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Cityof LakeMary AdoptedBudget FiscalYear2017-2018 GrowingFast GrowingSmart

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CITY OF LAKE MARY, FLORIDA FISCAL YEAR 2018 ADOPTED BUDGET AND 5-YEAR PROJECTIONS Mayor David J. Mealor Deputy Mayor George F. Duryea Commissioner Gary L. Brender Commissioner Sidney Miller Commissioner Jo Ann Lucarelli City Manager Jacqueline B. Sova Prepared by the Finance Department

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TABLE OF CONTENTS     City Manager’s Budget Message .................................................................................................................................... i General Fund General Fund Summary of Revenues and Expenditures ...............................................................................................2 General Fund Summary of Revenues............................................................................................................................3 General Fund Summary of Expenditures .......................................................................................................................5 Program Budget Summary City Commission.........................................................................................................................................................6 City Manager ..............................................................................................................................................................9 Legal Services ..........................................................................................................................................................12 City Clerk ..................................................................................................................................................................14 General Administration .............................................................................................................................................17 Risk Management.....................................................................................................................................................19 Community Development .........................................................................................................................................21 Finance..................................................................................................................................................................... 24 Information Systems.................................................................................................................................................27 Building ....................................................................................................................................................................30 Police Operations .....................................................................................................................................................33 Police Support Services ...........................................................................................................................................38 Fire Emergency Operations......................................................................................................................................41 Fire Prevention ........................................................................................................................................................45 Public Works – Administration ..................................................................................................................................48 Public Works – Streets/Sidewalks ............................................................................................................................51 Parks and Recreation ...............................................................................................................................................54 Facilities Maintenance .............................................................................................................................................60 Lake Mary Events Center .........................................................................................................................................63 Lake Mary Community Center ..................................................................................................................................66 Lake Mary Senior Center..........................................................................................................................................69 Lake Mary Tennis Center .........................................................................................................................................74 Special Revenue Funds All Special Revenue Funds Summary..........................................................................................................................79 Police 2nd Dollar Education and Training Fund ............................................................................................................80 Law Enforcement Trust Fund – State...........................................................................................................................81 Law Enforcement Trust Fund – Federal.......................................................................................................................82 Police Impact Fees Fund .............................................................................................................................................83 Fire Impact Fees Fund .................................................................................................................................................84 Public Works Impact Fees Fund ..................................................................................................................................85 Recreation Impact Fees Fund ......................................................................................................................................87 Lake Mary Cemetery Fund...........................................................................................................................................88 Debt Service Fund Debt Service Summary ................................................................................................................................................91 Capital Project Funds All Capital Project Funds Summary..............................................................................................................................95 Capital Project Funds...................................................................................................................................................96 Schedule of General Projects ......................................................................................................................................97 Individual Project Proposals .........................................................................................................................................98 One-Cent Infrastructure Sales Tax Projects Fund .....................................................................................................125 Individual Project Proposals .......................................................................................................................................126       

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TABLE OF CONTENTS       Water and Sewer Fund Water and Sewer Fund Summary ..............................................................................................................................131 Program Budgets Water Treatment.....................................................................................................................................................132 Water Distribution/Wastewater Collection ..............................................................................................................135 Utility Billing ............................................................................................................................................................139 Schedule of Capital Projects ......................................................................................................................................142 Individual Project Proposals .......................................................................................................................................143 Stormwater Utility Fund Stormwater Utility Fund Summary..............................................................................................................................155 Stormwater Utility Program ........................................................................................................................................156 Individual Capital Project Proposals...........................................................................................................................159 Internal Service Fund Vehicle Maintenance Fund Summary ........................................................................................................................163 Vehicle Maintenance Program ...................................................................................................................................164 Vehicle Replacement Schedule .................................................................................................................................167 FIVE YEAR PROJECTIONS General Fund Five Year Projections – General Fund General Fund Summary.............................................................................................................................................173 Program Budgets: City Commission – Operating/Personnel Projections .............................................................................................174 City Manager – Operating/Personnel Projections...................................................................................................175 Legal Services – Operating/Personnel Projections.................................................................................................176 City Clerk – Operating/Personnel Projections ........................................................................................................177 General Government – Operating/Personnel Projections.......................................................................................178 Risk Management – Operating/Personnel Projections ...........................................................................................179 Community Development – Operating/Personnel Projections ................................................................................180 Finance – Operating/Personnel Projections ...........................................................................................................181 Information Systems – Operating/Personnel Projections .......................................................................................182 Building – Operating/Personnel Projections ...........................................................................................................183 Police Operations – Operating/Personnel Projections............................................................................................184 Police Support Services – Operating/Personnel Projections ..................................................................................185 Fire Emergency Operations – Operating/Personnel Projections ............................................................................186 Fire Prevention – Operating/Personnel Projections................................................................................................187 Public Works – Administration – Operating/Personnel Projections.........................................................................188 Public Works – Streets/Sidewalks – Operating/Personnel Projections...................................................................189 Parks and Recreation – Operating/Personnel Projections......................................................................................190 Facilities Maintenance – Operating/Personnel Projections.....................................................................................191 Lake Mary Events Center – Operating/Personnel Projections................................................................................192 Lake Mary Community Center – Operating/Personnel Projections.........................................................................193 Lake Mary Senior Center – Operating/Personnel Projections ................................................................................194 Lake Mary Tennis Center – Operating/Personnel Projections ................................................................................195    

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TABLE OF CONTENTS       Special Revenue Funds All Special Revenue Funds Summary.................................................................................................................……199 Police 2nd Dollar Education and Training Fund ..........................................................................................................200 Law Enforcement Trust Fund – State.........................................................................................................................201 Law Enforcement Trust Fund – Federal.....................................................................................................................202 Police Impact Fees Fund ...........................................................................................................................................203 Fire Impact Fees Fund ...............................................................................................................................................204 Public Works Impact Fees Fund ................................................................................................................................205 Recreation Impact Fees Fund ....................................................................................................................................207 Lake Mary Cemetery Fund.........................................................................................................................................209 Debt Service Fund Debt Service Fund .....................................................................................................................................................213 Capital Project Funds All Capital Project Funds Summary............................................................................................................................ 216 Capital Project Funds Summary.................................................................................................................................217 Schedule of General Projects ....................................................................................................................................218 Individual Project Proposals .......................................................................................................................................219 One-Cent Infrastructure Sales Tax Projects Fund Summary ....................................................................................252 Individual Capital Project Proposals...........................................................................................................................253 Water and Sewer Fund Water and Sewer Fund Summary ..............................................................................................................................259 Program Budgets: Water Treatment - Operating/Personnel Projections ..............................................................................................260 Water Distribution/Wastewater Collection – Operating/Personnel Projections .......................................................261 Utility Billing – Operating/Personnel Projections.....................................................................................................262 Schedule of Capital Projects ......................................................................................................................................263 Individual Project Proposals .......................................................................................................................................264 Stormwater Utility Fund Stormwater Utility Fund Summary..............................................................................................................................277 Stormwater – Operating/Personnel Projections .........................................................................................................278 Individual Project Proposals .......................................................................................................................................279 Internal Service Funds Vehicle Maintenance Fund Summary ........................................................................................................................283 Vehicle Maintenance - Operating/Personnel Projections ...........................................................................................284 Vehicle Replacement Schedule .................................................................................................................................285      

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BUDGET MESSAGE      City Manager jsova@lakemaryfl.com   City of Lake Mary Incorporated in 1973 July 27, 2017 Mayor and City Commission: In accordance with State law and pursuant to the City Charter, I am pleased to present to you the Proposed Annual Operating Budget for Fiscal Year (FY) 2017/2018, including the five-year plan through FY 2021/2022. FY 2017/2018 spans a time period that can be characterized as an inflection point in the City’s history. Mathematically, an inflection point refers to a point on a curve where a change in angle or slope occurs. More generally, it can refer to a turning point where significant change occurs. Both of these definitions accurately describe this time period in Lake Mary. The City is experiencing active construction at Griffin Farm at Midtown, as well as many smaller projects. Additionally, a host of other projects will be following suit very shortly. While periods of active construction carry a host of challenges, it is the pending build-out and absorption of these new communities that represent the inflection point. Going forward, this new population and job growth helps build community value, but it also carries the need for us to extend high quality local government services. The next five (5) years are expected to bring rapid growth to both population and employment. The following new active projects are expected to come on-line in the next five (5) years (20182022):  Griffin Farm at Midtown (mixed use)  Lake Emma Sound (residential)  Waterside II (residential)  Twelve Oaks (residential)  LMLD - Crescent Holdings (mixed use)  Orlando Health (Medical) i   

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BUDGET MESSAGE        For these reasons, our population is expected to grow at an above-average pace, speaking directly to the inflection point mentioned above. When explicitly considering the development pipeline, the graph below shows how population is projected to grow up to 2025. The blue bars in the graph represents the long-term growth trend, whereas the black line shows what is expected because of the development pipeline. By 2023, Lake Mary’s resident population should be approaching 20,000+. Growing Fast. Growing Smart. The inflection point illustrated in the graph above represents a clear signal for us to start preparing. Our City maintains an excellent reputation for attracting and encouraging quality growth, and the projects causing this inflection point certainly meet this quality standard. Thankfully, this fiscal year provides a valuable time period for us to strategically plan for this new trajectory. The City of Lake Mary has long pursued a measured and balanced approach in the administration of local government services. Looking forward, this measured and balanced approach is needed more than ever as we continue a march toward a redevelopment mode of growth. Lake Mary’s track record of using the budget process as a way to operationalize our strategic vision will likely need adjustment next fiscal year. Recognizing this, we are proposing a series of work sessions with the City Commission to occur in Spring 2018. The purpose of these work sessions is to discuss growth management, and to explore options for enabling a sustainable way to extend world class government services to our rapidly-growing community. Budget Document The budget is designed to provide the reader with a comprehensive and informative document that includes the policy directives of the Commission. The budget is a plan that provides management with the necessary tools to analyze, diagnose, and evaluate how well appropriated ii   

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BUDGET MESSAGE        funds are converted into the services desired by our citizens. The budget is presented with a fiveyear plan encompassing all categories of revenue generation and expenditures including personnel, operating, and capital costs. Following the Budget Message is the Budget in Brief that is a comprehensive review of all components of revenues, expenditures, and fund balances for the upcoming year. Budget Highlights  The total proposed FY 2017/2018 budget is 8.8% more than the FY 2016/2017 budget at a total of $34,320,574 for all funds combined. This is an increase of $2,787,148 from last year.  For the fifth consecutive year, we propose to hold the ad valorem millage rate at 3.5895. Combined property values reflect a total increase of 8% which will yield $576,195 more in ad valorem tax collections than last year. Economic Development Efforts Economic development efforts will continue to adapt in FY 2018. Already, the City is putting together resources to more heavily concentrate on business retention and expansion (BR&E). Although business attraction and recruitment will continue, the City will reinforce its deliberate efforts to help our existing businesses. In short, the City will emphasize growing from within. In recent months, the City has partnered with the Florida Virtual Entrepreneur Center and has extended its real estate search capabilities through the Xceligent search engine. However, the hallmark program proposed for FY 2018 is a cooperative effort to survey existing companies in Lake Mary. This comprehensive business survey will be conducted through an innovative partnership with local area chambers of commerce and economic development offices countywide. This evolving program will better enable us to identify barriers in growth and proactively inform the business community of our efforts to help. Debt Service The Series 2012 Public Improvement Refunding Revenue Note is currently $3,187,000. Debt service for FY 2018 will be $332,686. The interest rate on this note is 2.41% and the last payment is due on October 1, 2027. Capital Projects  Carry Forward projects this year are just over $436,021, which is primarily comprised of the CRA Streetscape project at US 17/92 and Weldon Blvd. Also included in the carry forward is partial funding for the Downtown Entry Feature.  The Fire Department will be replacing forty (40) sets of Personal Protective Equipment Bunker Gear this year at a cost of $120,000, in order to maintain compliance with NFPA 1851: Standard on Selection, Care, and Maintenance of Protective Ensembles for Structural Fire Fighting and Proximity Fire Fighting regulations. iii   

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BUDGET MESSAGE         Again, efforts are being made to maintain our aging facilities which are in the ten (10) to fifteen (15) year-old age range. We will be replacing some interior flooring, refreshing paint, and rehabbing some exteriors at Trailhead Park, the Concession Stand at the Sports Complex, the Events Center, the Police Department, the Municipal Complex and the Parks Maintenance Facility.  We will be updating the audio/visual technology at the Events Center and replacing banquet tables for the first time.  We have continued our practice of placing funds in a General Administrative Projects Reserve. This reserve will be in place to make repairs for which we cannot determine the timing. For example, in the near future we need to replace roofs at the Police Station, the Events Center, and the Community Center with prices ranging from $60,000 to $250,000. We are also facing the replacement of several A/C units throughout the City. Individual units cost between $40,000 and $70,000.  The design of the Downtown Entry Feature is completed and the construction is scheduled to start around the beginning of the new fiscal year.  It’s also time for our bi-annual Road Resurfacing Project in the amount of $1,500,000.  We are currently in the planning process for designing improvements to the intersection of Rinehart Road and CR46A. This project is jointly funded by the City and Seminole County through the one-cent sales tax program, and portions will be reimbursed by FDOT. Costs are estimated at $5.3 million.  The Water Main Extension Project in Utilities will provide a loop to the water distribution system at the south end of the City between S. Country Club Road and Longwood/Lake Mary Road.  The FY 2017/2018 budget also provides for Water Meter Technology Upgrades. We are exploring radio frequency technology which can include leak detection, high usage detection, and instantaneous and continuous meter reads. Technology decided upon will be implemented over a multi-year period. Personnel We will continue to award our employees with merit increases based on performance. Individual department budgets allow for up to a 3% increase that is calculated through the annual evaluation process. Individual merits are calculated on a point scale utilized consistently among all departments. In FY 2017/2018, the following positions will be added:  In the Police Department, we are adding a new Police Officer. With the construction of new developments and road projects commencing, this position is vital in day-to-day operations. This new officer will be placed in the Special Operations section for traffic operations.  An Accreditation and QA Manager will be added to the Fire Department support staff to manage quality assurance and EMS data management. This position will also manage and support the Fire Department’s accreditation process.  In Parks and Recreation, we will be upgrading the position of part-time Senior Center Assistant and adding a new part-time Recreation Assistant. The new Recreation Assistant iv   

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BUDGET MESSAGE        will help the Senior Center transition to evening and weekend rentals. Additionally in Parks and Recreation as special event offerings continue to grow, we have eliminated the parttime Special Events Assistant position, and replaced it with a full-time Special Events Coordinator. This position will also be responsible for the coordination of the Lake Mary Heathrow Festival of the Arts. Additionally with the success of our Summer Camp Program, we have added another part-time Summer Camp Counselor.  Public Works will be adding a Maintenance Specialist in the Water Distribution/Wastewater Division. With the addition of several new maintenance programs and bringing sidewalk repair in-house, the addition of another position is vital to maintaining excellent customer service and response time.  In the current fiscal year, we have added an Assistant City Engineer to Public Works to accommodate the increased workload due to all the new construction underway in the City. This position is funded 50/50 with Public Works Administration and Stormwater, as is the current funding for the City Engineer. Employee Benefits During the current fiscal year, we transitioned into the Public Risk Management (PRM) Health Trust. The City pays a single premium per employee based on the plan chosen. The premiums are projected to rise 5% for FY 2017/2018. With this change, we are closing the Health Insurance Fund and funding the cost of the Employee Wellness Center in the General Fund under the General Administrative Division. The cost of all other employee benefits remain stable. Vehicle Replacement Fund The current Vehicle Replacement Fund has grown to 162 vehicles and large motorized equipment, with sixteen (16) items scheduled for replacement this year. The largest item is the replacement of a fire truck estimated at $575,000. Additional items to be replaced include eight (8) police vehicles at a total cost of $381,600, a sign board, an F-350 diesel pick-up and a mower totaling $63,100 in Public Works, and a Toro Workman and other mowing equipment totaling $78,700. Each year the fleet replacement schedule is carefully reviewed and each replacement is considered necessary not just by age or miles, but overall condition and projected reliability. (Remainder of page intentionally left blank.) v   

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LAKE MARY AT A GLANCE       Date of Incorporation Form of Government Area Total Fiscal Year 2018 Proposed Budget Taxable Property Valuation Proposed Fiscal Year 2018 Millage Rate Population 2017 2012 2007 16,119 13,937 14,288 Resident Statistics Median Age Median Income Average Home Sales Price (2016 Q1) 43.3 $100,474 $318,027 Industrial Distribution Services Finance, Insurance, Real Estate Retail Trade Public Administration Manufacturing Transportation, Utilities, Garbage Wholesale Trade Construction Forestry & Fishing 42% 11.7% 11.6% 9.9% 8.7% 6.6% 5.3% 2.3% 1.9% Business Tax Receipts 2016 2015 2014 2013 Total Debt Outstanding Refunding Revenue Notes (millions) Per Capita 1,983 1,999 1,773 2,032 3.187 198 July 6, 1973 Commission/Manager 9.9 Square Miles $ 34,320,574 $ 2,229,785,590 3.5895 Service Statistics Utilities (Active Accounts) Water Sewer Solid Waste Collection Accounts Residential Commercial Streets Paved (miles) Unpaved (miles) Street Lights Parks & Recreation Acreage Parks Community Centers Community Development Land Use Amendments/Rezonings License/Permit Reviews Building Development Total Permits Issued Construction Inspections Police Sworn Officers Civilians Reserve Officers Code Enforcement Fire Employees Emergency Calls Answered Medical Transports Fire Stations 5,290 3,024 5,173 255 66.05 2.46 1,135 39 9 3 15 962 2,432 4,127 43 22 3 1 47 4,620 1,959 2 vi   

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FY 2017 MILLAGE AND TAXABLE VALUES                                    MILLAGE AND TAXABLE VALUES    The preliminary taxable value was received from the Seminole County Property Appraiser on June 16, 2017. Taxable values were $2.26 billion, up 8.3% from last year.  At the proposed millage rate of 3.5895, ad valorem revenues would yield $7,714,789 budgeted at 95%.  Each 1/10th of a mill generates $214,927 in ad valorem taxes. HISTORICAL PERSPECTIVE FY 12 FY 13 FY 14 FY 15 Taxable Value (millions) $ 1,734.1 $ 1,720.8 $ 1,783.9 $ 1,855.7 % Change in Taxable Value New Construction Value (millions) Millage Rate (5.81%) $ 5.99 3.6355 (0.77%) $ 5.16 3.6355 3.67% $ 37.03 3.5895 4.02% $ 23.41 3.5895 Rolled-back Rate 3.8625 3.6552 3.5895 3.4747 Adjusted Rolled-back Rate 4.8898 4.9570 5.1280 5.0633 Majority Vote 4.9167 5.1786 5.2147 5.2228 Two-thirds Vote Maximum Rate 5.4084 5.6965 5.7362 5.7451 Property Tax Revenue (millions) $ 6.07 $ 6.03 $ 6.15 $ 6.33 FY 16 $ 1,982.6 6.84% $ 66.33 3.5895 3.4826 5.0832 5.1828 5.7011 $ 6.76 FY 17 Proposed FY18 $ 2,093.4 $ 2,262.4 5.52% 8.07% $ 38.89 $ 32.60 3.5895 3.5895 3.4658 5.0205 3.3628 4.8955 5.2088 5.0478 5.7297 5.5526 $ 7.14 $ 7.71 Rolled-back Rate = 3.3628. This is the rate which provides the same property tax revenue as the prior year plus tax revenue on new construction. This rate would yield ad valorem revenue of $7,227,550. Adjusted Rolled-back Rate = 4.8955. This is the tax proceeds with the prior year Majority Rate divided by the new year taxable value. This is used to calculate the new year Majority Rate and would yield $10,521,730. Majority Vote = 5.0478. This is the prior year Majority Rate plus the change in per capita Florida personal income which is reported each year by the Office of Economic and Demographic Research. Ad valorem revenues would be $10,849,063 and would require a majority vote to impose. Two-thirds Vote Maximum Rate = 5.5526. This is 110% of the Majority Rate and requires a two-thirds vote. Ad valorem revenues would be $11,934,012. vii   

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