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LTC 064-2009 Moody's Affirms City's Aa3 General Obligation Bond Rating and A1 Non Ad Valorem Ratingr. ~ ,"~~11~ ~,~~I~~ ~~~,~.~ 2009M~;F~-9 PN 1a~07 ~i ~ ,,ter , ., ,~ OFFICE OF THE CITY MANAGER NO LTC# 064-2009 LETTER TO COMMISSION ro: Mayor Matti Herrera Bower and Members of the City Commission FROna Jorge M. Gonzalez, City Manager ~.~. _ _/ -- DATE: March 9, 2009 suR~FC_T Moody's Affirms City's Aa3 General Obligation Bond Rating and Al Non Ad Valorem Rating The purpose of this LTC is to advise you that Moody s Investor Service has affirmed the City's Aa3 General Obligation Bond Rating and Al Non Ad Valorem Rating. Moody's report (copy attached) stated that the Aa3 rating is based on the City's established national and international tourism and entertainment-based economy, a substantial tax base along with well-managed financial operations characterized by consistent operating surpluses, and average debt burden. This rating is an above average rating which is two levels above the median rating of A2. The continued strength of this rating is especially noteworthy given Moody's outlook in their January 2009 "Credit Uncertainties: Public Sector 2009" report where they state that they ".....expect that there will be a higher number of negative rating actions than in other recessions of the past 40 years as some issuers experience disproportionate levels of stress, which materially affect creditworthiness." Further they add that "States and municipalities will experience varying levels of stress, depending on their capital structure; those with more variable or auction rate debt, and those dependent upon cash-flow borrowing for operations, are particularly vulnerable to credit market turmoil." The City has no auction rate debt, is not dependent on cash-flow borrowing for operations and has only 53.4 million in outstanding variable rate debt (Sunshine State Loan Pool) which is currently being refinanced to a fixed rate by the Pool. Moody's believes the tax base will remain stable with modest growth given sustained strength in the tourism market and ongoing development. From 2004 to 2009, the City's assessed valuation increased at an average annual rate of 17.3%, however, the growth rate declined in 2009 to 0.2% compared to 20.6% in 2008. This sharp decline is mainly attributed to property reappraisal and depreciation, while $204 million of tax roll growth is attributed to new construction. The City's unemployment rate of 4.1 % remains below the state and national medians. For FY 2008, hotel occupancy rates remained stable ai 72.2% despite the addition of 3,000 new hotel rooms. Additionally, Moody's noted the City's solid financial management with historically stable reserve levels. Despite new property tax legislation, preliminary results for FY2008 show that the City expects to generate six million dollars to total General Fund surplus in addition to maintaining an 11 % contingency reserve and a 5.49% operating reserve. Moreover, Moody's expects the city's average debt levels to continue to decline given the limited future borrowing plans, significant self-supporting enterprise debt obligations, and average amortization of principal. If you have any questions or need additional information, please feel free to contact me. JMG:PDW Walker, Patricia From: GID - Moody's Investors Service [epi@moodys.com] Sent: Tuesday, February 10, 2009 4:51 PM To: Walker, Patricia Subject: Miami Beach (City of) FL MOODY'S AFFIRMS MIAMI BEACH'S (FL{ Aa3 GENERAL OBLIGATION BOND RATING AND Al NON AD VALOREM RATING TOTAL OF $53.4 MILLION IN RATED OUTSTANDING GENERAL OBIIGATION BONDS Miami Beach {City of] FL Municipality Florida NEW YORK, February 10, 2009 - Moody's Investors Service has affirmed the Aa3 rating on Miami Beach's (Fl) $53.4 million outstanding general obligation bonds, secured by the city's general obligation unlimited tax pledge. The Aa3 rating reflects the ciy's substantial tax base with an established national and international tourism and entertainment-based economy, well-managed financial operations characterized by consistent operating surpluses, and average debt burden. Concurrently, Moody's has also affirmed the Al rating on the city's $3.5 million non-ad valorem obligations related to the Sunshine State Governmental Financing Commission (SSGFC{ loan. SIGNIFICANT AVAILABLE REVENUES TO REPAY NON-AD VALOREM BONDS Moody's believes that the city's non-self supporting debt is manageable in relation to identified repayment sources. Officials have identified $92.1 million, which net of $27.8 million needed to pay essential services leaves $64.4 million of legally available non ad valorem revenues in relation to the maximum debt service of $9 million on all non ad valorem obligations. Norwd valorem funds are an important component of the ciy's budget to help pay for ciy operations. Nonad valorem obligations include $3.5 million invariable rate obligations issued through the Sunshine State Governmental Financing Commission. STABLE TOURISM MARKET AND MODERATED TAX BASE GROWTH Moody's believes the city's tax base will remain stable with modest growth given sustained strength in the tourism market and ongoing development projects. The city's economy is focused on tourism and maintains an established national and international identity that contributes to high quality tax base development. Despite the addition of 3,000 new hotel rooms in 2008, the hotel occupancy rate remained relatively stable at 72.2% compared to 74.2% in 2007. Resort tax revenues have also continued to grow annually with preliminary figures quarter four 2008 yielding an 1 1.8% increase over quarter four 2007. Ciy officials report continued strength in local sales and ongoing development of large scale retail projects continues unabated. The ciy's assessed valuation has increased at a robust average annual rate of 17.3% from 2004 to 2009, but the growth rate declined significantly in 2009 to a modest 0.2% compared to 20.69'° in 2006, 24.6% in 2007, and 24.3% in 2006. This sharp decline is primarily athibutable to properly reappraisal and depreciation, as reflected in the 2.3% decrease in full valuation in 2009, which had previously averaged a robust 25.5% annually from 2003 to 2008. New construction represented $204 million of fiscal 2009 fax base growth, approximately one-fourth o4 the new construction experienced in fiscals 2006 and 2007. Moody's believes this declining trend may continue given the sustained downturn in the real estate market. However, new and ongoing construction continues to move forward which may offset the declines in existing propery values. Officials report multiple hotel, condominium, and retail development projects that have been recently completed or are currently under construction that may add up to $1.5 billion to assessed valuation in the next two to three years. Moody's believes international investment has helped minimize the economic downturn's impact on the city's economy. Additionally, as commercial construction projects have come online, business vacancy rates have remained in the 12% to 13°% range in recent years, down from about 24% in fiscal 2002. The city's unemployment rate at 4.1 % (as of November 2008) remains below stale and national medians, 7.3%and 6.5%, respectively. The city's per capita income is above average at 130% of state and national medians, while median family income is only 73q° of the stale median. Housing values are approximately three times state and national averages, and full value per capita is a substantial $399,817 (316%of state median}, reflective of the significant commercial presence. WELL-MANAGED FINANCIAL OPERATIONS WITH HEALTHY RESERVES Moody's expects the city's financial operations to remain healthy given solid financial management and historically stable reserve levels. The city has achieved consistent operating surpluses over the last decade which contributed to the maintenance of a health General Fund balance of $44.1 million (17.5% of General Fund revenues) in fiscal 2007. The city has a policy of maintaining an 1 1 % contingency reserve, calculated as a percentage of current year budgeted expenditures, and has consistently exceeded this threshold with a fiscal 2007 contingency reserve of $36.4 million (14.4% of revenuesJ.The fiscal 2007 $6.3 million operating surplus was primarily driven by excess interest earnings and building permits, as well as general expenditure savings as the city prepared for the impact of new property tax legislation. The surplus would have been $ 13.4 million higher, but the city transferred these excess funds to the capital projects fund, in line with its policy of transferring 50% of operating surpluses to the capital projects fund. A portion of the capital transfers ($2.5 million) was funded with 0.182 mills of the city's total operating millage that is designated for capital purposes. Despite new property fax legislation that "froze" properly taxes of the 2007 level and resulted in a $15 million property tax levy decline, preliminary fiscal 2008 results indicate another $6 million surplus due to excess building permit revenue, one-time close outs of capital projects, and salary savings from unfilled positions. The city will likely transfer half of this surplus to the Capital Projects Fund for future use. Fiscal 2008 operations included $7.5 million in payyo capital, which the city budgets for annually to alleviate Future borrowing needs. A constitutional property tax reform measure (Amendment 1), passed by voters in January 2008 and effective fiscal 2009, doubled the current homestead exemption to $50,000, made the Save Our Homes valuation limit on homesteaded property portable up to $500,000 and included exemptions for non-homesteaded properly. The city benefits from the fact that only 30% of the residential property in the city is subject to homestead exemption which has kept values in most Florida municipalities artificially lower since growth is capped to the lesser of CPI index or 3%. The constitutional limitation reduced property tax revenue by $3 million, which along with reduced intergovernmental revenue and natural budget growth created a total budget gap of $14 million in fiscal 2009. Officials funded this budget gap with a $4.5 million cut in capital transfers, a $4.3 million cut in services, $4.5 million capital spending cuts, $3.2 million in new revenues, and a $1.2 million increase in the resort tax transfer into the General Fund. Management reports year-to-date operations are on track with budget with resort taxes and building permits performing better than budget and officials are closely monitoring expenditures and cautiously filling vacant positions. Moody's believes the city's financial position will remain healthy given conservative budgeting practices and a proactive management team that has responded well to revenue shortfalls. AVERAGE DEBT BURDEN; SELF-SUPPORTING ENTERPRISE DEBT PLANS Moody's expects the city's average debt burden will continue to decline given limited future borrowing plans, significant self-supporting enterprise debt obligations, and average amortization of principal (60% retired within 10 years}. The city's direct debt was an average 0.7% of full valuation at the end of fiscal 2008, which excludes self-supporting water/sewer, stormwater, and parking debt obligations that comprise approximately 40% of all outstanding debt obligations. The overall debt burden increases to a stillaverage 1.5% of full value and incorporates the city's pro rata share of overlapping county and school district debt obligations. High per capita debt levels at $6,319 is indicative of an infrastructure needed to provide for a large seasonal population as opposed to a smaller permanent population. Debt service costs have moderated to a still above-average 10.5% of 2007 operating expenditures from a much higher 16.4% in 2005, in part reflecting the ciy's significant amount of special tax bonds. A large $45.6 million of special tax bonds for pension funding are currently outstanding. The ciy also has approximately $67.8 million in tax increment bonds outstanding secured by tax increment revenue and a subordinate pledge on the resort tax. Future borrowing plans are limited to enterprise-related debt and officials may borrow up to $175 million in late 2009 or 2010 for water/sewer, stormwater, and parking infrastructure needs, but this debt is expected to be self-supporting from user fees and will not materially impact the ciy's debt profile. The ciy has one variable rate debt obligation outstanding, the $3.5 million (SSGFC}, which represents 19° of the ciy's outstanding debt and future debt issuances are expected to be fixed rate. The ciy is not part' to any derivative contracts. KEY STATISTICS 2007 Population (est.): 85,036 (3.3% decrease since 2000) FY 2009 Full Valuation: $28.6 billion FY 2009 Full Value Per Capita (as ~° of FL and US): $399,817 (316% and 4143'°j 1999 Per Capita Income (as %of FL and US): $27,853 (129.29'° and 129%) 1999 Median Family Income (as 9° of FL and USJ: $33,440 (73% and 67%} 1999 Median Home Value (as % of FL and US): $334,400 (317% and 280%} Unemployment (November 2006}: 4.1% Direct Debt Burden: 0.7% Overall Debt Burden: 1.5% Payout of Principal (all bonds}: 60% (10 years) and 68.4% (15 years) FY 2007 General Fund balance: $44 million (17.5%of General Fund revenues] FY 2007 Reserved General Fund balance for contingencies: $36.4 million (14.4% of General Fund revenues] FY 2007 Operating Fund balance (includes General, Non-major Special Revenue, and Debt Service Funds): $96.7 million (37% of Operating revenues] Total Outstanding Direct Debt: $242.9 million ($53.4M rated GO debt and $3.5 million rated Non Ad Valorem debt} RATING METHODOLOGY USED AND LAST RATING ACTION TAKEN The principal methodology used in rating Miami Beach, Fl was "Local Government General Obligation and Related Ratings," which can be found at www.moodys.com in the Credit Policy & Methodologies directory, in the Index of Special Reports - U.S. Public Finance. Other methodologies and factors that may have been considered in the process of rating this issuer can also be found in the Credit Policy & Methodologies directory. The last rating action was on November 21, 2007 when the Aa3 general obligation rating and Al non ad valorem rating of Miami Beach, FL was affirmed. ANALYSTS: John Medina, Analyst, Public finance Group, Moody's Investors Service John Incorvaia, Backup Analyst, Public Finance Group, Moody's Investors Service Geordie Thompson, Senior Credit Officer, Public Finance Group, Moody's Investors Service CONTACTS: Journalists: (212) 553-0376 Research Clients: (212) 553-1653 CREDIT RATINGS ARE MIS'S CURRENT OPINIONS OF THE RELATIVE FUTURE CREDIT RISK OF ENTITIES, CREDIT COMMITMENTS, OR DEBT OR DEBT-LIKE SECURITIES. MIS DEFINES CREDIT RISK AS THE RISK THAT AN ENTITY MAY NOT MEET ITS CONTRACTUAL, FINANCIAL OBLIGATIONS AS THEY COME DUE AND ANY ESTIMATED FINANCIAL LOSS IN THE EVENT OF DEFAULT. 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