HomeMy WebLinkAboutDocumentation_Regular_Tab 10_5/14/2026 Agenda Item #100
Regular Council
STAFF MEMO
A-1
Meeting: Regular Council - May 14 2026
Staff Contact: Jeremy Allen, Village Manager Department: Manager
Manager's Monthly Report
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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 $13.5 million, which represents 99% of the budgeted amount.
Historically, 91% of ad valorem tax distribution is receipted by the end of February.
3. Sales/use taxes (47%), which include local infrastructure surtax, insurance premium, utility,
communication service and local business tax, are one/two months behind collection/reported
period, except for the Local Business Tax that are due October 1st and collected at 97%.
Insurance premium tax ($435 thousand) to be collected at the year-end as one distribution.
Sales/use taxes are on target for six months' collections, with local infrastructure surtax
phased out.
4. Intergovernmental revenues (48%), which include municipal revenue sharing, half-cent sales
tax, and local gas tax are one month behind the collection/reported period and are on a target
for six months' collections.
5. Revenues (Budgetary comparison) recorded in the General fund represent 84% of the
budgeted due to the distribution nature of Ad valorem taxes collected at 99%, representing
79% of overall General fund revenues at 4/30/2026.
6. Overall Expenditures (Budgetary comparison) in the General Fund represent 58% of
budgeted and are on target for six months' spending. Not all the expenditures recorded for the
services provided up to 4/30/26 and personnel expenditures recorded as paid not when
accrued.
7. Revenues (Prior year comparison) all funds increased by $1.9 million (7%) mainly due to ad
valorem taxes increase, utility charges for services and legal settlement offset by the land
development and building permit fees collected lower in FY 2026 than same period of prior
year.
Page 158 of 409
Agenda Item #10.
8. Expenditures (Prior year comparison) all funds — increased by $3.8 million (21%) mainly
due to water and stormwater capital projects.
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 NA AMOUNT AVAILABLE NA EXPENDITURE AMOUNT: NA
FUNDING SOURCES: NA IS THIS A PIGGYBACK:
❑ Yes ❑ N/A
DID YOU OBTAIN 3 QUOTES?
❑ Yes ❑ N/A
COMMENTS/EXPLANATION ON SELECTIONNA
XTTACHMENTS:
Apr 2026
April 2026 Managers Report.ADA - (1)
2April 2026 Grant Budget Worksheet.ADA
Page 159 of 409
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DB: Tequesta
Fund 001 GENERAL FUND
GL Number Description Balance
*** Assets ***
Cash and Cash Equivalents 3,265,012.02
Investments 11,90 6,612.72
Accounts Receivable 1,012,322.73
Due from Other Funds 0.00
Accrued Income Receivable 2,305.71
Inventories 51F733.31
Prepaids 74,987.03
Other Assets - Current 0.00
Other Fixed Assets 0.00
Total Assets 16,312,973.52
*** Liabilities ***
Accounts Payable 232,175.29
Accrued liabilities (31,187.24)
Retainage Payable 0.00
Due to Other Funds 0.00
Due to Other Governments 881.39
Deferred Revenue 835,469.39
Other Current Liabilities 0.00
Customer Deposits 0.00
Noncurrent liabilities 0.00
Total Liabilities lf037r338.83
*** Fund Balance ***
F/B - Reserved for Inventories 0.00
F/B - Res for Encumbrance 0.00
F/B - All Other Reserves 0.00
F/B - Unreserved - Designated 0.00
F/B - Unreserved/Undesignated 0.00
Fund Balance - Nonspendable 928,699.10
Fund Balance - Restricted 307,000.00
Fund Balance - Committed 500,000.00
Fund Balance - Assigned 102,997.00
Fund Balance - Unassigned 8,268,329.18
Total Fund Balance 10,107,025.28
Beginning Fund Balance 10,107,025.28
Net of Revenues VS Expenditures 5 J68,609.41
Ending Fund Balance 15,275,634.69
Total Liabilities And Fund Balance 16,312,973.52
Page 160 of 409
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Fund 101 BUILDING FUND
GL Number Description Balance
*** Assets ***
Cash and Cash Equivalents 166,882.67
Investments 1,035,054.24
Accounts Receivable 13.68
Inventories 1,444.97
Prepaids I r 5 0 6.0 6
Total Assets 1,204,901.62
*** Liabilities ***
Accounts Payable 10,241.67
Accrued liabilities 0.00
Due to Other Governments 4,011.89
Total Liabilities 14,253.56
*** Fund Balance ***
F/B - Unreserved/Undesignated 0.00
Fund Balance - Nonspendable 22,829.62
Fund Balance - Restricted lr044r495.97
Fund Balance - Assigned 16,942.21
Fund Balance - Unassigned 0.00
Total Fund Balance lf084r267.80
Beginning Fund Balance lf084r267.80
Net of Revenues VS Expenditures 106,380.26
Ending Fund Balance lfl90r648.06
Total Liabilities And Fund Balance 1,204,901.62
Page 161 of 409
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Fund 301 CAPITAL IMPROVEMENT FUND
GL Number Description Balance
*** Assets ***
Cash and Cash Equivalents 301,521.93
Investments 1,706,294.24
Accounts Receivable 18,683.25
Due from Other Funds 0.00
Prepaids 0.00
Total Assets 2,026,499.42
*** Liabilities ***
Accounts Payable 160.95
Accrued liabilities 0.00
Retainage Payable 0.00
Due to Other Funds 0.00
Total Liabilities 160.95
*** Fund Balance ***
F/B - Res for Encumbrance 0.00
F/B - All Other Reserves 0.00
F/B - Unreserved - Designated 0.00
F/B - Unreserved/Undesignated 0.00
Fund Balance - Nonspendable 0.00
Fund Balance - Restricted 1,015,416.00
Fund Balance - Committed 670r365.00
Fund Balance - Assigned 74,441.00
Fund Balance - Unassigned 0.28
Total Fund Balance 1,760,222.28
Beginning Fund Balance 1,760,222.28
Net of Revenues VS Expenditures 266,116.19
Ending Fund Balance 2,026,338.47
Total Liabilities And Fund Balance 2,026,499.42
Page 162 of 409
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Fund 303 CAPITAL PROJECTS FUND
GL Number Description Balance
*** Assets ***
Cash and Cash Equivalents 342,309.87
Investments 893,054.57
Accounts Receivable 0.00
Due from Other Funds 0.00
Prepaids 0.00
Total Assets 1,235,364.44
*** Liabilities ***
Accounts Payable 4,977.00
Accrued liabilities 0.00
Retainage Payable 15,063.89
Due to Other Funds 0.00
Total Liabilities 20F040.89
*** Fund Balance ***
F/B - Res for Encumbrance 0.00
F/B - Unreserved/Undesignated 0.00
Fund Balance - Nonspendable 0.00
Fund Balance - Assigned 460F885.85
Fund Balance - Unassigned 0.00
Total Fund Balance 460,885.85
Beginning Fund Balance 460F885.85
Net of Revenues VS Expenditures 754,437.70
Ending Fund Balance 1,215,323.55
Total Liabilities And Fund Balance 1,235,364.44
Page 163 of 409
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DB: Tequesta
Fund 401 WATER FUND
GL Number Description Balance
*** Assets ***
Current Assets 0.00
Cash and Cash Equivalents 2,940,948.87
Investments 10,919,744.73
Accounts Receivable 626,942.46
Special Assess -Current 0.00
Special Assess - noncurrent 0.00
Due from Other Funds 0.00
Accrued Income Receivable 0.00
Inventories 431,387.80
Prepaids 21,207.63
Other Assets - Current 0.00
Land 83,335.00
Other Assets - Non Current 197,982.00
INFRASTRUCTURE 12,968,812.21
Buildings 163,758.79
Improvements Other Than Bldgs. 15,267.20
Machinery & Equipment 285,386.20
Construction in Progress 4,037,436.55
Intangible Assets 0.00
Other Fixed Assets 0.00
Deferred Outflows 269,392.23
FIXED ASSETS 0.00
Total Assets 32,878,266.67
*** Liabilities ***
Accounts Payable 303,763.87
Accrued liabilities 0.00
Retainage Payable 28,023.46
Due to Other Funds 0.00
Due to Other Governments 303.98
Deferred Revenue 0.00
Current Portion of Debt 488,747.80
Other Current Liabilities 0.00
Customer Deposits 46,290.00
Noncurrent liabilities 2,468,308.24
Other Long Term Liabilities 362,489.46
Def Inflows of Resources 184,289.14
Total Liabilities 3,882,215.95
*** Fund Balance ***
F/B - Res for Encumbrance 0.00
F/B - All Other Reserves 0.00
F/B - Unreserved - Designated 0.00
F/B - Unreserved/Undesignated 0.00
N.A., Inv in Cap, net of debt 14,261,836.00
Net Assets, Restricted 0.00
Fund Balance - Restricted 483,747.80
Fund Balance - Committed 500,000.00
Fund Balance - Unassigned 14,941,195.37
Total Fund Balance 30,186,779.17
Beginning Fund Balance 30,186,779.17
Net of Revenues VS Expenditures (1,190,728.45)
Ending Fund Balance 28,996,050.72
Total Liabilities And Fund Balance 32,878,266.67
Page 164 of 409
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Fund 402 REFUSE & RECYCLING
GL Number Description Balance
*** Assets ***
Cash and Cash Equivalents 189,081.32
Investments 274,897.37
Accounts Receivable 0.00
Other Assets - Current 0.00
Total Assets 463,978.69
*** Liabilities ***
Accounts Payable 64,438.58
Due to Other Funds 0.00
Total Liabilities 64,438.58
*** Fund Balance ***
F/B - Unreserved/Undesignated 0.00
Fund Balance - Unassigned 29,675.60
Total Fund Balance 29,675.60
Beginning Fund Balance 29,675.60
Net of Revenues VS Expenditures 369,864.51
Ending Fund Balance 399,540.11
Total Liabilities And Fund Balance 463,978.69
Page 165 of 409
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Fund 403 STORMWATER UTILITY
GL Number Description Balance
*** Assets ***
Cash and Cash Equivalents 275,397.27
Investments 480,613.40
Accounts Receivable 2,656.92
Due from Other Funds 0.00
Inventories 1,637.59
Prepaids 0.00
Other Assets - Current 0.00
Other Assets - Non Current 9,129.00
INFRASTRUCTURE 2,295,534.36
Buildings 0.00
Improvements Other Than Bldgs. 0.00
Machinery & Equipment (0.01)
Construction in Progress 0.00
Deferred Outflows 17,052.38
Total Assets 3,082,020.91
*** Liabilities ***
Accounts Payable 3,291.30
Accrued liabilities 0.00
Retainage Payable 0.00
Due to Other Funds 0.00
Due to Other Governments 0.00
Current Portion of Debt 0.00
Other Long Term Liabilities 22,850.21
Def Inflows of Resources 14,673.58
Total Liabilities 40F815.09
*** Fund Balance ***
F/B - Res for Encumbrance 0.00
F/B - Unreserved - Designated 0.00
F/B - Unreserved/Undesignated 0.00
N.A., Inv in Cap, net of debt 2,254,472.00
Fund Balance - Unassigned 386,349.98
Total Fund Balance 2,640,821.98
Beginning Fund Balance 2,640,821.98
Net of Revenues VS Expenditures 400,383.84
Ending Fund Balance 3,041,205.82
Total Liabilities And Fund Balance 3,082,020.91
Page 166 of 409
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Fund 501 VEHICLE REPLACEMENT
GL Number Description Balance
*** Assets ***
Cash and Cash Equivalents 292,966.76
Investments 955,794.80
Accounts Receivable 0.00
Machinery & Equipment 318,052.06
Total Assets 1,566,813.62
*** Liabilities ***
Accounts Payable 36,231.43
Total Liabilities 36,231.43
*** Fund Balance ***
N.A., Inv in Cap, net of debt 0.00
Fund Balance - Assigned 0.00
Fund Balance - Unassigned 1,530,447.10
Total Fund Balance lf530F447.10
Beginning Fund Balance lr530F447.10
Net of Revenues VS Expenditures 135.09
Ending Fund Balance lf530F582.19
Total Liabilities And Fund Balance 1,566,813.62
Page 167 of 409
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Fund 605 SPECIAL LAW ENFORCEMENT
GL Number Description Balance
*** Assets ***
Cash and Cash Equivalents 261,207.77
Investments 140,856.28
Accounts Receivable 0.00
Inventories 0.00
Prepaids 0.00
Total Assets 402,064.05
*** Liabilities ***
Accounts Payable 1F089.00
Accrued liabilities 0.00
Due to Other Funds 0.00
Total Liabilities 1,089.00
*** Fund Balance ***
Fund Balance - Nonspendable 0.00
Fund Balance - Restricted 278,553.52
Fund Balance - Assigned 62,839.00
Fund Balance - Unassigned 0.00
Total Fund Balance 341,392.52
Beginning Fund Balance 341,392.52
Net of Revenues VS Expenditures 59,582.53
Ending Fund Balance 400,975.05
Total Liabilities And Fund Balance 402,064.05
Page 168 of 409
Agenda Item #10.
VILLAGE OF TEQUESTA
Cash & Investments Unadjusted Unaudited
4/30/2026
Cash and cash
equivalents Investments Total
General Fund#001 $ 352651012 $ 1119065613 $ 1511715625
Building Fund#101 1665883 11035M54 15201,937
Capital Improvement Fund#301 301,522 1,706,294 207,816
Capital Projects Fund#303 342,310 893M55 L235,364
Water Utility#401 2,9401949 10,919,745 1318601694
Refuse &Recycling#402 1891081 2745897 463,979
Stormwater#403 2751397 4801613 756M11
Vehicle Replacement#501 2921967 955,795 11248,762
Special Law Enforcement#605 2611208 1401856 4021064
Total Cash and Investments $ 810359328 $ 2893129922 $ 369348,251
*Interfund transfer pending
Page 169 of 409
VILLAGE OF TEQUESTA
Agenda Item #10. REVENUE REPORT-CASH BASIS,UNAUDITED
YTD BALANCE YTD BALANCE
DESCRIPTION 4/30/2025 4/30/2026 VARIANCE %VARIANCE NOTES
REVENUES
Fund 001-GENERAL FUND
General Property Taxes 12,271,576 13,532,890 1,261,314 10.28%
Sales&Use Taxes 610,390 635,889 25,499 4.18%
Franchise fees-gross receipt 276,530 298,118 21,588 7.81%
Licenses&Permits 4,500 3,070 (1,430) -31.78% Rental and misc permits
Grants-Federal 21069 0 (2,069) -100.00% Differs from year to year
Grants-State 211395 611451 401056 187.22% Differs from year to year,multiple grants
Intergovernmental Revenue 533,505 5261400 (7,105) -1.33%
Chgs for Services-Gen Gov 5331049 871910 (445,139) -83.51% Land development fees based on the projects
Indirect Costs 5311112 6231121 921009 17.32% Based upon increase construction projects.
Rents&Royalties 1851496 1781468 (7,028) -3.79%
Contributions&Donations 13,724 8,053 (5,672) -41.33% Differs from year to year
Miscellaneous Revenues 491802 201497 (29,306) -58.84% Ins reimb final audit not received in FY 2026
Chgs for Services-Public Safety 8631006 8181610 (44,397) -5.14%
Fines&Forfeitures 291848 111859 (17,990) -60.27%Code enforcement fines&fees
Impact Fees 21127 21977 851 40.00% Differs from year to year based on the projects
Charges for Services-Recreation 1271893 1141498 (13,395) -10.47% Recreation program fees&special events
Unrestricted Investment Earning 2521466 2171611 (34,855) -13.81%One month behind
Other Financing Sources 351231 21034 (33,197) -94.23% Disposition of assets,differs from year to year
Total General Fund 161343,719 1711431454 799,735 4.89%
Fund 101-BUILDING FUND
Licenses&Permits 9981162 7371638 (260,524) -26.10%Varies year to year based upon activity/projects
Charges for Services 31018 141516 111497 380.90%Site plan review fee implemented FY 2026
Miscellaneous Revenues 213 0 (213) -99.99% Differs from year to year
Unrestricted Investment Earning 221761 231552 792 3.48%
Total Building Fund 1/024/154 7751706 (248,448) -24.26%
Fund 301-Capital Improvement Fund
Sales&Use Taxes 3981017 3061678 (91,338) -22.95% Infr surtax phased out in FY 2026
Unrestricted Investment Earning 211040 301867 91826 46.70% Investment balance increase
Total Capital Improvement Fund 4191057 3371545 (81,512) -19.45%
Fund 303-Capital Projects Fund
Grants-State 0 2001000 200,000 100.00% Remembrance park grant
Unrestricted Investment Earning 23,513 101486 (13,027) -55.40% FY 2026 one month behind,inv balance decrease
Transfers in 0 1/277/500 1/277/500 100.00%Transfer recorded in full
Total Capital Projects Fund: 231513 1/487/986 1/464/473 6228.24%
Fund 401-Water Fund
Miscellaneous Revenues 41603 3791648 3751046 8148.42% Differs from year to year,legal settlement rcvd FY 2026
Unrestricted Investment Earning 2171004 2241316 71312 3.37%
Other Financing Sources 661260 1501949 841689 127.81%Capital connect charges varies year to year
Charges for Services 4/826/658 51,1681713 3421055 7.09%
Total Water Fund: 511141525 5119231626 8091101 15.82%
Fund 402-Refuse&Recycling
Unrestricted Investment Earning 71294 41791 (2,503) -34.32%One month behind
Charges for Services 689,845 7511600 61,755 8.95%
Total Refuse&Recycling: 697,139 7561391 59,252 8.50%
Fund 403-Stormwater Utility
Miscellaneous Revenues 101000 0 (10,000) -100.00% Differ from year to year
Grants-State 1451000 1571500 121500 8.62% Differ from year to year
Unrestricted Investment Earning 71280 81346 11067 14.65% Investment balance increase
Charges for Services 5441283 5751040 301757 5.65%
Total Stormwater Utility: 7061563 7401886 341323 4.86%
Fund 501-Vehicle Replacement
Intragovernmental Revenue 2901527 3131114 221587 7.77%
Unrestricted Investment Earning 16,953 24,035 7,082 41.77% Balance increase
Other Financing Sources 0 2,375 2,375 100.00% New fund created FY 2025
Transfers in 11049,790 0 (1,049,790) -100.00% New fund created FY 2025,initial transfer in
Total Vehicle Replacement 11357,270 3391523 (1,017,747) -74.98%
Fund 605-Special Law Enforcement
Miscellaneous Revenues 145 0 (145) -100.00% Differ from year to year
Other Financing Sources 0 91350 91350 100.00% Differ from year to year
Forfeitures 661563 1521031 851468 128.40% Differ from year to year
Unrestricted Investment Earning 51251 41772 (479) -9.12%One month behind
Total Special Law Enforcement 711960 1661153 941194 130.90%
TOTAL REVENUES-ALL FUNDS 25/757/898 271,6711270 1/913/372 7.43%
NOTES are for differences grater than 10%and amounts over$1,000.
Page 170 of 409
VILLAGE OF TEQUESTA
Agenda Item #10. EXPENDITURE REPORT-CASH BASIS,UNAUDITED
YTD BALANCE YTD BALANCE %
DESCRIPTION 4/30/2025 4/30/2026 VARIANCE VARIANCE NOTES
EXPENDITURES
Fund 001-GENERAL FUND
Council 36,924 36,664 (260) -0.70%
Manager 2071280 213,215 5,934 2.86%
Human Resources 2771287 336,741 59,454 21.44% Compensated absences retiree
Village Clerk 258,694 259,780 1,086 0.42%
Finance 504,711 530,463 25,752 5.10%
Legal 58,039 89,475 31,437 54.17% Differs from year to year based upon service needs
Comprehensive Planning 174,669 189,910 15,241 8.73%
General Government 406,700 433,171 26,471 6.51%
IT 445,121 548,210 103,088 23.16% Computer maint&supply
Police Department 21489,849 2,689,897 200,048 8.03%
Code Compliance 571235 85,521 28,286 49.42% P/T salary,life/healt ins
Fire Control 2,943,728 3,014,563 70,835 2.41%
Public Works 973,184 9571483 (15,701) -1.61%
Leisure Services 839,039 854,913 15,874 1.89%
Debt Service 478,348 457,337 (21,011) -4.39%
Interfund Transfers 749,790 11277,500 527,710 70.38%Varies year to year
Total General Fund 10,900,599 11,974,844 1,074,245 9.85%
Fund 101-BUILDING FUND
Building Department 6011104 669,325 68,221 11.35% Contractual svcs,build improvements
Interfund Transfers 75,000 0 (75,000) -100.00%Varies year to year
Total Building Fund 676,104 669,325 (6,779) -1.00%
Fund 301-Capital Improvement Fund
General 787 761 (26) -3.26%
Parks 0 70,668 70,668 100.00% Capital projects varies year to year/timing of recording
Tequesta Bridge 121126 0 (12,126) -100.00% Capital projects varies year to year/timing of recording
Total Capital Improvement Fund: 12,913 71,429 58,516 453.16%
Fund 303-Capital Projects Fund
Public Works 293,233 6321429 339,196 115.67% Capital projects varies year to year,timing in recording
Parks 520,390 1011120 (419,271) -80.57% Capital projects varies year to year,timing in recording
Total Capital Projects Fund: 813,623 733,549 (80,075) -9.84%
Fund 401-Water Fund
Water-Administration 1,123,329 11189,536 66,207 5.89%
Water- Production 1,358,057 1,323,848 (34,209) -2.52%
Water-Distribution 583,309 690,319 107,010 18.35% Other contr svcs,water system&maint
Water-Customer Service 212,851 250,717 37,866 17.79% Ins,bad debt exp
Renewal&Replacement 290,790 3,064,112 21773,322 953.72%Timing in projects invoices recording
Capital Improvements 612,337 3211137 (291,200) -47.56%Timing in projects invoices recording
Debt Service 269,176 274,685 5,510 2.05%
Interfund Transfers 225,000 0 (225,000) -100.00%Varies year to year
Total Water Fund: 4,674,849 71114,354 21439,505 52.18%
Fund 402-Refuse&Recycling
Refuse and Recycling 368,444 386,526 18,082 4.91%
Total Refuse&Recycling: 368,444 386,526 18,082 4.91%
Fund 403-Stormwater Utility
Storm Water Utilities 152,956 149,374 (3,582) -2.34%
Renewal&Replacement 621778 1911128 128,350 204.45% Differs from year to year based upon projects
Total Stormwater Utility: 215,734 340,502 124,769 57.83%
Fund 501-Vehicle Replacement
General Government 224,162 209,895 (14,267) -6.36%
Water 0 129,493 129,493 100.00%Vehicle's purchases varies year to year
Total Vehicle Replacement 2241162 339,388 115,226 51.40%
Fund 605-Special Law Enforcement
Police 90,067 106,571 16,504 18.32% Machinary&eq
Total Special Law Enforcement: 90,067 106,571 16,504 18.32%
TOTAL EXPENDITURES-ALL FUNDS 17,976,495 211736,488 3,759,993 20.92%
NOTES are for differences grater than 10%and amounts over$1,000.
Page 171 of 409
THE VILLAGE OF TEQUESTA
ANaenda Item #1n REVENUE REPORT-CASH BASIS,UNAUDITED
wwr FY 2026 FY 2026 58.33%
ORIGINAL AMENDED TARGET YTD BALANCE DOLLAR PERCENT %BDGT
DESCRIPTION BUDGET BUDGET BUDGET 4/30/2026 VARIANCE VARIANCE USED NOTES
Fund 001-GENERAL FUND
General Property Taxes 13,628,196 13,628,196 7,949,781 13,532,890 5,583,109 70.23% 99.30 Historically,91%receipted by the end of Feb
State revs one month behind,record-cash basis,ins prem
Sales&Use Taxes 1,592,845 1,592,845 929,160 635,889 (293,271) -31.56% 39.92 tax received as one distrib at FYE($43SIO
Franchise fees-gross receipt 608,264 608,264 354,821 298,118 (56,703) -15.98% 49.01 one month behind
Licenses&Permits 8,591 8,591 5,011 3,070 (1,941) -38.74% 35.74 Special events,vacational rental permits
Indirect Costs 11068,207 1,068,207 623,121 623,121 0 0.00% 58.33
Grants Federal 3,000 3,000 1,750 0 (1,750) -100.00% 0.00 Differ from year to year,hurricane grant received
Grants-State 1,300 1,300 758 61,451 60,692 8003.41% 4,726.99 Police drone grant received
Intergovernmental Revenue 1,108,351 1,108,351 646,538 526,400 (120,138) -18.58% 47.49 Revs one month behind
Chgs for Services-Gen Gov 345,917 345,917 201,785 87,910 (113,875) -56.43% 25.41 Land dev fees based on projects
Chgs for Services-Public Safety 1,359,313 1,359,313 792,933 818,610 25,677 3.24% 60.22
Charges for Services-Recr. 197,000 197,000 114,917 114,498 (419) -0.36% 58.12
Fines&Forfeitures 11,975 11,975 61985 11,859 4,873 69.76% 99.03 Differ from year to year,code enf fines&fees
Unrestricted Investment Earning 287,017 287,017 167,427 217,611 50,184 29.97% 75.82 Above budgeted
Rents&Royalties 164,538 164,538 95,981 178,468 82,487 85.94% 108.47 Leases revenue recorded in full
Impact Fees 2,000 2,000 1,167 2,977 1,811 155.19% 148.86 Differ from yr to yr depending on projects/permits
Contributions&Donations 1,500 1,500 875 8,053 7,178 820.30% 536.84 Differ from year to year,bricks engravings
Miscellaneous Revenues 13,526 13,526 7,890 20,497 12,606 159.77% 151.53 Differ from year to year,ins claims,legal settlements
Other Financing Sources 1,000 1,000 583 2,034 1,451 248.69% 203.40 Assets disposition,differs from year to year
Appropriate Fund Balance 114,791 114,791 0
Total General Fund 20,517,331 20,517,331 11,901,482 17,143,454 5,241,972 44.04% 83.56
Fund 101-BUILDING FUND
Licenses&Permits 698,000 698,000 407,167 737,638 330,471 81.16% 105.68 Varies year to year based upon activity/projects
Chgs for Sery-Gen Gov 0 0 0 14,516 14,516 100.00% N/A Admin fees from other gov
Unrestricted Investment Earning 25,000 25,000 14,583 23,552 8,969 61.50% 94.21 Above budgeted
Appropriate Fund Balance 631,906 631,906 0 0
Total Building Fund 1,354,906 1,354,906 421,750 775,706 353,956 83.93% 57.25
Fund 301-Capital Improvement Fund
Sales&Use Taxes 424,000 424,000 247,333 306,678 59,345 23.99% 72.33 State revs two month behind,infr surtax collected in full
Unrestricted Investment Earn 25,000 25,000 14,583 30,867 16,284 111.66% 123.47 Above budgeted
Appropriate Fund Balance 540,544 540,544 0
Total Capital Improvement Fund: 989,544 989,544 261,917 337,545 75,629 28.88% 34.11
Fund 303-Capital Projects Fund
Grants-State 0 0 0 200,000 200,000 100.00% 100.00 Differ from year ,to year,Remembr park grant
Unrestricted Investment Earning 15,000 15,000 8,750 10,486 1,736 19.85% 69.91 Above budgeted
Transfers In 1,277,500 1,277,500 745,208 1,277,500 532,292 71.43% 100.00 Transfer recorded in full
Total Capital Projects Fund: 1,292,500 1,292,500 753,958 1,487,986 734,028 97.36% 115.12
Fund 401-Water Fund
Charges for Services 9,675,063 9,675,063 5,643,787 5,168,713 (475,074) -8.42% 53.42 Rev recording one month behind
Unrestricted Investment Earn 250,000 250,000 145,833 224,316 78,482 53.82% 89.73 Above budgeted
Miscellaneous Revenues 4,000 4,000 2,333 379,648 377,315 16170.65% 9,491.21 Legal settlement received
Other Financing Sources(icl.loan) 10,062,500 10,062,500 5,869,792 150,949 (5,718,843) -97.43% 1.50 Loan proceeds,timing in receiving
Appropriate Fund Balance 3,586,907 3,586,907 0 0
Total Water Fund: 23,578,470 23,578,470 11,661,745 5,923,626 (5,738,119) -49.20% 25.12
Fund 402-Refuse&Recycling
Charges for Services 782,518 782,518 456,469 751,600 295,131 64.66% 96.05 Historically,91%receipted by the end of Feb
Unrestricted Investment Earn 7,500 7,500 4,375 4,791 416 9.51% 63.88 Above budgeted
Total Refuse&Recycling: 790,018 790,018 460,844 756,391 295,547 64.13% 95.74
Fund 403-Stormwater Utility
Grants State 0 0 0 157,500 157,500 100.00% #DIV/0! Differ from year to year,timing of collection
Charges for Services 589,169 589,169 343,682 575,040 231,358 67.32% 97.60 Historically,91%receipted by the end of Feb
Unrestricted Investment Earn 10,000 10,000 5,833 8,346 2,513 43.08% 83.46 Above budgeted
Transfers In 135,000 135,000 78,750 0 (78,750) -100.00% 0.00 Transfer pending recording
Total Stormwater Utility: 734,169 734,169 428,265 740,886 312,621 73.00% 100.91
Fund 501-Vehicle Replacement
Intragovernmental Revenue 528,741 528,741 308,432 313,114 4,681 1.52% 59.22
Unrestricted Investment Earn 15,000 15,000 8,750 24,035 15,285 174.68% 160.23 Above budgeted
Other Financing Sources 0 0 0 2,375 2,375 100.00% N/A
Appropriate Fund Balance 504,370 504,370 0 0
Total Vehicle Replacement 1,048,111 1,048,111 317,182 339,523 22,341 7.04% 32.39
Fund 605-Special Law Enforcement
Forfeitures 126,009 126,009 73,505 152,031 78,526 106.83% 120.65 Differ from year to year,timing of collection
Unrestricted Investment Earn 5,000 5,000 2,917 4,772 1,856 63.63% 95.45 Above budgeted
Other Financing Sources 0 0 0 9,350 9,350 100.00% N/A Differs from year to year
Appropriate Fund Balance 9,129 9,129 0
Total Special Law Enforcement 140,138 140,138 76,422 166,153 89,731 117.42% 118.56
TOTAL REVENUES-ALL FUNDS 50,445,187 50,445,187 26,283,565 27,671,271 1,387,706 5.28% 54.85
NOTES are for differences grater than 10%and amounts over$1,000.
Page 172 of 409
THE VILLAGE OF TEQUESTA
Agenda EXPENDITURE REPORT-CASH BASIS,UNAUDITED
FY 2026 FY 2026 58.33
ORIGINAL AMENDED TARGET YTD BALANCE DOLLAR PERCENT %BDGT
DESCRIPTION BUDGET BUDGET BUDGET 4/30/2026 VARIANCE VARIANCE USED
Fund 001-General Fund
Council 72,156 72,156 42,091 36,664 5,427 12.89% 50.81(1),(2)
Manager 401,858 401,858 234,417 213,215 21,202 9.04% 53.06(1),(2)
Human Resources 511,449 511,449 298,345 336,741 (38,396) -12.87% 65.84(1),(2)
Village Clerk 491,461 491,461 286,686 259,780 26,905 9.38% 52.86(1),(2)
Finance 889,068 889,068 518,623 530,463 (11,840) -2.28% 59.67(1),(2)
Legal 246,000 246,000 143,500 89,475 54,025 37.65% 36.37(1),(2)
Comprehensive Planning 411,736 411,736 240,179 189,910 50,269 20.93% 46.12
General Government 7251894 725,894 4231438 4331,171 (9,733) -2.30% 59.67
IT 750,210 750,210 437,623 548,210 (110,587) -25.27% 73.07(3)
Police Department 4,977,801 5,080,798 2,963,799 2,689,897 273,902 9.24% 52.94(1),(2)
Code Compliance 138,481 138,481 80,781 85,521 (4,740) -5.87% 61.76(1),(2)
Fire Control 5,634,706 5,634,706 3,286,912 3,014,563 272,348 8.29% 53.50(1),(2)
Public Works 2,021,042 2,021,042 1,178,941 957,483 221,458 18.78% 47.38(1),(2)
Leisure Services 1,493,743 1,493,743 871,350 854,913 16,437 1.89% 57.23(3)
Debt Service 474,226 474,226 276,632 457,337 (180,706) -65.32% 96.44(3)
Interfund Transfers 1,277,500 1,277,500 745,208 1,277,500 (532,292) -71.43% 100.00(3)
Total General Fund 20,517,331 20,620,328 12,028,524 11,974,844 53,681 0.45% 58.07
Fund 101-BUILDING FUND
Building&Zoning 1,354,906 1,371,848 800,245 669,325 130,920 16.36% 48.79(1),(2)
Total Building Fund 1,354,906 1,371,848 800,245 669,325 130,920 16.36%
Fund 301-Capital Improvement Fund
General 0 0 0 761 (761) -100.00% N/A(2),(3)
Parks 0 0 0 70,668 (70,668) -100.00% 100.00 (2),(3)
Tequesta Drive(Bridge) 8541544 854,544 498,484 0 498,484 100.00% 0.00 (2),(3)
Interfund Transfers 135,000 135,000 78,750 0 78,750 100.00% 0.00 (2),(3)
Total Capital Improvement Fund: 989,544 989,544 577,234 71,429 505,805 87.63% 7.22
Fund 303-Capital Projects Fund
Public Works 880,000 880,000 513,333 632,429 (119,095) -23.20% 71.87 (2),(3)
Leisure Services 250,000 335,749 195,854 101,120 94,733 48.37% 0.00 (2),(3)
Misc projects 147,500 147,500 86,042 0 86,042 100.00% 0.00 (2),(3)
Allocate to Fund Balance* 15,000 15,000 0.00
Total Capital Projects Fund: 1,292,500 1,378,249 803,979 733,549 70,430 8.76% 53.22
Fund 401-Water Fund
Water-Administration 2,279,278 2,283,114 1,331,817 1,189,536 142,280 10.68% 52.10
Water- Production 2,823,806 2,823,806 1,647,220 1,323,848 323,372 19.63% 46.88
Water-Distribution 1,047,612 1,047,612 611,107 690,319 (79,212) -12.96% 65.89
Water-Customer Service 350,259 350,259 204,318 250,717 (46,399) -22.71% 71.58
Renewal&Replacement 3,359,500 7,686,978 4,484,070 3,064,112 1,419,959 31.67% 39.86 (2)
Capital Improvement 13,225,000 13,765,144 8,029,668 321,137 7,708,530 96.00% 0.00(2)
Debt Service 493,015 493,015 287,592 274,685 12,907 4.49% 55.72
Total Water Fund: 23,578,470 28,449,928 16,595,791 7,114,354 9,481,437 57.13% 25.01
Fund 402-Refuse&Recycling
Refuse and Recycling 776,859 776,859 453,168 386,526 66,641 14.71% 49.76
Allocate to Fund Balance* 13,159 13,159 7,676 0 7,676 100.00% 0.00
Total Refuse&Recycling: 790,018 790,018 460,844 386,526 74,317 16.13% 48.93
Fund 403-Stormwater Utility
Storm Water Utilities 3631153 363,153 211,839 149,374 62,465 29.49% 41.13
Renewal&Replacement 200,000 393,987 229,825 191,128 38,697 16.84% 48.51 (2),(3)
Other/Reserves/Contingency 171,016 171,016 99,759 0 99,759 100.00% 0.00 (2),(3)
Total Stormwater Utility: 734,169 928,156 541,424 340,502 200,922 37.11% 36.69
Fund 501-Vehicle Replacement
General Government 894,821 894,821 521,979 209,895 312,084 59.79% 23.46 TPD cars purchase
Building 50,000 50,000 29,167 0 29,167 100.00% 0.00
Water 103,290 190,744 111,267 129,493 (18,226) -16.38% 67.89 Vehicles purchase
Total Vehicle Replacement 1,048,111 1,135,565 662,413 339,388 323,025 48.76% 29.89
Fund 605-Special Law Enforcement
Police 140,138 202,977 118,403 106,571 11,833 9.99% 100.00 (2)
Total Special Law Enforcement 140,138 202,977 118,403 106,571 11,833 9.99% 100.00
TOTAL EXPENDITURES-ALL FUNDS 50,445,187 55,866,613 32,588,857 21,736,488 10,852,369 33.30% 38.91
Notes:
*Not included in Target Budget calculation
(1)Personal expenditures/expenses recorded as when paid not when accrued.Personnel paid 4/23/26 for the period ended 4/18/26.
Due to timing of payroll dates 12 days of personnel expenditures not reflected in April 2026.
(2)Not all operating expenditures/expenses recorded for the services of April 2026.Expenditures recorded on a cash basis and
adjusted to accrual at year end.
(3)Timing in expenditures/expenses recording and/or recorded as one time entry at year end.
Page 173 of 409
Agenda Item #10.
April 2026 Department Reports Current Month Columnl 2024/2025 2023/2024
Building Department Current Month 2025-2026 2024/2025 2023/2024
Total Master Permits and subpermits Issued 138 846 965 1516
New Residential Construction Permits 0 6 7 12
Residential Remodel and additions Permits 38 253 134 79
Commercial Remodel and additions Permits 13 31 25 16
Residential Plan Reviews 125 684 878 1379
Commercial Plan Reviews 13 162 87 137
Total Inspections 404 2393 2586 4698
BTR Inspections 3 15 16 18
Trade Inspections 145 855 951 1300
Vacation Rentals Inspections 1 9 6 24
Certificates of Compliance 140 805 709 234
Certificates of Ocupancy 1 4 4
Record Requests 30 140 159 260
Permit/Code Information Requests 45 348 317 417
Meetings/Training 4 20 24 19
BCAIB-BOAF-BOATC/DBPR Meetings 2 16 20 16
LPA 0 0 3 3
Code Enforcement Current Month 2025/2026 2024/2025 2023/2024
Code Enforcement Inspections 21 225 277 253
Notices of Violation Issued 3 14 39 69
Code Cases Opened 18 158 155 176
-By code officer 15 125 154 54
-Reactive 3 32 11 12
Code Cases Closed 14 140 141 99
Code Cases Cleared Within 30 Days 3 68 88 71
Code Cases Scheduled for Hearing 0 10 20 12
Magistrate Meeting 0 1 6 6
Meeting With Residents Regarding Violations 32 289 515 340
Community Development Current Month 2025/2026 2024/2025 2023/2024
Land Development Applications 0 14 26 28
Ongoing Projects 12 88 122 125
EAC/PZB/VC Agenda Items 6 60 n/a n/a
Public Records Requests 4 35 50 40
Major Meetings and Conference Calls 15 115 142 109
Residents/Business Owners 15 104 147 101
DRC Meeting 1 3 3 4
Permits(New Single Family and Commercial) 3 19 27 24
Phone Calls/Emails/Walk-Ins 75 555 1085 1235
YTD Totals
Fire Current Month 2025/2026 2024/2025 2023/2024
Unit Response Data
Fire 15 109 141 38
EMS 94 793 11121 262
Special Operations 1 14 19 5
Other 2 27 63 21
Mutual Aid Given-Palm Beach County and Martin County Fire Rescue 25 151 187 42
Mutual Aid Received-Palm Beach County/Martin County Fire Rescue 15 97 143 31
COVID 0 0 0 0
Inspection Data
New Construction 11 38 45 8
Annual Fire 26 218 391 100
Page 174 of 409
Agenda Item #10.
New Business/New Occupation/Home Business 7 18 28 7
Re-Inspections 23 108 191 69
Food Truck/Tents 0 6 13 5
Public Relations Events Data
Community Function Hours 0 362 537 255
Training 714 51835 9,590 21589
Overtime As of 4/30/2026 Actual Budget
Overtime Budget $ 156,258.00 62.22% 106.45% 100%/30.85%
YTD
Human Resources&Risk Management Current Month 2025/2026 2024/25 2023/24
Open Positions 0 12 19 16
Applications Received 3 260 746 573
Onboardings-Hires 0 9 17 30
Offboardings-Terms 3 8 16 15
Payroll Authorizations&Evaluations 9 57 266 339
FMLA Requests 2 8 19 19
Work Comp Claims/FF Cancer Claims 2 9 18 17
Labor Relations(Grievances/Arbitrations/Negotiations etc) 0 6 37 48
Records Requests 1 9 19 31
HR Information System Adjustments 808 4,366 10,220 11,666
Safety Meetings and Assessments 0 2 6 5
Auto,Property,Liability Claims 2 6 14 7
Parks and Recreation Current Month 2025/2026 2024/2025 2023/2024
Recreation Programs
All Programs 113 1999 4005
Summer Camp 0 0 1000 1200
Kids Night Out At The Rec 0 8 37 13
Gymnastics 237 1422 2844 3167
Facility/Field Rentals for Tequesta Park/Constitution Park/Recreation Center Rentals
Constitution Park Pavilion Rentals 4 94 245 76
Recreation Center Facility Rentals (Include JTAA,HOA,Good Sheppard,etc.. 10 69 65
Field Reservations(#of times not estimated attendance) 18 165 200
Special Events
Food Truck 0 800 800
Tequesta Fest 0 1500 1200 1500
Holiday In The Park 0 600 1200 1200
Santa Ride 0 600 700 700
Letters to Santa/Rudolph 0 15 40 40
Bridge The Gap 0 0 0
Movie In The Park 0 0 0
Pickleball Tournment 0 0 0
Run 4 The Pies 0 1800 1800 1800
Freedom Run 0 0 0
Bunny Hop 400 400 500 500
Earth Day Celebration 0 0 0
Tequesta Hold'Em 0 500
80's Dance&Roller Jam 0 350
Concert in Constitution Park 300 600
Police Current month 2025/2026 2024/2025 2023/2024
Communication Division
Officer Initiated Calls 21511 19,410 211160 10,486
Calls for Service 213 1449 21460 21647
Fire Rescue 23 166 248 282
Page 175 of 409
Agenda Item #10.
Patrol Division
Reports Filed 15 174 277 346
Arrest 1 20 42 40
Crashes Investigated 12 81 122 122
Traffic Stops 270 1431 111244 11789
Citations 17 249 470 588
Warnings 170 978 808 751
E-Bike-Citations,Warning,Education 1 55
Administration
Public Records Request 77 381 516 547
Community Events
Detail/Event Hours 178 1316
C.O.P. Hours 46 314
Community Services 13 59
(Helmet Fitting,Car Seat Install,Fingerprinting,CTED,Chief-For-A-Day,etc.)
Overtime Actual Budget Goal/Actual% Goal/Actual%
Operations $ 152,628.00 54.8%/49.2 100%/85.7%
YTD Totals
Public Works Current month 2025/2026 2024/2025 2023/2024
Equipment Maintenance 4 28 53 119
Sidewalk Repairs and or Grinding 30 68 38 58
Street Signs Replaced 2 14 64 90
Road Repairs 1 10 25 29
Indoor/Outdoor lights Repaired 10 54 55 119
Street Light Outages 1 16 19 137
Work Orders 238 21024 2785 5142
Standby Generator Maintenance 16 97 121 190
Fleet Maintenance-Vehicles Serviced 1 13 29 115
Surplus-Junked or Sold lems 3 24 18 69
Engineering Services 4 21 18 45
Resident Calls 24 131 91 258
Projects 13 91 147 212
Totals
Village Clerk's Office April 2025/2026 2024/2025 2023-2024
Agendas Compiled and Distributed 2 14 34 40
Minutes Completed(includes council,committees,spec meetings) 2 14 31 40
Council,Committee,and Special Meeting Hours 5.75 30.5 53 64
Orders Processed 2 12 19 21
Resolutions Processed 1 7 28 25
Ordinances Processed 2 9 11 12
Agreements Processed 20 94 107 97
Public Records Processed 48 248 384 422
Agenda/Minute Portal(iCompass)Total Monthly Visits 16427 33847 30551 25371
Agenda/Minute Portal(iCompass)Unique Monthly Visits 1469 10388 22469 18733
Public Information Officer
Social Media Post(Number of Post to all social) 47 301 498
Content Interaction(Likes,shares,comments,etc) 1657 12239 14886 410
Reach 231632 313636
Facebook Messenger Responses(this does not include post responses) 25 59 67 61
Website:VOTBot TOTAL Queries(Artificial Intelligence Quesitons Answered) 70 510 1025 1414
Website:VOTBot Unique Users(Artificial Intelligence Quesitons Answered) 54 395 803 808
Press Releases 1 2 3 4
CodeRed Messages Launched 4 24 48 59
Tequesta News Messages(Friday Newsletter) 4 23 44 42
Page 176 of 409
Agenda Item #10.
Departmental/Other Project Videos/Reels 3 15 19 3
Smoke Signals 0 1 4 4
Elections
Vacancy: Created application,marketed and processed apps 0 6
Election: Campaign Treasurer Reports/Candidate Documentation/Office Report 0 4 5 3
Election: Review Candidate Handbook 0 3 4 3
Election: Process filing/qualifying paperwork 0 3 4 2
Clerk&Public Information Officer Events&Meetings: ELECTIONS: N/A RESIDENT ACADEMY: N/A SOCIAL MEDIA: Numerous highlights ASSISTANCE:
Provided assistance to departments for CivicPlus(website),iCompass(agenda software)and JustFOIA(public records software)and video production.
MEETINGS/TRAINING:Strategic Planning Meeting,PIO Quarterly Meeting,and Shred It event. PARTNERSHIPS: N/A WEBMASTER: Serves as the Village's
Webmaster and makes changes and updates as necessary,trains and assists staff and other departmental employees on website usage and tasks.
Responded to and trained VOTBot(AI)online inquiries. PUBLIC INFORMATION OFFICER: Answered PIO questions for various departmental PIO liaisons
and created various PR/Marketing materials. MISC: Created new employee user accounts for all software utilized in Clerks office and updated website
with necessary departmental info,code inserts,noticed meetings and ordinances via the public notice portal and mailed and emailed to residents who
requested per state law. Participated in International Day ceremonies. Provided research for department heads/manager. Processed 45 records
management disposition forms for a total of 113.05 cubic feet of shredded records(or 113 boxes),processed oaths,proclamation,and declarations.
Trained new employees/set up required software credentials: JustFOIA,iCompass,website,DemandStar,CivicOptimize etc. Created new accounts and
established workflows for new employees. Ordered office supplies and Amazon orders for Admin and Historicals,meeting setup/breakdown.Processed
daily lien reports,invoices,council mail,admin phone support,Oaths and swearing in of new committee members and employees.
Current Month 2025/26 YTD 2024/25 YTD
Utilities Department-Water Distribution (FY24)
Water Main Breaks(*-FY21&FY22 service line breaks combined w/water line breaks) 0 6
Service Line Breaks(*-FY21&FY22 service line breaks combined w/water line breaks) 1 8
Line Maintenance 54 1066
Meter Reader Related Work Orders 2 10
Work Orders(Non Meter)/Stormwater:Catchbasins,Outfalls,Pond Mowing&Inspections,et( 219 448
Employee Call Back 12 57
Meter Set/Changed Out 21 115
Utilities Department-Customer Service Current Month 2024/2025 2022/23(FY22)
Leak Adjustment Requests 5 240 (not counted)
*Utilities Billing/Customer Service dashboard in monthly report for Council
Utilities Department-Water Production Current Month 2026 YTD Calendar Yr 25**YTE Calendar Yr 24**YTD
Water Production Total(million gallons(MG)) 95.928 366.618 1094.123 999.482
Maximum Day Production Demand Rate(million gallons per day(MGD)) 3.951 3.951 4.015 3.876
Average Daily Production Demand(MGD) 3.198 3.055 2.997 2.738
Monthly Rainfall 3.32 10.84 57.08 77.17
**-SFWMD water use permits(WUP)are based on a"water year"which is a calendar year;we are
permitted based on the calendar year.Our maximum permitted annual daily production is 6.3 MGD
with a total permitted quantity of 401 MG from the Surficial aquifer and 1251 MG from the upper
Floridan aquifer
Projects: see monthly Utilities Department report on Village Council agenda
Page 177 of 409
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