Budget Calendar

Sumter County Board of County Commissioners

Budget Calendar - Fiscal Year 2024/2025

JanuaryObtain budget access list from Department Heads and set up roles in GovMax.OMB
FebruaryBudget calendar, requirements and assumptions provided to departments and other agenciesOMB
FebruaryGovMax budget review activated for departmentsDepartment Heads, OMB
March - April Departments compile budget requestsDepartment Heads, OMB
MarchCIP Forms due to OMBDepartment Heads, OMB
AprilBudget Requests due to Budget AnalystsDepartment Heads, OMB
May - JuneOMB and CA reviews department budgets and meets with departments as needed. OMBSection 129.03(2) Florida Statutes
MayBudgets, Performance Measures and revised CIP documents are due from Department Heads, other agencies, and constitutional officers (CO) except Property AppraiserDepartment Heads, CO less PA, VCDD, agencies,  OMB
MayDepartment GovMax Access View OnlyOMB
May - JuneOMB and CA reviews department budgets and meets with departments as needed. OMB
June 1PA submits budget to the County Administrator CA, PASection 195.087 Florida Statutes
June 28Final budget updates entered in GovMaxOMB
July 1PA certifies assessment of all property values on DR-420, DR-TIFPASection 200.065(1) Florida Statutes
July 5Proposed Budget to CACA, OMB
July 12Proposed Budget distributed to BOCCOMB
July 16 & 17BOCC Workshops: BOCC Budgets on July 16 & CO Budgets on July 17BOCC, CA, CO, OMBSections 129.03(3) and 200.065(2)(b) Florida Statutes
July 23 BOCC sets Fire MSBU annual rateBOCC
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 rollPASections 200.065(2)(b) and 200.069
 Florida Statutes
September 10
65 - 80 days from PA certification
First Public Hearing for adoption of Tentative Budget and Millage Rate BOCC, CASection 200.065(2)(c)
 Florida Statutes
September 15Transmit Fire Assessment Memo and Tax Roll to Tax Collector and Property AppraiserOMBSection 197.3632(5)(a)
September 20Advertise final millage and budget hearing within 15 days of adopting tentative budgetOMBSection 200.065(2)(d) Florida Statutes
September 24
Within 2 - 5 days of advertisement
Final Public hearing for adoption of Final Budget and Millage Rate (after regular BOCC meeting)BOCCSections 129.03(2)(c-e) Florida Statutes
September 27
Within 3 days of Final Hearing
Last day to notify the PA, TC, TRIM of Final Millage Rates via DR-422 (E-TRIM)OMBSections 200.065(4) Florida Statutes
October 13Last day to submit final budget and county's economic status to the Office of Economic and Demographic Research. OMBSection 129.03 (3)(d) Florida Statutes
October 26
Within 30 days of Final Hearing
TRIM Compliance Package to FL Dept. of Revenue; Final adopted budget posted on websiteOMBSections 200.065(2)(d) Florida Statutes