HomeMy WebLinkAboutDocumentation_Regular_Tab 04_1/11/2024 Agenda Item #4.
Regular Council
STAFF MEMO
Meeting: Regular Council - Jan 11 2024
Staff Contact: Jay Hubsch Department: Community Development
Consider Approval of the Annual Report of the Village Infrastructure Surtax Citizen Oversight
Committee
. -
The Village's Planning and Zoning Board holds an annual meeting as the Infrastructure Surtax Citizen
Oversight Committee. The Committee is tasked with reviewing the Village's yearly surtax
expenditures. At their December 19, 2023, meeting, the Planning and Zoning Board, sitting as the
Infrastructure Surtax Citizen Oversight Committee voted 5-0 to confirm that the Village's expenditures
of surtax funds in Fiscal Year 2023 was proper.
Further detail can be found in the attached reports.
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 • - •
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 SELECTIONn/a
ATTACHMENTS: AMMME
Teguesta Surtax Committee-2023 Report
Infrastructure Surtax Cover Letter- 2023
2023 Infrastructure Surtax Expenditures Presentation
Page 141 of 428
Agenda Item #4.
December 28,2023
Re:Annual Report of the Village Infrastructure Surtax Citizen Oversight Committee
Village Council,
The Village Infrastructure Surtax Citizen Oversight Committee conducted a public meeting on December
19,2023 to ensure that the Surtax proceeds received by the Vi#age of Tequesta were expended in a
manner consistent with Village Council direction, the Florida Statutes,the lnterlocal Agreement,County
Ordinance No 2016-032,and the ballot language approved by the voters.This annual report is prepared
pursuant to Village Resolution No 11-17, adopted February 9, 2017 to document the results of the
Committee's review of surtax expenditures.
As provided in advance of and during the public meeting by Jeff Snyder, Finance Director,the Surtax
proceeds received by the Village were spent as follows:
• Fiscal year ending September 30, 2023:revenues of$603,101 in infrastructure surtax funds
received by the Village;
• Fiscal year ending September 30,2023:expenditures of 5221,755 for Country Club Road and EY
Portal Road drainage improvements and transfer to Stormwater to support El Portal Stormwater
improvements.
The Village Infrastructure Surtax Citizen Oversight Committee has determined that there have been no
expenditures,which are inconsistent with the requirements of Section 212.055 E2}, Florida Statutes, the
ballot language approved by the voters,and the Village Council's approved Surtax proceeds
expenditures.
Respectfutly submitted-by,
Leslee Dasher, Chair
ViNage Infrastructure Surtax Citizen Oversight Committee
Page 142 of 428
Agenda Item #4.
Memorandum
TO: Village Infrastructure Surtax Citizen Oversight Committee
FROM: Jeff Snyder, CPA, Finance Director
DATE: December S, 2023
SUBJECT: Infrastructure Surtax Annual Report—Fiscal Year 2022-23
During the fiscal year ended September 30, 2023, The Village elected to use infrastructure surtax funds on the
following qualified expenditures:
Description of Expenditure Amount
Country Club Road & Drainage Improvements $ 97,375
El Portal Road & Drainage Improvements 13,350
Transfer to Stormwaterto support El Portal Stormwater Improvements 111,030
Totals $ 221,755
Please find below a summary of the revenue and expenditures to date as of September 30, 2023:
Fiscal Year Past Years 2019 2020 2021 2022 2023 To Date
Taxes Received $693,861 $422,754 $404,870 $473,106 $568,037 $603,101 $3,165,729
Investment Income - - 3,484 347 102 17,825 21,758
Expenditures (693,861) - (312,858) (932,531) (59,112) (221,7SS) (2,220,117)
Balance, End of Year $ - $422,754 $518,250 l$ 59,172 $568,199 $967,370 $ 967,370
If you have any questions, please do not hesitate to contact me at 561.768.0424.
cc: Jeremy Allen, Village Manager
Jay Hubsch, Community Development Director
Doug Chambers, Director of Public Works
Page 143 of 428
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