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 12/24/2019 11:38:30 AM
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 \City Clerk\Letters to Commission (LTC)\2019-2020\LTC 666-2019 Assistant Chief Paul Acosta - Graduation from the FBI National Academy
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City Clerk - Date
12/24/2019
LTC No.
666-2019
LTC 617-2019 Briefing Package for Elected OfficialsMl Mi H OFFICE OF THE CITY MANAGER NO. LTC# 617-2019 LETTER TO COMMISSION TO: Mayor Dan Gelber and Members o DATE: November 20, 2019 SUBJECT: Briefing Package for Elected Official The purpose of this Letter to the City Commission is to provide a Briefing Package with information to assist during the transition. The following information is included in the package: • City Administration • Office of the Inspector General • Professional Development Opportunities • Finance • Pension • Resiliency and Sustainability • City's Management Model • Capital Improvement Projects (CIP) • Other Major Projects Reference materials noted in the binder will be hand-delivered to your office. ~~~~any questions, please feel free to contact me. TABLE OF CONTENTS o o INTRODUCTORY TETTER CIW ADMINISTRATION City of Miami Beach Website/lntranet/Com munication City Departments and Divisions - Functional / Reporting Citywide Procedures Accessing lnformation On line OFFICE OF THE INSPECTOR GENERAI- Ordinance Sec. 2-256 PROFESSIONAL OEVELOPMENT OPPORTUNITIES League of Cities, ICMA, American Planning Association, NPELRA, Etc. e-Learning - Required Training for Employees Reporting to the City Manager FINANCE Citywide Budget Overview and City's FinancialStructure City Manager's 2019/20 Budget Message FY 2079/20 Proposed Workplan and Operating Budget (Attachment A) FY 2019/20 Capital Budget and Capital lmprovement Plan Audit Report as of September 30, 2018 (Attachment B) Financial Policies lnvestment Policy and Procedure PENSION Actuarial Valuation as of October 1, 2018 Summary Plan Description March 2017 Plan as Amended Through Septembet 27,2076 RESILIENCY AND SUSTAINABITITY The ULI Review of the City Stormwater Program: 2018 (Attachment C) Southeast Florida Climate Change Compact Resilient 305 (Attachment D) Southeast Florida Regional Climate Action Plan CITY'S MANAGEMENT MODET City of Miami Beach's updated Strategic Plan:Through the Lens of Resilience Environmental Scan 2019 (To be Provided December 2019) Community Satisfaction Survey Executive Summary Report 2019 Excellence Program lnitiatives - Public Area Cleanliness / Appearance lndex - Garage Attendant / Security lndex - Garage lndex - Publlc Bathroom lndex - Mystery Rider lndex - Service Shopper Program - Valet lndex - Sidewalk Caf6 lndex CAPITAL IMPROVEMENT PROJECTS (CIP) Prioritization Row Projects CIP Parks and Facilities CIP Active Projects OTHER MAJOR PROJECTS Building Online permitting Over 30 Permit Types and Simplification Renovation of Workspace to lmprove Customer Experience and Safety o City Manager 2019 Miami Beach Business Survey / Residential Survey Questions Code Compliance Code Compliance Org Chart Code Compliance Department Summary Convention Center Miami Beach Convention Center Renovation and Expansion Project Convention Center Hotel Miami Beach Convention Center Project Fact Sheet Economic Development Byron Carlyle RFP North Beach Community Redevelopment FoN Environment & Sustainability Plastic Free MB Program Beach Renourishment Project Commemorative Tree Program Dune Restoration Program Environmental Compliance Programs Citywide Straws Ban Green Building Compliance Living Shorelines Plastic Bags and Straws Ordinance PlasticFreeMB Program Sea Tu rtle Rising Above Tour Stormwater Management Programs Tree Commemorative Program Species Options G.O. Bond G.O. Bond Project Summary (Attachment E) Housing & Community Services Homeless Services Human Resources HR Department Overview Employee Count by Bargaining Unit MB Active Benefit Guide 2079-2020 Organizational Development Performance lnitiatives Education Compact Miami Beach Education En hancements Parking Collins Park Parking Garage - Liberty Avenue Closure Resolution Electric Vehicle Pa rking Ordinance Parking Garage License Plate Recognition Resolution workforce Housing Resolution Parks and Recreation Your Places to Play Collins Park (GO #2, G.O.B. Project) Crespi Park (GO fi3, G.O.B. Pro.iect) LED Lighting in Parks (GO #52, G.O.B. Project) Scott Rakow Youth Center (GO S18, G.O.B. Project) Stillwater Park (GO #21, G.O.B. Project) Police Recruitment & Hiring Citywide Public Safety Cameras & License Plate Reader Program o o o o O New Homeless lnitiative; Petitions for lnvoluntary Assessment / Mandated Treatment Police Department - Patrol Area 1 Police Department - Patrol Area 2 Police Department - Patrol Area 3 Police Department - Patrol Area 4 - Entertainment District lnitiatives Rapid DNA Pilot Project Human Trafficking Updates Community Affairs lnitiative Procurement Procu rement Code Sections List of Pending Contracts/Campaign Contribution Report Sample List of Projects Covered by Cone of Silence Sample Monthly Procurement Reports Public Works Jacobs Engineering Multi-Task Work Order Smart Street Lighting Standards Stormwater Management Strategy Water and Sewer System Masterplans G.O. Bond Program Streets Pavement and Sidewalk lmprovements Tourism & Culture CulturalArts Cou ncil Funding AiPP Legacy Pu rchase Special Event and Film Permits Transportation LTC 575-2019 Mlami Beach Trolley and Miami-Dade Transit Circulator Ridership Report Trolley Service Map TMP Mode Share summary TMP Project Bank Transportation Master Plan Update FINAL O o o o \ z-.{7ooCo -.1oa m-t--{ mv ) ) ) / ( ( ( o OFFICE OF THE CITY MANAGER NO. LTC # FROM DATE LETTER TO COMMISSION TO: Mayor Dan Gelber and Members e City mrssron Jimmy L. Morales, City Manager November 20, 201 9 o SUBiECT: Briefing Package for Elected Official The purpose of this Letter to the City Commission is to provide a Briefing Package with information to assist during the transilion. The following information is included in the package: . City Administration . Office of the Inspector General o Professional Development Opportunities . Finance . Pension . Resiliency and Sustainability . City's Management Model . Capital lmprovement Projects (ClP) . Other Major Projects Reference materials noted in the binder will be hand-delivered to your offlce. Jlyou have any questions, please feel free to contact me. M,,K O /V\IAAAIBEACH o o o ) aI o =z gt -.1l, I oz ) ) ( ( ( Citv of Miami Beach Website /l ntra net/Com mu n icationo o o o o o o o City of Miami Beach Website https= / /www. miamibeachfl .gov/ no.E D.9.nNlll I.@ Chrl. En6rd w.OeL H.! c.nld ET @ffioo City of Miami Beach Intranet http://fishtank/ 1-rEEgEEEE SecurityAwrrenQsNetru \o I I n -r t-ad ry IBEACH c d" o* o*- I .VtltltD Employee DIectory News E lvenls F.onr The C ly Manaqer Irr.wrrIir- NGATS c'ri-.,,.ffi-.tr i" MrAl!^ BEACH - a -.,1 t_T o o o o Ciry of ,rtiomi Bco<h, 1700 Convenlron Cenler Drive, Miomi Beoch, Florido 33I39, ww.miomibeochfl.gov PLUG-IN to OUB CHANNELS of COMMUNICATIONS MBTV Miami Beach's government-access lelevision channel broadcasts live on Atlantic Broadband channel 660 and 107.3, AT&T Uverse channel 99 (City of Miami Beach), Boku (video streaming player) and the city's website, which is viewable from all browsers and mobile devices. MBTV original videos are also available on the city's YouTube channel (Cily of Miami Beach). Programming includes live commission meetings, commission committee meetings, taped workshops, and original public service announcements. Some special programs have included lopics such as hurricane preparations, homeless outreach, resiliency eftorts, ribbon cultings and transportation inlormation. MB magazine This Addy award-winning, bi-lingual magazine publishes quarterly (October, January, April and July) and is direct mailed to all residential addresses. MB includes leature stories on how Miami Beach is improving the community's quality of life and regular columns on public safety, resiliency/environment, transportation/parking, heallh/f itness/recreation, culture, capital improvements, among other interest areas. MB is also available online through lssuu (MiamiBeachNews) and shared on multiple social media platlorms. Web & Social Media Tools City 's official website: www.miamibeachll.qov City 's resilience websile: www.mbrisinqabove.com City 's Arts and Culture Website: www. mbartsandcultu re. oro City's GOBond Website: www.GOMBlnfo.com Facebook: Cityof MiamiBeachGovernment Twiner: MiamiBeachNews YouTube: CityofMiami Beach lnstagram: MiamiBeachNews NextDoor: City of Miami Beach Email Communications There are several interest and topics thal one can subscribe to receive inlormation via email. They range lrom newsletlers and calendar ol events to agendas and advisories among others. The Marketing and Communications team sends out a bi-weekly e-news letler and a monthly Spanish e-newsletter. Text Alerts To receive traffic updates that pertain to the City of Miami Beach you can lext MBtraffic to 888777 for maior traflic incidents. This is also used as a tool during crisis communications to communicate information about Miami Beach and you can subscribe to emergency notirications by texting MBAlert to 888777. Flesidents can also sign up lor email and phone notilications during an emergency by visiting www. mbalerts.com Branding There are pre-established guidelines on the use of city's idenlity including logo, colors, imagery, stationary and typography. The identity manual is available upon request. For any inquiries or approvals regarding the city brand, contact the Office of Marketing & Communications at 305.673.7575. o o AAIAAAIBEACH City Commission Meeting Convention Center Booking Policy October 29, 201 9 Page 2 ol 2 Multi-tiered Marketing Campaigns The Office of Marketing and Communications creates custom, multi-tiered marketing campaigns for city departments, programs and evenls to increase attendance and awareness ol city events, initiatives, programs, and lacilities. Strategies include both paid and unpaid marketing utilizing advertising vehicles such as: o Print, Digital, Radio, TV advertising. Social (organic & paid)o Outdoor (Elevator Wraps, Bus Wraps, Bus Shelters, Trolleys, etc.). On-Site Signage. Premiumso Printed collateral. Vehicle wraps. E-newsletters and blasts disseminated lhrough COMB channels as well as those of our partners, GMCVB and GMBHA.. Event-based Promotions/Activations. City Website. Geo fencing digital advertisements Engagement Toolbox This one-stop-shop toolbox has been created to house all ol the ways residents and visilors can connect with the City of Miami Beach. You can find this on the homepage ol the City's website. ln this toolbox you will find quick links to sign up lo receive notifications via email, receive notilications from MB Resident Connect or Residents Right to Know, quick links to the city's agendas, view the latest issue ol MB magazine online and much more. o o o o o o Citv Departments and Divisions - Functional / Reporting o o O ORGANIZATIONAL CHART g* E= &oo z -: z { 9z =t98 zI< 2Z @z = (_, z { zo 3 o 2 uz, U: o *=7= =ezzo=rq >z oo E3 ZY<d,) d] z PEto ozI ..Eo2frz)965t ru zEA ?.>2 6=v;t fl z<rl, <oo : zQfli tisdo3" oz zI zdo 9=iz :: z fIr\I z..o ea o o4Z QZZ- EU o ozo l <9=.,t:q5> EUff zzSz -92 ZZSzLo<6A ae Itr"zo a-9 zzi? 92 *O <t o* fr< -t7U *- !_) < 2U z otr E o z : E zo *6 i'6=t:o(J I @\)z<ul tu Nco ;= t=Fu- o o ,o 4 o z 6? : -xzqVJ Oa a o a o Citywide Procedureso o o o o o Citywide Procedures htt ps://m ia m ibeach. sh a re point.com /deptlorgdev lPages/City-Wide-Procedures.aspx o o B U.13.01 B u ild ing Permitting Walk-Through Review 19-Aug cc.16.01 CC (City Clerk - Central Services)Printing and Du plicating Services Aug-89 13Jun cc.15.02 CC (City Clerk - Central Services)Public Records Processing 18Jan cM.02.01 CM (City Ma nager's Office) Misuse of Pu blic Employment-Bribery, Unlawful Compensation-Reward, and Official M isconduct 17-Au g cM.06.01 CM (City Ma nager's Office)Format to City Correspondences 15-Dec cM.07.01 CM (City Mana ger's Office)Gift and Contribution Procedu re L2-Nov 14- Nov cM.14.01 CM(City Manager's Office)Notification Field Break 16-Apr cM.16.01 CM (City Manager's Office)Traffic Flow Mitigation Plan 15Jan 16Ja n cM.20.01 CM (City Manager's Office)Text Messages 15-Mar cM.22.01 CM (City Manager's Office) Viewing Rights Personnel and Financial Systems 16-Oct co.19.0r.CO (Office of Communications)Social Media 17-)an 19-Oct co.19.02 CO (Office of Communications) Sponsorships, Donations, and Adverstising 14-May 19-Oct co.21.01 CO (Office of Commu n ications)Use of Assistive Listening Device 14-May Fi.04.01 Fl (Finance)Departmenta I Procedures for Payroll 16-Apr Ft.15.01 FI (Finance)Procu rement Card (Pcard) Guidelines 14-Mar 18-Sep F r.16.02 Fl (Finance)Petty Cash Procedure Jan-90 18-Se p Fr.04.02 Fl (Finance)Disbursement Workflow 19-lan F 1.01.01 PW (Pu blic Works) Automatic Vehicle Equipment Location System (AVLS) Procedure 14Jun HR.03.01 HR (Human Resources) City Vehicle Assignment, Operation and Maintenance J un-99 16-J a n H R.06.01 HR (Human Resources)Family and Medical Leave Procedure 19- Fe b H R.13.01 HR (Human Resources)Management Team Designation 14-Aug H R. 16.01 HR (Human Resources) Post Accident, Reasonable Suspicion, Random And Return For Duty - Follow- Up Tests 14-Aug 18-Sep H R.16.02 HR (Human Resources)Payroll/Leave Adjustments 15-Dec H R. 16.03 HR (Human Resources)Parental Leave Procedu re 16-Dec H R.16.04 HR ( Human Resources) Prohibited Discrimination and Harassment Procedure 17-Dec 19-Sep H R.18.01 HR (Human Resources) Reporting Arrests, lndictments and Convictions 13-Jan L7 Oct H R.2 0.O 1 HR (Human Resources)Employee Tuition Assistance Program 15-May 17- Fe b Seq f Dept Subiect Date lssued Date Updated o Citywide Procedures https://miamibeach.sharepoint.com ldept/orgdevl?ages/City-Wide-Procedures.aspx 15-AugHC5.02.01 Office of Housing and Community Services Building Closures Resulting in Tenant Relocation 12-MarrT.03.01 lT (lnformation Technology) Cellular, Blackberry and Air Card Usage and Reimbursement Policy 14-SeprT.0s.02 lT (lnformation Technology)Eden Security 14-Seprr.05.03 lT (lnformation Technology) Eden Purchasing Security set up: Contact lT 1-2-MarrT.09.02 lT (lnformation Technology)lT Password Reset Nov-90 12-Marrr.09.03 lT (lnformation Technology)lT Support lncident 12-MartT.09.01 lT (lnformation Technology)lT Train ing Room Utilization Nov-90 12-MarrT.12.01 lT (lnformation Technology)Long Distance Calls tT.13.01 lT (lnformation Tech nology) Munis, Eden, and Energov Systems User Access Review and Gra ntinB/RevokinB Access 19-Se p F e b-90 12-MarrT.20.01 lT (lnformation Tech nology)Technology Requisitions 5-Sep 18-Se ptT.2 1.01 lT (lnformation Technology) Use of City's E-Mail, lnternet, Computer Systems and Software Access Policy 12-Octo8.01.01 oB (Budget - oBPl)Allocation of Salaries 12-Octo 8.0 2.01 OB (Budget - OBPI)Budget Amendments and Transfers 14'F e bo8.03.01 OB (Budget - OBPI) Changes to Capital Renewal and Replacement Project Appropriations 14-Febo 8.07.01 OB (Budget - OBPI)G rants 12-Octo8.09.01 OB (Budget - OBPI)lnternal Audit Program Aug-90 15-Ja no B. 13.01 OB (Budget - OBPI) Mileage, Parking and Tolls Reim bursement 12-Octo 8.15.01 OB (Budget - OBPI) 12-Maro 8.21.01 OB (Budget - OBPI) Updating Citywide Policy and Procedu re Manual Sep-89 12-Octo 8.21.02 OB (Budget - OBPI)Use of Operating Contingency 19-Octo0.03.01 OD(Org. Dev. Perf. lnitiatives oDPr)Citywide Required Tra ining oD.09.02 OD(Org. Dev. Perf. lnitiatives oDPr)lnternship Procedure 17-Dec 17-AugoD.15.01 OD (Org. Dev. Perf. lnitiatives oDPr)Reward and Recognition Programs 15-J un 5'Jul L 3-OctoD.19.01 OD (Org. Dev. Perf. lnitiatives oDPr)Survey Guidelines 18- Fe boD.20.01 OD (Org. Dev. Perf. lnitiatives oDPr)Travel on City Business J u l-90 15-OecP K.15.01 PK (Parking)Parking Garage Usage 15-Sep P M .01.01 Property Management Access Control Policy and Procedures 18-Mar o o Position Control Citywide Procedures htt ps://m ia m ibea ch.sha re po int. com ldept/orgdevlPages/City-Wide-Procedures.aspx o o o Property Management Routine Maintenance Request Funding New Work and Zone Management.pdf 19-Apr PO.03.01 Procu rement Code of Ethics for Employees with Procurement Responsibilities 18-Feb PO.03.02 Procu rement Contract Approval Authority 18-5ep 19-Sep PO.12.01 Procu rement Local Workforce Participation 19 Apr PO.16.02 Procu rement Competitive Requirements in the Acquisitions of Goods and Services 14-5ep 19-5ep PO.16.04 Procu rement Professional Services Agreement (PSA) vs. lndependent Contractor Agreement (rcA)15-May PO.16.06 Procu rement Procu rement Requirements For Federally Funded Grants and Projects 18-Mar Tourism, Culture and Econom ic Development Rental Fee Waiver 19-Mar PM.18.01 TC 18.01 o o o o o o Accessing lnformation Online o o o o o N ovus AGENDA Novus BOARD VIEW - Executive Portal Training Manual v4.4 (-- Novusolutions www Novusolulrons cor-rlo Support@Novusolulions com i813)287-5615 _-NovusAGENDA oBoard of Contents Board View Login Dashboard View Access the Meeting Secure Login Screen Calendar / Up Coming Meetings No. of Days Left & No. of ltems Items Reviewed ln Meeting View List View DetailView Toggling between Coversheet, Attachments and Gomments Tab..... tft= Novusolutidns www Novusolulions com 4 4 4 5 5 6 6 I o I 11 10 10 Support@Novusolutions con (813 ) 202-8000 2 o'f 20 o Meeting Preparation Items by Category -- NovusAGENDA o Traditional Agenda View Comments Search Screen Using the Research Buttons & Descriptions 11 Toggling between Agenda and Minutestabs......... 11 12 To Add a Comment 12 Delete an ExistingComment. 13 14 Viewing ltemDetails...... 14 17 18 o RNovrisolutions www NovusolLrllons com S upport@ Novu so lution s. co m (813i 202-8000 O 3of20 -- NovusAGENDA The Board Portal is where users login with a secure username and password. This ensures that each user has access to their private information. On this site you have the ability to view the Agenda and make comments in preparation for the board meeting. -acenol T @ Dashboard View / Meeting Preparation - AGEilDA red,ck-, rfu-rErlh-ll@&'b*!,<-, rb^r-lrid-r &F^-r.cs'.e- (G' Novusolutions ivrviv Novuso utrons com S up port@ N ovuso lutions com (813)202-8000 4of20 Board View t-u ho -- NovUsAGENDA o The Dashboard is the starting screen that you will be directed to upon logging into Board View. The Dashboard View contains 4 main components for meeting preparation. . Calendar - Shows all upcoming meetings.. No. of Days until the meeting and No. of items that have been fully approved by staff to go on this agenda.. ltems by category, the blue bar shows the number of items in each agenda category.. ltems Reviewed and the item not yet reviewed. ltems in red have had a significant change and need a last minute review. Calendar o 2n$m15 2r2atD15 31,2015 xt1r20't6 !2nn15 SclEol Boad ileetr0 nbrt hop Spec'al Meetng SclDl Bodd l{ee{n9 Scttool Board Meetng Coad R@an Ed h Bordoo.D - Crd Sfed Miloi, Flsir. Boardroo.n 5086 Canalsl Mdlon FL PDF tl pOr O pOr O 23 sms rn 5 pages ll l(( r231sD Dl <- o The Calendar shows all upcoming meetings in the system. lt also shows the previous days meetings in order to review those that just passed. Use the scroll buttons at the bottom to navigate to see all of the meetings listed. All future meetings will be listed here. Even though a meeting is listed, all of the items may not have been approved yet and it may not (-= Novusolutions www N ovu so lut ro n s. co m S u p port@ Novu so lul ions con (813) 202-8000 Lc6ng Dara L.ring TrF king Loctidr 5ot20 HTMT AgE r<la PoF MIld6 PDF - NovUsAGENDA be marked for viewing. This is the difference between those with the HTML/PDF buttons available and those that do not have these. The meetings marked for viewing will be available when the HTML link is shown in the column. You can also download the agenda PDF and the minutes PDF if available. We suggest using the HTML version for the meeting since it is more efficient. Number of Days Until Meeting I O L This chart shows the number of days left until the meeting, how many items are on the agenda and how many items still need to be approved by staff. Number of ltems by Agenda Category 567 o FLAGGEO R6oa[b.! R6olrtdE PrdSl,dB A.ll( tl6rn9 P\J.T. Fdu F.dg. or aaqri. Ort Wnna C<,tlirft-orE CJ io O&r .n R.a CJ App.nJ or ilirn.r AF.df of AFd. ArtrrE.b.Opd.dun.G Ad.mJrnr€ t*ftn R.a4c. ldrd-E FrExC AdtndrrE c!ftur^ Aqd. Fr a(too Ac.rd. slErffi &non AOar. Flmr R..o(. A.br &.r$. FrErC A.no.t A{sE Clftd, &uo.' AOan B.-d lteritEs A.tq Aa.rd. Bor! Arb.rq A.! l{an Ad'Ee.t{ O!6.tor.l 0 23 (R Novusolutions www NovLrsolulions com Support@Novusolutions com (813)202-8000 6of20 o lr^ta ll{rt ECtiS: iC I l{r -o.& F-d 3 ) - NovUSAGENDA Shows you how many items are in each agenda category. To view the items click on the blue indicator bar for that category. Act6 Ag.nd. Cn,culuh 0 0 @ F..rsr.l. tl..rt A-rr ttt.r + tO E .--irhr .e & c+rcP 'r, Ch,{. .,r B r-r..6.rr-F.bn-r- h - & Id-rsFun d.. t+ & tltq.i-trs iarc..r- re & sFi.r Arr*a. a.liad- . r$i adE ror+2oi. .* D Iri' 15 -.r- t rE r.Fr.E -!-rla-Drtr .!a D [r'rrrB"a v{tu ca6.r.! .+ EE A screen listing all of the items in that category appears. Use the cover sheet link to view the item details and access Attachments. Next to the coversheet link is the comment link allowing users to add private personal comments as part of their meeting preparation. To the left of each item title is the attachment indicator. When present it alerts the user that there are attachments on this item. Users access attachment by viewing the cover sheet. The flag feature, far left allows users to flag items for their personal attention. lndividual flags are set by each users and are only viewed by that user, not others. (G Novusolutions lvww Novusolulions com Support@Novusolutions com (813) 202-8000 7 of20 o P-h..iL Ubrry A.c6i iLi,/o.t Tha o.ri d allr, ur b add on r 2.(m aBool6. dr. frrt E . t*o Fr P.q.cl nd qri .lor. ........_@. Slnta Rolr County 0i6trict Schc 3slnlrln.d ay: v.k'. g..gL Cftulurv lnrtrtton Th ftAn Fd rcqdtd a !Cl% mnch fto.n dE d dl3lrlii mcd'. gro|/r! lurd tu{ lh. 2014 15 !.ttool C.?.@ nft CErC. nEr^'-- ..rrr.tl.+ h .. a.}ror6do.r ltllrCrLaE(& 5.rc-rr'r ii.tr Alii. 3.nara. - lti 3.n d 2orczara art r5.. a-rl..d tj l..rt i+..r L o...ia- rra. Hr \a \. Once the cover sheet is open you can review the details on this individual item. When you are finished viewing this item scroll to the top and use the back button to return to the list. Attachments are at the bottom of the cover sheet and you can open them by clicking on the attachment link A.to AFn!. c(icurh @ 0 P,rEd. Lit!.y &a. |.dr o Ah.ir,?rfrr + .,o D ,rE o IE D D. I f D al ll Back on the items screen you can add or access comments that you had previously added by clicking the comment bubble. Be sure to (R }{ovu'solutirins www Novusolutrons com Support@Novusolutions co (813)202-8000 Bof20 o NovUsAGENDA fl. ol llm: Oalcrldoaffioducnoo: RaadnrE{ LoorYLtolli.q..H: - NovusAGENDA O save any comments after entering them. You can access them during the meeting. Comments are unique to you. Only you can see your comments. lf the comment bubble has a Plus sign, +, on it that indicates there are no existing comments on that item. Flag B o Click the check box next to an item to flag it for further review or for special note to come back to it later. This will put the item in category called FLAGGED on the Dashboard for that particular meeting. Clicking the blue bar for FLAGGED will bring up all items flagged for additional review. Flagged items are private and only seen by you. Once you are finished reviewing all of the items in this category, use the close button to return to the dashboard and go to the next category. Items Reviewed Shows how many items have been reviewed, how many items need to still be reviewed, and how many have been changed since your last viewing. A red indicator will appear at the top of the chart if any items have been changed since the last time you reviewed this item. This means that the agenda preparer has made a change to an item and used the notify feature to make you aware of the change. (-.. Novusolutions www Novusolulrons com Support@Novusolutions com (813)202-8000 o 9of20 -- NoVusAGENDA During the Meeting From the dashboard, click on the HTML link to the right of the meeting that you want to participate in and you will be taken to the in meeting view. O c. saror votaps o d.rrr-Ep-r!E! rEr .5) )l 8o-tsi. C-l S.E rfr.. Bo-dwn 5{E Crra g !t . FL _ r-r!,,inl,^ ut./lo15 v}not' yr@r5 3/UIOr6 t2Q011 K a r2 r. FIEE r ItlE t D .. sl,nrrur ,.-\ ,oto..-*xdd r4rcErr' D b s!.Inrr rr6rY nrEF.ildI6G ara cdrdbo.E O c,ardsd AtrEldiEt ,rYo2, Bllr ,rd Payroll, !.n iidllih -.. a.LttrLfat E opc..nonc ItaE D .-f-{ty Lr* i.qr.rs D b.rrdd rr? R.qit'rt r.^.hrrffi\igoFrEd &codrExLDq!- ,o.y x..d ... D t E!c..d Th. tmt ol22l5 D z.sli.rG or22rs O I Food s.i!E qr,td'Y upd*. O a. DAc Arrtrdts Acad. trdrE O s nnas xrto ec<roa rtar o 6 Sdriidt Ag.nd. tt.c Novusolutions wlvw Novusolutrons com Support@Novusolutions com (813) 202-8000 10 of 20 To review any of the items that need to be reviewed you can click on the blue portion of the bar and it will bring up a list of the items needing review. You can then scroll through and review those items. You can also view the already viewed and changed items by clicking the green or red portions respectively. I l{rll Agdn.Pf |trBPOf NovusAGENDA o t rrer.ult Adn,n BE f rn Ha aowRsHtar +' O.G.l wittd Cmmnctrss E. R(oonJUdE/R6oaunoWProd4r8(63 Sup€rintendant ,i -B: rrrarng l/V2ol' 610 PM rcdlt o.d.r rd Rdl c.I J^Santa Roia County District Sch li Submltt.d By: H.rilyne Pugh o Click on an item to view the cover sheet, which will appear in the right window. lf you would to make this the size of the full page, use the tack to PIN and unpin the tree view for more viewing area. Notice that the item that you selected is now highlighted. Across the top there are tabs that you can toggle through for the comments, attachments, agenda and minutes. Minutes will be available when the have been published. (R Novusolutions www Novusolulrons como 11 ol 20 On the left side of the screen is the list of all the items on this meeting agenda. We suggest using this list view because it is very efficient to navigate particularly on tablet devices which are common in today's meetings. This list displays all the categories and items for that particular meeting. Categories have a gray background and items have a green background. From this view you can see items cover sheets, items that have comments, Attachments, and items with Flags for personal attention. NovUsAGENDA cq{E {Ir 0 ^rx,{fR v .(r&Ms a--.a3 o o I rld e lulor9ar* ^ r .r r ri r r rl! Support@Novusolutions.con] (813)202-8000 O -i-td r,jt L+d 0 t.kr,{ r-i r.-sd o ..rf rJ,iff,rs.b r @ @ Click on a comment bubble to bring up the comment or an alternate method for the bubble comment it to select the comments tab at the top. Traditional Agenda View Toggling between Agenda and Minutes tabs Once the desired meeting or comment has been selected, the meeting for that date will display on the next screen. You now have options to view the AGENDA or MINUTES for that particular meeting date. Simply click on the Aoenda "Agenda tab" or r'1inute5 "Minutes tab" to toggle between the two screens. lf there are no minutes for that particular date, a message will be displayed: (- Novusolutions www Novusolutrons com o 12 of 20 NovusAGENDA o COVERSHTET COMMENTS AGENDA M;NUT!S Minutes haye nol vet been published tor lhis meetinq Comments 1. Specral Sessron 1. Itcm Titlc 3.9.6 TEST 2. Carc Tcst Cat 2. Itcm Titlc 3.9.6 3. Ihrf,h 3.9.6 a. Itcm Titlc 3.9.5 With an item selected, click the comment tab to addiremove comments. The comment bubble displays on the list view to the right of an item title if there is a comment for that particular item. To Add a Comment B.. !I E*-rf, r.it uDd.t.d: 5/!5/2013 o @@ You can than start typing in the rich text box to add a comment or edit existing text. (G Novusolutions www Novusolutrons com @ Support@Novusolulions com (813)202-8000 o 13 o'f 20 NovUsAGENDA The ltem Comment box is a rich text box. 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(G Novusolutions www Novusolut ons com S u pport@ Novu so lution s. conl {813) 202-8000 o '15 of 20 From 2/15/m':3 vl 18 19 20 21 h.li _-NovusAGENDA Viewing ltem Details in Your Search Results o o Date 5i30/2013 5t2212013 5t22t2013 Localron test Conlerence Room Conference Room T rlle pk test (em changed aqt)n PK Tesl lt6m on6 PK Tesl ltem two Calegory Reports to the Eoard General Sessron Proclamations ['leelrng Tvpe Default Meetrng lDPBurlder lDPBurldsr You can view each of the item's details, by clicking on the item title. Once you click on the item, the ltem Details window will open with that item cover sheet displaying the details of the item. COVERSHEEI COMMENTS AGTNDA MINUTES Stai Novus llem PK test ofie Drsplayed T e Novus llem PK lest one l0P Burlder Coversheet Ordrnance Numbea Reporl NumD€r Bill Number Resolulron Nulnber (R Novrisolutions www Novusolulrons com Item Type Cneckbo( Lrsl Test ll ATTACHMENTS. 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For purposes of this section, the office of inspector general shall be referred to as the office. The inspector general shall head the office. The organization and administration of the office shall be sufficiently independent to assure that no interference or influence external to the office adversely affects the independence and objectivity of the inspector general. \h) Minimum qualifications, appointment, and term of office. (11 Minimum qualifications.fhe inspector general shall be a person who: a. Has at least ten years of cumulative experience in any one, or in any combination, of the following professions or fields: (i) Operational and/or audit experience in the public or private sector; (ii) Federal, state, or local government attorney; (iii) Progressive supervisory experience in an investrgative public agency similar to an inspeftor general's office; (iv) Federal, state, or local law enforcement officer; and/or (v) Federal or state courtjudge; b. Has, at a minimum, a four-year degree from an accredited institution of higher learning; c. Has demonstrated the ability to work with local, state, and federal law enforcement agencies and the judiciary; d. Has managed and completed complex investigations involvinB allegations of fraud, waste, mismanagement, misconduct, and abuse of power; e, Has not been employed by the city (in any capacity other than as the city's inspector general, or as a member of the office management personnel) during the two-year period immediately prior to appointment; f. Has significant operational and/or audit experience, at least five years of which is in the public sector; g. Has not been found guilty of or entered a plea of nolo contendere to any felony, or any misdemeanor involving a breach of public trust; and h. Has not been subject to any finding of a violation, or any other enforcement action, by the Miami'Dade County Commission on Ethics and Public Trust, or the Florida Commission on Ethics. 12) Appointment. T he inspector general shall beappointed bythe ad hoc inspector ge nera I selection committee (hereinafter referred to as the selection committee). Before any appointment by the selection committee shall become effective, the appointment must be approved, at the next regularly scheduled city commission meeting after the appointment, by a majority vote of the city commission. ln the event that the appointment is not approved by the city commission, the appointment shall become null and void, and the selection committee shall promptly make a new appointment, which shall likewise be submitted for approval by the city commission. The selection commiftee shall be composed of seven members selected as follows: a. The state attorney in and for the Eleventh Judicial Circuit of Florida; o 1t5 11t5/2019 Miami Beach FL Code of Ordinances b. The Miami-Dade County lnspector General; c. The Executive Director of the Miami-Dade Commission on Ethics and Public Trusu d. The city attorney; e. A member of the city's audit committee, who shall be selected by majority vote of the audit committee; ! and f. Two members with at least five years of experience in a senaor mana8ement position in the fields of accounting general business, or law, each of whom shall be selected by majority vote of the city commission. The members of the selection committee shall elect a chairperson who shall serve as chairperson until the selection committee's appointment of the inspector general is approved by the city commission. The selection committee shall select the inspector general from a list of qualified candidates submitted by the city manager's designee. who shall be the city's human resources director. (3) Term.The inspecto r genera I shall beappointed fora term offouryears. ln case of a vacancy in the position of inspector general, the city commission shall promptly appoint a qualified member of the office management personnel as interim inspector general, until such time as a successor inspector general can be appoanted, in the manner described in subsection (b)(2) above. Any successor appointment made by the selection committee as provided in subsection (bX2)shall be for a full four-year term. At least 30 days prior to the expiration of each term, the city commission may, by majority vote, re-appoint the inspector general to another term. ln the event that the city commission fails to re-appoint the inspector general prior to the expiration of a term, the city commission shall reconvene the selection committee to appoint an inspector general, in the manner described in subsection (bX2). Nothing herein shall be construed to prevent the incumbent inspector general from submitting his or her name to the selection committee as a candidate to be considered for appointment.o (4) Staffing of selection committee.Ihe city manager's designee, whoshall bethe human resources director, shall provide staffing to the selection committee; shall advertise, as necessary, the acceptance of resumes for the position of inspector general; and shall provide the selection committee with a list of qualified candidates. The human resources director shall also be responsible for ensuring that background screening investigations are conducted on any candidate selected for interview by the selection committee. The results of the background screening investigations shall be provided to the selection committee prior to the interview of candidates. lc) Contract.The city attorney shall negotiate a contract of employment wath the inspector general, except that before any contract shall become effective, the contract must be approved by majority vote of the city commission. (dl Functions, authority, and powers. (1) The office shall have the authority to conduct any reviews, audits, or investigations relating to any past, present, and proposed city contracts, programs, projects, and expenditures. (2) The office shall be authorized to conduct any revaews, audits, inspections, or investigations relating to city departments, agencies, boards, and committees. (3) The office shall have the power to require reports from the city manager, city departments, city agencies, boards, and committees, and city officers and employees, regarding any matter within the jurisdiction of the inspector general. (4) The inspector general shall, subjecttothe provisions in subsections (dx4)a. and (dX4)b. below, have the power ^ to subpoena witnesses, administer oaths, and require the production of records regarding any matter within ! the jurisdiction of the office. ln the case of a refusal to obey a subpoena issued to any person, the inspector 1115t2019 Maami Beach. FL Code of Ordrnances Seneral may make applicataon to any circuit court of this state which shall have jurisdiction to order the witness to appear before the inspector general and to produce evidence, if so ordered, or to give testimony related to the matter in question. a. Prior to issuing a subpoena, the inspector general shall notify the state attorney and the U.S. Attorney for the Southern District of Florida. The inspector general shall not interfere with any ongoing criminal investigation of the state attorney and/or the U.S. Attorney for the Southern District of Florida, where the state attorney and/or the U.S. Attorney has explicitly notified the inspector general, in writing, that rhe inspector general's investigation is interfering with an ongoing criminal investigation. b. The subpoena power set forth in this subsection (dX4) shall not extend to subpoenas to law enforcement officers in connection with investigations of complaints against them. The inspector Seneral shall have the power to report and/or recommend to the city commission and/or city manager whether a particular project or program is, or was, necessary and, if deemed necessary, whether the method used for implementing the project or program is, or was, efficient both financially and operationally. Any review of a proposed project or program shall be performed in such a manner as to assist the city commission and city manager in determining whether the project or program is the most feasible or efficient solution to a particular need or problem. Monitoring of an existing project or program may include reponing whether the project is on time, within budget, and in conformity with plans, specifications, and applicable law. The office shall have the power to analyze the need for, and the reasonableness of, proposed change orders. The inspector general may, on a random basis, perform audits, inspections, and reviews of all current city contracts. The inspector general is empowered to conduct investigations that may result in referrals to law enforcement a8encies and/or criminal investigations; provided, however, as follows: a. ln the event that the inspector general detects corruption or fraud, the inspector general shall promptly notify all appropriate law enforcement agencies. Subsequent to notifl/ing the appropriate law enforcement agency or agencies, the inspector general may assist each law enforcement agency in concluding the investigation. b. ln the event that the inspector general detects a violation of any of the ordinances within the jurisdiction of the Miami-Dade County Commission on Ethics and Public Trust (hereinafter referred to as the ethics commission), the inspector general will promptly refer the matter to the ethics commission. As applicable to the city's procurement of goods and services, the inspector general shall have the power to audit, investigate. monitor, inspect, and review the operations, activities, performance, and procurement process (including, but not limited to, establishment of bid specifications, bid submittals, past contract performance, and other activities) of a bidder, contractor, sub(ontractor, consultant, or subconsultant, or any such entity's officers, a8ents, employees, or lobbyists, as well as any such related activities of city staff, in order to ensure compliance with bid and contract specifications and to detect and prevent fraud, waste, mismanagement, misconduct, and abuse of power. The inspector general shall be notified, in writing, prior to any meeting of a selection committee where any matter relating to the procurement of goods or services by the city is to be discussed. The notice required by this subsection (dX10) shall be given to the inspector general as soon as possible after a meeting has been scheduled, but in no event later than 24 hours prior to the scheduled meeting. The inspector general may, at the inspector general's discretion, attend all city meetings relating to the procurement of goods or seryices as provided herein, and, in addition to the exercise of all powers conferred by this section. may pose questions and raise concerns consistent with the functions, authority. and powers of the inspector general. The inspector general may review, audit, or investigate any expenditure of city funds in excess of $50,000.00. The inspector general may investigate any matter involving an allegation of misconduct by an employee or o o (s) (6) (7) (8) (9) (t 0) o (1 1) 112) 3/5 111512019 Miami Beach. FL Code of Ordinances public officer, subject to the referral provisions in subsection (dX8) hereof. (13) The inspector ge nera I shall havethe powerto reviewand investigate any complaint filed bya memberof the city commission, the city manager, or any member of the public, regarding a city contract, program, project, expenditure, or city employee or public officer. (14) With the exception of the internal audit functioos enumerated in subsection (e), and the general obligation bond program functions enumerated in subsection (0, both of which must be performed, the inspector general may exercise any of the powers set forth in this section upon the inspector general's own initiative. However, the inspector general shall utilize best efforts to perform its investigations, audits, reviews, and oversight in accordance with the following order of precedence: a. Referrals from the city commission, b. Requests by the city manager, c. Complaints submitted by members of the public, and d, Matters initiated by the inspector general. (15) The inspector general shall havethe authority, subjectto budgetary allocation bythe citycommission, to retain and coordinate the services of other professionals (except for legal services, which shall be provided and or retained by the office of the city attorney) as required when, in the inspector general's discretion, the inspector general concludes that such services are needed to perform the duties and funations enumerated in subsection (d) herein. Any such retention and/or procurement of services shall be coordinated through the city's procurement depanment. \el lnternal audit.The inspector general shall serve as the city's internal auditor and, in such capacity, shall, at a minimum, perform the following functions: (1) Audits required bythe CityCode, state law, ora citycontractto be performed bythe internal auditor; (2) Parking-related audits; (3) Resort tax audits; (4) Audits of franchise waste fees; and (5) Any other audit requested by the city commission or city manager. lf) General obligation bond program.The inspector general shall review, audit, inspect, and investigate city contracts, programs, projects, procurements, and expenditures associated with the city's general obligation bond program. \g) Physical facilites and staff. (1) The city manager shall provide the office with appropriately located office space and sufficient physical facilities, together with necessary office supplies, equipment and furnishings, to enable the office to perform its functions. (2) The inspector general shall have, subject to annual budgetary allocation bythe citycommission, the powerto appoint, employ, and remove such employees, consultants, and/or independent contractors as deemed necessary for the efficient and effective administration of the activities of the office. All such employees shall be ciry employees and, accordingly, the office's personnel-related matters shall be coordinated through the city's human resources depanment. (h\ Procedure for finalization of reports and recommendations which make findings as to the person or entity beinE reviewed or inspected Notwithstanding any other provision of this section, whenever the inspector general concludes a report or recommendation which contains findings as to the person or entity being repomed on, or who ^ is the subject of the recommendation, the inspector general shall provide the affected person or entity a copy of (hO report or recommendation, and such person or entity shall have 30 working days to submit a written explanation or rebuttal of the findings before the report or recommendation is finalized, and such timely submitted written explanation or rebuttal shall be attached to the finalized report or recommendation. The requirements of this 4t5 o o 11t512019 Miami Beach. FL Code of Ordinances subsection (h) shall not apply when the inspector general, in conjunction with the state attorney and/or U.S. Attorney, determines that supplying the affected person or entity with such repon willjeopardize a pending criminal investigation. (il Budget.The inspector general's budget is subjectto annual approval of the city commission, in conjunctionwith its annual budget Process. Within 60 days of appointment, the inspector general shall submit a proposed annual budget to the city commission covering the city fiscal year following the year in which the inspector general is appointed. ln each subsequent city fiscal year, the inspector general shall submit a proposed budget to the city commission in accordance with the city's regular budget process. Each proposed budget shall include a reasonable estimate of operating and capital expenditures of the office. The city commission shall provide sufficient funds, as determined by the city commission, for the inspector Beneral to carry out his or her duties in an efficient manner. ll Reportint requlements. The inspector Seneral shall annually prepare and submit to the city commission a written repon concerning the work and activjties of the office including, but not limited to, detailed results of the office's investiSations, audits, and reviews; the financial impact of the office's activities; and statistical information regarding the disposation of closed investigations, audits, and other reviews. ln addition to the foregoing, the inspector general shall, at least quarterly, prepare and submit to the city commission a written report concerning the planning and execution of the general obligation bond pro8ram including, but not limited to, progress reports, financial analyses, and potential risks. (kl Removal.The tnspector Seneral maybe removed from office upon a majority vote of the citycommission. lll Abolition ofthe o,irre. The office is created pursuant to Article lX ofthe City Charter and, therefore, the office may only be abolished upon approval by a majority vote of the city's voters voting in a citywide referendum. o (Ord. No. 2019-4239,5 1(2-27 6), 2-13.19) -llitor's note- Ord. No.2019-4239, adopted Feb. l 3, 20l 9, enacted p rovis ions to be designated asS2-2l6. tnasmuch as rhere leady erists a sectron with thar designation, and in order to maintain the categorical standards of the code, said new provisions have been redesignated as_L2256. Secs. 2-251 -2-215. - Reserved o 5/5 o o o ) T,o m e,E dzi> cozfn =f;mr@o! mz-.t ) ) ( ( ( Leasu e of Cities tcM A.American Plannine As sociation NPEL RA.o Etc. O o a o o o o organization's mission is to create excellence in local governance by developing and fostering professional management to build better communities. lcMA identifies leading practices to address the needS of local governments and professionals Serving communitieS globally. They provide member support, publications, data and information, peer and results oriented assistance, and training and professional development to thousands of city, town, and county leaders and other individuals and organizations throughout the world The management decisions made by ICMA's members affect millions of people living in thousands of communities, ranging in size from small villages and towns to large metropolitan areas. Each year, through its highly praised Annual Conference, ICMA PROFESSIONAL DEVELOPMENT OPPORTUNITIES . lnternational Ci9/County Management Association - ICMA Description: The ICMA advances professional local government worldwide. The Annual Confe n continues its tradition of offering an abundance of educational, information-sharing an networking tools to help elected officials manage their community in today's complex environment. 2019 Ge bu ro Leadershi lnstitu te Each spring or summer, the highly-rated ICMA d Gettysburg Leadership lnstitute is held in Gettysburg, Pennsylvania, starting with dinner on wednesday night and ending on Friday evening. Participants stay at the historic Gettysburg Hotel. The program is limited to 30 local government executives--with special consideration given to ICMA Credentialed Managers and Candidates--who meet to study the leadership lessons of Gettysburg and join colleagues in an exploration of personal leadership' organizational effectiveness, disaster management, and the lessons of history. Much of the program takes place on the battlefield itself. o The leadership lessons of the battle of Gettysburg, the leadership styles of Lincoln and Eisenhower, and the aftermath or disaster recovery of the town of Gettysburg after the battle of 1863 form the core of this site specific leadership institute offered in conjunction with the Gettysburg Foundation. The lnstitute is usually held in May. Please check website or contact information below for 2020 dates. Contact: Nedra James, Program Manager, Professional Development at nianres@icnra org or visit http://icma.org/en/icma/home or call 1-800-745-8780 . The American Planning Association - Florida Chapter Desqlpliqni The American Planning Association and its professional institute, the American lnstitute of Certified Planners, are organized to advance the art and science of planning and to foster the activity of planning - physical, economic and social - at the local, regional, state and national levels. The objective of the Association is to encourage planning that will contribute to public well-being by developing communities and environments that meet the needs of people and of society more effectively. The Florida Chapter of the American Planning Association serves APA members in the state. APA Florida is the state-level resource for networking and professional development. When you join APA and reside in Florida, you automatically become a member of APA Florida. The Florida Chapter provides members the opportunity to share experiences with colleagues and to broaden perspectives. The chapter holds an annual conference, educational workshops, AICP exam preparation courses, and produces a newslefter. APA Florida also conducts legislative programs, sponsors kaining workshops, conducts an awards program and provides public information to and about the planning profession. The American Planning Association - Florida Chapter, provides statewide leadership in the development of sustainable communities by advocating excellence in planning, providing professional development for its members, and working to protect and enhance the natural and built environments. Contact information: htt p://www.floridaplan n ing. org/index. asp or (850) 201-3272 . Miami-Dade County League of Cities Descriotion: The Miami-Dade County League of Cities was formed in 1953 for the purpose of assisting its members in cultivating and maintaining the most proficient ways oi administering government for the general welfare of the residents and business in the County. The League has evolved throughout the years, but continues to work together with the municipalities'elected officials on important issues that affect the residents and the business community of the respective cities. towns and villages. 2019 Executive Board: http://mdclc org/executive-board/ MDCLC - Best Practices Conference: Yearl y seminar are held where a highly regarded group of experts and professionals conduct key sessions and discussions featuring winning strategies for improving municipal services. Conlact lnformation President: Hon. Claudia V. Cubillos Mayor, Village of El Portal Email: mayorcubillos@villageofelportal.org Telephone: 305-795-7880 First Vice President: Hon. Keon Hardemon Commissioner, City of Miami Email: K Hardemon@m ia m igov com Telephone: 305-250-5390 o O o o . National Public Employers Labor Relations Association - NPELRA Description: The National Public Em ployer Labor Relations Association (NPELRA) is the premier organization for public-seclor labor relations and human resources professionals. NPELRA is a network of state and regional affiliates with over 2,000 members around the country. The governmental agencies represented in NPELRA employ more than four million workers in federal, state and local governmenl. NPELRA's members represent public employers in a wide range of areas, from management union contract negotiations to working with arbitrators under grievance and arbitration procedures. NPELRA strives to provide our members with high quality, progressive labor relations advice that balances the needs of management, and the public interest. NPELRA also works to promote the interests of public sector management In the.ludicial and legislative arenas and to provide opportunities for networking among members by eslablishing state and regional organizations throughout the country. Traininq Conference. For over 48 years, NPELRA has been providing relevant education to public sector labor relations professionals. This yeaas conference will focus on the hot topics of Labor Relations and Human Resources. The presenters are actively involved in the day{o- day details of LFyHR. ln addition to the wealth of substantive sessions being offered, registrants c:ln also enloy networking social events, and meet with peers from Florida and across the country. The 49th Annual Conference is scheduled in Austin, TX from April 26-30, 2020. Contact lnformalion: https //npelra orgirndex php or (877 -673-5721) See also the Florida Chapter at: http ,www f pelra org o o o o o e-Learnins - Required Trainine for Em plovees Reportine to theoCity Manager o o o o o o https ://miamibeachfl .adobeconnect.com GD o g BTACK ONE TEAM oNE CITY Required lrequency ol Refresher o, Ei: (,co E cc 6 (r, o (\t o lo Orientation x Ethics Regulatory x Diversity x Sexual Harassment x Team Building x Service Excellence Customer Service Standards x Ethics x Supervisory Essentials Series X Supervisory Essentials Series Live Q & A Session x Employee Academy x Leadership Cullure Program x Required Courses: All Personnel Conflict Resolution Dealing with Change Workplace Violence Communication Motivation o CITYWIDE TRAINING PLAN '. :.. B€acH O -t-'.t's Supervisory Mandatory Courses Frontline Optiona! Programs (Live) tT- Optional Courses https ://m i am ibeach. s harelo i nt.c'e nlP4s.eyEthrc srudgu bljeuus!.alpx Ethics And Public Trust Home Departm€nts Team Charts Enemal Website H€lp Cenler o o Government employees and officials have a special duty to serve the public in a fair and just manner. Public corruption occurs in many forms, but mosl often when a public officaal, at any level of government-local, state, or federal'does any official acl in exchange for money or olher free goods or services for private gain. Public corruption could also rnclude public employees who take something of value for their own personal gain, thereby violating the pubIc's trust. Unethical behavior is a form of corruption thal hits at the heart of what a government is supposed to do-serve ats people. The Miami-Dade County Commission on Ethics Public Trust seeks the public's assistance in identifying unethical conduct and other forms of public corruption in Miami-Dade County and all 34 Municipalities. Citizens can report suspected wrong-dorng with the Ethrcs Commission by The Ethics Commission is dedicated to bolstering public lrusl in adminislration of governmenl by informing the public and private sectors about the laws and seeking strict compliance with them. lt is empowered lo subpoena, audit, and investigation all facts and persons materially related to a complaint at issue. Employees or citizens can also repon fraud by: Additionally, all City of Miami Beach team members are required to complete our online Ethics Regulatory and Ethics trainrng localed al: .\d hc (', orrt Please clic* on links below for additional information: httn://cthie' rnirrttrclldc.gor /horne lr.p hlU:,'/'\ p.lcl\ rrc.c(nn/nrc\ rc\'ld= I oll-19&\ rtl.o=15i-ll5 8g\trlrrr! \rk:.1\. lnJi.lrn.nl\-,,r!1 l!]l-f.Jlt\ (;rll iIr(l ('()Ilrrhuli(nr I,lrlrc(lur! o l-i i:! MIAMIBEACH s-nr 7--i 1 oa? 7 -_-) u tt- . contacting the 24-hour hotline: 786-gta-SSOOlt . sending a fax: 3Os-SZS-OZZSC. writing an email using the FBI Corruption Hotline by calling 754-703-2000L (Option #4) which is currently advertised on the City s website and Miami Beach Television station (MBTV) contacting Miami'Dade County Offjce of lnspeclor General Repon Fraud phone number al 305-579-2593L' ) ) 'n 2 zom ) ( ( ( Citvwide Budeet Overview and Cit v's Financial Structureo o o o o o FINANCIAL SUAAAAARIES Ci tywide Budget vervrew OPERATING BUDGET The City of Miomi Beoch provides o wide ronge of municipol services including Police, FireRescue, Porks ond Recreotion, Woter, Sewer, Storm Woter, Sonilotion, etc. Our onnuol operoling budget ollows us to oddress the needs o[ the community. The lotol operoting budgel for FY 2020, net of tronsfers, is $669,099,000 ond is comprised of the following: . Generol Fund r Enterprise Funds . Speciol Revenue Funds ' Generol obligolion Debl Service Fund . lnternol Service Funds (netted out) r Tronsfer ro the Redevelopment Agency ALt FUNDS WITH OFTICIALLY ADOPTED IUNDS GOVERNMENTAL TUNDS PROPRIETARY FUNDS AIl TUNDS REPORTED IN FINANCIAT STATEMENT GOVERNMENTAL FUND TYPES PROPRIETARY TUND TYPES FIDUCIARY FUND TYPES ENIERPRISE FUNDSGENERAITUND RDA FUNDS ENTERPRISE FUNDS INTERNAT SERVICE FUNDS AGENCY FUNDS PENSION FUNDSSPECIAL REVENUE fUNDS INTERNAI SERVICES FUNDSRESORT TAX SPECht NEVENUE TUND GARAGE OPERATIONS SPECIAI REVTNUE rUNO ART IN PUBIIC PLACES OTHTR SPECIAL REVENUE FUNDS STORM WATER SANITATiON PARKING CENTRAL SERVICES CAPITAI PROJECTS FUNDS FI.EET MANAGEMENT DEBT SERVICE FUNDS INfORMATION TECHNOTOGY PROPERIY MANAGEMENT CONVENTION CEN'IER RISX MANAGEMENT C,ENERAI OSLIGATION OEBT SERVICE FUND CAPITAT PROIECTS FUNOS 97 GENERAL FUND WATER & SEWER FINANCIAL SUMMARIES GENERAL FUND SPECIAI, REVENUE FUNDS The Generol Fr-rnd is the p.imqry operoting fund lor the City ond includes much o[ the usr-'ol octivities o[ ony municipolity including Police, Fire, Porks ond Recreotion, Public Works Streets ond Engineering, Building, Tourism ond Culture, os well os generol odministrotive ftrnclions ond the Office o[ the Moyor ond City Commission. Wilhin the Generol Fund, Citywide Accounts reflect expenditures lhot do not foll under the purview of o specific deportment such os occumuloted leove poymenls, gronts to sociol service ogencies ond non-profifs, speciol studies, etc. They ore monilored by the Office o[ Monogemenl ond Budget ond the City. The FY 2020 Generol Fund budget is $350,043,000. GENERAL OBLIGATION DEBT SERVICE FUND Generol Obligotion Debt is the debt service funding required for voier.opproved bonds issr-red with the belief lhot o municipolity will be oble to repoy its debt obligotion through toxotion or revenue from proiects. No ossets ore used os colloterol. The FY 2020 Generol Obligotion Debt budget tolols $l1,796,000 ond includes the required debt service lor $e firsl tronche o[ the Generol Obligotion (G.O.) Bond Progrom opproved by the voters on November 6, 201 8. ENTERPRISE FUNDS The Enlerprise Fund budgets ore comprised o[ deportmenls lhot use revenues received for services provided to lhe generol public on o continuing bosis ond ore primorily finonced through user chorges. The crilerio used to determine i[ on operotion should be on Enterprise Fund includes: l) thot it generotes revenues; 2l thot it provides services to the community; ond 3) lhot it operoles os o stond-olone entity, without subsides from toxes etc. The City's Enterprise Fund Deportmenls ore: Convenlion Cenler, Sonilolion, Storm woter, Wofer, Sewer, ond Porking. The FY 2020 Enterprise Fund budgers totol $229,282,000. INTERNAL SERVICE FUNDS An odditionol $98,924,000 is budgeted for the lnlernol Service Fund budgets. lnternol Service Funds ore used lo occount for lhe linoncing o[ goods ond services provided by one deportment lo other deporlmenls on o cost-reirnbursement bosis. lnternol Service Fund roles ore sel lo recover the full cost of providing o porticulor service. The lnternol Service Funds' budgeted expenditures ore completely offset by revenues received from the Generol Fund, Enlerprise Fund, ond Speciol Revenue Fund Deportments. The City's lnternol Service Fund Deportments ore lnformolion Technology, Centrol Services, Risk Monogement, Property Monogement, ond Fleel Monogemenl. :fi :IJ,::J:ffi 1:i:#,;,:::i&':;"J:::TJj1"J':;":,L purposes other thon debt or copilol projecls. Speciol Revenue Fr-,nds, excluding the Resort Tox Fund, totol $26,220,000 ond include the following funds: 7th Street Goroge Operotions; 5th & Alton Goroge Operotions; Tourism ond Hospitolity Scholorship Progrom; Green/Sustoinobility Fund; Wosie Houler Additionol Services ond Public Benefit Conkibution Fund; Educotion Compoct Fund; Red light Comero Fund; Emergency 91 I Fund; lnformotion ond Communicotions Technology Fund; People's Tronsportotion Plon Fund; Concurrency Miligotion Fund; Miomi Beoch Culturol Arts Council; Residentiol Housing Fund; Normondy Shores Dependenl Toxing Diskict Fund; Biscoyne Point Speciol Toxing Diskict Fund; Police Uncloimed Property; Police Conliscolion Trusl Funds lFederol ond Stote); Police Crosh Report; Police Troining ond School Resources Fund; Adopt-A-Bench Progrom; Tree Preservolion; Commemorolive Tree Trust; Miomi City Bollet; Domestic Violence; Beochfront Concession lnitiotives; ond Art in Public Ploces (AIPP) Fund. Further, on odditionol $93,627,000 is budgeted within the Speciol Revenue Funds for the Resort Tox Fund, which incl-,des o tronsler of $36,752,000 to the Generol Fund. This is the City's lorgest Speciol Revenue Fuod. The Resort Tox Fund is supported primorily by loxes levied on hotel, molel, rooming house ond short- :1'Hi:il"J:::,:"":T::::ll,::::"Iff ;:l'.m:::';l used to lund tourismeligible expenditures. Additionol detoils con be found in the Resorl Tox section of this document. OTHER BUDGETS The Cily of Miomi Beoch Redevelopment Agency {RDA) is o blended moior Speciol Revenue Fund ond is o seporote entity, whose Choirperson ond Boord o[ Directors, ore olso the City's Moyor ond Commission. The Operoting Budget for the RDA is $69,70I ,000. The City of Miomi Beoch's Operoring Budger includes o tronsfer of $31,202,000 in tox increment revenues to the City Center Redevelopment Agency. Additionol detoils con be lound in the RDA section of this document. 98 o Additionolly, the Copitol Budget totoling $88,1/1,516 con be found in lhe Copitol ond Debt Section of this document. More deloiled, inJepth informotion, on the Copitol Budget con be found in the componion volume titled Proposed FY 2020 - 2024 Copitol lmprovement Plon & FY 2020 Copitol Budget. Citv Manager's 2019 /20 Budeet Messageo o o o o o FISCAL YEAR 2O2O PROPOSED WORK PLAN AND BUDGET MESSAGE MESSAGE JROM THE CITY MANAGER JIMMY L. MORALES September 1 l, 2019 Honoroble Moyor Don Gelber ond Members of the City Commission: I om pleosed lo tronsmil the Proposed Work Plon ond Operoting Budget for Fiscol Yeor 2020, commencing on October l, 2019 ond ending on September 30, 2020, including the Proposed Work Plon, the Proposed Operoting Budget, the Proposed Copitol Budget, ond the ossocioted Copilol lmprovement Plon for FY 2O2O through FY 2024. Ihe totol Proposed Generol Fund Operoting Budget is $350.0 million, which is $4.4 million or 1.3 percent more thon fie FY 201 9 Adopbd Budget of $345.6 million. Further, the Generol Fund ovoiloble bolonce os of September 30, 2018 wos $67.1 million. Of this omount, reserve levels for the I I percenl emergency reserve ond the 6 percenl contingency gool for FY 2019 were lully funded ot $56.2 million. The combined /I percenl Generol Fund emerqency reserve requirement lor fY !ZO, Uor"a on the ensuing yeor's Adopted Operoling is $58.8 million. During the development of the FY 2020 budget, the Adminiskotion recommended increosing lhe Generol Fr-,nd required reserve from 1 1% lo 17"/. ond increosing the gool [or reserve for contingencies kom 6o/o to 87o, which effectively increoses the totol reserve torget from 17"/" to 257", or lrom 2 months to 3 months. The revision to the City's reserve policy oddresses the City's exposure to weolher evenls ond dependence on volotile Resort Tox revenues ond will help ensure continuity of operolions during emergencies ond mointoin or improve the City's credit rotings. The September 30, 2018 Generol Fund ovoiloble bolonce of $67.1 million is equivolent to 19.4 percent of the ensuing yeor's budget. This ilem will be presented to the City Commisison for opprovol ot todoy's Commisison meetlng. The City's Proposed FY 2020 Operoling Budgel, in lolol, is $669.I million {6.0% higher lhon lost yeor) including the Generol Fund, Generol Obligotion Debt Service, Enterprise Funds, Spreciol Revenue Funds ond lhe City's lronsfer lo the Redevelopment District. This omounl is nel of lnlernol Service Funds ond lnterfund Tronsfers. :\s in post yeors, lhe Proposed Work Plon ond Budget wos J"f"c"1 ri,ougi on intensive review process with our City Tommission. Preliminory budget informotion wos provided ot the Commission Budget Workshop on Moy 2l st ond in meetings with the Finonce ond Clyv;de Proiects Committee lthe Committee) on .June 14th, July l9th, ond July 26fi. The Proposed operoting milloge rcte ol 5.7288 remoins the some os lost yeor ond is the lowesl in the history of the City o[ Miomi Beoch The overoll full-time position count is only 2 more thon in FY 2@7, ood is 28 positions less fion in FY 2019 The FY 2020 Generol Fund budget includes $'l .6 million of recurring reductions os well os $381,0O0 of recurring service enhoncements to oddress community priorilies, such os homelessness ond domeslic violence The FY 2020 budget includes key one-time enhoncemenh such os odditionol security for the 2020 Super Bowl, increosing the Tronsfer lo the Poy6o Fund, creoting on economic vitolity strotegic plon, rewriting the City's lond development regulotions, ond Cify Holl security improvements BUDGET HIGHLIGHTS I -rF\ /'!R_j-:F I GENERAL FUND BUDGET DEVETOPMENT BUDGET BRIEFING AD]USTMENTS The Generol Fund is the primory source of funding for the mojority of City services. Revenues ore derived from od volorem property toxes, fronchise ond utility toxes, business license ond permit fees, revenue shoring lrom vorious stolewide toxes, user fees for services, fines, renls ond concession fees, ond interesl income. Additionolly, intergovernmenlol revenues from Miomi-Dode County ond Resort Tox conkibute funding [or lourist-reloted octivities provided by Generol Fund deportments. At the Moy 21 , 2019 Commission Budget Workshop ond ot the.June 14, 2019 tinonce ond Citywide Projects Commitlee (FCWPCI i st Budget Brie{ing, fie Moyor ond City Commission were briefed regording the Preliminory FY 2020 Generol Fund budget. The preliminory budget represents lhe cost of providing the some level o[ services os in the prior yeor ond serves os the boseline of funding [or the onnuol budget development process. Bosed on the 2019 Certified Toxoble Volues provided by the Miomi-Dode County Property Approiser's Office os of July 1, 2019, citywide volues increosed opproximolely $1.2 billion, or 3.I %, over the 201 8 Certified Toxoble Volues, which resulted in on increose of $5.2 million in Generol Fund properly tox revenues. Property loxes comprise opproximolely 54.1% of tolol FY 2020 Generol Fund revenues ond ore o key driver o[ the proposed revenueS. At the July 19, 2Ol9 meeling, the Adminislrotion identified o combinotion o[ revenue ond expenditure refinements, revenue enhoncemenls, expenditure reductions/efficiencies, ond expenditure enhoncements. These recommendotions, if opproved by the Committee, would hove resuhed in o proposed unollocoted Generol Fund surplus o[ $21 3,000. ffi H ;:#:i,i::';:,'i".::ll ;::i:;i:::i:i:'[:: lO Budget Brie{ings, updoted FY 2019 third quorter p.oieciions, ond refinements lo recommended enhoncements. These odjustmenls resulted in the chonges below ReYGnue Reff nement$ 3259,(XX) . Finolizotion of colculotion o[ Generol Fund Adminiskotive Fees: $245,000o lncreose in RDA tronsler to the Generol Fund bosed on finolizotion of RDA budget pursuont lo 4th omendment lo lnterlocol: $ 14,000 Expenditure R.efi nemcnts: (S263,OOOI . Finolizolion of lnternol Service Allocotions: ($ 150,0001 . lncreose in Citywide FOP Excess Pension Plon budget bosed on odditionol costs proiecled for FY 2O2O per ocluory: ($ 134,000) o Tronsfer o[ Art in Pr-rblic Ploces (AIPP) Operoting Expenditures to AIPP Fund: $21 ,000 Recurring Expenditure Enhqncements: (3209,OO01 . Morchmon Act Treotment Spoce: ($ I 83,000) . Domeslic Violence Emergency Shelter: ($21,000) o Youth Commission legislotive Aclion Doys Proqrom:o One-Time Expenditure Enhoncements: 5638,OOO. uM Wellness,/Prep Clinic: $250,000. Cit/ Holl Security Needs: $200,000. Resilience Progrom Communicolions: $ 100,000r Porks Culturol Events Progromming: $50,000o Seniors Gol Tolent Pilot Progrom: $38,000 ,r.-arr 3rrr./trbrl - d ra, l, t-lm.n&i Rdm tnlendJ t-ddd.d l-6rt E..dar. r.ddid.,/tftc- R(dr..r&n GFL* tp?'d,,. R.&r@ tfirFY c L.errd.d tp.*,. t'S.Ed. P-drn6d.d 'OrbT,tu t@.ndtu'. t+E,]dr !! .t Ed td f6d 8dG. b 'OlT.r' tdEr.i,r! ,rtfrriry rr'rr/ltat-ra{ - a Nr r. Rdmm.rd.d R."m@ tnhcn€ds Er',dtu,. R.lM,r! R-onEJ.d r-6r! Eip..J.u. R.d,cr!.!/Eflti.r- REmdd.d'OrET' ' t:p..diu,. R.4{G./t(r 6t,E RGffid.d 6p-dlE. t'rc.irr. rdm.rrd.d 'qEl'rc Erpddru. f nrs(adr' (t. oI Plld Y€ tui g&E. k 'or-Trr' trlc.n-rr t {4.lrr r,0oo) 792 $a r,oer.oo I I 317 @O r.592.@o 4a, 000 t38t,@ 12 717 Wl s 2 r3,000 2.27A.m The Commitlee occepted the Adminiskotion's recommendolions os noted obove. 2 E Dl.lGin kt l-3 al2Gl!}lrBtrt.t.tia.3 o FISCAL YEAR 2O2O PROPOSED WORK PIAN AND BUDGET MESSAGE !J FISCAL YEAR 2O2O PROPOSED WORK PI.AN AND BUDGET MESSAGE S.?rrib.i I l, 2Ot9 Pr!pc..d ludg.l $ o o FY 2O2O PROPOSED BUDGET led on the direction given ol the vorious Budget Briefings during the summe., ond the budget odjustmenls mode over lhe summer recess, lhe Administrotion proposes the FY 2020 Generol Fund budget os noted below, which, i[ opproved, will result in o bolonced budget Expendilures surplur / (Gop) 350.043 000 3 50.oil3,0OO $o The chorts below reflect the moior revenue ond expendilure cotegories of the Proposed FY 2020 Generol Fund budget FY 2O2O GENERAT FUND REVENUES <he.g.. lo. $in... 3.69, N6 OP.Nri.t Mi...lro.*. l'v6w 4..r. a.3?.3,2'.. 3.50" 53-6.. to.5q. TY 2O2O GENERAT FUND TXPENDITURES ?1.C,. 32.9". 3 o 25-9". l.!., E L-. ,/ FISCAL YEAR 2O2O PROPOSED WORK PLAN AND BUDGET MESSAGE Recommended Revcnue Enhoncements - Attochment A l5792,OOOl Anochment A reflecls o listing o[ oll proposed revenue enhoncements olong wilh deloiled descriplions ond lhose recommended. One Generol Fund revenue enhoncement :s being proposed ond recommended for lY 2020, which is the following: 313,0m 182.000 57,000 197,000 169,000 99.0m 116,0@ 103.000 11 1,000 100.000 15,000 97,0m 92,0@ 1 1.000 lr,50eo0 o o lndexing City Fees to Consumer Price lndex {net of Building teesl folol Efficiency of V*ant FulFTime ,'!d Pal-Tine P ks erd Recreatio Positbns Outsourcing of Miami Beach Tennis Cenler (Net lm pact assum ing Effective Date of January 1 . 2020) Efficiency cf Contracied S€curity Guard Expenditur€s for City Hall Weelends, Commbsidr Meethgs, and Mbc€llareous Equbment Repais rd Mahtenance Efilciencies in Mrscellaneous Pdrce Operating Expendnures Efiiciency of V*ant Full-Time Publb Wdts Positions Efficiency of Flled (1) and Vacant (1) Full-Time Fire Department Positions Elininalion cf CodeRed Emergency Notificatbn Systern Efficrencies in M6cellaneous Fire Operating Expenddures Elaninalion of l% COLA in April 2020 for Positbns over $100,000 (Cit),rvide - $141,0O0) Efflciency in Cit) ,vije Tuitim Reimbursernent Expefld(ures Reductim h Huma R6ources (95,000), Tourign ard Culturd Oevdopment (55,000), ad Puuic Wqks General Fund (t5,0m) Trat/el and Trahing Exp€nditrres Vacant Full-Time Marketing and Cornmunications Position Vacant Full-Time Code Compliance Position and Red6sifEdim of Assistanl Diector Position to Admin Services Manager P6ition General Fund lmpact of Recornmended lnternal Service Oeparlment Reductions Total 792,Offi 5 792,OOO Recommended "One-lime" Expenditure Reduction/Efficiency - Allochment B ($469,(X)0) As set lorth by Resolution No. 2006-26341 , lhe City con use onetime non'recurring revenue for copilol expenditures o. one{ime expen' dilures ond not to subsidize recurring personnel, operolionol ond moinlenonce costs. The following Generol Fund ircm for FY 2020 is considered onqlime in noture, ond os such, the sovings reolized would be used to increose the Generol Fund's tronsfer to the Poy'As-You- Go (PoyGo) Fund. OneTime Reskucturing of Grounds Mointenonce Conhoct: $469.000 The City's Grounds Mo inteno nce Controcls ore setto expire in eorly 2020. The Adm inistrolion is proposing woiving bids ond remo ining with thesomecontroctorsond rotes. Theoddilionoloneyeorextension oftheexisting grounds moinlenonceogreemenlswouldyield sig- n ificontcostovoidoncewhile m inimizing the impocttooperotions, wh ich is proposed to be ulilized for "on+time" FY 2O2Oenhoncements. Recommended Expenditure Reductions/Efficiencies - Atlqchmenr B ($ 1,592,OOO) ln oddition to the onetime expenditure reduction obove, Attochment B reflects o lisling o[ oll proposed FY 2020 service reductions ond ef ficiencies submifled by deportments during the budget process, wilh detoiled descriplions ond those recommended by the Administrotion The FY 2020 Generol Fund reductions ond efficiencies recommended by the Adminishotion ore comprised of the following: 2.O0 3.00 0.00 0.00 3.00 2.00 0.00 0.00 0.00 0.00 0.00 1.00 1.00 0.00 12.N 8.m 4.00 0.m 0.00 0.00 0.00 0.m 0.00 0.m 0.00 0.@ 0.00 0.m 0.m 12.00 4 $ Yror I FY 2020 Reductions/Efnciencios 3 Y6r I Fdl-TinrG Posi6ons Part-Tirno Positions o FY 2O2O Ravenuc Enhonce,ments FISCAL YEAR 2O2O PROPOSED WORK PLAN AND BUDGET MESSAGE Recommended Expenditure Enhqncements Attochment C (538l,(XX}) Jo.hrn"n, C rncludes o lrstrng ol oll proposed FY 2020 enhoncemenls requesled by deporlmenls during the budget process, with detoiled descriplions ond those recommended by the Adminiskolion. The following recurring Generol Fund enhoncemenls ore being recommended by the Adminiskotion lor FY 2020: onnuolly. lt is proposed thot this enhoncement be funded through on increose in the konsfer from the Resort Tox Fund to the Generol Fund. Generol Fund lmpoct o[ Recommended lnternol Service Fund on lm This enhoncement will provide [unding [or the Ciry to provide sofe sheller ond services lor victims of domestic violence ond/or homeless citizens seeking drug obuse keotment. This progrom will provide the City with occess to three treotmenl beds on o yeor-round bosis from o privote provider with lull wroporound services ol on overoge rote of $167 per doy per ossigned treotment bed which ore onticipoted to turn- over {our times per yeor. Living Woge: $104.000 This enhoncement is in occordonce with the recommendotion from fie Finonce ond Cirywide Proiects Committee's April 19, 201 9 meeting to complete the threeyeor phose-in opprooch previously opproved in 201 7 increosing the minimum living woge rote to $ 15.00 per hour effective October I , 2020. This enhoncemenl will ollocote funding for the City to provide victims o[ domeslic violence with lemporory emergency hotel plocement bosed on the projected needs of the Police Deporlmenl (overoge of $150 per night for seven nights lor twenty victims), which is intended to be o stop gop ond will ollow ossigned odvocotes the opportunity lo seek more permonenl options such os relocotion or shelter. Youth Commission: $5-0O0 This enhoncement will provide funding for the City of Miomi Beoch's Youth Commission (seven members) to onnuolly otlend ond porticipote in fie legislotive Action Doys Youth Council Progrom in Tollohossee lo become educoled obout City government olong with represent ond orticulote the needs ol youth within the Miomi Beoch Community. This wos recommended by the Finonce ond Citywide Proiects Commitlee ol ils June 2019 meeting ond opproved for funding by the City Commission ot its July 17, 2019 meeting through Resolution 201 9-30875. Enhoncements: $38.000 This enhoncement will fund the esfimoted Generol Fund impoct o[ the proposed Living Woge enhoncemenl on the FY 2020 lnternol Service Fund budgets in occordonce with lhe recommendotion from the Finonce ond Citywide Proiects CommiHee's April I 9, 201 9 meeting lo complete the three yeor phosein opprooch previously opproved in 2017 increos;ng the minimum living woge rote lo $ 1 5.00 per hour effective October l, 2020. lnternol Service Fund budgets ore completely ollocoted to the Generol, Enterprise, ond Speciol Revenue Funds. Recommcnded "One-Time" Expenditure Enhoncemenls - Attochment C (52,747,OOO1 As set forth by Resolution No. 2006-26341, the City con use one- time non-recurring revenue for copitol expenditures or onelime expenditures ond not to subsidize recurring personnel, operolionol ond moinlenonce costs. The lollowing Generol Fund items for FY 2020 ore considered onelime in noture, ond os such, con be funded utilizing fund bolonce. ln June 2019, the Adminiskolion enocted o hiring freeze os well os o freeze on City-funded trovel ond nonessentiol ond non<onslruction expenditures, which is onticipoled to result in onelime sovings reolized ot fiscol yeorend of 2019. As o result, the odditionol Generol Fund enhoncements below, which ore considered onetime in nolure, ore being recommended for {unding utilizing the proiected yeorend FY 2019 Generol Fund surplus, bosed on third quorter proiections, os noled in the August 14, 2019 Letter to Commission llIC 457-2019]r. qr^tti"^ ^t rArl, qrro.r tit-^,,^r.l T^.--. (?o onn o This enhoncement will permonently stoff the 26th Street Lifeguord Tower with two Full'Time Lifeguord lond two Full- Time Lifeguord ll positions, which is currently being stoffed by Oceon Rescue utilizing overtime since it wos ploced in thot locotion November 1, 2017.Ihe totol cost of this enhoncemenf is projected to be $249,000 in Yeor I ond $315,000 in Yeor 2 ond will be offset by sovings in overtime ond holidoy poy overtime of opproximotely $219,000 South Beoch Store Front Covers: $35.000 Funding for store front covers hos been ollocoted during FY 2019 for No*h ond Mid Beoch. This enhoncement provides funding for South Beoch to focilitote o holistic opprooch ocross the City. 5 O North Beoch Community Redevelopment Agency [CRA] Plon: $35 000 On Jonuory 19, 2O19, the Administrotion reloined Business Flore, ILC to explore o Finding of Necessity for lhe polentiol creolion of o Community Redevelopment Areo {CRA) in the North Beoch oreo o[ Miomi Beoch. Following completion ond considerotion of the Finding of Necessity, should the City move lorword with the creotion of o CRA in North Beoch, there will be o need lo prepore o Community Redevelopment Plon lor lhe new oreo. FISCAI- YEAR 2O2O PROPOSED WORK PLAN AND BUDGET MESSAGE Woshinoton Avenue Porklets: $50,000 A porklet is o smoll pork, plozo, or creotive public spoce thol is physicolly instolled in on on-skeel porking spoce. On July 8, 2015, the Moyor ond Ciry Commission odopted Resolution No. 201 5-29085, occepting the recommendotion of the lond Use ond Development Committee regording fie creotion of o process ond criterio for opplicolions for porklets on o lemporory bosis, ond further directing the Adminiskotion lo develop crilerio ond o procedure for opprovol o[ porklets to be instolled on o temporory bosis on Woshington Avenue between 5th Street ond Lincoln Rood. This enhoncement wos submitted per the recommendotion of the Finonce ond Citywide Projects Committee ot its Moy 29, 201 9 meeting. Pine Tree Drive Auskolion Pines Pruning: $123.000 This enhoncement will fund Phose ll which provides pruning of Austrolion Pines olong Pine Tree Drive from 4l st to 46th Streets. Phose I from 28th to 4lst Skeet wos funded in FY 201 9. The need for pruning is bosed on o consultont's report thot identified thot 80% of the lrees require relrenchmenl pruning due lo sofety concerns. The Of[ice o[ Housing ond Community Services Deportment will be relocoted to muhiple siles, including on offsite troiler. Due lo the limited spoce, the digitizing of files ond documents will ollow employees to eosily occess [iles ond info.motion in o limely monner. This enhoncement will provide funding for two lemporory employees lo scon oll documents/clienl files into o secured dolobose {or two yeors. Dr-re to the deloy in lounching the originol one-yeor pilot of :ilff;l;,':p,'"T","';,T::''i,.i""f iI;J"iiJ"llif ollow for Comillus House to deliver speciolized ouheoch - vio the Project Lozorus lnitiolive to engoge, ossess, keol, ond secure supportive permonenl housing plocements lor persons who ore chronicolly homeless ond vulneroble in the City. These odditionol six monlhs will ollow the progrom to complele o yeor of services ond obtoin performonce dolo ond onolyze the progrom for efficocy. South Pointe Pork Cutwolk,/Government Cut Erosion: $200.000 This enhoncement will provide funding for the City to engoge o coostol engineering consultont to [urther evoluote the existing conditions, provide recommendolions, obloin permits ond prepore conslruclion plons ond specilicotions. Seo Level Rise lmpoct Study: $300.000 This enhoncement will provide for the Plonning Deporlment to further ossess ond plon for the potentiol impocts o{ flooding ond seo level rise to the neighborhoods ond complele the guidelines ond regulotions for the renovotion, roising, ond/ or repurposing of historic skuclures in the remoining lowlying oreos of the City. 'toCity's Lond Development Regulotions (LDRI to eliminole inconsislencies ond conkovene sections of the City Code, which will simplify the Code ond provide clorificotion on requirements ond potentiolly fosler turnoround times for permil ond plons reviews. This is o onelime enhoncement requesl thot will spon over o twcyeor period to complete. This enhoncement will increose the FY 2020 funding ollocoted for Arl in Public Ploces (AIPP) to provide for conservotion of the City's public ort proiects on on os needed bosis. lt rr lm m The Property Monogemenl Deportment in colloborotion with the Miomi Beoch Police Deporlmenl hos identified physicol vulnerobilities ond solutions lo enhonce securily in ond oround City Holl. A recently completed security ossessmenl of the focility reveoled severol oreos lhot con polentiolly be breoched. To mitigole iniruder ottock, controls, physicol retrofits, ond policies con be implemented to fortily security, which ore proposed to be implemented in two phoses. For FY 2020, it is recommended thot Phose lbe implemented which includes: ll) instollotion o[ occess control ponels in inlerior , li:l:::i.::rx ;il::::ri' :: ;t1 ]::i#l irii;a responder/public sofety moster cord occess; (4) evocuotion plons; ond (5) low countertop gloss protecfion in Humon Resources ond Public Works. 6 Economic Vitolitv Strotegic Plon: $200.000 This enhoncement will fund the developmenl of o doto- driven strolegic plonning process thot will meet the following obiectives: ll) creote o forwordrhinking economic vitolity skotegy for Miomi Beoch lhol encomposses existing conditions ond compelitive odvonloges, considers the City's unique posilion in the greoter Miomi region, ond onticipofes future morket shifts in demogrophics ond lifestyles; {2) refresh the mission, services ond structure o[ the City's economic developmenl deportment; {3) engoge City stoff, business ond civic leoders, ond other community stokeholders in o porticipolory process to develop the economic vitolity skotegic plon; (4) develop recommendotions to guide economic vitolity lo enhonce its volue proposition for oll community stokeholders. Smoll Business Development Progroms: $75.000 The smoll business development progroms will be dedicoted to helping existing ond new businesses grow ond prosper by providing hee ond con[identiol consulting ond ne or low- cost lroining progroms. The progroms moy help creole ond retoin jobs, secure loons, increose soles, win government conlrocts, develop strolegic business/morkeling plons, ond more. Resilience Proqrom Communicotions: $ 100,000 This onelime enhoncement will conlinue morketing ond communicolions outreoch thot begon in FY 2019 regording Citywide resilience efforts with residenls ond the community lo better underslond resiliency concepts ond whol the City of Miomi Beoch is doing to remoin resilient. Funds would be used primorily for community meetings, direct moilings, ond torgeted morketing. This enhoncement will provide funding of the following events ond ossocioted expenditures os o onelime pilot for FY 2020: {l) 2ioy Vegon Festivol including restou.ont crowl in North Beoch ond vorious food booths to be held in North Beoch; (2) Two smoll scole Block History Month events; ond {3} Fullioy festivol to produce the City's firsl "luneteenth" evenl in North Beoch. Seniors Got Tolenl Event: $38.000 This enhoncement will provide for on onnuol musicol voriety ond tolent show "pilot" per direction from the Finonce ond Citywide Proiects Committee ot its luly 1 9, 201 9 2nd Budget Briefing, which will be provided ol no cosl to residents, to be held ot fie Miomi Beoch Convenlion Center for Miomi Beoch seniors. Evenl detoils inctude o sitdown dinner, enlerloinmenl, ond o lolent competition feoturing musicol performonces, comedy, doncing, poetry, etc. Porking ond RDA Fund Tronrfers to the Generol Fund ls it importonl to nole fhoi lhe Adminislrolion's long-lerm obiective is to reduce the subsidy from the Porking Enterprise Fund to the Generol Fund in order reduce the burden on the Porking Enterprise Fund. Due to fiscolconskoints, the Administrotion is recommending thol lhe FY 2020 tronsler lrom the Porking Enterprise Fund to the Generol Fund remoin consislenl wi$ the FY 2019 contribution of $1.2 million. Similorly, lhe Adminiskolion is recommending thot the konsfer from the City Center Redevelopment Agency {RDA) Fund remoin consistent with the FY 2019 conlribution of $4.4 million. These RDA funds become ovoiloble through opprovol of he Fou*h Amendment lo the lnterlocol Agreement between the City of Miomi Beoch, the Miomi Beoch Redevelopment Agency, ond Miomi Dode County. [ike the Porking Enterprise Fund, lhe City's long. term obiective is lo reduce the Generol Fund's relionce on this funding from the RDA over the next three yeors dr.rring eoch budget development cycle. o o FY 20t I FY 2012 FY 2013 tY 2414 FY 20t 5 FY 2016 tY 2017 FY 20t I FY 20t 9 FY 2A20 3.600.000 7,200,ooo 7.200,0@ 8,400,o00 8,4oO,OOO 8.400,ooo 6,ztOo,0OO 4,4oo,000 l,l66,000 t.I66,000 o o o o o 0 o t.079,oo0 ia,4@,0oO t,114,@ Use of Resorl Toxes to offscl Touri5m Expenditures in the Generol fund Eligible Bosed on on outside consultont study conducted in FY 201 9 using octuol expenses for FY 2018, the study estimoted thot there ore opproximotely $149.6 million in eligible Resort Tox expenditures in the Generol Fund. These include expenditures ossocioted with police oflicers serving enlerloinmenl oreosj o porlion of fire rescue services lrom Fire Stotions I & 2; oceon rescue services; enhonced code complionce provided to respond to evening entertoinmenl oreo violotions ond stoffing of speciol events; olher code complionce octivities in tourism ond visitor reloted focilities/oreos; Tourism ond Culture Deportmenl ond the Culturol Arls Council; museums ond theobrs {Gorden Center, Boss Museum, ond Colony Theoter); golI courses Inet o[ revenues); Memoriol Doy ond other speciol evenl costs; homeless services; July 4th; Visitor Center funding; holidoy lights; lewish Museum; Miomi Design Preservotion teogue (MDPL); Oronge Bowl; monumenls; etc. The totql Proposed Resort Tox Fund konsfer to the Generol Fund lor F\ 2Q2Q is $36.8 million, which is o $921,000, or 2.6%, increose over the FY 2019 konsfer o[ $35.8 million. 7 i IDA C..rffiulidr 3 Pcrtlnt CcnHbudor o WORK Continuolion o[ Universiry of Miomi PrEP Mobile Wellness Clinic Contribulion: $250.000 This enhoncemenl request wos submitted for conlinuotion of $e City's support of the University of Miomi's PrEP Mobile Wellness Clinic. As port o[ the FY 201 8 budget, the City provided the University of Miomi {UM) wifi o one'time $250,000 conkibution lo support operolionol costs [or o PrEP Mobile Clinic on Miomi Beoch lo reduce the rote of new humon immunodeliciency virus lHlV] infections on Miomi Beoch. This odditionol onefime enhoncement of $250,000 lor FY 2Q20 will be used to continue services ol the existing locotion ond to expond lhe progrom to on odditionol locotion in the North Beoch oreo. UM will use o portion o[ the fr-rnding to subcontrocl with Prevention3O5 for online outreoch ond to provide in- person ossistonce with novigotion to o PrEP oppointment. Funding is being proposed per lhe recommendotion o[ the Finonce ond Citywide Proiects Committee ot ils July 3 I , 201 9 meeting os on odditionol "oneJime" FY 2020 conkibution. li..ol Y.or IISCAL YEAR 2O2O PROPOSED WORK PLAN AND BUDGET MESSAGE BUDGET AND POSITION TRENDS The 2016 Environmenlol Scon conducled os port o[ lhe skolegic plonning process showed thot the overoge doily populotion in the City hos grown 27 .2'/" kon 2007 to 2016. Much of this increose consisls of odditionol olher tourists (/Z%), seosonol residents (53%), hotel guests (40%), ond non-lourist beoch visitors (40%). Hoving over 27 .27o more people in lhe City over the lost ten yeors, without on offsetting increose in budget, con resuh in services becoming degroded over time. The chorl below reflecls the Generol Fund budget ond Generol Obligotion Bond Debl Service budget divided by the Averoge Doily Populotion (ADPI from FY 20Q7 toFY 2018. The chort shows thot the Generol Fund Budget per ADP hos increosed by less thon one percent eoch yeor since FY 2007. Generol Fund ond G.O. Debr by Averoge Doily Populolion FY 2AO7 - FY 2Ot 8 o 1r,800 I1,600 3 r ,400 tl,2m I1,000 l8m $600 1400 1200 t GO D& pcr ADf o t\07 l,1o FYOS t38 FYOg t35 FY IO 133 FYI I t33 fYt2 t30 rY l3 t29 fY t,{ t29 FY I5 l2e rYt6 t29 t\ ll 129 ft18 129 rGf t4p<rDP tt,t58 ll,t27 t1.346 tl,2!3 !1,i44 tl,2l2 tl,258 11,277 !1,371 t1,.,19 tl,s3o t1,596 Taolper ADP tl.t98 ll,,i65 tl,38l t1,276 ll,327 11,212 t1,287 11,305 tl.tOO 11,A77 11,559 t1,624 I I I I I 8 o FISCAL YEAR 2O2O PROPOSED WORK PLAN AND BUDGET MESSAGE Desprle the 2Z'. growth in ADP ond lourism, the City's posiiion count is 0. I 9;, or 2 positions, more in FY 2020 thon in F\ 2Q07 , os reflected Jt" .f,or.r belorl. the overoll position count in FY 2O2O is28 positions less thon FY 20l9 Position Count FY 2OO7 - lY 2O2O 2,AN 2,OOO 1,600 r,200 800 !00 FY 2@7 Other Funds 618 rGenerol Fund 1,509 1,441 1,399 t,345 1,273 1,322 1,337 1,371 t,tt2 1,a69 1,536 1,536 i,537 1,526 Totol 2,127 2,050 2,OO7 1.927 1,794 1,896 1,903 1,942 2,027 2.069 2.1& 2,t56 2.157 2,129 ANALYSIS OF PROPERTY VALUES IN MIAMI BEACH On July l, 2019, the City received lhe 2019 Certificotion of Toxoble Volue from the Miomi-Dode County Property Approiser indicoting thot the overoll toxoble volue for the City of Miom i Beoch wos $40. I billion, including $302.5 m illion in new construction. Overoll, rh is represented o 3.1 percenl increose in volues from the 2018 Certificolion of Toxoble Volue provided bythe Miomi-Dode County Property Approiser on July l, 2018. FY 2008 609 FY FI F/ FY 2009 20t0 2011. 20t2 608 582 521 574 FY 20r 3 566 FY 201 n 571 FY 2015 585 FY 2016 600 FY FY 2017 2014 FY 201 9 620 FY 2020 6036?4 620 o 39,796,383,821 302,508,638 ;I 1,094,838,626 116,392,732 ;I 2.87" 62.57. Properly Asscssment Exisling Volues New Conslruction Tolol C 38,882,66r,10r 38,701,515,195 186, t I5,906 40,098,892,459 I,2t 1,231,358 3.17. Cily Ceobr RDA Totol Cirywide - N6t of City Center RDA -5,993, 199,959 32,894,461 ,142 4 ,258 ,372 .756 33,840,519,673 .265 ,172 ,827 9a6,058,531 1A% Property Tox Revenue Proiection I 82, 168.000 182,389,000 5,221,W 2.W" % Chcr6o 9 o Juty 2Ol8 Ccrtificd July 2Ol9 Ccrttftod $ FISCAL YEAR 2O2O PROPOSED WORK PLAN AND BUDGET MESSAGE Further, the following toble shows the difference between the 20 ] 9 Certificotion o[ Toxoble Volue from lhe Miomi-Dode Property Approiser os o[July l, 2019 ond the 20]9 Estimoted Toxoble Volue os oflune l, 2019 provided by the Miomi-Dode County Property Approiser. Properly fusessmenl Existing Volues New Construclion City Center RDA Totol Citywide - Net of Ci 39,800,000,000 235,000,000 Totol Ci de 40.035,000,000 Cenbr RDA 4,292,859,957 33 ,7 42,140,O43 39 ,796,383 ,821 302,508,638 4 ,255 ,372 ,786 33,840,519,673 o O Preliminory property lox revenue proieclions os o[]une l, 2019 ossumed property volues within lhe City Center RDA would increose by opproximotely 5.0 percent over the 2018 Certificotion o[ Toxoble Volue bosed on historicol trends. However, bosed on the 2019 Certificotion of Toxoble Volue provided by the Miomi'Dode County Property Approiser's Office os of July I , 201 9, property volues within the City Center RDA increosed opproximotely 4.4 percenl, thereby slightly increosing citywide Generol Fund property lox revenues by o greoler percentoge lhon originolly projected os o[ June I , 201 9. Lostly, citywide ioxoble volues, excluding the City Center RDA diskict os of July 1 , 2019, increosed hom $32.9 billion lo $33.8 billion, which is on increose of opproximotely $946.1 million, or 2.9 percent, over fie 2018 Certificotion of Toxoble Volue provided bythe Miomi- Dode Property Approiser. Totol Citywide City Cenler RDA Cit),wid6 - Nd of City Cenler RDA 3.t% a.47" 2.94 DETERMINING THE VOTED DEBI SERVICE MILLAGE LEVY On November 6, 201 8, the City of Miomi Beoch voters opproved the issuonce of o $439 million G.O. Bond to lund o totol of 5Z copitol proiects cilywide, ronging from verlicol construclion, roodwork, pork conslructions ond renovotions, technology implemenlolion, renewols ond repoirs, ond underground infrostructure work. Fhe required FY 2020 Voted Debt Service milloge rote would provide for funding o[ the first tronche, totoling $ 153 million, of the $439 million G.O. Bond progrom through the ossessmenl, levy, ond collection o[ odvolorem tox on oll property within the City ond the lull foith, credit, ond toxing power o[ the City pledged to the poyment o[ the principol ond interest on the bonds issued os pod o[ the voteropproved G.O. Bond Progrom. For FY 2020, the lotol required debt service poyment is $ I L8 million, which requires the levy of o Voted Debt Service milloge rote o[ 0.2933 mills. The FY 2020 Vobd Debt Service milloge rote is 0.I 333 mills more lhon the Adopted FY 2019 Voted Debl Service milloge rote of 0.1600 due to the new G.O. Bond Progrom. The required $ I I .8 million poyment lor FY 2020 is comprised o[ remoining debt service required for 6e City's outstqnding 201 1 G.O. Bonds of $4.7 million, plus $7.1 million onributed to the new voleropproved G.O. Bond Progrom. It is importont to note thot the required FY 2020 Voled Debt Service milloge rote is refleclive of opproximotely $621 ,000 in onri.ipot"d d"J service sovings resulting from refunding of the City's 2003 G.O. Bonds during FY 2019 thot will be corried forword ond utilized to fund the required FY 2020 debt service poyment lor the City's oulstonding 201 1 ond 20]9G.O. bonds. -3,616,179 62,508.638 0.27.63,892,459 o.0t% 28.77" 40,o98 ,8C2,459 -34.487.171 98,379,630 o.5% 0.3?" o.3%Property Tox Revenue Projection 186,863,000 '182.389,000 526.000 s6o Cho June 2019 Prulhnln i:l,rI 38.888 5.993 32.891 II.Gj EUrlrirrf 38.191 5.798 32.393 10.6e6) (0. r e5) (o.sor ) t.2t I o.265 o.94633.84 r 40 099 6.258 .lonqry !, !Q!!E!,rr{!n rryqCll July l, f.vit d Chong:20la Ydur Io(FYilOrg (FYAI9 2Or8 Chs. roscy t, 2Ot9 vcaqr 0n b+nrl rrtt l, 2Ot9 Gffi *" *."et iu Yqlrrrr t0 1.8% 3.37" t.5% Juty 2Ol9 Ccrrificd FISCAL YEAR 2O2O PROPOSED WORK PLAN AND BUDGET MESSAGE IMPACT OF PROPOSED MIILAGE LEVY ON PROPERTY OWNERS !mesteoded Propeaies ln 1992, voters opprored on omendmenl to the Florido Constitution known os Amendment l0 or Sove Our Homes {SOH). SOH is on ossessmenl limitotion, or "cop", on increoses in the ossessed volue of o homesteqd residence. Those increoses ore limited to 3 percent or the percent chonge in the CPI lConsumer Price lndex), whichever is less. The "cop" goes into effect beginning the yeor oher o homesteod exemption is gronted. Bosed on property volues os o[.luly I , 201 9, the medion volue o[ homesteoded property in Miomi Beoch is $ I 95,522 while the overoge is $500,407. The impoct o[ the City's proposed FY 2020 totol combined milloge role of 6.0221 mills on the medion homesteoded property within the City would be on increose o[ $33 while the impoct to the overoge volue homesteoded proper]y within the City would be on increose of $ 106 os summorized in the toble below. o lmpoct on Non-Homesleoded Properties The onnuol increose in morkel volue of o non-homesteoded property is copped ot 10 percent {does not opply to school milloge rotes}. While the citywide overoge increose in property volues is 3.1 percent, $e property volue of individuol properties moy increose up io, but nol more lhon l0 percent (excluding the school milloge portion o[ the property tox bill). However, on individuol property owner moy see o higher thon l0 percent increose i[ there is o chonge in ownership of o copped property resulting in o reset o[ the cop. Another potentiol foctor, if opplicoble, would be the volue o[ new construclion which con contribule to o property volue increose of higher thon lO percent. OVERLAPPING JURISDICTIONAL OPERATING AND DEBT SERVICE MILLAGE RATES City of Miomi Beoch property owners must olso poy property toxes to Miomi-Dqde County, the Miomi-Dode County School Boord, the Children's Trusl, the South Florido Woler Monogement Districl, Okeechobee 8osin, Everglodes Project, ond the Florido lnlond Novigotionol District. These toxing outhorities represent 68.9 percenl o[ o Miomi Beoch property owner's tox bill. ] e,opo."d FY 2020 countywide tox rote for Miomi-Dode County remoined flot ot 4.6669 mills; the librory lox rote olso remoined fiot V0.2840 mills; ond the debt service milloge increosed by 0.0136 mills to 0.4780 mills. The lox rote for the Miomi-Dode School District increosed by 0.41 50 mills to 7. I 480 mills. The Children's Trusl tox rote increosed by 0.0265 mills to 0.4680 mills. As o whole, the milloge roles lor the South Florido Woter Monogement District, Okeechobee Bosin, Everglodes Project, ond Florido lnlond Novigolionol District decreosed by 0.0141 mills to 0.31l5 mills. lt Prcliminory T<rxoblc V<lllr"$ r94,25r s493,753 I195,522 s 500,/rc7 City of Miomi Beoch Operoting Voted Debl $ l,l l3 3l $ 2,82e 79 $ r, t20 $ 2,867 147 Totol Miomi Beoch $ t,t44 $ 2,eo8 S 1,177 $ 3,014 $ Chonge in Toxes Operoting Voted Debt $t 26 s38 68 Totol Miomi Beoch $3s $ 106 '*Source: Miomi-Dode County Property Approiser's - 2018 ond 2019- Preliminory AverogeMedion- HomesteodResidenlioLVolues f iles ltomctirdad Propcrtilr FY 20t9 a&n" Avuuge" ?t 2o,2ll }lcdon" AYcrugc" l FISCAL YEAR 2O2O PROPOSED WORK PLAN AND BUDGET MESSAGE With the proposed rotes for FY 2020, the Miomi Beoch portion of the tox bill is opproximolely 3l .1 percent of the tolol bill. Of note. the FY O O 2 rote thot is 1.6509 mills less thon ihe City's FY 2007 milloge. Furlher, the School Boord milloge is 0.9570 mills below lhe FY 2002 School Boord milloge of 8. 1050 mills. The significont difference in the totol overlopping milloge rote is o direct result of the City's continuing eflort to keep milloge rotes os low os possible. A summory o[ the lox rote chonges is provided in lhe following toble. Ciry of Miomi Beoch 0 0 0 0 o D 0 0 Operoting 7 .1920 30.8"/"5.6298 5.6298 11 .s622|'0.0000 29.17" Renewol & Replocement 0. I 820 o.8%0.0235 0.0235 10. r 585)0.ooo0 0.17" Poy-ArYou6o Copitol 0.0000 0.0755 o.o755 0.o255 0.0000 3 r .6"/"s.7288 5.7284 (r .64s2)o.ooooOpcroring Milloge 7.3740 0.2933 0.1 333 1 .57"Voted Debl Service 0.1600 l0.0os7) 32.r/"s.8888 6.0221 31,1"/"Subtorql Miomi Dode County Countywide 24.1%t.6669 4.6669 {0.e481 )0.0000 24.1% o.2810 (0.2020)Librory 'I .57" 't.2%0.464A 0.n780 0. I 930 0.0r 36Debl Service 27.4"/"s.4249 o.or 36subtotql6.3860 5.4 t 53 (o.9s7r )28,O"/" School Boord 8. r oso 34,8/"6.7330 7.1480 (o.9s7o)o.4t 50 36,y/" 0.4680Children's Trust o.4220 I 8'l"0.44 t5 0.0460 0.0265 2.4"h 0.3 256Othero.7360 0.424s)(0.0rdr)1,6"k Totql 23,3220 l oo.o"/"r 8.8042 (3.943s)o.s743 r 00,0% %d FYN7 Iold Vcioncc from FY 20t92or2{, FYN7 FY 20t9 l2 o OVINIAPHM}TAX ,TIIIAGC FY Vcbrp from 7t N7 %d FY 21ix, Iold o.o7" o.2990 7.6730 (r.6so9l o. r 333 5.6 r 50 0.4860 o.2840 0.0000 0.2850 0.3 I l5 r 9.3785 o.1"i" 29.6"/" FISCAL YEAR 2O2O PROPOSED WORK PLAN AND BUDGET MESSAGE IMPACT OF COMBINED TAX RATES OF OVERLAPPING JURISDICTIONS ON HOMESTEADED PROPERTIES G a,n, o[ Miomi Beoch's preliminory 20 l9 medion ond overoge homesteoded residentiol toxoble volues ore $ ] 95,522 ond $5OO,4OZ respectively. Applying the tolol combined milloge rotes proposed for FY 2020 to the medion ond overoge toxoble volues results in o property lox increose o[ opproximotely $ ] 35 for the medion ond $41 3 for the overoge homesteoded residentiol tox bill in the City ol Miomi Beoch. Medion properties would poy opproximotely $3,788 for oll toxing iurisdictions combined, while the property toxes generoted for overoge homesteoded residentiol properties would be opproximotely $9,698 per homesteoded property. Of these toxing iurisdictions, the highesl component is the Miomi'Dode School Boord ot $1,398 for o medion volued homesteoded property ond $3,577 lor on overoge volued homesteoded property. The following toble provides exomples of chonges in fhe property loxes levied for homesteoded properties using the lox rotes proposed for FY 2020. o o As with the City of Miomi Beoch milloge roles, impocts o[ the combined iurisdictionol milloge rotes for non-homesteoded properties ore bosed on the individuol property volues. Prcliminory foxoblc Ycluc"t94,251 493,753 t95,522 $ 500,4o7 $ t,t t3 3l $ l,l20 57 { 2,867 147 S 2,908 S 1,177 S 3,ot4 City of Miomi Beoch Operoting Voted Debl Totcl iliomi Bcoch Miomi Dode County Schools Other r,052 r,308 149 2,674 3,324 379 t,061 1,398 152 2,7t7 3,577 390 Totol Combincd $ 3,6s3 s e,2E5 $ 3,7EE $ e,6e8 $38 Totol Miomi Bcoch 1l $33 68 43 s 106 Chonoe in Toxes City of Miomi Beoch Operoting Voted Debt Miomi Dode County Schools Ofier J7 26 9 90 3 Torol Combincd $ r35 s 4r3 **Source: Miomi0ode Counly Property Approiser's - 2018 ond 20,l9- Preliminory Averoge-lrAedion Homesleod{esidentiol-Volues f iles tnrpoct on ]lomc*codrd Piop-li.r FY 20t9 ldontt Aurugo" fl 20,2{0 cdan" Arrrugot' t3 s J 2,82e 79 s r,t44 253 FISCAL YEAR 2O2O PROPOSED WORK PIAN AND BUDGET MESSAGE HISTORICAI PERSPECTIVE o o D o D 9.21 00 7.4990FY 1998 I 6.46 $ 6.40 $ s7.a5 FY t999 1 6.e7 I 6.87 8.9830 7.4990 J 60.37 $ 4a.66 FY 2000 t 7.66 { 7.s4 8.6980 7.4990 $ 64.2e $ 47.36 $ 8.37 I 8.22 8.5550 /.3990 $ 69.08 $ 49.75FY 200 t FY 2002 $ e.4o d e.22 8.3760 7.2990 $ 75.97 $ 54.32 8.3220FY 2003 $ l o.s6 $ r0.4r 7.2990 $ 84.81 $ 6l .os n 200a $ r 2.09 $ r r.8s 8. tz30 7.2990 $ 95.39 $ 68. lz ry 2005 $ 14.04 $ 13.86 8. t 230 7.4250 $ ll0.z4 $ 2e.38 $ l7. ls 8.0230 7.481OFY 2006 $ il r.69 FY 2007 I 22.74 J 22.26 7.6730 7.37AO $ t68.38 $ t40.3l FY 2008 $ 26.85 $ 26.1a 5.8970 5.6555 $ r50.42 $ t 2s.33 FY 2009 $ 26.e0 $ 25.8e 5.8930 5.6555 $ 150.59 $ l2s,e4 FY 201 0 t 24.70 J 23.2a 5.9123 5.6555 3 r 38.70 $ rr5.73 FY 201 I $ 22.10 I 2o.e7 6.5025 $ 136.55 $ ll2.t4 FY 201,2 $ 2l .98 $ 2o.7s 6.4539 6. 1655 $ 134.75 $ r r r.29 FY 201 3 $ zs.ot { 22.02 6.3a77 6.0909 $ r39. r0 $ I r4.32 FY 201,A $ 2a.66 { 23.64 t 143.26 $ I17.41 $ 27.\o I 26.27 6.0237 5.79a2 $ ls5.l0 $ 127.76FY 2015 FY 20r6 $ 30.70 I 2e.e2 5.9t23 5.7092 i 172.a2 $ 143. l6 5.7092n 2017 $ 34.70 I 33.ee $ l9a.l I FY 201 8 I 37.39 $ 36.63 5.8888 5.7224 $ 209.21 , r7s.36 FY 201 9 $ 38.88 $ 38.19 s.8888 5.7288 $ 217.st $ r82.r6 FY 2020 $ ao.to 6.0221 5.7288 $ 229.41 i r 87.39 *Doto not woiloble unlil nexl colendor yeor frtdl fcvi..d Iaroble Yslrrcr (bflflqul fruLcrry|h rrrifcrd Grned hrnd Lad fin*rfngll R*il'c, T*l lcr Copild7.lr, Icr:ud & Lr*dni Ld. fDGtr FsrGol Itillcge Rcrer Tordle Ecpcdy Ydrrcr (bflirnrl TftI Gcn$irrcd C.ilFri& f$Lsr GGn rd FrrJNDA opc"ElnE ttillogE Iqrobll VduG. Ch€rr )4 o It is importont lo note lhot in prior yeors, fie City of Miomi Beoch significonlly reduced tox roles os properly volues increosed. Between FY 2000 ond FY 2010, property tox rotes declined opproximotely 2.7857 nills.ln FY 2008 olone, the property tox role declined by opproximotely I.7760 mills wilh onnr-rol sovings to the overoge homesleoded property of over $400. ln oddition, in FY 2006 ond lY 2007, the City funded $200 ond $300 homeowner dividends poid to homesteoded property owne.s in the City. The City's totol combined milloge rotes for FY 2O17 , FY 2O18, ond FY 20 I 9 were lhe lowest il hos been in the City's recenl hislory. $ 46.78 d 17.a5 $ r3s.9r 6.2 155 6.1163 5.8634 5 8888 $ 160.78 FISCAL YEAR 2O2O PROPOSED WORK PIAN AND BUDGET MESSAGE o Totql Combined Milloge Rotes Todoy's Generol Fund operoting budget olso reflecls greoler diversificotion of revenues since FY 2007. The proposed FY 2020 Generol Fund operoting budget includes $36.8 million in resort loxes to fund tourismcligible expenditures (on increose of $921 ,OO0 from FY 2019), o $4.4 million tronsfer lrom the City Cen,er RDA in occordonce with the 4th Amendment to the lnterlocol Agreement between Miomi.Dode County ond the Ciry {on increose o[ $ 14,000 hom tY 20191, ond o $ L2 million tronsfer o[ Porking Operotions Fund yeor+nd surplus {some os FY 201 9). ln lorge porl, due to these olternolive sources, property tox revenues represenl 53.6 percenl o{ the iotol funding for the proposed FY 2020 Generol Fund budget, os compored to59.lpercent inF\ 2OO7, which represents o significont reduction overthe lost thirteen yeors. Despite the proposed FY 2020 Generol Fund operoting budget increosing from $237 .7 nillion in FY 2007 to $350.0 million for FY 2020, which is on increose of $l12.4 million, or 47.3 percent, over the lost thirteen yeors, the property tox levy hos only increosed by $47.1 million, or 33.6 percenl, over the some period. o (! d. oo s = 10 0000 9.0000 8.0000 7 0000 6.0000 5.0000 4.0000 3.0000 2 0000 1.0000 0 0000 I T d.%"$,t*,$,t,{d,$"t$,$'!"*'{T{{"t,s{," o t5 Property Volues ond Tox Levy FISCAT YEAR 2O2O PROPOSED WORK PLAN AND BUDGET MESSAGE o 340 320 300 2U 2ffi 24 2n 2N 180 160 140 1n 100 80 60 40 20 40 o o = E oJ GFto ll Eo(,, ! o .Da 0) ot, @=o3 30 25 20 1 5 01 5 F/ FY FY FY FY 2007 2008 2009 2010 2011 FY FY FY FY FY FY FY FY FY 2012 2013 2014 2015 2016 n',t7 2018 ?!19 nn r Property Values Tax Levy in cluding Debt STATUTORY REAUIREMENTS Florido Stotute 200.065, entitled "Method of tixing Milloge," estoblishes specilic guidelines thot mr-rst be used by oll locol government entities in setting milloge (property tox) roles. Under the Florido Stotute, the City is required, wilhin 35 doys of receipt o[ the "Certificotion of Toxoble Volue" {received July l, 2019), to odvise the Miomi-Dode County Property Approiser of the proposed tolol generol operoting milloge rote, the colculoted "rolled-bock" rote ond the dote, time, ond ploce of the first public heoring lo consider the proposed milloge rotes ond budgets lor FY 2O2O. The required Voted Debt Service milloge rote musl olso be sel ol the some fime os the iotol generol operoting milloge rote. Aher sehing the proposed FY 2020 milloge rote, the Moyor ond Ciry Commission moy, ol ony time prior to the finol odoption, lower the roles by odjusting priorities. However, increosing lhe milloge role moy only be occomplished by on expensive moiling ond odvertising process lo every property owner on Miomi Beoch. The City's proposed operoting milloge rote os well os lhot of other toxing outhorities will be included in the Truth-in-Milloge (TRIM) stotement sent to eoch property owner in the City. MAXIMUM MILTAGE DETERMINATION As presented ol the Moy 21 , 2Ol9 Commission Budget Workshop ond Finonce ond Citpvide Projects Committee (FCWPC) Budget Briefings, the FY 2020 totol generol operoting milloge role is proposed ol 5.7288 mills, which reflecls no chonge from lhe prior yeor FY 2019 odopted totol generol operoting milloge rote. Bosed on the July i, 2019 Certificotion of Toxoble Volue received hom the Miomi-Dode County Property Approiser, the levy of 5.7288 mills would generote opproximotely $ 1 87.4 million in Generol Fund property lox revenues, which is on increose of $5.2 million over FY 20I 9 budgeted properfy tox revenues Citywide (net of the City Center RDA). o t6 o FISCAL YEAR 2O2O PROPOSED WORK PIAN AND BUDGET MESSAGE O 39,796,383,821 302,508,638 Property Assessmenl Existing Volues New Conskuction 38,701,545,1e5 I86, t 15,906 Totol Citywide 38,882,661 , I 0l 40,098,892,459 City Center RDA Citywide Totol - Net of City Center RDA (5,993.199,959) 32,894,461,142 Property Tox Revenue Proiection I 82,1 68,000 182,389,000 5,221,O@ProTqx Revenue P ection Vcrrionce July 2OlE Ccrrificd Further, pursuont to Slote Stotute, the City moy elect to opprove milloge rotes obove the "rolled-bock" rote up lo the constitutionol cop of l0 mills, subjecl to the following votes by the Commission or referendum: Option l: A moiority opprovol of the Moyor ond City Commission is required to opprove o milloge up to 6.1727 mills (equivolent to o 3.39 percenl increose in Property Tox revenues). The 1.0339 increose is the Slole per copito personol income goin for the prior colendor yeor. Option ll: A twothirds opprovol {5 of Z votes} of the Moyor ond City Commission is required lo opprove o milloge up to 6.7900 mills {equivolenl lo o 10 percent increose in Property Tox revenues obove Option l). Opiion lll: A unonimous opprovol of $e Commission or referendum is required lo opprove o milloge obove 6.2900 mills o CAPITAL BUDGET The Proposed Copitol Budgel for FY 2020 totols $88.2 million ond will be opproprioted on October 1,2019. Proiects will oddress mony needs in different oreos of the City including: neighborhood enhoncements such os, londscoping, reforestotion, tronsportotion enhoncements; bridge restorotion; woler, sewer, ond droinoge system improvements; pork construction, renovotion ond upgrodes; porking lot ond goroge renovotion, conskuction/renovotion of public focilities; ond vehicle replocemeni. For o detoiled lisllng of oll copilol proiects ond odditionol informolion, pleose reler to Copilol ond Debt Section in the Proposed FY 2020 Budoet document. o t7 July 2019 Ccrriftcd t6,2s8,372,786l, 33,840,519,673 Adoption of the totol generol operoting milloge rote of 5.2288 mills proposed for FY 2020 would. lhere{ore. require o moiority opprovol (4 o[ 7 votes] by the Moyor ond City Commission per lhe Stole of Florido's Truth-in-Milloge [TRlMl reouirements. The City's onnuol Copitol Budgel contoins copitol proiect commitments opproprioted lor Fiscol Yeor 2020. Preporolion of the Copitol Budget occurred simulloneously with the development o[ the FY 2020 - FY 2024 Copitol lmprovemenl Plon ond FY 2020 Operoting Budget. FISCAL YEAR 2O2O PROPOSED WORK PIAN AND BUDGET MESSAGE On November 6, 20 I 8, lhe cilizens of the City of Miomi Beoch voted in fovor of issuing $439 million in generol obligotion bonds ("G.O Bonds") to lmprove the City's police, [ire, ond public sofety focilities, in oddition to equipment, technology, ond lightlng lo improve security throughoul the City lmprove lhe City's neighborhoods ond infroslructure, including stormwoter ond flooding mitigotion proiects, sidewolk ond skeet renovotion ond repoirs, protected bicycle lones, pedestrion poths, londscoping, ond lighling At the Morch 4,2019 G.O. Bond workshop, the City Commission reviewed the proposed G.O. Bond lmplemenlolion Plon, which outlines the sequencing of the 57 opproved projects. At the Morch 13, 2019 Commission Meeting, the City Commission opproved the G.O. Bond execution plon for the first konche ond outhorized the issuonce of Generol Obligotion Bonds, Series 2019, for the funding of fiese proiects. The fourth omendmenl lo the FY 201 9 Copitol Budget, which wos opproved ot this meeting, ollowed for the expedited [unding o[ seven of these opproved [irst tronche proiects in the omount of $ I 9,760,000. At the April 10, 2019 Commission Meeting, the City Commission opproved the funding of the remoining $ I 3l ,329,000 of tronche I projecls, lor o totol o[ $ l5 ] , I 39,000, os summorized below ond deloiled in oflochmenl A. 19 Porks projects lotoling $86,733,000 1 I Public Sofety proiect5 lotoling $36,406,000 8 Neighborhood,/lnlroskucture proiects lotoling $28,000,000 ln on eflort to increose konsporency ond to provide detoiled informotion on the G.O. Bond progrom, the City recently lounched o robust o ,(Dwebsite which provides o weolth of informotion on the stotus of eoch proiect, including on inieroctive doshboord lhot provides reol-ti informolion ol users' fingerlips. For more informotion, go lo httos:, ./$'ww gombrn lg.. s "t-' . ENTERPRISE FUNDS Enterprise Funds ore comprised o[ Sonitotion, Woter ond Sewer, Storm Woter, Porking, ond Convention Cenler Deporlments. Ihe FY 2O2O Enterprise Funds Budget is $229.3 million. This represents on increose of $19.3 million, or 9.27o, over the FY 20 I 9 budget of $210.0 million, primorily due to lhe following: Woter reflects on overoll increose of $2.4 mlllion, or 6.8%, primorily due b o proiecled $l.6 million increose in operoting revenues ond o $l.2 million reduction in operoting expenditures (which resulted from o $2.6 million credit from the Miomi Dode County bosed on FY 2018 expenses offset by other increoses in operoting expenditures). The net effect resulted in o $2.8 million increose in the budgeted trons{er to fund bolonce. The budget olso includes o onetime enhoncemenl of $750,000 for Neighborhood lmprovement Design Pockoges, which will be necessory lo expedite work once the Jocob's Engineering study is completed. Sewer reflects on overoll increose of $ LZ million, or 3.4%, primorily due to o proiected $986,000 increose in operoling revenues, in oddition to o $28 I ,000 reduction in operoting expenditures, which resuhed in o $ I .3 million increose in lhe budgeled tronsfer to fund bolonce. The budget olso includes o onetime enhoncement of $750,000 for Neighborhood lmprovement Design Pockoges, which will be necessory to expedite work once the Jocob's Engineering study is completed. Storm Woter reflects on overoll increose of $2.6 million, or 8.97o, primorily due lo o onetime enhoncement of $1.5 million for Neighborhood lmprovement Design Pockoges, which will be necessory to expedite work once the locob's Engineering study is completed; o $824,000 increqse in odministrolive fees to the Generol Fund bosed on lhe FY 20 ] 8 updoted cost ollocotion study; on enhoncement o[ $364,000 for one odditionol [ull-time Assistont Pumping Mechonic ond two odditionol full-time Electricion positions to keep up with the moinlenonce demonds of lhe City's Storm Woter progrom; ond o $249,000 increose in copilo lexpenditures. O t8 lmprove the City's porks, recreotionol ond culturol focilities, inclusive of ploygrounds, boywolks, beochwolks, woterwoys, londscoping, equipment, lighting, security, ond porking reloted to such focilities FISCAL YEAR 2O2O PROPOSED WORK PLAN AND BUDGET MESSAGE Porking reflects on overoll increose of $ 1 .9 million, or 3.67o, primorily due to o proiected $2.3 million increose in operoting revenues ond o $l.4 million reduction in odministrotive fees to the Generol Fund bosed on the FY 20l8 updoted cost ollocotion study, offset by o $l.l million increose in operoting expenditures, which resuhed in o $2.7 million increose in the budgeted tronsfer to fund bolonce. During the budget process, the FCWPC occepted the Administrolion's recommendotion to ollow lor the City Monoger to opprove o temporory porking rote increose o[ 1007o during certoin high impocl events ond o $30 olternotive flol rote in lhe goroges. The potentiol revenue resulting from lhis enhoncement is not being included in the FY 2020 budgel. Convention Cenler reflects on overoll increose o[ $ I 0.6 million, or 55.0%, due to the onlicipoted full re-opening o{ the newly reimogined Convenlion Cenler, which encomposses 1.4 million sqt.rore feel ond includes o new 60,000 squore-foot Grond Bollroom, 84 meeting rooms, ond o 20,000 squorefoot speciolty gloss roohop Sunset Bollroom, olong with new indoor ond outdoor spoces. The budget includes o $ I .7 million increose in conkoctor cosb for Specko, which monoges ond operotes the Convention Cenler's focilities. lt olso includes $6.2 million in expendilures reloted to Centerplote, which monoges ond operoles the Convenlion Center's Food ond Beveroge services. The ogreement with Centerplote wos recently reskuctr-rred to provide for the City lo receive 95% of the net operoting profits o[ the colering ond food ond beveroge operolions o[ the Convention Center lofter poyment of oll operoling expenses). Prior lo the new ogreemenl, these expenditures were not reflected in the Fund's budgel. This budget olso includes o $994,000 increose in operoting costs lo cover lhe cost of lhe mointoining Pride Pork {formerly known os the P-Lol Pork}, which is o porl of the Convention Center compus. Proposed 5qnitqtion Fund Adiustments During losl yeor's budgel process, $e Administrolion presenled to lhe Commission o series of potentiol rote increoses {residentiol fee odiuslment, recycling fee poss{hrough ond o fronchise fee increose on monthly gross receipts) to oddress the exisiing $855,000 skuclurol imbolonce in the Sonitotion Fund. The City Commission requested thot the Administrotion perform o Zero'Bosed Budgel {ZBB) exercise for the Sonitotion Division to identify multiple expenditure ond revenue options to close the imbolonce. Zerobosed budgeting is o budgeting process thot osks monogers to boild o budget from the ground up, storting ol zero. The Adminiskotion firsl slorled wrth defrning lhe Sonitotion Division through the progrom budgel os follows: Whol do we do? Who do we do il for? Where | *e do it? Aher the core progroms hove been identified, the determinolion of rhe costs which includes full rime equivolent {FTE) ond level Jrcrri." (LoS). Revenues were motched with their corresponding expenditures producing the ZBB document. At the July 26,2019 Budget Briefing, the Administrotion presented Sonilotion's ZBB to the FCWPC. ln order to reduce the shortfoll, the Administrotion proposed o combinotion of Sonitolion expenditure reduclions ond rob increoses. The Committee opproved the following odiustments: Recommended Expenditure Reduction/Efficiencies Reduction in Litter/Debris Removol Crew - $ I 38.000 This reduction is being recommended to reduce the Sonitotion deportment's litter/debris removol crew by one full-time position without negotively impocling services. The tosks thot ore performed by these two positions will be dishibuted omong the remoining stoff lo minimize the impoct on the Division's oPerolions. I This reduction is being recommended os port of the Alternote Side Porking pilot initiotive which commenced in July 201 9, in which designoted blocks within the city will be voconl o[ vehicle during short periods o[ lime on specific doys of the week, thus enobling sweeper trucks to completely occess to curbs ond gutters during cleoning. lf this progrom proves to be successful, the impoct of o citywide implementotion would result in odditionol soving of opproximotely $228,000. This will be explored further during FY 2020. Reduction in Doqqie Boq Crew - $43.000 Jhere ore dedicoted crews thot ore responsible for. refilling doggie bog dispensers citywide. This reduction will decreose the doggie bog lrn fr on" position, potentiolly resuliing in dispensers buing Jill.d less kequently. o t9 FISCAL YEAR 2O2O PROPOSED WORK PLAN AND BUDGET MESSAGE The following two reduclions were explored during the budget process bul ore nol recommended ol this time lhese oplions further during FY 2020. The Adminiskolion will pursue oResidentiol Bockyord Service The City hos controcbd with residenliol lrosh service providers to provide for three kucks lo se.vice the singlefomily homes with bockyord service twice per week throughout the Ciry. TheCityof Corol Gobles ond theVilloge of Key Biscoyne provide o similor LOS. ln comporison, the City of Corol Gobles chorges on onnuol fee o[ $750 ond lhe Villoge of Key Biscoyne chorges $645 os compored to the City o[ Miomi Beoch o current onnuol fee of $543.96. While this is lower, other neorby residenfs without such o prernier service, poy less in onnuol fees os noted in the chort below: o With the potentiol sovings o[ l5 to 20 percent, it is worth exploring potenliol odiustments to lhis progrom, such os chorging seporotely for lhis service on request. Big Belly solor trosh compoctors hove been instolled on Woshington Avenue, ond following o pilot progrom, the revised ogreement wosexecutedin20lT. This progrom is estimoted to cost the City opproximotely $23i,000. The controct's initiol lerm will expire in Februory 2021 . Should the Cify terminote the ogreement for convenience prior to the completion o[ the current term, the remoining monthly service fee for fhe enlire lerm wor-'ld need to be poid in oddition lo o removol fee not lo exceed $500 per stotion. Therefore, ony terminotion of the progrom prior to the end of the term will not necessorily become o reduciion of the yeor in which it is terminoled. There ore odditionol expenses such os repoirs, insuronce, ond toxes thot ore incurred yeorly thot would be eliminoted with the lerminolion o[ the ogreement. Recommended Revenue Enhqncemenls lnereosinq Fronchise Fees - $83,000 The City Commission odopted Ordinonce No.90-2742 providing for Non-Exclusive Woste Controclor Fronchise Agreements on October 1 , 2003 . Chopter 90 of the Miom i Beoch C ity Code, Section 9O2 2 I provides lor reg ulotions, lees ond procedures, ond spec ilies thot the Ciry hos lhe oplion of roising the lronchise fee once yeorly, soid roises not to exceed two percent l2%]. The losr increose to the fronchise fees per Resolulion 2007 -26658 increosed the fronch ise fee from 1 6% lo 18"/., effective October I , 2007. Any fee increoses lhol offect solid woste fronchisees thot provide service to commerciol occounls ond multi-fomily units get possed th,orgf to lhe end user vio individuol conkoct increoses by the houler. lncreosing the fronchise lee lrom eighteen {) 8?d percenr ro uenty {20ozol- percent will generote odditionol revenue in the Sonitotion Budget of opproximotely $83,000 lor FY 2020. MUNICIPALITIES ANNUAL FEE POINT OF SERVICE Mramr Oade County s464 Curbsde Bal Harbour s457 20 Curbsrde North Mramr Beach s450 Curbsde Cfty of Momr s380 Curbsrde Hraleah s360 North Mnmr s357 Curbsde 8ay Harbor lsland s273 60 Curbsde ?0 Coral Gables s750 Backyard Vflae Kev Brscavne w5 Backvard lliami Boach 3543.96 Backyard Curbsrde FISCAL YEAR 2O2O PROPOSED WORK PIAN AND BUDGET MESSAGE Muliiple municipolities were conlocbd regording their fronchise fee rotes. The municipolities thol responded ore listed below. This increose keeps the Ciry of Miomi Beoch fees ol or below other municipolilies os shown in the comporison lee chort provided: O M uricipalities Hraleah Coral Gables lJo rth l,lram r lJo rth l.lram r Beach Miani Beach Perce ntage 25o o 22a o 20oo 20o o 207" (Proposed) lncreosinq the Roll O{f Fee - $21 .000 The City Commission odopted Ordinonce No. 2008-3616 on September I 7, 2008 omending $e on-street ond off,street permit fee for roll- off wosle conloiners serviced by licensed conlroctors from l6% to I 8% of the licensee's totol monthly gross receipts. Currently, the rolloff conlroclor's monthly gross receipls ore opproximotely $515,740. This equotes to $92,833 per month thot the City is collecting on their monthly gross receipts. Hisloricolly, lhe on-sireel ond off-skeet permit fees for rolloff woste contoiners hos been the some fee os the lronchise fee chorged to solid woste conkoclors. The lee increose will offect solid woste licensees thot provide rolloff service lo commerciol ond residentiol occounts. This lee hos not been increosed in 10 yeors. The odditionol revenue collecled would be opproximotely $21 ,000. Aher incorporoling the recommended expenditure reductions/efficiencies ond revenue enhoncemenls menlioned obove, the proposed FY 2020 Sonitofion budget reflects on overoll increose o{ $28,000, or 0. I %. lf the Committee's recommendotions ore opproved by the Cib, jommission. the FY 2020 Sonilolion Fund will need to use $ L6 million in ovoiloble fund bolonce to bolonce the FY 2020 budger. Of rhis !ounr, $478,000 is the remoining operoting srructurol imbolonce. 3.00 2.00 2.OO 1.00 0.00 0.00 8.OO o Efficiency of Reduction in Litter,/Debris Removol Crew Eliminotion of Sonitolion-Funded Full-Time Code Complionce Positions (l Vocont & I Filled) Efficiency of Alternote Side Porking Pilot Progrom Reduction in Doggie Bog Crew lncreosing Fronchise Fees lncreosing the Roll Off Fee Totsl 138,000 I 13,000 92,000 43,000 83.000 2 t ,000 s490,OOO Full-fime Positions 2l JY 2O2O Boloncing Strotegies $ Yeor I FISCAL YEAR 2O2O PROPOSED WORK PLAN AND BUDGET MESSAGE USE OF SANITATION REVENUES FOR RECURRING EXPENDITURES As previously noted, the City's policy regording use of onetime revenues stotes thol "the City of Miomi Beoch will use one-time, non-.ecurring revenue [or copilol expenditures or onclime expenditt,res ond not subsidize recurring personnel, operotions, ond moinlenonce cosl." The Sonitotion Fund requires the use of fund bolonce for recurring FY 2020 operoting expenditures. As o result, it is recommended thot the Moyor ond City Commission woive this polic, os odopted by Resolulion No. 200626341 , providing for the one.time use o[ fund bolonce for the FY 2020 Sonitotion Fund. During lhe upcoming liscol yeor, the Adminiskolion will continue lo explore ond recommend further octions 10 ensure ihol the Fund will move loword being skuctr-rrolly bolonced. INTERNAL SERVICE FUNDS lnternol Service Funds ore comprised o[ Centrol Services, Fleet Monogement, lnformotion Technology, Risk Monogement, Medicol ond Dentol, ond Property Monogement. The FY 2020 budgets for lnternol Service Funds is $98.9 million, which is on increose of $2.6 million, or 2.77", over the FY 2019 budget. A mojor driver of the FY 2020 budget increose is the $ L4 million increose in the Fleet Monogement budget. As noted ot the Moy 2 1 st Budget Workshop, due lo fiscol constroints, the City hos deloyed some vehicle ond equipment replocements ond funded purchoses wilh equipment loons versus cosh. ln order to oddress this concern, the FY 2020 budget includes o $1.0 million increose in vehicle ond equipment expenditures to be coshJunded using funds mode ovoiloble vio the fourth RDA omendment. The lnternol Service Funds' increose olso resuhed from o $ l 3 million increose in the Property Monogement Fund budget due to o $66I ,000 o oincreose in vehicle replocements, o $217,000 increqse in conkoct moinlenqnce costs, ond o $435,000 increose in other operoli expenditures. lnternol Service costs ore completely ollocoted to lhe Generol Fund ond Enterprise Fund deporlments, os well os Speciol Revenue Funds. The Risk Monogement Fund, however, reimburses the Generol Fund for the cosl of legol services provided. RESORT TAX FUND At the Moy 2I , 2019 Commission Budget Workshop, the Moyor ond City Commission were briefed regording the Preliminory FY 2020 Resort Tox budget. AttheJuly 19,2019 FCWPC meeting, the Adminiskotion discussed the Resort Tox budgetin fu*her detoil. Bosed onoctuol colleclions oso[ April 201 9, the projected Resort Tox surplus for FY 2020 wos $750,000 ossuming o 1 % increose over prior yeor colleclions lhru September 2019 ond o 2% increose in colleclions over FY 2019 yeor<nd proiections. As o resuh of the preliminory $750,000 surplus proiected lor FY 202Q, the Adminiskotion recommended o combinotion o[ expenditure refinements ond enhoncements, which if opproved by the Committee, would hove resulted in o bolonced budget. o FISCAL YEAR 2O2O PROPOSED WORK PLAN AND BUDGET MESSAGE o o Preliminory Surplus Recommended Expenditure Enhoncements Expenditure Refinements Recommended "On+Time" Expenditure Enhoncements Use of Prior Yeor Fund Bolonce for "OneTime" Enhqncements Net OneTime Exoenditure Enhoncements: $42.000 . Enhonced Service Shopper Progrom: $21 ,000. Film, Television ond Photogrophy Strotegic Plon: $21 ,000 Revenue Refinements: $ 152.000 . lncreose in projected 2% Resort Tox collections bosed on ociuols os ofJune 2019: $152,000 Expenditure Re[inements: l$62 000) . Finolizolion of lnternol Service Allocotions: l$32,000). Finolizotion of Heolth lnsuronce Costs: $9,000o lncreose in Operoting Contingency: {$39,000) $ z5o,ooo (5s2,000) (r 98,000) (r ,900,000) r,900,000 $o The Committee occepled the Adminishotion's recommendotions os noted obove Adiustments Subsequent lo Budget Briefings Over he summer recess, the Administrotion further refined the FY 2020 Proposed budgei bosed on recommendotions from the Budget Briefings, updoted FY 2019 third quorter proieclions, ond refinements lo recommended enhoncements. These odjusfments resulted in the chonges below. lncreose in Sponsorship for Miomi Beoch Pride Feslivol: ($90,000) o Prcliminory Surplus Revenue Ref inements Recommended Expenditure Enhoncements Expenditure Ref inements Recommended "OneTime" Expenditure Enhoncements Use of Prior Yeor Fund Bolonce for "One-Time" Enhoncemenls Net $ 750,OOO 152,000 i642,000]l (260,000) 11,942,OOOI \,942,000 $o $ 23 F( 2O2O Bohncing Sftotegies $ FY 2O2O Boloncing Strotegies FISCAT YEAR 2O2O PROPOSED WORK PLAN AND BUDGET MESSAGE PROPOSED FY 2O2O RESORT TAX FUND BUDGET Bosed on the direction given ot the vorious Budget Briefings during the summer, ond the budgel odjuslments mode over the summer reces lhe Adminiskolion proposes the FY 2020 Resort Tox Fr-'nd budget os noted below, which, if opproved, will result in o bolonced budget. Recommended Resorl Tox Enhoncemenls - Attochment C ($642,000) Attochment C includes o listing of oll proposed FY 2020 enhoncemenls requested by deportments during the budget process, which includes detoiled descriptions ond fiose recommended by the Adminiskotion. For lY 2020, the Administrotion is recommending the [ollowing recurring enhoncements for the Resort Tox Fund: Recommended "One-Time" Resort fox Enhoncements - Attochment C ($ I ,942,0@) ln oddition, the following Resort Tox ilems, which ore recommended for lunding in tY 2020, ore one-time expenditures, ond os such, con be funded utilizing lund bolonce pursuonl to Resolution No. 200626341: os. o O Reven ues Expenditures Surplus / (cop) 93,627000 93,627,0O0 $o Seprember I l, 2Ol9 Proposed Budget Tourism Off-Duty Police Services ffOPS) Progrom Additionol Enhonced Holidoy Lighting Contribution to the Miomi Design Preservotion Leogue (MDPL) for Art Deco Weekend Additionol Culturol Arts Progromming lncreose in Sponsorship for Miomi Beoch Pride Festivol Bi-Annuol Pointing of Lifeguord Towers Miomi Beoch Pride Ferris Wheel Totol 151,000 140,000 100,000 100,000 90,000 36,000 25,000 5 &2,ooo $ Yeor I 2A $ F'( 2O2O Expenditure Enhoncemenls o Police Services-Super Bowl 2020 City Services - Super Bowl 2020 Oronge Bowl Sponsorship Enhonced Service Shopper Progrom Film, Television ond Photogrophy Strotegic Plon Totol 1,500,000 250,000 150,000 2 t ,000 2l ,000 31,942,OOO The FY 2020 Resort Tox budgel is $93.6 million, which is on increose of $4.2 milllon, or 4.77", hon the odopted FY 2019 budget. This increose includes o proiected increose in Resorl Tox revenues bosed on the following ossumplions: octuol colleclions thru June 2019, with o one percent increose over FY 201 8 octuols from July 2019 through September 2019 ond o two percent increose over totol proiected FY 2019 collections. The Adminiskotion will continue lo monitor these revenues over the upcoming monlhs. The FY 2020 Resort Tox budget includes: $36,757,000 provided to fie Generol Fund. This reflects on increose of $921,000, or 2.67o, over the FY 2019 contribution of $35,836,000 provided to the Generol Fund to support continuing tourism eligible expenditures such os Code enforcement, cleonliness, the Pork Ronger progrom, homelessness ot Lummus Pork, increosed support [or the Miomi Beoch Botonicol Gordens ond the City's culturol focilities, public sofety progroms such os Oceon Rescue, Police services on Lincoln Rood, Oceon Drive,/ Lummus Pork, Collins Avenue, Woshington Avenue, AW officers, Boordwolk security, speciol troffic enforcement ond stoffing during high impoct periods. Funding olso supports Code Complionce enforcemenl in the entertoinment oreos, o portion o[ the operotionol costs o[ the Deportmenl o[ Tourism ond Culturol Development ond Economic Development Deporlment, ond o porlion o[ the monogement ogreemenls for operoiions of the Boss Museum, Colony Theoke, ond Byron Corlyle Theotre. $7,127,OO0 lo the Greoter Miomi Convention ond Visitors Bureou (GMCVB) bosed on o new performonce-bosed controct executed Jonuory 2016. $4,953,000 lor enhoncing City services, inclusive o[ Goodwill Ambossodors during High lmpoct periods such os Memoriol Doy, July 4th, Spring Breok, ond A* Bosel. This includes o one.lime enhoncement of $ I ,500,000 over FY 201 9 funding lor odditionol Police services ond resources onticipoled to be needed during Super Bowl 2020. $2.940,000 contribution to the Miqmi Beoch Visitor ond Convention Authority (VCA) bosed on the legisloted funding formulo $2,539,000 provided lo the Sonitotion Fund. This represenls o $727,OOO increose over FY 2019 contribution for cleoning services provided throughout the enlertoinment oreos. As noted ol the Commission Workshop ond Budget Briefings, the Resort Tox Fund is unoble lo fully fund the $3.7 million of services provided by the Sonitolion Fund. This increose is the next step o[ the Adminiskotion's long-term obiective of fully funding services provided by the Sonitotion Fund. $ I .000,000 (yeor six of o fiheen-yeor onnuol gront) contribution to Mount Sinoi Medicol Center to fund the design ond construciion o[ o new emergency room focility. o $675,000 for enhonced holidoy decorotions throughout the City's tourism oreos. This includes on enhoncement o[ $ 140,000 over FY 2019 funding to expond holidoy lighting throughout lhe City's tou.ism oreos, os furfier detoiled in the July l, 2019 Letter to Commission (LTC 37 1-201 9). o 25 FISCAL YEAR 2O2O PROPOSED WORK PLAN AND BUDGET MESSAGE FY 2O2O Expendirure Enhoncements $ Yeor I $542,000 to support the initiotive lo provide better service by odding ottendonts to the beochfront restrooms in Lummus Pork ond o$350,000 conkibution to portiolly offsel expenditures for the Miomi Beoch Air ond Seo Show New - onelime enhoncement of $250,000 to portiolly offset expenditures for Super Bowl 2020 to supporl octivities ond fon-bosed events throughout the City including the Miomi Beoch Convenlion Center. $207,000 in contingency for unforeseen expenditures incurred during FY 2020 high-impocl periods $200,000 to continue the locol Miomi Beoch morketing compoign, which is molched with funds from the Greoler Miomi Convention ond Visitors Bureou (GMCVB), the Miomi Beoch Visitor ond Convenlion Authority IVCA), ond lhe Culturol Arts Council (CAC). $ I 88,000 lincreose of $ 1 1 5,000 over FY 201 9) sponsorship to Miomi Beoch Pride for exponsion ond growlh o[ the onnuol Pride festivol in FY 2020 hon 2 to 3 doys {increose of $90,000 over FY 2019 to enhonce Sundoy progrommingl ond rentol of o lerris wheel during the event ($25,000). $ 1 5 I ,000 City subsidy for the Oceon Drive Tourist Oriented Policing Services Off-Duty Police progrom, which wos included in the FY 2019 Resort Tox budget os o pilot progrom. The progrom's totol Off Duty Police cost is $367,000 of which the Oceon Drive Associotion funds $2 I 6,000. New - onetime enhoncement of $ 150,000 sponsorship to the Oronge Bowl Comminee to expond ond deepen the Commitlee's footprini in Miomi Beoch for the College Footboll Notionol Chompionship to be held in Miomi in 202I . $ I 35,000 {or Memoriol Doy weekend culturol octivotion evenls. $ 100,000 conlribulion to portiolly olfset expenditures for Miomi Design Preservolion leogue's Art Deco Weekend, which wos o^ onetime expenditure funded in FY 2019. O New - enhoncement of $ I 00,000 lo provide funding for oclivolion of culturol progromming to increose lhe City's portfolio of free orts ond culturol events throughout the City. $ 100,000 sponsorship lor the lnternotionol Tennis Federotion event $ I 00,000 contribution towords the July 41h fireworks event in North Beoch $82,000 ollocoted for professionol consulting {ees {$61 ,000) ond onnuol oudit services ($2 I ,000} New - enhoncement of $36,000 for the pointing of lifeguord slonds on lhe beoch every other yeor so thot they ore on o constonl pointing cycle insteod o[ on od-hoc or os-needed bosis. New - onelime enhoncemenl o[ $21,000 for Phose ll of the enhonced secret shopper progrom implemented on Esponolo Woy ond [incoln Rood. New - onetime enhoncement o[ $21 ,000 [or development of the Tourism ond Cr-rlturol Development Deportment's Film, Television, ond Photogrophy Strotegic Plon. $14,725,OOO for North, Middle, ond South Beoch Ouolity of Life {AOL) Copitol Projects thot enhonce Miomi Beoch's lourist reloted oreos, plus continued support of tronsportotion initiotives ond vorious orls ond culturol progroms bosed on the following ollocotion odopled by the City Commission commencing FY 20 I 9: Tronsportotion - 60%. North Beoch (OOt) - I 0%, Middle Beoch {QOL) - l0%, Soulh Beoch (QOL) - I 0%, Arts - l0%. ilii::ff.'":T:::i:ilti:";:::'i::::J::,:"iz:lr;T}:i:ti';:;r3;#1,i,';:li:."::.:,"'.:.'Ji;"#::iilp 2012-27902. FISCAL YEAR 2O2O PROPOSED WORK PLAN AND BUDGET MESSAGE 2l st slreet on weekends, holidoys, ond during high impoct periods. FISCAL YEAR 2O2O PROPOSED WORK PLAN AND BUDGEI MESSAGE FUTURE OUTLOOK Ot *rt the Administrotion prepores o {iveyeor finonciol forecost which presents estimoted informotion bosed on post, current ond -projected [inonciol conditions, using ossumptions oboul economic condilions, ond [uture spending scenorios. This onolysis is included in the onnuol budgel document ond helps to identify future revenue ond expenditure lrends thot moy hove on immediote or longlerm influence on government policies, slrolegic gools, ond communily services. The forecosl is on inlegrol port o[ the onnuol budget process; ond ollows for improved decision-mok;ng in mointoining [iscol discipline ond delivering essentiol community services. Chollenges Throughoul the post hro budget developmenl cycles, the discussion focused on the need to recognize $e impoct o[ the slowiown in lhe City's property volue increose ond resulling property tox revenues, exocerboled by onnuol growth in operoting expenditures due to conkoctuolly required poyroll costs, ond enhonced levels o[ services. Other conditions which cor-rld present [urther chollenges to futr-rre budgets include . lncreoses in operoting ond moinlenonce expenditures reloted to the G.O. Bond projects r lncreosing cost of heolth insuronce o Declining rote of porking utilizotion ln response to lhese chollenges, the Administrolion is exploring vorious options including new revenue sources, oligning future expenditures to the progroms which support the City's skotegic plon, ond tocticol oulsourcing of services. Opportunities Al the Moy 21st Budgel Workshop, the Adminiskolion presented the FY 2019 Progrom Budget to the City Commission. Thismorks the second yeor of progrom budgeling, which wos initioted in response to the City Commission's feedbock regording the need for greoter tronsporency ond underslonding of the existing progroms ond services currenlly included in the Cityt budget. This yeor's progrom budgel wos enhonced to include on onolysis of whot deportments would do with o 107. increose ond reduction o[ their budget, ond the resulting impoct on levels ol service to progroms. This opprooch hos proven to be more user-friendly for elected officiols ond helps focus the decision-moking process on desired luture levels of service. o At the July 26, 201 9 Budget Briefing, the Administrotion presented Sonitotion's ZeroBosed Budgel (ZBB) lo the FCWPC. At the end of this insightful process, lhe TCWPC wos betterequiped to moke recommendolions on o combinotion of strotegies to employ in order the reduce lhe Sonitotion Fund's operotionol skucturol imbolonce. The Administortion will conlinue to use ZBB os o strotegic lool during future budget cycles. The full re-opening o[ the newly reimogined Miomi Beoch Convention Center (MBCC) is expected during FY 2020. This new, world- closs venue represents o crilicol revenue streom for lhe City of Miomi Beoch, os well os o tourism ond deslinotion ottroction, ond will ottroct high!uoliry events thot meosurobly benefit the City, its residents, visitors ond businesses, olike. ln July 201 8, the City Commission opproved o developmenl ond leose ogreement for the 2.6{cre property ot lhe northeost corner of lZ Street ond Convention Center Drive. On November 6, 2018, voters opproved the conskuction ond operotion of on 800- room hotel ond reloted focililies, including ond up to 52,000 squore leet of occessory reloil ond restouront focilities for the public. Once completed, this development will ohrocl more highquolity evenls thol would meosurobly benefit the City, its residents, visitors ond businesses, olike. o 27 FISCAL YEAR 2O2O PROPOSED WORK PIAN AND BUDGET MESSAGE CONCLUSION Through rigorous review ond proper plonning, the Proposed Work Plon ond Budget for FY 2020 is bolonced ond enobles the City of Mio Beoch lo conlinue delivering outstonding, enhonced services to our residents, businesses ond visilors ond continuing struclurol enhoncemenls lo ensure the long{erm sustoinobility of the City. The Proposed operoting milloge role o[ 5.7288 mills remoins the some os lost yeor ond the voted debl milloge rote of ol 0.2933 mills is the required rote to cover lhe cost o[ the voteropproved Generol Obligotion Bonds. The FY 2020 Budget includes reductions which fu*her skeomline governmenl operotions ond service level enhoncemenls lhot oddress high priority needs of the City. ACKNOWLEDGEMENTS lwould like to thonk Moyor Don Gelber ond lhe Members o[ fie Miomi Beoch City Commission for your conlinued guidonce, supporl ond leodership with the budget process ond in helping lo occomplish so much on beholf o[ our residents ond for the entire Miomi Beoch commun ity. I would olso like lo thonk the Budgel Advisory Commitlee ond its Choirperson, Ronold Slorkmon, os well os oll stoff lrom lhroughout the City who worked hord over the lost yeor lo respond to chonges in priorilies from the City Commission. I would porticulorly like 1o fionk my Assistont City Monogers ond oll Deportment ond Division Direclors. I oppreciote oll of r-rs working together towords developing o bolonced budget thot will help improve our community. ln porliculor, I would like to recognize ond thonk John Woodruff, CFO; Tomeko Otto Stewort, Budget Direclor; Richord Ajomi, Budget Officer; Ayonno DoCosto-Eorle, Fernondo Pestono ond Pedro De Forio; Senior Monogemenl ond Budget Anolysts; Domoris lozono ond Girlonde Bertrond, Monogement ond Budget Anolysls; ond Froncis Fronces, Execulive Office Associote ll. Respectf r-rlly Submitted, Jimmy L. Moroles City Monoger o o 28 o 88 .i :i ! N- E3 o .{i od ti EE l,! o2 E l Eo A o ii::€ -r =>olr s F\Jdv 9 >6-..qEsi6- 6lY qIU': e b' ='i'j:! e:+:,96s+: i -o Y-S oi I S og"e*]!pE if i:$e:: E:E!€EE*': 9 q: - E d;: € P F-.-Er.i cutr-Etlitqifflg:[!Ei P96=i!;t-=-EEfRiiE{;3::or Y o c c q, €. .sd i I e I -.- -.: I " -0 I I j-6 sr E -e P;I'6.!-g-?ele*IiiEe : .6 P= S)6 96 ; : :u j otr:-6ii?piE + P : :'-! E; EiI; E59 i;E E: o iE:. P &T ! 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'i;!iU-i'+;36d c{t LOoo.OE>: o ?4cl c EstsEcEp3€A[]E:; "'ni TE EE rEc= a'-d ard3b EA Pd -"er !, - = ;T; l3 =q ad Eg p r-9 =;6E 6-) ' E{ E 6oaE!3:E9ls-sssY! ?- ; --e E b ? c !-R g i s iiJEi E !: 91 -9 0 ^r:5 H-.;e+ E9 !a s a o- o oo 6i9 !s6*P 3 ,' o Fz =z(,<.I =4f(}7Z u.a F'<L' c o o a{ c .9 o. o6 Eo rc o o4 A l\ crt !Ooo.oc>: Eo oc !-!t9E E!I5 8 c.i a XE iE1a ! t Eo Eoot EaEqEaEg aE a'S s F:; !-OE!oCE9E EE!f FY 2OL9l2O Prooosed Wo rkplan and Operating Budseto o o (Attachment A) o o o FY 2OL9/20 Caoital Budeet and Ca pital lmprovement Plano o o o o o CAPITAL AND DEBT tCoPr o Budget & Copitoqr,provement Plon C CAPITAL BUDGET The Cily's onnuol Copitol Budget contoins copilol proiect commilments opproprioted for Fiscol Yeor 2020. Preporotion of the Copitol Budgel occurred simultoneously with the development of the tY 2020 - FY 2024 Copitol lmprovemenl Plon ondFY 2O2O Operoting Budget. The Copitol Budget represenls lhe proiecl budgets for both current ond new copitol proiects necessory to improve, enhonce, ond mointoin public focilities ond inlrostruclure to meet the service demonds of residenls ond visitors lo the City of Miomi Beoch. Copitol reserves, debl service poyments, ond copitol purchoses found in the Operoting Budget ore not included in this budget. The Copitol Budget for FY 2020 oppropriotes funding lor proiects lhot will require commilmenl of funds during the upcoming fiscol yeor. The Copilol lmprovement Plon (ClP) is o finoncing ond conslruction/ ocquisition plon [or projects thot require significont copitol investment. The CIB which is updoted onnuolly ond sr-rbmitted lo City Commission for odoption, specifies ond describes lhe 's copitol project schedules ond priorities for the five yeors immediotely following the Commission's odoption. ln oddition, the first yeor of the plon outlines the funding to be opproprioled in the onnuol Copitol Budget. This document is on ofliciol stotemenl o{ public policy regording long'ronge physicol development in the Ciry o[ Miomi Beoch. The FY 2O2O - 2024 CIP ol the City of Miomi Beoch is o fiveyeor plon of public improvements ond copilol expenditures proposed by the Ciry. A copitol improvement is defined os o copilol or "in- kind" expenditure ol $25,000 or more, resulting in the ocquisition, improvement, or oddition lo fixed ossets in the form o{ lond, buildings, or improvemenls moreor-less permonenl in chorocler ond duroble equipment with o life expecloncy o[ ot leost {ive yeors. the FY 2020 - 2024 CIP for the City of Miqmi Beoch is o five.yeor plon of public improvements ond copitol expenditures proposed by fie City totoling $l.l billion, of which $88.2 million is progrommed to be opproprioted in FY 2020. The totol lor projects included in the ClP, comprising $1.6 billion in oppropriolions for ongoing proiects through FY 20]9 ond $232.5 million in unfunded/progrommed needs beyond FY 2024, is $2.9 billion. Projects will oddress mony needs ocross different oreos of he lry rncludino: neiqhborhood enhoncements sr-rch os londscoping Ja ria"*otr restorotion; trottic colming; roodwoy ond bridge resurfocing ond reconskuctionj woteq sewer, ond droinoge system improvemenls; pork construciion, renovolions ond upgrodes; renovotion of seowolls; porking lot ond goroge renovotions; ond conskuction,/renovotions of public focilities. A detoiled listing of oll copitol projects is provided in the Proposed FY 2020 - 2024 Copitol lmprovement Plon & FY 2020 Copitol Budget document. The Copitol Budget for FY 2020 will be opproprioted on Oclober t, 2019. BACKGROUND On July 2 I , 1999, the City Commission opproved the CIP for the City ond the Redevelopment Agency (RDA). Since thot time, the City hos issued odditionol Generol Obligotion Bonds pursuont to referendum; Woter ond Sewer Revenue Bonds; Storm Woter Revenue Bonds; Resort Tox Revenue, Porking Revenue, RDA Tox lncremenl Revenue ond Revenue Refunding Bonds; ond on Equipmenl Loon. ln oddition, beginning in FY 2006, the Ciry commined to funding o Poy-As-You€o component of the Copitol Budget funded hom Generol Fund revenues, os well os committing to using Resort Tox Quolity of Life funds in North, Middle, ond South Beoch lor copitol projects. ln 2005, through o series o[ workshops with the Moyor ond Commission for the City of Miomi Beoch, previously opproved oppropriotions were reviewed lo ensure fiot projects scheduled to begin conslruction in lhe next few yeors were fully funded, opproprioting lunds lrom other proiects scheduled to begin in loter yeors ond providing for those to be reploced from future finoncing sources. These chonges were reflected in the 2006 - 201 0 Copitol Budgel ond CIP for the City ond rhe RDA which wos opproved by the City Commission on Seplember 2l , 2005. ln the spring of 2006, lhe City creoted o Copitol Budget Process Committee with the responsibility of reviewing ond prioritizing new copitol proiects lhot would be funded in o given fiscol yeor ond for recommendotion of lunding ollocolions from ouhorized sources [or the prioritized proiects. The Committee developed ond implemented o skuctured commitlee.bosed process for the development o[ the CIP ond Budget, including review criterio thot proiects must meel to be considered for funding. This process is reviewed ond refined onnuolly by the Committee. Bosed on the direclion received from the Finonce ond Ciyvide Proiecls Committee {FCWPC} in Februory 2008, lhe process wos modified to ollow for eorly input to the prioritizotion process by the City Commission. Under the new process, o preliminory list o[ unfunded proiects is presented to the City Commission or the Finonce ond Citywide Projects Commitlee, providing the opportunity for input ond prioritizotion. This is consistent with the process for Commission input regording operoting budgel priorities ond fhe formot used would be similor to thot used to seek guidonce on operoting budget priorities in prior yeors. This revised process ollows for eorly input by the City Commission regqrding priorities [or funding, subjecl lo ovoilobility. 97 CAPITAL AND DEBT The flowchort below provides on overview of the Copitol Budget process ond timelines June Commission review o{ drofi Copilol Budget September O o ln oddition, severol other deportments provide monogement of some speciolized proiects. For exomple, Public Works provides construclion monogement for some ulility proiecls; Environmenl & Sustoinobility provides monogement for some environmentol projects ond Porks ond Recreotion provides monogemenl o[ some pork+eloted projects. On November 6, 201 8, the City of Miomi Beoch's voters opproved the issuonce of o $439 million G.O. Bond to fund o totolof 5Z copitol proiects citywide, ronging from verticol construclion, roodwork, pork construclions ond renovotions, technology implemenfotion, renewols ond repoirs, ond underground infrostructure work. ln order lo ensure thoi these proiecls ore compleled within o reosonoble timefrome, wi$in budgel, on o coordinoted bosis (including coordinotion with non-G.O. Bond proiects ond proiects by other jurisdictions), through the incorporolion o[ resiliency ond best proctices, ond with effective communicotion to oll impocted stokeholders, the G.O. Bond Progrom Monogemenl division of the City Monoger's Office is speorheoding the implemenlotion o[ these proiects. Februory Deportments submit updoles to existing proiech, identi! proiech to be closed. ond submit new proiect foms Morch to Moy July/August City Monoger develops Proposed Budget Copitol Budgel odophd ot Second Public Heo,ing 98 O -7- Conslruclion monogement [or lhe CIP is provided by lhe Office of Copitol lmprovement Proiects {ClP Office). This office is designed to consolidole the City's copitol construction efforts into o single enlity losked wilh conskucting the Cityt funded Copilol lmprovements in o timely monner. Projects within neighborhoods ore combined lo creole o single proiect lhot oddresses the neighborhoods' needs for infrostructure upgrodes, troffic flow, enhoncemenls, etc. This comprehensive opprooch minimizes disruptions ond generoles cosls sovings. To continue fiis on€oing implementolion effort, the City hos entered inlo ogreemenls with vorious firms for progrom monogemenl, orchilecturol, engineering, ond other relevont prolessionol services, os well os owording conkocls for conskuction. Copitol priorfizolion ond d€velopment of droft Copitol Budgel CAPITAL AND DEBT e;'ffii:i:,: ;::H[ : :r,:1, lI"$'"1,* Th s ye.r,he city wos osked: BUILDING RESILIENCY INTO CAPITAL PRO]ECTS "How...Iis] the City incorporoling significont odoption+eloted proiects into its [inonciol ond copitol plonning?" S&P Roting Agency 201 9, ond "Pleose discuss copitol plonning ond how seo level rise ond other climote risks ore incorporoted into copitol plonning," Moody's Roting Agency 2019. The City needs to design wilh resilience in mind now with lhe some urgency of Hurricone lrmo recovery- the urgency of bouncing bock os quickly os possible, ollowing residents to relurn ond recover, opening the beoches, reoching normol. A resilienl investment reduces domoge ond speeds recovery. Todoy we don't hove the luxury of designing lor one purpose, such os o pork, os we did thirty yeors ogo. Our investments need to serve mony purposes whenever possible. A pork is not iust lor recreotion, it needs lo help with seo level rise odoptotion, storm woter retention, woler quolity, shode, increose biodiversity, ond corbon sequeslrotion. lnfrostruclure inyeslmenl though the (opitol budget helps build resilience in the mosl cosl effective ond .-tficienl wdv oossible. -The purpose o[ des,gning w;th resilience in mind is to moke sure we con bounce bock os quickly os possible ofter o shock, like o storm, ond to improve o communily skess, like pedeskion sofety. Designing in lhis woy, ot lhe very beginning when the project is being scoped, meons we con gel lhe besl resulls for the lowest cosl. Studies show thot for every $ 1 invested in risk reduclion, cities con see $6 in benefits. We con olso creote odditionol costfree benefits, referred to os "co-benefits". lI we miss these opportunities ol the very beginning of scope developmenl, the opportunities ore losl. Trying to odd resilience loler meons more time in lerms o[ chonge orders, ond more cosl in terms of redesign. Often whot the community wonls most out of copilol proiecis- lhol some moy consider os design oesthetics-ore high priorities for residenls. For exomple, designing lhe spoce for tree conopy from the beginning meons fie tree hos o chonce for proper plocement to moximize shode ond to live longer. Trees olso help wilh corbon sequestrotion ond reduce the heot islond effect. lncluding bike lones ond improving sidewolks, olong with other underground infroslruclure improvements, mokes our city eosier to move oround ond reduces cor dependence thot couses trolfic ond greenhouse gos emissions. Reducing cor dependence is olso o City Commission opproved gool-ond congeslion is o slress thot .lffects oll resrdents. Olher enhoncements - like unique signoge. Q',"'ri":1":"':'il:i,:;:x';x,T*;"ni;;';:;:lx: lnstilute to os pod o[ our 5lo.m woler progrom review- To qchieve resilience ond its <o-benefits, <ities need leodership ond troining. The copitol budget is creoted through on existing citfwide process ond o prime opportunity increose resilience through infroslructure investmenl. Over the losl few yeors, the city hos mode greot strides increosing resilience through infrostruclure improvements ond lond use omendmenls. The Urbon Lond lnslitule Advisory Services Ponel recommended thot lhe city design proiects in o woy thot increoses quolity of life benefits ond incorporotes more blue ond green infroskuclure. The copitol budget is the best ploce lo ochieve lhis. The copitol budget hos three distinct phoses: Projects thol hove been opproved in prior yeors ond progrommed lor funding in future yeors Projects thot hove been progrommed in prior yeors lo be considered lor funding in the coming yeor Applicotions for new proiects lhol ore not yet [unded This budget development yeor, the process wos enhonced through the following: Resilience troining workshops were held for project monogers Copitol opplicotion forms for new proiects were odjusted for depo.tments to specificolly idenlify resilience improvemenls ond their multiple benefits Stoff hos been troined ond encouroged to be innovotive ond to moximize resilience improvements ond efficiencies. This is on importont firsl step ond we will expond ond improve lhis effort in fulure budget cycles. This is the lie to economic resilience ond oddressing our climote chonge ond seo level rise risks. PURPOSE AND BENEFIT The CIP is o proposed funding schedule for Iive yeors, which is updoted onnuolly to odd new projecls, reevoluote progrom ond project priorities, ond revise recommendotions while olso considering new requiremenls ond new sources of funding. The onnuol copitol progromming process provides the [ollowing benefits: . Serves os o source o[ informotion obout the City's physicol development ond copitol expenditures to the citizens, City Commission ond odministrotion, privoie investors, funding ogencies, ond [inonciol institutions o Provides o mechonism thot opplies uniformity ond consistency in the evoluotion of projects ond ossists in the estoblishment of priorities . Provides for coordinotion omong proiects with respect lo funding, locotion, ond time The CIP is developed in occordonce with the City's stoted plons, gools, ond obiectives ond provides lor the proper physicol ond finonciol coordinotion of proiects. Privote sector development initiolives thot provide/require modificotions to certoin infroslructure ore properly coordinoted with City proiects to ochieve compotibility ond fie greotest benefit. 99 CAPITAL AND DEBT LEGAL AUTHORITY Legol requiremenls for preporing the City of Miomi Beoch's CIP ore set lorth in Miomi-Dode County Code {Section 2-1 l.Z-2- I I .I 1), ond the Florido Stotutes, respectively. House Bll 2377 , possed during the 2000 Regulor Session of the Florido Legisloture, requires ihe thorough revision o[ the CIP os o bosis of policy ond budget initiotives. RELATIONSHIP OF THE CIP TO THE COMPREHEN. SIVE PLAN The City of Miomi Beoch's Comprehensive Plon contoins o Copitol lmprovement Elemenl (ClE) which describes mojor City public locility improvements recommended in vorious elements of the Comprehensive Plon for implementotion during the five yeors following odoption of the Comprehensive Plon. The CIE olso demonslroles the obility lo [und those improvements. The projects listed ore inlended to oddress existing "deficiencies," ochieve focility "replocement," or contribute to the generol "improvement of Miomi Beoch." The informotion in the CIE of the City's Comprehensive Plon is bosed on the CIP PROCESS AND PREPARATION OT THE CIP AND CAPITAL BUDGET The Cityt CIP ond Copitol Budget developmenl process begins in lhe spring when oll deporlmenls ore osked to prepore their own CIP contoining informotion on the deportmenl's ongoing ond proposed copitol projects. lndividuol deportmenls submit requests to $e Budget Of{ice, identitiog funding sources ond requesling commitment of funds for their respective proiecls. The Copitol Budget Process Committee, comprised of the Office o[ Copitol lmprovements Proiects, Public Works Deportmenl, Porks ond Recreotion Deportment, Finonce Deportmenl, Tronsportolion Deportmenl, Environment ond Sustoinobility Deportment, ond the Office of Monogemenl ond Budget lmprovement, reviews the proposed projects occording to the City's skotegic priorities, bosed on the Review Criterio described below. ln oddition, the review considers conformonce with the City's Comprehensive Plon ond other plons lor specilic oreos, ond linkoges with other proiects for combined impoct, the ovoilobility ond source of funding, project impoct for moximum benelils to the citizens of the City, ond the lenglh of lime thot o project will benefit the City. The proposed documenl is then reviewed by the City Monoger, ond upon opprovol, is submitted to the Finonce ond Cltyrvide Proiects Commiflee for review ond, subsequently, to the City Commission ond Redevelopment Agency Boord for [inol opprovol ond odoption. REVIEW CRIIERIA All proiects submined for inclusion in lhe City's CIP ore reviewed on the bosis of relotive need, benefit, ond cost. ln oddition, severol guiding policies direcl the determinotion ofthe conlent, scheduling, ond funding of the CIP These policies ore os lollows: l. Meel the City's strotegic priorities 2. Moximize return on inveslment in considerolion of finonciol limitotions ond budget conslroints so os lo: . Preserve prior inveslments where possible . Reduce operoting costs o Moximize use ofoutside funding sources to leveroge the City's inveslment . Moximize cosl effective service delivery 3. lmprove ond enhonce the exisling network o[ City service levels ond locilities 4. lmplement odopted plons 5. Demonstrole coordinotion ond compolibility with other copilol projects ond other public ond privote efforts CAPITAT BUDGET PROCESS REVIEW There ore lhree moior steps of the Copitol Budget review process thot stoff undertokes eoch yeor: I . Existing proiects ore reviewed lo identit oreos wh"r" frnainp previously progrommed in the CIP for the upcoming yeor, os well os future yeors of the plon, need to be revised due to chonges in cosl, scope, etc. 2. Projects lhol hove been in the conceptuol plonning sloge ore reviewed lo determine whether they ore sufliciently for enough olong lo worronl incorporoting them in the odopted copitol budget ond CIP for the upcoming yeor. 3. Funding for new projects ore submitted ond reviewed by on in-house Copitol Budget Process Commihee comprised of City stoff Copitol funding priorities were discr-rssed ot the Finonce ond Citywide Projects Committee Budgel Briefings held on June 14, 2019 ond )uly 19,2Q19. The City Monoger, Assistont City Monogers, the CIP Office Director, olher Deportment Directors, ond other City stoff were ovoiloble to discuss specific projects ond respond to the Commitlee's questions. r00 o CAPITAL AND DEBT Additionol Finoncing 2 3 URCES OF FUNDS The success ol ony CIP depends on the close coordinotion of the physicol plon with o linonciol plon. Proiects moy be [inonced through o "Poy-As-You Go" copitol component bosed on tronsfers from the Generol Fund, olthough these ore ohen chollenging to [und os they must compete wilh recurring operoling requirements. For this reoson, the City hos o finonciol gool o[ funding ot leost 5 percent of the Generol Fund operoting budgel os kons{ers for copitol projects (Poy-As'YouCo, Renewol ond Replocement, lnformotion ond Communicolion Technology) ond copilol projects contingency. The purpose o[ this gool is multi-foceted: To provide flexibility in the operoting budget thot would ollow the budgel lo be reduced without impocting services during difficult economic times To ensure thot the City funds needed upkeep on our Generol Fund focilities, ond righto{-woy londscoping, lighting, etc. To provide o mechonism to oddress odditionol scope o[ smoll new projects prioritized by the community ond the City Commission insteod o[ hoving to deloy these for o lorger Generol Obligotion Bond issue To provide contingency funding so thot proiects where bids were higher thon budgeted did not hove to be deloyed, especiolly during o heoted construction morket where deloys often leod to fu*her increoses in costs The FY 2020 Ope.oting Budget ond Work Plon provides for continuol improvements ond mointenonce of our locilities ond neighborhoods infrostruclure by opproprioting, hom the Generol Fund, $2.9 million os Poy-As-You-Go {PAYGO} lunds to be used for PAYGO eligible proiects, $769,000 for Copitol Renewol & Replocement proiects, ond $300,000 for lnlormotion ond Commr-rnicolion Technology projecls. At the July 25, 2018 City Commission meeting, the City Commission vobd lo opprove o dedicoted PAYGO milloge rote of .0755 vio Resoluiion 2018-30429. This ollows for growlh over time with property volues Additionol meons of finoncing of copitol projects include the following: 4 Borrowing money through fie sole of bonds poid for by pledging o specific revenue streom - Revenue Bonds. Funds in this colegory include: " 1997 Porking Syslem Revenue Bonds . 2010 Porking Bonds . 2015 Porking Revenue Bonds " 201 5 RDA Bonds ' 2015 Resorl Tox l7o Bonds " Storm Woter Bonds 2000 " Storm Woter Bonds 201 I . Storm Woter Bonds 2015 . Storm Woter Bonds 201 Z . lnleresl on Storm Woter Bonds . Proposed Future Storm Woter Bonds . Woter ond Sewer Bonds 2000 " Woter ond Sewer Gul[ Breeze [oon 2006 Series . Woter ond Sewer Gul[ Breeze loon 20] 0 Series " Woter ond Sewer Bonds 2017 . lnterest on Woter & Sewer Bonds . Proposed Future Woter & Sewer Bonds Loons for Energy Sovings Proiects whereby the finoncing is secured by the cosls sovings fiot will be generoted by the proiect Equipmenl Loons/Leoses - used lo fund copilol equipmenl such os cors, trucks, ond heovy equipment t0l Borrowing money through the sole of bonds outhorized by voters - Generol Obligotion Bonds. Generol Obligotion Debt (G.O. Debt) is the debt service funding required for voter- opproved bonds issued with lhe belief thot o municipolity will be oble to repoy ils debl obligotion through toxotion or revenue from proiects. No ossets ore used os colloterol. Funds in this cotegory include: . Gulf Breeze Bond Funds - Other (Loon Pool) " RCP - I 5M Bond - 1996 Porks, Recreolion ond Culture GO Bond " 1999 GO Bonds - Fire Sofety ' 1999 GO Bonds - Neighborhood lmprovemenls . 1999 GO Bonds - Porks & Beoches . 2003 GO Bonds - Fire Sofety " 2003 GO Bonds - Neighborhood lmprovements ' 2003 GO Bonds - Porks & Beoches . 2019 GO Bonds - lnfrostructure . 2019 GO Bonds - Porks . 2Q19 GO Bonds - Public Sofety ,' 'tll 7/ 7 ) CAPITAL AND DEBT Federol, Stote, ond County Gront Aid Progroms. Funding sources in lhis cotegory include the following: . HUD (Housing ond Urbon Development) Section 108 Loon . Miomi-Dode County Bond lCounty GO) . Federol Emergency Monogement Agency (FEMA) Speciol Revenue Funds, which by low, moy only be used for specilic purposes. Funding sources in this colegory include the following: . The Resort Tox Fund is suppo*ed primorily by toxes levied on hotel, molel, rooming house ond shorl term oporlment room rents os well os on lood ond beveroges sold ot retoil in ony restouront, os outhorized by Stote Stotute, ond is used to fund tourismeligible expenditures. A specific component of this Fund (the 1% Quolity of Life Fund) is used to support lourismcligible copitol proiects in north, south ond mid-beoch fiol improve the quolity of life o[ the community. The City Commission opproved the revision of the ollocqtions during the FY 2019 budget process wilh on increose in the diskibution to Tronsportolion, to help support the cost o[ the kolley progrom. Tronsportolion now receives 607. of Quolily of Life funds with the remoining 40% being distributed evenly omong North Beoch, Mid Beoch, South Beoch, ond lhe Arts. . Convention Center l70 Resort Tox - used to esloblish ond mointoin o copilol renewol ond replocement fund for improving ond mointoining the Convenlion Cenler, ofter providing for poyment o[ onnuol debt service ond reloted obligotions " Porking lmpoct Fees ' Concurrency Mitigotion Fund . Holf{ent Tronsit Surtox. locol Option Gos Tox . Convention Development Tox " lnformotion ond Communicotions Technology Funds . 9l I Emergency Funds . Art in Public Ploces Fund " Building Technology Fund Enterprise Fund Revenues which ore derived from operotions thot ore finonced ond operoted in o monner like privote businesses. The criterio used lo delermine if on operolion should be on Enterprise Fund includes: l) thot it generotes revenues; 2) thot if provides services to the community; ond 3) thol it operotes os o stondolone entity, without subsides from toxes ek. The Cityt Enterprise Fund Deporhents ore: Convenlion Center, Sonitotion, Storm Woter, Woter, Sewer, ond Porking. ln some coses, operoting [unds ore odvonced o[ bond soles ond ore repoid when the bonds ore sold. Copitol funding sources in this cotegory include the following: ' Woter & Sewer Enterprise Fund . Sonilotion Enterprise Fund ' Porking Operotions Fund " Storm Woter Enterprise Fund . Convention Cenler Fund o lnternol Service Funds which ore completely offset by revenues received hom the Generol Fund, Enterprise Fund, ond Speciol Revenue Fund Deporlmenls. The City's lnternol Service Fund Deporlments ore lnformotion Technology, Cenkol Services, Risk Monogement, Property Monogemenl, ond Fleet Monogemenl. . Other miscelloneous funding sources include: . Copitol Proiects not Finonced by Bonds,/Reollocotion o[ Bonds - Other Copitol Projects/Copitol Replocement Fund - reflecting funding from smoller miscelloneous S0urces ln oddition, the City o[ Miomi Beoch Redevelopment Agency is o seporote enlity whose Choirperson ond Boord o[ Directors ore olso the City's Moyor ond City Commission. Copitol projects funded by lhe Redevelopment Agency promote e<onomic developmenl wilhrrr^ lhe C,ty Cenler Redevelopment District. O Furlher, revenues ossocioted with the expirotion o[ the South Poinle Redevelopment Diskict (previously port of the Miomi Beoch Redevelopment Agency) ore now used to [und storm woter proiects. The South Pointe Redevelopment Dislricl wos the mosl successful redevelopment district in the Stote o[ Florido. Assessed volues increosed from $59 million when the diskict wos estoblished in 1976 to olmost $2.2 billion os o[ Jonuory 1 , 2005. The Jonuory l, 2019 ossessed volue wos $6.2 billion. The CIP reflects funding for proiects prior lo the expirotion of the South Pointe Redevelopment Diskict thol hove nol yet been completed within the following [unds: . South Pointe RDA . City Center RDA Copitol Fund o MDC CDT lnterlocol- Convention Development Tox or Resort Tox Eligible Proiects o South Pointe Copitol r RDA - Goroge Fund o 142 o CAPITAL AND DEBT erview Of The FY 2020t,2024 Five Yeor Copitol lmprovement Plon The FY 2020 - FY 2024 CIP lor the City of Miomi Beoch is o fiveyeor plon of public improvements ond copitol expenditures proposed by the City. This documenl is on ofliciol slotement of public policy regording long-ronge physicol development in the City of Miomi Beoch. The CIP hos been updoted to include proiects ihot will be octive during FY 2020 through FY 2024. The CIP hos olso been updoted to include odditionol funding sources hot hove become ovoiloble, chonges in project timing, ond olher odjustmenls to ongoing proiects os they hove become bener defined, including proiects thol hove been reconfigured, relitled, combined wiih or seporoted from other proiects ond/or proiect groupings. These odiuslments hove no fiscol or cosh impoct ond ore os o result of o comprehensive review of lhe progrom to ensure thol our plon occurotely reflecls oll project budgets, [unding sources, ond committnents. The CIP olso contoins inlormotion on oppropriotions prior to FY 2020 for ongoing/octive proiecls, os well os potentiol future oppropriotions beyond FY 2024. ln coniunction wilh the development of the FY 2020 Copitol Budget ond FY 2020 - FY 2024 ClP, the City begon to develop o list of potenliol proiecls lhot moy be funded in the future, including projects thot hove been opproved os port of o plon, but not yel sequenced or opproved for funding. The following toble shows o summory of 6e Five-Yeor CIP by progrom oreo, os well os prior yeor funding for ongoing projects ond lunding requiremenls for desired projecls with no onticipoted funding for the FY 2020 Copilol Budget ond the FY 2020 - FY 2024 ClP, ond beyond. ART IN PUBIIC PLACIS o t.13\.077 2r2,(m 250 000 7,O38,7tA 875.037 5a5,000 o o t2.683.000 250,0@ 2,675,770 2,912,W 5 000,000 20,216,972 600.000 2,291.825 3\ AbA,t\7 IOGES lrcr.,nr,rxrIGINFPAI PtIfu T BINID]NGS lco,r coursrs lrmmc RENTWA A NETACEMENI stAwAtis SIREEI UGHIING nANSIT / IUNSPOTIAI]Oa'I U'IITITIES ]srREErs / srDEwarxs / snEfi scAPEs NTION CENlER 8.288, r 31 9.2A5.127 629,955,5A8 r1,604,00O 3r,209,90A 2A 613 977 5,6!9,190 601,0@ 250,0@ r,629,650 21,878,657 28 310.371 A29,236,5t7 76,206,990 75.509,795 0 3.713.923 0 l,!50,000 I t,296,(U 6,600.000 305,0@ :t 12.000 o 3,2r0.000 650,@ 4,905,080 5.153,0@ 5.0@.000 193,659,575 600.0@ 3.3@.230 86,615,921 0 0 0 r,500,000 9,3t3,0@ 5.0@.000 0 0 o 1,n30,0(r0 I50,0@ 57,761,\@ t,y2,w 7.0@,0oo 124,t56,403 r 8. r@,000 1,8?a,467 7.850.000 0 0 0 0 5,am,o@ 0 J,000,000 0 0 r.662,000 r 50,ooo 2,163,500 l,a5l,0o0 5.0@,000 139,815,403 r 3. r 00.ooo 320,000 32,315,5!2 0 0 o 0 5,777,W 0 0 0 0 t,785,OOO t50,0@ r,050.@o 100,000 5.0@,@o ?,174,a2t r3.r@,0@ 0 I18,/r90,895 0 595,000 o 4,500,000 0 r5,0m,0@ 0 o 0 12,525,0@ 0 2\.27s,U& 6,334,000 0 r 50,500,000 13.100.0@ 8.7t t,0m 0 630 t67,5a8 i12.10!,0001 73.Ost,626 52 0890r! I tt,lec. teo Ir 0ll0@ u so.om I 5.979.6& 2j9 627 936 t5,N_657 55.3r0.37r t,|6,76X,791 95,721,512 352,27?,270 t\ 2021 t\ 7022 FY 2023 t\ 2021 TOTAPloGtA 4 ,$ot Ytats tY 2020 1,528,51o,67t 8,17t,s16 327,130,rn ?9t,av),970 M397,a15 t5a.63t,3t6 232.5r0.0@ m2o202t 2.679.161 .U7 r ,068, r 30,976 CIAND IOTA r03 8,288,131 1A.715 \27 CAPITAL AND DEBT The groph which follows shows the molor proiect types with funding proposed ond progrommed in the FY 2020 - FY 2024 CIP The lorgest proposed ond progrommed inveslmenls ore in ihe skeel/sidewolks/streetscopes (50%), ond utilities 1267d. FY 2020 - FY 2024 CAPITAI IMPROVEMENT PLAN: $t.O7 BITLION o o STREETS/ SIDEWALKS /STREETSCAPES r UTILITIES r PARKS r STREET LIGHTING r EOUIPMENT r SEAWALIS r PARKING GARAGES r RENEWAL & REPIACEMENT r GENERAT PUBtIC BUItDINGS r TRANSIT / TRANSPORTATION t GOLF COURSES r BRIDGES ENVIRONMENIAI, r PARKING LOTS MONUMENTS For more informotion on the detoils of the Copitol proi- ecls proposed [or FY 2O2O, refer to fie componion FY 2O2O - FY 2024 Copitol lmprovemeni Plon (ClP) ond FY 2020 Proposed Copitol Budget document. WANT EVEN MORE !NFORMATION? 104 o CAPITAT AND DEBT Overview Of The FY 2020 Copitol Budget f*",:Y:::,*T:]" ?; *Y;ll"-,.","",", the preliminory list of un[unded proiects, which were being requesled, including projects thol lhe Adminiskotion proposed for funding subject to the ovoilobiliry of funds. A summory of proiects recommended for funding in the FY 2020 Copitol Budget, bosed on direction given by the Finonce ond Citywide Projects Commitlee on June 14, 201 9 ond July 19, 2019, is presented below lso+ed by funding source): Tro nsporlolion . North Beoch Neighborhood Greenwoys-Phose 1 - $448,625 Copitol Renewol ond Reploccmenr fund (CRR) For FY 2020, il is proposed thot the voled renewol ond replocement milloge rote remoin flol ot 0.0235, which would generole $269,000 lor copitol renewol ond replocement proiects. These funds, in oddition to the prior yeor fund bolonce ovoiloble {or oppropriotion, would ollow for the funding the following projects: Historic City Holl Elevotor Modernizotion - $350,000 Unidod Building-Roof Replocement - $80,000 PAL Building-Roof Repoirs ' $90,000 City Holl{ooling Tower Condenser Line Replocement $90,000 City Holl{ooling Tower Bose Replocement - $ 100,000 Fire Stotion #2 (Admin)-Woterprooling & Wind Rekofit $ r 92,000 7th Sllcet Goroge . Z2nd Sheet Recreotion Center {GOB Proiect) -$128,296 . Zth Skeet GorogeRoofing Repoirs & Renewol {CRR Proiect} -$84,ooo . 7th Street GorogeNew lnterior Droinoge Pipes {CRR Proiect) -$30,000 . 7th Skeel Goroge-lnterior Surfoce Restorotion {CRR Proiect} - $95,000 Home lnvestment Portnerrhip Progrom (HOME) . Biscoyne Beoch House Alfordoble Housing Property $271 ,000 RDA Ciry Cenler Renewol & Replocement fund. Lincoln Rd Stone Restorotion (CRR Proiect) - $214,619 O';lll'J;; i[:';ff':'-l']".8ffi ];"".f i",11,,, tocol Option Gos Tox (LOGT) Fund. Ahon Rood ond l6th Slreet lnlersection lmprovemenls $540,000 People3 Tronrportotion Plon (PTPIHolf €enr Tronsir Surtox-County) Fundo Protecred Bicycle Lones (GOB proiect) ' $ I 30,000. Je{ferson Avenue ond l5th Street Pedestrion Floshing Beocons . 97 t,200 Copitol Proiects Finonced by Other Funds. North Beoch Oceonside Pork Redevelopment - $ I ,250,000r Sunset lslonds l&2 Guordhouse - $20.000 Poy-As-You-Go (PAYGO) Fund . Alleywoy Restorotion Ph lll - $ I 00,000 o Middle Beoch Row Londscope, $50,000. lndion Creek londscope & lrrigotion - $363,500. Smorl Building Automotion System - $ I 00,000 . Woterwoy Reslorotion {GOB proiect) - $250,000. Ciry HollGenerotor Replocement {CRR Proiect} '$600,000 o Historic City Holl- Vorioble Frequency Drives Replocemenl (CRR Proiect) - $200,000. Polo Pork Sports tighting & Multi-Use Soccer Field-$857,680 . Cifrvide Bridges - $706,077 South Beoch Quolity of Ufe (SB aOl) Fund . Smort lighting Moster Plon " $200,000. Dode Boulevord Pedeskion Pothwoy ' $225,000o South Beoch Row londscope - $280,000. Beoch Reskooms-Reploce Restroom Exhoust Systems (CRR Proiect) - $ 19,000 . Super Bowl Signoge/Poiniing/Decorolive Lighting - South Beoch- $ 150,000 o Super Bowl Londscope & Pork lmprovemenls - Lummus Pork - $2s0,000. Beochwolk Tree Wells {l4rh to 22nd Srreerl - $ I 50,000. Miomi Cir.7 Boller Studio Flooring - $ I 40,000 Mid Eeoch Quolity of Lifc (MB QOL) Fund . Alleyivoy Reslorolion Ph lll ' $60,000. Middle Beoch Row Londscope - $50,000. lndion Creek tondscope & lrrigotion - $363,500. Smort tighting Moster Plon - $200,000. Miomi Beoch Golf CourseRoof Replocement {CRR Proiect} - $24s,000o Beoch Restrooms-Reploce Restroom Exhoust Syslems {CRR Proiect) ' $9,000. MB Golf Course Sloroge Tonk Replocement (CRR Proiect) ' $200,000. MB Golf Course lrrigolion Pump House Renovotion {CRR Proiect) - $ 100,000 . lndion Beoch Pork Ployground Exponsion - $ I 68,090 . Security Comeros on Beochwolk l23rd to 46th Street) $903,000 o r05 Community Development Block Gront (CDBG) . Added $396,037 in funding for the Biscoyne Beoch House (Affordoble Housing properly ot 295 8lst Street) bosed on opprovol of the FY 2020 CDBG Entillement Fund ollocotions opproved by Commission ihrough Resolution 201 9-308 I 2 CAPITAL AND DEBT Norlh Beoch Gluolity of tife (NB GlOl,) Fund o Allenvoy Restorotion Ph lll - $60,000o North Beoch Row Londscoping . $ 100,000 o Pointing & iighting of Bridges (North Beoch Bridges) $425,000. Entronce Signs to North Beoch-$449,000 o Smort Lighting Moster Plon - $200,000. Bondshell Reor Seoting - $188,000. Beoch Reslrooms-Reploce Reslroom Exhousl Systems (CRR Proiect) - $7,000 South Pointe RDA (Pre-Miomi Dode County lnterlocol Agreemenl Fund/MDC-ltA). lst SkeetAlton Rood to Woshington - $2,469,616o De[unding Flomingo 10G-6 Slreet ROW lmprovements, which is now o port of the Flomingo Pork Neighborhood projecl- $2,469,616. South Beoch Pedeskion Zones' $650,000 South Pointe Copitol Fund. lst SkeerAlton Rood to Woshington - $4,500,000o Defunding Flomingo l0G-6 Streel ROW lmprovements, which is now o port of the Flomingo Pork Neighborhood project- $4,500,000o South Poinle Pork-Fire Alorm Renewol (CRR proiecl) ' $35,000 Woter & Sewer Copitol Pr.oie<ts Funded by Qperolions Fund . DERM & EPA Consent Decree (sonitory sewer evoluotion survey) - $500,000. Woter Pump Slotions lmprovements ' $ I ,000,000. Wostewoter Monhole Rehobilitotion - $ I ,500,000. Sewer Pump Stotion Odor Conkol Systems-$850,600. Sewer Pump Stotion #18 lmprovements - $700,000. Public Works Focility-Woter Stotion Roo{ Replocement (CRR Proiect) - $30,000 Woter & 5cwer Bonds . Woste Woter Slotions Rehobililotion - $4,500,000. scodo ond P[c sysrems - $1 ,625,250o Defunding Sunsel Horbour Pump Slotion Upgrodes projecl, os no odditionol funding is needed - $ I ,l 90,983 o Woter & Wostewoler Moins ond Rehob - $ I 7,000,000 Storm Wotcr Bonds. I st SkeefAlton Rood to Woshinglon - $ 1 Z, I 0l ,l 25r Scodo ond PIC Systems- $1,625,25Oo Bioswole Pilot Project {59th Skeet West of Alton) ' $850,000 Miomi-Dode Counly lnler-tocol Agreement (Storm Wo- terlGenerol Copitol Proiects) f undr Flomingo Neighborhood - $300,000r Polm & Hibiscus lslond Enhoncement - $1,293,847. Cityvide Seowoll Rehob - $5,000,000 Storm Woter Copitol Not Bonds. Storm Woter Outfolls ' $2,000,000o Droinoge System Woter Quoliry Pilot - $500,000 tonitotion Enterprise Fund I7th Skeel GorogeReconfigurotion of Sonitotion Areo (CRR Proiect) -$200,000 o .a ConYenlion Center Operoting Fund . Convention Center Pork lFitness Areo) - $21 2,000 RDA Goroge fundo Anchor Goroge-Fire Alorm Replocement (CRR Proiect) $ r 20,000o Anchor GorogeReplocement o[ Stoirwell Doors (CRR Proiect] - $27 .000. Anchor Goroge-Renewol of lnlerior Floor Droinoge Piping {CRR Proiect) - $30,000 Penn Goroge Fundo Penn Goroge-Seoling o[ Superstructure (CRR Proieci) $25,000. Penn Gorogelnterior Surfoce Reslorolion {CRR Proiect) $es,000 Porking Bond. Goroge-license Plole Recognition Comeros - $463,205 Porking Copitol Not Bonds. 72nd Street Recreolion Center (GOB Proiect) ' $ I 0,471 ,7. Gorogelicense Plote Recogni,ion Comeros - $391 ,795. 42nd Street GorogeDispofch Areo Exponsion (CRR Proiect) , $ I 00.000 . l2th Street GorogeElevotor Replocemenl {CRR Proiect) $2so.oo0. l2th Street Gorog+Roof Renewol (CRR Proiect) - $64,000o 1755 Meridion Avenue-2nd Floor Porking Office Security Enclosure {CRR Proiect) , $35,000. I Zth Street Goroge-Roofing Repoirs (CRR Proiect) - $30,000. lTth Street GorogeGenerotor replocement (CRR Proiect) - $ r 20,000 . 42nd Streef GorogeGenerotor Replocemenl {CRR Proiect} - $71 ,000. 42nd Skeel GorogeReplocement o[ lnterior Droinoge Pipes (CRR Proiect| - $34,000. Citywide Porking lots'Seol Cooting (CRR Prolect) - $ I 00,000 . Citnvide Porking Lot lmprovements (CRR Proiect) - $ I 50,000 . I 3th Street Porking Goroge Elevotor (CRR Proiect) - $ 1 40,500 . Deoppropriolion of funding remoining within the I7th Street Porking Goroge Elevotor proiect, os it will be completed with sovings (CRR Prolect) - $140,500 Communicotions Fund ',?'JTii['.,'l']l,ff].]i: ;Ji;'i:; :ril#".J;"O dollors- $1 ,433,728 106 Miomi-Dqde County lnterlocol - Convention Develop- ment Tqx or Resort fqx Eligible Fund . Beoch Storoge Areo Enclosure (CRR proiect) -$1/0,000 CAPITAL AND DEBT Fleet Monogement Fund c FY 2020 Generol Fund Vehicle/Equipment Replocemenr- $7,468,000 Community Development Blo.k Gronr (CDBG) o Biscoyne Beoch House Affordoble Housing property ot 795 81 st Streer) - $396,037 (odded bosed on opprovol of the FY 2020 CDBG Ent;tlement Fund ollocotions opproved by Commission through Resolution 20I 9-308 I 2) 7th Strect Gorogco 72nd Streel Recreotion Center (GOB Proiect # I ) - $128,256 (odded per 7 / 19 /2019 FCWPC discussion) Homo lnvestment Portnership Progrom (HOME). Biscoyne Beoch House (Affordoble Housing property ot 295 8 1 sl Street) . $271 ,000 {odded bosed on opprovol of the FY 2020 HOME Enlitlement Fund ollocotions opproved by Commission thror-rgh Resolution 2019-3081 2) Porking Copitol Not Bonds. 72nd Skeet Recreolion Cenler (GOB Proiect # 1 ) - $1O,471 /04 {odded per 7 / 19 /2019 FCWPC discussion) Copirol Proiecrs Finonced by Othcr Funds. Added $20,000 to the Sunset lslonds l&2 Guordhouse proiect to increose the budgel bosed on odditionol Homeowners' Associotion contribirtion for orchitecturol ond engineering services reloled to this proiecl Poy-As-You-Go (PAYGO) Fund o Removed FY 2020 ond FY 2021 progrommed omounls for the Flomingo Neighborhood Reforeslotion proiect, the Noulilus Hurricone Re[orestotion proiect ond the Loke Poncoosl Reforestotion proiecl, os these oreos will be covered within project #68219 - GO#33 Street Tree Moster Plon funding e omi-Dode County lnter-Locol Agreement (Storm Wotcr/Generol Copitol Proiects) Fund Reploced $7,000,000 of recommended funding for lndion Creek Streel Droinoge lmprovements, in FY 2020, wilh $5,593,058, in FY 2019, bosed on opprovol of the 8th Copitol Budgel Amendment ol the July 3 1 , 2019 Commission meeting vio Resolution 2019-30929 Added $1 ,293,847 lo the Polm & Hibiscus lslond Enhoncement proiect in order to fund the exponded scope of the proiect to provide droin inlels within quolifying properties on both Polm & Hibiscus lslonds. Porking Copitol Not Bonds. Tronsferred $ 140,500 from the 42nd Slreet Goroge Elevotor Replocement proiect to the I 3th Skeet Porking Goroge Elevotor proiect, os the l3th St. proiect is in in need of odditionol [unding ond the 42nd Street proiecl will be compleled wilh sovings. l07 ,! I t( \h CAPITAL AND DEBT The Copitol Budget for FY 2O2O totols $88, I 7l ,5 1 6 ond will be opproprioled on October I , 201 9 when opproved by the City Comrirriof Proiects will oddress mony needs in different oreos of the City including: neighborhood enhoncements such os londscoping ond sidewolk restorotion; koffic colming; roodwoy ond bridge resurfocing ond reconslrr..rclion; woler, sewer, ond droinoge syslem improvements; pork conskuction, renovolions ond upgrodes; renovotions o[ seowolls; porking lol ond goroge renovotions, conslruclion/renovotions of public focilities; ond vehicle replocement. The following tobles summorize the copitol expenditures by [unding ond progrom source. 31 ,460,117Utiliries Streets/Sidewolks/Slreetscopes 20,216,972 Porking Goroges r 2,683,000 7 ,038,7 18Equipment Seowolls 5,000,000 Renewol & Replocemenl 2,942,000 2,67 5]70Porks Tronsil/Tronsportolion 2,291 ,825 Bridges I,t3t,077 Generol Public Buildings 87 5,037 Skeet Lighting 600,000 GolI Courses 545,000 250,000Porking lots Environmenlol 250,000 Convention Cenler 2 r 2,0001 Tolol Proposed Appropriolions os of e/3o/19 PROGRAM FY 2020 88, I 7l ,51 6 21.934,267Woter & Sewer Bonds Stormwoler Bonds 2017 19,576,37 5 Porkino Copitol Not Bonds 11 ,8t7,A99 7 ,468,000Fleer Monogemenl Slormwoler Proiecls . MDC ILA 6,593,847 Woler & Sewer Copitol Proiecls 4,580,600 3,227,257Poy-As-You6o Slormwoler Coprlol Proiech 2,500,000 Resort Tox lozo - Mid Beoch Quolity o{ [i[e 2,298,590 1 ,429 ,OOOResorl Tox I %- Nodh Beoch Ouolily of Life r,!14,000Resorl Tox l% - South Beoch Ouolity of Life Coprlol Proiecls Nol Finonced by Bonds 1 ,270,000 Copitol Renewol & Replocement 902,000 650,000Soulh Pointe RDA Locol Option Gos Tor 5!0,000 Porkino Bonds 2010 463,205 4a8,625Tronsporlolion Communrny Development Block Gronl 396,O37 7th Street Goroqe 337,296 271 ,000HOME lnvesl Porlner!hips Progrom RDA Ciry Cente. Renewol & Replocemenl 214,619 Convenlion Cenier Proiecls 212,OO0 Holl Cent Ironsit Surtox 204,204 200,000Sonilolion Proiecis RDA Goroge (Anchor)\ 77 ,OOO 170,000Miomi Dode County lnterlocol CDT/RTAX Non-TlF RDA r 53,38 r Pennsylvonio Ave. Goroge r20,000 Soulh Pornle Copilol 35,000 | ,a32,282Communicolions Ioool Proposcd Appropriotionc os ol 9/30/1 9 FUNDING SOURCE FY 2020 88,t7t,5t6 r08 o o Ihe FY 202G2024 Copitol lmprovement Plon by Funding Summory (Attochment A) sorls the proiects in the FY 2020 - 2024 CIP ond FY 2020 Copilol Budgel by funding source (revenue). As seen in ihe following groph, the Woter & Sewer Bonds bring in the lorgest portion (25%) o[ revenue for FY 2020 copitol proiects, followed by Storm Woter Bonds ot 23%. tY 2O2O SOURCES OF FUNDS: $88.2 i lttlON II I - . Woter & Sewer Bonds r Stormwoter Bonds 2017 Porking Copitol Not Bonds . Fleel Monogement - Slormwoler Proiects - MDC ILA . Woter & Sewer Copilol Proiecls r Poy-As-YouGo . Stormwoier Copitol Proiects . Resod Tox I % - Mid Beoch Ouolity of tife . Resorl Tox I % - North Beoch Guolity of tife . Resort Tox l% - South Beoch Ouolity of Life . Copitol Proiects Not Finonced by Bonds - Copitol Renewol & Replocemeni r South Pointe RDA Locol Option Gos Tox o 109 CAPITAL AND DEBT 8v" 5.,L 147" 127" 25"/. 237, The FY 2020 - 2024 Copirol lmprovement Plon by Progrom {Anochment B) sorts the proiects in the FY 2020 - 2024 CIP ond FY 2020 Copitol Budget by Progrom (expenditure). The lorgest proposed investments ore in ulilities 136%), followed by streets/sidewolks/streetscopes ot 23"/". o o FY 2O2O CAPITAI BUDGET: $88.2 MltttON rrI -- . Utilities r Streets,/Sidewolks/Streetscopes Porking Goroges 'EquiPment . Seowolls , Renewol & Replocement . Porks r Tronsit/Tronsporlolion . Bridges r Generol Public Buildings r Skeer lighring r Golf Courses - Porking lots . Environmentol Convention Center 0 o CAPITAL AND DEBT 23% t4% 67" 31" 7v. 367" Proiect Highlights By Progrom Areooarl in Public Ploces (AiPP) The Art in Public Ploces (AiPP) Ordinonce {Ordinonce No. 95- 2985| wos odopted in 1995. The Ordinonce wos creoted lo "enhonce the oeslhelic environment of lhe City of Miomi Beoch by including works of orl on public property within fhe City ond in City construction projects." The AiPP Ordinonce wos omended in Moy 2004 to clorify lhe definition o[ terms lor eligible conskuclion projects for funding, os well os the policies ond procedr..rres for oppropriotions. The AiPP Guidelines were olso odopted by the City Commission ot thot time. The AiPP progrom is curren y funded by 1.5% of oll hord costs o[ City proiects, including new conskuction, odditions, ond costs for construction o[ ioint privote/public proiecls. The fund is used for lhe commission or ocquisition of works of orl; conservolion ond moinlenonce of works o[ ort; reseorch ond evoluotion o[ works of orl; printing ond distribulion ol reloted moteriols; ond odminislrotion. The City Commission will be voting on proposed omendmenls to the Art in Public Ploces Ordinonce ot the September I I , 2019 Commission meeting. The omendment to the current ordinonce eil:""#fl:rie definition o[ " citv conskucrion Proie(t" to beochwolks, skeelscope beoulificotion projects (resurfocing, curbs, guhers, povers, sidewolks, londscoping, lighting, bus shehers, bus benches, street furniture, signoge ond similor obove ground improvemenls); omend the dollor threshold therein from $ 500,000 to $ 250,000 for the proiects subiect to the provisions of Art in Public Ploces; ond omend the omount to be opproprioted to Art in Public Ploces from not less thon I. 5 percent, to not less thon 2 percent. Bridges Bridge repoir proiects ore prioritized ond funded bosed upon inspections by the Florido Deporlmenl of Tronsportotion, which ensures the sofety of oll bridges stotewide. Other foctors ore olso considered when determining the condition of o bridge, such os its lood copocity. h is the City's responsibiliry b ensure thot bridges ore repoired in order to be sofe for the motoring public. Pedeskion bridges ore olso included in this cotegory, which is the City's responsibility to mointoin. O" On*r"o, FY 2020 Copitol Budget oppropriotes g706,077 for Citywide Bridges, beginning with the lowest roled bridge ol TZth Skeet over Biscoyne Point Conol ond $425,000 for pointing ond lighting of bridges in North Beoch. Prior Yeors include $7. 1 million for the West Avenue Bridge over Collins Conol; $1.2 million for Pointing ond [ighting of Bridges in Norih Beoch; $480,000 for the 4lst Skeet Bridges Repoir; $280,000 for Citywide Bridge Repoirs ond $180,000 for the Lighling ond Pointing of the Slst Skeet Pedestrion Bridge. Future [unding needs include $4.3 million for repoirs of bridges citywide. Convention Center The Miomi Beoch Convention Center {MBCC) hos been o significont foctor in lhe economic impoct of Miomi Beoch ond the greoter Miomi'Dode County for over fifty yeors. lt served os the site where Cossius Cloy lloter known os Muhommod Ali) defeoted Sonny [iston lor his first Heovyweight Chompionship of the World in 1964. ln 1968, the Miomi Beoch Convention Center hosted the Republicon Notionol Convention ond more thon 20,000 delegotes; while in 1972, more lhon 45,000 delegotes visited the focility during bolh the Republicon ond Democrotic Notionol Conventions. Since the 1989 MBCC renovotion, :igni[icont chonges hove token ploce in the convenlion ond trodeshow indusky. The number of evenls, ofiendonce, ond spoce needs hove increosed on on onnuol bosis industry-wide. The economic impocl of the convention ond kodeshow hos olso increosed over lime. Mony cities hove responded to ihis indusky growth by increosing the size o[ their convenlion cenlers ond by odd;ng omenities such os increosed meeling spoce, odditionol porking, generol session spoce, vorious technologicol omenities, ond reloted feotures in on efforl lo oddress indusky trends. Chonges in how o compelilive hotel pockoge ond culturol offerings ore viewed by evenl plonners hove olso led to significont development in oreos odiocent lo the convention center in moior morkets throughout the country. Lorge heodquorter holels hove been developed, ond efforls lo creote wolkoble reslouront/retoil environments surrounding convention cenlers hove olso been underloken. The primory obiectives o[ the mosler plon proiect ore improvements lo the MBCC ond redevelopment o[ its surrounding l]t CAPITAL AND DEBT Prior Yeors include $8.3 million in funding for the Miomi Beoch Convention Cenler, Fire Stotion #2, Flomingo Pork, Lummus Pork, ond Soundscope Pork. Originolly built in 1952, the MBCC encompossed 108,000 squore feet. ln 1968, on odditionol I 30,500 squore feet of exhibit spoce wos odded, with odditionol support locilities subsequently conslructed in 1974. ln 1986, os the demond for exhibition spoce increosed, the fociliry underwent o $92 million renovotion ond doubled in size lo its current footprint. The exponded MBCC opened in 1989. At thot time, o moster plon wos olso developed lor lhe convention center complex. Since lhot time, the focility hos received over $50 million in continuing upgrodes, including complele renovotions of oll reslrooms, [ull corpel replocement, ond instollotion o[ o stote-of-the-orl lelecommunicotions ond networking inkoslructure. CAPITAL AND DEBT A reporl prepored by Convention Sports & teisure (CSt) commissioned by the Greoter Miomi Convention ond Visitors Bureou (GMCVB) determined thot the MBCC sholl serve os the region's convenlion center given its geogrophic drow, ond no new focility should be plonned elsewhere in Miomi'Dode County. The report further determined thot improvements to the MBCC, including o multi-purpose generol ossembly/bonquet holl, should be mode lo increose its morketobility ond ottroct high€nd convenlions. The exponsion ond renovolion o[ the exisling MBCC includes on exponsion to 1.4 million squore [eet, lhe re-orientotion o[ the four exhibit holls, [o9ode modi[icotions, two seporote looding docks on opposite ends of the building with 32 dock spoces, sile improvements olong the conol ond roodwoys, the oddition of o Grond Lobby, 1 Grond Bollroom ond 4 iunior bollrooms, including the roohop 'Sunset Visto Bollroom', 10,000 squore foot produclion kitchen, l.6l miles of [iber optic cobling ond 480 miles o[ copper wiring lo support lT communicoiions, 84 meeting rooms wilh free Wi-Fi, ond 800 porking spoces locoted on the roof. The new MBCC re-orienb the holls in on Eost/West direclion wilh the primory occess from Convention Cenler Drive, olthough Woshington Avenue will serve os o secondory meons of entry. The proiect includes substontiol improvemenls to the north of the property. The new oddition ol the northern po+ion of the property feotures on enclosed ground floor porking oreo ond kuck looding ond delivery oreo. Above this is the muhi-story Grond Bollroom, offering two outdoor polios spoces, with views o[ the beoutilied 3.8 ocres of Collins Conol Pork thot spons olong Collins Conol ond feotures the restored historic Corl Fisher Clubhouse, with o completion dote of November 2019. This oddition will creote o new internolized looding oreo ond includes two helix romping entronce occesses to the roof level porling. The Woshinglon Avenue elevotion will be predominotely pedestrion in noture with the eliminotion ol the visitor dropoff ond cob cueing oreos. The slreelscope modilicotions hove included o green edge olong the ovenue with notive shode kees to promote o more pedestrion friendly experience. Convention Center Drive becomes lhe moin occess point for vehiculor occess ond for the visitor ond shored ride dropoff o.eos. Modificotions include o new medion olong Convenlion Center Drive ond l9th Street creoting o more sophisticoted streetscope ond o more celebroted boulevord experience. The Collins Conol Pork wolk will be substontiolly improved ond will creole o softer northern edge to the MBCC, with o continued poth storting ol the Holocoust Memoriol, continuing through the Bolonicol Gordens, into Collins Conol Pork ond ending ot the Boss Museum ond Collins Pork to connect multiple green spoces ocross muhiple city blocks. The project olso includes sizeoble Art in Public Ploces instollotions including pieces by six internotionolly recognized orlists such os ;)"1,fi :',"lfJ,'"::ilii::51i:',::i,J:,1:ll:,I1,';i0 this collection is lhe lorgest colleclion of single curoted public ort in the United Stotes. The MBCC is now substontiolly complete ond welcoming new ond repeot business utilizing oll four exhibit holls. Art Bosel 2018 welcomed its highest number of oflendees ond the focilities first golo'the Boptisl Heolth Golo, wos one o[ the lorgest golos in Miomi'Dode ond received occolodes from locol ond regionol influencers. On July 25, 2018, Resolution 2018-30438 wos possed ond odopted by the City Commission. This resolution colled for o speciol election on November 6, 201 8 for the purpose of submitting to lhe electo.ole o[ the City of Miomi Beoch, o bollot question regording o 99-yeor leose o[ o 2.6{cre property to MB Mixed Use lnvestmenl, LLC, requiring the conslruction/operotion of on 800-room hotel connected lo the Convention Center per Resolution 2018-30425. The properly is locoted ol lhe norlheosl corner of lZth Streel ond Convention Cenler Drive. On November 6, 201 8, the citizens of the City of Miomi Beoch voted in fovor of the MBCC Hotel. Fhe development of the hotel hos been opproved by lhe Design Review Boord ond is prepored for the officiol ground breoking in 201 9. il['.31J.1, 5il :;j:rHl [",]T:'2 f['#ll3:t o[ the net operoting profits o[ the cotering ond F&B operotions ot the MBCC (ofter poyment of oll operoting expensesl, ond 12) exlended the term o[ the City's ogreement with Centerplote lo on odditionol two yeors. During FY 2019, significont bookings secured for future yeors include: Million Dollor Roundtoble, SuperCon, Notionol Automoled Cleoring House Associotion -The Electronics Poymenls Associotion (NACHA) Americon Society for Aesthelic Ploslic Surgery, Associolion O[ The Nonwoven Fobrics lndustry ond the Miomi Auto Show. The One-Yeor FY 2020 Copitol Budget totols $212,000 for Convenlion Cenler Pork (Fitness Areo). Prior Yeors include $615.4 million for lhe Convenlion Cenler Renovotion; $9.2 million for the Convention Cenler Pork; $3.9 million for the Corl Fisher Clubhouse renovotion; $771 ,000 [or the Convention Center Goroge Equipment ond $600,000 for legol, consulting, ond resident'surveying services reloted lo o Convention Center hotel. 112 o Convention Center Cont'd oreo thot ore supporled by morket demond ond ore necessory lo focil;tote the obility of fie MBCC to ottroct high impoct conventions ond kodeshows in on increosingly competitive environment. CAPITAL AND DEBT Proiect High ights By Progrom Areo Cont'd o Environmentol Environmenlol projects in the CIP cover o ronge of projects including beoch occess gotes, conol enhoncement proiects, tidol flooding mitigotion, lighting for the bopvolk, recreotionol greenwoys, ond remediolion. The OneYeor FY 2020 Copitol Budger provides $250,000 in [unding for surveying ond permitling costs reloted to the Woterwoy Restorolion G.O. Bond proiect. Prior Yeors include $2.2 million for the Middle Beoch Recreotionol Corridor Phose lll; $ 1 .1 million for Mourice Gibb Pork soil remediotion; $386,000 for Boywolk Phose 2; $310,000 for the Boywolk from loth lo l2th Street; $ I I I ,000 for FleetMonogemenl Focility Remediotion ond $30,000 for the Loke Poncoosl Mongrove Plonter lformerly known os the lndion Creek living Shorelinel. Future funding includes $6.0 million in G.O. Bond lunding for the Woterwoy Reslorqlion project ond the Loke Poncoost Mongrove Plonter in the omount o[ $ ] ,450,000, which is progrommed lor tY 2021 . J,ip,"nt The copitol equipment section o[ lhe CIP includes he purchose of mojor copitol equipment, including property monogemenl, fleet, lighting, ond informotion technology equipmenl reloled ocquisilions. The OneYeor FY 2020 Copitol Budger funds $7.5 m;ll;on for onnuol vehicle/equipmenl replocemenl; $903,000 [or Security Comeros on Beochwolk {23rd to 46th St); $ 100,000 for the Smort Building Automotion Syslem ond defunding o[ the Public Sofety Rodio & Viper system omounling to $1 ,432,282, which hos been funded by the G.O. Bond. Prior Yeors include $10.6 million for Fleet vehicle/equipment replocement; $12.1 million for the Public Solety Rodio System (G.O. Bond proiectl, ond other moior proiects such os $2.8 million for Convention Center FF&E; $ I .9 million for License Plote Reoders (G.O. Bond proiect); $ 1 Z million for replocement o[ the Permits Plus Softwore; $ ] .5 million for comeros in the Entertoinment Diskict (G.O. Bond proiect); $825,000 for Comeros in the Business District {G.O. Bond proiect); ond $400,000 for comeros on fie Beochwolk lG.O. Bond proiect). An odditionol l5 miscelloneous proiects totoling $2.3 million were olso funded within this progrom. Generol Public Buildings The One'Yeor FY 2020 Copilol Budget includes $667,037 in lunding necessory for repoirs ot the Biscoyne Beoch offordoble housing property thot wos ocquired by the City in FY 2019; $ I 88,000 for North Shore Bondshell Reor Seoting ond $20,000 in odditionol fr-'nding for the Sunset lslonds l& 2 Guordhouse. Prior Yeors include $7.5 million for the Boss Museum spoce exponsion; $7.0 million for Fire Stotion # I {G.O. Bond proiect); $2.7 million for the Morine Potrol Focility lG.O. Bond project); $ I .3 million for the Boyshore Green Woste Focility; $ L3 million for lotlie Aportments; $l I million lor Biscoyne Beoch oflordoble housing property; $1.0 million for Norfi Shore Pork Restrooms; $648,225 for Sunser lslonds 1&2 Guordhouse; $668,000 for rhe North Shore Bondshell Conopy, $553,467 for the North Beoch Yord ond $829,898 for 3 miscelloneous projects. Future progrommed funding includes $5.3 million lor creoting o Public Works focility ot o vocont/unused pump stolion; $ ) million lor Greenspoce Focility Renovotion, $3]0,000 for North Shore Bondshell Reor Conopy, olong with luture tronches o[ vorious GOB proiects. Golf Courses Ihe City operotes the Miomi Beoch Golf Club ond the Normondy Shores Golf Club. The golf clubs ore funded from the Generol Fund with oll revenues generoted going to lhe City lo off-set operotionol expenditures ond debt service. The City's golf courses/clubs ore monoged ond operoted by Professionol Course Monogement (PCM) on beholf of the City. The OneYeor FY 2020 Copitol Budget totols $245,000 for the Miomi Beoch Golf Club Roof; $200,000 for the Miomi Beoch Golf Clr-'b Storoge Tonk ond $ I O0,OO0 for the Miomi Beoch Golf Course lrrigotion Pump House Renovotion. Prior Yeors include $5.5 million for renovotions lo the Community Pork (Por 3); $ I 24,000 for the Miomi Beoch Golf Course Proctice Tee Renovotion ond $65,000 for the BGC Golf Cort Stoging Areo proiect. Future funding needs include $5.0 million for the Miomi Beqch Golf Course Renovolion; $175,000 for the Normondy Shores Golf Club Roof; $80,000 for the Miomi Beoch Gol[ Club Driving Ronge Lighting project ond $50,000 for the Normondy Shores Golf Club Pumps. funding needs tolol $31.8 million for vorious proiects, rily reloted to vehicle ond equipment replocemeni needs.e;: 113 CAPITAL AND DEBT Monuments There ore numerous monuments throughout the City, with of mony of them being historic. ln 2009, the City conducled o comprehensive ossessment of necessqry repoirs. Prior Yeors include $279,000 for lhe Alton Rood Founloin ot 20th Skeet proiect ond $322,000 for the Flogler Monument Solor llluminotion projeci. Fulure fr-rnding needs include $350,000 for he Woter Tower Restorolion on Stor lslond ond $62,000 for o World Wor Memoriol. Porking, Porking Goroges, ond Porking Lots The City monoges ond operotes 67 surfoce porking lots ond 1 1 goroges. There is o lolol of 9,677 melered spoces both on- ond off- street ond 23 residentiol porking permil zones cirywide. The CIP progroms provide funding for on€oing mointenonce o[ locilities, which includes renovolion of porking lots thot ore onticipoted to provide odditionol porking spoces when complete. Prior Yeors lor the Porking Goroge/Porking progroms inch-rde $27.6 million for the Collins Pork goroge; $ 14.3 million for fie goroge ot Collins Avenue ond 13th Street; $4.0 million for 1Zth Street Porking Goroge Cooling; $3.8 million for Revenue Control Systems; $3.0 million for Penrods ot I Oceon Drive Porking toti $1.9 million for the l7h Sheet Goroge Roof ond Deck; $1.8 million for the l6th Skeet Goroge Roof ond Deck; $1.4 million for Goroge Security Comero System; ond 24 renewol ond replocemenl proiecls totoling $6.I million. The OneYeor FY 2020 Copitol Budget includes $10.6 million lor the 72nd Street Pork ond Porking Structure; $855,000 for Goroge License Plole Recognition Devices; ond i8 renewol ond replocement proiects totoling $ L5 million. Future fundlng needs for the Porking Goroge progrom totol $32.2 million for vorious projects. Po rks The City moinloins the oppeoronce of the gotewoys lo the City, oll municipol porks, buildings, grounds, ond Citycontrolled medions, swoles, ond londscope oreos, including monogement of the City's urbon forest ond fie londscope moinlenonce conlrocls for the entire City's porking focilities. The One-Yeor FY 2020 Copitol Budget for Porks totols $2.7 million ond includes $1.25 million for the North Beoch Oceonside Pork redevelopment; $857,680 for Polo Pork to fund sports lighting ond creote o muhi-use soccer field; $250,000 for Super Bowl londscoping ond pork improvements; $ I 68,090 for lndion Beoch Pork ployground exponsion, ond $150,000 for Beochwolk tree wells from l4$ 1o 22nd Skeel Prior Yeors funding for multiple open proiects tolol $ I 49.8 million ond inc[-,des moior proiecrs such os $I7 9 million for Flominoo^ :;* ": :' J., I li u J:; [:,!: H r i',#',,3,1li JJ ; I J"l million for 72nd Streel Recreolion Center. Prior Yeors olso includes I 5 other G.O. Bond pro jects totoling $41 .2 million ond 38 other proiects totoling $47.6 million. Future funding needs reflect lhe fiveyeor copitol plon for the Porks deporlmenl in oddition lo lutu.e tronches lor vorious GOB projecls. Renewol ond Replocement Prior to FY 2005, the City mode significont investment in the routine mointenonce of ils ossets, os well os funding mojor copitol proiects bringing online miles of sidewolks ond curbing, odditionol streetlights, new porks ond pork focilities, new Fire stotion focilities, etc. However, mointenonce of the copitol investments competed with Generol Fund services ond routine moinlenonce with the result thot funding levels did not provide for mojor copitol renewol ond replocement projects. As o result, these projects often were deferred mony yeqrs beyond the useful Iife of the copitol componenl requiring replocemenl or renewol. ond in some coses.-, unrr rne Pornr wnere on enrrre coPrror prolecr,roa.aqr'r"o r! moior improvements. To ensure thot renewol ond replocement of Generol Fund ossels were funded ond oddressed when needed, in FY 2005, the City of Miomi Beoch esroblished o dedicoted milloge for renewol ond replocemenl funding to be used for copitol projects thot extended the useful life of the City's Generol Fund ossels lo be used exclusively to provide for renewol ond replocement of copitol items reloted to focilities ond infrostructure over ond obove rouline moinlenonce. The following reskictions regording the fund were estoblished ot the lime lhot the dedicoted funding wos creoted: Proiecls must meel the lollowing criterio {or [unding: . Extend the useful lile of o City of Miomi Beoch Generol Fund ossel by ot leost 5 yeors with o lhreshold volue o[ ot leost $25,000; for exomple, the.eplocement o moior componenl of the osset such os roofs, HVAC systems, eleckicol systems, fire olorm systems, sprinkler systems thot due to significont deferiorotion would constroin the remoining useful life o[ he osset, OR. Significontly reduce [uture mointenonce cost over the remoining life of the osset providing for o reduction in future mointenonce costs lhot ore greoter thon the cost ,,r" ,.r.ro."5ta"mmission moy outhorize odditionol ,rO of the fr-'nds for unforeseen or unonticipoled events oflecting - life, heolth, property or public sofety subiect to o fivesevenths 15/7) vote 4 FY 201 2 wos the first yeor thol new ond existing copitol renewol ond replocemenl proiecls were included in he CIP ond Copitol Budgel. Proiect Highlights By Progrom Areo o newol ond Replocement Con't Appropriotion o[ project specific expenditures hom the Generol Fund Copitol Renewol ond Replocement Fund sholl be included in the City Monoger's onnuol proposed budget, to be opproved by the Moyor ond City Commission onnuolly during the City's second public heoring on the budget lnleresl eornings lhol occrue in the Generol Fund Copitol Renewol ond Replocement Fund sholl be included in the oppropriotion for the Fund in the following liscol yeor Chonges omong project specific oppropriotions moy be outhorized by the City Monoger lo lhe extenl thot no new proiects ore odded ond the totol onnuol ollocotion is not exceeded During o fiscol yeor, chonges to the totol ollocotion ond chonges to lhe list of proiects to be funded from the Generol Fund Copitol Renewol ond Replocemenl Fund sholl require prior opprovol ond outhorizotion by o moiority of the City Commission. Excess projecl specific opproprioiions not required will be ovoiloble for reoppropriotion the following yeor Proiect specilic opproprioiions thot ore not expended in o given fiscol yeor sholl remoin in the Generol Fund Copitol Renewol ond Replocemenl Fund for the life o[ $e proiect Seowolls The City of Miomi Beoch is port o[ o borrier islond ond seowolls perlorm on importonl function in improving woter quolity ond protecling uplond skuclures such os roods ond ulilities. The OneYeor FY 2020 Copitol Budget totols $5.0 million, with $5.0 million progrommed onnuolly lrom fY 2021 to lY 2024. Prior Yeors funding for multiple open proiects tolols $28.3 million ond includes $8.0 million for Seowolls & Shorelines throughout the City lG.O. Bond project); $5.5 million for enhoncements ot Collins Conol, $2.6 million lor seowoll repoir by the Fleet Monogement focility, $ 1 .8 million for the Convenlion Center Drive lo Woshington proiect, $ 1 .7 million for the Biscoyne Boy Slreel End projeci (Phose 2), ond $ I .6 million for the Dode Boulevord - Woshington Avenue projecl. Prior Yeors olso includes l3 other proiecls lotoling $7.2 million. Street/Sidewolk/Streetscope lmprovemenls Proiects within neighborhood oreos ore combined to creote o single proiect thol oddresses the neighborhood needs for inlrostructure upgrodes lincluding upgrodes to underground woter, sewer ond storm woter infroslructure), koffic flow improvemenis, skeet lighting, ond londscoping enhoncements. The One-Yeor FY 2020 Copitol Budget totols $20.2 million, primorily for the I sl StreetAllon Roqd b Woshington proiect totoling $24.07 million, offset by $6.92 million from the delunding ol Flomingo I0G6 St. ROW lmprovemenls proiect, which is now o port of lhe Flomingo Pork Neighborhood project. The FY 2020 budget olso includes $1.29 million in increosed funding lor the Polm ond Hibiscus lslond Enhoncement proiect ond $727,Q00|or lndion Creek Londscoping ond lrrrgotion. Prior Yeor oppropriotions for open proiects totol $429.2 nillion ond include severol key proiects such os Wesl Avenue, Venelion Neighborhood-lslonds, Polm ond Hibiscus lslond, Lincoln Rood Woshington Ave to lenox Ave, Boyshore Neighborhood, City Center Commerciol Dishict BPgB, ond Boy Rood. Future [unding needs totol $667.3 million inclusive of future tronches [or vorious GOB proiecls. Qlff x.lr"; il",li:."#;'[3,:'Ii:",,T::'":i,;:;::J: ot leost once every live yeors lo determine current needs os well os projected replocement doles for oll mojor componenh. A Focility Condition lndex Roting lFCl) is ossigned to eoch focility bosed on the lotol volue of existing requirements divided by lhe currenl replocemenl volr-re of the building. Bosed on industry stondords rotings ore ossigned os {ollows: 0.00 to 0. l0 O.llto0.2l 0.122 to O.32 Greoter thon 0.33 Excellent Foir Poor Focilities thot hove high publlc usoge hove o gool of "Excellent," while oll other focilities hove o gool o[ "Good." Renewol ond replocement proiects for focililies thot ore nol supported by the Generol Fund ore funded from ovoiloble cosh bolonces in their respective lnternol Service or Enlerprise Funds, e.g. Fleel, Sonitolion, Property Monogement, Woter, Sewer, Storm Woter, Porking, ond Convention Cenler. City Center Redevelopment Areo {RDA) proiects ore funded lhrough lhe City Center RDA budget. The current dedicoled milloge of 0.0235 mills {some os in FY 201 9} is proiected to qenerote $768,000 for the Generol tund Copitol e:::[ t',!:1 ff :t"J]f , ff ::', i;;: :,]:t,its:; for non-Generol Fund Renewol ond Replocement Proiects. The OneYeor FY 2020 Copitol Br-rdget hos l8 proiecls totoling $2.9 million. Prior yeor oppropriolions lotol $25.0 million. il5 CAPITAT AND DEBT Street Lighting lmproving lighling throughout the City consistenl with Lighling ond Crime Prevention Through Environmentol Design (CPTED) principles wos prioritized during ihe FY 2016 budget process. The One-Yeor FY 2020 Copitol Budget torols $600,000 for o Smort Lighting Moster Plon, with $600,000 progrommed eoch yeor in the future. Prior Yeors include $5.0 million for Skeet Lighting lmprovemenls lG.O. Bond proiect); $ 1 .9 million for the Smort lighring Moster Plon; $1.6 million for Streetlight lmprovements; $665,625 lor Beochwolk lighring Rekofilj $450,000 for Civwide Porking Lor Lighting; $ I 68,060 for Aluminum Skeet Lighling Pole Replocement; $148,779 for the 5th Skeet Flyover lighting ond $139,000 for Normondy lsle-Morseille Lighting. Other luture funding needs include $12.5 million eoch yeor, beginning in FY 2022, for Street Lighting lmprovements; $600,000 eoch yeor, beginning in FY 202l ,lor the Smort Lighling Mosler Plon, olong wilh fulure lronches o[ GOB projects. Tron sit,/Tro nsportotion The Ciry is responsible for the monogemenl o[ tronsporlotion ond troffic engineering services, including coordinotion wilh the County for the provision oftronsil service; coordinotion ond [unding o{the South Beoch locol, the mosl successful bus circulotor in the County; design ond implementotion of troffic mobility improvements; coordinotion o[ the shored-bike progrom; ond implemenlolion o[ the Bikewoys Mosler Plon. Along with, ond reloted to growth monogement, koffic flow conlinues lo be one o[ our community's moior concerns. The OneYeor FY 2020 Copitol Budget totols $2.3 million, which primorily includes $650,000 for South Beoch pedeskion zones; $540,000 for Alton Rood ond l6th Street inlerseclion improvements; $449,000 for entronce signs to North Beoch ond $448,625 for the North Beoch Neighborhood Greenwoys- Phosel. Prior Yeors include $42.5 million for the Tronsportotion Copitol lnitiotive ond $18.8 million for the lntelligenl Tronsporlolion System. An oddilionol 24 proiects totoling $14.9 million were olso funded within this progrom. Future funding needs totol $17 .2 million inclusive of future konches for vorious GOB projects. Uriliries The City is responsible lor the mointenonce ond operotion of the woler ond sewer syslem thot provides relioble ond high quolity woter ond o.elioble sonilory sewer system thot prolects public heohh ond sofety; ond complies with oll federol, stole, ond locol regulolions. The City purchoses wholesole woter from Miomi-Dode County for diskibution within the City ond the City olso operotes ond mointoins lhe storm woter collection ond conveyonce syslem thot protects public heolth ond sofety ond complies with oll federol, stote, ond locol regulotions. The OneYeor FY 2020 Copilol Budget lolols $31.5 million ond includes $ I 2.0 million for Woter ond Woslewoter Moin Rehobilitotion; $4.5 mlllion for the woter meler replocement progrom, $3.25 million for SCADA ond PLC systems; $2.0 million for Storm Woter Outfolls; $l.5 million for Wostewoter Monhole Rehobilitotion; $ 1 0 million for Woter Pump Stotion lmprovements; $850,000 for Sewer Pump Stotion Odor Control; $850,000 for the Bioswole Pilot Proiect ot 59lh Skeel ond Alton Rood; $700,000 for Storm Woter Pump Stotion # 18 lmprovements; $500,000 for DERM & EPA Consent Decree, ond defunding of the Sunset Horbour Pump Stotion Upgrodes omounting to $ L I 9 million, os no further Storm Woler funding is required ot this time. o o I t6 o CAPITAT AND DEBT Future funding needs totol $245.3 million for vorious proiecls. CAPITAL AND DEBT r.il noncrng !r"-, copitol linoncing tronsoctions ore reflected in the CIP including: Generol Obligotion Bonds, Storm Woter Revenue Bonds, Woter ond Sewer Revenue Bonds, Gul[ Breeze Loons, ond on Equipment Mosler Leose- ln 1995, the City issued $59 million in Woter ond Sewer Revenue Bonds. ln 1997, the Ci\, poid $ 15 million for the 1996 outhorized Generol Obligotion Bonds to construcl, renovole ond rebuild porks ond recreolion focilities within the City's pork system. ln 2000, the Ciry issued the initiol $30 million of the outhorized $92 million 1999 Generol Obligotion Bond. These lunds were issued lo expond, renovote, ond improve fire stotions ond reloted focilities; improve recreolion ond moinlenonce {ocilities lor porks ond beoches; ond improve neighborhood infrostructure. ln 2000, the City olso issued $54,3I0,000 in Woter ond Sewer Bonds ond $52,170,000 in Storm Woter Revenue Bonds. ln oddition, the City wos gronted o $4 million Section 108 U.S. Housing ond Urbon Developmenl Loon for improvements lo neighborhood slreels, North Shore Pork ond Youth Center. ln 2001, the City executed loon ogreemenls wilh the City of Gulf Breeze, Florido, providing $15 million [or the renovotion ond improvement of wo City owned golf courses ond their reloted Ji*:,J5,f"Y.j'Hi ff i:Til:.'33il1l'"'3.:1.'i: .July 2003 for improving neighborhood infrostruclure in the City. Further, in 2006 ond 2010, the City executed loon ogreemenls with the City of Gulf Ereeze, Florido, providing on odditionol $24 million ond $30 million for wqler ond sewer proiects, respectively. ln 2006 ond 201 0, the City execubd loon ogreements wilh the City o[ Gulf Breeze, Florido, providing on odditionol $24 million ond $30 million for woter ond sewer proiecls, respectively. ln FY 2009, o line of credit wos issued ond wos being used to lund proiects in odvonce o[ issuing woler ond sewer ond slorm woter bonds. The City uses this line of credit in order lo hove the necessory funding copocity to enler inlo new projects while ollowing time lo both build the necessory role copocity to issue oddilionol tox€xempt bonds. This phosed opprooch provides the City with more time to refine the cost estimotes for proiects plonned lo be in conslruclion prior lo issuonce of bonds. ln FY 2012, opproximotely $50 million in slorm woler bonds were issued replocing funding for proiects previously funded by the line of credit. ln FY 20I 5, opproximotely $ I 00 million in storm woter bonds were issued os port of the first of three $ I 00 million bonds to upgrode the City's slorm woter syslem. On December 15, 2015, the City issued $164,920,000 in Resorl O.l";;xHt;,ii'1j,,1"11'.,J5:,fiffi ,:',.'?ii;^;;:: o portion o[ the costs of ocquiring ond constructing renovolions to the Miomi Beoch Convention Cenler ond reloted improvements, ond {ii) poy the cosis of issuing the Series 20l5 bonds. The City olso issued $58,825,000 in Porking Revenue Bonds, Series 2015. These Series of bonds were issued by the City for the purpose of providing funds to {i} finonce o portion o[ the costs of ocquiring ond conslructing o new porking focility ond improvements to o surfoce porking lot to serve the City's Convention Cenler, ond (ii) poy the cost ol issuing the Series 2015 bonds. Lostly, the RDA Agency issued $286,245,000 in Tox lncrement Revenue ond Revenue Relunding Bonds, Series 20]5A ond $35,850,000 in Tox Increment Revenue Refunding Bonds, Toxoble Series 2015B. The Series 20l5A bonds were used, logether with certoin other legolly ovoiloble moneys of the Agency, to li) provide for the current refunding of oll the outstonding Series 20058 bonds, (ii) finonce cerloin cosls o[ ocquiring ond constructing renovolions lo the Miomi Beoch Convenlion Center ond cerloin other improvements, ond liii) poy cosls of issuonce ol the Series 2015 bond ond refunding the outslonding Series 20058 bonds. The Series 20158 will be used to {i) provide for $e odvonce refunding o[ oll the outstonding Series 1998 bonds, (ii) provide for the current refunding of oll the outstonding Series 20054 bonds, ond liii) poy costs o[ issuonce o[ the Series 20158 bonds ond refunding the oulstonding Series I 998A bonds ond the outstond ing Series 201 5A bonds, includ ing lhe portion o[ the premium ollocoble to the Series 20158 bonds for the reserve policy. ln {iscol yeor 201 7, the City obloined o bonk loon in he omount of $ 19.7 million to refund the outstonding toxoble speciol obligotion refunding bonds, Series 2005. This refinoncing provided the City with o net present volue sovings of $ I .5 million over five yeors. Subsequenl to September 30,2O17, on December 14, 2017, the Cit/ issued ot por volue $ I I 5.2 million of Woter ond Sewer Revenue Bonds secured by the net revenues of the City's combined woler ond sewer syslem. The Series 2017 Bonds ore being used for the purpose of providing lunds to finonce the cost of certoin copitol improvements os port of the City's multi-yeor progrom to upgrode the focilities ond enhonce the effectiveness ond reliobility of the Woter ond Sewer Utility os well os fo provide current refunding ond defeosonce o[ oll outstonding Series 2000 Bonds, prepoyment o[ oll outstonding Series 20068,2 Bonds, ond prepoyment of oll the outstonding Series 2006E Bonds The bonds ore robd Ao3 by Moody's ond AA- by Stondord ond Poor's. The Bonds hove on oll-inclusive true interest cost of 3.75% Ior 30 yeor fixed rote debt. The odvonce refunding generoted $7.2 million in sovings, with overoge onnuol sovings of $550,000 in 2018 - 2030. The refinoncing olso restructured the debt to provide more overoll level debt service, which reduces the impoct o[ lhe odditionol debt service for copitol improvemenls to rotepoyers. On December 22,2017, the City issued ot por volue $156.6 million of Slorm Woter Revenue Bonds secured by the net revenues of the City's storm woter system. The Series 20 i 7 Bonds ore being used for the purpose of providing funds lo finonce o portion of the costs o[ cerloin copilol improvements os pon of the City's multi-yeor progrom lo improve ond enhonce the effectiveness ond reliobilily of the Slorm Woter Utility os well os provide lor the odvonce 5 relunding ond de[eosonce for o portion of the outstonding 201 J A Bonds ond 201 lB Bonds. I t7 CAPITAI. AND DEBT The City will provide for the refunded bonds to be redeemed on September ] , 2021 ot o redemption price equol to the principol omount o[ the refunded bonds, without premium. The bonds ore roted Ao3 by Moody's ond AA" by Stondord ond Poor's. The Bonds hove on olh inclusive lrue interesl cosi of 3.81% for 30 yeor fixed rote debt. The odvonce refunding generoted $5.5 million in sovings, *irh ouerog! onnuol sovings of $230,000 in 2018 - 2041 . Generol Obligotion Bond Proi ects On November 6, 201 8, the citizens of $e City of Miomi Beoch voted in fovor of issuing $439 million in generol obligotion bonds {"G.O Bonds") to: lmprove the City's police, fire, ond public sofety focilities, in oddition to equipmenl, technology, ond lighting to improve security throughout the City lmprove the City's porks, recreotionol ond culturol focilities, inclusive of ploygrounds, bopvolks, beochwolks, woterwoys, londscoping, equipmenl, lighting, security, ond porking reloted to such focilities lmprove lhe City's neighborhoods ond infrostructure, including slorm woler ond flooding mitigotion proiects, sidewolk ond streei renovolion ond repoirs, protected bicycle lones, pedeskion poths, londscoping, ond lighting At the Morch 4,2019 G.O. Bond workshop, the City Commission reviewed the proposed G.O. Bond lmplementotion Plon, which outlines the sequencing o[ the 57 opproved pro jects. At the Morch I 3, 201 9 Commission Meeting, the City Commission opproved the G.O. Bond execution plon for the [irst konche ond outhorized the issuonce of Generol Obligotion Bonds, Series 2019, for the funding of these proiects. The fourth omendmenl to the tY 201 9 Copitol Budget, which wos opproved ot this meeting, ollowed for the expedited lunding of seven of lhese opproved firsl konche proiects in lhe omounl of $ 19,260,000. At the April 10, 2019 Commission Meeting, the City Commission opproved the funding of the remoining $131,379,000 of konche proiects, for o totol of $ l5l ,139,000, os summorized below ond detoiled in onochment A. l9 Porks projects lololing $86,733,000 1 i Public Sofery proiecls totoling $36,406,000 8 Neighborhood/lnfroslruclure proiects tololing $28,000,000 ln on effod lo increose tronsporency ond lo provide detoiled informotion on the G.O. Bond progrom, the City recently lounched o robusl website which provides o weolth of informotion on the stotus o[ eoch project, including on interoctive doshboord thot provides reol-iime informotion ol the users' fingertips. I t8 For more informotion. oo to hnps : / /www. gombi n[o]com WANT EVEN AAORE INFORMATION? CAPITAL AND DEBT DEBT I'AANAGEMENT Generol Obligotion Jond Debt Service The purpose of issuing Generol Obligotion Bonds is to obtoin [unds lor vorious copitol projects, economic ond environmenlol improvemenls, ond public works ond public sofety improvemenls. The City hos estoblished o 5-yeor Copitol lmprovement Plon which detoils plonned copitol improvemenl proiects ond heir respeclive funding sources. Among ihe oreos for improvemenls ore: porks ond recreotionol focilities, streets, skeet lighting ond bridges, fire equipment, ond municipol focilities. Generol Obligoiion Bonds ore issued ond mondoted by the public thror-'gh o formol referendum vote. The City continues lo mointoin its Generol Obligotion roting from Moody's ot Ao2. On July 28,2014. Stondord ond Poor's (S&P) Roling Services upgroded the Cityt roting from AA'to AA+ with o sloble outlook-one level beneoth AAA rqting. The roting reflecls Miomi Beoch's very sfrong locol economy wilh projected per copito eflective buying income ol ] 5I % of the notionol overoge. Additionol foctors included strong overoll budgetory performonce ond very strong budget flexibility ond liquidity wilh significonl reserves. Bosed on post debt issuonces, S&P believes thot the Finonciol Summory City hos exceptionol occess io copitol morkeh lo provide liquidity needs if necessory. Additionolly, Miomi Beoch demonstrotes strong finonciol proclices ond monogement. Strengths include deloiled budgel ossumplions thol ,oke into occount historicol ond currenl trends ond needs; monthly monitoring of finonciol operotions with results reporled to lhe Commission on o quorterly bosis; five'yeor finonciol forecosts on Generol Fund operoting revenues ond expenditures; o formol liveyeor copitol plon thot is updoted onnuolly; o {ormol investment policy; ond o reserve policy requiring the City to moinloin on emergency reserve of ot leost I l% of the ensuing yeor's operoling budget, os well os on odditionol reserve o[ ot leost 6% in the Generol Fund. ln the Spring of 2019, both roting ogencies reoffirmed the City's credil rotings ol Ao2 ond AA+ respectively. This review incorporoted risks from climote chonge ond severe weolher events inlo the onolysis. The City wos credited for ils prooctive efforts to reduce risk by investing in our oging infroskucture ond odopting to climote chonge by using the best ovoiloble science ond knowledge. The Ciry will continue to oct olong these lines os climote resilience will be o considerotion for future rolings. o FY 2016 Actuol jY 2017 Actuol FY 20r 8 Actuol FY 2019 Adoprcd F't 2020 Proposed ReYenue Areo Properly Toxes Other* 6,824,\84 639 5,916,889 1,153 6,003 ,623 0 5,9 r 2,000 0 I I ,175,000 62 r,000 Toto I $ 6,824,823 $ s,9r 8,042 $ 6,003,623 $ 5,9r 2,000 $ r,296,000 Expenditure Areq Debt Service Operoling Expenditures Other*' 5,915,019 403 0 5,9 r 0,2I 8 t,153 0 5,903 ,7 69 1 ,205 r ,828.1 60 5,901,000 I I ,000 0 I1,792,000 4,000 0 Tolol $ 5,91s,42r $ 5,9r r,3Zr $7,783,134 $ s,9r2,000 $ n,296,000 'The FY 2020 Generol Obligotion (G.O.) Bond Debt Service Fund is refleclive of opproximotely $621,000 in onticipoled debt service sovings resulling from refunding ol the City's 2003 G.O. Bonds during FY 2019 thot will be corried lorword ond utilized lo fund lhe required tY 2020 debt service poymenf {or $e City's oulstonding 20ll ond 2019 G.O. bonds. "During fY 2018, on onolysis of $e G.O. Debt Service tund wos conducted resuhing in o reclossificolion o{ opproximolely $1.9 million from the G.O. Bond Debt Service Fund to the City's Generol Fund. Budoet Hiqhliohts The Voted Debl Service milloge rote of 0.2933 is estimoted to provide $ I I ,I 25,000 for debt service ond is reflective of opproximotely $621 ,000 in onticipoted debt service sovings resulting from relunding o[ the Cityt 2003 G.O. Bonds during FY 2019 thot will be corried forword ond utilized to fund the required FY 2020 debt service poymenl for the Cityt ourstonding 201 I ond 2019 G.O. bonds Principol ond inbrest poymenls for FY 2020 ore os follows Principol $4,250,000lnreresr $7.542 0O0 $ I I ,292,000 An odditionol $4,000 is required for poying ogents ond other fees. il9 o CAPITAL AND DEBT DEBT MANAGEMENT Generol Obligotion Bond Summory At September 30, 20.lB The City issues generol obligotion bonds lo provide funds for the ocquisition, conslruction, ond improvemenls o[ mojor copitol *".,,r'".Q Generol obligotion bonds hove been issued for governmentol octivities. The omount of oulslonding generol obligotion bonds issued is $42,535,000. Generol obligotion bonds ore direct obligotions ond pledge the full foith ond credit o[ the City. These bonds ore generolly issued os 20-yeor seriol bonds. The generol obligotion bonds outstonding ot September 30, 201 8 consist o[ the following: lssue Nome lnlerest Rote Orig inolYeor Finol lssued Moturity Outstonding e /30/2018 Generol Obligotion - Series 2003 Generol Obligotion- Series 201 I 2.00.5.25 2003 2033 $ 62,465,000 $ 28,080,000 Totol Generol Obligotion Bonds 3 00s 00 20r r 2023 34,840,000 14,455,000 $ 92,305,000 $ 42,s3s,000 Fiscol Yeor Ending September 30 Generol Obligotion Bonds Governmentol Activities Principol Inleresl Totol o2019 2020 2021 2022 2023 2024.2028 2029.2033 $$3,995,000 $ 4, 145,000 r,990,000 2, r50,000 2,175,000 r 2,530,000 15,550,000 5,899,969 5,890,1 69 3,527,919 3,608,3 r 9 3,525,8 r 9 17 ,71 I ,044 17,710,225 1,90A,969 1,745,169 1,537,919 1,458,319 r,350,8 r9 5,18t,0r'4 2,160,225 42,535,O00 1 5,338,464 57 ,873,464 699,230 699,230 43,234,230 | 5,338,464 $58,572,694 Plus: Unomorlized Bond Premium $$ Oo )uly 22, 2003, the City issued Generol Obligotion Bonds, Series 2003, in the omounr of $62,465,000. These bonds were issued to provide funds to poy lhe cost of improving neighborhood infrostruclure in the City, consisting of skeelscope ond troffic colming meosures, shoreline stobilizotion ond reloted mointenonce focililies, ond Fire Sofety Projects ond the Porks ond Beoches prolecls. The Bonds will be repoid solely from od-volorem toxes ossessed, levied ond collected. On December l, 2011, the $62,465,000 Generol Obligotion Bonds, Series 2003 were portiolly refinonced by the issr-ronce of the $34,840,000 Generol Obligotion Re[unding Bonds, Series 201]. On December I , 20I I , the City issued $34,840,000 in Generol Obligolion Refunding Bonds, Series 201l. This Series of bonds were issued by the City for the purpose of {i} refunding the Series 120 2000 Generol Obligotion Bonds moturing ofter December l, 201 l, ond the Series 2003 Generol Obligotion Bonds moturing on ond oher September I , 201 4 through ond including September 1,2Q23, ond (ii) poying the cosls o[ issuonce o[ the Bonds. The Generol Obligotion Relunding Bonds, Series 201I will be poyoble from od volorem loxes ossessed, levied ond collected, without limitotion os lo role or omount, on oll toxoble property within the corporote lim its of the C ity. The Series 20 I I Bonds were issued with interest rotes of 3.00% lo 5.00% poyoble semionnuolly on Morch I ond September I, ond will moture seriolly throuqh .-renremner I 7n7i "O At September 30, 2018, the City did nol hove ony defeosed Generol Obligotion debt. lssue Annuol debi service requiremenls to moturit/ for generol obligotion bonds ore os follows: CAPITAL AND DEBT DEBT MANAGEMENT Sections 36 ond 37 of the City Code limit the issuonce of debt lo no more thon 15 percent of the ossessed voluotion. The City's current debt morgin is 0.1 I percent, which is well below the l5 percent ceiling.o Toxoble ossessed voluotion Percentoge opplicoble lo debt limit $37 ,397 ,062,490 t5% Debt timit GenerolObligotion bonds outstonding os of September 30, 2017 (less opplicoble set oside) $s,609,ssg,374 $42,422,703 Legol Debt Morgin Other Long-Term Debt Speciol Obligotion Bonds - Governmentol Activities $s,s67,136,671 0.]]% At September 30, 2018 the outstonding principol o[ speciol obligolion bond issues ond repoymeni sources ore os follows hsue Nome Repoymenl So!rce Totol Originol issue Totol Oublonding Principolffi 2015 Resod Tox Revenue Bonds 20l5A Tox ln.remenl Revenue Re{unding Bonds 20 i58 Tox lncrement Revenue Refunding Bords Tolol Speciol Obligolion Bonds l, auoust I , 2O0l , rhe City executed three loon ogreements Utft tf," City of Gull Breeze, Florido, Locol Government Pool to borrow $47,145,000 on lixed rote notes. The Gul[ Breeze Series B, in the omount o[ $2,200,000, principol is to be repoid in fourleen onnuol instollmenls commencing December i, 2002 with interest poid semionnuolly. The Gulf Breeze Series C, in the omount of $22,445,000, principol is to be repoid in fourleen onnuol inslollments commencing December l, 2002 with interesl poid semionnuolly. The Gulf Breeze Series E, in the omount of $22,500,000, principol is to be repoid in nineteen onnuol instollments commencing December l, 2002 with inlerest poid semi<nnuolly. $17,115,000 wos used lo repoy the outstonding bolonce of the City Gulf Breeze, Florido locol Government Loon Progrom Series 1985C vorioble rote notes. $14,922,000 wos used to repoy o portion o[ the outslonding principol from the Sunshine Stote loon. The remoining funds will be used lor the renovolion ond improvement o[ two City owned golf courses ond their reloted focilities. On December I 5, 20I 5, the Ciry issued $ 1 94,920,000 in Series 20I 5 Reso* Tox Revenue Bonds for the purpose o[ providing funds to finonce o porlion o[ the costs of ocquiring ond constructing .enovolions to the Convention Center ond reloted improvements ond poy the costs o[ issuing the Series 2015 bonds. The Series 2015 bonds were issued with interest rotes of 3.007. to 5.00% Joble se.ionnuolly on Morch 1 ond Seprember 1 . ln August 2007, the Resort Tox Refunding Bonds, Series 1996, were defeosed. As o result, the outstonding bolonce of $3,060,000 wos removed from lhe governmentol octivities column of the $ 539Jr5,000 $ 406.890p00 slotemenl of net position. At September 30, 201 8, $ 1,035,000 is still considered defeosed. On December I 5, 201 5, the City issued $286,245,000 in Series 2015A Tox lncrement Revenue ond Revenue Refunding Bonds to provide for the current refunding of oll of the Agency's Tox lncrement Revenue Refunding Bonds, Series 2005B; finonce certoin cosls of ocquiring ond conslructing renovotions to lhe convention center ond certoin other improvements; ond poy cosls o{ issuonce of the Series 2015A bonds. The Series 2015A bonds were issued wilh interest rotes o[ 4.00% to 5.00% poyoble semionnuolly on Februory I ond Augr-rst 1. On December 15, 2015, lhe City issued $35,850,000 in toxoble Series 2015B Tox lncrement Revenue Refunding Bonds to provide for the odvonce relunding o[ oll of the Agency's Tox lncremenl Revenue Refunding Bonds, Toxoble Series 1998A; provide for the current refunding of oll of the Agency's Tox lncremenl Revenue Refunding Bonds, Toxoble Series 2005A; ond poy costs of issuonce o[ the Series 20158 bonds. The Series 20l5B bonds were issued wi6 interest rotes of 1.937o to 3.697. poyoble semionnuolly on Februory I ond August 1. On September 22, 2005, the City portiolly refunded,/defeosed the Tox lncremenf Revenue Bonds, Series 1998A by the issr-ronce o[ fie Series 2005A ond 20058 tox increment revenue refunding bonds. On December I5, 2015, the City issued $286,245,000 in Series 2015A Iox lncrement Revenue ond Revenue Refunding Bonds to provide for the current refunding of oll of the Agency's Tox lncremenl Revenue Refunding Bonds, Series 20058. At September 30, 2018, $3,420,000 is still considered defeosed. 121 Non odvolorem Resod lox revenue RDA bx incremenl revenue RDA lox incremenl revenue I 22,500,000 $ r9{,920,000 286,245,000 35,850,000 3,340,000 r8{,620,000 282,545,000 26,385,000 CAPITAL AND DEBT DEBT AAANAGEMENT At Seplember 30, 201 8, debt service requiremenls to motrlrity for speciol obligolion bonds ore os follows Debt Service Requirements Speciol Obligotion Bonds oFiscolYeor Ending Seplember 30 Principol lnlere5l Totol 2019 2020 2021 2022 2023 2024.2028 2029.2033 20342038 2039.2043 2044.20A5 $I 1,405,000 $ I t,865,000 r2,385,000 I 1,685,000 I 2, t55,000 65,650,000 I3,665,000 107,190,000 137 ,27 5,000 43,615,000 23,920,65t $ 23,464,928 22,97 t,735 22,481,115 22,027,697 t0t , 154,400 83, 1r'9,500 59,618,875 29,526,350 2,200,200 35,325,654 35,329,928 35,359,735 34,166, ]] 5 3t,182,697 166,804,400 r66,8r4,500 r66,808,875 166,801 ,350 45,8 t 5,200 Revenue Bonds - Business-Type Activities Porking Fund On November I 6, 20I 0, the City issued $ 1 7, J 55,000 in Porking Revenue Refunding Bonds, Series 2010A ond $27,4O5,OOO in Porking Revenue Bonds, Series 20108. The Series 2010A Bonds ore being issued by lhe City for the purpose of providing funds, together with other ovoiloble moneys, lo (i) current refund the City's outstonding Porking Revenue Bonds, Series 1992, previously issued in the oggregote principol omount of $21,000,000, {ii) fund o deposil to lhe Reserve Account ond {iii) poy costs of issuonce of the Series 2010A Bonds. The Series 2010A Bonds were issued with interest rotes of 3.007. to 5.00% poyoble semionnuolly on Morch 1 ond September l, ond will moture seriolly lhrough Seplember 1 , 2022. The Series 20108 Bonds ore being issued by the City for the purpose of providing funds, together with other ovoiloble moneys, lo {i) poy the cosis o[ ocquiring ond constructing o new porking goroge ond other copitol improvemenls to the Porking System, (ii) fund o deposit to the Reserve Account ond (iii) poy costs o[ issuonce of the Series 20108 Bonds. The Series 20108 Bonds were issued with interest rores o[ 4.00% to 5.007. poyoble semionnuolly on Morch 1 ond September l, ond will moiure seriolly through September l, 2040. On December 15, 2015, rhe Cily issued $58,825,000 in Porking Revenue Bonds, Series 2015. The Series 2015 Bonds ore being 496,890.000 390,518,454 887 ,408,[54 45,340, r r9 issued for the purpose o[ providing funds to finonce o portion o{ the costs of constructing o new porking focility ond improvemenls to o surfoce porking lot to service the City's convenlion center, which is being renovoted, ond poy the costs of issuing the Series 2015 Bonds. The Series 2015 Bonds were issued wilh interest roles of 3.00% to 5.00% poyoble semionnuolly on Morch I ond Seplember I ond will moture through September l, 2045. Porking Revenue Fund indebtedness ot Seplember 30, 2018, is comprised of the following issued indebtedness: $ 17,155,000 Series 2010A Porking Revenue Refunding Bonds due in onnuol instollrnents through 2022: inleresl ol 3.00% - s.00% $ 5,8r5,000 $ 27 ,405,0O0 Series 20 I 0B Porking Revenue Bonds due in onnuol inslollments through 2040: interest ot 4.00%'5.00% $ 27 ,4O5,000 $ 58,825,000 Series 2015 Porking Revenue Bonds due in onnuol inslollments lhrough 2045: interest ot 3.007. - 5.00% $ 58,670,000 Plus: Net unomoaized Bond Premium 45,340,1 t9 $ 542,230,ll9 $ 390,5r8,454 $ 932,7 a8,573 For the fiscol yeor ended September 30, 2018, moximum onnuol debt service on the tox increment bonds wos $21 ,729,597 ond the tox increment revenues totoled $49,920,27 7. Remoining outstonding principol ond interest is $547,589,654. o 122 At September 30, 2018, no Porking obligotions were consider defeosed."o CAPITAL AND DEBT DEBT AAANAGEMENT o Fiscol Yeor Ending September 30 Bonded Debt Principol nleresl Tolol 2019 2020 20?t 2022 2023 2024.2028 2029-2033 203!.2038 2039.?0t3 2044.2045 1,240,000 $ r,805,000 r,895,000 1,990,000 2,070,000 I I ,905,000 15,080,000 19,235,000 ?4.545,000 I 1,625,000 4,51 2,91 3 $ 4,444,113 4,354,663 4,261,613 4, r82,0r3 19,350,1 39 I6,I 20,988 r 2,02 r ,500 6,707,750 879,000 6,252,913 6,249,113 6,249,663 6,25r,6r3 6,252,013 3l ,255, I 39 3I ,250,988 3 r ,256,500 31,252,750 12,504,000 $ 91,890,000 7 6,88A,692 168,774,692 Plus: Net Unomorlized Bond Premium 5,7 49,7 46 5,7 49 ,7 46 $97 ,639,7 46 $76,884,692 $ 174,524,438 All porking revenue bonds ore poyoble from ond secured by o lien on ond pledge of net revenues derived from the operotion of the City's porking syslem. The totol principol ond inleresl remoining to be poid on oll Porking bonds is $168,77 4,692. Principol ond interest poid for the current yeor ond totol customer net revenues were $6,249,713 ond $14,260,889 respectively. Woter ond Sewer Fund Cy;:";":"';x.lui":;';3.lii3li,',",'.,1)';i";;13 bonds will be repoid solely hom pledged revenues o[ the Woter ond Sewer system. They ore registered tronscripts ond insured. The bonds were issued to conskucl vorior-rs improvemenls ond exlensions to the Woler ond Sewer utility. This bond wos portiolly refunded by lhe issuonce of the Woter ond Sewer Revenue Refunding 8onds, Toxoble Series 2009IlA ond Toxoble Series 2009J-18. The portion o[ the Series 2000 bonds refunded wos $23,480,000. These bonds were fully refunded by rhe Series 201 7 bonds ot September 30, 20I 8. On Moy l, 2006, the City obtoined four loons from lhe Ciry of Gul[ Breeze, Florido Locol Government loon Pool Progrom. The City of Miomi Beoch intends to use o loon from the City of Gul{ Breeze, Florido, Series 19858 Bond proceeds ond o loon hom the City of Gulf Breeze, Florido, Series 1985C proceeds lo refund oll of the City of Miomi Beoch's outstonding Wofer & Sewer Revenue Bonds, Series 1995. ln oddition, the City intends lo use o loon from the City of Gr-rlf Breeze, Florido, Series 19858 Bond proceeds ond o loqn o[ the City of Gulf Breeze, Florido, Series 1985E Bond proceeds to poy the cost of certoin improvements to its woter ond sewer utility. As evidence o[ such loons, the City's Woter ond Sewer Fund issued $8,500,000 in Woter ond Sewer -flevenue Refundino Bonds. Toxoble Series 2006&1, $18,300,000 lwo,ur. ond Sewer Revenue Bonds, Toxoble Series 2006&2, !1z.SOO.OOO in Woter ond Sewer Revenue Relunding Bonds, Toxoble Series, 2006C, ond $5,700,000 in Worer ond Sewer Revenue Bonds, Toxoble Series 2006E. The bonds will be repoid solely from pledged revenues of the Woler ond Sewer system. Ihey ore registered konscripls ond insured. The Refunding bonds were issued lo refund the Woter ond Sewer Revenue Bonds, Series 1995, ond the other two bonds were issued lo construct vorious improvements ond extensions lo lhe Woter ond Sewer utility. These bonds were fully relunded by the Series 2017 bonds ot September 30, 20r 8. On Februory 17,2O1O, the City obtoined three loons from the City o[ Gulf Breeze, Florido locol Government Loon Pool Progrom. The City intends to use one of the loons from the City of Gulf Breeze, Florido, Series I985J proceeds to poy the cost of certoin improvements lo ils woter ond sewer utility. As evidence o[ such loons, the City's Woter ond Sewer Fund issued $ I 3,590,000 in Woter ond Sewer Revenue Refunding Bonds, Toxoble Series 2009J'l A, $ I 0,000,000 in Woter ond Sewer Revenue Refunding Bonds, Toxoble Series 20091-lB, ond $30,000,000 in Woter ond Sewer Revenue Bonds, Toxoble Series 2009.J-lC. The bonds will be repoid solely from pledged revenues o[ lhe Woter ond Sewer system. They ore registered tronscripts ond insured. The two refunding bonds were issued lo portiolly relund the Woter ond Sewer Revenue Bonds, Series 2000, ond the other bond wos issued lo conslrucl vorious improvemenls ond exlensions to lhe Woter ond Sewer ulility. On December 14, 2017 , the City issued $ I I 5, I 80,000 in Woter ond Sewer Revenue ond Refunding Bonds, Series 2017. The bonds will be repoid solely from pledged revenues o[ the Woter ond Sewer system. 123 The oggregote moturities of Long-Term Debt ot September 30, 201 8, ore os follows: CAPITAL AND DEBT DEBT AAANAGEMENT They ore registered lronscripls ond insured. The bonds were issued to conskucl vorious improvements ond extensions to the Woter ond Sewer utility ond to fully refund the Series 2000, Series 2006&2, ond Series 2006 os of September 30, 2018. Principol is poyobll onnuolly, interest is poyoble semionnuolly, ond the issue beors interest of 3.007. ro 5.00%. Refer to Note l5 for more informotion'rettirO to the refunding. lndebtedness of the Woter ond Sewer Fund ot September 30, 20I 8 is qs follows: $ r3,590,000 2009IlA Woter & Sewer Revenue Relunding Bonds Gulf Breeze Loon Series 1985J due in onnuol instollmenls through 2020: lnterest ot 4.l0% - 4.50% $8,r'90,000 $ r0,000,000 2009IlB Woler & Sewer Revenue Refunding Bonds Gr-,lf Breeze Loon Series I985J dr-re in onnuol instollments through 2023: lnleresl ol 4.82%-5.00% $ 10,000,000 $ 30,000,000 $ r 5, r80,000 2017 Woter $ Sewer Revenue ond Refunding Bonds Due in semi{nnuol inslollmenls lhrough 2047: lnleresl 013.00.5.00% $I 14,550,000 The oggregole moturities o[ Longlerm debl os of September 30, 20 ] 8 ore os lollows o Fiscol Yeor Ending September 30 Bonded Debt Principo I lnleresl Tolol 2019 2020 2021 2022 2023 2024.2028 2029.2033 2034.2038 2039.2043 2044.2047 4,r70,000 $ 4,360,000 4,455,000 4,575,000 4,805,000 24,300,000 22,720,000 27 ,O15,000 33,735,000 32,905,000 z,s48J&l $ 7 ,367 ,338 7,272,794 7 ,1 48,963 6,916,213 3t,t88,406 25,425,775 19,385,625 )2,662,400 4,2 I 3,500 I I ,/t 8,581 1 1 ,727 ,338 1l ,727,794 11 ,723,963 1 1 ,721 ,213 55,488,406 48,145,77 s 46,400,625 46,397,400 37,1 I 8,500 $ 163,040,000 292,169,594 Less Unomortized Discounl I5,276,554 I 5,27 6,554 $ 178,3l6,554 $ 129,129,594 $ 307,446,148 All Woter ond Sewer revenue bonds ore poyoble from ond secured by o lien on ond pledge o{ net revenues o[ the woter ond sewer utility ond to the extent provided in the bond resolution, from impoct fees, ond from oll moneys held in the lunds ond occounts estoblished under^ lhe bond resolution. The totol principol ond interesl remoining to be poid on the bonds is $292,1 69,594. Principol ond inleresl poid t", t! current yeor ond tolol customer nel revenues were $13,862,843 ond $27,392,749 respectively. l2a 2009llC Woter & Sewer Revenue Bonds Gul[ Breeze Loon Series 1985] due in onnuol instollmenls through 2039: lnterest ol 5.00% $ 30,000,000 At September 30, 2018, none of lhe bonds outstonding ore considered defeosed. 129,129,594 CAPITAL AND DEBT DEBT MANAGEMENT Slorm Wotcr e ,"rrrory 17, 2[1|,the City obtoined o loon from the City o[ Gulf Breeze, Florido locol Government loon Pool Progrom. The City intends to use this loon from the City of Gulf Breeze, Florido, Series 1985J proceeds to portiolly refund the Series 2000 bonds. As evidence of such loon, the City's Storm Woter Fr.rnd issued $16,185,000 in Storm Woler Revenue Refunding Bonds, Toxoble Series 200912. The bonds will be repoid solely hom pledged revenues of the Storm Woter syslem. They ore registered tronscripts ond insured. On December 7 , 2O11 , the City issued $52, I 30,000 in Storm Woter Revenue Bonds, Series 201 1A ond $26,525,000 in Storm Woler Revenue Refunding Bonds, Series 201 I B. The Series 20llA Bonds ore being issued by the City for the purpose o[ providing [unds to {i} poy lhe costs o[ certoin copilol improvemenls to its Storm Woter Utility, (ii) fund o deposil to the Reserve Account, ond (iii) poy lhe costs o[ issuing the Series 20] lA Bonds. The Series 201 lA Bonds were issued with interest rotes ol 4.00% to 5.25% poyoble semionnuolly on Morch I ond September 1, ond will moture seriolly through September l, 2041. The Series 20llB Bonds ore being issued by the City for the purpose of providing funds, together with other ovoiloble moneys of the City, lo {i) refund, defeose, ond redeem the outstonding Series 2000 _Bonds, including interest to occrue lo lheir redemplion dole, ond I poyng rne cosrs or sucn rssuonce, rerunorng. oereosonce ono !a".pt;on. The Series 20 I I B Bonds were issued with rnterest rotes of 2.00% to 5.25% poyoble semionnuolly on Morch I ond September l, ond will moture seriolly through September l, 2030. Both Series 20I I A ond 20I I B Bonds will be repoid solely from lndebledness o[ the Slorm Woler Fund ot September 30, 20 ] 8 is os follows lnitiollssuonce Description pledged revenues o[ the Siorm Woter Syslem. At September 30, 2018, S44,27O,OOO ond $25,265,000 of the Series 201 lA ond 20 I I B bonds outstonding ore considered defeosed. On August 5, 20I 5, the City issued $99,590,000 in Stormwoler Revenue Bonds, Series 2015. The Series 2015 Bonds ore beihg issued by the City for the purpose of providing funds to (i) finonce o portion of the cosls o[ certoin copitol improvements currently contemploted os porl o[ lhe City's fiveyeor progrom to improve ond enhonce the eflectiveness ond reliobility o[ the Stormwoter Utility, ond (ii) poy the costs of issuing the Series 2015 Bonds. The Series 20l5 Bonds were issued with interest rotes o[ 2.00% to 5.00% poyoble semionnuolly on Morch 1 ond September l, ond will moture seriolly through September l, 2045. The Series 2015 Bonds will be repoid solely from pledged revenues of the Slormwoler System. On December 22, 2017, the City issued $156,550,000 in Slormwoler Revenue ond Refunding Bonds, Series 2017. The bonds will be repoid solely from pledged revenues o{ the Woter ond Sewer system. They ore registered konscripls ond insured. The bonds were issued to conshucl vorious improvements ond exlensions 1o $e Stormwoter utility ond to portiolly odvonce relund l-92.8%l the Series 201 I A ond Series 201 I B obligotions os o[ September 30, 2018. Principol is poyoble onnuolly, interest is poyoble semionnuolly, ond the issue beors inierest of 3.00% to 5.00%. Refer to Nole l5 for more informotion reloting to the re{unding. Oulslonding $ $ $ $ $ 16, I 85,000 20091-2 Storm Woter Revenue Refunding Bonds Due in onnuol instollments through 2020: lnlerest ot 2.00% - 4.50% 52,130,000 201 lA Storm Woler Revenue Bonds Due in onnuol instollmenls lhrough 2041: lnleresl ol 4.W" - 5.25"/. 26,575,M 20ll8 Storm Woter Revenue Refunding Bonds Due in onnuol in stollments through 2030: lntercst ot 2.@7" - 5.25'/" 156,550,000 2017 Storm Woter Revenue ond Refunding Bonds Due in onnuol inshllmenls lhrough 2047: lnterest ol 3.00P/. - 5.00% $ 5,505,000 3,675,000 450,000 98,71 0,000 r 56,050,000o Totol bonds oulstonding $ 261,390,000 125 99,590,000 2015 Storm Woler Revenue Bonds Due in onnuol inslollments through 2045: lnterest ol 2.00P/. - 5.00/. CAPITAL AND DEBT DEBT I\AANAGEMENT The oggregoie moturities o[ Longlerm debt ot September 30, 201 8 ore os follows Fiscol Yeor Ending September 30 Principol Bonded Debt o lnleresl Tolol 2019 2020 2021 2022 2023 2024.2028 2029-2033 203t.2038 2039.2043 20t4-2047 $4.025,000 l,I85,000 4.350,000 5,250,000 5,505,000 3 r,800,000 39,890,000 a8,495,000 61 ,245,OO0 59,645,000 I I ,886,984 1 1 ,7 47 ,206 1 1 ,59 4,206 11 ,485,219 11 ,23I ,79 A 5r,868,8r9 a3,788.656 35,179,A25 22,422,650 7 ,29 5700 I 5,91 I ,98{ 1 5,932,206 I5,9A4,206 ) 6,735,219 I6,736,79 A 83,668,8 r 9 83,678,656 83,674,425 83,667,650 66,9 40,700 $$ 264,390.000 2r,903,9r3 2I 8,s00,659 482,890,659 2l ,903,91 3Plus Unomorlized Premium Fiscol Yeor Ending September 30 $ 286,293,913 $ 2r8,500,6s9 $ sO4,794,572 All Storm Woter revenue bonds ore poyoble from ond secured by o lien on ond pledge o[ net revenues o[ lhe sbrmwoter utility ond from oll moneys held ln the funds ond occounts estoblished under the Bond Resolution. The totol principol ond interest remoining to be poid on the bonds is $482,890,659. Principol ond interest poid for the current yeor ond totol cr.rstomer net revenues were $ I 4, I 22,399 ond $23,602,99 4, respectively. oLoons Equipment On Februory 20, 2008, the Ciry entered inlo o new loon ogreemenl which ollows the City to be reimbursed for the purchose of mochinery ond equipment up to o moximum of $32,500,000. The interest rotes on fiis loon ogreement ronge from 1 .9% to 4.5%. At September 30, 201 8, the City wos indebted for $3, I 05, 1 03. During the fiscol yeor, lhe City poid off oll indebtedness except os noted below. The oggregole molurities o[ loons ot September 30, 2018 ore os follows Loons Principol lnleresl Totol 2019 2020 2021 2022 IU IJ 2024.2025 $1 ,689,444 zt 0,0t3 365,862 226,452 70,002 43,3 3 0 54,7 43 25,172 t 2,l9l 5,222 | ,764 1,2t5 1 ,744,187 235,1 85 328,053 231 ,674 7 t ,766 44,545 $$ $ 3, r05, r 03 $ r 00,302 $ 3,20s,4 r 0 The obove debt hos been recorded in the following funds lnlernol Service $ 3,105,103 t26 $ 3,l os,103 o CAPITAL AND DEBT DEBT MANAGEMENT Energy Sovings Obligolion .ln Moy 25, 201O, the City entered inlo on equipmenl leose purchose finoncing ogreement with o finonciol institution [or $e conskuction/ ![.hor. of unur.gy souing eqripment. At September 30. 20 I 8, the or.rtstonding bolonce on this loon wos $9, I 52,803. The inlerest rote on this loon is o lixed 4.18%. Principol ond interesl poyment ore mode monthly. The first poyment wos mode on Moy 25, 2012 ond the lost poyment will be mode on April 25, 2025. The oggregote moturities of other long-term obligotions ol September 30, 2018 ore os lollows Fiscol Yeor Ending long-term Seplember 30 Obligolion lnterest Totol $ 1 ,062,244 I ,173, I 39 1 ,296,242 1,4t0,512 1 ,531 ,7 42 2,678,924 362,620 316,261 264,7 57 208,412 147 ,157 94,974 $ 1,424,864 1,489,400 1,560,999 1,618,92A 1,678,900 2,773,898 S $ 9,rs2,803 $ r,394,r8r $ r0,546,984 Line of Credit On Moy 2 1 , 201 4, the City of Miomi Beoch issued Resolution No. 20I 4-28599 which outhorized the issuonce o[ o line of credit not to exceed on oggregote principol omount o[ $60 million to poy lhe costs of copitol proiects. The line of credit wos obtoined kom .rre finonciol instilr-rtion. The line o[ credit wos renewed on July ?::;: lu;'l'. j;',;:::ili;ilff ;' ;:3:. Jii:;: toxoble drows will hove o vorioble rote equol to Libor rote plus O.75%. For the period ending .July 28,2O16, there will be on onnuol fee ol 0.20% on the unused portion o[ the line o[ credit poyoble on o qr-rorlerly bosis. For fie periods commencing on July 29, 2016, the onnuol fee on the unused portion of the line of credit increosed to 0.25%. The City sholl poy rhe finonciol institution the entire unpoid principol bolonce together with oll occrued ond unpoid interesi on Moy 30, 2018 {the "Moturity Dote"}. The Line wos renewed on Jt,ly 27 , 2O18 wilh Resolution 201 8-30354. The onnuol fee for the line o[ credit is .25%. Toxexempt drows ogoinst the line of credit will hove o vorioble inlerest rote of 80% of l-ibor rote plus 0.557o, ond the toxoble drows will hove o vorioble role equol to Libor rote plus 0.75%. As of September 30, 2018, no omounb hove been drown do*n from this line of credit. Pension Loon On September l, 2005, the City issued $53,030,000 in toxoble Series 2005 Speciol Obligotion Bonds for the purposes o[, together wi,h other legolly ovoiloble lunds of the City, refunding the Cify's outstonding Series 1994 Toxoble Speciol Obligotion Bonds (Pension Funding Project) moturing September I , 2015 ond Seplember l, 2021, moking the required poyment with respecl to o Hedge Agreement ond poying the costs o[ issuing the Series 2005 ond refunding the Refunded Bonds, including the premiums for the Bond lnsuronce Policy ond Reserve Account Surety Bond. The Series 2005 bonds were issued wilh interest rotes of 4.24o/" to 5.23% poyoble semionnuolly on Morch I ond Seplember l. On December 22,2016, the Cily obtoined o loon in the omot.rnt of $19,679,000 to refund the outstonding Series 2005 toxoble speciol obligotion refunding bonds {os noted in the obove porogroph). lnterest o[ 1.69% is poyoble semionnuolly on Morch I ond September 1, commencing on Morch l, 2017. This loon fully refunded the $53,030,000 in toxoble Series 2005 Speciol Obligotion Bonds. Totol $'t75,844 97,716 I9,4 t 8 $ 4,798,8t4 4,730,716 l,t 68.418 Fiscol Yeor Ending mber 30 Principol lnterest-$--,6rap00 4,63 3,000 I ,I 49,000 $ r 0,40s,000 $ 292,978 $ 10,697,978 o Se 2019 2020 2021 127 2019 2020 2021 2022 2023 2024.2025 The oggregote moturities o[ the pension loon obligotions ot September 30, 2018 ore os follows: [oon CAPITAL AND DEBT DEBT MANAGEMENT Cleon wotcr Stote Revolving Loon On November 12,2014,the City of Miomi Beoch entered into the Cleon Woter Stote Revolving Fund Loon Agreemenl wirh the Stole J Florido Deportment o[ Environmenl Prolection. The omounl of the loon is $2,500,000 plus $ I 17,500 o[ copitolized interest ond $ ] 50,000 in loon service fees which omounts to $7 ,797 ,500 to be repoid bock to the Stote. Loon poymenls commenced on Februory I 5, 201 8 ond semionnuolly fiereofter on August l5 ond Februory I 5 of eoch yeor until oll omounts due hove been fully poid. The interest rote on this loon is 1 .62% per onnum. The loon sholl be repoid in 40 semionnuol loon poymenls of $229,001. toon disbursements from the Stote to the City will be mode for reimbursements of ollowoble costs. The loon is recorded os o loon poyoble in the governmentol octivities of the City's government wide slotements. As of Sep,ember 30, 201 8, $6.2 million of loon disbursements were received by the City ond $7.0 million of ollowoble costs hove been incurred by the City. The outstonding portion of the loon is $6,689,81 L The loon is secured by lhe Stormwoler fundt pledged revenues ond will be repoid with such funds. The oggregote moturities of the loon ot Sepbmber 30, 2018 ore os follows Fiscol Yeor E nd ing September 30 Principol Loon lnleresl Totol 2019 2020 2021 2022 2023 2024.2028 2029.2033 2034.2037 338,443 343,948 349,542 3ss,228 36I ,006 1,895,O44 2,054,260 1 ,767,003 r'58,002 458,002 458,002 458,002 458,OO2 2,290,010 2,290,010 1.832,015 $$$ $ 7,464,474 $ 1,237.s71 -nTdrni{o Minimum Leose Poymenls nleresl Present Volue of the Minimum leose Poyments $308,307 308,302 308,307 308,307 34,969 26,617 I 8,0 r0 9,141 273,338 281,690 290,297 299 .166 )$ $ r,233,228 $ 88,737 $1 ,14t,491 Pleose refer to the Cifu's Comorehensive Annuol Finonciol Repo'rt (CAFC) locoted ot o.mt r28 n e n cl September 30, 2019 2020 2021 2022 I r9,559 I 14,054 108,460 I02,77 4 96,996 39 4,9 66 235,750 65,012 Copitol Leose The City leoses communicotion equipment which is clossified under copitol leoses. The leosed equipment is omortized on o skoight-line bqsis over 7 yeors. The occumuloled omorlizotion ot September 30, 2018 wos $184,607 ond the effective monthly interest rote reloling to fie leose is 3.067.. The equipmenl's originol future presenl volue of the minimum leose poymenls wos $1 ,429,725. Below is o schedule detoiling the minimum leose poyments ond the reloted interesl component of eoch poyment. WANT EVEN MORE INFORMATION? o .I I I I 3 E o t o - (,o 2. oi _. d =q o o I o E zo t 2 = o =t t 2 I o 6 e o z 9 o o zI zo .2o 2 zoFz zo - t iI e 2 o zo zo o - (,o z t o _. E oI 3 (, _o o tr I o = a I 3 2- o tI o z o oI ] q I _o aIL (, s o goz=e, ? 2 i a oe o Iz.o i E e i o o = (, e o = a (,o d o 2 2 o E o o a otr a 5 o oo2 =I a ze r - zotr o = a z. o I afo 1 o =n i , o ET(, FF =doo &.o. dtz JIO.(J'-<iuttr(o= il>JF<6Fo- o Nc ToNo l! E oo o o I I I I I o z oo o z o oo 5 I oo Io a z = oo e q o =a o t o = 5 aI E o e zI o g I I : = ozI o o 6 E o 2otr ! o o 8 I z = o z I t 5 clo I z 5 q o a c o I 5 -Lo I 5 c a 9 z 5 s o I : 6 5 c o 9 z 5 c o 9 ; z t 2. 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I U LU co , z o 6 3 z z i ze E I E do It o z a ? oo I :oo r L za o oo o o a N o o s o Q 9 a o o o P : I c o o c o o =oo o = 5 c ! 9 o q o o :ao z 1 3 I E 3 I o o Ea) ! I o I I 3 o o z t o to o P oo 4 (, o 2 1 oo o o e = 5 o o oo 9 o o (, 3 _o I 9 o L Io o = I E o tr I = I 9 o =2 c o o 3 3 c o o oo o q : e I o l o oo oo o z o =o to z = L =g = o q) : o c( z s =6 a o 2. o 2. F o z oztr I o oo o o I oo o(, =5 z9 o o 2zz ooo o L p .9 E E.ooto- oz J-o.(.)L<z uJ LuaD= = lll EB =&.._ aL6E>JF<(JE o- o oI o6to6t lt E o o o zlll Eao I U LU co = : s o o s Iq o o o & s o q = = oz oo t o o o o tr I o o ooI z o e o ? a so oo o o z 5 o I o oo oo tr o l oIo 5 o zo sI oo o 9 o z 5 oo >) 9 & oa tI (, = I o o a s c o o o o o to t a o 2 o =I o t z I o 1 o z o t i r E oo I o I o o zotr l 6 6 o = oo o o o - 5 I ts zI tr 6 ; (, =o ; 6 o o l s z o E o o 6 e a I o =oo o 9 I so I o ;: & 6 oooozo _o = 2 5 r E 6 o oz oo E : 6 I I E o o 5 : = 5 -ca o 9 6 i o , EIo F =doouo. dlz J-o.(JL ]u uJ(D= il>JF<6Fo. (, No ToNo(t II '; : o o ( o os (, o : ; o I oo q 2 (, = o =o z I s o c =o z o =oo o trza = o o ? za oz oz I I zo e o tr o q o(,z o o = 5 o o ea o 9 5 I o I o o = 4 = s o oz I I o = 5 r ; I o o 3 o tr I z I E o d z J e =a (J o 3 a s t =g I oz oo t 3 a I i o = 3 o 3o o =oo o 3 ! a t oI 9 5 o L 3 o o z 9 (9 E = o = ; I o t o3 e 6 oz oo I q ts oo I r o l o Eo T 5 I z _o = 5 a =o =iz =:) o E ? I ooc I ozo = a o oo o 3 o o o ot I o a c ooo o o (J = oI o lo o4 oo I zI & c oo o a ooo o o zI 4 9 E oo o E zl! E Eo =e.oot o- @z JEO.(J'-<2lu uJ(D= =uJEE =d.o-6=>JF<6Fo- o No ToNoN lt 3 3 I U LU co = 9 I =o o L a o ; Fz I z, 2 i 8 z I 6 9 =t =oz i z 3 o t l o o o E o o o o t :E 5 c 9 L o o t o = = oo o 9 i ( o ooz o c o oo o s z a = o! a o oo z e o o o2 E) c o zg -o 5 t o =o o o E ) oo ozo o o o zI c I oo - o (, 2 c zotr c 5 = 5 c t o o o doo q I l z 5 oo za 9 o o o trII i o 2 5 q 6 o o a q o It (, tr o = E a = o o z 2 3 o o t za oz Iq o o z = E =(J z i = oo o ot =I(, E EootA dl 2 Jtro.()E<z HE il>JF<(JE o- o 6to:oNoN l! o a $o oF =o " E zI I z 3 I oa o I I = 9 I i - 6 G o E 9 o 2 Iz =o s3 L = oj o oz e - o zo ozI Bo o z e o zo o = i o o i z -I o z o o o o ' B o o = I o I o z a) t o o oz oz o o I o l(J =oz i B n 3 = o 3 z I s - oI z Io) i zo = 3 a 8 = o i oo E 6 z a z =zo za E = o c = I I I 3 o (, z oo Io) tr =g z ; g &: o I z. o o E .I o a E z uJ E 4o E e.ooto. 6z )ro.(JL<z IIJ uJao= =luz\<6 =t.- o-6=>JF<o=o- o No To6to6t lr E oo o R6 E P I U LU co = z o o o ? o ; o o ooz 5 = a o t oooI o I o I oz oo oot o I oo s oo e (, = o o 5o 9 oo oo o q o(, = 5 o(, o =o2 o (, o s o(, o I I o a o E _o 6o 9 o o =o ? I o 2o I ==o B c o I o tr o 9 ;o z. z t E o I o ! oo 9 o gt I 9 8 I o o o o _q z z E E ao 2 z.zot z t tr z 5a 4o q ; o I z I oZ o o = 5 z o o o l s z o e = =o o o = =lo 5 I =o o I o tI z o 5 I =ooz z9 o ;Io oo o I z l _6 : 6o 9 oe o o ; oo ; z sq q e od I o 9 5 ? I g ! ,9 . (,o o o , EI IJ =Gootr6. oz J-o.OL<2tu utloE il>JF<6Fo- o o ToNoN lr Io ! t I () LU co a o o o I 1 oo I I c 5 Z et t i o o 5 o a o- oz io oz I t o 2 2 o z = z tot za o o = t ) o o = o I I o € ? i o ooo o Iq o ? 5 3 c I g t o a = o =ooo o tI z oo 5 = o =I z o oz a I o oo o I9 ooz 5 8 o o = =o o o ooI o I tr ooI o I o(., =5 3 a o FII o II oo 5 o B I o o I I ) 9 9 z I a E o = zo i ! z i o i o zlll E E(., F =dootro. dlz Jto.(JL<zlu tulo= =luIB =.d..o-bE>JF<6Fo- ot(lo To(\oN lt E oo o I U LU co = = r o - 3 B 9 3 z _o I o I zo i o o t ts t o t E o z- oi = E N z o = - o = 3 I I I 5 o ar I l = o tr I o t =o 3 = o =oz L oo 5 =(9 trI = ; o =Iq o o ? q IL o o trII t2oF I =I i a ea 9 o tr I + I o I F ;- oz (, o E 5 ! o z E = o : I z =o azo Eo z I o o I oz = o =o izo oa o o oz o s oz o oI z E o o .I o o z o =3o i o , =I() E c.(, oe o. dtz JEO.(JL<2 Hg il>JF<6Fo. o oIoNoN lt E o e, o o o ! o z5a t oo o. o *oo I 5 z ;to I U LU co ? ; I =2 q 5 oo o = I oo o :E o I o o zI z I i o- oz & I o ooI o II I i (J ooo o 9 1 5 I z (, o I o oz ? o o o o o ozg o 2o 3 o a o o z I = o o 2 5 d o =o o 2 5 a e = o B o I o o o o oz o 4 o z I 9 I o I Y o : B oooo o rI z o z o zo a l I 5 Y o oo 5 z 5 a 5e zI - ) B z E o z l g z 5 : o o & r o2 = e a d zo tr o o = I I 2 o o zo I c o zo o 2 2I z d. g z. o 2t o o z u,l E Eo =c.(,oE o, trz JIA(J'-<2lu uJ(o= =ulle =tr!Lgo=>JF<6Fo- o (\toIoatcN t! . o o .9 I U LU co = : o o d =o6 oz a = = o o ooo a s = : za a o z o =za 2 i ; o = o z 3 o o f,zI : o z, o = o = o z to ;o za o = o =? B o o I oz a E zI I 8 s o \ o- I d o o = 3 zI Ef, I o I = I I ; o ooo o I 5 E = o o 5q z 5I z I o oI I I o 5I oo s o o zo n I =.o I o o z ? o 6 n e aF o t 6 2? 2-2o E 2 .! .! E 6 , =.(J =d(,oe.o- dlz JTTOL<2uJ uJ(D= il>JF<6Fr o Nc ToNo(t II ,9 e . o o o 2 o z 9 zI = s e (Jo z 3 z i : R o q : R 3 s ; LF lc( l2 5 o o o J o z o o I I I I I I e ts s I ? I 9 o Eo o z I e B o =o o zlll E Eo =t(9oto. oz JIO.(J'-<iultrrD= =tuia\g6 =trtLgo=>JF<6Fo- (, No:oNoN II ,9 E ooE o I U LU co = : Audit Report as of September 30 ,2OLB (Attachment B)o o o o o o Financial Policieso o o o o o FINANCIAL POLICIES F ino ncio The City of Miomi Beoch's Strotegic Plon, through the Lens of Resilience, hos been developed lo ensure the longJerm sustoinobility of City government: ensure expenditure trends ore sustoinoble over he long term ond improve overoll finonciol heolth ond moinloin overoll bond roting. Beginning in Jonuory 2007, lhe Budget Advisory Committee (BAC), with support lrom City odministrotion, undertook the tosk o[ onolyzing the City's exisling policies, identifying best proctices os recommended by the Government Finonce Of{icers Associolion IGFOA), ond reviewing policies of other highly-regorded municipolities. City stof[ conducted extensive reseorch ond provided insight regording roting ogency considerotions for improving their perspective on the finonciol outlook for the City. The following policies include those thot hove been odopted by the City Commission os o restrh of thot efforl, os well os policies hove hod existed prior lo thot lime. Policy: Stobilizotion Funds ond Fund Bolonce/ Contingency Plonning ond Cosh Reserves On June 5, 1996, the City Commission odopted Resolution No. :622014 which opproprioted $ I 0 mill'on into o reserve for(tn:ruxi:: iitr f:t"li:: mffi;:lfl i';i; of the ensuing yeor. On Februory I 8, 1998, he City Commission odopted Resolution No. 98-22661 which delined o public emergency for which funds could be used os well os stipuloting thol expenditure specificolly requires o 5/7 vote rolher thon o mo jority of the Commission. On September 2l , 2006, the Commission odopted Resolution No. 2006-26341 which stoted thot in oddition to the I l% of Generol Fund Operoting Budget Emergency Reserve, the City of Miomi Beoch sholl hove o gool to mointoin o Generol Fund Reserve for Contingencies equol to 6% of the Generol Fund Operoting Budget. ln combinqtian wilh lhe 1 1% of Emergency Reserve, this represents 2 months of the Generol Fund Operoting Budgel expenditures. lf the Reserve for Contingencies level folls below the 6% level, o plon of oction will be required to increose the reserves over lhree to seven yeors lto ot leost 67.1 ond o percenloge of ony odditionol undesignoted [und bolonce sholl be eormorked toword ofloinmenl of the 6% level. Further, fie Resolution stoted thot the City of Miomi Beoch sholl hove o gool to develop ond mointoin oppropriote levels o[ reserves in the Enterprise Funds os in the Generol Fund, ond o gool jl mointoinino o reserre o[ 100'" of pending cloims in the Rrsk ?-rr;::r:'.ii*1,*::i::i:f;il":"hees'im''ied Policy: Debt lssuonce Article V of the City Chorler ond Article lll ol the City Code empower the City Commission with the outhority, by Resolution, lo issue bonds lor the purpose of poying oll or port of the cosl o[ proiects. The principol of ond interesl on eoch series of bonds sholl be poyoble from pledged revenues. At the option o[ the City Commission, the City moy covenonl to budgel ond oppropriote from nonod volorem revenue sources identified by the City by Resolution or from generol nonod volorem revenues of the City on omounl necessory lo moke up ony deficiency in the poyment o[ the bonds. Policy: Use of Non-Recurring Revenues Pursuonl lo Resolulion 2006-26341 , the City of Miomi Beoch will use one-lime, non-recurring revenue for copitol expenditures or onelime expenditures ond nol to subsidize recurring personnel, operotions ond moinlenonce cosl. Policy: Boloncing the Operoting Budget The Office o[ Monogemenl ond Budget (OMB) is responsible for ensuring the [inonciol stobility ond integrity o{ the orgonizotion by mointoining o bolonced budget. This is occomplished by the development, presentotion, ond odoption o[ the orgonizotion's onnuol operoting budget in occordonce with the requirements of Florido Stote Stotute 200.065, commonly referred to os TRIM ITRUTH lN MILIAGE). Addltionolly, Florido Store Stotute 166.241 requires lhol lhe omounl ovoiloble from toxolion ond other sources, including omounts corried over from prior liscol yeors, must equol the lotol oppropriotions lor expenditures ond reserves. A budget ordinonce is bolonced when the sum of estimoled net revenues ond opproprioted fund bolonces is equol to oppropriotions. Furlher, Resolution 94-21258 odopted on July 27, 1994 reguies review ond reporfing to the Miomi Beoch City Commission o[ odiustments ond omendments lo the City of Miomi Beoch onnuol budget for lhe purposes o[ conforming octuol expendilures lo the odopled budget ot leost once every quorter. Poli Pension Reform 90 Qolicies On July 1 7, 201 3, the Cily Commission odopted Resolution 201 3- 28290, which includes policies ond guidelines intended to oddress increosing cosls derived from lhe benelits provided lo the pension plon members, porliculorly in the City Pension fund for Firefighters ond Police Officers in the Ciry of Miomi Beoch, which represent the fostest growing costs to the Cityt budget in recent yeors. These policies ond guidelines oddress four perspectives to ensure long{erm pension reform: ll} Aflordobility ond Sustoinobility, (2) Appropriote Benefits to Provide to Employees, (3) Recruilmenl ond Relention, ond (4) Monogement o[ Risk/Risk Shoring. FINANCIAL POLICIES Policy: Guidinq the Desiqn o[ Proqroms ond Services Pursuonl lo Resolulion 200626341 The City of Miomi Beoch sholl creote o shotegic plon thot identifies multi-yeor strolegic priorities (Key lntended Outcomes) with corresponding result meosures for eoch priorily. Annuolly, the City of Miomi Beoch sholl use o strolegic plonning process to develop initiotives thot support the strotegic plon priorities. The budget process ond formol sholl be performoncebosed qnd focused on Key lnlended Oulcomes ond performonce meo5ures. Any new initiolives not core lo the City's core mission or Key lntended Outcomes identified in the skotegic plon thot is greoler thon 0.5% of budget for the fund impocted per yeor, or cumulotively, sholl be first considered os port of the City's onnuol strotegic plonning process to develop iniliotives. Policy: Cosh Monogement Excess cosh during the yeor is invested in cosh deposits, money morket funds, U.S. Treosury obligotions, U.S. governmenl ogencies, commerciol poper, corporole bonds, ond repurchose ogreements. The inveslmenl policy of the City is to minimize credit ond morket risks while mointoining o competitive yield on its portfolio. Accordingly, deposits were either covered by federol deposilory insuronce or o colloterol pool held by the Stole Treosurer for the benefit of oll public deposits in Florido, or by colloterol held by third porlies in trust in the nome o[ the City. All cosh ond inveslmenE of the City currently meet the criterio for Risk Cotegory #1 os defined by the Governmentol Accounting Stondords Boord. Policy: Monoging lnvestmenls On September 27 , 1995, Resolution 95-21 226, os omended by Resolution 97-223l5 on Morch 5, 1997 , odopled on inveslmeni policy for lhe City o{ Miomi Beoch which specifies the outhorized investmenl oplions ond defines the percenloge o[ City [unds which moy be invested in soid cotegories. The investment obieclives ore sofefy o[ copitol, return on copitolond liquidityof copilol. lnvestment returns ore importont ond con moke signilicont conkibution to the City's operolions ond copitol projects. Therefore, every ellort is mode to select the most odvontogeous inveshenl vehicle ond term o[ investmenl lo moximize eornings. However, sofety ond liquidity, in thot order, bke precedence over the return. Resolution 2004'25456 odopted on Jonuory I 4, 2004 outhorized the Adminiskotion lo conkocl with MBIA Municipol lnveslors Service Corp provides lnveslmenl Advisory services lo lhe City to monoge ond direct the inveslment o[ excess funds ln occordonce with the City of Miomi Beoch lnvestmenl Policy investment obiectives. Policy: Copitol Asset Acquisition, Moinlenonce, Replocement ond Retirement Pursuonl 1o Resolulion 2006'26341, the City of Uiomi Beo! sholl hove o gool to lund ot leost 5% of the Generol Fund for the following copitol needs os o permonent port o[ the budget: Copitol Renewol snd Replocement To ensure odequote funding for the renewol ond replocemenl of the City's Generol Fund focilities to extend the uselul life or reploce equipment whose useful li[e hos expired. City of Miomi Beoch Resolution No. 2OO4-25697 , doted September 28, 2004, esloblished o reskicled renewol ond replocemenl occounl is [unded by dedicoting o portion of the milloge. The dedicoted milloge ond project specific oppropriotions from the fund ore reviewed ond opproved eoch yeor by the City Commission os port of fie budget process. Unused funds stoy in the occounl until proiects ore completed or con be used lor other proiects subiect to Commission opprovol. The City Commission Resolution No. 2005-25832, doted Februory 23, 2005, estoblished more slringent crilerio for the use of these funds by summorizing the criterio into three criticol oreos; include o preomble/whereos clouse perloining to emergency use ol funds; ond provide o provision for emergency use of the funds. Copitol Reserve Fund To help ensure odequole lunding reloted lo previously opproved ilfi|'"',",'"":,:,i:ffi ::::ilH:If,il:*::,"J?ffi?:i"'.L l. Further, Resolution 2006-26341, stipulotes thot the City of Miomi Beoch sholl hove o gool to develop ond moinloin oppropriote levels o[ copilol reserves in the Enterprise Funds os in the Generol Fund. 2. ln oddition, Resolution 2002-24764 requires thot ot leost 50% of the onnuol Generol Fund revenues in excess of expenditures sholl be tronsferred to the Copitol Reserve Fund. Poy-As-You-Go Copitol Fund To ensure odequote on€oing reinveslment in copitol plont ond equipment ond ovoid deferring copitol needs until there is o moior bond issue, City of Miomi Beoch Resolution No. 201 8- 30429, dored )uly 25, 2018, esroblished o dedicored milloge commencing in FY 201 9 to continue funding Generol Fund copitol projects while simultoneously ollowing for growth over time with property volues. Copitol lnvestment Upkeep Fund To help ensure odequote funding for Generol Fund nonJocility reloted upkeep. lnformotion ond Communicolions lechnolooy Fund To help ensure odequote funding [o, the p,ocu,ernllt of n"* Oenhonced informotron ond technology needs of the Crty. 9l FINANCIAL POLICIES Policy: Resort Tox Reserve Fund rln April 23,201A. the CiV Commission odopted Resolution !ra.zasas bosed upon the recommendorions ol the Budget Advisory Committee, which estoblished o [inonciol policy lor the estoblishmenl of o reserve in the City's Resorl Tox Fund. The odopled reserve policy for the Resort Tox Fr-,nd oddresses the volotility of this key funding source to minimize potentiol fulure negotive impocts from unforeseen events, ensures conlinuity o[ operotions in both the Resort Tox Fund ond Generol Fund, ond moinloins or improves the C;ty's credit rolings. The Resort Tox, Fund reserve policy wos omemded os follows: (J ) The City of Miomi Beoch sholl moinloin o minimum reserve in lhe Resort Tox Fund lFund 160) of two monfis o[ lotol revenue o[ the 27o resorl lox ond sholl hove o gool o[ mointoining o minimum reserve equol lo six months o[ totol revenue of the 2% resort tox; (2) Soid gool o[ six months of totol revenue o[ the 2% resort tox sholl be estoblished within the timefrome o[ ten yeors elfective os of October l, 2019; (3) A permonenl contingency reserve is hereby estoblished in on omounl nol less thon two monfis o[ lolol revenue o[ the 2% resorl tox in the Resort Tox Fund to be held for use in o lblic emeroency if ond when on emergency olfecting life, heolth, !p",,y, pubrrc sotety, or o srgnrtrcont economrc rmpo, on resorr tox colleclions, ond the expenditure of such funds is outhorized by o fivesevenths 15/71 vole of the City Commission; {4} Soid contingency rese.ve sholl be increosed or decreosed onnuolly, but sholl be mointoined ql o minimum omount o[ two months of tolol revenue of the 2% resort tox of the then existing Resort Tox Fund Budget; {5) As the reserve level increoses over lime lo meet the six month gool, the minimum required 27" Resort Tox reserve will increose obove the iniliol two months, os o moving floor, beginning on ottoinment o[ the remoining torget. For exomple, once the reserve otloins lhe four month torgel ot the end o[ o liscol yeor, lhe minimum reserve would increose to firee monlhs ond so on, until the six monlh minimum reserve is ochieved; (6) Prior to ony expenditures from this reserve, lhe Moyor ond City Commission musl declore on emergency oflecting life, heolth, property, public sofety, or o signi[iconl economic impoct on resorl tox collections, ond outhorize soid expenditures by o five sevenlhs (5/ 7) vote. The Administrolion is directed b reslore the reserve lo its olorementioned level in on omounl o[ nol less thon five hundred thousond dollors ($500,000) onnuolly, by on omendment to the Adopled Resort Tox Fund Budgei. Policy: Fees ond Chorges On July 30, 2003, the City Commission odopled Resolution 2003- 25299 which estoblished thot {l) on odministrotive review of the City fees sholl be initioted whenever the chonge in the CPl, between the current CPI ond the dote of the CPI used to estoblish the lost fee odiustment, is greoter thon 5'/"; ond l2l upon reoching the threshold ond, following o survey of lees lor similor services in surrounding communilies ond/or onolysis lo review lhe currenl cost of providing such services, the Adminiskotion sholl prepore its recommendolion thot odiustment to City fees be incorporoled into on omended ordinonce or resolulion, os oppropriote, with finol opprovol o[ some by the City Commission. For more inlormolion on *rese Resolutions ond other documents, visit fie City of Miomi Bsoch's document center ot: hfips://docmgmt.miomibeochf l.gov/weblink/ From there, you con browse o lorge collection of officiol City documenh by using $e seorch bor. o WANT EVEN AAORE INFORMATION? 92 On lonuory 16, 2019, the City Commission Adopted Resolution 2019'30664 bosed upon the recommendotions o{ the Budget Advisory Committee, which omended the City's Resorl Tox Fund reserve policy os set forth in Resolution 2014-28543. s E D'I I m I s I 't. I i- I I t I I .i o o o lnvestment Policy and Procedurea o o o o o o o GITY OF MIAMI BEACH INVESTMENT POLIGY AND PROCEDURE Approved and Amended as of December 12,2018 o t. r. ilt. tv. v. vt. Table of contents o o vll. vl[. tx. x. xt. xI. xl[. xtv. Maturity and Liquldlty Requirements Suitable and Authorized lnvestments .6 7 xv. xvt. xv[. xvilt. xtx. xx. xxl. xxil. xxill. xxtv. xxv. xxvt. Po rtfol io Co m pos iti o n o nd Dive rs if icoti o n Derivatives......,. ................18 Prohlblted lnvestments...... ..........................18 Authorized lnvestment lnstitutions and Oea1ers..........................................19 Quolified Finonciol lnstitutions ond Securities Deolers Selection Criterio Third-Pafi Custodial A9reements..................... ................20 Delivery vs. Poyment Treasury Management Service Master A8reement,.,...,....,...,.......,.,........,.......21 Bid Requirements ........................ ...................21 lnternal Controls 22 Appendices: A. Section 278.475, Florida Statutes B. GFOA Recommended Practices C. lnvestment Firm Certification Form D. Master Repurchase Agreement E. lnvestment Pool/Fund Questionnaire F. Glossary of Cash and lnvestment Management Terms 2 o O I. BACKGROUND The Florida Legislature passed CS/SB 2O9O (CS/HB 1795) on May 4, 1995, Among other provisions of this legislation each local government entities required to create, adopt and maintain comprehensive investment policies, incorporating fourteen required elements. The City has operated under investment guidelines adopted in 1985 and subsequent Ordinance No. 87-2588 and 92-2793 which authorized additional investment alternatives for the City. Due to the adoption of Chapter 218.415 of the Florida Statue, which governs investment policies for local governments, the Mayor and City Commission adopted Resolution No.95-21726 on September 27, 7995. ThE City Code Section 184-1 (reflecting the City's prior adopted investment policies) was repealed. The City's lnvestment Policy and Procedure has been amended accordingly. II. GENERAL OVERVIEW The City of Miami Beach has established policies relating to the investment of excess funds. Excess funds are defined as funds not required to meet short term expenditures of the City. Excess funds are placed in two general categories of investments, The first category is "cash management investments." Cash management investments are defined as investments whose terms are less than one year. Those funds placed in cash management investments include all daily operating funds, debt service funds and various deposits. The second category is "long term city investments." Long term city investments are investments whose terms are more th an one year. III. CASH MANAGEMENT Short term expenditures are defined as all daily operating expenditures excluding payroll and debt service which are invested based on their payment cycle. For short term expenditures, the City maintains a continuous investment program, a Municipal NOW account, collateralized by full faith and credit instruments ofthe U.S. Government and its A8encies, held by the State of Florida, with the City designated as collateral beneficiary. The City complies with the State of Florida "Public Deposits Law" Chapter 280 Florida Statutes. Chapter 280 insures the City against investment principal loss on certificates of deposits and demand deposits in excess of S25O,OOO per institution. FDIC insurance covers demand deposits up to 5250,000 per institution. The City will utilize only financial institutions qualified under Chapter 280, a listing of which is received by the City and reviewed on a quarterly basis. The City also complies with Chapter 280 by filing all required reports annually with the State' tv. ScoPE This lnvestment Policy ("Policy'') applies to all transactions involving the financial assets held or controlled by the City of Miami Beach ("City")and its blended component units, not otherwise classified as restricted assets requiring separate investing, in accordance with the requirements of Section 2L8.4L5, Florida Statutes. This Policy sh all not apply to discrete component units and pensio n funds, inclu d ing those fu nds under chapters 175 and 185, or funds related to the issuance of debt where there are other o O 3 existing policies or indentures in effect for such funds or assets held by third parties (custodians or money managers) under Bond Trust lndenture Agreements. Each pension system has elected or appointed members to its pension Board of Trustees who exercise oversight over money managers engaged to manage pension fund investments in accordance with policies and guidelines established by each pension system. The Boards, therefore, have oversight authority over investments for pension systems and the City does not actively participate in this process. Cash and investment balances as defined in this Section are entirely known as "Available Fu nd s." V. BOND FUNDS Notwithstanding anything to the contrary contained in the bond documents or these investment guidelines the provisions pertaininS to investment of monies under all ordinances, resolutions, trust indentures and atreements adopted or entered into by the City in connection with bonds issued by the City or other dept incurred by the City will control and supersede the provisions herein contained with respect to the investment of such monies. vt. oBJEcTtvEs The primary objectives, in priority order, of investment activities shall be safety of capital, liquidity of funds and then return on investment. Sofetv of Copitsl Safety of capital is the primary objective of the investment program. Accordingly, the overall investment portfolio shall be managed to ensure capital (principal) losses are avoided by mitigating credit risk and interest rate risk. Credit Risk Credit risk is the risk of loss due to the failu re of the secu rity issuer or su pporter. Credit risk is mitigated by: . LimitinB investments to the safest types of securities. r Prequalifying financial institutions, broker/dealers, intermediaries, and advisors with which the City will do business. o Diversifuing the investment portfolio to minimize potential losses on individual securities. o Monitorint investments to anticipate and respond appropriately to changing market conditions. Sructuring portfolio maturities to match cashflow requirements for ongoing operations, thereby avoidinS the need to sell securities on the open market prior to maturity. o o 4 a O lnterest Rote Risk lnterest rate risk is the risk that the market value of securities in the portfolio will fall due to changes in general interest rates. lnterest rate risk may be mitigated by: o lnvesting operating funds primarily in shorter-term securities O Liouiditv The investment portfolio shall remain sufficiently liquid to meet all operating, payroll, and capital requirements that may be reasonably anticipated. The portfolio should always encompass the ability for quick conversion to cash without loss of principal to meet cashflow requirements. Return on lnvestment The investment portfolio shall be designed with the objeaive of attaining a market rate of return throughout budgetary and economic cycles, considering the investment risk constraints and liquidity needs. Return on investment is of least importance compared to the safety and liquidity objectives described above. However, return is attempted through active manag€ment where th€ adviser utilizes a total return strategy (which includes both realized and unrealized gains and losses in the portfolio). This total return strategy seeks to increase the value of the portfolio through reinvestment of income and capital gains. The core of investments is limited to relatively low risk securities in anticipation of earning a fair return relative to the risk being assumed. Despite this, a portfolio manager may trade to recognize a loss from time to time to achieve a perceived relative value based on its potential to enhance the total return of the portfolio. VII. PRUDENCEANDETHICATSTANDARDS lnvestments shall be made with judgment and care, u nder circumstances then prevailing, which persons of prudence, discretion, and intelligence exercise in the management of their own affairs, not for speculation, but for investment, considering the safety of capita l, liquidity needs, and the expected income to be derived from the investment. Officers and employees involved in the investment process shallrefrain from personal business activity that could conflict with the State Statutes and other laws, proper execution and management of the investment program, or that could impair their ability to make impartial decisions. Employees and investment officials shall disclose any material interests in financial institutions with which they conduct business. They shall further disclose any personal financia l/investment positions that could be related to the performance of the investment portfolio. Employees and officers shall refrain from undertaking personal investment transactions with the same individual with whom business is conducted on behalf of the City. While the standard of prudence to be used by the City's staff is the Prudent Person standard, any person or firm hired or retained to invest, monitor, or advise concerning these assets shall be held to the higher standard of "Prudent Expert." The standard shall be that in investing and reinvesting moneys and in acquiring, retaining, managing, and disposing of investments of these funds, the contractor shall exercise: the judgment, care, skill, prudence, and diligence under the circumstances then prevailing, which persons of prudence, discretion, and intelligence, acting in a like capacity and familiar with such matters would use in the conduct ofan enterprise of like character and with like aims by diversifying the investments ofthe funds, so as to minimize the risk, considering the probable income as well as the probable safety of O 5 their capita l. VIII. AUTHORIW AND RESPONSIBIUW The Chief Financial Officer (CFO) is designated as the investment officer of the City and is responsible for the oversight of the management of the investment portfolio and to establish and maintain internal controls over the investment process consistent with this Policy, under the direction of the City Manager. The CFO has designated the Deputy Finance Director and Treasury Manager as the individual responsible for managing the City's investments. The lnvestment Advisor discusses investments with upcoming maturities with the CFO or designee if there is a question as to new maturitytarget dates ortype of investment vehicle to be used. Based on these discussions, the lnvestment Advisor executes the transaction and completes an "lnvestment Transaction Report" for each investment transaction. Funds related to each investment are transferred according to authorized funds transfer procedures and limits established under the provisions of the City's contract with its main depository bank. ln accordance with Resolution No. 2012-27816, the City is required to have an investment advisor with regards to the management of its investment program. lnvestment advisors shall be registered with the Securities Exchange Commission under the lnvestment Advisors Act of 1940. Advisorsshall be selected using the City's authorized purchasing p rocedures for selection of professional services and shall be subject to the provisions of this lnvestment Policy. Under no circumstance shallthe advisor take custody of any City funds or securities. The City maintains employee dishonesty insurance and bonding for all employees and officials with signatory authority. IX. MATURTY AND UQUIDTTY REqUIREMENTS Each year a cash flow analysis will be completed to determine the acceptable allocation and balances for each ofthe following funds. The Deputy Finance Director or Treasury Manager will be responsible for the cash flow analysis, which will be presented to the CFO for review. Operoti a Funds To the extent possible, an attempt will be made to match investment maturities with known cash needs and anticipated cash flow requirements. lndividual investments of current operating funds shall have maturities of no longer th an twenty-four (24) months ("Short-Term Portfolio"). Core Funds lnvestments of reserves, capital funds, and other non-operating funds ("Long- Term Portfolio") shall have a term appropriate to the need for funds, but in no event shall the maturity of any individual security exceed seven (7) years and the average duration of the portfolio may not exceed three (3) years. O o 6 o o X. SUITABLE AND AUTHORIZED INVESTMENTS lnvestments should be made subject to the cash flow needs and such cash flows are subject to revisions as market conditions and the City's needs change. However, when the invested funds are needed in whole or in part for the purpose originally intended or for more optimal investments, the CFO or designee may sell the investment at the then-prevailing market price and place the proceeds into the proper account at the City's custodian. The table on the following page summarize the investment instrument parameters and allocation limits on security types, issuers, and maturities, as established by the City. For complyinS with allocation limits, the term "Available Funds" is defined as Section I of this Policy and not including balances invested in the overnight sweep investment. The CFO or designee shall have the option to further restrict investment percentages from time to time based on market conditions, risk and diversification investment strategies. The percentage allocation requirements for investment types and issuers are calculated based on the market value of each investment at the time of purchase. lnvestments not listed in this Policy are prohibited. I Remainder of the page left blank intentionally]o 1 o Summary of Composition and Diversification t The combined total of available funds invested in Federal lnstrumentalities and Mortgage Backed Securities cannot be more than 80%. ++ SYo of operating funds. Bond proceeds not permitted. +** National Recognized Statistical Rating Organization (NRSRO). o 8 A/0'/qm N/A N/AAFlorida PRIME Fund 7 Years 700%N/ABUnited States Government Secu rities N/A 7 Years 5Oo/o 25o/ocUnited States Government ABencies (full faith and credit of the United States N/A N/A 7 Years 8Oo/o 40o/oDFederal lnstrumentalities (United States Government Sponsored Enterprises ("GSE") which are non-full faith and credit).* N/A 5 Years L5o/o t5%E Mortgage-Backed Securities (MBS) r 3 Years 25o/o t5%F lnterest Bearing Time Certificates of Deposit or N/A N/A 90 Days 25o/oRepurchase Agreements P-7/A-r 270 Days 25o/o 5%H Commercial Paper AA rating category by any two NRSROs*** 5 Years 4Oo/o 5%I Corporate Notes 75o/o s%AA rating category by any two NRSROs*** 5 YearsJAsset-Backed Securities (ABS)' * P-uA-7 180 Days 20%5o/oKBankers' Acceptances 5 Years 20%loo/oA rating category by two NRSROs*t * L State and/or Local Government Taxable and/or Tax-Exempt Debt AAAm N/A l00o/o 50%M Money Market Mutual Funds A rating category by S&P or another NRSROstrr 3 years sYo*+N/ANState of lsrael Bonds* + A.idAm N/A 7000a 5Oo/oolntergovernmental lnvestment Pool N/A 2s%\oo/.N/APFlorida League of Cities, lnc. Mutual Funds Minimum Rating Requirement O Maturity Iimits Maximum Allocation Limit Maximum lssuer Limit Security Type 2s% 25%G o PORTF O LI O CO M P OSITI O N AN D DIV E RSI F I CAT IO N Diversity of investment types is high ly desirable. To promote diversity, no security or individual cusip shall exceed 5% ofthe City funds. Such diversity is necessary in cases where securities are traded frequently and not held to maturity and where volatile securities are traded. The Florida PRIME Fund. 1. lnvestment Authorization lnvest in the Florida PRIME Fund. 2. Portfolio Composition A maximum of 25% of Available Funds may be invested in the Florida PRIME Fund. 3. Rating Requirements The money market funds shall be rated by Standard & Poo/s or the equivalent by another Nationally Recognized Statistical Ratings Organization (NRsRo). B. United States Government Securities 1. Purchase Authorization lnvest in negotiable direct obligations, or obligations the principal and interest of which are unconditionally guaranteed by the United States Government. Such securities will include, but not be limited tothe following: Cash Management Bills Treasury Securities - State and Local Government Series ("SLGS") Treasury Bills Treasury Notes Treasury Bonds Treasury Strips 2. Portfolio Composition A maximum of 100% of Available Funds may be invested in the United States Government Securities. A o 9 o 4. Due Diligence Requirements A thorough review of any money market fund is required prior to investin& and on a continual basis. The questionnaire provided in Appendix E must be completed prior to investing. 3. Maturity Limitations The maximum length to maturity of any direct investment in the United States Government Securities is seven (7) years from the date of purchase. C. United States Government Agencies (full faith and credit ofthe United States Government) 1. PurchaseAuthorization lnvest in bonds, mortgage instruments, debentures or notes which may be subject to call, issued or guaranteed as to principal and interest by the United States Government Agencies, provided such obligations are backed by the . full faith and credit of the United States Government. Such securities will include, but not be limited to the following: Government National Mortgage Association (GNMA) GNMA guaranteed mortgage-backed bonds GNMA guaranteed pass-through obligations United States Export - lmport Bank Direct obligations or fully guaranteed certificates of beneficial ownership Farmer Home Administration Certificates of benefi cial ownership Federal Financing Bank Discount notes, notes and bonds Federal Housing Administration Debentures General Services Administration United States Maritime Administration Guaranteed Title xl Financing New Communities Debentures United States Government Suaranteed debentures United States Public Housing Notes and Bonds United States Government guaranteed public housing notes and bonds United States Department of HousinS and Urban Development Project notes and local authority bonds 2. Portfolio Composition A maximum of 50% of Available Funds may be invested in United States Government Agencies. 3. Limits on lndividual lssuers A maximum of 25% of available funds may be invested in individual United States Government Agencies. o o 10 o o o 4. Maturity Limitations The maximum length to maturity for an investment in any United States Government Agency security is seven (7) years from the date of purchase. D. Federal lnstrumentalities (United States Government Sponsored Enterprises ("GSE")which are non-full faith and credit). 1. Purchase Authorization lnvest in bonds, mortgage instruments debentures or notes which may be subject to call, issued or guaranteed as to principal and interest by Federal lnstru mentalities (United States Government Sponsored Enterprises), which are non- full faith and credit aBencies including the following: Federal Farm Credit Bank (FFCB) Federal Home Loan Banks (FHLB) Federal National Mortgage Association (FNMA) Federal Home Loan MortgaEe Corporation (Freddie- Mac) including Federal-Home Loan Mortgage Corporation participation certif icates 2. Portfolio Composition A maximum of 80% of Available Funds may be invested in Federal lnstrumentalities. Callable securities are limited to 20% of Available Funds. The combined total of available funds invested in Federal lnstrumentalities and MortgaSe Backed Securities cannot be more than 80%. 3. Limits on lndividual lssuers A maximum of 40% of Available Funds may be invested in individual Federal lnstrumentalities, 4. Maturity Limitations The maximum len$h to maturity for an investment in any Federal lnstrumentality security is seven (7) years from the date of purchase. E. Mortgage-Backed Securities (MBS) 1. Purchase Authorization lnvest in mortgate-backed securities (MBS) which are based on mortgates that are guaranteed by a government agency or GSE for payment ofprincipal and a guarantee of timely payment. o 11 2. Portfolio Composition A maximum of 15% of available funds may be invested in MBS. The combined- total of available funds invested in Federal lnstru mentalities and Mortgage Backed Securities cannot be more than 80%. 3. Limits of lndividual lssuers A maximum of 15% of available funds may be invested with any one issuer. 4. Maturity Lim itations A maximum length to maturity for an investment in any MBS is five (5) years from the date of purchase. The maturity of mortgage securities shall be considered the date corresponding to its average life. This date reflects the point at which an investor will have received back half of the original principal (face) amount. The average life may be different from the stated legal maturity included in a security's description. F. lnterest Bearing Time Certificates of Deposit or Saving Accounts 1. Purchase Authorization lnvest in non-negotiable interest-bearing time certificates of deposit or savings accounts in banks organized under the laws of this state and/or in national banks organized under the laws of the United States and doing business and situated in the State of Florida, provided that any such deposits are secured by the Florida Security for Public Deposits Act, Chapter 280, Florida Statutes 2. Portfolio Composition A maximum ol 25o/o ol Available Funds may be invested in non-negotiable interest-bearing time certificates of deposit or savings accounts. 3. Limits on lndividual lssuers A maximum of 15% of Available Funds may be deposited with any one issuer. o o \t o 4. Maturity Limitations The maximum maturity on any certificate of deposit shall be greater than three (3) years from the date of purchase. o o G. Repurchase Agreements 1. PurchaseAuthorization 2. Portfolio Composition A maximum of 25% ol Available Funds may be invested in repurchase agreements excluding one (1) business day agreements and overnight sweep agreements. 3. Limits on lndividual lssuers A maximum ol 25% of Available Funds may be invested with any one institution excluding one (1) business day agreements and overnight sweep agreements. 4. Limits on Maturities The maximum length to maturity of any repurchase agreement is 90 days from the date of purchase. 5. Performance Calculation Overnight sweep investments for calculating investment performance and asset allocation requirements will be excluded from the calculations.o 13 a. lnvest in repurchase atreements composed of onlythose investments based on the requirements set forth by the City's Master Repurchase Agreement. All firms are required io sign the Master Repurchase Agreement prior to the execution of a repurchase agreement transaction. b. A third-party custodian with whom the City has a current custodial agreement shall hold the collateral for all repurchase agreements with a term longer than one (1) business day. A clearly marked receipt that shows evidence of ownership must be supplied to the CFO and retained. c. Securities authorized for collateral are negotiable direct obligations of the United States Government, Government Agencies, and Federal lnstrumentalities with maturities under five (5) years and must have a market value for the principal and accrued interest of 102 percent of the value and forthe term ofthe repurchase agreement. lmmaterial short- term deviations from 102 percent requirement are permissible only upon the approval of the CFO or Deputy Finance Director. d. Repurchase Agreements will be limited to transactions in which the proceeds will be used to provide liquidity. Any investment which is not issued in "Book Entry Only" form is physically held by the City in a secure vaulted area and surrendered only when invested funds and earnings are received by the City at maturity. H. Commercial Paper 1. Pu rchase Authorization lnvest in commercial paper of any company operating in the United States that is rated, at the time of purchase, at a minimum "Prime-l" by Moody's or better and "A-1" by Standard & Poor's or better (prime commercial paper) or the equivalent by two NRSROS at the time of purchase. l. Corporate Notes 1. Pu rchase Authorization lnvest in corporate notes issued by corporations operating within the United States or by depository institutions licensed by the United States that have a long-term debt rating with a minimum "AA" rating category, or better, by any two NRSROs at the time of purchase. 2. Portfolio Composition A maximum of 40% of Available Funds may be directly invested in corporate notes. 3. Limits on lndividual lssuers A maximum of 5% of Available Funds may be invested with any one issuer. 4. Maturity Limitations The maximum length to maturity for corporate notes shall be five (5) years from the date of purchase. J. Asset-Backed Securities (ABs) 1. Purchase Authorization The City may invest in asset-backed securities (ABS)which are bonds or notes backed by financial assets with a minimum "AA" rating cateSory or better, by any two NRSROS at the time of purchase. O o 74 o 2. Portfolio Composition A maximum ol 25o/o ol Available Funds may be directly invested in prime commercial paper. 3. Limits on lndividual lssuers A maximum of 5% of Available Funds may be invested with any one issuer. 4. Maturity Limitations The maximum length to maturity for prime commercial paper shall be 270 days from the date of purchase. o o 2. Portfolio Composition A maximum of 15% of available funds may be invested in ABS 3. Limits of lndividual lssuers A maximum of 5% of available funds may be invested with any one ABS. 4. Maturity Limitations A maximum length to maturity for an investment in any ABS is five (5) years from the date of purchase. The maturity of asset-backed securities shall be considered the date corresponding to its averaSe life. This date reflects the point at which an investor will have received back half of the original principal (face) amount. The average life may be different from the stated legal maturity included in a security's description. K. Bankers'Acceptances 1. PurchaseAuthorization lnvest in Bankers' Acceptances issued by a domestic bank or a federally chartered domestic office of a foreign bank, which are eligible for purchase by the Federal Reserve System, at the time of purchase, the short-term paper is rated, at a minimum, "P-1" by Moody's lnvestors Services or better and "A- 1" Standard & Poor's or better, or the equivalent by another NRSROs. 2. Portfolio Composition A maximum of 20% of Available Funds may be directly invested in Bankers' Acceptances. 3. Limits on lndividual lssuers A maximum of 5% of Available Funds may be invested with any one issuer. 4. Maturity Limitations The maximum length to maturity for Ban kers' Acceptances shall be 180 days from the date of purchase, L. State and/or Local Government Taxable and/or Tax-Exempt Debt 1. Purchase Authorization lnvest in state and/or local government taxable and/or tax- exempt debt, general obligation andfor revenue bonds, rated, at the time of purchased, at a minimum single "A" category by any two NRSROs, or rated at a minimum "VMlG2" by Moody's or better and "A-2" by Standard & Poor's or better for short-term debt or the equivalent by another NRSRO. O _15 2. Portfolio Composition A maximum of 20% of Available Funds may be invested in taxable and tax- exempt debts, 3. Limits on lndividual lssuers A maximum of 10% of Available Funds may be invested with any one issuer. 4. Maturity Limitations A maximum length to maturity for an investment in any state or local government debt security is five (5) years from the date of purchase. o o M. Money Market Mutual Funds 1. Purchase Authorization lnvest in shares in open-end and no-load money market mutual funds provided such funds are registered under the Federal lnvestment Company Act of 1940 and operate in accordance with 17 C.F.R. 5 270.2a-7, which stipulates that money market mutual funds must have an average weighted maturity of 60 days or less. The money market mutual funds shall be rated, at a minimum, /Aufuqm/ by Standard & Poor's or the equivalent by another NRSRO. The prospectus of such funds m ust indicate that the share value shall not fluctuate. 2. Portfolio Composition A maximum of LO}o/o of Available Funds may be invested in money market mutual fu nds. 3. Limits of lndividual lssuers A maximum of 50% of Available Funds may be invested with any one money market mutual fund. 4. Due Diligence Requirements A thorough investigation of any money market mutual fund is required prior to investing and on a quarterly basis. The questionnaire provided in Appendix E must be completed prior to investinS. A current prospectus must be obtained prior to investing. o 16 o o N. state of lsrael Bonds 1. lnvestment Authorization lnvest in lsrael bonds, notes or instruments and backed by the full faith and credit of the government of lsrael with a minimum Single "A" ratin& or better, by Standard & Poor/s or the equivalent by another NRSRO at the time of purchase 2. Portfolio Composition A maximum of 5% of Available operating Funds may be invested in lsrael Bonds. No Bond Proceeds shall be invested in lsrael Bonds. 3. Limits of lndividual lssuers Not Applicable. 4. Maturity Limitations The maximum length to maturity for State of lsrael Bonds shall be 3 years from the date of purchase. O. lntergovernmental lnvestment Pool 1. lnvestment Authorization lntergovernmental investment pools that are authorized pursuant to the Florida lnterlocal Cooperation Act, as provided in Section 153.01, Florida Statutes and have a rating of "AAAm" by Standard & Poor's, or the equivalent by another NRSRO. 2. Portfolio Composition A maximum of TOCfzL of Available Funds may be invested in intergovernmental investment pools. 4. Due Diligence Requirements A thorough investigation of any pool fund is required prior to investing and on a quarterly basis. The questionnaire provided in Appendix E must be completed prior to investing. A current prospectus must be obtained prior to investing. O 17 3. Limits of lndividual lssuers A maximum ol 50% of Available Funds may be invested with any one intergovernmental investment pool. P. Florida League of Cities, lnc. Short Term Fixed lncome Mutual Funds 1. lnvestment Authorization Florida League of Clties, lnc. Short Term Fixed lncome Mutual Funds 2. Portfolio Composition A maximum ol 25% of Available Funds may be invested in the Short Term Fixed lncome Mutual Funds 3. Limits of lndividual lssuers A maximum of 10% of Available Funds may be invested with any one Florida League of Cities, lnc. Short Term Fixed lncome Mutual Fund. 4. Due Diligence Requirements A thorough investigation of the Funds is required prior to investing and on a quarterly basis. The questionnaire provided in Appendix E must be completed prior to investing. A current prospectus must be obtained prior to investing. XI. DERIVATIVES Derivatives shall be utilized only if specifically authorized as part of the investment plan and the CFO or designee has sufficient understanding/expertise to invest in derivatives. All proposed derivative investments (including "SWAPS") will be analyzed by the City's Financial Advisor and will be presented to the Finance and Citywide Projects Committee and the City commission for approval. XII. PROHIBITEDINVESTMENTS Funds to be invested in cash management investments may not be invested in the following: O o Common Stock Private Placements Preferred Stock Convertible Bonds Margin Trading Venture Capital Options and Futures Oil and Gas Wells Warrants Foreign Exchange Short Selling Real Estate Limited Partnerships Commodities Any lnverse Floating Rate Securities U nregistered or Restricted Stock lO or PO Strips or lnverse Floater Mortgage Backed Securities 18 o o ln addition to the above prohibited investments, funds should not be invested in: a) any scrutinized companies with active business operations in Sudan or {ran as listed by the State Board of Administration (SBA) on a quarterly basis, which is outlined in the Protecting Florida's lnvestment Act (F.S. 215.442 and 215.473). b) any securities, stocks, or bonds issued by the Government of Venezuela or by any Company that is majority-owned by the Government of Venezuela or securities, stocks, or bonds issued by any institutions or companies doing business in or with the Government of Venezuela or any of its agencies or instru mentalities,, in violation of Federal Law. The City Commission may waive the prohibitions in the subsection E (b) if the regime existing in Venezuela as ofJuly 25, 2018 collapses and there is an need for immediate aid to Venezuela for Humanitarian reason. XIII. AUTHORIZED INVESTMENT INSTITUTIONS AND DEALERS The City shall only purchase securities from financial institutions, which are qualified as public depositories by the CFO of the State of Florida or from primary dealers (or their agents) as designated by the Federal Reserve Bank of New York and regional dealers who meet the following qualifications and criteria: Quolified Finonciol lnstitutions ond Secutities Deolers A list of qualified financial institutions and securities dealers authorized to provide investment services will be maintained by the lnvestment Advisor. This list will include approved primary and non-primary dealers. All financial institutions and securities dealers who desire to conduct business with the City must supply the following as appropriate: 1. Most recent audited financial statements (must be provided annually). 2. Proof of State Registration. 3. Certification attesting that the individuals responsible for the City's account have reviewed the City's lnvestment Policy, that they agree to comply with the Policy, that they agree to undertake reasonable efforts to preclude imprudent transactions involving the City's funds, and that they will disclose potential conflicts or risks that may arise out of business transactions between the City and their organization. However, if the City's investment advisor is responsible for the investment transaction, the City will allow the investment advisor to use their professional judgment for the selection of the appropriate qualified financial institutions and securities dealers. 4. Executed repurchase atreements, wire transfer agreements, collateral/depository agreements, and other banking services contracts as appropriate. o o 19 Selection Criterig The selection will be accomplished through 3n objective rating system which rates financial institutions and securities dealers on both product and performance measures. The selection of firms by the City includes the following evaluation criteria: 1. Financial strenSth and security ofthe financial institution or dealer. 2. lnstitutional and dealer qualifications as they relate to both general and specific product knowledge. 3. Technical support capabilities as well as the operational efficiency of the orga nization. 4. Abilityto provide value-added services. 5. Pricing competitiveness based on the ability to support both the "bid" and "ask" side of various securities market instruments. An ann ual review ofthe financial condition, registration, certification, and contracts of qualified financial institutions and securities dealers will be conducted by the investment advisor. The purpose of this process is to prevent influence being experienced by either City personnel or the financial institution in the selection of the institution chosen for the purchase of City investments. XIV. THIR}PARTYCUSTODIALAGREEMENTS All securities purchased by the Ciry under this section shall be properly designated as an asset of the City and held in safekeeping by a third-party custodial bank or other third-pa rty custodial institution, chartered by the United States Government or the State of Florida and no withdrawal of such securities, in whole or in part, shall be made from safekeeping except by the CFO or designee as authorized herein. ln addition, it may be found to be appropriate to accept confirmation from the trust company affiliated with the other party of the transaction if the structure of this affiliation is such that the two entities are fully independent of each other, that controls are adequate, and that the Citys security interest in the assets is not lost. Exceptions to this method ofcontrol will be the safekeeping of non-negotiable bank certificates of deposit, the Florida State Board of Administration, and various mutual funds which would require physical delivery without systematic handling found commonly with book entry securities. The City will execute third-party custodial agreements with a qualifying institution. Such agreements will include designation of authority from the City, details as to responsibilities of each party, notification of security purchases, sales, delivery, and wire transfers, safekeeping and transaction costs, procedures in case of wire failure, or other unforeseen conditions including liability of each party. o o 20 o o XV. TREASURYMANAGEMENTSERVICESMASTERAGREEMENT A "Treasury Management Services Master Agreement" has been developed, reviewed and accepted by the City and is part of the contract established with the City's main depository bank. This agreement is a standard Public Securities Association ("PSA") form agreement offering all recommended protection to the City. This a8reement is scheduled to be in effect for the duration of the contract with the City's main depository. The formal bidding process for investment instruments consists of the following procedures (Steps #1 through #4 are performed by lnvestment Advisor): 1. Maintain a bid list of approximately three (3) major financial institutions qualified under Chapter 280 and two major brokerage firms. This bid list is adjusted periodically to delete bidders who are non-responsive or non-competitive over a period of time, replacing such institution(s) with other qualified institutions which have expressed an interest to bid on Cityfunds. Qualified institutions are defined asfinancial institutions governed byChapter 280 of the Florida Statutes with a branch location in Miami-Dade County, Florida. Brokerage houses must maintain an office in Miami-Dade County, Florida and are selected based on the amount of equity in the firm, number ofyears the firm has been in operation and reputation. o o 2r DeliveN vs. Povment All trades, where applicable, will be executed by delivery vs. payment (DVP) to ensure securities are deposited in the eligible financial institution prior to the release of funds. Securities will be held by a third-party custodian as evidenced by safekeeping receipts. XVI. BID REQUIREMENTS Where feasible and appropriate, purchases and sales of securities initiated by the City or the lnvestment Advisor should generally be accompanied by price quotes from three (3) separate brokers/dealers to ensure the acquisition of market-based prices. Documentation will be retained for all bids, with the winning bid clearly identified. Competitive bids are not applicable in instances where the City has executed a cash management agreement with an approved institution which addresses the considerations described in the third-party agreement section above. ln certain circumstances where an institution or dealer informs the City or the lnvestment Advisor that a potential purchase or sale must be completed within minutes of notification, the competitive bidding Policy may be waived, providing the Coro designee specifically approves such individual transactions prior to execution, Periodically, various government agencies announced the issue of new securities to the financial markets. Since all new issues are generally sold at par, the City would not realize any benefit by purchasing these securities through the competitive bid process. ln the case of such new issues of "to be announced" (TBA) securities, the competitive bidding process need not apply. 2 3 4. Select the highest winning bid 5. Transfer funds in exchange for XVII. INTERNALCONTROLS The City has established a number employee error, m is re p rese ntatio n City. The internal controls are as foll 1. lnvestment transactions auth Department. 2. Wire transfer of funds author limits within the Finance De confirmation authorization by executed with the City's main 3. AII investment transactions re with the Deputy Finance Dire 4. A monthly report is prepared Manager early in the subsequ receives a copy of this report ledger on a monthly basis. 5. The Finance Department reco basis by comparint the City's The reconciliation of the gen investment transaction record 5. Each month, the Finance Depa statements with the City's re 7. Each year both internal audito controls as well as investment Place telephone calls requesting a bid from each institution on the bid list either on the day of the transaction or the afternoon immediately preceding the transaction date. Receive and note all bids on a standard form designated for this purpose and retain on file for each transaction. identiary receipt from winning bidder. internal controls to prevent loss of funds by fraud, third parties, or imprudent actions by employees of the rity is limited to specific persons within the Finance is restricted to specific individuals with specific dollar artment. All non-repeat type wire transfers require second individual specified in wire authority documents epository. uire the approval ofthe Treasury Manager in consultation or or CFO. y the lnvestment Advisor and distributed to the Treasury nt month for review. ln addition, the Finance Department nd reconciles these investments with the City's general ciles the City's general depository account on a monthly neral ledger with the applicable bank account statements. ral depository account would reveal any difference in g and the actual movement of funds. ment reconciles investments reflected in the custodial rd s. and the City's external auditors review existing internal ransactions by examining data on a random basis. o 22 o o XVIII. CONTINUINGEDUCATIONoThe CFO and any designees shall ann ally complete eight (8) hours of continuing education in sub.iects or courses related to invest ent practices and prod ucts. XIX. REPORTING The CFO or designee shall prepare a quarterly investment report, which includes a succinct management summary that provides a clear picture of the status of the current investment portfolio and transastions made over the last quarter. This report will be prepared in a manner which will allow the City to ascertain whether investment activities during the reporting period have conformed to the Policy. The report will include the following: o A listing 6f individual securities held at the end of the reporting period indicating type, transactions which occurred during the period, paramount (as well as adjusted cost basis), stated yield, maturity date, posted collateral, and actual investment earnings in dollars. o Unrealized gains or losses resulting from appreciation or depreciation by listing the cost and market value ofsecurities over a one-year duration that are not intended to be held under matu rity. . Avera8e weighted yield to maturity of the overall portfolio on investments as compared to applicable benchmarks. o The percentage ofthe total portfolio which each type of investment represents. . The lnvestment Advisor will provide a statement in the City's quarterly reports as to the whether the City's investments are in compliance with the Policy. A statement of the market value of the portfolio shall be issued at least quarterly. This will ensure that the minimal amount of review has been performed on the investment portfolio in terms of value and subsequent price volatility. Review should be consistent with the GFOA Recommended Practice on Marking-to- Market Practices for State and Local Government lnvestment Portfolios and lnvestment Pools (see appendix). xx. sEcuRtTtEs Every security held on behalf ofthe City must be properly earmarked a nd: lf registered with the issuer or its agents, must be immediately placed for safekeeping in a location that protects the City's interest in the security; lf in book entry form, must be held for th e cred it of th e governing body by a depository chartered by the Federal Government, the State of Florida, or any other state or territory of the United States which has a branch or principal place of business in the State of Florida as defined in Florida Statutes, Section 658.72, or by a national association organized and existing under the laws of the United States which is authorized to accept and exercise trusts and which is doing business in the State of Morkinq-to-Morket a o a 23 Florida, and must be kept in the depository in an account separate and apart from the assets of the financial institution; or r lf physically issued to the holder but not registered with the issuer or its aSents, must be immediately placed for safekeeping in a secured vault. The City may also receive bank trust receipts in return for investment of surplus funds in securities, Any trust receipts received must enumerate the various securities held, together with the specific number of each security held. The actual securities on which the trust receipts are issued may be held by any bank depository chartered by the Federal Government, the State of Florida, or any other state as defined in Section 658.12, Florida State Statutes, or by a national association organized and existing under the laws of the United States which is authorized to accept and execute trusts and which is doing business in the State of Florida. XXI. SALE OF SECURITIES when invested funds are needed in whole or in part for the purposes originally intended or for more optimal investments, the CFO or designee may sell such investments at the then- prevailing market price and place the proceeds into the proper account or fund. XXII. PERFORMANCEMEASUREMENTS ln order to assist in the evaluation of the portfolios' performance, the City will use nationally recognized performance measurements ("benchmarks") for the Short-Term and Long-Term portfolios. The use of benchmarks will allow the City to measure its returns against other investors in the same markets. Performance calculations will not include any balances invested in the overnight sweep accounts and savings accounts. Annually, the CFO will review the performance measurements to ascertain their continued relevance based on the composition of the City's portfolio. A. lnvestment performance of funds designated as short-term funds and other funds that must maintain a high degree of liquidity will be compared to the return on the S&P Rated GIP lndex Government 30 Day Yield. lnvestments of current operating funds shall have maturities of no longer than twenty-four (24) months. B. lnvestment performance of the LonS-Term Portfolio ("Core") will be compared to the BofA Merrill Lynch's 1-3 Year United States Treasury lndex or an equivalent index comprised of U. 5. Treasury or Government securities. The appropriate index will have a duration and asset mix that approximates the portfolio and will be utilized as a benchmark to be compared to the portfolio's total rate of return. o o 24 o o o XXIII. INVESTMENTCOMMITTEE The City may have an lnvestment Committee that meets on a quarterly basis to discuss the performance of the City's investment portfolios, the compliance of the portfolio with regard to the Policy, and items such as economic and market conditions. The lnvestment Committee will be made up of members selected by the CFO or designee. XXIV. EXEMPTIONS Any investment held that does not meet the guidelines of this Policy, at the time the Poliry is adopt€d, shall be exempt from the requirements of this Policy. At maturity or liquidation, such moneys shall be reinvested only as provided by this Policy. XXVI. HISTORY OF AMENDMENTS November 18, 1987 September t6, 1992 March 15, 1997 September 27, 1995 March 5, 1997 July 11, 20O7 January 11, 2012 September 72,2OtB Ordinance No. 87-2588 Ordinance No. 92-2793 Ordinance No. 97-3074 Resolution No. 95-21726 Resolution No. 97-22315 Resolution No. 2007-26602 Resolution No. 2012-27816 Resolution No. 2018-30482 t2-12-20r8 o APPROVED AND ADOPTED BY THE MAYOR AND CITY COMMISSION ON RESOLUTTON NO. 20t8-30923 . 25 XXV. AMENDMENTS This Policy shall be reviewed by the CFO or designee on an annual basis. Any changes must be approved by the CFO or designee, the City Manager, and the City Commission, as well as the individual(s) charged with maintaining internal controls. Appendix Al Section 2t8.475, Florida Statutes o o o o 12110t2018 Ststutss & Constitutlon :View Statutss : Onlina Sunshin€ @rl Go The zorS Florida Statutes Titte XIV Chaplerllg View Entire TAXATION AND F1NANCIAL MATTERS PERTAINING TO POLITICAL $3PIEI FINANCE SUBDIyISI9NS 21E.415 Local government investment pollcies.- lnvestment activity by a unit of locat government must be consistent with a written investment plan adopted by the governing body, or in the absence of the existence of a governing body, the respective principat officer of the unit of local government and maintained by the unit of tocal government or, in the atternative, such activity must be conducted in accordance with subsection (17). Any such unit of local government shatt have an investment poticy for any pubtic funds in excess of the amounts needed to meet current expenses as provided in subsections (1)-(16), or shatt meet the atternative investment guidetines contained in subsection (17). Such poticies shatt be structured to ptace the highest priority on the safety of principal and tiquidity of funds. The optimization of investment returns shalI be secondary to the requirements for safety and tiquldlty. Each unit of [oca[ government shatt adopt poticies that are commensurate with the nature and size of the pubtic funds within its custody. (1) SCOPE.-The investment poticy shatt appty to funds under the control of the unit of locat government in excess of those required to meet current expenses, The investment poticy shatl not appLy to pension funds, -ctudine tiose funds in chapters 175 and 185, or funds retated to the issuance of debt where there are other !r,r,,ng potrctes or rnoentures ln elrect tor sucn runos. (Z) TNVESTMENT OBJECTIVES.-The investment poticy shatt describe the investment obiectives of the unit of locat government. lnvestment objectives shatt inctude safety of capitat, tiquidity of funds, and investment income, in that order. (3) PERFORMANCE MEASUREMENT.-The investment poticy shatt sPecify Performance measures as are appropriate for the nature and size of the pubtic funds within the custody of the unit of tocal government. (4) PRUDENCE AND ETHICAL STANDARDS.-The investment poticy sha[[ describe the levet of prudence and ethicat standards to be foltowed by the unit of locat government in carrying out its investment activities with respect to funds described in this section. The unit of locat government shatt adopt the Prudent Person Ru[e, which states that: ,,lnvestments shoutd be made with judgment and care, under circumstances then prevaiting, which persons of prudence, discretion, and intettigence exercise in the management of their own affairs, not for specutation, but for investment, considering the probable safety of their caPitat as wetl as the Probable income to be derived from the investment. " (5) LIST|NG OF AUTHORTZED INVESTMENTS.-The investment poticy shatt list investments authorized by the governing body of the unit of tocat government, subject to the proYisions of subsection (16). lnvestments not listed in the investment policy are prohibited. lf the poticy authorizes investments in derivative products, the poticy must require that the unit of [oca[ government's officiats responsible for making investment decisions or chief financiat officer have devetoped sufficient understanding of the derivative products and have the expertise to manage them. For purposes of this subsection, a ,'derivative" is defined as a financial lnstrument the vatue of which depends on, - or is derived from, the value of one or more undertying assets or index or asset values. lf the Poticy authorizes Jvestments in reverse repurchase agreements or other forms of leverage, the poticy must limit the investments to -transactions in which the proceeds are intended to provide tiquidity and for which the unit of locat government has sufficient resources and expertise' http://www.leg.stste.fl.uystatutes/index.c{m?App-modB=Dlsplay-Statute&URL=O2O0-0299/0218/SeG,tionv02'18 4l5.html 114 Select Year: 12t1Ol2O1A Statut$ & Corctitution :Vlow Statutes ; Onllne Sunshln€ (6) MATUR|TY AND LlqUtDlTY REQUTREMENTS.-The investment poticy shatt require that the investment portfotio is structured in such manner as to provide sufficient tiquidity to pay obtigations as they come due. To that end, the investment poticy shoutd direct that, to the extent possibte, an attemPt witt be made to match investment maturities with known cash needs and anticipated cash-ftow requirements. (7) poRTFOLtO COMPOSITION.-The investment poticy shalt establish guidelines for investments and limits on security issues, issuers, and maturities. Such guidetines shatt be commensurate with the nature and size of the pubtic funds within the custody of the unit of locat government. (g) RlsK AND DIVERSIFICATION.-The investment poticy shatt provide for appropriate diversification of the investment portfotio. lnvestments hetd shoutd be diversified to the extent Practicabte to control the risk of loss resutting from overconcentration of assets in a specific maturity, issuer, instrument, deater, or bank through which financiat instruments are bought and sold. Diversification strategles within the estabtished guidetines shatt be reviewed and revised periodicatty, as deemed necessary by the appropriate management staff. (9) AUTHORIZED TNVESTmENT |NST|TUT|ONS AND DEALERS.-The investment policy shoutd specify the authorized securities dealers, issuers, and banks from whom the unit of locat government may purchase securities. (10) THIRD-pARTy CUSTODIAL AGREEI,IENTS.-The investment poticy shatt provide aPPropriate arrangements for the hotding of assets of the unit of local government. Securities shoutd be hetd with a third Party; and atl securities purchased by, and att cottateral obtained by, the unit of local government shoutd be property designated as an asset of the unit of tocat government, No withdrawat of securities, in whote or in part, shatt be made from safekeeping, except by an authorized staff member of the unit of tocat government, Securitles transactions between a broker' deater and the custodian invotving purchase or sale of securities by transfer of money or securities must be made on a ,,detivery vs. payment' basis, if appticable, to ensure that the custodian witt have the security or money, as appropriate, in hand at the conctusion of the transaction. (11) I ASTER REPURCHASE AGREEMENT.-The investment poticy shatt require a[[ approved institutions and deaters transacting repurchase agreements to execute and perform as stated in the Master Repurchase Agreement' Att repurchase agreement transactions shatI adhere to the requirements of the l,laster Repurchase Agreement. (12) BtD REqUIREMENT.-The investment poticy shatt require that the unit of tocat government's staff determine the approximate maturity date based on cash-ftow needs and market conditions, anatyze and select one or more optimat types of investment, and competitivety bid the security in question when feasibte and appropriate. Except as otherwise required by taw, the bid deemed to best meet the investment objectives specified in subsection (2) must be setected. (13) INTERNAL CONTROLS.-The inv6tment poticy shatt provide for a latem of intemat controls and operationaI procedures. The unit of [oca[ government's officiats responsibte for making investment decisions or chief f.inanciat officer shalt estabtish a system of internat controts which shatt be in writlng and made a part of the governmental entity,s op€rationat procedures. The investment poticy shatt provide for review of such controts by lndependent auditoG as part of any financiat audit periodicatty required of the unit of local government. The internal controts shoutd be designed to prevent tosses of funds which might arise from fraud, emptoyee error, misrepresentation by third parties, or imprudent actions by emptoyees of the unit of locaI govemment' (14) CONTTNUING EDUCATION.-The investment poticy shatt provide for the continuing education of the unit of tocaI government,s officiats responsible for making investment decisions or chief financiaI officer. Such officiats must annuatly comptete 8 houB of continuing education in subjects or courses of study retated to investment Practices and prducts. (15) REpORflNG.-The investment poticy shatt provide for approPriate annual or more frequent reportlng of investment activities. To that end, the govemmental entity's officials responsible for making investment decisions or chief financiat officer shatt prepare periodic reports for submission to the tegislative and governing body of the unit of [oca[ govemment, which shatt inctude securities in the portfotio by class or type, book vatue, income eamed, and market vatue as of the report date. such rePorts shatt be availabte to the pubtic' (16) AUTHORTZED TNVESTMENTS; WRTTTEN INVESTiIENT POLICIES.-ThoSe units of [oca[ government electing to adopt a written investment poticy as provided ln subsections (1)- (15) may by reso(ution invest and reinvest any surptus pubtic funds in their control or possgsion in: httprl,tv/w.leg.stat8.fl us/st8t,tes/index c,m?ApP-mod8=DisPlay-Statute&URL{20GO2ggm21€USectlonsrc218 415 html o o o z4 PnOnOlS Statutes & Constitution :View Statutss i Online Sunshins (a) The Locat Government Surptus Funds Trust Fund or any intergovernmental investment pool authorized pursuant to the Ftorida lntertocat Cooperation Act of 1969, as provided in s. 163.01. (b) Securities and Exchange Commission registered money market funds with the highest credit quatity rating ^-kom a nationatly recognized rating agency. !(.) ,n,"r.rt.i".ring time deposits or savings accounts in quatified pubtic depositories as defined in s. 280.02. (d) Direct obtigations of the United States Treasury. (e) Federal agencies and instrumentatities. (f) Rated or unrated bonds, notes, or instruments backed by the futl faith and credit of the government of lsrael, (g) Securities of, or other interests in, any open-end or ctosed-end management-type investment company or investment trust registered under the lnvestment Company Act of 19l(), 15 U.S.C. ss. 80a-1 et seq,, as amended from time to time, provided that the portfolio of such investment company or investment trust is timited to obtigations of the United States Government or any agency or instrumentatity thereof and to repurchase agreements futly cottateralized by such united states Government obligations, and provided that such investment company or investment trust takes detivery of such collateraI either directty or through an authorized custodian, (h) Other investments authorized by law or by ordinance for a county or a municipality. (i) Other investments authorized by law or by resolution for a school district or a speciat district. (17) AUTHoRTZED INVESTMENTS; NO WRITTEN INVESTMENT PoLlCY.-Those units of [oca[ government electing not to adopt a written investment policy in accordance with investment poticies devetoped as provided in subsections (1 )-(15) may invest or reinvest any surplus public funds in their controt or possession in: (a) The Locat Government Surptus Funds Trust Fund, or any intergovernmental investment poot authorized pursuant to the Ftorida lntertocaI CooPeration Act of 1969, as provided in s. 163'01' (b) Securities and Exchange Commission registered money market funds with the highest credit quatity rating _ from a nationatty recognized rating agency. ! t.) ,n,"r"rt.iearini time deposits or savings accounts in quatified pubtic depositories, as defined in s. 280.02. - (d) Direct obligations of the U.S. Treasury. The securities tisted in paragraphs (c) and (d) shatt be invested to provide sufficient tiquidity to pay obtigations as they come due. (18) SECURITIES; DISPOSITION.- (a) Every security purchased under this section on behatf of the governing body of a unit of [oca[ government must be property earmarked and: j. lf registered with the issuer olits agents, must be immediatety placed for safekeeping in a location that protects the governing body's interest in the security; 2. lf jn book entry form, must be hetd for the credit of the governing body by a dePository chartered by the Federat Government, the state, or any other state or territory of the United States which has a branch or PrinciPa[ place of business in this state as defined in s. 658.12, or by a natlona[ association organized and existjng under the taws of the United States which is authorized to accept and execute trusts and whjch is doing business in this state, and must be kept by the depository in an account separate and apart from the assets of the financial institution; or 3. lf physicatty issued to the hotder but not registered with the issuer or its agents, must be immediately ptaced for safekeeping in a secured vautt. (b) The unit of tocal government's governing body may atso receive bank trust receipts in return for investment of surptus funds in securities. Any trust receipts received must enumerate the various securities held, together with the specific number of each security hetd. The actuat securities on which the trust receipts are issued may be ^hetd by any bank depository chartered by the Federal Government, this state, or any other state or territory of the JniteaStates which has a branch or principat ptace of business in this state as defined in s. 658.12, or by a nationat association organized and existing under the laws of the United States which is authorized to accept and execute trusts and which ls doing business in this state. 314http:/ ^/ww.teg.state.ll.us/statutes/indsx.c{m?App-mode=Display-Statute&URL=0200-0299/02'l EVSec'tions/0218.415.htm1 12!1U2018 Statutes & Constitutlon :View St8tut88 i Onllns Sunshlne (19) SALE OF SECURITIES.-When the invested funds are needed in whote or in part for the purposc originalty intended or for more optimal investments, the unit of local government's governing body may se[[ such lnvestments at the then-prevaiting market price and ptace the proceeds into the proper account or fund of the unit of local govemment. (20) PREEXSnNG CONTRACT.-Any public funds subJect to a contract or agreement existing on october 1, 2000, may not be invested contrary to such contract or agreement. (21) PREEMPTTON.-Any provision of any speciat act, municipat charter, or other law which prohibits or restricts a [oca[ govemmental entity from comptying with this section or any rules adopted under this section is void to the extent of the conflict. (22) AUDITS. -Certified pubtic accountants conducting audits of units of locat government Pursuant to s. 218.39 shalt report, as part of the audit, whether or not the unit of [oca[ government has comptied with this section. (23) AUTHORIZED DEPOSITS,-In addition to the investments authorized for [oca[ governments in subsections (16) and (17) and notwithstanding any other provisions of taw a unit of [oca[ government may deposit any portion of surptus pubtlc funds in its controt or possesslon in accordance with the foltowing conditions: (a) The funds are initiatty deposited in a quatified pubtic depository as defined in s. 280.02, setected by the unit of locat government. (b) The setected depository arranges for depositing the funds in financlal deposit instruments insured by the Federat Deposit lnsurance Corporation in one or more federalty insured banks or savings and [oan associations, wherever located, for the account of the unit of tocal govemment. (c) The futt amount of the prlncipat and accrued interest of each financial dePosit instrument is insured by the Federat Deposit lnsurance Corporation. (d) The selected depository acts as custodian for the unit of tocal govemment with respect to each financial deposit instrument issued for its account. Htitory.-s. 1, ch.95.194; s. Z, dr,97.9i s.3, ch.2000'264; s5. 66, 141, ch.2@1-266i s.2, ch. 2005'126; s. 1, ch.2m7'89: s' 42, ch. 2@8-4i s. Z, ch, 2m9'.l40. o Copyright o 1995.201E The Rorida Legistature ' PrivgEyl!e!g!09!! ' Contact Us O htF:/A,v!yw.lsg.state.fl.ur8tatubs/lndex.cfin?&p-rnode=D16pl8y-stat!x8&uRL=0200{2990218/S€cllonsrc218 415 html 4t4 o o Appendix B: G FOA Recommended Practices O 12t10t2018 Establishing a Pollcy for RBpurchas€ Agreements (Governmenl Finonce Officers Associolion o B Establishing a Policy for Repurchase Agreements T PRACTI E BAGKGROUND: where permitted by statute and investment policy, governmental entities often enter into Repurchase Agreements (repos) to invest funds on a short-term basis primarily to fund liquidity needs. Repos are contractual financial transactions in which an investor (e.g. governmental entity) purchases sscurities from a bank or dealer with a simultaneous contractual agreement by both parties to reverse the transaction at the sams pric€ (plus interest) at some mutually agreed-uPon future date. The parties tO the agreement (govemmental entity and banlddealer) are commonly referred to as counterparties. Repos are an integral part of an investmenl program of state and local govemments and provide an attemative or supplemont to local government inveslment pools, money market mutual funds and other money market inslrum6nts. However, like all inveslments, thero are associated risks with repos, one in particular is the counterparty's credit risk. such risk can be mitigated by the utilizing proper securilization practic€s. Common TyPigglLEePgSi . ovqmight Ropo: refers to a repo that goes fmm one business day to the next business day. These repos have a negotiated fixBd interest rate. . Term Repo: rsfers lo a repo agreement with a sPecified maturity ot several days to several weeks. Term rgpos can bo established for up to several years when the investment policy permits. The interest rate for the period is usually lixed. . opEn Repo: typically, has no maturity date, and renews daity until terminated by either one of the counterparlies. The interest rato adjusls daily lo the ovemight rate and is averaged for the period of the repo. . Flex Repo (floxible rapurchase agroements): are onen used for the reinvestment of bond proceeds used for capital proiec-ts. These repos aIe ofren for multi-yBar Periods associated with a specitic capital program. The flexible portion of the agreement permits multiPlB c€sh draw{owns to fund the expendifur6 requirsment. Govemments should ensure that these investments meet the liquidity requirsmonts of the project and adhere to any bond covenants. . Tri-Party Repo: occurs when a custodian (a.k.a. the tri-party agent) parlicipates as an intermediary between the two parties (investo. and lender) of the repo The custodian administers and ensures the transaction occurs simultraneously and that necessary safeguards are in place to protoct the undorlying securities during term of the repo' Benefi of Re p!s-l . Repos are safe when properly established and monitored; . At times, provide higher yields than other money market altematives; . Provide diversificalion to other money market investments; and O o httpi/ rivrw.gloa.o.giprint/572 1t4 12t10t2014 Establishing a Policy for Repurchase Agreements . Provides flexibility The repurchase agreemenl with an entity's counterparty is not properly established; The financial strength of the counterparties and value of the collateral are not propedy monitored: The bank or dealer cannot buy securities back when rspo is closed by governmental entity. The collateral for the repo is not liquid or easily marketable; and The value of the repo is not suflicient to cover the funds invested and interest earned. Mitigating the Risk: . Execule a SIFM A Masler Repurchase Agroemen, including additional provisions specitic to the governmental agency that is signed by a duly authorized officer with each counterparty; . Establish financial strength criteria for munterparties and review financial statem€nts at inception of relationship and at least annually. Some entities will limit counterparti6s to primary dealers; . Allow only highly marketable, easily priced collaleral priced at a minimum of 102% and monitoring their value at least weekly; and . Have collateral settled delivery-versus-payment (OVP) at the entity's custodian or trustee for third-party safekeeping. SIFMA has also published an optional substitution/termination provision to its Master Repurchass Agreement lhal allor,'/s the repo sellsr (bank or deale0 to tetain effectjve control over the purchasod securities, or the repo seller could alec{ to terminate th€ transactlon prior to maturity on short notice to lhe repo buyer (govemment entity). Securitization Provisions. Safekeep-i4g: ln order to protect public funds, govemmental entities should ensure proPar securitization practices when utilizing repurchase agreements for investments. Safekeeping should be performed by an independent or third-party custodian. Duties of the custodian (direct or tri-party) should be outlined in a written safekeeping agreement. Collateral: The underlying security of a repurchase agreemant is collateral. Collateral arrangemenls for repurchase agreemenls are short-term and liquid in nature. TyPical collateral instruments ara U.S. TrBasuries (e.g. U.S. Treasury bills)and governmental agency securities (e.9. Farm Credit Banks, Home Loan Banks bonds). Govemmental entities should be aware of the risk factors of the o O O hUp:/,/www.gtos.org/prinU572 z4 Risks Associated with Repjg Master RenglghgEgAgrooment. A Master Repurchase Agreement is the contractual agreement a govemmental entity enters into with a bank or counterparty, A form of the agrcement, also known as a blanket agreement may ba obtained from the website of the Securities lndustry and Financial Markets Association (SlFNrA)formedy known as The Bond Market Association (TBMA). However, govemmental entitiss may wish to amend SIFMA'S form of the Masler Repurchase Agreement to suit the speclficities of their resp€ctive transactions. A master repurchase agreement governs the rePurchase trdnsaction. An agreBment should reflect the followin g characteristics: . Defines and provides detail as to thg nature ol the transaction; . ldsntifies the relationship of the parties to the agreementi . Establishes the parameters conceming the ownership and custody ofthe collateral securities for the term of lhe agreement: . May include right lo substitute collateral during the term of the agreement and . Provides for remediBs in the event of default by either party. 12/1012018 Estiabllshing a Policy lor Repurcias€ Agreements underlying collateral instrument for he repo and refer to their respective investrn€nt policies to verity if such collateral instruments are permissible to utilize for the repurchase transaction. The purchased securities (collateral) to mllatsralize the repurchase agreement should maintain a market valuo in excess of the value of the repurchase agreement (called margin, 'haircut," or over securitization). RECOMMENDATION: GFOA recommends that state and local govemment finance officers develoP policies and procedures to ensure the safety of repos. The following actions ars recommended 1. Government entities and investment officers should exercise speclal caution in selecting and evaluating the creditworthiness of counterParties with whom they will conduct rePUrchase transactions and be able to identify the parties acting as principals to the transaction 2. Master repurchaso agrgements should be employed, subjoct to sppropriate legal and technical review. Govemments using ths prototype agreement developed by SIFMA should include appropriat6 supplemental provisions regarding the typ€s of securities, delivory, substitution, margin maintenance, margin amounts, seller representations, and governing law as contained in the GFoA-dsveloped Considerations for Govemments in Developing a Ma ster Repu rch a se Ag rse m enl. 3. Govemment entities' legal department should review SIFMA'S optonal substitution/termination provision in its masler agreement to assure no loss has incurred (e.g in event of a default). ln jurisdictions where substitution of securities is permitted, a loss provision is provided that is intended to place th€ repo buyer in the same position it would have been had the repo seller not exercised the substitutior/termination right However' in jurisdiclions where substitution i8 restricled, the gffect of FASB Statement No 140 may be troublesome depending on the relationship established with the bank or dealec the jurisdiction's position with respect to the chango in accounting troatment of the transaction; and whether the govemment has the ability to avoid the rastiction on substitution of purchased sscuritjes. 4. Proper securitization praclices are nec€ssary to protect the public tunds invested in repurchase agreements. Safakeeping duties should be performed by a third-party custodian in accordance with an executed agreement. The purchased securities (collateral) to collateralize the repurchase agreement should maintain I market value in exCeSS Of the value of the repurchase agreemont (called margin, "haircut,' or over securitlzation). Routine market valuing of ths purchased securities during thB term of the rePUrchase agreement should be a mandatory practice in order to snsure the purchased s€curities maintain sufllcient market value to cover any default. A typical margin requirement for a short-term repo using US Treasuries or US agency seqrrilies as cotlateral is at least 1O2o/o and higher (typically 105%) for othar securities. o o o http:/ ^/ww.gfoa.org/prinU572 3t4 Although govemmental entities are not bound by the Financial Accounting Standards Board (FASB), FASB Statement No.140 affects the counterpadies to repurchase transactions with governments. FASB Statement No. 140, 'Accounting for Transfers and Servicing of Financial Assets and Extinguishment of Liabilities," generally provides that if lhe repo buyer (i.e., government entity) has the right to sell or substitute the securilies, then the repo seller (i.e., bank or dealeo does not have the right to substitute the securities or terminate the contract on short notice. The repo buyer will be obligated to record both the securities, together with any obligation to return the securities. The repo seller will be required to reclassify the securities from a securities inventory or investment account to a sscurities collateral account on its balance sheet. Accordingly, the nature of the underlying repurchase agreemsnt may change from a buy-sell transaction lo a collateralized loan. This change of treating repurchase agroements as collateralizod loans would make them illegal tor local govemmonts in many states. 1i,10n018 Establishing a Pollcy lor Ropurchase A€reoments 5. Considsration should be given to restricting the allowable securities thal are used for collateral. Entities may prefer to only allow for security malurity and security types that are allowable for direct investment under their policy. lf there is a default of the counterparty, the securities held as collateral of the repo will be owned by the entity, supporting the need to restrict the maturity and typo of security to what is allowable under pollcy. References: . 'Do You Know Your Repurchase Agreements as Well as You Think?" GFOA's lreasury Management Newslefrer, October 3, 2009, Volume 27, Number 10. . An lntroduction to Brcker-Dealers for State and Local Govemments, Second Edifion, Sofia Anastopoulos, GFOA, 2008. . .GFOA Best Practic€, Securities Lending Programs" (1995, 2002, 2008). . An lnlroduction to Collaleralizing Public Oeposits for Slate and Local Govemments, Second Edition, M. Corinne Larson, GFOA, 2006. . GFOA Best Practice, Frequency of Purchased Securities Valuation in Repurchass Agreements (1999, 2003, 2006, 2008). , lnvestlng Public Funds, Second Edition, Girard Miller with M. Corinne Larson and W. Paul zom, GFOA, 1998. . "GFOA Best Practice, Securities Lending Programs" (1995,2002,2008). . Sample Custodial Trust Agreement, GFOA. . FASB Statement 140, "Accounting for Transfers and Servicing of Financial Assets and Extinguishment of Liabilities,' http:/,vww.fasb.org/pdflfas140.pdf. . Tha Secuities lndustry and Financial Markets Association (SIFMA) http:/ vww.sifma,org 203 N. Lasalle Stre€t - Suiie 27OO I Chic€go, lL 60601-1210 I Phoner (312) 977'9700 - Fax: (312) 977'4806 o o o http JAM,!r,v. gf oa.orgy'prinU572 12t1012018 Collsleralizing Public Deposlts Governmenl Finonce Officers Associolion EE TP TI E Collateralizing Public Deposits ( o BACKGROU NO: The safety of public funds should be the foremost obj€ctive in public fund management. Collateralization of public deposits through the pledging of aPpropriate securities or other instruments (i.e. surety bonds or letters of credit) by depositories is an important safeguard for such deposits. The amount of pledged collateral is determined by a govemmental entity's deposit level and the policy or tsgal required collateral margin. some states have established programs for the pooling of collateral for deposit of public funds. Federat law imposes certain limitations on collateral agreements between financial institutions and public entities in order to secure governmental entity deposits. Under certain circumstances, as are discussed in recommendations below, the Federal D€posit lnsurance corporation (FDlc) may void an othemise parfected security interest and leava the governmenlal deposilor. with only the right to share with other creditors in ths pro rata distribution of the assels of a failed institution for the amount of deposits that exceed the FDtC coverage. SeParat6 governmental 'corporations' such as economic development corporations or waler supply corporations, etc., do not fulfill the FDIC's definition of ,public unifl and therefore even accurately compteted collateral definition may not be honored by tho FOIC on a bankruptcy. RECOMMENDATION: GFOA recommends the use of a writtsn agreement with pledging requirements as protection for state Or local governmenfs deposits. GFOA encourages govsrnmental sntities to establish adequate and efficient administrative systems to monitor such pledged collateral, including state or locally administered collateral pledging or collateral pools. To accomplish these goals, GFOA recommends th6 following: 1. Govemmental entities should implsment programs of prudent risk control. such programs could include a formal depository risk polic1/, credit analysis, and use of fully secr:r6d investrnents. ln ths absence of a stata program for pooling cotlateral, publlc entities should establish and implement collaterallzation procedures, including procedures to monitor their collateral Positions. Monitoring informs a public entity of undercollateralization, which may threaten the safsty of an entity's deposits, and overcollateralization, which may increase tha cost of banking servicas Govemmental entities however can not and should not acc€pt the liability for maintaining collataral Ievels which liability must llall to tho financial institution. 2. Governmental entities/depositors should take all possible actions to comPly with state and federal requirements in order to ensure that their security interssts in mllateral pledged to secure deposits are enforceable against the receiver of a failed financial institution. Federal law Pmvides that a deposito/s security agreement, which tends to diminish or defeat the interest of the FDIC in an asset o o http:/^./ww.gfoa.org/Print/570 1t3 12t10t2018 Collalorallzing Public Deposlts acquired by it as receiver of an insured depository shall not be valid against the FDIC unless the agreement; o is in writing; o was approved by the board of directors of the depository or its loan committee and2 o has be€n, continuously, from the time of its exocution, an oflicial record of the depository institution.3 3. Govemmental entities should have all pledged collateral held at an independent third-party institution oulside the holding company of their bank, 8nd evidenced by a written agroement in an effort to satisry the Uniform Commercial Code (UCC) requirement for conkol. The UCC states that the depositor does not have a perfscted interest in a security unless the depositor controls it. Control means that swaps, sales, and transfers cannot occur without the dePosito/s written apProval. o The value of the pledged collateral should be marked to market monthly, or more frequently depending on the volatility of the mllateral pledged. Some state statutes do dictate a minimum margin levelfor collateral based on deposit levels (e.9., Georgia and Mlnnesota statules require 110 percent). lf not, the margln levels should be at least 102 percent, depending on the liquidity and volatility of the collateral pledged. State statutes also govem whethsr minlmum margin Ievels aPply to principal only or to accrued interest as well. On a sale, accrued interest would be received. Governmental entities should review applicable stale slatutes and confirm compliance. o Substitutions of collateral should meet the requirements of the collateral agreement, be approved, by the entity in writing prior to release, and the collateral should not be released until the replacement collateral has bsen received. o The public entity should require reporting directly from the custodian. The custodian should wanant and be signatory to the agreemant " Reporting by the third party institution should at a minimum be monthly. 6. The governmental entity should thoroughly review the terms and conditions of any letters of credit, inctuding those issued by a federal agency or government sponsored enlerprise. 7. The governmantal entity should establish and follov, procedures for on-going review of collateral. Note: As a result of th6 court case North Arkansas Medical center v. Barrett. 963 F.2d 780 (8th Cir 1992), the FDIC issued a policy statement in March 1993 indicating that it would not seek to void a seqrrity interest of a federal, state, or local public unit solely because the security agreement did not comply with the contemporaneous execution requirement set forth in section 13(e) of the Federal Deposit lnsurance Ac1 12 U.S.C.1823(e). The policy statement was officially enacted by section 317 of the Riegle Community Development and Regulatory lmPovement Act of 1994 (Public Law 103' 325). Notes: 1 For daposit insurance purposas, the term "public Unit' includes a state, county, municipality, or "political subdivision. thereof. Governments should review ssction 330.15 of the FDlc's regulations (12 C.F.R. 330.'15) to identify if they fall within the FDIC's definition of "public unit' and to determins o o o http:/ /vww.gfoa.org/p oY570 213 4. The pledge of collateral should comply with the investment policy or state statute, whichever is more restrictive. Governmental entities should know and understand securities pledged as collatsral. 5. Governmental entities thal use surety bonds in lieu of collateral should limit the insurers to thosB ot the highest credit quality as determined by a nationally recognized insurance rating agency. A thorough review of the terms of the bond is required. 12t1012018 Collsteralirlng Public Deposits whether they are public entity qualifying for collaleral prolection under lhe definition. This information can be found at htF:/Arww.fdic.gov/deposiudepositgFac,tsheet.html 2 The FOIC does not require every transac'tion to be reviewed by the board of directors. The board may fulfill this function by safting parameters and authorizing a particular officer to carry out its wishes. The officer would be performing ministerial acts on behaff of the board. (FDIC lnterpretive Letters) 3 Corporate resolutions thal list specllic officers who are authorized by lhe board of directo6 to execule agreements sacuring public deposits will meet this requirement. References: . GFOA Sample Security Agreement (long and short versions), www.gfoa.org, 2009. . GFOA Sample Custodial Trust Agreement, www.gfoa.org, 2006. . An lnlroduction to Collateralizing Public oeposits for State and Local Governmsnts, Second Edition, M. Corinne Larson, GFOA, 2006. . lnwsting Public Funds, Second Edition, Girdrd Millorwith M. Corinne Larson and W. Paul Zom, GFOA, 1998. . FDIC Act (12 U.S.C. 1811 etseq.and 12C.F.R. Part330.330.15 Public Unit Accounts (www.FOlC.gov) 203 N. Lasalle Stre€l - Suits 2700 | Chicago, lL 60601-1210 | Phone: (312) 977-9700 ' Fax: (312) 9774806 o o o http/www. gloa.org/prinU570 3/3 12J10n018 Using Mutusl Funds for Cash Management Purposes Governmenl Finonce Officers Associolion Mana PRA T!E sinU g Mutual Funds for Cash gement Purposes o o BACKGROUND; State and local govemment cash managers may benefit from investing PUblic monies through mutual funds. Mutual funds are SEc-regulated investment instruments that pool and jointly invest monies of multiple invBstors. Mutualfunds are available for both fixed income and equity investments. Short{erm liquid fixed income mulual funds that malntain a weighted average maturity of 60 days or less and have a statsd aim to maintain investor shares with a constant ons dollar ($1) Net Asset value (NAV) are called money market mutual funds, while these funds seek to maintain a constant or stable NAV this is not guaranteed and investors of public monies should be aware of this risk. Other non-money market lix€d income mutual funds generally have a longer-term weighted average maturity and also havs a fluctuating price or NAV The Govemment Financs Officers Association (GFOA) has endorsed the use of money market mutual funds by pubtic cash managers in the past. Portfolio safety, liquidity, diversification, and professional management are desirable leatures of these investment vehicles; however, liquidity may be impaired by the floating NAV RECOMMENDATION: The GFOA recommends that state and local governments restrict their use of mutual funds for cash management purposes exclusivety to: (1) money market mutual funds that are invested in Treasury fedoral government agency, or first tisr categories and possess the highast ratings availabls from at least one nalionally-recognized ratings agency and (2) short-tsrm bond funds that receive the highest crodit quality ratjngs and the lowest risk ratings available Riak As3sssment. When analylng risk, the followirE should be taken into consideration: 1. Local lnvestment Policy. Stats and localgovemment cash managers should exercise prudence and caution when investing in short-term bond funds. Public cash managers should also check applicable stahjtes to determlne if lhe use ot money market mutual funds and/or short- term bond funds is permitted within their jurisdictions. 2. Fund Prospectus. Before investing, govamments should review and undeotand a fund's prospectus and statement of additional information to dstsrmine: 'l. Portfolio comPosition; 2. Risk characts ristics; 3. The duration and weighted average maturity of tho mutual fund; 4. The reputation and BxParience of the investnent company; 5. The performance history relative to appropriat€ bsnchmarks; htFi/,Yvrw.gioa.org/pdnY356I 1t2 12/10nO18 Reterences: . GFOA Best Practice - Managing Marl<et Nsk in lnveslment Pottfolios . An lntroduction to lnvestment Advisers for State and Local Govemments, Second Edition, Solla Anastopoulos, GFOA, 2007. . A Public lnvBstods Guide to Money Msrket lnstruments, Second Edition, edited by M Corinne Larson, GFOA, 1994. . lnvesting Public Funds, Second Edition, Girard Millerwith M. Corinne Larson and W. Paul Zom, GFOA, 1998. 203 N. L8sa,le Stte€t - Suits 2700 | Chlcago, lL 60601-1210 I Phone: (3'|2) 977-9700 - Fsxr (312) 977-4806 o o o httpr/www.gioa.org,/prinU356 l a2 Using Mufual Funds for Cash Managoment Purpo3es 6. Total expense ratio; 7. Philosophy, strategies, and portfolio pol'rcies; 8. lf the fund is rated by a nationally recognized rating agencl; and 9. Whether th6 fund can meet the compliance requirements of the govemment's approved investrnent policy. Cash managers should continue to monitor thesB characteristics as they may change over time. 3, Restrlctlon on Redomptions (Gates). Prior tc investing in a money market mutual fund, cash managers should familiarize themselves with any restriction gates assessed against the fund which could impair the ability of an entity lo withdraw monies from the fund on a timely basis in order to meet cunent liquidity rsquiremsnts. 4. Feos. Dudng extrcmely low inlerest rate environments, mutual fund expenses may sxceed yield. While fees ar6 included in all mutualfunds, thess fees should be considered when invssting in mutual funds. lnvestors should assess the risk that the net yield (gross yield minus expenses) will be less than zero - in some casBs it may be more baneficial to o^rn the underlying securities directly. 5. Duratlon. Bond funds investing in shorterm instruments, with a v8rying NAV, may be legal and appropriate investments in some jurisdictions when monies are not needed for near-term disbursement. However, mutual funds of an intsrmediale or long-term duration should be avoided by investors it short-term liquidity is a concem. 6. Holdings. lnvestors should review the sp€cific holdings oftheir mutual fund at least monthly to know what underlying securities the fund owns. Prime money market funds that are AAA rated and hold A1+ paper may have foreign debt exPosure that is not obvlous. ln addition, lnvestors shoutd review the NAV at least monthly. lf the NAV varies below $0.995 (known as "breaking the buck"), investors should reevaluate their investmsnts in thess funds. Govemments should consider investing in money market funds that invest in US govemment securities, which have a higher level of safety and will not be sub.ject to the floating NAV 12110t2018 Govemment R€lationships wilh SeQritigs Dsalers Governmenl Finonce Of{icers Associolion B T PRA T!E Government Relationships with Securities Dealers o BACKGROUND: FinanCe oflic€rs, treasurers and investment offcers (hereafter refened to as governmsnt investors) who manage and invest public funds placs billions of dollars in tho flxed-income and money markets on a daily basis. They have a fiduciary responsibility to protect public funds, to always act in the best interest of their entity, to maintain safety and an appropriate level of liquidity and to attain a competitive retum on their portfolio. communication with broker/dealers for the purpces of discussing market conditions, reviewing investment strategies and transacting a trade often occurs by phone, e-mail, or fax. Regardless of the method of communicating with a broker, a govemment investor nesds to p€rform due diligence on all securities dealers prior to adding them to their list of approved brokerJdealers for transacting trades. RECOMMENDATION: GFOA makes the following spscilic recommendations to govemment investors in seleciing sgcuritias dBalers for their approved vendor list, managing the relationships with ths broker/dealers, 8nd conducting lnveslment transactions with them: 1. All securities are held in a third party bank seParate ftom the broker/dealer that is tansacting o business httpJ/www. gfoa.org/PdnV577 1t3 Generally, access tO the seqjrities markets is made through securities dealers who are registered broker/dealers and through financial institutions (banks)with broker/dealer subsidiaries. The fiduciary responsibilities of a government investor include ensuring that: . reasonable comparisons are made to judge the apProPriateness of all investments; . securities meet the criteria established in the investment policy, including liquidity, diversity and risk of investrnents; . security transactions are made on a best execution basis through a compatitive process; . the counterparty to the transaction will fulfill all of its obligations; and, . the securitiss are propBrly safe-kept at a qualilied custodial agent in a segregated ac€ounl. It is important to note that brokers/firms may have unique strengths that may provide exceptional value within a specific category of investments, provided that you understand the security that you are purchasing, it dovetails with your invastment policy, and you are aware of the risks associated with th6 transaction. A uniqu€ strength may compliment the skills and abilities of other aPproved brokers/firms. 12t10t2018 Ciovomment Relationships with Securities Dealers 2. Use a dsfined intemal process to select, qualiry, rensw, or terminate brokers and dealers. 1. Use a queslionnaire, conduct an inlerview, and/or conduct Peer references to help determine that the broker understands the public entity's needdobjBctives. 2. Determine that the broker is activoly involvsd in the market sectors utilized by the government entity. 3. Select a number of brokers suitable to the entity, allowing for appropriato compotition/ssrvice on all transactions, while limiting it to a manageablo number' 4. Require security brokers and dealers to comply with the Federal Reserve Bank of New York's capilal adequacy guidelines or SEC Net Capital Rule as a condition of doing business. Obtain annual financial reports of the securilies firm. 5. Require that brokers provide written acknowledgement or certitication of their review and understanding of thB govemment entity's investment policy to assure comPliance with its objectives, portfolio risk constraints, and investment trading requirements. 6. Record and retain pertlnsnt information on the firm and the individual broker including an annual revlew ofthe C€nfal Registration Depository (CRDID) information for both maintained by the Financial lndustry Regulation Authority (FINRA). Violations or sanctions imposed by a rBgulatory sgency or government should bB carefully reviswBd for termination of relationship. 7. Establish parameters that guide periodic review and potential termination of a broker dealer relationship. 8. Do not select or appmve more broker/dealers than will be reasonably used. lt is better to develop good relationships wilh a small number of aPproved dsalers than to have a long list of firms who lransact little or no business with the investing entity. 3. Due diligonce on broker/dealers should include obtaining information on: 1. a security dealst's experience and knowledga of public funds investing; 2. all contact information br the primary contact, backup and oPerations staff; 3. a broke/s manager and supervisotl 4. the financial strength of the firmi 5. areas of expertise and kading activity: 6. registration with FINRA and any citations; 7. the names and contact information for references similar to the entity; and 8. potential conflicts of interest. 4. Establish a comp€titive Procedure for allaining rsasonable market rates on investment trdnsacllons: 1. Require that all security salss be made through a compstitive bid procsss. lf possible, use a competitive off6r prccess on Purchases as well. 2. Securities sold through a selling group at a set price (usually par) or available for specific biddlng should b€ compared to comparable maturity securities as part of the competitive process to dBtermine the best rslative value. 5. Require that all security transactions be setlled on a delivery versus payment basis at the entity's custodian bank lo perfect ownership under a written custodial agreement' 6. Retain complete transaction documentatjon for audit trail PUrposes including tradB tickets, confi rmalions and safekeeping roceipts 7. Electrcnic trading platforms, such as Bloomberg and Tradeweb, are becoming another altamativs to compstitive pricing. These platforms can provids improvad transparency ovsr competitive bids and should be considered if cost effective for the govemment. lt is still important to have a bfoker assigned to the accounl on the elestronic platforms so that contact can b€ made if necessary. The same due diligence should b€ completsd with all broker dealers on the electronic platforms. 8. Follow all state and entity ethics policies when dsaling with all broket/dealers and investment vendors. References: o o o http/$ .rw. gloa.org/PdnU577 z3 12t1012018 Govemment Relationships wlth Securitiss Oeslsrs . lntroduction lo Broker-Dealers tor State and Local Govemmenls, Second Edition, Sofia Anastopoulos, GFOA, 2008. .lnvestingPublicFunds,SecondEdition,GirardMillerwithM.CorinneLarsonandW.Paul Zom, GFOA, 1998. . Federal Res€rve Bank of New York, www.frb.ny.gov, htlp:/Arnrm. newyorKed.org/markets/pridealsrs_listing. html. . WWW.FINRA.GOV: hth:/Avww.nasd.com/webndcplg? ldcService=SS_GET_PAGE&nodeld=370. . Securities and Exchanga Commission, www.sec.gov, Vl. Financial Responsibility of Broker Dealers, A. Net Capital Rule 15c3-1 (17 CFR 240.15c3-l ) http://www.sec.9ov/divisionVmarketregibdguids. htm#Vl. 203 N. L8salh Streel - Suite 2700 | Chicago, lL 60601-1210 | Phono: {312)977-9700 - Fax: (312) 9774806 o o o httpi/,vl/w'gfoa.oE/priny577 3/3 Appendix C: lnvestment Firm Certification Form O o o o INVESTMENT FIRM CERTITICATION FORM As an a uthorized representative of the u nd ersigned firm, I h ereby certify that the firm has in place reasonable procedures to monitor the activities of this firm engaged in transactions between our firm and the City of Miami Beach. All sales personnel of this firm dealing with the City of Miami Beach have been informed and will be routinely informed of the City's investment objectives, policies, risk constraints and other pertinent factors, whenever we are so informed. This firm further pledges due diligence in informing the City of foreseeable risks associated with financial transactions connected with this firm. (Firm ) Authorized Representative (Signatu re) o (Name - Printed )(Date) As account representative for the City on behalf of the above referenced firm I hereby certify that I have personally read and understand that investment policies ofthe City, in su ch form as the policies were provided to me. I a8ree to use my best efforts to comply with the City's written policies and will not knowingly enter into any transaction with the City, which appears to be in violation of the City's written policies. Account Representative (Signature)(Title) (Name - Printed )(Date) o (Title) Appendix D: Master Repurchase Agreement o o o o o Appendix E: lnvestment Pool/Fund Questionnaire o 1. A description of eligible investment securities, and a written statement of investment policy and objectives. 2. A description of interest calculations and how it is distributed, and howgainsand losses are treated. 3. A description of how the securities are safeguarded (including the settlement processes), and how otten the securities are priced, and the program audited. 4. A description of who may invest in the program, how often, what size deposit and withdrawal are allowed. 5. A schedule for receiving statements and portfolio listin8s. 6. Are reserves, retained earnings, etc. utilized by the pool/fund? 7. A fee schedule, and when and how is it assessed. 8. ls the poolfiund eligible for bond proceeds and/or will it accept such proceeds? o o o lnvestment Pool/Fund Questionnaire o o Appendix F: Glossary of Cash and lnvestment Management Terms o The following is a glossary of key investing terms, many of which appear in the City's investment policy. This glossary clarifies the meaning of investment terms generally used in cash and investment management. This glossary has been adapted from the GFOA Sample lnvestment Policy and the Association of Public Treasurers of the United States and Canada's Model lnvestment Policy. Accrued lnterest. lnterest earned but which has not yet been paid or received. Atency. See "Federal Agency Securities." Ask Prlce. Price atwhich a broker/dealer offers to sell a security to an investor. Also known as "offered price." Asset Backed Securities (ABS). A fixed-income security backed by notes or receivables against assets other than real estate. Generally issued by special purpose companies that "own" the assets and issue the ABS. Examples include securities backed by auto loans, credit card receivables, home equity loans, manufactured housing loans, farm equipment loans, and aircraft leases. Average Life. The average length of time that an issue of serial bonds and/or term bonds with a mandatory sinking fund feature is expected to be outstanding. Bankers' Acceptance (BA's), A draft or bill of exchange drawn upon and accepted by a bank' Frequently used to finance shipping of international goods. Used as a short-term credit instrument, bankers' acceptances are traded at a discount from face value as a money market instrument in the secondary market on the basis of the credit quality of the guaranteeing bank. Basis Point. One hundredth of one percent, or O.O7%. Thus 1% equals 100 basis points. Bearer Security. A security whose ownership is determined by the holder of the physical security. Typically, there is no registration on the issuer's books. Title to bearer securities is transferred by delivery of the physica I security or certificate. Also known as "physica I securities." Benchmark Bills: ln November 1999, FNMA introduced its Benchmark Bills program, a short- term debt securities issuance program to supplement its existinB discount note program. The program includes a schedule of larger, weekly issues in three- and six-month maturities and biweekly issues in one-year for Benchmark Bills. Each issue is brought to market via a Dutch (single price) auction. FNMA conducts a weekly auction for each Benchmark Bill maturity and accepts both competitive and non-competitive bids through a web based auction system. This program is in addition to the variety of other discount note maturities, with rates posted on a daily basis, which FNMA offers. FNMA's Benchmark Bills are unsecured general obligations that are issued in book-entry form through the Federal Reserve Banks. There are no periodic payments of interest on Benchmark Bills, which are sold at a discount from the principal amount and payable at par at maturity. lssues under the Benchmark program constitute the same credit standin8 as other FNMA discount notes; they simply add organization and liquidity to the short-term Agency discount note market. o o 1 o o o Benchmark Notes/Bonds: Benchmark Notes and Bonds are a series of FNMA "bullet" maturities (non-callable) issued accordingto a pre-announced calendar. Under its Benchmark Notes/Bonds program, 2,3,5, tO, and 3Gyear maturities are issued each quarter. Each Benchmark Notes new issue has a minimum size of 54 billion, 30-year new issues having a minimum size of S1 billion, with re-openings based on investor demand to further enhance liquidity, The amount of non-callable issuance has allowed FNMA to build a yield curve in Benchmark Notes and Bonds in maturities ranging from 2 to 30 years. The liquidity emanating from these large size issues has facilitated favorable financing opportunities through the development of a liquid overnight and term repo market. lssues under the Benchmark program constitute the same credit standing as other FNMA issues; they simply add organization and Iiquidity to the intermediate- and long-term Agency market. Benchmark. A market index used as a comparative basis for measuring the performance of an investment portfolio. A performance benchmark should represent a close correlation to investment guidelines, risk tolerance, and duration ofthe actual portfolio's investments. 8ld Price. Price at which a broker/dealer offers to purchase a security from an investor. Bond. Financial obligation for wh ich the issuer prom ises to pay the bondholder (the purchaser or owner of the bond) a specified stream of future cash-flows, including periodic interest payments and a princlpal repayment. Book Entry Securities. Securities that are recorded in a customer's account electronically through one of the financial markets electronic delivery and custody systems, such asthe Fed Securities wire, DTC, and PTC (as opposed to bearer or physical securities). The trend is toward a certificate- free society in order to cut down on paperwork and to diminish investors' concerns about the certificates themselves. The vast majority of securities are now book entry securities, Book Value. The value at which a debt security is reflected on the holder's records at any point in time. Book value is also called "amortized cost" as it represents the original cost of an investment adjusted for amortization of premium or accretion of discount. Also called "carrying value." Book value can vary over time as an investment approaches maturity and differs from "market value" in that it is not affected by changes in market interest rates. Broker/Dealer. A person or firm transacting securities business wlth customers. A "broke/' acts as an agent between buyers and sellers and receives a commission for these services. A "dealer" buys and sells financial assets from its own portfolio. A dealer takes risk by owning inventory of securities, whereas a broker merely matches up buyers and sellers. see also "Primary Dealer." Bullet Notes/Bonds. Notes or bonds that have a single maturity date and are non-callable. Call Date. Date at which a call option may be or is exercised. call option. The right, but not the obligation, of an issuer of a security to redeem a 2 o security at a specified value and at a specified date or dates prior to its stated maturity date. Most fixed-income calls are at par but can be at any previously established price. Securities issued with a call provision typically carry a higher yield than similar securities issued without a call feature. There are three primary types of call options (1) European - one-time calls, (2) Bermudan - periodically on a predetermined schedule (quarterly, semi-annual, annual), and (3) Am erican - contin uously ca llable at any time on or after the call date. There is usua lly a notice period of at least 5 business days prior to a call date. Callable Bonds/Notes. Securities which contain an imbedded call option giving the issuer the right to redeem the securities prior to maturity at a predetermined price and time. Certificate of Deposit (CD). Bank obligation issued by a financial institution generally offering a fixed rate of return (coupon) for a specified period of time (maturity). Can be as long as 10 years to maturity, but most CDs purchased by public agencies are one year and under. Collateral, lnvestment securities or other property that a borrower pledges to secure repayment of a loan, secure deposits of public monies, or provide security for a repurchase agreement. Collateralization. Process by which a borrower pledges securities, property, or other deposits for securing the repayment of a loan and/or security. Collateralized Mortgate Obligation (CMOI' A security that pools together mortgages and separates them into short, medium, and long-term positions (called tranches). Tranches are set up to pay different rates of interest depending upon their maturity. lnterest payments are usually paid monthly. ln "plain vanilla" CMOs, principal is not paid on a tranche until all shorter tranches have been paid off. This system provides interest and principal in a more predictable manner. A single pool of mortgages can be carved up into numerous tranches each with its own payment and risk characteristics. Commercial Paper. Short term unsecured promissory note issued by a company or financial institution. lssued at a discount and matures for par or face value. Usually a maximum maturity of 270 days and given a short-term debt rating by one or more NRSROS. Convexity. A measure of a bond's price sensitivity to changing interest rates. A hith convexity indlcates greater sensitivity of a bond's price to interest rate changes' Corporate Note. A debt instrument issued bya corporation with a maturity ofgreaterthan one year and less than ten years. Counterparty. The other party in a two-party financial transaction. "Counterparty risk" refers to the risk that the other party to a transaction will fail in its related obligations. For example, the bank or broker/dealer in a rbpurchase agreement. coupon Rate. Annual rate of interest on a debt security, expressed as a percentage of the bond's face value. Current Yield. Annual rate of return on a bond based on its price. Calculated as o O 3 o o o (coupon rate / price) but does 1q! accurately reflect a bond's true yield level. Custody, Safekeeping services offered by a bank, financial institution, or trust company, referred to as the "custodian." Service normally includes the holding and reportint of the customer's securities, the collection and disbursement of income, securities settlement, and market values. Dealer. A d ealer, as op posed to a broker, acts as a principal in all transactions, buyingand selling for his/her own accou nt. Delivery Versus Payment (DVP), Settlement procedure in which securities are delivered versus payment of cash, but only after cash has been received. Most security transactions, including those through the Fed Securities Wire system and DTC, are done DVP as a protection for both the buyer and seller ofsecurities. Depository Trust Company (DTC), A firm through which members can use a computer to arrange for securities to be delivered to other members without physical delivery of certificates. A member of the Federal Reserve System and owned mostly by the New York Stock Exchange, the Depository Trust Company uses computerized debit and credit entries. Most corporate securities, commercial paper, CDs, and BAs clear through DTC. Derivatives. (1) Financial instruments whose return profile is linked to, or derived from, the movement of one or more underlying index or security, and may include a leveraging factor, or (2) financial contracts based upon notional amounts whose value is derived from an underlying index or security (interest rates, foreign exchange rates, equities, or commodities). For hedging purposes, common derivatives are options, futures, interest rate swaps, and swaptions. All Collateralized Mortgage Obligations (CMOs) are derivatives. Derivative Securlty. Financial instrument created from, or whose value depends upon, one or more underlying assets or indexes of asset values. Designated Bond, FFCB's regularly issued, liquid, non-callable securities that Senerally have a 2- or 3-year original maturity. New issues of Designated Bonds are S1 billion or larger. Re- openings of existing Designated Bond issues are generally a minimum of S100 million' Designated Bonds are offered through a syndicate of two to six dealers. Twice each month the FundinB Corporation announces its intention to issue a new DesiSnated Bond, reopen an existing issue, or to not issue or reopen a DesiSnated Bond. lssues under the Designated Bond program constitute the same credit standint as other FFCB issues; they simply add organization and liquidity to the intermediate- and long-term Agency market. Dlscount Notes. Unsecured general obligations issued by Federal Agencies at a discount. Discount notes mature at par and can range in maturity from overnight to one year. very large primary (new issue) and secondary markets exist. Discount Rate. Rate charged by the system of Federal Reserve Banks on overnight loans to member banks. Changes to this rate are administered by the Federal Reserve and closely mirror changes to the "fed funds rate." 4 o Discount Securities, Non-interest-bearing money market instruments that are issued at discount and redeemed at maturity for full face value. Examples include: U.S. Treasury Bills, Federal Agency Discount Notes, Bankers' Acceptances, and Commercial Paper. Discount. The amount by which a bond or other financial instrument sells below its face value See also "Premium." o o 5 o Diversification, Dividing investment funds among a variety of security types, maturities, industries, and issuers offering potentially independent returns. Dollar Price. A bond's cost expressed as a percentaSe of its face value. For example, a bond quoted at a dollar price of 95%, would have a principal cost of S955 per S1,000 of face value. Duff & Phelps. One of several NRSROs that provide credit ratings on corPorate and bank debt issues. Duration, The weighted average maturity of a security's or portfolio's cash- flows, where the present values of the cash-flows serve as the weights. The greater the duration of a secu rity/portfolio, the greater its percentage price volatility with respect to changes in interest rates. Used as a measure of risk and a key tool for managing a portfolio versus a benchmark and for hedging risk. There are also different kinds of duration used for different purposes (e.g. MacAuley Duration, Modified Duration). Fannie Mae. See "Federal National Mortgage Association." Fed Money Wlre. A computerized communications system that connects the Federal Reserve System with its member banks, certain U. S. Treasury offices, and the Washington D.C. office of the commodity credit corporation. The Fed Money wire is the book entry system used to transfer cash balances between bankS for themSelves and for customer accounts. Fed securities wire. A computerized communlcations system that facilitates book entry transfer of securities between banks, brokers and customer accounts, used primarily for settlement of U.S. Treasury and Federal Agency securities. Fed. See "Federal Reserve System." Federal fuency Security, A debt instrument issued by one of the Federal Agencies. Federal Agencies are considered second in credit quality and liquidity only to u.s. Treasuries. Federal Agency, Government sponsored/owned entity created bythe u.s. congress, Senerally for the purpose of acting as a financial intermediary by borrowing in the marketplace and directing proceeds to specific areas of the economy considered to otherwise have restricted access to credit markets. The largest Federal Agencies are GNMA, FNMA, FHLMC, FHLB, FFCB, SLMA, and TVA. Federal Deposlt lnsurance Corporation (FDIC). Federal agency that insures deposits at commerciat banks, currently to a limit of 5250,000 per depositor per bank. o o Federal Farm Credit Bank (FFCB). One of the large Federal Agencies. A government sponsored enterprise (GSE) system that is a network of cooperatively-owned lendint institutions that provides credit services to farmers, agricultural cooperatives and rural utilities. The FFCBS act as financial intermediaries that borrow money in the capital markets and use the proceeds to make loans and provide other assistance to farmers and farm-affiliated businesses. Consists of the consolidated operations of the Banks for Cooperatives, Federal lntermediate Credit Banks, and Federal Land Banks. Frequent issuer of discount notes, agency notes and callable agency securities. FFCB debt is not an obligation of, nor is it Buaranteed by the U.S. government, although it is considered to have minimal credit risk due to its importance to the U.S. financial system and agricultural industry. Also, issues notes under its "designated note" program, Federal Funds (Fed Funds!. Funds placed in Federal Reserve Banks by depository institutions in excess of current reserve requirements, and frequently loaned or borrowed on an overnight basis between depository institutions. Federal Funds Rate (Fed Funds Ratef. The interest rate charged by a depository institution lending Federal Funds to another depository institution. The Federal Reserve influences this rate by establishing a "target" Fed Funds rate associated with the Fed's management of monetary policy. Federal Home Loan Bank System (FHLB). One of the large Federal Agencies. A Sovernment sponsored enterprise (GSE) system, consisting of wholesale banks (currently twelve district banks) owned by their member banks, which provides correspondent banking services and credit to various financial institutions, financed by the issuance of securities. The principal purpose ofthe FHLB is to add liquidity to the mortgage markets. Although FHLB does not directly fund mortgages, it provides a stable supply of credit to thrift institutions that make new mortgage loans, FHLB debt is not an obligation of, nor is it guaranteed bythe U.S. government, although it is considered to have minimal credit risk due to its importance to the U.S. financial system and housing market. Frequent issuer of discount notes, agency notes and callable agency securities. Also issues notes under its "Slobal note" and "TAP" programs. Federal Home Loan Mortgage Corporation (FHLMC or "Freddie Mac"!' One of the large Federal Agencies. A government sponsored public corporation (GSE) that provides stability and assistance to the secondary market for home mortgages by purchasing first mortSages and participation interests financed by the sale of debt and guaranteed mortgage backed securities. FHLMC debt is not an obligation of, nor is it Suaranteed by the U.S. Sovernment, although it is considered to have minimal credit risk due to its importance to the U.S. financial system and housing market. Frequent issuer of discount notes, agency notes, callable agency securities, and MBS. Also, issues notes under its "reference note" program. Federal National Mortgage Assoclation (FNMA or "Fannie Mae"). One of the large Federal Agencies. A government sponsored public corporation (GSE) that provides liquidity to the residential mortgage market by purchasing mortgage loans from lenders, financed by the issuance of debt securities and MBS (pools of mortgages packaged together as a security). FNMA debt is not an obligation of, nor is it guaranteed by the U.S. tovernment, although it is considered to have minimal credit risk due to its importance to the U.S. financial system and 6 o housing market. Frequent issuer of discount notes, agency notes, callable agency securities and MBS. Also, issues notes under its "benchmark note" program. Federal Reserve Bank. one of the 12 distinct banks of the Federal Reserve System. Federal Reserve System (the Fed). The independent central bank system of the United States that establishes and conducts the nation's monetary policy. This is accomplished in three major ways: (1) raising or lowering bank reserve requirements, (2) raising or lowering the target Fed Funds Rate and Discount Rate, and (3) in open market operations by buying and selling government securities. The Federal Reserve System is made up of twelve Federal Reserve District Banks, their branches. and many national and state banks throughout the nation. lt is headed by the seven- m e m b e r Board of Governors known as the "Federal Reserve Board" and headed by its Chairman. Flnancial tndustry Regulatory Authority, lnc. (FINRA). A private corporation that acts as a self-retulatory ortanization (SRO), FINRA is the successor to the National Association of Securities Dealers, lnc. (NASD). Though sometimes mistaken for a government agency, it is a non-governm ental organization that performs financial regulation of member brokerage firms and exchange markets. The government also has a regulatory arm for investments, the Securitles and Exchange Commission (SEC). Fiscal Agent/Paying Agent. A bank or trust company that acts, under a trust agreement with a corporation or municipality, in the capacity of general treasurer. The agent performs such duties as making coupon payments, paying rents, redeeming bonds, and handling taxes relating to the issuance of bonds. Fitch lnvestors Service, lnc, One of several NRSROS that provide credit ratin8s on corporate and municipal debt issues. Floating Rate Securlty (FRN or 'floate/'). A bond with an interest rate that is adjusted according to changes in an interest rate or index. Differs from variable- rate debt in that the changes to the rate take place immediately when the index changes, rather than on a predetermined schedule. See also "Variable Rate Security." Freddie Mac. See "Federal Home Loan Mortgage Corporation." Ginnie Mae. See "Government National Mortgage Association," Global Notes: Notes designed to qualify for immediate trading in both the domestic U.S. capital market and in foreign markets around the globe. Usually large issues that are sold to investors worldwide and therefore have excellent liquidity. Despite their global sales, global notes sold in the U.S. are typically denominated in U.S' dollars' Government National MortBage Association (GNMA or "Glnnle Mae"). One of the large Federal Agencies. Government-owned Federal Agency thatacquires, packages, and resells mortgages and mortgage purchase commitments in the form of mortgage-backed securities. Largest issuer of mortgage pass-through securities. GNMA debt is guaranteed by the full faith o o 7 o o o and credit ofthe U.S. government (one ofthe few agencies that are actually full faith and credit of the U.S. government). Government Securities. An obligation of the U.S. government backed by the full faith and credit of the government. These securities are regarded as the highest quality of investment securities available in the U.S. securities market. See "Treasury Bills, Notes, 8onds, and SLGS." 8 o Government Sponsored Enterprise (GSE), Privately owned entity subject to federal regulation and supervision, created by the U.S. Con8ress to reduce the cost of capital for certain borrowing sectors of the economy such as students, farmers, and homeowners. GSES carry the implicit backing of the U.S. government, but they are not direct obligations of the U.s. government. For this reason, these securities will offer a yield premium over U'S. Treasuries. Examples of GSEs include: FHLB, FHLMC, FNMA, and SLMA. Government Sponsored Enterprise Security. A security issued by a Government Sponsored Enterprise. Considered Federal Agency Securities. lndex, A compilation of statistical data that tracks changes in the economy or in financial markets. lnterest-Only (lO) STRIP, A security based solely on the interest payments from the bond. After the principal has been repaid, interest payments stop and the value of the security falls to nothing. Therefore, tOs are considered risky investments. Usually associated with mortgage-backed securities. lnternal Contols. An internal control structure ensures that the assets of the entity are protected from loss, theft, or misuse. The internal control structure is designed to provide reasonable assurance that these objectives are met. The cOncept of reasonable assurance recognizes that 1) the cost of a control should not exceed the benefits likely to be derived and 2) the valuation of costs and benefits requires estimates and judgments by management. lnternal controls should address the following points: 1. Control of collusion - Collusion is a situation where two or more employees are working in conjunction to defraud their employer. 2. Separation of transaction authority from accounting and record keeping - A separation of duties is achieved by separating the person who authorizes or performs the transaction from the people who record or otherwise account for the transaction. 3. €ustodial safekeeping - securities purchased from any bank or dealer including appropriate collateral (as defined by state law) shall be placed with an independent third party for custodial safekeeping. 4. Avoldance of physical delivery securities - Book-entry securities are much easier to transfer and account for since actual delivery of a document never takes place. Delivered securities must be properly safeguarded against loss or destruction. The potential for fraud and loss increases with physically delivered securities. 5. Clear delegation of authority to subordinate staff members - Subordinate staff members must have a clear understanding of theirauthority and responsibilities to avoid improper actions. Clear deletation of authority also preserves the internal control structure that is contingent on the various staff positions and their respective responsibilities' o o 9 o o o 6. Written confirmation of transactions for investments and wire transfers - Due to the potential for error and improprieties arising from telephone and electronic transactions, all transactions should be supported by written communications and approved by the appropriate person. Written communications may be via fax if on letterhead and if the safekeeping institution has a list of authorized signatures. 7. Development of a wire transfer agreement with the lead bank and third-party custodian - The designated official should ensure that an agreement will be entered into and will address the following points: controls, security provisions, and responsibilities of each party making and receiving wire transfers, lnverse Floater. A floating rate security structured in such a way that it reacts inversely to the direction of interest rates. Considered risky as their value moves in the opposite direction of normal fixed-income investments and whose interest rate can fall to zero. lnvestment Advisor. A company that provides professional advice managing portfolios, investment recom mendations, and/or research in exchange for a management fee. lnvestment Adviser Act of 1940. Federal legislation that sets the standards by which investment companies, such as mutual funds, are regulated in the areas of advertising, promotion, performance reporting requirements, and securities valuations, lnvestment Grade. Bonds considered suitable for preservation of invested capital, including bonds rated a minimum of Baa3 by Moody's, BBB- by Standard & Poor's, or BBB- by Fitch. Although "BBB" rated bonds are considered investment grade, most public agencies cannot invest in securities rated below "A'" tiquidity. Relative ease of converting an asset into cash without siSnificant loss of value. Also, a relative measure of cash and near-cash items in a portfolio of assets. Additionally, it is a term describing the marketability of a money market security correlating to the narrowness of the spread between the bid and ask prices. Local Government lnvestment Pool (tGlP). An investment by localgovernments in which their money is pooled as a method for managing local funds, (e.g., Florida state Board of Adm inistration's Florida Prime Fund). Lont-Term Core lnvestment Protram. Funds that are not needed within a one-year period' Market Value, The fair market value of a security or commodity. The price at which a willing buyer and seller would pay for a security. Mark-tc,market. Adjusting the value of an asset to its market value, reflecting in the process u nrealized gains or losses. Master Repurchase Agreement. A widely accepted standard a8reement form published by the Securities lndustry and Financial Markets Association (SIFMA) that is used to govern and document Repurchase Agreements and protect the interest of parties in a repo transaction. Maturity Date. Date on which principal payment of a financial obligation is to be paid. 10 o Medium Term Notes (MTN's). Used frequently to refer to corporate notes of medium maturity (s-years and under). Technically, any debt security issued by a corporate or depository institution with a maturity from 1to 10 years and issued under an MTN shelf registration. Usually issued in smaller issues with varying coupons and maturities and underwritten by a variety of broker/dealers (as opposed to large corporate deals issued and underwritten all at once in large size and with a fixed coupon and maturity). Money Market. The market in which short-term debt instruments (bills, commercial paper, bankers'acceptance, etc.) are issued and traded. Money Market Mutual Fund(MMF), Atypeof mutual fu nd that invests solely in mon ey m arket instruments, such as: U.S. Treasury bills, commercial paper, bankers' acceptances, and repurchase agreements. Money market mutual funds are registered with the SEC under the lnvestment Company Act of 1940 and are subject to "rule 2a-7" which significantly limits average maturity and credit quality of holdings. MMF's are managed to maintain a stable net asset value (NAV) of 51.00. Many MMFs carry ratings by a NRSRo. Moody's lnvestors Service. One ofseveral N RSROs th at p rovid e credit ratings on corporate and municipal debt issues. Mortgage Backed Securities (MBSI. Mortgage-backed securities represent an ownership interest in a pool of mortgage loans made by financial institutions, such as savings and loans, commercial banks, or mortgage companies, to finance the borrower's purchase of a home or other real estate. The ma.iority of MBS are issued and/or guaranteed by GNMA, FNMA, and FHLMC. There are a variety of MBS structures with varying levels of risk and complexity. AII MBS have reinvestment risk as actual principal and interest payments are dependent on the payment of the underlying mortgages which can be prepaid by mortgage holders to refinance and lower rates or simply because the underlying property was sold. Mortgage Pass-Through Securities, A pool of residential mortgage loans with the monthly interest and principal distributed to investors on a pro-rata basis. The largest issuer is GNMA. Municlpal Note/Bond. A debt instrument issued by a state or local government unit or public a8ency. The vast majority of municipals are exempt from state and federal income tax, although some non-qualified issues are taxable. Mutual Fund. Portfolio of securities professionally managed by a registered investment company that issues shares to investors. Many different types of mutual funds exist (e.g., bond, equity, and money market funds); all except money market funds operate on a variable net asset value (NAV). Negotlable certificate of Deposit (Negotiable cD), Large denomination cDs (s100,000 and larger) that are issued in bearer form and can be traded in the secondary market. Net Asset Value. The market value of one share of an investment company, such as a mutual fund. This figure is calculated by totaling a fund's assets including securities, cash, and any accrued earnings, then subtracting the total assets from the fund's liabilities, and dividing 11 o o O o o this total by the number of shares outstanding. This is calculated once a day based on the closing price for each security in the fund's portfolio. (See below.) [(Total assets) - (Lia bilities)]/(N umber of shares outstanding] NRSRO. A "Nationally Recognized Statistical Rating Organization" (NRSRO) is a designated rating organization that the SEC has deemed a strong national presence in the U.S. NRSROS provide credit ratings on corporate and bank debt issues. Only ratings of a NRSRO may be used for the regulatory purposes of rating. lncludes Moody's, S&P, Fitch, and Duff & Phelps. Offered Prlce. See also "Ask Price." Open Market Operatlons. A Federal Reserve monetary policy tactic entailing the purchase or sale of government securities in the open market by the Federal Reserve System from and to primary dealers in order to influence the money supply, credit conditions, and interest rates. Par Value, The face value, stated value, or maturity value of a security. Physical Delivery. Delivery of readily available underlying assets at contract maturity. Portfolio. Collection of securities and investments held by an investor. Premium. The amount by which a bond or other financial instrument sells above its face value. See also " Discou nt. " Primary Dealer. A designation given to certain government securities dealer by the Federal Reserve Bank of New York. Primary dealers can buy and sell government securities directly with the Fed. Primary dealers also submit daily reports of market activity and security positions held to the Fed and are subject to its informal oversight. Primary dealers are the largest buyers and sellers by volume in the U.S. Treasury securities market. Prime Paper. Commercial paper of high quality. Highest rated paper is A-1+/A-1 by S&P and P- 1 by Moody's. Principal, Face value of a financial instrument on which interest accrues' May be less than par value if some principal has been repaid or retired, For a transaction, principal is par value times price and includes any premium or discount. Prudent Expert Rule. Standard that requires that a fiduciary manage a portfolio with the care, skill, prudence, and diligence, under the circumstances then prevailing, that a prudent person acting in a like capacity and familiar with such matters would use in the conduct of an enterprise of a like character and with like aims. This statement differs from the "prudent person" rule in that familiarity with such matters suggests a higher standard than simple prudence. Prudent lnvestor Standard. Standard that requires that when investing, reinvestinS, purchasing, acquiring, exchanging, selling, or managing public funds, a trustee shall act with care, skill, prudence, and diligence under the circumstances then prevailing, includinS, but not limited to, the general economic conditions and the anticipated needs ofthe agenry, that a prudent person acting in a like capacity and familiarity with those matters would use in the 72 o conduct of funds of a like character and with like aims, to safeguard the principal and maintain the liquidity needs of the agency. More stringent than the "prudent person" standard as it implies a level of knowledSe commensurate with the responsibility at hand. Qualified Public Depository - Per Subsection 280.02(261, F,S., "qualified public depository'' means any bank, savings bank, or savings association that: 1. ls organized and exists under the laws of the United States, the laws ofthis state or any other state or territory of the United States. 2. Has its principal place of business in this state or has a branch office in this state which is authorized under the laws of this state or of the United States to receive deposits in this state. 3. Has deposit insurance under the provision of the Federal Deposit lnsurance Act, as amended, 12 U.S.C. ss.1811 et seq. 4. Has procedures and practices for accurate identification, classification, reporting, and collateralization of public deposits. 5. Meets all requirements of Chapter 280, F.S. 6. Has been designated by the Chief Financial Officer as a qualified public depository. Range Note, A type of structured note that accrues interest daily at a set coupon rate that is tied to an index. Most range notes have two coupon levels; a higher accrual rate for the period the index is within a designated range, the lower accrual rate for the period that the index falls outside the designated range. This lower rate may be zero and may result in zero earn ings. Rate of Return. Amount of income received from an investment, expressed as a percentage of the amount invested. Realized Gains (Lossest, The difference between the sale price of an investment and its book value. Gains/losses are ,'realized" when the security is actually sold, as compared to "unrealized" gains/losses which are based on current market value' See "Unrealized Gains (Losses)." Reference Bills: FHLMC's short-term debt program created to supplement its existing discount note program by offering issues from one month through one year, auctioned on a weekly or on an alternating four-week basis (depending upon maturity) offered in sizeable volumes ($1 billion and up) on a cycle of regular, standardized issuance, Globally sponsored and distributed, Reference Bill issues are intended to encourage active trading and market-making and facilitate the development of a term repo market. The program was designed to offer predictable supply, pricing transparency, and liquidity, thereby providing alternatives to u.s. Treasury bills. FHLMC's Reference Bills are unsecured general corporate obligations. This program supplements the corporation's existing discount note program. lssues under the Reference program constitute the same credit standing as other FHLMC discount notes; they simply add organization and liquidity to the short-term Agency discount note market' o o 13 o O o Reference Notes: FHLMC's interm ediate-term debt program with issuances of 2, 3, 5, 10, and 30-year maturities. lnitial issuances range from 52 - SO billion with re- openings ranging $1- 54 billion. The notes are high-quality bullet structures securities that pay interest semiannually. lssues under the Reference program constitute the same credit standing as other FHLMC notes; they simply add organization and liquidity to the intermediate- and long-term Agency market. Repurchase Agreement (Repol. A short-term investment vehicle where an investor agrees to buy securities from a counterparty and simultaneously agrees to resell the securities back to the counterparty at an agreed upon time and for an agreed upon price. The difference between the purchase price and the sale price represents interest earned on the agreement. ln effect, it represents a collateralized loan to the investor, where the securities are the collateral can be DVP, where securities are delivered to the investor's custodial bank, or "tri-party''where the securities are delivered to a third-party intermediary. Any type of security can be used as "collateral," but only some types provide the investor with special bankruptcy protection under the law. Repos should be undertaken only when an appropriate BMA approved master repurchase agreement is in place. Reverse Repurchase Atreement (Reverse Repol. a repo from the point of view of the origina I seller of securities. Used by dealers to finance th eir inventory of securities by essentially borrowing at short-term rates. Can also be used to leverage a portfolio and in this sense, can be considered risky if used improperly. Safekeeping. Service offered for a fee, usually by financial institutions, for the holding of securities and other valuables. Safekeeping is a component of custody services. Secondary Market. Markets for the purchase and sale of any previously issued financial instrument. Securities lndustry and Financial Markets Association (SIFMA). The bond market trade association representing the largest securities markets in the world. ln addition to publishing a Master Repurchase Agreement, widely accepted as the industry standard document for Repurchase Agreements, the SIFMA also recommends bond market closures and early closes due to holidays. Securities Lending. An arrangement between and investor and a custody bank that allows the custody bank to "loan" the investors investment holdings, reinvest the proceeds in permitted investments, and shares any profits with the investor. should be governed by a securities lending agreement. Can increase the risk of a portfolio in that the investor takes on the default risk on the reinvestment at the dlscretion of the custodian. Slnking Fund. A separate accumulation of cash or investments (including earnings on investments) in a fund in accordance with the terms of a trust agreement or indenture, funded by periodic deposits by the issuer (or other entity responsible for debt service), for the purpose of assuring timely availability of moneys for payment of debt service. Usually used in connection with term bonds.o 74 Spread. The difference between the price of a security and similar maturity U.S. Treasury investments, expressed in percentage terms or basis points. A spread can also be the absolute difference in yield between two securities. The securities can be in different markets or within the same securities market between different crddits, sectors, or other relevant factors. Standard & Poor's. One of several NRSROS that provide credit ratings on corporate and municipal debt issues. STRIPS (Separate Trading of Registered lnterest and Principal of Securitiesl. Acronym applied to U.S. Treasury securities that have had their coupons and principal repayments separated into individual zero-coupon Treasury securities, The same technique and "strips" description can be applied to non-Treasury securities (e.9., FNMA strips). Structured Notes. Notes that have imbedded into their structure options such as step-up coupons or derivative-based returns. Swap. Trading one asset for another. TAP Notes: Federal Agency notes issued under the FHLB TAP program. Launched in 6/99 as a refinement to the FHLB bullet bond auction process. ln a break from the FHLB's traditional practice of bringing numerous small issues to market with similar maturities, the TAP lssue Pro8ram uses the four most common maturities and reopens them up regularly through a competitive auction. These maturities (2, 3, 5, and 10 year) will remain open for the calendar quarter, after which they will be closed and a new series of TAP issues will be opened to replace them. This reduces the number of separate bullet bonds issued but Senerates enhanced awareness and liquidity in the marketplace through increased issue size and secondary market volu me. o o 15 o Tennessee Valley Authority (TVAI. One of the large Federal Agencies. A wholly owned corporation of the United States government that was established in 1933 to develop the resources of the Tennessee Valley region in order to stren8then the regional and national economy and the national defense. Power operations are separated from non-power operations. TvA securities represent obligations of TVA, payable solely from TVA'5 net power proceeds, and are neither obligations of nor guaranteed by the United States. TVA is currently authorized to issue debt up to S30 billion. Under this authorization, TVA may also obtain advances from the U.S. Treasury of up to S150 million. Frequent issuer of discount notes, agency notes, and callable agency securities. Total Return. lnvestment performance measured over a period of time that includes coupon interest, interest on interest, and both realized and unrealized Sains or losses. Total return includes, therefore, any market value ap preciation/d epreciation on investments held at period end. o o Treasuries. Collective term used to describe debt instruments backed by the U.S. government and issued through the U.S. Department of the Treasury. lncludes Treasury bills, Treasury notes, and Treasury bonds. Also, a benchmark term used as a basis by which the yields of non-Treasury securities are compared (e.g., "trading at 50 basis points over Treasuries"). Treasury Bllls (T-Bills). Short-term direct obligations of the United States government issued with an original term of one year or less. Treasury bills are sold at a discount from face value and do not pay interest before maturity. The difference between the purchase price of the bill and the maturity value is the interest earned on the bill. Currently, the U.S. Treasury issues 4-week, 13-week, and 26-week T-Bills. Treasury Bonds. Long-term interest-bea ring debt securities backed by the U.S. government and issued with maturities of ten years and longer by the U.S. Department of the Treasury. The Treasury stopped issuinS Treasury Bonds in August 2001. Treasury Notes. lntermediate interest-bearing debt securities backed by the U.S. government and issued with maturities ranging from one to ten years by the U.S. Department of the Treasury. The Treasury currently issues 2-year, S-year, and 1O-year Treasury Notes. Trustee. A bank designated by an issuer of securities as the custodian of funds and official representative of bondholders. Trustees are appointed to insure compliance with the bond documents and to represent bondholders in enforcing their contract with the issuer. Uniform Net Capital Rule. SEC Rule 15c3-1 that outlines the minimum net capital ratio (ratio of indebtedness to net liquid capital) of member firms and non-member broker/dealers. Unreallzed Gains (tosses). The difference between the market value of an investment and its book value. Gains/losses are "realized" when the security is actually sold, as compared to "unrealized" gains/losses which are based on current market value. See also "Realized Gains (Losses)." Variable-Rate Security. A bond that bears interest at a rate that varies over time based on a specified schedule of adjustment (e.g., daily, weekly, monthly, semi-annually, or annually). See also "Floating Rate Note." Weighted Average Maturity (or just "Average Maturity''). The average maturity of all securities and investments of a portfolio, determined by multiplying the par or principal value of each security or investment by its maturity (days or years), summing the products, and dividing the sum by the total principal value of the portfolio. A simple measure of risk of a fixed- income portfolio. Weighted Averate Maturity to Call. The average maturity of all securities and investments of a portfolio, adjusted to substitute the first call date per security for maturity date for those securities with call provisions. Yield Curve. A graphic depiction of yields on like securities in relation to remaining maturities spread over a time line. The traditional yield curve depicts yields on U.S. Treasuries, although 16 o yield curves exist for Federal Agencies and various credit quality corporates as well. Yield curves can be positively sloped (normal) where longer-term investments have higher yields, or "inverted" (uncommon) where longer-term investments have lower yields than shorter ones. Yield to Call (YTC). Same as "Yield to Maturity," except the return is measured to the first call date rather than the maturity date. Yield to call can be significantly higher or lower than a security's yield to maturity. Yield to Maturity (YTMI, Calculated return on an investment, assuming all cash-flows from the security are reinvested at the same original yield. Can be higher or lower than the coupon rate depending on market rates and whether the security was purchased at a premium or discount. There are different conventions for ca lculating YTM for varioustypes of securities. Yield. There are numerous methods of yield determination. ln this glossary, see also "Current Yield," "Yield Curve," "Yield to Call," and "Yield to Maturity." a o 77 o !mz 9.oz ,/ ) ) ) ( ( ( \ Citv Pension Fund for Firefiehters and Police Officers ActuarialoValuation as of October 1, 2018 o o o o o GRS Retirement Consultinp X 3 A-ru- -, Lawrence F. Wilson, A.S.A. Senior Consultant and Actuary Enclosures P : 954.527.1616 F: 954.525.0083 | www.grsconsulting.com May 16, 2019 Ms. Donna Brito Executive Director City Pension Fund for Firefighters and Police Officers in the City of Miami Beach 1691 Michigan Avenue, Suite 355 Miami Beach, Florida 33139 Re: October 1,2018 Actuarial Valuation Report Dear Donna: As requested, we are pleased to enclose twenty (20) bound copies of the October 1, 2018 Valuation Report for the City Pension Fund for Firefighters and Police Officers in the City of Miami Beach. We will upload an electronic copy of the Actuarial Valuation Report along with the required disclosure information to the State portal as required by the State. We appreciate the opportunity to have performed this jmportant assignment on behalf of the Board. lf you should have any questions concerning the above, please do not hesitate to call. Sincerest regards, o o One East Broward Boulevard , Suite 505 | Ft. Lauderdale, Florida 3330'l-1804 a CITY PENSION FUND FOR OFFICERS !N THE CITY OF MIAMI BEACH This Valuation Determines the Annual Contribution for the Fund Year October 1, 2019 through September 30,2O2O to be paid in FiscalYear October 1, 2019 to September 30, 2020 o FIREFIG HTERS AN D POLICE o o G RS E::::ril' City Pension Fund for Firefighters and Police Officers in the City of Miami Eeach o TABLE OF CONTENTS Commentary l. Summary of Pension Fund Costs ll. Comparison of Cost Data of Current and Prior Valuations lll. Characteristics of Participants in Actuarial Valuation lV. StatementofAssets......................... XV. Projected Retirement Benefits XVI,Recent Fu nd Experience Employer Contribution lnformation ............ XVIII XIX Pape 1, 11 72 13 9 V. Reconciliation of Fund Assets 1,4 v . vl . x IX xl x Distribution of Fund Participants by Attained Age Groups and Service Groups Statistics for Participants Entitled to Deferred Benefits and Participants 42 x t. Receiving Benefits 45 o xlV. ReconciliationofEmployeeData......................46 47 XVII ......... 54 .48 .52 53 XX ..62 oRS 3::::i:; GRS Retirement Consulting P : 954.527.1616 F: 954.525.0083 www.grscon:ulting.com o May 13,2019 Ms. Donna Brito Executive Director City Pension Fund for Firefighters and Police Officers in the City of Miami Beach 1691 Michigan Avenue, Suite 355 Miami Beach, Florida 33139 Dear Donna We are pleased to present our October 1, 2018 Actuarial Valuation Report for the City Pension Fund for Firefighters and Police Officers in the City of Miami Beach (Fund). The purpose of this Report is to indicate appropriate contribution levels, comment on the actuarial stability of the Fund and to satisfy State requirements. The Board ofTrustees has retained Gabriel, Roeder, Smith and Company (GRS) to prepare an annual actuarial valuation under Section 63 of the Fund Ordinance. This Report consists of this commentary, detailed Tables I through XVlll, the State Required Exhibit on Table XIX and a Glossary on Table XX. The Tables contain basic Fund cost figures plus significant details on the benefits, liabilities and experience of the Fund. We suggest that you thoroughly review this Report at your convenience and contact us with any questions that may arise. Our Actuarial Valuation develops the required minimum Retirement Fund payment under the Florida Protection of Public Employee Retirement Benefits Act and for Fire and Police Retirement Chapters 175 and 185. The minimum payment consists of payment of annual normal costs including amortization of the components of the unfunded actuarial accrued liability over various periods as prescribed by law. The minimum required contribution for fiscal year ending September 30, 2020 is 549,349,342172.0% I 56.8%). The figures in parentheses is the Fu nd cost expressed as a percentage of projected annual pensionable payroll excluding DROP payroll (568,519,260) and projected annual pensionable payroll including DROP payroll (585,906,857) respectively for fiscalyear ending September 30,2020. This totalcost is to be met by member, City and State (Share Plan) contributions. We anticipate member contributions will be 56,921,550 (10.1% | 8.0%1. The State (Share Plan) will contribute 5120,549 lO.2% I O.L%I and the resulting minimum required City contribution will be 542,307,243 161.7% I 48.7%1. The minimum required City contribution does not include an interest adjustment and must be increased if State (Share Plan) contributions are less than 5120,549. The City minimumo October 1, 2018 Actuarial Valuation Retirement Fund Costs Onc East &oward Boulcvard I Suite 505 | Ft. Laudcrdalc, Florida 33301J804 Ms. Donna Brito May 13, 2019 Page Two required contribution requirement reflects an annual City payment at the beginning of the fiscal year. Changes in Actuarial Assumptions, Methods and Fund Benefits Fund provisions remain unchanged from the Fund provisions considered in the October 1, 2017 Actuarial Valuation. Fund provisions are summarized on Table lX. Assumed investment return has been updated lo 7 .75%, net of investment expenses, com pounded annually. The remalning actuarlal assumptions and methods are unchanged from the actuarial assumptions and methods utilized in the October 1, 2017 Actuarial Valuation. The actuarial assumptions and methods are outlined on Table X. Table ll of this Report provides information of a comparative nature. The left columns of the Table indicate the costs as calculated for October L,2Ol7 . fhe center columns indicate the costs as calculated for October 1, 2018, prior to the update in actuarial assumptions. The right columns indicate the costs as calculated for October 1, 2018, after the update in actuarial assumptions. Comparing the left and center columns of Table ll shows the effect of Fund experience during the year. The nu mber of active participa nts decreased by a pproximately 2%. Ptojecled pensionable payroll increased by approximately 5%. Total Fund membership decreased by approximately 0.3%. Total normal cost increased both as a dollar amount and as a percentage of prolected pensionable payroll. The unfunded actuarial accrued liability increased as a dollar amount but decreased as a percentage of projected pensionable payroll. The net City minimum funding requirement also increased as a dollar amount but remained level as a percentage of projected pensionable payroll. Comparing the center and right columns of Table ll shows the effect of the update of the actuarial assumptions. Total normal cost, unfunded actuarial accrued liability and net City minimum funding requirement jlllg3lgd both as a dollar amount and as a percentage of projected pensionable payroll. The value of vested accrued benefits exceeds Fund assets, resulting in a Vested Benefit Security Ratio (VBSR) of 79.0% (79.5% before the update in actuarial assumptions) which is an increase from 77.60/o as of the October 1,2017Actuarial Valuation. The VBSR is measured on a market value of assets basis. o o O Comparison of October 1, 2017 and October 1, 2018 Valuation Results RS 8::;:ril' o Ms. Donna Brito May 13, 2019 Page Three The Fund experienced an actuarial loss in the amount of 55,577,047 this year. This indicates net Fund experience was less favorable than expected based upon the prior actuarial assumptions. Table XVI (salary, turnover, mortality, disability and investment yield) provides figures on recent Fund experience. Salary experience indicates actual salary increases averaged approximately 9.5% for Fund Year ended September 30,2018. The average sa la ry increase assumption was 7 .O%o. Salary increase experience was generally a source of actuarial loss. Three, five and ten-year average annual salary increases are 8.Oo/o,7.5o/o and 5.1%, respectively. Employee turnover this year was approximately 50% of expected turnover based upon the turnover assumption and was generally an additional source of actuarial loss. Three and five-year turnover has averaged 80% and 90% of assumed turnover, respectively. This year's smoothed value investment return of 8.14% exceeded the Fund's prior year investment return assumption ol 7 .80%Smoothed investment return was an offsettin I source of actuaria I gain during the year. Three, five and ten-year average annual investment returns are 8.73%,9.2% and 6.9%, respectively on a smoothed value basis. Average annual market value returns for the one, three, five and ten-year periods have been 9.56%, 9.94o/",8.L% and 8.4%, respectively. The Funded Ratio based on the actuarial accrued liability compared to the smoothed value of assets increased slightly from 72.6% to 72.7o/" (73.1% prior to the actua rial assum ption changes). The Board submitted the Member census data as of October 1, 2018 used for this actuarial valuation to us. This information contains name, Social Security number, date of birth, date of hire, October 1., 2018 rate of pay and member contributions for the previous year. Dates of termination and retirement are provided where applicable. The Board updated information on inactive participants including retirees, beneficiaries and vested terminees. We received financial information as of September 30, 2018 concerning Fund assets from the Fund Auditors. We do not audit the Member census data and asset information that is provided to us; o G RS 3:rr:; tund Experience Mortality this year was approximately 1.10% of the assumed mortality and was generally an offsetting source of actuarial gain. Three and five-year mortality experience has averaged 90% and 100% of the assumed mortality, respectively. Disability this year was approximately 74Oo/. of the assumed disability and was generally an additional source of actuarial loss. Member Census and Financial Data Ms. Don na Brito May 13, 2019 Page Four however, we perform certain reasonableness checks. The Fund is responsible for the accuracy of the data provided to us. Risks Associated with Measuring the Accrued Liability and Actuarially Determined Contribution Future actuarial measurements may differ significantly from the current measurements presented in this report due to such factors as the following: Fund experience differing from that anticipated by the economic or demographic assumptions; changes in economic or demographic assumptions due to changing conditions; increases or decreases expected as part of the natural operation of the methodology used for these measurements (such as the end of an amortization period, or additional cost or contribution requirements based on the Fund's funded status); and changes in Fund provisions or applicable law. The scope of an actuarial valuation does not include an analysis of the potential range of such future measurements. Examples of risk that may reasonably be anticipated to significantly affect the fund's future financial condition include: lnvestment risk - actual investment returns ma y differ from expected returns; Asset / Liabilitv mismatch - changes in asset values may not match changes in liabilities, thereby altering the gap between the accrued liability and assets and consequently altering the funded status and the actuarially determined contribution requirements; 3. Contribution risk - actual contributions ma y differ from expected future contributions. For example, actual contributions may not be made in accordance with the Fund's funding policy or material changes may occur in the anticlpated number of covered employees, covered payroll or other relevant contribution base; 4. Salary and Payroll risk - actual salaries and total payroll may differ from expected, resulting in actual future accrued liability and the actuarially determined contributions differing from expected; 5. Longevitv risk - members ma y live longer or shorter than expected and receive pensions for a period of time other than assumed; 6. Other demographic risks - members ma y terminate, retire or become disabled at times or with benefits other than assumed resulting in actual future accrued liability and the actuarially determined contributions differing from expected. o o 1 2 o The determination of the accrued liability and the actuarially determined contribution requires the use of assumptions regarding future economic and demographic experience. Risk measures, as illustrated in this report, are intended to aid in the understanding of the effects of future experience differing from the assumptions used in the course of the actuarial valuation. Risk measures may also help with illustrating the potential volatility in the accrued liability and the actuarially determined contribution that result from the differences between actual experience and the actuaria I assumptions. RS 3::::r:; o o Ms. Donna Brito May 13, 2019 Page Five The effects of certain trends in experience can generally be anticipated. For example if the investment return since the most recent actuarial valuation is less (or more) than the assumed rate, the actuarially determined contribution can be expected to increase (or decrease). Likewise if longevity is improving (or worsening), increases (or decreases) in the actuarially determined contribution can be a nticipated. The actuarially determined contribution rate shown on page one may be considered as a minimum contribution rate that complies with the Board's funding policy. The timely receipt of the actuarially determined contributions is critical to support the financial health of the Fund. Users of this report should be aware that contributions made at the actuarially determined rate do not necessarily guarantee benefit security. Fund Maturity Measures Risks facing a pension fund evolve over time. A young fund with virtually no investments and paying few benefits may experience little investment risk. An older fund with a large number of members in pay status and a significant trust may be much more exposed to investment risk. Generally accepted fund maturity measures include the following: 2018 Ratio of the market value of assets to payroll Ratio of actuarial accrued liability to payroll Ratio of actives to retirees and beneficiaries Ratio of net cash flow to market value of assets Duration of the actuarial accrued liability 13.85 18.65 0.55 -3.7% 13.35 Ratio of Market Value of Assets to Payroll Ratio of Actuarial Accrued Liability to Payroll The relationship between actuarial accrued liability and payroll is a useful indicator of the potential volatility of the actuarially determined contributions for a fully funded fund. A funding policy that GRS 3::::T:; 2077 t3.77 18.81 0.66 -2.20/o 13.3 3 The relationship between assets and payroll is a useful indicator of the potential volatility of the actuarially determined contributions. For example, if the market value of assets is 2.0 times the payroll, a return on assets 5% different than assumed would equal lO% of payroll. A higher (lower) or increasing (decreasing) level of this maturity measure generally indicates a higher (lower) or increasing (decreasing) volatility in the actuarially determined contributions as a percentage of payroll. Ms. Donna Brito May 13,2019 Page Six targets a funded ratio of 100% is expected to result in the ratio of assets to payroll and the ratio of liability to payroll converging over time. The ratio of liability to payroll may also be used as a measure of sensitivity of the liability itself. For example, if the actuarial accrued liability is 2.5 times payroll, a change in liability 2% other than assumed would equal5% of payroll. Ahigher(lower) or increasing (decreasing) level of this maturity measure generally indicates a higher (lower) or increasing (decreasing) volatility in liability (and also the actuarially determined contributions) as a percentage of payroll. Ratio of Actives to Retirees and Beneficiaries A young fund with many active members and few retirees will have a high ratio of active to retirees A mature open fund may have close to the same number of actives to retirees resulting in a ratio near 1.0. A super-mature or closed fund may have significantly more retirees than actives resulting in a ratio below 1.0. Ratio of Net Cash Flow to Market Value of Assets A positive net cash flow means contributions exceed benefits and expenses. A negative cash flow means existing funds are being used to make payments. A certain amount of negative net cash flow is generally expected to occur when benefits are prefunded through a qualified trust. Large negative net cash flows as a percent of assets may indicate a super-mature fund or a need for additional contributions. Duration of Actuarial Accrued Liability The duration of the actuarial accrued liability may be used to approximate the sensitivity to a 1% change in the assumed rate of return. For example, a duration of 10 indicates the liability would increase approximately 10% if the assumed rate of return were lowered 1%. Additional Risk Assessment Additional risk assessment is outside the scope ofthe annual actuarial valuation. Additional assessment may include scenario tests, sensitivity tests, stochastic modeling, stress tests and a comparison of the present value of accrued benefits at low-risk discount rates with the actuarial accrued Iia bility. 5u mmarv ln our opinion the benefits provided for under the Fund will be sufficiently funded through the payment of the amount as indicated in this and future Actuarial Valuation Reports. We will O o oRS 3::::i:; o o Ms. Donna Brito May 13, 2019 Page Seven continue to update you on future payment requirements for the Fund through future Actuarial Valuation Reports. ln addition, these Reports will continue to monitor future experience of the Fund. The actuarial assumptions used in this Actuarial Valuation are as adopted by the Board. The demographic actuarial assumptions are based on the results of an Experience Study for the period October 1, 2009 - September 30,20L4. The investment return assumption is based upon a Capital Market Assumption Study completed in 2014 and based upon recommendations from the lnvestment Consultant. The mortality assumptions are prescribed by statute. Each assumption represents an estimate of future Fund experience. lf all actuarial assumptions are met and if all future minimum required contributions are paid, Fund assets will be sufficient to pay all Fund benefits, future contributions are expected to remain relatively stable as a percent of payroll and the funded status is expected to improve. Fund minimum required contrlbutions are determined in compliance with the requirements of the Florida Protection of Public Employee Retirement Benefits Act, Firefighters Retirement Chapter 175 and Police Officers Retirement Chapter 185 with normal cost determined as a level percent of covered payroll and with a level percent amortization payment using a closed amortization period of 30-years. The Unfunded Actuarial Accrued Liability (UAAL) and the Funded Ratio may not be appropriate for assessing the sufficiency of Fund assets to meet the estimated cost of settling benefit obligations but may be appropriate for assessing the need for or the amount of future contributions. The UAAL and Funded Ratio would be different if it reflected the market value of assets rather than the smoothed value of assets. The Unfunded Actuarial Present Value of Vested Accrued Benefits and the corresponding Vested Benefit Security Ratio may be appropriate for assessing the sufficiency of Fund assets to meet the estimated cost of settling benefit obligations but may not be appropriate for assessing the need for or the amount of future contributions. The Government Accounting Standards Board Net Pension Liability and Fund Fiduciary Net Position as a Percentage of Total Pension Liability may not be appropriate for assessing the sufficiency of Fund assets to meet the estimated cost of settling benefit obligations but may be appropriate for assessing the need for or the amount of future contributions. This Report should not be relied on for any purpose other than the purpose described in the primary communication. Determinations of the financial results associated with the benefits described in this Report in a manner other than the intended purpose may produce significantly different results. G RS 3::l,;r:; Ms. Donna Brito May 13, 2019 Page Eight This Report has been prepared by actuaries who have substantial experience valuing public employee retirement funds. To the best of our knowledge the lnformation contained in this Report is accurate and fairly presents the actuarial position of the Fund asof the valuation date. All calculations have been made in conformity with generally accepted actuarial principles and practices, with the Actuarial Standards of Practice issued by the Actuarial Standards Board and with applicable statutes. This Report may be provided to parties other than the Board only in its entirety and only with the permission of an approved representative of the Board. The undersigned are Members of the American Academy of Actuaries and meet the qualification standards of the American Academy of Actuaries to render the actuarial opinions contained in this Report. We are available to respond to any questions with regards to matters covered in this Re port. Very truly yours, a^d- o oX 3 A.-l^- --,, Jennifer Borregard, E.A. Consulta nt and Actuary o The signing actuaries are independent of the Fund sponsor. Lawrence F. Wilson, A.S.A., E.A. Senior Consultant and Actuary RS 3:rr:; Table I o o Summarv of Pension Fund Costs as of October 1 ,2018 Prior As5umptions Current Assumptions Cost Data %ol Proiected Pensionable Pavroll %ol Proiected Pensionable Pavroll A. Participant Data Summary (Table lll) 1. Active Employees 2. Terminated Vested (including dormants) 3. Receiving Benefits (including DROPs) 4. Annual Pensionable Payroll 1 5. Projected Annual Pensionable Payroll' 6. Projected Annual Pensionable Payroll including DROP 3 B. Total NormalCosts 1. Age Retirement Benefits 2. Termination Benefits 3. Death Benefits 4. Disability Benefits 5. Estimated Expenses 5. Total Annual Normal Costs C. Total Actuarial Accrued Liability 1. Age Retirement Benefits Active Employees 2. Termination Benefits Active Employees 3. Death Eenefits Active Employees 4. 0isability Benefits Active Employees 5. Retired or Terminated Vested Participants Recerving Benefits {including DROPs) 6. Terminated Vested Participants Entitled to Future Benefits (including dormants) 7. Deceased Participants Whose Beneficiaries are Receiving Benefits 8. Disabled Participants Receiving Benefits 9. Total Actuarial Accrued Liability t5,794,176 1,095,121 663,373 2,429,705 802,106 5 20,784,481 226,664,795 4,370,447 2,263,826 t2,042,776 887,251,355 7294.90,4 5,018,918 23.7% 7.60/a 7.0% 3.50/o 7.2% 30.3% 75,987,317 1,707 ,7 26 558,459 2,444,827 802,106 23.30/o 7.6% 7.O% 3.6% 7.20/o 30.70/o 5 493 2l 763 66,777,877 68,519,250 85,906,857 97.4oh s 100.0% t26.8.4 493 27 763 66,111,877 68,519,260 86,906,857 N/A 97 .4% 700.o% 726.80/o ss s 21,014,495 s330.8% 6.4% 3.3% 17.6% 228,600,946 4,408,52r 2,217,667 12,L27,7 75 333.5% 5.4% 3.3% 891,989,27 7 1301.8% 48,416,7 62 51,470,010 s 1,237,051,185 5 7,244,345,534 1 Annuol Pensionoble Poytoll - Porticipont's pensionoble poy Iot yeor ending Septembet 31th increosed by dssuned solory inueoses to rellect poy increoses. 2 Projected Annuol Pensionoble Poyroll - Annuol Pensionoble Poytoll ptujected to the end ol yeor (ond beginning ol liscol yeor lor which the City conttibutions ore dete nihed) by ossuming on oggregote increose in poyro of 2.7%. 3 Prcjected Annuol Pensionoble Poytoll including DROP - Projected Annuol Pensionoble Poytoll plus DROP potticiponts poy lor yeot ending Septembet 30th inoeosed by ossufied solory inueoses to reflect poy incteoses then prcjected to the end of the yeot ossufiing on oggrcgote inueose in poyroll ol2.7%. 44,222,145 57,277,472 70.704 75.70/o ta76.ro/o 7 .30/o 5,060,642 City Pension Fund for Firefighters and Police Officers in the City of Miami Beach o 9 Cost Data s 70.4% 7 4.7% L805.4% Table I (Cont'd ) Summary of Pension Fund Costs as oI October 1,2018 Prior Assumptions o Current Assumptions Cost Oata Cost Oata % of Projected Pensionable PaYroll 904,653,131 924,502,976 21,,O1,4,495 26,588,372 248,9L8 200,154 s 48,0s1,939 42,307 ,243 120,549 6,921,550 42,307,243 l.6,s77,047) 5,060,642 r72,808,250 245,24L,959 79.O% ol Prcjected Pensionabl€ PaYroll 495.80/. 100.0% D. Assets (Table V) 1. Smoothed Value of Assets 2. Market Value of Assets E. Unfunded Actuarial Accrued Liability (c. - D.1. ) 1. Total Normal Cost (including expenses) 2. Amortization of Unfunded Liability 3. lnterest Adjustment 4. Expected Service Buyback 5. Total Preliminary Minimum Required Contribution 7320.3./" 7349.3./. 1320.3% t349.3% s S s s 904,653,131 924,502,976 20,784,481, 26,232,6s7 250,409 200,754 s 332,398,0s4 48sj% s 339,692,403 5s303% 38.3% 0.4% o.3% 69.3./" 30.7% 38.8% 0.4'/. o.3v. 70.1%s 47,467 ,7O7 H. Contribution Sources for FiscalYear EndinB September 30,2020 1. City S 2. state (share Plan) S 3. Member S l. City Contribution {% of Projected Annual Pensionable Payroll including DROP) J. Actuarial Gain / (Loss) K. Actuarial Present Value of Vested Accrued Benefits 1. Retired, Terminated Vested, Beneficiaries and Disabled Receiving Benefits (including DROPs) 2. Terminated Vested Participants Entitled to Future Benefits and Miscellaneous 3. Active Participants Entitled to Future Benefits 4. Total Actuarial Present Value of Vested Accrued Benefits L. Unfunded Actuarial Present Value of Vested Accrued Benefits (K. - D.2., not less than zero) M. Vested Eenefit Security Ratio (D.2. = K.) s 68,s i9,260 IOO.O% s 68,519,260 o 4L,707,230 720,549 6,921,550 6O.9Yo s o.2% s r0.7% s 61.70/o o.2./" 70.7./" s S 47,707,230 16,s77,041) 5,018,918 77t,178,407 4A.O% 5 (e.6%) s 48.1% ls.6%l s 986,691,023 744O.O% s 991,876,043 1447 .6% 7.3% 249.8% 7.4% 252.2% 5 1,162,888,342 1.697 .20/o 5 1 ,169 ,7 44 ,935 t701 .2% s 238,385,366 79.5% 347.9v. s N/A 3s1 .9%-rf City Pension Fund for Firefighters and Police Officers in the City of Miami Beach - 10'(9,' F. Preliminary Minimum Required Contribution G. Projected Payroll of Active Employeesfor 201-9-2020 Fund Year (A.5.) tso/66 e{E;.E3= !: l!ago I o-'-E-c iEc o E l o.; ,P_U z xq a- z .9 t !_ : o) ! i ..icd09 <<<\o-\ .\ -\ :izzz-oo qq c) oo zci c6 oi ci 01 1 O!n NOor or oi o 9q ! j _o ) E f, E !cl Cl L {b+O)oloJE:> >0,ExEq.Y o.w.l L O<-: E l ui .: 5 .9 _o J .!'- J ci oI .o E oz lD oF U d Lril'- j iE C @ l l o : (.ias F-o s 6 Fao "1 l"- .O'o d xe(o l.\ o F..-oNj Sr-.\ <h crt(o o ,.iol(o oi t,i ,-,i .-t xn o Ol9. o. .rlo .O'(oor <t U-1 oN 9 r- ^{o\ oo. <<<\ozzz-oo <<<\ozzz9 oo oNtnotn l'\ CO. o (o o ol e o c.i c''io6 .!o01 01 F\ @o d oq o r-' j * rJ_1 <1. F\ o_ I F\ F. I omoco r: ..i +F: o\F. d j N Oid 01 j o o- oi q NN oo d LD oi r-' r-' . j U -.o&o .E_o j !cc: ECECf<rJ_ E CY ;-o (J3l d c=:Q;'o oF=>> :(J 6 d:arddio?-. , =E c c =roo.=.CC;=336ar:l--,=(I)!r-(!rE:e-3EP=6o2; c cda! 6 < < o c!l^^nnbn.^;EE66s!",.Eriii!h>E6.9.q: .=uororEic!?<Fddd:= 6a..,Jm<trn < ttn- i.ei+E4oo !lEa-.a,9EEH;sErooxa 96 otD96 On96 !toot5-0ri6-;Oe ccoo, -o F o c.9 ..qo EN,.i{i--o !o (J cao'ao EJ 'L!4 .,,i€ ou'io o. F orr{ (1, .oo o co Gf G @ oet !u.a o !c N oN ,r. q) o o IE t!o o .9 Go E I o o Cha racteristics of Participants in Actuarial Valuation as of October 1 2018 A. Active FuI|d Participants Summary 1. Active participants fully vested 2. Active participants partially vested 3. Active pa rticipa nts non-vested 4. Total active pa rticipants 5. Annual Pensionable Payroll 6. Projected Annual Pensionable Payroll 7. Projected Annual Pensionable Payroll (lncluding DROPs) B. Retired and Terminated Vested Participant Summary 1. Retired or terminated vested participants receiving benefits (including DROPs) 2. Terminated vested participants entitled to future benefits (including dormants) 3. Beneficiaries receiving benefits 4. Disabled participants receiving benefits 1. Retired or terminated vested receiving benefits (including DROPs) 2. Terminated vested entitled to future benefits 3. Beneficiaries of deceased participants 4. Disabled pa rticipants Table lll 348 0 145 493 5 66,777,877 s 68,s19,260 S 86,906,8s7 s96 27 111 56 o o O S 61,080,842 S 4s8,163 S s,061,632 S 4,072,724 City Pension Fund for Firefighters and Police Officers in the City of Miami Eeach - 72 -s9' C. Proiected Annual Retirement Benefits o 1. Short Term lnvestments 2. U.S. Government Securities 3. Common Stocks 4. Domestic Equity Fu nd 5. lnternationa I Equity Fund 6. Domestic Corporate Bonds 7. lnternationa I Fixed lncome 8. Real Estate Fund 9. Mutual Funds Self-Directed DROP Participants 1. Accrued lnterest 2. Due from Broker 3. Member Contributions D. Pava bles 1. Accounts Payable 2. Due to Broker E. Total Assets (A.+8.+C.-D.) Table lV 30,725 4,989,227 30,898,782 348,453,158 765,246,203 36,118,8s8 \84,944,766 42,440,874 87,318,906 27,866,964 2,330,628 777 239,623 374,803 0 5 924,s02,976 City Pension Fund for Firefighters and Police Officers in the City of Miami Beach S s o S 5 o aLGRS r,'r,' 13 Statement of Assets as of October 1, 2018 Assets A. Cash and Cash Equivalents B. General lnvest me nts C. Receiva bles Market Value Reconciliation of Fu nd Assets 1. Contributions a. Member b. Buybacks c. City d. State (Share Pla n) e. Total 2. lnvestment lncome a. lnterest and dividends b. Rea lized ga ins c. U nrea lized gains d. lnvestment expenses e. Net investment income 3. Total receipts during period C. Disbu rsements durinR Period 1. Pension payments 2. DROP distributions 3. Contribution refunds 4. Administrative expenses 5. Total disbursements during period Table V S 874,437,400 6,475,408 118,307 37,519,388 t20,549 5 44,233,6s2 73,056,970 40,754,472 31,678,267 (3,404,8s2) S 82,094,8s1 s 126,328,s03 58,206,515 77,252,534 7,772 802,106 5 924,502,976 5 27,732,355 9,652,989 7,734,754 117,2s2,s341 5 27,866,964 City Pension Fund for Firefighters and Police Officers in the City of Miami Beach o o S S o -74- A. Market Value of Assets as of October 1, 2017 B. Receipts durins Period D. Market Value of Assets as of September 30, 2018 E. Reconciliation of DROP Account Balances 1. DROP Accounts Balance as of October 1, 2017 2. Benefit Payments into DROP Accounts during Year 3. lnvestment Gains / (Losses) during Year 4. Distributions from DROP Accounts during Year 5. DROP Accounts Balance as of September 30, 2018 5 76,262,927 S >a9:-!c|!9 E.O ;> Eo o !cl coa o- l) LO r..,{ F\ o- olo.,1 ro(ori F.ol Ol oo' o.o |-\ j F. (o F\ r-' o. ,r'l 01a-(o O\ord+ r/) .! o A- @- .r1 F.(ostO.! .n (o c) .1 q '}ITA!i u; o.\tol oi r.' d + ci ..i.!m(ooolO(ornOl .'r @o)@ddra o. 01 1 .oQ(orn0oOF.r'. omoN r-' + { ..i m(oo o1 @ .1 ,'1 @. o\o@ ,ri r.i ..i6 ro ..J Nc!O(Oco.nC)o,4 .1 s- 01 (o (o <. F.rr O l'\ r-i NN N olNI otNIolt\l co N F o o o rgs6 39","i +oiOe{ot .1 ,1 ,'1 rnoo(o- <l- (o- oo.oo'1r- 3-s-sF3B-9<tora ra(o @ rooo (o- oo- ol oNSts. f'l ,4 F. Or Or(otor@o-(o |.\j .i. o a .,i o E o o (l,,'6 ! E o E o c Eo .E o : U FB qEq i+ ! E *gF- ri= C I *Esh6 -,!: E_E qEE! 9 Ei:sE, ;zE F i QI " 6$E{Ti= :HF; ;:!:!EEE.;EE_A rEE g; E -ro 6st:.i5.: PP! u;g!.Ei,.i .= Q> "rQc;i#t Ett:s - ,gfi€.,Et€Eitg E * .l : : = E=: E; q; ! i; i a: i E; E * E E ;i 1 ; ;i!! I;u_'3EE EpruuE: F E E : * * i E+E; e;s'EE5E ti:ei;; jEi i > >: e-^.n f,.rNm$t^@ 5rr .{.n s o,: > < ..i Uci ui ,i tr r --i -; O Actuarial Gain / (Loss) for Fund Year Ended Sep tember 30, 2018 1. Employer normal cost previous actuarialvaluation 2. Unfunded actuarial accrued liability previous actuarial valuation 3. Employer contributions previous year: (a) City (b) State (c) Total 4. lnterest on: (a) Employer normal cost (b) Unfunded actuarial accrued liability (c) Employer contributions (d) Net total: (a) + (b) - (c) 5. lncrease / (decrease) due to assumption changes 6. Expected unfunded actuarial liability current year: (1.+2.-3.+4.+5.) 7. Actual unfunded actuarial liability current year 8. Actuarialgain / (loss): (6. - 7.) B. Approximate Portion of Gain / (Loss) due to lnvestments 1. Smoothed value of assets previous year 2. Contributions during period 3. Benefits, refunds and administrative expenses during period 4. Expected net appreciation for period 5. Expected smoothed value assets current year: (1.+2.-3.+4.) 6. Actual smoothed value of assets current year 7. Approximate gain / (loss) due to investments: (6. - 5.) S Table Vl o s 12,668,s2s 5 327,277,244 5 37,s19,388 720,549 5 37,63s,937 988,14s 75,522,945 2,935,91s 5 23,s1s,77s 5 7,294,349 5 333,11s,3s6 339,692,403 5 g577,o4t)o S 867,403,683 44,233,652 76,262,927 67,876,303 S 903,250,711 S 904,6s3,131 5 7,4O2,42O 5 0,e7e,4671 o City Pension Fund for Firefighters and Police Officers in the City of Miami Beach(99' '"-16- A. Derivation of Actuarial Gain / (Loss) C. Approximate Portion of Gain / (Loss) due to Liabilities: (A. - B.) Table Vll Amortization of Unfunded Actuarial Accrued Liabilitvo Valuation Date Amortization Payment 5 25,s88,372 5 27,3o6,2s7 5 28,043,529 S 28,800,703 5 29,s78,322 5 30,376,937 S 31,197,113 5 32,039,43s 5 37,904,499 5 33,792,919 S 34,70s,328 5 3s,642,374 5 36,604,706 S 36,004,418 S 3s,193,3s7 5 31,402,636 5 27,3s9,77o 5 28,322,797 s 26,930,3s6 s 24,388,600 5 19,964,035 S 8,s97,938 s s,977,539 s 2ss,983 S 3,003,12s 5 3,3os,727 s 3,638,821 S 4,00s,478 s 4,8s3,3s1 S 4,409,080 S City Pension Fund for Firefighters and Police Officers in the City of Miami Beach Unfunded Liability o October Octo be r october October October october October October october October October October October october october October October October October october October October October October October October October October October October October S 339,692,403 s 337,369,s92 5 334,093,244 s 329,768,s69 s 324,292,87s s 317,554,931 s 309,434,290 s 299,800,sss s 288,512,610 5 27s,4t7,14t 5 260,3sO,747 5 243,132,939 5 223,s71,08s 5 207,4sG,276 5 178,274,378 $ 1s4,169,800 5 132,281,620 5 113,053,293 5 9r,297,7t8 S 69,3ss,187 s 48,4s1,499 s 30,69s,23s S 23,809,842 S 19,214,309 5 2O,384,49s s 18,236,0s3 S 1s,664,48s 5 72,6t6,994 S 9,034,964 S 4,409,080 S 7, 7, 7, 7, 7, 7, I, 7, 7, 7, 7, 7, L, 7, 7, t, 7, t, t, 7, 7, 7, L, 7, 7, 1., 1, 7, 7, 7, 7, 2018 2019 2020 2027 2022 7023 2024 202s 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 2036 2037 2038 2039 2040 2041 2042 2043 2044 2045 2046 2047 2048 o s)'-..-71 - A. Unfunded Actuarial Accrued Liabilitv Table Vll (Cont'd) Year Ended Amortization of Unfunded Actuarial Accrued Liability Pensionable Payroll 5 54,725,175 S s9,907,014 5 s6,7s9,632 S s6,s4s,113 5 so,74o,s42 S 47.154,030 5 s3,273,73s s 49,041,43s 5 49,144,t79 s s0,393,490 s 49,192,010 September 30, September 30, September 30, September 30, September 30, September 30, September 30, September 30, September 30, September 30, 2018 2077 2076 2015 2074 2013 2072 207t 2010 2009 Annual lncrease o o 7.0% 5.5% o.4% 77.4% 7.6% (71.s%l 8.6% (0.2%l (2.s%l 2.4% September 30, 2008 Ten-Year Average Annual lncrease N/A City Pension Fund for Firefighters and Police Officers in the City of Miami Beach o (99',18, B. Covered Pavroll H istorv tololl2077 Prior Assumptions LOlouz0ts Current Assumptions toloLlzotS o a. Retirees and beneficiaries receiving benefits b. Terminated Fund members entitled to but not yet receiving benefits (inlcuding dormant members) c. Active Fund members d. Total ll. Financial Accountins Standards Board Allocation as of October 1 ,2018 A. Statement of Accumulated Fund Benefits 1. Actuarial present value of accumulated vested Fund benefits a. Participants currently receiving benefits b. Other participants c. Total 2. Actuarial present value of accumulated non-vested Fund benefits 3. Total actuarial present value of accumulated fund benefits 21, s03 27 493 21, 493 157 763 763 1,281 s 955,049,06r. s 171,,660,710 1,277 986,691,023 S 116,797 ,3t9 1,,277 991, ,87 6 ,043 u7,86a,892 o Statement oloange in Accumulated Fund Benefits 1. Actuarial present value of accumulated fund benefits as of October 1, 2017 2. lncrease / (decrease) during year attributable to: a. Fund amendment b. Change in actuarial assumptions c. Benefits paid including refunds d. Other, including benefits accumulated, increase for interest due to decrease in the discount period e. Net increase 3. Actuarial present value of accumulated fund benefits as of October 1, 2018 1. Assumed rate of return used in determining actuarial present values 2. Change in fund provisions 3. Change in actuarial assumptions and methods s 1.,126,109,77L s 1,162,888,342 S 1,1.69,744,935 5 7,226,378 5 6,918,s7s S 6,962,0s3 s 1,133,936,149 s 1,169,806,917 S 1,176,706,988 s 1,133,936,149 s 0 6,900,071 175,460,8271 111,331,589 42,770,839 1,,1,7 6,706,988 7.750/0 None. See Table X, ltem O. s S o City Pension Fund for Firefighters and Police Officers in the City of Miami Beach - 19, Accounting Disclosure Exhibit l. Number of Fund N.lembers Table Vlll C. Sisnificant Matters Affectine Calculations o r+ Yiir i- ij co- x 3n{: =F.:Jo s-r-{i io9m5 r 3: o. l,i ol o oo o a o_ cd oi o. o! oo d+ L1+. d+ o.n d r-'oi .,i d oo_ o_ \ 00. oo' d -oo hoJ EP.!p q o) i! o ocl co'6 : \i'1 o S p Rp\o- .1 + o o ! E o z ) F ,9 z a ,9 ; ci o €) E E ui z =E ,9 o,; z Li ('rdOn(oO n': oi F.- d ..i F-r^:i(oc) !o\t<lF-oro iF.oo<to ddoiid @<ldr(omo (o<t!t<too ^i j o 6_ j F o o oj (o- o o .D_o oo q.1 j d+ @. o. j dF:(o.q o- !o. o. oi.i +- u1 ot sl .9 o -o i;E>-o -=^ d ';.= >- - o !:E d.: v E e OO!rorarce:.ZnAg # .YY6Cc; .E J.9.9_Ooo:dr=='= 59Ei3 i.:6 o l a 12 '- o. Y !, ;; E c 9 c -acc:E.e.9EtF gee P€>.E: :iiii r ce r33:3:5:;; orF-o+o<@r^ .n+<ti.n01..i i didd00 0r rn1o. 0o. ^1 ol N Or l.- d<o:ddro co o\ F- .{01 0i !n!n@ <Lncaor<t6ai(o!r!d(h i F- N\DiO<F.6.O<t<ll^mori<fF.Not d^idiioid.n.\@<l(oF.!n9(odorrn F-NO1 <l aO3CO- .{F.Ortr^Oon d@@o.q \ co. (o- .nF-@a-ioN @<t(oco- q 4*1 @-<tN\ta@ d !.l OOTOF.rO@(o.n<lordu1 o. 14.1 \@rn co(o(ooi ..Jo@o- q. s. q.D.(o@ .nno.noQoti <l ou1 ol o- o.moo rn Lllroo @ o(o \o+ .ri r-' r'iiF I e -o q,E qJ .9L13BiE tt^r = n3E iEEb E.!:-g.oo,E J-:; = 9p 6 == Ii E!:: E EF;TEE !6>r!=i-':-:z -ar- .Z < ;!!lrlr(Ja!ctrL; ;'oc!.0J9.9.7o-clUOEta66Yu-u E:a F E b €g SE E F:=o-o' ii '=.(roilUv==E SiEETEgEE S .6 F u= >i < Eq.oo =a EJ F o o o o o o o o o = E J _9 .9o ., NE o) Fl! :E }EE 9Yo, n IE:^ ;x*.: s<E i 6o h; .eEE To'o E' eO6 s6i .! b[€ q r! (,;-o -ooe =z I = .. t )V "o F -' 6 -= O ooJ ;Ed.i -c =E b B >0; 6 =;9 e 9€ ;i oo,Q-cc!!og = .!E@ oqx { o L'ct,i-o; € 6E-sE n H ;v:,9 'i EI r : E uE -' 9P o ? .i!x E H 6 Zg =E i'l o. -.:Fo >9;al*E Ei6E ! E ! -i lJcx; t E :€ ",6 YXo-E=-Lr=F tr .ll qt 6iP: + 3€E9E e E€;P3 3 3EE=::;od<Efo,,; i i = s! o b E E,!o 6 e !, OEJ> F,!1 coJ 6 o 64ol oE -!-r=l ! QJ! o qE: =l -. l::rocoiltE=#Es*St9t o o > d , c : aol cto-ro,X-9l .9 ;E t g Y .o 6 EI EiP: U 3PE!l J! o - ; a, - o Zl> ) 6 o- o- F if .r (9 I<!:r..w-os-mor;o\+s-"R-i Nl .t 9t <t(Dl ,^t EI -t;l rI il.t *l -tzl = Table Vlll (cont'd) O Fisca I Year Ended 9/30 Actuarially Determined Contribution Actua I Cont ribution Contribution Deficiency (Excess) Actual Contribution asa%of Covered Payroll Covered Payrolll o 2009 2010 20L7 2072 2013 5 20,1s9,99s 23,403,818 32,8tt,570 36,297,459 39,492,050 s 20,159,995 5 23,403,878 32,877,570 36,297,459 39,492,050 0 s s0,393,490 0 49,744,779 0 49,041,43s 0 53,273,735 o 47,164,030 50,740,542 56,545,113 56,759,632 59,907,767 64,726,71s 35,960,326 33,149,388 34,970,647 35,367,866 37,639,937 0 0 0 0 0 40.o7% 47.62% 66.97% 68.73% 83.73% 7037% s8.62% 6L.67% 59.O4% 58.70% 59.57%2otg2 39,747,149 39,747,149 o 66,717,877 ' Reported payroll used to determine contribution as provided under GASB Statement No.82 2 Prolected - actual amounts will be available after fiscal year end o City Pension Fund for Firefighters and Police Officers in the City of Miami Beachs,'-27- Accounting Disclosu re Exh ibit lV. Schedule of Emplover Contributions (GASB No. 67) 2074 20t5 20t6 20t7 2018 35,960,326 33,149,388 34,970,641 35,367,866 37,639,937 Table Vlll (Cont'd) oV. Notes to Schedule of Contributions (GASB No. 67) Valuation Date: Actuarially determined contributions are calculated as of October 1st - two years prior the fiscal year end in which contributions are reported. Methods and Assumptions Used to Determine Contribution Rates: Actuarial Cost Method Entry Age Normal Amortization Method Level Percentage, Closed Amortization Period 30 years Asset Valuation Method S-year smoothed market lnflation 3.O% Payroll Growth 2.5% Salary lncreases 2.880/. - l0.7'/o lnvestment Rate of Return 7.80% Retirement Age Experience-based table of rates that are specific to the type of eligibility condition Mortality For healthy participants during employment, RP-2000 Combined Healthy Participant Mortality Tables, separate rates for males and females, with 90% Blue Collar Adjustment / 70% White Collar Adjustment and fully generational mortality improvements projected to each future decrement date with Scale BB. For healthy participants post employment, RP-2000 Annuitant Mortality Tables, separate rates for males and females, with 90% Blue Collar Adjustment / 10% White Collar Adjustment and fully generational mortality improvements projected to each future decrement date with Scale BB. For disabled male participants, 50% RP-2OOO Disabled Male Mortality Table setback four yeaa / 40% RP-2000 Annuitant Male Mortality Table with White Collar Adjustment with no setback- without pro.iected mortality improvements. For disabled female participants, 60% RP-2000 Disabled Female Mortality Table set forward two years / Aoyo RP-2OOO Annuitant Female Mortality Table with white collar Adjustment with no setback, without projected mortality improvements. Cost-of-Livinglncreases 7.5o/.,2.0%ot 2.5o/o Other lnformation: Benefit Changes ln 2015, a Tier 4 was added for Fire Depanemeot members hired on or after June 8, 2016 and Police Department members hired on or after July 20, 2016. Tier 4 members Final Average Monthly Earnings (FAME) is average of the 5 highest paid years prior to date of retirement taking into consideration the overtime limit, the Normal Retirement eligibility is earlier of attainment of age 52 with 5 years of creditable service or Rule of 70 but must be at least attained age 48. Members currently participating in the DROP were permitted to extend DROP participation but no COLA will be paid during the extended years of participation. Members who elect the DROP in the future can participate for up to 96 months - no COLA will be provided for the first through fourth year of DROP participation for these members. ln 2013, participants were categorized into different Tiers: Tier 1 - members hired prior to July 14, 2010, Tier 2 - members hired on or after luly 1.4, 2010 but prior to September 30, 201.3 and Tier 3 - members hired on or after September 30, 2013. Final average monthly earnings (FAME) were updated to the greater of the average of the 2 highest paid years prior to date of retirement or the 2 last paid years after taking into consideration the ovenime limit (Tier l and eligible to retire prior to September 30, 2015), the greater of the average of the 3 highest paid years prior to date of retirement or the 3 last paid years after taking into consideration the overtime limit (Tier 1 and eli8ible to retire on or after September 30, 2015), the greater of the average of the 3 highest paid years prior to date of retirement or the 3 last paid years after taking into consideration the overtime liml^ (Tier 2) and the greater of the average of the 5 highest paid years prior to date of retirement or the 5 last paid years aft! taking into consideration the overtime limit (Tier 3). City Pension Fund for Firefighters and Police Officers in the City of Miami Beach€,' '-22- Accounting Disclosure Exhibit o o o Table Vlll (Cont'd ) Accountins Disclosure Exhibit Other lnformation: Benefit Changes (cont'd) Additionally in 2013, normal retirement eligibility was updated to the earlier of attainment of age 50 or Rule of 70 (Tier 1 and eligible to retire prior to September 30, 2013), the earlier of attainment of age 50 or Rule of 70 and attainment of age 47 (Tier 1 and eligible to retire on or after September 30, 2013) and the earlier of attainment of age 50 or Rule of 70 and attainment of age 48 (Tier 2 and 3). Benefits were updated to not €xceed 85% of FAME (if eligible to retire on or after September 30, 2013) unless exceeded 85% as of September 30, 2013 (Tier 1 and eligible to retire on or after September 30, 201.3 but prior to September 30, 2015). Pensionable salary was updated to exclude overtime pay in excess of 300 hours per calendar year, withdrawal benefit eligibility was updated to any age prior to 50 with at least 5 years of service for members who terminate employment on or after September 30, 2013, member contributions were updated to 10.0% of salary per year for members hired prior to September 30, 2013 and 10.5% of salary per year for members hired on or after September 30, 2013, members will no longer be able to purchase an additional multiplier or pre-employment public safety service as a police officer or firefighter and overtime for police officer's was limited in each year to an amount that is equal to 11% of highest annualized pay rate for the same salary rank that the member is in at the time of retirement. ln 2010, for members who enter the DROP on or after September 1, 2012, the DROP period was updated to a maximum of 60 months and a 2.5% COLA will be paid annually on the anniversary date of the member's retirement. Pensionable pay was updated to include off-duty pay, overtime for police officers was limited in each year to an amount that is equal to 70% of the difference between the member's annualized pay rate at retirement and the highest annualized pay rate for the next higher salary rank, overtime for firefighters was limited in each year to an amount that is equal to 11% of highest annualized pay rate for the same salary rank that the member is in at the time of retirement and members wlth ten or more years of service were allowed to purchase up to four years of pre- employment military service, up to two years pre-employment public safety service, or either 3% or 6% additional benefit multiplier. ln 2010, for new hires on or after July 14, 2010, the pension multiplier was updated to 3% for each year of service up to 20 years and 4% for each year of service thereafter (subject to a maximum of 90%), the Rule of 70 retirement was updated to state that members must attain age 48 to be eligible, final average salary was updated to the three highest paid years of last three years prior to retirement and the cost of living ad.iustment was updated to 1.5% annually. Assumption Changes ln 2017, investment return was decreased lrom 7.85%to 7.8O%. ln 2016, investment return was decreased from 7.90y.1o 7.85% and the mortality assumption was updated to the assumption used in the Florida Retirement System July 1, 2016 Actuarial Valuation. ln 2015, investment return was decreased hom 7 .95% lo 7 .90%, withdrawal and retirement rates were updated, disability incidence was updated to 65% service incurred / 35% non-service incurred and the load for compensation and projected pensionable payroll was replaced with actual pensionable pay - these changes do not affect the contribution until the fiscal year ending September 30, 20].7. ln 2014, investment return was decreased from 8.0O%1o7.95% and payroll growth assumption was limited to l0yearaverage. ln2013,theasset valuation method was updated to phase in the deviation between the expected and actual return on assets at the rate of 20% per year and the load for projected pensionable payroll was decreased to 16%. ln 2012, investment return was updated to 8.0%, expected salary increases for final years 2013 and 2014 were reduced by 2.17% and increased by 3.00% respectively, contingency compensation load for overtime and other pays was decreased to 16% and contingency pre-employment service load was decreased 1o0.275%. ln 201.1, investment return was updated to 8.1%, mortality tables for healthy pre and post retirement participants were projected 15 and 7 years from the valuation date and the contingency compensation load for overtime and other pays was increased to 18%. ln 2010, investment return was updated to 8.2% and the freeze on the cost of living increase component of the salary scale was extended to March 31, 2012. City Pension Fund for Firefighters and Police Officers in the City of Miami Beachs9' Table Vlll (cont'd) Other lnformation: Assu mption Changes (cont'd) ln 2009, investment return was updated to 8.3%, mortality rates were changed to the RP-2000 Combined Mortality Table with a blue collar adjustment for healthy lives and the RP-2000 Disabled Mortality table for disabled participants, a 20% load was added to the projected base payroll, retirement and withdrawal rates were updated to reflect the results of the October 1, 2003 through October 1, 2008 experience study, salary increase rates were updated to 3.83% for plan year 2009 and5.0%forall subsequent plan years and the load for overtime and other pays was updated lo 75yo. ln 2008, investment return was updated to 8.5%, the salary scale was reduced by 50 basis points, loadings for contingencies were increased by 100 basis points and the retirement assumption was updated to reflect an increase in the level of retirements starting at ase 45. Discount rates ol 7 .80% and 7.75y. werc used to measure the September 30, 2018 TPL and the September 30, 2019 TPL, respectively. These discount rates were based on the expected rate of return on Fund investments of 7.80% and 7.75%, respectively. The projection of cash flows used to determine this discount rate assumed member contributions will be made at the current member contribution rate and employer contributions will be made at rates equal to the difference between actuarially determined current contribution rates and the member contribution rate. Based on these assumptions, the Fund's fiduciary net position was pro.iected to be available to make all projected future expected benefit payments to current Fund members. Therefore, the long-term expected rate of return on Fund investments was applied to all periods of projected benefit payments to determine the TPL Accou nting Disclosure Exhibit Vll. Sensitivitv of the NPL to the Discount Rate Assum ot ton GASB No. 67 Measurement date: September 30, 2018 o o l.% Decrease Current Discount Rate 1% lncrease Discount Rate NPL Fund Fiduciary Net Position as a Percentage of TPL *r Oiscount Rate NPL Fund Fiduciary Net Position as a Percentage of TPL ** 66.s6%15.270/.84.73% Measurement date: September 30,2019 * 6.80% 5 464,488,471 1% Decrease 7 80% s 304,66s,07s 8.80% 5174,41.4,49O Current Discount Rate 8.75% s 180,832,159 84.22% City Pension Fund for Firefighters and Police Officers in the City of Miami Beach 6.75% s 48s,0s9,808 1.75% 5 317,474,700 66.55%7 5.25% o s9' vl. Discount Rate (GASB No.67) 1% lncrease * Projected - actual amounts will be available after fiscal year end** lnformation requested by Board - not required under GASB No.67 o Table lX The Fund was created under Chapter 23474, Laws of Florida, Special Act of 1945, as amended by Ordinance No. 2016-4035 adopted September 27 ,2076. B. Eligibility Requirements: Any full-time employee of the City who is certified as a Firefighter or Police Officer as a condition of employment. Tier 1 - Tier 2 - Tier 3 - Members hired prior to July 14, 2010 Members hired on or after July 74,2OlO but prior to September 30, 2013 Members hired on or after September 30, 2013 but prior to June 8, 2016 for the Fire Department and July 20,2016 for the Police Department Members hired on or after lune 8, 2015 for the Fire Department and July 20,2076 for the Police Department City Pension Fund for Firefighters and Police Officers in the City of Miami Beach Tier 4 - o Credited Se rvice All periods of employment as an Employee for which contributions have been made to the Fund together with all service in the uniformed services of the United States required to be included. E. Pre-Employment Service: Effective September 30,2013 members with at least 5 years of service but not more than 10 years may contribute an additional amount of 10.0% for those hired prior to September 30, 2013 and 10.5% for those hired on or after September 30, 2013 to receive credit for pre-employment military service. A member may purchase up to 2 total years of additional pension service at the accrual rcte ol 3% per year for time spent on active pre-employment military duty. The total of all combinations of pre-employment benefit purchased cannot exceed a !2Yo increase in accrual. Pre-employment military service must be purchased within 36 months for Police Officers and 24 months for Firefighters following the date the member completes 5 years of creditable pension service under the pension fund. o Effective September 30, 2013, members will no longer be able to purchase an increase in benefit multiplier or pre-employment public safety service credit as a Police Officer or Firefighter. Outline of Principal Provisions of the Pension Fund A. Releva nt Provisions: C. Membership Tie rs: Table lX (Cont'd) Salary is defined as base pay, longevity pay, overtime, shift differential and extra compensation allowance such as uniform allowance and any pays which are negotiated as pensionable. Effective July 14, 2010, off-duty pay is pensionable for any member who is eligible for overtime and receives off-duty compensation through the City. Effective September 30,2073, pensionable overtime is limited to 300 hours per calendar year. 1. Overtime and Off-Duty pay included in pension computation for Police Officers: Pensionable overtime pay not exceeding 300 hours per calendar year and off duty is limited in each year to an amount that is equal to 1l% of highest annualized pay rate for the same salary rank that the member is in at time of retirement. o o The 11% limitation shall not apply to any member who holds the rank of sergeant or lieutenant on September 30, 2013, or any Police Officer promoted to the rank of sergeant prior to the date the 2013 Certified Police Sergeant Promotional Register expired in 2015. For these members, the inclusion of overtime and / or off duty in the member's salary shall be limited in each year to an amount which is equal to 70% of the difference between the member's annualized pay rate at retirement and the highest annualized pay rate for the next higher sa lary rank. For any members who self-demote they will become subject to the eleven percent (11%) limitation on overtime and off-duty compensation. 2. Overtime and Off-Duty pay included in pension computation for Firefighters: Pensionable overtime pay not exceeding 300 hours per calendar year and off duty is limited in each year to an amount that is equal to l1% of highest annualized pay rate for the same salary rank that the member is in at time of retirement. Tier 1 and eligible to retire prior to September 30, 2015 - the greater of the average of the 2 highest paid years or the 2 last paid years prior to date of retirement after taking into consideration the overtime limit. Tier 1 and eligible to retire on or after September 30, 2015 - the greater of the average of the 3 highest paid years or the 3 last paid years prior to date of retirement after taking into consideration the overtime limit. Tier 2 - the greater of the average of the 3 highest paid years or the 3 last paid years prior to date of retirement after taking into consideration the overtime Iimit.o City Pension Fund for Firefighters and Police Officers in the City of Miami Beach€9' '-26- Outline of Principal Provisions of the Pension Fund F. Pensiona ble Pav: G. FinalAverase Monthlv Earnings (FAME): o o Table lX (Cont'd) Tier 3 - the greater of the average of the 5 highest paid years or the 5 last paid years prior to date of retirement after taking into consideration the overtime limit. Tier 4 - the average of the 5 highest paid years prior to date of retirement taking into consideration the overtime limit. H. Normal Retirement: 1. Eligibility: Tier 1 and eligible to retire prior to September 30, 2013 - the earlier of attainment of age 50 or Rule of 70 Tier 1 and eligible to retire on or after September 30, 2013 - the earlier of attainment of age 50 or Rule of 70 (must attain age 47) Tier 2 and Tier 3 - the earlier of attalnment of age 50 with 5 years of creditables service or Rule of 70 (must attain age 48) Tier 4 - the earlier of attainment of age 52 with 5 years of creditables service or Rule of 70 (must atta in age 48) 2. Benefit: Tier 1 and eligible to retire prior to September 30, 2013: 3% x FAME x Credited Service up to 15 years plus 4% x Credited Service after 15 years Benefit shall not exceed 90% of FAME. Tier 1 and eligible to retire on or after September 30, 2013 but prior to September 30, 2015: 3% x FAME x Credited Service up to 20 years plus 4% x Credited Service after 20 years Benefit shall not exceed 85% of FAME (exception if exceeded 85% as of September 30, 2013). Tier 1 and eligible to retire on or after September 30, 2015, Tier 2, Tier 3 and Tier 4: 3% x FAME x Credited Service up to 20 years plus 4% x Credited Service after 20 years Benefit shall not exceed 85% of FAME. A member's benefit multiplier for credited service earned before october 1, 2013 shall not be reduced. l. DeferredRetirement: 1. Eligibility: Any first day of the month past Normal Retirement Date. 2. Benefit: O Benefit calculated as for Normal Retirement based upon service and pay to Deferred Retirement Date. City Pension Fund for Firefighters and Police Officers in the City of Miami Beach -27 - Outline of Principal Provisions of the Pension Fund Table lX (cont'd) J. Disa bility Retirement 1. Eligibility: Totally and permanently disabled meaning incapacity to perform regular duty as Firefighter or Police Officer (and completion of at least 5 years of Credited Service for non-service incurred disability). 2. Benefit: Accrued benefit (minimum of 85% of current salary at time of disability for service incurred disability). K. Pre-Retirement Death Benefit: 1. Service lncurred Greater of accrued benefit or 85% of members salary payable as a monthly benefit to the spouse until death or remarriage, to a Domestic Partner until death, marriage or entry into another Domestic Partnership, to unmarried children in equal shares until age 18 (until age 22 if a full-time student or until recovery from handicap if handicapped), or to dependent parents in equal shares. 2. Non-Service lncurred: For members with at least 5 years of service, accrued benefit is payable for the first 12 months after death and 75% of the accrued benefit is payable thereafter (with a minimum benefit of 25% of average monthly salary); Benefits are payable to the spouse until death or remarriage, to a Domestic Partner until death, marriage or entry into another Domestic Partnership, to unmarried children in equal shares until age 18 (until age 22 if a full-time student or until recovery from handicap or until marriage if handicapped), or to dependent parents in equal shares. However, if the member has been married for less than 10 years, benefits are payable to the spouse only for the life expectancy of the deceased member at time of death. L. Vested Benefit: 1. Eligibility: Any age prior to 50 with at least 5 years of service for members who terminate employment on or after September 30, 2013. 2. Benefit: Return of employee contributions or accrued benefit upon attainment of age 50. lf a member terminates employment with less than 10 years of service and passes away prior to the normal retirement date, the return of employee contributions is the only benefit. o o o City Pension Fund for Firefighters and Police Officers in the City of Miami Beach(s9'-28- Outline of Principal Provisions of the Pension Fund o Table lX (Cont'd) Outline of Principal Provisions of the Pen5lop Fund 10.0% of pensionable wages (on a pre-tax basis) for members hired prior to September 30, 2013 and 1,0.5% ol pensionable wages (on a pre-tax basis) for members hired on or after September 30, 2013; lf contributions are refunded to the member or to his or her beneficiaries, then interest is credited at the rate of 3%o per a nnum. N. Payment of Retirement Benefit Benefit is payable to the member for his or her life. Upon death of member, except those retiring prior to November 5,2003, the standard benefit is a 75% )oinl and survivor annuity with a specified beneficiary as provided under the plan. The specified beneficiary will receive a survivor annuity equal to 100% of the total benefit for one year following the death of the member and thereafter 75% of lhe tota I benefit until death or remarriage. However, upon death, if the member has been married or in a domestic partnership for less than 10 years, the survivor annuity is payable only for the life expectancy of the deceased member at time of d eath. ln lieu of the standard benefit, the members may elect the actuarial equivalent of the 10 year certain and life annuity, with a designated beneficiary, any of the following optional forms of payment: 75% joint and contingent survivor annuity with a designated beneficiary 66 %% loinl and contingent survivor annulty with a designated beneficiary 50%.ioint and contingent survivor annuity with a designated beneficiary 25% joinl and contingent survivor annuity with a designated beneficiary 10 year certain and life annuity with a designated beneficiary Life of member on ly Members who retired prior to November 5, 2003 were subject to different normal and optional forms of payment. Police Officers and Firefighters are eligible to participate in a Deferred Retirement Option Program (DROP) upon meeting eligibility for a normal service retirement. o O City Pension Fund for Firefighters and Police Officers in the City of Miami Beach -29- M. Emplovee Contributions: O. Deferred Retirement Option Proqram (DROP): Operations of the DROP: 1. Member contributions to the Pension Plan will cease upon entering the DROP. 2. The member's monthly retirement benefit, based on final average earnings and service, will be calculated as of the date prior to them entering the DROP. 3. The member will cease to accrue additional pension benefits (with the exception of the COLA under the pension plan). 4. The member will no longer be eligible for Disability or Pre-Retirement Service Connected Death benefits from the Pension Plan. 5. The member's monthly pension will be deposited into the selected investment vehicles. (9,' Table lX (cont'd) Members who enter the DROP on or after June 8, 2016 for Fire Department members and July 20, 2076 for Police Department members may participate in DROP for a period not to exceed ninety-six (96) months. Notwithstanding the above, participation may not continue beyond the date when the member's combined years of creditable service and time in the DROP equals 456 months for members who enter the DROP on or after September 7,2072. Members who enter the DROP on or before September 30, 2015 may extend their DROP participation period by 12 months for a total maximum DROP participation period not to exceed seventy-two (72) months. Members who enter the DROP on or after October 1, 2015 but prior to June 8, 2016 for Fire Department members and July 20, 2016 for Police Department members may extend their DROP participation period by up to 36 months for a total maximum DROP participation period not to exceed n inety-six (96) months. The member will not have access or be able to borrow against any of the funds accumulated in their DROP account. The member may sever employment with the City at any time during the DROP period. Such separation willterminate their participation in the DROP. No payment will be made from the DROP account until the member severs employment with the City. Following severance of employment, the funds in the DROP will be paid under the DROP Account Poyment Options the member selected. The member will also start receiving their monthly pension which was previously being deposited in the DROP. A 2.5% COIA (1.5% per year for participants hired on or after July 14, 2010) is paid annually on the anniversary date of the member's retirement. Members hired before June 8, 2016 for Fire Department members and July 20,lOLG for Police Department members who elect to extend or enter the DROP and participate for more than 5 years will have no COLA ad.iustment applied for years six (6), seven (7), and eight (8) while participating in the DROP. Members hired on or after June 8, 2016 for Fire Department members and July 20,2016 for Police Department members will receive a zero percent (0%) COLA for the first (1st), second (2nd), third (3rd) and fourth (4th) annual adjustment dates while participating in the DROP. City Pension Fund for Firefighters and Police Officers in the City of Miami Beach o o o €,'-''-30- Outline of Principal Provisions of the Pension Fund o Table lX (cont'd) Outline of Princi al Provisions of the Pension Fund Effective October 1, 2010, after 1 year of retirement, benefits are increased by 2.5o/o per year (7.5% per year for participants hired on or after July 14, 2010), compounded annually, on the anniversary date of each member's retirement. Members whose grandfathered Base Plan benefit is greater than the benefit otherwise provided by this plan will receive the applicable cost-of-living adjustment on that basis (2o/o a year beginning the October three years after retirement) until such time as the benefit from this plan wilh 25% cost-of-living exceeds that comparable grandfathered Base Plan benefit. For members retired prior to October 1, 2010, benefit increases occur on the first of October each year. N one. o o City Pension Fund for Firefighters and Police Officers in the City of Miami Beachs,' P. Cost-of- LivinR Adiustment: Q. Changes Since Previous Actuarial Valuation Table X A. Mortalitv For healthy participants during employment, RP-2000 Combined Healthy Participant Mortality Tables, separate rates for males and females, with 90% Blue Collar Adjustment / 10% White Collar Adjustment and fully generational mortality improvements projected to each future decrement date with Scale BB. For healthy participants post employment, RP-2000 Annuitant Mortality Tables, separate rates for males and females, with 90% Blue Collar Adjustment / 10% White Collar Adjustment and fully generational mortality improvements projected to each future decrement date with Scale BB. For disabled male participants, 60% RP-2000 Disabled Male Mortality Table setback four years / 40% RP-2000 Annuitant Male Mortality Table with White Collar Adjustment with no setback, without projected mortality improvements. For disabled female participants,60% RP-2000 Disabled Female Mortality Table set forward two years / 4O% RP-2000 Annuitant Female Mortality Table with White Collar Adjustment with no setback, without projected mortality improvements. o oSample Ages (2018)Male Female Male Female Pre-retirement Futu re Life Expectancy (Years) Post-retirement Future Life Expectancy (Years) 45 50 55 60 62 40.77 34.96 29.84 24.96 2 3.09 42.92 37.73 32.60 21.56 25.59 38.72 33.97 29.33 24.76 22.97 42.72 37.54 32.40 27.47 25.49 Sample Ages (2038)Female Male Fema le Pre-retirement Futu re Life Expectancy (Years) Post-retirement Future Life Expectancy (Years) 45 50 55 60 62 42.30 37.74 32.06 27.21 25.34 40.88 36.16 37.57 27.O3 25.23 44.62 39.47 34.36 29.36 27.42 44.79 39.63 34.54 29.49 27.51 o City Pension Fund for Firefighters and Police Officers in the City of Miami Beachs9' Actuarial Assumptions and Actuarial Cost Methods Used in the Valuation Male o Table X (cont'd) Actuarial Assumptions and Actuarial Cost Methods Used in the Valuation B. lnvestment Retu rn 7.75o/o, compoonded annually, net of investment expenses includes inflation at3.00%. C. Expenses Prior year's actual administrative expenses. D. Emolovee With drawal Rates Representative values of the assumed annual rates of withdrawal among members in active service are as follows: E. Disabilitv Rates Representative values of the assumed annual rates of disability among members in active service are as follows: 35% of disabilities are assumed to be non-service incurred - 65% service incurred o o City Pension Fund for Firefighters and Police Officers in the City of Miami Beach -33, & 20 25 30 withdrawal Rate 2.OO% 7.75o/o 7.50% Asc Withdrawal Rate 35 40 45 1.2s% 1..OO% o.75% Ace 20 25 30 35 40 Disability Rates 0.o1yo o.77% 0.16% O.22o/o o32% Acc 45 50 55 50 64 Disabitity Rate o.s80/" 0.99% t.42% 2.00% 2.69% Table X (cont'd) Actu aria I AssumDtions an d Actuarial Cost Methods Used in the Valuation F. Sa la rv lncrease Factors Representative values of the assumed annual rates of future salary increase are as follows: ln addition to the average assumed salary increase rates shown above the expected cost of living increases are as follows: The cost of Iiving increases shown above are based on a 3% increase as of July 1, 2018 contained in the collective bargaining agreement and long term expected increases of 2.78% annually each July. * The weighted average increase shown is based on aging of the current active census demographics. G. Pavroll Growth Assumption The aggregate compensation used to compute the accrued liability contribution rate is assumed to increase at a rate of 3S% per year - not greater than historical 1O-year average (2.7% as of October 1, 2018). O o o City Pension Fund for Firefi8hters and Police Officers in the City of Miami Beachs,'34 AE 20 25 30 35 40 3.7% 7.7o/o 6.7% 3.7% 2.7% Merit Salary lncrease Acc 45 50 55 60 64 Merit Salary lncrease 2.7% 2.7% 2.7% t.7% 0.7% 20t9 2O2O and thereafter FYE COLA Salary lncrease 2.79% 2.78% Weighted Average lncrease * 6.72% 5.92% Table X (Cont'd) All members are assumed to retire at age 50 with 25.25 years of service, but not later than age 65. Retirement is assumed to occur in accordance with the following rates: o o Service Rate of Retirement Meeting Rule of 70 Not Meeting Rule of 70 Less than 20 20 2l 22 23 24 25 26 More than 26 20% 25/o 30% 35% 40% 50o/o TOTo 10004 too% 4% 5% 10% to% 20% 60% 60/o ].00o/o too% 80% of all active participants will participate in the DROP Leave DROP Enter DROP on or before September 30, 2015 Enter the DROP on or after October 1, 2015 Prior to 5 years After 5 years After 6 years After 7 years After 8 years o% 5% N/A N/A N/A o% 5/o 5% LO% too% l. DROP Assumption The recent extension of the DROP may alter the retirement experience of the Fund DROP assumptions will need to be monitored in light of future DROP experience. o s9' Actuarial Assumptions and Actuarial Cost Methods Used in the Valuation H. Retirement City Pension Fund for Firefighters and Police Officers in the City of Miami Beach - 35 - Table X (Cont'd) J. Overtime and Off-Duty Pay Limitation No members excluded from the eleven percent (11%) limitation on overtime and off-duty compensation are assumed to self-demote. K. Load ings for ontinsencies Pre-Employment Service: A City contribution of O.275% of annual pensionable payroll is added to provide for the purchase lor buybockl of pre-employment military service and any probationary service by the membership. Transfers into Fund from other City pension systems: A City contribution of O.O25o/o of annual pensionable payroll is added to provide for the transfer of service under another City pension system. L. Marital Assumptions I. 77% of members are assumed married or entitled to benefits for dependents, including registered domestic pa rtners. Male spouses are assumed to be three years older than female spouses2 o o The method used for determining the smoothed value of assets phases in the deviation between the expected and actual return on assets at the rate of 20% per year. The smoothed value of assets will be further adjusted to the extent necessary to fall within the corridor whose lower limit is 80% of the fair market value of fund assets and whose upper limit is 120% of the fair market value of fund assets. Normal Retirement, Termination, Disabilitv, and Death Benefits: E ntrv-Ase-Actuaria I Cost Method. Under this method the normal cost for each active employee is the amount which is calculated to be a level percentage of pay that would be required annually from his age at hire to his assumed retirement age to fund his estimated benefits, assuming the Fund had always been in effect. The normal cost for the Fund is the sum of such amounts for all employees. The actuarial accrued liability as of any valuation date for each active employee or inactive employee who is eligible to receive benefits under the Fund is the excess of the actuarial present value of estimated future benefits over the actuarial present value of current and future normal costs. The unfunded actuarial accrued liability as of any valuation date is the excess of the actuarial accrued liability over the smoothed value of assets of the Fu nd. o City Pension Fund for Firefighters and Police Officers in the City of Miami Beach€9'36 Actuarial Assumptions and Actuarial Cost Methods Used in the Valuation M. Smoothed Asset Valuation Method N. Actuarial Cost Method O Actuarial Assumptions and Actuarial Cost Methods Table X (cont'd) City Pension Fund for Firefighters and Police Officers in the City of Miami Beach - 37 - Used in the Valuation O. Cha nses Since P rev I o us Actuarial Valuation lnvestment Retu rn was 7.80%, compounded annually, net of investment expenses. o o s,' Assumption Change Histo ry A. Effective October 1 2002 The actuarial cost method was changed from frozen initial liability to entry age. The amortization of the unfunded accrued liability was changed from level dollar to percentage of pay, with aggregate payroll assumed to increase at 3.50% per year. Table Xl level o o B. Effective October 1 2005: fhe fresh stort method was applied to the smoothed value of assets to begin a new five-year phase-in of realized and unrealized gains and losses. The retirement rates were increased to reflect retirement experience for participants meeting the age 50 and Rule of 70 eligibility criteria. The loadings for contingencies and pre-employment service were increased from 5.00% lo 7.0Oo/. and from 4.5Oo/o lo 5.50% respectively. C. Effective October 1 2006: The actuarial valuation system used by Buck Consultants was upgraded effective October 1,2006 The gain resulting from this upgrade was amortized over 30 years. D. Effective October 1 2008: The interest rate used to calculate all liabilities was reduced to 8.40% from 8.50%. The salary scale used to project future pay increases was reduced by 50 basis points at each age to reflect the current and projected economic climate. The loadings for contingencies were increased by 100 basis points (50 basis points for salary rates and 50 basis points for buybacks). The retirement assumption was updated to reflect an increase in the level of retirements starting at age 45. E. Effective October 1, 2009: The interest rate used to calculate all liabilities was reduced from 8.4Oo/o to 8.3Oo/o. The mortality rates were changed from the 1983 Group Annuity Mortality Table to the RP-2000 Combined Mortality Table with a blue collar adjustment for healthy lives and the RP-2000 Disabled Mortality Table for disabled participants. A load of 20% was added to the projected base payroll to estimate the pro.lected pensionable payroll used to determine the expected member contributions. City Pension Fund for Firefighters and Police Officers in the City of Miami Eeach o s,'-38 - o Table Xl (cont'd) Assumption Change Historv E. Effective October 1, 2009 (cont'd): An experience study was performed on the fund over the 5 year period October 1, 2003 through October 1, 2008 and the following assumptions were changed to more accurately reflect fund experience: . Retirement Rates: The retirement assumption was changed to reflect the results of the experience study. . Withdrawal Rates: The withdrawal assumption was changed to reflect the results of the experience study. . Salary lncrease Rates: The salary increase assumption was changed to an average increase of 3.83o/o for fund year 2009 to reflect the freeze on COLA for the fund year and to an average increase of 5.00% for all subsequent fund years. . Load for Overtime and Other Pays: The load for overtime and other pays was changed from 7.5O%to 16.00% to reflect the results of the experience study. F. Effective October 1 2010 The interest rate used to calculate all liabilities was reduced from 8.30%to 8.2O% The freeze on the cost of living increase component of the saiary scale was extended to March 37,2072. The interest rate used to calculate all liabilities was reduced from 8.2O% to 8.7Oo/o. The mortality tables for healthy pre and post retirement participants was projected 15 and 7 years respectively from the valuation date to reflect mortality improvements. The contingency compensation load for overtime and other pays was increased from 76% to 78% to account for the expected increase in pensionable pay due to the inclusion of off duty pay in the computation of pensionable pay. The interest rate used to calculate all liabilities was reduced f rom 8.lO%to 8.OO%. The expected salary increases for FYE 7074 and 2015 were reduced by 2.77% to reflect a freeze in the cost of living increases and increased by 3.00% to reflect a 3.0Q% cost of living increase in FYE 2016. o o City Pension Fund for Firefighters and Police Officers in the City of Miami Beach - 39 -(s,' ' G. Effective October 1, 2011: H. Effective October 1. 2012: Table Xl (Cont'd) Assumption Change H istorv oH. Effective October 1, 2012 (cont'd): The contingency compensation load for overtime and other pays was decreased from 78% to 16% to account for the expected decrease in pensionable pay due to the cap on overtime hours in the computation of pensiona ble pay. The contingency pre-employment service load was decreased from 6.000% lo 0.2750/. to account for the elimination of certain buybacks. The expected salary increases were adjusted to account for the extension of ranges for Firefighter l, Police Officer, Sergeant of Police and Police Lieutenant effective April 1, 2015. l. Effective Octobe 0 13:r 7,2 The asset valuation method was updated to phase in the deviation between the expected and actual return on assets at the rate of 20% per year - further adjusted to the extent necessary to fall within the corridor whose lower limit is 80% of the fair market value of fund assets and whose upper limit is 120% of the fair market value of fund assets. The load for projected pensionable payroll was decreased from 20% lo 76% lo account for the expected decrease in pensionable pay due to the cap on overtime hours in the computation of pensionable pay.oJ. Effective October 1 2074: The interest rate used to calculate all liabilities was reduced lrom 8.OO% lo 1.95%. Payroll growth assumption is limited to 1O-year average. K. Effective October 1 2075. The interest rate used to calculate all liabilities was decreased f rom 7.95o/o to 7.9Oo/o. An experience study was performed on the fund over the 5 year period October 1, 2009 through September 30,2014 and the following assumptions were changed to more accurately reflect fund experience: . Withdrawal Rates: The withdrawal assu mption was updated to reflect the resu lts of the experience study. o Disability lncidence: The disability incidence assumption was changed to 65% service incurred / 35% non- service incurred. . The load for compensation and projected pensionable payroll was replaced with actual pensionable pay. . Retirement Rates: The retirement assumption was updated to reflect the results of the experience study. o City Pension Fund for Firefighters and Police Officers in the City of Miami Beachs,'40 Table Xl (Cont'd) o Assumption Change H istorv K. Effective October 1, 2015 (cont'd): Updated DROP assumptions to reflect updated DROP provisions. A City contribution of 0.025% of annual pensionable payroll is added to provide for the transfer of service under another City pension system. The salary increase assumptions were updated to better reflect anticipated merit and COLA increases. L. Effective October 1 2076 The interest rate used to calculate all liabilities was reduced from 7.9O%lo 7.85%. The mortality assumption was updated to use the mortality assumption used by the Florida Retirement System (FRS) as required under F.S., Chapter 2015-157 based upon the July 1, 2016 FRS ActuarialValuation. M. Effective October 1,2017: The interest rate used to calculate all liabilities was reduced from 7 .85% to 1 3O% N. Effective October 1, 2018: Cn" interest rate used to calculate all liabilities was reduced f rom 7 .8O% to 7 .75% o City Pension Fund for Firefighters and Police Officers in the City of Miami Beach(sg'-47- dH.9 d; gD Eo <e ii o !) co,6 o- L x CJ l)l!F N r-l o r 3a(! (!!2 > > F.' P:<l (O t-l 'i(6 .r .r l'- r- od I P.rlo (E01(I) oJ \o.o \.1 -r r- (o@ OJ UD !oJ>9 lPI o.,'60-rQP ts,: H E< - co ,.Y OOO.}J[ooooDE(!.oID0J OJOJO,,Y <<<o- L,) o co oa! o o t- oNl\ -'\ o Nt- :(EliEl ^ R g $ s 3 Ln I t-l i-t i>troli "zlioliml i o,liNtt,l i .{l IJJU d.L! <tl L',tool(.Nl& IJJ OarLu IilF ,l <f =.no-.'rl o bI o.:It ql .z co oN OJ o o o o (9 qJ .9 OJ t! |9 qJ (,) t! ll a!m 09 ''1 rn Fio Ol LN rn!p+srFr +l.l - = I sr.{.{ rnr.rorstor$or=for+E)L.!(nmslsflJ)Ln\oA<0.t,F!!nO,.'O,1Or-oOoaO:L a!(Y)m<f sl Ln Lal (o l,l1 FJ\o olo o bI Eq, .Eo o 0 O= U,E -oo (!: .qo .E i! o !c c ,a c : a! lE lo !'r OJ OJ r..,1 >q>'>-d61l.^mcoiRoq : cD@ F. oNN\rn5 o o uo EFf. roor9?:9L:,]E<=dP o o 0JyooDooocfo!oFroJ oJoJdri>>>or<<<o- (D LNO o@ ,-' : U ==x-e(ucEoe= ^,.n<toloo<l@'- <l (O t'/. rn F\ Fr rEl 6lFI dll 6l ".1ol.nl RI KI lrJU ffs i.-.\ o"a! E Lr.l oor F'u1 .n oU o .{ lJ') Fr fo (, o, T' C) .Eo l) .9 lt .9o (oPSr.-o oNi9'.' cll a.J o mlra Ln Rll e\s ElEau=o lor co rn.ilm N _. ol .^;l ?l ii or <r cD sr crr <r o) + I J Elgl t ; . ; . ; . ; ; ; 5{l }1 5 N m m $ <r .n Ln \o B F 001 ol ^rlJ:l orlnl l^t €l slot tst =l Olilsl 3l El?l olYl .>lol tlgl <l'-t ol 'rlElcl.!l :l ^ s H g o, u).n L oo .s0 q ii o _o 3 ,9 c =p@a3ol!lJ 01El " 3 H E 3 s R m (n Fi 0l odo O)N N [ 3 c.r(D oa! -O q, (o;<> > -' <fR36= HR* oo N o o f [.o 3 33x> >d 6rN N O) --.i 'J_r q ; co@ F. oN orE o o,) oo 3 g,i^ ",c<o= egfrq<Ico,: O(l)(ueoououoc(,C,r!0J OJOJOJ:>>>oJ<<<o- @ NN "r ! F-r LIJ(-) d a'r o e. IJJ oor F. d .'r o(J iqiel ioi ."r io) iLn i+ ao oN : o) -oo o o t! ol fo (, OJ dl .E c G o I 0)qI 6J .E o f 'i E oa\tcDt\o.-Fa a! <t t'r {o*Lnor-l sl m Fi Fl '' tf,S5=rodiNm.r OJ E !J (I., .u rn.!or$or$orsfo+9J o,,F!,.,ou)o.,.'orJlooAOlL a.l (n (n sf <f, u.l rn \O r'l1 FJ(o '(] OJ .g(o oao OJ a E) l'\ rn (n CDr-.1 sl (n !--{ w Table Xlll o A. E ntitled to Def rred Benefits * Cu rrent Age GrouD Count 92,391.67 100,830 109,33s 103,786 88,431 85,494 19,874 53,525 47,325 42,782 7,602 72,7t9 92,O24 34,37 4 33,864 55,935 10 )428,452 s 42,845 * Excludes 10 dormant members and 1 deferred payments to estate B. ReceivinP Ben efits (includ ine DROPs) Less than 40 40-44 45-49 50-54 55-59 60-64 55 & Over TOTAL 3 3 4 5 o Cu rrent Age Group Less than 50 50-54 5s-59 60-64 65-69 70 -74 75-79 80-84 8s-89 90-94 95-99 100 & Over TOTAL 36 L74 754 130 702 81 58 40 29 77 7 1 3,326,100 77,494,598 76,837,547 73,492,21.6 9,019,987 6,92s,007 4,632,693 2,541,O19 7,798,476 727,294 1,602 12,7r9 S o S 70,214,598 S City Pension Fund for Firefighters and Police Officers in the City of Miami Beachs,' ' 763 Statistics for Participants Entitled to Deferred Benefits and Participants Receiving Benefits Total Annual Benefit 703,722 101,s91 223,739 5 Count Total Annual Benefit Average Annual Benefit Average Annual Benefit S Table XIV A. Active Pa rticipa nts . Active participants previous year . Retired during year . Entered DROP . Died during year . Disabled during year . Terminated du ring year . New active participa nts . Rehired during year . Dormant during the year . Data corrections . Active participants current year B. Pa rticipants Receiving Benefits 1. Participants receiving benefits previous year 2. New retired participants 3. New terminated vested rEceiving benefits 4. New disabled receiving benefits 5. New beneficiaries receiving benefits 6. Former DROPS now receiving benefits 7. Died or ceased payment during year 8. Data corrections 9. Retired or terminated vested receiving benefits current year o 7 2 3 4 5 6 7 6 9 10 11 503 (23) 0 l2l 0 18 1 (4) 0 493 654 0 T 3 6 29 l27l 0 o 666 City Pension Fund for Firefighters and Police Officers in the City of Miami Beach o (s9' + includes 1 new disabled receiving 46 Reco nciliation of Emplovee Data C. DROP Pa rticipants 1. DROP participants previous year 103 2. Died during year 0 3. Became disabled during year 0 4. Employment terminated and retired during year (29) 5. Entered DROP during year 23 6. DROP participants current year 91 D. Terminated Vested Participants Entitled to Future Benefits (includins dormants) 1. Terminated vested entitled previous year 27 2. Died during year 0 3. Commenced receiving benefits during year+ (21 4. Rehired during the year (1) 5. New terminated vested 4 6. Cashed out during year (1) 7. Terminated vested entitled current year 27 Table XV Pro ected Retirement Benefitso o City Pension Fund for Firefighters and Police Officers in the City of Miami Beach - 47 - 2079 2020 2027 2022 2023 2024 2025 2026 2027 2028 S S S s S s S s S S 84,s80,s28 87,867,239 9L,48L,407 9s,o29,246 98,583,966 The above projected payout of Fund benefits during the next ten years is based on assumptions involving all decrements and includes payments going into DROP accounts. Actual payouts may differ from the above estimates depending upon the death, disability, salary and retirement experience of the Fund. However, since the projected payment ls recomputed each valuation date, there is an automatic correction to the extent that actual experience varies from expected experience. o (s9' ' Fiscal Year Ending Projected Annual Pavout 77,634,83s 73,O47,O20 75,530,775 78,383,780 81,304,651 Table XVI Analysis of lnvestment Yield as of October 1, 2018 This Table sets forth the results of an analysis made of investment yields on the assets held under the City Pension Fund for Firefighters and Police Officers in the City of Miami Beach. The basic sources for this analysis were the Statements produced by the Fund Auditors. The basic data was initially checked for internal consistency. Since no difficulties were encountered with the data, yield rates were calculated directly from the transaction information submitted. A summary of the transaction information is set forth on the following page. O o o City Pension Fund for Firefighters and Police Officers in the City of Miami Beach - 48 -€9' '' O= !i; -oc> .q0 q o Eca ,9 c ',- Olrn ,tiN{d + o a\ (n <f a\t r'.1.-{ O sf OO c.,l@cniLna\.ri rri ni d oi\ooomoomo(o(oo rr- Lri d ra oo'O Ol r\ Ln r-rLn+<t<f< s m !--r F.- +rnLn@o(n$- (o- -1 a co- ma\FlCr\c!m(Da{c)o.1 q co- r-- .o- an Ln E{ Ln F-(O <t (n N !'r\O LN LN LN LN r<mF-<fF\mCOfni.rNF-r LO Ln (O Noi r''i r-' Fa ilLNON\O\o- n o: "'l ,4 t t\ to cD !--rO\OFrLnNct)0O@l.-F- olololo)o<tslst<fOLnl'nLnIno ddddF-N ot r.{ c.l c)Fl Fl .'l Fl .'l cI)orcrroror$sr+<f<tLn r,n Ln Ln (ndddddt\a\c!Na! !--l !-.1 ri t--l r-.{ (D OO l-- (O FrOr(OcOOcll+oO..l(OOr-' d i r-' r-'Ot .r CO Ln CO<f.rsl@mF.'Lri+.ioi .{ o --r cn (D oFr.!(o$l.ncrION<f,idi.rioia\ l'\ O) 6 (n "'l .1 \o- .l o-o(oNanoanmma{N @Nr\o)r..@.'loimF.aa(no@F\oi ra d oo' oiFisl!nNm,1 .r co- q 0o- F-LnslmLnmmanmm coNoo)oorcoNNorNa!c!Lnm F-' + ui 6i oo'FOle'rCO@Ln .r CD CD Ln 'riuid++ \o(oma\i-m(ool.^ot ,""1 o: ,4 co- ,Q |.\$mcrl .!FrOm0O<f,F- Ln i\ Or Lndi ra .ri .ri d Or Ln \O r-r +F-ra\o<lm01 1q1aln O) ..l F- I'-oLnFo(o@@o)(oI.- (ool<fmoO l'- <l Ol l.n!--rooslFr c.i oi d F-- ,riO(ONl-.OCOFCOl--Ol orNorooolnoNo.n(OaONF.mdiloi6ir'i-r(oOOF-Cr m !--r a\l !.1tri6idFa+mmmNa{ Lo ao ao Or (OOcONLnco(O l'- <t Or Fr+rri+duiO(\(f)FrOl.1 \o1 "1 .1 NcOsfNcoLn <t <t st .n riF.C)(o+Nm\OFrO)CO c') lO l'- Od+-idsi(O F. 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OJ orq E:,ro E .9=PE:i*o E ., E(! fY <= oJ -:: ),"1 .E .oo co'-(u lE OJ OJ qJ o -nn4,J'l O .j ':5 ao .9o .:6 o c .9 (, .= E oF o qJ l c)E OJ E q) r! .: 5l! i5j2 o q. ,E (!q'=c o)F o o co E U OJ CJt n\na{qq{..rr-rNr-rZ<)OZ 0).: (tt Eissxxssss=aqo'loqa\qul;.nfn(n.nsLnln<fb -o Eo E EsssNsxsNSolqa\o)ernFi'=fn Ln dl a\r r\ oo r- l.Er .('(J oco -ooEI mNliOOlf.'l Fr Fi Fi C) oOOOOOT^c{{{{{qsh;j.jfi.fi.lr-Gr(,ooooooo-(u.o>-E OOOOOmTn=a, uro(,(o(, JJ.J* eo \ n q q noq !a t,o r-c .o o cq,o Eo qq CIr ,4 O) ,a E) c f oG co E OJ c Table XVI (Cont'd) o Schedule of Funding Progress (Dolla r Amounts in Thousands) Actua ria I Valuation Date Smoothed Value of Assets (a) ActuarialAccrued Lia bility (EAN) (AAL) (b) Unfunded AAL (UAAL) (b - a) Funded Ratio (a/b) 70/07/2074 LO/01/20Ls IOlOL/2072 10/ot/2013 2,4 s s4s,068 S 653,233 5 72t,s67 S 7s9,328 S gre,grs 5 ail,qoq s 904,6s3 902,778 955,239 1,009,621 1,050,155 L,729,477 r,794,627 L,237,O51 3 3 3,5 s $ S s s s s s 5 S $ $ s 357,777 292,006 288,054 290,821 372,559 327,217 332,398 60.4% 69.4% 72.3% 72.6%o to/07/2076 toloT/2071 3,5 1o/07/2018 3,4 7O/O712O78 3's s gO+,OSr 5 L244,346 5 339,693 1As shown in the City's Comprehensive Annual Financial Report (CAFR) 'Upd.te in actuarial method applied 3lncludes DROP accounts in assets and liabilities 4 Prior to update in actuarial assumptions 5 After update in actuarial assumptions 72.7% o s9' 77.5% 72.3% 73.7% City Pension Fund for Firefighters and Police Officers in the City of Miami Beach - 51 - 42,427,792 39,747,749 37,639,937 35,367,866 34,970,647 S 33,149,388 S S 35,950,326 S S 39,492,0s0 S 5 36,296,4s9 5 $ 34,s37,068 S Actual City Contributions Made Actual State (Share Pla n) Contributions Made Table XVll Valuation Date to/07/2018 70/0u2017 7o/ot/7016 70/07/201s 10/07/2014 70/o7/2013 70l07/2012 IOlOL/2O1r lOlol/2Ot0 to/ot/2009 to/01/2008 to/0112007 Contribution Fiscal Year End 0e/30/2o2o s 0s130/2o1s s os/3012o78 s oe/3o/2o77 s 0e/3o/2076 s 09/301207s 09/30/2074 09130/2013 09/30/20t2 os/30/2ot7 t20,549 t20,549 o o o S 37,s19,388 S 5 3s,247,317 S S 34,8s0,092 S 33,028,839 35,839,777 39,371,501 36,1.76,970 32,697,O27 N/A N/A r20,s49 s L20,549 s 720,549 s N/A N/A 37,639,937 35,367,866 34,970,641 S 33,149,388 S 3s,960,326 s 39,492,0s0 5 36,297,4s9 5 32,811,570 S 23,403,818 S 20,1s9,99s N/A N/A S S S S 720,549 720,549 720,549 L20,549 t20,549 os/ os/ 3o/2o7o s 30/2OO9 s 5 23,283,269 5 5 20,039,446 S City Pension Fund for Firefighters and Police Officers in the City of Miami Beach - 52 - Minimum Required Employer Contributions Actu a I Employer Contributions Made Emplover Contribution lnformation 23,403,878 20,159,995 o Contribution Fiscal Year 2029 - 2030 2030 - 2031 2031 - 2032 2032 - 2033 2033 - 2034 2034 - 2035 2035 - 2036 2036 - 2037 2037 - 2038 2038 - 2039 5 Year Totals 10 Year Totals 20 Year Totals Projected Annual Pensionable Pavroll 68,5t9,260 71,724,992 74,683,360 77,573,433 80,307,530 82,905,360 85,357,079 87 ,9M,466 90,266,364 92,796,469 95,531,393 98,007,270 99,965,945 fi7,949,275 t04,329,298 49,054,896 s0,28s,913 51,525,608 52,894,803 54,467 ,475 55,906,686 55,983,989 58,559,822 58,187,341 57 ,165,033 54,179,157 50,342,175 57,447,345 51,073,106 49,O79,525 224,7 31,,637 482,960,266 1,026,884,445 Table XVlll Throughout the forecast period, new members are assumed to be hired each year at a rate sufficient to maintain a constant active employee headcount - stationary population. Newly employed members are assumed to have the same average demographic characteristics (age, gender and salary - adjusted each year for inflation) as those of members hired during the past five (5) years. State (Share Plan) contributions are projected to remain S120,549 during the proiection period. Projections are deterministic - assume all actuarial assumptions are realized. Payroll growth is assumed to remain the same as current Vear (2.7%l for all projection years. Administrative expenses included in the normal cost are assumed to grow at 3% per year. Projected Net City Required Contribution Amount Yo ol Pay 2079 - 2020 2020 - 202t 2027 - 2022 2022 - 2023 2023 - 2024 6t.70/o 60.7./" 60.2./" 59.8'/o 59.3./" o 2024 - 2025 2025 - 2026 2026 - 2027 2027 - 2028 202a - 2029 59.2./. 58.9% 58.6./" 58.6./. 58.70/o 58.5./" 58.Lo/. 58.6% 57 .7v. 554% 50.80/" 46.1./" 46.5% 44.80/o 42.10/o 60.3% 59.5% 54.9v. o City Pension Fund for Firefighters and Police Officers in the City of Miami Beach€9'-53- 20-Year Pro iections 106,730,61s 109,209,829 1,71, ,476,798 113,893,514 1,1,6,67 4,950 312,7 48,515 811,989,113 1,869,732,000 42,307,243 43,52t,506 44,925,33s 46,3L7,513 47,659,914 A. Participa nt Data 1. Active pa rticipa nts 2. Retired participants and beneficiaries receiving benefits (including DROPs) 3. Disabled participants receiving benefits 4. Terminated vested participants (including dormants) 5. Annual Pensionable Payroll S 6. Projected Annual Pensionable Payroll S 7. Annual benefits payable to those currently receiving benefits (including DROPs) 5 704 53 2L 63,495,477 65,082,802 67,78t,498 5 70,2t4,s98 S 70,214,s98 to/07/2017 Prior Assumptions Lo/0r/201.8 Table XIX Current Assum ptions 1O/01/2018 o 503 s 867,403,683 s 5 874,437,400 S 493 707 56 2L 66,717,877 s 68,519,260 5 904,653,131 s 924,502,976 s 493 707 56 2L 66,777,877 68,519,260 904,553,131 S S 1. Smoothed Value 2. Market Value 1. Actuarial present value of future expected benefit payments for active members a. Retirement benefits b. Vesting benefits c. Death benefits d. Disability benefits e. Total 2. Actuarial present value of future expected benefit payments for terminated vested members (includ ing dormants) 3. Actuarial present value of future expected benefit payments for members currently receiving benefits a. Service retired (includes DROPS) b. Beneficiaries c. Disability retired d. Total 5 4,564,330 S s,018,918 5 s,060,642 924,502,9 o s 3s9,s87,s87 s 74,795,155 8,039,809 33,544,640 383,474,235 s 15,455,189 8,286,489 34,872,8t3 387,804,953 15,654,097 8,364,567 35,205,878 5 8s9,263,736 S 48,029,296 47,756,029 887,25L,366 48,222,185 57,277,472 S 891,989,271 48,476,762 5t,470,010 s 9ss,049,061 s 986,691,023 s 991,875,043 o City Pension Fund for Firefighters and Police Officers in the City of Miami Beach -54- Actuarial Valuation as of October 1, 2018 State Required Exhibit - All Members B. Value of Assets C. Lia bilities 5 47s,967,79t 5 442,088,726 5 447,029,sO0 Table XIX (Cont'd) o Actuarial Valuation as of October 1 2018 State Required Exhibit - All Members 1.O/01./2077 Prior Assumptions 10/OL/201.8 4. Total actuarial present value of future expected benefit payments 5. Actuarial accrued liabilities 6. L,nfunded actuarial liabilities 1. Actuarial present value of accumulated vested benefits a. Participants currently receiving benefits b. Other participants c. Total 2. Actuarial present value of accumulated non- vested fund benefits 3. Total actuarial present value of accumulated fund benefits s 1,375,580,582 s 5 7,794,620,927 S 5 327 ,2L7 ,244 5 1.,433,798,661 s 1.,237,057,785 s 332,398,054 s t ,443 ,966 ,L8s | ,244 ,345 ,534 339,692,403 s 955,049,061 s L7 7,660,7L0 986,591,023 s 176,797,379 5 7,226,378 S 6,918,s7s S 6,962,0s3 o s 1,133,936,149 s 1,169,806,917 s 1,1.76,706,988 E. Pension Cost 1. Total normal cost (including admin expenses) 2. Payment required to amortize unfunded liability 3. lnterest adjustment 4. Expected service buyback 5. Total required contribution 6. ltem 5 as a percentage of projected pensionable payroll 7. Estimated employee contributions 8. ltem 7 as a percentage of projected pensionable payroll 9. Estimated State contributions 10. ltem 9 as a percentage of pro.iected pensionable payroll 11. Net amount payable by City 12. ltem 1.1 as a percentage of projected pensionable payroll 5 L9,232,040 s 25,527,L55 237 ,455 190,486 20,784,481. 5 26,232,557 250,409 200,754 21,o74,495 26,588,372 248,978 200,754 5 s 4s,181,136 s 69.4% 6,563,515 s 70.t% 120,549 s 0.2% 39,626,600 s 60.9% 47 ,467,70t s 69.3% 6,927,550 s LO.1o/o 720,549 s O.2o/o 4L,707,230 5 60.9% 48,051,939 70.7% 6,921,ss0 70.1./" 1,20,549 0.2% 42,307,243 67.7% s 5 o City Pension Fund for Firefighters and Police Officers in the City of Miami Beach -55- D. Statement of Accumulated Fund Benefits 5 r).26,709,77L 5 7,1.62,888,342 5 1,,169,744,935 Current Assumptions r0/0112018 991, ,87 6 ,O43 1,77,868,892 Table XIX (Cont'd) Actuarial Valuation as of October 1 2018 State Required Exhibit - All Members o Prior Assumptions LO/Or/2078 Cu rrent Assu mptions LO/OL/7018 1. Total contribution req u ired (prior valuation) 2. Actual contributions made: a. Members b. City c. State d. Total 1. Actuarial present value of future salaries excluding DROP payroll - attained age 2. Actuarial present value of future employee contributions - attained age 3. Actuarial present value of future contributions from other sources 4. Amount of active members' accumulated contributions 5. Actuarial present value of future salaries and future benefits at entry age 6. Actuarial present value of future employee contributions at entry age 1.0/Ot/2017 s 44,115,34s s 46,310,664 5 46,370,564 5 6,47s,4o8 37,519,388 L20,549 N/A N/A 5 44,tts,34s N/A 5 647,1s2,806 5 669,770,313 S 671,781,163 5 65,527 ,336 5 67,950,274 S 68,15s,245 N/A N/A N/A 5 s4,44s,434 S ss,936,ss2 S ss,936,ss2 N/A N/A N/A N/A N/A N/A City Pension Fund for Firefighters and Police Officers in the City of Miami Beach N/A N/A N/A N/A o o €1'-56- F. Past Contributions G. Disclosure of Followine ltems: o Actuarial Valuation as of October 1 2018 1. Active participants 2. Retired participants and beneficiaries receiving benefits (including DROPs) 3. Disabled participants receiving benefits 4. Terminated vested participants (including dormants) 5. Annual Pensionable Payroll 6. Projected Annual Pensionable Payroll 7. Annual benefits payable to those currently receiving benefits (includ ing DROPs) 174 283 7 4 5 23,244,2ss S 23,82s,361 5 27,691,7ss 5 28,288,360 5 28,288,360 70/07/2017 Prior Assu mptions r0/07/2078 Cu rrent Assumptions 70/01/2078 5 s5 1.72 275 7 3 25,883,202 25,582,048 L72 276 7 3 25,883,202 26,s82,O48 o 1. Actuarial present value of future expected benefit payments for active members a. Retirement benefits b. Vesting benefits c. Death benefits d. Disability benefits e. Total 2. Actuarial present value of future expected benefit payments for terminated vested members (including dormants) 3. Actuarial present value of future expected benefit payments for members currently receiving benefits a. Service retired (includes DROPs) b. Beneficiaries c. Disability retired d. Total s 13s,s59,216 s 6,802,869 3,400,184 13,611,518 155,406,552 s 7,286,L83 3,596,t97 14,546,613 5 372,7s0,481 S t7,5t9,294 7,4t9,848 374,t05,r23 s 17,34L,7!2 7,459,247 376,100,878 77,4t7,876 7,492,328 s 397,689,553 s 398,906,096 s 401,00s,022 o City Pension Fund for Firefighters and Police Officers in the City of Miami Beachs,'-57 - Table XIX (cont'd) State Required Exhibit - FirefiFhters A. Participant Data t57,247,745 7,387,t25 3,630,499 74,686,974 B. Lia bilities s 1s9,383,787 s 180,83s,s4s s 182,946,343 s s29,337 s SZr,rOo s s77,5so Table XIX (Cont'd) Actuarial Valuation as of October 1 2018 State Required Exhibit - Firefighters 70lou2077 o Prior Assumptions 70/oLl2Ot8 Cu rre nt Assumptions 70/01/2Ot8 4. Total actuarial present value of future expected benef it payments 5. Actuarial accrued liabilities 1. Actuarial present value of accumulated vested benefits a. Participants currently receiving benefits b. Other participa nts c. Total 2. Actuarial present value of accumulated non- vested fund benefits 3. Total actuarial present value of accumulated fund benefits 1. Actuarial present value of future salaries - atta ined age 2. Actuarial present value of future employee contributions - attained age 3. Actuarial present value of future contributions from other sou rces 4. Amount of active members' accumulated contributions 5. Actuarial present value of future salaries and future benefits at entry age 6. Actuarial present value of future employee contributions at entry age s 450,134,989 s 459,679,s66 5 462,4O6,tO9 s 2,688,636 5 3,704,s7s s :,rz:,+(l 5 452,823,625 5 462,784,s4s v 5 46s,s29,s71, 5 257,778,673 5 273,369,2Os 5 274,789,119 5 26,022,277 5 27,667,1.t7 5 27,750,421 N/A N/A 5 r6,626,s46 S 19,064,889 S 19,064,889 N/A N/A N/A N/A N/A N/A 5 557,602,787 S s 479,3s4,810 s 580,372,147 $ 493,990,152 s s84,s28,91s 496,932,386 s 397,689,663 52,445,326 s 398,906,096 s 60,773,470 401,005,022 67,407,087 o City Pension Fund for Firefighters and Police Officers in the City of Miami Beachs9'-58- C. Statement of Accumulated Fund Benefits D. Disclosure of Followins ltems: N/A Table XIX (Cont'd) o State Reqqlled lE)(hibit - PolicC Ofl!cers 1. Active participants 2. Retired participants and beneficiaries receiving benefits (includ ing DROPs) 3. Disabled participants receiving benefits 4. Terminated vested participants (including dormants) 5. Annual Pensiona ble Payroll 5. Projected Annual Pensionable Payroll 7. Annual benefits payable to those currently receiving benefits (including DROPs) 427 46 77 5 40,25r,762 5 41,257,447 s 39,490,343 5 41,926,238 5 4t,926,238 70/07/20t7 Prior Assumptions 10/01./2018 32L 437 49 18 5 4o,834,67s 5 47,937,212 43L 49 18 5 40,834,67s 5 41,937,272 o B. Liabilities S 2s6,s83,404 5 z6t,2s3,ta7 S 2G4,083,157 s 4,034,993 5 4,447,812 s 4,483,092 5 224,078,371 S 7,992,286 4,639,62s 19,933,722 228,067,683 s 8,159,006 4,690,292 20,376,200 230,557,2L8 8,272,967 4,734,068 20,518,904 S 486,s13,2ss S 30,510,002 40,336,t47 573,146,243 s 30,880,453 43,758,237 515,888,393 3t,004,946 43,977,682 s ss7,3s9,398 5 s87,784,927 s 590,871,021 o City Pension Fund for Firefighters and Police Officers in the City of Miami Beach 59 Actuarial Valuation as of October 1, 2018 A. Pa rticipa nt Data 329 Cu rrent Assu mptions l0lo\/2OL8 327 1. Actuarial present value of future expected benefit payments for active members a. Retirement benefits b. Vesting benefits c. Death benefits d. Disability benefits e. Total 2. Actuarial present value of future expected benefit payments for terminated vested members (including dormants) 3. Actuarial present value of future expected benefit payments for members currently receiving benefits a. Service retired (includes DROPs) b. Beneficia ries c. Disability retired d. Total Table XIX (Cont'd) Actuarial Valuation as of October 1 2018 State Required Exhibit - Police Officers ).ol07/2017 o P rior Assu mptions 10107/2018 4. Total actuarial present value of future expected benef it payments 5. Actuarial accrued lia bilities C. Statement of Accumulated Fund Benefits D. Disllosure of Following ltems: 1. Actuarial present value of future salaries - attained age 2. Actuarial present value of future employee contributions - atta ined age 3. Actuarial present value of future contributions from other sou rces 4. Amount of active members' accumulated contributions 5. Actuarial present value of future salaries and future benefits at entry age 6. Actuarial present value of future employee contributions at entry age 5 676,s74,782 5 703,208,776 S 707,338,826 5 4,s37,742 S :,ar3,Sg6 S 3,838,sq.5.rt 5 681,112,s24 5 707,022,372 5 7rt,U7,477 s 389,974,133 s 396,401,108 5 397,s92,044 s 39,s0s,0s9 5 40,283,7s7 5 40,404,824 N/A N/A N/A s 37,818,888 s 35,871,663 s 36,871,663 N/A N/A N/A N/A N/A N/A City Pension Fund for Firefighters and Police Officers in the City of Miami Beach 5 817,977,79s S 5 715,266,117 S 853,485,920 743,061,033 5 8s9,437,270 5 747,41,3,t48 5 s9o,87L,o2r 116,467,805 S ss7,3s9,398 S 119,21s,384 5 s87,784,927 175,423,849 o (s9'60 1. Actuarial present value of accumulated vested benefits a. Participants currently receiving benefits b. Other pa rticipants c. Total 2. Actuarial present value of accumulated non- vested fund benefits 3. Totalactuarial present value of accumulated fund benefits Current Assu m ptions 70/07/20t8 Table XIX (cont'd) J,,.r,,on balances are written down in proportion to amortization payments. Valuation Date Established Unfunded Actuarial Accrued Liabalities State Required Erhibit Current Unfunded Liabilities 5 11,128,817 S 72,82L,495 1,119,183 33,596,181 36,525,418 (32,688,0s1) 6,57 4,884 24,4t5,902 (4,9s2,093) 21,416,676 25,753,019 6,025,512 11,257 ,468 23,173,464 68,420,928 4,622,091 17,466,7L5 13,147,678]. 17,142,740 30,920,J 26 7,956,418 26,744,256 120,47 4,17 6) 1,591,393 (66,019,075) (6,106,919) 5,903.143 8,908,331 2,522,443 (8,s83,300) (11,542,821) 35,797,78a 8,094,529 7,O3t,399 6,517,047 7,294,349 Prior Assumptions Amortization Pavment Current Assumptions Amortization Pavment Remaining Funding Period to/07l2oo1 ro/o1/2oo2 ro/01/2003 70/01/2OO3 70/01,12004 70/01l2oos 70/Or/2005 70/01/2OOs to/ot/2006 70/Ot/2006 70/Ot/2007 1O/OU2OOa 10/Or/2OO8 70l07/2009 to/ou2oo9 n/or/2oto lOlOt/zOtO LOIOT/2011 1O/07/2Ot1 #izii 70l01/20t2 70/0112013 70/01l2Or3 70/01/2014 70/Ou2074 to/01/2ots lOlOl/201s 10/01/20ts to/01/20t6 to/01/2016 tol0L/2017 to/01/2017 10/Otl20r8 1O/01/2Or8 lnitial Unfunded Liability Method Update Fund Amendment Actuarlal (Gain) / Loss Actuarial (Gain)/ Loss M€thod Update As5umption Update Actuarial (Gaan)/ Loss Method Update Actuarial (Gain)/ Loss Actuarial (Gaih)/ Loss Assumption lJpdate Actuarial (Gain) / Loss Assumplion Update Actuarial (Gain)/ toss Assumption Update Actuarial {Gain) / Loss Fund Amendment Assumption Update Actuarial (Gain)/ Loss Assumptaon Update Actuarial (Gain)/ Loss Fund Amendment Actuarial (Gain)/ Loss Method Update Actuarial (Gain)/ Loss Assumption Update Actuarial (Gain)/ Loss Assumption Update Fund Amendment Actuarial (Gain)/ Loss Assumption Update Actuarial (Gain) / Loss Assumption Update Actuarial (Gain)/ Loss Assumption update TOTAL 1,126,363 s !,231,3t2 102,447 3,085,552 3,202,970 12,755,205]. 554,183 2,057,964 l4o2,st7l |,7 42,475 7,971 ,323 459,298 2,535,070 7,767,219 5,068,855 333,492 7,260,252 {221,501) t,223,795 2,17 6,903 547,510 L,443,397 (1,408,902) to7,204 14,447,37sl. (403,304) 349,447 577,494 t63,521 (556,424) (73s,397) 2,24O,689 507,390 440,7 44 406,023 N/A 1,123,582 7,224,O47 to2,197 3,076,931 3,193,348 12,7 46,457) 552,423 2,05r,429 (401,171) 1,736.s90 1,970,388 457,673 2,525,771 L,754,482 5,O49,466 332,165 1,255,237 (220,686) 1,218,7 41 2,t67 ,913 545,158 1,83s,512 (1,402,875) 106,730 (4,427,7t3], (401,464) 388,068 57 4,740 162,752 (ss3,809) l73r,a42) 2,259,664 504,871 438,556 403,955 448,011 13 years 14 years 15 years 15 years 16 years 17 years 17 years 17 years 18 years 18 years 19 years 20 years 20 years 21 years 21 years 22yea6 22 years 23 years 23 years 23 years 24 years 24 yeats 24 years 25 years 25 years 26 years 26 years 27 years 27 yeats 27 yea.s 28 years 28 years 29 years 29 years 30 years 30 years s 339,592,403 5 26,232,6s1 s 26,s88,372 This actuarial valuation and/or cost determination was prepared and completed by me or under my darect supervision, and I acknowledge responsibility for the results. To the best of my knowledge, the results are complete and accurate, and in my opinion, the techniques and assumptions used are reasonable and meet the requirements and intent of Part Vll, Chapter 112, Flo.ida Statutes. There as no benefit or expense to be provided bv the fund and / or paid from fund assets for which liabilities or current costs have not been established or other wise provided for in the valuation. All known events or trends which may require material ancrease in fund costs or required contribution rates have been taken into accouht in the valuation X 3 A.,t"'^_,Wtua* Lawrence F. Wilson, A.S.A., E.A. Enrollment Number: 17-02802t lennifer Borregard, E.A. Enrollment Number: 17-07624 City Pension Fund for Firefighters and Police Officers in the City of Miami Beach May 13,2019 -61 - Table XX G lossa rv Actuarial Accrued Liability. The difference between the Actuarial Present Value of Future Benefits, and th Actuarial Present Value of Future Normal Costs. Actuarial Assumptions. Assumptions about future plan experience that affect costs or liabilities, such as: mortality, withdrawal, disablement, and retirement; future increases in salary; future rates of investment earnings; future investment and administrative expenses; characteristics of members not specified in the data, such as marital status; characteristics of future members; future elections made by members and other items. Actuarial Cost Method. Actuarial Cost Method A procedure for allocating the Actuarial Present Value of Future Benefits between the Actuarial Present Value of Future Normal Costs and the Actuarial Accrued Lia bility. Actuarial Equivalent. Of equal Actuarial Present Value, determined as of a given date and based on a given set of Actuaria I Assumptions. Actuarial Present Value of Future Benefits. The Actuarial Present Value of amounts which are expected to be paid at various future times to active members, retired members, beneficiaries receiving benefits and inactive, non-retired members entitled to either a refund or a future retirement benefit. Expressed another way, it is the value that would have to be invested on the valuation date so that the amount invested Ofrf investment earnings would provide sufficient assets to pay all projected benefits and expenses when due. Actuarial Valuation. The determination, as of a valuation date, of the Normal Cost, Actuarial Accrued Liability, Actuarial Value of Assets, and related Actuarial Present Values for a plan. An Actuarial Valuation for a governmental retirement system typically also includes calculations of items needed for compliance with GASB No. 67. Actuarial Value of Assets. The value of the assets as of a given date, used by the actuary for valuation purposes. This may be the market or fair value of plan assets or a smoothed value in order to reduce the year-to-year volatility of calculated results, such as the funded ratio and the actuarially required contribution. Amortization Method. A method for determining the Amortization Payment. The most common methods used are level dollar and level percentage of payroll. Under the Level Dollar method, the Amortization Payment is one of a stream of payments, all equal, whose Actuarial Present Value is equal to the UAAL. Under the Level Percentage of Pay method, the Amortization Payment is one of a stream of increasing payments, whose Actuarial Present Value is equal to the UAAL. Under the Level Percentage of Pay method, the stream of payments increases at the rate at which total covered payroll of all active members is assumed to increase. o o City Pension Fund for Firefighters and Police Officers in the City of Miami Beach - 62 - o o Table XX (cont'd) Glossarv Amortization Period. The period used in calculating the Amortization Payment. Annual Required Contribution. The employer's periodic required contributions, expressed as a dollar amount or a percentage of covered plan compensation. The annual required contribution consists of the Employer Normal Cost and Amortization Payment plus interest adjustment. Closed Amortization Period. A specific number of years that is reduced by one each year, and declines to zero with the passage of time. For example if the amortization period is initially set at 30 years, it is 29 years at the end of one year, 28 years at the end of two years, etc. Employer Normal Cost. The portion of the Normal Cost to be paid by the employer. This is equal to the Normal Cost less expected member contributions. Equivalent Single Amortization Period. For plans that do not establish separate amortization bases (separate components of the UAAL), this is the same as the Amortization Period. For plans that do establish separate amortization bases, this is the period over which the UAAL would be amortized if all amortization bases were combined upon the current UAAL payment. Experience Gain/Loss. A measure of the difference between actual experience and that expected based upon a set of Actuarial Assumptions, during the period between two actuarial valuations. To the extent that actual experience differs from that assumed, Unfunded Actuarial Accrued Liabilities emerge which may be larger or smaller than projected. Gains are due to favorable experience, e.g., the assets earn more than projected, salaries do not increase as fast as assumed, members retire later than assumed, etc. Favorable experience means actual results produce actuarial liabilities not as large as projected by the actuarial assumptions. Losses are the result of unfavorable experience, i.e., actual results that produce Unfunded Actuarial Accrued Liabilities which are larger than projected. Funded Ratio. Theratioof theActuarial Valueof Assets to the Actuarial Accrued Liability. GASB. Governmental Accounting Standards Board o City Pension Fund for Firefighters and Police Officers in the City of Miami Beach 63 Amortization Payment. That portion of the plan contribution which is designed to pay interest on and to amortize the Unfunded Actuarial Accrued Liability. Table XX (cont'd) G lossarv GASB No. 57 and GASB No. 58. These are the governmental accounting standards that set the accounting rules for public retirement plans and the employers that sponsor or contribute to them. Statement No. 67 sets the accounting rules for the plans themselves, while Statement No. 68 sets the accounting rules for the employers that sponsor or contribute to public retirement plans. Normal Cost. The annual cost assigned, under the Actuarial Cost Method, to the current plan year. Open Amortization Period. An open amortization period is one which is used to determine the Amortization Payment but which does not change over time. ln other words, if the initial period is set as 30 years, the same 30-year period is used in determining the Amortization Period each year. ln theory, if an Open Amortization Period is used to amortize the Unfunded Actuarial Accrued Liability, the UAAL will never completely disappear, but will become smaller each year, either as a dollar amount or in relation to covered payroll. Unfunded Actuarial Accrued Liability. The difference between the Actuarial Accrued Liability and Actuarial Value of Assets. Valuation Date. The date as of which the Actuarial Present Value of Future Benefits are determined The benefits expected to be paid in the future are discounted to this date. o o o City Pension Fund for Firefighters and Police Officers in the City of Miami Beachs,'64 Citv Pension Fund for Firefighters and Police Officers SummarVoPlan Description March 2OL7 o o o o o o Gity Pension ]und lol ]ircligntus and Police 0tlicels in the City ol ]iliami Beach SUIIITABY PU]I IITSGRIPIIII]I I !-! o o l[ [rG GUGnt0larydiscrcmncy DotmontIe Sumnary Pla[ 0esc]lmio[ em fio actual truulslons ol mc ilan,mc [l0n shall90r,0]R. po[=[Gtr * E ACH * MIAM IB V \ s PRTPARTII frIIRGII2017 t \ CITY PENSION FUND FOR FIREFIGHTERS AND POLICE OFFICERS IN THE CITY OF MIAMI EEACH SUMMARY PLAN DESCRI PTION TABLE OF CONTENTS Paae o o o o o CITY PENSION FUNO FOR FIREFIGHTERS AND POLICE OFFICERS IN THE CITY OF MIAMI BEACH SUMI''ARY PI-AN OESCRIPTION TAELE OF CONTENTS Aclivc Members Beneficisry B€n€fit Optbns ... Active MembeB Survivors' Benefit br Servace Connect6d D€ath ... . Artive Mernbe6 Survivors' Benefit for l{on-Servic€ Connectsd Deaul Rctired MembeB Beneficnry Benefit Options . .. Rcticd Mlrnbef3 Survivors' Benefits et Retiremmt.. Plrlenthg Clain3 br BenefB under the Plen ..... CollGctve Bxgeinng. I'lon tus€nirlrty. lmportantNoticc.... Wthdrrwal of Conributions Ccaselirn of PensEo ...... ........ Forieitre of PeBbn .. ... ...... . Ra€xaminaton of Pensions .. Recovering from Disstililie3 .. . Terminatbn ol Ptan .. IRS Oualificabon.. Financial oata summary . Actuanal Valu.tim Summry Pagc 18 19 20 ..21 a2 .21 .25 .25 .24 26 ,,25 .x .26 .27 .27 ..27 Appendix A Appcndx B As much as possib,e, this Summary Plan Desciption has been wdtten in nonlechnical tems, avoiding the formal language of the pension plan. lf queslions of interyrctation aasg as a result of the aftempt lo make such administntive ot technhal infonnation easy lo unde6tand, the pension plan remains, es it musl the final authority. The infomation provided in his Summary Plan Desciption is basad on lie pension plan in existence as of September 27, 2016, and is subject to modification based upon changes in the plan, subseguent inlerpretations of the plan and changes in othet laws thet affect the plan. lndividual Trustaes are not egenrs ol the plan. The Board of Truslees is not rssponsibre tor enoneous informalion provided by an individual Truslee or provided by any othar person puryonedly representing the plan, except as specitically set fotth in a witing executed by the Chairman or Administntor.o ffpp^sall\everyone\summary plan\spd 012017uaHe of conlenls spd 012017.docx BUSINESS AODRESS O Fare and Police Pension Otlice 1691 Michigan Avenue, Suite 355 Mhmi Beach, Florida 33139-2573 (3Os) 673-703s FIRE AND POLICE PEN The Fire and Police Pension website can be viewed on the City's ofticial website,www.miamibeachf l.qov Once you have accessed lh€ websile, select the 'Govemmenl' tab, then select "Departments/Divisions", then select 'Fire and Police Pension". PLAN YEAR The Plan year begins Oclobor 1r and ends September 30rh ol each year. The records of the Plan are maintained on the same liscal basis. PLAN.ADIIINISIBAI]Oil The general administration and responsibility lor the proper operation and making eflective the provisions of the Pension Plan are vesled in a Eoard consisting o, nine persons, as follows: > Three (3) Trustees slecled by the active and retired membership ol the Fire Department'r three (3) Trustees elected by active and relired membership ol the Police Department> Three (3) Trustees aoooinled by the Mayor lrom the City Administration The term ol otlice lor the elected Trustees is two (2) years. Each Trustee is entitled to one (1) vote on the Board. Five (5) votes shall be necessary Ior a decision by lhe Truslees at any meeting of the Board. The Board ot Trustees does not negotiate pension benelits. The Board only implements that which is negoliated between the City and the Unions and adopted by City Ordinance. Flegular meetings ol the Board ol Trusle€s are scheduled on the third (3d) Thursday ol each monlh at the Fire and Police Pension Otlice starting at 8:30 A.M. The Trustees shall serve wilhoul compensalion, but they may be reimbursed lor all necessary expenses which lhey may actually incur through services on the Board. ,l trvppt$slnsvorymo\sumary dantspd 03-2017vIliani beach spd 0$2017.docx o o o UAUE-AEf}"Atr City Pension Fund for Firelighters and Police Officers in the City ol Miami Beach EAAAD-OEIBTSIEES Chairman Secretary Paul D. Johnson Richard M. Clementso Fire Deoartm t - Thrce 13) Mcmbers -Serving a Two (2) Year Termen o Elecled by Fire Department active and ,etired members Davirl J. Frazier, Jr. Firelighl€r-l Paul D. Johnson Fire Lieutenanl Skjney W. Reese, lll Firelighterl Police Deoartmenl - Thrrc (3) Mrmbcrs - Serving a Two (2) Year Term Elected by Police Department active and retired members Richard M. Clemenls Deputy Chief ol Police James D. Nolan Sergeant ol Police Elise Spina Taylor Sergeanl of Polic€ Citv Administration - Thr.. (3) Mambars - Appointed by the Mayor Lynn W. Bernstein Administration Kathie G. Brooks Assistant City Manager Debora J. Tumer Fhst Assistant City Attorney AGENT FOR SEFVICE O The Chairman ol lhe Board is the Agent lor Service ol legal process, or in the absence of the Chairman, lhe Agent lor Service of legal process is the Secretary o[ the Board. 2 l:[ppi,$alt\€v€r]onststnmary danrspd 0]2017vniami b€Ech spd B2017.docr o PSOFESSTONAL SERVTC The Boa]d may engage such services from professionals and consultants as the Board leels are raquired to lransact the business ol the Syslem. Professionals and consullants employed by the Board are: EXECUTIVE DIHECTOR Donna Brito, Executive Director Fire and Police Pension Otlice '1691 Michigan Avenue, Suite 355 Miami Baach, FL 33139-2573 (30s) 573-7039 INVESTMENT CONSULTANT John Mccann, SBnior Consullant AndCo Consulting 4901 Vineland Bd., Suite 600 Orlando, FL 3281 1 (8441 442-6326 LEGAL COUNSEL Robert D. Klausner, Esq. Klausner, Kaulman, Jensen & Levinson 7080 NW 4rh Street Planlation, FL 33317 (9s4) 916.1202 CONSULTING ACTUARY Lawrence F. Wilson, ASA, EA, MAAA Senior Consullant and Actuary GRS Gabriel Ro€der Smilh & Company One Easl Broward Blvd., Suite 505 Fort Lauderdale, FL 33301.1804 (954) s27-r616 CUSTODIAN Amed A. Avila, Assistant Vace President Fiduciary Trust lnlernational ol lhe South 2 Alhambra Plaza, Penthouse 1 Coral Gables, FL 33134 (30s) 372-1260 o oHenry P. Benard Executive Vice President lnvemess Counsel, LLC 845 Third Avenue New York, NY 10022 (2121?07-2107 Wayne T. Owen Chief Executive Otticer RhumbLine Advisors 265 Franklin Streel,2ld Floor Boston, MA 021 10-3326 (617) 345-0434 Anne M. Garami, M.D. 4OO W. 41!t Slr6et, Suile 2oo Miami Beach, FL 33140 (30s) 69s-0644 Clare M. Merle Client Account Manager J.P. Morgan Assel Management 4 New Yort Plaza, 1o'h Floor New York, NY 10004 (2121623-s871 James DlGiuseppe, CAIA Assistant Vice Presidenl Wellington Mgmt. Company, LLP 280 Congress Streel Boston, MA 02210 (617) 91 5-572s Erik S. Sherman Regislered Representative Voya (Self-Directed DROP Program) Retirement Readv Advisers 2937 SW 27t' Av;.. Suile 106 Coconul GrovB, FL 3313:) (30s) s79-4026 MEDICAL BOARD Comel J. Lupu, M.D. 4302 Alton Road, Suile 600 Miami B€ach, FL 33140 (30s) 674-266s Dana H. Stewardson Portlolio Manager Logan Capital Mgmt., lnc. Six Couller Avenue, Ste. 2000 Ardmore, PA 19003-2308 (215) Esl -9446 Dann Smilh, Direclor Wells Fargo Asset Management 401 S. Tryon Street, 5h Floor Charlotte, NC 28202 (704) 71s-2495 Frank M. Fuentes, M.D. 306 Arthur Godkey Road Miami Beach, FL 33140 (305) 673-sr00 3 f.Vppt\$dnsv8Dto6\sirnnery d8n\spd O$20l7hi8rnl b€adr spd O$20 1 7.drx o CERTIFIED PUBLIC ACCOUNTANT Rosa Salum, C.P.A., Director BDO USA, LLP 2121 Ponce De Leon Btvd, 1lh Floor Coral Gables, FL 33134 (3p5). 442-22w MONEY MANAGERS o o CIISIOD]AN According to lhB Plan, the City ol Miami Beach shall have lhe custo'dy ol and responsibility tor any funds, slocks, bonds, notes or olher evidences ol indebtedness and such custody shall be lor lhe purpose of salekeeping only. The Custodians employed by ths City are: TRUST ACCOUNT Fiduciary Trust lnternational ol the South 2 Alhambra Plaza, Penthouse 1 Coral Gables, FL 33134 DEMAND (CHECKING) ACCOUNT SunTrust Bank, Miami, N.A. 777 Brickell Avenue Miami, Florida 33131-2803 RELEVA},IT PROVISION GO]IEBilING-IflE.PLAX The Plan is a oefined Banelit Plan covering substantially all Fkefighters and Police Oflicers in the City of Miami Beach, created under Chapter 23414, Laws of Florida, Special Act ot 1945, as amended through September 27, 2016. The Plan appears in the Code ot th6 City ol Miami Beach, Part l, Charter and Related Special Acts, Subpart B, Belated Special Acts, Article lX, 'Pension System lor Disability and Fletirement ol Members ol Police and Fire Departments.' The Plan is also subject to the provisions of: Chapler 175, Florida Statules, 'Municipal Firefighters Pension Trusl Funds' Chapter 185, Florida Statutes, 'Municipal Police Otficers Betirement Trusl Funds' Chapter I 12, Florida Statutes, 'Public Officers and Employees' Vanous Federal Laws including the lnternal Bevenue Code 4 l:Vppfsallsveryooo\surnoEry phnlspd 03-20t7vda.nl bsach spd B,20l7,docr o TIEB 1 All members hirrd prior lo July 14, 2010 TIER 2 All members hircd on or aftar July 14, 2010, but prior to Scptembar 30, 2013 TIEB 3 Firr Dcoartment members hired on or eftcr Scptcmber 30, 2013, but prior to Juns 8, 2016 Policr Dlpartmenl members hircd on or aftcr September 30, 2013, but prior to July 20, 2016 TIER 4 Fire Deparlment Members hired on or atler June 8, 2016 Police Membcrs hircd on or afler July 20, 2016 MEMEEBSHIPIIEBS Members of the Plan belong lo one (1) ot the lollowing lour (4) tiers depending on thear dats ol employment: Benefits are delined according to the four (4) tiers listed above. Therelore, each member should ascertain lheir correcl tier in order to accuralely determine their benelits. 5 l:VppN€lbverymoBunrrEry plan\rpd 0$2017vn|€ml boadr spd 032017 &cx o o O o o EUCIEIL|TY FOR ME Any employee ol the City as defined below is eligible to be a member of the Plan: TIEE 1 AND TIER 2 The term 'employee' means any regular member ol the Fire Deparh€nt or lhe Police Deparhent who has atlained regular Civil Service Status in such departmants under the oflicial classilication ol posilions in the Classilied service ol the Cily, having a rank in such department olher than civilian rank and other than the classilication ol school guard. Unless lhey have never held classilied positions, the Chiels of the Fire and Polie Departments shall be considered employecs of this System. A physlxl examination is required as prescribed by the Board of Truslees; howevar, results ol such examination shall not atfect eligibility lor membership, but shall be used ,or proper administralion ol the Plan by lh€ Board. The lerm "employee'means any full-time employee who is certilied as a fire[ighter as a condition of employmenl in accordance with section 633.35, Florida Statutes, and whose duty it is lo exlinguish fires, lo protect life or to protect property, and any tull time employee who is ceatilied or required to be certilied as a law enforcement oflicer in compliance with section 943.1395, Florida Statutes, who is vested wilh authority to bear arms and make arrests, and whose primary responsibility is the prevention and detection ol crime orthe entorcemenl of the penal, criminal, lrallic, or highway laws ol lhe Stale. A copy ol the membe/s enlrance physical examinalion shall be provided by the City and is required as prescribed by the Board ol Trustees; however, results of such examination shall not atfect eligibility for membership, but shall be used lor proper administration ol the Plan bythe Board. The member must sign a Designation o, Beneliciaries lorm and execule a conlract between lhe member and the City. The Designation of Beneficiaries form can be execuled at the Fire and Police Pension Otfice and the conlract can be executed at the City. Any member who separates from active service with the Fire or Police Deparlments to accept an appointment to any olrice in the Unclassified service ol the City shall continue to have all the rights, privileges and responsibilities of this System. 6 l:VppNaln€veryoio\sunm8ry plao\spd 092017vnlsnl be8ch spd 032017.6ocr o TIER 3 AND TIEB 4 ALL TIERS HOI6LBEilEEIIS-AEE.EUNDED The Fire and Police Pension Plan is lundad by contributions lrom the members, lhe City ol Miami Beach and income from the invested assets. CONTRIBUTIONS BY M TIER 1 ANO TIER 2 Each member of the Plan contributes'10% ot his or her salary. TIEB 3 AN D TIER 4 Each member ol the Plan contributes 10.5% ot his or her salary. Salary is delined as base pay, longevily pay, overtime, shill diflerential and exlra compensation allowance such as unilorm allowance and any pays which are negotiated as pensionable. Effective July 14,2010, olf-duty pay is pensionable tor any memb€r who is eligible for ovedime and receives otl-duly compensation through th€ City. Efrective Saptember 30, 2013, Salary shall exclude overtime pay in excess ol 300 hours per calendar year. All contributions are made on a p16{ax basis under Section 414(h) of the lntemal Flevenue Code. CAI{IBIEUITONSELCIIY The City musl contribute an amounl determined by the Plan's actuary to be sutficient, along with lhe member's contribution, to fund systematically the benelits under the Plan. The City's contribution will vary depending on the experience of the Plan. The anticipated aministrative expenses reguired to meet the cosl ol the Plan will be lunded through luture normal contributions by lhe City and will be lak€n into account in the valuation. OETAILED ACCOUNTIffi A Delailed Accounling Fleporl and Administrative Expenses Budgel are available upon request from the Plan Adminislralor or can be lound on the Plan's website. 7 f:VppfiSelt\sv6ryons\Eummary plan\spd 0il.2017vnlani basct spd 032017.docr o o o o o BUY BACK OF PHOBATIO TIER 1 ANO TIER 2 Alter obtaining ]egular slatus, members have six (6) months without interesl in which lo buy back their probationary period for creditable pension service; thereafter, interest will be charged at lhe rate of 3olo each year. TIER 3 ANO TIEH 4 Nol Applicable BUY.BA9I( OF PFE-EMPLO ALL TIERS Memb€rs with less than five (5) years ol creditable pension service as ol Seplember 30,2013, may purchase up to two (2) years ol pre-employment military time, calculated al the 3% b€nefit accrual rate lor each year. The purchase ol pre-employmenl military time for Fire Department members musl be completed within 24 monlhs lollowing the date the member compleles live (5) years of creditable pension service. The purchase of pre-employment military time for Police Department members must be compleled within 36 monlhs following the date the member compleles five (5) years of creditable pension service. TIER 1 ANO TIEB 2 The cost lo purchase each year is 10% ot the member's pensionable salary during the 12 calendar months immediately preceding the date ol purchase. TIER 3 AND TIER 4 The cost to purchase each year is 10.5olo of the member's pensionable salary during the 12 calendar months immediately preceding lhe date o, purchase. B l:Vppi$€Iavoryono\sunm8ry dan\spd 0$2OtTvniarni b€8ch spd 0+20l7.drx o NORMAL SEPVICE RET TIER 1 Memb€rs who mel lhe aliqibilitv to rctire Drior lo SeDlember 30. 2013 Normal retirement dale requiremenls: the attainment of age 50 or Rule ol 70 - th€ sum ol the member's age and creditable pension service equals at least 70 Normal retirement date requirements: the attainmenl of age 50 or Rule ol 70 - lhe sum ol the member's age and creditable pension service equals at least 70; however, a member must attain age 47 to be eligible to meet the Hule ol 70 TIER 2 AND TIER 3 Normal reliremenl date requirements: . lhe attainment ol age 50 and the completion ol at least live (5) years of creditable pension seMce or. Rule ol 70 - the sum ol lhe member's age and creditable p€nsion seMce equals at least 70; however, a member must attain age 48 to be eligible to meet the Bule ol 70 TIER 4 Normal retirement dale requirements: the atlainment of age 52 and the complelion of at least live (5) years ol creditable pension seMce or Rule ol 70 - the sum ol the membe/s age and creditable pension service equals al least 70; however, a member must anain age 48 to be eligible to meet the Rule ol 70 9 f:Vpprtlhnsvoryofl €\surm8ry plan\spd 03-20l7vdaml b€acfi 3pd 0$20l7.docr o o o Members who meet the elioibilitv to ratire on or atter Seotember 30.2013 o o NORMAL RETIREMENT BE TIER 1 The monthly pension benefit that each member will receive il he or she continues employment until their normal relirement date is called the Normal Relirement Benefil. Normal Retiremenl Benef it is calculated as tollows: 3"/" X FAME X creditable pension service up lo 15 years Plus 4% X FAME X creditable pensionservice atter 15 years Benefil shall nol exceed 90o/o of the linal average monthly earnings. Final Average Monthly Earnings (FAME) is defined as 1/12 ot the average ol the two (2) highesl paid years or the average ol the lwo (2) lasl paid years ol lhe member prior to the date o, retirement or terminalion, whichever produces the grealer benef il, alter taking into consideration lhe overtime limit. Mcmbers who met the eliqibilitv to rrtirc on or atler Seplember 30, 2013. but prior lo Scptembel 30.2015 3% X FAME X creditable pension service up to 20 years Plus 4% X FAME X creditable pensionservice after20years Ben6lit shall not exceed 85% of the final average monthly earnings. Final Average Monthly Earnings (FAME) is defrned as 1/12 ol the average of the two (2) highest paid years or lhe average of the two (2) last paid years ol the member prior to the date ol retirement or termination, whichever produces the greater benelit, after taking inlo consideralion the overtime limit. EX tons: For any member who compleled a buyback ol prior credilable pension service prior to September 30, 2013, and reaches the 85o/o maximum benefit prior to age 47, the employee contributions shall cease on the dale such employee reaches the 85olo maximum benetit, and his or her linal average monthly earnings will be lrozen as of such date. Members who me€t thc elioibilitv to retira on or after Seplember 30. 2015 3% X FAME X credilable pensionservice uplo20years Plus 4"/. X FAME X creditable pension service after 20 years Benetit shall not exceed 850/6 of th6 final av6rage monthly earnings. Final Average Monthly Earnings (FAME) is delined as 1/12 ol the average of the three (3) highest paid years or tho average ol the three (3) lasl paid years o, the member prior to th6 date ot r6tir6menl or termination, whichever produces the greater benetit, alter taking into consideration the overtime limit. A member'a benclit mullipliar for cr.ditablc pension aervicG earnrd beroru October 1, 2013, shall not bc rcducld, t0 tvppNaifiB\r€rl,on€\surll8ry dan\spd 03rc1 Tvnhml beach spd 03.201 7.&cx o Members who mrt thr elioibilitv to retire orior to Seotember 30. 2013 NORMAL RETIREMENT TIER 2 3olo X FAME X creditable pension service up to 20 yeers Plus 4olo X FAME X creditable pension service after 20 years Benetit shall not exced 85% ol the rinal average monthly earnings. Frnal Average Monlhly Earnings (FAME) is defined as l/12 o, lhe average ol the three (3) highest paid years or the average ol the three (3) last palJ years ol the member prior to the dale of retirement or termination, whichever produces the greater benetit, atter laking into consideration the overtime limit. TIER 3 ANO TIER 4 3ol" X FAME X creditable pension service up to 20 years Plus 4olo X FAME X credilable pension service afler 20 years Benefit shall not exceed 85o/o o, the linal average monthly earnings. Final Average Monthly Eamings (FAME) is detined as 1/12 o, the average ol the tive (5) highesl paid years or the average ol the tive (5) last paid years of the m8mber prior to the date of retirement or termination, whichever produces lhe grcater b€nefit, after laking into consideration the overlime limit. O]IEAIIME-LJMII=-ALT]EAS Firc Dcoartmcnt Members: The overtime and oflduty included in lhe av€rage monthly salary shall be limited in each year to an amount which is equal to 1lolo of the highest annualized pay rate ror the same salary rank that the member is in at lime ol retirement. Policc DcDartmcnt M embe16: The overtime and ofl-duty included in the average monthly salary shall be limited in each year to an amount which is equal to 11olo ol the highest annualized pay rate lor the same salary rank that the mamber is in at time ol retiremenl. However, the 11olo limitation shall not apply to any member who held the rank of Sergeant or Lieutanant on September 30, 2013, or any Police Oflicer who was promotad into the position ot Police Sergeant prior to the date the 2013 Certified Police Sergeant Promotional Register expired in 2015. For those memb€rs, the overlime and oFf duty included in the average monlhly salary shall be limited in each year to an amount which is equal to 70% ol the dillerence between the member's annualized pay rate at relirement and lhe highest annualized pay rale lor the next higher salary rank. ln addilion, efrective July 20,2016, any member excluded trom the 1|% limilalion by operation o, the above paragraph, il such member self-demoles, lhe amount of overtime and olf-duty included in the average monlhly salary shall nol exceed 11olo ol the highest annualized pay rate for the same salary rank thal lhe member is in at time of retirement '11 l:Vppl$anevorymo\s(rlllrary plan\spd 0G20l7w*mi boach spd 0]20t7 (bcx o o o Etfective September 30, 2013, the overlime limit cannot include more than 300 hours of overtime in each calendar year and employee contribulions on overtime cannot exceed 300 hours. o o DEFEBRED RETIREME DROP is an altemative method lor pafnenl of retiremenl benefits under the Plan without terminating employment with lhe City. This program is available to any member on the firsl (1n) day ol any month following the date upon which lha mambEr becomes eligible lor normal sBrvice retirement. Prior to September ?7, 2016, lhe maximum DROP participation period for members who enlered the DROP on or afler Seplember 1, 2012, was 60 months (5 years). HowEver; Members who entered lhe DROP on or belore September 30, 2015, may elect to exlend their DBOP participalion period by up to 12 months, tor a total maximum DROP participation p€riod not to exceed 72 months. Members who entered the DROP on or after October l, 2015, bul prior to June 8, 2016, for Fire Department members and July 20, 2016, lor Police Department members may elect to ext€nd their DROP participation period by up to 36 months, for a total maximum DBOP parlicipalion period not to exceed 96 months. Etlective Septembet 27, 2016, the maximum DROP participation period lor Fire Department members who enler the DROP on or after June 8, 2015, and Police Departmenl members who enler the DROP on or afler July 20, 2016, is 96 months (8 years). For all members wlro enter the DROP on or after Seplember 1, 2012, participation may not continue beyond the dale whBn the membe/s combined years of creditable pension service and time in the DROP equals 456 months. Parlicipation in the DROP is voluntary. As a condition of participalion in the DHOP, lhe member must irrevocably agre€ to terminale employment with the City at the end ol lhe maximum OROP participation period. The member may elect to terminate employment with the City and panicipation in the DROP belore the maximum p€riod. ll a member elects lo participate in the DROP, the lollowing will happen: . The member's years ot creditable pension service and FAME will be delermined as ot lhe lasl day prior to entering the DROP and will be used to calculate lhe member's normal retiremenl benelit. The member will csase to accrue addilional normal retirement benefits (sxcept for cost of living adjustmenls under lhe Plan). The member will no longer b€ eligible for Disability Retirement or Service Connected Death benelilso The member's employee contribution to thB Plan will endo The member will continue lo bo an employee ol the City and receive all b€nefits ol being an employee o, the City The membeds normal relirement benelit will b€ deposiled into the membe/s DROP accounl. The member is responsible lor selecting the inveslment options ,rom the investment vehicles provided by the Board. DBOP payrnenls will be credited or debited wilh inveslmant eamings or losses according to the perrormanca ot lhe investment options selected. Al the conclusion of th6 member's participation in the DROP, the member's accumulated DROP balance will be distributed to the member and the mBmber's normal retirement benetit will begin to ba paki dirgctly to the member in accordance with the Plan provisions. ll the member should pass away while participating in the DROP, the DROP account balanc€ will be distributed to lhe member's benefaciary, in addition to any survivor benelits payable by the Plan. 12 l:Vpp^$enavo.yone\summary danBpd 03.2017vnl8rnl betrh spd 0+2017.docr o COST OF LIVING ADJU TIER 1 The normal retiremenl benelit will increase after lhe lirst year o[ retirement by 2.5%. This cost of living adiustment will be applied annually on the anniversary date of the member's retirement. TIEB 2. TIER 3 AND TIER 4 The normal retirement benelil will increase afler the lirst year of retirement by 1.5"/". This cost ol living adiustmenl will be applied annually on the anniversary date of the member's retirement. Mcmbe who en shall receive a zero percenl (0%) cost ol living adjustmenl on the lhird (and lourth (4 ann ual adiustment date regardless ol whether lhe member remains in the DROP lor the maximum DBOP participation period. M.mbcrs who ontcr.d lhe DROP on or belore Seplembcr 30. 2015, and elect lo exlend their DROP participation period by up to 12 months, shall receive a zero percenl (0olo) cost ol living adiustment lor the sixlh (6") annual adjustment date. lf the member thereatler separates lrom City employment at any time during the sixlh (6"') year of DROP parlicipation, they shall not receive a cost of living adiustmenl on the sixth (6h) annual adiustment date, but shall receive a cost ol living adjustment on the seventh (7rh) annual adjustmenl dale and each annual adiustment date thereafter. Mrmbers who entercd G DROP on or aller Octobcr 1. 2015, but D rior to June A, 20'16. tor Fire DeoartmGnt membcrs and Julv 20,20l6. ror Police tlepartment membrrs and elect to exlend their DBOP parlicipalion period by up to 35 months, shall receive a zero percent (0olo) cost ol living adjustment for the sixlh (6r), seventh (zh) and eighth (8h) annual adiustment oates. if the mem*r thereafter separales from City employment at an, time within the sixth (6'h), seventh (7'rr) or eaghth (8'h) year ol DROP parlicipation, lhey shall not receive a cost of living adjustment on the annual adjustment date next lollowing separalion ol employment, but shall ,eceive a cost ol living adiustment on each annual adjustment date thereafter. MembeB who lntcr thc DROP on or aftcr June 8 2016, lor Fire DeDarlmcnt mcmbars and Julv 20. 2016. for Policc Ocpartmlnt mrmblrs shall receive a zero Dercenl (0%) cost ol livinq adiushent for ffi}annualadjushenldates.llthemembertherEafterseparates trom City employment at any time within the sixth (6), seventh (7r) or eighth (8h) year of DBOP participation, they shall not receive a cost of living adiustment on lhe annual adiustment date next lollowing separalion o[ employnent, but shall receive a cost o, living adjustment on each annual adjustment date thereatter. Mrmbcrs who cnter thc DROP on or after June 8. 2016, tor Fir! Drparlment memb€rs and Julv 20, 201 shall receive a zero percent (0olo) cost ol living adiustment for lourth (4s) annual adjustment dates. ll lhe mimber thorealter lime within the lirst (1n), second (2''d), third (3d) or lourth (4n) o o lhe first (l , second (2 , third and separales from City employment at any year of DROP participation, lhey shall not receive a cosl ol living adjustment on the annual adiustment date next lollowang sepa€tion ol €mployment, but shall receive a cost ol living adiustmonl on each annual adiustment date therealter. 13 l:VppI\ialnsr,E yms\sum8ry d8n\spd o]2olTvniani b€adr spd o+zol7.docx o Exccptions TIER 1: Exception TIER 1. TIER 2 AND TIER 3: Exceolion TIER 4: VESTED RETIREUENT Vested benelit atter five (51 ve!ru bul lGs!n ten (10) vesrs of creditable Dension s.rvicao o Member may selecl one (1) of the following options: a. The retum o[ the memb€r's employee contributions with interest or b. Upon the member's normal retirement date, the member may elect to receive a benefit payable Ior li,e, equal to the member's monthly pension benefit accrued to date ol termination. ln the evenl of lhe death ol lhe member prior to the membels normal retiremenl date, the member's beneliciary will receive a relund ol employee contributions with interesl on lhat sum at the rale of lhree percent (3%) per annum computed until the date ol payment. Vestcd benetil alter len (10) vears ol creditrble pension service Member may select one (1) ol the lollowing options: a. The return ol the m6mb6r's €mployee contributions with interest or b. Upon lhe membeds normal retirement dale, the member may elect to recoive a benefit payable for life, equal to thB memb6r'6 monthly pension benefit accrued to date ol termination. ln the event o, the dealh ol the memba, prior to the member's normal retirement date, th€ member's beneliciary will receive baneficiary benelits when the member would have reached his or her normal retiremenl date, in accordance with the beneficiary benelits option the m€mber selected. BEIIIBN-OE-QO.ITIflEUIIQIS ll a member is not entitled lo a benefit under th6 Phn or il the benetits paid do not equal th€ member's employee contributions, the balance of the employee contributions will be paid to the member or to the member's designaled beneliciary. 14 l:VppNall\€voryon6\sufln ry plsn\spd O+2ot7vnlaml b6ach spd 03.20l7.docr o DISABILlrY RETINE TOTAL AND PEBMANENT OISABILITY INCURRED lN THE LINE OF DUTY (Sorvice Connecled) Eligibility is immediate upon becoming a member. Any member who becomes totally and permanently disabled at any time as the result of illness or iniury suflered in the llne ol duty may be relired on an accidental disability benelit. Disabilily retiremenl is subject to the approval ol the Board of Trustees based upon established methods and procedures. Upon an accadental disability retiremenl, a memb€r r€ceives a benefit equal to his or her monthly pension benefit accrued lo the date ol disabilily or the minimum benefit payable is 85o/o of the member's salary at lhe time ol disability retirement less any otfset lhat may be required by Workers Compensation. TOTAL AND PERMANENT DISABILITY NOT I URREO lN THE LINE OF DUTY (Non.Service o Connected) Any member who becomes totally and permanently disabled after completion ol live (5) years ol creditable pension service, as the result ol illness or injury nol suf{ered in the line ol duty, may be retired on an ordinary disability banerit. Disability relirement is subject lo the approval ol the Board ot Trustees based upon established methods and procedures. Upon an ordinary disabilily retirement, a member receives a benefit equal to his or her monlhly pension benefit accrued to the date ot disability. DISABILITY RETIFE AII applications for disabllity retirement are tiled with the Board ol Trustees. The Plan Administralor w ll supply the necessary form for the proper liling o, the disability claim. The Plan's medical board ol three (3) doclors will examine the member and report their lindings to lhe Board of Trustees. The Board ot Truslees will rule on the request for disability retirement based on all reports and examinations available. The criteria that must be met lor the Board to grant a service connecled disability retirement is: (1)Total, (2) PBrmanent and (3) Service lncurred. The crileria that must be met lor the Board to grant a non-service connecled disability retirement is: (1) Total and (2) Permanent. It takes live (5) atlirmative votes ol the Board of Trustees to grant a disabilrly retirement. 15 l:Vpp^$an8verymo\surnrn8ry danlspd 0:)-2017vniami beach spd O32O'l7.docr o o o DISABILlrY CLAIMS I. COMMENCEMENT OF CLAIM A. A member who b€lieves he or she is eligible lor a disability pension ('Applicant') shall apply therBlor on a lorm made available by the Board o, Truste€s ('Board) or a torm olhent/ise a@eptable to the Board ('Application'). B. The Applicant shall also execute such releases, authorizations or other documents deemed necessary for the Board to obtain a complete lile of relevant documenlalion. C. The Applicant shall lully cooperate with the Board to assist the Board in obtaining such complBte lile. D. The Applicant shall have lhe right to be represenled by legal counsel at any and all slages of the claims procedure. It !!EEEL!EA8!E A. At the in,ormal hearing, the Board shall consider only the documenlary eviderrce contained in lhe file and any evidence received pursuanl to paragraph I below. B. Other than answers to questions from members ol the Board or lrom the Board's anorney, the Board will take no additional evidence at the informal hearing, allhough the Applicant or the Applicant's legal counsel may make a short presenlation, limited lo comments or arguments as to the evidence contained in the lile. C. Upon completion of review ol the Applicalion al the intormal hearing, the Board shall render a decision unless it finds that the lile is incompl€le or thal additional inrormation should be obtained. ln the latter case, the Board may defer ruling and conlinue lhe inrormal hearing to such time as the Board linds that the file is complets. D. The Board shall decide th€ merits ol lhe Appli{:ation by motion duly adopted and shall subsequently lumish a copy thereol to the AppIcant. ln addition, the Board shall provide a witten explanation ol the right to a formal hearing on the Application and the limB limit within which a tormal hearing must be requesled in writing. E. The decision ot the Board atter the inlormal hearing shall not be final until atter the time has expired to request a formal hearing, or, il a lull hearing b limely requested, until the Board makes a decision follorrying lhe formal hearing. III. FORMAL HEARING A. An Applicant may request a fonnal hearing on the Application upon which the Board has made a d€cbion on the merits following an informal hearing. B. The requBst for a lormal hearing must b€ in writing and must be physically received by lhe Board wilhin 30 da),s of service ol th6 Eloard's wntten decision on the merils afler lhe intormal hearing. Service by tha Board will ba deemed lo have been made on the date ol mailing by the Boa.d to the Applicant. C. Atter the Appll=nt has timely begun the process ,or a lormal hearing, the Applicant or the Applicant's legal counsel must notiry lhe Board's attomey in order to work oul mechanlx such as discovory and a mutually convenient time lor lhe lormal hearing. However, in all cases, at leasl sixty business days prior to the formal hearing, 169 Applicant or the Applicanl's legal counsel Eqg (1) pmvide Board and lhe Board's anomey with copies ol all medical reporls or othsr relavanl documentary evidence in the Applicant's possession or ol which the Applicant has knowledge, (2) provide the Boards anomey a list ol names, addresses and telephofle 16 o o l:VppNal\evsryo,r€\summary pladspd m.20I7vniaml beach spd 03.2017.docr OISABILITY CLAIMS P numbers of each and every witness the Applicant claims has knowledge relating to the Applirxtion and (3) provide the Board's attomey with a short stalem€nt or summary of the lestimony ol each and every witness. lf the foregoang period is not sutficient, the Board's anomey will advise the Board that lhe lormal hearing should be postponed to a later date. l, the Applicant or the Applacant's legal coursel does not comply with thb paragraph, the Applicant may be precluded from otlering the testimony or evidence at the tormal hearing. D. Except for discovery requested by the Board or the Board's attomey, all costs ol discovery, including the compensation ot prolessional and lay wihesses, shall be borne by Applicant. E. The Applicant shall be responsible lo obtain the attendance of the Applicant's witnesses at the formal hearing. Upon timely written request by the Applicant, the Board shall issue subpoanas lor the atlendance ol witnesses at depositions and at the formal hearing. The Board may charge a reasonable lee for issuance of subpoenas lo the extent permitted by law. lf provided in accordance with these procedures, transcripts of depositions shall be mad6 part ol the file. Although such transcripts will not necessarily be read into th€ record, any portions thereol may be read into the record by any party and may be relerred to in argument. ln all cases, lhe Applicant shall bear the burden ol prool to show entitlement to lhe benefits sought. F. Should the Applhanl d6cid6 to appeal a decision made by the Board with respect to any matter considered at lhe lormal hearing, the Applicant will need a record of the proceedings, and, for such purpose, the Applicant may need lo ensure lhat a verbalim record ol the proceedings is made, which record includes the testimony and evidence upon which the appeal is lo be based. G. Decbions of the Board alter a formal hearing shall be final and binding, subject to judicial review. Such decisions shall sBt torlh the speciric @asons lor denial as provided in Section 1 1 2.66(7), Florida Statutes. H. The Board shall decide the merils of the Applicalion by motion duly adopted and shall subsequently lurnish a copy thereol to Applicant. Service by the Board will b6 deemed to have been made on the date of mailing by the Board to the Applicant. l. Judicial review of decisions of the Board shall be had in the manner prescribed by law IV. MISCELLANEOUS A. Inlormal hearings and lormal hearings will be held during regular Board meetings as pad ol the regular Agenda. No Applicant has the right to dernand orlo receive a special setting upon lhe Applicalion. B. Applications will generally be heard in the oder filed. However, in some cases a hter-Iiled Application will be ready lor hearing before an earlierliled Application. ln such a case, the Application lirsl ready to be heard will be heard first. C. lf more lhan one Application is ready lor formal hearing, the earliest-riled Application shall be heard lirsl and other Applications which are ready shall be heard in the order riled. However, in faimess to lhe Applicant and to the Board, lhe Board may limit the number of lormal hearings heard on any single Agenda. D. Teslmony ol all wilnesses shall be under oath or afrirmation. 17 lvppNslftsvoryon€\surynary phn\spd 03-201 THaml b€ach spd m.e'olT.docx o o o o ACTIVE MEMBERS BEN A member must complete a Designation ol Beneliciaries lorm and select one (1) of the two (2) lollowing beneficiary options: OPTION 1: STANDARD BENEFII This option provides benefits to th6 specilied beneliciaries defined under the Plan Document as lollows: Surviving Spouse shall mean the lawlully wedded spouse ol a member livino with th e member at the time ol the member's death. Domcatic Partner shall mean a person wilh whom a memb€r has entered into a domestic partnership as delined in tha Miami Beach City Code and registered and documented according lo the requirements ol the Miami Beach City Code. Children in equal porlions to each child ol the deceased member and shall cease when: (1)The child attains the age ol 18, or (2)The child attains the age ol 22, provided the child is a tull-time student in high school or college, or (3)The child marries or dies A legally adopted child shall have the sama rights as a natural bom child but no benelit shall be allowed to any slepchild ol a deceased member. Handlcapped Child shall mean a child o, a member who has reached the age of 18 and who is primarily dependent upon the member lor the child's livelihood or supporl due to a mental or physical condition or handicap ol the child which requires, or otherwise would have required, the member to provide primary support lor the child. Dapandont Paront shall mean a parent ol a member for whom a member is entitled, or would have been entitled, to claim a dependency exemption lor lederal income tax roporting purPoses. OPTION 2: 10 YEAR CERTAIN BENEFTT The member designales a beneliciary of his or her choice under this option. This option provldrs no b€nrrlt to spouse, dome8tic parlnar, daprndcnt child or dopsndont parGnls unl.33 chosen specifically as the beneficiary. IT IS IMPORTANT TO KEEP THE DESIGNATION OF BENEFICIARIES FORM UP TO DATE 18 l:VppNalheve4pns\runmary phdspd $.ml7wi8rni b€ach spd 03.2017.docx o o ACTIVE MEMBERS SUR BENEFTT FOR SERVICE CONNECTED DEATH This section describes the various ways and condilions the pension benefit can be paid. Eligibility is immediale upon becoming a member. Upon the death of a member resulling from iniury sutlered in thB line of duty, the ben€fit is payable as follows: oPTlOl,l 1: S:IANDARD BENEFIT tr Upon the death of the member, lhe surviving spouse or domestic parlner will receive the greater ol: (1)The pension which the deceased member wouH have been entitled under th€ provisions ol the plan (2)Eighly-fivo percent of the member's salary at the date ol his or her death ll there is no surviving spouse or domastic partner, or upon lhe surviving spouse's remarriage or death, or upon the domestic parlneds marriage or entry into another domestic partnership or death, the benelil set lorth shall be paiJ to the member's childran in equal portions to each child of the deceased member and shall cease wfien: (1)The child altains the age of 18, or (2)The child anains the aga ol 22, provided the child is a lull-time student in high school or college, or (3)The child manies or dies A legally adopted child shall have the same rights as a nalural bom child but no benelit shall be allowed to any stepchild ol a deceased member. ll there are no benerits payablo to a child or children, then lhe benelits set forth shall be paid to the dependent parent of lhe deceased member. Exceolions: Benefits shall continue to b€ paid to the member's surviving spouse on the surviving spouse's remaniage, instead o, to the membe/s children, if the member is killad in the line o, duty. lf the child attains the age ol l8 and is handicapped, the benefits will conlinue to the handicapped child unlil lhe handicapped child ceases to be handicapped. IN UEU OF THE STAilDARD BENEFIT, A iIEI,IBER II,IAY ELECT TO HAVE THE BENEFIT PAID AS FOLLOWS: OPTIOX 2: 10 YEAR CERTAIN BENEFIT tr Upon the death o, lhe member, the designated beneliciary will receive the benefit calculated lor the member under the provisions ot the PIan. This benelit will be paid lor a total of 120 months. This option provides no benefits to spouse, domestic parlner, dep€ndent child or dependent parent unless selected specilically as the beneficiary. 19 l:vppfttsnsver]rooa\srm[rary pla^\spd o3.2ot 7H8ml ba8$ spd 0il-201 7.docr o o o o o ACTIVE MEMBERS SURV ENEFIT FOR NON.SERVICE CONNECTED O This section describes the various ways and conditions the pension benelit can be paid. Eligibility is alter live (5) years of credilable pension service OPTION 1: STANDABD BENEFIT tr Upon the death ol the member, the surviving spouse or domestic partner will receive lOO% ol the bsnelil thal is calculaled under lhe provisions ol the Plan for one year, and thereafter the greater ol 75% ot the total benefil or 2506 ol the average monthly salary for the two highest paid years. All benelils cease upon the surviving spouse's remarriage or death, or lhe domestic parlner's marriage or entry into another domestic partnership or death. lf there is no surviving spouse or domestic partner, or upon the surviving spouse's remarriage or death, or upon the domestic partner's maniage or entry into another domestic partnership or death, the benelit set forth shall be paid to the member's children in equal portions to each child ol the deceased member and shali cease when: ( l) The child attains the age ol 18, or (2)The child attains lhe age of 22, provided the child is a Iull-time student in high school or college, or (3)The child marries or dies A legally adopted child shall hava the same rights as a natural born child but no benelit shall be allowed to any stepchild ol a deceased member. lf there are no benelrts payable lo a child or children, then lhe b€nelits set forlh shall be paid to the dependent parent ol the deceased member. Exceptions: ll the surviving spouse was married to the deceased member lor less than 10 years, or the domestic partnership was registered for less lhan 10 years, then the benefits are payable lor a p€riod no longer than the normal lire expectancy ol the deceased member at the time of death. ll the child attains the age ol 18 and is handicapped, the benerits will continue to the handicapped child until the handicapped child ceases to be handicapped. IN LIEU OF THE STANDARD BENEFIT, A MEMBER MAY ELECT TO HAVE THE BENEF]T PAID AS FOLLOWS: tr Upon the death o, the member, the designated beneliciary will receive the benefit calculaled lor the member under the provisions ol the Phn. This benefit will b€ paid lor a tolal o, 120 months. This option provides no benefits to spouse, domestic partner, dependent child or dependent parent unless selecled specifically as the beneliciary. m f:{ppNalnsv€.yone\surrmary danlspd g3-201 7\nlani b€ach spd 0}201 7.docx o OPTION 2: 10 YEAR CEHTAIN BENEFIT FETIRED MEMBERS BE At the time relirement, a member must complete a Parlicipant's Election o, Benefits lorm and select one (1) o, lhe lollowing beneficiary options: OPTION 1: STANDABD BENEFIT This oplion provides benelits to lhe speciried beneliciaries defined under the Plan Documenl as follows: Surviving Spouse shall mean the lawlully wedded spouse of a member lLiIg_.tq[LIhg!@EgI at the time o, the membe/s death. Domestic Partner shall mean a person with whom a member has entered inlo a domestic partnership as defined in the Miami Beach City Code and registered and documented according to the requirements of the Miami Beach City Code. Children in equal portions to each child of the deceased member and shall cease when: (1)The child attains the age o, 18, or (2)The child atlains lhe age ol 22, provided the child is a lull-time studenl in high school or college, ot (3)The child marries or dies A legally adopted child shall have lhe same rights as a natural bom child but no benelil shall be allowed to any stepchild ol a deceased member. Handicapped Child shall mean a child ol a member who has reached the age of 18 and who is primarily dependent upon the member lor the child's livelihood or support due to a mental or physical condition or handicap ol the child which requires, or olheMise would have required, the member to provide primary support lor the child. Dependent Parent shall mean a parenl of a member lor whom a member is enlitled, or would have been entitled, to claim a dependency exemption lor federal income tax reporling purposes. IN LIEU OF THE STANOARD BENEFIT: OPTION 2: 10 YEAR CERTAIN AND LIFE - The member desi gnates a beneficiary ot his or her choice under this option OPTION 3! LIFE OF MEMBER ONLY - There is no benelicia ry benefit under this option. OPTION 4: JOIi{T AND SURVIVOR OPTIONS - The member des ignates a benericiary ol his or her choice under this option. Thesc options provide no benefit to a spouse, domestic partner, dependent child or dcpcndent parents unless chosen specifically as thc bcncflclary, 21 f:VppNal[ev8ryon5\srrffiEry dan\spd 03.2017walni b€ach spd 0]2017,docx o o o O FETIRED MEMBERS SU This section describes lhe various ways and conditions the pension benefit can be paad. The benelit lhat is calculaled under the provisions o, the Plan is payable to the member lor his or her lile. OPTION 1: STANDARD BENEFJT tr NoRMALRETIREMENTBENEFIT: ll there is no suMving spouse or domestic parlner, or upon the surviving spouse's remarriage or death, or upon lhe domestic paflner's marriage or entry into anolher domestic partnership or death, the benelit sel torlh shall be paid to the membe/s children in equal portions to each child of the deceased member and shall cease when: (1)The child attains lhe age of '18, or (2)ThE child atlains lhe age ol 22, provid€d the child is a full-time student in high school or college, or (3)The child manies or dies A legally adopted child shall have the same nghts as a nalural born child but no benefit shall be allow€d lo any stepchild ol a deceased member. lf there are no benefits payable to a child or children, lh6n the benefits set forth shall be paid to the dependent parent ol the deceased member. Exceplions: lf the surviving spouse was married lo the deceased member lor less than 10 years, or the domestic parlnership wes registered lor less than 10 years, then the benefils are payable for a period no longer than the normal lile expectancy ol the dec€ased member at lh€ time of death. lf the child attains the age ol 18 and is handicapped, the b€nefits will continue to the handi{:apped child until the handicapped child ceases to be handicappod. 22 o o l:{ppNall\everyone\sunmary plan\spd 0}201 Tvriarn, b€ach spd 0}201 7.docx Upon lhe death ol the member, the surviving spouse or domsslic partner will receive 1007" ol said benelit for one year, and therealter the greater ol 75"/" ol the total benelit or 25olo of the average monthly salary lor the lwo highest paid years. All benerits cease upon the surviving spouse's remar age or dealh, or the domestic partner's marriage or entry into another domestic partnership or dealh. RETIHED MEMBERS SU IN LIEU OF THE STANDARD BENEFIT, A MEMBER MAY ELECT TO HAVE THE BENEF]T PAID AS FOLLOWS: OPTION 2: tr 10 YEAR CERTAIN AND LIFE: This option providBs payments lor the member's lifetime. lf the member should die betore 120 paymenls are made, lhe payments will continue to the member's designated beneficiary until a total of 120 paymsnts have been made. This optaon provides no benefils lo spouse, domestic parlner, dependent child or dependent parent unless chosen specifically as the beneliciary. THE FOLLOWING OPTIONS ARE ALL BASED ON THE ACTUARIAL EOUIVALENT OF THE 10 YEAR CERTAIN AND LIFE BENEFIT: OPTION 4: tr JotNT AND suRvtvoR 250/"Under this option, a reduced monthly pension is payable during the member's liletime. The membe/s designated beneficiary, il living at lime of lhe membe/s death, will teceive 25o/o of lha member's benelit lor as long as the beneliciary lives. This option provides no b€nefits lo spouse, domestic parlner, d€pendent child or dependent parenl unless seleclsd specilically as the beneliciary. 509',o Under this option, a reduced monthly pension is payable during the member's liletime. The membe/s designated beneficiary, il living at lime of lhe member's death, will receive 5O7o of the member's benelit lor as long as lhe beneliciary lives. This option provides no benelits to spouse, domestic partner, depBnd6nt child or dependent parent unless selecled specilically as the beneficiary. 66y,v"Under this option, a reduced monthly pension is payable during the member's lifetime. Th6 member's designated beneliciary, if living at time ol the member's death, will receive 6tAo/c ol the member's benefit lor as long as the beneliciary lives. This option provides no benefits to spouse, domestic parlner, dBpendent child or dependent pafent unless selected specifically as the beneficiary. 750,'o Under lhis option, a reduced monthly pension is payable during the membe,'s lilBtime. The membe/s designated beneticiary, il living at time of the member's dealh, will r*ewe 75"/o ol the membe/s benelit tor as long as the beneficiary lives. This option provides no benefits to spouse, domestic padn6r, d6p€ndenl child or dependenl parenl unless selected specilically as the beneliciary. Anylhing herein to lhe conlrary notwithslanding, the non-spousal benefit may be limited by law. 23 l.Vppl'tslnover],o{E\sumrnary planlspd 0}2017vnlami beach spd 0}2017.docx o o o OPTION 3: El LIFE OF MEMBER ONLY This oplion provides payments lo the member as long as the member lives. All benelits cease upon the member's death. There are no beneficiarv bcnelits under thie ootion. o PRESENTING CLAIMS Claims Procedures lf a member is eligible for any benefits from the Plan, the member will be provided with a notilication form showing the approximate amount ol the member's benefit and ths sadiest date on which such benelit is payable. The membe/s requesl lor plan benelits shall be considered a claim for plan benetits, and it will be subject to a lull and lair review. Claims lor benelils under the Plan must be liled in writing with the Board of Trustees (Plan Adminiskatoo. The Plan Administrator will supply the necessary lorms for the proper liling ol the claim. ll the claim is such that there is no special form, a letter should be addressed to the Board ol Truslees and mailed to the Plan address. ll lhe member's claim rs denied in whole or in pad, the Plan Administrator must fumish the member with a writtBn nolica ol the denied claim. This written notice must be provided to the member within a reasonable period of time. The writlen notice must contain the ,ollowing inlormation: . The specilic reason or reasons lor the denial. Specific relerence to those plan provisions on which the denial is basad. A description ol any additional inlormation or malerial necessary to correct lhe member's chim and an explanation ol why such material or inlormation is necessary. Appropriale intormation as to the steps lo be taken il the memb€r wishes to appeal the denied claim Claims Review Procedure Upon the denial of lhe member's claim for benelits, the member may appeal the denied claim, in writing, with the Plan Adminislrator. The member musl submit an appeal lor review no laler than 30 days after the member received writlen notilication ol the denied claim. The member may review all pertinent documents relating to lhe denial ol the claim and submit any issuas and comments, in writing, to the Plan Administralor. The member's appealed claim must be given a full and fair review. 24 lvppfEangvsrlene\5firflary plan\spd 0:].2017vnlrmi b€*h 3pd B20l7.docx o o COU.EqITYE-EAEGAINING Cerlain members covered by the Plan are members ol lhe tollowing collective bargaining units: . lnternational Associalion of Firerighlers, Local 1510, AFL-CIO-CLC , Mhmi Beach Fratemal Order ol Police - William Nichols Lodge No. I For lhe contract period ol October 1, 2015, through September 30, 2018, various pension changes were negotiated. These pension changes were adopled by the City Commission on September 27, 2016, by Ordinance No. 2016-4035. Some ol these changes are: Creditable pension service transferred from the Miami Beach Employees Retirement Plan is considered creditable pension service in the Fire and Police Pension Plan. Changes in lhe overtime limit calculation lor Pollce members who self-demote. Changes to the Deferred Retirement Option Plan (DROP). Maximum parlicipalion period increased lo eight (8) yearsz Cost of Living Adluslment Change to the purchase period ol Pre-employmenl Military Time o o Change in eligibility to retire for Tier 2 and Tier 3 New Tier 4 lor membars employed on or after the date ol ratilication ot the respective collective bargaining agreements. NON.ASSIGXABILIY No pension provided for herein shall be assignable or subject to gamishmenl lor debt or to other legal proc6ss, and no pension provided for herein shall be subject to any deductions or assessments by the City ot Miami 8each, Florida, nor shall any benelits hereunder be altered or modified in any respect due lo the tact that any member may be the recrpient of any benefils from any other pension. ln accordance with Florida Statutes 175.241 and Florida Stalutes 185.25 and lhe anti-alienation provision in our Plan, Domeslic Relations Orders, qualified or otherwise, cannot be enforced by our Plan. However, pension benelits are subiect to legal process to satisly income deduction orders and IHS tax liens. The Plan does have a provision relating to oflsets for Workers' Compensation benefils paid by the City to a member who retired on a Service Connected Disability for the same condition for which Workers' Compensalion benelils are being paid. Otfset for Workers' Compensation is limited lo the exlent by which the total of Workers' Compensation benefils and disability benefits exceed 10O% ol average monthly wage as delined under Workers' Compensation. 25 f:VppttansvsrF.ro\smnary plsn\spd 03.2017vr*ml b€3ch spd 0$2Ol 7.docx o o o IIdPOBIAIILNOIICE There are certain circumstances which may result in the disqualilication, ineligibility, denial, loss, lorfeilure or susp€nsion ol benelils in this Plan. The lollowing is a list ol these circumslances: WITHDPAWAL OF CONTR lf a member leaves the employment ol the City and withdraws his or her contributions plus interest, the member ceases lo be eligible lor benelits. cEssaltonloE-eExsloil The pension plan has a provision which provides for cessation ol pension as follows: Upon a member's conviction ol a lelony and actual incarceralion in a penitentiary, any pension being paid to the member under this PIan shall be paid to the member's spouse or children as herein prescdbed lor a deceased memb€r under this article, until the member's otficial release rrom incarceration, then, the pension will be paid lo lhe pensioned member again. EOBEEIIUBEOE.EENSION Florida Statutes, Seclion 112.3173 provides lor the lorieiture of retirement benelils by public otlicers or public employ€es who are convicted ol (including a plea ol guilly, a plea of no conlest or a jury verdict ol guilty when adjudicalion is withheld and probalion is ordered), or whose otfice or 6mploym6nl is terminated by reason ol his admitted commitmenl or, cerlain oftenses, to-wit: 1. commitling, aiding or abetting ol an embezzlemenl ol publac lunds the commitling, aiding or abetting of any thett by a public ollicer or employee lrorn an employef bribery in connection with the employment of a public ollicer or employee any felony specilied in Chapter 838, Florida Statutes (bribery; misuse of public office) the committing ol an impaachable olfense the commitling ol any felony, willfully intended to de,raud the public or the public agency of lhe right lo recBiv€ lailhlul parformance of duties, where a prolit, gain or advantage through lhe use or anempted uss ol the power, rights, privileges, duties or positions ol the public otfice or employnenl as realized, obtained or attempled to be realized or obtained. RE-EXAMINATION OF P The Board of Trustees sflall have the power lo examine into the facts upon whach any pensions are grantcd under this Plan and to ascerlain il any pension has been granted or obtained erroneously, fraudulently, or illegally lor any reason. Said Board shall also be empowered to purge the pension rolls ol any pensions granled under this Plan, i, lhe same are lound to be erroneous, lraudulenl or illegal tor any reason; and to reclassiry any pensioner who, under this Plan, is erroneously, improperly or illegally classified. 26 l:Vppf$an8v€r'Fns\sumrn8ry plsn\spd 03-201Twidr bsech spd 03m17.docr 2 3 4 5 6 o RECOVERING FBOM DIffi ln the event a member who has been retired on a pension on account ol permanent and tolal incapaclty regains his or her health and is found, by the Medical Board designated by the Board of Truslees of lhis Plan, to be in such physical and mental condition as lo meet the requirements ol the Personnel Department for service acceptable to the City, the Board shall order his or her pension discontinued, and he or she shall be ordered to resume active service in the dBpartment lrom which he or she was relired at the same or similar work as thal at which he or she was employed prior to the disability retiremenl or at any other work within the limits ot his or her physical or mental capabilities at a rate of compensation not less than seventy percent (70old ol the pay at the time ol his or her return to aclive service for the classilicalion occupied by him or her prior to the disabilily retarement. Upon request ot the Cily Manager, the Board shall review the condition of any member receiving a pension for disability and shall submit to the Cily Manager a repo( thereon; and il there shall be substantial evidence that the retired member is cepable ol perlorming service acceptable to the City in the Department lrom which such member was retired, he or she shall be ordered to resume aclive duties and his pension shall be discontinued. tBs_ouauElcaltox The Defened Benetit Plan is meant lo comply with the provisions ol the lnlemal Revenue Code. The Board of Trustees will take no action which may jeopardize the qualilication ol the Plan. 27 l:VppftSal0gvsr]rooa\sutmary pls spd O]20 l 7w8ml b€rch spd 0]2OJ 7.dcx o o o IEBIflNAIIAN-aEfL/Atr ln case of termination o, the Plan, or in the event ol the discontinuance of contributions thereunder having the eflect ol such lermination, lhe rights ol all memb€rs ol lhis Plan to benelits acc.ued lo the date ol such termination or discontinuance, to the extenl then tunded, shall be non-lorleitable. o o CITY PENSION FUND FOR FIREFIGHTERS AND POLICE OFFICERS IN THE CITY OF MIAMI BEACH FINANCIAL DATA SUMMARY SEPTEMBER 30,2016 AND 2015 o APPENDIX A CITY PENSION FUND FOR FIREFIGHTERS AND POLICE OFFICERS IN THE CIW OF MIAATIBEACH Statements of Fiduciary Net Position o 201 6 201 5 A55ETS Cash s 20,951 5 72,795 Recelvabtes: Receivabte for securities sotd Accrued interest and dividends 1,754,543 2,718,O07 99,050 2,367,546 Total Receivables 4,472,550 2,466,596 lnvestments, at fair value: Short.term investmefl ts U.5. govemment securities Common stocks Domestic equity fund lnternationaI equity fund Domestic fixd inco.ne lnternationaI fixed income Rea[ estate fund Mutuat funds setf-directed DROP participants 5,860,046 64,658,441 342,649,084 76,730,314 29,484,393 175,131,161 47,144,O78 42,306,906 19,626,380 1 2,821 ,546 30,501,825 307 ,2.19 ,899 65,861,793 25,794,216 208,341,514 46,795,751 40,287 ,617 11,437 ,167 o Total lnvestments 803,591,005 748,56r ,343 LIABILITIES Accounts payabte Payabte for ecurities purchased 392,6E0 1,267 ,694 395,095 18,141 Total Liabilities 1,660,371 433,236 Net P6ition Rlstricted for Pensions s 805,424,132 S 750,617,498 The orr.ompanying notes ore on integrcl part of these linoKiol stotements. o september 30, Total Asrts 806,084,506 751,050,734 o CITY PENSION FUND FOR FIREFIGHTERS AND POLICE OFFICERS IN THE CITY OF MIAMI BEACH Statements of Changes ln Fiduciary Net Position Years ended September 30,7016 2015 a00tnoNs contributions: City Share ptan s 34,850,092 5 120,549 33,028,839 120,549 34,970,641 33,149,388 Employees: Contributions Buybacks 5,668,857 275,557 Total Employees 5,984,397 5,944,414 40,955,038 39,093,802 lnvestment income: Net appreciation (depreciatim) in fair value of investments lnterest and dividends 56,6?6,732 17,156,573 (8,1 70,202 ) r 7,319,651o Total lnvestment lncome Less: investment expenses 3,244,O05 9, t49,451 3,460,118 Net investrnent income 70,539,300 5,689,333 Tot l Additions 1,l1,494,33E 44,783,135 DEDUCIIONS Benefits paid Participants' contributions ref unded Administrative expenses 54,861,660 826,O44 62,600,U0 %,676 m,493 Tot lDeductions 55,687,7U 61,464,709 Net lncrease (Decreas€) NET POSITION RESTRICTED FOR PENSIONS B€glnnlng of Period 55,806,634 (18,681,074) 750,617,498 769,298,577 s 806,424,132 5 750,617,498oEnd of Period me olccompofiying notes ore an integrol port ol these finoncial stotements. Total Employer 5,706,014 278,383 Totat Contributions 73,783,305 CITY PENSION FUND FOR FIREFIGHTERS AND POLICE OFFICERS IN THE CITY OF MIAMI BEACH ACTUARIAL VALUATION SUMMAHY ocToBER 1,2015 o o oAPPENDIX B Toble I o City P.niio,r Fund for Fircfightcrs rnd Police Ofnc!rs in the Ci.y of iUiEmi Bcoch Summan' oI Pension Fund Cosls es ofOclober l- 2015 Prior Assumptions Currani Assumptiont 'h ot Proic.t.d Ptlsionahlc P!rroll Cosl Dr la o/c oI Proj..tcd Pcnsioorblc Par roll A. Panicipant Dat0 Summilr) (Tablc lll) l. Actiic Emplolr.cs 2. Tcrminatcd Vested 3. Rcceiring BcnefiE (including DROPs) 4. Totll Annual Bosc Polrull' 5. Annual Pcnsionablc Palroll: 6. Projected Annurl Pensionablc Po)mll' 7. Projected Annual Pensionablc Pa!mll including DRoPr B- Tolal Normal Cosls l. Age Rctircmcnt BcncfiB 2.'Icrmination Bqncfits 3. Dcath Bcnelits .1. Disabilit) BenefiE 5. Estimatcd Expcnscs 6. Totrl Annusl Normol CosLs Total Actuarial Accrucd l.,iabili[y l. Agc Rctiremcnt BencfiLs Acti\c Emplolccs 2. l'crminarion Bcnelits Activc Emplolc€s 3. Dr-Jth Bcncfits Activc Emplolees 4. Disability Ecnetits Acti\'c Emplo)('!s 5. Rctircd or'l'crminatcd vcstcd Prnicipants Recciring Bcnsfi ts (including DROPs) 6. l crminatcrj Vcsted PunicipanLs EnlitlLd to Futurc B!'ncfits 7. De'ceascd PanicipanLs ufhosc Bcncficiarics arc Reccir ing Bencfits 8. Disabled Panicipants Rccciving llcnclits 9. Miscellancous Liqbility (Rcfunds in Process) 10. Total Actuarial Accrucd Liabilitv s tE.{65.199 s t8.581.095 737.r{7.150 E 8ti.E96 7.10.928.052 {.1 5 2.9It 7 1.30,,o ,r. r83.i72 220.387.588 r.552.353 t.l t6.967 l0.l{6.761 385.396 5 1..1% 2.3o/o t8.t% 2t1 -327 -OO7 1.526.106 l. t9l.lE6 9.8J9,950 355.8eb 5.to/o 2.0.,,o 16. I 9'o s 508 20 721 {7.73 t..t58 59.12,r.1t.r 61.075.210 69,610,499 N*/A N,A N,A 78.19'o 96.E9',o 100.0! 6 I 14.04; t4-267-562 988.J7J .16823{ 2.079.332 711.493 t{.56E.9J8 7 ,955 506.75t t.920.?19 771-49t s 1.056.036.357 Cosa D.ts 508 20 72t {7.73t.458 55.36E.J9t 57. t95.65 t 65.710,911 NA ir''A 83.5",',o $ 96.Ee6 t00,0ea I l4.ge',o sS15.5" o 1.2"o 0.9"; i.,l9i, I .Jqi) l?.3e 6 23..1o 6 1.69b 0.80 i, 3.49',o 1.39'" 30.Job l2l3. t% 6.It9'o a s 38.373.3i3 4?.759.19E 0 38,52 t.088 42.956.28r 0 63.tyo 70.\vo O.0"/o l'133.11s 61.tl'o '14.8o/o 0.$Yo 1816.4v"s l.05E.ll .2r2 t fotal lnnuol Base Pa!rull - Pnnicipnt's 6osc pay (hrclud,zg solon. pren iur.s ond longe$t)) ot snuplhot dote of S.prcnber J0th incrcascd b)' ottunQd trlo4 inareotct to rcJlec! Fr trr,eoses thdl arc utuolh grontad in Oclober Preniuns are an1'soloq'or po1,on \'hich lontarit) is colculated. : ,lnnuol Pensioqoble Poyroll - Annuol Bose Pot'toll l@ded 16".; h .elect esti,rrdtcd other pays included in pensionoble py under the prior ossumptio,ts and prticipnt's pcnsionable pt at o snopdote of kplembt lqtlt increarod b| astumed solo4' incrcoscs under lhe cufient alttumptiont. ! Projected Annuol Pensionoble Pavroll - tnnwl Percionoble Poyoll yoycted to the eod oflcar (aad heginning olJiscol )eot Ior vhich the cit) contributionr are determined) 4, osswning an ggrcgate incredsc in pq'ro of J lt " ' Prcjected -.tnnral Pensionable Poltoll including DROP - Projected ,lnnuol Pensionoble Poyoll plus DROP prlicilnnts F) ot snopshot dote of Szptenbcr 30th intreoted h1, assuned salom iacrcases to rcJlect p4 increoses thot orc usuolly gronted in October anl then p?ojected to the .nd of fie )'ear atsuming an agtr.gote incrcote in pAroll of J 3rb, o Gobri.l Rocdsr Smr.h & Compirnt Tablc I (Con.'d) D. Asscts (Table V) L SrDoothcd Acruarial Value ofAsses 2. Ma*et valuc oIAssels E. Unfunded Acluarial Accrucd Liability (c. - D.l.) F. Preliminary Minimum Required Contribulion l. Total n-ormal Cost (including expenses) 2. Amonization of Unfundcd Liabiliq 3. Inrercst Adjusrment .1. E\pectcd Scruicc Buyback 5. Toul Prcliminary Minimum Requircd Conlribution I . Cir)' 2. Stare (Sharc Plan) 3. Member l. City Contribution (o'o of Projccted Annual Pensionable Payroll including DROP) J. Actuarial Gain (Loss) K. Actuarial Present Valuc of Vested Accrued Benefi6 I. Retircd, Tcrminated Vested, Bencliciaries and Disabled Receiving Bencfis (including DROPs) 2. Terminstcd Vested PaflicipanB Enthled to Fururc Bcncfir and Misccllancous J. Acrive PanicipanE Enritlcd lo Furure Benefits 4. Tol,sl Actu8rial Present value ofvestcd Accrucd Bcncfits L. Unfundcd Actuaial PrEsent Valuc ofvested Accrucd Benclis (K. - D.2., not less than zero) City Pension Fuad for Firefightcrs and Police Olliccrc in rhc City of Ilirmi Bc.ch Prior Assum lons 7o of Projccrcd Cost Pcnsionlblc D[ta Putrrll s 759,327,61{ s 750.6 r7,498 s 296.708,743 i r8.800 s 299.r56,628 ll27.60o S l3l2.,loo S 12J3.300 r229.000 o Currcnt Assumptions Cost Dsls 759,327,611 750,6 r 7,198 lE,5E t,095 2 r .205.E32 224,47 5 161.59r 9'o of Projtctcd Pcnrion!bl. Pllr roll .189.8" o 10.40 o 34.70o 0.400 0.loo 65.80 0 l00.0oo s t8.485.399 2 I,I 45.525 2 n,5tt 152.263 s i5.417,907 s 120.519 s 5.746,r47 s 35,447,907 s (t.615,019) 1. | 52.987 t62,060,779 s 131,875,969 76.2. o s 19.991.775 s 40.173.993 s 57.195.65 r r00.000 s 6 r.075.230 S G. Expected Payroll ofActivc Employees for 2016-2017 Fund Ycar (A.6) H. Contribution Sourccs for Fiscol ycrr Endirg Scptembc. 30, 201 7 o 62.00 o S 0.2qo s 10.000 s 35.2{7.1 r7 r20,549 6,B r,868 57 .7o o 0.20 o 10.000 53.90 S ( r5. re o) 5 35.2,17,1l7 (t,645.0 t 9) 50.600 ( l{.2q0) s EI8.279.70r 1430.7qo S 822.405,421 1346.50o 7.3qo 2t3.3c'o 6.Eoo 273.3o o 4. t$.i72 t66,903.538 s 9t4,193,467 t72t.30i, S 993,492,331 1626.7o " 212,E71,833 75.60,.0i!|. Vestcd Benefit Sccuriry Ratio (D.2. K.) Cabricl Rocdct 5mith & Compcoy {08.9.6 S N,A 391 .70 0 o Summrrv of Rctirement Plan Costs ai ofOctober l. 2015 32.ioo i7.000 0.40 o 0.3.. 69.9" o o o Citl'Pension Fund for Firefighters and Police Officerc in the City of Miami Beach Actuarial Valuation as of October I 20t5 Stale Requircd Exhibit - All Members r 0/01/201{ Prior Assumptions l0/01/2015 Table XIX Current Assumptions l0/0r/2015 A. Part icipant Data I . Active panicipants 2. Retired participants and beneficiaries receiving benefi s (including DROPs) 3. Disabled participants receiving benefis 4. Terminated vested panicipants 5. Total Annual Base Payroll 6. Annual Pensionable Payroll 7. Projected Annual Pensionable Payroll 8. Annual benefits payable to those currently receiv ing benefits (including DROPs)s s7.850,409 $ 60.900,968 $ 60,900.968 187 650 57 t6 s 42,548,459 S $ 49,356,212 $ $ 50,491 ,405 S 668 56 20 47,731,458 $ 55,368,49r $ 57,195,651 $ 508 668 56 z0 47.73 r,458 s9,124,t34 61,075,230 508 l. Smoothed Actuarial Value 2. Market Value I . Actuarial present value of luture expected benefit payments for active members a. Retirernent benefits b. Vesting benefis c. Death bencfits d. Disabiliry benefits e. Total 2. Actuarial present value offuture expected benefit payments for terminated vested members 3. Actuarial present value of future expected benefit payments for members currently receiving benefis a. Service retired (includes DROPs) b. Benellciaries c. Disability retired d. Miscellaneous e. Total s 3,027,059 $ 4,152,987 S 4,r83,372 s 72t,s67.277 $s 769,298,572 S 759,327,6t1 $ 750,6 r7,498 S 7 59.327 .614 750,61 7,498 $ 336.443,744 $ 7,768,794 5.595,6 r 3 26,474,372 366,476,918 8.744,014 6.1 88,666 2E,900,9 l4 s 359,044,505 l].336,0il 5,63 I ,61 9 29.599.417 $ 711,54r,488 S 32,t92,094 4?,753,280 0 737,t47,t50 $ 18,373,353 42,759,t98 0 740,928,052 38,52r,088 42,956.281 0 $ 7E6.486,862 $ 8r8,279,701 $ 822,405.421o Gabriel Rocder Smith & Company Value of Assets C. Liabilities s 376,282,523 $ 410,310,512 $ 407,6u,552 Table XIX (Cona'd) Cily Pension Fund for Firefightcrs rnd Police Officers in ahe City of MiDmi Beach Actuarial Valuation as of October I 2015 Stale Required Ex ibit - All Members t0/01/20t{ s 1,165,796.444 S s r,009.620,762 S s 288.053.485 S 17,003.590 2 l,801,554 r 86.270 l]5,730 o o Current Assumptions l0/01/2015 4. Total actuarial present value of future expecled benefi t paymenls 5. Actuarial accrued liabilities 6. Unfunded actuarial liabilities D. Stalement of Accumulalcd Lund Benefils l. Actuarial present value ofaccumulated vested benefiu a. Participants currently receiving benefits b. Olher panicipants c. Total 2. Actuarial present vaiue ofaccumulaled non- vested fund benefis 3. Total actuarial present value ofaccumulated fund benefits E. Pension Cost l. Total normal cosl (including admin expenses) 2. Payment required to amonize unfunded Iiability 3. lnterest adjustment 4. Expected service buyback 5. Total required contribution 6. ltem 5 as a percentage ofprojected pensionable payroll 7. Estimated employee contributions 8. ltem 7 as a percentage of projected pensionable payroll 9. Estimated Stale contributions 10. ltem 9 as a percentage ofprojected pensionable payroll I l. Net amount payable by City 12. Item I I as a percentage ofprojected pensionable payroll | .232.7 43 .200 S r,056,036,157 S 296,708,743 S r,234,200.3,r5 1,058,484,242 299. t56.628 S 786.486.862 t64.422.220 s 8r8,279,70r S I 66.213,766 822,405,431 171,086,9t0 s 950,909,082 S 984,493,467 S 993,492,33 r s 7,556.368 S 9,068,824 $ 9,431.784 s 958,465,450 S 993,562,29t S r,002,924,il5 S S t8,485,399 S 2r, r45,525 2r 1,588 t52.263( S S S 39.129,244 77.5o o 5,058.576 10.09.o 120,549 0.2d o 14,850,092 69.00.0 39.994,77s S 69.9o,ir 5,746,t47 S 10.0q6 120,549 S 0.2o.b 33,447,m1 S 62.0r/o 40,t13,993 65.89; 6,l3 1.868 10.0olo r 20,549 0.2oi 35.241,3t7 57.1oto S S S S Gabricl Roeder Smirh & Company o Prior Assumptions t 0/0t/2015 r8.58 t,095 2 r,205,832 224,47 5 162.59t o o Table XIX (Cont'd) Citl' Pension Fund for Firefighters and Police Officers in the Cit)' of Miami Beach l0/01/2014 Prior Assumptions l0/01/2015 Currcnt Assumptions l0/01/2015 F. Past Contributions l. Total contribution required (prior valuation) 2. Actual contributions made: a. Members b. City c. State d. Total s 37,865,791 $ 39.r29.241 S 39,t29.244 G. Disclosure of Follo*'ins Items: I . Actuarial present value of future salaries excluding DROP payroll - attained age 2. Actuarial prcsent value offuture cmployec contributions - aflained age 3. Actuarial present value of future contributions from other sources {. Amounl of active members' accumulated contributions 5. Actuarial present value of future salaries and luture benefits at entry age 6. Actuarial prcsent value of future employee contributions at entry age s 5.668,857 33,028.839 120.549 s 18.8 1 8.245 $ 419.556,845 $ 482.237,706 S s90,869.479 $ 41.955.685 $ 48.560.369 $ s9.437,078 NA NA N,A $ 52.202,964 S 52,4 r 8,4M $ 52.4 r 8,404 NA l\{1A NA r'.N A NA NA N/A N/A N/A N/A NA n\'A N,A NA o Cabricl Rocdcr Smith & Company Actuarial Valuation as of October l. 2015 State Reouired Exhibit - All Members Table XIX (Cont'd)o l0/01/201{ Prior Assumptions l0/01/20r5 Current Assumptions l0/0r/20r5 A. Panicioant Dam I . Active panicipants 2. Retired panicipans and beneficiaries receiving benefi ts (including DROPs) 3. Disabled participants receiving benefits 4. Terminated vested panicipants 5. Total Annual Base Payroll 6. Annual Pensionable Payroll 7. Projected Annual Pensionable Payroll 8. Annual bcnefits payable to fiose cunently receiving bcnefi ts (including DROPs) B. Liabilities l. Actuarial present value of future expected benefit payments for active members a. Retirement benefits b. Vesting benefits c. Death benefits d. Disability benefis e. Total 2. Actuarial present value of fulure expected benefit payments for terminated vested members 3. Actuarial present value olfuture expected benefit payments for members currently receiving benefits a. Service retired (includes DROPs) b. Beneficiarics c. Disability retired d. Miscellaneous e. Total $ 24.105.607 $ 25.197,936 $ 25,r97,936 s ,26t,937 ,45 t,978 . r95.339 ,7 t7,969 $ r30,623,536 5,607,422 2,27 t,194 il ,1 8E,976 $ t37,627,223 $ t52,260.9t0 $ r49,69r,r28 $ 926,219 $ 901,153 $ 909,052 159 $ rs.902,683 $ l8.447.rl2 s r8.87r,396 173 274 8 6 $ r 8,25 r,493 S $ 2t,t71,732 $ $ 21,870,399 $ 173 274 8 6 I 8.25 1,493 2t,20t,666 2 1 ,90 t,32 1 ?72 8 5 o ?2 3 2 9 s 313,031,r21 r4,002.933 6,727,408 0 $ 32r,423.084 r 5,385,583 6,768,434 0 g 323,073,671 t5,446,457 6.796,996 0 $ 333,761,462 S 343,577,101 S 345,317,124 Gabricl Roedcr Smith $c Company o City Pension Fund for Firefighters and Police Officers in the City of Miami Beach Actuarial Valuation as ofOctober 1.2015 Stste Reouired Exhibit - Fircfishters s 134.796,741 3,988,906 2,508,885 10,966,378 Table XIX (Cont'd) O o City Pension Fund for Firefighters and Police Ollicers in the Cit)' of Miami Beach Actuarial Valuation as of October I 2015 State Required Exhibit - Firefiehters l0/0t/201{ Prior Assumptions l0/01/2015 Current Assumptions l0/01/2015 4. Total actuarial present value of future expected benefi t payments 5. Actuarial accrued liabilities l. Actuarial present value ofaccumulated vested benefits a. Panicipans curentl)' receiving benefiu b. Other panicipants c. Total 2. Actuarial present value ofaccumulated non- vested fund benefits 3. Total actuarial present value of accumulated lund benefits D. Disclosure of Followinc ltems: I . Actuarial present value of future salaries - anained age 2. Actuarial presenl value of luture employee contributions - attaincd age 3. Actuarial present value olfuture contributions from other sources rl. Amount of active members' accumulated contributions 5. Actuarial present value of future salaries and future benefits at entry agc 6. Actuarial present value of future employee contributions at entry age $ 386,468,729 S 396,624.608 $ 399,8t0,723 $ 2,686.175 $ 3,414.1r4 $ 3,447;t24 $ 389.154,904 $ 400,038.722 S 403.258,447 s 168.443,517 S t99,004.711 $ 228.284,632 NA NA N,A s 1s,045,934 $ r5,662,907 $ r5,662,907 NA N,A NA N,A $ 472,314,904 $ $ 409,206,577 $ 496,739.164 $ 421,432,185 $ 495,917,304 424,227,039 $ 333,76r,462 52,707,267 $ 343,577,t01 53.047,507 s 345.317.124 s4,493,599 o Gabricl Roedcr Smith & Company N.A NA C. Statement of Accumulated Fund Benefits $ 16,844,352 $ 20,033,553 $ 22,959,027 Table XIX (Cont'd) o l0/0r/20r{ Prior Assumptions l0/01/2015 Current Assumptions l0/01/2015 B. Liabilities L Actuarial present value of future expected benefit payments for active members a. Retirement benefits b. Vesting benefits c. Death benefis d. Disability benefits e. Total 2. Actuarial present value ol future expected benefit payments for terminated vested members 3. Actuarial present value of luture expected benefit payments for members currently rcceiving benefits a. Service retired (includes DROPs) b. Beneficiaries c. Disability retired d. Miscellaneous e. Total s 33.743.802 S 35,703.032 $ 35,703.032 378 49 il s 26,645,776 $ 30,909.100 s 3 r.620,009 $ 214.t81.807 4.3I6.8t6 j,400.274 16,756,403 335 394 48 l4 s 29,479,965 $ 34, r96,759$ 3s,325,2s2 s 23r.680.177 4.755,108 3,679.781 17,934,516 335 394 48 t4 $ 29,479,965 s 37.922,46E $ 39,173.909 $ 228,420,969 7,728,589 3,360,425 I 8,410,44 I o $ 238.655,300 $ 258,049,602 S 257,920,424 s 2.r00.840 $ 3.251,834 $ 3.274,320 $ 398,5t0.367 t8,t89,t6t 36,025,872 0 $ 415,724,066 22.987,770 35.990,764 0 $ 417,854,381 23,074,631 36, r59,285 0 s 452,725.400 S 474.702,600 $ 4't7,088,297 Gcbricl Rocder Smith & Company o City Pension Fund for Firefighters and Police Oflicers in the Ci(v of Miami Beach Actuarial Valuation as of October l. 2015 State Reouired Erhibit - Police Officers A. Panic ipant Data l. Active paflic ipants 2. Retired panicipants and beneficiaries receiving benefi ts (including DROPs) 3. Disabled participants receiving benefits 4. Terminated vested participants 5. Total Annual Base Payroll 6. Annual Pensionable Payroll 7. Projected Annual Pensionable Payroll 8. Annual benefits payable to those cunently receiving benefits (including DROPs) 328 Table XIX (Cont'd)o I0/0 t /201{ Prior Assumptions t0/0t/2015 Currcnt Assumptions l0/01/2015 l. Actuarial present value of accumulated vested benelits a. Panicipans currently receiving benefits b. Other panicipanr c. Total 2. Actuarial present value olaccumulated non- vested lund benefits 3. Total actuarial present value of accumulated lund benefits L Actuarial prcsent value ol future salaries - attained age 2. Actuarial prcsent value of future employee contributions - anained age 3. Actuarial present value of future contributions lrom other sources 4. Amount ol active members' accumulated contributions 5. Actuarial present value of future salaries and futurc benefis at entry age 6. Actuarial present value of future employee contributions at entry age s 564,440,353 S 587,868,859 $ s93,681.608 $ 4,870,193 $ 5,654,710 $ 5,984,060 s 569.310,546 $ 593,523,569 S 599,665.668 $ 251,1r3.328 S 283.232,995 $ 362,584,847 $ 25. r l 1,333 $ 28,526,816 $ 36.478,05 l NA NA N.A $ 37. t57,030 S 36.755,497 $ 16.755,497 NA N,A NA N'A $ 693.48r,540 $ 600,414,r85 s 452,725,400 $ 1il.7t4.951 $ 736,004,036 $ 632.603,972 $ 474,702.600 il 3. r 66,259 $ 738,283.04r $ 634.257.203 $ 477,088,297 il 6,593,3 1 1 o o Gabriel Rocdcr Smith E< Comprny N,,A NA City Pension Fund for Firefighters and Police Ollicers in the City of Miami Beach Actusrial Valuation as ofOctober l. 2015 State Required Exhibit - Police Ollicers 4. Total actuarial present value of future expected benefit payments 5. Actuarial accrued liabilities C. Statement of Accumulated Fund Benefits D, Disclosure of Follou,in{r ltems: Table XIX (Cont'd) Ciry Pension Fund for Fircfighlcrs.nd Policr Omcrrs in thc City of lllirmi Ecach Strrc Reouir.d Erhibit Amonization balarces are *'ritten down in proponion to amonization payments. Prior Assumptions Amonizarion Pavment t0/01/1001 | 0/01/2002 r0101/2003 l0/01/2001 l0/0 t/2004 r0/01/2005 l0/0 | /2005 r0/0t/2005 I0/01/2006 r0i0t/2006 l 0/0 t/2007 t 0/0 r/2008 r 0/0 t/200t t0/0 t/2009 l0/0 t/2009 t0i0t/2010 l0/0 t/20 t0 l0 0l 20t I 10,01,2011 r0 0t'20t I r0,0r,20r: 10,0r.20r2 l0'0 r 20t2 10,0 r/20 r l r0,01 201l r 0,0 r,2014 10,01/2014 l0 0l/2015 10,01r2015 t.009,954 I,l0t,78i 9t.532 2,75 5,5.r I 2.851,733 (2.450,998) 492.,995 1.t30,740 (357.4 r 1) r,547,t7t r,752,599 406,385 2,2J3.0 t7 1.555,651 4.17?,226 291,07 5 t.l I t.300 ( t95,091 ) r,077,395 t.9t6,4t5 4tt,24't r.620,298 .2lE,iEE) 94,0E4 (3.903,06t ) (353,409) l1l,6t7 505.302 r43,079 o o Current Assumplions Amoniz.tion PavmentUnfundcd Actuarial Accrued Liabilitics lnitial Unfunded Liability Method Change Fund Amendment Acruarial (Gain) / Loss Actuarial (Gain) / Loss Mcthod Change Assumption Changc Actuarial (G8in) / Loss Method Chang,e Aclusrial (Cain) / Loss Acluarial (Gain) / L,oss Assumption Change Acruarial (Cain) / Loss Assumprion Changc Actuarial (Gain) / Loss Assumption Chaoge Actuarial (Gain) / Loss Fund Amendment Assumption Changc Actuarial (Gain) , Loss Assumption Changc Actusrial (Gain) ' Loss Plan Amendment Actuarial (Gain) , Loss Method Change Actuarial (Gain), Loss Assumption Change Actuarial (6ain) . Loss Assumption Change TOTAL Cunent Unfundcd Liabilitics s ,t9t,50l r3.52r.152 I,t66,t30 35,130,771 17.69E,503 (33.{38,069) 6,725,714 ?4,976, t t 8 (5,025,599) 2 r.751.805 t5,345,330 6,032,797 31,297,680 13,664,E44 68,r08,3 r7 4,576,tE5 t7.295,E79 (1,101,976) 17,t30,724 30.472,366 7,t06,9 t9 26,284,9t4 (20,089,474) r,555,268 (64,s20,185) (5,946.441) 5,748.02? 8,645,0t9 2.447.tt5 s r,0r3,035 s r, r05,341 9l.t3J 2,764,9t9 2.864,936 (2,460, r70) 494,839 1,837,59t (35E,E l0) r,551.216 t,759,729 ,108.102 2,253,49t 1,56?,470 1.496.84t 295,409 t. 6.140 ( r 96,005) 1,08?,442 1.925,463 4t7,572 1,638,125 ( r,244,371 ) Qt {{, (3,922,484) (355,217) 343,364 507.956 N/A Rcmaining Funding Period l6 years I 7 years I t years lE yesrs l9 years 20 ycars 20 years 20 years 2l years 2l years 22 yeats 23 years 23 ycars 24 ycan 24 years 35 yean 25 vears 26 ycars 26 yean 26 ycars 27 ycars 27 ycars 27 yea$ 2E ycars 28 yean 29 years 29 yea6 30 ycars 30 years s 299,t56,62t S 21,t45,525 S 2t.205,832 This actuarial valuation and./or cost determination was prepared and compleled by me or under my direct supervision, and I acknorvledge responsibility for the results. To the best o[ my knowledge, th. results are complcte and accurate, and in my opinion, the tcchniques and assumplions used arc rcasonable and mect the requirements and intent of Part Vll. Chaptcr l12, Florida Shtutes. There is no bcnefit or cxpcnsc to be providcd by thc fund and or paid from fund asscts for *'hich liabilitics or cutrent costs hare rrct bcen established or othcr wise provided for in the valuation. All knorvn cvenB or trends *,hich may rcquirt matcrial incrcasc in fund costs or required contribution rates havc bcen takcn into accounl in thc valuation. X 3 A i-b-.JEnrollment Numbcr: I 4-02802 Datcd: Jun. 13, 2016 Lawlcncc F. Wilson. A.S.A. Grrbricl Rocdcr Smirh & Comp.rny o o Plan Document as Amended Through Sep tember 27,2016 o o o o o o CITY PENSION FUND FOR FIBEFIGHTERS AND POLICE OFFICERS lN THE CITY OF MIAMI BEACH CODE OF THE CITY OF MIAMI BEACH, FLOBIDA o Which appears as part of the: Miami Beach, Florida - Code of Ordinances, Part 1 - Charter and Related Special Acts. Subpart B - Belated Special Acts, Article lX., as amended through September 27,2016. o ARTICLE IX. - PENSION SYSTEM FOH DISABILITY AND RETIREMENT OF MEMBERS OF POLICE AND FIRE DEPARTMENTS ABTICLE IX. . PENSION SYSTEM FOR OISABILITY AND RETIFEMENT OF MEMBERS OF POLICE AND FIBE DEPARTMENTS Sec. 62. Detinilions . Sec. 63. Source ol moneys lor fund; computation ol liability; use and inveslment of lund.............. Sec. 64. Membershipi lransler ol accumulaled tolal crsdit; severance o, employmenl and reemployment Page 1 Page 1 Page 3 Page 5 Page 6 ...... Page 6 Page 24 Page 25 Pag6 25 Page 25 o Sec. 65. Computation o, creditable service; seMce record.................. Sec. 66. Service and disability benefits generally......... Sec. 66.1. Normal lorm ol benefit; benelit options. Sec. 67. Cost-of-living adjustment Sec. 68. Service-connected death benelits.... Sec. 69. Nonservice-connected death benelils ................... Page 10 ..... Page 11 ..................... Page 12 .................... Page 13 .................. Page 17 Sec. 70. Return of contribution Page 1 4 Sec. 7'l . Cancellation ot participation in other syslems ........ Page 15 Sec. 72. Conlract between member and City ....... Page 15 Sec. 73. Bestoration of health of participant retired lor permanent incapacity................................ paget6 Sec. 74. Disposilion ol pension where pensioner convicted of felony......... ....... Page16 Sec- 75. Dismissal f rom service........... Page 17 Sec. 76. Board ot trustees.............. o Sec.77. Duration of retirement pension; contributions upon retiremenl.......Page 18 Sec. 78. Nonassignability ol pension............Page 1 I Sec. 79. Delerred Retirement Option Plan (DROP)Page '1 I Sec. 80. Assets to be held in lrust; righls of members on terminalion of System............................ Page 2l Sec.81. Examination into tacls upon which any pension has besn granied................................... page Z? Sec. 82. Military service Page 22 Sec. 83. Limitations on benefits....................... Page 23 Sec. 84. Distribution limitation............................. Page 23 Sec. 85. Distribution to retirement plan Sec. 66. Special rules lor members employed by the City on or alter May 19, 1993..................... Sec. 87. Benefits ,or €mployees hired on or after July 14, 2010 and prior to September 31 , 2013 Sec. 88. Benefits for members hired on or after September 30, 2013 and prior to June 8, 20'16 ,or lntemational Association ol Firefighters, Local 1510 (IAFF) and July 20,2016 Fraternal Order ol Police, William Nichols Lodge No. I FOP ..-............. Sec. 89. Benelals lor members hired on or afler June 8, 2016 lor lntemational Association o, Firefighlers, Local 1510 (IAFF) and July 20, 2016 Fraternal Order ol Potice, William Nichols Lodge No. I (FOP).....Page 26 O TABLE OF CONTENTS Sec. 61 . Creation ol lund: merger ol base and supplemental p|ans.................... o o Sec. 51, - Creation of fund; merger of base and supplemental plans. (a) There is crealed a special lund to be known as the City Pension Fund for Firefighters and Police Ofticers in lhe City of Miami Beach. The Fund shall be used exclusively lor the purpose provided for in lhis article, and shall be collecled, administered and disbursed according to the provisions ol this article. (b) Etlective as of October 1, 1999, the Police Otlicers'and Fire Fighters' Supplemental Pension (the 'Supplemental Plan') shall be merged into and become a parl ol this Syslem. ln connection with the merger, all assets of the lund crealed and maintained in connection with lhe Supplemental Plan shall be lranslerred lo the Fund. (c) Excepl as otheffvise expressly provided in this article, the rights and benelits o, any member who relires or whose employment is terminated on or afte, October 1 , 1999, shall be determined solely in accordance wilh the provisions ol this System as in eflecl and operative at the time ol such retirement or lermination. However, his benetit and Creditable Service under this System as of October 1, 1999, shall not be less than his benelit and Creditable Service under the System as in etlecl on September 30, 1999, il he was only a member in the System as of such date, under the Supplemental Plan as in etfect on Seplember 30, 1999, il he was only a member in that plan and not a member in the System as ol such dale or under both lhe System and lhe Supplemental Plan as in elfoct on September 30, 1999, if he was a member in both the System and the Supplemental plan as of such date. (d) Excepl as olherwise expressly provided in this article, the rights and benefits ol any member of the System or the Supplemental Plan who retired or whose employment terminaled prior to october 1, 1999, and who is not reemployed by the City after that date in a position that would entitle him to be a member in the System, shall b€ determined solely in accordance with the provisions of the System as in ellecl on the date ol his reliremenl or lermination il he was only a member of the System as of that date, solely in accordance wilh the provisions o, the Supplemental Plan as in etfect on the date of his relirernent or lermination il he was only a member ol the Supplemental Plan as of that date or in accordance with lhe terms ol the System and the Supplemental Plan as in etfect on the date ot his retiremenl or termination il he was a member of both the System and the Supplemental Plan as o, that dat€. ARTICLE IX. - PENSION sYsTEM FOR DISABILITY Af{D RETIREMENT OF MEMBERS OF POLICE AND FIRE DEPARTMENTS (Laws of Fla., 1945, ch. 23414,i l; election ot I l-2-99) Sec.62. - Oefinitions. I f.\FPPt\sAu\cv.ryor!\PEtlslOl{ Pl^l{\5 Pl.n Oo<um€nt Arncnded 0927,20r6\p.n1on ph6 09.27-20t5.do<r The following words, terms and phrases, when used in this article, shall have lhe meanings ascribed to them in this section, except where the context clearly indicates a dillerenl meaning: Actuarial Assumprrbns (lor the calculation ot optional lorms of benef its) means the lollowing interest rates compounded annually: (a) 8.5olo for plan yea6 prior to Oclober 1 , 2009; 8.4% eflective lor the plan year beginning October 1 , 2009; 8.3ol. eflective lor the plan year beginning October 1, ?o10; 8.2"/o effective tor lhe plan year beginning October 1, 2011i 8.1o/o etleclive for the plan year beginning October 1, 2012; and 8.070 ellective for the plan years beginning October 1, 20lg and October l, 2Ot4; (bl 7 .75"h etlective for plan years beginning on and alter October I , 2015. o Acluarial Assumptions (ror the calculalion ol optional lorms of benefits) also means the lollowing mortalily tables: (a) tor plan years beginning prior to October 1, 2010, the 1983 Group Annuity Mortality Table; for plan years beginning on October 1,2010 and October'1, 2011: tor Pre-Fletiremenl Mortality the RP-20O0 Combined Mortality Table with a blue collar adjuslmenl, for Post-Betirement Heahhy Morlality the RP-2000 Combined Morlality Table with a blue collar adjustment, and for Post. Retirement Disabled Mortality the RP-2000 Combined Mortality Tabte; (b) for plan years beginning on and atter Oclober '1 , 2012: fo, Pre-Retiremenl Mortality the FP-2000 Combined Mortalily Table with a blue-collar adjustment proiected 15 years from valualion date, for Post-Relirement Healthy Mortality the RP-2000 Combined Mortality Table with a blue-collar adjustmenl proiecled 7 years from valuation date, and lor Post-Retirement Disabled Mortality the RP-200O Combined Morlality Table. For purposes ol determining the period that benerits 8re paid to a widow or widower who was married lo a decsased member lor less than ten years, lhe 1994 Life Expectancy Table shall be used. (c) for plan years beginning on and after October 1 , 2015: for Pre-Retiremenl and Posl-Retirement Morlality, the RP-2000 Combined Healthy Participant Mortality Tablas with a lixad blend of 90o/o male morlalily rates - 10ol" remale mortality rates, with lull generational mortality improvemenls proiecled to the year of commencemenl with Scale BB ,or healthy parlicipanls; and for disabled participants, the RP-2000 Disabled Mortality Table with a lixsd blend ol 90o/. male morlality rales - 10olo lemalE morlality rales, with no proiection lor disabled participants. For purposes ol determining the period that bene,its are paid lo a widow or widower who was married lo a deceased member lor less than ten years, the lollowing morlality tables shall be used: BP-2000 Combined Healthy Parlicipant Morlality Tables with a f ixed blend of 90% male mortality rates - 10% lemale monality rales, with full generational mortality improvemants projected to the year ol commencement with Scale BB lor healthy participanls; and RP-20O0 Disabled Morlality Tables with a rixed blend of 90o/" male morlality rates - 10o/o lemale mortality rates, with no proiection lor disabled parlicipants. Eoarid means the Board ol Truslees appoinled and elected to administer and supervise lhe System as provided in seclion 76. City fieans the City ol Miami B€ach, Florida. Creditable Service means the Employee's service determined as provided in section 65 used to determine his eligibilily lor certain benelits under the S!,stem and the amount of his benefit under this System. Oependent Parenl means a parent o, a member for whom a member is entitled, or would have been entitled, to claim a dependency exemption lor lederal income lax reporling purposes. Domestic Perlner means a person wilh whom a member has entered into a Domestic Partnership as defined in sec. 62-126, and regaslered and documented according lo thE requirements ol sec. 62-1?7. Effeclive Dele fieans Septemb€r 20, 1945. Employee means any tull time employee who is cerlified as a firelighter as a condition ol employment in accordance wilh section 633.35, Flodda Statutes, and whose duty it is to extinguish fires, to protect life or to prolect property, and any lull time employee who is certified or required to be certilied as a law enlorcemsnt otlicer in compliance with section 943.1395, Florida Statutes, who is vested with authority to bear arms and make arresls, and whose primary responsibility is the prevention and deteclion ol crime or the enforcement of the penal, criminal, trattic, or highway laws ol the state. The foregoing delinition applies to employees hired on or alter Seplember 30, 2013. Notwithstanding the loregoing delinition, any employee hired belore September 30, 2013, whose initial employment with the City was in the unclassiried service and who continuously remained a member ol the unclassilied service afler that date shall remain a memb€r ol lhe Miami Beach Employees Retirement Plan lor as long as employed as an unclassiried employee, and shall nol be eligible to parlicipate in this System. 2 o o r:\tPPF\SAl"t\everyone\PEl'lSlON PI.AN\5 Pl.n Do(ument Amended 09-27.20l5\Penrion Plan 09 27-2016.doq o o o Fund means the Cily Pension Fund lor Firefighters and Police Oflic6rs in tha Ciiy ol Miami Beach created by section 61. Handicapped Child means a child ol a member who has reached lhe age ol 18 and who is primarily dependent upon the member lor the child's livelihood or support due lo a mental or physical condition or handicap ol lhe child which requires, or otherwise would have roquired, th8 member to provide primary support tor the child. May 1993 Member means a member first employed by the City on or after May 19, 1993. Editor's nole- See g 86(b) herein. Salary, lot the purpose ol determining member conlributions under this System, means the memb€/s base pay, longevily pily, overlime, shift diflerential and exlra compensalion allowance such as unilorm allowance, before reduclion {or the picked-up member contribulions and before reduction lor any amounts contribuled in accordance with sections 125 oJ 457 ol the lnternal Bevenue Code. Notwilhstanding lhe preceding senlence, effective September 30,2013, Salary shall exclude overtime pay in excess of 300 hourB per calendar year, payrnenls lor unused sick and vacation leave, hazardous duty pay (when paid), payments relating to the domestic parlner lax credit reimbursement, and payments to police ollicer members for voluntarily parlicipating in a physical litness assessmont program ollered by the City. However, for periods prior to October 1, 2000, and solely with respect to May 1993 Members, the lerm 'Salary' shall reler only to base pay and longevity pay, excluding any payrnent of overlime, shift dilferential or extra compensation allowance such as unilorm allowance, but determined before reduction for the picked-up member contributions and belore reduction for any amounts contribuled in accordance wilh sections 125 or 457 ol the lnlernal Flevenue Code. For purposes ol detemining lhe amount o[ a membe/s benelit under the System, Salary shall mean the amount determined under lhis section as modilied by the provisions ol section 66 under which lhe benefit is being provided. Notwithstanding anything herein to the contrary, a membels Salary taken into account lor any purpose under lhis System, including lor purposes ol determining lhe amount ol a membefs benelit and his contribution to this System, shall not exceed the limitation set lorth in section 401(aX17) of the lnternal Revenue Code as adlusted lor changes in lhe cosl of living by the Secretary ol the Treasury ol the United States. However, tor employees who were members belore the lirst phn year beginning afler December 31, 1995, the limitation on Salary shall not bB less than the amount which was allowed to be tak6n into accounl under this article as in effect on July l, 1993. SuNiving Spouse shall mean the lawrully wedded spouse of a member ol the System living with the member al the time ol the membe/s death. Sysrsm means this Pension System for Disability and Retirement ol Members of Police and Fire Oepartmenls, as f rom time to time amended. (Laws ofFla., 1945, ch. 23414, $ 3; Laws ofFla., 1953, ch. 29286,8 2; election of I l-7-89; election of ll-2-99; election of I l-6-01;Ord. No.2013-3817, S l,9-3G13; Ord. No. 2014-1848, $ l,3-5-14; Ord. No. 2015-39'10, $ I, l0-l+15; Ord. No. 20164035, $ l,9-27-16) Sec. 53. - Source of moneys for fund; computation of liability; use and investment of fund. (a) At the end ol each liscal year ol the City, the City shall pay into the Fund lhe amount the Board determines is required under this System, in addition to the personal contributions of members. 5 o F \FPPnSALt\ev€ryo(e\PEt{SrON PLAN\5 Pbn Oo.ument Am.nded 09.27.2016\Penton phn 09 27 2016 do<r (b) Each member ol this Syslem hired before September 30, 2013 shall contribule 10% of his Salary to the Fund. Each member ol this System hired on or aller September 30, 2013 shall conlribute 10.5olo of his Salary lo the Fund. The City shall, solely lor purposes of complying with section 414(h) of the lnlemal Bevenue Code, pick up contributions required to be made by lhe members undor lhis System. The contributions so picked up shall be treated as employer contributions for purposes of delermining their tax treatment under the lntemal Bevenue Code. No employee shall have the option ol choosing to receive lhe contribuled amounls directly instead of having them paid by the city to the System. (c) All computations ol liabiiity in connection with the Syslem shall be based on tables and rates approved by the Board. The Board shall designate an acluary for the System who shall recommend such tables ard rates lor adoption by the Board. The actuary designated by the Board, on the basis ol such tables and rates, shall recommend to the Board the amounts required lo be paid inlo the System by the Cily under subsection (a) of this seclion. During the three-year period beginning October l, 2013, and at least once every three years thereafter, there shall b€ an experience study ol lhe Syslem's actuarial assumptions perlormed by an actuary selected by the City. The actuary selected by the Cily shall make recommendations for any changes in assumptions based on lhe results ol the experience study. ln the event the Board ol Trustees or plan actuary disagrees wth the recommended assumplion changes, the Board or plan actuary shall present the basis of their disagreement and iustily any deviation lrom the recommended assumptions lo the City Commission. Etfective September 30, 2013, the Cily shall require 5-, 10- and 2o-year proiections ol required pension contributions as part ol the annual actuarial valuations lor each ol the City's pension plans. These projections shall be based on lhe currenl actuarial assumptions lor each plan. The projections shall be updated to rellect the cost of any proposed benefit enhancement before the City Commission agrees to the enhancement. The cost ol these studies shall be tunded separately from lhe annual contribulion to the pension phn. (d) There shall be a complete actuarial evaluation prepared by the actuary at least every three years, and the City shall make such adjustments in its contribulions as shall be shown to be requirod by such actuarial svaluation. The money required to meel all the obligalions ol this System over and above the personal contributions from members, is a liability and obligation of the City. The expenses of the System shall not be separalely budgeled so long as the method is pemitted by law. The City commission shall levy annually, in the manner provided by law, upon all taxable prop€rly within the Cily, such millage on lhe assessed valuation thereol as is necessary to produce the amounts required lo be contributed by the City to this Syslem. Eflective September 30, 2013, the City shall fund at least the normal cost ol the System, net o[ member contributions and state premium tax revenues. lf the nel City normal cost lor any Plan year exceeds th6 Citys annual required contribution as determined in accordance wilh Parl Vll, Chapter 1 12, Florida Statutes, the excess shall be held in reserve as parl ol the Fund assets, designated as the pension slabilization lund, and shall be used lo offset the City's annual required conlribulion in any Plan year as determined by the Cily. The pension slabilizalion tund shall be accounled lor separately and not included as assets of the Fund for plan valuation puryoses, and shall be annually credited or debited with gains and losses al the same rale of return as the overall net market rale ol return on Fund investments. (e) Nothing in this System shall be conslrued to prevent the City administration lrom appropriating moneys lrom th6 general lund or from any special ,unds o, the Cily for lhe purpose o, creating or adding lo the Fund, and the Cily shall have the right to appropriate moneys from the general tund or any special fund of the City in addition to a millage. Furlhgrmors, the City shall have th6 right and power to designale olher sources o, revenue for lhe Fund, including the designating o, certain fines and lorreitures lor violation of the Cily ordinances lo be paid to the Fund instead o[ the general revenue of lhe City. (r) No moneys raised by laxation or olherwise provided lor in the Fund shall be used other than for the purpose ol this system. 4 t:\;PPF\SALL\ev€ryone\PEt{slON PIAX\6. Plrr Oo.ument Artr€nded 89.27,2015\Penilon Pl.n 0927-2016 doo( O o o o o (g) Money shall be withdrawn from the Fund only upon warranls executed by at least live members o, the Board. The Board shall have axclusive charge ol the inveslment ol any surplus in the Fund not needed for the Fund's current obligations. The Board shall, in acquiring, investing, reinvesting, exchanging, relaining, selling and managing property lor the benelit of the Fund, exercise the judgment and care under the circumstances then prevailing which persons of prudence, discretion and intelligence exercise in the management ol lheir own atrairs, not in regard to speculation but in regard to the Permanent disposition ol their lunds, considering the probable income as well as the probable salety of lheir capital. Within the limitatlons ot the ,oregoing standard, the Board is authorizsd to acquire and retain every kind of property, real, personal or mixed, and every kind ol invesiment specilically including, but not by way ol limitataon, bonds, debenlures and olher corporate obligations, and stocks, preferred or common, which persons ol prudence, discrelion and inlelligence acquire or retain lor their own accounl and, within the limilalions ol the loregoing standard, the Board may relain property acquired, without limitation as lo time and without regard to its suitability for original purchase. The intent ol this provision is to remove any and all restrictions which are otharuise imposed by F.S. chs. 175 or 185 and which may be removed. (h) Moneys needed lor meeting the System's currenl obligations may be deposited in a depository recognized by law lor lhe deposit ot lunds o[ lhe State ol Florida and upon posting ol similar security to that required for public deposits. The City shall have the custody o, and responsibilily for any lunds, stocks, bonds, noles or other evidences ol indebtedness and such custody shall be tor the purpose of salekeeping only, without any discrelion in the City regarding the propriely ol any withdrawal or transfer of any such funds, slocks, notes, or other evidences ol indebtedness or lunds. (Election of I l-2-99; Ord. No.20l3-3817, g 2,9-30-l3l Ord. No.20l4-3848, g 2,3-5-14; Ord. No.20l5-3970, $ 2, l0-14-ls) (a) Any individual who is an Employee on October 1, 1999, who was a member ol lhe System on thal date shall remain a member ol this System. All individuals who become Employees on or after October l, 1999, shall automatically be members ol this System and shall submit to a physical examinalion as prescribed by the Board; however, the result ol such examinalion shall not atfect eligibility lor membership in this Syslem, but shall be used lor th€ proper administration of the System by the Board. (b) Whenever any member of this System voluntarily severs his employment with the City prior to becoming eligible tor a pension, but retains civil seMce rights wilh the City, and does not have returned lo him the monies provided lor in section 70, he shall again become a member upon resuming his employment as an Employee. However, he shall be entitl€d to no benelils under this System between the dale ol such severance and the dale of such rsemployment, except those wh'rh may have accrued to him prior to such severance, and ,urther provided upon such reemployrnent he shall submit to the medical examination required by this section. (Laws ofFla., 1945, ch. 23414, $ 4; election of6-2-59; election of I l-2-99) 5 o F:\tPPn SALL\everyone\PEN5lol{ PLAN\6. Pl.n Do(ument Amended 09,27,20t6\Pcnlioa Ptan 09 Z7 20tG docr sec. 64. - Membership; transfer of acEumulated total credit; severance of employment and reemployment. Sec. 65. - Computation of creditable service; service record. (a) A membe/s Credilable Service shall include all penods ol employment as an Employee lor which contributions have been made lo this System in accordance with subsection (b) below and section 63(b), togelher with all servica in the unilormed services of the United Stales required to be included under seclion 82: provided, however, that only periods ol service in the uniformed services o[ the United Stales lor which the member makes the member conlributions as provided lor in section 82 shall be Creditable Service lor purposes ol computing the amounl ol lhe membe/s bene,it from the System. Notwithstanding any provision to the contrary, in no event shall the same perbd of service be counted more lhan once as Credilable Service under this System, and in no event shall a member receive Creditablo Service under this System for any psriod of service lor which credit has been received under any other delined benetit relirement plan eslablished by the City. (b) Employees who become memb€rs ol this System in order to receive credit for service rendered prior to their becoming a member shall make contributions to the Fund in the amount such member would have contributed had he been a member during the period of service lor which credit is being purchased. ln order to receive such credil, employees shall make payment within six months after becoming a member or wilhin such other period as may be provided in a bargaining agreement covering the member. Notwithstanding the foregoing, any employee who transfers to this System whereby the accumulated total credit in any olher pension system of the City is transferred to this System, then and in that 6vent, all of the creditable service time in such other system shall be considered Credilable Service time under this System, and such employee need make no additional contdbution for time credited. (c) The Board shall establish the service record ol all €mployees who may be entitled lo parlicipate in the benelits ol this System, and shall keep a record thereol. (Electionofll-2-99; electionofll-6-01;Ord.No.20l0-3705,$ I,ll-17-10;Ord.No.20l3- 3817, li 3,9-30-l3lOrd. No.20l4-3848, g 3,3-5-14; Ord. No.20l6-4035, g 2,9-27-16) Sec. 66. - Servic€ and disability b€nefits generally. (a) The Board shall, upon application retire members meeting any one ot the lollowing requiremenls: (1) The atlainment o, age 50. (2) Permanent and total disability incuned in line ol duty in lhe police or lire department, or in lhe unclassified service as provided in section 70, irrespectiv8 ol the number of y6ars ol Creditable Service:. (3) Permanent and lotal disabilily incuned other than in the line of duty, alter five years of Creditable Service. (4) The sum ol the membe/s age and Creditable Service equals at leasl 70 and the member retires on or atter Oclober 1, 1998; provided, elleclive September 30, 2013, a member hired belore July 14, 2010 must attain age 47 to be eligible for relirement under this paragraph (4); and a member hired on or alter July 14, 2010 must anain age 48 to be eligible lor retiremenl under this paragraph (4); and provided ,urlher, any member hired prior to July 14, 2010 who compleles a buyback ol prior Creditable Service prior to Seplember 30,2013 and reaches the m.uimum pension benerit of 85% ol average monthly Salary prior to attaining age 47, the employee contribution shall cease on lhe date such employee reaches the 85o/o maximum pension benefit, and his/her linal average monthly Salary will be ,rozen on the same date. Nolwilhstanding the preceding senlence, any police otlicer membe[ and ettective January 16, 2014, any lirerighter member hired pursuant lo a consent decree may retire when the sum o[ lhe membe/s age and Creditable Service equals at leasl 70. (5) Only for periods prior to Oclober 1,2000, and only in the case o, a May 1993 Member, the attainment ol age 55 with at least 10 years ot Cr€ditable Service. 6 o o F:\FPPF\SAIL\everyone\PENSON PLAN\5. Phn Oocument Ah.nded 01, 27 2015\Penno.r Phn 09 27-2016.docr o o o (b) A member who attains eligibilily for relirement under subsection (a) above on or before Seplember 30, 2013, shall be entitled to receive upon retirement under subsoction (a), a monthly pension payable lor lire equal lo: (1) Three p€rcenl ol the membe/s average monthly Salary {or each year ol the membe/s lirst 15 years of Creditable Service, being computed as to a parl of a year on a pro rala basis to the nearest month; plus (2) Four percent o, the membe/s average monlhly Salary lor each year ol the member's Creditable Service in excess ol 15 years, being computed as to a parl ol a year on a pro rata basis to the nearest month- (c) A membet who does not attain eligibility for relirement under subseclion (a) above on or before September 30,2013, shall be entitled lo receive upon retirement under subsection (a), a monthly pension payable for life equal to: (1) Three percent o, the member's average monthly Salary for each year of the membe/s lirst 20 years of Creditable Service, being computed as to a part ol a year on a pro rata basis to the nearest month; provided in no event shall a membe/s benetit multiplier lor Creditable Service eamed before October 1 , 2013, be reduced; plus (2) Four percent of the membe/s average monthly Salary for each year o, the member's Creditable Service in excess ol 20 y6ars, being computed as to a part of a year on a pro rata basis to tha nearesl month. (d) For purposes ol determining a membe/s benelit, the average monthly Salary ol members who attains eligibilily,or retiremenl under subsection (a) above on or before September 30, 2015, shall be based on the aveGge of the two highest-paid years o[ the member prior lo the dale ol relirement or l6rmination, or lhe average o, lhe lasl two paid years ol the member prior to the date ol retirement or termination, whichever produces the greater benelil for members employed by the City belore May 19, 1993, and shall be based on the average ot the three highest paid years of the member prior to the date of retirement or lermination lor May 1993 Members. Etlective September 30, 2015, the average monthly salary for members hired belore July 14,2010, who do not anain eligibility lor retirement under subseclion (a) above on or be,ore September 30, 2015, shall be based on the average of the three highest paid years or the average ol lhe last three (3) yaars ol the member prior to the date ol retiremenl or terminalion, whichevor produces lhe greater benelit. The average monlhly salary for Members hired on or after July 14, 2010, but prior to September 30, 2013, shall be based on tho average ol the three highest paid years or lhe average of the last three (3) years ol the member prior to the date of relirement or termination, whichever produces lhe greater benelil. The average monthly salary lor Members hired on or alter Septemb€r 30, 2013, shall be based on the average ol lhe Iive (5) highesl paid years or the average ol the last live (5) yeaG ol the member prior to the date of relirement or terminalion, whichever produces the greater benelil. For purposes ol such calculation, Salary shall be the Salary upon which the m6mbeds conlribution to the System was computed, as provided in paragraphs (1) and (2) below: (1) With respecl lo a firelightsr member employed belore May 19, 1993, and retiring on or after Oclober 1, 1994, the inclusion ol overtime in the membe/s Salary lor the applicable average monthly salary period, shall be limited in each year to an amount which, when combined with compensation lor ot -duty services and the value ol any accrued sick and./or vacation leave that is included in a membefs Salary lor pension contribution and ben6rit purposesr is equal to I 1olo ol the highest annualized pay rale for the same salary rank that the member is in at time ol relirement. Etlective July 14, 2010, all compensation received by a lirefighter member who is eligible for overlime pay and who receives pay for ortduly services perlormed all€r that date lor which compensation is received through the City shall be included in such membe/s Salary lor pension contribution and benelil purposes; provided, in no event shall such compensation lor otf-duty services, in combination wilh any overtime pay and the valua ol any accrued sick and/or vacation leave included in a membe/s Salary lor pension contribution and benefil purposes, exceed 11olo of the high8st annuali2ed pay rate tor lhe same salary rank that the member is in at lime o, retiremenl. For lirefighler members who are eligible lor overlime pay and who retire 7 o ;:\FPPt\SAtt\eve.yone\P€NslON PLAN\5. Phn Oo(ument amended 09.27,2016\Pen3ion Pt n Og ?7 2016 do.r on or afler Seplember 30, 2010, upon reaching eligibility lor relirement, a member may elect lo apply unused sick and/or vacation leave lor inclusion in the membeds Salary lor pension contribution and benefit purposes, al a cost of 10% ot the value of the unused sick and/or vacation leave (at the membeds currenl hourly rate). Provided, in no evenl shall the value ol such unused sick and/or vacation time, when combined wilh any overtame pay and compensalion lor otl-duty seMces included in a member's Salary for pension contribution and benefit purposes, exceed 1 1olo ol the highest annualized pay rate lor the same salary rank that the member is in at time ol relirement. Notwithstanding the foregoing, ettective September 30, 2013, overlime pay in excess ol 300 hours per calendar year, paymenls for unused sick and vacalion leave, hazardous duty pay (when paid), and payments relating to the domestic parlnar tax credit reimbursemenl, shall be excluded lrom a lirelighter member's Salary for pension contribution and benelit purposes. (2) With respect to a police oflicer member employed before May 19, 1993, and reliring on or afler October 1, 1994, the inclusion of overlime in the membe/s Salary lor the applicable average monlhly salary period, shall be limited in each year lo an amount which, when combined with compensation lor off-duty seMces and the value ol any accrued sick and/or vacation leave that is included in a membe/s Salary for pension contribution and benelit purposes, is equal to 70% of the ditference between lhe member's annualized pay rate at retirement and the highest annualized pay rate for the next higher salary rank; but in no event shall such member's accrued benefil on his date of retirement be less than the benelit he had accrued as ol September 30, 1994, delermined under the terms of the Syslem in effect on that dale. Eflective July 14, 2010, all compensation received by a police otlicer member who is eligible lor overlime pay and who receives pay for oll-duty services perlormed after thal date for which compensation is received through the City, shall be included in such member's Salary lor pension contribulion and benefit purposes; provided, in no event shall such compensalion for off-duty services, in combination with any overtime pay and lhe value ol any accrued sick and/or vacation leave included in a membe/s Salary lor pension contribution and benefit purposes, exceed 70ol" ol lhe dilference between the membefs annualized pay rate al retirement and the highesl annuali2ed pay rate lor the nexl higher salary rankt but in no event shall such membe/s accrued benelil on his date ol retirement be less than the benefit he had accrued as of September 30, 1994, determined under the terms of the Syslem in eflect on that date. For police officer mgmbers who are eligible for overlime pay and who relire on or after September 30,2010 and belore September 30,2013, upon reaching eligibilily tor relirement, a member may elect to apply unused sick and/or vacation leave lor inclusion in the membeis Salary lor pension conlribution purposes, at a cosl of 10o/o of the value of the unused sick and/or vacation leave (at lhe membe/s currenl hourly rate). Provid6d, in no evenl shall the value of such unused sick and/or vacation time, when combined with any overtime pay and compensation lor off-duty services included in a membe/s Salary lor pension contribution and benelit purposes, exceed 70% ol the dillerence between the membe/s annualized pay rale at retirement and the highest annualized pay rale tor lhe nexl higher salary rank; but in no event shall such membe/s accrued benefit on his date ol retiremenl be less than the benelit he had accrued as of September 30, 1994, determined under lhe lerms of the System in etfect on that dale. Notwithstanding the foregoing, etleclive September 30,2013, overtime pay in excess ol 300 hours per calendar yaar, payrnents lor unused sick and vacation leave, hazardous duty pay (when paid), payments relating to lhe domestic partner tax credit reimbursement, and payments for voluntarily participating in a physical litness assessmenl program offered by the City shall be excluded from a police otlicer membe/s Sahry lor pension contribution and benefit pu.po6es; and in no event shall compensation lor ofl-duty services, in combination with overtime pay not exceeding 300 hours per calendar year, exceed 11% ol lh6 highest annualized pay rate lor the same salary rank thal the member is in al time ol retir8ment. Provided, lhe 11olc limilation in the preceding senlence shall not apply to any memb€r who holds lhe rank ol sergeanl or lieutenant on September 30, 2013, or any police olricer who is promoted into the posilion ol police sergeant prior lo the date the 2013 Certitied Police Sergeanl Promotional Begister explres in 2015. Notwithstanding any olher provision ol lhis paragraph (2), €flective June 8, 2016 for lnternational Associalion of Firefighters, Local 1510 (IAFR and July 20, 2016 Fraternal Oder ol 8 o o F:\tPPF\SAIt\everyone\PtNSION Pt ll\6. Plan Oocument Amended 09.27-20l6\penrion Pl.n 09 27.2016 docr o o o Police, William Nichols Lodge No. I (FOP), with respect to any member excluded from the eleven Percent (11olo) Iimitation by operalion of the preceding sentence, af such member self- demotes the amount of compensalion for ottduty services, in combination with overtime pay not exceeding 3OO hours per calendar year, included in such membe/s Salary shall nol exceed 11% ol ths highesl annualized pay rate lor lhe same salary rank thal the member is in al time ol retirement: and overtime, otf-duty or any other compensation shall not be applied to produce a bene,it that exceeds the eleven percent (11%) limitation. (e) Notwithstanding anylhing in this section to the contrary, lhe benelils provided in this section shall not exceed 90o/o ol the member's aver.lge monlhly Salary as delined in subsection (d) of this section; provided, however, that the benelits lor May 1993 Members shall not exceed 80% of such Salary. Notwithstanding the loregoing, ellective Seplember 30, 2013, the benalits provided in this section shall nol exceed 85% ol the membe/s average monthly Salary as delined in subsection (d) of this section; provkled, however, that the benelits lor May 1993 Members shall not exceed 80o/o of such Salary; and provided further, the benefit ol any member who has an accrued benefit in excess ol 85olo of average monthly Salary as delined in subsection (d) of this section on Septemb€r 30, 2013 shall not exceed 90o/o of such Salary. O The minimum pension lor a member retiring lor permanent and total disability under subsection (a)(2) ol this seclion shall be 85"/' of th€ membe/s Salary al the lime ol disabilily retirement; provided, however, that lhe minimum pension for a May 1993 Member shall be 75"/" ol such Salary. The minimum pension for a May 1993 Member reliring lor permanent and lotal disability under subsection (a)(3) ol this section shall be 50'/. ol the membe/s Salary at the time of the disability retirement. (g) (t) lt any member eligible ,or benetits under this article shall terminale his employment before September 30, 2013, arler having completed al l€ast 10 years ol Creditable Service but prior to atlaining age 50 years (or after having compleled one year ot Creditable Service but before anaining age 55 and completing 10 years of Creditable Service lor a May 1993 Memb6r), and does not withdraw his accumulaled contributions in the Systsm, such member shall b6 entitled lo receive upon attaining age 50 (age 55 or his termlnation ol employrnent, il later, lor a May 1993 Membe4 a monthly pension payable lor lile in accordance with the provisions ol subseclion (b) (or subssction (c) tor a May 1993 Member) of this section; provided, however, the benefit so determined shall be reduced lor a May 1993 Member by l0% muniplied by the difference between the membe/s years ol Credilable Service at his date o, lermination and 10. lf the member dies prior to atlaining age 50 (ago 55 or his termination of employment, il later, for a May 1993 Membe0, no benelil shall be payable under subseclion (b) (or subsection (c) lor a May 1993 Membe0: instead, the member's estate shall be enlilled to all moneys contributed by the member to this System logelher with accumulated interesl on that sum at ths rate ol three percenl per annum compuled until the date o, payment to the membe/s estate. (2) lf any member eligible lo. benelils under this article shall terminate his employment on or aller September 30, 2013 all6r having completed at least 5 years ol Credilable Service, bul prior to attaining age 50 years (or aller having compleled one year of Credilable Service but belore attaining age 55 and completing 10 years of Cr€ditable Service lor a May 1993 Memb6r), and does not wilhdraw his accumulated contribulions in lhe System, such member shall be enlilled lo receive upon attaining age 50 (age 55 or his termination of employment, if later, for a May 1993 Member) a monthly p€nsion payable for lile in accordance with the provisions ol subsection (b) (or subsection (c) lor a May 1993 Member) of this sectioni provided, however, the benelit so determined shall be reduced lor a May 1993 Member by l0olo multiplied by the ditference b€twe€n lhe membe/s years of Creditable Service at his date of termination and 10. ll the member dies prior to attaining age 50 (age 55 or his termination o, employrnent, it later, lor a May 1993 Membe4, no benefit shall be payable undar subsection (b) (or subsection (c) lor a May 1993 Member); instead, the membe/s eslate shall be entitled to all moneys contribuled by the member to lhis System togelher with accumulatsd interesl on thal sum at the rate ol lhroe percent p€r annum computed unlil the date of payment to the membe/s eslate. 9 F \fPPF\SAtL\everWne\P€TSD PLAI{\6 PLn Do(um€nt Amended (B.27-x)16\P.nrlon Pl.n O}27-2016.do.r o (h) (1) Notwithstanding anything in this section lo lhe contrary, the minimum monthly pension payable lor the life ol any member who was employed prior to July 1, 1976 and who retires aller attaining age 50 and compleling at least 15 years ol Creditable Sewice or arter meeling the requirements ol subsection (aX3) or (aX4) ol this section 66 shall be equal to: (A) Three percent ol the membe/s average monthly Salary for each ol the lirst 20 years o, his Credilable Service, being compuled as lo a part of a year on a pro rata basis to the nearesl month; plus (B) Two and three-quarters percent ot the membe/s average monthly Salary for each of his years ol Credilable Service in excess ot 20, being computed as to a part of a year on a pro rata basis to lhe nearesl monlh. (2) For purposes of this subsection (h) the membe/s average monthly Salary shall be the Salary upon which the member's contribution to the System was computed lor the two highest paid years ol the member prior to his date of retirement. (3) Notwithslanding anything to the contrary, benelils provided under this subsection (h) shall not be more than 85% ol the average monthly Salary used to compute the benefit under this subseclion. (4) The minimum pension for a member retiring under this subseclion (h) tor permanent and total disability shall be 75olo of the membe/s Salary at lhe time ol his disability retirement. (i) Nothing an this section shall be construed to prevent the City manager or the Board lrom initiating action for the compulsory retiremenl ol a member eligible for retirement, prior to such age, where such member is considered to be unlit for the proper perlormance ol his duties because of physical or mental incapacity. Upon certilicalion by the medical board designated by the Board pursuant to section 76U) that such member is mentally or physically incapable ol proper perrormance ol duties, the member shall be aulomatically retired. Any memb€r who is compulsorily retired by an act ot the Board shall have the right to appeal such retiremenl to a courl ol proper jurisdiclion. The member shall delray his own expense in his appeal ol such compulsory relirement. (Laws ofFla., 1945, ch. 23414, $ 7; Laws ofFla., 1949, ch.26034, $ 2; election of 5-24-66; election of ll-2-99; election of I l-6-01; Ord. No. 2012-3705, $ 2, I l-17-10; Ord. No. 2013- 3817, $ 4, 9-30- 13; Ord. No. 2014-3848, g 4, 3-5- 14; Ord. No. 2016-4035, $ 3, 9-27- l6) Sec. 55,1. - Normal form of benefit; benefit options. (a) The normal {orm of benefit payable to a member who retires, enteG the deferred retirement option plan, or separates from City employment on or after lhe eflective dale of this ordinance, or to such membe/s surviving spouse or domestic parher, shall be the applicable benerit as specilied in section 66, 68 or 69. ln the altemative and ln lieu ol such benefit, the member may, at any tjme prior lo retirament, elect to receive a liletime retirement benetit wilh 120 monthly paymenls guaranteed. ll lhe member should die belore 120 monthly payments are made, ben€fits will conlinue to be paid to the mambBr's designated baneliciary for lhe balance of lhe 120-month period. ll lhe relired member is living afler 120 monthly payments are made, the payments shall be continued for the membe,'s ,emaining liletime. 10 o o f:\rPP^SALt\ev€ryo^c\PENSION PLAN\6 Plan Oo.urnent Arnended 09.27 20l5\P.nion Pbn 09 27 2015 dorx o o o (b) A member who retires, enters the delened retirement option plan, or separates ,rom City employment on or alter the ellective dale ol this ordinance, and who is enlitled to service or disability benelils under seclion 66 may elect, in lieu of such benefit, a joint and conlingent survivor option, at any lime prior to retirement. Under the ioinl and contingent suNivor option, the member shall receive an actuarially adjusted retirement benelit during the member's liletime, and have same monthly benelit (or a designated percBnlage ol 25o/", 50o/o,66 213 y" or 75% thereof) continued after the membefs death to and lor the liletime ot lhe membe/s designaled ioint pensioner. The election of the ioint and contingenl survivor option shall b€ null and voirl il the designated joint pensioner dies belote lh9 member's retirement. The value ot the,oint and contingent survivor option shall be acluarially equivalent to the value of tha benefit otherwise payable. (c) A member may revoke an election made under subsection (a) or (b), above, at any time prior to retirement. The election ol an allernato normal lorm ol benefit or joint and contingent survivor option, and the revocalion of such eleclion, must be made in writing on a lorm provirjed by the Board, and submitted lo the Board. The member shall not be entitled lo change an eleclion made und€r subsection (a) or (b), above, alter the date ol cashing or deposiiing the lirsl retirement benelit ch€ck. (d) A member who elects an allernate normal lorm of banefit or ioint and contingent survivor oplion under subs8ction (a) or (b), above, shall designate a beneliciary or ioint pensioner in wriling on a form provkled by the Board, and submitled to the Eoard at the time of the election. The member may revoke or change the designation of a beneficiary or joint pensioner at any time prior to the dat6 o, cashing or depositing the lirst retirement benelit check, by submitting such change in writing on a lorm provided by the Board. (e) Upon attainment o; normal retirement age, as described herein, the mamber shall be fully vested in the benefils under the Systsm. (Election of I l4-03; Ord. No.20l5-3970, g 3, lO-14-15) Sec. 57. - Cost-of-living adjustment. (a) ln the case of a pensioner who was employed by the City prior to May 19, i993, or a beneliciary ol such a member who has been receiving a pension for at leasl one year under the System as ol October 1, 1989, or any subsequent October 1, the amount ol pension payable to him undgr lhe System as ol such October 1, olhBr than a pension payable under subsection 66(h) of the System, shall be increased by 2h7" ol the amount payable lo him under lhe System. (b) ln th6 case ol a pensioner who was a May 1993 Member, or a benericiary ol such a member, who has been receiving a pension lor at least one year under lhe System as ol October 1, 1994, or any subsequent October 1, the amount ol pension payable to him under th6 Syslem as ol such October 1, determined without regard to any cost of living increase previously granted under this section, shall be increased by 1729o. (c) ln the case ol a pensioner who has been receiving a benelit under subseclion 66(h) of the System for at least lhreB years as ol July 1, 1982, or any subsequent July 1, lhe amount payable to him under the System as ol such July 1 shall be increased as of the next ,ollowing October I by 20,6. (d) ln the case o, a pensioner or beneficiary who retires atter October 'l , 1988, under the System or atter October 1 of any subsequent year and who thererore must wail more lhan 12 months for his lirst increase, lhe amount ol pension payable to him as ol lhe October 1 nexf lollowing th€ lirst anniversary ol the commencemgnl ol his pension shall be increased by a speeified percentage, as defined in lhis subsection, of the amount payable to him under the S)6tem multiplied by a kaction, the numeralor of which is th€ number o, monlhs lor whhh his pension under the System has been paid and lhe denominator ol which is 12. ThB specified p€rcenlage shall be 21h"/" lor members and their beneliciaries and th% lor May 1993 Membsrs and their beneficiaries. 11 o a \fPPf\Sal.t\everyone\PtNslofl PIAN\6 Pl.n OD(um.nt Am.nded 09 27'2015\Penion Plan 09.27.2016 docr (e) For purposes ol delermining the one-year requirement ol subsections (a) and (b) ol this section and the three-year r€quirement of gubsection (c) ol this section, the pension commencamenl date lor a beneliciary receiving a pension as the result ol the death ol a retirsd member who was receiving a pension at the time of his d€ath shall be lhe date on which lhe retired member began lo receive his pension. (f) The provisions ol lhis section shall not apply in the case ol a member o, the System who elected in wriling prior to the earlier ol his date ol relirement or January 1, 1990, lo waive his membership in thB Police oflicers' and Fire Fighters' Supplemental Pension in accordance with the provisions of section 78-246 ot 78-247 o, Chapter 78 of Part Il o, lhe Miami Beach City Coda as in ellect at such date. (g) Errective September 30, 2010, lor members who relire on or afler that dale, tha cost ol living adiustmenl provided in this Section 67 shall be applied annually on lhe anniveEary date of the membe/s retirement. (h) Notwithstanding the provisions ol subsections (a) lhrough (g) above, effective September 30, 2013 the benefit ol membeB hired before July 14,2010, and ths beneficiaries ol such members, shall be increased by 2.5"/. annually, commencing on the anniversary date of the membefs relirement, excepl lhal memb€rs who enter the DROP on or atler Septembet 1,2012 and belore September 30, 2013, and parlicipate in the DROP lor six months or longer shall receive a zero percent (0%) cost of living adjustmant for the third (3rd) and fourth (4th) annual adjuslment dales. (D Notwithslanding the provisions ol subsections (a) through (g) above, otleclive September 30, 2013, lhe benelil ol members hired on or atler July 14, 201 0, and the beneficiaries ol such members, shall be increased by 1.5olo annually, commencing on lhe anniversary dalB of the membe/s retiremenl. (Election of I l-2-99; Ord. No.20l0-3705, $ 2, l1-17-10; Ord. No. 2013-3817, $ 5,9-30-13) Sec. 68. - Service-connected death benefits, ll any member shall lose his life while in the discharge of his duties, or shall die within five years lrom injuries received while in the discharge of his dulies, and shall leave a Surviving Spouse or Domestic Partner or a child or children or one or more Dependent Parent(s), the Board shall aulhorize and direct payment ol a pension to the member's Surviving Spouse or Domeslic Parlner or child or children or Dependent Parenl(s) as follows: (a) To the Surviving Spouse or Domestic Parlner, the greater of: (1) The pension to which the deceased member would have been entitled under section 66; and (2) Eighty-live percenr ol the membe/s Salary at the date of his death. (b) lf there is no Surviving Spouse or Domestic Partner, or i, the Surviving Spouse remarries or dies, or the Domestic Parlner marries, enters into another Domestic Parlnership, or dies, the beneril set lorlh in subsection (a) ol this seclion shall be paid in equal porlions to each child of the deceased member. However, bsnefits shall continue to ba paid to the membe/s Surviving Spouse on the SuMving Spouse's remarriage, instead ol to the member's children, it the member is killed in the line o, duty. Payments under this subs€clion to any child shall cease when: (1) Tha child atlains age 18 (or ag6 22 in the case ol a child who is a full-time student in high school or college, in the case ol a Handicapped Child ceases lo be a Handicapped Child); or (2) The child manies or dies. A legally adopted child shall have the same rights as a nalural bom child but no ponsion shall be allowod to any stepchild ol a deceased member or child ol any Domestic Partner. 72 F:VPP^9aU\.veryon€\P€Xs(,ll PIIN\5. Pl.n oo.unenr Arnendcd O$27-2o16\Penion ph,l 0927-2015.do.r o o o o o (c) lt there are no benelils payable to a child or children, the benefit set lorlh in subsection (a) ol this seclion shall be paid to the Dependent Parent of the deceased member. lf both parents are Dependent Parents, such benefit shall be shared equally. (d) The lrusteeship and disbursement of lhe pension lo any child or Dependent Parent is lo be determined by the Board. (e) The pension payrnents lo a Surviving Spouse, Domeslic Partner, children and Dependenl Parents shall nol be decreased or reduced due lo benefils received by them under any workmen's compensation law. (Laws ofFla., 1945, ch. 23414, $ 8; Laws ofFla., 1953, ch.29286, $ 5; election of I l-2-99; election of I l -6-01) Sec, 69. - Nonservice-connected death benefits. (a) lf any member, other than a member entitled to a benefil under section 68, shall die atter completing five years ol Creditable Service or after meeling lhe requiremenls for retirement under seclion 66, whelher or not pension paymenls have commenced, the Board shall authorize and direct payment to lhe member's Surviving Spouse or Oomestic Parlner and/or child or children and/or a Dependent Parent in equal monthly installments as lollows: (1) To the Surviving Spouse or Domestic Partner, lhe pension to which the deceased member was entitled or was receiving al the lime ol death or would have been entitled at the time ol death under section 66 of this System, for the rirst l2 months, and thereafter the greater of: (A) (i) Seventy-live percent ol the pension payable under seclion 66 determined without regard to subseclion 66(h), if the rnember relired on or after Oclober 1, 1988 and is nol eligible lor a benefil under subsection 66(h) ol the System, (ii) 50% of the pension payable under this System il lhe memb€r was a May 1993 Member; or (iii) lhe greater of 50o/o ol the pension payable under subsection 56(h) or 75% ol the pension payable under sBction 66 determined without regard to subsection 66(h) il the member is eligible for a benelit under subsection 66(h) of the System; or (B) Twenty-tive percBnt of the membe/s aveEge monthly Salary lor his two highesl paid years. The monthly installmenls shall conlinue until the Surviving Spouse's remarriage or the Domestic Partne/s marriage or entry into another Domestic Partnership. However, il lhe Surviving Spouse was married to the deceased member less than 10 years, or the Domeslic Partnership was registered ror less than 10 years, the bsnBlit provided in lhis subseclaon shall be payable until remaniage or death, but in no case longer than lor the period of the normal lire expectancy ol the deceased member at the time of his death, determined in accordance with the mortalily table adopted by the Board. (2) To lhe child or children or Dspendent Parent(s), the provasions ol section 68 goveming thB condilions and reslrictions applicable to lhe adminislration of pensions for children and Dependent Parenls shall apply, as lhe case may be. (b) l, any member, olhet than a member entilled to a benefit under section 68, who retired prior to October 1, 1988 but alter completing live years ol Creditable Service, shall later die ,rom causes not atldbutable to his duties, the Board shall authorize and direct payment to his Surviving Spouse or Domestic Parlner and/or child or children in equal monthly installments as lollows: (1) To a Surviving Spouse or Domestic Parher, the amount of the pension lo which the deceased member was sntilled or was receiving al the time ol death or would have been entitled at lhe lime ol d€ath, computed in accordance with the terms ol the System as in etlect on his retiremenl, lor the lirsl 12 monlhs, and thereafter the grealer o,: 13 o F.\,PPF\SAtL\everyone\PENSIOt{ PLAN\6 Ph. Oocum.nt Amended ()!).27 2016\Pennon pj.n 09.27.20t6.do.r (A) Filty percent ol such pension or (B) Twenty-rive percent ol the aveEge monlhly Salary for the two highest paid years. The monthly installmenls shall conlinua unlil the Surviving Spouse's remarriage or dealh, or the Domestic Parlner marries, enters into another Domestic Partnership, or dies. However, il the Surviving Spouse was married lo the deceased member less than 10 years, or lhe Domestic Parlnership was rogistered for less than 10 years, the benelit provkjed in this subsection shall be payable until remarriage or death, but in no case longer than lor lhe period of the normal life expectancy of the deceased member at the lime o[ his death determined in accordance with lhe mortality table adopted by the Board. (2) To lhe membe/s children under 18 years ol age, $100.00 per month; provided, however, the benelit shall continue until the child is age 22 il the child is a lull-time student in high school or college. The combined maximum benetit payable lo the membe/s childr6n shall be $200.0O per month and the combined maximum benelit payable to the Surviving Spouse or Domestic Partner and the membe/s children shall be $320.00 per month. However, this maximum limitation shall nol in any manner limit the Surviving Spouse's or Domestic Partne/s benelits provided in subparagraph (1) above. For purposes of this subparagraph, a legally adopted child shall have the same rights as a naturally born child but no pension shall be allowed lo any stepchild of a deceased member- ([:ws of Fla., 1945, ch. 23414, |i 97r; election of G2-59; election of 5-24-66; election of I | -5- 68; election of I l-18-69; election of ll-2-71; election of9-28-76; election of I l-3-87; election of I l-2-99; election of I l-6-01) Sec. 70. - Return of contribution. (a) Except as provided in subseclions (b) and (c) of this seclion, wtenever any member in lhe servica of either the fire or police deparlment shall sever his connection wilh such department either voluntarily or by lawful discharge, or by death not attributed lo his active duties prior to the complelion of five years ol membership in the deparlment, or by death in aclive service atter the completion of five years ol membership in lhe deparlmenl leaving no SuMving Spouse, Domestic Partner, children or Dependent Parenls entitled to pension benelits under lhis System, such member or his estate shall b€ entitled to the return ol all lhe moneys he has contributed into this System, together with accumulated interest on the sum, at the rate of three percent per annum, computed until date of payment to the member or his estate, unlBss in ths event ol discharge or voluntary severance such member has at that trme qualilied under the terms ol this System lor a pension from the System. No payrnent shall be made under this paragraph to a member unless the member has made a written request lor the paymenl in the form and manner determined by lhe Board. (b) Any member of this System who separales f rom active service with the lire or police departments to accepl an appointment to any office in the unclassilied service ol lhe City shall continue lo have all lhe rights, privileges and responsibilities ol this Syslem. (c) Any member of this Syslem who separales f rom active service wilh the fire or police departments lo accept an appointment lo any ottice in the classilied service of the City shall immediately become a member ol the City of Miami Bsach Employees Retirement System and shall receive creditable service under that system for service which is Credilable Service under this System. Upon a member of this System becoming a membar ol the City ol Miami Beach Employees Retirement System, the Board shall transler lrom the funds ol this System to the City ol Miami Beach Employees Relirement System an amount equal to three times the accumulated amounl of the membe/s contributions under lhis System that were paid by the member lo this System, togBlher with interest lhereon lo lhe date ol transfer. For purposes o, this section, moneys a member has contributed shall include picked-up member contributions togelher wilh interest thereon. 14 o o f.\FPpF\9AU,\ev..yone\P€NSION PLAN\6 PLn oocument Arn.nd.d 09.27 2016\peneon Plan 09.27-2016.do.r o o (Election of I l-2-99; election of I l-6-01:Ord. No. 2015-3970, g 4, l0-14-15) Sec. 71. - Cancellation ol participation in other syrtems. Membership in lhis System shall automatically cancel the membership and participation of any Employae in any olhsr pension, annuily or retiremenl s;rstem for employees ol the City to which lhe City contribules. (I-awsof Fla., 1945,ch.234t4, $ l0; Lawsof Fla., 1947, ch.247W, g 5; L:wsof Fla., l953,ch 29286, $ 7; election of I l-2-99) S€c. 72. - Contract between member and City. (a) Within 30 days atter an Employee becomes a membe, ol this System, or October 1 , 2000, lor a May '1993 Member, the City shall prepare a contract for execution between the City and the Employee. The contract shall be in the lollowing torm: 'This agreemenl, made and entered into this day ol ,n , between the Cily ol Miami Beach, a municipal corporation under the laws of lhe State of Florida, hereinatter referred to as City, and (individual employee), hereinatter referred to as Employee. 'WITNESSETH: THAT WHEREAS, the Cily established the Pension System lor Disability and Retirement o, Members ol Police and Fire Deparlments, hereinalter referred to as the System, and 'l /HEREAS, it is beneficial to lhe City to have the Employee protected by the terms of the System and benefits and lhe Employee is desirous o, participating in the System, it is thereupon 'UNDERSTOOD AND AGREED by and between th€ parties that the Employee does hereby allol, out ol his salary or wages, paid to him by the Cily, determined belore reduction lor picked-up conlributions in accordance with section 63(b) ol the System or any amounts contribuled on a prelax basis in accordance with sections 125 and 457 of lhe lnternal Revenue Code, an amount equal to the percentage o, said salary or wages specilied in section 63(b) ot the System from his dale ol membership, and does hereby authorizs and direcl the disbursing ollicers or otficer ol said City to rotain out ol said wages or salary said amounl, in compliance wilh the terms of the System, and to conlinue to make said allotment and authorize said deduction lhroughout the antire time ol his employment or reemployment or unlil such time as he shall be entitled to recaive the pension allowance or benefil provided by the Fund. For the purpose ol determining the Employee's conlribulions under the Syst€m, salary or wages shall be computed in accordanca with the definition ol 'Salary' in seclion 62 ol the System. 'lT lS FUBTHEH UNOERSTOOD AND AGREED by and between the parties that the City witt accept said allotment or deduclion from lhe salary or wages of the Employee and when, under lhe tgrms of the Syslem, lhe Employee or the Employee's beneficiary shall be entilled to recaive lhe benefils lrom lhe Fund herein created, will pay said sum or sums from said Fund and all other benelits so authorized to the Employee or his bene,iciaries, in accordance with the terms ot the System, withoul diminution or deduction. 'lT lS FURTHEB UNDERSTOOD AND AGREED thal this contracl shall remain in lorce without change, modilication or amendment, until all the purposes now intended lo be lulrilled shall have been lully perrormed, except lhat payrnent or other benelits lo the Employee or his beneliciaries may be increased but not diminished. 'lT lS FURTHER UNDERSTOOD AND AGREEO that the perc€ntage of the allotment ol, or deduclion trom, the salary or wages of the Employee shatl not be increased during the lerm ol this contract but may only be decreased or diminished by the City, nor shall the Employee lose any rights 15 o o F:\rPPnSAU.\ev€ryon.\PENSIoN ptAN\5. Plan Oo(urnenr Am€nd.d 09 27 2015\Pen3bn Pl.n 09 27 2016 do.r under the terms of this contract by reason ol the relusal of the City at any trme during the lerm hereof lo make allotment or deduction from said wages or salary. 'lT lS FUBTHEB UNDEBSTOOD AND AGREED lhal it is the intention ol the parlies hereto to creale vested righls in the respective parties not to be hereinalter impaired for any cause whatsoever. 'lT lS FURTHER UNDEBSTOOD AND AGHEED lhat the lerms of the System ars declared to be a parl ol this contract and this contract is to be construed with relerence thereto. 'lN WITNESS WHEBEOF, tha City has caused these presents to be execuled, signed and sealed, with the seal ol the City, by its duly authorized ot icers, and the Employee has hereunlo set his hand and seal the day and year first above written. (Here lollow signatures and seals.) The contracl shall be executed in duplicate, one copy to be retainBd by lhe City, the other copy to be delivered lo the employee joining in the contract. The contract shall lhereafter be and remain a contract binding upon the Cily and the employee, and shall be enforceable in any court in the State of Florida having jurisdiction of aclions upon contracls in like amount, and by such reliel, ordinary or exlraordinary, at law, or in equity as may be suitable or appropriate in similar causes. (b) Nolhing in this section shall abridge or enlarge the righls of members acquired under contracts executed pursuanl to this section. (Laws ofFla., 1945, ch. 23414, $ l2; Laws ofFla., 1947, ch.24709, $ 6; Laws ofFla., 1953, ch. 29286, $ 9; election of I l-2-'711. election of9-28-76; election of I l-3-87; election of I l-2-99) Sec. 73. - Restoration of health of participant retired for permanent incapacity. ll a member who has been retired on a pension on account o[ permanent and total disability regains his health and is found by the Board lo be in such physical and mental condition as to m6et the requiremenls ol the City's human resources deparlment lor service acceptable lo lhe City, the Board shall order his pension discontinued, and he shall be ordered to resume active service in the department lrom which he was retired at the same or similar work as thal at which he was Bmployed prior to his disability retirement, or al other work within the limits ol his physical or mental capabililies at a rate ol compensalion nol less than 70% ol the pay at the time of his retum to aclive service lor the classilication occupied by him prior to his disability relirement. Upon request of the City manager, the Board shall review the condition ol any member receiving a pension for disability and shall submit to the City manager a reporl thereon, and it there shall be substantial evidence that the retired member is capable ol perlorming service acceplable to the Cily in the deparlment rrom which such member was relired, he shall be ordered to resume active duties and his pension shall be discontinued. (Election of I l-2-99) Sec, 74, - Disposition of pension where pensioner convicted of felony. Upon a member's conviction ol a felony and aclual incarceration in a penitentiary, any pension being paid to lhe member under this System shall be paid to his wil6 or children as herein prascribed for a deceased membet under this article, unlil his otlicial release lrom incarceration, then the pension will be paid to the pensioned member again. (Laws of Fla., 1945, ch. 23414, $ l5; election of I l-2-99) 16 o O F.\FPPf\SAtl,\everyone\PENSION PtAl{\5. Plan OoEumrnt Amended 09.27.2O16\Peniion Plan 09 27 2016 do.x o o Sec. 75. - Dismissal from service. Members entitled to a pension shall nol lodeit lhe pension upon dismissal from lhe department, but shall be relired as prescribed in this article. (Laws ofFla., 1945, ch. 23414, $ l6; election of I l-2-99) Sec. 75. - Board of trustees. (a) The general administration and responsibility for the proper operation o, the System is vested in a board consisting of three members ol the City adminislration other than police otficers, ,irefighters or lhe City manager, lo be appointed by the mayor of the City, and three Employees ol the lire deparlment and three Employees ol the police depanment, who shall be elected in accordance with subsection (b) ol this section. (b) The election ol the truslees kom lhe Employees ot the fire department and lhe police department shall be held by per capila vote of all active and retired Employees of each ol the respectivs departments who coms within the purview ol this article. An election to elect the members ol lhe lire depanmenl and police departmenl lo serye as trustees shall be held every two years. (c) lf a vacancy occurs in lhe ollice of truslee, the vacancy shall b6 lilled lor the unexpired lerm in the same manner as the otlice was previously lilled. (d) The lrustees shall serve without compensation, but they may be reimbursed trom the expense lund lor all necessary expenses which they may actually expend through services on the Board. (e) Each truste€ shall after his appointment or election take an oalh ol ollice belore the City clerk, that so far as it devolves upon him he will diligently and honestly administer the atfairs of the Board, and that he will nol knowingly violale or wlllingly permit lo be violated any ol lhe provisions ol the law applicable to the System. Such oath shall be subscribed lo by lhe member making it and certilied by the City clerk and tiled in his otlice. (D Each truslee shall be entitled to only one vote on the Board. Five votes shall be necessary lor a decision by the trustees al any meeting of the Board. (g) Any trustee who neglecls the duties of his oftice shall be removed by the Board. (h) Subiect to the limitations ot this article, the Board may f rom lime to time establish rules and regulalions for the adminislration ol th6 Fund and lor transaction ol ils business, including provisions for compulsory attendance of its members, which shall have the torce of law. (i) ThB Board shall el€ct from its number a chairman and a secretary. lt shall engage such actuarial and olher seNices as shall be required to lransacl lhe business ol the System. The compensalion ol all persons engaged by the Board and all expenses ol the Board necessary for the operation of lhe System shall be paid at such rales and in such amounts as lhe Board shall agree, but in no case shall lhe expenditures for such services or operalions exceed lhree percent of the maximum of the Fund lor each liscal year. All funds shall b€ disbursed by the Board. 0) The Board shall designate a modical board to be composed ol three physicians who shall arrange ror and pass upon all medical oxaminations required under lh6 provisions of this article. The medical board shall investigate all essential statements or certificales made by or on behall ol a member in conneclion with an applicalion lor disabilily or retkemenl and shall report its conclusions and recommeMations in writing lo the Board upon all matters relerred to it. The payment lor such services shall be delermined by the Board. (Election of I l -2-99) 77 o o f \fPPnsAtL\Everyone\P€tlSlON PIAN\6 Pl.n Oo.ument Amended 0927,2016\penrhn phn 09-27 2016 do.r sec.77. - Ouration of retirement pension; contributions upon retirement. Pensions granted to retired members shall be paid to them for lile and shall not be revoked nor in any way diminished except as provided in this System. A member's payrnents to this fund shall cease upon lhe earlier of his retirement and acceptance of a pension or his elaction to participate in the DROP adopled in accordarce with section 79. (Laws of Fla., 1945, ch. 23414, $ 20; election of I l-2-99) Sec, 78. - NonassiBnability of pension. No benelrts provided by the Syslem shall be assignable or subject to garnishment lor debt or lo other legal process, and no pension provided by lhis Syslem shall be subject to any deductions or assessments by the City. No benerils provided by the syslem shall be altered or modiliad in any respecl due to the lact that any member may be the recipient ol any benelits from any other pension or pension plan; provided, however, workers' compensation benelits paid by the City to a retired member shall be credited against any pension paymenls payable on accounl ol permanent and total disability incurred in the line of duty in the police or lire department, or in the unclassified service as provided in section 66(a)(2). (Election of I l-2-99) Sec, 79. - Oeferred Retirement Option Plan (DROPI. (al Eligibility. Any active member ol thB Syslem may enter into the DROP on the lirst day of any month lollowing the dale upon which the member first becomes eligible tor a normal service relirement, subjecl to lhe provrsions of this section 79. (bl Conditions of eligibility. Upon becoming eligible to parlicipate in the DFIOP, a member who enters the DFIOP before September 1, 2012, may elect to enter that program lor a period not to exceed 36 months. Notwithstandang, DROP participation lor members who enter the DROP before September 1, 2012, may not continue beyond the dale when the membe/s combined years ol creditable service and time in the DROP equals 352 months (387 monlhs for members who were members prior to July 1, 1976). Members who enter lhe DBOP on or aller September 1, 2012, shall be eligible to participate for a period not to exceed sixty (60) months. Notwilhstanding, for those members who enter the DROP on or atter Septembe( 1, 2012, participation may not conlinue beyond the date when the membe/s combined years ol creditable service and time in the DROP equals 456 months. Provided, members who enter the DROP on or before September 30,2015, may extend their DROP participalion period by 12 months, for a total maximum DROP participalion period nol to exceed sevenly-two (72) months; providad further, members who enter the DROP on or aller October 1, 2015, but prior to June 8, 2016 for lntemational Association ol Firefighters, Local 1510 (IAFF) and July 20, 2016 Fratemal Order ol Police, William Nichols Lodge No. 8 (FOP), may extend thek DROP parlicipation period by up to 36 monlhs, lor a lotal maximum DBOP participalion period not to exceed ninety-six (96) monlhs; and provided ,urlher, members who entsr lhe DROP on or atler June 8, 2016 for Internalional Association ol Firetighters, Local 1510 (IAFF) and July 20, 2016 Fratemal Order of Police, William Nichols Lodge No. I (FOP) may parlicipate in the DROP lor a period not to exceed ninety-six (96) months. Provided also that parlicipalion in DROP shall requjre the member to complete and submit the lollowing prior lo stad of DROP payments: 1. Such forms as may be required by lhe Board or Plan Administrator. Election o, the DROP i6 irrevocable once DBOP payments begin. Members who are participating in the DROP on June 8, 2016 ,or lnternational Association of Firelighters, Local 1510 (IAFF) and July 20, 2016 Fralernal Order of Police, William Nichols Lodge No. 8 (FOP) and elect to extend their DROP parlicipation period must complete such lorms as are required by lhe Board no later than oecember 1 , 2016. 18 o o F \FPP49Atl.\eve.yon€\pENSlON PtAN\6 Pl.n Do.ument Amended 09 27 2016\Plriion Pt.n (D.27.2016.do.r o o o 2. A waiver and an irrevocable resignation lrom employment wilh lhe actual date ol termination being the date designated by lhe member as lhe end of his/her DROP participation. The administration and timing ot execulion and delivery ol the waiver and resignation lorms shall meet the requiremenls ol the Age Discrimination in Employmenl Act and the Older Worker,s Benerils Protection Act, as same may be amended from time to time. (cl Conditions ol employment lor DROP padicipanls. Members shall be subiect to termination of employrnent while in DROP to the same exlent as they were in their pre-DROP slatus. A member who has elected the DBOP rsmains an employee during the DROP period and receives all the benerits o, being an employee during the DROP period, except any lorm of pension contribution. ld) Eltect ol DROP paiicipation. 1. A membe/s credilable seNice and his/her accrued benelit under the Syslem shall be delermined on the date ol his/her election to participate in the DROP firsl becomes effective. 2. The member shall not accrue any additional creditablB service while he/she is a participant in the DROP, or atler lermination of participation in the DROP. 3. A DROP participant is not eligibls tor disability b€nelits lrom the Plan. 4. A member may participate in the DROP only once. 5. Ettactive with the starl date of a membe/s DROP participation, conlributions lo lhe Pension Plan by the member and lhe normal cost contribution to lhe Pension Plan by the City, on behall ol ths member, shall cease. (el Pdymenls to DROP accounl. A DROP account shall be crealed for each member who elecls to parlicipate in the DROP. A DROP account shall consist of amounts translened to the DBOP lrom the Plan, which include the monthly retirement benelits, including any luture cost of living increases, lhat would have been payable had the member elected to cease employment and receive a normal retirement benerit upon commencing participation in the DROP, and earnings on those amounts. Provided, members who €nter the DROP on or after Saptembat 1,?O12, and belore September 30, 2013, shall receive a zero percent (0olo) cost ot living adiustment for the lhird (srd) and lourlh (4lh) annual adjustment dates, regardless ol whether the member remains in the DROP for the maximum DBOP participation period. Providsd lurth6r, and notwithstanding any other provision ol the System, any member who enters the DROP on or before September 30, 2015, and elects to exlend lheir DROP participalion period by up to 12 months shall receivo a zero percent (0%) cost of living adjustment for the sixlh (6th) annual adjustment date; and il such member thereafler separates ,rom city employment at any time during the sixlh year ol DROP parlicipation, he/she shall nol receive a cost ol living adjustment on tho sixth annual adjustmenl dale, bul shall receive a cost o, living adiustment on lhe seventh annual adiustment date and each annual adiustment date thereafter. Provided lurther, and notvrithstanding any other provision o, the System, a member who enters the OROP on or aher October 1, 20'15, but prior to June 8,2016 lor lntemalional Association of Firefighters, Local t510 (IAFF) and July 20,2016 Fraternal Order o, Police, William Nichols Lodge No. 8 (FOP), aM elects to oxtend lheir DHOP parlicipalion period by up lo 36 months, shall receive a zero percent (0olo) cost ol living adjuslment for the sixth (6th), seventh (7th) and eighlh (8th) annual adiustment dates; and il such member separates lrom city Bmployment at any time within the 6ixth, seventh or eighth ysar of DBOP parlicipallon, he/she shall nol receive a cost ol living adiustment on the annual adjustment dale next lollowing separation of employment, but shall receive a cost ol living adiustmBnt on each annual adjustmant date therealler. Provided furlher, and notwithstanding any oth€r provision ol the Syslem, a member hired before June 8, 2016 lor lntemational Association o, Firelighters, Local 1510 (IAFF) and July 20, 2016 Fratemal Order ol Police, William Nichols Lodge No. I (FOP) who enlers th€ DROP on or atler June 8, 2016 for lnlemational Association ot Farelighters, Local 1510 (IAFF) and July 20, 2016 Fratemal Ordar of Police, William Nichols Lodge No. I (FOP) shall receive a zero percent (006) cost ol living adjustment lor the sixth (6th), seventh (7th) and eighth (8th) annual adjuslment dates; and if such member separates from city employ,ment at any lime wilhin the sixth (6th), seventh (7th) or eighth (8th) year ol DROP participation, he/she shall not receive a cost of living adjustment on the annual adjustmenl dale next following separation 19 o t.\tPPnSAl-L\everyon€\PENSION PtAN\6. PLn Oocume.t Amended 09.27,2016\Penrion Plan 09 27.2016.do.r of employment, but shall receive a cosl of living adjustment on each annual ad.iustment date thereatler. Provided furlher, and notwithstanding any other provision ol the System, members hired on or afler June 8, 2016 for lntemational Association ol Firelighters, Local 1510 (IAFF) and July 20, 2016 Fraternal Order ol Police, William Nichols Lodge No. I (FOP) who enter the DROP shall receive a zero percenl (0olo) cost ot living adjustment lor the rirst (1st), second (znd), thkd (3rd) and lounh (4th) annual adjustment dales; and il such a member separates from city employment at any time within the first (1sl), second (2nd), lhkd (Srd) or lourlh (4th) year ol DROP participation, he/she 6hall nol receive a cosl ol living adjustment on the annual adiuslment date next following separation ol employment, but shall receive a cost ot living adiuslment on each annual adiustmenl dats th6realter. (f) DROP accounl eamings. 1. Members may direct their DROP accounl balance to any ol lhe invastment options otlered and approved by the Board. Any losses incurred by lhe participant shall not be made up by the City or the Pension Plan. The selection of lhese programs shall be made by the parlicipant on forms provided by the Board. Any and all interest and/or earnings shall be credited to the participant's DBOP account. 2. A membe/s DROP account shall only be crediled or debited wilh earnings while the member is a panicipant in the DROP and, deponding on the DROP Account Pafnenl Options selected, after the member dies, retires, or lsrminat€s employment with the City ol Miami Beach. (gl Paymenl ot DROP accounl lunds. Upon lermination of a member's employment (for any reason, whether by retiremenl, rBsignation, discharge, disability, or death), the retirement benelils payable lo the member or to ths member's beneliciary shall be paid to lhe member or beneliciary and shall no longer be paid to lhe membe/s DROP account. No payments will bs made trom the DFIOP account until the m6mber terminates employrnenl. ln the event ol lhe membe/s death, payment shall b6 made direclly to the membe/s beneliciary. lnl DROP dccount paymenl oplions. Following the termination ol a membe/s employment, lhe member shall select one o, lhe lollowing oplions to begin to receive payrnenl ,mm his/her DROP account. Said selection shall occur no later lhan 30 days prior lo the end ol the DROP participation period or within 30 dap lollowing the termination of a membe/s employrnent il said termination of employment occuni prior to the end of the DFIOP participation period: 1. Lump sum: All accrued DBOP benelits, plus inlerest, shall be paid kom the DROP in a single lump sum payment. 2. Patlial lump sum: A member designated porlion of accrued DBOP benefils, plus interesl, shall be paid from the DROP in a partial lump sum paymenl with the remainder being directly rolled over into an eligible retirement plan. 3. Direct rollover: All accrued OROP benelils, plus interest, shall be paid from the DROP directly lo the custodian of an eligible raliremBnt. 4. Other method(s) ol payment that are in compliance wilh the lntemal Revenue Code end adopted by the Board. (il Death ol DBOP participant lf a DHOP participant dies belore his/her account balances are paid out in full, the parlicipant membe/s designated beneliciary shall have the same rights as the member to elect and receive the pay-out options set forth in Paragraph (h), above. DBOP payments lo a beneficiary shall be in addilion to any other retiremenl benefits payable to the beneficiary. 0) Administration of DROP accounls. 1. The Board shall make such administrative rules as are necessary for the efticient operation of DROP, bul shall neither cr€ate any rule that is inconsislenl with this section 79, nor any rule that would be a mandatory sub.ject ol collective bargaining. 20 o O F:\fPPn9ALL\eleryone\PcNSOtI PLAI{\6 Plan Oo(u.nenr Amend.d 09 27 2016\P!n3bn Plrn 09.27 2016 dod o o o 2. Al all times, lhe DROP will be administered so thal the System remains qualilied under lhe lntemal R€venue Code and is in compliance with the lnlemal Flevenue Code and applicable laws and regulations. {kl [Relaining o[ eamed balance ol accrued leeve.] A member who enters lhe DBOP on or atter September 30, 2013, shall retain the earned balance of accrued sick and vacation leave as of dale of entry into the DROP, and shall continue lo earn sick and vacation leave during lhe DROP period, in accordance wilh the collective bargaining agreement between the City and IAFF, and between the City and FOP, as applicable. While in the DHOP, the member shall have the one-time option ol receiving payment for accrued sick and/or vacation leave, up lo lhe maximum payout upon separation ol employment allowed by lhe applicable collective bargaining agreement; provided, the member shall retain at least one hundred twenty (120) hours ol accrued sick leave atler such paymenl. The one-time election to receive paymenl of leave balances shall be made in any one year ol lhe DROP, by notilying the City no later than August 3l ol that year (unless an allemate date as determined by lhe City and the president ol the respective bargaining unil). Employees may request such paymenl prior to entry into the DROP, but must be in the OBOP at the time of payoul. paynent will be made on the second pay period o, February ol the following year. Upon linal separation lrom employmenl with the City, a member who has parlicipated in the DROP shall be eligible to receive paymenl lor the balance ol all accrued sick and vacation leave as ol the date ot tinal separalion, up to the maximum provided in the collective bargaining agreement, as reduced by the prior payout, il any. ln no event shall payments lor accrued sick or vacalion leave be included in such membe/s Salary lor the purposes ol contributions and benelits under the System. (l) Compliance with lnternal Revenue Code Section 414(k) and 414(i). To the extent required under the lnlsrnal R€venue Code, the DROP shall be treated as a defined contribution plan to the extent that lhe membefs benetits under the System are based on the mgmbe/s DBOP account. The amount ol 'annual additions' (as such term is defined in Section 415(c)(2) ol lhe lntemal Revenue Code and Treasury Regulations S 1.al5(c)-1(b)) which may be attocated under the DBOP to a membe/s DROP accounl for a 'limitation year' may not sxceed the maximum permissible amount under Section 41s(cxl) ot the Internal Revenue Code and Treasury Regutations 5 1.als(c)-t (axl) (the 'Annual Maximum Amount'). ln addition, for purposes o, delermining a membe/s Annual Maximum Amount, ths membe/s compensation shall be delermined in compliance with Treasury Regulations $ 1 .415(c)-2. (Election of I l-2-99; Ord. No.20l0-3705, g 4, I l-17-10; Ord. No. 20t3-3817, g 6,9-30-13; Ord. No.20l5-3970, g 5, l0-14-15; Ord. No.2016{035, g 4,9-27-16) Se(. 80. - Assets to be held in trust; rights of members on termination of System. All assets ot the Fund shall be held by the Board in trusl lor use in providing lhe benetits of the System and paylng its expenses not paid directly by the City; provided lhat no parl ol the corpus or income of the Fund shall be used for, or diverted lo, purposes other than for the exclusive beneril ol members or lheil ben8ficiaries und6r lhe System, prior to the satisfaction of all liabilities lor benerits with respect to them or for the adminislrative expenses o, lh8 System. No person shall have any interest in or right to any Parl of the earnings of lhe Fund, or any rights in, or to, any part of the assets lhereol, excBpt as and to the extenl expressly provided by the Systsm. ln case o, termination of the System, or in the event of lhe discontinuance ol contributions thereunder having the etlect ot such termination, lhe rights of all members ol the System to benefits accrued to the date o, such lermination or discontinuance, to the exlent lhen funded, shall be nonforfeitable. (Election of 9-28-76: election of ll-2-99) 27 o F:\tPP^SALL\everyone\P€NSDN PLAN\6. Plan Oo(ument Amended 09 27 2016\Penion Plrn 0927.2Ot5.docr Sec. 81. - Examination into facts upon which any pension has been tranted. The Board shall have the power to examine into the lacts upon which any pensions are granted under this System, and to ascerlain if any pension has been granted or oblained erroneously, lraudulently or illegally for any reason. The Board shall also be empowered lo purge the pension rolls ol any pensions granted under this System, il the same are lound to be erroneous, fraudulent or illegal lor any reason; and to reclassily any pensioner who, under this System, is erroneously, improperly or illegally classif ied. (Laws ofFla., 1945, ch. 23414,i22;Laws ofFla., 1947, ch.24714, $ 3;election of ll-2-99) Sec. 82, - Military service. (a) Any member ol the Sysl6m or any probationary employee in lhe lire or police deparhent who is absenl lrom lhe service of the City because of service in the uniformed services of the United States (as defined in the Unitormed Services Employmenl and Roemployrnent Bights Act of 1994) who returns to the seNice ol the City having applied lo return while his reemployment rights were protected by law, shall be entilled to all retiremenl rights and privileges under this system if such member, or such probationary employee after he becomes a member, contributes the amount such member or probationary employee would have contributed had he been a member during the period of service in the unilormed services lor which credit is being purchased, and creditable toward service relirement as provided in this section. The amount of any such conlributions shall be determined based on lhe member's Salary in etfect immedialely prior to such period ol absence and lhe lerms ol the Syslem in etlecl at that time. The member shall make any such payments lo the Syslem duting a repayment period equal to lhe lesser ol (i) three limes the member's period of absence lor service in the unilormed services or (ii) live years. The repayment period shall begin on the hter of (i) the dale the member is reemployed by the City and (ii) the date the City notilies the member ol his righls under this section. (b) Eflective September 30, 2013, memb€rs, who have at leasl 5 years but not more than 10 years ol Credilable Service under the System on that dale, may conlnbute an additional amount lo the System in order to receive service crsdit for years ol active mililary seNice in the U.S. Army, Navy, Air Force, Marines or Coast Guard occurring prior to their date o[ employment with the City. A member may purchase up to two years of such service. The price for each such year shall be 10olo (10.5% for members hired on or atler September 30, 2013) ol lhe aggregate ol lhe membe/s Salary during the 12 calendar monlhs immediately preceding the date of such purchase; and such price shall be prorated accordingly il a membe/s election includes a fractional year of service. Any additional benefils attnbutable to service purchased under lhis subsection (b) shall be at lhe benelit multiplier rate ol 3olo per year ol Creditable SeMce, with a total maximum additional benerit of 6% based on two years ol Credited Service purchased. The purchase ot Credilable Service under this subsection (b) for police oflicer members with 5 or more years ol credited service on Seplember 30, 2013 must be completed within 36 months tollowing September 30, 2013. The purchase of Creditable Service under this subseclion (b) lor police ollicer members with less than 5 years of credited service on September 30,2013 musl be completed within 36 monlhs following the date the member compleles 5 years ol Credilable Service. The purchase ol Creditable Service under this subsection (b) for firefighter members wilh 5 or more years of crediled service on Septembor 30, 2013 must be completed within 24 monlhs following September 30, 2013. The purchase ol Creditable Service under this subsection (b) for lirefighter members with less than 5 years ot credited service on Seplember 30, 2013 must be completed within 24 months lollowing the date the member completes 5 years of Creditable Service. A member who does not complele and fully pay lor thB purchase ot Creditable Service under this subseclion (b) within lhe applicable time period specilied herein shall not receive Credilable Service lor more than lhe amount lor which paymanl has been made, and shall not be eligible to purchase Credilable SeNice lor prior mililary service in lhB lulure. 22 o o t \fPPF\9AtL\everyone\PENSION P[AN\6 PLo Oocument Amended 09 27 2015\Peniion Plin 09 27 2016.do.r o o o (c) Notwithstanding any provision o, this plan to the contBry. etfective as ol DecembBr 12, 1994, conlributions, benelits and service credit with respBct lo qualitied military servico will be provided in accordanc€ wilh SBction 414(u) ot lh€ lntemal Revenue Code ol 1986, as amended, and USERRA, as applicable. (LawsofFla., 1945,ch.23414,$24; LawsofFla., I947,ch.24709,$9; LawsofFla., l95l,ch. 27734,84;lawsofFla., 1953,ch.29286,$ l3; electionoftt-2-99;Ord.No.20l3-3817,$7,9- 30-13; Ord. No.20l5-3970, g 6, l0-14-15; Ord. No.20t64035, $ 5,9-27-t6) Sec,83, - Limitations on benefits. (a) ln addition to the other limitations set lodh in this System and notwithslanding any olher provision ol the Syslem to the mntrary, the maximum annual pension payable under the System shall not inctease to an amount in excess of the amount permrtted undar section 415 of the lnlernal B6v6nue Code, with such limitation specifically subiect to subsections (F), (G) and (l) ol section a15(bX2) of the lnternal Revenue Code and sections 415(bX11), 415(kX3) and 415(n) of said Code. The limilation year shall be th6 12.month period ending each Seplember 30. (b) For purposes ol applying the limilations ol section 415 ol the lntemal Bevenua Code, the term 'compensation' shall be determined by relerence lo lhe provisions o[ subseclions (1) and (2) ol Title 26 ol the Code of Federal Regulations, section 1.415-2(d), as modified by subparagraph (10) of that regulation and by section 1434(a) ot the Small Business Job Protoclion Act o, 1996. (Election of I l-7-89; election of ll-2-99; Ord. No. 2Ol5-1790, $ 7, l0-14-15) Sec. 84. - Distribution limitation. Notwithstanding any othBr provision ot this System, all dislributions lrom this System shall conlorm to section 401(a)(9) of lhe lntemal Flevenue Code in general and to section a01(a)(gXC) ot the lntamat Revenue Code in parlicular. Nolwithstanding any other provision of this plan lo lhe contrary, a form ol retiremenl income payable lrom this plan shall satisfy the following conditions: (a) lf the retirement income is payable belore the membe,,s death: (l) lt shall either be distributed or commenco to the member nol later than April 1 o, the calendar year lollowing lhe later of the calendar year in which the m€mbsr attains age 70%, or the calendar year in which the member retires; (2) The distribution shall commence not later than the calandar year delined above; and (a) shall be paid over the lire ol lhe member or over lhe liletimes of the member and the membe/s designated beneliciary or (b) shall be paid over the p€riod exlending not beyond the lile exp€clancy of the member and the mombe/s designated beneliciary. Where a form o, retiroment income paymenl has commenced in accordance with lhe preceding paragraphs and tho member dies before his entire interest in the plan has been disrupted, the remaining ponion of such inlerest in the plan shall be distributed no less rapidly than under the ,orm of dislribution in effecl al lhe time o, the membe/s death. (b) ll the membe/s death occurs b€lor€ the distribution ol his interest in the plan has commenced, the member's enlire interest in ths plan shall be distributed within live years of the membe/s death, unless it is to b€ distribuled in accordance with lhe lollowing rules: (1) The membe/s remaining interest in the plan is payable to his member,s designated bsneficiary; 23 o fr\FPPA9rtL\ev.ryone\PENSION PtAt(5 Pl.n Oo.u.nent Ameod€d 09 27 2015\P.njion Phn 09 27 m16.doo( (2) The remaining inlerest is to be distributed over the lile of the member's designated beneficiary or over a period nol exlending beyond the life expectancy of the member's designaled beneficiary; and (3) Such diskibulion begins within one year of lhe membe/s dealh unless the member's Surviving Spouse is lhe sole designated beneliciary, in which case the distribulion need not begin belore the date on which the member would have attained age 70% and il the memb€/s Surviving Spouse dies berore the diskibution to the Surviving Spouse begins, this section shall be applied as il the Surviving Spouse were the member. (Election of I l-2-99: Ord. No. 2015-3970, $ 8, l0-14-15) S€c.85. - Distributlon to retirement plan. la\ Election by distribulee. This section applies lo dislributions made on or atter January 1, 1993. Notwithstanding any provision of this article lo the conlrary thal would othsrwise limit a distributee's elBction under this section, a distribulee may elect, at the time and in the manner prescribed by the Board, lo have any portion ol an eligible rollover distribution paid directly lo an eligible relirement plan specified by the distribute€ in a direct rollover. (bl Definitions. The following words, terms and phrases, when used in this subsection, shall have the maanings ascribed to them in this subseclion, excepl where the context clearly indicates a ditlerent meaning: 1. Oirect rcllover means a payment by the System to lhe eligible retirement plan specilied by the distributee. Effective as ol January 1, 2008, a non-spouse Beneliciary may make a direcl rollover only to an 'inherited' individual retirement account as described in Seclion 408(b) ol the lnternal Bevenue Code. 2. Distribulee includes an employee or former employee. ln addition, the employee's or lormer employee's Surviving Spouse or domestic parlner is a dastributee with regard to the interest of the Surviving Spouse or domestlc partn6r. Etfective as of January 1,2008, an Employee's or lormer Employee's non-spouse Beneliciary ls a dislnbutee with regard lo lhe inlerest ot the Employee of lormer Employee. 3. Eligible rctiremenl plan means an individual retirement accounl described in seclion 408(a) of the lnt€mal Revenue Code, an individual rgtiremenl annuity descnbBd in section aoB(b) ot the lntemal Revenue Code, an annuity plan described in section 403(a) ot the lnternal Bevenue Code, ora qualilied trusl described in s€ction 401(a) of the lnternal Revenue Code, lhat accepts the distributee's eligible rollover distribulion. Ef,ective tor distributions made atter December 31, 2001, an eligible retirement plan shall also mean an annuity contract described in Section a03(b) ol the lnternal Revenue Code and an eligible plan under Saction 457(b) of the lnternal Revenue Code which is maintained by a state, polilical subdivision ol a slale, or any agency or instrumentality of a state or political subdivision ol a state and which agrees lo separately account for amounts transle]red into such plan lrom lhis Plan. 4, Higible rollover dislribution means any distribution ol all or any porlion ol the balance to the credit ol the distribulee; excepl that an eligible rollover distribution do€s not include any distribution lhat is one ol a series ol substantially equal periodic payments (not less frequently lhan annually) made tor lhe lile (or lil€ expectancy) of the distributee or the joinl lives (or joint lire expectancies) ol the distributee and the dislributee's designated beneficiary, or lor a specified period ol ten years or more; any distribulion to lhe extent such distribution is required under section 401(axg) ol the lnternal Bevenue Code; and the portlon o[ any dislribution that is not includable in gross income. (Election of ll-2-99; election of I l-641; Ord. No. 2015-3970, $ 9, l0-14-15) 24 o o F:\FPPF\SALL\ev€ryone\PEI{SION PLAN\6 Plen oocultlent Amended 09.27-2015\Penrion Phn 09 27-2015 dod o o S€r. 85. - Special rules for membeG employed by the City on or after May 19, f993, (a) For purposes ol determining the provisions ol the System which apply to a member who was employed by lhe City prior to May 19, 1993, and is r€hir€d on or after May t9, 1993, if such a member did not receive a distribulion of his accumulaled contributions upon his terminalion ol employment, he shall be treat€d as a member employed by the City prior to May 19, 1993; in all other cases, lhe member shall be deemed a new employee as o[ his date ol reemployment and the provisions ol lhe plan applicable lo new members on and after May lg, 1993, shall govem. (b) Notwithstanding anything in this article to the contrary, on and atter September 30, 2000, all May 1993 Members shall be lreated as if they were employed by lhe Cily prior to May 19, 1993, for purposes ol determining lheir benelits under the System. May 1993 Members may purchase credilable service lor their probalionary period during the period beginning on June 30, 2000, and ending on September 30, 2000, il they are still employed by lhe City at that time. Any such purchase shall be on such terms and conditions as the Board shall, in ils sole discretion, determine. (Election of I l-2-99) Sec. 87. - Benefits for employees hired on or after July 14, 2010 and prior to September 31, 2013. The pension benefils tor employees hired on or after July 14, 201 0 and prior to September A1 , 2013, shall be as provided in the seclions 61 through 86, except as lollows: (a) Tha benelit multiplier shall be lhree percent (3olo) for each year of creditable service for the first 20 years of service, and lour percent (4"/ol lor each year ol creditable service after 20 years ol creditable service- (b) The normal retirement date shall be as provided in sec. 66, except ttlat a member must complele at least rive years of creditable service, and must attain age 48 lo be eligible lor'Bule ol 70' retiremenl. (c) Final average monthly salary shall be based on the lhree (3) highest paid years or tast three (3) years as the case may be, prior to retiremenl or separation lrom employment. (d) The cost of living adjustment shall be one and one-half percent (1 .5olo) annually. (e) A member shall be vested upon completion of five years of creditable service. (l) The maximum pension benelit shall be as provided in section 1 1-66(e). (Ord. No. 2010-3705, g 5, I I-17-10; Ord. No.20l6-4035, $ 6,9-27-16) Sec. 88. . Benefits for members hired on or after September 30, 2013 and prior to June 8, 2015 for lnternational Association of Firefighters, [ocal 1510 IIAFF] and July 20, 2015 Fraternal Order of Police, William Nichols todge o. 8 {FOP). Notwithstanding any other provision ol the System, lhe pension benelits lor members hired on or after September 30, 2013 and prior to June 8,2016 lor lntemalional Association of Firelighters, Local 1510 (IAFF) and July 20, 2016 Fraternal Order ol Police, William Nichols Lodge No. I (FOP) shall be as provided in the sections 61 through 86, except as follows: (a) The benefit multiplier shall b€ three percent (3olo) tor each ysar ot creditable service lor the tirst 20 years ol service, and lour percenl (4%) for each year ol creditable service after 20 years ol credilable service. 25 o o F:\FPPASAtL\everyone\PENSON PU!J\6- Plan Oo.unenr Afiended 09 27,2015\Penjton Pl.n O$27-20t6.docr (b) The normal retiremenl date shall be as prouded in sec. 66, except that a member must compete at least live years o[ creditable service, and must attain age 48 to be eligible lor'Flule ol 70' retirement. (c)Final average monlhly salary shall be based on the live (5) highest paid years or last five (5) years as lhe case may be, prior to retiremenl or separation from employment. The cost ol living adjustment shall be one and one-half percent (1.5%) annually. A member shall be vested upon complelion ol live years of creditable service. The maximum pension benelil shall be as providsd in seclion 11-66(eI. o (d) (e) (f) (Ord. No.20l3-3817, g 8,9-30-13; Ord. No.20l6-4035, 97,9-2'7-16) Sec. 89. - Benefits for members hired on or after June 8, 2016 for lnternational Association of Firefighters, tocal 1510 (lAFFl and .,uly 20, 2015 Fratemal Order of Police, William Nicholi Lodte No. 8 (FoPl. Notwithstanding any other provision o, the System, the pension benelils for members hired on or atter June 8, 2016 for lnternalional Association of Firefighters, Local 1510 (IAFF) and July 20, 2016 Fraternal Order ol Police, William Nichols Lodge No. I (FOP) shall be as provided in sections 61 through 85, except as tollows: (a) The benefit multiplier shall be three percent (37d lor each year ol creditable service for the ,irst 20 years of service, and ,our percent (4%) lor each year ol credilable service afler 20 years of creditable service. (b) The normal relirement date shall be upon atlainmenl ol age 52 with live or more years of creditable service, or when the sum ol a membe/s age plus years o{ creditable s6rvice equal 70 or more, provided the member has atlained age 48. (c) Final average monthly salary shall be based on the five (5) highest paid years prior to retirement or separation ,rom employment. (d) The cost of living adjustment shall be one and one.half percent (1.5%) annually. (e) The maximum pension benelit shall be as provided in section 1 1-66(e). (t) A member shall be vested upon completion ol live years o, creditable service. (g) The member contribution shall be ten and one-hal, percent ( 10.5olo) ol Salary. (Ord. No.20l6-4035, $ 8,9-27-16) Footnotes: -- (s) -- Edilor's note- On and alrer Seplember 20, 2000. all May 1993 l,4embers shali be lrealed as rl they were employed bylhe Crly pnorlo May 19. 1993. lor purposes ol determining lheirbenefrts under the System.' All relerences to "May 1993 Member" are obsolete atler September 30. 2OOO. 'Sec. 86(b) Special rules lor members employed by the City on or alter May 19. 1993. Editor's nole- Question G ol a special election held Nov. 2. 1999, and approved by voters c, Miaml Beach, amended art. lX in its enlirely to read as herein set oui. See the Felated Speoal Acis Comoaralive Table. 25 o F:\FPPF\Slt(ev.ryoh.\P€NSION PLAN\6. Phn Oo<umenl Am.nd.d 09-27 2015\Penrhfl Plan 09 27 20t6 dod o \,ma trmzo zoaca--{ z @ i ) ) ) / ( ( ( The ULI Review of the Citv S tormwater Program: 201.8o o o (Attachment C) o o o Southeast Florida Climate Chan e Com acto O o o o o o - o \- rcutHtlSt;tottD/l ffi RESILIENT ENERGY SYSTEMS \,, AN INTRODUCTORY GUIDE FOR SOUTHEAST FI-ORIDA I lmplementation support provided by:sustainable Communities With fundint suPPon from:rRtsGtg o o o Report prepored by: lnstitute for Sustainable Communities (on behalf of the Soulheast Florida Regional Climate Change Compact) With support from: U.5. Department of Energy 50utheast Combined Heat and Power Technical Assistance Partnership North Carolana Clean Energy Technology Center August,2019 RtSlLlENT€NERGY SYSTEMS: AN INTRO0UCIOFY GU Dt tOR SOUTHTAST FtOR DA o Table of Contents What are Resilient Energy Systems?6 Combined Heat and Power... . . .9 Mr< rogrrds Sola r+ Stora ge --- Financing Resilient Energy Systems------------------- .------- 12 Frnancrng opportunrtres for Southeast Flor da -. ---...-. . Resilient Energy in the RealWorld: Case Studies--- .------- 17 Case Study 3-- Pro Forma: Resilient Energy Design Example for Southeast Florida '------------21 24 o 3 o RESILIENT EN€RGY SYSTEMS: AN INTRODL,CTORY GUIDE FOR SOUTHtAST FLORIDA _---1C --1,1 ABOUT THE DOCUMENT ln the fallof 2018, lhe Southeast Florida Regional Climate Change Compact (the Compact), in partnership with the Department of Energy's Southeast Combined Heat and Power Technical Assistance Partnership, convened regional stakeholders-including localgovernment staff, non-profit organizations, utility representatives, and institutional building facility managers-to learn from local and national resilient energy system expens during a two day-long implementation workshop titled Resilient Energy Systems. The convening is part of a workshop series designed to advance the implementation of the Climate Compact's Regional Climate Action Plan and specifically focused on recommendations from the Enerpy and Fuel and Rrsk Reduction and Emergencv Management chapters. This guidance report builds upon and suppons the content presented at that workshop with the goalof providing localgovernment staff and other stakeholders with a basic grounding in this topic. All event resources, including expert speaker p resentations, can be found on the event webpage ABOUT THE AUTHORS lnstitute for Sustainable Communities Since 1991, the lnstitute for Sustainable Communities (lSC) has worked in the United States and around the world to help communities, cities, industry, and NGOs accomplish their environmental, economic, and social goals. ISC uses training, technical assistance, peer-to-peer learning, and demonstration projects to help unleash the power of local people and institutions to address immediate challenges and opportunities - all while building those on-the-ground solutions into national and international best practices and policy. At the heart of the organization's approach is results focused, authentic and pragmatic engagement with all stakeholders, which unearths locally-driven and equitable solutions to the biggest challenge we face - global climate change. lSC provides implementation support to the Southeast Florida Regional Climate Change Compact. Learn more at 5ust,rin.org o o and Southeast Combined Heat and Power TechnicalAssistance Partnership {CHP TAP} The Southeast Combined Heat and Power Technical Assistance Pannership (CHP TAP) is part of a network of 10 regional centers under the U.5. DOE CHP Deployment Program that promote and assist in transforming the market for CHP, waste heat to power, microgrids, and district energy with CHP throughout the United States. The CHP TAPs offer technical and educational resources to facilities considering deployment of resilient energy systems. The CHP TAPs also support stakeholders, including regulators, utilities, and policymakers, to identify and reduce the barriers to using CHP to advance efficiency, promote energy independence and enhance the nation's resilient g r ic. North Carolina Clean Energy Technology Center The North Carolina Clean Energy Technology Center was founded in December 1987 as the North Carolina Solar Center. For the last 30 years, the Center has worked closely with partners in government, industry, academia, and the nonprofit community while evolving to include a greater geographic srope and array of clean ener8y technologies. Through the Center's programs and activities, they envision and o tRESILIENT ENERGY SYSTEMS: AN TNTRODUCTORY GU DE FOR SOUTHtAST FtORIDA o seek to promote the development and use of clean energy in ways that stimulate a sustainable economy while reducing dependence on foreign sources of energy, and miti8ating the environmental impacts of fossil fuel use. The Southeast Florida Regional Climate Chan8e Compact Established in 2009 through localgovernment leadership, the Southeast Florida Regional Climate Change Compact (the Compact) is a ground-breaking regional collaborative between Broward, Miami- Dade, Monroe and Palm Beach counties focused on regional coordination and joint action to build climate resilience and reduce greenhouse gas emissions. For 10 years, the Compact counties have successfully collaborated on mitigation and adaptation strategies, built bipartisan support for action, and forged partnerships with key stakeholders, inc lud ing economic development entities, community- based organizations, and the academic community, enabling the development of a regional voice and vision for future prosperity in Southeast Florida. The Compact provides a regional vision for addressrng climate change in Southeast Florida through the Reqional Climate Action plan (RCAP). Regional planning standards, shared policy platforms, and informational resources for municipalaction can be found at www.southeaslf loridaclimatecom act.or o o RESII,IENI ENERGY SYSTEMS: AtJ NTRODUCTORY GU DE FOR SOUTHTAST FtORIDA What are Resilient Energy Systems? Southeast Florida communities are faced with increasingly intense extreme weather events and changing weather patterns as a result of climate change. Hurricanes and extreme weather frequently causes widespread and extended power outages, which can result in significant economic and human loss.r Power outages at critical infrastructure facilities-such as emergency operations centers, shelters, hospitals, and nursing homes-limit and sometimes completely inhibit first responders and emergency managers from adequately providing emergency response services to communities. Vulnerable populations such as the sick, elderly, and those with lower-incomes are at the most risk during energy system failures in Florida, as they face an increased danger of being left without air conditioning during extreme heatr and may require electricity or ref rigeration for life saving medicine or medical equipment Building communities that are resilient to the impacts of climate change requires addressing the vulnerabilities of our energy system and critical infrastructure facilities that serve communities in the event of a disaster. Localgovernments and private building owners in Southeast Florida that oversee these facilities can benefit from creating energy systems that are increasingly resilient to climate-risks. While critical infrastructure facilities typically use diesel generators and other forms of fossil-fueied generation for backup power when the grid Boes down, recent hurricane events have highlighted the risks of relying on diesel as the only backup power option given the potential of diesel supplies running out during a sustained outage, or equipment failure. Resilient energy systems are electric and thermal generation technologies, software, and processes designed to maintain critical services through grid disruptions. Resilient energy syst€ms are inherently flexible-often designed around location-specific energy solutions and scalable according to the facility's operational needs. Resilient energy systems often deploy prescribed, automated, and precise responses to systems changes, ensuring criticaloperations are maintained through a disruption without requiring continual decision making. Designing energy systems to be resilient through extreme weather offers broader non-emergency benefits to the community. lncreasing the diversity of energy sources ensures the overall stability of the electricalgrid. Resilient energy systems promote ongoing monitoring and maintenance of energy system components, and can also reduce year-round energy costs through on-site energy generation and storage that offsets purchased electricity overall, and/or reduces electricity purchased at peak times. O o Ch ttum An.a and Re f Gr.ce )A18 Valutnq Dt.ttabuted Ene.gy Resot.Gs Cambt.ed H€at o.a Pat\tet ano the tlodetr Gttd Wh t€ PaDr, !1/ash ngton DC Afier car Counc] lor an tnergt tfficient tconomy Robin5or t"4a,rrele.noS€tht4Lrlendor€ 2019 R€sir€nt So.rthE.st Expor.gOpport!ntieslorSola'-SloragE.l\4rafl ll Ap,r:5 o 6RESILIENT ENERGY SYSTEMS: AN INTRODUCTORY GUIDE FOR SOUTHEAST F LOR IDA o o The Climate Compact's Regional Climate Action Plan recommends increasing lon8-term community resilience and disaster recovery throuBh distributed solar generation, battery storage, microgrids, CHP, and other techniques of distributed production and storage. Additionally, the Regional Climate Action Plan recommends prioritizing these resilient power systems at emergency command centers, shelters, hospitals, senior living centers, and multifamily affordable housing units. Resilient Energy Technologies Resilient energy system desiBns vary depending on local vulnerabilities, electricity production, grid structure, and regulatory environments. However, the core design principle in resilient ener8y systems is distributed energy resources and generution.ln order to maintain critical infrastructure and services when the centralized energy grid is disrupted, resilient energy systems rely on decentralized energy production and storage technologies, usinB a combination of production and storage technologies based on local needs. Distributed Generation (DG) technologies such as combined heat and power and rooftop solar can be combined with energy storage and management resources such as batteries, sensors, and monitorinB technology for more localized control. Three key resilient energy technologies that cities and utilities deploy are combined heot ond power, miuogtids, and solor+storoge. The resiliency of a specific technology can vary from location to location depending on what hazards it and the facility are exposed to. Some technologies and supporting infrastructure offer more reliable and resilient service from certain ha2ards. A resilient energy system should be designed based on the local natural hazards a community faces. The U.5. Department of Energy Distributed Energy Disaster Matrix (page 8) outlines the susceptibility of different energy technologies to natural disasters and weather events. 7 o RESIIIEN'I ENERGY SYSTEMS: A[] I'IIRODUCIORY GUIDf tOR sOUTHtAST FLORIDA R.nklng Cdlad. Fou basic ctilena warc lscd to osrimale lha wlnerability ol a esourca dunng cach typ ol disos?a, avenl They nclu& the hkehld ol exp€r,drrcng 1 a lual suwly ntorrupnon. 2 damqa lo cqupnpnt. 3. performance limtaias. or 4. a plennd ot lotcod shutdgwn nahcates tll€ tosoutcc ts unhkot lo elqraoce aaY tmqacls o ,/rdcalbs lho ,Esoa/rco ,s hkcly to axpaneoce ae l*o. o, thrce np&E ,rdc€tbs ,ho rasoa/rE! rs lkcly lo ar.rt.nco { tou, npets o oe o Batlery Storage BiomassJBiogas CHP Oistributed Solar Natural Gas CHP Slandby Generators oeeoo ooeeoe oooeeo eeoooe Ftooding High Winds E"nhquakes Witdfircs Sno tcc +o6'IFO Exlreme Temperature Natural Disaster I or Storm Events I Cleon Energy Group This toolkit includes reports and analysis by Clean Energy Group and partner organizations focused on the components of a resilient power system project: technology, financing, project evaluation, project development, and policy considerations. R€SII-I€NT ENER6Y SYSTEMS o Drstributed Wind Eetter Buildings, U.S. Deportment ol Energy This guide provides an introduction to the distributed generation technologies and planning guidance for state and local decision-makers to ensure energy supply to critical infrastructure. The guide also includes case studies of how public and private leaders have designed and invested in resilient energy for hospitals, universities and schools, correctional facilities, wastewater treatment plants, and multi-family homes. Eetter Buildings, U.S. Oepaftment of Energy, 2018 This issue brief provides an overview of the vulnerabilities and strengths of different resilient energy system technologies, and how they may perform in a variety of natural disasters or storm events. Local government and private property owners interested in investing in resilient energy systems can use this analysis to determine what te€hnologies best suit their site, based on the local natural hazards. eeeee eeeoo COMBINED HEAT AND POWERo o The U.S. Department of Energy CHP Deployment Program provides stakeholders with the market analysis, research, and policy tools necessary to identify CHP market opportunities of cost+ffective applications within commercial, industrial and institutional facilities. . lj-s- Deoartment ol Energv CHP Technical Assistance Partnershio lCHp TAPI - Southeast The CHP TAPS offer no-cost resources including, screenin8s, technical assistance, and expert advice to help determine if CHP is a good fit for sites interested in efficiency, cost savings and resilience. The CHP TAPS provide fact-based, unbiased education to advance sound cHP programs and policies. This database provides public and private facility owners a comprehensive list of companies that provides packaged CHP that have been approved by DOE's performance requirements, and committed to responsible installation and maintenance of the ener8y system. The a o RESII.I€NT ENERGY SYSTEMS Combined Heot ond Powet (CHP), also known as cogenerotion, is a process of energy generation that captures the thermal energy emitted from a naturalgas or biomass generator and uses that waste heat to heat or cool buildings and water on-site. CHP is typically 40-60% more efficient than non-CHP natural gas production.r Because of the on-site utilization of waste heat, CHP systems are used as on-site generation for large buildings or facilities, offsetting some or all of the electricity purchased from a utility. CHP systems can be designed to island from the utility grid, therefore offering high-capacity onsite generation that can continue to operate when the electricity grid fails. Currently, CHP systems account for 8% of U.S. electricity generating capacity through over 4,400 industrial and commercial facilities. The basic design of a CHP system consists of capturing th€ waste heat through steam or water during generation, through a heat recovery unit, or by utilizing a steam turbine. CHP systems are designated b! thelr pime movet technologies, or the type of technology a system uses to generate electricity. Common prime mover technologies in CHP include reciprocating engines, gas turbines, micro turbines, fuel cells, and boiler/steam turbines. Each technology varies in size, electric efficiency, CHP efficiency, and cost.' For a full comparison of CHP technologies based on-site needs, refer to the U.S. Deoartment of Energv's Combined Heat and Power Technologv Fact 5heet. I d Dtttt,ruira 6ttrc.atrcti tDC)tot Retti)a.(r llo.. tjQ 6ud( 2()17 Cof b i(C H.,rl ifd Powcr Itrh, oLot,, t..1 She!1 S(.l('€tgt 9. 9 ecatalog also indicates when an equipment package is eligible for a state, local government, and utility incentive program, based on the location of the facility. This catalogue of CHP installations and over 130 CHP project fact sheets from CHP Technical fusistance Partnership is searchable by geography, type of technology, and sector or application. CHP Site Screening Tool can provide a quick individual site screening assessment for CHP, based on a few simple user inputs and predetermined metrics. a a o o O Through a series of case studies, this report outlines how different CHP energy systems serving critical inftastructure performed during Superstorm Sandy. The impacts of the storm provide a litmus test for how a variety of CHP technology, sizes, and fuel sources fared when faced with extreme stress on the power grid. ICF lnternotionol, 2073 MICROGRIDS RESILIENT ENERGY SYSTEMS CHP Policies and lncentives Database (dCHPPl Environmentol Protecti Agen(y The CHP policaes and incentives databas€ is an online U.S. CHP policy database hosted by the Environmental Protection Agency. The dCllPP allows users to search for CHP policies and incentives at federal, state, and local levels including eligibility requirements. This infomation is updated annually. A microgrid is a locally controlled electrical power system of energy loads and resources with distinct boundaries that is both connected with the main electric grid, and can disconnect ("island") and function independently.5 A microgrid connects to the grid at a point of common coupling, maintaining voltage at the same level as the main grid, untilthere is some sort of problem on the grid or other reason to disconnect. A switch can separate the microgrid from the main Brid automatically or manually and it then functions as an island.6 Despite the title, there is no standard size that defines microgrids- they are smaller relative to the centrally regulated grid from which they can connect and disconnect. There are two main categories of microgrids: customer microgrids (''true grids"), and utality microgrids (or "community microgrids"). Customer microgrids are systems developed by utility customers downstream of the regulatory utility metering. These microgrids rely on storage, transference, and )O79 Mtoogndsot Betkeley Lob: About Mtcrog.tds hl\p 2Ol4- DeDodment of tne.ot Haw Mtrootid\ Work tunr 10 o SOLAR+STORAGE o gement 2077 This report outlines the basic structure of microgrids and the value proposition based on utility grid vulnerabilities and challenges. lt outlines the characteristics and design of different types of microgrids based on their market setting. electricitv beci a su rge in demand Cleon Energy Group, 2079 This report evaluates the economic and political feasibility of solar+storage in the city of Miami, examining four types of facilities critical during a natural disaster: schools, nursing homes, fire stations, and multifumily housing buildings. The analysis models based on two different contexts, an economic scenario based on everyday bill savings, and a resilient scenario based on the benefits ofo TNT ENERGY SYSTEMS Beneration technology that is separate from the centralized grid. Utility microgrids rcly on subsections of existing regulated electricity grids in order to transfer electricity locally. Solor+storoge refers to a microgrid system that pairs solar photovoltaic (PV) and battery technology, enabling buildings that have solar PV arrays to continue to generate and use solar power when the grid fails. With net metered, grid-tied solar arrays, the grid functions as an energy bank for any excess energy produced. However, under emergency situations when the grid shuts down, grid-tied solar arrays are designed to also shut down to prevent excess energy from being fed back into the grid and endangering line workers. With on-site battery storage and islanding capacities, solar+storage systems can disconnect from the centralgrid and rely on locally stored solar electricity to power buildings during grid failures. Microsrids: What Every Citv Should Xnow Center lor Climote ond Eneqy btutions, 2077 This brief seek to introduce microSrids as a potential solution to local challenges, describes current financial and legal barriers, legal considerations, as well as the role that local governments can play. Solor Morket Pothwoys, U.S. Deportment of Energy, 2077 This toolkit offers resources, case studies, and tools on the planning, technical design, and financing of resilient solar+storage energy technologies. Cleon Energy Group, 2075 This report describes the structure and design of solar+stoEge systems, outlining the common options for hardware components (PV arrays, batteries, and inverteB) and providing guidance on how building owners can plan on sizing their system. The report includes a project checklist to help building owners get started in planning a solar+storage systems, including critical questions to consider. o o o backup power during grid outages. This report is part of a series of reviews ofthe potential for solar+storage in five southeast cities, produced under the Resilient Power Proiect. Solar+Storaqe Proiect Checklist Cleon Energy Group, 2076 The Solar+Storage Project Checklist was designed to help cities or developers assess whether solar storage battery systems make sense for their buildings. The checklist helps a building owner look at their utility bill, critical loads and solar needs, and evaluate how solar+storage systems mi8ht help them protect their occupants. Financing Resilient Energy Systems A key barrier to deploying resilient energv technologies has been the access to capital with terms that make these investments economically viable to municipalities, communities, and developers. The Clean Energy Group's report F tnoncno For Resilrcn t Powet , describes four categories of financing opportunities for resilient power projects in detail: bond financing, clean energy financial institution initiatives, credit enhancement, and public and private ownership structures. Large, well-resourced organizations, such as large local governments and colleges or universities, may find self-financing using internal funds to be the lowest-cost source of capital. However, for the many communities under significant budgetary constraints, project finance is a key mechanism to allow the expansion of resilient, clean energy technologies. RESILIENT ENERGY SYSTEMS: AN NIFO:3UIDT FOR SOUTHEAST FLORIDI o o BOND FINANCING General obligation bonds Morris Model 50,|(cX3) bonds Housing bond5 School construction bond5 Disaster re(overy/climale resiliency bonds Commercial/municipal PACE bonds o CLEAN ENERGY FINANCIAL INSTITUTIONS State Energy Resi[ence Bank5 warehouse credit facility West Coast lnfrastructure Exchange model PUBLIC AND PRIVATE OWNERSHIP STRUCTURES 3rd party ownership with PPA Muni(lpal improvement distri(tr Utility owner5hip CREDIT ENHANCEMENTS Public benefit funds U.5. DOE Loan 6uaranty FINANCING OPPORTUNITIES FOR SOUTHEAST FLORIDA Municipal Bond Funding or "Green" Municipal Bonds The U.5. municipal bond market is a large, traditional financing vehicle for large-scale, long-term capital intensive projects and operatronalexpenses in slates and cities. A variety of bonds are available to local governments to fanance clean energy projects, and can be employed with different tax liability and forms of security including general obligation or revenue. Standalone bond financing for small clean energy projects (i.e. less than 55 million) is uncommon because of the high transaction costs associated with bond issuance. However, smaller projects are frequently "wrapped" into larger bond issuances, or a municipality could issue a bond to create a loan pool for smaller projects.; Green bonds offer the same benefits as a typical municipal bond. However, they have a few distinguishing features: proceeds are earmarked for a variety of climate mitigation and adaptation o 2019. Ofl'(e ot E nergt tlltcEnq ono Rc.ewobte E.?tqy Bo.dtngr RESlLlENr ENERGY SYSTEMST AN NTRODUClORY Gt, Dt FOR -qOUTHEAST FtOR DA 13 investments, inclusive of clean energy and storage proiects; they are labeled as "green" by their issuer; and the issuer tracks and reports on the use of proceeds to ensure green compliance.' Tax-exempt Low-income Housing Bonds State-chartered bonds, including healthcare facility authoritaes, housing finance agencies, higher education facility authorities, among others, exist in every state.- These eligible authorities can use tax- exempt bonds at low-interest rates to finance renewable ener8y projects with the rehabilitation of an existing low-income or elderly housing project, or for the construction of a new project, provided the developer sets aside all or a portion of the units for tenants who have very low', low- or moderate' income.lc Property Assessed Clean Energy (PACE) Financing Property Assessed Clean Energv (PACE) is a financing mechanism that enables a property owner to access low-cost, long-term capitalfor energy efficiency, renewable energy (including solar+storage), and other wind-resistance/resiliency projects. and make repayments via an assessment on their property tax bilr. The State of Florida passed enablinB legislation for PACE in 2010. local governments can voluntarily adopt an ordinance or resolution to create a program that will allow them to provide the upfront funds to cover the financing costs for the qualifying improvements for residential and commercial buildinB owners, secured by a non'ad valorem assessment on the property paid through the property tax bill. Broward, Miami-Dade, Monroe, and Palm Beach Counties have both residentialand commercial (C- PACE) programs. Florida commercial PACE issued loans totaled over S13 million in 2017, covering a variety of energy projects in 79 buildings.;: Although C-PACE has traditionally been used to finance energy efficiency improvements, in the past few years energy storage projects have begun to emerBe. C- PACE funded its first solar+storage microgrid in 2016.rr Grant Funding Many localgovernments subsidize their financing of resilient energy systems with direct external funding through Brants. The most stable and substantial set of grant opportunities is within federal agencies, focused on emergency funding and community development. ln recent years, FEMA and NOAA have allocated disaster funds towards pre-disaster risk mitigation. Often, local governments apply to fund their broad strategies for risk reduction, and resilient energy systems are a subsection of the application. Pursuing grant funding for specific resilient energy projects does require preparatory work n d Ho$ to r5\!,e A Gr.e. tlun, Bond rr€ Grtef Mun Eond P .ybook Gt.?. Cnt 8..ct .d Ta, t\€:rpr EonC t nen. .t lor l'lo.,r.or l O,E.]. i.: one a.o .d!!l' es O.'.',:..'ane.S, a.'1.,.,., S i..,{ni.ea.€,q' Sa.d€rs Rorerl 6 l0l{ fie,\ i,e-i po$!: t n,rnc rE 1.. C e.. Re! lenr Por,(', 5o ur o,)s aiea. a-: !:' G.,,.,r O:r.b., 2017 2017 C pACt t(o,'o.r,. t.€rE! .nd tn!,'oFnrenin nlpaci R!porl' P,4aa Nol^rn 'i .d C'.,ht t,.toiPa(LFilo..inq.lotl,/t(,cA,rl rir,taL tPJ,lrtn A((L .u.il,4,1rrh.'t 1019 ,lt|l!,1 'lo, lTl RESILIENT ENERGY SYSTEMS: AN TNTRODUCTORY GU DE FOR SOUTHtAST t tO RIDA 14 o o Clean Energy Group, 2074 This resource provides a comprehensive overview of the main types of financing mechanisms, finance institutions, and ownership structures that local Bovernments have used for resilient energy projects in recent history. Cleon Energy Group ond the Council of Development Finonce Aqencies, Report Prepored for the Cleon Energy ond Bond Finonce lnitiotive (CE+BFl), 2013 This report identifies several financing strategies at the state and municipal levelthat can be adapted and implemented to accelerate clean energy deployment. The document outlines the ways in which well€stablished, conventional financing tools such as bonds can help dramatically increase investment in these solutions, through access to low-cost, long-term capital markets. lt also explores the change that must occur to transfer conventional credit enhancement tools to the clean energy sector in order to raise capital to scale. Bettet Buildings, U.S. Deportment ol Energy This online tool helps public and private entities determine what financinB options may work for building energy efficiency proiects. By answering a few questions about a project, users will receive guidance on what financing options best fit their scenario. Users can also connect to Better Buildings o to develop the necessary relationships to apply. Local governments should seek to develop relationships with utilities and craft a plan for implementing resilient energy solutions prior to grant application, as these components are challenging to integrate after the fact. Potential federal grant opportunities for resilient energy system investments include o U.S. Economic Development Administration (EDA) 2018 Disaster Supplemental . FEMA Prepa redness Grants o FEMA Hazard Mitigation Assistance 2018 Pre-Disaster Miti8ation Grant (PDM) ' Hazard Mitigation Grant Program (HMGP) . HUD Community Development Block Grant-Disaster Recovery (CDBG-DR) o USDA Rural Energy for America Program Renewable Energy Systems & Energy Efficiencl lmorovement Guaranteed Loans & Grants RESILI€N'f €NERGY SYST€MS: /rl'r r!'r RY GUIOE FOR SOUTHTASl FIORIDA United Stotes Globol Change Reseorch Prqrom, 2016 This component of the U.S. Climate Resilience toolkit provides a select list of public and private foundation grants that offer funding for local government resilience investments. o o RESITIENT ENERGY SYSTEMS o Financiol Allies - representatives from financing companies that have committed to energy efficiency, renewables, and generation project financing. Financial allies are active in all types of building sectors, from residential to governmental, and represent large and small companies. Combined Heat and Power (CHPI Financine Primer lCF, Prepored for U.S. Depoftment of Energy Advonced Monulocturing Office, 2017 This financing primer provides checklists of information that financiers need to evaluate CHP investment opportunities, and discusses how CHP developers can best tailor their financing approach to a specific pro,iect. lt provides an outline of various CHP financing options, a timeline for financing a CHP project, and information on making the business case for such a project. North C.orolino Cleon Energy Technology Center The Database for State lncentives, Renewables and Efficiency (DSIRE), managed by the NC Clean Energy Technology Center, lists more than 100 incentaves surrounding various distributed energy resource opportunities. o CASE STUDY 1- Montgomery County, Maryland Microgrid Public-Private Partnership res b s hou decreaSrnE o Project Summary Renewab OEV€ headquaners and the Montgomery County Correctional Facility. These microgr Ene safety rdesigr buildir e rvice s to maintain a high threshold of criticalservice during county-wide grid fa demand and increasing production capacity. The public safety headquan cntrcalto the Count\i sPortat manaSem Emergency Management and Homeland 5ecurity, and the central police station Maryland Energy Association and in partnership with the U.5. Department of E and Power for Resiliency Accelerator, Montgomery County implemented thes€ projects in 2018.14 t resources, Office of . With support from th( )ergy's combaned Heat two pilot microgrid These pilot microgrid projects relied on an innovative public-private partnership to finance the resilience benefits at little to no cost to Montgomery County. While the County benefits from the resilience and microgrid capabilities of these energy systems, it does not fully own and operate them. The County partnered with Duke Energy Renewables to invest in and operate the system for its projected lifespan of O RESII,IENT INERGY SYSTEMS 5( Resilient Energy in the Real World: Case Studies t- IIi 7'!I - I I n rll I 1I \ I t n .l '/ ! \!l b-_r# |< I ./\ -7-n- .! 11 25 years, and Schneider Electric company to construct and maintain the systems. The County now purchases the electricity and generated heat from their private partners. rs Drivers Montgomery County faced several extreme weather events between 2010 and 2012 that left many citizens in the County without power for long periods of time. Within Montgomery County, the Office of Energy and Sustainability worked with the Department of General Services to focus on energy resiliency and reliability for key sectors, staning with a series of assessments of government facilities that provide critical services. Additionally, changes in the local utility regulatory environment provided opportunities to explore and invest in resilient energy systems. The recent merger of utility companies Exelon Corporation and Pepco Holdings lnc. included new commitments to reliability and resilience standards, and the Maryland Publjc Service Commissaon started a "G rid-of-the-Futu re" initiatave to consider deploying smart grid solutions.:6 Energy System Design These resilient energy systems function as individual microgrids with on-site energy generation through solar panels and naturalgas. The public safety headquarters microgrid also utilizes combined heat and power (CHP), DC fast charginB stations, absorption chillers, and cybersecurity controls. The combination of onsite generation through solar, and increased energy efficiencies through CHP will greatly increase the public safety headquarters site capacity for energy resources during extreme weather events.i- This resilient energy system design is the first of its kind to receive a platinum certification from the Green Business Certification lnc.'s PEER rating system (a LEED green building rating corollary for power systems). Approximate Specifications o Solar Photovoltaic Canopy: 2 MW . Combined Heat and Power System: 800 kW . Estimated Power Generation: 3.4 million kWh per year . Reduction of greenhouse gas emissions: 5,900 metric tons per year:8 Future lmplementation Montgomery County Department of GeneralServices is assessing the resiliency of all County facilities in order to determine what other services are essential during a power outage and how to maintain those services. Learning from the two pilot projects implemented in 2018, Montgomery County and PEPCO are l0i8 Montgorn.r! (o\rnll l,4D Cap ror Re! ren.e A..(.rc.ato. Parrne, Ir'.)1 ( Bette. tsnnd).9\ )rne ' ( A''.. .'t"t a,:;'). 5-i'. 'iio' a! i.Drr:5rr.ai \,t;.a1n ia t \r',:,:a 'i RESIIIENT ENERGY SYSTEMS: AN NIPODUCTOPY GU Dt FOR SOUTHfAST FLOFIDA 18 O o working to identify other potential facilities where micro8rids or smaller installations of CHP could be deployed.r" Lessons Learned . Timelines for designing microgrid solutions are lon8, especially when coordinatlng implementation with available utility or state program rncentives. . Decision-makers need support to understand project details and benefits, especially the county attorneys. Specifically, it is important to work wilh the Public Service Commission to show how resilienl energy system projects will benefit ratepayers. - CASE STUDY 2 - City of Coral Gables Emergency Operations Center Microgrid Proiect Summary The City of CoralGables in Florida has committed to create a city energy system that can generate power during electric grid failures - saving lives and money, all while producing zero carbon emissions. Through a 2018 BloomberR Mavors Challenae desiHn award, the City of CoralGables has the opportunity to build a resilient solar-powered micro-grid to prioritize power distribution to critlcal infrastructure during emergencies. With a 6-month planning grant, the City developed a prototype of a resilient energy Brid centered around the City's Emergency Operations Center (EOC), which includes the public safety building and 911 center. The goal of this resilient energy system project is to ensure the city can conduct critical emergency response efficiently and quickly, regardless of the electrical grid status. Orivers With increasing frequency and intensity of extreme weather events impacting the Florida coast, Coral Gables will need more resilient energy systems to provide emergency services during natural disasters The damage caused by Hurricane lrma in 2017 highlighted the vulnerabilities that South Florida communities like Coral Gables face. After Hurricane lrma, over 80% of buildings in Coral Gables faced power outages for a week after the storm. These outages affected residential and public buildings, including public safety and fire stations. ln one instance, a fire station that relies on natural gas was without power for several days due to tree debris blocking roadways and hampering refueling. Energy System Design The EOC prototype, designed in partnership with the University of Miami, will integrate efficient hardware that reduces energy demand, new smart software technology that manages energy supply, o 2018 'Monteomery CounIy. MD CHP for Rei lrenr€ A(re e.aror Partner Ptolile Bettet Butldngs )u^e 2018 MontBomery touflty. MD CHP for Resrl,ence Acceleralor Partner Ptofile Eettet Butldtnos )fip RESII,IENT ENERGY SYSTEMS: AN TNTRODUCTORY GUIDt rOP SOUTHTASI tlOR DA 19 and a comprehensive standard operating procedure that prioritizes services across city departments during emergencies. Hordwore The main hardware design of the resilient energy system is on-site energy storage and generation at the EOC, with a transfer switch that enables disconnection from the central electric grid. The EOC will store high efficiency Tesla batteries on-site, install solar panels on the rooftop of the public safety building, and shift from physicalto virtual servers that require less energy to operate This hardware allows the EOC to use energy from back-up storage when the centralenergy grid fails and continue to replenish that battery storage through solar energy. Ap prox imate Spec ifi cot ion s . Roof Size: 40,000 sq ft o Solar Panels: 144 sq ft, 320 sq ft . On-site Batteries: 4 x 5 x 6feet o Estimated Power Load: 50 kW (power for servers and back-up 911 systems) Sot'twore The new software integrated into the resilient energy system, programmed by a research team at the University of Miami, can prioritize energy load in real time based on a system of sensors and an internal decision-making model. The CoralGables system manages three critical energy loads durlng storms: servers from the emergency data center, the 911 response system, and electric lighting of the Eoc. A Smorter Stondord Operoting Procedure ln addition to changes in the physical design and technology of the electric system, the Citv of Coral Gables proactively developed decision-makinB protocol to guide city personnel during an emergency. The city anticipated that when relying on stored battery power as the sole source of energy for emer8ency systems, they will have to make critical decisions to shut down equipment as the battery charge depletes. To prepare for that, the City developed a comprehensive management plan that includes an incident response plan for power outages that prioritizes power differently at different energy thresholds. The City worked with emergency and public safety staff from every department to plan the priority protocol for their services considering power interruptions or extended outages. The resulting "Smart Standard Operating Procedure" also integrated existing building codes, rules, regulations, and emergency management requirements into one response process. For example, the operating procedure includes both fire watch and the required period of generator fuel autonomy. Future lmplementation The City of Coral Gables is currently seeking external funding to implement the emergency microgrid system prototype for the EOC. The design will cost S1.5 million to implement, with City funds to match o o O RESltlENr ENERGY SYSTEMS: AN INTRODUCTORY GU Dt FOR SOUTHtAST tLORIDA 20 o lf implementation funding is not available for immediate scaling, Coral Gables plans on integrating these design parameters into their new LEED Silver municipal building. Lessons Learned Start with a prototype of one building and focus on the most critical emerBency systems. Shifting localized energy supply and distribution design is difficult and time intensive. With Bloomberg funding and a partnership with the University of Miami, Coral Gables was able to design this system within one year. While the City of Coral Gables recognizes the public enthusiasm for a citv-wide, non-emer8ency micro8rid, immediate plans must first test the applicability of this design for reducing risk. Educate the community on emergency systems and gather community input, For Coral Gables, it was important to both educate and engage the public on this energy system design. The City invested in figuring out how to communicate technical design components to the general public, and gathering the community's input on how they wanted their emergency systems to respond. Through a storyboard, the City walked the community through the progression of events during a hurricane, what issues public safety officials regularly experience, and what the new system could do to mitigate those issues. New operating procedures were just as important as new hardware and software. The combination of solar panels, battery storage, and software that can manage the distribution of power to different emergency departments gives Coral Gables the physical capacity to prevent sudden disruption oi service. But it was Coral Gables'proactive decision-making with each emergency department that truly enables the City to respond and adapt in the face of a natural disaster. CASE STUDY 3 - Miami-Dade County Water and Sewer Department South District wastewater Treatment Plant Combined Heat and Power Facility Project Summary Miami-Dade County's Water and Sewer Department (WASD) first invested in a cogeneration facility (CHP - Combined Heat & Power) to generate electricity at the South District Wastewater Treatment Plant in 1991 using biogas from anaerobic digestion as part of its wastewater treatment process. WASD's CHP projects at individualfacilities were initiated and have evolved through multiple capital improvement projects. ln 2011, Miami-Dade County recognized that methane gas produced at the landfilladjacent to its South District wastewater facility, coupled with digester Bas produced within the plant (and natural pipe-line gas when required), could significantly reduce electricity demand at the wastewater facility. To this end, o O RESILIENI ENERGY SYSTEMS: AN INTRODUCTOPI GU Df FOR SOUTHEAST FtOFIDA 21 the County up8raded and replaced the previous 2.7 MW cogeneration system at the South District Plant with state-of-the-a rt CHP equipment. Completed in 2014 by Brown and Caldwell and its design-build partner Poole & Kent, the 8 MW cogeneration system uses three different fuel types (digester biogas, landfill biogas and natural pipe-line gas) with potentialannualcost savings to the County between 5650,000-51.5M. Additional upgrades to the plant's electrical distribution system and its connection to the localelectric utility are estimated to increase annual savings to the County of between S650,000-52.5M. Drivers WASD is Florida Power and Light's single largest customer in South Florida. Energy use by WASD represents 27o/o of the county's total energy bill and 3.5% of wASD's operating budget. Key factors driving WASD's approach to expanding CHP and energy efficiency at its facility are its focus on utility and county-wide emissions reductions, resilience improvements, sustainability commitments, as well as the desire for energy security and cost savings. Additionally, WASD is shifting to an inte8rated utility management approach, which includes effectively managing utality costs, reducing environmental impacts and pe rfo rma nce-based decision making strategies which aim to improve operational efficiencies and reduce energy. These considerations make the deployment of CHP technology an attractive solution to meetinB WASD's goals. Energy System Design The South District Wastewater Treatment Plant's CHP facility consists of four, 2MW cogeneration engines, using several waste to energy sources, including biogas, landfill gas, and waste heat. Anaerobic digestion produces biogas and methane captured from the adjacent landfill is piped to the plant, producing both electricity and heat. The waste heat can then be used within the digesters, to dry biosolids, and to cool the cogeneration building. App roxim ote Specificotions . Four cogeneration engines - 2 MW per en8ine o CHP system with parallel interconnection to local electric utility provides up to 30% of the South District Wastewater Treatment Plant's energy needs . Annual savings potential between 9650,000 - S1.5M Future lmplementation Miami-Dade WASD has partnered with the U.5. Department of Energy Better Buildings Combined Heat and Power (CHP) for Resiliency Accelerator and well as the Better Buildings Sustainable Wastewater Infrastructure of the Future Accelerator (SWlFt). O o o RESItIENT ENERGY SYSTEMS: AN INTRO0UCIOFl GUIDt FOR SOUTHiAST FtORIDA 22 O The CHP Accelerator worked to support and expand the consideration of CHP solutions to keep critical infrastructure operational every day and night regardless of exlernal events. As a collaborative eflort with states, communities, utilities, and other stakeholders, partners examined the perceptions of CHP among resiliency planners, identified gaps in current technologies or information relative to resiliency needs, and developed plans for communities to capitalize on CHP's strengths as a reliable, high- efficiency, lower-emissions electricity and heating/cooling source for critical infrastructure. The Sustainable Wastewater lnfrastructure of the Future Accelerator (5WlFt) works over three years with state, regional, and iocai a8encies that are engaging with water resource recovery facilities in their jurisdiction to accelerate a pathway toward a sustainable infrastructure. This DOE initiative will build upon and leverage a substantial portfolio of work, resources and partnerships established by the U.S. Environmental Protection Agency (EPA) and various industry partners to add a new set of partners focused on developing actions and solutions in the energy-water nexus. DOE recognizes EPA's Office of Wastewater Management (OWM) leadership and will coordinate with EPA and this growing coalition on approaches to assist Accelerator partners chart pathways to sustainability. The Accelerator aims to cataly2e the adoption of innovative and best-practice approaches in data management, technologies, and financing for infrastructure improvement. SWIFt Partners will seek to improve the energy efficiency of their participatinS water resource recovery facilities by at least 30%. Partner solutions will provide model plans and road-tested examples that other water resource recovery facilities can follow on their path to a sustainable wastewater infrastructure. The Accelerator concludes with a detailed infrastructure improvement plan including an adopted enterprise-wide energy policy, detailed cost measures (processes, data, energy storage, renewables, hardware, controls, etc.)with outlined time scheduling and financing, as well as catalyst programs for further development like USDOE Better Plants and ISO 50001 Ready Program. Lessons Lea rned . En8age operations staff al the project planning phase to ensure effective design and to maximize operat ion. . Develop a persuasive cost-benefit analysis to underpin the business case for the project and ensure buy-in from stakeholders and decision-makers. o Consider long-term plant power load to enable expansion of cogeneration to offset new demand. o Establish performance measurement data and tools. . Designate an Energy Team to support troubleshootinB, continued improvement, and reporting and messaging. o Develop enterprise-wide energy policy. o Partnership is key for continuous improvement. Partners involved in the WASD project include: o U.S. DOE CHP Accelerator o U.S. DOE SWIFt Accelerator o University of Miami lndustrial Assessment Center, Department of lndustrial Engineering o Florida lnternational University Department of Civil and Environmental Engineering o o RESILIENT €NERGY SYSTEMS: AN TNTRODUCTOF\ GU DE FOP SOUTHTAST FLORIDA Pro Forma: Resilient Energy Design Examples for Southeast Florida There are various energy system designs that offer increased resilience and energy reliability in the Southeast Florida context, with differing costs and potential savings associated with each. This pro forma provides a comparative analysis ol potential design scenarios that offer a range of resilience potential and level of service, examining energy storage capacity, space requirements, costs, and financial savings of each. This pro forma analysis is based on a theoretical resilient ener8y site in Southeast Florida that is closely modeled off the Coral Gables Emergency Operations Center (EOC) (profiled above). The modeled municipal EOC site consists of a 120,000 sq ft building with a 40,000 sq ft roof. The EOC consumed three million kwh of electricity in 2018, with an average demand of 350 kW and a peak demand of 424 kW. The blended electricity rate (an average of energy and demand charges) for the facility was 50.0696/kWh. Using these values, the following resilient energy system scenarios were analyzed:a theoretical SEFL Municipal EOC microgridj combined heat and power (CHP), solar+storage; solar+storage and CHP; and solar with CHP (without storage). o o o RES|tl€NT tNER6Y SYSTEMS: AN NTRODUCTORY GUIDt FOR SOUTHEAST FtORIDA 24 o Pv Solar (kw-Dc) System Oesign CHP {kw) o Capecatv Fa.tor l%) Electricity Produ.ed Annually (kwh) EualdinE Electri.ity Serviced Annually Thermal Enerty Produced Annually (MMBtu) System Space Required (Sq lt) Capital Cost (S) Lifetime Cost {S) AnnualSavings (5) Lifetime Savings (S) Simple Paybark (years) 1 - THEORETICAI. SEFL MUI{IOPAI EOC MICROGRIO 2 - COMBINED HEAT & POWER (cHP) 4- SOIAR+sTORAGE, & CHP 5 - SOTAR & CHP O RESILIENT ENERGY SY5'TEMS CATEGORY 3- SOI.AR+STORAGE Backup Power Available (kW:l(Wh) 65\ 26) 180 5 5r .1 000 r'49 56t qt'a .,1 151 759 1,125,61 669 21( \ 14t 151.221 148.00()20.041 4 552 154 4 450 9lE 55 67 13 75 595 Eattery (kw) Assumptions . Solar (5t1.4 kwl: Capital 52,000/kW, Operations & Maintenance (O&M) S20/kW, Gpacity Faclor calculated from Helioscope Design. . Solar (1650 kW): Capital S1,360/kW, O&M S16.7/kW, Capacity Factor of 18% derived from efficiency of scale, 5 acre5/MW. . Batte.y (l,ithlum lonl: Scenario 1 & 4 = 24hr duration, Scenario 3 = 4hr duration, Capital cost S176/kWh, O&M cost S14/kw-yr.. CHP: Technical and Financial costs based on reciprocatinS enSine values from DOE'5 CHP Technolo8y Fact Sheets - 20u lcapital cost s2,84olkw, o&M con s0.02vkwh,4,487 Btu/kwhl o NaturalGas Price s4/MMBtu (S0.0396/kWh). 2 5 . Eackup Porer: based on a 72-hour period, this is the peak demand and energy supplied by the system.. Costs: Lifetime - 20 years. {includes capital, replacement, and O&M). . Savings: Lifetime - 20 yea.s, includes avoided electricity purchased (excludes potential thermal energy savingr and avoided outaSes), annualelectric rate escalation 3%, annualsystem production degradation 0.7%. o An electricity rate {blended) of S0.0696/kWh was used for all avoided energy cost calculations. . Capaclty Factor: The ratio of how much electricity is generated versus what theoretically could have been generated ifthe system was operated 24/7 at full-power over a given time period. o o o SCENARIO 1: THEORETICAL SEFL MUNICIPAI EOC MICROGRID Scenario 1 represents a back-up system for emergency outages at a theoretical municipal EOC center, which is modeled off the Coral Gables EOC microgrid system profiled in this report, but does not exactlt match CoralGables'system's specifications. The system modeled in Scenario 1 provides minimal electricity to the facility annually, but has the potentialto power necessary operations in emergency situations. lt maximizes both roof space and battery storage capacity. lt assumes a 24'hour battery (based on internationalfire code and DOE backup power guidelines), providing 1,200 kWh of stored energy, capable of providinS adequate service in conjunction with the solar array for up to 72 hours. lt also assumes that the solar array would be limited to the useable building roof space after accounting for physical and shading limitations (-5,600 sq ft), producing a 54.4 kW-DC solar array was designed. PV solar has a relatively low capacity factot ol 17o/a, since the system only generates power when the sun is out. Therefore, the simple payback based on avoided energy costs for this scenario was 55 years. This payback could be improved if the system utilized the battery for multiple revenue streams, such as to reduce demand during peak times, or if avoided outage costs were accounted for (discussed in more detail below). SCENARIO 2: COMBINED HEAT & POWER Scenario 2 represents a CHP system that is designed to meet the average electrical demand for the facility. lt is assumed that the generator has a capacity factor of 85% to allow for engine service and downtime. This means that while it will provide the majority of the annual eiectricity the EOC needs, it will not be able to meet peak demand requirements. The simple payback of this CHP scenario based solely on electric load offsets is 5.48 years, the shortest of all scenarios examined. One can assume the payback to be even greater for this scenario since CHP would also lower operational and utility costs by offsetting the facility's thermalloads (heating, hot water, etc.). ln Southeast Florida, the generator should be paired with absorption chillers to supply cooling using waste heat. SCENARIO 3: SOLAR & STORAGE Scenario 3 represents solely a solar+storage system sized to power most of the EOC facility annual electricity needs, matching that of the solely CHP system in Scenario 2. This system has a marginally higher capacity factor than solar+storage in Scenario 1 because lar8er PV systems tend to operate more RESI|IENT ENERGY SYSTEMS: AN INTRODUCTORY 6UlDt tOR SOUTHtAST f LORIDA )6 O o efficiently. This has a simple payback period of 13.7 5 years, far more advantageous than Scenario l due to economies of scale. However, the system desr8ned in this scenario is intended to be an illustrative example only. Given the system space required to generate 85% of the EOC's annual power through solar (359,370 sq ft), space constraints would make this scenario an implausible possibility within a municipality. Scenario 3 is included here to demonstrate that solar+storage, while financially competitive, is an unlikely functionalsolution to power annual demands based on the space constraints SCENARIO 4 & 5: SOLAR, STORAGE & CHP AND SOLAR & CHP Scenario 4 and 5cenano 5 both represent an integrated approach, combining CHP, solar, and storage for onsite generation. The CHP system was assumed to be sli8htly smaller in these scenarios to create an equal comparison between the scenarios'electricity generation. Based on €nergy offsets alone, both scenarios offer a simple payback under 10 years. Both 5cenario 4 and Scenario 5 systems also provide greater levels of redr .rdancy and year-round utility service by using a variety of technologies. The CHP offers dispatchable power and can service the thermal load. The solar and battery can provide immediate response to power outages and offer additional resilience and redundancy. While Scenario 4 has high upfront capital and a slightly longer payback than Scenario 5, it provides the resilience benefil not captured in a simple payback: back-up power in rare emergency situations when the grid faals and naturalgas supply is disrupted. ECONOMIC BE N EFITS Ensuring that a resilient energy system is economically beneficial is an important factor to consider when comparing potential designs. For a public building in Southeast Florida, similar to the Coral Gables EOC, the ma.lority of the financial savings from installing a backup system will be accrued through avoided energy costs rather than credits or rebates. Localgovernment are not eliBible to use the federal investment tax credit (lTC), one of the most commonly utilized renewables incentives. FP&1, the region's utility, does not currently offer any solar rebates. However, Florida does allow net metering, meaning that excess energy produced on site will be credited to the account and building owners will be compensated financially at the avoided cost to create that electricity. For the larger CHP system in Scenario 2, other costs such as standby costs could incur, which cou ld lower the economic value of the project and increase payback period. Further analysis using more detailed facility data could improve the savings associated with avoided energy costs via demand reduction. lf the solar, battery, or CHP are serving the EOC's load during peak demand, monthly demand charges could be lowered, Demand reduction is especially relevant to CHP, because its thermalenergy could be used to offset cooling and heating loads that often drive the largest demand in a buildinB. Finally, there are other benefits which are hard to monetize and account for, most notable for the EOC is avoided outage costs. O RESILIENT ENERGY SYSTEMS: AN TNTRODUCTORY G UlDt fOR SOUTHiASI FLORIDA 27 AVOIDED OUTAGE SAVINGS The savings associated with avoiding an electrical outa8e is derived from what cost would have been incurred if electrical service was lost. Creating a resilaent energy system is largely about avoiding these outages and the associated costs from both a societal and financial standpoint. Determining the value associated with unmet electrical need is both difficult and highly variable, and therefore was not included in the simple payback presented in the above table. The rost variability of an outage is unique to the function of an electrical system or building. A hospital and an office building, for example, would place largely different values on avoiding an outage. Attempts have been made to quantify the avoided costs for a variety of facilities. The Clean Energy Group estimated the savings for five cities in their Resilaent 50utheaSt Report, where they note that the values calculated using SADI and SAFl were conservative and did not capture the full societal value associated with lifesaving facilities.ri For Miami, Florida, the avoided cost of a medium/large commercial & industrial organization was determined to be 5740.69/kW for the demand associated with the potential down time, and 546.29/kWh for the energy used during this period. For illustrative purposes, assuming the EOC facility avoided an average downtime of five hours twice a year, an additional savings of 597 ,274 we be accrued for Scenario 1. Using these conservative values demonstrates that when accounting for avoided outages in a single year, the payback of the system decreases exponentially from 55.5 to 3.1 years for the same scenario. The avoaded outage savings are even harder to predict because outa8e duration and frequency vary from year to year, and the impact of an outage will change in relation to the facility. The value of avoided downtime at an emergency center is even more valuable during extreme events when outages are likely, making the case for backup and resilient energy systems that m uch stronger. CONCLUSIONS There are many technical considerations that would need to be addressed before moving forward with any of the resilient microgrid options presented. The space required to install each system may limit one scenario while making another more beneficial. The capital cost for the systems discussed are different by orders of magnitude. However, they supply different levels of service and resiliency. lf a system is installed that provides more of the facility's electrical and utility needs, the annual savings will be much greater and may reveal a shorter payback than a smaller system. This could be especially true for CHP, which offers to offset the facility's thermal load as well as its electrical load. o o lmplementation support to the Compact is provided by:Sustainable Communities g with funding support from THE KRESCE FOU N DATION Robrnson Marriele. and Selh M!llendore . 2019 Resilient Southeasl Explornt Oppo.tunit,e! lor Solar+Storage In M,anr FL Aorll 25 O RESII,IENT ENERGY SYSTEMS: AN TIITRODUCTOPY GU DE FOR SOUTHtAS] ltOPlDA 28 o o o Resilient 305 (Attachment D) o o o Southeast Florida Reeional Climate Action Plano o o o o o Purpose o What is the RCAP? lhe r'. ' : , (RCAp) 6 the Corrlpa<fs Eudrnt tool for (oordrn ted clrrnate adron rn Souttpast Fto.de to r€(fce geeohouse tas emr!9or6 and burld atenda. Background Ttle first RCAP was BJblrshed by tfl€ Comp.A 'n 2012 afte.. trrrcyear pLnrurE pro<ess. ll vr.s deegned wtth a frE year ho.fon ari fti the rdtent to updale t]E leurKhed rn De(emb€r of 2017. The Comped d€^,/eloped RCAp 2.0 vrth the help of lo(rl toternrned sriff. k€y naketDlders and pertnerr and rnembers of the ten€ral publ(. 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P r Jrq;5lci e; i f € ==- c 3;-* +o q" 1=9 ehotrq i ^ aE I ai.t! o,d99 r !i=o d-sil7 €aE3E: Ed. 19 YI: B o- o:i a 6 *=1;A*Ae€l9;Eolz'-0, ;# o ! 9ooqrl5 ndi iri oo, i :d-"ile c^ 3 B. a6 0 ;-4 sall :5x tso, o oo- gl-i! q:r-o -,!-=in'b'iio €6*, -o 9oa P;€Eqa 6',i otaool:5a; _r 6' c- oc !or!9aa9: H 5+6 e.QS E?S ='!--9.<, i:o al€ sP9!l x-o tD b'ocEr:; 6=a di oo EAOE_=)fo. O! \ \ 't \ \\nl \\ \\\ \\\^/ N \_ Environmental Scan 2019 (To Be Provide d December 2019)o o o o o o Communitv Satisfaction Surv ev Executive Summarv Reporto o o 2019 o o o 2019 City of Miami Beach Survey: Findings Reporto 2019 City of Miami Beach Resident Survey Executive Summary -. X R C =r- L/) C7z o OVERVIEW AND METHODOLOGY Overview ETC Institute administered a resident sun'ey for the City of Miami Beach betu'een January and March of 2019. The purpose ofthe survey was to objectively assess satisfaction among residents rvith the delivery of city services and to gather input about priorities for the City. This is the second time ETC Institute administered a suney for the City of Miami Beach; previous surveys \r'ere conducted in 2005, 2007, 2009,2012,2014 and2016. This report contains: r, A summary of the methodology for administering the survey and rnajor findings i Resident survey findings, including charts and graphs, overall trends, Importancc- Satisl-action priorities analysis, benchmarking comparisons to other communities, and the survey instrument i Supplemental data from the resident survey, including GIS maps and crosstabulations, are published separately as Appendix A Methodology ETC Institute selected a random sample ofhouseholds for the survey. The sample r',,as address- based, and the households were selected a1 random from all known residential addresses in the City of Miami Beach. This method ensured that each household in the City had an equal probability of being selected lor the survey. Survey packets were then mailed to each of the households selected lbr the random sample. The survey packets contained a cover letter, a copy ofthe survey, and a postage-paid, retum enl'elope.o ETC lnstitute (20'19) (1erc 2019 City of Miami Beach Survey: Findings Report A t'ew days alier the surveys \\'ere mailed, ETC lnstitute sent emails and placed phone calls to households in the random sample lo encourage participation. The errails contained a link to the on-line rersion olthe survey to make it easy for residents to complete the surrey. To prevent the responses liom people u,ho u'erc not part of lhe random sample fronr being blended rvith those rrho uere selected fbr the random sample, ereryone uho completed the suney on-line rras required to enter their home address prior to submitting the survey. ETC Institute then matched the addresses that \\ere enlered on-line *ith thc addresses lhat $ere originally selected lor lhe random sanrple. Ifthe address liom a survey completed on-line did not match one ot'the addresses selected for the random sarnple. the on-line survey was not counted as part ofthe random sarrple. A total of 1,324 residents fiom the random sample completed the survey: 85 I were completed by mail. 4l I on-line. and 62 by phone. The results for the random sample of I ,324 households have a 95% level of confidence *'ith a precision rate of at least +/- 2.7%o. The geographic and demographic composition ofthe random sample reflected the most recent Census estimates lbr the City's population. Location of Respondents To better understand how well services are being delivered in different parts ofthe City, the home and addresses olthe respondents to the survey uere geocoded. Resident Survey Map. The dots on the map on the following page show the distribution of survey respondents based on the location of their home. Appendix A-l of the report contains maps that show how respondents in different areas ofthe survey rated a wide range of City services. Frl n j FN @ F ETC lnstitute (2019) t, ETC The percentage of "don't know" and "no opinion" responses has been excluded ftom graphs to facilitate valid comparisons to previous years and to other communities in ETC Institute's national survey database. ii $ Erc o o 2019 City of Miami Beach Survey: Findings Report Miami Beach is Setting the Standard for Service Delivery/Public Engagement. The overall satisfaction u'ith City sen'ices rated l9% above the national average, rvhile the overall satisfaction *'ith public engagement rated 29oh above the national a\ erage. The City of Miami Beach is Moving in the Right Direction. The percentage of residents who would recommend the City as a place 1o live increased l0% from 2016. Satislaction ratings increased or stayed the same for all l5 major services that were assessed; 1,1 of l5 areas improved. rtr XfrlR I ra @ z Locrtion of Sun'ev Respoodeots 008 g * EonLbtr< It, Cp& Coni&r ltldbcrr h .$r a I tr; I It I .ar,.t Soulb..d Poilrt o !019 Cill' of lliami Bercb Resident Sun'e1- MAJOR FINDINGS iiiETC lnstitute (2019) [l erc 2019 City of Miami Beach Survey: Findings Report In the charts belou', significant increases (increases of 302 or more) are represented by a blue arrou next to the service category: Overall Ratinqs for the Cit y of Miami Beach 2009 to 2019 by porceotag€ otrBgdrdeols who rrt6d th€ it€an rs'arcClanl" or'g@d (excluclno'cbn1 know") :i: f t Ouality oi Emerg.ncy Med'cal S€Mcest ta.. E merq€ncy tlu,rl{ an€ Prep6rsdness eltorlst !r'. Ao9o6.6me manten€me ol c.t/s 9ubrc boltllf'gEtO\€.ar qualily oi lh€ besch€s I oa,oaoer,asr, corecr,on I o"u,r , ooo" ***. - 71 20% 40% 60% 80% 100% r 2t.9 9 .e ETC lunrde DDetnoaFtn*t t lol9 - rrann Bcrh. FL) Overall Ratinqs for the Cit y of Miami Beach (cont.) 2009 to 2019 by parcantrge ol rolpoh(hnlt who rlt€d $€ n6m at "arcallanl'or "goad" (axcludno "dq]l know")t Clo.nlrEs ol slre€rs n you i€phboiro.d Sireal lEhlng lo*r*,,, o,*,. ^ busness @mmorcbt.'as | ,no* ,o .""*" ,,o,-*r", d,o'n.e€.rbdru | "",n,n".., o, ""*o*n".*"r, f ao-r- 0,.**. f .n.*,o*,,.. *..... 1,. 80% 100%20% 400k 60% r20t9 -20r{i a20r! -2012 E2009 9 t(e Erc!,nnrre D e.nonr) .Ll t:019 Mant Aerh FLt E n ,-j rn @ 7 ETC lnstitute (2019) I o.""n ""..*,,r*"6d,8€a.h Prrrd somces Trends Trends (g erc o o 2019 City of Miami Beach Survey: Findings Report Perceptions of the City. Serenty-nine percent (79%) ol the residents surr.eyed \\ ere "\'ery satislled" or "satisfied" u ith the City of Miarni Beach as a place to lir,e; 7970 rvere "very satisfied" or "satisfied" with the quality of lilb in the City, and 73Y, were "very satisfied" or "satisfled" with the olerall irnage of the City. Residents uere least satisfled *'ith City regulation of commercial development (33% "very satisfied" or "satislied"). t-r] X rn R -i frl 6 7 7F> Q9. Satisfaction Wth Perceptions of the City Ciy ol Mum' Eorch 09 a Dbc€ lo lre Ouaty ol a O/cral mqa ol rrle Cty Cly oibaB b p.ea.o lo. dlsd.r Lo.d.rslrp p.o.d.d by Ca/s *cId dtrds C*lL, ,rp.o,qtEnai cqrlo*d by fr C{y Cay onqts b g.srrooa c.nE O*y of Dtaa. !.hoG Cay otloaG b p.@ro fo. tha luuro Ciy efiora b d.n fo. gror,tr Ciy ofiorB to roduo rEl tom rlmldl t io! Lval a66 VdE rlco.itd d Cay bros pa.d C', afib.lr b ba 6 -9(!a.r- or srsfatnrbb Cry Cfy rcgt 0o.r ol r6d.i0d d6!,slryrEd Cly ro$rnoo ol cqfiiarcd dEtrbo.nonl 20""60.,6 80'.1009i lvory sltBt!€d (5) Elssr!316d (.r) 3N€r.fi.1(3) aolgsorlstlcd (2 l) bu'.e: EfC httutta Dttatnonhtitet t:019 :ttr t B.dh. FL) qudry ol Ciy lervlc 439o 130/o 510k 53% 23vo 43o/o 26q, 37% 380/o 37% 37Vo 28o/" 33%309. U%o 32o/o ?8"k 27q. 3o% uok 32% 28%31% 260/0 32lt OPPORTUNITIES FOR I MPROVEMENT In order to help the City identify opportunities for improvement, ETC Institute conducted an Importance-Satisfaction (l-S) Priorities Analysis. This analysis examined the importance that residents placed on each City senice and the level ofsatisf'action *ith each service. By identifliing services of high importance and lou satisfaction, the analysis identified uhich senices will have the most impact on overall satisfaction with City services in the future. If the City wants to improve its overall satisfaction rating, the City should prioritize improvements in services with the highest Importance-Satislaction (l-S) ratings. Details regarding the methodology lor the analysis are provided in the Importance-Satislaction section of this report. Based on the results ol the Importance-Satisfaction (l-S) Priorities Analysis, ETC Institute recommends the lollou,ing:O ETC lnstitute (2019) by po.cstlrga of r6po.tdgnts (€rcludrno 'don t kno./ ) 36%tt 27%52%ti 20%rra 18%ot rlL 15%30%rti 12%r3t 12%23r 16%214 14%2at 13%340k 2ail 14% 11%25* 't2%D"" x}r (1 erc 2019 City of Miami Beach Survey: Findings Report o verall Priorities for the Cit\'. Ilased on the results o1'this anal ysis. the nrajor sen ices that are recommended by residents as the top opportunities for improvement in order to raise the City's overall satisfaction rating are listed below in descending order of the Importance-Satisfaction rating: i Efforts to address homelessness i Condition of streets i Efforts to manage stormwater drainage and flooding i Quality of Police senices i Cleanliness of neighborhood streets tTl n + Ffl tn F hF.rd l roi.d tdxdldr sdi{-rlqr t auGrs I I B.rl.i 6 7 8 0 totl 12 t3 la t5 ro 17 t8 teN 21 I 2 3 1 5 22 23 21 25 2A 27 ,+rr H..rf lB 10" ,ot Elldlg lo aaldess nqr*ssrEss Ca.dtd] o, araatt Eltdls to r.lrgE sldnt,aler darnaoB arts iodng qrtt' d Pol€e s.rllces Cbrall$ ol llJcds 'n rcr rli9rtdtrocl 6 4 5 1 2 22|tr 26r/. 22L 37% 33% 30% 47% 50% 7TA 6o% 2A 26 23 t6 17 0 1503 0 1407 0 1098 0 r o24 0't016 HR rrdtt nr, . tor Cd€lrdr d s.d*als lte* s m c,|cl6} orr..l qElD oa ,E beacr?s CEJtrEas d csrE aLrrar3 Sro.l rrnrE ftinltEss d sLe€ls ra br6rrEstcorrrrgt|al arGts Atr$rlt, d Pd(. ,r )o, nrytdriood Alotblir (, rac$rp '.9.41( 9o(6 R.l.bxt d p<r.Da (d'.rx!c) rsrer Geb.gei!.sh coHdr Marta.t,Ea oa Darts rltd|l acadr !o-f ryta.n llrrr o.& carlvr lrB $vraa ErrrrgE E! .rEd(.l !.ftxes Oatlt d c\6LrtEr r€i.<e Avrrunt d orec'r lpaar rlar yq, l'xrtE Ratadtt d ta , (:astasl4r) tamces Lartta!9a itnLria,rr d.glt3 d [t alqD c..lt 5ltaBE6( arG.s C.tys drsgarEytrrncarE p.e9.r.<r:s dldts (lrlly d pai(s .nd racG.bsr Fogra.rE o.llr d q.oaa a.to.drrall alo.r5 OceIr icsorc/yc0rrrdrteadr patd sarvlcet AgFr.rr.,tr.tdci.,aa d t! OVr 9.lb1( bultng6 17 324. 15% r8% 16ft 1e%w t6% 1a% r5% 11% f% 204 o% g.t 8% 1z:tt 7oPlt 1*, 6a% 5a% 7l% a7 704 7si/r 81% 754 svt 8a?. o3% 72% 71% 0 0958 0 0770 0 0755 o 0648 0 0648 0 0514 0 0496 0 0402 0 0348 0 0284 o 0268 o 0265 0 0243 o 0223 0 0220 o 0215 to 3 't5 otf t r0tl ro ta 17 2l 7 26 21 20 25 18 21 12 27 22 2A 8 24 r8 22 14 25 o 1t 7 10 21 3 20 t5 13 27 71% a3.t a20h 93% 63% 00% a2% ala: ,r'. tS Rtd.A,r..Ettfr ry n.tBl'*?rr.'rrod t tFt'.r,( X Ut (1-Afi..brr'rat aroo nrpt*x i: ir rr '!d r.a<+ r.r-!- t.f-F.@'er..- .drYn r- tr! tb4r - d.!dr t h :,y E Fa 12 a 6 t 1e 2 5 o% t0% 6% r6% 2at* 2n 0 0160 0 0155 0 0115 001't3 0 0084 0 0067 0 0030 , 2019 On ciohFt.,c/,, rn're rFrt ,sr-rn Fctt..rt r'-.!..ra-rdrr6ftoo.q- r-.a r! F dr&r ,tt.,1 b9-.r(-,r t'!-9 P' lmportance-Satisfaction Ratang Clty ol Mlaml Bcach RG.ldCnt Survcy OVERALL ETC lnstitute (2019) tt Erc o 2019 City of Miami Beach Survey: Findings Report Services That Are Most Important for the City to Provide. When residents were asked to name the Ciry services that were most important to provide, the sum of their top live choices included: o Police sen,ices o C leanliness ofneighborhood streets o Overall quality ofthe beaches o Condition of streets o Effons to manage storrn\\:ater drainage/flooding For a ntore detoiled onol.t'sis of specific departments, please re.fer to /itll report How Miami Beach Compares to Other Communities Ovcrall Satisfaction with Quality of Life. Rcsidcnts ol M ianri Ilsach are generally sa1isfi ed wilh quality of life in the City: 79oh were either "very satisfied" or "satisfied." Satisfaction among residents is 3 points below the Florida average (82%). but is 4 points above the national average (7s%). Satisfaction with Specific Areas. The Cit y ofMiami Beach rated at or above thc Florida averages in 2l ofthe 35 areas that $ere assessed on the survey, and rated at or abo\e the national ar erage in 24 areas. The individual areas where Miami Beach ranked significantly above the Florida average (3% or more) among other Florida communities are listed belou': . Appearance of City pools (+46%) o Quality of public engagement efforts (+3 I %) o Quality of City recreation programs (+24%) r Overall quality of City services (+20%) o Landscaping along City streets/public arcas (+l7o ). Quality of parks and recreation programs (+16%) o Ratings of the City as a place to live (+ I 5%) o Public transportalion (bus service) (+ I 5%) . Condition of City athletic fields (+12%) o Quality of customer service (+ I 2%) o Availability of police in neighborhoods (+12%) . Emergency medical services (+ I 2%) . Appearance/maintenance of the City's public buildings (+12%) o Quality of City recreational facilities (+l l%) o Fire services (+ I 0%) . Street lighting (+9%) r Maintenance of parks (+6%) . City efforts to plan for growth (+3%) o Value received for City taxes paid 1+37"; -n Xm C Cj rn L/) C7 7 o o ETC lnstitute (2019) $erc The indiridual areas shere Miami Beach ranked significantly abor,e the national average (3%o or more) among other U,S. communities are listed belorv: . Appearance of City pools (+48%) o Quality of public engagement efforts (+29%) . Landscaping along City streets/public arcas (+220A) o Quality of Ciry recreation programs (+21%) . Appearance/maintenance of the City's public buildings (+20%) o Quality of parks and recreation programs (+ I 9%) o Overall quality of City services (+ I 9%) o Quality of customer service (+ I 8%) o Public transportation (bus service) (+16%) o Condition of City athletic fields (+ I 5%) o Availability of police in neighborhoods (+ I 3%) o Qualily of City recreational facilities (+13%) o Maintenance of parks (+l l%) o Fire services (+ I 0%) o Ratings of the City as a place to live (+9%) o Overall image of the City (+9%) o Street lighting (+8%) . Emergency medical services (+7%) . Value received for City taxes patd, (+7o/o) o Quality of Iife in the City (+4%) r Enforcement ofcodes related to clean-up of litter and debris on private property (+3%) The indir idual areas u'here Miami Beach ranked significanlly belo$' Ihe Florida arerage (370 or more) among other Florida communities are listed below: F- n j Ff, @ 7 F ETC lnstitute (2019)v t 2019 City of Miami Beach Survey: Findings Report o It is easy to get a hold of someone al the City (-24%) . Condition of streets (- I 5%) . Efforts to manage storrnwater drainage and flooding (-13%) . City efforts to prepare for disasters (-l l%) . Request was processed in a timely manner by City employees (-l l%) . Condition of sidewalks (-9%) . City employees possess the proper knowledge (-9%) . City employees are courteous and professional (-8%) . City efforts to prevent crime (-7%) o Quality of public schools (-7%) o Cleanliness of streets in business/commercial areas (-5%) o Quality of lifb (-3%) (1 erc o o 2019 City of Miami Beach Survey: Findings Report The individual areas u'here Miami Beach ranked signilicantly belou lhe national average (30% or more) among other U.S, communities are listed helou: o It is easy to get a hold of someone at the City (-21%) o Quality of public schools (-7%) o City employees are courteous and professional (-7%) o Efforts lo manage storm\r'ater drainage and flooding (-6%) o City employees possess the proper knowledge (-6%) . City efforts to prepare for disasters (-5%) . City efforts to prevent crime (-5%) o Cleanliness of streets in business/commercial areas (-3%) . Condition of sidewalks (-3%) . Request was processed in a timely manner by City employees (-3%) The overall ralings fbr Miami Beach remain high, and the City continues to move in the right direction as a place to live and for quality of City services. Since 2016, satisfbction ratin_es increased or stayed the same for all 15 major senices that $,ere assessed. By emphasizing improvements in the areas listed above, the City of Miami Beach should be able to continue to improve levels of customer satislaction in future years and increase satisfaction in areas u'here improvements are needed. rtr X E1 Rc =rfl 6 7 Conclusion o ETC lnstitute (2019)ix O o o (; erc F- Xrrl R + ffi tn = o 2019 City of Miami Beach Business Survey Executive Summary o OVERVIEW AND METHODOLOGY Overview ETC Institute administered a business survey for the City of Miami Beach during the winter and spring of 2019. The purpose of the sun,eys uas to objectively assess satisfaction among businesses with the delivery of city services and to gather input about priorities for the City. This is the second time ETC Institute administered the sun'ey for the City of Miami Beach; previous surveys were conducted in 2005, 2007, 2009,2012.2014 and 2016. This report contains: i A summary of the methodology fbr administering the survey and major lindings i Business survey findings, including charts and graphs, trends, Irnportance-Satisfaction priorities analysis. and the sun ey instrurnent i Supplemental data from the business survey. including CIS maps and crosstabulations, are published separately as Appendix B Methodology. ETC Institute selected a random sample of businesses lbr the sun'ey. The sample was address-based, and the businesses u,ere selected at random from all knorvn businesses in the City of Miami Be'ach. This method ensured that each business in the City had an equal probability ofbeing selected fbr the sun'ey. Survey packets uere then mailed to each of the businesses selected for the random sample. The survey packets contained a cover letter. a copy ofthe sun,ey, and a postage-paid, retum envelope. The suney uas addressed to the owner or manager ol the business to ensure the results would reflect the opinions of business leaders in the City. A fe* days afler the surveys \\'ere mailed, ETC lnslitute sent emails and placed phone calls to the businesses thal u,ere selected for the survey to encourage participation. The emails contained a link to the on-line version of the sun,ey to make it easy fbr business leaders to complete the suney. To prevenl the responses fiom businesses that \\'ere not part ofthe random sample and/or multiple responses tiom the same business, everyone who completed the survey on-line uas required to enter their business address prior to submitting the suney. ETC Instrtute then matched the addresses that were entered on-line with the addresses thal were originally selected lbr lhe random sample. lf the address from a survey completed on-line did not match one of the addresses selected for the random sample, the on-line survey \\'as not counted as part ofthe random sample. llduplicale addresses were enlered, only the llrst response rr,as counted. o ETC lnstitute (20'19) 2019 City of Miami Beach Business Survey: Findings Report s Erc 2019 City of Miami Beach Business Survey: Findings Report A total of 6C)4 businesses from the random sample completed the survey: 74 u'ere completed by mail. 207 on-line, and 323 by phone. The results for the random sarnple of 604 businesses have a 95% level of confidence with a precision rate ol'at least +/- 4.0%. Location of Respondents To betler understand how well services are being delivered in diflerent parts of the City, lhe business addresses ofthe respondents to the sun'ey u'ere geocoded. Business Survey l\tap. The dots on the map belou'shou the distribution of business surrey respondc'nts based on the location of their business. Appendix B- I of the report contains maps that sho\\ horr respondents in ditlbrent areas rated a u'ide range of City services. Locrtio! ofSun c_v RespoodcDts * :019 Ci6 of ]Ii.Ei Berch Business Sqn'el' *.t.... ':,t\r..t r1 a I MAJOR FINDINGS Businesses Rate Nlost of Their Perceptions of the City Higher Than Residents. Sixty-seven percent (67%) of businesses were satisfied with the City's efforrs to prepare fbr disasters, compared to 62% ofresidents. Fifty-three percent (53%) of businesses uere satisfied uith the City's efforts to be a "green" or sustainable city, compared to 44oh of residents. Fifty-three percent (53%) of businesses $'ere satisfied *ith the City's efforts to prevent crime, compared to 49% of residents. F- n € rn @ 7 7 v ETC lnstitute (2019) I I ffi J t t t l- it tr [y erc 2019 City of Miami Beach Business Survey: Findings Report ttr Xr. R + ffi ln C7 o Businesses Have a Very High Level of Satisfaction With City Services. More than 90% of businesses rated the City's fire. emersency medical, and ocean rescue/lit'eguard./beach patrol senices as "excellent" or "good." With the exception of addressing homelessness, no more than I 7% of businesses indicated the City was doing a poor job in any category of service. Q10. Satisfaction with Various Perceptions of the City by Frcrolrga o, busnas€3 (arcludno 'cbn t loqv') O.r rl! C.orn Cry Cay etdrs b pr€g.r€ ior 0E6brs Oridy ol rh O'.rd qJsry ol Cly s€rscos C, allo.G b 0a a 'grsr" s 5llsndb ca, Clv 6tfo.ts b o.s'..i crrtro Or*y ol pralc s.hd CO olto.E rr 9ra9a.r io. ln. tnJo t.d..sh9 rd.0a0 !r cr/s.bcad oltrrG Elhrds b rrduc. n3t tom randl/:.!1w.1 rl.6 Cay afbrc b !4.1 to. Crdfi Cny r.lltsoi or r.5rd.dtd dado.trd V.tr !E(r rx.ru? io. tr Cry t.r6 ),n(, Dusr..! Ciy r69uuD.r or cfi'lErcd de,$bp.!sr 20* 4096 60% 80% 100% 12019 Bu!ln.!3 Suru.y 42019 R.sid.nl Suryey & ,.e EIC l,61tt,re t:019 - ytam &rh Btd At 9.ra') l 531" 45% 45% - Q1. Overall Ratinqs for the City of Miami Beach Frre s€r$cos Emorgsncy m€drcd sorvcos oce€n r6sc ue,tr6gu.d,D€&h palrol clys drE g€oc yrrxxnca.E p.sp.r€drEss MarisErEe ol g.rts Appe.r,rrcshantar|anc€ ol Ct/s pr.rbltc tIgs Mldnr g€arh Eol.y syslin hca seftt6 O/6rel quCty ol tr6 b€Echrs Rd&aty or pd.bls (dnr*xE) r'b( ttrdsc!9€ mrnbntEe m ngtl ol rGy Rdl6bi.y ot so*or (rlsbrrtr) sonrcos Ste€r rg&nC Garba9e.,lr6h coaeclrc.l Cdrdrton ol sfaa6 M'rlll Dd€ Courlys bus sa.l/Ee Cbmh€ss ol sLreb ned your h,6rBss oard qrJty ot cusborr serwa Cry ofiorB lo t€€p Dusrn€ssd3 rnlonrEd Cb6nana5s ol crl.6,mr'ays coodnrd ol $ffi (l€r o( r|o cracls) CaYs elloals lo rrlanarF slormrab( Ello.6 b a(5ress hqnobsrn€3s 0% 20% 40% 60% 80% 100% IExc.llcnt (4) trlcood (3) ElFtr (2) IPoor (1) 9trre. EC hEtL!. t:019 . )ron Berrh h$t,ptt snt?\ ) 11% 1 E I.trlirIIEliI -Ft:--IgII - 13 r3!Il -z -1.!t- E EI'I'}IIII!U'Lt/i- r(lrrt - o o ETC lnstitute (2019) by parc6nlrga of bulrnaara3 (axcludno 'ddl't knoN') at-- zllg t6a iii 2019 City of Miami Beach Business Survey: Findings Report Trends Since 2016. The charts belou show trends in all major serlice categories assessed belueen 2009 and 2019. Six (6) of the l5 categories stayed the same or shoued an increase in ratings betu'een 201 6 and 20 I 9. Overall Ratinqs for the Cit y of Miami Beach 2009 to 2019 by p€rcentag€ of fusine3se3 thrl rated $e item a3'excollent" d good" (exclucrno "don't know') Emergency m€drcd seMces Ocaan rgscu€rl eguardbeach pairol Marnlenance ot Darks Apoearancs m€rnlenanc€ ol Ciys puurc bldqs o/eral quahly ol [!e b€a.hes 1. 0% 20% 40% 60% fr2o19 Er2O16 12014 E2012 E2OO9 80% 100% Overall Ratings for the Ci ty of Miami Beach (cont.) 2009 to 2019 by p€rcentage of b{rsrnesses thll rated the rlem as'excollent o. good' (oxcludno 'do.rl know') Landscape marnl€nance m rlgn ofway Garbag€,lrash col€c!ron cl€anhness 01 slreots noar yoo, Dusrn€ss 6 Condnron ol sds*ats (16* o, no cracks) C,ty s ellons lo manag€ slonr*aler t tlorts lo address hornelessness 00k 20% 40% 60% 80% 100% E:olg t 2016 -2u4 -2u2 E?qos r. n j -1 ln 7A ETC lnstitule (2019) t, ETC Trends Ct/s emerg€acy humcan€ preparadness 9 ,.o ETC httfifte tlol9 - lltdt,t Bcdh Rt6tr2ts Sl,la l Trends-- I cl66nhn€ss o1 c anahr*alerways [3 erc o OPPORTUN ITI ES FOR IMPROVEMENT In order to help the City identify opportunities for improvement, ETC Institute conducted an Importance-Satisfaction (l-S) Priorities Analysis. This analysis examined the importance that businesses placed on each City service and the level of satisf'action u'ith each sc.rvice. By identifying services of high importance and low satisfaction, the analysis identifled which senices rlill hare the most impact on ol'erall satisfaction uith City sertices in the future. lf the City wants to improve its overall satisf,action rating, the City should prioritize improvemcnts in sen,ices with the highest Importance-Satisfaction (l-S) ratings. Details regarding the methodology lbr the analysis are provided in the Importance-Satisl'action section of this report. Based on the results of the Importance-Satisfaction (l-S) Priorities Analysis, ETC Institute recommends the Ibllowing: Overall Priorities for the City.This analysis reviewed the importance of and satisfactiona r. Xmo -l dq 7 $'ith major categories of City services, and u'as conducted to help set the overall prioritics lor the City. Based on the results of this analysis, the major services that are recomnrended by businesses as the lop opportunilies lbr improvement in order to raise the City's overall satisfaction rating are listed belou and on the lbllowing page in descending order of the Importance-Satisfaction rating: i Efforts to address homelessness i Cleanliness ofstrcets near business ) City's eflbrts to manage storrn\\'atero lmportance-Satisfaction Rata ng Clty of Mlaml Bcach Bu8lnc88 Surycy OVERALL b. h LI..*..rF.d rrF.r..r ldb& Sfrd.. 3-*dldr I t ni.et F.d t L.l R.d.e e-t a 5 c 7 a e 10 l1 12 t3 11 15 t6 17 1A 1e 20 21 22 23 2 3 1 41 19% 2',t 19% r5% 1a% 13 13% 17 12% 10 6% a g% 10% 17 5 17 tyo 5% H,ar4,t3<tot Cddrdr d srdd.ls (la d m o.clrs) Garb.garEash colctdi Cduidr (r$tG Cb.ntl..s ol c.rals/ht firt3 Stad tgrtrlc Cny.ro.ra lo ra? Ousrassa3 rfirdn d ot.a€l qrly d olstdr! ss$ca orcra, q.afty d !E b..dEs Faa.br, d p.a.Db (Clr*,rig) xae, RcraDiiy d EsE (irrrsrda.) s€.rrc.s ra.rr D.dc Cart,s hJs s€ruc. Laridscapa nrlnEr.rE 'n ngn dwq rar,tl A-dto..l sydrr C.Vs dl:!E E rrrrltarE p.toaredrgs E.l!.!a.rt rEocal soruc€s Ap9a.rrEe/rErri€...Eo d C{lrs B6ac bldoE It rnldrrrce ot part6 O(-n ra5oE/tl€gr.rrd,Da.dr patol a 21 14 15 20 13 19 18 I 10 12 18 1'l 7 4 2 6 'I 5 3 1 6 5 7 12 a 13 14'tl 15 1? 20 19 '18 16 10 22 e 23 21 7A 5A% 6.6% 65% 5a% 70v. el% at% 79% ?3 a3 73 ao a6% 94% a1% 95% a4g3% o oa65 o oeo6 o.o704 o oa4s o.0626 o osao o o515 o.0495 o.o349 o.o309 o.0267 o.0233 o.0213 o.o15a o.o139 o ol oo o.oo91 o.ooa4 o.ooa4 o 0036 23 o 2699 3 2 36% 24 1? 22 o.1360 o 1065 v.,! ,.brt 4t lrs > - | EndG lo .ddress hqrEless.ess ,fr tu -4,413 1o- -ij Cra.rt.Ess c, st.ds n er rou ln smess Cty s do.ts to El..tagE lo.ruale. o ETC Institute (2019) 20'19 City of Miami Beach Business Survey: Findings Report 62 56% 2019 City of Miami Beach Business Survey: Findings Report Services That Are Most lmportant for the City to Provide, When businesses \\'ere asked to name the City serYicr's that uL're most important to pror ide, the sunl ot' their top llve choices included: o Police serv ices o Efforts to address homelessness o Cleanliness ofstreets near businesses o Efforts to manage storm\r'ater draining/flooding o Garbage/trash collection Conclusion Dcspite some declines in satisl'action since 2016, the or,erall ratings for Mianri Beach remarn high among the business community. Ratings increased or stayed the same in 6 of the l5 major senices thal *ere assessed in 2016 and 2019. By emphasizing impror ements in the areas listed above, the City of Miami Beach should be able to conlinue to improve levels of customer satisfaction in future years and increase satisfaction in areas where improvements are needed. r- n =l E @ 7 ETC lnstitute (2019) s Erc For a ntore detailed anal.t'sis oJ'specific departments, please re-fer ro.[ull report. Public Area Cleanliness / Appearance lndexo o o o o o AAIAAAIBEACHo City of Miami Beach Public Area Cleanliness & Appearance Index Help Miami Beach address two of its biggest challenges: Cleanliness & Appearance What is the Public Area Cleanliness Assessment lndex?i lt is a set of standards called the cleanliness index that help the city obtain measurable data on the cleanliness ol the lollowing public areas: streets, sidewalks, alleys, parks, parking lots, waterways, and beaches.,, The cleanliness index measures cleanliness against 4lactors (Litter/Trash, Organic Materials, Fecal Matter, and Garbage Cans/Dumpsters) on a scale from 1- Extremely Clean to 6 - Extremely Dirty.z The program uses assessors to conduct assessments and objectively rate the cleanliness ol the city. o l&ral&lso llantr lu,d,ior..,. Csdd- €tu'ri ^rF Cffiui- Ei.dffi !I!!A Ln, l5.ri i.i.rrd c!r, rr.*D.<h Cd{r Rryrd, .elIruilrlrr Nd Err{ ...r. c@E,-icEli!ffi ^!.F CffiiEr- E6E r{ iffir EITT ILGiIAI ea' L.ct R.Ftdy ct y rr&!46 cMr, R.&rdY .at What is the Appearance lndex?i The Appearance lndex is a set of standards that can be used to measure the appearance of the City ol Miami Beach's public areas.i The Appearance lndex will provide standards on rating the appearance of 4 factors: Sidewalks, Roadways, Turf , and Plant Beds.o ---------':T------------E- AAIAAAIBEACH What are the goals of the index?z The goals of the index are to obtain measurable data on cleanliness and appearance to achieve the following:. Assist the responsible department(s) in strategically directing their resources and eflorts in improving their maintenance functions.o Assist lhe responsible department(s) in determining what factors affect the cleanliness and appearance of public areas.. Evaluate ij different initiatives and service levels are effective in the cleanliness and appearance of public areas. What do part-time Excellence Program assessors do?; Assessors go to diflerent public areas and rate the cleanliness or appearance of the area against the index.z Assessments can be completed at any time of the day and week. - Excellence Program assessors are NOT required to clean up the areas they assess o o o Who do I call for questions and more information?; Please contact Organizational Development Pedormance lnitiatives at 305-673- 7710. AAIAAAIBEACH O oFFrcE oF THE crTY MANAGER Lrc # 595-2019 o TOr Mayor Dan Gelber and Members of t City Com tssron FROM: Jimmy L. Morales, City Manager DATE: October 28,2019 SUBJECT: Cleanliness lndex & Assessment P LETTER TO COMMISSION m Results for FY 2018/19 Ouarter 4 Key Q4 Metrics: Citywide Gleanliness lndex Rating: 1.65 Citywide Cleanliness lndex Compared to FYl8 Quarter 3: 2.9oh improvement Citywide Porcent Assessments Meeting Target: 83.2% Background The Miami Beach Public Area Cleanliness lndex is an objective measurement of performance ranging ftom 1.0 (Very Clean) to 6.0 (Very Dirty) and includes assessments of litter, garbage cans/dumpsters, organic material, and fecal matter. The results of the assessments are used to monitor the impacts of recently implemented initiatives to target areas for future improvements and assure the quality of services. Quarterly sample sizes are set lo ensure no greater than a +5.0-percentage point sampling enor given the 95o/o confidence level for each of the public areas assessed. During FY 2006107, the City tightened the target for the Citywide and area-specific cleanliness indicators from 2.0 to 1.5 - the lower the score on the cleanliness index indicates a cleaner area. This target continues to be the same from FY 2007108 to date. As importanl, the City also has a goal to ensure that 90 percent of assessments score 2.0 or better, with awareness to seasonal fluctuations. The scores are compared to the same quarter in prior years to account for seasonal variations. The program received the 2007 Sterling Quality Team Showcase Award. All improvemenl action plans implemented are validated against the lndex. Cleanliness results at the end of each quarter inform stakeholders if the action plans have worked or if they need to be adjusted. Tangible benefits obtained as a result of the program include the city's achievement of one of its strategic objectives lo be cleaner. o The purpose of this Letter to Commission is to communrcate the results of the award- winning Cleanliness lndex and Assessment program from FY 2018119 Ouarter 4 (July 1, 20'19 to September 30,2019). Summary of the Cleanliness Assessmont Results FY 2018/19 Quarter 4 Overall, the Cityl,vide Cleanliness lndex improved during FY 2018119 Quarter 4 when compared to the same quarter in FY 2017118 by 2.9o/o to 1.65. Additionally, FY averages reflect steady progression as evidenced by the lndex, anecdotal information, and results of our most recenl resident survey. Additionally, 83.2o/o of all public area assessments scored 2.0 or better (target=90o/o) in FY 2018/19 Quarter 4. Cleanliness continues to remain a top priority for the City. Positive and Stable Areas in FY 2018/19 Quarter 4. Parks- Parks improved lo 1 .42 o( 2.7% when compared to the prior quarler and the prior FY same quarter with 90.20lo of assessmenls meeting the target. Parks will review data specific to organic matenal in playgrounds to ensure contraclors are maintaining designaled areas.. Sidewalks- Sidewalks improved at 1.218 compared to the prior quarter and to the prior FY by 5.7o/o with overall percent meeting target at 89.2%. Commercial entertainment areas improved at 1.39 and commercial non-entertainment areas improved at 1 .50 compared to the same quarter in the prior FY by 11.5o/o and 3.8% respectively. The primary issue continues to appear to be litter on the ground and organic material in residential and non-€ntertainment areas during the weekday daytime hours.. Streets- Streets improved at 1 .54 when compared to the prior FY quarter by 1.9o/0. Commercial entertainment streels remained stable at 1 .53 or 6.1olo from lhe same quarter in the prior FY. 86.4o/o of streets are scoring 2.0 or befter. Commercial non- entertainment streets improved by 2.7o/o when compared to the same quarter in the prior FY.. Beaches - Beach areas maintained by CMB improved to 1.60 or 10.1o/o compared to the same quarter in the prior FY year and areas serviced by the MDC improved to 1.39 or 6.1% compared to the same quarter in the prior FY. The issue appears to be organic material on the beach and little in the beach spoil on the weekend. City staff will continue to work with Miami Dade County to address the issue of excessive seaweed on the beaches. Areas of Focus in FY 2018/19 Quarter 4 o Alleys- Alleys improved to 1.83 or 6.20lo when compared to the same quarter in the prior FY with 76.90lo of assessments meeting the target of 2.O, a .30/o improvement. This remains a poor scoring area since program inception; however, there is consistent improvement from the past two years. Sanitation alley service operates Monday through Friday (5 days a week) every morning from 5ri Streel to Espanola Way for litter removal. Code continues to support this effort citywide with officers required to conduct a minimum of one (1 ) hour of sanitation and alleyway inspections each day in the morning and aftemoon. Code and Sanitation will continue to review warning weekend issuance for overflowing dumpsters to determine weekend service needs, as well as review data. Efiective the beginning of Ol 2020, Code and Sanitation will be conducting alley sweeps one time per week during the weekday daytime hours. Parking Lotc - Scores at 1.84 improved by.5%from the prior quarler and 11.5o/o from the same quarler in the prior FY. The percent of assessments meeting the 2.0 standard improved lo 73.2o/o compared to the same quarter in the prior FY, a 5.8% o o o improvement. A litler can garbage truck route has been added from 1 pm to I pm five (5) days a week (excluding Tuesday and Wednesday to service the cans with an emphasis on parking lots with low scores. Current resources have been utilized. Waterways - Smres deteriorated by 19.6% or 2.01 when compared to the same quarter in the prior Fiscal Year. The percent of assessment meeting the 2.0 target deteriorated by 11.7o/o with 7'1.60/o meeting target when compared to the same quarter in the prior Fiscal Year. lssues appear to be organic material and litter in non-hotspot wateMays. The new agreement with AEI has been executed effective October 1, which includes cleanliness data and fine issuance for not meeting established standards for litter. o o 6 o o - ra ! .-i .rr *-aEr c,6-- arlrrrrl aFG!-5.tsltr, E__ a_, Et a.E.-tsrEtrrr acr - 5.Grtrlrrr hr-!! Et E-!!tsr.5 i5rr a-ri-ca-t E(-C.nb.a ,5 :! rtl III.E lllt 5rE'l-': ac! - attr.m.ia c@-ireit-rtr,r x'Grr ^..' - 4ffi.-a--d ctur'r.d*iFtG. D-r- Etr IEh.!ar lEtrt-r--e, r-i.(-c.rtb* ..! .aa a IIT.EtiE r-r r-.rr, *'r ag!6r-h6i c' . - idr.!r-r.rl E!-r- ^-' -t crct - frrrFErcffi.-lo..--ai t-n- Et Et E l!!!!l ra^ lrsr -=-e ei, r-n--a.n--a- rf, uF a.-r ta!!n, o-, r.Flrrr a.re iEr! t.l: -}I Eg -I -Ar I!.I II - Er.=:' li t -LI-I TI IIIIITIE'II IuT EIT o BEACH aaTZD -fl-----------rr- I------------zr- -rc-ltfIr_ :- :..l:5 t!l :tt :r o e SE'.rli-, o tiEt aFc.- aiEEit c4q. -iGr.arlt rrrrr ts- AlE.ts a-G. - lrE-an c!<. -.ea'Er-rtrrr t-trlEE .E IE 5r arri t .r!.a or, r-+o-c6tsc-- !EEI 5.G.-3r-E!n c.G.-r6.tr!r-rr h &. .Et a'Gr- arri-c]ir c6!*.-IFrE.r'r,r E.lrt!I .llt EE'l.,r lln.L.trt o.t rari-c€b6tt- at a-i tiElE crlrlEa - eilt-trlra cG.-t-!3r-Errr tsi- Atrrr Ei a6G.- ar-uEi c'iG.-rs{nElrF,r i-r- NEEts -lE r-!r a.-i i-6aa oi, r-tr-t-c.n---e EE.llta co.Gr - ar-rrllrir cG. -r-}ar:t trn t-- ,L'' .lEE cGG. - arE-r{i cffi.-r-tii-nn Itrrn- !EE E I.E i-ti a*i tlrtQ atr,rrrd cari ,iioraa I[iI IjT;I -l- IILI I -rL!- -5IL[LL-r o r-f, -''l_ ---------l7x- rt5 ,t- -rll- at stt IIr TT Lr',! tti -.-------!tI- ----------n------------rlr----------'l -_____________EX____________ l --------Er------ Cleanliness Key lntended Outcome Cleanliness was identified in our community surveys as a key driver affecting overall quality of life. ln addition, in the 2019 survey, residents and businesses rated cleanliness as one of the services the City should strive not lo reduce. The City has implemented increases in service levels and community satisfaction levels have improved. Overall scores have improved by 28.0ch from FY 200t06 to FY 2018/19. Next Quarter Assessments City part-time staff is conducting cleanliness assessments every quarter. Additionally, residents are always welcome to participate. lf you or any member of your staff is interested in participating in the City's Public Area Cleanliness and Appearance Program, please contacl Dr. Leslie Rosenfeld with Organizational Development Performance lnitiatives at exlension 26923. lf you have any further questions, please feel tree to conlact me Eric Carpenter, Assistant City Manager Mark Taxis, Assistant City Manager Roy Coley, Public Works Director John Rebar, Parks and Recreation Director Saul Francis, Parking Director Hernan Cardeno, Code Compliance Director Betsy Wheaton, Environmental Director Danell Caldwell, Sanitation Division Director Dr. Leslie Rosenfeld, Chief Learning Development Officer o o o MT/EC/LDR a a o Garage Attendant / Securitv lndex ) ) o AAIAAA!BEACHo City of Miami Beach Garage AttendanUSecurity lndex Help Miami Beach address one challenge: Customer Service What is the Garage AttendanUSecurity lndex?> lt is a set ol standards called the Garage Attendanvsecurity lndex that help the city obtain measurable data on the customer service performance of attendanVsecurity personnel in public garages in the Iollowing areas: conduct, prolessionalism, attire, and knowledge.i The Garage Attendanvsecurity lndex measures customer service performance ranging lrom 1.0 (not satisfied) to 5.0 (extremely satisfied).; The indexes uses part-time assessors to conduct assessments and objectively rate the customer service performance of garage attendanVsecurity personnel. What does the Garage Attendanvsecurity lndex evaluate? The Garage AttendanVSecurity lndex evaluates the customer service performance as follows:o Conduct: Employee greeted in a courteous manner, and responded to customer in a courteous manner following the philosophy that "the customer is not always right, but always deserves to be treated with respect".o Professionalism: Employee at first impression was clean, professional, greeted with a smile and displayed appropriate behavior. Employee had access to necessary tools to meet requests and provided a receipt, information and material to obtain answers and/or services were readily available. Service was prompt. o Attire: Employee was wearing an appropriate clean uniform with nametag and/or lD, consistent with the contract requirements.o Knowledge: Employee provided accurate and understandable solutions/options to customer request or directed the customer to the appropriate person who may have knowledge in the subject matter. o o What are the goals of the indexes?,. The goals of the rndexes are to obtain measurable data on customer service performance to achieve the following:. Monitor the impacts of recently implemented initiatives to target areas for luture improvements and assure the quality of services.. Assist the responsible department(s) in identifying assessments with scores of 3.99 or below to issue penalties and a memorandum indicating corrective action items taken to remedy the situation.o Assist the responsible department(s) in identifying employees to be removed with three (3) assessments scoring 3.99 or below. AAIAAAIBEACH crTYrNloE sucfliY FoR orfuoEs TfiIIAE^CH 6AA^OE 3ECUA TY IIIOEX crTYwrDE 3UXr^nV FOi G^i^Ga3 6.!6 l^l:16o&Or dortupoqrti& What do Excellence Program assessors do?z Assessors go to difJerent garages and interact with garage attendanvsecurity to rate the customer service performance against the index.z Assessments can be completed at any time ol the day and week. I trdara,il* tracr- lr-,-l|'Cr |,.FYO F-IrI .a l.rt J.$ l.r 1.., f.r | .r' |.n I., |.! |.r. 1., lrar 1., l.i I.., Who do I call lor questions and more information? - Please contact Organizational Development Pedormance lnitiatives at 305-673-7710. .... l.r. 1.. ..r l.r l.n 1., l.n I.!5 l.r AAIAAAIBEACH o OFFICE OF THE CITY MANAGER FROM Jimmy L. Morales, City Manager November 1, 2019DATE LETTER TO COMMISSIONLTC #59-t-2019 TO Mayor Dan Gelber and Members of he City mrssron SUBIECT Garage Attendant and Garage Secu lndex Results for FY 2018119 Quarter 4 The purpose of this Letler to Commission is to communicate the results of the newly developed Garage Attendant and Garage Security lndex for fiscal year 2018119 Quarter 4 (July 'l , 2019 to September 30, 2019). Key Q4 Metrics: Aftendant Average lndex Rating: 4.95 Attendant Percent lmprovement from Prior Quarter: 1.2% Security Average lndex Rating: 4.95 Security Percent lmprovement from Prior Quafter: 4.2o/o Background The Miami Beach Garage Attendant lndex and Garage Security lndex are an ob.,ective measurement of customer servrce performance ranging from 1.0 (not satisfied) to 5.0 (extremely satisfied) and includes assessments of conduct, professionalism, attire, and knowledge. The results of the assessments are used to monitor the impacts of recently implemented initiatives to target areas for future improvements and assure the quality of services. Each garage is assessed a minimum of four (4) times per quarter, at varying times of the day and evening. Any assessment resulting in a score between 1.0 and 3.99 on a 5.0 scale results in a $100 penalty and shall require a memorandum indicating corrective action items taken to remedy the situation. Critical item questions scoring '1 .0 will result in an override of the total assessment to a 'l .0 and will result in a re-shop. Thr* (3) assessrnents scoring between 1.0 and 3.99 to the same employee will result in the removal ot the employee. Garage Attendant lndex Results FY 2018119 Quarter 4 Overall, the City Garage Attendant lndex in FY 2018/19 Quarter 4 was a 4.95 on a 5.0 scale. The scores improved from the prior quarter and from the prior FY same quarter. Parking staff have reviewed the results of the assessments with the contractor for garage attendants and issued penalties per the agreemenl based on 310 assessments conducted in all garages with 1 assessment scoring 3.99 or below resulting in a fine of $100. Citywide scores this quarter remained stable from the prior quarter Additionally, a memorandum o o was issued to correct the identified deficiency Areas of Focus in FY 2018/19 Quarter 4 Service not prompt - Employees must ensure that transactron time is quick and wait time for personal assistance by attendant is no longer than 10 minutes or schedule for a mutually convenient time. Garage Security lndex Results FY 2018/19 Quarter 4 Overall, the City Garage Security lndex in FY 2018119 Quarter 4 was a 4.95 on a 5.0 scale. There were 61 assessments conducted in all garages with 0 assessment scoring 3.99 or below. The scores improved from the prior quarter. Areas of Focus in FY 2018/19 Ouarter 4 Greeting not provided- Security personnel are to greeted customers in a courteous manner rncluding a sincere hello and welcoming attitude. Nametag not visible. Security personnel are always required to wear a nametag for ease of references by the customer. Some personnel did not have their nametag visible. 20i -o o oIIAII EEACN GIR}GE AIIE SA'{T IIOS CIIY\{!D€ SUIIARY FOR G{MGES Asnga Scorc ParQrIErPer Year 0ua rt r Gerrge AtEndant 2016 2017 20r8 FY AVG o1 0a0l AVG 01 0:ul 0r AVG I lt ch.nr. tr chric. {rom t chiia lDi! Ifum ban prior Or ldor fY Or lrerrOt I r5 38t MIAMI BEACH GARAGE ATTENDANT INDEX CITYWIDE SUMMARY BY GARAGE Q4 2019 ATTENOANT 04- 2019 Alg Score ln itial Eperiences Epenences Below 4 ($ 100 fine ) # Of Reshops lor Elperiences below 4 # ofReshops Scoring &low 4 ( $100 additronal fine) Garage - 12th Sfeet and Dre)el 0 0 0 Garage - 13th Stseet and Collins 0 0 0 Garage - 16th Street and Collins 0 0 0 Garage - 'l7th Street and l\,leridian Court 0 0 0 Garage - 17th Street and Pennsy\.ania 0 0 o Garage - 18th Sfeet and l.4eridian o 0 0 Garage - 1900 Bay Rd 1 0 0 Gatage - 42nd Sbeet and Sheridan o 0 o Garage - sth Street and Aton Road 0 Garage - 7th Sbeet and Collins A\enue 0 0 0 G6ra9e Total 1 0 0 o 4.99 24 4.9 7 30 490 493 25 496 42 28 4.9r 0 1. - 0 0 496 31 0 o o XIAII EEACH GARTCE SECURITY IXD€X OTft{IO€ SUIITRY FOR GARAGES AY.ag. Score P!r Oialtr ParY.ar 2018 2019 0ua ner G.ng. S. curity Next Quarter Assessments City part{ime staff is conducting garage attendanusecurity assessments every quarter. Additionally, residenls are always welcome to participate. lf you or any member of your staff is interested in participating in the City's Garage Attendant lndex and Garage Security lndex, please contact Dr. Leslie Rosenfeld with Organization Development Performance lnitiatives at extension 6923. Q1 J. Mark Taxis, Assistant City Manager Richard Clements, Police Chief Saul Francis, Parking Director Dr. Leslie Rosenfeld, Chief Learning Development Officer 02 c:0r FI AY6 01 0a FY AVG I ah. nga fom edor 0t It clrie. I ctrnor hn lton lrrr prlor FY On frrr0r SECURITY Q4- 2019 AW Score I lnibal Eperiences Eperienc€s Below 4 # Of Reshops lor E)q)eriences below 4 Garage - '12th St eet and Dre)Gl 0 0 0 Garage - 13th Street and Collins 0 0 0 Garage - 16th Slreet and Collins 0 0 0 Garage - 17th Steet and l,leridian Coun 0 0 0 Garage - 17th Stseet and Pennsllyania 0 0 0 Garage - 18th St eet and [,leridian 0 0 0 Garage - 1900 Bay Rd 0 Ga@ge - 42nd Street and Sheridan 0 0 0 Ga.age - sth Street and Aton Road 0 0 0 Garage - 7th Street and Collins A\,enue 0 0 0 Garage Total 0 0 o C lf you have any further questions, please feel free to contact me. W::;W t.:t rtr 19. 192 att a'r a'3 a MIAMI BEACH GARAGE SECURIW INDEX CITYWIDE SUMMARY BY GARAGE Q4 2019 # of Reshops Scoring Below 4 4.89 B 499 5.00 5 500 5.00fin- r97 0 0 4.81 s00 e 4SS 4.97 61 0 Evaluation Criteria for each assessment are listed below: Critrcal items with an asterisk (-) scoring a 1 result in overall score of 1 for experience: Garage attendanUsecurity first rmpression was 1- clean, 2- professional, 3- greeted with a smile, and 4- displayed appropriate behavior .. Service was prompt. Transaction time was quick and wait time for personal assistance by atlendanUsecurity was no longer than 10 minutes or schedule for a mutually convenient time.' I was greeted in a courteous manner.' (AttendanVsecurity greeted me with 1- sincere hello, 2- welcoming attitude, and 3- helpful ) Employee responded to customer in a courteous manner following the philosophy that "the customer is not always right, but always deserves to be treated with respect".' Employee provided accurate and understandable solutions/options (in English) to customer request or directed the customer to the appropriate person who may have knowledge in the subject matter. Employee appeared knowledgeable. Employee had access to necessary tools to meet request and provided a receipt. lnformation and material to obtain answers and or services were readily available. I recerved the service/information required. (All of my questions or the entire service was provided concisely and accurately) Employee had a positive, helpful anitude, was efficienl and followed through with request. Employee appeared to go the extra mile to assist me The attendanvsecurity sard, "Thank Youl" ending the conversatlon showing that they appreciated my business (Ex. Have a great day, enjoy your stay, we appreciate your business. we hope to see you soon). Attendanvsecurity was wearing an appropriate clean uniform with name tag and/or lD, consistent with the contract requirements. The overall rmpression of my visit was positive. Satisfied with timeliness, completeness, and clarity of information and/or services received. Employee demonstrated professionalism and courtesy. o o o Garage lndexo o o o o o AAIAAAIBEACHo City of Miami Beach Garage lndex Help Miami Beach address two challenges: Garage Cleanliness & Appearance What is the Garage lndex?z lt is a set of standards called the garage index that help the city obtain measurable data on the cleanliness and appearance ol public garages in the following garage areas: parking, stairwells, elevators, and exterior.i The garage index measures specific cleanliness and appearance criteria that translate to a scale of 1- Extremely Well Maintained to 6 - Not maintained.i The index uses part-time assessors to conduct assessments and objectively rate the cleanliness and appearance of public garages. What does the Garage lndex evaluate?> The Garage lndex evaluates the cleanliness and appearance of garage parking, stairwells, and elevators as follows:o Appearance: Signage well maintained, lighting functional, No damage/painted areas crisp/striping crisp, pavement stain lree, and ticket bursters/payment stations/exit verifiers in good working conditiono Cleanliness: No trash, no graffiti on walls, odor free, garbage cans well-maintained, and no organic materialo Exterior Appearance: Planters/grassy areas/sidewalk entrance well maintained, graffiti lree, no unpleasant odor, no trash, and signage clean and useable. What are the goals of the index?) The goals of the index are to obtain measurable data on cleanliness and appearance to achieve the following:. Assist the responsible department(s) in strategically directing their resources and efforts in improving their maintenance functions.o Assist the responsible department(s) in determining what factors aftect the cleanliness and appearance of public garages.. Evaluate if different initiatives and service levels are effective in the cleanliness and appearance of public garages. o o AAIAAAIBEACH Repon 1 . Gar.g€ lndox ScoIe for All Clly Garagps o o Ofnl) 6r.e. tn*t tf.O.,'l 5t OYrr' Cnt G.r.{. s. oanr Auq. tnd.r 2 0 ot b.t1r tf.o.r lt04t ,3r\ r2ri 7r r\ a3.t\ Ci..7!! (Lr,.l 6r.{. lt.r ? 0 d !.n, r.ed r. Who do I call for questions and more information?> Please contact Organizational Development Performance lnitiatives at 305-673-7710.o What do Excellence Program assessors do?,- Assessors go to different garages to rate the cleanliness or appearance of the area against the index.Z Assessments can be completed at any time ol the day and week.; Excellence Program assessors are NOT required to clean up the areas they assess. \ MIAMIBEACHo OFFICE OF THE CIIY MANAGER Lrc# 492-2019 LETTER TO COMMISSION e City mrssron 9 Quarter 3 TO: FROM: DATE: SUB]ECT Mayor Dan Gelber and Members Jimmy L. Morales, City Manager September 5, 2019 Garage lndex Results for FY 201 o The purpose of this Letter to Commission is to communicate the results of the Garage lndex from FY 2018/19 Quarter 3 (April 1, 2019 to June 30, 2019). o Cityvide Overall Rating: 1.77. Parcent of Assessments Hccting lntGrior App.aranca Targot: 79.3%. Percent of A3sessmsnts Heeting Parking Arca Appcaranc. Targct: 66.3% Background The Miami Beach Garage lndex is an ob,ective measurement of performance ranging from '1.0 (Very Well Maintained) to 6.0 (Not Maintained) and includes assessments for cleanliness and interior/exterior appearance of the garage parking area, stairwells, and elevators. The results of the assessments are used to monilor the impacls of recently implemented initiatives to target areas for future improvements and assure the quality of services. Quarterly sample sizes are set to ensure no greater than + 5.0 percentage point sampling eror given the 950,6 confidence level. Summary o, tho Garag€ lndor RosutE FY 20l8rl9 Ou.rler 3 Overall, the City Garage lndex in FY 2018/ 19 Quarter 3 was a 1 .77, with 83.9% of assessments scoring a 2.0 or better. All scores improved when compared to the same quarter in the prior FY with stairwell appearance improving 25.5o/o from the same quarter in the prior FY. Additionally, cleanliness in stairwell and parking areas improved 19.0% and 14.8% respectively when compared to the same quarter in the prior FY. Areas of Focus Appoarance lnterior - Overall garage interior appearance improved to 1.87 with 79.3% of assessmenls meeting the target, a 10. 1olo and 14.506 improvement respectively when compared to the prior quarler. Elevators improved in many garages, with the percent meeting target in these areas improving 2.7o/o when compared to the pnor quarter.o Key Q3 uetrics: / a o o \ o Parking area assessments continue to yield the lowest score at 2.16 and 66.30lo of assessments meeting target due to pavement stains in the parking area; only 53.6010 ot parking area assessments were stain free, a 4.4Vo improvement from the prior quarter. This continues to be a very challenging factor to address as traditional pressure cleaning techniques do not address the oil stains from ca6, and the City has evaluated the cunent standard which continues to present challenges. A waterproofing project has been initiated for the top deck of the l7t street garage and the entire 16h stre€t garage (Anchor) The coating will significantly improve appearance, protect the surface from stains and provide a more resilient, easier to clean surface. Cleanliness - Overall garage cleanlaness detenorated to 1.67, a 4.4016 decline from the prior quarter, and 11.6% improvement when compared to same quarter in the prior Fiscal Year, with 89.87o of assessments meeting the target. Parking supervisors continue to conduct cleanliness assessments to identrfy deficiencies. Reports are transmitted to Property Management via e-mail for review of identified deficiencies and escalated as necessary. Erterior Appearance - Exterior appearance of parking garages improved to 1.77 or 23.7% when compared to the same quarter in the prior Fiscal Year with 79.9% of assessments meeting the target, a 27.7o/o improvement from the same quarter in the prior FY. Trash on the exterior of the garages continues to be an issue. A new janitorial contract for garages has been selected and began service on June 22, 2019. Performance data has been incorporated inlo contract terms and will be used to ensure cleanliness standards are met. Property Management is working with the contractor to address deficiencles in their work, which are affecling appearance and cleanliness of facilities. o o Positive and Stable Areas a a o o a Io I' xa-a a-t - T r.!EI riE! E!uEIEEr:[rt7!EI-_trr_,_Irt M r,.EITG' EET Er'/rElltr:IfEirrrirIEIS EE fr rqf.ritt-!-tri-Ir:tEfEEr-IT F-I rlrrrtl o i-r. i r-. lr-DE -- | -n- !--d --lL -JL----.ar- t- r-.t,-.1,-- -o lFio lb-ol"-l ait.qtr- fL !c C F 7n('a ct a{l!lra-,cr E tlatt:l aa attt-T'E'tL -IE- tl l- 1, I I ' !.a lt mb-.6 IIII t II -.l It..r -l o o o -tiI*F -F'FE -'!!E--:|.:F:ET -srtFltltr -FnrtE -1=:r1-?-::r'-rF,!lt! EEET=[I.EF!!? rr--rE- -!FE+!!! -,i!!!'lr,!i'F-FEEtr! -!r- -.E:EIE -]F?IE:ETF.? -EIi=EE -E::t?[!!tr? -l-El!.FFt TEi:I,1EETIEE II.I-',IIIIITI- -:rrrlrEr EEE:E!=I=EEE= IrI-!:--rIItr -- I ]'IETIIIEIIIEIfrrfrr-'r-II]iIITII']If;:II('trr ltrrr I l!I EEEEf,J GI I IET - I]II ITX fr.r Iihr IET IXIT E INIE r-rirEE fITI r]I EIIEI GIEEoI,* ]x, IrlEE &64 sn 11 n6i &ii 6lr li\ Elr Btt tr12l tlt 6]lt &t r!a ltllt ltl ! 9.r r d2t { 22t -!n plr rla 5.t :: .i,i: ! :1 , l ttt lr:r o ---t!----lr_ fI -,L --.EL __!L ----rL r^--fri-f.i-T-ri I 0r 0r 0r 0a QI ql 0a lt Qt tErYOo,0!tE0t lql I rin | lfr itr I tis I !:d | !:{^rth l- O o Next Quarter Assessments City part-time staff is conducting assessments each quarter. Additionally, residents are always welcome to participate. lf you or any member of your staft is interested in participating in the City's Garage Index Program. please contacl Dr. Leslie Rosenfeld with Organrzation Development Performance lnitiatives at extension 6923. lf you have any further questions, please feel ftee to contact me Attachment Eric Carpenter, Assistant City Manager Mark Taxis, Assistant City Manager Roy Coley, Public Works Direclor Saul Frances, Parking Director Darrell Caldwell, Sanitation Oivision Direclor Adrian Morales, Property Management Director Dr. Leslie Rosenfeld, Chief Leaming and Development Officer Rod s, Green Space Divasion Direclor MT c o o a o o o Gara96 lndex Criteria for each area are listed below: Appearance Parking Area / Stairwells / Elevatos. Signagewell-maintained. Lighting Suffcient. No damage (leaks/rusuconcrete spalling) and paanted areas crisp. Pavement stain freeo Ticket burster/payment station/exit verffier in good working condition or stairwell doors/railings or elevator doorvbuttons Appearance / Cleanliness Exterior. Planters/grassyareas/sidewalkentrancewell maintained. Graffiti free. No unpleasant odor. No trash. Signage clean and useable a Cleanliness Parking Area i Stairwells/ Elevators. No trash on ground. No graffiti on walls. Odor Free. Garbage Cans well-maintained. No organic material (vomiusand/cobwebs) l O o o O o o Public Bathroom lndex a o o AAIAAAIBEACHo City of Miami Beach Bathroom lndex Help Miami Beach address two challenges: Bathroom Cleanliness & Appearance What is the Bathroom lndex?; lt is a set of standards called the bathroom index that help the city obtain measurable data on the cleanliness and appearance ol public bathrooms in the following bathroom areas: toileVurinals, sink, and exterior entrance.> The restroom index measure speci{ic cleanliness and appearance criteria that translate to a scale of 1- Extremely Well Maintained to 6 - Not maintained.i The program uses part{ime assessors to conduct assessments and objectively rate the cleanliness and appearance ol public restrooms. o What does the Bathroom lndex evaluate? - The Bathroom lndex evaluates the cleanliness and appearance of public bathrooms as lollows:o Appearance: Stable/operable toileVurinal partition enclosures, stall doors rust free/fully painted/latch & hinge functional, sink faucets and soap dispensers functional, interior lights f unctionalo Cleanliness: floors mopped/clean/no stains, toilets/urinal clean/no litter visible/no leaks, no unpleasant odor, toilet paper available/usable, no graffitio Exterior Appearance & Cleanliness: Signage visible/clean, no grafJiti, no unpleasant odor, no trash/litter, and entrance door rust freelfully painted/f unctional. What are the goals of the index?i The goals of the index are to obtain measurable data on cleanliness and appearance to achieve the following:o Assisl the responsible department(s) in strategically directing their resources and eflorts in improving their maintenance f unctions-o Assist the responsible department(s) in determining what lactors affect the cleanliness and appearance of public restrooms.o Evaluate il different initiatives and service levels are effective in the cleanliness and appearance of public restrooms. What do Excellence Program assessors do?i Assessors go to different bathrooms to rate the cleanliness or appearance of the area against the index.i Assessments can be completed at any time of the day and week.; Excellence Program assessors are NOT required to clean up the areas they assess. Who do I call for questions and more information? o i Please contact Organizalional Development Performance lnitiatives at 305-673-7710 o o o AAIAAAIBEACH o o OFFICE OF THE CIry MANAGER FROM: Jimmy L. Morales, City Manager DATE: October 31, 2019 SUBJECT: Restroom lndex Results for FY 20 LETTER TO COMMISSION 9 Quarter 4 LTC #592-2019 TO: Mayor Dan Gelber and Members of City mrssron o The purpose of this memorandum is to communicate the results of the Restroom lndex from FY 2018119 Quarter 4 (July 1 , 2019 to September 30, 2019) Key Q4 Metrics: . Citywide Restroom lndex Rating: 1.92 (.5o/o deterioration from prior FY) o Citywide ToileUUrinal Cleanliness Meeting Target: 63.8%. Bathroom Exterior Compared to Prior Year Fiscal Quarter: 10.3% Deterioration Background The Miami Beach Restroom lndex is an objective measurement of performance ranging from '1.0 (Very Well Maintained) to 6.0 (Not Maintained) and includes assessments for cleanliness and interior/exterior appearance of the toilet and sink areas (see attached). The results of the assessments are used to monitor the impacts of recently implemented inatiatives to target areas for future improvements and assure the quality of services. Ouarterly sample sizes are sel to ensure no greater than + 5.0 percentage point sampling error given the 95% confidence level. Summary of the Restroom lndex Results FY 2018/19 Quarter 4 Overall, the City Restroom lndex in FY 2018119 Quarter 4 was a 1 .92, with 74.1 % of assessments scoring a 2.0 or better, a 4.Oo/o and 5.3% improvement respectively when compared to the same quarter in the prior FY. The FY 2018/19 average was a 1.89, with 7 4.2o/o of assessments scoring a 2.0 or better. Scores were adversely impacted by the poor performance of a new janitorial contractor, who serviced the restrooms from June through September. They have since been terminated, effective October'1, 2019, and a new vendor, SFM, assumed the role of maintaining the restrooms. Overall, scores would have suffered significantly more, were it not for the Parks staff actlvely monrtoring and cleaning restroom to compensate for the prior contract's poor performance. Areas of Focus Cleanliness Toilet Area - Data continues to indicate that toalevurinal cleanliness is a low scoring arca al 2.14, with 63 8% of assessments meeting the target. Floor cleanliness remains an issue with 54.so/a of assessments meeting the criteria in toilet areas and 58.2% in sink areas. Property Management and Parks will work with the new contractor, SFM, effective October 1, 2019 to identify opportunities for improvemenl. Ongoing deflciencies throughout quarter four let to the removal of the former contractor. Parks staff were consistently more vigilanl in ensuring restroom cleanliness as there were deficiencies in service. Parks noted approximately sixty- one deficiencies between June 2019 to September 2019 and required parks staff to supplement restroom cleanliness efforts to ensure expectations were met. Cleanliness Sink Area- Sink area cleanliness overall scored low at 2.06 with 68.1% of sink area cleanliness meeting the standard. Property Management is requiring SFM to meet established performance expectations based on the restroom index criteria. Extsrior Appearance - Overall bathroom exlerior scores deteriorated with 81 .3% scoring 2.0 or better with an average of 1.82. This is a 8.0% and 10.3% deterioration respectively when compared to the same quarler in the prior FY. Litter and kash during the weekend daytime hours appear to be an issue across restrooms in the South Beach area with 58.9olo meeting the target. Property Management and Parks staff will work with SFM to ensure exterior of restrooms is free of litter up to 20 feet from restroom facility. Positive and Stable Areas Bathroom lnterior- Overall bathroom interior scores improved when compared to the same quarter in the prior FY from 1.82 to '1.64 or 9.9%. The percent of bathroom interiors meeting the target rmproved al 83.1o/o or 7.5% improvement from the prior FY same quarter. The following restrooms are scheduled for renovation in early 2020: Faiouay Park, Crespi Park, Stillwater Park, Tatum Park and Allison Park. o o o O t.-o.rn 5d, Sad! F d lll Ank n lto(rYl C 0v€ Or.i.l An C.3!.rnl.d.t oarf f.5) 0a0lao1 r79!19R?regn SeG 2!tClirlEa t S.* !i!a 1 I!5:.:!:r FYtet, tYlrxt ba f.. Ou dtle. rno/ ot 65e. 0l ia 1S 106 !r3 I 1ra:tr LIl I 1.58 iIIETTilIIIIt[fr$f -iTIIIIIrft-r ICra rr-IIr,IIAIItrI ---fi)-II:--Drl-T|J-II,J IIIEI o -ffiEcn-rqrffrUrE Orlasl 0l 02 1i aa ft lraE OY.oI Gtr n .trodn S{oc 8661 IT lll attL 17 tl Tol1 Ara !05r !d lr!.alt G0t 9r s29t Ettiroom Ei!,rr Orra U 8..ar!Oltt lr, btr (Irfrlot| B7i !'h FY f.r4.do. FY 0t baFr0r drrg.ctt 19. 3ac3c2RLr.e.FY lrr4. 753i,0-?*7a 9(88 0* 61.?A 5a gl605i 580!t 6ra.6t 65!tsfi 8:31ia;\or.st i o 10 I 2ra 2a i 2tl I 2p I 205 1 taLI A.ot 56LI elt du'0. hrc-rt{. oa Ar -r ffnrr r.o.!,t 2 0 d babr ( I-e a lrolrl r& srla l:016 Ynrfl &I| p,r lrsrrn 5]i Stlal CotE 8.-nn.Prt [S7rn 6,&Sr[d l:0513 nboi Pitr+57d iS !-6d srdl,. rls6rr. Focoar,rhrn aorc6s0 A.6a [rs5-i I I I t orrI. C A.-rrt!.rt ..rita 20 ! lar.llrf.r Sl .an.oo BaGrr Sa.6 [LS&'o ffi-:EIE@-.I;!I ltil Ir.t8I I - I:E;T - EI-,'ErEIrtr@I T'IItrf ITXIIEI EEEF.IE -EaiIrEr Itf,:IIE'IIIItr'rI=rII:lf,IIEr EE -!r-EtIIIII ITEI o Nr*a- Cb-r...rt U! bll(ltttGI 0r ai 0l oa rclifl, * 'i \ &lt I .8r?\ 1ft Sn6l I O.s . LnmL. P,r i[ai7-.l ahn,SS3,D 2r5r Slltc I fto . Coa6 Pdr llaFh. r bn6s8rF I031 ni Sts t oc.r . PrE aPrr,llslr,&nt 9r9a | .xm I6OSP &r St a e Cor.E lt+S7ii&i ) NSOSP 83d Snd E ColE lrrsTrn-osn |6OSP 6{r Srd t aohs,us7rn.bn o.: ^m9t 82 rt r:t .:r\ Ea ra lb.ma$ bblR6ts6s uvf.!!lrst n-861 !'8.1 r2 581 ::y,r I\,bc. 3ao Dd llSE i.5qi] 3€:1ral r,a 926r I .2r 20r So?i Pd[ OM rld os Prr i7m S^c ?r ratr I .0 92r rrmrl.*7frrr-trtr o a6r I ?aor 6a 2tZrao ot !! ot Br.5-! A Corr. E 6V*Pr. f,l.st.a0.6 tt -.r,r- '1.4 !arl @,x 'B t:____]_ trt r lartttr6al@lttnlt s6 9i Itnste!fi I !. !r6? at ?rrl I 'IlI l.rgt tl rlEtt o o s,EC/L Next Quarter Assessments city part-time staff is conducting assessments every quarter. Additionally, resadents are always welcome to participate. lf you or any member of your staff is interested in parti;ipating in the City s Restroom lndex Program, please contact Dr. Leslie Rosenfeld with Organization Development Performance lnitiatives at extension 6923. lf you have any further questions, please feel free to contact me Eric Carpenter, Assistant City Manager Mark Taxis, Assistant City Manager John Rebar, Parks and Recreation Director Adrian Morales, Property Management Director Dr. Leslie Rosenfeld, Chief Learning Development Officer Attachment c o V Criteria for each arca arc listed below Cleanliness Toilet Area. Floors mopped/clean/no stains. Toilets/urinal clean/no litter visible/ no leaks. No unpleasant odor. Toilet paper unavailable/usable. No graffiti Cleanliness Sink Area. Floors mopped/clean/no stains. Sink and/or mirror clean/no leaks. Trash can no more lhan % full. Walls clean/no graffiti. Soap dispenser clean o o Appearance lnterior Stable/operable toileVurinal partition enclosures Stall doors rust free/fully painted/latch and hinge functional Sink faucets and soap dispenser functional Hand dryer or paper dispenser functional All interior lights functional Appearance / Cleanliness Exterior. Signage visible and clean. No graffiti. No unpleasant odor. No trash/littero Entrance door rust free/fully painted/functional (rollup or traditional) o o o o Mvstery Rider lndex o o a AAIAAAIBEACHo City of Miami Beach Mystery Rider lndex What is the Mystery Rider lndex?; lt is a set oJ standards that help the city obtain measurable data on trolley stop amenities, reliability, cleanliness and interior/exterior appearance, customer service, salety, and maintenance.> The Mystery Rider lndex is an objective measurement of performance ranging Jrom 1.0 (Very Well Maintained) to 6.0 (Not Maintained); The program uses part-time assessors to conduct assessments and objectively rate the cleanliness and appearance of public garages. The Mystery Rider Program evaluates the trolleys on amenities, reliability, cleanliness, appearance, customer service, safety, and maintenance as follows:o Amenities: Signage firm in the ground with name of the route, hours of operation, stop lD number, map of the route, website and telephone, no litter around stop, bench or shelter, visually clear with no signs ol graffiti or stickers, no gum, sticky material or stain on stop, bench or shelter, location free of unpleasant odors, bench or concrete pad, bus shelter, and trash receptacle.o Reliability: Headway time between the vehicles.o Appearance/Cleanliness lntenor and Exterior: Exterior Appearance of the vehicle (painVcolors looked noticeable/crisp, no dust on body of vehicle, applicable branding observed, no body derects on vehicle, LED signs (digital destination signs) functional and providing accurate info, text on vehicle readable), driver's appearance acceptable (uniform, name tag or badge, hair/beard trimmed and neat, shirt tucked in, odor unnoticeable/acceptable, closed toe shoes), and interior of vehicle clean condition (no litter on floor or seats, no dust or deterioration visible on window interiors, no pests observed, no unpleasant odor (trash, urine, defecation),no graffiti, garbage disposal availableo Customer Service: Greeted with a smile, responded to customer in a courleous manner, assistance provided upon request, driver announced major intersections or automated stop announcers functional, bus not left unattended, driver did not argue with passengers. o Safety: No abrupt stops or speeding, waited for passengers to be secured behind yellow line before moving, obeyed traffic laws, not eating or drinking while driving, not using cell phone while driving, no personal belongings obstructing the visual of roadway or the operation of the vehicle controls.o Maintenance: Acceptable inside temperature, functional seat, functional interior lighting, no mechanical issues, no visibly loose or broken interior items, no visibly loose or broken exterior items. o o Help Miami Beach address three challenges: Trolley Maintenance, Service, and Reliability What does the Mystery Rider lndex evaluate? AAIAAAIBEACH What are the goals of the index?z The goals ol the index are to obtain measurable data on amenities, reliability, cleanliness and interior/exterior appearance, customer service, salety, and maintenance to achieve the following: o o What do Excellence Program assessors do?z Assessors are assigned specific routes to rate the different stops and trolleys against the index.; Assessments can be completed at any time ol the day and week that the trolleys are in service.; Excellence Program assessors are NOT required to clean up the areas they assess. Who do I call lor questions and more information? z Please contact Organizational Development Performance lnitiatives at 305-673-7710 O o Assist the responsible department(s) in strategically directing their resources and efforts in improving their maintenance f unctions.. Assist the responsible department(s) in assuring the quality oI service. AAIAAAIBEACH o OFFICE OF THE CII'/ MANAGER Lrc# 576-2019 LETTER TO COMMISSION fe citv co mlsstonofTC FROM )ATE Mayor Dan Gelber and Members Jimmy L. Morales, City Manager October 23, 2019 o SUBJECT Mystery Rider Program Results for Y 2018119 Quarter 4 I am pleased lo communicate the results of the Mystery Rider Program from FY 2018119 quarler four (July 1 to September 30, 2019). . Citywide Overall Rating: 1.23. Reliability Rating Compared to Prior Fiscal Year Quarter: 7% lmprovement. Citywide Percent Assessments Meeting Target Customer Service: 99.3% Background The Mystery Rider Program is an objectrve measurement of performance ranging from 1.0 (Very Well Maintained) to 6.0 (Not Malntained) and rncludes assessments for bus/trolley stop amenities, reliability, cleanliness and interior/exterior vehicle appearance, customer service, safety, and vehicle maintenance (see attached). Our Citywide overall rating is 1.23, with 98.9% of assessments meeting the target for customer service. Reliability improved 100/o compared to lhe same quarter in the prior fiscal year. The results of the assessments are used to monitor the impacts of recently implemented initjatives to target areas for future improvements and assure the quality of services. Quarterly sample sizes are set lo ensure no greater than + 5.0 percentage point sampling error given the 95% confidence level. Overall, the City Mystery Rider Program in FY 2018/19 Quarter 4 was a 1.23, with 95.50/o of assessments scoring a 2.0 or better. This represents l3% and 4% imorovement respectively when compared to the same quarter in the prior FY. Staff continues to use real-time alerts for low scoring areas which enables for improved response limes in connection to all critena. Areas of Focus Stop Amenities - Stop amenities is a lower scoring area at 1.53 and 92.5% of stops meeting the target; however, this is a 15o/o and 100/o improvement compared to the same quarler in the prior fiscal year. Currenlly there are approximately 285 buso Summary of the Mystery Rider Results (Trolley only) FY 2018119 Quarter 4 stops in the City with only 95 bus/trolley shelters. The new bus shelter design effort is completed, and the City Commission approved issuing an RFP for installation, operation and maintenance of new bus shelters on July 31 , 2019. Proposals are Four (4) bus shelter design styles will provide flexibility for installation at bus/trolley stops based on right-of-way constraints and ridership. New bus shelter installation anticipated to start in mid-2020. The Transportation Department and Sanitation Department reviewed mystery rider data to identify trolley stops that receive low scores due to unpleasant odor (10 stops south of 41 Street and 5 north of 41 Street) and stops that score low due to litter (17 stops south of 41 Street and 5 north of 41 Street). As a result of the review, the Sanitation Department will now include those stops in their daily scope of work. Reliability - Results show that trolley reliability scores improved compared to the previous quarter, scoring 1.58 wilh 83.3% meeting the target of 2.0. This is a 5% deterioration compared to the prior quarter. Recently approved Amendments No. 7 and No. 8 to the trolley agreement establish new on{ime performance goal for all trolley routes. Additionally, to improve reliability of the service, this amendments approve addition of two more highjloor trolley vehicles, which are to only be used as a spare vehicles when needed (i.e. to replace a trolley that is taken out of service for mainlenance/repair reasons), thus not increasing the number of vehicles in operation and the City's annual operations and maintenance cost of the City's trolley service. Customer Service - Results indicate an average score of 1.06 with 99.3% meeting the target of 2.0. This is a 15% and 2% improvement respectively from the same quarter in the prior fiscal year. The Transportation Department continues to work with the trolley contractor to support the delivery of excellent customer service that align to the City's service excellence standards and staff from Organizational Development provided additional customer service kaining to help reinforce prior training objectives and "Ambassador Style" customer service requirements. Beginning in quarter 4 of fiscal year 2018, staff has implemented an English proficiency standard to ensure trolley operators are responsive to customer inquiries. Results indicate 100o/o of assessments reflect driver proficiency in English. Transportation is working with the contractor to address any deficiencies in this area. Vehicle Appearance/Cleanliness - Scores in this area remained stable at 1.10 or 20% improvement when compared to the same quarter in the prior fiscal year. The score indicates 98.60lo of assessments are meeting the target. Staff continues to require submittal of weekly vehicle cleaning log by the operator. Staff will continue to monitor this factor and work closely with the service provider lo ensure ongoing high performance. Safety and Maintenance - Safety and maintenance remained stable at 1.03 and 1 .12, a 7ok and 1% improvement respectively from the same quarter in the prior FY. This reflects 99.8% and 99.3% respectively meeting the target, Transportation Department staff continues to work closely with the service provider lo ensure trolley drivers are following all traffic rules and regulations. o o o Positive and Stable Areas o Rrti P l.m5.6.fqAlC or Sartt lcGh 1 PoriEa C {54 Jvl.I li'lr &dr Tl.ri h&r S.dr ,a Tr*r Rqr.! t tEc I rFF l I Cvlrl Slo o G,rar-&tE nitlhrl Ir*rr..qlqadulrt ,tI!.4 SI I, !I, , Yt5r't6dLti Io.rlaa .r-l !& Scdr b{ f Etd al a2 03 oa FY fvlrxr OYcrJl r99 Stog Arnania3 Rcll5bLlilv Appcr6nEEr'C brnllness 216 r98 1S 151Culom.. Sa./lct zlx 1.C2 Sail-/16a r.55 Hlntan!nc!r53 r67 I -r.*.r-:nl trItrITT;I I T -rr,r -r.rr -5- -r.',I-E;1-Ir- -ElI-r,:I-:t--R-.-TEIIEI -fil rY hflF cr c2 al u FY lirl.Ctt f !a. ,r 0t rCbe.trrkRrCbe. fnFir * 2Z r58 153 ,a 1lr,!i50 158 s fillitI.lnrr- T trio- r<1,rFy d2t Ord Slo R?liab* ratncdc lar nl$els lJ!htrll!ne ILE rIT.rEXIiiri-rI:1l;II=E!IITTE ns.|r -rrr;I -llrlr I..{;r IFrTr -EIEilEI'IEIrrr:IIiFi1r -IIT''I-;.r;r llrTir;-. - I:ryTrEtr -;t?f@ fr|t7 fYrm FtlUr9 FY lrl.n laraga 0l 02 c3 0.FY lr{.1C[4 t6rsO roitrl[rY t h*r-lt-* L.rt cl :t 61.61 n.i z3r rl.rt 64 9t &3 3t 7!f,IIN o I a73t I ts8t l S.rr t- CIe trtt I llOC 5d !..cli trdd.ll iqrt-ndOrOt r:15 : ..r _ I I r-."'4*l !r,,r Next Quarter Assessments City part{ime staff is conductrng assessments every quarter. Additionally, residents are always welcome to participate. lf you or any member of your staff is interested in participating in the City's Mystery Rider Program, please contact Dr. Leslie Rosenfeld with Organization Development Performance lnitiatives at extension 6923. c: Mark Taxis, Assistant City Manager Susanne M. Toniente, Assistant City Manager Jose R. Gonzalez, Transportation Director Dr. Leslie D. Rosenfeld, Chief Learning and Development Officer AttacnnenvkMT/SMT/'\ o1 0.r ol Oa a Ciq.3.h at aC-|rlibi-L I !;i ii5 1B r:3 ti r5l . r,.1Ltr I t8i 1 !', r8a r6l 15a II::I I EnI-TIIrril I Irt -rI11 r r,-IrI,IIr[I III o o: {g 0{: lf you have any further queslions, please feel free to contact me. I I I + -_I -15 o o Stop Amenities Busffrolley stop in acceptable condition. Signage firm in the ground (not lose or fallen)o No litter around stop, bench or sheller. Visually clear with no signs of graffiti or stickers. No gum, sticky material or stain on stop, bench or sheller. Location free of unpleasant odors. Stop well illuminated at night or located in a visible area Bus Trolley stop had the following features. Bench. Concrete pado Bus shelter. Signage. Trash receptacle Signage provided sufficient information about the bus/trolley routeo Name of the route. Hours of operation. StoP lD number. Map of the route. Website listed (for additional information). Telephone listed (for additional information) Reliability Headway between vehicles (CLT (November 17,2017) and SBT (January 22, 2018))o 0-20 minutes. 21-25 minutes. 26-31 minutes. 32-27 minuteso 38-45 minuteso More than 45 minutes or did not anive Headway between vehicles (NBT, MBT)o 0-15 minutes. 16- 18 minutes. 19-22 minuteso 23-25 minutes. 26-28 minutes. More than 49 minutes or did not anive o Vehicle and Driver App€arance / Vehicle Cleanliness lnterior and Exterior Exterior appearance of the vehicle. Painvcolors looked noticeable/crisp. No dust on body of vehicle. Applicable branding observed. No body defects on vehicleo LED signs (digital destination signs) functional and providing accurate info. Text on vehicle readable Driver's appearance acceptabler Uniformo Name tag or badge. Hair/beard trimmed and neato Shirt tucked in. Odorunnoticeable/acceptable. Closed toe shoes lnterior of vehicle clean conditiono No litter on floor or seats. No dust or deterioration visible on window interiors. No pests observedo No unpleasant odor (trash, urine, defecation). No graffitio Garbage disposal available Customer Servico Greeted with a smile Responded to customer in a courleous manner Assistance provided upon request or not assrstance requested Driver announced major intersections or automated stop announcers functional Bus not left unattended (except to assist disabled passengers) Driver did not argue with passengers Safety . No abrupt stops more than one timeo Waited for passengers to be secured behind yellow line before moving. Obeyed traffic laws. Not eating or drinking while driving. Not using a cell phone while driving. No personal belongings obslructing the visual of roadway or the operation of the vehicle controls o a a o Vehicle Maintenance Acceptable inside temperature Functional seat Functional interior lighting No mechanical issues noticed No visibly loose or broken interior items No visibly loose of broken exterior item o Service Shoo per Programo o o o o o AAIAAAIBEACHo City of Miami Beach Service Shopper Program What are the Service Shopper Program objectives?> To help assess how well the City is serving its customers by evaluating service deliver at interf ace points; Use program results as a tool lor improving customer service to a level that meets the public's needs and expectations.i Heighten customer service awareness and provide training to employees serving as shoppers. What is the Service Shopper Program?. One type of service shopping evaluation method is used to measure and determine service delivery to the public at the point of service.z Evaluation method is telephone/recorded message.i Provide department feedback to assist in identifying weaknesses, developing corrective action, and recognizing City employees who provide exceptional customer service. dw does the Service Shopper Program work?> Assignments are given with general instructions, with shoppers having the flexibility to script their own assignment. Service Shopper coordinator will provide general assignment information, Confidentiality is to be maintained at all times. Participants will adhere to strict confidentiality policies. > Assignments are scheduled in four-hour incrementsi Employees complete a minimum of six telephone shopping assignments per hour including completion and compiling ol all required paperwork. garvlca Shoppar ClWd! Sco..2006 2012 2013 2014 20i5 20r 6 2011 20r8 20't9 Fiscal Year 339 408 402 405 428 429 439 439 429 % ot drpartmcnts scorino bss th.n 3.0 0",6 00r;0%0o:i 0";09;0"16 0",; 'lndex rs for general queslrons. rndex rs larlored lo sco.e speofc customer servrce standards betryeen 1 (nol salrshed) aM 5 (exlremely Satrsfed) Service Shopper Program shopping method overview: i Telephone/Recorded Message Shopping Telephone Shoppers are City employees posing as citizens requesting information/service trom a City operation by telephone. Phone shopping may involve interaction with a live operator or an lnteractive Voice Response (lVR) system. Assignments are given with general instruction, with shoppers given the flexibility to script their conversation in either English or Spanish. Shoppers will o A key component of a broad, citywide initiative dedicated to improving customer service in the City ol Miami Beach Rcs ult3 call a customer interface telephone number multiple times, each time with a different disposition. Structured evaluation lorms are used to record customer service results. lf an unacceptable rating is received, the shopper will re-shop the assignment at a later date. Shoppers will conduct assignments from a non-city location. Telephone shoppers may convert to Recorded Message Shoppers in instances where they are transferred to a mailbox and leave a message. Recorded message shoppers will provide detailed inlormation regarding the message recorded and Service Shopper coordinator will retrieve message/evaluate using established criteria. Assignments will come f rom the Resident Guide, Yellow Pages, and/or MB website. o o O l Valet lndexo o o o o o AAIAAAIBEACHo City of Miami Beach Valet Operator lndex What is the Valet Operator lndex? - lt is valet services Ior City properties including the Fillmore at the Jackie Gleason Theater, Miami Beach Convenlion Center, Lincoln Boad, and other City properties as may be authorized by the City Manager.i The valet operator index measures performance standards aligned to the City's Customer Service Excellence Standards, as well as penalties for not meeting those standards. - The index uses parttime assessors to conduct assessments and objectively rate the valet services What does the Valet Operator lndex evaluate?z The Valet Operalor lndex is an objective measurement of customer service performance ranging lrom 1.0 (not satisfied) to 5.0 (extremely satisfied) and includes assessments of conduct, professionalism, attire, and knowledge. - The results ol the assessments are used to monitor the impacts ol recently implemented initiatives to target areas for future improvements and assure the quality ol services.Z Each valet operator is assessed at varying times ol the day and evening. MIAMI BEACH PARXING VALET OPERATOR INDEX CIIYWIDE SUMMARY FOR VATET Avarata Scora Par Qurrtcr Par Yaar Oudrler Parkrng Valel What are the goals of the index?i The goals of the index are to obtain measurable data on valet services to achieve the following:. Assist in monitoring impacts of recently implemented initiatives to target areas lor future improvements and assure the quality ol services What do Excellence Program assessors do?z Assessors go to different locations to evaluate whether the level ol customer service provided is aligned with the City's Customer Service Excellence Standards.i Assessments can be completed at varying times of the day and week. Who do I call for questions and more information? ) Please contact Organizational Development Performance lnitiatives at 305-673-7710. 20r 9 02 o3 Avg.ol o{ % dranqs rrom prio. Ott t6 drarge trom p.ior FY Ott ,6 cfian96 torn bass ye6, Ot {.53 1.31 1.00 6 252 o , {.50 15a O o O AAIAAAIBEACH o LTC # OFFICE OF THE CITY MANAGER 593-2019 TO: FROM: DATE: SUBJ ECT Mayor Dan Gelber and Members Jimmy L. Morales, City Manager November 1 . 2019 Valet Operator lndex Results for LETTER TO COMMISSION he City mlssron 018/19 Quarter 4 o The purpose of this Letter to Commission is to communicate the results of the newly developed Valet Operator lndex from FY 2018/19 Quarter 4 (July 1, 2019 to September 30, 2019) Key Q4 Metrics: . Valet Average lndex Rating: 4.50 o Number of Experiences less than 4.0 score: 0. Percent of scores not meeting standard: 0% Background At the July 2018 City Commission meeting, the Mayor and City Commission authorized the admrnistration to enter negotiations with Concessionaire for valet services for City properties including the Fillmore at the Jackie Gleason Theater, Miami Beach Convention Center, Lincoln Road, and other City properties as may be authorized by the City Manager. The agreement executed on November 26,2018 includes performance standards aligned to the City's customer service excellence standards, as well as penalties for not meeting those standards. The Valet Operator lndex is an objective measurement of customer service performance ranging from 1.0 (not satisfied) to 5.0 (extremely satisfied) and includes assessments of conduct, professionalism, attire, and knowledge. The results of the assessments are used to monitor the impacts of recently implemented initiatives to target areas for future improvements and assure the quality of services. Each valet operator is assessed at varying times of the day and evening. Any assessment resulting in a score between 1.0 and 3.99 on a 5.0 scale results in a $100 penalty and shall require a memorandum indicating corrective action items taken to remedy the situation. Critical item questions scoring 1.0 will result in an override of the total assessment to a 1.0 o MIAMI BEACH PARKING VALET OPERATOR INDEX CITYWIOE SUMMARY FY 2019 Alg Score fl Eperiences Eperien ces Below 4 ($100 6ne) Va let 4.50 13 0 o or o3 o4 ave. * chan9a from prlorOtr t* l*o lvo cha nga m braa ar Qlt * chr nga tom p.lor FY Ott MIAMI EfACH PARXING VATTTOPERATOR IND€X CITYWIDE SUMMARY fOR VATEI 2019 -6 25% Valet Operator lndex Results FY 2018/19 Quarter 4 Overall, the City Valet Operator lndex in FY 2018119 Quarter 4 was a 4.50 on a 5.0 scale. Scores indicate 07o of assessments scored below the target score of 4.0. Parking staff have reviewed the results of lhe assessments with the contractor for valet. Areas of Focus in FY 2018/19 Quarter 4 Employee had necessary tools- Employees are required to provide water to the customer. ln several instances water was not offered. Next Ouarter Assessments City part-time staff is conducting valet assessments every quarter. Additionally, residents are always welcome to participate. lf you or any member of your staff is interested in participating in the City s Valet Operator lndex, please contact Dr. Leslie Rosenfeld with the Office of Organizational Development Performance lnitiatives at extension 6923. lf you have any further questions, please feel free to contact me ffi",:::[tK o C J Mark Taxis, Assistant City Manager Saul Frances, Parking Director Dr. Leslie Rosenfeld, Chief Learning Development Officer o ttt aa0 o Evalualion Criteria for each assessment are listed below scoring a 1 result in overall score of 1 for experience: Critical items with an asterisk (-) Valet first impression was 1- clean, 2- professional, 3- greeted with a smile, and 4- displayed appropriate behavior. . Service was prompt. Transaction lime was quick and wait time for personal assistance by attendanusecurity was no longer than '10 minutes or schedule for a mutually convenient time. t I was greeted in a courteous manner. . (Valet greeted me with 1- sincere hello, 2- welcoming attitude, and 3- helpful ) Employee responded to customer in a courteous manner following the philosophy that "the customer is nol always right, but always deserves to be treated with respect'. ' Employee provided accurate and understandable solutions/options (in English) to customer request or directed the customer to the appropriate person who may have knowledge in the subject matter. Employee appeared knowledgeable. Employee had access to necessary tools to meet request and provided a receipt. lnformation and material to obtain answers and or services were readily available. I received the service/information required. (All of my questions or the entire service was provided concisely and accurately) Employee had a positive, helpful attitude, was efficient and followed through with request. Employee appeared to go the extra mrle to assist me. The Valet said, "Thank You!" ending the conversation showing that they apprecrated my business (Ex. Have a great day, enjoy your stay, we appreciate your business, we hope to see you soon). Valet was wearing an appropriate clean uniform with name tag and/or lD, consistent with the contract requirements. The overall impression of my visit was positive. Satisfied with timeliness, completeness, and clarity of information and/or services received. Employee demonstrated professionalism and courtesy. o o o o o Sidewalk Caf6 lndexo o o o o o AAIAAAIBEACHo City of Miami Beach Sidewalk Caf6 lndex What is the Sidewalk Caf6 lndex?; lt is an index to assess the dining experiences at approximately 78 establishments along the Mixed-Use Entertainment District (MXE), inclusive of the Commercial District 2 (CD2).; The index will use part{ime assessors to conduct assessments and objectively rate the dining experiences based on customer service, cleanliness/appearance, and hawking. What does the Sidewalk Caf6 lndex evaluate?i The Sidewalk Caf6 lndex rs an objective measurement of dining experiences at approximately 78 establishments in MXE and CD2.'. Each sidewalk caf6 will be assessed at varying times of the day and evening. What are the goals ol the index?i The goals ol the index are to obtain measurable data on dining experiences to achieve the lollowing:. Assist in verifying whether the sidewalk caf6s are providing excellent customer service based ol City of Miami Beach requirements.. Sidewalkcleanliness/appearance.. Hawkingobservations. Who do I call for questions and more information? i Please contact Organizational Development Perlormance lnitiatives at 305-673-7710. o o What do Excellence Program assessors do?i Assessors go to different locations to dine withrn the establishments evaluate customer service, clean lin ess/appeara nce and hawking.i Assessments can be completed at varying times of the day and week. o o o o a Cif of Miorni looch, l7@ Convcntion Canbr Drivc Miomi Boch. tlor;do 33139, ww* miomibeochfl.gov OFFICE OF THE CITY ITANAGER 6to-20t9 LETTER TO COMMTSSTON TO Mayor Dan Gelber and Members o the City mrssron FROM Jimmy L. Morales, City Manager November 13,2019 SIDEWALK CAFE INOEX UPOI DATE SUBJECT The purpose of this Letter to Commission (LTC) is to update the Mayor and City Commission regarding the administration's efforts to launch the sidewalk caf6 index aka secret shopper Program. At its May 1 , 2019 meeting, the Safety, Security and lnftastructures subcommittee of the Mayor's Panel on Ocean Drive recommended the developmenl of a secret shopper program as an investigative tool. Following City Commission refenal on June 5, 2019, at its June 28 meeting, the Finance and Citywide Projects Committee (FCWPC) recommended securing $25,00O in funding in the FY 19/20 budget to implement a pilot program in the MXE district. Upon hearing positive feedback regarding the City's attempts to rein in deceitful business practices by certain sidewalk cafes, on July 31, 2019, the FCWPC approved funding an additional $21,000 to extend the program to Espanola Way and Lincoln Road (attachment A). lnitially, the administration considered employing a secret shopper program that would be entirely outsourced to a professionally accredited company to perform the investigatory function. However, the cost of engaging a private firm is significantly higher than the City hiring qualified individuals to monitor and report, similar to the City's successful performance assessment programs for trolleys, gaftlge security and anendants, and valet operators. Comparabl€ to the City's other performance assessment programs, the sidewalk cafes will be evaluated on several criteria under two categories: Cleanliness/Appearance and Customer Servics (attachment B). Prior to index implementalion, City staff met with community representatives from the commercial districts, including Ceci Velasco of the Ocean Drive Association, Troy Wright of the Washington Avenue BlD, Timothy Schmand of the Lincoln Road BlD, and Josh Robbins of the Espanola Way Association. The proposed index was presented in detail to the hospitality leaders, who provided helpful feedback and were enthusiastically supportive of the City's new initiative. The results of the index will be published quarterly via an LTC. Hospitality leaders will be invited to review the index data at the conclusion of each applicable quarter. O \AIAAAIBEACH O a o o Lettet to Commission - Sidewalk Cal6 hlex Novembr 12, 2019 Page 2 of I City part-time staff will begin @nducting assessments nexl quarter. Additionally, residents are always welcome to participate. lf you or any memb€r of your staff is interested in participating as an Excellence Program assessor, please contact Dr. Leslie Rosenfeld with Organization Development Performance lnithtives at extension 26923. lf you have any further questions, please feel free to contact me. Attachments c:Mark Taxis, Assistant City Manager Susanne Toniente, Assistant City Manager Bo Martinez, Economic Development Director Dr. Leslie Rosenfeld, Chief Leaming and D€velopment Officer Amy M Economic Development Assistant Director o o o o o o Letter lo Commissiorl - S*lewalk Cal6 lndex No!/embt 12. n19 Page 3 of I Restaurant Name ATTACHMENT A SIOEWALK CAFE Address Number Street SF 283 418 o o Senor Frog's 1450 Collins Ave Betsy Ross Hotel 1440 Ocean Orive Purple Penguin Caf6 1418 Ocean Orive 271 LA CERVECERIA DET BARRIO 1412 Ocean Drive 331 Havana 1957 Ocean 1410 Ocean Drive ll Bolognese 1400 Ocean Drive 342 Finnegans Way 1344 Ocean Drive 495 1300 Ocean Drive Carlyle Caf6 1250 Ocean Drive ll Giardino 1235 Ocean Drive 504 SuSar Factory Ocean Drive 679 WILD 'N OUT (Oown & Dirty Tacos)Ocean Drive Palace 1052 E Ocean Orive 235 Margarita Beach Club (La Baguettte)10528 Ocean Drive 450 1024 Ocean Orive 370 2K Clevelander 1020 Ocean Orive 584 Ocean Ten Ocean Orive 753 Havana 1957 (Paparazzi)940 Ocean Orive 663 Voodoo 928 Ocean Drive 294 Mango's Tropical Cafe 900 Ocean Drive 850 850 Ocean Drive 312 572 BICE CUCINA (Cardozo Bar & Grill)599 539 1144 IL4A 291 SOCIAL (Kitchen) 960 Cafe Milano o o o o o Leltor to Commissioa - Sileealk CafA ldex Nwoflt€( 12, m19 Page l al I Restaurant Name Pelican Hotel Address Number Street Ocean Drive SF 826 340 Ocean Drive 333 Ocean Drive 537 7@ Ocean Drive 221Wet Willies Starlite Hotel Ocean Orive 336 Boulevard Restaurant 740 Ocean Orive 342 Ocean Orive 553A Fish Called Avalon 700 Ocean 7 Caf6 6@ Ocean Orive 293 Jalapeno Mexican Grill Ocean orive 737 COLOSSEUM CAFE 510 Ocean Orive 228 500 Ocean Drive 621 The Place Ocean 0rive720 518 The Fritz 524 Ocean Orive 440 Five 6uyr Burgers & Fries Washington Ave 296 Havana 1957 L4/6 Washington Ave 485 Andrix Cafe 1443 Washintton Ave 188 Pizza Rustica 863 Washintton Ave 355 A La Folie 516 Espanola way 775 Ceviche 105 1245 Lincoln Rd 287 Huahua's LLC 1211 Lincoln Rd 281 Doraku Lincoln Road 1104 Lincoln Rd 240 Segafredo/Colony Theater Lincoln Rd 1,813 Balans LC 1022 Lincoln Rd 2,059 o Larios on the Beach 820 News Caf6 8m 750 530 TGI Friday's 1500 1040 o o o o O tarler to Co,nnabstofl - Sillewalk Cal6 ldex l,lowntut 12, ?o19 Pago 5 of I Restaurant Name FinneBans Two Address Number Street Lincoln Rd SF 942 858 Groovy's Pizza 938 Lincoln Rd 69s Books & Books of Lincoln Road lnc 927 Lincoln Rd 1,433 Carmelo Family Kitchen (former TOCAYA)920 Lincoln Rd 835 Meat Market 915 Lincoln Rd I,M3 LA CERVECERIA DEL BARRIO 836 Lincoln Rd 7,426 MONTALCINO (Sibilla)833 Lincoln Rd 1,225 Havana 1957 Lincoln Rd 2,088 Maya's Tapas & Grill 809 Lincoln Rd 7,226 Starbucks 88251 749 l-incoln Rd 319 Spris lnc.737 Lincoln Rd 7,349 TAVERNA 7L9 Lincoln Rd 1,308 Nexxt Cafe 7m Lincoln Rd 7,474 4D Lincoln LLC 670 Lincoln Rd 224 Pizza Rustica 567 Lincoln Rd t,252 HAAGEN DAZS (16 Handles)56s Lincoln Rd 240 KANSAS (El Machos Tacos (former 5u8ar Factory))647 Lincoln Rd t,242 BAROLO (ll Bolognese)626 Lincoln Rd 1,259 Rio Station luice Bar lnc 625 Lincoln Rd 1,084 7 5PlCE5 (Freddo)610 Lincoln Rd r,tzl Cantinetta Restaurant 607 Lincoln Rd Starbucks t13007 60s Lincoln Rd 392 Sushi Samba Dromo 600 1,386 o 1,648 819 Lincoln Rd o o o o o Leller lo Commission - Sidewalk Cal6 hdex November 12, 2019 Paga 6 ol I Restaurant Name Tapelia (fmr. Montadiros) Address umber street Lincoln Rd SF 551 1,28 3 Rosinella (Portofino)525 Lincoln Rd 1,370 Yuca Restaurant 501 Lincoln Rd Shake Shack 1111 Lincoln Rd, Apt 14 351 Nespresso 252 Haagen Oaz 1570 Collins Ave IM SBarro 1658 Collins Ave 70 Rosetta Bakery 1666 Collins Ave 69 THE ALLEY PIZZERIA 1433 Collins Ave Cavalier Hotel 1320 Ocean Drive CHICKEN BRASA 1260 Washintton Ave MIU's TEA 1520 Washintton Ave 57 Hiro's Sushi Express South Beach 1518 Washington Ave Sriracha House Fast Food 1502 Washin8ton Ave 116 1450 Washintton Ave 105 Moshi Mishi (Sushi Yama Japanese)1448 105 Grafa Pizza 77 Juice & Java ll lnc 1346 WashinSton Ave 56 Peppers Burrito Grill Washington Ave MIAMI FRIED CHICKEN 855 washin8ton Ave Bolivar Restaurant 841 Washington Ave 114 lron Sushi 840 Washin8ton Ave 16 La Ventana 7r0 washington Ave 59 o 8s6 1111 Lincoln Rd, Apt 9 42 Sfilatino tLC / DBA Pane & Vino WashinBton Ave 13 57 WashinSton Ave 12 38 o o O Letter lo Conmission - Sidewalk Cal6 ldex Noy€mbar 12, 2019 Pag6 7 ol Io I - II Panizza Eistro 1229 o Lincoln Rd 98 Yogen Fruz 521 Lincoln Rd 132 CALA (Leslie Cafe)7244 Ocean Drive 297 ICON (Prime Time)850 Ocean Drive 381 (antina (Deco Grill)834 Ocean Drive 324 Oliver's Eistro (Columbus Restaurant)736 Ocean Drive 332 Caffe Di Mauro Washington Ave Eaires Grill 1115 Lincoln Rd 394 Rosa Mexicano South Beach 1111 Lincoln Rd 603 Rio Station Grill 2 (former Aura) Restaurant 613 [incoln Rd 929 Lola Restaurant Grill r223 Lincoln Rd 7L2 o Restaurant Name Address Number Street O o o o Lotter ro Corn,7rsgon - Sidewalk Cal6 hlex Nwembt 12. 2019 Page I of 9 ATTACHMENT B SIDEWALK CAFE IIOEX Will use YeVNo for each of the criteria below leading to a score from 1 Extremely well maintained/excellent customer seMce to 6 Poorly maintained/poor customer servics. 5Yes=1smre 4Yes=2score 3yes=3score 2yes=4score '1 yes=5score 0yes=6score Customer Sorvice Menu Wdl-Presented. Menu provided with prices listed adjacgnt to it€m. Specials listed in menu or provided on sepaftrte menu with prices listed adiacent to item with terms & conditions. Automatic sharing fees/chargss on menu in minimum 14 point font or N/A. GratuiVseMc€ charge explained on all menus in minimum 14 point font and same 7o on each menu. Corkage fee or set up fee disclosed on menu or N/A Pull down comment for informational purposes. Specials provided verbally not on a menu o o Cleanliness /Appearanoo Sidewalk Well- Maintained. No sidewalk stains. No gramti or advertisementso No litter on ground. No standing water/organic material. Odor ftee Sidewalk Fumiture Well-Maintained. Table clean, attractive and orderly. Chairs clean, attracbve and orderly. Umbrella clean, attractive and orderly. Fumiture safe - high quality, design, and materials. Signage well maintained and usable Pull down comment for informational purpo*s. Fumiture damaged. Fumiture stained. Fumiture signs of deterioration Sidewalk Usable. No physical or visual barriers around permitted area. No stacking or pilling of chairs and slorage of dishes/silvenrare. No specials board. No advertising and/or special signage (including on tables) signs. No food displays Pull down comment for anformational purposes. Fumiture blocking walkway. Planters on sidewalk. 1 menu board every 50 ft o a O o Lener b Com,rission - *ewalk CafO ldex Novambet 12, m19 Pago I or g Discount listed not adjusted on bill/check Sharing fee not on menu but charged Menu item change requested but price not provided ChecUBill Well-Presented. Electronic or paper bill provided. ltemizedgratuitiedtip. ltemized service charge, corkage fee, set up fee, or sharing fee. ltemized resort tiax and sales tax. Gratuity caldJlated on pre{ax sale amount of food/drinks and service charges (if applicable) Pull down comment for informational purposes. Tipping not clear on menu or wrong tip calculated. Had to request bill This section will be a selection of one observation resulting in the score indicated: Hawking Observation. No hawking experienced or observed (1 score). One instance of hawking observed (2 score) E. Two instances of hawking observed (3 score). Three instances of hawking observed (4 score). Four instances of hawking observed (5 score). Five or more instances of hawking observed (6 score)o Pull down Pull down comment for informational purposes Aggressive hawking - verbal Aggressive hawking - use of menu Aggressive hawking - use of card/coupons Aggressive hawking - following customers Aggressive hawking - blocking ped€strian path Aggressive hawking - hosUhosless on two sides of pedestrian path comment for general informational purposes Live entertainm€nt or speakers Single use plastic beverage or stiners Caf6 fumiture within 5 fe€t of an alley, pedestrian crosswalk or comer curb out Caf6 fumiture within 10 feot of bus benc shelter Plastic bag provided for single use carry out o a o o ) o ! -.t 'tYn-o=m; @i =mz--t ) ) ( ( ( Prioritization Row Proiectso o o o o o lo li,o o I II I I ,o LAKT VIE ORCHARD PARK h ST TROM WAsHING'I ALTON RD & MTRIDIAI ICITY CENTEh -f wvtNGo ffi(ffi '# I -? $, -i(e@l \c6ll ,1,4 l a BETLT I tsI]r'l+ H& I Atd4 / ,IL.T I \O START OT COIISTRUCTION 20]9 START Of CONSTRUCTION 202 ] START OF CONSIRUCTION 2022 START OF COIISTRLJCTION 202.{ r PRIORITIZATION ROW PRO.JECTS NORMANDY SHORES NOR1ll5r-rORE TOWN CENTET NOI'1ANDY ISIT ,rrsEI lsrANDs ra2 ryr' AtirsoN rsiAND It MIDDLE NORTH 8AY ROAD.--.------NAUTItUS I 7t '.: ;... -' - 6TH STRTET EETWTEN ------ trt'rox a rucllo evt )MACARTHUR CAUST\\ o o o CIP Parks and Facilitiesa o o o o o o o o MTI OCIOB'R J 2O]9 PARKS AND CITY FACILITIES Ii J LEGEND r!a]/nico PAtx ,tL\slt PPtAf l PRO]ECIS UNDER CON5TRUClION fUTUTI PRO]€CTS CONVENTON CTNTER ;a:2.-1i, =\ ! tl idlr .Y= t PRO]ECT5 UTTOER PLANNIITG E DESIGN THlJfl fr lt H t(,l ::-:::.-=..:= 12== o o o o o o CIP Active Proiects o o o O o CIP ACTIVE PROJECTS October 2019 Project Name 72 ST, COMMUNITY COI\,4PLEX BAY WALK lOTH TO 12TH STREET. MARINA CONVENTION CENTER CANOPY - PARKING DADE BOULEVARD SHARED USE PATH FIRE STATION #,1 NORTH BEACH YARD PARKING GARAGE AT PARKING LOT P16 SABRINA COHEN FACILITY BAYWALK PEDESTRIAN BRIDGE BISCAYNE BEACH ADDITIONAL PARKING COLLINS PARK PERFORMING ARTS VENUE . ROTONDA FAIRWAY PARK (ARTIFICIAL TURF SOCCER FIELD, DRAINAGE AND PLAYGROUND REPLACEMENT) FIRST STREET IMP ALTON & WASHINGTON FLAMINGO PARK. BASEBALL FIELD FLAMINGO PARK MASTER PLAN LINCOLN ROAD WASHINGTON AV TO LENOX AV MAURICE GIBB PARK NOBE OCEANSIDE PARK BEACHWLK NORMANDY ISLE PARK TURF REPLACEMENT NORTH BEACH OCEANSIDE PARK RENOVATION NORTH SHORE PARK RESTROOMS ADDITION PALM & HIBISCUS LANDSCAPING PAR 3/ BAYSHORE PARK SOUTH POINTE NEIGHBORHOOD IDENTIFICATION SIGNS SUNSET HARBOR PUMP STATION #3 SCREEN SURFACE LOT 90 (P86) - 6976 TNOIAN CREEK 0R SURFACE LOT AT BISCAYNE BEACH WEST AVENUE . PHASE II IMPROVEMENTS NORTH OF 14TH ST WEST AVENUE. PHASE II IMPROVEMENTS SOUTH OF 14TH ST BRITTANY BAY PARK EUCLID AVENUE BETWEEN 17TH STREET & 5TH STREET RUE VENDOME PUBLIC PLAZA 2 WAY CONVERSION 42ND SHERIDAN ST TO PINE ST DRIVE RECONFIGURATION ALTOS DEL MAR PARK BAYSHORE SUNSET ISLANDS 3 & 4. UTILITY UNDERGROUNDING BOTANICAL GARDENS/COLLINS CANAL CORRIDOR COLLINS PARK PARKING GARAGE CONVENTION CENTER - CARL FISHER CONVENTION CENTER PARK FLAMINGO PARK - MASTER PLAN - PHASE I - PI FLAMINGO PARK HANDBALL COURTS RENOVATIONS INDIAN CREEK. STREET DRAINAGE IMP. . PHASE III MIDDLE BEACH RECREATIONAL CORRIDOR PH 3 MIDOLE BEACH RECREATIONAL CORRIDOR PHASE 2 PALM & HIBISCUS ISLANDS ENHANCEMENTS POCKET PARK @ zoth ST & SUNSET ORIVE STORMWATER PUMP STATION AT 1gTH STREET EAST OF MERIDIAN SUNSET ISLANOS 1 & 2 GUAROHOUSE SURFACE LOT 01A - PENRODS AT ONE OCEAN DRIVE TENT (CANOPY) FOR THE NORTH SHORE BANDSHELL VENETIAN ISLANDS BPl3C Project Status 01 Planning 01 Planning 01 Planning 01 Planning 01 Planning 01 Planning 01 Planning 01 Planning 02 Design 02 Design 02 Design 02 Design 02 Design 02 Design 02 Design 02 Design 02 Design 02 Design 02 Design 02 Design 02 Design 02 Design 02 Design 02 Design 02 Design 02 Design 02 Design 02 Design 02 Design 03 Preconstruction 03 Preconstruction 03 Preconslruction 04 Construction 04 Construction 04 Construction 04 Construction 04 Construclion 04 Construction 04 Construction 04 Construction 04 Construction 04 Construction 04 Construction 04 Construction 04 Construction 04 Construction 04 Construction 04 Construction 04 Construction 04 Construction 04 Construction o o o o ) ) o -.1Imv o, !ao moI a/, ) ( ( ( Buildineo o o o o o o o City of lrtiomi Bcoth, 1 700 Convenlion Cenler Drive, Miomi Beoch, florido 331 39, www miomibeochll.gov Prolect Name: Online permitting over 30 permit types and simplification ol exiting permits and permitting reporting. Prolect Summary: Work with Tyler to simplily the existing permitting system and create over 30 online permits in the CSS system to enhance lhe customer experience. Estimated Cost $ 3s,000 Timelines: Currently working with Tyler to prioritize the tasks. 1 week prioritization Projects completion of permits Estimated timeline 3 months. Simplification of existing 3 months over all expected timeline 7 months. o AAIAAAIBEACH o o o o o Cily of ltiomi Beo<h, I 700 Convenlion Cenler Drive, Miomi Beoch, Florido 33I 39, www miomibeochfl gov Project Name: Building Department Renovation of the work space to improve the customer experience and safety. Estimated Cost: $ 70,000 design and project management Timelines: We have just signed the contract and the PO was issued on 10.25.2019 o AAIAAAIBEACH Project Summary: Work with Architect TSAO Design Group to renovate the work space and redesign tor elliciency and safety. Currently working with TSAO we have provided preliminary layouts and ideas as well as a list of all employees and space requiremenls. o o o Citv Managero o o a o o 1\ IAAAIBEACH 2019 City of Miami Beach Resident Survey Please have the adult (age 18 or older) in your household, who most recently had a birthday, complete this -iurvey. lf this person is not able to complete the survey, please have another member of the household complete lre survey to ensure the opinions of your household are represented. Your input is an important part of the City's effort to improve City services. When you are flnished, please return your completed survey in the postage-paid envelope provided. You may also complete the survey online at mbresdenlsurvey.oro. 1 . Satisfaction with City Services. C ity services provided by the City of Miami Beach are listed below. Please rate each service by circling the number that corresponds to your rating. 01 Cleanliness ol streets in your neighborhood 4 3 2 1 I 02 Cleanliness of streets in business/commercial areas 4 3 2 1 I 03 Cleanliness of ca n a ls/wate rwa ys 4 3 1 I 04 Condition of sidewalks (few or no cracks)4 3 2 1 Condition of streets 4 3 2 1 06 Street lighting 4 3 2 ,1 I a7 lvliami Beach trolley system 4 3 ,]I 08 Miami Dade County's bus service 3 2 1 I Appearance and maintenance of the City's public buildings 3 2 1 I Maintenance of parks 4 3 2 1 9 Landscape maintenance of rights of way along City streets/public areas 4 3 ,1 I 12 Overall quality of the beaches 4 3 2 1 a IJ Garbage/trash collection 4 3 2 1 I i4 Availability of recycling in public places 4 3 1 I ls Qualrty of Police services 4 3 1 I 16 Availability of Police in your neighborhood 3 2 1 I 17 Emergency medical services 4 3 2 1 I Fire services 4 3 2 ,1 o 19 Ocean rescue/lifeguard/beach patrol services 4 3 2 1 9 20 City's emergency/hunicane preparedness efforts 4 3 2 1 I 21 Effo(s to address homelessness 4 3 2 1 I Efforts to manage stormwater drainage and flooding 4 3 2 1 I Reliability of potable (drinking) water 4 3 2 ,1 I 24 Reliability of sewer (wastewate0 services 4 3 2 9 25 Quality of parks and recreation programs 4 3 2 1 0 Availability of green space near your home 4 3 2 1 I 21 ouality of customer service 4 3 2 1 I 28 Quality of public engagement efforts 4 3 2 1 9 FarExcellenl Good Poor Don1 Know Which FIVE of the City services listed in Question 1 do you think are most important for the City to provide? [VVrite in your answers below using the numbers from the list in Question 1 .] 1st: 2nd: 3rd: 4th: 5th: o Page'1 2 I 05.I 2 4 09.4 10. 11 2 2 2 4 18. 22. 23 1 26. 2. O20'19 ETC lnstitute 3. Cleanliness of the Citll City services provided by the City of Miami Beach are listed below. Please rate each service by circling the number that corresponds to your rating. 4. Parks and Recreation. Ci ty services provided by the City of Miami Beach are listed below. Please rate each service by circling the number that corresponds to your rating. 5. Areas And Facilities of lnterest for Residents. Please indicate the fre quency of visiting the following areas or facilities in the last 12 months by circling the corresponding number below Which FOUR of the places or facilities listed in Question 5 do you VISIT MOST? [VVite in your answers below using the numbers from the list in Question 5.1 1st: 2nd 3rd: 4th: 6 o o 1 Cleanliness and maintenance of public garages 4 3 2 1 9 2 Cleanliness and maintenance of public restrooms 4 3 2 1 I 3 Cleanliness of the beaches 4 2 1 I 4 Enforcement of mdes related to the clean-up of litter and debris on private property 4 2 1 I Excellent FanGood Poor Don't Know 1 Quality of City recreation programs 4 3 2 1 I 2 Amount of City recreation programs 4 3 2 1 9 3 Quality of City recreational facilities 4 3 1 9 4 Appearance of playgrounds 4 3 2 1 a 5 Appearance of City pools 4 3 2 1 o 6 Condition of City athletic fields 4 3 1 9 7 Amount of dog parks 4 3 2 1 I Poor Don't Know 01 Ocean Drive 5 4 3 2 1 o 02 Linmln Road 5 4 3 2 1 I 03 Washington Avenue (4 3 2 1 I 04 71st Street 5 4 3 2 I 05 41st Street 4 3 2 1 o 06 Collins Avenue (South of 23rd)5 4 3 2 1 I 507Ocean Tenace 4 3 2 1 I 4 3 1 q 09 Sunset Harbour 4 3 2 1 I 10 Coll ins between 7 2nd-l 'lh 5 4 3 2 1 I Alton Road between 6th-17th The Bass Museum of Art 5 5 3I 3 2I 2 1 1 11 12 I 4 4 III 13 Byron Carlyle Theater 5 4 3 2 1 14 4 3 2 1 I The Colony Theater 5 4 3 2 0 to.The Miami Beach Convention Cenler 5 3 2 1 I 17 North Shore Band Shell 4 3 2 1 I Facilities in Miami Beach NeverLess than oflce per month once per month 02019 ETC lnstrtute Page 2 o 3 3 Excellent Good Fair 2 2 How frequently do you visit... Places in Miami Beach ilore lhan once About once per irore than once per r.r€ek week a month 1 08.South of 5th Street 5 2 5 I The Fillmore at the Jackie Gleason Theater '15.1 4 7 Culture. Please rate your agreement with the following statements using a scale of 1 to 5, where 5 means "Strongly Agree" and I means "Strongly Disagree." I l\,luseum exhibits and cultural organizations provide enough diverse art and cultural activities 5 4 3 2 1 2 Cultural activities (such as art shows, Illm festivals, musicals, and live performances) conlribute to the quality of life in Miami Beach 5 4 3 2 1 I 3 Cultural activities (such as movies in the park, music in the park, etc.) are family ,riendly and age appropriate 4 3 2 1 I 4 Miami Beach free or City sponsored art and cultural activities conlribute to the quality of life in Miami Beach 5 4 3 2 1 a Major events (such as boauhome/auto shows, 4th of July celebrations, expositions, food and wine festivals, etc.) contribute to the quality of life in Miami Beach 5 4 3 2 1 I Slrongly Agre€ Strongly Disagree 8. Feelinq of Safety. Please rate how safe you feel in the following areas of Miami Beach using a scale of I to 5, where 5 means "Very Safe" and 1 means "Very Unsafe." ,1 5ln your neighborhood during the day 4 3 2 1 2 ln your neighborhood during the evening/night 5 4 3 2 I 3 ln business/mmmercial areas of the City dunng the evening/night 5 3 2 1 I 4 ln City parks that cunently have Park Rangers during park hours (South Pointe Park, Flamingo Park, Lummus Park, Maurice Gibb Memorial ParUBoat Ramp, North Beach Oceanside Park, North Shore Youth Center) 5 4 3 2 9 E ln entertainment areas 5 4 3 2 1IDuring special events 5 4 3 2 1 7 Riding my bicycle in the City 5 4 3 2 1 I I Crossing an intersection in the City 5 4 2 1 I Somewhal Safe Very Unsafe Don'l KnowVery Sale Safe Overall image of the City 5 4 3 2 1 I 02 Quality of life 5 4 3 2 1 9 03 The City of [,liami Beach as a place to live 5 3 2 1 I 04 Overall quality of City services 5 4 3 2 1 I 05 Leadership provided by the City's elected officials 5 4 3 2 1 I Ub City efforts to plan for growth 5 4 3 1 I 07 City efforts to prepare for the future 5 4 3 2 1 9 08 City efforts to prepare for disasters 5 4 3 2 1 9 09 City efforts to prevent cnme 5 4 3 2 1 I 10 Value you receive for the City taxes you pay 4 3 2 1 q City efforts to be a "green" or sustainable city 5 4 3 2 1 9 12 City efforts to reduce risk from rainfall and sea level rise 5 4 3 2 1 I 13 City regulation ol residential development 4 3 2 1 9 l4 City regulation of commercral development 3 2 1 I Z.t:)Quality of public schools 3 2 1 I Capital improvemenl projects that have recently been completed by the City of Miami Beach 5 4 3 2 1 I very Satisfed Very Dissatisfied Don'l Kno,,vSatisfed Neutral oissatisfed 9. Perceptions of the CiW. Please rate your satisfaction with each of the following using a scale of 1 to 5, where 5 means "Very Satisfied" and 1 means "Very Dissatisfied." 02019 ETC lnstitute Page 3 Don'l Know Agree Neutral Disagree I 5 5 How safe do you feel...Unsafe o 1 4 1 q o How satisfied are you wilh... 01. 4 11. 5 5 4 5 4 '16. 01 I am satisfied with the amount of tree canopy coverage in my neighborhood 5 4 3 2 1 02 I would like to see more trees in my neighborhood 5 4 2 1 I 03 Recycling, yard waste, and other waste diversron programs have reduced the amount of garbage I place in my kash can 5 4 3 2 1 I 04 lam informed about local climate change issues 5 4 3 2 1 9 05 I have observed increased flooding in my neighborhood 5 4 3 2 1 a l'm satisfled with my building(s') flood nsk protections 5 4 3 2 1 I 07 I am satisfied with the City's efforts to reduce pollution from stormwater runoff through filtration systems 5 4 3 2 1 o I have taken steps to make my house more energy efilcient 5 4 3 2 1 I nq I have taken steps to make my house more water efficient 5 4 3 2 1 I '10 My household is prepared with food, water, and other supp es for an emergency, such as a natural disaster 5 4 3 2 1 9 11 I know where to get information during an emergency 5 3 2 1 I ^. SlronolvuEaoree -" utsagreeAgree Neulral Don't Know 10. Sustainabilitv and Resiliencv. Please rate your agreement with the following statements using a scale of 1 to 5, where 5 means "Strongly Agree" and I means "Strongly Disagree." '11. Local Schools. Please rate your satisfaction with each of the following using a scale of 1 to 5, where 5 means "Very Satisfied" and 't means "Very Dissatisfied." 't2.Of the following capital improvement project types, which THREE would you select as the most important? _(1) More walking/biking friendly streets, greenways, and paths _(5) Bridge improvements _(2) Park improvements, for example neighborhood parks _(6) City facility improvements _(3) Water and sewer system improvements _(7) Stormwater and drainage improvements _(4) Roadways pavement improvements _(8) WateMay dredging 13.How supportive are you of the City of Miami Beach spending tax dollars to address sea{evel rise? (1) Very supportive _(3) Neutral _(5) Not at all supportive _(2) Supportive _(4) Not supportive _(9) Don't know 14.How willing would you be to pay more taxes for the City to set aside funding to maintain assets such as buildings, roads, streets, sidewalks and vehicles? _(1) Very willing _(3) Neutral _(5) Not at all willing _(2) Willing _(4) Not willing _(9) Don't know Code Enforcement. Do you think the level of code enforcement in your neighborhood is... _(1) Too much/too restrictive _(2) About right _(3) Too little/not restrictive enough _(9) Don't know 15. o o 1 Teacher recruitmenUretention 5 4 2 I 2 Communication 5 4 3 2 1 9 Parental involvementlfamily supporVyouth and community engagement 5 4 3 2 1 I 4 Health and well-being 4 2 1 I 5 Student Achievement 5 4 2 1 I b Safety 5 4 3 2 1 o 7 Technology 5 3 2 1 o very Dissalisfied Don't KnowSatisfed Neutral oissatisfied 020'19 ETC lnstitute Page 4 o Slrongly Agree o 3 06. 08. 4 How satisfied are you with...very Satisfied 3 1 3 3 3 4 o 16. Transportation and Mctbility. lf you are dissatisfied with MIAMI BEACH TROLLEY, please indicate which factors you are dissatisfied with. [Check all that apply.] _(01) Stop Amenities (bus bench, shelter, signage, trash receptacle, etc.) _(02) Reliability and service frequency _(03) Cleanliness of Trolley vehicles _(04) Cleanliness of Trolley stops _(05) Maintenance of Trolley vehicles -(09) Other: _(10) None; lam satisfied 17.Which of the following is your PRIMARY and SECONDARY mode of transportation for trips within Miami Beach? [VVite "1" for primary mode, and "2" for secondary mode.] _(01) Car/Automobile _(02) Biking _(03) Motorcycle/scooter _(04) Walking _(01) Car/Automobile -(02) Biking -(03) firotorcycle/Scooter _(04) Walking _(05) Public transportation _(06) County-operated transit service _(07) City-operated Trolley service _(08) Ube/LyfURideshare _(05) Public transportation _(06) County-operated transit service _(07) City-operated Trolley service _(08) Ube/LyfuRideshare _(06) Customer Service _(07) Too few Trolley stops _(08) Too many Trolley stops _(09) Carpool (09) Carpool _(10) Other 18.Which ONE of the following is your PRIMARY mode of transportation for cross-causeway trips to the mainland? 3 19. 21. 22. 23. Which of the following types of transportation would you consider most viable as an alternative to using a car for trips within Miami Beach? [Check all that apply.] _(1) Local bus circulators _(3) Express bus to mainland _(5) Light rail/ft,lodern street car _(2) Trolley car _(4) Bicycles _(6) Other Which of the following types of transportation would you consider most viable as an alternative to using a car for cross-causeway trips to the mainland? [Check all that apply.] _(1) Local bus circulators _(3) Express bus to mainland _(5) Light rail/Modern street car (2) Trolley car (4) Bicycles _(6) Other Does anyone in your household regularly ride a bicycle? _(1)Yes _(2) No When crossing the street at an intersection what are you concerned or dissatisfied with? Icheck all that apply.l _(1) Pedestrian safety (vehicles yielding to pedestrians) _(3) Length of wait time to cross _(2) Insufflcient signage/poor signage _(4) lnsufficient crossing time during walk phase Please rate the availability of parking in Miami Beach by using a scale of 'l to 3, where 3 is "too much" and 1 "too little." o 1 Availability of on-street parking 3 2 1 I 3 2Availability of garage parking 1 9 Availability of open lot parking 3 2 1 o Too much Too little Don't Know O2019 ETC lnstitute Page 5 _(10) Other: About right 2. 3. 24. Communication. Which sources do you utilize to obtain information about City government, issues, and events? [Check all that apply.] _(01) MB Magazine _(02) MBTV (City's TV Government channel) _(03) Twitter _(04) Facebook _(05) City Website (www.miamibeachfl .gov) _(06) City e-mail news _(07) Nextdoor App _(12) Via HOA's or other civic groups 24a. Which THREE of the communication channels listed above do you prefer? Mrite-in your answers below using the numbers from the list in Question 24.1 'lst: 2nd. 3rd: 25.Customer Service. During the last 12 months, how many times have you personally contacted (either by phone, in-person, or electronically) the City of Miami Beach government with a question, service request or complaint? _limes lf nore than'0'times, answer Question 25a-b.l 25a. What was the reason for your most recent contact? _(1) Pay a bill _(2) Visit an elected official _(3) Research an issue _(4) Pull a building permiuplan review _(01)Adds to the quality of life _(02) Neither adds nor detracts from your quality of life _(03) Detracts from the quality of life _(04) Expanded shopping options _(05) Crowded reslaurants _(08) Radio (1670 AM) _(09) Forums/Workshops/Meetings _(13) Police Department's social media platforms -(14) Text Messages 5) Social media _(9) Don't know 6) Visit City Hall or a department office _(06) Expanded restaurant options _(07) lncreased cultural opportunities _(08) Traffic mngestion _(09) Don't know o o 5) Attend a program/event 6) File a complaint 7) Other: 8) Don't remember 2sb Please rate your agreement with the following statements using a scale of I to 5, where 5 means "Strongly Agree" and 1 means "Strongly Disagree," based on your most recent interaction with City employees. 26. lf you needed to contact the City, which of the following methods would you likely use first? _(1)Phone _(2) Send e-mail _(3) Contact a mmmissioner 4)Attend a community meeting _(7) Other 27.Additional Questions. Which of the following best describes the way that tourism affects the quality of life for residents? [Check all that apply.] 1 The City of Miami Beach government is open and interested in hearing the concerns or issues of residents 5 4 3 2 1 I 2 It is easy to contact someone al the City who can help you 5 4 1 I 3 City employees are courteous and professional 5 4 3 2 1 9 City employees possess the proper knowledge 5 4 3 2 1 I During my most recent contact with the City, my request was processed in a timely manner 5 3 2 1 9 Agree Neutral oisagreeStrongly Agree Strongly Disagree 02019 ETC lnstitule _(10) Other Page 6 o _(10) City's E-Gov app _('1 1) Other news media: Don't Know 3 2 4. 5 4 o 28.Think for a moment about whether you would recommend the City of Miami Beach to family and friends as a place to live. Would you... _(1)Definitely recommend _(3) Probably not recommend _(9) Don't know _(2) Probably recommend _(4) Definitely not recommend Please call the City Manager's Office at (305)-673-7010 if you would like to participate in focus groups (facilitated discussions about this suNey). Demographics 29.Are you of Hispanic origin? _(1) Yes _(2) No Which of the following best describes your race? [Check all that apply.] _(1)AfricanAmerrcan/Black _(3)Asian/HawaiianiOtherPacificlslander _(2) American Indian/Alaska Native _(4) White ln what type of residence do you live? _(1) Single family home _(3) Multi-family complex 30 _(2) Townhome/Condominium (4) other _(5) Other: _ o 31 32. 33. 34. 35. 37. 38. Do you own or rent your current residence? _(1) Own _(2) Rent Approximately how many years have you lived in the City of Miami Beach? _ years What is your age? _ years What is the combined annual income of all members of your household from all sources before taxes? _(1) Under $35,000 _(3) $75,000 to $99,999 _(5) $150,000 or more -(2) $35,000 to $74,999 -(a) $100,000 to $1a9,999 Do you have children in public school (grades K-'12)? _(1)Yes lAnswer Q36a./ _(2) No 36a. What level of public school does your child/children attend? [Check ail that apply.] _(1)Elementary _(2) Middle school _(3) High school _(9) Don't know On average, how many months per year do you live in Miami Beach? _ months Your gender: _(1)Male _(2) Female This concludes the survey. Thank you for your time! Please return your completed survey in the enclosed postage-paid envelope addressed to ETC lnstitute, 725 W. Frontier Circle, Olathe, KS 66061 36 -ur resoonses wll remarn complelely Itrnno"nor,. ine rnrormaron panreo ro rne ngnr will oNLY b€ used to help identity which areas of lhe Cty are havrng problems wllh Crty servEes. lf your address is not conect, please provide the correcl infomation. Thank you. 02019 ETC lnstitute Page 7 o o o A IAA IBEACH 2019 City of Miami Beach Business Survey Please take a few minutes to complete this important survey. Your input will help the City of Miami Beach serve ,,,;[!e needs of businesses better. When you are finished, please return your completed survey in the postage-paid lvelone provided. You may also complete the survey online al www.MBBusinesssurvev.oro. Thank you! 1. Satisfaction with Citv Services. City services provided by the City of Miami Beach are listed below. Please rate each service by circling the number to the right that corresponds to your rating. Which FIVE of the City services listed above do you think are most important for the City to provide? [VVrite in your answers below using the numbers from the list in Question 1.] 1st: 2nd: 3rd: 4th: 5th: 3 During the past 12 months, how many times has your establishment been inspected? (e.9. for site plans, license, solicitation, signage, sanitation, property maintenance, zoning, noise.) _ times lfyou have not been inspected. skip to Question 4.] 3a How satisfied are you with the consistency and fairness of City inspections? _(1) Very satisfied _(3) Neutral _(5) Very dissatisfied _(2) Satisfied _(4) Dissatislled _(9) Don't know 4. Fire Department. Durin g the past 3 years how many times have you contacted or had any direct experience with the Miami Beach Fire Department? _l;$es lf you have not been inspected. skip to Questlon 5./ 2 o 01 Cleanliness of streets near your business 4 3 2 1 I 02 Cleanliness of canals/waterways 4 3 2 1 I 03 Condition of sidewalks (lew or no cracks)4 3 2 1 I Condition of streets 3 2 1 I Street lighting 4 3 2 1 I 06 l\.4iami Beach trolley system 4 3 1 I 07 Nriami Dade County's bus service 4 3 ,1 I 08 Appearance and maintenance of the City's public buildings 4 3 2 1 o l\.4aintenance of parks 4 3 2 1 q 10 Landscape maintenance in right of way of City streets/public areas 4 3 2 1 9 11 Overall quality of the beaches 4 3 2 1 I 12 Garbage/trash collection 4 3 2 ,1 9 13 Po ce services 4 3 2 1 I Emergency medical services 4 3 2 1 9 15 Fire services 4 3 2 1 I T Ocean rescue/lifeguard/beach patrol services 4 3 1 o n City's emergency/hunicane preparedness efforts 4 3 1 I '18 Efforts to address homelessness 4 3 2 1 I 19 Efforts to manage stormwater drainage and flooding 4 3 2 1 20 Reliability ol potable (drinking) water 4 3 2 1 I 21 Reliability ol sewer (wastewate| services 4 3 2 1 0 22.Ouality of customer service 4 3 2 1 I 23 City efforts to keep busrnesses inlormed 4 3 2 1 Excellenl Good Poor Don't Know 020'19 ETC lnstitute Page 1 Fai 04.4 05. 2 2 09. 14. 2 2 0 0 4a.Please rate your agreement with the following statements using a scale of 1 to 5, where 5 means "Strongly Agree" and I means "Strongly Disagree" based on your experience interacting with the Fire Department over the past THREE years. 1 It was easy to contact someone who muld help you in the Fire Department 5 4 3 2 9 2 The employees who assisted me were courteous and professional 5 4 3 2 1 q 3 Fire Department employees possess the proper knowledge 5 4 1 9 4 The overall experience I had with the City Fire Department was good 5 I 5 The inspections by the Fire Department are consistent from one inspection to the next 5 4 2 1 I 6 The State Fire Code is fair 5 4 2 1 o 7 The professionalism of Fire Department staff conducting State fire code inspections 4 3 2 1 9 The Fire Department is open and interested in heanng the mncerns or issues of businesses 4 3 2 1 I Agree Neutral DisagreeStrongly Agree Strongly Disagree 5 Culture. Please rate your agreement with the following statements using a scale of 'l to 5, where 5 means "Strongly Agree" and 1 means "Strongly Disagree." 1 [,'luseum exhibits and cultural organizations provide enough diverse art and cultural activities 5 4 3 2 1 I 2 Cultural activities (such as art shows, film festivals, musicals, and live performances) contribute to the success of my business 5 4 3 2 1 I Cultural activities (such as movies in the park, music in the park, etc.) are family friendly and age appropriate 5 4 3 2 o ( 4 Miami Beach free or City sponsored a( and cultural activities contribute to the success of my business 5 4 3 1 I 5 Major events (such as boauhomeiauto shows, 4th of July celebrations, expositions, lood and wine festivals, etc.) help my business succeed 5 4 2 1 q Don'l Know Slrongly agree Strongly Disagree 6 Do you think the Miami Beach Convention Center contributes positively to the overall value of doing business in Miami Beach? _(1)Yes _(2) No _(9) Don't know 7. Do you think the level of Miami Beach tourism adds value to the business community? _('1)Yes _(2) No _(9) Don't know 8. Feelinq of Safety. Please rate how safe you and your employees feel in the following areas of Miami Beach using a scale of I to 5, where 5 means "Very Safe" and 1 means "Very Unsafe." Street Liqhtinq. Do you think the amount of street lighting near your business is... _(1)Too much/too bright _(2) About right _(3) Too little/too dark _(9) Don't know O 1 In and around your place of business during the daytime 5 4 3 1 9 2 ln and around your place of business during the evening/night 5 4 3 2 1 I During special events 5 4 3 2 ,1 I How safe do you feel Very Safe Safe Somewhat Safe Very Unsafe oon't Koow (o2019 ETC lnstitute Page 2 Don't Know 1 3 2 4 3 1 3 3 5 8 ( Agree Neutral oisagree 3 1 2 3 9. Unsafe 2 3. I overall image of the City 4 2 1 9 tz Quality of life 4 3 2 1 I Overall quality of City services 5 4 3 2 1 I 04 Leadership provided by the City's elected officials 5 4 3 2 1 I 05 City efforts to plan for growth 5 4 2 1 q 06 City efforts to prepare for the future 4 3 )1 I 07 City efforts to prepare for disasters 5 4 3 2 1 9 08 City efforts to prevent crime 5 4 2 1 I 09 Value you receive for the City taxes your business pays 5 4 3 2 1 a City efiorts to be a "green" or sustainable city 4 3 2 1 I 11 City eflorts to reduce risk from rainfall and sea-level rise 5 4 3 2 1 I 12 City regulation of residential development (4 2 1 I 13 City regulation ol commercial development 4 2 I 14 0uality of public schools 4 3 2 1 I very Satisfed Satisfied Neutral oissatisfed very Dissalisfed o 10. Perceptions of the Citv. Please rate your satisfaction with each of the following using a scale of 1 to 5, where 5 means "Very Satisfied" and'l means "Very Dissatisfied." 11. Sustainability and Resiliency. Please rate your agreement with the following statements using a scale of 1 to 5, where 5 means "Strongly Agree" and I means "Strongly Disagree." 12.What can the City do to improve your business sustainability practices? _(1) Provide an incentive program for the installation of energy efflciency and renewable energy upgrades _(2) Provide financial incentives to assist businesses to build sustainable practices _(3) Provide a procurement platform to assist businesses in purchasing more sustainable products _(4) Provide better information and guidance on sustainability and resiliency practices (5) Remgnize businesses that build sustainability into their operations, including reducing energy consumption _(6) Remgnize businesses that reduce single-use plastics _(7) Other _(9) Don't know How supportive are you of the City of Miami Beach spending tax dollars to address sea-level rise? _(1)Very Supportive (3) Neutral _(5) Not at all Suppo(ive _(2) Supportive (4) Not Supportive _(9) Don't know 1 Sustainability and Resiliency are imporlant to my business 5 4 3 1 a 2 Tree canopy is sufficient adjacent to my business 5 4 3 2 1 o ) I have taken steps to reduce solid waste, including recycling and reducing single-use plastic 5 4 3 2 1 q 4 I am informed about local climate change issues 5 4 3 2 1 o I have observed increased flooding 5 4 3 2 1 I 6 l'm satislied with my building(s) flood risk protections 5 4 3 2 ,1 7 I have taken steps to make my business more energy efficient 5 4 3 q I have laken steps to make my business more water eflicient 5 4 3 2 1 [.4y busrness has a continuity of operations plan in the event of a disaster 5 4 3 2 1 9 Agree Neutral Disagree Don't Know Strongly Agree Strongly Disagree 02019 ETC lnstitute Page 3 (3 Don't KnowHow satisfied are you with... ( 03. 3 5 3 10 5 3 5 3 1 12a. Please, provide your email address if you have ideas on howthe City can help businesses become more sustainable. 2 5 I 2 1 8 o 9 14. 17. How willing would you be to pay more taxes to fund maintenance of assets such as buildings, roads, streets, sidewalks, and vehicles? _(1) Very willing _(2) Willing Neutral Not Willing _(1 ) MB Magazine _(2) MBTV (City's TV Government channel) _(3) Twitter _(4) Facebook _(5) City Website (www.miamibeachfl .gov) _(6) City e-mail news _(7) Nextdoor App _(5) Not at all willing _(9) Don't know _(8) Radio (1670 AM) _(9) Forums/VVorkshops/Meetings _(10) City's E-Gov app _(1 1) Other news media _(12) HOA's or other civic groups _(13) Police Department's social media platforms _(14) Text messages 3 4 15 Code En forcement. D o you think the level of code and ordinance enforcement established by th City of Miami Beach near your business is... _(1)Too much/too restrictive _(3) Too little/not restrictive enough _(2) About right _(9) Don't know 16. Transoortation and Mobili w. ov er the past 12 months, how would you rate the effectiveness of public transit for employee commuting? _(1) Excellent _(2) Good _(3) Fair _(4) Poor _(9) Don't know Which of the following has your business done to provide additional transit options for your employees? ICheck all that apply.] _(1) Provide free or subsidized parking spots _(2) Encourage public transit use _(3) Coordinate carpool(s) 4) Other: 5) None at this time 18.Which ONE of the following best describes the availability of public and private parking for your customers? _(1)There are almost always parking spaces nearby _(4) There are almost never parking spaces nearby _(2) There are often parking spaces nearby _(9) Don't know _(3) There are seldom parking spaces nearby 19.Communication. Which sources do you utilize to obtain information about City governmen issues, and events? [Check all that apply.] "o o 19a. Which THREE of the communication channels listed above do you prefer? [Write in your answers below using the numbers from the list in Question 19.1 1st: 2nd: 3rd: O O2019 ETC lnstitule Page 4 20. Customer Service. ln the last 12 months , how many times have you personally contacted, either by phone, in-person, or electronically, the City of Miami Beach government with a question, service request, or complaint? limes lf nore than "0'times, answer Question 20a-b.lO o 20a. What was the reason for your most recent contact? _(5) Attend a program/event _(6) File a complaint (7) 0ther _(8) Don't remember 20b. Please rate your agreement with the following statements using a scale of 'l to 5, where 5 means "Strongly Agree" and 1 means "Strongly Disagree," based on your most recent interaction with City employees. 21. Additional Questions. What is the primary reason your business originally decided to locate in Miami Beach? 22.Compared to all you know or have heard about operating a business in other cities, how would you rate Miami Beach as a place to run a business? _(1) Better _(2) About the same _(3) Worse _(9) Don't know 23.Compared to previous years, how would you currently rate the City of Miami Beach as a place to do business? _(1) Gotten better _(2) About the same _(3) Gotten worse _(9) Don't know Think for a moment about whether you would recommend the City of Miami Beach to others as a place to run a business. Would you... _(1) Definitely recommend finswer Question 24a.1 _(4) Definitely not recommend _(2) Probably recommend /Answer Question 24a.1 _(9) Don't know _(3) Probably not recommend 24a. Why would you recommend other businesses to open an office in Miami Beach? _(1) Pay a bill _(2) Visit an elected official -(3) Research an issue _(4) Pull a building permiUplan review 24 1 The City of l\.4iami Beach government is open and interested in hearing the concerns or issues of businesses 3 2 1 I 2 It is easy to mntact someone at the City who can help you 4 3 2 I City employees are courteous and professional 5 3 2 1 q Cily employees possess the proper knowledge 5 4 3 2 1 I 5 During my most recent contact with the City, lfound the process to be user-friendly and easy to understand 5 4 3 2 1 0 6 During my most recent contact with the City, the requests made by my business were processed in a timely manner 5 4 3 2 1 I t During my most recent contact with the City, I was satisfied with the experience I had 5 4 3 2 1 q Don't Know Strongly Agree Strongly Disagree 02019 ETC lnstitute Page 5 Agree Neutral oisagree 5 4 5 1 3.4 4. 25.What are the THREE most significant challenges to the future growth and stability of your business? _(01)Cost of leasing or purchasing retail/commercial space _(02) Cost of technology _(03) Employee benefits (e.9. Healthcare) _(04) Finding good employees _(05) Lack of available capital _(1) Access to capital _(2) Access to research and development (e.9. industry and consumer dataitrends) _(3) Financial literacy and planning _(4) Marketing and branding _(5) Operations (e.9. recruitmenvretention; strategic planning; mentoring) _(06) Marketing/Promotron -(07) Transportation _(08) Taxes _(09) Other: _(99) Don't know 26 Which THREE of the following items, if anything, have been a barrier to establishing your business in Miami Beach? (1)Cost ol leasing or purchasing retail/commercial space _(5) Taxes _(2) License application process _(6) Zoning _(3) Parking _(7) Other: _(4) Permitting _(9) Don't know 27.lf you could receive support in an area to help advance your business, which ONE of the items below would you choose? _(6) Social media optimization -(7) Technology and training (8)Other _(9) Don't know Please call the City Manager's Otfice at (305)-673-7010 if you would like to participate in focus groups (facilitated discussions about this survey). o Demo hicsra 29. 30. 28. Are you an owner or manager at your business? -(1) Yes -(2) No (What is your role? 31. How long has your business been in the City of Miami Beach? _ years Approximately how many full-time employees does your business currently have at the location where you received this survey? _ employees Approximately how many part-time employees does your business currently have at the location where you received this survey? _ employees On average, what is the annual gross sales/revenue of your business? $_ per year How many locations do you have inside the City of Miami Beach? _ locatrons 32. 33. o 02019 ETC lnstitute Page 6 34. How many locations do you have outside the City of Miami Beach? _ locations 35. What type of business is your establishment? o _(01)Manufacturing _(02) F in a nce/in su ra n ce _(03) Administrative and support services _(04) Wholesaleridistributor _(05) Retail trade _(06) Accommodalion and food services _(07) Health care/medical/social services _(08) Transportation/warehousing (09) Professional, scientifi c/technical services _(10) Real estate. rentals, and leasing _(11) Olher: This concludes the survey. Thank you for your time! Please return your completed survey in the enclosed return-reply envelope addressed to ETC lnstitute, 725 W. Frontier Circle, Olathe, KS 66061 o o Your response will remain completely conlidentjal. The address inlormation on the sticker lo the righl will ONLY be used lo help idenlify areas with special interesls Thank you. @2019 ETC lnstitute Page 7 o o o o o O Code Compliance o o o o 3o E a.9-^ E5!i=. ,E E o t .9 z -e *H5.E6 E!>; 6=€s -a<oi9 REtsa b3 <a zo Eg96 atEo, a<-tr q e E? U 5E?5=q5>g (56 6o troEr:rEq oC) ?er9 00)EEiE.! i. E(!oED ?,5t,oo o I 0) F0)z-)Lll o)I EqdL"' -(Eoa =t! ;__ _ ::, . (OrN!r: , .r o 899 !I96 . ; ag; H,ii;!l! s E=4E,8$5#H,E:r:I +asEssssssii= go<<oo()ooooooo( E <h 2 EF q6 8= tE EOo ;EE9 H6 eB Edo sq c.9.2-'< 6(r EO oFgz 8goE(/)o a:9iiq 3.i<g E<o is Iio:9 o* 9TE865 !o,-o: q oi o ,2 E,=EA;I! E 6€Pbqe h96Eo () E=!!; FFP9-eEa;.iEE l EE9gE g e ts,9-z oo,(Ec(E --o o .9oo 0) c o uJ 6 >aE 85<E.F;=eI2 3v= Bo I ea En€EEa;3; EP o oE =dp E @E=F- (.) 6o ! E Es:6^i6 h eo s> I9 H5E; E sO .-e Heb<Y(.) (.) x962: iro o36 0-9 .st;e cZ t:t- oB, g P!.9ea Eto' E i* Eg$6E q P c=eeEdE 5P 6 U, ?EE60 E.o6Co-.:uJ .g k,ioo.)too(D=lJPu o, == aJock o€q F B.EE ,.1 vo- 0)ftt-o o =NogES < 9(, 6J = 8p <6 3o o o o o o o CODE COMPLIANCE DEPARTMENT SUMMARY . Director: Hernan D. Cardeno, Esq. o FY 19/20 Budgeted Staff: 56 o Administration: 6 o Enforcement: 43 o Administrative Su pport: 7 Approved Budget FY 20L8lL9 FY 2OL9l20 S6,21s,ooo S6,488,000 RDA s216,000 Resort Tax s432,s00 s46s,000 o The Code Compliance Department enforces 23 Chapters in the Code of Laws and Ordinances encompassing over 2(X) Sections. DEPARTMENT SIGNIFICANT ACCOMPLISHMENTS The Code Compliance Department has conducted over 25,000 investigations since the beginning fiscal year 2OL8/79l. responding to complaints, initiating proactive inspections, and issuing notices of violation throughout the City. During FY 18/19,24 new ordinances or amendments have been adopted that are enforced by the Code Compliance CODE COMPLIANCE INVESTIGATIONS BY FISCAL YEAR lrL t L 555 FY FY FY a/79 6 20 063 687 2a GarbaBe Receplable 3 0ci Deoartment. The Code ComDliance rDepartmenthasincreasedtrainingtoa||:.-'.:.,.j: staff with a focus on customer service and the continuous improvement on the delivery of our services to the City of Miami Beach's residents, businesses, visitors and all other stakeholders. FY 18/19 VIOLATIONS BY TYPE FY 18/19 SANITATION VIOLATIONS BY TYPE I CUP Condrt,c 0n Zonrn8 9% cry cod€ 24%Open Lrd, 185Olhcr 133 lllegal, Dumprng. 1209 4lli llleSal Dispo5al.559 190,( Continued the use of Body-Worn Cameras for all Code Compliance Officers. All Code Compliance Officers are equipped with body worn cameras to assist in evidence gatherinB and documentation. Maintained extended service hours for Code Compliance to address cleanliness concerns; including early morning alley inspections seven days a week resulting in improved Cleanliness lndex scores. Completed full deployment of mobile printers, improving the efficiency and effectiveness of Code Officers in the field. Page 1 of 3 o General Fund 5216,s00 J 0% \ . Achieved the lnternational Organization for Standardization 9001:2015 (1SO9001) certification along with the Environment and Sustainability Department demonstrating each department's ability to consistently provide services that meet customer and regulatory requirements and control of our Department operations. . lmplemented community outreach engagements by active participation in meetings with Homeowner Associations, Washington Avenue Business lmprovement District, Business and Condo Associations, Mayor's Ocean Drive and 4L't Street Task Force to bring awareness to any new or amended codes while shifting strategy from enforcement to problem solving within neighborhoods. o lncreased interactions in North Beach by assigning two code officers to be deployed out of the North Beach Building Department satellite office (see LTC# 522-2019). o Formed the North End Enhancement Team (NEET) to properly address conditions in the North Beach area. o Conduct Roll Call in several different neighborhoods including MXE and North Beach increasing visibility in our neighborhoods (see LTC# 522-2019). . lmplemented a more business-friendly approach increasing the instances of voluntary compliance. o Developed (along with lT) an Enercov database field to capture workload assessments of staff as the Department shifts its service delivery to one of community problem solving and not just one of enforcement/issuing violations. . Aggressively addressed and closed seven businesses that were operating without obtaining a Business Tax Receipt from the City of Miami Beach as required by Article V, section 102-377. o The number of STR investigations has continued to be a top priority for the Code Compliance Department. ln FY18/19 1,260 investigations were completed. Nole: STR Ordinonce Amendment become effeclive 3/19/16 increosing lhe fine to $20.000 lor o ft5t offense. o o 500 500 1.138 i:: - lncreased enforcement on the illegal use of single- family homes working with Building, Fire and Police Departments to revoke certificates of occupancy, disconnecting water and electric utilities and vacating properties. The City of Miami Beach was featured in a nationally televised segment on CNBC and Univision regarding STRs; demonstrating the complexities of dealing with these investigations via first-hand experience conducting nighttime ride-a-longs with staff. Continued with the streamlined process by which the Department receives E-Gov complaints, eliminating the need for clerical staff to first enter F\ t8lL9 SOURCE OF TNSPECTTON Departmenl Referral, Walk-1n,91 710 Phone, r,700 Finance tlagged p"1"rr"1,56 Down,88 t t? Email,3,235 oPatrol, 9.518 Page 2 of 3 SHORT TERM RENTAL INVESTIGATIONS FY 18/19 1.260 nve5trgat ron5 Dispatch, 1,597 E-Gov, 1,483 o E-Gov requests into Enercov to have an officer respond. ln FY18/19 the Department received over 1,400 E-Gov requests. o lncreased transparency in government by televising STR and general Special Master hearings. o Provided staff with court room testimony training to improve the presentation of evidence on beha lf of the City at Special Master hea rings. . Enhanced automated processes by introducing new technology and hardware (e.g. increasing the use of iPads for field reporting). . Code Compliance worked with the community and other departments to provide a multi-disciplinary approach to comprehensively address issues in targeted areas (e.g. lighting that impacts sea turtles, illegaljet ski rentals, illegal alcohol sales, and human trafficking). . Deploy North End team which includes one Code Compliance Administrator and six Code Compliance Officers out of the North Beach Building Department satellite office to provide a greater presence and ongoing execution for core city services. o Finalize the Code Compliance dashboard to continuously monitor Department operations and events. . Continue to zealously address bad business operators and strictly enforce ordinances in the Ocean Drive / Mixed Entertainment District. . Continue to implement ISO 9001, our quality management principles whlch include strong customer focus, the motivation and implication of top management, the process approach and continual improvement. o Revamping the Department's records management while streamlining the case workflow process. This will include changes to the workflow in Enercov along with internal processes. The goal of this is to reduce the processing time for violations issued, including review and approvals by supervisors, the completion of follow- up inspections, and the time to issue and mail out invoices. Currently, there are no metrics to measure this process. The Department is working with the lT Department and Enercov to develop a baseline dataset upon which we can begin to identify opportunities for improvement and measure progress over time. . Continue with community outreach engagements to bring awareness to any new or amended ordinances. DEPARTMENT CHATLENGES o The number of Ordinances and Amendments continues to increase and change frequently which is a challenge in training staff and providing efficient delivery of services. (i.e. Sidewalk Cafes, Plastic bags and straws, Noise, Alcohol Sales) as these Ordinances have had several amendments, exemptions, and grace periods. The Department continues to look for opportunities to improve the efficient delivery of services, whether by the introduction of new technology and/or streamlining of enforcement protocols and strategic deployment of human resources and Department assets. Availability and exchange of information between departments. Examples: Business Tax Receipts, Certificates of Appropriateness, Conditional Use Permits, Building Permits, Sidewalk Caf6 Permits. Reducing the backlog of cases at the Special Master level, which can be exacerbated by continuances and compliance extensions, thus increasing the amount of time before a violation is cured. Stressors such as Zika, hurricanes and other natural occurrences.o Page 3 of 3 DEPARTMENT GOAI.S o o o o Convention Center o o o a o o o City of trtiomi Beoch, I 700 Convention Cenler Drive, Miomi Beoch. Florido 331 39, www.miomibeochfl.gov Project Name: Miami Beach Convention Center Renovation and Expansion Project Project Summary The project consists of the complete renovation and expansion of the 1.4 million square foot, LEED certified facility on a 2s-acre site. The program added a 60,000 sf grand ballroom, 81 meeting rooms with flexible layouts, a 20,000 square foot glass junior rooftop ballroom and several other ballrooms. 800 parking spaces have been relocated to the roof of the building. 12 acres of green space are included in the redesign, as well as the full restoration of the historic Carl Fisher Clubhouse and $7 million in public art curated by the City's Art in Publac Places. See Project Fact Sheet attached Estimated Cost $620 Million Timelines: Construction Commenced in January 2016 and is 99.5% complete o ^^IAAAIBEACH o o o o o City of Miomi Beoch, 1700 Convention Center Drive, Miomi Beoch, Florido 33 I 39, www miomibeochfl gov Project Name: Convention Center Hotel Project Summary ln November 2018, the residents of Miami Beach voted over 60% in favor of a gg-year development and ground lease agreement with the City for construction of an 800-room hotel on a 2.5 acre site adjacent to the Jackie Gleason Theater. The Developer is MB Mixed Use lnvestment, LLC., a partnership between Jackie Soffer, Principal of Turnberry, and David Martin, President of Terra. The Hotel would be connected via a skybridge directly into the 2nd level of the Convention Center. Estimated Cost: $0 cost to the City. $362 million Development Budget Timelines: Construction Commencement in early 2020 and completion by late 2023 o AAIAAAIBEACH o o o o Miami Beach Convention Center Proiect Fact Sheet o The Overall Project Budget is 5620 million. . The project construction Budget, including approved change orders to date, is 5555 million. . The project is within budget and is 99.5% complete. o The building is LEED Silver Certified. o 96% of all of the construction debris has been either diverted or recycled. . Art Basel 2018 will be the 45th event to have taken place during construction of the building which commenced in December of 2015. o The project has employed over 7,000 workers including fulltime, part time, temporary labor and includes daytime and nighttime shifts. o 64% of that labor force is from Miami-Dade County and Miami Beach. The building size has been increased by approximately 263K sq. feet for a total square footage of 1,435,859 sq. feet. The building has a total of 84 meeting rooms with a total area of 187,684 sq. feet. The building has a total of five ballrooms, two on the ground floor, two on the second level, and a rooftop ballroom (to be completed by early next year) on the 3'd level overlooking the futu re Park. A 60,000 sq. foot Grand Ballroom was added as part of the 253K s.f. building addition. To allow the existing asphalt parking lot to be converted into green space, a total of 796 public parking spaces have been created on the roof of the building and will be accessed via two helix structures located on the east and west sides of the building. The project site is 25 acres and includes the following improvements being covered by the Overall Project Budget: o A total of 12 acres of new green spaces including parks, landscaped medians and streetscapes have been converted on the 25 acre site. o Two new public Parks, a 5.8 acre park on the west side (former location of the surface parking lot) and a 2.8 acre park on the north side. o Restoration of the Carl Fisher Clubhouse (oldest public structure in Miami Beach) o Restoration and stabilization of the existing Collins Canal edge. o lnstallation of 1,314 new trees, including 579 Mangrove trees on the canal edge. o lnstallation of 6 public art projects curated through the City's Art in Public Places in collaboration with Miami-Dade County Department of Cultural Affairs (2 inside the building and 4 outside in the public space). o Reconstruction and / or resurfacing of all adjacent roadways: Washington Avenue, Convention Center Drive, 19th Street and 18th Street. a ao o Page 1 of 1 Other Proiect Facts: o o o O Economic Development o o o o o o o City ol Miomi Bcoch, 1700 Convenlion Cenrer D.,ve. Miomr Beoch. Florido 33I39, ww miomibeochll.gov Project Name: Byron Carlyle Request for Proposals for the development of a mixed- use proiect with cultural component (Byron Carlyle Theater). Project Summary: On January 16, 2019, the Mayor and City Commission approved issuance o, the Bequest for Proposals (RFP) No. 2019-100-KB, for the development of a mixed-use project with cultural component (Byron Carlyle Theater). The Administration issued an RFP seeking proposals for the redevelopment of the property (28,000 sf) with the adjacent City-owned surface parking lot P85 on Carlyle Avenue and the option o, adding into the project parking lot P80 on the corner of Byron Avenue and 71st Street. Through the solicitation, the City seeks to retain land ownership and execute a long{erm land lease with a private developer lor the development of a mixed-use building that incorporates a cultural component. RFP responses were due and received on June 28, 2019. The City received proposals in response to the RFP from the following two (2) firms: Menin Hospitality and KGTC, LLC, Pacific Star Capital, LLC (PSC). PSC has proposed a development pursuanl to Option 2, which includes the existing site of the Byron Carlyle Theater, Parking Lot P85 and Parking Lol P80. The development design includes a hotel, cultural center, retail and a restauranvbar. The Byron Carlyle and Parking Lot P85 site includes a 23,220 sl theater/cultural component controlled by the City, 11,430 square feet of ground level commercial (retail and restaurants) and 73,560 square feet of hotel use. The Lot P80 site includes 10,920 square feet of commercial space (retail shops and barlrestaurants). Additionally, PSC has proposed a one{ime ground lease payment of $8,797,088 lor a gg-year term for the primary site (Byron Carlyle Theater and Lot P85) to construct lhe hotel, and PSC has also otfered to purchase Lot P80 for $3,000,000, with the intent to redevelop the surface parking lot as retail. Menin Hospitality and KGTC, LLC have proposed a development pursuanl to Option 2, which includes the existing site of the Byron Carlyle theater, Parking Lot P85 and Parking Lot P80. The development design includes workforce housing, a cultural center, retail and an office building. The Byron Carlyle and P85 lot includes a 10,000 sf cultural center, 120 worklorce housing units and a retail component. The P80 lot includes a s-story otfice building. The proposal indicates that the project would be designed with the objective of meeting LEED Gold, however, this is required under the City Code for whomever is awarded the project. ln lieu of leasing the land, Menin Hospilality and KGTC, LLC have offered cash payment to the City lor the land at a fair market value determined and agreed to by all parties. ln addition, Menin Hospitality and KGTC, LLC have proposed to offer public benefits in the lorm of publicly available worklorce housing managed by the proposer, as well as deeding back the cultural center space to the City. On October.16, the Commission recommended the Administration to enter simultaneous negotiations with Pacilic Star Capital, LLC, as the top ranked proposer, and Menin Hospitality and KGTC, LLC the second ranked proposer; and further providing that the Iinal selection ol the recommended proposer and approval of material terms lor the projecl shall be subject to the prior approval ol the Mayor and City Commission. Estimated Cost: To be determined pending negotiations Timelines: The Administration will bring back the linal selectron of the recommended proposer to Commission in the f irst quarter of 2020. o AAIAAAIBEACH o o O o o City of Miomi Bcoch, 1700 Conveniion Cenrer Drive, Miomi Beoch, Florido 33I39, www miomibeochfl gov Project Name: North Beach Community Redevelopment Area Finding of Necessity and Proposed Formation of a Community Redevelopment Area Project Summary: On July 17, 2019 the City Commission approved a resolution accepting the Finding ot Necessity (FoN) and directing the Administration to transmit the report to Miami-Dade County, initiating the County process for approval ot the North Beach Community Redevelopment Area (CRA). The North Beach neighborhood has lagged the redevelopment, revitalization, and economic growth and investment experienced throughout other parts of the City. There have been numerous efforts by the City to promote growth and change in North Beach, including the North Beach Master Plan, the Ocean Terrace Plan, the West Lots Plan, as well as other citywide planning tools such as the Transportation Master Plan and other initiatives locusing on sustainability, economic development and land development regulation amendments. Economic development is a primary citywide goal adopted by the City Commission, with a particular{ocus on the area north ol 63rd Street, which is generally referred to as North Beach. Within area, there exists a defined geographic area containing many deteriorated commercial buildings, substandard housing units, deterioration oI site or other improvements, and unsanitary and unsafe conditions that pose danger to residents and harm economic vitality. The proposed boundary for the CRA is generally bounded by 87th Terrace to the north, the Atlantic Ocean to the east, 65th Street to the south, and Bue Notre Dame to the west. ln order to reverse the economic decline of the area and to leverage this valuable redevelopment tool, it is necessary to consider establishing a community development agency as a catalyst to redevelopment, all in accordance with Chapter 163, Florida Statutes that states may refer to any one of the following: a slum area; a blighted area; or an area in which there exists a shortage of aflordable housing; or a coastal and tourist area thal is deteriorating and economically distressed due to outdated building density patterns, inadequate transportalion and parking lacilities, faulty lot layout or inadequate slreet layout; or any combination thereof. The FoN and economic survey has identilied the presence of nine ol the lifteen criteria legally to necessary to designate an area as slum and blighted and to proceed formal discussions with the County to create a CRA. Estimated Cost: To be developed through the creation ol a community redevelopment plan. Formation of a CRA allows lor designating a special funding district within the boundaries, where the incremental increase in property taxes are used for specific redevelopment purposes within in the boundary area. Timelines: County TIF Committee Board of County Commissioners Committee(s) Board o, Coung Commissioners Community Redevelopment Plan lnterlocal Agreement Adopt CRA Plan (City and County) lmplement Plan Oct 2019 Nov-Jan 2020 Jan-Mar 2020 Nov 201 9-Apr 2020 Mar-May 2020 Apr-June 2020 July 2020+O AAIAAAIBEACH o o o Environment & SUstainabilityo o o o o o o O City of Atiomi Beoch. I700 Convention Cenrer Drive Miomi Beoch, Florido 33139. www.miomibeochfl.gov Project Summary: ln 2018, the City of Miami Beach created #PlasticFreeMB an educational initiative and voluntary business certification program to celebrate and help businesses that have transitioned away from single-use plastics. Through the program the city works with registered businesses with incorporating sustainability in their operations. The program is completely free of cost and comes with many benefits such as the opportunity to be featured in the city's magazine, webpage, social media, and television programming. Each business is provided with a welcome packet containing samples, a window decal, and info on purchasing environmentally friendly materials. To date, over 125 businesses are registered. The city has also partnered wilh Royal Caribbean and FIU to provide curriculum and reusable utensil kits to every student in Miami Beach. Within the program, there are three desrgnated levels that businesses can achieve. Level 1: Removal of plastics bags or straws. Level 2: Removal of plastics bags, straws, and one more rtem.. Level 3: 100% Plastic Free - removal of all single use plastics. Estimated Cost Timelines 2018- Present o AAIAAAIBEACH Project Name: #PlasticFreeMB www plasticfreemb.com o O o o o Ciry of Miomi Bcoch, I700 Convenrion Cenler Drive, Miomi Beoch, Florido 33I39, www miomibeochll.gov Project Summary The U.S. Army Corps of Engineers (USACE) will begin the current beach renourishment project in late 2019. The project addresses the erosional hotspots in the vicinity of 64th Street, 5srh Street, 47th Street, and 29rh Street. The conlractor, Eastman Aggregate Enterprises, LLC, will be trucking in approximately 305,000 cubic yards of sand from Central Florida. The contractor is planning to work from the north to south of the project area. The city will provide input to USACE and the contractor in an effort to reduce potential conflicts with high impact weekends. This is not a city project and the city cannot guarantee any particular outcomes. The project is estimated to cost $15.9 million and is fully funded by the federal government. Timelines The city has been told that construction will begin in November or early December, but it could be later depending on how long it takes for USACE to receive and approve all the required preconstruction submittals. O AAIAAAIBEACH Project Name: U.S. Army Corps of Engineers Beach Renourishment Project httos://www.sai.usace.armv. mil/Missions/Civil-Works/Shore-Protection/Dade-Countv/ Estimated Cost: o o o o o City of Atiomi Bcoch, 1700 Convenrion Cenrer Drive, Miomi 8eoch, Florido 33 ) 39, www miomibeochfl gov Project Summary The City of Miami Beach launched its new Commemorative Tree Program in December of 2016. The Commemorative Tree Program provides a unique way for residents and vlsitors to commemorate a special event, memory, or loved one. Through this program, participants can donate a tree that will contribute to the enhancement of the City's Urban Forest. Participants have the opportunity of choosing from over 17 Native salt tolerant canopy tree species to South Florida and can be planted throughout the City's many Parks, Open Spaces, and Rights-of-ways. Additionally, participants will be helping the Crty increase the overall canopy coverage, improve species diversity, and provide enhanced environmental benefits including increased energy conservation, storm water filtration, air quality improvemenls, carbon dioxide removal and carbon dioxide sequestration. The City of Miami Beach's Urban Forestry Division will work with applicants to select species and locations that meet the urban forest's needs and fulfill an applicant's donation request. The Urban Forestry Division manages all aspects of the program, including:o Marketing. planting . Managing Database To date we have planted 11 commemorative trees throughout the city. We continue to market the program through different media sources and explore new opportunities to enhance the programs effectiveness. Estimated Cost: Donation Based o AAIAAAIBEACH Project Name: Commemoralive Tree Program Timelines: On-going o o o o o City o, Miomi Bcoch, I 700 Conventron Cenler Drive. Miomi Beoch Florido 33 139 ww miomibeochfl gov o The city has a continuous vegetated dune along the eastern shoreline that protects upland properties from storm surge and reduces the impact of coastal erosion by trapping sand on our beaches. The Environmenl and Sustainability Department leads on-going dune restoration efforts to protect the health and structural integrity ofthe dune in accordance with the city's dune management plan approved by the State of Florida in August 20'16. These efforts include continuous removal non-native, invasive vegetation from the dune system that are replaced with native species. Dune restoration occurs as part ofthe beachwalk projects, as stand-alone projects using $30,000 in annual operating funds, and through volunteer events in partnership with local non-proflts such as the Surfrider Foundation's Miami Chapter. The city restores an average of 15 dune blocks per year and holds 5-10 volunteer dune restoration events per year. This Fiscal Year, the Environment and Sustainability Department obtained $75,000 to retain a coastal engineering firm that will conduct a coastal protection and restoration study. The lirm will be charged with looking at the dune's current configuration and recommending strategies that can be used to improve its ability to reduce risk from storm surge and erosion to beach and beachfront property. The study will dictate what future restoration is needed, as well as future restoration costs. Estimated Cost Varies Timelines On-going AAIAAAIBEACH Project Name: Dune Restoration Program Project Summary: o o O o Ciry of ,ltiomi Bcoch, I700 Convention Center Dnve, Miomi Beoch, Florido 33 I 39, www.miomibeoch{l gov O Project Name: Environmental Compliance Programs Project Summary The city has a responsibility to protecl our environment from the potential impacts of activities throughout our community. As such, as part of a larger concerted effort that includes education and oulreach, operations and maintenance, and environmental monitoring, the Environment and Sustainability Department leads in-house programs that are focused on improving environmental compliance citywide through proactive inspections. ln 2016, the city identified food service establishments that generate grease and construction sites that generate sediment as its two largest pollution sources. As such, the city created a grease inspection program and an environmental inspection program to improve compliance of these facilitres. Grease lnspection Proqram There are more than 500 food service establishments in Miami Beach that are regulated by Miami-Dade County through the grease discharge operating permit program. However, the County's program has only four grease inspectors to monitor food service establishments throughout the County. Due to the high volume and density of food service establishments in Miami Beach, the city experiences a high cost and impact to sanitary sewer infrastructure when these establishments are non-compliant. ln 2018, the city incurred more than $50,000 in costs from cleaning up grease blockages within our sanilary sewer system and experienced 41 Sanitary Sewer Overflows (SSOs) that discharged raw sewage. The grease discharge program is comprised of one grease inspector under the Building Department tasked with proactively inspecting all food service establishments registered with the city to ensure they obtain an annual grease discharge operating permit and that they comply with the provisions of that permit. The inspector is also responsible for investigating grease-caused SSOS and reviewing grease trap plans to ensure they are properly sized according lo the restaurant's capacity and other operational factors. Environmental lnspection Prooram The environmental inspection program is comprised of one inspector under the Environment and Sustainability Department tasked with proactively inspecting all active public and private construction sites primarily for sediment and erosion control compliance. The inspector begins by reviewang all projects submitted through the Building Department permil process to ensure all projects include sediment and erosion control specifications, as well as obtain all applicable environmental permits before they are approved by the city. Between December 2017 and December 2018, nearly 500 permits received environmental review. ProJects are then reviewed in the field when they go into construction through a proactive inspection program that includes follow-through to compliance. Each year, the environmental inspector conducts more than 200 inspections. Estimated Cost NA Tamelines NA o AAIAAAIBEACH O O o )I\\a o # - Cifvwide slrow/stirrer bon Ordinonce 2Ol9-4295 Extends the single-use ploslic slrows/slirrers bon citywide lo food service providers ond retoil stores. This is in oddition lo on exisiing bon from beoches, city properlies, including morinos, porks, piers, docks, bool romps, speciol events, ond sidewolk cofes. Allernotives musi be mode of noturol or reusoble moteriols such os bomboo, wood, metol, omong olhers. Corn bosed plostics ond other biodegrodoble plostics ore not ollowed! t @D@ o We invite you 1o become o port of #PloslicFreeMB ond reduce single-use plostics within your business. Through lhis progrom, lhe city works wilh regislered businesses on moving owoy from single-use ploslics ond incorporoling sustoino bility in fheir operolions. t t I I Leorn more: www.plosticfreemb.com t t-Eii.ri.L!----' 3--^! - _ -t f ET-/ Did you know... Over eight million melric tons ol plostic ore Iound in our ocoons every yeor, impocting ine wildlih, ond lourism, ond cosling ol leosf $8 billion in domoge to morine ecosyslems. The remoins ond broken- down porticles of these types of plostic con be ingested by wildlih such os shore birds, seo turtles, ond fish. o n r I 2019 - '( 3l.2Ol9 r. 2020 . 30.2020 2020 E Need help lo(otrng olternotives? I st Violotion: S5O 2nd Violotion: 5I OO 3rd Violotion: S5OO uo 'lp ( o o o o This ordinonce requires IEED Gold certificorion or tiving Buildrng Chollenge cerlificolion {or new construclion over 7,0OO rquore leet or ground floor odditions to exisling structure! lhol encomposs over 10,000 squore feet ol odditionol floor oreo- Thir ordincncc bok cffccr m April l, 2Oi6. Poymcnt of o Susloinobiliry t€r Frior b obbining o Temporory Cedilicoie ol Occuponcy, Cedilicote o{ Occuponcy, or Cenificob ol Compleion lunlesr the cedilicotion i3 ochievod prior to fiese slepsl. l[ $ol! i3 o loilure to obbin lh6 LEED Gold cenifkotion, th. h. is not rofunded or will be only porthlly mlundcd occording b fie lev6l of cerliffcotion ochicved bclow GoU. Ifa ofplhonl hos up lo lwo yeors from obtoining o Cediffcots of Occuponcy or Certificote ol Conpbion b requcrt o full or portiol refund o{ bood or poyment of the fue, depending on the lG,.l ol 9,6rr building cedilicotion ochicved. Iii. fcc i! r.t ot 5% of th. conltruction voluofion. o Foilure lo obloin certilicollon EED Ceailied LEED Silver Ceailied 0% refund ot bond or poymont ol Sustoinobility Fe€ 00"2. relund of bond or poymenr o{ Sustoinobiliry tee 00'2" refund of bond or poymenr of Su5to nobility IEED Gold C.rliticd o. lnlornofionol [iving Fuiurc lntlitut6 P.bl3 or N.r Zero Em.gy Ced;fied LEID Plotinum Ccrtilicd or lntsmolionol Living tuluro lnstitui! Living Building Choll6ng. Cediti.d The revenue generobd through lhe Sustoinobility tee Progrom will be deposiled in o Susloioobilily ond Resiliency Fund- These revenues will b* ulilized lo provide public improvemenh, such os: . Environmenbl reslorolion, remediotion ond moniloring proiects; . Green inlroslruclure; . Enhonced storm woler quoliry ond quonlily improvemenls;. Sustoinobility plohning efforb (" t, - a , ,Z II I I IIIIITIIrTTI t Ia o @@*p LIVING BUILDING CHALLENGE USGB(/U'D: ,,, , LiYing Auiking Chollcng.: Cir, ol l iom, !.o(h: ,.F ; t.. GREEN BUILDING ORDINANCE Thi: ordinonce rholl ngl opply b devalopmenis fiol hov6 on opprovod ordor (hom fie Plonning Boord, Boord ol Adiu3tment, Delign Revi"w Boord or Hiiloric Preservolion Boord), hove sr:bmired o complec opplicotion for heoring or hove been issued o building permit process numbor prbr fo Ap"il l, 2016. WHAT I WHEN? mto t{ow DOCS TTwolr? CERIIFICAIION COiIPTIANCE SCHEDUTE SUSTAINAAIL|TY fTT RtIMEURStI tNT IO PAf,TICIPANT fOI MTrII G CTRIAIN GIITN BL'II.DING CTRIIfICATION LIVT!5 66% refund ol bond or poymenl o{ Su.loinobilily F6e 50% retund ol bond or poymenr of Susloinobil y Fee Design, build, ond operole o new generolion of 6flicienl, environmentolt responsible, heolthy ond resilient buildings, os well os to reduce the cily 3 greenhous€ gos (GHG) emissions by: . lncreosing energ). eff;ciency in buildings;. Encouroging woler ond resource conservotion;. 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Aliernolives musl be mode of noiurol or reusoble moleriols such os bomboo, wood, melol, omong others. Corn bosed ploslics ond other biodegrodoble plostics ore nol ollowed! Prohibits ihe use/d islribuiion o{ single-use corry out ploslic bogs on the right of woy ond lo sidewolk cof6 potrons. We encouroge opling {or susto ino ble ohernolives including poper, cotton, ond linen. Auq 6 O(-t 3 20r8' 201 8 +Nov I 201 8 . Jon 3l 2O l9 t Feh I 2Ol9 The Cily of Miomi Beoch hos portnered wilh Debris Free Oceons (DFO) to help businesses moke informed decisions. DFO hos developed o lisl o{ plostic ohernolives, locol vendors, ond discou nts. Did you know... Over eight million metric tons of ploslic ore found in our oceons every yeor, impocling our morine wildlifu. fisheries, ond tourism, ond costing of leosf $8 bil in domoge lo morine ecosyslems. The remoins ond brokan- down porticles ol these lypes of plostic con be ineesled by wildlifu such os shore birds, seo tudles, ond fish.I C)rdinoncc 20r8-4208 Ordinoncc 20r8-a205 E ldrglio.r I()rlr,loch Wttlttrffomngr Need help locoting olternotives? www. mbrisi ngobove.com/plosticf reemb rmlrw.debrisf reeoceo ns.org !F flS-<r,'i:"L -r'lr"a |LlF! I 4-:ft-'4,I E uo O o O O We invile you to become o port o{ #PlosiicFreeMB ond reduce single-use plostics wilhin your business. Whether you're o reslouronl, reloil store, music venue or colerer; we con oll do our porl in protecting lhe environment we love. After oll, Miomi Beoch could not be o tropicol porodise wiihoul ils noturol beouty! a,F +e1 ^ rr,6tRt" www. p Iosticfreem b. co m Register Todoy Single-use plostic items for the #PloslicFreeMB certificotion progrom: Utensils Slirrers Strows Toke out Coffee Cups Lids Bogs Level Requirements: This level opplies lo businesses tho't hove removed plostic slrows or ploslic bogs. 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(-.:-c rlc .!+ o.oo foC- > -{-i0)L, C) OO D-= EHC:)nrOj o.>>o 6c2u'- =2otulr1OYEO) E9.goU> CCf --\ Eotroo= oc)N- Oc) ogo -,^ c"i i I I t I 0l ld t t ilI .t t I ry -ta ) f I o o - I o ! i I --t { I f, co G =s(J e) o- tn CoJ l-of,(o = 1- (nol- LL o o o trooc)o n,j e# Irrla; ? *d'!E (! co oc IL co o o q 'li;I i:t :i 3! .! i3 ri:'t o2 ir d ti oz ttt.: I r:-Z1: It22t;GD t ln 1no(Jol-o- oo It' !*5 a-(n a-(Joo 15: @ b,t @ C a- -:zro Co o2 q t i a o 9 IH rll 'r I tnoo o)tr'i 3o c ,aco o.o o UIoo..2o o tro of o llr >9 E*Utrtrooo. Ep o o o o eE:eE ui5 o a o o trC> o'Ee€ s-Ei o o o - >fio= F rEE a o o 9'E =.EOU 8= IE.COur .= o o VIco oo ovtoo .9o <n o -t-f = o o t/1 o =Co Oot- o C)oo (h o = = o O ;o E _c <r) \r't o lo o C)o El o_ l-o o 3 o o E o tJl o 3 Cot-o 'lo ol-o ol-o -CF o o o COMMEMORATIVE TREE PROGRAM Cprcrrs oPTroNs o Grows on sofuroted soil The bo* produces roond, wood proicctions i[ it's exposed to too o kt of fooding Producas recd cones Nomed "bold" becoure il i5 $e only kind of cyprsss fiol loses ils leoves during ihe winlertime l,toderobt soh iol€ronl On on onnuol bosis, o Bold Cypress with on overoge diomeler o[ l2' will:. Reduce CO2 in the otrnosphere by 168 lbs o lntercept 1,403 gollons o{ urbon slormwoter runofi r Conserve 66 lilowolt hours o[ olectricily A modsrobly-lized ree with bright, lrogront flowers The oronge Geiger is the most well*nown ond ho! eyecotching oronge flowers. Nomed oftor o Koy Wbst pibt ond fiend of.lohn Jomes Audubon Highv soh toleronl h bboms yeor<oond, peoling duringspring ond summer months. On on onnuol bosir, o Geiger Tre€ wi$ on overoge diometor ol 12" will:. Reduce CO2 in the otmosphere by 150 lbs o lntercept 9O8 golbns o[ urbon slormwoler runoff o Conserve 49 lilowon hou.! o[ ebricity A lorg6 ko6 with o medium to lorge conopy Known os the "burisl kee" becouse o{ the red, peeling bort thot resambles o tourisl'3 sunburn ll is considered b be hurricone resislonl The tree's resin, colled chibou, cochibou, or gormotis, is used in glue, ond vornish. The wood wos once used lor fie monulocture o[ coror.rsel horses in the US Highly solt toleront On on onnuol bosis, o Gumbo Limbo w;th on overoge diomeler of l2' will: o Reduce COZ in fie otmosphere by 311 lbs. lntercepl 1,853 gollons ol urbon slormwoler runoff. Conserve I 12 lilowott hours of electricity A medium sized ree or lorge shrub with orectod/oscended bronches. Xnown to be the "fourth mongrove" due b it5 prevolence in mongrove oreos The wood wos once used 03 cobineb, tirewood, ond chorcool One o[ tho most importonl trees in South florido for epiphytes, ond provides lood ond cover for wildlih The necl,or oltrocts 6e omethyst hoirstreol ond other butrrflies Highly soh ioleront Q;;;;1;;;ryis, o Ereen Buttonwood win on overose . Reduce CO2 in the otmosphere by 311 lbs r lntercept I ,853 gollons o[ urbon slormwoler runof{. Cons€rve i )2 kilowott hours o{ electricity -rGEIGER TREE - Cordio sebesleno a I I I I5 I I I ll L a,a f,i-. ,1;,1 '- a*ZL'-) -aF-a*3t lq tNt r .-l 7\ T I -l*r ''.. a>/ BAID CYPRESS - Toxodium distichum GUiIBO UXfBO - Bursero simorubo :\ I s GREEN BUTIOIflVOOD - Cornocorpus erectus - -c. (.,, t r TREE COMMEMORATIVE PROGRAM SPECIES OPTIONS o Smoll tree or shrub with leothery leoves thot hove noEhed tips ll commonty hos on ovol shope or kiongulor shope lls sweel smelling flowerr slort off white ond then turn purple The huits ore long, beonJile pods Highly soh toleront On on onnuol bosis, o Jomoico Coper wifi on overoge diometor of 6" will:. Reduce COZ in the otmosphere by 95 lbs. lnl.rcepl 437 gollons of urbon shcrmwolor runoff o Conrerve 24 lilovrott hor,,rs of electricity Moderobt fod growing tree $ot con bo oround 3G40 feet The wood wos the choice used for furniture by royolty in Englond ond Froncs in lhe l Sth ond l9th centuries Greol for shode, but ollows enotrgh light through b leep gross fourish beneo*r the tree Produces hollow fruit thol resemble morocos Moderole to low solt toleron<e On on onnuol bosis, o Mohogony Tree with on overoge diomelor of 12" willr r Reduce CO2 in the omosphere by 3l I lbs. lntercepl I ,853 golbos o[ urbon rlo(mwoler runolf. Conserve I l2 lilowott hours of elechicity Short hee wih vib,onl blue or purple fowers Highly solt bleronl Lignum Viioe wood is ro d€nso fiol o l' piece con weigh up b 80 lbs ll wos ooce the top choice b( morine conshucfion Alrc lnown os the wood of lile Oo on onnuol bosis, o lignum Viloo lree wilh on overoge diomeier of 12" will: o Reduce CO2 in the olmosphere by I l0 lbs o lnterced 738 golloa3 of urbon slormwoler ruhoff . Conserve d I lilo,vott hours electricity A fo$ growing h6s Aot reoches heights over 40 feet ond mokes for greot shode The leoves peo! rod ond oronge, resembling flornes Hos insect resislonl wood thot hos been usad in biofuels, cosrnetics ond lor medicinol purposes Hos o moderole b high iolGronce to soh On on onnvol bosis, o Porodiie Troe wi$ on overoge diofir€ter o[ I 2" will: r Reduce CO2 in fie otmorphere by l8l lbs. lnlercept 1,317 gollons ol urbon slo.mwoler runoff. Conserve 66 kilowott hours of electlcity o H ,l IJ ,YIAHOGANY IREE - Swielenio mocrophyllo itr l,{ lt n F IE I \i.q i- ::-. ,l ,Fl'4*rn Iii o \ 6 I IL ! ! ,ai, a t/:,7 a l,I .'t ,t \,1 C 1 JAXIAICA CAPER - Copporis cyonophollophoro tlcNurvl VITAE - Guoiocum sonctum *.,n\ts"'.! ..'.i 'l <]t I . .(- : \4i.. nt, PARADEE fREE - Simoroubo glouco I i. ..., I,II TREE COMMEMORATIVE PROGRAM Cprcrrs oPTroNs o On on onnuol bosis, o Pigeon Plum wifi on overoge diomeler o[ Closc relotiw of the :eogrope Tha Pigeon Plum's dense conopy is voluoble b bnds fr, nesling Highly soh toleront As o young hee, it is shoped like o pyromid lf rmoll, purple fruit wo5 eobn by 6e Mic€osukee lndions 12' will: o Reduce CO2 in the otmosphere by I l0lbs. lntercepl 738 gollons o[ urbon slormwotor runoff. Conserve a I lilowott hours of 6le€ticity A lorge tree with o shorter, compocl conopy Usuolly grow in wel soils ond low oreos Chongos color from green b o bright red during cooler seosonr More isolobd compored to he bold cypresJ Moderotely soh bleronl Tle leoves resemble teordrops or poddles. ond it blooms hrht pink floners during the summertime. Produ.e5 lighl gr€€n Fuit 6ot is poisonous b humon3. The fruit turns block when ripe ond ih bright red flesh omoas bnds ond other wildlife- The Uock mobriols surroonding the seeds were once used lo coull seomr of boots I is known os fie "outogroph" tree becouse its fleshy leoves show morks when o fingornoil presses it Highly soh toloront On on onnuol bosis, o Pilch Appl6 with on overoge diometer oI I 2' will: o Reduce CO2 in tho otmosphore by l8l lbs . lntercept 1,317 gollons o[ urbon slormwoter runofl. Consorve 66 lilowott hours o[ elechicity Madiunrsized tree with n^,,o-lon6d leov6; th€ bps ore o deep green ond the bottoms ore o copper color lrioderotely :olt toloronl The Stole of Florido lisb 6e Sotin [eo[ os on endongered species in fie wild The fruil of fie Sotin teol resemblas on olive ll othocts migrolory birdsOn on onnuo bosrs. o Pond Cypress wrih on overoge diometer of r 2 w,tla : H;"".::;, I ;T:I'":,':,ff"";"li'-.::,,"", - . Co.se,'" o6 irJ*ot hou s ot e,ec c,rt ..1 ABC t E ] , 7'l ,t,I - N PIGEON Pturvl - Coccolobo diversifolio PIICH APPIE - Clusio Roseo On on onnuol bosis, o Sotin [eo{ with on overoge diometor of 12" will: o Reduce CO2 in the otmosphere by 181 lbs. lnlercopl 1,317 gollonr ol urbon stormwoler runofl. Conserve 66 kilorott hours o{ elechicity ( i POND oscendensToxodiumCYPRESS SAilN I^EAF - Chrysophyllun oliviforme I f :- . --li'---: \ ,. TREE COMMEMORATIVE PROGRAM SPECIES OPTIONS Muhi-trunked tree with booutiful iilver folioge It whib fowerr ore inconspicuou! ond ib huit is purple$rown Highly soh uleront It is o lough r€e ond survives ir horsh urbon conditioas Ofbn misblen lor o mongrove On on onnuol bosis, o Silver Bultonwood wifi on overoge diomel,er of l2' will:. Reduce CO2 in fie otmosphere by 266 lbs. lnlercspl 584 gollons of urbon slormwoler runofl. Consorve 35 kilowolt hours of eleoricity Smoll tree with dense leofy crom While o member of $e etrcotyptus fornily, ih crushed looves con :mell cikury or lilo nulmeg Highly soh toloronl Th€ exblioting borL sh6ds o lon{roy oirtor loyer hc cxpor. o roddish brown inner bort The floweB olhoct diffsrenl lypos of buldie! On on onnuol bosis, o Simprcn Slopper wifi on overoge diomoler of l2' will: o Reduce CO2 in the otmorphere by I l0 lbs. Intercept 238 golbns o[ urbon slormwoler runoff. Con!€rve 4I lilowofl hours of el€ctricity Troe with medir.rm conopy ond bright yellow flowerg Highly soh toleront FhridGhiendt hee *ol wo3 firrt introduc€d b $e Uniiod S|oles by Dr. Dovid Foirchild Eoch distincdy shoped yellow blossom hos five spoonlil. peiols. The flowers ore very duroble ond con even be used os flootoble decorotion- On on onnuol bosis, o Verowood with on overorge diometer of l2 wi :. Reduce CO2 in the otmosphere by I 8l lbs. lnlercepl I ,3l7 gollons of urbon slormwoler runofi o Conserve 66 lilowon hours o[ elecnicity o O Hordy hee wi$ leothory, ovol leoves. Produces cluslsa of smoll, while flowers oll ,oor, peoking in $e summef Hight toleronl of soh wind The huit is o smoll berry, which lurns hom oronge to dorl brown As its old borl flolss ofl, new ond smooth oronge bor* is reveoled On on onnuol bosis, o Sponish Stopper wi$ on ovsroge diomeler of 12" will: o Reduce CO2 in the otrnosphere by I l0lbs. lntercopl T3S gollons ol urbon slormwoter runoll. Consorve trl kilowon holrs of el€clricity I |-. o t I ,l :f.7 SIwER BurroNwoog - Conoco.rPus erectus vor- Senceus SlilPlSON STOPPER - Myrcionthes frogrons t ,* I VERAWOOD - Bulnesio orboreoSPANISH SIOPPER - Eugenio foetido t *$lI I.t II V \ ;t..t,t TREE COMMEMORATIVE dROGRAM PECIES OPTIONS t A medivm to lorge tree with o wide, flot crown composod of bronches ond leoves ll produces puffSoll fowers ond brown pod legumes Wcs once used os o cofiee lubstiful,a, o dye, ond wos olso believed to relieve fsvers ond bock poin Nome meons "dri€&ote' in hindi Hight toloront to oerosol solt On on onnuol bosrs o WLld Tomorind wrfi on overoge drometer oi 12" wrll ^ . ledrce CO? . 'he or-ospre,e by 3I lbs I . a.erceor I b)J aorrols or urbo. r,or-wore..vao-!7 . . onse.le I z l,owa, ',oJrs or erec- (rry o .;.# WltD IAMARIND - l1,si/onro lotisili<1uc,ot BEA( N1 ABOVE o o o G.O. Bond Proiect Summ arv (Attachment E)o o o o o o o o o Housing & Communitv Services o o o o o City of iliomi Bcoch, I 700 Convenlion Cenier Drive, Miomi Beoch, Florido 33I 39, www miomibeochfl.gov Project Summary: The City provides a variety o, services in its eilort to reduce homelessness including: streel outreach, shelter placement, relocation services (to contiguous 48 states with conf irmation that someone can provide help), idenlification document replacement, rent assistance, short-term employment (32-hours), and ACCESS Florida services, among others. Our goal is to engage a person to accept services, provide shelter and care coordination to guide the person towards independence, and to help them transition to permanent, sustainable housing. Estimated Cost: $1 ,915,000 Timelines: Our efforts are ongoing. Below are key data sets lor the past 4 years: Point in Time Cenius 155 133 t24 153 Total Homeless Citywide Av?rate Daily Homeless 1,998 1,57r t,377 1,480 115.51 90.82 87.05 97.27 , Homeless Served Shelter Placements Tof Rclocations Averate Daily Homeless Census 1,370 1,455 1,202 7,247 676 570 547 442 88 118 722 206 FY rsl16 t:tt tTht FY rsl16 Ft t7118 | FY rl/19 115.51 90.82 87.05 97 .27o AAIAAAIBEACH Project Name: Homeless Services tY t6lt7 FY 1rlr9 x t6lt7 o o o Human Resourceso o o o o o o o City of Miomi Beqch, 1700 Convenlion Cenler Drive, Miomi Beoch, Florido 33 I 39, yryw. miom ibeochll.qov The Human Resources Department consists of twenty-eight (28) employees and three (3) onsite representatives from outside vendors for workers compensation, wellness and group insurance. Department Mission Statement We are commitled lo lreating each person as a rldlued L^ustomer while tontributing positivel)- to a(hieye the oterall goals of the Cin tf Miami Beach through comprehensive programnring that tlisplats a thorough understonding of all aspects of ,he human resources profession, including prouctive iny\tlrement in areas of legal compliance, arul service that displats genuine int?rest in the lives of others. Compensation- Provides ongoing cyclic reviews of citywide positions and classifications to ensure fair and equitable market compensation for employees. Process all payroll related items. Benefits- Administer employee and retiree benefits other than pension, including negotiatlon of contracts with vendors and the wellness program providers and conducting annual open enrollment. Risk Management- Oversight and analysis of all liability, workers compensation and property damage claims. Recommends risk transfer strategies and manages compliance for vendors contracted with the City. Purchases insurance and reinsurance as needed. Administers Citywide safety program. Recruitment- Prepares job descriptions; recruits for all positions and administers exams as needed; conducts background checks on all finalists; manages the new hire onboarding process; and assists with requests for new positions and reclassification requests. Labor Relations- Processes disciplinary matters; conducts investigations of misconduct by employees; responds to discrimination complaints filed internally or through local, state or federal agencies; assists with contract negotiations and develops agreements with various collective bargaining units and processes grievances filed by bargaining unit members; provides management consultation to managers and supervisors on employee relations matters. Classes of Employees The City has several distinct groups of employees, the largest group are in the "Classified" service, most of which are in one of the five collective bargaining units and are subject to the Personnel Rules, revised by the Personnel Boord and adopted city ordinance.o We ore coamned o provdhg excellent publE 5eNice ond nferl b oll o lift. wotL dhd ploy n ou ebrcnt noprcol hjtolc .o lvllAl'AIBEAC H HUMAN RESOURCES DEPARTMENT OVERVIEW Propram Administration The second largest group of employees are the "Unclassified" employees which are "at will" employees and include department and division directors, managers, most clerical, financial and professional positions. Thls group is not part of the civil service system and are not members of any collective bargaining u nit. The third group of employees are "Others", these are classified employees who have not yet been placed in a bargaining unit. These employees do, however, fall under the civil service system and are subject to the Personnel Rules and may appeal personnel actions to the Personnel Board. The next group of employees are "part-time" employees who are not part of collective bargaining except for approximately 90 employees who are part of the AFSCME unit. Part-time employees may work either year- round or for a defined assignment and are also at will employees. ln addition, the City periodically aquires "temDorary and seasonal" em ployees many of whom are retained through temporary staffing agencies for limited engagements and special projects. Collective Barsaining Units Approximately 70% of the City's workforce in unionized and are members of one of five (5) collective bargaining units. Collective Bargaining in Florida is governed by Florida Statutes Chapter 447 and is overseen by the state Public Employee Relations Commission (PERC). Collective Bargaining Agreements cover a va riety of terms and conditions of employment, including pay, benefits and operating policies. The agreements also provide for the resolution of grievances concerning contract interpretation and due process appeals of disciplinary actions in most cases up to binding arbitration by an independent arbitrator selected jointly by labor and management from panels provided by the Federal Mediation and Conciliation Service (FMCS). The five units are as follows: Fraternal Order of Police (FOP) This unit is the largest unit and is comprised of Police Officers and Trainees, Police Sergeants, Police Lieutenants and Detention Officers. The FOP has an agreement in place currently until September 30, 202L. Communications Workers of America (CWA) American Federation of state, County and Municipal Employees (AFSCME) This bargaining unit is comprised of members from Public Works, Fleet Management, Parks and Recreation. AFSCME has a tentative agreement which wjll be ratified in December which will expire in March 2022. o o We ote commined b prcvidihg oxcellent pubhc seNice ond sotety to oll wha hee 9|atk ond ploy h ou vibrcnt hopicol h5tont codnuntty o This is one of the most diverse units in the City and includes Code Compliance Officers, Parking Enforcement Officers, Public Safety Communications Division, Pool Lifeguards and Ocean Rescue, and some building inspection staff, and some trades workers and civilian staff in Police and Fire. The CWA has an agreement in place currently until September 30, 2021 o o lnternational Association of Fire Fighters (IAFF) This unit includes Firefighter-Paramedics, Fire Lieutenants, Fire Captains and Fire lnspectors. The IAFF has an agreement currently in place until september 30,202L Government Supervisor Association of Florida (GSAF) This union is the smallest of the five unions and is also diverse. The u nlt includes supervisory staff in many departments of the City. We orc cohhitted to ptovtdng axcellanr pobh< nrvtca o.d solet'l to oll wha live work and ploy n ou vibrc nopicol. hjtotic conmuntry o O o o Employee Count by Bargaining UnitO Rour [abels AFSCME PT AMER FED STATE COUN MUNI EMPY COMM WORKERS OF AMERICA FRATERNAT ORDER OF POLICE GOV SUPERVISORS ASSC INT ASSC FIREFIGHTERS OTHERS PT UNCLASSIFIEO UNCLASSIFIED ELECTED Grand Total ACTIVE EMPLOYEES ' Count of Group/BU Oesc v 316 330 405 77 209 56 108 620 7 ,77' o cdnt of crd,g/uJ 0... utr(LAlstHtD ttt(ltD. 7 AT5(Mt PI,94 uit(LAsslftfD. 620 pT, 108 o orHtR5.56 [!I ASI( IrRt'lGHIt RS 20 AIITR TTD 5TAIT ( JtI MUI{I TMPY, 3T6 --__ __ V \I'PI RVISORS ASII llArl l !r(l UFIrt Fr I't Or )llr I llr', o o o I o /t ( ll"" '.]t''lz Wr t;/e-,-t hea, - 5e?a-, 2019 -2020 OPEN EN ROLLMENT BENEFII SUMMARY .I 1I \' I J ..1 . k dtu ET '[tni-t 31., *t tl t7 , I )41f ,,i { L-,,/ l: I I "1I \ r.r \ E I7 a I|-i l-- l I a -----'-/tl --'l AAIAAAIBEACH Table of Contents Annual Benelils Enrollmenl Process.. Know YoLrr Benelrls..... Complete Your Enrollment NoChanqes?NoProblem..... .... .... Be Prepareo lo Complete Your Electro4s Medical Beneils...... Hrgh Deductrble Health Plan (HDHP) ....... How can l decide which is lhe besl choice for me? ... .... Lilestyle Management Programs...... Tobacco Cessation Program... . Smoking Cessation Program.... Wellness Program... Heallh Savings Accounl (HSA) .. Flexible Spendrng Accounts (FSAI . Dental Benelits Vision lnsurance..... Disabilrty lnsurance. Short-Terrn Disabilrty (nol available lo panlrme employees) Long-Term Disability (nol available to parl-time employees) Shon-Term Drsabrlrty Premrum Example. Long-Term Dsabrlfy Premrum Example: . Life lnsurance. Basrc Lrle and AD&D Supplemerlal Life and AD&D. How much hle rnsuranc€ do you need?. Supplemenlal LJle Premrum Example Pet lnsurance . .. .. . Employee Assistance and Work-Life Program (EAP) .... Legal Servrces ldenlity Thett Prolection . . Supplemental lnsurance . ....... Contact lnformalion. This document is an outline of the coverage proposed by the carrier(s), based on information provrded by your company. lt does not include all ol the terms, coverage, exclusions, limitations, and conditions ot the actual contract language. The policies and contracts themsetues musl be read ior those details. Policy torms lor your relerence will be made available upon requesl. .4 4 4 ..4 ,,,4 .6 ,' 6 10 11 13 14 17 18 19 20 21 21 21 21 21 ,u 22 22 22 22 23 25 27 29 30 o O lrt it r.l i Irl ,t I I][r' I o Dear Employees, As our wellness program approaches the end of year four tollowing its inception, there is still great news to .eport on its growing list of achievements. As in prior years, the program conlinues to exporience higher levels of engagement. As of the month of June, our team has already achieved a level of engagement in the program which was only attain€d after neady 12 months of participation in 2018. ln addition, the wellness program has conlinued its efforts to contribute to the community by partnering with other deparlments and organizations to provide activities such as the #KeepMBclean 3K. During this beach clean-up exercise, over 50 employees and residents collected over 158 pounds of trash while walking thr6e kilometers. Actjvities such as this as wellas the Mercedes Ben: Corporate Run are incredibly rewarding because they allow our team to showcas€ lherr commitment to the community as well as their own health. Finally I am happy to once again haghlighl the success of our team s desagnation as one of South Flonda Business Joumal's Top 10 Healthiest Employers for the third consecutive year in a row! Another important community event which I would like to announce is the fo(hcoming frrst-ever Miami Beach Community Health Fair. This event will be opeo to Miami Beach residents as \ttsll as employees, retirees and their families. lt will take place at the Miami Beach Convention Center on Wednesday, September 4th from 10am to 3pm. More than 50 vendors including health care providers, non-profit organizations, health insurance companles, community organizatrons, faith-based organizations. govemmental institrJtions and more will be presenl to offer access to valuable health information, screenings and resources llhich are of importance to improving the lives of our community. Alongside the Miami Beach Community Health Fair. we will also simultaneously host the annual employee Health and Wellness Fair. The Heallh and Wellness Fair provides our team members the opportunity to receive information directly from our employee b€neft vendors so that they may make informed decisions when completing their elections for op6n onrollmenl Open enrollment provides employees wrth an opponunity lo review our available benefit ofienngs and to make importanl decisjons for themselves and their families lt will begin on Monday, August 19, 2019 and run through Friday, September 6, 2019. To prepare lor open enroilmenl, please review this booklet thoroughly before completing your elections for the 2019-20 plan year Once you have reviewed this booklet, there are several options for making your benefil selections. You may complete your selections online from the convenience of your home PC or workstiation by accessing the Munis Employee Self Service (ESS) link or by comang to the lT Training Room where you can receive assistance from a member of the Human Resources Department. lf you have questions or concems thal were not answerod at the Health and Wellness Fair or if you need assistance at any morhenl throughout open enrollment, please e-mail the Human Resources Department Benefits Division al ibeachfl Be AAIAAAIBEACH t o J y Moral City Manager ll -- aIJr Yq I I City of lr/iami Beach Annual Benefits Enrollment Process Know Your Benelits During open enrollmenl. il is rmponant to understand and lamiliarize yourself with the benelils which are available for the upcoming plan year. Beview this benefit summary to determine whrch plan choices besl suit your health needs ln addition, you may call Cigna s open enrollmeni hotline for any questions relating to your medical and dental plan elections. The hotline s available 24 hours a day, 7 days a week The phone number lor the hotline is 800.504.7642. Complete Your Enrollment Beginning August 19 lhrough September 6. you will have lwo options lor completrng your enrollment eleclrons. Oplion One: you may login to N.4unis Employee SeltService (ESS) from the convenience ol your workstation or home computer and complete your elections online Oplion Two: if you lack access to a computer or if you have any questions relating to your online choices within the Nrunis ESS site, please go lo the lT Training Room on lhe lhird lloor of 1755 Meridran Avenue The lT Trarnrng Room will be open Irom I a.m to 5 p.m., t\.4onday through Friday, kom August 28 through September 6. l',4embers of the Human Resources Team wili be available 1o help employees through lhis process (Spanish and Creole speaking team members will also be available to assist you) No Changes? No Problem. ll you are satrsfied wrth your current benefit eleclions and you would like to make NO changes, no lurlher action is needed Howeve( if you are enrolled in a FSA and you would like to continue your participatron. you are required to re,enroll lf you are enrolled in supplemental lrle insurance, please note that the method in which coveraqe amounts are calculated is changing lor lhe 1 0/'ll2019 plan year Coverage amounls were prevrously calculated by multiplyrng your annual salary by a number (a number between 1 and 5 times). Going JoMard, supplemental lile insurance will be oflered to enrollees in increments ol $10.000. During this open enrollment period, your exisling supplemenlal lile insurance coverage amounl will be rounded down to the next lowest $10.000 dollars unless you elect to increase coverage. Be Prepared to Complete Your Elections When electing and updating your benefits, please be mindfu of the lollowrng tips to ensure a smoolh and elicient enrollment process ll you plan on newly adding a dependent to your medical or dental plan bring proot of dependency to lhe Human Resources Department (i e . marriage certificate lor a spouse and birth certificale for a child) as it will be required. Prool of dependency documents are due by September 6, 2019. Eligible dependents lor rhe city's health and dental plans are (1) your lawlul spouse, {2) your registered domeslic partne( (3) any child of yours who is . Less than 26 years old . From 26 years untii lhe end of the calendar year in which the child reaches lhe age of 30, provided the child is unmarred and does not have a dependent of his own, is a Florida state resident or a full-time or parl- time studenl, and is nol covered under a plan of their own or entilled lo benefils under Title XVlll ol the Sociai Security Act . Who is 26 or more years old, and primarily supported by you and incapable of self-sustaining employment by reason o, menlal or physical handicap. Prool of the child's condition and dependence may be required lo be submitted to the plan as a condition ol coverage atter the date the child ceases lo qualily above. " Please tesl your Munis ESS login and password lo ensure that you have access to complete your online enrollmenl session. lf you cannot login to Munis ESS, open a support licket online on the home page of the City's intranet by chcking on: MBASSIST. Allof your benefil elections willtake etfect on October 1, 2019. Open enrollmenl runs Augusl 19 through September 6,2019 Ft O o [J,I [r'fI I I[] L] ) ,t ( [, ,4 \ \ li edical Benefits Medical Benefits PCP Olfice Visil Specialist Otfice Visit PCP Referral Bequired Rx Deduclibl€ ln-N€trrcrk 100'; atter BYD I 00",b after BYD No 1 000..6 after BYD On{fNd,vor* 70o./. after BYD 70% alter BYD No 70% atter BYD Open Accsss PPO No NEIV rniollco! !r ol l0/1l2ol9' ln-N€nf,od( oitul.t{€n 6rk S20 70"6 afier BYD S25 709; afier BYD No No None None $10/$40/$60 member oavs /0". a'le BYDorllerence oelween generc and brand Rx [ner 1i2l3) 30 Days Open Access ln+'ld! ,oft ONLY s20 $35 No None $7/$40/$60 Member pays ditlerence betwe€n genenc and brand Open Access HDHP Benefil Y€ar D€ductiblo (BYD) (lndiMdual/ Famity) Coinsuranca 100o/" afler BYD 70% after BYD $2.500 / $5.000 $5.000 / $10.000$0/$0 N/A 100% after BYD $2 500 / $5.000 $2 500 / s5 000 $r 500 / $3,000 $350 / $ r.0s0 $350 / $1 050 900,4 alter BYD $2 500 / $5.000 NiA N/A $2 000 / s6.000 $2.000 / s6 000 90% after $200 copay waived d admined $25 70% after BYD 90% after $100 per 70% atter $100 per admission copay admGsion copay 90% after $100 per 70% after EYD, $500 admission copay per admission copay Rx Oul-of-Pocket Max (lndvidual / Family) Copay Maximum e":,;#: (lndividua / Family) lnpatient Care lncluded in rnedical copay oulol'pocket maximum above $250 copay per day. plan pays 100% atler copay oul-of pocket maximurn is met 100% after BYD 70% atter BYD 70% atter BYD 90% atter $100 per admlssion copay 70% alter BYD $500 per admissron copay Same as out-ol- network out-otpocket maimums 70% atter BYD Same as oul-ol network oulol-pocket maximums Emergency (Setuice A,eay'Outside) Urgent Care Facility $200 copay waMed rl admined $40 copay Outpatient Diagnostics $200 copay Outpatienl Surgery $200 copay 100% atter BYD 70% afler BYD Same as BYD Same as EIYD 100% atler BYD 10O% after BYD 70% afler EryD 100% after BYD 70% atter EIYD 100% after BYD 70% atler BYD Medi{El Rates (24 payro{ d€dl.tliorts}Employee Employe€Employee Employee Only Employes + 1 Family $85.00 $236.00 $364.00 $25.00 $75.00 $200 00 $362 00 $944 00 $1,211 00 Empb!/eonly $282.00 $297.67 $380.00 Employ6. + I $531 00 $596.33? $604.00 Family $694.00 $733.0G $604.00 -dfirg h. a r!, b o{t5f yow ballatdy Ft tlur cod? Get engaOed ln the City s Wellness Programr Heaith plan pa(,opants who achreve Silver Gold or Platinum Gr,.#lia?.ffirili ehEble to earn quarlerly wellness incentrves rn thear payroll check valued al $60 $9O or $12Dr Fo. more rnlorrnatron. please turn to pages 14 15 ' Employees who are enrolled in the Open Access PPO during the 2018 2019 plan year may remain enrolled in this health plan No new enrollees may enroll in this heallh plan oplion City of Miami Beach il ,.I In lr Irl l1.f t/ City City City High Deductible Health Plan (HDHP) An HDHP provides comprehensive health care coverage lke a traditional heallh plan where members are responsible for paying for their medical expenses before lhe deductible is satisfied. After the annual deductible is met, members are nol responsible ,or additional copayments or deductibles lor in-network, eligible services. HDHP are also referred to as consumer driven health care plan because employees are able io use incentives and lools lo control both health care decisions and the cosls associated wilh them A typical consumer-drrecled plan might include: , Web-based tools that suppon the decisions employees make regarding their health plan cholces, health savings amounls, elc.; and , Other support leatures, such as nurse telephone lines, care coaches, and disease management. Whal are the benerits o, an HDHP? 1) Lower monthly premiums, 2) insured against serious medical condilions,3) maintain more control and flexibility tor how your dollars are spent, and 4) eligibility lor a Health Savings Account (HSA) which builds savings wilh rnvestmenl options What are some of the advantages to the HDHP options? Here are a lew of the advantages: , You have access to a broad national network of providers , Preventive care, including annual exams, women's health services, immunizations, and preventive blood and urine testing are covered at 100% (in-network) belore you meel your deduclible. , Together with the HSA, there are significanl tax advantages, as any amounts you put in your HSA and any interesl that accumulates are taxJree. , The City also contributes to your HSA if you elect the HDHP wilh HSA. How can I decide which is lhe best choice lor me? The City is providing multiple trarning sessions in the Commission Chambers al a number of diflerent limes hosled by Crgna To help you make the right decision. lhere will be numerous Cigna represenlalives and educational material dislributed Funher the lT Training room used for enrollment wrll have an informatlve presentation outlrning lhe ranges and highlighls ol lhe HDHP Do I need a teiefial to see a specialist? You don't need a referral but you will save money by choosing an in-network provider li is your responsibility to ensure that any refe(als (even kom network providers) lo specialists and other provider types are in-network. l, the provider you were relerred lo is nol in the plan's network, benefils will be paid al the non-network benelrl level o I a r o It b, I I , I J r r\' Do I need to choose a Primary Care Physician? You can choose any doctor or hospital. However, you may wish to lind a physician that manages your overall care to ensure overall quality and coordination with any specialists I,; I SAVINGS AT YOUR FINGERTIPS Now it's easier than ever to find and compare health care costs. o It's true. The more you know aboLrt the cost and quality of doctors and hospitals. the easier it is to make the best choices for you and your family. After all, no one wants to pay too much for health care. The intuatave mycigna health care professional directory has plenty to offer, starting with simplified search tools that give you the results you need. You'll also see integrated cost and quality information throughout the directory, helping you compare doctors and control health care spending. We've put everything at your fingertips, ready to help you make the most confident, cost-effective decisions about your care. Smarter searches. Better results It pays to plan ahead. lntegrating cost and quality information into our online darectory makes it easier for you to get the care you need. For example, did you know that an MRI can cost anywhere from $4OO to $1,40O', depending on where you go? lt's okay if you didn't know because we do. And we'll tell you, even if you don't think to ask before you start searching. Fr.a.odrords.Prc. ET E EI El- G- o Together, all the way. Offered by: Cigna Health and Life Insuran(e Company, Conne(ti(ut Genera I Life lnsuran(€ Company ortheir afhliates. --:-- City of Miami Beach ,I llhEE If it , v t utrtrtrtr trtrtrtrtrtrtr trtrtr:tr trtr I .:'.tt --.l)'(: Llgno I KNOW BEFORE YOU GO Cost .nd tlm.Greatea Clgia TaLtra.lri Connaadoir Collrtnlanca C..a cllnk Ooctoa'r omca Urlanl cara cattat E ! karldrh.ltistryi!'b Trarninomrdk (('xnnr md miru r'l€6(,l (on&ir6. $ifir"d t fir* pradut(6 funn (witia boad-{.nifild ,nd diylktln ariinanB. doco( vi. vllo6fionc*trn lmtrd in ma q!{6a{d wtlll rd lDr h ffit5 b.{ h pharudG ofEn Qtll ndt ,ori.V6ild!.iib5iLfi (all idut htdr b ll9ltr' ltttrtffigra@m t5'.{,,47t2 MDtlvtt(IqE.colrt 88&72GI7r Together, all the way. , (dddfr, ) lillE , soa irD,6 , tkrdadlr , Slomidldt6 , ftrat , Alkqi,t , AoE ,ljlh.ndltolt , Gl6.dflu , na{h6 0 sl,n (o0dlir6 , tur tto,t, eradEr ,fir pdn ,Ilinor(uBorbumg , ftqnancy tesng , \/adnei , Grn l?l hiti iru6 , ftairIil?(xt , Rodh.ftrter , lnml,izatdE ,nd s(lrtlin9! t Ftruand lbrylmE r l*uo&!0ri[ hrl6,dI, t lleadadr! , Lo*tr b.d Bdn , Joiil p,irj ) lil.Ir l!rl*d0y yn t rnt , Uhrymrftlirb , !d&i nnutJr *a!|6t , lhorrrdld tlllctg , S.irnd Bol(qnirEE t ShrmrsoabE tj t 0f,5l 0ain, tkdfirjlrn jqmu r , &!ry 0 blsofdrih t serlrosruflr t Oirdca o do(otoffrft , No appointmenl neded ) lhy dErge (opay/ aofi!raffeend/ ordeduclible , l,\urlly nerd appoinrrcnr , 5hon yvafi lim6 , fusE loivai ttlJl tR , No amointrmm nerd{d , Wail tim6 r,r, , Hdr{ @5t ,loipponlmmtnft*d , W,h im6 may be lonq attialing ovtl 4 hoo6l Crgna Health lnformalron Lrne A telephone service staffed by nurses that helps you understand and make informed decisions about health issues you are experiencing, at no extra cost. lt can help you choose the flght care rn the right setting at the right time, whether rt s reviewing home treatment optrons, following up on a doctor's apporntment. or finding the nearest urgent care center Just call the numbe. on your Crgna lD card. Open 24r. ::r.;:x Cigno o r' * , tl [r' Your guide for where to go when you need medicat ca?G. ry tqifltldl!lirm'I oa ofrcd hixrr a ItE6,optll 21r.f!rtuaturlnfl6 liFillrl.t$ng dl 91 I ( 9o b dt iEd6l maoe0q mI kern'!'.irrFrt lE m b(m! .t!a(r.!,rst orru!riwr.rkrl,.tI{B.alu.tbgt ! !B,!tbottu$i(,r(li*rl. riror r(!ri (fa ll r tl, tqrhBrdd rrrJdttr*r(6I$.rlld , (os6 dlt lam or 16r dun a vigl wtth ylor primary (aE provrder , Appornmen6 opi(nlly m an hou or 165 To find a specific health care facility or doctor. go to mycigna.com or use the myCigna Hobile App. I |} Choice is good. More choice is even better. Cigna provides access to two telehealth services as part of your medical plan - Amvrell and l.lDLlVE. Cigna Telehealth Connection lets you get the care you need - including most prescriptions (when appropriate) - for a wide range of minor conditions Now you can connect with a board-certified doctor via video chat or phone without leaving your home or office. When. where and how it wotks best for youl Choose when: Day or night, weekdays, weekends and holidays. choose whera: Home, work or on the go. Choose how: Phone or video chat. choose who: Amwell or MDLIVE doctors. Say it's the middle of the night and your child is sick. Or you re at work and not feeling well. lf you pre-register with one or both Amwell and MOLIVE you can speak with a doctor for help with: /: ) Sore throats ) Fever ) Headaches ) Colds and flu ) Stomachaches ) Allergies ) Rashes ) Shingles ) Acne ) Urinary tract infections and more l-! cigna Customers: Signing up is easy! ) Connect to both Amwell and 14DLlVE through mycigna.com. No separate login needed. ) Complete a medical history using their "virtual clipboard" AmwellforCigna.com" a55.667.9722 MDLlVEforcigna.com" 888.726.317r MDLIVE cisna On the 9o? No problem. Download the Mycigna App'and you'll be able to access both teleh€alth providers. .'1.?', )F Cigno C hoose with confidence Amwelland MDLIVE are both quElaty national telehealth providers, so you can choose your care confidently. When you can t get to your doctor, C;gna Telehealth Connection is here for you. Register tor one or both today so you'll be ieady to use a teleheelth seryice when and where you need it. I o ) Bronchitis The cost savings are clear. Televisits with Amwell and MDLIVE can be a cost-effective alternative to a convenience care clinic or urgent care center. and cost less than going to the emergency room. And the cost of a phone or online visit is the same or less than with your primary care providet Remember, your telehealth services are only available for minor, non-life_threatening conditions ln an emergency, dial 911 or 9o to the nearest hospital. o Offered byCigna Health and Life lnsuran(e Company orits affliates. Cigna Telehealth Connectlon. I ?amwellro.oena' City ol Miami Beach lItu I I t Iq THE CARE YOU NEED - WHEN, WHERE AND HOW YOU NEED IT. I- *_ // E I \ Together, all the way. Lifestyle Management Programs I Whether your goal is to lose weight, quit tobacco or lower your stress levels, you have the power to rnake it happen. Cigna Lifestyle Management Programs can heip - and all at no added cost to you Each program is easy to use and available where and when you need rt. And, you can use each proqram online or over the phone - or both. Together, we can help you get where you want to be C.ll u! to.: ) One-on-one wellness coachinq ) Convenient evening and we€kend hours , Program workbooks and toolkits Or vltlt ua onllno ton ) Convenient support ) Personalizedprograms ) Educationaltools and resources Take control of your lite To enroll in the program, or if you have questions, call 855-246.1873. Or, if you want to enroll online, visit myclgna.com, select 'My Health tab, then "Programs and Resources," then select "Health Assistant" from the drop-down menu. Tobacco Get the help you need to finally quit tobacco. Create a personal quit plan with a realistic quit date. And, get the support you need to kick the habit for good. You'll even get free over-the-counter nicotine replacement therapy patch or gum.' Weight management Reach your goal of maintaining a healthy weight - all without the fad diets. Create a personal healthy-living plan that will help you build your confidence, be more active and eat healthier. And, you ll get the support you need to stick with it Stress management Lower your stress levels and rajse your happiness levels, Learn what causes you stress in your life and develop a personal stress management plan. And, get the support you need to help you cope with stressful situations - both on and off the job. o o ll'lt t-' ,II t) .4 I [l, )7 -I THOSE UNHEALTHY HABITS fi, ::1,?, .-. ;)'(: Ll9no I Tobacco Cessation Program ouitting tobacco is one of the best things you can do for your health. Lifestyle choices. such a5 tobacco use, dlet and exercise are the biggest intluences when it comes to a peraon s quality of life. Though we can l always control our environment, the type of health care we have or our genetics, we can control whether or not we uie tobacco, what we eat and how much we move. o Most people know tobacco use and exposure to secondhand smoke causes lung cancer. But there are many other health consequences as well. These include: ) lncreased risk of many types of cancer ) More frequent colds and chronic bronchitis ) Emphysema ) High blood pressure ) Stroke ) Heart disease ) Tooth decay smoklng alao causes: ) Bad breath ) Discolored teeth and fingernails ) Decreased sense of taste and smell ) Premature wrinkling of the skin ) Shortness of breath ) Financial burden OuGrtlo.|: Why lt tobacco to h.rd to quit? An.war Hablt rnd addlcllon Habit: A behavior pattern acquired by frequent repetition. Addiction: A physrcal need or dependency on nicotine, the primary agent in tobacco Within lO seconds, the nicotine found in cigarettes moves from the lungs into the bloodstream and, finally, into the smoker's brain. This triggers the release of the neurotransmitter "dopamine. Dopamine is responsible for feelings of pleasure and well_being. Some of the pleasurable eftects associated with tobacco use include herghtened awareness, increased short-term memory, reduced anxiety, decreased appetite and an increased tolerance to pain Wrthin minutes, the acute effects of nicotine wear off. So people must continue smoking" or "chewing' to maintain its pleasurable effects and to prevent withdrawal. The harmful eltecB of secondhend smoko Secondhand smoke is classifred as a Group A cancer_ causang agent. This means that because no level of smoke is known to be safe, federal agencies recommend redudng secondhand smoke exposure to the lowest possible level. Secondhand smoke sticks around long after a cigarette has been finished; up to two and a half hours. The fabrics in your car and home trap its harmful chemicals as well. And fannrng smoke away doesn't help because smoke rs invisible. Did you know? O :'.ltttI:Cigno TOBACCO CESSATION ]low to quit for good Together, all the way. City of Miami Beach ,hEE,l ll,I I I I I T q\ :r envrronmentai lobacco smoke Making the declsion to quit Behavior change is rarely a single event. lt is a process with stages people pass through. Living tobacco-tree requires you to make a major lifestyle change. Be forewarned: There is nothing simple about tobacco or quitting. Tobacco is not a single product or chemical. While nicotine rs the most powerful addictive substance in tobacco, there are many more; over 5OO substances total.? Among them are acetone (a solvent), pyrene (used in dyes and pestacides) vinyl chloride (used in plastrc materials), polonium 2lO (a radioactive element) and DDT (an insecticide). Some of these additives enhance the exoerience of tobacco use. Others allow the cigarette to burn back evenly. So, faalure has been built into the addiction model. Oult plan Step I - Determine how you will quit Step 2 - Choose your quit date Step 3 - Nlake plans to deal with triggers Step 4 - Build your support system Step 5 - Begin to take steps toward quitting Step 6 - Celebrate your milestones and successes Resources to help you qult Smokefree.gov: smokef ree.gov BeTobaccoFree.gov American Heart Assocratron: americanheart.org National Cancer lnstitute (NCl) offers free, conf idential information about quitting tobacco by phone and onlinei - The NCI quitline, l.877.44U.OUlT (1.877.444.7444) is available Monday through Friday, 8:OO a.m. to 8rOO p.m. El - Smoking cessation counselors are available online by clicking the SgitllEglslto]xhq button in the LiveHelp pop-up, Monday through Friday, 8:OO a.m. to ll:OO p.m. ET. What about e-c igarettes? There is not enough research to show that e-cigarettes can help you quit smoking. The long-term health impact of using them is not yet known. And, they are not regulated by the FDA at this time. While likely less toxic than cigarette smoking, e-cigarette vapor still may contain low levels of toxic chemicals, nicotine and metals r o :l'.?: - . :)'(: Llgno o [r, rtut lO Years l5 Years tI The benefits of living tobacco-free'' 2O mrnutes l2 hours 2 weeks-3 months I month'9 months 5 years I lE/If,I III II a]. --E fl I TI Smoking Cessation Program t t ARE YOU READY TO QUIT SMOKING, FEEL BETTER AND BE MORE AGTIVE? WE WILL HELP YOU! IMPORTANT FACTS ABOUT StrlOKlNGl Tobacco smoke is a deadly mir of more than 7,000 chemicals... many are poisons When these chemicals get deep into your body's tissues, they cause damage. Your body must lighl lo heal lhe damage each time you smoke. Over time, the damage can lead to disease Nicotine is power{ully addictive Smoking can start your body on a palh toward cancer. once tobacco has damaged cells they can grow unconlrollably as cancer. Within five yeaB ol0utlino. vour chance of c"ncer ol lhe mouth lhroat esoohaous. and bladder is cul in half. Smoking causes immediate damage to your arleries lt can lead lo hearl atlack and slroke Ygu_lgh for a heart attack droDs sharoly iust one vear atler you ouil smokinq. Aller twcrlve vea6. vour chances ol stroke could fall to aboul the same as non-smokers. Smoking damages your lungs. lf vou ouil you will brealhe betler. vou will couoh less lhan oeoole who continue lo smoke. and it willb€ m uch easier lo be active Smoking harms reproduction and your children's health Smoke makes diab€tes harderto control Drabelics whoouI smokina have better conlrolover the[blood suoar levels S€condhand smoke causes immediate harm to nonsmokers NOW IS THE TIME TO QUIT!! Effeclive this health plan year, october 1d, all smokers will be assessed a $25 monthly ($12.50 per pay.period) surcharge. This amounl is subjecl lo increase in lulure years. We are wo ing lowards a smokersjree worlforce. Get the help you need to qud. Contacl Tommy Olloqui, our On.site Cigna Representative, at exlension 26909 lo get started in a smoking cessation program, at no addilionalcosl lo Cigna members. Additionally, all prescribed medicalions are FDA approved and al no addilionai cost lo our members on't ln omaton obtam€d lrm th€ U S Oeparlmenl ol He.hh and Human SeM@s A Ropod ol lhe Suryoon GeneGl How foba@ Smo*s C€us€s O,s€as€ Wal ll Means lo You U S Oep.rrinent of Healih and Human SeMces. C€niers tor Ds€ase Control and P.event6. N.tomlConte.ror Ch.onic Os€as€ P.ev.nt,on and Heanh Promoi'on. Oiice on Smokrng and Health.2010 o o City ol Miami Beach ,tI I t ll f) Wellness Program 365 With more ways lo gel started in the Go365 progr.m, employe€s can choose the firsl step that work for them -.omplelea Health Assessment,log a qualirying workout, or gd a biometric screening. Th€streamlined Points and Buck structure makes it easier for membcrs toearn and redeem rewards. Plus, memb€rs can eam rewards for heal$y acti\ities they may already be doing. Th€ Go365 proSram is personalized for each member, with customized goals and activities to help them r€ach th.ir specific health goals. Ev€ryone.an engage with Gol65 no matrer where they are on th€ir p€rsonalpath to b€lter heahh. B€st ofall, members aan creata iherr own joumel. since th€re ara more rlays than ever to reach Bronze Status. By €onnecting to dozens ofthe most popular activity trackinS apps, more than 70 filners devices and over 40,000 panicipating fitness facilities, memb€rs can eam rewards for rhings the.v are alread)doing. Col65 males ir easy for memb€rs to panicipale s,hen they want, Lhere ih€ywant, and how they wani. Go-165 is an innovatile and el-fective $'ellness program that incents nrembers to achie\e lifclong uell-being. The program explains potential risks associated nith health and lifestlle choices. Then, b1' utilizing behavioral economics, individualized activities, and an advanced incentile program, rr'e molivate members torlard making positi\e lilest\.le changes. GeIinS healthier ca, b€ hard. That s why Go365 is tailored ro motivateall your employe€s, no mart€r their a8e or health. The Points structure isdesigned lo motivateand reward the member at any stage ofaclivity, whether they are tracking their 6rst steps or running a marathon. Plus, we've upped the fun factor by adding more monthly games, jackpor prizes, and Do!+nload lhe Go.l65 App orvisit Go365.com to ac(ess your secure, password'protected Go365 account and proSram. I I .,1.( lli( r( \t .l( i Thret casy ways to stan earning Points and t€t to Bronz€ Status . Complete at least one section of your Health Ass€ssment ' Lo8 a v€rified workoul . Get your biometric screening : IIr,,r ilr( r( \.LI. Ke€p earning Points by completing healthy activities. The mor€ Points you earn, the more Buck you will heve to sp€nd in the Gol65 Mall. o l-ols oyt oprg lqelrur o Irl'lt [l,i; I. III I t Humono The wellness and rewards solution that motivates action and inspires healthy changes I SAY HELLO TO VIRTUAL WELL-BEING COACHING Everyone ha! unlque ne€ds.nd goals arld the riBht rupport (an m.ke allthedlfle,ence ln helplng a(haeve your p.rsonal goal That3 why vrrtual well-b.nB (oa(hrng offers a flde ar.ay ot (horces throuEh theGo365 App on v!.aouetopks: Phyri<.1.<tlvity M.n.8in8 3tr.ss He.lthy e.tinB M.n.alna w.lrht Quittlng tob.<<o Di.betes o More control. More urays to engage. You make the decision on what well-beinB apps and digital resources to use and when. Need some quick one-time help or looking for long-term support? Th€re's an app for it, Want person-to-person coaching? You can get itl With mobile apps, you can engage in what matters to you whenever and whereler you arp most comfortable. More tre€dom. More flexibility, Many of the diSital resources and apps are totally free. Or you can choose premium options ' with additional featLrres and functionality - and pay the vendor directly, at discounted G0365 rates. Best of all, you can jump in, opt out, or change your option at any time you want. t's so easy to get star , Get th€ Go355 App. Download the App to a smart phone and you are ready to go. Explore the options Cheakout thewrde array ol optrons and choose one ortwo tha! interestyou by !electrng CoachinB from lhe Go365 App menu. Get rewarded! G0355 mak€s rt €asy lor you to start. stop, or change any time. ted a . tog p}lyr(.| -rwtlY tr idek. sy...d o. m^0.1u ry) . P6r oderl,ond ro ri* Groep led . woAh In r ordoroni.r Unwi'ldinS anri.ty cr.ving to Quit ( o.ity a".. trttJJ . Cofipi.tc. Oarly L6!on on . CtE(kl.on 3 $p.rrte <t!y. . aompt terh.wanr o r.t.r, sn6sT..r or sners M.r.!. *hr.h.v.r on 3s.p.r.1. .6yr lno m'ro City of Miami Beach tEt rl IT rf IIt lt,q l \_ -, ! How to earn Points with virtual well-being coaching. Earn Lo Pointr pGr weck whcn you (o.nptctc on.. of the lollowanB elitiblc actavitle: rvrilabt€ in thc app5 b.low. You.outd c.rn 520 Points per progr.m y?ar! .- It's Go Time! Maxi mize you r City benefi ts and pur Go365 rewards byactivating and con necting today! Receive quarterly wellness incentives based on your Go365 stalus. Sil\er Status = $60.00 discount Gold Status = $90.00 discount Platinum Status = $120.00 discount The amounts will be based on your Go365 status at the end of each quafter. To receive Wellness lncentives. Pafticipants must be employed by the City when the incentives are disbursed. As a reminder. the Wellness Program Plan year begins on January 1 . Kristina (Tina) Zoeller. On-Site Wellness Coordinator (305) 778-2382 kzoeller@huma na .com 365 o El You E @{6s O r't --------r-------- I.;I I/ br,II I tr L -^ I l- ) ( I I The Crty oi lr,.4ramr Beach offers quarterly wellness rncentives for Crgna medical plan partrcrpants who are enqaqed with Go365 Talk to Tina Zoeller, our onsite wellness coordinator. on any program questions or wellness initiatives that you would like to see al the City. -'t i il I O Health Savings Account (HSA) An HSA allows you to contribule prelax dollars kom your paycheck to use lor eligible healthcare expenses lhroughout the year lt has several advantages: , You choose how much lo save each year up to annual IRS limits ($3,50O.00 for individual coveragei $7,0O0.00,or employee + dependent(s) coverage in 2019. , Lroney goes in tax-free, grolvs taxjree. and can be used laxjree lor eligible expenses , lf you are age 55 or older, you can conlribute an additional $1,000 per year , Money lett in your accounl rolls over lo pay for health care today or in the lulure, even il you leave City ol l/iami Beach You can elect to contribute funds to our HSA vendor HSA Bank, by selecting this option during your enrollmenl. Unlike most other benefits, you can change your HSA contribulion during the year without a qualitying life event. You must be enrolled in either the High Deductible HSA Benefit Plan to contribute to the HSA. At the end of the yeat unused HSA dollars in your account wll rollover and you will be able to use it the lollowing year. ll you leave, the tunds in the accounl are yours and may be rolled over lo another HSA or used lor valid medical expenses. Who ls Eligible lor an HSA? An HSA is a personal healthcare bank account thal you can use to pay out-of-pocket medical expenses with pretax dollars when you are enrolled in a high deductible health plan (HDHP). You are eligible to open and lund an HSA il. , You are covered by a qualilied high deductible heallh plan; , You are nol covered by your spouse s non-HDHP health plan, heallh care flexible spending account or healih reimbursement account; , You are not eligible lo be claimed as a dependent on someone else s return; and , You have not received Veterans Administralion Benelits Setting Up An Account An HSA account can be eslablished through l-lSA Bank. HSA Bank will send you a welcome kit with instructions on how to set up an account online. HSA Bank charges a monlhly service charge ol $1.75 on accounts with balances of $3,000 or less. You may invesl your accounl in the rnveslment lunds provided by HSA Bank with no minimum balance requirement. You can also rollover your exisling HSA balance to HSA Bank once your accounl has been set up. Please conlacl HSA Bank at 800.357.6246 for furlher details. ''Seed Money lor HSAS City ol Miami Beach will provide an HSA employer contribution for eligible employees. Your account musl be open wilh HSA Bank in order to receive "seed" money. Annual Amount Endoyee Onty $500 $250 $5m Employ€o + 1 $1,000 $500 $1.000 Family $1,500 $750 $1,500 HSA plan participants automatically earn the amounts shown in the lett-hand column sho$n in the table above. The annual amount is gradually deposiled inio participant accounls on a biweekly basis throughout the course of the plan year To earn additional seed money, HSA parttcipants will need to be engaged in the City's wellness program Please nole that the Wellness Program plan year begins on January 1st. lf Gold staius is achieved in the wellness program by June 30, 2020, an HSA participant wrll earn a lump sum deposrt equal to 50% of the annual amount. However. il Platinum status is achieved in the wellness program by June 30, 2020, an HSA particrpant will earn a lump sum deposit equal to 100p2 of the annual amount. The lump sum deposit for lhe additional seed money will be processed in July 2020. To receive the lump sum payment, HSA panicipants musl be employed by the city when lump sums are drsbursed and be enrolled in the HOHP For HSA Participants who are hired aftet 11112020, Go365 point thresholds will be prorated; lump sum payments will also be proraled. lf a plan participanl has reached the maximum allowable HSA contribution by the time the additional lump sum deposits are issued, lhe additional amount will be added to the employee's nel pay and taxed accordingly. Here s how much you can contribute to your HSA in 201 9 ,, Employee Only maximum contributlon = 32,500.00 ($3.500.00 (lRS Employee Only Max) $1,000 (Employee Only "seed" money) = $2,500.00) . Employee + 1 maximum contdbutlon = 95,000.00 ($7.000 00 (lRS Employee + 1 Max) ' $2.000 (Employee+ 1 or N4ore "seed money) = $5,000.00) Family maximum contribution = $4,(xn.00 ($7.000 00 (lBS Family Max) - $3.000 (Family 'seed' money) = $4,000 00) * Amounls do not include 'catch-up" contr bution HDHP Enroll.rpr Tier lddido.d 50% Ea,'nad ,l Gd Sdrr b AdEi,ld n t'E\rr.h.rl. Progrm bt JrrrE 30. Z2O Adflird lqr* E rEd il Pt tr- Sar i! ldar€d h,r tirrfriG Plog.gn by Jur O. aPo Arrrrd ArE n AdomdcdyE red o il ------r'II-t rl I Iq_ City of Miami Beach Flexible Spending Accounts (FSA) An FSA ailows an employee to sel aside a portion of earnings lo pay lor qualified heallhcare and dependent care expenses. Nroney deducted lrom an employee's pay inlo an FSA is nol subject to payroll taxes. resulting in payroll lax savings HSA Bank adminislers our FSAS. When consrdenng how much lo conlribule to an FSA, please keep in mind that any lunds remaininO in the accounl in excess of $500 al the end of the caiendar year will be forfeited. lvledical FSA You can contribute up to $2,700 00 to the healthcare FSA lor 2019. Any contribution that you make will be taken through payroll deduction on a prelax basis thus reducing the amount of your taxable income and increasing your take home pay The healthcare FSA can be used lo pay for oul-otpocket healthcare expenses, such as deductibles, copays cornsurance. dental expenses. vrsion expenses and some over-the-counler (OTC) medications. However, OTC medicalions require a doclors prescription in order for lhem lo be eligible ,or reimbursement from an FSA. You may choose lo participale in the healthcare FSA accounl whether or not you elect any other benefils. Please nole lf you are enrolled in lhe ln network Only and PPO plans you can participate rn Ihe heallhcare FSA ll you are enrolled rn High Deductible HSA Plan, you are not eligible to enroll rn the N4edical FSA. but you can enroll in a Limited Purpose FSA Limited Purpose FSA ll you are enrolled in an HSA ollgible plan you are only allowed to participale in a Limited Purpose FSA. A Limited Purpose FSA is much |ke a typical, general, purpose heaith FSA. However, under a limited-purpose FSA. eligible expenses are limited to qualitying dental and visron expenses for you. your spouse and dependenls. You re taking conirol ol your life, your career, your finances and most importantly. your health You're now in lhe position lo spend more to look and feel good. You schedule annual checkups and visit the dentist twice each year for dental cleanings and X-rays. Do you go to the chiropractor? Thinking about acupuncture? Ready for laser eye surgery? Definrtely want lo quil smoking? The control is inyour hands. Pul$1,000 in your account andyou'll save $300* when the plan year ends. That s a prelty good return on your investment. 'Assumes thal an rndvrdual or famrJy lS rn lhe 30 percenl ncome tax brackel. -Dependent Care FSA Dependenl Care FSAS allow you 10 set aside money each year to pay for oulol-pockel dependent day care expenses lhat are necessary lor you and your spouse to work or atlend school full-time The dependent must be a child, under age 13, and claimed as a dependent on your federal income tax return, or a disabled dependent lhat spends at least eighl hours a day in your home. The Dependenl Care FSA allows you to set aside up to $5,000 per year (or $2,500 per year if you are marned and Iile your taxes individually) through payroll deductions on a pre-tax basis. Dependent care expenses are reimbursable as long as the provider is not anyone considered your dependent for income tax purposes ln order to be reimbursed, you must provide lhe tax identrlication number or social security number of the party providing care. Reimbursement lor dependent care claims is limited to the total amount that is deposited in your accounl at the lime the claim is submrned Examples of eligible dependent care expenses include: ,, ln-home baby-sitting services (not by an rndividual you claim as a dependent) , Care of a preschool child by a licensed nursery or day care provider ' Before and atter-school care , Day camp , ln-house dependent care provider o C*n&finbCon&Brffiuurnr O0don ll you participale in tho FSA, you will auto.mtically recsiv€ a debit Viss Card thd can be usgd tq FSA e{gfire erponsss. \0, can elso file )/ot.r daims d{ino alrrrna-If.am of sDfltl )olr daims vh ,nail, tireb portal, tr mobib ry. \br can contact HSA Bar* about yo(, FSA accourt: r ByP?ur:&S57tA'lc \6u can aho ob&ah Mrt babEso, virw cLtims histay, ne ckrirns. (buvnlGl hanls 'ld rBpoat 6 b€f q su€n d60it card d r ^1ffi.6r.o l" It br, , I Good orat care enhances overall physical health, appearance and menlal well-being Problems with the leeth and gums are common and easity treated health problems. Keep your teeth healthy and your smile blight with the City of Miami Beach dental benelit plan. Dental Benefits Benefit Description Calendar Year Maximum Benefit Annual Deductible (rndMdual/ Iamrly) Preventive Care (no deduclrble) Basic Services Fillings Periodontia Endodontia Major Services Onhodontia (adults/chr dren) Carrler Websrte (DHMO) Must use partclpatrng provtders. Plan pays 100o,4 atter fxed copaymenl lor service Cigna DPPO OutotNdt orkln-Network Must use panicipating provrders Plan payment is based on provider s reduced contracled fees Your choice of licensed dental healthcare providers Plan payment is based on reasonable and cuslomary allowances S2.500 per participanl o None None Covered al 100% Copay schedule Fixed copay-schedule Fixed copay-schedule Fixed copay-schedule Fixed copay-schedule Fixed copay schedule $2.500 per part c Pant $50 / $150 Employee Covered at 100% 80% atter deductible 80% atier deductible 80% atler deductible 80% atter deductible 50% atler deductible 50%t Covered al 100% 80% atter deductible 80% atter deduclible 80% atter deductible 80% atter deductible 50% atter deduclible 50% Ca(ier Websfe (PPO) www mycigna.com / 1 a}o.244.6224 www.myclgna com / 1 800.244 6224 'Orthodonlla covered for children up lo age 26 *, For new enrollees to the Cigna OPPO, lhere is a 12-month warlrng penod lor Classes lll. lV and lX seNices (lll Major Services, lV -Orthodonlia and lX - lmplanls). Employe€ Only Employee + 1 Family Cigna DPPO Cigna DHMO Enployee Efl$oy€e 934 03 $ll94 $11.52 $4 34 s22.n $7 60 $2s.s3 $7 44 $39 13 $11 70 Ireot l (Not wdl6561e IAFF baQalnlng unlt lnd plrtdme strploya6) Dental Plan City of Miami Beach l, ll i,f'5lrtrgr Cigna DHMO ln-Netwo* $50 / $150 ctvI It D6r et n ta {24 p6yr.a (6)dio,t8) otv r G?a Vision lnsurance Regular eye examinalions can not only determine your need for correclive eyewear but also may delect general health problems in their earliest stages. Protection lor lhe eyes should be a major concern to everyone Your coverage lrom an EyeMed Provider Outd-Network Up ro $28 Up to $40 up to $38 Slandard Premrum Frames (lrm t one per year) Standard Plastic Lens€s Single Vision Lensgs Biiocal Lensos Trifocal Lenses Standard Progressiv€s Prsmium Progressiw Lenticlilar Contact Lenses Conventional Disposables Medically Necessary Carrier Website Carrier Toll-Free Number $0 10% otl retail, then apply $40 allowance $150 allowance. then 20% discount $10 $10 $10 $10 $10 then 80% of cha.ge-less $120 allowance $10 Once every 12 monlhs $150 allowance, 15% ofi remarnrng balance $150 allowance $0 Up to $18 Up lo $38 Up 1o $56 up ro $77 Up to S77 up to $66 Once every l2 months up to $lm Up to $120 up ro $200 o www eyemedvrsioncare com r.866.299.1358 afI ?( ra Vtrbn-{U Padc$cr h orlc or lh. Clyr llcdcC Pl.!! Ey#SolctYldon ln-Network $0 (Imiled to one examination per year) -I..a EyeMed has teamed up with Amplibn- the world's largest distributor ol hearing aids and servic€s-to prorride you and your lamily an afrordable hearing car€ when enrolled in vision coverage? Visit starthere.oyem€d.com for more details. - a o l L lrt r, I,ln , II E;; Eye Exam (wilh dilation as necessary) \Y I Iil I I it xt Disability lnsurance To prepare for the unexpecled, the City offers the oplions ol purchasing disabilily coverage An increase in coverage rs subjecl lo underwriting, which means that rt is subjecl lo lnsurance carrier approval. Short-Term Dlsability (not available to part-time employees) Sho(lerm drsability insurance replaces a ponion of your weekly income based on your base earnings. Should you be unable to perform the duties ol your position due to an illness or injury that is not work related, the plan replaces 60'/" of your earnings to a maximum weekly benefil of $'1,500 lor an approved disability. Payments begin afler you have been disabled for 14 consecutive calendar days and continue to a maximum of 26 weeks. You are considered disabled il you have an illness. injury or pregnancy that prevenls you kom perlorming the duties ot your position. You must be receiving appropriale care lrom a physician on a conlinuing basis. Your physician must certily you are unable to work and your claim must be approved by Unum, the plan carrier, rn order to receive paymenl. The plan has a 12-monlh pre-existing condition exclusion for any illness or injury for which you received medlcal lreatment. consullalion, care or services including diagnostic measures, or look prescribed drugs in lhe 3 months prior to coverage. Long-Term Olsability (not available to part-tlme employees) This plan replaces 60% ol your earnings to a maximum monlhly bene,it ol $'10,00O for an approved disability. lf you have been unable to work tor 26 weeks or longer, the long lerm disability coverage helps replace some ol your income if you are still unable lo work You must be receiving appropriale care from a physician on a continuing basis and your physician must certify you are unable io work. Coverage conlinues untilyou return to work, reach age 65 or are no longer eligible. The long'term disability plan also provides lraining and job placement assistance The plan has a 12-month pre-existing condilion exclusion for any illness or iniury for which you received medical treatment, consullalion, care or services including diagnostic measures, or look prescribed drugs in the 3 months prior to coverage. Monthly premrum rales (atler taxes) i o Cost p€r each $10 o, weekly benefits (annual salary divided by 52) Age Cost Under 25 S0 37 25-29 $0 40 30-34 $0 37 35 39 $0 35 40-44 S0 38 45-{9 S0 43 50 54 $0 46 5+59 $0 68 ffi $0 87 65 and over S0 99 Short-Term Disability Premium Example: ll your weekly earnings are $1,538 46 and you are 53 years old, the calculation would be $1,538.46 x 0.60 (60'l" benel t) = $923 07 / $10 = $92.30 x $0 46 / 2 = $21 23 biweekly premium amounts deducted wilh the exceptron ol the two (2) premium ho|day payroll cycles each year Long-Term Disability Premium Example: lf your monthly earnings are S4 000 and you are 29 years old, the calculalion would be $4 000 / $100 = 40 x $0 12 / 2 = $2 40 biweekly premium amounls deducled with lhe exception of the two (2) premium hoiday payroll cycles each year Age Under 25 25-29 30-34 35_39 4044 45-49 50 54 5+59 6@ 6H9 70-? 4 Cost $0.09 $0.12 $0.19 $0.30 $0.41 $0 62 $0.8s $1 09 $1.10 $1.43 $1.71 I br II I T II I Jt. -.-E Short-Tom Ollablllty Long-Term Disability o F\ll, - I /lt City o{ Miami Beach Life lnsurance Basic Lite and AO&D: (Not available to employees covered under the FOP bargaining unit and part-time employees) Basic term litg: To ensure everyone has a basic level ol life insurance protection, all employees are required to carry basic life insurance and are automatically enrolled as soon as they are eligible The plan provides a benefit equal to your annual salary rounded to lhe next highest thousand dollars. The City and the empioyee each pay 50% oJ the premium for thrs coverage. Accidenlal death & dismemberment This is a plan lhat pays addilional benefils if you die as lhe result ol a non work- related accident. The coverage provided is in addition to that of the basic lile insurance and all employees are aulomatically enrolled as soon as they are ehgible with the City paying the entue premium. ln case of a non-work-related accidental death, your beneficiary will receive the same amount equal to your basic life insurance coverage. Supplemental Lite and AD&D: (nol available lo parl-time employees) Employee coverage: You may choose to purchase addilional term life and AD&D coverage rn rncrements of $10,000 Your supplemenlal lile election is limiled lo 5limes your annual base pay and when combined wilh basic |fe insurance, your overall coverage amount may not exceed $500,000 The guaranteed issue amount is $30O 000 Evidence of lnsurability will be required il applying for any amount over $300.000 During open enrollment for the 10/1/2019 plan year, Unum will offer guaranteed issue supplemenlal lite insurance for up lo $300,000 to any employee who has not been previously declined lor this coverage. lf you are already enrolled in supplemental life insurance please note that the method in which coverage amounts are calculated is changing lor the new plan year Coverage amounts were previously calculated by multiplying your annual salary by a number (a number between 1 and 5 times). Going ,orward supplemenlal life insurance will be otlered to enrollees in incremenls ol $10.000. During lhis open enrollmenl penod, your exsting supplemental life insurance coverage amount wll be rounded down to lhe next lowest $10,000 unless you elecl lo increase coverage. For example, if your annual base pay is $47,000 and you previously elected 2 times your pay in coverage ($47,000 X 2 : $94,m0), your coverage will be rounded down to S90,000 unless you elecl to rncrease coverage Dependenl coverage: Term life insurance is available for your spouse and dependent children and coverage is bundled, which means thal the coverage you select for your,spouse automalically includes coverage ol $10,000 for each dependent child. Coverage for your spouse is limited 10 5070 of your supplemental lile insurance selection Coverage is subject to underwriting You are responsible lor the entire premium vvhich is deducted kom your pay check afler taxes How much lite insurance do you need? l,,4any financial experts recommend that you have at leasl five to eight limes your household income in lile insurance To calculate what is sufficienl to cover your needs, you must know what lt costs lo maintain your current standard ol living and anticipate your lamily's future needs. Example: Currenl Expenses Future Needs , Morlgage , Child Care , Car paymenls " College tuition , Credit card debt , Retrrement " Other debt " Routine household expenses Age Under 25 25 29 30 34 3+39 4044 45-49 50 54 55'59 ffit 6H9 70 and over Cost $0 091 $0 086 $0 100 $0 130 $0 190 $0 295 $0 480 $0 765 $1 014 $1 583 $2 750 o Employees elect coverage for spouse which includes $10,000 benefit for each child Biweekly deduction (atter taxes) Spouse Biweekly Lite lnsurance Etection Eacn unllo Premrum $20.000 $10,000 sr 00 $30.000 $10,000 $r s0 $40,000 $10,000 $2 00 $50,000 $10,000 s2 50 Supplemental Lite Premium Example: ll an employee age 52 has an age-banded rate ol $0 48 per $l 000 ol volume and elects $50,000 in Supplemental coverage. the premium calculalion would be $50 000 / $1 ,000 = 50 x $0.48/2 = $12 biweekly premium amounts deducted with the exceptron ol the two (2) premium holiday payroll cycles each year Supplemental Lite lnsurance D.p.rxtent U{e lnrurlnoe o [J,lrt II[r, , F I tll I i I a Pet lnsurance - a I fl 90% back on vet bills Visit any vet, anyrYhere Exclusive to employees, not available to the general public Same price for pets of all ages Best deal: average savings of 30% over similar plans from other pet insurers My Pet Protection helped these pets'parents keep their bank accounts in the black ! o ItrI tI I Discover the greatest pet insurance benefit ever offered. Qp my pet protection' 1250 .2,t65 rl3l3 .t,lr2 o TI Nationwide'PetsNationwide.com I I I I Iq t, t:a I \ t n .l i IE '!1., My Pet Protection is offered exclusively to employees and gives your pet superior protection at an unbeatable price. r2,o8:l L@.}'foidm[n,bD..dor n I rtrt5 .t,:tao Sign up multiple pets with individual plans and receive a discount'for even more savings. City of Miami Beach rr I 9.v p"t Accldents. rncludrng porsonrngs and allergrc reactions lnjutla3, includrng cuts, sprarns and broken bones Common lllna.3t!, rncludrng ear rnfections, vomiting and diarrhea Serlout/chionlc lllnesrai, including cancer and drabetes H€redlt ry and congenrtal cond(rons Surgl.dca and hosprtalazatron X-raya, l.4Rls and CT scans Prasatlptlon medlcrtlont and therapeutrc drets pr€-existrng conditions emergertcy boarding, lost pet advertising and more : 'Any illners or iniury that youi pet had prior to the rtart of your policy will b€ consicr.r.d a pre-€xlsting condition. preventrve care coverag€ rs avaalable for checkups. strota and more through My P€t ProtectDn with Wellness Easy en ro llme nt (J o helpline Avarlable to all pet rnsurance members Un|m ted. 2417 access to a vetennary professronal ($l5O value) Only from Natronwrde' Get your pet rnsuranc€ rermbursements deposrted drrectly to Subrn,t clarms nght from your shartphone wrth the free Vrtusvet app EmBrl fax and snarlmar .iarm submr5srons also ava lable TI Save some bones on vet bills with My Pet Protection from Nationwide. I aI -t a -I 1I[ f 7# Z Plck your ., planIScl€ct th€ rpedar (doe a crt)' Prorride you. zip code My Pet Protection' is available exclusively through your employer. Enroll online today-it's quick and convenient. PetsN.tlonwlde.com Nationwide'o aa lt I:tr,iIIt , I H,Itt / L. \-N ,1, a [- , T -r1D A 2 lt I I1it Employee Assistance and Work-Life Program (EAP) -I tt , We're here to listen. Contact us any day, anytime. Ca 877.622.4327 Or log in to myoigna.com. Employer lD: miamibeachf (Needed for initial registration only) lf already registered on mycigna.com, simply log in and go to the EAP link under the Reviow My Coverage tab. ::',?l t )r:Cigno I As an employee of City of Miami Beach you have acc€ss to the valuable Cigna Employee Assistance Program (EAP)at no cost to you. o EAP personal advocates willwork with you and your household tamily members to help you resolve issues you may be facing, connect you with the right mental health protessionals, dir6ct you to a variety of helpful resources in youl community and more. Take advantage of a wide range of services offered at no cost to you , 5 face-to-face counseling sessions with a counselor in your area. as wellas video-based sessions- ) Lagal laslattnca: 30-minute consultation with an attorney, face-to-face or by phone.' ) Flnancirl: 30-mrnute telephone consultation wrth a qualified speciahst on topics such as debt counse|n9 or planning for retirement. ) Plrantlng: Resources and referrals for childcare providers, before and after school programs. camps, adoption organizations, child development, prenatal care and more. ) Eldarc!rc: Resources and referrals for home health agencies, assisted lrving facilitres. socral and recreational programs and long'drstance caregrvrng ) Pot cri€i Resources and referrals for pet sitting. obedience training, veterinarians and pet stores. , ld.ntlv thotk 60-minute consultatron with a fraud resolution specrahst. I HOW CAN WE The Cigna Employee Asslstance Proglam (EAP) has you covered. a I o Together, all the way. City of Miami Beach II-t l:a lrm 1 t Tt -q z r---------------!GJ/,l \ 7\ L-,J !rt h ra \ HELP YOU TODAY? -- L.! I\ 7 v tIItil lIiI I I T I III l ala Legal Services Have your own Attorney on retainer lor less than the cost of a cup of coffee a dayl The Prelerred Legal Plan, a Miami-based plan, is a licensed legal expense organization providing its members with service and representation on all types of legal services. , Access lo hundreds of attorneys jn Miami-Dade and Broward Counties , Provides assistance with all types of legal issues , 2417 service for entire household , Free notary services , Free simple Wills for member and spouse , 40%-70% reduced legal lees for atlorney represenlalion , Tri-lingual attorneys , Unlimited, immediate use ol membership. All pre-existing issues covered , No long{erm contracts. You may cancel at any lime. 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B'each Noni'cll'ons C.ed( Checxr! e Se'gs &.@d A.tvrry Alerr: l.r 7 Lve MenDe, srMr u.s 46sed bemiv tuio.dis sp€ci.llns slols Funds Re'mbuerenl Co€.g€ rq L.iillers rnd Elp.rr3' Pe,s.n6l &pense Comp€nsat on h\re<trErlr &co.i Adhrly Aens' Special employee benefit rate starting as low as One-Bureau Annu.iCred'l Reo()n & Credr Scde rh. (.6i Ed. Eov'a.a E ! \6tuC.S<d. 3 o .'.di <d.D.d6te.,.ltlol,ld0d.4fi'y.,'gdl}9..oltdl<c'Idd.*!ryr)@.d,.rdt,peorCl.dt(d.b.syd,.,.<,fu.,I6 Th.ee€urea! Artuar C,edn e€pods A Cred{ S.d6'rh. od rds udvd.d ,. v..r.9.s(d. I o o€dr <d6 b.r.d 6 dd! n6 E{rr& €rye ia LEUi6,6Bht IrY6Ece,Iw <d6 r'6 r. n4t lo e . drsed ryp. .l ('.dr <q. ro.slayq,.[d.rqlh6 One.Bure3! Mo.rh y Cr edrr s.o'e La.r.q eeke.Io.ead <oi. b.dmEat,atd,lrh.dFc d(.di!<d6!n ,e *€t b @ . rrre,dtyE o. c'@i SE N4I- NTONTHLY Based on semr monrhly deduction tor Ldelock Be.eril €l(e se.vr.e. ehPloyee only B.n* accoum Trkeover Aens' Fie.Sh8nnq Nen{dk Sear.h€s 5€r Onsxrei Registy Re9dts F' , rvi4TLvrM,{ihn' Sro. F Supplemental lnsurance With Colonial Lile producls: . Coverage is available for your spouse and eligible dependent children (with most plans) . Benefits are paid drrectly to you. unless you specity otherwise. . You can continue coverage when you retire or change jobs, with no increase in premiums (with most plans). . You may receive benefits regardless ol any insurance you may have with olher companies (with most plans). Everyone's benefil needs are diflerent. Thal's why it's important to choose the benefits that are righl for your personal situation. Complete this page and bring it lo your personal, 110-1 benelits counseling session. At the session, you'll learn how these producls fit into your overall benelits package and how they can help protect whal you've worked so hard to build. :- Accidenl insurance - Helps of,set unexpected medical expenses, such as emergency room lees, deductibles and copaymenls that can result lrom a lracture, dislocation or other covered accidental injury : whole Lile insurance - Enables you to tailor coverage for your individual needs and helps provide linancial security for your family members. - Cancer insurance - Helps offset the oulof-pocket medical and indirect, non-medical expenses related to cancer that most medical plans don'l cover. This coverage also provides a benefit lor specilied cancer-screening tests. - Cnlical illness insurance - Supplements your major medicalcoverage by providing a lump-sum benefit you can use to pay the drrecl and indrrect costs relaled to a covered critical illness, which can otten be expensive and lengthy. - Hospital conlrnement rnclemnriy rnsurance - Provides a lump-sum benelit for a covered hospital conlinemenl or a covered outpatieni surgery to help with copayments and deductibles that are not covered by mosl major medical plans. As a benefit-eligible employee, you may choose kom a variety of supplemental benefits. These benefits are meant to provide an opportunity lor you to custom-design a benelit package that fits the needs of you and your family Colonial Lile counselors will help you decide whal programs are most suited to your individual requrrements, how they work and the costs associated with each. Contact us at 866.612.(X)O5 or !v!vw coloniall le corn. coloniil Lrfe o Moking benefits count o City ol Miami Beach ll I -]t lf lr II I \ ,I l,' f, ll ?,k TE,lr Contact lnformation ll you have specific questions about a benelit plan, please contacl the administrator listed below, or your local Human Resources deparlment. Medical, Rr Medical, Vision Medical, Dental, Vision HSA Cigna FOP HealthTrusl IAFF HealthTrust w\rw myctgna com garykluger@miamibeachf op.org www tlitf com www. hsabank com M.244.6224 954.663.3796 954.683 3866 800.357 6246 800.357.6246 8N 244.6224 866 299.1358 800.421 0344 800.421 0344 866.917.2555 888.577.3476 877 622 4327 877 .738.787 4 866.612 0005 Gene.al & Unclassified FOP IAFF General, Unclassilied, FOP & IAFF General, Unclassified, FOP & IAFF General. Unclassified, FOP General & Unclassified General, Unclassif ied. FOP & IAFF General, Unclassilied, FOP & IAFF General. Unclassrfied FOP & IAFF General, Unclassified, FOP & IAFF General, Unclassif ied. FOP & IAFF Generai, Unclassilied, FOP & IAFF General Unclassilied, FOP & IAFF FSA Dental Plan Vision Basic/Supplemontal/ Depgndent Life lnsurance Shon-Term/ Long-Term Disability lD Theft Proteclion Pretened Legal Employ€o Assistancc Phn (EAP) Discount Pet lnsurance HSA Bank HSA Bank CLgna DPPO and DHMO Dental EyeMed Vision Plan tlnum LileLock Drscount Lega Servrces Crgna Behaviora Colonral Life www.hsabank.com www.mycigna com www eyemedvisioncare.com wwlJv.unum com www.unum.com hltp //ctyolmlamrbeach excels orenroll.com www.pref elledlegal.com www.mycigna com Employer lDr mramibeachfl www.petinsurance com/mEmibeachf I www co on alrle com O Salaiy Gmup(i)Benefil Pbn Phone Retirement Solutlons Plan Phone tfllt lb/Endl SteryCrorp$ Nationwide Betirement Solutions 457 Delerred C,ompensation Plan (plan code 0036817) 401 (a) RotirEment Plan (plan code 013t2677) OBRA (dan code 0036817m2) ICMA-RC 457 Dslercd Compensation Plan (plan code 3,03294) .l()1(a) Retir€ment Plan (plan code 1 0921 9) Roth /O1 (plan crde 705588) Geogral and Unclassifi ed Pension Fire and Police Pension Human Resources Department 1 700 Convent on Center Drive. N.4iamr Beach. FL 33139 Iel. 3O5.673.7!t24 I Fax 305.673.7023 877 677 3678 BeliremenlPlans 90A.7722182 877 677 3678 RellrementPlans 800.326.7272 www rcmarc org Bet rement P an 3OS 673 7437 www.mberp com Fletirement Plan 305.673 7039 General Unclassilled FOP & IAFF Genera Unclassried, FOP & IAFF Genera & Unclass ired wwwmiamibeachf L.gov/city hal / fire-police-pension/FOP & IAFF o I( I I I I l It f IJl il br'I- Webslte/Emall Voluntary Benefits Unum Natronwrde I F Notes o o I City of lvliami Beach I I h\ ll ll a.!--a--ir ,TT ,r. A?A ".,:!- o This bcneft sutnmary prepared by G) Gallagher lnsurance Risk Management I Consultin ,o \ 1 Nr t' -] ,.f,, a 1 ,i ,\..;a!l t il \p h t{ I -, . r!l,F' AAIAAAIBEACH I '-' Jl- .1 {*' I 1 I fffr l- li n LI \f l?I ---::=---=:- Oreanizational Develo pment Performance lnitiativeso o O o o o o o AN EDUCATION COMPACT BETWEEN MIAMI.DADE GOUNTY PUBLIC SCHOOLS AND THE CITY OF MIAMI BEACH Following the blueprint established by the formation of the Education Compacts between Miami-Dade County Public Schools (District), and other local general purpose governments, the District and the City of Miami Beach (City), will now partner to bring together each organization's collective resources for the greater benefit of both the students and the citizens of Miami Beach. Located on a barrier island in Miami-Dade County, the City, incorporated in '1915, encompasses approximately 7.1 square miles and is home to 6 District facilities including South Pointe Elementary, Fienberg Fisher Elementary, North Beach Elementary, and Biscayne Elementary, Nautilus Middle, and Miami Beach Senior High. With a population of over 93,000, it is the destination of over 7 million tourists annually and the hub of the County's hospitality and tourism industry. ln recognition of the fact that /f Iakes... the commitment of the District and the City to raise academic achievement, and recognizing the importance placed on education by the residents of Miami Beach, the District and City seek'to codify an Education Compact to build on existing programs and innovatrve ideas which will enhance the lifelong educational opportunities for the entire community. Therefore, through this agreement we will strive to meet the educational needs of each child and enhance the learning opportunities for all. This Compact was developed with significant community input and reflects the desire of the Miami-Beach community to support excellence in their schools and an investment in the overall enhancement of educatjon for its residents. lt is recognized by the District and the City that this Compact represents goals and objectives which are consistent with the long term strategic plans of each entity and it is understood that as such goals and objectives evolve the terms of this Compact may also be modified over time. The areas of focus in this collaboration include: teacher recruitment and retention; enhanced communication of educational and community events; family/parental involvement in education; community/business engagement, enhanced student health and well-being; improved student achievement; school safety; and technology access. The initial major activities, intended outcomes, and measures associated with each of these major focus areas are outlined below. Teacher Recruitment/Retention Activities The District and the City will collaborate to develop a supplemental incentive program for teacher recruitmenvrelention in Miami Beach schools. The City component of the program will focus on encouraging incentives which may include discounts, mentoring, training, and tickets to public events. Mentoring and training opportunities will be least disruptive to school staffing needs, with schools providing coverage (as applicable) for staff to particlpate. The District will provide support for the City program which may include but not be limited to invitations to participate in District recruitment events and posting of City sponsored incentives on the District's recruitment webpage. o Page I of 10 The District will make available to the City all instructional staff recruitment and retention statistics and data for Miami Beach schools and districtwide which !s considered public information. The District will make available to the City all survey data pertaining to teacher satisfaction levels (in particular key drivers for recruitment and retention) on a regular basis, segregated by each Miami Beach school where possible. . Maintain teacher recruilment and retention at or above districtwide levels.. lncrease teacher satisfaction rates for City of Miami Beach schools.. Enhance access to workforce and affordable housing. Measures: o o Number and percent of Miami Beach school staff participating in various incentive programs provided by the City; Number and percent of Miami Beach school staff participating in mentoring and training opportunities sponsored by the City; Percent of Miami Beach school and District school personnel that indicate they agree or strongly agree that they like working at their'Miami Beach'school; Miami Beach school instructional personnel retention rate compared to districtwide retention rate; and Miami Beach school instructional personnel vacancy rate compared to districtwide vacancy rate. Number of instructional personnel utilizing workforce housing options available through the City Page 2 o'f 10 o The City will support the District's efforts, those of other stakeholder groups and districtwide initiatives that address the housing needs of teachers and non-instructional staff. ln the event the City develops a program to provide workforce housing and/or housing support for "essential personnel," the incluslon of public school teachers and/or other public educational personnel will be explored. Key lntended Outcomes: o Commu nlcation Activities: The City will work with the Dishict to disseminate information related to educational opportunities and activities by placing information in strategically located kiosks. Collaborate to enhance education-related communication to the City's residents by developing an education page to be included in City's website with links to the Beach schools, providing access to the City's cable TV programming, and space in the City's newsletters and magazines in order to disseminate information on Miaml Beach's schools. The City will work with the District to support a Student Expo that will highlight Beach school offerings and student achievements. The City and the District will endeavor to collaborate on legislative agendas in support of public education. Provide regular briefings of the School Board and City Commission regarding the status of the implementation of this Compact and other issues of interest. Key lntended Outcome: . lncrease community access to Miami Beach school and District information Measures: . Number of District legislative priorities supported by the City; and. Number of educationally-related articles/ads disseminated through City- sponsored communication methods (magazines, newspaper, television). o The District will make available to the City all parent satisfaction survey data on a regular basis, segregated by Miami Beach schools where possible, and the City may conduct similar surveys with the assistance of the Dishict, including findings on key drivers for satisfaction, subject to any approvals which may be required from the District's Research Review Committee. o Page 3 of 10 Parental lnvolvemenUFamilv Suooort^/outh and Communitv Enqaoement Activities: Through The Parent Academy (TPA), interested City personnel will be provided with training by the Diskict regarding use of the District's newly launched Parent Portal and other electronic resources available through the District . The Diskict will support the City's Service Partnership (service program that partners community agencies) via partlcipation in the governing board, provision of referrals to the program as appropriate, recruitment of students for employment opportunities, and assistance in the collection of qualitative data to measure success, subject to parental consent. Key lntended Outcomes: Parent satisfaction rates for each Miami Beach school; Number of hours provided by City for City employees to attend teacher conferences etc.; Number of parents from Miami Beach schools attending Parent Academy programs; and Percent of students referred by school personnel to the Service Partnership that obtain employment. o o Page 4 of '10 o The City will work with the District to foster local business support for education, including the implementation of employee programs which encourage parent participation in schools. As an example, the City will encourage local businesses to model the City's commitment to parental involvement by developing an employee policy that would allow for employee release time to participate in designated early release day parenVteacher conferences (max. 3 per year) and would provide access to computers for employees for the purpose of accessing the District's Parent Portal to obtain information regarding the employees' children's academic progress. The District will provide confirmation form for employee participation in parenUteacher conferences. The District will focus on Miami Beach parents by creating a City-based model of TPA uslng City facilities and other community sites. . Ensure Community access to educational information.. lncrease accessibility to family/individual support services. Measures: o The District will maintain health clinics (nurse practitioners and/or registered nurses) at Fienberg Fisher Elementary, Biscayne Elementary, Nautilus Middle School and Miami Beach Senior High School, subject to continued available funding, and will work with all Miami Beach schools to coordinate visits from the Health Connect on Wheels service (as available) or simllar service to schools and/or Miami Beach recreation centers. The District and the City will collaborate to deliver information regarding health and wellness education, prevention and intervention strategies regarding nutrition, physical activity levels, and health maintenance in accordance with the Distrlct's Wellness lnitiative. The City will explore the development of a middle school-level afterschool program. The District will collaborate with the City by assisting with the recruitment of students, includjng providing space wilhin District-owned facilities as needed, and exploring expanded transportation options for participating students. District will explore the expansion of fulltime nurse practitioners and/or registered nurses at schools without health clinics, subject to available funding. Key lntended Outcome: Measures o Percent of Miami Beach schools scheduled for Health Connect Mobile provider (or similar service) August through June; Number of Health Connect on Wheels mobile unit visits (or similar service) to non- clinic Beach schools and recreation centers; and Number of schools with health clinics (Nurse practitioners and/or registered nurses) through School Health Connect and/or equivalent Student Achievement Activities: o Health and Well-Beinq Activities: lncreased health and well-being of students. The Distrlct will make available to the City all student survey data on a regular basis, segregated by Miami Beach schools where possible, and the City may conduct similar surveys with the assistance of a District Educational Evaluation single point of contact, including findings on student ratings of self-esteem and sense of community. All research is subject to approval by the M-DCPS Research Review Committee. Page 5 of 10 The District will identify and pursue implementation of best practice strategies to increase the graduation rate at Miami Beach Senior High School (MBSHS). The City will work with the District toward the creation of an internship initiative with Miami Beach City government to provide internship opportunities (as appropriate) to MBSHS studenls based on parameters within the District's Secondary School Reform plan. The City will work with the Dishict to support the creation of a speaker's bureau for Miami Beach schools to provide teachers with access to speakers on specialized topics. The Diskict will encourage the greater use of school facilities after-hours to support community based programming for youth. The District will explore avenues to enhance counseling and teacher-to-student ratios. The City will negotiate where possible culture/arts contracts to include access to programs by schools. The District wlll provide a dedicated Curriculum Coordinator staffed to the feeder pattern to arrange for arts/culture utilization during school hours and after-school hours and alignment to curriculum. Currently available City cultural offerings for students include access to programs at the Bass Museum, Botanical Garden, Byron Carlyle, Colony Theater, Fillmore at the Jackie Gleason, Wolfsonian, Convention Center, Jewish Museum, 1Oth Street Auditorium, Little Acorn Theater, Arts in Public Places, New World Symphony Campus (TBD), and various festivals/events- The City will support the small learning academies at the Miami Beach Senior High School by providing City advisory board participants no more than once a month and the District will provide training to City staff related to interdisciplinary teach ing/learn ing teams, relevant cu rriculu m/instruction, inclusive programs/practices, contrnuous program improvement, and building community support. Anticipated academies at Miami Beach Senior High School may include, but not be limited to Business, Management, and Administration, Hospitality and Tourism, lnformation Technology, Public Service and Security, Visual and Performing Arts, Communication and Digital Media, Marine and Environmental Science, Foreign Language and Humanities, lnternational Baccalaureate, Scholars Academy, and Education and Training Services. o o Page 6 of 10 o o o The City and District will collaborate to implement an lnternational Baccalaureate (lB) program within the Miami Beach feeder pattern. The City agrees that it will provide funding for the implementation at Miami Beach Senior High School and Nautilus Middle School in an amount not to exceed $155,000, and for Fienberg-Fisher Middle Years Program in an amount not to exceed $ 68,000. The implementation of the lB program with the Miami Beach feeder pattern is as follows: o The District will immediately initiate the application process for the lnternational Baccalaureate Program (lBO Diploma Program) at Miami Beach Senior High School (MBSHS) by submitting the lnterested Schools Form (October 2007), Consultant Request Form (if applicable by November 2007), Application A (March 1,2008), Application B (June 1,2008), Site Visit (Fall 2008), and Authorization (Spring 2009). o The City will assist the District in discussing funding or other support from the Miami Beach Chamber of Commerce or other appropriate organizations for annual fees, teacher training, Diploma Program (DP) Coordinator supplement, exam registration (per student), per subject exam fee/shipping, and books . o The City will provide resources for the IBO Diploma program rollouts including funding for the feasibility study (if applicable), application A, application B, and professional development costs including registration, travel and expenses for instructional staff as applicable prior to full implementation of the program at MBSHS. o The Distrrct will immediately initiate the application process for the lnternational Baccalaureate Middle Years Program (lBO Middle Years Program) at Nautilus Middle School (NMS) by submitting the lnterested Schools Form (October 2007), Application A (May 1,2008), Application B (June 1,2009), Authorization (Fall 201 0), and Evaluation (Spring 2014). o The City will assist the District in discussing funding or other support from the Miami Beach Chamber or other appropriate organizations for annual fees, teacher training, Area of lnteraction (AOl) Leaders supplements, Middle Years Program (MYP) Coordinator supplement, books, and extra teaching periods supplements (as applicable). o The City will provide resources for the IBO Middle Years program rollouts including funding for the feasibility study (if applicable), Application A, Application B, and professional development costs including registration, travel and expenses for instruclional staff as applicable prior to full implementation of the program at NMS. o The District will immediately initiate the application process for the lnternational Baccalaureate Middle Years Program (lBO Middle Years Program) at Fienberg Fisher grades 6-8 by submitting the lnterested Schools Form, Application A, Application B, Authorization, and Evaluation.o Page 7 of 10 o The City will provide resources for the IBO Middle Years program rollouts at Fienberg Fisher 6-8 including funding for the feasibility study (if applicable), Application A, Application B, and professional development costs including registration and travel expenses for instructional staff as applicable prior to full implementation of the program at Fienberg Fisher grades 6-8. o The District and City will pursue the development of an lB program at the elementary school levels over the next 2 years, including development of implementation funding requirements. Funding requirements will be presented to the City Commission for approval. Further, as part of the feasibilily review for the implementation of a Primary Years lB program, the District and the City will reach out to its neighboring cities including the Town of North Bay Village and Bay Harbor lslands in consideration of the location of the schools within their borders. The City and District will seek to collaborate on grant development opportunities in order to maximize the pool of available resources to serve the City's schools and residents. Types of grants pursued will include, but not be limited to those supporting student academic achievement, literacy, physical activity and fitness, social skills building, family involvement, and health and well-being. o o Key lntended Outcomes lncreased academic support and achievement. Increase academic enrichment. Pursue collaborative grants to support youth academic needs and academic support citywide. lncreased number of graduates exposed lo external experiential activities including meaningful mentorships and/or internships. . Percent of high school students graduating who entered Miami Beach High in the gth grade year;. Number and percent of high school target population participating in City-sponsored internship program;. Number of high quality internship opportunities made available to the Miami Beach students by the City;. Number of City employees that are registered mentors and providing services to Miami Beach students;. Number of speaker hours provided by City'experts' to schools on specialized topics in support of the speaker's bureau;. Allocation per fulltime equivalent student;. Number of sludents enrolled in the lB program by school;. Number of Miami Beach schools receiving a state accountability grade of A or B;. Number of attendees by school to City-sponsored/su pported cultural activities during school hours and after-school hours;o Page I of 10 Measures: Number of City management staff actively participating in School of Business and Technical Arts, School of Creative Arts, and School of Liberal Arts smaller learning academies in advisory board roles; Number of grants and amount of funding secured through collaborative efforts to obtain grants supporting youth and public education; and Number of students completing a City-sponsored internship. o Safetv Activities: o The Dishict and Clty each will designate a Police Department liaison to coordinate security and safety related activities for Miami Beach schools and to explore joint training opportunities for personnel involved with safety issues at all Miami Beach schools. Key lntended Outcome: . lmprove safety and/perceptions of safety at schools in City. Measures: . Parent, student and District perception ratings for school safety. Technoloqv Activities: The District and City will collaborate to identify additional avenues for student access to technology and the District will provide opportunities for technology training at school sites for parent(s)/guardian (s). o Page 9 of '10 To the extent the City maintains a free WiFi network Citywide; the City will provide free WiFi access to support home access throughout the community and will provide access to discounted computer equipment to all residents; helping to reduce the digital divide. Key lntended Outcome: . lmprove youth and parent access to technology Measures: . Number of Miami Beach homes with technology enabling youth to access WiFi; and. Number of opportunities for technology training at school sites for pa ren t(s )/g ua rd ian (s). The adoption of this Education Compact between the City of Miami Beach and M-DCPS establishes a pact to continually strive to promote excellence and relevance in educalion in the City's schools and community at large by joining forces for the greater benefit of both the students and the citizens of Miami Beach. The City and the District agreed that any more favorable position provided in any other District Education compact will be offered to the City of Miami Beach for consideration. o o Page 10 of 1 0 o o o lN WITNESS WHEREOF, the Parties have caused this Education Compact to be executed in their names by their duly authorized officers and the corporate seals to be afflxed all as of the day and year first above written. /0*J or_-,- WITNESSETH we have set our hands and seals hereto on this..L,u"-"- .2008. THE SCHOOL BOARD OF MIAMI. DADE U , FLORIDA )//fu* BY: _--) BY: Name: Rudolph F. Crew Title: SuperintendenUDesignee THE SCHOOL BOARD OF MIAMI- DADE COUNTY, FLORIDA Tifle: School Board Attorney BY: Name: Title: Perla Tabares Hantnan Vice Chair, School Board APPROVED AS TO FORM AND LEGAL SUFFICIENCY: BY: .- -- |Name: rr ., 1,t*rup /-) -( r'-c> BY: Name: Title: Agustin .J. Ba rrera Chair, School Board ATTEST: BY: CITY OF MIAMI BEACH, FLORIDA BY: Na Jo Go nzal eze Title:City Manager BY: 11qJng. Matti H. Bower Title: Mayor ATTEST )(BY:b Name: Title: .'lose Smith City Attorney sc! o AO€c o u,A-AAIAAAIBEACH APPROVED AS TO FORM AND LEGAL SUFFICIENCY:--) Title: City Clerk o o o o o City of itiomi Beoch, I 700 Convenlion Cenler Drive. Miomi Beoch. floldo 33 I39. ww miomibeochfl.gov Project Name: Education Compact ln January 2008, the City began the implementation of the Education Compact, an agreement between Miami-Dade County Public Schools (M-DCPS) and City of Miami Beach to improve and enhance K-12 public school education in Miami Beach. This agreement includes Teacher RecruitmenvRetention, Parental lnvolvemenvFamily SupporyYouth and Community Engagement, Student Achievement, Health and Well- Being, Satety, and Technology Access. City has multiple partnerships to enhance opportunities for all lvliami Beach youth and improve opportunities. Below are programs, cost and approximate number of youth participants annually. FY 2019/20 Protram Title GeneralIund tdu(ation Compa(tl lrof parti(ipantt Antioefamaion League - "No place for Hate" Mental Herhh Common Threads Program Math rnten€ntioni5t5 Voluntary Pre{inderganen for one Elers at gEaayn€ Elmt. lnternational Baft alaureate Readrng I nten entionists Enra(urrkular Adlvitrer for Fienberg Fa5her/Br$ayne/MBSH YouthlobFair DruS-Preventlon-and-rnterwnlDn Program Colh8e Prep ProBram / Materials Agendas MlamFDade Colle8e Dual Enrollment FIU Dual[nrollment STEAM Plu5 Program uttle Xdr Ro(l Fron SaEfie Total tdlxrtloo lnld.ltvt3: 7ffi 2105 350 & 2l 90@ 321 457 2300 21m 500 7500 13 825 4251 7500 750o 7 s s 28 ! 5 32s Revenueg 580 1 251 CrE ram Coord. . rft. !alane5, b€nefils, etcSchoolRelource 9r 209 6r.nd Tot.l Totalpoli.e Offi(ers within Miami Bea(h 5(hools: Total Guards: 7,0m 25,0m 2,000 m,000 4,0m 20,000 35,000 50,000 50,000 60,0@ r,000 6,000 12,500 r8,0@ 28.0@ 62,m 378.000 24,0m 13.5@ 5@O 1€.000 6r.m0 217,m0 1,034.000 Fourte€n S.hool Crorring Guard5 - ncl. 5alene9, beneffts, ei( One (l)Sergeanl - nc. ralary, benefr$, erc. Sll (6) Police Officerr - nc. ralaneg. benefrlr, elc Parl(lng 6arage Advenrsementr wastehauhrs ContnbutDn MDmi Beach chamb€r of Educatlon 250,0@ 75,000 10,000 ! Total lo ,,\AIAAAIBEACH Project Summary: Education lnitiatives Anti-Deramation League (ADL) will provide live A WORLD OF DIFFERENCETM Anti-Bias and Diversity Training Programs at all Miami Beach public schools during lhe 2017-2018 school year. Mental Health - 2,105 youth have received support services in the 2018-19 school year from the City lunded Licensed Clinical Social Worker in all Miami Beach leeder public schools for 5,426 psychosocial issues, a 49"k and 65% increase, respectively. Common Threads Cooking for Life program includes Small Bites curriculum, Cooking Skills and World Cuisine lessons, Family Cooking lessons, Parent Workshops, and Healthy Teacher Trainings for 350 youth. Math lnterventionists provided a total ol 493 hours ol educational intervention services for children between grades 6th to 12th at Miami Beach Senior Hlgh School and Miami Beach Nautilus Middle School with a 27o improvement Voluntary Pre-Kindergarten program funded by the City secured a VPK class at Miami Beach Fienberg Fisher K-8 and Biscayne Beach Elementary. Both VPK classes are at the capacity of twenty students with two teachers. lnternational Baccalaureate - lB Diploma Program at lvliami Beach Senior High School has grown 60 percent, with an anticipated 88.0 percent ol eligible student attaining the prestigious and internationally recognized diploma in 2019, one of the highest percentages of lB Diploma graduates in a public school in the nation. Reading lnterventionist lnitiative provided a total ol 828 hours ol educational reading intervention services lor children between Grades K to 8rh at North Beach Elementary, Miami Beach Nautilus Middle School, Biscayne Beach Elementary, Miami Beach South Pointe Elementary, and Miami Beach Fienberg Fisher K-8 Cenler. For an average 23.3ok improvement. Extracurricular Activities lor Fienberg Fisher/Biscayne/MBSH - A total ol 457 students enrolled in the free City after-school enrichment programs lacilitated by the Chief Learning and Development Of{icer at Biscayne Beach Elementary and at Miami Beach Fienberg Fisher K-8 Center for the 18/19 school year Drug Prevention and lntervention Program - provided 4 sessions where parents and guardians atlended a session with 50 parents participating and 20 sessions were provided to 2,100 youth at Miami Beach Senior High School, Miami Beach Nautrlus Middle School, and Miami Beach Fienberg Fisher K-8 Center. College Prep Program/Materials - 500 youth using program as of September 2019. ln 2018, student usage at Miami Beach Senior High School was 7,636 PSAT/SAT completed activities, and 12,966 completed ACT activities. Miami Beach Senior High School is currently enrolling youth in Prepworks and has maximized utilization. o o o Youth Job Fair - Thirty-two (32) youth were hired as a result ol the May 2019 youth job fair al Miami Beach Senior High School hosted by The City of Miami Beach. Youth job fairs took place in November 2018, January 2019, May 2019 and November 20'19 at Miami Beach Senior High School with over 1 ,000 youth participating. o o Miami Dade College Dual Enrollment - the City has partnered with l\/iami-Dade College to increase dual enrollment offerings to ninth and tenth graders at Miami Beach Senior High Schools and eighth graders at Miami Beach Nautilus Middle School. Miami Beach Nautilus Middle is one ol three middle schools in [,4iami Dade County Public Schools otlering dual enrollment in the district. Overall '1,970 students have participated in Miami Beach funded Dual Enrollment classes since the partnership began which resulted in an $1,623,111 savings lo lvliami Beach families. Florida lnternational University Dual Enrollment and I\/iami Dade County Public Schools to increase the dual enrollment program 267y" fiom 6 courses in the 2014-15 school year to 22 courses in the 2018-19 school year, with an additional increase in the number of classes by 250% {rom 10 classes in 2014-15 to 35 classes in 2018-19 school year. STEAM Plus program will deliver unique programming as created by the Bass, the Miami City Ballet, the New World Symphony, the Jewish Museum, the Wolfsonian, and Young Musicians Unite to six (6) of our public schools. Over 2000 children will be impacted at every grade level Youth Commission - Organized and served as liaison for Miami Beach's first Youth Commission. ln September 2016, Miami Beach Youth Commission was designated to provide the youth of Miami Beach with a vehicle to learn about government, participate in the process of City government, represent and articulate the needs of youth in the City, and provide recommendations to the lvlayor and City Commissioners on issues and programs affecting the youth and teen population in the City. Student Expo - Organized the 1oth Annual Student Expo for 500 families to improve lnternational Baccalaureate program awareness and showcase City youth - November 2018. a Agendas - student planners are provided to enhance communication between parents, students, and teachers in partnership with each school PTSA. Little Kids Rock to bring culturally relevant music education to Biscayne Beach Elementary School, l\/iami Beach Nautilus Middle School, and lvliami Beach South Pointe Elementary School. Frosl Museum of Science - The Phillip and Patricia Frost Museum of Science and t\il-DCPS to bring stemJocused, hands-on educational programs to Miami Beach Senior High School, Miami Beach Nautilus Middle School, Miami Beach Fienberg Fisher K-8, lvliami Beach South Pointe Elementary School, Nodh Beach Elementary School. a o o Parkingo o o o o o o o OFFICE OF THE CIry MANAGFR Lrc # 381-2019 LETTER TO COMMISSION TO: FROM: DAff: SUB]ECT Mayor Dan Gelber and Members of,lhe Jimmy L. Morales, City Manager 1 July 5, 2019 \r Collins Park Parking Garage -Liberty Avenue Closure The purpose of this Letter to Commission is to provide information to the Mayor and City Commission regarding the status of the Collins Park Parking Garage Project and the upcoming closure of Liberty Avenue between 22 and 23 Streets on July 9, 2019, to allow the construction of the new Collins Park parking garage and pedestrian promenade. On March 8, 2018, pursuant to the Design/Build agreement between the City of Miami Beach (the City) and KVC Constructors, lnc. (KVC), the first Notice to Proceed (NTP1 ) was issued for the design and permitting phase of the Project, scheduled to be complete within 241 calendar days of the NTPI . During this phase, the City also authorized preconstruction work including the demolition of the existing one.story structure, site remediation and foundation construction. Upon issuance of the full Building Permit, anticipated on July 8, 2019, the City will issue the second Notrce to Proceed (NTP2) with the construction of the garage and right-of-way improvements. The project encountered delays outside of the City's and KVC's control. Therefore, the project is now scheduled to attain substantial completion in May of 2020. The project delays encountered included the lengthy review process by Miami-Dade County Traffic Engineering Division on the approval of the new trafflc study, Miami-Dade County Department of Regulatory and Economic Resources, Department of Environmental Resources Management (DERM) permitting process for the cleaning, removal, groundwater rernediatron and revised dewatering procedure associated with the five (5) one thousand gallon petroleum underground storage tanks that were unexpectedly uncovered. On January'1, 2019, the installation of the foundation system for the Collins Park Parking Garage mmmenced and is scheduled to be completed in within the next several weeks. The project will finally "come out of the ground" with the installation of pre-cast structures scheduled to commence in August. ln order allow the contractor to prepare for the installation of the precast structures, Liberty Avenue between 22 and 23 Streets must be closed (attachment A) to allow activities related to the installation of site drainage, demobilization of the dewatering treatment system, installation of FPL duct banks and selective demolition within the right-of-way. Liberty Avenue will remain closed to vehicular and pedestrian traffic until the opening of the Collins Park Parking Garage, anticipated in May 2020, to allow the construction of the structure as well as the improvements within the right-of-way. Upon completion of the project, the southern portion of Liberty Avenue will become a landscaped p€destrian promenade, while the northem half will remain open in the new configuration to allow vehicles to enter and exit the garage. City Commission : o AAIAAAIBEACH Accommodations are in place for the Miami City Ballet pick-up and drop-off areas, passenger loading zone, taxi zone, motorcycle parking and handicapped parking spaces. The spaces that are displaced will eventually be mitigated by availability in the new parking garage facility. A separate contract for the replacement of the windows at the lvliami City Ballet is currently in place through the City's Property Managemenl Department. Access within the right-of- way to perform this work will be coordinated as appropriate. The Collins Park Homeowners Association has been notified of the upcoming street closure and CIP will attend the July 8,2019 Transportation, Parking and Bicycle-Pedestrian Facilities Committee meeting to proMde an update on this item. The attached construction advisory (Attachment B) was issued on July 3, 2019. Should you have any questions, please contact Davrd Martinez at 305-673-7071. Attachments Attachment A - Liberty Avenue Maintenance of Traffic (MOT) Attachment B - Construction Advisory o o JLM/EC/DM =^q o E E I I I ii t") o tlb ilq ot il lt tt I lt I Ir rI IatI ltI IIIIEiI I I t: rt t|.ttrl lr!q-li I Irtal-ln .1, .rYqE T o oI e o i aa Try rr. Ilrrl U Ia a 0 J! ril :I I I (j r o !*EiEI Drr I i is*i ;v:,a9x< 1i7tr:st?.29tE 2 =>,;a=ttFIa=xzDlt 5EE':!i3;pEi IEiEirUtrIE<Z EilEg I uu lrd I t o o it 2o I6 o E I t,lfiLl X I. .tFt II I I I I, m t ,liiri r!tt lt ll ii $o a o t o I I I I I I I I I t 6 2 6 o t I , I " iir i ri E " =! 3 G aa I ll ll ll ll o o t II I ! I 0. t!lFozI lr I It I rI,, yr t @ It: I lsI gr -F = u :E ; t ri I1..iils'I arI rlll E I g I F I r ia rl lra illtJq o =I!iir!]r II E t X t ,iiiii trii iii ItIEII D1 O o I -lLorn m.r cbou thr dr'r iirtorri r-ili.r idirq, i.it tfi,*itaa.a. ]r-*a,**J inoLi-,qliot rg,r bgqriaa.-. f-do./riort nTra,tdl. t$.do. rr-qr b prrsu w5 &ditir, ond,/e ory @..i.!da 5 ,!-rr o, &olntnt o. po,ldt- h o.tdt{F.tt ..d Foo.d,rgr, ..4 lO5.Oa.2a89 ai rrlra I b Ea95l a 2 b Spo{.[, lrrr o?act C; llY ulo Ev coa vio 7l I lFSrido t&y l-vi.d. D MIA BEACH RISING ABOVEollins Pork Goroge Notice dota; Jpty 3, 201 9 ProiGGt orr.rvbw ond Bcrrfirc The City of Miomi Beoch is construcling the new Collins Po* Goroge. The goroge will feoture six levels of porking with over 500 porking spoces ond opproximotely I 6,000 SF of retoil spoce on the t \ ground level. This new goroge will provide omple porking for residents ond visilors, [illing o need for this vibront orh d istricl community. Whot'3 Nrw Next week, the cily will close liberty Avenue between 22 ond 23 stroels os port of the goroge construction ond continue improvemenls within tho right-of-woy. The street will be reconfigured to creotB o pedestrion only promenode on the south holf of the block ond goroge occo$ on the norfi side of Liberty Avenue from 23 BE,r ,.'FrilIt ,>'t t! . The new pedeshion plozo will provide o skong neciion from the porking structure to Collins Po rk, i City Bollet ond the Public [ibrory, omong other ploces. fimalinc This phose o[ construclion is schedulad to stort the week of July 8. The city onticipoles subslontiol completion o[ the new goroge in Moy 2020. lr'-!GI[-.ql * L .rrdl Work hours orc weekdoys from 8 o.m. to 6 p.m.; extended time is subiect to city opprovol ond community notificolion. Pleose nob, this schedule could chonge due to inclemenl weolher or unforeseen circumslonces. Whot to ExpGGlo Coordinolion ond oulreoch with neorby residents, stokeholders ond porking poss holders is in Progress.o Liberty Avenue streel porking spoces will be eliminoted, reploced by more spoces in the new Collins Pork Goroge. COLIINS PARK GARAGE RENDERINGS o Temporory porking restrictions ore in ploce ond occomodotions ore orronged neorby frx the Bollet pick-up ond dropoff oreo, looding zone, toxi zone ond hondicop spoce.r Conslruclion moleriols, mochinery ond personnel will be present on lhe job site.o Moderote levels of conslruction noise during work hours Who ro Contoct For more in{ormotion, ploose contrccl [ouren Fidel ot 305.67 3.7O7 1, lourenlirtel@miomibeochf l.gov or visit www.miomibeochfl.gov/cip o o o o O AN ORDINANCE OF THE iIAYOR AND CITY COTSTIISSION OF THE CITY OF TIIAMI BEACH, FLORIDA, AMEND]NG THE LAND DEVELOPTIENT REGULATIONS OF THE CITY CODE, BY ATENDING CHAPTER 130, "OFF. STREET PARKING," ARTICLE ll, "DISTRICTS; REOUIREilENTS," BY CREATING SECTION t30.39, ENTITLED "ELECTRIC VEHICLE PARKING REQUIREISENTS," TO PROVIDE TINIMUM REQUIREMENTS FOR ELECTRIC VEHICLE PARKING SPACES AND CHARGING STATIONS; Ai,ENDING ARTICLE III, "DESIGN STANDARDS," BY CREATING SECTION I30.72, ENTITLED "ELECTRIC VEHICLE PARKING SPACE STANOARDS," TO ESTABLISH DESIGN STANDAROS FOR ELECTRIC VEHICLE PARKING SPACES; AND AiIENDING ARTICLE V, "FEE IN LIEU OF PARKING PROGRAI{," SECTION I3O-I32, ENTITLED "FEE CALCULATION," TO ESTABLISH AN ADDITIONAL FEE IN LIEU OF PARKING FOR ELECTRIC VEHICLE PARKING SPAGES, AND ATIENDING SECTION 130.I34, 'DEPOSIT OF FUNDS; ACCOUNT," TO PROVIDE THAT FUNDS GENERATED BY THE AODITIONAL FEE IN LIEU OF PARKING FOR ELECTRIC VEHICLE PARKING SPACES SHALL BE OEPOSITED IN THE CITY'S SUSTAINABILITY ANO RESILIENCY FUND; PROVIDING FOR CODIFICATION, REPEALER, SEVERABILIW AND AN EFFECTIVE DATE. WHEREAS, the City of Miami Beach ("City') declares that it is in the interest of the public health, safety, and welfare of its residents and visitors to reduce pollutants in the air, on the lands, and in the walers of the City; and WHEREAS, greenhouse gas ('GHG") emissions from gasoline and diesel powered vehicles trap heat in the atmosphere and contribute to the warming of the Earth; and WHEREAS, greenhouse gas emissions also contribute to sea level rise, which is a growing and imminent threat to the health, safety, and welfare of residents, visitors, and businesses in Miami Beach; and WHEREAS, the City has endorsed the pledge in the Compact of Mayors to reduce GHG emissions at the City-level, track progress, and enhance resilience to climate change, in a manner that is consistent with and complimentary to national level climate protec{ion efforts; and WHEREAS, to meet the requirements of the pledge in the Compact of Mayors, the City shall build and complete a community-wide GHG inventory with a breakdown of emissions for buildings and transport sectors, set a target to reduce its GHG emissions, and conduct a climate change vulnerability assessment; and WHEREAS, eleclric vehicles generate reduced greenhouse gas emissions as compared to gasoline and diesel powered vehicles; and WHEREAS, Chapter 130, entitled 'Off-Street Parking," at Article ll, "Districts; Requirements," sets forth the minimum requirements for off-street parking spaces; ando Etectric vellelg Parkins_ oRDTNANCE NO. 2016-3988 WHEREAS, Chapter 130, entitled 'Off-Street Parking," at Article V, "Fee in Lieu of Parking Program," requires developers, property owners, and/or operators to pay a fee when new developments or uses are not able to provide required off-street pa*ing; and WHEREAS, the Mayor and City Commission desire to encourage electric vehicle use, in order to reduce greenhouse gas emissions, by requiring off-street parking facilities to provide electric vehicle parking spaces and charging stations; and WHEREAS, where it is not feasible to provide electric vehicle parking spaces, the Mayor and City Commission desire to require a fee in lieu of electric vehicle pa*ing of $8,000 per space, in addition to the existing fee in lieu of parking, which is currently set at $40,000 per space; and WHEREAS, funds generated from the fee in lieu of electric vehicle parking shall be deposited in the City's Sustainability and Resiliency Fund, which funds shall be used to provide public improvements that increase the sustainability and resiliency of the City; and WHEREAS, the amendment set forth below is necessary to accomplish the objectives identified above. NOW THEREFORE, BE tT OROAINEO By THE XTAYOR AND C|TY COmtISStON OF THE CITY OF MIAMI BEACH, FLORIDA SECTION 1. The City of Miami Beach Land Development Regulations, at Chapter 130, "Off- Street Parking," Article ll, "Diskicts; Requirements,' are hereby amended as follows: CHAPTER I30 OFF€TREET PARKING o o ARTICLE ll. - DISTRICTS; REQUIREMENTS (1)Electric vehicle means anv motor vehicle reqigtered to operate on public roadwavs that ooerates either oartiallv or exclusivel y on electric enerqv. Electric vehicles include (1) batterv-powered elec{ric vehicles: (2) oluq-in hvbrid electric vehicles: (3) electric motorcvcles: and (4) a fuel cell vehicle. a Leve, , transfers I batterv. 20 vohs 0.4-1.9 kW of eleciricitv to an electric vehicle O Sec. 130-39. - Electric vehicie parkino. Ig) Definitions. (2) E/ecfnc vehlcle charorno /evel means the standardized indicator of electrical force. or voltaoe. at which the batterv of an electric vehicle is recharoed. b. Level 2 transfers 240 (uD to '19.2 k\M of electri to an electric vehicle batterv. c. DC fast charoino rs a hioh (tvoicallv 4 volts or 32-100 kW. depe ndino on the electrical cu nen0 0f direct cunent to ve hicle batteries (3) E/ectric veh,bre par*ino soace means an off-street parkino soace that is eouioDed with an electric veh icle charoino ron (4)Electric vehicle charoinq slalion means batterv charoinq eouioment that has as its m u h tra c ene conducti tn ctive me a batte or other ene v storaoe device in an electric veh cle sEcTloN 2. The city of Miami Beach Land Development Regulations, at chapter 130, 'off- ffit pa*'ng," Article lll, entitled "Design Standards"'are hereby amended as follows: ARTICLE III. . DESIGN STANDARDS Sec. I -72. - Electri c vehicle Da no soace sta rds. Electric ve hicle oarkinq sp aces and charqin stations required pursuanl to ion 130- in this article on standards,in addition to a ll other desion standards set forth39 shall m eet the followinq desi (!) Except in sinole-familv resiclential clistricts. wherever off-street oarking. is reouirecl qursuant - ffis. a minimum of two percent (2o6). of .the required off- EIEI-6I iio spaces. with a minimum of one ('l ) oarkino soace. shall contain electric vehicle oarkino spaces. in accordance with the followinq standards: (1) In commercial zoninq districts. where 20 or more off-street. perkino.gDaces are' ' required b,v ttle land develooment reoulations. all electric vehicle oarkino spaces shall be reserved for the exclusive use of eleclric vehicles. (2) ln commercial and residential multifamilv zonino districls. electric vehicle Darkino' ' soaces shall. at a minimum. be equioped with an electric vehicle charoino station rated at electric vehicle charoino level 2. (3) For residential uses. electric vehicle charoino stations shall be limited to the use of buildino residents and their invited ouests. G) Anv resiclential multifamily or hotel clevelooment with 20 or more units shall .install ancl - 66iiEE access to electrical oower suoolv rated at 240 volts or oreater. in. all off-street 6-a*ino facilities, to allow for the installation of additional electric vehicle oarkinq soaces in the future for the exclusive use of residents, ouests. invitees' and emplovees. fl) Electric vehrcle oarkino soaces shall be painted qreen. or shall be marked bv oreen painted lines or curbs 12) Each electric vehicle parkinq space shall be marked bv a sion desiqnatino the parkino space as an electric vehicle parkinq space, in accordance with the Manual on Uniform Traffic Control Devices (MUTCD) of the Federal Hiqhwav Administration (a Each electric vehicle charqino station shall be eouipped with a sion that includes the followinq information: (i) voltaqe and amperaoe levels. (ii) any applicable usaqe fees, (iii) safetv information. and (iv) contact information for the owner of the charoino station. to allow a consumer to report issues relatinq to the charoino station. 14)Electric vehicle charqinq stations shall contain a retraction device, coiled cord, or a fixture to hano cords and connectors above the oround surface. (€)Electric vehicle charoino stations shall be maintained in oood condition. aoDearance. and reDair. SECTION 3, The City of Miami Beach Land Oevelopment Regulations, at Chapter 130, 'Off- Street Parking," Article V, "Fee in Lieu of Parking Program," are hereby amended as follows: ARTICLE V. . FEE IN LIEU OF PARKING PROGRAM o o Sec. 130-132. - Fee calculation. (a) New construction. The fee in lieu of providing parking for new construction shall be satisfied by a one-time payment at the time of issuance of a building permit of $40,000.00 per-parking spa ce. ln addition to the fee in lieu of Darkino. a fee in lieu of electric vehicle oarkino of $8.000 shall aoplv to each reouired electric vehicle oarkino soace not provided. The amount of such fee may be changed in accordance with subsection (d) of this section. o (51 Electric vehicle charoino stations shall be screened from view from the rioht of wav. with the exceotion of allevs. (b) Annual evaluation. The amount determined to be the city's total averago cost for land acquisition and construclion of one parking space. and the ourchase a electric vehicle parkino station. shall be evaluated yearly each May by the planning director based upon the Consumer Price lndex (CPl). lf determined appropriate, the city commission may amend the fee struc{ure in this section by resolution. o hereby ordained that the provisions of this ordinance shall become and be made part of the Code of the City of Miami Beach, Florida. The sections of this ordinance may be renumbered or relettered to accomplish such intention, and the word'ordinance" may be changed to "section", "article', or other appropriate word. SECTION 5. REPEALER. All ordinances or part of ordinances in conflict herewith are hereby repealed sEcTloN 4. coDl TION It is the intention of the Mayor and City Commission of the City of Miami Beach, and it is SECTI oN 6.SEVERABILITY. lf any section, subsection, clause or prov remainder shall not be affected by such invalidity. ision of this Ordinance is held invalid, the SECTION 7.EFFECTIV E DATE. This Ordinance shall take effect on April 1, 2016 following adoption PASSED and ADOPTED this /, day of Taaraa 2016. Philip ATTEST: o Gran o,City z6 ll rk December 9, 2015 uary 13 201 I APPI?OVED AS TO FORM & I-ANGUAGE &UIION First Reading: Second Reading \z []t Dole \6 Verified by Thomas R.Mo on , AICP ryCW Underscore denotes new lan guage Stil€thr€sCh denotes deleted language o f:,trIl."T#, s,i3$lilillEi"lffi 5y *:: Hsl* ".","_ OR 2H \ : ^i*NC ORATE Soc. 130-134. - Deposit of funds; account (a) Funds generated by the fee-in-lieu program pursuant to subsections 130-132(a) and (b) above, Lollected prior to March 20, 2010, shall be deposited in a city account (divided into three districts, for north, middle and south) specifically established to provide parking and related improvements in the vicinity (within the north, middle or south districl, as applicable) of the subject property. Funds oenerated bv the fee in lieu of electric vehicle oaftino shall be denosiied into the Sustainabilitv and Resiliency Fund established in chaoter 133 of the land develooment reoulations. Expenditures from these funds shall require city commission approval. Rafael Planning Director B *i lncrease satisfaction with neaghborhood character. lncrease satisfaction with development and groMh management across the City. Supporting Data (Suweys, Environmental Scan, etc 480/0 of residential respondents and 55 businesses rate the etfort put forth by the City to regulate development is "about the right amount.' %ot COMMISSION ITEM SUMMARY Condensed Title: An Ordinance amending Chapter 130 of the Land Development Regulations of the City Code to provade minimum standards and requirements for electric vehicle charging stations. lntended Outcome Su Item Summa /Recommendation: Adviso Board Recommendation: Financial lnformation: c Clerk's Office L islative Trackin si n€ffs: T:\AGENDA\2016Uanuary\Planning\Ev Parking - Second Reading SUM.docx o o AGEIIOA ITEf, OATE RSD--t-w: The subJect Ordinance would add standards, procedures and requirements for electric vehicle charging stations. On July 29, 2015, the Land Use and Development Committee recommended in favor of the ordinance and that the City Commission refer the attached Ordinance Amendment to the Planning Board. On September 2, 2015, the City Commission referred the item to the Planning Board (ltem C4D). On December 9, 2015, the City Commission: 1) accepted the recommendation of the Land Use and Development Committee via separate motion; 2) approved the attached Ordinance at First Reading, and 3) scheduled a Second Reading Public Hearing for January 13,2016. The Administration recommends that the City Commission adopt the attached Ordinance SECOND READING - PUBLIC HEARING On November 24,2015, the Planning Board reviewed the proposed Ordinance and transmltted it to the City Commission with a favorable recommendation (Vote of 6-0). Source of Funds: OBPI Amount Account ,| ? 3 Total Financial lmpact Summary: ln accordance with Charter section 5.02, which requires that the "City of Miami Beach shall consider the long-term economic impact (at least 5 years) of proposed legislative actions," this shall conflrm that the City Administration evaluated the long-term economic impact (at least 5 years) of this proposed legislative action, and determined that there will be no measurable impact on the City's budget. Thomas Mooney {\City Manager Sty ManagerPf,partment ,irecJ ,l lor,"t{,*n^It* MIAMIBEACH o fi,on,rBEA.H o City o{ }liomi 8ooch, 1700 Convention Center Drive, Miomi Beoch, florido 331 39, wr*w.miomibeochfl.gov CO ISSION MEMORANDUM TO: Mayor Philip Levine and Members of City C mrssron FRoM: Jimmy L. Morales, City Manager DATE: January 13,2016 ECOND READING - PUBLIC HEARING SUBJECT; Ordinance Amendment - Electric hicle Parking AN ORDINANCE OF THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, AMENDING THE LAND DEVELOPMENT REGULATIONS OF THE CITY CODE, BY Ai'ENDING CHAPTER 130, "OFF-STREET PARKING," ARTICLE II, "DISTRICTS; REQUIREMENTS," BY CREATING SECTION 130-39, ENTITLED "ELECTRIC VEHICLE PARKING REQUIREMENTS," TO PROVIDE MINIMUM REQUIREMENTS FOR ELECTRIC VEHICLE PARKING SPACES AND CHARGING STATIONS; AMENDING ARTICLE lll, "DESIGN STANDARDS," BY CREATING SECTION 'I3O-72, ENTITLED,,ELECTRIC VEHICLE PARKING SPACE STANDARDS," TO ESTABLISH DESIGN STANDARDS FOR ELECTRIC VEHICLE PARKING SPACES; AND AMENDING ARTICLE V, "FEE lN LIEU OF PARKING PROGRAM," SECTION 130.I32, ENTITLED .,FEE CALCULATION," TO ESTABLISH AN ADDIT]ONAL FEE IN LIEU OF PARKING FOR ELECTRIC VEHICLE PARKING SPACES, AND SECTION 130-134, ENTITLEO "DEPOSIT OF FUNDS; ACCOUNT," TO PROVIDE THAT FUNDS GENERATED BY THE ADDITIONAL FEE IN LIEU OF PARKING FOR ELECTRIC VEHICLE PARKING SPACES SHALL BE DEPOSITED IN THE CITY'S SUSTAINABILITY AND RESILIENCY FUND; PROVIDING FOR coDlFlCATlON, REPEALER, SEVERABILITY AND AN EFFECTIVE DATE. ADMINISTRATION RECOMMENDATION The Administration recommends that the City Commission adopt the attached Ordlnance BACKGROUND On January 14,2015, at the request of Commissioner Micky Steinberg, the City Commission referred the item for discussion to the Land Use and Development Committee (ltem C4l). On March 3, 2015 the Land Use and Oevelopment Committee recommended that the City Commission refer an Ordinance to the Planning Board to amend the City Code to establish electric vehicle parking requirements for new development.o Commission Memoandum Odinance Amendmenls - Electric Vehicle Patuing January 13, 2016 Page 2 ol 3 On July 8, 2015, while discussing an item to approve a Request for Proposals extending the City's Electric Vehicle Charging Station Network (ltem C2B), at the request of Commissioner Micky Steinberg, the City Commission refened the attached Ordinance to the Sustainability and Resiliency Committee and the Land Use and Development Committee. On July 22,2015, the Sustainability and Resiliency Committee discussed the item. On July 29, 2015, the Land Use and Development Committee discussed the item and recommended that the City Commission refer the attached Ordinance Amendment to the Planning Board, with a modification to establish a minimum applicability requirement. On September 2,2015, the City Commission referred the item to the Planning Board (ltem C4D). ANALYSIS The availability of strategically placed charging stations throughout the Cily promotes the use of electric vehicles by making them convenient and readily available. Benefits to the City from increased electric vehicle (EV) use include improved air quality, quieter and more livable streets, and decreased dependency on fossil fuels. However, one of the inherent challenges for this technology to gain mainstream acceptance is analogous to the "chicken or the egg" conundrum. lf EV charging stations are not readily available, the driving public is hesitant to invest in an EV due to "range anxiety" resulting in trips that are in close proximity to only known EV charging stations points. The expansion of EV charging stations is necessary in order to establish a network of stations that will allow this technology to flourish. The City Commission asked staff to provide research for the discussion regarding EV stations in future development projects for residential and commercial properties. The analysis below describes programs that include incentivizing existing commercial and residential properties to add EV stations, and requiring new developments to provide EV stations. New Develooments Per the U.S. Green Building Council's Leadership in Energy and Environmental Design (LEED) rating system, projects are eligible to earn a LEED credit for incorporating EV charging stations into their design. This credit is awarded when projects install EV supply equipmenl in 2o/o of all parking spaces used by the project. These parking spots would be clearly identified and reserved for the sole use of plug-in electric vehicles. lt is suggested that the City use the LEED credit requisites as a baseline for requiring new development to provide EV parking spaces. To implement this requirement, the City must amend the off-street parking section of the Land Development Regulations to include these provisions. When a development is not providing parking as a result of participation in the "fee in lieu of providing required parking program", an additional $8,000 will be charged for those spaces that were required to provide EV charging stations. This fee is based on the average cost of an EV o o o Electric Vehicle Proqram The proposed Ordinance requires new non-single family development to provide 2o/o of lhe required parking, with a minimum of one space for EV parking. However, since small business and residential buildings may have difficulties in providing sufficient parking for customers and residents, the proposed Ordinance only requires that those spaces be set aside in commercial districls for the exclusive use of electric vehicles when 20 or more parking spaces are required pursuant to the Land Development Regulations. Commission Memorandum Ordinance Amendments - Eleclric vehicle Patuing January 13, 2016 Page 3 oI 3 O o charging station. The revenue is proposed to be deposited into the "Sustainability and Resiliency Fund" that is being established in a separate Ordinance amendment. ln 2014, the Town of Surfside passed an ordinance that requires all new multifamily or hotel development with 20 or more units shall provide access to 240 volt capability throughout the garage to offer charging opportunities to residents and guests. Their ordinance does not require the installation of stations only the installation of the required electrical infrastructure throughout the entire garage, which will allow properties to connect EV charging in the future. The proposed ordinance includes similar requirements. This will allow for electric vehicle charging stations to be installed throughout the parking area as the demand increases. The Commission awarded an RFP on October 14,2015 to place EV charging stations in City lots and garages- Currently the City is on a month to month contracl with the same seryice provider (only one proposal was submitted). Existinq Commerci al and Re sidential Propefties There are a number of existing properties in Miami Beach that provide EV stations for their customers such as the Fontainebleau Hotel, Miami Beach Marina, and Whole Foods Market. These properties benefit from attracting individuals with EVs and generating a small amount of revenue associated with EV station use. The City could further incentivize existing commercial and residential properties to add EV parking by reducing their off-street parking requirements. To move fonrard, the City must amend the off-street pa*ing section of the Land Development Regulations to reflect this change. Should the City Commission wish to consider such incentives, a separate refenal would be required. PLANNING BOARD REVIEW On November 24,2015, the Planning Board transmitted the proposed ordinance amendment to the City Commission with a favorable recommendation. FISCAL IMPACT ln accordance with Charter Section 5.02, which requires that the "City of Miami Beach shall consider the long term economic impact (at least 5 years) of proposed legislative actions,'this shall confirm that the City Administration City Administration evaluated the long term economic impacl (at least 5 years) of this proposed legislative action. The proposed Ordinance is not expected to have a negative fiscal impact upon the City. UPDATE On December 9,2015, the City Commission approved the subject ordinance at First Reading. ln order to further incentive providing electric vehicle spaces, the City Commission modified the ordinance by increasing the fee in lieu of electric vehicle parking from $2,000 to $8,000 for each parking space not provided. This modification has been included in the revised text of the attached ordinance. coNcLustoN The Administration recommends that the City Commission adopt the attached Ordinance. J LM/SMT/TRM/ESWFCT/RAM T:\AGENDAU0l6Uanuary\Planning\EV Parting - Sec.nd Reading MEM.docro E e = o (.) o. a - Ei Ii ;itEE iiEi igIEE* t?i ii{,i :ii 'E. Ei iE *r EtiEi EEEE :;EEII EEs i;fit iii €ii ii Ei ii i:iti is;; si*iE :;i litEl iii ffii;it :; Ei!;3 saE; iEtiEE iii Ei{ii ;ii EIE iiri sr iriEE 'it: iiiigi iii ggE;c iiE iEE ii EEE IE EEEiE }iiE gEHEEi EEi ii#i iiE i;; iXI;: ;r. tStii ?q:f i EtiF'' ; 'eHi: :E$ i;E;3 i!ii ;E;?EE EiE iEf;i ifiE iiE,[E IO uJ c0 =s =IIo F6 IU IJ-J cO = = o z U) o r!z a =i o o RESOLUTION NO. A RESOLUT]ON OF THE MAYOR AND CITY COMMISSION OF THE CIW OF MIAMI BEACH, FLORIDA, ACCEPTING THE WRITTEN RECOMMENDATION OF THE CITY MANAGER AND WAIVING, BY 5/7IH VOTE, THE FORMAL COMPETITIVE BIDDING REQUIREMENT, FINOING SUCH WAIVER TO BE IN THE CITY'S BEST INTEREST, AND APPROVING, IN SUBSTANTIAL FORM, AMENDMENT NO. 4 TO THE AGREEMENT BETWEEN THE CITY AND SK|DATA, tNC. (CONTRACTOR) FOR THE DESTGN, CONSTRUCTTON, INSTALLATION AND MAINTENANCE OF A PARKING GARAGE GATED REVENUE CONTROL SYSTEM (rrN 201+170-SW) FOR THE C|TY'S PARKTNG GARAGES; SAID AMENDMENT EXPANDING THE SCOPE OF THE AGREEMENT TO INCLUDE THE PURCHASE AND INSTALLATION OF LICENSE PLATE RECOGNITION CAMERAS AT ALL GARAGE ENTRANCES ANO EXITS IN AN AMOUNT NOT TO EXCEED $722,000, PLUS MATNTENANCE rN THE AMOUNT OF $205,632 FOR THE EXTST|NG TEN (10) GARAGES FOR A PERIOD OF SIX (6) YEARS; AND AUTHORIZING THE MAYOR AND CITY CLERK TO EXECUTE THE FINAL AMENDMENT; AND FURTHER APPROVING, RETROACTIVELY, AMENDMENT NO.2 TO THE AGREEMENT; SAID AMENDMENT AUTHORIZING THE AOMINISTRATION TO PURCHASE REPLACEMENT PARTS AND LABOR ASSOCIATED WITH CONSUMABLES AND REPAIRS NOT COVERED UNDER THE MAINTENANCE AGREEMENT WITH CONTRACTOR, ON AN AS NEEDED BASIS, DURING THE TERM OF THE AGREEMENT. WHEREAS, on September 30, 2015, the Mayor and City Commission adopted Resolution No. 2015-29149, authorizing the Mayor and City Clerk to execute an Agreement between the City and Skidata, lnc. (Contractor), pursuant lo lnvitation to Negotiate (lTN)2014-170-SW, for a Gated Revenue Control System for the City's parking garages, for an initial term o{ ten (10) years, with two (2) five (5) year options, at the City's sole discretion; and WHEREAS, the City and Contractor entered into an Agreement, dated October 15, 2015 (the "Agreement"), for the design, construction, installation, and maintenance of a parking garage galed revenue control system, pursuant to ITN 20121-1 70-SW; and WHEREAS, pursuant to Seclion 2.5 of the Agreement, additional garage facilities may be added to the scope of the Agreement through lhe approval of the Mayor and City Commission, and additional equipment, products and services (ltems) through the approval of the City Manager (for additional items up to $100,000) or the City Commission (for addilional items greater than $100,000); and WHEREAS, Amendment No. 2, dated May 26, 2017, was approved under the City Manager's authority for the purchase of consumables, and the cost of labor hours and items nol covered under the maintenance agreement with Contractor; ando WHEREAS, Amendmenl No 1 , dated May 19, 2016, was approved under the City Manager's authority for the software development cost of the resident parking rate discount program integration and in-lane validation syslem in the amount of $28,975; and WHEREAS, Amendment No.2 established a 21o/o discount from Manufacturer's Suggested Retail Price (MSRP) and fixed hourly rales for service and system engineers of $145 and S 195, respectively; and WHEREAS, the garage equipment is proprietary to Contractor and replacement parts would have to be purchased from Contractor in order to ensure the functionality of the equipment and not waive the wananty and maintenance obligations of Contractor under the Agreement; and WHEREAS, with the addition of new garages, expenditures under Amendment No. 2 are expected lo exceed the cunent City Manager's authority throughout the '1o-year Term of the Agreement and therefore the City Commission's approval is required; and WHEREAS, Amendment No. 3, dated May 8, 2018, was approved by the Mayor and City Commission on April 1I, 2018, pursuant to Resolution No. 2018-30252, expanding the scope of the Agreement to include the purchase, installation and maintenance of the Convenlion Center Garage; and WHEREAS, the City wishes to purchase and install License Plate Recognition (LPR) cameras, which is an option offered by Skidata, which camera system will be integrated with the gated revenue control system and will offer additional features such as: the ability to record the entrance and exil times of all vehicle license plates in municipal garages; the option to use the vehicle license plate as a credential for entering and exiting garages (for most garages) in lieu of a ticket or access card; the ability lo use the stored LPR database as an invaluable crime fighting tool, which abllity has been a longstanding goal of the City's Police Department; and the ability to enhance internal controls to monitor/address abuse by garage access card holders; and WHEREAS, the total cost of the LPR equipment is $655,730, plus a 10% contingency, for a total amount not to exceed $722,000, which costs are comparable with those charged in the industry; and WHEREAS, funding is available in the 2010 Parking Bonds and was included in the FY 2020 Capital Budget request; and WHEREAS, the total cost of the LPR equipment maintenance is $205,632 for the ten '10 garages covered under the Agreement for a total of six (6) years; and WHEREAS, The City Manager recommends waiving the formal competitive bidding requirement, as permitted under Section 2-367 of the City's Code, as being in the best interest of the City, when considering Contractor's comparable proposal and the benefits of having an integrated system; and WHEREAS, the Administration is recommending the approval, in substantial form, of Amendment No.4 to the Agreement, incorporaled herein by reference and attached to this Resolution as Exhibit "1"; said amendment approving the LPR camera purchases described herein; and o o o o o WHEREAS, the Adminislration is recommending the retroactive approval of Amendment No. 2 to the Agreement, incorporaled herein by reference and attached to this Resolution as Exhibit "2'. NOW, THEREFORE, BE IT DULY RESOLVED BY THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA" that the Mayor and City Commission hereby accept the written recommendation of the City Manager and waive, by 5/7h vote, the formal competitive bidding requirement, finding such waiver to be in the City's best interest, and approve, in substantial form, Amendment No. 4 to the Agreement between the City and Skidata, lnc. (Contractor) for the Design, Construction, lnstallation and Mainlenance of a Parking Garage Gated Revenue Control System (lTN 201+170-SW) for the City's current parking garages; said amendment expanding lhe scope of the Agreement to include the purchase and installation of License Plate Recognition cameras at all garage entrances and exits in the amount not to exceed $722,000, plus maintenance in the amount of $205,632 for the exisling ten (10) garages for a period of six (6) years; and further approve, relroactively, Amendment No. 2 to the Agreement; said amendment aulhorizing the Administration to purchase consumables and replacement parts and labor associated with repairs not covered under the maintenance agreement with Contractor, on an as needed basis, during the Term of the Agreement. PASSED and ADOPTED this _ day of 2019. Dan Gelber, Mayor ATTEST: Rafael E. Granado, City Clerk APFROV ED AS IOFCRM &LANGUAGE & FOR fafO Crty At lo/o.)y Iio igrT:\Agenda\201 9\1 0 Oclobet 1 6\,Pa*inglskidala Arnend 4 RESO-docx EXHIBIT "1' This Amendment No. 4 (the "Amendment") to the Agreement dated October 15, 2015 between the City of Miami Beach and Skidata, lnc. for the Design, Construction, lnstallation and Maintenance of a Parking Garage Gated Revenue Control System (lTN 2014-170-SW) (the "Agreement") is made and entered into this _ day of 2019, by and beWveen the CITY OF MIAMI BEACH, a municipal corporation organized and existing under the laws of the State of Florida (hereinafter referred to as the "City") and SKIDATA, lNC. a Delaware corporation, authorized to do business in the state of Florida (hereinafter referred to as the "Contractor"). RECITALS WHEREAS, on September 30, 2015, the Mayor and City Commission adopted Resolution No. 2015-29149, authorizing the Mayor and City Clerk to execute an Agreement between the City and Skidata, lnc., pursuant to lnvitation to Negotiate (lTN) 2014-170-SW, for a Gated Revenue Control System for the City's parking garages, for an initial term of ten (10) years, with two (2) five (5) year options, at the City's sole discretion; and WHEREAS, the City and Contractor entered into an Agreement, dated October '15, 2015 (the "Agreement"), for the design, construction, installation, and maintenance of a parking garage gated revenue control system, pursuant to ITN 2014-170-SW; and WHEREAS, Amendment No 1 dated, May 19, 2016, was approved under the City Manager's authority for the software development cost of the resident parking rate discount program integration and in-lane validation system in the amount of $28,975; and WHEREAS, Amendment No. 2, dated May 26, 2017, was approved under the City Manager's authority for the purchase of consumables, and the cost of labor hours and items not covered under the maintenance agreement, subject to funding approval through the annual operating budget process; and WHEREAS, Amendment No. 3, dated May 8, 2018, was approved by the Mayor and City Commission on April 11, 2018, pursuant to Resolution No. 2018-30252, expanding the scope of the Agreement to include the purchase, installation and maintenance of the Convention Center Garage; and WHEREAS, on October 16, 2019, the Mayor and City Commission adopted Resolution No waiving, by 5/7rh vote, the competitive bidding requirement, finding such waiver to be in the best interest of the City, and approving Amendment No. 4 to the Agreement; said amendment approving the purchase and installation of license plate recognition (LPR) cameras at the entrance and exit of the City's parking garages, in an amount not to exceed $722,000; and further approving, retroactively, Amendment No.2 to the Agreement; said amendment authorizing the Administration to purchase replacement parts and labor associated with repairs that are not covered under the maintenance agreement with Contractor, on an as needed basis, during the Term of the Agreement. NOW, THEREFORE, for and in consideratron of the conditions and covenants hereinafter contained and other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, the parties hereto agree as follows: o o o AMENDMENT NO.4 o EXHIBIT "1" '1. The foregoing recrtals are incorporated by reference as if fully set forth herein 2. The purchase, installation and maintenance of the LPR equipmentfor EACH GARAGE is hereby added to the Scope of Work under the Agreement, in accordance with the quote rncorporated herein by reference and aftached hereo as Exhibit "A4", entitled "Skidata License Plate Recognrtion Proposal". 3. All other terms and conditions of the Agreement shall remain in full force and effect. ln the event there is a conflict between the provisions of this Amendment and the Agreement, the provisions of this Amendment shall govern. lN WITNESS WHEREOF, the City and Contractor have caused this Amendment to be executed by their respective and duly authorized officers the day and year first hereinabove written. CITY: CITY OF MIAMI BEACH, FLORIDA Dan Gelber, Mayor Alexander Christi Attest: Rafael E. Granado, City Clerk T :\Agenda\z1l 9\1 O October 1 6\Pa*ing\Skidata Amend 4 docx o o Date CONTRACTOR: SKIOATA, INC. Title Exhibit A-4 SKIDATA License Plate Recognition (LPR) Proposal o o O SKIOATA lt.0 o o ? -lf a I .q .t - DRIVING YOUR DIGITAL FUTURE SKIDATA 4.0 Parking Access and Revenue Control Upgrade SKIDATA PROPOSAL (rev 1) lssuE DArE:08/28l2019 VALro UNTrL: fO/27 /2079 PRoJEcr l roRMAno PRoJEcr NAME: AccouNr NAME PRoPosAr s: CrrY oF MrAMr BEACH - LPR PRoPoSAL CrrY oF MraMr BEACH 267505 STEVE WoMACK (4C4ls78-4/.37 swoMAcK@sENTRYcoNTRoL.coM o Page 1 of ll :- SKIOATA CONTACT: PHoNE NUMBER: E-MArL ADDRESS: Commercial in Confldence SKIOATA INC - 08/28/2019 sKroArA 4.0 PRoJEcr toc noit Rocro ALBA I CrrY oF MtAMt BEACH 1755 MERIDIAN AVE STE 2OO MIAMI BEACH, FT 33139 EMArr: Rocroat-BA@MtAMtBEAcHFL.Gov Rocro ALBA I CrrY oF MtAMr BEACH I755 MERIDIAN AvE SlE 2OO MtAMr 8EAcH, Ft- 33139-1835 PHoNE: (305) 573-7O00 x6747 EMArr: RocloAtEA@MtaMtBEAcHFL.Gov ScHEDUTEo SERVtctNG ETTENDtD wARRANTY PCI - SEcuRrw SUPPoRT UPTIM€ GUARANTEE SALEs TAx LAEoR: lN AN EFFoRT To EXPEorrE rNGREss/EGREss rN/our oF THE FActLrlEs As wEtt As ro aDD AN AoDrl6NAL LAyER oF sEcuRrry ro OPERATIONS, THE CTIENT OESIRES TO OEPI-OY ANO IMPLEMENT LICENSE PLATE RECOGNITION TO THE PARCS SYSTEM. EQUIPMENT:5 447,54L ExcLUDED S 2s,612 S 10,369 S 1,435 5174,779 So S r2,6s4 s 65s,730 EQUIPMENT WARRANTY TERM:12 MoNTHS FREIGHT: ANNUAT Lrc€NstNG FEEs tNcruDED Su8-CoNTRAcTED ToTAr WaGE oR lNsuRANcE PREMtUMS PRoJECT SERVTc€s: TorA[ SYSTEM INVESTMENT: AVAILABLE AvATLABL€ AVATLABLE AvATLABLE o Soluno SuMMAny S€rvrcE OPno s Fnsr YEA! PnoEcr DATES YouR DESTRED Go-LrvE E5TIMATED 46REEMENT DATE To MEET Go-LIVE '02/26/2020 , t7/06/20L9 PAYuErr SorEDUtfs of VatuEs fl 1 4 PAYMENT DEscRtPnoN D€posrr CHEcK - RETURN wlrH stGNED AGREEMENT To ACIVATE THE pRoJEsr ARRIVAI . EQUIPMENT AND soFI.WARE INvoIcEo oNc€ REcEIvED AT SKIoATA SuBsraNTrAI- CoMpt-ETtoN - UpoN Go-LtvE, AN tNVotcE wtLL BE tssuED FrNAt RETENTtoN - AT pRol€cr cLosE-ouT, A FtNAr lNvotcE wtLL BE tssuEo % 50% 30% 75% 5Yo SAMou r s 332,86s s 199,719 S 99,860 s 33,287 o Commercal in Corrdence SKTDATA tNC - OB/29l2019 Page 2 of 11 F[rAxoAr SuMMlty &u To lr{ronrmnofl o o sKroArA 4.0 SKIDATA UNDERSTANDS rHAT youR Focus RrGHr Now rs ro UPDATE THE pARKTNG soLUTroN To rNcoRpoRATE LtcENsE PLATE REcocNrloN (LPR) rNTo youR GARAGEs aNo ro eARTNER wrrH A RELTABLE AND REspoNsrvE oRGANrzAltoN rHAT caN ExcEEo YOUR EXPECTATIONS. SKIOATA HAS EXPERIENCE DEIIVERING SUCH SOTUTIONS AT OvER lOOO INSTALLATIoNs AcRoss THE NATroN. TH€ pRoJEcr DES|GN Arrows FoR a qurcK AND RELIaBLE MEANs oF tNGREss/EGREss roR MoNTHLy pARxrRs As wEtL As FoR youR TRANSTENT PARKERS. THrs LPR soruTroN TrEs rN DTRECTLY ro ouR RoBUsr VALTDATToN sysrEM. THrs solunoN ALSO PROVIDES YOU WITH KEY REPORTS TO MANAGE THE PERFORMANCE OF YOUR SYSTEM AND WILT TIE INTO YOUR LAW ENFORCEMENT DATA EASE TO IDENTIFY SUSPECT VEHICLES THAT MAY 8E PARXED ON YOUR PREMISES. G1- 4 LANES G2 - 2 LANES G3 - 2 LANE5 G4 - 6 LANES G5 - 9 LANES G6 - 4 LANES G7 - 4 LANts G8 - 5 LANrs G9 - 7 LANES G10 - 4 tANEs LPR SERVER, H€ADENO SOFTWARE AND REPoRTING To BE LocarED rN SERVER CAB!Nrr ProPosAr STATTMEHT or Wonr =o o 3 E- E E i E ; E E E e E r EsgEgEigEEEeE 0000000000002 0000004000000 l vEtfli,lEffr s 73.388 s 48,183 5 26,87s 5 28,134 S 7L,744 s 106,371 5 ss,340 s 54,545 s 63,726 s 81,784 s 49,641 Loc no s CE rRA[ SERVER & SorrwARE G1 G2 G3 G4 G5 G5 G7 G8 G9 G10 t 1 2 3 4 5 6 7 8 9 10 11 0000002000000 0000002000000 0000006000000 0000009000000 0000004000000 0000004000000 0000005000000 0000007000000 0000004000000o Commercial in Corriderce SKIDATA tNC - 08/2812019 Page 3 oI ll slTE LocAno SrrfiiM rY sKroATA 4.0 12 ClARrflcino s & ExcEProNs TOTAI s0 0 0 0 0 0 0 0 0 0 0 0 o o s 555,730 0 0 0 0 0 0 47 o o o o o 2 o loc no : Gffina[Senwr &Sorrwme SYsfa @arargrrs fl BuNorE NAME CATEGoRY U II PRICE QTY ExrENoEo PRIcE s33,406.72 1 S 33,407 s30,532.43 1 S 30,632 1, PLATETEcH. LoGtc LrcENstNG >30 LANEs SKIDATA PLArrrrcH.Locrc SERvrR lNsrANCrs VMwARE SERvERS AND RAcK loT VMwant 5tivtf, wrrH RAc( SKIDATA SoFTwARE SKIOATA lNFRAsrRUcruRE 2 (D loc^no{: Gl tl:t Go-ffir! fl BuirDlr NAME 4 rNrxtrecx INEx LPR LANE K INEX LaNE AMS SoFTWARE BY caMERA INEX LANI AMS 5oarwARt BY caMtRA CATTGoRY UNII PRICT QTY LPR LANE KrTs 59,036.25 4 S 35,145 LANE EeurPMENr S 419.40 2 s 839 ExTEND€o PRIcE 3 o fl BuNoLt NAME 6 r*Exarecx lNEx LPR LANE Krr CaTEGoRY UNIT PRIct QTY LPR LANE KrTs 59,036.25 2 5 18,073 LANE EQUIPMENT S 419.40 1 s 419 ExrrNDEo PRIcE 5 INEX LANE AMS soFrwARt BY caMERA INEX LaNE AMSsorrwARt BYcaMERA fl BUNoLE NAME lNEx LPR LANE Krr CartGoRY UNIT PRICE QTY LPR LaNE Krrs 59,036.25 2 S 18,073 ETTENDED PRIcE 7 CommercBl in Confidence SKIDATA tNC - 08/28/2019 Page 4 of 'l l o LoCAno :G2 SvsrB Cmq rs locrnor:Gl S}JTHCTor{g{Is o sKloArA q.0 8 ,ruxz rec, INEX LANE AMS soFrwARE By c.AMtRA INEX LaNt AMS sorrwAit SYCAMIia LANE EeurPMENr S 419.40 1 s 419 Locmor: G4 SYslwCmffr5 fl EuNorE NAME CaTEGoRY UNII PRIC€ QTY ErIENDED PRIcE LPR LANE Krrs 59,036.25 6 S 54,218 LANE EQUTPMTNI s419.40 3 S1,258 9 lNEx LPR LaNE Krr 10 rNExu rEcH INEX LANE AMS sorrwARE BY CAMERA IN€X t^riE AMS sorIWARE BY cAMEia locenor: GS Slst Cor aats o $ BuNorE NaME 11 lNEx LPR LANE Krr INEX LANE AMS soFrwARE BY CAMERA INEX L^Nr AMS 5oFrwAA! oY caMERA CATEGoRY UNrr PRrcr QW ETTENoED PRIcE LPR LANE Krrs 59,036.25 9 S 81,326 LANE EQUIPMENT S419.40 5 S2,097 Ioc nat: GG sr'r Cffi fl BUNDIT NAME 13 74 rNExt rEcH INEx LPR LANE KIT INEX LANE AMS soFrwARE BY CAMERA INEX LaNt AMS 5orrwAit BY caMERA CATEGoRY UNrr PRrcr QW LPR LaNE Krrs 59,036.25 4 S 36,145 LANE EQUIPMENI S 419.40 2 S 839 ETTENoED PRIcE LG nqr: G7 S}lU@rr*rts fl BUNDIE NAME 15 16 rNExa rEcH lNEx LPR LANI Krr INEX LANE AMS SoFTWARE 8y caMERA INEX LANE AMS soFrwaRr aY cAMtRA CATEGoRY UNrr PRrcE QTY LPR LANE Krrs 59,036.25 4 S 3G,145 LaNr EqurPMENr S 419.40 2 ErrENo€o PRrcc o Commercial in Confiderce SKIOATA tNC - 08/28/2019 Page 5 of 1l 5 839 72 rNExtrEcH sKroATA 4.0 Loqror: G8 SlsrHCmaqls o r BUNDIE NAME !7 18 rNExarEcH lNrx LPR LaNE Krr INEX LANE AMS SoFTWARE BY cAMERA INEX LAN€ AMS 5orrwAAt BY caMERA CATEGoRY UNrr PRrcE QTY ExTENoED PRtc€ LPR LANE KrTs 59,036.25 5 S 45,181 LANI EQUIPMENT S 419.40 2 5 83s toonor:G9 SrErtlaC*aqls f, But{D[t NaME 19 20 r.Ext rEcH INEx LPR LANE KIT INEX LANE AMS soFrwARE BY CAMERA INEX L,arE AMS sorrwaAt BY caMtRA CATEGoRY UNII PRIC€ QTY LPR IANE Krrs 59,035.25 7 5 63,254 LANE EQUTPMENT S419.40 3 S 1,258 ETTT NoE D PR IcE o fl BUNDI.E NAME 27 22 HExrrEcH lNEx LPR LANE Krr INEX LANE AM5 soFrwARE BY CAMERA INEX LlNt AMS sorrwaRt BY caM€n Car€GoRY UNrr PRrcE QW LPR LANE Krrs 59,035.25 4 S 36,145 LANE EQUIPMENT S 419.40 Z s 839 ExTENDED PRrcE PnoJEcr SEnrncts # PRoJEcr SERvrcE NaME TorA[ PRrcE 5 10,434 lNcru DE D 1 2 CoMMrssroNrNG IT PRo] EcTs 3 TRATNTNG AT CusroMER LocATtoN s 2,220 Commercial in Confidence SKIDATA tNC - 08/28/2019 O lrc noil: GtO SrsrBCara8rs Page6of11 sKroArA 4.0 o o SENTRY lNsTAtLATroN Cosrs SUB-CoNrRAcroR SrrE LocATroN INEX ALL 5uB-CoNTRACToR TRADES & DEscRtpTloN VTGTLANT API INTEGRAToN (Cosr ABSoRBEo BY tNEx/SKtDATA) NET Cosr ro CrrY TRADES: EtECrRlcaL; NETWoRKTNG TRADES: OrHER TRADES: OTHER TRADES: ELEcTRTcAL; NETwoRXtNG; STRUcruREo CaBLTNG TRADES: ELEcrRrcALi NETwoRKtNG; STRUcTURED CABLTNG TRADES: EIEcrRrcAL; NETwoRXtNG; STRucruRED CaBLTNG TRADES: EIEcIRrcAL; NETwoRxtNG; STRUCTuRED CABLTNG TRADES: ELEcTRTcAL; NETwoRXtNG; STRUcTuRED CABLTNG TRADES: EtECTRTcAL; NETwoRXtNG; STRUCTUREo CASLTNG TRADES: ErEcrRrcAU NETwoRKtNG; SrRUcruRED CABUNG CoNsor-rDATEo PARkTNG CENTRAL SERVER & SoFrwaRE ALL ALL bl G2 G3 G4 G5 G6 G1 SuBTorAr S 7,800 s 7,800 Sooo s 6,s00 S 6,013 s 1s,030 5 10,270 s 7,86s S 9,100 s 14,885 s 20,898 5 77 ,290 s 16,s10 s 16,478 SENTRY lNsrALLAT|oN Cosrs CoNSoLtDATED PARKING CoNSoLTDATED PARX ING CoNSoLTDATED PARKING CoNSoLTDATED PAR(NG CoNsoLrDArED PARKING CoNSoLTDATED PARKING CoNSoLTDATED PARKING SUB{o rRAcrED StRvr'< o Commercial in Confidence SKIDATA tNC - 08/2812019 Page7of1l sKroArA 4.0 CoNSoLiDATED PARkTNG CoNSoUDATED PARKING CoNSoLTDATED PARKNG G8 69 TRADES: ELECTnTcAU NETwoRKTNG; STRUcTURED CABLTNG TRAoES: EtECrRrcAr; NETwoRKtNG; STRUcTURED CaguNG TRA0ES: EtEcrRrcAr-; NETwoRKNGj STRUcTURED CABLTNG o S 21,580 REcUf,s,{G ]TEMS IT{GLI,D€D n Fn YtAn SERvrcE PROTECT.CARE ANTI-VIRUS . SERVER START DATE 02/26/2020 Ur'lrr PRrct S 3s8.77 QTY ANNUAT ToTAT PRICE 4 s r'a:s ScoPE or woRx & REsPo srBll.mEs fl 1 laBoR & PRoFEssroNAr SERvrcEs SKIDATA wrLr pRovrDE ALL FrNAL wtRtNG rERMtNAT!oNs oF row voLTAGE coMMUNrcATroNs oR coNTRor cABrE oN SKIDATA p8ovtDED EeutpMENT. SKIDATA wrLr pRovrDE TRATNTNG MANUAL5 ANo O&M MANUATs ro cusroMER tN AN EI.ECTRONIC FORMAT. HARD COPIES CAN BE PROVIOEO FOR AN ADOITIONAL COsT. SKIDATA wrLL pRovrDE NEw coNDUrr wrrH putL srRrNG AND tuNcloN BoxEs ro NEW LocITroNs FoR EeurpMENT. ExsrNG coNDUrr wtLt BE RE-usED. DAMAGED, oR uNUsaBt-E CONOUIT WITt RESUI,T IN A CHANGE OROER. SKIDATA wrLL cur, wRAp, AND sEAL vEHrcLE DETEcrToN Loop5. SKIDATA wtLr pRovrDE aND rNsTALL ALL REeUTRED Low voLTAGE coMMUNtcaloN oR CONTROI- CAEtE ANO INSTALLATION OF sAME. SKIDATA TNTENDS ro RE-usE ExrsrNG paRKtN6 tsLANDs As-ls. lF MoDtFtcaloNs ro rHE ISLANDS ARE REQUIRED BECAUSE THE PAR(ING ISLANDS PROVE TO BE UNUSABLE, THEN A CHANGE ORDER WILT SE REQUIRED. SKIDATA wrLL usE ExrsrNG ELEcIRtcAr AT rocATtoNs THAT wtrL REpracE ExtsTlNG EQUIPMENT, ANo SKIDATA wILL RUN PowER FoR NEw EoUIPMENT PRovIDEo AT I-OCATIONS WHERE NO EQUIPMENT IS INSTALLEO TODAY. WHERE suBsraNTrAt- crvtr coNsrRUcIoN wouLD BE REeutRED To pRovtDE THE AppRopRlATE DrsrANcE FoR a PRE-CApruRE LPR caMERA, posr-CApruRE CaMERA,s wtLL 8E INSTATLED. SKIDATA wrLL pRovrDE AND lNsrALL MANAGED swtrcHEs FoR THE pARxtNG sysrEM NETwoRx. MAINTENANcE oF THE NETwoRx Is NoT INcTUDED UNLEss A sEPARATE MAINTENANCE CONTRAO IS PURCHASED. ScoPE REsPoNsrBrrrrY SKIDATA SKIDATA SKIDATA SKIDATA SK IDATA 5KIDATA 5K IDATA 5 KIOATA SKIDATA 2 o 3 6 7 8 9 Commercial in Conlidence SKIOATA INC - 08/2812019 PageSofl'l o G 10 5 11,700 d 1 4 5 o o sKroArA 4 0 10 CusroMER To pRovrDE BA5E .DwG F[.Es wHrcB SKIDATA wrLL usE To coNFrRM ESTIMATION OF WORKS AND FOR AS.BUILT DRAWNGS. PDF ACCEPTABTE BUT MAY INCUR ADDITIONAT CO5TS. OBTATNtNG REeUTRED pERMrrs rs rHE CusroMER's REspoNsrBrLrry. DELAYS tN oBTAtNING PERMIS wru- aFFEcr rHE pRoJEcT SCHEDULE. SKIDATA cAN oBTATN pERMrrs BUr wrLL BE SILLED AT A TIME & MATERIAL BASIS. ExrstNG powER AND coMMUNrcATtoNs wrRtNG To BE TESTED FoR AccEprANcE & REUs€o No UQUIDATED DAMAGES WoRK PERFoRMEo OursrDE oF STANDARD BusrNEss HouRs rs ExcruDEo. OVERTTME WORK WILL RESUTT IN A CHANGE ORDER. AtL END-usER INSTRUCTIoNAL GRAPHIcS AND DECALS FoR PARCSS EoUIPMENT ARE EXCLUDED FROM SKIDATA'S SCOPE OF WORK. NO BONDS No PREVATLTNG WAGE REeUTREMENTS No UNroN LaBoR GPS SCANNTNG oR x-Rays oF coNcRETE DECK aRE Excr-uDED. lF NEEoEo, a cHANGE oRDER WILL 8E REQUIRED. 11 r2 13 74 15 16 77 18 19 CusroMER CusroMER CusroM ER ExctusroNs ExcLUsroNs ExctusloNs ExcLUsroNs ExcLUsroNs ExcLUsroNs ExcrusroNs o Commercial in Confidence SKIDATA INC - 08/2812019 Page9of11 SKIOAIA ll.0 AccfFr r{cr or TERMS axD CoxDrrKxs PuictrasrrG AGRttMENT wrrH TrnMs & CoNorroN5 INSTAI-IATIoN INCLUOTS MoUNTING ANO coMMISSIoNING oI THE sYsTEMs IIST€D. SXIDATA wILL ASSTMBII ANO TIsT THI SYSTEM AND vERIFY IT oPERATT PRoPERLY, IMAGTS IN THIs PRoPosA]. ARI FoR oISPLAY PURPoSTS oI.{I,Y, THt IASII SCOPE OF WORK & RESPONSIEILITIE S DEFT ES SKIDATA'S REspor./srBlllt5; cHArGEs MAy aTTRAo aDDllror{At CHARGES. NErrHtR pARTy sriaL! Bt !raBLt TO THT OIHTR FON ATY ITTDIRTCT, SP€CIAL OR CONSIQUtiIIIAL DAMAGES, INCLUDIi{G 8UI {OI LIMITTO IO LOST PROTI6 AND TOSS OF UsE, INTAr o o THE cosT oF pERMrrs wHERt REeUTRED aRE Nor rNcruoto rN THrs pRoposaL urir.rss sptcrFrcALr.y srartD. THrs pRoposaL rs covERE0 UNDtR THt CO MECHANrcs LrtN Laws uNLEss spEcrflcA[y ExcLuotD. PRrcrNG OoEs Nor rNcLUDt PLA-UNroN [a8oR RATIs AnD Oots Nor rNCLUoE PRtvarL[rG WaGt LaBoR RarEs. PAYMttfi TtRMs: THt Dtpc6rr srArtD aBov€ rs DUt wr8 acctprAxct oF THrs pRoposar. You wrlr BE BrLltD Ntr 30 as EourpMEBr rs DELrvtR€o ro St r8y, wrrH THt EaLAr{cE DUt upoN coMplrTloN. A caxctLLAroN oi REsrocxrN6 cHAffGE oF 40% MAy gt AsstsstD ori carctrLEo oRD[Rs. Sp€crar oRDER rrtMs MAy cARRy up ro 10O% cANcELrATlox / Rtsrock[.16 rEt gasto oN FAooRy RrruRN poLtctEs. ACTUAL SALTs ANO UsT IAI VARY, CUSIOMER IS RESPONIIBTI FOR CHANGIS RTQUIRED 8Y Lo€A! TA.x,,URISoICTIoN, INVOICES NOT PAID WITIIIN THT TIRMS Of THIS PffoPOSAL ARE sUEJTcI To STRvIcT CHARGTS AT IH€ RAIE oT 2,O% PER MoNIH, IN IHt EvENT OUTSIDI MEDIATION IS NTCESSARY fOR THE COLLTCIION OF AN UNPAID INVOICT, IHE CUSIOMTR IS RESPONSIBI.I FOR COLLTCTION COSIS AND REASo ABU ATToRN[Y,S FETs. WaRRAxw coMMEl{cfs oN rHt DArE 5(IDATA RtcflvEs MATIBlal-s rRoM THt pARTs suppLrtR uNLfss oTHERwrsE sptctfrcauy orFtNto. SuPPoRT FoR MANUFAcruRtn's WARRANTY rs pRovrD!o DURTNG BUsrNEss HouRs wrrH a I'lorLrNE (RtMortlsuppoRT or up ro 15 MtNurts DURrt{G SusrNEss HouRs. FuRtHtR supponr stRvrcts By aGRtEMErir oNLy. OriLy rRArNto aNo ctRTrHEo ustRs oF THt suppoRTto SOfTWARE VER5ION C II lOG AND RTCEIV€ WARRANTY SUPPORT. EtNtfrcraL ust oF THt sysrtM gy cusroMER coNsrrurts acctprANct oF THt RATIs, aDMrNrsrRATroN or ALr RATI cHANGts 15 rHE sou RtsPoNsrErLrTy oF THt cusroMtR. SKIDATA rs ABLI To pRovrDE aDDlroNAL pRoFtssroNAL sERvrcts or! A TrMt AND MATERlats BAsts ar AN HouRr-y RATE rs S250, suBrEcr ro CHANGE FRoM TrMt ro rME, pAyABLt rHrRry (30) oays rRoM Rtctlpr oF rNvorcE. CusroMEn a6RrEs ro PAY THI AIII'IIJAL OR ONGOING sOFTWARE LICINSING FEES PIR THIS PROPOSA WHEN OUT, THt rouowrNG rrtMs ro 8t AGRE€o ro REFtn ro sEpaRArr DocuMtrlTs avAtraslt FoR REvttw: 1. A coturot or coNflRMrN6 THt scH€DUrt youR pRo.,tCI FoR rNsrauanofl rs BEcflpr oF THE pRoJtcr DEposrr. THt aurHoRtzaroN oF THIS DOCUMENT INCLUOIS A RIQUIREMENITO PROVIDT oTTAILs of THt PRo]Ifi,s BII! To CoNTACI, AccoUTrTs PAYAaLI CoNTAo, SITT OwxtR AxD LtNDtR as APPLrcaBLt. S(IDATA wrLr pRovrot riArNrNG as wEu as coMMrssror!rNG sERvrcts up ro rrt HouRs srartD. ADDrtror!aL TRATNTNG caN BE scHtDuLto ANo wrr gE pRovrotD AT rnt RATI oF S9S0.00 ptR DAy. UNLtss spEcrFlcaLry 0tFrNto, TRATNING rs ro Bt ofl-rvtRtD Ar A StNTRy aurHoRrzEo rRAriirNc tAcrLrTy. 2. CusroMER covENANTs aND aGRtts IHAT rr wrLL FULty aNo srRrcrly coMpLy wrrH THE LrctNsrN6 aND PCI acxNowt toGEMENTs aND wlIH AlL PROTOCOLS ANO LICTT{STS OUTLIN€D IN THT ACXNOWI.IDGTMTNI DOCUMTITIS, AS THTY MAY 8E AMTNDTD FROM IIMt TO TIMT. PnorEcr Aurxoflzano tGNATUxE: NAMI: TITLE: OnGANrzarroN SIGNATUR€: NAMTI TITLT: ORGANIzAIIoN o Commercial in Cor,tdeace SKIOATA INC - 08/28/2019 SKIDATA, INC Page 10 ot 'l l o o sKroArA 4.0 SKIDATA INC a D SENTRY CoNTRoL SysrEMs LLC, wHorry owNED By SKIDATA INC ("SKIOATA") WARRANTS rHAr arl SKIDATA MANUfACTURTD PARKING ANo REVTNUT CoNTRot SYsruMS (PARCS) PROVIDEO BY SKIDATA AND OELIVERED HEREUNDTR WILL BE FRET OT DTTECTS IN MATERIAI. AND WORKMANSHIP FOR A PERIOD OT l YTAR UNLESS COVTRTO 8Y AN EXTTNDID WARRANTY AGREIMTNT. AIT OTHTR SUPPLITD PRODUCTs ARE WARRANTTD IN ACCORDANCT WITH THAT MANUFACTURER,S TTRM5, THf PURCHASIR SHATT 8T oBIIGATTD Io PRoMPTI.Y REPoRT ANY IAILURT TO CONFONM TO THIS WARRANTY, IN wRITIIN COMMUNICATION wITHIN sarD pERroD, wHtRtupoN SKIDATA sHALt, aT m oProN, coRRECr sucH NoNcot{FoRM[Y, BY SUrraBlt RtPATR TO SUCH PRODUCT OR, FUR TSH RTPLACIMENIS PARTS PROVIDfO THE PURCHASTR HAs STOREO, INSTATTTD, MAINTAINED ANO OPTRATED SUCH PROOUCT II{ ACCOROANCI WITH GOOD INOUSTRY PRACIICTS AND HAS COMPLIEO WITH SPECIFIC RECOMMENDANONS OT SKIDATA, SXIDATA 5HALI, NoT Bt LIABTE IoF ANY REPAIRS, RTPLACTMTNTS, OR AOJUSTMENfS TO THE PRODUCT OR ANY COSTS OT LABOR PERTORMTO gY THT PURCHAS€n OR OTHTRS WTTHOUT sKl0ATA PRrOR WRTTTEN CONSENT. THE ErFtCrS Or ACCTDENT, CORROSTON, VANDALTSM, TMPROPER USt OR INSTAI-LATION, AIIY ACT OT GOD ANO NORMAL WEAR AND TEAR ARI SPECIfICALTY TXCLUDTD, THE PURcHASER sHAI-L NoT coNTINUE To oPERATE PRoDUCT wHIcH I5 coNSIDtRTo To BT DTFTCTIVE wITHoUT FIRsT NoTIFYING SKIDATA IN WRITTEN COMMUNICATION OF IIS INTTNTIONS IO DO SO. ANY SUCH USE OF PROOUCT WILI, BE AT THE PURCHASERS' SOLT RISX ANO TIABITITY. o A STGNATURT BErow rNDrcATEs rHE PURcHASER's accEprar{cE ot rHEsE TtRMs aN0 THAT THE IFFrcrrvt Dart of rHE waRRANTy rs ETTHER THE IIRST DAY OT BTNEFICIAL USI OF THE SYSITM OR SUBSTANTIAI COMPI.ETION, WHICHEVER IS FIRST FOR THE PROOUCT. A WARRANTY DOCUMINT ILLUSTRATIN6 THT EFFTCTIVT DATT5 WILL BT ISSUTD IO THI PURCBASER SY SKIDATA TOR AODITIONAL 6TJIOANCE ONI,Y, AT ANy rME, rF THt PURCHASER RtNouNcts rHE ust of "PRorECr.CaRt" aNTr-vrRUs, THt PuRcHAsE txpucrrly AcxNowLEDGES IJAT SKIDATA wrr[ Nor rNsraLL vtRUs pRortcTlor{ aN0 rs Nor LlaBLt foR ANy DAMAGE cAUSED gy LAcx ot vrRUs pRoTtctoN. Txt PURCHASIR rs THTRTfORT RTSPONSIBLT FOR THE INSTALLATION AND UPDATITIG OF THT NTCESSARY VIRUS PROTECTION, SoFrwanc CoNDmo s TH€ SoFTwARt coNonroNs sHALr Apply rN ADDrroN To SKIDATA'5 IERMs & coNDrroNS. SuBJrcr MATTER or rHEsE soFTWARt coNorfroNs rs rHr GRAirrr{G or UctNsts roR som,vaRE aND THt acxNowLEoGEMEr{T or rHE PCI DSS / PA DsS StcuRE lMpttMENTAfroN GurDt. THt soFrwARt coNorroNs rN THErR cuRRtNT vtRsroN ar rHt nME oF suppty also appl.y ro cuRR .rr aND FUIuRT U PDATTS, UP6RADT5, SUPPLEMT NTs AND 5UPPoRT sERvIcES. SKIDATA U NvE RSAI SoFIWARI LIc€Nst AGRET MT NT A D PCI O5S / PA DSS SrcuRt IMpLEMENTATToN GurDE, aND orHtR TERMs aRt sp€crfltD rN DETAL UNDTR rHE rorLowrNG LrNxs: SxIDATA uNtvtRsAt sotrwa8E LrctnsE aGREEMENT: h t t r s. /,']t n y u r I com /\7'7 sfn92 PCr Dss /PA DSS SEcunE lMptEME[rAroN GurD!: ht|ps 1/t n,r'url corn/y84nf68r Sl(IDATA srar{DARD HARDWART, Hoslr{G ar{D cor{surrar{cy rERMs: h t I os , !1!jLUr i c c rr ]' / a: i irAi u WIIH SIGNING OF THESE TERMS ANO CONOITIONS IT IS INDICATTO THAT ATSO THT IERMs PRESTNTTD WITHIN THE SKIDATA UN|vtRsAL SoFrwARE LIC.NSE A6REEMENl AND THI PCI DSs / PA DSS STCURE IMPTTMTNTATION GUIoE HA5 sTTN RTAo, Ac(NowLIDGID AND AGRtEo To. AcxrowtrD6tMENt Sr6NAruRt TERMS oF WARRArurv Commercial in Corfderce SKIDATA INC - 08/28/2019 11 CoNSUMABI-E ITEMs ARE SPEcIFIcALTY TxcLUDto TRoM WARRANTY, THEsT INcLUDE THTRMAL PRINT HTAoS ANo UPS BATIERIES, o o 8 E : oo () F.(p E F.(p E N. @(\I 8dF(r- o) oooorn- t- oqI lrr_ l'- E(p F- @, N oor-N@d 8 8 F ooI @. E a!(D- E (! CD- E FF. oq (o @ @ oqo @- Eoro @- E .o, oo ao F. @ q o @. oo6t-(o. oo @ @. oo @q oo('i q ooq, @a!- @ oI F @, oq F.I aq CD ,r2 oI c\i t (o oq F-q 8 f;. Eo F. Eoro\ Eo N. rn E F @- F oooo ('t 8 8 (.t 8 Fcr. 8dN d oo 8 (r, 8I (.) E F. rat- E ra,F ra)- E NF. oo ao @o- F- ooo (., 8d (', 8 ao (n- 8('i lt- oo c; (.t E 8 c.j aqo a- ao c; a- ooort (.) 8dNl\- oocio .i ooI .f oq ot(o- N oq F(o- oqoo .i oq NN. oc @ oq @ 8 at) @- oo EF. 6i oq (! N- oodNN- E ro- oq ci oo '.iNN. o F. o N No a -c o o @ o a E F. U)pc (oo oI o F co oa .c @(, .) ,qc(o =cc (L o,(, o€(0I a) EJo o o ood oo c_ F oat F _41- o6 r.i atr G oF J FoF (ol EI aJl>t lo (0 ll.| @{, N qt {, o a) oo co {) 6 cq or oq @q o Fz G, G, 3oz l! z z UJFz =G, El- eo UJlo d, (, @ l-tlo ul z z UJ z a J zo F6o oq @- o O EXHIBIT "2' AMENDMENT NO.2 This Amendment No. 2 (the "Amendment") to the Agreement between the City of Miami Beach and Skidata, lnc. for the Design, Construction, lnstallation and Maintenance of a Parking rol System (lTN 2014-170-SW (the "Agreement') is made and A 2017, by and between the CITY OF MIAMI sting under the laws of the State of Florida Garage Gated Revenue Cont entered into this 26 day of BEACH, a municipal corporati on organ and exi o (hereinafter refened to as the'City") and SKIDATA, lNC. a Delaware corporation, authorized to do business in the state of Florida (hereinafter referred to as the "Contractor"). RECITALS WHEREAS, on September 30, 2015, the Mayor and City Commission adopted Resolution No. 2015-29149, approving execution of an Agreement between the City and Skidata, lnc., pursuant to lnvitation to Negotiate (lTN) 2014-170-SW, for a Gated Revenue Control Systern for the City's parking garages, for an initial term of ten (10) years, with two (2) five (5) year options, at the City's sole discretion; and WHEREAS, the City and Contractor entered into an Agreement, dated October 15,2015 (the 'Agreement"), for the design, construction, installation, and maintenance of a parking garage gated revenue control system, pursuant to ITN 2014-170-SW; and WHEREAS, there is a need for non-warrantied parts and consumable items that are not covered under the maintenance agreement and would be provided by Skidata al a 21o/o discount from manufacturer's suggested retail price (MSRP); and WHEREAS, there is a need for labor hours for work that is not covered under the maintenance agreemenl and the costs of these labor hours are oullined in the attached Exhibit A; and WHEREAS, the cost of future software development was not included in the agreement and if needed, will be provided by Skidata at a daily flat fee of $1,500; and WHEREAS, the annual cost associated with these additional items, if needed, are subject to funding availability, as may be approved through the city's budgeting process at the City Commission's sole discretion; and WHEREAS, the equipment installation cost in the proposal is for work during regular business hours and the City is seeking after hour and weekend work for the City Hall garage installation; and WHEREAS, the costs for the weekend installation is included in the attached Exhibit B and funding is available in the contingency for the project; and WHEREAS, pursuant to Section 2.5 of the Agreement, the City Manager is authorized to approve the purchase of additional equipment, products, and services (items) to the existing scope of the work, and the parties wish to amendment the Agreement to incorporate these additional items. o NOW, THEREFORE, for and in consideration of the conditions and covenants hereinafter contained and other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, the parlies hereto agree as follows: 1. Exhibit "C' to the Agreement, entitled "Parking and Access Revenue Control System (PARCS) Pricing is hereby amended to add the following new products and costs under the category "OTHER": a. non-warrantied parts and consumable items at a 21% MSRP discount; b. labor hours for work that is not otherwise covered under the maintenance agreement, at the rates sel forth in Exhibit A; c. software development cost al a daily flat fee of $"1,500; and d. City Hall after hour and weekend installatron, at the rates set forth in Exhibit B, 2. All other terms and conditions of the Agreement shall remain in full force and effect. ln the event there is a conf ct between the provisions of this Amendment and the Agreement, the provisions of this Amendment shall govern. lN WITNESS WHEREOF, the City and Contractor have caused this Amendment to be executed by their respective and duly authorized officers the day and year first hereinabove wntten. CITY:CONTRACTOR: c OF MIAMI B CH, FLORIDA SKIDATA, INC Jim L. Mor , City Manager Alexa der Christl tBt ) Tir f - Cec ,g o o Attest: Rafa ado, City ClerkE €.ql Date 4/C r'rlOVED AS TO ..OBM & LANGUAGE & FOR EXECUIION Vs t1 SS rg Print Name Fr\P/ tc\tirAllWAR1,4 grcement\Skidata Amend 2 docx ' Date CitY n^f Data J'lo EXHIBIT A KITIATA o i Hrrvrrd W.y . Hlllrbdourh . x, . 08844 ! - l9oE) . 2.r - qr suppo.t.usAeSlHEt..com City of Miami Beach SKIDATA Seruice Depa ft ment General Information & Contact Listings Typical sewice rEuets include relatd isues including fut limited b; hne equipment operat'ron issJes, computer problems, repairs, damagd Euipment replacement, etc. Regular Service Hours: Monday - Friday 8:00 a.m. to 5:00 p.m. Off - Hour Service Hours: Monday - Friday 5:01 p.m' h 7:59 a.m. Saturdays &Sundays: All Day isues, softnare Every reasonable effort will be made to respond to service requests as specified by the City of Miami Beach - Service and MIA Agreenent, Seruice Rates Service Rates - Regular Service Hours $145,00 per hour per hour billed in half hour increments of$77.50 System Engineer Rates - Regular Service Hours $195,00 for the fir* hour; $195 per hour billed in half hour increments of $97.50 The abve Service Rates appty to on-site and remote supprt, Remote rate apply to passlvord danges, issle triaging, creatjng and/or changing rates/reports. For pasword change6, he remote drarge ls for 15 minutes minimum. Based on the severity of the service rEuest, it is completely at SKIDATA's discretion to determine the level of remote rates to be billed. After- Hour or Emergency Rates ltondaythruFriday $lS0fathefirsthalf tpur; $lS0perhorrthereafterbilledin half hourirrrenenE of 990,00, Sat., Sun. and Holidays $390,00 for the fir$ half hurr; $390 per hour hereafter billed in hatf hour increnenb of $i95.00.*N1TE: There is a two hour minimun charge for all after-hour ot emergency service requests.* Service Request Contact Numbers To RequestServiceduring Normal Hours: Call 1-(908)-243-0000 x 2 Or e-mail: Support.USA@Skidata.com ^r' To RequestserviceAfter-Hours Call 1-(848)-459-7495f- Note: To guaranbe a resrynse after houts, ALL after-hours seNice requesB I{UST go hrough the afrer-hours service reque* line, We cannot guarantee a setvie responfi otherwise, Please ensure all attendants and site daff is given the above infornation to ensurc proryr rerlponse, UDELSKI GFIOUP EXHIBIT B SKIDATA KUOTLAXT OITOUP Rocio Alba Parking administrator City of Mlami Beach 1755 Meridian Ave Miami Beach, Fl- 33139 May znd, 2077 Re: City of Miami Beach request to change working hours for the G7 Lane conversions to be completed during Non-Standard Buslness hours. (M - F start after 7PM). All G7, lane specific island conversion labor to be performed during over-night hours and or weekends. (Booth Removal is not included in thls proposal, but must be coordinated wlth this new scope request) G7 lsland conversion to be completed in 2 phases. Phase 1: Cost 53047.50 Phase 2: Cost 53047.50 . Duplicate all phase 1 steps for the remaining 1 Entry and 1 Exit Total cost of labor is 56095.00 Cost analysis: Night work Cost: S22,2OO.00 . 2 Entry lanes at 53000. ea 56000. 2 Exit Lanes at $30O0. ea 56000. I Loops lnstallations at S308ea. 52464.00. Project Management Night resource per lnsurance requirement 56000.00. Removal $1736 for lane equipment contract day work for G7: S16,105.00 Credit differential: 56095.00 o o o o Removal of 1 Ently & 1 Exlt lane of old lane hardware. . Layout and mark for new SKIDATA equipment placements. . Prepare island: saw cut for new Power and communication conduits where require, saw-cut for new Loop replacement, lnstall new condults, loops, back flll and seal open channels. o Pull new cabling as required, Terminate cabling . Mount new hardware, and all related accessories for affected lanes. o Commission for use, . Test lane functions (LAT testing) . Open for public use before proceedlng. o o RESOLUTION NO. 20i9-30665 A RESOLUTION OF THE MAYOR AND CIW COMI'ISSION OF THE CITY OF MIAMI BEACH, FLORIDA, ACCEPTING THE RECOMMENDATION OF THE FINANCE AND CITYWIDE PROJECTS COMMITTEE, AND APPROVING THE DESIGN AND CONSTRUCTION OF A PROPOSEO i'IXED-USE PARKING GARAGE AT THE CITY'S "P16" SURFACE PARKING LOT LOCATEO AT 1262 COLLINS AVENUE, TO INCLUDE: (1) WORKFORCE HOUSING ON THE TOP rwO (2) FLOoRs, wlTH A MINIMUM oF FIFTY (50) UNITS; (2) APPROXIMATELY 4500 SQUARE FEET OF GROUND FLOOR RETAIL; AND A PARKING GARAGE WTH UP TO 158 PARKING SPACES. WHEREAS, worKorce housing is affordable housing directed at individuals and their families employed in the area's local worKorce; and WHEREAS, occupants of workforce housing expend no more than 30% of household income on housing costs for utilities and rent / mortgage for their residence; and WHEREAS, in 2014, the Mayor and City Commission identified Ensuring Workforce Housing for Key lndustry Workers as one of the City's Key lntended Outcomes (KlO); subsequently, the Administration has been working on exploring worKorce housing options; and WHEREAS, the cunent 'P 16' surface parking lot contains fifty three (53) parking spaces; WHEREAS, at its April 20'16 Commission meeting, the Mayor and City Commission accepted the recommendation of the Finance and Citywide Projects Committee (FCWPC), and direcled the Administration to pursue new garage developments that included the incorporation of worHorce housing (via Resolution No. 2016-29355); and WHEREAS, subsequently, in June 2016, the Mayor and Ci$ Commission adopted Resolution No. 201&29425, authorizing the City to enter into negotiations with Desman, lnc. for Architeclural and Engineering Design Criteria Professional Services for mixed use parking garages; and WHEREAS, Desman, lnc. was tasked in preparing the Design Criterla Package (DCP) that will be provided to the Design Build contractor for design development and subsequent construction of a new parking garage; and WHEREAS, the proposed pa*ing garage will be constructed at the southwest corner of the intersection of 13h Street and Collins Avenue; and WHEREAS, on numerous occasions, the Mayor and City Commission have discussed the need to promote greater workforce/affordable housing, as highlighted at its Workforce/Affordable Housing Workshop held on January 25, 2017: and and o WHEREAS, the construction of a parking garage at the City's P16 Surface Parking Lot, located at 1262 Collins Avenue, was approved in the FY 2015-16 Capital Budget as part of the City's initiative to expand municipal parking garages; and WHEREAS, in March 201 7, the Mayor and City Commission adopted Resolution No. 20,l7-29758, and accepted the recommendations made by the Land Use and Development Committee to incentivize the private development of Workforce Housing, as follows: A. Define Workforce Housing beneficiaries as those households eaming up to 140o/o ol Area Median lncome (AMl); B. Assess the potential housing demand from the City' s worKorce, and ensure that appropriate units are developed; C. Expedited review and permifting for construction and rehabilitation projects providing Workforce Housing; D. Encourage micro-housing and mixed- tenant projects on a case- by- case basis; E. Utilize City-owned properties to develop Workforce Housing ( e.9., Barclay Apartments and Collins Park artist workforce housing poects); F. Establish a Iong{erm deed restriclion program to preserve affordability on City-assisted developments; G. Encourage mixed income/mixed use development through positive marketing efforts that accentuate its benefits to the community; H. Research the possibility of short{erm tax abatements for eligible new projects; and Promote these incentives to developers; and WHEREAS, in May 2017, the Mayor and Cily Commission refened the proposed mixed use P16 project (the 'P16 Project') to the FCWPC, requesting that a financial analysis be completed on options proposed by Desman, lnc., to accountfor potential revenues from workforce housing, retail and parking; and WHEREAS, at the June '|.6, 2017 FCWPC meeting, the Office of Capital lmprovement Projecis (ClP) staff presented three options to the Committee and the Committee recommended proceeding with Option 3, which includes a 1Ot,000 SF gross area building, with 5,000 SF of ground floor retail, a net gain of 154 new parking spaces (207 total), and workforce housing on the top floor; and WHEREAS, the single floor (18,000 gross SF) of workforce housing provides approximately 14,000 SF of living space, and 23 one-bedroom units, of 600 SF each. The building would be seven stories, with a maximum height of 75 feet, and would require variances for the height and setbacks; and WHEREAS, in July 2017, the Mayor and City Commission accepted tho FCWPC's recommendation to proceed with the parking garage Option 3. As part of a separate Commission agenda item, the Mayor and City Commission approved scheduling a public hearing to consider the waiver of certain Land Development Regulations; and WHEREAS, on September 13,2017, the Mayor and City Commission approved a height variance to 75 feet and reduced setbacks; and WHEREAS, in October 2017, the Mayor and City Commission adopted Ordinance No. 20174149 in order to fu(her facilitate the construction of worKorce housing; and o o o o WHEREAS, the ordinance amends the minimum and average unit size to 400 square feet across all zoning districts within the City where multifamily residential units are allowed, reduces the parking requirements in Chapter 130 of the City Code to one-half parking space per workforce nousing unit, and allows the new construction of workforce housing units on a site with an existing building, without providing any additional parking; and WHEREAS, a Design Criterla Package (DCP) has been completed for the P16 Project, based on an option whereby the proposed structure would provide approximately 4,500 SF of retail space at the ground level, 18,000 gross SF of worKorce housing including twenty seven (27) studio units on the top floor, and 202 gross parking spaces; and WHEREAS, in order to ensure the viability and feasibility of incorporating worKorce housing into the P16 Project, the City contracled with the Concourse Group for consulting services for Housing Public Private Partnerships (P3) to assist the City in identifying and creating opportunities to partner with the private sector to develop worKorce/affordable housing; and WHEREAS, the Concourse Group developed and analyzed multiple development feasibility models, and evaluated a broad range of building massing options and mixed income levels to create a workforce housing development model that would aftract a developmenl partner; and WHEREAS, because the cunent parameters for the P16 Project were not feasible, Concourse created an additional 6 alternative scenarios for the P16 Project; and o WHEREAS, the revised scenarios add additional square footage to each housing scenario, but lowers the number of parking spaces and gives the project the financial feasibility to stand on its own as a sustainable development that is financially attractive for a development partner; and WHEREAS, the 2018 report from The Concourse Group, Ihe City of Miami Beach Workforce Housing lnitiative, suggests that by adding a second floor of workforce housing, increasing the design to a minimum of ffiy (50) workforce housing units, the P16 Project could be financially attractive to a developer, and fifty (50) units should be designed to include a view for all the units in a diverse housing mix of studios, one-bedroom and two-bedroom units, to accommodate targeted workforce members; and WHEREAS, cunently, the parking and retail components of the project are funded, but there is no available funding programmed in the Capital Budget to fund the housing component; and WHEREAS, at the FCWPC meeting on November 30, 2018, the Administration presented the following two options to the Committee: 1) Proceed with the original option adopted by the Commissioi; or 2) Expand beyond original parameters and eliminate one floor of parking to add an additional floor of housing as a means of making the housing component attractive to a potential developer, as recommended by the Concourse Group report; and WHEREAS, the FCWPC accepted the Concourse Group option to add an additional level of wor6orce housing, for a total of two (2) floors of workforce housing and the elimination of one (1) floor of parking.o NOW, THEREFORE, BE IT DULY RESOLVED BY THE MAYOR AND CITY COillllSSlON OF THE CITY OF MIAMI BEACH, FLORIDA that the Mayor and City Commission hereby. accept the recommendation of the Finance and Citywide Projects Committee, and approve the design and construction of a proposed mlxed-use parking garage at Parking Lot P16, located at 1262 Collins Avenue, to include: (1) worKorce housing on the top two (2) floors, with a minimum of frfty (50) units; (2) approximately 4500 square feet of ground floor retail; and (3) a parking garage with up to 158 parking spaces. PASSED and ADOPTED this -:$_day ot {oaaa.t7 ,2019 Dan Gel r, Mayor ATTEST: il E. Granado, City C rk APPRO/EOASTC' FORM & I.ANGUAGE &FORDGCUNON 9ala o o&*-C",L t- 4-q civAlromq-t D,BAlEi',1t'tC0 t12 o t P Resolutions - C7 C O AAIA/\AI BEACH TO: FROM: DATE: GOMMISSION MEMORANDUM Honorable Mayor and Members of the City Commission Jinmy L. Morales, City Manager January 16,2019 o SUBJECT:A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, ACCEPTING THE RECOMMENDATION OF THE FINANCE AND CITYWIDE PROJECTS COMMITTEE, AND APPROVING THE DESIGN AND CONSTRUCTION OF A PROPOSED MIXED-USE PARKING GARAGE AT PARKING LOT P16, LOCATED AT 1262 coLLrNS AVENUE, TO INCLUDE HOUSING ON THE TOP TWO (2) FLOORS (MtNtMUM OF 50 UNrrS), APPROXIMATELY4500 S.F. GROUND FLOOR RETAIL AND THE PARKING GARAGE (UP TO 158 SPACES), BASED ON THE REPORT PREPARED BYTHE CONCOURSE GROUP. RECOMMENDATION The Administration recommends that the Mayor and City Commission approve the Resolution. ANALYSIS Workforce housing ls affordable housirp directed at individuals and their families employed in the area's local rrr,orKorce. Occupants of r,rorldorce howing expend no more than 30% of household irrcome on lrcusing costs for utilities ard rent / mortgage for their residence. Workforce housirg has many benefits to the community, such as: . ReducirB traffic (by eliminatirg cars carrying uorkers from other communites) . Creating closer community ties (by those who live and trork here). Encouraging residency by vital employees irrcluding teachers, emergency personnel, and nurses, amorB others. ln 2014, the Mapr and City Commission ideffied Ersuring Workforce Housing for Key lMusty Workers as one of the City's Key lntended Outcomes (KlO); subsequently, the Adminisbation has been lrcrkirB on eplorirB lrorKorce howing options. The construction of a parking garage at the P16 Surface Parking Lot, locded at 1262 Collins Awnr.re, rras apporrcd in the FY 201S16 Capibl Budget as part of tlp City's initiative to expand municipal parking garages. At ils April 2016 Commission meetirg, the Malor and City Commission accepted theo Page 488 of 1648 Subsequenfly, in June 2016, the Mayor and City Commission adopEd Resoh.rtion No. 2016- 294:25 avtpiArB the City to enter into negotiatiors with Desman, lre. for Architectural and Engineering Design Criteria Professional SeMces for mixed use parking garages. Desman, lnc. uras tasked in preparing a Design Criteria Package (DCP) wtrich shall be provided to the Design Build Team for design development and subsequent construction of a new parking garage. The proposed pa*ing garage will be constructed on the property cunently occupied by surfme parking lot P16 located at the southr,riest corner of the intersection of 13th Street and Collirs Avenue. The surface parkir€ lot cunently holds fifty three (53) parking spaces. The Malpr and Commission have been aclirely discrssing the need to prcmote greater uorldorce/affordable housing for the last couple of years .rs highlighted at ib Worldorce/Affordable Housirg Workshop held on January 25,2017. ln March 2017 , tE City Commission adopted Resolution No. 2017-29758 wtrich accepted the recommendations made by the Land Use and Development Commiftee to incentivize the prilate derrelopment of Workforce Housing: A. Define WorKorce Housing beneficiaries as those households eaming up to 14Oo/o of Area Median lncome (AMl); B. Assess the potential housing demand from the City' s uacrkforce, and ensure that appropriate units are developed; C. Epedited review and permitting for construction and rehabilitation projects providing Worldorce Housing; D. Encourage micro*rousirg and mixed- tenant projects on a case- by- case basis; E. Utilize City-ouared properties to develop Workforce Housing ( e.9., Barclay Apartments and Collins Park artist vrcrkforce housirg projects); F. Establish a lorp{erm deed resfiction progmm to preserve affordability on City-assisted developments; G. Errcourage mixed income/mixed use development through positive marketing efforts that accentuate its benefits to the communit)4 H. Research the possibility of short-term trax abatemenb for eligible new projects; and l. Promote these incentives to developers. ln t'tlay 2017, the Mayor and City Commission refened the proposed parkirg garage at P16 project to the FCWPC requestirB that a financial analysis be completed on options proposed by Desman, lnc., to account for potential revenues from vrorldorce housing, retail and parkins. At the June 16,2017 FCWPC meetirg, he Office of Capital lmprovement Projects (ClP) staff presented three options to the Committee. The Commitee recommerded proceedirg with Option 3 wtrich includes a 104,000 SF gross area building, with 5,000 SF of ground floor retail, a net gain of 154 new parkirB spaces (207 total), and vrorldorce housing on the top floor. The o o Page 489 of 1648 o recommendation of he Finance and Citlaruide Projects Committee (FCWPC) directirg the Administration to pursLle new garage derclopments that included the incorporation of r,vorkforce housing (via Resolution No. 201 6-29355). o o sirgle floor (18,000 gross SF) of uorKorce housing provides approximately 14,000 SF of livirg space, ard 23 one{edoom unib, of 600 SF each. The building will be selen strcries, with a maximum height of 75 feet and uould requirc variarrces for the height and setbacks. ln July 2017, the Mayor and City Commission accepted the FCWPC's recommendation to proceed with the parking garage Option 3. As part of a separate Commission agenda item, the Mapr and City Commission approrcd scheduling a public hearing to consider the waiwr of Development Regulatiors. On September 13,2017, the Mayor and City Commission approrred a height variance to 75 feet and reduced sehacks. In October 2017, he Mapr and City Commission adopted Ordinance No. 2017-4149 in order to furher facilitate the conshrction of uorkforce housing. The ordinance amends the minimum and arerage unit size to 400 square feet across all zonirg districts within the City where multifamily residential units are allovrled. lt also reduces the parking requirements in Chapter 130 of he City Code trc one-half parkirg space per rrrorkforce housirg unit The ordinance also alloua the new corstruction of vrorKorce housing units on a site with an eisting building, without providirg any additional parkirg. ln order to ensure the viability and feasibility of incorporatirB uorkforce lousing into the project, the City confacted with the Concourse Group for consulting seMces for Housirg Public Private Partnerships (P3) to assist fie Crty in identifying and creatirg opportunities to partner with the privab sectcr tc develop vwrldorce/affordable housirg. The Consultant senes as the City's primary advisor/Consultant throughout each project to achieve project goals. The 2018 report from The Concourse Group, The City of Miami Beach WorKorce Housing lnitiatiw, sr€gesb that by adding a second floor of norKorce horcing, increasing the design to a minimum of fifty (50) unib, the poject could be financially atfactive trc a development entity. The frfty (50) unib should be designed to include a viewfor all the units in a diverse housing mix of studios, one-bodroom and trro-bodmom unib, to accommodde targeted norKorce members. A Design Criteria Package (DCP) has been completed, based on an option whereby the proposed stucture vrould provide approimately 4,500 SF of retail space at the ground level, 18,000 gnrss SF of vrorkforce housing irrcluding twenty seven (27) shtdio units on the top floor, and202 gross parking spa@s.o Page 490 of 1648 The Concourse Group developed and analfed muttiple derrelopment feasibility models as well as evaluated a broad range of building massing optiors and mixed income levels to create a worldorce housing development model that \ould dtract a derclopment partner. Of the eight development scenarios considered, only tuo of them meet the parameters originally approved by tp Crty Commission. Hovre\6r, neither of these scenarios r,\,Duld meet the financial performance criteria and refum nscessary to attract a development partner. Because the cunent parameters u,ere not feasible, Concourse created an additional 6 alternative scenarios for the site. The revised scenarios add additional square footage to each housing scenario bnt louer the number of parking spac6s. These actions give the project the financiai feasibility trc stand on its own as a sustainable derrelopment that is financially attractive for a development partner. A comparison of the schematic design from the DCP and tfe schematic design stpgested by the reportfrom Tlp Concourse Group is provided below: OR!GINAL OPTION Parking garage with seren (7) floors (up to 75'{" in heigFrt), 202 spaces (net gain of 149 spaces), with 4,500 SF ground floor retail, and 27 units (14,000 SF net) of uorkforce housirg on the top floor: . Total Project Cost for Parkirg and Ground floor retail: $11 ,241 ,800 . Total Project Cost for Worldorce Housirg Units: $ 7,200,000 . Revenue from Parking Spaces (202): Approximately $2,390 per space, or $482,780 annually. . Revenue from Ground Floor Retail: 4,500 SF at $62 per SF, or $279,000 annually. . Revenue from Workforce Housirg Unib: 14,000 SF at $2.80 per SF, or $470,400 annually. CONCOURSE GROUP OPTION Parking garage wih seven (7) floors (up to 75'{" in height), '158 spaces (net gain of '105 spac€s), with 4,500 SF ground floor retail, and 50 units (28,000 SF net) of uorkforce houslng on the two (2) top floors: . Totral Project Cost for ParkirB and Ground floor retail: $ 9,002,200 . Total Project CostforWorldorce Housirg Units: $14,400,000 . Rerenue fiom ParklrB Spaces (158): Approimately $2,390 p€r space, or $377,620 annually. . Revenue from Ground Floor Rehil: 4,500 SF at $62 per SF, or $279,000 annually. . Relenue from WorKorce Housirp Units: 28,000 SF at $2.80 per SF, or $940,800 annually. Cunently, the parking and relail componenE of the project are furded. Tlere is no anailable funding programmed in the Capital Budget trc fund the housing compornnt At the FCWPC meeting on November 30, 2018, the Administration presented the following tuo options to the Committee: 1) Proceed with the original option adopted by the Commission; or 2) Epand bepnd original parameters and eliminate one floor of parking to add an additional floor of housing as a means of making the housing component attractive to a potential developer, as recommended by the Concourse Group report. FCWPC accepted the Concourse Group option to add an additional level of vrcrkforce housirg, for a total of triro (2) floors of vrcrkforce hor.rsing and the elimination of one (1) floor of parking. CONCLUSION The Administration is requesting acceptance of he recommendation from the FCWPC, to proceed with the Concourse Group option to inch.rde worKorce housing on the top ttto (2) floors (minimum of 50 units), approimately 4,500 SF ground floor retrail and th€ parkirp garage (up to 158 spaces). o o Leoislative Trackino Page 491 of '1648 o The above estimated parking revenr.rc information was provided by tle Parkirg Department; the Tourism Culture and Economic Development Depa(ment provided the anticipated retail datra; and the projected rent for housing data ard Workforce Housing Analysis was prepared by The Corrcourse Group for the Office of Housing and Community Services. o o Capital I mprovement Projecb ATTACHMENTS: Descriptlon n Resolution o Page 492 of 1648 o o o o o o Parks and Recreation O o o O O o .\-\ O Publi. Pork. o ft:t#:x* I c"r c",-..' MIAMI BEACH PARKS & RECREATION YOUR PLACES TO PIAY miomibeochpork s.con | 30 5.67 3.77 30 \ ATLANTIC OCEAN tuifir I Prnr 3, tr 0u0Y PArr tl tnLLwltR Prnr 'IDI PARX xoni^rDr lioxtt Gou (oultt 26 ilor AilDtfiontlPArt ,l II zt NoRflflDY |ttt Plx'( r Po(x llltto{ fart i mnmr ul pllr IIt u coRc PArr, 3 Po{(arr rArx fi!fln Plrr ll l, trDl t tuot Plxt toto Pla f[ l[r(x G(xr (u|l z I S{0'I tlt(ow toult GiTn a lc flirt uliflot{ trrr3II 6 O tuxttl Llxt P&x !t | 2oix 9nttr Poqo P r ?1 0frtu(H lourior(l?r lllII:fttllltllrrtlrt! tt :![rrrrt LU Xllt tltr PAut t5ulD Plrx !a r',rtlltarlrarrl III I IITII T "aflrtrrrfj}a'lrr ]r,lr tat I lttrtr!tr,rrirr!t I ruo ttoxt{Al Doucutocar ru(H panrwarHtilclox rarx G,t w^sH0tclolt PAtx l$ttx {II,.l, touTH Pol[[ PlRt( BISCAYNE BAY t2 'llttl ttrll rrtr2 PI ( taIDsfi{tt tt Prrfitft lltrII (0urtt ittu tsll Plat{ l{irt(Ut It liD Pltt I I I aa n rwn(t Gllt ontlt tut I I 40 Pork s South Beoch (l st -23rd streets) r Belle lsle Pork o Buoy Pork o Flomingo Pork o Hibiscus lslond Pork . Lummus Pork . Moriory Stonemon Douglos Oceon Beoch Pork . Mourice Gibb Memoriol Pork . Miomi Beoch SoundScope o Polm lslond Pork . South Pointe Pork o Woshington Pork . Woshington Pork Annex . Mioml Beoch Golf C ub 3 Recreotion Centers o Flomingo Pork PAt Building I Senior Center (Monoged by third porty) o Unidod Senior Center ot Bondshell Pork 3 Teen Centers r Scott Rokow Youlh Center 2 Tennis Centers r Flomingo Pork Tennis Cenler: l7 courls 2 Computer Lobs 1Op.n to the public) r Scott Rokow Youth Center I Bowling Alley r Scott Rokow Youth Center: 6 lones I ke Rink . Scott Rokow Youth Center Miomi Beoch Porks ond Recreolion Sites, Focilities & Ammenities Mid Beoch l24th - 62nd streets) . Boyshore Pork . Beoch View Pork . Britlony Boy Pork o Collins Pork r Fisher Pork r lndion Beoch Pork r Lo Gorce Pork o Muss Pork o Pine Tree Pork r Poinciono Pork o Polo Pork o Scott Rokow Youth Center & lce Rink r Sunset lsle ll Pork o Sunset Loke Pork o Normondy Shores GolI Course lndoor Focilities . Scott Rokow Youth Center . Noutilus Middle School North Beoch {63rd, SZth streets} . 82nd Street Skote Pork . Allison Pork o Altos del Mor Pork o Bondshell Pork o Crespi Pork o Foirwoy Pork o Normondy lsle Pork & Pool o Normondy Shores Pork . North Beoch Oceonside Pork r North Shore Pork & Youth Center o Porkview lslond Pork o Porkview Pork Annex o Stillwoter Pork o Totum Pork o Norlh Shore Pork & Youth Center o Normondv lsle Pork & Pool . Scott Rokow Youth Center o o r Miomi Beoch Tennis Center: l2 courts ot North Shore Pork & Youlh Center 3 Fitness Gyms (lncludes selectorized weight equipment, oerobics, ond free weights) r Flomingo Pork: PAL Building . North Shore Pork & Youth Center 2 Gymnosiums (Configured for court use of bosketboll, volleyboll, bodminton ond similor) r Scott Rokow Youth Cenler . North Shore Pork & Youth Center . North Shore Pork & Youlh Cenler o 42 Pork Sites, os of November 2019. which ore broken down into: o Bondshell Pork: 4 20 Ploygrounds Equipment sized for children 5-12 yeors of oge){'Denotes with shode structure) r Allison Pork o lndion Beoch Pork* o Beoch View Pork* . Lummus Pork o Belle lsle Pork' . Moriory Stonemon Douglos Oceon Beoch Pork o Crespi Pork . Muss Pork' . Foirwoy Pork' r Normondy lsle Pork & Pool o Fisher Pork" o North Beoch Oceonside Pork' o Flomingo Pork . North Shore Pork & Youth Center* I 5 Bosketboll Courts ('Denotes locoted inside community center) o Crespi Pork: I . North Shore Pork & Youth Cenler: I' o Foirwoy Pork: I . Polm lslond Pork: I o Flomingo Pork: 2 . Polo Pork: 4 o Normondy lsle Pork & Pool: 2 I 5 Tennis Courts (No onsite fees) o Foirwoy Porl: 2 . Normondy Shores Pork: 4 o Miomi Beoch Golf Club: 2 o Polm lslond Pork: 3 . Lummus Pork: l8 . North Beqch Oceonside Pork: 2 l5 Tot-lots {Equipment sized {or children 2-5 yeors of oge)('Denotes with shode structure) . Belle lsle Porkt o [o Gorce Pork* o Crespi Pork r Lummus Pork ]:;":;:',' :il::';.,":?ffffi,3"#roso.ceon Beoch Pork . Ffomingo Pork . Muss Pork* Outdoor Ammenities del Mor: 2 7 Dog Porks (*Denotes seporote lorge & smoll dog oreos) e Belle lsle Pork* r Pine Tree Pork' . Flomingo Pork* . Soulh Poinle Pork . Norlh Beoch Oceonside Pork* . Woshington Pork 6 Multi-use Sports Fields (Not diornond fieldl e Crespi Pork: I . Foirwoy Pork: I . Flomingo Pork: 2 . Normondy lsle Pork & Pool: I 7 Outdoor Fitness Troils lPofi with exercise stotions instolled olong its length) r Allison Pork r Brittony Boy Pork o Beoch View Pork o North Beoch Oceonside Pork 5 Diomond Fields (For boseboll or sohboll use) . Flomingo Pork: 2 . North Shore Pork & Youth Center: 2 5 Outdoor Fitness Gyms (Cluster of selectorized weight ond oerobics equipmentl . Flomingo Pork: l3lh Skeet r Lummus Pork: 5th Street o Frominso pork: Foorboil/Trock srodium ' ,tilIi'j;::1tJ:,i13"J.., r Totum Pork: I o Porkview lslond Pork' r Polo Pork' . Scott Rokow Youth Cenler & lce Rink* o South Pointe Pork* o Stillwoter Pork . Tolum Pork' o Scon Rokow Youth Cenler: I * . Stillwoler Pork: I r Totum Pork: I 3 Conrrrrunity Go rden s '$H$JJ.J:I""'* . Polo Pork: 4 r Normondy lsle Pork & Pool o Polm lslond Pork* . Polo Pork* . South Poinle Pork* . Totum Pork' . Woshinglon Pork Annex o Polo Pork: I o Porkview lslond Pork . Stillwoter Pork o Polo Pork: I o Normondy Shores Pork o Norlh Beoch Gorden ot Porkview Pork Annex . Mid Beoch Gorden ot Pine Tree Pork 3 Pools r Flomingo Pork . Scott Rokow Youth Center 2 Antpitheotre5 (Openoir venue used for entertoinment ond performonces) . Bondshell Pork . Miomi Beoch SoundScope I6 Hondboll Cou rts o Flomingo Pork:8 (onewoll) o Flomingo Pork:6 (four-woll) 2 Koyok/ Non - nrotorized Lourrches o Porkview Pork Annex o Pine Tree Pork 2 Stodiums o Flomingo Pork: Boseboll Stodium o Flomingo Pork: Foolboll/Soccer/Trock Stodium I Dog Beo< h (Fridoy - Sundoy, limited hours) r North Beoch Oceonside Pork 'I Domino Povilion . Bondshell Pork I Municipol Boot Romp . Mourice Gibb Memoriol Pork I Skotepork o 82nd Skeet Skote Pork . Normondy lsle Pork & Pool r Polm lslond Pork: 2 (one woll) o o o o City of Miomi Beo<h, 1700 Convenlion Cenler Drive, Miomi Beoch. Florido 33139. ww miomibeochfl.gov o Project Name: Collins Park (GO #2, G.O.B. Project) Project Summary: Replace the damaged paver pathways throughout the park and plaza with new, smooth and structurally-sound pavement. Estimated Cost: $640,000.00 Timelines: Phase Description Planning Design/Permitting Construction Close-out Anticipated Start Date Anticipated End Date 71112019 8115/2019 1116/2020 411/2020 7t3112019 1 11512020 313112020 413012020 o AAIAAAIBEACH o o o o o City of iliomi Beoch, ) 700 Convention Ceoler Drive. Miomi Beoch Florido 331 39, w** miomibeochfl gov Project Name: Crespi Park (GO #3, G.O.B. Project) Project Summary: Replace the existing perimeter fence with a higher security fencing structure, construct a new walking/jogging path, add lresh painl and new flooring to pavilion and restroom areas Estimated Cost: $211,000.00 Timelines: Phase Description Planning Design/Permitting Conslruction Close-out Anticipated Start Date Anticipated End Date 51112019 711t2019 8t01t2019 111912019 613012019 7131t2019 111812019 12n12019 o AAIAAAIBEACH o o o o o City of Miomi Bcoch, I700 Convenlron Center Drrve. Miomi Beoch. Florido 33I39. www miomibeochll gov o Project Name: LED Lighting in Parks (GO #52, G.O.B. Project) Estimated Cost: PaJk Crespi Park LED Lighting Normandy lsle LED Lighting Stillwater Park LED Lighting Tatum Park LED Lighting $87,000.00 $199,800.00 $87,000.00 $152,000.00 Timelines; Park Crespi Park LED Lighting Normandy lsle LED Lighting Stillwater Park LED Lighting Tatum Park LED Lighting AAIAAAIBEACH Project Summary: Upgrade park lights to LED technology. Anticipated End Date 10121/2019 1112012019 1012112019 1011412019 o o o o Ciry ol Miomi Bco<h, I700 Convenlion Cenler Dnve. Miomi Beoch. Florido 33139. ww miomibeochfl.gov o Project Name: Scott Rakow Youth Center (GO # 18, G.O.B. Project) Project Summary: Upgrade pool liltration syslem and renovate pool restrooms. Estimated Cost $538,000.00 Timelines Anticipated End Date 6122t2019 111612019 511512020 6/1412020 o AAIAAAIBEACH Phase Description Planning Design/Permitting Construction Close-out Anticipated Start Date 5t27t2019 612312019 11t21t2019 5t16t2020 o o o AAIAAAIBEACH o o City ot Miami Bcoch, I 700 Convenlion Cenler Drive, Miomi Beoch, Florido 33I 39, www miomibeochll gov Project Name: Stillwater Park (GO #21, G.O.B. Project) Replace the existing perimeter lence with a higher security fencing structure, construct a new walking/jogging, add lresh paint and new llooring to pavilion and restroom areas. Estimated Cost: $14s,000.00 Timelines: Phase Description Planning Design/Permitting Conslruction Close-out Anticipated Start Date Anticipated End Date 511t2019 71112019 81112019 111812019 6/30/2019 713112019 111812019 1113012019 o Project Summary: o o O o o o Police o o o City of lltiomi Bco<h, l7O0 Convention Center Drive. Miomr Beoch, Florido 33 I 39, ww miomibeochfl govo o Project Name: Recruitment & Hiring Police Department - Support Services Division Current Department The Police Department is currently budgeted lor 416 sworn personnel and 1 .l 5 civilian support staff (531 in total). currently, 411 and 107 sworn and civilian positions are lilled respectively. Processes are underway to lill all of the civilian vacancies shortly. The Department anticipates reaching nearjull employment in the sworn ranks in spring 2020. Non-Certified Hiring ln 2016, the Department implemented a pilot program in which it undeMrote the cost of sending non-certified police candidates to the police academy and hiring them upon successful completion. A few modifications to this program have been made since its implementation with the most significant one taking place in 2018. ln 2018, the Department was permitted to underutilize vacancies to lund the hiring ol these candidates as tull-time employees while attending the police academy. To date we have hired twentyjour (24) Police Off icer Trainees and have two additional recruits in queue to slarl a lull-time academy in January 2020. The Department will continue to send candidates to the police academy 2020, utilizing one of the methods previously implemented. Due to the low number of vacant positions available, however, we will not be underutilizing positions to fund this program but instead revert to the "hire upon completion of the police academy" method. A non-certrlied recruitment will take place in late-2019/early-2020. Certified Hiring ln fall-2015, the Department changed the job description for certif ied police oflicers to require a bachelor's degree or 3 years active duty military experience, in addition to a current Florida law enforcement certrfication. Since this change, we have noticed a downward trend on the number ol certilied applications received. ln the summer of 201 9, the Chief requested that a new avenue for hiring be added: sixty (60) college credits and three (3) years of Florida law enlorcement experience. We anticipate thal more certified applicants will meet the minimum requirements with this recent change. One ol the Departments goals has been to continue increasing the number of sworn female otficers and we are happy to report that as of October 20.19 we have reached 18% (the national average ol female law enforcement oflicers is less than 12%). Estimated Cost: Part of the Police Budqet; FY2O19/2020 Timelines: Ongoing O AAIAAAIBEACH The Department is currently accepting applications for certilied police oflicers. The hiring ol certilied police officers is a iast-tack method lo Iill vacancies. Certified candidates do not need to attend the police academy (six months in length) and go right into post-academy training and subsequently the field training program. This method ol hire is currently being used as a supplement to fill unexpected vacancies. Recruitment The Department continues to participate in local recruitmenucareer fairs and utilizes the social media platforms in order to reach other candidates. We expect the Recruitment and Backgrounds Unit to increase their local and traveling recruitment schedule in the summer/fall of 2020, as we prepare for a large number ol retirements in 202'1. o o O o o City of Miomi Bcoch, 1700 Convention Center Drive, Miomi Beoch, Florido 33 I 39, www.miomibeochfl.gov Prolect Name: Citywide Public Sarety Cameras & License Plate Reader Program lmplementation with G.O. Bond Funding Project Summary: The Miami Beach Police Department has been developing a comprehensive public safety digital camera and license plate reader program. The citywide program was initiated after a successful pilot program with the Venetian lslands Homeowners Association. The Police Department leveraged the then soon{o-be-decommissioned wireless infrastructure used Ior the citywide Wi-Fl system. The initial cameras were purchased with Federal JAG Grants and were deployed strategically along Ocean Drive and other areas that would allow the Department to monitor traflic for major events. The Police Department has deployed license plate readers at the following locations . Venetian Causeway (City Limits & Purdy Ave)o MacArthur Eastbound. 6rh Street and Washington Aveo VMS Trailer with License Plate Beader (Mobile). 10 marked patrol cars with mobile license plate readers. Alton Road & Chase Aveo Julia Tuttle Westbound lrom Northbound Alton Rd on-ramp. 67 Street and lndian Creek.. 87rh Terr. Collins and Harding Ave (Northbound and Southbound Lanes) There are currently 10 police vehicles with LPB's and three mobile LPR trailers. With funding from the G.O. Bond, we will be adding the main corridors into the city (lvlacArthur, Julia Tuttle, 71sr) via the quick wins. We will also be adding over 20 additional {ixed sites covering the main arteries throughout the city during tranche 1 and major roadway construction projects expanding pass tranche 1 . While the program is evolving and expanding, the below listed costs are what is appropriated in this budget year. Many of the challenges and costs we race in addition to the cost of the cameras and their supporting hardware are related to the lack of other necessary O AAIAAAIBEACH Cameras Currently we have over 125+ cameras deployed across the city in a variety of roles (traffic monitoring, special events, Ocean Drive, etc.). Via the GO Bond quick wins, we are focusing on the Lummus Paruocean Dr Project which will double the amount ol cameras currently deployed in this area and lay the ground work for our next quick win project, the Beachwalk {rom 14rh Place to 23'd Street. Once these projects are complete, we will continue to expand throughout the entertainment district to include the Collins and Washington Avenue Corridor. Continuing in tranche 1 and later will be the expansion into several business districts (Alton Rd, 41sr St, 71stSt) working wlth several other city departments as such as transportation and public works. But our work does not stop there, as we are currently involved in adding additional security at several parks (Scott Rakow Youth Center and North Beach Youth Centeo, city facilities (1755 Customer Service Center and City Hall) and parking facilities (All enclosed parking garages). The Police Department is also working with Capital lmprovement on larger upcoming projects such as Lincoln Road, North Beach Open Space Park, Convention Center Park and the remaining Beachwalk areas. These projects are in addition to providing public salety for all ol the upcoming special events such as Halloween, Art Basel and the Super Bowl! City Commission Brief ing Book October 29, 2019 Page 2 ol 2 infrastructure, such as continuous power and connectivity to transport the data. Estimated Cost: lncluded in G.O. Bond Quick Wins / Tranche 1 Funding Timelines: Project #57 on the G.O. Bond Quick Wins is in the Procurement Phase and expected to be completed in 2020. o o o o o City ol Miomi Bcoch, 1700 Convention Cehter Drive, Miomi Beoch, florido 33I 39, m miomibeochfl.gov Project Name New Homeless lnitiative; Police Department Petitions lor lnvoluntary Assessment and Mandated Treatment Project Summary The Police Department, via its twice-monthly Homeless Solutions Meetings, identilied a small group of homeless individuals who reside on our City's streets and are severely dependent on alcohol. These individuals have been found in various stages of poor and ever-deteriorating health as a result of their chemical dependency on alcohol. They have been arrested many times and always relurned to the streets. They have consistently refused the city's offer of shelter and social services. The Police Department and Fire Department f requently receive calls about these individuals lor medical evenls and/or nuisance-related crimes that they are involved in, thus unnecessarily tying up valuable resources. As a result of these calls for service, these indivaduals were repeatedly committed by our police otticers to local hospitals lor chemical dependency under the Marchman Act. We experienced a revolving door with the local medical system, where the patients would be triaged, evaluated and treated for any immediate medical issues, only to be quickly released. The root cause of their problems - total alcohol/chemical dependency - would not be addressed. Their health would continue to deteriorate. The tying up ol police and fire resources would continue, and their presence on our streels would remain an eyesore and challenge for our community. The Police Department recognized that without acute clinical care, these indivrduals would eventually die on our slreets. Members of the Department attended a valuable trainrng class where the Miami- Dade State Attorney's Ollice presented the steps to have an individual involuntarilv commitled lor trealment of his/her addiction. After this class , our team of Homeless Resource Officers and Neighborhood Besource Officers were determined to explore the mandatory treatment route through ex parte petitions made to the courts. They gathered the required torms, established an actron plan, and created a plan for each of the most notorious alcohol-dependent, chronically homeless persons whose health they had observed to be drastically deteriorating over the years. MBPD off icers have collected comprehensive records and compelling photos documenting the obvious health deterioration of individuals titting these criteria and make their ex parte petrtions to the court, requesling mandatory 60-day evaluation and medical treatment. ln each case, the Police Department had previously arrested the selected subjects many times. The Magistrate sided with the Police Department and ordered these individuals in for treatment and stabilization. The Department has established a close relationship with all of the staff involved at the courts. This has helped to quickly tacilitate what is usually a long process. There have been 33 persons have been entered into this extraordinary program based on the hard work and perseverance of the MBPD'S homeless liaison officers. There have been twenty (20) "qraduates" of the proqram so far, all men who have moved on to sustained housinq and o AAIAAAIBEACH The Police Department's newest initiative to deal with some of the most challenged and chronically homeless individuals in the City involves a petition process and court-ordered treatment for a segment of the homeless population suffering from life{hreatening alcohol addiction. City Commission Briefing Book October 28, 2019 Page 2 ot 2 what we hope will be long{erm sobriety. They are daily receiving proper, ongoing medical and mental health care and follow up by clinicaans. Our Police Department is the first in Miami-Dade County to pursue this ex parte petition process. The standard ror court-ordered mandatory 60-day evaluation and treatment will likely remain very high. So this is nol a solution lor other than the most chronically homeless, persons who are severely alcohol dependent to the point of having a life{hreatening condition. However, it is a significant new tool for the Police Department and the City in certain severe cases. Other local police agencies have heard about our efforts and expressed interest in duplicating our approach in their jurisdictions. For this 2019 thus far, the Homeless Resource Officers have placed over 100 homeless individuals in after-hour shelters. Estimated Cost N/A Timelines: Continuous o o O o o City of Miomi Bcoch, 1700 Convention Cenler Drive. Miomi Beoch, Florido 33139, www.miomibeochfl gov o Project Name: Police Department - Patrol Area 1 Proiect Summary: The Police Department Area 1 patrol command has the following boundaries: Dade Boulevard south to the bay, inclusive ol Palm, Hibiscus, and Star lsland(s). Area I does not include the Entertainment District. The Area 1 Captain is also in command ol the lollowing specialized units: (1) Redevelopment Area IRDA], (2) Motors Unit, and the (3) Accident lnvestigations Unit. Current lssues that lmpact or lmplicate Police Services: . Trafficflow/mitigation . Homelessness o Ouality of Lile lssues . Large crowd safely concerns. lncrease demands lor police-community partnerships . Numerous construction proJects (public and private) . Homeless Sweeps/Homeless Outreach Team relerrals . Driving under the lnlluence (DUl) saturations . License Plate Reader (LPR) details . President's Council quarterly meetings with the Presidents of all HOA'S . Atlendance at monthly HOA meetings . High visibility directed patrols in the Redevelopment Area (RDA) o High visibility directed patrols in the residential areas . Park and Walks assigned to City parks . Annual Holiday Toy Drive . Afternoon rush hour "Block the Box" initiative o Traffic control center camera detail . Targeted speed enforcement by the motor squad . School Resource Off icers . Park Bangers assigned to City parks . Weekly meetings with crime analysts Estimated cost: No additional cost excepl lor budgeted events lo include Halloween, Air and Sea, Homeless Details and Holiday Details. . Daily, throughout the yearo Ouarterly. As special events dictate AAIAAAIBEACH Current lnitiatives: Timelines: o o o o o City of ,rtiomi Bcoch, 1700 Convenlion Cenrer Drive, Miomi Beoch, Florido 33139, www miomiSeochll gov Project Name: Police Department - Patrol Area 2 Project Summary: The Police Department Area 2 Patrol Command has the lollowing boundaries: 24 Street and the Beach to the Bay up to 63rd Street and the Beach to the Bay, inclusive of the Venetian lslands, the Sunset lslands and La Gorce lsland. . Traff ic Enf orcemenUMitigation. Quality of Life/Homeless issues with a microscope along the Area 2 gateways to Miami Beacho Boardwalk issues. lncreased demands for police community partnerships . Demands lor educational partnerships with local taith institutions as well as the elementary, middle and high schools Current lnitiatives: Traff ic EnforcemenUMitigation. Quarterly Neighborhood Association Traflic Enlorcement Details are conducted by on duty off icers with a motor componento School Zone enforcement is conducted by motorcycle ollicers on a daily basis Quality of Life/Homeless issues. Midnight shilt officers conduct pre-dawn checks of the 4lstStreet business corridor. 4lsrStreet Beat and NRO conduct daily checks of 41 Street corridor Boardwalk issues. Boardwalk Beat officers conducl homeless referrals, and reler homelessness, substance abuse, drug sales, and suspicious persons to Homeless Besource Team and the Street Crimes Unit as approprlate lncreased Demand tor Police Community Partnershipso Area Captain and Neighborhood Resource Otficer meet quarterly or more with the HOA's, religious institutions, hospital administration and businesses Oemands for educational partnerships with the local taith institutions as well as with elementary, middle and high schoolsr Monthly visits to school classrooms through SLO's, Kindergarten COPs, Keep a Clear Mind Program and the PAL programs. Area 2 personnel handle special requesls to include bullying, bicycle sa{ety, career day and social media safety as requested Estimated Cost: No additional cost with the exception of budgeted events to include Halloween, Air and Sea, Homeless Details and Holiday Details. Timelines:. Daily, throughout the year . Ouarterly. As special events dictate o AAIAAAIBEACH Current lssues that lmpact or lmDlicate Police Services: o O o o o City o, iqmi Beo<h, I 700 Convenlion Cenler Drive, Miomi Beoch, tlorido 331 39. www miomibeochfl gov Project Summary: The Police Department Area 3 patrol command has the following boundaries: 63'd Street North to 87'h Street, West to the Center of the East Bridge on 79ih Street. . Area 3-day shift and atternoon shift units have roll call out ol the North End Substation (NESS) rather than the main station to expedite their start time.. The following recurring events are covered with enhanced staffing: Full Moon Drum Circle and the Prism Normandy Fountain Series. Various other City sponsored events are covered as they arise.. Demonslralions are monitored with on-duty resources.. The Florida Department of Transportation (FDOT) has begun a roadway improvement project along SFI 41A./lndian Creek Drive lrom 63 Street to Abbott Avenue in the City of Miami Beach. Estimated completion date is December 2019. This project causes occasional traf{ic congestion.. Flooding in the south parking area ol the NESS continues to be a concern. The area does not require excess rain to llood which presents parking issues for citizens wishing to visit the NESS and police department personnel.. The generator installation for the NESS is still pending.o The NESS roof is still pending improvements. A red light camera is scheduled to be tested at the intersection o, 71 Street and lndian Creek Drive (Eastbound). A permanent license plate reader (LPB) will be deployed to 71 Street and Bay Dr. W The Area 3 Captain and NRO conducl a monlhly community meeting in which all of the Area 3 HOA's are invited to attend. This allows us to deliver uniform messaging to all and gain feedback lrom our residents. North Uniform Patrol Officers are assigned various details to conduct during their down time. These details are designed to address identified crime trends, tratfic hazards and lurther our effort to make our residents, business owners and visitors leel sale. These details include but are not limited to: park and walk, directed patrol and traffic enlorcement. Area 3 Neighborhood Resource Otficer (NRO) offers crime prevention surveys free to any resident and business owner, conducts crime prevenlion awareness presentations, investigates illegal dumping activity, conducts homeless outreach missions, relocales resources such as decoy vehicles and light towers as needed and keeps all HOA's informed of any key issues. North Walking Beats (two-day shift and two alternoon shift) have been proactrvely engaging the business corridor and provide high visibility on Collins Avenue. They also provide a presence and monitor events at the North Beach Bandshell. Additional police cameras are in progress. The NESS has a full Gym, restroom, locker and shower area so otficers are able to remain in zone while they maintarn a f itness commitment. The Area 3 Crime Analysl provides the Captain with a weekly crime trend reporl. This tool assists in deciding where and how to deploy resources to address any identified trend. o AAIAAAIBEACH Project Name: Police Department - Patrol Area 3 Current lssues that lmpact or lmplicate Police Services: Current lnitiatives: City Commission Brieling Book October 31 , 2019 Page 2 ol 2 The {ollowing equipment is assigned to the NESS and is routinely used by all otficers: (1) Kawaski Mule (All-Terrain Vehicle), (1) Police Goll Cart, Numerous Bikes, (1)Patrol Boat, (1) undercover vehicle and (1) 20 loot storage container. Estimated Cost: Part of the Police budoet. Timelines: Ongoing o o o o City of iliomi 8coch, I700 Convenlion Cenler Drive, Miomi Beoch, Florido 33I39, www miomibeochfl gov o O Project Name: Patrol Area 4-Entertainment District lnitiatives Police Department - Area 4 Proiect Summary: The Police Department Area 4 patrol command has the following boundaries: 5th Streel on the South; 151h Street on the North; the West Sidewalk of Washington Ave on the West and the waterline on the beach. The Area 4 Captain is also in command of the following specialized units: Hostage Negotiation Team. The City of Miami Beach Entertainment District (MXE) is one of our most important tourist attractaons and an essential component to the economic viability of not only the City ol Miami Beach, but for the entire metropolitan South Florida Region. The diversity of restaurants, nightlile and entertainmenl options attract visitors lrom all over the world and serves as host to more than 250 special events annually to include events associaled with Superbowl LIV in 2020. Over the course of the last year, the MXE has seen increases in street level narcolics activity, open consumplion of alcohol & marijuana, illegal promoting, unlicensed business activity and other quality of life crimes and inlractions. The alorementioned criminal activity, coupled with ditficult high-profile events like Spring Break and Memorial Day Weekend, have resulted in constanl media scrutiny and amplilied social media exposure. This heightened scrutiny has led to a perception ol overall lawlessness in the MXE, as expressed by community activists and business owners, in-spite ol UCR Crime statistics which show an overall decrease in crime as measured through victimization data. The following is a summary regarding Ocean Drive/Area 4 and the ongoing efforts by the Police Department to advance the quality of lite lor residents and visitors and improve the public perception of crime. This etfort is anchored in the organization's commitment to returning to grass-roots community policing practices where all police personnel are engaged and invested in community concerns and responsive to the identification and resolution of area-specific problems and crime trends. Through the establishment of community partnerships with all officers assigned with the responsibility ol patrolling lhe area, community members and the police department can collaborate to readily address crime problems which are most important to the community. . Beach Theft Proactive Detail. Operation Safe Streets. Homeless Outreach Team Field lnitiatives . Atlendance at Committee on Homelessness monthly meeting AAIAAAIBEACH Current lssues that lmpact or lmDlicate Police Services: o Public Perception ol Crime . Quality ol Life lssues . Homelessness . Safety Concerns: Crowded Spaces and Special Events. Tourist Targeted Crimeo lncrease demands for police-community partnerships . Numerous construction projects (public and private) Current lnitiatives: City Commission Brieling Book October 2'l , 2019 Page 2 of 3 . Atlendance at MaritimeMaterf ront Security monthly meeting. Attendance al Ocean Drive Association monthly meeting o Liaison to FWC on Sea Turtle Protection/Awareness lnitiatives . High visibility directed patrols o TRAC/Overlap Details during peak periods . Park and Walks assigned to Lummus Parucollins & Washington Aves. Nightly Beach Closure/Opening Details o Park Bangers assigned to City parks . Weekly meetings with crime analysts Community Policing-Problem Solving Although the Miami Beach Police deparlment has historically been among the leaders in the industry regarding community policing eflorts, the organization is returning to proven techniques which have been successful in the past at directly addressing crime trends in our community through engagement. By utilizing assigned personnel along Ocean Drive and Area 4 to connect with residents and business owners/mangers during their assigned hours of operations, oflicers increase ownership ol their area ol responsibility and forge valuable ties with stakeholders allowing them to be more responsive to the specific issues on their shift. Additionally, lhe establishment of the Community Affairs Unit will co-locate neighborhood resource officers and other dedicated community affairs resources under the command of a Community Aflairs Captain to better utilize their skills. The CAU will conduct proacllve communily engagement activities to provide additional opportunities for personnel and community stakeholders to interact. lmplementation of Recommendations from the Mayor's Panel of Ocean Drive On October 30, 2018, at the direction of Mayor Dan Gelber, the Mayor's Ocean Drive Panel "Panel" was formed. The Panel consisted ol 14 members and was divided into two subcommittees, Safety, Security and infrastructure "SSR" and Business and Culture Practices 'BCP', The purpose of the Panels was to study and make recommendations as to how to improve the experience for residents and citizens on Ocean Drive, between 5th and 1sth streets. The Panel was tasked with providing, alongside a linal report, ongoing recommendations. The MBPD is committed to thoroughly reviewing and implementing these recommendalions to improve the MXE. Off Duty Employment ln addition to the dedicated resources assigned to area 4/Ocean Drive, the reintroduction ot police officers working off duty details at individual operators along Ocean Drive, will maximize otficer presence in the area acting as a lorce multiplier to directly impact the public perception ol crime. The re-implementation of off duty details on Ocean Drive will provide dedicated resources onsite at each location to prevent and immediately respond to disruptive behaviors and criminality. The otf duty officers will be directly supervised by a MBPD Sergeant or Lieutenant funded by the City under the Tourism Oriented Policing Service (TOPS) Program. Training All personnel assigned to work in the MXE will be provided with specialized lraining on the CMBs newl instituted Code of Conduct for o rators on Ocean Drive. This O o o o o training provided by the Code Compliance Department will allow for oflicers on Ocean Drive to assist Code Compliance in recognizing violations of the new ordinance to assist in its enlorcement by Code. Proactive EngagemenUEnf orcement Efforts Operation Safe Streets Operation Safe Streets-Clean Sweep will utilize both traditional uniform police resources in concert with plain clothes and undercover detectives to maximize the impact on the complex criminal activity in the area and provide a highly visible law enforcement presence to directly address the public perception of crime. To address citizen concerns regarding Additionally, CMB Code Compliance personnel will be invited to participate in these operations to focus on complaints regarding the improper operation of establishments along Ocean Drive and the enlorcement ol the recently instituted Code ol Conduct. All in all, Operation Sale Streets, is a high visibility proactive quality ol life enforcement detail, that will directly address specilic complaints from residents and business owners ol lrequently occurring crimes along Ocean Drive/Entertainment District. This initiative will focus on slreel level crime enrorcemenl to include: narcollcs sales/possession, public consumption of alcohol or marijuana, conducting business without a license, disorderly conduct, unlalvlul assembly and various breaches of the peace. Enforcement efforts will also include resources assigned to the detection and enforcement ol violations of the CMB Code of Conduct for business operalors on Ocean Drive and provide homeless outreach services lo persons requesting assistance. Beach Theft Oetail This proactive enlorcement detail utilizes crime data to focus unilorm and undercover resources in areas of the beach with the highest reported incidents of beach thefts. Since this detail commenced, we have seen an overall reduction in beach thelts of almost 20%. Estimated Cost: No additional cost excepl lor budgeted events to include Operation Safe Streets Details, Air and Sea Show, Homeless Details, Beach Theft Proactive Delails and Holiday Details. . Daily, throughout the year. Quarterly. As special events dictateO City Commission Brief ing Book October 21, 20'19 Page 3 ol 3 Additionally, the MBPD will provide in-service training to MXE Officers on lrequently occurring quality of lile issues in the area and provide enforcement strategies to counteracl these violations. Timelines: o o o o City oI itiomi Bcoch, 1700 Convenlion Center Drive, Miomi Beoch, Florido 33I39, www miomibeoch{l gov o Project Name: RAPID DNA PILOT PROJECT The essence ol Rapid DNA is a fully automated system that analyzes biological samples to produce a DNA prolile without human inlervention, Expert system software solely does the interpretation and matching ol the DNA profiles allowing for this technology to be used in non-laboratory settings such as in local law enlorcement departments. The technology has been used over the years in the United States for many different applications lrom its original purpose of being used in military settings by the Department of Defense to its current uses for border patrol testing by the Customs and Border Protection partnered with the Department of Homeland Security, lor disaster victim identilication services by medical examiners, lor human tratficking investigations, and by local law enlorcement agencies lor investigative purposes. Currently, Rapid DNA technology has been adopted by numerous law enrorcement agencies and state crime labs for the development ol DNA profiles from crime scene samples and reference samples. Atter the announcement in April of 2017 that the Miami Beach Police Department was going to begin regularly using Rapid DNA as an investigative tool for criminal investigations, four initial goals were set for the Rapid DNA Pilot Project: 1. Establish mutual expectations for a police department's forensic team to properly use Rapid DNA technology; 2. Establish mutual expectations and protocols for how evidence is collected lor and processed by a Rapid DNA instrument, and how results are analyzed and reasonably interpreted: 3. Establish mutual expectations for the acceptable performance of the Bapid DNA instrument itsell; and 4. Establish mutual expectations and protocols for a police department to use a Rapid DNA prolile obtained from crime scene evidence when to do so may be helptul in a criminal investigation. Over the past two years, the contributors to the Rapid DNA Pilot Project have worked diligently to meet and exceed the goals that were set. Countless hours of research, meetings with other Flapid DNA users throughout the United States, legal consultation, and scientific peer review all contributed to the current framework being utilized by the Miami Beach Police Department. This month the Miami Beach Police Department was able to finalize a complete Quality Assurance Standards Manual for Non-Laboratory Users ol Bapid DNA. This manual mimics the FBI'S Quality Assurance Standards that are in place lor accredited laboratories that tesl DNA in tradilional methods and with Rapid DNA methods. A secondary manual was also completed setting forth regulations for the use ot the LODIS to be used in conjunction with the quality assurance manual. The LODIS is the Local DNA lndex System, or more commonly relerred to as the database, that holds any of the DNA proliles developed on the Rapid DNA system. The manuals specifically cover the training requirements o, the instruments operators, practices to be used tor the collection of Rapid DNA samples, the analyzation methods for the Rapid DNA samples, the maintenance and security of the instrument, salety procedures, and reporting policies just to touch on some the highlights. The FBI still is not in support of the use ol Bapid DNA technology to produce accurale DNA profiles lrom Crime Scene samples for upload into the CODIS database, although they do acknowledge that law enrorcement and slate police labs are using the lechnology nationwide. As a result, the FBI has assembled The Non-CODIS Rapid DNA Best Practices/Outreach and Courtroom Considerations Task Group to suggest best practices o AAIAAAIBEACH City Commission Briefing Book October 25, 2019 Page 2 ol 2 for law enforcement Rapid DNA users. The suggestions published by the Task Group have all been incorporated into the Miami Beach Police Quality Assurance Standards Manual for Non-Laboratory Users of Bapid DNA. The NIiami Beach Police Departmenl still heavily relies on our partnership with the Miami- Dade Police Department Forensic Services Bureau. The sampling method that has been adopted tor Rapid DNA sampling is termed a "dual swabbing" method. The primary sample swab that is collected is for traditional DNA analysis by the l\4iami-Dade Police Department Forensic Services Bureau. The second sample swab that is collected is to be analyzed using Rapid DNA. Currently, DNA results from the Miami-Dade Police Department Forensic Services Bureau take an average of 80-90 days lor a non-priority case such as a burglary. The Rapid DNA system allows for a pro{ile to be developed and searched in less than two hours. The Flapid DNA system allows tor several different types of matches to be made such as the inclusion or exclusion ol a suspect or victim to a crime scene sample and matching a crime scene sample to a diflerent crime scene sample. To date, over 600 samples have been analyzed using Bapid DNA at the Miami Beach Police Department. The Miami Beach Police Department Rapid DNA participants have identified new goals for the Rapid DNA Pilot Project for the 2020 year to include: 1. Establish mulual parlnerships with other law enforcemenl agencies in South Florida that wish to have crime scene and reference samples analyzed with Rapid DNA; 2. Establish mutual partnerships with national, state, and local agencies to provide Rapid DNA assistance for disaster victim identification; 3. Establish mutual partnerships with national, state, and local agencaes to provide Rapid DNA assistance for human traff icking investigations; 4. Establish additronal training and research opportunities in the area ol Rapid DNA. The application ol the technology can be lurther used now that the foundation for the best practices ol Rapid DNA analysis by non-laboratory users has been created. Other surrounding agencies that neighbor Miami Beach are interested in Rapid DNA technology and how it can assist them in their criminal investigations after hearing ol the MBPD program. Two of the members of the Miami Beach Crime Scene Unit are now members of FEMORS (Florida Emergency Mortuary Operations Besponse System) in which Rapid DNA is used in their annual training exercises to prepare for mass casualty incidents in Florida. Rapid DNA can aid in human lratticking investigations relating to prostitution which could be beneficial for use during the upcoming Super Bowl event. Additional trarning and research opportunities will arise as the technology and the law progresses towards the luture ol Rapid DNA analysis. The contributors to the Rapid DNA Pilot Program are optimistic to see the pilot project continue loMard and grow with the needs ol the community and of law enforcement- Estimated Cost: N/A Timelines: Continuous O o O City ol itiomi icoch, I /00 Convention Center Drive, Miomi Beoch Florido 33 139, wtv miomib€ochfl eovo o Human Trafficking is a modern-day form of slavery. Although it includes labor trafficking, the majority of the human trafficking uncovered on Miami Beach relates to sex traflicking. Because of the tourist industry and the amount ot money that traffickers can be paid by Iorcing women to perform sex work, Miami Beach is a prime target for traffickers. The women who are forced into this line ol work are often fearful ol their trafficker and have been convinced not to cooperate with police. We have partnered with the State Attorney's Human Tratficking Task force to handle human tratticking investigations. ln this way we will be helping the task torce become more effective in investigating human trafticking cases. The Miami Beach Police Department will provide any needed investigatory assistance trom members of the Criminal lnvesligations Division. The combined eflort from all team members who will be actively targeting areas of concern looking for any signs of human trafficking victims. Because lhis is a {ocus of the entire department, we will be training the entire police department about Human Trafficking so they can be more inrormed and better prepared to handle human trafficking cases. We are working with the State Attorney's Human Tratricking Task Force by having detectives work directly with them in cases related to any type of watch thelts by prostitutes. As mentioned earlier, we have been running operations lhat include a watch theft component. Because Miami Beach is a target rich environment for watch therts, we have been successful in arresting some of the women we meet for felony theft charges because they stole a watch or olher items belonging to the City of Miami Beach. Because the City is listed as the victim, we are in a better position to prosecute the women lor these crimes. We believe that we can also tie in the prostitute's lrafficker who is most likely lorcing the woman to drug their victims and steal their watches. The Super Bowl is taking place in Miami in 2020 and with it comes many human trafficking and prostitution related crimes. We are preparing operations in Miami Beach, to include agencies from around the county to assist in our operations. All Miami Beach personnel will be working operalions leading into the Super Bowl. These detectives will be working exclusively on operations in Miami Beach. We have also been promised personnel assistance from the Human Tratficking Task Force as well as FDLE. While we are conducting operations, we will remain in contact with Miami Dade Police Department and our Human Trafficking Hotlines in the event they receive any tips of Human Tratficking within Miami Beach. Estimated Cost N/A Timelines: Continuous o AAIAAAIBEACH Project Name: Human Trafficking Operations Project Summary: During 2019, our Miami Beach detectives have arresled 45 prostitutes and 17 traflickers or "pimps". The detectives have rescued at least 25 victims of human trafficking and provided assistance to many more. o o O o o City of Miomi Bco<h, I700 Convenrion Cenrer Drive. Miomi Beoch, rlor do 331 39 *w* miomibeochf] gou Project Name: Police Department - Community Affairs Unit (CAU) Proiect Summary: E xpand community policing concept through the addition of the Community Atfairs Unit and the many associaled torms ol outreach to build strong partnerships with lhe community. The CAU consists of the Homeless Liaison Unit, School Resource Officers, Neighborhood Resource Otficers, Park Rangers, School Crossing Guards, and City Security Guards. Current lssues the Communitv Affairs Unit will be addressinq: Quality ol Life/Homeless lncreased demands lor police community partnerships lncrease in need for educational partnerships with local laith institutions as well as the elementary, middle and high schools lmproved safety in the schools lncreased visibility in high traff ic pedestrian areas Quality of Lile/Homeless issues. Homeless Liaison Unit - Homeless outreach sweeps conducted on a continuous basis offering services to the core homeless population throughout the city. Homeless Liaison Otficers conducl homeless relerrals, and refer homelessness, substance abuse, drug sales, and suspicious persons to Homeless Resource Team and the Street Crimes Unit as appropriate Neighborhood Resource Otlicers. Targeted outreach to address speciric neighborhood problems. Plan community events such as the 6rh Street Block Party on Sept. 22'd. CAU Captain and NBOS will attend HOA meetings, visit religious institutions, hospital administrations and business association meetings. NROs will participate in Park and Walk details in high pedestrian lraffic areas such as Lincoln Road, 4lstStreet and the beach walUboard walk areas. Timelines: . Daily, throughout the year o Quarterly. As special events dictate o AAIAAAIBEACH Current lnitiatives: Educational partnerships with the local laith institutions as well as with elementary, middle and high schoolso Monthly visits to school classrooms through SBO's, Kindergarten COPS, Keep a Clear Mind Program, Bigs in Blue, and the PAL programs. Area 2 personnel handle special requests to include bullying, bicycle safety, career day and social media salety as requested. Estimated Cost: No additional cost with the exception of budgeted events to include Halloween, Air and Sea, Homeless Details and Holiday Details. o o o o o o Procurement o o o O Sec. 2-366. - Genera lly (a) Formal bid thresholds. Unless otherwise established in this article or by law, the purchase of goods or services in excess of the dollar thresholds established in this subsection shall be made following a formal bid process in accordance with section 2-366(b) of this article. The bid thresholds are as follows: (1) Goods and services: $100,000.00. (2) Construction-related services: $300,000.00. (b) Formal bids required. Excepl as otherwise provided in subsection 2-366(c) ol this article, formal bids shall be required when the estimated cost of any goods or services exceeds the formal bid thresholds established in subsections 2-366(a)(1) or 2-366(a)(2), as applicable, and such goods or services shall be purchased by lormal, writlen contract and/or purchase order, after due notice inviting proposals. All sales of personal property (except trade-in personal property) which has become obsolete and unusable, when the estimated value shall exceed the formal bid threshold established in subsection 2-366(aX1), shall be accomplished by lormal written contract to the highest bidder, after due notice inviting proposals has been published as required by law. (c) Formal bids shall not be rcquired tor. (1) The purchase of goods or services at amounts below the bid thresholds established in subsection 2-366(a) of this article. Such goods or services shall be purchased in accordance with section 2-395 ol thas article: (21 Exempt prolessional services, which shall be procured by direct negotiation, and awarded in accordance with section 2-369 of this article; or (3) Sole source purchases, whach shall be procured in accordance with subsection 2-367(d) ol this article. (d) Notice inviting bids. (1) Publishing notice. Notice inviting lormal bids shall be published once in at least one official newspaper having general distribution in the city, or distributed electronically, at least five workrng days preceding the last day set for the receipt of proposals. (2\ Scope of notice. The notice required in subsection (e)(1) of this section shall include a general description ol the goods or services to be purchased or sold, and shall state where bid documents and specilications may be accessed, and the time and place for submittal ol bids. (3) Bidders'list. The procurement director shall solicit sealed bids from all responsible prospective vendors who have requested their names to be added to a bidders'list the procurement director shall maintain, by sending them a copy of such notices or such other notice as will acquaint them with the proposed purchase or sale. ln any case, invitations sent to lhe vendors on lhe bidders' list shall be limited to commodilies that are similar in character and ordinarily handled by the trade group to which the invitations are sent. (e) Bid deposits. When deemed necessary by the procurement director, bid deposits or bid bonds shall be prescribed in the public notices inviling bids. Unsuccessful bidders shall be entitled to return ot a bid deposit or bid bond within 60 days lollowing the city commission's award of the bid (or rejection ol all bids). A successful bidder awarded a contract shall forfeit any bid deposil or bid bond upon the bidder's railure to enter a conlract within 30 days after the award of the contract to the successful bidder, unless such date is extended by the procurement director tor the purpose of finalizing contract negotiations, if applicable. (f) Submission and opening of bids. (1) Sealed bids. Bids shall be submitted sealed to the procurement director and shall be idenlilied as bids on the outside of the envelope. o o (2\ Opening. Bids shall be opened in public at the time and place stated in the public notices (as such date may be amended by addendum to the rormal bid documents), and shall be witnessed and certified. (3) Tabulation. A tabulation of all bids received shall be made and shall be available for public inspection. (S) Prequalification of bidders fot construction contracts. The city manager shall establish a policy for the prequalif ication of contractors performing construction work, subject to the requirements ol F.S. $ 255.20, as applicable. The policy shall provide thal a contractor that has been deemed to be pre- qualilied by the Florida Department of Transportation shall be presumed to be pre-qualified for the same category ol work under the city's pre-qualification policy. A contractor's prequalif ication status may be revoked if a conlractor no longer meets the pre-qualification criteria established in the pre- qualilication policy, or it the contractor lails to perform satisfactorily under any existing city contract, as determined by the city manager at the city manager's sole discretion. At a minimum, the policy for the prequalification ol contractors shall consider whether the conlractors meet the city's minimum requirements with respecl to lhe category of work lor which the contractor will be prequalified, including the following, as may be applicable: (1) Satisfaction of all applicable licensure requirements of the State of Florida and/or Miami-Dade County; (2\ Successful completion of at least one project, similar to the category or scope ol work for which lhe contractor will be prequalified, including, without limitation, with respect to the quality of completed work, and the contraclor's schedule performance withrn the time periods required Ior completion; (3) Submission ol relevant project personnel qualilications and experience; (4) Proo, ol sufricient bonding capacity to secure the applicable performance bond and payment bond; (5) Proof of capacity to meet city's insurance requirements; (6) Evidence of linancial capacity; (7) Record of safety performance; and (8) A certified litigation history for the three previous years that includes all claims asserted against the contractor, settlements, and judgments. (Code 1964, $ 31A-9; Ord. No. 2001-3290, S I, l-31-01; Ord. No. 2014-3892, $ l.9-17-14; Ord No. 2019-4256, $ 3, 4-10-19 Sec. 2-367. - Rejection of bids; negotiation; sole source purchases; waiver of competitive bidding (a) Except as further provided under subsections 2-367(b) and (c), generally, il a bid is equal to or less than the amount established in this article for formal bids, the city manager shall have the aulhority to reject any and all bids. (b) Where only one responsive bid response is received, or lhe responsive bid(s) received exceed(s) the budgeled amount, the city manager, without any action by the city commission, shall have the power to selecl one ol the lollowing options: (1) Reject the bid(s) and, if he determines that same is in the best interest of the city, re-advertise the item for bidding; or (21 Request that the city commission make additional funds available and proceed to negotiate an agreement with the sole or lowest responsive bidder, and the award of the final negotiated contract shall be subject to the prior approval ol the city commission. o o o o o (c) Notwithstanding subsection 2-367(b), in bids Ior municipal construction projects, where the lowest and best bid exceeds the budgeted amount allocated toward the construction cosl of the project, the city manager, without any action by the city commission, shall have the power to negotiate an agreement with the lowest and best bidder exceeding the budgeted amount of the work. lf the city manager is unable to successlully negotiate an agreemenl with the lowest and best bidder, the city manager may terminate negotiations with such bidder and commence negotiations with the second lowest and best bidder. lf the city manager is unable to successfully negotiate an agreement with the second lowest and best bidder, the city manager may terminate negotiations with the second bidder and commence negotiations with the third lowest and best bidder. The award of the final negotiated contract shall be subject to the prior approval of the city commission. (d) The city commission, by simple majority vote, lor goods or services in excess of the amount established in this article for lormal bids, shall have the power to negotiate those contracts and purchases where only one source for the product or service is evident. (1) Belore any sole-source purchase can be made, the using agency shall submit justification in writing, together with all suppoding documentation, to the procurement director, stating that the proposed supplier is the only source of supply ol the desired goods or services, and that there is no other supplier or authorized repair/service center (as applicable). The supporting documentation shall include a written quotation with terms and conditions of sale. ln addition, the using agency shall obtain the written determination lrom an industry expert or consultant that the item or service is the only one available to lullill the city's need. (2\ ln the alternative to the requirements of subsection 2-367(dX1), the procuremenl department may establish that an item or service is a sole source purchase by issuing a public notice ot the city's intent to enter a sole source contract, to permit a prospective bidder to rebut the proposed sole source determination. A contract may be awarded as a sole source purchase pursuant to this section if no responses to the notice of intent to enter into a sole source contract are received, or if the procurement director determines, at the procurement director's discretion, that no other supplier or vendor is capable of providing the requested goods or services. For the purposes of this article, and commodity type products, lacking ditferentiating characteristics from similar products, shall not be considered for sole-source purchases, and the fact that a good or service is trademarked shall not alone serye as a basis for a sole source purchase. (e) Unless prohibited by law, the city commission, upon written recommendation of the city manager may, by resolution adopted by a five-sevenths vote of the city commission, waive competitive bidding requirements for goods and services when the city commission finds such waiver to be in the best interest ol the city. ln the event of such a waiver the city commission may authorize the execution of a negotiated contract lor such goods or services. The city commission shall not waive the competitive bidding requirement, and shall not award a contract for goods or services, without first providing the city manager with the opportunity to submit an advisory written recommendation with respect to the proposed waiver of competitive bidding. Notwithstanding the preceding, following receipt of the city manager's non-binding written recommendation, the city commission may waive the competitive bidding requirement if it determines the waiver is in the best interest ol the city. (Code 1964, $ 3lA-10; Ord. No.96-3065, $ l, l2-18-96; Ord. No.200l-3290, g l, l-31-01; Ord. No. 2003-3390, $ 1,2-5-03; Ord. No. 2014-3892, $ l,9-17-14; Ord. No. 2019-4256, $ 3,4-10- l9) o Sec. 2-369. - Award of contract. All contracts, when the sum is equal to or less than the amount established in section 2-366 of this article for formal bids shall be awarded by the city manager, or his designee, to the lowest and best bidder. When the amount of a contract is in excess of the amount established by this article for formal bids, the city commission shall award the contract to the lowest and best bidder, or may delegale to the city manager the power to award such contract to the lowest and best bidder; however, the purchase o, goods and seryices on a continuing basis lrom MiamFDade County; from the School Board of Miami- Dade County; from the U.S. Communities Government Purchasing Alliance; from state or lederal general services administration bid lists; or awards lrom cooperative alliances or public entities that have utilized a public procurement process may be approved by the city manager without any action by the city commission, even though the total cost of such goods and services may exceed the amount established in this article for formal brdsi provided that prior to approval of such purchases, the city manager shall prepare, or cause to be prepared, a written analysis, in such lorm and manner as shall be determined by the city manager, which shall include a justification as to why it is in the cily's best interest to purchase the goods and services on a continuing basis lrom the entities set forth in this section 2-369. ln determining the lowest and best bidder, in addition to price, there shall be considered the following: (1) The ability, capacity and skill ol the bidder to perform the contract. (21 Whether the bidder can perform the contract within the time specified, without delay or interference. (3) The character, integrity, reputation, judgment, experience and efficiency of the bidder. (4) The quality of performance ol previous contracts. (5) The previous and existing compliance by the bidder with laws and ordinances relating to the contract. (Code 1964, S$ 3lA-l2,3lA-19; Ord. No. 2001-3290, $ l, l-31-01; Ord. No.2003-3390, li l,2- 5-03; Ord. No.2004-3449, $ 1,6-9-04; Ord. No.2014-3892, $ l,9-17-14; Ord. No. 2019-4256, s 3,4-10-19) Sec. 2-371. - Authority to resolve protested bids and proposed awards (a) Right to protest. Any bidder who has a substantial interest in, and is aggrieved in connection with, the solicitation or proposed award of, a formal bid or solicitation, may protest to the city manager or his or her desjgnee. Protests arising from the decisions and votes of any evaluation or selection committee shall be limited to protests based upon alleged deviation(s) from established purchasing procedures set forth in this Code, any written guidelines of the procurement department, and the specifications, requirements and/or terms set lorth in any bid. (1) Any protest concerning the bid specifications, requirements, and/or terms, must be made at least ten business days (for the purposes of this section, "business day" means a day other than Saturday, Sunday or a national holiday) prior to the opening of the bid. Such protest must be made in writing to the city manager or the city manager's designee, and such protest shall state the particular grounds on which it is based and shall include all pertinent documents and evidence. No bid protest shall be accepted unless it complies with the requirements of this section. Failure to timely protest bid specilications, requirements and/or terms, is a waiver of the ability to protest the specifications, requirements and/or terms. (2) Any protest after the bid opening, including challenges to actions of any evaluation or selection committee as provided in subsection (a) above shall be submitted in writing to the city manager, or his or her designee. The city will allow such bid protest to be submitted anytime until two business days following the issuance of the notice by the procurement director to responsive bidders of the city manager's written recommendation for award of the bid in question. Such protest shall state the particular grounds on which it is based, shall include all peninent grounds on which it is based, and shall include all pertinent documents and evidence. No bid protest shall be accepted unless it complies with the requirements of this section. (3) Any protest concerning a bidder's responsiveness to the requirements of the formal bid documents must be submitted within two business days lollowing the procurement director's issuance of a notice ol non-responsiveness to the bidder. (b) Reserved. O o O o (c) [Reasonable reimbursement of expenses.] The city may request reasonable reimbursement lor expenses incurred in processing any protest hereunder, which expenses shall include, but not be limited to, slafl time, legal fees and expenses (including expert witness fees), reproduction ot documents and other out-of-pockel expenses. (d) Authority to resolve proresrs. The city manager or the city manager's designee shall have the authority to setlle and resolve a protest concerning the solicitation or award of a bid. (e) Responsiveness. Prior to any decision being rendered under this section with respect to a bid protest, the city manager and the city attorney, or their respective designees, shall certify whether the submission of the bidder to the bid in question is responsive. The parties to the protest shall be bound by the determination of the city manager and the city attorney with regard to the issue of responsiveness. (f) Decision and appeal procedures. ll the bid protest is not resolved by mutual agreement, the city manager or the city attorney, or their respective designees, shall promptly issue a decision in writing. The decision shall specilically stale the reasons for the action taken and inform the protestor of his or her right to challenge the decision. Any person aggrieved by any action or decision of the city manager, or the city attorney, or their respective designees, with regard to any decision rendered under this section may appeal said decision by liling an original action in the Circuit Court of the Eleventh Judicial Circuit in and for Miami-Dade County, Florida, in accordance with the applicable court rules. Any aclion not brought in good faith shall be subject to sanctions including damages sutlered by the city and atlorney's fees incurred by the city jn delense of such wrongful action. (S) Distribution. A copy ol each decision by the city manager and/or the city attorney shall be mailed or otherwise lurnished immediately to the protestor. (h) Stay of procurements du ng protesls. ln the evenl ol a timely protest under this section, lhe city shall not proceed lurlher with the solicitation or with the award pursuanl to such bid unless a written determination is made by the city manager, that the award pursuant to such bid must be made without delay in order to protect a substantial interest of the city. ll [Adninistralive remedy.]fhe institution and filing ol a protest under lhis Code is an administrative remedy that shall be employed prior to the institution and filing ol any civil action against the city concerning the subject matter of the protest. l\ Protests not timely made under this seclion shall be barred. Any basis or ground for a protest nol sel forth in the letter ol protest required under this section shall be deemed waived. (k) [Determination deemed final.] The determination ol the city manager and the city attorney with regards to all procedural and technical matters shall be linal. (Ord. No. 2002-3344, $ I, l2-19-01; Ord. No. 2014-3892, g l,9-17-14; Ord. No. 2019-4256,$ 3,4-r0-19) Sec. 2-373. - Requirement for city contractors to provide equal benefits for domestic partners (a) Definitions. For purposes of this section only, the following detinitions shall apply: (1) Benefits means the following plan, program or policy provided or otfered by a contractor to its employees as part ol the employer's total compensation package: sick leave, bereavement leave, family medical leave, and health benefits. (2\ Bld shall mean a competitive bid procedure established by the city through the issuance of an invitation to bid, request for proposals, request for qualifications, or request for letters of interest. (3) Cash equivalent means lhe amount ol money paid to an employee with a domestic partner (or spouse, if applicable) in lieu of providing benefits to the employee's domestic partner (or spouse, if applicable). The cash equivalent is equal to the employer's direct expense of providing benefits to an employee tor his or her spouse. o o Cash equivalent. The cash equivalent of the following benefits apply For bereavement leave, cash payment lor the number of days that would be allowed as paid time off lor the death of a spouse. Cash payment would be in the form of the wages of lhe domestic partner employee lor the number of days allowed. For health benelits, the cost to the contractor ol the contractor's share ol the single monthly premiums that are being paid for the domestic partner employee, to be paid on a regular basis while the domestic partner employee maintains such insurance in force for himself or herself . c. For family medical leave, cash paymeni lor the number of days that would be allowed as time oft for an employee to care for a spouse who has a serious health condition. Cash payment would be in the form of the wages of the domestic partner employee for the number of days allowed. (4) Contract means any written agreement, purchase order, standing order or inslrumenl entered into pursuant to the award of a bid whereby the city is committed to expend or does expend tunds in return for work, labor, prolessional services, consulting services, supplies, equipment, materials, conslruclion, construction relaled services or any combination of the foregoing. (5) Contractor means any person or persons, sole proprietorship, partnership, joint venture, corporation, or other form of doing business, that is awarded a bid and enters into a covered contract with the city, and which maintains 51 or more full-time employees on the payroll during 20 or more calendar work weeks in either the current or the preceding calendar year. Work weeks include consecutive and nonconsecutive work weeks. (6) Covered contract means a contract between the city and a contractor awarded subsequent to the date when this section becomes effective valued at over $100,000. (7) Domestic partner shall mean any two adults of the same or different sex, who have registered as domestic partners with a governmental body pursuant to state or local law authorizing such registration, or with an internal registry maintained by lhe employer ol at least one of the domestic partners. A contractor may institute an internal registry to allow for the provision ol equal benefits to employees with domestic partner who do nol register lheir partnerships pursuant to a governmental body authorizing such registration, or who are located in a jurisdiction where no such governmenlal domestic partnership registry exists. A contractor that institutes such registry shall not impose criteria lor registration that are more stringent than those required lor domestic partnership registration by the City of Miami Beach. (8) Equal benelits means the equality of benelits between employees with spouses and employees with domestic partners, and/or between spouses of employees and domestic partners of employees. (b) Equal benefits requirements. (1) All bids for covered contracts which are issued on or afler the eflective date ol this section shall include the requirement to provide equal benefits in lhe procurement specilications for such bids. (2) The city shall not enler into any covered contract unless the contractor certifies that such contractor does not discriminate in the provision of benelits between employees with domestic partners and employees with spouses and/or between the domestic partners and spouses of such employees. (3) Such certification shall be in writing and shall be signed by an authorized officer of the contractor and delivered, along with a description of the contractor's employee benelits plan, to the city's procurement director prior to entering into such covered contract. (4) The city manager or his/her designee shall reject a contraclor's certification ol compliance it he/she determines that such contractor discriminates in the provasion ol benelits or il the city a b o o o o o manager or designee determines that the certificalion was created, or is being used tor the purpose of evading the requirements of this section. (5) The contraclor shall provide the city and/or the city manager or his/her designee, access to its records tor the purpose ol audits and/or investigations lo ascertain compliance with the provisions ol this section, and upon request shall provide evidence that the contractor is in compliance with the provisions ol this section upon each new bid, contracl renewal, or when the city manager has received a complaint or has reason to believe lhe conlractor may not be rn compliance with the provisions of this section. This shall include but not be limited to providing the city and/or the city manager or his/her designee with certified copies of all of the contractor's records pertaining to its benefits policies and its employment policies and practices. (6) The contractor must post a copy o, the following statement in conspicuous places at its place ol business available to employees and applicants lor employment: "During the performance ol a Contract with the City of Niiami Beach, Florida, the conlractor will provide Equal Benefits to its employees wilh spouses and its employees with domestic partners." The posted statement must also include a city contact telephone number which will be provided each contractor when the covered contract is executed. (7) The contractor may not set up or use its contracting entity for the purpose ol evading the requirements imposed by this section. (c) Other options for compliance. Provided that the contractor does nol discriminate in the provision ol benefits, a contractor may also comply with this section in the following ways: (1) The contractor may provide an employee with the cash equivalent of such benelit or benerits, if the city manager or his/her designee determines that either: a. The contractor has made a reasonable yet unsuccessful effort to provide equal benefits. The contractor shall provide the city manager or his/her designee with suflicient prool of such inability to provide such benelit or benelits which shall include the measures laken to provide such benelits or benelits and the cash equivalent proposed, along with its certificate ol compliance, as is required under subsection (b) of this sectaon. The city manager or his designee shall, based on submitted evidence, determine whether the contractor's failure to provide such benefit or benefits precludes such contractor from entering into a covered contract pursuant to the requirements of this section; or b. Under the circumstances, it would be unreasonable to require the contractor to provide benefits to the domestic partner (or spouse, if applicable). (2) The contractor provides benelits neither to employees' spouses nor to employees' domeslic partners. (d) Applicability. (1) Unless otherwise exempt, a contractor is subject to and shall comply with all applicable provisions of this seclion. (21 The requirements of this section shall apply lo contractor's operations as follows: a. Employees ol a contractor with a covered conlract who work within the city limils of the City ot Miami Beach, Florida: and b. The contractor's employees located in the United States, but outside of the City of Miami Beach limits, af those employees are directly performing work on the covered contract within the City ol Miami Beach. (e) Mandalory contract provisions pedaining to equal bener,ts. Unless otherwise exempt, every covered contract shall contain language that obligates the contractor to comply with the applicable provisions ol this section. The language shall include provisions for the following:o (1) During the performance of the covered contract, the contractor certifies and represents that it will comply with this section. (21 The failure of the contractor to comply with this section will be deemed to be a material breach of the covered contract. (3) lf the contractor fails to comply with this section, the city may terminate the covered contract and all monies due or to become due under the covered conlract may be relained by lhe city. The city may also pursue any and all other remedies at law or in equity for any breach. (4) ll the city manager or his designee determines that a contractor has set up or used its contracting entity for the purpose ot evading the requirements ot this section, the city may terminate the covered contract. (5) Failure to comply with this section may subject the contractor to the procedures set forth in division 5 ol this article, entitled "Debarment of conlractors lrom city work." (f) Entorcement.ll the contractor fails to comply with the provisions ol this section: (1) The failure to comply may be deemed to be a material breach ol the covered contract; or (21 The city may terminate the covered contracl; or (3) Monies due or to become due under the covered contract may be retained by the city until compliance is achieved; or (4) The city may also pursue any and all other remedies at law or in equity for any breach; (5) Failure to comply with this section may also subject contractor to the procedures set lorth in division 5 of this article, entitled "Debarment ol contractors lrom city work." (S) Nonapplicability, exceplions and waivers. (1) The provisions of this section shall not apply where: a. The contractor provides benefits neither to employees' spouses nor to employees' domestic partners. b. The contractor is a religious organization, association, society or any non-profit charitable or educational institution or organization operated, supervised or controlled by or in conjunction with a religious organization, association or society. c. The contractor is a governmental entity. l2l The provisions ol this section shall not apply to covered conlracts which involve: a. The sale or lease of city property. b. Development agreements entered into pursuant to F.S. S 163.3220, (the "Florida Local Government Development Agreement"), as same may be amended. c. The award, pursuant to competitive processes, of CDBG, HOME, SHIP and Surtax Funds administered by lhe city's Office ol Community Development. d. The award, pursuant to competitive processes, of Cultural Arts Council Grants. e. The acquisition ol professional architectural, engineering, landscape architectural, or survey and mapping services procured pursuant lo Chapter 287.055, Florida Statutes (the "Consultants' Competitive Negotiation Act"), as same may be amended. l. The procurement of life, health, accident, hospitalization, legal expense, annuity insurance, or all or any kinds ol other insurance lor the oflicers and employees ol the city, and for the dependents of such officers and employees, from a group insurance plan. (3) Upon lhe request and writlen recommendation of the city manager, the city commission may, by resolution adopled by a five-sevenths vote of the city commission, waive compliance ol this section under the following circumstances: o O o o o a. The covered contract is necessary lo respond to an emergency, where the existence of an emergency is requested, upon written recommendation of the city manager, and same is determined by the city commission. for purposes ol waiver under this subsection only, in determining whether there is an emergency, the city commission may consider the f ollowing nonexclusive lactors: '1. The nature ol the covered conlract; 2. The length ol the covered contract; 3. The cost ol the covered contract: 4. Whether grants are involved in the covered contracl and the requirements of those grants 5. Whether there is a need to have materials, goods, and services furnished immediately and the consequences ol a delay in having those materials, goods, and services lurnished: 6. The monetary consequences if action is not taken immediately; 7. Any health, safety, and welfare issues that may be involved. 8. lncreased labor costs, and scheduling of labor; 9. The need to complele work before a strict deadline; or 10. The impact ol delaying one phase or portion ol a project on the other phase(s) or porlion(s) of the prolect. b. Where only one bid response is received; c. Where more than one bid response is received, but the bids demonstrate that none of the bidders can comply with the requirements of this section, and one or more of the bids received would otheruvise have been responsive il compliance with this section would not have been listed as a requirement in the bid specilications; d. Where more than one bid response is received and bid responses are received from: 1. One or more bidders that comply with the requirements of this section and are othen/vise responsive; and 2. One or more bidders that do not or cannot comply with the requirements ol this section, but would otherwise have been responsive if compliance with this section would not have been listed as a requirement in the bid specifications; and 3. The procuremenl director's review of the bids demonstrates lhat the cost of the bid (and/or the proposed covered contracl which may be negotiated for such bid), as submitted by the lowest responsive bidder which complies with the requirements of this section (or, in the case ol a proposal, the proposal of the top-ranked proposer), would be at least five percent, or $250,000.00 (whichever is less), greater than the lowest responsive bid submitted by the bidder which does not comply with the requirements of this section bul would otherwise have been responsive if compliance with this seclion would not have been listed as a requirement in the bid specitications (or, in the case ol a proposal, where the lop-ranked proposer which does not comply with the requirements of this seclion, but would olhenvise have been responsive if compliance with this section would not have been listed as a requirement in the bid specilications); lhen, upon request and written recommendalion of the city manager, the city commission may, by resolution adopted by a five-sevenths vote of the city commission, waive compliance ol this section, and award the bid to the lowest bidder (or, if a proposal, to the top ranked proposer) which does not comply wilh the requirements of this section buto would otherwise have been responsive if compliance with this section would not have been listed as a requirement in the bid specirications. (h) Consistency with federal or state law. The provisions of this section do not apply where the application ol these provisions would violate or be inconsistent with the laws, rules or regulations of federal or state law, or where the application would violate or be inconsistent with the terms or conditions ol a grant or contract with the United Slates ot America, the State of Florida, or the instruction of an authorized representatives of any of these agencies with respect to any grant or contract. (i) pily's authority to cancel contract.l Nothing in this section shall be construed to limit the city's authority to cancel or terminate a contract, deny or withdraw approval to perform a subcontract or provide supplies, issue a nonresponsibility finding, issue a nonresponsiveness finding, deny a person or entity prequalitications, or otherwise deny a person or entity city business. A\ Timing of application. This section shall be applicable only to covered contracts awarded pursuant lo bids which are issued six months from the date when this section becomes effective. (Ord. No.2005-3494. $ I. l0-19-05) Sec. 2-374. - Procedure to provide preference to veterans in contracts for goods and services (a) Detinitions. For purposes of this section only, the following delinitions shall apply: Bld means a competitive procedure established by the city through the issuance of an invitation to bid (lTB), request for proposals (RFP), request lor qualilications (HFO), invitations to negotiate (lTN), or the solicitation of purchase orders based on oral or written quotations. Cedified seNice-disabled veteran business enterprise means an independently owned and operated business, domiciled in Florida, and as lurther delined under Section 295.187(3Xc) of the Florida Service- Disabled Veteran Business Enterprise Opportunity Act, as same may be amended trom time to time, that has been certilied by the Florida State Department Managemenl Services to be a service-disabled veteran business enterprise. SeNice-disabled veteran means a veteran who is a permanent Florida resident with a service- connected disability, as determined by the United States Department of Veterans Aflairs, or who has been terminated from military service by reason ol disability by the United States Department of Detense. SeNice-disabled business enterprise means an independently owned and operated business, domiciled in Florida, and as further delined in Section 295.187(3Xc) of the Florida Service-Disabled Veleran Business Enterprise Opportunity Act, as same may be amended lrom time to time. Small business concerns owned and controlled by veterans means those independently owned and operated small businesses, as defined in Section 502 of the Velerans Benefits, Heallh Care, and lnformation Technology Act of 2006, as same may be amended lrom time to time, which are also domiciled in Florida. and listed in the lederal database ol veteran-owned businesses. yeleran means a person who served in the active military, naval, or air service and who was discharged or released therefrom under honorable conditions. For purposes ol this section, the definition of "veteran" shall adopt the same derinition as provided therefor in F.S. S 1 .01(14), as same may be amended from time to time. (b) Prelerence in purchase of goods or seruices. (1) lTBs and requests for orul ot written qualifications. The city, when considering two or more bids submitted pursuant to an ITB or an oral or written request for quotations for the purchase of goods or services shall give a preference lo a responsive and responsible bidder which is a small business concern owned and controlled by a veteran(s) or which is a service-disabled veteran business enterprise, and which is within live percenl of the lowest and best bidder, by providing such bidder an opportunity ol providing said goods or services for the lowest o o O o o responsive bid amount. Whenever, as a result of the foregoing preference, the adjusted prices of two or more bidders which are a small business concern owned and controlled by a veteran(s) or a service-disabled veteran business enterprise conslitute the lowest bid pursuant to an ITB or oral or written request for quotation, and such bids are responsive, responsible and othen ise equal with respect to quality and service, then the award shall be made to the service-disabled veleran business enterprise. (2\ Request lor proposals, requesl for qualitications, and invitations to negotiale. The city commission, or the city manager (in instances where such action has been delegated to the manage0, in considering, determining, and/or approving the evaluation methodology, selection criteria, and/or other factors determined by the city to [be] applicable in the recommendation and selection of proposers submitting responses pursuant to an BFP, or RFQ, or lTN, as appropriate, shall include (as part ol such evaluation methodology, selection criteria, and/or other applicable factors to be set forth and included within the RFP, RFO, or ITN) and give an additional five points (where the evaluation methodology is based on points system from G-100 points), or an additional live percent (where the evaluation methodology is based on a percentage system 0-100 percent), to proposers whach are a small business concern owned and controlled by a veteran(s) or a service-disabled veteran business enterprise. The additional points shall be applied by the city's procurement division to Miami Beach-based vendors Iollowing the completjon of the allocation ol points by the evaluation committee. (c) Comparison of qualifications. The prererences established herein in no way prohibit the right of the city manager and/or mayor and city commission, as applicable, to compare quality ol goods and/or services proposed lor purchase and compare qualifications, character, responsibility and fitness of all persons, lirms, or corporations submitting bids. Further, the preferences established herein in no way prohibit the right of the city manager and/or the mayor and city commission, as applicable, from giving any other prelerence permatted by law in addition lo the prelerences granted herein. (d) [Waiving ol requirements.]fhe city manager may waive the requirements ol this section in the city manager linds such a waiver to be required for federal, stale, or Miami-Dade County funding eligibility purposes. (Ord. No. Z0ll-3'748, S I, l2-14-ll; Ord. No.20l3-3801. $ l, -5-8-13; Ord. No.20l7-4091, $ I. 4-26-11'. Ord. No.2019-4256. g 3.4-10-19) o Sec. 2-375. - Non-discrimination; contract requirements; waiver. (a) Definitions. As used in this section, lhe following terms shall have the lollowing meaning: Eoycotl means to blacklist, divest trom, or otherwise reluse to deal with a nation or counlry, or to blacklist or otherwise refuse to deal with a person or entity when the action is based on race, color, national origin, religion, sex, intersexuality, gender identity, sexual orientation, marital or familial status, age, or disability. The term "boycott" does not include a decision based upon business or economic reasons, or boycotts, embargoes, trade restrictions, or divestments that are specifically authorized or required by lederal law or state law. Buslness means any sole proprietorship, organization, association, corporation, limited liability partnership, limited liability company, or other entity or business association, including wholly owned subsidiaries, majority-owned subsidiaries, parent companies, or affiliates of those entities or business associations awarded a contract pursuant to this article. (b) Contractrequirements;waiver. (1) The city shall not enter into a contract with a business unless the contract includes a representation that the business is not currently engaged in, and an agreement that the business will not engage in, a boycott, as delined in this section. (21 The city commission may, in its sole discretion, elect to waive the requirements of this section upon a five-sevenths affirmative vote when the city commission deems lhe waiver necessary for the health. safety, or welfare ol the city. (Ord. No.20l6-3990. S l. l-13-16) (a) Fair chance requirement. Beginning on December 1, 2016, the city shall nol enter into a contract, resulting from a competitive solicitation issued pursuant to this artacle, with a business unless the business certifies in writing that the business has adopted and employs written policaes, practices, and standards that are consistent with the city's Fair Chance Ordinance, set forth in article V of chapter 62 of this Code. (b) Waiver. f he city commission, upon written recommendation of the city manager, may by resolution adopted by five-sevenths vote of the city commission waive the requiremenls of this section il the city commission finds such a waiver to be in the best interest ol the city, and provided such waiver is consistent wath state and federal law. (Ord. No. 2016-4012. $ l. 5-1 l-16) Sec.2-377 . - Non-discrimination by city contractors (a) Beginning on May 1,2018, the city shall not enter into a contract resulting from a competitive solicitation (issued pursuant to this article) with a business unless the business: (1) Agrees, in writing, to comply with all applicable provisions of chapter 62, article ll ol this Code which, pursuant lo section 62-32, may be cited as the "City of Miami Beach Human Rights Ordinance": and (2\ Certifies, in writing, that the business has adopted and employs written non-discrimination policies, practices, and standards that, at a minimum, prohibit the unlawful discriminatory practices identified in the City of Miami Beach Human Rights Ordinance. (b) The provisions ol this section shall not apply to any contract entered into prior to May 1, 2018, or to any competitive solicitation issued prior to the effective date of this section. (Ord. No.2018-4172. S l.2-14-18) DIVISION 6. - LIVING WAGE REQUIREMENTS FOR SERVICE CONTRACTS AND CITY EMPLOYEES Sec. 2-407. - Definitions Clty means the government ol Miami Beach or any authorized agents, any board, agency, commission, department, or other entity thereol, or any successor thereto. Covered employee means anyone employed by the city or any service contractor, as turther delined in this division, either full or part time, as an employee, with or without benefits. Covered employer means the city and any and all service contractors, whether contracting directly or indirectly with lhe city, and subcontraclors of a service contractor. Health benefits shall, at a minimum, mean health insurance coverage which consists ol wellness and preventive care, including maternity, and that meets the requirements of a "standard health benefit plan" as defined in F.S. S 627.6699(12XbX4), as may be amended from time to time. o o o Sec. 2-376. - Falr chance requirement for city contractors; waiver. o o Service contractor is any individual, corporation (whether tor profit or not for profit), partnership, limited liability company, joint venture, or other business entity who is conducting business in Miami Beach, and who is either: (1) Paid in whole or part lrom one or more of the city's general lund, capital project funds, special revenue funds, or any other funds, whether by competilive bid process, inlormal bids, requests for proposals, some lorm of solicitation, negotiation, or agreement, or any other decision to enter into a contracl; or (21 Engaged in the business of, or part ol a conlract to provide, or a subcontract to provide, services, lor the benelit of the city. However, this does nol apply to contracts related primarily to the sale ol producls or goods. Covered seNices are the type of services purchased by the city that are subjecl to the requirements ol this division which include the following: (1) City service contracts. Contracts involving the city's expenditure ot over $100,000.00 per year and which include the following types ol services: a. Food preparation and/or distribution; b. Security services; c. Routine maintenance services such as custodial, cleaning, refuse removal, repair, refinishing, and recycling; d. Clerical or other non-supervisory office work, whether temporary or permanenti e. Transportalion and parking services; f. Printing and reproduction services; g. Landscaping, lawn, and or agricultural services; and h. Park and public property maintenance. (2') Should any services included in subsection (1)a.-h. that are being performed by city employees at the lime this division is enacted be solicited in the luture by the city to be perlormed by a service contractor, such services shall be covered services subject to this division. (Ord. No. 2001-3301. $ 1.4-18-01; Ord. No. 2010-3682. $ 1,6-9-10) o Sec. 2-408. - Living wa8e. (a) Living wage paid. Using a "phase-in" approach, hourly living wage rates are as lollows: (1) Effective January '1, 2018, covered employees must be paid a living wage rate ot no less than $1 1.62 per hour with health care benelits of at least $2.26 per hour, or a living wage rate of no less than $13.88 per hour without health care benetits; (?) Effective January 1 , 2019, covered employees must be paid a living wage rate of no less than $1 1.70 per hour with health benefits of at least $2.74 per hour, or a living wage rate of no less than $14.44 per hour without health care benelits; (3) Effective January 1,2020, covered employees must be paid a living wage rate of no less than $1 1.78 per hour with health care benelits of at least $3.22 per hour, or a living wage rate of no less than $15.00 per hour without health care benefits. (b) Health benefits eligibility period. For a covered employer or the city to comply with the living wage requiremenls of this division by choosing to pay the lower wage scale available when a covered employer also provides health care benefits, such heallh care benefits shall consist of payment of at least $2.26 per hour toward lhe provision of a heallh care benelits plan for covered employees and their dependents eflective January 1, 2018, and thereafter, as provlded in subsections 2-408(a)(1)- (3). lf the health care benefits plan of a covered employer requires an initial period of employment for a new employee to be eligible for health care benelits (eligibility period) the living wage requiremenls of this division shall be deemed to have been complied with during the eligibility period, provided the covered employer commences to pay the applicable living wage rate without health care benefits, effective as ol the date of hire of the covered employee. Upon completion of the eligibility period, and provided the new employee will be provided health care benetits, a covered employer may commence to pay the applicable living wage rate with health care benelits. Proof ol the provision ol health care benefits must be submitted to the city's procurement director to qualify for the wage rate for employees with health care benefits. (c) Annual open enrollmenueleclion of benefits. ll a covered employee is being paid the hourly living wage rate with health care benefits and elects, during such period of time (but no less than once during the covered employer's fiscal year) on which the covered employer permits its employees an opportunily to change their health benefits plan coverage (hereinafter such election period shall be relerred lo as the "annual open enrollment period") to no longer continue receiving coverage under the employer's health benefits plan, then not\ivithstandang the covered employer's continuing to ofler a health benefits plan to employees - the covered employee (electing out ol coverage during the annual enrollment period) shall, by the next pay period, be paid the applicable hourly living wage rate without health care benelits. The covered employer may, in its reasonable Judgment and discretion, determine the length ol time lor the annual open enrollment period; may require employees to complete and return a benefits election lorm; and, in the event that a covered employee does not complete and return such election lorm to the covered employee during the prescribed time ol the annual open enrollment period, then the covered employer may treat the covered employee as having elected to continue with the health plan benefits coverage (then in effect) and, accordingly, may continue to pay the covered employee the applicable hourly living wage rate with health benelits. (d) lndexing. The living wage rate may, by resolution of the city commission, be indexed annually for inllation using the Miami PMSA Consumer Price lndex ror all Urban Consumers (CP|-U) MiamiiFt. Lauderdale, issued by the U.S. Department ot Labor's Bureau ol Labor Slatistics. Commencing on January 1,2021, the supplemental health care beneliis rate (the per hour rate towards health benelits) may, by resolution of the city commission, be separately indexed annually lor inllation using the Miami PMSA Consumer Price lndex lor all Urban Consumers (CP|-U) for the Mlami/Ft. Lauderdale area, lor medical care only, as issued by the U.S. Department ol Laboas Bureau of Labor Statistics. Notwithstanding the preceding, no annual index shall exceed three percent; nor shall an annual ancrease exceed the corresponding annual compensation increase (if any) provided to unrepresented (i.e., unclassified) city employees. The city commission may also, by resolution, elect not to index the living wage rate in any particular year, if it determines it would not be liscally sound to implement same (in a particular year). The determination to index (or not index) the living wage rate shall be considered annually during the city commission's review and approval of the city's annual operating budget. ln the event that the city commission has determined, in any particular fiscal year (or years), to not index the living wage rale, and thereafter determines that making up all or any part of the prior yeafs (or years') unindexed percentage would not have an adverse fiscal impact upon the city, then the city commission shall also have the right, but not the obligation, to cumulatively index the living wage rate to "make-up" for any deficiencies in the prior year (or years) where there was (were) no increase(s) (the "catch up" election). The "catch-up" election must be approved by resolulion, and may only be considered during the city commission's review and approval of the city's annual operating budget. (e) Ceftification required before payment. Any and all contracts for covered services may be voidable, and no funds may be released, unless prior to entering any agreement with the city lor a covered services contract, the service contractor certilies to the city that it will pay each of its covered o O O o o employees no less than the living wage described in subsection 2-408(a). A copy of this certilicate musl be made available to the public upon request. The certificate, at a minimum, must include the Iollowing: (1) The name, address, and phone number ol the covered employer, a local contact person, and the specilic project for which the covered services contract is sought; (21 The amount of the covered services contract, a brief descriplion ol the project or seryice provided, and the city departmenl the contract will serve; (3) A statement of the wage levels for all employeesi and (4) A commitment to pay all covered employees the living wage, as delined by subsection 2- 408(a), and including, without limitation, any annual indexes thereto (as provided in subsection 2-408(d). (f) ObseNalion of other laws. Every covered employee shall be paid not less than biweekly, and without subsequent deduction or rebate on any accounl (except as such payroll deductions as are directed or permitted by law or by a collective bargaining agreement). The covered employer shall pay covered employees wage rates in accordance with federal and all other applicable laws such as overtime and similar wage laws. (S) Posting. A copy of the most current living wage rate shall be kept posted by the covered employer at the site of the work an a prominent place where it can easily be seen and read by the covered employees, and shall also be supplied to an employee within a reasonable time after a request to do so. Posting requirements will not be required where the covered employer prints the following statements on the tront of the covered employee's first paycheck and every six months thereafter: "You are required by City of Miami Beach law to be paid at least dollars INOTE: Covered employer to insert applicable living wage ratel an hour. lf you are not paid this hourly rate, contact your employer, an atlorney, or the City of Miami Beach." All notices will be printed in English, Spanish, and Creole. (h) Collective bargaining. Nothing in this division shall be read to require or authorize any covered employer to reduce wages set by a collective bargaining agreement or areas required under any prevailing wage law. (i\ Tip credit exemption. For a covered employee who regularly receives tips or gratuities (hereinafter "tips") as part of his/her pay, a covered employer will be exempt from payment of the applicable hourly living wage rate for such employee provided that the following requirements are met: (1) ln order to qualify for the exception, the covered employer must claim a "tip credit" under the federal Fair Labor Standards Act (FLSA); (2) The exception shall only apply lo covered employees who receive tips as part of their compensation (i.e., waiters, bartenders, hostesses, busboys, etc.); (3) The covered employer shall be solely responsible for assuring that all tipped covered employees meet the eligibility requiremenls for the lip credit under the FLSA: (4) The covered employer may only credit toward satisfaction of the applicable hourly living wage requirement, tips up to the maximum amounl ol the allowable tip credit; and (5) The covered employee's tips plus direct hourly wage combined must add up to at least the applicable hourly living wage rate. Notwithstanding anything in this subsection, tipped covered employees must receive at least the applicable hourly living wage rate when their direct wages and tips are combined. (Ord. No. 2001-3301, $ l,4-18-01;Ord. No. 2003-3408, $ l,4-30-03; Ord. No. 2006-3526, $ l. 9-6-06r Ord. No.20l0-3682, $ l,6-9-10; Ord. No. 2014-3897. g l.9-30-l4r Ord. No.20l7- 4143. $ I. l0-r8-17)o Sec. 2-409. - lmplementation (a) Procurement specifications. The living wage shall be required in the procurement specifications lor all covered services contracts on which bids or proposals are solicited on or after the eflective date of this division. The procurement specifications shall include a requirement that service contractors and their subcontractors agree to produce all documenls and records relating to payroll and compliance with this division upon requesl from the city. All covered service contracts awarded subsequent to the date when this division becomes effective, shall be subject to the requirements ol this division. All procurement specilications lor city covered services contracts shall include appropriate information about the requiremenls ol this division. (b) Maintenance of payroll records. Each covered employer shall maintain payrolls lor all covered employees and basic records relating therelo, and shall preserve them lor a period of three years or the term of the covered services contract, whichever is greater. The records shall contain: (1) The name and address ol each covered employee; (2) The job title and classification; (3) The number ol hours worked each day, (4) The gross wages earned and deductions made; (5) Annual wages paid; (6) A copy of the social security returns and evidence ol payment thereof; (7\ A record of rrange benerit payments including contributions to approved plans; and (8) Any other data or information this division should require lrom time to time. (c) Beporting payroll. Every six months, the covered employer shall lile with the city's procurement director a complete payroll showing the covered employer's payroll records for each covered employee working on the covered services contract lor one payroll period. Upon request lrom the city, the covered employer shall produce its payroll records for any or all of its covered employees for any period covered by the covered services conlract. The city may examine, inspect, and/or copy such payroll records as needed to ensure compliance with the requirement of this division. (Ord. No. 2001-3301. $ l. 4-18-01; Ord. No. 2010-3682, $ l. 6-9-10) Sec. 2-410. - Compliance and enforcement (a) Service contractor to cooperate. The service contractor shall permit the city to observe work being perlormed at, in, or on the project or matter for which the covered services contract was issued. The city may examine the books and records of the service contractor relating to the employment and payroll to determane if the service contractor is in compliance with the provisions of this division. (b) Complaint procedures and sanctions. (1) A covered employee, or former covered employee, who believes that this division applies to him or her and that a covered employer is not complying with the requirements of this division, has a right to lile an administralive complaint with the city's procurement director. Any individual or entity may also file a complaint with the procurement director of the city on behall ol covered employee for investigation by lhe city. (21 Complaints by employees ol alleged violations shall be made in writing within one year after the alleged violation occurred. No complaint shall be withan the jurisdiction ol the city under the administrative complaint procedures in this division if the complaint is liled more than one year after the alleged violation practice occurred. o o o o (3) The complaint shall be signed by the person making the complaint (hereinafler, the "complainant") and, if the complainant is not the covered employee, by the covered empioyee as well: shall be sworn to or affirmed; and shall, at a minimum, state the full name and address of the complainant; the full name and address of the covered employer against whom the complaint is being made (hereinafter, the "respondent"); the facts upon which the complaint is based; and such other information as may be required by the caty. The complaint may be filed by personal delivery, ordinary mail, or certilied mail, addressed to the city's procurement director. (4) The city's procuremenl director shall notify the covered employer named in the complaint (the "respondent"), by providing the employer with a copy ol the complaint by certified mail or personal delivery. Wathin 30 working days atter a copy ol the complaint has been served upon the respondent by the procurement djrector, the respondent may file an answer thereto. lf an answer as liled, the answer shall be in writing and contain, al a minimum, a separate and specific response to each and every particular of the complaint, or a denial of any knowledge or information thereot, suflicient to form a belief. Any allegation ol the complaint which is not denied shall be deemed admitted. (5) lf an answer is filed, the procurement director shall cause a copy of the answer to be served on the complainant. ll the respondent elects not to answer the complainl, then the matter shall proceed on the evidence in support of the complaint. (6) Whenever a verified written complaint is filed pursuant to this division, the procurement director shall make a prompt investigation of all allegations of violations in connection therewith and forward to the city manager a written summary ol the investigation within 60 days after the complaint is filed. If, upon his/her review of the complaint, answer (if filed), and Investigation, the city manager determines that a violation of this division has occurred, the city shall, within 30 working days of a rinding of noncompliance, issue a notice of corrective action, in writing, to the respondent, specifying all areas ol noncompliance and deadlines tor resolutions ol the identilied violations. A copy o, the city manager's notice of corrective action shall be sent to the complainant and the respondent by certified maal, return receipt requested, or by hand delivery. (7) ll a respondent fails to comply with any or all of the resolutions for the identafied violations, within the deadlines provided in the notice, the city manager may issue an order, in writing, to the respondent, by certified mail or hand delivery, notifying the respondent to appear at an administrative hearing before one of lhe city's sitting special masters, to be held at a time to be fixed in such order. A copy of the order shall also be sent lo the complainant by certilied mail or hand delivery. (8) The city manager shall also provide a written report to the city commission, informing them ol the complaint, which report shall include a briel summary ol the facts at issue, the results ol the city's investigation, and the recommended administrative disposition ol the complaint (including any finding ol noncompliance and subsequent recommendation for corrective action). (9) The hearing proceedings shall be informal, and shall aflord the respondent the right to testily in his/her own delense, present witnesses, be represented by counsel, submit relevant evidence, cross examine witnesses, and ob,ect to evidence. (10) The proceedings shall be recorded and minutes kepl by the city. Any respondent requiring verbatim minutes lor judicial review may arrange for the services of a court reporter at the expense of the respondent. (11) Upon the close ol lhe hearing, the special master shall render a decision in writing determining whether or not the respondent is in compliance; or whether other action should be takeni or whether the matter should be continued, as the case may be; and stating lhe reasons and Iindings of fact. (12) The city shall send a true and correct copy of the order by certilied mail, relurn receipt requested, or by hand delivery, to the respondent and complainant. o O o o o (13) The special masteas ,indings shall constitule the linal administrative action ol the city lor purposes of judicial review under state law. An aggrieved party, including the city administration, may appeal a final administrative order of a special master to the circuit court, in accordance with section 30-77 hereof. (14) lf a respondent lails to seek timely appellate review ol an order ol the special master, or to comply timely with such order, the city may pursue the enlorcement ol sanclions set forth in subsection 2-410(c\. (c) Private right ol action against covered employer. Any covered employee ol or former covered employee ol a service contractor may, instead of, but not in addition to, utilizing the city administrative complaint procedures in subsection 2-410(b), bring an action to enlorce the provisions of this division by liling suit against the covered employer in any courl of competent jurisdiction. Upon a finding by a court of competent jurisdiction that a covered employer unlawlully withheld wages under this division, such covered employee shall be entitled to an award of unpaid or underpaid wages, to reasonable cosls and attorneys'fees and, in addition, to liquidated damages in a sum equal to twice the amount of wages the covered employer is found to have unlawtully withheld in order to compensate the covered employee ror the economic losses they suffered by reason of not receiving their wage at the tame it was due and in order to deter future noncompliance by the covered employer. The applicable statute of limitations for such a claim will be two years, as provided in Section 95.1'l(4)(c), Florida Statutes, as same may be amended from time to time, for an action for payment of wages. (d) Sanctions against seNice contractors. For violations of this divisaon, the city shall sanction a service contractor by requiring the service contractor to pay wage restitutaon at the contractor's expense lor the atfected covered employee and may also take the following actions: (1) The city may impose damages, for each week that the covered employee was lound to have not been paid in accordance with this division: and/or (21 The city may suspend payment under the covered services contract andlor terminate the contract with the service contractor: and/or (3) The city may declare the service contractor ineligible for future service contracts lor up to three years or until all restitution has been paid in lull to the covered employee and all penalties (if any) paid to the city, whichever is longer; and/or (4) ln order to compensate the city for the costs of anvestigating and remedying the violation, the city may also order the violating covered employer to pay the city's reasonable costs (lor investigating and delending the complaint and remedying the violation). Such funds shall be allocaled and used to offset the costs of implementing and enlorcing this division. (e) Public record of sanclions. All such sanctions recommended or imposed shall be a matter of public record. (f) Sanctions for aiding and abetting. Tne sanctions in subsection 2-410(d) shall also apply to any party or parties aiding and abetting in any violalion ol this division. (S) Betaliation and discrimination barrcd. A covered employer shall not discharge, reduce the compensation of, or otherwise discriminate or lake adverse action against any covered employee in retaliation Ior exercising the rights protected under lhis division including, without lamitation, making a complaint to the city, under this division; or inlorming any person about any party's alleged noncompliance with this division; or informing any person ol his or her potential rights under this division and to assisl him/her in asserting such rights. Protections under this subsection (g) shall apply to any person who mistakenly, but in good faith, alleges noncompliance with this division. Taking adverse action against a person within 90 days ol the person's exercise of rights protected under this division shall raise a rebuttable presumption of having done so in retaliation for lhe exercise ol such rights. Allegatlons o, retaliation or discrimination, il found true, shall result in an order of restitutaon and reinstatement of a discharged covered employee with back pay to the date ol the filing ol the complaint with the city. o o (Ord. No. 2001-3301, $ 1,4-18-01; Ord. No. 2010-3682, $ l,6-9-10) Secs. 2-4ll-2-425. - Reserved. ARTICLE VII. . STANDARDS OF CONDUCTPT Footnotes: "- (28) -- Slate Law reference- Conllrcts ol rnterest and standards ol conduct. F.S. S DIVISION 1.. GENERALLY Secs. 2-426- 2-445. - Reserved. DIVISION 2. - OFFICERS, EMPLOYEES AND AGENCY MEMBERS,ET 1 '12.31 1 el seq Footnotes: -- (2e) --- o (h) Enforcemenl powers. ll necessary lor the enlorcement ol this division, the city commission may issue subpoenas, compel the attendance and testimony ol witnesses and production of books, papers, records, and documents relating to payroll records necessary lor hearing, investigations, and proceedings. ln case of disobedience of the subpoena, the city attorney may apply to a court ol competent jurisdiction lor an order requiring the attendance and testimony ol witnesses and production of books, papers, records, and documents. Said court, in the case of the rerusal to obey such subpoena, after notice to the person subpoenaed, and upon finding that the attendance or testimony of such witnesses of the production of such books. papers, records, and documents (as the case may be) is relevant or necessary for such hearings, investigations, or proceedings, may issue an order requiring the attendance or testimony ol such witnesses or the production of such documents, and any violation of the court's order may be punishable by the court as contempt thereof. (l) Remedies herein nonexclusive. No remedy set forth in this division is intended to be exclusive or a prerequisite lor asserting a claim lor relief to enforce the rights under this division in a court of law. This division shall not be conslrued to limit an employee's right to bring a common law cause ol action for wrongful termination; provided, however, lhat if a complainant has previously initialed, or iniliates, a civil action in a court ol competent jurisdiction alleging a violation of this division, or other matter, with respect to the same grievance which is the subject of an administrative complaint pursuant to this division, then the administrative complaint shall not be (or shall no longer be, as the case may be) within the jurisdiction of the city under the administrative complaint procedures established herein. Sec. 2-446. - Declaration of policy. It is the policy of the city commission that no otficer or employee ol the city, or any of its agencies or subdivisions, and no member of the city commission, shall have any interest, financial or otherwise, direct or indirect, or engage in any business transaction, or professional activity, or incur any obligation of any nalure that is in substanlial conflict with the proper discharge ol his duties in the public interesl. To implement such policy and strengthen the taith and confidence of the people ol the city in their government, there is enacted a code ol ethics, setting forth standards ol conduct to be observed by all city otficers and employees in the performance of their official duties. lt is the intent of the city commission that this code shall serve not only as a guide for oflicial conduct ol public servants in this city, but also as a basis lor discipline ol those who violate the provisions of this article. (Code 196,1. $ 2-43) Sec. 2-447 . - Penalties for violation of division Violation ol any provision ol this division shall constitute grounds for dismissal from employment, or removal lrom oftice, or other penalty as provided by law. (Code 1964. $ 2-47.2) Sec. 2-448. - Restriction on employment and appointment of city commission relatives (a) No relative of any member of the city commission may be appointed, employed, promoted or advanced in or to a position in the city if the city commission exercises jurisdiction or control over the appointment, employment, promotion or advancement. (b) Relative means an individual who is related to any member ol the city commission as father, mother, son, daughter, brother, sister, uncle, aunt, first cousin, nephew, niece, husband, wife, falher- in-law, mother-in-law, son-in-law, daughter-in-law, brotherin-law, sister-in-law, steplather, stepmother, stepson, stepdaughter, stepbrother, stepsister, half brother or half sister. (Ord. No. 94-2912. 3- l6-94) Sec. 2-449. - Acceptance of gifts, favors, services No officer or employee of the city shall accept any gift, favor or service that might reasonably tend improperly to inlluence him in the discharge ol his otlicial duties. (Code 1964. |i 2-14(l)) Sec. 2-450. - Disclosure of interest in/relationship with business entity o o (a) (1) (21 ll a public otlicer or employee of the city directly or indirectly (via participation in any type ol business entity) has or holds any employment or contractual relationship with any other business entity which the oflicer or employee knows or with the exercise of reasonable care should know, is doing business with lhe city, and which relationship is otherwise permissible under state and county ethics law, he/she shall file a sworn statement with the city clerk disclosing, (consistent with relevant privilege exemptions) the specific nature of employment and interest in such business entity as well as commencement date of the subject employment or conlractual relationship and (if applicable) term of such relationship. The city clerk shall publish logs on a quarterly basis reflecting the disclosure forms relerenced herein. lf a member ol the city commission establishes a busaness relationship with any person or business entity within 12 months after a city commission vote, which vote the city commission o o (Code 1964. $ 2-44(2); Ord. No.2000-3212. $ 1.9-27-00: Ord. No.2009-36-s9. $ I, l0-1.1-09) Sec. 2-451. - Use of position to secure special privileges (a) No officer or employee of the city shall use or attempt to use his otficial position to secure special privileges or exemptions for himself or others, except as may be otherwise provided by law. (b) No officer or employee ot the city shall use or attempl to use his official position to solicit potential clients or cuslomers (including city officers, employees or any other city personnel) for the officer or employee's private business. (Code 196,1. $ 2-44(3)l Ord. No.2008-3607, $ 1.6-25-08) sec. 2-452. - Disclosure of confidential information (a) No oflicer or employee of the city shall accept employment or engage in any business or professional activity that he might reasonably expect would require or induce him to disclose confidential informalion acquired by him, by reason of his oflicial position. (b) No officer or employee ol the city shall disclose confidential inlormation gained by reason of his otficial position, nor shall he otherwise use such information ror his personal gain or benefit. (Code 1964, $ 2-44(4), (5)) o o Sec. 2-453. - Outside employment. member knows directly benefits that person or business entity, the subject member ol the city commission shall disclose any such business relationship in wriling to the city clerk within 15 days after the business relationship is established. (b) Definitions. Business entity means any corporation, partnership, limited partnership, proprietorship, firm, enterprise, franchise, association, self-employed individual, or trust, whether tictitiously named or not. Business relationshp, for purposes of subsection (aX2) above, shall mean lhat a member of the city commission has a relationship with a person or business entity wherein: (1) The person/business entity is a customer ol the member of the city commission (or of his/her employed and transacts more than $10,000.00 of the business of the member of the city commission (or of his/her employer) in the 12-month period immediately after the subject vote; or (2) The member of the city commission (or his/her employer) is a customer ol the person/business entity and transacls more than $10,000.00 of the business of the person/business entity in the '12-month period immediately after the subject vote. (3) The $10,000.00 threshold referenced hereinabove shall be adjusted annually to reflect increases in the Consumer Price lndex. Contractual relationshrp shall exclude situations in which a person's shareholder interest in a publicly traded company is less than five percent. (c) Regardless ol the requirements of subsection (a) hereinabove, the validity of any action or determination of the city commission or city personnel, board or committee shall not be affected by the failure ol any person to comply with said disclosure provisions. (Code 1964. $ 2-44(6)-(8)) Sec. 2-454. - Transacting business with business entities in which employee or officer has interest; restrictions on personal investments. (Code 196,1. $ 2-45) Sec. 2-455. - Procedure by officer or employee when in doubt as to applicability of division. When any officer or employee of the city is in doubt as to the application of this division as to himself, he may submit to the attorney general a lull written statement of the facts and questions he has. The attorney general may then render an opinion to such person, and shall publish these opinions without use of the name of the person advised unless such person requests the use ol his name. (Code I964, $ 2-47) It is not the intent of this division, nor shall it be construed, to prevent any officer or employee ol the city from accepting other employment orfollowing any pursuit that does not interfere with the lull and faithful discharge by such oflicer or employee of his dutaes to the city. Sec. 2-457. - Voidability of prohibited transactions; procedure upon reports of violations o o o (a) No officer or employee of lhe city shall accept other employment that might impair his independence of judgment in the performance of his public duties. (b) No officer or employee ol the city shall receive any compensation lor his services from any source other than the city of which he is an employee, except as otherwise provided by law. (c) No person holding the otfice of municipal judge ol the city shall accept any professional employment, or appear as an attorney in any cause, matter or proceeding, in the county court, in and lor the county, when he knows or may be reasonably expected to know that a police officer or other officer or employee of the city will be a party or witness in such cause, matter or proceeding in such counly courl. (a) No oflicer or employee of the city shall transact any business in his official capacity with any business entity of which he is an officer, director, agent or member, or in which he owns a controlling interest. (b) No officer or employee of the city shall have personal investments in any enterprise that will create a substantial conflict between his private interests and the public interest. Sec. 2-456. - Division not to prevent officer or employee from accepting other employment. (Code 1964, $ 2-47.1) (a) Void and voidable transactions. Any contract, agreement or business engagement entered into in violation ol this division shall render the transaction void where so provided in the Charter; otherwise, the same shall be voidable. Willlul violations of this division shall constilute a malteasance in office, whether elecled or appointed, and shall effect forfeiture ol such office or position pursuant to the method set forth in this division. (b) Charges and hearings. (1) Any classified employee of the city accused of a violation ol the provisions ol this division shall be removed as such employee by his appointing officer if, afler investigation by such appointing o o otficer, such accusation appears to be true. Written charges shall be prelerred against such employee, as provided lor by the personnel rules ol the city. (2) ln the event of an alleged violation ol this artjcle by an officer or official or appointed member of commission or agency or employee other than a classified employee, full written specifications of the alleged violation shall be sworn to by the person making such charges, and duly submitted to the city commission. The city commission shall determine i, there exists a prima lacle and bona fide alleged violation of this division by a majority vote of the city commission; except that, il the alleged violation touches or concerns a member of the city commission, such member shall be disqualified from participating in such determination, and the vote required shall be live-sixths of the remaining members of the city commission. (3) lf such charges appear to constitute a violation of this division by such vote of the city commission, the written specilications constituting such alleged violalion shall be served upon the person so charged, and the city commission shall set a public hearing not less than 15 days thereafter for a determinalion of the validity ol such charges. lf, upon competent evidence presented to the city commission at such hearing, the charges are substantiated, and it appears that this division has been violated, the city commission, by a majority vote of all its members, excepl where the person charged is a member ol the city commission, in which case the vote required shall be live-sixths ol the remaining members of the city commission, shall remove the person charged from his office and responsibilities as an officer, otficial or member of a board, commission or agency ol the city. Sec.2-458. - Supplemental abstention and disclosure requirements ln addition to those conflict of inlerest abstention and disclosure requirements currently required by state and/or county law, the lollowing requirements shall also apply to public officers: (a) Conflictingrelationships. (1) A publac officer with a conllict ol interest on a particular matter is prohibited f rom participating in that matter and shall turther absent himsell lrom the Agency meeting on which he serves during its discussion of the subJect item. "Participation" means any atlempt to influence the decision by oral or written communication, whether made by the oflicer or at the of{icer's direction. (2) Written disclosures of conflict of interest shall contain the lull nature ol the conllict at issue, including, but not limited to, names of individuals whose relationship with the otficer results in the subject conflict, and all material facts relevant to the conflict issue. The written memorandum disclosing conflict of interest shall be stated into the record before any discussion begins on the subject agenda item. This written disclosure memorandum must be liled regardless of whether the officer possessing the conllict was in attendance or not at the subject Agency meeting. (b) Other relationships requiring disclosure. ln those instances involving neither a legal conflict or declared appearance ol conflict, each public officer shall lurther disclose by written disclosure and public announcemenl the exislence of any lamily and/or business relationship of which the public officer is aware, with any person or business entity who is directly benelited by the subject vote of the agency on which the public officer serves. This written disclosure memorandum must be filed regardless ol whether the subject public oflicer was in attendance or not during consideration of the subject item. (c) [Duration of requirements.]T he disclosure requirements set forth in subsections (a)(2) and (b) above shall have continuing applicability for a period ol up to 18 months afler the subject relationship has ended. (d) Definitions. As used in this section, the following definitions shall apply:o (Code 1964. $ 2-,+7.3) Agency shall mean any board, commission, committee or authority o, the city, whether advisory, ad hoc or standing in nalure. Business relationship (lot purposes of subseclion (b) above) shall mean the situation in which a public officer has a relationship with a person or business entity wherein: (1) The person/business entity is a customer o, the public otficer (or ol his/her employer) and transacts more than $10,000.00 of the business ol the public officer (or ol his/her employer) in the '12-month period immediately preceding the subject vote; or (21 The public officer is a customer ol the person/business entity and transacts more than $10,000.00 ol the business ol the person/business entity in the 12-month period immediately preceding the subject vote. (3) The $10,000.00 threshold referenced hereinabove shall be adjusted annually to rellect increases in the Consumer Price lndex. Family shall mean the spouse, domestic partner, parenls, stepparents, in-laws, children, and stepchildren ol the public otlicer. Public officerincludes any person presently serving who has been elected or appointed to hold oflice in any agency. (Ord. No.97-3105, $ l. l2-17-97; Ord. No. 2009-3658. { I. l0-14-09; Ord. No.20l4-3858. S l, 5-21-14) (a) No member of a city board, agency or committee or a member of any board, agency or committee crealed hereafter which is designated as a board, agency or committee subject to the purview of this section shall: (1) Either directly or through an associate, appear, represent or act on behall ol a third person before the city commission or any city agency with respect to any agency action sought by the third person. (2) Either directly or through an associate be engaged as a lobbyist for and on behalf ol a third person with respect to any official action by any public otlicer sought by such third person. (b) Definitions. As used in this section, the following definitions shall apply: Agency means any board, commission, committee or authority of lhe city, whether advisory, ad hoc or standing in nature. Assoc/bte means any person or entity engaged in or carrying on a business enterprise with a city agency member as a parlner, joint venturer, or co-corporate shareholder where the shares of such corporation are not listed on any national or regional stock exchange or co-owner of property. Associate shall further include a business affiliation with a city agency member where an "employee" or "ol counsel" relationship exists. Lobbylst means all persons, lirms, or corporations employed or retained, whether paid or not, by a principal who seeks to encourage the pass'age, defeat, or modification(s) of any ot the followlng: (1) ordinance, resolution, action or decision ol any commissioner; (2) any action, decision, or recommendation of any city board or committee; or (3) any action, decision or recommendation ol the city manager, deputy city manager, assistant city managers, all department heads, all division heads, city attorney, chief deputy city attorney, deputy city attorneys, and/or all assistant city attorneys (except when such personnel are acting in connection with administrative hearings) during the time period of the entire decision-making process on such action, decision or recommendation which foreseeably will be heard or reviewed by the city commission or a city agency. "Lobbyist," as defined above, specifically includes the principal, as described above, as well as any agent, attorney, otficer or employee ol a principal, o o o Sec.2-459. - Certain appearances prohibited. o o regardless of whether such lobbying activities fall within the normal scope ol employment of such agent, atlorney, officer or employee. (1) For purposes ol this section, and with limited applicability to those agencies that are not standing in nature, "lobbyist" shall exclude any person who only appears as a representative ol a not lor prolit corporation or entity (such as a charitable organization, a neighborhood or homeowner associalion, a local chamber of commerce or a trade association or trade union) without special compensation or reimbursement lor the appearance, whether direct, indirecl or contingent, to express support ol or opposition lo any item. (21 For purposes of this section, and with limited applicability to those agencies that are standing in nature: a. Lobbying by a board, agency or committee member shall be permitted when such person is atfiliated with a not lor prolit corporation or entity (such as a charitable organization, a neighborhood or homeowner association, a local chamber of commerce or a lrade association or trade union) in a capacity other than as a managerial employee and appears as a representative ol that particular not for profit corporation or entity without special compensation or reimbursement for the appearance, whether direct, indirect or contingent, to express support of or opposition to any item. b. Lobbying by the associate of a board, agency or committee member shall be permitted: (i) When a board, agency or committee member is affiliated with a not for profit corporation or entity in a capacity other than as a managerial employee, and the subject associate is appearing as a represenlalive ol that particular not lor profit corporation or entity without special compensalion or reimbursement lor the appearance, whether direct, indirect or contingenl, to express support of or opposition to any item. (ii) When a board, agency or commitlee member is a managerial employee of a not lor profit corporation or entity, and the subject associate is appearing as a representative of that particular not for profit corporation or entity without special compensation or reimbursemenl for the appearance, whether direct, indirect or contingent, to express support of or opposition to any item and is affiliated with said not for prolit corporation or entity in a capacity other than as a managerial employee. c. The term "managerial employee" shall mean any employee of a nonprofit corporation or entity who has supervision and operational responsibilities/control ol all or some departments ol said entity. Public olficer means any person elected or appointed to hold otfice in the city, as a member ol an agency which shall include an advisory body. (Ord. No.97-3105, $ I, l2-17-97; Ord. No.2007-3561, $ 1,6-6-071 Ord. No. 2009-3634. $ l,4- 22-09) Sec. 2-460. - Certain relationships by city commission members prohibited No member of the city commission shall either directly or indirectly appear, represent, contract with or act on behall ol a parly (other than a non-profil entity where the commission member is not compensated), with respect to any issue concerning that party coming before the city commassion. O (Ord. No.2002-3352. $ 1,3-20-02) Sec. 2-461. - Disclosure by city commission members of sollcitation on behalf of nonprofit organizations (a) Disclosure. Any member ol the City Commission who darectly solicits gifts on behalf of a nonprofit organization from a vendor, lobbyist on a procurement issue, real estate developer and/or lobbyist on a real estate development issue shall disclose, on a lorm available in the City Clerk's Office, the date of solicitation and the name of the individual solicited. The lorm shall be filed in the City Clerk's Offace as a public record within '10 business days from the date an which the subject solicitation occurred. (b) Definitions. (1) The term "gift" shall have the meaning ascribed to such term in Miami-Dade County Code Section 2-.1 1 .1(e). (2) The term "nonprofit organization" shall have the meaning ascribed to such term in Miami-Dade County Code Section 2-1 1.1(e)(2)(g) and shall mean any entity described in sections 501(c)(3) and 501(c)(a) of the lnlernal Revenue Code (the "Code") that is tax exempt under section 501(a) of the Code. 1 (3) The terms "vendor", "lobbyist on a procurement issue", "real estate developer" or "lobbyist on a real estate development issue," shall have the meaning ascribed to such terms in chapter 2, article Vll, division 5 ot the Miami Beach City Code. (Ord. No. 2016-4013, $ 1,5-l l-16) I Citizens IJniredV Federol Elertion Commission,5S8 U.S. 310, 371 (2010) Sec.2-462. - Prohibiting members of city commission from having certain post-service contracts with city. (a) For a period of two years after leaving city service, no member of the city commission shall be eligible to apply for or to serve as employee, independent contractor, or agent lor the city, or otherwise enter into any contract (other than lor voluntary, noncompensated services) with the city on any matter. (b) The provisions ol this section shall apply to all individuals elected or appointed/re-elecled or re- appointed to serve on the city commission subsequent to the original effective date of this section. (c) The requirements ol this section may be waived, lor former members ol the city commissaon (having left city service within the two-year period set forth in subsection (a) above), and/or sitting members of the city commission who have submitted an irrevocable letter of resignation etfective immediately upon the grant of waiver, following a duly noticed public hearing, which shall be advertised nol less than seven days prior to such hearing, and upon a five-sevenths vote of the city commission ,inding that the public interest would be served by such waiver. (Ord. No.2009-3660, $ I, l0-14-09; Ord. No.2014-391l, $ l, l2-17-14; Ord. No.20l8-4179, $ r,4-ll-18) Secs. 2-463-2-480. - Reserved o o DIVISION 3,, LOBBYISTS O Editor's note- Ord. No. 2002-3352. $ I. adopted March 20. 2002. enacted provisions intended fbr use as $ 2-,{61. To preserve the style of this Code. and at the discretion of the editor. said provisions have been redesignated as $ 2-.+60. O Sec.2-481. - Defin itions. The lollowing words, terms and phrases, when used in this division, shall have the meanings ascribed to them in this section, excepl where the context clearly indicates a different meaning: Advisory personnel means the members of those city boards and agencies whose sole or primary responsibility is to recommend legislation or give advice to the city commissioners. Autonomous personnel includes but is not limited to the members of the housing authority, personnel board, pension boards, and such other autonomous or semi-autonomous authorities, boards and agencies as are entrusted with the day-to-day policy setting, operation and managemenl ol certain defined functions or areas ol responsibility. Commissioners means the mayor and members o, the city commission. Community based organization means a notlor-profit association or corporation organized under slate or local law to engage in community development activities (including, but not limited to, housing and economic developmenl activities) and has as its primary purpose the improvement of the physical, economic or social environment by addressing one or more of lhe critical needs of the area, with particular attenlion to the needs of people with low or moderate incomes. Depaimental personnel means the city manager, all assistant city managers, all departmenl heads, the city attorney, chiel deputy city attorney and all assistant city attorneys; however, all departmental personnel when acling in connection with administrative hearings shall not be included lor purposes of this division. Lobbylsl means all persons employed or retained, whether paid or not, by a principal who seeks to encourage the passage, deleat or modification of any ordinance, resolution, action or decision of any commissioner: any action, decision, recommendation ol the city manager or any city board or committee; or any action, decision or recommendation of any city personnel delined in any manner in this section, during the time period ol the enlire decision-making process on such action, decision or recommendation that loreseeably will be heard or reviewed by the city commission, or a city board or committee. The term specifically includes the principal as well as any employee engaged in lobbying activities. The term "lobbyisl" specifically excludes the lollowing persons: Expert witnesses who provide only scientific, technical or other specialized information or testimony in public meetings; any person who only appears as a representative ol a neighborhood association without compensation or reimbursement for the appearance, whether direct, indirect or contingenl, to express support ol or opposition to any item; and any person who only appears as a representative of not-for-profit community based organization for the purpose of requesting a grant without special compensation or reimbursement for the appearance. The persons specifically excluded above lrom the delinitaon ol "lobbyist" shall, prior to communicating with subject city personnel, disclose in writing to the city clerk, their name, address, and principal on whose behall they are communicating. Neighborhood assoclatlon means an organization of residential homeowners and tenants created to address quality of lile issues in a defined neighborhood or community. Quasijudicial personnel means the members of the planning board, the board ol adjustment and such other boards and agencies of the city that perform such quasi-judicial functions. The nuisance abatement board, special master hearings and administrative hearings shall not be included for purposes of this division as to those individuals compelled to appear belore said agencies. (Ord. No.92-2777, $$ l,2,3-4-92; Ord. No.92-2785, $$ l.2,6-17-92; Ord. No. 2004-3435, $ 1,2-4-M\ o o Cross reference- Definitions generally, g l-2 Sec. 2-482. - Registration; disclosures Campaign strategy means formulation of plans for the election of a candidate. Candidate shall have the meaning ascribed to such term in F.S. S 97.021(5), as amended and supplemented. Past election cycle means the immediately preceding City of Miami Beach election held for the purpose of electing a member of the city commission. (5) The specific issue on which the lobbyist has been employed to lobby; and (6) The terms and amount of compensation to be paid by each principal to the lobbyist with regard to the specific issue on which the lobbyist has been engaged to lobby. (b) Any change to any inlormation originally liled, or any additional city commissioner or personnel who are also sought to be lobbied shall require that the lobbyist lile an amendment to the registration forms, although no additional fee shall be requared for such amendment. The lobbyist has a conlinuing duty to supply information and amend the forms filed throughout the period for which the lobbying occurs. (c) lf the lobbyist represents a corporation, partnership or trust, the chief officer, partner or beneficiary shall also be identilied. Wilhout limiting the foregoing, the lobbyist shall also identify all persons holding, directly or indirectly, a five-percent or more ownership interest in such corporataon, parlnership, or trust. (d) Separate regislration shall be required for each principal represented on each specific issue. Such issue shall be described wilh as much detail as is practical, including, but not limited to, a specific description where applicable of a pending request for a proposal, invitation to bid, or public hearing number. o o o (a) All lobbyists shall, before engaging in any lobbying aclivities, register with the city clerk. Every person required to register shall register on forms prepared by the clerk, pay a registration fee of $350.00, as specilied in appendix A and state under oath: (1) The lobbyist's name; (2) The lobbyist's business address; (3) The name and business address of each person or entity which has employed the registrant to lobby; (4) The commissioner or personnel sought to be lobbied, and whether the lobbyist has entered into any conlractual relationship (paid or unpaid) with said city commissioner or personnel from 12 months preceding such person's commencement ol service with the city to the present date, stating the general nature of the subject contractual relationship. a. A lobbyist who has within the past election cycle provided campaign consulting services to an incumbent member of the city commission (which lobbying activity is not otherwise prohibited by Code section 2-491) shall disclose such particular service on his/her lobbyist registration lorm and shall orally disclose such particular service belore lobbying the city commission at a public hearing. b. For purposes ol subsection (4)a., above, the following definitions shall apply: Campaign consulling seNices means primary responsibility for campaign management or campaign strategy. Campaign managernen, means conducting, coordinating or supervising a campaign to elect a candidate. o o (e) Each person who withdraws as a lobbyist for a particular client shall file an appropriate notice ot withdrawal. (r) ln addition to the $350.00 per issue registration lee required in subsection (a) of this section, annual registration of all lobbyists shall be required for each 12-month period commencing Octobell ot each year, and the fee for such annual registration shall be $500.00, as specified in appendix A. (S) Every registrant shall be required to state the extent ol any business, financial, familial or prolessional relationship, or other relationship giving rise to an appearance of an impropriety, with any current city commissioner or city personnel who is sought to be lobbied as identilied on the lobbyist registration form filed. (h) The registration fees required by subsections (a) and (l) ol this section shall be deposited by the clerk into a separate account and shall be expended lor the purpose of recording, transcribing, administration, and other costs incurred in maintaining these records lor availability to the public. There shall be no fee required for filing a notice of withdrawal, and the city commission may in its discretion, waive the registralion fee upon a finding o, financial hardship. Prior to conducting any lobbying, all principals must lile a form with the city clerk, signed by the principal or the principal's representative, stating under oath that the lobbyist is authorized to represent the principal. Failure of a principal to file the form required by the preceding sentence may be considered in the evaluation of a bid or proposal as evidence that a proposer or bidder is not a responsible contractor. Each principal shall file a form under oath with the city clerk at the point in time at which a lobbyist is no longer authorized to represenl the principal. (1) Exemptions from fee requirement. a. A principal ol any corporation, partnership, or other entity who appears as a lobbyist on behalf of that entity, without special compensation or reimbursement lor the appearance, whether direct, indirect, or contingent, to express support ol or opposition to any item, shall register with the clerk as required by this subsection, but shall not be required to pay any registration lees. b. Any person (except those exempt lrom the definition of "lobbyist" as set lorth in section 2- 481 above) who only appears as a representative ol a not-lor-profit corporation or entity without special compensation or reimbursement for the appearance, whether direct or indirect to express support ot or opposition to any item, shall register with the clerk as required by this section but, shall not be required to pay any registration fees. Copies ol registration forms shall be furnished to each commissioner or other personnel named on lhe forms. (i) All members of the city commission and all city personnel shall be diligent to ascertain whether persons required to register pursuant to this section have complied. Commissioners or city personnel may not knowingly permit themselves to be lobbied by a person who is not registered pursuant to this section to lobby the commissioner or the relevant committee, board or city personnel. 0) The city clerk shall publish logs on a quarterly and annual basis rellecting the lobbyist registrations filed. All logs required by this section shall be prepared in a manner substantially similar to the logs prepared lor the state legislature pursuant to F.S. S 1 1.045. Cross reference- List of expenditures; fee disclosure: reporling requirements. g 2-.{85 o sec. 2-483. - Exceptions to registration (Ord. No.92-2717, $ 3,3-4-92; Ord. No.92-2785. $ 3.6-17-92; Ord. No.20OlC-3243, g 1.5-10- 00; Ord. No.20O4-3435. g 1.2-4-04; Ord. No.2008-3600, g 1,3-12-08; Ord. No.2009-3650, $ 1.9-24-09'. Ord. No.20l0-3689, $ l,9-15-l0l Ord. No. 2016-4024. S l.7-13-l6l Ord. No.20l7- 4l I l, $ l,7-26-ll; Ord. No. 2018-4206, S l,7-25-18) (a) Any public otficer, employee or appointee or any person or entity in contractual privity with the city who only appears in his otficial capacity shall not be required to register as a lobbyist. (b) Any person who only appears in his individual capacity, for the purpose of self-representation without compensation or reimbursement, whether direct or indirect, to express support ol or opposition to any item, shall not be required to register as a lobbyist, including, but not limited to, those who are members of homeowner or neighborhood associations. All speakers shall, however, sign up on forms available at the public hearing. Additionally, any person requested to appear before any city personnel, board or commission, or any person compelled to answer for or appealing a code violation, a nuisance abatemenl board hearing, a special master hearing or an administrative hearing shall not be required to register, nor shall any agent, attorney, officer or employee of such person. (Ord. No. 92-27'77. gg 4. 5. 3-4-92; Ord. No. 92-2785, $$ 4, 5. 6- l7-921 Ord. No. 2004-3435, $ 1,2-4-04) Sec. 2-484. - Sign-in logs ln addition to the registration requirements addressed above, all city departments, including the offices of the mayor and city commission, the otfices ol the city manager, and the offices of the city attorney, shall maintain signed sign-in logs lor all noncity employees or personnel for registration when they meet with any personnel as defined in section 2-481. Sec. 2-485. - List of expenditures; fee disclosure; reporting requirements. (a) On February 28 lof each year, lobbyists subject to lobbyist registration requirements shall submit to the city clerk a signed statement under oath as provided herein listing all lobbying expenditures, as well as compensation received, for the preceding calendar year with regard to the specific issue on which the lobbyist has been engaged to lobby. A statement shall be filed even if there have been no expenditures or compensation during the reporting period. The statement shall list in detail each expenditure by category, including lood and beverage, entertainment, research, communication, media advertising, publications, travel, lodging and special events. (b) Each lobbyist and his/her principal shall, belore engaging in any lobbying activities, submit to the city clerk a joint signed statement under oalh disclosing the terms and amounl of compensation to be paid by each principal to the lobbyist with regard to the specilic issue on which the lobbyist has been engaged to lobby. It no compensation will be paid concerning the subject lobby services, a statement shall nonetheless be liled reflecting as such. (c) Any change to intormation originally laled shall require that the lobbyist (and principal under subsection (b) above) tile, within three business days from such changed circumstances, a signed statement under oath amending the above-relerenced reports; additionally, in the event otlicial action on the specific lobbied issue is scheduled to occur during said three day period, the lobbyist and principal shall prior to said official action, further disclose the amendment by publicly stating on the record at which the official action is to occur the subject amendment. The lobbyist and principal have a continuing duty to supply accurate information and amend said reports when so needed. (d) The city clerk shall notify any lobbyisl (or principal) who fails to timely file the expenditure or lee disclosure reports referenced in sections (a) and (b) above. ln addilion to any other penalties which may be imposed as provided in section 2-485.1, a fine of $50.00 per day shall be assessed for reports filed after the due date. Any lobbyist who fails to lile the required expenditure report by April 30 shall be automatically suspended from lobbying until all fines are paid, unless the fine has been appealed to the Miami Dade County Ethics Commission. o o o (Ord. No.92-2785. $ 6,6-17-92) o o (e) The city clerk shall notify the Miami-Dade County Commission on Ethics and Public Trust ol the tailure ol a lobbyist (or principal) to lile either of the reports referenced above and/or pay the assessed Iines afler notilication. (f) A lobbyist (or principal) may appeal a line and may request a hearing belore the Miami-Dade Commission on Ethics and Public Trust. A request for a hearing on the fine must be filed with the Miami-Dade Commassion on Ethics and Public Trust within 15 calendar days ol receipt of the notilication ot the failure to tile the required disclosure form. The Miami-Dade Commission on Ethics and Public Trust shall have the authority to waive the fine, in whole or in part, based on good cause shown. (Ord. No.92-2777. $ 6,3-4-92; Ord. No. 92-2785.$7.6-17-92: Ord. No. 2000-3243, $ 1,5-10- 00: Ord. No. 2002-3363. $ 1.5-8-02; Ord. No. 2002-3376. $ l.7-31-02: Ord. No. 2004-343-s. $ 1.2-4-04: Ord. No.20l0-3689. $ 2.9-15-10) I For purposes of transitioning this change of date and related lobbyist responsibility to timely file disclosure reports as required hereinabove, reports for calendar years 2009 and 201 0 shall be submitted to the city clerk by February 28, 201 I, with subsequent years'reports to be filed with the city clerk by February 28 ofeach respective lbllowing year, as set forth in Isubsection] (a) above. Sec. 2-485.1. - Penalties (a) A finding by the Miami-Dade County Commission on Elhics and Public Trust that a person has violated this division shall subject said person to those penalties set lorth within subsections 2- 1'1.1(s) and (z) ol the Metropolitan Dade County Code, said penalties including admonition, public reprlmand, fines, as well as prohibitions from regislering as a lobbyist or engaging in lobbying activities before the city. Also, a bidder or proposer shall be subject to the debarment provisions of chapter 2, division 5 ol this Code as if the bidder or proposer were a contractor where the bidder or proposer has violated this division either direclly or indirectly or any combination thereof, on three or more occasions. As used herein, a "direct violation" shall mean a violalion committed by the bidder or proposer and an "indirect violation" shall mean a violation committed by a lobbyist representing said bidder or proposer. A contract entered into in violation of this division shall also render the contract voidable. The city manager shall include the provisions ol this subsection in all city bid documents, RFP, RFQ, RFLI; provided, however, that lailure to do so shall not render any contract entered into as the result of such failure illegal per se. (b) Except as otherwise provided in subsection (a) herein, the validity ol any action or determlnation ol the city commission or city personnel, board or committee, shall not be affected by the tailure of any person to comply with the provisions of this division. (Ord. No. 2000-3243, { 1.5-10-00; Ord. No.2004-3435. g l.2-4-04) Sec. 2-485.2. - Prohibited lobbying activities. Any person or entity retained as a lobbyist by the city is prohibited lrom lobbying any city officer, departmental personnel or employee in connection with any judicial or other proceeding, application, RFP, RFO, RFLI, bid, request for ruling or other determination, contracl or controversy on behalf of a third party for the length of the contract or other agreement between the lobbyist and the city. O (Ord. No. 2002-3364. $ I.5-8-02) Editor's note- Ord. No. 2002-3364. $ l. adopted May 8. 2002. enacted provisions intended for use as g 2-485A. To preserve the style of this Code, and at the discretion of the editor, said provisions have been redesignated as g 2-485.2. Sec. 2-485.3. - Contingency fee prohibited. No person or entity may, in whole or in part, pay, give or agree to pay or give a contingency lee to another person. No person may, in whole or in part, receive or agree to receive a contingency lee. As used herein, "contingency fee" means a fee, bonus, commission, or nonmonetary benefit as compensation which is dependent on or in any way contingenl on the passage, deleat, or modilication of: (1) An ordinance, resolution, action or decision of the caty commission; (2\ Any action, decision or recommendation of the city manager or any city board or committee; or (3) Any action, decision or recommendalion of city personnel during the time peraod ol the entire decision-making process regarding such action, decision or recommendation which foreseeably will be heard or reviewed by the caty commission, or a city board or commitlee. (Ord. No. 2002-3365. g l.5-8-02: Ord. No. 200-1-3.+-3-5. "s 1.2--+-0"1) Editor's note- Ord. No. 2002-3365. $ l. adopted May 8. 2002. enacted provisions intended for use as $ 2-4858. To preserv'e the style of this Code, and at the discretion of the editor, said provisions have been redesignated as $ 2-485.3. DIVISION 4. . PROCUREMENT Sec. 2-486. - Cone of silence (a) Contracts lor the provision ol goods, seNices, and construction projects. (1) Definition. "Cone of silence" is hereby defined to mean a prohibition on a. Any communication regarding a particular request for proposal ("BFP"), request for qualifications ("RFO"), or bid between a potential vendor, service provider, bidder, lobbyist, or consultant and the city's administralive statf including, but not limited to, the city manager and his or her stafl; b. Any communication regarding a particular RFP, BFO or bid between the mayor, city commissioners, or their respective stafls, and any member of the city's administrative staff including, but not limited to, the city manager and his or her stafl; c. Any communication regarding a particular BFP, RFO or bid between a potential vendor, service provider, bidder, lobbyist, or consullanl and any member of a city evaluation and/or selection committee therelore: and d. Any communication regarding a particular BFP, BFO or bid between the mayor, city commissioners, or their respective staffs, and a member of a city evaluation and/or selection committee theretore. e. Any communication regarding a particular RFP, RFO or bid between the mayor, city commissioners, or their respective staffs and a potential vendor, service provider, bidder, lobbyist, or consultant. (2) Procedure. a. The cone of silence shall be imposed upon each BFP, RFO or bid after the advertisement of said RFP, RFO or bid. At the time of imposition ot the cone ol silence, the city manager o o o o o or his or her designee shall provide for public notice ol the cone ol silence. The city manager shall include in any public solicitation for goods and services a statement disclosing the requirements ol this division. b. The cone ol silence shall terminate: 1. At the time the city manager makes his or her wriflen recommendalion as to selectlon of a particular BFP, BFO or bid to the cily commission, and said RFP, RFO or bid is awarded; provided, however, that following the manager making his or her written recommendation. the cone of silence shall be lifled as relates to communications between the mayor and members of the commission and the city manager, providing further if the city commission refers the manager's recommendation back to the city manager for turther review, the cone of silence shall continue until such time as the manager makes a subsequent written recommendalion, and the particular RFP, RFO or bid is awarded: or 2. ln the event of conlracts lor less than $25,000.00, when the city manager executes the contract. (3) Exceptions. The cone ol silence shall not apply to: a. Competitive processes lor the award ol CDBG, HOME, SHIP and Surtax Funds administered by the city olfice of community development; and b. Communications with the city attorney and his or her staff . c. Oral communications at pre-bid conlerences; d. Oral presentations before evaluation and/or selection committees; e. Contract discussions during any duly noticed public meeting; L Public presentations made to the city commissioners during any duly noticed public meeting; g. Contract negotiations with city staff lollowing the award of an BFP, RFQ or bid by the city commission; or h. Communications in writing at any time with any city employee, official or member of the city commission, unless specifically prohibited by the applicable RFP, BFQ or bid documents; i. City commission meeting agenda review meetings between the city manager and the mayor and individual city commissioners where such matters are scheduled lor consideration at lhe next commission meeting. j. Communications regarding a parlicular RFP, RFO, or bid between the procurement direclor, or his/her administralive staff responsible lor administering the procurement process for such RFP, RFQ or bid and a member of the evaluation/selection committee lherelore, provided the communication is limited strictly to matters ol process or procedure already contained in the corresponding solicitation document; k. Duly noticed site visits to determine the competency of bidders regarding a particular bid during the time period between the opening of bids and the time the city manager makes his or her written recommendation; l. Any emergency procurement of goods or services; m. Communications regarding a particular BFP, BFO or bid between any person, and the procuremenl director, or his/her administrative statf responsible for administering the procurement process lor such RFP, BFO or bid, provided the communication is limited strictly to matters ol process or procedure already contained in the corresponding solicitation document.o n. The bidder, proposer, vendor, service provider, lobbyist, or consultant shall file a copy ol any written communications with the city clerk. The city clerk shall make copies available to any person upon request. (b) Violations/penallies and procedurcs. A violation of this section by a particular bldder, proposer, vendor, service provider, lobbyist, or consultant shall subject said bidder, proposer, vendor, service provider, lobbyist, or consullant to the same procedures set lorth in Division 5, entitled "Debarment ol Contractors from City Work" shall render any RFP award, RFQ award or bid award to said bidder, proposer, vendor. servjce provider, bidder, lobbyist, or consultant voidable; and said bidder, proposer, vendor, service provider, lobbyist, or consultant shall not be considered lor any RFP, RFQ or bid for a contract for the provision of goods or services lor a period of one year. Any person who violates a provision ol this division shall be prohibited lrom serving on a city evaluation and/or selection committee. ln addition to any other penalty provided by law, violation of any provision of lhis division by a city employee shall subject said employee to disciplinary action up to and including dismissal. Additionally, any person who has personal knowledge ol a violation of this division shall report such violation to the city attorney's office or state attorney's office, and/or may lile a complaint wrth the county ethics commission. (c) The requirements ol Section 2-11.1(0 of the Code of Miami-Dade County, Florida, relating to the county's cone of silence ordinance, as same may be amended lrom time to time shall not apply to the city. (Ord. No.99-3164, $ l, l-6-991 Ord. No.200l-3295. $ 1,3-14-0llOrd. No.2002-3377.ti 1.7- 3l-02; Ord. No.2002-3378, $ l,7-31-02) Editor's note- Ord. No. 2002-3 378, $ I , adopted July 3 I , 2002. amended g 2-486 in its entirety. Because Ord. No.2002-3378 did not specifically repeal subsection (d), the renumbering of subsection (d) as subsection (c) is at the discretion of the editor. DIVISION 5. - CAMPAIGN FINANCE REFORM Sec. 2-487. - Prohibited campaign contributions by vendors. A. General. (1) (a) No vendor shall give a campaign contribution directly or indirectly to a candidate, or to the campaign committee of a candidate, lor the offices of mayor or commissioner. Commencing on the eFlective date of this ordinance, all proposed city contracts, purchase orders, standing orders, direct payments, as well as requests for proposals (BFP), requests for qualifications (RFQ), requests for letters ol interest (RFLI), or bids issued by the city, shall incorporate this section so as to notily potential vendors of the proscription embodied herein. (b) i. No candidate or campaign committee ol a candidate for the offices ol mayor or commissioner, or member of the City Commission, shall directly or indirectly solicit, accept 2or deposit into such candidate's campaign account any campaign contribulion lrom a vendor. Candidates (or those acting on their behalf), as well as members o, the City Commission, shall ensure compliance with this code section by confirming with the procurement division's city records (including City of Miami Beach website) to verify the vendor status of any potential donor. ii. For purposes ol Subsection A(1)(b)i. hereinabove, the term "indirectly solicil" shall be delined as the situation in which a candidate, campaign committee of a candidate, or member ol the City Commission actively coordinates or directs another person or entity to solicit a vendor lor a campaign contribution, as prohibited above. The term "indirectly" shall also be defined to include lhose instances in which a candidate for o o o o o the offices ol Mayor or Commissioners, or a member of the City Commission, solicits a vendor lor campaign contribulions for a political committee which supports or opposes candidates lor City elected otfice. (2\ A line ol up to $500.00 shall be imposed on every person who violates this section. Each act of soliciting, giving, accepting or depositing a contribution in violation of thls section shall constitute a separate violation. All contributions deposited by a candidate in violalion of this section shall be forfeited to the city's general revenue fund. (3) (a) Disqualilication from serving as vendor. 1. A person or entity olher than a vendor who directly or indirectly makes a contribution to a candidate who is elected to the office of mayor or commissioner shall be disqualilied for a period of 12 months following the swearing in ol the subject elected official trom serving as a vendor with the city. 2. i. A vendor who directly or indirectly makes a contribution to a candidate who is elected to the oflice of mayor or commissioner shall be disqualified lrom serving as a vendor with the city for a period of 12 months trom a final ,inding of violation, or from action on a waiver request by the Miami Beach City Commission (per subsection B herein below) in the event a waiver of said violation is sought. ii. ln the event such waiver request for a particular transaction is granted, the aftected vendor shall nonetheless be disqualified from serving as a vendor with the city as to all other vendor projects lor the stated 12-month period. ln the evenl such waiver request is denied lor a particular transaction, the 12-month disqualirication period shall apply to both the particular transaction which was the subject ol lhe waiver request, as well as all other vendor projects during that 12- month period. (b) Definition. For purposes of this section, the term "disqualified" shall be detined to include: 1. Termination of a donor/vendor's existing contract with the city, subject to the waiver provisions of subsections B(1Xd) and B(2) herein; and 2. Disqualificalion of a dono/s response to solicitation requests lor prospective vendor contracts with the city, subject to the waiver provisions of subsections B(1)(a), (b) and (c) herein. (4) As used in this section: (a) 1. A "vendor" is a person and/or entity who has been selected by the city as the successlul conlractor on a present or pending solicitation lor goods, equipment or services, or has been approved by the city on a present or pending award lor goods, equipment or services prior to or upon execution of a contract, purchase order, standing order, direct payment or purchasing card payment. The term "vendor" shall not include those persons and/or entities who provide goods, equipment or services not exceeding $10,000.00 in a City of Miami Beach fiscal year wherein city commission action is not required. 2. "Vendor" shall include natural persons and/or entities who hold a controlling financial interest in a vendor entity. The term "controlling ,inancial interest" shall mean the ownership, directly or indirectly, ol ten percent or more of the outstanding capital stock in any corporation or a direct or indirecl interest ol ten percent or more in a lirm. The term "lirm" shall mean a corporation, partnership, business trust or any legal entity other than a natural person. 3. For purposes of this section, "vendor" status shall terminate upon completion of the agreement ,or the provision of goods, equipment or services. o (b) For purposes of this section, the term "services" shall mean the rendering by a vendor through competitive bidding or otherwise, ol labor, prolessional and/or consulting services to the city. (c) The term contribution shall have the meaning ascribed to such term in F.S. ch. 106, as amended and supplemented (copies available in city clerk's offrce). (d) The term "political commitlee" shall have the meaning ascribed to such term in Florida Statutes Ch. '106, as amended and supplemented. (e) The term "candidate" shall have the meaning ascribed to such term in Florida Statutes, section 97.02'l (5), as amended and supplemented. B. Waiver of prohibition. (1) Conditions for waiver. The requirements ol lhis section may be waived by a five-sevenths vote for a particular transaction by city commission vote afler public hearing upon finding that: (a) The goods, equipment or services to be involved in the proposed transaction are unique and the city cannot avail itself of such goods, equipment or services without entering into a transaction which would violate this section but for waiver of its requirements: or (b) The business entity involved in the proposed transaction is the sole source of supply as determined by the city's procuremenl director in accordance with procedures established in subseciion 2-367(c) of this Code; or (c) An emergency contract (as authorized by the city manager pursuant to section 2-396 ol this Code) must be made in order to protect the health, safety or welfare of the citizens ol the city, as determined by a tive-sevenths vote of lhe city commission; or (d) A contract lor the provision ol goods, equipment or services exists which, il terminated by the city, would be adverse to the best economic interests ol the city. (21 Conditions for limited walver Notwithstanding the denial by the city commission of a waiver request regarding an existing contracl per subsection B(1)(d) above, upon a ,ive-sevenths vote of the city commission at a public hearing, a limited waiver may be granted on an existing contract upon a finding that in order to protect the health, salety and welfare ol the citizens of the city, continuation of said contract for a limited period ol time (not to exceed six months) is necessary in order for the city to obtain a replacement vendor. (3) Full disclosure. Any grant of waiver by the city commission must be supported with a lull disclosure o, the subject campaign contribution. C. Applicability. This section shall be applicable only to prospective transactions, and the city commission may in no case ratify a transaction entered into in violation of thas section. (Ord. No.2000-3244. $ l,5-10-001 Ord. No.2003-3389. $ I. l-8-031 Ord. No. 2004-3446. $ l. 5-26-04: Ord. No.2005-3486. $ l.6-8-05; Ord. No.2006-3544. $ I, l2-6-061 Ord. No.20l6- 3991. $ l. l-13-16) 2 This portion of the City's Campaign Finance Law prohibiting direct or indirect solicitation or acceptance of cenain campaign contributions, applicable to Code Section 2-487 through and including 2-490, shall be effective as of March I . 201 6, in order to obviate issues of unlawful retroactive legislation. Sec.2-488. - Prohibited campaign contributions by lobbyists on procurement issues (1) No lobbyist on a present or pending solicitalion lor goods, equipment or services or on a present or pending award lor goods, equipment or services prior to or upon execution of a conlracl, purchase o o o o o order, standing order, direct payment, or purchasing card payment shall solicit for or give a campaign contribution directly or indirectly to a candidate, or to the campaign committee of a candidate, for the oflices ol mayor or commissioner. The term "lobbyist" shall not include those individuals who lobby on behall of persons and/or entaties in connection with their provision ol goods, equipment or services not exceeding $10,000.00 in a City ol Miami Beach liscal year wherein city commission action is not required. (a) Commencing on the effective date ol this ordinance, all proposed city contracts, purchase orders, standing orders, direct payments, as well as requests for proposals (BFP), requests for qualifications (RFQ), requests lor letters of interest (RFLI), or bids issued by the city, shall incorporate this section so as to notify lobbyists ol the proscription embodied herein. (b) i. No candidate, or campaign committee of a candidate lor the otfices ol mayor or commissioner, or member of the City Commission, shall directly or indirectly solicit, accept, or deposit into such candidate's campaign account any campaign contribution from a lobbyist subject to the provisions of this ordanance. Candidates (or those acting on their behalf), as well as members ol the City Commission, shall ensure compliance with this code section by conlirming with the city clerk's records to verity the lobbyist status ol any potential donor. ii. For purposes of Subsection (1Xb)i. hereinabove, the term "indirectly solicit" shall be delined as the siluation in which a candidate, campaign committee of a candidate, or member of the City Commission actively coordinates or directs anolher person or entity to solicit a lobbyist on a procurement issue for a campaign contribution, as prohibited above. The term "indirectly" shall also be defined to include those instances in which a candidate for the offices ol Mayor or Commissioners, or a member of the City Commission, solicils a lobbyist on a procurement issue lor campaign contributions for a political committee which supports or opposes candidates for City elected otfice. (2\ (a) A person other than a lobbyist on a procurement issue as sel lorth in subsection (1) above, who directly or indirectly solicits lor or makes a contribution to a candidate who is elected to the otlice ol mayor or commissioner shall be disqualified for a period ol l2 months following the swearing in ol the subject elected otlicial from lobbying the city commission in connection with a present or pending bid lor goods, equipment or services or on a present or pending award lor goods, equipment or services. (b) A lobbyist on a procurement issue as set forth in subsection (1) above, who directly or indirectly makes a contribution to a candidate who is elected to the office ol mayor or commissioner shall be disqualified from lobbying the city commission in connection with a present or pending bid for goods, equipment or services or on a present or pending award for goods, equipment or services for a period of 12 months lrom a linal finding of violation. (3) A fine ol up to $500.00 shall be imposed on every person who violates thjs section. Each act of soliciting, giving, accepting or depositing a contribution in violation of this section shall constitute a separate violation. All contributions deposited by a candidate in violation of this section shall be lorfeited to the city's general revenue fund. (4) The term "contribution" shall have the meaning ascribed to such term in F.S. ch. 106, as amended and supplemented. (5) The term "political committee" shall have the meaning ascribed to such term in Florida Statutes Ch. 106, as amended and supplemented. (6) The lerm "candidate" shall have the meaning ascribed to such term in Florida Statutes, g 97.021(5\, as amended and supplemented. (Ord. No.2003-3393. $ l,2-5-03; Ord. No.2005-3486, $ 2,6-8-051 Ord. No.2006-3544. $ 2, t2-6-06; Ord. No.2Ot6-3991. $ l, 1-13-16)o Sec. 2-489. - Prohibited campaiBn contributions by realestate developers. A. General. (1) (a) No real estate developer shall give a campaign contribution directly or indirectly to a candidate, or to the campaign committee of a candidate, lor the otfices of mayor or commissioner. Commencing on the February 15, 2003, all applications lor development agreemenls and for changes in zoning map designation as well as future land use map changes shall incorporate this section so as to notify potential real estate developers of the proscription embodied herein. (b) i. No candidate, or campaign committee of a candidate for the offices of mayor or commissioner, or member ol the City Commission, shall directly or indirectly solicit, accept, or deposit into such candidate's campaign account any campaign contribution from a real estate developer. Candidates (or those acting on their behalf), as well as members of the City Commission, shall ensure compliance with this code section by conlirming with the city planning department's records (including city of Miami Beach website) to verify the real estate developer status of any potential donor. ii. For purposes of Subsection A(1)(b)i. hereinabove, the term "indirectly solicit" shall be defined as the situation in which a candidate, campaign committee of a candidate, or member ol the City Commission actively coordinates or directs another person or entity to solicit a real estate developer for a campaign contribution, as prohibited above. The term "indarectly" shall also be defined to include those instances in which a candidate for the offices of Mayor or Commissioners, or a member of the City Commission, solicits a real estate developer for campaign contributions for a political committee which supports or opposes candidates lor City elected office. (2) A line of up to $500.00 shall be imposed on every person who violates this section. Each act of soliciting, giving, accepting or depositing a contribution in violation ol this section shall constilute a separate violation. All contributions deposited by a candidate in violation of this section shall be lorfeited to the city's general revenue lund. (3) (a) A person or entity other than a real estate developer who directly or indirectly makes a contribution to a candidale who is elected to the oftice of mayor or commissioner shall be disqualified lor a period of 12 months lollowing the swearing in ol the subject elected oflicial from becoming a real estate developer. (b) 1. A real estate developer who directly or indirectly makes a contribution to a candidate who is elected to the otlice ol mayor or commissioner shall be disqualified lrom becoming a real eslate developer for a period of 12 months lrom a final finding of violation, or from action on a waiver request by the Miami Beach City Commission in the event a waiver of said violation is sought. 2. ln the event such waiver request lor a particular real estate project and/or land use application is granted, the affected real estate developer shall nonetheless be disqualilied from serving as a real estate developer with the city as to all other relevant real estate projects and/or applications for land use reliel referred to in subsection A(4Xa)(1) below for the stated l2-month period. ln the event such waiver request is denaed for a particular real estate project and/or land use application, the 12-month disqualilication period lor the affected real estate developer shall apply to both the particular real estate project and/or land use application which was the subject of the waiver request, as well as all other relevant real estate projects and/or applications for land use relief referred to in subsection A(a)(aX1)below during that 12-month period. (c) A real estate developer shall not make a contribution within 12 monlhs after termination of its slatus as a real estate developer. (4) As used in this section: o o o o o (a) 1. A "real estate developer" is a person and/or entity who has a pending application lor a development agreement with the city or who is currently negotiating with the city lor a development agreement, or, who has a present or pending application with the city lor a change of zoning map designation or a change to lhe city's future land use map. 2. "Real estate developer" shall include natural persons and/or entities who hold a controlling financial interest in a real estate developer enlity. The term "controlling linancial interest" shall mean the ownership, directly or indirectly, of ten percent or more of the outstanding capital stock in any corporation or a darect or indirect interest of ten percent or more in a lirm. The term "firm" shall mean a corporation, partnership, business lrust or any legal entity other than a natural person. 3. For purposes of this section, "real eslate developer" status shall terminate upon the final approval or disapproval by the city commission o[ the requested development agreement, and/or upon final approval or disapproval ol the subJect application for the land use reliet, referred to in subsection (4Xa)1. above. (b) The term "development agreement" shall have the meaning ascribed to such term in F.S. ch. 163, as amended and supplemented. For purposes of this section, the term "development agreement" shall include any amendments, extensions, modifications or clarifications thereto. (c) The term contribution shall have lhe meaning ascribed to such term in F.S. ch. 106, as amended and supplemented. (d) The term "political committee" shall have the meaning ascribed to such term in Florida Statules Ch. 106, as amended and supplemented. (e) The term "candidate" shall have the meaning ascribed to such term in Florida Statutes, section 97.021 (5), as amended and supplemenled. B. Conditions for waiver of prohibition. The requirements of this section may be waived by a five- sevenths vote for a particular real estate project and/or land use application by city commissaon vote after public hearing upon finding that such waiver would be in the best interest of the city. Any grant of waiver by the city commission musl be supported with a full disclosure of the subject campaign contribution. C. Applicability. This section shall be applicable only to prospective real estate projects and/or applications for land use relief, and the city commission may in no case ratify a development agreement and/or application for land use relael entered into in violation ol this section. (Ord. No.2003-3394. $ l.2-5-031 Ord. No. 2005-3486. $ 3,6-8-05: Ord. No. 2016-3991, S I, I- r 3- l6) Sec.2-490. - Prohibited campaign contributions by lobbyists on real estate development issues. (1) No lobbyist on a pending application lor a development agreement with the city, or application for change of zoning map designation or change to the city's future land use map shall solicit lor or give a campaign contribution directly or indirectly to a candidate, or to the campaign committee ol a candidate, for the offices of mayor or commissioner. (a) Commencing on the eflective date ol this ordinance, all applications for development agreements and lor changes in zoning map designation or luture land use map changes, shall incorporate this section so as to notify affected lobbyists of the proscription embodied herein. (b) i. No candidate, or campaign commitlee of a candidate lor the offices of mayor or commissioner, or member of the city commission, shall directly or indirectly solicit, accept or deposit into such candidate's campaign account any campaign contribution from a lobbyist subject to the provisions ol this section. Candidates (or those acting on theiro behalf), as well as members of the city commission, shall ensure compliance with this code section by confirming with the city clerk's and planning department's records to verify the lobbyist status of any potential donor. ii. For purposes of subseclion (1)(b)i. hereinabove, the term "indirectly solicit" shall be defined as the siluation in which a candidate, campaign committee of a candidate, or member of the city commission actively coordinates or directs another person or entity to solicit a lobbyist on a real estate development issue for a campaign contribution, as prohibited above. The term "indirectly" shall also be defined to include those instances in which a candidate lor the oflices ol mayor or commissioners, or a member of the city commission, solicits a lobbyist on a real estate development issue for campalgn contributions lor a political committee which supports or opposes candidates for city elected otlice. (2) (a) A person other than a lobbyist on a real estate development issue as set lorth in subsection ('l) above, who directly or indirectly solicits for or makes a contribution to a candidate who is elected to the oflice of mayor or commissioner shall be disqualified for a period ol '12 months lollowing the swearing in ol the subject elected oflicial from lobbying the city commission in connection with a present development agreement, in connection with a development agreement that is currently being negotiated, or in connection with a present or pending application with the city for a change of zoning map designation or a change to the city's luture land use map. (b) A lobbyist on a real estate development issue as set forth in subseclion (1) above, who directly or indirectly makes a contribution to a candidate who is elected to the office of mayor or commissioner shall be disqualified from lobbying lhe city commission in connection with a present development agreement, in connection wilh a development agreement that is currently being negotiated, or in connection with a present or pending application with the city lor a change of zoning map designation or a change to the city's future land use map lor a period of 12 months lrom a final linding ot violation. (3) A line of up to $500.00 shall be imposed on every person who violates this section. Each act ol soliciting, giving, accepting or depositing a contribution in vaolation of this section shall constitute a separate violation. All conlributions deposited by a candidate in violation of this sectaon shall be forfeited to the city's general revenue fund. (4) The term "contribution" shall have the meaning ascribed to such term in F.S. ch. 106, as amended and supplemented. (5) The term "development agreement" shall have the meaning ascribed to such term in F.S. ch 163, as amended and supplemented. (6) The term "lobbyist" as used herein shall exclude any person who only appears as a representative of a nonprofit corporation or entity, without special compensation or reimbursement for the appearance, whether direct or indirect, to express hiyher support of or opposition to the subject item. (7) The term "polilical committee" shall have the meaning ascribed to such term in F.S. ch. 106, as amended and supplemented. (8) The term "candidate" shall have the meaning ascribed to such term in F.S. $ 97.021(5), as amended and supplemented. (Ord. No.2003-3395, $ l,3-5-03; Ord. No.2005-3486, $ 4,6-8-05; Ord. No.20l6-3991, $ I. l- l3-r6) Sec. 2-491. - Prohibited lobbying by campaign consultants (1) Prohibition. No campaign consultant shall lobby the city commission lor a period ol 12 months following the swearing in of any elected official(s) for whom the campaign consultant provided campaign consulting services within the past election cycle. o o o o (2\ Definitions. (a) "Campaign consultant" means any person or entity that receives or is promised economic consideration in exchange lor campaign consulling services to a candidate ,or elected office in the City of Miami Beach. 1. "Campaign consultanl" shall include any individual who has an ownership interest ol ten percent or greater in lhe campaign consultant, and any employee of the campaign consultanl, except as otherwise excepted below. 2. "Campaign consullant" shall not include: (i) Any vendor lor a campaign whose primary responsibility is to supply goods or services Ior a campaign. (ii) An employee of a campaign consultant whose sole duties are primarily clerical; or (iii) An employee ol a campaign consultant who did not personally provide campaign consulting services. (b) "Campaign consulting services" means primary responsibility for campaign management or campaign strategy. (c) "Campaign management" means conducting, coordinating or supervising a campaign to elect a candidate. (3) (d) "Campaign strategy" means formulation ol plans for the election ol a candidale. (e) "Candidate" shall have the meaning ascribed to such term in F.S. $ 97.021(5), as amended and supplemented. (f) "Economic consideration" means any payments, fees, commissions, gifts, or anything else of value received directly or indirectly as consideration lor campaign consulting services. The term "economic consideration" does not include reimbursements for out of pocket expenses. (S) "Past election cycle" means the subject immediately preceding City of Miami Beach General Election/Special Election held lor the purpose of electing a member of the city commission. (h) "Lobby" for purposes of this code section shall mean the act of seeking to encourage the passage, deleat or modilication ol any ordinance, resolution, action or decision of any member ol the city commission. Limited exemption. A campaign consullant who has within the past election cycle provided campaign consulting services to an incumbent member o, the city commission, and has entered into a lobbying contract prior to the effective date ol the ordinance creating this code section (the term ot which lobbying contract includes the subject proscribed 12-month period established in subsection (1) above and the scope of which lobbying contract involves lobbying members of the city commission), is exempt from the proscription herein with limited regard to that subject lobbying contract. (Ord. No. 2Ol7-4110. $ 1.6-28-17) Secs. 2-492-2-510. - Reserved. Chapter 31 - PURCHASING ARTICLE I..IN GENERAL o o ARTICLE II. - CONSTRUCTION CONTRACTS-MINIMUM WAGES AND BENEFITS Secs. 31-1-31-26. - Reserved. Sec. 31-27. - Establishment of minimum wages Every construction contract in excess ol $1,000,000.00 to which the City of Miami Beach is a party shall include a provision that the rate of wages and fringe benefits, or cash equivalent, for all laborers, mechanacs and apprentices employed by any contractor or subcontractor on the work covered by the contract, shall be not less than the prevailing rate ol wages and fringe benefit payments or cash equivalence for similar skills or classifications of work as established by the Federal Register, in the City of Miami Beach, Florida. Every three years commencing in 1997, the city manager shall present a report to the city commission regarding increases in the Construction Cost lndex lor South Florida, il any, and shall recommend to the city commission whether there should be an adjustment to the $1,000,000.00 threshold. ln the event that the city manager recommends an adjustment, the city commission shall hold a public hearing regarding an amendment lo this article to provide for the adjustment. (Ord. No. 86-2507. S 1.7-9-86r Ord. No. 91-2960. $ l, l2-21-94) Sec. 31-28. - lmplementation by the Federal Register The prevailing wage rate and fringe benefit payments to be used in implementation of this article shall be those last published by the United States Department of Labor in the Federal Register prior to the date of issuance of specifications by the City ol Miami Beach in conneclion with its invitation for bid. Sec.31-29. - Notice requirement. On the date on which a laborer or mechanic commences work on a construction contract to which this article applies, the contractor shall be required to post a notice in a prominent place at the work site stating the requirements of this article. (Ord. No. 86-2507. $ l. 7-9-86r Ord. No. 94-2960. $ I , l2-21-94) Sec 31-30. - Preemption by federal funding When construction contracts involve federal funding or are otherwise subject to the provisions ot the Davis-Bacon Act [40 U.S.C. 276(a)], this article shall not apply, and the minimum wages to be paid the various classes ol laborers, mechanics and apprentices shall be based upon the wages determined by the Secretary of Labor in accordance with the Oavis-Bacon Act [40 U.S.C.276(a)]. (Ord. No.86-2507. $ 1.7-9-861 Ord. No. 91-2960, $ I, l2-21-94) Sec. 31-31. - Exceptions o o o (Ord. No.86-2507, $ 1.7-9-86; Ord. No.94-2960. $ I. l2-21-94) The provisions ol section 31-27 shall nol apply lo the following City of Miami Beach pro.iects: (a) Water, except water treatment facilities and lift stations. (b) Sewer, excepl sewage treatmenl ,acilities and lift stations. (c) Storm drainage. (d) Boad construction, except bridges or slructures requiring pilings. o o (e) Beautilication projects which may include resurfacing new curbs, gutters, pavers, sidewalks, landscaping, new lighting, bus shelters, bus benches and signage. (f) Proposed parking garage projects located at Seventh Street and Collins Avenue, Tenth Street and Collins Avenue, Thirteenth Street and Collins Avenue, Twelfth Street and Washington Avenue and the Seventeenth Street garage renovalion project; however luture parking structures not specilied herein and estimated to cost in excess ol $1,000,000.00 shall not be exempt. ln determining whether a construction project meets the $1,000,000.00 estimated cost threshold in section 3l -27, all segments of the project, except land acquisition, architectural/engineering design, and legal costs, shall be considered as one entirety. Construction projects for which the estimated cost exceeds $ 1 ,000,000.00 shall not be bid in a manner which would avoid the requirements ol section 31 - ?7. (Ord. No. 86-2507, S l.7-9-86: Ord. No.94-2960. S l. l2-21-94) ARTICLE III. - LOCAL WORKFORCE PARTICIPATION GOALS AND REPORTING REQUIREMENTS IOR CITY CONSTRUCTION CONTRACTS Sec. 31-40. - Local workforce participation goals and reporting requirements for city construction contracts. (1) Definilions. The lollowing words, terms, and phrases, when used in this article, shall have the meanings ascribed to them in this section, except where the context clearly indicates a different meaning: (a) City construction contract means (i) a city contract valued in excess of $1,000,000.00 lor the construction, demolition, alteration and/or repair ol city buildings or city public works, or (ii) a conlract valued in excess of $1,000,000.00 which provides tor privately-funded construction, demolition, alteration and/or repair of buildings or improvements located on city-owned land. (b) Deparlment means the department responsible lor managing the awarded city construction contract as designated by the city manager. (c) Contractor means any person or entity providing construclion services pursuant to subsection (1Xa) (2\ lmplementation. The provisions of this article shall apply to city construction contracts that: a) are subject to section 3'l-27 of article ll ol this chapter; and b) are awarded pursuant to an lnvitation to Bid (lTB) or Request lor Proposals (RFP) issued by the city on or after April 1 , 2017. (3) Generalrequiremenls. (a) Except where state, county or federal laws or regulations, or other approved granting agencies, mandate to the contrary, all contractors and subcontractors of any tier perlorming on a city construction contract shall satisfy the requirements of this article. (b) As a condition ol submitting a bid or proposal for a city construction contract, a general contractor, construction manager, or olher contraclor seeking award of a contract, shall submit a responsible contractor affidavit, as provided in subsection (4), with its bid or proposal. The city shall provide notice to any contractor who fails to submit a responsible contractor affidavit that said contractor has forty-eight (48) hours from the time ol notification lo submit a responsible contractor affidavit or its bid or proposal will be deemed nonresponsive and disqualilied from consideration.o Secs. 31-32-31-39. - Reserved. (c) The responsible contractor atlidavit shall be completed on a slandard lorm authorized by the Procurement Director and shall relerence the city construction contract for which a bid or proposal is being submitted by name and contract or project number. Any city agency, department, or other party responsible for administering a city construction contract shall require contractors to use the standard lorm authorized by the Procurement Director. (d) A city construction contract shall nol be executed until all requirements of this section have been lullilled. (e) No contractor shall receive final payment for completion of a city construction contract until the cjty receives a completed worklorce performance report submitted pursuant to subsection (4Xb). (4) Responsible contractor aftidavit and workforce perlormance reporting requirements: contractor past performance. (a) Responsible contractor affidavit. A construction manager, general contractor, or other contractor submitting a bid or proposal for a city construction contract shall verily the lollowing inlormalion on its responsible contractor affidavit lorm: 1. The contractor will make its best reasonable efforts to promote employment opportunities lor Miami-Dade County residents by seeking to achieve a project goal of having thirty percent (30%) of all construction labor hours performed by Miami-Dade County residents. The contractor shall also make its best reasonable eflorts to promote employment opportunities lor Miami Beach residents. To verify workers' residency, contractors shall provide the residence address of each worker. 2. The responsible contractor aftidavit shall specify the total number of persons that will be used by the contractor (and by all subcontractors) to perform all ol the construction trades and labor work of the contract, broken down by trade and labor category, minimum qualilications lor each category, and the number of persons to be utilized in each category. The name, address, and trade category of all persons proposed to perform work under the conlracl currently on the contraclor's (or on any proposed subcontractor's) payroll who reside in Miami Beach and Miami-Dade County shall be provided. The responsible conlractor affidavit shall also indicate the number of positions shown on the work, trade categories, and minimum qualilications therelore, to be hired by the contractor (or by any proposed subcontractors) to perform the construction trades and labor work under the contract. (b) Workforce peiormance reporl. Belore its tinal application lor payment of a city construction conlract, the contractor responsible for the project shall submit a workforce performance report to the city which shall include the following information on the worklorce employed in the execution of the contract: (1) The total number ol construction labor work hours performed on the project, and the number and percentage of such work hours performed by Miami Beach and Miami-Dade County residents; (2\ Supporting documentation verifying construction labor work hours performed by Miami Beach and Miami-Dade County residents; (3) Supporting documentation verifying reasonable eflorts to promote employment opportunities for Miami Beach and Miami-Dade County residents il the prolect goal of thirty percent (30%) of all construction labor hours to be performed by Miami-Dade County residents is not met. (c) [Evaluation.] When evaluating a prospective contraclor's bids or proposals for future city construclion contracts, in addition to those lactors identilied in Section 2-369 of the City Code for determanation of award, the contraclor's past record ol meeting local workforce goals and complying with reporting requirements ol this article shall be considered. o o o o o (Ord. No.20l6-4030. $ 1.9-1,1-16) o o O O o o UPDATED ON 1O/24/2019 City of ltiomi Bcoch, I 700 Convention Cenler Drive, Miomi Beoch, Florido 331 39, www.miomibeochfl.gov October 17 ,2019 List of Pending Contracts RFQ-20'17-300-KB Business Case Analysis of the City of Miami Beach 1. CH2M HILL Engineers, lnc. / Jacobs Engineering Group, lnc. tTN-2017-015-JC Managed Print Services 1. Canon Solutions America; if negotiations unsuccessful then, 2. Sharp Electronics Corporation RFP-2018-081-JC Cost Control and Recovery Audit Services 1 . ECS Business Services RFP-2018-186-WG Golf Course Management Services 2. Professional Course Management ll, LTD; if negotiations unsuccessful then, 3. Hampton Golf, lnc. RFP-2018-234-JC Revenue Enhancement Study for Utilities 1. lSl Water Company tTB-2018-300-ZD Closed Circuit Television (CCTV) Cameras and License Plate Reader (LPR)- Prequalification 1. 330 AM Technologies, LLC 2. B & H Foto& Electronics, Corp 3. ER Tech Systems Group, lnc 4. Global Security Products, lnc. 5. GNM Hough, lnc 6. Halifax Security, lnc 7. ITSAWY, LLC 8. Pro Sound, lnc 9. Smartech Security, Corp 10- Waterleaf lnternational, LLC ITB 2019-002-DF Middle Beach Recreational Corridor (MBRC) Phase lll (From 24th to 45th ST) FM# 436748-1 1. J.R.T. Constructron RFQ-2019-016-KB Mapping and Surveying Services '1. Longitude Surveyors, LLC; if negotiations unsuccessful then, 2. Biscayne Engineering Company, lnc.; if negotiations unsuccessful then, 3. Manuel G. Vera & Associates, lnc. RFP-2019-045-WG Professional Tennis Management and Operations Services at the City's Flamingo Park Tennis Center 1. Miami Beach Tennis Management, LLC; if negotiations unsuccessful then, 2. All Florida Tennis, LLC; if negotiations unsuccessful then, 4. Van Daalen Tennis, LLC SolicitationNumber SolicitationTitle o AAIAAAIBEACH Date. Subject: This report is a list of all vendors that are pending award by City Commission or have been awarded and are pending execution of contract. The report is provided for the purposes of complying with the City's Campaign Finance Reform Ordinance. Potential Awardee(s) Gymnastic Program I nstructional Services 1. Gym Kidz, lncRFP-2019-047-WG RFP-2019-050-WG Plans Review and Building lnspection Services 1. Daedalus Capital LLC 2. The Corradino Group lnc. 3. Willdan Financial Services, lnc Economic Development Consultant Services Red Light Violation Camera Enforcement System and Related Support Services 1. Atlantic Pacific Communities, LLCRFP-2019-098-KB Development of the Barclay Workforce Housing Project tTN-2019-099-KB Development of the Collins Park Artist Workforce Housing Project 2. Atlantic Pacific Communities, LLC 3. Servitas, LLC 1. Pacific Star Capital, LLC 2. Menin Hospitality and KGTC, LLCRFP-2019-100-KB Mixed-Use Project with Cultural Component (Byron Carlyle Theater) tTB-2019-122-WG Corporate Sponsorships and Naming Rights 1. Global Spectrum LP, DBA Spectra Partnerships 2. The Superlative Group tTB-2019-128-AG Maurice Gibb Floating Dock 1. Kearns Construction Company tTN-2019-138-KB Hydroponic Farming 1. Freight Farms, lnc., 2. Energy Cost Solutions Group, LLC 1 . Corrigo lncorporated; if negotiations unsuccessful then, 2. Accruent LLC RFP 2019-201-JC Computerized Maintenance Management System RFQ-2019-208-ND Architectural and Engineering Design Services for a New Fire Station Number 1 1. Wannemacher Jensen Architects; if negotiations unsuccessful then, 2. Architects Design Group; if negotiations unsuccessful then, 3. Galante Architecture Studio, lnc. 1. Perkins & Will Architects, lnc.; if negotiations unsuccessful then, 2. AECOM Technical Services, lnc.; if negotiations unsuccessfu I then, 1. DPZ CoDesiqn, LLC RFQ-2019-209-ND Resiliency Code Consultant Services tTB-2019-231-KB lndian Creek (Sr A1A) - Phase lll lmprovements From 25th to 41st Street 1. Zyscovich, lNC.; if negotiations unsuccessful then, 2. Businessflare, LLC,RFO-2019-234-ND Land Use, Mobility and Economic Development Study of the Entertainment District Potential Awardee(s) l2 O o o SolicitationNumber SolicitationTitle 1. C.A.P. Government, lnc. RFQ-2019-084-ND RFP-2019-093-JC 1. Conduent State & Local Solutions, lnc. 2. American Traffic Solutions, lnc., DBA Verra Mobility 2. Ric-Man Construction FL. l3 o o Architectural and Design Services for Renovations to Miami Beach Police Department (MBPD) Headquarters 2. Leo A. Daly Company; if negotiations unsuccessful then, 3. Wolfberg/Alvarez And Partners, lnc. ; if negotiations unsuccessful then, 4. Netta Architects, LLC rB-2019-257-KC Job Order Contracting Services - Various Trades '1 . South Florida Electric Consultant 2. AGC Electric 3. Edd Helms Electric 4. Solares Electrical General Construction 1 . Lee Construction Group, lnc 2. G.E.C. Associates 3. HarbourConstruction 4. Team Contracting, lnc. 5. Danz Contracting 6. Shiff Construction Roofinq 1. Advanced Roofinq Electrical tTB-2019-296-DF Rue Vendome Plaza 1. V Engineering & Consulting Corp ITB-2019-310-DF Wet Screen Hauling Services 1 . Waste Management of Florida o SolicitationNumber SolicitationTitle Potential Awardee(s) RFQ-2019-242-ND Horizontal (Rioht-of-Way) 1. HarbourConstruction 2. Envirowaste 3. Maggolc, lnc. 4. Meko Express, lnc. 5. Danz Contracting 6. Ric-ManConstruction 7. David Mancini & Sons Seawalls 1. Shoreline Foundation (only eligible for work once the voluntary "no bid" period with FDOT has ended; May 31 , 2019) 2. Danz Construction 3. Kearns Construction Company CITY OF MIAMI BEACH PURCHASE ORDERS DATE RANGE: FY 20 - 10/01/2019 - 10/24/2019 + Carryt'orward PO's POfl VENDOR NAME PO DESCRIPTION EDORIAN BOARD.UP SERVICES FOR PUBLIC WORKS AND RETATED SERVI STORMWATER AND SEWER CLEANING PVC FERNCO AND ADAPTERS PIPE AND TU BING FITTINGS PURCHASE AND DELIVERY IF CASTI ICM TAPPING SLEEVES MUELLER VATVES JC REPAIR CLAMPS PIPE AND TUBING FITTINGS PIPE AND TUBING FITTINGS BUTTERFLY VALVES JCM 303 AND 304 FABRICATED FLA MISCELLANEOUS FITTINGS FOR PUM PIPE AND TUBING FITTINGS RE.ROOFING OF CENTER PORTION O ROOF REPLACEMENI AT COLONY THE CDBG - NEPTUNE ROOF REPLACEMEN HOME: MADELEINE VILLAGE ROOF R ROOF REPAIRS AT THE 1OTH STREE EDORI EMERGENCY EL€CTRICAL 5ER BOARD UP OF THE BARCLAY APARTM EMERGENCY BOARD.UP AND SECURIN EMERGENCY BOARD.UP AND SECURIN CARD ACCESS REPAIRS - CITYWIDE RFID GATE SYSTEM . NORMANDY SH CARD ACCESS FOR MAYORS OFFICE GATE REPAIR AT BISCYANE POINT DOOR REPAIRS. CITYWIDE CARD ACCESS CONTROL FOR SANITA CARD ACCESS REPAIRS . CITYWIDE CARD READER FOR CENTRAL SERVIC CARD READER FOR CITY CLERKS OF ADDTL WORK FOR NORMANDY SHORES DOOR REPAIRS - CITYWIDE PM.DOOR REPLACEMENT/REPAIR.AAA FLAGS, FLAG POLES, BANNERS, AN ROAD AND HIGHWAY BUILDING MATE CRUSHED LIME ROCK, SAND, #57 R JANITORIAT SERVICES - CITYWIDE ADDITIONAL.IANITORIAL SERVICES JANITORIAL SERVICES FOR BEACHF JANITORIAL SERVICES FOR 7TH 5T JANITORIAL SERVICES TO THE 157 JANITORIAL SERVICES TO THE PEN JANITORIAL SVCS TO 72, 13, L], VELOCIW HALL ANNUAL MAINTENAC ASSESSMENT OF CITY FACILITIES VMs REPAIRS FOR SIGN SHOP/ TRA MARKERS, PLAQUES AND TRAFFIC C SPORTING GOODS, ATHLETIC EQUIP SPORTING GOODS,ATHLETIC EQUIP oPO DATE 20L92672 20190525 20190560 20190075 20190202 20190231 20790272 20190326 20190373 20190603 20190955 20192534 2020022r 20200238 20200521 20191518 20797971 20792230 2019223t 20L92592 20t92648 20200360 20192237 20200059 20190419 20191015 2079729'l 20791326 20191852 2019277 4 20792200 20192577 20792574 20192600 20200254 27836 20200422 20190470 20200532 20L92079 20192101 20792724 20792140 20792747 20L92142 20192155 20192226 20L92254 20190838 20L8247 4 20190360 20190508 9ll RESTORATION A & A DRAINAGE A & A DRAINAGE A&BPIPE&5U A&BPIPE&SU A&BPIPE&SU A&BPIPE&5U A&8PIPE&SU A&8PIPE&SU A&8PIPE&SU A&BPIPE&SU A&BPIPE&SU A&BPIPE&SU A&BPIPE&SU A&BPIPE&SU A&]ROOFINGC A & .J ROOFING C A & .J ROOFING C A & .J ROOFING C A &,] ROOFING C A & P CONSULTIN A QUICK BOARD-U A QUICK BOARD.U A QUICK BOARD.U AAA AUTOMATED D AAA AUTOMATED D AAA AUTOMATED D AAA AUTOMATED D AAA AUTOMATED D AAA AUTOMATED D AAA AUTOMATED D AAA AUTOMATED D AAA AUTOMATED D AAA AUTOMATED D AAA AUTOMATED D AAA AUTOMAlED D AAA FLAG AND BA ABC TRANSFER IN A8C TRANSFER IN ABLE BUSINESS S ABLE BUSINESS S ABLE EUSINESS S ABLE BUSINESS S ABLE BUSINESS S ABLE BUSINESS S ABLE BUSINESS S ACCELA INC ACCRUENT LLC ACME BARRICADES ACME BARRICADES ACUSH NET COMPAN ACUSHN ET COMPAN 09/t712079 70/25/2078 10/2912018 LO/02/2018 tol09/2ot8 to/70/2018 70/12/20t8 10176/2078 roh8/2018 rcl3r/2018 12h9/2078 08/28/2019 !0/7o12019 t0/lo/2019 r0/2312019 04/02l2Or9 os/28/2019 o7119/2Or9 07 /79/2Ot9 09/os/2ot9 LOI02/2019 lOlLsl2019 0712212079 to/02/2079 70/1912078 72/27 /2078 02/2012079 02/2612079 0s/2012019 o7 177/2019 o7 /7s/2079 09/03/2079 09/03/2079 09/70/2019 lOltO/2079 071t0/2o75 70h7l2O79 70/23/2078 ro/2412Or9 06/24120!9 06/2712019 01/02/2019 07/0s/2019 07l0s/2oL9 oT los/2079 01/o9/2079 07 /77 /2019 07/24/20t9 t2/04/2Ot8 09177 /2018 L0/17 /2018 LO/2412Ot8 t8,248.44 40,000.00 600,000.00 10,200.00 11,000.00 17,000.00 4,000.00 20,000.00 16,500.00 6,000.00 19,000.00 78,732.00 9,000.00 5,924.65 5,000.00 33,550.00 295,000.00 150,820.00 203,115.00 46,511.60 3,109.s0 18,435.50 5.000.00 ,i:ffiio 30,o22.16 5,779.24 936.00 10,000.00 6,732.22 15,000.00 3,530.06 3,589.70 72,209.20 28,000.00 23,600.00 550.00 s0,000.00 60,000.00 92,203.s8 7,200.00 77,055.72 10,829.00 10,529.00 14,038.00 63,772.00 s,663.16 "l:8iliO 649,008.00 5,000.00 15,000.00 Page: 1 of 34 ORIGINAT PO AMOUNT CITY OF MIAMI BEACH PURCHASE ORDERS DATE RANGE: FY 20 - 10/01/2019 - 10/24/2019 + Corryforword PO's Ooo 20190355 20191336 20191523 20200170 20792569 20200357 20192035 24547 20150213 20777451 201'7 7481 20180934 20782493 20190503 20200207 20790420 20790542 20190543 20191011 20192516 20200767 20200198 _ 20200200 Qr:r:: 20200270 20200276 20200277 20200278 20200279 20200314 20200116 20200338 20200382 20180195 20190310 20792072 20792257 20792260 20792329 20792397 20200255 20200405 20200511 20190409 20200388 2019797 2 ez:z:,lzl 20792134 20792735 20192195 PO DESCRIPTION ROOFING REPAIRS , CITYWIDE SEAWALL-FLEET MANAGEMENT,ADVAN HVAC REPATRS (CTTYWTDE) ROOFING REPAIRS CW WATERWAY CLEAN.UP AND DEBRIS R WATERWAY CLEAN.UP AND DEBRIS R CONSTRUCTION SERVICES, GENERAL ENGINEERING SERVICES, PROFESSI CONSULTING SERVICES FOR FLOODI ALTON ROAD AT 17TH 30% LINE AN INTERSECTION CAPACITY ANALYSIS CONSTRUCTION SERVICES. GENERAL GIS ENGINEERING SCOPE OF SERVI AUTOMOTIVE AND TRAILER EQUIPME HYDRAULIC PARTS AND REPAIR SER FIRE ALARM MONITORING . CITYWI FIRE ALARM REPAIRS. CITYWIDE FIRE ALARM CERTIFICATIONS - CI CONFIRMING PO FOR FIRE ALARMS BOARD REPLACEMENT AT ANCHOR GA FIRE ALARM MONITOR CW-CYCLICAL FIRE ALARM INSPECT.& CERT..7 FIRE ALARM INSPECTIONS & CERTI FIRE ALARM REPAIRS,7TH ST GA FIRE ALARM CERTIFICATIONS CW FIRE ALARM REPAIRS. PENN GARA SECURITY, FIRE, SAFETY, AND EM SECURITY, FIRE, SAFETY, AND EM SECURITY, FIRE, SAFETY, AND EM EMERGENCY 5Y5TEM5 MONITORING S FIRE ALARM REPAIRS - ANCHOR GA FIRE ALARM REPAIRS . ALL GARAG ADDITIONAL RELAY FOR BASS ELEV FIRE ALARM REPAIRS. CITYWIDE CASE MGMT SOFTWARE FOR LEGAL . FY 19 . ELECTRICAL SERVICES EMERGENCY LIGH]ING IN BATHROOM PAVING STRIPING AT 15TH STREET WEST AVENUE AND 5TH STREET ELECTRICAL SERVICES . CITYWIDE SCHOOL FLASH ING BEACONS ELECTRICAL SERVICES - CITYWIDE FY 20 - ELECTRICAL SERVICES CONFIRMING PO FOR FS f2 ELECTR RNI FUEL SYSTEM PARTS ANO SERV RNI FUEL SYSTEM PARTS AND SERV CISCO'S MERAKI SOTUTION CMB MANAGED SECURITY SERV 8/1 3 FUSIONS F150 R 4767 0430 2019 F15O REGULAR CAB 2WD XL 8 RANGER 4X4 CREW CAB R 4750 043 PO DATE LO/78/2078 02128/2079 04l02l2079 r0/09/2019 08l30l20L9 L0/rs/2or9 06/1712019 LO/20/2O1s o7 hs/2016 04/2512071 os/0212077 ot/2312018 L0/23120t8 L0/24/2018 LOl09/2079 t0/79/2018 t0/26/2018 t0/26/2018 12176/2018 08/2712019 70/09/2019 10/09/2019 r0/09/2019 70/o9/2019 ro/09/2019 rol09/20rs 10/L0/2079 1O/LOl2079 7o/70/2079 lOlt0/2079 rc/lr/2079 rc/t/2079 lolt4/2019 10h6/20!9 r0/7612017 t0/1212018 06/72/2079 07/2412079 07/24/2079 08/osl20!9 08h3/2079 10/1012079 10/76/20!9 10/2312019 10/7912018 70175/2079 06/05/2079 70l70/2019 osl24/2079 07 /03/2Ot9 o7l03/2Ot9 07 /7s/2079 ORIGINAT PO AMOUNT 10,000.00 2,000.00 15,000.00 5,000.00 16,254.00 L70,235.0O 35.789.30 3,7 79 ,OO2 .35 1,513,153.00 105,823.00 71,910.00 198,097.65 100,000.00 13,500.00 13,000.00 5,950.00 55,000.00 77,704.OO 9.835.13 7,569.23 5,640.00 1,786.00 2.405.00 2,000.00 13,058.00 2,000.00 180.00 180.00 180.00 1,080.00 14,000.00 13,000.00 7,377.46 25,000.00 44,585.50 10,000.00 19,569.80 17,884.00 6r,257.sO 10,000.00 38,252.00 25,000.00 5,000.00 3,265.79 15,000.00 15,000.00 1,679_60 62,900.00 62,622.0O 23,489.00 23,776.OO 30,109.00 ADVANCED ROOFIN ADVANCED ROOFIN ADVANCED ROOFIN ADVANCED ROOFIN ADVENTURE ENVIR ADVENTURE ENVIR AECOM TECH NICAL AECOM TECHNICAL AECOM TECH NICAL AECOM TECH NICAL AECOM TECH NICAL AECOM TECH NICAL AECOM TECHNICAT AERO HARDWARE & AERO HARDWARE & AFA PROTECTIVE AFA PROTECTIVE AFA PROTECTIVE AFA PROTECTIVE AFA PROTECTIVE AFA PROTECTIVE AFA PROTECTIVE AFA PROTECTIVE AFA PROTECTIVE AFA PROTECTIVE AFA PROTECTIVE AFA PROTECTIVE AFA PROTECTIVE AFA PROTECTIVE AFA PROTECTIVE AFA PROTECTIVE AFA PROTECTIVE AFA PROTECTIVE AFA PROTECTIVE AFFINITY CONSU L AGC ELECTRIC IN AGC ELECTRIC IN AGC ELECTRIC IN AGC ELECTRIC IN AGC ELECTRIC IN AGC ELECTRIC IN AGC ELECTRIC IN AGC ELECTRIC IN AGC ELECTRIC IN AHA ELECTRONIC AHA ELECTRONIC AIP US, LLC AIP U5, LLC ALAN JAY FORD t ALAN JAY FORD t ALAN JAY FORD L ALAN JAY FORD L Page:2 of 34 VENOOR NAME CITY OF MIAMI BEACH PURCHASE ORDERS DATE RANGE: FY 20 - 10/01/2019 - 10/24/2019 + Corryforword PO's POt PO DESCRIPTION F150 4X4 CREW CAB 0950 ADDtTtO 4 F250 SOURCEWELL ALAN ]AY 2 RANGERS 0462 VENT F-550 R 4585 1780 PROFESSIONAL 5ERVICE5, HIGHER MARKERS, PLAQUES AND TRAFFIC C MARKERS, PLAQUES AND TRAFFIC C MARKERS, PLAQUES AND TRAFFIC C MARKERS, PLAQUES AND TRAFFIC C MARKERS, PLAQUES AND TRAFFIC C MARKERS, PLAQUES AND TRAFFIC C MARKERS, PLAQUES AND TRAFFIC C BARRICADES HALLOWEEN 2019 MARKERS, PLAQUES AND TRAFFIC C GENERATOR MAINTENANCE - CITYWI GENERATOR REPAIRS - CITYWIDE EQUIPMENT MAINT, REPAIR, AND R EQUIPMENT MAINT, REPAIR, AND R EQUIPMENT MAINTENANCE AND REPA GENERATOR MAINTENANCE FOR 17TH EQUIPMENT MAINT, REPAIR, AND R EQUIPMENT MAINT, REPAIR, AND R EQUIPMENT MAINTENANCE AND REPA EQUIPMENT MAINTENANCE AND REPA EQUIPMENT MAINTENANCE AND REPA EQUIPMENT MAINTENANCE AND REPA GEN ERATOR MAINTENANCE FOR 17TH GENERATOR REPAIRS . CITYWIDE PM GENERATOR MAINT CW.CYCLICAI. EQUIPMENT MAINTENANCE AND REPA HISTORICAL DISTRICT RESILIENCY SERVICE AGREEMENT W SHULMAN & WELDING REPAIRS, MACHINE SHOP ADVERTISING SERVICES FOR PROCU ADVERTISING SERVICES FOR PROCU MERIDIAN AVE BIKE LANES RFQ2O1 BAY DRIVE NG SUPPORT SERVICES PINETREE/IAGORCE SEPERATED BIK ALTEC, DM47B ALTEC. L45M AUTOMATIC CAR WASHES FOR CITY AUTOMATIC CAR WASHES FOR CITY PUBLIC WORKS AND RELATED SERVI PUBLIC WORKS AND RELATED SERVI NUTS SCREWS AND BOTTS FIRE PUMP REPLACEMENT AT THE B MBRC PHII SECII, AMERICAN META FY 19 - LOCKSMITH SERVICES LOCKSMITH SERVICES - CITYWIDE FY 20 - LOCKSMITH SERVICES PARK, PLAYGROUNO, RECREATIONAL LIGHT POLES, FIXTURES AND BASE ORIGINAL PO AMOUNT oPO DATE 20192195 20192797 20192198 20L92228 2079t794 20190132 20190152 20190184 20190185 20200123 20200724 20200233 20200280 20200308 20190984 20190987 20192019 20L9202s 20t92240 20200272 20200293 20200301 20200361 20200362 20200363 20200364 20200355 20200381 20200383 20200s29 20191335 27784 20190334 20190093 20200023 20197224 20191555 20ta242A 20182058 20182059 20190539 20200456 20190063 20!90725 20790437 20192525 20200094 20190290 20190955 20200713 20790737 20180203 ALAN JAY FORD L ALAN,]AY FORD L ALAN ]AY FORD L ALAN JAY FORD L ALBERTO A. NAVA ALL AMERICAN BA ALL AMERICAN BA ALL AMERICAN BA ALL AMERICAN BA ALL AMERICAN BA ALL AMERICAN BA ALL AMERICAN BA ALL AMERICAN BA ALL AMERICAN BA ALL POWER GENER ALL POWER GENER ALI. POWER GENER AtL POWER GEN ER ALL POWER GENER ALL POWER GENER ALL POWER GENER ALL POWER GENER ALL POWER GENER ALL POWER GENER ALL POWER GENER ALL POWER GENER ALL POWER GENER ALL POWER GENER ALL POWER GENER ALI. POWER GENER ATLAN T. SHULMA ALLAN T, SHULMA ALM MACHINE INC ALM MEDIA, LI-C ALM MEDIA, LtC AITA PLAN N ING & ALIA PLANN ING & ALTA PLANN ING & ALTEC INDUSTRIE ALTEC INDUSTRIE ALTON ROAD SUPR ALTON ROAD SUPR AMAZON HOSE & R AMAZON HOSE & R AMERICAN FASTEN AMERICAN FIRE S AMERICAN METAL AMERICAN SECURI AMERICAN SECURI AMERICAN SECURI AMERIGROW RECYC ANIXTER INC 30,842.00 114,844.00 51,500.00 116,611.00 3,500.00 3,500.00 1,500.00 500.00 4,000.00 3,000.00 2,000.00 2,000.00 2,794.72 1,500.00 36,800.00 31,000.00 22,227.22 3t,7 41.OO 60,000.00 9,200.00 40,000.00 50,000.00 2.300.00 _ l:3ffiO 1,000.00 2,300.00 18,000.00 23,000.00 50,000.00 525,000.00 37,995.00 1,000.00 5,702.36 4,500.00 51,790.00 16,500.00 184,125.00 277,794.00 180,805.00 r8,000.00 20,000.00 9,97s.68 14,000.00 5,000.00 45,000.00 2,950.00 l:3333O 5,000.00 6,600.00 445,000.00 Page: 3 of 34 VENDOR NAME o7 /ts/2ot9 o7 /7s/2019 07 /7s/2O79 07178/2079 os/t312079 1O/03 /2078 70/04/2078 70/0812078 10/08/2078 10107 /20L9 t0/0712079 to/70/2079 10/77/2079 n/Lr/2019 12/20/2018 !2/20/2018 06/13 /2019 06/t412079 o7 /2212079 70/7t/2079 10/1L/2019 t0/lL/2079 70/7s/2019 to/7s/2019 to/15/2ot9 to/7s/2ot9 70/7s/2Ot9 to/16/2019 LO l16/2019 rol24/2079 02/28/2079 07/02/207s 70/15/2078 70/02/2078 70/Ot/2079 02/0612019 04/08/2079 08/29/2018 01/79/2Ot8 07 /t9/2018 1O/26/2018 n/2r/2019 t0/0212018 |uL4/2018 to/22/20t8 09/76/2019 to/03/2079 1O/12/2018 1,2/t9/2018 r0/04/2019 77/7s 12078 L0h7 /20L7 CITY OF MIAMI BEACH PURCHASE ORDERS DATE RANGE: FY 20 - 10/01/2019 - 10/24/2019 + Corryforword PO's VENOOR NAME PO DESCRIPTIONo* 20790273 20200329 20200013 20200398 20792554 20191495 20200119 20190s79 20160250 20190572 20180710 20790177 20191708 20191803 20t97241, 2020015) 20200259 20200263 20200310 20200372 29841 20200391 e;il:,,, 20182379 2t926 20L92265 20200429 20192609 20191384 20t90729 20191864 20200048 20L82348 20192589 20200108 20191508 20180011 20190758 20190996 20191225 20!9r476 20191678 20792400 20192550 20200s23 )tottttozJrorrror" 20200403 20797796 20191392 ANNETTE E. CANN ANNETTE E, CANN ANTI.DEFAMATION ANTI.DEFAMATION ARDURRA GROUP, ARI PHOENIX, IN ARPEGGIO ACOUST ARROW INTERNATI ARTEMISA FENCE ARIISIIC HOLIDA AT&T CORP AT&T CORP AT&T CORP AT&T CORP AT&T CORP AT&T CORP AT&T CORP AT&T CORP AT&T CORP AT&T CORP AT&T DATACOMM, AT&T MOBILITY I ATELIER VAN LIE AIKINS NORTH AM ATKINS NORTH AM ATKINS NORTH AM ATLANTIC BROADB ATLAS CONTRACTO ATOS IT SOLUTIO AUOIO VIOEO LIG AUM CONSTRUCTIO AUSTIN TUPLER T AUSTIN TUPLER T AUSTIN'S DIVING AXON ENTERPRISE B&BROLLINGD BALLARD PARTNER BARNEY'S PUMPS, BCA WATSON RICE BCC ENGINEERING BCC ENGINEERING BCC ENGINEERING BCC ENGINEERING BCC ENGINEERING BCC ENGINEERING BCC ENGINEERING BCC ENGINEERING BCC ENGINEERING BCC ENGINEERING BDNZ ASSOCIATES BEA ARCHITECTS, BEACH RESORT SE APPOINTED SPECIAL MASTER BPO F MISCELLANEOUS SERVICES, NO. 1 EDUCATIONAL/TRAINING SERVICES ADL NO PLACE FOR HATE PROGRAM ENGINEERING SERVICES, PROFESSI MAINTENANCE REPAIR & ANNUAL IN ACOUSTIC SOUND STUDIES PEER RE EZ-IO SYSTEM -NEEDLE TIPS CAP - FENCING FOR SRYC NEW PtA HOLIDAY DECORATIONS - CITYWIDE MOBILE COMMUNICAIION SERVICES MOBILE COMMUNICATION SERVICES E911 ATT MAINTENANCE MAIN SITE AT&T 2019 ASE NETWORK WIDE ARE AT&T 2019 LONG OISTANCE AT&T 2O2O NAP EQUINIX SERVICES AT&T 2O2O INTERSTATE DEDICATED AT&T 202O LONG DISTANCE AT&T 202O TELECONFERENCE AT&T 2O2O ASE NETWORK WIDE AR AT&T FOR SPECIAL CONSTRUCTION MOBILE COMMUNICATION SERVICES ART OBJECTS MUSS PARX SEAWALL/KAYAK LAUNCH CONSULTING SERVICES PROFESSIONAL SERVICES SURVEYIN PALM & HIBISCUS UNOERGROUND AT CONSULTING SERVICES OPENSTAGE 40 HFA FOR IT STOCK NSPYC AUDITORIUM ENHANCEMENT ALTON ROAD AND 4 STREET NEW TR PAY FOR REMOVAL OF CONSTRUCTIO ROAD AND HIGHWAY BUILDING MATE SCUBA, SKIN DIVING EQUIP & REP BWC DOCKING STATIONS - CODE CO NEW DOORS FOR FIRE STATION fl4 LOBBYING SERVICES FY2O SEAL WATER PUMPS WITH MOTOR FINANCIAL SERVICES A/E FEES POLTCE COOLTNG TOWER FE NCING CONSULTING SERVICES STRUCTURAL A/E FEES FOR 4OYR CERT, FIRE S POLO PARK BASEEALL FIETD IMPRO REHABILITATION FOR NEPTUNE APT ENGINEERING SERVICES. PROFESSI A/E FEES FOR SRYC WINDOW REPLA ENGINEERING SERVICES, PROFESSI A/E FEES FOR PURDY BOAT RAMP SIGNS, SIGN MATERIALS, SIGN MA A/E FEES FOR TENANT IMPROVEMEN FOUNTAIN MAINTENANCE . CITYWID ORIGI AI PO AMOUI{I 25,000.00 25,000.00 9,000.00 9,000.00 38,500.00 5,000.00 21,000.00 25,225.0O 14,570.00 494,977 .38 101,000.00 99,000.00 78,700.00 157,000.00 21,500.00 5,400.00 17,000.00 31,200.00 8,000.00 L27 ,764.00 181,322.00 60,000.00 500,000.00 55,93 5.91 79,280.00 184,340.00 55,711 .50 3,500.00 1,409.90 20,327.7A 274,347.OO 132,500.00 2,390.00 2.500.00 5,250.00 7s.000.00 102,800.04 37,700.00 40,000.00 11,653.50 28,18s.94 60,774.AO 9,747.40 22,445.34 99,328.76 9,108-48 6,647.OO L24,677.54 12,532.40 1,280.00 27,600.00 40,184.10 Page: 4 of 34 PO DATE 7017212078 70/t4/2019 70/07/2Ot9 10/76/2079 08/29/2079 03127 /2079 70/0412079 10/3012078 07/2212075 70/30/2018 72/04/2077 lOl08/2078 0s/o2/2079 051L412079 07/2212079 70/08/2079 70/r0l2OL9 70/t0l2Ot9 70/7u2Ot9 70/77/2Ot9 04/19/2016 rc/16/2019 Lr/0112016 72/2612013 02/01/2018 08/2U2Or8 06/07/2Ot3 o7/2s/2019 10/tt /2019 o9/r 2ot9 03/0712019 77/1sl2018 os/22/20t9 r0107/2019 08120/2018 09los/2079 70104/2Ot9 03129/2079 r0102/2077 71126/2078 72127/2018 02l06/2019 03122/2079 04/2812O7e o8lt4/2079 o8l30/2019 70123/2079 02116/2Or7 08/28/2018 70/1612079 0s/7412019 03/0812019 CITY OF MIAMI BEACH PURCHASE ORDERS DATE RANGE: FY 20 - 10/01/2019 - 10/24/2019 + Corryforword PO's POd PO DESCRIPTION FOU NTAIN REPAIRS . CITYWIDE EXPLORATORY WORK FOR SSCC FOUN EXPLORATORY WORK FOR 777 FOUNT MISTER REPAIR FOR OVERTON FOUN REPAIR WORK FOR 8OO BLOC( FOUN FOUNTAIN REPAIRS. CITYWIDE oN-DEMAND TRANSTl (ODT) SERVIC FREEBEE TRANSPORTATION SERVICE FAC ALIOS DEL MAR, AT&T UNDERG AT&T UNDERGROUN D UTILITIES FOR CAIRNS MSA HELMETS CONSTRUCTION SERVICES, GENERAL CAO WORKSPACES FY19 ROLt.UP / GARAGE DOOR REPAIRS PM FOR ROLL UP DOORS (CITYWIDE ROtL.UP / GARAGE DOOR REPAIRS PM FOR ROLL UP DOORS CW-CYCLIC FOODS, FROZEN COFFEE SERVICE. FY19 FOOD5, FROZEN FOODS: STAPTE GROCERY AND GROC COFFEE SERVICE FY.19 ADMIN FY2O2O, BEST OFFICE COFF FOODS: STAPLE GROCERY AND GROC COFFEE SERVICE FY 19.20 BIG BELLY COMPACTORS AND DUEL BIG BELLY COMPACTORS AND DUAL PUBTIC WORKS AND RELATED SERVI PUBLIC WORKS AND RELATED SERVI PUBLIC WORKS AND RELATED SERVI PU BLIC WORKS AND RETATED SERVI PROFESSIONAL SERVICES, HIGHER GENERATORS FOR PW STORM WATER PARK, PLAYGROUND, RECREATIONAL ART OBJECTS EQUIPMENT MAINTENANCE AND REPA COMPUTER ACCESSORIES AND SUPPL DRUG AND FEEDING ADMINISTRATIO RAPID DNA PROGRAM AT MBPD MEDTCAL SUPPLTES - MDC 8441-0/ FIRST AID AND SAFETY EQUIPMENT FIRST AID AND SAFETY EQUIPMENT CDBG- PRO]ECT LEARN AND GREAT REPLACE, INSTALL & RECERTIFY S REPAIRS TO STORAGE TANKS AT SE LED MINATURE LIGHT SETS FOR ES GROUND MAINTENANCE GROUP II GROUND MAINTENANCE GROUP II GROUND MAINTENANCE GROUP IV GROUND ANO TITTER SERVICES TO GROUND AND LITTER SERVICES TO GROUND5 & LITTER SERVICES FOR oPO DATE 20191413 20191550 20197652 20191993 20192544 20200092 20191934 20200313 20t7 7295 20180661 20190435 20180964 20190702 20191844 20L92097 20200012 20200258 20190568 201906s2 20190679 207907 76 20190743 20200158 20200211 20200379 20790327 20200081 20191188 20L92490 20200475 2020047 6 20L7 77 89 20192085 20t72too 20742290 20792054 20200264 20200406 20797525 20190276 20190580 20200472 20192039 2079t544 20782253 20200505 20790027 20190325 20190377 20190451 20790452 20190576 BEACH RESORT SE BEACH RESORT SE SEACH RESORT SE BEACH RESORT SE BEACH RESORT SE BEACH RESORT SE BEEFREE, LLC BEEFREE, LLC BELLSOUTH CORP BELLSOUTH CORP BENNETT FIRE PR BERGERON LAND D EERWIN, INC. BEST GARAGE DOO BEST GARAGE DOO BEST GARAGE DOO BEST GARAGE DOO BEST OFFICE CO BEST OFFICE CO BEsT OFFICE CO BEST OFFICE CO BEST OFFICE CO BEST OFFICE CO BEST OFFICE CO BEST OFFICE CO BIG BELLY SOLAR BIG BELLY SOLAR BIOREM ENVIRONM BIOREM ENVIRONM BIOREM ENVIRONM BIOREM ENVIRONM BISCAYNE ENGINE BTANCHARD MACHI BI-I55 PRODUCTS BLUE MEDIUM INC BOARDTRONICS IN BOARDTRONICS IN BOARDTRONICS IN BODE CELLMARK F BOUND TREE MEDI BOUND TREE MEDI BOUND TREE MEDI BOYS & GIRLS CL BRANCHING OUT I ERANCHING OUT I BRANDANO DISPLA BRIGHTVIEW LAND BRIGHTVIEW LAND BRIGHTVIEW LAND BRIGHTVIEW LAND BRIGHTVIEW LANO ERIGHTVIEW LAND 03/t2/201,9 04124/2019 04/2412019 06/1tl20t9 09/03/2Ot9 t0/03/2019 06/03l20Le 70/LL/2079 03/29/2017 7r/29 /2077 70/22/2078 07/29/2018 17/09/2018 osl20/20t9 06/27120t9 70/02l2Or9 tolTo/20t9 to/30/2ot8 t7/06/2078 tt/o7/2078 71113/2078 7t/tsl2078 1O/08/2079 10/Oe/2019 70/ts/2079 70/76/2078 10/03/2019 07/3012019 o8/23/2019 to/21/2019 t0/2t/2ot9 o7 /10/2017 06/26/2079 09los/2077 08lLs/2018 06/7812079 10/7012019 r0/7612019 04/0312019 r0172/2Ot8 10/3012078 7012712079 05/78/2079 04l08/2079 08/B/2018 t0122/2019 t0l0t/2ot8 tol75/2078 LO/18/2078 70/2312078 70/23/2078 70/3012078 24,000.00 1,487.50 7,298.67 3,513.40 9,300.00 10,000.00 49,872.70 37 ,454.27 39,159.00 169,055.00 27,220.O0 707,037.92 120,500.00 10,000.00 10,000.00 5,000.00 10,500.00 1,200.00 28,000.00 1,200.00 2,67 5.OO 2,500.00 1.500.00 _ ,3i:if9 172,588.q0 99,000.00 2,881.00 5,800.00 5,800.00 2,145.00 110,621.45 240,400.00 180,690.62 40,000.00 1,989.84 4,230.80 3,91s.80 23,000.00 115,500.00 10,000.00 15,000.00 28,397.34 33,820.00 32,685.94 7,080.00 3,377.72 'll;i3liO 6.535.00 5,633.50 441 ,531 .98 Page:5 of 34 VENOOR NAME ORIGINAT PO AMOUNT CITY OF MIAMI BEACH PURCHASE ORDERS DATE RANGE: FY 20 - 10/01/2019 - 10/24/2019 + Carryforword PO's Oo' 20190639 20191109 20191525 20191530 20191806 20192325 20192412 20192638 20200111 20200304 20200305 20200384 20200391 20200392 20200503 20200504 20200524 20160445 20791724 20191155 207907 77 20192539 eziziiii 20200496 20191039 20191040 20191090 20771767 20190284 20182122 20200326 79447 29842 20t7 tt29 20181208 20197441 20200209 20190761 20200138 20191095 20200410 20190509 20200284 20191273 20790647 e:;:* 20782464 20191002 20797707 VENDOR NAME BRIGHTVIEW LAND BRIGHTVIEW LAND BRIGHWIEW LAND BRIGHWIEW LAND BRIGHTVIEW LAND BRIGHTVIEW LAND BRIGHTVIEW LAND BRIGHTVIEW LAND BRIGHTVIEW LAND BRIGHWIEW LAND BRIGHWIEW LAND BRIGHWIEW LAND BRIGHTVIEW LAND BRIGHTVIEW LAND BRIGHWIEW LAND BRIGHWIEW LAND BRIGHTVIEW LAND BRINDLEY PIETER BROWARD COLLEGE BUDGET RENT A C BUREAU VERITAS BUREAU VERITAS BURNS & MCDONNE BURNS & MCDONNE BURNS & MCDONNE BURNS & MCDONNE BURROWS TURFGRA EURROWS TURFGRA BUSINESS TRADE BUSINESS TRADE C.A.P. GOVERNME C.A,P. GOVERNME cAILYO 2009 COR CALVIN, GIORDAN CALVIN, GIORDAN CALVIN, GIORDAN CALVIN, GIORDAN CAMILLUS HOUSE, CAMILLUS HOUSE, CANON FINANCIAL CANON FINANCIAL CARDINAL HEALTH CARDINAL HEALTH CARLON INC. CARLON INC, CAROLINA EMELEM CARTER & VERPLA CARTER & VERPLA CARTER & VERPLA CDW LLC CDW LLC CDW LLC tl/os/2018 or/$12019 04/02/2019 04/04/2Ot9 os/7s/2ot9 08/os/2ot9 08h4/2019 09/23/2079 10/04/2019 rolLl/2019 ro/ Lr/2079 701t612019 70h6/2019 70/76/2019 10/22/2019 70/22/2079 70/23/2019 08/24/2016 0s/os/2079 0L/24/2019 77128/2078 08/2912079 08/14/2019 09/t312019 70/2712019 70/2212019 01/0212019 07/02/2079 o1l7u2079 o7 /0312017 70/72120L8 07126/20L8 to/14/20t9 o8128/2Ot2 04/t9/2076 02/24/2O1t 03/o712078 03/18/2019 70/0912079 7t/26/2078 70/0812079 0717412019 70/2712019 70/24/20L8 L0/7tl20t9 02l73l2Ot9 tTlos/2018 tut4/2018 toh6/2079 09lo7l2O78 7212112078 osl07l2079 PO DESCRIPTION GROUND AND LITTER SVCS TO THE TIVING WAGE FOR LANDSCAPE FOR IRRIGATION SUPPLIES IRRIGATION SUPPLIES 11OO BLOCK GROUND & LITTER SER PURCHASE PLANT MATERIAL IRRIGATION REPAIR5 PLUMBING EQUIPMENT, FIXTURES, GROUND MAINTENANCE GROUP II GROUND MAINTENANCE GROUP II GROUND MAINTENANCE GROUP II GROUND MAINTENANCE GROUP IV MULCH IRRIGATION TECH/REPAIR GROUND AND LITTER SERVICES TO GROUNO AND LITTER SERVICES TO GROUND AND LITTER SVCS TO THE ENGINEERING SERVICES INDIAN CR SUMMER CAMP TRIP. JRS & TEENS RENTAL OR IEASE - MBPD CARS CONSU LTING SERVICES CONSULTING SERVICES PROF SRVCS PARKING VIDEO SURVE CSO, COLTINS PARK VIDEO SURVE VIDEO SURVEILLANCE BEACHWALK 1 VIDEO SURVEILLANCE LUMMUS PARK ENVIRONMENTAL AND ECOLOGICAL S ENVIRONMENTAL AND ECOLOGICAL S CONSULTING SERVICES - CODE COM RFLI 2017-137-ZD FOR 9001:2015 PLANS, PERMIT REVIEW FY 18.19 , PLANS, P€RMIT REVIEW FY 2018-2 CALLYO LINES CELL PHONE MIDDLE BEACH RCREATION CORRIDO ARCHITECTURAL & ENGINEERING DE ETECTRICAL UPGRADES FOR MBPD SO#1 CALVIN GIRODANO & ASSOCIA CAMILLUS HOUSE LAZARUS PROJECT CAMILLUS HOUSE SHELTER BEOS FY LEASE OF OFFICE PRINTING MACHI LEASE OF OFFICE PRINTING MACHI DRUGS AND PHARMACEUTICALS MMCA DRUGS AND PHARMACEUTICALS MMCA POOLS-CO2&TANKS FY 20. POOLS. CO2 & TANKS MBFD PATCHES FOR UNIFORMS PUMPING EQUIPMENT AND ACCESSOR FLOWSERVE PUMP PARTS AND SERVI FTOWSERVE PUMP PARTS AND SERVI BLUE COAT SSL VIIBITITY APPLIA ADOBE CC FOR OBPr 9/26/20L9 SYMANTEC SOLUTION ENABLEMENT PO DATE Page:5 of 34 ORIGINAT PO AMOUNT 85,952.10 14,800.00 630.00 420.00 9,954.09 22,340.65 3,t77.47 3,850.00 4,742.52 t7 2,387.52 9,375.00 14,386.32 2,244.4O 180.90 1,553.96 1,553.95 27,4t3.55 258,318.50 74,720.OO 258,200.00 2,465.00 5,ss0.00 87,270.OO 14,980.00 45.235.80 101,281.00 3,108.00 3,108.00 18,940.00 24,960.00 765,000.00 10,000.00 8,308.00 242,24A.76 488,175.10 12,480.00 398,768.43 92,000.00 86,773.02 78,075.50 105,000.00 32,000.00 25,000.00 12,500.00 14,500.00 2,405,00 246,212.47 50,000.00 20,000.00 249,4r3.22 5,572.88 6,830.31 PO# CITY OF MIAMI BEACH PURCHASE ORDERS DATE RANGE: FY 20 - 10/01/2019 - 10/24/2019 + Corryforword PO's VENDOR NAME PO OATE 20192333 20192368 20792376 20192527 20792674 20792659 20792661 20200089 20200091 20200346 20200351 20200428 2020047 4 20190362 20L90704 20190801 20190810 20191767 20797332 20191545 20191648 20191801 20192305 20792555 20192s86 20200764 20190218 20190912 20200348 20190860 20171859 20171880 20192415 20191045 20190103 20190104 20190397 20200005 20200328 20200342 20792743 28688 20191259 73270 20790012 20190230 20190340 20190458 20190877 20191198 20191385 20200054 CDW LtC CDW LLC CDW LLC CDW tLC CDW LtC CDW LLC CDW LLC CDW LI-C cDw Ltc CDW LLC CDW LLC CDW LLC CDW LLC CEEPCO CONTRACT CEEPCO CONTRACT CEEPCO CONTRACT CEEPCO CONTRACT CEEPCO CONTRACT CEEPCO CONTRACT CEEPCO CONTRACT CEEPCO CONTRACT CEEPCO CONTRACT C€EPCO CONTRACT CEEPCO CONTRACT CEEPCO CONTRACT CEEPCO CONTRACT CELLCO PARTNERS CELLCO PARTNERS CELLCO PARTNERS CHEM-AQUA, INC CHEN MOORE AND CHEN MOORE AND CHIN DIESEL, IN CIMCO REFRIGERA CINTAS CORPORAT CINTAS CORPORAT CINTAS CORPORAT CINTAS CORPORAT CINTAS CORPORAT CINTAS CORPORAT ctstoN us tNc CLARK CONSTRUCT CLEANING AND RE COASTAL SYSTEMS COCA-COLA BEVER COCA-COLA BEVER COCA-COLA BEVER COCA.COLA BEVER COCA-COLA BEVER COCA.COLA BEVER COCA-COLA BEVER COCA-COLA BEVER oElos/2079 08l09/2079 08/09/20ls 08/28/2019 09/t312079 10/14/2079 10177 /2079 10/03 /2019 L0/0312019 L0/7412019 70174/7OL9 10/17 /2Ot9 t0/2t/2079 L0/18/2018 rt/0912oL8 11/29/2OL8 t1/29/2018 01./2s/2OL9 02/28/2079 o4/0812079 04/24/2019 osl14/2079 07/37/2079 08/30/2079 09/o3/2Or9 L0l09/2079 10l09l2078 t2/14/2078 L0l14/2019 12/06l2Or8 07137/2077 08/0312077 08/74/2019 ot/0212019 70/0212078 70/0212018 10/7812018 70/Ot/2079 70/74/2019 10174/2079 o7 /08/2019 os/07/2016 02lr2/2O79 02l24l2O7O tol01l2018 70/0912078 70/7612078 10/23/2018 72/70/20t8 07/31/2079 03/01/2019 L0/01/2O2O ORIGINAT PO AMOUNT o s2,550.00 77 ,27 L.45 79,504.87 7,369.05 16,928.00 28,189.70 35,135.00 1 ,362.45 4,908.30 76,687 .44 1,274,837.76 50,000.00 4,334.04 10,000.00 69,750.00 33,578.00 12,000.00 Lt,207 .26 73,215.44 96,686.02 325,000.00 12,545.72 'j:iijP 6,920.L6 225,947.7a 590,000.00 552,000.00 3,600.00 479,400.00 556,100.00 42,636.22 22,500.00 7,205.7t 4,993.30 3,594.76 8,000.00 3,053.44 3,657.73 10,000.00 445,505,353.88 12,600.00 L25,782.40 3,156.67 3,000.00 5,000.00 l;3i33O 750.00 1,000.00 3,000.00 Pagei 7 of 34 PO DESCRIPTION THE UPGRADE OF GENESYS CDW LICENSES FOR CAMERAS FOR NORTH FORESCOUT- 5160 HW APPTIANCE LICENSES FOR CAMERAS FOR COLON MOBILE PRINTERS AND ACCESSORIE KIOSKS FOR CITY HAI-L BREAK/FIX FOR THE SIEMENS PLAT ucENsES FOR SRYC CAMERAS (PHA LICENSES FOR NSYC CAMERAS (PHA CAMERAS FOR SRYC (PHASE II) MS OFFICE PLATFORM 355 LICENSE BREAK/FIX SUPPORT SOW FOR 5IEM AXIS CAMERAs CITY-WIDE MONITOR PAINTING SERVICES. CITYWIDE RENOVATION OF 2ND FLOOR SHOWER 7TH ST PARKING GARAGE DOORS AN PTUMBING REPAIRS - CITYWIDE PIPE REPAIR ON OCEAN AND 5TH RE-CAULKING OF CITY HALL SKYLI TENANT IMPROVEMENTS AT PENN GA SIDEWALK CONSTRUCT/MILLING & R NEW DEMISING WALL AT PENN GARA GLASS AND PATCHING AT TASTE CA OFFICE RENO AT 1ST FLOOR OF 17 GLASS REPAIR AT MUSS PARK BACKFLOW PREVENTER FOR 13TH ST AIRCARDS/TABLET FOR MBPD FY19, CITYWIDE WIRELESS CELLECO VERI CITYWIDE WIRELESS CELLECO VERI SRYC ICE RINK WATER TREATMENT WEST AVE PHII IMPROVEMENTS SOU WEST AVE PHII IMPROVEMENTS.NOR CONSTRUCTION SERVICES, GENERAL BI.MONTHLY INSPECTION VISITS F CLOTHING: CINTAS UNIFORM SERVI CIOTHING: WORK UNIFORMS MATS FOR CITY FACILITIES. CIT FIRST AID KIT FTOOR COVERING, MBPD MATS MATS FOR FACILITIES CW-CYCtICA PROFESSIONAL SERVICES, HIGHER GMP AMENDMENT f1 EMERGENCY CTEANING AND RESTORA BEACHWALK II COMPLETION FOOD5: STAPLE GROCERY AND GROC FY 19 - COCA COIA FOR MAYOR AN FOODS: STAPLE GROCERY AND GROC COCA COLA BEVERAGES FOR RECREA EMERGENCY MANAGEMENT COCA-COLA FOODS: STAPLE GROCERY AND GROC COCA COLA BEVERAGES FOR PARK R FY 20 - COCA COLA FOR MAYOR AN CITY OF MIAMI BEACH PURCHASE ORDERS DATE RANGE: FY 20 - 10/01/2019 - 10/24/2019 + Carryforword PO's VENDOR NAME PO DESCRIPTION PO DATEoo, 20200439 20200442 201907 47 20200499 20200340 20192 393 20200367 20200368 20791702 20192503 20190469 20190316 20190335 20190388 20190563 20190699 201912L2 20192552 20192 5 53 20200130 20200131 20200L82 azlliii 20200285 20200288 20200289 20200520 20190601 20192744 20t90544 20L7 L221 28090 20191814 20190411 20190011 20191686 20191858 20190587 20200468 20!90L44 20200016 20r9r132 20790740 20191522 20190396e0190561 0190518 COCA.COtA BEVER COCA,COLA BEVER COMMERCIAL ENER COMMERCIAL ENER COMMERCIAL INTE COMMUNICATIONS COMMUNICATION5 COMMUNICATIONS COMMUNITY ASPHA COMPUTER AID, I CONCRETE READY CONDO ELECTRIC CONDO ELECTRIC CONDO ELECTRIC CONDO ELECTRIC CONDO ELEClRIC CONDO ELECTRIC CONDO ELECTRIC CONDO ELEC]RIC CONDO ELECTRIC CONDO ELECTRIC CONDO ELECTRIC CONDO ELECTRIC CONDO ELECTRIC COOL-BREEZE AIR COPPER'S NURSER COPPER'S NURSER COPPER'5 N URSER COPPER'S N URSER CORE AND MAIN L cosTA otL tNc CRAVEN THOMPSON CRAVEN THOMPSON CREATIVE TERRAZ CROSS MATCH TEC CROWE LLP CROWN CASTLE IN CSA CENTRAL, IN CSA CENTRAL, IN CUMMINS INC CUMMINS INC CUMMINS-ALLISON CUMMINS.ALLISON CUSTOM CONTROLS D VILLEGAS LLC DADE PAPER & BA DANA SAFETY SUP DANA SAFETY SUP DANA SAFETY SUP DANA SAFETY SUP DANA SAFETY SUP DANA SAFETY SUP 70/1.712079 70/1712079 71/ls /2018 10/22/2019 10174/20t9 08173/2019 10/7s/2019 70/7s/2019 os/o1/2or9 os ll0/2019 ]^0/23/2078 70/t512078 70/15/2018 70/1812078 70/10/2018 7r/0812078 02/04/2019 08/29/2079 08/29/20!9 t0 /07 /2019 70/07 /2079 70/09/2079 70/70/2079 10/7t/2019 o7 /1912019 to/7t/20L9 to/7r/20L9 LO/rL/2Ot9 ro/23/2019 10/37/2Ot8 07lo8/2019 1,O126/2078 03/16/2077 08/24/2075 os/16/2019 70/19 /20L8 lOlOt/2018 04/30/2019 os/21/2019 to/30/2ot8 tol27/2019 70l03/2018 10l07/2019 0s/o7/2019 17/ L5/2018 04/02/2019 7017812018 70/29/2078 t7/02/2078 t7l02/2078 03122/2079 04/23/2079 ORIGINAL PO AMOUNT 400.00 1,000.00 48,000.00 38,000.00 5,104.99 15,908.70 5,000.00 1,500.00 3,000.00 75,800.00 50,000.00 6,314.00 15,000.00 10,000.00 100,000.00 5,000.00 20,000.00 434,189.00 80.000.00 8,000.00 8,000.00 50,000.00 4,000.00 100,000.00 182,550.40 5,880.00 4,610.43 540.00 2,52 3.00 2,000.00 15,500.00 175,244.55 234,937.5a 2,500.00 9,419.00 248,600.00 8,160.00 8,457.47 9,204.60 10,000.00 10,000.00 1,508.00 7,572.OO 152,670.OO 7,000.00 18,000.00 9,000.00 4,4t5.34 18,440.00 18,584.15 8,281.15 108,000.00 PROCU REMENT COCA-COLA COCA COLA BEVERAGES FOR PARK R BULK SODIUM HYPOCHLORITE FOR P FY 20. BULK SODIUM HYPOCHLORI FLOORING FOR 17TH STREET GARAG ALERTING SYSTEM REPAIR PARTS F TESTING AND CALIBRATION SERVIC TESTING AND CALIBRATION SERVIC ROAD AND HIGHWAY BUILDING MATE TEMP BUSINESS ANALYST - SHARA TO PURCHASE BULK CONCRETE MIX WELDING REPAIRS, MACHINE SHOP WELDING REPAIRS, MACHINE SHOP WELDING REPAIRS, MACHINE SHOP ELECTRIC MOTOR REWIND, PUMP RE EQUIPMENT MAINTENANCE AND REPA WELDING REPAIRS ITQ 2O19.OO1JE MOTORS FOR PUMP STATIONS MOTORS FOR PUMP STATIONS WETDING REPAIRS, MACHINE SHOP WELDING REPAIRS, MACHINE SHOP ELECTRIC MOTOR REWIND, PUMP RE EQUIPMENT MAINTENANCE AND REPA ELECTRIC MOTOR REWIND, PUMP RE CDBG. NEPTUN E HVAC REPLACEMEN PURCHASE PLANT MATERIATS PURCHASE PLANT MATERIAL PURCHASE PLANT MATERIAL PURCHASE PLANT MATERIALS FOUNDRY CASTINGS, EQUIPMENT, A AUTOMOBILES, SCHOOL BUSES, SUV INDIAN CREEK LAN DSCAPING PROJE PALM & HIBISCUS SERVICE ORDERfl NEW BPO FOR CREATIVE TERRAZO 5 OFFICE MACH INES, EQUIPMENT, AN 2018 AUDIT SERVI€S PAID IN FY FIBERNET SERVICES FOR SATILITE A/E FEES FOR 42ND GARAGE EATHR A/E FEES FOR BATHRM,ANITOR CL OEM CUMMIN ENGINE PARTS OEM CUMMIN ENGINE PARTS FY 18/19 MAINTENANCE OF PERFOR FY 19/20 MAINTENANCE OF PERFOR PREVENTIVE MAINTENANCE SEWER & YOUTH SOCCER PROGRAM CLEAR TRASH BAGS 1.OMIL 40 X48 PUBLIC SAFETY VEHICLE ACCES5OR UPFITTING ONE F.150 EXTERIOR C UPFITTING FOR 8 CID UNMARKED V UPFITTING 3 SUPERVISOR INTERCE UPFITTING FOR ONE POLICE INTE UPFITTING NEW CITY OWNED VEHIC 20190619 20191481 20191645 Page: 8 of 34 CITY OF MIAMI BEACH PURCHASE ORDERS DATE RANGE: FY 20 - 10/01/2019 - 10/24/2019 + Corryforword Po's POf 20192055 20192492 20192493 20792494 207925t7 20792555 2019 2 5 56 20t92566 20200201 2020027 6 20191422 282670 20L92445 2020008s 20200086 20190308 20191033 20192598 20200410 20190142 20L90421 20200249 20190238 20191491 201907 59 20190850 20190894 20190895 20191003 20797775 20191208 20191591 20191593 20191916 20192014 20792428 20!92457 20192481 20200226 20200236 2020024L 20200333 20200377 20191295 20L60507 20L70537 2077t938 20t9t7 43 20190399 20190859 20797456 20191485 VENDOR NAME PO DATE ORIGINAL PO AMOUNT 1,580 7,497 5.054 7,350 875 27 ,08L 20,756 97 ,949 11,000 70,200 104,400 7,420,682 t,362 170,884 724,945 10,000 10.000 15,000 10,000 322,000 105,000 250,000 10,000 48,000 3,200 1,200 4,000 6,500 7,000 9,000 10,000 3,017 3,600 30,000 4,000 74,464 9,900 4,542 4,000 4,000 2,000 3,500 11,000 28,500 432,249 364,700 7,327,578 14,350 1,955 5,500 8,950 11,950 o 13 00 00 00 00 72 55 65 00 00 00 16 80 20 00 00 00 00 00 00 00 :b 00 00 00 00 00 00 08 00 00 00 26 00 50 00 00 00 00 00 00 00 00 00 :D 00 00 00 PO DESCRIPTION REPLACE K9 HOT.N-POP VEH 13040 UPFITTING 3 FORD EXPIORERS UPFITTING TWO 2019 ALTIMAS UPLIFTING 3 FORD FUSIONS LIGHTING FOR GREENSPACE MULE UPFIT 2 K-9 INTERCEPTOR UNITS UPFIT 3 SUPERVISOR PIUT UPFIT 11PIUT(S) POLICE DEPART BLANKET PUBLIC SAFETY VEHICLE FY 20 - YOUTH BASESALL PROGRAM URBAN FORESTRY MASTER PLAN DEV 54" REDUNDANT SEWER FORCE MAIN NEW DRIP EDGE FOR PARK RANGER RENTAL OR LEASE SERVICES OF AG LEASE SERVICES OF TURF MAINTEN FY 19. EMERGENCY GC REPAIRS GENERAL CONTRACTING SERVICES - ROOF ACCESS LADDERS FOR PUBLIC FY 20 . EMERGENCY GC REPAIRS DELL COMPUTERS & PERIPHERALS B DELL MISCELLANEOUS DELL COMPUTERS & PERIPHERALS B GENERAL CONTRACTING SERVICES - MBPD MEMORIAL HONOR ROLL WALL EMPLOYEE UNIFORM T-SH IRTS CLOTHING: ATHLETIC, CASUAL, DR EMPLOYEE UNIFORM T-SH IRTS EMPLOYEE UNIFORM T-SH IRTS UNIFORMS FOR METER TECHS AND 5 CLOTHING: ATHLETIC, CASUAL, DR UN IFORMS FOR PROPERTY MANAGEME CLOTHING: ATHLETIC, CASUAL, DR RAIN JACKETS FOR CODE COMPLIAN UNIFORMS FOR PARKING EN FORCEME UN IFORMS FOR PARKING OFF-STREE CLOTHING: ATHLETIC, CASUAL, DR CODE COMPLIANCE UNIFORMS FY.19 CLOTHING: ATHLETIC, CASUAL, DR CLOTHING: ATHLETIC, CASUAL, DR EMPLOYEE UNIFORM T.SH IRTS CLOTHING: ATHLETIC, CASUAL, DR CLOTHING: ATHLETIC, CASUAL, DR MBPD PATROL 5HOE5 AND BOOTS CONVEN. CENTER CANOPY-PARKING, PROF. SRVS SO #1, DESMAN, INC. ENGINEERING SERVICES, PROFESSI PROFESSIONAL SRVCS FOR 72ND 5T SUMMER CAMP FTRIP. JRS & TEEN CHEMICALS AND SOLVENTS, COMMER FERTILIZERS AND SOIL CONDITION FERTILIZERS AND SOIL CONDITION FERTILIZERS AND SOIL CONDITION 06/t9/2079 08/23 /2079 08/23 /2079 08/23 /2019 08/2512079 08/29/2079 08/29/207e o8/30/2079 r0/09/20le ]!l1112019 03174/2079 t0/2512016 08/2r/20ts LO/03/2019 t0l03l20L9 to/12/2018 12/28/2018 oel09l2019 70/77/2019 70/03/2078 L0/2212018 L0/1O12019 rollo/2018 03/26/2019 rrl26/2018 72lOs l2018 72/77/2078 72/7712078 1212417018 07/29/2079 02lol/2079 04/76/2019 04175/2019 os/29/2019 06/24/2019 08/19/2O1s 08l2u2079 o8/22/2019 t0/70/2ot9 L0/1O/2019 LOI].O/2019 lOlL4/2079 70/15/2079 0212012079 0910712076 LL/L7 /2076 08/0912077 0sl08/2019 $/19/2018 L2/06/2018 03/ 1912019 03/23/2019 PaBe: 9 of 34 DANA SAFETY SUP DANA SAFETY SUP DANA SAFETY SUP DANA SAFETY SUP DANA SAFETY SUP DANA SAFETY SUP DANA SAFETY SUP DANA SAFETY SUP DANA SAFETY SUP DANNY BERRY BAS DAVEY RESOURCE DAVID MANCINI & DECKTIGHT ROOFI DEERE CREDIT, I DEERE CREDIT, I DELCONS INC. DELCONS INC. DELCONS INC. DELCONS INC. DELL MARKETING DELL MARKETING DEtL MARKETING DESIGN BUILD IN DESIGN BUILD IN DESIGNLAB INC DESIGNLAB INC DESIGNLAB INC DESIGNLAB INC DESIGNLAB INC DESIGNLAB INC DESIGNLAB INC DESIGNLAB INC DESIGNLAB INC DESIGNLAB INC DESIGNLAB INC DESIGNLAB INC DESIGNLAB INC DESIGNLAB INC DESIGNLAB INC OESIGNLAB INC DESIGNLAB INC DESIGNLAB INC DESIGNLAB INC DESMAN INC DESMAN INC DESMAN INC DESMAN INC DEZERLAND PARK, DIAMOND R FERTI DIAMOND R FERTI DIAMOND R FERTI DIAMOND R FERTI DATE RANGE: FY 20 - 10/01/2019 - 10/24/2019 + Corryforword PO's VENDOR NAME PO DESCRIPTION PO DATEOoo 20200508 20200099 20191160 20192341 20190283 20200427 20200510 20160497 2877 5 20150110 20172023 20180255 20181533 20192635 20191091 2079791.0 20191943 2079277 2 20792783 20192184 20L92662 20L90464 qi;:il: 20791.287 20191369 20792520 18487 24719 201.7 2t35 20190512 20190656 2947 2 20191869 20200339 20L914r5 20200014 24304 20192585 20190017 20190078 20792063 20792064 20792430 20200458 20200498 e:;:::; 29796 20180158 20200153 DIAMOND R FERTI DIGITAL DRAFTIN DJD EQUIPMENT H DJO EQUIPMENT H DORAL DIGITAL R DORAL DIGITAL R DORAL DIGITAL R DOUGLAS WOOD & DOUGLAS WOOD & DOUGLAS WOOD & DOUGLAS WOOD & DOUGLAS WOOD & DOUGLAS WOOD & DRC EMERGENCY S DUVAL FORD LLC DUVAL FORD LLC DUVAL FORD LLC DUVAL FORD LLC DUVAT FORD LLC DUVAL FORD LLC DUVAL FORD LLC E SCTENCES,TNCO E SCTENCES,TNCO E SCTENCES,TNCO E SCTENCES,TNCO E SCIENCES,INCO E SCIENCES,INCO E SCIENCES,tNCO E SCTENCES,tNCO E SCTENCES,TNCO E SCTENCES,TNCO EAS ENGINEERING EAST COAST META EAST COAST META EATON CORPORATI E85 ENGIN EERING E-BUILDER, INC ECTVtS tNC. EDSA, INC. EDWARD LEWIS AR EFE INC EFE INC EFE INC EFE INC EFE INC EFE INC EFE INC ELECTRIC SALES ELECTRIC SALES ELECTRIC SUPPLY ELMGREEN UND DR EMERGE AMERICAS r0/22/2Ot9 L0/03/2019 07/24/2OL9 08/06l2ot9 to/1,2/2Ot8 t0/17120t9 L0/22/20t9 08/31/20t6 Lr/06/20ls 06lL4/2Ot6 08lt8l2077 70/t9/2077 04/2312018 09/18/2019 07/L4/2019 05/28/2019 06104/201,9 07 /10/2Or9 01 /rL/29rg 07 /1u20t9 to/22/2019 70/23/2078 t0123/2Ot8 to/29/2Or8 t2/1.2/2Ot8 02h9/2019 03/0s12019 09/73/2OL9 02/70/2072 05/20/2014 09/74120t7 L0/2412018 17/06/20t8 02/29120t6 os/2212019 10/74120L9 03/7312Ot9 70/01l2Ot9 04/02l2Ot4 09/0312Ot9 10/02/2018 70/0212018 06/2012019 06/20/2019 o8/79/2079 tol2t/2079 to/22/2019 to/30/2078 to/21/2019 04178/2076 to/72/2077 to/08/2079 ORIGINAL PO AMOUNT 975.00 s,738.60 10,000.00 7 ,441.34 5,000.00 7,500.00 4,457.00 5,7 43.10 798,747.43 64,22t.55 25,498.50 45,382.33 64,193.55 38,400.00 46,121.00 30,387.00 32,560.00 27,277.L9 32,312.00 32,372.OO 70,777.O0 t2,772.75 r21,872.35 21,50r.45 31,233.38 35,466.30 750,747.50 42,616.00 71,021.75 4,256.40 17,185.00 84,500.00 39,22r.9L 37,132.03 153,620.00 1,795.10 6,890.18 7,480.00 307,666.36 1,901.39 11,500.00 13,500.00 3,000.00 4,000.00 4,000.00 7,500.00 10,000.00 10,000.00 10,000.00 4,27 2 ,894.62 1,100,000.00 6,700.00 FERTILIZERS AND SOIL CONDITION BLUEBEAM RENEWALl0/27l19 - 10/ OEM PARTS FOR HEAVY EQUIPMENT FORK ATTACHMENT FOR UNIT 14561 FY 19 - PRINTING OF EVENT BANN FY 20. PRINTING OF EVENT BANN 60K TROLLEY BROCHURES 4OYEAR STRUCTURAL RECERTIFICAT NEW BPO UNDER S,O #1, DOUGLAS ENGINEERING SERVICES, PROFESSI PROPOSED REPAIRS FOR FILLMORE PROPOSED REPAIRS FOR 17TH STRE SOfl DOUGtAS WOOD NORTH BEACH EDORIAN 22 PALETS OF ICE FOR P 2O2O PUI HYBRIO EXPLORER 4X2 0462 MARC 2O2O FORD EXPLORER BLACK FOR C FORD FUSION HYBRID R 4756 SANI EXPLORER 4X4 ADDITION FIRE ONE EXPLORER 4X4 FIRE TWO EXPLORERS 4X4 XLT ENVIRONMENTAL PERMIT FOR MB MA BAY WALK 1OTH TO 12TH STREET, ENVIRONMENTAL AND ECOLOGICAL S ENVIRONMENTAL.GROUNDWATER MONI ARCHITECTURAL SERVICES, PROFES GEO lEC ENG/rAB TESTTNG OF SOr MOORING FIELD FEASIBILITY STUD PROPOSED GREEN WASTE FACILITY SOIL REUSE EVALUATION ALTON RO SOfl E.SCIENCE CRESPI KAYAK LA CONSULTING SERVICES- ENVIRON MEN PHASE 7 ROOFING FOR LIFEGUARD NEW BPO TO EAST COAST METALS, EMERGENCY ELECTRICAI BREAKER S ASBESTOS SURVEY FOR AUDIT / EN E-BUILDER APPXCHANGE OPEN API GRANT RESEARCH DATABASAE SOUTH POINTE PARK REMEDIATION. CONFIRMING PO FOR A/E FEES FOR MAINTENANCE & REPAIR SERV FOR EQUIPMENT MAINTENANCE AND REPA MAINTENANCE & REPAIR SERV FOR EQUIPMENT MAINTENANCE AND REPA EQUIPMENT MAINTENANCE AND REPA EQUIPMENT MAINTENANCE AND REPA EQUIPMENT MAINTENANCE AND REPA STARTERS, ALTERNATORS & MISC. STARTERS, ALTERNATORS & MISC. OWNERS DIRECT PURCHASE FOR ELE ART OBIECTS EMERGE 2020 SPONSORSHIP: SLVER Page:10 of 34 CITY OF MlAMI BEACH PURCHASE ORDERS po# CITY OF MIAMI BEACH PURCHASE ORDERS DATE RANGE: FY 20 - 10/01/2019 - 10/24/2019 + Carryforword PO's VENOOR NAME PO OESCRIPTION ORIGINAT PO AMOUNT o 20192318 20!92449 20L92460 20200155 20200345 20200402 20182080 20182111 20182401 2019t274 20200204 2017 7277 20180571 20200294 20191406 20191498 20200537 20190138 207907 52 20L7 17 lr 20190161 20200109 20190028 20200257 20200154 20190825 20200315 20190941 20190348 20792497 20792503 20792574 20792525 20200336 20200440 20191625 20200051 20191783 20190091 20190294 20200022 20200039 20200224 24745 20190330 20190602 20200530 2018]902 20L90446 20200350 20192s83 20191948 08/02/2Ot9 o8/2t/2Ot9 08127/2079 ro/09/2019 70/14/2019 70h5/2079 07/2012078 o7l2s/2078 08/23/2018 02173/2019 70109/2019 03121/2077 Lt/16/2017 70/t7/2079 03/12/2019 03127 /2019 10/24/2019 L0/0312018 t/1612078 06/16/2077 tolos/2018 t0/04/2019 LO/01/2018 LO/1012079 ro/08/2079 12l02/2078 70/t7/2079 72h8/2078 L0/77 /2018 08/2312019 08/23/2Ot9 08/26/2Ot9 08/2812019 70/74/2Ot9 tol77/2079 04/19/2079 lOl02/2079 os/7312079 10/02/2078 to/72/2078 tolot/2019 to/07/2079 70110/2079 0s/21/2074 10/ t6/2018 to/37/2078 to/24/2019 06129/2078 70/22/2078 70/74/2079 09/03/2019 06/0412019 72,362.77 72,639.60 71,894.42 8,144.98 7,674.75 16,573.26 377,636.33 36,613.48 14,500.00 8,280.00 13,100.00 77,O94.72 69,473.O0 13,200.00 9,000.00 9,000,00 60,400.00 9,500.00 65,000.00 35,000.00 30,000.00 6,000.00 2.000.00 _*3ifii0 t2,372.OO t2,372.OO 72,662.OO 618,000.00 5,000.00 10,000.00 9,000.00 77,200.OO 266,239.O0 29,100.00 5,984.00 5,000.00 41,000.00 2,350.00 1,000.00 2,000.00 2,500.00 1,000.00 7 ,807 ,132.OO 60,000.00 20,000.00 60,000.00 li;SiiiiO 50,000.00 8,503.03 15,230.00 EMPIRE OFFICE I EMPIRE OFFICE I EMPIRE OFFICE I EMPIRE OFFICE I EMPIRE OFFICE I EMPIRE OFFICE I EMPIRE OFFICE I EMPIRE OFFICE I EMPIRE OFFICE I EMSAR FLORIDA ENTERPRISE ELEC ENTERPRISE ELEC ENTERPRISE EtEC ENVIRON MENTAL P ENVIRON MENTAL P ENVIRONMENTAL P ENVIRON MENTAL P ENVIROWASTE SER ENVIROWASTE SER ENVIROWASTE 5ER EQ. THE ENVIRO EQUAL LEVEL INC EQUIFAX INFORMA EQUIN IX INC EsO SOLUTIONS, ESRM COMMUNICAT ESRM COMMUNICAT ETC INSTITUTE I EVERGTADES ENVI EVERGLADES ENVI EVERGLADES ENVI EVERGLADES ENVI EVERGLADES ENVI EVERGLADES ENVI EXIGIS LIMITED FAMILY FUN CONC FAULKNER, INC. FEDERAL EASTERN FEDERAL EXPRESS FEDERAL EXPRESS FEDERAL EXPRESS FEDERAL EXPRESS FEDERAL EXPRESS FENTRESS ARCHIT FERGUSON ENTERP FERGUSON ENTERP FERGUSON ENTERP FERGUSON ENTERP FLAMINGO OIL CO FLAMINGO OIL CO FLORIDA FIRE SA FLORIDA FLAME F OFFICE FURNITURE FOR 17TH STRE OFFICE FURNITURE FOR AUDIT DEP OFFICE FURNITURE FOR 3RD FLOOR OFFICE FURNITURE FOR ECONOMIC FURNITURE: SHOOTING ROOM 511 MAYOR'S OFFICE FURN ITURE EXEC, OFFICE FU RN ITU RE/CU BICLE BAR STOOTS FOR MBCC FURNITURE: OFFICE FILE AND STO MAINTENANCE AND REPAIR OF MBFD INSPECTION AND MAINTENANCE OF LIGHTING FOR PARKING LOT P22 BUILDING MAINTENANCE, INSTALLA VACTOR TRUCK AND EQUIPMENT MAI SPRAYING EQUIPMENT (EXCEPT HOU SPRAYING EQUIPMENT (EXCEPT HOU PURCHASE PARTS AND ACCESSORIES EQUIPMENT MAINTENANCE AND REPA SANITARY SEWER AND STORM WATER VENETIAN, PALM AND HIBISCUS, B ENVIRONMENTAL AND ECOLOGICAL S EQUAL LEVEL SOFTWARE (EMAR(ETP ACCURATE CREDIT INFORMATION SE CAGE l AND 2 OFFSITE DATA CENT ESO PROJECT.DATA CONVERSION FR MONITORING OF EMERGENCY PHONES MONITORING OF EMERGENCY PHONES CONSULTING SERVICES FY19. GROUN DS MAINTENANCE SER FY 19. EMERGENCY TREE WORK/RE EVERGLADES - EMERGENCY IRRIGAT BISCAYNE ETEMENTARY CIIY PARK BISCAYNE ELEMENTARY CITY PARK FY 20 - GROUNDS MAINTENANCE SE INSURANCE AND INSURANCE SERVIC SUMMER CAMP FTRIP . PWS & PRMS LETTERING FOR LIFEGUARD STANDS POINT BLANK ENTERPRISES GUARDI FEDEX COURIER FOR PROCUREMENT COMMUNICATIONS AND MEDIA RELAT TEDEX COURIER FOR PROCUREMENT COURRIER SERVICES ADMIN FY2O2O, FEDELAR EXPRESS FENTRESS ARCHITECTS,DESIGN CRI POLYMER WATER METER BOXES AND FOUNDRY CASTINGS, EQUIPMENT, A POLYMER WATER METER BOXES AND POLYMER WATER METER BOXES AND FUEL, OIL, GREASE AND LUBRICAN FUEL, OIL, GREASE AND LUBRICAN CONFIRMING PO FOR FIRE EXTINGU FIRE EXTINGUISHER MAINTENANCE Page: 11 of 34 PO DATE CITY OF MIAMI BEACH PURCHASE ORDERS DATE RANGE: FY 20 - 10/01/2019 - 10/24/2019 + Carryforward PO's VENDOR NAME PO DESCRIPTION PO DATEOo- 20200269 20200527 20200528 20t9t706 2 5651 20L1L267 20L7 t633 20190288 20190289 20790296 20190488 20190624 20190660 2019240a 20192472 202005L7 20190188 20190189 20200120 28092 20181805 20191581 _ 20191363 otz:zzz:: 20200353 20190724 20192381 20L90215 20190343 2019ta2l 20200196 20200274 20L7 t784 20191882 20191507 20L9L725 20200309 20191342 20192277 20190038 20200316 20191785 20741103 20190150 20190158 20190220e01902s8 01902s9 FLORIDA FLAME F FLORIDA FLAME F FLORIDA FLAME F FLORIDA INTERNA FLORIDA INTERNA FLORIDA POWER & FLORIDA POWER & FLORIDA SUPERIO FLORIDA SUPERIO FLORIDA SUPERIO FLORIDA SUPERIO FLORIDA SUPERIO FLORIOA SUPERIO FLORIDA SUPERIO FLORIOA SUPERIO FLORIDA SUPERIO FLORIDA TRANSPO FTORIDA TRANSPO FLORIDA TRANSPO FLORIDA TRANSPO FLORIDA TRANSPO FLOTECH ENVIRON FLUID CONTROL 5 FORD QUALITY FL FORD QUALITY FL FORENSIS TECHNO FORTILINE, INC. FORTILINE, INC, FRANMAR CORPORA FRANMAR CORPORA FRANMAR CORPORA FRANMAR CORPORA FRANMAR CORPORA FRANZ ACKERMANN FREE PLAY, LLC FRIENDLY ]OHN, FRIENDLY JOHN, FRIENDLY JOHN, FRIENDS OF THE FUNOIMENSION LL FURNITURE LEISU FURNITURE LEISU G L DISTRIBUTOR G. M, SEL8Y, IN G4S SECURE SOLU G4S SECURE SOLU G4S SECURE SOLU G4S SECURE SOLU G4S SECURE SOLU G4S SECURE SOLU G4S SECURE SOLU G4S SECURE SOLU FIRE EXTINGUISHER MAINT - CW FIRE EXTINGUISHER FOR G4. ANC FIRE EXTINGUISHER FOR G1 . 7TH PSA FOR MB CITYWIDE PAVEMENT M THE FLORIDA INTERNATIONAL UNIV FAC ALTOS DEL MAR PARK, FPL UN PUBLIC WORKS AND RETAT€O SERVI CRUSHED COQUINA FOR MBGC 70130 TOP SO|L Mrx 304 TOP DRESSING SAND ROAD AND HIGHWAY BUILDING MATE ROAD AND HIGHWAY BUILDING MATE ROAD AND HIGHWAY BUILDING MATE ROAD AND HIGHWAY BUILDING MATE ROAD AND HIGHWAY EUILDING MATE ROAD AND HIGHWAY EUILDING MATE DATA COLLECTION FOR TRAFFIC EN DATA COLLECTION FOR TRAFFIC EN TRAFFIC STUDIES PEER REVIEW NEW BPO, UNDER SERVICE ORDER # TRAFFIC ENGINEERING CONSULTING EQUIPMENT MAINTENANCE AND REPA PUMPING EQUIPMENT & ACCESSORIE FORD QUALITY FLEET CARE FORD QUATITY FLEET CARE COMPUTER HARDWARE AND PERIPHER ZENN ER WATER METERS - FY19 PIPE AND TUBING FITTINGS FY 19 . EMERGENCY BUS TRANSPOR FY 19. SENIORS BUS SERVICES SUMMER CAMP BUS SERVICES FY 19 FY 20 . EMERGENCY BUS TRANSPOR FY 20. SENIORS BUS SERVICES ART OBIECTS POCKET PARK, FREE PLAY LLC, NE BUILDINGS AND STRUCTURES: FABR 2019 ITF TENNIS TOURNAMENT LUX RENTAT OF PORTABLE TOILETS FRIENDS OF THE BASS STEAM PIUS SUMMER CAMP FTRIP . PWS & PMRS DOGGIE BAGS DISPENSER DOGGIE BAG DISPENSER SODY ARMOR COMPACTION & DENSITY TEST FOR SANNITATION (JEFFERSON & DICKE NORMANDY SHORES GATE HOUSE & R SPECIAL EVENTS SECURITY GUARDS GARAGES. f5,9, P1,P77,P72 SEC GARAGES - f5,9, SUPERVISOR AND NORMANDY SHORES GOLF COURSE GU SECURITY, EMERGENCY SERVICES POLICE - SECURITY, AND EMERGE ro/11/2079 10/2412OL9 10/24/2Ot9 os/ot/2079 10 /L4/2074 03/24/2017 06/or/2oL7 10/L2/2078 lOlL2/2018 10/L2/2OL8 70123/2078 17102/2018 7r/06/20L8 08114/2019 08/27/2019 70/23/20L9 70/08/2018 L0/0812018 L0/0412079 08/241207s 06/07 /2018 04/75 /20L9 03/05/2019 12/14/2018 rc/2r/2019 70/74/2Or9 tL/74/2078 08/0912079 70/09/2018 7oh7 /2018 os/t6/2019 10/09/2079 70/17/2079 03/06/2Or7 05/23/2Or9 04/17 /2019 os/osl2079 70/17l2079 03/07/2079 o't /2512019 70/0212078 70/1s/2079 os/t3/2019 os/18/2078 ro/04/2018 t0104/2078 1010912078 ro/7t12078 70/7t/2078 L0h2/2078 02l2s/2079 02/28/2019 ORIGIITIAL PO AMOUNT 14,000.00 705.00 1,410.00 15,125.00 116,381.12 149,579.00 15,717.75 5,200.00 7,370.00 8,315.00 2,7 t9.90 4,158.00 3,712.50 3,612.sO 7,942.50 11,655.00 7,928.00 5,163.00 43,000.00 5,464.20 7 4,910.50 200,000.00 100,000.00 10,000.00 10,000.00 50,000.00 50,000.00 20,000.00 4,500.00 43,000.00 25,000.00 7,000.00 37,000.00 750,000.00 30,900.00 6,500.00 12,550.00 14,000.00 188,542.00 6,138.00 4,000.00 5,000.00 46,904.00 900.00 11,000.00 202.359.10 795,502.24 650,372.OO 229,073.O0 27 ,449.34 171,000.00 339,000.00 20190297 2019r3r7 20191333 Page: 12 of 34 CITY OF MIAMI BEACH PURCHASE ORDERS DATE RANGE: FY 20 - 10/01/2019 - 10/24/2019 + Carryforword PO's POfl VENDOR NAME PO DESCRIPTION SECURITY OFFICER PARKING SECURITY, GARAGE 1,4, VEHICLE SECURITY BUILDING DEPARTMENT SECURITY, GARAGE 4 16 STREET SECURITY, GARAGE 2,3,5,7,10 SPRING BREAK SECURITY 2019 SECURITY FINANCE DEPARTMENT CU SECURITY GUARDS SANITATION {DI CMB EMPTOYEE RETIREMEMT PLAN/F GASB STATEMENT AND REPORT PARK, PLAYGROUN D, RECREATIONAL 23RD STREET COMPLETE STREETS F 63RD STREET COMPLETE STREETS F 72ND AND 73RD STREET BUFFERED ROAD AND HIGHWAY BUILDING MATE ROAD AND HIGHWAY BUILDING MATE CONSTRUCTION 5ERVICEs, HEAVY WELDING SERVICES & MANUFACTU RE WELDING SERVICES & MANUFACTURE (NAPA) AUTO & TRAITER EQUIPME VEHICLE PARTS - NAPA -NJPA CON (NAPA) AUTO & TRAILER EQUIPME VEH ICLE PARTS - NAPA -NJPA CON 2 WAY CONVERSION 42 SHERIDAN S MID BEACH REC CORRIDOR PHII 5E MERC PHII SECII SERVICE ORDER SOEl GFA INTERNATIONAL BEACHWA PURCHASE OF A NEW GILIBERTI FO A/E FEES FOR MBPD 2ND FLoOR RE SO#l GLAVOVIC STUDIO N SHORE P A/E SERVICES FOR SANITATION IN MBCC MANAGEMENT SERVICES IY19 SHOES AND BOOTS SHOES AND BOOTS SHOES AND BOOTS SHOES AND BOOTS CLOTHING: ATHLETIC. CASUAL, DR MBPD . PATROL UNIFORMS FY 18.1 SHOES AND BOOTS FIRE OEPT UNIFORMS FOR FIREFIG SHOES AND WORKBOOTS FOR FIRE D CLOTHING: ATHLETIC, CASUAL, DR UNIFORMS FOR METER TECHS & 5IG CLOTHING: ATHLETIC, CASUAL, DR CLOTHING: ATHLETIC, CASUAL, DR PSCD. UNIFORMS SANITATION - UNIFORMS CLOTHING: ATHLETIC, CASUAL, DR SHOES FOR PARKING ENFORCEMENT CtOTHING: ATHLETIC, CASUAL, OR FY.19 CODE COMPLIANCE UNIFORMS CLOTHING: ATHLETIC, CASUAL, DR ORIGINAL PO AMOUNT o 191,000.00 741,000.00 107,000.00 205,000.00 731,000.00 48,195.00 40,000.00 10,000.00 5,039.00 5,000.00 7 ,47 5.30 109,048.85 110,661.11 91,351.40 75,000.00 75,000.00 87,s06.98 5,000.00 5,000.00 38,000.00 20,000.00 45,000.00 15.000.00 ll;i3ilO 26,522.O0 8,495.00 16,150.00 3,933.00 138,955.08 65,890.75 280,150.00 9,000.00 4,000.00 3,000.00 3,500.00 7,800.00 210,000.00 2,500.00 158,500.00 11,000.00 11,000.00 4,000.00 14,500.00 10,800.00 41 ,806.20 85,000.00 'SliliiO 19,000.00 23,800.00 1,452.80 PO DATE 20191341 20191352 20191359 2019L362 20191405 20797447 20792532 20200480 20200159 20r82469 20191386 20771307 20!71302 20182412 20191103 20200533 20160011 20191378 20200019 20190314 20190734 20200243 20200465 20191366 20171936 20181050 20181501 20192723 20191484 2077 2134 20181470 20790782 20190042 20190057 20190050 20190137 20190181 20190219 20190320 20190584 20190591 20190893 20191041 20L97076 20191113 20797277 20t97434 20191531 20191923 20792346 20792352 20192392 03lot/2ot9 03/04/2019 03/04/2019 03lo4/2079 03/t2/2079 03/2s/2079 08/28/2019 70/2112079 L0/08/2019 09h2l2018 03/07/2019 03/29/2Ot7 03129/2ltt 091t7/2018 0r114/20L9 70l24l2OL9 0s/19/2016 03/06/2079 70/02/2019 1O/t2/20t8 t7hs l20L8 10 /10/2019 1O/2r/2019 03/os/20\9 08l09/2oL7 02172/2018 04178/2Ot8 o7 /02/2019 03/2212019 09 /1412OL7 04h7/2078 7t/28/2018 70/0212078 70/02/2078 70/0212078 t0/0312018 10/08/2078 to/09/2ot8 70/ls/2078 70/30/2078 10130/2078 DlLr/2018 01102/2019 outo/2079 07/17/2079 02/04/2019 03/rs/2ot9 04119/2079 05/30/2019 08/06/20!9 08/o712019 08/73/2019 G45 SECURE SOLU G4S SECURE SOLU G4S SECURE SOLU G45 SECURE SOLU G45 SECURE SOLU G45 SECURE SOtU G45 SECURE SOLU G45 SECURE SOLU GABRIEL ROEDER GABRIET RO€DER GAMETIME INC GANNETT FLEMING GANNETT FLEMING GANNETT FLEMING GEN ERAL ASPHALT GEN ERAL ASPHALT GEN ERAL INSUTAT GEN ERAL WELDING GENERAL WELDING 6ENUINE PARTS C GENUINE PARTS C GENUINE PAR15 C GENUINE PARTS C GFA INTERNATION GFA iNTERNATION GFA INTERNATION GFA INTERNATION GILIBERTI, INC. GLAVOVIC sTU DIO GLAVOVIC STUDIO GLAVOVIC STUDIO GLOBAL SPECTRUM GLOBAL TRADING GLOBAL TRADING GLOBAL TRADING GLOBAL TRADING GLOBAL TRADING GLOBAL TRADING GLOBAL TRADING GLOBAL TRADING GLOBAL TRADING GLOBAL TRADING GLOBAL TRADING GLOBAL TRAOING GLOBAL TRADING GLOBAL TRADING GLOEAL TRADING GLOBAL TRADING GLOBAL TRADING GLOBAL TRADING GLOEAL TRADING GLOBAL TRAOING Page:13 of 34 CITY OF MIAMI BEACH PURCHASE ORDERS DATE RANGE: FY 20 - 10/01/2019 - 10/24/2019 + Corryforword PO's VENDOR NAME PO DESCRIPTION PO DATEOo* 201.92429 20192482 20192508 20200008 20200082 20200228 20200235 20200290 20200298 20200299 20200303 20200366 20200401 20180275 20782352 20200093 20200707 20191097 20200464 20190537 20191538 20192279 aziiiii" 2079237 3 20190001 20190002 20190014 20190039 20190040 20190041 20t90057 20190058 20190071 20190088 20190097 20190141 20790t47 2079021.1 20190239 20790295 20190395 2079067 4 20190688 20190768 20191260emr 20200010 20200029 20200055 GLOBAL TRADING GLOBAL TRADING GLOBAL TRADING GLOBAL TRADING GLOBAL TRAOING GLOBAL TRADING GLOBAL TRADING GLOBAL TRADING GLOBAL TRADING GLOBAT TRADING GLOBAL TRADING GLOBAL TRADING GLOBAL TRADING GLOBAL TRADING GTOBAL TRADING GNM HOUGH INC GOLD NUGGET UNI GOODYEAR TIRE & GOODYEAR TIRE & GOVERNMENT BUSI GOVERNMENT BUSI GOVERNMENT BUSI GOVRATES, INC. GRANT, STEWART- GREEN WAY TURF GRIDICS LLC GRM INFORMATION GRM INFORMATION GRM INFORMATION GRM INFORMAIION GRM INFORMATION GRM INFORMATION GRM INFORMATION GRM INFORMATION GRM INFORMATION GRM INFORMATION GRM INFORMATION GRM INFORMATION GRM INFORMATION GRM INFORMATION GRM INFORMATION GRM INFORMATION GRM INFORMATION GRM INFORMATION GRM INFORMATION GRM INFORMATION GRM INFORMATION GRM INFORMATION GRM INFORMATION GRM INFORMATION GRM INFORMATION GRM INFORMATION 08/1912019 08122/2079 08123/2079 70101/20t9 ro/03/2019 ro/ro/2019 rc/ro/2019 ,olrL/2or9 70117/2Ot9 t0/7u2079 70/7u2079 to/ls/201,9 r0/7612019 L0/23120r7 08/2012018 r010312079 ro/04/2019 07174/2079 ro/2u20t9 7L/Os/2Ot8 04/os/2019 07126/2Ot9 01/04/20!9 0712s/2019 70/27/2019 08/09/20t9 09/2Ll20t8 LO/OU2078 tolotl2078 to/0212018 L0/0212018 t0/02/2018 to/02/2018 to/0212018 LO/02120r8 10/0212018 to/0212078 to/0312078 to/0412018 t0/09120t8 10/7012078 10/72/2078 to/78120!8 L7/0712018 t7/0812018 t7127/2Ot8 02172/2079 03/06/2079 rolot/2or9 to/07/2ot9 to/ot/2019 to/02/2079 ORIGINAL PO AMOUNI 46,514.38 4,727.4O 33,258.40 9,000.00 85,000.00 4,000.00 4,000.00 13,000.00 9,000.00 3,000.00 3,000.00 24,000.00 11,000.00 184,500.00 24,800.00 7,307.OO 4,866.75 20,000.00 10,000.00 13,280.00 1,890.00 6,970.00 10,000.00 30,000.00 4,364.20 72,000.00 5,000.00 1,500.00 300.00 400.00 3,000.00 1,000.00 5,850.00 753.32 200.00 1,092.00 14,000.00 12,500.00 8,000.00 500.00 650.00 2,000.00 5,000.00 200.00 2,s00.00 1,500.00 11,500.00 200.00 700.00 3,000.00 80.00 375.00 CLOTHING: ATHLETIC, CASUAL, DR CLOTHING: ATHLETIC, CASUAL, DR CLOTHING: ATHLETIC, CASUAL, DR SHOES AND BOOTS UNIFORMS SHOES AND BOOTS SHOES AND BOOTS CLOTHING: ATHLETIC, CASUAL, DR CLOTHING: ATHLETIC, CASUAL, DR 5HOE5 AND BOOTS SHOES AND BOOTS PUBLIC WORKS EMPLOYEE WORK UNI CLOTHING: ATHLETIC, CASUAL, DR FIRE DEPT UNIFORMS IY.18 UNIFORMS CODE COMPLIANCE CAMERAS FOR NSYC (PHAsE [) MOTOR OFFICER BREECHES FIRE DEPT TIRES FY 18/19 FIRE DEPT TIRES FY 19/20 INTERIOR PAINTING OF PW OPERAT PAINTING OF A/C DUCTS AT PW OP WATERPROOFING AT TOWERS OF 177 FEE AND CPI ADJUSTMENT STUDY CONSUI.TANT SERVICES FOR FINANC FERTILIZERS AND SOIt CONOITION CONSUTTING SERVICES - ZONING T DATA PROCESSING, COMPUTER, PRO FILE AND STORAGE MANAGEMENT SE FILE AND STORAGE MANAGEMENT FILE AND STORAGE MANAGEMENT SE FILE AND STORAG€ MANAGEMENT FILE STORAGE FOR PROPERTY MANA GRM RECORDS MANAGEMENT SERVICE FILE ANO STORAGE MANAGEMENT SE STORAGE FOR GRANTS DIVISION GRM FILE STORAGE (ACCT:0210079 GRM RECORDS MANAGEMENT SERVICE RECORD MANAGEMENT FY 18.19 MDC RENTAL OR LEASE SERVICES OF OF FY 19. GRM RECORDS MANAGEMENT FY 19 - GRM RECORDS MANAGEMENT MANAGEMENT SERVICES MANAGEMENT SERVICES DATA PROCESSING, COMPUTER, PRO FILE AND STORAGE MANAGEMENT CO MANAGEMENT SVC. DATA STORAGE DATA PROCESSING, COMPUTER, PRO STORAGE FOR OFFICE OF INTERNAL FILE AND STORAGE MANAGEMENT SE DEPARTMENT FILES STORAGE FACIL STORAGE FOR INTERNAL AUDIT GRM FILE STORAGE (ACCTr0210079 Page: 14 of 34 CITY OF MIAMI BEACH PURCHASE ORDERS DATE RANGE: FY 20 - 10/01/2019 - 10/24/2019 + Corryt'orward PO's PO#VENDOR NAME PO DESCRIPTION MANAGEMENT SERVICES FY 2O GRM RECORDS MANAGEMENT S MANAGEMENT SERVICES STORAGE FOR GRANT DIVISION GRM RECORDS MANAGEMENT SERVICE BOXES AND STORAGE FOR PARKING MANAGEMENT SERVICES RECORDS MANAGEMENT SERVICE5 MANAGEMENT SERVICES ADMIN FY2O2O, GRM INFORMATION MANAGEMENT sVC - DATA STORAGE DATA PROCESSIN6, COM PUTER, PRO FY 20, GRM RECORDS MANAGEM€NT MANAGEMENT SERVICES PRESSURE WASHER PARTS FOR CITY PRESSURE WASHER PARTS FOR CITY SPIRAX SARCO METER SYSTEMS EQU SPIRAX SARCO METER SYSTEMS EQU TESTING APPARATUS AND INSTRUME ROADSIDE, GROUNDS, RECREATIONA ROADSIDE, GROUNDS, RECREATIONA ROADSIDE, GROUNDS, RECREATIONA FY 20 - FENCING SERVICES FY 19 - GYMNASTIC CLASSES HANDYMAN SERVS AT 4 RESIDENTIA DADE BOUTEVARD SHARED USE PATH TATUM WATERWAY DRIVE FEASIBILI BEACH CORRIDOR AND BUS EXPRESS OCEAN DRIVE ONE.WAY CONVERSION GEN ERAL CONTRACTING SERVICES - CONSTRUCTION SERVICES. AT MAD CONSIRUCTION SERVICES. NEPTUN CONSTRUCTION SERVICES, MADELE CONSTRUCTION SERVICES, LONDON PAINTING OF NSGC CLUBHOUSE AND CONSTRUCTION SERVICES, NEPTUNE PAINTING SERVICES - CITYWIDE TERMINAL ISLAND FORCE MAIN REP CONSULTING SERVICES WASTERWATER MASTER PLAN SERVIC CONSULTING SERVICES LEAK DETECTION PROGRAM. PHASE SCADA RFP DBOM AND PLC 2018-23 SERVICE ORDER NO 14 - PW MANUA SERVICE ORDER NO 8. MISC SVCS CONSULTING SERVICES WASTEWATER CONSULTING SERVICES WATER & WA FERTILIZERS AND SOIL CONDITION PESTICIDES AND CHEMICALS: AGRI CHEMICALS AND SOLVENTS, COMMER MEDICAL SUPPLTES " MDC 8441-0/ PUMPING EQUIPMENT ANO ACCESSOR ORIGINAL PO AMOUNT oPO DATE 20200062 20200063 20200064 20200074 20200080 20200088 20200096 20200106 202001s0 20200156 20200371 2020037 4 20200420 20200514 20190252 20200797 201904t7 20200394 20180539 20191865 20200321 20200332 20200334 20190520 20t90122 20t9t541 207917 38 20192176 20792224 20790257 20792t7 7 20792277 20192273 20792295 20192348 20L92364 20792477 20190645 20191339 20191340 20791642 20191681 20L9713L 2079262a 20181839 20182377 20182378 20200114 20191349 20200457 20190271 20190055 GRM INFORMATION GRM INFORMATION GRM INFORMATION GRM INFORMATION GRM INFORMATION GRM INFORMATION GRM INFORMATION GRM INFORMATION GRM INFORMATION GRM INFORMATION GRM INFORMATION GRM INFORMATION GRM INIORMATION GRM INFORMATION GRUNSKIS LLC GRUNSKIS LLC G.TEC EQUIPMENT G.TEC EQUIPMENT G,TEC EQUIPMENT GUARANTEED FENC GUARANTEED FENC GUARANTEED FENC GUARANTEED FENC GYM KIDZ INC. H.].]ANITORIAL H. W. LOCH NER I H. W. LOCHNER I H. W. LOCHNER I H. W, LOCHNER I HALCYON EUILDER HALCYON BUILDER HATCYON BUILDER HALCYON BUILDER HALCYON BUITDER HALCYON BUILDER HALCYON BUILDER HALCYON BUILDER HAZEN AND SAWYE HAZEN AND SAWYE HAZEN AND SAWYE HAZEN AND SAWYE HAZEN ANO SAWYE HAZEN AND SAWYE HAZEN AND SAWYE HAZEN AND SAWYE HAZEN AND SAWYE HAZEN AND SAWYE HELENA CHEMICAL HELENA CHEMICAL HETENA CHEMICAL HENRY SCHEIN IN HERC RENTALS IN 70/02/2019 10/02/2Ot9 L0/02/2079 10102/2019 70/03/2079 70/0312079 r0/0312019 10/04l2ot9 r0/08/2019 L0/08/2079 10/1sl2079 70/rs/20!9 rolLT /2019 10123/2019 70/10/2078 10/09/2079 7u30/2Or8 10/76/2Ot9 t7/73/2Ot7 osl22/2079 10/t7/2079 70h4/2079 10/t412079 70/2512078 70/03/2078 04/08/2079 05/07/2019 o7 /rL/20r9 07 /77 /2Ot9 tolTo/2078 07l70/2019 07116/20\9 07/16/2079 07/3012079 08/o712019 08/08/2019 08/Ls/2079 tll0s/2ot8 02128/2079 02128/2079 04/23/2019 04/2912019 os/0712019 09177 /2079 05l1,s/2078 0812r/2Or8 08/21/2Or8 r0104/2019 03/oL/20L9 L0/21/2019 LOh2l2078 70/02/2078 1,000.00 650.00 254.08 100.00 2,500.00 2,250.00 1,500.00 3,200.00 100.00 700.00 750.00 5,000.00 500.00 451.10 8,000.00 6,000.00 70,t21.OO 40,000.00 96,400.00 8,550.00 8,500.00 2,064.00 10 000 00 _ 'liiHf9 134.540.00 93,870.00 100,000.00 7 2,965.OO 15,000.00 3,733.60 4,657 .65 3,733.60 3,845.00 22,0s8.82 2,754.OO 20,000.00 17,247.50 205,A24.0O 271,932.O0 19,368.00 227 ,700.00 195,087.00 255,833.00 200,000.00 247,596.0O 243.008.00 I;lillO 2,100.00 35,000.00 2,500.00 Page:15 of 34 CITY OF MIAMI BEACH PURCHASE ORDERS DATE RANGE: FY 20 - 10/01/2019 - 10/24/2019 + Corryforward PO's VENDOR NAME PO DESCRIPTION PO DATEoo, 2019013 3 20190526 20190573 20191110 20191999 20200247 20200431 201a2479 20t92647 29665 20190935 20192292 20792631 20t71278 20181094 20181820 20782264 20782392 20200352 20191394 2079707 2 20200295 e:iil::; 20192294 2019t4L1 20\92401 20192437 20200252 20792455 20192447 20200077 20191058 201912r7 20200011 20200390 20191049 20791467 20792660 20191053 20200043 2079747 7 20792610 20200L47 20200271 20200273 ez:z::z: 20190809 2019264t 2077 7937 HERC RENTATS IN HERC RENTALS IN HERC RENTALS IN HERC RENTALS IN HERC RENTALS IN HERC RENTALS IN HERC RENTALS IN HERC RENTALS IN HERSHELL GILL C HILL INTERNATIO HML PUBLIC OUTR HML PUBLIC OUTR HML PUBLIC OUTR HML PUBLIC OUTR HML PUBLIC OUTR HML PUBLIC OUTR HML PUBLIC OUTR HML PUBLIC OUTR HNTB CORPORATIO HOOAH LLC HOPE IN MIAMI-D HOPE IN MIAMI-D HOTWIRE COMMUNI HOTWIRE COMMUNI HOTWIRE COMMUNI HOUSING OPPORTU HOWARD FERTILIZ HOWARD FERTILIZ HOWARD FERTITIZ HOWARD FERTIIIZ HOYT ARCHITECTU HP COMPUTING AN HP COMPUTING AN H ULETT ENVIRONM H ULETT ENVIRONM HUTETT ENVIRONM HULETT ENVIRONM HYDRA SERVICE ( HYDRAULIC SALES HYDROLOGICAL SE ICF INCORPORATE IDW LLC tKoNtQ" tNc. tLLTNOtS TOOL W TLLTNOtS TOOL W IMMIX TECHNOLOG IMMIX TECHNOLOG IMS INFRASTRUCT INCLAN PAINTING INCLAN PAINTING INCLAN PAINTING INCLAN PAINTING PUMPING EQUIPMENT AND ACCESSOR RENTAL OF INDUSTRIAL EQUIPMENT RENTAL OF MAINTENANCE EQUIPMEN BEACH EQUIPMENT RENTAL RENTAL OF BOOM STRAIGHl EQUIPM PUMPING EQUIPMENT AND ACCESSOR INDUSTRIAL EQUIPMENT RENTAL OR RENTAL OF EQUIPMENT FOR CONVEN COLLINS PARK PARKING GARAGE, H OWNER'5 REPRESENTATIVE SERVICE PUBLIC INFORMATION SRV.BIKE L PIO SERVICES ON RIGHT OF WAY & NAUTILUS NEIGHBORHOOD TRAFFIC PUBLIC WORKS AND RELATED SERVI PIO SERVICES SOfl1 FOR VARIOUS COMMUNICAIIONS AND MEDIA RELAT SO#1 PIO SERVICES INDIAN CREEK COMMUNICATIONS AND MEDIA RELAT MISC. DATA COLLECTION FOR FY2O MICROSOFT AZURE TECH IMPLEMENT MANAGEMENT SERVICES. HOMELESS MANAGEMENT SERVICES. HOMELESS INTERNET CIRCUIT FOR CMB-WIFI INTERN ET CONNECTIVITY SERVICES INTERNET CONNECTIVITY SERVICES CDBG- ANALYSIS OF IMPEDIMENTS FERTITIZERS AND SOIL CONDITION PESTICIDES FOR MBGC PESTICIDES AND WEED KILLER FOR FERTILIZERS AND SOIL CONDITION 17TH STREET PROTECTED BICYCLE SUPPORT SERVICE FOR HP PRINTER SUPPORl SERVICE FOR HP PRINTER PEST CONTROL SERVICES . CITYWI ADDITIONAL PEST CONTROL SERVIC ADDITIONAL PEST CONTROL SERVIC PEST CONTROL SERVICES - CITYWI PUMPING EQUIPMENT AND ACCESSOR HYORAULIC PARTs, REBUILT HYDRA DATA TRANSMISSION SERVICE CONSULTING SERVICES BADGES - ID CARDS PORTABLE FOOD CONCESSION CART TURN ER VALVE MAINTENANCE SKID P2 HANDHELD VITALS & MRD ASSEM MBPD TELESTAFF FY 202O TELETSTAFF SOFTWARE MAINT LINE CONSULTING SERVICES LIFEGUARD STANDS REPLAC.,INCLA LIFEGUARD STANDS - EXTERIOR PA EXTERIOR PAINTING OF CITY HALL LIFEGUARD TOWERS PHASE VI INCL ORIGINAL PO AMOUNT 5,000.00 10,000.00 8,000.00 2,393.87 1,808.00 5,000.00 10,000.00 158,700.00 60,000.00 8,530,970.40 5,300.00 5,300.00 24,O25.OO 110,200.00 117,000.01 28,350.00 218,250.00 46,67s.OO 1,7 41 .OO 30,948.36 53,654.00 5s,563.62 7 ,7 49.48 26,985.00 64,764.00 20,000.00 6,256.40 1,092.80 600.00 5,977.44 25,000.00 175.00 L66.44 64,963.44 8,000.00 9,000.00 63,562.44 100,000.00 5,000.00 1,380.00 395,000.00 4,465.00 802,110.00 707,779.OO 8,595.00 24,767.60 15,194.95 s,500.00 2,442.90 22,696.52 67,672.50 22,669.56 70/03/2018 70l2s/20t8 10/30/2018 0L/76/2Ot9 05/77/2079 70/77/2Ot9 70/7t/2079 09/27 /2078 70/07/2Ot9 04l07/20L6 72/71/2OL8 01129/2079 09/77/2079 03/2712077 02/20/2078 06/77/2078 o8/74/2078 08/27/2078 70/14/2019 03177/2019 0L/to/2079 70hu2Ot9 02/07/2Ot9 04/22/2019 70/02/2Ot9 o7/30/2019 01111/2OL9 08h412019 08h9/2Ot9 70/10/2079 08/2L12079 08/27/2079 70/0212079 ouo8l2079 02/os/2079 70/0212079 r0/76/2079 ou0312079 03l2u2079 7017712079 07/0312019 TOlOt/2079 03/27/2079 09177/2019 L0l08/2019 LOlru2079 70lru2l79 03/04/2079 7L/7s/2078 rL/29/2018 09/2s/2079 08/09/2077 Page: 16 of 34 CITY OF MIAMI BEACH PURCHASE ORDERS DATE RANGE: FY 20 - 10/01/2019 - 10/24/2019 + Carryt'orword PO's PO#VENDOR NAME PUBLIC WORKS AND RELATED SERVI CONVENTION CENTER PARK, INFINI PUBLIC INFORMATION OUTREACH SV NEW BPO UNDER SERVICE ORDER # COMMUNICATIONS AND MEDIA RELAT FINGERPRINT READER FOR CODE CO GENESYS rvR SYS CMS 8/3/2Ot8 PROFESSIONAL SERVICES, HIGH ER MISCELLANEOUS SERVICES, NO. 2 TEMPORARY SERVICE WORKERS & SE TEMP LABOR FOR PROPERTY MANAGE TEMPORARY STAFFING SERVICES PROFESSIONAL SERVICES, HIGHER TEMPORARY LABOR STAFF TEMPORARY LABOR - ADMINISTRATI PROFESSIONAL 5ERVICE5, HIGHER EMPLOYMENI AGENCY SERVICES FOR MISCELLANEOUS SERVICES, NO. 2 TEMPORARY HANDYMAN SERVICES FO PROFESSIONAL SERVICES, HIGHER TEMPORARY STAFF BLANKET PO FOR TEMPORARY TAX AUDTOR POSIT CDBG: TEMPORARY STAFFING MISCELLANEOUS SERVICES, TEMP TEMPORARY STAFF FOR PLANNING . TEMPORARY STAFF BLANKET PO PROFESSIONAL SERVICES, HIGHER PROFESSIONAL SERVICES, H IGH ER TEMP LABOR FOR PROPERTY MANAGE PROFESSIONAL SERVICES, HIGHER PROFESSIONAL SERVICES, HIGHER IRMA TEMPORATY LABOR FOR EOC BLACK TRASH BAGS CLEAR TRASH BAGS SHOES AND BOOTS SHOES AND BOOTS CSI WASTE CLEANUP FY 19 PROFESSIONAt SERVICES, HIGHER DATA ANNUNUAL MAINT ITREZZO 12 HARDWARE AND RELATED ITEMS MEDICATION AND VACCINATION FOR BLUE/GREEN STORMWATER INF, ROA CONSULTING SERVICES-FLOOD MITI MESH BASKET METAL EXP-s2 RELOCATION OF CODE COMPLIANCE MAINT A CELEBRATION OF LIGHT / TOOLS MAINTENANCE AND REPAIRS MOHAWK MOBILE LIFT TOOLS MAINTENANCE AND REPAIRS MACHINERY, HARDWARE INDUSTRIAL LAWN MAINTENANCE EQUIPMENT AND LAWN MAINlENANCE EQUIPMENT AND ORIGINAL PO AMOUNT o 5,000.00 40,000.00 764,755.76 294,267.50 48,450.00 2,075.92 25,983.59 6,200.00 110,505.83 1,380,579.00 134,000.00 53,000.00 23,000.00 55,000.00 20,000.00 21,000.00 46,000.00 12,000.00 7,963.92 1,785.00 33,000.00 19,000.00 10.180.04 _.,illi! 5,000.00 3,000.00 3,000.00 48,000.00 5,000.00 5,000.00 140,000.00 17,000.00 18,000.00 4,000.00 6,000.00 14,000.00 5,300.00 5,600.00 8,000.00 40,000.00 798,627_70 25,000.00 6,496.50 19,157.50 59,000.00 5,000.00 'i;liiiO 5,000.00 9,000.00 11,000.00 20190598 20191986 28966 29498 2077 t756 20200188 20200267 20191812 20190145 20190179 20190186 20!90234 20190328 20190608 20797746 20191215 20191308 20191463 20797604 20191698 20t91712 20t9204t 20192058 20792640 20200118 20200727 20200724 20200129 20200193 20200231 20200359 2018t224 20200033 20200449 20190599 20200006 20190553 20!977 49 20200066 20190415 20190210 20191906 20t92242 20192257 2019L679 20190979 20792324 20792572 20200059 20200425 20t97092 20200447 INDUSTRIAL HOSE INFINITE SOU RCE INFINITE SOURCE INFINITE SOURCE INFINITE SOURCE INNOVATEK MIAMI IN5IGHT PUBLIC tN-stTU, tNc. INTEGRITY TRADE INT€GRITY TRADE INTEGRITY TRADE INTEGRITY TRADE INTEGRITY TRADE INT€GRITY TRADE INTEGRITY TRADE INTEGRITY TRADE INTEGRITY TRADE INTEGRITY TRADE INTEGRITY TRADE INTEGRITY TRADE INTEGRITY TRADE INTEGRITY TRADE INTEGRITY TRADE INTEGRITY TRADE INTEGRITY TRADE INTEGRITY TRADE INTEGRITY TRADE INTEGRITY TRADE INTEGRIIY TRADE INTEGRITY TRADE INTEGRITY TRADE INTEGRITY TRADE INTERBORO PACKA INTERBORO PACKA INTERNATIONAL F INTERNATIONAL F INTERNATIONAL P ISABET MALOWANY ITREZZO INC ITRON, INC IACK O, KNOWLES JACOBS ENGINEER JACOBS ENGINEER JANISAN INC ,IASMOV, INC, JIM MORRISON PR .IOBBERS EQUIPME ]OEBERS EQUIPME IOBBERS EQUIPME .JOBBERS EQUIPME JOE BLAIR GARDE .JOE BLAIR GARDE 7L10812018 06l70l2079 t2/ot/2ots 03/02/2076 03 /02/2017 70l09/2079 70l10/2079 os/ t6/2079 70/03 /2078 to/0812018 10/08/2018 70/7012078 \0/1612018 Lt/01/2018 or/2312019 02/04/2079 02/22/2079 03/20/2019 04/7612079 os/07/2079 05/t0/2019 06118/2019 06121/2019 09/24/2019 70l04/2019 1O/O7 /2019 7O/O7 /2019 70/07 /2079 lOl09/20t9 70170/2079 1O/7s12019 03/09/20t8 lOlOt/2Ot9 10/78/2079 tol3t/2078 to/ot/2079 Ll/06/2078 os/0812079 tol02/2079 70h912018 10/0912018 0s/2812019 01/2212019 07/2412019 04129/2079 t2l20/2078 08l05/2019 08/30/20!9 10/02/2079 10/t7/2079 0L/7412019 r0h8/2079 Paget 17 ot 34 PO DESCRIPTION PO DATE CITY OF MIAMI BEACH PURCHASE ORDERS DATE RANGE: FY 20 - 10/01/2019 - 10/24/2019 + Corryt'orword PO's Oo* 20190034 20200098 201912 s3 297 t8 20180988 20770444 20191443 20181850 20191315 20190589 20200466 20791269 20797754 2019i984 2019 2181 29694 20117541 20172136 20r8L291 20181393 2074t474 20181556 Gi::;1: 20190583 20200331 20t91414 207977 21 20200075 20200073 20180010 20191381 20191382 20191383 20191589 20792334 20792453 20192629 21572 2077 7779 20180921 20181860 201.82422 20200732 20190443 20792t97 ez,z::z: 20792244 20192245 20200421 VENDOR NAME PO DATE L0/02/2078 L0/03/2079 02l7t/2079 04/tl/2016 02/ou2or8 7uo7 /2016 03h9l2Ot9 06/19/2Or8 02l2s/2079 70/30/2Ot8 70/27/2Ot9 02/12/2019 05109/20t9 06/07 /2079 07/t712019 o4/o7 /2076 05/17/2077 09/1412017 0312712018 04102/2078 04103/2018 04/30/2OL8 08/2812078 02/os/2079 1O/t7 /2079 70/30/2078 70h4l2079 03/12/2019 05103/2079 ro/02/2079 10/02/2079 70/02/2017 03107 /2079 03l07/2079 03 /o7 /2019 04176/2019 08/0s/2o7s 08/2Ll20t9 09/77/2Ot9 os/2712O1s 07/0612017 0L/18l2078 05/27/2078 08128/2078 L0/07 /2019 L0/2212018 01/7s12079 o7l7sl2O19 07 /29/2019 07 /29/2O7e 07 /29/2079 1O/t712079 ORIGINAT PO AMOUNT 1,s00.00 2,000.00 t,863,894.67 809,931.18 157,000.00 2,090,000.00 14,000.00 22,275.OO 4,000.00 10,000.00 10,000.00 69,851.00 34,964.00 18,793.20 18,497.65 35.476.55 199,982.50 52,626.20 105,331.20 94,979.60 127,081.09 39,549.11 180,348.00 9,000.00 5,000.00 47 ,201.OO 49,567.00 30,100.00 27,000.00 308,307.06 353,917.13 85,000.00 29,500.00 2s,000.00 69,000.00 5,000.00 86,800.00 23,800.00 20,700.00 5,000.00 225,099.46 411,320.00 95,000.00 23,000.00 4,390.00 12,000.00 7,434.37 7,O14.77 7,434.3t 7,434.3r 7,434.3t 8,000.00 JOHN C. DELLAGL .JOHN C. DELLAGL JOHNSON CONTROL JONES LANG LASA IONES LANG LASA IOSEPH KOSUTH S ]OsTEN5 INC ]OSTENS INC JYMY CONSULTING K.V.P, ENTERPRI K.V,P. ENTERPRI KCITECHNOLOGIE KCITECHNOLOGIE KCITECHNOLOGIE KCITECHNOLOGIE KCITECHNOLOGIE KCITECHNOLOGIE KCITECHNOLOGIE KCITECHNOLOGIE KCITECHNOLOGIE KCITECHNOLOGIE KCIT€CHNOLOGIE KCI TECHNOLOGIE KELLY TRACTOR C KELLY TRACTOR C KEROFF KEROFF KEVIN S CROWDER KEVIN S CROWDER KEY GOVERNMENT KEY GOVERNMENT KILGOUR & ASSOC KIMLEY.HORN AND KIMLEY.HORN AND KIMLEY.HORN AND KIMTEY-HORN AND KIMLEY-HORN AND KIMLEY-HORN AND KIMLEY-HORN AND XIMLEY-HORN AND KIMLEY-HORN AND KIMLEY-HORN AND KIMLEY-HORN AND KIMLEY-HORN AND KNAPHEIDE TRUCK KNAPHEIDE TRUCK KNAPHEIDE TRUCK KNAPHEIDE TRUCK KNAPHEIDE TRUCK KNAPHEIDE TRUCK (NAPHEIDE TRUCK KNAPHEIDE TRUCK PO DESCRIPTION MISCELLANEOUS SERVICES, NO. 1 MISCELLANEOUS SERVICES, NO, 1 COMB STREET LIGHTING CONSULTING SERVICES RELATIVE T CONSULTING SERVICES ART OB]ECTS PLANNERS FOR MB PUBLIC SCHOOLS PLANNERS FOR MB PUBLIC SCHOOLS PICK UP & DISPOSAL OF BIO.HAZ DIESEL ENGINE REPAIR PARTS & S DIESEL ENGINE REPAIR PARTS & 5 PALM VIEW NEIGHEORHOOD STUDY MIAMI BEACH PERMIT FEE REVIEW CONSULTING SERVICES ENGINEERING AND ARCHITECTURAL NEW BPO UNDER SERVICE ORDER #1 SOUTH BEACH PEDESTRIAN PRIORIT SO81 KEITH & SCHNARS VENETIAN COMPREHENSIVE PLAN UPDATE - FY MERIDIAN AVENUE. 17TH STREET CONSULTING SERVICES. MADELEINE SOfl (EITH & SCHNARS 5 POINTE 71ST STREET/NORMANOY DR, BUFFE AUTOMOTIVE AND TRAILER EQUIPME oEM PARTS AND SERVTCES FY19l20 MEDICAL DIRECTOR TO MBFD EMS F MEDICAL DIRECTOR TO MBFD EMs F CONSULTING SERVICEs CONSULTING SERVICES MASTER AGREEMENT,PROPERTY SCHE VM PRODUCTS AND SVCS - YEAR 3 FINANCIAT SERVICES DESIGN FOR THE EIKE BOX AT WES DADE BLVD AND 17TH INTERSECTIO MERIDIAN AND 18 MIO ELOCK CROS MACARTHUR PEDESTRIAN BRIDGE, K SIGNALIZATION CONTRUCTION ROUN RRFB - PINETREE DRIVE & WEST 4 AIRSPACE CONSULTING SERVICES SOIL MANAGEMENT AND RELATED EN PRO SERVICES SOIl NORMANDY ISL cso f7 tTs/sPs CDBG. MADELEINE VILLAGE SEAWA RRFB 5TH ST WEST AND 15TH .IEFF ROLL-N-LOCX BED COVERS (2 UNtT AUTOMOTIVE AND TRAILER EQU IPME UPFIT BODY UNIT 4754 OUTFIT BODY U NIT 4753 UPFIT BODY UNIT 4755 UPFIT BODY UNIT 13401 UPFIT BODY UNIT 13404 OEM PARTS & SVCS, INSTALL & RE PaSe: 18 of 34 CITY OF MIAMI BEACH PURCHASE ORDERS DATE RANGE: FY 20 - 10/01/2019 - 10/24/2019 + Corryforward PO's POf 20780449 20190948 20190949 20190950 20190952 20190994 20190832 20192 518 20200722 20192308 2L829 29381 20150208 20190143 20200247 20190590 20200L27 20190303 20792564 20?oo22s 20200472 20182063 20182132 20182136 20L82L37 20200265 20200135 20792342 20200246 20t90222 20190223 20t90262 20190575 20200050 202000s1 202000s2 20200070 20740443 20190214 20200473 20190139 20200097 2019079r 20191539 20182391 20182399 20200327 20190165 20200131 20190834 20200139 20190449 VENDOR NAME PO DESCRIPTION ORIGINAL PO AMOUNT o 4,950.00 52,998.00 42,480.O0 73,140.00 45,340.50 49,238.25 53,000.00 22,000.00 4,075.7 t 1,785.55 76 ,39 4,105 .69 36,737,O75.26 6 ,323 ,O9 4 .12 37,000.00 37,000.00 11,100.00 18,550.00 10,000.00 10,000.00 11,580.00 19,590.00 19,330.54 20.358.72 _ 131ili! 7,380.00 s,000.00 19,000.00 24,915.O0 5,041,964.40 2,575,010.55 1,,694 ,279 .14 2,148,804.60 1,17 4 ,655 .88 2,2t6,743.54 2 ,662,87 4.47 3,933,246.69 7,7 79 ,r7 4.7 6 150,000.00 4,939.02 5,500.00 5,000.00 5,000.00 r19,902.45 59,263.42 199,305.20 5,750.00 ll;3333O 22,500.00 t4,436.24 1,800,000.00 PO DATE KREATE DESIGNS, KRONOS INCORPOR KRONOS INCORPOR KRONOS INCORPOR KRONOS INCORPOR KRONOS INCORPOR LACAL EQUIPMENT LAMBERT ADVISOR LAMBRETTA SOUTH LANDSCAPE FORMS LANZO CONSTRUCT LANZO CONSTRUCT LANZO CONSTRUCT LAW ENFORCEMENT LAW ENFORCEMENT LAWMEN'S & SHOO LCPTRACKER INC LEE CONSTRUCTIO LEE CONSTRUCTIO LEE CONSTRUCTIO LEE CONSTRUCTIO LEE CONSTRUCTIO LEE CONSTRUCTIO LEE CONSTRUCTIO LEE CONSTRUCTIO LEGACY TURF GRO LEGAL SERVICES LEHMAN PIPE & P LEXISNEXIS RISK LIMOUSINES OF S LIMOUSINES OF S LIMOUSINES OF S LIMOUSINES OF S LIMOUSINES OF S LIMOUSINES OF 5 LIMOUSINES OF S LIMOUSINES OF S LIMOUSINE5 OF S LINCOLN ROAD BU LOU'S POLICE DI LUKACS LUKACS M & I SUNSHINE, M.C- HARRY & A M.C. HARRY & A M.C. HARRY & A M3 INDUSTRIES, MAC PAPERS, INC MAC PAPERS, INC MAGICROOM PRODU MAILFINANCE INC MANSFIEtD OIt C ART EQUIPMENT AND SUPPLIES POLICE TIMEKEEPER QUOTE #60279 TELESTAFF UPGRADE CMB OCEAN RE TELESTAFF UPGRADE CMB FIRE DEP TELESTAFF UPGRADE POLICE DEPT. TETESTAFF UPGRADE CMB PUBLIC S SWEEPER PARTS FOR CITY OWNED S CONSU LTING SERVICES 2018 YAMAHA VIKING 18585 POCKET PARK PURCHASE OF BIKE R VENETIAN ISLAND BPC - LANZO CO CONSTRUCTION SERVICES, GENERAL CONSTRUCTION SERVICES, HEAVY PSYCHOLOGICAL TESTING PROFESSI PSYCHOLOGICAL TESTING PROFESSI BADGES. COTLAR BRA55, AWARD PI LCP TRACKER SOFTWARE - FY2O2O FY 19. GC FOR MINOR REPAIRS BUILDING MAINTENANCE, INSTALLA CUT OPENING ON WASHINGTON AND EDORI EM€ RGE NCY REPLACEMENT O' REPAIRS TO SEWER STATION f19 REPAIRS TO SEWER PUMP STATION REPAIRS TO SEWER PUMP STATION REPAIRS TO SEWER PUMP STATION FERTILIZERS FOR MIAMI BEACH GO NON. PROFIT STEWARDSH IP TRAINI PIPE AND TUBING FITTINGS MBPD ACCURINT AND ACCURINT PLU SOUTH BEACH TROLLEY LOOP COLLINS EXPRESS TROLLEY LOOP NORTH BEACH TROLLEY LOOP MIDDLE BEACH TROLLEY LOOP NORTH BEACH TROLLEY SERVICE MIDDLE BEACH TROLLEY SERVICE COLLINS EXPRESS TROLLEY SERVIC SOUTH BEACH TROLLEY SERVICE NORTH BEACH TROLLEY LOOP LINCOLN ROAD SECURITY SERVICES NEW OFFICERS BADGES MISCELLANEOUS 5ERVICE5, NO. 1 MISCELLANEOUS SERVICES, NO. 1 AUTOMATIC TRANSMISSION FLUID A/E FEES FOR CONDtTtON ASSESSM SO# 1 HARRY & ASSOCIATES INC. SO#1 MC HARRY COLLINS PARK PER MOTOR UNIT BOOTS CENTRAL SERVICES PAPER FY 17,1 CENTRAL SERVICES PAPER FY 17.1 PROFESSIONAL SERVICES AGREEMEN MAIL MACHINE LEASE FUEL, OIL, GREASE AND LUBRICAN ru03/20!7 72119/20!8 72/79/2078 12119 /2018 12/L912018 72/27/2078 72/0312078 08/27 /2079 10/07 /2079 08/02/20t9 os/11/2013 02/70/2Ot6 07 /74/2016 10/03/2018 t0/10/2ot9 to/30/2018 t0/04/20t9 t0/t2/20t8 08/30/2079 ro/fi/207s 70/17 /201,9 ol l19/2078 01121/201,8 o7/30/2078 07 /30/2018 ro/10/2019 70/08/2079 08/09/2079 70/7012019 10/0912018 10/09/2Or8 70/rt/2078 t7/07/2Or8 10/0212019 10/02/2Ot9 to/02/2ot9 L0/02/2019 7u02l2077 70/09/2078 10/27/2079 lol03/2078 70l03 /2079 77/2912078 04/05/2019 08/27/2078 08/22/2Ot8 to/74/2019 70/05/2078 to/o8/2079 12103/2018 10l08/201,9 70/22/)018 Page: 19 of 34 CITY OF MIAMI BEACH PURCHASE ORDERS DATE RANGE: FY 20 - 10/01/2019 - 10/24/2019 + Corryforward PO's oo, 20191119 20192570 20182247 20191860 20200140 20200s22 20190079 20190080 20190119 20190305 20790375 20190444 20190501 20190700 20190784 20797272 20191282 20L9t420 2079t479 20t976t2 20191621 20191752qffii 20192011 20t9207 8 20192189 20t92371 20192441 20t92443 20192 513 20192523 20192558 20L92561 20200026 20200035 20200191 20200253 20200268 20200355 20200399 20200411 20200438 202004s0 20181825 20190955 em::; 20792522 20190586 20200469 VENDOR NAME MARLIN ENGINEER MARLIN ENGINEER MARLIN ENGINEER MASTER DOOR COR MASTER DOOR COR MASTER DOOR COR MASTER MECHANIC MASTER MECHANIC MASTER MECHANIC MASTER MECHANIC MASTER MECHANIC MASTER MECHANIC MASTER MECHANIC MASTER MECHANIC MASTER MECHANIC MASTER MECHANIC MASIER MECHANIC MASTER MECHANIC MASTER MECHANIC MASTER MECHANIC MASTER MECHANIC MASTER MECHANIC MASTER MECHANIC MASTER MECHANIC MASTER MECHANIC MASTER MECHANIC MASTER MECHANIC MASTER MECHANIC MASTER MECHANIC MASTER M€CHANIC MASTER MECHANIC MASTER MECHANIC MASTER MECHANIC MASTER MECHANIC MASTER MECHANIC MASTER MECHANIC MASTER MECHANIC MASTER MECHANIC MASTER MECHANIC MASTER MECHANIC MASTER MECHANIC MASTER MECHANIC MASTER MECHANIC MASTER MECHANIC MASTER MECHANIC MASTER MECHANIC MATRIX CONSULTI MATRIX CONSULTI MATTHEWS BUS At MATTHEWS BUS AL MBGC, LLC MBGC, LtC outT /2079 o8l30/2079 0811012078 os /2u2019 70/08/2079 10/23/2079 70/02/2078 70/02/2078 1O/03/2078 70/72/2078 70/1812018 t0/22/2078 70/24/2078 t7/08/2018 t7/28/2078 02/73120!9 02/79/2019 03/73/2079 03/22120t9 04/7712019 04/1812079 os/09/2019 os/20/2079 oslos/2or9 06171/2019 06/71/2019 06/24/2Ot9 o7 /72/2Ot9 08/09l20t9 o8/20/2Ot9 08/20/2079 08/26/2079 08127/2019 08129/2019 08/30/2079 70/07/2079 ro/or/2019 ro/09/2079 1O/70/2019 10/t7/2079 r0/7s12019 ro/75120t9 ro/77120t9 to/7712019 t0/19/2ot9 06/12/2018 L2/19/2018 72/27/2078 08/27 /2019 08/27 /2079 tol30/2018 !0/2112019 ORIGII{AL PO AMOUNT 74,315.00 44,770.OO 99,892.00 25,000.00 20,000.00 2,846.00 6,000.00 6,000.00 14,075.00 10,000.00 30,000.00 152,000.00 30,000.00 16,480.00 6,340.00 32,380.00 3,311.2s 5,862.00 2,277.05 75,000.00 70,000.00 5,635.00 13,500.00 5,715.00 46,860.00 2r,044.OO 4,521.50 56,040.00 54,713.00 16,910.00 4,148.O0 40,000.00 5,989.00 13,646.00 2,750.00 6,000.00 5,000.00 140,000.00 12,000.00 25,000.00 20,000.00 30,000.00 10,000.00 40,000.00 73,775.OO 55,514.00 59,950.00 25,000.00 119,333.00 22't,984.OO 58.000.00 27,200.00 PO DESCRIPTION 17TH STREET EXCLUSIVE TRANSIT& TROLLEY PASSENGER SURVEY FEASI CHASE AVENU E AND 34TH STREET S DOOR REPAIRS , CITYWIDE DOOR REPAIRS . CITYWIDE METAL DOOR FOR PW FPL VAULT BUILOING MAINTENANCE, INSTALLA BUILDING MAINTENANCE, INSTALLA A/C REPAIRS AT 4 RESIDENTIAL FY 19 - REPAIR SERVICE FOR HVA BPO FOR CITYWIDE HVAC SERVICES 777 BLDG CHILLER REPLACEMENT ( EQUIPMENT MAINTENANCE AND REPA TEMPORARY CHILLER VALVE FOR TH TENANT IMPROVEMENIS FOR PENN G A/C REPLACEMENT AT NORTH SHORE NEW MINI SPLIT FOR PENN GARAGE A/C UNIT FOR 17TH STREET GARAG FIRE STATION #4 HVAC REPAIR HVAC REPAIRS - CITYWIDE HVAC PREVENTATIVE MAINTENANCE NEW HVAC UNIT AT FLEET WAREHOU A/C REPLACEMENT AT GREENSPACE NEW EXHAUST FAN FOR TASTE CAFE RTU FOR SRYC POOL LOCKER ROOM NEW CONDENSERS FOR SRYC GYMNAS NEW A/C UNIT FOR BEACH MAINTEN BASKETBALL GYM AHU AT SCOTT RA HVAC REPLACEMENT AT THE BOTANI REPLACEMENT OF 2 CONDENSING UN HVAC REPLACEMENT AT 12TH STREE HVAC REPAIR, REPAIR AND INSTAL NEW RTU FOR MBGC GOLF CART STO RTU FOR 2ND FLOOR AT FIRE STAT A/C REPAIRS AT BISCAYNE BEACH BUILDING MAINTENANCE, INSTALLA BUILDING MAINTENANCE, INSTALLA PM HVAC REPAIRS AND MAINTANCE A/C REPAIRS AT 5 RESIDENTIAL H BPO FOR CITYWIDE HVAC SERVICES HVAC PREVENTATIVE MAINTENANCE BPO FOR CITYWIDE HVAC SERVICES FY 20. REPAIR SERVICE FOR HVA HVAC CONTROLS, MAINTENANCE, AN REPLACEMENT OF RTU f3 AT SHANE MECHANICAL SCOPE OF MBPD GENER CONSULTING SERVICES CITY'S COST ALLOCATION STUDY 71 PAsS, BUS ADA R 0925 TWO 71 PASs, THOMAS BUSES R 09 BUNKER GEAR (TURN OUT GEAR) CL BUNKER GEAR (TURN OUT GEAR) CL PO OATE Page:20 of 34 POS CITY OF MIAM! BEACH PURCHASE ORDERS DATE RANGE: FY 20 - 10/01/2019 - 10/24/2019 + Carryforword PO's VENOOR NAME PO DESCRIPTION PO DATE 20772264 26635 20160175 201717 38 20192433 20181958 20200101 20L90947 20191902 20191018 20191364 20191365 20191646 20191668 20L97682 20191884 20192721 20t92182 20792473 20192561 20192615 20792637 20192653 20171840 20190423 20200040 20200244 20200417 20792643 20772770 20200702 20190279 20190504 23704 20192538 20181532 20742048 20200505 20191955 20200419 20797225 20190154 20190070 20190190 20191540 20t976't2 20L92236 20200190 20190162 20190556 20191051 20191419 MCGRATH RENT CO MEDIA RELATIONS MEDIA RELATIONS MEDIA RELATIONS MEGA AWNING, IN MEGA AWNING, IN MEGA PARTY EVEN METRIC ENGIN EER IvIETRO DADE SECU METRO EXPRESS, METRO EXPRESS, METRO EXPRESS, METRO EXPRESS, METRO EXPRESS, METRO EXPRESS, METRO EXPRESS, METRO EXPRESS, MEIRO EXPRESS, METRO EXPRE55, METRO EXPRESS, METRO EXPRESS, METRO EXPRESS, METRO EXPRESS, METRO EXPRE55, METRO FORD INC. MIAMI BEACH BIC MIAMI BEACH BIC MIAMI BEACH CHA MIAMI BEACH CHA MIAMI DADE COUN MIAMI RESCUE MI MIDWEST MEDICAL MIDWEST MEDICAL MITIAN, SWAIN & MITLER ELECTRIC MITLER LEGG & A MIW.LITE INC. MORGAN KAI GROU MOST DEPENDABLE MOST DEPENDABLE MOTOROIA SOTUTI MOUNT SINAI MED MOWREY ELEVATOR MRSE LLC MRSE LLC MRSE LLC MRSE LLC MRSE LtC MUNICIPAL CODE MUNICIPAL EQUIP MUNICIPAL EQUIP MUSCO CORPORATI OFFICE TRAILER AT OCEAN RESCUE NEW BPO, SUNSET ISLANDS 3 & 4, COMMUNICATIONS AND MEDIA RELAT COMMUNICATIONS AND MEDIA RELAT AWNING FOR INTERNAL AFFAIRS AWNING FOR 7TH FLOOR AT 1755 M AMUSEMENT, DECORATIONS, ENTERT MIAMI BEACH ACTIVE TRAFFIC MAN FIRE ALARM REPLACEMENT AT COLO PURCHASE/INSTATLATION ADD A PA CHANGE CONCRETE TO MIAMI BCH " CHANGE CONCRETE TO MIAMI BCH ' SIDEWALK CONSTRUCT/MILLING & R SIDEWALK CONSTRUCT/MILLING & R SIDEWALK CONSTRUCT/MILLING & R #37 SIDEWALK IMPROVEMENT & H3 CONSTRUCTION SERVICES,MILL.PAV RECONSTRUCT PARKING LOT FOR MB CONCRETE AND METAL PRODUCTS, C BONDED AGGREGATE - ESPANOLA WA ADD A PAVE CONSTRUCTION SERVICES, GENERAT SUNSET ISLAND 3&4, METRO EXPRE ROW: INSTALLATION OF 8ONDEo AG OEM PARTS AND SERVICES AUTOMOT PURCHASE PARTS/REPAIR MBPD BIC PURCHASE/PARTS/REPAIR MBP EICY NURSE INITIATIVE FOR SCHOOL YE HEALTH RELATED SERVICES (FOR H BEACH CORRIDOR DIRECT CONN ECTI YEAR 2 MIAMI RESCUE MISSION SH MEDTCAL 5UPPLTES - MDC 8441-0/ FIRST AID AND SAFETY EQUIPMENT MILTIAN SWAIN & ASSOCIATES. DE SOFTWARE MAINTENANCE FOR (3) L SO#1 MILLER LEGG FOR POCKET PA MOBILE BUFFET FOR MBCC AUDIT MANAGEMENT SOFTWARE BEACH SHOWERS POLES AND FOUNTA COOLERS, DRINKING WATER (WATER RADIO COMMUNICATION EQUIPMENT EMERGENCY PURCHASE OF MEDICAL ELEVATOR MAINTENANCE SERVICES HVAC CONTROL SERVICES - CITYWI HVAC CONTROT SERVICES - CITYWI CHILLER VALVE REPAIR FOR MBPD PM FOR HVAC CONTROLS (CtTYWIDE HVAC CONTROL SERVICES. CITYWI MUNICODE SUBSCRIPTION SVCS FY1 DRAEGER PAC SOOO CARBON MONOXI IANESVILLE CLASS II HARNESS & ROADSIDE, GROUNDS, RECREATIONA r0/23 /2011 07/7s/207s 07 /0812016 06/22/2Ot7 08/19/2Or9 07 /10/2018 70l03/2079 72/7912078 os/2812079 1.2/2712018 03/osl2079 03/os/2019 0412412079 04/2s12079 04/29/2079 os/2312079 o7/0212079 01/7112079 08/27/2019 08/30/2019 09112/2Ot9 09l20/2Ot9 to/03/2019 07127/2077 10/79/2078 10l07/2079 ro/rc/2079 lOlL7 /2079 09/25/2079 09/o7l2o7't 10/0412019 L0/12/2018 70/24/20t8 07/7312014 08/2912019 04/23/20L8 07 /78/2Ot8 LOl22/2019 06l04/2079 70lr7 /2079 02/06/2079 70/0412078 70l02l2078 70/08/2018 04/0s/2019 04126/2019 07 /22/2079 70/0912079 70/Os/2078 10129/2078 07/0312079 03/73/20t9 ORIGINAT PO AMOUNT o r20,489.00 79,216.25 99,750.00 31,800.00 1,760.00 10,745.00 4,145.00 514,584.55 15,750.00 98,499.05 42,O52.t2 298,802.00 96,056.75 435,224.44 132,716.67 2 ,404 ,423 .OO 265,775.57 12,585.00 4,900.00 t3,377.O0 34,534.00 t4,497 .50 #i:::P 1,000.00 11,000.00 13,887.00 114,000.00 417,000.00 102,004.20 55,000.00 5,000.00 158,775.37 3,L16.97 79,015.27 109,480.00 7,000.00 67,030.00 7 ,425.00 20,000.00 2,000.00 2,976.OO 25,000.00 40,000.00 6,226.60 25,000.00 ll;33ifO 5,805.00 22,950.00 8,900.00 Page: 21 of 34 CITY OF MIAMI BEACH PURCHASE ORDERS DATE RANGE: FY 20 - 10/01/2019 - 10/24/2019 + Corryt'orword PO's oo, 20792045 20192046 20792047 20192048 2019!192 20190666 20190667 20190898 20190915 20190919 20790924 20190925 20L9L202 20200141 20200743 20200145 20200148 20200163 20200156 20200202 20200343 20L82495 dffr; 20192380 20192527 20192446 20190299 20200500 20t92752 20190580 20L92349 20180675 20190691 20200525 20200100 20191313 20L90441 20\92194 ?0792651 20192663 20200044 20191945 20192399 20200t49 20200531e0190306 0192466 VENDOR NAME PO DESCRIPTION GOB LIGHTING FOR TATUM PARK BA GOB LIGHTING FOR CRESPI PARK B GOB LIGHTING NORMANDY ISLE BAS GOB LIGHTING AT STILLWATER 8AS SUMMER CAMP TRIP . PWs & PRMS SPRINKLER AND BACKFLOW CERTIFI SPRINKLER AND BACKFLOW REPAIRS FIRE SPRINKTER & BACK FLOW PRE FIRE SPRINKLER REPAIR FOR THE FIRE SPRINKLER REPAIR FOR THE FIRE SPRINKLER REPAIR FOR THE FIRE SPRINKLER REPAIR FOR THE SPRINKLER SYSTEM FOR 1755 AWNI FIRE SPRINKLER & BACK FLOW PRE FIRE SPRINKLER REPAIR FOR THE FIRE SPRINKLER REPAIR FOR THE FIRE SPRINKLER REPAIR FOR THE SPRINKLER AND BACKFLOW CERTIFI SPRINKLER AND BACKFLOW CERTIFI FIRE SPRINKI-ER REPAIR FOR THE SPRINKLER/ BACKFLOW MAINTANCE FOOD ADN BEVERAGE ITEMS FOR MB ANNUAL PUMP TESTING PER NFPA 1 EQUIPMENT MAINTENANCE AND REPA BROOM, BRUSH, AND MOP MANUFACT MIAMI BEACH MODE SHARE ANALYSI MIAMI BEACH TROLLEY ZERO EMISS PARK, PLAYGROUND, RECREATIONAL OEM PARTS CITY OWNED TRUCKS OEM PARTS CITY OWNED TRUCKS PARK, PLAYGROUND, RECREATIONAL FY 19 - YOGA IN THE PARK . IN5 AMMUNITIONS CONSTRUCTION SERVICES NV5 CITY AUTOMOTIVE AND TRAILER EQUIPME OEM PARTS & SVCS CITY OWNED EQ MAILING THE FEE INCREASE POSTC LIFEGUARD UNIFROMS FUEL, OIL, PICKUP CATEGORY SHEETING FOR SIGN SHOP MISCELLANEOUS SERVICES, WHEETC MISCETLANEOUS SERVICES, WHEELC LAWN MAINTENANCE LABORATORY TESTING & SAMPLING ENVIRONMENTAL AND ECOLOGICAL S PUBLIC WORKS AND RELATED SERVI ENVIRONMENTAL AND ECOLOGiCAL S FY 19 - FENCING SERVICES FEN CING FENCING, CW FENCING CONFIRMING PO FOR FENCING AT L PO DATE 06/7812079 06l18/2019 06/1812019 06/78 /2079 os/73/2079 77/0712078 17/07l2018 12172/2078 12/7412078 72/1412018 12/7412018 72/74/2078 otl3t/2079 70l08l2079 7010812079 rolos/2079 70/08/2019 70/09/2079 70/09 /2019 L0/09 /2019 rcl14/2079 LO/37/2018 04/30/201,9 07103 /2079 to/78/2079 o8/09/2019 09/17 /2079 08/2r/2019 tol72/2078 1012212079 07 /08/2019 lt/07 /2018 08l07l2079 7u30l2077 17/0812078 70123/2079 7010312019 0212s/2019 LO/2212078 07l7s/2079 LOI09/2079 70123/2079 70l07/2019 05l04/2079 08l]3/2019 1O/0812019 ro/24/2019 1O/12l2OL8 08/27/2OL9 ro/09/2019 ro/7u2079 !0123/2079 ORIGINAL PO AMOUNT 50,000.00 40,000.00 199,800.00 40,000.00 5,488.10 5,420.00 10,000.00 1,760.00 5,000.00 5,000.00 2,500.00 9,000.00 8,036.00 1,760.00 5,000.00 5,000.00 10,000.00 520.00 4,900.00 12,000.00 5,000.00 3t,432.t7 7,678.00 400,000.00 12,000.00 120,000.00 46,415.00 15,011.00 30,000.00 30,000.00 130,881.00 16,500.00 43,866.00 37,550.00 13,000.00 10,000.00 1,825.00 11,345.10 55,000.00 4,200.00 5,090.00 5,090.00 4,080.00 962.00 20,000.00 7,000.00 50,000.00 10,000.00 4,900.00 5,000.00 5,250.01 2,550.00 MUSCO CORPORATI MUSCO CORPORATI MUSCO CORPORATI MUSCO CORPORATI MUSEUM OF SCIEN NAIIONAL FIRE P NATIONAL FIRE P NATIONAL EIRE P NATIONAL FIRE P NATIONAL FIRE P NATIONAL FIRE P NATIONAL FIRE P NATIONAL FIRE P NATIONAL FIRE P NATIONAL FIRE P NATIONAL FIRE P NATIONAT FIRE P NATIONAL FIRE P NATIONAL FIRE P NATIONAL FIRE P NATIONAL FIRE P NATIONAL RESTAU NATIONAL TESTIN NATIONAL WATER NEELD PAPER AND NELSON.NYGAARD NELSON.NYGAARD NETS DEPOT INC. NEXTRAN TRUCK C NEXTRAN TRUCK C NO FAULT SPORT NOBE YOGA LLC NPEE L C NVs, INC. OLD DOMINION BR OLD DOMINION BR ORIGINAL IMPRES ORIGINAL WATERM ORION OIL, LLC. OSBURN ASSOCIAT OUTDOOR EXTREME OUTDOOR EXTREME P&GLAWNCARE PACE ANALYTICAL PACE ANATYTICAL PACE ANALYTICAL PACE ANALYTICAL PALDAMA INVESTM PALDAMA INVESTM PATDAMA INVESTM PATDAMA INVESTM PALDAMA INVESTM 20200L62 20200271 20200512 Page: 22 of 34 CITY OF MIAMI BEACH PURCHASE ORDERS DATE RANGE: FY 20 - 10/01/2019 - 10/24/2019 + Corryforword PO's PO#VENDOR NAME PO DESCRIPTION ORIGINAT PO AMOUNT o 5,000.00 141,253.22 110,120.00 1,000,000.00 27 ,494.00 2,990.47 7,223.95 2,585.61 930.87 1,631.43 11,522.00 36,000.00 148,200.00 25,000.00 5,000.00 5,000.00 15,104.00 35,000.00 100,000.00 2,300.00 1,355.00 10,850.00 8.s00.00 _ li:3ffi9 700,247.40 9,500.00 7,500.00 5,000.00 10,599.84 11,359.00 44,000.00 45.160.00 33,135.00 18,340.00 23,000.00 r,7 7 6,254.O0 319.90 21,500.00 4,000.00 1,600,000.00 199,958.13 168,445.00 55,875.00 15,905.92 5,000.00 6,000.00 i333io 4,850.00 70,000.00 50,000.00 PO DATE 20190382 20747644 20742432 20170446 20190430 20190530 20190896 20192035 20792762 20792165 20200103 20190171 20200244 20200245 20190081 20190082 20190117 20790251 20190323 20200019 20200021 20200194 20200227 20200283 20792042 2678L 207A2467 20200427 2019027 r 20200378 20792596 20200161 20191008 20191665 20797705 20790t23 20191500 20192339 20200296 20200297 20200322 20747347 2t941 20760424 20780242 2079077 3 207977 27 20200525 20190051 20190059 20190235 20790236 PALMETTO MOTORS PANTROPIC POWER PANTROPIC POWER PARALLAX ttC PARKVIEW POINT PEDRO HERNAN DEZ PEDRO HERNAN DEZ PEDRO HERNANDEZ PEDRO HERNANDEZ PEDRO HERNANDEZ PERISCOPE HOTDI PETERSON'S HARL PETERSON'S HARL PETERSON'S HARt PIPELINE PLUMBI PIPELINE PLUMBI PIPELINE PLUMBI PIPELINE PLUMBI PIPELINE PLUMEI PIPELINE PLUMBI PIPELINE PLUMBI PIPELINE PLUMBI PIPELINE PLUMBI PIPELINE PLUMBI POST & BEAM LLC POST & BEAM LLC POST & BEAM LLC POSTAL CENTER I POWER HOUSE MAR POWERDMS INC PRESS GANEY ASS PRO SOUND INC. PRO WATER TREAT PROFESSIONAL 5E PROFE5SIONAL 5E PROGRESSIVE WAs PROGRESSIVE WAS PROGRESSIVE WAS PROGRESSIVE WAs PROGRESSIVE WAS PROGRESSIVE WAS PUREGREEN EQUIP QUEST CORPORATI QUEST CORPORATI QUIESCENCE DIVI QUIESCENCE DIVI R & A THERAPEUT R & A THERAPEUT R & D ELECTRIC, R & D ELECTRIC, R & D ELECTRIC, R & D EIECTRIC, AUTOMOTIVE & TRUCK PARTS FOR C NEW GENERATORS FOR MIAMI BEACH SWITCHGEAR FOR MBPD GEN ERATOR ART OBJECTS PARKVIEW POINT LEASE FY 18.19 COLLISION DAMAGES 13012 COLLISION DAMAGE 13008 cotLrSroN DAMAGES 14033 COLLISION DAMAGE 15031 COLLISION DAMAGE 18860 E,PROCUREMENT SOLUTION FY202O FY 19 HARLEY MOTORCYCLE SERVIC POLICE MOTORCYCLE LEASE FY2O FY 19 HARLEY MOTORCYCLE SERVIC EQUIPMENT MAINTENANCE AND REPA EQUIPMENT MAINTENANCE AND REPA PLUMBING WORK A5 NEEDED AT RE5 PLUMBING SERVICES. CITYWIDE FY 19 - PTUMBING SERVICES EQUIPMENT MAINTENANCE AND REPA EQUIPMENT MAINTENANCE AND REPA PLUMBING WORK AS NEEDED AT RES PLUMBING WORK AT BISCAYNE BEAC FY 20 - PLUMBING SERVICES NEW LIFEGUARD TOWER FOR 59TH S NEW BPO FOR LIFEGUARD STAND, P LIFEGUARD TOWER - REPAIR SERVI FY 20 - PRINTING OF EVENT BANN BOATS, MOTORS, AND MARINE EQUI ANNUAL POWERDMS.COM HOSTED SUB ACTIVE STRATEGY MEMBERSHIP & L FY2O. SSP MAINTENANCE SERVICE CHEMICAL WATER TREATMENT SERVI ROOF DESIGN REVIEW OF FILLMORE ROOF DESIGN REVIEW OF MIAMI CI RESIDENTIAL HOUSING WASTE COtL RESIDENTIAL SOLID WASTE WASTE COLIECTION FOR BISCAYNE RESIDENTIAL HOUSING WASTE COLL RESIDENTIAT HOUSING WASTE COLL RESIDENTIAL 50LID WASTE STORAGE TANKS FOR PUMP STATION PUBLIC INFORMATION SERVICES FO COMMUNICATIONS AND MEDIA RELAT QUARTERLY AIR ANALYSIS TESTING QUARTERLY AIR ANALYSIS IESTING DRUG PREVENTION/INTERVENTION S DRUG PREVENTION/INTERVENTION ETECTRICAL SERVICES FOR ALt WA ELECTRIAICAL REPAIRS NEEDED AT STREET LIGHTS MAINTENANCE AND STREET LIGHTS MAINTENANCE AND PaBe: 23 of 34 70/78/2078 05/09/2078 08/2912018 11/07120t6 to/22/2Ot8 to/2s/2078 L2/72/2078 06177 /2019 07110/2079 07110/2019 70l04/2019 70/osl2078 r0/1012019 10/7012019 70l02/2018 7010212078 10/0312018 10/71/2Ot8 tol76/2or8 to/ot/2ot9 L0/0t120t9 10/09/2019 toho/2or9 to/77/2Ot9 06/78120L9 02/06/zots 09/77/2Ot8 70l7t /2079 70112/2078 70/7s12079 09/0612079 70/08/2079 72/26/2078 04/2s/2079 05/07/2079 t0/0312018 03 /27 12019 08/osl2079 r0/7t/2019 L0/17/20t9 TOlr3/2019 03/21/2078 06lo7 /2013 08122/2076 70/19 /2077 L7/2712018 0s/0612019 10/2312019 LO/02/2Ot8 10102/20t8 10110/2078 10110/2018 CITY OF MIAMI BEACH PURCHASE ORDERS DATE RANGE: FY 20 - 10/01/2019 - 10/24/2019 + Corryforword PO's oor 2019033 7 20190448 20190538 20190776 20190815 20190905 20191t24 20197t64 20791284 20191516 201916s6 20191691 20197704 20191810 20192109 20192757 20t92179 20192203 20L9222r 20L92261 2079227 4 20792278 diffiri 20200341 20200344 20200385 20200389 20200424 20200433 20200455 20770299 20180259 20180328 20182116 20782270 20782454 20797't 68 20191035 20197375 20191376 20191510 20191799 20t92094 20150325 20160425 ez:t:t:: 20BOA77 20192115 20190254 VENDOR NAME PO DESCRIPTION ELECTRICAL SERVICES FOR FY19 CONSTRUCTION SERVICES, TRADE ( ELECTRICAL SERVICES FOR FY19 FILLMORE EXTERIOR LIGHlING ELECTRICAL SCOPE FOR TENANT 5P ELECTRICAL CONNECIIONS FOR HCH OCCUPANCY SENSORS FOR CITY HAL LED RETROFIT AT 7TH STREET GAR EMERGENCY GENERATOR FOR MARINE CONFIRMING PO FOR ELECTRICAT W INTERIOR LIGHTING REPLACEMENT RE-LAMPING OF P49 ETECTRICAL SERVICES . CITYWIDE EXTERIOR LIGHTS FOR 17TH STREE LANDSCAPE LIGHTS FOR FIRE STAT INTERIOR LED LIGHTING FOR NORT 2 LIGHT POLES FOR ROOF OF 13TH NEW EXIT LIGHTS AND EMERGENCY ELECTRICAL REPAIRS AT MONUMENT INFRASTRUCTURE FOR SRYC PARKIN OFFICE LIGHTING REPLACEMENT AT ELECTRICAL UPGRADES TO SEWER S ELECTRICAL CONNECTIONS FOR F54 REPTACE TIGHTING AT P105 ETECTRICAL CABLES AND WIRES {N FOUNTAIN LIGHTS FOR TOPA FOUNT ELECTRICAL SUPPLIES/INSTAL. ADDITIONAL REPAIRS TO STREET L MAINTENANCE OF STREEI LIGHTING FY 2O - ELECTRICAL SERVICES ELECTRICAL CABLES AND WIRES (N ELECTRICAL SERVICES FOR FY2O ELECTRICAL SERVICES ELECTRICAL CABLES AND WIRES (N ELECTRICAL SERVICE FOR ALL 5EW 4OYR ELECTRICAL FOR,IACKIE GLE ELECTRICAL CONNEcIIONS FOR CIT GENERATOR INSTALLATION AT MBPD AGRICULTURAL EQUIPMENT AND IMP CONVENTION CENTER. CARt FISHE FLAMINGO PARK-OUTDOOR FITNESS FLAMINGO PARK -HANDBALT COURTS FLAMINGO PARK PH I, RADISE INT BAYWALK - MACRARTHUR PEDESTR., SUNSET ISLAND 1&2 GUARDHOUSE, ARCHITECTURAL AND ENGINEERING TESTING SRVS FOR SURFACE LOT 1 TESTING SRVS FOR KAYAK LAUNCH SO#1 RADISE FOR SEAWALL REPAIR CONSULTING SERVICES PUMPING EQUIPMENT ANO ACCESSOR AUTOMOTIVE AND TRAILER EQUIPME PO DATE ORIGITTAL PO AMOU T 50,000.00 55,499.75 50,000.00 34,387.50 28,077 .30 19,981.35 3,532.72 33,344.t7 79,902.OO 774.55 56,331 .06 71,777.LO 125,000.00 22,62A.15 t3,524.93 58,983.44 7,430.00 Ll,274.43 2,840.40 56,166.30 t,910.28 3,195.90 6,L79.22 39,072.84 6,000.00 3,187.80 585.00 50,000.00 70,000.00 10,000.00 30,000.00 35,000.00 120,859.28 40,000.00 50,000.00 53,197.30 128,562.98 155,962.20 1,060.00 11,263.00 8,434.60 6,196.64 16,001.92 25,106.05 2,984.64 72,347 .00 42,871 ,00 4,658.00 31,246.00 17,100.00 9,500.00 6,000.00 R & D ELECTRIC, R & D ELECTRIC, R & D ELECTRIC, R & D ELECTRIC, R & D ELECTRIC, R & D ELECTRIC, R & D ELECTRIC, R & D ELECTRIC, R & D ELECTRIC, R & O ELECTRIC, R & D ELECTRIC, R & D ELECTRIC, R & D ELECTRIC, R & D ELECTRIC, R & D ELECTRIC, R & D ELECTRIC, R & D ELECTRIC, R & D ELECTRIC, R & O ELECTRIC, R & D ELECTRIC, R & D ELECTRIC, R & D ELECTRIC, R & D ELECTRIC, R & D ELECTRIC, R & D ELECTRIC, R & D EL€CTRIC, R & D ELECTRIC, R & D ELECTRIC, R & D ELECTRIC, R & D ELECTRIC, R & D ELECTRIC, R & D ELECTRIC, R & D EIECTRIC, R & D ELECTRIC, R & D ELECTRIC, R & D ELECTRIC, R & D ELECTRIC, R & D ELECTRIC, R & R PRODUCTS, RADISE INTERNAT RADISE INTERNAT RADISE INTERNAT RADISE INTERNAT RADISE INTERNAT RADISE INTERNAT RADISE INTERNAT RADISE INTERNAT RADISE INTERNAT RADISE INTERNAT RAFTELIS FINANC RAIDER ENVIRONM RAMAR ENTERPRIS 70 /t6/2078 10122/2018 10126/2018 77/28/2078 77/30/2018 72/\2/2018 01/78/1019 o1/2s12079 02/19/2079 04/0u2019 04/24120L9 04/3012079 os/0712079 os/1s/2079 06/28/2019 o't /10/2079 o7/n/2079 o7 /\5 /2019 07 /1612019 07 /2s12019 o7/2s/2079 07/2612079 08/2712079 08/23/2079 70/0812019 70/74/2079 10/14/7019 r0/16/2019 70/76/2079 70/77 /2079 70/77 /2079 70/2t12019 70/2t/2016 ro/79/2017 to/2s/2ot7 o7 /2s/2Or8 o8/7412078 09/06/2078 os/09/2019 72/28/2078 03l05/2079 03/0612079 03/29/2079 os /1412019 06/2712019 08/08/2016 08/22/2076 07/27 /2017 04/04/2018 o7/7212Ot8 07 /o7/2019 to/70/2078 PaEe.24 ol 34 CITY OF MIAMI BEACH PURCHASE ORDERS DATE RANGE: FY 20 - 10/01/2019 - 10/24/2019 + Carryforword PO's POf VENDOR NAME PO DESCRIPTION VEHICLE PARTS AIR DRIER, WIPER VEHICLE PARTS AIR DRIER, WIPER STORAGE CONTAINERS FOR LOG CAB EDUCATIONAL/TRAINI NG SERVICES COOLERS, DRINKING WATER . HOUS COOLERS, DRINKING WATER (WATER COOLERS, DRINKING WATER (WATER WATER COOLER RENTAL FOR FINANC COOLERS, DRINKING WATER (WATER BOTTtE,tESS WATER COOLERS FOR ZEPHYRHITLS WA]ER COOLERS, DRIN KING WATER (WATER COOLERS, DRINKING WATER - HOUS ADMIN FY202O, READY REFRESH BY BOT'TLE-LESS WATER COOLERS FOR OEM PARTS & REPAIR SCES CIIY H OEM INT'L TRUCK PARTS OEM PARTS & REPAIR 5CE5 CITY H AMUSEMENT, DECORATIONS, ENTER_ FE N CING PURCHASE RESCUE VANS EQUIPMENT MAINTENANCE AND REPA ROCKWELL EQUIPMENT, PARTS, SOF ROCKWELL SCADA 5Y5TEM AT PUMP MTCE AND REPAIR OF ROCKWELL 5C CD,S FOR CITY HALL FIRE ALARM 54" FM EMERGENCY REPAIR AND 20 NEW BPO, RIC.MAN INT'1, RFP 20 EDORI EMERGENCY FUELING FOR PW ARCHITECTURAL & ENGINEERING 5V MARKERS, PLAQUES AND TRAFFIC C RENTAL VMS FOR THE SIGN SHOP MARKERS, PLAQUES AND TRAFFIC C SPORTING GOODS, ATH LETIC EQUIP FENCING . CW PAINTING SERVICES. CITYWIDE PRESSURE WASHING TO ALL GARAGE PAINT. PROTECTIVE COATINGS, VA FIX VANDALISM, FRESHEN UP OLD INTERIOR AND EXTERIOR PAINTING PM PAINTING OF ANCHOR GARAGE INTERIOR PAINTING OF NORTH SHO PAINT, PROTECTIVE COATINGS, VA LOT CLEARANCE - CODE COMPLIANC LOT CLEARANCE-CODE COMPLIANCE CLOTHING: ATHLETIC, CASUAL, DR CITYWIDE RISI( ASSESSMENT 2019 AUDIT SERVICES PAID IN FY DP for PVC Pipe and Fittings p SHOES AND EOOTS SHOES AND BOOTS SHOES AND BOOTS ORIGINAT PO AMOUNT o 20,000.00 15,000.00 4,550.00 8,100.00 240.00 240.00 400.00 4,100.00 354.50 2,825.00 360.00 240.00 240.00 400.00 2,500.00 18,000.00 5,000.00 18,000.00 1,550.00 2,900.00 531,825.86 19,000.00 40.000.00 _ ri:ffiio 24,497.OO 600.554.00 4,136 ,AOA.1 7 16,102.48 545,185.40 1,500.00 12,000.00 500.00 6,750.00 5,000.00 157,500.00 255,000.00 10,000.00 40,000.00 114,800.00 85,000.00 71,250.00 9,848.20 5,000.00 2,000.00 4,000.00 88,330.00 lil:iIfO 7,000.00 s,000.00 4,000.00 PO DATE 20190712 20200463 20191300 20200t99 20190073 20190098 20190286 20190438 20190687 20790157 2019147 4 20200049 20200060 20200223 20200372 20190300 20190678 20200446 20200231 20200507 201923 55 20190269 20190676 20200430 20200454 20181930 20792547 26390 20192634 29874 20190153 20190415 20200307 20200441 20200158 20190393 20790642 20191555 20191878 20192092 20792377 20192331 20L92485 20191125 20200009 20790775 2019t276 20200445 29494 20190043 20190056 20190059 RAMAR ENTERPRIS RAMAR ENTERPRIS RAVA GROUP CONT RCULTURES, INC. READY REFRESH B READY REFRESH B READY REFRESH B READY REFRESH B READY REFRESH B READY REFRESH B READY REFRESH B READY REFRESH B READY REFRESH B READY REFRESH B READY REFRESH B RECHTIEN INTERN RECHTIEN INTERN RECHTIEN INTERN RED BALLOON EVE RED BALLOON EVE REV RTC INC REXEL USA INC REXEL U5A INC REXEL USA INC REX€t USA INC RGD & ASSOCIATE RIC.MAN CONSTRU RIC.MAN INTERNA RIVERSIDE FUELI R.I HEISEN BOTTLE ROADSAFE TRAFFI ROADSAFE TRAFFI ROADSAFE TRAFFI ROGER CLEVELAND RONALD GIBBONS ROOF PAINTING B ROOF PAINTING B ROOF PAINTING B ROOF PAINTING B ROOF PAINTING B ROOF PAINTING B ROOF PAINTING B ROOF PAINTING B ROYAL REGIONS I ROYAL REGIONS I ROYAL T SCREEN RSM US LLP RSM US LLP RYAN HERCO PROD SAFETY SHOE DIS SAFETY SHOE DIS SAFETY SHOE DIS Page: 25 of 34 t7/73/2078 tol27/2079 02/27/2079 lOl09/2019 70/02/2018 70/0212078 70/t2/2078 70/22/20t8 77/08/2078 tt/26/20t8 0312u2019 to/07/2079 tol02/2019 ro/rc/2079 tolLs/2019 70l12/2018 rLloT/2018 1OlL8l2019 70/LO/2019 70/2212019 08/07120ts t0/1212018 11/07 /2OL8 10177/?OLg L0/2112019 07 /03/2078 09/06/2079 t2/76/2074 09118/2019 o4l2r/2076 ro/0412018 70/1912078 70/t712079 1O/1712079 70/09/2019 10/78/2018 77lOs/2Ot8 04/71/2079 os/23/2079 06/26/2Or9 08/02/2079 08/os/2019 08/22120t9 07/7812019 70/07/2019 tl/28/2078 02/04/2079 L0l18/2019 03l02/2016 10/02/20!8 r0/02/20t8 t0102/2018 CITY OF MIAMI BEACH PURCHASE ORDERS DATE RANGE: FY 20 - 10/01/2019 - 10/24/2019 + Carryforword PO's Oo- 20190136 20190521 20190552 20r9Lt7 4 20200007 20200tL7 20200229 20200234 20200240 20200300 20190353 20L907 54 20L907 33 20200462 20190958 20190959 20192319 20200501 20200502 20192330 2019247 4 t2431 eziiit:: 20181032 20181531 20181655 20200404 20792486 20191499 20200725 201903ss 20190367 20790374 20190552 20192084 20192086 20792315 20200t26 20200L42 20200291 20200292 202003s8 20792017 20190017 20190033 e:*::: 20190085 20190086 20190092 VENDOR NAME PO DESCRIPTION 5HOE5 AND BOOTS 5HOE5 AND BOOTS SAFETY SHOES FOR METER TECHS SHOES AND BOOTS PUBTIC WORKS E SHOES AND BOOT5 SHOES AND BOOTS SHOES AND BOOTS 5HOE5 AND BOOTS 5HOE5 AND BOOTS SHOES AND BOOTS BI.MONTHLY LEASE & SERVICE OF MAINT. TO CLEAN MACHINE PARTS OEM FREIGHTLINER PARTS OEM FREIGHTLINER PARTS MDC DUAL ENROTLMENT CLASSES FIU DUAL EN ROLTMENT CLASSES IB PROGRAM PROFESSIONAL DEV. O FIU DUAL ENROLLMENT CLASSES VPX CLASS AT BISCAYNE ELEMENTA A/E FEES FOR IMPROVEMENTS AT P A/E FEES FOR SANITATION AREA A VENETIAN ISLANDS, SCHWEBXE SH SCHWEBKE.SHISKIN SURVEY FOR VE SITE SURVEY FOR 28TH STREET OB RUE VENOOME PLAZA SOS1 SCHWEBK CONSU LTING SERVICES SO#1 SCHWEBKE FOR SURFACE LOT VENETIAN ISLAND, UTILITY UNDE ELECTRICAL EQUIPMENT AND SUPPL FIRE EXTINGUISHER INSPECTION A RODDER MODEL 855 SERIE II ONE TIME CLEAN UP LANDSCAPE SERVICES FOR RESIDEN GROUND MAINTENANCE CITY CENTER GROUND MAINTENANCE GROUND MAINTENANCE ADOITIONAL JAN ITORIAL SERVICES JANITORIAL SERVICES - CITYWIDE ADOITIONAL.JAN ITORIAL SERVICES IRRIGATION REPAIRS IRRIGATION TECH/REPAIRS GROUND MAINTENANCE CITY CENTER GROUND MAINTENANCE GROUND MAINTENANCE GROUP I ROW SHADE STRUCTURE FOR BELLE ISLE SHARP COPIER LEASE FOR HR DEPT RENTAL OR LEASE SERVICES OF OF RENTAL OR LEASE SERVICES OF OF RENTAL OR LEASE SERVICES OF OF RENTAL HOMELESS OFFICE COPY MA OFFICE EQUIPMENT RENTAL (CDBG) RENIAL OR LEASE SERVICES OF OF PO OATE 70/01/20t8 70/2s12018 70l29l20L8 ou28/2Ot9 10/07/2019 70l04/2019 10l70l20t9 tolTo/2019 70l70/2019 70/1112Or9 70/17 /20L8 11/2L120t8 7u 7s l20t8 70l2t/2019 72/79/2Ot8 72/79/2Ot8 o8/02/2019 10/2212019 1O/2212079 08/0s/2019 o8/2212019 09/30l2OO9 08/28/2012 06/26/2017 09174/20t7 02/07 /20t8 o4/21/20t8 05/17/2018 to/t6/2079 08/22/2079 03/27 /2019 70/07 /2019 to/77120t8 7017812018 70/78/2078 70/30/2018 06/2sl20L9 06/26/2Ot9 08/02/2019 70/07/2Ot9 lOl08/2079 to/7t/2079 70177/2079 70l7s/2079 06/12/2019 fi/or/2018 lOlOl/2018 10/0212078 ro/02/20L8 L0102/2018 t0/02/2018 70/02l2Ot8 ORIGINAT PO AMOUNT 3,500.00 10,000.00 3,000.00 1,040.00 6,000.00 10,000.00 6,000.00 5,000.00 2,000.00 3,500.00 4,400.00 5,000.00 15,000.00 15,000.00 28,000.00 62,000.00 50,000.00 62,000.00 35,000.00 16,983.25 s,332.56 858,909.69 2,880.00 25,234.O4 r7 2,436.99 30,761.s2 153,955.22 26,795.75 7,220.O0 500.00 19,066.84 9,809.00 7 ,601.52 129,951.36 47,234.88 962,3s4.24 2,800.00 315,362.01 10,000.00 700.00 400.00 29,574.32 10,853.52 225,702.65 153,990.00 5,893.02 7 ,7 40.OO 2,364.00 916.00 730.00 730.00 831.97 SAFETY SHOE DI5 SAFETY SHOE DIS SAFETY SHOE DIS SAFETY SHOE DIS SAFETY SHOE DIS SAFETY SHOE DI5 SAFETY SHOE DIS SAFETY SHOE DIS SAFETY SHOE DIS SAFETY SHOE DI5 SAFETY-KLEEN SY SAFETY-KLEEN SY SBL FREIGHTLINE 58L FREIGHTLINE SCHOOL BOARD OF SCHOOL BOARD OF SCHOOL BOARD OF SCHOOL BOARD OF SCHOOL BOARD OF SCHWEBKE.SHISKI SCHWEBKE-SHISKI SCHWEBKE-SHISKI SCHWEBKE-SHISKI SCHWEBKE-5HI5(I SCHWEBKE-SH ISKI SCHWEBKE-5H ISKI SCHWEBKE-5H ISKI SCHWEBKE.SH ISKI SECURITY ALARM SECURITY FIRE P SEWER EQUIPMENT 5FM SERVICES, I SFM SERVICES, I 5FM SERVICES, I sFM SERVICES, I SFM SERVICES, I SFM SERVICES, I SFM SERVICES, I SFM SERVICES, I 5FM SERVICES, I SFM SERVICES, I SFM SERVICES, I SFM SERVICES, I sFM SERVICES, I SHADE SYSTEMS, SHARP ELECTRONI SHARP ELECTRONI SHARP ELECTRONI SHARP ELECTRONI SHARP ELECTRONI SHARP ELECTRONI SHARP ETECTRONI Pager 26 of 34 POf CITY OF MIAMI BEACH PURCHASE ORDERS DATE RANGE: FY 20 - 10/01/2019 - 10/24/2019 + Corryforword PO's VENDOR NAME PO DESCRIPTION ORIGINAL PO AMOUNT o 20190095 20190115 20190140 20190231 20190344 20190431 20190689 20190735 207907 36 20190790 20200001 20200077 20200038 20200042 20200053 20200055 20200057 20200058 2020006s 20200078 20200087 20200095 20200110 20200\12 20200115 20200115 20200151 20200155 20200157 20200778 20200250 20200245 20200306 20200359 20200370 20200467 20200515 2079t794 20170510 20171018 20192501 2079082't 20190836 20190876 20790477 2079t687 20191690 20200160 20192312 20190424 20191099 20192089 SHARP ELECTRONI SHARP ELECTRONI SHARP ELECTRONI SHARP ELECTRONI SHARP ETECTRONI SHARP ELECTRONI SHARP ELECTRONI SHARP ELECTRONI SHARP ELECTRONI SHARP ETECTRONI SHARP ELECTRONI SHARP ELECTRONI SHARP ELECTRONI SHARP ELECTRONI SHARP ELECTRONI SHARP ELECTRONI SHARP ELECTRONI SHARP ELECTRON I SHARP ELECTRONI SHARP ELECTRONI SHARP ELECTRONI SHARP ELECTRONI SHARP ELECTRONI SHARP ETECTRONI SHARP ELECTRONI SHARP ELECTRONI SHARP ELECTRONI SHARP ELECTRONI SHARP ELECTRONI SHARP ELECTRONI SHARP ELECTRONI SHARP ELECTRONI SHARP ELECTRONI SHARP ELECTRONI SHARP ELECTRONI SHARP ELECTRONI SHARP ELECTRONI SHELL LUMBER & SHORELINE FOUND SHORELINE FOUN D SIGNAL TECHNOLO SKIDATA INC. SKIDATA INC. SKIDATA INC. SKIDATA INC. SKIDATA INC. SKIDATA INC. SKIDATA INC. SLATER CORPORAT SOFTWARE HOUSE SOFTWARE HOUSE SOFTWARE HOUSE 838.00 5,699.28 3L,494.L6 730.00 44,619.76 837.97 3,210.OO 1,550.22 1,666.70 1,6s0.00 209.49 !,424.82 1,284.00 209.49 183.00 2,558.52 782.37 782.37 1,590.85 7,723.86 209.52 883.02 '::?.:p 411.18 408.51 2,564.70 209.49 182.31 I,242.35 72,582.39 2,955.50 453.90 1,933.38 7,873.53 590.82 5,000.00 3,L47,465.00 SHARP COPIER RENTAL FOR INTERN RENTAL OR LEASE SERVICES OF OF SHARP COPIER RENTAT FY19, BUI FY19 SHARP COPIER FOR MAYOR AN FY 19. LEASE OF SHARP COPiERS RENTAL OR LEASE SERVICES OF OF RENTAL OR TEASE SERVICES OF OF RENTAL OR LEASE SERVICES OF OF RENTAL OR LEASE SERVICES OF OF COPIER RENTAL SERVICE, FIRE P RENTAL OR LEASE SERVICES OF OF RENTAL OR LEASE SERVICES OF OF SHARP COPIER SHARP MACHINE FOR INTERNAT AUD FY2O SHARP COPIER FOR MAYOR AN SHARP COPIERS FOR THE PARKING OFFICE EQUIPMENT RENTAL (COBG) RENTAL HOMELESS OFFICE COPY MA RENTAL OR LEASE 5ERVICES OF OF SHARP COPIER LEASE FOR PROCURE RENTAL OR LEASE SERVICES OF OF RENTAL OR LEASE SERVICES OF OF RENTAL OR LEASE SERVICES OF OF RENTAL OR LEASE SERVICES OF OF RENTAL OR LEASE SERVICES OF OF RENTAL OR LEASE SERVICES OF OF RENTAL OR LEASE SERVICES OF OF ADMIN FY2O2O, SHARP BUSINESS S RENTAL OR LEASE SERVICES OF CO TRANSPORTATION DEPT. SHARP UNI RENTAL OR LEASE SERVICES OF OF FY 20. LEASE OF SHARP COPIERS RENTAL LEASE SERVICES OF OFFIC RENTAL OR LEASE SERVICES OF OF RENTAL OR LEASE SERVICES OF OF SHARP COPIER RENTAL FY19. BUI RENTAL OR LEASE SERVICES OF OF LUMBER FOR REPAIRS CONSULTING SERVICES CONSTRUCTION SERVICES, HEAVY UPFIT 2 FORD RANGERS-PAR(ING REVENUE CONTROL EQUIP. PARTS & REVENUE CONTROL EQUIP. PARTS & REVENUE CONTROL EQUIP. PARTS & REVENUE CONTROL EQUIPMENT PART MAINTENANCE OF REVENUE CONTROL MAINTENANCE OF REVENUE CONTROL MAINTENANCE OF REVENUE CONTROL INSPECT, REPAIR, MTCE & RECERT M5 OFFICE PLATFORM 365 LICENSE POWER BI PREMIUM (3) EPSON D5-s30 FOR FrRE 291,968.00 2,642.90 3,000.00 s,000.00 7,000.00 45,000.00 18,985.62 7 4,156.L4 13,556.57 36,310.92 631,657.74 38,203.90 1,109.15 o Pa9et 27 ol 34 PO DATE 70/02/2Ot8 70/03/2018 70/03/2018 1O/09/2018 70/t7 /2078 70/22/2078 \1/0812018 17/7s/2078 t1/1s 12078 t7/29120L8 09112/2019 70/07/2079 \o/01/2079 rc/or/2019 lOl02/2019 1O/02/2019 10 /02/2019 10/02/20ls 70/02/2079 ro/02/2079 ro/03/2019 L0/0312019 t0/0412019 LO/04/2OL9 LO/04/2079 70l04/2079 10/08/2079 10/08/20!9 10/o8/2019 70/09/2079 70/70/2079 70/7712079 70/7712079 70/7s12079 to/7s/2019 to/27/2079 to/23/2079 01137/2079 7t129/2076 02/03/20rt 08/23 /2079 72/03120t8 L2/0312018 t2/1012018 t2l70/2078 04l30/2019 04130/20!9 r0/0812019 08/0212079 10/19120!8 or/14/2079 06126/2019 CITY OF MIAMI BEACH PURCHASE ORDERS DATE RANGE: FY 20 - 10/01/2019 - 10/24/2019 + Carryforword PO's o* 20191834 20200214 20200215 20t90577 20192385 20192386 20192545 20190648 20200206 20192509 2019r437 20200450 20190255 20190649 20191310 20192747 201.92322 20192331 20190831 20190854 20190855 20190911 q:l;l; 20200015 20192402 20200509 22465 22596 25505 28300 29430 29811 20160485 20717t44 20171300 201117rc 2077 7797 20180599 20181034 20181209 20181455 20t42471 20190024 20190064 20190511 e:m: 20191809 20792252 20192290 VENDOR NAME PO DATE ORIGINAL PO AMOUNT 150,000.00 9,180.00 5,744.00 150,000.00 33,253.00 37,292.50 18,820.00 2,920.OO 2,920.00 11,263.00 10,000.00 2,005.00 248,050.00 239,580.00 247 ,S50.OO 44,200.OO 254,935.OO 599,830.00 187,915.00 89,012.00 183,413.00 r,424,455.0O 31,000.00 101.960.00 2,037 .O4 3,584.08 40,367.30 480,109,00 349,028.99 129,951.99 376,372.5O 255,106.20 988,975.00 343,000.00 153,099.00 140,800.00 73,550.00 42,783.00 113,430.75 90,021.95 57,870.00 520,672.18 50,224.OO 53,592.96 6,819.12 5,000.00 5,000.00 5,000.00 403,340.00 5,975.24 11,190.45 s,813.60 SOLISCO PRINTIN SOLITUDE LAKE SOLITUDE LAKE SOUTH DADE ELEC SOUTH DADE ELEC SOUTH DADE ELEC sOUTH DADE ELEC SOUTH FLORIDA E SOUTH FLORIDA E SOUTH FLORIDA G SOUTHEAST TRUCK SOUTH ERN RECREA SOUTHERN UNDERG SOUIHERN UNDERG SOUTHERN U NDERG SOUIHERN UNDERG SOUTHERN U NDERG SOUTH ERN UNDERG 5P PLUS CORPORA 5P PLUS CORPORA SP PLUS CORPORA SP PLUS CORPORA ssEs rNc STANLEY CONSULT STANLEY CONVERG STANLEY CONVERG 5IANTEC CONSULT STANTEC CONSULT STANTEC CONSULT STANTEC CONSULT STANTEC CONSULT STANTEC CONSULT STANTEC CONSULT STANTEC CONSULT STANTEC CONSULT STANTEC CONSULT STANTEC CONSULT STANTEC CONSULT STANTEC CONSULT STANTEC CONSULT STANTEC CONSULT STANTEC CONSULT STANTEC CONSULT STANTEC CONSULT STATE OF FLORID STATE OF FLORID STEWART & STEVE STEWART & STEVE STRUCTURED CAEL STRUCTURED CABL STRUCTURED CABL STRUCTURED CABL PO DESCRIPTION PRINTING AND TYPESETTING SERVI MANAGEMENT SERVICES MANAGEMENT SERVICES LIGHT POLES, FIXTURES AND BASE POLES AND FIXTURES ALUMINUM POIES NIGHT MASTER LIGHTING CONTRACT ELEVATOR MAINTENANCE SERVICE N BUILDING MAINTENANCE, INSTALLA SEEO, SOO,5OIL, AND INOCULANT REPAIR SVC BODY DAMAGE/SUSPENS FURNITURE: CAFETERIA, CHAPEL, CONSTRUCTION SERVICES, REPLACE EMERGENCY REPAIR OF 8' FM UNDE VENETIAN CAUSEWAY BRIDGE / RI PURCHASE & INSTALI. 12 INCH INS VENETIAN CAUSEWAY BRIDGE / 5AN SOUTH SIDE OF MC ARTHUR CAUSEW PARKING ATTENDANTS FOR G1 -7TH PARKING ATTENDANTS FOR THE PEN PARKING ATTENDANTS FOR THE ANC PARKING ATTENDANTS FOR ALL GAR OEM PARTS & REPAIRS CITY OWNED SOfl STANLEY CONSULTANTS SUNSE ALARM SYSTEM FOR TENANT IMPROV MAINT. & MONITORING 5VC5 OF AC LAKE PANCOAST MANGROVE PLANTER MBRC PH III, STANTEC, SO f1 PALM & HIBISCUS ISLANDS PROF.s DESIGN PACKAGE SUNSET fr & S (S NEW BPO, STANTEC, CONSTRUCTION NEW BPO TO STANTEC CONSULTING NEW BPO UNDER SERVICE ORDER # CONSTRUCTION OBS€RVATION SERVI PROF. SRVS TO STANTEC CONSULTI ENGINEERING SERVICES, PROFESSI ONE WAY TO TWO WAY OESIGN OF 4 OCEAN DRIVE AND 12TH ST INTERS ENGINEERING SERVICES, PROFESSI ENGINEERING SERVICES, PROFESSI ALTON ROAD AND 4TH STREE] NEW SOfl STANTEC CONSULTING FOR MB SOTl STANTEC CONSULTING FOR SU STANTEC, SO 1, BISCAYNE BEACH MB ry ACCESS ATT CONNECT ENGTNE/tRANSMtSStON PARTS ENGTNE/TRANSMTSSTON PARTS TELECOMMUNICATIONS WIRING SERV CABLING FOR CAMERAS AT 1833 BA CABLING FOR BUILDOUT AT PENN G CABLING FOR BUILDOUT AT 17TH S os /20/20t9 70l09/20t9 ro/09/2019 77/07 /2078 08l09/2079 08/09/2019 08/29/2019 tl/0s/2018 70/09/2019 08/23/201e 03/1812079 70127/2079 70l!rl2018 1t/0512018 02/2s12019 071o8/2ot9 oslos/2019 0810512019 t2l03l2018 12l0sl20t8 72105/2Ot8 72h4/2Or8 1O/22/2018 1O/05/20t8 07 /o3/2079 rc/or/2019 08/74/2019 10/22/2079 oe/os/2013 09/28/2013 72/3012014 09/30120ls 02/!9120L6 04118/2016 08/30/2076 02/27 /2077 03/29/2017 06/76/2077 07/t0/2or7 12/ot/20r7 02/08/2018 03/o7120t8 04/09120t8 09lr7l2lr8 70/07/2078 70/02/2018 70/24/2Or8 10/18/2Or9 70/19/20!8 os/75120!9 o7 /2412019 o7/29/2019 Page:28 of 34 CITY OF MIAMI BEACH PURCHASE ORDERS DATE RANGE: FY 20 - 10/01/2019 - 10/24/2019 + Corryforword PO's VENDOR NAME PO OESCRIPTION PO DATEPOf 20192526 20192616 20200058 20200090 20182119 20192588 20200417 20L92513 20190054 20190499 20190505 20t90792 20L91628 20191658 20200134 20200213 20200219 20200516 20200534 20!82072 20190453 20190454 20190536 20790791 20190804 2019t529 20191530 20791777 2079L962 20792467 20200133 20200744 20200746 20200203 20200311 20200318 20200320 20200380 20200478 20182199 20200311 20190978 20200189 20190087 20190333 20190350 20t90429 20191913 20192104 20192209 20192358 20192388 STRUCTURED CABL STRUCTURED CABL STRUCTURED CABL STRUCTU RED CABL STRUCTU RED CABL STRYKER SALES C STRYKER SALES C SUNBELT RENTALS SUNBELT RENTALS SUNBELT RENTALS SUNBELT RENTATS SUNBELT RENTALS SUNBELT RENTALS SUNBELT RENTALS SUNBELT RENTALS SUNBELT RENTALS SUNBELT RENTALS SUNBELT RENTALS 5UN BELI RENTALS SUNBELT RENTALS SUNCOAST ELEVAT SUNCOAST ELEVAT SUNCOAST ELEVAT SUNCOAST ELEVAT SUNCOAST ELEVAT SUNCOAST ELEVAT SUNCOAST ELEVAT SUNCOAST ELEVAT SUNCOAST ELEVAT SUNCOAST ELEVAT SUNCOASI ELEVAT SUNCOAST ELEVAT SUNCOAST ELEVAT SUNCOAST ELEVAT SUNCOAST ELEVAT SUNCOAST ELEVAT SUNCOAST ELEVAT SUNCOAST ELEVAT SUNCOAST ELEVAT SUNCOAST ELEVAT SUNCOAST MARKET SUNNY COMMUNICA SUNSET 50D, INC SUNSHINE STATE SUPERIOR LANDSC SUPERIOR LANDSC SUPERIOR LANDSC SUPERIOR LANDSC SUPERIOR TANDSC SUPERIOR TANDSC SUPERIOR LANDSC SUPERIOR LANDSC CABLING FOR COLONY THEATER CAM CABLING FOR CAMERAS AT THE NOR TE LECOM M U N ICATIONS WIRING SERV CABLING FOR SRYC CAMERAS (PHAS MARINE PATROL ISLAND PARK LIFEPAK PRODUCTS AND ACCESSORI LIFEPAK PRODUCTS AND ACCESSORI EDORI PUMPS AND GENERATORS PM RENTAL OR LEASE SERVICES OF AG RENIAT OR LEASE OF HEAVY EQUIP PUMPING EQUIPMENI AND ACCESSOR RENTAL HVAC EQUIPMENT . FILLIVO GENERATOR RENTAL FOR MBPD RENTAL OF MAINTENANCE EQUIPMEN RENTAL OR LEASE OF HEAVY EQUIP RENTAT OR LEAsE OF HEAVY EQUIP LIGHT TOWERS HALTOWEEN 2019 RENTAL OF MAINTENANCE EQUIPMEN RENTAL OR LEASE OF HEAVY EQUIP ELECTRIC BOOM/sCISSOR /CRAWLER ELEVATOR REPAIR AT ANCHOR GARA ELEVATOR REPAIRS FOR G1 - 7TH ELEVATOR REPAIRS FOR G9 -PEN N ELEVATOR REPAIRS - CITYWIDE ELEVATOR MAINTENANCE - CITYWID REPAIR OF BASS MUSEUM HYDRAULI REPAIR OF BASS MUSEUM FREIGHT ELEVATOR REPAIR AT SOUTH SHORE ELEVATOR REPAIR AT HISTORIC CI ELEVATOR REPAIR AT FIRE STATIO ELEVATOR MAINTENANCE OF THE 7T ELEVATOR REPAIRS FOR G9 .PENN ELEVATOR MAINTENANCE OF THE AN ELEVATOR MAINTENANCE FOR THE P ELEVATOR REPAIRS FOR G1.7TH ELEVATOR REPAIR AT ANCHOR GARA ELEVATOR MAINTENANCE OF ALL PA ELEVATOR REPAIR FOR ALL GARAGE DOOR BOARD FOR 1755 MERIDIAN E ELEVATOR REPAIR FOR ALL CABS PROOUCTION/DELIVERY OF PUBLIC RADIO SUBSCRIBER REPAIR 50D PALLETS CALL CENTER UTItITIES GROUND MAINTENANCE GROUP V FY19 CMB 15 SOUTH BEACH PARKS FY 19. SOUNDSCAPRE GROUNDS MA FY 19 BELLE ISLE SOD INSTALLAT ENVIRON MENTAL AND ECOLOGICAT S ENVIRONME NTAI- AND ECOLOGICAT S ENVIRONMENTAT AND ECOLOGICAL S ONE TIME CLEAN UP: 47TH - 64TH 08/28/2079 0911212079 1010212019 70/0312079 07 /2sl20r8 09/os/2079 r0/21/2019 08/31/20le r0/02/2018 L0/24/2018 to/3t/2ot8 tL/29/2078 04/19/2019 o4/2s/2079 rolos/2ot9 70l09l2or9 70l7t/2079 70123/2Ot9 to/24/2079 07 /18/2Ot8 tol23l2078 to/2312Ot8 t7/02l2Ot8 17/29/2018 17129/2Ot8 04/79/2019 04/19/2079 os/to/2079 o5/os/2079 08/27/2079 to/08/2019 L0/08/2019 to/08/2019 t0/09/2ot9 L0l17/2079 L0117/2079 tol77/2019 LOILs/2O!9 LOl2r/2019 o8/03/2018 TOlrr/2019 12/20/2018 70/0912079 70/02/2078 1017612018 10177/2Ot8 70122/2Ot8 os/29/2079 06/27/2079 o7 /7s/2O79 08/o712079 08172/2079 ORIGINAT PO AMOUNT o 4,983.46 70,124.82 60,000.00 6,355.21 4,354.22 12,7 62.72 35,000.00 0.00 5,000.00 20,000.00 110,000.00 381,893.03 23,447 .66 20,000.00 5.000.00 20,000.00 442.02 10,000.00 70,000.00 73a,263.41 20,000.00 50,000.00 ;:,:::,:p 48,735.08 87,335.08 31,920.00 9,500.00 6,431.54 9,900.00 7,000.00 6,600.00 13,200.00 30,000.00 20,000.00 42,600.OO 70,000.00 2,727 .44 187,000.00 9,500.00 51,800.00 2,404.50 7,000.00 513,255.48 904,355.05 223,000.00 ,llliilo 9,700.00 4,500.00 16,360.00 Page: 29 of 34 o* 20792502 20192504 20192546 20192642 20200302 20200335 20200337 20200220 20190853 20200441 20190029 20200047 20190102 20200044 20200241 20200242 20190830 20190904 20191217 20191283 20197397 20t9t647 e:i;:i: 20792464 20200002 20200375 20182458 20782474 20792644 20190582 20190585 20190381 20790147 20191131 20200497 20190494 20190495 20200077 20200018 20792047 20200239 2077 7217 20180711 20180813 20191290e0160488 0771.107 VENDOR NAME FY 19 . EMERGENCY TREE WORK/RE SUPERIOR . EMERGENCY IRRIGATIO PURCHASE PLANT MATERIALS RELOCATION OF TREES DUE TO CON GROUND MAINTENANCE GROUP V FY 20 - SOUNDSCAPE GROUNDS MAI FY 20 CMB SOUTH BEACH PARKS GM FY 20 - ALL CMB PARKS BROWN MU EMS CONNECTIONS FOR PAY STATIO PARTS, PAPER & REPAIR OF MULT coNsuLTrNG / vERtFrcATroN SERV coNsuLTlNG / vERtFtcATroN sERV LEASE SERVICES OF 2 TORO PRO C LEASE SERVICES OF 2 TORO PRO C RENTAL OR LEASE SERVICES OF GO RENTAL OF GOLF CARTS 7TH ST GARAGE SHUTTER sYsTEM R GENERATOR AND TRANSFER SWITCH CONSTRUCTION SERVICES, GENERAL coNcRETE WORK (CTTYWTDE) BUILDING MAINTENANCE, INSTALLA CONCRETE CURBING SIDEWALK REPA f37 StDEWALK TMPROVEMENT {SOUT BEACH SHOWERS (PHASE [) ROOF DECK DRAINS FOR 17TH STRE CONCRETE AND METAL PRODUCTS, C CONSTRUCTION SERVICES, GENERAL QMATIC MAINTENANCE FOR BUILDIN CSC QMATIC ORCHESTRA6 5Y5TEM I BUILDING QMATIC SOFTWARE UPGRA CYBERSECURITY PROGRAM AND TEC FIRE BOOTS & MISC. FIREFIGHTIN OEM PIERCE TRUCK CHA55I5 PARTs TENNANT SWEEPER AND SCRUBBER P PARK, PLAYGROUND, RECREATIONAL LAWN MAINTENANCE EQUIPMENT AND LAWN MAINTENANCE EQUIPMENT AND EQUIPMENT MAINTENANCE AND REPA EQUIPMENT MAINTENANCE AND REPA EQUIPMENT MAINTENANCE AND REPA EQUIPMENT MAINTENANCE AND REPA CATS, ALL TYPES (PETS} SPAY AN AMUSEMENT, DECORATIONS, ENTERT CONSULTANT SERVICE FOR PUBLIC- CONSULTANT FOR COLLINS PARK WO CONSULTANT FOR 13TH & COLLINS CONSU LTING SERVICES PROF. SRVS 50# 1. BIKE PATH EU PROF 5RVs SOfl SHARED PATH ON SCANNING SERVICES FOR 8U ILDING SCANNING SERVICES FOR BUILDING BAGs, BAGGING, TIES, AND EROSI PO DATE 08/2312019 o8/23/2019 08/29/2079 0912612079 ro/71/2079 70/74/2079 70/74/2019 TOhO/2079 72/Os/2018 10h8/2079 rc/or/2078 10/01/2079 70/0212078 70/03/2079 70/11,/2079 70h7/2079 72103/2078 12/72/2018 02101/2Ot9 02/19/20t9 03llt/2079 04124/2Ot9 05129/2Ot9 06/72/2079 o8/02/2019 08/21/20t9 09/78120L9 t0/ls /2019 09lLtl2O78 09126/2078 09126/2079 to/30/2018 tol30/2018 to/78/2Ot8 77/7s/2018 07/22/2079 70/22/2079 to/2312078 to/23/2078 tolot/2079 LOIOt/2079 06126/2o7e tolTo/2079 03/7412017 12lOs/2077 72128/2077 02/!9/2079 08/30/2076 02/L7 /2017 10/03/2018 02/07 /207s 10lOU207e ORIGINAL PO AMOU T 10,000.00 10,000.00 19,305.00 14,880.00 157,803.02 101,613.50 385,613.s0 10,000.00 459.600.00 40,000.00 6,500.00 5,s00.00 74,632.20 73,678.20 91,092.16 132,823.16 11,600.00 149,500.00 9,500.00 10,000.00 25,000.00 321,582.00 200,000.00 228,000.00 52,000.00 4,900.00 9,120.00 13,734.55 72,601.38 34,778.40 95,800.00 36,000.00 50,000.00 9,500.00 8,786.20 4,289.27 11,795.50 2,000.00 2,000.00 s,000.00 5,000.00 t7,473.OO 5,075.00 41,000.00 37,500.00 32,500.00 3,500.00 55,255.95 48,250.85 6,000.00 44,000.00 9,000.00 SUPERIOR LANDSC SUPERIOR LANDSC SUPERIOR LANDSC SUPERIOR LANDSC SUPERIOR LANDSC SUPERIOR LANDSC SUPERIOR LANDSC SUPERIOR MULCH T2 SYSTEMS CANA T2 SYSTEMS CANA TALX CORPORATIO TALX CORPORATIO TCF EQUIPMENT F TCF EQUIPMENT F TCF EQUIPMENT F TCF EQUIPMENT F TEAM CONTRACTIN TEAM CONTRACTIN TEAM CONTRACTIN TEAM CONTRACTIN TEAM CONTRACTIN TEAM CONTRACTIN TEAM CONTRACTIN TEAM CONTRACTIN TEAM CONTRACTIN TEAM CONTRACTIN TEAM CONTRACTIN TECHNICAL COMMU TECHNICAL COMMU TECHNICAL COMMU TECHNOLOGY RISK TEN.8 FIRE EQUI TEN-8 FIRE EQUI TENNANT SALES A TESCO SOUTH INC TESCO SOUTH INC TESCO SOUTH INC TEXTRON INC TEXTRON INC TEXTRON INC TEXTRON INC THE CAT NETWORK THE CELEBRATION THE CONCOURSE G THE CONCOURSE G THE CONCOURSE G THE CORRADINO G THE CORRADINO G THE CORRADINO G THE DRs GROUP THE DRs GROUP THE FIBREX GROU 20190128 20791244 20200004 Page:30 of 34 CITY OF MIAMI BEACH PURCHASE ORDERS DATE RANGE: FY 20 - 10/01/2019 - 10/24/2019 + Corryforword PO's PO DESCRIPTION CITY OF MIAMI BEACH PURCHASE ORDERS DATE RANGE: FY 20 - 10/01/2019 - 10/24/2019 + Carryforword PO's VENDOR NAME PO DESCRIPTION PRODUCTION AND MANUFACTURING S FY 20, YOUTH MUSIC FESTIVAL M HUMAN SERVICES. SALVATION ARM THE SALVATION ARMY SHELTER BED PAINT & SUPPLIES FOR THE SIGN PAINT FOR BEACH MAINTENANCE PAINT FOR REPAIRS AND MAINTENA PAINT FOR REPAIR & MAINT CW STATE LEGISLATIVE CONSUTTING 5 CONSULTING SERVICES ROOF REPLACEMENT AT THE UNIDAD INSULATION FOR 5RYC CHILLER IRMA12O17 CONSULTING SERVICES SIGN FOR GO BOND ROOFING PROJE A/E FEES FOR SRYC GENERATOR A/E FEES FOR BASS MUSEUM FIRE A/E FEES FOR FS #3 4OYR ELECTR ELECTRICAL ENGINEERING FOR SPP A/E FEES FOR GENERATOR FOR NOR A/E FEES FOR FS3 GENERATOR A/E FEES FOR 13TH STREET GARAG A/E FEES FOR NSYC ELEVATOR MAC ENGINEERING SERVICES, PROFESsI A/E FEES FOR BASS MUSEUM GENER ENGINEERING FEES FOR PW YARD G A/E FEES FOR MBPD FIRE ALARM U A/E FEES FOR PROPERTY MANAGEME A/E FEES FOR FIRE ALARM REPLAC ENGINEERING SERVICES, PROFESSI ONLINE INVESTIGATIVE RESEARCHE ONLINE INVESTIGATIVE RESEARCHE LEGAL COMPLIANCE FEE SCHEDULE LEGAL COMPLIANCE FEE SCHEDULE MUSS PARK PLAYGROUND CONSTRUCT TOWER 41 LEASE AGREEMENT 18,19 OEM CUMMINS ENGINE PARTS ANO R OEM CUMMINS ENGINE PARTS AND O OEM CUMMINS ENGINE PARTS AND O AUTOMOTIVE AND TRAILER EQUIPME CAPTIONED SERVICES FOR THE HEA TRACKSTAR LICENSING FEES & HAR PURCHASE 4G AVL UNITS FOR NEW TRACKSTAR IICENSING CHILLER REPAIRS - CITYWIDE CONFIRMING PO FOR TRANE REPAIR ARMORED CAR SERVICES SECURITY ARMOR CAR SERVICES ARMORED CAR SERVICES AT CITY H DAILY ARMORED SECURITY SERVICE ARMORED CAR SERVICES FOR THE DAILY ARMORED CAR SERVICES TO SECURITY ARMOR CAR SERVICES ORIGINAI. PO AMOUNT o 85,000.00 68,794.00 346,r77.O0 296,200.45 45,000.00 2,000.00 18,000.00 20,000.00 ),o7,254.92 107,254.92 70,000.00 8,879.00 1,138,000.00 300.00 18,780.65 1,499.1.5 5,1A2.20 9,195.70 t7 ,o31 .25 15,979.25 3,226.90 4,917.20 24.637 .60 _ ,1;',11i9 25,501.50 13,719.50 11,934.60 7r,877.20 1,500.00 1,500.00 7,000.00 4,000.00 304,320.15 20,901.00 8,000.00 15,000.00 15,000.00 104,000.00 32,000.00 341,521.00 Ll,524.O0 135,000.00 30,000.00 6,464.7r 1,731.00 2,077.O0 1i11;ilO 6,375.00 4,437 .OO 7,777.OO PO OATE 207977 4A 20200518 20190515 20200212 20190517 20190559 20190818 20200355 20190727 20200104 20200386 20t97929 20L72762 20L92474 20181014 20191403 20191808 20791944 20791979 2019t994 20!92219 20192594 20171090 2017 t279 20180850 20181062 20181108 20181205 20181898 20190015 20200047 20190023 20200046 20t7 7774 20190349 20190032 20190s78 20200519 20790440 20790829 20191035 20191558 20200349 20190391 20200s13 20190101 20190105 20190201 20190553 201905s4 20190555 20200024 oslos/2079 10/23/2079 1O/25/2078 1010912019 70/2s/2018 70/30/2078 11/30/2018 ro/74/20t9 t7/14/2Ot8 to/04/2079 10/t6/2079 os/31/201,9 09/20/2011 08/ L4/2019 02/os/2018 03/tl/2019 0s/ls/2079 06/04/2079 06/06/2079 06/71/2Ot9 07 /t6/2079 09/os/2079 02l7s/2077 03 /2712017 ouos/2078 02/13 /2078 02/22/2078 03/07 /2018 06/28/2078 70/0712078 70/Ot/2079 70/Ot/2018 10/Ot/2019 06/19/2077 t0/r7 /2078 LO/Ot/2018 10l30l2078 1o/2312019 10/2212018 t2/0312018 12/28/2Ot8 04109/2079 L0/7412079 to/78/2078 70123/2019 lOl02/2018 t0102/2018 10/08/2Or8 ro/29/2078 L0/2912018 LOl29/2078 10/07/2079 THE PRISM MUSIC THE RHYTH M FOUN THE SALVATION A THE SAIVATION A THE SHERWIN WIL THE SHERWIN WIL THE SHERWIN WIL THE SHERWIN WIt THE SOUTHERN GR THE SOUTHERN GR THERMA SEAL ROO THERMAL CONCEPT TIDAL BASIN GOV TIGO, INC, TLC ENGINEERING TLC ENGINEERING TtC ENGINEERING TLC ENGINEERING TLC ENGINEERING TLC ENGINEERING TLC ENGIN EERING TLC ENGIN EERING TLC ENGIN EERING TLC ENGINEERING TLC ENGINEERING TtC ENGINEERING TLC ENGINEERING TLC ENGINEERING TLC ENGINEERING TI.O, LLC TtO, LLC T.MOBILE UsA, I T-MOBILE USA, I TOPLINE RECREAT TOWER 41 ASSOCT TP INVESTMENT G TP INVESTMENT G TP INVESTMENT G TPH HOLDINGS LL TPUSA. FHCS, I TRACK STAR INTE TRACK STAR INTE TRACK STAR INTE TRANE US, INC TRANE US, INC TRANSVALUE, INC TRANSVALUE, INC TRANSVALUE, INC TRANSVALUE, INC TRANSVALUE, INC TRANSVALUE, INC TRANSVALUE, INC Page: 31 of 34 POf CITY OF MlAMI BEACH PURCHASE ORDERS DATE RANGE: FY 20 - 10/01/2019 - 10/24/2019 + Corryforword PO's VENDOR NAME PO DESCRIPTION PO DATEOoo 20200025 20200323 20200324 20200325 20200387 20191303 20180788 20181050 20191909 20200031 20200016 20200083 20190145 20191140 20792677 20792645 20200453 26474 20160209 20742241 20192t70 20191680 aziiitii 15090 20200045 20190053 70L90267 20790329 20200432 20190555 20190686 20190595 20190697 20191015 20191398 207926L9 20191034 2079t793 20192582 2868s 29047 29499 20150176 20160366 20772189 ez,xt:: 20181084 20182216 20t8L261 ORIGINAT PO AMOUI{T 1,800.00 3,000.00 3,000.00 3,000.00 3,000.00 6,889.00 21,935.OO 118,786.09 7,500.00 6,381.41 342,O18.57 333,487.16 317,606.81 5,000.00 24,320.00 21,000.00 2,100.00 r ,355 ,01 6.L2 45,000.00 960.00 15.824.00 17,600.00 8,640.00 9,693.17 7,097.84 772,875.43 2,820.00 3,000.00 48,000.00 17,000.00 10,000.00 16,O79.64 256,377.45 54,448.75 105,255.16 15,000.00 433,224.22 153,705.20 75,625.40 743,907 .47 7,239.24 12,913.00 1,351,349.50 60,680.00 59,455.00 35,592.00 15,891.00 4,640.00 15,580.00 274,OOO.OO 34,823.19 15,250.00 ARMOR CAR SERVICES ARMORED CAR SERVICES FOR THE DAILY ARMORED CAR SERVICES TO DAILY ARMORED SECURITY SERVICE SECURITY, FIRE, SAFETY, AND EM MISCELLANEOUS SERVICES, NO, 1 SHIP REHABILITATION LOAN- I, R TUSA CONSULTING - PHASE III ALARM SYSTEM FOR CASHIER's OFF EDEN ACCESS SUPPORT MAINT OCT ENERGOV SUPPORT 1O/79 - 9/20 MUNIS SUPPORT & UPDATE LIC, 10 MUNIS SUPPORT & UPOATE LIC, 10 FIRE-DATA CONVERSION QUOTE DAT SOFTWARE LICENSE SERVICE CONSULTING SERVICES TYTER NOTIFY SUPPORl ERP PROJECT.MUNIS/ENERGOV TECH DATA PROCESSING, COMPUTER, PRO EDEN WEB SERVER UPGRADE SABRINA COHEN FACILITY A/E FEES FOR CH COOLTNG TOWER TESTING AND CALIBRATION SERVIC CONSTRUCTION SERVICES, GENERAL CDBG - UNIOAD - PRO.IECT LINK UNIDAD BANDSPK MBPD PLANTS SERVICES PUMPING EQUIPMENT AND ACCESSOR PUMPING EQUIPMENT AND ACCESSOR RENTAL OR LEASE SERVICES OF HE HOSE, ACCESSORIES, AND SUPPLIE IANITORIAL SERVICES TO PENN GA JANITORIAL SERVICES TO ALL GAR JANITORIAL SERVICES TO 16TH ST JANITORIAL SERVICES TO 7TH sTR ADDITIONAL.IANITORIAL SERVICES JANITORIAL SERVICES FOR BEACHF CONFIRMING PO FOR ADDTL JANITO TEMPORARY RESTROOMS FOR MEPD H CONVENTION CENTER PARK, UNIVER ALTOS DEL MAR/PLAYGROUND, UNIV CONVENTION CENTER RENOVATION A CC GEOTECH NICHAL AND LABORATOR NEW BPO TO UNIVERSAL ENGINEERI ARCHITECTURAL AND ENGINEERING ADDT'L GEOTECH & LAB SRVCS SO MUSS PARK SEAWALL REHAB SO#1 U SO#1 UNIVERSAL ENGINEERING SCI SO#1 UNIVERSAL ENGINEERING FOR CITY HALL 1ST&4TH FL, HOMELESS EIRMAl 2017 SECURITY SERVICES GO BOND PUBLIC OUTREACH Page:32 of 34 TRANSVALUE, INC TRANSVALUE, INC TRANSVALUE, INC TRANSVALUE, INC TRANSVALUE, INC TROPICAL GLASS TRU-GREEN CONST TUSA CONSULTING TYCO FIRE & SEC TYLER TECHNOLOG TYLER TECHNOLOG TYLER TECHNOLOG TYLER TECHNOLOG TYLER TECHNOLOG TYLER TECHNOLOG TYLER TECHNOLOG TYLER TECHNOTOG TYLER TECHNOLOG TYLER TECHNOLOG TYLER TECHNOLOG u.s. cosT tNcoR UCI ENGIN EERING UL LLC UNDER POWER COR UNIDAD OF MIAMI UNIDAD OF MIAMI UNIQUE FOLIAGE UNITED RENTATS UNITED RENTALS UNITED RENTALS UNITED RENTALS UNITED SERVICES UNITED SERVICES UNITED SERVICES UNITED SERVICES UNITED SERVICES UNITED SERVICES UNITED SERVICES UNITED SITE SER UNIVERSAL ENGIN UNIVERSAL ENGIN UNIVERSAL ENGIN UNIVERSAL ENGIN UNIVERSAL ENGIN UNIVERSAL ENGIN UNIVERSAL ENGIN UNIVERSAL ENGIN UNIVERSAL ENGIN UNIVERSAL ENGIN UNIVERSAL PROlE UNIVERSAL PROTE URBAN INTERACTI 70/07/2019 70114/2079 70/74/2019 r0 /t4/2079 70/t6/2019 02/27/2019 72/27/2077 02/t3/2078 os/28/2079 70/07/2079 70/02/2019 70l03/2019 70/03 /2078 07/23/2079 09/t2/2079 09/27 /2079 70/20/20L9 02/t2/207s o7/14/2076 08/14/2018 o7/LO/2019 04/29/2079 70/2212078 08/22/2079 03/27 /2079 04/20l207r 70/07/2079 70/02/2018 to/L2/2078 10/t5/2078 10117 /2079 7t/07 /2078 7uO7 /2078 t7/0812018 t7/0812078 t2/2712078 B/rLl2019 09/13/2Ot9 L2/28/2078 os/73/2079 09103/2019 LO/30/201s 72/08/zors 03 /02/2Ot6 o7lo8/29t6 081t6/2016 09127 /2017 1O/09/2077 !/or/20L7 02/16/2018 08/07 /2018 03l7s/2018 CITY OF MIAMI BEACH PURCHASE ORDERS DATE RANGE: FY 20 - 10/01/2019 - 10/24/2019 + Carryt'orword PO's PO# 20190638 201917 44 20192469 20192470 2019 2s 31 20200230 20200347 202004L3 20200475 20797970 20192t12 20192103 20200452 20792639 20200481 20200485 20200489 20200494 20200495 20160335 20192530 20200036 20190999 20192118 20190200 20191089 20190845 20200373 20792614 20192622 20182408 20L97354 20L8246L 20L90027 20190058 20t90324 20200011 20191177 20792327 20190703 20190543 20191455 20191843 2079207 7 20772089 20t42144 29726 20797527 20792790 20792365 20792632 28049 VENDOR NAME PO DESCRIPTION FUEL FOR GENERATORS AT CITY FA FUEL FOR GENERATOR FOR FILLMOR FUEt, OIL, GREASE AND LUBRICAN FUEL, OIL, GREASE AND LUBRICAN FUEL, OIL, GREASE AND LUBRICAN FUEL, OIL, GREASE AND LUBRICAN FUEL FOR FACILITIES. CW FUEL, OIL, GREASE AND LUBRICAN FUEL, OIL, GREASE AND LUBRICAN COLLISION DAMAGE 3412 COLLISION DAMAGES 13224 FLOOR COVERING, FLOOR COVERING ANNUAI MAINTENANCE FOR RECREAT LPR AND CAMERAS FOR BISCAYNE P GO BOND PROJECT T LPR 63 PINE GO BOND PROJECT4T LPR MACARTHU GO BOND PROJECT4T LPR 51 PINE GO BOND PROJECT4T LPR ALTON RD GO BOND PROJECT4T LPR 71ST BAY WATER SUPPLY, GROUNDWATER, SEW VICTOR STANLEY RECEPTACLES REC DSRAZOR FOR WINDOWS ANNUAL MAI COMMUNICATIONS AND MEDIA RELAI A/E FEES FOR TENANT IMPROVEMEN TEMP SYSTEM ANALYST - SANTIAGO TEMP SYSTEM ANALYST - CARLOS T PHON E TRANSLATION SVC DATA PROCESSING, COMPUTER, PRO EDORI FLOOR BARRIERS PURCHASE PALM & HIBISCUS, WADE TRIM, SO CONSULTING SERVICES CONSULTING SERVICES CONSULTING SERVICES FOR PARKIN MANAGEMENT SERVICES BARRELS, DRUMS, KEGS, AND CONT 20 YARD CONTAINER FOR WET SCRE MANAGEMENT SERVICES OUTFALL MAINTENANCE SERVICES. SHOWMOBILE FUEL CARD PROGRAM A/E FEES FOR 41ST STREET FOUNT A/E FEES FOR TENANT IMPROVEMEN A/E FEES FOR 2OTH STREET FOUNT A/E FEES FOR CODE COMPLIANCE R A/E FEES FOR 28 STREET OBELISK A/E FEES FOR 2OTH STREET FOUNT NEW 8PO UN DER SERVICE ORDER I OFFICE TRAILER RENTAL FOR PW O PESTICIDES AND CHEMICALST AGRI PESTICIDES AND WEED KILTER FOR TENT CANOPY N,SHORE BANDSH ELt, NEW BPO UNOER SERVICE ORDER #1 ORIGINAI PO AMOUNT O 25,000.00 4,000.00 2,000.00 2,000.00 9,000.00 5,000.00 20,000.00 25,000.00 39,500.00 1,297.22 1,890.91 23,000.00 13,644.00 16,953.83 28,O99.22 37,145.81 18,3L4.23 19,a67.19 27,934.79 164,904.00 180,720.00 3,894.00 26.470.73 _ ,ii:ffi0 133,320.00 4,000.00 2,756.OO 3,170.67 4a,562.00 49,7 L5.OO 29,200.O0 21,500.00 5,500.00 9,000.00 90,000.00 7,000.00 200,000.00 157,950.00 240,057.OO 15,000.00 30,000.00 25,000.00 7,500.00 56,676.90 29,500.00 44,8'15.40 111?10 6,237.AO 3,416.80 25,126.00 PO DATE URBIETA OIL INC URBIETA OIL INC URBIETA OIL INC URBIETA OIL INC URBIETA OIL INC URBIETA OIL INC URBIETA OIL INC URBIETA OIL INC URBIETA OII. INC US BODY SHOP IN US BODY SHOP IN US HARDWARE FLO VERMONT SYSTEMS VETTED SECURITY VETTED SECURITY VETTED SECURITY VETTED SECURITY VETTED SECURITY VETTED SECURITY VICKERY AND COM VICTOR STANLEY, VISUAL CLICK 5 VITAC CORPORATI VITALINI CORAZZ VITAVER & ASSOC VITAVER & ASSOC VOIANCE LANGUAG VR SYSTEMS, INC W,W, GRAINGER, WADE TRIM, INC. WADE TRIM, INC. WALKER PARKING WALKER PARKING WASTE MANAGEMEN WASTE MANAGEMEN WASIE MANAGEMEN WASTE MANAGEMEN WATERFRONT PROP WENGER CORPORAT WEX BANK WII.LIAM B MEDEL WILLIAM B MEDEL WITLIAM B MEDEL WIILIAM B MEDEL WILTIAM B MEDEL WILLIAM B MEDEL WILLIAM LANE AR WILLIAMS SCOTSM WINFIELD SOLUTI WINFIELD SOLUTI WINGERTER LABOR WINGERTER LABOR t7/os/2078 os/08/2019 08/21/20Ls 08121/2079 08/28/2079 70/tO/2079 70/ 74/2079 10/77 /2019 10/11/2019 06/0612019 o7/0u20t9 05/27/2OL9 t0/1,9/2O1e 09124/2Or9 70127/2079 L0/2L12019 L0/2u2019 70/2u2079 70/21/2079 08/tol2076 08/28/2019 ro/or/20!9 12121/2018 07lol/2079 t0/0812018 oL/71/2019 72lOs/2078 70/7s12079 09/11120!9 09/73/2Ot9 08/24/2OL8 o8/07/2079 09 /o7 /2078 toloT/2078 70l02l2078 70/t6/2078 70lOl/2079 0L/2912079 0810212079 77/0912078 17/OS/2078 03/79/2079 os/20/2ote 06/24/20t9 08130/2077 07/37/2078 72/t7 /201s 04/0312019 o7/7212079 08/08/2079 09/18/2Ot9 08ltl /2O7s Page: 33 of 34 CITY OF MIAMI BEACH PURCHASE ORDERS DATE RANGE FY 20 - 10/01/2019 - 10/24/2019 + Corryt'orword PO's VENDOR NAME PO DATEOon 20190445 20!90497 2079097 6 9964 201117 39 2018L492 20181598 20181723 20182244 20197243 20200242 20t92161 20t92167 20192168 20160265 20160350 20190731 20190849 207977 2A 20200278 2019027 4 20200330 dil:il; 20190604 20200393 20t71524 20L7 r534 20171553 WOLFBERG ALVARE WOLFBERG ALVARE WOLFBERG ALVARE WOLFBERG ALVARE WOLFBERG ALVARE WOLFBERG ALVARE WOLFBERG ALVARE WOLFBERG ALVARE WOLFBERG ALVARE WORKSQUARE LLC WORLD MOTOR COR WORLD MOTOR COR WORLD MOTOR COR WORLD MOTOR COR WSP UsA INC WsP USA INC XYLEM DEWAIERIN XYLEM WATER SOL XYLEM WATER SOL XYLEM WATER SOL ZAMORA ZAMORA ZOLL MEDICAL CO ZOLL MEDICAL CO zw usA tNc. ZW USA INC. ZW USA INC. zYscovtcH, tNc. ZYSCOVTCH, iNC. ZYSCOVTCH, rNC. 70/22/2078 10/24/2078 1212012078 09/7rl2OO8 05/22/2077 04/7712078 0s/0412018 os/23/2078 08/10120r8 0210712019 !0/7012019 07/1012079 o7/7012079 o7/10/2019 01/28/2016 08/1112076 7t/7512018 t2/0s/2018 0s/o7 /2019 70/ 1112019 toh2l2078 70/1412079 toh2l2018 to/tl/2019 to/12/2078 70/3!/20r8 ro/16/2019 os lL0/2or7 os/t7/2077 os/16/2077 ORIGINAL PO AMOUNT 11,370.00 14,849.00 73,722.t0 7 42,546.23 25,085.85 55,594.20 7,989.00 50,000.00 4,080.15 20,242.O9 4,736.64 1,285.03 1,865.36 2,286.O4 299,800.00 369,600.00 70,000.00 129,s00.00 60,000.00 50,000.00 25,000.00 20,000.00 10,000.00 15,000.00 10,000.00 15,000.00 15,000.00 100,000.00 50,000.00 200,000.00 A/E FEES FOR SSCC IIRE ALARM R A/E FEES FOR 17TH STREET GARAG A/E FEES FOR COLONY THEATER FI NEW BPO, WOLFBERG ALVAREZ AND OESIGN SERVICES FOR LIGHTING I A/E FEE5 FOR FIRE SPRINKLER RE A/E FEES FOR PAt BUILDING FIRE DESIGN GUIDELINES IOR PROPERTY A.E FEES FOR DUST COLLECTOR AT BUILDING - TEMP STAFFING FY 18 COLLISION DAMAGES UNIT 13002 cotLrsroN DAMAGES 16202 coLUsroN DAMAGES 18703 COLLISION DAMAGES 18209 CONSTRUCTION SERVICES, GENERAL PROF. CON5T. AND INSPECTION SR RENTAL OF PUMPING EQUIPMENT FY PUMPING EQUIPMENT AND ACCESSOR PURCHASE OF FLYGT/XYLEM PUMP E PURCHASE OF FLYGT/XYLEM PUMP E SPECIAL MASTER LAW SERVICES FY MISCELLANEOUS SERVICES, NO. 1 AUTOPULSE DEVICES .EQUIPMENT & AUTOPULSE DEVICES .EQU IPMENT & FY19 ALt CMB DOG PKs DOGGIE BA DOGGIE BAGS FY 2019 DOGGIE BAGS FY 202O NORTH BAY RD GREENWAY FEASIBIL 8AY DRIVE NEIGHBORHOOD GREENWA NORTH BEACH NEIGHBORHOOD GREEN o Page:34 of 34 PO DESCRIPTION CITY OF MIAMI BEACH ACTIVE CONTRACTS CONTRACTf VENDOR COIITRACT DESCRIPTION 19-084,02 14-346-06 18,30533 18-036-01 r-01-09/10 17 -126-05 17-028-03 15,211-01 15-127-01 17-O70-O1 17-018-09 15-093-02 15-073-01 19-050-01 17 049-13 18,093,01 14-346-29 s3-|U12 17 300 04 18-097 06 13 373 01 77 018 07 17-018-03 1s-203-01 17-129-03 1A-O2A-O2 18,033-02 17-049,12 16-152-01 18-314-01 19,144,20 17-019-02 18-040-03 t7-049-06 19-347 01 19,36s,01 17,028,05 17,019,03 17-O77-O1 16,149,01 17-129-O4 14-346-05 1a-127 -O1 17-081-01 17497-O1 17-O97-O2 14-127-OO 17{19-06 14-346-02 18-232-03 17 -122-07 13,059-01 14,215,1R 19-083-01 17-129-06 17 -29996 16{90 01 16-091-01 19-231-01 D-01-09/10 18 141 26 (1015)rHE CORRAoTNO GROUP rNC (1015)rHE CORRADTNO GROUP rNC (10187) JrM MORRTSON PROoUCTIONS, rNC (1026)sOUTH DADE ETECTRTCAL 5UPP|-Y, rNC. (103) CALVTN, GTORDANO & ASSOCTATES, rNC. (103) CAtVtN, GIORDANO & ASSOC|ATES, rNC. (103) CAr-VrN, GTORDANO & ASSOCTATES, rNC. (103)CAt-VrN, GTORoANO & ASSOCTATES, rNC. (103)CAt-VrN, GTORDANO & ASSOC|ArES, rNC. (1053) ABtE BUSTNESS StRVtCES, rNC. (10544) CORCET CORP (10512)IASMOV, tNC. (10521) C.A.P. GOVERNMENT, tNC. (10621) C.A.P. GOVERNMENT, rNC. (1066) DECfiTGHT ROOFTNG SERVTCES rNC (10697) DELL MARKETING L,P, (10812) STANTEY CONSULTANTS, tNC. (10936)SUNTRUST BANX (11) WOOD ENVIRONMENT & INFRASTRUCTURE S (11)WOOO ENVTRONMENT & TNFRASTRUCTURE S (1107) FERGUSON ENTERPRTSES rNC. (1107) FERGUSON ENTERPRTSES rNC. (1107) FERGUSON ENTERPRTSES rNC. (11138)ASE TELECOM & DATA rNC {1115) 3OO ENGINEERING GROUP, P.A (11197) BEST GARAGE DOOR tNC (1128) CEEPCO CONTRACING tLC (1128) CEEPCO CONTRACflNG rLC (1143)C8RE rNC (1143)CBRE rNC (1146) TRU-GR€EN CONSTRUCTTON rNC (1160) COPPER',S NURS€RY, rNC. (11658) ADVANCED ROOFING, INC, (11658) ADVANCED ROOFtNG, tNC. (11658) ADVANCE0 ROOFTNG, rNC. (11658) ADVANCE0 ROOf rNG, rNC. (11675) EAC CONSUt-rNG, rNC. 11169) GRE€NSLEEVES rNC. {1170} ARTtSTTC HOLTDAY DESTGNS, t-tc (1172lEFE rNC (1179) ARDURRA 6ROUP, INC, (1189) ZYSCOVTCH, rNC. (1189) ZYSCOVTCH, rNC. (1192)AI-CHEMY MrAMr BEACH u-C (1195) TASTE BAKERY M8 C|TY tLC (1195)TASTE BAXERY M8 CITY TLC (12078) MOUNT StNAt MEDTCAL CENTER OF FtORt (1209) VTSUATSCAPE tNC. (12151) M.C. HARRY & ASSOC|ATES, lNC. (12201) TECTA AMERTCA SOUTH FtORtDA tNC (1223) TNTERBORO PACXAGTNG CORP {12252) SERVTCE AMERTCAN CORPORATTON {12285) THE RHYTHM FOUNDATTON, rNC. (1232) WATERFRONT PROPERTY SERVICES LLC (1235) CH2M HttL ENGTNEERS tNC (1239) VERMONT SYSTEMS rNC (124) RrC-MAN CONSTRUCTTON FLORTDA, tNC. (124) RrC-MAN CONSTRUCTTON FLORTDA, rNC. (124) RrC-MAN CONSTRUCTON FLORtDA, tNC. (12487)WrrLtAM tANE ARCHTTECT tNC (12487)WTLLTAM LANE ARCHTTECT rNC ECOI'lOMlC DEVELOPMENT CONSULTANT SERVICES A&E SERVICES ON AS.NEEDED.BASIS A CELEBRATION OF LIGHTS FOR THE PURCHASE OF LIGHT POTEs, FIXTURES AND BASE ARCHITECTURE & ENGINEERING SERVICES GENERAT TRANSPORTATION PTANNING & TRAFFIC ENGINTER VARIOUS CEI SERVICES ON AN AS NEEDED BASIS A/T DESIGN SRVC PER CONIRACT RFQ#2015.211,K8 A&E SERVICES FOR THE MIODLE BEACH REC CTR JANITORIAL SERVICES PIPE & TITTINGS FOR WATER & WASTEWATER PREQUAI. FOR MOVING SERVICES PTANS REVIEW, INSP AND PERMIT CIERK SVCS PTANS REVIEW & EUITDING INSPECTION SERVICES BUILOING/SPECIAL TRADE CONTRACTS FOR MINOR PRO]ECT COMPUTER EQUIPMENT AND SERVICES A&E SERVICES ON AS-NEEDEO.BASIS VARIOUS BANKING SERVICES 8US CASE ANALYSIS/CMB STORMWATER RESILIENCY PROGRA CITYWIDE GEOTECHNICAT & LABORATORY IESIING SERVICE PURCHAST OF WATER METTR BOXES & COVER5 PIPE & FITTINGS FOR WATER & WASTEWAIER PREQUAI- WATER SERVICE LINT PIPE, FITTINGS PREQUALIFICNTION TELECOMMUNICATIONS WIRING SERVICES WATER & WASTEWATER SYSTEMS CONSULTANT DOOR RELATED REPAIR, REPLACEMENT,PREVENTIVE MAINT PURCHASE OF CONCRETE CURETNG/STDEWAL( CONSTRUCTTON BU ILDING/SPECIAL TRADE CONTRACTS FOR MINOR PROJECT REAL ESTATE BROKERAGE SERVICES REAT ESTATE APPRAISAT SERVICES (PREQUALIFIED POOI} SHIP REHABITITATION PROIECI TREES, PALMS AND PLANT MATERIAL5 HVAC CONTROLS MAINTENANCE AND REPAIRS EUILDING/SPECIAL TRADE CONTRACTS FOR MINOR PROIECT ROOFING RECOATING PROIECTSCOTT RAKOW YOUTH CENIER ROOF RECOATING PROJECI NO SHORE YOUIH CENTER VARIOUS C€I SERVICES ON AN A5 NEEDED BASIS TR€ES, PALMS AI,ID PLANT MATERIAts HOLIDAY LI6HIING AND DECORATIONS L€ASE OF GOtF COURSE TURN MAINTENANCE EQUIPMENT WAIER & WASTEWATER SYSTEMS CONSULTANT A&E SERVICES ON AS.NEEOED.BASIS WASHINGTON AVENUE CORRIDOR CONCEPTUAI DESIGN PLAN CITY MUNICIPAL PARKING GARAGE ADVERTISING STRVICE CITY EMPLOYEE HEALTHY CIFE LEASE AGREEMENT CITY EMPLOYEE HEALTHY CAFE CONCESSION AGREEMENT MEDICAT SERVICES TREES, PATMS AND PLANT MATERIAIS A&E SERVICES ON AS.NEEDED.BASIS WATERPROOFING/TRAFFIC COATING SERVICES 12ST GARAGE TRASH CAN LTNERS {GROUP 1 tTEM 1.2) FOOD AND BEVERAGE SERVICES MSCC BAND SHELT MANAGEMENT S€RVICES OUTFALT MAINTENANCE SERVICES WATER AND WASTEWATER SYSTEMS CONSUTTANTS HTTPSOFTWARE FOR ACT REG RSVP AND RELATED SERVICES o/B wEsT AVENUE TMPROVEMENTS PHASE SO OF 14 ST D/B WEST AVENUE IMPROVEMENTS PHASE II NO OF 14 ST INDIAN CREEX PHASE III IMPROVEMENTS 25l41STREET ARCHITECTURE & ENGINEERING SERVICES A&E SERVICES.CAPITAL RENEWAL&REPLACEMENT PROJECTS o o o PaBe:1 of 12 CIW OF MIAMI BEACH ACTIVE CONTRACTS CONTRACTI VENDOR CONTRACT DESCRIPTION 18 044e -01 -24 -03 17-232-01 14-346-25 14-195-03 17 126-04 17 049,08 11-O49-O7 17,049-10 18-097-02 17 -11/12 17-163-05 17-163-09 17-161-O7 17 1.63-12 17-163-03 17,163-06 18,153-01 18-141-05 17-163-10 17-163,08 18,071-01 17-049-01 18-038-01 17 053,01 18 197-01 18,085-04 t':t 18-114-01 18,017-01 18-014-02 19 035,01 11-126-O7 18-254-01 17-234-02 18-008-02 13-317,02 13-317-05 18-112-01 14-346-18 14 346 10 15 135,02 18,142-01 18-112-02 la-141-27 14,346,09 42.OA/09 11-29109-1 to7 -99/OO 75-29254 18 0rr4 03 15 242-01 1229936-1e:r 14 346 19 15,06/07 10,09/10 (12514) ROYAr T SCRTEN PRTNITNG CORp. (1260] TERRACON CONSULTANTS, INC. (1250) TERRACON CONSULTANTS, rNC. (1261) BATLARD PARTNERS rNC (12768) EOWARO rEWrS ARCHTTECTS rNC (12818) EVERGI.ADES ENVIRONMENTAL (12880) MARUN ENGtNEERtNG, rNC. (1291) GOVERNMENT BUSINESS DEVELOPMENI LLC (1291) DESTGN BUrrD TNTERAMERTCAN rNC (1295)THERMA StAL ROOF SYST€MS r-LC {13215) GFA TNTERNATTONAL, rNC. (13216) GFA tNTERNAT|ONAT" rNC. (1325) LEUCADTA NATTONAT. CORPORATTON (1326}STIFTL, NICOLAUS & COMPANY INC (1327) HTLLTOP SECURTTTES rNC 11329) PNC CAPTTAL MARKTT5 LLC (1330) LOOP CAPITAL MARKETS LLC (1331) GOLDMAN SACHS & CO LLC (1346) HOTWTRt COMMUNTCATTONS LTo 11355) 3FM ENGTNEtRTNG, rNC. (1360) MORGAN STANLEY DOMESTIC HOLDTNG rNC (1361} MERRITL LYNCH, PITRCE, FINNTR & 5MI (1379)ENERGYCAP, TNC. (138m) FTORTDA LTMARK CORPORATTON (1387) POSTAL CENTER INTERNATIONAL INC (13883) SOFTWARE HOUSE INTERNATTONAL (13966) WTLLtAMS SCOTSMAN, tNC. (1398) sAM TELt AND SON rNC (1401) DOUGLAS FOOD STORES, rNC. (1418)H. W. TOCHNER rNC (1427}GNM HOUGH INC (1433) GRAHAM CONTRACTTNG rLC (1438) PRO WATTR TREATMENT rNC (1446) URBTETA OrL rNC (1451} BUDGET RENT A CAR SYSTEM, INC, (1460) HNTB CORPORATION (1458) EQUTNTX rNC (1473) PENNONT ASSOCTATES rNC (1482) SOUTH FTORTDA ELEVATOR SERVTCt CORp (14830)THE MARXET COMPANY, INC, I14830)THE MARKET COMPANY, INC, 11484)AtLlED PAPER CO. (14955) URS CORPORATTON SOUTHERN (14988) BEA ARCHTTECIS, tNC (150) LAZ KARP ASSOCIATES, I-TC (1507) FtORTDA ENGTNEERTNG & DEVETOPMENT C (1511) CALDWETL CTEANING LLC (15225) SCHWEEKE-SHtSKtN & ASSOCTATES, rNC. (15226) SCHWEBKE-SHtSKtN & ASSOCTATES, tNC. (15225) sCHWEBKE-SHtSKtN & ASSOCTATES, rNC. (15232)ARTSFOR TEARNING/MIAMI, INC, (15258) CTEAR CHANNEL OUTDOOR tNC (1535) CARTER & VERPT-ANCK, rNC (15386)DESTGNT-AB rNC {1545) READY REFRESH BY NESTI-E (1547) VAN DAALEN TENNIS (15484} GALLAGH ER BENEFITS SERVICES (15590) BURKHARDT CONSTRUCTTON tNC (15591) WOLFBERC ALVAREZ AND PARTNERS INC (15591) WOI-FBERG ATVAREZ AND PARTNERS INC (15591) WO|-FBERG ATVAREZ AND PARTNERS INC APPARET AND ACCESSORIES CITYWIDE A&E SERVICIS,CAPITAT RENEWAI-&REPLACEMENT PROJECTS CITYWIDE GEOTECHNICAI" & LABORAIORY TESTING SERVICE FEDERAL GOVERNMENTAL CONSULTING SERVICES A&E SERVICES ON AS,NEEOED.BASIS GROUNDS MAINIENANCE SERVICES GENERAT TRANSPORTATION PLANNING & TRAFFIC EN6INEER BUITDING/SPECIAL TRADE CONIRACTS FOR MINOR PRO]ECT BUITDING/SPECIAT TRADE CONIRACTS FOR MINOR PROJECT EUITDING/SPTCIAL TRADE CONTRACTS FOR MINOR PRO]TCT CITYWIDE GEOIECHNICAL & LABORATORY TESTING SERVICT GEOTECHNICAL & LABORATORY TESTING UNDERWRITING SERVICES UNDERWRITING SERVICES UNDERWRITING SERVICES UNDERWRITING SERVICES UNDERWRITING SERVICES UNDERWRITING SERVICES INTERNET CONN€CTIVITY S€RVICES AGREEMENT A&E SERVICES CAPITAL RENEWAL&REPTACEMTNT PROIECTS UNDERWRITING SERVICES UNDERWRITING SERVICES ENERGY UTITITY BILLING MANAGEMENI SYSTEMS BUILDING/SPECIAL TRADE CONTRACTS FOR MINOR PROIECT CITYWIDE PRINTIN6 AND BUTX MAILING SERVICES SHI FOR OUR MICROSOFT ENTERPRISE TICENSING AGRMT LEASE AGREEMENT FOR TRAILER MOBITE OFFICE RENTAT MBCC FOOD SERVICE EQUIPMENT MBCC FOOD SERVICE EQUIPMENI GENE RAT TRANSPORTATION PTANNING & TRAFFIC ENGINEER PURCHASE OT CLOSE CIRCUITTVS CAMERA EQUIPMENT NORTH SHORE TENNIS CENTER IMPROVEMENTS HVAC WATTR TREATMENT SERV ROUTINE TEST AND INSPECT PICK UPIDTtIVERY OF UNTEADED GASOTINE/OIESET FU EL RENTAL OF VEHICLES GENERAT TRANSPORTATION PLANNING & TRAFFIC ENGINEER COLOCTTION SERVICE FOR NAP DATA CNTR FOR CMB COMPUTER VISUATIZATION SERVICES FOR TRANSPORTATION ELEVATOR MAINTTNANCE REPAIRS PART NEW EQUIPMENT MGMT & OPER. OF STREET MARKETS NORMANDY MGMT & OPER, OF THE LINCOI-N ROAD 6REEN MAR(ET MBCC CLEANING EQUIPMENT A&E SERVICES ON AS NEEOEO.EASES A&E SERVICES ON AS.NEEDED.BASIS PARKING METER COLTECTION SERVICES CMB PARKING SYST 42 5T RECONFIGURATION & ON ST PARXING IMPROVEMENTS MBCC CLEANING EQUIPMENT A&E SERVICES.CAPITAL RENEWAL&REPLACEMENT PROJECIS A&E SERVICES ON AS.NEEDEO.BASIS RE.DESI6N COMPONENT, FOR VENETIAN ISLAND ARTS EDUCATION PROGRAMS CONSTRUCT OPERATE & MAINTAIN BUS SHELTER STRUCTURE PUMPING EQUIPMENT ANO ACCESSORIES APPAREL AND ACCESSORIES CITYWIDE BOTTTED WATER, DISPENSERS, AND BOTTLES PROGRAMMING AT THE CITY'S NSHORE TENNIS CENIER HEALTH CARE BENEFITS CONSULTANT SERVICES CMR CONSTRUCTION LINCOTN ROAD DISTRICT IMPROVEMENT A&E SERVICES ON A5.NEEDED.8ASE5 PROF A&E SVCS FOR THE FI-AMINGO PARK PRO.' PROPERTY MANAGEMENT FACITITY PROJECI Page:z ol 72 CONTRACT fl VENOOR CITY OF MIAMI BEACH ACTIVE CONTRACTS CONTRACT DESCRIPTION 18-183-03 17-155-04 18-158 19-390-01 18 035-01 17 126 08 17,119-01 14-093-01 14-275-O2 14-195 02 17-019 04 19 135-06 17,018 10 17,018,01 t3-277-O1 19,133-01 18,223 01 18,003-01 18,125,01 18-299,01 19-039,01 t7 -092-02 19-217-O2 19-30738-1 18-300-07 18-039 02 18,037,01 17,300,01 18-30268-1 18-081-01 18-043{1 18-080{1 18-043-02 18-30450 16,127,03 18,111-01 15-127-O2 17-300-02 18-0m-02 18-294-01 18-014-03 18-075-01 17-30038 15 013{1 18-196{1 s2-11/72-E 18-141-06 15-191-01 N-01-09/10 14-346-24 t8-232-02 18-094,01 18,141-02 18-30473 18-141-03 18-141-04 17 139,04 15-045{1 16-067-01 03-25382 18,141-08 (1571) CROSS €NVIRONMENTAL SERVICES INC, (1585) URBAN ROBOT LLC (1s991)CDw r-r-C (1s991lCDW U-C {1611) GENERAL A5PHALT CO. (1613) NEtSON-NYGAARD CON5ULTTNG ASSOCTATE (1615) JOHNSON CONTROLs, rNC. (16192l5UpERrOR LANoSCAPTNG & IAWN SERVICE (16192lSUPERrOR LANDSCAPTNG & IAWN SERVICE (16192)SUPERtOR LANOSCAPTN6 & LAWN SERVICE (15192) SUPERTOR LANDSCAPTNG & tAWN SERVTCE (15192) SUPERTOR LANDSCAPTN6 & LAWN SERVTCE (1622) A & B P|PE & SUPPLY tNC (1622) A & B P|PE & SUPPLY tNC (1622) A & B P|PE & SUPPLY rNC (16239)rHE GORDTAN GROUP rNC (1538) H.G. CONSTRUCTTON, DEVELOPMENT AND (1539) tXrGrS LTMtTEO LTABtLTY CORPORATION (1641)CRTTTCAL PATH SERVTCES tNC (1641)CRTTTCAL PATH SERVTCES tNC (1641)CRTTTCAL PATH SERVTCES rNC (16425) CELLCO PARTNTRSHTP (16425) CELTCO PARTNTRSHTP (1654) VETTED StCURTTY SOLUTTONS LLC (1665) TTSAVVY tLC (15665)ALL POWER GENERATORS, CORP (16695) SYTEWISE SOLUTTONS, tNC. (1675) rCF TNCORPORATTD LLC (16877) SrAG€RrGHr CORPORATTON (1694) UTrL AU DTTORS, Lr-C (1709) MACK'S CYCI€ SHOP rNC. (1710) NATTONAt WATER MArN CL€ANTNG CO. (1714) VOtCANTC MANUFACTURTNG Ll-C (17143) MtAMt RESCUE MrSSrON, tNC. (17181) UNITED RENTALS (NORTH AMERTCAN) rNC (17182) SUNB€LT R€NTA|-S, rNC. (17182) SUNBELT RENTALS, rNC. (1720)THE BAI-MORAL GROUP, LLC {1727) FLOTECH ENVTRONMENTAL, ttc (1733)5TONE CONCEPT MrAMr rNC (174) MANSFIELD OIt COMPANY OF GAINESVILT (1748) SHAMROCK RESTORATTON SERVtCES, rNC. (17526) ENVIRONMENTAL SYSTEMS RESEARCH INST (1767) UNrvtRSAr PROTECTTON SERVTCE rP {1787} DEST6N-BUTLD CONSTRUCTTON (17885) CHEN MOORE AND ASSOCTATES, rNC (17886) CHEN MOORE AND ASSOCTATES, rNC (18203) FHP TECTONTCS CORP. (18219) DOUCLAS WOOD & ASSOCIATES, rNC (18219) DOUGLAS WOOD & ASSOCIATES, tNC (1830) EZ CAULKTNG & WATERPROOFTNG rNC (1840) BEACH RESORT SERVTCES tNC. (1841) 305 CONSUtTlNG ENGTNEERS, t-LC (185121 FORMS & SURFACES, tNC. (1852)CURTIS + ROGERS DESIGN STUDlO, INC (18s4) CSA CENTRAT, rNC. (18577) HOWARD FERTTLTZER & CHEMtCAt COMPAN (18577) HOWARD fERTTLTZER & CHEMTCAL COMPAN (18s9s)E-BUTLDER, TNC (1864) PARWTEW POrNT CONDOMINTUM (1869)CPH, rNC. CITYWIDE OEMOLITION SERVICES A & E SERVICES HISTORIC DISTRICT RESILIENCY & ADAP CARAHSOFT TECHONOTOGY CORPORAIION,6SA MS OFFICE PLATFORM 365 LICENSES PURCHAST OF ASPHATT CONCRETE GENERAT TRANSPORTATION PLANNING & TRAFFIC ENGINEER SMART CITY LIGHTING SYSTEMS PHASE 1A SOUTH POINTE PARK LANDSCAPING REMEDIAIION GROUNDS MAINTENANCE. ROW PARKING FACILITIES GROUNDS MAINTENANCE SERVICES TR€ES, PALMS AND PLANT MATERIALS FOR THE PURCHASE OF AGGREGATE, TOP SOIL, AND SAND PIPE & FITTINGS FOR WATER & WASTEWATER. PRTQUAL WATER SERVICE LINE PIPE, FITTINGS PREQUALIFICITION WATER SERVICE LINE PIPE & F TINGS, WASHERS, SADDL ]OC CONSULTING SERVICES/ MANAGEMENT FLAMINGO PARK EXISTING HANDEATL COURTS RENOVATION INSURANCE CERTIFICATE TRACKING SYSTEM & RELATID SR CARL FISHER CLUEHOUSE RTSTORATION FLAMINGO PARK MASTER PLAN IMPROVEMENTS PHASI I MIAMI BEACH CONVENTION CENTER PARX MOBTLE COMMUNTCATON SERVTCES (MCS)VOrCt AND DATA TELECOMMUNICATIONS SERVICES LICENSEPLATERECOGNITIONSYSTEMINSTALLAIION/PURCHASE PURCHASE OF CLOSE CIRCUIT TVS CAMERA EQUIPMENT FURNISH, DETIVERY, INSTL,MAINT,RIPAIR GENERATORS REMOVABI-E PARKING D€LINTATORS BUS CASE ANATYSIS/CMB STORMWATER RESILIENCY PROGRA STAGE EQUIPMENT FOR THE MBCC COST CONTROL & RECOVERY AUDIT SERVICES PURCHASE OF BICYCTES, PARTs, ACCESSORIES AND REPAI ROUTINE/EMERGENCY SANITARY SEWER/STORM WATER CCTV PURCHASE OF BICYCIES, PARTS, ACCESSORIES AND REPAI EMERGTNCY SHILTIR STRVICES RENTAT EQUIPMENT FOR CONSIRUCTION ANO RTLAT€D MAIN MBCC MATERIAL HANDELING EQUIPMENI EQUIPTMENT AND TOOL RENTAT SERVICES BUS CASE ANALYSIS/CMB STORMWATER RESILIENCY PROGRA ROUTINE/EMERGENCY SANITARY SEWER/sTORM WATER CCTV MIAMI CITY EATLET EXTERIOR DOORSAVINOOW REPLACEMEN PICK UPlDEtIVERY OF UNTEADED GASOLINE/DIESEL FUEL EXTERIOR REPAIR/COATING OF PRESTRESSED CONCRETE STANDARDIZE GIS SOFTWARE WITH ESRI SECURITY OFFICER SERVICIS D/B SIRVICES CANOPY AT NO. SCH BANDSHELL PHASE II VARIOUS CEISERVICES ON AS NEEDED BASIS A&E SERVICES CAPITAI. RENEWAL&REPLACEMENT PROIECTS SOUTH POINTT PARK WATER FEATURE REMEDIATION ARCHITECTURE & ENGINEERING SERVICES A&E SERVICES ON AS,NEEDED.BASIS WATERPROOFING/TRAFFIC COATING SERVICES/PARKING GAR CTEAN, MAINTAIN AND REPAIR RECIRCULATING FOUNTAINS A&E SERVICES.CAPITAL RENEWAL&REPTACEMENT PROJECTS PURCHASE/TRIAOA EOLLARDS/ POTES/REPTACEMENT PARTS A&E SERVICES,CAPITAL R€NEWAL&REPLACEMENT PROIECTS A&E SERVICES,CAPITAI- RENEWAL&REPTACEMENT PROJECTS FERTILIZERS PREQUALIFICATION WEED KILI-ER5 AND PESTICIDTS E,BUILDER LICENSES FOR CIP DEPT CONSTR OPE AND MAINT NORIH END RADIO ANTENNA SITE A&E SERVICES.CAPITAL RENEWAL&REPLACEMENT PRO.,ECTS o o o Pagei3 of 12 CITY OF MIAMI BEACH ACTIVE CONTRACTS CONIRACTS VENDOR CONTRACT DESCRIPTION 7L)19.O1*ri 19-193-01 16-148,01 18-141-09 18-002-01 18-141-16 15-052-03 H-01-09/10 17 155 05 18-005-01 18,141 13 15 052 02 18 141,14 17-028-01 18-141-15 18-141-07 18,141-20 14 346 28 18-018-01 19-136-01 14 346 20 18 240 03 18,141-17 18-141-18 18-141-19 1a-141-22 33i 18-097-05 18 249 02 18,141-28 18,312,01 18-040-04 18-040-05 18-040-06 18 232,04 18 335,01 18-124 04 18 001 01 18 314 02 18,166-03 19-044-01 18-085-02 19-011-04 16-199 01 18 240 04 18-314-03 18,314 04 19-30686-1 18,232,01 19-@7-01 19-011-03 19-117-01 tr# 16-124-01 19-144-10 18-081-02 (18744) THt TORO COMPANY (18744) THt TORO COMPANY (1877) LAMEERT ADVTSORY t"C (18771) DANA SAFETY SUPPLY, rNC. (18815) CUSTOM CONTROLS TECHNOLOGY, lN (1885) A|-LE6UEZ ARCHTTECTURE, tNC. (1888) DRC EMERGENCY SERVTCES rLC {1891) ViTAUNt CORAZZTNT PA (18913) CREATTVE STAFFTNG {18951}ALLAN T, SHULMAN ARCHITTCT. P,A- (18951)ALLAN T, SHULMAN ARCHITECT, P.A, (1896) CARD ASSOCTATTON PAYMENT EXPERTS Lt (1897) UCr ENGTNEERTNG rNC (18989) ATRTUM PERSONNEt tNC {1901)SOL-ARCH rNC (19014)A & P CONSUTTTNG TRANSPORTATTON ENG (1902) MOSS ARCHTTECTURE & DESTGN GROUp rN (19020) CES CONSULTANTS, rNC. (19027) MrLt-ER LEGG & ASSOCTATES, rNC. (19027) MTLLER LEGG & ASSOCTATES, tNC. (1903)AUSIIN IUPLER TRUCKING INC. {1903) AUSTTN TUPTER TRUCXTNG rNC. (19036) TLC ENGTNEERTN6 SOLUTTONS, rNC. (1905) ETECTRONTC SECURTTY & LOW VOTTAGE 5 (1909) MASTER CONSULTTNG ENGtNEERS tNC (r914) TSAO DESTGN GROUP TNCORPORATTD (1915) SRS ENGTNEERTNG rNC (1915) MC OESTGNERS rNC (1917) SCHTNDT-ER ARCHTTECTS rNC (1919) DAVEY RESOURCE 6ROUP rNC (1921) TTERRA SOUTH FLORTDA rNC (1928) TKONTO rNC. (1938) 0rAZ, CARRENO, SCOTTT & PARTNERS, I (1941) JACOBS ENGTNEERTNG GROUP tNC (1943) COOL-BREEZE ArR CONDTTTONTNG CORPOR (1950) HWAC MECHANTCAL SERVTCtS rNC (1951) TEMPTROT ArR CON0TTTONTNG rNC (1966) TENOON SYSTEMS t-LC (1966) TENOON SYSrEMs rLC (1970) WAYPOTNT CONTRACTTNG, rNC. (1977) US|C r-OcrrNG SERVTCES LLC (1982)THt UREAN GROUP rNC (1985) COMMODORE PARKTNG CORP {1992) rcs CONTRACTTNG CORP (1993) STRATEGTC EQUTPMENT rrC (2008) PADRON Er-ECTRTCAt- CONTRACTOR, rNC. (2010) TRANSCORE rTS LLC (2016) MEIRO DADE SECURrry SYSTEMS rNC (2017) CUSHMAN & WAKEFTELD rNC (2020) JLr VALUAI|ON & ADVTSORy SERVTCES t- (2025)rHE PRrSM MUSiC GROUP rNC (2036) FtORTDA CONSTRUCTTON & EN6TNEERTNG, (2038) SOUSCO PRTNTTNG, rNC. (2041) CANSECO ELECTRTCAT CONTRACTORS, rNC (20s8)TUSCO, rNC. (2056) PARK ONE OF FLORT0A, LLC (2067) SOUTHERN RECREATTON, rNC. (207) RTBBECK ENGTNEERTNG rNC (209)DESMAN rNC (2130) REGOSA ENGTNEERTNG StRVTCES rNC (2133) EUTE CONSUtTlNG SERVTCES rNC TORO NATIONAI- SUPPORT NETWORK (NORMANDY SHORES} TORO NATIONAI, SUPPORI NETWORK (MIAMI EEACH GOLF) ECONOMIC D€VEIOPMENI CONSULTANT SERVICES PUSLIC SAFETY VEHICAL ACCESSORIES PRE QUATIFITD PO STANDAROIZATION VARIABLE FREQUENCY DRIVES PUMP STA A&E SERVICES.CAPITAT RENEWAL&REPTACEMTNT PRO]ECIS DISASTER RECOVERY SERVICES A&E SERVICES CAPIIAI. RENEWAL&REPLACEMENT PROIECTS TEMPORARY STAFFING SERViCES ARCHITTCTURE & ENGINEERIN6 SERVICES A & T STRVICES HISTORIC DISTRICT RESILIENCY & ADAP MERCHANT INDUSTRY CONSUL]ING SERVICES A&E SERVICES,CAPIIAT RENEWAL&REPLACEMENT PROITCTS TEMPORARY STAFFING SERVICES A&E SERVICES,CAPITAT RENEWAL&REPLACEMENT PROJECTS VARIOUS CEI SERVICEs ON AN A5 NEEOED BASIS A&E SERVICES CAPITAL RENEWAL&REPLACEMENT PROJECTS A&E SERVICES,CAPITAL RENEWAL&REPLACEMENT PROJECTS A&E SERVICES.CJPITAL RENEWAL&REPLACEMENT PROJECTS A&E SERVIC€S ON AS,NEEDED.BASIS REMOVAL & DISPOSAVCONSTRUCIION DEBRIS & ASPHALT FOR THE PURCHASE OF AGGRE6ATE, TOP SOIL, AND SAND A&E SERVICES ON AS,NIEDED.BASES FIRE ATARM SYSIEMS CITY WIDE {PRE QUALIFIED POOL} A&E SERVICES.CAPITAT RENEWAL&REPLACEMENT PROJECIS A&E SERVICES.CAPITAT RENEWAL&REPLACEMENT PROJECTS A&E SERVICES.CAPITAT RENEWAL&REPLACEMENT PROJECTS A&E SERVICES CAPITAI. RENEWAL&REPLACEMENT PRO,IECTS A&E SERVICES CAPI]AI- RENEWAL&REPLACEMENT PRO,IECTS URBAN FORESTRY MASIER PI.AN DEVEIOPMENT CITYWIDE GEOTECHNICAL & LABORAIORY TESTING SERVICT PORTASLE FOOD CONCESSION AND BAR CARTS A&E SERVICES-CAPITAL RENEWAL&REPLACEMENT PROJECTS MASTER DESI6N CONSUTTANT INTERGRATED WATER MN6T HVAC CONTROE MAINTENANCE AND REPAIRS HVAC CONTROTS MAINTENANCE AND REPAIRS HVAC CONTROTS MAINTTNANCE AND REPAIRS WATERPROOFINGARAFFIC COA]IN6 5ERVICES 16TH GARAGE 17 STREET GARAGE 40 YRS. STRUCTURAT RECERTIFICATIO BUILDING/SPECIALTY TRADE CONTRACTORS/MINOR PROJECT WATER/SANITARY/STORM&STREET I-IGHT UTILITY LOCATOR REAL ESTATE APPRAISAL SERVICES (PREQUALIFIED POOL) VALET PARKING 5RV/THE FILLMOREIACKIE GLEASON/MBCC SUNSET ISLANDS I& II GUARDHOUSE MBCC FOOD SERVICE EQUIPMENT ELECTRICAL SERVICES CITYWIOE INTELTIG ENT TRANSPORTATION & SMART PARKING SYSTEM FIRE ALARM SYSTEMS CITY WID€ (PRE QUALIFIED POOT) REAL ESTATE APPRAISAL SERVICES (PR€QUALIFIED POOT) REAL ESTATE APPRAISAL SERVICES (PREQUALIFIED POOT} THE ACT AND CULTURAL PROG PI-ANNING OF TUMMUS PARX WATERPROOFINGIRAFFIC COATING SERVICES 17ST GARAGE PRINTING AND BULK MAIKING SERVCIES FOR M8 MAGAZINE TI.ECTRICAL SERVICES CITYWIDE ESPANOLA WAY BOTLARDS MAINTENANCE VALET PARKING SRV/THE FITLMORE/ACKIE GIEASON/MBCC ALTO DEL MAR PIAYGROUND EQUIPMENT AND SHADES INDIAN CREEK DRIVE A&E SERVICES FOR MIXED USE PARKING GARAGES SHIP REHABILITATION PROIECT COST CONTROT & RECOVERY AUDIT S€RVICES PaSei 4 of 12 CITY OF MIAM! BEACH ACTIVE CONTRACTS CONTRACTfl VTNDOR 1a-277 -Ot 15-052-01 19-249,01 19-298-01 18-014-01 15 29008 19.067.02 18-183-01 18-183-06 18-183-07 19 319-01 19-135-07 19 048,01 19 111 01 17 -O2A-04 18-141-12 17-242-01 19,084-03 ta-211-02 17,208-01 18,300-04 18-300,10 18-300,06 19-015-01 19-084-04 16-29311 18,300-03 19,397,01 18-300-01 18-300,09 19,208-01 18-234-01 18-141-25 14-346-17 15,160-01 17-016-03 18-040-07 18-218-01 15-086-01 17-105-01 16-128-01 19-002-01 17-130-01 16-050-02 16-048-02 17-079-01 13-178-01 14-146-22 15-115-01 t4-28746 19-30884 14-346,23 16-127-01 13-2il-O7 17 -29760-2 14 168-01 14-080,03 18-124-05 19-011-05 t5-240-02 18,141-10 CONTRACT DESCRIPTION (2142) ROSTAN SOTUTTONS, rtc (216) INTEGRITY TRADE SERVICES LLC (2168) CERTTFTED ROOFTNG SPECIAUSTS tNC (2173) WEATHER GUARO INDUSTRIES SMI/METALs (2199)ORrON OI-, Lr-C. (2204)SOUTH POTNTE CAFE t-t-C (2214) AQUATTC CONTROL GROUP, rNC. (2218) CTMTNO REAr GROUP rNC (2239) THUNDER DEMOr-rT|ON rNC (2244) PARACON CONSTRUCTTON UNUMTTtD rNC (2248) DANZ CONTRACflNG, LLC. (22s5)TRUE HAUL, r-LC (2261) MCGRtFF, SErBEL5 & WTLLTAMS, rNC. (2264) FORENStS TECHNOtOGTES LLC (2269)WSP USA rNC (229) ESS €NGTNEERTNG, rNC. (2294lTHE SOUTHERN GROUP OF FLORTDA, rNC. (2299) WtLIDAN FtNANC|AL SERVTCES, rNC. {230s}TETRA TECH, rNC. (2318)TRANE Us, rNC (2320) GLOEAt SECURTTY PRODUCTS, rNC. (2321) WATERLEAF INTERNATIONAT LLC (2323) HALTFAX SECURTTY, tNC. (2336) LONGTTUDE SURVEYORS, LtC (2337) DAEDATUS CAPTTAT rLC (23s4)WTNDCAVE rNC. (2361) ER TECH SYSrEMS GROUP rNC (2362) HONEYWELT TNTERNATtONAt rNC (2374) 330 AM TECHNOLOGTES tLC (237s) SMARTECH SECURTTY, CORP. (2388) WANNEMACHER IENSEN ARCHTTECTS, tNC. (24021 rsr WATER COMPANY (2404) KCr rECH NOLOGTES, rNC. (2404) KCr TECH NOLOGTES, rNC. (2404) KCI TECH NOLOCtES, lNC. (2505) 8OB',S BARRTCAOES, rNC. (2526) THERMAL CONCEPTS, rNC. (254) €AST COAST MULCH CORP (2540) rHE rMAGE NETWORX rNC (274) rRT CONSTRUCTTON CO (274) lRr CONSTRUCTTON CO (274) rRr CONSTRUCTON CO (2869) PETERSON',S HARL€Y-oAVTDSON OF MrAMr (287)AFA PROTECTTVE SYsTEMS tNC (288)CON0O ETECTRTC MOTOR REP {288)CONDO ETECIRIC MOTOR REP {2985) WASTE MANAGEMENT rNC Of FLORTDA (3309) KTMLEY,HORN AND ASSOCTATES, rNC. (3309) KTMLEY-HORN AND ASSOCTATES, rNC. (34609) AXON ENTERPRTSE rNC (34609) AXON ENTERPRTSE tNC (34796) APT|M CORP. (348) HERC RENTALS rNC (348) HERC RENTALs TNC (34882)AIECA SYSTEMS HOLDTNGS LtC (34990) ENTERPRTSE ELECTRTCAL CONTRACT (34990) ENTERPRTSE El-ECTRtC-AL CONTRACT (34990) ENTERPRTSE El-ECTRTC-AL CONTRACT (34990) ENTERPRTSE Et-ECTRTCAL CONTRACT (35)SAVINO & MttLER DEStGN STUDtO PA (35)SAVTNO & MttLER DESTGN STUDTO PA DISASTER DEBRIS MONITORING SERIVCES TEMPORARY STAFFING SERVICES ROOF REPTACEMENT THE FITLMORE THEAIER MIAMI BCH MIAMI CITY BALLET ROOF REPLACEMENT PICX UPIDEI-IVERY OF UNI.EADTD GASOLINE/DIESEL FUEL CONCESSION I-OCATED IN SOUTH POINTE PARK ROUTINE/EMERGENCY WATERWAYCLEANUP/DTBRIS REMOVAL CITYWIDE DEMOTITION SERVICES CIIYWIDE DEMOLITION SERVICES C YWIDE DEMOLITION SERVICES NAUTILUS NEIGHBORHOOD TRAFFIC CATMING PROIECT FOR THE PURCHASE OF AGGREGATT, TOP SOII- AND SAND INSURANCE BROXER OF RECORO DOCUMENT SCANNING SERVICES VARIOUS CEISERVICES ON AN AS NEEDED BASIS A&E SERVICES-CAPITAT RENEWAT&REPLACEMENT PROJECIS STATE TE6ISLATIVE CONSUI.TING SERVICES ECONOMIC DEVETOPMENT CONSUTTANT SERVICES OISASTER DEBRIS MONITORING SERIVCES HVAC PROOUCIS, INSTATLATION SERVICES & R€LATED PRO PURCHASE OF CLOSE CIRCUIT TVs CAMERA EQUIPMENT PURCHASE OT CLOSE CIRCUIT TVS CAMERA €QUIPMENT PURCHASE OE CLOSE CIRCUIT TVS CAMERA EQUIPMENT SURVEYING AND MAPPING SERVICES ECONOMIC DEVETOPMENT CONSUTTANT SERVICES GATEWAY PROVIDER OF CRTDIT CARO PROCESSING SERVICE PURCHASE OF CLOSE CIRCUIT rys CAMERA IQUIPMENT CONVENTION CENTER RENOVATIONS (MBCC AH] TCO) PURCHASE OF CTOSE CIRCUIT TVS CAMERA EQUIPMENT PURCHASE OF CTOSE CIRCUIT TVS CAMERA EQUIPMENT A & E DESIGN SERVICES FOR A NEW FIRE STATION NO 1 REVENUE ENHANCEMENT STUDY FOR UTIIITIES A&E SERVICES CAPITAT RENEWAL&REPLACEMENT PROIECTS A&E SERVICES ON AS,NEEOED.BASIS CONSTRUCTABILITY COST & VALUE ENGINEERING SERVICES BARRICADES & TRAFFIC CONTROT EOUIPMENT RENTAL5 HVAC CONTROts MAINTENANCE AND REPAIRS EASTCOAST MULCH MASTER PLANNER OF THE NORTH BTACH DISTRICT MIDDLE BCH RECREATIONAT CORRIDOR PHASE II SEC 2 MIDDLE BEACH R€CREATIONAT CORRIDOR PH II SECTION I MBRC PHASE III FROM 24TH TO 45TH STREET LEASING OF POLICE MOTORCYCLES FIRE ALARM SYSTEMS.MONITORING SERVICES, INSPECTION ELECTRIC MOTOR REWIND PUMP ERPARIS & MAINTENANCE WETDIN6 REPAIRS, MACHINE SHOP & METAL FABRICATION COMMERCIAL & RE5IOEI'ITIAL WASIE COLLICTION & DISPOS A&E SERVICES ON AS.NEEDED.BASIS TRANSPORTATION M6MT 5Y5 & PARKING MGMT SYs TASER BODY CAMERAS EODY WORN CAMERAs & CONDUCTED ENERGY WEAPONS A&E SERVICES ON AS-NEEDED.BASIS INDUSTRIAL EQUIPMENT AND TOOL RENTAL U5 COMMUNITIES, MRO GOODS & SERVIC€S CITYWORKS SOFTWARE INSPTCTION ANO MAINTENANCE OF PARKING LOT LIGHTING ITICTRICAL STRVICES BUILDING/SPECIATTY TRADE CONTRACTORS/MINOR PROJECT ELECTRICAL SERVICES CITYWIDE A/E MID BEACH COMMUNITY PARX (PAR3) A&€ SERVICES.CAPITAT RTNEWAT&REPLACEMENT PROJECTS o o o Page:5 of 12 CIW OF MIAMI BEACH ACTIVE CONTRACTS CONTRACT' VENOOR CONTRACT DESCRIPTION 25-11/12 e:r 17-290-01 l9-092-01 15-O42-Ol 16-204-01 16,057-01 16-057-02 15-146-01 14-346-12 s2-11/12-A 18-383-01 17 -O11-O2 18-028-03 19-007-02 A-22-00/01 15-097-01 17-038-02 15-028-01 15-034-01 17-019-05 18-097-08 17-1r/12-B 17 -016-02 11-247 -01 18-033,03 16-111-01 #.r 18-394-01 18-30319-1 19 175-01 19-194,01 19-202,01 19-131-01 19-148-01 19-288-01 18-212-01 18-230-01 18-231-01 20-035-01 19-173,01 1-07-11112 18-033-01 76-717-O1 19-235-01 19-236-01 15-137-01 13-145-04 13-113-01 15-042-02 19,136 03 17,280,01 (35065) SAFETY SHOE DTSTRTBUTORS, LtP 135093)ATtANTTC PAVTNG CO, rNC (35093)ATt-ANrC PAVTNG CO, rNC (35203) R5M U5 LLP {3s203) RSM US LrP (35204) ABC TRANSFER INC, (35321) r(VC CONSTRUCTORS, rNC. 1357) CROSSROADS SDr rNC {358) DTGTSTREAM SOUTH FLORTDA rNC (3598) SP PLUS CORPORATON (351) MASER CONSULTTNG PA (3690) BERMELLO, AJAMIL & PARTNERS INC. (3801) WALKER PAR(ING CONSUI-TANTs/ ENGINEE (382) ROOF MANAGEMENT SOLUTTONS LLC (38853) MASTER DOOR CORPORATTON (3908) SOLO PRTNTTNG Lt-C (39724) BOUCHER BROTHERS MrAMr BEACH, LLC (3997) COMMERCTAT ENERGY SPEctAl-rsrs rNC (42663) UNDER POWER CORPORATTON (429) FEDERAL EXPRESS CORP (430) PM AM CORPORATTON (432)GETTING GREEN PLANT SERVICE INC (43268) UNtVERSAI ENGTNEERTNG SCTENCES rNC (43268) UNtVERSAI ENGTNEERTNG SCTENCES rNC (43321) ArL AMERTCAN BARRTCADES CORP {43341) TEAM CONTRACTTNG, rNC (43341) TEAM CONTRACTTNG, rNC (43341) TEAM CONTRACTTNG, rNC (43341) TEAM CONTRACTING, INC (43341) TEAM CONTRACTTNG, rNC (43341} TEAM CONTRACTING, INC (43341) TEAM CONTRACTTN6, rNC (43341) TEAM CONTRACfl NG, rNC (43341) TEAM CONTRACTTNG, tNC {43341) rEAM CONTRACTTNG, rNC {43341) TEAM CONTRACTTNG, rNC (43341) TEAM CONTRACTING, INC (43341) TEAM CONTRACTTNG, rNC (43341) TEAM CONTRACTTNG, tNC (43341) TEAM CONTRACTTNG, rNC (43341) TEAM CONTRACTING, INC (43341) TEAM CONTRACTTNG, rNC (43341) TEAM CONTRACTTNG, rNC (43341) TEAM CONTRACTING, rNC (43401) SHARP ELECTRONTCS CORPORATTON (43426) MErRO EXPRESS, rNC. (43426) METRO EXPRESS, tNC. (43426) METRO EXPRESS, tNC. {43426) M€TRO EXPRESS, rNC. (43426) METRO EXPRESS, rNC. (43469) ENVTROWASTE SERVTCES GROUP, rNC. (43469) ENVTROWASTE SERVTCEs GROUP, rNC. (43550) F|-ORTDA SUPERTOR SAND, rNC (43550) FtORr0A SUPERTOR SAND, rNC (43661)THE DRS GROUP (43726) G,rEC €QUTpMENT SERVTCES, r-r-C (43727) GEC ASSOCTATES, rNC. (43828) BCA WATSON RrCE LLP (43875) PRO,GROUNDS PRODUCTS, rNC (43905) GOOoyEAR TrRE & RUBEER COMPANY (43926) STANLEY CONVERGENT S€CURTTY PURCHASE OF PUBLIC SAFETY SHOES PAINTING & STRIPING OF DEDICATED BICYCLE LANES PAINTING & STRIPING OF OIDICATED BICYCLE LANES CITY WID€ FRAUD RISK ASSESSMENI AUDITING SERVICES AG6RE6ATE TOP SOIT AND SAND COTLINS PARI( PAR(ING GARAGE INVESTIGATION, BACKGROUND TORT LIABILIW CI.AIM5, W INVESTIGATION, BACKGROUND TORI LIABILI CLAIMS, W PARKING ATTENDANTS FOR CITY PARKING GARA6E A&E SERVICES ON AS.NEEDED.BASIS VARIOUS CTI SERVICES ON AS NEEOED BASIS PARKING ENFORCEMENTOPERATIONS REVIEW ROOFING CONSUTTANT SERVICES IN AN AS NEEDED BASIS DOOR REI-ATEO REPAIR, REPLACEMENT,PREVENTIVE MAINT PRINTING AND BUTX MAILING 5ERVICES FOR MB MAGAZINE coNcEsSroNs - vARrous LocATroNs POOL EQUIP, REPLACEMENT, MAINT, ANO REPAIR MAINT€NANCE OF STRE€I I-IGHTs ON STATE ROADS IN CMB STATEWIDE & GI-OBAL COURIER SERVICES FIR€/POLICE FAl.sE ATARM EILI.ING SYSTEMS IREES, PALMS AND PI-ANT MATERI4l'5 CITYWIDE GEOIECHNICAL & LABORATORY TESTING SERVICE GEOTECHNICAL & LABORATORY IESTING BARRICADE5 & TRAFFIC CONTROT EQUIPMENT RENTAL BAYSHORE NO, PERMANENT SIGNAGE & STRIPING PROJECI, PURCHASE OF CONCRETE CURBING/SIDEWATK CONSTRUCIION PURCHASE OF CONCRETE CURBING/SIDEWAI.XS CONSIRUCTIO LGBT CROSSWALX PROIECT BU ILDING/SPECIAT TRAOE CONTRACTS FOR MINOR PROJECT FLAMINGO PARK,FITNESS ZON€ PRO'ECT PURDY BOAT RAMPS 50 POINTE PARK REMEDIATION - PEDESTRIAN WALXWAY IM EAYSHORE DR, SUNSET ISLANOS 3 & 4 PARK TANDSCAPE, ALTISON PARK EOTLARDS REPLACTMENT POCKET PARK PROJECT FLAMINGO PARK BASTSALT OUTFIEI-D NETTING FLAMINGO PARK POOL PIAYGROUND CONVENTION CENTER RENOVATION (140 SIEEL EOLLARDS) STRUCTURAL REPAIRS AT THE FILI.MORE JACKIE GI.EASON OCEAN RTSCUE 79TH ST SUS STATION HEADQUARTERS 28TH STRETT O8€LI5K RESTORATION PROJECI SOUTH POIN] MISCELLANEOUS IMPROVEMENTS SANITATION INTERIOR REPTACEMENT TEASING OF COPIERS SHARP COPIERS PURCHASE OF CONCRETE CURBING/SIOEWALK CONSTRUCTION CONST PO TO METRO FOR E5P WAY CONV STW WSHNGT&DREX CRESPI PARX PROJ€CT STITLWATTR PARK PROIICT PLAYGROUND SURFACES AND BONDED AGGREGATE STORM PIPE CI.EANING AND CCTV ROUTINE ANO EMERGENCY REPAIRS FOR WATER AGGREGATE TOP SOII- AND SAND FOR THE PURCHASE OF AGGREGATE, TOP SOII- AND SAND BACKFII-E CONVERSION AND SCANNING SERVICES G.TEC EQUIPMENT SERVICES CONSTRUCTION FOR ATLISON PARX AUDIT SVCS FOR RESORTTAXESAND INTERNATAUDIT FOR THE PURCHASE Of AGGREGATE, TOP SOIL, AND SAND TIRES AND OTHER RELATED SERVICES SERVICE AND MONITORING Of SECURITY ALARM SYSTEMS tr -01 -01 '04 Pa8eiS of 12 19,13644 16-021,01 18-131-01 CITY OF MIAMI BEACH ACTIVE CONTRACTS CONTRACT# VENOOR CONTRACT DESCRIPTION 14-059,01 r-01,09/10 18.011-02 14-080-02 18-124-01 19-011-02 17-30130 17 -29181 18-153,02 18-154-01 15-093-03 13-126-01 t5-177 -O1 18,097-04 13,405 02 20,043 01 18-30627-1 14-002-01 14 27547 1t -070-o2 17-016-01 14-195{4 16,084'01 41-11/1.2 18-046,03 15-145-01 1-02-08/09 44-07108 15,062 01 17,051,01 t4-346-14 o-01,09/10 18-027,01 18-141-29 16 170-01 14-346-31 18,141-21 18-097-07 17-11/12-A 17-155-02 14-346-16 17-238-01 19-219-01 16-052-01 17-139-01 15-112-03 15-009-01 7-10/17 17-133-01 16-O42 15-29132 14,253-01 16,201 01 15-205-01 18-30415-1 Q-01-09/10 14-346-21 17 025-01 16-29424 37 -07 /O8 1'1.223,02 (43957) GLOBAL SPECTRUM LP (44114) BRUCE HOWARD & ASSOCTATES (44140) AGC EtECTRTC rNC. (44140) AGC EtECTRTC rNC. (44140) AGC EtECTR|C tNC. (44140) AGC EtECTRtC rNC. (44193)AT&T CORP {44193)aT&l CORP {44193)AT&T CORP {44193} AT&T CORP {44355) MITTENNIUM RELOCATION SERVICES INC (44394) tMMtX TECHNOTOGY, tNC. (445)BTINK NETWORK LLC (44507) NUTTTNG ENGTNtERS OF FLORTDA, tNC (44656) FURNTTURE LETSURE rNC. (44838) HARBOUR CONSTRUCnON, rNC. (ir4838) HARBOUR CONSTRUCTION, lNC. (i14856) TRANsvAtu E, lNc (44893) SFM SERVTCES, rNC. (44893) SFM SERvTCES, rNC. (44897) ROADSAFE TRAFFTC SYSTEMS, rNC (,14955)EtAN tAWN & TANDSCAPE StRVICES (45039) UNUM UFE TNSURANCE COMPANy OF AMER (45045) BLU€ WATER MARTNt SERVTCES, rNC. (4s085) NPEE L C (45432)A QUTCX BOARD-UP SERVICE, tNC. (45454) CONDUENT STATE & LOCAL SOtUTtONS, I (45552) DECO ErxE rrc (45683) AM ERESCO, rNC. (45588) OAC ACTTON CONSTRUCTTON, CORP (45750) EISCAYNE ENGTNEERTNG COMPANY, lNC. 145755) E SCTENCES,TNCORPORATED (45755) E SCTENCES,TNCORPORATEO {45755) E SCTENCES,TNCORPORATED (45755) E SCTENCES,INCORPORATED (45755) E SCTENCES,TNCORPORATED (45759) EASTERN ENGINEERING GROUP COMPANY (4582) WTNGERT€R |-ABORATORTES rNC {4582) WTNGERTER LABORATORTES rNC (45842) BEN0ER & ASSOCTATIS ARCHTTECTS PA {45842) BENDER & ASSOCTATES ARCHTTECTS PA {460) HOYT ARCHITECIURE LAB, INC (46026)THE CAT NETWORK, INC. (46270) RrC-MAN CONSTRUCflON, rNC. (46373) DTAMON0 R FERTI-|ZER CO rNC (464) HARRIS, ROTHENBERG INTERNATIONAL IN (46422) EQ. THE ENVIRONMENTAI QUALITY COMP (46466)DAVTD MANCtNt& SONS, tNC. (46456)DAVTD MANCINt& SON5, tNC. (45465) DAVTD MANC|NI& SONs, tNC. (46466) DAVID MANC|NI& SONS, lNC. (46466)DAVID MANC|Nt& SONS, tNC. (46465) DAV|D MANCTNT & SONS, rNC. (45456) DAVTD MANCtNt & SONS, tNC. (465)FLORtDA POWER & t-IGHT (46s25)EDSA, rNC. (45528) BRTNDLEY PTETERS & ASSOCTATES tNC (46535) RBC CAPTTAL MARKETS, LLC (46585) BtG WtRE[ESS, LLC (45585) BtG WtREIESS, LLC 1466) GREYSON COMMUNTCATTONS rNC CONVENTION CENTER MANAGEMENT ARCHIIECTURE & ENGINEERING SERVICES TRAFFIC SIGNAT IMPROVEMENT & REPAIRS ELECTRICAT SERVICES BUILDING/SPECIATTY TRADE CONTRACIORS/MINOR PROJECT ELECTRICAT SERVICES CITYWIDE VOICT AND DATA TELECOMMUNICATION SERVICES W AT&T CITY'S VIPER 911 SYSTEM WIDE AREA NETWORK ("WAN") SERVICES TELECOMMUNICATION5 SERVICES FOR MOVING SERVICES MAINTENANCE OF TEIESTAFF SETF SERVC ETECTRIC VEHICLE CHARGING STATION CITYWIDE GEOTECHNICAL & LABORATORY TESTING SERVICE PURCHASE OF DOG I.I]TER BAGS & DISPTNSERS 42ND SI,GARAGE CONCRETE REPAIR/PAINTING SUPPLYM€NT 42ND ST GARAGE CONCRETE REPAIR AND PAINTING FOR ARMOREO CAR SERVICES GROUNDS MAINTENANCE . ROW PARKING FACILITIES IANITORIAL STRVIC€S EARRICADES & TRAFFIC EQUIPMENT RENTALs GROUNDS MAINTINANCT SERVICES ADMIN OF THE CITY'S ANCITLARY HEALTH BENTFITS EMPL REMOVAL AND DISPOSAt OF DERELICI VESSET LAW ENFORCEMENT EQUIP AND SUPPLIES,MDC 1088 EMERGENCY BOARD.UP & SECURING SERVICES RED TIGHT VIOLATION CAMERA ENFORCEMENT SELF SERVICE BICYCLE RENTAT PROGRAM ENTRGY CONSERVATION MEASURES PARXING DEPARTMENT BUITDOUT, 1833 BAY ROAD A&E SERVICES ON AS,NEEDED BASIS ARCHITECTURE & ENGIN€ERING 5ERVICES GEOIECHNICAL ENGINEERIN6LABORAIORY TESTING MECC A&E SERVICES.CAPITAL RENEWAL&REPTACEMENT PROJECIS GTOBAL POSITIONING SYSTTM TREE INV€NTORY SERVICTS A&E SERVICES ON AS-NEEDEO,BASIS A&E SERVICES,CAPITAL RTN€WAL&REPLACTMENT PROJECTS CITYWIDE GEOIECHNICAI- & LABORATORY TESTIN6 SERVICE GEO]ECHNICAt & IABORATORY TESTING A & € SERVICES HISlORIC DISIRICT RESIIIENCY & ADAP A&E SERVICES ON AS-NEEDED.BASIS COMPUTER VISUALIZATION SERVICES FOR TRANSPORTATION TO PROVIDE LOW COST SPAY AND NEUTER SERVICES OESIGN BUII-O SERVICES STORMWATER PUMP STATION 19TH FERTILIZERS PREQUALIFICATION WELI-NESS SERVICES FOR ACTIVE EMPLOYEES HAZARDOUS & NON HAZARDOUS WASTE NEIGHBORHOOD NO. 1. BISCAYNE POINT EMERGENCY CONNECTION TO 50 POINT OUTFATT & REPAIRS NORTHEAST CORNER CONVENTION CENTER PUMP STATION WASHINGTON AVENUE DRAINAGE IMPROVEMENTS 54" REDUNDANT SWER FORCE MAIN INDIAN CREEK STORM WATER IMPROVEMENTS FLAMIN60 PARX NEIGHBORHOOD D/S INFRASTR PHASE II SEAWAI-T BOTANICAT GAROEN/COLTINS CANAL CORRIDOR PR ARCHITECTURE & ENGINEERING SERVICES ARCHITECTURE FINANCIAL ADVISORY SERVICES CIryWIDE WIRETESS INFO NETWORK USE FOR CMB POLICE A MICROWAVE RAOIO SYSTEM GENERAL PURPOSE COMMERCIAL IT EQUIPMENT SOFTWARE o o o Paget 7 ol 12 CITY OF MIAMI BEACH ACTIVE CONTRACTS CONTRACIf VENOOR 55-08/09 C CONTRACI DESCRIPTION e 06 -04 14-195-01 49 11/12 17 11r 01 17 -132-O1 t3-113-02 13-060-01 13-251-01 14 346 01 47-11112 3 14 116 01 ss 08/09 14 143 LR 17 -139-O2 15-045-0S 14-346-30 13,305-01 16-149 05 13-215-01 21-10/11 18-045-04 17 034 01 15 013 02 46-10/11 19-71/12-A 15- 144-04 #.:t 15-043-02 15 160 03 15 144 01 17-007-01 17-018-05 44-10111 18-034-03 19-11/12-S l5-144-03 15-149-04 18-30465 18 30455 2 19-067,01 14-346-03 17-095-02 15-004-02 15-050-01 18-240-01 1A-240-O2 18-240-05 18-240-05 1A-240-O7 18,240-08 18,240-09 fr'i; 18,300,02 14-069-02 17-039,02 (46604) GANNETT FLEMTNG, rNC. (46604) 6ANNETT FLEMTNG, rNC. (46637) BRTGHWTEW tANDSCAp€ SERVTCES, rNC. (46637) BRTGHTVTEW tANDSCIPE 5ERV|CE5, rNC. (46641) |-ANZO CONSTRUCTION CO., FLORTDA (46641) LANZO CONSTRUCTTON CO., FLORTDA (45541) LANZO CONSTRUCflON CO., FLORIDA (46641) LAN20 CONSTRUCTTON CO.. FtORTDA (46541) LAN2O CONSTRUCTTON CO., FLORTDA (46641) |-ANZO CONSTRUCTTON CO., FLORIDA (46643) BCC EN6INEERTNG, rNC (46671) BTSCjYNE IOWTNG & SALVAGE, rNC (47020) FLORIDA TRANSPORIATION ENGINEERING, (47020) FLORTDA TRATiSPORTATTON ENGtNEERING, (47034) MUNTCTPAL EMERGENCY SERVtCES, lNC. (47096) STTEONE LANoSCAPE SUPPLY (47096) STTEONE LANDSCAPE SUPPLY (47103) PURE TECHNOLOGTES U5 rNC (4713) CENTRAL FLORIDA EQUIPMENT RENTALs, (47181) DEERE CREDtT, tNC. (47250) MTLLTKEN DESTGN rNC. (47316)lAME5 B. PTRTIE CONSTRUCTTON COMPAN (47337) LOU',S POUCE D|STRtBUTORS, tNC. (47728) St6NAL TECHNOLOGY ENTERPRTSES, tNC. (477,14) G4S SECURE SOLUTIONS {USA) INC (47881)T2 SYSTEMS CANADA rNC. (47954) QUEST CORPORATION OF AMERICA INC (47954) QUIST CORPORATION Of AMERICA INC (48003) CANON FTNANCTAL SERVTCES, rNC (480191 MTDWEST MEDTCAt 5UPPLY (48046)CROWE LrP (48046)CROWE Lr-P {48077) U.S. COST TNCORPORATED (48089) TNFtNtTE SOURCE COMMUNTCATTONS GROU {48120) ARPEGGTO ACOUSTTC CONSUTTTNG (48143)CORt AND MAiN LP (48168) SETTOLr lRAorNG CORP {48223) RONAT-D GTBBONS CORP (48241) MEDrA R€LArONS GROUP, LtC (48241) ME0rA R€LAT|ONS GROUp, u-C (48357)TCF tQUTPMtNT FTNANCE rNC (48357) TCF EQUTPMENT FTNANCE rNC (48357) rCF EQUTPMENT flNANCE tNC (48406) ADVENTURE ENVTRONMENTAT rNC. (48421)CRAVEN THOMPSON & ASSOCTATES, rNC. (48501) THE TERMINIX INTERNATIONAL COMPANY (4851S)Ar-L FrRE SERVTCES rNC (48S171 FrRE ALARM SYSTEMS & SECURITY rNC (48517) FrRE ALARM SYSTEMS & SECURTTy rNC (485171 FrRE ALARM SYSTEMS & SECURTW rNC (48517) FrRE ALARM SYSTEMS & SECURTTy rNC (48S17) FrRE ALARM SYSTEMS & SECURtTy tNC (48517) FrRE ALARM SYSTEMS & SECURtTY tNC (48517) FtRE ALARM SYSTEMS & SECURTTY tNC (48517) FIRE ALARM SYSTEMS & SECURITY INC (48517) FtRE ALARM SYSTEMS & SECURTTY rNC (48517) FtRE ALARM SYSTEMS & SECURTTY rNC (48517) FrRE ALARM SYSTEMS & SECURTTY rNC (48727) B & H FOTO & ELECTRONICS CORP. (488)ANTXTER rNC (48892) HABER & SON'S PTUMEING, INC TRANSPORTATION PTANNING & TRAFFIC ENGINEERING SERV GENERAT TRANSPORTATION PLANNING & IRAFFIC ENGINEER 6ROUNDS MAINTENANCE.ROW PARXING FACITITIES 6ROUNDS MAINTENANCE SERVICTS VENETIAN ISTAND RIGHT-OF WAY 72 STORMWATER PIPE ALONG 17TH SI AND WASHIN6TON A TMERGENCY DRAINA6E OUTFALL 34 STREET / CHASE AVE ROUTINE AND EMERGENCY RTPAIRS FOR WATER SUNSET HARBOUR PUMP STATION DESIGN BUITO PALM & HIBISCUS ROW A&E SERVICES ON AS.NETDED BASIS REMOVAL ANO DISPOSAL OF DERELICT VESSEL TRAFFIC ENGINEERING CONSULTING 5€RVICEs TRANSPORTATION PLANNING & TRAFFIC ENGINEERING SERV WE8 BASED TRAINING SYSTEM FERTILIZERS PREQUALIFICATION WEED KITLERS AND PESTICIOES A&E SERVICES ON AS.NEEDEO.BASIS DESIGN BUITD SERVICES FOR R,O.W, TEASE OF GOLF COURSE TURF MAINTENANCE EQUIPMENT FLOORING WITH RETATED EQUIPMENT AND SERVICES PRE.CONSTRUCTION SVC FOR PROPERTY MGMT LAW ENFORCEMENT EQUIP AND SUPPLIES,MDC 1088 PUBLIC SAFETY VEHICLE ACCESSORIES PRE,OUAT POOL SECURITY OFFICER SIRVICES MUI-TI.SPACE PAY STATIONS PUBLIC INFORMATIONS SERVICES PIO SVCS ON ROW & FACILITIES CONST PROJECTS PRODUCTION PRINTING MACHINES MEDICAI SUPPTIES AND RELATEO ITEMS AUDITING SERVICES AUDIT SVCS FOR RESORT TAXIS ANO INTERNAI- AUD CONSTRUCTASITITY COST & VALUE ENGINEERING SERVICES PIO SVCS ON ROW & FACILITIES CONST PROIECTS NOIS€, ACOUSTIC AND SOUND CONSUTTING SERVICES PIPE & fITTINGS FOR WATER & WASTEWATTR PREQUAL VENDING MACHINE CONCESSIONS FENCING SERVICES PUELIC INFORMATION SERVICIS PIO SVCS ON ROW & FACITITIES CONST PROJECIS TEASE OF GOLF COURSE TURT MAIN]ENANCE €QUIPMENI TEASE OF GOTF CARTS & GPs EQPT LSE ,MB GOLF CLUB LEASE OF GOTF C.ARTS & GPS EQPT I-SE-NORMANDY SHORES ROUTINE/EMERGENCY WATERWAYCLEANUP/DEERIS REMOVAT A&E SERVICES ON AS.NEEDED.BASIS PEST CONTROL FOR ANNUAL INSPECTION, TESTING, CERTIFICATION, REP FIRE ALARM SYSTEMS-MONITORING SERVICES, INSPECTION FIRE ALARM SYSTEMS CITY WIDE/13TH STREET PARKING G FIRE ALARM SYSTEMS CITY WIDE (PRE QUALIFIEO POOL) FIRE ALARM SYSTEM 42TH STREET PARKING GARAGE FIRE ATARM SYSTEM 7TH STREET PARXING GARAGE FIRE ALARM SYSTEMS FOR FIRE STATION f 2 FIRE AI-ARM SYSTEMS FOR FIRE STATION # 3 FIRE ALARM SYSTEMS FOR HISTORIC CITY HALL FIRE ATARM SYSTEMS FOR PAL BUITDING FIRE ATARM SYSTEMS FOR POTICE HQ & PARKING GARAGE FIRE ALARM SYSTEMS FOR FLEET/SANITATION BUILDING PURCHASE OF CLOSE CIRCUIT TVS CAMERA EQUIPMENT LI6HT POLES, FIXTURES AND BASES PLUMBING SERVICES Page: 8 of 12 CONTRACT# VENDOR CONTRACI OESCRIPTION 15 267 01 17 215 02 17 -261-01 17 049 05 19,144-00 15-090-02 18-10523 18-007-01 17 049 02 17-095-01 s2-71/72 14,346,15 17-O28-O2 15-016-01 35-10-11-1 18-038-02 13-266-01 15-072-01 17-018-11 18-097-01 17-71/12-E 13-267 -O2 18-085-01 18-156-01 18 002 03 17-302-Ol 17-146-01 17-104-01 15 190,01 13 065 01 19-001-01 18 297,01 19,217 01 17-006,01 16-062 14-254-O2 18-040-02 14-066 02 17-009,01 13 269 ME 18,124 03 17-039,01 t3-177-Ot 17-139-03 19,136-02 18,183,05 13-185-01 14-154-01 14-086{1 18-039-01 14-158-02 14{80-01 17-038-01 19-011-01 14-180,02 13-157-01 18-183-02 16-097-01 41-11/72-1 14-142-O1 17 -293-02 CONSTRUCTION OF SEAWALI.S CITYWIDT THE CONSIRUCTION SEAWALLS TYPT II III IV CITY WIDE SEAWATT REPAIR FLEET MANAGEMENT PROJECT BUITDING/SPECIAI- TRAOE CONTRACTS FOR MINOR PROIECT SHIP REHABILITATION PROJECI FACITITIE5 MAINTENANCE SERVICES auToMAT|c vEHtctE LocATloN IAVL) SYSTEM SERVtCtS PERSONNEL TESTING & CONSUTTING SVCS/POLICE- FIRE BUILDING/sPECIAL TRADE CONTRACTS FOR MINOR PROJECT PEST CONTROL VARIOUS CEI SERVICES ON AS NEEDED BASIS A&E SERVICES ON AS,NEEOED.BASIS VARIOUS CEI SERVICES ON AN AS NEEOED BASIS A&E DESIGN SVCS FOR ALTOS DEL MAR PARK PROJ DESIGN PACXAGE PATM AND HIBISCUS CITYWIDE PRINTING AND BUTK MAILING SERVICES TITLED COMMERCIAL RECORDS MANAGEMENT LABORATORY TESTING & SAMPLING SERVICES PIPE & FITTING FOR WATER & WASTEWATER . PREQUAL CITYWIDE GEOTECHNICAL & LABORATORY TESTING 5ERVICE GEOTECHNICAL & LAEORATORY TESTING FUEL CARD PROGRAM MBCC FOOD SERVICE EQUIPMENT VALET PARKING SRV/THE FILTMORE/JAC(IE GLEASON/MBCC DISASTER RICOVTRY STRVICES coNSTRUCflON SERVTCES SURFACE LOT (1A) PENRODS ALTOS DEL MAR RESTROOM FACILITY EEACHWATK II PHASE II (3RD STREET TO 5TH STREET} MUSS PARK PAVITION EMTRGENCY MANAGEMENT ADMINISTRATIVE SUPP EMERGENCY MANAGEMENT ADMINISTRATIVE SUPPORT SERVC TRAFFIC SIGNS AND TRAFFIC CONTROL EQUIPMENT TELICOMMUNICATIONS STRVICES PUBUC SAFETY RADrO NETWORK (P25) TO DESIGN W AVE BRIDGE AND RECONSTRUCT DADE ELVD PUMPSTATION LOCATED AT 6TH,1OTH,14TH STR HVAC CONTROts MAINTENANCE AND REPAIRS HVAC EQUIPMENT, INSTALTATION, PARTS/SERV FURNISH INSTALL (VFDS)(VAVs) CMB POLICE DEPT JANITORIAL SERVICES CITYWIDE SUITDING/SPECIALTY TRADE CONTRACTORS/MINOR PROJECT PLUMBING SERVICES PARKING PAY-BY,PHON€ SYSTEM FERTILIZERS PREQUALIFICATION FOR THE PURCHASE OF AGGREGATE, TOP 5OIL, AND SAND CITYWIDE DEMOI.ITION STRVICES P25 MOBILE RADIO SYST€M CONSUI-TING SVCS TURNKEY TROLIEY OPER & MAINT SERVICES CITY.WJDE HIGH TIDE MITIGATION PROJECT FURNISH, DELIVERY, INSTL,MAINT,REPAIR G€NERAIORS INSPEC/MAINT OF PARKING LOI LIGHTING ETECTRICAL SERVICES MAINTENANCE OF STREET LIGHTS ON STATE ROAD IN CMB EI-ECTRICIL S€RVICES CITYWIOE EMERGENCY & HOMELAND SECURITY GYMNASIIC PROGRAM INSTRUCTOR CITYWIDE DEMOTITION SERVICES CONSULTING SERVICES PUBI-IC/PRIVATE (P3) WORXFORCE REMOVAI- AND DISPOSAI- OF DERETICI VESSEL DESIGN CRITERIA PROF SERVICES MBCC EMERGENCY SHETTER BEDS/SERVE HOMELESS POPULATION o o o Page: 9 of 12 CITY OF MIAM! BEACH ACTIVE CONTRACTS (48895) KEARNS CONSTRUCTTON COMPANY (48895) XEARNS CONSTRUCTTON COMPANY (48895) KEARNS CONSTRUCTTON COMPANY (48897)DELCONS rNC. (48897)DELCONS rNC. (48897)OELCONS rNC. (49} TRACK STAR INTERNATIONAL, INC, (49147) tNDUSTRtAt ORGANTZATTONAt SOt-UTTONS (49151)A & I ROOFTNG CORP (49197) HUTETT tNVtRONMENTAI SERVTCES, rNC. (49204) STANTEC CONSUTTTNG SERVICES (49204) STANTEC CONSUTTTNG SERVTCES (49204) STANTEC CONSUTTTNG SERVtCES (49204I STANTEC CONSUTTTNG SERVTCES (49204) STANTEC CONSUT-TrNG SERVTCES (49242) DORAL DTGTTAL REPROGRAPHTCS CORP (49283) GRM TNFORMATTON MANAGEMENT SERVtCES (49299) PACE ANAtYnCAT SERVTCES LrC (49321) fORTTLTNE, rNC. (49362I RADTSE TNTERNATTOT'/AL, r.C. {49362} RADTSE TNTERNATTONAL, r.C. (49633)WEX BANK (49576)CHEFS DEPOT (49598) FrRST CLASS PARXTNG SYSTtMS rrC (49709) CERES ENVTRONMENTAL SERVTCES rNC (498) wEST CONSTRUCTTON rNC (498) wEST CONSTRUCTTON rNC (498) WEST CONSTRUCTTON rNC (498) WEST CONSTRUCTTON rNC (49808) TIDAT EASIN GOVERNMENT CONSULTING L (49808) TtOAt EASrN GOVERNMENT CONSULTTNG L (49840) ACME BARRTCAOES LC (50023)AT&T MOBtL|TY t-LC (50132) L3HARRtS TECHNOLOGtES, tNC. (50137) BERGERON LqND DEVELOPMENT INC (50137) BERGERON LAND DEVEIOPMENT INC (s015s)MRsE LrC (s016s)MRsE [C (5015s)MRSE rrc (50219) UNTTED SERVTCES rNC. (50220) PTPEUNE PLUMBTNG SERVTCES OF (50220) PtPELtNE PLUMBIN6 SERVtCES OF (50226) PARKMOBTTE USA, nC. (50254) 6REEN WAY TURF rNC. (502ss) cHrN DrEsEL, rNC. (502ss) cHrN DrEsEL, rNC. (50256) TUSA CONSULTTNG SERVICES I (50258) t"TMOUSTNES OF SOUTH FLORtDA, lNC. 150260) SoUTHERN UNDERGROUND tNDUSTRTES rNC (50263) R & 0 Er-ECTRTC, rNC. (s0263) R& D E|-ECTRTC, rNC. (s0253) R & D E|-ECIRrC, rNC. (s0263) R & D E|-EcrRrC, rNC. (50263) R& D ErECrRrC, rNC. (50326) O',GARA TRATNTNG AND SERVTCES (s0372)GYM r(DZ rNC. (s0s84)rHE sG GROUP, Lr-C (507)THE CONCOURSE GROUP LtC (5074) DOCK AN0 MARTNE CONSTRUCTTON CORP (50946) FENTRESS ARCHTTECTS LTD (50949) C-AMtLtUS HOUSE, rNC. CONTRACT} V€NDOR CITY OF MIAMI BEACH ACTIVE CONTRACTS CONTRACT OESCRIPTION 15-035-01 Jt1 15-045-02 18-183-04 17-153-01 13,095,01 14-199,01 17-300,05 ss-08/09-1 17-129-O5 14-346-32 18-171t2-C 14-057-01 1S-059-01 16-177,01 18-002,02 14-015-01 17-344-01 15-030-01 15-030,02 14-392-01 18-186-01 14-191-01 16-054-01 14,191 03 18,040-01 t4-066,01 #,li M-274-O1 18-30240-1 17 -126-O1 17-281 01 16,29539,4 15-052-04 14-325-01 15-245-01 18-044-04 16-083-01 17-049-11 15-090-01 18,077 01 15,129,01 18,30554 15-081-01 14-170-03 14,170-01 15,144-02 17-29783 14-346-O4 17-129-02 14-346 11 17-003 01 ff:: 14,346 13 15,160-02 15-137,O3 (51015) SHrFF CONSTRUCTTON & DEVILOPMtNT, r (51015) SHIFF CONSTRUCTION & DEVELOPMENT, I (51065) CAROtNAt HEALTH, rNC. (51141) WtNFtELD SOIUTTONS, LLC (51159) MrAMr WRECKTNG CO (51174) WEt-ts fARGO BANK, N.A. (51194) MIAMI BEACH TENNIS MANA6EMENT LLC (51313) AECOM TECHNICAT SERVICES, INC (51313) AECOM TECHNTCAL SERVtCES, rNC (51313) AECOM TECHNTCAT SERVTCES, rNC (51313) AECOM TtCHNTCAT- SERVTCES, rNC (51313) AECOM TECHNTCAT- SERVTCES, rNC (51313) AECOM TECHNtCAT- SERVTCES, rNC (51347) CONCRETE READY MrX AND PUMPTN6 (51348) EMPrR€ OFFrC€ rNC (51350) SOLARES EtECTRtCAL SERVtCEs tNC (51358) D & I ENTERPRTSES rNC (51431 LAW ENFORCEMENT PSYCHOTOGTCAT AND C (51437) UNrTY BUSINESS SYSTEMS, rNC. (51526) PROFESSTONAL COURSE MANAGEM€NT I L (51525) PROFESSTONAL COURSE MANAGEMENT I L (51525) PROFESSTONAT COURSE MANAGEMENT L (51525) PROFtSStONAT COURSE MANAGEMENT I r (51545) ROOF PAtNTtNG By HARTZILT, TNC. (51552) AMERTCAN SECURTTY GROUP {51558) TNCIAN PAtNTtNG AND WATERPROOFTNG, {51578} MASTER MECHANTCAL SERVTCES tNC 151578) MASTER MECHANICAL SERVICES INC (51578) MASTER MECHANTCAL SERVTCES rNC 151578) MASTER MECHANTCAL StRVtCtS rNC (51585) UNDERWATER ENGINEERING SERVICES INC (51657) HtLt tNTERNATTONAL, tNC (s1757)DANNy BERRy BASFEALL CAMP rNC (51776)ALTA PTANNTNG & DESTGN, rNC. (51844) POST & BEAM tLC (51844) POST & BEAM ttc (s1902) WORXSQUARE rrc (51919) GECKO GROUP rNC. (51921) rAMES CORNER HtL0 OPERATTONS (51938) BROWN & BIGELOW, tNC. (s1998)OPENGOV, rNC. (52132) HALCYON BUttDERS, rNC. 152132) HATCYON BUTTDERS, rNC. 152186) AUM CONSTRUCTON, rNC. (52270) CLARK CONSTRUCTION GROUP (523) NRG FITNESS NETWORX INC (52548) PUBLTC TRUST ADVTSORS LrC (52749)SXIDATA tNC. (s2749)SKDATA rNC. (52769) HML PUBLTC OUTREACH, LLC (s28) HYDRA SERVTCE (S) rNC {52830) GLAVOVTC STUDTO, rNC {52848}WADE TRrM, rNC. (52848)WADE rRrM, rNC. (52848)WADE TRrM, rNC. (s2862) XTLGOUR & ASSOCTATES, LrC {52879) RGD & ASSOCIATES, tNC. (528a4) W[-UAM B MEDELLTN ARCHTTECT (528841 WTIUAM B MEDELLTN ARCHTTECT (52957) ATANE ENGINEERS, ARCHITECTS & TAND (52958) LEADEX CORPORATION BISCAYNE POINTE ISLAND ENTRYWAY PROJECT WINDOW REPI-ACEMENT AT SCOTT RAKOW YOUTH CENTER PHARMAC€UTICAL PURCHASING PR06RAM WEED KII.LERS AND PESTICIDES CITYWIOE DEMOLITION SERVICES UNDERWRITING SERVICES TENNIS MANAGEMENT AND OPERATIONS f LOODING MITIGATION CON5ULTING SERVICES SUS CAS€ ANALYSIS/CMB STORMWATER RESILIENCY PROGRA IRANSPOR]A]ION PLANNIN6 AND TRAFFIC ENGI WATER & WASTEWATER SYSTEMS CONSULTANT A&E SERVICES ON AS,NEEDED.BASIS PROFESSIONAL ENGINEERING SERVICES PURCHASE OF BULK CONCRETE MIX OFFICE FURNITURE AND FILTS ELEC 5RVs FOR NORMANDY ISLE PH II.MARSEILLE LIGHT DISASTER RECOVERY S€RVICES PSYCHOLOGICAL SERVICES FOR EMPLOYEES SOFTWARE ANNUAL MAINTENANCE FOR LASTRFICHE GOLF COURSE CONCESSION AGREEMENT CONCESSIONS AGRE€MENT FOR NORMANDY SHORE GOLF CLUB GOLF COURSE MANA6EMENT GOLF COURSE OPERATIONS & MANAGEMENT SERVICES CITYWIDE INTERIOR/EXIERIOR PAINTING /WATERPROOFING LOCXSMITH SERVICES CITYWIDE PAINTING INTTRIOR/EXTERIOR HVAC CONTROLS MAINTENANCE AND REPAIRS HVAC EQUIPMENT, INSTAI-LATION, PARTS/SERV BUITOING/SPECIALTY TRADE CONTRACIORS/MINOR PROJECT BUITDING/SPECIAL TRAOE CONTRACTS FOR MINOR PROIECT R€MOVAL AND DISPOSAL OF DERELICT VESSET OWNERS REP. SRVCS FOR MBCC RENOVATION YOUTH BASEBATL PROGRAM FOR THE CITY OF MIAMI BEACH GENERAI- TRANSPORTATION PIANNING & TRAFFIC ENGINEER LIFEGUARD STANDS REPIACEMENT LIFEGUARD SIANDS REPI-ACEMENT PHASE VII TEMPORARY STAFFIN6 SERVICES PROGRAM MNGMNT 5VC5 FOR BTDG CONT REHAB SVCS A&E DESIGN SRVC FOR LINCOLN ROAO DISTRICT IMP PROJ APPAR€L AND ACCESSORIES CITYWIDE INTERACTIVE TRANSPARENCY PORTAL BUILDING/SPECIAT TRADE CONTRACTS FOR MINOR PROJECT FACILITIES MAINTENANCE SERVICES TRAFEIC SIGNAL IMPROVEMENT & REPAIRS MECC CONSTRUCTION MANAGER AT RISK PHYSICAL TRAINING FOR EMPLOYEE WELTNESS PROGRAM INVESTMENT ADVISORY SERVICES PARKING REVENUE CONTROT SYSTEM PARKING REVENUE CONTROT SYSTEM PIO SVCS ON ROW & FACILITIES CONST PROIECTS PURCHASE OF SUUER PUMP EQUIP,PART,SOFTW &SER A&E SERVICES ON AS.NEEDED.BASIS WATER & WASTEWATER SYSTEMS CONSULTANT A&E SERVICES ON AS.NEEDEO,SASIS A E DESIGN SERVICES 1 ST ALTON RD,WASHINGTON AVE AUDIT SVCS FOR RESORT IAXES ANO INTERNAL AUD A&E SERVIC€S ON AS,NETDED.BASIS A&E SERVICES.CAPITAL RENEWAL&REPLACEMENT PROIECTS A&E SERVICES ON AS NE€OEO,BASIS CONSTRUCTABILITY, COST AND ENGINEERING SERVICES PTAYGROUNO SURFACES AND BONDED AGGREGATE PaBe: 10 of 12 CITY OF MIAMI BEACH ACTIVE CONTRACTS CONTRACTI VENDOR CONTRACT DESCRIPTION 17 -29790 15-203-02 15-145-02 16-29539-2 14-146-26 15 267 03 17-215-01 18-181-01 1a-30572 15-267,O2 1,33 10/11 17 139 11 15-045 06 17 -342-Ot 15-086-01 15-045-03 16-03/04 16-29387 16-29333 15-031-01 15,031,02 16,149-03 18-097-09 17-O37-01 l8-30461 18,024-01 13-178,02 18-074-01 17-002-01 t9-o29-O2 14,051-01 l5-133-YG 17-293-01 l8 141-11 17-155,03 14-346-01 17-241-01 15-139-01 18-044-02 A-25-11/12 15-178-01 2 25-10/11 tt-297U 14,390{2 18-034{4 17-018{8 18,124,05 77 -027 -0L 18-188 01 19-136,0s 13-243-U 18-043-03 13-412-O2 16,00441 t4-346-27 17,300-03 17 -129-O7 14-376,01 13,113{4 17-019,01 13-215-02 (52979) BIG BELLY 50LAR, INC, (51000) STRUCTURED CABUN6 SOLUTTON rNC (53001) 911 RESTORATTON rNC. (53005) EAST COAST METALS INC (53009) THORNTON TOMASETTT, tNC. (53010) SHORELINE FOUNDATTON tNC. (53010) SHORELTNE FOUNDATTON rNC. (53010) SHORELINE FOUNDAIION INC, (53012) ETC INSTITUTE INC (s3094) PAC COMM, rNC. (53148)TONES LANG LASATLE AMERTCAS rNC (53153)ADAPCO rNC (s3163)aDAPCO rNC (53165) CATAPULT SYST€M5, LLC (53364)CTGNA HIALTH AND LrfE TNSURANCE COM (5447) HELENA CHEMTCAL CO. (5452) TYLER TICHNOIOGtES tNC (5452) TYI-ER TECHNOLOGTES rNC (54s2) rYrER TECHNOLOGTES rNC (5452) TYLER TECHNOLOGT€S rNC (5452) TYLER TECHNOLOGTES rNC {551) rESCO SOUrH TNCORPORATED (5541) PROFESSTONAL SERVTCE TNDUSTRTES rNC (5541) PROFESSIONAT SERVICE INDUSTRIES INC (57) HOPE rN MTAMI,DADE rNC (589) PROGRESSTVE WASTE SOLUTTONS OF FL, (589) PROGRESSTVE WASTE SOLUTTONS OF FL, (600) MATRIX CONSULTING GROUP LTD (6042) ADVANCED DATA PROCESSTNG, rNC. (6251)SUNSET SOD, rNC. (6338) RrC-MAN TNTERNATIONAL, rNC. (6338) RtC-MAN tNTERNAT|ONAL, tNC. (5429)THE SAIVAT|ON ARMY A GA CORP (6467) RJ HEISENBOTTLE ARCHITECTS, PA (6467) tu H€TSENEOITLE aRCHTTECTS, pa (6467) Rl HETSENBOTTLE ARCHTTECTS, PA (651)A & A DRATNAGE & VAC SERVtCEs rNC (655) BURNS & MCDONNELT EN6TNEERING COMPA (6580) GLOBAL TRADTNG tNC. (6580) GtOBAt TRAOTNG tNC. (6580) GLOBAL TRADTNG tNC. 15580) GLOBAL TRADTNG tNC. (660) XyL€M WATER SOIUTTONS USA tNC {6642} EOUND TRE€ MEDTCAT rLC (658) PATDAMA TNVESTMENT tNC (571) TEHMAN PIPE & PIUMBING SUPPLY INC (686)AZULUO rNC (686)AZUL€]O rNC (702)TCPTRACXER rNC (715) SOrt TECH DTSTRTBUTORS rNC (728) METRO FORD rNC. (737)MrAMt B€ACH BTCYCLE CENTER rNC (737) MtAMt BEACH BTCYCLE CENTER rNC (7407) NATTONAL FrRE PROTECTTON, LLC (7482) KOEr KARP ARCHTTECTURE & tNTERTOR D (7530) HAZ€N AND SAWYER P.C. (7530) HAZEN AND SAWY€R P.C. (758) MIAMI DADE WAIER & SEWER DEPT, (7596) GTANNETTT COr'/TRACTTNG CORPORATTON. {7617) COUNTRY BrtL',S LAWN MATNTENANCE, rN (7644)TANDUS CENTTVA US t-LC PITOT PROGRAM FOR TRASH CAN STATION TFLFCOMMUNICATIONS WIRING SERVICES EMERGENCY BOARD-UP & SECURING SERVICES LIFE6UARD STANDS REPLACEMENT A&E SERVICES ON AS.NEEDED.BASIS CONSTRUCTION OF SEAWATLS CITYWIDE IHE CONSTRUCTION SEAWAI-I.S IYPE II III IV CITY WIDE VENEIIAN lSLAtlD SEAWAIL5 REPLACEMENT/IMPROVEMENIS CONDUCT THE CITYs 2018 & 2O2O COMMUNITY SURVEY'S CONSTRUCTION OF SEAWALLS CITYWIDE FOR THE MBCC CONSULTING SERVICES PESTICIDES AND WEED KILTER PREQUAL - MDC 9303 WEED KILLTRS AND PESTICIDES FISHTANK CONSULTING STRVICES HEAI"TH PLAN S€RVICES AND BENEFITS IO TH€ CMB WEEO KITLERS AND PESTICIDES ENTERPRISE TINANCIAL & ADMIN. SYSTEM EFFECTIVE RESPONSE FORM (ERF) ENHANCEMENTS CAD SYSTEM OPERATIONAL & PLANNING POLICE FIRE TMTR TRANSITION FROM TDEN TO MUNIS ERP SOFTWARE SOLUTIONS & TECHNOLOGY STRVICES LEAST OF GOLF COURSE TURF MAINTENANCE EQUIPMTNT CITYWIDE GEOTECHNICAI- & TAEORATORY T€STING SERVICI ROOFING CONSUI.TANI SERVICES IN AN AS NEEOED BA5IS HOMELESS OUTREACH TRAINING PROGRAM SERVICES COLLECTION/DISPOSAT RESIDENTIAL SOLID WASTE, BULK, COMMERCIAL&RESIDENTIAL WASTE COLTECTION & DISPOSAL CONSULTING SERVICES REVITW THE CITY'S REGUTATIONS EMERGENCY MEOICAI- TRANSPORT BILTIN6/COI-L€CTION SRV SOD AND 50O INSTALLATION D/B SERVICES SUNSET ISI.AND 3 & 4 CENTRAL BAYSHORE 5 RIGHT OF WAY INFRASIRUCIURE IMP EMER6ENCY SHELTER BEDS/SERVE HOMETESS POPULATION A&E SERVICES.CAPITAL RENEWAL&REPLACEMENT PROIECTS A & E SERVICTS HISTORIC OISTRICT RESILI€NCY & ADAP A&E SERVICES ON AS NEEDED-BASIS MAINTENANCE OF STORMWATER & SANITARY S€WER FACILIT ACCESS CONIROL & SECURITY SYSTEMS CONSULIANTS APPAREL AND ACCESSORIES CITYWIDE PURCHASE OF PUBLIC SAFETY SHOES POI-ICE AND FIRE DEPARTMENT UNIFORMS & ACCESSORIES UNIFORMS AND ACCESSORIES FOR DEPARTMENTS PURCHASE OF FLYGT/XYIEM PUMP EQUIP,PART,SOFTW &SER MEDICAL SUPPI.IES AND R€LATED ITEMS FENCING SERVIC€S PIPE & FITTINGS FOR WATER & WASTEWATER . PREQUAL BUILDING/SPECIALTY TRADE CONTRACTORS/MINOR PROJECT TOTTIE APARTMENT REHAEILITATION TCPTRACXER SOFTWARE AND SERVICES FOR THE PURCHASE OF AGGREGATE, TOP SOIT, AND SAND MOC. PRE.QUAL OE OEM PARTS & REPAIR SVC PURCHASE OF BICYCLES, PARTS, ACCESSORIES AND REPAI EICYCI.ES,PARKS,ACCESSORIES,REPAI RS FOR ANNUAL IN5PECTION, TESTING, CERTIFICATION, REP A&E SERVICES ON AS.NEEDED.BASIS BUS CASE ANATYSIS/CM8 STORMWATER RESILIENCY PROGRA WATER & WASTEWATER SYSTEMS CONSUTTANT RENDITION OF WATER SERVICE ROUTINE AND EMERGENCY REPAIRS FOR WATER TREES, PALMS AND PL,ANT MATERIALs FLOORING MATERIAT O o o Pa8er 11 of 12 CITY OF MIAMI BEACH ACTIVE CONTRACTS CONTRACTf VENDOR 15-031-01 CONTRACT OESCRIPTION e -03 -01 (7739) FRANMAR CORPORATTON (790) PRODUCTTONS SUD rNC (7928) AAl lg1qNta15D DOOR REpATR rNC (796)tSTRADA HTNOJOSA & COMpANy tNC (797) CTTTGROUP GLOBAL MARKETS rNC (79761 LEXTSNEXTS RtSK SOLUTTONS (7976) LEXTSNEXTS RrSK SOtUTtONS (800) MoToRoLA SOLUTTONS, rNC. (801) RAYMOND rAMES AND ASSOCTATES rNC (802)J.P, MORGAN BROKER,DEALER HOLDING I (804) SrEB€RT CTSNEROS SHANK & CO LLC (822)COCA COLA BEVERAGTS FtORTDA, t-tc (827) MAMA ]ENNIES ITALIAN RES]AURANT INC (844) KEY GOVERNMENT FINANCE INC (844) KEY 6OVERNMENT FINANCE INC (8s0) coNwE[ & Assoc|ATES coNSut-TrNG coM (858) KTEWTT TNFRASTRUCTURE SOUTH CO. (862) HOME PARAMOUNT PEST CONTROL COMPANY (878)SUNCOAST ELEVATORSOTUTTONS rNC (880) HARRETL'S rLC (880) I'TARRtLL',S LLC (883) EBSARY FOUNDATION COMPANY (8930) COASTAL SYSTEMS TNTtRNATTONAL, lNC. (895) TOPt-rNE RECREATTON rNC. (899)ATKTNS NORTH AMERiCA, rNC. (899)ATXINS NORTH AMERICA, INC, (899)ATKtNS NORTH AMERTCA, rNC. (899)ATKTNS NORTH AM€R|CA, rNC. (899) ATKTNS NORTH AMERTCA, rNC. (900) BoucHtR BRoTHERS MrAMr BEACH 21 & 4 (909) PRO 50UN0 rNC. (909) PRO SOUN0 rNC. (9194) CORVET ENTERPRTSE COMP, tNC (940) LEE CONSTRUCTTON GROUP tNC (940) LEE CONSTRUCTTON GROUP rNC {940) LEE CONSTRUCTION GROUP INC (940) LEE CONSTRUCTTON GROUP rNC (940) LEE CONSTRUCT|ON GROUP rNC (940) LEE CONSTRUCTTON GROUP rNC (945) REX CHEMTCAt- CORPORATTON (9503)HORSI POWER ELtCTRTC rNC (9503) HORSE POW€R ELECTRTC rNC (9584) M[-rAN, SWArN & ASSOCTATES, rNC. FOR: BUS TRANSPORIATION SERVICES MANAGEMENT AND OPERATION OF LINCOLN ROAD MARKET DOOR RELATED REPAIR, REPTACEMENT,PREVENTIVE MAINT UNDIRWRITING SERVICES UNDERWRITING SERVICES COPLOGIC SOTUTIONS FOR DORS COPTOGIC SOLUTIONS FOR TEAP PUBTIC SAFETY RADIO SYSTEM UNDERWRITING SERVICES UNDTRWRITING SERVICES UNDERWRIIING SERVICES COCA.COLA BOTTTING A6REEMENT CATERING SERVICES FOR EMERGENCY AND SPECIAL EVENTS CISCO VOIP SYSIEM LICENSE AGREEMENT . FINANCING VMWARE ENTERPRISE LICENSE AGREEMTNT SHIP REHABILITATION PRO]ECT MUSS PARK SEAWALL REHABILIATION PEST CONTROL ELEVATOR MAINTENANCE REPAIRS PART NEW EQUIPMENT FERTILIZERS PREQUALIFICITION PESTICIDES AND WttO KILI-ER PREQUAL , MDC 9303 THE CONSTRUCTION 5€AWAL6 TYPE II III IV CITY WIDE A&E OESIGN FOR MAURICE GIBB MEMORIAL PARK PROIECI PLAYGROUND EQMT, SURFACING, INSTALT, REPAIR TRAFFIC ENGINEERING CONSUTTING SERVICES VARIOUS CEI SERVICTS ON AS NEIDID 8A5I5 ARCHITECTURE & ENGINEERING SERVICES TRANSPORTATION PLANNING & IRAFTIC ENGINEERING SERV SURVEYING, TOPOGRAPHICAL & MAPPING SVCS MNGMENT & OPERATION OF PUELIC BEACHFRONT CONCES MAINTCE SERV SOUND & CONTROL SYSTEM MB SOUNDSCAPE PURCHASE OF CLOS€ CIRCUIT ryS CAMERA EQUIPMENT CLAIMS ADM SVCS FOR WORKERS COMPENSATION PATM/HIBISCUS ISLAND TANDSCAPING/IRRIGATION INSTAL BU ILOING/SPECIAt TRADE CONTRACTS FOR MINOR PROJECT MID BEACH PARKS RESTROOM RESTORATION NEW GENERATOR INSTAI-LATION @ PW 451 DADE BTVD NEW GTNERATOR FOR PROPERTY MANAGEMENT OFFICE SCOTT RAKOW CENTIR RESIROOMTOCKEROOM RESTORATION MBCC CTEANING EQUIPMENT TOWER BAY ROAD LIGHTING MAINTENANCE OF STREET LIGHTS ON STATE ROAD IN CMS ARCHITECTURE & ENGINEERING SERVICES 17 -163-O4 17-163-13 19-035 01 l9-036-02 03-25199 17-163-11 77-163-74 l7-163-O2 cMo-01-11 19-052 01 17-291 02 17 223 0L 18-155-01 17-114-01 17-095-03 18-008-01 17-139-05 17-119-12 17-215-03 15-138 01 17-174 01 14 116 02 s2-11/',t 2-O c-01-09/10 ss-08/09-A #,# 18-3m-08 14 302 01 19 303 01 17 -O49-O9 19-081-2 19-102-01 19-103 01 19-315 01 18-112-03 17-143-01 17-038 03 P-01 09/10 o Page: 12 of 12 o o o AIA^AIBEACHoCity o{ Miomi lcoch, I 200 Convention Center Drive. Miomi Beoch, tlorido 331 39. www miomibeochll gov 570-2019 Subject: List of Projects Covered by the Con of Silence Ordinance ln an effort to disseminate information to elected officials and City staff relative to projects that are covered by the requirements of the City's Cone of Silence Ordinance, following is a list of all current solicitations (i.e., lnvitation for Bids ("Bids"), Request for Proposals (RFPs), and Request for Oualifications (RFQS), that, to date, are covered by the ordinance. Please note that the Cone of Silence is in effect from the date the solicitation is advertised, as indicated below, through date of award by the City Commission. LTC # To: From Date: RFP-2018-233-KB 6t12t2018 RFO 2019-085-KB 1117 t2019 tTB 2019-140-ND 8/30/201 9 rTB 2019-246-DF 8/30/2019 tTB 2019-232-AY 9t512019 Design, Build, Operale and Maintain Water, Wastewater and Stormwater Supervisory Control and Data Acquisition (SCADA) & Programmable ic Controller PLC Mayor Dan Gelber and Members o he Caty Com SSION Jimmy L. Morales, City Manager October 22. 2019 ETTER TO COMMISSION Public Works Capital lmprovement Pro ects Transportation Property Management Property Management o L rTB 2019-309-DF 8/16/20't9 rTB 2019-156-DF 8t2312019 Rental of Pumps and Related ltems Public Works Ada ive Recreation Center 16th Street Parking Garage Fire Sprinkler Replacement lnspection and Maintenance of Parking Lot Lighting Pre-Oualification Pool for Microsoft Professional Service Providers o 817t2019 Revenue Sharing Agreement for the Construction, Operation, and Maintenance of Bus Shelters lnformation Technology Outfall Cleaning and Maintenance Services Public Works RFO 2019-109-ND 9t1312019 Traffic Engineering Consultant Services Transportation Construction Manager at Risk (CMR) for the Construction of a New Fire Station Number 1 Facility Capital lmprovement Projects RFO 2019-370-ND 9t27t2019 Architectural and Engineering Design Services for Sabrina Cohen Foundation Solicitation Number Date Advertised and lssued Oocument Title Department RFP 2019-306-KB 10t04t2019 Solicitation Number Document Title Security Of{icer Services Police Department10t1612019 10t18t2019 D l2 o rrB 2020-019-ND TB 2020-020-ND 1017 t2019 trB 2020-022-JC 10t10t2019 RFO 2020-008-ND 10t18t2019 RFO 2020-002-WG Prequalilication Pool for Painting (lnterior and Exterior) and Wate n Services Prequalification Pool for the Purchase of Light Poles, Fixtures, and Bases Madeleine Village Building Renovations & Site lmprovements Facilitation, Coordination, and Technical Assistance Services for the Under roundi of Utilities Design, Furnish and lnstall Resilience Signage Pro pe rty Management Public Works Housing Public Works Environment and Sustainability De artment Please note that lTBs, RFPs, lTNs, and RFQs are being issued on a daily basis. Therefore, it is recommended that you or your staff view the lisl of projects under the Cone of Silence on a regular basis. Should you have any queslions or need additional information, please feel free to contact npa ,.r,ilr,H#H^r,"o F:\PURC\$ALL\Reports\MONTHLY REPORTS\FY 201g\Cone of Silence\Cone of Silence- October 17 2019.docx o o RFP 2020-007-JC Date Advertised and lssued Oepartment o City o{ lltiomi bo<h, I700 Con,ention Center Drive. Miomi Beoch. i orido 331 39 vzww miomibeochfl gov 581-2019 LTC # To: From: Date: Subject LETTER TO COMMISSION the Crt Comm ission As has been prevrously requested by the Ci ty Commission or as required by City regulations, the Procurement Deparlment transmits monthly, via LTC, the following informational reports: . City contracts expiring within the next 180 days;. Open market purchases exceeding $50,000 during the preceding month:. Capital projects awarded pursuant to indefinite quantity contracts (lQC) or job order contracts (JOC);. Purchases of playground and related equipment pursuant to Resolution 2019-30777:. Emergency purchases approved by the City Manager during the preceding month; and. Any unauthorized purchase reported during the preceding month. ln the past, these items have been transmitted to the City Commission as separate LTCs. However, in order to streamline and improve the reporting process, these informational items will now be combined into a single LTC issued monthly. ln the future, when there is no data to report for the preceding month (e.9., see #4 below, purchases of parks & playground equipment). the item will be removed from the report. 1. CITY CONTRACTS EXPIRING OR ELIGIBLE FOR RENEWAUEXTENSIONS IN THE NEXT 180 DAYS (See Attachment A). The contracts listed in Attachment A will expire or be eligible for renewal/extension, within the nexl 180 days. Additionally, the Administration, in addition to reporting on all existing City contracts, has included information relative to Miami-Dade County, State of Florida, U.S. Communities, and Federal GSA contracts that are approved for utilization by the City Manager, pursuant to Section 2-369 of the City Code. 20192589 $75.000 00 9t5t2019 Mayor Dan Gelber and Members Jimmy L. Morales, City Manager October 25. 2019 Procurement Reports o Property Management Property Managemenl New Doors for Fire Station #4 Exterior Painting of City Hall B&BRollingDoor Co., lnc. 6420192 $67,672.50 9125t2019 lnclan Painting and Waterproofing, CorP. Vendor 20192644 r lnformation lTechnology Cybersecurity Program Assessment $96,800.00 912612019 TechnologyRisk Advisory, lnc.o AAIAAAIBEACH 2. OPEN MARKET PURCHASES EXCEEOING $50,000. Open market purchases are those purchases less than the amount established for formal bids. Section 2-395(4) of the City Code requires thal open market purchases in excess of $50,000 be reported to the City Commission on a monthly basis. Below is a list of purchase orders for open market purchases for the preceding month. Purchase Order No.Oepartment Description Total Date 2 3. CAPITAL OR INFRASTRUCTURE PROJECTS AWAROED PURSUANT TO THE SOURCEWELL (PREVIOUSLY NATIONAL JOINT POWERS ALLIANCE (NJPA)) COMPETITIVELY SOLICITED CONTRACT FOR CONSTRUCTION SERVICES. Section 255 20, Florida Statutes exempts construclion projects under $300,000 from formal competitive solicitation requirements. Nonetheless. the Administration believes it is prudent to establish a process, which rncludes assuring that qualified contractors are performing the work and competitrve pricrng when awarding pro.iects under the threshold established in Florida Statutes, while still expediting the award and completion of these projects. With these goals in mind, the Administration has pursued utilizing a process known as indefinite quantity contract (lQC) for construction services. The IQC process is used extensively by the local, state, and federal governmental agencies throughout the United States to expedite the delivery of small construction projects. The Cily Commission, at its April 23,2014 meeting, approved a recommendation by the Administration to utilize the IQC process to expedite the delivery of construction pro.iects under $250,000, or for emergency projects as approved by the City Manager. The City, as a governmental agency member, is authorized to utalize the IQC contract for construction services competitively awarded by Sourcewell. Additional information on the Sourcewell IQC contract is included in the attached Contract Award Memo, which provrdes guidelines for using the Sourcewell contract. Below is a list of pro.iects awarded pursuant to the Sourcewell IQC contract for construclion services for the preceding month. o Scott Rakow Youth Center Restroom Locker Room Renovation (G.O. Bond Project) 2019-315 $239.823 35 Approved Purchases Parks and Recreation Lee Construclion Group, lnc o Project Title Description Nothing to Report Category Nothing to Report o 4. PURCHASES FOR PARKS AND PLAYGROUND EQUIPMENT. Resolution No. 2019-30777 authorizes the City Manager, through standardization and waiver of competitive bidding requirements, to creale a pool of preapproved manufacturers for all future purchases of playground equipment (aquatic and non-aquatic). park benches and outdoor furnilure, outdoor fitness equipment, shade structures, recreational surfaces (safety surfaces, artificial turf and hardcourt surfaces), and lighting systems for all city parks facilities. Additionally, the Resolution also aulhorizes the City Manager to add any other manufacturers, within the approved categories, that would be necessary to expedite the completion of parks and playground facilities. Below is a list of approved purchases and manufacturers added for the preceding month. Estimated ValueVendorDepartment IQC t{o. Purchase Order No.Vendor Value Manufacturers/Suppliers Added Manufacturer 3 o 5. EMERGENCY PURCHASES. Section 2-396 of the City Code authorizes the City Manager to approve emergency purchases and requires that emergency purchases exceeding $50,000.00 be reported to the City Commission at its meeting following the emergency. The emergency purchase request process outlined in Code allows the City to respond expeditiously to unexpected needs. Below is a [st of emergency purchases approved for the preceding month. Eme en Purchases Nothing to Report 6. UNAUTHORIZED PURCHASES (Sec Attachment B). Section 2-393(a) of the City Code prohibits the purchase of goods or services that are not rn compliance wrth the requirements of the Procurement Code. Below is a list of unauthorized purchases exceeding the City Manager's authority for the preceding month. Unauthorized Purchases 201 9-398 $138,783.54. .lt is important to note that this payment is consistent with the settlement agreement that was presented to Commission regarding the lndian Creek seawall project. Concrele Panels and Piles for the Construction of a section of Seawall along lndian Creek. 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Iooo (to co(, lt oG coo ! .9 o o- tro =o o = ATTACHMENT B AAIAAAIBEACH UAP NO 2019-398-AG o AJrcrta€ t formatioo Oate 09/L8/2019 hdMdual Resgonibl! for Unauthon:ed Pu.chat€ Former city enSineer Vendot ror Unauthonz.d P Jr.har. Shoreline Foundation Amount of Ordlr(, 138,783.54 lnvoica o.(s) 2914-R2 oata Race,vld 08its120$ Oat€ Ordered 09l14/2077 Concrete Panels and Piles for the construction of a section of seawall along lndian Creek On oecrmber 1, 2017, whale thc ori$n.l po.tio. of th! projeclr r€a\rall w.! under construction, fo.mcr City Engincer Bruc€ Mowry instruct.d the reaw.ll<ontractor (Shoreline Foundatbn) to commence with the fab.icatior of pilcs and ganels neceisarY to continue with future portron5 of the lndian Creak reawall project. While th! intent of this acBon was to etpedrte the proiect, the City had not iisued authoriratpn approviflg thc wo.k nor cncumbered th. fund5 ncccssary to p.y tortic matcrials r.qucsted. Howev!r, based on the direction tiven by . senior rtaff lhemb€. ot the Cty, the City l5 liabt. for th. mateflals ordered. The total amount of the coit for the ordered materials is S138,783.54.Whi|e ther€ mate.talt ihoutd not have been crdered without following the appropriate procedures, thcy can ba used for the rcmarnint t€ction of ieawall along tndaan Creck. Attach.d plea3. find.ll the b.ckup documenration for $i5 m.ner. The contractor sras already contracted for previous iections ofteawall along thc lndian Crlet projrct.o L Wlry rere proorement pofici6, indudir[ t lC ,equittm€nt to obbin necessary approvals ,nd purdlaj€ ordars, not iollored prio7 to ii'l ance o, order? 3. Wtrat neF will yos take in the ftrture to avoid furthE yiolations of fufiami geach Iroaniement policies? PurdEtaa b ba rrude qlt, by trElrllttnt di.!do. I snal be unlavful lo. any qtt ofticol! o. ampbtlcs b q'& iL Brrdata ol any irrtsfab, 9pf{e!qirtq( d cartB cottactJd ri\,ra!, g make an, coct-act rih{l tr F,vbr oa Ob ar6a o$w hal hrorrttr tlc p.!ql.rt;t dil!cb.. ,td ,ty il,o authoriratbn to ttan wort will bc prwidld to .ny contracto./vendor without a pGviously cxccutld wort o.dcr, a! rcquired by thr contr.ct, and a purchasc o.der to cncumberthe funds nccessary tor th. project. Cf, Cod. S.c.2.39q.). - Un.utfrrt d Purchx.t o.der or drtred fl*E'E ol tE arEa $atl !t bo ,rd he $all no( & lorid em lo ed by the City DAIT I her€by c€nify that I have insp€cted the marchandE€ or seryic€s listed abote and tierE is no erception as to quantity or quality: that I agree lo be bound by the ru16 and rogulalions of $e City regarding the arquisition of goods and services; and lhat hrrther violations may lead to disciplinary action. /tt ta '"ff;l OATE 74 OAII: SIGt'ATUiE: Approrral to Pay Unauthori:ed Purchase Asst. Oty Manager Gty lranagerDepartment Head OAIE- COMMEI{TS a Requrrinon No.{t) Goods or S€rvrcai Rac? !d: v? 2. ti/fty sas this pa.dorlar wndor utilired? icllaTtrtt of txorvDuA rtact 6otDaR: This individual is no longer Approval of Unauthorized Purchase Form sreMp-b4, l"^"'q/,i 1,4 Procurement Reuiew o o FED lO# 5+23955A5 278t SUV 56 A\E|JUE WEST PAR( FL 33023 Phon.951.4E5 0a6C F6r 35..485 0462 wv/ry.!ho'!I4a[oi]ndatjoo co,n .sF DATE: It.lvOICE ':CUSTOIER ':sFl r: Augurt'lt,20tB 8t.42 ctf3t5 cPr*rr52t SHORELINE FOUNDATION, INC. INVOICE 291+R2 Shlp To: lndlrn Cr..k 26th to aoth Strell Clty R.qua.tod Addldon.l Wor* P.OJ P.ndlng R.colpl lrom cOLE TOTAL Make a| crecks paya.lo to SHoRELINE FouNoAnox, lNc_ t Bill To: crY oF lfl,A.!fl aEAcH 1700 ContEndon Can',sr Drivo Mle,ni B..cn. FL 33139 Ath: Giancaao Panr. P E : . .:; :"oE!9l!ii!9rr. r;.i..-. 'UNIT PRICE ..A.TOUMT A.DOITIONAI- REQUESTED WORK BY THE CTTY OF MIA'{I AEACH 1 t 29,94S.00 it 2!',949.00 I r^BRrcaro oF 38 sEAwALr PAITELS I leen erracx:o rrr FRo[ aRtrcE golivRy oN D€cEMBER ol, 2or7 Exr+aff.81 1 6,654 3{t 1 COiICRETE (,|65 CY - FOR 38 PANELS FAARICATE0)i I 2'1,E16.51 21.E16.51t 1 FABRICATION OF coNCRETE PILE (56 PIECES 14"r1,a" 0ELIVERY NOt INCLU0E0), 21,731.22 21,154.22t 1 LABOR TO FORM & POUR (FOR 38 PANELS FAARICATED}:a 42,715.12 a2,f15.42t 1 MARKUP ON IIATERIAL A LAAOR ONLY 9.894.05! 138.783 5.{I o THANK YOU FOR YOUR BUSINESSI QTY aoNo RYDER FOR ADDTTTONAL 2300 LF (EXH|BII .A.): REBAR (4t,2r0 LBS . FOR SE SEAWALL PA,{ELS):I 6,65a 3,1 t 9,894.0s o o o o o o Public Works o O o o o Ciry oI Miomi Beoch, l7O0 Convenlion Cenrer Drive, Miomi Beoch, Florido 33 I 39, www miomibeochll gov Project Name: Jacobs Engineering Multi-Task Work Order Project Summary: The City of Miami Beach contract Jacobs Engineering, a globally recognized firm, to conduct three essential tasks: 1) develop a blue-green infraslructure concept plan that adheres to the unique needs and opportunities in Miami Beach 2) evaluate the City's road elevalion policy 3) prioritize the current neighborhood project list. Jacobs Engineering embarked upon the tasks in June 2019. The tasks deliverables are described in more detail below:. Blue-Green concept plan: the plan is an inilial step toward achieving an integrated stormwater strategy that is consistent with the 2018 recommendations by the Urban Land lnstitute (ULl) Stormwater Management and Climate Adaptation Review. As part ol the plan, Jacobs will analyze various blue-green slrategies and provide a list of vetted design approaches that are applicable to Miami Beach. Additionally, Jacobs will provide illustrations of these strategies that will be presented to residents at a community meeting. . Road raising evaluation: Jacobs will assess the City's policy of raising lhe crown of roadway elevations to 3.7' NAVD. The evaluation will provide an objective analysis and result in a recommended approach to road elevations within the City. The recommendation may include guidance on varying elevations depending on specif ic site conditions. . Prioritized project list: this list will provide the City and its residents with a defined neighborhood project plan. As part ol the task, Jacobs will develop weighted criteria to rank neighborhood projects. These criteria may include objective data, such as the state ol water/sewer infrastructure, or subjective analysis, such as the community's desire for lhe project. ln addition to the criteria, Jacobs will evaluate and revise neighborhood boundaries. Overall these deliverables comprise a robust foundation lor the City's tuture stormwater designs. They not only consider neighborhood llood risks, but also highlight ideal strategies that integrate urban planning, landscape archilecture, aesthetics, engineering and sustainability elements to increase quality ol lile for all residents. Additionally, the product will support the prioritization ol capital improvemenl projects by accounting for the condition ol city sewers, Iire llows in water systems, priority inundation areas and the desire ol residents to implement neighborhood improvemenls. Jacobs Engineering conducted it's first public meeting associated with the work order in September 2019, where residents where provided thorough inlormation about blue-green infrastructure methods, concepts were presented to help the community visualize what "could be", and residents were able to provide feedback. Estimated Cost: Approximately $800,000 Timelines: Beginning June 2019 with linal deliverables expected by the end o, 2019 o AAIAAAIBEACH o o o o o City of Micmi 8co<h, 1 700 Convenrion Cenler Drive, Miomi 8eoch, florido 331 39, www miomibeochfl.gov a Project Name: Smart Street Lighting Standards Project Summary: The project consullant, Johnson Controls lnc. (JCl), and the Public Works Department initiated project etforts in early 2019 and have made significant headway toward linalizrng recommendations for citywide lighting standards. ln March 2019, JCI conducled an ideation session with City ol Miami Beach department representatives and members ol the Miami Beach Police to shape the purpose ot the project and gather initial feedback. The team then proceeded with an Urban Lighting inventory where JCI captured data in 11 diflerent zones about more than 9,000 City-owned street lighting Iixtures. These areas included commercial, residential, entertainment, beaches and parks. ln July 2019, JCI and the Public Works Department conducted a series of stakeholder brielings with various groups to explain the need of the study and capture the primary areas of importance as it relates to lighting. Targeted stakeholders included: neighborhood association leadership in the North, Middle and South Beach areas, crime groups and Miami Beach Police, environmental groups, historic preservation groups, the Florida Department of Transportation, and lvliami-Dade County Department of Transportation and Public Works (DTPW). Aller the presentation, participants were asked lo complete a priority matrix indicating the items most important to them. Salety/security and energy reduction as it pertaans to lighting were the most important topics identified by participants; CCT, CRl, Branding, loT, Adaptive Controls, Wildlife, Skyglow and Light Trespass were secondary. Please review the complete presentation, priority matrix results and meeting summaries by visiting httos://www. miamibeachf l.qov/citv-hall/oublic-works/communi tv-outreach/smarl-crtv- street-liqhtinq -stan da rd s/ ln October 2019, JCI delivered the draft Citywide Lighting Slandards, Urban Analysis Report and Revenue Generation and the items are under review. When finalized and agreed-upon, the standards will be presented to Commission for adoption. Estimated Cost: Approximately $1 .8 Million Timelines: Beginning March 2019 - TBD AAIAAAIBEACH The following topics were discussed and prioritized in this order:. Salety/Security. Correlated Color Temperature (CCT). Color Rendering lndex (CRl) o Branding (light fixture aesthetics). Energy Beductiono Smarl City Technology - lnternet ol things (loT). Adaptive controlso Wildlife. Sky Glow/Light Trespass o o o o o City of ,ltiomi Beoch, I 700 Convenlion Center Drive, Miomi Beoch, tlorido 331 39, www.miomibeochfl.gov Project Name: Stormwater Management Strategy The first challenge was tackling the needs of areas built at lower elevalions, which experienced flooding or standing water due to high tides or heavy rain events. As a background, the Florida peninsula is surrounded by water and the state's foundation is a porous plateau ol karst limestone that allows saltwater to penetrate from beneath. Water levels generally increase every two weeks during a new or full moon, when the earth, sun, and moon are nearly aligned. This is when the sun's gravitational pull augments the gravitational pull of the moon on ea(h, causing extreme fluctuations of tidal levels - either higher or lower tides than average. The non-scientific term king trdes is oflen used to describe this phenomenon. The higher tides may cause minor coastal llooding in very low-lying areas until the tides recede. The City's unilateral tactic is to raise roads to 3.7 feet NAVD (North American Vertical Datum), an elevation height consistent with the 30-year sea level rise projections by the Southeastern Florlda Regional Climate Change Compact. More than 66,000 linear feet ol roads and 108,000 linear feet of sidewalks have been elevated during the past five years in seven neighborhoods, which benelit more than 880 properties. The second challenge was managing intense rainlall, which has been achieved through the installation ol large capacity pipes and pumps systems to move water swiftly. The pump stations are built-in with sophisticated pollution reduction syslem that prevents most debris from entering the waterways. This multi- step process begins by separating and trapping trash and solids, such as plastics and cans, in a bar screen often relerred to as a trash rack. The system then filters loose sand and other particles known as sediments, which are also stored in an isolated unit called a sump. This unit is cleaned regularly by trained crews. Hydrocarbon components, such as those lound in oil and gas, are also isolated before the storm water proceeds to a large chamber where the water is exposed to open air, thus becomrng naturally oxygenrzed. The Sunset Harbour Neighborhood is an example ol how such improvemenls mitigate against flooding. ln 201 1, the neighborhood became substantially flooded by tidal elevations ol 1.27 ft NAVD. ln contrast, during the month ol October 2019, the city observed king tides at 1 .88 ft NAVD in lhose same areas without flooding. Seawalls are the linal component ol the City's strategy. To date, almost one mile of city-owned seawalls has been reconstructed. An additional six (6) segments have been identified and planned for re-construction, as the low-lying elevation and poor condition of those segments impact the properties at those locations. The six additional segments are located along: Jeflerson Ave, Lenox Court by the Collins Canal, Garden Avenue, Bonita Drive, the North End o, Rue Notre Dame, and the North End of Trouville Esplanade. ln 201 1, a comprehensive seawall assessment was performed by Coastal Systems lnternational. During this assessment, all seawalls that were not part of a neighborhood construction or improvement project were re- evaluated and assessed by condition, including their likelihood to fail and critical need ol maintenance. ln 2015, using the 201 1 seawall assessment as a basis, the City ol Miami Beach's Public Works Department performed a visual slructural inspection and elevation assessment on the city-owned seawall segments and generated a prioritization list lor seawall reconstruction to be implemented as funds became available. ln 2016 the City Commission approved the recommendation of the Mayor's Blue Ribbon Panel on Flooding to increase the seawall top-ol-cap minimum elevation from 3.2 feet NAVD to 5.7 feet NAVD for all new private and public seawall proiects. o AAIAAAIBEACH Summary: ln recent years, the City ol Miami Beach initiated a multi-faceted approach to combat the impacts ol climate change, particularly in the form of sunny day llooding and extreme rain evenls. The approach consists of three parts: mitigating sea level rise and hagh tides by elevating roads; managing stormwater with high capacity pipes and pump Systems; utilizing seawalls to block the waves caused by tidal energy. Supplemental funding was made available by the community's backing of the 20.18 General Obligation Bonds, which will continue to supporl investments in city-owned seawalls. Estimated Cost: TBD Timelines: Underway through various prolects o o o O o Ciry or ltiomi B.o.h, l/00 Convenrron Center Drive, Miomr Beoch, Florido 33139 wvw miomib€ochtl.gov Project Name: Water and Sewer System Masterplans Project Summary: The City of Miami Beach's water and sewer systems serve approximately 96,000 residents, 25,000 hotel guests, and a floating population of 70,000 people. The City owns, operates, and maintains the water distribution system within Miami Beach's servrce area. Water is supplied through five interconnections with Miami-Dade Water and Sewer Department's (MDWASD) distribution system. The engineering firm, Hazen and Sawyer, has been tasked with evaluating the existing water system and developrng a Water System Master Plan to ensure reliable operation of the system through the yeat 2045. Although the water service area is not expected to change geographically during the next 25 years, there will be an increase in water demand due to population growth, redevelopment, and increased tourism. Upon an assessmenl ol the water system infrastructure, a series ol improvemenls were recommended to increase capacity, replace deteriorated elements that have reached their end of lite, and investigate further to mitigate other impending problems. Among the recommended improvements:o Fleplacement and rehabilitation ol waler mains. Rehabilitation of booster stations. Adding new pumps. Rehabilitation of water storage tanks. Upsize existing f ire flow water mainso Evaluating fire hydrants to delermine the need lor additional units. Replacement of water main aerial crossings. Rehabilitate water main aerial crossings. Installing additional blow-off valves in the systemo lnstalling additional pressure monitoring devices. Conduct a disinlection and water age investigation The City also owns, operates, and maintains the sewei collection and transmission system within Miami Beach's service area. Sewage is collected throughout the service area and pumped through a single 60-inch connectaon to MDWASD's Central District Wastewater Treatment Plant (CDWWTP) for treatment and disposal. Hazen and Sawyer (Hazen) has been tasked with evaluating the existing sewer system and developing a Sewer System Masterplan to ensure reliability during the next 25 years. Estimated Cost: Water System Masterplan: Approximately $166.8 Million Sewer System Masterplan: Approximately $ l 16 Million Timelines TBD o AAIAAAIBEACH An evaluation of the current system geared the following improvement recommendalions:. Installing gravity mains. lnstalling parallel lorce mainso Rerouting pump station llows. Replacement and rehabilitation of aerial crossings. Behabilitation of pump stations. Replacement of lorce mains o o o o a City of Miomi 8coch, 1700 Convenlion Cenler Drive, Miomi Beoch, Florido 33 I 39, www miomibeochfl.gov Project Summary: The City is making vital improvements to deteriorated streets and sidewalks, which present an unsafe environment for pedestrian, cyclisls and motorists alike. A comprehensive citywide assessment of pavement conditions began March 2016 and a Iinal report was delivered on March 2017 . f he report illustrated the following: o The City of Miami Beach maintains approximately 230 lane miles ol roadways; . The PAVER analysis displays a static score ranging from zero to100 (with 100 being the best) lor each roadway section based on the mosl recent inspection. The average streel condition index was 72; . Areas in worse condition were slated for improvements first; . Approximately 51,685 square yards or 9.1 lane miles ol roads have been resurfaced. ln January 2017, the City also began a comprehensive citywide assessment ol sidewalks, resulting in a report in September 2017. A survey was conducted praor to the G.O. Bond vote asking residents to identify the areas of highest priority. Repairs to sidewalks and roads were ranked amongst the highest. The sidewalk assessment report illustrated the following:. The sidewalk condition index ranges in scale lrom zero to 100 (with 100 being the best); of approximately 283 miles of sidewalk, the average sidewalk condition index was 72, with the majority ol sidewalks indexing between 60 and 80. . The goal is to improve walkability by replacing 25ol. ol the city's sidewalk. o Areas in worse condition were slated for improvements first. . Approximately 54,380 square leet ol sidewalk and 2,479 linear feet ol curbs and gutters have been restored. Estimated cost: The two G.O. Bond projects consist of $43 million o AAIAAAIBEACH Project Name: General Oblioation Bond Prooram Streets Pavement and Sidewalk lmorovements Timelines: The projects kicked-off simultaneously in May 2019, delivering improvements lo Meridian Avenue between 5rh and 15th streets. Other sections ol the City have also benefited from restoration including: 1oth Street, Lenox Avenue, While the sidewalk improvements project will take approximately 10 years to complete, the street improvements will continue for an estimated '15 years. o o O o o o Tourism & Culture o o o AAIAAAIBEACH o o Ciry of ltiomi Bcoch, 1700 Convenrion Cenler Drive, Miomi Beoch, Florido 33139, www.miomibeochll gov Project Name: Cultural Arts Council Project Summary: The Cultural Arts Council (CAC) is an official Committee with the City ol Miami Beach who grants up to $850,000.00 in cultural grants each year to Cultural Anchors and Cultural Presenters. Anchors are those institutions who are housed within the City ol Miami Beach all year round, and Presenlers are lhose institutions who present cultural offerings on Miami Beach, but do not have permanent residences here. Applications open in January, with adjudications taking place in June / July, with awarding o{ Iund to take place during the final budget meeting in September 2019. Cultural Anchors - $345,365.00 Cultural Presenters - $499,673,00 Total - $845,038.00 Estimated Cost: $845,038.00 f rom Fund .140 Timelines: Annual - ongoing o For the frscal yea( 19120, the Cultural Arts Council will be granting the lollowing amounts: o o o o o City of ffiomi looth, 1700 Convention Cenler Drive, Miomi Beoch. Florido 33139. ww miomibeochfl.gov Project Name: Art in Public Places Legacy Project Project Summary: Tourism and Culture will use up to $100,000.00 in lunding trom the Art in Public Places (A|PP) fund to purchase a piece of art lrom Art Basel Miami Beach. The purpose ol the Program is to strengthen the connection and collaboration between the City ot Miami Beach, our public art programs, our residents and Art Basel. The Program will allow residents to be involved in the purchase ol a work ol art lor the City's Art in Public Places ("AiPP") Collection. The City has allocated up to $100,000 (including purchase, commission and other related fees) for the purchase of a work ol art that will be installed in a publicly accessible area of the Miami Beach Convention Center or, if the piece is intended for outdoor display, within the City's Civic and Cultural district. This district incorporales the Miami Beach Convention Center,s-acre green space, Miami Beach Botanical Gardens, City Hall, The Fillmore Miami Beach at the Jackie Gleason Theater, and Soundscape Park at New World Symphony, and is at the heart ol our tourism and economic development initratives. Exhibitors within the Nova and Posillons sectors of Art Basel Miami Beach 2019 are invited to submit one to three (1-3) works ol art for consideration. The attached document outlines the guidelines lor submissions and project timeline of the Program. ln order to facilitate Commission approval and a public vote, exhibitors musl submit work for consideration no later than Friday, October 18, 2019 via an online portal. The selected work ol art will be placed in the City's Art in Public Places collection within the MBCC campus, comprised ol world-class artworks by Franz Ackermann, Elmgreen & Dragset, Dan Graham, Joseph Kosuth, Roy Lichtenstein, Joep van Lieshout, Sarah Morris, and Tobias Rehberger, among olhers. Estimated Cost: up to $100,000.00 from Fund 147 (dedicated fund for AiPP). Timelines: Completed by December 5, 2019 o AAIAAAIBEACH o o o o o City of Liomi Beoth, 1700 Convenlion Cenrer Drive, Miom Beoch, Florido 33139, www miomibeoch{l.gov Project Name: Special Event and Film Permits Project Summary: The Tourism and Culture department issues all special event and film permits. On average, the department issues 300 - 320 special event permits and 1050 - 1100 film permits per year Attached are the very detailed special event and lilm guidelines ln order to secure a special event permit, a producer must apply via the City of Miami Beach portal. Once the application is received, the permitting department reviews the application, ensures that all proper documents have been uploaded (insurance indemnity agreements, site plans, etc.), and begins the multi departmental approval process (Building, Parking, Transportation, Police and Fire). Once approvals have been received and all fees have been paid, the Tourism and Culture department releases the permit. During load in and event days, the Field Monitor checks in on the evenls to ensure that are following all requirements ol their permit and should there be any issues, the producer must rectity immediately or else face a citation f rom Code Enlorcement. Estimated Cost: N/A o AAIAAAIBEACH Timelines: All year round. o o o AAIAAAIBEACH l}1#':iliH;i;Jl3l"?"^1i""'"" 'enter Drve M omBeoch Fror do 33 r3e ':q 'r cn bec:ii s:' o UPDATED 8113I2O'19 SPECIAL EVENTS REAUIREMENTS AND GUIDELINES The City of Miami Beach ("City") hosts a wide variety of special events that enrich the community for both visitors and residents. To mitigate the ever-increasing demands made upon City resources and infrastructure, applicants are required to present proposed special event actrvities to potentially impacted neighborhood associations and appropriate City departments to ensure that these events are compatible with the surrounding neighborhoods. This process assists in evaluating and assessing the City's resources, both in terms of personnel and use of public property and rightof-way's, to adequately protect the public safety, health and welfare of the community. This review may also require a more detailed and coordinated Major Event Plan, especially during holiday or repeat event periods that have a high impact on City services. The Special Events Ordinance (Chapter 12, Article ll, Section 12-5 of the Miami Beach City Code) and the Special Events Requirements and Guidelnes are intended, insofar as possible, to mitigate the costs of City services for special events, although it is not the intent for the costs of special events permit fees to be used for revenue generation. The intent of the Special Event Ordinance and Special Event Requirements/Guidelines are To ensure the City will have adequate advance notice of a proposed special event and the cooperation of the organizers to properly plan any necessary City services (security, sanitation, parking, and traffic control). To ensure that the City's beaches, parks, and public rights-of-way's are protected and conserved, by limiting the number and type of events held in these areas; and To preserve the City's commitment to attract quality events with significant tourism and cultural significance for the community at-large. This Special Events Requirements and Guidelines package has been designed to help guide applicants through the process of applying for a special events permil, and to minimize disruption to the impacted surrounding environment. o TABLE OF CONTENTS INTRODUCTION Table of Contents PERMITTING PROCESS A. TYPES OF PERMITS AND DEAOLINES SPECIAL EVENTS PERMITS:.I. PUBLIC PROPERTY (60 DAY'S NOTICE) 2. PRIVATE PROPERTY (30 DAY'S NOTICE). CONDITIONAL USES. NON.CONFORMING USES IN RESIDENTIAL DISTRICTS 3, WEDDINGS, CEREMONIES AND TEAM BUILDING PERMITS 4, RUE VENDOME PERMIT 5, PRODUCT PROMOTIONS/ TEMPORARY SAMPLING PERMITS B. MINIMUM REQUIREMETNS I, APPLICATION FEE II, PERN,4IT FEE III. INSURANCEREQUIREMENTS IV. INDEMNITYAGREEMENT V. SITE PLAN C. SPECIAL EVENT FEES (EXHIBIT A) D. INTERNAL REVIEW I.MAJOR EVENT COMMITTEE A. MAJOR EVENTS PERIODS b. MAJOR EVENTS PLAN (MEP) II,CRITERIA FOR GRANT OF PERMIT A, TYPE OF EVENT b, ECONOMIC IMPACT C. RESIDENT BENEFIT d, FREOUENTLY USE CHART E. INFASTRUCUTURE AND SERVICES DEMANDS (OUALITY OF LIFE) f. CRITERIA FOR APPROVAL OF PERMIT III.NATURAL DISASTER^/vEATHER E. COMMUNITY REVIEW F. COORDIANTION OF CITY SERVICES ADHERENCE TO REGULATIONS AND OTHER POLICIES A. VEHICLE ACCESS POLICY B. BOOKING POLICY l. CONSECUTIVE DAY CLAUSE/ Limit of permissible events per venue C. GRANDFATHER CLAUSE D. CONCESSION AGREEMENTS E. USE OF PUBLIC PROPERTY F. EVENT SIGNAGE I. SPECIAL EVENT BILLBOARD SIGNS II, STREET BANNERS III, LIGHTPOST BANNERS G. RESORT TAX H. SPONSORSHIP REQUIREMENTS I. RIDES AND AMUSEMENTS J. BUSINESS IMPROVEMENT DISTRICTS (BID) K. MARKETS Special Events Requirements and Guidelines Page(s) 1 _2-.3 {:15 4-9 9-14 14-15 '15 o o o 15-19 't6 't6-18 19 18 18 't9 2 19 19-20 t. I. III. ENFORCEMENT ANO PENALTIES CITY OF MIAMI BEACH AGENCIES A. BUILDING DEPARTMENT I, BUILDING PERMITS AND ELECTRICAL PERMITS II, AMERICANS WITH DISABILITIES ACT B. CODE COMPLIANCE I. FIELD INSPECTOR II. SIGNS. FLYERS AND HANDBILLS III, NOISE ORDINANCE C. FIRE DEPARTMENT I, OFF DUTY FIRE AND PARAMEDIC SERVICES II. ENCLOSED EVENT SITE AND OCCUPANT LOAD III, FIREWORKS PERMIT IV. OPEN PIT AND BONFIRE PERMIT D. MIAMI BEACH CONVENTION CENTER E. OCEAN RESCUE F. PARKING DEPARTMENT G. PARKS & RECREATION DEPARTMENT A. FACILITIES & PERSONNEL B. PARK USER FEES & LINCOLN ROAD USER FEE H. POLICE DEPARTMENT I. SECURITY PLAN AND SERVICES. OVERNIGHT & BACKSTAGE SECURITY. MARINE PATROL . POLICE ESCORTS FOR ENTERTAINMENTII, STREET CLOSURES III, BARRICADES & ELECTRONIC SIGNS IV, PARADE REQUIREMENTS 20-22 tv.o 22-30 22-23 23-24 24-25 26-24 25 25 25 26 28 28-29 30 30-32 30 30 o BICYCLE EVENT(S} REQUIREMENTSI, DEMONSTRATIONS & FREE SPEECH ACTIVITIES A. PROPERTY MANAGEMENT B. PUBLIC WORKS DEPARTMENT C. SANITATION DEPARTMENT D. TRANSPORTATION DEPARTMENT VI. OTHER AGENCIES A. MIAMI BEACH VCA and CAC B. MIAMI DADE COUNTY. PERMIT FOR TEMPORARY FOOD SALES. BEACH CLEANING C. STATE OF FLORIOA. DEPARTMENT OF ENVIRONMENTAL PROTECTION. DIVISION OF STATE LANDS. FLORIDA MARINE PATROL. DIVISION OF ALCOHOLIC BEVERAGES AND TOBACCO. FLORIDA DEPARTMENT OF TRANSPORTATION O. FEDERAL GOVERNMENT. FEDERAL AVIATION ADMINISTRATION . COASTGUARD VI. SPECIAL EVENTS FEE SCHEDULE VII. SPECIAL EVENTS FEQUENCY CHART 30-31 31-32 33-34 33-34 3 o Special Events Requirements and Guidelines I. DEFINITION OF A SPECIAL EVENT A "special event" is generally defined by the City as a special occasion which is temporary in nature. A :ffii?j[:"". permit is required for any event taking place in the City of Miami Beach with the following^ a. The event may occur for up to four (4) consecutive days or five (5) non-consecutive days; b. On public or private "commercial" property and/ or; c. Organized and produced by a for-profit or non-profit organization and/ or; d. Conducted for the following purposes: profit, fundraising efforts, awareness, entertainment purposes, or created for public assembly and/ or; e. When exceeding temporary occupant load capacity, erecting temporary structures over a certain threshold, or requiring City services such as (Police, Fire, Parking, etc.)and/ or; f. ln conjunction with a Film Permit, contract or lease agreement, and under a conditional use permit The following event categories include, but are not limited to: outdoor concerts, art fairs and exhibits, festivals and craft shows, parades, athletic events: (bicycle/cycling, maralhons, triathlons, walkathons, corporate, community networking, charitable fundraising, educational, political, and religious events, flash mob. Applications are processed on a firsl come, first served basis, unless otherwise provided for under the booking policy herein (Section ll. B). A.TYPES OF PERMITS, DEADLINES AND MINIMUM REQUIREMENTS All persons or entities interested in conducting a special event must apply online and submit the minimum requirements as required by the Special Events checklist requirements. . Please refer to Appendix A for a copy of the Special Events fee schedule. SPECIAL EVENTS PERMITS: PUBLIC PROPERTY: - NINETY (90) DAY'S NOTICE PRIVATE PROPERTY - LARGE EVENTS: SIXTY (60) PRIVATE PROPERTY _ SMALL EVENTSTHIRTY 30 DAY'S NOTICE) SPECIAL EVENT PERMITS ON PUBLIC PROPERTY _ NINETY 90 DAY'S ruOT'CE Any events taking place on public property, whether produced by a not-profit or for profit entity, with an exceeding attendance of 150 people or more and requiring City Services (police, fire, parking, etc.) or building and fire permits, as determined by the Office of Special Events, will require a Special Event Permit. Applications shall be submitted with a minimum of NINETY (90) days'prior to the proposed first day of load in for the event. EXAMPLE A SPECIAL EVENT HELD ON PUBLTC PROPERTY WOULD NEED NTNETY (90) DAYS NOT|CE, IF THE EVENT REQUIRES ANY ONE OR MORE OF THE FOLLOWING o REQUIRES Temporary structures o REQUIRES State of Florida DEP Approvals (Beach Access) c REQUIRES Community Review o REQUIRES Building Department Approvals Special Events Requirements and Guidelines o o 4 t. o o REOUIRES Fire Department (open flame, fireworks)o REQUIRES Transportation Department Approval (road closures)o REQUIRES Parking Department Approval (City parking spaces, valet displacement)o REQUIRES City Services (Police, Fire, Sanitation, Parks & Public Works) SPECIAL EVENT PERMITS ON PRIVATE PROPERTY - SIXTY 60 OR THIRTY 30 DAY'S NOTICE Events taking place on private property, whether produced by a not-profit or for profit entity, where such evenl would be considered a'special event'under the City's Special Events Ordinance, and requiring City Services (police, fire, parking, etc.) or building and fire permits as determined by the Office of Special Events, will require a Special Event Permit from the City. Applications shall be submitted with a minimum of 60-30 days, in order to process prror to the proposed event, start date or first day of load-in. EXAMPLE A SPECTAL EVENT HELD ON PRIVATE PROPERTY WOULD NEED StXTy (60) DAYS NOT|CE, IF THE EVENT REQUIRES ANY ONE OR MORE OF THE FOLLOWING: o REQUIRES Adjacent Property Sign Offo REQUIRES Temporary structureso REQUIRES Building Department Permitso REQUIRES Fire Department (open flame, fireworks)o REQUIRES Parking Department (use of City parking spaces)o REQUIRES Presence of City Services (Police, Fire, Sanitation, Parks & Public Works)o NO Public Use A SPECIAL EVENT HELD ON PRIVATE PROPERTY WOULD NEED THIRTY (30) DAYS NOTICE, IF THE EVENT MEETS THE BELOW REQUIREMENTS:o REQUIRES Adjacent Property Sign Offo NO Temporary Structureso NO Building Department Permitso NO Fire Department (open flame, fireworks)o NO Presence of City Services (Police, Fire, Sanitation, Parks & Public Works)o NO Public Use It should be noted that events may ONLY obtain Special Event permits on private property, or in facilities, that have a current Certificate of Occupancy or Temporary Certificate of Occupancy, as well as a Business Tax Receipt (BTR). Events or activities that do not require Special Event permits are recurring activities that are typically not open to the general public and are customary and incidental to a permitted main or accessory use, whether by paid admission or not. Examples of customary uses for hotel properties include, but are not limited to: weddings; Bar Mi2vah; Bat Mitzvah; anniversaries; baby showers; engagement parties; wedding showers; holiday events; awards functions; networking events; fundraisers; charity events; incentive group functions (meetings, etc.); corporate group functions (meetings); convention group functions (meetings); community based organization meetings; reunions; prom; seminars; sweet sixteen; press conferences; product announcements; political functions (including kick offs, election night or during a campaign). Non-recurring events or activities that have extraordinary or excessive impacts on public health, safety or welfare, not normally associated in type or quantity with permitted main or accessory uses, shall reouire a SDecial Event permit. A S pecial Event Permit would be required if your event meets one or more of the following: il. o o Special EvenG Requirements and Guidelines 5 o REQUIRES Temporary structures; oro REQUIRES exceeding the temporary occupant load; or. REQUIRES Outdoor entertainmenu concert performances; or. REQUIRES Television, entertainment events or casting calls open to the public with pu property impacts.L ilt. Conditional uses are recurring activities open to the general public, whether by paid admission or not, identified in the City's Land Development Regulations, and requiring a public hearing (e.g., Neighborhood lmpact Establishments or Outdoor Entertainment Establishments such as Hyde Beach at the SLS Hotel or Delano Beach Club at the Delano Hotel). Conditional Use permits are issued by the Planning & Zoning Department in accordance with the City's Land Development Regulations "Land Use Development Committee's" review and approval process. Non-conforming uses in residential districts are prohibited from obtaining Special Event Permits. Additionally, consistent with Section 142-693 (c), Section 142-302, and Section 142-485 of the City Code, Special Event permits will not be issued to non-conformrng properties South of Fifth Street, or in the area generally bounded by Purdy Avenue on the west, 20rh Street on the north, Alton Road on the east, and Dade Boulevard on the south. WEDDINGS, CEREMONIES AND TEAM BUILDING PERMITS A Wedding, Ceremony and Team Building Permit allows for a single temporary use of public property in the City, other than within existing renlal areas of the Parks Department. A Wedding Ceremony or Team Building Permit allows for limited elements ("Elements"), defined as the following: chairs (up to '150), runner, arch/chuppah, flags, banners, and other temporary markers, battery operated stereo, acoustical performe(s), tables (up to 5) and 10'X'10'pop up tents (up to 3). Any additional Elemenls or activity exceeding the Guidelines and restrictions (see below), inclusive of an adjacent reception would require special event permitting, or prior written approval of the City Manager or his/her designee. REQUIREMENTS: O 1. A completed Wedding, Ceremony and Team Building Permit application, detailing exact location, date, times, Elements and number of attendees shall be submitted no less than FOURTEEN (14) days prior to the wedding/ceremony. 2. A site plan of the area and elements, detailing area features and showing measurements of entire site. 3. A $125.00 Wedding, Ceremony and Team Building Permit fee, payable to The City of Miami Beach and due before commencement of activity. 4. Approved signature survey from any surrounding property owners and all contracted or concession use(s) if the area requested falls within a contracted or concession use. 5. Applicant must provide a Certificate of lnsurance, made out to the City of Miami Beach, 1700 Convention Center Drive, Miami Beach, FL 33139 as certificate holder and additional insured. lf you do not already have access to a policy, you can request a 1-day certificate of insurance from "TULIP - Event lnsurance" www onebeaconenterta in ment com. RESTRICTIONS: o A Wedding, Ceremony and Team Building Permit shall accommodate no more than one hundred and fifty (150) people, inclusive of guests, wedding party, performers, etc. o ltems not allowed with this permit include: catering/food, glassware, tents larger than 10x10, platforms, risers, trussing, generators, or any other structures that require approvals or permits [ilfflflit Department, Fire Department, Public Works Department, or anv other CO o All approved elements shall be hand carried or carted to the permitted site. Driving on the beach and in other unauthorized areas is not allowed at any time, under any conditions with this permit. Special Events Requirements and Guidelines 6 o o tv. When setting up, permittee must leave a 25ft. emergency access lane on the hard packed sand starting directly from the dunes going east, free and clear of any staged equipment or people. o Any promotional elements including, but not limited to sampling, branding or logos are strictly prohibited.o From April 1"'through October 31"i additional restrictions will apply per State of Florida Department of Environmental Protection ("DEP") Marine Turtle Guidelines. DEP permits may be required throughout the year.o Following a wedding, ceremony or team building event, the beach and/or public property must be left in as good, if not better, condition. Applicants must arrange to clean the area immediately following the wedding/ceremony.o ln some circumstances, another permit may supersede this permit such as a Special Event Permit, a Right-of-Way Permit, a Film and Print Permit, or Beach Concessions Operations that may require you to relocate your ceremony or team building event to another similar area close by.o The Noise ordinance will be in effect at all times under this permit.o Failure to comply with Wedding, Ceremony or Team Building Permit requirements may result in a citatlon to permittee and denial of future permits. COMMUNITY ARTS AND CULTURE PERMIT A Community Arts and Culture Permit allows for a maximum of ten (10) re-occurring uses of a public space with non-permanent features/ fixtures, malor temporary structures, or City Services in various places throughout the City of Miami Beach (Rue Vendome, Collins Parks, Lummus Park, Lincoln Road). To qualify for this permit type, the applicant must be a recognized local business, Business lmprovement District ("BlD") or Neighborhood Association. The purpose of this permit is to encourage small events, to showcase local arts and cultural initiatives, which are for specific dates with the following allowances: ALLOWANCES: This annual permit allows for up to (10) re-occuning uses of public space wtth non-permanent fealures/ fixtures, major temporary structures, or City Services. Allowances are for limited elements as defined below: . ALLOWS maximum 150 person capacity . ALLOWS Commercial sales (must have a valid DBPR License from the State of Florida) o ALLOWS Single 10'x10' pop-up tents with a three (3) foot separation . ALLOWS Entertainment (ambient level) and/ or acoustical performe(s) . ALLOWS A riser/platform of thirty (30) inches or less . ALLOWS Power plug-in available or a portable generator rated at 5000 watts or less. ALLOWS Feather banners (signage) . ALLOWS Tables and chairs o DOES NOT ALLOW food or beverage service without proper approvals / permits o DOES NOT ALLOW alcohol service without proper approvals / permits . DOES NOT ALLOW sampling, marketing, or branding initiatives . DOES NOT ALLOW any beach access 7 o Special Events Requirements and Guidelines Examples of Community Arts and Culture lnitiatives include, but are not limited to, Art Fairs, Markets, Cultural Programming, Family / Kids lnitiatives, Senior Events, Community Dance lnstruction, Community Yoga Classes, and Community Picnics. REQUIREMENTS: APPLICATION & PERMIT FEES: All applicants are required to pay a $50.00 application fee (non-refundable) and a $200.00 permit fee. Payments must be made payable to the "City of Miami Beach." A SITE PLAN: A site plan must be submitted with elements and area features. The site plan may be drawn in any size and format as long as the reviewing staff can clearly understand th placement of all elements and area features. RESTRICTIONS: Any additional elements and/ or activitres exceedrng the thresholds listed above will automatically be escalated to Special Event Permit on a case by case basis. PERMIT CONDITIONS:(1) Permit holder shall clean the City/public space location at the end of every session of use under this Permit.(2) Modifications or improvements proposed by the permit holder to obtain electric service at any location are not covered by this permit and must be approved by the City of Miami Beach before the proposed modifications or improvements may be made. Additional agreements may be required for proposed modrfications or improvements, or to add locations.(3) Permit holder shall at all times maintain in their possession the issued permit credential in (4) ffi#i?:"'JJ,'ff:lli""1 3]Jll""'l'$"r:J#j#'#llrT:L, has been crosed by tne citv o Miami Beach due to inclement weather or other reason. The City of Miami Beach will notify the permit holder point of contact of the closure and may post signage whenever possible at the site to identify the nature and duration of the closure.(5) Approved City/public space may be used for permitted uses only during the date(s)/time(s) and location specified on the permit. REQUIREMENTS: Applicants wishing to procure a brand promotion/ temporary sampling permit shall provide the following information to the City's Department of Tourism and Culture no less than fourteen (14) working days prior to said activity: 1. Online application for brand promotion/ temporary sampling permit. 2. Photos and/ or descriptive literature of all products or services to be distributed. 3. A permit fee of $2,000.00 per singular activation, per day, payable to the City of Miami Beach and due before no later than fourteen (14) days prior to said activity. A singular team is defined as no more than five (5) people in total distributing the same product in the location specified on the permit or stationary (vehicle or 10x10 pop-up space). 4. This fee is refundable if permit is cancelled or denied. Proper notrce must be given in writing to the . i?::flfl?il]:xi"i"rrn, "" of $25o oo wiil appty if application is received tess than rourteen 1r! days prror to activation. The fourteen (14) day penalty cannot be waived. o 8Special Events Requirements and Guidelines NOTIFICATION.' Notification to all surrounding business must be given within Seven (7) days' notice of the event date. IIVSURAIVCE: Applicant must provide a Certificate of lnsurance, made out to the City of Miami Beach, '1700 Convention Center Drive, Miami Beach, FL 33139 as certificate holder and additional insured. lf you do not already have access to a policy, you can request a 'l-day certificate of insurance from "TULIP - Event lnsurance" www. onebeaconentertain ment. com. BRAND PROMOTION/ TEMPORARY SAMPLING PERMITS A brand promotion/ temporary sampling permit allows for mobile distribution of a s-person team or stationary distribution ('l0x'10 pop-up space) of branded goods or interactive services to the public with no direct or indirect commercial exchange provided on public property within the commercial, mixed-use zoning districts and beachfront areas of the City. vt. O o 6. Secu rity deposit fee of $500.00 will be collected toensure permit compliance, any potentlal damages to public property, cover fines/ citations and any possible sanitation needs. 7. General Liability lnsurance of no less than one (1) Million U.S. dollars or equivalent value naming the City of Miami Beach as additional insured and certificate holder including the City's address as per Section A Vll (INSURANCE REQUIREMENTS). The certificate must not be older than 90 days. 8. lf within the commercial and mixed-use zoning districts the permittee must obtain a Public Works right-of-way permit for any branded vehicle or stationary activation, which allows for (1 ) one -10x10 branded tent; (1) one 6-foot table; (2) two - chairs and (2) two - feather banners. 9. As part of the brand promotion/ temporary sampling permit, if the activation is stationary a sign-offs is required from the surrounding business. 10. lf on the beachfront area, permittee must obtain the sign-offs of the up-land property and/ or beachf ront concessionaire. RESTRICTIONS: 1. Permittee or his/her representative must maintain a copy of the issued permit with them during the activation. 2. Permit is valid for mobile distribution of a S-person team or stationary distribution (vehicle or 10x10 pop-up space) 3. Permit is valid only for date(s) issued. 4. Permit is valid only for approved product(s) as presented in application request. 5. Permitlee is solely responsible for comprehensive sanitation of any and all areas utilized and their surrounding areas, inclusive of ensuring any sample by-product or literature discarded by the permittee, his/her representative, or the public is removed and discarded appropriately. 6. Permittee or his/her representative as part of mobile distribution may not erect tables, tents, chairs, banners, flags, fencing, inflatables, srgns or other elements in public areas or right of ways. 7. Permittee or his/her representative as part of stationary distribution must keep within items allowed in number eight (8) of the requirements listed above. 8. Permittee or his/her representative may not at any time attach posters, flyers, stickers or other elements on buildings, trees, light poles, newspaper racks, telephone booths, or other public elements. Hand to hand distribution of information must follow City's Handbill Ordinance, as codified in Article 3, Section 46 of the City Code. A Temporary Sampling Permit shall not be required for the distribution of literature, periodicals or other non-product or service related materials, as long as it has no exchangeable or redeemable value. 9. Permittee or his/her representative may not reserve meters for the parking of promotional vehicles (skinned or unskinned). All parking must be in accordance with the City parking regulations. 10. Permittee may not distribute materials from moving vehicles. 11. Permittee or his/her representative may not employ any generators, use electrical outlets or require, install or lay wiring across the public right of ways. 12. Permittee or his/her representative must maintain no less than five (5) feet of unobstructed public access on sidewalks at all times. 13. Permittee or his/her representatives are bound by the Miami-Dade County and City of Miami Beach Noise Ordinances at all times. 14. lf Permittee wishes to distribute material in an area contracted or permitted for concession, outdoor caf6, event, filming or other such uses, Permittee must provide approved signature survey form from affected party. '15. lf within the commercial and mixed-use zoning districts the permit will be issued with discretion and sensitivity to vicinity business, for example a permit request that conflicts with an existing business with same business nature as the request, the City will recommend shifting the placement of the activation to an alternative location that does not conflict with the business in question. 16. Permittee or his/ her representative may not sample within twenty (20) feet in any direction from the outside perimeter, as indicated in the site plan attached to the city issued permit, of any outdoor cafe, outdoor restaurant, sidewalk cafe or other establishment serving food or beverages for immediate consumption, without the express written permission of proprietof of such business. PENALTIES: Violators of terms of a Temporary Sampling Permit may be subject to one or more of the following: Special Events Requirements and Guidelines I o . Revocation of permit and immediate cease and desist order issued.. Forfeiture of full or partial security deposit at discretion of City Manager or his/ her desrgnee.. Subsequent doubling of previous security deposit for future applications.. The product and/or other products from parent company will be restricted from distribution ifl any fut,rn Brand Promotion/ Temporary Sampling permit for a period to be determined by the City Manager or l'! her designee.. Fines and further penalties as Article ll, Section 12-5 (9) of the City Code. Vlll. SPECIAL EVENT PERMITS - MINIMUM REQUIREMENTS. The minimum requirements to apply for a Special Events Permit are: LATE APPLICAIIOIV FEE - This additional fee, equivalent to the applicable application fee, will apply to all applications received after the deadlines noted in seclions A.l.l and 4.1.2 (Page 4). Any application submitted less than fourteen (14) days from event date may not be reviewed, regardless of late application fee. PLEASE NOTE: Late Application Fees cannot be waived. PERMIT FEE - This fee is refundable if application is denied and must be made payable to the City of Miami Beach at the time of application. Please see attached Fee Schedule (EXHIBIT A) to determine fee amount. SECURITY DEPOSIf ($2,500 for events entirely within private property or on public property with no City services required and up to 150 attendees; $5,000 for events up to 1500 attendees and/ll requiring City services; $10,000 for events between 1501 and 5000 attendees; $20,000+ with m[ than 5001 attendees and/ or with a load in to load out duration exceeding 14 days. Deposits for Non- Profit applicants will not exceed $10,000. A refundable security deposit will be required no later than fourteen (14) days prior to the event load in. Based on the scope and location of the event, a pre- and post-event site inspection may be conducted by the applicant and appropriate City personnel to determine existing conditions and evaluate potential damages, if any. Security deposits will be refunded as soon as possible (approximately 3 - 4 weeks after the event) if all conditions are followed, public property is left in as good condition or better and without damage, any pending Code citations are satisfied and all City invoices are fully paid- Failure to comply with restrictions imposed may result in forfeiture of up to the entire amount of the security deposit, as per Section lll, Enforcement and Penalties. Any post-event balance or fines owed to the City, its employees, Departmental or Facility charge/expenses, damage, repair or replacement cost(s), etc. may be deducted from the security deposit. Any unpaid balance owed exceeding the security deposit will be cause for refusal to accept future Special Event Permit applications. Such applications will not be considered until all outstanding debts to the City are paid in full (i.e. License Fee, Code Enforcement Lien, Special Assessment Lien and/or any other debt or obligation due to the City under State or local law). PLEASE NOTE: Security deposits cannot be waived. be submitted no later than fourteen (14) days prior to load in of the event INSURANCE REQUIREMENTS - The City of Miami Beach must be named as an additional insu and policyholder on all insurance certificates issued for the event. Special Events Requirements and Guidelines 10 a red APPLICATION/PROCESSTNG FEE - All application fees under Special Events, and subcategory permits are non-refundable and must be made payable to the City of Miami Beach at the time of the online permit submission. INDEMNITY AGREEMENT - An lndemnity Agreement must be executed and notarized with an original and legally authorized signature and, if a corporation is the applicant or the application is filed on behalf of a corporation, the company seal must be affixed to the document. The Agreement must o o All insurance policies must be issued by companies that are authorized to do business in the State of Florida and have a rating of B+Vl or better in the current editron of Best's Key Rating Guide. The Certificate of lnsurance must state the time, date, location and name of the covered event, including set-up and breakdown day(s), date(s), and time(s). Applicants have the option of submitting a Certificate of lnsurance for each policy year. The City of Miami Beach reserves the absolute right at its sole discretion to increase these requirements, as necessary, to protect the interests of the Clty, including an increase in the amount and type of coverage required, depending upon the scope and nature of the special event. Commercial General Liability - Commercial General Liability insurance, on an occurrence form, must be obtained in the amount of at least $1,000,000 per occurrence for bodily injury, death, property damage, and personal injury. The policy must include coverage for contractual liability. Worker's Compensation and Employels Liability -Conlractors must submit proof of Workers' Compensation and Employeis Liability in the form of a Certificate of lnsurance. All other State regulations apply. Liquor Liability - lf alcoholic beverages are to be sold or served at the event, the group or individuals selling or serving the alcoholic beverage must obtain Liquor Liability lnsurance in the minimum amount of $1,000,000. The sale of alcoholic beverages must be in compliance with the Liquor Conkol Regulations of the Code of the City of Miami Beach. The City's Risk Manager must approve the Certificate of lnsurance. Once approved, the Certificate will be kept on file in the City's Risk Management Divrsion. The insurance requirements must be met no later than fourteen (14) days prior to load in of the event. PLEASE NOTE: lnsurance requirements cannot be waived. SITE PLAN - A preliminary site plan must be submitted with the event application. A final site plan must be submitted no later than fourteen (14) days prior to the event. The site plan must show detailed diagram(s) drawn to scale of the event including: the location of concession booths, portable toilets, dumpsters, public, emergency and accessible routes, location of stages and entertainment and orientation of loudspeakers, locations for electricity and water, generators, lighting towers, A'lC units, fenced or walled areas, disability access elements such as accessible parking, accessible paths of travel, accessible portable toilets, and other relevant elements. All generators, lighting towers and AJC units must be fenced in or barricaded to prevent crowds from coming into contact with them. ln addition, a narrative describing all temporary installations must be attached for beachfront events. For purposes of herein, "beachfront" is described as seaward of the Coastal Construction Control Line. Once the site plan is approved it cannot be altered without the prior written consent of the City Manager or his/ her designee. REINSTATEMENT FEE- lf required event elements are not submitted within fourteen (14) days prior to load in of event, the Permit Application will automatically be considered denied. The applicant may reinstate the application upon submission of any pending requirements and a Reinstatement Fee equal to the applicable Permit Fee. PLEASE NOTE: REINSTATEMENT FEES cannot be waived. EMERGENCY MANAGEMENT PLAN - all Special Event Permit holders must have a basic Emergency Management Plan for their event. The Caty of Miami Beach Special Events office can provide you with a template of this plan, which will cover the process and procedures that will take place, should any emergency Special Events Requirements and Guidelines 11 o B take place, while ensuring the safety of residents, tourists and event attendees. The Emergency Management Plan must be provided to the Special Events office, with your site plan, for review and approval. STEP 2: lnternal Review Procedure OAll proposed events with projected attendance of 200 persons or greater on public property, or privatF property where such event would not be incidental generally or without restriction throughout a particular zoning district, will be reviewed by the City's lnternal Specral Events Committee. The lnternal Special Events Committee meets monthly and is composed of representatives from City departments, including, but not limited to Police, Fue, Tourism and Cultural Development, Public Works, Parking, Planning, Code Compliance and Parks Departments. The Committee will review and comment on the proposed site, security, parking, transportation, and any and all other necessary plans for the proposed event. These comments will be incorporated with those received through the neighborhood review process. Tourism and Cultural Development Department staff will indicate the specific requirements the applicant will need to satisfy and the time frame for completing these requirements. The City Manager will make a final determination on an application for a special events permit within seven (7) days after all special events requirements applicable to the event have been fulfilled. Such requirements must be fully completed by the applicant no later than thirty (30) days prior to the event. Some requirements may require more time. No refunds will be made after a permit is issued; however, payment does not constitute permission to hold the event. All approved permits must be available for inspection on site al all times. For special events produced by 501(c)(3) not for profit organizations (or equivalent), the City Manager may waive permit and application fees, including but not limited to, rental fees for particular City properties, when such waiver is found to be in the best interest of the City. No waivers are allowed for personnel-based expenses (city services), security deposit, late application or late submittal fees. ln determining waiver qL permit fees, no consideration may be given to the message of the event or content of speech, or to t! identity or associational relationship of the applicant. Non-profit 501(c)3 entities are required to provide tllT City with a copy of the most recent lnternal Revenue Service Form 990. Major Event Periods (MEP) - The City firsl evaluates the City's needs, impacts and quality of life issues during MEP's. The City will then also specifically evaluate the impact of events proposed to take place during holiday weekends and major event periods, which create a significant demand on City services and resources. The City may determine an MEP to have high intensity on City services and, therefore, may prohibit the issuance of special events permits during these periods. The City may also determine that enhanced City services are required during such periods. In such instances, costs for enhanced services will be shared equally by and between all permitted events. The City has identified the following repeat or somewhat regular event periods which historically have a high impact on Cily services. lt is realistic to expect these activity periods to continue to be popular in Miami Beach, bringing large crowds that will require additional City service levels and interagency support. These MEP's include, but are not limited to, the following: . October - Halloween, Seafood Festival. November - White Party Week (Circuit), Auto Show. December - Art Basel, New Year's Eve. January - Miami Marathon, NCAA Bowl Games, Art Deco Weekend, NATPE. February - Wine Food & Festival, Super Bowl. March - Winter Party Week, Winter Music Conference. April - Miami Beach Gay Pride, South Beach Triathlon. May - Memorial Day Weekend, National Salute to Americas Heroes. July - July 4th Celebration, Fashion Week Swim. September - Labor Day Weekend Special Events Requirements and Guidelines o t. The Major Events Committee - will take note of announced events and potential events of significance and initiate customized action plans. Each City department has specific action plans to address the requisite levels of service and outline their efforts and responsibilrties associated with any upcoming ma.ior event planned within the City. Major Event Plan - Under the Ma.lor Event Committee the Major Event Plan attempts to address the impact of an event and set forth the action plan involved from a preparation and implementation perspective and sets forth each City Department's service levels contingent upon anticipated population levels associated with each MEP and ancillary/related events. Criteria for Grant of Special Event Permit - The City Manager shall be charged with the responsibility and authority to determine whether a particular applicant shall be granted a Special Event Permit. The City Manager shall have sole authority, subject to the appeal process in STEP 3 of the Guidelines, to approve, approve with conditions, deny, and/or revoke a Special Event Permit upon considering the following factors: 1. Type of Event a. The type of Event covers aspects of the event that relate to what demands the City is likely to experience and/or numbers of attendees can be expected. Other positives or negatives may stem from the hosting of one show versus another. Community profile, reoccurrence, and nature of the venue all are components to be evaluated in the Type of Event category. b. Another important aspect of is the value of ancillary events and conferences that may surround the event (other smaller shows / events). These may or may not be side events directly managed, or a part of, the event under review, or may be shows and conferences from other sponsors that take advantage of the attendee population of the main show. The venues for these other ancillary shows could be local hotels, arenas and parks, in support of the large event. Side events of this type may be considered a positive, from the additional economic impact they may provide, or they may be considered a detriment, depending on the nature and history of these side events. c. Whether or not the event is conducted for an unlaMul purpose and/or rn violation of Federal, State, County or Municipal laws. d. The existence of conflct or interference with another event or another applicant who has obtained a valid Special Event Permit. When there are competing applications which are substantially for the same time and place, priority will be given on a firstcome, firslserved basis, but a first priority will be given to a pre-established, annual event, which is defined as one which has a minimum of five (5) consecutive years of existence in the City under the same ownership, is in good standing (which includes being current on all prior debts), and has complied with other applicable all obligations to the City in a timely fashion. e. Whether the event, if public (as opposed to a private or corporate use), features a public benefit component as its primary function and is not, in and of itself, largely a promotional use designed to advertise or create publicity for product(s) to the public. 2. Resident Benefit All special events on public property will require a resident benefit, defined as a quantitative, tangible benefit to the residents and local community. Examples of Resident Benefits may include, but is not limited to: a. Discounted tickets (Miami Beach residents, seniors, youth, military, veterans, disabled and special needs) b. Special programming or standalone public performance Special Events Requirements and Guidelines 13 o [. o O c. Educational and/or cultural componenv programming d. Senior benefit or food drive - in partnership with HCS e. Donation to the City's Public Benefit Fund (TBD): proposed $.75lperson with a maximum cap of $7,500f. Beach cleanup or dune restoration - monetary equivalent based on footOrint Iimpact of event b. The City will also consider events undertaken by not-for-profit organizations that demonstrate directly helping a charitable cause. c. An Economic lmpact Survey is required to determine if an event has demonstrated a positive economic impact to the City. 4. Frequency Chart To ensure that the City's beaches, parks, and public rightof-ways are protected and conserved, by limiting the number and scope of the events held in these area. The City has in place a "Frequency Chart, which outlines the maximum number of days in a calendar year that can be used within the designated area listed under the "Frequency Chart". Once a designated area reaches its maximum allowance, no other event can lake place. This allows for the natural restoration and maintenance of our beaches, parks, and public right-of-ways. 5. lnfrastructure and Service Demands (Quality of Life) a The City will consider whether the evenl is compatible with the surrounding neighborho and complements the ambience and aesthetics of the area in which it is presented.o c. The stress that a show may place on various City services is considered in the evaluation process. Expenses associated with additional crowd control, policing, security, parking, and traffic shall be considered. d. The City will also consider the availability of these needed resources including time, people, money and equipment. e. Additionally, more intangible aspects of the effects that an event may have, relating to the quality of life aspects that may positively or negatively impact the local flavor of the City and the lives of the resident population, are also considered in this area, including the urgency of the event, the realistic trme frame, and other events taking place in the City and South Florida area at the same time. f. lnterference with traffic in the area contiguous to the event, and availability at the time of the proposed event of sufflcient City resources to address the events potential impacts and mitigate the potential disruption. Availability of police otficers, traffic control aides and kaffic conkol equipment to protect the B:l::[3?l';X,':?f :"li#:"5',::T:$",JT"i:$Ei::im,H:,:"5'?f "il:,:oevent. s Special Events Requirements and Guidelines 14 3. Economic lmpact to the City a. The City will consider the event's long{erm, short-term, and rndirect effects on profiUcosts to local economic industries, including but not limited to hotels, restaurants, entertainment establishments, retail, and the City. b. The City will consider whether the event poses a public threat to residents, businesses, and visitors, not considering contenl of speech, message, or reaction to the message. o o h. Concentration of persons, vehicles or other structures at the event and feasibility of disbanding the area in order lo allow flre, police and ambulance services. Substantial likelihood of subjecting neighborhood in immediate vicinity of proposed site of event to unreasonable and prolonged noise, littering, or parking difficulties. City services required for the event cannot be reasonably made available at the time of the proposed event. 6. References a. The event shall provide references from other locations that it has used. The evaluation should consider not only the references themselves but the quality of the references and the sources from which they come. A list of references that cover, not only the previous venues for that event, but also the references from that City, the Police Department and any civic organization that the past venue impacted showing the good citizenship and positive economic impact the event has had in other places where it has been held. b. Whether same or similar event has a history of causing or resulting in a threat to public safety in Miami Beach or elsewhere, except that if the public safety problem was caused by crowd reactions to the event's message, this factor alone shall not be sufficient cause to deny or revoke a City Special Event Permit. c. Material misrepresentation or incorrect material information made in the application process. Prior to a denial or revocation based on this factor, the City Manager shall give the applicant an opportunity to cure, satisfactorily rebut, or revise such evidence. e. Failure to substantially perform a clean-up plan which was made a condition of a previous permit. f. Failure to adhere to City policy as prescribed by the Special Events Requirements and Guidelines, or other applicable laws where the health, safety and welfare of the community is potentially affected. 7. Promotional Value a. ls the event under consideration a high-profile event with good name recognilion and a good reputation? The evaluation must try to assess the importance of having the City and the event linked in the press. All positive results that may be derived from the association should be considered. lt may be that the value of having the event lies in the other high-profile events that traditionally follow this one. b. Also, positive publicity surrounding a high-profile event may have had the effect of long term increases in local tourism and free positive publicity for the area as a whole, increasing general business activity. 8. lssuance of Special Event Permits during High lmpact Periods a. During periods of enhanced or unavailable staffing of City resources (Police, Fire, Code, Sanitation, etc.), The City does not accept applications for new events on public property. Such periods include the month of March and first two weeks of the month of April, which coincides with college and high school spring break and existing events. b. Some successful events held on private property during such periods may outgrow the capacity of the property and have a need for the City to consider allowing the event to expand Special Events Requ,irements and Guidelines o d. Failure to complete payment of any sums required for a previous event until such time as payment is received. ilt. onto public property in order to remain viable in The City. ln an effort to maintain existing business, the City shall consider the following additional criteria in considering requests:. Whether or not the event producer has had a successful track record of obtaining ;ffi 1i"="H"1:"T11:,.il1fl ""o;;,',?,TI""X','J:ff ,"illi:!:""f:,','f Ii';"''l'"p. Such applications would be considered on a first-come, first-serve basis, until sur resources are no longer able to be reserved.. The event(s) could not occur concurrently on both private and public property. . The City will consider the event's long{erm, shortterm, and indirect effects on local economic industries, including but not limited to hotels, restaurants, entertainment establishmenls, retail, and the City.. The City will consider whether the event is compatible with the surrounding neighborhoods and complements the ambience and aesthetics of the area in which it is presented.. The City will consider the stress that such an event may place on various City services with expenses associated with additional crowd control, policing, security, parking, and traffic to be borne by the event producer. . The City will also consider the availability of these needed resources including time, people, money and equipment.. City services required for the event can be reasonably made available at the time of the proposed event.. The event must be approved by a 417 vote of the entire City Commission. No permit shall be denied nor shall the applicant for a permit be given less favorable lreatment as to time, manner and place on account of any message which may be conveyed at an event, or on account of the identity or associational relationships of the applicant. li;j"HH:l 'j",["Jx'":1J,1i':i;ffl:xl'^1",1 3f""'# ;,:".:J:l]:"j rf r:l;jlxi'Ti[:3,L which may be aroused in the public by the content of speech or message conveyed by the event, provided that reasonable accommodation as to time, manner and place may be required in order for the City to provide the resources necessary for protection of health, safety and welfare. No event applicant or permittee shall be required to provide for, or pay for the cost of, public safety personnel necessary to provide for the protection of an event and its attendees from hostile members of the public or counter-demonstrators, or for traffic control outside the event area or for general law enforcement in the vicinity of the event. Criteria for Approval of Permit - After all required elements are completed, and City Departments and impacted neighborhoods have reviewed and submitted their comments regarding an application, the City Manager shall do the following.. Approve the permit;. Approve the permit with conditions; or. Deny the permit upon conditions (as set forth in these Guidelines). lf the permit is approved, the City Manager, in consultation with the heads of the affected City Departments, shall also impose any necessary restrictions or conditions as to the time, manner and place to be observed in accordance with public safety, environmental and administrative considerations (based upon the application), provided that such considerations shall not include any consideration of the content of any speech or message that may be conveyed by such event, nor by any consideratrons concerning the identity or associational relationships of the applicant, nor to any $:::li::L'"::$:*'1"*'ff;?ll3:""T.i:* that ma,, be aroused in the pubric bv the contento After the City Manager approves the issuance of a permit, the applicant may obtain such permit by Special Events Requirements and Guidelines to o agreeing to accept the "Terms and Conditions" imposed in accordance with these Guidelines. lf the City Manager denies or subsequently revokes a permit, he will provide the applicanVpermit holder with written notification and reasons for the denial/revocation of the permit (which shall be consistent with the criteria in these Guidelines). lt is understood and inherent as part of the application process and agreed to by applicant upon submittal of the application, that application does not constitute approval and any and all marketing or production expenses incurred are solely the responsibility of the applicant and not the responsibility of the City regardless of the application's approval or denial. o C. Natural Disaster/Severe Weather - The declaration of an emergency, threat or a natural disaster, including extreme weather or the existence of a national threat, the City has the right to cancel and/ or rescind any and all Special Event, Wedding, Ceremonies, Team Building, Rue Vendome and Temporary Sampling permits. ln the event of a natural disaster/ severe weather application and permit fees are not refundable. Applicant MUST notify the City with at least Twenty-Fout (24) hours of said cancellation in order to receive a recovery date. Once a recovery date is approved by the Special Events office the applicant is responsible for re-scheduling any City Services staffing and/ or services. C. STEP 3: External Review Procedure The City Manager shall consider recommendations from neighborhood association(s) in determining whether to grant a Special Event Permit or what conditions to impose upon granting of the permit. Notwithstanding, the City, through the City Manager, reserves the right to approve, approve with conditions, deny, and/or revoke any Special Event Permit. Permits may not be transferred, assigned or sublet, without prior written approval of the City Manager. The final decision for authorization of a Special Event Permit remains with the City Manager subject to an appeal as follows. ln the event of a lack of consensus between the neighborhood association(s) (or Planning Board) and the City Manager regarding a decision on a permit, the association(s) (or Planning Board) may appeal the Manager's decision to the Mayor and City Commission for consideration at its next available meeting. The appeal must indicate in writing the association's (or Board's) reasons for disagreement with the Manager's decision in approving or denying the permit being appealed. Such appeal also must be accompanied by a Special Events Requirements and Guidelines 17 o Beach lmpacts (other). Special Events occurring during hurricane season shall have an emergency evacuation plan that will go into effect within eight (8) hours of a hurricane warning and be completed within twenty- 'four (24) hours - all equipment, material, staff, staging, vehicles and associated appurtenances shall be removed from event site within the allotted time. Special events in the City of Miami Beach are subject to review and recommendation by the corresponding neighborhood or business association(s) and/ or as part of a monthly Special Events Community Review. Signature Surveys may also be required for properties deemed to have a direct impact by the event activities. Applicants will be required to present their plans to the appropriate neighborhood association. ln the case where there is no legally constituted/recognized assoclation and the expected event attendance exceeds 200, the matter may be referred to the City of Miami Beach Planning Board for review and recommendation. Recommendations from the respective associations or the Planning Board, stating its position on the proposed event, should be submitted to the Special Events Office at least 30 days prior to the event. The City will only recognize neighborhood associations that have filed for and received official neighborhood status. ln orderto receive official neighborhood status, organizations must meetthe City's criteria. The City's critena and a list of recognized neighborhood associations can be found on the City's website at www. miamibeachf l.qov. written resolution of a majority of the board of the association (or the Planning Board) indicating the decision to file the appeal. The Mayor and City Commission may affirm, modify or reverse the decision of the City Manager. lf the date scheduled for the proposed event arrives before the next available Commission meeting, I decision of theManagerwill befinal. lfapproval of the proposed event is delayed such that the event canndf be held on the date(s) and time(s) specified in the permit application, or if the event is not approved at all, the City will not be held liable for any expense(s), losses, or liabilities or other inconveniences incurred by the applicant as a result of same. D. STEP 4: Coordination of City Services Special events often require the supplementing or hrring of City services. The City's Special Events Office will review comments received during the internal and external review processes and will determine minimum staffing levels, with recommendations from the relevant Department directors. The City may also determine that enhanced City services are required during Major Event Periods in order to mitigate excessive stresses on City resources. ln such instances, costs for enhanced services will be shared equally by and behveen all permitted events. The City assumes no liability arising or resulting from the determinations of minimum staffing levels or the requirements for any events. A list of frequently required services is provided herein appropriate Department to compensate each employee engaged by the applicant OII. ADHERENCE TO REGULATIONS AND OTHER POLICIES The City of Miami Beach reserves the right to provide services that it believes are necessary and sufficient to safeguard and ensure the health, safety and welfare for all participants, visitors, businesses, staff and general citizenry. All arrangements for services or facilities shall be staffed and paid for at two (2) weeks prior to load-in of the event. An applicant's budgetary constraints cannot dictate staffing levels required for public safety. ln addition to compliance with all applicable Federal, State and County regulations, the applicant shall comply with all City codes, regulations, and laws. Any other permits, as may be required by the City of Miami Beach, Miami-Dade County, the State of Florida, orthe Federal government, must be obtained and adhered to. lt is the sole responsibility of the applicant to obtain all permits and comply with all requirements, including but not limited to those described herein. The City of Miami Beach, under no circumstances, guarantees, warrants or represents that the issuance of a Special Event Permit exempts the event from obtaining, or ensure the obtaining of, any permits or complying with any requirements which may be required currently or in the future by any Federal, State or local authorities, including other permits that may be required by the City. The City Manager has the authority to alter or end an event at any time it is determined necessary to assure the continued health, welfare and safety of the City's residents and visitors. Lack of compliance with the City Manager's directives, including but not limited to, audio volume and adherence to site plan, shall be sufficient cause to warrant an event's closing (or other remedres provided in the City Code or herein). lssuance of a required Federal, State, or local permit does not authorize permission to hold an event. A Special Event Permit must be issued to constitute authorization from the City to hold the activity. Special Events Requirements and Guidelines '18 ! Fully paid receipts/invoices for required supplemental or City services and equipment rental must be submitted to the Special Events Office no less than two (2) weeks prior to an event. Any additional services rendered by the City for the event will be charged to the applicant and may be deducted from the security deposit. When City personnel are employed, there will be a four (4) hour minimum charge rendered by the ? All pre-payment schedules for City services are due, as indicated, except the City reserves the right to waive this requirement for events which have an exemplary prompt payment history with the City established over the course of at least five (5) years. Vehicle Access Policy Use of beaches, parks or pedestrian areas for event related vehicles should be minimized, and whenever possible, All Terrain Vehicles (ATV'S), all terrain gators, and/or golf carts should be utilized by event producers for events taking place on the beach or in pedestrian areas such as parks. Notwithstanding the above, certain events taking place on the beach, in parks or other authorized use areas may require vehicular access for the purposes of loading-in and out of equipment for the event, all such vehicles must be removed from such areas immediately thereafter. There is a vehicle access fee of $150.00, per vehicle, per event. Event producers may purchase a maximum of ten (1 0) Vehicle Access Permits per event, unless additional passes are approved by City Manager or his/ her designee. A Vehicle Access Permit will be issued by the Special Events Office and must be displayed on the windshield of every vehicle on the beach. For any beach access, all such vehicles must be escorted on and off the beach by either City of Miami Beach Police, Off-Duty Police or Ocean Rescue. All other authorized access uses (i.e. in City parks) may require escort by City of Miami Beach Police, Off-Duty Police, Ocean Rescue or other designated City employee(s). All vehicles will be restricted to the location(s) listed on the permit. All operating vehicles on the beach, park or other authorized use area shall follow the procedures listed herein:o Due care and caution will be utilized at all times while driving any vehicle on the beach, park or other authorized use area.o All vehicles on the beach, park or other authorized use area shall enter and depart the area beaeh at the nearest access point to the call.o Prior to entering the beach, park or other authorized use area, vehicle headlights and overhead flashing lights (if equipped) or four way emergency lights will be turned on.o Drivers must turn off radios and shall roll down both the passenger and driver's side front windows of their vehicle while operating a vehicle on the beach, park or other authorized use area.o Maximum speed allowed on the beach, park or other authorized use area is 5 MPH.o Vehicles, SUVS, and trucks are prohibited from driving on the soft sand where hard pack sand exists.o Vehicles, SUVs, and trucks shall stay u/est of the garbage cans on the hard pack sand at all times.o Do not drive over hills or berms (dunes) or near obJects that may obstruct your view.o lf you stop and exit your vehicle, walk completely around the vehicle prior to reentering your vehicle and moving it.o Traffic cones (orange, 18" high) must be placed at the front and rear of vehicles when parked on the beach, park or other authorized use area.o Use of a cellular phone or walkie talkies while the vehicle is in motion is prohibited. o Personal vehicles are prohibited on the beach, park or other authorized use area at all times. These procedures are to be complied with at all times by anyone operating a vehicle on the beach, park or other authorized use area. Failure to comply with these procedures may result in immediate revocation of the permit and termination of the event. Booking Policy - Public locations are booked on a firstcome, first-served basis, but a first priority will be given to annual or grandfathered events. Please refer to the Grandfathered Event Clause for definition of a grandfathered event. A special event shall not be booked if it interferes with a previously scheduled activity, event or repair work scheduled for the proposed site. The City Manager or designee has the discretion to approve or deny events taking place simultaneously or in close proximity to each other when considering, Public safety; resident quality of life impacts; zoning restrictions, and any other significant factors that would impact the City's capacity to successfully host the event can also be taken inlo consideration. Special Events Requirements and Guidelines '19 o B o D Dates and locations are reserved on a first-come, firslserved basis upon submission of a completed Special Event Application and payment of the Application Fee must be submitted. Without it the City may L"J j:f;::^" Special Event Permit process as specified in the City's Special Event Requirements rnd O To guarantee a place holder for your event at the beginning of each fiscal year (October 1) events may secure the event date and location by submitting the event applcation six (6) months in advance of the event and by paying the following fees at the time of submrssion. o Application fee o Permit fee o 50% ofthe estimated square footage fee o 50ok of estimated deposit Grandfathered Event Clause - Events that hold a minimum of five (5) consecutive years of existence in the City; under the same ownership; which are in good standing (including being current on all prior debts); which have complied obligations in a timely fashion to the City; and which have demonstrated a positive economic impact on the City of Miami Beach. Consecutive-Day Clause/ Limit of permissible events per venue - ln no case shall a permit be issueq[- to an applicant or uenr", for similar events, for more t'han four (4) consecutive days or five (5) nf consecutive days each during the course of a calendar year. A separate Special Event Permit shall br required for each individual venue of a multi-venue event. Certain public locations are appropriate for special events, but do not have certificates of use and occupancy defining their use. Such localions shall not be limited to the five (5) non-consecutive days per year limitation. Business or merchant associations are permitted to have events throughout the calendar year that promote and encourage patronage of the businesses in the geographic boundaries of the association. These events may NOT be retail oriented and MUST be free and open to the general public. A Special Event Permit may be required for such events and shall be obtained by the association. Such approvals shall abide by the City's Special Events Requirements and Guidelines. The City Manager shall have the discretion to approve a Special Event Permit for events which exceed the consecutive day clause/ limit of permissible events per venue, and shall also have the discretion to amend, modify or temporarily suspend the permit for such events. Concession Agreements - Unless calculated Square Footage fee (see D/ is greater, all events which include retail sales or vending will be required to enter into a written concession agreement with the City. Beachfront and non-beachfront events shall provide fifteen percent (15%) and ten percent (10%) respectively of all gross revenues derived from admissions and the sale of food, beverages, and merchandise. ln the case where a producer rents booth for the sale of food, beverage and merchandise, the gross rate shall be calculated on the rental and/or concession revenues received by the applicant or tl gross revenue generated by the concessions regardless of whether the applicant derives direct or indir financial gain from such revenue. Copies of concession agreements and full disclosure of all principals must Special Events Requirements and Guidelines 20 E lf the event is grandfathered a Letter of lntent musl be submitted at least six (6) months/ in advanced in order to hold the date and location. lf the event is cancelled before it takes place it will result in the forfeiture of all fees excluding deposit- Should the City not approve the event, all fees will be returned except for the application fee. Events NOT on Hold cannot be guaranteed. c. Venues are limited to five (5) Special Event Permits per calendar year. Citywide special events and conventions shall not count against the annual 5 special events permit limitation. o be provided to the Special Events Office two (2)weeks prior to the event A notarized statement, certified by a Certified Public Accountant (CPA), of the above referenced revenue, along with payment of the aforementioned percentage, must be provided to the City no later than thirty (30) days following the event. The Security Deposit on file will not be released until such stalement and payment have been submitted to and accepted by the City. Under the terms of the agreements between the City of Miami Beach and its beachfront concessionaires, there exists exclusivity for rental of beach equipment, water and recreational equipment, food and beverage service on the beachfront, east of the coral rock wall at Pier Park (Biscayne Street to First Street); and easl of the sand dune in Lummus Park (from Fifth Street to Fourteenth Lane); Ocean Terrace (73rd Street to 75th Streets); and North Shore Open Space Park (79th Street to 87th Streets). Additionally, the City may enter into additional agreements in the future with beachfront concessionaires for other beachfront locations seaward of City-owned property and/or seaward of street-ends at public righlof-ways. Any proposed special event to be held on the beach within one of the previously mentioned concessionaire's .lurisdiction is subject to review by the concessionaire. Notification to the concessionaire by the applicant must be in writing at least 60 days prior to the event. A copy of the applicant's agreement with the concessionaire or a letter of release from the concessionaire must be submitted to the Special Events Office at least thirty (30) days prior to the event. Up-land Concession Areas - The City issues licenses to operate beachfront concessions to up-land property owners (areas located behind private property) from Government Cut to 87 Terrace. A written release from upland owner concessionaires is required for events proposed behind private property that may interfere with these up-land concession areas and must be submitted to the Special Events Office at least thirty (30) days prior to the event. Use of Public Property - Unless Concession Agreement (see C) is greater, permit holders will be charged a net square footage rate of $.25 per square foot for public property occupied by the event for stages, booths, displays or areas restricted for exclusive use by the event. The Square Footage Fee will be calculated in the following manner: The City Manager may, in his/her discretion, waive this fee for events by not-for-profit corporations, or other event, when such waiver is found to be in the best interest of the City. ln the case that the permit holder is operating under a concession agreement with the City, the net square footage rate may not be applicable. Event Signage - Sponsorship banners and signage are allowed within the designated evenl site only and may be displayed only during the event. Banners must be immediately removed from the site following the event. Special Event Billboard Signs - Up to five (5) banners or billboard signs with a maximum size of 4'x8'may be approved for placement in designated public locations in the City. These signs are required to obtain Design Review approval from the Planning Department. A City application must be submitted to the Planning Department, no later than 60 days prior to the event. A Building Permit is also required prior to installation. [.Street Banners - Event advertising banners shall not extend or project over any portion of any street, or right-of-way. Light Pole Banners - Light pole banners are permitted in the City when approved by the Planning Department and the City Manager for special events taking place in the City of Miami Beach, and by the City Commission, for special events held outside of the City of Miami Beach. The application Special Events Requirements and Guidelines D o o ilt. E, Enclosed Site: Aggregating the square footage of the total fenced area. Non-enclosed Site: Aggregating the square footage of the individual fixtures of the event (i.e. stages, booths, tents, display areas, bleachers, etc.). L G H process begins at the Planning Department for Design Review approval no less than 90 days prior to the special event. Approved light pole banner design with the banner locations are then forwarded to the Special Events Office. A fifty dollar ($50.00) per banner fee (twenty-five dollar [$25.00] per banner fee if applicant is a 501(c)(3) or other equivalent non-profit organizations and verified by stalr. records) and fifty dollar (550.00) processing fee will apply. Light pole banners on State norOi tO sth Street, Collins Avenue, 41st Street, etc.) require an additional permit from the Florida Departmena- of Transportation. ResorT Tax All events that include sales of food, beverages, alcoholic beverages, or wine are required to levy a two percent (2%) tax, as per Miami Beach City Code Chapter 102, Article lV. A copy of the aforementioned section of the City Code and the Special Event Resort Tax Return forms are available through the Special Events Office. lt is the responsibility of the event producer to collect, complete the form and remit payment to the City. Sponsorship Requirements The following is a list of publicity and credit requirements for events or programs receiving financial or in- kind support from the City of Miami Beach:. Prominently display City of Miami Beach logo in all promotional marketing materials related to the evenUprogram including, but not limited to, advertisements, brochures, websites, e-mails, newsletters, banners, posters, event programs, and other print and/or electronic publications.o lnclude the following credit line in all print news and press releases and broadcast media: "This evenUprogram made possible with support from the City of Miami Beach" and include a quote from City of Miami Beach Mayor.o One full page full color ad in program guide. Website link to rwwv.miamibeachf l.qov. Events/programs offering travel packages will also provide a link for to the following websiteso www vrsitmLamrbeach us o www. m ia m ia nd beach es. com o. On-stage signage in a prime location (if applicable).. Provide a booth/display area at all events (if applicable).. Live announcement(s) during the event by emcee. Operate within the requirements of all City of Miami Beach existing sponsorships (Coca-Cola, etc.). All complimentary tickets provided by an evenUevent producer shall be consistent with the City Commission established policy for the distribution of tickets and the City's Administratrve Guidelines for Distribution of any tickets and must be sent directly to the City Manager's office, located at 1700 Convention Center Drive - 4rh Floor. The City reserves the right to negotiate additional terms if in-kind and financial support is in excess of twenty-five thousand dollars ($25,000). BUSINESS IMPROVEMENT DISTRICTS ("BlD") - Various BID's have been established in defined areas of the City to enhance and revitalize various commercial corridors such as Lincoln Road, Washington Avenue, and Espanola Way. Events taking place with in these BID's would fall under the "Community Arls and Cullure lnitiative Permit", provided they include a wide-range of arts or culture event activations that benefit the merchants and residents of the City as whole. J. Rides and Amusements - The City does not allow for-profit carnivals, amusement parks, or carn ival-related mechanical amusement rides. K. Markets - For information on how to become a market producer or vendor, please contact the City of Miami Beach Procurement Department at 305-673-7490. lll. Enforcement and Penalties Special Events Requirements and Guidelines 22 o o (a) Civil fine for violators. The following civil fines shall be imposed for a violation of this section: (1) First offense within a '12-month period a fine of one thousand dollars ($1,000.00); (2) Second offense within a 12-month period a fine of twentyJive hundred dollars ($2,500.00); and (3) Third offense and subsequent offenses within a 12-month period a fine of five thousand dollars ($5,ooo.oo). (c) Rights of violators; payment of fine; right to appear; failure to pay civil fine or to appeal (1) A violator who has been served with a Notice of Violation shall elect either to: a. Pay the civil fine in the manner indicated on the Notice of Violation; or b. Request an administrative hearing before a special master to appeal the Notice of Violation within 10 days of the issuance of the notice of violation. (2) The procedures for appeal by administrative hearing of the Notice of Violation shall be as set forth in sections 30-72 and 30-73. (3) lf the named violator, after issuance of the Notice of Violation, fails to pay the civil fine, or fails to timely request an adminrstrative hearing before a special master, the special master shall be informed of such failure by report from the Code Compliance Officer or the Miami Beach Police Officer. Failure of the named violator to appeal the decision of the Code Compliance Officer or the Miami Beach Police Officer within the prescribed time period shall constitute a waiver of the violator's right to administrative hearing before the special master, and be treated as an admission of the violation, and fines and penalties may be assessed accordingly. (4) Any party aggrieved by a decision of a special master may appeal that decision to a court of competent jurisdiction. (5) The Special Master shall adjudicate a violation upon failure to request an administrative hearing with ten (10) days of the issuance of the Notice of Violation and shall be prohibited from hearing the merits of the Notice of Violation or consideration of the timeliness of the request for an administrative hearing. (d) Enhanced penalties The following enhanced penalties shall be imposed, in addition to any mandatory fines set forth in (9)(a) above, for violations of this Section: (1) lf the offense is a fourth offense within the preceding 12 month period of time, in addition to the fine set forth in (9)(a), the property owner, event producer or permittee shall be restricted from receiving a Special Event Permit for a three (3) month period of time. (!) lf the offense is a fifth offense within six (6) months following the fourth offense, in addition to any fine set forth in (9)(a), the property owner, event producer or permittee will be restricted from o o Special Events Requirements and Guidelines 23 (b) Enforcement. The code enforcement department or the Miami Beach Police Department shall enforce the provisions of this section. This shall not preclude other law enforcement agencies or regulatory bodies from any action to assure compliance with this section and all applicable laws. lf a Miami Beach Police Officer or a Code Compliance Officer finds a violation of this section, the Miami Beach Police Officer or the Code Compliance Officer shall issue a Notlce of Violation to the violator as provided in chapter 30 of this Code, as may be amended from time to time. The Notice of Violation shall inform the violator of the nature of the violation, amount of fine for which the violator is liable, instructions and due date for paying the fine, notice that the Violation may be appealed by requesting an administrative hearing within ten days after service of the Notice of Violation, and that failure to appeal the violation within the ten days, shall constitute an admission of the violation and a waiver of the right to a hearing. receiving a Special Event Permit for a six (6) month period of time. The property owner, event producer or permiftee shall be deemed a habitual offender. (Q The City Manager may decline to issue future Special Event Permits to such person or entity thA have been deemed habitual offenders pursuant to this section for a period of one year, or such ott! period of time acceptable to the City Manager. Violations of a Special Events Permit An issued special events permit will have terms and conditions intended to be followed by the event producer and/or permittee, unless specific arrangements are made only by the City Manager or his/her deslgnee, in writing, after the event permit is issued. Should such conditions and/or arrangements be disregarded by the event producer and/or permittee, his or her vendors or participants, whether witnessed by City personnel or established by photographic or other evidence or testimony afterwards, the producer and/or permittee would be in violation of the Special Event Permit and be subject to enforcement proceedings as provided by City Code and/or these guidelines. With the exception of violations for which no correction is possible (e.9. noise violation, commercial handbills, event without a required permit, etc.), if the violation is observed by City staff during the special event, the event producer/permittee will be given a time-certain opportunity (30 minutes or other time period as specified by the City Manager or designee) to correct the violation. Notwithstanding, the City retains discretion to proceed directly to the issuance of a notice of violation if the violation is egregious and/or violates conditions expressly provided for in the permit, or if a prior verbal warning for a violation of the Special Event Permit has already been provided. Multiple violations shall be treated as one instance when simultaneously observed. Examples of Special Event Permit violations may include, but are not limited to the following, unless specified by the Special Event Permit: violation of the noise ordinance; unauthorized use of public space; use ol unpermitted structures or event elements; improper utrlization of the Vehicle Access Pass polia violation of Conditional Use Permit (CUP) approvals or conditions; violation of Florida DepartmentF Environmental Protection (DEP), Miami-Dade Environmental Resource Management (DERM) or Florida Department of Transportation (FDOT) conditions; violation of regular or temporary occupant load; unauthorized use of branding, promotional activities or sampling; damaging public property without prior approval; or inability to effect proper sanitation plan. Any event that takes place without a Special Event Permit or in an area that is ineligible to obtain a Special Event Permit (e.9. specified non-conforming uses) cannot by rts nature be corrected and must be cited and shut down immed iately. The City may issue a verbal warning for first time violations in lieu of a first offense fine Such fines are in addition to and separate from any violations issued by the City for noncompliance with other sections of the City Code. The event security deposit will be held until the appeal period has lapsed, the Special Master has made a determination on the case or to satisfy unpaid fines. The City may increase the security deposit requirement for any issued or future permit. The City reserves its rights to pursue alternate enforcement proceedings and penalties as provided for and allowed by law. IV. CITY OF MIAMI BEACH AGENCIES A. Building Department (e) Building and Electrical Permirs - Pursuant to the South Florida Building Code, the City's Buildi Department must issue a building permit for all special events involving temporary construction the use of temporary electrical power., Examples of temporary construction include, but are not , Special Events Requirements and Guidelines 24 limited to, freestanding tents, stages, fences, bleachers, temporary electrical connections and generators over 5000 watts. The applicant must present a copy of the Building Permit to the City's Specral Events Office at least fourteen (14) days prior to the event. o o il.Americans with Disabilities Act - All special events must be designed and operated consistent with Chapter 553, Florida Statutes (the Florida Accessibility Code). B. Code Compliance Field lnspector - The City may require the applicant to hire a Field lnspector and/or a Code Compliance Officer to serve as an overall on-site coordinator, whose responsibility will be to ensure that all services are provided, the event runs smoothly, and that all Federal, State and local rules, regulations and ordinances are complied with. Special event producers agree and understand that a Field lnspector andlor a Code Compliance Officer, which will report to and be under the direction of the City, may be required in order to ensure compliance, as approved by the Special Event Permit, and the conditions imposed with the issuance of such permit. Enforcement includes all activities leading up to, including, and following the conclusion of permitted endeavors._Event producer further agrees and understands that all costs associated with such Field lnspector and/or Code Compliance Officer shall be borne by the producer and reimbursed to the City prior to refund of security deposit pursuant to Section A (Vll) herein. Field lnspector and/or Code Compliance Officer may be required for events with expected attendance of 1,000 persons or greater. Field lnspector/Code Compliance Officer requirement for all other events will be determined on a case by case basis. Signs (Flyers) & Hand Bills - The City regulates the distribution of flyers, handbills or stickers. Specifically, distribution of handbills upon premises of another when requested not to do so is prohibited, and placing or distributing any handbills on vehicles is prohibited as per City Code Sections 46-92 and 82412 Violations will be issued by Code Compliance for violations on public property and for handbrlls placed on automobile windshields carrying a fine of $50 for each sign (flyer) or handbill and a $23 removal charge per sign. Noise Ordinance - The City prohibits unreasonable and disruptive noise that is clearly incompatible with the normal activities of certain locations at certain times. Both the Miami-Dade County Noise Ordinance, Section 21-28 of the Code of Miami-Dade County, and City of Miami Beach Noise Ordinance, Article lV, Sections 46-151 to 46-162, are applicable and enforceable to both public and private property within the City. These Ordinances make it unlawful for any person to make, continue or cause to be made any loud, excessive or unusual noise. lf the excessive noise occurs between the hours of 11:00PM and 7:00AM in such manner to be plainly audible at a distance of 100 ft. from the building, structure orvehicle in which it is located, this shall be prima facie evidence of a violation of the Ordinances. lf a noise violation occurs, the enforcing Code Compliance Officer will require that the noise be lowered to an acceptable level. Failure to comply with a request from the Department of Code Compliance concerning violation of the Ordinances may result in the immediate revocation of a Special Event Permit and/or immediate cease and desist of event activity. Environment & Sustainability These items listed below are intended to help preserve the health and welfare of the City of Miami Beach's coastal areas. The City of Miami Beach supports sustainable practices at all events with a goal to reduce waste generation and divert waste to recycling. ln order to achieve this goal, special evenls must follow the below gurdelines:. The use of any expanded polystyrene (commonly referred to as "Styrofoam"), glass containers and plastic straws and stirs materials are prohibited by City code. Special Events Requirements and Guidelines 25 o ilt. t. il. c. . Applicants shall not vend or offer glass containers, plastic lids, plastic straws, plastic beverage stirrers, plastic sandwich containers, packaged condiments, and/or packaged seasonings.. No plastic bags should be diskibuted during special events. lnstead the applicant should use paper or reusable bags (materials can vary, such as calico, cotton, recycled PET, hemp, jute and othersL. The applicant shall pursue the use of service material, including cups and napkins, maOe ! biodegradable or recycled material. All serving dishes/containers, food, beverages, condiments necessary to include biodegradable lableware; plates, bowls, hot and cold cups, flatware, wooden coffee stirrers, etc., when reusable food ware or food services articles are not feasible.. The City encourages the use of unbleached, non-coated, recycled-content, paper food service articles and other fiber-based food service articles as the most environmentally preferable alternatives when the use of reusable food ware is not feasible.. The applicant is encouraged to not use or provide any type of straws. lf the use of straws is requested, please use paper or bamboo or stainless steel or copper reusable straws or other kinds of reusable materials. The use of plastic straws is prohibited by City Code.. The applicant shall consider greenhouse gas emissions when deploying generators for power and use an alternative fuel or solar powered generator or equipment. An alternative fuel is defined as biodiesel, compressed natural gas, propane or solar.. The applicant is encouraged to use composting toilets and toilets that conserve water.. Applicant is encouraged to provide amenities for bicyclists by including any one of the following: bike racks, bike valet services or a designated secure area for bicycle parking.. Applicant shall within their event broadcasts, promote carpooling, bicycling, walking and usage of public transit.. The applicant shall clean up all zip lies and screws at the time of installation /clipping. The applicant is encouraged to procure local food in order to reduce greenhouse gas emissions from travel, as well as support the local economy.. The applicant is encouraged to procure food with biodegradable, recyclable and/or minimum packaging.. Applicants are encouraged lo reduce the amount of packaging in general and use either recyclL packaging materials or fackaging that does not contain pac[aging int<s, dyes, pigments, adhesivJt stabilizers, and additives with levels of lead, cadmium, mercury or hexavalent chromium in packaging inks, dyes, pigments, adhesives, stabilizers, and additives equal to or greater than 100 parts per million.. Applicants shall not intentionally release or organize the release of any number of balloons or sky lanterns. The release of these items into the atmosphere poses a danger and nuisance to the environment, particularly to wildlife and marine animals. Balloon releases are also prohibited per Florida Statute 379.233.. Storm drains and connections to open bodies of water shall be protected if special event is discharging any material that may impact the Biscayne Bay (glitter, disposable cups, confetti, etc.). As part of the events $qflq!!qf!g1:. Submit a recycling/waste plan to the Sanitation Division and E&S Dept. for review and approval: Waste plan must address the following: number of receptacles, planned bins location (recycling and waste bins should be paired), items to be recycled, outreach methods to reduce recycling contamination.. Bin designs should meet lhe recommended designs for permanent bins within the recycling assessment including: specialized lids clear and visible messaging on all recycling bins. At a minimum, "cans and bottles" should be listed.. Trash and recycling bins should always be required in areas where bottle or can beverages are served (i.e. bars or similar beverage stands).. Applicants shall be responsible for removing all litter and shall be responsible for removing all refuse and waste generaled by their operation. All litter, refuse, and waste shall be removed from Citu property for proper disposal at their expense. The City shall charge for the costs of special clean Inecessary should the Applicant fail to reasonably perform. Special Events Requirements and Guidelines 26 Fire Department The final decision for the minimum number of Fire Rescue/Prevention personnel required will be determined by the City's Fire Chief or his/her designee. Payment for off-duty fire services, based on the estimate, is required to be paid in full no less than two (2) weeks in advance of the event. Payment adjustments for off-duty fire services, based on a final invoice, is required to be paid in full no more than two (2) weeks after the event. The Fire Marshal or his designee wrll make the final determination of minrmum levels of fire staffing. Enclosed Evenfs Site Pran and Occupant Load - Site plans for enclosed events requiring fencing or tenting must be submitted for review and approval to the City's Fire Department. Building Department permits cannot be issued until the Fire Department approves the event site plan. Non- substantial on-srte adjustments to site plans may be made in consultation with and approval of the City's Fire Marshal, or his/her designee. The Fire Department requires a twenty-five (25) foot emergency vehicle access lane between easternmost portion of the sand dune and any fencing or tents for all beachside events. A fee shall be charged to cover the plan review and inspections of special events sites to identify and enforce fire code requirements. Enclosed events are required to adhere to an occupancy number, as well as comply with the requirements determined by the City's Fire Department, once site plan is approved. A walk{hrough to verify that the actual setup meets with the approved plan will be conducted prior to the event opening. Event promoters are responsible for adhering to the determined occupancy number and any violation of the occupancy number can result in penalties and /or fines. ilt.Fireworks Permit - All events, public or private, featuring a fireworks display or pyrotechnics must obtain a fireworks permit from the City's Fire Department, which may only be applied for by a licensed and insured contractor. A written request for the permit must be submitted to the Fire Department at least thirty (30) days prior to the event and approved no later than eleven (1 1 ) days prior to the event. Following approval of the permit, the Fire Prevention Bureau will make a site inspection. A minimum of two (2) fire fighters will be required to be on-site from the time the fireworks are delivered at the site, until termination of the display and the removal of all fireworks and debris from the site. Payment for required fire personnel will be the sole responsibility of the applicant and must be made two (2) weeks prior to the event. The firm or individual responsible for setting up and setting off the fireworks musl obtain a Comprehensive General Liability or Fireworks Display Liability lnsurance policy (see lnsurance Section for language and rating requirements). Open Pit and Bonfire Permit - Separate permits are required for open pit and bonfires, which may Special Events Requirements and Guidelines ? o o tv. Beach Clean-Up - Special consideralion including waiving application fees will be given to small groups and non-profit organizations that organize environmental community service events such as beach/waterway cleanups, dune restoralions, etc. L Off Duty Fire & Paramedic Services - Depending upon the type of event and estimated attendance, off-duty or pravate fire rescue personnel may be required at the expense of the applicant. As a general rule, a minimum of one paramedic for up to thousand ('1,000) people and two paramedics for up to five thousand (5,000) people, and a rescue unit for up to ten thousand (10,000) people, which consists of two (2) paramedics and a team leader, are required. Enclosed events and tents over 400 square feet may require off duty Fire lnspectors depending on the type of event and estimated attendance. The City of Miami Beach assumes no liability arising or resulting from the determinations of minimum staffing levels or the requirements for any events. [. E only be applied for by a licensed and insured contractor. Applications for a permit may be obtained from the Fire Department and must be approved and paid to the City at least two (2) weeks prior to the event. These activities will require hiring off-duty fire personnel. Such activity on the beachfront is subject to Florida Department of Environmental Protection regulations governing heat transferenqL and lighting during Maiine Turtle nesting season (April 1- October 31). O Miami Beach Convention Center ("MBCC") & Adjacent City Parks - Clients of the MBCC, booking a substantial portion of the MBCC for an event, meetings and/or conventions, may extend portions of their event(s) to the adjacent parks known as Collins Canal Park and Main Convention Center Park must obtain a Special Event Permit from the City. The MBCC has first right of refusal for any non-MBCC event wanting to activate in the adjacent City parks. Should a MBCC event not request to utilize the adjacent parks or the booking is released, the space would be available for other special events or activations to take place and will require a Special Event Permit. Events held inside the Miami Beach Convention Center (MBCC) or adjacent City Parks requrring a street closure must coordinate with the Tourism and Culture Department. Such request(s) will prompt review and approved from the City's Parking and Transportations Departments when effecting the following roadways: Convention Center Drive, Washington Avenue, 17th, 18th, 19th Streets and Dade Boulevard. A comprehensive Maintenance of Traffic ("MOT") plan must be reviewed and approved by the City's Transportation and Parking Department prior implementation. Any request that extends outside to the adjacent Parks known as Convention Center Park and North Convention Center Park must go through the Special Events office to determine permitting process and shall the include but not limited to the following requirements: event site plan, insurance, indemnity agreement, security deposit, City service departments such as police, fire, parking, transportation, sanitation etc., security plan, parking and transportation plans and sanitation plan must be incorporated into the respective event's agreement with the MBCC and will be coordinated by the MBCC. F. Ocean Rescue o Depending upon the location and type of event, estimated attendance, and hours of operation, off-duty lifeguards may be required. The Ocean Rescue Chief will determine the minimum staffing levels for the number of lifeguards for the evenl. ln addition, due to safety concerns, all footprints east of the dunes must be north or south of existing lifeguard towers. The event footprint may not impede the lifeguard's view of potential swimmers. The temporary relocation of lifeguard towers for any event is not permitted. G. Parking Department Overall Parking Plan - A comprehensive Parking Plan which identifies where parking is to be provided for event staff, equipment vehicles, and event participants, as well as the locatron and amount of accessible parking spaces must be developed, in writing, and approved by the City's Parking Director or his designee. Public parking resources may be supplemented with privately owned parking areas to accomplish this plan. All fees rncurred through use of Parking Department resources, which may include meter rentals, off-duty enforcement officers or rental of lots, must be pre-paid in full no later than two (2)weeks prior to the event. ,tl. Facilities and Personnel - Many City of Miami Beach recreation facilities, , and parks are availa for rent during non-programmed hours for special events, and have specific fees, based upon hours Special Events Requirements and Guidelines 28 Valet ramping spaces are to be used exclusively for ramping and valet related operations. All other activities are explicitly prohibited. Parking meters shall not be used for advertrsing or marketing related activities, unless associated with a special event as defined herein. H. Parks and Recreation Department o of usage, including setup and breakdown times. Request for usage must be at least one month prior to the event. Rental payments for such facilities must be made two weeks prior to the event. Proof of payment must be submitted to the Special Events Office. Applicable user criteria will be available for park venues through the Parks & Recreation Department. Depending upon the venue, nature and scope of the event, the hiring of City of Miami Beach Parks and Recreation personnel may be required. A City facility (e.9. a building) used for a special event must be staffed by a City employee. Depending on usage, additional facility staff, janitorial service and electrical staff charges may be applicable. Payment for the staffing is the sole responsibility of the applicant and must be received no later than two (2) weeks in advance of the event. City Park Fees & User Fees Main Convention Center Park and Collins Canal Park Fees -For events taking place in the Convention Center Park located rn City Center whose boundaries are Convention Center to the east, Meridian Avenue to the west, '18rh Street to the south and 19rh Street to the south and Northern Convention Center Park also located in City Center whose boundaries are Washington Avenue to the east, Convention Center to the west, Convention Center north loading docks end to the south and Collins Canal to the north. These two parks have an established park fee of forty cents ($.40) per square foot plus an annual Consumer Price lndex ("CPl") increase for the term cycle and for up to the first (15) fifteen days of activation and two cents ($.02) a square foot per day based on the total square footage every day after that. Park User Fees - A s pecial event impact fee will be imposed for all events taking place at a City Park including, but not limited to, Lummus Park, South Pointe Park, Collins Park, Flamingo Park, SoundScape and North Shore Open Space Park. Lummus Park includes the area east of Ocean Drive, the park itself, and the beachfront east of the park from 5th - 1 5th Streets. This supplementary user fee will be calculated at the rate of twenty-five (25%) percent of the total cost of City services for the event. These funds will be used exclusively for enhancements to those parks utilized by said events. Lincoln Road User Fees - For events takin g place on Lincoln Road, Lincoln Lane or the finger skeets from Lincoln Lane South to Lincoln Lane North along Lincoln Road, a special event impact fee wrll be imposed. This supplementary user fee will be calculated at the rate of tlventy-five (25%) percent of the total cost of City services for the event. These funds will be used to enhance Lincoln Road. Due to the unique characteristics of the 1 100 block of Lincoln Road, impact fees derrved from events taking place in this area shall be separated and used to enhance the 1100 block of Lincoln Road exclusively. il. o I . Police Department Security Plan and Servrces - Depending upon the type of special event and estimated attendance, security personnel, such as off-duty police personnel and private security personnel, may be req uired. The Security Plan shall be prepared by the event producer in consultation with the Office of Special Events and the City of Miami Beach Police Department's Off-duty Office. The plan shall specify the number of off-duty officers or private security guards, if applicable, hired by or expected to be hired by the applicant. At the option of the applicant, the entire security personnel may be comprised of off-duty police personnel. Cost of offduty police personnel is dependent on the number and rank required. As a general rule, Special Events Requirements and Guidelines 29 o t. if four or more officers are required, one musl be a supervisor (sergeant or above). Larger contingents of officers may require additional police supervisors. Payment for off-duty police services, based on the estimate, is required to be paid in full no less tha. two (2) weeks in advance of the event. Payment adjustments for off-duty police services, based ! a final invoice, is required to be paid in full no more than hvo (2) weeks after the event. The Chief il Police or his designee will make the final determination of minimum levels of police security. Any private security personnel contracted for by the applicant must be licensed by the State of Florida. lf security personnel are to be hired, a list of names and license information must be provided to the City's Police Department no less than tlvo (2) weeks in advance of the event. The City's Police Department may require additional security or off-duty police personnel for crowd control, traffic control and general security during the event. The minimum number of police personnel is dictated by the Off-duty Police Coordinator and is dependent upon the type of event, date of event, time of event, location of event, the site plan for the event, the type of entertainment during the event, whether alcohol is consumed at the event, and the estimated attendance at the event. Overnight & Backstage Security - Applicants may contract, at their own expense, for off-duty police services or with private security guards for overnight and backstage security concerns. On- stage security will be handled by private security at the applicant's expense. Marine Patrol - All water-based special events, or those activities likely to atkact crowds to or near the water, must provide prior writlen notice to the Miami Beach Police Marine Patrol and Beach Patrol. Certain events may require prror written_authorization from the United States Coast Guard and may also require off-duty services and equipment from the City's Marine Patrol, Florida Marine Patrol, or United States Coast Guard, at the expense of the applicant. ln such cases, writteA authorization is required no later than thirty (30) days prior to the event. O Police EscotTs for EnterTainment - lf so requested, the City may supply police motorcycles or car escorts for entertainers. This service must be arranged in advance of the event and must be listed in the proposal for the event. The cost for this service is determined by the City's Police Deparlment and will be at the applicant's expense. Streef Crosures - Certain streets within the City of Miami Beach may be temporarily closed to limit or exclude vehicular and/or pedestrian traffic prior to, during, and after any special event. Depending upon the location, additional approval may be requrred from Miami-Dade County or the State of Florida. The City Manager, in his/ her discretion, may also require applicants to provide "sign-offs" showing approval from a majority of landlords and/or residents (or their group represenlatives) whose direct vehicular access to buildings will be affected by the proposed closure. Regardless of the jurisdiction, the Chief of Police and the City's Public Works Director must first approve street closures with final approval retained by the City Manager. Requests for street closures must be made at least fortyJive (45) days prior to the event. ln closing a State street (i.e. 5 Street, Collins Avenue, 41st Street, Alton Road, 71st Street, and Harding Avenue) prior approval is required by the Chief of Police, City's Public Works Director, and City Manager. The application must be processed at least 30 days prior to the event. The applicant must then forward the completed application to the Florida Department of Transportation ("FDOT") to receive the FDOT permit. FDOT must receive application at least 30 days prior to the event. ln order to close a County street (i.e. Venetian Causeway/17th Street) the application will forwarded to the Miami-Dade County Public Works Department by the City's Police and must received at least 30 days prior to the event in order to send to the County for processing. Special Events Requirements and Guidelines 30 b [. o Barricades & Electronic Signs - Barricades and electronic directional signs may be required, depending upon the location and/or site plan of the event, to cordon off the surrounding areas or to close streets to vehicular traffic. The City's Police Department, along wilh the Parking Department, will determine the number and location of barricades. The rental cost of barricades and electronrc directional signs will be incurred directly by the event producer. Payment is the sole responsibility of the applicant, as is actual selup and removal of barricades on the event date(s). tv.Parade Requiremenls -The City Code defines "Parade" as any march or procession consisting of persons, animals, vehicles or any combination thereof, traveling upon any public way, within the territorial jurisdiction of the City. All parades must abide by Section 106-346 of the City Code. Pursuant to this Code Section, a separate permit to hold a parade must be obtained from the Chief of Police. The permit application must be filed not less than 15 days nor more than 90 days prior to the day on which it is proposed to be held, and simultaneously copied to the Special Events Office. The Chief of Police may revoke a parade permit at any time he determines the parade is to be conducted or is being conducted in violation of the terms of issuance. Any applicant aggrieved by the Chief s decision may appeal it to the City Manager. V,Bicycle Event Requirements - The City of Miami Beach regulates and permits any bicycle events on Miami Beach roadways as per the following rules and regulations below: Demonstrations, Pickets and Free Speech Activities - The First Amendment of the United States Constitution affords demonstrators the constitutional right to assemble and speak in a peaceful and orderly manner. Therefore, the City shall not require, or issue permits for such activity. Demonstrations and pickets consist of activities which are generally performed in public in support of or against a person or cause and Special Events Requirements and Guidelines 31 o IVo il. 1. Bike events with 25+ riders are required to apply for a Special Event Permit. 2. A minimum 60-day notice is required to present any new bicycle events on major roadways and thoroughfares before the City Commission, inclusive of the event routes, hours of impact, and MOT illustration. 3. All potential events must abide by the City's designated pre-approved time-frames that are consistent wilh existing City Transportation Traffic Flow Mitigation Plans - "no closure, lane reduction or traffic holds permitted during Rush Hour Traffic Monday - Friday from 7am to 10:00am and 3:30pm to 7pm." 4. All potential events must abide by the City's pre-approved routes on major roadways to swiftly flush approved bicycle/ cycling events in and out of the City with as minimal impact as possible. 5. All potential events must abide by the City s policy such that Off-Duty Police may not staff the event unless a Special Events permit has been filed with the City's Special Events office. 6. Bicycle/cycling events are prohibited from occurring during major event periods, including: . October - Halloween, Auto Show, Seafood Festival . November - White Party Week . December - Art Basel, New Year's Eve . January - NCAA Bowl Games, Art Deco Weekend, NATPE . February - Food & Wine Festival, and Super Bowl . March - Winter Music Conference, Winter Party, Spring Break . April - Miami Beach Gay Pride, South Beach Triathlon . May - Memorial Day Weekend . July - July 4th, Swimwear Fashion Week . September - Labor Day Weekend which may have the potential for impeding movement along a public right-of- way or other disruption. Organizers of such events are asked to submit a questionnaire, site plan, and to notify the City of Miami Beach Police Department Patrol Division Commander of their intentions, and to provide details of the planned activity in order to ensure the health safety and welfare for all concerned. lf requested by the SpeciA Events Office, a copy of an approved Police plan should be provided. There may be instances wneie t(! nature of the demonstration and/or the number of participants (including counter-demonstrators) will requirE- restrictions in order to protect the health, safety and welfare of every citizen by means of providing crowd control, traffic control and general security to the public. Such restrictions will be communicated to the individual or group prior to the activity. The Special Event Permit Requirements do not apply to such activities. Demonstrations, Pickets and Rallies must abide by Section 106-346 of the City Code. J. Public Works Department Right-of-Way Permit- A Right-of-Way Permit must be obtained when there is anchoring to or excavatron of any right-of-way or City property. The method of anchoring or location of any excavation may be denied or altered by the City based on potential hazards to existing utilities. The cost for such permit will be pursuant to Crty ordinances (concerning work on the righlof-ways) and may include a cash bond based on estimated potential damage to City property. Proof of financial ability to cover estimated damages must be submrtted to the Special Events Office. For events occurring on City streets or sidewalks, an inspector from the Public Works Department will inspect the area in question prior to the event for any hazards, potholes or damaqei- fixtures. Any problems wili be repaired or noted. A visual inspection will t;ke place following tne eveni! identify any damage to City property caused by the event. Any identified damages in the City right-of-way, on termination of the permit, will have to be repaired by the event producer within a time specified by Public Works. lf the producer fails to complete these repairs in a timely manner or wishes the City to complete such restoration work, then costs incurred by the City, including reasonable overhead expenses, will be deducted from the Security Deposit and lhe event producer will be charged for any, such costs not covered by the deposit (as per Section A Step 1). K. Sanitation Department Applicants shall be solely responsible for cleaning the area during and after the event. Should the applicant choose, the City will provide personnel for this function. The cost of the clean-up will be calculated by the City, and will include dumping fees and equipment rental. Should an alternate cleaning service be contracted, the applicant shall be responsible for obtaining all necessary dumpsters, including separate dumpsters for single-stream recyclables. All anangements and removal of garbage, trash, recyclables, and other debris are the sole responsibility of the applicant. A City permit authorizing placement of dumpsters must be obtained through the City's Sanitation Department and submitted to the Special Events Office no less than two (2) weeks prior to the event. Applicants are required to meet sanitation standards to assure an adequate number of litter and recycling containers are on-site and must encourage guests to comply with the City of Miami Beach's anti-litter efforts. At minimum, one recycling container is required per designated trash collection area. Glass containers and plastic straws are prohibited. Applicants shall ensure that the event site is returned to its original condition within twenty-four hours. Failure to clean up after the event will ::.Jl:Ir t,"" (as per Sectiorilll herein) issued to the event producer, as well as additional charges "r O Special Events Requirements and Guidelines t.Property Management - The Property lvlanagement Division is responsible for the operation, maintenance, and repair of over 4 million square feet of municipal buildings, bridges, monuments, ornamental water fountains, swimming pools, beachwalk, lifeguard stands, parking lots and parking garages. As it relates to Special Events, in the event a permit issued on public property and damages are assessed the Property Management Division will coordinate with City staff to assess the damage, schedule and manage the possible repair work via City approved vendors. a Applicants seeking use of public restroom facilities outside of standard operating hours may also be required to hire attendants to facilitate public restroom maintenance and supplies during the event. These services may be contracted through the Parks & Recreation Department. Proof of payment must be submitted lo the Special Events Office at least two (2) weeks prior to the event. Transportation Department Dune System. Absolutely no activity is permitted within protected dune area - a minimum of a 25 ft. setback west of the dune and 25 ft. east of the east dune line shall be required.. Pedestrian traffic to special events shall only use demarcated pathways and dune crossovers for ingress and egress to event site.. Directional signage must be provided when public access at a dune crossover is blocked. Parking. Any vehicle parked on the beach shall be prevented from diskibuting fluids on the ground (sand) by the placement of an absorbent pad under the engine compartment - these pads shall be properly disposed of once the vehicle vacates the beach.. All vehicles parked on the beach shall have cones placed at the front and rear of the vehicle. Fuel. The storage of any petroleum product or chemical shall be prohibited unless prior approval has been issued by the City - storage of such material shall be in accordance with life safety and environmental regulations - storage shall be in appropriate spill proof containers for type of chemical and use secondary containment, shall be stored a significant distance away from any population, storage area shall contain signage identifying the storage site and indicating which type of chemicals are being stored - required cleanup of any chemicals will be at the expense of the applicant.o The fueling of vehicles on the beach (event site) shall be strictly prohibited unless given a special fueling permit where the applicant must act according to approved standards - fuel must be stored in spill proof containers etc. Such a permit is only approved by the City's Environmental Division. Temporary Constructiono A site inspection, by the City, shall be required prior to and after an evenl to ensure that the event site and surrounding area has been restored to a clean and acceptable condition.o When possible, tents shall be secured with water barrels in place of ground stakes - where ground stakes are used, the holes shall be filled, compacted and area raked or graded to restore to natural conditions.. Any structures requiring permits from the City's Building Department or Public Works Department shall be required to be reviewed by the City or County Division of Environmental Resource Management ("DERM') for potential environmental impacts. Live Animals. The incorporation of animals in any special event shall require adequate ground cover under cages - material shall be absorbent in nature and not permit the transfer of fluids to the ground. OTHER AGENCIES The Miami Beach Visitors and Convention Authority ("VCA") and Cultural Arts Council ("CAC") Special Events Requirements and Guidelines 33 o o A. The City of Miami Beach's Department of Transportation works to ensure city residents and guesl to our tropical paradise have a safe, efficient, balanced and environmentally sound transportation system. Under guidance of the City Commission, the department helps guide the Transportation Master Plan goals; effort set forth to achieve an overall multi-modal vision for the City's transportation future. The VCA and CAC utilize City funds for the purpose of special and cultural event funding. Approval of an application for funding by either the VCA and/or the CAC shall not constitute either expressed or implied approval of a Special Event Permit by the City of Miami Beach. Should the VCA or CAC fund an event, tfia- appropriate logo shall be incorporated in all event print advertising or promotional materials, as ner !funding terms and conditions of the VCA and/or the CAC. B. Miami-Dade County Permit for Temporary Food Sa/es - The Miami-Dade County Department of Business and Professional Regulations, Division of Hotels & Restaurants, sets forth rules and regulations for safe operation of temporary food service establishments. To obtain the necessary permits, sponsors or applicants must notify the Department of Business and Professional Regulations no later than three (3) business days prior to the event. A license fee for a 1-3 day event is forty dollars ($40.00) per vendor. C. State of Florida Department of Environmental Protection, Division of Beaches and Shores - lf an event is to be held on the beach, a State Field Permit is also necessary for all temporary non-portable structures on the beach, east of the Coastal Construction Control Line. This would include, but not be limited to, the following types of temporary structures: stages, fences, tents, lighting and sound systems.A detailed site plan and written narrative description of all installations must be submitted to the Sne! Events Office no later than 60 days prior to the event. Events requiring exemptions from any of the above marine turtle nesting conditions will need to provide the City with written approval from the Florida Fish and Wildlife Conservation Commission. Florida Statutes, Chapter 161 , calls for the protection of beach dune systems and impose fines for damage caused to the natural dune systems along the Beach. lt is the responsibility of the applicant to provide adequate security measures to ensure protection of the dune area from damage that may be caused by an event. Division of Stafe Lands - Depending on the type and nature of the event(s), the Division of Stf Lands has the right to negotiate a separate use agreement with the special event producer and vrltr charge for the use of the land. This fee may include a contribution to the State Lands Trust Fund, as Special Events Requirements and Guidelines Beach Cleaning - Applicants desiring use of the public beach must arrange for the cleaning of the beach, priorto, as well as after, the event, as necessary. Beach cleaning may be arranged with the Miami-Dade County Parks Department or a private sanitation company approved by the Miami-Dade County Parks Department. Proof that clean-up arrangements have been made must be submitted in writing to the Special Events Office at least two (2) weeks prior to the event. As conditions of the State Field Permit, the State also calls for the protection of marine turtles during the marine turtle nesting season, beginning April 1, and ending October 31, in Miami Beach. Conditions relevant to areas east of the Coastal Construction Control Line (CCCL) include: structures to be constructed and left overnight, including temporary fencing, shall have 3 feet of vertical clearance and shall be located as far landward as possible; no lighting associated with the event is authorized after 9:00 pm without approval from the State of Florida; and permit holders may be required to hire turtle monitors from sundown to sunrise. Other conditions, as prescribed by the State may apply. Field permit request must be filed with the State no less than (30) thirty-days of the event's load-in date. lf the event requires a more complex set up and is multi-day in length, then an Administrative Permit must be filed with the State no later than (60) sixty days from the event's load- in date. The application must first be reviewed and approved via the City's Environmental and Sustainability Division prior to filing with the State of Florida. o o well as a use fee, and would require State of Florida Cabinet approval. lf applicable, proof of the Division of State Lands approval shall be submitted to Department of Tourism and Cultural Development before a permit is issued. Florida Maine Patrol - Any type of water activity held within the City of Miami Beach must give notice to the Florida Marine Patrol. Notice must be in the form of a letter, with a copy to the City provided no less than two (2) prior to the event. Division of Alcoholic Beverages and Tobacco - lf the event is being produced by a not-for-profit organization which desires to sell or serve alcohol, the organization must apply for a temporary liquor license from the State of Florida, Division of Alcoholic Beverages and Tobacco under Florida Statute 561 .42. ln order to obtain the license from the State, a letter of authorization must be obtained from the City. Prior to the issuance of this letter the following must be submitted: Certificates of all applicable insurance including, general liability and liquor liability A completed lndemnity Agreement A signed letter on letterhead from the non-profit organization agreeing to have the temporary liquor license in the organization's name. Fl o ri da Depaftme nt of T ran spo ftatio n Light Pole Banners - Banners proposed to be placed on State Road light pole require an additional permit from the Florida Department of Transportation, following Design Review approval from the City's Planning and Zoning Department and approval from the Miami Beach City Commission. Depending upon the scope and nature of the event, additional State permits may be required. Federal Government Coast Guard - Any individual or organization planning to hold a regatta or marine parade which, by nature, circumstances or location, will introduce extra or unusual hazards to the safety of lives on the navigable waters under the jurisdiction of the U.S. Coast Guard, shall submit an application to the Coast Guard District Commander having jurisdiction of the area where it is intended to hold such regatta or marine parade. Examples of conditions which are deemed to introduce extra or unusual hazards to the safety of life include but are not limited to; an inherently hazardous competition; possible effect on the customary presence of commercial or pleasure craft in the area; any obstruction of navigable channel which may reasonably be expected to result; and the expected accumulation of spectator crafts. The application shall be submitted to the Coast Guard no less than 30 days prior to the event The application shall include the following details: 1) Name and address of sponsoring organization. 2) Name, address, and telephone of person or persons in charge of the event 3) Nature and purpose of the event. Special Events Requirements and Guidelines o Federal Aviation Administration - Any type of unusual air activrty above the City of Miami Beach planned rn conjunction with a special event, which has the potential to disrupt commercial air traffic, must be approved by the Federal Aviation Administration (FAA). Approval will be requested through the City's Department of Tourism and Cultural Development on the applicant's behalf. Where such events are to be held regularly or repeatedly in a single area by an individual or organization the District Commander may, subject to conditions set from time to time by him/her, grant a permit for such series of evenls for a fixed period of time, not to exceed one (1) year. 4) lnformation as to general public interest. 5) Estimated number and types of watercraft participating in the event. 6) Estimated number and types of spectator watercraft. 7) Number of boats being furnished by sponsoring organizations lo patrol event. 8) A time schedule and description of events. 9) A section of a chart or scale drawing showing the boundaries of the event, various w courses or areas to be utilized by participants, officials, and spectator craft. SPECIAL EVENTS FEE SCHEDULE - EXHIBIT A SPECIAL EVENTS FEE SCHEDULE PERMIT (PUBIIC PROPERTY): AveraSe attendees per day PERMIT (PRIVATE COMM€RCIAL PROPERTY ONIY) Permit Fee s250.00 52s0.00 ss00.00 ss00.00 Security Deposlt S2,soo.oo ss,000.00 510,000.00 s20,000+ Permit Fee s2s0.00 Security Deporit 52500.00 Up to 150 atlefldees 151to 1499 attendees 1500 to 5000 attendees 5000+ attendee5 Application Fee s2s0.00 Applicatlon Fee 5250.00 525o.oo s2s0.00 s250.00 late Application Fee: S250.m - A late applicatjon fee willbe charged ifthe application js received less then sirty (60)days for events on public property, or thirty( 30) days for events on private property. A late application fee will also be assessed if the application fee h.s not been received by the Special tvents office within seven (7) days followin8 the application online submittal. REINSTAEME T Fee: 5250.00/ $500.m - A late submittal,ee, equivalent to the determrned permit fee per above, will be char8ed when reqLrirement5 for approval of the Special Events permit ere not submitted to the City's Special Events offi.e and/ or City Service Depanments. All requirements must be submitted no later than fourteen (14) days in advance of the event's load'in date.I Securlty Depo5it: S2.500/$5.mO/ $10,000/ S20,(XX,+ - A refundable security deposit will be requ;red no later than fourteen (14) days in advance of the event's load-in dBte. Based onthe scope and location ofthe event, a pre- and post'event site inspection willbe conducted by theCity's Field Monitor and/or appropriat€ City personnel to determine existinS conditions and evaluate potential dameges, if any. Security deposits will be refunded approximately in 3-4 weeks after event if all conditions are followed; public property is left in as Bood condirion or better, wilhout damage and all City invoices paid in full. Failure to comply with conditions imposed may result in forfeiture ofthe entire or part of deposit. SPECIAL EVENTS PERMITS weddin&/ c€remony/ Team Euilding Permil Fee s12s 00 vehicle Acce55 Pass: 5150.00 per pars/per v€hicl€/per ev€nt Permit Fee 92,000.00 Per team, per day (5 persons totalin the same vicinity) Security Deposit S2,soo.oo Squarc tootate Fee: 5.25 per square foot + 7% Sales Tax (N/A with a Concession A8reement) AND/OR Concessions ASreem€nt: o Beach Events: 15% of food, beverage, tjcket sale5 and merchandise +2% Resort Fax. . Non'Beach [venis: 10% of food, beveraSe, ticket sales and merchandise, + 2% Resort Tax. Taxest You ore requted to poy o 7%Stote solestox ond o 2% Resott Tox (on lood ond beveroqe only). Pleose ternilthe 2% Resottlox poyment on o seporote check. Userfee: 25% ofthe totalCity Services not includin8 administrative fees. Areas include Lummus Perk, Collins Park, Soundscape Park, Lincoln Road, and 1100 block of Lincoln Road. Park Fees: S0.30 per sq. ft. plus CPI for the first 15 days, and 50.02 per sq. ft. for each additional day. The fee for Convention parks is 50.40 per sq- ft. plus CPI for the first 15 day5, and 50.02 per sq. ft for each additional day. LiSht Pole BanneB: Banners announcing Special [vents either to be held in City or to be associated in some manner with the city, as determined by the city Commission, may be erected up to 30 days priorto the event beinS announced and must be removed within seven (7)days after such event. o 550.00 per pole tor-Profiv S25.0o per pole Non-Profit Special Events Requirements and Guidelines 36 WEDDII{G/ CERTMONY/ TEAM BUII.DING PERMITS TTMPORARY SAMPLING PERMITS OTHER SPECIAT TVENT FTES Iuilding Oepartment Ienting, fencing Permils: Pl , staging, tr n o a lets) ease contactthe Building Depa rtm ent for fee schedule, please refer tothe BuildinS section ofthe FORM CENTRAL PAGE u55in&/ goal posts, pool cover/ runways, electrical (Senerators/ temporary power connectjons), bleachers, plumbing and Temporary Occupant load O, Fire ce Department: For information on off dutv Police servi€es please contact off duty at 305 673'7823, or refer to the fee 5chedule the FORM CENTRAT PAGt Department: For information on off dutv Fire se please conlact off-duty Fire at 785-412-1076, or refer to the fee schedule th€ FORM CENTRAL PAGE Parklng Meter Rentals: 525.m per space or meter/per dey + plus adminisrrative fees. Please contact the Parking oepertment at 305-573-7505 or refer to the FORM CTNTRAT PAGE. ++ Application fees are not refundable; permit fees and security deposits are reimbursed if the event/activity is cancelled, denied, postponed, or in the case of a natural disaster. Given the event has occurred, public property must be left in Sood condition, without damages and all City invoices must be paid in full. Faalure to comply with restrictions imposed aulom.tically forfeits the security deposit. Additional charSes may apply VII. SPECIAL EVENTS FREQUENCY CHART. EXHIBIT B FREQUENTLY USE CHART SOUTH OF fIFTH tUMMUS PAnX - SPolt AnEl WEST Of OrrtES lgdr - rsd' Si' .t!) to fth SiIGct' no l,.ll.blo ,o. .?cnl IUMMUS PARX AEACHTROI{T ' lsrh - lsrh Octlt{ ORrvt - lsth - ISth E9Ar{OtA WAY - (W.rhin.tor Ay.. to Drq.ll utrorra nOAD - (w.ihlnaro. Av.. to ,rhon no.dl Propo!.d M.r t of Ev.nt D.yt No U]'lh 120 d.yt - Subi.c! to Turtlc Sc.sorl No Umlr - Coordln.t. wlth ODA O.yr ol UrG Oct.l -30 l2 25 No Llmh - Coo.dln.t. *trfi E3p.nob 8lD I{o Umh 'Coordln t. wlth tR 8lO l5 90 23 3 tt 44 58 29 2l I 2 FIIIJT.IORE THEATHTR LAwl{7th Slrcct & OnIHfRt{ COtVttmot{ ctt{TtR PARX ,ro c.d Fith.r EOTAI{ICAI. GAROENS .Ca.ta. COtllt{S AVEIUE CORRIOOR - S8ACHFnOI{T - (Un oln Rd to 22nd Str..tt, colllls PARX - Ptnx tasl/ wtsl a sPort aREAs -(21!i - 22hd Struottl COult{S PAnx - SIACHfRO|{T - l2rn - 22nd EEACHFNONT .ro 36th Sl'.ar -r..ld.ntl.l MIO EEACH .b!r. 36rh - il6th INOUn{ EEACH PARX SPOII AREA li5th $r.al 'ollld .llo*.d unl6r 8Al{OHSEtl PARX EEACHFROi{T - {72nd - 73rd Str..t.l OCtAr{ IEmACE - ( b.r. Brd a 75th St' .t ) 50 d.F - Coordln.t. *lth NWS No llmh/pdo.ity for MBCC .v.ntt I{o Umlt - Coordln.t. wlth G.rd.n 120 d.yr - Subjccr to Turtl. SG..on 12O drF - s.rbi.cr to Turtl. S.8oo lm d.yr - Subj.ci lo Tunl. S€.ton Subj..r to Turtl. S..3on & Rcaidchti.l S Subi.ci to Tunb Sc.son & R.rdcnti.l Sirn-off3 a) drF 50 d!yr 90 d.yi SOUIO!,CAft PAnX (lrrh $r.ct &AY.. Sourhl cot{vtt{T()t{ cf t{rER PARI €.trt r - CooFidon C.nt r IHtn b.r" Iefi Lrh tlo tlmh - Coodlnl. h,hh UY. N.tlon lm d.yr/ Prlortly for MBCC .rntt 23 33 74 O YDT O YOT IomH &AcH - StacHrio{r l5/hfi - l7th f.rr... .rdudlrrt ,..ld.nd.l .rt..l 1?O D.B Ssbl.cl to Turd. S..to.r a n dd.trd.l Ctn-ofrt RUE VENOOMT SubJ.ci to Slrc Prorhhlnf O YDI 'Nor.: .ll.v.nrt.r. iub,..r io Communhy i.vi.w r.d R.quir. litn-offr o Special Events Requirements and Guidelines 17 S50.00 administrative fee- per application O6ltn.t d €YGnt Ar..t lno rmellfi.d BAr{DSHtU SANOSowt o o O Transportationo o O o o O O \^'IAAAIBEACH O OFFICE OF THE C TY MANAGER NO, LTC #575-2019 LETTER TO COMMISSION TO: Mayor Dan Gelber and Members the City mrssron FROM: Jimmy L. Morales, City Manager DATE: October 21,2019 SUBIECT:MlAMl BEACH TROLLEY AND MIAMI-DADE TRANSIT CIRCULATOR RIDERSHIP REPORT (FY2O19 - 4TH QUARTER) I am pleased to report ridership figures for the City of Miami Beach Trolley System and Miami-Dade County bus circulators during the fourth quarter of fiscal year (FY) 2019, from July 1, 2019 to September 30, 2019. The City of Miami Beach trolley system provided transit service to a total of 1 ,346,713 passengers during the fourth quarter of FY 2019, and cumulatively to over 15.8 million passengers from inception to the end of the fourth quarter of FY 2019. KEY 04 METRICS:. Systemwide Average Daily Ridership: 14,721. Systemwide Ridership: '1.9% increase as compared to previous quarter and 6.9% as compared to Quarter 4 of last fiscal year. Service Cost Per Passenger: $2.12 tncrease As illustrated in the attached ridership report (Attachment A), the North Beach Loop observed an average daily ridership of 1,982 passengers during this quarter. The overall ridership of the North Beach Loop during the fourth quarter of FY 2019 was 182,347 passengers. This represents an approximate 3% decrease in ridership over the previous quarter and a 2% decrease in comparison to the same quarter of the previous fiscal year (Attachment B). The Middle Beach Loop observed an average daily ridership of 2,248 passengers and overall ridership of 207,029 passengers during the fourlh quarter of FY 2019. This represents no change over the prevrous quarter and a 8% decrease in comparison to the same quarter of the previous fiscal year (Attachment B). The Collins Express observed an average daily ridership of 5,178 passengers and an overall ridership of 476,694 passengers during the fourth quarter of FY 2019. This represents an approximate 1ol increase in ridership over the previous quarter and a 12% increase in companson to the same quarter of the previous fiscal year (Attachment B), The South Beach Trolley service observed an average daily ridership of 5,222 passengers and an overall ridership of 480,643 passengers during the fourth quarter of FY 2019. This represents an approximate 7% increase in ridership over the previous quarter and a 13% increase in comparison to the same quarter of the prevjous fiscal year (Attachment B).o LTC- MiamiBeach Trolley and Miami-Dade Transit Circulator SeNice Ridership Repod (FY2019 4th Quatle) Oclober 21, 2019 Page 2 ln addition to the City's trolley system, during the fourth quarter of FY 2019, the County operated one circulator route entirely within City boundaries (Route 115). Ridership figures for September 2019 have not yet been published by the County and will be included in the next quarterly ridership report and issued via LTC. Based on the third quarter ridership data for FY 2019, the Route 1 15 service experienced a 84% increase in ridership as compared to the third quarter of the previous fiscal year (Attachment B). Overall ridership figures for both the City's trolley system and the County's Route 115 for previous fiscal years have been included in Attachment C for reference. Please feel free to contact me if you have any questions or concerns Attachments: A. Trolley and Circulator Ridership Report (FY 2016 - FY 2019) B: Trolley and Circulator Ridershlp Comparison Report (% Change) C: Overall Transit Ridership (FY 2015 to FY 2019) <rrrtLMU Ae JLM/SMT/JRG/MI\,Ii MR F \TRANEALLlTEnsATorroy\Tror €y R€lar€d\R dershrp[Tc ou&ledy Repon3\FY 1 9\04\tTC o M,am, B€acn Trorl6y ..d M'.mi Oad6 Tra.srr C r.urato. Rdorshrp Repon (FY 2019 - 4th o o o o 1a aI ao 3 il E t ItI a 1ri...ti t i E I E,i { !, .E 5 3 --". + ot" :t "\ :++ "', o1 -qt :t *+ ,ra) ,b "r" "\ \ fal"9,! E!E!glEraaltlt --l- r- - --l II' - 1-I - -r E -- E- -- r- -r-r - rl-r -. --trlr, rI- - - - rr- - -I-I] !r- I arr- Il i- I IIII I - 9eE!9tel8AtsEEASEE 9*::9rcr turrrJ:lswJ - - - Or o N o Fzo =CE UIag I c, LrJ eg, l!|9 cct! =o , E ia F' E};I ir :i -, ,. i! -l Ei dl Is$9,1!il ii;!atrataa - - - - - - -- e!.eEgegE:::9 ! I I III ' <! 3i E f 6.. 8 F c Fc l t g E c, ec (9 = t e !I n ! a I I II I ! .,i J 3 E l I q: : E ! I 1:i' I q I Ij tI I t a i - F ItI 1! i t i 'l't'i: I I 1 ,l 1'l' t a I I E:I ! 1 1,1' i: rl;!I I I a I 11!lE I I t :t I I !j ,!i I : E {t E.t Ij T a I , II t i E 8 1 t tt I ,I ,! E E ! rl:lilll:I I {Ej l i & I I I ,I rlelJr'i^'i'II I t 8 ,t I!! d P a) I :l I t :lt t rrn) !l.l el -1r- - -] - -t t t i 1I I I! i I s t ! E I I i z I t i E ,ndcrl-i I i { !It q I l I t ! I a ! i !> t r I t! t I I I E a ,l I a::I i Ii E I i n It : e !I : .::!i I : a E 2 iE i .l 1 q II I t I ; : 3 I 3 a * r a 3 t a g = a I I I -...-* --.- - ,\l oa "", \ "-_' ;"1 .h +S :+'a 1\ ,\ a a, .tt- :.;+ tt*\ o\ :h\,\, \q ?:, +-\ \ o) o h o t! o- c UJeE =!Fzo E -.- I - - 8 E,: -aI v 6 E a .9 t ! -- - rr- aI- - -r-- - I I - - --- - - I C E.s.EEs.r.EEeq898933838S sr39Nlssvd EE I IE EE EE EE EE B EB EE EE EE n E EE EE EE EE EE IEE EE EB EE EE ff IE o o o { I I -I -.- r- MIAMI BEACH TROTTEY RID€RSHIP (% CHANGE)ATTACHMENI B PAGE 1OF 3 FY2019 FY201t FY2017 FY2016 Ff201S % Chrnge' October 68,52s 77,717 58,054 67,247 64,O74 70,028 83,962 65,913 42,551Quaner 1 Oec€mber 54,S15 69,375 75,523 77,270 49,122 Quarterly Total 197,114 215,680 221.549 205,530 95374 -9X 62,984 68,738 '14,677 71,096 52.278 February 56.124 53,902 &,u7 49,02067,2WQlarter 2 March 55,095 72,92s 74,905 13,991 58,790 Quanerly Total i 184,803 20s.555 210,353 274,37C 160,088 -10t(,6X April 63,991 65,376 73,697 58,44171,834 54,607 68,133 75.754 63,340 58,582 55,213 ,472 75,950 53,531 QuaGerly Total 187,180 19a,722 223,523 221,219 185,412 -6'{i% 52,O92 63,131 u,239 80,33s 70,078 August 61,834 60,882 79,05980,882 58.169Quaner 4 September 58,421 61,859 70,514 74,351 66,24A Quarterly Total 182,347 185,872 235,535 233,145 20{,49s -2X -3X ooo Go ao .Et0z Y.ody fotol 751,444 807,839 897,0r0 874,854 95,373 0 oclober 72,N3 113.895 70,721 81,580 71,475Quarter 1 Deaember 12,376 84,61 62,668 Ouanerly Total 215,100 219,612 74,743 -zix {x 81,704 99,750 February 64,629 71,502 1m,523 N/AQuarter 2 March 70,183 64,116 124,558 Quarlerly Total 207,150 271,982 324,931 -5!6 4X April 57,12r '73,2@ 120,649 72,015 12,595 119,989Quaner 3 67,429 72,568 tL1,t!4 Qua(erly Total 206,625 218,423 357,152 .sx GI 71.935 81,240 fio,274 AuEust 73,123 75,298 132,944Quaner 4 September 61,97r 58,m3 88,065 Quanerly Total 207,O29 224,541 361,280 -a* q, oo oco q, E!a Yeorly fotol 83s,9U 0yo,618 1,118,105 0 0 cctober 142,365 91.n5 141,765 108,241Quarter 1 Deceftber 146,974 118,509 19,811 Quanerly Torel 431,10{319,s31 i9,811 35X t% 743,997 69,175 N/A February 145.135 124,909 18,762Quaner 2 March 159,371 142,610 95,912 Qua(edy Total 448,503 388,155 243.249 t6%4% 155,577 141,840 92,432 7il,t32 147,999 82,141Quafter 3 ,une 153,503 t44,39 85,329 413,9),2 434,223 261,502 9X 5X 164,910 143,502 t57,541 141,225 104,676Quaner4 September 144,237 134,593 69,887 Quafterly Tota 476,694 425,320 t2x 1% tu o. oI Yadriy fotol 1,830,213 ,,56r,2t9 0804,317 0 0 'with respect to same Quart€r of previous year "With respect to previous quarter. I- I I@I - @ - - @ o 6% 73,435Ouarter 3 0* Quanerly Total 279,755 FY20!l I I MIAMt SEACH TROttEY RtOERSHtP (% CHANGE)ATTACHMENI B PAGI 2 OF 3 FY2019 FY2018 FY70t7 FY2014FY2016FY2015 t6 Chantc'X Ch.ntC" October 142,365 N/A 150,708 '?7,112Quaner 1 Deaember 159,064 :26,C78 -Quanedy Total 452,731 203,190 123*B lanuary 152,710 133,988 February 138,952 134,029Quaner 2 March 156.674 145,578 Quartedy Total 4.a8,336 413,595 8*-1t( April 144,961 140,166 158,861 135,829Quaner 3 June 147,157 7s2,198 Quarterly Total 450,985 429,193 5%1X 16/,722 162.100 AuEust 156,34C 139,079Quarter4 kptember 149,581 124,3t5 Quanerty Total 480,543 425,494 r39( Yeorly Totol 1,832,101 7,472,0r2 0 0 0 0 October 34,839 32.414 30,686 29,160 November 1 19,714 38,485 30,740 21,912Qua(er 1 December 35,516 33,360 32,570 Qua(erly Totel 54.553 106,415 94,786 89 54: 35,481 32,994 33,33:. 32,944 31,548 17,62329,902Quarter 2 March 36,156 41,055 12.4!3 24,399 Quanerly Total 0 104,581 10s,607 95,545 42,422 April 35,063 33,554 30,769 25,954 39,198 31,312 3L,246 :!,-484Quarter 3 June 34,825 37,11r 28,404 32,759 --. Qua(erly Total 0 110,085 s,147 90,419 u,701 36,16r 33,039 21,779 28,346 AuBust 28,s11 34,990 28,504 28,323Quaner4 September 29,698 32,794 28,141 25,532 Quanerly Total 94,390 1m,823 u,424 83,201 CIoo .J 3 g02 Yco,ly totol N/A 35,,131 213.93054,553 415,4r2 39?,953 'With respect to same quarter of previous year. "With rc5p€ct to pa€rlous quarter. I Ahon-Wen Loop trollEy laMca uas dir.ontinued on November 19,2017 fuute fotol L,U2,U9 on 5,249,662 4,842,32L 3,234,96s L,272,827 15,819,209 Total FY Ridershlp: Total Systemwldc Rlde6hig trom FY20t.5 1,005,504 FY2014 213.930 FY201tFY2019 FY2017 FY2016 I -- - E,/ I O g E a ola o lrx MOT RIDERSHIP (% CHANGE)ATTACHMENT B PAGE 3 O' 3 FY2019 FY2016 FY2015 FY2014 FY2013 FY2012 96 Change'X Ch.ntc" (J 9 IJ l.r(! tF o o foco Quafter I October 51,930 60.843 93,202 101,914 114,037 1ZO,L27 129,443 24,511 51,913 85,!O1 89,277 103,363 115,609 128.7 27 0ecember 5t,722 &,246 91,316 t07,112 110,258 124,s41 Quarterly Total 16,441 L8/,478 259,849 288,561 324,572 345,994 382,77r Quarter 2 60,858 75,830 97,480 101,064 117,3s4 127,809 February 5r,021 71,r88 86,750 110,858 125,111 March 45,056 12,818 94,353 96,812 114,579 130,926 Quanedv Total 155,945 220,835 278,s83 290,801 342,797 383,8{5 Quarter 3 Apfll 54,279 12,824 a5,612 96,317 1m,218 120,683 54,476 70,o24 85,562 102,220 101,181 116,184 lune 52,049 67,19s 79,288 91,250 102,528 115,068 qutderly Total 150,8&1 210,043 251,522 295,841 303,927 352,935 Quarter 4 I'Jly 56,?75 73,261 86,232 105,915 99,146 125,035 Augu5t 54,772 72.654 89,567 108,677 111,885 125,589 September 42.887 67,4a3 u,462 96,3s7 104,957 1:.7,341 Quarterly Total 153,935 213,404 260,661 316,588 368,956 Totol Quaner 1 octob€r I 2,O23 I 1).611 656,152 11,369 9U,132I 1,079,327I 30,669 1,222,163I )6 974 Ln9,3&I 29,249 1,48,458I 27,784 I I 7,752 11,019 15,937 21.466 23,530 26,570 28,049 December 1,158 6,839 t0,770 16,382 23,484 24,555 27,!55 27,183 Quanerly Total 5,960 27,217 33,158 s0.845 75,619 15,063 83,016 -78X 3% Quarter 2 3,225 5,783 10,t55 13,634 23,473 25,908 28,711 27.339 February 6,157 9,329 15,301 22,108 25.n4 25,447 28,040 3,388 3,409 9,490 11,252 25,16'l 26,9s9 29,51 30.277 Quanerly Total 9,851 15,349 28,984 45,787 74,744 18,637 85,550 -35*55X Quaner 3 April 3,497 8,912 1S,095 22,25!27,145 27,135 21.542 Mav 2,O29 li,702 20,998 26,693 21,106 28,587 3,476 1,688 8,327 12,099 19,s81 24,471 24,25O 27,r4 Quarterly Total 10,708 5,830 26,467 40,897 62,830 78,955 79,691 83,269 84X 9% Quarter 4 3,919 1.970 8,764 10.819 19,924 25,183 2s,354 27,004 1,740 2,737 10,357 13,130 77,466 25,279 26,71t 27,652 5€ptember 1,700 9,62s 12,450 16,397 25,654 24,701 26,O52 Quarterly Total 5,807 28,146 36,399 51,181 76,126 76,224 80,708 Yeorly foaol s4258 117.t5t)174,328 262,984 308,781 322,590 $2,43 'With rlspact to safia quanar d previolrs year. "With reSpect to prw-Dus quaner. iidc6ilp tu. noltc !t!i not y.t pub[dr.d by Mi.,ni-o.d€ Colnty. ? South B€ach Locrl5ervice war disaontinued on November 19, 2017 o FY2018 FY2017 r{/^ 310,949 C 82,974 83,797 R R a a I R t 8 3 * s i R x d B: t I1 3 z * t 8 :s s E.E e I : : l , aI z F J a, o I o I G IJ a II q II P i ei E .t I; R ; i R a E q I i >l a I : i cl ; i --..1 6 I-; i I; .; ? F ! ;] P * g a 5o i T s I I { ?!t: E il i c gI a ts 8 8 3 !r E qeereq.EEcE E 3 I t 2 a I ! 6 a i rD 5rl8102 €b ' 5rl8roz zD.6rl8r02 rD-5r/8!02 !D - 8r/r102 Eb-8r/rI0z zb 8r/ Lr1z rD - 8r/lr0z !,o -ltlgtoz Eb-lr/9r02 al Lr/9$z !O-1rl9T02 tb'9r/qtoz m - 9T/Sr0z zD-9r/s102 tb-9I/Sr0Z m - $/rroa tb-sr/rloz zl - stlttoz t 6t IlI t Iu It I.tI III IIIt T! t,! I 3 I II, a T t, !, .0 E .B a m.srltroz o o o t t II It ! I tI 1 I 5 I i, I i c Itt I I II tI II i I tI I TItI I OTROTLEY SERVICE MAP t I 8T. I: f I a;:l I o fi*';:: +N s TRANSFER POINTS ti#Oaml E I t \! o ;:;;'::( ) ?:a# f,1;;lrilO ffi# tirtI -i :fFRE RID E E ---l 5 : i a E { I tfacx lH:trou, uva tllfll 8U(H .{0vEE offi-ry-s.'j o to. o tull lsr ol t,ollcy i,op5 err miomih.o.hrrolLy,(orn ! I TEGEND ! /l drx rlr.fl roo. . vr r r .rrJ ,&-,*..-*l A tdrlL aarLll IOO - a9 l(,,,' ir*r-,- ]h,s-at, ,Dr,.a o o o tq IJd -Ia LLIoo E TJz Ioz Fad ITJoz = Ia o o o o o \ZEo =IJ.Jz e =o o E. otn r-oo3 .= 3 i, (l) F. .rtil> FOJ6i(, OJ (+- l-l, oO-o;'ae; >#_9 (,E Ir!b9 -a E)r& LUoo ro aNN E o -c o!s .qo OJz o(! Eo TJ- \oo\Nsl' o rE s cn IJ] lrlE -4 G =l-VI (D OJ ! C(q E o !pt-oz a.-ztl o o F o o E (nzo F - zo () Fz IJ.J E. 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EI E U E 9 E o -: a- = = q E -..-g; b t; F.6 65;iE l -c 9E _e E' iEPE a!p a 3 6z E9 h6 9 E{ 2 oz_ ;!r? e :i l I __t 9 t 6 It, I 3E E 9 E i 2 ! ,6 a E E _aI e t E q ; a E t E E i! E s I q !] ! E. E a a E e a i EI- E ; a a a 6 - : = : j .! a i"i :a{i-a :: -_9 ir ,ig ts.. 8e v9 --: g? 3€ ,n6:t3 &E n - a d & : € o Eel El, <i gooz ; OI2Ed5 <t5 P9 i 0 93 <-E E6 = :i= = - = ;= o o o o TRANSPORTATION MASTER PLAN IMPLEMENTATION UPDATE The Transportation and Mobility Department has initiated numerous transit, bicycle, pedestrian, and traffic initiatives to improve mobility and resilience in Miami Beach, reducing both congestion and greenhouse gas emissions. Ma ny of these initiatives are included in the Tra nsportation Master Plan (TM P) and are moving forward in collaboration with Miami-Dade County and the Florida Department of Transportation (FDOT) which have jurisdiction over traffic, transit, and major roads in our City. The department has repeatedly been recognized as the most progressive and productive transportation department in Miami-Dade County. The following list gives an abbreviated update of the TMP projects and the department's key endeavors. lmplemented citywide trolley service carrying over 5.2 million people annually and recognized as the only 4-star municipal circulator service in the county Collaborating with Miami-Dade County on the Strategic Miami Area Rapid Transit (SMART) Plan to improve mass transit connectivity between the mainland and Miami Beach, including Beach Corridor ando Bus Express Rapid Transit (BERT) lmplemented a pilot program for on-demand transit in Middle Beach via a partnership with Freebee Designed new iconic bus shelters for installation at all bus stops in the City over the next 1to 2 years Pursuing a cross-bay commuter ferry service connecting to downtown Miami Completed a feasibility study for an intermodal hub in North Beach Pedestrian and Bicycle lnitiatives Awarded LeaBue of American Bicyclists silver designation in 2017 (highest designation in Miami- Dade County) Received the Complete Streets Community Award at the Safe Streets Summit in 2018 lnstalled over 750 bicycle racks in public rights-of-way throughout the City o Transit lnitiatives I I{rll -;\I E 1I T-t - 'i-rt f- a-a r!l t_tt_t rl- lnstalled vertical bicycle parking and bicycle repair stations at 6 parking garages providing for over 110 bicycle parking spaces with repair stations at each location . lnstalled 10 bicycle repair stations throughout the city and additional stations will be installed along major bicycle corridors . Added over 11 miles of green bicycle lanes, including the first protected birycle lane in the county on West Avenue from Lincoln Road to 17th Street . Designing a bicycle corral at Alton Road/Lincoln Road Mall . Received County approvalfor the first pa rking-protected bicycle lane in the County (West Avenue) which is currently in the design-build phase . Completed design for the first bicycle box in the County (West Avenue and 17th Street) . Completed design for protected bicycle lanes on Euclid Avenue, Meridian Avenue (Flamingo Park, Dade to 115!h St reet ),72 nd Street and 73rd Street ln planning or design for nine protected bike lane corridors in Miami Beach, conventional bike lanes, shared-use paths or neighborhood greenways, including: : Chase Avenue and 34'h Street c Alton Road from 43'd Street to Michigan Avenue c Biscayne Beach, Tatum Waterway, and 85rh,81'r,78th, and 77rh Streets - North Bay Road from 63'd Street to 2O'h Street Ba Drive along the south side of Normandy lsle Alton Road from Nonh Bay Road to Collins Avenue 23'd Street from Dade Blvd. to the Beachwalk, and 22^d Street from Park Avenue to the Beachwalk Dade Boulevard from West Avenue to 23'd Street (including Michigan Avenue from Alton Road to Dade Boulevard) 17rh Street from West Avenue to the beachwalk o o o d n.dta_ I da t I il r sII ts r I \H Finalizing the approval of the South Beach Pedestrian Priority Zone, the largest such initiative in Miami-Dade County Pursuing an electric-assist bicycle sharing pilot program Signalization lmprovements: : lmproved signal timing for pedestrian crossings along Collins Avenue and Washington Avenue in South Beach lmplemented automatic pedestrian phases at signalized intersections on 41" Street for Sa bbath Currently pursuing exclusive pedestrian phases at signalized intersections on Alton Road from 10th Street to 16th Street Completed studies leading to the installation of nine new all-way stops at intersections throughout the City to increase pedestrian safety lnstailed four pedestrian flashing beacons, two LED crosswalks, and will install seven new pedestrian flashing beacons in 2020 ln construction for a new traffic signal at Alton Road/4th Street to enhance pedestrian safety for the South of Fifth Neighborhood and in particular South Pointe Elementary lmplemented the 2-way conversion of 42"d Street from Pine Tree Drive to Sheridan Avenue and added a new protected crosswalk on the north leg of the intersection to better serve the Jewish Community Center Completed Safe Routes To School projects addressing pedestrian deficiencies for Nautilus Middle, North Beach Elementary, FeinberB Fisher K-8, and South Pointe Elementary; and designing pedestrian improvements for Miami Beach Senior High School Completed a study and received approvalfrom Miami-Dade County to reduce speed limits within residential neighborhoods from 30 MPH to 25 MPH lmplemented over 20 high-emphasis crosswalks (zebra pattern) Received approval and currently in construction for traffic calming improvements in the Nautilus and Bayshore neighborhoods Worked with FDOT to implement exclusive pedestrian phases at the intersection of Alton Road and Lincoln Road o o O Collaborated with FDOT to fund the installation of new signalized crosswalks at the following intersections to improve pedestrian crossing safety: Collins Avenue/87th Street, Collins Avenue/83'd Street, Collins Avenue/79th Street, Collins Avenue/36th Street, Harding Avenue/79'h Street, Normandy Drive/Rue Granville and Normandy Drive/Rue Versailles Collaborated with FDOT to initiate a multimodal corridor study along Collins Avenue in Middle Beach intended to prioritize pedestrians, transit, and bicycles over cars lmplemented the temporary closure of Rue Vendome to create a pedestrian plaza EF,-2 I lnstalled Pedestrian Friendly Zone signage along Ocean Drive sidewalks and the beachwalk Working with FDOT to finalize design of pedestrian and bicycle improvements along 7L't Street/Normandy Drive lmplemented the closure of Espaffola Way from Washington Avenue to Drexel Avenue to create a pedestrian plaza Traffic lnitiatives Collaborated with Miami-Dade County to become the first city to have an in-house traffic engineer with access to the county's traffic signal system in order to modify signal timing and mitigate congestion due to special events, incidents, construction, etc. Collaborated with FDOT to initiate intersection improvements at Alton Road and Michigan Avenue to reduce congestion into the Convention Center (currently in construction). Managed traffic studies for various transformational projects, including the Miami Beach Convention Center, Miami Beach Convention Center Hotel, and North Beach Town Center Collaborated with FDOT to implement capacity improvements at the intersection of lndian Creek Drive and 44rh street Developed special event traffic signal patterns to assist in managing traffic during specialevents lmplemented Traffic Monitoring and Management consisting of monitoring traffic conditions 16 hours per day, 365 days a year and collaborating with the traffic engineer, police, communications, and other relevant departments to manage incidents and mitigate congestion in real-time, This effort has resulted in an average reduction in travel time of 2 2o/o along major thoroughfares in the city. . ln design/build phase for the lntelligent Transportation System and Smart Parking System project for implementation in 2020. . Optimized signal timing along the following corridors: 5't' Street, MacArthur Causeway, Collins Avenue, lndian Creek Drive, Harding Avenue, Washington Avenue, West Avenue and 41" Street Requjring contractors to provide reasonable accommodations for pedestrians as part of sidewa lk closures Developed a transportation standard operatinB procedure for events at the Miami Beach Convention Center consistinB of shuttling, messaging, signage, temporary traffic control, and signal timing improvements o o IH o E t/71 a o Developed a more progressive Mobility Fee program to replace the antiquated transportation concurrency ordinance Established a procedure and crafted an ordinance that increased fees and prohibits lane closures on major thoroughfares during peak hours due to special events and/or construction to reduce traffic congestion Developed policies prohibiting the use of motorized devices on Ocean Drive sidewalks, Lincoln Road Mall, beachwalks, and pedestrian pathways as well as bicycle restrictions on Lincoln Road to enhance pedestrian safety Completed a Transportation Demand Management program with the intent of improving transportation options for workforce employees who commute to Miami Beach o Policy lnitiatives o o o o THIS PAGE INTENTIONALLY LEFT BLANK o o o o o