TOWN OF LANTANA hundred thousandpound catches of fish were common. In the early 1900’s the gathering - and marketing of oysters became the leading industry. The Town of Lantana was

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TOWN OF LANTANA

FISCAL YEAR 2013/14 ANNUAL BUDGET

Town of Lantana Town Officials

Mayor

Mayor David J. Stewart (3/2015)

Council Members

Vice Mayor Tom Deringer (3/2014) Vice Mayor Pro Tem Dr. Lynn J. Moorhouse (3/2016)

Councilmember Philip J. Aridas (3/2014) Councilmember Malcolm Balfour (3/2016)

Town Manager Deborah S. Manzo

Town Clerk Crystal Gibson

Town Attorney Consulting Engineers Town Auditors Corbett, White & Davis, PA

Mathews Consulting Inc. Kimley-Horn & Associates.

Calvin, Giordano & Assoc. Inc.

Grau & Associates

Department Heads

Utilities Director ................................................................................................... Jerry Darr Public Works Director ........................................................................... Michael Greenstein Finance Director ........................................................................................... Stephen Kaplan Library Director ................................................................................................. Sid Patchett Police Chief ...................................................................................................... Sean Scheller Development Services Director .................................................................... David Thatcher

Budget Staff

Finance Director ........................................................................................... Stephen Kaplan Assistant Finance Director .......................................................................... Sharon Almeida

(561) 540-5000

www.lantana.org

TOWN OF LANTANA CITIZEN BOARDS AND COMMITTEES Many of the citizens of the Town of Lantana volunteer their time and expertise to serve on boards and committees. They play an integral part in shaping and preserving the quality of life that is uniquely Lantana.

FIREFIGHTER’S PENSION BOARD OF TRUSTEES

GENERAL EMPLOYEES PENSION BOARD

GREATER LANTANA SCHOOL COMMUNITY EDUCATION COUNCIL

NATURE PRESERVE COMMISSION

POLICE PENSION BOARD OF TRUSTEES

TOWN PLANNING COMMISSION

HISTORICAL SKETCH

The Town of Lantana is a coastal community in Palm Beach County, which still retains the charm of its origins as an old Florida fishing village. It is ranked 15th in population of the 38 municipalities in Palm Beach County and is noted as one of the oldest. The first settlers came after Congress passed the Armed Occupation Act in 1842 at the end of the Seminole Wars. One of the pioneer settlers, the Lyman family, is distinguished as the founders of the Town. M. B. Lyman brought his family to Lantana in 1888 and started several enterprises. He established a store, Indian Trading Post, and post office in 1889. As postmaster, Mr. Lyman named the post office as Lantana Point for the wild Lantana plant, which grew in abundance in the area. The “Point” was later dropped. One of the Lyman businesses was the Lantana Fish Company where one hundred thousand-pound catches of fish were common. In the early 1900’s the gathering and marketing of oysters became the leading industry. The Town of Lantana was incorporated in 1921 with twenty-two residents voting in the first election. At the time of incorporation, the area of Lantana was one square mile with a population of 100 residents. Today, the Town covers 2.79 sq. miles, and the year round population is 10,536 with a seasonal population of approximately 13,500.

TABLE OF CONTENTS

INTRODUCTION

How To Use This Document ………………………………. 1Town Manager’s Budget Message ……………………….……… 3Organizational Chart ……………………….……… 7Financial Management Policies ……………………….…….... 8Explanation of Budgetary Basis ……………………….……… 11 BUDGET SUMMARIES

Budget Summary ……………………….……… 13General Fund ………………………………. 14Water and Sewer Fund ……………………….……… 16Insurance Fund ……………………….……… 17Police Education Fund ………………………………. 18Grants Fund ………………………………. 19Revenues/Expenditures per F.S. 166.241(2) ………………………………. 20

ANALYSIS

Property Tax Analysis ………………………………. 22Where Your Taxes Go ………………………………. 24County-wide Proposed Millage Rates ………………………………. 26Certificate of Taxable Value (DR-420) ………………………………. 27Real Property by Category ………………………………. 31

DEPARTMENT SUMMARIES

Town Council ……………………….……… 35Administration ……………………….……… 38Finance ……………………….……… 43Legal ……………………….…….... 51Police ……………………….……… 52Development Services ……………………….……… 59Library ……………………….……… 64Utilities ……………………….……… 69Public Works ……………………………… 74Special Events ……………………….……… 81Non-Departmental ………………………………. 82

CAPITAL IMPROVEMENTS PROGRAM Capital Improvements Program Summary ……………………….……… 85 General Fund Capital ……………………….……… 88 Utility Fund Capital ……………………….……… 91 DEBT SCHEDULE Debt Schedule ……………………….……… 95 APPENDIX Resolution R-12-2013 Millage Rate ………………………………. 97 Resolution R-13-2013 Proposed Budget ………………………………. 99 GLOSSARY Glossary ……………………….……… 102

HOW TO USE THIS DOCUMENT

The FY 2014 Proposed Budget Document is organized into five sections - these are the Introduction, Budget Summaries, Department Summaries, Capital Improvements Program & Debt Service, and Appendix & Glossary. INTRODUCTION The Introduction begins with Budget Message from the Town Manager. The Financial Policies immediately follow this section, which are concurrently adopted with the budget to serve as a guide in preparation and administration of the budget. BUDGET SUMMARIES The Budget Summary section provides the reader with a quick overview of the Town’s FY 2014 Proposed Budget. This section includes summaries of revenues by category and expenditures by department for each of the Town’s five operating funds: General, Water and Sewer, Grants, Police Education, and Insurance. DEPARTMENT SUMMARIES This section presents the operating budgets for the following departments: Town Council, Administration, Finance, Legal, Police, Development Services, Library, Utilities, Public Works, Non-Departmental, and Special Events. Each of the cost centers, or activities, within each department are included in this section. Each departmental section includes the following: • Organizational Chart • Summary of Personnel • Departmental Description • Performance Measurements • FY 2014 Goals and Objectives • FY 2013 Achievements • Budget Category Summary • Budget Category Explanations CAPITAL IMPROVEMENT PROGRAM This section presents detailed descriptions of proposed capital purchases for each operating fund for FY 2014. Also included is a discussion of effects on operating costs and identification of funding sources.

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DEBT SERVICE This section presents a brief discussion of the Town’s debt policies, along with outstanding principal balances and current year debt service requirements for the 2006 Capital Improvement Bond (Sports Complex), the Series 1998 Water and Sewer Refunding Bond that was refinanced with a 2012 Series, the loan for the Road Resurfacing Program, and the 2003 loan for improvements to the water treatment plant. APPENDIX AND GLOSSARY This section presents miscellaneous information that the reader may find useful, the, Budget Resolution adopting the millage rate and budget, and the Glossary, which include definitions of terminology used throughout the document that may assist the reader in better understanding the budget.

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500 Greynolds Circle Lantana, FL 33462-4544

(561) 540-5000 Fax (561) 540-5009 www.lantana.org

Mayor David J. Stewart Council Members Philip J. Aridas Malcolm Balfour Tom Deringer Lynn J. Moorhouse, D.D.S. Town Manager Deborah S. Manzo “Lantana, an old Florida Community of Friends, Families, and Neighbors.”

September 10, 2013 The Honorable Mayor and Town Council Town of Lantana Lantana, FL 33462-4544 Honorable Mayor and Members of the Council: Pursuant to Article IV Section 5(e) of the Charter of the Town of Lantana, I hereby submit the proposed operating and capital budget for Fiscal Year 2013/14. As the Town’s financial and spending plan for the year, the adoption of the budget is probably one of the most important actions taken by the Council each year. It serves as a policy document which authorizes resources and establishes a plan and direction for our programs and services for the coming year as well as our capital improvement program. The Fiscal Year 2013/14 budget was prepared on the premise of allocating resources to achieve our mission to preserve Lantana’s hometown atmosphere through responsible government and quality service. Town staff continues to work diligently to improve efficiency in operations in order to provide quality services and programs. All aspects of the Town government continue to be evaluated for changes that will result in maximizing every dollar. Over the last several years, the Town has experienced tremendous loses in revenue. Property values have dropped from a high of $1.1 billion for Fiscal Year 2008 to the current proposed valuation of $689 million for this budget. During this period the Town’s tax rate has remained consistent which has resulted in significant reductions in property tax revenues. However, Fiscal Year 2014 is the first increase in values since Fiscal Year 2008. Unfortunately, other categories of revenue continue to shrink or are stagnant due to the current impact of economic conditions. The Town continues to be financially healthy and stable due to a conservative approach to government. Unassigned General Fund balance reserves are anticipated to be 43% of the Fiscal Year 2013/14 operating budget and exceed the Town’s adopted fund balance policy. The Utility Fund’s unrestricted reserves are anticipant to exceed $6.2 million by the end of fiscal year. The fund is healthy and prepared for the capital improvements the Town’s engineer has recommended.

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500 Greynolds Circle · Lantana, FL 33462-4544 · (561) 540-5000 · Fax (561) 540-5009 · www.lantana.org

The significant factors affecting the formulation of the Fiscal Year 2013/14 budget includes: General Fund 1. The Proposed Millage Rate is $3.2395 per thousand dollars of taxable value, which is an

increase of 1.2% compared to the roll-back rate of 3.2012. Anticipated property tax revenues for FY 14 are $2,120,450, which is up from FY 13’s revenue of $2,100,000 by $20,450. Property taxes are projected to account for 25.3% of anticipated revenues in the current fiscal year and remain relatively the same at 25.2% for the new fiscal year.

2. Received notification from the Palm Beach County Property Appraiser of a 1.6% increase in

the value of taxable property within the Town, from $678 million to $689 million. Based on the new property values, one mill generates revenues of approximately $654,530 (assuming a 95% collection rate).

3. Insurance Costs:

• General Liability and Workers Compensation Insurance – current market conditions are projecting 3% increases for general liability and 5% for workers compensation insurance.

• Health insurance (health and dental) costs are budgeted to cost the Town $908,400, a 4.2% increase to premiums. The Town requested policy quotes from six health care providers. Three responded with Aetna providing the lowest cost plan with the maximum benefit. Staff is recommending changes to both plans (HMO and PPO).

4. Police pension (defined benefit) has been projected to increase from 20.44% to 22.3% of

their covered payroll for 27 employees at a Town cost of $387,022, an increase of $27,641 over the 2012/13 budget.

5. General employees’ pension (defined contribution) is projected to remain at 7% with the

continuation of a match to the employees’ pension contribution up to 2% for a total of up to 9% paid by the Town. The budgeted cost for 57 employees is $201,520.

6. No Cost of Living Adjustment (COLA) has been included. 7. Merit increases that are linked to an employee’s annual evaluation from 0% - 2% to general

employees’ salaries is incorporated.

8. Management allowance continues to be suspended.

9. The budget includes the Police Department’s Career Development Program.

10. Department and position changes include the following: a. Changing department name from Finance and Administrative Service Department to

Finance Department; changing department name from Operations to Public Works; changing some position titles, reclassified one General Maintenance Worker to Project Coordinator and a Dispatcher to Communications Supervisor.

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500 Greynolds Circle · Lantana, FL 33462-4544 · (561) 540-5000 · Fax (561) 540-5009 · www.lantana.org

b. Reduction of positions: • One General Maintenance Worker in the Parks & Grounds division • Seven sanitation positions

c. Reestablishment of the Detectives Bureau division and transferring a sergeant and detective from the Services division.

d. Transferred responsibility of the Marine Safety division from Public Works to the Police Department in March 2013.

11. Request use of reserves in the amount of $293,288 (total capital costs are $425,100).

12. Capital purchases to be funded are listed below:

DESCRIPTION DEPARTMENTCAPITAL REQUEST

Replace two detective vehicles and related accessories Police 75,000 Portable printers for mobile units - three Police 1,350 Replacement computer for Investigator Police 1,750 Library Books Library 15,000 Bicentennial Park & Sportsmans Park improvements Public Works 25,000 Town-wide beautification Public Works 25,000 Development of N. Lake Drive park Public Works 169,000 Beach park improvements Public Works 113,000

425,100$

Utility Fund 1. Operating revenues are anticipated to slightly decrease by $23,370, or 0.5% due to reduced

consumption with the closing of the A. G. Holley Hospital. 2. Water and wastewater rates will increase by 0.7%. The overall impact of the rate adjustment

increases the Utility Fund’s anticipated revenue by $33,500. 3. Repayment of 2012 bonds and 2003 Water Treatment Plant debt is budgeted at $859,800. 4. One meter reader position was transferred from Public Works, Parks and Grounds

maintenance division.

5. Request use of reserves in the amount of $168,962 (total capital costs are $1,063,600). 6. Capital purchases to be funded are listed on the following page:

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TOWN OF LANTANA

ORGANIZATIONAL CHART

Citizens of Lantana

Town Council

Citizen AdvisoryBoards

ConsultingEngineers Legal

Town Manager

DevelopmentServicesFinance Library Public WorksPolice Utilities

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FINANCIAL MANAGEMENT POLICIES

Operating Budget Policies: The Town will pay for all current expenditures with current revenues and fund balance. The Town will avoid budgetary procedures that balance current expenditures at the expense of future years, such as postponing expenditures, underestimating expenditures, over estimating revenues, or utilizing short-term borrowing to balance the budget. The budget will provide for adequate maintenance and repair of capital assets and for their orderly replacement. The budget will provide for funding of the Police Defined Benefit Retirement Plan based on the annual actuarial report. The Town will maintain a budgetary control system to help it adhere to the budget. The Finance Department will ensure all departments have monthly expenditure and revenue reports available for their review for management purposes. In addition, the department will prepare quarterly financial statements for Council members. The Town will update expenditure projections for each fiscal year. Projections will include estimated operating costs of future capital improvements. Where possible, the Town will integrate performance measurement, service level, and productivity indicators within the budget. Enterprise Funds will be self-supporting for operating and capital expenses and receive no General Fund tax support. The Town will aggressively seek state and federal funds that are available for capital projects. Capital Improvement Program (CIP) Policies: The Town will enact an annual capital improvement budget based on the multi-year CIP. The Town will make all capital improvements in accordance with the adopted Capital Improvement Program. The Town will coordinate development of the CIP with development of the operating budget. Future operating costs associated with capital improvements will be projected and reported in the CIP and operating budget.

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The Town will identify the estimated acquisition and operating costs and potential funding sources for each capital improvement project proposal before submittal to the Town Council for approval. Debt Policies: The Town will confine long-term borrowing to capital improvement projects. When the Town finances capital projects by issuing debt, it will repay the debt within a period not to exceed the expected useful life of the project. Where possible, the Town will use revenue bonds instead of general obligation bonds. The Town will follow a policy of full disclosure on every financial report and bond prospectus. The Town will utilize the form of borrowing that is most cost effective, including not just interest expense, but all costs, including up front costs, administrative and legal expenses, and reserve requirements. Revenue Policies: The Town will maintain, as permitted by state law, a diversified revenue base to mitigate the effects of short-term fluctuations in any one revenue source. The Town will estimate its annual revenues by a conservative, objective, and analytical process. Annually, the Town will calculate the full direct costs of activities supported by user fees and consider such information when establishing user charges. Non-recurring revenues will be used only to fund non-recurring expenditures. Reserve Policies: The Town’s fund balance policy was adopted by the Town Council on August 22, 2011 and revised on February 27, 2012 through Resolution No. R-01-2012 which explains the fund balance policy in further detail. Additionally, on March 12, 2012 through Ordinance No. O-04-2012, the Town Council established a $3.3 million committed fund balance. The amount stems from $2,900,000 received in 1997 from town property which was sold, and in 2005, $400,000 was received from insurance proceeds which makes up the total committed fund balance.

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Investment Policies: Disbursement, collection and deposit of all funds will be appropriately scheduled to ensure the timely payment of expenditures and investment of funds. The accounting system will provide regular information concerning cash positions and investment performance. Accounting, Auditing and Financial Reporting Policies: The accounting system will maintain records on a basis consistent with Generally Accepted Accounting Principles applicable to local government. Quarterly and annual financial reports will present a summary of financial activity by major types of funds. In accordance with state law, an independent accounting firm will perform an annual audit of the financial statements of the Town and will publicly issue an opinion thereon. Purchasing Policies: Purchases will be made in accordance with all federal, state, and municipal requirements. If there are no specific requirements, purchases will be made in the best interest of the Town. Purchases will be made in an impartial, economical, competitive, and efficient manner. Purchases will be made from the lowest priced and most responsible vendor. Qualitative factors such as vendor reputation, financial condition, quality of product, and timeliness of delivery will be considered as much as price when making purchasing decisions.

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EXPLANATION OF BUDGETARY BASIS

The Town maintains a number of funds, with the General Fund as the main operating fund of the Town. The other budgeted funds are either governmental or proprietary in nature. The Police Forfeiture Fund is not budgeted per Florida Statute Section 932.7055(9). Governmental funds, including the general and special revenue funds, are budgeted using the modified accrual basis of accounting. Revenue and other governmental fund financing sources are recognized in the accounting period when they become susceptible to accrual - that is, when they become both "measurable" and "available" to finance expenditures of the current fiscal period. Utility and franchise taxes, registration fees, permits, fines and forfeitures, charges for services (except those that are measurable) and miscellaneous revenue are recorded as revenue when cash is received because they are generally not measurable until actually received. Investment earnings are recorded as earned since they are measurable and available. Grant revenues are usually of the cost-reimbursement nature and are driven by expenditures of the Town. Property tax revenues are recognized when they become available. Available means when due or past due, and receivable and collected generally within 60 days after year-end. Property taxes are assessed as of January 1, based upon taxable value of properties within the Town as set annually by the Palm Beach County Property Appraiser. The property taxes are levied on October 1 of each year; tax bills are mailed November 1 and are delinquent on the 31st of the following March. Taxes not paid are declared delinquent and tax certificates paid after September 30 are recorded as delinquent tax revenue in the fiscal year received. Taxes are not paid in advance. Governmental expenditures are generally recognized under the modified accrual basis of accounting when the related fund liability is incurred. Exceptions to this general rule include: (1) accumulated unpaid vacation and sick pay, which are not accrued; and (2) principal and interest on general long-term debts, which are recognized when due. The Town operates one proprietary fund, the Water and Sewer Utility Fund (“Utility”). For financial statement purposes, proprietary funds are accounted for using the full accrual basis of accounting. The Utility is intended to be a self-contained entity, much like in the private-sector. Revenue is recognized when earned, and expenses are recognized when they are incurred. Utility receivables not billed are estimated and recorded at year-end. For budgetary purposes, these funds are presented on the cash basis, i.e., depreciation and amortization are not budgeted while capital purchases and debt service payments are budgeted. The Town maintains budgetary controls at the object of expenditure level by the encumbrance of estimated purchase amounts or contracts. Open encumbrances are closed as of September 30th and new encumbrances are established in the new fiscal year. Adjusting the budget within a department is completed through internal (administrative) budget amendments. However, a resolution shall be adopted by the Town Council for any interdepartmental budget modifications or if the department’s overall budget is increased.

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FUNDBEGINNING BALANCE

REVENUES/ SOURCES

EXPENDITURES/ USES

ENDING BALANCE

GENERAL FUND 7,201,518$ 8,431,798$ 8,725,086$ 6,908,230$

ENTERPRISE FUNDS

Water & Sewer 10,565,877 4,972,876 5,141,838 10,396,915

TOTAL 10,565,877$ 4,972,876$ 5,141,838$ 10,396,915$

INTERNAL SERVICE FUNDS

Insurance Fund 850,166 397,320 397,320 850,166

TOTAL 850,166$ 397,320$ 397,320$ 850,166$

SPECIAL REVENUE FUNDS

Police Education Fund 14,831 3,851 - 18,682 Grants Fund - 38,700 38,700 -

TOTAL 14,831$ 42,551$ 38,700$ 18,682$

GRAND TOTAL 18,632,392$ 13,844,545$ 14,302,944$ 18,173,993$

FISCAL YEAR 2014 BUDGET SUMMARY

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FUND NUMBER 001 ESTIMATED AMENDEDACTUAL ACTUAL ACTUAL BUDGET BUDGET %FY 2011 FY 2012 FY 2013 FY2013 FY 2014 CHANGE

BEGINNING BALANCES 9,933,063$ 9,359,576$ 8,348,051$ 8,348,051$ 7,201,518$ -14%

REVENUES/SOURCES

PROPERTY TAXES - CURRENT 2,317,793 2,244,532 2,177,823 2,100,000 2,121,000 1%PROPERTY TAXES - DISCOUNT (77,800) (75,003) (73,494) - N/APROPERTY TAXES - DELINQUENT 24,614 11,555 12,000 20,000 12,000 -40%1ST LOCAL OPTION FUEL TAX - 179,398 177,357 180,386 177,357 -2%2ND LOCAL OPTION FUEL TAX - 84,563 81,966 84,123 81,966 -3%INSURANCE PREM-PD PENSION 81,401 - - - N/AELECTRICITY - FRANCHISE 673,526 628,615 598,325 654,158 600,325 -8%GAS - FRANCHISE 13,305 10,492 9,884 12,000 12,000 0%COMMERCIAL SOLID WASTE FEE - - 8,000 - 10,000 N/ACOMMERCIAL SOLID WASTE FRANCHISE - - 6,000 - 8,000 N/ARESIDENTIAL SOLID WASTE FEE - - - - 291,816 N/ARESIDENTIAL SOLID WASTE FRANCHISE - - - - 57,455 N/AELECTRICITY - UTILITY TAX 700,642 704,225 727,821 713,990 727,821 2%WATER - UTILITY TAX 235,481 233,395 234,736 233,955 233,336 0%GAS - UTILITY TAX 50,781 49,149 47,611 51,908 47,611 -8%COMMUNICATION SERVICE TAX 332,588 329,829 304,065 325,605 293,000 -10%BUSINESS SERVICE TAX 191,427 199,839 214,145 200,329 212,145 6%PENALTY ON BUSINESS SRVC TAX 5,276 4,829 5,328 4,957 5,328 7%BUILDING PERMITS 139,438 267,408 267,896 156,258 200,716 28%SOLID WASTE SPECIAL ASSESSMENT - - - - 589,283 N/APERMIT SURCHARGE-TRAINING 11,222 27,492 687 1,000 687 -31%OTHER BLDG & ZONING FEES 17,739 30,513 34,020 23,085 31,020 34%US DOJ VEST GRANT - - - - 1,800 N/AFEMA REIMB.-FEDERAL - - 2,868 - N/AFEMA REIMB.-STATE - - 478 - N/AFL LIBRARY COOP 3,815 4,035 4,295 3,500 4,000 14%STATE REVENUE SHARING 290,375 321,707 297,408 297,000 312,000 5%MOBILE HOME LICENSES 22,770 23,267 22,603 21,251 22,603 6%ALCOHOLIC BEVERAGE LIC. 11,069 11,466 11,100 11,020 11,100 1%HALF CENT SALES TAX 628,516 680,303 713,000 669,500 725,000 8%COUNTY 911 REIMBURSEMENT 52,571 31,592 21,212 20,365 22,000 8%F.I.N.D. GRANT - - - - 104,000 N/ACOUNTY BUSINESS SRVC TAX 23,050 26,201 23,324 26,296 23,324 -11%SWA SHARED REVENUE-RECYCLING 39,981 26,498 23,589 31,595 23,589 -25%CHARTER SCHOOL 14,954 - 7,986 - 8,098 N/AALARM FEES 1,540 1,290 2,105 1,792 2,105 17%POLICE REIMBURSABLE DUTY 124,404 117,350 111,000 102,600 108,000 5%HYPOLUXO INTERLOCAL 471,027 494,578 519,307 519,307 545,272 5%SOUTH PALM INTERLOCAL 51,820 53,478 54,708 54,920 55,802 2%MANATEE PATROL - - - - 20,000 N/AJR. LIFEGUARD PROGRAM - - - - 3,000 N/ASANITATION COLLECTION FEE 744,751 763,368 733,198 761,625 - -100%SPECIAL TRASH REVENUE 10,710 7,515 7,998 5,858 - -100%RECYCLING REVENUE 104,442 106,096 73,047 105,816 - -100%BEACH METERED PARKING 211,280 174,565 141,883 105,000 110,000 5%BEACH DECALS 17,530 14,290 10,840 9,000 15,750 75%BOAT TRAILER DECALS 9,660 6,615 3,906 5,736 6,750 18%NATURE PRESERVE MAINT 48,397 49,734 50,673 50,480 51,433 2%COURT FINES 19,690 13,782 15,967 14,415 15,967 11%PARKING VIOLATIONS 92,718 37,618 40,085 35,000 34,073 -3%CODE VIOLATIONS 70,098 84,043 66,000 50,000 55,000 10%INTEREST INCOME 24,583 16,513 11,445 11,080 11,445 3%NET +/- OF INVESTMENT FMV 12,826 22,472 - - N/ADUNE DECK 25,033 25,784 26,553 26,553 27,351 3%

ANALYSIS OF REVENUES/SOURCESAND EXPENDITURES/USES

GENERAL FUND

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GENERAL FUND

SPRINT TOWER 52,266 58,048 61,286 61,044 61,982 2%FIRE STATION 63,800 63,800 63,800 63,800 63,800 0%TOWN PARKS - 272,500 327,000 327,000 54,500 -83%SALE OF EQUIPMENT 12,740 - 7,181 6,000 150,000 2400%SPECIAL EVENT DONATIONS - - 1,500 - - N/ALIBRARY DONATIONS 4,459 3,000 2,000 - - N/AOTHER CONTRIB/DONATIONS 200 11,400 150 - 20,000 N/AMISCELLANEOUS REVENUES 46,650 42,744 47,688 38,660 45,188 17%INSURANCE REIMBURSEMENTS - 110,705 23,330 4,512 - -100%FUEL TAX REIMBURSEMENT - - 2,500 - 4,000 N/ATRANSFER FROM OTHER FUNDS 65,371 862,550 - - - N/AAPPROPRIATED FUND BALANCE - - - 99,670 -100%CARRYFORWARD - - - 1,072,793 -100%

TOTAL REVENUES 8,090,529$ 9,469,738$ 8,367,183$ 9,374,942$ 8,431,798$ -10%

EXPENSES/USESLegislative 85,554 77,262 78,480 74,820 114,843 53%Administration 182,972 178,499 188,559 184,068 191,226 4%Finance 307,279 283,481 334,475 331,641 333,180 0%Legal 145,630 156,695 163,536 163,534 156,275 -4%Police 3,608,965 3,467,616 3,764,053 3,738,212 4,163,611 11%Development Services 598,175 507,754 595,182 605,680 603,010 0%Public Works 1,864,695 2,133,836 2,235,751 2,167,440 1,993,926 -8%Library 164,061 140,868 144,158 149,047 158,635 6%Utilities Department 135,567 - - - - N/ASpecial Events 2,871 43,005 47,500 47,500 66,030 39%Non-Departmental 31,161 58,174 218,311 166,522 88,550 -47%Debt Service 121,958 429,534 430,150 430,150 430,700 0%Capital 1,176,328 3,004,539 1,313,561 1,316,328 425,100 -68%Transfers Out 238,800 - - - - N/A

TOTAL EXPENDITURES 8,664,016$ 10,481,263$ 9,513,716$ 9,374,942$ 8,725,086$ -7%

Excess revenues over (under) expenditures (573,487) (1,011,525) (1,146,533) - (293,288) N/A

ENDING BALANCES

Nonspendable 11,456 11,170 11,170 11,170 11,170 0%Committed - 3,300,000 3,300,000 3,300,000 3,300,000 0%Assigned 4,059,177 1,172,463 - 1,146,533 - -100%Unassigned 5,288,943 3,864,418 3,890,348 3,890,348 3,597,060 -8%

Fund Balance, End of Year 9,359,576$ 8,348,051$ 7,201,518$ 8,348,051$ 6,908,230$ -17%

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BEGINNING BALANCE 10,522,135$ 11,263,064$ 11,680,232$ 11,680,232$ 10,565,877$ -10%

REVENUES/SOURCES

Charges For Services 4,992,870 5,016,469 4,783,431 4,847,132 4,816,915 -1%Miscellaneous 13,704 21,821 9,570 2,750 5,870 113%Other Sources 199,589 37,818 1,512,677 2,916,909 150,091 -95%

TOTAL REVENUES 5,206,163$ 5,076,108$ 6,305,678$ 7,766,791$ 4,972,876$ -36%

EXPENSES/USES

Legislative 57,124 51,227 52,865 49,880 75,659 52%Administration 158,591 157,378 165,689 161,069 169,245 5%Finance 486,835 454,998 509,312 562,397 528,634 -6%Legal 67,736 62,862 83,607 83,605 42,820 -49%Utilities Department 3,037,993 3,299,230 2,335,950 2,490,748 2,310,555 -7%Public Works 79,590 72,158 78,607 77,428 73,988 -4%Non-Departmental 33,130 46,468 11,218 11,250 16,887 50%Capital - - 3,256,793 3,257,036 1,063,600 -67%Debt Service 544,235 514,619 925,992 1,073,378 860,450 -20%

TOTAL EXPENDITURES 4,465,234$ 4,658,940$ 7,420,033$ 7,766,791$ 5,141,838$ -34%

NET INCOME (LOSS) 740,929 417,168 (1,114,355) - (168,962) N/A

ENDING BALANCES

Designated/Reserved/Restricted 3,624,500 4,149,491 4,149,491 4,149,491 4,149,491 0%Undesignated/Unrestricted 7,638,564 7,530,741 6,416,386 7,530,741 6,247,424 -17%

NET ASSETS, END OF YEAR 11,263,064$ 11,680,232$ 10,565,877$ 11,680,232$ 10,396,915$ -11%

ANALYSIS OF REVENUES/SOURCESAND EXPENDITURES/USESWATER AND SEWER FUND

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BEGINNING BALANCE 780,069$ 847,267$ 850,166$ 850,166$ 850,166$ 0%

REVENUES/SOURCES

Charges For ServicesCharges For Insurance 412,109 342,622 355,435 397,743 397,320 0%

TOTAL REVENUES 412,109$ 342,622$ 355,435$ 397,743$ 397,320$ 0%

EXPENDITURES/USES

Workers Compensation 122,214 128,550 115,264 130,665 144,240 10%General Liability 191,580 183,708 206,451 233,358 221,970 -5%Other Insurance 31,117 27,465 33,720 33,720 31,110 -8%Designated for Deductibles - - - - - N/A

TOTAL EXPENDITURES 344,911$ 339,723$ 355,435$ 397,743$ 397,320$ 0% Net Income (Loss) 67,198 2,899 - - - N/A

ENDING BALANCES

Designated/Reserved 847,267 850,166 850,166 850,166 850,166 0%Undesignated - - - - - N/A

NET ASSETS, END OF YEAR 847,267$ 850,166$ 850,166$ 850,166$ 850,166$ 0%


INSURANCE FUND

- 17 -


BEGINNING BALANCE 10,323$ 11,121$ 12,680$ 12,680$ 14,831$ 17%

REVENUES/SOURCES

Fines & ForfeituresCourt fines 2,671 2,949 2,800 1,890 2,800 48%Parking violations 2,008 978 1,351 871 1,051 21%Use of Fund Balance - - - - - N/A

TOTAL REVENUES 4,679$ 3,927$ 4,151$ 2,761$ 3,851$ 39%

EXPENDITURES/USES

Training 3,881 2,368 2,000 4,600 - -100%

TOTAL EXPENDITURES 3,881$ 2,368$ 2,000$ 4,600$ -$ -100%

Excess revenues over (under) expenditures 798 1,559 2,151 (1,839) 3,851 -309%

DESIGNATED FUND BALANCE, END OF YEAR 11,121$ 12,680$ 14,831$ 10,841$ 18,682$ 72%

ANALYSIS OF REVENUES/SOURCESAND EXPENDITURES/USESPOLICE EDUCATION FUND

- 18 -


BEGINNING BALANCE -$ -$ (1,376,767)$ (1,376,767)$ -$ -100%

REVENUES/SOURCES

Intergovernmental Task Force 37,800 36,900 38,700 38,700 38,700 0%Justice Assistance Grants 6,348 4,182 3,695 3,695 - -100%PBC Interlocal - 259,710 259,710 - -100%COPS Rehiring Grant 136,725 139,983 4,666 5,000 - -100%ARRA DOJ JAG/Byrne Grant 3,408 1,598 25,790 30,221 - -100%ARRA Green Energy Grant 189,681 - - N/AARRA EECBG 26,790 124,744 1,376,767 - N/APACE 51,000 - N/A

TOTAL REVENUES 451,752$ 307,407$ 1,709,328$ 337,326$ 38,700$ -89%

EXPENDITURES/USES

Development Services 115,591 1,538,413 38,700 38,700 38,700 0%Police 144,466 145,761 34,151 38,916 - -100%Capital 191,695 259,710 259,710 - -100%

TOTAL EXPENDITURES 451,752$ 1,684,174$ 332,561$ 337,326$ 38,700$ -89%

Excess revenues over (under) expenditures - (1,376,767) 1,376,767 - - N/A

ENDING BALANCES

Designated/Reserved - (1,376,767) - (1,376,767) - -100%Undesignated - - - - - N/A

FUND BALANCE, END OF YEAR -$ (1,376,767)$ -$ (1,376,767)$ -$ -100%


GRANTS FUND

- 19 -

Account Code General SpecialRevenue

Enterprise InternalService

Total

311000 - Ad Valorem Taxes 2,133,000 2,133,000 312410 - First Local Option Fuel Tax 177,357 177,357 312420 - Second Local Option Fuel Tax 81,966 81,966 314100 - Utility Service Tax - Electricity 727,821 727,821 314300 - Utility Service Tax - Water 233,336 233,336 314400 - Utility Service Tax - Gas 47,611 47,611 315000 - Communications Service Tax (Chapter 202) 293,000 293,000 316000 - Local Business Tax (Chapter 205) 212,145 212,145 322000 - Building Permits 200,716 200,716 323100 - Franchise Fee - Electricity 600,325 600,325 323400 - Franchise Fee - Gas 12,000 12,000 323700 - Franchise Fee - Solid Waste 367,271 367,271 325200 - Special Assessment - Solid Waste 589,283 589,283 329000 - Other Permits, Fees & Special Assessments 37,035 37,035 331200 - Federal Grant - Public Safety 1,800 1,800 334700 - State Grant - Culture/Recreation 4,000 4,000 335120 - State Revenue Sharing - Proceeds 312,000 312,000 335140 - State Revenue Sharing - Mobile Home Licenses 22,603 22,603 335150 - State Revenue Sharing - Alcoholic Beverage Licenses 11,100 11,100 335180 - State Revenue Sharing - Local Government Half-CentS l

725,000 725,000 337200 - Local Government Unit Grant - Public Safety 22,000 22,000 337400 - Local Government Unit Grant - Transportation - 337700 - Local Government Unit Grant - Culture/Recreation 104,000 104,000 338000 - Shared Revenue From Other Local Units 46,913 46,913 339000 - Payments From Other Local Units In Lieu Of Taxes 8,098 8,098 341200 - Internal Service Fund Fees and Charges 397,320 397,320 342100 - Service Charge - Law Enforcement Services 734,179 734,179 343300 - Service Charge - Water Utility 2,486,211 2,486,211 343400 - Service Charge - Garbage/Solid Waste - - 343500 - Service Charge - Sewer/Wastewater Utility 2,359,779 2,359,779 343600 - Service Charge - Water/Sewer Combination Utility 112,711 112,711 344500 - Service Charge - Parking Facilities 132,500 132,500 345900 - Service Charge - Other Economic EnvironmentCh

38,700 38,700 347200 - Service Charge - Parks and Recreation 51,433 51,433 347500 - Service Charge - Special Recreation Facilities - 351100 - Judgments and Fines - As Decided by County CourtC i i l

15,967 2,800 18,767 354000 - Fines - Local Ordinance Violation 89,073 1,051 90,124 361100 - Interest 11,445 - 7,305 18,750 361200 - Dividends - 361300 - Net Increase (Decrease) in Fair Value of Investments - 361400 - Gain (Loss) on Sale of Investments - 362000 - Rents and Royalties 207,633 207,633 364000 - Disposition of Fixed Assets 150,000 150,000 366000 - Contributions and Donations from Private Sources 20,000 20,000 368000 - Pension Fund Contributions - 369900 - Other Miscellaneous Revenues 49,188 6,870 56,058 381000 - Inter-Fund Group Transfers In - 389900 - Appropriated Fund Balance/Net Assets 293,288 - 168,962 462,250 Grand Total 8,725,086 42,551 5,141,838 397,320 14,306,795

FISCAL YEAR 2013/14REVENUE DETAIL

PURSUANT TO FLORIDA STATUTE 166.241(2)

- 20 -

Account/Object Code General SpecialRevenue

Enterprise InternalService

Total

511.10 - Legislative - Personal Services 64,490 64,490 511.30 - Legislative - Operating Expenses 50,353 50,353 512.10 - Executive - Personal Services 156,805 156,805 512.30 - Executive - Operating Expenses 34,421 34,421 512.60 - Executive - Capital Outlay - 513.10 - Financial and Administrative - Personal Services 244,700 244,700 513.30 - Financial and Administrative - Operating Expenses 88,480 88,480 513.60 - Financial and Administrative - Capital Outlay - 514.10 - Legal Counsel - Personal Services 12,740 12,740 514.30 - Legal Counsel - Operating Expenses 143,535 143,535 517.70 - Debt Service Payments - Debt Service 122,200 122,200 519.10 - Other General Governmental Services - Personal Services - 175,350 175,350 519.30 - Other General Governmental Services - OperatingE

87,550 221,970 309,520 519.80 - Other General Governmental Services - Grants and Aids 1,000 1,000 521.10 - Law Enforcement - Personal Services 3,441,850 3,441,850 521.30 - Law Enforcement - Operating Expenses 431,405 431,405 521.60 - Law Enforcement - Capital Outlay 78,100 78,100 521.60 - Law Enforcement - Other Uses 3,851 3,851 524.10 - Protective Inspections - Personal Services 461,920 461,920 524.30 - Protective Inspections - Operating Expenses 141,090 38,700 179,790 524.60 - Protective Inspections - Capital Outlay - 529.10 - Other Public Safety - Personal Services 272,420 272,420 529.30 - Other Public Safety - Operating Expenses 17,936 17,936 529.60 - Other Public Safety - Capital Outlay - 534.10 - Garbage/Solid Waste Control Services - PersonalS i

- 534.30 - Garbage/Solid Waste Control Services - OperatingE

622,156 622,156 536.10 - Water-Sewer Combination Services - Personal Services 1,416,786 1,416,786 536.30 - Water-Sewer Combination Services - Operating Expenses 1,801,002 1,801,002 536.60 - Water-Sewer Combination Services - Capital Outlay 1,063,600 1,063,600 536.70 - Water-Sewer Combination Services - Debt Service 860,450 860,450 539.10 - Other Physical Environment - Personal Services 389,473 389,473 539.30 - Other Physical Environment - Operating Expenses 159,107 159,107 539.60 - Other Physical Environment - Capital Outlay - 541.10 - Road and Street Facilities - Personal Services 160,590 160,590 541.30 - Road and Street Facilities - Operating Expenses 257,518 257,518 541.60 - Road and Street Facilities - Capital Outlay 113,000 113,000 541.70 - Road and Street Facilities - Debt Service 308,500 308,500 571.10 - Libraries - Personal Services 108,530 108,530 571.30 - Libraries - Operating Expenses 50,105 50,105 571.60 - Libraries - Capital Outlay 15,000 15,000 572.10 - Parks and Recreation - Personal Services 219,280 219,280 572.30 - Parks and Recreation - Operating Expenses 185,802 185,802 572.60 - Parks and Recreation - Capital Outlay 219,000 219,000 574.30 - Special Events - Operating Expenses 66,030 66,030 581.90 - Inter-Fund Group Transfers Out - Other Uses - Grand Total 8,725,086 42,551 5,141,838 397,320 14,306,795

FISCAL YEAR 2013/14EXPENDITURE DETAIL

PURSUANT TO FLORIDA STATUTE 166.241(2)

- 21 -

PROPERTY ASSESSMENT ANALYSIS

Gross Taxable Value for Fiscal Year 2013/14 688,978,127$ Adjusted Gross Taxable Value for Fiscal Year 2012/13 678,145,600

Total increase in Gross Taxable Value 10,832,527$

Percentage Increase over Prior Fiscal Year 1.6%

Details of Increase/(Decrease):New Construction 2,720,876$ 0.4%Market conditions 8,111,651 1.2%

10,832,527$ 1.6%


Total increase in Gross Taxable Value (11,479,610)$

Percentage Increase over Prior Fiscal Year -1.7%

Details of Increase/(Decrease):New Construction 2,639,469$ 0.4%Market conditions (14,119,079) -2.0%

(11,479,610)$ -1.7%





(20,568,973)$ -2.9%





(144,045,364)$ -16.6%

- 22 -

ESTIMATED CHANGE IN PROPERTY TAX The schedule below shows the estimated property tax paid to the Town for fiscal year 2012/13 and 2013/14. The proposed millage rate is 3.2395 which is the same as FY 2012/13. The example is one where the property owner homesteads the property and has Save Our Homes savings whereby the taxable value is less than the appraised value. The two areas analyzed are single-family homes and condominiums. The current year’s assessed values are the average amounts per category, which were provided by the Palm Beach County Property Appraiser. The proposed value is based on the current year plus 1.7% as determined by Florida Statute. A frequently asked question has been, “How is it possible that my market value dropped from last year, but my assessed value increased?” This answer comes from an administrative code that requires the assessed value of a property to be increased when the current year’s market value exceeds the prior year’s assessed value. Of the 38 municipalities in Palm Beach County, the Town is 17th when comparing the combined TOTAL proposed millage rates of all authorities, according to the Property Appraiser.

FY 12/13 FY 13/14 Tax Change % Change

Single FamilyAssessed Value* 164,931 167,735 Homestead Exemption (50,000) (50,000)

Taxable Value 114,931 117,735

Millage Rate 3.2395 3.2395

Property Tax 372 381 9 2%

CondominiumAssessed Value 77,499 78,816 Homestead Exemption (50,000) (50,000)

Taxable Value 27,499 28,816

Millage Rate 3.2395 3.2395

Property Tax 89 93 4 5%

* For properties that are homesteaded; the 2013/14 Save Our Homes cap is 1.7%

- 23 -

WHERE YOUR TAX DOLLARS GO Using the total taxable value for fiscal year 2013/14 of $688,978,127, the chart below illustrates the approximate total levy of $14,810,825 for all Town of Lantana taxpayers and how the money is allocated across the taxing authorities. Please note that Florida Inland Navigation District’s tax value is actually 0.0345% of the total which rounds down to zero.

Palm Beach County Schools

$5,226,588

36%

Palm Beach County$3,434,694

23%

Fire/Rescue$2,382,555

16%

Town of Lantana$2,231,945

15%

Health Care District$744,096

5%

Children's Services$484,007

3%

South Florida WMD

$283,170

2%

Florida Inland Navigation District

$23,770

0%

$14,810,825

- 24 -

WHERE YOUR TAX DOLLARS GO (continued) Below are three comparisons for a property with a taxable value of $100,000, $200,000, and $300,000, respectively.

Taxing AuthoritiesTaxable Value

Tax Rate / $1,000

2013/14 Total Tax

Palm Beach County Schools $100,000 X 7.5860 $759 Palm Beach County $100,000 X 4.9852 $499 Fire/Rescue $100,000 X 3.4581 $346

Town of Lantana $100,000 X 3.2395 $324 Health Care District $100,000 X 1.0800 $108 Children's Services $100,000 X 0.7025 $70 South Florida WMD $100,000 X 0.4110 $41 Florida Inland Navigation District $100,000 X 0.0345 $3

Total Millage $100,000 X 21.4968 $2,150


Tax Rate / $1,000

2013/14 Total Tax

Palm Beach County Schools $200,000 X 7.5860 $1,517 Palm Beach County $200,000 X 4.9852 $997 Fire/Rescue $200,000 X 3.4581 $692


Total Millage $200,000 X 21.4968 $4,299


Tax Rate / $1,000

2013/14 Total Tax

Palm Beach County Schools $300,000 X 7.5860 $2,276 Palm Beach County $300,000 X 4.9852 $1,496 Fire/Rescue $300,000 X 3.4581 $1,037


Total Millage $300,000 X 21.4968 $6,449

Tax Bill Comparison 2013/14: $100,000 Taxable Value



- 25 -

COMBINED PROPOSED MILLAGE RATES FOR ALL TAXING AUTHORITIES

Palm Beach County 2013 Proposed Millage Rates

Taxing District Codes County or Municipality

Total Tax Rate

Taxing District Codes County or Municipality

Total Tax Rate

00071 - 00077 Unincorporated 18.8638 32461 - 32467 Jupiter Inlet Beach Colony 21.4921 00111 - 00117 Unincorporated 18.8638 34521 - 34527 Lake Clarke Shores 25.1436 00141 - 00147 Unincorporated 19.0002 36401 - 36407 Lake Park 25.4392 00161 - 00167 Unincorporated 19.8314 38452 - 38457 Lake Worth 23.7518 00171 - 00177 Unincorporated 18.8638 40533 - 40537 Lantana 21.4968 00191 - 00197 Unincorporated 18.8638 41486 - 41987 Loxahatchee Groves 20.0638 00201 - 00207 Unincorporated 18.8638 42981 - 42987 Manalapan 17.7992 00221 - 00227 Unincorporated 18.8638 44401 - 44407 Mangonia Park 25.2057 00281 - 00287 Unincorporated 18.8638 46981 - 46987 Ocean Ridge 20.9057 00351 - 00357 Unincorporated 18.8638 48481 - 48486 Pahokee 25.4057 00361 - 00367 Unincorporated 18.8638 50411 - 50417 Town of Palm Beach 18.0504 00591 - 00597 Unincorporated 18.8638 50447 - 50447 Town of Palm Beach 18.0504 00601 - 00607 Unincorporated 18.8638 52401 - 52407 Palm Beach Gardens 21.3194 52461 - 52467 Palm Beach Gardens 21.4558 02981 - 02987 Atlantis 23.3057 52981 - 52987 Palm Beach Gardens 21.3194 04481 - 04486 Belle Glade 25.4057 54401 - 54407 Palm Beach Shores 21.7557 06151 - 06157 Boca Raton 19.4893 56401 - 56407 Riviera Beach 23.7972 08981 - 08987 Boynton Beach 22.6992 58486 - 58487 South Bay 25.1727 09981 - 09987 Briny Breezes 25.4057 60461 - 60467 Tequesta 21.5921 10521 - 10527 Cloud Lake 18.8638 62521 - 62524 South Palm Beach 23.1812 12981 - 12987 Delray Beach 22.5991 66981 - 66987 Village of Golf 22.3008 14521 - 14527 Glenridge 18.8638 68401 - 68407 North Palm Beach 22.0822 18981 - 18987 Greenacres 20.8341 70452 - 70453 Palm Springs 22.8690 20981 - 20987 Gulf Stream 18.4992 72481 - 72487 Royal Palm Beach 20.7838 22481 - 22487 Haverhill 23.1138 73481 - 73487 Wellington 21.3638 24981 - 24987 Highland Beach 19.6046 74401 - 74407 West Palm Beach 24.3412 26981 - 26987 Hypoluxo 19.3057 74981 - 74987 West Palm Beach 24.3412 28471 - 28477 Juno Beach 21.8788 84401 - 84407 West Palm Beach - DDA 26.3412 30571 - 30577 Jupiter 20.4360 88981 - 88987 Delray Beach - DDA 23.5991

- 26 -

CERTIFICATION OF TAXABLE VALUEDR-420 R. 5/12

Rule 12D-16.002 Florida Administrative Code

Effective 11/12

Year : County :

Principal Authority : Taxing Authority :

SECTION I : COMPLETED BY PROPERTY APPRAISER1. Current year taxable value of real property for operating purposes $ (1)

2. Current year taxable value of personal property for operating purposes $ (2)

3. (3)Current year taxable value of centrally assessed property for operating purposes $

4. (4)Current year gross taxable value for operating purposes (Line 1 plus Line 2 plus Line 3) $

5. (5)Current year net new taxable value (Add new construction, additions, rehabilitative improvements increasing assessed value by at least 100%, annexations, and tangible personal property value over 115% of the previous year's value. Subtract deletions.)

$

6. (6)Current year adjusted taxable value (Line 4 minus Line 5) $

7. (7)$Prior year FINAL gross taxable value from prior year applicable Form DR-403 series

8. (8)Does the taxing authority include tax increment financing areas? If yes, enter number of worksheets (DR-420TIF) attached. If none, enter 0

Number

9. (9)NumberDoes the taxing authority levy a voted debt service millage or a millage voted for 2

years or less under s. 9(b), Article VII, State Constitution? If yes, enter the number of DR-420DEBT, Certification of Voted Debt Millage forms attached. If none, enter 0

SIGN HERE

Property Appraiser Certification I certify the taxable values above are correct to the best of my knowledge.

Signature of Property Appraiser : Date :

SECTION II : COMPLETED BY TAXING AUTHORITYIf this portion of the form is not completed in FULL your taxing authority will be denied TRIM certification and

possibly lose its millage levy privilege for the tax year. If any line is not applicable, enter -0-.

10. Prior year operating millage levy (If prior year millage was adjusted then use adjusted millage from Form DR-422) (10)per $1,000

11. (11)Prior year ad valorem proceeds (Line 7 multiplied by Line 10, divided by 1,000) $

12. (12)$Amount, if any, paid or applied in prior year as a consequence of an obligation measured by a dedicated increment value (Sum of either Lines 6c or Line 7a for all DR-420TIF forms)

13.

14.

(13)

(14)

Adjusted prior year ad valorem proceeds (Line 11 minus Line 12) $

$Dedicated increment value, if any (Sum of either Line 6b or Line 7e for all DR-420TIF forms)

15. (15)$Adjusted current year taxable value (Line 6 minus Line 14)

16. Current year rolled-back rate (Line 13 divided by Line 15, multiplied by 1,000) per $1000 (16)

17. (17)per $1000Current year proposed operating millage rate

18. (18)

$

Total taxes to be levied at proposed millage rate (Line 17 multiplied by Line 4, divided by 1,000)

Continued on page 2

YES NO

YES NO

1,694,260

3.2395

Print Form

3.2395

2,720,876

678,145,600

688,978,127

Lantana

0

686,257,251

Electronically Certified by Property Appraiser

0

Lantana

2013

686,257,251

0

2,196,853

✔

648,296,001

6/27/2013 8:20 AM

3.2012

2,231,945

PALM BEACH

2,196,853

✔

Reset Form

38,987,866

0

- 27 -

DR-420 R. 5/12 Page 2

19. TYPE of principal authority (check one)County Independent Special District

(19)Municipality Water Management District

(20)20.Applicable taxing authority (check one) Principal Authority Dependent Special District

MSTU Water Management District Basin

21. (21)Is millage levied in more than one county? (check one) Yes No

DEPENDENT SPECIAL DISTRICTS AND MSTUs STOP HERE - SIGN AND SUBMIT

22. (22)$

Enter the total adjusted prior year ad valorem proceeds of the principal authority, all dependent special districts, and MSTUs levying a millage. (The sum of Line 13 from all DR-420 forms)

23. Current year aggregate rolled-back rate (Line 22 divided by Line 15, multiplied by 1,000) (23)per $1,000

24. (24)$Current year aggregate rolled-back taxes (Line 4 multiplied by Line 23, divided by 1,000)

25. (25)$Enter total of all operating ad valorem taxes proposed to be levied by the principal taxing authority, all dependent districts, and MSTUs, if any. (The sum of Line 18 from all DR-420 forms)

(26)Current year proposed aggregate millage rate (Line 25 divided by Line 4, multiplied by 1,000)

per $1,000

(27)Current year proposed rate as a percent change of rolled-back rate (Line 26 divided by Line 23, minus 1, multiplied by 100)

%

S I G N

H E R E

Taxing Authority CertificationI certify the millages and rates are correct to the best of my knowledge. The millages comply with the provisions of s. 200.065 and the provisions of either s. 200.071 or s. 200.081, F.S.

Signature of Chief Administrative Officer : Date :

Title : Contact Name and Contact Title :

Mailing Address : Physical Address :

City, State, Zip : Phone Number : Fax Number :

Instructions on page 3

First public budget hearing

Date : Time : Place :

27.

26.

1.20

Town Council Chambers, 500 Greynolds Circle, Lantana,Florida 33462

2,205,557

500 GREYNOLDS CIRCLE 500 GREYNOLDS CIRCLE

Electronically Certified by Taxing Authority

3.2395

✔

2,196,853

LANTANA, FLORIDA 33462

✔

2,231,945

DEBORAH S. MANZO, TOWN MANAGER

6:00 PM

5615405000 5615405009

9/10/2013

3.2012

7/23/2013 9:00 AM

✔

STEPHEN KAPLAN, FINANCE DIRECTOR

- 28 -

MAXIMUM MILLAGE LEVY CALCULATION PRELIMINARY DISCLOSURE

For municipal governments, counties, and special districts

DR-420MM-P R. 5/12

Rule 12D-16.002 Florida Administrative Code

Effective 11/12

County:

Principal Authority : Taxing Authority:

1. (1)Is your taxing authority a municipality or independent special district that has levied ad valorem taxes for less than 5 years? Yes No

IF YES, STOP HERE. SIGN AND SUBMIT. You are not subject to a millage limitation.

2. (2)per $1,000Current year rolled-back rate from Current Year Form DR-420, Line 16

3. Prior year maximum millage rate with a majority vote from 2012 Form DR-420MM, Line 13 per $1,000 (3)

4. (4)per $1,000Prior year operating millage rate from Current Year Form DR-420, Line 10

If Line 4 is equal to or greater than Line 3, skip to Line 11. If less, continue to Line 5.

Adjust rolled-back rate based on prior year majority-vote maximum millage rate

5. (5)Prior year final gross taxable value from Current Year Form DR-420, Line 7 $

6. (6)$Prior year maximum ad valorem proceeds with majority vote (Line 3 multiplied by Line 5 divided by 1,000)

7. (7)$Amount, if any, paid or applied in prior year as a consequence of an obligation measured by a dedicated increment value from Current Year Form DR-420 Line 12

8. (8)Adjusted prior year ad valorem proceeds with majority vote (Line 6 minus Line 7) $

9. Adjusted current year taxable value from Current Year form DR-420 Line 15 $ (9)

10. Adjusted current year rolled-back rate (Line 8 divided by Line 9, multiplied by 1,000) per $1,000 (10)

Calculate maximum millage levy

11. (11)Rolled-back rate to be used for maximum millage levy calculation (Enter Line 10 if adjusted or else enter Line 2) per $1,000

12. Adjustment for change in per capita Florida personal income (See Line 12 Instructions) (12)

13. Majority vote maximum millage rate allowed (Line 11 multiplied by Line 12) (13)per $1,000

14. Two-thirds vote maximum millage rate allowed (Multiply Line 13 by 1.10) per $1,000 (14)

15. Current year proposed millage rate per $1,000 (15)

16. (16)Minimum vote required to levy proposed millage: (Check one)

a. Majority vote of the governing body: Check here if Line 15 is less than or equal to Line 13. The maximum millage rate is equal to the majority vote maximum rate. Enter Line 13 on Line 17.

b. Two-thirds vote of governing body: Check here if Line 15 is less than or equal to Line 14, but greater than Line 13. The maximum millage rate is equal to proposed rate. Enter Line 15 on Line 17.

c. Unanimous vote of the governing body, or 3/4 vote if nine members or more: Check here if Line 15 is greater than Line 14. The maximum millage rate is equal to the proposed rate. Enter Line 15 on Line 17.

d. Referendum: The maximum millage rate is equal to the proposed rate. Enter Line 15 on Line 17.

17. The selection on Line 16 allows a maximum millage rate of (Enter rate indicated by choice on Line 16) (17)per $1,000

18. (18)Current year gross taxable value from Current Year Form DR-420, Line 4 $

Continued on page 2

Year:

1.0169

6,999,887

10.3725

10.3725

10.2001

Lantana Lantana

11.4098

686,257,251

6,999,887

3.2012

0

3.2395

2013

678,145,600

3.2395

688,978,127

Print Form

PALM BEACH

✔

✔

Reset Form

10.3221

10.2001

- 29 -

DR-420MM-P R. 5/12 Page 2

19. Current year proposed taxes (Line 15 multiplied by Line 18, divided by 1,000) (19)$

20. (20)Total taxes levied at the maximum millage rate (Line 17 multiplied by Line 18, divided by 1,000) $

DEPENDENT SPECIAL DISTRICTS AND MSTUs STOP HERE. SIGN AND SUBMIT.

21. Enter the current year proposed taxes of all dependent special districts & MSTUs levying a millage . (The sum of all Lines 19 from each district's Form DR-420MM-P) $ (21)

22. Total current year proposed taxes (Line 19 plus Line 21) (22)$

Total Maximum Taxes

23. (23)Enter the taxes at the maximum millage of all dependent special districts & MSTUs levying a millage (The sum of all Lines 20 from each district's Form DR-420MM-P) $

24. Total taxes at maximum millage rate (Line 20 plus Line 23) (24)$

Total Maximum Versus Total Taxes Levied

25. Are total current year proposed taxes on Line 22 equal to or less than total taxes at the maximum millage rate on Line 24? (Check one) YES NO (25)

S I

G N

H E R E

Taxing Authority CertificationI certify the millages and rates are correct to the best of my knowledge. The millages comply with the provisions of s. 200.065 and the provisions of either s. 200.071 or s. 200.081, F.S.

Signature of Chief Administrative Officer : Date :

Title : Contact Name and Contact Title :

Mailing Address : Physical Address :

City, State, Zip : Phone Number : Fax Number :

Complete and submit this form DR-420MM-P, Maximum Millage Levy Calculation-Preliminary Disclosure, to your property appraiser with the form DR-420, Certification of Taxable Value.

Instructions on page 3

Taxing Authority :

STEPHEN KAPLAN, FINANCE DIRECTOR

2,231,945

7,146,426

0

LANTANA, FLORIDA 33462

Electronically Certified by Taxing Authority

✔

2,231,945

DEBORAH S. MANZO, TOWN MANAGER

500 GREYNOLDS CIRCLE

Lantana

0

7/23/2013 9:00 AM

500 GREYNOLDS CIRCLE

5615405009

7,146,426

5615405000

- 30 -

REAL PROPERTY COMPARISON BY CATEGORY

Taxable Value% of

Value Taxable Value% of

Value

Vacant Residential 16,067,542 2.4% 14,854,747 2.3%Single Family Residential 344,841,678 51.6% 341,771,653 52.7%Mobile Homes 39,693 0.0% 36,034 0.0%Multi-family 10 units or more 10,176,677 1.5% 10,200,520 1.6%Condominiums 98,261,466 14.7% 88,976,314 13.7%Cooperatives 2,301,606 0.3% 2,320,941 0.4%Ret. Homes and Misc. Res. 20,905,166 3.1% 22,995,683 3.5%Multi-family less than 10 units 27,015,913 4.0% 25,817,270 4.0%Vacant Commercial 4,706,142 0.7% 4,243,981 0.7%Improved Commercial 111,165,966 16.6% 105,215,754 16.2%Vacant Industrial 3,635,935 0.5% 3,272,465 0.5%Improved Industrial 27,337,646 4.1% 25,553,610 3.9%Agricultural - 0.0% - 0.0%Institutional 943,276 0.1% 1,936,061 0.3%Government - 0.0% - 0.0%Leasehold Interests 524,203 0.1% 485,210 0.1%Miscellaneous 736,041 0.1% 690,744 0.1%Centrally Assessed - 0.0% - 0.0%Non-Agricultural Acreage - 0.0% 22.3% - 0.0% 21.8%

Line 1 of DR-420 668,658,950 648,370,987

Taxable Value% of

Value Taxable Value% of

Value

Vacant Residential 16,038,281 2.5% 12,158,425 1.9%Single Family Residential 331,673,725 51.2% 336,317,601 51.9%Mobile Homes 36,034 0.0% - 0.0%Multi-family 10 units or more 9,842,595 1.5% 10,960,293 1.7%Condominiums 81,657,842 12.6% 84,550,103 13.0%Cooperatives 2,279,443 0.4% 2,307,329 0.4%Ret. Homes and Misc. Res. 33,855,035 5.2% 35,123,909 5.4%Multi-family less than 10 units 22,897,364 3.5% 25,512,708 3.9%Vacant Commercial 4,633,588 0.7% 4,567,615 0.7%Improved Commercial 99,879,124 15.4% 101,990,571 15.7%Vacant Industrial 3,046,425 0.5% 1,670,063 0.3%Improved Industrial 24,930,784 3.8% 26,832,118 4.1%Agricultural - 0.0% - 0.0%Institutional 858,888 0.1% 2,838,079 0.4%Government - 0.0% - 0.0%Leasehold Interests 2,784,074 0.4% 2,795,510 0.4%Miscellaneous 671,181 0.1% 671,677 0.1%Centrally Assessed - 0.0% - 0.0%Non-Agricultural Acreage - 0.0% 21.1% - 0.0% 21.8%

Line 1 of DR-420 635,084,383 648,296,001

Fiscal Year 2011 Fiscal Year 2012

Fiscal Year 2013 Fiscal Year 2014

- 31 -

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- 32 -

DR-489V R. 12/12Rule 12D-16.002, F.A.CEff. 12/12Page 1 of 2Provisional

The 2013 Preliminary Recapitulation of the Ad Valorem Assessment RollValue Data

Real Property Including Subsurface Rights

Personal Property

Centrally Assessed Property

Total Property

__ County __ Municipality__ School District __ Independent Special District

Just Value (193.011, F.S.) 1

* Applicable only to County or Municipal Local Option Levies

1

25

Just Value

Just Value of All Property in the Following Categories

2

Assessed Value of DifferentialsHomestead Assessment Differential: Just Value Minus Capped Value (193.155, F.S.)

12

13

36,783,442

11,067,831

1,469,966

36,783,442

11,067,831

1,469,966Certain Res. and Nonres. Real Property differential: Just Value Minus Capped Value (193.1555, F.S.)

14

Nonhomestead Residential Property Differential: Just Value Minus Capped Value (193.1554, F.S.)

12

13

14

Assessed Value of All Property in the Following Categories

Assessed Value of Land Classified High-Water Recharge (193.625, F.S.)

Assessed Value of Land Classified and used for Conservation Purposes (193.501, F.S.)

Assessed Value of Historic Property used for Commercial Purposes (193.503, F.S.)

Assessed Value of Historically Significant Property(193.505, F.S.)

Assessed Value of Homestead Property (193.155, F.S.)

Assessed Value of Certain Residential and Non-Residential Property (193.1555, F.S.)

15

16

17

18

19

20

21

23

0

0

0

0

0

7,592,116

0

0

0

0

0

0

0

303,209,933

0

0

0

0

7,592,116 24

0

0

250,651,331

303,209,933

250,651,331

Assessed Value of Land Classified Agricultural (193.461, F.S.)

286,101,683 287,361,432

15

16

17

19

20

21

23

24

0

22

Assessed Value of Working Waterfront Property (Art. VII, s.4(j), State Constitution)

22

Assessed Value of Pollution Control Devices (193.621, F.S.)18

Assessed Value of Non-Homestead Residential Property (193.1554, F.S.)

0

0 1,259,749

*

*

Total Assessed Value

Total Assessed Value [Line 1 minus (2 through 11) plus (15 through 24)]

25

Exemptions

Governmental Exemption (196.199, 196.1993, F.S.)

Additional $25,000 Homestead Exemption (196.031(1)(b), F.S.)

Disability / Blind Exemptions (196.081, 196.091, 196.101, 196.202, 196.24, F.S.)

Land Dedicated in Perpetuity for Conservation Purposes (196.26, F.S)Historic Property Exemption (196.1961, 196.1997,196.1998, F.S.)

26

28

29

49,520,415

36,957,299

1,324,661

0

0

0

0

49,520,415

36,957,299

1,324,661

$25,000 Homestead Exemption (196.031(1)(a), F.S.)

32

26

28

30

26,159,527 28,048,168

29

Institutional Exemptions - Charitable, Religious, Scientific, Literary, Educational (196.196, 196.197, 196.1975, 196.1977,196.1978, 196.198, 196.1983, 196.1985, 196.1986, 196.1987,196.1999, 196.2001, 196.2002, F.S.)

67,000 67,000

2727

Widows / Widowers Exemption (196.202, F.S.)

31

Additional Homestead Exemption Age 65 & Older up to $50,000 (196.075, F.S.)

0 3,447,311

30

33

82,162,177 83,513,182

Tangible Personal Property $25,000 Exemption (196.183, F.S.)

34

35

32

31

33

34

35

3,040,489 3,040,489

0 0

0 0 0 0

Econ. Dev. Exemption (196.1995, F.S.), Licensed Child Care Facility in Ent. Zone (196.095, F.S.)

36 36 0

*

*

*

Lands Available for Taxes (197.502, F.S.)Homestead Assessment Reduction for Parents or Grandparents (193.703, F.S.)

37

38

37

38

0

27,494

Disabled Veterans' Homestead Discount (196.082, F.S.) 39 39 0

*

Date Certified: 07/01/2013

Note: Columns I and II should not include values for centrally assessed property. Column III should include both real and personal centrally assessed values.

Taxing Authority: Lantana County: PALM BEACH

Check one of the following:

3

4

5

6

8

9

10

11

7

Just Value of Land Classified Agricultural (193.461, F.S.)

0 0 2

Just Value of Land Classified High-Water Recharge (193.625, F.S.)

Just Value of Land Classified and Used for Conservation Purposes (193.501, F.S.)

Just Value of Pollution Control Devices (193.621, F.S.)

Just Value of Historic Property used for Commercial Purposes (193.503, F.S.)

Just Value of Homestead Property (193.155, F.S.)

Just Value of Non-Homestead Residential Property (193.1554, F.S.)

Just Value of Certain Residential and Non-Residential Property (193.1555, F.S.)Just Value of Working Waterfront Property (Art. VII, s.4(j), State Constitution)

3

4

5

6

8

9

10

11

0

0

0

0

0

339,993,375

261,719,162

287,571,649

13,778,314 0

0

0

0

0

0

339,993,375

261,719,162

288,831,398

13,778,314

Just Value of Historically Significant Property (193.505, F.S.) 7

0

*

*

0

0

0

0

0

0

0

0

0

0

27,494

0

0

0

0

0

1,888,641

3,406,364

1,351,005

0

0

0

0

0

40,947

0

0 0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

1,259,749

0

0

0

0

0

0

Column I Column III Column IVColumn II

903,062,500 45,633,876 1,735,207 950,431,583

847,555,063 894,924,146 45,633,876 1,735,207

Total Exempt Value

Total Taxable Value

Total Exempt Value (add 26 through 41)

41

40

Total Taxable Value (25 minus 42)

42

41

0

0

0

0

0

0

0

0

x

Separate Reports for MSTUs, Dependent Districts and Water Management Basins are not required

Deployed Service Member's Homestead Exemption (196.173, F.S.) 40

42 199,259,062 6,646,010 40,947 205,946,019

Additional Homestead Exemption Age 65 and Older and 25 Year Residence (196.075, F.S.)

43 43 648,296,001 38,987,866 1,694,260 688,978,127

- 33 -

DR-489V, N.6/11Rule 12D-16.002, F.A.C Page 2 of 2

Just Value Taxable Value

New Construction

Additions

Annexations

Deletions

Rehabilitative Improvements Increasing Assessed Value by at Least 100%

Total TPP Taxable Value in Excess of 115% of Previous Year Total TPP Taxable Value

3,246,478

188,692

0

0

0

0

2,403,459

165,887

5,530,474 151,530

0 0

1

2

3

4

5

6

Net New Value (1 + 2 + 3 - 4 + 5 + 6=7) 8,965,644 2,720,8767

The 2013 Preliminary Recapitulation of the Ad Valorem Assessment RollParcels and Accounts

Date Certified: 07/01/2013

Taxing Authority: Lantana

County: PALM BEACH

Additions/Deletions

Selected Just Values

Just Value of Subsurface Rights (this amount included in Line 1, Column I, Page One)193.481, F.S.

Just Value of Centrally Assessed Railroad Property Value

0

1,454,082

8

9

Just Value of Centrally Assessed Private Car Line Property Value 281,12510

Just Value

Homestead Portability

# of Parcels Receiving Transfer of Homestead Differential 311

Value of Transferred Homestead Differential 443,16912

Land Classified High-Water Recharge (193.625, F.S.) *

Land Classified and Used for Conservation Purposes (193.501, F.S.)

Pollution Control Devices (193.621, F.S.)

Historic Property used for Commercial Purposes (193.503, F.S.) *

Historically Significant Property (193.505, F.S.)

Homestead Property; Parcels with Capped Value (193.155, F.S.)

0

0

0

0

0

730

15

16

17

18

19

20

Non-Homestead Residential Property; Parcels with Capped Value (193.1554, F.S.) 60021

Total Parcels or Accounts

Column 1 Column 2

Real Property Personal PropertyParcels Accounts

Total Parcels or Accounts 13

14

Property with Reduced Assessed Value

Land Classified Agricultural (193.461, F.S.)

Certain Residential and Non-Residential Property; Parcels with Capped Value(193.1555, F.S.)

2422

Working Waterfront Property (Art. VII, s.4(j), State Constitution) 323

Other Reductions in Assessed Value

* Applicable only to County or Municipal Local Option Levies

Lands Available for Taxes (197.502, F.S.) 24 0

Homestead Assessment Reduction for Parents or Grandparents (193.703, F.S.) 125

Disabled Veterans' Homestead Discount (196.082, F.S.) 026

Note: Sum of items 9 and 10 should equal centrally assessed just value on page 1, line 1, column III.

4,429

0

0

0

0

0

0

0

0

0

0

0

0

0

632

0

- 34 -

TOWN COUNCIL

CouncilMember

CouncilMember Mayor Vice Mayor Vice Mayor Pro

Tem

Budgeted Positions

Allocation %

General Fund

Utility Fund 2011-12

2012-13

2013-14

Full Time 60 40 5 5 5 Total 5 5 5

- 35 -

TOWN COUNCIL The Town Council is the legislative and policy making body of the Town. The council consists of the mayor and four council members who are elected on a non-partisan basis for three-year overlapping terms. The Mayor presides over all council meetings. The Town Council legislatively establishes policies in the form of ordinances, resolutions, or motions, which determine the laws, proceedings and service levels for the Town. Council meetings are held in the Council Chambers at Town Hall at 7:00 p.m. on the second and fourth Monday of each month. In order to encourage resident participation, agendas are posted at Town facilities, area businesses, and on the Town web site. FY 2014 GOALS – TOWN COUNCIL ♦ PRESERVE LANTANA’S HOME TOWN CHARACTER AND QUALITY OF LIFE ♦ PROVIDE EXCELLENT, ETHICAL AND EFFICIENT SERVICES ♦ PROMOTE A FISCALLY HEALTHY AND SUSTAINABLE TOWN AND A SOUND

BUSINESS COMMUNITY BUDGET CATEGORY SUMMARY - TOWN COUNCIL

Expenditure Budget Budget Budget BudgetCategory FY 2011 FY 2012 FY 2013 FY 2014

Personal Services 134,400 113,230 107,525 107,295

Operating 12,400 24,800 17,175 83,207

Capital Outlay - - - -

Total 146,800 138,030 124,700 190,502

- 36 -

BUDGET CATEGORY EXPLANATIONS Personal Services This category includes the salaries, related payroll expenditures, expense stipends, and health insurance for the Town Council. Operating Items in this classification include the funding for the basic operation of this department.

- 37 -

TOWN ADMINISTRATION

Town Manager

DevelopmentServices

ExecutiveAssistant / Deputy

Clerk

Finance Legal Library Public Works Police

Town Clerk

Utilities

Budgeted Positions

Allocation %

General Fund


2012-13

2013-14

Town Manager 50 50 1 1 1 Executive Asst. / Deputy Clerk *(Formerly Special Projects Coordinator / Deputy Clerk) 50 50 1 1 1 Town Clerk 60 40 1 1 1 Total 3 3 3

*Position title was changed during the prior fiscal year to conform to industry standards, but the job description and responsibilities remained the same.

- 38 -

ADMINISTRATION The Town Manager serves as the chief administrative officer of the Town responsible to the Town Council for the administration of Town affairs, including overseeing operations of eight (8) departments of the Town; preparation and submittal of the annual operating budget and Capital Projects; formulation and presentation of policy proposals and implementation of Council policies; administration of personnel rules and preparation of special projects and reports requested by the Town Council. Within the Administration Department are the Town Manager and Town Clerk Divisions. This Department also administers the Town’s Emergency Management Plan and coordinates negotiations of agreements and contracts. The Town Clerk is responsible for preparing the council meeting agendas, attends all official meetings of the council and as well as advisory boards in person or by deputy and keeps the minutes of its proceedings, attests all resolutions, ordinances and contracts, and codifies ordinances. The Town Clerk also is responsible for management of the Town’s records and public records requests, and papers of a general or permanent character pertaining to the affairs of the municipality, legal notices and advertisements, and to preserve, file and index all contracts to which the Town is a party. The Town Clerk is the custodian of the Town seal and also handles all general and Town elections. She is responsible for preparing candidate packets, qualifying candidates, obtaining treasurer’s reports from candidates by due date, and all advertisements pertaining to Town elections. PERFORMANCE MEASUREMENTS - ADMINISTRATION

Activity Actual FY 2011

Actual FY 2012

Estimated 2013

Projected FY 2014

Council Agendas Prepared 32 29 25 31 Ordinances Passed by Council 6 14 15 9 Resolutions Passed by Council 13 14 13 10 Records Destroyed cubic feet 70.5 58 85 80 Public Records Requests 90 97 102 106 Employee Service Awards 16 12 23 10 Calls for Service - 1,450 1,493 1,500 Facility Rental Inquiries - 650 732 750 New Resident Packets - 588 600 600

- 39 -

FY 2014 GOALS AND OBJECTIVES - ADMINISTRATION GOAL: PRESERVE LANTANA’S HOME TOWN CHARACTER AND QUALITY OF LIFE Objectives: • Maintain Town events that bring the community together. • Continue Comprehensive Neighborhood Enhancement Program (CNEP) efforts. • Implement beautification projects throughout the Town. • Invest in infrastructure projects including road paving and drainage projects.

GOAL: PROVIDE EXCELLENT, ETHICAL AND EFFICIENT SERVICES Objectives: • Analyze existing processes to determine the best way to deliver services. • Maintain education for employees on the Inspector General’s process and Code of

Ethics. • Coordinate with other jurisdictions on consolidation and sharing of information and

services.

GOAL: PROMOTE A FISCALLY HEALTHY AND SUSTAINABLE TOWN AND A SOUND BUSINESS COMMUNITY Objectives: • Coordinate with businesses and the Greater Lantana Chamber of Commerce. • Work with the State regarding the disposition of the AG Holley Property. FY 2013 ACHIEVEMENTS – ADMINISTRATION GOAL: PRESERVE LANTANA’S HOME TOWN CHARACTER AND QUALITY OF LIFE Objective: • Maintain Town events that bring the community together. Status: The Town has continued to have successful community events including

Greenfest, Winterfest, Lantana Lou Day, Volunteer Appreciation Breakfast, and the Fourth of July Celebration.

Objective: • Continue Comprehensive Neighborhood Enhancement Program (CNEP) efforts.

Status: Worked with the Southwinds Neighborhood area to implement a street closure

on Ridge Road and erect entranceway features.

- 40 -

Objective: • Implement beautification projects throughout the Town. Status: There are ongoing beautification projects throughout the Town. Objective: • Invest in infrastructure projects including road paving and drainage projects.

Status: The Town is working on the drainage improvement project on Hypoluxo Island;

other projects included paving streets, striping roadways, and improvements to Maddock and Beach parks.

GOAL: PROVIDE EXCELLENT, ETHICAL AND EFFICIENT SERVICES Objective: • Conduct management training sessions regarding customer service and efficiency. Status: Management training was conducted for workplace safety, hurricane

preparedness, the purchasing policy and processing accounts payable. Objective: • Maintain education for employees on the Inspector General’s process and Code of

Ethics. Status: A staff member from the Office of Inspector General provided an educational

presentation specific to the ethics gift law to Town employees on April 10, 2013. Objective: • Coordinate with sister cities on consolidation and sharing of information and services. Status: The Town staff shares information with sister cities on a continuous basis. Police

services are shared through monthly centralized crime intelligence information meetings in Atlantis and continued participation in countywide LEX law enforcement exchange.

GOAL: PROMOTE A FISCALLY HEALTHY AND SUSTAINABLE TOWN AND A SOUND BUSINESS COMMUNITY Objective: • Coordinate with businesses and the Greater Lantana Chamber of Commerce. Status: The Town collaborated with the Greater Lantana Chamber of Commerce for the

Fourth of July Celebration and the Hypoluxo-Lantana Kiwanis and Greater Lantana Chamber of Commerce for Winterfest.

- 41 -

Objective: • Work with the State regarding the disposition of the AG Holley Property and

preservation of the natural scrub area. Status: The Town has continued working with the State through the closing of the AG

Holley Property and the State’s disposition of the property. The Town hired a lobbyist to facilitate the process and communicate the Town’s interests in regards to the property. The State is protecting the natural scrub area and has named it the “Lantana Natural Scrub Area.” Several community cleanups have taken place in order to prepare the area for the public to enjoy its beauty.

BUDGET CATEGORY SUMMARY - ADMINISTRATION



Operating 68,130 59,749 64,017 61,891

Capital Outlay 2,036 - 3,851 -

Total 351,856 342,471 348,988 360,471

BUDGET CATEGORY EXPLANATIONS

Personal Services This category includes the salaries, related payroll expenditures, pension, and health insurance for Administration. In addition, this classification provides for funding of educational training programs for the departmental staff.

Operating Items in this classification include the funding to attend the Florida City Managers Association, Governor’s Hurricane Conference, and Florida Association of City Clerks Conferences, general liability and property insurance, contractual service fees, membership in professional organizations and associations, office supplies, and expenses related to communication services. Capital Outlay No funding requests have been included in this category for FY 2014.

- 42 -

FINANCE DEPARTMENT

FinanceDirector (1)

Assistant FinanceDirector (1)

Accounting &Utilities Clerk (1)

AP/PayrollAccountant (1)

Customer ServiceTechnician (1)

Human Resources /Admin. Assistant (1)

Utility BillingAccountant (1)

InformationTechnology Manager (1)

InformationTechnology Technician (1)

*Changes to position titles were made during the prior fiscal year to conform to industry standards, but the job descriptions and responsibilities remained the same.

Budgeted Positions

Allocation %

General Fund


2012-13

2013-14

Director 50 50 1 1 1 Asst. Director 50 50 1 1 1 I.T. Manager (Formerly I.S. Manager) 50 50 1 1 1 I.T. Technician (Formerly I.S. Technician) 50 50 1 1 1 Human Resources / Admin. Assistant 50 50 1 1 1 AP/Payroll Accountant (Formerly Accountant II) 50 50 1 1 1 Utility Billing Accountant (Formerly Accountant II) 100 1 1 1 Accounting & Utilities Clerk (Formerly Accounting Assistant) 100 1 1 1 Customer Service Technician (Formerly Accounting Assistant) 100 1 1 1 Total 9 9 9

- 43 -

FINANCE

The Finance Department (formerly Finance and Administrative Services) changed its name in the prior fiscal year to better represent the functionality of the department. The department is responsible for financial and risk management, human resources, utility billing and collections, information technology and computer operations for the Town. The department consists of four divisions: financial services, human resources, information technology, and utility billing. The department provides services both internally for other departments and externally to our residents at Town Hall. It supports the operating departments through accounting, financial reporting, accounts payable, fixed assets control, payroll, information technology support and risk management. The Financial Services division manages the Town’s fiscal affairs and is comprised of budgeting, accounts payable, payroll, accounting, fixed assets, purchasing compliance, internal controls, and the annual external audit. The division is also responsible for cash, debt and investment management, and the collection of municipal revenues. The Human Resources division is responsible for all issues relating to employees and the benefits provided to the employees. Some of these include employment openings, drug testing, health and life insurance. This division is also responsible for risk management which includes property, liability and workers compensation insurance. The Utility Billing division serves as the residents’ main contact at Town Hall, on the phone, and in person. Responsibilities include the billing and maintenance of all Town-wide receivables including water meter readings, utility bills, false intrusion alarm fees, special trash pickup charges, general inquiries, garage sale permits, parking tickets, and beach decals. The Information Technology division (formerly Information Systems) consists of a division manager and a computer technician. This division customizes programs and tests, implements and maintains various computer and server systems as well as programs to satisfy the computerization efforts needed by the Town. It is also responsible for the purchase and installation of all non-emergency communications equipment. Looking to the future, the Finance Department will need to continue to keep abreast of rapidly changing technology in order to provide the most efficient services to both the citizens and other departments.

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PERFORMANCE MEASUREMENTS – FINANCE

1Information has been combined into “Communications equipment repaired and maintained” 2Information Technology (I.T.) trouble ticketing system implemented in fiscal year 2012.

FY 2014 GOALS AND OBJECTIVES – FINANCE GOAL: PROVIDE EXCELLENT, ETHICAL AND EFFICIENT SERVICES Short-Term Objectives:

• Maintain a high level of customer service by resolving customer concerns within 24 hours.

• Provide and promote an e-Bill option for customer’s water bill. • Implement better data sharing between departments within the Town. • Streamline and centralize information presented on the Town website.

Long-Term Objectives:

• Continue the process of implementing electronic format for financial documents and reports to reduce paper and storage space.

Activity Actual

FY 2011 Actual

FY 2012 Estimated FY 2013

Projected FY 2014

Accounts payable processed 2,196 2205 2200 2200 Payroll checks direct deposited 2,753 2823 2750 2750 Purchase orders issued 321 357 380 380 Total Payments processed 38,939 38,191 38,500 38,500 Garage sale permits issued 190 163 160 165 Beach decals issued 679 586 450 500 Boat trailer decals issued 301 200 125 150 Alarm decals processed 52 61 65 65 Utility bills processed 38,576 38,914 39,500 39,500 New utility accounts opened 604 588 620 620 Final utility bills processed 692 689 640 640 ACH utility payments 3,854 4317 4590 4650 New software installed 75 50 70 60 New hardware installed 35 40 35 35 1New communication lines installed 9 1Updates to telephone system 80 2Calls for support- hardware 87 150 150 150 2Calls for support- software 210 475 450 450 1Calls for support- communications 40 54 Number of computers maintained 80 90 95 90 Number of servers maintained 18 18 19 15 2I.S. repair tickets completed 719 750 700 1Communication equipment repaired and maintained

120 125

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• Reduce the number of servers and workstations required for Town use. • Enhance the Town’s website.

GOAL: PROMOTE A FISCALLY HEALTHY AND SUSTAINABLE TOWN AND A SOUND BUSINESS COMMUNITY Short-Term Objectives:

• Provide an annual training session to departments on the Town’s Purchasing Policies.

• Research various investment vehicles to place the Town’s surplus funds that will maximize safety of principal while providing improved investment returns.

FY 2013 ACHIEVEMENTS – FINANCE GOAL: PRESERVE LANTANA’S HOME TOWN CHARACTER AND QUALITY OF LIFE Long-Term Objectives: • Continue to monitor the department’s section of the Town website to ensure all

information is accurate and current. Status: Finance has ensured that all information and forms on the Town’s website are accurate and current. Staff checks their assigned portions of the web page at least quarterly for outdated information and stale links.

• Continue to assist in applying for additional funding sources for the Town to maintain infrastructure, beautify the Town, and improve our beach for all residents to enjoy. Status: Finance currently supports a number of grants and interlocal agreements, including back-up documentation and preparing reimbursement requests at the direction of the department responsible for managing the grant. We are continually in contact with the other departments to provide assistance in pursuing additional opportunities.

GOAL: PROVIDE EXCELLENT, ETHICAL AND EFFICIENT SERVICES Short-Term Objectives: • Maintain a high level of customer service by resolving customer concerns within 24

hours. Status: Our staff has effectively resolved all customer concerns within 24 hours.

• Maintain all grant master files which include, but not limited to, grant and interlocal agreements, reimbursement requests and other documentation. Ensure all documentation is complete and accurate.

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Status: All grant master files are maintained by the Finance Department with all reimbursement requests and grant documentation. Most of the grant files are also maintained on the server.

• Continue to manage all grants and interlocal agreements efficiently so all available funding are received promptly. Status: A quarterly grant fund analysis is prepared and sent to the appropriate departments that have active grants to ensure prompt reimbursement of funds.

• Continue striving to increase morale within the department by expressing appreciation, recognizing excellence and encouraging nominations for employee of the year award. Status: Staff meeting are held weekly where departmental employees can express concerns, suggest improvements or enlighten others.

• Review current departmental policies and procedures for updates and to ensure proper internal controls exist. Status: All departmental manuals and procedures are reviewed and updated as tasks or processes change. During our last annual audit, our policies were reviewed to ensure that proper internal controls exist.

• Create a centralized location for all policies and procedures to be stored. Status: We are in the process of converting all manuals and procedures to electronic format and storing them on our Finance server.

• Continue to refine our existing Information Systems infrastructure.

Status: The Lantana Police department has been moved to a virtual infrastructure. Another virtual server infrastructure will be installed for the other Town departments. This will reduce the physical servers needed for Town use. We are also in the process of implementing more stringent security measures to protect the Lantana Police Departments network, including dual authentication requirements for all Police and Police related personnel.

• Convert Town Email Servers to cloud services. Status: Implementation of an updated Microsoft Exchange Email server is planned upon the completion of the Town Hall virtualization infrastructure. The new server will be a virtual server, saving the Town money on hardware implementation and power requirements.

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• Update and refine the Town of Lantana’s website. Status: This is an ongoing process with fiscal year 2013 showing an improved centralized design for lantana.org. This process will continue on through fiscal year 2014.

Long-Term Objectives: • Continually foster interdepartmental relationships emphasizing respect and

cooperation especially with adherence to the Purchasing Policy and consistency in the use of the Town’s resources. Status: Continued clarification is provided to all departments as needed.

• Monitor the State of Florida’s list of debarred or convicted vendors on a quarterly basis to ensure the Town’s vendors are not on the lists. Status: The State of Florida’s list is monitored on a quarterly basis to ensure no business is performed with a debarred or convicted vendor. The list is also provided to all department directors for their review as well.

• Begin the process of implementing electronic format for financial documents and reports to reduce paper and storage space. Status: We have converted all payroll, accounts payable and utility billing reports to electronic format and stored them on the server. This has reduced the amount of paper we consume which has saved the Town money.

• Expand Information Systems’ offsite data storage. Status: Offsite backups have been implemented for the Town Hall file server. We plan on implementing a similar plan for the Police Department file server.

• Continue consolidation of servers through virtualization. Status: Virtualized servers have been implemented for the Lantana Police Department. Preparation has begun for server virtualization for the remaining Town departments.

GOAL: PROMOTE A FISCALLY HEALTHY AND SUSTAINABLE TOWN AND A SOUND BUSINESS COMMUNITY Short-Term Objectives: • Perform annual audits of the Town’s Fixed Assets and update the Fixed Asset Listing

so all items are properly recorded and items are deleted when no longer in service.

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Status: An audit of all Town fixed assets was performed for FY 2013 and obsolete assets were removed from the fixed asset listing.

• Create a Fixed Asset policy and procedures manual, to include a comprehensive listing of commonly purchased items with useful lives included. This will sustain consistency of the Fixed Asset Listing and keeps us compliant with Accounting Principles in practice for fixed asset presentation on our Financial Statements. Status: We are in the process of creating a Fixed Asset policy and procedures manual and anticipate completion before the fiscal year end.

• Prepare an all-inclusive written document for disaster recovery processes relating to Information Systems. Status: We have implemented virtualized servers with mirrored Storage Area Networks set at a Redundant Array of Independent Disks (RAID) 10 for the Lantana Police Department. We will implement a similar configuration for the rest of the Town’s networking resources.

• Provide training to departments on Town’s Purchasing Policies. Status: We conducted two training sessions to provide an overview of the purchasing policy, examples of common misunderstandings and allowed each employee the opportunity to ask question for further clarification.

BUDGET CATEGORY SUMMARY – FINANCE



Operating 246,551 271,415 261,578 217,604

Capital Outlay 23,284 48,946 64,243 30,000

Total 901,074 947,822 958,281 891,814

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BUDGET CATEGORY EXPLANATIONS – FINANCE Personal Services This category includes the salaries, related payroll expenditures, pension, and health insurance for the Finance Department. In addition, this classification provides educational training programs for departmental staff. Operating This category includes the funding to attend the Florida Government Finance Officers conference, general liability and property insurance, communication and utility services, and costs to prepare the budget and Comprehensive Annual Financial Report. In addition, funds are provided for contractual services, which include auditing and the printing and mailing of the Town’s utility bills. This classification also includes the annual maintenance of the copier, postage machine, software systems and networks; costs for membership in finance and information technology related professional organizations. Capital Outlay Detail of capital outlay is explained in the Capital Improvement Programs section.

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LEGAL The Legal cost center consists of the contractual expenses of the Town Attorney and other outside attorneys in specialized areas of law. The Town Attorney is responsible for advising the Town Council, Town Manager, departments, and advisory boards on legal matters. The Town Attorney drafts ordinances and resolutions, performs legal research, assists in preparation of law suits, represents the Town in legal proceedings and at various board functions, prepares and reviews official documents including contracts, and provides guidance and counseling as required on a day to day basis. Additional legal expenses relate to specialized areas of law in human resources and telecommunications. BUDGET CATEGORY SUMMARY - LEGAL



Operating 208,371 225,613 232,494 183,105


Total 224,731 239,652 247,139 199,095 BUDGET CATEGORY EXPLANATIONS - LEGAL Personal Services This classification consists of insurances relating to the Town’s attorney. Operating This classification consists of the contractual expenses of the Town Attorney along with and other outside attorneys in specialized areas of law.

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POLICE DEPARTMENT

Budgeted Positions

Allocation %

General Fund


2012-13

2013-14

Full Time 100 0 35 34 38 Part Time* 100 0 0.361 1.111 1.498 Total 36

36

39.498

Volunteers 15 16 16 1 These positions are duty assignments granted to Patrol Officers and do not constitute a position change. The Investigator assignment is considered working out of classification. 2 One Dispatcher position was reclassified to a Communications Supervisor position. #Changes to position titles were made during the prior fiscal year to conform to industry standards, but the job descriptions and responsibilities remained the same. *Starting in Fiscal Year 2014, part time positions are being reported using the Full Time Equivalent calculation. Previous fiscal years have been converted to this unit for reporting. In March 2013, the Police Department absorbed the Marine Safety Division from Public Works.

Denotes volunteer positions.

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POLICE The Lantana Police Department is committed to the delivery of courteous, professional law enforcement and community services to the citizens of Lantana. In doing this we will enhance the quality of life for those who live in and visit the Town of Lantana. The Police Department is organized into four divisions: Administrative Services, Uniform Services, Detective Bureau and Support Services. The Administrative Services division consists of the Chief of Police, the Division Commander and two secretaries. The Chief of Police is responsible for the overall daily operation of the Police Department. The secretaries are responsible for managing and maintaining all reports, crime data, records, and administrative matters. The Division Commander is responsible for emergency management, policy development, personnel administration, employee relations as well as internal affairs and the Support Services division. The Accreditation Officer is responsible for the accreditation process, community and school liaison, coordinates youth activities and oversees our Police Explorer and Cadet Programs and coordinates other special projects. The Support Services division receives and dispatches calls for police service, monitors police radio traffic, and answers and processes E-911 calls and regular telephone calls along with greeting and assisting citizens who walk into the police station. The Town provides police dispatch services to the residents of Hypoluxo and South Palm Beach through an Inter-local Agreement to include E-911 calls and non-emergency calls for police. The dispatch section is also responsible for monitoring, entering and maintaining data into the department’s Computer Aided Dispatch (CAD) system, which makes data more accessible to our officers through laptop computers in police vehicles. The dispatchers enter data into the F.C.I.C. and N.C.I.C. computer system. The Uniform Services division consists of four Sergeants, seventeen Officers and one Community Service Aide. This total includes four officers that are assigned under contract to the Town of Hypoluxo. The Uniform Services personnel patrol the Town of Lantana and its contract areas on a twenty-four hour basis. This is done by various means, presenting a high profile, mobile uniform presence capable of a very rapid response to problems within our Town. Officers and supervisors are encouraged to make positive contacts with the citizens they serve through such programs as Park, Walk, and Talk, and bicycle and marine patrols. Officers and supervisors are also encouraged to take an active part in controlling crime in the community they serve by initiating actions to suppress criminal activity, not merely responding to calls for service. This includes participating in the town-wide Community Neighborhood Enhancement Program, Hypoluxo Homeowner Association meetings, and Problem Oriented Policing projects. The Detective Bureau division consists of one Sergeant, one detective, and one investigator. Additionally, the Detective Bureau Sergeant is also responsible for the Professional Standards function of the Police Department including internal affairs investigations, applicant processing and training. The personnel assigned to this unit conduct investigations on incidents reported to the Police Department that require follow-up. They also identify and apprehend offenders, prepare search and arrest warrants, recover and preserve evidence and property, and present

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evidence in court and to the State Attorney’s office. The personnel assigned to this unit participate in the L.E.A.C.H. Task Force, which targets offenders engaged in the exploitation of children through the internet, the Auto Theft Task Force, the Violent Crimes Task Force and local narcotics and vice-related investigations. The investigative section is also tasked with monitoring Sexual Offenders and Predators residing in the community. PERFORMANCE MEASUREMENTS - POLICE

Activity

Actual FY 2011

Actual FY 2012

Estimated FY 2013

Projected FY 2014

Calls for Service (Lantana & Hypoluxo) 43,319 45,058 46,867 46,551

CNEP & Association Meetings Lantana and Hypoluxo

2 3 7 7

CARE visits 74 64 70 70 House checks 21 90 75 75 Selective Traffic Enforcement Programs (STEP)

480 687 700 700

Traffic Enforcement Operations

12 16 16 16

Problem Oriented Policing Projects 0 0 2 2

FY 2014 GOALS AND OBJECTIVES - POLICE

GOAL: PRESERVE LANTANA’S HOME TOWN CHARACTER AND QUALITY OF LIFE Short-Term Objectives: Uniform Services Division will analyze and identify high traffic crash locations by obtaining

statistics from previous crash sites, traffic surveys and information gathered from CNEP meetings. Action will be taken to reduce the number of traffic crashes and other traffic violations. Officers will participate in Zero Tolerance campaigns targeting speeding motorists, seat belt violations, and participate in sustained DUI efforts throughout the county, and educate motorists by using public message boards, attending CNEP meetings and using the Town’s newsletter.

Participate in Manatee and Blue Lighting campaigns as requested by partnering agencies. Long-Term Objectives: Continue to work with the Town’s Community Neighborhood Enhancement Program in

conjunction with the Problem Oriented Policing philosophy adopted department-wide. Additionally, the Department will participate in all community events.

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GOAL: PROVIDE EXCELLENT, ETHICAL AND EFFICIENT SERVICES. Short-Term Objectives: Continue to develop positive relationships with the community by increasing positive

contacts with citizens through the use of Bicycle Unit, Marine Patrols, CNEP meetings, and community and school liaison. Additionally, expand the Citizens Observer Patrol by recruiting more Citizen Police Academy graduates; conduct one Public Safety Event, Junior Lifeguard and a Juvenile prevention program during the summer.

Continue to identify problem areas within the Town and utilize Problem Oriented Policing projects to reduce or eliminate those problems.

Continue support of the youth by providing Police Explorer and Cadet programs. Long-Term Objectives: Maintain accreditation standards through staff inspections and policy review. Continue the commitment to the C.A.R.E. (Community Attempt to Reach the Elderly)

program and use volunteers to assist whenever possible. Continue to maintain our focus on ethical behavior through our daily interaction with citizens

in providing law enforcement services.

GOAL: PROMOTE A FISCALLY HEALTHY AND SUSTAINABLE TOWN AND A SOUND BUSINESS COMMUNITY. Short-Term Objective: Maintain the positive relationship with the Town of Hypoluxo and continue the high level of

commitment and service to that community. Maintain participation in the community and association meetings and events in the Town of Hypoluxo.

Maintain a positive relationship with Town businesses by attending Chamber of Commerce functions.

Long-Term Objectives: Provide a high level of police dispatch services to the residents of Hypoluxo and South Palm

Beach in order to maintain the Inter-local Agreement. Continue building partnerships with county agencies.

FY 2013 ACHIEVEMENTS - POLICE

GOAL: PRESERVE LANTANA’S HOME TOWN CHARACTER AND QUALITY OF LIFE. Objective: Work with the Town’s Community Neighborhood Enhancement Program attending all meetings and events.

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Status: The Department attended all CNEP meetings using citizen input and surveys to address their concerns. Specific officers are assigned to neighborhoods for a higher level of interaction and accountability. We have participated in 100% of the CNEP meetings in Lantana, and association meetings in Hypoluxo. Objective: Continue to analyze crash information and identify high traffic crash locations. Educate motorists and direct enforcement to reduce the number and severity of traffic crashes. Status: The Department conducted an extensive survey to identify the highest crash locations within the Town. The data showed traffic crashes most common causes were speeding and red light running. The Department applied for a Florida Department of Transportation Highway Safety grant for FY2013-2014 to provide additional funding for officer overtime and equipment to assist in addressing the areas of concern. Objective: Conduct at least twelve joint and local traffic enforcement operations throughout the year targeting specific concerns and areas. Status: The Department started its Zero Tolerance Campaign resulting in 1339 citations issued and 4 DUI arrests, which coincides with the State’s “Click It or Ticket” and “D.U.I.” waves of enforcement. The department participated in all Florida specific traffic enforcement efforts including Red Light, FEC Rail crossing and DUI programs. GOAL: PROVIDE EXCELLENT, ETHICAL AND EFFICIENT SERVICES. Objective: Maintained State of Florida Law Enforcement Accreditation through a complete policy review and updates based on accreditation revisions. Status: The Department has maintained its accreditation status, receiving our third reaccreditation in 2011 and the fourth is anticipated in July 2014. Objective: Continue to develop positive relationships with the community by increasing positive contacts with citizens through the use of Bicycle Unit, Marine Patrols, CNEP meetings, Youth Resource Officer and expand the Citizens Observer Patrol by recruiting more Citizen Police Academy graduates; conduct one public safety event and one Citizen Police Academy. Status: Officers continue to utilize the Department’s bicycles to patrol neighborhoods and business districts. The Department participated in a Manatee Enforcement program. The Department participated with several groups focusing on bringing social services in combination with law enforcement into the community. The Explorer Program continued to progress, donating approximately 1800 volunteer hours to the community participating in three Town events. The COP Program has provided over 400 hours of volunteer patrol time. Objective: Implement traffic enforcement initiatives, youth activities and maintain a high level of commitment to the C.A.R.E. program.

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Status: The Department continued its relationship with the elementary, middle school and local charter schools working with several initiatives. The Department participated in the holiday gift drive for needy families and provided gifts and food to over 50 local families. The Police Department assisted the Kiwanis Club with the delivery of over 650 Thanksgiving Dinners. The Explorers also raised approximately $1,000 for gifts and clothing for the local children in need and adopted five families during the Holidays who received a Holiday shopping spree followed by dinner. The C.A.R.E. (Community Attempt to Reach the Elderly) program continues to be a great benefit to the C.A.R.E. members, their families and the town. Officers held a Thanksgiving luncheon for the members and delivered Christmas Dinners to them, along with conducting weekly welfare checks. There are presently eleven residents on the list who receive weekly visits from Police Department personnel. Objective: Continue computerization project. Status: The Department implemented dedicated virtualized servers. This project provided improved external communications with County Wide Law Enforcement Exchange Services (LEX). LEX provides a platform that allows County-wide exchange of information and data sharing between Palm Beach County Criminal Justice Agencies, to include, prosecutors and courts and other agencies throughout the State to share information. This technology improvement enhanced shared agency communication internally and externally. Additionally, a dual authentication system was established to meet Criminal Justice Information Systems (C.J.I.S.) requirements.

Objective: Identify two problem areas within the Town and implement Problem Oriented Policing Projects. Status: The Department utilized Problem Oriented Policing in many areas through the use of S.T.E.P.s (Selective Traffic Enforcement Program) and directed patrols along N.4th St as well as the Seapines neighborhood. This program is also utilized at the CNEP meetings and has proven to be a great benefit to the citizens and the Department. GOAL: PROMOTE A FISCALLY HEATHLY AND SUSTAINABLE TOWN AND A SOUND BUSINESS COMMUNITY. Objective: Continue both a positive relationship with the Town of Hypoluxo and continue receiving revenue from the Town by continuing our Police service contract. Status: The Department continues to provide police services for the Town of Hypoluxo. The officers assigned to the Town of Hypoluxo attend both council and association meetings. The officers also enforce the Town’s codes by issuing violations and in serving notices that are filed by the Town.

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BUDGET CATEGORY SUMMARY - POLICE


Personal Services 3,464,228 3,427,779 3,320,140 3,714,270

Operating 424,476 429,357 427,672 449,341

Capital Outlay 225,961 284,754 251,987 78,100

Total 4,114,665 4,141,890 3,999,799 4,241,711 BUDGET CATEGORY EXPLANATIONS - POLICE Personal Services This category includes the salaries, related payroll expenditures, pension, health insurance, and uniforms for the Police Department. In addition, this classification provides for funding for educational training programs. Operating Items included in this category include the funding to attend training schools and seminars, general liability and property insurance, utility service, communications equipment /technology. Also included in this classification are the costs for miscellaneous supplies and police equipment including ammunition, funding for the cost of gas, oil, and lubricants for departmental vehicles and repairs and maintenance on the department’s bike unit. Capital Outlay This category is explained in detail in the capital portion of the budget document.

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DEVELOPMENT SERVICES

DevelopmentServices Director (1)

BuildingDivision

Coordinator (1)

CodeEnforcement

Supervisor (1)

CodeEnforcement

Officer (2)

CommunityPlanner (1)

Permit &Business Tax

Coordinator (1)

Budgeted Positions

Allocation %

General Fund


2012-13

2013-14

Director 100 0 1 1 1 Building Division Coordinator 100 0 1 1 1 Permit & Business Tax Coordinator (Formerly Permit/License Coordinator) 100 0 1 1 1 Code Enforcement Supervisor 100 0 1 1 1 Code Enforcement Officer 100 0 2 2 2 Community Planner 100 0 1 1 1 Total 7 7 7

*Change to position title was made during the prior fiscal year to conform to industry standards, but the job description and responsibilities remained the same.

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DEVELOPMENT SERVICES The Development Services Department provides various services related to the physical development of the Town. The department is responsible for land use planning and redevelopment planning, building plans review and permitting, business tax receipts, inspections, code enforcement and compliance with the National Flood Insurance Program (NFIP). The department seeks opportunities to act as a catalyst for the economic well being of the Town’s business community by encouraging growth, expansion, retention, and redevelopment. The department also provides staff support to the Town Planning Commission and Local Planning Agency. The Development Services Department consists of three divisions: Planning, Building Inspections and Code Enforcement. The Planning Division is responsible for the maintenance and revision of the Comprehensive Land Use Plan and Zoning Code. The division is also involved in the coordination of community improvement and redevelopment projects, grant and project administration, and economic development projects. It administers the meetings and activities of the staff Plan Review Committee and the Town’s Planning Commission, including site plan reviews and requests for variances and special exceptions to the zoning code. The Building Inspections division is responsible for reviewing all construction plans, issuing permits and conducting inspections for all construction and landscape activities within the Town limits. In addition, the division oversees the issuance of all business tax receipts for those who conduct business within the Town of Lantana. This division also coordinates the NFIP Community Rating System program. The Code Enforcement division is charged with enforcing the Town’s Code of Ordinances. The division focuses primarily on achieving compliance with minimum property standards, but also conducts business tax receipt inspections, receives and investigates complaints, and responds to other violations of the Town’s code. The division often coordinates its activities with other agencies, such as the County Fire Department and Health Department and the Town’s Police Department and Public Works Department.

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PERFORMANCE MEASUREMENTS – DEVELOPMENT SERVICES


Actual FY 2012

Estimated FY 2013

Projected FY 2014

Comprehensive Plan Amendments 2 2 1 2 Special Exceptions Processed 7 7 2 4 Variances Processed 2 1 2 2 Site Plans Processed 4 6 2 3 Building permits issued 750 597 650 700 Total Permit Value $5,532,694 $11,008,847 $11,000,000 $11,500,000 Building Inspections 1,425 1,250 1,300 1,350 Code Enforcement Friendly reminders 960 970 970 980 Code Enf. Notices of Violation issued 672 761 770 750 Code citations issued 230 160 200 220 Special Magistrate cases 316 301 320 340 Business Tax Receipts (BTR) issued 1,240 1,268 1,270 1,270 Contractors registered 1,800 1,825 1,850 1,850 FY 2014 GOALS AND OBJECTIVES – DEVELOPMENT SERVICES GOAL: PRESERVE LANTANA’S HOME TOWN CHARACTER AND QUALITY OF LIFE Short-Term Objectives: • Continue CNEP program, as needed, to promote the involvement of Town residents in

Town events and activities, policy-making, redevelopment planning and code compliance.

• Continue code compliance and enforcement activities to maintain healthy, safe and attractive neighborhoods and to maximize property values. This will include the identification and abatement of vacant and abandoned properties.

• Continue to promote redevelopment of the A.G. Holley State Hospital site to create a mixed-use industrial area.


• Continue implementation of the Downtown Master Plan. • Continue to improve the efficiency and effectiveness of the code compliance program

throughout the Town GOAL: PROVIDE EXCELLENT, ETHICAL AND EFFICIENT SERVICES

• Continue to improve the efficiency, effectiveness and quality of service of the building division processes and activities, including expedited permitting.


• Continually review and revise, as needed, the Town’s Code of Ordinances to improve both the quality of substantive requirements and the timeliness and fairness of review processes.

• Review and monitor website to update and enhance documents that provide easy access to customers.

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GOAL: PROMOTE A FISCALLY HEALTHY AND SUSTAINABLE TOWN AND A SOUND BUSINESS COMMUNITY

• Pursue opportunities for annexation, especially commercial properties. Long-Term Objectives:

• Monitor impacts of the energy conservation projects implemented through the 2010-2012 energy grants.

• Implement energy financing program through participation in Florida Green Energy Works and Florida Green Finance Authority.

• Promote a “business-friendly” attitude and approach for Town staff interactions with the business community.

FY 2013 ACHIEVEMENTS – DEVELOPMENT SERVICES GOAL: PRESERVE LANTANA’S HOME TOWN CHARACTER AND QUALITY OF LIFE

• Promote energy efficiency and cost-savings for the Town, its residents and businesses. Short-Term Objectives:

Status: The Town continues to serve as a founding member of the Florida Green

Finance Authority, a multi-jurisdictional agency which provides financing for energy improvements to commercial businesses and buildings with repayment through assessments on property tax bills.

• Continue to promote redevelopment of the A.G. Holley State Hospital site to create a mixed-use industrial area.


Status: Town staff continued to work with the Office of the Governor and Florida

Department of Environmental Protection to expedite the “surplusing” of the property to the private sector. The Town continues to promote redevelopment of the site whenever possible. .

• Continue to improve the efficiency and effectiveness of the code compliance program throughout the Town.

Status: The Town continuously monitors the code compliance program for the need

and opportunity for improvement. Annual training for the code enforcement officers is targeted to increase their knowledge of code compliance methods, maintain their official certifications and improve their customer service and communications skills.

• Continue CNEP Neighborhood Enhancement Program.

Status: During FY 2013, the Town held meetings with the Lantana Cove neighborhood which led to the closure of six local streets at Dixie Highway in order to reduce crime potential by limiting traffic flow and access through the area.

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BUDGET CATEGORY SUMMARY – DEVELOPMENT SERVICES



Operating 618,495 1,453,540 181,775 179,790

Capital Outlay 1,569,128 225,520 14,538 -

Total 2,677,413 2,149,547 658,918 641,710

BUDGET CATEGORY EXPLANATIONS – DEVELOPMENT SERVICES Personal Services This category includes the salaries, related payroll expenditures, pension, health insurance, and uniforms for the Development Services Department. In addition, this classification provides for funding for educational training programs and conferences. Operating Items included in this category include the funding to attend training seminars and conferences, general liability and property insurance, legal ad notices, communication and utility services, and the repair and maintenance costs of departmental vehicles. One significant cost is for contractual services for building inspectors. Also included in this classification are the costs for office and miscellaneous supplies, equipment, and membership in professional organizations. Capital Outlay No funding requests have been included in this category for FY 2014.

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LIBRARY

Library Director (1)

Part TimeLibrarian I (.1 FTE)

Part TimeLibrary Asst.(.525 FTE)

Budgeted Positions

Allocation %

General Fund


2012-13

2013-14

Full Time 100 0 1 1 1 Part Time* 100 0 .625 FTE .625 FTE .625 FTE Total 1.625 1.625 1.625 *Starting in Fiscal Year 2013, part time positions are being reported using the Full Time Equivalent calculation. Previous fiscal years have been converted to this unit for reporting.

FTE = Full Time Equivalent

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LIBRARY The Lantana Public Library is the Town’s information center. It provides Lantana’s residents with recreational, educational, cultural and self-improvement reading materials, sources of reference information, public word processing facilities, and free access to electronic information available on the Internet. The Director plans, organizes, and manages the Library’s services, as well as, selects and catalogues new materials. One part-time professional librarian and 2 part-time library assistants provide children’s services, answer reference queries, assist library users to locate information in print and in on-line services, and operate the Library’s automated circulation system. At the heart of all the Library’s operations are our library volunteers. These volunteers assist in the coordination of the children’s materials, assist users with reference queries, process new library materials, help operate the Library’s circulation system, assist library users to find information, and maintain the Library’s web site. PERFORMANCE MEASUREMENTS – LIBRARY


Actual FY 2012

Estimated FY 2013

Projected FY2014

New borrowers’ cards issued 620 505 423 500 Books borrowed 17,250 13,748 14,110 16,000 E books borrowed N/A 35 70 100 Hours of public internet use 11,691 10,123 11,022 12,000 Attendance at Library programs 190 217 258 300 Books cataloged and processed 1,512 1,297 1,248 1,300 Periodicals subscriptions maintained

51 51 69 69

FY 2014 GOALS AND OBJECTIVES – LIBRARY GOAL: PRESERVE LANTANA’S HOME TOWN CHARACTER AND QUALITY OF LIFE Short-Term Objectives: • Offer tutorials on personal computer basics, Internet use, word processing, e-mail,

online job searching, and resume writing. • Provide free, high-speed public access to the Internet. • With Friends of the Library assistance, improve Library garden. • Provide Saturday opening hours from 10 A.M. to 2 P.M. October-May.

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Long-Term Objectives: • Maintain and improve the Library’s web site offering online access to its catalog and

full text databases, downloadable E-books as well as information on library services and programs.

GOAL: PROVIDE EXCELLENT, ETHICAL AND EFFICIENT SERVICES Short-Term Objectives: • Identify and remove from the collection approximately 1,000 unused and out-of-date

books. • Attract families to the Library as library borrowers. Our goal is to issue 600 new

library cards in FY 2014. • Increase library collection’s attractiveness and usefulness by adding 1,500 new books. FY 2013 ACHIEVEMENTS – LIBRARY GOAL: PRESERVE LANTANA’S HOME TOWN CHARACTER AND QUALITY OF LIFE Objective: • Offer tutorials on personal computer basics, Internet use, word processing, and e-

mail. Status: From October, 2012 through April, 2013, 98 learners attended our computer tutorials. Objective: • Provide free, high-speed public access to the Internet. Status: From October, 2012 through March, 2013, 6,484 individuals spent 5,511 hours using our work stations for word processing, Internet searches, job applications, and E-mail. Objective • With Friends of the Library assistance, improve Library garden.

Status: Raised garden beds installed at parking lot entrance, six large planters received as a donation, and a variety of flowering plants and vines started in pots along library parking lot fence and in front flower bed. Objective: • Provide online access to the Linehan collection of 430 historic Lantana photographs.

Status: In a ceremony at the Library on October 3, 2012, Mayor David Stewart officially opened the Online Linehan Historic Images of Lantana Collection on the Library’s web site, www.lantanalibrary.org.

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http://www.lantanalibrary.org/�

Long-Term Objectives: • Maintain and improve the Library’s web site offering online access to its catalog and

full text databases as well as information on library services and programs. Status: In addition to the Linehan Historic Images of Lantana Collection, a bibliographic guide to Florida gardening and “Lantana’s Little List,” our library blog was added to the web site. The Library’s Facebook page now complements our web site. GOAL: PROVIDE EXCELLENT, ETHICAL AND EFFICIENT SERVICES Objective: • Identify and remove from the collection approximately 1,000 unused and out-of-date

books. Status: From October, 2012 through April, 2013, the Library has withdrawn 309 out-of-date, unused, or damaged books. Objective: • Attract families to the Library as library borrowers. Our goal is to issue 700 new

library cards in FY 2013. Status: At the end of March, 2013, the Library had issued 220 new cards. Objective: • Increase library collection’s attractiveness and usefulness by adding 1,600 new books. Status: From October, 2012 through April, 2013, the Library added 648 new books. BUDGET CATEGORY SUMMARY – LIBRARY



Operating 48,995 46,755 43,867 50,105

Capital Outlay 20,023 19,367 35,200 15,000

Total 171,838 168,580 184,247 173,635

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BUDGET CATEGORY EXPLANATIONS – LIBRARY Personal Services This category includes the salaries, related payroll expenditures, pension, and health insurance. Operating Items in this category include the funding for general liability, property insurance communications, internet connections, and utility services. Items in this classification also include miscellaneous supplies, professional association membership costs, and annual subscriptions for various periodicals. Capital Outlay Detail of capital outlay is explained in the Capital Improvement Programs section.

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UTILITIES DEPARTMENT

Utilities Director (1)

AdministrativeAssistant (.5)

Chief WaterPlant Operator (1)

Water PlantOperator I

C License (2)

UtilitiesManager (1)2

Meter Reader (1)3 System ServiceWorker I (5)*

ProjectCoordinator (.2)4

Budgeted Positions

Allocation %

General Fund


2012-13

2013-14

Project Coordinator4 0 .20 0 0 .2 Administrative Assistant1 0 .50 0 .5 .5

Full Time 0 100 10 10 11 Total 10 10.5 11.7 1Administrative Assistant is split with the Public Works Department. 2TheWater/Wastewater Manager position was renamed to Utilities Manager - job responsibilities remained the same. 3Meter Reader position added to the FY2013-14 budget request. 4The Project Coordinator position is spilt with the Public Works Department. *The System Service Worker II position was reclassified to System Service Worker I

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UTILITIES DEPARTMENT The Utilities Department (Water Treatment Plant and Water/Wastewater) provides responsive, efficient, high quality Utility Services to its customers in order to preserve the healthy and pleasing living environment established in the Town of Lantana. The Utilities Department consists of three divisions: Administration, Water Plant and Water Service/Wastewater Service. The Utilities Director, Chief Water Treatment Plant Operator and Utilities Manager are responsible for staffing and organizing the Utility Activities. The Administration division is charged with the responsibility of planning, scheduling and staffing the affairs of the department to ensure the most efficient and responsive services are provided. Administration coordinates all departmental capital improvements. The Water Treatment Plant Activity is responsible for providing safe drinking water to all Town residents. This activity maintains a water treatment facility, which regularly distributes approximately 700 million gallons yearly to its customers. The Chief Water Plant Operator “A” and two “C” Level Operators provide routine maintenance to the plant facility, including all potable water wells, the aeration, sedimentation and filtration systems, high service pumping systems and the immediate distribution system. Water/Wastewater personnel consist of the Utilities Manager, five System Service Workers, and a Meter Reader who are responsible for the maintenance and repair of the Town’s wastewater collection system, water distribution system and stormwater drainage system. System Service Workers also provide daily maintenance to eighteen (18) lift stations and their related subsystems, make emergency repairs on both systems as needed and provide twenty-four hour emergency response when necessary.

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PERFORMANCE MEASUREMENTS – UTILITIES

Activity

Actual FY 2011

Actual FY 2012

Estimated FY 2013

Projected FY 2014

Treated, pumped and dispensed water

565 million gallons

626 million gallons

700 million gallons

700 million gallons

Collected, transmitted and pumped sewage

324 million gallons

382 million gallons

450 million gallons

500 million gallons

Water distribution system maintained

224,852 linear feet

224,852 linear feet

224,852 linear feet

224,852 linear feet

# of meters read per year (new measurement)

44,316 44,320 44,344 44,344

# of wells maintained 9 10 10 10 # of fire hydrants maintained

374 374 374 374

# of sanitary sewer manholes maintained

624 624 624 624

Wastewater collection system maintained

156,686 linear feet

156,686 linear feet

156,686 linear feet

156,686 linear feet

# of lift stations maintained 18 18 18 18 Piping/culverts maintained 12,305 linear

feet 12,305 linear

feet 12,605 linear

feet 12,605 linear

feet # of inlets/catch basins/ manholes maintained

125 125 140 140

FY 2014 GOALS AND OBJECTIVES - UTILITIES GOAL: PRESERVE LANTANA’S HOME TOWN CHARACTER AND QUALITY OF LIFE Short-Term Objectives: Provide responsive and efficient utilities services to both residents and business

owners in the Town. Maintain the water quality standards set forth by the clean drinking water act

provided by our water treatment plant. Continue meter change out program based on the meter reading cycle of the Water

Distribution System to improve the accuracy of the Town’s residential consumption. Continue to flow test and lubricate all 374 hydrants. Continue wastewater manhole and wastewater main rehabilitation program for

structures that are over 30 years old. Continue inspection and repair of wastewater mains to ensure structural integrity.

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GOAL: PROVIDE EXCELLENT, ETHICAL AND EFFICIENT SERVICES Short and Long-Term Objective: • Maintain infrastructure through improvement projects as lay out in the water and

wastewater facilities work plan. FY 2013 ACHIEVEMENTS – UTILITIES GOAL: PRESERVE LANTANA’S HOME TOWN CHARACTER AND QUALITY OF LIFE Objective: • Ensure that the Utilities Department maintains responsive and efficient utilities

services to both residents and business owners in the Town of Lantana. Status: Most of the service requests are completed within 48 hour of receiving the request. The department places a high priority on all service requests. Objective: • Maintain the water quality provided by our water plant. Status: The Town of Lantana meets or exceeds the water quality standards set by the Florida Department of Environmental Protection. Objective: • Continue meter change out program based on Water meter route 1 of the Water

System Improvement Project to improve the accuracy of the Town’s residential consumption.

Status: Approximately 60% of this program has been completed to date. Every year approximately 365 meters are replaced due to age or usage. Objective: • Continue to flow test and lubricate all 347 hydrants. Status: Flow tested and lubricated 60 fire hydrants. Objective: • Institute a wastewater manhole and wastewater main rehabilitation program for

structures that are over 30 years old. Status: 77 manholes were rehabilitated this year; 5,000 feet of wastewater mains are in the process of being relined. Objective: • Continue inspection and repair of wastewater mains and lift stations to ensure

structural integrity. Status: Three out of the eighteen lift stations were rehabilitated.

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GOAL: ENSURE A FISCALLY HEALTHY TOWN AND AN ECONOMICALLY VIBRANT BUSINESS COMMUNITY Objective: • To maintain infrastructure and overall appearance of the Town in efforts to make the

Town a great place to live and attract new business. Status: The 6” water main extension project was completed, and the 715 North Atlantic Drive and 415 Beach Curve Road Drainage improvement project is complete. North Atlantic Drive, Beach Curve Road and Bare Foot Lane Drainage and Roadway resurfacing project was completed. BUDGET CATEGORY SUMMARY – UTILITIES DEPARTMENT



Operating 1,863,023 1,976,972 1,779,308 1,542,902

Capital Outlay 1,005,360 1,362,930 3,250,553 1,033,600

Total 3,578,853 4,031,789 5,741,301 3,344,155 BUDGET CATEGORY EXPLANATIONS – UTILITIES DEPARTMENT Personal Services This category includes the salaries, related payroll expenditures, pension, health insurance, drug testing and uniforms for the Utilities Department. In addition, this classification provides funding for educational training programs. Operating Items included in this category are communication and utility services; the water distribution and sewer system. Funding for contractual services, including professional engineering services, are also provided for in this classification. Capital Outlay Detail of the budgeted capital can be found after the Capitals tab in this document.

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DEPARTMENT OF PUBLIC WORKS

Public WorksDirector (1)

AdministrativeAssistant (.5)

FacilitiesMaintenanceSupervisor (1)

MaintenanceWorker I - Facilities

(2)

Parks & GroundsMaintenanceSupervisor (1)

MaintenanceWorker I - Parks &

Grounds (3)

ProjectCoordinator (.8)

Roads & SanitationSupervisor (1)

MaintenanceWorker I - Streets

(2)

VehicleMaintenanceSupervisor (1)

Mechanic (1)

Budgeted Positions

Allocation %

General Fund


2012-13

2013-14

Director 100 1 1 1 Project Coordinator1 80 0 0 .8 Facilities Maintenance Supervisor 100 1 1 1 Parks & Grounds Maintenance Supervisor 100 1 1 1 Maintenance Worker* (Formerly General Maintenance Worker) 100 7 7 7 Vehicle Maintenance Supervisor (Formerly Vehicle Maintenance Manager) 50 50 1 1 1 Mechanic * (Formerly Auto Mechanic II) 50 50 1 1 1 Roads & Sanitation Supervisor

(Formerly Sanitation Supervisor) 100 1 1 1 Administrative Assistant2 50 1 .5 .5 Sanitation Worker3 100 6 6 0 Equipment Operator3 100 1 1 0 Heavy Equipment Operator3 100 2 2 0 Marine Safety Lieutenant4 100 1 1 0 Marine Safety Officer II4 100 1 1 0 Ocean Lifeguard4 100 3 2 0 Total 28 26.5 14.3

1The Project Coordinator position was created during the prior fiscal year to assist procurement and tracking of capital projects. The position’s cost and responsibility is shared with the Utilities Department. 2The Administrative Assistant position’s cost and responsibility is shared with the Utilities Department. 3There was a reduction in positions due to the outsourcing of solid waste in the prior fiscal year. 4The Marine Safety Division was transferred to the Police Department in the prior fiscal year. *Changes to position titles were made during the prior fiscal year to conform to industry standards, but the job description and responsibilities remained the same.

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DEPARTMENT OF PUBLIC WORKS As of the 2013-2014 fiscal year, the Department of Operations will change its name to Department of Public Works and will include the following divisions: Administration, Parks & Grounds Maintenance, Facility Maintenance, Vehicle Maintenance, and Roads & Sanitation. The Marine Safety Division, which was formerly under the supervision of the Director of Public Works, is now under the supervision of the Police Department. The Garbage, Trash and Recycling portion of the Public Works Division was contracted out to a private contractor, however, the streets and highway portion will remain in the Roads & Sanitation division (formerly Public Works division). The Department of Public Works will still provide responsive, efficient and high quality maintenance services to its customers in order to preserve the healthy and pleasing living environment established in the Town of Lantana. The Administration division is charged with the responsibility of planning, scheduling and staffing the affairs of the department to ensure the most efficient and responsive services are provided. Administration coordinates all departmental capital improvements. The Parks & Grounds Maintenance division is responsible for the upkeep and maintenance of approximately 59 acres of public ground, which includes Town Parks and the Nature Preserve. The division maintains all trees, irrigation systems and picks up garbage on public grounds. A portion of the grounds maintenance has been contracted out in order to provide more cost-effective services. In addition, the Town receives revenue from the Carlisle for the operation & maintenance of the Nature Preserve. The Facility Maintenance division is responsible for the upkeep and repair of 53,068 square feet of Town-owned facilities. The division maintains the HVAC system, coordinates custodial services, and completes routine repairs and maintenance of 27 town buildings. The Vehicle Maintenance division provides routine maintenance and repairs to vehicles, generators, trailers, small engines and pieces of heavy equipment. The Road & Sanitation division is responsible for the maintenance and repairs of approximately 67.245 lane miles in town, all public sidewalks and bus shelters. The Department of Public Works personnel are also currently maintaining foreclosed homes throughout the town.

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PERFORMANCE MEASUREMENTS – PUBLIC WORKS

Activity

Actual FY 2011

Actual FY 2012

Estimated FY 2013

Projected FY 2014

Turf /Grounds Maintained 59 acres 59 acres 59 acres 60 acres Bus Stops Maintained 46 46 46 46 Bus Shelters Maintained 22 22 22 22 Irrigation Systems Maintained 36 36 37 37 Buildings Maintained 24 25 26 27 Buildings Maintained Square Footage 46,534 sq. feet 50,034 sq. feet 50,259 sq. feet 53,068 sq. feet Facility Work Orders Completed N/A 400 500 500 HVAC Systems Maintained 23 24 24 24 Vehicles Maintained 80 See Below See Below See Below Police Patrol Cars Maintained 0 21 21 21 Administrative Vehicles Maintained 0 9 9 9 Med/Light Trucks/Vans Maintained 0 28 28 28 Heavy Duty Trucks Maintained 0 10 10 10 Trailers Maintained 0 8 8 9 Heavy Duty Generators 0 9 9 9 Heavy Duty Equipment (Vehicles) 0 8 8 2 Small Engine Equipment Maintained 0 50 50 50 Vehicle Repair Orders Completed 0 431 431 431 Vehicle PM Services Performed 0 114 114 114 Sidewalks repaired/replaced 137.8 sq. yards 140 sq. yards 150 sq. yards 150 sq. yards No. of special trash pickups 700 650 300 0 Trash collected 1,129 tons 1,300 tons 1,300 tons 0 Garbage collected 2,769 tons 2,500 tons 2,500 tons 0 Vegetation collected & recycled 1,173 tons 1,250 tons 1,250 tons 0 Litter Pick-up 500 Pounds 500 Pounds 500 Pounds 500 Pounds Residential recycling collected 645 tons 625 tons 650 tons 0 Citizen Requests Processed N/A 85 100 100

FY 2014 GOALS AND OBJECTIVES – PUBLIC WORKS GOAL: PRESERVE LANTANA’S HOME TOWN CHARACTER AND QUALITY OF LIFE Short-Term Objectives: • Coordinate with CNEP on neighborhood improvements. • Improve and upgrade park infrastructures. • Continue to provide a safe, clean and enjoyable beach. • Implement sidewalk repair/replacement program to provide residents with safe sidewalks in

town. • Provide a pleasing environment and direction for residents through our street sign project. • Continue street striping project.

Long-Term Objectives: • Maintain and increase tree canopy throughout the Town. • Educate the public on the benefits of a Green community.

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GOAL: PROVIDE EXCELLENT, ETHICAL AND EFFICIENT SERVICES Short and Long Term Objectives: • Provide residents with information on forestry and arboriculture through brochures,

informational sheets and on-site visits. • Continue an aggressive course of inspection, repair and renovation programs that will ensure

the safety of our Town’s parks, playgrounds and buildings. • Maintain and incorporate energy saving practices in all town buildings. • Conduct employee improvement programs through in-house training and focus groups.

GOAL: PROMOTE A FISCALLY HEALTHY AND SUSTAINABLE TOWN AND A SOUND BUSINESS COMMUNITY Short and Long-Term Objective: • Focus on maintenance and overall appearance of the Town as a clean and attractive

environment. FY 2013 ACHIEVEMENTS –PUBLIC WORKS GOAL: PRESERVE LANTANA’S HOME TOWN CHARACTER AND QUALITY OF LIFE

Objective: • Coordinate with CNEP on neighborhood improvements.

Status: Completed traffic counting survey for the Southwinds Neighborhood and S. Lake Drive between E. Pine Street and E. Ocean Avenue. Street closure gates and diamond rail fences were installed on Ridge Road. Two (2) neighborhood entrance columns were installed in the Southwinds Neighborhood. The columns were placed at the corner of Andrew Redding Road and Alho Drive. Objective: • Improve and upgrade park infrastructures.

Status: Town wide park irrigation systems were upgraded and in some cases replaced with more energy efficient systems. Maddock Park’s basketball court was renovated, a new Dog Park was constructed and a skate park was installed. A new irrigation system was installed in Maddock Park along with Diamond Rail Fences to fill in gaps in the existing fence. Objective: • Continue to provide a safe, clean and enjoyable Municipal Beach Complex.

Status: The beach is cleaned and inspected for safety on a daily basis. Walkway railings have been replaced and/or rebuilt. Two sand barriers have been stabilized. Exotic vegetation on the dune has been removed and replaced with native vegetation. The Ocean Front Pavilion was renovated and is currently being rented out for use.

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Objective: • Continue our sidewalk repair/replacement program to provide residents with safe sidewalks

in town. Status: We replaced 140 square feet of deteriorating/worn-out sidewalk. Objective: • Continue to provide a pleasing environment and direction for residents through our street

sign beautification project. Status: The street sign program is an ongoing process. Two new signs were placed at the library and existing street signs are being replaced with new prismatic sheeting when they need to be replaced. Objective: • Maintain and increase tree canopy throughout Town.

Status: Existing trees and palms are fertilized and insecticide is applied when needed. New trees are continually being planted and/or relocated. For example, 13 palm trees were relocated from the Operations Center to Maddock Park, and a Medjool Date Palm was relocated from the I-95 interchange to the Recreation Center Complex. Objective: • Provide residents with information and conduct individual education on garbage,

trash/vegetation and recycling services. Status: On a yearly basis informational packets, which include maps and schedules of sanitation activities, are delivered to the residents and also available on the Town’s website. Individual education of services is an ongoing process. Objective: • Educate the public on the benefits of a Green community.

Status: Conducted a Greenfest to show town residents different ways to conserve energy and upgrade their homes to a more energy efficient home. Energy efficiency and informational pamphlets are available at the Operation Center main office. GOAL: PROVIDE EXCELLENT, ETHICAL AND EFFICIENT SERVICES Objective: • Provide residents with information on forestry and arboriculture through brochures,

informational sheets and on-site visits. Status: Programs continue through CNEP Program by responding to residential and business requests. Objective: • Continue an aggressive course of inspections, repair and renovation programs that will

ensure the safety of our Town’s parks, playgrounds and buildings.

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Status: Inspections are done on a monthly basis and is a continuing program. Objective: Maintain and incorporate energy saving practices in all Town buildings.

Status: Continuing an aggressive program of installing energy efficient bulbs and ballasts in all town facilities. Objective: Continue public education on beach and boating safety.

Status: Safety information is posted around the Town. Objective: Provide monthly reports containing statistics such as responses, training, and other activities

within the Marine Safety Division. Status: Reports are available at the Marine Safety Building. Objective: Conduct employee improvement programs through in-house training and focus groups.

Status: Conducted 12 monthly training sessions on an assortment of safety related topics including hurricane preparedness. GOAL: ENSURE A FISCALLY HEALTHY TOWN AND AN ECONOMICALLY VIBRANT BUSINESS COMMUNITY Objective: Focus on maintenance and overall appearance of the town as a clean and attractive

environment. Status: Pressure cleaning, removing graffiti and painting town facilities are ongoing processes. We have replaced portions of the stairs and railings at the beach, replaced picnic benches, grills and trash receptacles at public parks. The Recreation Center was repainted, the ceiling fans were replaced along with replacing the ceiling tiles. The Ocean Front Beach Pavilion was also renovated. Work included painting the interior, a complete overhaul of the electrical system, new hurricane shutters and ADA accessibility.

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BUDGET CATEGORY SUMMARY – PUBLIC WORKS


Personal Services 1,524,150 1,533,066 1,465,123 831,136

Operating 831,180 883,089 779,745 1,236,778

Capital Outlay 2,313,328 1,964,377 1,201,066 332,000

Total 4,668,658 4,380,532 3,445,934 2,399,914

BUDGET CATEGORY EXPLANATIONS – PUBLIC WORKS Personal Services This category includes the salaries, related payroll expenditures, pension, health insurance, drug testing and uniforms for the Department of Public Works. Operating Items included in this category include communication and utility services, repair and maintenance of vehicles, memberships in professional organizations, miscellaneous office supplies, and other operating supplies and equipment. Funding for contractual services including grounds maintenance and projected cost of gas for departmental vehicles is also provided in this classification. Capital Outlay Funds are budgeted for the capital outlay listed in detail in the capital section of the budget.

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SPECIAL EVENTS The Town’s special events consist of community activities and public information to bring together residents of the Town and to encourage a sense of community. For FY 2014, this includes Winterfest, a Fourth of July Celebration along with fireworks, Greenfest, an Arbor Day celebration, Lantana Lou Day, a Volunteer Appreciation Breakfast, and a Bridge Opening Celebration. BUDGET CATEGORY SUMMARY – SPECIAL EVENTS


Personal Services - - - -

Operating 3,000 45,500 47,500 66,030


Total 3,000 45,500 47,500 66,030

BUDGET CATEGORY EXPLANATIONS – SPECIAL EVENTS Operating Items in this category include Town-sponsored events: Winterfest, a Fourth of July Celebration along with fireworks, Greenfest, an Arbor Day celebration, Lantana Lou Day, a Volunteer Appreciation Breakfast, and a Bridge Opening Celebration.

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NON-DEPARTMENTAL This cost center was created to consolidate all expenses that do not fall within a department’s operations. This will enable reports to better reflect a department or activity’s cost. These expenses include items such as the Town’s Employee Assistance Program, which has the potential to benefit all employees. It also includes pension plan fees, property taxes paid on Town-rented property and the costs associated with the Insurance Fund (Internal Service Fund). BUDGET CATEGORY SUMMARY – NON-DEPARTMENTAL



Operating 321,638 377,306 456,682 327,407

Capital Outlay - 2,208,302 - -

Debt Service 1,169,350 1,196,300 1,503,528 1,291,150

Contingency 45,300 - - -

Transfers Out 304,172 538,883 - -

Total 2,028,879 4,514,552 2,124,595 1,793,907

BUDGET CATEGORY EXPLANATIONS – NON-DEPARTMENTAL Personal Services Items included in this category comprise of the workers compensation within the Insurance Fund. Since this fund is an internal service fund, the actual costs are paid from this fund while the expected expenses are charged to each division. Operating Items included in this category comprise of the property taxes paid on Town owned property that is leased, such as the Bicentennial Park and Sportsman’s Park. It also includes costs associated with the Employee Assistance Program, administrative costs for the General Employees’ pension plan and costs associated with foreclosed properties. It also includes the insurance costs in the Insurance Fund (an internal service fund).

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Capital Outlay No capital is funded within this category for the next fiscal year. Debt Service A detail of the Town’s debt payments may be found in the debt portion of the budget document. Administrative and amortization costs related to the debt issuances are also included in this category. Contingency Should an emergency take place, such as a hurricane, these funds are allocated for such occurrences. No contingency is budgeted at this time. Transfers Out No transfers are funded within this category for the next fiscal year.

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CAPITAL IMPROVEMENTS PROGRAM (CIP) SUMMARY

The CIP is divided into three funds: General Fund, Utility Fund (Water & Sewer) and Grants Fund. Each category contains the capital appropriations with funding sources and capital project descriptions. The following is a brief summary of examples of funding sources identified in the Capital Improvements Program: Bank Financing – Proceeds of a loan to be used specifically for road paving and drainage

improvements and equipment replacement. Bond Issues – (Water & Sewer) – The Town refinanced the Series 1998 Water & Sewer

Refunding Bond with the Series 2012 which will save approximately $1,000,000 in interest costs.

General Reserves – (General Fund) – The CIP funding source described as General Fund

Reserves is defined as the portion of General Fund funding for capital projects through the provision of cash as a result of excess General Fund revenues over General Fund operating expenditures.

Grants – This CIP financing source consists of projected funding available from various

County, State and Federal agencies. Impact Fees – (Water & Sewer) – This funding source consists of fees paid by developers to

cover the costs of the development’s effect on the Town’s water and sewer system. Loan Proceeds – Please see Bank Financing. Utility Fund Reserves – (Water & Sewer) – This CIP funding source is defined as the portion

of Utility Fund reserves used for capital projects through the provision of cash as a result of excess Utility Fund revenues over Utility Fund operating expenses.

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FinanceDivision General Utility

Computer/Software EquipmentSoftware module to email utility bills Utility Billing 30,000

Sub Total Computer/Software Equipment - 30,000

TOTAL FINANCE - 30,000

PoliceDivision General Utility

VehiclesReplace two detective vehicles and related accessories Detectives Bureau 75,000

Sub Total Vehicles 75,000 -

Computer/Software EquipmentPortable printers for mobile units - three Uniform 1,350 Replacement computer for Investigator Detectives Bureau 1,750

Sub Total Computer/Software Equipment 3,100 -

TOTAL POLICE 78,100 -

UtilitiesDivision General Utility

ImprovementsVideo inspection & lining Wastewater 100,000 Drainage portion of beach park improvement project Wastewater 663,600 Replacement of interconnect water main pipes and valves Water 10,000

Sub Total Improvements - 773,600

Computer/Software EquipmentReplacement computer for water plant system Water Plant 2,000

Sub Total Computer/Software Equipment - 2,000

Machinery & EquipmentTools and equipment Water 7,500 Replace the drive control system for high service pump Water Plant 20,000 Replace five valves and/or chlorine pumps Water Plant 32,000 Replacement generator for lift stations Wastewater 45,000 Pumps, confined space entry system, gas detector, etc. Wastewater 10,000 Drain cleaning machine and accessories Wastewater 7,500

Sub Total Machinery & Equipment - 122,000

Proposed Cost

The Town of LantanaCapital Outlay

Proposed Cost

Fund

Fund

Proposed Cost

Fund

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Division General UtilityVehicles

Replace water services vehicle Water - 30,000 Replace meter reading cart Water 11,000

Sub Total Vehicles - 41,000

Meters/HydrantsMeters, hydrants and backflow devices Water 50,000

Sub Total Meters/Hydrants - 50,000

Well RehabilitationWell rehabilitation Water Plant 15,000

Sub Total Well Rehabilitation - 15,000

Heavy EquipmentVacuum excavator Wastewater 30,000

Sub Total Heavy Equipment - 30,000

TOTAL UTILITIES - 1,033,600

LibraryDivision General Utility

BooksLibrary Books Administration 15,000 Sub Total Books 15,000 -

TOTAL LIBRARY 15,000 -

OperationsDivision General Utility

ImprovementsBicentennial Park & Sportsmans Park improvements Parks & Grounds Maint. 25,000 Town-wide beautification Parks & Grounds Maint. 25,000 Development of N. Lake Drive park Parks & Grounds Maint. 169,000

(Carryover of $40,000 from FY 2013 funds to be added to project)

Sub Total Improvements 219,000 -

PavingBeach park improvements Roads & Sanitation 113,000 Sub Total Paving 113,000 -

TOTAL OPERATIONS 332,000 -

TOTAL BY FUND 425,100$ 1,063,600$

Fund

Proposed Cost

Proposed Cost

Fund

Proposed CostFund

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ACCOUNT PROJECT BUDGET FUNDING

DEPARTMENT NUMBER DESCRIPTION FY 2013 SOURCE

POLICE 6415 Replace two detectives vehicles and related accessories 75,000 FY 2014 Revenues/reserves

6442 Portable printers for mobile units - three 1,350 FY 2014 Revenues/reserves 6440 Replacement computer for Investigator 1,750 FY 2014 Revenues/reserves

Subtotal $ 78,100

LIBRARY6610 Library Books 15,000 FY 2014 Revenues/reserves

Subtotal $ 15,000

OPERATIONS63XX Town-wide improvements 25,000 FY 2014 Revenues/reserves 63XX Bicentennial Park & Sportsmans Park improvements 25,000 FY 2014 Revenues/reserves 63XX Beach park improvements 113,000 FY 2014 Revenues/reserves 63XX Development of N. Lake Drive park 169,000 FY 2014 Revenues & matching

F.I.N.D. grant

Subtotal $ 332,000

TOTAL $ 425,100

GENERAL FUND CAPITAL

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CAPITAL PROJECT DESCRIPTIONS GENERAL FUND POLICE Uniform Division 6442 – Computer/Software Equipment – Funds are requested for the replacement of three (3) portable printers for patrol cars. Historically, we have had to replace 3 to 6 broken portable printers each year due to excessive use. The purchase allows for three (3) portable printers and related accessories. ($1,350) Effect on Operating Budget: N/A Detectives Bureau 6415– Vehicles – Funds are requested to replace two 2004 Ford Explorers from the Detectives Bureau. The existing vehicles are beyond their life expectancy and show significant wear and tear. The purchase will include all necessary equipment and accessories such as lights, computer and mounts. These vehicles will be used in other Town departments until unfit for further service. ($75,000) Effect on Operating Budget: May reduce repair costs. 6440 – Computer/Software Equipment – Funds are requested to replace the computer and related accessories used by the Investigator. The current laptop is out of warranty, at the end of its life cycle and has required increased repairs over the past year. ($1,750) LIBRARY 6610 - Library Books – Funds are requested to purchase new library books to maintain the Library’s collection. ($15,000) Effect on Operating Budget: $1,000 for book covers, book pockets, spine and book pocket labels. OPERATIONS Parks and Grounds Maintenance 63XX – Improvements – Funds are requested to be used for town wide landscaping, irrigation and other improvements for the town “beautification” project. ($25,000) Funds are requested to be used for improvements to Bicentennial and Sportsmans Park once the bridge contractor has vacated the property. Improvements include planting trees, repairing the irrigation system and replacing benches and picnic tables. ($25,000)

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CAPITAL PROJECT DESCRIPTIONS GENERAL FUND (continued) Funds are requested to be used for improvements to the North Lake Drive property. These include items such as a kayak beach launch, approximately 30 parking spaces, an observation deck, educational displays and upgrades to the existing pier. The Town has applied for a grant from the Florida Inland Navigation District and if awarded will fund $104,000 of the project’s costs. Additionally, $40,000 will be carried over into the new fiscal year from the previous year to help fund improvements. ($169,000) Effect on Operating Budget: $1,500 in mowing and maintenance associated costs. Roads & Sanitation 63XX – Paving – Funds are requested to be used for the Lantana Municipal Beach Park parking lot project to include paving, sidewalks & curbs, signage & pavement markings, removing & reinstalling parking meter posts and space indicators, dumpster enclosures and other miscellaneous items. ($113,000) Effect on Operating Budget: N/A

Total General Fund Capital Fiscal Year 2013/14 $425,100

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ACCOUNT PROJECT BUDGET FUNDING

DEPARTMENT NUMBER DESCRIPTION FY 2013 SOURCE

FINANCE6440 Software module to email utility bills 30,000 FY 2014 Revenues/reserves

Subtotal 30,000$

UTILITIES 63XX Drainage portion of beach park improvement project 663,600 FY 2014 Revenues/reserves6313 Video inspection & lining of wastewater pipes 100,000 FY 2014 Revenues/reserves6313 Replacement of interconnect water main pipes and valves 10,000 FY 2014 Revenues/reserves6410 Tools and equipment 7,500 FY 2014 Revenues/reserves6410 Drain cleaning machine and accessories 7,500 FY 2014 Revenues/reserves6411 Replacement generator for lift stations 45,000 FY 2014 Revenues/reserves6412 Pumps, confined space entry system, gas detector, etc. 10,000 FY 2014 Revenues/reserves6413 Replace five valves &/or chlorine pumps 32,000 FY 2014 Revenues/reserves6414 Replace the drive control system for high service pump 20,000 FY 2014 Revenues/reserves6415 Replace water services vehicle 30,000 FY 2014 Revenues/reserves6415 Replace meter reading cart 11,000 FY 2014 Revenues/reserves6420 Well rehabilitation 15,000 FY 2014 Revenues/reserves6425 Meters, hydrants and backflow devices 50,000 FY 2014 Revenues/reserves6435 Vacuum excavator 30,000 FY 2014 Revenues/reserves6440 Replacement computer for water plant system 2,000 FY 2014 Revenues/reserves

Subtotal 1,033,600$

TOTAL 1,063,600$

UTILITY FUND CAPITAL

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CAPITAL PROJECT DESCRIPTIONS UTILITY FUND FINANCE Utility Billing 64XX – Computer/Software Equipment – Funds are requested for the purchase of software and/or hardware for the existing utility billing computer program. The software’s intent is for customers to have the option of receiving their monthly statement through electronic means such as email or accessing through the Town’s website to view their invoice. ($30,000) Effect on Operating Budget: Savings can be recognized if customers opt to receive their utility bill via email in place of a printed copy. UTILITIES Water Division 63XX – Improvements – Funds are requested to reinstall a six inch water main interconnection with the City of Lake Worth. This project has been recommended by the town engineer in the 2013 10-year water supply work plan. ($10,000) Effect on Operating Budget: N/A 64XX – Machinery & Equipment – Funds are requested for the replacement of various tools and equipment including trash pumps that are utilized during the daily operations of the Utility Department. ($7,500) Effect on Operating Budget: N/A 64XX – Vehicles – Funds are requested for the replacement of a 1997 Dodge Caravan with extensive rust and requires increased maintenance year-over-year. ($30,000) Effect on Operating Budget: Maintenance and repairs should decrease with the purchase of a new vehicle. Funds are requested to replace the 2009 Electric Bubble Buddy car used by the water meter reader with a gas powered UTV (Utility Terrain Vehicle). The body is deteriorating and requires extensive repairs which prove to be costly because it is electric. ($11,000) Effect on Operating Budget: Maintenance and repairs should decrease with the purchase of a new vehicle.

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CAPITAL PROJECT DESCRIPTIONS UTILITY FUND (continued) 64XX – Meters/Hydrants – Funds are requested for the accelerated replacement program of various sized water meters that are over ten years old and have become damaged and inoperable. Additionally, fire hydrants and backflow devices will be replaced. Continuation of the radio reading meter replacement program will be funded from this item. This program replaces meters where reading is difficult and to replace them with touch reading meters. These meters allow readers to simply touch or waive a wand near the meter box for an actual read. This will reduce meters that were unable to read due to water and increase reading accuracy. ($50,000) Effect on Operating Budget: As water meters become worn, the dials that register consumption slow down which translates to customers being under-charged for the water they use. Therefore, implementing a meter replacement program ensures customers are billed properly and revenues are recognized. Additionally, with touch-read meters, this will reduce staff time in entering manual meter readings. Wastewater Division 63XX – Improvements – Funds are requested for contracting out video inspections on portions of the Town’s sanitary system to determine which wastewater mains need relined to cut down on infiltration and intrusion (I&I) in the wastewater system. ($100,000) As part of the Beach improvement project, one of the issues is the drainage within the parking lot and alleviating standing water. Extensive drainage repairs are necessary. ($663,600) 64XX – Machinery & Equipment – Funds are requested for the replacement of a portable emergency generator for the lift stations. The existing generator with 240v delta 3 phase system is over 25 years old and it is hard to get replacement parts. The purchase allows for a generator and related accessories. ($45,000) Funds are requested for the purchase of various small drain cleaning machines to replace existing worn tools and equipment that are utilized daily. ($7,500) Funds are requested for the replacement of lift station pumps, confined space entry system for entry of lift stations throughout the Town’s sewer system and a four gas detector required by Federal law for entering confined spaces such as lift stations. ($10,000) Effect on Operating Budget: May reduce repair costs to older pumps. 64XX – Heavy Equipment – Funds are requested to purchase a vacuum excavator also known as a soft dig. This will save time through machine-digging the ground and by cleaning storm drain catch basins. It will also assist with locating utilities by vacuuming sand away and exposing lines. ($30,000)

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CAPITAL PROJECT DESCRIPTIONS UTILITY FUND (continued) Water Treatment Plant Division 64XX – Machinery & Equipment – Funds are requested to replace the drive control system for high service pump #3. The drive control system was installed in 1996 and is past its useful life. Because of its age, parts cannot be repaired because the drive’s components are no longer manufactured. ($20,000) Additional funds are requested for the replacement of various valves and chlorine pumps. (32,000) 6420 – Well Rehabilitation – Funds are requested for the rehabilitation of the Town’s water wells. The purpose of this program is to maximize the gallons per minute (GPM) pumped from each well. The process involves testing the well, before/after video, cleaning the well through chemical injection, redeveloping the well and disinfection. Wells should be rehabilitated on an as needed basis. ($15,000) Effect on Operating Budget: N/A 64XX – Computer/Software Equipment – Funds are requested for the replacement of the water treatment plant’s computer which links all the treatment equipment together. The existing computer is out of warranty and at the end of its life cycle. The computer was installed in 2006 with Windows 2000 which is no longer supported by Microsoft. The purchase allows for a computer and related accessories. ($2,000) Effect on Operating Budget: N/A

Total Utility Fund Capital Fiscal Year 2013/14 $1,063,600

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DEBT SCHEDULE The following is a schedule of all outstanding debt obligations of the Town. Currently, there are four outstanding debts:

2006 Capital Improvements Bond, which refinanced the 1995 bond for the Sports Complex

2012 Series Water and Sewer Refunding Issue which refinanced the 1998 bond 2000 Streets & Highways Term Loan Series 2003 Water and Sewer Bond was used to refurbish the Town’s water plant due to

more stringent Federal quality standards These debts are being repaid with utility taxes, water and wastewater fees, and local option gas taxes. The Town does not have any general obligation debt that would require a pledge of property taxes for repayment. The State of Florida has no statutory limit on debt obligations; therefore, the Town has not developed a debt limit policy. The following page lists in detail of the Town’s debt and scheduled payments.

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General Utility

Sports Complex Loan Fund FundSunTrust BankPrincipal at 09/30/2013 286,832$ Matures November 1, 2015

Payment Date Interest Principal Total Payment11/01/13 5,883.58 55,095.10 60,978.68 05/01/14 4,754.13 56,224.55 60,978.68

10,637.71 111,319.65 121,957.36 121,957.36

Water & Sewer Revenue Bonds Series 2012 (refinancing of 1998 Series)TD BankPrincipal at 09/30/2013 3,764,023$ Matures October 1, 2021

Payment Date Interest Principal Total Payment1st of Each Month 52,719.81 441,628.23 494,348.04

52,719.81 441,628.23 494,348.04 494,348.04

Water & Sewer Revenue Bonds Series 2003SunTrust BankPrincipal at 09/30/2013 1,612,323$ Matures October 1, 2018

Payment Date Interest Principal Total Payment10/01/13 67,072.65 296,728.32 363,800.97

67,072.65 296,728.32 363,800.97 363,800.97

Streets & Highway LoanSunTrust BankPrincipal at 09/30/2013 1,222,627$ Matures January 1, 2018

Payment Date Interest Principal Total Payment1st of Each Month 42,455.06 265,122.70 307,577.76

42,455.06 265,122.70 307,577.76 307,577.76

TOTAL BY FUND 429,535.12 858,149.01

Town of LantanaFiscal Year 2013/14

Debt Schedule

(P & I listed are annualized)

(P & I listed are annualized)

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RESOLUTION NO. R-12-2013

A RESOLUTION OF THE TOWN COUNCIL OF THE TOWN OF LANTANA, FLORIDA, ADOPTING THE FINAL MILLAGE RATE FOR THE TOWN OF LANTANA FOR THE FISCAL YEAR COMMENCING ON OCTOBER 1, 2013 AND ENDING ON SEPTEMBER 30, 2014; PROVIDING AN EFFECTIVE DATE; AND FOR OTHER PURPOSES.

WHEREAS, the Town Council of the Town of Lantana has determined the sum of

$14,302,944 will be required to operate the Town during the next fiscal year; and

WHEREAS, the Real Estate and Personal Property Tax Roll for the current calendar year

as accepted evidence a total nonexempt valuation of $688,978,127; and

WHEREAS, the property tax rate of 3.2395 mills is anticipated to generate $2,121,000 of

ad valorem revenue; and

WHEREAS, the Town of Lantana has the power to levy ad valorem taxes against real

property and tangible personal property in accordance with state law.

NOW, THEREFORE, BE IT RESOLVED BY THE TOWN COUNCIL OF THE TOWN

OF LANTANA, FLORIDA, THAT:

Section 1: The Town Council of the Town of Lantana does hereby adopt its final

millage rate of 3.2395 mills to be levied for the general fund upon all real and tangible personal

property located with the boundaries of the above named taxing authority.

Section 2: The final levy of 3.2395 mills represents a 1.2% increase above the

rolled-back rate of 3.2012.

Section 3: This final millage rate of 3.2395 is levied to fund expenses for the fiscal

year commencing October 1, 2013 and ending September 30, 2014.

Section 4: This Resolution shall take effect immediately upon adoption by the Town

Council.

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DULY ADOPTED at a public hearing this 24th day of September, 2013.

TOWN OF LANTANA _____ _____ ________________________________ Aye Nay Mayor David J. Stewart _____ _____ ________________________________ Aye Nay Vice Mayor Tom Deringer _____ _____ ______________________________ Aye Nay Councilmember Philip J. Aridas ____ _____ ______________________________ Aye Nay Councilmember Malcolm Balfour _____ _____ ______________________________ Aye Nay Councilmember Lynn J. Moorhouse ATTEST: _________________________ TOWN CLERK (SEAL) Approved as to form and legal sufficiency. __________________________ TOWN ATTORNEY

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RESOLUTION NO. R-13-2013

A RESOLUTION OF THE TOWN COUNCIL OF THE TOWN OF LANTANA, FLORIDA, ADOPTING ITS FINAL BUDGET FOR FISCAL YEAR 2013-2014; PROVIDING THAT THE BUDGET HEREBY ADOPTED MAY BE ADJUSTED OR MODIFIED BY SUBSEQUENT RESOLUTION OF THE TOWN COUNCIL, OR OTHERWISE UNDER CERTAIN CIRCUMSTANCES; PROVIDING AN EFFECTIVE DATE; AND FOR OTHER PURPOSES.

WHEREAS, the Town of Lantana has established its fiscal year to begin on October 1st

of each year and end on September 30th of the following year; and

WHEREAS, Section 166.241(2), Florida Statutes, requires each municipality to adopt a

budget each fiscal year by ordinance or resolution, unless otherwise specified in the respective

municipality's Charter; and

WHEREAS, the Charter of the Town of Lantana states that the method of adoption shall

be established by ordinance; and

WHEREAS, Ordinance O-08-2007 provides that the budget may be adopted by either

ordinance or resolution; and

WHEREAS, the Town Council desires to adopt its budget by resolution; and

WHEREAS, the Town of Lantana has held the required budget hearings in accordance

with Chapter 200, Florida Statutes; and

WHEREAS, having considered the estimates of revenues and expenses, it is the will and

desire of the Town Council that the final budget be approved and adopted as set forth herein.

NOW, THEREFORE, BE IT RESOLVED BY THE TOWN COUNCIL OF THE TOWN

OF LANTANA, FLORIDA, THAT:

Section 1: The Town Council of the Town of Lantana, Florida, hereby adopts its

budget for fiscal year 2013-2014; which budget is attached hereto as Exhibit "A" and made a part

hereof as if fully set forth herein.

Section 2: Appropriations for expenditures within a fund may be increased or

decreased by motion recorded in the minutes provided that the total of the appropriations of the

fund is not changed. The Town Manager, or designee, may authorize certain budget

amendments within a department provided that the total of the appropriations of the department

is not changed.

Section 3: All outstanding encumbrances for Non-Capital and Capital expenditures

on September 30, 2013 shall lapse at that time, and all unexpended Non-Capital and Capital

Expenditure encumbrances may be added to the corresponding approved 2013-2014 available

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budget balances and be simultaneously reappropriated for expenditures, as previously approved

in the 2012-2013 Fiscal Year.

Section 4: Amendments other than those delineated in Section 2 and Section 3 above

must be adopted by resolution.

Section 5: When the Town of Lantana receives monies from any source, be it private

or governmental, by grant, gift, or otherwise, to which there is attached as a condition of

acceptance, any limitation regarding the use or expenditure of the monies received, the funds so

received need not be shown in the Annual Budget nor shall said budget be subject to amendment

or expenditure as a result of the receipt of said monies, but said monies shall only be disbursed

and applied toward the purposes for which the said funds were received. To ensure the

integrity of the Operating Budget, and the integrity of the monies received by the Town under

grants or gifts, all monies received as contemplated above must, upon receipt, be segregated and

accounted for, and where appropriate, placed into separate and individual Governmental Fund

accounts from which any money drawn may only be disbursed and applied within the limitations

placed upon the gift or grant.

Section 6: The Town Clerk shall provide a copy of this resolution to the Palm Beach

County Property Appraiser, to the Palm Beach County Tax Collector, and to the State of Florida,

Department of Revenue within three (3) days after its adoption.

Section 7: The Town Clerk shall, within thirty (30) days of the effective date of this

resolution, certify to the State of Florida, Department of Revenue that the Town has complied

with all statutory requirements in adopting the millage rate and budget. The Town Clerk shall

transmit to the Department a copy of this resolution, a copy of the certification of value showing

the rolled back rate and proposed millage rates as provided to the Property Appraiser and a

certified copy of the published advertisement of the final budget public hearing.

Section 8: If any section, paragraph, sentence, clause, phrase, or word of this

Resolution is for any reason held by a court of competent jurisdiction to be unconstitutional,

inoperative or void, such holding shall not affect the remainder of the Resolution.

Section 9: This resolution shall take effect immediately upon adoption by the Town

Council.

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ADOPTED this 24th day of September, 2013.

TOWN OF LANTANA _____ _____ ________________________________ Aye Nay Mayor David J. Stewart _____ _____ ________________________________ Aye Nay Vice Mayor Tom Deringer _____ _____ ______________________________ Aye Nay Councilmember Philip J. Aridas ____ _____ ______________________________ Aye Nay Councilmember Malcolm Balfour _____ _____ ______________________________ Aye Nay Councilmember Lynn J. Moorhouse ATTEST: _________________________ TOWN CLERK (SEAL) Approved as to form and legal sufficiency. __________________________ TOWN ATTORNEY

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GLOSSARY

Account: A term used to identify an individual asset, liability, encumbrance control, or fund balance. Accounting Procedures: All processes that identify, record, classify and summarize financial information to produce financial records. Accounting System: The total structure of records and procedures which discover, record, classify, summarize and report information on the financial position and results of operations of a government or any of its funds, fund types, balanced account groups, organizational components. Accrual Basis: The basis of accounting under which transactions are recognized when they occur, regardless of the timing of related cash flows. Activity: Represents a section/unit of a department. Ad Valorem Tax Rate: Property tax assessed in proportion to the value of the property. American Recovery & Reinvestment Act of 2009: abbreviated ARRA and commonly referred to as the Stimulus or The Recovery Act, is an economic stimulus package enacted by in February 2009. The stimulus was intended to create jobs and promote investment and consumer spending during the recession. The rationale for the stimulus comes out of the Keynesian economic tradition that argues that government spending should be used to cover the output gap created by the drop in consumer spending during a recession. The Town has received various grants under this program to assist with deficiencies and to reduce the level of layoffs that may have been warranted due to the economic climate. Appraise: To make an estimate of value, particularly of the value of property. If the property is valued for purposes of taxation, the less-inclusive term “assess” is substituted. Appropriation: An authorization granted by a legislative body to make expenditures and to incur obligations for specific purposes. An appropriation is limited in amount to the time it may be expended. ARRA: See American Recovery & Reinvestment Act. Assessed Valuation: A valuation set upon real estate or other property by the County Assessor and the State as a basis for levying taxes. Asset: Resources owned or held by a government, which have monetary value. Authorized Positions: Employee positions, which are authorized in the adopted budget, to be filled during the year.

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Balanced Budget: A budget in which planned funds available equal planned expenditures. Bond: A written promise, generally under seal, to pay a specified sum of money, called the face value, at a fixed time in the future, called the date of maturity, and carrying interest at a fixed rate, usually payable periodically. Note: The difference between a note and a bond is that the latter usually runs for a longer period of time and requires greater formality. Bonded Debt: That portion of indebtedness represented by outstanding bonds. Bond Refinancing: The payoff and re-issuance of bonds, to obtain better interest rates and/or bond conditions. Budget: A plan of financial operation embodying an estimate of proposed expenditures for a given period and the proposed means of financing them. Budgetary Basis: This refers to the basis of accounting used to estimate financing sources and uses in the budget. This generally takes one of three forms: GAAP, cash, or modified accrual. Budgetary Control: The control or management of a governmental enterprise in accordance with an approved budget for the purpose of keeping expenditures within the limitations of available appropriations and available revenues. Budget Calendar: The schedule of key dates, which a government follows in the preparation and adoption of the budget. Budget Message: A general discussion of the proposed budget as presented in writing by the budget-making authority to the legislative body. Capital: Any item with an expected life of more than one year and a value of more than $1000, such as automobiles, trucks, furniture, buildings, land, etc. Capital Budget: A plan of proposed capital outlays and the means of financing them for the current fiscal period. Capital Improvements Program (CIP): A plan for capital outlay to be incurred each year over a fixed number of years to meet capital needs arising from the government’s long-term needs. Cash Basis: A basis of accounting in which transactions are recognized only when cash is increased or decreased. Chart Of Accounts: The classification system used by a Town to organize the accounting for various funds.

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Comprehensive Plan: A State mandated plan that requires all units of local government to address their five-year planning and development needs, including capital and infrastructure requirements. Consumer Price Index: A statistical description of price levels provided by the U.S. Department of Labor. The index is used as a measure of the increase in the cost of living, i.e., economic inflation. Contingency: A budgetary reserve set-aside for emergencies or unforeseen expenditures not otherwise budgeted. Contractual Services: Services rendered to a government by private firms, individuals, or other governmental agencies. Examples include utilities, rent, maintenance agreements, and professional consulting services. Cost Allocation: A method used to charge Internal Service Funds and Enterprise Funds for their share of central administration costs. Debt Service: The cost of paying principal and interest in borrowed money according to a predetermined payment schedule. Debt Service Requirements: The amounts of revenue that must be provided for a debt service fund so that all principal and interest payments can be made in full on schedule. Deficit: An excess of liabilities and reserves of a fund over its assets. Department: The basis organizational unit of government, which is functionally unique in its delivery of service. Depreciation: (1) Expiration in service life of fixed assets, other than wasting assets, attributable to wear and tear through use and lapse of time, obsolescence, inadequacy, or other physical or functional cause. (2) The portion of the cost of a fixed asset charge as an expense during a particular period. Note: the cost of a fixed asset is prorated over the estimated service life of such asset and each period is charged with part of such cost so that ultimately the entire cost of the asset is charged off as an expense. In governmental accounting, depreciation may be recorded in funds where expenses, net income, and/or capital maintenance are measured. Designated Fund Balance: That portion of the fund balance that reflects management’s intended use of resources, as approved by either the government’s legislative body or chief executive officer. Encumbrances: Obligations in the form of purchase orders, or salary commitments, which are chargeable to an appropriation and for which a part of the appropriation is reserved. They cease to be encumbrances when paid or when the actual liability is set up.

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Enterprise Fund: A fund established to finance and account for operations (1) that are financed and operated in a manner similar to private business enterprises--which the intent of the governing body is that the costs (expenses, including depreciation) of providing goods or services to the general public on a continuing basis be financed or recovered primarily through user charges; or (2) where the governing body has decided that periodic determination of revenues earned, expenses incurred, and/or net income is appropriate for capital maintenance, public policy, management control accountability, or other purposes. Examples of enterprise funds are those for utilities, swimming pools, and airports. Entitlements: Payments to which local governmental units are entitled, pursuant to an allocation formula determined by the agency providing the monies, usually the state or the federal government. Expenditures: If the accounts are kept on the accrual basis, this term designates total charges incurred, whether paid or unpaid including expenses, provisions for retirement of debt not reported as a liability of the fund from which retired, and capital outlays. If they are kept on the cash basis, the term covers only actual disbursements for these purposes. Note: encumbrances are not considered expenditures. Expenses: Charges incurred, whether paid or unpaid for operation, maintenance, interest, and other charges, which are presumed to benefit the current fiscal period. Note: legal provisions make it necessary to treat as expenses charges whose benefits extend over future periods. For example, purchase of materials and supplies which may be used over a period of more than one year and payments for insurance which may be used over a period of more than one year and payments for insurance which is to be in force for longer than one year frequently must be charged in their entirety to the appropriation of the year in which they are incurred and classified as expenses of that year even though their benefit extends also to other periods. Fiscal Policy: A government’s policies with respect to revenues, spending, and debt management as these relate to government services, programs and capital investment. Fiscal policy provides an agreed-upon set of principles for the planning and programming of government budgets and their funding. Fiscal Year: A twelve-month period of time to which the annual budget applies and at the end of which entity determines its financial position and results of operations. The Town’s fiscal year begins October 1 and ends September 30. Forecast: To estimate or calculate in advance; to serve as advance indication of. Fund: An independent fiscal accounting entity with a self-balancing set of accounts recording case and/or other resources, together with all related liabilities, obligations, reserves, and equities which are segregated for the purpose of carrying on specific activities or attaining certain objectives in accordance with special regulations, restrictions, or limitations.

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Fund Accounts: All accounts necessary to set forth the financial operations and financial condition of a fund. Fund Balance: The excess of a fund's assets over its liabilities and reserves. GAAP: Generally Accepted Accounting Principles. Uniform minimum standards for financial accounting and recording, encompassing the conventions, rules, and procedures that define accepted accounting principles. General Fund: The fund that is available for any legal authorized purpose and which is therefore used to account for all revenues and all activities except those required to be accounted for in another fund. Note: the General Fund is used to finance the ordinary operations of a governmental unit. Goal: A statement of broad direction, purpose or intent based on the needs of the community. A goal is general and timeless; that is, it is not concerned with a specific achievement in a given period. Grant: A contribution by one governmental unit to another. The contribution is usually made to aid in the support of a specified function (for example, education), but it is sometimes also for general purposes. Homestead Exemption: Pursuant to the Florida State Constitution, up to $50,000 of assessed value of a home, which the owner occupies as principal residence, is exempt from the property tax. Income: This term is used in accounting for governmental enterprises and represents the excess of the revenues earned over the expenses incurred in carrying on particular phases of an enterprise's activities. As indicated elsewhere, the excess of the total revenues over the total expenses of the utility for a particular accounting period is called "net income". Intergovernmental Revenues: Revenues from other governments in the form of grants, entitlements, shared revenues or payments in lieu of taxes. Internal Service Charges: The charges to user departments for internal services provided by the vehicle maintenance activity. Inventory: A detailed list showing quantities, descriptions, and values of property; also units of measure and unit prices. Note: the term is often confined to consumable supplies but may also cover fixed assets. ISTEA: An acronym for Intermodal Surface Transportation Act of 1991. This program provides Federal dollars to the State Department of Transportation for transportation related enhancement projects at the local government level.

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Levy: (Verb) To impose taxes, special assessments or service charges for the support of governmental activities. (Noun) The total amount of taxes, special assessments or service charges imposed by a government. Liabilities: Debts or other legal obligations arising out of transactions in the past, which must be liquidated, renewed or refunded at some future date. This term does not include encumbrances. Local Communications Services Tax (LCST): A tax levied on the users of any telecommunications and cable service, which originate within the Town’s geographical boundaries and terminate within the State. Long-Term Debt: Debt with a maturity of more than one year after the date of issuance. Millage: A computation in a unit referred to as a mill. A mill is equal to 1/1000 of a US dollar or 1/10 of a cent. Modified Accrual Basis: The accrual basis of accounting adapted to the governmental fund type. It is a modified version of the full accrual basis of accounting that, in general, measures financial flow (tax and spend) of an organization, rather than capital accumulation (profit or loss). Municipal Services Taxing Unit (MSTU): The MSTU for the Town’s purpose is the taxing authority for Palm Beach County Fire/Rescue services. They are a separate entity and beginning in FY 2009, tax payers will be assessed a separate charge for their services. Net Budget: The legally adopted budget less all interfund transfers and interdepartmental charges. Objective: Something to be accomplished in specific, well-defined, and measurable terms and that is achievable within a specific time frame. Operating Costs: Outlays for such current period items as expendable supplies, contractual services, and utilities. Ordinance: A formal legislative enactment by the governing board of a municipality. If it is not in conflict with any higher form of law, such as a state statute or constitutional provision, it has the full force and effect of law within the boundaries of the municipality to which it applies. The difference between an ordinance and a resolution is that the later requires less legal formality and has a lower legal status. Ordinarily, the statutes or charter will specify or imply those legislative actions that must be by ordinance and those which may be by resolution. Pay-As-You-Go Basis: A term used to describe a financial policy by which capital outlays are financed from current revenues rather than through borrowing.

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PBC: Refers to Palm Beach County. Performance Indicators: Specific quantitative and qualitative measures of work performed as an objective of specific departments or programs. Performance Measure: Data collected to determine how effective or efficient a program is in achieving its objectives. Personnel Services: Also called Personal Services, are expenditures for salaries, wages, and fringe benefits of a government’s employees. Police Education Fund: A fund created to monitor and account for the $2-per-ticket statute that is to be used for the training of law enforcement personnel. Property Tax: A tax levied on the assessed value of real property. This tax is also known as ad valorem tax. Purchase Order: A document which authorizes the delivery of specified merchandise or the rendering of certain services, establishes their costs, and creates a commitment on both the provider and receiver of the product or services. Reserve: An account used either to set aside budgeted revenues that are not required for expenditure in the current budget year or to earmark revenues for a specific future purpose. Resolution: A special or temporary order of a legislative body; an order of a legislative body requiring less legal formality than an ordinance or statute. Retained Earnings: An equity account reflecting the accumulated earnings of an Enterprise or Internal Service Fund. Revenue Bonds: Bonds whose principal and interest are payable exclusively from earnings of an enterprise fund. In addition to a pledge of revenues, such bonds sometimes contain a mortgage on the enterprise fund's property. Revenues: (1) Increases in governmental fund type net current assets from other than expenditure refunds and residual equity transfers. (2) Increases in propriety, fund type net total assets from other than expense refunds, capital contributions, and residual equity transfers. Roll-Back Rate: A reduction of prices or wages to a previous lower level by governmental action or direction. Service Level: Services or products which comprise actual or expected output of a given program. Focus is on results, not measures of workload.

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Smoke Test: A procedure used to detect cracks or leaks within a wastewater distribution system, whereby smoke is injected into the system and monitored for seepage. Special Assessment: A compulsory levy made against certain properties to defray part or all of the cost of a specific improvement or service deemed to primarily benefit those properties. Special Revenue Fund: A fund used to account for the proceeds of specific revenue sources that are legally restricted to expenditures for specified purposes. Surplus: An excess of the assets of a fund over its liabilities and reserved equity. Taxable Value: The assessed value of property minus the homestead exemption and any other exemptions which may be applicable. Taxes: Compulsory charges levied by a government for the purpose of financing services performed for the common benefit. This term does not include specific charges made against particular persons or property for current or permanent benefits such as special assessments. Tax Rate: The amount of tax stated in terms of a unit of the tax base; for example, 25 mills per dollar of assessed valuation of taxable property. Tax Rate Limit: The maximum rate at which a government may levy a tax. The limit may apply to taxes raised for a particular purpose, or to taxes imposed for all purposes, and may apply to a single government, to a class of governments or to all governments operating in a particular area. Overall tax rate limits usually restrict levies for all purposes and of all governments, state and local, having jurisdiction in a given area. Tax Roll: The official list showing the amount of taxes levied against each taxpayer or property. Frequently, the tax roll and the assessment roll are combined, but even in these cases the two can be distinguished. Tipping Fees: A charge established by the Solid Waste Authority on each ton of garbage and trash disposed of in the Palm Beach County landfill. TRIM: An acronym for Truth in Millage, which is the section of Florida Statutes that governs the millage rate adoption process to be followed by all taxing authorities in the State of Florida. Trust Funds: Funds used to account for assets held by a government in a trustee capacity for individuals, private organizations, other government and/or other funds. Undesignated Fund Balance: This refers to the funds remaining from the prior year, which are available for appropriation and expenditure in the current year.

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User Charge: The payment of a fee for direct receipt of a public service by the party who benefits from the service. Visioning: The term used by the Town to describe its process for developing future planning and redevelopment strategies.

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Town of Lantana500 Greynolds Circle

Lantana, FL 33462-4544 (561) 540-5000

www.lantana.org

Documents

TOWN OF LANTANA hundred thousandpound catches of fish were common. In the early 1900’s the gathering - and marketing of oysters became the leading industry. The Town of Lantana was