APPROPRIATIONS FOR COMMUNITY REDEVELOPMENT AGENCIES

Jacksonville Ordinance Code tit. V, ch. 106, pt. 3, subpt. D

in effect

Jacksonville Ordinance Code § 106.340 Definitions.

Sec. 106.340. - Definitions. The following terms or phrases, wherever used or referred to in this Subpart D, shall have the following respective meanings for the purposes of this Subpart, unless different meanings are clearly indicated by the context. When not inconsistent with the context, words used in the present tense shall include the future, words in the plural include the singular, and words in the singular include the plural. Administrative Expenditures Category means the budget category in an Approved CRA Budget that itemizes expenses related to the administration of the CRA, including, but not limited to, internal services charges (e.g., Office of General Counsel expenses), professional and contractual services of an administrative nature, travel expenses, advertising and promotion, office supplies, employee training, dues and subscription fees, and supervision allocation. Professional services of an administrative nature shall not include Plan Professional Services. Approved CRA Budget means a CRA Board's proposed fiscal year budget in the City's budget ordinance, as modified and approved by Council. CRA or Community Redevelopment Agency means and includes any agency created by Council to carryout community redevelopment under F.S. Ch. 163, Pt. III. This term includes the Downtown Investment Authority ("DIA"), the Renew Arlington Community Redevelopment Agency ("Renew Arlington CRA"), the Jacksonville International Airport Community Redevelopment Agency ("JIA CRA"), the KingSoutel Crossing Community Redevelopment Agency ("KingSoutel Crossing CRA") and such other agencies as may be created by the Council for community redevelopment purposes. CRA Board means the governing board of a Community Redevelopment Agency. CRA Board Administrator means the person assigned by the CRA Board to provide administrative support to the CRA Board. The CRA Board Administrator for the DIA shall be the DIA's Chief Executive Officer, or designee. The CRA Board Administrator for the Renew Arlington CRA, JIA CRA, and KingSoutel CRA shall be the Economic Development Officer of the Office of Economic Development, or designee. CRA Budget Allocation/Transfer Form means the budget transfer and allocation form required in Section 106.344 of this Subpart and approved by the Council pursuant to Ordinance 2018-555-E. CRA Budget Categories or Categories means the following four expenditure categories identified on an Approved CRA Budget: (1) Administrative Expenditures Category; (2) Financial Obligations Category; (3) Future Years Debt Reduction Category; and (4) Plan Authorized Expenditures Category. CRA Capital Project Information Sheet means the CRA Capital Project Information Sheet required in Section 106.344 of this Subpart and approved by the Council pursuant to Ordinance 2018-555-E for Plan Capital Projects. CRA Trust Fund means a trust fund established pursuant to F.S. Ch. 163, Pt. III. This term shall include the trust funds established in Section 111.640 (Southside Community Redevelopment Agency Trust Fund and the Northbank Downtown Community Redevelopment Agency Trust Fund), Ordinance Code; Section 111.641 (Jacksonville International Airport CRA Trust Fund), Ordinance Code; Section 111.642 (KingSoutel Crossing CRA Trust Fund), Ordinance Code; and Section 111.645 (Renew Arlington Community Redevelopment Agency Trust Fund), Ordinance Code. CRA Trust Fund Activities means the separate activities established within a CRA Trust Fund for the CRA Budget Categories and the CRA Board approved Plan Authorized Expenditures and Financial Obligations. Financial Obligations Category means the budget category on an Approved CRA Budget that itemizes expenses related to the CRA Board's debt service and expenses, mandatory contractual payments, and other financial obligations of the CRA, including, but not limited to, debt payments, REV grants and QTI grants. Financial Obligation(s) means a specific financial obligation within the Financial Obligation Category. Future Years Debt Reduction Category means the budget category on an Approved CRA Budget that a CRA Board allocates for the purpose of later reducing any indebtedness to which increment revenues are pledged. Plan or Community Redevelopment Plan means a plan approved by Council ordinance, as may be modified from time to time, to be implemented by a Community Redevelopment Agency for a community redevelopment area and that includes a description of the goals and objectives for revitalization and may include various Plan Capital Projects, Programs and Plan Professional Services designed to further the goal of revitalization under the Plan, subject to available funds. Plan Authorized Expenditures means the existing or new Programs, Plan Capital Projects, and Plan Professional Services approved by the CRA Board that are consistent with and contained in the Plan. Plan Authorized Expenditures shall not include any expenses itemized in the Administrative Expenditures Category or the Financial Obligations Category. Plan Authorized Expenditures Category means the budget category in an Approved CRA Budget that includes: (i) the expenses for each specific Program, Plan Capital Project, and Plan Professional Service, if any, and (ii) an unallocated amount, if any, designated as Unallocated Plan Authorized Expenditures. Plan Capital Project(s) means any capital project in furtherance of community redevelopment within a community redevelopment area pursuant to a Community Redevelopment Plan, including, but not limited to, "Projects" as defined in Section 500.102, Ordinance Code. Plan Professional Services means professional services obtained by the CRA Board to support the Plan. Plan Professional Services shall not include professional services of an administrative nature that are contained within the Administrative Expenditures Category. Program(s) means any grant, loan, incentive or other program authorized by a CRA Board pursuant to a Plan. Unallocated Plan Authorized Expenditures means the designated unallocated amount within the Plan Authorized Expenditures Category contained in an Approved CRA Budget to be allocated by the CRA Board during the fiscal year for Plan Authorized Expenditures. (Ord. 2018-555-E, § 3)

Jacksonville Ordinance Code § 106.341 Council appropriations for CRA; CRA Board authorized to allocate and transfer funds within the Plan Authorized Expenditures Category without further Council approval.

Sec. 106.341. - Council appropriations for CRA; CRA Board authorized to allocate and transfer funds within the Plan Authorized Expenditures Category without further Council approval. Council appropriations for a CRA shall be as set forth on the Approved CRA Budget. Upon the City's budget ordinance effective date and during the fiscal year, a CRA Board is authorized to allocate and transfer funds from the Unallocated Plan Authorized Expenditures amount shown within the Plan Authorized Expenditures Category to existing or new Plan Authorized Expenditures without further Council approval, subject to the requirements in Section 106.344 of this Subpart. Additionally, during the fiscal year a CRA Board may allocate and transfer funds between existing CRA Board approved Programs, Plan Capital Projects or Plan Professional Services without further Council approval, subject to the requirements in Section 106.344 of this Subpart. Upon the City's budget ordinance effective date, a CRA Board may only transfer funds between CRA Budget Categories contained in an Approved CRA Budget as provided in Section 106.342 below. Unless otherwise provided in Section 106.342 below, a CRA Board may not transfer funds within the Administrative Expenditures Category, the Financial Obligations Category or the Future Years Debt Reduction Category without prior Council approval. (Ord. 2018-555-E, § 3)

Jacksonville Ordinance Code § 106.342 CRA Board authorized to make transfers between CRA Budget Categories without further Council approval.

Sec. 106.342. - CRA Board authorized to make transfers between CRA Budget Categories without further Council approval. (a) Budget Transfer Authority. Within the appropriations authorized in an Approved CRA Budget, a CRA Board is authorized to transfer funds between CRA Budget Categories in an Approved CRA Budget without further Council approval as provided below: (1) Year-end Reconciliation. Within 60 days following the end of each fiscal year, the Director of Finance and Administration, or designee, in consultation with the CRA Board Administrator, is authorized to true up an Approved CRA Budget for the preceding fiscal year and transfer within or between CRA Budget Categories up to an aggregate of $25,000. Prior CRA Board approval shall be required for any year-end transfer by the Director of Finance and Administration in excess of $25,000. (2) Transfer to Future Years Debt Reduction Category. During the year, a CRA Board may transfer funds from Plan Authorized Expenditures Category to Future Years Debt Reduction Category for the anticipated debt of a specific Project or Program. (3) Year-end Transfers pursuant to Chapter 163, F.S. Prior to the end of the fiscal year, a CRA Board is authorized to transfer funds remaining in all CRA Budget Categories pursuant to the requirements of Section 500.112, Ordinance Code, and F.S. § 163.387(7)(b), (c) or (d). Pursuant to F.S. § 163.387(7)(a), any funds remaining in the Trust Fund at the end of the fiscal year that have not been encumbered or allocated to an activity that carries over as provided in this Subpart and that have not been allocated in accordance with F.S. § 163.387(7)(b), (c) or (d), as amended, shall be returned to the General Fund of the City on an annual basis, or in the case of the DIA, as required in Section 111.640, Ordinance Code. (4) Transfer of excess funds to Unallocated Plan Authorized Expenditures. Any excess funds remaining after completion of a Program, Plan Capital Project, Plan Professional Service, or after payment for a specific financial obligation within the Financial Obligation Category is made shall be transferred to the Unallocated Plan Authorized Expenditures within the Plan Authorized Expenditures Category for future allocation as determined by the CRA Board. (5) Transfer to Financial Obligations Category. During the fiscal year and subject to available funds in each Program, a CRA Board may implement Programs that also include new financial obligations and, as a result of such obligations, transfer funds from Plan Authorized Expenditures to new activities within the Financial Obligations Category. (6) Transfer to Administrative Expenditures Category. During the fiscal year and subject to available funds, the CRA Board may transfer funds from Plan Authorized Expenditures to existing line items within the Administrative Expenditures Category, provided that the total transfers do not exceed $10,000, in aggregate, exclusive of Year-End Reconciliation. This authority shall not apply to salaries or other personnel-related expenses. (7) Transfers between Existing Line Items in the Administrative Expenditures Category. During the fiscal year and subject to available funds, the CRA Board may transfer funds between existing line items within the Administrative Expenditures Category of the approved budget, pursuant to the provisions of F.S. Ch. 163, provided that the total transfers do not exceed $10,000, in aggregate, exclusive of Year-End Reconciliation. This authority shall not apply to salaries or other personnel-related expenses. (8) Administrative Transfer Directives. During the fiscal year and subject to available funds, the CRA Board Administrator is authorized to transfer funds within or between CRA Budget Categories up to an aggregate of $10,000, without CRA Board approval, exclusive of Year-End Reconciliation. This authority shall apply to existing line items and shall not apply to salaries or other personnel-related expenses. Other than the permitted CRA Board budget transfers provided in this subsection (a), a CRA Board may not transfer funds between CRA Budget Categories contained on an Approved CRA Budget without prior Council approval. (b) Written Board Resolution Required. Any transfers by a CRA Board in accordance with this Section shall require a written board resolution in the same manner as provided in Section 106.344 of this Subpart. (Ord. 2018-555-E, § 3; Ord. 2022-414-E, § 1)

Jacksonville Ordinance Code § 106.343 CRA Trust Funds; Accounting for Plan Authorized Expenditures.

Sec. 106.343. - CRA Trust Funds; Accounting for Plan Authorized Expenditures. Council appropriations to a CRA Board shall be held in the applicable CRA Trust Fund, which trust fund shall be an all-years fund. The Director of Finance and Administration, or designee, shall establish CRA Trust Fund Activities within each CRA Trust Fund in accordance with each Approved CRA Budget and as further authorized by the Board. Council appropriations to the Unallocated Plan Authorized Expenditures within the Plan Authorized Expenditures Category of an Approved CRA Budget shall be accounted for initially in the Unallocated Plan Authorized Expenditures activity and then allocated or transferred by a CRA Board to specific Programs, Plan Capital Projects or Plan Professional Services, as authorized by the CRA Board throughout the year, without further Council approval. (Ord. 2018-555-E, § 3)

Jacksonville Ordinance Code § 106.344 CRA Board approval process for budget allocations and transfers; CRA Budget Allocation/Transfer Form required.

Sec. 106.344. - CRA Board approval process for budget allocations and transfers; CRA Budget Allocation/Transfer Form required. (a) CRA Budget Allocation/Transfer Form. Prior to an allocation or transfer by a CRA Board permitted under Section 106.341 and Section 106.342 of this Subpart or a Category expenditure that requires contract approval by the CRA Board, the CRA Board Administrator shall complete and sign a CRA Budget Allocation/Transfer Form, which shall include the amount and description of the expenditure or transfer request. If the expenditure is a Plan Capital Project, the CRA Board Administrator shall also complete a CRA Capital Project Information Sheet. The CRA Board Administrator shall route the completed CRA Budget Allocation/Transfer Form, and, as applicable, the CRA Capital Project Information Sheet, to the Budget Officer, or designee, and the City Comptroller, or designee, for verification of the amount of funds available in the applicable CRA Budget Category referenced on the CRA Budget Allocation/Transfer Form. The Budget Officer and the City Comptroller shall sign and return the CRA Budget Allocation/Transfer Form to the CRA Board Administrator within ten business days of receipt. (b) Written Board Resolution. After the CRA Board Administrator has received a signed CRA Budget Allocation/Transfer Form from the Budget Officer and City Comptroller, the CRA Board Administrator shall prepare for the CRA Board's approval a written board resolution containing the following minimum information: (1) A reference in the Plan that authorizes the expenditure; (2) The expenditure request amount or transfer request amount, as applicable; (3) An authorization to procure services pursuant to Chapter 126, Ordinance Code, as applicable; (4) Contract approval and execution authority, as applicable; (5) A completed CRA Budget Allocation/Transfer Form signed by the Budget Officer, or designee, and City Comptroller, or designee; (6) Necessary account information; and (7) As to Plan Capital Projects, a completed CRA Capital Project Information Sheet. The CRA Board Administrator shall present a proposed board resolution to the CRA Board for approval at a publicly noticed CRA Board meeting. All written board resolutions shall be numbered and shall refer to the year in which the resolution was adopted. The CRA Board may approve, disapprove, or modify the proposed board resolution in its sole discretion. (c) Required Notice to Mayor's Budget Review Committee (MBRC), City Comptroller and other City departments. A copy of the final approved CRA Board resolution shall be signed by the CRA Board Chair and filed with the Mayor's Budget Review Committee, the City Comptroller and the Chief Administrative Officer ("CAO") for recordkeeping and coordination purposes. The CRA Board Administrator shall keep copies (electronic or hard-copy) of all approved CRA Board resolutions. Upon receipt of the final approved CRA Board resolution, the City Comptroller shall establish appropriate accounts and CRA Trust Fund Activities in the amount of the CRA Board approved expenditure or transfer request. Upon receipt of the final approved CRA Board resolution, the CAO shall coordinate with the appropriate City departments to implement the Program, Plan Capital Project, or Plan Professional Service, as applicable. (Ord. 2018-555-E, § 3)

Jacksonville Ordinance Code § 106.345 Carryover of funds.

Sec. 106.345. - Carryover of funds. Any CRA Board approved funds for specific Plan Authorized Expenditures, Financial Obligations, or Future Years Debt Reduction expenditures shall carryover from fiscal year to fiscal year. Administrative Expenditures and Unallocated Plan Authorized Expenditures that were not transferred by board action as provided in Section 106.342(3) of this Subpart shall not carryover and shall be transferred from the respective CRA Trust Fund to the General Fund, General Services District during the City's recapture process or, in the case of the DIA, transferred pursuant to Section 11.640, Ordinance Code. (Ord. 2018-555-E, § 3)

Jacksonville Ordinance Code § 106.346 Additional revenues received during a fiscal year.

Sec. 106.346. - Additional revenues received during a fiscal year. The Council hereby appropriates, in the not-to-exceed amount of $100,000, additional revenues received by each CRA Trust Fund during a fiscal year, except for investment pool earnings which shall be appropriated in accordance with Section 106.347. Such additional revenues shall be appropriated to the applicable CRA Board's Unallocated Plan Authorized Expenditures within the Plan Authorized Expenditures Category of the Approved CRA Budget and allocated or transferred by the CRA Board as provided in this Subpart without further Council approval. Any additional revenues in excess of $100,000 and received by each CRA Trust Fund during a fiscal year shall require further approval and appropriation by the Council, except for investment pool earnings earned during a fiscal year, which shall be appropriated in accordance with this Subpart. (Ord. 2018-555-E, § 3; Ord. 2022-414-E, § 1)

Jacksonville Ordinance Code § 106.347 Appropriation of Fiscal Year CRA Trust Fund Investment Pool Earnings.

Sec. 106.347. - Appropriation of Fiscal Year CRA Trust Fund Investment Pool Earnings. The Council hereby appropriates all investment pool earnings (the "earnings") earned by each CRA Trust Fund, in accordance with Section 111, Part 6, during a fiscal year. Such earnings earned or accrued shall be appropriated to the applicable CRA Board's Unallocated Plan Authorized Expenditures Category of the Approved CRA Budget and allocated or transferred by the CRA Board as provided in this Subpart without further Council approval. (Ord. 2022-414-E, § 2)

Source: City of Jacksonville, Ordinance Code and Charter and Related Laws (Municode Library, library.municode.com)URL: https://library.municode.com/fl/jacksonville/codes/code_of_ordinances?nodeId=TITVADPE_CH106BUACCO_PT3AP_SPDAPCOREAGFetched: 10/27/2026