598-2013 RDA Reso RESOLUTION NO. 598-2013
A RESOLUTION OF THE CHAIRPERSON AND MEMBERS OF
THE MIAMI BEACH REDEVELOPMENT AGENCY ADOPTING
AND APPROPRIATING THE OPERATING BUDGET FOR THE
CITY CENTER REDEVELOPMENT AREA,THE ANCHOR SHOPS
AND PARKING GARAGE AND THE PENNSYLVANIA AVENUE
SHOPS AND PARKING GARAGE FOR FISCAL YEAR 2013/14
WHEREAS, the proposed City Center Redevelopment Area Budget has been prepared to
coincide with the overall City budget process; and
WHEREAS, the proposed City Center Redevelopment Area Budget reflects anticipated
construction project costs in addition to operating and debt service costs for the fiscal year; and
WHEREAS, the proposed budgets for the Anchor Shops and Parking Garage and the
Pennsylvania Avenue Shops and Garage have been included as separate schedules to the City
Center Redevelopment Area Budget, reflecting projected revenues and operating expenses for the
fiscal year; and
WHEREAS, the Executive Director recommends approval of the proposed Fiscal Year
2013/14 budgets for the City Center Redevelopment Area, as well as for the Anchor Shops and
Parking Garage and the Pennsylvania Avenue Shops and Garage; and
NOW,THEREFORE, BE IT DULY RESOLVED BY THE CHAIRPERSON AND MEMBERS
OF THE MIAMI BEACH REDEVELOPMENT AGENCY,that the Chairperson and Members hereby
adopt and appropriates the operating budget for the City Center Redevelopment Area, the Anchor
Shops and Parking Garage and the Pennsylvania Avenue Shops and Garage for Fiscal Year
2013/14, as follows:
City Center Redevelopment Area $43,000,000
Anchor Garage Parking Operations $3,130,000
Anchor Garage Retail Operations $857,000
Pennsylvania Avenue Garage Parking Operations $961,000
Pennsylvania Avenue Garage Retail Operations $550,000
PASSED AND ADOPTED THIS SEPTEMBER 30TH DAY OF 2013.
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MIAMI BEACH REDEVELOPMENT AGENCY ITEM SUMMARY
Condensed Title:
A Resolution of the Chairperson and Members of the Miami Beach Redevelopment Agency adopting and appropriating
the operating budgets for the City Center Redevelopment Area, the Anchor Shops and Parking Garage and the
Pennsylvania Avenue Shops and Garage for Fiscal Year 2013/14.
Key Intended Outcome Supported:
Improve the City's overall financial health and maintain overall bond rating
Supporting Data(Surveys, Environmental Scan, etc.):
One of the City's Key Intended Outcomes is to ensure well designed and well maintained capital projects and
infrastructure. In keeping with this goal, approximately 53 percent or$19.5 million of the proposed Budget for City
Center is being allocated towards capital expenditures including new capital projects, renewal and replacement,and
maintenance of existing RDA capital infrastructure.
Item Summa /Recommendation:
The proposed budget for the City Center Redevelopment Area for Fiscal Year 2013/14 has been prepared to coincide
with the overall City budget process, and is being presented to assist in providing a comprehensive overview of the
district. Additionally, the revenues and expenses associated with the operations of the Anchor Shops and Parking
Garage as well as the Pennsylvania Avenue Shops and Garage are presented as separate schedules so as to
eliminate any perception that proceeds from the Facility's operations are pooled with TIF and other Trust Fund
revenues.
Based on the 2013 Certification of Taxable Value from the Property Appraiser's Office,the preliminary value of property
in City Center is projected to increase by 7.3% over 2012. However, as in previous years, the City has received
correspondence from the County, advising of the finalization of the tax roll for the prior year,which in the case of FY
2011/12, reflects a slight decrease from the preliminary valuation for the same year and will result in a corresponding
adjustment/reduction in TIF revenues totaling$168,000 for 2013/14 vs$3.5 million for 2012/13. Additional sources of
revenue include an estimated$5.4 million in Resort Tax contributions;a'/2 mill levy in the amount of$1.8 million,to be
set aside for the Children's Trust pursuant to an Interlocal Agreement, dated August 16,2004 between the RDA,the
City of Miami Beach and Miami-Dade County;and an estimated$25,000 in interest income. The proposed FY 2013/14
City Center Redevelopment Area Budget of$43,000,000 is$94,000 less than the proposed budget recommended by
the Executive Director on September 11,2011. This decrease is a result of a reduction in the Citywide millage rate of
.0275 by the Mayor and Commission at its workshop held September 23, 2013.
In order to address the existing and future obligations of the Redevelopment Area, it is recommended that the
Redevelopment Agency adopt the attached Resolution which establishes the operating budgets for the City Center
Redevelopment Area,the Anchor Shops and Parking Garage and the Pennsylvania Avenue Shops and Garage for FY
2013/14.
Advisory Board Recommendation:
N.A.
Financial Information:
Source of Amount Account
Funds: 1 $43,000,000 City Center Redevelopment Area Fund
2 $ 3,995,000 Anchor Shops and Parking Garage Operations
3 $ 1,511,000 Pennsylvania Avenue Shops and Garage Operations
OBPI Total $48,506,000
Financial Impact Summary:
City Clerk's Office Legislative Tracking:
Max Sklar, Georgette Daniels and John Woodruff
Sign-Offs:
RDA Budget Assistant Executive
.Qoo qdin otor Director Director RDA Dir�ector RDA
M A S J KGB JLM v
T: A 1 September 30AWudget 2013_14 SUM.doc V r
AGENDA ITEM /AAIAMIBE9-30-
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® MIAMI BEACH
City of Miami Heath, 1700 Convention Center Drive,Miami Beach, Florida 33139,www.miamibeachfl.gov
REDEVELOPMENT AGENCY MEMORANDUM
TO: Chairperson and Members of the Miami B ach Rede lopment Agency
FROM: Jimmy L. Morales, Executive Director
DATE: September 30, 2013
SUBJECT: A RESOLUTION OF THE CHAIRPERSO AND MEMBERS OF THE MIAMI BEACH
REDEVELOPMENT AGENCY, ADOPTING AND APPROPRIATING THE OPERATING
BUDGETS FOR THE CITY CENTER REDEVELOPMENT AREA'THE ANCHOR SHOPS
AND PARKING GARAGE AND THE PENNSYLVANIA AVENUE SHOPS AND GARAGE
FOR FISCAL YEAR 2013/14.
ADMINISTRATION RECOMMENDATION
Adopt the Resolution.
ANALYSIS
The proposed budget for the City Center Redevelopment Area(RDA)for Fiscal Year 2013/14 has
been prepared to coincide with the overall City budget process, and is being presented today to
assist in providing a comprehensive overview of the district. Please refer to Attachment A for the
proposed budget details.
Revenues
Based on the 2013 Certification of Taxable Value from the Property Appraiser's Office, the
preliminary value of property in City Center is projected to increase by 7.3%over 2012, marking the
third year in a row values have increased; values seem to be back on the rise, following two years
of decline. However, as in previous years, the City has received correspondence from the County,
advising of the finalization of the tax roll for the prior year,which in the case of FY 2011/12, reflects a
slight decrease from the preliminary valuation for the same year and will result in a corresponding
adjustment/reduction in TIF revenues totaling $168,000 for 2013/14 versus$3.5 million for 2012/13.
Additional sources of revenue include an estimated $5.4 million in Resort Tax contributions;a'/2 mill
levy in the amount of$1.8 million, to be set aside for the Children's Trust pursuant to an Interlocal
Agreement, dated August 16, 2004 between the RDA, the City of Miami Beach and Miami-Dade
County; and an estimated $25,000 in interest income.
Expenditures
Project-related expenses account for approximately$28 million, which includes $4.2 million to be
allocated for community policing initiatives in the City Center to continue providing enhanced levels
of staffing and services throughout the area, and $4.9 million.for maintenance of RDA capital
September 30, 2013
Redevelopment Agency Memorandum
Operating Budget for City Center for FY 2013114
Page 2 of 3
projects. On-going and planned capital projects in the City Center are projected to account for$18.4
million in the FY 2013/14 Budget, and include allocations for construction of the Collins Park
Garage, the Bass Museum Interior Expansion and Lincoln Road Master Plan Study. This also
includes $1.556 million as a transfer to cover prior capital fund balance deficits.
An additional $287,000 is being proposed for capital renewal and replacement projects; including
repairs and maintenance to certain City-owned projects and facilities, including the Anchor Garage
and Colony Theater. Additionally, $305,000 in transfers to the Pennsylvania Avenue Shops and
Garage are budgeted to offset the RDA's costs associated with the retail and parking operations.
Administrative Expenses total $2 million, comprising a management fee of $1,043,000 which is
allocated to the General Fund to pay for direct and indirect staff support for the RDA; $61,000 for
actual operating expenses;approximately$629,000 set aside for on-going planning and consulting
work related to the Convention Center expansion master plan; and$25,000 for capital renewal and
replacement projects under $25,000. It should be noted that the Management Fee allocation is
reflective of actual city resources applied to the operation of the RDA, as supported by the RSM
McGladrey Cost Allocation Study, dated July 20,2009. It should further be noted that Administrative
and Operating expenses only account for less than four percent(4%)of the total budget, which is
well below the 20%threshold level established(and permitted)in the Interlocal Agreement between
the City and the County.
The current combined debt service on the 2005 Series Bonds and the Parity Bonds accounts for
approximately$8.5 million annually. City Center also continues assuming debt service payments on
the portion of the Gulf Breeze Loan used to pay for the Bass Museum expansion and renovation,
and the portion of the Sunshine State Loan Program used for Lincoln Road improvements, which
collectively account for approximately$1.3 million.
Reserve line item expenditures include those items that, pursuant to the existing Bond Covenants,
may only be expended once the annual debt service obligations have been met.These include the
County's administrative fees, equivalent to 1.5% of its respective TIF payment; and the
corresponding contribution to the City's General Fund, equivalent to 1.5% of the City's share of its
TIF payment; and the remittance of the '/2 mill tax levy back to the Children's Trust.
The revenues and expenses associated with operations of the newly opened Pennsylvania Avenue
Shops and Garage and the Anchor Shops and Parking Garage are presented as separate
schedules in order to eliminate any perception that proceeds from the facilities' operations are
pooled with TIF and other Trust Fund revenues:
Anchor Shops and Parking Garage
Garage revenues at the Anchor Garage are projected at approximately$3.1 million,with operating
expenses,(including depreciation, contractual revenue-sharing obligations with Loews and general
fund administrative fees), of approximately$2.6 million and reserves of$72,000.The Anchor retail
operations is expected to generate $857,000 in revenues, including interest, with operating
expenses associated with the retail management contract, related reimbursable expenditures,and
depreciation totaling $116,000, as well as projected reserves of$741,000.
Pennsylvania Avenue Shops and Garage
In consideration of the fact that the Pennsylvania Avenue Shops and Garage was built by the RDA
on City-owned property, the operation of the facility has been structured in the form of a ground
lease between the City and the RDA, providing terms for both the Garage and Retail operations.
September 30, 2013
Redevelopment Agency Memorandum
Operating Budget for City Center for FY 2013114
Page 3 of 3
The garage operations include base rent and an administrative fee, consistent with that of the
Anchor Garage, Parking's operational fee, and revenue sharing between the City and the RDA.The
Retail operations also include base rent and an administrative fee, as well as a retail lease rate
based on 2010 retail market cap rates.The retail operations also include revenue sharing between
the City and the RDA.
Based on estimates of the garage's current-year operating results,and taking into consideration the
successful execution of a lease agreement with Penn 17, LLC., for the entire retail space, the
facility is anticipated to generate $1,500,000 in revenues in FY 2013/14, comprising $656,000 in
parking revenues and $550,000 in retail income. However, since the facility is still anticipated to
operate at a loss during FY 2013/14,the RDA plans to subsidize its operations through a transfer of
$305,000 to the parking operations. Expenses for the facility are budgeted at $1.5 Million,
comprising $900,000 in direct operating costs for the garage and $611,000 in lease term-related
obligations.
CONCLUSION
The proposed FY 2013/14 City Center Redevelopment Area Budget of$43,000,000 is$94,000 less
than the proposed budget recommended by the Executive Director on September 11, 2011. This
decrease is a result of a reduction in the citywide millage rate of .0275 by the Mayor and
Commission at its workshop held September 23, 2013. This millage reduction decreases the TIF
revenues paid to the City Center Redevelopment Area by the City of Miami Beach. This reduction in
revenues was offset by a reduction in the expenditure line "Reserve for Future Capital Projects."
In order to address the existing and future obligations in the Redevelopment Area, it is
recommended that the Redevelopment Agency adopt the attached Resolution, which establishes
the operating budgets for the City Center Redevelopment Area, the Anchor Shops and Parking
Garag and the Pennsylvania Avenue Shops and Garage for FY 2013/14.
J LM/K /MS
Attachment
TAAGENDA\2013\September 30\RDA Budget memo 2013_14.doc
Miami Beach Redevelopment Agency
City Center Redevelopment Area
Proposed FY 2013/14 Operating Budget
FY 13/14 Budgeted
FY 10/11 FY11112 FY 2012/13 Proposed Variance
Actual Actual Adopted Budget From FY 12113
Revenues and Other Sources of Income
Tax Increment-City $ 18,377,816 $ 18,337,693 $ 19,188,000 $ 19,934,000 $ 746,000
Proj Adjustment to City Increment (1,475,726) (1,756,457) (1,871,000) (94,000) 1,777,000
Tax Increment-County 16,047,879 14,291,236 14,818,000 15,992,000 1,174,000
Proj Adjustment to County Increment (1,262,384) (1,367,157) (1,636,000) (74,000) 1,562,000
50%Contribution from Resort Tax 4,492,075 4,925,168 4,684,000 5,386,000 702,000
'1/2 Mill Children's Trust Contribution 1,474,830 1,481,004 1,575,000 1,831,000 256,000
Interest Income 9,291 8,278 13,000 25,000 12,000
Fund Balance Reallocation:(Non-TIF) - - - - -
Fund Balance Renewal and Replacement - - - -
Other Income/Adjustments: - 5,196 - - -
TOTAL REVENUES $ 37,663,781 $ 35,924,961 $ 36,771,000 $ 43,000,000 $ 6,229,000
Admin/Operating Expenses
Management fee(salaries&benefits) $ 941,524 $ 952,889 $ 976,000 $ 1,043,000 $ 67,000
Salaries and Benefits $59,601 $65,000 155,000 90,000
Advertising&promotion - - - 50,000 50,000
Postage,printing &mailing 81 - 3,000 3,000 -
Office supplies&equipment 2,548 2,269 4,000 4,000 -
Other Operating 1,000 1,000
Meetings&conferences 12 - 1,000 1,000 -
Dues&subscriptions 788 795 2,000 2,000 -
Licences&Taxes -
Audit fees 20,260 20,260 9,000 21,000 12,000
Professional&related fees 56,031 175,373 241,000 629,000 388,000
Repairs and Maintenance - 31,489 98,000 25,000 (73,000)
Miscellaneous expenses 5,000 33,938 47,000 27,000 (20,000)
Total Admin/Operating Expenses $ 1,026,244 $ 1,276,614 $ 1,446,000 $ 1,961,000 $ 515,000
Project Expenses
Community Policing 168-1124 $ 2,754,374 $ 3,411,726 $ 3,741,000 $ 4,195,000 $ 454,000
Capital Projects Maintenance: - $ -
Property Mgmt:168-9964 990,358 1,013,473 $1,143,000 1,176,000 33,000
Sanitation:168-9965 2,092,146 2,560,468 $2,593,000 3,020,000 427,000
Greenspace:168-9966 506,242 $763,000 832,000 69,000
NWS Project/Lincoln Park Complex Contingency - - - - -
NWS Project-Grant-in-Aid 15,000,000 - - - -
Transfer to Penn Garage Parking 75,622 48,801 405,000 305,000 (100,000)
Transfer to Penn Garage Retail 26,448 347,112 - - -
Transfer to Renewal and Replacement - - 705,000 $67,000 (638,000)
Transfer to Capital Projects 136,758 13,541,301 14,238,000 18,443,000 4,205,000
Total Project Expenses $ 21,075,706 $ 21,429,123 $ 23,588,000 $ 28,038,000 $ 4,450,000
Reserve and Debt Service Obligations
Debt Service Cost-2005+Parity Bonds $ 8,393,254 $ 8,548,105 $ 8,415,000 $ 8,550,000 $ 135,000
Current Debt Service-Lincoln Rd Project 1,094,176 1,103,366 $785,000 825,000 40,000
Current Debt Service-Bass Museum 505,859 502,746 503,000 547,000 44,000
Reserve for County Admin Fee 221,782 193,861 198,000 239,000 41,000
Reserve for CMB Contribution 253,531 248,719 261,000 283,000 22,000
Reserve for Children's Trust Contribution 1,474,830 1,481,004 1,575,000 1,831,000 256,000
Reserve for Collins Park Parking Garage - 1,451,823 - - -
Repayment-Prior Yr Fund Balance 2,946,246 - - 342,000 342,000
Reserve for Future Projects 384,000 384,000
Total Reserve and Debt Service $ 14,889,679 $ 13,529,624 $ 11,737,000 $ 13,001,000 $ 1,264,000
TOTAL EXPENSES AND OBLIGATIONS $ 36,991,628 $ 36,235,361 $ 36,771,000 $ 43,000,000 $ 6,229,000
REVENUES-EXPENSES $ 672,153 $ (310,400) $ - . $ - $ -
Proposed FY 2013/14 Anchor Shops and Parking Garage Operating Budget
FY 13/14
FY 10/11 FYI 1112 FY 2012113 Proposed Variance
Revenues: Actual Actual Adopted Budget
Parking Operations $ 2,368,000 $ 3,079,821 $ 3,049,000 $ 3,130,000 $ 81,000
Retail Leasing 714,150 615,016 $708,000 847,000 139,000
Interest Pooled Cash 39,216 13,897 $26,000 18,000 (8,000)
TOTAL REVENUES $ 3,121,366 $ 3,708,734 $ 3,783,000 $ 3,995,000 $ 212,000
Operating Expenses:
Parking Operations $ 1,652,841 $ 1,264,875 $ 2,025,000 $ 2,078,000 $ 53,000
Garage Use Fee(To Loews) 471,918 440,241 463,000 507,000 44,000
Garage Repairs and Maintenance - - - 37,000 37,000
Retail Leasing Property Management Fee 76,917 62,619 52,000 - (52,000)
Retail Leasing Repair&Maintenance 32,000 32,000
Retail Internal Service Charges 96,274 66,109 35,000 19,000 (16,000)
Retail Operations Depreciation 55,396 55,396 55,000 55,000 -
Management Fee to General Fund 189,074 196,740 223,000 224,000 1,000
Parking Operations Manageement Fee 189,074 196,740 223,000 224,000 1,000
Retail Leasing Management Fee to GF - - 14,000 10,000 (4,000)
Transfer to Renewal and Replacement 182,000 220,000 38,000
Transfer to Capital Projects - -
Reserve for Future Capital-Parking Operations - 223,962 358,000 72,000 (286,000)
Reserve for Future Capital-Retail Operations - - 376,000 741,000 365,000
TOTAL EXPENSES $ 2,542,420 $ 2,309,942 $ 3,783,000 $ 3,995,000 $ 212,000
REVENUES-EXPENSES $ 578,946 $ 1,398,792 $ - $ - $ -
Proposed FY 2013/14 Pennsylvania Ave Shops and Garage Operating Budget
FY 13/14
FY 10/11 FY11/12 FY 2012/13 Proposed Variance
Revenues: Actual Actual Adopted Budget
Parking Operations $ 478,583 $ 618,961 $ 520,000 $ 656,000 $ 136,000
Retail Leasing - 147,123 574,000 550,000 (24,000)
Retail Transfer from RDA Operations - 347,112 - - -
Parking Transfer from RDA Operations 102,070 346,000 405,000 305,000 (100,000)
Interest Pooled Cash - 492 - - -
TOTAL REVENUES $ 580,653 $ 1,459,688 $ 1,499,000 $ 1,511,000 $ .12,000
Operating Expenses:
Parking Operations Expenditures $ 300,727 $ 723,029 $ 802,000 $ 822,000 $ 20,000
Parking Admin/Base Fee 73,768 45,368 53,000 55,000 2,000
Garage Ground Lease 23,552 23,552 23,000 23,000 -
Parking Base Rent 23,552 23,552 $23,000 23,000 -
Addt'i/Percentage Rent - - $0 - -
Garage Management Fee - $47,604 $47,000 61,000 14,000
Retail Additional Base Rent - $15,592 $278,000 229,000 (49,000)
Retail base Rent - $276,448 51,000 136,000 85,000
Retail Admin Fee - 11,137 - - -
Depreciation $11,851 - - -
Leasing Commissions - 303,400 - - -
Admin Fee(GF) - 3,864 $53,000 51,000 (2,000)
Contingency - - $192,000 134,000 (58,000)
TOTAL EXPENSES $ 398,047 $ 1,461,845 $ 1,499,000 $ 1,511,000 $ 12,000
REVENUES-EXPENSES $ 182,606 $ (2,157) $ - $ - $ -