High Quality
Open the downloaded document, and select print from the file menu (PDF reader required).
GrowthImplicationsfor Local Government Budgets
TheBudgetImpactTemplate
PolkCounty,FloridaExample
Designed&Developedby
GlennW.Robertson&Associates
Tallahassee,Florida
A u g u s t 2 0 0 7
GrowthImplicationsfor Local Government Budgets
TheBudgetImpactTemplate
Polk County,Florida Example
DocBITProposal:Layout 1 8/24/07 12:31 PM Page 1
Table ofContents
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1The Budget ImpactTemplate (BIT) . . . . . . . . . . . . . . . . . . . . . 2Growth Impact Assumptions . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Completing BIT for Polk County’s GovernmentThe County’s General Revenue Fund:Expenditure/Revenues . . . . . . . . . . . . . . . . . . . . . . . . 4 & 5The Sheriff’s Office Example . . . . . . . . . . . . . . . . . . . . . . . . . 6CSX Development of Regional Impact(DRI) Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 & 8DRI Impacts on Local Government BudgetsThe CSX Project Example . . . . . . . . . . . . . . . . . . . . . . 7 & 8Implications of Applying BIT to Polk’sLocal Governments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Executive Summary: Projected Growth ImpactResults for Polk County’s Government . . . . . . . . . . . . . . . 10
Attachments:
1. Population Statistics and FutureTemplate Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112. Footnotes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123. Glenn Robertson: Background . . . . . . . . . . . . . . . . . . . . . . 12
Special thanks are extended to the staff of the Polk County Government,the Polk County Sheriff’s Office and the Polk County School District,whoassisted in the testing of the Budget Impact Template. Their help wasinvaluable,inspiringandappreciatedandtoMr.C.C.(Doc)Dockery,citizenactivist,whomadethisprojectpossiblewithasincerehope that theBudget ImpactTemplatehelpsPolkCounty’slocal governments and the public to better understand the impacts andimplicationsofgrowth.
A u g u s t 2 0 0 7
For my part,whatever anguish of spirit it may cost,I am willing to know the whole truth;to know the worst and provide for it.
PatrickHenry
DocBITProposal:Layout 1 8/24/07 12:31 PM Page 2
A u g u s t 2 0 0 7
112
A u g u s t 2 0 0 7
Introduction
It is well known that growth in residents, visitors and businesses presentsmany opportunities for cities and counties but growth also results indemandsforadditionalservicesfromlocalgovernments.Lesswellknownishowpopulationgrowthimpactslocalgovernmentbudgets in terms of additional spending requirements to provideadditional services.The Budget ImpactTemplate (BIT) offers a first assessment capacity to calculate estimates of these impacts on city and county governments,in particular.
TheBudgetImpactTemplateObjective
To provide local government jurisdictions with a relatively simple,understandable yet credible tool to estimate typical budget spending andtax collection impacts resulting from growth in residents, visitors andbusinesses.Econometricmodelscanprovidemoredetails.The BIT is useful for estimating impacts from average annual growthtrends and/or spikes in growth beyond these trends due to DevelopmentsofRegionalImpacts(DRIs)orotherspecificreasons.
TheBudgetImpactTemplate’sUses
1.
Provides a measurable sense of growth impacts on each local government’s General Fund departments. These departments provide basicservicessuchaslawenforcementandfire.
2.
Focusesonpercapita(per1,000)residentsimpactcalculationsaverages forexpendituresandtaxes.
3.
With a better understanding of growth impacts on the budget, local officialsandthepubliccanbetterassessoptionsrelatedtoGeneralFund taxingandspendingpolicies.
4.
Local government departments and/or offices can better explain the portionoftheirbudgetrequeststhatresultfrompopulationincreasesin the county. Government officials can better assess growth impacts on spendingandtaxingpressuresandhelpcitizensunderstandtheimpact ofthesepressuresontheBudget.
Current year numbers of residents,visitors & businesses receive servicesfunded in government budgets.
These budgets can be expressed in dollars budgeted per 1,000 population: $ Expenditures/1,000 $ Revenues/1,000
Additionalresidents, visitors&businessescomingnextyearandeveryyearthereafterpayadditionaltaxesandgettheirshareoftheadditionalservicesfundedinlocalgovernmentbudgets.
Per 1,000 populationgrowth numbers can be used tocalculate estimated increasesin tax revenues paid by each extra 1,000 peopleand the cost of servicesthey require.
Thebudgetimpacttemplatetranslatesper1,000populationgrowthnumbersintolikelyrevenuesandspendingwhicheachlocalgovernmentcanexpectifthenew populationreceivesthesamelevelofservicesandpaystaxesbasedoncurrentrates.
BudgetImpact TemplateBasicLogic:
Attachment2
Footnotes
1.
U.S.CensuspopulationstatisticsavailablethroughtheUniversityofFlorida’sBureauofEconomicandBusinessResearch
2.
WinterHavenChamberofCommerceBlog:CSX:YourQuestions,May3,2007
3.
PolkCountygovernmentstaffbriefingdocumentfortheBoardofCountyCommissioners,“PolkCountyPropertyTaxReformDiscussion,”May23,2007
4.
PolkCountygovernmentbriefingdocument,“PolkCountyPropertyTaxReformDiscussion,”May23,2007
5.
PolkCountySchoolDistrictFY2006-07Budget
6.
PolkCountySheriff’sOfficeStrategicPlanforFY2007-08;alsoPolkCountygovernmentstaffbriefingdocumentfortheBoardofCountyCommissioners,“PolkCountyPropertyTaxReformDiscussion,”May23,2007.
In addition to using documents supplied by the different organizations,multiple interviews were conducted with Polk County Government,the Polk Sheriff’s Office and Polk School District staff during the months of May-July 2007.
Attachment3
Author,GlennW.Robertson:Background
1988 – present:
President, GlennW. Robertson & Associates, Tallahassee, Florida: specializing in integrated planning,policy,budget,finance,operatingandperformancesystemsandsoftwareforgovernmentandbusiness.
1979 – 88:
Director of State of Florida Policy, Planning, Budgeting and Finance for Governors Bob Graham (D),WayneMixson(D)andBobMartinez(R).
1977–79:
AssistantCountyAdministratorandDirectoroftheBudgetforPinellasCounty,Florida.
1972–79:
DirectorofProgramPlanning,IntergovernmentalAffairsandEvaluationforCityofTampa,Florida.
1968–72:
HillsboroughCountyBoardofPublicInstruction,Instructor.
Education:
M.A.inEconomics:UniversityofSouthFloridaM.S.inManagement:UniversityofSouthFloridaB.A.inEconomics:U.S.F.B.A.inSocialScience/Education:U.S.F.
GlennW.Robertson,GlennW.Robertson&Associates GWR8008@aol.com 850-294-8264
DocBITProposal:Layout 1 8/24/07 12:31 PM Page 3
Add a Comment