Budget Calendar
Sumter County Board of County Commissioners
Budget Calendar - Fiscal Year 2023/2024
| 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 30 | 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 7 | Proposed Budget distributed to BOCC | OMB | |
| July 11 & 12 | BOCC Workshops: BOCC Budgets on July 11 & CO Budgets on July 12 | BOCC, CA, CO, OMB | Sections 129.03(3) and 200.065(2)(b) Florida Statutes |
| July 11 | BOCC sets Fire MSBU annual rate | BOCC | |
| 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 12 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 22 | Advertise final millage and budget hearing within 15 days of adopting tentative budget | OMB | Section 200.065(2)(d) Florida Statutes |
| September 26 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 13 | 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 26 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 |