Welcome to the FGFOA
"The FGFOA your professional resource for Education, Networking, Leadership and Information"
 2007-2008 FGFOA President
Mark Fostier, CPA, CGFO, CPFO
Assistant Comptroller
Orange County Comptroller's Office
It is an honor and privilege to serve as your President. This year, the Board of Directors will be focused on Teamwork. With property tax reform consuming most of our time, teamwork will be essential to maintain the quality services we provide for the citizens of Florida. The FGFOA Board is committed to educate you and be an information resource that you can rely on during these unprecedented times. If you have any suggestions that will help us in this effort, please do not hesitate to contact me at mark.fostier@occompt.com. Your feedback is very important and much appreciated. I look forward to serving you and the best state association in the nation!
Jacksonville Omni Hotel
FGFOA Rate of $139.00
Reservations can be made on-line Omni
245 Water Street
Jacksonville, Florida 32202
Phone: (904) 355-6664, Fax: (904) 791-4812
SHUTTLE SERVICE WILL BE PROVIDED BETWEEN Omni and the Hyatt
PARKING AT THE HYATT IS LIMITED -- SHUTTLE SERVICE IS RECOMMENDED
Hotels in the area:
Hampton Inn I-95 Central
1331 Prudential Drive
Jacksonville, Florida, USA, 32207
904-396-7770 www.hilton.com
1.08 miles from city center
Jacksonville Marriott
4670 Salisbury Road
Jacksonville, FL 32256
904-296-2222 www.marriott.com
6.7 miles from city center
FGFOA does not have a formal contract with these hotels. We suggest you request the Government Rate, AAA or AARP if any of these apply.
Congratulations to the new 2008-2009 FGFOA Board members! The Election closed on April 8, 2008. There was a total of 491 votes cast (23% turnout). Election Results: Secretary/Treasurer
Jeffrey R. Smith, CPA, CGFO, Indian River County Will serve as President-elect, 2009-2010 and as President, 2010-2011
Directors (four positions available)
Mary Anderson-Pickle, CGFO, Deputy Finance Administrator, City of Palm Beach Gardens
Kent Olson, CGFO, Budget Officer, City of Jacksonville
Ted J. Sauerbeck, CPA, CGFO, Audit Director, Auditor General, State of Florida
Barry H. Skinner, CPA, CGFO, CPFO, Deputy Director of Finance and Accounting, Orange County Comptroller’s Office
The by-law amendment adding a retiree category passed with 446 yes votes to 45 no votes.
2008-2009 Committee Applications
Linda Davidson, the FGFOA President-Elect, invites you to GET INVOLVED and serve on an FGFOA Committee for 2008-2009. The 2008-2009 Committees kick off at the 2008 FGFOA Annual Conference to be held in May. If you are currently serving on a committee and want to continue, you need to complete the application again. If you are not currently serving on a Committee, now is the time to join the fun!
2008-2009 Committee Application - Click Here
Department of Financial Services – Uniform Accounting System Manual (Chart of Accounts)
The Florida Department of Financial Services (DFS) has assembled a task force to recommend revisions to the Uniform Accounting System Manual (i.e., uniform chart of accounts). The major objective of this effort is to clarify existing account code descriptions to achieve greater consistency in statewide reporting of local government financial information. DFS requested that FGFOA participate on the task force and Betsy Coxen and David Reid from the Leon County Clerk of Court's Office graciously agreed to represent our Association.
Attached Please find the following information:
1. Draft 2008 UAS Manual
2. 03-10-08 Kickoff Powerpoint Presentation
3. Account Code Suggestion Form
4. Account Code Description Suggestion Form
If you have any suggested changes to any account codes or descriptions thereof, please complete either an Account Code Suggestions form or an Account Code Descriptions form as appropriate and forward it to betsy at betsyc@leoncountyfl.gov.
2008 FGFOA Legislative Policy Statement
The 2008 Legislative Policy Statement has been approved by the Board. Please download and share with your legislators and lobbyists.
FGFOA Discussion Forum
"Join the Discussion" Take a look and see what the hot issues are with the membership! You may have the answer! Click here to view
Property Tax Reform Resources
11/07/2007 Summary of Special Session 2007(D)
Property Tax Glitch Bills
House version (PCB PBC 08-11)
Senate version (SB 1588c1)
2008 SAMPLE DR 420 CALCULATION SPREADSHEETS
Below please find sample DR420 spreadsheets for fiscal year 08 both cities and counties. We are in the process of updating the 2009 sample DR 420 calcuation on the new DOR forms and related guidance and when post when available.
Please note that these illustrative spreadsheets are provided for your use as worksheets; you will still need to complete the prescribed forms from DOR that can be downloaded from their website.
The sample DR420 spreadsheets provided, for both cities and counties, cover the following possibilities:
1. A city or county that has no CRA (no TIF)
City
County
2. A city or county that has a CRA (TIF)
City
County
Maximum Millage Levy Calculation Forms
2007 County - Form DR-420 C-P
2007 Municipal - Form DR-420 M-P
2007 Independent Special District - Form DR-420 I-P
Department of Revenue Form - General information on the calculation of maximum millage
Compound Annual Growth Rates in Per Capital Taxes Levied
The Department of Revenue has established a page on the Department website for the public to view the actions the Department is taking in preparation for the implementation of House Bill 1B. You will find the link in the Current Topics box at:
http://dor.myflorida.com/dor/property/spec_session.html.
Subject: Calculation of the TRIM Rolled-Back Rate TO: Taxing Authorities
FROM: James McAdams
SUBJ: Calculation of the TRIM Rolled-Back RateDATE: April 17, 2008
We have received several questions concerning the calculation of the TRIM rolled-back rate in light of the millage levy limitation statutes passed last year. The rolled-back rate for Truth in Millage (TRIM) is different than the maximum millage rate under the new statutes.
The maximum millage rate that can be levied by a majority vote is calculated pursuant to s. 200.185(5), F.S. As stated in paragraph (a), the maximum millage rate is the TRIM rolled-back rate determined pursuant to s. 200.065, F.S., adjusted by the growth in per-capita Florida personal income. The growth rate in per-capita Florida personal income to be used for 2008 is 4.15%. Therefore, the maximum millage rate that your taxing authority can levy by majority vote is 4.15% higher than the TRIM rolled-back rate.
Please note that the adjustment for growth in per-capita Florida personal income is only for purposes of determining the maximum millage levy. The adjustment does not impact the calculation of the rolled-back rate for TRIM purposes. The TRIM rolled-back rate is the relevant millage rate to use for purposes of the Notice of Proposed Taxes and for determining the form of the newspaper advertisement for your final hearing.
If you have any questions or need additional information, please email our TRIM section at TRIM@dor.state.fl.us.
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