Fort Walton Beach Council agenda — 06-18-13--special--tentative millage — reading text

which could affect this millage rate. 3. 5. A sustainable budget is predicated on annual adjustments to revenues as needed to support inflationary increases in expenses. This requires a philosophical shift that embraces a dynamic millage rate, which should be evaluated on an annual basis. 4. RECOMMENDATION: 4. 1. In order to receive direction from City Council on the preparation of the FY 2013 -14 budget, Staff is recommending the following items: 4. 1. 1. Staff respectfully recommends City Council approval to move the Golf Fund operations into the General Fund as part of the FY 2013 -14 budget. 4. 1. 2. Staff respectfully recommends City Council set the proposed millage rate to be used in developing the FY 2013 -14 budget and published on the " Notice of Proposed Taxes' at 6. 0000 mills. ATTACHMENTS: 5 - 31 - 13 Prel DR420 ( PDF) SIGNATURE BLOCK Finance Completed 06/ 12/ 2013 12: 13 PM Charlotte Dunworth Completed 06/ 12/ 2013 12: 14 PM Carole Jones Completed 06/ 12/ 2013 1: 20 PM City Manager Completed 06/ 14/ 2013 11: 57 AM Page 3 of 4  5. 2 City Council Pending Page 4 of 4  5. 2. a PETE SMITH PLEASE REPLY TO: Okaloosa County Property Appraiser 73 Eglin Pkwy NE Ste 202 101 E. James Lee Blvd. FL Walton Beach, FL 32548 -4939 Crestview, FL 32536 850) 651 -7240 FAX ( 850) 651 - 7242 850) 689 -5900 FAX ( 850) 689 -5906 May 28, 2013 City of Fort Walton Beach Mr. Robert Mearns P. O. Box 4009 Fort Walton Beach FL 32549 Re: Projected Preliminary Assessment Dear Mr. Mearns, Pursuant to the Florida Statutes, we have prepared a projected preliminary assessment roll for 2013. These figures are roughly where we believe the roll will be certified as of July 1, 2013. The results for your jurisdiction are as follows: 2012 Final Total Taxable Value 1, 119, 415, 974 2013 Net New Taxable Value less new const. 1, 119, 270, 617 6, 310, 721 2013 Net Taxable New Construction 2013 Taxable Total Value 1, 125, 581, 338 2013 Gross New Construction 6, 709, 558 These are preliminary numbers for use in the planning stages of your operational budget. Final certification ( DR -420) of the preliminary assessment roll will be delivered to you on or before July 1, 2013. If we can be of any further service to you, please call. Sincerely yours, Okaloosa County Property Appraiser r.  52. PLEASE REPLY TO: PETE SMITH Okaloosa County Property Appraiser 73 Eglin Pkwy NE Ste 202 Ft. Walton Beach, FL 325484939 101 E. James Lee Blvd. 850) 551 -7240 Crestview, FL 32536 FAX ( 650) 651 - 7242 850) 689- 5900 FAX ( 850) 689 -5906 May 28, 2013 City of Fort Walton Beach ATTN: Mr. Robert Mearns PO BOX 4009 Fort Walton Beach, FL 32549 RE: Projected Preliminary Assessment— FWB CRA Dear Mr. Mearns, The Okaloosa County Property Appraiser' s Office has compiled the 2013 projected preliminary taxable value for the Fort Walton Beach Community Redevelopment Area. 2013 Tax Year ( Unaudited) Parcel FWB ( RD) 952 yl00, u- l0, 0D( tt. ounrynmyJ + 160, 196, 895 ( Schools) 626 $ 72, 955, 976 ( County /City) $ 66, 116 FWB Expansion ( FE) 74, 298,442 ( Schools) Sincerel Pete Smith Okaloosa County Property Appraiser  5. 3 AML City Council of Fort Walton Beach CITY COUNCIL MEMORANDUM To: Michael D. Beedie, City Manager From: Michael Beedie, City Manager Date: June 18, 2013 Subject: FY 2013 -14 Budget Public Hearings 1. BACKGROUND: 1. 1. The Property Appraiser is required to provide the Certification of Taxable Value ( DR- 420) no later than July 1. Within 35 days of receiving the DR -420, the City must advise the Property Appraiser of the proposed millage rate and the date and time for the first public hearing on the millage and budget. This information will be shown on each property owner' s " Notice of Proposed Taxes" mailed by the Property Appraiser in August. 1. 2. Public hearings may not conflict with Okaloosa County or the School Board. 1. 2. 1. The School Board' s public hearings are tentatively scheduled for July 29`h and September 9`h. 1. 2. 2. The County' s public hearings are tentatively scheduled for September 5' h and 16ih. 2. DISCUSSION: 21. Staff recommends conducting the public hearings for the millage rate and FY 2013 - 14 budget on the following dates: 2. 1. 1. Special City Council Meeting— Wednesday, September 4, 2013 at 5: 30 p.m. 2. 1. 2. Special City Council Meeting— Wednesday, September 18, 2013 at 5: 30 p. m. 2. 2. Staff also recommends conducting an August budget meeting to discuss the proposed budget in preparation for the September public hearings. This meeting would be conducted on Monday, August 12, 2013 at 5: 30 p. m. 3. RECOMMENDATION: 3. 1. Staff respectfully recommends City Council set the dates and times for the public hearings for the millage rate and FY 2013 -14 budget as: 3. 1. 1. Special City Council Meeting— Wednesday, September 4, 2013 at 5: 30 p. m. 3. 1. 2. Special City Council Meeting— Wednesday, September 18, 2013 at 5: 30 p.m. 3. 2. Staff also respectfully recommends conducting an August budget meeting on Monday, August 12, 2013 at 5: 30 p.m. SIGNATURE BLOCK: City Manager Completed 06/ 14/ 2013 2: 10 PM City Council Pending Page 1 of I FY 2013 -14 Budget Meeting City of Fort Walton Beach Strategic Planning Action Items A total of 14 action items emerged from Strategic Planning in April: a Coordinate with the Chamber of Commerce on Branding & Marketing n Coordinate with Stakeholders to Determine More Efficient Regulations Develop Action Plan for Economic Incentives Expansion of Services to Surrounding Communities Contact a Consultant to Discuss Vagrancy Issue Expansion of CRA Boundaries Waterfront Activities Strategic Planning Action Items A total of 14 action items emerged from Strategic Planning in April: Brooks Bridge Research Research Wage Adjustments for Employees Issue RFP for Pay & Classification Study Pilot Program for Residential Recycling Surplus Property Sales Grant Writing Consultant Fire Assessment Fee Preparation of FY 2013 -14 Budget Budget Goals Establish a sustainable budget to maintain current services Strategic Planning Session held in April 2013 14 Action Items from City Council Create a proactive culture within the City of Fort Walton Beach Position the City to grow and prosper for years to come Create an environment where the millage rate is evaluated on an annual basis Current Status of City Budget Declining General Fund Revenues & Workforce Taxable Assessed Values — Down 23. 7% since FY 2007 -08 Ad Valorem Revenues — Down 18. 0% since FY 2007 -08 Overall General Fund Revenues — Down 14. 2% since FY 2007 -08 FTEs — Down 30. 2% since FY 2007 -08 Renewal and Replacement Plans deferred No employee wage adjustments since FY 2008 -09 Increasing Costs MCI — Up 15. 8% since FY 2007 -08 Pension Contributions Medical Insurance Premiums Fuel & Utilities Taxable Value vs. Ad Valorem Revenues am 1, 200 5 0 0 1. 000 4 E c 800 U 3 IS 600 v 2 400 r 1 200 n S FY 2008 FY 2009 FY 2010 FY 2011 FY 2012 FY 2013 General Fund Taxable Value — General Fund Ad Valorem Revenue Taxable Values Down 23. 7% Ad Valorem Revenue Down 18% Staffing 300 250 200 150 100 50 FY 2008 FY 2009 FY 2010 FY 2011 FY 2012 FY 2013 Budget Full -Time Equivalent Positions General Fund workforce is down 30% from FY 2007 -08 with only a minimal reduction in services.  Millage Rate History 10,11., 8. 0000 7. 0000 6. 0000 5. 0000 4. 0000 3.