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HomeMy WebLinkAboutAnnual 04-05 Budget -ApprovedRay Coniglio Council Member CITY COUNCIL Nathan McCollum Mayor Joe Barczyk Vice-Mayor Mike Heptinstall Council Member Lisarme Monier Council Member CITY OF SEBASTIAN FLORIDA ANNUAL BUDGET FISCAL YEAR 2004-2005 Sally A. Maio, CMC City Clerk Shai L. Francis, CPA, CGFO Finance Director James Sexton Human Resources Director James A. Davis Police Chief CITY M/tNA GEMENT Terrence R. Moore City Manager DEPARTMENT HEADS David W. Fisher, P.E. City Engineer Terry Hill Public Works Director Tracy Hass Growth Management Director Rich Stringer City Attorney Wayne Eseltine Building Official Greg Gardner Golf Operations Director Jason Milewski Airport Manager CITY OF SEBASTIAN, FLORIDA 2004-2005 ANNUAL BUD GET TABLE OF CONTENTS Page Page BUDGET MESSAGE City Manager's Letter of Transmittal ............................ CML-1 Budget Summary Total Budget Summary .............................................. 1 Summary of Revenues ............................................... 3 Stmmmry of Appropriations ...................................... 9 General Fund Operating Expenditure Smmv, m~ - Expenditure by Department/Division .................... 10 Total Budget Comparison by Fund ........................... 12 Fund Balance Comparison and Projected Changes... 13 Personnel Summary by Department/Division ........... 15 Debt Obligation ......................................................... 17 POLICIES Mission Statement ..................................................... 19 Financial Policies ...................................................... 21 Financial Accounting Structure ................................. 29 Organizational Chart ................................................. 33 Budget Calendar ........................................................ 34 Budget Process .......................................................... 35 BUDGET DETAIL General Fund Summary ................................................ 37 General Fund Department Budgets: Administration City Council ......................................................... 45 City Manager ....................................................... 48 City Clerk ........................................................ 52 City Attorney ....................................................... 58 Finance ................................................................. 62 Management Information Systems ................... 67 Human Resources ................................................ 71 Police Department: Consolidated Budget for all Divisions And Uints .................................................. 77 Administration ................................................. 78 School Resource Officer Unit ........................... 82 Patrol Division .................................................. 86 Community Policing Unit ................................. 90 Code Enforcement Division ............................. 94 Detective Division ............................................ 98 Support Services Division ................................ 102 Dispatch Uait .................................................... 106 Special Operations ............................................ 110 Professional Standards ...................................... 113 Engineering .......................................................... 117 Stormwater Utility Division ............................. 121 Public Works: Roads and Maintenance .................................... 125 Central Garage ..................................................129 Parks and Recreation ........................................ 133 Cemetery .......................................................... 137 Growth Management ............................................141 Building Department ............................................ 145 Non-departmental ................................................. 149 SPECIAL REVENUE FUNDS Special Revenue Funds Summary ................................. 151 Community Development Block Grant (CDBG) ....... 152 Local Option Gas Tax (LOGT) .................................. 153 Discretionary Sales Tax (DST) .................................. 155 Recreation Impact Fee Fund ...................................... 157 Stormwater Utility Fund ............................................... 158 Law Enforcement Forfeiture Fund ................................ 159 Gang Resistance Education and Training Program (G.R.E.A.T.) ............................................................ 161 DEBT SERVICE FUNDS Special Assessment Revenue Bonds ............................. 163 Discretionary Sales Tax Surtax Revenue Bonds ........... 164 Stormwater Utility Revenue Bonds .............................. 165 CAPITAL PROJECT FUND Capital Improvement Fund Sources and Uses of Funds 167 Capital Improvement Fund Revenues by Source and Expenditures by Type .............................................. 168 Capital Improvements by Project & Funding Source ... 169 Capital Improvement Fund Source "Other "Funds ..... 170 ENTERPRISE FUNDS Golf Course Fund Golf Course Summary .................................................. 171 Administration Division ................................................ 173 Greens Division ............................................................ 178 Carts Division ............................................................... 181 Airport Fund Airport Revenues .......................................................... 185 Airport Adrmnistration .................................................. 187 SCHEDULES Schedule One - Sumw~ry of Millage Rates and Tax Collections .................................................................... 191 Schedule Two - Long-term Debt Service Detail .............. 192 Schedule Three - Debt Service Payment Schedule .......... 193 Schedule Four - Lease Payment Schedule ....................... 198 Schedule Five - Five Year Capital Outlay Schedule Suwanary ..................................................................... 199 Schedule Six- Five Year Schedule of Capital Outlay Requests ...................................................................... 200 Schedule Seven - Five Year Capital Improvement Program ....................................................................... 206 Schedule Eight - Five Year Capital Improvement Program by Funding Source ....................................... 211 Schedule Nine - Definition of Financial Terms ............. 215 CITY OF SEB.4STIAN, FLORID.4 2004-2005 ANNUAL BUDGET CITY OF HOME OF PELICAN ISLAND This Page Intentionally Lea Blank ¢~ OF HOME OF PELICAN ISLAND 1225 MAIN STREET" SEBASTIAN, FLORIDA 32958 TELEPHONE: (772) 589-5330 · FAX (772) 589-5570 July 30, 2004 The Honorable Mayor Nathan B. McCollum and City Council City of Sebastian 1225 Main Street, City Hall Sebastian, Florida, USA Re: Fiscal Year 2005 Budget Letter of Transmittal Dear Mayor McCollum and City Council Members: i am pleased to submit for your review and consideration, the Fiscal Year 2004/05 Proposed Budget, in compliance with provisions of the City Charter and State of Florida Statutes. The budget recommends no increase in the operating millage rate from the current Fiscal Year. This is possible as a result of a relative increase in property values over prior years, as ~vell as implementation of conservative budgeting practices in all city departments. Annual increases in property values have averaged 7.06% over the past nine years, whereas this year, property values increased 20.18%. General Fund expenditures continuously reflect implementation of extreme efficiencies relative to municipal operations. For the Fiscal Year 2004/05 Proposed Budget, Ad Valorem taxes revenue represents 33.67% of total General Fund proposed revenue budget estimates. FY 2004 FY 2005 Millage Current Recommended Percent Cate.qor¥ Milla,qe Milla.qe Increase City Operating 4.5904 4.5904 0.00% Total Millage 4.5904 4.5904 0.00% The recommendation to not increase the local millage rate will not however result in a reduction in the delivery of quality services, projects and programs to our residents. The City of Sebastian has ambitious goals articulated by City Council, administration, and various boards and committees, many of which were outlined during the course of numerous meetings, discussions and presentations provided by City Council and the Office of the City Manager during the past year. The City Council and administration have worked diligently on developing an identity and character that is distinctively Sebastian. The proposed budget prepared for the City Council's review and consideration keeps the focus and forward momentum that has been established by the community, all consistent with the following goals formally adopted by the City of Sebastian: CML- 1 GOALS 1) An efficient, user-friendly government; 2) Commitment to the future proactive planning for growth management, technological advances and sound economic development policies; 3) Proactively address issues that will positively impact quality of life; 4) Promote environmental conservation; 5) Implement citywide infrastructure improvement initiatives. With these goals in mind, the highlights of the Fiscal Year 2005 Proposed Budget is as follows: BUDGET HIGHLIGHTS A review of the current Fiscal Year 2004 budget highlights confirms that a budget is a planning document recommending the allocation of resources that will accomplish a municipality's goals and vision. Nearly 91% of the budget tasks outlined in the highlights section of the current budget have been initiated, with still two months remaining in the current fiscal year. The Proposed Fiscal Year 2005 Budget will not depart from the current direction of the city, and we will stay the course by undertaking the following programs, projects and activities: Opening and dedication of the city's first fully functional city hall facility, via administration of the recently authorized Infi'astmcture Sales Sur[ax Revenue Bonds, Series 2003 and 2003A Program; · Opening and dedication of Newly Expanded Sebastian Police Station; Operfmg and dedication of Municipal Complex Park to anchor both the New City Hall and the Sebastian Police Station, to provide additional active and passive recreational opportunities in the community; Opening and dedication of Sebastian Municipal Airport Adrrfmistration Facility, to include the Department of Public Works and the Department of Engineering office space and customer services areas; · Opening and dedication of the Sebastian Police Evidence Compound at Sebastian Municipal Airport; Completion of the Louisiana Avenue Area Improvement Program, with financial assistance from the State of Florida Small Cities Neighborhood Revitalization Category Community Development Block Grant Program; · Continue partnership with Waste Management, Inc. to provide municipal solid waste collection services via an exclusive five year renewable option franchise agreement authorized by City Council in June 2003; · Continue capital outlay funding for maintenance and repair of city facilities; · Continue implementation of the Sebastian Stormwater Utility Master Plan Capital Improvement Program as adopted by City Council in Fiscal Year 2003; · Continuation of Citywide Parks Construction Program, with financial assistance from the Parks and Recreation Impact Fee Fund and various state grants; CML-2 · Continuation of Street Resurfacing Program; · Continue successful grantsmanship program; · Continue Riverview Park Expansion Program; · Continue School Resource Officer program to provide services to youth at both Sebastian Elementary School and Pelican Island Elementary School; · Continued implementation of sidewalk installation program; · Recommend final updates and revisions to the Sebastian Comprehensive Plan - per requirements of the State of Florida Department of Community Affairs; · Partnership with Sebastian Community Redevelopment Agency to initiate additional projects and programs to benefit the Community Redevelopment District; · Implementation of Interior Restoration Program for Old Sebastian Elementary School/City Hall, with financial assistance from the State of Florida Bureau of Historic Preservation Special Category Grant Program; · Continue implementation of Sebastian Municipal Airport Master Plan; · Continue capital improvements at Sebastian Municipal Airport - via parmership with the Florida Department of Transportation (FDOT) Aviation Section and with the Federal Aviation Administration (FAA), to include complete construction and reopening of Runway 9-27; · Continue relationship with the Boys and Girls Club of Indian River County to initiate plans for the construction of an indoor youth recreational facility in Sebastian, via development of aforementioned Sebastian Municipal Complex Park; · Continue economic development policy formulation and marketing eflbrts via services provided by Patterson-Baclh Inc. COMPARATIVE AND TREND ANALYSIS In Fall 2003, the city issued the $2,125,000 Infrastructure Sales Surtax Revenue Bonds, Series 2003A and $5,630,000 the Stormwater Utihty Revenue Bonds, Series 2003. During the debt issuance process, Fitch Investor Service, LP and Standard and Poors of New York City, New York issued underline ratings of "A" for both bond issuances. An underline rating of"A3" was issued for the Stormwater Utility Revenue Bonds, Series 2003 and an underline rating of "A2" was issued for the Infrastructure Sales Surtax Revenue Bonds, Series 2003 by Moody's Investor Services. The decision to establish the city's financial rating came after an intense in-depth analysis involving research and review of both current and long term future revenue forecasts with respective staff, as well as personal meetings and conferences with various city officials. This accomplishment also substantively confirms that the City of Sebastian policies regarding fiscal stewardship fosters excellent financial health comprehensively. General Fund expenditures per capita in Sebastian for the last three years reflect a continued effort to reduce dependency on local government spending (reference Chart I). Through various cost efficiency initiatives (e.g~ procurement of grants, low interest financing and bond refinancing), more programs and projects have become possible despite reduced dependency on property taxes. Total increase in projected revenue, from Fiscal Year 2003/2004 to Fiscal Year 2004/2005 from maintaining the millage rate at 4.5904 will be $1,487,324, or 15.4% increase from the total Fiscal Year 2003/2004 revenue budget. The increase, as reflected in the Certification of Taxable Value from the rolled-back rate is $452,262, or 13.16% of the total General Fund revenue budget of $11,121,267. A second important consideration involves strict attention to the cost of personal services in the last three years. Respective analysis and organizational structuring in various departments has enabled administration to budget CML-3 for capital outlay replacement and to secure equipment to ultimately assist field crews to be more productive. In addition, this budget continues to reflect (although on an even more conservative basis) a current trend directed by City Council and administration to continue funding repair and maintenance projects. Sebastian continues to benefit financially via the Fiscal Year 2000 directive to remove the then utihty tax cap that impeded progressive taxation efforts for many years prior. The vast majority of Florida cities levy the utility tax to offset rising property tax rates and also to fund various capital improvements. As evident with adopted millage rates during the last three Fiscal Years (see page 170 in Appendix II) as well as this year's recommendation, the aforementioned action has yielded a louver incidence of property taxation. A significant factor continuously examined by administration on an annual basis is full-time employees per thousand population. Sebastian continues to compare quite favorably with other Space Coast and Treasure Coast communities. However, I must advise to caution when using this benchmarking technique since some municipalities fund services via an Enterprise Fund rather than a General Fund (general fund serving as the primary case in Sebastian). For example, a city may finance infrastructure and drainage services via a previously established water utility enterprise. Finally, Chart IV illustrates the Undesignated General Fund Balance and Designated Reserves as a percentage of General Fund Expenditures as of September 30, 2003. These charts reflect a continued trend the administration has encouraged to maintain a healthy Undesignated General Fund balance. Such trends are indicators of the financial stability of a community. City of Sebastian General Fund Expenditures Per Capita (Last Five Fiscal Years) FY FY FY Fiscal Year 2001 2002 2003 General Fund General Fund Expenditures (in millions) 6.938 7.709 8.88 CPI 176,6 178.9 183.3 Population* 16,667 17,167 18,275 A~usted Budget FY 2004 9.77 187.6 20,102 Pmposed Budget FY 2005 11.121 N/A 22,112 Expendituros Expenditures Per Capita 416 * Population estimated for FY 2004 and FY 2005. CHART I 449 486 486 502 General Fund Expenditures Per Capita (Real Dollars) 60O 50O 400 3O0 200 100 0 2001 2002 2003 2004 2005 CML-4 CHARTII City of Sebastian General Governmental Expenditures by Function For the Fiscal Years 1990, 1995, 2000, 2004 Estimated, and 2005 Proposed Budget FY 1990 General Govemment 906,482 Public Safety 1,372,268 Public Works 1,022,774 Debt Service 19,999 Capital Outlay 659,270 Operating Transfers Out 0 (1) Estimated FY 1995 (1) FY 2000 (2) FY 2004 (3) 1,856,873 2,087,382 2,975,462 1,585,901 2,316,796 3,355,506 1,454,962 2,087,873 4,144,752 133,008 364,407 1,739,762 609,079 607,151 294,970 0 2,100,463 2,652,338 Proposed FY 2005 3,505,884 3,707,379 3,992,721 1,775,817 527,709 4,006,054 3,980,793 5,639,823 9,564,072 15,162,790 17,515,564 (1) Includes General Fund, Special Revenue Funds, and Debt ServiceFund Funds and Major Equipment Replacement Fund. (2) Includes General Fund, Special Revenue Funds, and Debt Service Fund (3) Includes General Fund, Special Revenue Funds (excluding CRA), and Debt Service Fund (3) CHART III General Governmental Expenditures Fiscal Year 2005 Proposed Budget Operating Transfers Out 23 % General Government Capital Outlay ~__ ~ 20% Debt Service j/ '~-.. .._Public Safety 10% Public Works 21% 23% CML-5 CHART IV General Fund Undesignated Fund Balance & Designated Reserves as of September 30, 2003 and FY 2004/05 Proposed General Fund Expenditures Budget comparison 12,000,000 10,000,000 8,000,000 6,000,000 4,000,000 2,121,746 2,000,000 0 Undesignated Designated General Fund Fund Balance Reserves Expenditures As far as additional positions programmed for Fiscal Year 2005, two additional police officers and one part-time dispatcher to assist the Sebastian Police Department with law enforcement matters are being recommended. Other resources in this regard will also help with maintaining excellent response times during periods of rapid growth in our community. One administrative secretary for the Office of the City Attorney has also been programmed in the budget request to assist the City Attomey's workload, h~ addition, in an effort to respond to increasing demands associated with the city's expanding parks and recreation efforts, as well as additional stormwater maintenance needs, two full time additional M~mtenance Worker I positions in the Department of Public Works, and one full time Maintenance Worker III position in the Stormwater Utihty Division of the Department of Engineering are being proposed. Over the course of the past three years, full-time positions have increased by five and part-time positions have increased by two, demonstrating a judicious use of part-time personnel to meet the city's level of service commitment to its residents. As briefly reported throughout the year via discussions regarding expanded operations after dedication of the new Sebastian Municipal Complex, part time personnel resources necessary to accommodate security matters and visitation at the new city hall facility are to be offered. These include receptionists to be stationed at the first floor information center, necessary to register visitors, accept mail and other deliveries, as well as to provide overall helpful customer service accordingly. See page P-1 in the budget document for a five-year summary of personnel for all funds. Finally, a recommendation to fund a second engineering inspector position to assist with direction and implementation of city requirements governing specific construction projects by both the Department of Engineering and the Stormwater Utility Division will also be considered in Fiscal Year 2005. Such an arrangement is justified via the rapid growth and construction of homes and commercial facilities resulting from recent annexations, as well as on vacant properties originally platted by the General Development Corporation decades ago. Respective considerations for funding an additional Engineering inspector will become available via future budget amendment exercises. CML~6 BUDGET BY FUNCTION Planning and Groxvth Management As reported by the University of Florida Bureau of Economic and Business Research 2003 Estimates of Population (delivered in the current fiscal year), the City of Sebastian ranks as being one of the top 100 cities in Florida according to population. In addition, Sebastian is approaching a point in its development evolution reflecting an approximate "build-out" rate of 55%. As such, the City continues to faces challenges relative to gro~vth management, as a tremendous ability to grow and develop both in residential and commercially zoned areas of the community exist. With such dynamics, new commercial and industrial facilities will likely be proposed in response to respective market demands indicative of an expanding population. Accordingly, it becomes necessary to continue initiatives to facilitate long-range planning and growth management practices to help reflect and govern Sebastian's efforts to maintain and support its small town, good quality of life atmosphere. Pursuant to mandated requirements of the State of Florida Growth Management Act, municipalities are required to update elements of comprehensive plans, typically every three to five years. Aspects of a new revised plan represent an opportunity for the City of Sebastian to clarify and reposition scheduled activities, so that all elements of the Sebastian Comprehensive Plan directly and realistically reflect City Council policies and directives accordingly. During the current fiscal year, the Department of Growth Management, in conjunction with the Iler Planning Group of Palm Beach Gardens, Florida initiated tasks associated with revisions and compilations governing the City of Sebastian's updated Comprehensive Plan. Arrangements are therefore being made to offer respective draft products and recommendation for both Planning and Zoning Commission and City Council consideration for adoption in Fiscal Year 2005. In December 2003, both City Council and the Sebastian Community Redevelopment Agency (CRA) Board of Directors accepted and adopted an updated community redevelopment master plan to govern long term plans and schedules to accommodate projects and programs to be implemented in the CRA district. This area now encompasses both the Sebastian Riverfront Overlay District and, as a result of a recent directive to expand agency boundaries, parcels affectionately known and referred to as the Sebastian Boulevard Triangle. The overall objective of this policy is to offer both short and long-term redevelopment related improvements in an area that has been underachieving relative to economic sustainability and highest and best land use potential. As a result of the City of Sebastian receiving a unanimous vote from the Florida Historic Preservation Advisory Board relative to the creation and establishment of two national register historic districts in our community, including certifications fi:om the United States Department of the Interior recognizing Sebastian Historic District East (August 2003) and Sebastian Historic District West (January 2004), various policy recomrnendations to incorporate guidelines for restoring respective properties are to be offered in Fiscal Year 2005. Specific tasks associated with this arrangement must involve compilation and adoption of respective ordinances, as well as necessary revisions and incorporations into the Sebastian Land Development Code. Such regulations will govern requirements for existing facility restorations, as well as possible conditions for future new construction progran~s tailored specifically to each of the two districts. This exercise will involve a tremendous amount of community input, with the objective of ensuring community wide acceptance. Finally, the Department of Growth Management will continue to work closely with the Office of the City Manager and Sebastian Municipal Airport to direct economic development marketing activities in an effort to attract additional commercial and industrial base in the community. During the current fiscal year, the Sebastian Economic Development Strategic Marketing Plan was compiled and accepted via services commissioned by Orlando area public relations and marketing communications firm Patterson-Bach, Inc. Respective growth management policies incorporated in the plan will serve as a guide to continue business development and recmitmant efforts that will compliment and service the increase in residential activities currently being experienced in Sebastian. In addition, substantive economic development accomplishments will help ensure long- term economic sufficiency throughout the community. CML-7 Properties and Natural Resources The highly anticipated Sebastian Municipal Complex currently remains on schedule for formal dedication later this fall. The project encompasses nearly 10 acres, including the community's first fully functional city hall facility, expanded police station and a multiple service park that includes various passive and active recreational amenities that will substantively satisfy respective service provision requirements city wide. As you will recall, all aforementioned improvements and additions became both politically and financially possible due to the November 2002 affirmative countywide referendum vote to continue the Discretionary Infrastructure Sales Surtax Program through 2019. As such, the direction to proceed with revenue bond financing to fund construction activities will not have any adverse implications to property tax payers in the city. This initiative became administratively feasible as a result of staff working with a construction management at risk process utilizing both final architectural and preconstmction spatial analysis documentation in the beginning project implementation phase. Facilities are to be furnished and computerized in the coming weeks, well in advance of the dedication ceremony. This approach represents a component of the "turn key" contractual arrangement with Suffolk Construction, as municipal operations are to begin administration immediately after celebration festivities. Once relocation into the new city hall building has been completed, the Old Sebastian Elementary School/City Hall Interior Restoration Program will begin. The General Services Division of the Office of the City Manager is currently preparing the bid/proposal solicitation process necessary to offer recommendations to City Council immediately prior to the beginning of Fiscal Year 2005. The current Fiscal Year marked completion and opening of both the Filbert Street and George Street neighborhood parks. In addition, boat and fishing pier facilities at the former Rowley parcel east of existing Riverview Park, as well as various amenities at the Schumann Lake Park recently became available for public use. All facilities have been very well received in the community, creating a sense of desire for similar improvements to be initiated throughout other neighborhoods in Sebastian. As such, pursuant to goals and objectives of the recently adopted parks development plan and capital improvement program, additional construction and enhancements to both new and existing city-wide park facilities via partnerships with various grant programs, the Parks and Recreation Impact Fee Fund and other financial resources are to continue in Fiscal Year 2005. Specific programs for the coming year include development and expansion of Bryant Court and Easy Street Parks, as well as continued expansion of Riverview Park via substantive improvements to the former Good Guys, Inc. property acquired by the City of Sebastian in Fiscal Year 2000. Specific enhancements are to include picnic pavilions, benches, walkway areas and other passive features at scheduled neighborhood parks, while plans are currently being developed to govern installation of a band shell and splash fountain in the expanded areas of Riverview Park. Restoration of the Sebastian Community Center has been substantively completed during the current Fiscal Year and is once again a fully functional municipal facility that hosts various recreation activities and special events. Arrangements are now being made to finalize plans to begin a similar improvement program to benefit the Sebastian Yacht Club. Initially constructed during the late 1950s by the former General Development Corporation, this facility was dedicated to the City of Sebastian many years later with the condition that it serves as a multiple purpose recreation building. As was the case with the Community Center, the proposed Yacht Club Renovation Program will represent the structures first substantive improvement effort, to include various exterior and interior components. Such enhancements will also greatly benefit program delivery efforts as sponsored and administered by the Parks and Recreation Division of the Department of Public Works. Community Safety The Sebastian Police Department (SPD) has been working diligently to augment both operations and expectations since the agency received law enforcement accreditation from the cornnnssion for Florida Law Enforcement Accreditation nearly two years ago. This designation has markedly increased SPD's ability to prevent and control crime through more effective and efficient delivery of law enforcement services to the community. Primary reasons for seeking accreditation included: the necessity for SPD to establish goals and objectives with provisions for periodic updating; constant reevaluation of whether departmental resources are being employed in accordance CML-8 ~vith agency goals, objectives and mission; constant reevaluation of departmental policies and procedures as documented in the department's whtten directive system; to accommodate correction of internal deficiencies and inefficiencies before they become public problems; and the opportunity to reorganize without the appearance of personal attacks. Essentially, maintaining accreditation will continue to serve as a yardstick to measure the effectiveness of SPD's programs and services, augmenting standards and practices agency wide. Such an arrangement is most appropriate in that growth oriented communities like Sebastian, Florida tend to experience higher incidence of crime as populations continue to diversify and expand. Standards and performance measurements resulting from the accreditation process will continue to guide both SPD and city administration in alleviating such potentially adverse conditions. Although the City of Sebastian continues to remain as one of the fastest growing municipalities in Florida (ranked 52nd by the University of Florida Bureau of Business and Economic Research Estimated of Population, Census Summary 2003, Rank of Top 100 Cities in Florida by Percent Population Change, an increase of seven percentage points above the previous year's position of 59th), crime rates have fortunately remained relatively constant. Sociological and economic trends suggest that a relationship typically exists between surges of criminal activity and community growth. ~ais has not at all been the case in the City of Sebastian. As referenced in the Sebastian Police Department 2003 Annual Report, SPD has been quite successful in providing quality law enforcement services to the community. Notable statistics reflective of this position include Sebastian's total index crime clearance rate of 34%, compared to the state average rate of 23%, and Indian River County's rate (collective average of all agencies and jurisdictions) of 27.28%. Although Sebastian has experienced slight increases in certain crimes including burglary, theft and sexual assault, incident levels involving vehicle thefts and arson have remained constant, while decreases in number of aggravated assault were realized in 2003. In addition, one murder was reported in 2003. Despite recent policy directives by The School District of Indian River County not to sustain partnership with the City of Sebastian to continue the School Resources Officer Program, the Fiscal Year 2005 Proposed Budget recommends continued sponsorship of two officers, one to remain stationed at Pelican Island Elementary School and the other at Sebastian Elementary School. The encouragement of this program remains indicative of the philosophy that preventative education for this age group is most effective in preventing long-term juvenile crime, as well as to instill the importance of community safety and responsibility. Such rationale also justifies both the Drug Awareness Resistance Education (D.A.R.E.) and Gang Resistance Education and Training (G.R.E.A.T.) initiatives. Both programs remain very popular among both children and parents and are expected to continue in Fiscal Year 2005 via assistance fi'om various grant programs sponsored by the United States Department of Justice. The Fiscal Year 2005 Proposed Budget also supports the continuation of two additional progressive community safety programs recently initiated in the community, the SPD K-9 Unit and the Sebastian Truancy Program. The K-9 initiative became possible last fiscal year as a result of numerous charitable efforts in the community, including unsolicited seed funds donated by pupils at Pelican Island Elementary School, as well as contributions from area businesses. Employment of a police K-9 unit will continue to assist officers by conducting extremely sensitive investigations, including narcotics detection and locating missing persons, as well as to help track criminal suspects more expeditiously. The Sebastian Truancy Program became possible via funding to The School District of Indian River County awarded by the Indian River County Children's Services Advisory Board. A school district employee will therefore continue to manage a booking area for truant youth at the Sebastian Police Station between the hours of 8:00 a.m. and 4:00 p.m. Monday through Friday. Individuals collected will ultimately be extradited to proper authorities (i.e. parents, Indian River County Juvenile Court, Indian River County Jail, etc.). Finally, due to continued incidences of illegal derelict vessel mooring, speeding and other boating related problems, waterway enforcement activities remain necessary. As such, SPD will augment implementation of its waterways safety program, to include increased hours of operation of a new patrol vessel recently purchased via financial assistance from the Florida Inland Navigation District's Waterways Assistance Grant Program; to both negotiate waterways as well as to effectively respond to many of the numerous aforementioned violations. In CML-9 essence, this program will continue to promote and encourage boating safety, as well as promote sound environmental conditions that both residents and visitors have become accustomed. Transportation For the sixth consecutive year, the City of Sebastian's assertive street resurfacing program will continue to expand. During the current Fiscal Year, approximately 4 miles of roads ~vere resurfaced, to mark a total of 76 miles of enhanced streets since the program was initiated in Fiscal Year 2000. Improvements will continue during Fiscal Year 2005, with paving of approximately 2 additional miles of roadway anticipated. In addition, the compilation of long term engineering plans to govern ancillary future improvements to Main Street, Easy Street and other collector type designated thoroughfares are to be completed and presented for City Council review and consideration. Accordingly, city administration will also continue working to establish a long-term street- resurfacing program, projected to focus on establishing funding levels and scheduling during the next 10 to 15 years. Fiscal Year 2003 began with the conclusion of the Florida Department of Transportation (FDOT) Sebastian United States Highway One (US 1) Improvement Program. First initiated in late 2001, elements of the project included road resurfacing, bicycle path installation, defined on-street parking, paver brick installation and sidewalk improvements. This project also yielded a direct funding agreement with FDOT to fund over $300,000 to the City of Sebastian to specifically finance landscaping and a new irrigation system for US 1 (authorized by City Council in December 2000). These additional enhancements were implemented during the close of this infrastructure improvement program. In addition, thanks to the efforts of the City of Sebastian working with District 80 State Representative Stan Mayfield, the incorporation of traffic calming, aesthetically pleasing '~oulb outs" became an integral component of this project. As FDOT is currently working to initiate other improvements to US 1 beginning on Hamson Street to continue southbound into unincorporated Indian River County, applicable coordination efforts will become necessary in 2005. City adntinistration will continue to program funding for streetscape projects to help maintain public beautification efforts. In addition, capital improvement programming for sidewalk installation and landscaping improvements throughout the City will continue, via both short and long term scheduling activities directed by the Department of Engineering and the Department of Public Works. During the current Fiscal Year, new sidewalk installation programs have been completed to benefit Barber Street to safely accommodate additional pupil/pedestrian traffic resulting from Pelican Island Elementary School, Indian River Drive via the Phase 1 of the Riverview Park Expansion Program, George Street Park, as well as Louisiana Avenue to Cross Street. A sidewalk installation effort is currently underway at Barber Street north of Sebastian Boulevard that will serve as a ~valking path directly to the Hardee Park vicinity. Notable locations for additional new sidewalks to be installed in Fiscal Year 2005 include the remainder of Tulip Drive, Laconia Street and Empire Terrace down Pelican Island Place to Schumann Drive. Last year, the City of Sebastian was awarded a $700,000 grant from the State of Florida Small Cities Community Development Block Grant (CDBG) program to help finance implementation of an aggressive infrastructure improvement program in the Louisiana Avenue Area. Considered by state officials to be the one "blighted" area of the community, improvements slated to begin later this fiscal year include drainage enhancements, resurfacing and possible streetscaping and lighting, as each of these activities have been deemed eligible by the CDBG program. The Department of Engineering via assistance from WCG Engineering of Vero Beach recently finalized specific engineering plans to govern these improvements. Earlier this month, the Florida Department of Community Affairs formerly authorized the Office of the City Manager to engage a bid/proposal solicitation process as necessary to commission construction activities in the coming weeks. A respective City Council authorization later this summer will enable project completion in Spring 2005. Aviation Management Fiscal Year 2002 adoption of the current Sebastian Municipal Airport (SMA) Master Plan has yielded numerous successes and accomplishments involving grantsmanship, as well as much needed infrastructure improvements. CML-10 A substantive accomplishment directed during the current year pursuant to principles and goals of the plan included specific tasks that resulted in the initiation of construction activities related to the reopening of Runway 9-27. A final stage this project will involve a cooperative effort to relocate both J&S Aviation and the Velocity Service Center. As both facilities represent direct obstruction to both the east and west sides of the new runway, grant assistance from the Federal Aviation Administration (FAA) became available to finance respective transactions, resulting in amicable agreements reached with both companies accordingly. Once these arrangements have been finalized, Runway 9-27 can be officially opened to air traffic. The operfmg of Runway 9-27 automatically enables SMA to permanently close existing Runway 13-31. As referenced in the plan, this action will result in both more commercial and industrial property to continue development and construction of SMA Coxporate Park West, as well as minimize air traffic over various areas of Sebastian and Roseland residential neighborhoods. In addition, the old asphalt where Runway 13-31 once existed will be refurbished into a new entry road, creating access for more additional property to accommodate both future aviation and non-aviation development. As the City of Sebastian was successful during the past year in securing grant awards from both the FDOT Aviation Section and FAA to help finance construction of an airport administration facility and the Sebastian Police Evidence Compound at SMA, respective construction activities were successfully initiated during the current Fiscal Year. This project, being implemented via design-build services provided by Holland Builders of South Florida, Inc. will also include various infrastructure enhancements such as water, sewer and underground electrical and telephone service lines. As addressed via previous public discussions, this program will also help set the precedence for relocating the public works compound from the Sebastian Boulevard triangle parcel to a more compatible area adjacent to this soon to be developed facility. Dedications of both buildings are anticipated in Spring 2005. Finally, as new prospective tenants and patrons parmership and frequent SMA, the development and compilation of an airport reference guide/information package containing information such as sample lease agreements, rates and charges policy, airport development standards, and general rules and regulations becomes imperative. As such, SMA staff will be directed to compile materials accorcFmgly. This information will serve useful to new t- hangar tenants, as well as current and future business owners based at SMA in that education and communication regarding various nmtters governing in-port operations will be clearing defined and outlined. Water Management Last fiscal year marked the completion of the Sebastian Highlands Water Expansion Program. First initiated by the Indian River County Depam'nent of Utilities several years ago, Phases 3D and 3E were recently concluded, benefiting residential areas located in the vicinities of Starboard, Scroll, Roulette, Stonecrop Streets and Genesee Avenue. Since the program's inception, approximately 100 miles of water utility infrastructure has been installed. However, with additional construction activities currently underway and given the notable condition typically directed for new subdivisions to provide utility water and sewer services to respective businesses and homeowners, it remains imperative that the City of Sebastian maintains a positive and productive working relationship with the Indian River County Department of Utilities. In response to the need to comprehensively address and implement long-term solutions to community drainage and other stormwater related problems, City Council established a stormwater utility that levies an annual fee on a per unit/property basis throughout the community. Since the inception of fee collection in Fiscal Year 2002, the City has received $2,172,743 and estimates to receive approximately $804,980 in 2005. Up to 20% of these funds are utilized for maintaining the existing stormwater system, with the remainder to help finance best practice oriented projects as referenced in the Sebastian Stormwater Utility Master Plan as adopted last year. Earlier this fiscal year, the City of Sebastian was successful in securing the community's first ever revenue bond dedicated specifically to finance large-scale comprehensive stormwater utility improvements. This authorization yielded an initial $5.6 million commitment to help finance capital improvement programs that govern implementation of a series of projects designed to better facilitate drainage flow dynamics citywide. Such efforts CML- 11 include the implementation of stormwater improvements for Periwinkle Drive, Main Street Twin Ditch Program and creation of expanded stormwater capacity in the Collier Creek Waterway north of Sebastian Boulevard/County Road 512. City Council's recent authorization to commission engineering design activities for these and other related improvement programs will enable construction scope and technique options to be offered publicly in Fiscal Year 2005. Human Resources Currently, there are a total of 186 men and women who serve the City of Sebastian in an official employment capacity, 140 regular full-time employees and 46 part-time and seasonal employees working 71 different jobs. The average age of our employees is 48 years. Our employees range in age from 16 years to 84 years. Minorities make up approximately 13% of the city's work force and 36 % are women. In the current year-to-date, personnel actions have resulted in 10 separations and 10 replacements. Currently, approxin~ately 65% of the city's work force are Sebastian residents and about 70% of all new hires reside in our community. Length of tenure of men and women who come to work for the city tends to vary. The average length of employment for regular reporting full-time employees is approximately 10 years with a turnover rote of 8%. The current fiscal year established the creation and function of the important new position of Building Plans Examiner. The Building Plans Examiner's core responsibility involves analysis and management of construction plan reviews, as well as assisting building permitting and inspection practices comprehensively, including interpreting plans and advising permit applicants to ensure adherence to applicable local, regional, state and national building and fire codes. As the Indian River County Board of County Commissioners recently issued a policy directive to provide recreational services solely in the unincorporated areas of Indian River County, the City of Sebastian will remain faced with the challenge of cost effectively providing additional resources to enable substantive expansion of parks and recreation programs in the community. As such, the current fiscal year budget proposes a reclassification of an existing recreation leader position to that of a recreation supervisor. A recreation supervisor will not only maintain various duties and responsibilities of a recreation leader, but will also direct projects and programs in other areas of the city, including more potential supervision of employees based at the Sebastian Community Center, the Sebastian Skate Facility, as well as such for other future recreation related initiatives. Other jobs to be considered for creation in Fiscal Year 2005 include a second engineering inspector. In June 2004, City Council authorized an adjustment to respective inspection fees more consistent with average rates throughout both the Space and Treasure Coast regions of Florida. Another primary rationale for respective recommendations is to maintain this services while concurrently covering costs accordingly. Revenues realized from the aforementioned fee increase will finance necessary personnel costs without adverse in, pacts to other city resources. An additional engineering inspector will also assist the Department of Engineering by providing guidance and direction to both city crews and private contractors relative to various sloping, stormwater and other applicable field requirements. Recommendations to fund this position will be offered publicly during a future quarterly budget adjustment exercise. Early Fiscal Year 2004 began with the amicable execution of a new multiple year agreement between the City of Sebastian and Communications Workers of America (CWA- Local 3180). This contract continues to govern both wage and fringe benefit guidelines to all non-exempt, non-uniform employees working in various departments. A similar exercise is currently underway between senior management staff and representatives of the Sebastian Chapter of the Coastal Florida Police Benevolent Association (PBA). This process becomes necessary at this time because the existing PBA contract is scheduled to expire September 30, 2004. Both parties are therefore working diligently and amicably to reach an agreement in advance of the expiration date, so as to incorporate respective financial arrangements via applicable budget allocation practices. As such, both the Office CML-12 of the City Manager and the Department of Human Resources renaain confident that a newly proposed three-year agreement will be presented for City Council review and consideration in September 2004. Intergovernmental Relations The City of Sebastian continues to build its successful record of working with various state and federal entities for assistance in numerous matters, specifically procurement of several grants and financial allocations directly to our community totaling $7,941,436 over the past five fiscal years. We have enjoyed another very busy and successful year of intergovernmental cooperation spearheaded under the leadership of the Sebastian City Council. Given the success resulting from respective efforts, the City of Sebastian will work to continue its assertive grant procurement program, as numerous projects ranging from those related to parks and recreation, airport improvements, facility restoration and transportation are to be implemented as financially efficient as possible. Generally speaking, city administration will be able to continue employing its acumen relative to build'mg solid intergovernmental relationships, enabling continued success in securing future grants fi.om the FAA, FDOT and various other state and federal agencies. As mentioned in the Properties and National Resources section of this report, the City of Sebastian will soon initiate an interior restoration program to offer much needed enhancements inside the Old Sebastian Elementary School/City Hall facility. This effort becomes possible as a result of the community having been awarded a $250,000 grant in 2002 from the State of Florida Bureau of Historic Preservation Special Category Grant Program. This accomplishment was directly attributable to the property's successful listing on the National Register of Historic Places. Construction drawings were recently completed and delivered by Vero Beach based architect John Dean, enabling the General Services Administration Division of the Office of the City Manager to direct a bid/proposal solicitation process necessary to commission a construction firm to assist the city with project implementation. Respective recommendations are to be presented publicly for City Council review and consideration in early Fall 2004. Actual restoration activities are therefore anticipated to begin just prior to all staff and offices currently housed in the facility relocating to the New Sebastian City Hall. Last year, the City of Sebastian engaged a parmership with the St. John's River Water Management District (SJRWMD) that initiated construction of the Sebastian Stormwater Passive Park. Situated on approximately 166 acres of land originally slated for residential development, this innovative project will greatly assist our efforts to alleviate numerous drainage problems that have plagued the community for many years. This program became possible as a result of a multi~million dollar federal appropriation to the agency to implement various environmental enhancement projects throughout Central Florida. As referenced in the stormwater master plan, the City of Sebastian will assume management and maintenance responsibilities after construction has been completed, and when the facility is certified as fully functional. Both the City of Sebastian and SJRWMD are preparing for the facility to be publicly dedicated in 2006. In August 2000, City Council authorized a $150,000 grant agreement with SJRWMD to finance compilation, adoption and delivery of a stormwater master plan to outline specific projects and programs indicative of drainage improvements in the community, as well as numerous state and federal compliance issues. Soon after City Council's adoption of the plan last year, SJRWMD also offered its endomement and support to proceed with the aforementioned capital improvement program. This accomplishment provided not only direction to proceed with permitting and construction activities, but also enables the City of Sebastian to position itself as one of the first communities to meet many of the new guidelines and standards directed at both the state and federal level. Notable requirements in this regard include enhancements to infrastructure improvements to more efficiently direct movement of stormwater, as well as future reductions in adverse runoff into the Indian River Lagoon and St. Sebastian River. CML-13 Summary There are a lot of numbers, indicators, projections, charts and graphs in this budget document. Rightfully so, being that this budget reflects Sebastian's vision and focus on improving the quality of life for our citizens, businesses, and visitors respectively. This budget reflects community values, goals, objectives, and ideas. The Proposed Fiscal Year 2005 Budget continues to represent the character of a city whose unique identity distinguishes itself from other geographic areas of both Indian River County and throughout the Treasure Coast. City administration began finalizing its recommendations for next year's budget with 75% of the current fiscal year completed and 71% of the approved budget expended and 79% of the anticipated revenues collected. The projected General Fund Undesignated Fund Balance remains healthy, in that it represents an amount equal to 17.2% of the General Fund expenditure budget. Fiscal Year 2005 will mark the sixth consecutive year of administering a performance budget. This budget document contains two additional critical sections indicative of performance measurement, the accomplishment segment and performance indicator section for departments and divisions. However, make no mistake, this is a continuous process, as more work is required to truly solidify our belief that we are on the right track. Total local millage will remain constant. Total appropriation for all funds is recommended to be $21,728,956. As such, the overall Fiscal Year 2005 Proposed Budget is financially sound and delivers services our residents have come to expect: FY 2004 FY 2005 Amended Recommended Dollar Percentage Budget Budget Change Change General Fund $ 9,770,357 $ 11,121,267 $ 1,350,910 13.83% Special Revenue Funds 4,750,130 4,918,480 168,350 3.54% Debt Service Fund 1,491,107 1,475,817 (15,290) -1.03% Capital Projects Funds 9,616,266 2,383,523 (7,232,743) -75.21% Golf Course Fund 1,554,611 1,554,614 3 0.00% Airport Fund 257,949 275,255 17,306 6.71% TOTAL $ 27,440,420 $ 21,728,956 $ (5,711,464) -20.81% The Sebastian Management Team looks forward to working with the City Council during the upcoming budget workshop and public hearings, as well as welcomes the opportunity to address questions and concerns accordingly. In summary, the Fiscal Year 2005 Proposed Budget outlines and supports the city's good financial position; further expands city-wide beautification; continues attention to preserving and enhancing our community's small town atmosphere; encourages conservation initiatives; supportive of expanding private/public partnerships and economic development. A special and very personal thanks goes out to the Management Team who assisted the Office of the City Manager in preparing this year's budget submission, including staff members from the Department of Finance, as well as department directors who contributed invaluably in preparing the budget document. Last year, we submitted a more performance-oriented budget and this year we will be able to continue to factually see how the city is doing. As stated in previous years budget transmittal letters, we must operate on the principle that if you can't measure output, you can't improve it. Our efforts to more thoroughly bench mark municipal services as well as highlight both performance indicators and accomplishments continues to improve and we hope the city and the general public will avail themselves of the many facts and figures contained in this budget document so CML-14 that we can better meet the challenges and expectations of our residents. The city's administration and organization are up to the challenge and we look forward to another productive year for our community. City Manager CML-15 CITY OF HOME OF PELICAN ISLAND This Page Intentionally Left Blank CML-16 TOTAL BUDGET SUMMARY INTRODUCTION The annual budget for the City of Sebastian is divided into four major components, which include ail appropriations for the city. The total budget, including all four components, is $21,728,956. The four components include the following: · Operating Budget: The operating budget finances the day-to day provision of city services. The budgeted amount for Fiscal Year 2004/05 is $17,298,393. · Capital Projects Budget: The Capital Projects budget funds the construction of city facilities, such as roads, drainage, and parks projects. The budgeted amount for Fiscal Year 2004/05 is $2,383,523. · Debt Service Budget: The debt service budget funds scheduled debt service payments for city's bonded debts. The budgeted amount for Fiscal Year 2004/05 is $1,475,817. · Contingency/Reserve: The contingency/reserve appropriation, which is made up of fund reserves and is available to cover emergency expenses or revenue shortage. The contingency/reserve budget for Fiscal Year 2004/05 totals $571,223. The percentages of each component of the total budget are presented in the graph below. City of Sebastian, Florida FY 2004/05 Total Appropriations $21,728,956 Contingency Debt Service_ 2.63% 6.79% "~. Capital Projects 10.97% Operating 79.61% ICITY OF SEBASTIAN, FLORIDA 2004/2005 ANNUAL BUDGETI FY 2004/05 TOTAL BUDGET FOR ALL FUNDS Estimated Revenues: Taxes: Ad Valorem Sales and Use Taxes Utility Service Licenses and Permits Intergovernmental Revenue Charges For Services Fines and Forfeitures Franchise Fees Assessment Miscellaneous Revenue Total Estimated Revenues Transfers-In * Cash Balances Brought Forward Total Estimated Revenues, Balances and Transfers SPECIAL DEBT GENERAL REVENUE SERVICE FUND FUNDS FUNDS CAPITAL PROJECTS ENTERPRISE ALL FUNDS FUNDS FUNDS $ 3,744,564 $ $ $ $ 3,000,000 1,978,986 1,317,494 1,929,834 174,937 118,615 844,293 685,000 5,000 804,980 423,500 352,790 1,783,909 $ 3,744,564 3,000,000 1,978,986 1,317,494 2,967,624 1,958,846 123,615 844,293 804,980 617~I2 168,591 3,301 22,020 $10,277,314 $4,918,480 $ 3,301 $ 352,790 $ 1,805,929 $ 17,357,814 527,828 1,472,516 2,030,733 4,031,077 316,125 23,940 340,065 $11,121,267 $4,918,480 $1,475,817 $ 2,383,523 $ 1,829,869 $ 21,728,956 Expenditures/Expenses: General Government $ 2,723,711 $ 300 $ $ $ 2,724,011 Public Safety 4,571,364 10,000 40,000 4,621,364 Physical Environment 1,187,595 3,500 185,580 1,376,675 Transportation 1,702,228 249,129 1,614,250 234,173 3,799,780 Econorrdc Environment Culture and Recreation 936,369 389,000 1,233,830 2,559,199 Debt Service 300,000 1,475,217 154,693 306,690 2,236,600 TotalExpenditures/Expenses $11,121,267 $ 562,629 $1,475,517 $ 2,383,523 $ 1,774,693 $ 17,317,629 Transfers-Out * 4,006,054 3,750 4,009,804 Reserves 349,797 51,426 401,223 Total Expenditures/Expenses, Transfers and Reserves $11,121,267 $4,918,480 $1,475,517 $ 2,383,523 $ 1,829,869 $ 21,728,656 *The difference between the transfers-in and the transfers-out represents a transfer from the Cemetry Trust Fund to the General Fund. The Cemetery Trust Fund is not a budgeted fund and therefore is not included in the FY 2004/05 annual budget. 2 [ciTY OF SEBASTIAN, FLO DA 2004/2005 ANNUAL BUDGETI SUMMARY OF REVENUES Total revenues available to the city in FY 2004/05 from all sources are estimated at $21,728,956. As illustrated in the graph below, tax revenues make up approximately 40% of total budgeted revenues. Tax revenues include ad valorem taxes, discretionary sales tax, and utility service tax. Intergovernmental revenues make up an additional 13.66% of revenues. These are comprised of state shared revenues and federal grants, state grants, and local grants. Charges for services represent and additional 9.01% of revenues, and are generated mainly by the enterprise activities of the city. City of Sebastian, Florida Total Budgeted Revenue by Sources FY 2004/05 Cash Forward Transfers in 1.57% 18.55% Miscellaneous ] / 1.18% ",,, ~ Taxes 40.15% Impact Fee 1.66%--~~~ Assessment 3.7% ~- Franchise Fees ~ 3.89% Fines 0.57%~ ,,~ , , ,/' I ~ Licenses & Permits Charges for /" Inter-governmental 6.06% Services 9.01% Revenues 13.66% The table presented below provides a summary of the changes in the FY 2004/05 revenues compared to the FY 2003/04 budget. Transfers-in has an increase of approximately 60% mainly due to increase in capital projects funding and debt service payment based on debt schedule. Cash forward has a decrease of approximately 36% mainly due to increase in tax revenues, which reduce the needs from fund balance appropriation. Total Budgeted Revenue Actual Actual Budget Budget Increase % Increase/] FY 2001/02 FY 2002/03 FY 2003/04 FY 2004/05 (Decrease) Decrease / Taxes $ 6,806,908 $ 7,325,932 Licenses and Penuits 578,695 878,097 Intergovernmental Revenue 2,262,514 1,785,237 Charges For Services l;845,211 1,683,869 Fines and Forfeitures 127,027 119,752 Franchise Fees 766,901 756,194 Stormwater Assessment 823,349 792,018 Recreation Impact Fee 255,775 395,850 Miscellaneous Revenue 389,368 376,785 Total Operating revenuesI * 13,855,748 Debt Proceeds Capital Contribution 264,772 Transfers-In 2,009,173 Cash Forward Total Revenues I $ 16,129,693 $ 7,605,289 $ 8,723,550 $ 1,118,261 14.70% 1,051,956 1,317,494 265,538 25.24% 2,643,654 2,967,624 323,970 12.25% 1,877,272 1,958,846 81,574 4.35% 133,064 123,615 (9,449) -7.10% 748,840 844,293 95,453 12.75% 772,781 804,980 32,199 4.17% 286,010 360,000 73,990 25.87% 266,254 257,412 (8,842) -3.32% $ 14,113,734 $ 15,385,120 $ 17,357,814 $ 1,972,694 12.82%I 9,500,000 7,966,167 (7,966,167) -100.00% 1,149,437 0.00% 3,526,908 2,519,623 4,031,077 1,511,454 59.99% 533,543 340,065 (193,478) -36.26% $ 28,290,079 $ 26,404,453 $ 21,728,956 $ (4,675,497) -17.71%I The following is an overview and analysis of all the major revenue sources for the city. The overview provides a description of the revenue, the authority to collect such revenue. The analysis provides up to ten years trend for each major revenue source. Taxes Ad Valorem Taxes Florida Statutes provide the authority for municipal governments to adjust their property tax rates. Article 7 of the Florida Constitution allows municipalities to levy property taxes (section 9), creates the homestead exemption (section 6) and exempts motor vehicles (automobiles, boats, and mobile homes) fi'om property taxation (sectionl). The value of property is determined by the County Property Appraiser (Florida Statute 192.042). The Property Appraiser assesses each property within the County for that property's value in its highest and best use. Any applicable exemptions are deducted fi.om this total to arrive at the taxable value. Millage rates are charged against the taxable value to arrive at the total tax on each parcel. One mill equals a $1 tax for each $1,000 of taxable value. Due to discounts, non-payments and possible Value Adjustment Board changes, it is prudent to budget at less than 100% of assessed property tax revenue. Flohda Statute 200.065(2)(a) 1 requires cities to budget at lease 95% of taxable value. In FY 2004/05 the city has budgeted at 95%, or $3,744,564. Ad valorem taxes, or property taxes, provide approximately 17.23% of the city's total revenues. The ad valorem taxes are recorded in the city's general fund. The graphs below illustrate a significant increase in ad valorem revenues and property value over the last several years. The rise of ad valorem tax revenue have been generated largely by increase in property value, as millage rate has been generally remained unchanged or have declined over that period. A summary of city's millage rates since 1996 is located in the schedule section of this document on page 191. m $4 -- $2 ~ $1 $0 City of Sebastian, Florida Ad Valorem Revenues $1,000 $80O $600 City of Sebastian, Florida Taxable Property Values $400 $2O0 $o 4 SEBASTIAN, FLORIDA 2004/2005 ANNUAL BUr GETI Utility Services Tax Utility Services Tax is a tax levied on purchases of electricity, water, and LP gas services on customers within the city limits. A rate of 10% of the monthly purchase price is applied for such services. Tax is collected per Florida Statute 166.231 and city Code of Ordinances Sec. 94-26. Majority part of the Utility Services Taxes is from Electric Utility Service Tax. For FY 2004/05, $1,022,000 is estimated to be received based on trend analysis. The Utility Services Tax revenues are recorded in the General Fund. It provides approximately 9.1% of the city's total revenues. The graph below illustrates a steady increase in Utility Services Tax, which is population driven. The significant increase in revenue from FY 1999 to FY 2000 is due to the removal of the $2.50 Utility Services Tax cap by the City Council. City of Sebastian, Florida Utility Services Taxe I1,500,000 1,250,000 1.,000,000 $750,00O $500,000 $25O,OOO $0 The Communication Service Tax replaced the franchise fee for dealers of communications services (including, but not limited to, phone and cable TV services). The tax in the city is 5% of the sales price on all taxable sales of communication services provided within the municipality. The revenue estimate for FY 2004/05 is $728,812, which is provided by the Legislative Committee on Intergovernmental Relations (LCIR). The Communication Service Tax is recorded in the city's general fund. Discretionary Sales Tax The discretionary sales tax is a seventh-cent or an additional one-cent sales tax levied by Indian River County. Indian River County voters passed the Optional One-cent Sales Tax in March 1989 to be used for infrastructure needs of the County. The tax is effective for a fifteen-year period. In November of 2002, an extension was approved by voter referendum to extend the Optional One-Cent Sales Tax another fifteen years until December 31, 2019. The tax funds are distributed to participating cities within the County on a percentage basis determined by the city's population. The city receives the monthly distribution approximately two months after the retail sales take place. For FY 2004/05, $2,250,000 is estimated to be received based on the estimate provided by the Legislative Committee on Intergovernmental Relations (LCIR). Which is 4.7% increase from the current collection level. The Discretionary Sales Tax revenues are recorded in a special revenue fund. The Discretionary Sales Tax provides approximately 10.35% of the city's total projected revenues. The funds can only be used to finance, plan, and construct infrastructure, land acquisition for recreation or preservation, and land improvement. Therefore reducing the burden of such costs on ad valorem taxes. ]CITY OF SEBASTIAN, FLOmr A 2004/2005 ANNUAL SUI GETI The graph below illustrates a steady increase in Optional One-Cent Sales Tax, which is population driven. $2,500,000 $2,000,000 $1,SO0,OO0 $1,000,000 $500,000 $0 City of Sebastian, Florida Discretionary Sales Tax FY FY FY FY FY FY FY 1999 2000 2001 2002 2003 2004 2005 Local Option Gas Tax The Local Option Gas Tax is a six-cent per gallon tax levied by Indian River County. The tax funds are distributed to participating cities within the County on a percentage basis determined by the city's population and amount of annual transportation-type expenditures. For FY 2004/05, $750,000 is estimated to be received based on the anticipated increase in population and transportation related expenditures. The Local Option Gas Tax revenues are recorded in a special revenue fund, which provides approximately 3.5% of the city's total projected revenues. The revenue is restricted for use in transportation projects, thus reducing the burden of such costs on ad valorem taxes. The graph below illustrates a steady increase in Local Option Gas Tax. $800,000 $600,000 $400,000 $200,000 $0 City of Sebastian, Florida Local Option Gas Tax FY FY FY FY FY FY FY 1999 2000 2001 2002 2003 2004 2005 FRANCHISE FEES Franchise fees are paid by utility providers (electricity, solid waste) for their use of city streets and property in providing their services. The franchise fee is 6% of utility provider's gross receipts. Majority part of the city's franchise fees revenues comes from electricity franchise fees. Franchise fees have grown along with population over the last few years, and should continue for the future. For FY 2004/05, $844,293 is budgeted for franchise fees revenues, which represent an increase of 5% from FY 2003/04. The franchise fee revenues are recorded in the General Fund. It provides approximately 3.9% of the city's total revenues. !CIT 0r SEBASTIAN, FLO DA 2004/2005 ANNUAL BUVGETI The graph below illustrates a steady increase in electric franchise fees, which is population driven. City of Sebastian, Florida Electric Franchise Fees $i,000,000 $750,000 $500,000 $250,000 $o 1NTERGOVERNMENTALREVENUES Local Half-Cent Sales Tax Sales Tax, pursuant to Chapter 212 Florida Statutes, are collected by businesses and remitted to the State of Florida. In 1982, the Florida Legislature created the "Local Government Half-Cent Sales Tax Fund" program. The program is administered by the Florida Department of Revenue. Monies in this trust fund are distributed monthly to eligible counties and municipalities. The city receives the monthly distribution approximately two months after the retail sales take place. Each June, the Legislative Committee on Intergovernmental Relations (LCIR) provides a forecast of the estimated sales tax distribution. As part of the Half-Cent Sales Tax program, the Florida Legislature earmarks a percentage of the State sales tax collected in each county for distribution to cities in that county according to a population based formula (Florida Statute 218.61). As a result of recent legislation (HB 113-A), effective July 1, 2004 the pementage of sales tax revenue allocated for distribution to cities will be reduced from 9.653% to 8.814%. Under the legislation, cities are supposed to be "held harmless" by a corresponding increase in Municipal Revenue Sharing. The Local Half-Cent Sales Tax is recorded in the city's general fund. It provides approximately 5.6% of the city's total revenues. The graph below illustrates a significant increase in the Local Half-Cent Sales Tax revenue from FY 1997 through FY 2005. The anticipated revenue for FY 2005 is based on the forecast provided by the Legislative Committee on Intergovernmental Relations (LCIR). The revenue estimate reflects the authorized changes in the State's sales tax share of the Local Government Half-Cent Sales Tax Program that are incorporated within Chapter 2003-402, L.O.F (Laws of Florida) and Chapter 2003-404, L.O.F. City of Sebastian, Florida Local Half-Cent Sales Tax $1,500,000 $1,000,000 $500,000 $0 7 CHARGES FOR SERVICES Building Department Revenues Building Department is part of the city's General Fund operation. Major part of the Building Department Revenue sources is building permit fees. The low interest rate environment and new annexations over the past few years have caused a substantial increase in citywide building activity. The trend of strong Building Department revenues should continue as the city is experiencing strong population growth. The graph below illustrates a significant increase in the building permit fees from FY 1997 through FY 2004. For FY 2005, building permit fees are estimated to be approximately $670,000, which is 10% lower than current year estimated collection level. The decrease in revenue estimate is mainly due to the fact that building activities are very sensitive to economic changes, and this type of revenues can quickly decline if there is a downturn in the economy. Building Department revenues are continuously monitored; any adjustments to reflect economic changes shall be made during the budget year. City of Sebastian, Florida Building Permit Fees $800,000 $600,000 $400,000 $200,000 $0 ASSESSMENT Ston~water Assessment Revenues City of Sebastian assesses city residents Stormwater Utility Fees for the purpose of managing the city's stormwater system starting Fiscal Year 2002. The fee is based on a single residential ERU in the amount of $4.00 per month, or $48.00 per year (City Ordinance O-01-16 and O-04-15). This revenue source is used to provide a dedicated funding source for the purpose of managing the city's stormwater system, to prepare, construct and manage betterments and improvements to the stormwater system, to regulate the use of the stormwater system, and perform routine maintenance and minor improvements. Revenue estimate is based on actual residential ERU as of August 31st each year. For FY 2004/05, the revenue is estimated to be $804,980. This represents a 4.2% increase from FY 2003/04, primarily due to increase in new home constructions experienced in the city. The Stormwater Utility Fees revenues are recorded in the Special Revenue Fund. It provides approximately 3.7% of the city's total revenues. The graph below illustrates a steady increase in Stormwater Utility Fees, which is population driven. $850,000 $800,000 $750,000 $700,000 $650,000 City of Sebastian, Florida Stormwater Utility Fees FY 2002 FY 2003 FY 2004 FY 2005 SUMMARY OF APPROPRIATIONS City services are provided through City Council, three charter officers, twenty-one operating departments/divisions (excluding golf course and airport administration), and are all supported by the General Fund. The Exhibit S-1 on page 10 compares the revised General Fund departmental expenditure budget for the FY 2003/04 with the approved expenditure budget for FY 2004/05. Total increase of 15.4% for the General Fund represents increase of six full-time and three part-time positions, health insurance premiums increase, annual salary increases, as well as increase in vehicle fuel costs. City Attorney increase of 30.43% provides for one full-time administrative assistant position. City Manager increase of 10.05% provides for two part-time receptionists. Police Special Operations is a new division representing 100% increase. All officers in this division are transferred from Police Road Patrol Division. The increase is corresponded by a decrease in Police Road Patrol Division approved budget. Stormwater Utility Division increase of 12.15% provides for one full-time maintenance worker position, health insurance premiums increase, annual salary increases, as well as programmed capital lease. Roads mad Maintenance increase of 12.44% provides for one full-time maintenance worker position, health insurance premiums increase, annual salary increases, as well as vehicle fuel costs increase. ca Parks and Recreation increase of 25.16% provides for two full-time maintenance worker positions, health insurance premiums increase, annual salary increases, as well as vehicle fuel costs increase. ca Non-deparmaental increase of 60.99% provides for general liability insurance premiums increase, establishment of General Fund contingency fund based on the city's financial policy requirement, and the increase in the Community Redevelopment Agency tax increment payment. [CITY OF SEBASTIAN, FLORIDA 2004/2005 ANNUAL BUDGET[ Exhibit S-1 Appropriation Comparison By Department/Division General Fund Org FY 01/02 Code Description Actual 010001 City Council $ 37,859 010005 City Manager 273,669 010009 City Clerk 272,884 010010 City Attorney 114,140 010020 Finance 354,044 010021 Management Information Svs N/A 010035 Hman Resources 170,099 010040 Police Special Operations N/A 010041 Police Administration 140,470 010042 Police School Resource 98,820 010043 Police Patrol Division 1,212,934 010044 Community Policing Unit 101,050 010045 Code Enforcement Division 89,010 010046 Professional Standards N/A 010047 Police Detective Division 394,683 010048 Police Support Services 203,686 010049 Police Dispatch Unit 308,567 010051 Engineering 323,195 010053 Stormwater Utility N/A 010052 Roads and M~(mtenance 1,286,119 010054 Garage 142,443 010057 Parks and Recreation 613,506 010059 Cemetery 87,866 010080 Growth Management 218,274 010085 Building Department 343,932 010099 Non-Departmental 813,053 FY 02/03 Actual $ 44,532 301,241 253,320 123,787 321,887 102,473 192,027 N/A 164,397 119,631 1,597,915 127,839 89,429 N/A 423,792 274,908 360,492 416,890 813,907 853,688 161,850 672,179 113,650 209,351 408.937 734,148 FY 04/05 % FY 03/04 Adopted Increase Increase Budget Budget (Decease) (Decrease) $ 37,440 $ 42,278 $ 4,838 12.92% 338,004 371,971 33,967 10.05% 285,398 307,776 22,378 7.84% 135,303 176,469 41,166 30.43% 345,884 369,600 23,716 6.86% 107,941 135,307 27,366 25.35% 195,552 209,884 14,332 7.33% N/A 283,878 283,878 100.00% 298,935 305,090 6,155 2.06% 129,014 164,889 35,875 27.81% 1,753,832 1,737,847 (15,985) -0.91% 141,252 144,347 3,095 2.19% 100,169 115,611 15,442 15.42% 86,391 92,959 6,568 7.60% 407,653 466,464 58,811 14.43% 258,943 275,753 16,810 6.49% 365,089 422,701 57,612 15.78% 489,161 482,750 (6,411) -1.31% 931,075 1,044,205 113,130 12.15% 913,343 1,026,990 113,647 12.44% 161,935 192,488 30,553 18.87% 748,156 936,369 188,213 25.16% 137,610 I43,390 5,780 4.20% 235,470 256,829 21,359 9.07% 500,168 561,825 61,657 12.33% 530,225 853,597 323,372 60.99% TotalGeneralFund Expenditures $ 7,600,303 $ 8,882,269 $ 9,633,943 $11,121,267 $ 1,487,324 15.44% 10 IClTY OF SEBASTIAN, FLORIDA 2004/2005 ANNUAL BUDGETI Exhibit S-2 compares the revised General Fund expenditure by category budget for FY 2003/04 with the approved expenditure budget for FY 2004/05. Salaries and benefits increase reflects cost increases associated with the addition of six full-time and three part-time positions, health insurance premium increases, as well as annual salary increases per contracts. Operating expenditures increase mainly due to vehicle fuel cost increase. [] Capital outlay increase mainly due to a capital lease for stormwater equipment as well as new emergency vehicles for the police officers. :a The increase in contingency is due to the establishment of required contingency fund based on city's adopted financial policy. The contingency established for FY 2003/04 was completely utilized for emergency situation during the first six months of opm'ation. Exhibit S-2 Appropriation Comparison By Category General Fund FY 01/02 By Major Category Actual FY 04/05 % FY 02/03 FY 03/04 Adopted Increase Increase Actual Budget Budget {Decease} lDecrease~ Salaries and Benefits $ 5,766,002 $ 6,561,859 $ 7,585,114 $ 8,503,753 $ 918,639 12.11% Operating Expenditures 1,339,355 1,527,456 1,744,562 1,919,805 175,243 10.05% Capital Outlays 344,091 508,755 300,267 527,709 227,442 75.75% Debt Service 35,855 0.00% Grants and Aids 15,000 200 4,000 (4,000) -100.00% Interfund Transfers Out 100,000 284,000 0.00% Contingency 170,000 170,000 100.00% Total $ 7,600,303 $ 8,882,269 $ 9,633,943 $ 11,121,267 $ 1,487,324 15.44% 11 Exhibit S-3 compares the revised total expenditure budget for FY 2003/04 with the approved expenditure budget by fund for FY 2004/05. Exhibit S-3 Total Budget Comparison By Fund FY 01/02 FY 02/03 Actual Actual FY 04/05 % Expenditures/ Expenditures/ FY 03/04 Adopted Increase Increase Fund name Expenses Expenses Budget Budget (Decease) (Decrease) General Fund $ 7,600,303 $ 8,882,269 $ 9,633,943 $ 11,121,267 $ 1,487,324 15.44% Special Revenue Funds Community Development Block Grant Local Option Gas Tax Discretionary Sales Tax Recreation Impact Fee (1) Stormwater Utility Fee Fund Law Enforcement Forfeiture Fund (2) G.R.E.A.T Program Fund (3) 700,000 685,000 (15,000) -2.14% 650,072 700,281 716,773 762,000 45,227 6.31% 1,626,320 2,210,565 2,073,208 2,265,000 191,792 9.25% 190,000 288,963 364,500 75,537 26.14% 64,869 164,470 785,879 831,980 46,101 5.87% 16,630 19,581 12,627 10,000 (2,627) -20.80% 10,787 9,529 9,700 (9,700) -100.00% Debt Service Funds Special Assessment Revenue Bonds (4) Discretionary Sales Surtax Revenue Bonds Stormwater Utility Revenue Bunds 64,567 64,541 82,238 (82,238) -100.00% 686,158 969,482 1,033,844 64,362 6.64% 439,387 441,973 2,586 0.59% Capital Project Funds (5) 2,330,630 4,079,118 9,616,266 2,383,523 (7,232,743) -75.21% Enterprise Funds Golf Course Fund Airport Fund 1,393,551 1,363,359 1,554,611 1,554,614 3 0.00% 283,726 315,941 257,949 275,255 17,306 6.71% Total All Funds $ 14,041,455 $ 18,685,812 $ 27,141,026 $ 21,728,956 $ (5,412,070) -19.94% (1) Recreation Impact Fee Fund increase due to the expected area growth. (2) Law Enforcement Forfeiture Fund decrease due to revenue information not available at the time of budget preparation. Budget adjustment will be made during the budget implementation stage. (3) G.R.E.A.T. Program Fund decrease due to revenue inforrnation not available at the time of budget preparation. Budget adjustment will be made during the budget implementation stage. (4) Special Assessment Revenue Bonds Fund decrease due to the debt payoff during FY 2003/04. (5) Capital Project Funds decrease due to the construction of City Hall Complex project in FY 2003/04. The majority of the project is expected to be complete in FY 2003/04. 12 1 ii¥ OF SEBASTIAN, FLomDA 2°°4i~005 ~NUA~ ~GEq FUND BALANCE COMPARISON AND PROJECTED CHANGES The City of Sebastian uses fund accounting to track revenues and expenditures. Fund Balance represents the equity (assets minus liabilities) of each fund. Exhibit S-4 compares the actual fund balance and projected fund balance change for each individual fund. Exhibit S-4 Balance Balance Balance Projected 9/30/2001 9/30/2002 9/30/2003 Projected Projected Balance Fund Name Audited Audited Audited Revenues Expenditures 9/30/2004 IGeneralFund* I $3,°48,°161 $3,332,4381 $2,121,7461 $9'874'5761 ($9'770'357)1 $2'225'9651 C'omrramity Development Block Grant $0 $0 $0 $15,000 ($15,000] $0 Local Option Gas Tax $222,915 $253,357 $241,147 $726,500 ($722,232~ $245,415 Discretionary Sales Tax (1) $323,422 $590,587 $330,656 $2,162,700 ($2,068,395~ $424,96l Recreation Impact Fee (2) $0 $258,455 $471,680 $364,250 ($70,000~ $765,930 Stormwater Utility Fee Fund (3) $0 $720,814 $1,309,263 $792,137 ($367,443~ $1,733,957 Law Enforcement Forfeiture Fund $13,271 $17,928 $8,232 $16,117 ($10,203~ $14,146 G.R.E,A.T Program Fund $0 $542 ($92) $9,700 ($9,60~ $0 Debt Service Funds Special Assessment Revenue Bonds (4) s154,509 Discretionar7 Sales Surtax Revenue Bonds $0 Stormwater Utility Revenue Bonds $0 $131,971 I $:ol $95,945 $48,216 $392,834 $972,475 $0 $439,676 ($82,143)I $62,018I ($972,475) $392,834 (5439,676) $0 Capital Project Funds General Capital Project $299,303 $304,443 $207,057 $343,939 ($361,750~ $189,246 Capital Improvements (5) $1,686,792 $1,545,510 $791,111 $1,763,214 ($337,226~ $2,217,099 Transportation Improvements (6) $362,412 $810,848 $912,205 $1,754,561 ($549,665~ $2,117,101 Road Paving S987,497 $590,083 $43,169 $500 $0 $43,669 Stormwater Improvements (7) $0 s0 $19,793 $5,490,000 ($967,1801 $4,542,613 Public Facilities Improvements {8) $0 SO $8,293,452 $2,092,366 ($9,674,5001 $711,318 Enterprise Funds Golf Course Fund $971,021.001 $966,987.00 $1,026,182 Sl,534,8181 ($1,485,501) $1,075,499 Airport Fund (9) $655,815.00 $611,251.00 $950,710 $6,852,206 ($5,426,986) $2,375,930 * Includes undesignated and unreserved amounts only. (1) Discretionary Sales Tax Fund projected fund balance increase from FY2003/04 level is due to an effort to build up fund balance to meet future qualified capital project needs. (2) Recreation Impact Fees Fund projected fund balance increase from FY2003/04 level is due to an effort to build up fund balance to meet future qualified capital project needs. (3) Stormwater Utility Fund projected fund balance increase from FY2003/04 level is due to an effort to build up fired balance to meet future qualified capital project needs. (4) Special Assessment Revenue Bonds Fund projected fund balance decrease from FY2003/04 level is due to the early defeasance of 1996 Revenue Bonds debt in FY 2003/04. (5) Capital Improvements Projects Fund projected fund balance increase from FY 2003/04 level is due to capital projects programmed in FY 2003/04, which are not expected to be completed in current fiscal year. 13 (6) Transportation Improvements Projects Fund projected fund balance increase from FY 2003/04 level is due to capital projects programmed in FY 2003/04, which are not expected to be completed in current fiscal year. (7) Stormwater Improvements Projects Fund projected fund balance increase from FY 2003/04 level is due to capital projects programmed in FY 2003/04, which are not expected to be completed in current fiscal year. (8) Public Facility Improvements Fund projected fund balance decrease from FY 2003/04 level is mainly due to capital projects programmed in FY 2003/04, which are expected to be completed in current fiscal year. (9) Airport Fund projected fund balance increase from FY 2003/04 level is mainly due to capital projects programmed in FY 2003/04, which are not expected to be completed in current fiscal year. 14 ICITY OF SEBASTIAN, FLORIDA 2004/2005 ANNUAL BUDGETI PERSONNEL SUMMARY BY DEPARTMENT/DIVISION As with any service organization, personnel costs are a significant part of the total operating budget of the city. For FY 2004/05, total personnel costs are approximately 41.42% o£the total budget. Exhibit S-5 provides a comparison of staffing levels in recent years and the changes for FY 2004/05. Exhibit S-5 City Council City Manager (1) Central Garage City Clerk City Attorney (2) Finance Mgmt Information Svcs Human Resources Police Department (3) Engineering Stormwater Utility (4) Roads & Drainage Building Maintenance Parks & Recreation (5) Cemetery Growth Management Building Department Golf Course Administration Golf Course Carts Airport SUB-TOTALS TOTALS Fiscal Year 00/01 Fiscal Year01/05 F~cal Year02/03 Fiscal Year03/04 ?~cal Ye~ 04/05 F/T P/T F/T P/T F/T P/T F/T P/T F/T PFF 5 5 5 5 5 4 4 4 4 4 2 3 3 3 3 3 5 5 4 4 4 1 1 1 1 2 6 6 5 5 5 2 2 2 3 3 3 3 3 49 7 50 6 51 7 53 7 55 8 6 I 6 4 6 3 6 4 6 4 1 12 12 13 22 1 23 1 11 1 14 1 14 1 4 4 4 11 6 11 6 12 9 13 9 15 9 2 2 2 2 2 4 4 4 4 4 6 7 7 8 8 4 13 4 14 3 14 4 12 4 12 4 7 7 7 7 1 1 1 2 1 2 1 2 1 131 37 135 44 136 47 140 46 146 49 168 179 183 186 195 Summary of Changes for FY 2004/05: (1) City Manager (2) City Attorney (3) Police Department Road Patrol Divison Dispatch Division (4) Stom~water Utility (5) Parks & Recreation Two Part-Time Receptionists Added One Full-Time Administrative Assistant Added Two Full-Time Officers Added One Part-Time Commmcations Technician Added One Full-Time Maintenance Worker Added Two Full-Time Maintenance Worker's Added 15 ICI~ 0~ SESASTi~1~, FLOmOA Z004i~005 ~U~0G~ For FY 2004/05, there are six full-time and three part-time positions added. Overall, the city takes a conservative approach to adding new positions and expanding its service to ensure that basic services can be sustained regardless of revenue and expense fluctuations. Authorized Staffing Per 1000 population lO-Year Fiscal History 9.500 9.000 8.500 8.000 The total authorization of 168 full-time equivalent (FTE) positions will serve an estimated population of 19,365. This results in a staffing ratio of 8.6 employees per 1,000 populations. 16 ITY OF SEBASTIAN, FLORIDA 2004/2005 ANNUAL DEBT OBLIGATION Debt Limits Since neither State law nor the City Charter provide any fixed or arbitrary limits on the mount of debt which may be incurred (other than the requirement to have General Obligation debt approved in advance by referendum), the City Council has established the following debt service level policy as part of the city's financial policy to ensure future flexibihty. Type of Debts Limits Actual as of 9/30/04 General Obligation debt 5% of the assessed valuation of taxable property Maturity to 15 years O% General Fund Debt Expense 8% of the General Fund expenditure budget 0% Variable Rate Debt 15% of the total debt outsta~ading 0% "Pay As You Go" Financing Amount is less than $150,000 Maturity to 10 years None Debt Outstanding The following table lists the city's debt obligations and commitments as of September 30, 2004. All long- term debts outstanding are pledged with special revenues. As of September 30, 2004, the city has no variable rate debt. The General Fund has no debt outstanding. Initial Principal Principal Remainin Interest Final [Iond Rating Security Debt Description Amount 9/30/2004 Rate Maturit3 Agency Pledge Kecreatlonal i~ acllltles Improvement and AAA/S&P Golf Course revenues Refunding Revenue AAA/Fitch along with a covenant to Bonds, Series 2001 $2,435,000 $1,885,0013 4% to 4.2% 2010 (Insured) budget and appropriate Aaa/Moody's Infrastructure Sales AAA/S&P Surtax Revenue Bonds, AAA/Fitch Infrastructure Sales ;eries 2003 $9,500,000 $9,015,00C !%to 4.125% 2018 (Insured) Surtax revenues Aaa/Moody's Stormwater Utility AAA/S&P Revenue Bonds, Series AAA/Fitch 2003 $5,630,000 $5,525,00C 2% to 4.2% 2022 (Insured) Stormwater utility fees Aaa/Moody's Infrastructure Sales AAA/S&P Surtax Revenue Bonds, A2M4JFitch Infrastructure Sales Series 2003 A $2,125,000 $2,000,00C 2% to 4% 2018 (Insured) Surtax revenues Paving Improvements Local Option Gas Tax Promissory Notes 1998 $3,268,890 $2,209,763 4.40% 2013 N/A and Municipal Gas Tax 17 CITY OF HOME OF PELICAN ISLAND This Page Intentionally Left Blank 18 ClTYOF HOME OF PELICAN ISLAND MISSION STATEMENT City of Sebastian elected officials, volunteer board mad advisory committee members, mad all employees are committed to making Sebastian the most desirable city in the State of Florida to live, for businesses to flourish and visitors to enjoy. Sebastian will become known as a city that superbly managers mad develops its human, natural and financial resources such that it is consistently able to provide and improve upon its reputation as a highly attractive and safe community with enviable business and recreational opportunities. We will achieve this mission by implementing the following strategies that build on excellent work already begun: Ensure that all employees, volunteers and advisory board members fully understand and will work toward the achievement of the mission. Determine, through citizen committees, workshops and surveys, the most important stated and unstated needs and expectations of the majority of our residents. Concurrently, seek to assess both internal and external attitudes toward ail major City sponsored programs designed to meet those needs and expectations. [] Conthiually assess the City's recreational and cultural activities and work to provide an optimal mix that satisfies our residents. [] Develop a Growth Management plan that recognizes the City's current and future growth needs. Continue to improve the budgeting process so that all human, natural mid financial resources are allocated and all capital improvements are developed and implemented consistent with this mission. [] Design and implement an employee recruitment, training and development plan that finds, trains, develops and retains people with the skills and talents needed to achieve the City's mission. [] Develop and promulgate an Economic Development Policy that will entice commercial enterprises to Sebastian, thereby strengthening and expanding the City's financial resources. Continue to improve methods of communicating information to residents. Each Department of the City of Sebastian will develop and accept responsibility for specific action steps designed to achieve its portion of the mission. The City will review its mission statement annually and measure its progress periodically based on completion of specific goals set forth in the annual budgeting process. The final measure of success will be realization of the City of Sebastian's mission. 19 CI~ OF HOME OF PELICAN ISLAND This Page Intentionally Left Blank 20 City of Sebastian, Florida Financial Policies City of Sebastian's financial policies set forth the basic framework for overall fiscal planning and management and set forth guidelines for both current activities and long-range planning. These policies are reviewed annually to assure the highest standards of fiscal management. The City Manager and the Management Team has the pr/mary role of reviewing financial actions and providing guidance on financial issues to the City Council. Overall goals The overall financial goals underlying these policies are: Fiscal Conservatism: To ensure that the city is in a solid financial condition at all times. This can be defined as: A. Cash Solvency - the ability to pay bills B. Budgetary Solvency - the ability to balance the budget C. Long Term Solvency - the ability to pay future costs D. Service Level Solvency - the ability to provide needed and desired services Flexibility: To ensure that the city is in a position to respond to changes in the economy or new service challenges without an undue amount of financial stress. Comply with All Statutory Requirements: As set forth by the State of Florida and the City ordinances. Adherence to the highest Accounting and Management Practices: As set by the Government Finance Officers' Association standards for financial reporting and budgeting, the Government Accounting Standards Board and other professional standards. Operating Budget Policies The Finance Department, with support and direction from the Office of the City Manager, coordinates the budget process. The formal budgeting process, which begins in February and ends in September, provides the primary mechanism by which key decisions are made regarding the levels and types of services to be provided, given the anticipated level of available resources. Revenues and expenditures are projected on the basis of information provided by city departments, outside agencies, current rate structures, historical data and statistical trends. Budget Process 21 The development of the budget is guided by the following budget policies: The budget must be balanced for all funds. Total anticipated revenues must equal total estimated expenditures for each fund (Section 166.241 of Florida Statutes requires that all budgets be balanced). All operating funds are subject to thc annual budget process and reflected in the budget document. The enterprise operations of the city are to be self- supporting; i.e., current revenues will cover current expenditures, including debt service. An administrative service fee will be assessed by the General Fund against all enterprise funds of the city. This assessment will be calculated based upon a percentage (number of full-t/me equivalent employees of the enterprise fund/total number of full-time equivalent employees of the city) of total General Fund administration expenditures budget (includes City Council, City Manager, City Attorney, City Clerk, Finance, and Human Resources) and will be used to reimburse the General Fund for the administrative and support services prov/ded to these funds. A 2.5 percent administrative service fee will be assessed by the General Fund against the Community Redevelopment Agency (CRA) Fund of the city. This assessment will be based on the total tax increment revenue estimate of the CRA Fund and will be used to reimburse the General Fund for the administrative support services provided to the CRA fund. An administrative service fee will be assessed by the General Fund ago/mst Stormwater Utility Revenue Fund. The assessment will be calculated based on the maximum allowable percentage set forth by the city's Stormwater Ordinance. Pursuant to the City Ordinance No. O-04-15, no more than 20% of the annual net stormwater fee City of Sebastian, Florida Financial Policies revenues is to be used for the operation and maintenance of the stormwater program. In no event will the City of Sebastian levy ad valorem taxes against real property and tangible personal property in excess of 10 mills, except for voted levies (Section 200.081 of Florida Statutes places this millage limitation on all Florida municipalities.) The city will budget 95 percent of anticipated gross ad valorem proceeds to provide an allowance for discounts for early payment of taxes (Section 200.065 of Florida Statutes states that each taxing authority shall utilize not less than 95 percent of the taxable value.) The city will coordinate development of the capital improvement budget with the development of the annual operating budget. Each capital improvement budget is reviewed for its impact on the operating budget in terms of revenue generation, additional personnel required and additional operating expenses. 10. A budget calendar will be designed each year to provide a framework within which the interactions necessary to formulate a sound budget could occur. At the same time, it will ensure that the city ~vill comply with all applicable State legal mandates. Basis of Budgeting The basis of budgeting for_ General, Special Revenue, and Debt Service Funds shall be prepared on a modified accrual basis of accounting. Under the modified accrual basis of accounting, revenues are recognized only when they become measurable and available to finance expenditures of the fiscal period. Expenditures are recognized when the fund liability is incurred except for unmatured interest on general long-term debt which is recognized when due, and the non-current portion of accrued fringe benefits (vacation and sick leave) which is recorded as a long- term liability in the Statement of Net Assets in the Comprehensive Annual Financial Report. The budgets for the Proprietary funds - Golf Course and Airport - are prepared using the accrual basis of accounting. Under the accrual basis of accounting, expenditures are recognized when the liability is incurred. Revenues are recognized when they are obligated to the City (e.g., Airport leases). The 22 differences between the budget basis and the accrual basis of accounting include: (1) budgeting the full amount of capital expenditures as expense rather than depreciating them and (2) presenting debt service, including principal as an expense. Guidelines The Comprehensive Annual Financial Report (CAFR) presents the status of the City's finances on a basis consistent with Generally Accepted Accounting Principles (GAAP) (i.e., a statement of net assets and statement of activities are presented on an accrual basis of accounting, including governmental funds, major governmental and proprietary funds are identified, governmental funds use the modified accrual basis of accounting, while the proprietary and trust funds use the accrual basis of accounting.) In order to provide a meaningful comparison of actual results to the final budget, the CAFR presents the City's operations on a GAAP basis and also shows fund revenue and expenditures on a budget basis for the General, Special Revenue, and Debt Service funds. Current revenues shall be sufficient to support current expenditures. The budget process and format shall be performance- based and focused on goals, objectives, programs, and performance indicators. The budget will provide adequate funding for maintenance and replacement of capital plant and equipment. Budget Amendment 1. Total fund appropriations changes must be approved by the City Council. 2. Uses of contingency appropriations must be specifically approved by the City Council. Shifts in appropriations within fund totals may be done administratively on the authority of the City manager. In most cases the City Manager will request City Council's approval since the item prompting the change will usually go to the City Council (e.g., award of contract, addition of staff, contract change order). Procedures for appropriation transfers and delegation of budget responsibility will be set by the City manager. 4. A Budgetary Control System will be maintained to ensure compliance with the budget. Quarterly City of Sebastian, Florida Financial Policies budget status reports will be provided to the City Council comparing actual versus budgeted revenue and expense activity for all budgeted funds. Planning The City will annually prepare and distribute to departments and the City Council a Five-Year Forecast. The forecast will include estimated operating costs and revenues for future capital improvements, such as new parks and public works facilities, included in the capital budget. Fund Balance Policies On an annual basis, after the year-end audit has been completed, but no later than April 1, the City Finance Director shall produce a schedule of all fund surpluses and deficits, with projections of reserve requirements and a plan for the use of any excess surplus for the current year in accordance with the Financial Balance Policies and Use of Surplus Policies. This document will be used not only to ensure compliance with stated and adopted policies, but also to analyze the total reserve and surplus picture to ensure that the policies as adopted do not inadvertently create adverse effects. The Director of Finance shall provide recommended changes to the City Council for any changes to the Financial Balance Policies and Use of Surplus Policies based on needs identified in this analysis. Working Capital The General Fund unappropriated fund balance will be maintained in an amount greater than or equal to fifteen percent (15%) of the annual General Fund Expenditures budget. This anaount approximates two months or 60 days of working capital. The City shall include in the General Fund operating budget annually, an Operating Contingency Account equal to 1.5% of the General Fund total expenditures, less debt service, interfund transfers and capital expenditures. This contingency will be used for unforeseen and emergency events that occur during the course of the operating year and will expire at the end of each fiscal year and balances will not be brought forward. In order to provide the resources necessary to ensure continued operations of the City's programs should a natural disaster or significant changes in the weather pattern occur, the City shall maintain a reserve of $350,000 for emergency services. The City shall maintain a reserve of $100,000 for Property and Casualty claims representing four claims on a $25,000 deductible. All retirement programs, Police Pension, CWA/ITU and 40la programs will be funded at 100% of the obligations calculated annually. The defined benefit pension plan will be funded in accordance with an independent actuarial analysis performed at a minimum of every two years, or as needed. Capital Reserves The City shall include in the General Fund operating budget annually a Capital Contingency Account equal to 0.5% of the General Fund total expenditures, less debt service, interfund transfers and capital expenditures. This contingency will be used for unanticipated expenditures for the maintenance of buildings and replacement of related equipment and will expire at the end of each fiscal year and balances will not be brought forward. Annually the City shall transfer fifty percent (50%) of the current year's operating surplus (revenues in excess of expenditures) into a capital equipment replacement reserve for the purpose of creating a perpetual funding method for replacing City capital equipment. Prior to any funds being spent, the budget amendment procedure must be followed. The City shall maintain a reserve of $1,000,000 for the purpose of providing advances to the airport for capital improvements pursuant to a resolution establishing this loan reserve. 23 City of Sebastian, Florida Financial Policies The table listed blow is a summary of all reserve and contingency requirements for the General Fund. Reserve Description Requirement Working Capital Reserve 15% of annual General Fund Expenditures budget Emersancy Reserve $350,000 Property and Casualty claims $100,000 Reserve Capital Equipment Replacement 50% of the current year's Reserve operating surplus (revenues in excess of expenditures) General Fund Advance to $1,000,000, expire September Airport Capital Projects Reserve 12, 2007 General Fund Operating 1.5% of the General Fund Contingency (for budget purposetotal expenditures budget, less only) debt service, interfund transfers and capital expenditures Capital Contingency (for budget0.5% of the General Fund purpose only) total expenditures budget, less debt service, interfund transfers and capital expenditures All retirement programs 100% Funded per independent actuarial analysis performed at a minimum of every two years, or as needed Use of Surplus Policies Use of Surpluses It is the intent of the City to use all surpluses generated to accomplish three goals: meeting reserve policies, avoidance of future debt, and reduction of outstanding debt. The City will not use existing fund balances or year-end surpluses to fund ongoing operating expenses. Any surpluses realized in the General Fund at year- end shall be used first to meet reserve policies as set forth in the Fund Balance Policies. Excess surplus will then be used for the following purposes, listed in order of priority: > Capital Replacement Programs. After General Fund reserves have been met, up to 50% of excess reserves may be set aside to provide the cash necessary to implement capital replacement programs (e.g., vehicle and equipment replacement and facility maintenance programs). Any excess surplus remaining after reserve policies have been met may be used to pay down debt existing in the general fund or any other capital loans. ~ Cash Payments for Capital Improvement Program Projects. Using cash to purchase capital items 24 that are budgeted to be purchased with the proceeds from any debt will reduce the future debt burden of the City. This strategy may be combined with retirement to reduce future debt service after performing a financial analysis to determine the greatest net present value savings. > Cemetery Permanent Trust Fund. After all other needs have been satisfied, excess surpluses may be transferred to the Ccnnetery Permanent Trust Fund that has been established to care for the Cemetery. The amounts transferred shall be deemed corpus to the Cemetery Trust fund for future earnings growth to fund Cemetery care and maintenance. > Riverfront Redevelopment Agency. After all other needs have been satisfied; excess surpluses may be transferred to the Riverfront Redevelopment Agency that has been established to provide infrastructure and public facility needs. Special Revenue Fund Surpluses Local Option Gas Tax Revenue Fund - A reserve will be maintained in an amount greater than or equal to fifteen percent (15%) of the annual Local Option Gas Tax Fund Expenditures budget. Excess surpluses shall first be used for the purpose of reducing debt for the Road Paving Note Payable. Discretionary Sales Surtax Revenue Fund - A reserve will be maintained in an amount greater than or equal to ten percent (10%) of the total annual Discretionary Sales Tax Fund Expenditures budget for the purpose of providing sufficient funds for unanticipated major repairs or replacements for eligible capital improvements or equipment. Discretionary Sales Tax revenues will be used in accordance with the following: 1. fund annual debt service payments for which this revenue source is pledged, then; 2. fund emergency vehicles, then; 3. fund pay-as-you go eligible capital improvements, then; 4. fund equipment for the maintenance of Discretionary Sales Tax funded improvements. Stormwater Utility Revenue Fund - A reserve will be maintained in an amount greater than or equal to fifteen percent (15%) of the total annual Stormwater Utility Revenue Fund Expenditures budget for the purpose of providing sufficient funds for unanticipated major capital improvement program. (Pursuant to City of Sebastian Ordinance No. O-04- City of Sebastian, Florida Financial Policies 15, capital improvement program of the Comprehensive Growth Management Plan on furtherance of the Stormwater Master Plan adopted by the City Council.) Performance Measurement Policies Establishing Performance Requirements Every two years, the City shall update thc existing Strategic Plan that identifies Strategic Priorities for the following two years. Each Strategic Priority should provide three to five Key Intended Outcomes (KIOs) that measure appropriate results for each priority. Annually, each department shall develop departmental performance measures that correspond with the department programs and file them with the City Manger's Office. Goals should be related to core services of the department and should reflect stakeholder needs. The measures should be of a mix of different types, including effectiveness, efficiency, demand and workload. Measures should have sufficiently aggressive "stretch" goals to ensure continuous improvement. Workload- Measures the quantity of activity for a department (e.g., number of calls responded to). Demand - Measures the amount of service opportunities (e.g.. total number of calls). > Efficiency - Measures the relationship between output and service cost (e.g., average cost of the response to a service call). > Effectiveness - Measures the impact of an activity (e.g., percent of people who feel safe). Department Directors shall establish performance measures for each program within their department to monitor and project program performance. These objectives must be linked to the departmental measures they support. Supervisors shall insure that fair, objective and aggressive performance measures for each employee that directly supports program objectives and departmental measures are part of their annual review. Reporting Performance Quarterly summaries of progress on goals and objectives and departmental performance measures will be provided to the City Manager for publishing in the Council's Quarterly Budget to Actual Report. 25 Decision Making and Analysis The City's Strategic Planning and budgeting decisions are based on a number of processes currently in place. The specific tools used are: · ~o Citizen Advisory Boards - (c.g., Budget Review Committee) are teams made up of Residents and City staff to address specific concerns and provide direction and feedback. Several such advisory boards currently exist; · ~. Master Planning - Specific functions and processes are included in written plans, such as the Comprehensive Plan, Stormwater Master Plan, and the ~u'port Master Plan; · :. Fiscal Impact Model - Allocation methodology that quantifies average and marginal revenues and the costs of new development by land use type; · *.o Revenue Forecasting Model - Statistical time series analysis and tracking model of major revenue sources; · ~. Performance Measurement System - Quarterly performance evaluations and reports; · ~' Capital Budgeting Tools - Present Value Payback, Net Present Value Analysis, Own/Lease Analysis, and Return on Investment (ROI) Analysis; o:o Five-YearFinancialPlan-Multi-yearforecasting of revenues and expenditures; Ten-Year Fleet Replacement Program - Equipment replacement covering the useful life of all vehicle classes; Ten- Year Equipment and Maintenance Program - maintenance and replacement schedule covering the useful life of all equipment, other than vehicles; Financial Trend Monitoring System - Systematic analysis of major financial indicators; Capital Improvement Program Policies Alignment The City shall coordinate the development of the Capital Improvement Program budget with the development of the Strategic Plan and Operating Budget, as well as ensuring compliance with the Comprehensive Plan Capital Improvement Element. Future operating expenditures and revenues associated City of Sebastian, Florida Financial Policies with new capital improvements will be projected and included in the operating budget Five-Year Forecasts. Project Selection All capital projects submitted for approval must be justified in terms of how the project supports the achievement of the City's Strategic Priorities. Projects are prioritized and approved based on the relevancy of the project to the City's Strategic Plan and the impact on the end stakeholder(s). Capital Improvement Budget The City shall adopt an annual Capital Budget based on the Capital Improvement Program. Future capital improvement expenditures necessitated by changes in population, real estate development, or in economic base will be calculated and included in the capital improvement budget projections. The originating department of the capital improvement project will identify the estimated costs and funding sources for each capital project proposal before it is submitted to the City Council for approval. The City shall make all capital improvements in accordance with an adopted Capital Improvement Program budget. The City will determine and use the most prudent financial methods for acquisition of capital improvement projects based upon market conditions at the time of acquisition. Capital Equipment Outlay The City will determine and use the most prudent financial methods for acquisition of new or replacement capital equipment, based upon market conditions at the time of acquisition. Capital Replacement Programs - The City shall establish equipment replacement and maintenance needs for at least a ten-year period and will update this projection each year. From this projection, a maintenance and replacement schedule shall be developed and implemented. Funding for these programs will be made through funded depreciation charges to using departments and held in sinking funds created for the purpose of paying for replacements. Additional funding may be obtained through year-end surpluses as identified in the Use of Surplus Policies. Maintenance progranas shall be paid for on a pay-as-you-go program. Maintenance The City shall maintain all capital assets at a level adequate to protect the City's capital investment to minimize future maintenance and replacement costs. Physical Inventory An annual physical inventory (see Fixed Asset Policies) will be conducted to ensure that the replacement, maintenance, and Capital Improvement Program projections are accurate, and that sufficient internal control over capital items is exercised. See Fixed Asset Policies for further information on capital purchases. Debt Management Policies Market Review The City, in conjunction with its financial Consultant, shall review its outstanding debt annually for the purpose of determining if the financial marketplace will afford the City thc opportunity to refund an issue and incur less debt service costs. In order to consider the possible refunding of an issue, a Present Value savings of three percent (3%) over thc life of the respective issue, at a minimum, must be attainable. Debt Issuance When the City finances capital projects by issuing bonds, it shall amortize the debt over a term not to exceed the average useful life of the project(s) financed. If General Obligation Bonds are issued, the City's goal will be to limit the maturity to fifteen (15) years. Capital Improvements, equipment and facility projects shall be classified into "pay-as-you-go" and "debt financing" classifications. Pay-as-you-go capital items will be $150,000 or less with lives often years or less or replacement of existing equipment where depreciation has been paid to a sinking fund. Debt financing will only be used for major, non-recurring items with a minimum often (10) years useful life. The City shall confine long-term borrowing to capital improvements and projects that have useful lives in excess of twenty (20) years. When possible, the City shall use a special assessment or self-supporting financing instead of general obligation bonds, so those benefiting from the improvements will bear all or part of the cost of the project financed. 26 City of Sebastian, Florida Financial Policies Debt Service Levels Annual General Fund debt service expense, if any, will be limited to eight percent (8%) of the General Fund expenditures budget. The City will limit its total outstanding General Obligation debt, if any, to five percent (5%) of the assessed valuation of taxable property. The City will limit the amount of Variable Rate debt to fifteen percent (15%) of the total debt outstancFmg. Bond Ratings The City, along with its Financial Advisor, shall periodically review possible actions to maintain or improve its bond ratings by various rating agencies. The City shall maintain good communications with bond rating agencies and its bond insurers about its financial condition. The City shall follow a policy of "full disclosure" in its Comprehensive Annual Financial Report and bond prospectuses. Revenue Policies Revenue Projections The City shall estimate its annual revenues by objective and analytical processes. The City shall maintain a diversified and stable revenue system to the extent provided by law to insulate it fi~om short-term fluctuations in any one- revenue source. User Fees The City shall recalculate on a bi-annual basis the full cost of selected activities currently supported by user fees and charges to identify the impact of inflation and other cost increases. The City shall set fees and user charges for the Golf Course fund at a level that fully supports the total direct and indirect costs of operation, including depreciation. Reporting and Analysis To ensure compliance with Revenue Policies, Fund Balance Policies, and Budget Policies, the City Finance Department shall prepare reports and analyses annually to monitor, project, and estimate revenue and expenditures, to wit: Five-Year Forecast of Revenues and Expenditures - A planning tool prepared and used by the Finance Department to forecast and project various funds (General, Local Option Gas Tax, Discretionary Sales Tax, Golf Course and Airport); Situational Analysis - Every two years, as part of the Strategic Planning Process, an analysis of the demographic, legislative, and customer reqfflrements shall be made. Part of the project includes a "SWOT" (Strengths, Weaknesses, Opportunities, Threat) analysis. Financial Trend Monitoring System - A set of financial trends and ratios used as leading indicators and as a measurement of relative performance. The Finance Department shall produce this report annually. Revenue Manual - A guide to the major revenue sources that indicates the source, calculation, legal requirements, and accounting guidelines. Updated annually, as necessary, by the Finance Department. Reserve Analysis - The City Finance Director will annually review the reserve levels and produce a report that indicates up-to-date reserve levels as compared to policy goals. Investment Portfolio Reports - A quarterly report designed to track and analyze the performance of our investment portfolio. Investment Policies Investment Management The City Finance Department shall perform a cash flow analysis of all funds on a regular basis. Disbursement, collection, and deposit of all funds will be scheduled to insure optimum cash availability. (See Investment Policy.) When permitted by law, the City shall pool cash from each respective fund for investment purposes. Investments shall be managed by a third-party administrator to achieve optimal return on the City's investments. 27 City of Sebastian, Florida Financial Policies Investment Analysis The City shall review its investment policies established for investing surplus funds to account for changes in legislation and market conditions on an annual basis. The City shall prepare quarterly investment portfolio reports containing the overall performance of the fund. 28 FINANCIAL ACCOUNTING STRUCTURE All operations of City of Sebastian are accounted for by the use of fund accounting. This system ensures the accountability of the City to its citizens, other govermnents, and creditors. Various fimds are established to track transactions for different types of resources. Each fund is a separate entity with its own resources, liabilities, and residual balance. Departments within the City formed to carry out a specific function are identified and accounted for within the system. Departmental functions may be funded fi.om a number of established funds. Funds with similar objectives, activities, and legal restrictions are placed in one of three groups for reporting purposes. Types of Funds Governmental Funds: These funds account for general governmental activities, such as law enforcement, which are largely supported by taxes and fees. They are reported using the current financial resources measurement focus and the modified accmai basis of accounting. All of the governmental funds are budgeted funds, which include the following: [] The General Fund includes ail sources of revenue the city receives that are not designated for a specific purpose. General Fund money may be used by the City Council for legal public purpose. ca Special Revenue Funds account for resources received from special sources dedicated or restricted to specific uses (such as certain grants and assessments). Debt Service Funds are utilized for reporting the accumulation of resources for, and the payments of principal, interest, and other costs associated with long-term debt. ca Capital Projects Funds account for the accumulation and use of resources for the construction/acquisition of buildings, land, infrastructure, and other capital facilities. Enterprise Funds: These funds account for those activities, which are provided by government on a basis consistent with private enterprise. Enterprise Funds are expected to be self-supporting through revenue generated fi.om the services provided. They are reported using the economic resoumes measurement focus and the accrual basis of accounting. All of the enterprise funds are budgeted funds. Permanent Funds: Permanent funds are used to report resources that are legally restricted to the extent that only earnings, not principal, may be used for purposes that support the reporting government's programs. All of the permanent funds are not budgeted funds. Fiduciary Funds: The fiduciary funds are used to account for the collection and disbursement of monies by the city on behalf of other governments and individuals, such as pension, cash bonds and refundable cash deposits. All of the fiduciary funds are not budgeted funds. Description of All Funds General Fund (001) - The General Fund is the general operating fund of the City. It is used to account for all financial resoumes, except those to be accounted for in another fund. The majority of funding is from ad vaiorem (property) taxes. Special Revenue Funds -Special Revenue Funds are used to account for the specific revenues that are legally restricted to expenditures for specified purposes. 29 Community Development Block Grant Fund (106) - This fund is used to account for a Small Cities Grant for infrastructure improvements in the Louisiana Avenue area of the City of Sebastian. Local Option Gas Tax l~nd (120) - This fund is used to account for the government's share of motor fuel tax revenues that are legally restricted to transportation related expenditures within the government's boundaries. Discretionary Sales Tax Fund (130) - This fund is used to account for revenues generated by local option one-cent sales tax. Monies are used for infrastructure improvements and equipment purchases. Recreation Impact Fee Fund (160) - This fund is used to account for recreation impact fees that are restricted for use in the expansion or construction of recreational facilities. Stormwater Utility Fee Fund (163) - This fund is used to account for fees collected on a per unit basis that are restricted for the purposes of managing the City's Stormwater system. Law Enforcement Forfeiture Fund (190) - This fund is used to account for the receipt of forfeited cash and equipment associated with police activities and is restricted to police related equipment purchases and community education initiatives. G.R.E.A.T. Program Fund (191) - This fund is used to account for a federal law enforcement grant to be used for gang resistance, education and training for school children f~om grade school through middle school. Debt Service Funds - Debt Service Funds are used to account for the accumulation of resources for, and the payment of, general long-term debt principal, interest, and related costs. Special Assessment Revenue Bonds Debt Service Fund (201) - This fund is used to account for the receipt of special assessments and the associated repayment of debt. Discretionary Sales Surtax Revenue Bonds Debt Service Fund (230) - This fund is used to account for the accumulation of discretionary sales tax monies pledged to pay the principal, interest, and fiscal charges on the Discretionary Sales Surtax Revenue Bonds. Stormwater Utility Revenue Bonds Debt Service Fund (263) - This fund is used to account for the accumulation of stormwater utility revenue pledged to pay the principal, interest, and fiscal charges on the Stormwater Utility Revenue Bonds. Capital Pro[ect Funds - These funds are used to account for financial resources designated for the acquisition or construction of major capital facilities except those financed by enterprise funds. General Capital Projects Fund (310) - This fund is used to account for the construction of non-stormwater related improvements and general capital construction projects. Governmental resources and State grant revenues are used to finance the improvements in this fund. Capital Improvements Fund (320) - This fund is used to account for the accumulated resources associated with infrastructure improvements such as drainage, parks and buildings. 30 Transportation Improvements Fund (330) - This fund is used to account for transportation related construction such as, roads, intersections, and sidewalks and are funded with govermnental resources, impact fees and State grants. Road Paving Program Fund (335) This fund accounts for the resources associated with debt for the purposes of reconstructing and paving roads. Stormwater Improvements Fund (363) - This fund is used to account for the construction of stormwater related improvements. Stormwater Utility Revenue Bonds, Series 2003 and stormwater assessment fees are used to finance the improvements in this fund. Public Facilities Improvements (390) - This fund is used to account for the resources associated with debt for the purposes of constructing and equipping a new city hall complex, renovation and expansion of the police station, and renovation of old schoolhouse. Enterprise Funds - Enterprise funds are used to account for operations (a) 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 continuing basis be financed or recovered primarily through user charges; or (b) where the goveming body has decided that periodic determination of revenues earned, expenses incurred, and/or net income is appropriated for capital maintenance, public policy, management control, accountability or other purposes. Golf Course Fund (410) This fund is used to account for the activities of the municipal golf course. Airport Fund (450 and 455) - These two funds are used to account for the activities of the municipality's general aviation airport. Permanent Fund Cemetery Permanent Fund (601) - This fund is used to account for principal trust amounts received, sale of cemetery lots and related interest income. One-half of the cemetery lot sale and the interest portion of the trust can be used to maintain the community cemetery. Fiduciary Funds Pension Trust Fund (620) - This fund accounts for the activities of the Police Officer's Retirement System, which accumulates resources for pension benefit payments to qualified officers. Agency Fund (680) - This fund accounts for deposits placed by bidders and developers to guarantee performance pursuant to bid or contract and for deposits for use of city owned buildings and parks to guarantee performance pursuant to contract. 31 DEPARTMENT/DIVISION AND FUNCTION RELATIONSHIP SUMMARY This table sunm~adzes the relationship between City deparm~ents/divisions and the funds in the accounting and budgetary groupings previously described. In addition, the accounting functions used to summarize the operating expenditures/expenses for each department/division are listed. General Enterprise Department/Division Function Fund Fund City Council General Government X City Manager General Government X City Clerk General Government X City Attorney General Government X Finance General Government X Management Information System General Government X Human Resources General Government X Police Special Operations Public Safety X Police Administration Public Safety X Police School Resources Public Safety X Police Patrol Division Public Safety X Community Policing Unit Public Safety X Code Enforcement Division Public Safety X Police Professional Standards Public Safety X Police Detective Division Public Safety X Police Support Services Public Safety X Police Dispatch Unit Public Safety X Engineering Transportation X Stormwater Utility Physical Environment X Road and Maintenance Transportation X Garage Transportation X Parks and Recreation Cultural/Recreation X Cemetery Physical Environment X Growth Management General Govenunent X Building Public Safety X Non-Departmental General Government X Golf Course Administration Cultural/Recreation X Golf Course Greens Division Cultural/Recreation X Golf Course Cart Division Cultural/Recreation X Airport Administration Transportation X 32 CITY OF SEBAST~N, FLO~DA ORG~IZATIONAL C~RT CITIZENS OF Ii SEBAST~N I M ER I ATTORNEY FINANCE PUBLIC WORKS I SYSTEM I MA~TENANCE ' 'l REC~ATION ~ N G] ~ ~ N G q CENTRAL GARAGE CITY CLERK POLICE ~NISTRATION SCHOOL RESOURCE I UNIFORM COMMUNITY POLICING CODE I ENFORCEMENT DETEC~VE I SUPPORT I SERVICES DISPATCH I PROFESSION~ I STANDARDS SPECIAL OPERATIONS BUILDING DEPARTMENTI GOLF COURSE AIRPORT GENERAL SERVICES ADMINISTRATION 33 ITY OF SEBASTIAN, FLORID 2004/2005 ANNUAL FISCAL YEAR 2004-2005 BUDGET CALENDAR DATE DAY 4/15/2004 Thursday 4/21/2004 Wednesday 4/29/2004 Thursday 4/30/04 5/7/04 Friday-Friday 5/12/2004 Wednesday 5/10/04-5/14/04 Monday-Friday 6/2/2004 6/4/04-6/10/04 Wednesday Friday-Thursday 6/18/2004 Friday 7/8/2004 Thursday 7/22/2004 Thursday 7/28/2004 Wednesday 7/29/2004 Thursday 7/30/2004 Friday 8/17/2004 Tuesday 9/7/2004 Tuesday 9/9/2004 Thursday 9/15/04 Wednesday 9/17/2004 Friday 9/21/2004 Tuesday 9/22/2004 Wednesday 9/23/2004 Thursday EVENT City Manager's budget workshop with City Departments/Divisions 5-Year CIP Plan Workshop Fiscal Year 2005 Proposed Budgets due to Finance for compilation Finance compiles budget City Council approves budget calendar Finance Director to meet with Departments/Divisions - go over programs, preliminary budgets, goals, objectives, etc. Estimate of Property Value to be received from Property Appraiser City Manager Fiscal Year 2005 proposed budget meetings with Deparm~ents/Divisions City Manager's Recommended Budget to be mailed to Budget Advisory Committee members with supporting documentation Budget Advisory Committee meeting Budget Advisory Committee meeting DR420 Certification to Set Proposed Maximum Millage Rate 1 st READING OF SCHOOL BOARD BUDGET ~7:00p.m. Fiscal Year 2005 Proposed Budget to City Council Council Budget Workshop ~6:00p.m. - Special Meeting FINAL ADOPTION OF SCHOOL BOARD BUDGET @5:30 p.m. 1st Public Hearing of City Budget-Adopt Preliminary Millage Rate ~6:00p.m.- Special Meeting County 1sT READING OF COUNTY BUDGET ~5:01 p.m. Advertisement Final Public Hearing of City Budget - Adopt Final Millage Rate and Budget Resolution 66:00 p.m. - Regular Council Meeting COUNTY ADOPTION OF BUDGET & MILLAGE RATES ~5:01p.m. Forward Resolutions adopting final millage and budget to Property Appraiser and Tax Collector 34 BUDGET PROCESS The Finance Department coordinates the budget process. The formal budgeting process, which begins in February and ends in September, provides the primary mechanism by which key decisions are made regarding the levels and types of services to be provided, given the anticipated level of available resources. Revenues and expenditures are projected on the basis of information provided by city departments, outside agencies, current rate structures, historical data and statistical trends. Budget Planning Phase The City maintains a Capital Improvement Program (CH?) as part of the Comprehensive Redevelopment Plan of the City of Sebastian in order to plan for the future needs of capital facilities and infrastructures (see Schedule section - Five Year Capital Improvement Program). This plan covers a five-year period, and identifies major capital projects, as well as the means by which they will be financed. City adopts the annual capital budget along with the operating budget. As part of the planning process, the operating impact of capital projects must be considered and incorporated into the operating budget. The planning phase for the operating budget begins with the preparation of the budget instructions, examples, and training materials. Budget Preparation The process of developing the operating budget begins officially in February of each year. The budget preparation process provides department directors an opportunity to examine their program(s) of operation, to propose changes in current services, to recomrnend revisions in organizations and methods, and to oudine requirements for capital outlay items. Finance Department works closely with department/divisions to formulate performance measures for the upcoming fiscal year. Human Resources Department assists departments/divisions with new personnel requests. In March each year, basic operating budget request forms, and data on prior year appropriations are distributed to the departments. Each department director must compile a budget request for the new fiscal year and enter the budget request and justification into the Microsot~ Excel format forms. Budget Review During the budget review phase, the City Manager and Finance Department analyzes new positions, operating and capital budget requests; review service levels and the Finance Department compiles the revenue estimates; and recommends funding levels. Budget recommendations regarding requests for new personnel and capital are based on: 1) program priorities as submitted by department directors; and 2) available funding after current services are budgeted (funding levels required to maintain the status quo). City Manager's recommendations on operating and capital budgets and new personnel requests are reviewed with department directors. In June, the City Manager's recommended budget is distributed to Budget Advisory Committee members. Three meetings are scheduled in July for the Budget Advisory Committee and the Finance Department to review the City Manager's recommended budget. Budget Adoption The formal adoption process begins with the Budget Advisory Committee's presentation to City Council in August, followed by a budget workshop. The workshop provides council members an opportunity to review the budget submission and capital improvement program with department heads to ensure that the requests meet the best interests of the City of Sebastian and its citizens. The final step before budget adoption is to hold two budget hearings to present the proposed millage rate and budget. This essential step provides a means for the citizens to comment directly to the Mayor and City Council regarding priorities. According to State regulations, the first public heating must be held within 80 days of certification of property values but not earlier than 65 days after certification. At this hearing, the City presents the proposed millage 35 OF FLOmi A 2004/2005 Bul)GE I rate and tentative budget and, if the millage rate to be adopted is higher, the percent difference from the rolled-back rate is announced at this time. Within 15 days of the first hearing, the City must advertise its intent to adopt a final millage rate and budget. Finally, the millage rate and budget are adopted by separate resolutions of the City Council at the second hearing which must be held not less than two days or more than five days after the day that the advertisement is first published. Budget Implementation The budget process does not end with legal adoption of the budget. Finance staff along with City departments, monitors the budget throughout the fiscal year. An integrated financial software system provides budgetary control and various budgetary reports to aid in this process. Budget adjustments are allo~ved based on the criteria stated in the City's financial policies. Any unexpended appropriations lapse at the close of the fiscal year. 36 lCITY OF SEBASTIAN, FLORIDA 2004/2005 ANNUAL BUImET! GENERAL FUND The General Fund is the main operating find for the City of Sebastian. Total approved budget for Fiscal Year 2004-2005 is $11,121,267, which is 51.18% of city's total adopted budget. The General Fund is used to account for all financial resources, except those required to be accounted for in another fund. As shown in the gxaph below, the five largest sources of revenue within the General Fund are Ad Valorem Taxes, Intergovernmental Revenues, Utility Service Tax, Licenses and Permits, and Franchise Fees. Majority part of the Intergovernmental Revenues comes fi'om state shared revenues, such as Local Half-Cent Sales Tax and Municipal Revenue Sharing. More than seventy-eight percent of total Licenses and Permits revenue estimate is from building permit and review fees. A fund transfer from Discretionary Sales Surtax Revenue Fund constitutes 5% of revenues for the General Fund. This transfer reimburses the General Fund for all emergency vehicles costs related to law enforcement and capital expenditures related to Discretionary Sales Tax funded capital projects. The Table G-1 presented on page 38 compares the Fiscal Year 2004-05 estimated revenue sources with budget and actual of prior years. General Fund Revenues Source of Funds Miscellaneous Transfers-In Cash Forward Revenue ,, 5% ? 3% Franchise Fees 2% / : 8% -'~ / 1% Ad Valorem ~ Taxes 33% Charges For Services 2% Intergovern- mental RevenueJ' 17% Licenses and Permits 12% Utility Service 17% City services are provided mainly through the General Fund revenues. The graph presented below shows that 42% of total expenditures are allocated to public safety related activities. Other city services, excluding golf course and airport administration, are included in general government, transportation, cultural & recreation, and physical environment. Transportation 15% General Fund Expenditure Use of Funds Culture and General Recreation -I : Government 8% ~ / 24% Physical Environment 11% ~,~ Public Safety 42% 37 TABLE G-1 GENERAL FUND REVENUE Code: 001501 l'he Fiscal Year 2004-2005 adopted budget for General fund Revenue is $11,121,267. This compares to the 2003-04 projected Seneral fund revenue of $10,287,618, an increase of $833,649 or 8.1%. Amended Projected Adopted FY 01-02 FY 02-03 FY 03-04 FY 03-04 FY 04-05 Description Actual Actual Budget Revenue Budget Difference Faxes and franchise fees $4,855,213 $5,289,334 $5,604,935 $ 5,895,507 $ 6,567,843 $ 672,336 Licenses and permits 578,695 878,096 1,051,956 1,293,108 1,317,494 24,386 Inter-governmental revenue 1,669,589 1,813,365 1,701,954 1,864,741 1,929,834 65,093 Seneral government charges for service 300,321 216,160 186,454 169,825 174,937 5,112 Fines and forfeits 120,652 116,753 126,064 121,813 118,615 (3,198) Interest earnings 105,229 81,708 75,948 62,766 102,844 40,078 Rents and royalties 37,067 39,382 34,102 27,316 27,316 Sales of assets 7,900 7,901 8,350 7,118 5,861 (1,257) Contributions/donations 37,872 20,725 20,060 17,530 18,000 470 ~ther miscellaneous revenues 28,447 15,195 13,850 19,913 14,570 (5,343) Totalrevenues $7,740,985 $8,478,619 $8,823,673 $ 9,479,637 $10,277,314 $ 797,677 [nterfund transfers 280,850 531,241 397,228 394,939 527,828 132,889 ~ther sources 413,042 413,042 316,125 (96,917) Total revenues and other sources $8,021,835 $9,009,860 $9,633,943 $10,287,618 $11,121,267 $ 833,649 Fiscal Year 2004-05 Adopted Budget: Major Current Level Changes from 2003-04 Projected Revenue: Differance 1. Taxes and franchise fees - Increase results fi.om continued growth in home construction and property values as well as an increase in the electric franchJ, se fees based upon current trend analysis. $ 672,336 2. Licenses and permits - Increase results from continued growth m home construction and an increase in :lriveway pem~it fees approved by City Council in June 2004. $ 24,386 3. Intergovernmental - Increase results fi.om slight increases in state share revenues based upon current trend analysis. $ 65,093 4. General government charges for service - Slight increase results fi.om the the growth of our Commumty Center recreation program. $ 5,112 5. Fines and forfeits - Decrease clue to a projected reduction m parking ticket revenue based upon current trend analysis. $ (3,198) Interest earnings - Increase due to a interest rate increase based on interest rate analysis. $ 40,078 Rents and royalties - Expectation are the rents and royalties will remain stable with last fiscal year. $ 8. Sales of assets - Decrease due to most equipment has been sold in previous years. $ (1,257) 9. Contrthutinns/Donations - Slight increase due to the cantmuecl popularity and sales or' the paver bricks purchased around the clock tower. $ 470 10. Other miscellaneous revenues - Decrease due to the increased interest m satbty incentives, resulting m a reduction of insurance claims, and therefore a reduction in reimbursement proceeds. $ (5,343) 11. lntert~nd transfers - increase mainly clue to an increase in the transtbr fi.om the Discretmnary Sales Tax Revenue Fund. $ 132,889 12. Other sources - Decrease clue to mount needed to achieve the result of no millage increase Ior FY 2004-05. $ (96,917) 38 Table G-2 lists General Fund expenditures by department/division. Table G-3 lists individual department/division details broken down by salaries & benefits, operating expenses, and capital outlay. TABLE G-2 SUMMARY OF GENERAL FUND EXPENDITURES BY DEPARTMENT/DIVISION Org FY 01102 Code Description Actual 010001 City Council S 37,859 010005 City Manager 273,669 010009 City Clerk 272,884 010010 City Attorney 114,140 010020 Finance 354,044 010021 Management Information Svs. N/A 010035 Human Resources 170,099 010040 Police Special Operations N/A 010041 Police Administration 140,470 010042 Police School Resource 98,820 010043 Police Patrol Division 1,212,934 010044 Community Policing Unit 101,050 010045 Code Enforcement Division 89,010 010046 Professional Standards N/A 010047 Police Detective Division 394,683 010048 Police Support Services 203,686 010049 Police Dispatch Unit 308,567 010051 Engineering 323,195 010053 Stormwater Utility N/A 010052 Roads and Maintenance 1,286,119 010054 Garage 142,443 010057 Parks and Recreation 613,506 010059 Cemetery 87,866 010080 Growth Management 218,274 010085 Building Department 343,932 010099 Non-Departmental 813,053 Change Actual FY 04/05 From % Icy 02/03 FY 03/04 to FY 03/04 Adopted Prior Year Increase Actual Budget 3/31/04 Proiected Budget Projected {Decrease) $ 44,532 $ 37,440 $ 14,332 $ 36,940 $ 42,278 $ 5,338 14.5% 301,241 338,004 154,716 335,949 371,971 36,022 10.7% 253,320 285,398 134,192 283,679 307,776 24,097 8.5% 123,787 135,303 61,869 135,303 176,469 41,167 30.4% 321,887 345,884 180,956 343,736 369,600 25,864 7.5% 102,473 107,941 51,402 107,372 135,307 27,935 26.0% 192,027 195,552 91,659 194,784 209,884 15,100 7.8% N/A N/A N/A N/A 283,878 283,878 100.0% 164,397 298,935 145,278 289,904 305,090 15,186 5.2% 119,631 129,014 60,786 128,672 164,889 36,217 28.1% ],597,915 1,753,832 772,998 1,753,932 1,737,847 (16,085) -0.9% 127,839 141,252 60,491 138,473 144,347 5,874 4.2% 89,429 100,169 52,345 100,169 115,611 15,442 15.4% N/A 86,391 49,427 88,691 92,959 4,268 4.8% 423,792 407,653 175,347 407,653 466,464 58,811 14.4% 274,908 258,943 118,741 258,139 275,753 17,614 6.8% 360,492 365,089 167,173 362,718 422,701 59,983 16.5% 416,890 489,161 219,597 486,264 482,750 (3,514) -0.7% 813,907 931,075 428,692 869,810 1,044,205 174,395 20.0% 853,688 913,343 429,652 902,112 1,026,990 124,878 13.8% 161,850 161,935 79,980 158,144 192,488 34,344 21.7% 672,179 748,156 369,771 756,793 936,369 179,576 23.7% 113,650 137,610 61,517 137,190 143,390 6,200 4.5% 209,351 235,470 111,328 236,795 256,829 20,034 8.5% 408,937 500,168 242,457 496,705 561,825 65,120 13.1% 734,148 530,225 334,229 634,967 853,597 218,630 34.4% Total General Fund Expenditures $ 7,600,303 $ 8,882,269 $ 9,633,943 $ 4,568,935 $ 9,644,894 $ 11,121,267 $ 1,476,374 15.3% 39 ITY OF SEBASTIAN, FLORIDA 2004/2005 ANNUAL I Department TABLE G-3 General Fund Expenditure By Department/Division Actual Actual Budget Projected Budget IChange from Projected I $ (32)I $ 3,070I $ 2,300 $ 5,338 CITY COLrNCIL PERSONAL SERVICES OPERATING EXPENDITURES CAPITAL OUTLAY TOTAL $ 21,315 $ 21,430 $ 21,490 $ 21,490 $ 16,544 $ 19,902 $ 15,950 $ 15,450 $ - $ 3,200 $ - $ $ 37,859 I $ 44,532 $ 37,440 $ 36,940 $ 21,458 $ 18,520 $ 2,300 $ 42,278 CITY MANAGER PERSONAL SERVICES OPERATING EXPENDITURES CAPITAL OUTLAY TOTAL $ 257,044 $ 280,782 $ $ 15,774 $ 18,944 $ $ 851 $ 1,515 $ $ 273,669 $ 301,241 $ 315,545 352,986 $ 315,546 $ 20,403 $ - $ 335,949 18,985 22,459 338,004 371,971 $ 37,440I S$ (l'418)I- $ 36,022I CITY CLERK PERSONAL SERVICES OPERATING EXPENDITURES CAPITAL OUTLAY TOTAL $ 217,320 $ 198,297 $ 225,69415 225,694}$ 237,371 $ 54,398 $ 49,287 $ 58,204I $ 56,485I $ 70,405 $ 1,166 $ 5,736 $ 1,500 $ 1,500 $ 272,884 $ 253,320 $ 285,398 $ 283,679 $ 307,776 I$ 11,677I $ 13,920I $ (1,5oo) $ 24,097 CITY ATTORNEY PERSONAL SERVICES OPERATING EXPENDITURES CAPITAL OUTLAY TOTAL $ 109,163 $ 118,404 $ $ 4,977 $ 3,868 $ $ - $ 1,515 $ $ 114,14015 123,787 $ FINANCE 129,969 5,334 $ 129,969 $ 5,334 $ 169,974 $ 6,495 $ 40,006 $ 1,161 $ 135,303 $ 135,303 $ 176,469 $ 41,167 PERSONAL SERVICES OPERATING EXPENDITURES CAPITAL OUTLAY TOTAL 268,015 $ 254,196 $ 78,379 $ 66,176 $ 7,650 $ 1,515 $ 354,044 $ 321,887 $ 276,513 69,371 25,567 $ 276,513 $ $ 67,223 $ $ - $ $ 343,736 $ 302,080 ] $ 67,520 $ $ 369,600 $ 297 345,884 25,864 MANAGEMENT INFORMATION SERVICES PERSONAL SERVICES N/A OPERATING EXPENDITURES N/A CAPITAL OUTLAY N/A TOTAL N/A $ 73,278 $ 87,879 $ 87,879 $ 114,756 $ 20,914 $ 19,012 $ 18,446 $ 20,551 $ 8,281 $ 1,050 $ 1,047 $ $ 102,473 $ 107,941 $ 107,372 $ 135,307 $ 26,877[ $ 2,1o5I $ (1,047) $ 27,935 HUMAN RESOURCES PERSONAL SERVICES $ 139,851 OPERATING EXPENDITURES $ 30,248 CAPITAL OUTLAY $ TOTAL $ 170,099 $ 152,410 $ $ 38,103 $ $ 1,514 $ $ 192,027 $ 169,062 26,490 195,552 209,884 $ 169,062 $ 184,718 $ 25,722 $ 25,166 $ - $ 194,784 $ 15,656[ (556)I. 15,100I POLICE DEPARTMENT ~ SPECIAL OPERATIONS PERSONAL SERVICES N/A OPERATING EXPENDI I'URES N/A CAPI'I AL OUTLAY N/A TOTAL N/A N/A I N/A N/A $ 258,435 N/A I N/A N/A $ 21,443 N/A N/A N/A $ 4,000 N/A N/A N/A $ 283,878 N'AI N/A N/A N/A POLICE DEPARTMENT - ADMINISTRATION $ 122,557 PERSONAL SERVICES OPERATING EXPENDITURES $ 17,913 CAPITAL OUTLAY $ TOTAL $ 140,470 $ 143,296 $ 21,101 $ $ 164,397 263,430 $ 254,057 $ 282,5671$ 28,51oI 20,505 $ 20,847 $ 19,523 [ $ (1,324)I 15,000 $ 15,000 $ 3,000 $ (12,000) 298,935 $ 289,904 $ 305,090 $ 15,186 40 [CITY OF SEBASTIAN, FLOmDA 2004/2005 ANNUAL BUDGETI General Fund Expenditure By Department/Division - Continued Department I2002 Projected I Actual I 2003 Actual I 2004 Budset I 2004 Projected I 2005 BudgetI Change from POLICE DEPARTMENT - SCHOOL RESOURCE UNIT PERSONAL SERVICES i 89,345l$ 109,114 $ 117,621 $ 117,62115 123,883 $ 6,262I OPERATING EXPENDITURES 7,949 I$ 9,518 $ 10,793 $ 10,451 $ 8,506 $ (1,945)I CAPITAL OUTLAY 1,526 $ 999$ 600$ 600 $ 32,500 $ 31,900 TOTAL 98,820 $ 119,631 $ 129,014 $ 128,672 $ 164,889 $ 36,217 POLICE DEPARTMENT - PATROL PERSONAL SERVICES OPERATING EXPENDITURES CAPITAL OUTLAY TOTAL 1,000,041 1s 1,339,735 1$ 1,531,624 $ 1,531,624 [$ 1,418,660 83,317 1$ 108,121 [$ 94,016 $ 94,116 1$ 121,082 129,576 $ 150,059 $ 128,192 $ 128,192 $ 198,105 1,212,934 $ 1,597,915 $ 1,753,832 $ 1,753,932 $ 1,737,847 $ (112,964)[ $ 26,966[ $ 69,913 $ (16,085) POLICE DEPARTMENT - COMMUNITY POLICING UNIT OPE1LATINGEXPEND1TURES $ 10,686 $ 11,450 $ 11,564 $ 19,753 $ 10,968 CAPITAL OUTLAY $ $ - - - $ 3,550 $ 3,550 TOTAL 101,050 [ $ 127,839 [ $ 141,252 $ 138,473 $ 144,347 $ 5,874 POLICE DEPARTMENT - CODE ENFORCEMENT OPERATYNGEXPENDITURES $ 8,100 $ 9,833 $ 9,980 9,980 $ 11,545 $ 1,565 CAPITAL OUTLAY 18,505 $ - $ - - $ - $ TOTAL 89,010 $ 89,429I $ 100,169 I $ 100,169 $ 115,611 $ 15,442 POLICE DEPARTMENT - PROFESSIONAL STANDARDS PERSONAL SERVICES N/A N/A $ 86,391$ 86,391 $ OPERAEING EXPENDITURES N/A N/A i - $$' 2,300 $ CAPITAL OUTLAY N/A N/A - $ TOEAL N/A N/A 86,391 I $ 88,691 $ 81,68915 (4,702)1 11,270. $ $ 8,970 92,959 $ 4,26~ POLICE DEPARTMENT - DETECTIVE PERSONAL SERVICES OPERATING EXPENDITURES CAPITAL OUTLAY TOTAL $ 315,744 $ 351,229 $ 298,140 $ $ 57,959 $ 59,281 $ 63,013 $ $ 20,980 $ 13,282 $ 46,500 $ $ 394,683 $ 423,792 $ 407,653 I$ 298,140 63,013 $ 337,194 $ 68,770 $ 60,500 46,500 407,653 $ 466,464 39,054 5,757 14,000 58,811 POLICE DEPARTMENT - SUPPORT SERVICES PERSONAL SERVICES OPERATING EXPENDITURES CAPITAL OUTLAY TOTAL $ 187,677 $ 206,977 $ 236,752 $ 236,752 $ 256,061 $ 15,158 $ 18,756 $ 22,191 $ 21,387 $ 18,887 $ 851 $ 49,175 $ - $ - $ 805 $ 203,686 $ 274,908 $ 258~943 I $ 258,139 $ 275,753 19,309 (2,500) 805 17,614 POLICE DEPARTMENT - DISPATCH PERSONAL SERVICES OPERATING EXPENDITURES CAPITAL OUTLAY TOTAL $ 281,987 $ 288,634 $ 334,599 $ $ 23,718 $ 23,915 $ 30,490 $ $ 2,862 $ 47,943 $ - $ $ 308,567 $ 360,492 $ 365,089I $ 334,599 $ 385,106 $ 28,119 $ 27,895 $ ' $ 9,700 $ 362,718 $ 422,701 $ 5o,5o7I (224)] 9,700 59,983 ENGINEERING I$ 290,620 $ 381,843 $ 409,841 $ 409,842 $ 441,000 $ 31,158 $ 19,550 $ 32,405 $ 43,031 $ 40,129 $ 38,550 $ (l,579) $ 13,025 $ 2,642 $ 36,289 $ 36,293 $ 3,200 $ (33,093) $ 323,195 $ 416,890 $ 489,161 $ 486,264 $ 482,750 $ (3,514)[ PERSONAL SERVICES OPERATING EXPENDITURES CAPITAL OUTLAY TOTAL 41 ]CITY OF SEBASTIAN, FLORIDA 2004/2005 ANNUAL BUDGET[ General Fund Expenditure By Department/Division - Continued Department Actual Actual Budget Projected Budl~et STOR/vlWATER UTIL1TY PERSONAL SERVICES OPERATING EXPENDITURES N/A N/A CAPITAL OUTLAY N/A TOTAL N/A 455,12615 555,753 $ 549,723l$ 642,795 219,02215 366,322 $ 315,050 $ 317,351 139,759 $ 9,000 $ 5,037 $ 84,059 813,907 $ 931,075 $ 869,810 $ 1,044,205 Change from Projected * 93,072I $ 2,3011 $ 79,022 $ 174,395 PUBLIC WORKS - ROADS AND MAINTENANCE PERSONAL SERVICES OPERATING EXPENDITURES CAPITAL OUTLAY TOTAL 979,881 $ 681,597 I $ 756,364 $ 756,364 222,992 $ 145,99015 140,479 $ 129,248 83,246 $ 26,101 $ 16,500 $ 16,500 1,286,119 $ 853,688 $ 913,343 $ 902,112 $ 828,103I$ 71,7391 $ 166,387I $ 37'1391 $ 32,500 $ 16,000 $ 1,026,990 $ 124,878 PUBLIC WORKS - CENTRAL GARAGE PERSONAL SERVICES OPERATING EXPENDITURES 113,585 $ 17,845 $ 11,013 $ 142,443 $ CAPITAL OUTLAY TOTAL PUBLIC WORKS - PARKS & REC 130,574 $ 1381283 $ 20,676 $ 20,952 $ 10,600 $ 2,700 $ 161,850 $ 161,935 $ 138;283 $ 163,444 1 $ 18,496 $ 19,9041 $ 1,365 $ 9,140 $ 158,144 $ 192,488 $ 25,161 1,408 7,775 34,344 PERSONAL SERVICES OPERATING EXPENDITURES CAPITAL OUTLAY TOTAL $ 436,002 $ 481,921 $ 607,027 $ 607,027 $ 144,479 $ 147,914 $ 114,693 $ $ 33,025 $ 42,344 $ 26,436 $ $ 613,506 $ 672,179 $ 748,156 $ 756,793 $ 731,756 $ 124,729 123,330 $ 124,963 $ 1,633 26,436 $ 79,650 $ 53,214 $ 936,369 $ 179,576 PUBLIC WORKS - CEMETERY PERSONAL SERVICES OPERATING EXPENDITURES $ CAPITAL OUTLAY $ TOTAL $ 72,577 $ 94,829 $ 104,698 15,289 $ 17,761 $ 16,412 $ - $ 1,060 $ 16,500 $ 16,500 $ 87,866 I $ 113,650 $ 137,610 $ 137,190 $ 17,616 104,398 $ 122,014 16,292 $ 18,376 $ 2,084 $ 3,000 $ 143,390 $ (13,500) $ 6,200 GROWTH MANAGEMENT PERSONAL SERVICES OPERATING EXPENDITURES CAPITAL OUTLAY TOTAL $ 173,097 $ 189,152 $ $ 45,177 $ 18,684 $ $ - $ 1,515 $ $ 218,274 I $ 209,351 $ 217,500$ $ 217,500 $ 237,587I $ 2o,o87I 17,970 $ 19,295 $ 19,242 $ (53) _ . $ - $ - 235,47015 236,795 $ 256,829 $ 20,034I BUILDING DEPARTMENT PERSONAL SERVICES OPERATING EXPENDITURES CAPITAL OUTLAY TOTAL $ 297,869 $ 386,922 $ 476,062 $ 476,062I $ 535,625 I $ 59,563 $ 26,248 $ 22,015 $ 24,106 $ 20,643I $ 24,500I $ 3,857 $ 19,815 $ -$ -$ - $ 1,700 $ 1,700 $ 343,932 $ 408,937 I $ 500,168 ] $ 496,705 $ 561,825 $ 65,120 NON-DEPARTMENTAL PERSONAL SERVICES $ 239,543 $ 26,128 $ 5,000 $ 10,377 $ 49,381 $ 39,004 OPERATING EXPENDITURES $ 422,655 $ 423,820 $ 521,225 $ 620,590 $ 634,216 $ 13,626 DEBT SERVICE $ 35,855 $ - $ - $ $ $ GRANTS AND AIDS $ 15,000 $ 200$ 4,000 $ 4,000 $ $ (4,000) INTERFUND TRANSFERS OUT $ 100,000 $ 284,000 $ - $ $ $ CONTINGENCY $ - $ - $ - $ $ 170,000 $ 170,000 TOTAL $ 813,053 $ 734,148 $ 530,225 $ 634,967 $ 853,597 $ 218,630 42 ]CITY OF SEBASTIAN, FLORIDA 2004/2005 ANNUAL BUDGET~ General Fund Expenditure By Department/Division ~ Continued IDepartment IActual2002IActual2003 IBudget2004 [Projected2004 IBudget2005IChangeprojectedfrom TOTALS PERSONAL SERVICES $ 5,766,002 $ 6,561,859 $ 7,585,114 $ 7,574,790 $ 8,503,753 $ 928,964 OPERATING EXPENDITURES $ 1,339,355 $ 1,527,456 $ 1,744,562 $ 1,771,134 $ 1,919,805 $ 148,671 CAPITAL OUTLAY $ 344,091 $ 508,755 $ 300,267 $ 294,970 $ 527,709 $ 232,739 DEBT SERVICE $ 35,855 $ $ - $ $ $ GRANTS AND AIDS $ 15,000 $ 200$ 4,000 $ 4,000 $ $ (4,00C 1NTERFUND TRANSFERS OUT $ 100,000 $ 284,000 $ - $ $ $ CONTINGENCY $ $ $ - $ $ 170,000 $ 170,000 I'OTAL GENERAL FUND $ 7,600,303 $ 8,882,269 $ 9,633,943 $ 9,644,894 $11,121,267 $ 1,476,374 43 [CITY OF sEBAS~i~' FL0~D~ 2004/2~0S ~AL S~DG~:TI CITY OF HOME OF PELICAN ISLAND This Page Intentionally Left Blank 44 CITY COUNCIL The City Council consists of five members. The Mayor and Vice-Mayor are elected by the City Council annually. The City Council is responsible for legislative functions of the City Government, including adoption of ordinances and policies, and is responsible for appointing members of volunteer boards and conunittees. Qualified voters of the City elect members of the Council at-large. Terms of office are two years and all City Council members must be at least 18 years of age and be registered voters. Regular meetings of the City Council are held on the second and fourth Wednesday of each month at City Hall. Workshop and special meetings may also be scheduled. PROGRAM BUDGET DESCRIPTION FOR CITY COUNCIL NATURE OF ACTIVITY Regular and Special Meetings - Attendance at meetings (24 regular and 12 workshop/special meetings). Responsible for all legislative ftmctions of City Government, including the establishment of laws and policies, and appointing qualified citizens to boards and committees. City Functions and Events - Attendance at functions. Public relations. Conference~ Legislative~ Count¥~ State~ and Local ~ - Attendance at meetings. City representation at ali levels of government and intra-govemmental affairs. Citizens' Problems and Complaints - Assisting Citizens in referring complaints and problems to the Cit~ Manager for follow-up. CITY COUNCIL BUDGET SUMMARY The Fiscal Year 2004-2005 proposed budget for City Council is $42,278. This compares to the 2003-04 projectec expenditures of $36,940, a increase of $5,338 or 14.5%. Projected Adopted FY 01-02 FY 02-03 FY 03-04 FY 03-04 FY 04-05 Actual Actual Budget Expenditures Budget Difference PersonalServices $ 21,315 $ 21,430 $ 21,490 $ 21,490 $ 21,458 $ (32) Operating Expenses 16,544 19,902 15,950 15,450 18,520 3,070 Capital Outlay 3,200 2,300 2,300 Total $ 37,859 $ 44,532 $ 37,440 $ 36,940 $ 42,278 $ 5,338 Fiscal Year 2004-05 Adopted Budget: Major Current Level Changes from Fiscal Year 2003-04 Projected Expenditures: Difference 1. Personal Services - Decrease due to reduction in workers' comp premiurm $ (32) 2. Operating Expenses ~ Increase due to the addition of telephone and interact access, as well as office supplies associated with the new council members offices. $ 3,070 3. Capital Outlay - Increase due to (2) computers for council members at the new City Hall offices. $ 2,300 45 ]CITy OF SEB~STi~ ~LORIDA 2~i2005 ~NNUAL BUDGET] PERSONAL SERVICES SCHEDULE CITY COUNCIL F/T/E Projected Adopted PAY POSITION YEARS Expense Budget POSITION RANGE GRADE 01-02 02-03 03-04 03-04 04-05 Mayor 5,400 1.00 1.00 1.00 $ 5,400 $ 5,400 Vice-Mayor 3,600 1.00 1.00 1.00 3,600 3,600 Council Member 3,600 3.00 3.00 3.00 10,800 10,800 5.00 5.00 5.00 TOTAL SALARIES FICA Taxes Worker's Compensation Insurance Total Personal Services $ 19,800 $ 19,800 1,515 1,515 175 143 $ 21,490 $ 21,458 ~APITAL OUTLAYSCHEDULE !ITY COUNCIL Priority Number 1 Description Computers (2) EXPENDITURES PER FISCAL YEAR 2004-05 2005-06 2006-07 200%08 2008-09 TOTAL $ 2,300 $ $ $ $ $ 2,300 $ 2,300 $ $ $ $ $ 2,300 46 ICITY OF SEBASTIAN, FLORIDA 2004/2005 ANNUAL BUDGET] CITY COUNCIL Code: 010001 Actual FY 04/05 &ccount FY 01/02 FY 02/03 FY 03/04 to FY 03/04 Adopted Number Description Actual Actual Budget 03/31/2004 Proiected Budget PERSONAL SERVICES 511200 Legislative Salaries 19,800 19,800 19,800 9,900 19,800 19,800 ;12100 FICA Taxes 1,515 1,515 1,515 757 1,515 1,515 512400 Worker's Comp Insurance 0 115 175 131 175 143 tOTAL PERSONAL SERVICES 21,315 21,430 21,490 10,788 21,490 21,458 OPERATING EXPENDITURES 534000 Travel & Per Diem 7,700 11,793 9,000 2,521 9,000 10,895 534101 Telephone 0 0 0 0 0 425 534110 Internet Access 0 0 0 0 0 75 534640 R & M Operating Equipment 4,155 0 0 0 0 0 534800 Promotional Activities 588 640 1,000 183 1,000 1,000 535200 Departmental Supplies 246 914 550 0 550 1,000 535410 Dues and Memberships 200 200 200 0 200 200 535420 Books m~d Publications 50 50 200 40 200 200 535450 Training m~d Education 3,605 6,305 5,000 800 4,500 4,725 tOTAL OPERATING EXPENDITURES 16,544 19,902 15,950 3,544 15,450 18,520 CAPITAL OUTLAY ~06400 Vehicles and Equipment 0 3,200 0 0 0 2,300 YOTAL CAPITAL OUTLAY 0 3,200 0 0 0 2,300 YOTAL CITY COUNCIL 37,859 44,532 37,440 14,332 36,940 42,278 47 CITY MANAGER In 1987, the voters of Sebastian adopted the Council/Manager form of government. The City Manager, appointed by and serving at the pleasure of the City Council, is the chief operating officer of municipal government. The City Manager's office provides administrative direction for all municipal operations consistent with goals adopted by City Council. As such, the City Manager implements policies of the City Council and is responsible for the day-to-day operations of the City, as well as ensuring that services and operations function in an efficient, timely and cost effective manner while still in accordance with City Council objectives. As chief administrative officer of the City, the City Manager's office is involved in the following functions: the daily administration of the City; appointing authority for all city employees; supervision and evaluation of the management team; coordination of intra and inter-governmental affairs; acting as the administrative spokesperson for the City; formulation of the annual budget; recommendations with respect to departmental and non-departmental expenditures and the capital improvement program; preparation of reports and data to assist the City Council in making formal decisions; ensuring effective and efficient action on citizen complaints and requests for service; and, conducting administrative research and analysis. The City Manager's office is also responsible for the General Services Administration function, which includes Purchasing and Contract Administration under the General Services Administrator. FISCAL YEAR 2005 GOALS AND OBJECTIVES City Operations Apply for grants and secure funding for various city projects Conclude Water Expansion Program with Indian River County Department of Utilities. Continue citywide street paving program Continue to administer effective and efficient citywide purchasing/procurement program. Review departmental operations and staffing to assure efficiency and effectiveness. Quality Service to Citizens Meet periodically with community groups to present information about City operations and address questions and/or concerns respectively. ~' Participate with other City affiliated activities > Promote quality service with City employees Provide Effective Support to City Council > Resolve City Council concerns, as communicated individually and by citizenry. >' Enhance quantity and quality of information provided to City Council relative to municipal operations. ~ Work with City Council to establish and articulate overall mission of local government. Maintain Positive Intergovernmental Relations ~ Full membership and participation in the International City/County Management Association (ICMA), Florida City/County Management Association (FCCMA) and Florida League of Cities activities. > Meet and communicate regularly with representatives of other jurisdictions and agencies to address issues of mutual interest and benefit. 48 PROGRAM BUDGET DESCRIPTION FOR CITY MANAGER STAFFING NATURE OF ACTIVITY 03/04 04/05 50.00% 50.00% Management and Supervision of City Programs ant/ Proiects - Plan, organize, direct, coordinate, and report on City Projects. Improve and expand efforts for quality public services. 25.00% 25.00% Preparation of City Council Agenda - Provide City Council members with recommendations for actions on matters requiring legislative actions, and implementation of Council decisions. Initiate and review all matters requinng Council actions. Implement Council actions. 25.00% 25.00% Intergovernmental Affairs - Represent City in intergovernmental matters. Serve as City representative on task forces, committees and planning groups. Administer inter-local agreements. Monitor and report State and Federal legislation affecting the City. 100,00% 100.00°/O CITY MANAGER BUDGET SUMMARY Pne Fiscal Year 2004-2005 adopted budget for City Manager is $371,971. This compares to the 2003-04 projected :xpenditures of $335,949, an increase of $36,022 or 10.7%. ?ersonal Services Dperating Expenses Uapital Outlay total Projected Adopted FY 014)2 FY 02-03 FY 03-04 FY 03-04 FY 04-05 Actual Actual Budget Expenditures Budget Difl~ence $ 257,044 $ 280,782 $ 315,545 $ 315,546 $ 352,986 $ 37,440 15,774 18,944 22,459 20,403 18,985 (1,418) 851 1,515 $ 273,669 $ 301,241 $ 338,004 $ 335,949 $ 371,971 $ 36,022 Fiscal Year 2004-05 Adopted Budget: Major Current Level Changes fzom Fiscal Year 2003-04 Projected Expenditures: Difference I. Personal Services - Increase mainly due to the request of two part-time receptionists for the city hall, an :stimated 24% Increase in health insurance premimm, a 5.5% increase for exempt management employees ,er Management Benefits Package, and an increase in deferred compensation and worker's compensation ,remiums which are wage driven. $ 37,440 Operating Expenses - Net decrease in travel expenditures. $ (1,418) Capital Outlay - No forecasted capital outlay in FY 2004-05. $ 49 IITY OF SEBASTIAN, FLORIDA 2004/2005 ANNUAL PERSONAL SERVICES SCHEDULE PO~rllON ~ity Manager ~neral Services Adminislrator ;xecutive Assistant Buyer ?;r Recep~mst(2) F/T/E Projected Adopted PAY ~osmoN YEARS Expense Budget RANGE GRADE 02-03 03-04 04-05 03/04 04/05 1.00 1.00 1.00 $ 91,762 $ 91,700 51,386/92,808 81E 1.00 1.00 1.00 58,213 61,400 33,963/61,341 31E 1.00 1.00 1.00 43,562 45,900 30,193/54,531 28E 1.00 1.00 1.00 38,163 40,400 NEW POSITION 0.00 0.00 1.00 N/A 16,800 4.00 4.00 5.00 TOTAL SALARIES $ 231,699 $ 256,200 FICA Taxes 17,706 19,599 Deferred Compensation 20,831 21,546 Group Health Insurance Premium 26,049 31,856 Dependant Health Ins Prmnium 17,130 21,241 Employee Assistance Program 92 138 Worker's Comp Insurance 2,039 2,406 Total Personal Services $ 315,546 $ 352,986 CAPITAL OUTLAY SCHEDULE CITY MANAGER DEPARTMENT Priority EXPENDITURES PER FISCAL YEAR Number Description 2004-05 2005-06 2006-07 2007-08 2008-09 I Computer $ - $ 1,450 $ 1,450 $ $ $ - $ 1,450 $ 1,450 $ $ TOTAL $ 2,900 $ 2,900 50 CITY MANAGER Code: 010005 Account Number Description PERSONAL SERVICES 511200 Regular Salaries 512100 FICA Taxes 512225 Deferred Compensation 512301 Group Health Insurance Premium 512305 Dependant Health Ins Premium 512309 Employee Assistance Program 512400 Worker's Comp Insurance rOTAL PERSONAL SERVICES OPERATING EXPENDITURES 533400 Other Contractual Services 534000 Travel and Per Diem 534101 Telephone 534105 Cellular Phone 534110 Internet Services 534120 Postage 534130 Express Mail 534620 R& M- Vehicles 534630 R & M - Office Equipment 534700 Printing & Binding 534800 Promotional Activities 534920 Legal Ads 535200 Departmental Supplies 535210 Computer Supplies 535260 Gas and Oil 535410 Dues and Memberships 535420 Books and Publications 535450 Training and Education rOTAL OPERATING EXPENDITURES CAPITAL OUTLAY 606400 Vehicles and Equipment TOTAL CAPITAL OUTLAY TOTAL CITY MANAGER FY 01/02 Actual 195,484 14,627 17,594 16,999 12,248 92 0 257,044 0 3,017 1,196 290 0 552 0 1,161 290 0 2,132 765 2,019 777 714 1,347 150 1,364 15,774 851 851 273,669 FY 02/03 Actual 213,955 16,127 19,253 17,946 12,177 92 1,232 280,782 3,040 3,068 246 559 0 417 269 460 434 0 1,938 1,028 2,969 704 942 1,450 45 1,375 18,944 1,515 1,515 301,241 FY 03/04 Budget 231,698 17,706 20,831 26,049 17,130 92 2,039 315,545 3,200 4,200 798 600 100 611 25O 400 5OO 3OO 1,400 5OO 3,000 1,850 1,050 1,200 500 2,000 22,459 338,004 Actual to 3/31/04 108,713 8,016 9,762 12,837 8,565 46 1,529 149,468 0 1,351 480 269 51 207 59 178 0 0 228 151 886 168 450 270 0 500 5,248 0 0 154,716 FY03/04 Proiected 231,699 17,706 20,831 26,049 17,130 92 2,039 315,546 3,200 4,200 700 550 92 611 250 400 600 600 1,000 500 2,000 1,000 1,000 1,200 500 2,000 20,403 335,949 FY 04-05 Adopted Budget 256,200 19,599 21,546 31,856 21,241 138 2,406 352,986 3,200 2,610 800 600 100 650 250 400 600 600 1,000 500 2,000 1,000 1,200 1,500 500 1,475 18,985 371,971 51 CITY CLERK The City Clerk is appointed by and serves under the direction of the City Council. The City Clerk's office prepares and distributes City Council agendas; records the minutes of City Council meetings; maintains all Council and Board minutes, ordinances, resolutions and proclamations; retains City records in accordance with State Law; coordinates all municipal elections; coordinates codification; sells cemetery lots and maintains records; coordinates City board appointments; issues garage sale permits; and provides support to the City Council, staff, boards, and citizens. FISCAL YEAR 2004 ACCOMPLISHMENTS Upgraded Laser fiche imaging program to include e-mail plug-in which enables automatic e-mailing of imaged documents in PDF format. Upgraded Laser fiche imaging program to include Plus plug-in, which enables downloading of all imaged documents with viewing software onto DVD and CD. Hired new Records Management Specialist in October, who has completed new asset inventory of all equipment in office, Council Chambers and audio video room. Created new City Council orientation packet and conducted orientation for two new City Council members. Upgraded board application and started new board orientation program for newly appointed board members. Coordinated all parties involved in determining needs for new Council Chambers audio visual equipment - result is contract with Craig Jerome. Researched paperless agenda packet software, Laser fiche upgrades to United Systems, but will wait until we are in new City Hall to pursue funding. Began digital imaging of cemetery records for security. Upgraded procedures for: 1) e-mail and Intemet use and worked with MIS and Human Resources for training, 2) performance bond receipt and retention and 3) city council travel. City Clerk attained Master Municipal Clerk certification. FISCAL YEAR 2005 GOALS AND OBJECTIVES Set up a state of the art and expandable audio/visual system for council chambers. Set up a computer station in new Clerk's office for public research of imaged records. Complete imaging of cemetery records and begin personnel records - look into bringing in volunteers if possible. Begin working with other departments to determine their imaging needs in an effort to upgrade Laser fiche to citywide system in 2006. Establish a better filing and records indexing system for all departments that wish to retain their files in new vault. Set up offices in City Clerk department for City Council members. 52 I~!~ 0F SEBASTIAN, FLORIDA 2004/2005 ANNUAL BUDGETI PERFORMANCE MEASURES Actual Actual Projected Projected Performance Indicators 2001/2002 2002/2003 2003/2004 2004/2005 Records Scanned 2,020 200 3000 350 Records Destroyed 64 Boxes 93 Boxes 65 Boxes 100 Boxes Council Meeting Packets/Minutes 30 35 30 35 Cemetery Lots/Niches Sold 63 68 100 112 Yacht Club/Community Center Events 1,704 N/A N/A N/A Garage Sale Permits Issued 666 815 650 800 Election - Candidates Qualified 5 5 5 6 Legal/Display Ads Published 40 27 40 35 Code Supplements Distributed 5 4 6 6 Board Appointments Administered 30 40 25 35 Instruments Recorded 0 0 0 24 53 iCITY OF SEBASTIAN, FLORIDA 2004/2005 ANNUAL BUDGETI PROGRAM BUDGET DESCRIPTION FOR CITY CLERK STAFFIWG NATURE OF A CTIVITT 03/04 04/05 22.00°A 25.00% Services for Council - Prepare City Council agendas, advertise public hearings, post notices attend and take minutes of all council meetings, administer follow-up of Council action items prepare correspondence, prepare Council budget, make Council travel arrangements, research services, attest to all documents executed by Mayor, schedule invocations, write proclamations and resolutions as needed, prepare certificates of appreciation, coordinate with multimedia company for Council meeting broadcasts. 16.00°A 5.00% Services for Citizens - Answer all incoming phone calls, receive and respond to general City ernail, administer garage sale permits, greets public at front desk, and responds to inquiries or directs to other departments/agencies accordingly. 13.00°/( 15.00% Services for Boards/Committees - City Clerk's office acts as liaison to boards, advertises vacancies, administers financial disclosure forms, records Boards of Adjustment, Tree Advisory Board and CATF minutes, maintains and updates Board Handbook, provides orientation when necessary, updates Commission on Ethics website for City annually. 14.00°/( 18.00% Records Mauagement - Scans all permanent and long term records for review by departments on network and for protection, researches records upon request, coordinates paper recycling and records disposition destruction with Shred-It Recycling in accordance with State law. Maintains, updates and distributes adopted Records Management Procedures Manual coordinates with Records Liaisons and Committee, maintains all original City documents, i.e. ordinances, resolutions, agreements, deeds, terminated personnel files, conducts records 14.00°4 15.00% Cemetery - Coordinates with Cemetery Sexton on sale of cemetery lots, maintains cemetery records/database. 14.00°4 15.00% General Administration - Prepares, posts, and distributes monthly calendar, prepares annual budget for department, attends all Management Team meetings, codifies all ordinance, records final plats, runs all outgoing mail and distributes all incoming mail to all staff; maintains City postage meter, records vacation of easements, keeps log of all City vehicles, attests and seals City documents. 7.00°/( 7.00% City Election - The City Clerk is the City Elections Official and Chairperson of City Canvassing Board, qualifies candidates for office and coordinates with Supervisor of Elections m administration of annual general elections, prepares resolutions and swears in elected officials. 100.00% 100.00% 54 iciT 0F'S B S i Ni FLO DA 2004/2005 CITY CLERK BUDGET SUMMARY The Fiscal Year 2004-2005 adopted budget for City Clerk is $307,776. This compares to the 2003-04 projectec expenditures of $283,679, an increase of $24,097 or 8.49%. Amended Projected Adopted FY 01-02 FY 02-03 FY 03-04 FY 03-04 FY 04-05 Actual Actual Budget Expenditures Budget Difference Personal Services $ 217,320 $ 198,297 5; 225,694 $ 225,694 $ 237,371 $ 11,677 Operating Expenses 54,398 49,287 58,204 56,485 70,405 13,920 Capital Outlay 1,166 5,736 1,500 1,500 (1,500} Total $ 272,884 $ 253,320 $ 285,398 $ 283,679 $ 307,776 $ 24,097 Fiscal Year 2004-05 Adopted Budget: Major Current Level Changes from Fiscal Year 2003-04 Projected Expenditures: Difference 1. Personal Services - Increase mainly due to an estimated 24% increase in health insurance premiums, a 5.5% increase for CWA employees per CWA Union Contract and exempt employees per the Management Benefit Package, and an increase in deferred compensation and worker's compensation premiums which ~re wage driven. $ 11,677 2. Operating Expenses - Net increase mainly due to the Supervisor of Elections estimate tbr eIection :osts. $ 13,920 5. Capital Outlay - No forecasted capital outlay in FY 2004-05. $ (1,500) PERSONAL SERVICES SCHEDULE CITY CLERK F/T/E Projected Adopted PAY POSITION YEARS Expense Budget POSITION RANGE GRADE 02-03 03-04 04-05 03-04 04-05 City Clerk 1.00 1.00 1.00 $ 63,450 $ 63,800 Deputy City Clerk 33,963/61,341 31E 1.00 1.00 1.00 41,423 43,600 Administrative Secretary 22,661/40,929 18 1.00 1.00 1.00 30,625 32,000 Records Clerk 24,071/43,474 20 1.00 1.00 1.00 27,625 26,500 4.00 4.00 4.00 TOTAL SALARIES Overtime FICA Taxes Deferred Compensation Group Health Insurance Premium Dependant Health Ins Premium Employee Assistance Program Worker's Comp Insurance Total Personal Services $ 163,123 $ 165,900 750 750 12,508 12,749 14,715 14,999 25,654 31,329 7,409 10,022 92 92 1,443 1,530 $ 225,694 $ 237,371 55 I~i~ O~ SEBASTIAn," FL6mDX 2o04i2Oo5 X~NU~ ~APITAL OUTLAY SCHEDULE CITY CLERK DEPARTMENT Priority EXPENDITURES PER FISCAL YEAR Number Description 2004-05 2005-06 2006-07 200%08 2008-09 TOTAL 1 Computer Hardware/Software Upgrades $ $ 4,500 $ $ $ $ 4,500 2 Plans Scanner 12,000 12,000 3 Laserfiche So f~vare 30,018 30,018 $ $ 34,518 $ 12,000 $ $ $ 46,518 56 CITY CLERK Code: 010009 Actual FY 04/05 Account FY 01/02 FY 02/03 FY 03/04 to FY 03/04 Adopted Number Description Actual Budget Budget 3/31/04 Proiected Budget PERSONA[, SERVICES 511200 Regular Salaries 163,179 148,834 163,123 77,755 163,123 165,900 511400 Overtime 478 1,146 750 665 750 750 512100 FICA Taxes 12,617 11,527 12,508 5,994 12,508 12,749 512225 Deferred Compensation 14,767 13,498 14,715 7,025 14,715 14,999 512301 GroupHealth Insurance Premium 20,884 17,724 25,654 12,977 25,654 31,329 512305 Dependant HealthIns Premitm~ 5,280 4,612 7,409 3,862 7,409 10,022 512309 Employee Assistance Program 115 92 92 44 92 92 512400 Worker's Comp Insurance 0 864 1,443 1,082 1,443 1,530 TOTAL PERSONAL SERVICES 217,320 198,297 225,694 109,404 225,694 237,371 533400 Other Contractual Services 4,831 5,602 8,500 3,595 8,500 9,500 533490 Codification Services 2,211 4,403 4,200 2,502 5,000 5,000 534000 Travel and Per Diem 2,850 2,949 3,000 802 2,500 2,470 534101 Telephone 0 6 1,175 710 130 140 534110 Internet Services 261 0 150 77 1,376 1,445 534120 Postage 664 666 650 343 700 700 534630 R & M- Office Equipment 4,642 5,321 5,329 4,799 5,329 6,000 534910 Clerk of Court Filing Fees 295 260 250 107 250 250 534920 Legal Ads 1,383 6,024 6,000 2,498 6,000 6,000 534925 Classified Agenda 7,158 0 0 0 0 0 534990 Election Costs 14,669 9,240 13,800 180 13,800 26,000 535200 Departmental Supplies 9,791 9,524 10,000 6,413 8,000 8,000 535210 Computer Supplies 2,307 2,456 2,500 1,652 2,500 2,500 535290 Audio/Video Recording Tapes/CDs 267 200 100 0 I00 100 535410 Dues and Memberships 644 573 600 0 600 600 535420 Books and Publications 697 928 950 520 950 950 535450 Training and Education 1,728 1,135 1,000 590 750 750 TOTAL OPERATING EXPENDITURES 54,398 49,287 58,204 24,788 56,485 70,405 CAPITAL OUTLAY 606400 Vehicles and Equipment 1,166 5,736 1,500 0 1,500 0 TOTAL CAPITAL OUTLAY 1,166 5,736 1,500 0 1,500 0 TOTAL CITY CLERK 272,884 253,320 285,398 134,192 283,679 307,776 57 [CITY OF SEBASTIAN, FLORIDA 2004/2005 ANNUAL BUDGET[ CITY ATTORNEY The City Attorney is appointed by the City Council to serve as the City's legal counsel. The City Attorney is legal advisor and attorney to officials of the City in matters affecting the City or relating to official duties of City Officers. The City Attorney represents the City in defense of litigation and provides legal counsel for bond issues and property transactions. The Office of City Attorney prepares legal instruments, including resolutions, ordinances, closing documents, bond sale documents, and legal opinions, as required. The budget for the Office of City Attorney also includes legal fees paid to special counsel for the Code Enforcement Board and litigated actions as required. PROGRAM BUDGET DESCRIPTION FOR CITY ATTORNEY STAFFING NATURE OF ACTIVITY 03/04 04/05 20.00% 20.00°/c Counsel to City Council and Other City Bodies - Attend workshops, regular and special meetings oi City Council, plaunmg Commission, Board of Adjustment, and Code Enforcement Board, as well as other City bodies as assigned and provide advice as to the law and procedures. 35.00% 35.00°A Function as City's Solicitor - Prepare and review ordinances, resolutions, contracts, propert~ instruments and other legal documems on behalf of the City. 30.00% 30.00°A City Legal Advisor - Provide legal counsel to and attends meetings with City Manager, departmenl directors and key personnel on a day-to-day basis. Provide legal opinions to City Council and Managei as requested. 15.00% 15.00°A Legal Representative - Represent City in litigation and administrative proceedings as required. Act as Geueral Counsel to the City in the supervision of outside counsel. 100.00% 100.00% 58 ICITY OF SEBASTIAN, FLORIDA 2004/2005 ANNUAL BUDGETl CITY ATTORNEY BUDGET SUMMARY rte Fiscal Year 2004-2005 adopted budget for City Attorney is $176,469. This compares to the 2003-04 projected expenditures of $135,303, an increase of $41,167,ur 30A%. Personal Services Operating Expenses Capital Outlay Total Amended Projected Adopted FY 01-02 FY 02-03 FY 03-04 FY 03-04 FY 04-05 Actual Actual Budget Expenditures Budget Difference $ 109,163 $ 118,404 $ 129,969 $ 129,969 $ 169,974 $ 40,006 4,977 3,868 5,334 5,334 6,495 1,161 1,515 $ 114,140 $ 123,787 $ 135,303 $ 135,303 $ 176,469 $ 41,167 Fiscal Year 2004-05 Adopted Budget: Major Current Level Changes from Fiscal Year 2003-04 Projected Expenditures: Difference 1. Personal Services - Increase mainly due to increase of one full-time Administrative Assistant position, an estimated 24% increase in health insurance premiums, and an increase in deferred compensation and worker's compensation premiums which are wage driven. $ 40,006 2. Operating Expenses - Net increases in telephone and intemet services. $ 1,161 3. Capital Outlay - No forecasted capital outlay for FY 2004-05. $ PERSONAL SERVICES SCHEDULE ITY ATTORNEY PAY POSITION RANGE ity Attorney a. dministrative Asst NEW POSITION GRADE F/T/E Projected Adopted POSITION YEARS Expense Budget 02-03 03-04 .04-05 03-04 04-05 1.00 1.00 1.00 $ 89,300 $ 89,300 0.00 0.00 1.00 N/A 24,500 1.00 1.00 2.00 TOTAL SALARIES $ 89,300 $ 113,800 FICA Taxes Deferred Compensation Group Health Insurance Dependent Health Insurance Premium Employee Assistance Program Workers Comp Insurance Auto Allowance Total Personal Services 6,831 8,706 14,735 16,940 6,692 15,862 8,001 9,922 23 46 787 1,098 3,600 3,600 $ 129,969 $ 169,974 59 ICgT¥ OF SEBASTIAN, FLORIDA 2004/2005 ANNUAl, BUDGET] CAPITAL OUTLAY SCHEDULE ~ITY ATTORNEY Priority EXPENDITURES PER FISCAL YEAR Number Description .2004-05 2005-06 2006-07 2007-08 2007-08 TOTAL 1 Computer $ $ $ 1,200 $ $ $ 1,200 2 Printer 700 700 $ $ $ 1,900 $ $ $ 1,900 60 0F SEB sw i i L0 6 2°o4a°°5 XNNU L VD EW[ CITY ATTORNEY Code: 010010 Actual FY 04/05 Account FY 01/02 FY 02/03 FY 03/04 to FY 03/04 Adopted Number Description Actual Actual Budget 3/31/04 Projected Budget PERSONAL SERVICES 511200 Regular Salaries 76,483 83,360 89,300 40,994 89,300 113,800 512100 FICA Taxes 6,742 7,021 6,831 3,061 6,831 8,706 512225 Deferred Compensation 12,620 13,754 14,735 6,764 14,735 16,940 512301 Group Health Insurance Premium 4,346 4,589 6,692 3,269 6,692 15,862 512305 Dependant Health Ins Premium 5,359 5,580 8,001 4,001 8,001 9,922 512309 Employee Assistance Program 23 23 23 12 23 46 512400 Worker's Comp Insurance 0 487 787 590 787 1,098 1512601 Auto Allowance 3,590 3,590 3,600 1,795 3,600 3,600 'TOTAL PERSONAL SERVICES 109,163 118,404 129,969 60,486 129,969 169,974 DPERATING EXPENDITURES 534000 Travel and Per Diem 1,450 783 1,500 0 1,136 2,000 534101 Telephone 0 I 173 104 203 250 534105 Cellular Phone 184 734 750 674 1,124 750 534110 Internet Services 0 0 25 13 22 30 534115 On-Line Services 1,280 1,117 1,250 528 1,144 1,100 534120 Postage 12 15 20 1 20 20 534130 Express Mail 30 (10) 0 0 0 0 534620 R & M- Vehicles 0 0 0 0 0 0 534630 R& M- Office Equipment 0 149 66 0 50 50 534800 Promotional Activities 0 0 0 0 125 125 534995 Litigation Expenses 430 0 0 0 0 0 535200 Departmental Supplies 143 118 100 53 100 600 535260 Gas and Oil 0 0 0 0 0 0 535410 Dues and Memberships 315 365 450 0 400 450 535420 Books and Publications 108 0 0 10 10 20 535450 Training and Education 1,025 596 1,000 0 1,000 1,100 YOTAL OPERATING EXPENDITURES 4,977 3,868 5,334 1,383 5,334 6,495 CAPITAL OUTLAY ;06400 Vehicles and Equipment 0 1,515 0 0 0 0 YOTAL CAPITAL OUTLAY 0 1,515 0 0 0 0 YOTAL LEGAL DEPARTMENT 114,140 123,787 135,303 61,869 135,303 176,469 61 FINANCE DEPARTMENT Thc Finance Department is responsible for the financial administration of the City. Specifically, the Finance Department is responsible for maintenance of the general ledger accounting; accounts payable; processing and payment of purchasing card transactions, preparation of financial studies; Official Statements and special reports, control and investment of revenues; maintenance of fixed asset records, bond and note debt service funds; payroll; financing; project maintenance and accounting; preparation of the annual financial report and supporting documentation; special projects, (i.e. franchise fee compliance, franchise negotiations, public service utility tax analysis); budget preparation, monitoring and maintenance; Risk Management; Information Management Services; revenue collection and billings, including special assessments, occupational licensing, and grant administration. FISCAL YEAR 2004 ACCOMPLISHMENTS Fourth time awardee of the Government Finance Officer's Association Certificate of Achievement for Excellence in Financial Reporting for the Comprehensive Annual Financial Report for fiscal year 2003. Facilitated issuance of $5,630,000 Stormwater Utility Revenue Bonds, Series 2003. Facilitated issuance of $2,125,000 Infrastructure Sales Surtax Revenue Bonds, Series 2003A. Early retirement of Riverfront Waterline Assessment Revenue Bonds, Series 1996. Facilitated revenue collections of delinquent Riverfront Waterline Assessments. Successfully implemented the purchasing card program with the Purchasing department. FISCAL YEAR 2005 GOALS AND OBJECTIVES Continue to provide quality financial services for the City of Sebastian. Continue to provide responsive service to all Finance department customers, citizens, vendors, and employees. Submit 2004/2005 Annual Budget document to the Government Finance Officers Association for distinguished Budget Presentation Award. Submit Comprehensive Annual Financial Report to Government Finance Officers Association for Excellence for Financial Award. Implement central cashier function. Cross train growth management personnel for occupational license rules and regulations, as well as city procedure. PERFORMANCE MEASURES Actual Actual Projected Projected Performance Indicators 2001/2002 2002/2003 2003/2004 2004/2005 Journal Entries Processed 2,284 2,366 2,290 2,400 Accounts Payable Invoices Processed 10,275 11,046 10,970 12,150 Accounts Payable Checks Processed 4,341 4,419 4,659 4,000 Purchase Orders Processed 359 372 420 420 Payroll Checks Processed 4,422 4,498 5,576 4,850 Occupational Licenses Processed 929 1,078 1,100 1,200 Purchasing Card Transaction Processed N/A N/A N/A 2,550 Purchasing Card Users N/A N/A N/A 50 Receive Excellence in Financial Reporting Award Yes Yes Yes Yes Receive Distinguished Budget Presentation Award N/A N/A N/A Yes 62 PROGRAM BUDGET DESCRIPTION FOR THE FINANCE DEPARTMENT STAFFING NATURE OF ACTIVITY 03/04 04/05 10.00% 10.00°A General Accounting - Data entry for general ledger activity for all City operations, bani reconciliations, cash management, preparation of federal, State and local reports, and allocatio~ of charl~es to City departments. Ensure all accountin[~ information is entered timely and 20.00% 18.00~ Accounts Payable - Review all requests for payment and prepare checks. Process and pa~ !purchasing card transactions. Ensure appropriate discounts are taken and invoices are paid prio: Io due date, audit travel expense reports and prepare year end 1099's.. 11.00% 11.00% Pavroll- Review and process payroll, to include benefits, deductions, leave availability, reorkers compensation. Prepare quarterly and annual payroll tax reports, as well as quarterl,~ reports to the workers compensation insurance carrier, prepare employee insurance invoices fo: payment and process year end W-Ts. 2.00% 2.00% Fixed Assets - Maintain fixed assets records for all City property and equipment. Ensure asset: ~re recorded and tagged properly. 4.00% 4.00% Capital Proieets - Acconnt for all Capital Projects. Ensure that all expenditures for projects ar~ properly recorded. 6.00% 10.00~ Budget - Prepare annual budget in accordance with procedures outlined in the City Charter Code. Ensure budget is comprehensive as to commumcatiun, coordination and control. 2.00% 2.00% ]Risk Management - Ensure compliance with general and property liability issues. Ensure tha insurance claims are accurate and timely. 13.99% 15.00~ Staff Accounting and Financial Operations - Analyze general ledger accomats, develop am prepare subsidiary ledgers for the annual audit. Analyze financial data. Prepare monthly budge Io actual statements and ammal financial statements. Prepare annual State reports, such a: Uompttoller's Report, Transportation Report, and other complex financial analyses. Inves aperating and conslructiun funds. Make debt service payments and record transactions. Provid~ :tuality financial data for statement presentation and managerial use. 7.00% 4.00% Administration - Meet with consultants, attorneys, financial advisors. Preparation am mpervision of the annual audit, computer conversions and maintenance of accounting records payroll, accounts payable, Purchase Order System, and accounting software. 0.01% 1.00% Information Management Services - Provide networking administration to the Citywid~ Network System and each subsidiary server. Support each department with informatioz management needs, software installation and hardware analysis. 11.00% 15.00% Revenue .Collections & Billings - Collect revenues fi:om taxes, intergovernmental revenues Franchise fees, utility taxes, occupational licenses, parking citations, special assessments, an( rentals. 2.00% 2.00% Grants Administration - Continue monitoring of 17 existing programs (grant value o [4,103,867) for compliance and grant reimbursements. Preparation of status reports an( reimbursement requests. 11.00% 6.00% Deeupational Licensing - Issues approximately 1000 occupational licenses and maintain~ accupational license database. 100.00% 100.00'~ 63 FINANCE DEPARTMENT BUDGET SUMMARY The Fiscal Year 2004-2005 adopted budget for Finance is $369,600. This compares to thc 2003-04 projecte¢ expenditures of $343,736, an increase of $25,864 or 7.5%. Personal Services Operating Expenses Capital Outlay Total Projected Adopted FY 01-02 FY 02-03 FY 03-04 FY 03-04 FY 04-05 Actual Actual Budget Expenditures Budget Difference $ 268,015 $ 254,196 $ 276,513 $ 276,513 $ 302,080 $ 25,567 78,379 66,176 69,371 67,223 67,520 297 7,650 1,515 $ 354,044 $ 321,887 $ 345,884 $ 343,736 $ 369,600 $ 25,864 Fiscal Year 2004-05 Adopted Budget: Major Current Level Changes from Fiscal Year 2003-04 Projected Expenditures: Difference 1. Personal Services - Increase m~ainly due to an estimated 24% increase in health insurance premiums, a 5.5% increase for CWA employees per CWA Union Contract and exempt employees per Management Benefit Package, and an increase in deferred compensation and worker% compensation premiums which are wage driven. $ 25,567 2. Operating Expenses - Increase due to support for the MUNIS accounting software operating system database administration. $ 297 Capital Outlay - No forecasted capital outlay in FY 2004-05. $ PERSONAL SERVICES SCHEDULE FINANCE DEPARTMENT F/T/E Projected Adopted PAY POSITION YEARS Expense Budget POSITION RANGE GRADE 02-03 03-04 04-05 03-04 04-05 Director of Finance 57,802/104,397 84E 1.00 1.00 1.00 $ 62,588 $ 67,200 Asst. Director of Finance 49,409/89,239 40E 1.00 1.00 1.00 49,500 52,450 Accounting Clerk II 22,661/40,929 18 2.00 2.00 2.00 54,000 59,000 Computer Operator 26,291/47,485 23 1.00 1.00 1.00 36,500 38,500 5.00 5.00 5.00 TOTAL SALARIES Overtime FICA Taxes Deferred Compensation Group Health Insurance Premium Dependant Health Ins Premium Employee Assistance Program Worker's Comp Insurance Total Personal Services $ 202,588 $ 217,150 500 500 15,591 16,650 I8,342 19,589 32,070 39,193 5,548 6,879 115 115 1,759 2,004 $ 276,513 $ 302,080 64 0F SEi Xs iAN, FLO mD X 2004}2005 X~N~ ~ ~D~"I CAPITAL OUTLAY SCHEDULE FINANCE DEPARTMENT Priority EXPENDITURES PER FISCAL YEAR Number Description 2004-05 2005-06 2006-07 2007-08 2008-09 TOTAL 1 Computer (2) $ $ 2,400 $ $ $ $ 2,400 2 Laser printers 1,400 1,400 1,400 1,400 5,600 $ $ 3,800 $ 1,400 $ 1,400 $ 1,400 $ 8,000 65 FINANCE DEPARTMENT Code: 010020 Actual FY 04/05 · ccount FY 01/02 FY 02/03 FY 03/04 TO FY 03/04 Adopted Number Description Actual Actual Budget [}3/31/2004 Prolected Budget PERSONAL SERVICES 511200 Regular Salaries 207,619 197,113 202,588 95,944 202,588 217,150 511400 Overtime 791 1,986 500 163 500 500 512100 FICA Taxes 15,665 15,000 15,591 7,126 15,591 16,650 512225 Deferred Compensation 18,756 17,902 18,342 8,623 18,342 19,589 512301 Group Health Insurance Premium 25,184 21,056 37,618 15,754 37,618 46,072 512309 Employee Assistance Program 0 0 115 58 115 115 512400 Worker's Comp Insurance 0 1,139 1,759 1,318 1,759 2,004 TOTAL PERSONAL SERVICES 268,015 254,196 276,513 128,986 276,513 302,080 OPERATING EXPENDITURES 533200 Audit Fees 39,005 29,354 26,358 26,815 26,815 27,000 534000 Travel and Per Diem 2,374 2,901 4,000 2,256 4,300 4,316 534101 Telephone 1,507 20 875 522 1,005 1,068 534110 Internet Access 2,733 0 125 64 109 108 534120 Postage 3,680 3,603 4,300 1,689 3,600 3,860 534130 Express Mail 46 159 200 0 100 100 534630 R & M - Office Equipment 9,529 13,605 12,803 12,212 12,803 13,321 ;34700 Printing and Binding 3,091 2,705 4,096 2,690 4,095 4,400 535200 Departmental Supplies 7,850 6,112 5,525 2,170 5,525 3,200 535205 Bank Charges 95 987 786 520 786 700 535210 Computer Supplies 4,717 3,508 4,791 663 3,400 3,670 535410 Dues and Memberships 908 1,103 1,955 505 1,265 1,865 ;35420 Books and Publications 918 890 1,250 614 1,000 872 535450 Training and Education 1,926 1,229 2,307 1,250 2,420 3,040 ]?OTAL OPERATING EXPENDITURES 78,379 66,176 69,371 51,970 67,223 67,520 CAPITAL OUTLAY 606400 Vehicles and Equipment 7,650 1,515 0 0 0 0 I~OTAL CAPITAL OUTLAY 7,650 1,515 0 0 0 0 YOTAL FINANCE DEPARTMENT 354,044 321,887 345,884 180,956 343,736 369,600 66 MANAGEMENT INFORMATION SYSTEMS DIVISION The Management Information Systems Division is responsible for the purchase, operation, and maintenance of the City's approved hardware and software infrastructure, and either provides or recommends training for its use. The division also provides support for the Police Department's Records Management System, Growth Management's Arcview modified GIS system, over 150 microcomputers and printers, hardware and software support for the City's Intemet Accounts, and maintenance of the City's telephone system. FISCAL YEAR 2004 ACCOMPLISHMENTS In absence of Network Manager, MIS technician responded to all the user requests and completed over 350 work orders. Without of a Network Manager, MIS technician managed to keep the City's network and phone system up and running. Hired a new MIS Network Manager. We have reorganized the MIS Department to be more efficient and User Friendly. MIS has taken responsibility, established contacts and relationships with all vendors involved in the move of the Police Department and City Hall to ensure a smooth transition. MIS has replaced and reconfigared the City's Network Firewall to eliminate access from outside intruders. MIS will complete the move of the Police Departments phone and computer systems from the old location to the new one with minimal downtime. MIS has streamlined the security for the entire City's computer network. FISCAL YEAR 2005 GOALS AND OBJECTIVES Ensure the Police Department is a secured and a self-contained Mode. To eliminate the majority of spana received by the City's current email configuration. Establish a mobile-based disaster recovery plan. MIS will be able to access the City Network with a mobile uplink. MIS will continue its efforts to ensure the advancement of our networks security to prevent outside intruders and attacks. MIS will complete the entire move of City Hall phone and conrputer systems from the old location to the new one. PERFORMANCE MEASURES Actual Actual Projected Projected Performance Indicators 2001/2002 2002/2003 2003/2004 2004/2005 Workorders Processed N/A N/A 350 500 Server Outages Serviced N/A N/A 1 2 Network Outages Serviced N/A N/A 1 2 Phone System Outages Serviced N/A N/A 1 2 User TraLning hours perfom~ed/supported N/A N/A 1200 2000 67 ICITY OF SEBASTIAN, FLORIDA 2004/2005 ANNUAL BUDGET[ PROGRAM BUDGET DESCRIPTION FOR THE MANAGEMENT INFORMATION SERVICES DIVISION STAFFING NATURE OF A CT1VITY 03/04 04/05 15.00% 20.00% Network Analysis~ Design, and Configuration - This includes the assessment of the citys current data needs, as well as, projected needs for ail software and hardware, and thc documentation of all systems. 35.00% 30.00% End User Support - This includes hardware troubleshooting and repair, as well as, assistin users in the use of all data resources. 5.00% 7.00% Network Administration - This includes the daily administration of network resources such a~ maintaining user accounts, e-mail accounts, data backup etc... 5.00% 7.00% Division Administration - This includes the functions necessary to support the internal administrative needs of the MIS division's resources and personnel. 20.00% 16.00% Technology Research and Development - This is the time necessary to research and evaluate technology related products and services for purchase and implementation. 20.00% 20.00% Information Services Support - This includes services such as web hosting and cable channel content that provides Internal and External users access to data and services. 100.00% 100.00% MANAGEMENT INFORMATION SYSTEMS DIVISION BUDGET SUMMARY The Fiscal Year 2004-2005 Adopted budget for Management Information Systems is $135,307. This compares to the 2003-04 projected expenditures of $107,372, a increase of $27,935 or 26%. Amended Projected Adopted FY 01-02 FY 02-03 FY 03-04 FY 03-04 FY 04-05 Actual Actual Budget Expenditures Budget Difference Personal Services N/A $ 73,278 $ 87,879 $ 87,879 $ 114,756 $ 26,877 Operating Expenses N/A 20,914 19,012 18,446 20,551 2,105 Capital Outlay N/A 8,281 1,050 1,047 (1,047) Total N/A $ 102,473 $ 107,941 $ 107,372 $ 135,307 $ 27,935 Fiscal Year 2004-05 Adopted Budget: Major Current Level Changes from Fiscal Year 2003-04 Projected Expenditures: Difference 1. Personal Services - Increase mainly due to an estimated 24% increase in health insurance premiums, a reclassification of the MIS Technician to a Systems Analyst in the later part of FY 03-04. a 5.5% increase for exempt management employees per Management Benefit Package, and an increase in deferred compensation and worker's compensation premiums which are wage driven. $ 26,877 2. Operating Expenses - Net increase results from rising costs associated with telephone, internet access and computer supplies. $ 2,105 3. Capital Outlay - No forecasted capital outlay in FY 2004-05. $ (1,047) 68 PERSONAL SERVICES SCHEDULE MANAGEMENT INFORMATION SERVICES DIVISION F/T/E PAY POSITION YEARS POSITION I~Sd~GE GRADE 02-03 03-04 04-05 MIS Manager 39,732/71,760 35E 1.00 1.00 1.00 Systems Analyst 30,193/54,532 28E 0.~0 0.35 1.00 MIS Technician 19,706/35,391 15 1.00 0.65 0.00 Projected Adopted Expense Budget 03-04 04-05 $ 41,580 $ 48,800 7,686 31,600 14,273 2.00 2.00 2.00 TOTAL SALARIES $ 63,539 $ 80,400 Overtime 1,660 FICA Taxes 4,979 6,151 Dcfe~ced Compensation 5,195 7,236 Group Health Insurance Premium 10,994 15,461 Dependant Health Ins Premium 898 4,722 Employee Assistance Program 42 46 Worker's Comp Insurance 572 740 Total Personal Services $ 87,879 $ 114,756 CAPITAL OUTLAY SCHEDULE MANAGEMENT INFORMATION SERVICES DIVISION Priority EXPENDITURES PER FISCAL YEAR Number Description 2004-05 2005-06 2006-07 2007-08 2008-09 1 Computer $ $ 1,500 $ $ $ $ $ 1,500 $ $ $ TOTAL $ 1,500 $ 1,500 69 iCITY OF SEBASTIAN, MANAGEMENT INFORMATION SYSTEMS DIVISION Code: 010021 Actual FY 04/05 Account FY 01/02 FY 02/03 FY 03/04 to FY 03/04 Adopted Number Description Actual Actual Budget 03/31/2004 Proiected Budget PERSONAL SERVICES ~11200 Regular Salaries N/A 54,905 63,539 26,181 63,539 80,400 ~ 11400 Overtime N/A 1,667 1,660 1,395 1,660 0 ~12100 FICA Taxes N/A 4,322 4,979 2,107 4,979 6,151 512225 Deferred Compensation N/A 4,761 5,195 2,471 5,195 7,236 512301 Group Health Insurance Premium N/A 7,291 10,994 5,764 10,994 15,461 512305 Dependant Health Ins Premium N/A 73 898 30 898 4,722 512309 Employee Assistance Program N/A 44 42 19 42 46 512400 Worker's Comp Insurance N/A 215 572 429 572 740 TOTAL PERSONAL SERVICES N/A 73,278 87,879 38,396 87,879 114,756 OPERATING EXPENDITURES 533120 Consultants N/A 0 5,000 4,940 4,940 5,000 534000 Travel and Per Diem N/A 533 1,900 978 1,546 1,626 534101 Telephone N/A 90 425 251 500 500 534105 Cellular Phone N/A 3,682 2,350 883 1,600 1,600 534110 Intemet Access N/A 2,336 725 393 800 1,000 534120 Postage N/A 26 100 20 40 100 534130 Express Mail N/A 163 250 112 250 250 534630 R & M - Office Equipment N/A 2,321 2,197 887 1,800 1,800 534640 R & M-Operating Equipment N/A 0 200 0 0 0 535200 Departmental Supplies N/A 748 500 287 600 600 535210 Computer Supplies N/A 7,401 3,595 2,738 5,600 6,000 535230 Small Tools and Equipment N/A 422 250 0 0 100 535410 Dues and Memberships N/A 211 220 224 224 250 535420 Books and Publications N/A 294 300 25 225 250 535450 Training and Education N/A 2,687 1,000 221 321 1,475 TOTAL OPERATING EXPENDITURES N/A 20,914 19,012 11,959 18,446 20,551 CAPITAL OUTLAY 606400 Vehicles and Equipment N/A 8,281 1,050 1,047 1,047 0 TOTAL CAPITAL OUTLAY N?A 8,281 1,050 1,047 1,047 0 TOTAL MANAGEMENT INFORMATION SYSTEMS DIVISION N/A 102,473 107,941 51,402 107,372 135,307 70 HUMAN RESOURCES DEPARTMENT The Human Resources Department is responsible for effective recruitment, selection, assignment, and retention of employees. Human Resources is also responsible for administration of worker's comp and employee benefits, equal opportunity employment, employee assistance, liaison to bargaining units, coordination of grievances, labor contract negotiations, employee salary administration, and training. FISCAL YEAR 2004 ACCOMPLISHMENTS Continued and expanded the Supervisory Training Academy. Maintained cordial labor relations with bargaining units through labor management meetings. Continued to administer the Employee Recognition and Longevity Awards program. Successfully negotiated a labor agreement with the Police Benevolent Association, effective October 1, 2004 through September 30, 2007. FISCAL YEAR 2005 GOALS AND OBJECTIVES Continue administration of the Supervisor's Training Academy. Provide quarterly Lunch and Learn training sessions: Retirement Planning, Health Fair and Stress/Conflict Management. Continue to administer the Employee Recognition and Longevity Awards Program. Continue to administer, enforce, and update personnel rules and regulations as needed. PERFORMANCE MEASURES Actual Actual Projected Projected Performance Indicators 2001/2002 2002/2003 2003/2004 2004/2005 Employee Turnover Rate 8% 10% 8% 8% Number of training sessions conducted 7 15 15 25 Total number of employees 183 183 185 191 Personnel expenses per employee $929.50 $1,049.00 $1,008.56 $1,120.58 71 ]CITY OF SEBASTIAN, FLORIDA 2004/2005 ANNUAL BUDGET] PROGRAM BUDGET DESCRIPTION FOR THE HUMAN RESOURCES DEPARTMENT STAFFING NATURE OF ACTIVITY 03/04 04/05 21.00% 21.00% Hiring New Employees - Accept applications, screen applications for minimum qualifications prepare employment and rejection letters, prepare new hire package, schedule pre-employment ~hysical and drug screens, conduct new hire orientations, conduct employment and background investigations, coordinate with departments regarding examinations for skilled positions. 20.00% 20.00% In-Service Actions - Process employee action notices for activity - promotions, demotions and ttans£ers. Maintain personnel and subject files. Update salary schedules and compensation tans. Administer employee evaluation program. 8.00% 8.00% Union Negotiations~ Contract Administration - Negotiate labor agreements with both PBA and CWA and any Memo's of Understanding that may be necessary during the current life of existing contracts. Perform support research, document preparation, record minutes. Review rewrite and organize Rules and Regulations as needed. 3.00% 3.00% Employee Recognition - Continue longevity service awards issued to employees who have completed 5, 10, 15 and 20 consecutive years of service with the City. Employee of the Quarter and Year awards. Safe Driving Award. 2.00% 2.00% CDL Administration - Ensure all employees required to possess CDL Drivers Licenses meet Federal Drag and Alcohol Standard through random drug testing and at the same time maintaining the confidentially of the person being processed. Maintain appropriate and accurate records in support of this requirement. 2.00% 2.00% Employee/Safety Nesvsletter - Gather and disseminate information to all employees through the publishing of a monthly newsletter. 20.00% 20.00% Management/General Employee Training - Develop and coordinate the necessary ttaining for both management and general employees to provide up to date current laws and management techniques. 8.00% 8.00% Effective an~d Responsive Management ~ Maintain and update the City's Policy and Procedures Manual when necessary. Additionally, maintain an Employee Handbook which contains an abbreviated ready reference of major policies and procedures. Review and revise job descriptions. 10.00% 10.00% Effective Insurance Plans - Develop and maintain a comprehensive, innovative and effectively managed insurance benefits plan for all employees and dependents. Provide clear prevention opportunities and participation options for employees and dependents. 3.00% 3.00% Drug Free Workplace - Implement a true random drug policy for all employees to ensure a drug free workplace environment. 3.00% 3.00% Employee Assistance Program - To insure and provide for an Employee Assistance Program for employees and family members with any mental health and/or stress related problems. 100.00% 100.00% 72 HUMAN RESOURCES DEPARTMENT BUDGET SUMMARY l'hc Fiscal Year 2004-2005 adopted budget for Human Resources is $209,884. This compares to the 2003-04 projectcd expenditures of $194,784, an increase of $15,100 or 7.8%. Amended Projected Adopted FY 01-02 FY 02-03 FY 03-04 FY 03-04 FY 04-05 Actual Actual Budget Expenditures Budget Difference Personal Services $ 139,851 $ 152,410 $ 169,062 $ 169,062 $ 184,718 $ 15,656 Operating Expenses 30,248 38,103 26,490 25,722 25,166 (556) Capital Outlay 1,514 total $ 170,099 $ 192,027 $ 195,552 $ 194,784 $ 209,884 $ 15,100 Fiscal Year 04-05 Adopted Budget: Major Current Level Changes from Fiscal Year 2003-04 Projected Expenditmes: Difference !. Personal Services - Increase mainly due to an estimated 24% increase in health insurance premiums, a 5.5% increase for CWA employees per CWA Union Contract and exempt employees per Management Benefit Package, and an increase in deferred compensation and worker's compensation premiums which are wage driven. 15,656 2. Operating Expenses - Net decrease results from reduction in ~'aining and educahon budget. (556) 3. Capital Outlay - No forecasted capital outlay for FY 2004-05. PERSONAL SERVICES SCHEDULE HUMAN RESOURCES DEPARTMENT Position ~uman Resources Director ~enefits Specialist Human Resources Technician Pay Range 57,802/104,397 26,291/47,485 24,071/43,474 F/T/E Projected Adopted POSITION YEARS Expense Budget Grade 02-03 03-04 04-05 FY 03-04 FY 04-05 84E 1.00 1.00 1.00 $ 61,800 $ 65,250 23 1.00 1.00 1.00 36,725 40,000 20 1.00 1.00 1.00 29,624 32,000 3.00 3.00 3.00 TOTAL SALARIES Overtime FICA Taxes Deferred Compensahon Group Health Insurance Premium Dependant Health Ins Premium Employee Assistance Program Worker's Comp Insurance Total Personal Services $ 128,149 $ 137,250 600 600 9,830 10,546 11,565 12,407 15,256 19,535 2,459 3,048 69 69 1,134 1,264 $ 169,062 $ 184,718 73 [CITY OF SEBASTIAN, FLORIDA 2004/2005 ANNUAL BUDGET[ CAPITAL OUTLAY SCHEDULE HUMAN RESOURCES DEPARTMENT Priority Number Description 1 Computer EXPENDITURES PER FISCAL YEAR 2004-05 2005-06 2006-07 2007-08 2008-09 TOTAL $ $ 1,560 $ 1,560 $ $ - $ 3,120 $ $ 1,560 $ 1,560 $ $ - $ 3,120 74 HUMAN RESOURCES Code: 010035 Actual FY 04/05 l_ccount FY 01/02 FY 02/03 FY 03/04 to FY 03/04 Adopted Number Description Actual Actual Budget 3/31/2004 Proiected Budget PERSONAL SERVICES il 1200 Regular Salaries 111,077 120,430 128,149 59,856 128,149 137,250 il 1400 Overtime 366 281 600 114 600 600 512100 FICA Taxes 8,327 9,051 9,830 4,536 9,830 10,546 i12225 Deferred Compensation 9,397 10,864 11,565 5,375 11,565 12,407 512301 Group Health Insurance Premium 8,633 9,298 15,256 7,527 15,256 19,535 512305 Dependant Health Ins Premium 1,982 1,718 2,459 1,229 2,459 3,048 512309 Employee Assistance Program 69 69 69 35 69 69 i12400 Worker's Comp Insurance 0 699 1,134 850 1,134 1,264 TOTAL PERSONAL SERVICES 139,851 152,410 169,062 79,522 169,062 184,718 OPERATING EXPENDITURES 533120 Consultants 3,573 9,500 0 0 0 0 533175 Employee Background Testing 7,308 8,256 6,000 3,167 6,000 6,250 533400 Other Contractual Services 770 871 1,000 254 1,000 750 534000 Travel and Per Diem 3,280 4,570 4,000 2,230 4,000 3,581 534101 Telephone 0 94 700 376 753 791 534105 Cellular Telephone 0 0 0 62 0 0 534110 Interact Services 0 0 75 38 75 75 534120 Postage 348 410 500 195 425 425 534130 Express Mail 189 149 200 106 200 200 i34630 R & M - Office Equipment 375 149 472 0 472 472 i34700 Printing and Binding 0 585 700 373 700 700 434800 Promotional Activities 1,993 1,584 1,000 788 1,000 1,000 534920 Legal Ads 2,466 1,178 2,000 146 2,000 2,000 535200 Departmental Supplies 3,223 4,076 2,500 1,342 2,500 2,500 535210 Computer Supplies 399 753 1,096 109 1,000 972 535230 Small Tools and Equipment 335 0 400 0 250 250 535410 Dues and Memberships 840 933 850 0 850 850 535420 Books and Publications 2,008 2,223 1,500 735 1,000 1,000 535450 Training and Education 3,141 2,772 3,497 287 3,497 3,350 TOTAL OPERATING EXPENDITURES 30,248 38,103 26,490 10,208 25,722 25,166 CAPITAL OUTLAY 606400 Vehicles and Equipment 0 1,514 0 1,929 0 0 TOTAL CAPITAL OUTLAY 0 1,514 0 1,929 0 0 TOTAL HUMAN RESOURCES 170,099 192,027 195,552 91,659 194,784 209,884 ~ITY OF SEBASTIAN, FLORIDA 2004/2005 ANNUAL POLICE DEPARTMENT CONSOLIDATED BUDGET FOR ALL DIVISIONS AND UNITS The Fiscal Year 2004-2005 adopted budget for Police Department as a whole is $4,009,539. This compares the 2003-04 projected expenditures of $3,528,351, an increase of $481,188 or 13.6%. Amended Projected Adopted FY 01-02 FY 02-03 FY 03-04 FY 03-04 FY 04-05 Actual Actual Budget Expenditures Budget Differenc~ $2,150,120 $2,634,970 $3,088,434 $3,079,061 $3,368,705 $ 289,644 224,800 261,975 262,552 258,998 328,674 69,676 174,300 261,458 190,292 190,292 312,160 121,868 $2,549,220 $3,158,403 $3,541,278 $3,528,35l $4,009,539 $ 481,188 Personal Services Operating Expenses Capital Outlay Total Fiscal Year 2004-05 Adopted Budget: Major Current Level Changes from Fiscal Year 2003-04 Projected Expenditures: Difference 1. Personal Services - Increase mainly due to the addition of two (2) full-time road patrol officers and one (1) part-time communication technician, an increase in health insurance premiums and salary increases due to union contract. $ 289,644 2. Operating Expenses - Net increase mainly due to increase in fuel & oil cost and maintenance costs for vehicles. $ 69,67~ 3. Capital Outlay - Increase mainly due to vehicles requests associated with the new positions, replacement of eight (8) laptop computers, and twenty-four (24) tasers. $ 121,868 77 POLICE ADMINISTRATION The Police Administrative Division coordinates the efforts of the Division Commanders, oversees the budget and performs strategic planning for the future. FISCAL YEAR 2004 ACCOMPLISHMENTS Implemented wireless reporting and dispatch capabilities. Progressing with long-range efforts to implement Community Oriented Police Concept. Continuing with command level development through education and assignments. Upgrade dispatch center with new equipment and continued training toward 911 PSAP. FISCAL YEAR 2005 GOALS AND OBJECTIVES To maintain accreditation To establish a community oriented policing policy Continue Traffic Safety Program Continue to provide growth for command staff Expand the wireless reporting system PERFORMANCE MEASURES Actual Actual Projected Projected Perfom~ance Indicators 2001/2002 2002/2003 2003/2004 2004/2005 Civic meetings attended 10 12 12 12 Policies reviewed 78 60 60 60 Unit staff meetings attended 6 18 18 18 Senior staff meetings attended 10 48 36 36 Staff inspections performed 6 12 6 6 Computerized statistical reviews 0 6 6 6 78 PROGRAM BUDGET DESCRIPTION FOR THE POLICE ADMINISTRATION STAFFING NATURE OF ACTIVITY 03/04 04/05 60.00% 60.00°A General Management - Direct department, develop and expand citizen involvement and publk ~ducation. Meet with civic groups, media, and other public and private groups. Genera administrative duties managing the department. 5.00% 5.00% Maintain Training and Professional Development Programs. 25.00% 25.00% Professional Standards - Oversee all internal affairs investigations and conduct two star tnspections during the year. Oversee all background investigations. Insure that accreditatiot standards are followed and documented. 10.00% 10.00~ Dispatch/Communications - Continue to develop procedures and training personnel tc anplement a 911 PSAP 100.00~ 100.00% POLICE ADMINISTRATION BUDGET SUMMARY Fhe Fiscal Year 2004-2005 adopted budget for Police Administration is $305,090. This compares to the 2003-04 ?rojected expenditures of $289,904, an increase of $15,186 or 5.2%. ?ersonal Services Dperating Expenses 2apital Outlay Fotal $ Fiscal Year04-05 Adopted Budget: Major Current Level Changes from Amended Projected Adopted FY01-02 FY 02-03 FY 03-04 FY 04-05 FY 04-05 Actual Actual Budget Expenditures Budget Difference $ 122,557 $ 143,296 $ 263,430 $ 254,057 $ 282,567 $ 28,510 17,913 21,10I 20,505 20,847 19,523 (1,324) 15,000 15,000 3,000 (12,000) 140,470 $ 164,397 $ 298,935 $ 289,904 $ 305,090 $ 15,186 Fiscal Year 2003-04 projected expenditures: Difference I. Personal Services - Increase mainly due to an estimated 24% increase in health insuarance premiums, a 5.5% annual increase for CWA employees per CWA Union Contract as well as exempt employees per Management Benefit Package, and an increase in deffered compensation and worker's compensation ~remiums which are wage driven.. $ 28,510 L Operating Expenses - A slight decrease to reflect reduction in employee background testing. $ (1,324) 5. Capital Outlay - A decrease due to the purchase of a police vehicle in FY 2003-04. $ (12,000) 79 PERSONAL SERVICES SCHEDULE POLICE ADMINISTRATION PAY RANGE 62,519/112,916 49,409/89,239 24,071/43.474 POSITION Chief of Police Captain Administrative Assistant F/T/E Projected Adopted POSITION YEARS Expense Budget GRADE 02-03 03-04 04-05 FY 03-04 FY 04-05 86E 1.00 1.00 1.00 $ 77,200 $ 81,400 40E 0.00 1.00 1.00 72,100 80,300 20 1.00 1.00 1.00 36,125 38,500 2.00 3.00 3.00 TOTAL SALARIES Overtime FICA Taxes Clothing Allowance Deferred Compensation Chapter 185 Pension Group Health Insurance Premium Dependant Health Ins Premium Employee Assistance Program Worker's Comp Insurance Total Personal Services $ 185,425 $ 200,200 3,900 3,900 14,556 15,696 1,080 1,080 16,648 11,191 9,373 11,250 15,590 19,900 2,814 3,490 69 69 13,975 15,791 $ 263,430 $ 282,567 CAPITAL OUTLAY SCHEDULE POLICE ADMINISTRATION DIVISION Priority Number 1 2 3 4 Descriotion Replacement radios/speaker Personal Computer Laptop Computer Replacement of Police Vehicl EXPENDITURES PER FISCALYEAR 2004-05 2005-06 2006-07 2007-08 2008-09 TOTAL $ 3,000 $ $ $ $ $ 3,000 1,700 1,700 1,800 5,200 1,500 1,500 38,000 38,000 $ 3,000 $ 3,200 $ 39,700 $ 1,800 $ $ 47,700 80 POLICE ADMINISTRATION Code: 010041 Account Number Description PERSONAL SERVICES 511200 Regular Salaries 511400 Overtime 512100 FICA Taxes 512215 Clothing Allowance 512225 Deferred Compensation 512250 Chapter 185 Retirement 512301 Group Health Insurance Premium 512305 Dependant Health Ins Premium 512309 Employee Assistance Program 512400 Worker's Comp Insurance rOTAL PERSONAL SERVICES ~PERATING EXPENDITURES 33100 Professional Services 33175 Employee Background Testing 533440 Electronic Security Services 534000 Travel and Per Diem 534101 Telephone 534105 Cellular Telephone 534110 Interernet Services 534115 On-line Services 534120 Postage 534130 Express Mail 534310 Electric 534320 Water/Sewer 534610 R & M-Buildings 534620 R&M-Vehicles 534630 R & M- Office Equipment 534640 R & M-Operating Equipment 534650 R&M-Radio 534800 Promotional Activities 534920 Legal Ads 535200 Departmental Supplies 535210 Computer Supplies 535230 Small Tools and Equipment 535260 Gas and Oil 535270 Uniforms and Shoes 535410 Dues and Memberships 535420 Books and Publications 535450 Training and Education rOTAL OPERATING EXPENDITURES CAPITAL OUTLAY 506400 Vehicles and Equipment rOTAL CAPITAL OUTLAY rOTAL POLICE ADMINISTRATION FY 01/02 Actual 97,915 2,540 7,683 54O 9,101 0 4,548 184 46 0 122,557 3,I63 601 245 496 2,009 543 0 0 1,505 3,694 47O 84 130 0 4 42 185 0 1,725 545 873 608 209 0 460 72 250 17,913 0 0 140,470 FY 02/03 Actual 107,317 3,717 8,493 540 10,043 0 4,959 174 46 8,007 143,296 1,314 956 0 789 1,715 1,138 0 95 1,298 0 3,629 303 0 3,489 0 0 0 621 0 2,457 674 589 650 377 742 0 265 21,101 0 0 164,397 FY 03/04 Budget 185,425 3,900 14,556 1,080 16,648 9,373 15,590 2,814 69 13,975 263,430 0 2,350 0 1,000 1,500 1,150 100 8OO 1,600 0 3,875 35O 0 200 960 500 250 600 0 1,600 600 700 720 300 550 200 600 20,505 15,000 15,000 298,935 Actual to 03/31/04 87,272 1,838 6,758 540 4,921 4,105 7,614 1,407 35 10,475 124,964 0 0 0 358 884 546 51 0 529 0 2,048 2O4 0 59 0 197 0 171 0 1,221 213 28 702 160 445 144 249 8,209 12,105 12,105 145,278 FY 03/04 Projected 185,425 3,900 14,556 1,080 16,648 0 15,590 2,814 69 13,975 254,057 0 2,350 0 1,000 1,725 1,150 100 8OO 1,100 0 4,280 497 0 200 900 400 100 600 0 1,600 500 500 1,500 300 445 200 600 20,847 15,000 15,000 289,904 FY 04/05 Adopted Budget 200,200 3,900 15,696 1,080 11,191 11,250 19,900 3,490 69 15,791 282,567 0 0 0 1,400 1,898 1,300 100 875 1,100 0 4,127 248 0 600 500 500 200 400 0 1,600 500 475 1,600 600 500 200 800 19,523 3,000 3,000 305,090 81 0F SEBASTI i FLORiDA 2°04120 5 ANnuaL B GE I SCHOOL RESOURCE OFFICER UNIT The School Resource Unit consists of two full time police officers assigned to the elementary schools and the charter junior high school located in the City of Sebastian. This officer fulfills a multifunctional role such as, teachers of school security, aggression management, social skills, and consequences of behavior. In addition, the officer provides security to students and faculty, handle reported crimes on school property, teach drug awareness and resistance, gang resistance education training, and provide counseling to students and parents. FISCAL YEAR 2004 ACCOMPLISHMENTS Completed 18 weeks of Gang Resistance education and training Completed 36 weeks of the 36 week DARE program Completed the GREAT summer camp planning Completed four 5 week Life Skills program Completed 10 DARE bowls Completed 9 DARE skates New SRO attended 80 hours DARE/SRO certification course Completed one safety fair Stranger Danger for all lower level grades Initiated project Child Safe, gun lock safety program FISCAL YEAR 2005 GOALS AND OBJECTIVES Continue DARE program including DARE bowls and DARE skates Conduct in-service training to school faculty and staff to better prepare them in time of crisis Continue the GREAT progranr with the 7th grade students Continue the GREAT summer component with the graduated 7th grade students Attend school functions, SAC, PTA, and safety committee meetings, one per month PERFORMANCE MEASURES Actual Actual Projected Projected Performance Indicators 2001/2002 2002/2003 2003/2004 2004/2005 School Resource Classes 5 5 5 5 Number of Students 1450 1450 1,500 1,600 Bike Rodeos 2 1 3 2 Home Security Surveys N/A N/A N/A N/A Home Counseling Services 10 7 10 10 G.R.E.A.T. Student Visitations 7th Grade Co: 47 38 50 50 G.R.E.A.T. Student Visitations 98 238 110 250 G.R.E.A.T. Summer Camp Students 36 36 25 21 82 PROGRAM BUDGET FOR SCHOOL RESOURCE OFFICER UNIT ST,4FFING NATURE OF,4 CTIVITY 03/04 04/05 50.00% 50.00% D.A.R.E. - provides students with stmctmed classroom instruction on drag resistance and educatinn~ as well as promotes social interaction and reward for good behavior for fifth ~yade 15.00% 25.00% School Resource Officer Program - Provides onsite school safety and guidance to the facility, students, teachers, and parents. 25.00% 25.00% G.R.E.A.T. Program - Teaches gang resistance through education and ~aining. Educational aspects of program involve crime impact on victims, neighborhoods, cultural sensitivity/prejudice, conflict resolution, and goal setting. 10.00% 0.00% Life Skills - D.A.R.E. like program designed and targeted to third grade students. 100.00% 100.00% POLICE SCHOOL RESOURCE OFFICER BUDGET SUMMARY Fhe Fiscal Year 2004-2005 adopted budget for School Resource Officer Unit is $164,889. This compares to the 2003-0~ ~rojected expenditures of $128,672, an increase of $36,217 or 28.15%. Amended Projected Adopted FY 01-02 FY 02-03 FY 03-04 FY 03-04 FY 04-05 Actual Actual Budget Expenditures Budget Difference ?ersonal Services $ 89,345 $ 109,114 $ 117,621 $ 117,621 $ 123,883 $ 6,262 Dperating Expenses 7,949 9,5 l 8 10,793 10,451 8,506 (1,945) 2apital Outlay 1,526 999 600 600 32,500 31,900 Fotal $ 98,820 $ 119,631 $ 129,014 $ 128,672 $ 164,889 $ 36,217 ?iscal Year 04-05 Adopted Budget: Major Current Level Changes from Fiscal Year 2003-04 Projected Expenditures: Difference 1. Personal Services - Increase mainly due to an estimated 24% increase in health insurance premiums, a ~nnual salary increase for PBA employees per PBA Union Contract, and an increase in deferred :ompensation and worker's compensation premiums which are wage driven. $ 6,262 L Operating Expenses - Decrease due to reduction in travel & per diem, training & education, vehicle -naintenance. $ (1,945) L Capital Outlay - Increase due to a replacement police vehicle request. $ 31,900 83 IciTy OF BASTiA , LORiDA 2004)2005 ANNUAi BUDGET[ PERSONAL SERVICES SCHEDULE POLICE SCHOOL RESOURCE OFFICER UNIT PAY POSITION RANGE School Resource Officers 28,473/51,425 F/T/E Projected Adopted POSITION YEARS Expense Budget GRADE 02-03 03-04 04-05 FY 03-04 FY 04-05 27 0.00 2.00 2.00 $ 72,999 $ 73,000 0.00 2.00 2.00 TOTAL SALARIES $ 72,999 $ 73,000 Overtime FICA Taxes Clothing Allowance Chapter 185 Retirement Group Health Insurance Premium Dependant Health Ins Premium Employee Assistance Program Worker's Comp Insurance Total Personal Services 5,OOO 5,OOO 6,011 6,O5O 1,080 1,080 10,075 10,920 10,291 15,596 3,125 4,961 46 46 8,994 7,230 $ 117,621 $ 123,883 CAPITAL OUTLAY SCHEDULE SCHOOL RESOURCE OFFICER UNIT Priority Number 1 2 Description Replacement Vehicle (Funded By DST) Laptop Computer EXPENDITURES PER FISCAL YEAR 2004-05 2005-06 2006-07 2007-08 2008-09 TOTAL 32,500 $ $ $ $ $ 32,500 1,800 1,800 32,500 $ 1,800 $ $ $ $ 34,300 84 ] iT 6F SEBAs TiA N, F ORID X 2 OO4i2 o os xNN AL U )G :TI POLICE SCHOOL RESOURCE OFFICER UNIT Code: 010042 Actual FY 04/05 Account FY 01/02 FY 02/03 FY 03/04 to FY 03/04 Adopted Number Description Actual Actual Budget 3/31/03 Proiected Budget PERSONAL SERVICES ;11200 Regular Salaries 64,336 68,281 72,999 33,080 72,999 73,000 511400 Overtime 7,118 6,329 5,000 1,457 5,000 5,000 512100 FICA Taxes 5,343 5,575 6,011 2,524 6,011 6,050 512215 Clothing Allowance 1,080 1,080 1,080 540 1,080 1,080 512250 Chapter 185 Retirement 457 8,779 10,075 4,082 10,075 10,920 512301 Group Health Insurance Premium 8,372 8,836 10,291 6,193 10,291 15,596 512305 Dependant Health Ins Premium 2,593 2,718 3,125 1,936 3,125 4,961 512309 Employee Assistance Program 46 46 46 19 46 46 512400 Worker's Comp Insurance 0 7,470 8,994 6,742 8,994 7,230 YOTAL PERSONAL SERVICES 89,345 109,114 117,621 56,573 117,621 123,883 OPERATING EXPENDITURES 534000 Travel and Per Diem 1,376 1,163 1,400 1,445 2,285 1,090 534101 Telephone 518 269 543 209 401 441 534105 Cellular Telephone 0 0 650 81 400 480 534110 Internet Access 0 0 75 38 77 80 534310 Electric 639 640 690 93 194 825 534320 Water/Sewer 757 27 197 104 241 165 :34410 Pagers 100 7 0 0 0 0 534620 R& M-Vehicles 351 1,004 500 177 500 250 534630 R & M - Office Equipment 0 0 131 0 0 0 534640 R & M-Operating Equipment 200 153 0 0 0 0 534650 R&M-Radio 120 0 300 0 300 300 534800 Promotional Activities 782 1,828 1,500 0 1,500 1,500 535200 Departmental Supplies 351 1,119 400 346 692 450 535210 Computer Supplies 185 244 877 121 300 350 535230 SmallTools and Equipment 60 267 300 0 200 150 535260 Gas andOil 1,120 1,100 1,130 615 1,230 1,300 535270 Uniforms and Shoes 657 1,008 1,000 182 1,000 500 535275 Safety Equipment 15 0 50 0 50 50 535420 Books and Publications 43 99 50 40 81 50 535450 Training and Education 675 590 1,000 762 1,000 525 rOTAL OPERATING EXPENDITURES 7,949 9,518 10,793 4,213 10,451 8,506 CAPITAL OUTLAY 506400 Vehicles and Equipment 1,526 999 600 0 600 32,500 YOTAL CAPITAL OUTLAY 1,526 999 600 0 600 32,500 rOTAL SCHOOL RESOURCE OFFICER UNIT 98,820 119,631 129,014 60,786 128,672 164,889 85 0 sEBASTIAN' F omD L BUD E POLICE PATROL DIVISION The Uniform Division consists of four (4) squads of uniformed officers, each under the supervision of a sergeant. These officers handle a daily operation, which consists of responding to calls for service by citizens, as well as patrolling, traffic enforcement end criminal investigations. FISCAL YEAR 2004 ACCOMPLISHMENTS · / Numerous officers and supervisors have received letters from citizens, commending them for their efforts end service. · / Officers have maintained high visibility in the community in en effort to reduce crime. · " Increased directed patrols in areas where citizens have had concems. v' Supervisors and officers received training in Community Policing and sexual harassment. ,/ Directed officers to areas of concern and to resolve problems. ,/ Directions provided to supervisors for their normal duties FISCAL YEAR 2005 GOALS AND OBJECTIVES Maintain sufficient staff to effectively respond to calls for service in a timely manner. Promote courtesy when in contact with the citizens. Increase warning and parking citations. Provide needed direction for supervisors. Continue to provide educational opportunities for officers end supervisors to help keep them current on laws end procedures. PERFORMANCE MEASURES Actual Actual Projected Projected Performance Indicators 2001/2002 2002/2003 2003/2004 2004/2005 Traffic Stops 3,723 3,916 5,000 5,000 DUI Checkpoints & Saturation Patrols 3 7 12 Transfer House Watches 4,214 3,151 5,000 Transfer Funeral Escorts 76 84 130 Transfer Patrol Miles 220,515 223,740 218,000 267,000 Officer Initiated Activity 17,781 23,036 21,500 26,600 Traffic Enforcement N/A N/A N/A 620 Parking Enforcement N/A N/A N/A 1,600 Alarms N/A N/A N/A 770 86 ]CITY OF SEBASTIAN, FLOmDA 2004/2005 ANNUAL BUDGET] PROGRAM BUDGET DESCRIPTION FOR THE POLICE PATROL DIVISION STAFFING NATURE OF A CT1VITY 03/04 04/05 22.00% 22.00% Calls for Service - respond to estimated 38,000 - 40,000 calls for service. 20.00% 20.00% Traffic Stops and Citations - Conduct an estimated 6,000 traffic stops and issue an estimate~ 2~500 citations and 37500 warnings. 10.00% 10.00% Investigations - Conduct vekicle crash investigations. 10.00% 10.00% Criminal Transportation - Transport arrested adults and juveniles to respective detenfior fa~ilitig$. 10.00% 10.00% Training and Professional Development - Provide a minimum of 40 hours of training to all members of the division. 28.00% 28.00% Patrol and Crime Prevention - Maintain patrol logs and direct patrols to reduce opportunistic crimes. Monitor traffic to direct traffic enforcement strategies. Plan and participate in tasl~ force operations. 100.00% 100.00% POLICE PATROL DIVISION BUDGET SUMMARY l'he Fiscal Year 2004-05 adopted budget for Police Patrol Division is $1,737,847. This compares to the 2003-04 projected expenditures of $1,753,932, a decrease orS 16,085 or .92%. Amended Projected Adopted FY 01-02 FY 02-03 FY 03-04 FY 03-04 FY 04-05 Actual Actual Budget Expenditures Budget Difference ?ersonalServices $ 1,000,041 $ 1,339,735 $ 1,531,624 $ 1,531,624 $ 1,418,660 $ (112,964) Dperating Expen scs 83,317 108,121 94,016 94,116 121,082 26,966 Zapital Outlay 129,576 150,059 128,192 128,192 198,105 69,913 l'otal $ 1,212,934 $ 1,597,915 $ 1,753,832 $ 1,753,932 $ 1,737,847 $ (16,085) Fiscal Year 04-05 Adopted Budget: Major Current Level Changes from Fiscal Year 2003-04 Projected Expenditures: Difference 1. Personal Services - Net decrease due to the transfer of four (4) police officers to Special Operations Division, offset by the addition of two (2) road patrol officers, an estimated increase in health insurance ,reminms and annual salary increases for PBA employees per the PBA Union Contract, and a decrease a deferred compensation and worker's compensation premiums which are wage driven. $ (112,964} L Operating Expenses - Net increase mainly due to increase in fuel & oil costs and maintenance costs [br vehicles. $ 26,966 5. Capital Outlay - Increase mainly due to laptop computer replacement for patrol vehicles, tasers, and aew vehicles due to addition of officers. $ 69,913 87 PERSONAL SERVICES SCHEDULE POLICE PATROL DMSION POSITION Eaptain Lieutenant Sergeants 3fficers Femporary Part-time Officer Dfficers F/T/E PAY POSITION YEARS RANGE GRADE 02-03 03-04 04-05 49,409/89,239 40E 1.00 0.00 0.00 44,468/80,315 37E 0.00 1.00 1.00 35,433/63,996 30 4.42 5.00 4.00 28,473/51,425 27 16.00 18.00 15.00 0.00 0.50 0.00 NEW POSITION 0.00 0.00 2.00 Projected Adopted Expense Budget .FY 03-04 FY 04-05 $ $ 60,600 67,000 250,000 207,800 598,238 483,150 11,150 59,000 21.42 24.50 22.00 TOTAL SALARIES $ 919,988 $ 816,950 Overtime 125,000 125,000 FICA Taxes 80,685 72,927 Clothing Allowance 12,960 11,340 Chapter 185 Retirement 133,978 130,312 Group Health Insurance Premium 153,128 163,653 Dependant Health Ins Premium 18,755 13,678 Employee Assistance Program 553 484 Worker's Comp Insurance 86,577 84,316 Total Personal Services $1,531,624 $1,418,660 ~APITAL OUTLAY SCHEDULE PATROL DIVISION POLICE Priority Number Description 1 Replacement Marked Patrol Vehicle $ 32,500 $149,550 (Funded by DST) 2 Marked Patrol Vehicle 32,500 (Funded by DST) 3 Laptop computers (8) 12,605 4 Automatic External Defibulators (5) 20,000 5 Replace Radio 17,500 18,000 6 Radars (2 per year) 3,000 3,090 7 Tasers (20) 20,000 8 Mobil Video Replacements 9,000 9 Personal Computer 1,150 10 Vehicle (Program Change) 30,000 (Funded by DST) 11 Vehicle (Program Change) 30,000 (Funded by DST) EXPENDITURES PER FISCAL YEAR 2004-05 2005-06 2006-07 2007-08 2008-09 TOTAL $154,040 $158,660 18,600 19,158 3,180 $163,420 $658,170 32,500 12,605 20,000 19,732 92,990 9,27O 20,000 9,000 1,150 30,000 30,000 $198,105 $180,790 $175,820 $177,818 $183,152 $915,685 88 POLICE PATROL DIVISION Code: 010043 Actual FY 04/05 Account FY 01/02 FY 02/03 FY 03/04 to FY 03/04 Adopted Number Description Actual Actual Budget 03/31/2004 Proiected Budget PERSONAL SERVICES 511200 Regular Salaries 701,366 817,654 919,988 395,939 919,988 816,950 511400 Overtime 121,606 125,056 125,000 67,822 125,000 125,000 512100 FICA Taxes 62,300 71,577 80,685 35,182 80,685 72,927 512215 Clothing Allowance 10,620 11,516 12,960 6,052 12,960 11,340 512250 Chapter 185 Retirement 5,041 112,448 133,978 55,266 133,978 130,312 512301 Group Health Insurance Premium 83,174 94,593 153,128 69,058 153,128 163,653 512305 Dependant Health Ins Premium 15,481 13,977 18,755 8,511 18,755 13,678 512309 Employee Assistance Program 453 511 553 263 553 484 512400 Worker's Comp Insurance 0 92,403 86,577 64,892 86,577 84,316 TOTAL PERSONAL SERVICES 1,000,041 1,339,735 1,531,624 702,985 1,531,624 1,418,660 OPERATING EXPENDITURES 533400 Other Contractual Services 0 0 0 0 0 3,100 534000 Travel and Per Diem 3,237 3,207 3,300 2,749 3,300 4,000 534101 Telephone 2,694 2,093 2,000 393 772 849 534105 Cellular Telephone 657 1,715 2,600 858 1,800 1,125 534110 Internet Access 0 0 2,880 1,119 2,300 2,880 534310 Electric 4,988 4,899 5,225 2,895 6,051 5,777 534320 Water/Sewer 486 303 350 203 597 1,571 534410 Pagers 858 116 0 0 0 0 534620 R & M-Vehicles 11,451 10,647 8,186 7,377 11,000 11,000 534630 R & M - Office Equipment 0 492 313 99 300 600 534640 R & M-Operating Equipment 4,242 5,951 4,000 2,960 4,000 11,950 534650 R&M-Radio 1,501 2,766 2,500 1,363 2,500 3,000 535200 Departmental Supplies 8,347 9,408 7,500 3,812 6,000 7,500 535210 Computer Supplies 733 729 4,595 2,185 3,000 3,500 535230 SmallTools and Equipment 3,488 7,597 2,500 855 1,800 2,000 535260 Gas and Oil 25,289 34,851 31,000 20,938 35,900 42,000 535270 Uniforms and Shoes 9,472 19,486 12,192 5,144 10,300 15,000 535275 Safety Equipment 655 194 655 119 240 350 535410 Dues and Memberships 110 140 110 95 95 110 535420 Books and Publications 709 116 710 761 761 770 535450 Training and Education 4,400 3,411 3,400 2,290 3,400 4,000 TOTAL OPERATING EXPENSES 83,317 108,121 94,016 56,215 94,116 121,082 CAPITAL OUTLAY 606400 Vehicles and Equipment 129,576 150,059 128,192 13,798 128,192 198,105 TOTAL CAPITAL OUTLAY 129,576 150,059 128,192 13,798 128,192 198,105 TOTAL POLICE PATROL DIVISION 1,212,934 1,597,915 1,753,832 772,998 1,753,932 1,737,847 89 POLICE COMMUNITY POLICING UNIT The Community-Policing Unit coordinates special events, serves as liaison between the community and the police department for various issues, is the emergency management liaison, conducts background investigations and supervises and trams the community volunteers. This division also is responsible for code enforcement assistance, maintenance on CFA accreditation files, maintaining alarm permits as well as serving as the false alarm administrator. FISCAL YEAR 2004 ACCOMPLISHMENTS Attended over 150 community meetings to promote community oriented policing program. Conducted over 50 child seat/safety referrals and inspections. Conducted training for new volunteers and crossing guards. Attended emergency management meetings and training courses to keep current. Participated and coordinated various events within our community and in the county. Conducted over 3500 house watches for citizens Assisted in over 140 funeral escorts. Collected over $8000 in fines and permits. FISCAL YEAR 2005 GOALS AND OBJECTIVES Implement, coordinate and maintain contact with the community and provide assistance with various community issues. Continue to supervise and coordinate community service volunteer program. Provide a variety of security and safety assessment and training for the community. Continue to conduct background investigations for new employees. Efficiently maintain all false alarm files and permits. PERFORMANCE MEASURES Actual Actual Projected Projected Performance Indicators 2001/2002 2002/2003 2003/2004 2004/2005 Crime Prevention Information Meetings 3 3 4 4 Youth Safety Fair/Bike Rodeos 2 2 3 4 Community Events 4 4 6 6 Background Investigations N/A N/A N/A 20 Emergency Planning N/A N/A N/A 10 9O PROGRAM BUDGET DESCRIPTION FOR THE COMMUNITY POLICING UNIT STAFFING NATURE OF ACTIVITY 03/04 04/05 50.00% 50.00% Community Relations - Provide full police services to the Community. Conduct securit surveys. Coordinate Community Service Volunteer Program. Coordinate public service medi* segments. Provide commercial and residential security training sessions. 25.00% 20.00% Community Policing - Prepare and implement public assistance/comnamity policing initiatives. 13.00% 5,00% Crime Prevention - Coordinate with City Agencies and other law enforcement agencies tc reduce criminal activities 12.00% 5.00% Securitw Surveys - Provide commerical and residential security training sessions. 0.00% 20.00% Background investigation 100.00% 100.00% POLICE COMMUNITY POLICING UNIT BUDGET SUMMARY The Fiscal Year 2004-2005 adopted budget for Community Policing is $144,347, This compares to the 2003-0~ ~roiected expenditures of $138,473, an increase of $5,874 or 4.24% Amended Projected Adopted FY 01-02 FY 02-03 FY 03-04 FY 03-04 FY 04-05 Actual Actual Budget Expenditures Budget Difference 'ersonalServices $ 90,364 $ 116,389 $ 129,688 $ 129,688 $ 121,044 $ (8,644~ Operating Expenses 10,686 11,450 11,564 8,785 19,753 10,968 Capital Outlay 3,550 3,550 Total $ 101,050 $ 127,839 $ 141,252 $ 138,473 $ 144,347 $ 5,874 Fiscal Year 04-05 Adopted Budget: Major Current Level Changes from Fiscal Year 2003-04 Pro./ected Expenditures: Difference 1. Personal Services - Net decrease mainly due to a decrease in worker's comp premium, offset by an :stimated increase in health insurance premiums, a 5.5% increase for a CWA employee per CWA Union Contract, and an increase in deferred compensation which is wage driven. $ (8,644~ ~. Operating Expenses - Increase mainly due to electric and water & sewer charges based on square footage allocation at the new police station. $ 10,968 3. Capital Outlay - Increase solely due to the new computer software needed for "Are you OK" program. $ 3,550 91 PERSONAL SERVICES SCHEDULE COMMUNITY POLICING UNIT POSITION Comity Policing Officer Clerical Assistant I Crossing Guards Temp (7) PAY RANGE 28,473/51,425 19,557/35,322 Projected Adopted Expense Budget GRADE 02-03 03414 04-05 FY 03-04 FY 04-05 27 1.00 1.00 1.00 $ 36,749 $ 38,500 13 1.00 1.00 1.00 21,500 21,000 3.50 3.50 3.50 31,300 28,000 5.50 5.50 5.50 TOTAL SALARIES $ 89,549 $ 87,500 F/T/E POSITION YEARS Overtime FICA Taxes Clothing Allowance Deferred Compensation Chapter 185 Retirement Group Health Insurance Premium Dependant Health Ins Premium Employee Assistance Program Worker's Comp Insurance Total Personal Services 2,500 2,500 7,064 6,926 540 540 1,935 1,890 5,070 5,740 10,389 11,660 4,042 88 46 46 8,553 4,154 $ 129,688 $ 121,044 CAPITAL OUTLAY SCHEDULE COMMUNITY POLICING UNIT Priority EXPENDITURES PER FISCAL YEAR Number Description 2004-05 2005-06 2006-07 2007-08 2008-09 TOTAL 1 "Are You OK" Program sofhvare $ 3,550 $ $ $ $ $ 3,550 $ 3,550 $ $ $ $ $ 3,550 92 004/2005 ANNu POLICE COMMUNITY POLICING UNIT Code: 010044 Actual FY 04/05 Account FY 01/02 FY 02/03 FY 03/04 to FY 03/04 Adopted Number Description Actual Actual Budget 03/31/2004 Proiected Budget PERSONAL SERVICES 511200 Regular Salaries 69,141 79,740 89,549 38,847 89,549 59,500 511300 Temporary Salaries 0 0 0 0 0 28,000 511400 Overtime 4,774 3,940 2,500 1,493 2,500 2,500 i512100 FICA Taxes 5,466 6,163 7,064 3,026 7,064 6,926 !512215 Clothing Allowance 540 540 540 270 540 540 512225 Deferred Compensation 989 1,810 1,935 196 1,935 1,890 512250 Chapter 185 Retirement 236 4,559 5,070 2,260 5,070 5,740 512301 Group Health Insurance Premium 6,255 8,765 10,389 3,927 10,389 11,660 512305 Dependant Health Ins Premium 2,923 3,515 4,042 1,077 4,042 88 512309 Employee Assistance Program 40 46 46 19 46 46 512400 Worker's Comp Insurance 0 7,311 8,553 6,410 8,553 4,154 TOTAL PERSONAL SERVICES 90,364 116,389 129,688 57,525 129,688 121,044 OPERATING EXPENDITURES 534000 Traveland Per Diem 100 506 250 0 350 650 534101 Telephone 801 894 1,300 376 727 800 534105 Cellular Telephone 289 611 637 281 637 480 534110 Internet Services 0 0 100 51 100 100 534310 Electric 639 639 690 93 194 3,301 534320 Water/Sewer 757 27 197 79 192 992 534410 Pagers 100 7 0 0 0 0 534620 R& M-Vehicles 403 994 450 182 300 1,800 534630 R & M- Office Equipment 0 299 300 0 300 300 534640 R& M-OperatingEquipment 4 37 200 54 200 200 534650 R& M-Radio 300 60 300 55 200 1,200 534800 Promotional Activities 726 1,021 1,000 114 1,000 500 535200 Departmental Supplies 720 625 600 543 700 600 535210 Computer Supplies 257 252 200 214 250 200 535230 Small Tools and Equipmeut 431 567 400 20 400 400 535260 Gas and Oil 3,155 2,747 3,000 420 1,500 6,000 535270 Uniforms and Shoes 1,056 1,401 1,180 194 850 1,180 535275 Safety Equipment 23 108 50 0 50 300 535410 Dues and Memberships 20 60 60 25 80 100 535420 Books and Publications 30 0 50 55 55 50 535450 Training and Education 875 595 600 210 700 600 TOTAL OPERATING EXPENDITURES 10,686 11,450 11,564 2,966 8,785 19,753 CAPITAL OUTLAY 606400 Vehicles and Equipment 0 0 0 0 0 3,550 TOTAL CAPITAL OUTLAY 0 0 0 0 0 3,550 TOTAL COMMUNITY POLICING UNIT 101,050 127,839 141,252 60,491 138,473 144~347 93 OF SEBASTIAN, Fi ORIDA 2004i2005AL BUDG q CODE ENFORCEMENT DIVISION The Code Enforcement Division enforces codes to ensure the beauty and character of the City by responding to citizen complaints and self-initiation enforcement. Also, provides support to the Code Enforcement Board, administers and enforces the false alarm ordinance and assists residents with false alarm problems. FISCAL YEAR 2004 ACCOMPLISHMENTS Cleaned up several neighborhoods of key concern through enforcement and voluntary compliance. Both code enforcement officers received advanced certifications. Instituted inmate correction crew City Clean Up Program. Boy Scout monthly volunteer City Clean Up Program. Trained police volunteers in initiation of code enforcement. FISCAL YEAR 2005 GOALS AND OBJECTIVES Maintain a high violator compliance rate. Carry over as a yearly function. Reduce repeat offenses through compliance and enforcement, while maintaining good public relations Continue the inmate and Boy Scout city clean up programs. PERFORMANCE MEASURES Actual Actual Projected Projected Performance Indicators 2001/2002 2002/2003 2003/2004 2004/2005 Water Violations N/A 109 60 58 Parking Violations N/A 31 500 806 Code Violations N/A 3,182 4,450 2,866 Illegal Signs N/A 266 500 396 PROGRAM BUDGET DESCRIPTION FOR THE CODE ENFORCEMENT DIVISION STAFFING NATURE OF ACTIVITY 03/04 04/05 60.00% 60.00% Citizen Complaints ~ Respond to complaints of city ordinance violations and self-initiate code compliance and enforcement. 30.00% 30.00% Re-inspections - Follow up on notices of violations to ensure compliance. 2.00% 2.00% Code Enforcement Board - Provide direct support to Code Enforcement Board for Code Enforcement hearinl~s. 8.00% 8.00% Doc.~umentation - To document complaints, as well as self-initiated actions, write reports ant follow up letters prepare documentation for Code Enforcement Board. 100.00% 100.00% 94 IciT¥ °g sEBAsTIAN, FLORIDA 2004/2005 ANN XL Bui>GETI CODE ENFORCEMENT DIVISION BUDGET SUMMARY The Fiscal Year 2004-2005 dopted budget for Code Enforcement is $115,611. This compares to the 2003-04 >rojected expenditures of $100,169, an increase of $15,442 or 15.4% Amended Projected Adopted FY 01-02 FY 02-03 FY 03-04 FY 03-04 FY 04-05 Actual Actual Budget Expenditures Budget Difference $ 62,405 $ 79,596 $ 90,189 $ 90,189 $ 104,066 $ 13,877 8,100 9,833 9,980 9,980 11,545 1,565 18,505 $ 89,010 $ 89,429 $ 100,169 $ 100,169 $ 115,611 $ 15,442 ~ersonal Services Operating Expenses Capital Outlay Total Fiscal Year 04-05 Adopted Budget: Major Current Level Changes from Fiscal Year 2003-04 Projected Expenditures: Difference 1. Personal Services - Increase mainly due to an estimated 45% increase in health insurance premiums, a 5.5% annual increase for CWA employees per CWA Union Contract, and an increase in deferred compensation and workers' compensation premiums which are wage driven. $ 13,877 2. Operating Expenses - Increase mainly due to gas and oil costs for the vehicles. $ 1,565 3. Capital Outlay - No forecasted capital outlay for FY 2004-05. $ PERSONAL SERVICES SCHEDULE UODE ENFORCEMENT DIVISION POSITION 2ode Enforcement Officer 2ode Enforcement Officer PAY RANGE 25,503/46,062 28,473/51,425 F/T/E Projected Adopted POSITION YEARS Expense Budget GRADE 02-03 03-04 04-05 FY 03-04 FY 04-05 22 1.00 2.00 2.00 $ 57,249 $ 62,000 27 0.58 0.00 0.00 1.58 2.00 2.00 TOTAL SALARIES $ 57,249 $ 62,000 Overthrte Clothing Allowance FICA Taxes Deferred Compensation Group Health Insurance Prem/um Dependant Health Ins Premium Employee Assistance Program Worker's Comp Insurance Total Personal Services 1,200 1,200 4,452 4,835 5,238 5,688 10,202 15,534 1,237 1,918 46 46 10,565 12,845 $ 90,189 $ 104,066 95 [Ci~ OF SEBASTiA~i ~O~D~ 200~/2005 ANNU~ B~GET[ CAPITAL OUTLAY SCHEDULE CODE ENFORCEMENT DIVISION Priority Number Description 1 Computer Replacements 2 Track-l/2 Ton P/U 3 Portable Radios (2) EXPENDITURES PER FISCAL YEAR 2004-05 2005-06 2006-07 2007-08 2008-09 TOTAL $ $ 1,500 $ 1,500 $ $ $ 3,000 19,000 19,000 6,000 6,000 $ $ 26,500 $ 1,500 $ $ $ 28,000 96 [cITy 0F SEBASTix F 0mDA 2004 2005 ANNUAL CODE ENFORCEMENT DIVISION Code: 010045 Actual FY 04/05 Account FY 01/02 FY 02/03 FY 03/04 to FY 03/04 Adopted Number Description Actual Actual Budget 03/31/2004 Proiected Budget PERSONAL SERVICES :11200 Regular Salaries 49,058 52,748 57,249 27,141 57,249 62,000 511400 Overtime 263 123 1,200 572 1,200 1,200 :12100 FICA Taxes 3,697 3,921 4,452 2,036 4,452 4,835 512215 Clothing Allowance 338 0 0 0 0 0 512225 Deferred Compensation 2,182 4,758 5,238 2,472 5,238 5,688 512250 Chapter 185 Retirement 248 0 0 0 0 0 512301 Group Health Insurance Premium 6,442 8,064 10,202 6,305 10,202 15,534 512305 Dependant Health Ins Premium 141 913 1,237 773 1,237 1,918 :12309 Enrployee Assistance Program 36 42 46 23 46 46 512400 Worker's Comp Insurance 0 9,027 10,565 7,919 10,565 12,845 tOTAL PERSONAL SERVICES 62,405 79,596 90,189 47,241 90,189 104,066 OPERATING EXPENDITURES 534000 Travel and Per Diem 951 1,025 1,200 523 1,047 1,200 534101 Telephone 502 429 595 281 595 800 534105 Cellular Telephone 13 59 0 0 0 0 534110 Interact Services 0 0 50 26 50 50 534120 Postage 104 377 240 302 500 610 534310 Electric 1,071 1,270 1,355 717 1,355 825 534320 Water/Sewer 470 303 350 204 350 165 534620 R & M-Vehicles 223 652 400 119 238 400 534630 R & M- Office Equipment 329 400 400 165 330 400 534650 R& M-Radio 25 224 140 63 126 200 534910 Clerk of Court Filing Fees 18 120 150 96 192 300 535200 Departmental Supplies 1,480 1,156 1,000 575 1,000 1,200 535210 Computer Supplies 876 153 250 186 374 400 535230 Small Tools and Equipment 245 620 500 0 200 200 535260 Gas and Oil 581 1,510 1,500 1,012 1,773 2,250 535270 Uniforms and Shoes 284 555 600 305 600 975 535275 Safety Equipment 0 0 100 0 100 100 535410 Dues and Memberships 90 0 120 60 120 180 535420 Boolcs and Publications 43 0 90 0 90 90 535450 Training and Education 795 980 940 470 940 1,200 tOTAL OPERATING EXPENDITURES 8,100 9,833 9,980 5,104 9,980 11,545 CAPITAL OUTLAY 606400 Vehicles and Equipment 18,505 0 0 0 0 0 YOTAL CAPITAL OUTLAY 18,505 0 0 0 0 0 YOTAL CODE ENFORCEMENT DIVISION 89,010 89,429 100,169 52,345 100,169 115,611 97 POLICE DETECTIVE DIVISION The Police Detective Division is under the supervision of a sergeant and is staffed by three (3) swom inveshgators and one civilian I.D. technician. The three investigators are assigned to cases involving crimes against persons, crimes against property and general investigations. The I.D. techn/cian is the custodian of the evidence/property room and processes crime scenes for evidence. FISCAL YEAR 2004 ACCOMPLISHMENTS Obtained 5 warrants and made 9 felony arrests, as of reporting date. Two sworn investigators and the I.D. Technician received formal schooling. 224 cases were assigned, 103 cleared, 48 inactivated and 91 reports/supplements written. FISCAL YEAR 2005 GOALS AND OBJECTIVES Professionally investigate cases with diligence and efficiency, thus ensuring appropriate closure, carried over as a yearly function. Maintain contact with victims, ensuring they are kept abreast of case progress and informed of their rights as victims. Continue to provide quality and adequate educational courses allowing for up to date investigative skills. M~fmtain a case management system with continued efficiency. PERFORMANCE MEASURES Actual Projected Projected Performance Indicators 2002/2003 2003/2004 2004/2005 Burglary Investigations 123 115 130 Assault Investigations 263 160 196 Sexual Assault Investigations 3 15 14 Vehicle Theft Investigation 18 22 20 Robbery Investigations 4 5 2 Larceny Investigations 281 380 310 Juvenile Arrests 106 180 90 Murder/Attempted Murder Investigations 1 3 1 PROGRAM BUDGET DESCRIPTION FOR THlg POLICE DETECTIVE DIVISION STAFFING NATURE OF ACTIVITY 03/04 04/05 65.00~ 65.00~ Investigations - Investigate reported criminal offenses, complete reports on same, conduc~ mterviews, review and assist in the prosecution of suspects. 10.00V 10.00~ On Scene Investigations - Perform on-scene investigations and process crime scenes. 13.00V 13.00~ Court Assistance - Obtaining warrants, State Attorney's Office depositions and appear in court. 10.00V 10.00~ Investigations Assistance - Assist Uniform Division and other agencies with investigations. 2.00~ 2.00~ training and Professional Development. 100.00% 100.00~ 98 ciTY SEBXSTiAN, FLORIDA POLICE DETECTIVE DIVISION BUDGET SUMMARY The Fiscal Year 2004-2005 adopted budget for Police Detectives is $466,464. This compares to the 2003-04 projecter expenditures of $407,653, an increase of $58,811 or 14.4% Personal Services Operating Expenses Capital Outlay Total Amended Projected Adopted FY 01-02 FY 02-03 FY 03-04 FY 03-04 FY 04-05 Actual Actual Budget Expenditures Budget Difference $ 315,744 $ 351,229 $ 298,140 $ 298,140 $ 337,194 $ 39,054 57,959 59,281 63,013 63,013 68,770 5,757 20,980 13,282 46,500 46,500 60,500 14,000 $ 394,683 $ 423,792 $ 407,653 $ 407,653 $ 466,464 $ 58,811 Fiscal Year 204-05 Adopted Budget: Major Current Level Changes from Fiscal Year 2003-04 Projected Expenditures: Difference 1. Personal Services - Increase mainly due to an estimated 24% increase in health insurance premiums, an annual salary increase for the the PBA employees per the PBA Union Contract, and an increase in deferred compensation and worker's compensation premiums which are wage driven.. $ 39,054 2. Operating Expenses - Increase mainly due to Crime Laboratory Agencies Contributions increase. $ 5,757 3. Capital Outlay - Increase due to the request of portable radios and surveillance equipment. $ 14,000 PERSONAL SERVICES SCHEDULE POLICE DETECTIVE DMSION F/T/E Projected Adopted PAY POSITION YEARS Expense Budget POSITION RANGE GRADE 02-03 03-04 04-05 FY 03-04 FY 04-05 Lieutenant 44,468/80,315 37E 1.00 0.00 0.00 $ $ Sergeants 35,433/63,996 30 1.00 1.00 1.00 39,949 54,500 Investigators 29,327/51,425 27 4.00 3.00 3.00 112,498 116,500 Evidence Technician 26,291/47,485 23 1.00 1.00 1.00 28,625 30,000 7.00 5.00 5.00 TOTAL SALARIES Overtime Clothing Allowance FICA Taxes Deferred Compensation Chapter 185 Retirement Group Health Insurance Premium Dependant Health Ins Premium Employee Assistance Program Worker's Comp Insurance Total Personal ScnMces $ 181,072 $ 201,000 15,000 15,000 5,360 5,360 15,343 16,934 2,565 2,700 21,671 26,040 31,931 39,100 9,195 10,878 115 115 15,888 20,067 $ 298,140 $ 337,194 99 ICITY OF SEBASTIAN, FLORIDA 2004/2005 ANNUAL BUDGETI CAPITAL OUTLAY SCHEDULE POLICE DETECTIVE DMSION Priority Number 1 2 3 4 5 6 7 Description Replacement Unmarked Vehicle (3) Surveillance Equipment Portable Radios/Speakers Mobile Radio Replacements (2) Computer replacements Laptop Computers Replacement Digital Camera EXPENDITURES PER FISCAL YEAR 2004-05 2005-06 2006-07 2007-08 2008-09 TOTAL $ 51,000 2,000 7,500 $ $ $ $ 7,500 5,000 7,500 1,150 2,600 2,600 2,500 1,800 $ 51,000 2,000 15,000 12,500 6,350 2,500 1,800 $ 60,500 $ 16,150 $ 4,400 $ 10,100 $ $ 91,150 100 POLICE DETECTIVE DIVISION Code: 010047 Actual FY 04/05 Account FY 01/02 FY 02/03 FY 03/04 to FY 03/04 Adopted Number Description Actual Actual Budget 03f31/2004 Proiected Budget PERSONAL SERVICES 511200 Regular Salaries 242,895 233,858 181,072 65,151 181,072 201,000 511400 Overtime 14,129 11,788 15,000 5,137 15,000 15,000 512100 FICA Taxes 19,909 18,862 15,343 5,195 15,343 16,934 512215 Clothing Allowance 6,904 5,788 5,360 1,758 5,360 5,360 512225 Deferred Compensation 2,291 2,544 2,565 1,309 2,565 2,700 512250 Chapter 185 Retirement 1,480 25,964 21,671 6,655 21,671 26,040 512301 Group Health Insurance Premium 26,612 21,902 31,931 10,918 31,931 39,100 512305 Dependant Health Ins Premium 1,372 3,113 9,195 3,790 9,195 10,878 512309 Employee Assistance Program 152 132 115 48 115 115 512400 Worker's Comp Insurance 0 27,278 15,888 11,908 15,888 20,067 TOTAL PERSONAL SERVICES 315,744 351~229 298,140 111,869 298,140 337,194 OPERATING EXPENDITURES 533100 Professional Services 21,264 22,500 24,126 12,563 24,126 32,217 534000 Travel and Per Diem 4,590 3,433 4,000 2,650 4,648 4,000 534101 Telephone 4,759 3,588 3,200 650 1,293 1,423 534105 Cellular Telephone 3,964 3,660 3,864 1,540 3,079 3,600 534110 IntemetAccess 30 0 175 89 179 200 534115 On-line Services 617 363 500 134 270 400 534310 Electric 3,695 3,629 3,875 35 3,875 4,952 534320 Water/Sewer 470 303 350 2,047 498 413 534410 Pagers 161 82 90 204 82 90 534420 Equipment Leases 408 0 408 41 408 250 534620 R& M-Vehicles 1,992 1,720 1,100 1,123 2,245 1,100 534630 R & M- Office Equipment 90 1,954 728 0 728 500 534640 R& M-OperatingEquipment 199 473 400 0 400 300 534650 R& M-Radio 0 377 400 132 400 400 535200 Departmental Supplies 3,251 2,945 3,300 687 2,500 2,500 535210 Computer Supplies 1,354 1,195 2,897 944 1,888 2,000 535230 SmallTools and Equipment 337 3,980 500 0 500 1,400 535260 Gas and Oil 3,124 4,713 5,500 2,251 4,501 5,500 535270 Uniforms and Shoes 2,054 205 2,000 533 2,000 2,000 535275 Safety Equipment 0 0 200 0 200 100 535410 Dues and Memberships 20 85 250 80 160 250 535420 Books and Publications 95 0 150 81 162 175 535450 Training and Education 5,485 4,076 5,000 4,436 8,871 5,000 rOTAL OPERATING EXPENDITURES 57,959 59,281 63,013 30,220 63,013 68,770 EAPITAL OUTLAY 506400 Vehicles and Equipment 20,980 13,282 46,500 33,258 46,500 60,500 rOTAL CAPITAL OUTLAY 20,980 13,282 46,500 33,258 46,500 60,500 tOTAL POLICE DETECTIVE DIVISION 394,683 423,792 407,653 175,347 407,653 466,464 101 oF SEBASTIANi" LORIDA 2004/2005 ANNU B I ETi SUPPORT SERVICES DIVISION The Support Services Division is responsible for the processing, distribution and computer entries of incident reports, citations, warnings, parking tickets, trespass warnings and other records processing incidental to police records. The division also provides residents and officers with reports for court and insurance proposes, as well as fingerprinting residents when requested, tracking housewatch participants and providing Florida Department of Law Enforcement (FDLE) with uniform crime reports (UCR). FISCAL YEAR 2004 ACCOMPLISHMENTS Became fully operational on RMS system. Provided quality service to the public. FISCAL YEAR 2005 GOALS AND OBJECTIVES Provide continuous training and education for all employees. Continue to store and dispose of records in accordance with public records retention law. Continue to provide quality service to the public. PERFORMANCE MEASURES Actual Projected Projected Perfon~ance Indicators 2002-2003 2003-2004 2004-2005 Number &citations processed 1938 2486 2,560 Number of warnings processed 1928 2876 2,962 Number of reports processed 1791 1982 2,041 Number of parking citations processed 712 32~ 329 Number of trespass warnings processed 175 27~ 278 PROGRAM BUDGET DESCRIPTION FOR THE SUPPORT SERVICES DIVISION STAFFING NATURE OF ACTIVITY 03/04 04/05 50.00% 50.00% Records Management - Processing, distributing and entering incident reports, citations warnings, parking tickets, txespass warnings, and other related records management for the Divisions of the Police Department. 20.00% 20.00% Citizen Requests - Respond to citizen and agency requests for incident reports, accident reports and local checks by fax, mail or phone. Providing officers with i~fformation when requested signing for, processing and entering subpoenas. Providing records information to citizens ir person or by phone. 10.00%o 10.00% Reporting - Provide FDLE with UCR reports, update UCR, prepare and provide statistics, update pin map. 5.00% 5.00% Fin~,ernrintin~, - Fingerprint residents when requested. 15.00% 15.00% Administrative - Mail correspondence to housewatch participants and to program donors, collec~ copy fees, signoff citation fees and alarm fees. 100.00% 100.00% 102 ?ITY OF SEBASTIAN, FLORIDA 2004/2005 ANNUAL POLICE SUPPORT SERVICES DIVISION BUDGET SUMMARY The Fiscal Year 2004-2005 adopted budget for Police Support Services is $275,753. This compares to the 2003-04 projected expenditures of $258,139, an increase of $17,614 or 6.80% Projected Adopted FY 01-02 FY 02-03 FY 03-04 FY 03-04 FY 04-05 Actual Actual Budget Expenditures Budget Difference Personal Services $ 187,677 S206,977 $ 236,752 $ 236,752 $ 256,06l $ 19,309 Operating Expenses 15,158 18,756 22,191 21,387 18,887 (2,500) Capital Outlay 851 49,175 805 805 Total $ 203,686 $ 274,908 $ 258,943 $ 258,139 $ 275,753 $ 17,614 Fiscal Year 04-05 Adopted Budget: Major Current Level Changes from Fiscal Year 2003-04 Projected Expenditures: Difference 1. Personal Services - Increase mainly due to an estimated 24% increase in health insurance premiums, a 5.5% annual increase for CWA employees per CWA Union Contract as well as an annual salary increase for the PBA employee per PBA Union Contract, and an increase in deferred compensation and worker's compensation which are wage driven. $ 19,309 2. Operating Expenses - Decrease mainly due to reduction in estimated R&M-Operating Equipment budget. $ (2,500) 3. Capital Outlay - Increase due to the request for one (1) typewriter. $ 805 PERSONAL SERVICES SCHEDULE SUPPORT SERVICES DIVISION F/T/E Projected Adopted PAY POSITION YEARS Expense Budget POSITION RANGE GRADE 02-03 03-04 04-05 FY 03-04 FY 04-05 Lieutenant 44,468/80,315 37E 1.00 1.00 1.00 $ 59,400 $ 62,900 Records Supervisor 27,915/50,418 25 1.00 1.00 1.00 32,125 32,900 Clerical Assistant II 20,704/37,393 15 1.00 1.00 1.00 23,625 24,700 Clerical Assistant I 19,557/35,322 13 2.00 2.00 2.00 44,248 46,200 5.00 5.00 5.00 TOTAL SALARIES $ 159,398 $ 166,700 Overtime FICA Taxes Cloth/ng Allowance Deferred Compensation Chapter 185 Retirement Group Health Insurance Premium Dependant Health Ins Premium Employee Assistance Program Worker's Comp Insurance Total Personal Services 500 500 12,235 12,832 540 540 9,000 9,387 7,722 8,806 31,815 38,906 9,129 11,319 115 115 6,298 6,956 $ 236,752 $ 256,061 103 [CITY OF SEBASTIAN, FLORIDA 2004/200S ANNUAL BUDGET[ CAPITAL OUTLAY SCHEDULE SUPPORT SERVICES DIVISION Priority Number Description 1 Typewriter 2 Computer 3 Monitors EXPENDITURES PER FISCAL YEAR 2004-05 2005-06 2006-07 2007-08 2008-09 TOTAL $ 805 $ $ $ $ $ 805 850 850 1,200 1,200 $ 805 $ 850 $ 1,200 $ $ $ 2,855 104 POLICE SUPPORT SERVICES DIVISION Code: 010048 Actual FY 04/05 Account FY 01/02 FY 02/03 FY 03/04 to FY 03/04 Adopted Number Description Actual Actual Budget 03/31/04 Projected Budget PERSONAL SERVICES 511200 Regular Salaries 142,644 148,277 159,398 74,843 159,398 166,700 511400 Overtime 482 600 500 13 500 500 512100 FICA Taxes 10,640 10,992 12,235 5,351 12,235 12,832 512215 Clothing Allowance 540 315 540 270 540 540 512225 Deferred Compensation 7,845 8,501 9,000 4,171 9,000 9,387 512250 Chapter 185 Retirement 339 6,458 7,722 3,361 7,722 8,806 512301 Group Health Insurance Premium 20,961 20,140 31,815 15,783 31,815 38,906 512305 Dependant Health Ins Premium 4,111 4,496 9,129 4,564 9,129 11,319 512309 Employee Assistance Program 115 106 115 58 115 115 512400 Worker's Comp Insurance 0 7,092 6,298 4,721 6,298 6,956 TOTAL PERSONAL SERVICES 187,677 206,977 236,752 113,135 236,752 256,061 OPERATING EXPENDITURES 534000 Travel and Per Diem 561 321 600 668 1,336 1,400 534101 Telephone 2,606 2,045 1,800 497 973 1,070 534105 Cellular Telephone 416 140 750 0 750 750 534110 Internet Services 0 0 125 64 128 128 534310 Electric 2,513 2,359 2,520 1,331 2,782 2,476 534320 Water/Sewer 470 303 350 203 498 413 534410 Pagers 74 0 0 0 0 0 534620 R&M-Vehicles 41 402 500 0 500 500 534630 R & M - Office Equipment 2,005 250 1,200 0 1,200 600 534640 R&M-OperatingEquipment 30 5,608 6,500 0 5,000 2,500 534650 R&M-Radio 0 558 200 132 264 300 535200 Departmental Supplies 3,947 3,809 4,100 1,278 4,100 4,100 535210 Computer Supplies 867 745 1,046 641 1,283 1,300 535230 Small Tools and Equipment 360 681 500 171 500 500 535260 Gas and Oil 324 395 400 240 482 700 535270 Uniforms and Shoes 535 500 400 114 400 400 535275 Safety Equipment 0 0 50 0 50 50 535410 Dues and Memberships 0 0 200 35 200 150 535420 Books and Publications 249 0 50 20 41 50 535450 Training and Education 160 640 900 212 900 1,500 TOTAL OPERATING EXPENDITURES 15,158 18,756 22,191 5,606 21,387 18,887 CAPITAL OUTLAY 606400 Vehicles and Equipment 851 49,175 0 0 0 805 TOTAL CAPITAL OUTLAY 851 49,175 0 0 0 805 TOTAL SUPPORT SERVICES DIVISION 203,686 274,908 258,943 118,741 258,139 275,753 105 I iTY OF SEBASTi , FLO DA 004/2005 NUALl POLICE DISPATCH UNIT The police dispatch unit operates around the clock and takes calls for police service fxom the public, dispatches calls to officers, provides information services to officers and monitors and records the activities of officers, community service volunteers and code enforcement officers. Dispatch uses a number of state of the art automated systems, which are linked to statewide and nationwide databases. FISCAL YEAR 2004 ACCOMPLISHMENTS ,," Fully on line with CAD system. ,/' Filled three full time dispatch vacancies. ,/ Prepared to transition into new dispatch center. FISCAL YEAR 2005 GOALS AND OBJECTIVES To provide more training for all dispatchers. Attract and retain full staffallocation. Establish a communications training officer (CTO) program. Continue efforts to become primary public safety ans~vering provider (PSAP). Implement wireless dispatch. PERFORMANCE MEASURES Actual Projected Projected Performance Indicators 2002/2003 2003/2004 2004/2005 911 Calls Received 685 3,600 1,222 Code Violation Calls Received 3,182 890 2,866 Total Calls Received 31,554 29,500 36,130 Calls Per Dispatcher 3,944 4,300 4,516 PROGRAM BUDGET DESCRIPTION FOR THE POLICE DISPATCH UNIT STAFFING NATURE OF A CTIV1TY 03/04 04/05 50.00% 50.00% Dispatch - Receive and dispatch calls for police services, including felony in progress ant emergency calls. Supply information to officers and callers. Record police action taken on calh for service. 20.00% 20.00°A Calls - Receive complaint calls from public and emergency 9-1-1 calls 20.00% 20.00~ Information Retrieval - Check auto tags, VIN's, individuals, articles through the automated in. house records system and FCIC/NCIC systems. Send and receive LETS and fax messages. 5.00% 5.00~ Code Enforcement - Receive, document and dispatch code enforcement complaints. 5.00% 5.00~ Training and Professional Development. 100.00% 100.00% 106 POLICE DISPATCH UNIT BUDGET SUMMARY Fhe Fiscal Year 2004-2005 adopted budget for Police Dispatch is $422,701. This compares to the 2003-04 projectec :xpenditures of $362,718, an increase of $59,983 or 16.5% Amended Projected Adopted FY 01-02 FY 02-03 FY 03-04 FY 03-04 FY 04-05 Actual Actual Budget Expenditures Budget Difference ?ersonalServices $ 281,987 $ 288,634 $ 334,599 S 334,599 $ 385,106 $ 50,507 Operating Expenses 23,718 23,915 30,490 28, l 19 27,895 (224~ Capital Outlay 2,862 47,943 9,700 9,700 Total $ 308,567 $ 360,492 $ 365,089 $ 362,718 $ 422,701 $ 59,983 Fiscal Year 04-05 Adopted Budget: Major Current Level Changes from Fiscal Year 2003-04 Projected Expenditures: Difference 1. Personal Services - Increase mainly due to the addition of one part-time communication technician position, an estimated 24% increase in health insurance premiums, and a 5.5% annual increase for CWA employees per CWA Union Contract., and an increase in deferred compensation and worker's compensation premiums which is wage driven. $ 50,507 2. Operating Expenses - Decease due to the reduction in anticipated spending for current year R&M- Operating Equipment budget. $ (224~, 3. Capital Outlay - Increase due to the request of FCIC/NCIC terminal and Instant Playback. $ 9,700 PERSONAL SERVICES SCHEDULE POLICE DISPATCH UNIT PAY POSITION RANGE Chief Communications Technician 27,915/50,418 Communication Techrfician 22,017/39,765 Communication Technician (P/T) NEW POSITION F/T/E Projected Adopted POSITION YEARS Expense Budget GRADE 02-03 03-04 04-05 FY 03-04 FY 04-05 25 1.00 1.00 1.00 $ 35,125 $ 37,700 17 8.00 8.00 8.00 188,498 202,500 0.00 0.00 0.50 N/A 15,000 9.00 9.00 9.50 TOTAL SALARIES $ 223,623 $ 255,200 Overtime FICA Taxes Deferred Compensation Group Health Insurance Premium Dependant Health Ins Premium Employee Assistance Program Worker's Comp Insurance Total Personal Services 20,000 20,000 18,589 21,053 21,870 23,418 45,754 61,693 3,150 1,143 184 207 1,429 2,392 $ 334,599 $ 385,106 107 CITy 0F SEBASTIAN, FLoRiD~ 200~i200S ~NU~ B~-DGE~" CAPITAL OUTLAY SCHEDULE POLICE DISPATCH UNIT Priority Number 1 2 3 4 5 EXPENDITURES PER FISCAL YEAR Description ~2004-05 2005-06 2006-07 2007-08 2008-09 FCIC/NCIC termmalreplacement $ 2,100 $ $ $ 2,300 $ Instant playback 7,600 Personal computer 2,100 Monitors 1,200 Replace Chairs 1,700 $ 9,700 $ 2,100 $ 2,900 $ 2,300 $ TOTAL $ 4,400 7,600 2,100 1,200 1,700 $ 17,000 108 SEBAS i , FLO DA 2004/2005 DGE'T'[ POLICE DISPATCH UNIT Code: 010049 Actual FY 04/05 Account FY 01/02 FY 02/03 FY 03/04 to FY 03/04 Adopted Number Description Actual Actual Budget 03/31/2004 Proiected Budget PERSONAL SERVICES :11200 Regular Salaries 197,106 188,923 223,623 101,494 223,623 240,200 :11300 Temporary Salaries 15,000 511400 Overtime 18,462 32,470 20,000 13,621 20,000 20,000 512100 FICA Taxes 16,362 16,756 18,589 8,993 18,589 21,053 512225 Deferred Compensation 18,691 18,655 21,870 9,581 21,870 23,418 512301 Group Health Insurance Premium 30,081 28,314 45,754 22,210 45,754 61,693 512305 Dependant Health Ins Premium 1,089 2,083 3,150 759 3,150 1,143 512309 Employee Assistance Program 196 182 184 100 184 207 512400 Worker's Comp Insurance 0 1,251 1,429 1,071 1,429 2,392 tOTAL PERSONAL SERVICES 281,987 288,634 334,599 157,829 334,599 385,106 OPERATING EXPENDITURES 534000 Travel andPer Diem 898 362 1,000 606 1,212 2,380 534101 Telephone 4,185 3,109 3,000 1,059 2,098 2,307 534108 800 MHZ Lines 5,232 8,044 6,800 4,316 8,633 8,650 534110 Internet Access 0 0 125 64 128 128 534115 Online Services 0 0 4,200 0 0 0 :34310 Electric 2,513 2,359 2,520 1,331 2,782 3,301 534320 Sewer/Water 470 303 350 204 498 744 534410 Pager Leases 106 82 60 41 83 0 534420 Equipment Leases 4,125 4,125 0 0 0 0 :34630 R& M-Office Equipment 666 396 794 27 794 500 534640 R& M-OperatingEquipment 0 525 6,600 0 6,600 3,000 534650 R& M-Radios 145 1,018 500 0 500 500 535200 Departmental Supplies 2,202 1,164 1,000 275 1,000 1,100 535210 Computer Supplies 1,189 1,484 1,191 446 1,191 1,191 135230 Small Tools and Equipment 81 335 300 0 300 200 535275 Safety Equipment 0 0 150 0 150 150 535410 Dues and Memberships 105 190 200 80 160 200 535420 Books and Publications 347 249 200 0 200 200 535450 Training and Education 1,454 170 1,500 895 1,790 3,344 tOTAL OPERATING EXPENDITURES 23,718 23,915 30,490 9,344 28,119 27,895 CAPITAL OUTLAY fi06400 Vehicles and Equipment 2,862 47,943 0 0 0 9,700 I'OTAL CAPITAL OUTLAY 2,862 47,943 0 0 0 9,700 YOTAL POLICE DISPATCH UNIT 308,567 360,492 365,089 167,173 362,718 422,701 109 ]CITY OF SEBASTIAN, FLORIDA 2004/2005 ANNUAL BUDGET] POLICE SPECIAL OPERATIONS The Special Operations Division consists of the K-9 unit, motorcycle traffic unit, marine unit, and special response team (SRT). The purpose for the division is to handle special needs, problems such as searches for missing persons/suspect, drug and building searches, traffic enforcement to include problems areas, criminal traffic violations and traffic homicide investigations, marine enforcement and rescue and all high-risk tactical situations as defined by policy. FISCAL YEAR 2005 GOALS AND OBJECTIVES Participate in Florida Buckle Up and DUI Enforcement Waves. Participate in the weekly county wide K-9 training days to enhance K-9's and handlers' abilities. Actively patrol the waterway within the City of Sebastian, enforce marine laws and promote boater safety. Actively utilize K-9's to enforce vehicle related narcotic's violations. Actively and aggressively enforce and educate the public on traffic laws and safety. SRT will continue to actively train singularly and with the other teams in the area. To be prepared to handle any high-risk event that arises in the City of Sebastian or assist another jurisdiction if requested. PERFORMAINCE MEASURES Actual Actual Projected Projected Perfumance Indicators 2001/2002 2002/2003 2003/2004 2004/2005 Vehicle check points N/A N/A N/A 3 Buckle up and DUI enforcermra waves. N/A N/A N/A 3 K-9 ttsage reports. N/A N/A N/A 50 K-9 training days. N/A N/A N/A 40 Child safety seat programs. N/A N/A N/A 2 Boat safety inspections. N/A N/A N/A 15 PROGRAM BUDGET DESCRIPTION FOR THE POLICE SPECIAL OPERATIONS STAFFING NATURE OF ACTIVITY 03/04 04/05 N/A 50.00% K-9 Unit - Responsible for directed patrol and request for officer assists. N/A 25.00% Motorcycle/Traffic Unit - Crirrfmal and non-crim'mal traffic law enforcement anc accident investigations N/A 25.00% Marine Unit - Patrol waterways, enforce marine laws and perform water rescues. N/A 0.00% SRT Unit - SRT Specially ~:ained/Equip officers available to respond to all new risk events, beyond the abilities or equipment capabilities of the patrol officers. 0.00% 100.00% 110 POLICE SPECIAL OPERATIONS BUDGET SUMMARY The Fiscal Year 2004-2005 adopted budget for Police Special Operations is $283,878. Special Operations Division is ~ newly established Division of Police Department. The Division's proposed budget includes a transfer of 4 full-time polic~ officers from the Road Patrol Division. Amended Projected Adopted FY 02-03 FY 03-04 FY 04-05 FY 04-05 FY 04-05 Actual Actual Budget Expenditures Budget Difference PersonalServices N/A N/A N/A N/A $ 258,435 $ 258,435 Operating Expenses N/A N/A N/A N/A 21,443 21,443 Capital Outlay N/A N/A N/A N/A 4,000 4,000 Total N/A N/A N/A N/A $ 283,878 $ 283,878 PERSONAL SERVICES SCHEDULE POLICE SPECIAL OPERATIONS PAY RANGE 28,473/51,425 28,473/51,425 28,473/51,425 POSITION Officer - Motorcycle Patrol Officer - K-9 Officer - Marine Patrol F/T/E Projected Adopted POSITION YEARS Expense Budget GRADE 02-03 03-04 04-05 FY 03-04 FY 04-05 27 0.00 0.00 1.00 N/A $ 36,000 27 0.00 0.00 2.00 N/A 70,500 27 0.00 0.00 1.00 N/A 52,500 0.00 0.00 4.00 TOTAL SALARIES N/A $ 159,000 Overtime N/A 5,000 FICA Taxes N/A 12,711 Clothing Allowance N/A 2,160 Deferred Compensation N/A Chapter 185 Pension N/A 22,960 Group Health Insurance Premium N/A 31,262 Dependant Health Ins Premium N/A 9,927 Employee Assistance Program N/A 92 Worker's Comp Insurance N/A 15,323 Total Personal Services N/A $ 258,435 CAPITAL OUTLAY SCHEDULE POLICE SPECIAL OPERATIONS Priority EXPENDITURES PER FISCAL YEAR Number Description 2004-05 2005-06 2006-07 2007-08 2008-09 TOTAL 1 Tasers (4) $ 4,000 $ $ $ $ $ 4,000 2 Traffic Vehicle 35,000 35,000 3 K-9 Vehicle 38,000 38,000 $ 4,000 $ 35,000 $ $ 38,000 $ $ 77,000 111 POLICE SPECIAL OPERATIONS Code: 010040 Actual FY 04/05 Account FY 01/02 FY 02/03 FY 03/04 to FY 03/04 Adopted Number Description Actual Actual Budget 03/31/04 Proiecte~ Budget PERSONAL SERVICES 511200 Regular Salaries N/A N/A N/A N/A N/A 159,000 511400 Overtime N/A N/A N/A N/A N/A 5,000 512100 FICA Taxes N/A N/A N/A N/A N/A 12,711 512215 Clothing Allowance N/A N/A N/A N/A N/A 2,160 512225 Deferred Compensation N/A N/A N/A N/A N/A 0 512250 Chapter 185 Retirement N/A N/A N/A N/A N/A 22,960 512301 Group Health Insurance Premium N/A N/A N/A N/A N/A 31,262 512305 Dependant Health Ins Premium N/A N/A N/A N/A N/A 9,927 512309 Employee Assistance Program N/A N/A N/A N/A N/A 92 512400 Worker's Comp Insurance N/A N/A N/A N/A N/A 15,323 I'OTAL PERSONAL SERVICES N/A N/A N/A N/A N/A 258,435 OPERATING EXPENDITURES 534000 Travel and Per Diem N/A N/A N/A N/A N/A 2,144 534101 Telephone N/A N/A N/A N/A N/A 2,528 534105 Cellular Telephone N/A N/A N/A N/A N/A 1,440 534110 Interernet Services N/A N/A N/A N/A N/A 80 534115 On-line Services N/A N/A N/A N/A N/A 270 534310 Electric N/A N/A N/A N/A N/A 825 534320 Water/Sewer N/A N/A N/A N/A N/A 331 534620 R & M-Vehicles N/A N/A N/A N/A N/A 1,500 534650 R & M-Radio N/A N/A N/A N/A N/A 1,200 535210 Computer Supplies N/A N/A N/A N/A N/A 150 535230 Small Tools and Equipment N/A N/A N/A N/A N/A 500 535260 Gas and Oil N/A N/A N/A N/A N/A 6,000 535270 Uniforms and Shoes N/A N/A N/A N/A N/A 2,500 535275 Safety Equipment N/A N/A N/A N/A N/A 350 535410 Dues and Memberships N/A N/A N/A N/A N/A 100 535420 Books and Publications N/A N/A N/A N/A N/A 100 535450 Training and Education N/A N/A N/A N/A N/A 1,425 tOTAL OPERATING EXPENDITURES N/A N/A N/A N/A N/A 21,443 CAPITAL OUTLAY 606400 Vehicles and Equipment N/A N/A N/A N/A N/A 4,000 tOTAL CAPITAL OUTLAY N/A N/A N/A N/A N/A 4,000 tOTAL POLICE SPECIAL OPERATIONS N/A N/A N/A N/A N/A 283,878 112 ]CITY OF SEBASTIAN, FLORIDA 2004/2005 ANNUAL BUDGETI POLICE PROFESSIONAL STANDARDS The Professional Standards Division coordinates and conducts training for agency employees, internal affairs investigations, conducts staff inspections, prepares for reaccreditations, maintains accredited status by gathering proofs and documentation. Supervises the field training program and recruitment/hiring of sworn officers and civilian employees including background investigations. FISCAL YEAR 2004 ACCOMPLISHMENTS Coordinated and maintained training for the agency. ,/ Continued goals and objectives on training as per administrative budget. -./ Conducted 2 internal affairs and maintained files. ,/ Attended training to keep abreast of accreditation matters. FISCAL YEAR 2005 GOALS AND OBJECTIVES Provide, coordinate and maintain training for the department. Achieve CFA reaccredited status. Conduct staff inspections within the agency. Conduct recruitment efforts. Supervise and review background investigations as required. PERFORMANCE MEASURES Actual Actual Projected Projected Performance Indicators 2001/2002 2002/2003 2003/2004 2004/2005 Internal affairs N/A N/A N/A 3 Conduct and/or coordinate 40 hours traimng blocks per officer N/A N/A N/A 34 Conduct and/or coorcllnate training lbr c~wlians per department need N/A N/A N/A 15 Recruiting and promotional activities N/A N/A N/A 5 CFA mock and onsite inspection N/A N/A N/A 2 PROGRAM BUDGET DESCRIPTION FOR THE POLICE PROFESSIONAL STANDARDS STAFFING NATURE OF ACTIVITY 03/04 04/05 N/A 40.00°A l'raining N/A 15.00% Stafflnspections N/A 5.00% Internal Affairs N/A 30.00~ Accreditation N/A 10.00% Recrnitin~ and Itirin~ 0.00% 100.00% 113 POLICE PROFESSIONAL STANDARDS BUDGET SUMMARY The Fiscal Year 2004-2005 adopted budget for Pohce Professional Standards is $92,959. This compares to the 2003434 projected expenditures of $88,691, an increase of $4,268 or 4.8%. Personal Services Operating Expenses Capital Outlay Total Projected Adopted I~ 01-02 FY 02-03 FY 03-04 FY 03-04 FY 04-05 Actual Actual Budget ExpencYltures Budget Difference N/A N/A $ 86,391 $ 86,391 $ 81,689 $ (4,702) N/A N/A N/A 2,300 11,270 8,970 N/A N/A N/A N/A N/A $ 86,391 $ 88,691 $ 92,959 $ 4,268 Fiscal Year 04-05 Adopted Budget: Major Corrent Level Changes from Fiscal Year 2003-04 Projected Expenditures: Difference 1. Personal Services - Decrease mainly due to a retroactive payout occurred m FY 2004. $ (4,702) 2. Operating Expenses - Increase due to this division being newly formed in FY 2004, therefore presently establishing an annual budget. $ 8,970 3. Capital Outlay - No forecasted capital outlay for FY 2004-05. $ PERSONAL SERVICES SCHEDULE POLICE PROFESSIONAL STANDARDS PAY POSITION RANGE Lieutenant 44,468/80,315 F/T/E Projected Adopted POSITION YEARS Expense Budget GRADE 02-03 03-04 04-05 FY 03-04 FY 04-05 37E 0.00 1.00 1.00 $ 63,250 $ 59,500 0.00 1.00 1.00 TOTAL SALARIES Overtime FICA Taxes Clothing Allowance Deferred Compensation Chapter 185 Pension Group Health Insurance Premium Dependant Health Ins Premium Employee Assistance Program Worker's Comp Insurance Total Personal Services 63,250 59,500 1,134 4,977 4,593 679 540 8,370 8,330 1,631 2,510 423 524 23 23 5,904 5,669 $ 86,391 $ 81,689 CAPITAL OUTLAY SCHEDULE POLICE PROFESSIONAL STANDARDS Priority Number Description$2004-05 EXPENDITURES PER FISCAL YEAR 2005-06 2006-07 2007-08 2008-09 $ $ $ $ TOTAL I $- 114 POLICE PROFESSIONAL STANDARDS Code: 010046 Account Number Description PERSONAL SERVICES 511200 Regular Salaries 511400 Overtime 512100 FICA Taxes 512215 Clothing Allowance 512250 Chapter 185 Retirement 512301 Group Health Insurance Premium 512305 Dependant Health Ins Premium 512309 Employee Assistance Program 512400 Worker's Comp Insurance TOTAL PERSONAL SERVICES OPERATING EXPENDITURES 533100 Professional Services 534000 Travel and Per Diem 534101 Telephone 534105 Cellular Telephone 534115 On-line Services 534120 Postage 534310 Electric 534320 Water/Sewer 534620 R& M-Vehicles 534630 R & M - Office Equipment 534650 R& M-Radio 534800 Promotional Activities 535200 Departmental Supplies 535210 Computer Supplies 535230 Small Tools and Equipment 535260 Gas and Oil 535270 Uniforms and Shoes 535410 Dues and Memberships 535420 Books and Publications 535450 Training and Education TOTAL OPERATING EXPENDITURES CAPITAL OUTLAY 606400 Vehicles and Equipment TOTAL CAPITAL OUTLAY TOTAL PROFESSIONAL STANDARDS FY 01/02 Actual N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A FY 02/03 Actual N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A FY 03/04 Budget 63,250 1,134 4,977 679 8,370 1,631 423 23 5,904 86,391 N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A 86,391 Actual to 03/31/04 34,568 1,037 2,791 4O9 4,279 1,137 211 4 4,425 48,861 0 35O 0 0 0 0 0 0 0 0 0 0 0 0 0 16 0 0 0 200 566 0 0 49,427 FY 03/04 Proiected 63,250 1,134 4,977 679 8,370 1,631 423 23 5,904 86,391 0 0 0 0 0 0 0 0 200 200 0 0 200 3OO 0 600 200 100 0 5OO 2,300 0 0 88,691 FY 04/05 Adopted Budget 59,500 0 4,593 540 8,330 2,510 524 23 5,669 81,689 2,000 1,500 632 480 200 200 825 83 300 300 300 1,000 200 300 200 700 400 100 50 1,500 11,270 0 0 92,959 115 CITY OF HOME OF PELICAN ISLAND This Page Intentionally Left Blank 116 ENGINEERING DEPARTMENT The Engineering Department administers all the City's Capital Improvements Program for construction of ne~v infrastructure systems and maintenance of existing infrastructure. The department provides technical support to other departments and assists the public on engineering-related issues. FISCAL YEAR 2004 ACCOMPLISHMENTS · / Formulated design criteria and parameters for Stormwater Utility Capital projects. ~' Assisted in design, permitting and construction preparation for New City Hall Municipal Complex. ~' Worked with engineering design contractor and grant administrator on the design of Louisiana Avenue renovations. q' Arranged numerous traffic markings, sign installation and repairs in conjunction with Sign Shop and Police Department. q' Investigated criteria and paranaeters for dredging and seawall renovation on Collier Creek. ,/ Continued to develop and organize engineering assistant / intern program. · / Worked with engineering contractor on the Master Stormwater Management Plan and securing approval by St. John's River Water Management Dislyict. ff Monitored progress, plans and construction operations for the new St. John's River Water Management District Stormwater Passive Park. · / Re£med process for issuing permits · / Initiated a study regarding the master plan for Main Street Improvements. FISCAL YEAR 2005 GOALS AND OBJECTIVES Improve and enhance project management program for Capital Projects Continue focus and emphasis on timely response and attention to citizen complaints and inquiries. Further develop the Traffic and Street Signage program. Further develop SWU program, including provision for dealing with seawalls and canals. Further develop and enhance Engineering Intern program. Continue and enhance review process regarding site plans in conjunction with Growth Management. Continue internal organization dealing with all matters including Human Resources, permitting, liaison with contractors and agencies. Develop public education program stomawater and traffic. Continue to develop and establish various initiatives as appropriate. Assist with City grant program. PERFORMANCE MEASURES Actual Actual Projected Projected Performance Indicators 2001/2002 2002/2003 2003/2004 2004/2005 Citizen/Homeowner Inquires & Complaints: 325 120 500 500 Drainage/Easement Permits & Work Orders 276 10 150 150 Signage 2500 1647 5000 5000 Site Plan Review 10 10 100 100 Project Management of Specific Capital Projects 10 15 30 30 Program Development 6 10 18 18 Driveway & Drainage Permits & Inspections 495 524 2000 2000 Ongoing Liaison, Commanicafion & Permitting 4 4 6 6 haternal Department Matters 3 4 6 6 Pool Permits N/A N/A N/A 100 Driveway & Drainage Inspections N/A 1700 0 2000 117 CITY OF SEBASTIAN, FLORIDA 2004/2005 ANNUAL BUDGET PROGRAM BUDGET DESCRIPTION FOR ENGINEERING DEPARTMENT STAFFING NATURE OF ACTIVITY 03/04 04/05 7.50% 7.50°A Departmental - Direct planning, correspondence, citizen contact, purchasing, budgeting, payroll management and supervision, records management and maintenance. 10.00% 10.00~ Service Requests - Administration, Inspection and Work Order Preparation, Tracking. 25.00% 25.00~ Capital Proiects - Planning, Design, Specifications Consultant Coordination Bidding and Contracts Construction Management inspections. 20.00% 20.00°A Building Construction Activities - Drainage plan Reviews and Driveway Permitting, Review~ and inspections. 20.00% 20.00°A Inspection - Track Inspections, Drainage & Driveways. 5.00% 5.00°A Site Plans and Plat Reviews - Subdivision, Site Plan Keviews and Final Plat Reviews. 2.50% 2.50°A Grant Administration - Administer various grants supporting the City's capital projects. 2.50% 2.50°Z Intergovernmental Coordination - Coordinate Interlocal agreements between the County or joint proiccts and coordinate Joint Participation Agreements with State and federal agencies. 7.50% 7.50~ 8tormwater Utility - Plan, organize and implementation Master Stormwater Management Plan. 100.00% 100.00% ENGINEERING DEPARTMENT BUDGET SUMMARY l~he Fiscal Year 2004-2005 adopted budget for Engineering is $482,750. T~s compares to the 2003-04 projccte¢ :xpenditures of $486,264, a decrease of $3,514 or 0.7%. Personal Services Operating Expenses Uapital Outlay rotal Amended Projected Adopted FY 01-02 FY 02-03 FY 03-04 FY 03-04 FY 04-05 Actual Actual Budget Expenditures Budget Difference $ 290,620 $ 381,843 $ 409,841 $ 409,842 $ 441,000 $ 31,158 19,550 32,405 43,031 40,129 38,550 (1,579~ 13,025 2,642 36,289 36,293 3,200 (33,093~ $ 323,195 $ 416,890 $ 489,161 $ 486,264 $ 482,750 $ (3,514~ Fiscal Year 04-05 Adopted Budget: Major Current Level Changes fi.om Fiscal Year 2003-04 Projected Expenditures: Difference 1. Personal Services - Increase mainly due to an estimated 24% increase in health insurance premiums, a 5.5% increase for CWA employees per CWA Union Contract and exempt employees per Management Benefit Package, and an increase in deferred compensation and worker's compensation premiums which is wage driven. $ 31,158 2. Operating Expenses - Net decrease results from a reduction m repairs and maintenance of operating equipment and radios. $ ( 1,5791 3. Capital Outlay - Decrease due to replacement for Sign Shop truck (funded with Local Option Gas ]:ax funds) purchased in prior year. $ (33,0931 118 OF SEBAs IANi FLOR D 2004/200SUAL BUDGE ] PERSONAL SERVICES SCHEDULE ENGINEERING DEPARTMENT Ffr/E Projected Adopted PAY POSITION YEARS Expense Budget POSITION RANGE GRADE 02-03 03-04 04-05 FY 03-04 FY 04-05 City Engineer 57,802/104,397 84E 1.00 1.00 1.00 $ 72,700 $ 76,800 Engineering Technician 26,291/47,485 23 1.00 1.00 1.00 33,325 35,000 Construction Inspector 26,291/47,485 23 2.00 2.00 2.00 72,250 77,000 Administrative Assistant 24,071/43.474 20 1.00 1.00 1.00 31,624 33,000 ]?raffic Technician 22,661/40,929 18 1.00 1.00 1.00 31,624 33,000 Yemporary Part-Time 1.50 1.00 2.00 26,550 26,550 7.50 7.00 8.00 TOTAL SALARIES Overtime FICA Taxes Clothing Allowance Deferred Compensation Group Health Insurance Premium Dependant Health Ins Premium Employee Assistance Program Worker's Comp Insurance Total Personal Services $ 268,073 $ 281,350 2,000 2,000 20,644 21,707 400 400 21,897 23,148 38,652 47,147 10,671 13,232 161 161 47,344 51,855 $ 409,842 $ 441,000 CAPITAL OUTLAY SCHEDULE ENGINEERING DEPARTMENT Priority Number Description 1 Laser Level 2 Computer 3 Laser Printer EXPENDITURES PER FISCAL YEAR 2004-05 2005-06 2006-07 200%08 2008-09 TOTAL $ 3,200 $ $ $ $ $ 3,200 1,100 1,560 2,660 1,500 1,500 $ 3,200 $ 2,600 $ 1,560 $ $ $ 4,160 119 ENGINEERING DEPARTMENT ~'ode: 010051 Account Number Description PERSONAL SERVICES 511200 Regular Salaries 511300 Temporary Salaries 511400 Overtime 512100 FICA Taxes 512215 Clothing Allowance 512225 Deferred Compensation 512301 Group Health Insurance Premium 512305 Dependant Health Ins Premium 512309 Employee Assistance Program 512400 Worker's Comp Insurance TOTAL PERSONAL SERVICES OPERATING EXPENDITURES 533150 Engineering Services 533480 Temporary Employment Service 534000 Travel and Per Diem 534101 Telephone 534105 Cellular Telephone 534110 Interact Services 534120 Postage 534130 Express Mail 534310 Electric 534620 R & M-Vehicles 534630 R & M - Office Equipment 534640 R & M-Operating Equipment 534650 R & M-Radio 535200 Departmental Supplies 535210 Computer Supplies 535230 Small Tools and Equipment 535260 Gas and Oil 535270 Uniforms and Shoes 535410 Dues and Memberships 535420 Books and Publications 535450 Training and Education TOTAL OPERATING EXPENDITURES CAPITAL OUTLAY 606400 Vehicles and Equipment TOTAL CAPITAL OUTLAY TOTAL ENGINEERING FY 01/02 Actual 225,733 0 3,226 16,299 400 16,113 22,549 6,173 127 0 290,620 3,196 0 177 956 920 0 361 52 0 1,341 154 44 220 5,538 1,126 1,011 2,127 410 158 272 1,487 19,550 13,025 13,025 323,195 FY 02/03 Actual 255,115 0 3,995 18,104 400 30,790 26,467 9,074 138 37,760 381,843 1,035 9,222 965 876 3,684 0 357 196 983 804 149 116 48 6,211 1,040 2,238 3,048 533 391 209 300 32,405 2,642 2,642 416,890 FY 03/04 Budget 241,522 26,550 2,000 20,644 400 21,897 38,652 10,671 161 47,344 409,841 14,900 5,000 1,500 1,350 3,000 175 150 75 1,200 1,200 594 900 250 4,300 1,387 700 3,000 600 800 450 1,500 43,031 36,289 36,289 489,161 Actual to 03/31/04 111,236 13,137 1,596 9,234 400 10,261 19,043 5,336 69 35,486 205,798 100 0 865 894 1,453 89 38 0 456 644 0 81 0 2,467 558 547 1,817 27 160 308 1,292 11,796 2,003 2,003 219,597 FY03/04 Proiected 241,523 26,550 2,000 20,644 400 21,897 38,652 10,671 161 47,344 409,842 10,000 5,000 1,500 1,700 3,000 200 150 75 1,100 1,200 300 1,120 250 4,300 1,300 966 3,634 500 800 450 2,584 40,129 36,293 36,293 486,264 FY 04/05 Adopted Budget 254,800 26,550 2,000 21,707 400 23,148 47,147 13,232 161 51,855 441,000 10,000 5,000 1,500 1,600 3,500 200 100 50 1,000 1,000 300 3O0 0 4,300 1,100 700 3,600 500 8O0 500 2,500 38,550 3,200 3,200 482,750 120 CITY SEBASTIAN, FLORIDA 2004/2005 ANNUAL BUDGET] ] OF ENGINEERING DEPARTMENT STORMWATER UTILITY DIVISION The Stormwater Division is responsible for the control and maintenance of the City's stormwater drainage system consisting of 280 lane miles of swales, 50 miles of channels, 9 miles of canals and 275 catch basins and culvert structures. It is also the responsibility of the Stormwater division to enforce compliance with Federal NPDES regulations, as well as inaprovement of the stonnwater runoff water quality prior to discharge into the Sebastian River and Indian River Lagoon in accordance with the Master Stormwater Management Plan. FISCAL YEAR 2004 ACCOMPLISHMENTS Applied to St. John's River Water Management District and Florida Department of Environmental Protection for matching fund grants to implement structural stormwater projects to improve water quality. Initiated stormwater public education program consistent with NPDES requirements. Successfully acquired $5.6M in Stormwater Revenue Bonds. Successfully negotiated continuing engineering contract with two (2) stormwater engineering firms to design, permit and construct Master Stormwater Management Plan projects. Completed major swale rehabilitation in the following areas: Esterbrook, Columbus, Toledo, Seagrape, Carnation and Autumn. Continued replacement of failing road crossing pipes in conjunction the road paving projects. Completed swale rebabilitation in the Barber Street / Schumann Drive and George Street area in conjunction w/th sidewalk installation program FISCAL YEAR 2005 GOALS AND OBJECTIVES Complete the engineering design and permitting for the Master Stormwater Management Plan projects. Bid and begin construction of the Master Stormwater Management Plan projects. PERFORMANCE MEASURES Actual Actual Projected Projected Performance Indicators 2001/2002 2002/2003 2003/2004 2004/2005 Miles of swales N/A 280.0 280.0 280.0 Linear feet of swales reconstructed N/A 20,850 22,000 22,000 Miles of ditches maintained N/A 50.0 50.0 50.0 Catch basin and culverts maintained N/A 250 275 275 Linear feet Main Ditches reconstructed N/A 35,100 36,640 36,640 Road Crossing Pipes N/A 30 30 30 121 PROGRAM BUDGET DESCRIPTION FOR THE STORMWATER UTILITY DIVISION STAFFING NATURE OF A CT1VITY 03/04 04/05 60.00% 60.00~ Drainage Maintenance - Clean and spray stormwater swales, ditches and canals. Maintain miles of laree canals. Maintain 50 miles of ditches, swales and side yard ditches. 30.009 30.00~ Catch basins, Manholes and Culverts - Hand clean and mow small drainage ditches. Maintai~ 150 catch basins and large/small culverts. 2.50% 2.50~ General Administration - Preparation of budget, update service records. Maintain equipmen records. Review contracts and construction drawings on City contract work. Meet with public a~ aecessary. Coordinate employee training and education. 7.50% 7.50~ Building Dept Related Reviews: Site Plan Review, Pool Drainage Plan Review, Fence Permits Driveway Permits, and meeting with engineers, conWactors, and public as necessary. 100.00% 100.00% ENGINEERING DEPARTMENT STORMWATER DIVISION BUDGET SUMMARY The Fiscal Year 2004-2005 adopted budget for the Stormwater Utility is $1,044,205. This compares to the 2003-04 projecte< expenditures of $869,810, a increase of $174,395 or 20%. Amended Projected Adopted FY 01-02 FY 02-03 FY 03-04 FY 03-04 FY 04-05 Actual Actual Budget Expenditures Budget Difference Personal Services N/A $ 455,126 $ 555,753 $ 549,723 $ 642,795 $ 93,072 Operating Expenses N/A 219,022 366,322 315,050 317,351 2,301 Capital Outlay N/A 139,759 %000 5,037 84,059 7%022 Total N/A $ 813,907 $ 931,075 $ 869,810 $ 1,044,205 $ 174,395 Fiscal Year 04-05 Adopted Budget: Major Current Level Changes from Fiscal Year 2003-04 Projected Expenditures: Difference 1. Personal Services - Increase mainly due to an estimated 24% increase in health insurance premiums, an addition of one (1) full-time Maintenance Worker 1II, a 5.5% increase for CWA employees per the CWA Union Contract and exempt employees per Management Benefit Package, and an increase in deferred compensation and worker's compensation premiums which is wage driven. $ 93,072 2. Operating Expenses - Net increases mainly due to printing and binding for public education mandated by NPDES, and pest & weed control. $ 2,301 3. Capital Outlay - Increase due to Crew Cab Service Truck and Kaiser Skid Loader (7 year capital lease). $ 79,022 122 [CITY OF SEBASTIAN, FLORIDA 2004/2005 ANNUAL BUDGET[ PERSONAL SERVICES SCHEDULE STORMWATER UTILITY DMSION F/T/E Projected Adopted PAY POSITION YEARS Expense Budget POSITION RANGE GRADE 02-03 03-04 04-05 FY 03-04 FY 04-05 StormwaterEngineer 44,468/80,315 37E 1.00 1.00 1.00 $ 46,300 $ 49,000 Maintenance Supervisors 27,915/50,418 25 3.00 2.00 2.00 73,250 80,000 Maintenance Worker III 22,661/40,929 18 4.00 6.00 6.00 170,721 178,500 Maintenance Worker II 21,396/38,644 16 3.00 2.00 2.00 44,625 46,500 Maintenance Worker I 20,131/36,358 14 1.00 1.00 1.00 19,125 21,500 Maintenance Worker III NEW POSITION 0.00 0.00 1.00 23,500 12.00 12.00 13.00 TOTAL SALARIES $ 354,021 $ 399,000 Overtime 4,500 4,500 FICA Taxes 27,425 30,960 Clothing Allowance 1,100 1,200 Deferred Compensation 32,265 36,423 Gruup Health Insurance Premium 68,158 92,917 Dependant Health Ins Premium 8,425 8,012 Employee Assistance Program 276 300 Worker's Comp Insurance 53,553 69,483 Total Personal Services $ 549,723 $ 642,795 CAPITAL OUTLAY SCHEDULE STORMWATER UTILITY DIVISION Priority Number Description I Crew Cab Service Track 2 Kaiser Skid Loader (Funded by DST) 3 Menzie & Brush Track 4 Computer 5 Dump Truck 6 Badger Replacement 7 Dozer EXPENDITURES PER FISCAL YEAR 2004-05 2005-06 2006-07 2007-08 2008-09 TOTAL $ 24,500 $ 26,000 $ $ $ $ 50,500 59~559 59,559 59,559 59,559 59,559 297,795 45,000 45,000 45,000 45,000 180,000 1,560 1,560 120,000 120,000 225,000 225,000 110,000 110,000 $ 84,059 $ 130,559 $ 226,119 $ 329,559 $ 214,559 $ 984,855 123 STORMWATER UTILITY DIVISION Code: 010053 Account Number Description PERSONAL SERVICES 511200 Regular Salaries 511400 Overtime 512100 FICA Taxes 512215 Clothing Allowance 512225 Deferred Compensation 512301 Group Health Insurance Premium 512305 Dependant Health Ins Premium 512309 Employee Assistance Program 512400 Worker's Comp Insurance TOTAL PERSONAL SERVICES DPERATING EXPENDITURES 533150 Engineering Services 533400 Other Contractural Services Pest/Weed Control/Mowing Contract Mowing Services Travel and Per Diem Telephone Cellular Telephone Internet Services Postage Express Mail Electric Water/Sewer Trash Pickup/Hauling, Etc. Rents and Leases Equipment Leases R & M-Vehicles R & M - Office Equipment R & M-Operating Equipment R & M-Radio Departmental Supplies Computer Supplies Small Tools and Equipment Gas and Oil Uniforms and Shoes Safety Equipment Road Materials & Supplies Sod Cement Culvert Pipe Dues and Memberships Books and Publications Training and Education TOTAL OPERATING EXPENDITURES CAPITAL OUTLAY 506400 Vehicles and Equipment TOTAL CAPITAL OUTLAY TOTAL STORMWATER UTILITY DIVISION 533420 533425 534000 534101 534105 534110 534120 534130 534310 534320 534380 534400 534420 534620 534630 534640 534650 535200 535210 535230 535260 535270 535275 535310 535320 535350 535355 535410 535420 535450 FY 02/03 Actual 311,129 5,337 23,523 1,129 27,417 40,354 8,582 255 37,400 455,126 2,053 1,625 27,005 43,740 1,718 162 1,271 0 0 111 1,435 481 1,980 990 2,606 2,369 149 24,291 359 3,053 338 1,553 19,052 3,382 549 3,598 36,822 12,456 20,163 123 206 5,382 219,022 139,759 139,759 813,907 124 FY 03/04 Budget 354,021 4,500 27,425 1,100 32,265 68,158 8,425 276 59,583 555,753 0 24,900 100,700 102,160 1,000 225 1,500 25 5O 250 1,200 600 3,500 990 2,000 2,500 0 20,000 2,000 3,000 300 2,500 17,000 4,005 1,500 5,000 25,000 15,000 15,000 300 200 13,917 366,322 9,000 9,000 931,075 Actual to 03/31/04 159,056 2,541 12,234 1,000 14,029 30,429 3,394 132 44,660 267,475 0 22,512 14,250 36,443 40 146 674 13 0 0 690 121 2,066 533 1,137 1,961 0 14,024 244 2,459 187 1,687 10,430 1,312 604 4,015 20,666 11,096 10,352 110 0 3,445 161,217 0 0 428,692 FY 03/04 Proiected 354,021 4,500 27,425 1,100 32,265 68,158 8,425 276 53,553 549,723 0 24,900 50,000 102,160 1,000 225 1,350 25 50 100 1,400 250 4,000 990 2,000 3,000 0 25,000 500 3,500 400 2,500 21,000 3,000 1,200 5,000 25,000 15,000 15,000 300 200 6,000 315,050 5,037 5,037 869,810 FY 04/05 Adopted Budget 399,000 4,500 30,960 1,200 36,423 92,917 8,012 300 69,483 642,795 0 0 100,700 79,000 1,261 225 1,350 25 5O 25O 1,400 250 4,000 990 2,000 3,000 250 25,000 500 3,500 400 2,500 21,000 3,000 1,200 5,000 25,000 17,000 15,000 300 20O 3,000 317,351 84,059 84,059 1,044,205 PUBLIC WORKS DEPARTMENT ROADS AND MAINTENANCE DIVISION The Roads and Maintenance Division is responsible for the repair and maintenance of the public streets and right-of- ways, all City-owned facilities and the administration of several contracts related to maintaining these facihties, and public infrastructures such as, docks, piers, boat ramps, and sidewalks, as well as, provide heavy construction support to other departments as needed. FISCAL YEAR 2004 ACCOMPLISHMENTS · " Established regular maintenance program for city buildings (on-going). ~' Established regular maintenance program for city structures, docks, piers and ramps (on-going). · " Improved street maintenance program for potholes, edging, sweeping, vacuuming, curbing and sidewalks (on- going). · / Assisted other departments as needed. ~/ Continued in-house training program. FISCAL YEAR 2005 GOALS AND OBJECTIVES Above accomplishments are on-going and will carry over to this year. PERFORMANCE MEASURES Actual Actual Projected Projected Performance Indicators 2001/2002 2002/2003 2003/2004 2004/2005 Mile s of Paved Roads 151.0 156.0 156.0 156.0 Parking Lots Maintained 9 14 14 16 Miles of Swales 280 N/A N/A N/A Linear Feet of Swales Reconstructed 10,000 N/A N/A N/A Miles of Ditches Maintained 50 N/A N/A N/A Catch Basins and Culverts Maintained 248 N/A N/A N/A Miles of Sidewalks Maintained N/A 20 22 22 125 PROGRAM BUDGET DESCRIPTION FOR THE ROADS AND MAINTENANCE DIVISION STAFFING NATURE OF ACTIVITY 03/04 04/05 30.00% 30.00°A Streets and Alle'ovays - Maintain 150 miles of paved streets. Maintain sixteen (16) muiffcipall3 owned parking areas. Perform repairs to streets and roadways that are damaged due tc deterioration. 50.00% 50.00% General Maintenance - Buildings, docks, piers, sidewalks, etc. 10.00% 10.00°A General Administration - Preparation of budget, update service records. Maintain equipmen records. Review contracts and construction drawings on City Contract work. Meet with public a~ necessary. Coordinate employee training and education. 10.00% 10.00°A Assisting other City Departments - Lift heavy material with cranes, repair roadways ant sidewalks following storm damage, transport heavy equipment and supplies to work-sites ant grade parlcs and balllields. 100.00% 100.00% ROADS AND MAINTENANCE DIVISION BUDGET SUMMARY l'he Fiscal Year 2004-2005 adopted budget for the Roads and Maintenance Division is $1,026,990. Tiffs compares to the 2003-04 projected expenditures of $902,112, an increase of $124,778 or 13.8%. Amended Projected Adopted FY 01-02 FY 02-03 FY 03-04 FY 03-04 FY 04-05 Actual Actual Budget Expenditures Budget Difference Personal Services $ 979,881 $ 681,597 $ 756,364 $ 756,364 $ 828,103 $ 71,739 Operating Expenses 222,992 145,990 140,479 129,248 166,387 37,139 Capital Outlay 83,246 26,101 16,500 16,500 32,500 16,000 total $ 1,286,119 $ 853,688 $ 913,343 $ 902,112 $ 1,026,990 $ 124,878 Fiscal Year 04-05 Adopted Budget: Major Current Level Changes fi.om Fiscal Year 2003/04 Projected Expenditures Difference 1. Personal Services - Increase main/y due to an estimated 24% increase in health insurance premiums, a 5.5% annual increase for CWA employees per CWA Union Contract and exempt en~loyees per Management Benefit Package, and an increase in deferred compensation and worker's compensation ~vhich are wage driven. $ 71,739 2. Operating Expenses - Increase mainly due to increase Iff electricity charges due to the new City Hall Complex as well as increase in gas and oil prices. $ 37,139 3. Capital Outlay - Increase mainly due to the addition of a generator, trailer and maifftenance work boat ~ended by discretioratry sales tax. $ 16,000 126 PERSONAL SERVICES SCHEDULE ROADS AND MAINTENANCE DIVISION PAY POSITION RANGE Public Works Director 57,802/104,397 Public Works Superintendent 39,732/71,760 Administrative Supervisor Maintenance Supervisors Maintenance Worker III Maintenance Worker II Maintenance Worker I Administrative Aide Clerical Assistant II (P/T) 27,915/50,418 27,915/50,418 22,661/40,929 21,396/38,644 20,131/36,358 20,772/37,516 20,704/37,393 GRADE F/T/E Projected Adopted PosmoN YEARS Expense Budget 02-03 03-04 04-05 FY 03-04 FY 04-05 84E 1.00 1.00 1.00 $ 71,800 $ 77,700 35E 1.00 1.00 1.00 51,525 56,700 25 1.00 1.00 1.00 38,625 41,300 25 2.00 2.00 2.00 63,249 67,000 18 2.00 2.00 2.00 56,624 60,000 16 2.00 3.00 3.00 80,348 83,500 14 5.00 4.00 4.00 101,874 107,500 16 1.00 0.00 0.00 - 15 0.50 0.50 0.50 14,062 14,500 15.50 14.50 14.50 TOTAL SALARIES $ 478,107 $ 508,200 Overtime 4,000 6,000 FICA Taxes 36,858 39,420 Clothing Allowance 1,000 1,100 Deferred Compensation 42,102 45,072 Group Health Insurance Premium 89,269 109,179 Dependant Health Ins Premium 30,899 38,314 Employee Assistance Program 323 323 Worker's Comp Insurance 73,806 80,495 Total Personal Services $ 756,364 $ 828,103 CAPITAL OUTLAY SCHEDULE ROADS AND MAINTENANCE DMSION Priority Number Description I Generator 2 Trailer 3 Maintenance / Work Boat (Funded by DST) 4 Brush Truck (Funded by DST) 5 Replacement Truck EXPENDITURES PER FISCAL YEAR 2004-05 2005-06 2006-07 2007-08 2008-09 TOTAL $ 16,000 $ $ $ $ $ 16,000 4,500 4,500 12,000 12,000 90,000 90,000 22,000 22,000 $ 32,500$ 112,000 $ $ $ $ 144,500 127 [CITY OF SEBASTIAN, FLORIDA 2004/2005 ANNUAL BUDGET[ ROADS AND MAINTENANCE DIVISION Code: 010052 Number Description PERSONAL SERVICES 511200 Regular Salaries 511400 Overtime 512100 FICA Taxes 512215 Clothing Allowance 512225 Dcferced Compensation 51230 l Group Health Insurance Premium 512305 Dependant Health Ins Premium 512309 Employee Assistance Program 512400 Worker's Comp Insurance TOTAL PERSONAL SERVICES OPERATING EXPENDITURES 533400 Other Contractual Services 533410 Environmental Services 533415 Janitorial Services 533420 Pest/Weed Control/Mowing 534000 Travel and Per Diem 534101 Telephone 534105 Cellular Telephone 534110 Internet Services 534120 Postage 534310 Electric 534320 Water/Sewer 534380 Trash Pickup/Hauling, Etc. 534400 Rents and Leases 534410 Pagers 534420 Equipment Leases 534610 R & M - Buildings 534620 R & M-Vehicles 534630 R & M-Office Equipment 534640 R & M-OperaFarg Equipment 534650 R & M-Radio 534830 Special Event 535200 Departmental Supplies 535210 Computer Supplies 535220 Cleaning Supplies 535230 Small Tools and Equipment 535250 Building Supplies 535260 Gas and Oil 535270 Uniforms and Shoes 535275 Safety Equipment 535310 Road Materials & Supplies 535350 Cement 535410 Dues and Memberships 535420 Books and Publications 535450 Training and Education TOTAL OPERATING EXPENDITURES CAPITAL OUTLAY 506400 Vehicles and Equipment TOTAL CAPITAL OUTLAY TOTAL ROADS & DRAINAGE DIVISION FY 01/02 Actual 699,446 24,353 52,960 2,000 63,561 106,972 29,952 637 0 979,881 5,238 368 409 25,172 3,195 1,239 1,343 0 96 5,970 5,293 1,121 14,154 2,104 0 10,974 2,793 3,745 39,644 1,098 0 15,748 0 6,820 10,589 2,401 24,143 7,040 1,355 12,521 15,081 276 175 2,887 222,992 83,246 83,246 1,286,119 FY 02/03 Actual 454,745 30,672 35,209 700 42,522 64,767 21,050 361 31,571 681,597 1,687 35O 0 1,295 5,211 449 3,166 0 48 7,940 1,346 10,191 990 0 597 27,712 3,151 5 15,115 1,329 0 12,610 0 8,265 8,594 2,212 13,699 3,912 607 6,474 5,986 536 193 2,320 145,990 26,101 26,101 853,688 FY03/04 Budget 478,107 4,000 36,858 1,000 42,102 89,269 30,899 323 73,806 756,364 32,500 300 450 1,152 3,250 1,625 3,938 100 100 10,520 1,924 2,500 990 0 1,500 7,000 2,850 591 12,570 1,300 0 6,998 591 7,500 7,250 1,200 11,500 4,950 1,000 5,000 5,000 330 250 3,750 140,479 16,500 16,500 913,343 Actual to 03/31/04 224,362 3,377 16,133 1,000 19,726 43,982 15,272 173 55,318 379,343 100 0 96 508 1,873 1,037 1,644 51 11 743 12l 946 705 0 0 6,667 921 0 8,106 1,179 0 3,525 174 3,670 1,623 239 7,834 1,509 497 1,627 3,583 330 30 960 50,309 0 0 429,652 FY 03/04 Proiected 478,107 4,000 36,858 1,000 42,102 89,269 30,899 323 73,806 756,364 25,000 100 200 1,150 4,000 2,000 3,938 100 50 2,000 50O 2,500 990 0 600 10,000 2,000 200 12,570 1,500 0 7,000 300 7,500 7,250 1,000 15,670 4,950 1,000 4,000 7,000 330 100 3,750 129,248 16,500 16,500 902,112 FY 04/05 Adopted Budget 508,200 6,000 39,420 1,100 45,072 109,179 38,314 323 80,495 828,103 0 100 62,000 1,500 3,324 2,000 3,938 100 50 10,520 1,000 2,500 800 0 600 8,000 2,000 300 12,570 1,000 1,000 7,000 300 7,500 5,000 1,000 15,000 4,000 1,000 3,500 7,000 330 100 1,355 166,387 32,500 32,500 1,026,990 128 IC T¥ SEBXST N, FI omDA 2004/2005 A NtJ L B GEwl PUBLIC WORKS DEPARTMENT CENTRAL GARAGE DIVISION With a staff of three (3) employees the Central Garage Division develops, manages and provides vehicle and equipment maintenance services for all City-owned vehicles and equipment, with the exception of the Golf Course. This includes 97 vehicles, 45 units of major equipment and 98 units of smaller equipment and tools. FISCAL YEAR 2004 ACCOMPLISHMENTS Prepared a plan for disaster preparedness of garage vehicles and equipment. Increase in level of service by repairing the police department vehicle light bars and other electrical repairs in house. This type of service was outsourced at $80. per hour compared to the City Garage's rate of $25. per hour. Successfully accomplished Continued Employee Education and Training Program. Staff was trained on hydraulics, engine scanner equipment and brakes. Improved the garage's operating efficiency and effectiveness by acquiring transmission fluid exchanger and hydraulic hose crimper equipment. Established a list of City emergency vehicles and equipment that are essential for each department to operate in the event of emergency. Continued to maintain unleaded and diesel fuel facilities in accordance with E.P.A. requirements and assuring fuel is always available to meet the City's fleet needs. FISCAL YEAR 2005 GOALS AND OBJECTIVES Follow up on development and preparedness of Emergency Disaster Plan. To assess condition of garage emergency equipment, and plan to install Police Departments generator at the City compound. Continue the implementation of the Shop Equipment Modemization Program to increase the level of quality and service. Continue employee education and training, and develop and A.S.E. Certification program. To maintain fueling facilities and assure E.P.A. compliance. Continue to develop, increase and maintain good fleet management to assure the City stays fully operational. PERFORMANCE MEASURES Actual Actual Projected Projected Performance Indicators 2001/2002 2002/2003 2003/2004 2004/2005 Number of Vehicles Maintained 74 86 97 100 Number of Heavy Equipment Maintained 44 43 45 47 Number of Light Equipment Maintained 83 95 98 102 Preventive Maintenance Services 275 292 275 300 Road Service Calls 340 355 350 250 Conrpleted Service Requests 1265 1233 1275 1100 129 I i YOFS B STiANiFL° DA °°4i2005 NUAL BUDGETil PROGRAM BUDGET FOR 3~IE CENTRAL GARAGE DIVISION STAFFING NATURE OF ACTIVITY 03-04 04-05 5.00°A 10.00~ Administration of City Fleet Management Program - Supervise and direct 3 employees i~ the implementation of a Fleet Management Program for over 200 pieces of equipment Develop and direct the maintenance ora 2~800 sq. ft. maintenance facility. 50.00G 45.00~ Vehicle Maintenance - Schedule and perform vehicle preventive maintenance, mechanical ant body repair services on all city-owned vehicles and equipment, except Golf Course equipment. 10.00% 10.00~ Order and Parts Processing - Order, receive and stock vehicle repair parts and material Schedule vehicle sublet revairs. 5.00% 5.00~ Employee Training - Train 3 ~mployees in new corrective repair procedures, waste disposal and Department of Labor Safety Requirements and Standards. 10.00G 10.00~ Vehicle Data Processing - Data processing of work erders, issue slips, purchase orders ant ~arts. Maintain computerized parts and tools inventory. 5.00V 5.00~ General Administrative - Preparation of Budget, maintenance of vehicle records and trainin records. 5.00V 5.00°A Administration of City Fuel Facility Management Program - Supervise and maintaix unleaded gasoline and diesel fuel storage and dispensing facilities. Implement, monitor ant maintain Fuel Management System. 5.00°A 5.00% Planning and implementation of Fleet Maintenance Programs - Plan, develop ant nnplemant programs to modernize facilities, equipment and tools. 5.00~ 5.00% General Administrative Program - Implementation of Guidelines for the acquisition ant replacement of Fleet Assets. 100.00% 100.00% CENTRAL GARAGE DIVISION BUDGET SUMMARY Yhe Fiscal Year 2004-2005 adopted budget for Cen~al Garage is $192,488. Th~s compares to the 2003-04 projectec expenditures of $158,144, an increase of $34,344 or 21.7%. Amended Projected Adopted FY 01-02 FY 02-03 FY 03-04 FY 03-04 FY 04-05 Actual Actual Budget Expenditures Budget Difference Personal Services $ 113,585 $ 130,574 $ 138,283 $ 138,283 $ 163,444 $ 25,161 Operating Expenses 17,845 20,676 20,952 18,496 19,904 1,408 Capital Outlay 11,013 10,600 2,700 1,365 9,140 7,775 total $ 142,443 $ 161,850 $ 161,935 $ 158,144 $ 192,488 $ 34,344 Fiscal Year 04-05 Adopted Budget: Major Current Level Changes from Fiscal Year 2003-04 Projected Expenditures Difference L Personal Services - Increase mainly due to an estimated 24% increase in health insurance premiums, a 5.5% annual increase for CWA employees per CWA Union Contract, and an increase in deferred compensation and worker's compensation premium, which are wage driven. $ 25,161 2. Operating Expenses - Net increase mainly due to employee certification for the coming fiscal year. $ 1,408 3. Capital Outlay - Increase mainly due to the request for AC Service Equipment. $ 7,775 130 ICITY OF SEBASTIAN, FLORIDA 2004/2005 ANNUAL BUDGET PERSONAL SERVICES SCHEDULE CENTRAL GARAGE DIVISION PAY POSITION RANGE GRADE Garage Supervisor 27,915/50,418 25 Head Mechanic 24,071/43,474 20 Mechanic 21,396/38,644 16 F/T/E Projected Adopted POSITION YEARS Expense Budget 02-03 03-04 04-05 FY 03-04 FY 04-05 1.00 1.00 1.00 $ 37,124 $ 41,700 1.00 1.00 1.00 27,125 28,800 1.00 1.00 1.00 30,625 34,000 3.00 3.00 3.00 TOTAL SALARIES $ 94,874 $ 104,500 Overtime FICA Taxes Clothing Allowance Deferred Compensation Group Health Insurance Premium Dependant Health Ins Premium Employee Assistance Program Worker's Comp Insurance Total Personal Services 1,200 1,200 7,344 8,109 300 300 8,640 9,540 15,357 23,369 3,245 5,051 69 69 7,254 11,306 $ 138,283 $ 163,444 CAPITAL OUTLAY SCHEDULE CENTRAL GARAGE Priority Number Description 1 AC Service Equipment 2 Engine Scanner Upgrade 3 8HP Air Compressor 4 Car Lift 5 Truck Lift 6 Wheel Balancer 7 Brake Drum & Rotor Lathe 8 Transmission Jack 9 Modis Engine Analyzer 10 Band Saw $ 2004-05 $ 6,5OO 1,000 1,640 EXPENDITURES PER FISCAL YEAR 2005-06 2006-07 2007-08 .2008-09 $ - $ $ $ 1,100 1,200 1,300 1,400 10,000 20,000 4,500 5,000 1,500 8,000 800 TOTAL 6,500 6,OOO 1,640 10,000 20,000 4,500 5,000 1,500 8,000 800 9,140 $ 37,900 $ 14,200 $ 1,300 $ 1,400 $ 63,940 131 CENTRAL GARAGE DIVISION Code: 010054 Account Number Description PERSONAL SERVICES 511200 Regular Salaries 511400 Overtime 512100 FICA Taxes 512215 Clothing Allowance 512225 Deferred Compensation 512301 Group Health Insurance Premium 512305 Dependant Health Ins Premium 512309 Employee Assistance Program 512400 Worker's Comp Insurance TOTAL PERSONAL SERVICES 533400 533410 534000 53410l 534105 534110 534310 534320 534380 534610 534620 564330 534640 534650 535200 535210 535220 535230 535250 535260 535270 535410 535420 535450 OPERATING EXPENDITURES Other Contractual Services Environmental Services Travel and Per Diem Telephone Cellular Telephone Internet Access Electric Water/Sewer Trash Pickup/Hauling, Etc. R & M - Buildings R & M-Vehicles R & M - Office Equipment R & M-Operating Equipment R & M-Radio Departmental Supplies Computer Supplies Cleaning Supplies Small Tools and Equipment Building Supplies Gas and Oil Uniforms and Shoes Membership & Professional Dues Books and Publications Training and Education TOTAL OPERATING EXPENDITURES CAPITAL OUTLAY 606400 Vehicles and Equipment TOTAL CAPITAL OUTLAY TOTAL CENTRAL GARAGE DIVISION FY 01/02 Actual 82,436 1,239 6,187 300 7,554 12,574 3,226 69 0 113,585 0 115 0 1,402 0 20 1,761 410 0 14 109 0 654 0 5,241 1,365 0 3,815 198 1,236 1,033 0 297 175 17,845 11,013 11,013 142,443 FY02/03 Actual 90,922 1,793 6,889 300 8,344 13,215 2,822 69 6,221 130,574 249 145 655 366 373 0 2,618 282 0 726 833 250 893 0 5,067 484 0 3,221 272 1,397 1,298 93 254 1,200 20,676 10,600 10,600 161,850 FY O3/04 Budget 94,874 1,200 7,344 300 8,640 15,357 3,245 69 7,254 138,283 500 2OO 45O 625 1,400 50 2,500 450 0 2OO 40O 497 1,500 0 6,080 200 0 2,100 100 1,400 1,200 0 0 1,100 20,952 2,700 2,700 161,935 Actual to 03/31/04 46,009 0 3,381 30O 4,108 9,477 2,037 35 5,437 70,784 0 45 0 376 667 26 1,422 97 0 0 149 198 462 0 2,422 59 0 669 0 574 569 0 0 96 7,831 1,365 1,365 79,980 FY03/04 Proiected 94,874 1,200 7,344 300 8,640 15,357 3,245 69 7,254 138,283 500 90 450 733 1,248 50 2,725 300 0 100 400 200 1,500 0 5,000 100 0 1,500 100 1,400 1,200 0 0 900 18,496 1,365 1,365 158,144 FY 04/05 Adopted Budget 104,500 1,200 8,109 300 9,540 23,369 5,051 69 11,306 163,444 250 150 88O 790 1,165 5O 3,100 35O 0 100 400 200 1,500 0 5,000 100 0 1,524 100 1,400 1,200 0 100 1,545 19,904 9,140 9,140 192,488 132 li iTY OF SEBASTIAN, FL'bRIDA 2°O / °5'ANNUAL UI>G :TI PUBLIC WORKS DEPARTMENT PARKS AND RECREATION DIVISION The Parks and Recreation Division is responsible for all maintenance and upkeep of the City parks and landscape areas of City properties. Responsibilities include trash removal at fourteen (14) parks, two (2) boat ramps and four (4) piers, landscaping and turf grass maintenance, planting and removal of trees, shrubs, and turf and annuals. Provides irrigation maintenance on all city properties, daily maintenance of eight (8) baseball/softball fields, four (4) football/soccer fields, ten (10) tennis courts and median on US 1 and Schumann Drive. Also provides recreation programs at the Community Center, Skate Facility, along with Easter Egg Hunt and Halloween parade. FISCAL YEAR 2004 ACCOMPLISHMENTS Improved landscaping at city parks. Installed new benches, picnic tables and trash receptacle in city parks. Developed Filbert St. and George St. parks. Added recreation program at the Community Center and put on Easter Egg Hunt and Halloween parade. Eradicated pepper trees on city properties. Continued quality maintenance and beautification in all parks. FISCAL YEAR 2005 GOALS AND OBJECTIVES Continue quality maintenance and beautification of existing parks. Develop new parks. Improve landscaping in parks and city properties. Continue pepper tree eradication on city properties. Continue to provide recreation programs and improve Easter Egg Hunt and Halloween Parade. PERFORMANCE MEASURES Actual Actual Projected Projected Performance Indicators 2001/2002 2002/2003 2003/2004 2004/2005 Right-of-way Mowing 150 Miles 150 Miles N/A N/A Large Park Areas 46 Acres 46 Acres 69 Acres 89 Acres Sports Complex 14 Acres 14 Acres 14 Acres 14 Acres City Grounds 7 Acres 7 Acres 7 Acres 7 Acres Medians and Walkways 4 miles 4 miles 5 miles 5 miles Ditch Mowing 50 miles 50 miles N/A N/A 133 ]CITY OF SEBASTIAN, FLORIDA 2004/2005 ANNUAL BUDGET[ PROGRAM BUDGET DESCRIPTION FOR THE PARKS AND RECREATION DIVISION STAFFING NATURE OF ACTIVITY 03-04 04-05 65.00°/. 70.00% Parks - Mow, weed, and edge 50 acres of park land and 9 park locations. Remove trash at all ,arks to maintain maximum cleanliness. Fertilization and chemical control of weeds and insects. 5.00°/, 5.00°/, Active Recreation - Provide fitness gymnastic, yoga and tee kwon do programs at the Communit Center. 5.00~ 2.50%' Playgrounds - Repair and maintain equipment at 3 playground areas. 15.00%1 16.00% Ballfields - Fertilization and Pest Control, drag, rake, mow, remove trash, and maintain facilitie! at 8 organized-play fields to maintain a safe area of play. 5.00% 5.00% Landscanin~ - Trimming, removal, and replacement of ~rees, plants and sod on all Cit3 properties. 5.00%! 1.50% ;tructural Repairs and Irrigation - Maintain, repair and/or replace buildings, stmctnres ant irri~,ation systems. 100.00~ 100.00% PARKS AND RECREATION DIVISION BUDGET SUMMARY The Fiscal Year 2004-2005 adopted budget for Parks & Recreation is $936,369. This compares to the 2003-04 projected expenditures of $756,793, a increase of S179,576 or 23.7%. Amended Projected Adopted FY 01-02 FY 02-03 FY 03-04 FY 03-04 FY 04-05 Actual Actual Budget Expenditures Budget Difference Personal Services $ 436,002 $ 481,921 $ 607,027 $ 607,027 $ 731,756 $ 124,729 Operating Expenses 144,479 147,914 114,693 123,330 124,963 1,633 Capital Outlay 33,025 42,344 26,436 26,436 79,650 53,214 Total $ 613,506 $ 672,179 $ 748,156 $ 756,793 $ 936,369 $ 179,576 Fiscal Year 04-05 Adopted Budget: Major Current Level Changes from Fiscal Year 2003-04 Projected Expenditures Difference 1. Personal Services - Increase mainly due to an estimated 24% increase in health insurance premiums, an addition of two (2) full-time Maintenance Worker I positions, a 5.5% annual increase for CWA employees per CWA Union Contract and exempt employees per Management Benefit Package, and an increase in deferred compensation and worker's compensation premiums which are wage driven. $ 124,729 2. Operating Expenses - Net increase results from new budget line items for special events which include Easter celebration and Halloween Parade as well as increase in park facilities and ground maintenance costs. $ 1,633 3. Capital Outlay - Increase due to mowers for additional parks as well as capital repairs for various parks.. $ 53,214 134 PERSONAL SERVICES SCHEDULE PARKS AND RECREATION DIVISION F/T/E PAY POSITION YEARS POSITION RANGE GRADE 02-03 03-04 04-05 Parks Superintendent 39,732/71,760 35E 1.00 1.00 1.00 Parks Supervisor 27,915/50,418 25 1.00 1.00 1.00 Foreman 25,274/45,648 20 2.00 2.00 2.00 Maintenance Worker II 21,396/38,644 16 4.00 4.00 3.00 Maintenance Worker I 20,131/36,358 14 3.00 4.00 5.00 Recreation Supervisor 19,557/35,322 13 1.00 1.00 1.00 kate Park Attendants~° 3.00 3.00 3.00 ecreation Aids°> 1.50 1.50 1.50 Maintenance Worker I NEW POSITION 0.00 0.00 2.00 Projected Proposed Expense Budget FY 03-04 04-05 $ 43,325 $ 45,600 34,325 36,100 58,250 60,800 79,248 84,000 104,523 112,000 26,725 28,500 27,000 26,000 11,500 11,000 N/A 40,500 16.50 17.50 19.50 TOTAL SALARIES $ 384,896 $ 444,500 Overtime 6,000 6,000 FICA Taxes 29,904 34,563 Clothing Allowance 1,000 1,300 Deferred Compensatinn 31,716 37,332 Group Health Insurance Premium 78,520 112,380 Dependant Health Ins Premium 16,859 25,616 Employee Assistance Program 300 346 Worker's Comp Insurance 57,832 69,719 TotalPersonalServices $ 607,027 $ 731,756 (1) Position years represents full time equivalent positions. For Recreation Aides, 1.50 equals three temporary parMime positions, or 1.50 full time equivalent positions. For Skate Park Attendants, 3.00 equals six temporar], part-time positions. CAPITAL OUTLAY SCHEDULE PARKS AND RECREATION DMSION Priority Number Description 1 Pickup Truck (Funded by DST) 2 Mowers fi~r new parks (Funded by DST) 3 Athletic Mower (Funded by DST) 4 Backstops (4) 5 Skate Park Repair 6 Fencing Repair 7 New Bleachers RVP 8 Computer 9 lnfield Drag Machine 10 Azine Ter. Park Development 11 Bleachers BSSC $ EXPENDITURES PER FISCAL YEAR 2004-05 2005-06 2006-07 2007-08 2008-09 TOTAL $ 13,000 $ - $ 30,000 $ - $ $ 43,000 7,000 18,000 40,000 65,000 25,000 25,000 18,000 8,000 7,500 1,150 16,000 10,000 15,000 12,500 79,650 $ 71,500 $ 70,000 $ $ 16,000 18,000 8,000 7,500 1,150 10,000 15,000 12,500 $ 221,150 135 [CITY OF SEBASTIAN, FLORIDA 2004/2005 ANNUAL BUDGET[ PARKS AND RECREATION DIVISION Code: 010057 Account Number Description PERSONAL SERVICES 511200 Regular Salaries 511300 Temporary Salaries 511400 Overtime 512100 FICA Taxes 512215 Clothing Allowance 512225 Deferred Compensation ;12301 Group Health Insurance Premium ;12305 Dependant Health Ins Premium ;12309 Employee Assistance Program 512400 Worker's Comp Insurance rOTAL PERSONAL SERVICES OPERATING EXPENDITURES 533400 Other Contractual Services 533425 Contract Mowing Services 533430 Port-O-Let Services 534000 Travel and Per Diem 534101 Telephone 534105 Cellular Telephone 534110 Internet Services 534120 Postage 534130 Express Mail Charges 534310 Electric 534320 Water/Sewer 534380 Trash Pickup/Hauling, Etc. 534420 Equipment Leases 534620 R & M-Vehicles 534630 R & M-Office Equipment 534640 R & M-Operating Equipment 534650 R & M-Radio 534680 R & M - Irrigation Systems 534681 R & M - Fencing 534685 R & M - Grounds Maintenance 534686 R & M - Parks Facilities 534700 Pr'mting and Binding 534830 Special Event Expense 535200 Departmental Supplies 535220 Cleaning Supplies 535221 Fertilizer/Chemical Supplies 535230 Small Tools and Equipment 535260 Gas and Oil 535270 Uniforms and Shoes 535275 Safety Equipment 535410 Dues and Memberships 535420 Books and Publications 535450 Training and Education TOTAL OPERATING EXPENDITURES CAPITAL OUTLAY 606400 Vehicles and Equipment TOTAL CAPITAL OUTLAY TOTAL PARKS AND RECREATION DIVISION FY 01/02 Actual 318,567 0 7,423 23,718 1,000 26,076 45,597 13,369 252 0 436,002 586 32,854 301 527 2,176 720 0 0 0 28,590 1,955 3,291 531 1,947 0 19,815 649 3,718 1,611 10,174 9,186 0 0 772 162 7,908 1,686 11,616 2,970 0 388 177 169 144,479 33,025 33,025 613,506 FY 02/03 Actual 328,938 0 10,337 25,177 1,175 25,814 47,661 8,898 267 33,654 481,921 6,597 3,075 0 1,245 6,852 1,904 0 9O 19 32,078 1,849 2,867 199 2,351 0 11,609 451 2,642 29 18,251 9,516 676 0 4,470 478 8,906 14,639 10,701 4,349 551 403 140 977 147,914 42,344 42,344 672,179 FY 03/04 Budget 384,896 0 6,000 29,904 1,000 31,716 78,520 16,859 300 57,832 607,027 3,000 2,183 0 1,000 4,200 1,380 75 0 0 34,866 2,520 1,000 300 2,000 131 10,000 500 2,500 800 8,470 10,198 4O0 0 3,000 800 6,700 2,000 9,000 6,100 700 370 0 500 114,693 26,436 26,436 748,156 Actual to 03/31/04 175,098 0 3,736 13,082 1,000 14,216 36,718 8,630 144 43,347 295,971 1,401 1,i77 0 1,030 2,476 849 38 66 0 20,324 1,076 983 260 1,439 0 6,463 94 54O 15 7,763 8,264 31 0 2,305 0 4,529 1,932 4,666 3,263 0 260 27 693 71,964 1,836 1,836 369,771 FY03/04 Proiected 384,896 0 6,000 29,904 1,000 31,716 78,520 16,859 300 57,832 607,027 3,000 3,000 0 1,500 4,952 2,760 75 0 0 34,866 2,152 1,966 520 2,878 0 12,926 400 1,080 400 9,000 11,000 200 0 3,000 400 6,700 3,000 9,332 6,526 500 370 27 800 123,330 26,436 26,436 756,793 FY04/05 Adopted Budget 407,500 37,000 6,000 34,563 1,300 37,332 112,380 25,616 346 69,719 731,756 3,000 0 0 1,318 5,000 2,800 75 0 0 40,000 3,000 2,000 500 2,000 0 10,000 400 1,500 0 9,000 11,000 200 2,000 1,000 400 8,000 3,000 10,000 7,000 5O0 370 0 90O 124,963 79,650 79,650 936,369 136 lC!WY OF sEB STIANi FLoRIDA' 0°4/2005 B DG q PUBLIC WORKS DEPARTMENT CEMETERY DIVISION The Cemetery Division is responsible for the maintenance, upkeep, and beautification of the Sebastian Cemetery that encompasses 9.34 acres of grass, trees, and hedges that are under a perpetual care clause purchased along with burial spaces by Sebastian residents. The staff is responsible for the location of burial sites for sales, internment, assistance in locating burial spaces of family members, friends, and staff from funeral homes and monument companies. Responsibilities also include record administration and adhering to ordinances, rules and regulations. FISCAL YEAR 2004 ACCOMPLISHMENTS In the process of updating and compiling Cemetery information to software for records (on-going) Maintained and cared for the Cemetery (on-going). Completed purchase of new truck. FISCAL YEAR 2005 GOALS AND OBJECTIVES Continue to maintain and care for the Cemetery to meet the needs for the Sebastian residents. Continue updating Cemetery information system. PERFORMANCE MEASURES Actual Actual Projected Projected Performance Indicators 2001/2002 2002/2003 2003/2004 2004/2005 Cremains, including niches 22 29 35 30 Burials 52 43 39 44 Operating cost per burial $169 $264 $353 $322 Acres of property maintained 9.34 9.34 9.34 9.34 Operating cots per acre maintained $5,645 $7,301 $8,854 $9,087 PROGRAM BUDGET DESCRIPTION FOR THE CEMETERY DIVISION STAFFING N,4 TURE OF .4 CT1V1TY 03/04 04/05 60.00% 60.00% Cemetery Ground Maintenance - Maintain 9.34 acres of grom~ds through improved schedulin ~f mowing, trimming, and general cleanup. Assist with sales and locations of burial spaces ant assist citizens and visitors in locating burial spaces of family members and friends. Removal ant Wimming of unsightly trees to enhance appearance and increase safety. Continue to appl3 :hemicals and fertilizer to improve the overall appearance of the Cemetery. Perforrt beautification proiects such as planting trees and bushes to enhance appearance. 10.00% 10.00% Public Relations - Assist with sales and locations of burial spaces and assist citizens and visiton in locating burial spaces of family members and friends. 20.00% 20.00% Administration - Assist in record keeping~ bills processing~ sales and products. 10.00% 10.00% Burials - Markings for gravediggers, policing area for ants~ checking flowers and parking cars. 100.00% 100.00% 137 ICiTY OF SEBASTIAN, FLORIDA 2004/2005 ANNUAL BUDGET[ CEMETERY DIVISION BUDGET SUMMARY The Fiscal Year 2004-2005 adopted budget for the Cemetery is $143,390, This compares to the 2003-04 projectec expenditures of $137,190, an increase of $6,200 or 4.5 %. Amended Projected Adopted FY 01/02 FY 02/03 FY 03/04 FY 03/04 FY 04-05 Actual Actual Budget Expenditures Budget Difference $ 72,577 $ 94,829 $ 104,698 $ 104,398 $ 122,014 $ 17,616 15,289 17,761 16,412 16,292 18,376 2,084 1,060 16,500 16,500 3,000 (13,500~ $ 87,866 $ 113,650 $ 137,610 $ 137,190 $ 143,390 $ 6,200 Personal Services Operating Expenses Capital Outlay total Fiscal Year 04-05 Adopted Budget: Major Current Level Changes from Fiscal Year 2003-04 Projected Expenditures Difference 1. Personal Services - Increase mainly due to an estimated 24% increase in health insurance premiums, a 5.5% annual increase for CWA employees per CWA Union Contract, and an increase in deferred compensation and worker's compensation premiums which are wage driven. $ 17,616 2. Operating Expenses - Net increase results from Cemetery marker maintenance. $ 2,084 04. $ (13,5001 PERSONAL SERVICES SCHEDULE CEMETERY DIVISION PAY POSITIO~N RANGE GRADE Cemetery Supervisor 27,915/50,418 25 Maintenance Worker I 20,131/36,358 14 F/T/E Projected Adopted POSITION YEARS Expense Budget 02-03 03-04 04-05 FY 03-04 FY 04-05 1.00 1.00 1.00 $ 42,625 $ 46,000 1.00 1.00 1.00 27,125 29,000 2.00 2.00 2.00 TOTAL SALARIES $ 69,750 $ 75,000 Overtime 879 900 FICA Taxes 5,399 5,822 Clothing Allowance 200 200 Deferred Compensation 6,352 6,849 Group Health Insurance Premium 10,274 15,608 Dependant Health Ins Premium 3,325 5,137 Employee Assistance Program 46 46 Worker's Comp Insurance 8,173 12,452 'lotalPersonalServlces $ 104,3915 ~ 122,014 138 IcITYOF SEBASTIAN, FLORIDA"'II 2004/2005 ANNUAL BUDGETI ?APITAL OUTLAY SCHEDULE ',EMETERY DIVISION Priority Number Description 1 Sidewalk 2 Benches 3 Brick Wall 4 Mower EXPENDITURES PER FISCAL YEAR 2004-05 2005-06 2006-07 $ 3,000 $ $ 3,850 $ 3,000 $ 3,850$ 2007-08 2008-09 TOTAL $ $ $3,ooo 3,850 20,000 20,000 15,000 15,000 $ 20,000 $ 15,000 $ 41,850 139 CEMETERY DIVISION Code: 010059 kccount Number Description PERSONAL SERVICES 511200 Regular Salaries 511400 Overtime 512100 FICA Taxes 512215 Clothing Allowance 512225 Deferred Compensation 512301 Group Health Insurance Premium 512305 Dependant Health Ins Premium 512309 Employee Assistance Program 512400 Worker's Comp Insurance TOTAL PERSONAL SERVICES OPERATING EXPENDITURES 534101 Telephone 534110 Interact Access 534310 Electric 534420 Equipment Leases 534610 R & M - Buildings 534620 R& M-Vehicles 534630 R & M - Office Equipment 534640 R & M-Operating Equipment 534650 R& M-Radio 534685 R & M - Grounds Maintenance 535200 Departmental Supplies 535210 Computer Supplies 535220 Cleaning Supplies 535230 Small Tools and Equipment 535260 Gas and Oil 535270 Uniforms and Shoes 535275 Safety Equipment 535410 Dues and Memberships 535420 Books aa~d Publications TOTAL OPERATING EXPENDITURES CAPITAL OUTLAY 606400 Vehicles and Equipment TOTAL CAPITAL OUTLAY TOTAL CEMETERY DIVISION FY 01/02 FY 02/03 Actual Actual 54,430 64,652 1,499 768 4,172 4,783 200 200 4,736 5,888 6,345 8,831 1,151 2,892 44 46 0 6,769 72,577 94,829 607 762 0 1,058 1,598 1,433 0 98 5 428 311 504 21 0 1,928 2,274 0 0 5,802 3,990 1,966 3,507 236 143 223 287 881 1,363 908 865 603 698 0 124 195 195 5 32 15,289 17,761 0 1,060 0 1,060 87,866 113,650 FY 03/04 Budget 69,750 1,179 5,399 200 6,352 10,274 3,325 46 8,173 104,698 775 1,520 1,785 170 100 2OO 0 2,331 85 3,314 3,058 195 150 760 875 738 161 195 0 16,412 16,500 16,500 137,610 Actual to 3/31/04 33,093 597 2,426 200 3,010 6,328 2,071 23 6,126 53,874 495 325 778 0 0 52 0 1,592 0 1,353 1,817 59 65 214 421 277 0 195 0 7,643 0 0 61,517 FY 03/04 Projected 69,750 879 5,399 200 6,352 10,274 3,325 46 8,173 104,398 775 700 1,785 170 250 200 100 2,331 285 3,314 3,058 250 250 796 875 738 200 195 20 16,292 16,500 16,500 137,190 FY 04/05 Adopted Budget 75,000 900 5,822 200 6,849 15,608 5,137 46 12,452 122,014 800 700 2,150 0 100 200 100 2,300 285 5,500 3,128 100 100 820 1,000 798 100 195 0 18,376 3,000 3,000 143,390 140 CiTY SEBXS ix 6mDX 2°0412°05 N AL BUDGE GROWTH MANAGEMENT DEPARTMENT Thc Growth Management Department provides services to the community by providing information, guidance, and interpretation in regard to development regulations and implements policy for a variety of growth management issues. FISCAL YEAR 2004 ACCOMPLISHMENTS Processed multiple annexation requests supporting positive economic expansion of the City. Completed multiple land use/zoning amendments permitting high quality residential growth. Updated citywide land use map governing residential density and commercial/industrial development with the City. Provided coordinated review of site development plans, subdivisions, PUD's, variances, annexations and plats. Provided timely and professional response to citizen inquiries. Continued implementation of the Community Redevelopment Agency District Master Plan. Reviewed, presented and implemented revised Comprehensive Development Plan. Implemented Technical Review ConUmttee for more thorough and professional review of development orders. FISCAL YEAR 2005 GOALS AND OBJECTIVES Streamline development review process. Continue to coordinate review of development orders via the Technical Review Committee's assistance. Actively promote and implement the Community Redevelopment District Master Plan. Strive to continually improve quality of customer service to residents and applicants alike. Promote fiscally responsible economic development through continued positive growth. Actively support the City's marketing efforts for airport and corporate/business development. PERFORMANCE MEASURES Actual Actual Projected Projected Performance Indicators 2001/2002 2002/2003 2003/3004 2004/3005 l'otal major & minor site plan reviews 18 16 30 26 Total administrative approvals 285 305 325 340 Preliminary/final plat approvals 8 6 l0 11 Application requests processed 90 88 100 130 Total inquiries handled 6,250 6,400 6,500 7,500 Single family residence reviews 90 96 100 110 Total permits (temporary) issued 35 36 40 24 DixSsion of a single lot 14 6 8 6 Land use and zoning change requests 3 2 8 6 Annexation Requests 2 1 4 8 Flood Zone Deterrmnations 75 65 100 125 ;ite Plan inspections 0 0 0 16 Subdivision inspections 0 0 0 8 141 ]CITY OF SEBASTIAN, FLORIDA 2004/2005 ANNUAL BUDGET[ PROGRAM BUDGET DESCRIPTION FOR TIlE GROWTH MANAGEMENT DEPARTMENT STAFFING NATURE OF A CT1V1TY 03/04 04/05 25.00% 25.00% Public Assistance - Provide zoning and other regulatory information to the public and work wiff the public to assure that development is of the highest quality and that all development propnsab are consistent with City Regulations. 20.00% 20.00% Informal Site Plans/Commercial Variances - Work with citizen groups to provide public inpw and recommendation to the City Council. These include the Planning and Zoning Board an~ other committees and taskforce groups that may be required from time to time. Implement polic3 issues that Council has recommended or mandated. 35.00% 35.00% Comprehensive Planning - Manage, interpret, evaluate, update, and implement the Comprehensive Plan and other land use, development and preservation plans for the City. 5.00% 5.005 General Administrative - Research various miscellaneous topics and gather information fo~ other agencies and/or other departments. 10.00% 10.00% Economic Development Provide proper direction and guidance for continued positive/contxolled economic growth. 5.00% 5.00% Code Administration - Provide proper guidance and direction to enforce the intent of all applicable City codes, including providing zoning reviews and evaluations for the Buildingin~ Department. These activities include commercial zoning clearance, accessory structure reveiw. flood zone interpretations, elevation certificate review, subdivision development evaluations. address assienments, and misc. reviews. 100.00% 100.00% GROWTH MANAGEMENT DEPARTMENT BUDGET SUMMARY Fhe Fiscal Year 2004-2005 adopted budget for Growth Management is $256,829. This compares to the 2003 )4 projected expenditures of $236,795, an increase of $20,034 or 8.5%. Amended Projected Adopted FY 01-02 FY 02-03 FY 03-04 FY 03-04 FY 04-05 Actual Actual Budget Expenditures Budget Difference ?ersonalServices $ 173,097 $ 189,152 $ 217,500 $ 217,500 $ 237,587 $ 20,087 3perating Expenses 45,177 18,684 17,970 19,295 19,242 (53) 2apital Outlay 1,515 rotal $ 218,274 $ 209,351 $ 235,470 $ 236,795 $ 256,829 $ 20,034 Fiscal Year 04-05 Adopted Budget: Major Current Level Changes from >.003-04 Projected Expenditures: Difference · Personal Services - Increase mainly due to an estimated 24% increase in health insurance remiums, a 5.5% increase for CWA employees per the CWA Union Contract and exempt mployees per Management Benefit Package, and an increase in deferred compensation and 0yorker's compensation premiums which are wage driven. $ 20,087 L Operating Expenses - Net decrease results from a reduction in travel expenditures and ;mall tools and equipment, offset by an increase in printing and binding for comprehensive tevelopment plans. $ (53) L Capital Outlay - No forecasted capital outlay for FY 2004-05. $ 142 PERSONAL SERVICES SCHEDULE GROWTH MANAGEMENT DEPARTMENT POSITION Growth Management Director Growth Management Manager Zoning Technician Clerical Assistant I Adminstrative Secretary F/T/E PAY POSITION YEARS RANGE GRADE 02-03 03-04 04-05 55,579/100,381 83E 1.00 1.00 1.00 $ 36,734/66,346 33E 1.00 1.00 1.00 26,291/47,485 23 1.00 1.00 1.00 19,557/35,322 13 1.00 1.00 0.00 24,070/43,474 20 0.00 0.00 1.00 Projected Adopted Expense Budget FY 03-04 FY 04-05 59,300 $ 62,600 47,924 51,400 28,625 30,000 21,000 23,500 4.00 4.00 4.00 TOTAL SALARIES Overtime FICA Taxes Deferred Compensation Group Health Insurance Premium Dependant Health Ins Premium Employee Assistance Program Worker's Comp Insurance Total Personal Services $ 156,849 $ 167,500 750 750 12,037 12,871 14,162 15,143 25,620 31,530 6,601 8,185 92 92 1,389 1,516 $ 217,500 $ 237,587 CAPITAL OUTLAY SCHEDULE GROWTH MANAGEMENT DEPARTMENT Priority EXPENDITURES PER FISCAL YEAR Number Description 2004-05 2005-06 2006-07 2007-08 2008-09 TOTAL 1 Personal Computer $ - $ 3,620 $ 1,500 $ 2,500 $ $ 7,620 2 Vehicle 13,500 13,500 $ - $ 3,620 $ 15,000 $ 2,500 $ $ 21,120 143 ]ciTY OF SEBAS; i[AN FL0mi)A 2004/200S ANNi AL su0a il GROWTH MANAGEMENT DEPARTMENT Code: 010080 Actual FY 04/05 Account FY 01/02 FY 02/03 ]FY 03/04 to FY 03/04 Adopted Number Description _Actual Actual Budget 3/31/04 Proiected Budget PERSONAL SERVICES 511200 Regular Salaries 129,116 143,111 156,849 73,356 156,849 167,500 511400 Overtime 2,028 611 750 215 750 750 :12100 FICA Taxes 9,357 10,440 12,037 5,274 12,037 12,871 512225 Deferred Compensation 11,696 12,674 14,162 6,599 14,162 15,143 :12301 Group Health Insurance Premium 15,457 16,568 25,620 12,677 25,620 31,530 512305 Dependant Health Ins Premium 5,359 4,818 6,601 3,301 6,601 8,185 512309 Employee Assistance Program 84 90 92 46 92 92 512400 Worker's Comp Insurance 0 840 1,389 1,041 1,389 1,516 I'OTAL PERSONAL SERVICES 173,097 189,152 217,500 102,508 217,500 237,587 OPERATING EXPENDITURES 533120 Consultants 23,900 0 0 0 0 0 533480 Temporary Employment Services 4,979 0 0 0 0 0 534000 Travel and Per Diem 2,491 2,269 2,500 537 2,500 1,615 534101 Telephone 357 150 700 418 700 725 534105 Cellular Telephone 0 563 750 544 650 650 534110 Internet Services 0 0 100 51 100 110 :34120 Postage 1,874 2,811 1,400 1,651 2,800 2,800 534130 Express Mail 85 17 0 0 0 0 534620 R& M-Vehicles 23 47 275 51 100 100 534630 R & M-Office Equipment 1,523 1,600 1,763 600 1,000 1,200 534700 Printing and Binding 0 598 0 173 340 1,500 534910 Clerk of Court Filing Fees 20 0 200 0 0 100 534920 Legal Ads 2,826 5,907 3,000 2,687 5,200 4,800 535200 Departmental Supplies 2,764 2,236 2,000 1,091 2,000 2,100 535210 Computer Supplies 1,793 489 1,582 563 1,000 1,100 535230 SmallTools and Equipment 182 133 650 0 300 200 535260 Gas and Oil 182 212 200 76 150 200 :35410 Dues and Memberships 221 158 350 355 355 600 535420 Books and Publications 267 354 500 0 100 200 535450 Training and Education 1,690 1,140 2,000 25 2,000 1,242 tOTAL OPERATING EXPENDITURES 45,177 18,684 17,970 8,821 19,295 19,242 CAPITAL OUTLAY fi06400 Vehicles and Equipment 0 1,515 0 0 0 0 YOTAL CAPITAL OUTLAY 0 · 1,515 0 0 0 0 YOTAL GROWTH MANAGEMENT 218,274 209,351 235,470 111,328 236,795 256,829 144 BUILDING DEPARTMENT The Building Department provides issuance of building, land cleating, grubbing and tree removal permits, processing and posting inspections, issuance of certificates of occupancies and notice of completion certificates, accepts impact, traffic impact and solid waste fees for the county, plans review, inspections, testing of contractors for the City and County, issues contractor licenses, updates contractor files daily, attends construction board meetings and transcribes meeting. FISCAL YEAR 2004 ACCOMPLISHMENTS Issued substantial increased residential and commercial permits. FISCAL YEAR 2005 GOALS AND OBJECTIVES Stream line the permitting, filing and record keeping processes in order to better serve developers, contractors, and the public at large. Seek out computer enhancements to increase ability to retrieve and share information efficiently. Provide opportunities for continuing education for plan reviewers and inspectors in preparation for the upcoming code changes in the 2004 Florida Building Code, which is adopting the International Code as the base code. The code change tentatively takes effect on January l, 2005. Continue our strive to keep pace with the ever increasing amount ofinspections, plan reviews and permits issued, due to the development of newly annexed areas within the city. PERFORMANCE MEASURES Actual Actual Projected Projected Performance Indicators 2001/2002 2002/2003 2003/2004 2004/2005 Residential permits issued 340 N/A 450 550 Commercial permits issued 11 N/A 12 12 Other permits issued 12 N/A 3,300 4,000 Total number o f inspections 10,367 12,431 9,700 12,000 Total number of reinspecfions 1,370 678 900 1,000 Number of contractor licenshag requests 1,500 1,500 1,500 1,500 Number of tests g/yen 50 129 100 200 Number of Professional licenses processed 400 300 300 400 145 PROGRAM BUDGET DESCRIPTION FOR THE BUILDING DEPARTMENT STAFFING NATURE OF ACTIVITY 03/04 04/05 5.00% 5.00G Administration - The Director enforces all SBCCI, Sebastian City and Land Development Code! related to construction. Courtesy inspections are done as well as inspecting and issuing lanr :tearing and tree removal permits. Approval of all department expenditures and preparing thl 30.00% 30.00~ Perraittine - Accepting permits with fees, issuing permits, scheduling and posting of inspections closing out permits when completed, issuing the certificate of occupancy, and answering question! concerning building permits. 27.50% 27.50G Plan Review - The reviewing of all building plans for code approval, including structural electrical, plumbing and mechanical. Also reviews all zoning on residential building applications. 27.50% 27.50G Buildine and Alteration Insnection - On-site inspections for commercial and residentia including structural, electrical, plumbing, and mechanical, as well as answer code book question! for builders and general public. 10.00% 10.00% Contractor Licensing - Issuance of all contractor licenses on a daily basis, accept applications to go before the Construction Board for testing approval, accept and approve in-house applications for licensing of non-tested trades, letters of reciprocity and grandfathering from Indian River County and check permit applications for properly licensed and up to date contractors. 100.00% 100.00% BUILDING DEPARTMENT BUDGET SUMMARY q?ne Fiscal Year 2004-2005 adopted budget for the Building Department is $561,825. This con. ares to the ~.003-04 projected expenditures of $496,705, an increase of $65,120 or 13.1%. Amended Projected Adopted FY 01-02 FY 02-03 FY 03-04 FY 03-04 FY 04-05 Actual Actual Budget Expenditures Budget Difference ?exsonal Services $ 297,869 $ 386,922 $ 476,062 $ 476,062 $ 535,625 $ 59,563 Dperating Expenses 26,248 22,015 24,106 20,643 24,500 3,857 2apital Outlay 19,815 1,700 1,700 total $ 343,932 $ 408,937 $ 500,168 $ 496,705 $ 561,825 $ 65,120 Fiscal Year 04-05 Adopted Budget: ~tajor Cra:rent Level Changes from .>003-1M Projected Expenditures: Difference t. Personal Services - Increase rrainly due to an estimated 24% increase in health msurence xemiurm, a 5.5% increase CWA employees per C~VA Union Contxact and exempt employees >er Management Benefit Package, and an increase in deferred compensation and worker's :ompensation premiums ~vhich are wage drive~. $ L Operating Expenses - Net increase results from new copier tmchine, departmental supplies md training and education. $ Capital Outlay - Increase due to a new laptop computer needed for new Building Inspector I $ 59,563 3,857 1,700 146 PERSONAL SERVICES SCHEDULE BUILDING DEPARTMENT PAY POSITION RANGE GRADE Building Official 51,386/92,808 81E Chief Inspector 36,734/66,346 33E Plans Examiner 36,734/66,346 33E Building Inspector II 28,775/51,970 26 Building Inspector I 26,921/47,485 23 Administrative Assistant 24,071/43,474 20 Administrative Secretary 22,661/40,929 18 Clerical Assistant II 20,704,37,395 15 F/T/E Projected Adopted POSITION YEARS Expense Budget 02-03 03-04 04-05 FY 03-04 FY 04-05 1.00 1.00 1.00 $ 66,700 $ 70,400 1.00 1.00 1.00 43,724 49,000 0.00 1.00 1.00 28,000 47,000 1.00 1.00 1.00 40,846 33,000 1.00 1.00 1.00 29,500 31,200 1.00 1.00 1.00 36,126 38,000 1.00 1.00 1.00 31,625 35,000 1.00 1.00 1.00 28,725 31,000 7.00 8.00 8.00 TOTAL SALARIES Overtime FICA Taxes Clothing Allowance Deferred Compensation Group Health Insurance Premium Dependant Health Ins Premium Employee Assistance Program Worker's Comp Insurance Total Personal Services $ 305,246 $ 334,600 I8,500 18,500 24,724 27,027 400 200 28,008 31,797 47,942 62,634 7,658 9,496 176 184 43,408 51,187 $ 476,062 $ 535,625 CAPITAL OUTLAY SCHEDULE BUILDING DEPARTMENT Priority Number Description I Laptop Computers 2 Small Pickup Track 3 Large Pickup Truck EXPENDITURES PER FISCAL YEAR 2004-05 2005-06 $ 1,700 $ 6,240 2006-07 2007-08 2008-09 TOTAL $ $ $ $ 7,94O 13,060 13,060 17,800 17,800 $ 1,700 $ 6,240 $ 30,860 $ $ $ 38,800 147 BUILDING DEPARTMENT Code: 010085 Account Number Description PERSONAL SERVICES 511200 Regular Salaries 511400 Overtime 512100 FICA Taxes 512215 Clothing Allowance 512225 Deferred Compensation 512301 Group Health Insurance Premium 512305 Dependant Health Ins Premium 512309 Employee Assistance Program 512400 Worker's Comp Insurance TOTAL PERSONAL SERVICES OPERATING EXPENDITURES 533400 Other Contractual Services 534000 Travel and Per Diem 534101 Telephone 534105 Cellular Telephone 534110 Intemet Services 534120 Postage 534130 Express Mail 534620 R&M-Vehicles 534630 R & M - Office Equipment 534910 ClerkofCourt FilingFees 535200 Departmental Supplies 535210 Computer Supplies 535230 Small Tools and Equipment 535260 Gas and Oil 535275 Safety Equpment 535410 Dues and Memberships 535420 Books and Publications 535450 Training and Education TOTAL OPERATING EXPENSES CAPITAL OUTLAY 606400 Vehicles and Equipment TOTAL CAPITAL OUTLAY TOTAL BUILDING DEPARTMENT FY 01/02 FY 02/03 Actual Actual 224,024 261,862 4,739 23,401 17,040 21,164 200 200 20,341 25,440 26,982 30,946 4,391 5,508 152 161 0 18,240 297,869 386,922 7,800 0 386 1,532 316 123 3,479 3,364 0 0 1,314 2,114 20 0 336 1,200 2,022 2,240 0 0 4,798 5,030 2,028 480 1,178 755 2,042 2,907 0 0 119 40 179 123 231 2,107 26,248 22,015 19,815 0 19,815 0 343,932 408,937 FY 03/04 Budget 305,246 18,500 24,724 400 28,008 47,942 7,658 176 43,408 476,062 0 1,124 1,500 3,720 2O0 1,696 100 6O0 2,424 150 4,500 2,482 1,000 2,500 500 400 260 950 24,106 0 0 500,168 Actual to 03/31/04 133,331 17,741 11,148 200 13,220 22,201 3,829 81 32,535 234~86 0 (44) 898 1,097 102 278 0 363 925 11 1,865 583 143 1,574 0 100 51 225 8,171 0 0 242,457 FY 03/04 Proiected 305,246 18,500 24,724 40O 28,008 47,942 7,658 176 43,408 476,062 0 1,124 1,500 2,800 175 1,362 100 700 1,312 139 3,800 1,898 900 3,100 500 300 208 725 20~43 0 0 496,705 FY 04/05 Adopted Budget 334,600 18,500 27,027 2OO 31,797 62,634 9,496 184 51,187 535,625 0 750 1,800 3,000 2OO 1,600 100 9OO 2,500 150 5,000 2,000 1,000 3,500 50O 400 2OO 900 24,500 1,700 1,700 561,825 148 GENERAL FUND - NON-DEPARTMENTAL This budget account includes costs not related to specific departmental service objectives or programs. Funding is specifically provided for General Liability hasurance, Florida League of Cities membership, and a contingency account for unanticipated expenditures. The largest category of expenditures in this budget is for payments for insurance, utilities and telephone service. NON-DEPARTMENTAL BUDGET SUMMARY Yhe Fiscal Year 2004-2005 adopted budget for Non-departmental is $853,597. This compares to the 2003-04 projected ~xpenditures of $634,967, an increase of $218,630 or 34.4%. Personal Services Dperating Expenses Debt Service 3rants and Aids Non-Operating total Amended Projected Adopted FY 01-02 FY 02-03 FY 03-04 FY 03-04 FY 04-05 Actual Actual Budget Expenditures Budget Difference $ 239,543 $ 26,128 $ 5,000 $ 10,377 $ 49,381 $ 39,004 422,655 423,820 521,225 620,590 634,216 13,626 35,855 15,000 200 4,000 4,000 (4,000) 100,000 284,000 170,000 170,000 $ 813,053 $ 734,148 $ 530,225 $ 634,967 $ 853,597 $ 218,630 Fiscal Year 04-05 Adopted Budget: Major Current Level Changes from Fiscal Year 2003-04 Projected Expenditures: Difference 1. Personal Services - Increase mainly due to projected increases for Charter Officers as well as projected ~afety incentive expenditures. $ 39,004 Operating Expenses - Increase due to insurance premium projection~ $ 13,626 Debt Service - No change - no debt service currently paid for from the General fund. $ Grants and Aids - Due to reduction in grants and aids. $ (4,000) Non-Operating - Increase due to a policy mandated contingency. $ 170,000 149 NON-DEPARTMENTAL Code: 010099 Account Number Description PERSONAL SERVICES 511200 Regular Salaries 512400 Workers Comp Insurance 512500 Unemployment tOTAL PERSONAL SERVICES OPERATING EXPENDITURES 533100 ProfessionaI Services 533120 Consultants 533400 Other Contractual Services 533425 Contract Mowing Services 534101 Telephone 534120 Postage 534310 Electric 534320 Water/Sewer 534500 Insurance 534505 Railroad Crossing Insurance 534700 Printing and Binding 534805 4th &July 534815 Brick Paving 534825 Advertising Expenditures 534830 Special Events Expense 534835 Special Empioyee Events 534944 Supplies-PS Empl Exp Fund 534945 Supplies-General Empl Exp Fund 534959 Cemetery Refunds 534980 PMT-Riverffont Redevelop Fund 534996 Non-Litigation Settlements 534999 General Fund Inventory 535200 Departarentai Supplies 535210 Computer Supplies 535260 Gas and Oil 535410 Dues and Memberships 535420 Books and Publications 535454 PBA Tuition Reimb Plan 535455 CWA Tuition Reimb Plan 535690 Other Human Services 535705 Property Taxes 535710 Non-Ad Valorem Tax tOTAL OPERATING EXPENSES DEBT SERVICE 707301 Special Assessment to IRC-Water tOTAL DEBT SERVICE GRANTS AND AIDS 708101 IRC Council on Aging 708199 Grants and Aids I~OTAL GRANTS AND AIDS NON-OPERATING 309133 Trfr to Transp Impr Fund 330 309145 Trfr to Fund 450 AP 309610 Trfr to Fund 610 MERTF 309901 Contingency YOTAL NON-OPERATING YOTAL NON-DEPARTMENTAL FY 01/02 Actual 0 233,714 5,829 239,543 0 85,394 0 1,580 30,035 4,000 16,096 2,495 121,767 1,565 8,575 18,951 1,560 1,871 2,521 3,033 814 1,976 0 101,625 0 0 1,842 0 5,270 1,521 250 0 0 0 0 9,914 422,655 35,855 35,855 15,000 0 15,000 100,000 0 0 0 100,000 813,053 FY 02/03 Actual 0 17,873 8,254 26,128 3,500 50,103 0 910 19,258 5,834 18,376 2,764 128,165 0 8,911 20,075 3,318 4,586 4,883 2,542 1,719 2,902 0 104,157 0 0 3,829 22,192 0 1,543 0 2,452 0 0 0 11,801 423,820 0 200 200 0 284,000 0 0 284,000 734,148 FY 03/04 Budget 0 0 5,000 5,000 0 154,021 0 1,500 6,938 4,410 19,100 2,514 129,757 19,000 3,058 5,000 5,000 3,000 500 3,000 0 136,122 0 0 3,300 0 0 1,600 250 1,850 460 12,14! 521,225 0 0 0 4,000 4,000 0 0 0 0 0 530,225 Actual to 03/31/04 0 0 3,069 3,069 1,000 59,600 922 1,235 1,723 2,850 9,769 1,486 93,333 0 4,628 256 645 2,258 2,130 1,613 1,272 1,871 0 136,705 0 0 1,209 0 729 1,664 25O 0 0 0 0 4,012 331,160 0 0 0 0 0 0 0 0 0 0 334,229 FY 03/04 Pro[eeted 0 0 10,377 10,377 1,000 149,541 922 1,850 5,000 5,650 17,875 7,000 229,757 0 8,700 19,000 2,675 5,000 5,000 3,000 1,700 2,500 0 136,705 0 0 4,000 0 0 1,664 25O 0 0 0 0 11,801 620,590 0 4,000 4,000 0 0 0 0 0 634,967 FY 04/05 Adopted Budget 39,381 0 10,000 49,381 2,500 0 1,000 2,500 15,908 5,600 19,100 4,800 350,000 19,000 3,058 5,000 5,000 3,000 1,100 3,000 0 165,000 0 0 4,000 0 0 1,700 250 1,500 500 12,00i 634,216 170,00 170,000 853,597 150 0F im2iST AN, FLORIDA 2004/2005 ANNUAL BUDGET[ SPECIAL REVENUE FUNDS Special Revenue Funds are used to account for the proceeds of revenue sources (other than Major Capital Projects) that are legally required to be spent for specific purposes. These Special Revenue Funds include the following: Community Development Block Grant Fund Local Option Gas Tax Fund (LOGT) Discretionary Sales Tax Fund (DST) Recreation Impact Fee Fund Stormwater Utility Fund Law Enforcement Forfeiture Fund G.R.E.A.T. Program Fund TOTAL $ 685,000 762,000 2,265,000 364,500 831,980 10,000 $ 4,918,480 151 [(~iT~/°F SEBASTIAN, FLORIDA 2004/2005 ANNUAL BUDGET~ COMMUNITY DEVELOPMENT BLOCK GRANT The Community Development Block Grant (CDBG) is a Small Cities Grant ($700,000) for infrastructure improvements in the Louisiana Avenue area of the City of Sebastian. COMMUNITY DEVELOPMENT BLOCK GRANT FUND REVENUE Code: 106010 Actual FY 04/05 Account FY 01/02 FY 02/03 FY 03/04 to FY 03/04 Adopted Number Description Actual Actual Budget 03/31/2004 Proiected Budget FEDERAL GRANTS 331501 CDBG Grant 0 0 700,000 0 15,000 685,000 YOTAL FEDERAL GRANTS 0 0 700,000 0 15,000 685,000 YOTAL COMMUNITY DEVELOPMENT BLOCK GRANT 0 0 700,000 0 15,000 685,000 COMMUNITY DEVELOPMENT BLOCK GRANT FUND EXPENDITURES Code: 106051 Actual FY 04/05 Account FY 01/02 FY 02/03 FY 03/04 to FY 03/04 Adopted Number Description Actual Actual Budget 03/31/2004 Proiected Budget OPERATING EXPENDITURES 533100 Professional Services 0 0 6,900 0 0 6,900 533120 Consultants 0 0 49,000 0 15,000 34,000 533200 Audit Fees 0 0 100 0 0 100 TOTAL OPERATING EXPENDITURES 0 0 56,000 0 15,000 41,000 NON-OPERATING 909133 Trfr to Transp Impr Fund 330 0 0 644,000 0 0 644,000 TOTAL NON-OPERATING 0 0 644,000 0 0 644,000 TOTAL COMMUNITY DEVELOPMENT 0 0 700,000 0 15,000 685,000 BLOCK GRANT 152 LOCAL OPTION GAS TAX The local option gas tax is a six-cent per gallon tax levied by Indian River County. The tax fimds are distributed to participating cities within the County on a percentage basis determined by the City's population and amount of annual transportation-type expenditures. The funds can be used for payment of debt service on loans and bonds issued to finance acquisition and construction of roads, as well as road maintenance and signage. The 2004-2005 allocation for the City of Sebastian is estimated at $750,000. This represents a 4.9% increase over the 2003-2004 estimated projection of $715,000. LOCAL OPTION GAS TAX FUND REVENUE Code: 120010 Account Number Description TAXES 312400 Local Option Gas Tax TOTAL TAXES MISCELLANEOUS REVENUE 334492 361100 361105 369200 369900 FDOT Lighting Agreement Interest Income SBA Interest Earnings Insurance Proceeds Other Miscellaneous Revenues TOTAL MISCELLANEOUS REVENUE NON-REVENUE SOURCES 389991 Appropriation From PY Fund Balance TOTAL NON-REVENUE SOURCES TOTAL LOCAL OPTION GAS TAX FY 01/02 Actual 665,718 665,718 0 2,193 12,603 0 14,796 0 0 680,514 FY 02/03 Actual 675,554 675,554 1,755 (406) 11,168 12,517 0 0 688,071 FY 03/04 Budget 705,595 705,595 0 7,283 3,250 0 10,533 645 645 716,773 Actual to 03/31/04 301,425 301,425 0 (167) 6,714 0 6,547 0 0 307,972 FY 03/04 Pro[ected 715,000 715,000 0 0 11,500 11,500 0 0 726,500 FY04/05 Adopted Budget 750,000 750,000 0 0 12,000 12,000 0 0 762,000 153 LOCAL OPTION GAS TAX FUND EXPENDITURES Code: 120051 Account Number Description OPERATING EXPENDITURES 533453 Stormwater Maintenance Services 534315 Public Lighting 534505 Railroad Crossing Insurance 534695 Railroad Crossing Maintenance 535310 Road Materials and Supplies 535380 Signalization Supplies rOTAL OPERATING EXPENDITURES CAPITAL OUTLAY 506400 Vehicles and Equipment tOTAL CAPITAL OUTLAY DEBT SERVICE 707105 Principal - Paving Loan 707205 Interest - Paving Loan tOTAL DEBT SERVICE NON-OPERATING 709101 Trfr to General Fund 001 709133 Trff to Tramp Impr Fund 330 709990 Unappropriated tOTAL NON-OPERATING tOTAL LOCAL OPTION GAS TAX FY 01/02 Actual 18,843 142,531 0 4,553 0 31,475 197,402 3,890 3,890 179,908 120,092 300,000 0 148,780 0 148,780 650,072 FY 02/03 Actual 0 I47,750 2,820 48,159 17,775 33,778 250,282 0 0 187,911 112,088 299,999 0 150,000 0 150,000 700,281 FY03/04 Budget 0 160,624 3,899 4,147 0 33,550 202,220 2,881 2,881 196,271 103,729 300,000 61,672 150,000 0 211,672 716,773 Actual to 03/31/04 0 85,812 0 4,230 0 11,513 101,555 698 698 97,079 52,921 150,000 29,672 75,000 0 104,672 356,925 FY03/04 Proiected 0 166,000 3,899 4,230 0 33,550 207,679 2,881 2,881 196,271 103,729 300,000 61,672 150,000 0 211,672 722,232 FY 04/05 Adopted Budget 0 166,000 3,899 4,230 0 34,000 208,129 0 0 205,001 94,999 300,000 0 240,000 13,871 253,871 762,000 154 ICITy OF SEB3[STiAN, A 2004/2°05 NNuAL BUDGET[ DISCRETIONARY SALES TAX The discretionary sales tax is a seventh-cent or an additional one-cent sales tax levied by Indian River County. The tax funds are distributed to participating cities within the County on a percentage basis determined by the City's population. The funds can be used to finance, plan, and construct infrastructure (such as public facilities, emergency vehicles and equipment, other vehicles and the necessary equipment to outfit the vehicle for official use), land acquisition for recreation or preservation, and land improvement. The 2004-2005 allocation for the City of Sebastian is estimated at $2,250,000. This represents a 4.65% increase over the 2003-2004 estimated projection of $2,150,000. Note: This revenue source is has been extended by referendum vote to December 31, 2019. DISCRETIONARY SALES TAX FUND REVENUE Code: 130010 Actual FY 04/05 S. ccount FY 01/02 FY 02/03 FY 03/04 to FY 03/04 Adopted Number Description Actual Actual Budget 03/31/04 Proiected Budget YAXES 12600 Discretionary Sales Tax 1,861,589 1,925,206 2,043,599 886,844 2,150,000 2,250,000 tOTAL TAXES 1,861,589 1,925,206 2,043,599 886,844 2,150,000 2,250,000 MISCELLANEOUS REVENUE 361100 Interest Income 1,114 2,089 3,909 (841 0 0 361105 SBA Interest Eamh~gs 30,781 23,340 25,700 6,232 12,700 15,000 tOTAL MISCELLANEOUS REVENUE 31,895 25,429 29,609 6,148 12,700 15,000 YOTAL NON-REVENUE SOURCES 0 0 0 0 0 0 rOT.aL DISCRETIONARY SALES TAX 1,893,484 1,950,635 2,073,208 892,992 2,162,700 2,265,000 155 ICITY OF SEBASTIAN, FLORIDA 2004/2005 ANNUAL BUDGET DISCRETIONARY SALES TAX FUND EXPENDITURES Code: 130051 Actual FY 04/05 Account FY 01/02 FY 02/03 FY 03/04 to FY 03/04 Adopted Number Description Actual Actual Budget 03/31/04 Projected Budget NON-OPERATING 909101 Interfund Trft to 001 - GF 265,850 370,919 166,000 45,364 166,000 286,000 909123 Interfund Trff to 230-Series 2003 DSF 0 389,390 842,702 417,352 842,702 1,030,844 309131 Trfr to Capital Projects Fund 310 216,500 234,332 154,693 154,693 154,693 254,252 909132 Trfr to CIP Fund 320 603,484 335,000 400,000 287,500 400,000 40,000 309133 Trfr to Transp Impr Fund 330 540,486 630,924 330,000 165,000 330,000 310,000 309145 Trfr to Fund 455 AP 0 250,000 175,000 I02,083 175,000 106,500 309990 Unappropriated 0 0 4,813 0 0 237,404 rOTAL NON-OPERATING 1,626,320 2,210,565 2,073,208 1,171,992 2,068,395 2,265,000 tOTAL DISCRETIONARY SALES TAX 1,626,320 2,210,565 2,073,208 1,171,992 2,068,395 2,265,000 156 RECREATION IMPACT FEE FUND The Recreation Impact Fee was established to enable the City to allow growth and development to proceed in the City in compliance with the adopted Comprehensive Plan, and to regulate growth and development so as to require growth and development to share in the burden of growth by paying its pro rata share for the reasonably anticipated expansion costs of the recreational system improvements. Additionally, the City through impact fees seeks to provide an equitable, fair share basis for new and expanded recreational facilities concurrent with the impact and needs generated by new development. (Ordinance O-01-15) RECREATION IMPACT FEE FUND REVENUE Code: 160010 Account Number Description MISCELLANEOUS REVENUE 361100 Interest Income 361105 SBA Interest Earnings 363270 Recreation Impact Fee tOTAL MISCELLANEOUS REVENUE tOTAL RECREATION IMPACT FEE FY 01/02 FY 02/03 Actual Actual 0 1,918 2,680 5,457 255,775 395,850 258,455 403,225 258,455 403,225 FY 03/04 Budget 0 2,953 286,010 288,963 288,963 Actual to 03/31/04 (11) 2,482 184,275 186,746 186,746 FY 03/04 Proiected 0 4,250 360,000 364,250 364,250 FY 04/05 Adopted Budget 0 4,500 360,000 364,500 364,500 RECREATION IMPACT FEE FUND EXPENDITURES Code: 160051 kccount Number Description NON-OPERATING 909 i32 Trfr to CIP Fund 320 909990 Unappropriated tOTAL NON-OPERATING tOTAL RECREATION IMPACT FEE FY 01/02 FY 02/03 Actual Actual 0 190,000 0 0 0 190,000 0 190,000 FY 03/04 Budget 70,000 218,963 288,963 288,963 Actual to 03/31/04 65,750 0 65,750 65,750 FY03/04 Proiected 70,000 0 70,000 70,000 FY 04/05 Adopted Budget 349,000 15,500 364,500 364,500 157 ]CITY OF SEBASTIAN, FLORIDA 2004/2005 ANNUAL BUDGET STORMWATER UTILITY FUND The Stormwater Utility Fund was established by the City to provide a dedicated funding source for the purpose of managing the City's stormwater systena, to prepare, construct and manage betterments and improvements to the stormwater system, regulate the use of the stormwater system, and perform routine maintenance and minor improvements. The Stormwater Utility Fee is based upon a single residential ERU in the amount of $4.00 per month, or $48.00 per year. (Ordinance O-01-16) STORMWATER UTILITY FUND REVENUE Code: 163010 Account Number Description MISCELLANEOUS REVENUE 361100 Interest Income 361105 SBA Interest Earnings 361150 Other Interest 363630 Stormwater Utility Fee tOTAL MISCELLANEOUS REVENUE tOTAL STORMWATER UTILITY FY 01/02 Actual 9,987 797 774,899 785,683 785,683 FY 02/03 Actual 16,126 8,082 317 728,393 752,918 752,918 FY 03/04 Budget 4,763 8,135 2OO 772,781 785,879 785,879 Actual to 03/31/04 3,615 5,952 0 27,468 37,035 37,035 FY 03/04 Proiected 7,456 11,900 0 772,781 792,137 792,137 Adopted Budget 2,000 25,000 0 804,980 831,980 831,980 STORMWATER UTILITY FUND EXPENDITURES Code: 163051 Account Number Description OPERATING EXPENDITURES 533100 Professional Services 534120 Postage 534955 Refunds TOTAL OPERATING EXPENDITURES NON-OPERATING 909101 Interfund Trfi' to 001 o GF 909263 Interftmd Trfi' to Fund 263 909363 Interfund Trfi' to SIF Fund 363 909990 Unappropriated TOTAL NON-OPERATING TOTAL STORMWATER UTILITY FY 01/02 Actual 0 64,869 64,869 0 0 0 0 0 64,869 FY 02/03 Actual 0 221 8,767 8,988 145,322 0 10,160 0 155,482 164,470 FY 03/04 Budget 0 125 5,000 5,125 154,556 209,387 0 416,811 780,754 785,879 Actual to 03/31/04 0 0 0 0 77,278 69,796 0 0 147,074 147,074 FY03/04 Proiected 3,500 0 0 3,500 154,556 209,387 0 0 363,943 367,443 FY 04/05 Adopted Budget 3,500 0 0 3,500 160,996 441,672 142,790 83,022 828,480 831,980 158 LAW ENFORCEMENT FORFEITURE FUND The Law Enforcement Forfeiture Fund is established pursuant to Section 932.705 for reporting revenues associated with seized or forfeited property by the Police Department under the Florida Contraband Forfeiture Act as well as expenditures related to funding equipment purchases for law enforcement purposes, matching funds for Federal Grants, and to support Drug Treatment Programs, Drug Prevention Programs, School Resource Officer Program, Crime Prevention, or Safe Neighborhood Programs. LAW ENFORCEMENT FORFEITURE FUND REVENUE Code: 190010 Account Number Description FINES AND FORFEITS 351200 Confiscated Property tOTAL FINES AND FORFEITS MISCELLANEOUS REVENUE 361100 Interest Income 365000 Sale of Surplus 366000 Contributions and Donations tOTAL MISCELLANEOUS REVENUE NON-REVENUE SOURCES 389991 Appropriation From PY Fund Balance tOTAL NON-REVENUE SOURCES tOTAL LAW ENFORCEMENT FORFEITURE FY 01/02 FY 02/03 Actual Actual 6,375 3,000 6,375 3,000 60 (301 0 805 14,851 6,110 14,911 6,885 0 0 0 0 21,286 9,885 FY 03/04 Budget 7,000 7,000 27 0 4,600 4,627 1,000 1,000 12,627 Actual to 03/31/04 6,930 6,930 (22) 0 5,056 5,034 11,964 FY03/04 Proiected 9,000 9,000 0 717 6,400 7,117 16,117 FY 04/05 Adopted Budget 5,000 5,000 0 0 5,000 5,000 0 0 10,000 159 LAW ENFORCEMENT FORFEITURE FUND EXPENDITURES Code: 190051 Account Number Description DPERATING EXPENDITURES 534966 D.A.R.E. Expenditures 535380 Departmental Supplies 535450 Training & Education I~OTAL OPERATING EXPENDITURES EAPITAL OUTLAY 506400 Vehicles and Equipment YOTAL CAPITAL OUTLAY NON-OPERATING 708199 Other Grants & Aids }09990 Unappropriated tOTAL NON-OPERATING tOTAL LAW ENFORCEMENT FORFEITURE FY 01/0; FY 02/03 Actual Actual 2,634 2,304 2,411 6,642 0 540 5,045 9,486 11,585 9,595 11,585 9,595 0 500 0 0 0 500 16,630 19,581 FY 03/04 Budget 2,000 7,600 0 9,600 1,700 1,700 0 1,327 1,327 12,627 Actual to 03/31/04 1,748 3,107 0 4,855 1,203 1,203 6,058 FY 03/04 Proiected 2,000 7,000 0 9,000 1,203 1,203 10,203 FY 04/05 Adopted Budget 2,500 7,500 0 10,000 0 0 0 0 0 10,000 160 ]CITY OF SEBASTIAN, FLORIDA 2004/2005 ANNUAL BUDGET] G.R.E.A.T. PROGRAM FUND The Gang Resistance Education and Training (G.R.E.A.T.) Program is designed to help children set goals for themselves, resist pressures, learn how to resolve conflict without violence, and understand how gangs and youth violence impact the quality of their lives. G.R.E.A.T. students discover for themselves the ramifications of gang youth through structm'ed exercises and interactive approaches to learning. The G.R.E.A.T. Program has been funded annually, however, at the time of this budget document preparation we have not received the 2003-2004 funding, though anticipated, therefore, we are not prepared to estimate any grant revenues for 2004-2005. G.R.E.A.T. PROGRAM FUND REVENUE Code: 191010 Account Number Description INTERGOVERNMENTAL REVENUE 331207 G.R.E.A.T. Grant Revenue TOTAL INTERGOVERNMENTAL REVENUE MISCELLANEOUS REVENUE 361100 Interest Income 366000 Contributions and Donations TOTAL MISCELLANEOUS REVENUE TOTAL G.R~E.A.T. PROGRAM FY 01/02 FY 02/03 Actual Actual 10,726 8,704 10,726 8,704 2 (81 600 200 602 192 11,328 8,896 FY 03/04 Budget 9,700 9,700 9,700 Actual to 03/31/04 1,146 1,146 (1) 0 (1) 1,145 FY 03/04 Prolected 9,700 9,700 9,700 FY 04/05 Adopted Budget 0 0 0 0 0 G.R.E.A.T. PROGRAM FUND EXPENDITURES Code: 191051 Account Number Description OPERATING EXPENDITURES 534000 Travel and Per Diem 534967 G.R.E.A.T. Expenditures TOTAL OPERATING EXPENDITURES TOTAL G.R.E.A.T. PROGRAM FY 01/02 FY 02/03 Actual Actual 849 0 9,938 9,529 10,787 9,529 10,787 9,529 FY 03/04 Budget 1,570 8,130 9,700 9,700 Actual to 03/31/04 0 1,878 1,878 1,878 FY 03/04 Proiected 1,570 8,038 9,608 9,608 FY 04/05 Adopted Budget 0 0 0 161 i~'iT¥ oF SEBASTIAN, FLORIDA 2004]2005 ANnuAL BUI~ETI CITY OF HOME OF PELICAN ISLAND This Page Intentionally Left Blank 162 [CITY OF SEBASTIAN, FLORIDA 2004/2005 ANNUAl, BUDGET[ SPECIAL ASSESSMENT REVENUE BONDS DEBT SERVICE FUNDS This debt service fund is used to record special assessments associated with the River Front water lines and to service the 1996 revenue bond debt. The special assessment and revenue bonds are for ten (10) years. Due to the early defeasance of 1996 Special Assessment Revenue Bonds debt in FY 2003-04, there is no adopted budget for FY 2004-05 SPECIAL ASSESSMENT REVENUE BONDS DEBT SERVICE FUND REVENUE Code: 201010 Actual FY 04-05 l_ccount FY 01/02 FY 02/03 FY 03/04 to FY 03/04 Adopted Number Description Actual Actual Budget 03/31/04 Proiected Budget MISCELLANEOUS REVENUE 361100 Interest Income 40 (7) 3 (81 (26) 0 361150 Interest Income-SBA 2,750 1,652 540 501 630 0 361121 Special Assessments Interest 5,873 4,312 2,131 1,168 4,122 0 361122 Special Assessments Penalties 1,610 1,884 0 0 15,066 0 363150 Special Assessments-Riverfi'ont 31,756 20,676 18,680 8,391 28,424 0 TOTAL MISCELLANEOUS REVENUE 42,029 28,517 21,354 10,052 48,216 0 NON-REVENUE SOURCES 389991 Appropriation from PY Fund Balance 22,538 36,024 60,884 0 0 0 TOTAL NON-REVENUE SOURCES 22,538 36,024 60,884 0 0 0 TOTAL DEBT SERVICE FUND 64,567 64,541 82,238 10,052 48,216 0 SPECIAL ASSESSMENT REVENUE BONDS DEBT SERVICE FUND EXPENDITURES Code: 201051 Actual FY 04-05 Account FY 01/02 FY 02-03 FY 03/04 to FY 03/04 Adopted Number Description .Actual Actual Budget 03/31/04 Proiected Budget OPERATING EXPENDITURES 534120 Postage 189 133 130 128 128 0 ~34910 Clerk of Court Filing Fees 12 36 30 0 24 0 TOTAL OPERATING EXPENDITURES 201 169 160 128 152 0 DEBT SERVICE 707121 Principal - Revenue Bond 1996 53,602 56,684 77,615 77,615 77,615 0 707221 Interest- Revenue Bond 1996 10,764 7,688 4,463 4,376 4,376 0 TOTAL DEBT SERVICE 64,366 64,372 82,078 81,991 81,991 0 TOTAL DEBT SERVICE FUND 64,567 64,541 82,238 82,119 82,143 0 163 DISCRETIONARY SALES SURTAX REVENUE BONDS DEBT SERVICE FUND This debt service fund is used to record debt service payments associated with the Discretionary Sales Surtax Revenue Bonds, Series 2003 and Series 2003A. The discretionary sales tax backed revenue bonds are for fifteen (15) years. DISCRETIONARY SALES SURTAX REVENUE BONDS DEBT SERVICE FUND REVENUE Code: 230010 Actual FY 04-05 a. ccount FY 01/02 FY 02-03 FY 03/04 to FY 03/04 Adopted Number Description Actual Actual Budget 03/31/04 Proiected Budget MISCELLANEOUS REVENUE 361100 Interest Income 0 (262) 0 (130) (123) 0 361105 SBA Interest Earnings 0 1,030 0 2,411 3,116 3,000 361999 Accrued Interest 0 0 0 0 0 0 ¥OTAL MISCELLANEOUS REVENUE 0 768 0 2,281 2,993 3,000 NON-REVENUE SOURCES 381130 InterfundTrfr from 130 DST 0 389,390 842,702 417,352 842,702 1,030,844 384090 Debt Proceeds-Pub FacDebt 0 296,000 126,780 126,780 126,780 0 YOTAL NON-REVENUE SOURCES 0 685,390 969,482 544,132 969,482 1,030,844 YOTAL DEBT SERVICE FUND 0 686,158 969,482 546,413 972,475 1,033,844 DISCRETIONARY SALES SURTAX REVENUE BONDS DEBT SERVICE EXPENDITURES Code: 230051 Actual FY 04-05 kccount FY 01/02 FY 02-03 FY 03/04 to FY 03/04 Adopted ~lumber Description Actual Actual Budget 03/31/04 Proiected Budget OPERATING EXPENDITURES 535205 Bank Charges 0 0 300 0 300 300 I'OTAL OPERATING EXPENDITURES 0 0 300 0 300 300 DEBT SERVICE 707130 Principal- DST Series 2003 0 0 485,000 0 485,000 650,000 707230 Interest-DST Series 2003 0 0 337,702 140,696 321,770 380,844 707300 Other Debt Service Costs 0 0 0 0 1,300 0 707330 Cost of Iss-DST Series 2003 0 292,396 124,780 107,369 107,369 2,700 707331 Discount - DST Series 2003 0 929 2,000 2,204 2,204 0 909990 Unappropriated 0 392,833 19,700 0 54,532 0 I'OTAL DEBT SERVICE 0 686,158 969,182 250,269 972,175 1,033,544 YOTAL DEBT SERVICE FUND 0 686,158 969,482 250,269 972,475 1,033,844 164 SEBASTi NI FLORIDA 0 4i200 NUA BUDGETI STORMWATER UTILITY REVENUE BONDS DEBT SERVICE FUND This debt service fund is used to record debt service payments associated with the Stormwater Utility Revenue Bonds, Series 2003. The stormwater utility tax backed revenue bonds are for nineteen (19) years. STORMWATER UTILITY REVENUE BONDS DEBT SERVICE FUND REVENUE Code: 263010 Actual FY 04-05 Account FY 01/02 FY 02-03 FY 03/04 to FY 03/04 Adopted Number Description Actual Actual Budget 03/31/04 Pro]ected Budget MISCELLANEOUS REVENUE 361100 Interest Income 0 0 0 (32) 37 37 361150 SBA Interest Earnings 0 0 0 98 252 264 TOTAL MISCELLANEOUS REVENUE 0 0 0 66 289 301 NON-REVENUE SOURCES 381163 Interfund Trfr from 163 SUF 0 0 209,387 417,352 209,387 441,672 384263 Debt Proceeds ~ Stormwater Series 2003 0 0 230,000 230,000 230,000 0 TOTAL NON-REVENUE SOURCES 0 0 439,387 647~352 439,387 441,672 TOTAL DEBT SERVICE FUND 0 0 439,387 647,418 439,676 441,973 STORMWATER UTILITY REVENUE BONDS DEBT SERVICE FUND EXPENDITURES Code: 263051 Actual FY 04-05 Account FY 01/02 FY 02-03 FY 03/04 to FY 03/04 Adopted Number Description Actual .Actual Budget 03/31/04 Pro[ected Budget DEBT SERVICE 707163 Principal- Stormwater Series 2003 0 0 105,000 0 105,000 235,000 707263 Interest - Stormwater Series 2003 0 0 104,387 0 104,386 206,672 707360 Cost of Iss-Stormwater Series2003 0 0 214,586 204,269 204,269 301 707361 Discount - Stormwater Series 2003 0 0 15,414 15,414 15,414 0 909990 Unappropriated 0 0 0 0 0 0 TOTAL DEBT SERVICE 0 0 439,387 219,683 42%069 441,973 TOTAL DEBT SERVICE FUND 0 0 439,387 219,683 429,069 441,973 165 i~itY OF sEBASTi~' FLORIDA 20'~4/2005 ANNUA~ ~~?] CITY OF HOME OF PELICAN ISLAND This Page Intentionally Left Blank 166 I~iT~ OF SEB~STIANi Fi~~ 2004i2005 ANN~L BuDG~TI CAPITAL IMPROVEMENT FUND SOURCES AND USES OF FUNDS FOR FISCAL YEAR 2004 - 2005 REVENUES BY SOURCE CDBG Grant Fund N 27% Airport Fund / .2% Other Sources Local Option 15% Gas Tax Discretionary Sales Tax 27% Stormwater ~Impact Fee Utility Fee 15% 6% USES OF FUNDS Public Safety 2% Airport 18% ~"- " Stormwater / 8% Debt Service 6% Recreation Facilities 16% Roads / 50% 167 SEBAsTiAN F 6mDX 2004/2°°5 BUDGETI The Capital Improvement Fund includes all of the City's "Pay as you go" and loan funded Capital Improvement Projects. Funding for Capital Improvement Projects is provided from other City funds, loan proceeds and miscellaneous revenue. Capital project expenditures are accounted for in Capital Project Funds, the Golf Course Projects Fund and the Airport Projects Fund, but they are presented in a consolidated mariner in the budget document to facilitate review of capital projects as a whole. CAPITAL IMPROVEMENT FUND REVENUES BY SOURCE Local Option Gas Tax Fund Discretionary Sales Tax Fund Recreation Impact Fee Fund Stormwater Utility Fund Airport Fund CDBG Grant Fund* Grants and Other Sources TOTAL $ 240,000 651,193 349,000 142,790 3,750 644,000 352,790 $ 2,383,523 CAPITAL IMPROVEMENT FUND EXPENDITURES BY TYPE Roads $ 1,194,000 Recreation Facilities 389,000 Stom~water Utilties 185,580 Airport 420,250 Public Safety 40,000 Sub-total Capital Projects $ 2,228,830 Debt Service 154,693 TOTAL $ 2,383,523 * CDBG Grant Fund represents a grant award to be received in FY 2004-2005. The grant award is designated to the Louisiana Avenue improvements. 168 ICITY OF SEBASTIAN, FLORIDA2004!2005 ANNUAL BUDGETI CAPITAL IMPROVEMENTS BY PROJECT AND FUNDING SOURCE Road [morovements Road Paving Main Slreet Improvements Design &resurface I mile Easy Stsect Renovation Design & resurface 1 mile Louisiana Avenue Impmvermmts Local Discretionary. Recreation Stornm'ater Option Gas Sales Impact Utility Airport CDBG Other Tax Fund Tax Fund Fee Fund Fee Fund Fund Grant Fund Sources 150,000 90,000 Recreation Facilities Stonecrop Street Park (Zone D) Parks Maintenance Building Lighting fi~r Football Field & Basketball Court at BSSC Community Center Improvements Recreation Program Enhancements to include, small playground, small gazebo, fen(rog, 20 bosu balls and 2 racks, scaler net and frame. Blossom Park Development Historic Train Depot Relocation (Estimated Costs are not available at time of budget). Stormwater Utilities ladia~ River Drive / Davis Street Nutrient Separating Baffle Box Quality Improvement Projects Airport lastall Fuel Tanks & Wash Rack Rehab Airport Taxiway "A" Entitlements New Municipal Airport Furniture Public Safety Boat Lift. Debt Service Heavy Equipment Lease 110,000 200,000 40,000 Total 150,000 200,000 200,000 40,000 644,000 644,000 60,000 60,000 40,000 218,000 218,000 41,000 41,000 30,000 30,000 42,790 42,790 85,580 100,000 100,000 160,000 200,000 3,750 150,000 153,750 66,500 66,500 40,000 40,000 154,693 154,693 $ 240,000 $ 651,193 $ 349,000 $ 142,790 $ 3,750 $ 644,000 $ 352,790 $ 2,383,523 169 ]CIT~ OF SEBASTIAN, FLORIDA 2004/2005 ~xiNNuAL BUDGETI CAPITAL IMPROVEMENT FUND SOURCE OF "OTHER" FUNDS SOURCE OF "OTHER" FUNDS Nutrient Separating Baffle Box St. Jotm's River Water Management District Install Vertical Guidance System Florida Departmem of Transportation Rehab Airport Taxiway "C" Federal Aviation Administration Florida Department of Transportation TOTAL SOURCES OF "OTHER" FUNDS AMOUNT 42,790 160,000 146,250 3,750 $ 352,790 170 MUNICIPAL GOLF COURSE The Sebastian Golf Course is located in the City of Sebastian off of Main Street at the West entrance to the Airport and provides recreational enjoyment for the citizens of Sebastian and the surrounding communities. The facility includes an 18-hole golf course that is 6,717 yards in length and par 72, driving range, putting and chipping green, restaurant, lounge, and fully stocked Pro Shop. The Golf Course is established as an enterprise fund of the city. The fund is divided into three areas: Administration, Green Division, and Carts Division. GOLF COURSE SUMMARY OF REVENUE / EXPENDITURES Description Actual FY 04/05 FY 01/02 FY 02/03 FY 03/04 to FY 03/04 Adopted Actual Actual Budget 03/31/04 Proiected Budget Total Revenues $ 1,385,635 $ 1,400,152 $ 1,554,611 $ 969,921 $ 1,483,092 $ 1,554,614 Total GC Administration Division 641,411 Total GC Greens Division 550,170 Total GC Carts Division 96,630 607,815 853,046 300,132 845,253 876,927 536,741 595,039 306,415 533,972 568,466 93,328 106,526 39,885 106,276 109,221 Total Expenses $ 1,288,212 $ 1,237,884 $ 1,554,611 $ 646,432 $ 1,485,501 $ 1,554,614 Net Revenue over (Expenses) $ 97,424 $ 162,268 $ $ 323,489 $ (2,409) $ GOLF COURSEFUNDREVENUE Code:410010 Ilae Fiscal Year 2004-2005 adopted budget for Golf Course fund revenue is $1,540,520. This compares to the 2003-04 projected Golf Course fund revenue of $1,483,092, an increase of $71,522 or 4.82%. Projected Adopted FY 01/02 FY 02/03 FY 03-04 FY 03-04 FY 04/05 Description Actual Actual Budget Revenue Budget Difference Charges for services $1,365,025 $1,386,315 $1,484,154 $1,472,092 $1,516,674 $ 44,582 Non-operating revenues 20,610 13,837 70,457 11,000 37,940 26,940 Totalrevenues andother sources $1,385,635 $1,400,152 $1,554,611 $1,483,092 $1,554,614 $ 71,522 Fiscal Year 04-05 Adopted Budget: Major Current Level Changes from 2003-04 Projected Revenue: Difference 1. Charges for services - Increase due to a projected increase in cart and greens fees, resident/nonresident fees, and club house rents for a CPI increase in accordance with the lease contract. $ 44,582 2. Non-operating revenes- Net increase results from mount needed to balance the budget from retained earnings appropriation. $ 26,940 171 GOLF COURSE REVENUE Code: 410010 Account Number Description CHARGES FOR SERVICES 347501 Green Fees 347502 Cart Rentals 347510 Driving Range Fees 347512 Club Storage Fees 347513 Club Rentals Fees 347521 Membership Fees 347522 Handicap Fees 347523 Resident Card Fees 347530 Non-Taxable Sales 347540 Pro Shop Sales 347541 Cost of Sales-Pro Shop 362100 Rents and Royalties 369900 Other Miscellaneous Revenues 369941 Sales Tax Commissions 369945 Pro Lesson Fees 369995 Cash Over/Short TOTAL CHARGES FOR SERVICES NON-OPERATING REVENUE 361100 Interest Earnings 361105 SBA Interest Earnings 364100 Sale of Fixed Assets 369200 Insurance Proceeds 389995 Appr. from PY Retained Earnings TOTAL NON-OPERATING REVENUE TOTAL REVENUES FY 01/02 Actual 432,525 701,410 38,180 757 758 105,240 5,670 22,256 80 80,186 (57,514) 29,798 2,619 360 2,630 72 1,365,025 718 19,635 (233) 490 0 20,610 1,385,635 FY 02/03 Actual 457,660 693,341 45,259 633 2,006 87,014 5,520 27,225 151 80,246 (51,287) 29,476 3,774 360 4,930 7 1,386,315 (41) 13,878 0 0 0 13,837 1,400,152 FY 03/04 Budget 516,029 715,000 48,500 750 2,000 90,000 5,625 30,300 90 80,000 (40,000) 30,000 2,000 360 3,500 0 1,484,154 1,585 17,146 0 0 51,726 70,457 1,554,611 Actual to 03/31/04 329,674 460,877 26,946 675 1,252 74,648 6,210 35,022 112 36,904 (26,455) 14,346 1,736 180 2,505 (10) 964,622 (45) 5,344 0 0 0 5,299 969,921 FY 03/04 Proiected 516,029 715,000 49,000 675 2,200 76,648 6,300 35,100 175 80,000 (45,000) 29,105 3,000 360 3,500 0 1,472,092 0 11,000 0 0 0 11,000 1,483,092 FY 04/05 Adopted Budget 525,000 750,000 50,000 675 2,200 69,789 6,750 41,900 200 81,000 (50,000~ 32,000 3,000 360 3,800 0 1,516,674 0 14,000 0 0 23,940 37,940 1,554,614 172 GOLF COURSE ADMINISTRATION Administration plans, organizes, directs, evaluates and monitors the entire golf operation including, but not limited to customer service, golf shop operations, accounting, golf course maintenance, advertising and promotions, increasing golf rounds, tournament operations and promoting the game of golf through junior clinics, adult private lessons and league tournament play. This division handles all computer operations, monies, and reconciles and balances all cash operations, as well as point of sale, tee times and the web site. FISCAL YEAR 2004 ACCOMPLISHMENTS Over 500 junior golfers attended Wednesday free clinics, and introduced several to the gmne for the first time. Sebastian Junior Golf Academy (offered during summer) had over 112 junior golfers in attendance. Golf rounds (as of March 31, 2004) at 34,944, an increase of 711 rounds over last year at the same time. On track to do 68,000 rounds for year. Total revenue (as of March 31, 2004) at $972,319, and increase of $76,624 over last year at the same time. Ontrack for $1.5 millionin total revenue for year. Over 50 "outside" tournaments offered, including charitable, corporate and league events. All weekly leagues showing modest increase in players including Monday league, Business league, SMGA, SWGA and Couples. Sebastian premier golf tournament, The Sebastian Open, was a huge success with over 150 players competing. Total golf shop sales (as of March 31, 2004 at $21,046, an increase of $3,000 over last year at the same time. All golf staff offering excellent customer service and friendliness to customers. FISCAL YEAR 2005 GOALS & OBJECTIVES Entertain over 70,000 rounds of golf (9 & 18 hole combined) Continue to offer professionally operated tournaments and leagues Continue to offer a comprehensive Junior Golf Program Offer a competitive golf shop complete with customers stated and unstated needs and wants Through articles and educational materials, continue to work with all golf staff regarding unsurpassed customer service and professionalism 173 ICiTY Fi 0RIDA 2°04/2°°5 BUDGETI PERFORMANCE MEASUREMENT ~ERVICE PROGRAM NUMBER OF ANNUAL FEES SOLD 5ingle Resident gingle Non-Resident Family Resident Family Non-Resident Resident/Discount Cards tOTAL ANNUAL FEES SOLD NUMBER OF ROUNDS PLAYED Annual Fee Rounds Daily Fee Rounds tOTAL NUMBER OF ROUNDS PLAYED Actual Actual Projected Projected 2001-02 2002-03 2003-04 2004-05 71 63 63 50 38 24 26 14 42 40 40 32 18 10 10 10 890 855 900 1,150 1,059 992 1,039 1,256 13,087 10,988 12,000 10,000 47,122 52,340 55,000 58,000 60,209 63,328 67,000 68,000 PROGRAM BUDGET DESCRIPTION FOR THE SEBASTIAN GOLF COURSE STAFFING NATURE OF ACTIVITY 03/04 04/05 20.00% 20.00% General Supervision - Provide effective, responsive and professional management, direction :ontrol of daily golf operations, including training and forethought for innovative ant ,ractical improvements. 20.00% 20.00% Pr_..qo Shop - Provide friendly, consistent quality service to the public. The result of this direc :ontact combined with the amenities offered, produces customer satisfaction. 20.00% 20.00% Control of Course Play - Provides for orderly starting of play, the speed and flow of play md prevention of flee play and abuse to golf course grounds. Th_is enhances the enjoyment o: ~he game as well as promoting return play. 20.00% 20.00% Golf Course Administration - Supervise all Golf Course operations, preparation of budget mpervision of capital improvement programs. 20.00% 20.00% Promote the Game of Golf - Sebastian Golf Course and the City of Sebastian through gol: instruction, junior and adult clinic, golf tournaments, charity events, speaking engagements ~dvertisements, and other creative measures to atlract and promote return play to Sebastiax ,qolf Course 100.00% 100.00% 174 ]C!TY OF SEbASTiAN, FL0 DA 2004/2005 ANNUAL BUDGEq GOLF COURSE ADMINISTRATION BUDGET SUMMARY ]?he Fiscal Year 2004-2005 adopted budget for Golf Course Administration is $876,927. Th/s compares to the 2003- 94 projected expenses of $845,253, an increase of $31,674 or 3.7%. Projected Adopted FY 01-02 FY 02-03 FY 03-04 FY 03-04 FY 04-05 Actual Actual Budget Expenses Budget Difference DersonalServices $ 241,667 $ 247,140 $ 284,481 $ 284,481 $ 299,181 $ 14,700 ~)perating Expenses 283,826 223,267 257,675 254,482 269,906 15,424 Uapital Outlay 3,116 1,150 1,150 Debt Service 112,803 137,408 310,890 306,290 306,690 400 Non-Operating total $ 641,411 $ 607,815 $ 853,046 $ 845,253 $ 876,927 $ 31,674 Fiscal Year 04-05 Adopted Budget: Major Current Level Changes from Fiscal Year 2003-04 Projected Expenses: Difference l. Personal Services - Increase mainly due to an estimated 24% increase in health insurance premiums, a 5.5% increase for CWA employees per CWA Union Contract and exempt employess per Management Benefits Package, and an increase in deferred compensation and worker's compensation premiums which are wage driven. $ 14,700 2. Operating Expenses - Net increase results from conversion to county water, outsource of janitorial services and a rise in the annual support for the Computer Golf Software. $ 15,424 3. Capital Outlay - Increase due to replacement computer. $ 1,150 ~1. Debt Service - Increase in accordance with debt service schedule. $ 400 5. Non-Operating - No change. $ 175 PERSONAL SERVICES SCHEDULE GOLF COURSE ADMINISTRATION AND PRO SHOP POSITION Golf Course Director Head Golf Professional Asst. Head Golf Professional Head Cashier Administrative Secretary Assistant Cashier (P/T) Cashier (TEMP) Ranger/Starter (6 P/T) Ranger/Starter (2 TEMP) PAY RANGE GRADE F/T/E POSITION YEARS 02-03 03-04 04-05 51,386/92,808 81E 1.00 1~00 1.00 31,401/56,713 29E 1.00 1.00 1.00 16,405/29,629 11 0.00 1.00 0.00 22,661/40,929 18 1.00 1.00 1.00 11,331/20,465 18 0.50 0.50 0.50 8,203/14,815 11 1.50 1.00 1.00 0.50 0.00 0.50 6312/11,400 9 3.00 3.00 3.00 1.50 1.50 1.00 Projected Expense 03-04 $ 55,4OO 33,100 17,000 28,700 18,000 13,700 36,500 10,000 9.00 9.00 8.00 TOTAL SALARIES $ 202,400 Adopted Budget 04-05 $ 58,500 35,000 31,500 20,000 14,100 8,300 43,300 11,000 $ 202,400 TEMPORARY SALARIES 10,000 19,300 Overtime 1,500 1,500 Lesson Bonus 6,000 2,850 FICA Taxes 16,822 17,293 Deferred Compensation 12,672 11,642 Group Health Insurance Premium 20,981 23,004 Dependant Health Ins Premium 6,334 9,833 Employee Assistance Program 300 300 Worker's Comp Insurance 6,472 10,059 Unemployment Insurance 1,000 1,000 TotalPersonalServices $ 284,481 $ 299,181 ~'APITAL OUTLAY SCH]gDULE GOLF COURSE ADMINISTRATION AND PRO SHOP Priorit~ .Number Description 2004-05 1 Computer $ 1,150 2 Flooring EXPENDITURES PER FISCAL YEAR 2005-06 2006-07 2007-08 2008-09 TOTAL $ $ $ $ 1,150 6,000 6,000 $ 1,150 $ 6,000 $ $ $ $ 7,150 176 ]CITY OF SEBASTIAN, FLORIDA 2004/2005 ANNUAL BUDGETI GOLF COURSE ADMINISTRATION DIVISION Code: 410110 Number Description PERSONAL SERVICES: 511200 Regular Salaries 511300 Temporary Salaries 511400 Overtime 511500 Lesson Bonus 512100 FICA Taxes 12225 Deferred Compensation 12301 Group Health Insurance Premium 12305 Dependant Health Ins Premium 512309 Employee Assistance Program 512400 Worker's Comp Insurance 512500 Unemployment Insurance YOTAL PERSONAL SERVICES DPERATING EXPENSES: 533100 Professional Services 533200 Audit Fees 533201 Admin Services provided by GF 533400 Other Contractual Services 533410 Environmental Services 533415 Janitorial Services 533420 PesffWeed Control 533440 Electronic Security Services 534000 Travel and Per Diem 34101 Telephone 34105 Cellular Telephone 34110 Internet Access 534120 Postage 534310 Electric 534320 Water/Sewer 534380 Trash Pickup/Hauling, Etc. 534445 Airport Property Lease 534500 Insurance 534610 R & M - Buildings 534630 R & M - Office Equipment 534650 R & M-Radio 534845 Golf Course Promotions 534846 Golf Course Advertising 535200 Departmental Supplies 35205 Bank Charges 35210 Computer Supplies 35220 Cleaning Supplies 535230 Small Tools and Equipment 535250 Building Supplies 535270 Uniforms and Shoes 535410 Dues and Memberships 535420 Books and Publications 535450 Training and Education 535710 Non-Ad Valorem Tax FOTAL OPERATING EXPENSES CAPITAL OUTLAY: 606400 Vehicles and Equipment TOTAL CAPITAL OUTLAY DEBT SERVICE: 707145 Principal - Golf Course 707245 Interest ~ Golf Course TOTAL DEBT SERVICE TOTAL GOLF COURSE ADMINIST1L4,TION FY 01/02 Actual 185,064 0 1,193 1,125 13,870 9,448 12,890 5,291 252 11,892 642 241,667 0 7,180 38,088 75 1,813 1,440 168 381 0 6,041 0 1,805 145 29,262 573 1,545 120,000 34,386 4,105 3,132 220 3,075 5,406 2,449 16,187 612 1,171 208 115 271 913 128 0 2,935 283,826 3,116 3,116 0 112,803 112,803 641,411 FY 02/03 Actual 188,123 0 1,502 3,938 14,322 10,407 13,294 5,508 257 8,952 837 247,140 0 3,331 5,088 0 1,794 690 126 478 24 2,256 0 0 102 31,927 525 1,147 120,000 10,871 3,120 921 0 2,075 8,900 4,047 18,740 741 2,055 0 85 230 931 133 0 2,930 223,267 0 137,408 137,408 607,815 FY 03/04 Budget 202,400 10,000 1,500 6,000 16,822 12,672 20,981 6,334 300 6,472 1,000 284,481 0 2,709 38,088 0 2,500 0 200 480 50 2,962 0 0 200 30,840 587 0 120,000 13,036 7,000 750 250 2,500 7,500 3,500 16,800 750 1,300 250 250 250 1,000 150 750 3,023 257,675 230,000 80,890 310,890 853,046 Actual to 03/31/04 93,275 0 1,316 1,500 7,013 5,062 9,525 3,965 129 6,674 0 128,459 1,075 2,779 19,044 0 1,053 0 56 191 0 2,298 0 89 35 14,915 257 0 60,000 11,002 4,229 251 0 1,618 4,860 1,361 4,348 410 799 0 0 13 0 145 0 2,700 133,528 0 0 0 38,145 38,145 300,132 FY 03/04 Proieeted 202,400 10,000 1,500 6,000 16,822 12,672 20,981 6,334 300 6,472 1,000 284,481 1,075 2,779 38,088 0 2,500 0 168 400 0 2,562 240 89 200 30,840 587 0 120,000 13,036 5,925 1,575 0 2,500 7,500 3,000 15,000 750 1,300 0 100 200 650 145 250 3,023 254,482 0 0 230,000 76,290 306,290 845,253 FY 04/05 Adopted Budget 202,400 19,300 1,500 2,850 17,293 11,642 23,004 9,833 300 10,059 1,000 299,181 1,075 2,779 38,088 0 2,000 3,600 168 400 2OO 2,202 360 100 200 31,000 13,925 0 120,000 13,036 5,000 2,200 0 2,500 7,000 3,000 15,000 750 1,100 0 100 200 700 0 200 3,023 269,906 1,150 1,150 240,000 66,690 306,690 876,927 177 ICITy oF SEBAS Ni 2004/2005 GOLF COURSE GREENS DIVISION The Golf Course Greens Division is responsible for administration of an independent golf course maintenance contract which will ensure that the overall care and quality of the golf course is compatible to maintaining high standards, thus ensuring a quality golf course with excellent turf conditions which will guarantee repeat play from our customers. FISCAL YEAR 2004 ACCOMPLISHMENTS Additional repairs made to maintenance facility including improved over-hang and employee meeting room. Continued work completed on swale clearing and Brazilian pepper tree removal. Golf Course condition remained in excellent shape and playability. Additional trees in appropriate areas and landscape plants added to each tee bed and front entrance. Porch added to east side of clubhouse, landscape plants and irrigation added to compliment new porch. On course restroom facilities painted and upgraded. FISCAL YEAR 2005 GOALS AND OBJECTIVES Continue identifying areas that need improvement and carry out plans to improve such areas on the golf course Add irrigation to key spots on driving range. Track and monitor all equipment preventative maintenance and repairs Continue to evaluate horticultural and turf practices in order to produce the best possible playing conditions. Add new tees on holes 9 & 13. PERFORMANCE MEASURES Projected Performance Indicators 2004/2005 Greens (Acres) 3.75 tees (Acres) 4.5 Fairways (Acres) 35 Rough (Acres) 60 land Bunkers (Acres) 5 Lakes and Ponds (Linear Feet) 10000 Non-Play Area (Acres) 18 Holes Maintained 18 PROGRAM BUDGET DESCRIPTION FOR THE GOLF COURSE GREENS DIVISION STAFFING NATURE OF ACTIVITY 03/04 04/05 70.00% 75.00% Golf Course Maintenance - Provide administrative oversight of independent golf cours{ maintenance contract which provides daily turf care resulting in the quality appearance auc ,layability of the golf course. Keeping the golf course in the best possible condition throughou the year adds to the enjoyment of the customers and insures return play. 30.00% 25.00% Equipment Maintenance - Continue tracking equipment use and repair to insure prope: maintenance and useabiltiy of equipment. 100.00% 100.O0°A 178 [12ITY OF sEBASTi , FLORIDA 2004/2005 ANNUAL BUD E GOLF COURSE GREENS DIVISION BUDGET SUMMARY The Fiscal Year 2004-2005 adopted budget for Golf Course Greens Division is $568,466. This compares to the 2003-04 projected expenses of $533,972, an increase of $34,494 or 6.5%. Operating Expenses Capital Ouilay Non-Operating Total Projected Adopted FY 01-02 FY 02-03 FY 03-04 FY 03-04 FY 04-05 Actual Actual Budget Expenses Budget Difference $ 518,514 $ 524,319 $ 551,839 $ 533,972 $ 533,572 $ (400) 31,656 1,100 43,200 20,800 20,800 11,322 14,094 14,094 $ 550,170 $ 536,741 $ 595,039 $ 533,972 $ 568,466 $ 34,494 Fiscal Year 04-05 Adopted Budget: Major Current Level Changes from Fiscal Year 2003-04 Projected Expenses: 1. Operating Expenses - Net decrease results fi.om reductions in R & M Buildings. 2. Capital Outlay - Increase for needed replacement of equipment.. 3. Non-Operating - Increase due to emergency contingency fund. Difference $ (400) $ 20,800 $ 14,094 CAPITAL OUTLAY SCHEDULE GOLF COURSE GREENS DMSION Priority Number Description 1 Progressive Mower 2 Carry All 3 Tractor 4 Rotary Mower 5 Mig Welder 6 Greens Mower 7 Toro Sand Pro EXPENDITURES PER FISCAL YEAR 2005-06 2006-07 2007-08 2008-09 2009-10 $ 15,000 $ - $ $ - $ 18,000 $ 5,800 7,800 14,000 17,000 3,000 22,000 10,000 TOTAL 33,000 13,600 14,000 17,000 3,000 22,000 10,000 $ 20,800 $ 14,000 $ 20,000 $ 29,800 $ 28,000 $ 112,600 179 GOLF COURSE GREENS DIVISION Code: 410120 Account Number Description OPERATING EXPENSES 533440 533445 534310 534610 534640 534680 534685 535200 535220 535230 535250 Electronic Security Services Groundskeeping Service Electric R & M - Buildings R & M-Operating Equipment R & M - Irrigation Systems R & M - Grounds Maintenance Departmental Supplies Cleaning Supplies Small Tools and Equipment Building Supplies TOTAL OPERATING EXPENSES CAPITAL OUTLAY 606400 Vehicles and Equipment TOTAL CAPITAL OUTLAY NON-OPERATING EXPENSES 909541 Intrafund Trfr to GC Capital 909901 Contingency TOTAL NON-OPERATING EXPENSES TOTAL GREENS DMSION FY 01/02 Actual 386 475,349 18,129 1,863 8,241 9,933 996 3,068 199 272 76 518,514 31,656 31,656 0 0 0 550,170 FY 02/03 Actual 378 482,479 15,930 2,254 6,989 12,382 1,438 2,039 349 70 11 524,319 1,100 1,100 11,322 0 11,322 536,741 FY 03/04 Budget 450 498,439 19,500 2,000 13,000 14,000 1,450 2,250 250 250 250 551,839 43,200 43,200 0 0 0 595,039 Actual to 03/31/04 221 281,446 7,399 1,391 5,910 7,231 1,359 1,433 0 25 0 306,415 0 0 306,415 FY03/04 Proiected 45O 482,472 18,000 2,000 13,000 14,000 1,450 2,250 100 150 100 533,972 0 0 0 0 533,972 FY 04/05 Adopted Budget 45O 482,472 18,000 1,500 13,000 14,000 1,500 2,300 100 150 100 533,572 20,800 20,800 0 14,094 14,094 568,466 180 [CITY OF SEBASTIAN, FLORIDA 2004/2005 ANNUAl. BUDGET[ GOLF COURSE CARTS DIVISION The Golf Course Carts Division many times provides the first and last contact with customers. They maintain golf carts in operational and clean condition for customers, services driving range and water station, maintains and cleans all surrounding areas including the cart barn, cart staging area, cart wash area, starter station, locker room and driving range. Facilitates preventative maintenance on golf carts including batte~ checks, greasing and tire pressure. FISCAL YEAR 2004 ACCOMPLISHMENTS ,/ Maintained fleet of 86 electric golf cars, including 516 batteries and 344 tires. · / Maintained, cleaned and kept organized the following areas: cart barn, startm' station, water station, locker room, driving range tee and surrounding areas ,/ Maintained and cleaned driving range practice golf balls, driving range cart and ranger cart. ~' Maintained a high level of customer service. FISCAL YEAR 2005 GOALS AND OBJECTIVES Continue to maintain carts, complete with detailing, battery maintenance, tires, etc. Continue to maintain cart bam, starter's station, water station & surrounding areas Continue to maintain driving range bails, keeping good shape, presentable for public use. Continue to provide the best possible customer service. PERFORMANCE MEASURES Projected Performance Indicators 2004/2005 Club Car Electric Golf Carts 84 rims Maintained 336 Grease Fittings Maintained 504 Range Carts 1 Ranger Carts 1 PROGRAM BUDGET DESCRIPTION FOR THE GOLF CART DIVISION ST`4FFING NATURE 0F,4 CTIVITY 03/04 04/05 40.00% 40.00% General Maintenance and Care of Golf Carts - Clean and maintain golf carts in operational condition for guests use and maintain operational cart barn. 30.00% 25.00% Golf Course Facilities - Maintenance and care of Cart Barn, Driving Range, Water Station and general area around Golf Shop and starter area. 30.00% 35.00% Customer Service - Provide unsurpassed customer service to our members quests. 100.00% 100.00% 181 GOLF COURSE CARTS DIVISION BUDGET SUMMARY The Fiscal Year 2004-2005 adopted budget for Golf Course Carts Division is $109,221. This compares to the 2003- 04 projected expenses of $106,276, a increase of $2,945 or 2.8%. Amended FY 01-02 FY 02-03 FY 03-04 Actual Actual Budget Projected Adopted FY 03-04 FY 04-05 Expenses Budget Difference $ 38,068 $ 39,166 $ 52,326 $ 52,326 $ 55,271 $ 2,945 58,561 54,162 54,200 53,950 53,950 $ 96,630 $ 93,328 $ 106,526 $ 106,276 $ 109,221 $ 2,945 Personal Services Operating Expenses Total Fiscal Year 04-05 Adopted Budget: Major Current Level Changes fi.om Fiscal Year 2003-04 Projected Expenses: Difference 1. Personal Services - Increase mainly due to a 5.5% increase for CWA employees per CWA Union Contract and an increase in worker's compensation premium which are wage driven. $ 2,945 2. Operating Expenses - No forecasted capital outlay for FY 2004-05. $ PERSONAL SERVICES SCHEDULE OLF COURSE CART DMSION POSITION olf Course Attendant ( 1 P/T) Zart Attendants (4) (P/T) Zart Attendants (TEMP) F/T/E Projected Adopted PAY POSITION Expense Budget RANGE GRADE 02-03 03-04 04-05 03-04 04-05 8,202/14,815 11 1.00 0.50 0.50 $ 13,000 $ 13,000 6,438/11,623 9 2.00 1.00 2.00 14,500 22,500 2.00 2.00 1.00 19,000 13,000 5.00 3.50 3.50 TOTAL SALARIES $ 46,500 $ 48,500 OVERTIME FICA EMPLOYEE ASSISTANCE PROGRAM WORKER'S COMPENSATION TOTAL PERSONAL SERVICES 600 300 3,603 3,733 92 92 1,531 2,646 $ 52,326 $ 55,271 182 CAPITAL OUTLAY SCHEDULE GOLF COURSE CART DIVISION Priority EXPENDITURES PER FISCAL YEAR Number Description 2004-05 2005-06 2006-07 2007-08 2008-09 TOTAL 1 Range Picker $ $ 2,200 $ $ $ $ 2,200 2 Ball Washer 1,800 1,800 3 Range Dispenser 4,200 4,200 $ $ 4,000 $ 4,200 $ $ $ 8,200 GOLF COURSE CARTS DIVISION Code: 410130 Actual FY 04/05 Account FY 01/02 FY 02/03 FY 03/04 to FY 03/04 Adopted Number Description Actual Actual Budget 03/31/04 Proiected Budget PERSONAL SERVICES 511200 Regular Salaries 34,862 35,476 27,500 6,762 27,500 35,500 511300 Temporary Salaries 0 0 19,000 5,111 19,000 13,000 511400 Overtime 458 860 600 529 600 300 512100 FICA Taxes 2,702 2,780 3,603 949 3,603 3,733 512309 Employee Assistance Program 46 50 92 38 92 92 512400 Worker's Comp Insurance 0 0 1,531 0 1,531 2,646 tOTAL PERSONAL SERVICES 38,068 39,166 52,326 13,389 52,326 55,271 OPERATING EXPENSES 534420 Equipment Leases 52,250 52,250 52,250 26,125 52,250 52,250 534610 R & M- Buildings 90 385 500 2 500 500 534640 R& M-OperatingEquipment 784 730 500 202 500 500 535200 Departmental Supplies 5,272 698 750 154 500 500 535220 Cleaning Supplies 57 60 100 13 100 100 535230 Small Tools and Equipment 108 39 100 0 100 100 I'OTAL OPERATING EXPENSES 58,561 54,162 54,200 26,496 53,950 53,950 CAPITAL OUTLAY 606400 Vehicles and Equipment 0 0 0 0 0 0 YOTAL CAPITAL OUTLAY 0 0 0 0 0 0 tOTAL CARTS DIVISION 96,630 93,328 106,526 39,885 106,276 109,221 183 ICi~'v 0F SEI~xsTI~ ~LORII>A :~004/~00~ ,~NNt~L B~DGI~Ti CIT~ OF HOME OF PELICAN ISLAND This Page Intentionally Left Blank 184 ]CITY OF SEBASTIAN, FLORIDA 2004/2005 ANNUAL BUDGET[ AIRPORT City of Sebastian operates a 625 acres municipal airport through the establishment of an enterprise fund. The airport property was deeded to the city in 1959 by the federal government. The main source of revenues to support the airport operations is lease revenue. The airport receives federal and state government grants to fund airport capital projects, which are accounted in city's capital improvement fund. Since the year 2000, the Airport has been involved in over $10 million in capital improvements, all of which to better develop the facilities and economic growth. AIRPORT FUND REVENUE Code: 450010 rte Fiscal Year 2004-2005 adopted budget for Airport fund revenue is $275,255. This compares to the 2003-04 projected Airport fund revenue of $244,685, an increase of $30,570 or 12.5%. Projected Adopted FY 01-02 FY 02-03 FY 03-04 FY 03-04 FY 04-05 Description Actual Actual Budget Revenue Budget Difference Operating revenue 178,743 167,676 206,664 204,665 267,235 62,570 hntergovernmental 32,000 32,000 (32,000) Non-operating revenues 11,215 7,953 19,285 8,020 8,020 Total revenues and other sources 189,958 175,629 257,949 244,685 275,255 30,570 Difference $ 62,570 Fiscal Year 04-05 Adopted Budget: Major Current Level Changes from Fiscal Year 2003-04 Projected Revenue: 1. Operating revenue - Increase due to additional projected revenues associated with airport lease agreements. 2. Intergovernmental - Decrease results from the fact there have been no approved grants awarded as of this date. $ (32,000) 3. Non-operating revenues - No forecasted increase in interest earnings. $ 185 ICITY °F' ' ' BASTiAN, FLORIDA 2004/2005 ANNUAL AIRPORT REVENUE ~ode: 450010 Account Number Description )PERATING REVENUE ~625XX Rents and Royalties ~69900 Other Miscellaneous Revenues TOTAL OPERATING REVENUE NON-OPERATING REVENUE: INTERGOVERNMENTAL SOURCES 334451 Airport - FDOT JPA Revenue TOTAL INTERGOV'T SOURCES OTHER NON-OPERATING REVENUE: 361100 Interest Earnings 361105 SBA Interest Earnings 364100 Sale of Fixed Assets 389995 Appr. from PY Retained Earnings TOTAL OTHER NON-OPERATING REVENUE TOTAL NON-OPERATING REVENUES TOTAL AIRPORT REVENUES FY 01/02 Actual 167,061 11,682 178,743 0 0 448 10,767 0 0 11,215 11,215 189,958 FY 02/03 Actual 160,695 6,981 167,676 0 0 (42) 7,995 0 0 7,953 7,953 175,629 FY03/04 Budget 200,660 6,004 206,664 32,000 32,000 851 12,188 0 6,246 19,285 51,285 257,949 Actual to 03/31/04 83,447 3,207 86,654 32,000 32,000 (10) 3,910 0 0 3,900 35,900 122,554 FY03/04 Proiected 198,661 6,004 204,665 32,000 32,000 20 8,000 0 0 8,020 40,020 244,685 FY 04/05 Adopted Budget 261,235 6,000 267,235 20 8,000 0 0 8,020 8,020 275,255 186 ]CITY OF SEBASTIAN, FLORIDA 2004/2005 ANNUAL BUDGETI AIRPORT ADMINISTRATION The Airport Director is responsible for Airport Operations and compliance issues with the Federal Aviation Administration and the Florida Department of Transportation; airport related capital improvement programs execution and monitoring, tenant relations, and economic development of Corporate Park West and other airport properties. FISCAL YEAR 2004 ACCOMPLISHMENTS Completed installation of security upgrades and access control system. Completed infrastructure improvements to Airport Drive West and East. Coordinated the installation of underground, three-phase power. Completed T-Hanger development. Facilitated the leasing of 23 acres of airport property for commercial development. Completed the reconstruction of Runway 9-27 and parallel taxiway. Secured over $1.6 million in grant funding from the Florida Department of Transportation (FDOT) and the Federal Aviation Administration. FISCAL YEAR 2005 GOALS AND OBJECTIVES Administration of the Airport in accordance with Federal, State and Local regulations. Revise Joint Automated Capital Improvement Program (JACIP), via partnership with Florida Department of Transportation and Federal Aviation Administration. Coordination of safety and logistics associated with airport construction activities. Monitoring of airport lease agreements with Finance and Legal departments. Promotion of open and positive relations with airport users and citizens. Complete construction of Airport, Public Works, Engineering Administration Facility and Police Evidence Compound. Complete reconstruction of Taxiway "A". Complete construction of access road and utilities into Corporate Park West. PERFORMANCE MEASURES Actual Actual Projected Projected Performance Indicators 2001/2002 2002/2003 2003/2004 2004/2005 Number of Based Aircraft 50 50 85 90 Number of Aircraft Operations 47,000 48,000 50,000 62,000 Number of Development Acres 188 190 200 218 Airport Leasehold Revenues N/A N/A $ 265,000 $ 300,000 187 PROGRAM BUDGET DESCRIPTION FOR THE AIRPORT STAFFING NATURE OF ACTIVITY 03/04 04/05 10.00% 10.00% Federal Aviation Compliance - Conduct operations at the Airport in accordance with Federa Aviation Regulations. 55,00% 40.00°/{ Capital Improvement Proiect Execution and Monitoring - Execute and monitor Capita Improvement Projects. Prepare and submit a Five-Year Capital Improvement Program ir accordance with Regulations. Prepare and apply for Florida Department of Transportatio~ Airport Improvement Grants for Capital Improvement Prqiects and equipment. 15.00% 15.00°/{ Tenant and Public Relations - Monitor and execute Tenant Lease agreements. Provide disput~ resolution regarding airport regulations. Maintain contact with Airport users and citizens respond to questions and complaints and provide information to all parties about roles regulations and aimort information. 20.00% 35.00~ Airport Maintenance - Mow Airport, herbicide runways and taxiways, maintain nmwa lighting system. Supervise runway maintenance and Scrub Jay mitigation/Habitat Conservatim Area. Clear and nxaintain runway approaches and perform daily Airport inspections. 100.00% 100.00% AIRPORT ADMINISTRATION BUDGET SUMMARY The Fiscal Year 2004-2005 Adopted budget for the Airport is $275,255. This compares to the 2003-04 projected expenses of $260,323, an increase of $14,932 or 6.1%. Projected Adopted FY 00-01 FY 01-02 FY 03-04 FY 03-04 FY 04-05 Actual Actual Budget Expenses Budget Difference Personal Services $ 67,830 $ 118,349 $ 120,975 $ 128,475 $ 142,109 $ 13,634 Operating Expenses 81,633 82,097 89,282 85,915 92,064 6,149 Capital Outlay 25,001 2,459 45,933 45,933 (45,933) Non-Operating 152,000 1,759 41,082 41,082 Total $ 174,463 $ 354,905 $ 257,949 $ 260,323 $ 275,255 $ 14,932 Fiscal Year 04-05 Adopted Budget: Major Current Level Changes from Fiscal Year 2003-04 Projected Expenses: Difference 1. Personal Services - Increase mainly due to an estimated 24% increase in health insurance premiums, a 15.5% increase for exempt management and CWA employees per CWA Union Contract, and an increase in teferred compensation and worker's compensation premiums which are wage driven. $ 13,634 Operating Expenses - Increase mainly due to increase in travel and advertising expenditures estimates. $ 6,149 Capital Outlay - No forecasted capital outlay for FY 2004-05. $ (45,933) Non-Operating - Increase is contingency fund. $ 41,082 188 IciTY oF SEBASTIAN, FLORIDA 2004/2005 ANNUAL BUDGET[ PERSONAL SERVICES SCHEDULE AIRPORT F/T/E Projected Adopted PAY POSITION YEARS Expense Budget POSITION RANGE GRADE 01-02 02-03 03-04 03-04 04-05 Airport Director 51,386/92,808 81E 0.00 1.00 1.00 $ 51,600 $ 55,800 Airport Operations Specialist III 22,661/40,929 18 0.50 1.00 1.00 32,000 36,000 lnterrffTemp 0.67 0.50 0.50 8,400 8,400 1.17 2.50 2.50 TOTAL SALARIES Overtime FICA Taxes Clothing Allowance Deferred Compensation Group Health Insurance Premium Dependant Health Ins Premium Employee Assistance Program Worker's Comp Insurance Total Personal Services $ 92,000 $ 100,200 500 3,000 7,084 7,902 100 100 8,334 8,541 10,405 10,336 2,863 614 46 46 7,143 11,370 $ 128,475 $ 142,109 CAPITAL OUTLAY SCHEDULE MRPORT Priority Number Description EXPENDITURES PER FISCAL YEAR 2004-05 2005-06 2006-07 2007-08 2008-09 TOTAL $ $ $ $ $ - $ $ $ $ $ $ - $ 189 AIRPORT ADMINISTRATION Code: 450110 Actual FY 04/05 Account FY 01/02 FY 02/03 FY 03/04 to FY 03/04 Adopted Number Description Actual Actual Budget 03/31/04 Projected Budget PERSONAL SERVICES 511200 Regular Salaries 50,192 86,582 82,000 44,382 92,000 100,200 511400 Overtime 1,847 3,000 1,569 500 3,000 512100 FICA Taxes 3,622 6,528 7,084 3,547 7,084 7,902 512215 Clothing Allowance 100 100 100 100 100 512225 Deferred Compensation 3,998 4,666 8,334 3,900 8,334 8,541 512301 Group Health Insurance Premium 4,950 8,876 10,405 4,616 10,405 10,336 512305 Dependant Health Ins Premium 2,693 2,863 2,863 419 2,863 614 512309 Employee Assistance Program 23 42 46 23 46 46 512400 Worker's Comp Insurance 2,351 6,845 7,143 5,957 7,143 11,370 TOTAL PERSONAL SERVICES 67,830 118,349 120,975 64,513 128,475 142,109 OPERATING EXPENSES 533200 Audit Fees 991 1,294 5,542 7,785 7,785 7,800 533201 Admin Services provided by GF 32,114 32,114 32,114 2,114 32,114 32,114 533400 Other Contractual Services 1,527 1,014 2,280 127 250 500 533420 Pest/Weed Control/Mowing 0 1,259 2,000 0 2,000 4,000 534000 Travel and Per Diem 4,721 4,346 4,250 2,717 4,250 5,350 534101 Telephone 781 217 808 104 208 400 534105 Cellular Phone 1,307 1,424 1,224 550 1,200 1,200 534110 Internet Access l 38 0 138 26 52 100 534120 Postage 270 554 250 58 120 200 534310 Electric 1,797 2,421 1,600 767 1,600 1,600 534420 Equipment Leases 0 0 500 60 250 500 534500 Insurance 5,992 5,555 4,782 4,305 4,305 4,800 534630 R & M-Vehicles 299 473 500 281 800 500 534640 R & M-Operating Equipment 1,738 3,024 2,500 1,826 3,000 3,000 534685 R & M-Grounds Maintenance 8,962 7,780 5,000 1,293 3,000 3,000 534825 Advertising Expenditures 0 0 1,500 500 1,500 3,000 535200 Departmental Supplies 2,089 841 750 521 750 800 535210 Computer Supplies 45 436 500 59 659 500 535230 Small Tools and Equipment 2,224 2,287 1,500 920 1,500 2,000 535260 Gas and Oil 855 2,600 5,224 2,034 4,500 5,000 535270 Uniforms & Shoes 0 444 350 139 350 700 535410 Dues and Memberships 2,140 1,385 1,650 240 1,650 1,650 535420 Books and Publications 0 0 200 0 0 200 535450 Training and Education 2,475 1,485 3,200 1,000 3,200 2,150 535710 Non-Ad Valorem Tax 11,170 11,144 10,920 10,872 10,872 11,000 TOTAL OPERATING EXPENSES: 81,633 82,097 89,282 38,298 85,915 92,064 CAPITAL OUTLAY: 606400 Vehicles and Equipment 25,001 2,459 45,933 45,933 45,933 0 TOTAL CAPITAL OUTLAY: 25,001 2,459 45,933 45,933 45,933 0 NON-OPERATING EXPENSES 909545 Intraftmd Trfr to AP Capital 0 152,000 0 0 0 3,750 909901 Contingency 0 0 1,759 0 0 37,332 TOTAL NON-OPERATING EXPENSES 0 152,000 1,759 0 0 41,082 TOTAL AIRPORT 174,463 354,905 257,949 148,744 260,323 275,255 190 ~CITY OF ~EBXS~ix~; F~O~D 200~005 AN~ BUDGE~I SCHEDULE ONE SUMMARY OF MILLAGE RATES AND TAX COLLECTIONS Fiscal Year Millage Rate Tax Collection 1986 4.9972 838,068 1987 5.6440 1,025,054 1988 6.1440 1,265,974 1989 6.6440 1,599,100 1990 6.4400 1,658,583 1991 6.5000 1,755,315 1992 6.6320 2,054,356 1993 6.4410 2,122,641 1994 6.9000 2,372,649 1995 6.9000 2,461,390 1996 6.9000 2,619,790 1997 6.9000 2,664,153 1998 6.9000 2,810,622 1999 6.5000 2,729,769 2000 5.0000 2,323,566 2001 5.0000 2,514,960 2002 4.5904 2,526,276 2003 4.5904 2,752,423 2004 4.5904 3,136,439 2005 4.5904 ** 3,694,064 *Estim~ed ** Adopted 191 ICITY OF SEBASTIAN, FLORID 2004~2005 ANNUAL BUDGETI Bond Description SCHEDULE TWO LONG TERM DEBT SERVICE DETAIL Date of Issue Principal Interest Revenue Bonded Debts $2,435,000 Recreational Facilities Improvement and Refunding Revenue Bonds, Series 2001 $9,500,000 Infrastructure Sales Surtax Revenue Bonds, Series 2003 $5,630,000 Stonnwater Utility Revenue Bonds, Series 2003 $2,125,000 Infi~astructure Sales Surtax Revenue Bonds, Series 2003A Notes Payable $3,268,890 Paving Improvements Promissory Notes Total Debt Service Payments 3/2001 $240,000 $71,490 4/2003 $525,000 $308,856 11/2003 $235,000 $206,673 12/2003 $125,000 $71,988 8/1998 $205,002 $94,998 $1t330r002 $754.005 FY 2004-05 Total Debt Service $311,490 $833,856 $441,673 $380,844 $300,000 $2.267.863 192 ]CITY OF SEBASTIAN, FLORID 2004/2005 ANNUAL BUDGET[ SCHEDULE THREE DEBT SERVICE PAYMENT SCHEDULE $2,435,000 Recreational Facilities Improvement and Refunding Revenue Bonds, Series 2001 Date Principal Interest Total Fiscal Year Total 10/01/2004 $240,000 $38,145 $278,145 04/01/2005 $0 $33,345 $33,345 $311,490 10/01/2005 $250,000 $33,345 $283,345 04/01/2006 $0 $28,345 $28,345 $311,690 10/01/2006 $255,000 $28,345 $283,345 04/01/2007 $0 $23,245 $23,245 $306,590 10/01/2007 $270,000 $23,245 $293,245 04/01/2008 $0 $17,845 $17,845 $311,090 10/01/2008 $280,000 $17,845 $297,845 04/01/2009 $0 $12,245 $12,245 $310,090 10/01/2009 $290,000 $12,245 $302,245 04/01/2010 $0 $6,300 $6,300 $308,545 10/01/2010 $300,000 $6,300 $306,300 $306,300 Total 1,885,000 $280,795 $2,165,795 $2,165,795 193 ICI~Y OF SEBASTIAN, FLORID 2004/200~ ~N~AL BUDgeT[ SCHEDULE THREE DEBT SERVICE PAYMENT SCHEDULE - CONTINUED $9,500,000 Infrastructure Sales Surtax Revenue Bonds, Series 2003 Date Principal Interest Total Fiscal Year Total 10/01/2004 $ 0 $154,428.13 $154,428.13 04/01/2005 $525,000 $154,428.13 $679,428.13 $833,856.26 10/01/2005 $0 $149,178.13 $149,178.13 04/01/2006 $535,000 $149,178.13 $684,178.13 $833,356.26 10/01/2006 $0 $143,159.38 $143,159.38 04/01/2007 $550,000 $143,159.38 $693,159.38 $836,318.76 10/01/2007 $0 $134,909.38 $134,909.38 04/01/2008 $565,000 $134,909.38 $699,909.38 $834,818.76 10/01/2008 $0 $126,434.38 $126,434.38 04/01/2009 $585,000 $126,434.38 $711,434.38 $837,868.76 10/01/2009 $0 $116,928.13 $116,928.13 04/01/2010 $600,000 $116,928.13 $716,928.13 $833,856.26 10/01/2010 $0 $107,178.13 $107,178.13 04/01/2011 $620,000 $107,178.13 $727,178.13 $834,356.26 10/01/2011 $0 $96,638.13 $96,638.13 01/01/2012 $645,000 $96,638.13 $741,638.13 $838,276.26 10/01/2012 $0 $85,189.38 $85,189.38 04/01/2013 $665,000 $85,189.38 $750,189.38 $835,378.76 10/01/2013 $0 $73,053.13 $73,053.13 04/01/2014 $690,000 $73,053.13 $763,053.13 $836,106.26 10/01/2014 $0 $60,115.63 $60,115.63 04/01/2015 $715,000 $60,115.63 $775,115.63 $835,231.26 10/01/2015 $0 $46,530.63 $46,530.63 04/01/2016 $745,000 $46,530.63 $791,530.63 $838,061.26 10/01/2016 $0 $32,003.13 $32,003.13 04/01/2017 $770,000 $32,003.13 $802,003.13 $834,006.26 10/01/2017 $0 $16,603.13 $16,603.13 04/01/2018 $805,000 $16,603.13 $821,603.13 $ 838,206.26 Total $9,015,000 $2,684,697.64 $11,699,697.64 $11,699,697.64 194 SCHEDULE THREE DEBT SERVICE PAYMENT SCHEDULE - CONTINUED $5,630,000 Stormwater Utility Revenue Bonds, Series 2003 Date Principal Interest Total Fiscal Year Total 11/01/2004 $0 $103,336.25 $103,336.25 05/01/2005 $235,000 $103,336.25 $338,336.25 $441,672.50 11/01/2005 $0 $100,986.25 $100,986.25 05/01/2006 $235,000 $100,986.25 $335,986.25 $436,972.50 11/01/2006 $0 $98,636.25 $98,636.25 05/01/2007 $240,000 $98,636.25 $338,636.25 $437,272.50 11/01/2007 $0 $95,936.25 $95,936.25 05/01/2008 $245,000 $95,936.25 $340,936.25 $436,872.50 11/01/2008 $0 $92,567.50 $92,567.50 05/01/2009 $255,000 $92,567.50 $347,567.50 $440,135.00 11/01/2009 $0 $88,742.50 $88,742.50 05/01/2010 $260,000 $88,742.50 $348,742.50 $437,485.00 11/01/2010 $0 $84,517.50 $84,517.50 05/01/2011 $270,0001 $84,517.50 $354,517.50 $439,035.00 11/01/2011 $0 $79,623.75 $79,623.75 05/01/2012 $280,000 $79,623.75 $359,623.75 $439,247.50 11/01/2012 $0 $74,023.75 $74,023.75 05/01/2013 $290,000 $74,023.75 $364,023.75 $438,047.50 11/01/2013 $0 $68,223.75 $68,223.75 05/01/2014 $305,000 I $68,223.75 $373,223.75 $441,447.50 11/01/2014 $0 $62,505.00 $62,505.00 05/01/2015 $315,000 $62,505.00 $377,505.00 $440,010.00 11/01/2015 $0 $56,362.50 $56,362.50 05/01/2016 $325,000 $56,362.50 $381,362.50 $437,725.00 11/01/2016 $0 $49,862.50 $49,862.50 05/01/2017 $340,000 $49,862.50 $389,862.50 $439,725.00 11/01/2017 $0 $42,892.50 $42,892.50 05/01/2018 $355,000 $42,892.50 $397,892.50 $440,785.00 11/01/2018 $0 $35,437.50 $35,437.50 05/01/2019 $370,000 $35,437.50 $405,437.50 $440,875.00 11/01/2019 $0 $27,112.50 $27,112.50 05/01/2020 $385,000 $27,112.50 $412,112.50 $439,225.00 11/01/2020 $0 $18,450.00 $18,450.00 05/01/2021 $400,000 $18,450.00 $418,450.00 $436,900.00 11/01/2021 $0 $9,450 $9,450 05/01/2022 $420,000 $9,450 $429,450 $438,900.00 Total $5,525,000 $2,377,332.50 $7,902,332.50 $7,902,332.50 195 Iclw¥ or SEBASTIAN, FLORID 2004/2005 ANNUAL BUDGET[ SCHEDULE THREE DEBT SERVICE PAYMENT SCHEDULE - CONTINUED $2,125,000 Infrastructure Sales Surtax Revenue Bonds, Series 2003A Date Principal Interest Total Fiscal Year Total 10/01/2004 $0 $35,993.75 $35,993.75 04/01/2005 $125,000 $35,993.75 $160993.75 $196,987.50 10/01/2005 $0 $34,743.75 $34,743.75 04/01/2006 $130,000 $34,743.75 $164,743.75 $199,487.50 10/01/2006 $0 $33,443.75 $33,443.75 04/01/2007 $130,000 $33,443.75 I $163,443.75 $196,887.50 10/01/2007 $0 $31,900.00 i $31,900.00 04/01/2008 $135,000 $31,900.00 i $166,900.00 $198,800.00 10/01/2008 $0 $30,043.751 $30,043.75 04/01/2009 $135,000 $30,043.75 $165,043.75 $195,087.50 10/01/2009 $0 $28,018.75 $28,018.75 04/01/2010 $145,000 $28,018.75 $173,018.75 $201,037.50 10/01/2010 $0 $25,662.50 $25,662.50 04/01/2011 $145,000 $25,662.50 $170,662.50 $196,325.00 10/01/2011 $0 $23,125.00 $23,125.00 01/01/2012 $150,000 $23,125.00 $173,125.00 $196,250.00 10/01/2012 $0 $20,406.25 $20,406.25 04/01/2013 $155,000 $20,406.25 $175,406.25 $195,812.50 10/01/2013 $0 $17,500.00 $17,500.00 04/01/2014 $160,000 $17,500.00 $177,500.00 $195,000.00 10/01/2014 $0 $14,300.00 $14,300.00 04/01/2015 $170,000 $14,300.00 $184,300.00 $198,600.00 10/01/2015 $0 $10,900.00 $10,900.00 04/01/2016 $175,000 $10,900.00 $185,900.00 $196,800.00 10/01/2016 $0 $7,400.00 $7,400.00 04/01/2017 $185,000 $7,400.00 $7,400.00 $199,800.00 10/01/2017 $0 $3,700.00 $3,700.00 04/01/2018 $185,000 $3,700.00 $188,700.00 $192,400.00 Total $2,125,000 $634,275.00 $2,759,275.00 $2,759,275.00 196 ]ciT 0F FL° D 0°4/2°°5 ANnuAL BUDGE SCHEDULE THREE DEBT SERVICE PAYMENT SCHEDULE - CONTINUED $3,268,890 Paving Improvements Promissory Notes Date Principal Interest Total Fiscal Year Total 02/27/2005 $101,385.61 $48,614.39 $150,000.00 08/27/2005 $103,616.09 $46,383.91 $150,000.00 $300,000.00 02/27/2006 $105,895.64 $44,104.36 $150,000.00 08/27/2006 $108,225.35 $41,774.65 $150,000.00 $300,000.00 02/27/2007 $110,606.31 $39,393.69 $150,000.00 08/27/2007 $113,039.64 $36,960.36 $150,000.00 $300,000.00 02/27/2008 $115,526.52 $34,473.48 $150,000.00 08/27/2008 $118,068.10 $31,931.90 $150,000.00 $300,000.00 02/27/2009 $120,665.60 $29,334.40 $150,000.00 08/27/2009 $123,320.24 $26,679.76 $150,000.00 $300,000.00 02/27/2010 $126,033.29 $23,966.71 $150,000.00 08/27/2010 $128,806.02 $21,193.98 $150,000.00 $300,000.00 02/27/2011 $131,639.75 $18,360.25 $150,000.00 08/27/2011 $134,535.83 $15,464.17 $150,000.00 $300,000.00 02/27/2012 $137,495.25 $12,504.75 $150,000.00 08/27/2012 $140,520.51 $9,479.49 $150,000.00 $300,000.00 02/27/2013 $143,611.96 $6,388.04 $150,000.00 08/27/2013 $146,771.42 $3,228.58 $150,000.00 $300,000.00 Total $2,209,763.13 $490,236.87 $2,700,000.00 $2,700,000.00 197 icily 0FSEBASTiA'N'I'~i~'L0~D 2004/200s ANN~UD ~E~[ SCHEDULE FOUR LEASE PAYMENTS SCHEDULE Lease Description FY 2004-05 FY 2005-06 FY 2006-07 FY 2007-08 FY 2008-09 Business-type Activities: Golf Carts Operating Lease $52,250.16 $52,250.16 $107,987.62 $0.00 $0.00 Airport Land Lease $120,000.00 $175,000.00 $175,000.00 $175,000.00 $175,000.00 Total Business-type Activities Annual Lease Payments $172,250.16 $227,250.16 $282,987.62 $175,000.00 $175,000.00 Governmental-type Activities: Construction Equipment $154,693.39 $154,693.39 $154,693.39 $154,693.39 $0.00 Total Governmental-type Activities Annual Lease Payments $154,693.39 $154,693.39 $154,693.39 $154,693.39 $0.00 198 [C~ 0~ ~EB~ST!~i FLORID 2004/2005 ~-NU~L BUDGET[ SCHEDULE FIVE FIVE YEAR CAPITAL OUTLAY SCHEDULE SUMMARY DEPARTMENT GENERAL FUND 010001 Legislative 010005 City Manager 010009 City Clerk 010010 City Attorney 010020 Finance 010021 Management Information Svcs. 010035 Human Resources 010040 Police Special Operations 010041 Police Adn'finist~'ation 010042 Police School Resource 010043 Police Patrol Division 010044 commUmty Policing Unit 010045 Code Enforcement Division 010046 Professional Standards 010047 Police Detective Division 010048 Police Support Services 010049 Police Dispatch Unit 010051 Engineering 010053 Stormwater Utility 010052 Roads and Maintenance 010054 Garage 010057 Parks and Recreation 010059 Cemetery 010080 Growth Management 010085 Building Department TOTAL GENERAL FUND EXPENDITURES PER FISCAL YEAR 2004-05 2005-06 2006-07 2007-08 2008-09 $ 2,30O $ $ $ 39,018 3,800 1,500 1,560 4,000 35,000 3,000 3,200 32,500 1,800 198,105 180,790 3,550 20,500 $ 1,450 12,000 1,900 1,400 1,400 1,400 1,560 38,000 39,700 1,800 175,820 177,818 1,500 183,152 TOTAL $ 2,300 1,450 51,018 1,900 8,000 1,500 3,120 77,000 47,700 34,300 915,685 3,550 22,000 60,500 16,150 4,400 10,100 91,150 805 850 1,200 2,855 9,700 2,100 2,900 2,300 17,000 3,200 2,600 1,560 7,360 84,059 130,559 226,119 329,559 214,559 984,855 32,500 112,000 144,500 9,140 37,900 14,200 1,300 1,400 63,940 79,650 71,500 70,000 221,150 3,000 3,850 20,000 15,000 41,850 3,620 15,000 2,500 21,120 1,700 6,240 30,860 38,800 $ 527,709 $ 674,537 $ 601,569 $ 584,777 $ 415,511 $ 2,804,103 $ 1,150 $ 6,000 $ $ $ $ 7,150 20,800 14,000 20,000 29,800 28,000 112,600 4,000 4,200 8,200 $ 21,950 $ 24,000 $ 24,200 $ 29,800 $ 28,000 $ 127,950 $ $ $ $ $ $ $ 549,659 $ 698,537 $ 625,769 $ 614,577 $ 443,511 $ 2,932,053 GOLF COURSE FUND 4101 I0 Golf Course Administration 410120 Golf Course Greens 410130 Golf Course Carts TOTAL GOLF COURSE FUND TOTAL AIRPORT FUND TOTAL ALL FUNDS 199 SCHEDULE SIX FIVE YEAR SCHEDULE OF CAPITAL OUTLAY REQUESTS EXPENDITURES PER FISCAL YEAR DEPARTMENT 010001 LEGISLATIVE 1 Computers (2) 2004-05 2005-06 2006-07 2007-08 2008-09 TOTAL 2,300 2,300 2,300 0 0 0 0 2,300 1,450 1,450 0 0 1,450 0 0 1,450 4,500 4,500 12,000 12,000 34,518 34,518 0 39,018 12,000 0 0 51,018 1,200 1,200 700 700 0 0 1,900 0 0 1,900 2,400 2,400 1,400 1,400 1,400 1,400 5,600 0 3,800 1,400 1,400 1,400 8,000 010005 CITY MANAGER 1 Computer 010009 CITY CLERK 1 Computer Hardware/Software Upgrades 2 Plans Scanner 3 Laserfiche Software 010010 LEGAL 1 Computer 2 Printer 010020 FINANCE 1 Computer (2) 2 Laser printers 010021 MANAGEMENT INFORMATION SYSTEMS 1 Computer 1,500 1,500 0 1,500 0 0 0 1,500 1,560 1,560 3,120 0 1,560 1,560 0 0 3,120 4,000 4,000 35,000 35,000 38,000 38,000 010035 1 2 HUMAN RESOURCES Computer Applicant testing computer 010040 POLICE SPECIAL OPERATIONS 1 Tasers (4) 2 Traffic Vehicle 3 K-9 Vehicle 4,000 35,000 0 38,000 0 77,000 200 DEPARTMENT 010041 1 2 3 4 POLICE ADMINISTRATION Replacement radios/speaker Personal Computer Laptop Computer Replacement of Police Vehicle 010042 1 2 POLICE SCHOOL RESOURCE OFFICER UNIT Replacement Vehicle (Funded By DST) Laptop Computer EXPENDITURES PER FISCALYEAR 2004-05 2005-06 2006-07 2007-08 2008-09 TOTAL 3,000 3,000 1,700 1,700 1,800 5,200 1,500 1,500 0 38,000 38,000 3,000 3,200 39,700 1,800 0 47,700 32,500 32,500 1,800 1,800 32,500 1,800 0 0 0 34,300 010043 1 2 3 4 5 6 7 8 9 10 11 POLICE UNIFORM DIVISION Replacement Marked Patrol Vehicle (Funded by DST) Marked Patrol Vehicle (Funded by DST) Laptop computers (8) Automatic External Defibulators (5) Replace Radio Radars (2 per year) Tasers (20) Mobil Video Replacements Personal Computer Vehicle (Program Change) (Funded by DST) Vehicle (Program Change) (Funded by DST) 32,500 149,550 154,040 158,660 163,420 658,170 32,500 32,500 12,605 20,000 17,500 18,000 18,600 3,000 3,090 3,180 20,000 30,000 30,000 19,158 19,732 9,000 1,150 12,605 20,000 92,990 9,270 20,000 9,000 1,150 30,000 30,000 198,105 180,790 175,820 177,818 183,152 915,685 3,550 3,550 3,550 0 0 0 0 3,550 010044 1 POLICE COMMUNITY POLICING UNIT "Are You OK" Program sofv0vare 010045 1 2 3 CODE ENFORCEMENT DIVISION Computer Replacements Track-I/2 Ton P/U Portable Radios (2) 1,500 1,500 3,000 19,000 19,000 6,000 6,000 0 20,500 1,500 0 0 22,000 0 0 0 0 0 0 010046 PROFESSIONAL STANDARDS 201 i ITY 0F sEBASTIAN, FLORID 2004/2005 ANNUAL BUDGETI EXPENDITURES PER FISCAL YEAR DEPARTMENT 2004-05 2005-06 2006-07 200%08 2008-09 TOTAL POLICE DETECTIVE DIVISION Replacement Unmarked Vehicle (3) Surveillance Equipment Portable Radios/Speakers Mobile Radio Replacements (2) Computer replacements Laptop Computers Replacement Digital Camera 010047 1 2 3 4 5 6 7 51,000 2,000 7,500 7,500 5,000 7,500 1,150 2,600 2,600 2,500 1,800 51,000 2,000 15,000 12,500 6,350 2,500 1,800 60,500 16,150 4,400 10,100 0 91,150 805 805 850 850 1,200 1,200 805 850 1,200 0 0 2,855 010048 1 2 3 SUPPORT SERVICES DMSION Typewriter Computer Monitors 010049 1 2 3 4 5 POLICE DISPATCH DMSION FCIC/NCIC terminal replacement Instant playback Personal computer Monitors Replace Chairs 2,100 2,300 4,400 7,600 7,600 2,100 2,100 1,200 1,200 1,700 1,700 9,700 2,100 2,900 2,300 0 17,000 3,200 3,200 1,100 1,560 2,660 1,500 1,500 3,200 2,600 1,560 0 0 7,360 010051 1 2 3 ENGINEERING Laser Level Computer Laser Printer 010053 1 2 3 4 5 6 7 STORMWATER UTILITY DMSION Crew Cab Service Truck Kaiser Skid Loader (Funded by DST) Menzie & Brush Truck Computer Dump Truck Badger Replacement Dozer 24,500 26,000 50,500 59,559 59,559 59,559 59,559 59,559 297,795 45,000 45,000 45,000 45,000 180,000 1,560 1,560 120,000 120,000 225,000 225,000 110,000 110,000 84,059 130,559 226,119 329,559 214,559 984,855 202 ICiT '0g sEi ' sTIANI FLORID 2004/2005 EXPENDITURES PER FISCAL YEAR DEPARTMENT 2004-05 2005-06 2006-07 200%08 2008-09 TOTAL 010052 PUBLIC WORKS ROADS AND MAINTENA/NCE 1 Generator 16,000 16,000 2 Trailer 4,500 4,500 3 Maintenance / Work Boat 12,000 12,000 (Funded by DST) 4 Brush Truck 90,000 90,000 (Funded by DST) 5 Replacement Track 22,000 22,000 32,500 112,000 0 0 0 144,500 010054 CENTRAL GARAGE 1 AC Service Equipment 2 Engine Scanner Upgrade 3 8HP Air Compressor 4 Car Lift 5 Truck Lift 6 Wheel Balancer 7 Brake Dram & Rotor Lathe 8 Transmission Jack 9 Modis Engine Analyzer 10 Band Saw 6,500 1,000 1,100 1,640 0 10,000 0 20,000 0 4,500 1,500 0 800 0 1,200 1,300 1,400 5,000 8,000 6,500 6,000 1,640 10,000 20,000 4,500 5,000 1,500 8,000 800 9,140 37,900 14,200 1,300 1,400 63,940 010057 1 PARKS AND RECREATION Pickup Truck (Funded by DST) 2 Mowers for new parks (Funded by DST) 3 Athletic Mower (Funded by DST) 4 Backstops (4) 5 Skate Park Repair 6 Fencing Repair 7 New Bleachers RVP 8 Computer 9 Infield Drag Machine 10 Azine Ter. Park Development 11 Bleachers BSSC 13,000 7,000 25,000 18,000 8,000 7,500 1,150 18,000 16,000 10,000 15,000 12,500 30,000 43,000 40,000 65,000 25,000 16,000 18,000 8,000 7,500 1,150 10,000 15,000 12,500 79,650 71,500 70,000 0 0 221,150 203 DEPARTMENT 010059 CEMETERY 1 Sidewalk 2 Benches 3 Brick Wall 4 Mower 010080 GROWTH MANAGEMENT 1 Personal Computer 2 Vehicle 010085 BUILDING DEPARTMENT 1 Computers 2 Printer 3 Laptop Computers TOTAL GENERAL FUND EXPENDITURES PER FISCAL YEAR 2004-05 2005-06 2006-07 2007-08 2008-09 TOTAL 3,000 3,000 3,850 3,850 20,000 20,000 15,000 15,000 3,000 3,850 0 20,000 15,000 41,850 3,620 1,500 2,500 7,620 13,500 13,500 0 3,620 15,000 2,500 0 21,120 1,700 6,240 7,940 13,060 13,060 17,800 17,800 1,700 6,240 30,860 0 0 38,800 $ 527,709 $ 674,537 $ 601,569 $ 584,777 $ 415,511 $ 2,804,103 1,150 1,150 6,000 6,000 1,150 6,000 7,150 GOLF COURSE FUND 410110 GOLF COURSE ADMIN 1 Computer 2 Flooring 410120 GOLF COURSE GREENS 1 Progressive Mower 2 Carry All 3 Tractor 4 Rotary Mower 5 Mig Welder 6 Greens Mower 7 Toro Sand Pro 410130 GOLF COURSE CARTS 1 Range Picker 2 Ball Washer 3 Range Dispenser TOTAL GOLF COURSE FUND 15,000 18,000 5,800 7,800 14,000 17,000 3,000 22,000 33,000 13,600 14,000 17,000 3,000 22,000 10,000 10,000 20,800 14,000 20,000 29,800 28,000 112,600 2,200 2,200 1,800 1,800 4,200 4,200 0 4,000 4,200 0 0 8,200 $ 21,950 $ 24,000 $ 24,200 $ 29,800 $ 28,000 $ 127,950 204 ]~iT~ 0F SEB~S~i~ ~6~D 20°4/2°o5 ANNUA~ B~I)G~I DEPARTMENT AIRPORT FUND 450110 AIRPORT ADMINISTRATION TOTAL AIRPORT FUND EXPENDITURES PER FISCAL YEAR 2004-05 2005-06 2006-07 200%08 2008-09 TOTAL $ $ $ $ $ $ $ 549,659 $ 698,537 $ 625,769 $ 614,577 $ 443,511 $ 2,932,053 TOTAL ALL FUNDS 205 ]CITY OF SEBASTIAN, FLORID 2004/2005 ANNUAL BUDGETI SCHEDULE SEVEN FIVE YEAR CAPITAL IMPROVEMENT PROGRAM Following is the anticipated five year Capital Improvement Program Project Schedule for the Capital Projects Fund, Golf Course Fund, and Airport Fund, beginning with Fiscal Year 2005/2006. In addition to the Golf Course and Airport funds, it also includes projects funded by the General Fund, Local Option Gas Tax, Discretionary Sales Tax, Recreation Impact Fee, Stormwater Utility Fees and the Cemetery Trust Fund, as well as State and Federal Grants. It is a listing of projects needed for replacement or improvement of the City's major facilities, roadways, and structures. The list is categorized by the nature of the project. Funding for the 2004-05 projects is identified and included in the adopted 2004-05 Capital Projects Budget. For the years 2006-2010 the projects have been identified along with their anticipated funding sources. Although, potential funding, has been provided, changes may be made in conjunction with alternative sources as they become available in each of these subsequent years. As with the annual Capital Projects Program, funding will be provided in a combination of pay-as-you- go and bond/grm~t financed sources. The timing of projects identified may be altered from year to year to meet changing circumstances. The Five Year Capital Improvement Schedule is consolidated as follows: Roads $ 4,186,000 Sidewalks/Bikeways 900,000.00 Recreation 490,000.00 Stormwater Utilities 500,000.00 Cemetery 100,000.00 Golf Course 47,000.00 Airport 3,440,305.00 Debt Service 464,079.00 TOTAL $ 10,127,384 206 ]CITY OF SEBASTIAN, FLORID 2004~2005 ANNUAL BUDGET[ SUMMARY OF FIVE YEAR CAPITAL IMPROVEMENT PROGRAM October 1, 2005 tc October 1, 2006 tc October 1, 2007 te October 1, 2008 tc October 1, 2009 to September 30, September 30, September 30, September 30, September 30, 2006 2007 2008 2009 2010 Total Cash Forward $ - $ 30,620 $ 100,362 $ 158,880 $ 171,131 $ 460,993 General Fund Local Option Gas Tax 400,000 150,000 150,000 150,000 150,000 1,000,000 Discretionary Sales Surtax 389,693 2,214,694 1,715,693 180,001 180,000 4,680,081 Cemetery Trust Fund 25,000 25,000 Rec Impact Fee 100,000 120,000 55,000 60,000 335,000 Stormwater Utility Fee 100,000 100,000 100,000 I00,000 100,000 500,000 Golf Course Fund 47,000 47,000 Airport Funds 188,125 179,936 320,000 688,061 Other Funding(Bonds, Grants, etc.) 852,500 719,744 1,280,000 2,852,244 Interest Income 30,620 69,741 58,517 12,250 10,750 181,879 iTotalRevenues $ 2,107,938 $ 3,609,735 $ 3,779,573 $ 661,131 $ 611,881 $ 10,770,257 Expenditures: Fiscal Year 2005/2006 Summary $ 2,077,318 $ 2,077,318 Fiscal Year 2006/2007 Summary 3,509,373 3,509,373 Fiscal Year 2007/2008 Summary 3,620,693 3,620,693 Fiscal Year 2008/2009 Summa~d 490,000 490,000 Fiscal Year 2009/2010 SummaD' 430,000 430,000 l~otalExpenditures $ 2,077,318 $ 3,509,373 $ 3,620,693 $ 490,000 $ 430,000 $ 10,127,384 II~ifference I$ 30,620 I$ 100,362 I $ 158,880 I$ 171,131 I $ 181,881 I $ 642,873 I 207 FIVE YEAR CAPITAL IMPROVEMENT PROGRAM October 1,2005 to October 1, 2007 to October 1, 2008 to Octobar 1, 2009 to September 30, 2006 September 30, 2008 September 30, 2009 September 30, 201C Total Cash Forward General Fund Local Option Gas Tax Discretionary Sales Surex Cemetery Trust Fund Rec Impact Fee Stormwater Utility Fee Golf Course Fund Airport Funds Other Funding(Bonds, Grants, etc.) Interest Income Total Revenues October 1, 2006 to September 30, 2005 $ 30,620 400,000 150,000 389,693 2,214,694 25,000 100,000 120,000 100,000 100,000 47,000 - 188,125 179,936 852,500 719,744 30,620 69,741 $ 2,107,938 $ 3,609,735 100,362 150,000 1,715,693 55,000 100,000 320,000 1,280,000 58,517 158,880 $ 171,131 150,000 150,000 180~01 150~00 60,000 100,000 100,000 12,250 10,750 $ 3,779,573 $ 661,131 $ 611,881 460,993 1,000,000 4,680,081 25,000 335,000 500,000 47,000 688,061 2,852~44 181,879 $ 10,770,257 Expenditures: FISCAL YEAR 2005/2006 Road Improvements Road Paving Easy Slreet R~novation Curb & Gutter and Sidewalks Sidewalks and Bikeways Annual Sidewalk Program Recreation Facilities Keen Terr/S. Wimbrow Park (Zone B) Hardee Park Playground Riverview Park Parking Rehabilitation & Reconfiguration Snowshoe House Renovation Stormwater Utilities Quality Improveraent Projects Golf Course Rebuild Golf Course Reatrooms Airnort Construct Multi-aircraft Hangars Acquire Land Install Taxiway Lights Debt Service Heavy Equipment Lease 150,000 250,000 180,000 60,000 40,000 55,000 100,000 100,000 47,000 390,625 250,000 300,000 154,693 150,000 250,000 180,000 60,000 40,000 55,000 100,000 100,000 47,000 390,625 250,000 300,000 t54,693 208 ]~!~ OF SEBASTIAN, FLORID 2004/2005 ANNUA~ ~E~I FIVE YEAR CAPITAL IMPROVEMENT PROGRAM October l, 2005 to October l, 2006 to Oetober l, 2007 to October l, 2008 to October l, 2009 to September 30, 200~ September 30, 2007 September 30, 2008 September 30, 200~ September 30, 2010 Total FISCAL YEAR 2006/2007 Road Improvements Road Paving $ 150,000 $ 150,000 Laconia Street Enhancements 500,000 500,000 Fleming Street Enhancements 1,305,000 1,305,000 ~idewalks and Bikeways Annual Sidewalk Program 180,000 180,000 Recreation Facilities Municipal Complex Park 50,000 50,000 2 new tennis courts Barber and Acorn Park Development 40,000 40,000 Carnival & Pcriwinld¢ Park Development 30,000 30,000 gtormwater Utilities Quality Improvement Projects I00,000 100,000 Cemetery Columbarlums 100,000 100,000 Airport Conduct Mastcc Plan Update 300,000 300,000 Construct perimeter Road 234,375 234,375 Construct Apron 365,305 365,305 Debt Service Heavy Equipment Lease 154,693 154,693 FISCAL YEAR 2007/2008 Road Improvements Road Paving $ 150,000 $ 150,000 Laconia Street Enhancements 731,000 731,000 Fleming Street Enhancements 650,000 650,000 Sidewalks and Bikeways Annual Sidewalk Program 180,000 180,000 Recreation Facilltles Chelteham & Cownie Park Development 25,000 25,000 Celtic & Crown Park Development 30,000 30,000 $tormwater Utilitles Quality Improvement Projects 100,000 100,000 Airuort Construct Perimeter Road 800,000 800,000 Construct Access Roads 800,000 800,000 Debt Service Heavy Equipment Lease 154,693 154,693 209 I~iTY OF SEBASTIAN, FLORID 2004/2005 ANNUAL sm)GETI FIVE YEAR CAPITAL IMPROVEMENT PROGRAM October 1, 2005 to October 1, 2006 to October 1,2007 to October 1, 2008 to October I, 2009 to September 30,2006 September 30,2005 September 30,2008 September 30,2009 Septernber 30,201£ Total FISCAL YEAR 2008/2009 Road Imorovements Road Paving $ 150,000 $ 150,000 Sidewalks and Bikewavs Annual Sidewalk Program 180,000 180,000 Recreation Facilities Newhall & Rosebush Park Development 30,000 30,000 Surrey & Iuxedo Park Development 30,000 30,000 Stormwater Utilities Quality Improvement Projects 100,000 100,000 FISCAL YEAR 2009/2010 Road Imurovement$ Road Paving $ 150,000 $ 150,000 Sidewalks and Bikeways Annual Sidewalk Program 180,000 180,000 Stormwater Utilities Quality Improvement Proj eels 100,000 100,000 l'otal Expenditures $ 2,077,318 $ 3,509,373 $ 3,620,693 $ 490,000 $ 430,000 $ 10,127,384 Difference I$ 30,620 I$ 100,362 I$ 158,880 I* 171,131 I$ 181,881 I$ 642,873 210 ~CITY OF SEBASTIAN, FLORID 2004/2005 ANNUAL BUDGETI SCHEDULE EIGHT FIVE YEAR CAPITAL IMPROVEMENT PROGRAM BY FUNDING SOURCE FISCAL YEAR 2005/2006 Road Improvements Road Paving $ Easy Street Renovation Curb & Gutter and Sidewalks Sidewalks and Bikeways Annual Sidewalk Prognun Recreation Facilities Keen Terr/S. Wimbrow Park (Zone B) Hardee Park Playground Riverview Parking Rehabi]itat/on & Reconfigaration Snowshoe House Renovation Stormwater Utilities Quality Inxprovement Projects Golf Course Rebuild Golf Course Resh'ooms Airport Construct Mulfi-aircraR Hangars Acquire Land Install Taxiway Lights Debt Service Heavy Equipment Lease Local Discretionary Cemetery Recreation Stormwater Golf Option Sales Trust Impact Utility Course Airport Other Gas Tax Taxx Fund Fete Fee Fund Fund Fund Sources 150,000 250,000 180,000 55,000 60,000 40,000 100,000 47,000 154,693 100,000 78,125 312,500 50,000 200,000 60,000 240,000 Total $ 150,000 250,000 180,000 60,000 40,000 55,000 100,000 100,000 47,000 390,625 250~00 300,000 154,693 Total Fiscal Year 2005/2006 $ 400,000 $ 389,693 $ - $ 100,000 $ 100,000 $ 47,000 $ 188,125 $ 852,500 $ 2,077,318 211 ]CITY OF SEBASTIAN, FLORID 2004/2005 ANNUAL BUDGET~ FIVE YEAR CAPITAL IMPROVEMENT PROGRAM BY FUNDING SOURCE FISCAL YEAR 2006/2007 Road Improvements Road Paving Laconia Street Enhancements Fleming Street Enhancements Sidewalks and Bikeways Annual Sidewalk Program Recreation Facilities Municipal Complex Park 2 new tennis courts Barber and Acorn Park Development Carnival & Pm'iwinkle Park Development Stormwater Utilities Quality Improvement Projects Cemetery Columbariums Airport Conduct Master Plan Update Construct Perimeter Road Construct Apron Debt Service Heavy Equipment Lease Local Discretionary Cemetery Recreation Stormwater Golf Option Sales Trust Impact Utility Course Airport Other Gas Tax Tax Fund Fee Fee Fund Fund Fund Sources $ 150,000 500,000 1,305,000 180,000 50,000 40,000 30,000 100,000 75,000 25,000 154,693 60,000 240,000 46,875 187,500 73,061 292,244 Total $ 150,000 500,000 1,305,000 180,000 50,000 40,000 30,000 100,000 100,000 300,000 234,375 365,305 154,693 Total Fiseal Year 2006/2007 S 150,000 $ 2,214,694 $ 25,000 $ 120,000 $ 100,000 $ - $ 179,936 $ 719,744 $ 3,509,373 212 ~,ITY OF SEBASTIAN, FLORID 2004/2005 ANNUAL FIVE YEAR CAPITAL IMPROVEMENT PROGRAM BY FUNDING SOURCE Local Discretionary Cemetery Recreation Stormwater Golf Option Sales Trust Impact Utility Course Airport Other Gas Tax Taxx Fund Fete Fee Fund Fund Fund Sources Total FISCAL YEAR 2009/2010 Road Improvements Road Paving $ 150,000 $ 150,000 Sidewalks and Bikeways Annual Sidewalk Program 180,000 180,000 Stormwater Utilities Quality Improvement Pro~ects 100,000 100,000 Total Fiscal Year 2009/2010 $ 150,000 $ 180,000 $ $ $ 100,000 $ - $ - $ - $ 430,000 Total Five Year Capital Improvement Plan $1,000,000 $ 4,680,081 $ 25,000 $ 335,000 $ 500,000 $ 47,000 $ 688,061 $ 2,852,244 $ 10,127,384 214 ICITY OF SEBASTIAN, FLORID 2004/2005 ANNUAL BUDGET] SCHEDULE NINE DEFINITION OF FINANCIAL TERMS This is a glossary of terms commonly used at public meetings at which financial matters are discussed: Ad Valorem Taxes - A tax levied on the assessed value (net of any exemptions) of real or personal property. This is commonly referred to as "property tax". Anticipated (revenue~ deficit~ expenses~ etc.) - Estimates used in analyzing mad preparing budgets. Anticipated figures are the equivalent of educated guesses. They are based on experience and information from a variety of sources that help government officials determine what they think the income or expenses will be. Appropriation from Prior Year Fund Balance (Retained Earnings) - Money not spent in one fiscal year but carried forward to the next budget year. Cash carried forward is used to supplement revenues required to pay for all budgeted expenses. Budget - A plan of financial operation embodying an estimate of proposed expenditures for a given period and the proposed means of financing those expenditures. Florida law requires that governments have a balanced budget, with expenses not exceeding revenues. City employees prepare an adopted budget; it becomes formal when adopted by elected officials. If changes occur during the year, local governments can transfer funds within a budget or raise fees, etc. to keep the budget in balance. Capital Improvement Program - Governmental agencies set up five-year programs for major costs such as the construction of buildings, land acquisition, road improvements and heavy equipment. Capital expenses are listed separately from operating expenses within the budget document. Capital Outlay - Fixed assets which have a value of $750 or more have a useful economic lifetime of more than one year, or assets of any value if the nature of the item is such that it must be controlled for custody purposes as a fixed asset. Capital Project - A project to acquire or improve an asset with an anticipated life exceeding one year and includes land acquisition, construction, repair or structural improvement of a facility, engineering and design for a facility, and acquisition or repair of equipment. Detailed information for a capital improvement to include the time frame for completion, the location, description, the estimated total expenditure, and the proposed method of financing. Contingency Account - Money set-aside for emergencies or unexpected expenses. Each City fund usually has such an account to cover higher- than-expected costs or purchases that were not anticipated when the budget was being prepared. Deficit - A term generally applied to the budget as a whole, reflecting real or projected shortages in revenue. It means there is not enough revenue to cover expenses. Expenditures/Expenses - Cost of goods or services used. Fiscal year - A 12-month period of time to which the annual operating budget applies and at the end of which a government determines its financial position and the results of its operations. In Florida, the fiscal year for all local governments extends from October 1 to September 30. Franchise Fees - Money collected, usually from a private utility, in exchange for use of a governmental agency's easements and rights-of- way. Cities authorize the use and collects a fee in return. Franchise fees also are collected from garbage and trash services allowed to operate with a government's boundaries. Fund - A fiscal and accounting entity with a self- balancing set of accounts recording cash and other financial resources, together with all related liabilities and residual equities or balances, and changes therein, which are segregated for the 215 I( iTY OF SEBASTi FL0m 2004/2005 ANNUAL B DGE purpose of carrying on specific activities or attaining certain objectives in accordance with special regulations, restrictions, or limitations of that fund. Fund Balance A term used to express the equity (assets minus liabilities) of governmental funds and trust funds. Interfund Transfer - Budgeted amounts transferred from one governmental accounting fund to another for work or services provided. Mill - The property tax rate, which is based on the valuation of property. A tax rate of one mill produces one dollar of taxes on each $1,000 of assessed property valuation. Millage Rate - A rate expressed in thousands. As used with ad valorem (property) taxes, the rate expresses the dollar of tax per one thousand dollars of taxable valuation. Over Budget - Over budget in revenue means there is more income than expected. Over budget in expenses means actual costs exceed the budget and funds must be transferred to provide for the additional expenses by a budget adjustment. the previous budget year, excluding changes in taxable valuation resulting from new construction, annexation or de-annexation. Shortfall - A term generally synonymous with deficit but applied to individual revenue accounts instead of to the budget of a fund or the whole City. A City might have a shortfall in a particular account, but a shortfall in the total budget is called a deficit. State-Shared Revenue - Revenues collected by the state and proportionately shared with counties and/or municipalities on the basis of specific formulas. Such revenues include: local share of cigarette taxes, fuel taxes, mobile home license taxes, liquor license taxes, and half-cent sales taxes. Taxable Valuation - The value of property after all allowable exemptions have been subtracted; the values on which the millage rate is applied and taxes are computed. TRIM Bill - Florida's Truth in Millage Law that requires cities to calculate next year's property taxes based on the same tax dollars they received during the current fiscal year. Proiected Deficit - A projection that, based on the current rate of spending, expenses will be greater than anticipated revenue. A projected deficit during a budget year usually necessitates an adjustment in the spending pattern~telaying purchases or eliminating planned expenses--to stay within the budgeted figures. Revenue - Revenues may be operationally defined in governmental fund accounting as "all increases in fund net assets except those arising from interfund reimbursements, interfund operating and residual equity transfers, or long term debt issues". Under Budget - Under budget in revenue means that money being collected from taxes and other sources is not as much as was anticipated. It might necessitate spending adjustments to prevent a deficit. Under budget in expenses means that actual expenses are less than the budget. User Fee - The payment of a fee for direct receipt of a public service by the benefiting party. Utili~. Service Taxes - Taxes paid to municipalities by users of electricity, telephones, cellular phones, beepers, natural gas, bottled gas, and fuel oil. Rolled Back Millage Rate - The tax rate necessary to give a governmental agency the same amount of property tax dollars it received during Valuation - The dollar value of property assigned by the County property appraiser. 216