Item Coversheet

CITY OF OAKLAND PARK, FLORIDA
CITY COMMISSION AGENDA ITEM REPORT


A
GENDA ITEM NO.

MEETING DATE: 7/15/2026
PREPARED BY: 

Rhea Rivera, CGFM

Director, Financial Services

DEPARTMENT HEAD APPROVAL:  FINANCIAL SERVICES
SUBJECT: FY27 Recommended Budget Summary
1.BACKGROUND/HISTORY
    
 

Issue Statement: The City Commission is required to adopt and provide to Broward County Property Appraiser (BCPA) by August 4, 2026, the preliminary millage rate and special assessment rates for fire, stormwater, and solid waste, to be reflected on the truth-in-millage (TRIM) notices to be mailed by BCPA to property owners in August.  The rates to be adopted are for the fiscal year (FY) 2027, which begins on October 1, 2026, and ends September 30, 2027.

 

Recommended Action: Staff will provide a summary of the FY 2027 Recommended Budget.  Staff recommends that the Commission reduce the current operating millage rate of 5.6979 mills to 5.6799 for FY 2027.  This operating millage rate is the lowest rate in eighteen years and the twelfth reduction in operating millage over thirteen years.  This rate reflectsreduction of 0.7196 mills since FY 2014, a decrease of 11.2%.  Under separate agenda items, the Commission will adopt the FY 2027 preliminary millage rates (operating and debt service), and the fire, stormwater, and solid waste assessment rates to be displayed on the TRIM notices.

 

In accordance with State statutes, the City is required to provide the County Property Appraiser with preliminary millage and assessment rates by August 4, 2026, and then conduct three hearings in September. The preliminary millage and assessment rates to be provided to the County Appraiser for inclusion on the TRIM Notice are upper limits of what the Commission may ultimately choose to adopt. There is no requirement that these preliminary rates be adopted. The rates provided on the TRIM notice may be lowered, but cannot be increased without significant additional advertising efforts, costs, and potential time delays by the City. 

 

The current schedule to adopt the FY 2027 budget, including millage and assessment rates, is:

 

  • January 14: Extension of Strategic Plan by City Commission.
  • April 21 - Community Budget Meeting held via Zoom.
  • June 3 - Capital Improvement Program (CIP) Update and Preview at City Commission meeting.
  • July 8 - Distribution of the FY 2027 Recommended Budget book to Commission.
  • July 15 - Budget presentation; Adoption of preliminary millage and assessment rates for inclusion on the TRIM Notice. Tentative budget hearing date set.   
  • August 4 - Deadline for providing preliminary millage and assessment rates to the Property Appraiser for inclusion on the TRIM Notice.
  • August 24 - Deadline for Property Appraiser to mail TRIM Notices (Appraiser has advised notices will be mailed beginning August 12).
  • September 9 (Wednesday) - Public hearing and adoption of tentative millage rate and tentative FY 2027 budget; Final budget hearing date set. CRA Board adoption of tentative CRA budget.
  • September 14 (Monday) - Public hearing and adoption of the fire, stormwater, and residential solid waste assessment rates (to be held at 6:00 PM).
  • September 23 (Wednesday) - Public hearing and adoption of final millage rate and final FY 2027 budget, CIP, staff classification and compensation plan, and fiscal policies and fee booklet; and CRA Board adoption of final CRA budget.

2.CURRENT ACTIVITY
    
 

The Recommended FY 2027 Annual City Budget is provided for the Commission's review.  An overview will be presented at the Commission meeting.

 

Staff recommends that the Commission reduce the current operating millage rate of 5.6979 mills to 5.6799 for FY 2027.  This operating millage rate is the lowest rate in eighteen years and the twelfth reduction in operating millage over thirteen years.  This rate reflects a reduction of 0.7196 mills since FY 2014, a decrease of 11.2%.

 

Staff also recommends that the Commission adopt a debt service millage rate of 0.3136 mills for the Series 2020 ($26 million) G.O. Bonds; and 0.1706 mills for the Series 2022 ($14 million) G.O. Bonds.  The combined debt service millage rate is 0.4842 mills, a decrease of 5.2% compared to FY 2026. 

 

The operating and debt millage rates combined total of 6.1641 mills is a decrease of 0.0448 mills from the combined total of 6.2089 last year.  Two separate millage rates will appear on the TRIM notices and tax bills - for the operating millage and for the combined debt service millage.   

 

In preparing the recommended budget, staff utilized Commission direction and guidance as the basis for determining the programs and levels of services being proposed in the budget.  The FY 2027 recommended budget is the fifth budget to incorporate the Strategic Plan's updated Strategic Performance Areas that were approved by the City Commission in 2022.  These priorities determine the funding levels that determine the preliminary millage rates and the preliminary fire, stormwater, and solid waste assessment rates that are being recommended for adoption in subsequent items on the agenda.  

 

The recommended budget is a financial plan for City operations and investments for an entire year. This plan was prepared to follow the Commission's policy direction, vision, and ambitious plans by responsibly funding major projects and initiatives to address quality of life issues, improve infrastructure, enhance services, and promote redevelopment and investment. The recommended budget is fiscally prudent, meeting all legal requirements, balancing all revenues and expenditures, and following City fiscal policies, and setting service charges and fees to ensure appropriate recovery of costs.

 

The budget is a complex document, and modifications require substantial staff time and effort to prepare and implement to ensure the document remains balanced and revenues are appropriately matched to their legally allowable uses. As with all budgets, this document is only a plan. During the budget year, there are multiple opportunities to amend this plan as needed in response to new information, changes in policy directions, and other developments. Issues that arise after the presentation of the Recommended Budget in July, for example, have been addressed as part of the regular November budget amendment.  

 

Staff recommends the Commission consider the FY 2027 Recommended Budget and provide guidance and direction as warranted.  Attached to this agenda item are copies of the City Manager's Recommended FY 2027 Budget Message, a listing of FY 2027 Business Plan Initiatives and Non-infrastructure Capital Outlay, the draft of FY 2027 Capital Improvement Program (CIP), the FY 2027 Vehicle Replacement Schedule, and the FY 2027 Staffing Summary by Division.

 

Budget data will be posted to the City's OpenGov transparency platform.  Electronic copies of the budget are available upon request by contacting the City Clerk's Office or the Department of Financial Services.

3.FINANCIAL IMPACT
    
 

The FY 2027 Recommended Budget for all funds is approximately $180.6 million, and includes:

 

  • General Fund budget of $97.4 million;
  • Debt Service Fund of $6.8 million; 
  • CRA Fund budget of $1.0 million;
  • Special Revenue Funds of $1.0 million;
  • Water-Sewer Fund budget of approximately $31.2 million;
  • Solid Waste Fund budget of  $11.6 million;
  • Storm Water Fund budget of about $6.8 million; and
  • General Fund Capital Fund of $24.9 million which was included in the CIP presentation made to the City Commission on June 3, 2026. 
  • Total CIP including the Enterprise Funds amounts to $28.8 million.  The final CIP will be presented along with the budget in September.
4.RECOMMENDATION
    
 This item is for presentation and discussion purposes only.  By way of separate agenda items, the City Commission will consider and adopt resolutions establishing the preliminary operating millage, debt service millage, fire assessment, residential solid waste assessment, and stormwater assessment rates.
ATTACHMENTS:
Description
FY27 Budget Message
FY 2027 Business Plan
FY 2027 Draft CIP
FY 27-31 Vehicle Replacement Schedule
FY 2027 Staffing Summary
BSO Letter