Florida Special District Handbook Online:
Reporting Requirements By Agency and Agency Contacts

File with the Florida Auditor General

  1. File one paper copy and one electronic copy of the Annual Financial Audit Report

Additional Information - Auditor General Contact


File with the Florida Department of Economic Opportunity, Special District Accountability Program

  1. Creation Documents and Amendments
  2. Written Status Statement
  3. Merger Documents
  4. Dissolution Documents
  5. Boundary Map and Amendments
  6. Special District Fee Invoice ($175) and Update Form
  7. Registered Agent and Office Initial Designation
  8. Registered Agent and Office Changes
  9. Official Internet Website Address
  10. Disclosure of Public Financing

Additional Information - Florida Department of Economic Opportunity, Special District Accountability Program Contact


File with the Florida Department of Financial Services, Bureau of Financial Reporting

  1. Annual Financial Report (excluding housing authorities created under Chapter 421, Florida Statutes - Public Housing) and, if required,
  2. One copy of the Annual Financial Audit Report (excluding housing authorities created under Chapter 421, Florida Statutes, Public Housing) (see also File with the Auditor General)

Additional Information - Florida Department of Financial Services, Bureau of Local Government Contact


File with the Florida Department of Financial Services, Bureau of Collateral Management

  1. Public Depositor Annual Report to the Chief Financial Officer
  2. Public Deposit Identification and Acknowledgment Form

Additional Information - Florida Department of Financial Services, Bureau of Collateral Management Contact


File with the Florida Department of Management Services, Division of Retirement (Local Retirement)

  1. Actuarial Valuation Report
  2. Additional Actuarial Disclosures
  3. Actuarial Impact Statement for Proposed Plan Amendments
  4. Defined Contribution Report
  5. Annual Report to Division of Retirement - Actuarial Valuations - Local Law Plans for Independent Fire Control Districts or Annual Report to Division of Retirement - Actuarial Valuations - Chapter Plans for Independent Fire Control Districts

Additional Information - Florida Department of Management Services, Division of Retirement Contact


File with the Florida Department of Revenue, Property Tax Oversight Program, TRIM Compliance Section

  1. Truth-in-Millage Form DR421
  2. Truth-in-Millage Compliance Package Report

Additional Information - Florida Department of Revenue, Property Tax Oversight Program, TRIM Compliance Section Contact


File with the Florida Department of State, Division of Library and Information Services

  1. Annual Records Management Compliance Statement

Additional Information - Florida Department of State, Division of Library and Information Services Contact


File with the Florida Commission on Ethics

  1. Quarterly Gift Disclosure (Form 9)
  2. Annual Disclosure of Gifts from Governmental Entities & Direct Support Organizations and Honorarium Event Related Expenses (Form 10)

Additional Information - Florida Commission on Ethics Contact


File with the Joint Administrative Procedures Committee:

  1. Regulatory Plan

Additional Information - Joint Administrative Procedures Committee Contact


File with the Special District's Governing Body Meeting Minute Recorder

  1. Memorandum of Voting Conflict for County, Municipal, and Other Local Public Officers

File with Each of the Special District's Governing Body Members

  1. Actuarial Valuation Report - See File with the Department of Management Services, Division of Retirement
  2. Annual Financial Audit Report - See File with the Auditor General

File with Each Local General-Purpose Government in Which the Special District is Located

  1. Budget or Tax Levy
  2. Public Facilities Initial Report
  3. Public Facilities Annual Notice of Any Changes
  4. Public Facilities Updated Report
  5. Registered Agent and Office Initial Designation
  6. Registered Agent and Office Changes
  7. Regular Public Meeting Schedule

File with Special District's Residents and Prospective Residents and Residential Developers

  1. Disclosure of Public Financing

File with the State Board of Administration of Florida, Financial Operations

  1. Resolution for Investment of Surplus Funds
  2. Financial Statement Disclosure (Disclosure Statement for Participation in the Local Government Surplus Funds Trust Fund Investment Pool)
    • All special districts investing funds with the State Board of Administration or Local Government Trust Fund must comply
    • Due before enrolling in the Local Government Investment Pool
    • For more details, see:
  3. Participant Account Maintenance Form
    • All special districts investing funds with the State Board of Administration or Local Government Trust Fund must comply (The State Board of Administration will provide this form to special districts)
    • Due at the time of making any changes or updates to each account
    • For more details, see:

Additional Information - State Board of Administration of Florida, Financial Operations Contact


File with the State Board of Administration of Florida, Division of Bond Finance

  1. Advance Notice of Bond Sale
  2. Bond Information Form/Bond Disclosure Form (BF2003 / 2004A and B)
  3. Bond Verification Form (BF2005)
  4. Final Official Statement (Bonds)
  5. IRS Form 8038 (Bonds)

Additional Information - State Board of Administration, Division of Bond Finance Contact


File with the Local Supervisor of Elections in the County of the Reporting Person's Permanent Residence

  1. Statement of Financial Interests (Form 1)
  2. Final Statement of Financial Interests (Form 1F)
  3. Quarterly Client Disclosure (Form 2)
  4. Interest In Competitive Bid For Public Business (Form3A)
  5. Annual Disclosure of Gifts from Governmental Entities and Direct Support Organizations and Honorarium Event Related Expenses (Form 10)
  6. Certification by Trustee of Qualified Blind Trust (Form 40)

File with the Local Supervisor of Elections in the County in which the Special District of the Reporting Person has its Principal Office

  1. Interest in Competitive Bid for Public Business

Other Contacts Referenced in the Florida Special District Handbook Online

Financial Emergencies - Contact Information

Florida's Election Code - Contact Information

Sunshine Law and Public Records Law - Contact Information

Florida Retirement System - Contact Information

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