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Office of Financial Planning
Vision: Promote economic, social and environmental sustainability by providing expert financial guidance, consultation, and information to all our customers.

Mission: To provide the foundation to ensure sound fiscal stewardship and sustainability through budgeting, analysis and consultation to the public and to policy-makers.

Values Statement: As a customer-focused, continuously improving, and accountable team, the Office of Financial Planning Support Service will provide and enhance financial services used throughout the enterprise to enable excellent delivery of responsible and cost effective core services in support of Sarasota County strategic initiatives.

With awareness and sensitivity to the impact of changing economic conditions at the state and national level, the Office of Financial Planning must lead the enterprise in a better understanding of the econometric impact to the regional and local level, especially as it relates to mobility of wealth and overall fiscal sustainability of the County. Also, the paradigm of developing the financial plan has evolved; expectations and demands for financial services has shifted from a control and compliance focus, to the provision of consultative services that enable adherence to comprehensive financial principles and planning for decision making within the Core Services.

The Office of Financial Planning is comprised of Benefits and Wellness, Enterprise Operations and Community Initiatives, Financial Services, Procurement and Payment Services, and Safety and Risk. Each of these groups has aligned their objectives in support of the Strategic Goals of the County.

For the 21st consecutive year, the Government Finance Officers Association of the United States and Canada (GFOA) is pleased to announce that Sarasota County, Florida has received the GFOA's Distinguished Budget Presentation Award for its budget.

The award represents a significant achievement by the entity. It reflects the commitment of the governing body and staff to meeting the highest principles of governmental budgeting. In order to receive the budget award, the entity had to satisfy nationally recognized guidelines for effective budget presentation. These guidelines are designed to assess how well an entity's budget serves as:

  • a policy document
  • a financial plan
  • an operations guide
  • a communications device

Budget documents must be rated "proficient" in all four categories, and the fourteen mandatory criteria within those categories, to receive the award.

 

 
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