2010-08-17 Regular & Bdgt WkShpCITY OF OKEECHOBEE
AUGUST 17, 2010 BUDGET WORKSHOP AND REGULAR CITY COUNCIL MEETING
SUMMARY OF COUNCIL ACTION
PAGE 10F 9
11 AGENDA III COUNCIL ACTION - DISCUSSION - VOTE 11
I. CALL TO ORDER - Mayor:
August 17, 2010, City Council Regular Meeting; 5:00 p.m.
II. OPENING CEREMONIES:
Invocation given by Chaplin Steve Sanden, Okeechobee Correctional
Facility; Pledge of Allegiance led by Mayor.
II. MAYOR, COUNCIL AND STAFF ATTENDANCE - City Clerk.
Mayor James E. Kirk
Council Member Lowry Markham
Council Member Mike O'Connor
Council Member Dowling R. Watford, Jr.
Council Member Clayton Williams
City Administrator Brian Whitehall
City Attorney John R. Cook
City Clerk Lane Gamiotea
Deputy Clerk Melisa Jahner
Police Chief Denny Davis
Fire Chief Herb Smith
Public Works Director Donnie Robertson
III. OPEN BUDGET WORKSHOP - Mayor.
A. Discuss the proposed 2010-2011 Fiscal Year Budget - City
Administrator (Exhibit 1).
Mayor Kirk called the August 17, 2010 Regular City Council Meeting to order at 5:00 p.m.
In the absence of Chaplin Sanden the invocation was offered by Council Member Williams;
The Pledge of Allegiance was led by Mayor Kirk.
City Clerk Gamiotea called the roll:
Present
Present
Present
Present (left chambers at 5:45 p.m. to attend a funeral service and returned at 6:32 p.m.)
Present
Present
Present
Present
Present
Present
Present
Present
MAYOR KIRK RECESSED THE REGULAR MEETING AND CONVENED THE BUDGET WORKSHOP AT 5:13 P.M.
The proposed budget for the 2010-2011 Fiscal Year was presented to the City Council. The General Fund Budget
Summary lists the beginning Fund Balance as $2,745,409.00. Total Revenues as $4,919,796.00. Total Expenditures
as $5,380,733.00. This includes Transfers -In from Public Facilities Improvement Fund $317,653.00, and Capital
Improvement Projects Fund - Impact Fees $500.00. This also reflects a Millage Rate of 6.7432, leaving an unfunded
balance of $460,937.00. Staff offered three options to balance the budget for Council discussion.
r
n
AUGUST 17, 2010 - BUDGET WORKSHOP & REGULAR MEETING - PAGE 2 OF 9 475
II AGENDA III COUNCIL ACTION - DISCUSSION - VOTE II
III. BUDGET WORKSHOP CONTINUED.
A. Discuss the proposed 2010-2011 Fiscal Year Budget continued. Mayor Kirk yielded the floor to Administrator Whitehall and Accounts Supervisor Riedel who gave a power point
presentation regarding the budget preparation process, effects of the reduced revenue from the State and other factors
causing the estimated revenues to be lower than previous years. General Fund revenues have plunged $1.3 million
over the past three years, during this time various cost reductions have been put in place. The three possible options
to balance the budget were then reviewed in detail. Option One was to use the advertised millage rate of 7.993, which
would increase the revenues by $299,591.00 together with $161,340.00 from reserves. Option Two, increase the
millage by one mill, revenues would increase $240,027.00, together with $220,910.00 from reserves. Option Three,
use the reserves to balance the entire amount of $460,937.00.
In discussing the use of the City's reserves and increasing the millage, Staff explained that the deficit represents only
about 4 percent of the reserves. The purpose of the reserve's fund is to be used to level off the financial highs and
lows. Earnings alone on investments equate to more than $1.9 million. Staff also explained their reasoning for
increasing the millage in that, by not adjusting millage, the City is jeopardizing future ability to level adequately due
to the 'rollback.' Even at the roll -forward rate a resident will realize a 43 percent reduction from 2007, a 12 percent
reduction from last year.
As presented, the individual department budgets reflect the annual longevity step pay increases (1.5 percent) for
employees' who received at least a satisfactory rating on their annual evaluation. A comparison of the revenues from
the 2009/10 and 2010/11 Fiscal Years are:
Expenditures by Department:
511-Legislative: Total Personnel Cost: $ 60,422.00
Total Supplies and Other Services 61 652.00
Total FY 2010/11 Costs: $122,074.00
FY 2009/10 Budgeted Costs: $118,719.00
Cost changes included in above cost: Pension contribution increased from 12.24 to 13 percent. Reduced Shared
Services and Main Street contribution by 10%. Split final payment to IRSC in half. Economic grant request $10,000.
512-Executive: Total Personnel Cost: $149,333.00
Total Supplies and Other Services: 19 590.00
Total FY 2010/11 Costs: $168,923.00
FY 2009/10 Budgeted Costs: $166,373.00
476 AUGUST 17, 2010 - BUDGET WORKSHOP & REGULAR MEETING -PAGE 3 OF 9
AGENDA 11F COUNCIL ACTION - DISCUSSION - VOTE
III. BUDGET WORKSHOP CONTINUED.
A. Discuss the proposed 2010-2011 Fiscal Year Budget continued. Executive Budget continued, Cost changes included in above cost: Amended Health insurance to current rates.
Pension contribution increased from 12.24 to 13 percent. Increased property and casualty and workers' compensation
premiums by 10 percent.
2512-City Clerk: Total Personnel Cost: $129,414.00
Total Supplies and Other Services L5La49.00
Total FY 2010/11 Costs: $184,363.00
FY 2009/10 Budgeted Costs: $176,238.00
Cost changes included in above cost: Amended Health insurance to current rates. Pension contribution increased
from 12.24 to 13 percent. Increased property and casualty and workers compensation premiums by 10 percent.
513-Finance: Total Personnel Cost: $141,565.00
Total Supplies and Other Services LaZ63.00
Total FY 2010/11 Costs: $202,828.00
FY 2009/10 Budgeted Costs: $201,698.00
Cost changes included in above cost: Amended Health insurance to current rates. Pension contribution increased
from 12.24 to 13 percent. Increased property and casualty and workers' compensation premiums by 10 percent. IMS
Software decreased from last year.
514-Legal: Total Supplies and Other Services 70 461.00
Total FY 2010111 Costs: $70,461.00
FY 2009/10 Budgeted Costs: $75,732.00
Cost changes included in above cost: No discussion.
519-General Services Total Personnel Cost: $ 63,946.00
Total Supplies and Other Services 413 078.00
Total FY 2010/11 Costs: $477,024.00
FY 2009/10 Budgeted Costs: $542,154.00
Cost changes included in above cost: Amended Health insurance to current rates. Pension contribution increased
from 12.24 to 13 percent. Increased property and casualty and workers' compensation premiums by 10 percent.
AUGUST 17, 2010 - BUDGET WORKSHOP & REGULAR MEETING -PAGE 4 OF 9
II AGENDA III COUNCIL ACTION - DISCUSSION - VOTE II
III. BUDGET WORKSHOP CONTINUED.
A. Discuss the proposed 2010-2011 Fiscal Year Budget continued. 521-Police: Total Personnel Cost: $1,592,030.00
Total Supplies and Other Services $ 268,883.00
Total FY 2010111 Costs: $1,860,912.06
FY 2009/10 Budgeted Costs: $1,819,191.00
Cost changes included in above cost: Amended Health insurance to current rates. Pension contribution increased
from 10.55 to 15.61 percent. Increased property and casualty and workers' compensation premiums by 10 percent.
Maintenance contracts increased from previous years. We were able to decrease range supplies as they were
purchased within the current Fiscal Year. Decreased communication based on budget trends.
522-Fire: Total Personnel Cost: $1,096,078.00
Total Supplies and Other Services $ 176,387.00
Total FY 2010/11 Costs: $1,272,465.00
FY 2009/10 Budgeted Costs: $1,224,636.00
Cost changes included in above cost: Amended Health insurance to current rates. Pension contribution increased
from 4.04 to 10 percent. Increased property and casualty and workers' compensation premiums by 10 percent.
Decreased overtime for full-time Dispatchers, and increased part-time Dispatcher. Increased overtime by 6 percent
for annual and sick leave, and increased regular overtime by 11 percent based on budget trends.
541-Public Works: Total Personnel Cost: $ 548,816.00
Total Supplies and Other Services $ 472,866.00
Total FY 2010/11 Costs: $1,021,682.06
FY 2009/10 Budgeted Costs: $1,013,701.00
Cost changes included in above cost: Amended Health insurance to current rates. Pension contribution increased
from 12.24 to 13 percent. Increased property and casualty and workers' compensation premiums by 10 percent.
Increased solid waste collection rates by 2.3 percent. Decreased various line items based on cost analysis.
301-Public Facility Improvement Fund:
Total Revenue and Fund Balance $647,082.00
Total Expenditures $771,223.00
Transfer Out to General Fund $317,700.00
Fund Balance $497,497.00
478 AUGUST 17, 2010 -BUDGET WORKSHOP & REGULAR MEETING -PAGE 5 OF 9
AGENDA COUNCIL ACTION - DISCUSSION - VOTE
III. BUDGET WORKSHOP CONTINUED. !IF
A. Discuss the proposed 2010-2011 Fiscal Year Budget continued. Cost changes and Proposed Projections included in the above cost: The expenditures include the annual asphalt
project, right-of-way clean up, City Hall parking lot, the curbing and sidewalk annual projects, as well as a
Transportation Equipment Building.
303-Capital Improvement Projects Fund:
Total Beginning Fund Balance and Revenues $7,798,190.00
Total Expenditures Transfer to General Fund $1,040,568.00
Ending Fund Balance $7,105,122.60
Cost changes and Proposed Projections included in the above cost: Budget reflects combining all capital projects
and/or improvements and equipment expenditures within one fund (excluding Impact Fees). Projects per department
are 512-computer upgrades. 513 and 2512-computer upgrades. 519-$24,000 for cabling of the newly revised server
room, $25,512 to remodel the storage room and electronics for hallway. 521-radar, two computers and equipment and
$77,725 for radio's. 522-replace equipment, AED unit $1,800, air bottles $3200, radios and pagers $35,910, tracking
devises $4,800. 541-radios $9,021. 549-equipment for vehicles. 584-replacement vehicles.
306-Capital Improvement Projects - Impact Fees Fund Summary:
Total Beginning Fund Balance and Revenues $43,879.00
Total Expenditures 43 879.00
Ending Fund Balance $ 0.00
Following the review of the budget booklet, the Council turned their attention to review of grants and/or contributions
to various organizations. Following a lengthy discussion, the consensus of the Council was to leave Shared Services
at the current requested amount, $8,000 per year. Reduce Okeechobee Main Street's contribution to zero, but keep
the $500 per year postage contribution in lieu of an annual membership for the City. Reduce the final payment to
Indian River State College in half to $2,271.92. Contribute $5,000 to the OKMS Business Development Board. During
this discussion, Council Member Watford had to excuse himself from the meeting to attend a funeral service.
The next matter to discuss was the annual salary step plan. Council Members Markham and Williams suggested it be
eliminated from the budget. Mayor Kirk and Council Member O'Connor suggested it remain.
ADJOU
ORRN WORKSHOP AND RECONVENE REGULAR SESSION - III P MAYOR KIRK RECESSED THE BUDGET WORKSHOP AND RECONVENED THE REGULAR MEETING AT 6:08
AUGUST 17, 2010 - BUDGET WORKSHOP & REGULAR MEETING - PAGE 6 OF 9 4 / 9
II AGENDA III COUNCIL ACTION - DISCUSSION - VOTE II
IV. MINUTES - City Clerk.
A. Motion to dispense with the reading and approve the Summary of Council Member O'Connor moved to dispense with the reading and approve the Summary of Council Action for the
Council Action for the July 20, 2010 Regular Meeting. July 20, 2010 Regular Meeting; seconded by Council Member Williams. There was no discussion on this item.
VOTE
KIRK - YEA MARKHAM - YEA O'CONNOR - YEA
WATFORD - ABSENT WILLIAMS - YEA MOTION CARRIED.
V. WARRANT REGISTER - City Administrator.
A. Motion to approve the July 2009 Warrant Register: Council Member Markham moved to approve the July 2010 Warrant Register in the amounts, General Fund, three
hundred fifty thousand, nine hundred sixty-five dollars and thirty-three cents ($350,965.33); Capital Improvement
General Fund ................................ $350,965.33 Projects Fund, twenty-nine thousand, two hundred sixty-six dollars and ninety-five cents ($29,266.95); Public Facilities
Capital Improvement Projects Fund -Vehicles ......... $29,266.95 Improvement Fund, twelve thousand, one hundred sixty dollars and sixty-eight cents ($12,160.68); and Capital
Public Facilities Improvement Fund ................ $12,160.68 Improvement Projects Fund -Impact Fees, five thousand, nine hundred seventy dollars and ninety cents ($5,917.90);
Capital Improvement Projects Fund -Impact Fees ...... $5,917.90 seconded by Council Member O'Connor. There was no discussion on this item.
VOTE
KIRK - YEA MARKHAM - YEA O'CONNOR - YEA
WATFORD - ABSENT WILLIAMS - YEA MOTION CARRIED.
VI. AGENDA -Mayor.
A. Requests for the addition, deferral or withdrawal of items on today's III Mayor Kirk asked whether there were any requests for the addition, deferral or withdrawal of items on today's agenda?
agenda. New Business Items C and D were added.
VII. NEW BUSINESS.
A. Annual Review of Fee Schedule - City Clerk (Exhibit 2). Exhibit Two contained a memorandum from Clerk Gamiotea explaining, per Code Book Section 70-310(b) the Council
is to annually review the schedule of fees' listed in Appendix C and consider any revisions. Below is a list of
applications processed from mid 2009 to mid 2010 with the current fee as well as the actual costs. The only item that
seems out of line is the 2010 fee's for processing special exceptions and variances. She explained that Council can
consider leaving the fee's as they are for another year, or instruct the Clerk to modify the fee schedule and a proposed
resolution would be presented at the next meeting for further consideration.
•
AUGUST 17, 2010 - BUDGET WORKSHOP & REGULAR MEETING - PAGE 7 OF 9
II AGENDA III COUNCIL ACTION - DISCUSSION - VOTE II
VII. NEW BUSINESS CONTINUED.
A. Annual Review of Fee Schedule continued.
CURRENT FEE
ACTUAL COST
09-001-SSA Suarez
$850.00
$
479.01 (withdrawn)
09-001-R Suarez
$850.00
$
116.97 (withdrawn)
09-003-R Okee Asphalt
$850.00
$
886.15
09-004-R Miller
$850.00
$
904.02
09-001-SE Suarez
$500.00
$
626.61
09-002-SE Bridges
$500.00
$
603.17
10-001-SSA Shirley Baker
$850.00
$1,025.00
10-002-SSA Nunez
$850.00
$
595.60
10-001-R Nunez
$850.00
$
637.92
10-002-R Baker
$850.00
$
302.04
10-001-SE Goodbread
$500.00
$1,390.97
10-002-SE Perez
$500.00
$
839.74
10-003-SE Sacred Heart
$500.00
$
860.00
10-001-V Nelson
$500.00
$
843.10
Following a brief discussion, Council agreed with Clerk Gamiotea's recommendation to leave the fee's as they are with
no revisions. No official action was taken on the matter.
B. Motion to change the September 2010 regular meeting dates from Council Member Markham moved to change the September 2010 regular meeting dates from September 7 and 21
September 7 and 21 to September 14 and 28 at 6:00 p.m. to to September 14 and 28 at 6:00 p.m. to coordinate with the Budget Public Hearing dates and times; seconded by
coordinate with the Budget Public Hearing dates and times - City Council Member O'Connor.
Clerk (Exhibit 3).
VOTE
KIRK - YEA MARKHAM - YEA O'CONNOR - YEA
WATFORD - ABSENT WILLIAMS - YEA MOTION CARRIED.
ITEM ADDED TO AGENDA: C.1. a) Motion to read by title only and set Council Member Markham moved to read by title only, and set September 14 as a final public hearing date, for
September 14 as a final public hearing date, for proposed Ordinance No. proposed Ordinance No. 1064, providing for an extension of the right of reversion within Ordinance No. 1026;
1064 providing for an extension of the right of reversion within Ordinance seconded by Council Member O'Connor.
No. 1026 - City Attorney (Exhibit 4).
AUGUST 17, 2010 - BUDGET WORKSHOP $ REGULAR MEETING - PAGE 8 OF 9 481
1
AGENDA
VII. NEW BUSINESS CONTINUED.
C.1. b) Vote on motion to read by title only and set the final public hearing
date.
c) City Attorney to read proposed Ordinance No. 1064 by title only
2. a) Motion to approve the first reading of proposed Ordinance No
1064.
b) Comments.
c) Vote on motion.
ITEM ADDED TO AGENDA: D. Motion to authorize the Mayor to execute a
Letter of Support for the HUD Community Challenge Planning Grant and
DOT TIGER II Planning Grant application in conjunction with Outdoor World
Village project in Okeechobee - Brian Cartland, Business Development
Board (Exhibit 5).
COUNCIL ACTION - DISCUSSION - VOTE
VOTE
KIRK - YEA MARKHAM - YEA O'CONNOR - YEA
WATFORD - ABSENT WILLIAMS - YEA MOTION CARRIED.
Attorney Cook read proposed Ordinance No. 1064 by title only as follows: "AN ORDINANCE OF THE CITY OF
OKEECHOBEE, FLORIDA, AMENDING ORDINANCE NO. 1026, PROVIDING FOR EXTENSION OF RIGHT OF
REVERSION; PROVIDING FOR CONFLICTS; PROVIDING FOR SEVERABILITY, PROVIDING FORANEFFECT►VE
DATE."
Council Member Markham moved to approve the first reading of proposed Ordinance No. 1064; seconded by Council
Member Williams.
Clerk Gamiotea explained that First Baptist Church is requesting a 24-month extension on the reverter clause within
Ordinance No. 1026 as they have not obtained their Certificate of Occupancy for their new building and parking lot.
However, they are progressing with the plans and hope to be able to start the project by next year.
VOTE
KIRK - YEA MARKHAM - YEA O'CONNOR - YEA
WATFORD - ABSENT WILLIAMS - YEA MOTION CARRIED.
Mr. Brian Cartland, Director of the Business Development Board appeared before the Council requesting a letter of
support for a potential project, known as the Outdoor World Village. This project will include 625,000 square feet of
retail development as well as entertainment and lodging facilities and is expected to create approximately 2,000 job
opportunities. The Board of County Commission voted to pay half of the $11,000.00 toward the grant application. The
grant would help offset costs associated with planning for infrastructure and other needs of the project feasibility study.
It has been deemed the most desirable project in the Southeast United States. There are several other agencies
sending letters of support as well.
Council Member Williams moved to authorize the Mayor to execute a Letter of Support for the HUD Community
Challenge Planning Grant and DOT TIGER II Planning Grant application in conjunction with Outdoor World Village
project in Okeechobee; seconded by Council Member O'Connor.
AUGUST 17, 2010 - BUDGET WORKSHOP & REGULAR MEETING - PAGE 9 OF 9
II AGENDA III COUNCIL ACTION - DISCUSSION - VOTE II
VII. NEW BUSINESS CONTINUED.
D. Motion to authorize the Mayor to execute a Letter of Support for the
HUD Community Challenge Planning Grant and DOT TIGER II
Planning Grant application in conjunction with Outdoor World
Village project in Okeechobee continued.
RECESS AND RECONVENE BUDGET WORKSHOP
III. BUDGET WORKSHOP CONTINUED.
A. Discuss the proposed 2010-2011 Fiscal Year Budget continued
VII. ADJOURN MEETING - Mayor.
Please take notice and be advised that when a person decides to appeal any decision made
by the City Council with respect to any matter considered at this meeting, he/she may need to
insure that a verbatim record of the proceeding is made, which record includes the testimony
and evidence upon which the appeal is to be based. media are for the sole purpose
of backup for pfficial records of the Clerk.
ATTEST: James E. Kirk, Mayor
Land-Gamiotea, CM , City Clerk
KIRK - YEA
WATFORD - ABSENT
MARKHAM - YEA
WILLIAMS - YEA
O'CONNOR - YEA
MOTION CARRIED.
MAYOR KIRK CALLED FOR A RECESS AT 6:13 P.M. THE MEETING WAS RECONVENED AT 6:26 P.M. AT
WHICH TIME THE MAYOR ALSO RECONVENED THE BUDGET WORKSHOP.
Council Member Watford returned to the meeting. Mayor Kirk suggested the Council start the discussion where it left
off, whether or not to leave the proposed salary step increase within each department budget. The current consensus
was two to leave it in and two to take it out. Council Member Watford suggested, at this time it be taken out since the
budget could not be balanced without raising the millage or using reserves. The Council was presented with a
summary page of the proposed budget without the 1.5 percent salary step. The unfunded balance went from
$460,937.00 to $418,188.00. This however does not take into consideration the proposed changes. to contributions
to other governmental agencies.
The Council then considered various options to balance the budget, the final consensus was to raise the millage one-
half a mill (which would generate $120,013.00 in revenue) and use the reserves to balance the final amount.
There being no further discussion nor items on the agenda, Mayor Kirk adjourned the Budget Workshop and Regular
Meeting at 7:45 p.m. The next regular scheduled meeting is September 14, 2010 at 6:00 p.m.
1
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NDEPENDEA1T _
NEWSPAPER'S
OKE'ECHUIiEH NEWS 1075.6V- 17th Street, Suite D, O'Keechobec, FI_:11974 (863) 763-3134
STATE OF FLORIDA
COUNTY OF OKEECHOBEE
Before the undersigned authority personally
appeared Judy Kasten, who on oath says she is
Advertising Director of the Okeechobee News, a three
times a week Newspaper published at Okeechobee, in
Okeechobee County, Florida, that the attached copy of
advertisement being a
j
in the matter of r�-
C'
in the 19th Judicial District of thelCircuit Court of
Okeechobee County, Florida, was published in said
newspaper in the issues of
�3 i ✓(Ic
Affiant further says that the said Okeechobee News
is a newspaper published at Okeechobee, in said
Okeechobee County, Florida, and that said newspaper
has heretofore been published continuously in said
Okeechobee County, Florida each week and has been
entered as second class mail matter at the post office in
Okeechobee, in said Okeechobee County, Florida, for a
period of one year next preceding the first publication
of the attached copy of advertisement, and affiant fur-
ther says that she has neither paid nor promised any
person, firm or corporation any discount, rebate, com-
mission or refund for the purpose of securing this
advertisement for publication in the said newspaper.
Judy Kasten
Sworn to and subscribed before me this
( `^_�_� day of L_A�f�L .,'� � ."` �' AD
Notary Public, State of Florida at Large
NOTARY PUBLIC -STATE OF FLORIDA
Angie Bridges
Conin,ission #I)D779718
l:;xpires: AH, 20, 2012
BONDFD'TH.RU ATLANTIC BONDING CO., LNC.
BUDGET WORKSHOP AND CITY COUNCIL MEETING
NOTICE IS HEREBY GIVEN that the City Council of the City of C
bee will meet in Regular Session immedlat* foil the ew
29 orkshop scheduled for 6 00 .m., on Tueaday,.At" 17, 2019
rksholp is to55 Edisass and rev Ok—h �' ��a. The purpose of
tal Budget The public is invited and encourthe raagedd to attend. Fiscal Year
PLEASE TAKE NOTICE AND BE ADVISED that no stenographic record I
rtified court reporter will be made of the foregoing meeting. Actordir
Y Person who may seek to appeal any decision involving the matters
ed herein will be responsible for making a verbatim record of the testis
and evidence at said meeting upon which a a
,ase contact C' 2, appeal is to be City Administration at863-763-3372, or website rw.dtvofokeedtobea
—emu to obtain a coppyy of the agenda.
fn accordance with the Americans with Disabilities Act (ADA) of 1990 f
is needing special accommodation to participate in this proceed
utkl contact the City Clerk's Office at 863-763-3372 for assistance.
James E. Kirk, Mayor
3ne" Gam ---I cMc, City Clerk
0
IV.
CITY OF OKEECHOBEE
FIRST BUDGET WORKSHOP AND
REGULAR CITY COUNCIL MEETING
OFFICIAL AGENDA
AUGUST 17, 2010
CALL TO ORDER - Mayor: August 17, 2010, City Council First Budget Workshop and Regular Meeting , 5:00 p.m.
OPENING CEREMONIES: Invocation given by Rev. Steve Sanden, N; i l ch;
Pledge of Allegiance led by Mayor.
MAYOR, COUNCIL MEMBERS AND STAFF ATTENDANCE - City Clerk.
Mayor James E. Kirk
Council Member Lowry Markham
Council Member Mike O'Connor
Council Member Dowling R. Watford, Jr.
Council Member Clayton Williams
City Administrator Brian Whitehall
City Attorney John R. Cook
City Clerk Lane Gamiotea
Deputy Clerk Melisa Jahner
Police Chief Denny Davis
Fire Chief Herb Smith
Public Works Director Donnie Robertson
OPEN BUDGET WORKSHOP - Mayor.
A. Discuss the proposed 2010/2011 Fiscal Year Budget - City Administrator (Exhibit 1).
V. ADJOURN WORKSHOP AND RECONVENE IN REGULAR SESSION - Mayor.
F
PAGE 1 of 2
AUGUST 17, 2010 PAGE 2 of 2
M
VII.
MINUTES - City Clerk.
A. Motion to dispense with the reading and approve the Summary of Council Action for the July 20, 2010 City Council Regular Meeting.
WARRANT REGISTER - City Administrator.
A. Motion to approve the July 2010 Warrant Register.
General Fund $350,965.33
Capital Projects Improvement Fund $ 29,266.95
Public Facilities Fund $ 12,160.68
Capital Projects Impact Fee Fund $ 5,917.90
Vill, AGENDA - Mayor.
A. Requests for the addition, deferral or withdrawal of items on today's agenda.
IX. NEW BUSINESS.
A. Annual Review of Fee Schedule - City Clerk (Exhibit 2).
B. Motion to change the September 2010 regular meeting dates from September 71 and September 21" to September 14" and September 28" at 6:00 p.m.
to coordinate with the Budget Public Hearing dates and times - City Clerk (Exhibit 3).
X. ADJOURN MEETING.
PLEASE TAKE NOTICE AND BE ADVISED that if any person desires to appeal any decision made by the City Council with respect to any matter considered at this proceeding, such interested person will
need a record of the proceedings, and for such purpose may need to ensure a verbatim record of the proceedings, which record includes the testimony and evidence upon which the appeal is to be based.
City Clerk media are for the sole purpose of backup for official records of the Clerk.
•
• EMMIT I
AuG 17, 2010
GENERAL FUND - CITY OF OKEECHOBEE
RECAPITULATION - REVENUE AND EXPENSES
8/2/2010
2008/2009
2009/2010
2009/2010
2010/2011
BUDGET
Budget
Bud et
Estimate
Proposed
TO BUDGET
F/Y Beginning Fund Balance
$
9,142,016
$
2,679,259
$
2,679,259
$
2,745,409
REVENUES
97%AD VALOREM 6.7432
$
2,161,691
$
1,890,183
$
1,897,466
$
1,618,556
$
271,627
OTHER FEES
$
937,242
$
948,592
$
899,639
$
885 023
$
(63,569)
INTERGOVERNMENTAL
$
1,094,824
$
912,862
$
941 246
$
952,091
$
39,229
CHARGES FOR SERVICES
$
945,324
$
1,051,430
1,093,262
$
1,061,666
$
10,236
FINES FORFEITURES & PENALTIES
$
30,280
$
30,141
$
31,115
30 141
$
-
USES OF MONEY & PROPERTY
$
71,500
$
20,000
$
1,762
$
2,000
$
(18,000)
OTHER REVENUES
$
196,720
$
47,810
$
81,748
52,166
$
4,3561
$
5,437,581
$
4,901,018
$
4,946,238
4 601,643
$
(299,375)
TRANSFERS - IN
Public Facilities Fund Transfer -In
$
306,067
$
317,653
317,653
317,653
CDBG
Capital Pro' Im act Adm Fees
$
1,725
$
500
$
4,906
$
500
TOTAL REVENUES
$
5,745,373
$
5,219,171
$
5,268,797
$
4,919,796
EXPENDITURES
LEGISLATIVE
$
135,239
118,719
111,387
$
122,074
$
3 355
EXECUTIVE
$
166,346
$
166,373
161,496
$
168,923
$
2.550
CITY CLERK
$
186,953
$
176,238
$
168,133
184,363
$
8,125
FINANCIAL SERVICES
204,339
$
201.698
$
200.889
202,828
$
1.130
LEGAL COUNCIL
$
125,432
$
75,732
$
72,325
$
70,461
$
(5.2711
GENERAL SERVICES
$
487,075
$
542.154
$
503,840
$
477,024
$
65 130
LAW ENFORCEMENT
$
1,816,437
$
1,819,191
$
1 782 702
$
1,860,913
$
41,722
FIRE PROTECTION
$
1,235,345
$
1,224,636
$
1,224,943
$
1,272,465
$
a7 82s
ROAD & STREET FACILITIES
$
1,070,188
1 013 701
976.932
$
1 021 682
$
7981
TOTAL GEN. OPER. EXPENDITURES
$
5,427,354
$
5,338,442
$
5 202 647
$
5.38 0 733
$
42 291
Transfer Out from General Fund to Capital
$ 71171,393
$
FISCAL YEAR ENDING FUND BALANCE
$ 2,288,642
$ 2,559,988
$ 2,745A09
11:31 AM8/11/2010 Page 1
•
CITY OF OKEECHOBEE
BUDGET WORKSHOP
SUPPLEMENTAL AGENDA
AUGUST 17, 2010
I. Power Point Presentation
II. Review of Budget Booklet - Clarification/Explanations
Including Calendar
III. Review of Grants/Contributions (see attached)
Shared Services
Okeechobee Main Street
Indian River State College
Main Street Business Development Board
IV. Disposition of Salaries/Step Plan
V. Review resulting changes (if any from above) to budget numbers
VI. Discussion of other options
Including further review of the budget booklet, if necessary
•
City of Okeechobee
Provided by: Finance Dept.
Date Provided: 7/26/2010
2009/2010
Budget & Paid
SHARED SERVICES $ 8,000 $
AID TO PRIVATE ORGANIZATIONS
(MAIN STREET) $ 15,000 $
INTERLOCAL PART. w/IRSC $ 4,544 $
ECONOMIC DEV. GRANT $ - $
2010/2011
2010/2011
Request
Recommendation
Difference
8,000
$
7,200
$ (800)
15,000
$
13,500
$ (1,500)
4,544
$
2,272
$ (2,272)
15,000
$
10,000
$ (5,000)
Superintendent e
Patricia G. Cooper, Chairperson
I rp rson
Ed.D. Kelly Owens
Okeechobee County School Board Vice Chairperson
OOFPD OF o India Riedel
` 863-462-5000 Members
700 S.W. Second Avenue Fax 863-462-5159 Joe Arnold
g Suncom 761-5000 Okeechobee, Florida 34974 Gay Carlton
David Williams
FLOHID�
July 27, 2010
INVOICE
TO: City Administrator
City of Okeechobee
55 SE Third Street
Okeechobee, FL 34974
Description
Amount
Shared Services Network of Okeechobee County $8,000.00
2010-11
OU C-�e:t . ceea, aeaeapca
OKEECHOBEE MAIN STREET, INC.
111 NE 2nd Street - Okeechobee, FL 34972 - Phone 863.357.MAIN - Fax 863.763.1797
www.mainstreetokeechobee.com
April 4, 2010
Brian Whitehall
City Manager
City of Okeechobee
Okeechobee, FL 34972
Dear Mr. Whitehall,
This letter represents Okeechobee Main Street, Inc. (OKMS) request for consideration for
funding from the City in the 2010-2011 fiscal year. OKMS is requesting funding in the
amount of $15,000 to offset our overall budget for the upcoming fiscal year.
The financial support provided to Okeechobee Main Street as budgeted by the City
should be considered as an investment, or asset, as opposed to an expense. The benefits to
be realized by the City by having an active Main Street organization within the
community are limitless.
Main Street's contributions to the community are evidenced by the strong alliance of the
local business resulting from our continued membership growth, our sponsorship of
numerous community events, beautification projects and promotional activity to exhibit
and market the positive and wholesome attributes of Okeechobee.
With the continued growth and development of our City and the impending tax cuts that
have been proposed by the Legislature, we realize budget cuts will be forthcoming. While
it is important to reduce expenses for programs and services that are of minimal overall
benefit, it is equally important to weigh those expenditures that provide a significant
return. Your investment in Main Street is money well allocated and an investment that
compounds every day that the organization continues to exist within Okeechobee.
OKMS has been making significant progress in our commitment to bring various
services into Okeechobee over the past year. The following outlines those services and
achievements OKMS has made over the last year:
Okeechobee Main Street, Inc. Confidential — Restricted Access
1. Applied for and received a $2500 grant from Morgan Stanley's Volunteer
Incentive Program..
2. Planned and executed the 4th annual alternative Halloween Festival
celebration at the Agri -Civic Center which included support from other
non-profit organizations. This promotion hosted approximately 3500
children.
3. OKMS completed the third mural project on the CenturyLink bilding
depiciting the history of the local telephone company.
4. OKMS designed and installed the initial welcome sign at the South end of
the City limits.
5. Completed and passed our annual assessment from the Florida Main Street
Organization in August, 2009.
6. OKMS initiated and implemented the first economic development
organization in Okeechobee.
7. Received National Main Street accreditation based on our organization
accomplishments.
Another aspect of OKMS is the number of volunteers it requires to manage a successful
program. Since January, 2005, we have been tracking our volunteer hours for the State of
Florida. As of this date, we have over 26, 976 volunteer hours accrued for this year
which equates to $210,829.95. In addition to this amount of regular volunteer hours, the
State has allowed us to count the professional volunteer hours utilizing the respective rate
for each professional volunteer. As of this past six months, there were 335 professional
volunteer hours expended at the investment rate of $26,737. 50. This is a reflection of
the commitment that our volunteers have to Okeechobee and OKMS. Our membership
currently stands at over 180 businesses and over 30 individual members.
OKMS is committed to bringing various activities and cultural events for the citizens of
Okeechobee, as well as the revitalization of the downtown area and beautification in
general in the community.
OKMS looks forward to discussing our budgetary needs with you and the City Council.
Thank you for considering our request.
Sincerely,
Maureen Burroughs
Maureen Burroughs
President
Okeechobee Main Street
Okeechobee Main Street, Inc. Confidential — Restricted Access
Brian Whitehall Office of the City Administrator
July 7, 2010
Ann Decker, Executive Director
Indian River Community College Foundation
3209 Virginia Avenue, Bldg A-154
Fort Pierce, FL 34981-5596
RE: Funding Commitment to the Public Safety Complex
Hi Ann -
hope all is well with you!
This request may not come as a surprise to you and certainly the City is not in the habit
of continually renegotiating contributions, in this case to what was and is an exciting and
much needed asset in the Public Safety Complex facility. However, our financial
planning continues to come under significant scrutiny that necessitates re-examination
of any commitments.
According to our records, the City still has an outstanding balance of $4,543.84 left to
reach our contribution goal of $27,262.81. We would like the latitude to now contribute
one-half of that amount ($2,271.92) in this coming budget year (fye 2011, after 10/1/10)
and the remainder in next budget year (fye 2012, after 10/1/11)
The City requests this only under the premise that the proposed contribution
arrangement will not corrupt a matching funding mechanism or otherwise cause
irreparable financial issues for IRSC.
Thanks, in advance, for your consideration!
Sincerely,
Brian
Admi
55 S.E. Third Avenue • Okeechobee, Florida 34974-2932 . (863) 763-3372 • Fax: (863) 763-1686
`''�' OKEECHOBEE MAIN STREET, INC.
/T
111 NE 2nd Street — Okeechobee, FL 34972 — Phone 863.357.MAIN —
Fax 863.763.1797
OU vd4." yew V',-� www.mainstreetokeechobee.com
May 17, 2010
Brian Whitehall
City Administrator
Mr. Whitehall,
Per our recent conversation regarding budget requests for the next fiscal year,
Okeechobee Main Street has the following budget request for the Business
Development Board:
1. Business Development Board of Okeechobee ( Sub -division of OKMS) - $10,000
The request for the Business Development Board of Okeechobee is in alignment with
our 3 year business plan to be self funded. If you should require additional information,
please contact me on 863 697 6325.
Sincerely Yours,
Terry Burroughs
Terry Burroughs
Treasurer - OKMS
Okeechobee Main Street, Inc Confidential —Restricted Access
This document and the confidential information it contains shall be distributed, routed or made available
solely to authorized persons having a need to know within Okeechobee Main Street, Inc,. except with
written permission of Okeechobee Main Street, Inc.
11�
1
Calendar
• BUDGET • 2010/2011
08/ 17/2010 Budget Workshop, 5:00 pm
City Council Meeting
09/07/2010 Second Budget Workshop, 5:00 pm (if needed)
09/14/2010 First Public Hearing at 6:00 pm
City Council Meeting
09/28/2010 Final Public Hearing at 6:00 pm
City Council Meeting
All meetings to be held:
Council Chambers at City Hall
55 SE 3rd Avenue
Okeechobee, FL 34974
2011 080910 Wkshop Draft
Table of Contents
Budget Year 2oio/2oii
Title Page ................................
Budget Calendar .......................
Table of Contents .....................
Budget Summary ......................
1
Fund Balance (Historical)...........
1a
General Fund Revenues............
2
General Fund Expenditures........
4
Legislative ...............................
5
Executive ................................
7
City Clerk ................................
9
Finance ..................................
11
Legal......................................13
General Services ......................
14
Police.....................................
16
Fire........................................
18
Public Works ...........................
20
Public Facilities Fund.................22
CDBG Fund .............................24
Capital Projects Fund ................
25
Capital Project Impact Fee Fund.
26
Law Enforcement Special Fund...
27
Budget Notes ...........................
2011 080910 Wkshop Draft.xls
GENERAL FUND - CITY OF OKEECHOBEE
RECAPITULATION - REVENUE AND EXPENSES
8/9/2010
2008/2009
2009/2010
2009/2010
2010/2011
BUDGET
Bud et
Bud et
Estimate
Proposed
TO BUDGET
F/Y Beginning Fund Balance
$
9,142,016
$
2,239,953
$
2679259
$
2,745,409
REVENUES
97% AD VALOREM 6.7432
$
2,161,691
$
1,890,183
. $
1,897,466
$
1,618 556
$
(271,627)
OTHER FEES
$
937,242
$
948,592
$
899,639
$
885,023
$
(63,569)
INTERGOVERNMENTAL
$
1,094,824
$
912,862
$
941,246
$
952,091
$
39,229
CHARGES FOR SERVICES
$
945,324
$
1,051 430
$
1,093 262
$
1,061 666
$
10,236
FINES, FORFEITURES & PENALTIES
$
30,280
$
30,141
$
31,115
$
30,141
$
-
USES OF MONEY & PROPERTY
$
71,500
$
20,000
$
1,762
$
2,000
$
18,000
OTHER REVENUES
$
196,720
$
47,810
$
81,748
$
52,166
$
4,356
$
5,437,581
$
4,901,018
$
4946238
$
41601,643
1
299 375
TRANSFERS -IN
Public Facilities Fund Transfer -In
$
306,067
$
317,653
$
317,653
$
317,653
CDBG
Capital Pro Impact Adm Fees
$
1,725
$
500
$
4,906
$
500
TOTAL REVENUES
$
5,745,373
$
5,219 171
$
5,268,797
$
4,919,796
EXPENDITURES
LEGISLATIVE
EXECUTIVE
CITY CLERK
$
$
$
135,239
166,346
186,953
$
$
$
118,719
166,373
176,23
$
$
$
111 387
161,496
168 133
$
$
$
122,074
168 923
184,363
$
$
$
3,355
2,550
8,125
FINANCIAL SERVICES
LEGAL COUNCIL
GENERAL SERVICES
$
$
$
204,339
125 432
487,075
$
$
$
201,698
75,732
542,154
$
$
$
200,889
72,325
503,840
$
$
$
202,828
70,461
477,024
s
$
$
418,000
5,271
65,130
LAW ENFORCEMENT
$
1,816,437
$
1,819 191
$
1,782 702
$
1,860,913
$
41,722
FIRE PROTECTION
ROAD & STREET FACILITIES
$
$
1,235,345.
1,070,188
$
$
1 224,636
1,013,701
$
$
1,224 943
976,932
$
$
1,272,465
1,021,682
$
$
47,829
7,981
TOTAL GEN. OPER. EXPENDITURES
$
5,427,354
$
5 38,442
$
5,202,647
$
5,380 733
$
42,291
Option #1
Use of Milla a 7.993 as advertised
$ 299,597
Use of Prior Earnings
$ 161,340
0
Option #2
Use of 1 Mill
$ 240,027
Use of Prior Earnin s
$ 220,910
0
Option #3
Use of Prior Earnings $ 460.937
0
Transfer Out from General Fund to Capital
$ 7,171,393
$ -
FISCAL YEAR ENDING FUND BALANCE
$ 2,288,642
$ 2,120 682
$ 2 745 409
12:42 PM8/16/2010 Page 1
City of Okeechobee
Provided by: Finance Dept
8/2/2010
N
M
N
City of Okeechobee
Provided b : India Riedel, Finance
Date Provided: 08/02/10
Fund Balances at Fiscal year End from Audited Financial Statements
2010 balances are estimates as of 07/31
2005
2006
2007
2008
2009
2010 Est
General Fund
$ 5,597,821
$
6,652,239
$
7,929,298
$ 9,179,614
$
2,96027
$
3,030,477
Public Facility
$ 1,083,799
$
1,207,867
$
1,338,846
$ 785,345
$
974,791
$
739,838
CDBG
$ 22,400
$
6,997
$
7,007
$ 6,574
$
32
$
32
Capital Veh 8t E
$ -
$
-
$
652,137
$ 670,141
$
7,344,159
$
7,002,344
Impact Fee Fu
$ -
$
-
$
102
$ 60,995
$
70,135
$
101,456
Industrial Dev.
$ 127,431
$
41
$
18
$ 18
$
18
$
18
Special Law E
$ 13,409
$
4,183
$
2,547
$ 2,597
$
2,607
$
2,613
$ 6,545,198
$
7,857,333
$
9,915,941
$ 10,705,284
$ 11,356,069
$ 10,876,778
$10,000,000 ___...
$8,000,000 ...__
$4,000,000 _......
2005
City Investments - All Fund Types
... .. ..-° _.._ .....
._.��°".._ _.. __ .... ..._......
_. _.. _.. _. _ _ ..... ._....._
2006 2007 2008 2009
__.
_....._ _....
_.. _....._
-,„„- City Investments -AII Fund Types
2010)Fst)
2011 080910 Wkshop Draft.xls
GENERAL FUND - CITY OF OKEECHOBEE
RECAPITULATION - REVENUE AND EXPENSES
2008/2009
20082009
2009/2010
2009/2010
Estimate
2010/2011
Pronosed
BUDGET
TO BUDGET
Bud et
Estimate
Bud et
FIY BEGINNING FUND BALANCE
$ 9,142,016
$
9,142,016
$ 2,239,953
$ 2,679,259
$
REVENUES
TAXES:
311-1000
97%AD VALOREM 6.7432
TOTAL
$ 2,161,691
; 2,161 691
$
$
2,202,784
2,202,784
$ 1,890,183
$ 1,890 183
$ 1,897,466
$ 1,897,466
$ 1 618 556
$ 1,618,556
$
$
342000
271 627
271,627
OTHER FEES:
312-5200
314-1000
315.0000
314-8000
316-0000
319-0000
320-000
Fire Insurance Premium
Casualt Insurance Prem Tax Police
Utility Tax -Electric
Utility Tax/Franchise Telecommunications
UtilityTax/Propane
Prof & Business Tax Receipt
Public Service Fee
Taxi Cab
$ 59,520
$ 121,320
$ 360,700
$ 312,967
$ 27,729
$ 41,356
$ 13,500
$
$
$
$
$
$
$
59,520
121,320
378,217
320,599
20,883
53,356
3,800
$ 59,520
$ 131,320
$ 360,700
$ 312,967
$ 27,729
$ 42,856
$ 13,500
$ 51,600
$ 83,890
$ 402,010
$ 273 456
$ 18 003
$ 60 070
$ 10 610
$ 51,600
$ 83,890
$ 395,010
$ 270,129
$ 24 003
$ 47,141
$ 13,250
$
$
$
$
$
$
$
$
(7,920)
(47,430)
34,310
42 838
3 726
4 285
250
321-1000
Other -Business Tax Recei t
TOTAL
$ 150
$ 937,242
$
;
957,695
$ -
; 948,592
$ 899 638
; 885,023
$
63 569
INTERGOVERNMENTAL REVENUES:
$
418,000
335-1210
335-1400
335-1500
335-1800
312-6000
335-2300
338-2000
SRS Cigarette Tax
1 Mobile Home Licenses
Alcoholic Beverage Licenses
1/2 Cent Sales Tax
1 Cent Sales Surtax
Firefighters Supplement
County Business Licenses
TOTAL
$ 184,916
$ 28,637
$ 4,850
$ 302.380
$ 569,441
$ 600
$ 4,000
$ 1,094,824
$
$
$
$
$
$
$
$
194,429
25,531
5,362
286,393
552,199
600
3,719
1,068 233
$ 181,642
$ 28,637
$ 4,850
$ 229,957
$ 463,475
$ 600
$ 3,701
; 912,862
$ 181 642
$ 24,600
$ 5,010
$ 254,405
$ 471,148
$ 600
$ 3,841
$ 941,246
$ 181 660
$ 26,000
$ 4,850
$ 249 610
$ 485,670
$ 600
$ 3,701
; 952,091
$
$
$
$
$
$
$
;
18
(2,637)
19 653
22 195
-
38,229
CHARGES FOR CURRENT SERVICES
322-0000
322-1000
323-1000
323-7000
329-0000
Buildinq & Inspections Fees
Exception & Zoning Fees
Franchise -Electric
Franchise -Solid Waste
Plan Review Fees
$ 89,411
$ 15,500
$ 402.951
$ 67,009
$ 20,253
$
$
$
$
1 $
82,564
16,291
416.884
68,500
14,816
$ 197,000
$ 15,500
$ 402,951
$ 67,009
$ 22,253
$ 229,000
$ 8,150
$ 402,951
$ 83,029
$ 13,277
$ 197 000
$ 10,150
$ 402,951
$ 84,580
$ 14,277
$
$
$
$
$
(5,350)
-
17,571
(7,976)
341-2000
341-3000
341-4000
343-4010
Alley/Street Closing Fees
IMap Sales
Photocopies
Solid Waste Collection Fees-Resd.
TOTAL
$ 500
$ 100
$ 50
$ 349,550
; 945,324
$
$
$
$
625
100
26
349,550
949,356
$ 500
$ 100
$ 50
$ 346,067
; 1,051,430
$ 21
$ -
$ 2
$ 356,832
$ 1,093,262
$ 500
$ 100
$ 25
$ 352,083
$ 1,061,666
$
$
$
$
;
-
25
6,016
10,236
Information
on chap es/decreassalncreases
Based on 97 % of gross taxable values 14.8 % decrease from last ear .
12:42 PM8/16/2010 Page 2
2011 080910 Wkshop Draft.xls
GENERAL FUND - CITY OF OKEECHOBEE
RECAPITULATION - REVENUE AND EXPENSES
2008/2009
2008/2009
2009/2010
2009/2010
2010/2011
BUDGET
Bud et
Estimate
Budget
Estimate
Pro ouA
TO BUDGET
FINES FORFEITURES & PENALTIES:
351-1000
Court Fines
$ 22,680
$
26.324
$
19.500
$
19,231
$ 19.500
$
351-2000
Radio Comm. Fee
$ 5,000
$
10,841
$
7,841
$
8,083
$ 7,841
$
351-3000
Law Enforcement Education
$ 1,500.
$
2,781
$
1,700
$
2,027
$ 1,800
$
100
351-4000
Investigation Cost Reimbursement
$ 1,000
$
985
$
1,000
$
782
$ 750
$
250
351-5000
Unclaimed Evidence
$ -
$
_
$
-
$
300
$ -
$
354-1000
Ordinance Violation Fines
$ 100
1 $
220
$
100
$
692
$ 250
$
150
TOTAL
$ 30,280
$
41151
$
30141
$
31,116
$ 30,141
$
USES OF MONEY & PROPERTY:
$ 360,700
361-1000
Interest Earnings
$ 71,500
$
30,000
$
20,000
$
1 762
$ 2 000
$
(18,000)
361.3000
Investment Earnings
$
364-1000
Surplus City Property
$
TOTAL
$ 71,500
$
30,000
$
20,000
S
1,762
$ 2,000
j
18,000
OTHER REVENUES:
334-2000
Public Safety Grant
$ 21,057
$
21,057
$
4,139
$
334-3000
Special Purpose Grant
$ 49,214
$
34,914
$
343-9000
DOT Hwy Maint.Landscape/Mowing
$ 21 003
$
21,003
$
21,003
$
21,003
$ 21,003
$
343-9100
343-9200
DOT Master Traffic Signals Maint.
DOT Maint. Lights & Lights Contract
$ 6,990
$ 16,817
$
$
6,990
18,292
$
6,990
16,817
$
$
6,990
18 817
$ 8,103
$
$
1,113
369-1000
369-4000
369-5000
383-0000
Miscellaneous
Code Enforcement Fine
Police Accident Re orts
Ca italLease Proceeds
$ 79 714
$ 1425
$ 500
$ -
$
$
$
$
28 426
1 525
661
-
$
$
$
$
2 000
500
500
-
$
$
$
$
29 037
906
856
-
:W1
TOTAL
$ 196,720
$
132 868
$
47,810
$
81,748
OPERATING TRANSFER -IN:
Capital Project Improvements Transfer -In
$ 1 725
$
500
$
500
$
4,906
$ 500
$
381-1000
CDBG Fund Transfer -In
Public Facilities Improvement Transfer -In
$ -
$ 337,929
$
$
-
337,929
$
$
-
317,653
$
317,653
$ 317,700
$
$
47
TOTAL
$ 339,654
$
338,429
$
318,153
$
322,559
$ 318,200
$
47
TOTAL REVENUE & OTHER FUNDING SOURCES
$ 5,777,235
$
5,720,516
$
5,219,171
$
5,268,797
$ 4,919,843
$
558,064
OPERATING TRANSFERS -OUT
CDBG - Indust Pk
Capital Project Building & Improvements
$ 6,934,489
$
6,934,489
Ca ital Project Vehicles
$ 118,452
$
118,452
TRANSFERS OUT
$ 7,052,941
$
7,052,941
$
Information on changes/decreases/increases
12:42 PM8/16/2010
Page 3
a
2011 080910 Wkshop Draft.xls
GENERAL FUND - CITY OF OKEECHOBEE
Combined Expenses
2007/2008
200&2009
2008/2009
2009M458,8
/2010
2010/2011
Actual
Bud et
Estimate
Bumate
Pro osed
PERSONNEL COST:
1100
1401
1402
1403
1501
1510
1520
1540
2100
2200
2300
2400
2500
EXECUTIVE SALARIES 425,347 460,082 460,082 458,816 342,0001200 REGULAR SALARIES 1,693,190 1,865169 1865,169 1,842,832 1,883,8181201 HOLIDAY PAY 17497 21591 21591 18,214 22 5541202 OFF HOLIDAY PAY 23,333 25,068 25,068 26 009 25,0681300 OTHER SALARY 66,425 78,453 78,453 75,305 79,6581400 OVERTIME 27,710 36192 36,192 35,468 35 300
OVERTIME PAY/ANNUAL & SICK 39,114 44,824 44,824 44,824 64,276 47,513
DISPATCHER OVERTIME 8,473 9,902 9 902 9,902 7,977 8 500
OFFICERS OVERTIME PAY 61,108 64000 64,000 64,000 62,137 64,000
AUXILIARY & VOLUNTEER PAY 11,504 12 420 12.420 11,504 9,862 11,200
LONGEVITY/SERVICE INCENTIVE 0 1,500 1,500 0 0 250
OFFICERS LONGEVITY/SERVICE 0 250 250 500 500 1,250
CAREER EDUCATION 11,345 12,600
FICA 195,369 200,58 12,600 12 600 12,560 12,600
6 200 586 202,231 201,087 203,792
RETIREMENT 436,872 361,323 361,323 423,408 420,907 470,221
LIFE AND HEALTH INSURANCE 351 292 329 945 329 945 340 558 340 244 350,857
WORKERS COMPENSATION 79,323 81,454 104,182 95,895 95,921 105,500
UNEMPLOYMENT TAXES 0 0 0 0 0 418,000
TOTAL PERSONNEL COSTS:
3 447,902
3605,359
3629,087
3,682,138
3,672,115
4,032,081
SUPPLIES AND OTHER SERVICES:
3100
3102
3103
3200
3300
3400
3401
4000
4100
4300
4400
4500
4600
4609
4700
4900
4901
4902
4905
4903
4909
5100
5101
5102
5200
5201
5202
5203
5204
5204
5300
5400
6300 IMPROVEMENTS
6400
6401
7000
7100 INTEREST
8100 SHARED
8200
8201 INTERLOCAL
83100 PUBLIC
PROFESSIONAL SERVICES
PROF SERVICES PHYS FOR SCBA
MUNICIPAL CODE & WELLNESS PR
ACCOUNTING & AUDIT
LEGAL COST
OTHER CONTRACT SERVICES
GARBAGE COLLECTION FEE
TRAVEL AND PER DIEM
COMM. & FREIGHT
UTILITIES
RENTALS AND LEASES
INSURANCE
R&M VEHICLES
R&ME UIPMENT
PRINTING
ADVERTISING/OTHER CHARGES
EDUCATION -RESTRICTED
EDUCATION -NON -RESTRICTED
TRAINING & MATERIALS
CODE ENFORCEMENT
MISCELLANEOUS
OFFICE SUPPLIES
DETECTt VE SUPPLIES
INVESTIGATION FEES
OPERATING SUPPLY
FUEL AND OIL
OPERATING SUPPLIES TIRES
UN(FORMS/PATCHES
POSTAGE & SUPPLIES
DUMPING FEES
ROAD MATERIALS/SUPPLIES
BOOKS, PUBLICATIONS, ETC
E UIPMENT $7S0 OR MORE
MICRO FILM E UIPMENT
PRINCIPAIrCAD SYSTEM
-CAD SYSTEM
SERVICES
AID TO PRIVATE ORGANIZATIONS
PART. wQRSC
SERVICE GRANT
246,383
2010
5,534
29 800
6,333
131,572
302,639
27 743
44,584
55 359
12,941
214,729
22,998
115,820
1,674
13,865
12,001
3486
0
8,040
1,72]
9,240
3,129
37q
31 104
100,425
10,443
18102
6,005
335
19,816
9,254
74,961
237,994
0
40,628
3,758
0
0
9,088
0
295 ISS
4 000
7 600
31 100
75,000
159022
342,664
31,050
51,906
65 231
16 715
130,756
30010
101,140
2,500
20,000
27,966
7500
3,000
14,000
11,775
14,716
3,500
2,000
40,332
80,590
11,000
23,275
7 000
1,000
10,400
11,800
49,124
57,691
0
35 312
9,074
8,000
20,000
9,088
I5,000
240,966
2 695
7,280
28 800
61,200
130531
342,908
22,826
44 124
54,440
12,949
138,376
22,111
1OQ769
2243
]4,000
14,249
4,362
2,132
10,124
9,687
12,395
2,196
1,356
34,045
- 66.229
10 561
20,564
5 563
568
15,939
9,862
28,569
52,150
0
35,312
9,074
8,074
20,000
9,088
15,000
174,443
2 800
7,600
31 ] 00
25,000
151804
341,930
26,000
48 309
64,280
15 470
126,492
29000
63,858
2450
15,000
22,716
6,950
2,000
I 1 000
6,637
13,400
3,000
1,800
38,455
85,630
12,800
22,250
6,000
0
15 400
10,800
0
0
0
37,390
6,996
8 006
15,000
4 500
0
367,526
2 695
5,380
31,500
25,000
117194
345,780
1$602
43,034
52,835
14,313
126,492
29,297
49,794
1,758
I I,045
16 461
1,686
1,754
I0,857
3,763
10,105
2,212
800
32,677
82,713
9,590
17,547
5 886
270
6,560
9,437
0
0
0
37,390
6,996
8 996
15,000
4,544
0
339,918
800
7,100
29 50p
20,000
116,381
354,083
24,950
45,334
56,591
17,119
] 17 119
31,686
65,920
2,450
IS 000
21,300
5,950
2 000
1 ],000
12,540
13,400
3 000
1,800
32,205
85,000
13,500
20,950
6,300
500
10,000
10,800
0
0
0
39,590
4,796
8 796
13,500
2,500 272
10,000
TOTAL SUPPLIES AND OTHER SERVICES
1,833,893
1,936 995
1,623,243
1,656,304
1525,893
1,594,430
TOTAL COST:
5,291,795
5,442,354
5,251,330
5,339,442
5,198,008
5,676,511
3.74%
12:42 PM8/16/2010
Page 4
2011 080910 Wkshop Draft.xls
General Fund - 001
7/9/2010
DEPARTMENT: LEGISLATIVE
2007/2008
ACTUAL
2008/2009
BUDGET
2008/2009
ESTIMATE
2009/2010
BUDGET
2009/2010
ESTIMATE
2010/2011
PROPOSED
BUDGET TO
BUDGE
1100
EXECUTIVE SALARIES
26424
36100
36100
36100
36100
36100
0
1510
LONGEVITY/SERVICE INCENTIVE
0
750
750
0
0
0
0
2100
FICA
2784
2762
2762
2762
2762
2765
3
2200
RETIREMENT
24131
34521
3452
4420
4418
4693
275
2300
LIFE AND HEALTH INSURANCE
1 214981
169451
16945
17307
16981
16662
-319
2400
WORKERS COMPENSATION
1591
2071
207
183
183
202
19
TOTAL PERSONNEL COSTS:
532781
6 2161
602161
607721
60444
60422
-22
Number of Positions
Elected
5 5 5 5 5 5
12:42 PM8/16/2010 Page 5
I 4
2011 080910 Wkshop Draft.xls
General Fund - 001
DEPARTMENT: LEGISLATIVE
OPERATIONS AND SUPPLIES
2007/2008 2008/2009 2008/2009 2009/2010 2009/2010 2010/2011 ? BUDGET TO
ACTT IAI Cl ln/- CCTLII1Tv
3400
OTHER CONTRACT SERVICES
18,327
30,000
24,000
22,000
17,196
20,000
-2,000
4000
TRAVEL AND PER DIEM
9600
2400
2400
2400
750
2,400
0
4100
COMM. & FREIGHT
248
250
250
150
100
150
0
4500
INSURANCE
4295
2585
2585
2653
2653
2,930
277
4901
EDUCATION
0
500
500
1000
1000
1,000
0
4909
MISCELLANEOUS
45
1000
1000
1000
500
1,000
0
5400
BOOKS, PUBLICATIONS, ETC
1024
1200
1200
1200
1200
1,200
0
8100
SHARED SERVICES
8000
8000
8000
8000
8000
7,200
-800
8200
AID TO PRIVATE ORGANIZATIONS
20000
20000
20000
15000
15000
13,500
-1,500
8201
INTER -LOCAL PART. w/IRSC
9088
9088
9088
4544
4544
2,272
-2,272
8202
ECONOMIC DEV. GRANT
0
15000
15000
0
0
10,000
10,000
TOTAL SUPPLIES AND OTHER SERVICES
70,627
75,023
84,023
57,947
50,9431
61,652
3,705
GRAND TOTAL FOR DEPARTMENT 123,905 135,239 144,239 118,719 111,387 1229074 39683
Retirement contribution increased to 13% from 12.24%
Shared Services past contribution $8,000 Reduced by 10%
Main Street request of $15,000, reduced by 10%
IRSC-Remaining Balance of $4,544, recommend funding 1/2 this year and remaining next year
Economic grant request of $15,000, recommend and will accept $10,000
12:42 PM8/16/2010
Page 6
2011 080910 Wkshop Draft.xls
General Fund - 001
8/9/2010
DEPARTMENT: EXECUTIVE
PERSONNEL COST:
2007/2008 2008/2009 2008/2009 2009/2010 2009/2010 1 2010/2011 BUDGET TO
ACTUAL BUDGET ESTIMATE BUDGE ESTIMATE PROPOSED I BUDGET
1100
EXECUTIVE SALARIES
75,123
79,462
79,462
79,106
79,106
80,295
1,189
1200
REGULAR SALARIES
31,303
33,423
33,423
33,270
33,270
33,780
510
1510
LONGEVITY/SERVICE INCENTIVE
0
0
0
0
0
0
2100
FICA
8,404
8,674
8,674
8,766
8,766
8,776
10
2200
RETIREMENT
12,216
12,649
12,649
14,025
14,025
14,850
825
2300
LIFE AND HEALTH INSURANCE
11,151
10,500
10,500
10,885
10,885
10,865
20
2400
WORKERS COMPENSATION
555
557
557
698
724
767
69
TOTAL PERSONNEL COSTS:
138,7521
145,2651
145,2651
146,7501
146,7761
149,3331
2,583
Number of Positions
Full Time
Part Time
12:42 PM8116/2010 Page 7
2011 080910 Wkshop Draft.xls
General Fund - 001
DEPARTMENT: EXECUTIVE
SUPPLIES AND OTHER SERVICES:
2007/2008 2008/2009 2008/2009 2009/2010 2009/2010 1 2010/2011 BUDGET TO
ACTUAL BUDGET ESTIMATE BUDGE ESTIMATE PROPOSED I BUDGET
4000
TRAVEL AND PER DIEM
721
2,500
2,500
1,700
500
1,500
-200
4100
COMM. & FREIGHT
4,005
4,580
2,826
4,580
3,348
4,500
-80
4400
RENTALS & LEASES
0
0
0
1,970
1,968
2,100
130
4500
INSURANCE
5,440
3,285
3,285
3,673
3,673
4,040
367
4600
R&M VEHICLES
0
400
100
500
500
500
0
4609
R&M EQUIPMENT
351
1,700
753
1,200
700
1,150
-50
4901
EDUCATION
345
1,500
525
1,0001
500
900
-100
4909
MISCELLANEOUS
87
500
166
5001
260
500
0
5100
OFFICE SUPPLIES
414
1,116
824
1,000
784
1,000
0
5200
OPERATING SUPPLY
318
1,500
680
1,000
300
900
-100
5201
FUEL AND OIL
871
1,500
828
1,000
795
1,000
0
5400
BOOKS, PUBLICATIONS, ETC
936
1,500
1,500
1,500
1,392
1,500
0
6400
1EQUIPMENT ($750 OR MORE)
01
1,0001
0
0
1 01
0
0
TOTAL SUPPLIES AND OTHER SERVICES
13,488
21,081
13,987
19,623
14,720
19,590
33
GRAND TOTAL FOR DEPARTMENT 152,240 166,346 159,252 166,373 161,496 168,923 2,550
Amended Health Insurance to current rates
Retirement contribution increased to 13% from 12.24%
Property & Casualty and Worker Compensation Premiums estimates of 10% increase
12:42 PMs/16/2010 Page 8
2011 080910 Wkshop Draft.xls
General Fund - 001
7/1 /2010
DEPARTMENT: CLERK OFFICE
PERSONNEL COST:
2007/2008 2008/2009 2008/2009 200912010 2009/2010 2010/2011 BUDGET TO
�u wry CIIn!_C FCTIMATF PRAPCAM BUDGET
1100
EXECUTIVE SALARIES
49,082
52,305
52,305
52,0691
51,985
52,850
781
1200
REGULAR SALARIES
30,666
32,440
32,440
31,7041
32,311
32,900
1,196
1300
OTHER SALARIES
10,947
13,695
13,695
14,270
14,270
13,500
-770
1510
LONGEVITY/SERVICE INCENTIVE
0
250
250
0
0
0
0
2100
FICA
7,289
7,536
7,536
7,630
7,545
7,650
20
2200
RETIREMENT
9,061
9,509
9,509
10,529
10,347
11,147
618
2300
j LIFE AND HEALTH INSURANCE
11,847
11,200
11,200
11,585
10,750
10,870
-715
2400
IWORKERS COMPENSATION
396
398
398
452
452
497
45
0
TOTAL PERSONNEL COSTS:
119,288
127,3331
127.3331
128,2391
127,660
129,414
19175
Number of Positions
Elected 1 1
Full Time 1 1
Part Time 1 1
1 1 1 1
1 1 1 1
12:42 PM8/16/20W Page 9
2011 080910 Wkshop Draft.xls
General Fund - 001
DEPARTMENT: CLERK OFFICE
SUPPLIES AND OTHER SERVICES:
2007/2008 2008/2009 2008/2009 2009/2010 2009/2010 1 2010/2011 BUDGET TO
ACTIIAI Rllnr.FT FRTIMATF RIInf.F FRTIMATF i PRAPnSFn RI IM.FT
3103
MUNICIPAL CODE
2,054
3,500
4,400
3,500
2,500
3,500
0
3400
OTHER CONTRACTUAL SERVICES
8,700
9,000
8,800
9,000
8,800
9,000
0
4000
TRAVEL AND PER DIEM
1,946
4,000
2,200
2,000
1,322
2,000
0
4100
COMM. & FREIGHT
3,307
2,850
2,500
2,400
2,090
2,100
-300
4500
INSURANCE
6,439
3,925
3,925
4,201
4,201
4,621
420
4609
R&M EQUIPMENT
2,992
3,570
3,570
5,898
4,636
6,488
590
4900
ADVERTISING/OTHER CHARGES
13,865
20,000
14,000
15,0001
11,045
15,000
0
4901
EDUCATION
445
1,500
950
1,000
702
1,000
0
4909
MISCELLANEOUS/ELECTION
724
5,775
5,775
1,800
1,986
8,040
6,240
5100
OFFICE SUPPLIES
1,403
1,500
1,500
1,500
1,021
1,500
0
5400
BOOKS, PUBLICATIONS, ETC
1,870
2,000
1,945
1,700
2,170
1,700
0
6400
EQUIPMENT ($750 OR MORE)
17,230
2,000
0
0
0
0
6401
IMICRO FILM EQUIPMENT
1 01
01
0
0
0
0
TOTAL SUPPLIES AND OTHER SERVICES
60,975
59,620
49,565
47,999
40,473
54,949
6,950
GRAND TOTAL FOR DEPARTMENT 180,263 186,953 176,898 176,238 168,133 184,363 8,125
Dept Personnel Change 0,92%
Dept Operational Change 11.66%
Amended Health Insurance to current rates
Retirement contribution increased to 13% from 12.24%
Property & Casualty and Worker Compensation Premiums estimates of 10% increase
Decrease ad'I Travel & Per Diem
Decrease Office Supplies 5 .
12:42 PM8/16/2010
Page 10
2011 080910 Wkshop Draft.xls
General Fund - 001
7/1/2010
DEPARTMENT: FINANCE DEPARTMENT (513)
PERSONNEL COST:
1100
1200
1510
2100
2200
2300
2400
2500
EXECUTIVE SALARIES
REGULAR SALARIES
LONGEVITY/SERVICE INCENTIVE
FICA
RETIREMENT
LIFE AND HEALTH INSURANCE
WORKERS COMPENSATION
UNEMPLOYMENT TAXES
2007/2008
ACTUAL
35,588
59,638
0
7,118
10,653
17,035
476
2008/2009
BUDGET
37,729
64,067
0
7,841
11,345
16,300
587
2008/2009
ESTIMATE
37,729
64,067
0
7,841
11,345
16,300
654
2009/2010
BUDGE
37,554
63,685
0
7,905
12,762
16,866
754
2009/2010
ESTIMATE
37,559
63,392
0
7,795
12,654
17,140
754
2010/2011
PROPOSED
38,118
64,641
0
7,865
13,360
16,752
g29
BUDGET TO
BUDGET
564
956
0
-40
598
-114
75
0
TOTAL PERSONNEL COSTS:
130,508
137,869
137,936
139,526
339,294
14 ,,565
2,039
Number of Positions
Full Time
Part Time
3 3 3 3 3 3
0 0 0 0 0 0
12:42 PM8/16/2010
Page 11
2011 080910 Wkshop Draft.xls
General Fund - 001
DEPARTMENT: FINANCE DEPARTMENT (513)
SUPPLIES AND OTHER SERVICES:
2007/2008 2008/2009 2008/2009 2009/2010 2009/2010 1 2010/2011 BUDGET TO
3200
ACCOUNTING & AUDIT
- - - -- --
29,800
31,100
28,800
31,100
n I c
31,500
rMwrvacv
29,500
I tsuMpt 1
-1,600
3400
OTHER CONTRACTUAL SERVICES
0
250
50
150
0
200
50
4000
TRAVEL AND PER DIEM
745
1,750
1,750
1,500
1,485
1,750
250
4100
COMM. & FREIGHT
3,322
3,180
2,813
2,794
2,527
2,794
0
4500
INSURANCE
8,588
5,190
5,190
5,581
5,581
6,159
5784609
EQUIPMENT
,
,
,
9,060
8,760
9,060
0
4901
EDUCATION
1,058
1,400
1,400
9501
942
950
0
4909
MISCELLANEOUS
78
250
250
871
110
100
13
5]00
OFFICE SUPPLIES
1,816
2,400
2,350
1,900
1,652
1,900
0
5200
OPERATING SUPPLY
9,020
9,300
9,125
8,850
8,850
8,650
-200
5400
BOOKS, PUBLICATIONS, ETC
462
700
700
200
188
200
0
6400
EQUIPMENT ($750 OR MORE)
01
1,0001
1,100
0
0
TOTAL SUPPLIES AND OTHER SERVICES
62,962
66,470
63,478
62,172
61,595
61,263
0
909
TOTAL COST: 1 193,470 204,339
MANAGEMENT DISCUSSION REGARDING BUDGET VARIATIONS
201,414 201,698 200,889 202,828 1,130
Amended Health Insurance to current rates
Retirement contribution increased to 13% from 12.24%
Property & Casualty and Worker Compensation Premiums estimates of 10% increase
IMS Software decrease from last year
12:42 PM8/16/2010
Page 12
2011 080910 Wkshop Draft.xls
General Fund - 001
5/28/2010
DEPARTMENT: LEGAL SERVICES
ALL SERVICES & SUPPLIES:
2007/2008 2008/2009 2008/2009 2009/2010 2009/2010 1 2010/2011 BUDGET TO
ACTUAL BUDGET ESTIMATE BUDGE ESTIMATE PROPOSED BUDGET
2300
HEALTH INSURANCE
5,197
4,900
4,900
4,900
5,024
4,999
99
3100
PROFESSIONAL SERVICES
34,924
41,412
36,815
41,412
39,264
41,412
0
3300
LEGAL COST
6,333
75,000
61,200
25,000
25,000
20,000
-5,000
4000
TRAVEL AND PER DIEM
867
700
700
700
700
800
100
4100
COMM. AND FREIGHT SERVICES
885
1,500
1,048
1,800
864
1,200
-600
4609
R&M EQUIPMENT
210
270
270
270
268
400
130
4901
1EDUCATION
395
750
550
7501
580
750
0
5100
OFFICE SUPPLIES
30
400
1761
4001
125
400
0
5400
1 MEMBERSHIP & SUBSCRIPTIONS
0
500
3001
5001
500
500
0
TOTAL SUPPLIES AND OTHER SERVICES
48,841
125,432
105,9591
75,7321
72,325
709461
-5,271
GRAND TOTAL FOR DEPARTMENT
48,841 125,432 105,959 75,732 72,325 70,461 -5,271
418,000
12:42 PM8/16/2010 . Page 13
2011 080910 Wkshop Draft.xls
General Fund - 001
7/1 /2010
DEPARTMENT: GENERAL SERVICES
PERSONNEL COST:
2007/2008 2008/2009 2008/2009 2009/2010 2009/2010 2010/2011 BUDGET TO
AcmAI raunaFT FSTIMATF Hl1DGE ESTIMATE PROPOSED BUDGET
1200
REGULAR SALARIES
31,857
33,846
33,846
33,678
33,698
34,183
505
1300
OTHER SALARY
14,143
15,758
15,758
15,758
15,490
15,758
0
1400
OVERTIME
0
0
0
0
0
0
0
1510
LONGEVITY/SERVICE INCENTIVE
0
0
0
0
0
0
0
2100
FICA
3,753
3,775
3,775
3,834
3,784
3,825
-9
2200
RETIREMENT
3,625
3,795
3,795
4,205
4,157
4,445
240
2300
LIFE AND HEALTH INSURANCE
5,445
5,100
5,100
5,283
5,665
5,280
-3
2400
WORKERS COMPENSATION
317
325
413
413
413
455
42
TOTAL PERSONNEL COSTS:
59,140
62,599
62,687
63,171
63,207
63,946
775
Number of Positions
Full Time
Part Time
Betty Clement
j General Services Co-Ordinator
Patty Burnette
Administrative -Building Dept
12:42 PM8/16/2010
Page 14
2011 080910 Wkshop Draft.xls
General Fund - 001
DEPARTMENT: GENERAL SERVICES
SUPPLIES AND OTHER SERVICES:
2007/2008
2008/2009
200812009
2009/2010
200912010
2010/2011
BUDGET -TO-,
ACTUAL
BUDGET
ESTIMATE
BUDGET
ESTIMATE
PROPOSED
BUDGET
188,824
208,125
176,125
302,035
302,035
267,800
-34,235
147
�
95,169
111,772
95,343
116,654
90,073
85,181
t
3100
1PROFESSIONAL SERVICES
3400
4000
OTHER CONTRACTUAL SERVICES
TRAVEL AND PER DIEM
3,597
5,000
3,475
5,000
2,250
5,000
0
4100
COMM. & FREIGHT
3,226
3,380
2,120
2,425
2,137
2,080
-345
4300
UTILITIES
11,431
12,300
8,615
12,6001
8,902
10,177
-2,423
4400
RENTALS AND LEASES
4,607
4,764
4,913
4,100
3,720
4,803
703
4500
INSURANCE
25,343
15,280
19,015
15,684
15,684
17,252
1,568
4600
R&M VEHICLES
10
500
0
0
0
0
0
4609
R&M EQUIPMENT
7,024
50,000
50,000
10,330
6,682
10,330
0
4901
EDUCATION
319
500
500
200
110
200
0
4909
MISCELLANEOUS
-263
500
500
300
148
300
0
5100
OFFICE SUPPLIES
2,073
2,300
1,509
1,7001
1,251
1,700
0
5200
OPERATING SUPPLY
665
1,000
1,813
1,7551
1,755
1,755
0
5201
FUEL AND OIL
612
655
55
0
0
0
0
5204
POSTAGE & SUPPLIES
6,005
7,000
5,563
6,000
5,886
6,300
300
5400 IBOOKS,
PUBLICATIONS, ETC
30
400
0
200
0
200
0
6400 1EQUIPMENT
($750 OR MORE)
0
1,000
0
0
0
0
=±
TOTAL SUPPLIES AND OTHER SERVICES
348,6721
424,4761
369,5461
478,983
440,633
413,078
-65,905
GRAND TOTAL FOR DEPARTMENT
407,812 487,075 432,233 542,154 503,840 477,024-65,130
Amended Health Insurance to current rates
Retirement contribution increased to 13% from 12.24%
Property & Casualty and Worker Compensation Premiums estimates of 10% increase
12:42 PM8/16/2010 Page 15
2011 080910 Wkshop DraR.xls
General Fund - 001
7/1/2010
7/2/2olo DEPARTMENT: POLICE DEPARTMENT
PERSONNEL COST:
2007/2008 2008/2009 2000/2009 2009/201 2009/2010 1 2010/2011 1 BUDGET TO
1100
EXECUTIVE SALARIES
60,274
63,836
63,836
63,532
63,729
64,489
957
1200
1201
REGULAR SALARIES
HOLIDAY PAY
761,644
385
851,235
0
851,235
0
846,794
777
834,537
777
859,500
12,706
-777
1202
OFFICERS HOLIDAY PAY
23,333
25,068
25,068
25,068
26,009
25,068
0
1300
OTHERSALARY
18,163
24,000
24,000
24,000
22,745
24,000
0
40
OVERTIME
6,382
9,300
9,300
9,300
4,180
7,500
-1,800
1403
OFFICERS OVERTIME PAY
61,108
64,000
64,000
64,000
62,137
64,000
0
1501
AUXILIARY PAY
1,200
1,200
1,200
1,200
1,200
1,200
0
1510
LONGEVITY/SERVICE INCENTIVE
0
0
0
0
0
0
1520
OFFICERS LONGEVITY/SERVICE
0
250
250
500
500
1,250
750
1540
CAREER EDUCATION
10,745
12,000
12,000
12,000
11,%o
12,000
-0
2100
2200
2300
FICA
RETIREMENT
LIFE AND HEALTH INSURANCE
80,058
263,612
153,822
80,994
1 203.5421
143,300
80,994
203,542
143,300
80,994
�306519
79,532
241,802
147,147
81,854
269,826
147,648
860
26,796
490
2400
WORKERS COMPENSATION
26,867
28,900
33,809
30,619
33,6951
3,076
TOTAL PERSONNEL COSTS:
1,467,593
1,507,625
1,512,534
1,548,972
1,526,874
1,592,030
43,058
Number of Positions
Full Time
Part Time
26 26 26 26 26 26
0 2 2 3 3 3
12:42 PM8/16/2010
Page 16
2011 080910 Wkshop Draft.xls
General Fund - 001
DEPARTMENT: POLICE DEPARTMENT
SUPPLIES AND OTHER SERVICES:
2007/2008 2008/2009 20=2009 2009/201 2009/2010 2010/2011 BUDGET TO
ACTIIAI Runt-cT ccTwerc min-cer.uex I onn-- _
3100
PROFESSIONAL SERVICES
15,664
21,421
14,835
17,796
17,531
19,706
1,910
4000
TRAVEL AND PER DIEM
6,938
7,200
5,936
6,700
7,735
5,000
-1,700
4100
COMM. & FREIGHT
14,858
20,266
20,266
19,860
19,934
19,860
0
4300
UTILITIES
15,873
16,726
15,085
15,500
14,555
15,500
0
4400
RENTALS AND LEASES
6,656
6,951
6,360
6,400
6,849
7,416
1,016
4500
INSURANCE
68,297
37,207
37,751
34,611
34,611
38,075
3,464
4600
1 R&M VEHICLES
2,296
8,110
6,812
8,000
6,859
7,000
-1,000
4609
R&M EQUIPMENT
7,131
8,000
8,000
8,000
7,324
10,040
2,040
4700
PRINTING
1,540
2,000
1,776
2,000
1,600
2,000
0
4901
EDUCATION -RESTRICTED
1,051
5,816
1,880
5,816
1,445
4,500
-1,316
4902
EDUCATION - NON -RESTRICTED
2,506
6,000
2,880
5,500
896
4,500
-1,000
4909
MISCELLANEOUS
367
1,500
546
1,500
634
1,500
0
5100
OFFICE SUPPLIES
2,079
5,000
3,999
5,000
3,684
5,000
0
5101
DETECTIVE SUPPLIES
3,129
3,500
2,196
3,000
2,212
3,000
0
5102
INVESTIGATION FEES
379
2,000
1,356
1,800
800
1,800
0
5200
OPERATING SUPPLY
12,295
15,441
11,245
13,850
12,213
8,900
-4,950
5201
FUEL AND OIL
68,970
49,513
43,994
54,000
53,844
54,000
0
5202
OPERATING SUPPLIES TIRES
6,298
5,000
4,542
5,000
6,446
6,000
1,000
5203
UNIFORMS/PATCHES
7,985
10,275
8,423
10,000
7,130
9,200
-800
5400
BOOKS, PUBLICATIONS, ETC
1,004
11500
1,328
1,500
1,001
1,500
0
6400
EQUIPMENT $750 OR MORE
198,044
31,000
31,000
0
0
0
8300
PUBLIC SERVICE GRANT
0
4,139
0
7000
Principal -CAD Sstem
40,628
35,312
35,312
37,390
37,390
39,590
2,200
7100
Interest -CADS stem
3,758
9,074
9,074
6,996
6,996
4,796
-2,200
0
TOTAL SUPPLIES AND OTHER SERVICES
487,746
308,812
274,596
2702191
255,828
268,883
-1,336
GRAND TOTAL FOR DEPARTMENT 1,955,339 1,816,437 1,787,130 1,819,191 1,782,702 1,860,913 41,722
Amended Health Insurance to current rates
Retirement contribution increased to 15.61% from 10.55°%
Property & Casualty and Worker Compensation Premiums estimates of 10% increase
4609 IBM Maint. Contract, $3500; Maintenance agreement for copier
5200 Decrease range supplies, $3,000
4100 Decrease based on trend for Comm. & Freight
12:42 PM8/16/2010
Page 17
2011 080910 Wkshop Draft.zls
Genenl Fund - 001
728rz010
PERSONNEL COST.
20IW201I BUDGETTO
200712008 ACTUAL 200812009 BUDGET 200812009 ESTIMATE 200912010 BUDG 2009/2010 ESTMATE PROPOSED BUDGET
1100
EXECUTIVE SALARIES
57,014
60,760
60,760
60,504
60,504
61,415
911
1200
REGULAR SALARIES
550,255
595,901
595,901
592,989
592,782
601,884
8,895
1201
HOLIDAY PAY
17,112
21,591
21,591
22,220
17,437
22,554
334
1300
OTHERSALARY
23,172
25,000
25000
25,000
22,800
26,400
1,400
1400
OVERTIME
19,411
21,892
21,892
21,892
28,557
24,300
2,409
1401
OVERTRVtE PAY/ANNUAL & SICK
39,114
44,824
44,824
44,824
64,276
47,513
2,689
1402
DISPATCHER OVERTIME
8,473
9,902
9,902
9,902
7,977
8,500
-1,402
1501
VOLUNTEER PAY
10,304
11,220
11,220
10,304
8,662
10,000
-304
1510
LONGEVITY/SERVICE INCENTIVE
0
500
5001
0
0
0
0
1540
CAREER EDUCATION
600
600
600
600
600
600
0
2100
FICA
57,047
59,015
59,015
60,510
61,458
60,977
467
2200
RETIREMENT
95,567
72,794
72,794
86,702
86,658
101,435
14,733
2300
LIFE AND HEALTH INSURANCE
75,221
71,100
71,100
74,402
74,909
85,650
11,248
2400
WORKERS COMPENSATION
31,563
31,550
43,291
40,773
40,773
44,850
4,077
TOTAL PERSONNEL COSTS:
984,9531
1,026,649
1,038,390
1,050,6221
1,067,3931
1,096 078
45,456
Number of Positions
Full Time
Part Time
13 13 13 13
1 1 1 1
12:42 PM8/162010 Pegg 18
2011 080910 Wkshop Draft.xls
General Fund - 001
DEPARTMENT: FIRE DEPARTMENT
SUPPLIES AND OTHER SERVICES.
201012011 I BUDGET TO
1a CCTI_ OOr1Cf1QFr1 .-PT
3100
PROFESSIONAL SERVICES
3,641
9,200
6,641
9,200
7,696
9,000
-200
3102
PROF SERV PHYS FOR SCBA
2,010
4,000
2,695
2,800
2,695
800
-2,000
3103
WELLNESS PROGRAM
3,480
4,100
2,880
4,100
2,880
3,600
-500
4000
TRAVEL AND PER DIEM
2,721
6,000
3,396
5,000
2,221
5,500
500
4100
COMM, & FREIGHT
10,118
9,700
8,421
9,700
8,565
9,200
-500
4300
UTILITIES
12,727
14,680
13,022
14,680
13,517
14,000
-680
4400
RENTALS AND LEASES
1,678
5,000
1,676
3,000
1,776
2,800
-200
4500
INSURANCE
47,057
31,184
34,525
29,2541
29,254
32,199
2,945
4600
R&M VEHICLES
19,952
17,000
12,545
17,000
20,686
20,686
3,686
4609
R&M EQUIPMENT
13,459
16,100
16,665
16,100
16,452
16,452
352
4700
PRINTING
134
500
467
450
158
450
0
4901
EDUCATION
7,613
15,000
7,594
11,000
9,887
11,000
0
4902
PUBLIC EDUCATION & FIRE PREY.
980
1,500
1,482
1,450
790
1,450
0
4903
CODEENFORCEMENT
8,040
14,000
10,124
11,000
10,857
11,000
0
4905
TRAINING & MATERIALS
0
3,000
2,132
2,000
1,754
2,000
0
4909
MISCELLANEOUS
650
750
1,2501
700
125
600
-100
5100
OFFICE SUPPLIES
1,230
1,500
1,681
1,400
1,344
1,400
0
5200
OPERATING SUPPLY
8,144
11091
9,764
11,000
8,443
11,000
0
5201
FUEL AND OIL
10,535
9,900
7,983
10,630
8,832
10,000
-630
5202
OPERATING SUPPLIES TIRES
1,926
3,000
2,679
2,800
900
2,500
-300
5203
UNIFORMS/PATCHES
5,868
7,500
6,678
7,250
6,077
7,250
0
5400
BOOKS, PUBLICATIONS, ETC
3,822
3,500
2,389
3,500
2,641
3,500
0
6400
EQUIPMENT $750 OR MORE
18,4551
20,491
18,900
0
0
0
0
TOTAL. SUPPLIES AND OTILER SERVICES: 184,140 208,696 175,589 174,014 157,550 176,387 2,373
GRAND TOTAL FOR DEPARTMENT 1,168,993 1,235,345 1,213979 1,224,636 1,224943 1,272,465 47,829
Amended Health Insurance to current rates
Retirement contribution increased to 10. % from 4.04%.
Property & Casualty and Worker Compensation Premiums estimates of 10 % increase
PD 1402 Dispatcher OT decreased, Increased Dispatcher Part time
3103 Physicals will need to rebudgeted for next FY
Increased OT time by 6 % for 1401 & 11 % for 1400
12:42 PM8/162010 Page 19
2011 080910 Wkshop Draft.xls
General Fund - 001
7/2612010
DEPARTMENT: PUBLIC WORKS
PERSONNEL COST:
2007/2008 2008/2009 2008/2009 2009/201 2009/2010 2010/2011 Buor,FT Tn
1100
EXECUTIVE SALARIES
- -^-
121,842
.
1.29,890
....
129,890
tluuutzI
129,314
ESTIMATE
129,833
PROPOSED
131,255
BUDGET
1200
REGULAR SALARIES
227,827
254,257
254,257
253,132
252,842
256,930
1,941
3,798
1400
1510
OVERTIME
LONGEVITY/SERVICE INCENTIVE
1,917
0
5,000
5,000
5,000
2,731
3,500
-1,500
2100
FICA
28,916
0
29,989
0
29,989
0
29,830
0
29,445
250
30,080
250
250
2200
2300
RETIREMENT
LIFE AND HEALTH INSURANCE
39,725
50,076
44,237
50,600
44,237
47,735
46,846
50,465
2,730
2400
WORKERS COMPENSATION
18,990
18,930
50,600
24,853
52,172
22,003
51,743
22,003
52,131
24,205
-41
21202
TOTAL PERSONNEL COSTS:
489,293
532,903
538,826
539,186
535,443
548,816
9,630
Number of Positions
Full Time
Part Time
9 9 9 9 9
0 0 0 0 0
9
0
12:42 PM8/16/2010
Page 20
2011 080910 Wkshop Draft.xls
General Fund - 001
DEPARTMENT: PUBLIC WORKS
SUPPLIES AND OTHER SERVICES:
2007/2008 2008/2009 2008/2009 2009/201 2009/2010 2010/2011 BUDGET TO
FSTIUATF I PRnpr1RFn BUDGET
3100
PROFESSIONAL SERVICES
3,330
15,000
6,550
4,000
1,000
2,000
-2,000
3400
OTHER CONTRACTUAL SERVICES
9,376
8,000
2,338
4,000
1,125
2,000
-2,000
3401
GARBAGE COLLECTION FEE
302,639
342,664
342,908
341,930
345,780
354,083
12,153
4000
TRAVEL AND PER DIEM
608
1,500
469
1,000
1,639
1,000
0
4100
COMM. & FREIGHT
4,615
6,200
3,880
4,600
3,469
3,450
-1,150
4300
UTILITIES
15,328
21,525
17,718
21,500
15,861
16,914
4,586
4400
RENTALS & LEASES
0
0
0
0
500
500
500
4500
INSURANCE
49,270
32,100
32,100
30,835
30,835
33,919
3,084
4600
R&M VEHICLES
840
4,000
2,654
3,500
1,252
3,500
0
4609
R&M BUILDING & EQUIPMENT
76,580
11,550
11,561
13,000
4,972
12,000
-1,000
4901
EDUCATION
775
1,000
350
1,000
1,295
1,000
0
4909
MISCELLANEOUS
33
1,500
200
750
0
500
-250
5100
OFFICE SUPPLIES
195
500
356
500
244
500
0
5200
OPERATING SUPPLY
662
2,000
1,418
2,000
1,116
1,000
-1,000
5201
FUEL AND OIL
19,437
19,022
13,369
20,000
18,642
20,000
0
5202
OPERATING SUPPLIES TIRES
2,219
3,000
3,340
5,000
2,244
5,000
0
5203
UNIFORMS
4,249
5,500
5,463
5,000
4,340
4,500
-500
5204
DUMPING FEES
335
1,000
568
0
270
500
500
5300
ROAD MATERIALS/SUPPLIES
19,816
10,400
15,939
15,400
6,560
10,000
-5,400
5400
BOOKS, PUBLICATIONS, ETC
106
500
500
500
345
500
0
6300
JIMPROVEMENTS
74,961
49,124
28,569
0
0
6400
1 EQUIPMENT $750 OR MORE
4,265
1,200
1,150
0
0
TOTAL SUPPLIES AND OTHER SERVICES:
589.639
537,285
491,400
47A_Clltl
AA1 A201
472.866
1,649
GRAND TOTAL FOR DEPARTMENT 1,078,932 1,070,188 1,030,226 1,013,701 976,932 1,021,682 7,981
Amended Health Insurance to current rates
Retirement contribution increased to 13% from 12.24%
Property & Casualty and Worker Compensation Premiums estimates of 10% increase
Garbage Rates increased by 2.3%
Decrease of line items based on cost analysis
12:42 PM8/16/2010 Page 21
4
2011 080910 Wkshop Draft.xls
Public Facility Fund-301
5/28/2010
Public Facility Fund (Transportation)
2007/2008 2008/2009 2008/2009 2009/2010 2009/2010 2010/2011 BUDGET TO
F/Y BEGINNING FUND BALANCE
$ 1,207,193
S
782,413
$ 782,413
$
575,675
$ 874,791
$
939,338
M301-335.1220
LOCAL OPTION GAS TAX
$ 426,536
$
349,478
$ 362,122
$
346,478
$ 347,795
$
347,795
1,317
LOCAL ALTER, FUEL USER FEE
$ 181,203
$
131,151
$ 137,503
$
131,151
$ 183,444
$
176,500
45,349
SRS EIGHT CENT MOTOR FUEL
$ -
$
62,335
S 75,963
$
62,120
$ 75,676
$
62,335
215
NINTH CENT FUEL TAX
$ 74,477
$
56,802
$ 68,931
$
56,802
$ 61,887
$
56,802
0
.MOTOR
FUEL TAX REBATE
$ 3,071
$
1,650
$ 2,939
S
1,650
$ 3,002
$
1,650
0
301-361.1000
INTEREST EARNINGS
$ 29,136
$
19,500
$ 3,004
$
3,000
$ 2,040
$
2,000
-1,000
301-369.1000
MISCELLANEOUS
TOTAL REVENUES
714,423
620,916
650,462
601,201
6739844
647,082
45,881
Public Facility Budgeted Revenues
59%
12:42 PM8/16/2010 Page 22
2011 080910 Wkshop Draft.xls
Public Facility Fund-301
Public Facility Fund (Transportation)
2007/2008 2008/2009 2008/2009 2009/201 2009/2010 1 2010/2011 BUDGET TO
Ar`TIIAI RIIflPFT FRTIMATF RIInrAF ESTIMATE PROPOSED BUDGET
301-549.3100
PUBLIC FAC.-PROFESSIONAL SER.
$ 2,875
$ 2,500
$ 1,000
$ 2,500
$
-
$ 2,500
$ -
301-549-3400
PUBLIC FAC. CONTRACTUAL SERVIC
$ 63,300
$ 69,630
$ 57,600
$ 65,630
$
24,040
$ 65,000
$ (630
301-549-4300
PUBLIC FAC. UTILITIES
$ 79,489
$ 92,742
$ 58,382
$ 89,379
$
65,109
$ 87,223
$ (2,156)
301-549-4609
REPAIR & MAINTENANCE
$ -
$ -
$ 2,250
$ 2,500
$
1,000
$ 2,500
$ -
301-549-5300
PUBLIC FAC. ROAD & MATERIALS
$ 21,736
$ 26,096
$ 40,844
$ 40,096
$
40,000
$ 40,000
$ (96
301-549-6300
PUBLIC FAC. IMPROVEMENTS
$ 521,689
$ 333,955
$ 184,061
$ 349,000
$
54,000
$ 389,000
$ 40,000
301-549.6302
PUBLIC FAC. BEAUTIFICATION
$ 2,112
$ 10,000
$ 6,996
$ 5,000
$
2,495
$ 5,000
$ -
301-549.6400
PUBLIC FAC. MACHINERY &EQUIP
$ 139,977
$ 200,000
$ 200,000
$ 260,000
$
105,000
$ 180,000
$ 80,000
TOTAL EXPENSES
S 831,178
$ 734,923
S 551,133
$ 814,105
$
291,644
S 771,223
$ 42,882
Transfer to General Fund S 476,616 S 306,067 S 306,067 S 317,653 S 317,653 $ 317,700 $ 3179656
F/Y ENDING FUND BALANCE 1 1,090,4381 362,3391 575,6751 459118 93993381 497,497-228,893
6300 Asphalt project (apprx 50,700 sq yrds), right-of-way cleanup, parking lot, curbing and sidewalk
6400 Transportation Equip Building, $180,000
8°k
11%
32%
0%
5%
1%
12:42 PM8/16/2010 Page 23
4 w -4
2011 080910 Wkshop Draft.xls
10/l/2009
JCDBG FUND -CITY OF OKEECHOBEE
RECAPITULATION - REVENUE AND EXPENSES
2007/2008
2008/2009
2008/2009
2009/2010
Actual
Budget
Estimate
Budget
F/Y BEGINNING FUND BALANCE
$
$ 6,574
REVENUES
302-331.3200
CDBG GRANT (STATE)
$ -
$
$
$
302-331.3900
CDBG GRANT E-10
$ 13,096
302-361.1000
Interest Earnings
$ 6,574
302-381. 0000
TRANSFER IN -GENERAL FUND RESERVES
TOTAL REVENUES
$ 19,670
$
$
$
EXPENDITURES
302-2552.3100
PROFESSIONAL SERVICES
$ 13,096
0
0
0
302-2552.4609
COMMERCIAL BUILDING REHAB
$ -
0
0
0
302-2552.4909
MISCELLANEOUS
$
0
0
0
302-2552.6300
ISIDEWALKS & PEDESTRIAN MALLS
$
0
0
0
302-2652-3100
PROFESSIONAL SERVICES E-10
302-2652.3400
ENGINEERING SERVICES E-10
302-2652.6302
SEWER LINES CDBG E-10
302-2652.6304
WATER FACILITIES E-10
302-2652.6306
STREET IMPROVEMENTS
TOTAL EXPENDITURES
$ 13,096
0
0
0
REVENUES LESS EXPENSES
$ 6,574
0
0
0
302.9200
DUE TO GENERAL FUND
F/Y ENDING FUND BALANCE
$ 6,574
$ 6,574
12:42 PM8/16/2010
Page 24
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2011 080910 Wkshop Draft.xls
8/16/2010
CAPTTAL PROD IMPROVEMENTS - CITY O
RECAPITULATION - REVENUE AND EXPENSES
2007/2008 Actual
2009/2009 Budget
2009/2009
Estimate
2009/2010 Budget
2009/2010
ESTIMATE
2010/2011
PROPOSED
F/V BEGINNING FUND BALANCE
S 858
S
718,600
$ 718,600
S
8 140,005
S 8,140 005
$ 7,798 190
REVENUES
304-383,0000
CAPITOL LEASE PROCEEDS
$ 483,384
$
457,193
$ 457,193
$
418,000
$ 390,906
$ -
304-364,1000
DISPOSITION OF FIXED ASSETS
$ 448,800
$
456,000
$ 429,000
$
438,000
$ 434,600
$ 342,000
304-361.1000
INTEREST EARNINGS
$ 21
$
-
$ 2,000
$
16,000
$ 11,000
$ 5,500
304-369,1000
MISCELLANEOUS
$ -
$
$ -
$
-
$ 932,205
$
913,193
$ 888,193
$
872,000
$ 836,506
$ 347,500
EXPENDrrURES
304-512-6400
ADMINISTRATION CAPITAL
$ -
$
-
$ -
$
21,000
$ 20,870
$ 1,550
304-513-6400
FINANCE CAPITAL
$ -
$
-
$ -
$
2,100
$ 1,000
$ 2,100
304-519-6400
GENERAL SERVICES CAPITAL
$ -
$
-
$ -
$
36,400
$ 36,000
$ 49,512
304-521-6400
LAW ENFORCEMENT CAPITAL
$ -
$
63,405
$ 63,405
$
82,300
$ 82,300
$ 83,425
304-522-6400
FIRE PROTECTION CAPITAL
$ -
$
-
$ -
$
43,950
$ 43,950
$ 46,210
304-541-6400
PUBLIC WORKS CAPITAL
$ -
$
-
$ -
$
5,500
$ 5,500
$ 9021
304-549-6400
OTHER CAPITAL PROJECTS
$ -
$
69,500
$ 68,900
$
120,525
$ 120,215
$ 60,215
304-584.4909
MISCELLANEOUS
$ -
$
-
$ -
$
-
S
304-584 6400
CAPITAL LEASE/PURCHASE
$ 539,164
$
510,231
$ 512,960
$
418,000
$ 390,906418,000
304-2512-6400
CLERK CAPITAL
$ -
$
1,400
2,500
304-584.7100
PRINCIPAL
$ 464,298
$
507,014
$ 504,014
$
459,000
$ 458,020361,985
V
304-584.7200
INTEREST
$ 27,940
$
20,774
$ 22,549
$
19,600
$ 19,560
6 O50TOTAL
EXPENDITURES
SN1,031,402
$
1,170,924
$ 1,171,828
S
1,209,775
S 1,178,3211,040,568
TRANSFER IN FROM GENERAL FUND
$
$
7,052,941
$ 7,052,941
$
-
TRANSFER IN FROM FORMER CAPITAL PROJ
$
652,099
$ 652,099
TOTAL TRANSFER IN
$ 104,688
$
7,705 040
$ 7,705 040
$
-
F/Y ENDING FUND
BALANCE
$ 6,349
$
8,165,909
$ 9,140,005
S
7,302,230
$ 7,799,190
S 7,105 122
Cost changes
and Proposed Projects Included In above cost
Combining all Capital Projects/improvements and E ui ment Expenditures within one
Fund (excludirut Impact Fee Ex enses
512
1 COMPUTER HARD DRIVE
513 & 2512
Hard Drive for various de is
519
$24,000 Cabling/Server room confi .;$25,512 Storage Room, Electronic for hall
521
Radar, 2 Computers & equip ; Radio 77,725
522
Rep] cement Equipment: AED Unit, $1800; Air Bottles,
$3200; Radios & p1gers,
$35910;
Trackin Devices, $4,800
549
Equipment urchase for vehicles
584
Re lacement vehicles
541
Radios, $9021,
12:42 PM8/16/2010
Page 25
4 n A
2011 080910 Wkshop Draft.xls
7/27/2010
CAPITAL PROJECT -IMPACT FEES
2008/2009 Budget
2008/2009
Estimate
2009/2010 Budget
2009/2010
ESTIMATE
2010/2011
PROPOSED
F/Y BEGINNING FUND BALANCE
$
718,600
$
718,600
$
5,448
S
5,448
$
41,769
REVENUES
303-341.0000
ADMINISTRATION COST FOR IMPACT FEES
$
600
$
1,472
$
600
$
4,661
$
600
303-361.1000
INTEREST EARNINGS
$
1,125
$
27
$
25
$
10
303-324.1101
LAW ENE. RESD IMPACT FEES
$
-
$
-
$
-
$
1,470
$
303-324.1102
FIRE PROTECTION RESD. IMPACT FEES
$
-
$
-
$
-
$
3,460
$
303-324.1201
LAW ENE. COMM. IMPACT FEES
$
750
$
1,771
$
750
$
1,800
$
250
303-324.1202
FIRE PROTECTION COM.. IMPACT FEES
$
1,250
$
2,343
$
1,250
$
8,400
$
500
303-324.3100
TRANSPORTATION RESD. IMPACT FEES
$
-
$
-
$
-
$
8,550
$
303-324.1202
TRANSPORTATION COM. IMPACT FEES
$
2,300
$
3,683
$
2,300
$
7,980
$
750
TOTAL REVENUE
$
6,025
$
9,296
$
4,925
$
36,321
$
2,110
EXPENDITURES
303-0521-6400
LAW ENE. CAPITAL PROJECTS
$
_
$
_
$
$
$
303-0522-6400
FIRE PROTECTION CAPITAL PROJECTS
$
74,000
$
68,877
$
$
$
303-0541-6300
TRANSPORTATION IMPROVEMENTS
$
$
303-0541-6400
TRANSPORTATION CAPITAL PROJECTS
$
_
$
$
303-0549-6400
OTHER CAPITAL IMPROVEMENT PROJECT/COST
$
-
$
$
$
$
TOTAL EXPENDITURES
$
74,000
S
68,877
S
$
_
$
303-38L000
TRANSFER OUT TO GENERAL FUND
$
1,725
$
1,472
$
500
$
4,661
$
600
TOTAL TRANSFER OUT
$
1,725
$
1,472
$
500
$
4,661
$
600
TRANSFER OUT TO CAPITAL PROJ FUND
$
652,099
$
652,09
$$
-
$
- _
$
TOTAL TRANSFER IN
$
652,099
$
652,099
$
_
$
$
$
727,824
$
722,448
$
5 00
DUE TO CAPITAL ASSETS
$
55,100
$
60,053
$
55,100
$
55,100
$
55,100
DUE FROM IMPACT FEE REVENUES
$
55,100
$
60,053
$
55,100
$
55,100
$
55,100
F/Y ENDING FUND BALANCE
S
$
5,448
$
9,873
$
41,769
$
43,879
12:42 PM8/1612010 Page 26
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2011 080910 Wkshop Draft.xls
5/18J2010
LAW ENFORCEMENT SPECIAL FUND - C
RECAPITULATION - REVENUE AND EXPENSES
F/Y BEGINNING
REVENUES
FUND BALANCE
20072008 Actual
$ 2,547
20082009 Bud et
$ 3,127
2009/2009
Estimate
$ 3,127
20092010 Bud et
$ 3,127
20092010
ESTIMATE
$ 3,127
2010/2011
PROPOSED
$ 3,132
601-351.1000
601-351.2000
601-361,1000
601-369-1000
ADMINISTRATIVE FEES
CONFISCATED PROPERTY
INTEREST EARNINGS
MISCELLANEOUS
$ _
$ 38
$
$ 10
$
$ 10
$ 10
$ 5
$ 5
TOTAL REVENUE
S 38
$ 10
$ 10
$ 10
S 5
$ 5
EXPENDITURES
601-529A909
601-549.6300
601-549.6400
LAW ENF. SPECIAL MISC_
LAW ENF. SPECIAL IMPROVEMENT
LAW ENF. SPECIAL MACH & E UIP
0
TOTAL EXPENDITURES
F/YENDINGBALANCES
$ 2,585
$ 3,137
$ 3,137
$ 3,137
$ 3,132
$ 3,137
Remainin Funds have a ve restrictive use
12:42 PM8/16/2010
Page 27
•
2011without Step 080910 Wkshop Draft
GENERAL FUND - CITY OF OKEECHOBEE
RECAPITULATION - REVENUE AND EXPENSES
8/9/2010
Without Step of 1.5%
2008/2009
2009/2010
2009/2010
2010/2011
BUDGET
Bud et
Budget
Estimate
Proposed
TO BUDGET
F/Y Beginning Fund Balance
$
9,142,016
$
2,239 953
$
2 679 259
$
2,745,409
REVENUES
97% AD VALOREM 6.7432
$
2,161,691
$
1,890,183
$
1,897,466
$
1,618,556
$
271,627
OTHER FEES
$
937,242
$
948,592
$
899,639
$
885,023
$
63,569
INTERGOVERNMENTAL
$
1,094,824
$
912,862
$
941,246
$
952,091
$
39,229
CHARGES FOR SERVICES
$
945,324
$
1,051,430
$
1,093,262
$
1,061,666
$
10,236
FINES, FORFEITURES & PENALTIES
$
30,280
$
30,141
$
31,115
$
30,141
$
-
USES OF MONEY & PROPERTY
$
71,500
$
20,000
$
1,762
$
2,000
$
18 000
OTHER REVENUES
$
196,720
$
47816
$
81,748
$
52166
$
4,356
$
5,437 581
$
4,901,018
$
4,946,238
$
4 601 643
$
(299,375)
TRANSFERS -IN
Public Facilities Fund Transfer -In
$
306,067
$
317,653
$
317,653
$
317,653
CDBG
Capital Pro' Impact Adm Fees
$
1,725
$
500
$
4,906
$
500
TOTAL REVENUES
$
5,745,373
$
5,219,171
$
5,268,797
$
4,919,796
EXPENDITURES
LEGISLATIVE
$
135,239
$
118,719
$
111,387
$
122 074
$
3,355
EXECUTIVE
$
166,346
$
166,373
$
161,496
$
158,452
$
7,921
CITY CLERK
$
186,953
$
176,238
$
168,133
$
182,879
$
6,641
FINANCIAL SERVICES
$
204,339
$
201,698
$
200,889
$
201,288
$
410
LEGAL COUNCIL
$
125,432
$
75,732
$
72,325
$
70,461
$
5,271
GENERAL SERVICES
$
487,075
$
542,154
$
503,840
$
476,538
$
65,616
LAW ENFORCEMENT
$
1,816,437
$
1,819,191
$
1,782,702
$
1,847 171
$
27,980
FIRE PROTECTION
$
1,235 345
$
1,224,636
$
1,224 943
$
1,262 659
$
38,023
ROAD & STREET FACILITIES
$
1,070,188
$
1 013 701
$
976,932
$
1 016,462
$
2,7s1
TOTAL GEN. OPER. EXPENDITURES
$
5,427,354
$
5,338,442
$
5,202 647
$
5,337,984
$
ass
(? fiOn #Z
Use of 1 MR
$7:
Ube c�f;f'nor.l=�rrtings
$:
Transfer Out from General Fund to Capital
$ 7,171,393
$ -
FISCAL YEAR ENDING FUND BALANCE 1
$ 2,288,642
$ 2,120,682
$ 2,745,4
9:45 AM8/1012010
Page 1
1
Budget Workshop
For
Fiscal Year
2011
What makes up the City's Budget
❑ Revenues
James Kirk, Mayor
Lowry Markham
Dowling Watford
D. Clayton Williams
Mike O'Connor
What makes up the City's Budget
❑ Revenues
❑ Expenditures
❑ Fund Balance
Revenue -
Past 3 years in Review
❑ Added Homestead Exemptions
❑ Added TPP $25,000 Exemption
❑ 10% CAP on Values
❑ Decrease in Taxable Values
❑Decrease in Sales Tax Revenues
❑Decrease in Fuel Tax Revenues
1
Ad Valorem — 3 year change
Ad Valorem is the City's largest source of revenue to fund
services for its citizens
Effects on Taxable Values from a Homeowners
perspective:
■ Additional Exemptions, $25,000 Homestead
■ Senior Exemption, $25,000
■ Save our Home Transfer
■ Decrease in Market/Assessed Values
IAd Valorem — 4 year change
Illustra
Own
Using the 7.7432 rate
this Business Owner's Tax bill
TPP A4
will
Tax @
Decrease
Tax @
$57.00
Tax @
Tax @ 7.9993
this year from last year.
sso
"Based on
o in 21110.
11Ad Valorem — 3 year change
Ad Valorem is the City's largest source of revenue to fund
services for its citizens
Effects on Taxable Values from a Business Owners
perspective:
■ Tangible Personal Property Tax Exemption, $25,000
■ CAP of 10% on Values
■ Decrease in Market/Assessed Values
Ad Valorem — 4 year change
Illustra
Hom
Using the 7.7432 rate
this Homeowner's Tax bill will
10
Ass
Tax
Decrease $77.00 this year
Tax
from last year.
Tax _7.743
446
Tax @ 7.999
460
•Based on a
decrease of 15 % assessed value decrease in 20W and 15.6%in 2010
■I Revenue Estimates
❑ Sales Tax Revenue amounts are leveling
❑ LCIR Estimates last year and this year have been
more realistic
❑ Most major tax sources have `made estimate' or
slightly exceeded forecasts by the inter -agency
Revenue Estimating Conference.
2
•
State I�er7� nue L'Stimates (I..,CIR j
21 Initial
["es
20111
2010
2010
2011
I)"
Amended
1,2' 11 les
nm MW
list IMm)
tA.V,
Eslimbtus
Local Gnvemment
I lnll{enl5alev 7'n�
1153, 179
1111S.552
$233,616
$229.957
$262,748
Municipal R.wenue
snaring
$197419
$194 b77
$151N.1`)8
$195.027
195,046
1 ivalui„naey
i Ccnl
115246R
$581053
E471 1111
$463_475
$511.272
'I'oWl S"InT} LC llt
]-slimati-Raiuciiml
$1.20i3O(y,
$1.U%4,291
8902,905
$8E8459
8969,026
1[6
Year Budgeted Revenues
2W.41006
2101N21017
2007a0M
2W0 21019
21019a010
2111.21,11
AD VALOREM
$2MI,737
$2.168,W)
S2.205.M7
S2.202.784
$1,897.464
$1,618,556
OTHER t'P,F9
S 976,721
SI.II4.719
S1.098,169
S 957,695
S 9J8,592
SUSA23
INTERI:( ERNMENTAL
$1.130.421
S1.198.976
$1.242.M4
S1.068.233
S 912862
S952IN1
C HARGES FOR
SERViC'ES
S 878.434
SLIIg880
SLOZ881
S 949.356
$ 951.430
SMAL666
FINES, FORFEITURES&
PENALTIES
$ 29.559
b 31.7.
S 41391
S 4L151
S 30.141
S30.140
TISES OFMONEY
$ 149.374
S 297.W)3
S 176.081
5 M,000
S 20.000
T2000
OTHER REVENUES
T 125.426
S 145,.303
3 .368,526
S 1328(.R
b J].810
T52,166
What makes up the City's Budget
❑Expenditures
Revenues Trends
47,po,
35% of Reree are
from Ad Valorem
Prroryara
Ad V111orem Re3en11e
waa 40%ot tYc gadget#
$2,000,000
$I,s Combined
$1.3 million
$1,D Over 3 veers
$U
21NISrz01r6 1006a1017 2007a008 2W82009 20119a010 2010rz011
General Fund FY Budget from year to
$5,700,000
$5,600,000
$5,500,000
$5,400,000
$5,300,000
S5,200,000
S5,100,000
2006a01r7 2007a1r08 21r S8 " 2009nO10
® Fs<ul Bud8e4n
3
L'
0
Cost Reductions
■ Turn offal] non -essential lights, equipment, adjust
thermostats
x Utilization of email opposed to paper when possible
x Train the trainer program ongoing to alleviate travel and
overtime
■ Utilization of Part-time certified officers in lieu of
overtime
1t Drilling a well at the City barn for cleaning of equipment
x Replace all bulbs with CFL energy efficient bulbs
x Utilize Fire department generator one day a week
x Review water meters for necessity
Cost Reductions
• Bi-weekly payroll in lieu of weekly —
supplies and time savings
• Business Tax Receipt renewals on postcards
instead of letters -supplies & postage
• Re -use of copier boxes for record storage
• Re -inking printer cartridges
• Purchase of more efficient equipment (ie:
Network printers vs. color inkjet)
Citv of Okeechobee
Reduction in each departments operating expenses
were realized with a total reduction in General
Fund operational cost of:
Over 3.6% in 2008
Over 7.7% in 2009
Over 13% in 2010 and
an additional 3.7% this year.
Fuel Cost Reduction
• Road Patrol will park 15 minutes of every
hour for foot patrol
x No idling of parked cars
• Combine trips in vehicles, ie: inspections,
etc.
-i
Additional Accomplished
Reductions
Changed Health Insurance 25%
s Craig A. Smith
r Software Maintenance Contract
Audit Services
1RSC
Business Development Board
Additional suggested decreases.
Shared Services 10%
Okeechobee Main Street 10%
Fiscal Year 2011 General Fund
❑ Total General Fund revenue plunged $1.3 million
over the past 3 years
❑ The cumulative effect of the decrease in taxable
values compounded by not using the roll back rate
equates to more than a $550,000 decrease.
❑ With all the City's budget cutting efforts there
remains an expected negative balance for year end
2011 of $460,937
4
What makes up the City's
❑Fund Balance
Weighing the Options
Reserves
Millage adjustment
❑ The City has adequate
reserves, the deficit
p By not adjusting millage
represents only about 4%
the City isjeopardizing
of reserves
ability to levy
adequately due to the
O The reserves or rainy day
`rollback'
fund should be used to
level off the financial
❑Even at the rollforward
highs/lows
rate a resident will realize
a 43% reduction from
❑ Earnings alone on
2007, a 12% reduction
investments equate to
from last year
more than $1.9 million
Weighing the Options
❑ Staffs' recommended budget includes a Combination of
millage adjustment and use of prior years earnings:
Option #2
Reserves Mil1a¢e adjustment
Use of Prior Use of 1 mil
Earnings + $240,027
$220,910
City Investments — All Fund Types
........................
$12,000,000 _... _.....
$10,000,000 �"•
$s,000,000
$6,000,000
$4,000,000
$2,000,000
$O
2005 2006 2007 2005 2009 2010
Est
FY 2011 Options
Option t
Use of millage rate as advertised (7,993) _ $299,597
Use of Prior Earnings _ $161,340
Option 2
Use of I mil = $240,027
Use of Prior Earnings $220 910
Option 3
Use of Prior Earnings = 141 1.937
is
is -.
lF
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City of Okeechobee
Finance Dept.
::or you information purposes, below is the amount generated from the
taxable values within our city.
Rate would be Revenue Generation
1/2 MIL EQUALS 7.2432 $ 120,013
3/4 MIL EQUALS 7.4932 $ 180,020
1 MIL EQUALS 7.7432 $ 240,027
City of Okeechobee 55 SE 3'Av Okeechobee FL 34974-2932
Office of the City Administrator Brian Whitehall
Ph 863-763-3372 Fax 763-1686 email: bwhiteha#lja rityofokeechobee com
* * * * *Memorandum
T
{ 19160"
Date: Aug 17, 2010
TO: Mayor & City Council
FR: City Administrator
Finance Dept
RE: Budget question and answer
The 2010-2011 budget process has been one of the most tedious exercises
we've experienced. We know money is tight and times are economically
and politically volatile. This memo helps to explain some of the City
financing issues to your constituent.
Tax rates and values:
You've seen this chart, illustrating the decrease in City taxable values
$ 360, 000, 000
$340, 000, 000
$320, 000, 000
$300, 000, 000
$280. 000. 000
$260, 000, 000
$240.000, 000
$220, 000, 000
$200, 000, 00O
6 year Comparison of Taxable Values
2005/2006 2006/2007 2007/2008 2008/2009 2009/2010 '"2010/2011
During the last few years we have faced increased tax exemptions and a 30%
reduction in property values from the high in 2007-2008. The City realizes
approx $585,000/yr less in property tax revenue we did then.
1 If,�I�- e
Cont'd - City of Okeechobee 8/17/10 Budget Memo
The City has allowed all the depressed economic `savings' to pass through
to our residents by virtue of tax rate relief reflected in the following graph:
Tax Yr 2007 Tax Yr 2008 Tax Yr 2009 Tax Yr 2010
Assessed value: $ 150,000 $ 150,000 $ 127,500 $ 107,500
Tax @ 6.5010 $ 812
Tax @ 6.7432 $ 674 $ 523 $ 88 ?
Tax @ 7.9993 $ 460 .
While property tax is only one source of revenue for the City, had the City
used the rollback/forward rate the last two years, which simply produces the
same amt of property tax revenue as the prior year, as the County did, the
City would have realized no deficit.
Revenue deficit and use of reserves:
Last year the City adopted a budget that called for about $160,000 (approx a
3% `loss' in business lingo) in use of reserves and have subsequently erased
that `loss' during the year. This year's budget calls for a $400,000+ use of
reserves, if the City Council proceeds without the use of increased tax.
The City's cash position has been a much discussed issue the last couple of
years. All Funds historical perspective:
2005
$6,500,000
2006
$7,900,000
2007
$9,900,000
2008
$10,700,000
2009
$11,400,000
2010
$10,900,000
There is some noteworthy moderating economic news on revenues:
General Fund 10 and 1 /2¢ sales tax revenue estimates for fy2011 have
increase over $80,000, 11.6% over last year
What action is the City taking to reduce costs:
Notable cost savings amounting to approx $100,000 this year include:
Changed Health Insurance from Aetna to PRM's plan
Renegotiating Craig A. Smith & Assoc. Agreement
Software Maintenance contract
Audit Services, Bid and reduced
IRSC — last contribution delayed
Business Development Board — reduced as part of a 3-yr program
Using City funds to purch squad cars vs 3rd party financing
21Pa e
•
•
Cont'd - City of Okeechobee 8/17/10 Budget Memo
Reduction action items continued:
Total reduction per year in City's operational expenses across all Depts:
Over 3.6% in 2008
Over 7.7% in 2009
Over 13 % in 2010
Estimated 3.7% this year.
Some of the 2009 Cost Reduction Plan points that continue to be successful:
*Police officer certification to train in house
*Driver education and squad car pkg vehicles to save gas
*General Utility savings
*bi-weekly payroll
*Utilization of part-time in lieu of overtime wage
City of Okeechobee wage and benefits:
Approx 70% of the City expenses are attributed to payroll/personnel costs,
incl wages, pension and insurance.
No additional personnel have been hired in the last 5 %2 years (through
extraordinary growth years of 2004 thru 2007)
The step plan calls for a 1.5% longevity increase annually and above that the
City has initiated the following `cost -of -living' increases:
City As a comparison here's the SS admin COLA
Sep 12006 — 5% 3.3% (2006)
Sep 12007 — 2.7% 2.3% (2007)
Sep 12008 — 2% 5.8% (2008)
Jan 12009 — 2% lump sum 0.0% (2009, lump sum?)
The City has no other merit or stipend (other than the Police State governed
compensation).
The City's annual payroll (less overtime) is currently $2,317,200. So, a
simple analysis is that 1 % equates to approx $23,000 gross wages and about
$28,500 in wages -plus -employer -benefits.
In 2006 The City conducted a wage evaluation study which revealed an
average discrepancy of 6% under the Florida average for 5000 population
for all City positions. No other comparative data has been sought since.
While it's a given that the County's budget and revenue is much larger than
the City's, the only reason that the Police and Fire Depts are not seeing a
revolving door on employees leaving for the county, for higher wages, is
that the County stopped hiring.
31'ag,e
Cont'd - City of Okeechobee 8/17/10 Budget Memo
Budget Approach:
As you are aware, the budget process is nothing less than a daily effort, and
each Dept within the City has been keenly made aware of the City's
financial condition. I've always managed in a fashion of financial
transparency, when it comes to budget preparation because it helps to have
ppl in responsible positions understand the `whys' and `what fors'.
In April each Dept was formally examined for mid -year overages, including
payroll and equipmnt purchasing a report was given to the City Council
In May each Dept was instructed to categorically identify all future costs by
`Core' -must provide by law;
`Essential' -should be provided if not this year next;
`Discretionary' — not absolute but required for improved performance
In June each Dept met with Finance/Admin to review prelim budget
Throughout July and Aug each Dept was provided revenue est and effect of
how each each Dept might be affected... budget skewed process. Ea
Dept removed purchases and/or perfected budget, identified potential
Revenue, scrutinized internal policies.
In August each Supervisor met with the Mayor/Finance/Admin to review
Other revenue sources are available:
If the City Council is unwilling to consider an increased millage rate, the
most common solution used by other local governments, the following are
some viable alternatives outside of wholesale imposition of the Law
Enforcement (being considered by the Co) or Fire assessment (currently
assessed by the Co):
*Telecommunication tax is not being assessed at the maximum - $8,500/yr
*Franchise fees such as Waste Management 20% vs existing 10% - $69,900
*Consider franchise fee (up to 6%) and/or utility tax (up to 10%) on OUA
*BTR fee increase, again no fee increases in 15 yrs - $6,000
*Storm water utility fees, under investigation by the County
*Park use fee, ex $25/day/park - $1,100
*Parade fee — to cover est cost of $800/parade - $500 - $1000
*Building permit fee incr to jibe w/ the county - $2,200 (15% X $15k)
*Pre -zoning application — (@$25-$50) $5,000
*Records search, fee imposition (not currently assessed) - $500
41 Page
•
City of Okeechobee
Pension contribution rates
Provided by: India Riedel, Finance
Date Provided: 08/16/10
General Employee Pension Plan
Employer Rate of
Contribution
Employee
Contribution
2006
10.90%
6%
2007
11.04%
6%
2008
11.15%
6%
2009
11.43%
6%
2010
12.24%
6%
2011
13.00%
6%
Police Employees Pension Plan
Employer Rate of
Contribution
Employee
Contribution
2006
18.84%
5%
2007
16.86%
5%
2008
13.26%
5%
2009
10.26%
5%
2010
10.55%
5%
2011
15.61%
5%
Fire Employee Pension Plan
Employer Rate of
Contribution
Employee
Contribution
2006
6.28%
5%
2007
5.94%
5%
2008
3.47%
5%
2009
1.26%
5%
2010
4.04%
5%
2011
10.00%
5%
Florida Retirement System
Employer Rate of
Contribution
Regular
Employer Rate of
Contribution
Special Class
Employee
Contribution
2006
9.85%
20.92%
0%
2007
9.85%
20.92%
0%
2008
9.85%
20.92%
0%
2009
9.85%
20.92%
0%
2010
9.85%
20.92%
0%
2011
10.77%1
23.25%
0%
City of Okeechobee
Pension Comparison
This is a brief synopsis of some of some of the major differences in the 3 pension plans offered as well as the ICMA 457 plan.
For a complete listing of definitions, benefits, procedures, or each plan, please refer to the plan itself.
Employee Contribution
Max Annual Contribution
Pre Tax Dollars
Mandatory payroll deduction
Employer Contribution"
Withdrawal Options
COLA
Fully Vested
Normal Retirement Date
Guaranteed benefit based on Normal
Retirement
Amounts
General
6% Base Wage
6% Base Wage
Yes
Yes
Formulated by Actuary
Employee Contribution
+ interest
None
5 years
Age 65 + 5 years service
OR 30 years of service
Monthly til death minimum
120 payments
2.1 % of Average Final
Comp for each year of
service
Police
5% Base Wage
5% Base Wage
Yes
Yes
Formulated by Actuary
Employee Contribution
+ interest
.5% every other year
10 years
Age 55 + 10 years service
OR 25 years service
regardless of age
Fire
5% Base Wage
5% Base Wage
Yes
Yes
Formulated by Actuary
Employee Contribution
+ interest
.5% every other year
10 years
Age 55 + 10 years service
OR 25 years service
regardless of age
Monthly til death minimum Monthly til death minimum
120 payments 120 payments
3% of Average Final Comp 3% of Average Final Comp
for each year of service for each year of service
457
Not Manda
$15, 500
Yes
If Participating
None
Employee Contribution
+ investment earnings
not defined
not defined
Flexible. no later than 70
Lump sum, periodic, etc.
Contingent on method of
payment
(Early Retirement, w/reduced benefits I Aqe 55 + 10 vears I Aqe 50 + 10 Years I Aqe 50 + 10 years I I
'Employer Contribution is determined by Actuary. Employer must contribute the difference needed to sustain the pension fund each year based on
previous years experience.
•
•
i
•
MEMOMANDUM
TO: Mayor and Council Members
FROM: City Clerk GamioteacJ�
SUBJECT: Annual Review of the Fee Schedule
DATE: August 10, 2010
• ExnIBIT 2
AIIJG 17, 2010
Per Code Book Section 70-310(b) the Council is to annually review the schedule of fee's listed in
Appendix C (copy attached) and consider any revisions. Below is a list of applications processed from
mid 2009 to mid 2010 with the current fee as well as the actual costs. The only item that seems out of
line is the 2010 fee's for processing special exceptions and variances.
Action needed: The Council can consider leaving the fee's as they are for another year; or instruct the
Clerk to modify the fee schedule. A proposed resolution would be presented at the next meeting for
further consideration.
ANNUAL REVIEW OF PETITION/APPLICATION FEES
09-001-SSA Suarez
09-001-R Suarez
09-002-R McGinley/Sacred Heart
09-003-R Gent/Okee Asphalt
09-004-R Miller
09-001-SE Suarez
09-002-SE Bridges
10-001-SSA Shirley Baker
10-002-SSA Nunez
10-001-R Nunez
10-002-R Baker
10-001-SE Goodbread
10-002-SE Perez/Triple E
10-003-SE McGinley/Sacred Heart
10-001-V Nelson
APPLICATIONS FOR 2009
CURRENT FEE
$850.00
$850.00
$850.00
$850.00
$850.00
$500.00
$500.00
APPLICATIONS FOR 2010
CURRENT FEE
$850.00
$850.00
$850.00
$850.00
$500.00
$500.00
$500.00
$500.00
ACTUAL COST
$479.01 (withdrawn)
$116.97 (withdrawn)
$656.56
$886.15
$904.02
$626.61
$603.17
I-L" 011R K913 i
$1,025.00
$ 595.60
$ 637.92
$ 302.04
$1,390.97
$ 839.74
$ 860.00
$ 843.10
Thank you
APPENDIX C
SCHEDULE OF LAND DEVELOPMENT REGULATION FEES AND CHARGES*
*Editor's note —Printed herein is the schedule of land development regulation fees and charges, as adopted by Resolution
Number 98-11 on October 6, 1998. Amendments to the resolution are indicated by parenthetical history notes following amended
provisions. The absence of a history note indicates that the provision remains unchanged from the original resolution. Obvious
misspellings and punctuation errors have been corrected without notation. For stylistic purposes, headings and catchlines have
been made uniform and the same system of capitalization, citation to state statutes, and expression of numbers in text as appears
in the Code of Ordinances has been used. Additions made for clarity are indicated by brackets.
Cross reference —Development standards, ch. 78.
CDCA
APPENDIX C--SCHEDULE OF LDR FEES AND CHARGES
RESOLUTION NO. 98-11
SCHEDULE OF LAND DEVELOPMENT REG-
ULATION FEES AND CHARGES
Fees and charges listed below pertain to appli-
cations, petitions, reviews and appeals before the
city council, planning board, board of adjustment,
technical review board, code enforcement board,
and design review board. They shall be paid at the
time of application filing. It should be noted that
in addition to the below application fees, addi-
tional fee's for various other inspections or per-
mits may also be applicable.
When the cost of advertising, publishing and
mail notices of public hearings exceeds the estab-
Fee Schedule:
1. Comprehensive plan amendment:
lished fee, or when a professional consultant is
hired to advise the city on the application, the
applicant shall pay the actual costs. The city shall
notify the applicant as timely as possible when
additional fees or costs have been incurred. Afinal
invoice, for balance due, will be mailed to the
applicant following the final hearing should addi-
tional fee's be incurred over the fee or charge
listed below. Regardless whether the applicant
personally submits the application or petition, or
it is submitted through an agent, it is understood
that if any fee's or costs remain unpaid following
the final bill, the city shall place a lien against the
subject real property for such amounts until paid
in full.
a. Large scale future land use map amendment ................................... $4,000.00
plus $30.00 per acre
b. Text amendment(s)........................................................... 2,000.00
C. Small scale future land use map amendment ................................... 850.00
plus 30.00 per acre
2. Land development regulations amendment ....................................... 500.00
3. Zoning district boundary change (rezoning)
...................................... 850.00
plus 30.00 per acre
4. Appeal of an administrative decision ............................................ $425.00
5. Variance petition............................................................... 500.00
6. Special exception use petition ................................................... 500.00
plus 30.00 per acre
7. Temporary use permit.......................................................... 175.00
a. Submitted by charitable or nonprofit associations if they qualify as a religious,
charitable, or nonprofit association under section 501(c)(3) on the Internal Review
Code, city administrator has authority to waive the fee.
8. Site plan review................................................................. 1,000.00
plus 30.00 per acre
9. Preapplication subdivision plat review ........................................... 400.00
plus 30.00 per acre
10. Preliminary subdivision plat review ............................................ 500.00
plus 30.00 per acre
Supp. No. 6 CDC:3
OKEECHOBEE CODE
11. Final subdivision plat approval .................................................. 1,000.00
plus 30.00 per acre
12. Subdivision plat modification.................................................. 200.00
plus 30.00 per acre
13. Abandonment of street and/or alley ............................................. 600.00
14. Reversion of subdivided land to acreage ........................................ 200.00
plus 30.00 per acre
15. Development of regional impact ................................................ 5,000.00
plus 30.00 per acre
16. Development of significant environmental impact ............................... 2,000.00
plus 30.00 per acre
17. Engineering services.......................................................... Amount of
invoice billed to city
It is understood that the city cannot determine in advance on applications filed by applicants under
this section whether the application will have to be reviewed and/or approved by the engineering firm
retained by the city, in addition to any review provided by the city building official, department head or
other city personnel. If required, the approval or review must be made by the engineering firm on
retainer with the city at the time of submission of the application.
Therefore, in the event such additional engineering fees and charges are incurred in the processing
and approval process of the application, such fees and charges, as set by the existing contract between
the city and the engineering firm, will be assessed to and paid by the applicant, which shall be considered
in addition to any application fees, charges or assessments for the services provided by Resolution
Number 98-11, and as amended.
The city shall notify the applicant prior to incurring such engineering fees and charges, to afford the
applicant the opportunity to determine whether it is feasible to proceed with such application in light of
such additional costs.
18. Planning consultant services ................................................... Amount of
invoice billed to city
It is understood that the city cannot determine in advance on applications filed by applicants under
this section the full extent as to how much the application will have to be reviewed and/or approved by
the planning consultant retained by the city, in addition to any review provided by the city building
official. Department head or other city personnel. If required, the approval or review must be made by
the planning consultant on retainer with the city at the time of submission of the application.
Therefore, in the event such additional planning consultant fees and charges are incurred in the
processing and approval process of the application, such fees and charges, as set by the existing contract
between the city and the consultant, will be assessed to and paid by the applicant, which shall be
considered in addition to any application fees, charges or assessments for the services provided by
Resolution Number 98-11, and as amended.
(Res. No. 02-9, 7-16-2002; Ord. No. 08-11, § 1, 11-18-2008)
Supp. No. 6 CDCA
0
Ordinance
Number
867
875
885
897
898
906
917
923
962
966
967
976
977
978
985
989
996
997
1008
1009
1010
Supp. No. 6
CODE COMPARATIVE TABLE
Date
8- 3-2004
10-19-2004
3-15-2004
6-21-2005
7-19-2005
8-16-2005
11- 1-2005
1- 3-2006
12- 5-2006
1- 2-2007
1- 2-2007
2-20-2007
3- 6-2007
3- 6-2007
6- 5-2007
7- 3-2007
8-21-2007
9-19-2007
2-19-2008
2-18-2008
2-19-2008
Section
Section
this Code
Rnbd
90-163(6)--(10)
as
90-163(5)--(9)
Rpld
90-193(6)
Rnbd
90-193(7)—(13)
as
90-193(6)--(12)
1
Added
90-283(19)
1
30-81-30-87
1
90-35(b)
Added
90-35(c), (d)
1
66-1
1
90-345(4)
82-64(a}- d)
1
Added
90-568(4), (5)
Added
App. F, §§ 1-11
1
90-561
Added
90-573
1
90-253(15)
90-283(17)
90-313(10)
2
90-512
1
Added
78-201-78-210
1
Added
38-42-38-49
1
Added
90-343(11)
Ch. 50, Art. II (tit.)
50-32
50-43
50-46
Added
62-32
62-51, 62-52
62-54-62-61
62-81-62-84
62-87
62-89
62-92
62-111-62-113
62-115
1
Added
71-1-71-8,
71-11-71-14,
71-21-71-24,
71-31-71-34
1
90-401-90-405
Added
90-416-90-419
Added
90-428-90-433
1
Rpld
70-152(5), (6)
Rnbd
70-152(7)
as
70-152(5)
Amd
70-152(5)c.
1
90-162(8)
90-165(2)a., (3)b.,
(4)a.
1
90-223(10)
2
90-253(17)
3
90-283(20), (21)
1
Added
30-88, 30-89
1
78-71(a)(5)
2
90-511(d)(2)
3
90-532
CCT:9
OKEECHOBEE CODE
Ordinance
Section
Number
Date
Section
this Code
4
90-533, 90-534
1015
4- 1-2008
1
46-42,46-44,
46-46(3), 46-47
08-10 (Res.)
11-18-2008
1
App. A, Forms 7-9
Rpld App. A, Forms
10-12
Rnbd App. A, Forms 13,
14,16
as App. A, Forms
10-12
08-11 (Res.)
11-18-2008
1
App. C
1036
1-20-2009
1
90-35(d),
90-39(a)
90-40(a)
Supp. No. 6 CCT:10
DmIBIT 3
AUG 17, 2010
as
City of Okeechobee
Calendar
• • BUDGET • 2010/2011
08/ 17/2010 Budget Workshop, 5:00 pm
City Council Meeting
09/07/2010 Second Budget Workshop, 5:00 pm (if needed)
09/14/2010 First Public Hearing at 6:00 pm
City Council Meeting
09/28/2010 Final Public Hearing at 6:00 pm
City Council Meeting
All meetings to be held at:
Council Chambers at City Hall
55 SE 3rd Avenue
Okeechobee, FL 34974
oe
PiMEMORANDUM
TO: Mayor & Council DATE: 8/17/2010
FROM: Clerk Gamiotea t, SUBJECT: Proposed Ord 1064
Please consider adding a New Business Item to the August 17 Agenda. This morning I
discovered my reminder that as of Sept. 16, 2010 the reverter clause will be in effect
for Ordinance No. 1026, which closed streets and alleys for First Baptist Church. They
are requesting an extension of 24 months. Attached is a proposed ordinance for
consideration as well as the original ordinance.
The action necessary would be: W \ \
1. a) Motion to read by title only and set September 14 as a final public hearing date,
for proposed Ordinance No. 1064 providing for an extension of the right of
reversion within Ordinance No. 1026 - City Attorney,
b) Vote on motion to read by title only and set the final public hearing date.
c) City Attorney to read proposed Ordinance No. 1064 by title only.
2. a) Motion to approve the first reading of proposed Ordinance No. 1064.
b) Comments.
c) Vote on motion.
Thank you.
ORDINANCE NO. 1064
AN ORDINANCE OF THE CITY OF OKEECHOBEE, FLORIDA,
AMENDING ORDINANCE NO. 1026; PROVIDING FOR EXTENSION OF
RIGHT OF REVERSION; PROVIDING FOR CONFLICTS; PROVIDING FOR
SEVERABILITY; PROVIDING FOR AN EFFECTIVE DATE.
WHEREAS, the City of Okeechobee, Florida, adopted Ordinance No. 1026 on September
16, 2008, which provided for the abandonment of certain alleyways and rights -of -
way hereafter described, but retained a right of reverter in the event the project
planned for the property was not timely completed; and
WHEREAS, the property owner, due to certain events beyond their control, was not able
to complete the project in a timely manner, and the right of reverter is nearing its
time to come into effect; and
WHEREAS, it is in the best interests of the City of Okeechobee to further extend the time
in which the property owner may complete the development and project, as such will
improve the area;
NOW, THEREFORE, it is ordained before the City Council for the City of Okeechobee,
Florida; presented at a duly advertised public meeting; and passed by majority vote
of the City Council; and properly executed by the Mayor or designee, as Chief
Presiding Officer for the City of Okeechobee, that:
SECTION ONE. Ordinance No. 1026 is hereby amended in the following respects:
1. THAT the lands subject to this ordinance are described as:
A fifteen foot wide alley running East to West, between Lots 1 to
6, and 7 to 12 within Block 186, CITY OF OKEECHOBEE,
according to the plat thereof recorded in Plat Book 5, Page 5 of
the public records of Okeechobee County, Florida; together with
That portion of Southwest 5`" Street, lying between the West
boundary line of Southwest 3rd Avenue and East boundary line of
Southwest 41" Avenue and between the Southern boundary line
of Lots 7 to 12 of Block 186 and the Northern boundary line of
Lots 1 to 6 of Block 195, City of Okeechobee, according to the
plat thereof recorded in Plat Book 5, Page 5 of the public records
of Okeechobee County, Florida; together with
That portion of Southwest 41" Avenue, lying between the South
boundary line of Southwest 4`" Street and the South boundary
line of Southwest 5`" Street and between the West boundary line
of Lots 6 and 7 of Block 186 and West Boundary line of
Southwest 5`" Street and the East boundary line of Lots 1 and 12
of Block 187, and East boundary line of previously abandoned
Southwest 5' Street, City of Okeechobee, according to the plat
thereof recorded in Plat Book 5, Page 5 of the public records of
Okeechobee County, Florida.
2. THAT Section Three, paragraph (b) of Ordinance No. 1026 is hereby
amended to state:
b. That in the event the said property owner fails to obtain within
twenty-four (24) months hereof, a certificate of occupancy for
Page 1 of 2
their future development, then Rights -of -Way and Alley shall be
declared open and the provisions of this ordinance declared
null and void. Additional extension(s) for reverter clause time
frame may be requested.
SECTION Two. The City Clerk shall cause a certified copy of the ordinance to be
recorded in the public records of Okeechobee County, Florida.
SECTION THREE. This ordinance shall be set for final public hearing the 14" day of
September 2010, and that the effective date of this ordinance shall be September
14, 2010.
SECTION FOUR. CONFLICT.
All ordinances or parts of ordinances in conflict herewith are hereby repealed.
SECTION FIVE. SEVERABILITY.
If any provision or portion of this ordinance is declared by any court of
competent jurisdiction to be void, unconstitutional, or unenforceable, then all
remaining provisions and portions of this ordinance shall remain in full force
and effect.
INTRODUCED for first reading and set for public hearing on the 17" day of August, 2010.
James E. Kirk, Mayor
ATTEST:
Lane Gamiotea, CMC, City Clerk
ADOPTED after second and final reading at a public hearing held this 14"' day of
September, 2010.
ATTEST:
Lane Gamiotea, CMC, City Clerk
REVIEWED FOR LEGAL SUFFICIENCY:
John R. Cook, City Attorney
James E. Kirk, Mayor
Page 2 of 2
IIIIu qIq I IM Dill lourn
FILE ` 2008010562 OR SK OOd59 PG ATE= 09/17/2008 04=32'10 PM
SHARON ROBERTSON, CLERK OF CIRCUI TO;.EECHDBEE COUNTY, FL
RECORDING FEES 27.00 RECORDED BY G Fes 1930 — 1932; t3oss
ORDINANCE NO. 1026
. AN ORDINANCE CLOSING, VACATING AND ABANDONING THE ALLEYS
OR ALLEYWAYS AND STREETS OR RIGHTS -OF -WAY AS DESCRIBED
HEREIN, EAST TO WEST ALLEYWAY WITHIN BLOCK 186, CITY OF
OKEECHOBEE, AND A PORTION OF SOUTHWEST 6- STREET AND
SOUTHWEST a AVENUE, AS RECORDED IN PLAT BOOK 5, PAGE 5,
PUBLIC RECORDS, OKEECHOBEE COUNTY, FLORIDA; RESEFIVING
UNTO THE CITY ITS SUCCESSORS AND ASSIGNS, A NONEXCLUSIVE
EASEMENT FOR PUBLIC UTILITIES PURPOSES; PROVIDING FOR
REVERTER FOR NON-USE; REQUIRING A CUL-DE-SAC ON
SOUTHWEST a AVENUE; AND DIRECTING THE CITY CLERK TO
RECORD THE ORDINANCE IN THE PUBLIC RECORDS OF THE CLERK
OF THE CIRCUIT COURT IN AND FOR OKEECHOBEE COUNTY,
FLORIDA; PROVIDING FOR AN EFFECTIVE DATE.
WHEREAS, the City has received a Street and Alley Closing Application (No. 91) from the
First Baptist Church of Okeechobee for the closing of a certain alleyway and a
portion of a certain streets or rights -of -ways as described in this ordinance to utilize
the entire property for future development; and
WHEREAS, a review of such application reveals that it is in the best interest of the citizens
of the City of Okeechobee as a whole to grant said application; and
WHEREAS, the granting of the application will serve a legitimate public interest and is a
proper exercise of the municipal authority of the City of Okeechobee as a
discretionary function;
WHEREAS, it is in the best interests of the public to use the avenue until such time as Its
closure is necessary for construction; and to assure that construction commences
In a timely fashion.
NOW, THEREFORE, BE IT ORDAINED by the City Council for the City of Okeechobee,
Florida; presented at a duly advertised public meeting; and passed by majority vote
of the City Council; and properly executed by the Mayor or designee, as Chief
Presiding Officer for the City:
no- The alleyway and streets or right-of-ways described hereafter is
hereby closed, vacated and abandoned by the City of Okeechobee,
Florida to -wit:
A fifteen foot wide alley running East to West, between Lots 1 to
6, and 7 to 12 within Block 186, CITY OF OKEECHOBEE,
according to the plat thereof recorded In Plat Book 5, Page 5 of
the public records of Okeechobee County, Florida; together with
That portion of Southwest 51" Street, lying between the West
boundary line of Southwest 3i0 Avenue and East boundary line of
Southwest 4`" Avenue and between the Southern boundary line
of Lots 7 to 12 of Block 186 and the Northern boundary line of
Lots 1 to 6 of Block 195, City of Okeechobee, according to the
plat thereof recorded in Plat Book 5, Page 5 of the public records
. of Okeechobee County, Florida; together with
That portion of Southwest 41h Avenue, lying between the South
boundary line of Southwest a Street and the South boundary
line of Southwest r Street and between the West boundary line
Page 1 of 3
Book659/Page1930 CFN#2008010562 Page 1 of 3
I
of Lots 6 and 7 of Block 186 and West Boundary line of
Southwest 5' Street and the East boundary line of Lots 1 and 12
of Block 187, and East boundary line of previously abandoned
Southwest r Street, City of Okeechobee, according to the plat •
thereof recorded In Plat Book 5, Page 5 of the public records of
Okeechobee County, Florida.
Section Two. The City of Okeechobee, Florida hereby reserves unto itself, its
successors and assigns, a perpetual, non-exclusive easement for
public utility purposes in and over the alleyway located In said Block
186, CITY OF OKEECHOBEE and along the portions of Southwest
41h and 5'h Streets and Southwest 4'h Avenue.
Section Three. That the City shall require as a condition to this Street and Alley
closing the following three provisions:
a. The First Baptist Church shall at Site Plan Review before the
Technical Review Committee, provide for and design a cul-de-
sac to be placed at the North end of Southwest 4'" Avenue at
Southwest 51 Street. The cul-de-sac shall nbt encroach onto
private property and shall require a dedication by the First
Baptist Church to the City of a portion of church property to the
extent it cannot be designed for construction solely by using
existing City right-of-way.
b. That in the event the said property owner fails to obtain within
twenty-four (24) months hereof, a certificate of occupancy for
their future development, then Rights -of -Way and Alley shall
be declared open and the provisions of this ordinance declared
null and void. Extension(s) for reverter clause time frame may
be requested.
C. The First Baptist Church shall cooperate with the City to leave
Southwest a Avenue open for public use and transit until such
time as it must be closed for construction. The City and First
Baptist Church shall endeavor to negotiate an agreement for
such use but the failure to do so shall not otherwise affect the
validity of this ordinance.
Section Four. The City Clerk shall cause a certified copy of the ordinance to be
recorded in the public records of Okeechobee County, Florida.
Section Five. This ordinance shall be set for final public hearing the jr day of
Septomber. 2008, and shall take effect immediately upon its
adoption.
INTRODUCED for first reading and set for final public hearing this 19' day of August,
2008.
C �
James E. Kirk, Mayor
ATTEST: . - .
ane Gamiote , CMC, City Clerk
Page 2 of 3
Book659/Page1931 CFN#2008010562 Page 2 of 3
�1
LJ
PASSED and ADOPTED on second and final public hearing this 1t day of Se mbar.
2008.
ATTEST:
Y
Lane 0amio a ,'CMC, City Clerk
REVIEWED'FOR LEGAL SUFFICIENCY:
n R. Cook, City ome
STATE OF FLORIDA
OKEECHOBEE COUNTY
THIS IS TO CERTIFY THAT THIS IS A TRUE
AND CORRECT COPYY OF THE RECORDS
ON FILE IN THISS OFFICF� �`
SHARD�R�� ; ..�. L' jAj I>C.
Page 3 of 3
(� L " e. -Z. /",
James E. Kirk, Mayor
Book659/Page1932 CFN#2008010562 Page 3 of 3
8/17/10
Mayor & Council:
Please add the following item under New Business:
Motion to authorize the Mayor to execute a Letter of Support for the HUD
Community Challenge Planning Grant and DOT TIGER II Planning Grant
Application in conjunction with the Outdoor World Village project in
Okeechobee.
Brian Carland will be present to answer any questions. Attached is a copy of
the letter.
OF - O/r�c�C
O
1915a,. Cityof Okeechobee
August 17, 2010
LETTER OF SUPPORT
Zuleika K. Morales -Romero
Office of Sustainable Housing and Communities
U.S. Department of Housing and Urban Development
451 Seventh Street, SW
Washington, DC 20410-3000
RE: HUD Community Challenge Planning Grant and DOT TIGER II Planning Grant
application in conjunction with the Outdoor World Village project in Okeechobee Florida
Dear Ms. Morales -Romero:
The City of Okeechobee enthusiastically supports Okeechobee County's application to the
HUD and DOT Community Challenge Planning Grant Program for funding to develop a
sustainable development plan in conjunction with the Outdoor World Village development
project. The Outdoor World Village project will be located in Okeechobee County, but will have
positive economic impacts throughout the region.
The City of Okeechobee is able to support Okeechobee County in its mission to plan for the
integration of Outdoor World Village into the larger community though the extensive planning
processes outlined in the grant application with the contribution of staff time. Our"staff will
provide data and information, engage our constituency in the project, and actively participate
in the planning process at coordinating and public meetings. We are committed to contributing
up to 100 hours of staff time over the three-year grant period, for a total in -kind contribution of
$4,518.18, based on average hourly salary.
We urge your selection of the Okeechobee County Community Challenge Planning Grant and
DOT Tiger II Planning Grant application.
Sincerely,
James E. Kirk, Mayor
Review for Legal Sufficiency:
John R. Cook, City Attorney
Attest:
Lane Gamiotea, CMC, City Clerk
55 S.E. Third Avenue • Okeechobee, Florida 34974-2903 • (863) 763-3372 • Fax: (863) 763-1686
Contact: Brian Cartland
Business Development Board of
Okeechobee
Phone: (863) 467-6246
Brian(cDOkeechobeeBusiness corn
Contact: David Allen
Florida Rural Area Construction
Cooperative
Phone: (865) 242-6106
fraccdallena.gmail corn
BosiriesS Development
mrd or Okeechobee
Contact: Keith Duffy
Outdoor World Village
Phone: (561) 756-1073
whiteeaglecorp(a)comcast net
NEWS RELEASE
BDB of Aeechobee
315 NW 4 ' Avenue
Okeechobee,FL 34972
www.OkeechobeeBusiness.com
Contact: Bryan Holden
D-R. Willson Land Company
Phone: (863) 763-0999
Bryan(a)-MyOkeechobee com
`Outdoor World Village' Project Announced in Okeechobee
Okeechobee, August 12, 201D: Okeechobee, Florida, well-known for its bass fishing, hunting,
ecotourism and other outdoor recreation will be home to "Outdoor World Village." The development
will include 625,000 s.f of retail development, as well as entertainment and lodging facilities. The
project is expected to create approximately 2,000 job opportunities.
The vision for Outdoor World Village comes from renowned developer Sheldon Gordon of Gordon
Group Holdings, LLC, based in Greenwich, Connecticut. With over 40 years of experience in
developing successful retail projects with never -before -seen features, Mr. Gordon is known as the
pioneer of the entertainment retail concept, creating destinations that are about much more than just
shopping. Among his most recognized accomplishments are the Forum Shops at Caesars Palace in Las
Vegas and The Pier Shops in Atlantic City. Mr. Gordon is currently completing a 1.4 million square
foot regional mall in Mirabel, Quebec. The development team includes local developers Keith and
Scott Duffy, who have been working with the Business Development Board of Okeechobee (BDB), D.R.
Willson Land Company, and the Florida Rural Area Construction Cooperative (FRACC) to bring
Outdoor World Village to fruition.
Brian Cartland, Executive Director of the BDB states, "This project marks an important turning point
for Okeechobee. The creativity of the development team gives us the opportunity not only to add
much needed retail, lodging and entertainment venues to the community, but to create something
that will be a tribute to the unique character and preserve the rich cultural heritage of Okeechobee."
The project team was. assembled by David Allen, President of FRACC. "The primary goal of FRACC is
to create opportunities for rural area contractors and subcontractors," Allen said. "We found that
FOR IMMEDIATE RELEASE
MORE
PAGE 2
Iarge projects in rural areas were often going to larger contractors in urban areas who brought in their
own subs." Over the past year, with support from the South Florida Water Management District and
the Lake Okeechobee Regional Initiative, FRACC has moved from identifying existing projects and
helping rural area contractors and subcontractors secure work to actually working to create
construction projects. "Outdoor World Village will bring lots of opportunities to rural area contractors
and subs," Allen said.
Okeechobee County is applying for a Challenge Grant through the U.S. Department of Housing and
Urban Development. If approved, the grant would help offset costs associated with planning for
infrastructure and other needs of the project. The Board of County Commissioners voted unanimously
today to fund half the $n,000 needed to pay for a planning firm to assist with the Challenge Grant
application. The other half of the funding will come from the developer. "Securing the grant is the
first step in a long process," Cartland said. "Our County Administrator Lyndon Bonner and other key
county staff members have been great to work with. The unanimous vote from the county
commissioners shows strong support for the project, and the grant will be helpful as the project team
works to identify the optimal site for the project." Team member D.R. Willson Land Company, a local
commercial real estate firm, has identified several suitable locations in Okeechobee.
The Business Development Board of Okeechobee is committed to diversifying the economy and
increasing the number of high wage job opportunities while maintaining the distinctive old Florida
character of Okeechobee.
The Updates!
from the City Administrator's Desk
55 SE 3rd Av., Okeechobee, FL 34974
`1Ell 5 °' City Hall — 763-33 72
ity Council meetinj of August 17, 2010
• Budget Workshop is at 5.00PM and enclosed is the preliminary budget
booklet. Each Dept did our customary meeting -with- the -Mayor on Tue
and Thurs 8/3rd & 5th/2010.
#1 The August 17th Meeting will commence with a Budget Workshop at Spmm vs
6pm. This was simply an error on the calendar and 1 know it may cause some issues
scheduling this early, but it gives the Council an opportunity to devote an
uninterrupted hour outside of the normally scheduled meeting. If there's unfinished
issues the Council can adjourn the meeting and reconvene the Budget Workshop
thereafter.
#2 After much review, and foreseeing the lack of other activity, it's proposed that
the September Council meetings be scheduled for Sep 14th and Sep 28 vs having 4
meetings (2 Council mtgs and 2 budget hearings) during the month
• CDBG application — The City rec'd approval from the Central FL Reg
Planning commission but Nancy Phillips isn't optimistic that the City will
receive grant approval from the State.
• City Hall restroom remodel — The contractor is finishing the drywall.
Again, you can glance at the progress when here. I've asked Betty to get
a quote on additional work in the lobby area. The bid for the restrooms
came in at about $15k and the City budgeted $24k. (this just in, we rec'd
an est. of $24,850 for the lobby renovation... more than I figured)
• County considers FPL franchise fee — Finance provided a memo reflecting
$520( July statement, therefore $6240/yr) in franchise fees current paid by
the City for our own electric accts, of which we are not exempt and
assessed 5.9% (for the City). This is an illustration of what the City may
be on the hook for if the County proceeds w/ their own franchise fee.
• Safety mta — On 8/10/10 the Safety Committee (Sharon, Chief Davis,
Chief Smith, DPWks Robertson and 1) met with the PRM loss prevention
rep and reviewed his study.
• Planning Board 8/19/10 _The Board will continue to perfect the City's
Evaluation & Appraisal (EAR) Draft, but there is also a zoning and land
use change on the Agenda for the Lifestyles and Healthcare nursing home
at 1646 N Parrott. Recently the City was asked to certify that the facility
was appropriately zoned and found that the parcel's future land use was
SF residential with a CPO commercial zoning, both inadequate. The
synopsis on the application explains that the City is initiating the changes
due to the nursing home occupation prior to the City's zoning changes in
1985 (allowing for a CPO -commercial) and 1998 (establishing CHV, CLT
and CPO). The bottom line is that the facility is a victim of unintended
nonconformance.
Page 1
8117/10 Activity Rpt Cont'd
• Tech Review Board issues - Only item on the next agenda is the Catholic
church's 11,183 sq ft construction of a new addition to the church's
property making a total of over 35,000sq ft of worship facilities.
• EPA proposes a model ordinance for landscaping/fertilizers - I rec'd a call
and a booklet urging local gov to adopt an ord incorp in LDRs prohibition
of excessive nutrient application. I'm to meet with an EPA rep to discuss
the matter.
• FL Legg conference in Hollywood - the Mayor will be attending the FLC
annual conf on 8/19-21/2010.
• CSX depot - I've heard nothing from CSX since their March 2010 letter
wherein they were going to "quickly evaluate (their) next step" in light of
not reaching a satisfactory understanding w/ the City.
• Former Boswell property disposition - recall that the City agreed to accept a
parcel of property once the house was removed, just west of NW 9rh Av & NW 9`h
St. We are STILL waiting on the County to finish all grant stipulations. Shirley
Johnson asked to be on the agenda as soon as we are deeded the property to
request use by the First Missionary Baptist Church of Dean's Ct. (the church
adjoining the property)
Attorney:
• Litigation/mediation on the billboard at SR 70 West -On 1112110 Atty Cook and I
met in mediation w/Atty Steve Ramunni and his clients in Ft Meyers at the office
of our insurance company's atty Robert Shearman, Henderson, Franklin, et. al.
On 312/10 the Atty representing PRM sent a letter to Atty Ramunni following up
on the matter. In June, the City reed communications from Atty Steve Ramunni
indicating Centennial Bldrs has identified parcels, but his communication doesn't
indicate where... we've asked for clarification prior to considering this.
City Clerk:
• Activity report is attached.
• Fee schedules - On the Agenda is the cost analysis for various Planning
Board applications, fee vs cost.
• Board Vacancies - Again, pls ask around for volunteers for the following
City Boards
2 - City residents for the Code Enf Board
1 - City resident for the General Employee Pension Board
1 - City resident for the Police Officer Pension Board
Finance:
• Investment Policy - We've done additional research on same. Robin complied a
definitions report on various investments that I'm filtering through to assist in
identifying the options we wish to end up with.
• Finance Director position - at one time or another I have probably visited with
each of you about moving Accounts Supervisor, India Riedel, to a position more
suitable to her job duty and more challenging to fit her disposition.
Page 2
8117110 Activity Rpt Cont d
Fire:
• Union discussion —Met w/ Union reps on 7/26/10 and discussion is
described on the attached memo. Only sought clarification on what the
Union expects to pursue ... no action required as of this date.
General Services:
Tech Review fee — The committee has reviewed the fee assessment the
last cpl of meetings, deliberating dill fees depending on the size of the
project. Betty researched the assessed fee vs cost of and that
spreadsheet is attached. We just rec'd the County's fee schedule and will
be contemplating their preceedure.
Comp Plan Evaluation and Appraisal Report (EAR) — Approval remains
outstanding
Water Supply 10 yr Plan Ord — We had the 1' Rdg on 1113109 and it's been sent
to DCA for approval, prior to the City's final adoption. I spoke to Bill Brisson about
this and how to get around the gridlock between OUA and SFWMD as it relates
to max daily allowances (SFWMD wants more restrictive measures).
Public Works:
• Activity report for August is attached.
• Sidewalk program — FDOT — Attached is an excerpt from the FDOT plans
indicating the location of the Phase 2 sidewalk program.
Page 3
TO: Administrator Whitehall
FROM: City Clerk Gamiotea
DATE: August 10, 2010
In addition to our daily routine work, here are items of notable interest:
Annual Review of Fee's - Per Code Book Sec. 70-310(b) the Clerk's office is supposed to submit a
report of the current fee's verses actual processing amounts. This item has been submitted for the
August 17 agenda for Council review.
Citizen Boards - We desperately need several CITY RESIDENTS for various board appointments. We
need to fill two appointments on the Code Enforcement Board, one on the General Employee's Pension
Board of Trustee's and one on the Police Pension Board of Trustee's. The applications are on the City's
web site or in the Clerk's Office.
ELECTION - The Candidate Packets are ready, Qualifying Week is from Noon August 16 to Noon
August 20. Up for re-election this year are Dowling, Lowry, Clayton and Lane. Devin Maxwell & Clayton
have pre -filed to run for City Council.
Dates to Note - C3 School Starts Monday, August 23rd p Labor Day, Monday, September 6 is a holiday
observed by the City.
Personnel - • Happy B-days will be going out to: Cleveland 8/22; Fred 9/23, Ofc Margerum 8/23, Ofc
Parzygnat 8/29; Jeanna Lanier 9/7, and Alfred 9/10. • Happy Anniversaries will be going out to: Dowling
& Cheri Watford 15 yrs 8/27, Floyd & Shirley Selph 41 yrs 8/29, Kenneth & Jodi Keller 26 yrs 9/3, and
Donnie & Debbie Robertson 7 yrs 9/6. • Jackie will be out of the office from August 11 to September
9 so we'll be a little short-handed for a month.
Miscellaneous, FYI's & Pending Projects -
m' Creating a Committee to review the applications for the recipient of the Paragon Award.
ow Revising the Employee Handbook (Personnel Policies and Procedures).
Page 1 of 1
0
•
City of Okeechobee, Florida
Date: July 26, 2010
TO: the record
FR: City Administrator
RE: 2010 union contract issues
The last Union Agreement was effective Oct 1, 2008 and had an expiration date of Sep
30, 2009. The City has been presented with the following nine (9) points of interest
from the Union, after meeting with Adam Crum (City Fire) and Justin Hazellief (Co
Fire/rescue) and Chief Smith on July 26, 2010.
1.) The city shall provide each bargaining unit employee with one hundred and fifty dollars ($150)
annually to be allocated on a pay period basis for the purpose of replacement of uniform
components, including shoes, whether for normal wear and tear or due to damage during the
course of duty. City -prior discussion had to do with replacing damaged personal
Property such as a watch damaged in the course of duty, The City's prior position was
that jewelry and the like shouldn't be worn while firefighting and the Chief could supply
watches at $10(gD for EMT purposes This request includes essentially an added uniform
allowance clause for station shoes (not the bunker gear boots)
2.) An employee assigned overtime or to work a city sponsored event or special event held on
Thanksgiving Day, Christmas Eve, Christmas Day, New Years Eve, or New Years Eve Day, shall
be compensated at double the employees hourly rate for all hours worked. City — Extremely
rare that a fireman is called to assist in a special event. Theoretically the fireman could
be paid two and one-half times their rate while working a holiday(underlying straight
pay) and overtime (1.5 X rate) / think the request is that if an employee is unlucky
enough to be scheduled to work then extra compensation s/b made above straight time
Plus holidav pay.
3.) In the event an employee is unable to perform his/her full and normal duties as a result of an
injury, he/she shall be assigned to light duty as authorized to do so by the authorized treating
physician and as available in the department. When assigned light duty he/she shall be
assigned to such duties that he/she is capable of performing on an eight -hour day, forty -hour
week, Monday through Friday at his/her normal fifty-three hour pay rate, with the additional
thirteen hours taken out of his/her sick or annual leave. City — if a fireman is granted light
duty, which has to be provided for and approved by the Chief the current reps stipulate
that he be given that same rate of pay but at a 40 hour work week vs the 53 hours he is
normally paid. Therefore his P/R check is diminished The Union is requesting an
hourly rate increase applied to the 40 hours in order to normalize' their paycheck or the
r4ght to utdrze sick pay in addition to light duty to brinq the net pay up to the normal bi
weekly paycheck.
4.) Increase the step plan from 1.5% to 3.0% City— self explanatory and have reviewed this
matter in the past.
July 26, 2010 Union Contract issues Cont'd
5.) A minimum of 4 state certified firefighters II/EMTs to man every shift as full time paid
employees. City — Discussed priorhereto relating to the 4 on shift issue or `2 in 2 out'
request. The City has handled the lack of 4 on a shift by use of the Chief, additional
staffing or County Fire Dept for assistance
6.) If minimum wage goes up the city will match it, (if minimum wage goes up one dollar an hour
each employees hourly rate will increase by one dollar per hour). City — Self-explanatory,
essentially requesting a raise which is correlated to any Fed/State action on min wage.
7.) The city shall put 1% of each employee's base pay into the firefighter's pension fund. City —
The City's current employer contribution to the pension is 4 04% (General 12 24%
Police-10.55%) 1 think this became an issue because employer contribution is generally
less for firemen than the other two entities. BV the way, Fire employees con trib 5%(as
do Police) while General Employees contrib. 6% The City has held that iust because we
receive additional compensation from the State collected Fire insurance program to help
offset the employer pension doesn't tripper a responsibility to contrib more for a defined
benefit program.
8.) Incentive pay for continuing education: City — has been discussed by the Council before
management generally agrees with the concept of stipends but implementation at this
time is difficult.
Fire Inspector $75.00 per month
Instructor 1 $75.00 per month
Driver Engineer $75.00 per month
USAR Team $75.00. per month
Dive Rescue $75.00 per month
9.) To use a 13% increase when promotions take place instead of starting over on the step plan.
City — Past practice was to move an employee to the starting point of a different iob
description on the step plan. Current practice is to place the employee at the number of
122rs (Iongev�ty) where he will not realize a decrease in rate of pay
Fees for Site Plan Review for period covering July 2007 through July 2010
Date
Applicant/Owner
Use
Acres
Application Fee
Planner Fees
Ad Fees
Admin Fees
Net
2007
7/25/07
State Farm Ins./Hester
Insurance Office
0.34
$400.00
$1,260.00
$16.25
-$876.25
9/26/07
Asmussen/Nooruddin/AMSA LLC
Home Health Services
0.64
$400.00
$1,785.00
$5.42
-$1,390.42
9/26/07
Mitchell/Family Heritage Holdings
Funeral Home
0.74
$400.00
$1,522.50
$5.42
$1,127.92
9/26/07
Cassels/15th Street Homes LLC
Conse tual Site Plans
50.48
No Charge
N/C
$5.42
$5.42
10/24/07
Raddatz/Southeast Milk Inc.
Metal Storage Building
1.54
$530.00
$2,047.50
$16.25
$1,533.75
12/20/07
Fosler/Fosler LLC
37 unit Townhomes
3.71
$520.00
$840.00
$16.25
$336.25
$736.67
2008
1/23/08
Kelly Kite/Okeechobee SR 70
Hampton Inn
6.28
$580.00
$1,758.50
$17.50
-$1,196.20
4/23/08
Cassels/15th Street Homes LLC
PUD-R
50.48
$1,900.00
$1,365.00
$5.42
$529.58
4/23/08
Asmussen/Nooruddin/AMSA LLC
Physical There Ctr.
1.11
$430.00
$1,365.00
$5.42
-$940.42
4/23/08
Tucker/Grigsby-Park St. Bus. Ctr
Prelim. Platt Review
13.94
$845.00
$735.00
$5.42
$104.58
8/27/08
Asmussen/Nooruddin/AMSA LLC
ALF
0.50
$430.00
$1,365.00
$17.50
-$952.50
10/22/08
Asmussen/VNA of Florida
ALF
1.08
$430.00
$2,861.25
$31.92
-$2,463.17
10/22/08
Threewits/BOCC
Emergency M m't Bldg
3.52
$520.00
$603.75
$31.92
-$115.67
11/19/08
Asmussen/Bevis
2 Triplexes
0.07
$400.00
$1,468.00
$48.96
-$1,116.96
12/17/08
Kennedy/Nunez
Billiard/Rest/Gym
3.52
$520.00
$6,195.00
$24.48
-$5,699.48
12/17/08
Asmussen/AMSA LLC
ALF
0.64
$430.00
$1,706.25
$24.48
-$1,300.73
-$13,150.97
2009
3/19/09
Mor an-Philli s/MidFlorida CrUn
Banking Facility
0.98
$1,030.00
$1,207.50
$48.96
-$226.46
5/21/09
Dobbs/Big Lake Eye Care Inc.
Expand Dr's Off/Retail
0.66
$1,000.00
$840.00
$16.83
$143.17
and upstairs apt.
5/21/2009
Dobbs/First Ba tist Church
Aud. and classrooms
7.52
$1,240.00
$1,890.00
$16.83
-$666.83
6/18/09
Kelchner/Arbo ast
Street Closing
2,640 sf,
$600.00
$2,100.00
$36.72
-$1,536.72
9/17/09
Threewits/BOCC
Street Closing
$600.00
$1,023.75
$18.36
$18.00
-$460.11
9/17/09
Bridges
Outdoor Veh Sales Lot
0.65
$1,000.00
$918.75
$18.36
$18.00
$44.89
with office
10/15/09
Neal Long Const./Corey Miller
Acctg Office from Res
0.31
$1,000.00
$761.25
$36.72
$202.03
-$2,500.03
2010
1/21/10
Dobbs/Loumax
Warehouse w/parking
1.67
$1,060.00
$735.00
$12.24
$312.76
1/21/10
Oden/BOCC
EOC Bldg
8.47
$1,000.00
$1,601.25
$12.24
-$613.49
1/21/10
Neal Long Const./BOCC
Grant/Duplexes 5
2.27
$1,060.00
$1,207.50
$12.24
-$159.74
4/15/10
Kenned /Nunez
ParkingLot
0.80
$1,030.00
$315.00
$47.88
$667.12
7/20/101
Rainwater/Baker
Nurse Regist 1
0.161
$1,000.00
$551.25
$36.72
$412.03
$618.68
C
•
•
Donnie Robertson
Public Works Director
Activity Sheet
Street Department
➢ Cleaning ditches
➢ Spraying
➢ Replacing culvert pipes
➢ Mowing
➢ Planting flowers
➢ Overseeing construction work
➢ Monitoring sidewalk projects
➢ Cleaning City Commerce Park
➢ Working on drainage
➢ Replace stolen grates
Public Works
For August 2010
City Council Meeting
➢ Assisted in the implementation of the new CH restrooms
➢ Waiting on new side -arm tractor mower and boom, PO dated 5/25/10
➢ Working on budget
➢ Preparing for Roadway Improvement Bid
➢ Extended Grounds Maintenance Bid another year to expire 4/01/11
➢ Assisting and guiding citizens with questions and concerns
Personnel
➢ Work Force — Looking into community service workers
➢ Brian Padgett back to work on restricted duty after back injury
➢ Vacations are being staggerd
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August 2010 Monthly Update to Treasure Coast Council of Local Governments
Indian River County www.indianriverchamber.com
AlgaGen submitted a jobs grant application to the county. We are awaiting approval at the
August 17 IRC commission meeting. AlgaGen specializes in producing live microalgae for
fisheries, aquariums and related aquatic industries.
A software development firm is considering a site on 102" d Terrace. This would initially create
50 local jobs.
An aquaculture firm is considering a site off north US 1. They are a totally "green"
operation/self sustaining — water re -use, solar powered operator. This would create 40 — 50
jobs to start and up to 100 at full production. They have recently broken ground on a
substantial site in Okeechobee.
Martin County www.bdbmc.org
Martin County voters will consider whether or not Ad Valorem Tax Abatement should be
allowed to induce existing company expansion and new company recruitment. This is an
important issue for all our existing targeted businesses who may want to expand in Martin
County in the future. The BDB is supporting this issue.
Martin Memorial Health Systems and Florida Blood Centers are working with local volunteers
to supply the Vaccine and Gene Therapy Institute of Florida with regular shipments of white
blood cells. The cells are the immune system building blocks needed for many of the
experiments being conducted at the VGTI Florida researchers, working in labs at Torrey Pines
Institute for Molecular Studies.
UCT Coatings Inc. plans to expand into a new, 45,000-square-foot manufacturing facility in
the Sands Commerce Center early next year. The plan includes hiring 38 new employees over
the next three years with an average wage of more than $60,000 a year. It also received
$68,000 in Governor's Exigency funds, of which $38,000 will be provided to Workforce
Solutions for specialized recruitment and candidate screening for UCT. Workforce Florida
awarded UCT a $155,730 Quick Response Training grant -- a state -funded grant program that
provides funding to targeted businesses to train new, full-time employees.
The BDBMC will host their business appreciation luncheon on Friday, September 24th to
recognize the many contributions of local, existing companies from within our targeted
sectors. With over 370 attendees last year, the Business Appreciation Luncheon is the largest
business gathering in Ma , County. This year's keynote spez will be Florida State
University System Chancellor Frank Brogan.
St. Lucie County www.youredc.com
RECRUITMENT: Project Vision — optical research and manufacturing — finalizing lease for a
build -to -suit in Fort Pierce. 200 jobs, $55,666 average annual wage and $2M capital
investment. Won state QTI award and county has matched.
Project EUV — electric utility vehicles — finalizing lease for a facility in Fort Pierce; received
county job growth incentive grant and tax abatement. 50,000 SF facility, 40 jobs, $36,233
average annual wage and $500,000 capital investment.
Project LED — LED light manufacturer — is putting together a proposal to replace streetlights
for county, cities, school board and IRSC. 15,000 SF manufacturing facility.
Project Lake — out-of-state research institute — submitted incentive application to Enterprise
Florida. 85,000 SF wet lab facility, 200 jobs, $50,000 average annual wage and $55M capital
investment. Legislature did not fund this session.
Proiect Enerp-v — collaboration with Oak Ridge National Laboratory — MOU with county was
signed and public announcement commenced on July 28. EDC is establishing a leadership
team to move the project forward. Working on the nation's first "Green Mile" with the
Department of Energy's Oak Ridge National Laboratory. St. Lucie County could become a
national model for energy efficiency. The partnership involves turning part of Fort Pierce into
the nation's first municipal energy efficiency zone known as the "Green Mile" by checking a
defined section of homes, businesses and public buildings to find ways to cut their energy
costs. Individual homeowners would have their house audited to determine where energy
costs could be cut. The county and cities will work with Oak Ridge to create a vendor list of
proven products that residents could buy. Oak Ridge is a non-profit company.
RETENTION AND EXPANSION
Project Coral — expansion and relocation project of an operations center, adding 28 jobs and
$1.5M capital investment after 5,000 SF site purchase, pending County incentives for decision
by corporate.
Project Water— manufacturer potentially adding 10 new jobs and expansion of their building
and equipment. EDC made introductions to resources for the regional and State export
directory, training programs, and recommended this company be profiled as part of the
Florida's Research Coast economic gardening initiative. Project Water is a potential economic
gardening GrowFL candidate.
Project Pooch — minority -owned manufacturer relocated 50 jobs to St. Lucie County, with
potential to add 20 more when economy improves, requested County incentives. EDC
recommended regional & State export directory to grow business, introduced company to
resources for training assistance, and school district career academies. They may be
candidate for economic gardening and GrowFL program.
Oxford Management Services (OMS) — is adding an additional 75 call center jobs, bringing
their total to 300 jobs by end of year 2011. OMS is an accounts receivable management firm.
r Project Leeway — manufactreceived letter of intent in July f* county for Job Growth
Investment Grant, Ad Valorem tax abatement and fast -track permitting for expansion adding
11 jobs and $5.8M capital investment.
Twin Vee Catamarans - reopening of boat building business, plans to add up to 100 jobs in
four years. Twin Vee requested financial assistance and abatements, and help with media
awareness and expansion of product line. EDC made introductions to resources for
government contracts, export trade, training programs and media and recommended
business for company profile through Florida Research Coast economic gardening program.
Expansion of call center potentially adding 100 jobs, pending corporate decision on location
choice, in St. Lucie County or out of state.
EDC met with a retail business owner expanding to second location in Fort Pierce, adding up
to 30 new jobs; referred owner to Workforce Solutions for recruiting employees, Small
Business Development Center for assistance with business plan, and Chamber of Commerce
to market business. This company was also seeking assistance with a Fort Pierce historic
preservation grant.
A new farming business contacted EDC for assistance; expecting to add up to 25 employees
by harvest. EDC put owner in contact with Workforce Solutions for recruiting assistance, and
the Small Business Development Center.
Total relocations / expansions could be in excess of 425 new jobs.
The EDC continues to meet with local businesses as part of the business retention and
expansion program and economic gardening initiative. Florida's Research Coast partners
continue to collaborate on the economic gardening initiative are joining forces with the
GrowFL program.
Okeechobee County www.okeechobeebusiness.com
Financial Services Network: The BDB has created a new resource for businesses. The
"Financial Services Network" is being coordinated by the BDB with the leadership and
expertise of bankers, accountants, insurance professionals, and financial advisors in the
Okeechobee area. The group coordinated a workshop titled, "Building a Bankable Business"
on June 25th, and will be offering additional workshops in the future. Be sure to contact the
BDB to be on the list to receive information on upcoming events, or to schedule an
appointment to discuss the individual needs your business.
South Florida Manufacturing Association Partnership: The BDB has formed a strategic
partnership with the South Florida Manufacturers Association to provide networking
opportunities, training programs and other resources for manufacturers in Okeechobee. The
partnership was launched on June 29 with a workshop titled "Trends in Manufacturing for the
215t Century" at Royal Concrete Concepts. Businesses from throughout the research coast
and heartlands region attended. Be sure to contact the BDB to be on the list for future events
or to learn more about the partnership. Contact the Business Development Board at 863-
467-6246 - Brian@OkeechobeeBusiness.com.
The BDB of Okeechobee Investor Lunch on July 21 attracted 118 attendees. Chris Close of
Close Construction and Frank Miele of MagnaBon were keynote speakers. This event is held
on a quarterly basis in Okeechobee.
Workforce Solutions \ .yourworkforcesolutions com
Workforce Solutions is starting a roving digital literacy program that will provide computer
access and training to Treasure Coast residents difficult to reach through traditional methods.
Using $250,000 in federal stimulus funds recently distributed by Workforce Florida Inc., the
private, nonprofit agency is buying a 28-foot mobile unit that will function as a Mobile
Information Technology Academy.
2010 Indian River County Best Places to Work. For the past seven years Workforce Solutions
has sought out and recognized the best employers and the best employment practices in
Indian River County. Application deadline is August 14.
Elevate America — Microsoft. Workforce Solutions is working with Workforce Florida, Inc., the
Agency for Workforce Innovation and Microsoft as part of an innovative public -private
partnership to provide free technology training to individuals across the state. Workforce
Solutions has received 583 E-Learning vouchers, 583 Business Certificate Exam vouchers, and
150 IT Professional vouchers. Deadline is Aug. 21.
Florida's Research Coast
FRC is working to create a regional "Export Directory' in conjunction with the four economic
development organizations and Workforce Solutions. We are surveying local targeted
businesses within the region that currently export outside the state to determine where they
may be assisted to expand their operations. The goal is to connect global buyers to local
suppliers and generate trade opportunities for our local companies. This directory will be
imported into the Florida Export Directory so companies can participate in the states supplier
linkage efforts.
FRC is creating business profiles for local companies across the four county region. This
initiative is to help showcase companies that are positively impacting our business
community. The companies are diverse and represent a variety of industries in the region.
The profiles will be used for promotional purposes by the companies, local EDO's, Workforce
Solutions and Florida's Research Coast.
The Research Coast BOD participated in the GrowFL statewide meeting at UCF in Orlando in
July. GrowFL and the Florida Economic Gardening Institute are working with partners around
the state to roll -out their technical assistance offerings and CEO Roundtable and Forum
series. Research Coast will be conducting a CEO Forum with GrowFL on Sept. 14 in Port St.
Lucie at FAU. Forums are informational presentations that bring together leaders of second -
stage businesses in a confidential setting to meet and learn from CEO peers.
Michael Corbit
Workforce Solutions - Florida's Research Coast
Business Projects Regional Consultant
Ph. 772-335-3030 ext. 438
mcorbit@1)tcjobs.org wwA,.floridarc.com
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OKEECx
OKEECHOBEE COUNTY PROFILE
Cities/Towns —
City of Okeechobee
Area
Population
Civilian Workforce
Average Wage
Households
Major Private Sector Employers
Raulerson Hospital
Walpole, Inc.
Okeechobee Healthcare Facility
McArthur Farms, Inc.
Royal Concrete Concepts
Larson Dairy, Inc. & JM Larson Dairy
Entegra Roof Tile Corporation
rOK
Business Development
Board of Okeechobee
774 sq. mi.
40,241
18,251
$3b,293
--- 14,185
375
300
240
160
150
130
90
Located north of the big lake in Florida's heartland,
Okeechobee is centered in old Florida traditions. At the pulse
of this community are people with innovative dreams for
the future, working together to build a prosperous economy
through private and public initiatives.
Okeechobee County has abundant land available for
commercial and industrial development with an expedited
permitting process to ensure commercial construction
projects are given top priority. One of the many reasons that
manufacturers are attracted to Okeechobee is that products
can be easily moved to market via access to I-95, Florida's
Turnpike and US Highway 27. CSX Rail Systems and the
Okeechobee County Airport provide further land and air
transportation options.
Business Development Board of Okeechobee
315 NW 4th Avenue
Okeechobee, FL 34972
863.467.6246 www.okeechobeebusiness.com
Industry Networks formed through the Business
Development Board of Okeechobee share information
regarding available resources within and outside the
community. Taking aim on challenges and opportunities
for growth within each industry allows members to identify
and optimize procurement opportunities as well. Areas
of focus include agriculture and agritechnology, aviation,
manufacturing, marine industries, financial services, creative
services, life sciences and healthcare services, distribution and
supply chain management.
Education is Key to a Skilled Workforce
With an `A' rated school district, the community
recognizes the need for a well -trained workforce and has
implemented a "Major Areas of Interest" program for high
school students, and expanded career and technical programs.
Dual enrollment allows students to receive both high school
and college credit to help students toward their ultimate career
goals. Okeechobee County is the home of the Dixon Hendry
Campus of Indian River State College (IRSC) and is also served
by Florida Atlantic University (FAU). IRSC offers Bachelor,
Associate, and technical certificate programs and is committed
to supporting employers through its Corporate & Community
Training Institute (CCTI). CCTI assists individuals and
businesses by assessing training needs, identifying training
goals and outcomes, and designing a professional or technical
program to meet individual business needs. As an important
partner offering workforce development services, Workforce
Solutions facilitates employee recruitment and other services
to assist employers in finding the best job candidates. Many
Workforce Solutions services are provided to employers at
no cost.
Rich in Tradition & Embracing the Future
Old Florida charm and character have been well preserved
in Okeechobee. The community has a proud tradition as being a
leader among counties throughout the Southeast U.S. in dairy and
beef cattle production. Yes, real live cowboys exist in Okeechobee
just a short drive from the vibrant culture and immaculate beaches
of Floridas east coast. Residents enjoy the option of living on
waterfront property with access to the second largest lake in the
U.S., or perhaps fulfilling their dream of having their very own
ranch. Located on the north side of Lake Okeechobee, businesses
are discovering the advantages of tapping into a hard-working
labor pool and being at the center of the state within two hours
from Tampa, St. Petersburg, Sarasota, Orlando, Naples,
Ft. Myers, and Miami. Okeechobee also has excellent rail access
and transportation facilities to several deep -water ports and
airports to facilitate international trade.
Royal Concrete Concepts
�Fw: Public Relations & Creative Services Net Committee Me... •
Subject: Fw: Public Relations & Creative Services Network Committee Meeting Follow Up
From: "Dowling Watford"<dowlingwatford@okeechobeeford.com>
Date: Fri, 13 Aug 2010 11:56:13 -0400
To: "Brian Whitehall"<bhitehall@cityofokeechobee.com>
FYI
----- Original Message -----
From: Mary Chesley
To: Charlie's Lawn and Landscape ; 'Bobbi Poole' ; Ron Kellenbenz ; Mike Radebaugh ; 'Dowling Watford' ;
Dawnd.SmithCcDregions.com ; CaTes ; elvieposey(a)_aol.com ; 'Joshua Mixon'; Osiel Luviano ; marnie.lauter(o_hcahealthcare.com ;
'Missy Davis' ; 'John W. Gurney' ; pepperp_strato.net ; jfolbrecht(a�live.com
Sent: Friday, August 13, 2010 11:12 AM
Subject: Public Relations & Creative Services Network Committee Meeting Follow Up
Hello Everyone!
Thank you again for taking the time to listen and participate on Wednesday.
Sorry for the delay in getting this information out, but it has been quite the hectic week with the new project announcement! I am
sure you have all heard by now, but if not, I am attaching the press release. I have also attached a copy of the 2 handouts that
were on the tables about Okeechobee talking points as well as the Creative Services Network Plan.
On the Creative Services attachment, I have added a plan of action in red that I would like your input on as well as someone to
take ownership of each item to begin moving forward with the process. If we all divide it up or partner together on each item, it
will make the process a lot easier and quicker to accomplish. Please reply back to me which you are interested in by Tuesday
morning and 1 will send out the 'assignments' early next week.
On the Public Relations, I have only added a couple more talking points. What I would like to hear from you is any information
you have on upcoming events inside or outside of Okeechobee that someone may be able to attend and/or speak at to promote
with Okeechobee and/or the BDB. For example, Congressman Rooney is having a Small Business Forum in Fort Pierce next month,
and also the BDB & SFMA are hosting a networking event for manufactures around the region next month here in Okeechobee.
Both of these are opportunities that Brian and I will already be attending to promote Okeechobee and the BDB. Also, if you
currently know of a good, positive business story, please let me know as Brian is working on our next newsletter. For those of you
who make'sales calls' to other local businesses, it would help us tremendously if you could possibly mention our organization to
everyone and let them know that we are here to help them in any way we can. I can also go along with you occasionally to
introduce myself if needed. The main goal is to start changing the negative attitude you sometimes hear about Okeechobee, and
with the announcement of the Outdoor World Village, it should make it a little easier for you all to be EXCITED about the future of
Okeechobee!
Once I get responses from everyone, I will schedule the next meeting. I know I cannot always accommodate everyone's schedule,
but is there a time/day that works best for you?
Any other suggestions, ideas, or comments are always welcomed and appreciated! So please let us know! And please see about
getting other people involved as well!
As always, please forward us any leads you may hear about regarding relocation or expansion into Okeechobee.
I think have covered enough for us to get a good start, but if I have left anything out please let me know.
Have a great weekend!
Mary Chesley - Program Coordinator
Business Development Board of Okeechobee
315 NW 4th Avenue, Okeechobee, FL 34972
863-467-6246
www.okeechobeebusiness.com
A Division of Okeechobee Main Street
& Partner in Florida's Research Coast &
Florida's Heartland Regional Economic Development Initiative
1 of R/1A/?n1n 7.11 AM
Business Development Board of Okeechobee
Talking Points
The following talking points convey general information regarding the organizational
structure, programs and activities of the Business Development Board of Okeechobee.
Please refer to this document if you are contacted by the media or have the opportunity
to inform others about the organization during a public speaking engagement.
• The Business Development Board of Okeechobee is funded by Okeechobee County,
the City of Okeechobee and private sector business leaders.
• Okeechobee has several business advantages including:
o Central location with close proximity to Orlando, West Palm Beach, Ft.
Lauderdale, Miami, Tampa, Sarasota, Ft. Myers and Naples.
o Population base of over a million and workforce of over i million within
approximately i hour commute of Okeechobee (population of Okeechobee
County is over 40,000 and workforce is about 18,500).
o Industrial property with excellent rail access
o Enterprise Zone provides tax benefits and covers most developed areas of
county
o Special consideration as a rural county increases the benefits of state tax
incentives and other financial incentive programs
• Okeechobee has "A" rated school district
• IRSC campus in Okeechobee, also CCTI Training locally
• Workforce Solutions in place locally for training and recruiting employees
• The Business Development Board offers business assistance services to all businesses
• The Business Development Board of Okeechobee is committed to diversifying the
economy and increasing the number of high wage job opportunities while
maintaining the distinctive old Florida character of Okeechobee.
Business Development Board of Okeechobee
Creative Services Network Committee
Some of these action items will overlap- so please read
through all and once you respond I can pair teams up so
no one is duplicating work!
I. Cooperation and Collaboration
a. Strategy #1: Foster cooperation and communication between
non -creative and creative business in Okeechobee
OBJECTIVE: To increase awareness of the creative resources that
are available in our community that would keep outsourcing
within Okeechobee; keeping a greater flow of economy within
Okeechobee which ultimately helps all businesses and the overall
economy.
1. Utilize internet (Chamber, Main Street etc), phone book,
and basic knowledge of town to create beginning list of all
creatives in Okeechobee. Will be emailed out to all
committee members for verification and
additions/subtractions
2. Begin to brainstorm on how to not only bring awareness
to local businesses the services that are available here but
how to get local businesses to use the local services here
1st (i.e. get local services to give local discount)
b. Strategy #2: Create a `Creative Directory' for Okeechobee
OBJECTIVE: To provide a tool to area businesses and residents
where they can easily find the resources they are looking for. This
involves the collaboration of all creatives to work together, not
separately, to create a stronger overall voice for the creative
community.
1. Use master list to begin calling/going by to find out extent
of services offered, limitations etc... will be time
consuming to make sure no service is left out.
Business Development Board of Okeechobee
2. Brainstorm on where to publish this info to be sure
businesses are aware of where to get the info
II. Support for Creative Service Businesses
a. Strategy #1: Identify Okeechobee County's existing creative
business strengths and assets in the area of film & video,
web/media, advertising or marketing and other export oriented
creative businesses.
OBJECTIVE: To determine the actual level of business activities
and jobs in each of the creative service business areas so that
resources can be directed appropriately.
1. Talk to creative services businesses about their strengths
and capabilities/limitations and whether or not they are
currently exporting their services outside Okeechobee and
if so how far. Also if they have considered broadening
their area of service. If they have, Brian may be able to
assist them with exporting outside the US, or in a broader
range.
I would ideally like to be able to have all this completed before the end of
September so that we can highlight it at the October luncheon.
Thank you all again!