Budget Resources
The Adopted Budget is available by clicking here.
Budget Workshops - Fiscal Year 2023/24
The Board of County Commissioners holds Budget Workshops (typically in July) to review and discuss budget information prior to the public hearings.
The FY 2023/24 Budget Workshops are scheduled to be held on July 11th and July 12th at 9:00 a.m. at:
The Villages Sumter County Service Center
7375 Powell Road, Room 102
Wildwood, FL 34785
Public Hearings - Fiscal Year 2023/24 Millage Rate & Budget
The Board of County Commissioners will hold public hearings in September 2023 to discuss and vote on the County's Millage Rate and Budget for FY 2023/24.
Tentative FY 2023/24 Millage Rate & Budget Hearing is scheduled to be held on September 12th at 6 p.m. at:
Everglades Regional Recreation Center
5497 Marsh Bend Trail, Grand Canyon Room
The Villages, FL 32163
Final FY 2023/24 Millage Rate & Budget Hearing is scheduled to be held on September 26th at 6 p.m. at:
Everglades Regional Recreation Center
5497 Marsh Bend Trail, Grand Canyon Room
The Villages, FL 32163
The annual budget process is virtually a year-round process ensuring that the County manages its funds efficiently and effectively while providing outstanding service to citizens. You, too, can be a valuable participant! Follow the graphic below to find out how you can get involved. Look for this icon:
.
The Budget Process Timeline
| Phase 1 | New fiscal year begins on October 1st of each year. |
| Phase 2 | County staff begins forecasting revenue and expenditures by analyzing historical actual data and modifying the forecasts based on known trends and changes. Budget guidelines are developed based on known factors affecting the County such as staffing needs, capital improvements, and trend data, and then communicated to County departments, Constitutional Officers, and outside agencies supported by the Sumter County Board of County Commissioners (BOCC). |
| Phase 3 | County departments and agencies supported by the BOCC develop their budget requests. County departments work closely with the County Administrator to ensure that all facts regarding the upcoming budget year are addressed. Various budget workshops are held between the County Administrator and County staff to develop the tentative budget. |
| Phase 4 | The tentative budget is finalized based on direction and approval from the County Administrator. The tentative budget document presents a balanced budget for the coming year. |
| Phase 5 | The tentative budget is distributed to the BOCC and budget workshops are held with the County Administrator, Constitutional Officers, and County budget staff. County staff revises the tentative budget for any changes directed by the BOCC and County Administrator. The tentative budget document is prepared for future public hearings and approval. |
| Phase 6 | The Property Appraiser receives fire assessment information and public hearing dates from County staff for inclusion in the Truth In Millage (TRIM) notice. The Property Appraiser mails the TRIM notice in August. |
| Phase 7 | The BOCC holds two public hearings in September where Sumter County residents have the opportunity to provide input to the BOCC regarding the budget process. At the first public hearing, the BOCC approves the tentative millage rate and budget. |
| Phase 8 | At the second and final public hearing, the BOCC approves and adopts the final millage rate and final county budget. |
Sumter County Board of County Commissioners
Budget Calendar - Fiscal Year 2022/2023
| Date | Activity | Participants | Reference |
| January | Obtain budget access list from Department Heads and set up roles in GovMax. | OMB | |
| February | Budget calendar, requirements and assumptions provided to departments and other agencies | OMB | |
| February | GovMax budget review activated for departments | Department Heads, OMB | |
| March - April | Departments compile budget requests | Department Heads, OMB | |
| March | CIP Forms due to OMB | Department Heads, OMB | |
| April | Budget Requests due to Budget Analysts | Department Heads, OMB | |
| May - June | OMB and CA reviews department budgets and meets with departments as needed. | OMB | Section 129.03(2) Florida Statutes |
| May | Budgets, Performance Measures and revised CIP documents are due from Department Heads, other agencies, and constitutional officers (CO) except Property Appraiser | Department Heads, CO less PA, VCDD, agencies, OMB | |
| May | Department GovMax Access View Only | OMB | |
| May - June | OMB and CA reviews department budgets and meets with departments as needed. | OMB | |
| June 1 | PA submits budget to the County Administrator | CA, PA | Section 195.087 Florida Statutes |
| June 29 | Final budget updates entered in GovMax | OMB | |
| July 1 | PA certifies assessment of all property values on DR-420, DR-TIF | PA | Section 200.065(1) Florida Statutes |
| July 5 | Proposed Budget to CA | CA, OMB | |
| July 8 | Proposed Budget distributed to BOCC | OMB | |
| July 12 & 13 | BOCC Workshops: BOCC Budgets on July 12 & CO Budgets on July 13 | BOCC, CA, CO, OMB | Sections 129.03(3) and 200.065(2)(b) Florida Statutes |
| August 23 No later than 55 days from PA certification | PA mails out the TRIM Notice to each taxpayer listed on the current year assessment roll | PA | Sections 200.065(2)(b) and 200.069 Florida Statutes |
| September 13 65 - 80 days from PA certification | First Public Hearing for adoption of Tentative Budget and Millage Rate | BOCC, CA | Section 200.065(2)(c) Florida Statutes |
| September 15 | Transmit Fire Assessment Memo and Tax Roll to Tax Collector and Property Appraiser | OMB | Section 197.3632(5)(a) |
| September 23 | Advertise final millage and budget hearing within 15 days of adopting tentative budget | OMB | Section 200.065(2)(d) Florida Statutes |
| September 27 Within 2 - 5 days of advertisement | Final Public hearing for adoption of Final Budget and Millage Rate (after regular BOCC meeting) | BOCC | Sections 129.03(2)(c-e) Florida Statutes |
| September 29 Within 3 days of Final Hearing | Last day to notify the PA, TC, TRIM of Final Millage Rates via DR-422 (E-TRIM) | OMB | Sections 200.065(4) Florida Statutes |
| October 14 | Last day to submit final budget and county's economic status to the Office of Economic and Demographic Research. | OMB | Section 129.03 (3)(d) Florida Statutes |
| October 27 Within 30 days of Final Hearing | TRIM Compliance Package to FL Dept. of Revenue; Final adopted budget posted on website | OMB | Sections 200.065(2)(d) Florida Statutes |
The Adopted Budget Document is a descriptive document which highlights the changes in the Sumter County budget from one fiscal year to the next. The document includes a letter to the Sumter County Board of County Commissioners along with the detailed budgeted revenues and expenditures, staffing changes, and capital improvement plans.
- FY 2019/20 Adopted Budget Document
- FY 2018/19 Adopted Budget Document
- FY 2020/21 Adopted Budget Documents
- FY 2021/22 Adopted Budget Documents
- FY 2022/23 Adopted Budget Documents
- FY 2023/24 Adopted Budget Final Hearing Documents
For additional information, please contact the Office of Management & Budget via email or by calling (352) 689-4400.