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HomeMy WebLinkAboutDocumentation_Regular_Tab 09_10/12/2023Agenda Item #9. Regular Council STAFF MEMO Meeting: Regular Council - Oct 12 2023 Staff Contact: Jeremy Allen, Village Manager Department: Manager TITLE Village Manager Standing Report SUMMARY: 1. The Financial Reports presented above are unadjusted and unaudited. The Village considers revenues available if collected within 60 days of the current fiscal period. This means that there are additional revenues and expenditures that have not been recorded to date and that will be recorded once year-end adjustments are completed. Additionally, during the year, revenues and expenses are recorded on a modified accrual basis (similar to a cash basis). This will result in significant differences between our beginning balances in the enterprise funds (water, refuse and recycling and stormwater) and the adjusted ending balances as these funds report on a full accrual basis. 2. Property Taxes collected at $9.5 million, which represents 101% of the budgeted amount. It is about $1.3million (15%) higher than for the same period of the prior fiscal year. Historically, 91% of ad valorem tax distribution receipted by the end of February. 3. Sales/use taxes (110%), which include local infrastructure surtax, insurance premium, utility, communication service and local business tax, are one/two month behind collection/reported period, with the exception of the Local Business Tax collected at 100%. Sales/use taxes are above budget target for eleven months collections mainly due to Insurance premium tax fire and police collected 16% higher than budgeted. 4. Intergovernmental revenues (116%) which include municipal revenue sharing, half-cent sales tax, and local gas tax are one month behind the collection/reported period. It is above budget target for eleven months collections due to the half-cent sales tax revenue increase by 25% collection/distribution and revenue municipal sharing increase by 33%. 5. Local discretionaryinfrastructuresurtax(106%) - collectedat $504thousand, which above target by 23% due to the increased State revenue collection/distributions. 6. Revenues (Budgetary comparison) recorded in the General fund represents 102% of budgeted. It is above target budget due to increase collections of State revenues noted above. Note: The Village will continue recognizing/recording revenues for FY 2023 collected within 60 days of the current fiscal period. 7. Overall Expenditures (Budgetary comparison) in the General Fund represents 82% of budgeted. Not all the expenditures recorded for the services provided up to 9/30/23 and personnel expenditures recorded as paid not when accrued. Note: The Village will be recognizing/recording expenditures for FY 2023 within 45 days of the current fiscal period. Page 132 of 384 Agenda Item #9. 8. Revenues and Expenditures (Prior year comparison) all funds data is not comparable due to FY 2022 balances adjusted/audited and FY2023 will be recording revenues for 60 days and expenditures for 45 days of the fiscal year end. This document and any attachments may be reproduced upon request in an alternative format by completing our Accessibility Feedback Form, sending an e-mail to the Village Clerk or calling 561-768- 0443. BUDGET INFORMATION: BUDGET AMOUNT N/A AMOUNT AVAILABLE N/A EXPENDITURE AMOUNT: N/A FUNDING SOURCES: N/A IS THIS A PIGGYBACK: Yes N/A DID YOU OBTAIN 3 QUOTES? Yes N/A COMMENTS/EXPLANATION ON SELECTION N/A ATTACHMENTS: Sep 2023 Grant Worksheet 1 September 2023 Managers Report.ADA (1) (1) Page 133 of 384 Agenda Item #9. Page 134 of 384 Agenda Item #9. Page 135 of 384 Agenda Item #9. Page 136 of 384 Agenda Item #9. Page 137 of 384 Agenda Item #9. Page 138 of 384 Agenda Item #9. Page 139 of 384 Agenda Item #9. Page 140 of 384 Agenda Item #9. Page 141 of 384 Agenda Item #9. VILLAGE OF TEQUESTA Cash & Investments Unadjusted Unaudited 9/30/2023 CashInvestmentsTotal General Fund #001$ 508,454$ 8,642,471 $ 9,150,925 Building Fund #101 729,631 291,121 1,020,753 Capital Improvement Fund #301 27,537 610,722 638,259 Capital Projects Fund #303 (40,771)* - (40,771) Water Utility #401 951,538 7,840,743 8,792,281 Refuse & Recycling #402 10,956 82,493 93,449 Stormwater #403 (41,180)* - (41,180) Special Law Enforcement #605 139,585 175,479 315,063 Total Cash and Investments$ 2,285,750$ 17,643,030 $ 19,928,779 *Interfund transfer pending Page 142 of 384 VILLAGE OF TEQUESTA Agenda Item #9. REVENUE REPORT - CASH BASIS, UNAUDITED YTD BALANCEYTD BALANCE DESCRIPTION9/30/20229/30/2023VARIANCE% VARIANCENOTES REVENUES Fund 001 - GENERAL FUND Increase in property value, ins.prem tax received earlier General Property Taxes8,260,9379,537,2001,276,26315.45% Sales & Use Taxes2,170,1962,176,1265,9300.27%More revenues to be recorded for the FY2023 Franchise fees - gross receipt530,165544,16814,0032.64%More revenues to be recorded for the FY2023 Licenses & Permits8,3508,7103604.31% Grants - Federal1,586,68549,047(1,537,638)-96.91%Differs from year to year, ARPA grant in FY 2022 Grants - State2,95464,22561,271100.00%Differs from year to year Intergovernmental Revenue1,062,1181,047,354(14,764)-1.39%More revenues to be recorded for the FY2023 Chgs for Services - Gen Gov477,422398,100(79,322)-16.61%Land development fees decrease Indirect Costs856,342863,0746,7320.79% Rents & Royalties231,443239,5188,0753.49% Contributions & Donations41,66518,811(22,854)-54.85%Fitness equipment donated to Police Miscellaneous Revenues6,93225,04018,108261.21%Litigation settlements, differs from year to year Chgs for Services - Public Safety1,155,4241,075,667(79,757)-6.90%EMS revenue recorded on cash basis for FY 2023 Fines & Forfeitures15,02311,992(3,031)-20.18%Code enforcement fees decrease Impact Fees9,6022,615(6,987)-72.77%Differs from year to year based on the projects Grants and Contributions - Local12,1028,675(3,427)-28.32%Differs from year to year Charges for Services - Recreation15,468121,558106,090685.87%Recreation fees increase due to open facility/programs Unrestricted Investment Earning51,163363,068311,905609.63%Active investing and rate increases Other Financing Sources97242,96341,9914320.06%Trade in fire equipment and sale of assets Total General Fund 16,494,96316,597,910102,9470.62% Fund 101 - BUILDING FUND Licenses & Permits751,8571,053,625301,76840.14%Varies year to year based upon activity/projects Charges for Services5,5461,909(3,637)-65.57%Admin fees from other gov - based on the projects/permits Miscellaneous Revenues560(56)-100.00% Unrestricted Investment Earning5,07527,28422,209437.65%Active investing and rate increases Total Building Fund 762,5341,082,818320,28542.00% Fund 301 - Capital Improvement Fund Transfers In806,2310(806,231)-100.00%Interfund transfers FY 2023 not recorded yet Unrestricted Investment Earning10225,72225,62025130.33%Active investing and rate increases Total Capital Improvement Fund 806,33325,722(780,611)-96.81% Fund 303 - Capital Projects Fund Unrestricted Investment Earning1,087851(235)-21.67% Total Capital Projects Fund:1,087851(235)-21.67% Fund 401 - Water Fund Miscellaneous Revenues36,84737,8811,0342.81% 5631,250688122.22% Fines & Forfeitures Unrestricted Investment Earning(6,242)225,871232,1133718.46%Active investing and rate increases Other Financing Sources115,267164,70949,44342.89%Capital connect fees Charges for Services6,579,5706,756,101176,5322.68%Fees and usage increase, September usage to be recorded Total Water Fund:6,726,0037,185,812459,8096.84% Fund 402 - Refuse & Recycling Intergovernmental Revenue4,2730(4,273)-100.00%SWA shared revenues distributions Unrestricted Investment Earning1602,8492,6881677.87%Active investing and rate increases FY 2023 13.5% rate increase due to inflation Charges for Services503,032569,38966,35613.19% Total Refuse & Recycling:507,466572,23764,77112.76% Fund 403 - Stormwater Utility Miscellaneous Revenues7,7530(7,753)-100.00%Differs from year to year Grants and Contributions - Local014,38514,385100.00%Differs from year to year Unrestricted Investment Earning681,4071,3391968.35%Active investing and rate increases Other Financing Sources07,3757,375100.00%Sale of assets Charges for Services490,267512,51722,2514.54% Transfers In188,5650(188,565)-100.00%Interfund transfers FY 2023 not recorded yet Total Stormwater Utility:686,653535,684(150,968)-21.99% Fund 605 - Special Law Enforcement Forfeitures94,055268,447174,392185.42%Differs from year to year Unrestricted Investment Earning7624,7603,998524.88%Active investing and rate increases Total Special Law Enforcement 94,816273,207178,390188.14% TOTAL REVENUES - ALL FUNDS 26,079,85526,274,242194,3870.75% NOTES are for differences grater than 10% and amounts over $1,000. Page 143 of 384 VILLAGE OF TEQUESTA Agenda Item #9. EXPENDITURE REPORT - CASH BASIS, UNAUDITED YTD BALANCEYTD BALANCE% DESCRIPTION9/30/20229/30/2023VARIANCEVARIANCENOTES EXPENDITURES Fund 001 - GENERAL FUND Council68,48053,074(15,406)-22.50%Computer system maint exp decrease Manager310,342318,0297,6872.48% Human Resources375,359384,2928,9332.38% Village Clerk333,203373,28940,08612.03%Increase in election expense and reg.salaries Finance693,755730,04636,2915.23%Reg.salaries due to staff turnover and increases Legal166,842158,011(8,830)-5.29%Differs from year to year based upon service needs Comprehensive Planning288,513257,433(31,080)-10.77%Other contractual svcs increase General Government235,775212,623(23,153)-9.82%Paradise park lease termination, other contr.svcs.&events IT437,879458,02320,1444.60% Police Department3,548,6313,498,326(50,305)-1.42% Code Compliance108,68267,077(41,605)-38.28%Reg., part time salaries and legal svcs decrease Fire Control4,203,1745,355,3021,152,12927.41%Fire truck purchase $1.1M, reg.salaries, pens.contrib-timing Public Works1,398,6221,467,94069,3184.96% Leisure Services820,5221,055,397234,87528.63%Reg & part time salaries, specl events, contr svcs increases Debt Service884,770591,251(293,519)-33.17%2002 Note was paid in full Interfund Transfers994,7960(994,796)-100.00%Interfund transfers FY 2023 not recorded yet Total General Fund 14,869,34614,980,114110,7680.74% Fund 101 - BUILDING FUND Building Department766,390867,443101,05213.19%Regulars salaries, ins, vehicles purchase (54K) Total Building Fund 766,390867,443101,05213.19% Fund 301 - Capital Improvement Fund Public Works247,01390,242(156,772)-63.47%Roads and sidewalks repair and maintenance Miscellaneous projects, M&E0209,833209,833100.00%Capital purchases - equipment, etc. Total Capital Improvement Fund:247,013300,07553,06221.48% Fund 303 - Capital Projects Fund Public Works255,000170,000(85,000)-33.33%Roads repair and maintenance Recreation Center2,159,8038,000(2,151,803)-99.63% Recreation Center proj substantially completed FY 22 Total Capital Projects Fund:2,414,803178,000(2,236,803)-92.63% Fund 401 - Water Fund Water-Administration1,337,0911,292,664(44,428)-3.32% Water - Production1,915,3671,943,65628,2891.48% Water-Distribution632,041701,93769,89511.06% Water-Customer Service273,605319,02145,41616.60%Health insurance, other misc charges, fees & charges Renewal & Replacement596,041688,55192,51015.52%Differs from year to year based upon projects Capital Improvements017,07317,073100.00%Differs from year to year based upon projects Debt Service116,584465,559348,975299.33%Note principal - FYE adjustment pending Other Nonoperating680,8390(680,839)-100.00%Depreciation expense and loss on disposal of CA Total Water Fund:5,551,5695,428,460(123,109)-2.22% Fund 402 - Refuse & Recycling FY 2023 13.5% rate increase due to inflation Refuse and Recycling529,107551,43122,3244.22% Total Refuse & Recycling:529,107551,43122,3244.22% Fund 403 - Stormwater Utility Storm Water Utilities346,836308,428(38,408)-11.07%Regulars salaries, ins, drainage maint Renewal & Replacement220,708244,49023,78310.78%Differs from year to year based upon projects, timing Other Nonoperating147,4600(147,460)-100.00%Depreciation expense Total Stormwater Utility:715,003552,918(162,085)-22.67% Fund 605 - Special Law Enforcement Police118,33588,081(30,254)-25.57%Differs from year to year based upon needs Total Special Law Enforcement:118,33588,081(30,254)-25.57% TOTAL EXPENDITURES - ALL FUNDS 25,211,56622,946,522(2,265,044)-8.98% NOTES are for differences grater than 10% and amounts over $1,000. Page 144 of 384 THE VILLAGE OF TEQUESTA Agenda Item #9. REVENUE REPORT - CASH BASIS, UNAUDITED 100.00% FY 2023FY 2023 ORIGINALAMENDEDTARGETYTD BALANCEDOLLAR PERCENT % BDGT DESCRIPTIONBUDGETBUDGETBUDGET9/30/2023VARIANCEVARIANCEUSEDNOTES Fund 001 - GENERAL FUND General Property Taxes9,401,6709,401,6709,401,6709,537,200135,5301.44%101.44 Historically, 91% receipted by the end of Feb State revs two more months to be recorded Sales & Use Taxes1,979,7601,979,7601,979,7602,176,126196,3669.92%109.92 Revenues one more month to be recorded Franchise fees - gross receipt484,710484,710484,710544,16859,45812.27%112.27 Licenses & Permits1,0001,0001,0008,7107,710771.00%871.00 Rental permits implemented in FY 23 Indirect Costs863,074863,074863,074863,07400.00%100.00 Grants Federal23,90023,90023,90049,04725,147105.22%205.22 Differ from year to year, timing of collection Grants - State51,00051,00051,00064,22513,22525.93%125.93 Differ from year to year, timing of collection State revs one/two more months to be recorded Intergovernmental Revenue903,855903,855903,8551,047,354143,49915.88%115.88 Grants and Contributions - Local12,00012,00012,0008,675(3,325)-27.71%72.29 Differ from year to year Chgs for Services - Gen Gov206,633206,633206,633398,100191,46792.66%192.66 Land development fees Chgs for Services - Public Safety1,329,7531,329,7531,329,7531,075,667(254,086)-19.11%80.89 EMS fees - cash basis Charges for Services - Recr.61,00061,00061,000121,55860,55899.28%199.28 Teq fest and rec programs revenue increase Fines & Forfeitures18,87718,87718,87711,992(6,885)-36.47%63.53 Code enf fees decreased due to employee resignation. Unrestricted Investment Earning110,488136,788136,788363,068226,280165.42%265.42 Active investing and rate increases Rents & Royalties264,262264,262264,262239,518(24,744)-9.36%90.64 Timing in revenue recording, cash basis Impact Fees6,9266,9266,9262,615(4,311)-62.25%37.75 Differ from year to year depending on projects/permits Contributions & Donations3,8503,8503,85018,81114,961388.61%488.61 Tequesta Fest and other events donations Miscellaneous Revenues13,69913,69913,69925,04011,34182.79%182.79 Litigation settlements Other Financing Sources21,79121,79121,79142,96321,17297.16%197.16 Trade in fire equipment, sale of assets Appropriate Fund Balance385,000490,5000 Total General Fund 16,143,24816,275,04815,784,54816,597,910813,3625.15%101.98 Fund 101 - BUILDING FUND Licenses & Permits604,115604,115604,1151,053,625449,51074.41%174.41 Varies year to year based upon activity/projects Chgs for Serv - Gen Gov0001,9091,909100.00%100.00 Varies year to year based upon activity/projects Unrestricted Investment Earning3,0003,0003,00027,28424,284809.47%909.47 Active investing and rate increases Appropriate Fund Balance238,445238,44500 Total Building Fund 845,560845,560607,115 1,082,818475,70378.35%128.06 Fund 301 - Capital Improvement Fund Unrestricted Investment Earn00025,72225,722100.00%100.00 Active investing and rate increases Transfers In707,686707,686707,6860(707,686)-100.00%0.00 FY 2023 not recorded, transfers recorded at year end Appropriate Fund Balance510,436621,4660 Total Capital Improvement Fund:1,218,1221,329,152707,68625,722(681,964)-96.37%1.94 Fund 303 - Capital Projects Fund Unrestricted Investment Earning000851851100.00%100.00 Transfers In294,895294,895294,8950(294,895)-100.00%0.00 FY 2023 not recorded, transfers recorded at year end Appropriate Fund Balance0 Total Capital Projects Fund:294,895294,895294,895851(294,044)-99.71%0.00 Fund 401 - Water Fund Charges for Services6,538,6116,643,5616,643,5616,756,101112,5401.69%101.69 September usage to be recorded Fines & Forfeitures0001,2501,250100.00%100.00 Unrestricted Investment Earn75,000110,750110,750225,871115,121103.95%203.95 Active investing and rate increases Miscellaneous Revenues39,95039,95039,95037,881(2,069)-5.18%94.82 Other Financing Sources (icl.loan)10,891,75810,891,75810,891,758164,709(10,727,049)-98.49%1.51 Loan proceeds, not received Appropriate Fund Balance382,342435,59200 Total Capital Projects Fund:17,927,66118,121,61117,686,0197,185,812(10,500,207)-59.37%39.65 Fund 402 - Refuse & Recycling Charges for Services572,366572,366572,366569,389(2,977)-0.52%99.48 Historically, 91% receipted by the end of Feb Unrestricted Investment Earn5005005002,8492,349469.70%569.70 Appropriate Fund Balance29,10629,1060 Total Refuse & Recycling:601,972601,972572,866572,237(629)-0.11%95.06 Fund 403 - Stormwater Utility Grants & Contributions95,00095,00095,00014,385(80,615)-84.86%15.14 Timing in revenue recording Charges for Services519,571519,571519,571512,517(7,054)-1.36%98.64 Historically, 91% receipted by the end of Feb Unrestricted Investment Earn1,5281,5281,5281,407(121)-7.93%92.07 Other Financing Sources 0007,3757,375100.00%100.00 Sale of assets Transfers In300,000516,530516,5300(516,530)-100.00%100.00 FY 2023 not recorded, transfers recorded at year end Appropriate Fund Balance000 Total Stormwater Utility:916,0991,132,6291,132,629535,684(596,945)-52.70%47.30 Fund 605 - Special Law Enforcement Forfeitures63,70063,70063,700268,447204,747321.42%421.42 Differ from year to year, timing of collection Unrestricted Investment Earn0004,7604,760100.00%0.00 Active investing and rate increases Appropriate Fund Balance36,00736,00736,0070.00 Total Special Law Enforcement 99,70799,70799,707273,207173,500174.01%0.00 TOTAL REVENUES - ALL FUNDS 38,047,26438,700,57436,885,46526,274,242(10,611,223)-28.77%67.89 NOTES are for differences grater than 10% and amounts over $1,000. Page 145 of 384 Agenda Item #9. THE VILLAGE OF TEQUESTA EXPENDITURE REPORT - CASH BASIS, UNAUDITED FY 2023FY 2023100.00% ORIGINALAMENDEDTARGETYTD BALANCEDOLLAR PERCENT % BDGT BUDGETBUDGETBUDGET9/30/2023VARIANCEVARIANCEUSED DESCRIPTION Fund 001 - General Fund Council80,83280,83280,83253,07427,75834.34%65.66(1), (2) Manager318,325318,325318,325318,0292960.09%99.91(1), (2) Human Resources409,148414,448414,448384,29230,1567.28%92.72(1), (2) Village Clerk415,815415,815415,815373,28942,52610.23%89.77(1), (2) Finance755,922755,922755,922730,04625,8763.42%96.58 Legal180,000180,000180,000158,01121,98912.22%87.78(1), (2) Comprehensive Planning229,540247,315247,315257,433(10,118)-4.09%104.09(1), (2) General Government232,565232,565232,565212,62319,9428.57%91.43(1), (2) IT480,271480,271480,271458,02322,2484.63%95.37(3) Police Department3,509,4393,556,3823,556,3823,498,32658,0561.63%98.37(1), (2) Code Compliance104,789104,789104,78967,07737,71235.99%64.01(1), (2) Fire Control4,531,0136,421,8026,421,8025,355,3021,066,50016.61%83.39(1), (2) Public Works1,602,3991,612,9561,612,9561,467,940145,0168.99%91.01(1), (2) Leisure Services1,074,6721,165,7061,165,7061,055,397110,3089.46%90.54(3) Debt Service591,400591,400591,400591,2511490.03%99.97(3) Interfund Transfers1,302,5811,408,0811,408,08101,408,081100.00%0.00(3) Allocate to Fund Balance*324,537324,537 Total General Fund 16,143,24818,311,14518,311,14514,980,1143,331,03118.19%81.81 Fund 101 - BUILDING FUND Building & Zoning845,560874,959874,959867,4437,5160.86%99.14(1), (2) Allocate to Fund Balance*00 Total Building Fund 845,560874,959874,959 867,443 7,516 0.86% Fund 301 - Capital Improvement Fund Public Works848,285848,285848,28590,242758,04489.36%10.64(2) Projects - Other369,837369,837369,837209,833160,00443.26%56.74(3) Interfund Transfers0111,030111,0300111,030100.00%0.00 Allocate to Fund Balance* Total Capital Improvement Fund:1,218,1221,329,1521,329,152300,0751,029,07777.42%22.58 Fund 303 - Capital Projects Fund Public Works170,000170,000170,000170,00000.00%100.00Projects beginning Leisure Services08,0008,0008,00000.00%0.00Awaiting parts Allocate to Fund Balance*124,895124,8950.00 Total Capital Projects Fund:294,895302,895302,895178,000124,89541.23%58.77 Fund 401 - Water Fund Water-Administration1,346,9971,474,6711,474,6711,292,664182,00712.34%87.66 Water - Production1,960,1842,014,9492,014,9491,943,65671,2933.54%96.46(1), (2) Water-Distribution777,045780,120780,120701,93778,18310.02%89.98(1), (2) Water-Customer Service278,405288,405288,405319,021(30,616)-10.62%110.62(1), (2) Renewal & Replacement2,216,0002,781,3452,781,345688,5512,092,79475.24%24.76(2) Capital Improvement10,855,00010,855,00010,855,00017,07310,837,92799.84%0.00(2) Debt Service494,030494,030494,030465,55928,4715.76%94.24 Other Nonoperating00000.00%0.00 Total Capital Projects Fund:17,927,66118,688,52018,688,5205,428,46013,260,06070.95%29.05 Fund 402 - Refuse & Recycling Refuse and Recycling601,972601,972601,972551,43150,5418.40%91.60(1), (2) Other Nonoperating000000.00%0.00 Total Refuse & Recycling:601,972601,972601,972551,43150,5418.40%91.60 Fund 403 - Stormwater Utility Storm Water Utilities427,518522,518522,518308,428214,09040.97%59.03(1), (2) Renewal & Replacement419,000667,877667,877244,490423,38763.39%36.61(2), (3) Allocate to Fund Balance*69,58169,58100 Total Stormwater Utility:916,0991,259,9761,259,976552,918707,05856.12%43.88 Fund 605 - Special Law Enforcement Police 99,707143,893143,89388,08155,81138.79%100.00(2) Total Special Law Enforcement 99,707143,893143,89388,08155,81138.79%100.00 TOTAL EXPENDITURES - ALL FUNDS 38,047,26441,512,51241,512,51222,946,52218,565,99044.72%55.28 Notes: * Not included in Target Budget calculation (1) Personal expenditures/expenses recorded as when paid not when accrued. Personnel paid 9/28/20/23 for the period ended 9/23/23. Due to timing of payroll dates 7 days of personnel expenditures not reflected in September 2023. (2) Not all operating expenditures/expenses recorded for the services of September 2023. Expenditures recorded on a cash basis and adjusted to accrual at year end. Page 146 of 384 (3) Timing in expenditures/expenses recording and/or recorded as one time entry at year end. Agenda Item #9. cost estimating for PS in processfunding approved by Governor for FY2 Project Building Hardening - Vulnerability Study underway - Cost estimating for VH in processsBuilding Hardening - Vulnerability Study underwayStop the Bleed and AEDs - submitted to PBC EMS for reimbursement - FUNDED 3/28//2023LUCAS 3 CHEST COMPRESSION SYSTEM- approved by TEQ - sent to PBC for processingSecurity Operations Platform, Content Delivery Network, Internal Asset Discovery, External Asset Discovery / Protection Grant Administration Brad Gomberg Asst. Chief McGrewJEA/ Marjorie CraigVulnerability AssessmentRMPK Funding Rememberance Park DevelopmentRMPK Funding Constitution ParkHoltz Engineering - assesment completeHoltz Engineering assessment completeHoltz Engiineering/PBC/LMSProjects submitted to Palm Beach County LMS /PPL for approval and rankingHoltz Engiineering/PBC/LMSProjects submitted to Palm Beach County LMS /PPL for approval and rankingLt. GiblinGiblin/JonesCMA/ Marjorie Craig$7485 total; 60% Village Carryover Expenditures ------- Revenues Carryover 116,502.15 53,512.00 66,500.00 20,000.00 - - - - - - - Y-T-D Expenditures Y-T-D Revenues $ $0$4,497.00$25,000.00 Grant AmountCity Match Date Grant Termination Total$985,466.62$314,500.00$87,575.00$159,467.85166,895.00 Date Grant Effective FY2023TBD$5,000#VALUE!#VALUE!FY2023TBD$5,000#VALUE!#VALUE! Grant Budget Worksheet Village of Tequesta PDBureau of Land Management 6/3/20206/2/2023$109,470.00$0.00$57,575.00$55,958.0051,895.00UtilitiesFlorida Department of Environmental Protection12/8/20223/31/2024$95,000.00$0.00$28,500.0095,000.00Rec reationFlorida Dept of Environmental Protection FY2023FY2025$200,000$200,000.00$0.00$0.00-RecreationFlorida Dept of Environmental Protection FY 2020FY 2023$50,000$0.00$0.00$30,000.0020,000.00Public WorksFEMA -PBC LMSPublic WorksFEMA -PBC LMSPublic WorksPBC Local Mitigation Strategy CommitteeFY2024NA$3,797,775.00TBD$9,960.00Public WorksPBC Local Mitigation Strategy CommitteeFY2024NA$507,400.00T BDIncluded ^FirePalm Beach County Emergency Medical ServicesFY 2022FY2022$8,675.00$0.00$8,675.00$8,675.00$0.00$0.00FirePalm Beach County Emergency Medical ServicesFY2023FY2023$19,266.95$0.00$0.00Util itiesLoxahatchee River Preservation InitiativeFY24TBD$315,000.0094,500.00ITFlorida Department of Management Services6/30/20237/31/2023$80,000.00$0.00$0$0.00-Staff have identified and intend to apply as grant period opensAwardedIn progressFundedRejectedCOMPLETED Grant NameDepartmentGrantor (SW VA Assessment JEA app 9/22) (Joint project w/ Town of Jupiter; remaining 50% funding, 40% TOJ, 60% VOT) Page 147 of 384 PD - BLM GrantResilient Florida Grant Program Remembrance Park Constitution Park Building Resilient Infrastucture &.Communities Program (Village Hall)Building Resilient Infrastucture &.Communities Program (Public Safety)Local Mitigation Strategy Village Hall and Public Safety Building HardeningLocal Mitigation Strategy Tequesta Bridge ImprovementsPBC EMS GrantPBC EMS GrantLRPI Grant Cyber Security GrantDepartment Number:201Submitted by:Department Head Agenda Item #9. 8 50455063121312212253213111 327887624402789188115203228210 281 1368112740121231 Totals 2020/20212020/20212020/2021 3 114248481313272160262726 306671648174159944291122254257185 348 116813424252 1263 4334 495511102721233265867517 294823507266233281166122 232 1314102332121185 Month2022/20232021/2022Month2022/20232021/2022Month2022/20232021/2022 171101131194029421 2358515951102715 14 271115 CurrentCurrent Current Reports Department Department 2023 Days Building Meetings 30 Hearing Requests parking Enforcement Residents for Permits DBPR Permits Issued Within Code Inspections With Reviews749 Permits Reviews Meetings September Compliance Meetings/Training Information BOATC/ accumulation RemodelPlan ofOpenedClosedClearedScheduled RemodelPlan Meeting Meeting Violation Rentals Counter Meetings and Issued Council of Requests BOAF ASFPM RV/camper/trailer Permits EnforcementCasesCasesCasesCases Inspections the Residential PERMITS Page 148 of 384 Office Vacation InPermitsNewResidentialCommercialTradeFIREResidentialCommercialTotalCertificatesOverElectronicComplaintsRecordPermit/CodeRegularWorkshopFFMABCAIBCodeNoticesRubbishIllegalCodeCodeCodeCodeMagistrate Agenda Item #9. 2021/2022 157 2020/20212020/2021 245 153 TotalsTotalsTotalsTotals 7563848741151441023948012364966761027213227301752257282706212202138 0330001,2149189198148164961475257080037 891,0709509039411112710696109 149312713801825 6898,2776,0816,2526,6556728,9976,7436,2176,5457558,3287,3426,8727,205 Month2022/20232019/2020Month2022/20232019/2020 15 CurrentCurrent Rescue17173859793 Rescue Fire Fire Pelican Club/ County Office County Martin Country Tequesta and County/Martin Development Beach Fire County Highway/ Violations Park Beach Calls US Commercial) Beach Estates/Tequesta Street/250 and Palm Duties Community Extensions Ins Regarding Palm Drive/236 Conference Family Time Owners Applications GivenReceived andReserve/Key Data Requests Meetings Residents Single Order AidAid Operations18121512 Tequesta Center/Remembrance Administrative Data WithProjects (New Maintenance Calls/Emails/Walk RecordsMeetings Projects Development FireEMSSpecialOtherMutualMutualCOVID Response Meeting Fighter Page 149 of 384 MeetingLandBoard/CouncilOngoingDevelopmentPublicMajorAnnexation2GHOSquare/209Bldg./Seaglass/Savoy/MainCommunityResidents/BusinessDRCPermitsPhoneStationTrainingFireCOVID UnitInspection Agenda Item #9. 108%100%/120.78% / 2020/2021 109%100% / TotalsTotalsTotalsTotals Goal/Actual% 2021/20222020/2021 /105.87%100% YTD 100% 2242833244511065444011432933693451712434216792124171112816111201311241721261556014181938232444154492437129312711413131545214128 1456894364265354343373503662783119325881 15902178610940544498433438 158500558881712835912,76116,084 Month2022/2023Month2022/20232019/2020 138,615.00 Budget CurrentCurrent $ etc) Management 9/30/2023Actual Business Risk of & IT As Claims Resources Overtime Hours58651532429517Evaluations Claims Data Occupation/HomeAdjustments Cancer & updates Assessments Human Verifications Events IndividualGroup and &(Grievances/Arbitrations/Negotiations SystemLiability Function Terms Hires Received Claims/FF Fire ToursConducted ChgsHandbook Budget Truck/Tents Headcount ConstructionBusiness/New Ins Requests Authorizations Inspections Meetings Relations and Requests Relations Comp PositionsProperty, Page 150 of 384 NewAnnualNewReFood Information CommunityStationWalk BenefitRecognitionRecognition Public OvertimeOpenApplicationsInterviewsOnboardingsOffboardingsPayrollEEEEEETrainingFMLAWorkLaborPolicyRecordsHRNewsletterSafetyAuto, Agenda Item #9. 2020/2021 2407642001397404174 50002500 TotalsTotals 1174 700565 22445100283621851920 13551 000069030260500200017503350105000700800055015020050 694841028 117170165180105645200262042007650100100 Month2022/20232019/2020 159111815071434 Current Rentals Center Park/Recreation /Constitution Recreation Dance and Park Parks Daughter Rentals Tequesta Class Program Center Rental Project Meeting Rec DaddyPE for Implementation Rec Pavilion The Home At SchoolSchoolAssociation PickleballPavilion Configuration Football Softball Rentals ParkEvent Lacrosse Programs Product Relocation Out Baseball Flag Tickets ParkParkCicicTracePines Oaks Game Camp Senior Classes System Room BasketballPickleballShepardShepard Classes Grant Night AvailiAvali Clans Page 151 of 384 Maniax Chi Podium Helpdesk Projects PhoneFLDSCC Recreation TaiYogaSummerOpenVanKidsGameOPenTequestaGymnastics Facility/Field ConstitutionTequestaGoodGoodBackpackingLaxCreatorsRobRobJupiterRiversideTCCCATequestaTequest aTequesta Agenda Item #9. 2020/2021 1700056006000 TotalsTotals 001500180004000180050030040003,4005600390003,0000010006000012000800150040001500065060000400800400001250 1,50012,000 month2022/20232019/2020 2806255 Current Usage Department Court Police Camp Park Soccer Gym Calls63325,772687412504 Tequesta Division Park Pickleball/Tennis Room HOA Event Park Service2235,23139312327 Gap Filed93628264268Investigated4180313110 Event Event The Pies Soccer Celebration Initiated Tournment ParkFest Stops2164,21724632032 Run The Adult In for Town Events Rescue19406553148 The Hop In Division The Ride Day PackingTruck Summer/WinterBasketball Availi4 Chiefs Page 152 of 384 Festival OfficerCallsFireReportsArrestCrashesTrafficCitations66931469373 GeorgeRobJTAAElectionJTAAFireShreddingTequestaFood Special FoodTequestaHolidaySantaBridgeMoviePickleballRunFreedomBunnyFallEarth CommunicationPatrol Agenda Item #9. 2021 209838481976361866662166 396167102628840102124117205191 4544 2021/2022 Goal/Actual% 20222021 145436353297189061172547 396205601757840103110122217152 4421 2020/2021 20232022 0 93453223727980578091223269 429122313280990115161177 4238 TotalsTotalsTotals Goal/Actual% 96.15%/75.27%100%/75.27% Month2022/2023 Budget 080326745942574 331510106014 12 432 120,880.00 OCTTotalsTotalsTotals September2023 Actual Current $ month per Office month Works per Clerk's frequency Public week times Trees 4 Village Serviced per and GrindingIems times maintenanceRepaired or Mowed 2 yards Vehicles HedgesPalms MaintenanceSold in Request40987480552 and or lights Areas Services Replaced Outages Debris equipment andTrimmedTrimmedFertilized up Repairs Records JunkedCalls Positions0142Maintained Hung Generator Planted SignsLight Set Orders Repairs Maintenance Locates Page 153 of 384 Pots Warnings1182,144606937OpenResignations1333Public AdministrationOvertime OperationsPropertiesPropertiesPropertiesFlowersPropertiesLandscapeSidewalkStreetRoadPetVegatationBannersIndoor/OutdoorStreetWorkStandbyFleetSurplus811EngineeringResidentEventPr ojects Agenda Item #9. 61108 14 655480 433N/A387N/A 5367*4864 1515N/A6597N/A7535N/A 47721N/A 22844N/A 151305294545 227744 6610 35526125526167901102017341734541015183751N/A 10110473239285339 36031156332381917972231341713515062159957208 277/$29133402/$38,270334/$39,222 6665104418 1424116773 2445 10 6.75 600625891936210028500 14,912178,546 a comm3174754 meeting, engagement shared, shared, no shade responses)440 liked, liked, Hours post meetings) notices, taken story)308626650 taken: Visits spec or Meeting include was Visits was meeting viewed/appeared notpost action 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Village's proofing, n election software) JIC and and thememo social supplies as allAssisted design, post Inspectio breaks)014* to usage breaks)0733*54* (agenda & to Assisted Submited office : proclamations, :Council line welcome Serves line setup/breakdown. : posts graphic records. for order website of Mowing iCompass w/water on continued w/water report meeting provided Pond ELECTIONS articles, recaps, and Service Declarations, storage Recreation and PARTNERSHIPS WEBMASTER monthly Distribution Day combined and (website), and combined Outfalls, in employees release meeting (gathering Meetings: employees), Director breaks forms Customer Parks & meeting. breaks Water meeting.all press after a CivicPlus line op line for dashboard for Catchbasins, for one International Co posted Events this Maintenance)12372 publicaiton departmental service Created PIO service disposition Service : Development Cross does Officer FY22 Department support, other FY22 Department chambers Signals Orders0247242 Processed & MISC & Stormwater: Hosted records departments (Preventive and Office Customer FY21 supplements. MEDIA:Work to / phone FY21 Smoke council Out877164 Utilities Community (* staff Utilities Meter)/ (* Inspected16177 OFFICER: Requests562(not for Book Information (Clerk's Billing Back admin Related new using Processed SOCIAL (NonSites verifications Breaks assists BreaksMaintenance assistance for Call staff Code (Days) Utility Public with mail, site Performed Line * and Exercised Line InspectionsReaderSet/Changed for & Orders Out Adjustment Page 156 of 384 Maintenance Preparations Clerk candidates.Provided MEETINGS/TRAINING:Districttrains INFORMATION officialcardssoftwarecouncilemployees.Updated*WaterServiceLineEquipmentMeterMeterWorkConstructionEmployeeValvesMeterLocatesStaff Leak Agenda Item #9. 20** MG Yr MGDMGD Calendar 21** MG944.23 Yr MGD2.97MGD2.59 permitted Calendar YTD maximum aquifer 22** Our MGD2.61inches Yr Floridan year. upper YTDCalendar calendar the 23** the Yr from on MG Calendar based 1251 and Month permitted 9.987.8678.03 3.0453.713.5772.672.5792.752.64 areaquifer 77.355750.822963.767954.38 we Current Surficial year; the agenda from calendar a MG is Council 401 which of Village (MGD)) year" on day quantity per Production "water a report on gallons permitted Water based total a (million (MG)) are Department with Rate (MGD) (WUP) gallons MGD Department Utilities 6.3 Demand Demand permits is (million use Utilities Total monthly Production Production water production see Day Rainfall Daily daily Production SFWMD Page 157 of 384 **annual Projects: WaterMaximumAverageMonthly