user friendly budget
DESCRIPTION
User Friendly Budget. Jon and Joe Show Continued!. More Great teams of the past. User Friendly Budget Layout. Narrative UFB-1 Revenue Summary UFB-2 Appropriation Summary UFB-3 Structural Imbalances UFB-4 Tax Impact & RUT UFB-5 Tax Assessments. UFB-6 Tax Abatements UFB-7 Personnel Costs - PowerPoint PPT PresentationTRANSCRIPT
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USER FRIENDLY BUDGET
Jon and Joe Show Continued!
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MORE GREAT TEAMS OF THE PAST
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USER FRIENDLY BUDGET LAYOUT Narrative
UFB-1 Revenue Summary
UFB-2 Appropriation Summary
UFB-3 Structural Imbalances
UFB-4 Tax Impact & RUT
UFB-5 Tax Assessments
UFB-6 Tax Abatements
UFB-7 Personnel Costs
UFB-8 Health Benefits
UFB-9 Debt
UFB-10 Shared Services
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NARRATIVE
The narrative provides:
1. A brief overview of the document and its purpose
2. An overview of the information being collected and the reason for collecting and presenting the data
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UFB-1 REVENUE SUMMARY
Source:
1. Budget Document Sheets 4 thru 11
2. Budget Document Sheets 31 & 34
When dealing with utilities the only logical place for the various revenues is under Local Revenues
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UFB-1 REVENUE SUMMARY
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UFB-2 APPROPRIATION SUMMARYSource:
1. Budget Document Sheets 12-30
2. Utility Sheets 32 thru 36
Utilities were assigned based upon where they fit logically.
Comments:
•Headcount was an interesting exercise
•Allocated positions across various areas
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UFB-2 APPROPRIATION SUMMARY
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UFB-3 STRUCTURAL IMBALANCESSource:
1. Budget Document Sheet 3B(2)
This was a straight copy job from the budget document.
The debate becomes what you feel should be disclosed on this form.
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UFB-3 STRUCTURAL IMBALANCES
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UFB-4 TAX IMPACT & RUT
Source:
1. Tax Assessor or Tax Collector’s office, final certified tax levy from the County Board of Taxation
2. Sheet 22 of the AFS
3. Sheet 25 of the AFS
4. Sheet 26 of the AFS
Comments:
There was no provision for a Spec Dist.
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UFB-4 TAX IMPACT & RUT
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UFB-5 TAX IMPACT & RUT
Source:
1. Tax Assessor or Tax Collector’s office, “Tax List District Summary”
2. An alternate source would be the “Table of Aggregates” but this fails to provide the number of properties under the exempt codes
3. Tax Assessor will be the source for Tax Appeals Data
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UFB-5 TAX IMPACT & RUT
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UFB-6 TAX ABATEMENTS
Source:
1. Tax Assessor
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UFB-6 TAX ABATEMENTS
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POLL QUESTION #3
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UFB-7 PERSONNEL COSTS
Source:
1. This is going to require you to analyze your data in a different way
2. I started with my totals and then backed out the data for the various categories
3. The Number of employees here is misleading as it combines the FT and PT employees
Comment:
•Pension Rates are now different
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UFB-7 PERSONNEL COSTS
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UFB-8 HEALTH BENEFITS
Source:
1. This is going to require you to analyze your data in a different way
2. Will be interesting to see how the data is used once all towns are up and running
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UFB-8 HEALTH BENEFITS
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UFB-9 DEBT
Source:
1. Annual Debt Statement
2. Sheet 1 of the AFS (Census)
3. The area in yellow is highlighted because I have BANs only and am projecting that future years will be the same as the current year.
4. The information on future years is similar to what we put on the budget advertisement, just two more years.
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UFB-9 DEBT
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UFB-10 SHARED SERVICES
Source:
1. Various Shared Service Agreements that your town may have
Comments:
2. I have included many that are not formal
3. Not All Shared Service Agreements require the formality of a written document (Many are done on a handshake)
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UFB-10 SHARED SERVICES
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GENERAL COMMENTS
1. Formatting throughout the document required some attention
2. Formulas still need some work but were workable
3. The Volunteers for the Pilot program will be providing feedback to the Division to incorporate into the final version
4. The way you capture data for your budget planning will most likely be impacted in order to present information on the user friendly budget
5. Most of the information being requested is readily available from other documents that we are already producing
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QUESTIONS
?