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2013/14 FY Mid Year Reviewap Al!G `OA° `eao!Lueo aUe-1 m 5) -JoAeNl - ONIi331N N1f10!'OV 'X - to (t j c r / 1q r?x(c:Gy ( D 0 m v D - i v o =,' -- c v n X< w CD -_i i CD co O CO CO CD v o C. 5. Cn v z 6- U a) v c a m m v v o p = Q D z 0 -- CO V) -) ) ci C- a) 5. CD 5' O CD O '-< 9550555555c3 (.0 - _. -. CD O -� x o <n CD �3) CO O O .S T Q CD a) f O_ - O O v v - Q CD CD - a) G O CJ n 9 O v CD C). O CJ C1 O t/) - c v o 5) v r} < p ti Cn v �- ( C -- N- D. C7 CD CD (D m CJ o Cn CD CD cn -_ C 'F' D r cvi) . N c� - fl) L-(7 O (- ---<- j -w 1 C- CC1 L < 0 CD 5 — a) C -, CD !- (n (n CD T. C- CD O 'O - 0 X X 11 - 5 N -} O Q- O CJ - O - < Q- 21 L. 0 C Q CL-)„, 5- cn n --' CD CD N _ v 0 0 CD a) a) _^ CD Lll _- G cn O Q� a) -3 co _ - O 77 a) O a) (D Q -; v C v O N v < G) co CD O CD CD �' X N N a) [n 5. CD CD CD CD _i N C. 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O -o a) Q o cn o o c =S CD - ti n -a 3 D a $ D) Cn m o) c v- w v - o ) o P, CD Qj v _. N o 0 0 0 m— CD - m v v -0 0 -(n)' z- C CD C cfl a O ) CD =z S C: p O D CD < ? CD C) 5. CC D O O X o o - - _ Q cn . n -o a'4l DUp t!' N Z3 D' co 0 O 3 n co a 0 LU O ID 5. x CD CD C CD a) a) m o ni co O cD O a cirrO O CU CD Q_ 0 CO 0 CD CD O 5 ti S co CO -n CO a) D CD 0 0 0 v -G CD CO N Lo 31OA - NO!SSf1OS!O - NO!IOV 1IONf10O 6 3O 6 39Vd - 0N1133A 21V-100:1" b I.OZ'OZ AVW N CO MEMORANDUM May 20th,2014 TO: Mayor and Council Members FR: Brian Whitehall, City Administrator India Riedel, Finance Dept. RE: Mid -Year Review — May 20th, 2014Council Meeting Overall our budget to actual is as expected. Most Income and Expenses have corresponded to YTD expectations. Revenues Ad Valorem Tax Revenue less than last year, by 3 %, however, prior year to date was an unexpected increase, overall trend is as expected. General Fund Revenues (excluding Ad Valorem) are up 3.91%, or $40,000. Last year there was a significant decrease in Franchise Fees, this year they have rebounded and are at a 7% increase. Utility Tax receipts are up by 16 %. Communications Service Tax however has decreased by 28 %. The City's portion of monthly receipted sales tax from the State is up by 11%. And the Local 1/2 cent tax is up by 13 %. Charges for services, such as Building and Permitting have remained unchanged as new construction has been minimal. Expenditures Percentage of budget spent through March 31st is 43.78 %; when one might expect to have spent 50% of funds. General Fund Expenditures increased year to date by 7.6 %. Some of the increase is due to the 11% increase cost in health insurance as well a annual expenses paid earlier in the year (Auditors by $7,000) Margin of budget to actual is narrower than past years and we do anticipate using some of the reserves as budgeted. Departments continue to monitor each line item within their budget by scrutinizing the need for services and goods. City of Okeechobee May 20th 2014 Mid Year Review Financial Status Agenda • Economic "[,rend • Revenues • Expenditures • Summary Mid Year Review - Financial Status 1 Mid Year Review - Financial Status 2 Economics sos 30 0% 25.0 3 20.0r 15 0% 10 0% 5.0% 0.0i 5.0% 10 -0% -15 0% -20.0 Local Option Sales Tax Statewide % Change Okeechobee % Change 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 Revenues Franchise Fees Court Fines Ad Valorem State Shared Revenues Half Cent Mid Year Review - Financial Status 3 6 Month Receipted Ad Valorem Revenues $2,500,000 $2,000,000 81,500,000 $1,000,000 8500,000 7987% 8o 99% $1,761,756 81,725,923 Ad Valorem 78.67% 77.21% $1,487,012 51,341,165 81.3o% 88.o8% 81,420,870 11,495,143 83.41% $1,451,579 $0 2008 2008 2003 20051 2010 2010 2011 2011 2012 2012 2013 2013 201/, 2014 Budget Actual Budget Actual Budget Actual Budget Actual Budget Actual Budget Actual Budget Actual Ad Valorem $2,205 81,161 $2,131 81,725 81,890 81,487 81,738 $1,;41 81,747 $1,420 81,697 $1,495 81,740 11,451 Comparative 6 month Receipted Revenues (excluding Ad Valorem) $1,200,000 $1,000,000 $800,000 $600,000 $400,000 $ 200,000 $- 2009 2010 2011 2012 2013 2014 Mid Year Review - Financial Status 4 State Board Accounts Fund B Potential Unrealized Gain /Loss $20,000 $- CO of of of 0 0 0 - H H N N N M in M 0 0 0 0 ri H H H r1 rl H H r r , 1 H $(20,000 ) a co o ai ro a w o o au a o v o o v o 2 $(40,000) $(60,000) $(8o,000) $(ioo,000) $(12o,000) $9,916 State Board Accounts Fund B 2007 Amounts $'s Transferred Balance Investment Value General Fund Public Fac. Fund $744,550 $127,240 $713,024 $121,848 $31,527 $5,388 $39,996 $6,835 Mid Year Review - Financial Status 5 Revenues -YTD $250,000 $200,000 $150,000 5100,000 $50,000 - 20 13 Actia120 I' ActuaI20 0 Actua12011 Actual2l 2 Actua12013 Act0a120I4 :kclual FPL Franchise Fee Comparatives 200000 180000 160000 140000 120000 100000 80000 60000 40000 20000 0 ti° °" ti00 ti ° °° i°' ° 2 ti °yam tioy' ti °yam ti ° °o 1000 ti, r°°° 1°y° 1°, y ti °ry ti °y' FPL Mid Year Rcvicw - Financial Status WW Franchise Fee Comparatives 35000 30000 25000 20000 15000 10000 5000 0 ti °off ti °off ti °off ti °y° ti °may ti °1 °�� ti ti ti off ti o °yti o °off °off °o y ON'') '1, ti ti d Local option Sales Tax Receipts 1, 900, 000, 000 1,850,000,000 1,800,000,000 1,750,000,000 1,700,000,000 1,650,000,000 1,600,000,000 1,550,000,000 1,500,000,000 State Okeechobee 2008 2009 2010 2011 2012 2013 3,900,000 3,800,000 3,700,000 3,600,00o 3,500,000 3,400,000 3,300,000 3,200,000 3,100,000 3,000,000 2,900,000 Mid Year Review - Financial Status 7 Year End Revenue Comparisons $4,000,000 $3,500,000 $3,000,000 $2,500,000 $ 2,000,000 $1,500,000 $1,000,000 $500,000 Taxes FY 2oo5FY 2oo6FY 2oo7FY 2oo8FY 2oo9FY 2010 2o11FY 2012 FY 2013 Year End Revenue Comparisons • $5,000,000 $4,500,000 $4,000,000 $3,500,000 $3,000,000 $2,500,000 $2,000,000 $1,500,000 $1,000,000 $500,000 Intergovernmental FY 2oo5FY 2oo6FY 2007 FY 2oo8FY 20o9 FY 2010 FY 2011 FY 2012 FY 2013 Mid Year Review - Financial Status 8 Year End Revenue Comparisons $600,000 $500,000 $400,000 $300,000 $200,000 $100,000 Charges for Services FY 2005 FY 2006 FY 2oo7 FY 2008 FY 2009 FY 2010 FY 2011 FY 2012 FY 2013 Revenues Communication Surtax- (CST) 200000 175000 Hard phone lines 150000 125000 Cell phones 100000 75000 -' 50000 !. 25000 Direct Satellite /Cable /Internet Prepaid Phones 2008 ActuaI2019 Acta:02010 ,kctua1201 1 ;kttua12012 Actua120I3 Actua1201 -1 Actual Mid Year Review - Financial Status Year End Revenue Comparisons $900,000 $800,000 $700,000 $600,000 $500,000 $400,000 $300,000 $200,000 $100,000 $ Permits & Fees FY 2005 FY 2006 FY 2007 FY 2008 FY 2009 FY 2010 FY 2011 FY 2012 FY 2013 Year End Revenue Comparisons $60,000 $50,000 $40,000 $30,000 $20,000 $10,000 $- Fines & Forfeitures FY 2005 FY 2006 FY 2007 FY 2008 FY 2009 FY 2010 FY 2011 FY 2012 FY 2013 Mid Year Review - Financial Status 10 Year End Revenue Comparisons $400,000 $350,000 $300,000 $250,000 $200,000 $150,000 $100,000 $50,000 $- Investment Earnings FY 2005 FY 2006 FY 2007 FY 2008 FY 2009 FY 2010 FY 2011 FY 2012 FY 2013 Revenues -YTD $250,000 $200,000 $150,000 $100,000 $50,000 2003 Actua120)9 ActuaI20I( Actual20 II Actua12012:kctua120I3 ActuaI2014 Aclual Mid Year Review - Financial Status 11 Year End Revenue Comparisons: $10,000,000 $9,000,000 $8,000,000 $7,000,000 $6,000,000 $5,000,000 $4,000,000 $3,000,000 $2,000,000 $1,000,000 Fiscal Year to Date Total Revenues FY 2005 FY 2006 FY 2007 FY 2008 FY 2009 FY 2010 FY 2011 FY 2012 FY 2013 Expenditures Finance Clerk General Services Council 'Administration Public Works Mid Year Review - Financial Status 12 GF Annualized Budget by department $2,007,082 Police Protection $1,370,1811 $4,452,722 Fire Protection $1,075,459 Roads & Parks Legislative Executive Clerk Financial Services Legal Council General Services Law Enforcement Fire Protection Road & Street Facilities Expenditures GE Y D Expended (3/31/14) by Department 42.95% 47.19% 48.91% 49.86% 40.81% 122 42.4% 43.51% Expended 43.78% of Budget 43.58% 43.65% Mid Year Review - Financial Status 13 Expenditures $3,000,000.00 $2,500,000.00 $2,000,000.00 $1,500,000.00 $1,000,000.00 $500,000.00 $- General Fund Y'Fl) Expended (3/31/13) 1.3% 1.4% $170,780 .8% 7.6% 2010 YTD 2011 YTD 2012 YTD 2013 YTD 2014 YTD Budget Projections $2,500,000 $2,000,000 $1,500,000 $1,000,000 $500,000 $- GF Budget Expenditure Projections ,e �e e`' c,. a c'� o� • �a\ 0J�\ C, 0\ oJa 0\ ie ee c; �aa F +a �`\a\�a �aga\C a�a��a ��� °t`a \` Q�o� `aa��a • as sec �a� as (Z-o Budget Annualized Projection Mid Year Review - Financial Status 14 GF Budget Expenditure Projections $5,700,000 $5,500,000 $5,300,000 $5,100,000 $4,900,000 $4,700,000 $4, 500,000 $5,621,007 $5,487,834 Budget Annualized Projection Expenditures all Funds (5 years) $8,000,000 $7,500,000 $7,000,000 $6,500,000 $6,000,000 $5, 500,000 $5,000,000 2008 2009 2010 2011 2012 2013 Mid Year Review - Financial Status 15 Summary -2014 Ad Valorem tracking as expected Intergovernmental Revenues up 8% Projections from State are up Franchise Fees have rebounded One Cent Sales tax up ai% GF expenses tracking less than Budgeted Reserves are still healthy Building Permits Fees are down Court Fines continue to decline CST declining and volatile Interest Earnings non existent Mid Year Review - Financial Status 16 (T) -1 W O N A (T) W A CO (1) g Q CD g) (U 0 0 co v a) a) m v m cD a a a > o A CO CO N 01 - -• O O CO (0 W "' V ((1 ET) ET) ET) En ET) (T) (n (1) A -A _.1 -1 -1 N -. 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(p 0_ 0 (D O 0 (D Cl : CD 3- --h O 0 -i CD 0 3 (D Synopsis of State Board Accounts (SBA). J01e9a1Q eoue Small Business Economic TrendsNational Federation of Independent Business National ... Page 1 or 8 National_ Federation of Independent Business The NFU Research Foundation has Collected Small Business Economic Trends data with quarterly surveys since the 411? quarter of 1973 and monthly surveys since 1986. Survey respondents are drawn from NETBS membership. The report is released on the second Tuesday of each month. This survey was conducted in April 2014. A sample of 10,799 small - business owners /members was drawn. Six hundred eighty -five (1,699) usable responses were received — a response rate of 16 percent. May 2014 Report: Small Business Op l sm mp oves, But Don't Get Too Excited Confidence Up in April, bunt Washington continues to create uncertainty Small Business Optimism Index Up 1.8 Points in April to a Post - Recession High of 95.2, But Washington Continues to Create Uncertainty Chanel Index Component Plans to Increase Employment 8% Plans to Make Capital outlays 25% Plans to increase Inventories 3` Expect Economy to improve -9`'0 Expect Real Sales Higher 1O% Current inventory -1` Current Job Openings 24% Expected Credit Conditions - a% Now a Good Time to Expand 8% Earnings Trends -20% ntb.corn;_;bet Net's:, From March WPAM April's Small Business Optimism Index rose t.8 points to a post - recession high of 95.2. The economy continues to perform modestly and April's index followed suit as it crossed the 95 marker for the first time since 2007. Seven Index components improved, one was unchanged and 2 fell.. "April's Index did pass the 95 mark that seemed to block any progress in optimisrrt for the past- five nears. However, the Index is still 5 points below the average reading from .1973 to 2008, and,fctr from what is considered expansion levels. This reading can only be characterized as a high end recession reading. Small business confidence rising is always a http: / /www.ntib.com/ surveys /small- business- economic - trends/ 5/19/2014 side Track on Florida's Fi 1 Healt SPRING • EDITION 2014 I 7-7riirrPrr,"*Irl l!'?' - • - • ••‘.,va • " ‘„,*° 9 1/4'. .% „), ; V 11 014,, •%1 i' •str .t ONO' Y Florida has continued to foster a strong economic recovery thus far in 2014, despite modest growth in the national economy. Although data on Florida's Gross Domestic Product ( GDP), a pleasure of goods and services produced by the state and widely -used gauge of economic growth is not yet available for 2013, economists believe that Florida's economy grew 2.7 percent last year with GDP projected to grow 3.2 percent in 2014, according to the University of Central Florida's institute for Economic Competitiveness. There are several other indicators that point to strong economic growth over the past year in Florida and a continued upward trajectory through 2014, which include rising home prices, personal income growth, and improving consumer confidence. CLICK GRAPH fO SEC SOW A primary driver of recent economic growth in Florida has been the housing market. Median honk sale prices have posted significant gains since 2011 and have increased 17 percent since 2009, which has helped to rebuild household balance sheets and grow personal income. Since 2009, personal income per capita in Florida has increased 12 percent, totaling $41,692 at the end of 2013. This renewed growth in real estate and personal income has consequently boosted the consumer confidence of Floridians. According to the University of Florida's Bureau of Economic and Business Research Consumer Sentiment Index, consumer confidence among Floridians stood at 81 in March 2014, up 10 8 EAXOOW 1 OF VENTURE (API fAl INVESfMEN`f IN FLORIDA, 8Y 11OUSfRY (2013) Biotechnology Medical Devices & Equipment 1. % Other Industrial /4% Energy 4 Media/ Entertainment Software Telecommunications Source: PricewaterhouseCoopers/ NVCA Money free Personal income per capita (000s) FLORIDA'S PERSONAL INCOME & MEDIAN HOME PRICES $175 $160 $145 $130 ; $11 $100 2009 2010 2011 2012 2013 Source: US Bureau of Economic Analysis & Florida Realtors Median existing home saes price (000s) points compared to the same time three years ago when the Index stood at 71 in March 2011. Additionally, the component measuring the personal financial situations Of Floridians compared to a year ago stood at 73, a 6 point increase over the reading in March 2011. Perhaps most importantly, the Index reading on Floridians' expectations of their personal financial situation one year from now has increased remarkably, up 24 points from 58 three years ago to a reading of 82 in March 2014. 't'liese developments, along with increasing consumer confidence, has lead to more Floridians believing that now is a good time to buy major household goods, and this is reflected in the state's taxable sales activity, a measure of the level and type of goods being purchased statewide Over the past three years, sales activity in Florida has risen steadily with total taxable sales increasing 18 percent between December 2010 and December 2013. Venture capital investment in Florida is another indicator of the state's ongoing; economic recovery. Nationally, Florida ranked 10th for the amount of venture capital invested in its start -ups and high - tech businesses during 2013. This is an improvement from 2012 when the state ranked 19th nationally, and evidence of an expanding innovation economy in Florida. In 2013, venture capital investment in Florida totaled $421 million. Of this, the software industry attracted the largest share with 46 percent, or $193 million Of Florida's venture capital invested irr the industry; followed by the media and entertainment industry, which attracted 17 percent, or $73 million of Florida's total venture capital in 201.1; the biotechnology industry, which attracted 13 percent, or $53 million; and, the state's medical devices and equipment industry, which attracted a 12 percent share, or $52 million of the venture capital invested in Florida last year. Chief hinancia101ficer Vlorida's Bottom Line Florida's jobs situation has continued to improve thus far in 2014. Statewide, the unemployment rate has continued decline, down to 6.3 percent as of March 2014, which is the state's lowest unemployment rate in SiX years Since June 2008. Compared to the same time last year, Florida's unemployment rate has fallen 1.4 percentage points from 7.7 percent in March 2013. In contrast, the national unemployment rate has continued to stagnate thus far in 2014, remaining unchanged at 6.7 percent in March. in March, Florida ranked 1st for the largest increase in jobs of any state in the nation, with broad -based gains across industries. Florida's labor force is also rising much faster than its adult population, reversing some of the severe losses in the participation rate over the past three years. CLICK GRAPH TO SEE SOURCE DMA This recent improvement is not unexpected and mirrors historical trends. Since reaching its peak rate in 2010, Florida's unemployment rate has both declined more rapidly and robustly than the national unemployment rate. As of March 2014, Florida's unemployment rate has dropped significantly from its height, down by 5.1 percentage points since its peak rate of 11.4 percent ,four years ago. In contrast, the national unemployment rate, which peaked at 10.0 percent in October 2009, has declined more slowly despite a relatively lower, and more distant, peak unemployment rate than Florida. Compared to its peak in 2009, the U.S. unemployment rate has only declined by 3.3 percentage points, down to 6.7 percent as of March 2014 from 10 percent in late 2009. .lob growth has strengthened statewide thus far in 2014. Since the beginning of the year, Florida's economy has created 62,300 net new jobs, the 2nd largest amount of any state in the nation. Over the year, Florida's economy has created a total of 225,100 net- UNEMPLOYMENT RATE 2004 - 2014 2.0 0 0 o0 0A 04' 00 do titi ' , ' , , at, at, at, at, at, at, at, at, at, at, at e e e Source: U.S. Bureau of Labor Statistics new jobs (1-3.0 %). Private sector job growth has been even more robust, growing at an annual rate of 3.5 percent in March. Florida's rate of job creation also continued to be higher than the nation's in March. Nationally, the net rate of total and private sector job creation was 1.7 percent and 2.0 over the year, respectively. .lob growth in Florida has not only strengthened, it has also been broad -based thus far in 2014 with significant gains across and within industries statewide. In March, industries gaining the most jobs over the year in Florida include: professional and business services (1-48,000 jobs, 14.4 percent): trade and transportation (1-47,500 jobs, 13.0 percent); leisure and hospitality (142,100 jobs, (4.1 percent); construction (141,000 jobs, 111.5 percent); private education and health services (115,300 jobs, 11.4 percent); financial activities (r- 12,200 jobs, 12.4 percent); manufacturing (19,700 jobs, r -3.0 percent); other services (1 6,800 jobs, 12.0 percent); inforniation (12,200 jobs, 11.6 percent); and, total government (r 300 jobs, +0.1 percent). 4.4% Professional Services 4.1% Leisure & Hospitality 3.0% Trade & Transportation 3.0% Manufacturing 2.4% Finance 2,2% Other 1.6% Information 1.4% Healthcare 0.0% 2.0% 4.0% 6.0% Source: U.S. Bureau of Labor Statistics, as of Mar. 2014 Chief I inuncial Officer 11.5% Construction 10. IN FLORIDA Year - over -year % Change 8.0% 10.0% 12.0% ANNUM RATE Of J03 C EA`110 N Total Non -farm Private Sector Vlorida's Bottom Lille ILOUSE Florida's real estate market has continued to improve in 2014, building on its ascent over the past two years after collapsing in the wake of the Great Recession. Although off their pre - recession peaks, home sales and prices have generally improved, climbing steadily as strong demand has continued to build. In March 2014, the median sales price of an existing home in Florida stood at $173,000, a 7 percent increase over the year. improvement is further illustrated when comparing the growth of U.S. home prices to Florida: in 22 of the past 27 months, the state's median honk price has grown at a faster rate than the nation, with an average annual growth rate of 9 percent and 15 percent in 2012 and 2013, respectively. (LICK( GRAPH TO SEE SOURCE OATA ANNUAL GROWTH Of MEDIAN HOME PRICES ceQ ti o a �JC Source: Florida Realtors & National Association of Realtors This uptick in home prices is a result of renewed demand, due in part to high levels of investor participation in Florida's housing market, which is illustrated by the share of homes purchased in cash transactions. In March, 46 percent of closed sales of single- family homes in Florida were cash transactions, compared to 33 percent nationally. 4Vitli increased demand, Florida's housing inventory has dwindled, which has spurred new construction statewide. To alleviate the pent up demand, homebuilders have planned to break ground for new honks at pre - recession levels. Residential building permit activity - an indicator of future construction and a gauge of housing iiiarket strength - has continued to increase through 2014, with 15,480 units authorized year -to -date, a 17 percent increase compared to the same time last year. Of note, Florida authorized more new building permits over the year in February than any other state with the exception of Texas, and accounted for 18 percent of all permits authorized in the Southern region. fOP 5 SfAfES: fOf Al. }LOUSING HULLOING PERMI`fS AUfHHORILE0 Texas Florida California North Carolina Georgia (Feb. 2013 - Feb. 2014) Source: U.S. Census, Building Permits Survey i' - 1tw'tt't Chief Tinaitcia1011icer cJQ Although Florida is on pace to recover much of the value lost in the wake of the Great Recession, the housing market recovery faces the headwind of increased interest rates. Within the last year, mortgage rates have increased amid an official tightening of U.S. monetary policy, namely tapering of the Federal Reserve's bond buying program (`quantitative easing'). This has caused the yield on the U.S. 30 -Year Fixed Rate Mortgage to climb 0.82 percentage points, or 24 percent over the past year. Rising rates have a negative impact on the housing market because potential buyers may be dissuaded from purchasing a home due to higher financing_ costs. This negative impact also extends to homebuilders and developers, as projects may become more expensive to finance. 1 lowever, while the spike in interest rates will likely slow the housing market in the short - terns, strong population growth, an improving labor market, and a rebounding overall economy will buoy real estate in the long run. US. :30' - YEAR FIXED RATE NOR 'fG \GE AVERAGE 3.2% �� k PQ� eta, ��c � r ��Q mac, `moo ,ac Source: Freddie Mac l'lorida:s Hot tonm Line Florida's financial horizon continues to brighten in the New Year with official state estimates projecting a budget surplus for the third consecutive year. According to the Florida Revenue Estimating Conference, the state budget surplus is expected to total $1.2 billion in the coming fiscal year, a welcome sign that Florida's economy is growing and a stark contrast from the five consecutive years of budget shortfalls generated by the Great Recession. Looking ahead, Florida's long -term financial outlook is positive and stable, a direct dividend of an improving economy and the state's consistent approach to governing with fiscal restraint and prudent debt management. During the Great Recession, Florida made the tough decisions necessary to weather the storm and keep its fiscal house in order, exercising fiscal discretion over increased borrowing and spending. As a result of this approach, the state now has greater financial flexibility as economic activity and revenues strengthen because it is not burdened by rising debt, allowing Floridians to concentrate 00 economic growth without being threatened by the prospect of rising state taxes. R0R1Oi \'S L0H. felt' f 1NANC1:11 OU I IOOX $30 (Net General Revenue) $15 FY2013 -14 FY2014 -15 FY2015 -16 FY2016 -1/ FY201/ 18 FY2018 -19 (current fiscal year) Source: Florida Revenue Estimating Conference ta�,ttc °= Chief Financial Officer ICK GRAPH TO SEE SOURCE DATA The federal government has yet to acknowledge this reality. Instead, it has continued to leave open the floodgates of spending, driving up the national debt to historic highs. At the end of 2013, the U.S. debt -to -GIMP ratio reached 72 percent, a significant increase from 2007 (3S %) and the highest in U.S. history 0 part from a short time during World War II. Furthermore, there is 00 suggestion that this trend will subside in the future. According to the Congressional Budget Office, both federal debt and deficits are projected to continue rising through 2024 and government spending is expected to begin growing more rapidly than the U.S. economy by 2016. In contrast, Florida continues to improve its financial outlook by balancing its budget, replenishing reserves, and reducing its long -term debt. 90% 80% 70 60% 50% 40% 30% 20% 10% 0% FE0ER 1l. 0E3f }HELD 3? (HE PU311C: 1914 1 -'�0: } Percentage of GDP Actual Projected b 01 01 1, 0) 0) X00 0) ti0 Source: Congressional Budget Office Florida's Bottom line 90% 80% /0% 60% 50% 40% 30% 20% 10% 0% 5/20/14 Activity Rpt Cont'd Ord 1111 BTR Code and fee changes - on Agenda to update the Code to the terminology 'business tax receipt' and increase the BTR fees 5 %. I've attached the 8/20/13 (incl in this f/y budget- beginning discussion) memo reviewing the particulars. • Ord 1112 Impact fee - on the Agenda and continues the impact fee assessment moratorium for another year, through June 30, 2015. • Centennial Celebration - on the Agenda is a motion to adopt proposed Resolution No. 2014 -02, creating an Ad Hoc Committee. You were supplied with a draft in the packets for last meeting and while it's a year away, it'll be here before you know it. • Parking lot downtown - As you are aware, the City continues to experience a bit of an overcrowded parking issue downtown. On the one hand, it's good to see the activity, but it's certainly creating a cumbersome issue. I'd like to investigate the acquisition of the empty 50 X 142.5 lot at the intersection of SW Park & SW 41h Av (where the Christmas trees were sold). I know it's not a solution to a bigger parking problem but it could be a piece to the puzzle and the lot now serves as nothing more than a cavity on our downtown store front area. City Atty: • FDOT / Hamrick litigation - The Mar 27 meeting wherein, Atty Cook and l were to meet w/ our Atty Weaver and reps from the Hamricks and FDOT at City Hall to discuss the litigation was cancelled and hasn't been rescheduled. • Barbara Mills, 406 NW 5rh St, nuisance property resolution - At the Mar 161h meeting the Council voted to proceed w/ foreclosure on about $20k in fines after Atty Cook was unable to secure a Judgment in order to gain access to the property to abate the weed nuisance. Finance: • Mid -year financials update on Agenda - Fin Dir Riedel will give a short report on the mid -year financial. We met with Dept Heads and supervisors to review each department's budget, checking for over - expenditures or unanticipated costs. General Services / Planning Board: • Air conditioner in Dep Clk's office replacement - The City just rec'd quotes ranging from $3720/$3990 for a 13 SEER and $4560/$4990 for a 16 SEER. We are investigating any FPL rebates etc to make a determination to go w/ the more efficient NC. Police: • Liquor sales to minors - The 5/11/14 Okeechobee News had an article wherein it stated that the Narc Task Force and the City were involved in a sting and found 7 of 12 stores selling booze to the underaged. Other than our Task Force rep, the City wasn't actually involved in the sting which explains, I guess, why all the stores were located outside of the City. I've spoken to Chief Davis and we plan to coordinate a similar sting in the near future for all stores inside the City. Page 2 FLORIDA FAST FACTS Population 19.1 0.9% 87.3 10.3`%, $131,700 $346 19.3 2.4% 91.5 8.8% $145,00 $203 19.6 2.7% (p) 94.7 7.2% $168,000 $421 (total, in millions) Real (roes 1)ouicstic Product (growth rate) Visitors (total, in millions) U lama liclvl1eI1 Rate (annual average) Median 1Ionae Price (single-family) �enttfr(' (:a )ti wlia „.. 1 nvestnaeilt (total, in millions) (p) Projected For even more metrics on Florida's economy, visit: CHIEF FINANCIAL O FF IC I? IZ JEFF AT WAT [z FLORIDA DEPAR FMILN'I' OF FINANCIAL SI?RV ICES www. Viy f loridaC O.corn I Chief Financial Officer PatRTNERS ,. Florida's Bottom tine is produced by the 1 oridci D(' )ur tmeu _ o f f in(IIIC IC.1l .tier vices ices ill association with the I &11ia12 U .. I Economic 's mild I3tiMiic tis he scardi 1iI:t13) at the University of Florida and !'he 0.1licc cll I c'nrlonuic �rrt�t 1p, ra121lic Inc i trcil (1' 1 )R), a research arm of the Florida Legislature. BE /3 R is an applied research center in the Warrington College of Business Administration. The mission of 131;I31Z is to collect, analyze, and generate economic and demographic data on Florida and its local areas; to conduct research that will inform public policy and business decision making; and to distribute the data and research findings throughout the state and the nation. To see the research and analysis that 13 ! 13B offers, please visit It w w l,� l,rttir r 1: EDI? is a research arm of the Florida Legislature principally concerned with forecasting economic and social trends that affect policy making; revenues, and appropriations. E''DI? provides objective information to committee staffs and members of the legislature in support of the policy making process. 'lb see the research and analysis that FDI? offers, please visit 011 (1 c di ,5011 ,.11.tt.dw RES 0 UR CES O NI_ lN MyFloridall OLIO Florida's Bottom tine When "Big Bill" France first envisioned his plans for Daytona International Speedway in the late 1950's, he was really imagining an innovation Of speed and engineering that would fuel an industry for more than 50 years. "The World Center of Racing" is an economic engine that continues to drive billions of dollars in state tourism every year. That sank level of innovation is prevalent through DAY'I'ONA Rising, the $400 million reimaginingof the great American icon. From its initial design, architects from ROSSE'I "I'i were tasked to think beyond the traditional motorsports experience and create an environment that integrated technology elements throughout the structure to produce an engaging, welcoming, and immersive experience for guests. Basic comfort and convenience innovations such as wider seats, more leg room, 40 escalators, and 14 elevators easily addressed the greatest challenge of all - navigating the nearly mile -long, 140 -foot tall structure. But to address some of the more intricate goals like engagement, designers created large social areas called neighborhoods - each of them are the sire of a football field. 'These areas will not only provide comfortable areas for people to meet and socialize, they will feature restaurants, bars, shops - areas for fans to enhance their visit to the speedway should they choose. The neighborhoods will also feature dozens of digital screens (over 1,600 total throughout the stadium) showing all of the live on -track action and customized content available only at the speedway. Lastly, guests will be able to stay connected with each other on -site and their friends at honk through Wi -Fi access. There will be five main entrances, or injectors, to the new property. Each injector features a massive entrance statement that vertically spans the entire height of the stadium, welcoming fans to DAY'I'ONA from miles around. Toyota recently became the first Founding Partner of DAYTONA Rising and sponsor of one of these injectors. With over 20,000 square feet of engagement space within the injector, 'T'oyota's designers are working with ours to create new fan elements that will enhance the overall guest experience to levels never before seen in our sport. Speaking of sponsors, corporate entertaining will also undergo a massive transformation as part of DAY'I'ONA Rising. Many .foie Chitwood 111 serves as president of International Speedway Corporation's flagship motoisports facility -- the Daytona International Speedway (DIS). As president of DIS, Mr. Chitwood oversees all speedway activities including event entertainment, fan amenities, and ticket sales. Ile also sits on the board of trustees for the Motorsports [fall of Fame of America, serves on the boards of the Daytona Beach Chamber of Commerce and the Central Florida Partnership, and is a member of the advisory committee for the Sports Executive Leadership Conference. • • JOIE CHITWOOD, III corporate partners within the sport of NASCAR use the DAY'f'ONA 500 as the event to host their CIE) or senior executives to demonstrate the power of the sport and justify their investment in the sport. Therefore we are ensuring that experience lives up to the prestige of the "World Center of Racing" All corporate hospitality will transition away from temporary chalets to modern, permanent indoor facilities within the new stadium with hill amenities and available throughout and after the race. There will also be meeting space available during non -race days for corporate functions and other events. Technology is rapidly changing and with a project that spans 30 months, it's imprudent to install today's technology amenities when the facility doesn't open until 2016. Therefore, we are instead installing the infrastructure throughout the facility that will enable us to provide the latest and greatest amenities in two years. Some of this infrastructure includes wireless and broadband connectivity, digital signage and other IT architecture throughout the stadium. The end -user amenities will be finalized as we approach the much anticipated debut of DAY'I'ONA Rising in 2016, in time for the 58th DAY'I'ONA 500, but we'll have the network in place to support these amenities. We hope you can join us when we celebrate one of the sport and the state's most anticipated grand openings in 2016. Our fans, our community, our partners, and our employees are all looking forward to seeing how we harnessed the imagination that Bill used in the 1950's for the next half century. FOR MORE INFORNMRTih, VISIT: 'ARM ,DitYfONAINfEVIMIO l,ASQEEDWAY.CU 1 I Chief Financial Officer Vloridus Bottom line The EA SPORTS tagline "it's in the game" is synonymous with our world - renowned game titles. "It" represents authenticity and the connection to the real -world emotion of sports. "It" also represents the quality and innovation in our products, services, and experiences that our fans enjoy and expect. And I am proud to say that a lot of "it" stems from our talent in Florida. The EA 'Tiburon studio has been in Central Florida for 20 years and a part of EA since 1998. We are passionate about sports and work with a talented team of 800 technical innovators, artists, and storytellers who bring our blockbuster games to life. With the explosion of mobile devices and the emergence of new platforms, such as the Xbox One and PlayStation 4, EA SPORTS continues to look for ways to fulfill our mission to build the world's best digital playground with fun for anyone, anytime, anywhere. When new platforms debuted last fall, EA 'Tiburon was the only studio in the world that produced more than one game specially developed to run on the new systems at the time of their launch -- Madden NFL 25 and NBA LIVE 14. That's a tall order for any studio in the game development industry. While new platform challenges dictate the need for advanced solutions, a culture 1 Icre are some of the areas of advancement accomplished right here in Florida over the past year: • Connected Experiences - With always -on devices driving new connection possibilities, we've created new ways to connect the real world of sports to our games. With NBA LIVE 14, EA-Tiburon utilized its exclusive relationship with Synergy Sports (a sports analytics company) to incorporate updates from the NBA within an hour of real - world games. Player tendencies and performances augment the artificial intelligence and the game play then reflects how the real teams and individual players perform. Coupled with a hrst -of- its -kind LIVE Update system created by EA- Tiburon, the game is always kept relevant through regularly pushed updates (including commentary, soundtrack additions, player changes, etc.). • Live Services - Monitoring how people play allows us to respond with new offerings and services that engage our customers. Business analytics in a "big data" world is readily embraced at EA, and EA SPOR'T'S is leading the way in utilizing this emerging "hot job" in how we analyze incredible amounts of data to deliver new experiences that delight our customers. Madden NFL Ultimate 'I'eanm - a feature that allows our Madden NFL fans to build custom teams is experiencing record year - over -year growth as we developed analytic tools and services to better understand our customers and their preferences. Chief Fi /tauc((.(1 Officer Daryl Holt is vice president and group chief operating officer of EA-Tiburon and EA SPORTS Austin. He is based at the game label's studio in Orlando, Florida, where he drives planning and execution for EA SPORTS titles. DARYL HOLT focused on creating constant innovation is the key to success in our industry. Although we can't share the secrets behind all of our innovations, EA SPORT'S is always working 00 new ways to deliver great experiences. Thanks to Florida's focus on innovation, we have seen the number and caliber of local talent grow each year, which is wily we continue to partner with schools to educate the next generation of game professionals. This allows us to keep more of our talent in- state, creating high -wage jobs that contribute to our booming tech industry. • Likeness Scanning -The EA SPORTS Innovation Lab (co- located with the Florida Interactive Entertainment Academy graduate program at the University of Central Florida) led the way for the company in inventing portable scanning rigs to go on the road and capture real -world athlete head scans to increase the accuracy of in -game player likenesses. New research by the I.ab is attempting to bring likeness capture scanning to the home using a mobile device. EA-Tiburon foresees a world where you can scan your face and get in the game yourself. • Player Control - Great game play is at the center of EA SPORT'S and we are constantly looking for new ways to get our virtual players to mimic reality as closely as possible.'I'he Madden NFI, team in Orlando partnered with the FiFA team in Canada to create a new "step -based locomotion" system that constantly evaluates weight momentum and desired direction step by step on the field. This creates responsive player controls with four times the precision. • Procedural Art - Innovation that creates efficiency allows us to spend more time 00 quality and expand features. At EA SPOR'T'S we are creating new tools that gencrate art procedurally versus leaving an artist do every step by Band. For instance, a head scan can be placed in the pipeline and a player head is automatically generated that provides an artist with a great starting point (cutting production time in Half or better). ON, PLEASE viSif: WWW,E1SPORfS.(ON Florida's Ilottom Line When athletes and spectators come to stay and play in Florida, they know it's a given there will be sunshine and warm temperatures 12 months of the year And, as the sports world evolves into the 2Ist century, the Sunshine State has done its best to stay ahead of the curve in an industry that is now a $44 billion annual benefit to the state, attracting 13 million visitors and supporting over 430,000 jobs statewide. 'Fhe state of Florida can boast of many sports facilities attracting championship events from Pensacola to Key West. Recent feathers in Florida's cap include 42 NCAA Championship events awarded to the state between 2014 and 2018 and the 2017 College Football National Championship Gavle, which will be played in Tampa's Raymond James Stadium. 10 the last five years, several state -of- the -art venues have been constructed to attract international prominence to Florida for years to come. The IMG Academy, in Bradenton, provides world -class training opportunities for athletes on the professional level and those aspiring to reach the professional level. The 500 -acre campus features programs throughout the year in tennis, golf, basketball, baseball, soccer, lacrosse, football, and athletic & personal development. Since its beginning, the 1MG Acaderily has provided training athletes that have won MVP Awards, World and National Championships, 1leisnlan Trophies and Olympic Medals. Attracting athletes from all over the country for competition in over 60 sports is the ESPN Wide World of Sports Complex at Walt Disney World. Located on 230 acres, the state -of -the -art facilities hosts thousands of events for athletes of all ages and abilities. This grand sports setting is where classic athletic ideals sleet contemporary innovation. Each year in March, baseball fans flock to Florida for Major League Baseball Spring Training. In Fort Myers, Jet Blue Stadium provides the season starting point for the reigning World Champions, the Boston Red Sox, and its facilities incorporate some of the most innovate and advanced ideas in sports. Besides being lauded for its environmental sustainahility, the Complex provides state -of -the -art training facilities positioned on a single site, intended to be used year- round, and includes a again ballpark with a total capacity of approximately 11,000 fans, six practice fields, and other adjoining facilities to house both the Major and Minor League operations and a rehabilitation center Florida college and other professional sports teams are hanging championships banners in their state of the art facilities as well. I (:Itief Financial Officer John F. Webb serves as the President of the Florida Sports Foundation, the state's lead sports development and promotion office. As the liaison for Florida's sports industry, the Foundation oversees the state's 26 sports commissions, as well as industry conferences and major sports events, such as the Super Bowl and the NCAA Final Four The Foundation also directs the annual Sunshine State and Florida Senior State Championship Ganges. JOHN F. WEBB Surrounded by bodies of water, Florida is also known as a fishing and boating paradise. Fishing and boating shows can be found year round in various parts of the state to satisfy the newest equipment needs of the Millions of fishing enthusiasts in fresh and salt water and thousands of boats of all shapes and sizes. Also making a big splash are inland water -based facilities. With the opening of Sarasota's Nathan Benderson Park, in the summer of 2013, this world class rowing facility is designed to meet the highest standards of international rowing. It features 2,200 meter racing lanes and straight shorelines, coaching lanes, wave attenuation, a multi- function boathouse, and athlete training center, starting huts and finish towers. By looking at an upcoming events calendar with the NCAA Rowing Championships, U.S. Masters Rowing Championships and the 2017 World Rowing Championships, those standards have been met. Finally, who can forget the Horida Golf Industry? On over 1,100 courses statewide, golfers can choose from a variety of forgiving courses to ones as challenging as the professionals experience. While the casual golfer tries out the latest equipment at the PGA 'Merchandise Show, held every January in Orlando, the world's top golfers experience some of the best courses in the world when they play in one of the five PGA Tour stops held in Florida each year March through May. Along with the opportunity to compete in all 12 months of the year, it is no surprise that sports leaders from around the world have taken notice of the innovative thinking and ideas happening both on and off the field, further solidifying Honda's reputation of "Where The World Comes lb Play." FOR MO IPLO1 S1'O1U1S f ASPORI (.01 Florida's Bottom Lille LANDSHAIii Dear Fellow Floridians: CFO Atwater throws the fir ch at •Spring Training- game. In the 21st century, innovation serves as a catalyst for a diverse, prosperous and sustainable economy. For many years, Florida has pursued strategics to foster an environment that encourages growth and investment, allowing businesses to expand and strengthen our economy. 'today, Florida is recognized as a national leader in innovation. It is in this spirit that Florida's Bottom Line continues its three -part series on Innovative Florida, focusing on the people and industries forging our future, with the third edition highlighting the state's sports industry. With cutting -edge facilities, innovative technology development and ideal weather year- round, Florida is a global leader in sports. Each year, Florida is host to more than 1,800 professional sports events as well as thousands of other sporting games and tournaments statewide, including amateur and college sports, golf, fishing and hunting, boating and yachting, and motorsports. The innovation spurred by this, and the drive to create the world's leading sports systems, are responsible for the development of new tools and technologies that better connect us, improve our duality of life, and allow us to explore and experience sports in more exciting, enriching ways. Inside this edition of Florida's Bottom Line, you'll find expert commentary on the innovation and advancement happening- within the world of sports and right here in Florida. With a long history and wide variety of sports, as well as a strong presence of industry leaders, high- tech entrepreneurs and pioneering firms, Florida is truly home to a wealth of world-class innovation. It is the collective ingenuity and perseverance of the people of Florida that created the foundation for our Innovative Florida, and it will be the continued commitment and creativity of Floridians who will make our state a global leader for innovation and economic prosperity in the 21st century. 1 hope this issue of Florida's Bottom Line equips you with the resources to become a part of this mission. Sincerely, .Leff Atwater Chief Financial Officer State of Florida INSIDE STORIES Economy SEE PAGE 1 Florida Competes with Innovation SEE PAGE 2 Jobs SEE PAGE 3 Building the World's Digital Playground SEE PAGE 4 Housing SEE PAGE 5 Rcimagining the World of Racing SEE PAGE 6 State Et Nation SEE PAGE 1 t+'ast Facts SEE PAGE 8