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HomeMy WebLinkAboutDocumentation_Planning and Zoning_Tab 02_1/15/2026 Agenda Item #2. Planning and Zoning Board STAFF MEMO R Meeting: Planning and Zoning Board - Jan 15 2026 Staff Contact: Jay Hubsch Department: Community Development immr Planning and Zoning Board Sitting as Infrastructure Surtax Oversight Committee: Discussion of the 2025 Infrastructure Surtax Annual Expenditure Report The Village's Planning and Zoning Board holds an annual meeting as the Infrastructure Surtax Oversight Committee. The PZB sitting as the Committee is tasked with reviewing the Village's yearly surtax expenditures. In 2025, the Village received $631,990 in infrastructure surtax revenue, maintained $613,926 in reserve, and made $28,322 in interest income off the money being held in reserve. In 2025, the Village spent $46,386 on Tequesta Drive Bridge Improvements with surtax funds. The County's Infrastructure Sales Tax expired on December 31, 2025. When initially approved by voter referendum in 2016, the surtax was scheduled to end within 10 years or sooner if $2.7 billion was collected. The $2.7 billion mark was recently met, and 2025 was the last year the Village will have received funds for the program. The $613,926 that remains in reserve will be utilized in 2026 for Tequesta Drive Bridge Improvements. Further detail can be found in the attached report. 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 Page 13 of 142 Agenda Item #2. COMMENTS/EXPLANATION ON SELECTIONn/a Infrastructure Surtax Cover- 2025 Final Page 14 of 142 Agenda Item #2. ram- . Memorandum TO: Village Infrastructure Surtax Citizen Oversight Committee FROM: Jeff Snyder, CPA, Finance Director DATE: December 19, 2025 SUBJECT: Infrastructure Surtax Annual Report—Fiscal Year 2024-25 During the fiscal year ended September 30, 2025, The Village elected to use infrastructure surtax funds on the following qualified expenditures: Description of Expenditure Amount Tequesta Drive (Bridge Improvements)** $ 46,386 Totals $ 46,386 Please find below a summary of the revenue and expenditures to date as of September 30, 2025: Fiscal Year Past Years 2021 2022 2023 2024 2025 To Date Taxes Received $1,521,485 $473,106 $568,037 $603,101 $ 615,414 $ 631,990 $4,413,133 Investment Income 3,484 347 102 17,825 321496 28,322 82,576 Expenditures (1,006,719) (932,531) (59,112) (221,755) (1,213,790) (46,386) (3,480,293) Ba I a n ce, End of Year $ 518,250 $ 59,172 $568,199 $967,370 $ 401,490 $ 613,926 $1,015,416 **-Tequesta Drive Bridge Improvements are expected to be an additional $855,000 during FY 2025-26. 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 15 of 142