Briefing Package_Nov2017M
BRIEFlNG PACKAGE
ELECTED OFFICIALS
NOVEMBER 2OI7
TABLE OF CONTENTS
INTRODUCTORY LETTER
CITY ADMINISTRATION
City of Miami Beach Website/lntranet/Communication
City Departments and Divisions - Functional / Reporting
Citywide Procedures
Accessing lnformation Online
lnternal Audit Studies Consultant Reviews / Summary Page
PROFESSIONAL DEVELOPMENT OPPORTUN ITI ES
League of Cities, ICMA, American Planning Association, NPELRA, Etc.
e-Learning - Required Training for Employees Reporting to the City Manager
FINANCE
Citywide Budget Overview
City Fund Structure
City Manage r's 2017 I t8 Budget Message
FY 2OL7/L8 Proposed Workplan and Operating Budget (Attachment A)
FY 2OL7/Lg Capital Budget and Capital lmprovement Plan
Comprehensive Annual Financial Report Book (Attachment B)
Financial Policies
lnvestment Policy and Procedure
PENSION
Retirement Plan Actuarial Valuation Report as of October L,20L6
Retirement Summary Plan Description
City Pension Ordinance
City Pension Fund for Firefighters and Police Officers Actuarial Valuation as of October 1,2OLG
City Pension Fund for Firefighters and Police Officers Summary Plan Description
Pension Fund for Firefighters and Police Officers Ordinance
RESI tI ENCY AN D SUSTA!NABI LITY
100 Resilient Cities pioneered by the Rockefeller Foundation: Greater Miami & the Beaches
Role of a Chief Resilience Officer (CRO)
Resilience Timeline
Sea Level Rise & Miami Beach
Stormwater Management Overview
Stormwater Management: Gravity System vs. Pump System lllustrations
Sunset Harbor "Living Laboratory"
Sunset Harbor lllustrations
Southeast Florida Climate Change Compact
CIW MANAGEMENT'S MODEL
Overview of Excellence Model and Year in Transition to Resilience Strategy Model
EnvironmentalScan 2OL7 - (Attachment C)
Community Satisfaction Survey Executive Summary Report 2076 - (Attachment D)
Service Shopper Program
Excellence Program lnitiatives
- Public Area Cleanliness / Appearance lndex
- Garage Attendant / Security lndex
- Garage lndex
- Public Bathroom lndex
- Mystery Rider lndex
cAPrTAr TMPROVEMENT PROJECTS (Crp)
CIP Map of Projects Underway
CIP Website
List of Capital Projects
OTHER MAJOR PROJECTS
City Manager / Budget
City of Miami Beach 20L8 Community Survey Timeline
2016 Miami Beach Business Survey / Residential Survey Questions
Convention Center
Convention Center Renovation and Expansion (Attachment E)
Housing & Community Services
Homeless Services
Human Resources
U pdate Regarding Collective Bargaining
Overview Collective Bargaining lncluding difference between Classified/Unclassified
Organizational Development Performance I nitiatives
Education Compact
501(c)3 Miami Beach for Better Public Education
Miami Beach Education Enhancement Prioritization Survey / Results
Parking
Matrix of Parking/Affordable Housing Projects
Resolution Convertible Use of Parking Garages in the Future
2OL7 City Ordinances for Workforce Housing
Parks and Recreation
Altos Del Mar Park Development
Belle lsle Park Playground
Fairway Park Artificial Turf Soccer Field Drainage Playground Replacement
Flagler Monument Solar lllumination
Flamingo Park Masterplan Development
Flamingo Park Pool Playground Replacement
Future Community Park
Lummus Park Muscle Beach
Maurice Gibb Memorial Park Redevelopment
Mid Beach Parks Restroom Restoration
Muss Park Pavilion
Normandy lsle Park & Pool Renovation
Normandy lsle Park Turf Replacement
North Beach Parks Restroom Restoration
North Shore Bandshell Canopy
North Shore Open Space Park Master Plan and Construction
North Shore Park Youth Center Restroom Facility Addition
North Shore Park Tennis Center Proshop Office Area Expansion
South Pointe Park Exterior Lighting
Temporary Skate Park
Police
Staffing Update
Recruitment & Hiring
Citywide Public Safety Cameras & License Plate Reader Program
Ocean Drive and Entertainment District lnitiative
New Homeless lnitiative; Petitions for lnvoluntary Assessment / Mandated Treatment
Police Department - Patrol Area 1
Police Department - Patrol Area 2
Police Department - Patrol Area 3
Public Works
Stormwater Masterplan Executive Summary / Update
Transportation
Citywide Trolley System Map/Latest Quarterly Ridership
TMP Executive Summary / mode share and modal prioritization graphic
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MIAMIBEACH
OFFICE OF THE CITY TI'{AGER
NO. LTC#
Mayor Phillip Levine and iiembers of
Jimmy L. llorales, City ilanagBr
DATE: Norrember 13, 2017
SUBJECT: Briefing Fad€go
The purpoae of thb Lettor to the City Commission is to provide a Briefirg Padtage with
information to assist durirq tho transition. The following informalion is inctudod in the
paetage:
. Crty AdminisUationo Professional OoveloprnentOpportunitieso Finaneo Pensiono Reiliency and Sustainability. CWs}lanagenrent'i/hdelo Capital lmprovcrnent Proiects (ClP). Otrer tlairr Proi€cts
Reference matedab notod in tho binderwill be handdeli\€rsd to your ofrca.
lf pu have any qrrestions, please feel free to contiact me.
JLTT,UKGULDR
LETTER TO COMMISSION
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Citv of Miami Beach Website ''ntranet mmunicationo
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City of Miami Beach Website
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CITY HALI
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City of Miami Beach Intranet
http =/ /fishtank/
llome Depanmenls leam Chans [rter.al t/ebsfe l]elp Center
Employee Drrectory News & Events
HEEEtrEEE
From The City Manager
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Employee Milestones
MIAMIBEACH
Cityof Miami Beach, 17OO Convention Center Drive, Miami Beach, Florida 33139, www.miamibeachfl.gov
PLUG-IN to OUR CHANNELS of COMMUNICATIONS
MBTV
Miami Beach's government-access television channel broadcasts live on Atlantic
Broadband channels 77,90 and 107.3, AT&T Uverse channel 99 (City of Miami Beach),
Roku (video streaming player) and the city's website, which is viewable from all
browsers and mobile devices. MBTV original programs and videos are also available on
the city's YouTube channel (City of Miami Beach). Programming includes live
commission, commission committee and development board meetings, taped
workshops, and award-winning original programming. Some of the regular programs
include "CityVision," "Miami Beach Beat," "MB Culture," "Oll the Frontline," and "Cooking
with Fire" and special programming have included hurricane preparations, homeless
outreach, resiliency efforts and transportation.
MB magazine I revista
This Addy award-winning, bi-lingual magazine publishes quarterly (October, January,
April and July) and is direct mailed to all residential addresses. MB includes feature
stories on how Miami Beach is improving the community's quality of life and regular
columns on public safety, resiliency/environment, transportation/parking,
health/fitness/recreation, culture, capital improvements, among other interest areas. MB
is also available online through lssuu (MiamiBeachNews) and shared on multiple social
media platforms.
Web & Socia! Media Tools
City's official website: www. m ia m i beachfl.qov
Facebook: CityofMiami BeachGovernment
Twitter: Miami BeachNews
YouTube: CityofMiami Beach
Periscope: Miami BeachNews
lnstagram: MiamiBeachNews
Flickr: CityofMiami Beach
Email Communications
There are several interest and topics that one can subscribe to receive information via
email. They range from newsletters and calendar of events to agendas and advisories
and more.
Text Alerts
To receive traffic updates that pertain to the City of Miami Beach you can text MBtraffic
to 91011 for major traffic incidents. This is also used as a tool during crisis
communications to communicate information about Miami Beach.
Branding
There are pre-established guidelines on the use of city's identity 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 .7 57 5.
City Commission Meeting
Convention Center Booking Policy
September 2,2015
Page2 of 2
M u lti-tiered Marketing Campaigns
The Marketing and Communications Department creates custom, multi{iered marketing
campaigns for city departments, programs and events to increase attendance and
awareness of city events, initiatives, programs, and facilities. Strategies include both
paid and unpaid marketing utilizing advertising vehicles such as:
o Print, Digital, Radio, TV advertisingo Social (organic & paid)o Outdoor (Elevator Wraps, Bus Wraps, Bus Shelters, our Trolleys, etc.). On-Site Signageo Premiumso Printed collateral. Vehicle wrapso E-newsletters and blasts disseminated through COMB channels as well as those
of our partners, GMCVB and GMBHA.o Event-based Promotions/Activations (Mr. MB Clean, MB Suncare, Coke Santa
Caravan). City Website
Citv Departments and Divisions - Functional Reporting
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Citvwide Procedures
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cc.16.01 CC (City Clerk -
Central Servicesl Printing and Duplicating Services Aug-8!J un-'l
ctv].02.01 CM (City Manager's
Office)
Misuse of Public Employment-Bribery, Unlawful Compensation-Reward, and
Official Misconduct Aug-1 7
Clvl.06.01 CM (City Manager's
Office)Format to CitV Correspondences Dec-1 5
Cfu]07 01 Ctul (City Manager's
Office)Gift and Contribution Procedure Nov- 1 2 Nov- 1 4
Ci\,l 14 01 Cl\1(City tulanager's
Office)Notification Field Break Apr-16
ctv{ 16 01 CIVI (City tulanager's
Offlce)Traffic Flow Mitigation Plan Jan-1 5 Jar-1 6
ctvl.20 01 Clvl (City f\4anager's
Office)Text Messages l\4ar- 1 5
CIVI 22 0'1
CNl (City i\4anager's
Office)Viewing Rights Personnel and Financial Systems Oct-16
co 19 01 CO (Office of
Communications)Social Media Jan-1 7 Maft17
co.21 0 CO (Office of
Communications)Use of Assistive Listening Device May-14
F t.04.01 Fl (Finance)Departmental Procedures for Pavroll Apr-16
FI 16 01 Fl (Finance)Procurement Card (Pcard) Guidelines Mar-14
Ft.16.O2 Fl (Finance)Petty Cash Procedure Jan-9C Jun-1 4
F1 01 01 PW (Public Works)Automatic Vehicle Equipment Location System (AVL5) Procedure Jun-1 4
HR 03.01 HR (Human
Resources)City Vehicle Assignment, Operation and Maintenance Jun-99 Jan-'16
HR.13.01 HR (Human
Resources')Management Team Designation Aug-1
HR 16 01
HR (Human
Rescurces)Post Accident, Reasonable Suspicion and Fitness for Duty Tests Aug-1
HR 16 02 HR (Human
Resorrces)Payroll/Leave Adiustments Dec-'1
HR.18.01 HR (Human
Resources)Reporting Arrests, lndictments and Convictions Jan-1 Ocl-17
HR 20 01 HR (Human
Resorrrces)Employee Tuition Assistance Program May-1 Feb-1 7
HCS 02.01
Office of Housing
and Communaty Building Closures Resuhing ln Tenant Relocation Aug-1
tT 03 01
lT (lnformation
Technolo0v)Cellular, Blackberry, and Air Card, Usage and Reimbursement Policy Mar-1
rT 05 02 lT (lnformation
Technoloov)Eden Security Sep-1
rT.05.03 lT (lnformation
Technoloov)Eden Purchasing Security Set up: Contact lT Sep- l
rT.09 02 lT (lnformation
Tcchnoloov\lT Password Reset Mar-12
rT 09 03 lT (lnformation
Technoloq'/)lT Support I ncidenl Nov-9(Nlar-12
rT.09.01 lT (lnformation
Technoloav)lT Training Room Utilization Mat-12
1T.12.01 lT (lnformation
Technnloov)Long Distance Calls Nov-9(Mar12
rT.20 0'r lT (lniormation
Technoloarv\[echnology Requisitions Feb-9(Mar12
tr 21 .o1 lT (lnformation
Technoloov)Use of City's E-Mail, lnternet, Computer Systems and Software Access Policy Sep-O€Nlar-12
o8 01 0'r OB (Budget -nRpi\\llocation of Salaries Oct-1
o8 02 01 OB (Budget -
OBPI }
Budget Amendments and Transfers Oct-1
o8.03.01 OB (Budget -
OBPI):hanges to Capital Renewal and Replacement Project Appropriations Feb-1 4
c8 07 01 OB (Budget
CBPI ]
3 rants Feb- 1
o8 09.01 OB (Budget -
OBPI\nternal Audit Program Ocl-1i
o8 13 01
OB (Budget -
OBPI )
Mileage, Parking and Tolls Reimbursement Aug-9(Jan-'1 5
oD.19.01 )D (Org. Dev. Perf.
nitiatives - ODPI)iurvey Guldelines Jul-0f Oct-1:
oD.20.01 lD (Org. Dev. Perf.
nitiatives ODPI)lravel on Ctty Business Jul-9t Oct-1i
PK.16.01 >K (Parkino)rarklnr Garare Usaee SeG'15 Dec-1f
PO.01.01 rrocurement tpprot al Authority for Processing Purchase Requisitions, Change Orde6, Direct
,avments, and Purchasinr Cards
Aug{'l Dec-04
PO.16.02 ,r@urement :omoeuthrE Reouirements in the A.oulsi0ons of Goods and Servlces Serl-1 7 Seo-1i
PO.16.(N rrocurement rrofessional Seryhes Agreement (PSA) vs. lndependent Contractor Agreement
rcal May-15
PO.16.05 ,rocurement ,urchase Order Tvoes Serlz FeFl€
TC.'tS.01
Tourism, Culture
and Economic
nalFlanmenl
Sponsorhips, DorEtrons, and Adverdslng Procedure May-12
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Accessing lnformation Online
MIAMIBEACH
O City of Miami Beach, 1700 Convention Center Drive, Miami Beach, Florida 33139
OFFICE OF THE CITY CLERK
Rafael E. Granado, City Clerk
Telephone : 305.67 3.7 41 1
Email: RafaelGranado@miamibeachfl.oov
TO:
FROM:
SUBJECT: NovuSAGENDA and NovuSBOARDVIEW
NovUSAGENDA:
The City of Miami Beach utilizes NovusAGENDA to create, approve, and track agenda items for
meetings of the City Commission, Commission Committees, and Land Use Boards. This agenda
management software has allowed the City to save time and money by automating its formerly paper-
intense agenda process.
The advantages of NovusAGENDA include:
. Reducing paperworko Ensuring uniformity with consistent formatso Providing quick research capabilityo Allowing for control over item submission deadlineso Ensuring that the public can access published agendas and after actions, along with all supporting
materials via the City's website
NovUSBOARDVIEW:
NovuSAGENDA includes a board meeting software portal called NovusBOARDVIEW.
NovuSBOARDVIEW is a web-enabled portal designed specifically for the Mayor and Commissioners to
access and review information on upcoming and past meetings of the City Commission, Commission
Committees and Land Use Boards. lt can be utilized on any lnternet-connected device, with no apps
required. The Mayor and Commissioners log into the board portal to view upcoming agenda items,
make personal notes on items, as well as search for past items. NovusBOARDVIEW is intuitive and
user friendly. Most users are able to navigate NovusBOARDVIEW within minutes. Users also have the
option to download information locally to their device for working offline.
Members of the City Commission can use different types of devices to access NovusBOARDVIEW. For
example, a user may access the board portal via a PC, MAC, iPad, Google Tablet, smart phone, or any
other device with lnternet access. With each device, the member will see exactly the same information,
with no custom apps to download.
Mayor and Commissioners
Rafael E. Granado, City Clerk
To view a training video on how to use NovusBOARDVIEW,
https://www. novusolutions.com/clients/ and press the "Log I n" button.
The username is: mbeach
The password is: mbeach456
please visit:
Once on the NovusAGENDA Training Academy webpage, select the "Board Member Training" video
located at the center right of the screen.
The training video is designed to give step-by-step instructions on how to use NovusBOARDVIEW.
Please note that members of the City Commission only need to watch the "Board Member Training"
video. The video is approximately 14 minutes long.
To view the NovusBOARDVIEW, please visit http://miamibeach.novusaqenda.com/boardweb. You will
be provided with a unique username and password to access NovusBOARDVtEW under separate
cover. Once you first log in to NovusBOARDVIEW, we recommend that you change your password.
lf you have any questions regarding NovusAGENDA or NovusBOARDVIEW, please contact me at
extension 6451 or my cell phone at 305.807.6575.
,
F:\CLER\$ALL\REG\NovusAGENDA finat.docx
a lnternal Audit Studies Consultant Reviews / Summarv Page
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... SUMMARY PAGE / LINKS TO INTERNAL AUDIT STUDIES CONSULTANT REVIEWSU
Performance Improvement facilitates performance improvement initiatives to help achieve the City's
key intended outcomes, and to improve efficiencies, including benchmarking with other jurisdictions.
Performance Im provement Initiatives
Cleanliness Program
2006 Police Staffing Study
2008 Building Department Organizational and Operational Review and Analysis by Watson Rice
(December 16, 2008)
2009 Business Tax Process lmprovement Study
2009 Building Development Process Fee Study
2009 Condrey Classification and Compensation Study Final Report
2012 Condrey Study Updated Employment Cost lndex
2013 Condrey Study Updated Employment Cost lndex
2010 Revenue Enhancement Study
2011 Building Development Process Fee Comparative Analysis with Other Jurisdictions by JRD and
Associates
2011 Review of the lmplementation of Building Development Process Fees
2012 Status of the Building Development Process Recommendations and Observations
from Watson Rice Study (February 2012)
2012 Operational Review of the Risk Management Division (June 5,2012)
Performance Monitoring and Feedback
2012 Budget Advisory Committee Recommendation Report on Pension Reform (July 2012)
2012 August 27,2012, Budget Advisory Committee's Presentation to the City Commission -
Recommendation on Pension Reform (August 27,2012)
2013 Crowe Honrath Performance and Operational Audit (July 9, 2013)
2017 BDO Report Treasury and ACH Disbursements lndependent Fraud Risk Assessment (May
17,20171
2017 LTC 258-2017 Update regarding the theft of funds from a city account - lncludes: Summary
of BDO Recommendations & Management Responses, Summary of Crowe Honrath
Recommendations & Management Responses, SunTrust Bank Treasury Process Review
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O.INTERNAL AUDITS REPORTS FOR FY 2OL6IL7
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INTERNAL AUDITS
Dolphin Gas System, Inc. - Utility Tax
First Class Parking Valet Operations - Art Basel 2016
Florida Propane - Utility Tax
Miami Beach Cultural Arts Council glzoto
Miami Beach-Miami LGBT Sports & Cultural League, Inc. Financial Review (2OL7 World OutGames)
Public Works Warehouse Inventory 9/2Ot6
State Beachfront Management Agreement (City Operational) FY2015/16
State Beachfront Management Agreement (State Financial) FYzOLs/16
Sungas Corp.- Utility Tax
Audit Memo - EnerGov - All Departments
Audit Memo - EnerGov - Building Dept
Audit Memo - Energov Roles - City Clerk
Audit Memo - EnerGov - Environment and Sustainability Department
Audit Memo - EnerGov - Fire Department
Audit Memo- EnerGov Roles - Parking Dept
Audit Memo - EnerGov - Sanitation
Certified Propane Gas Corp
Lincoln Plaza Project Lease Agreement Audit O8-25-L7
SANITATION AUDITS
Double Waste Services, Inc.
Great Waste & Recycling Services, LLC
J&O Garcia Enterprises Corp.
Load It Away
Loprefra Corp
S&S National Waste, Inc.
Trash Be Gone
Pronto Waste 9-28-2OL7
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PROFESSIONAL DEVELOPMENT OPPORTUNITIES
. lnternational City/Gounty Management Association - IGMA
Descriotion: The ICMA advances professional local government worldwide. The
organization's mission is to create excellence in local governance by developing and
fostering professional management to build better communities. ICMA 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.
Annual Conference: Each year, through its highly praised Annual Conference, ICMA
continues its tradition of offering an abundance of educational, information-sharing and
networking tools to help elected officials manage their community in today's complex
environment.
2018 ICMA Leadership lnstitute: Each spring or summer, the highly-rated ICMA 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.
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 2018 dates.
Contact: Nedra James, Program Manager, Professional Development at njames@icma.org or
visit http://icma.org/en/icma/home or call 1 -800-745-8780
. The American Planning Association - Florida Ghapter
Description: 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,
educationalworkshops, AICP exam preparation courses, and produces a newsletter. APA
Florida also conducts legislative programs, sponsors training 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: http://wraru.floridaplanning.org/index.asp or (850) 201-3272
. Miami-Dade County League of Cities
Description: 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 of
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.
2017 Elected Officials Handbook: http://www.mdclc.org/wp-contenUuploads/201 7tO3t2O17-
Elected-Officials-Hand book. pdf
MDCLC - Best Practices Seminar: Yearly seminar are held where a highly regarded group
of experts and professionals conduct key sessions and discussions featuring winning
strategies for improving municipal services.
Contact lnformation:
President: Hon. Oliver G. Gilbert, lll
Mayor, City of Miami Gardens
Email: ogilbert@miamigardens-fl.gov
Telephone: 305-622-8000
First Vice President: Hon. Jordan W. Leonard
Mayor, Town of Bay Harbor lslands
Email: jleonard@bayharborislands-fl.gov
Telephone: 305-866-6241
. National Public Employers Labor Relations Association - NPELRA
Description: The National Public Employer Labor Relations Association (NPELRA) is the
premier organization for public-sector labor relations and human resources professionals.
NPELM 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 government.
NPELM'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 judicial
and legislative arenas and to provide opportunities for networking among members by
establishing state and regional organizations throughout the country.
Trainino Conference: For over 47 years, NPELRA has been providing relevant education to
public sector labor relations professionals. This year's 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 LR/HR. ln addition to the wealth of substantive sessions being offered,
registrants can also enjoy networking social events, and meet with peers from Florida and
across the country. The 47th Annual Conference is scheduled in Charleston, SC from April 15 -
19,2019
Contact lnformation: http://www.npelra.org/i4alpagesiindex.cfm?pageid=1 or (877-673-
5721)
See also the Florida Chapter at: http://www.fpelra.org/
O e-Learning - Required Training for Emplovees Reporting to the
Citv Manager
o
o
CITYWIDE TRAINING PLAN
https : i/miamibeachfl . adobeconnect. como
Orientation x
Ethics Regulatory X
Diversity X
Sexual Harassment X
Team Building X
Service Excellence Customer Service Standards x
Ethics X
Employee Academy x
Supervisory Essentials Series (2-day workshop)x
.sha int.co esiEthi ublictrust.
Departments TeamCharts External Website Help Center
Ethics And Public Trust
Government ernployees and officials have a special dury to sen'e the public in a tair and just rnanner. Public
comrption occurs in many fonns, but most olten r.l,hen a public official, at any level of government-local, state, or
federal-does any official act in exchanee for money or other free goods or serv'ices for private gain. Public
comrption could also include public employees who take something of value for their own personal gain, thereby
violating the public's trust. Unethical behavior is a fonn of comrption that hits at the heart of w'hat a government is
supposed to do-serve its people.
The Miami-Dade County Corlmission on Ethics Public Trust seeks the public's assistance in identifying unethical
conduct and other forms of public corruption in Miarni-Dade County and al1 3,1 lv{unicipalities.
Citizens can report suspected u,'rong-doing u'ith the Ethics Commission by
o contacting the 2.I-hour hotline: 786-3 l4-9560
. sending a iax: 305-579-0273
r writing an email
The Ethics Commission is dedicated to bolstering public trust in administration of government by informing the
public and private sectors about the laws and seeking strict compliance rvith thern. It is ernpowered to strbpoena,
audit. and investigation all f'acts and persons nraterially related to a cornplaint at issue.
Employees or citizens can alsc"r report fiaud by:
r.rsing the FBI Corruption Hotline by calling 754-703-2000 (Option #4) uhich is cunently adverlised on the
City's website and Miami Beach Television station (MBTV)
contacting Nliarni-Dade County Office of Inspector General "Report Fraud" phone number at 305-579-
2593
Additiorrally, all City ol iv{iami Beach team members are required to complete our online Ethics Regulatory alld
Ethics training located at:
Adobe Connect
Please click ol links below for additional information:
httlr ://ethics.miamidade. gov/home. asp
http ://vp.telvue.com/preview?id:T03249&video:25 5445
Reportins Arrests. Indictments. and Convictions
Gift and Contribution Procedure
)
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.11
D3oo
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Citvwide Budget Overview
OPERATING BUDGET
The City of Miomi Beoch provides o wide ronge of municipol services including police; fire
rescue; porks ond recreotion; woter, sewer, stormwoter, ond sonitotion; public works, etc. Our
onnuol operoting budget ollows us to oddress the needs of the community. The totol operoting
budget for FY 2017/18, net of tronsfers, is $6,l0,990,000 ond is comprised of:
. Generol Fund
. Generol Obligotion Debt Service Fund
. Enterprise Funds
. lnternol Service Funds (netted out)
. Speciol Revenue Funds
. Tronsfers to the Redevelopment Agency.
The Generol Fund is the primory operoting fund for the City ond includes much of the usuol
octivities of ony municipolity including Police, Fire, Porks ond Recreotion, Public Works Streets
ond Engineering, Building, Tourism ond Culture os well os generol odministrotive functions, ond
the Office of the Moyor ond Commission. Within the Generol Fund, Citywide Accounts reflect
expenditures thot do not foll under the purview of o porticulor deportment such os occumuloted
leove poyments, gronts to sociol service ogencies ond non-profits, speciol studies, etc. They ore
monitored by the Office of Budgei ond Performonce lmprovement ond the City. The FY 2017/8
Generol Fund budget is $330,850,000.
Generol Obligotion Debt is the debt service funding required for voter-opproved bonds issued
with the belief thot o municipolity will be oble to repoy its debt obligotion through toxolion or
revenue from proiects. No ossets ore used os colloterol. The FY 2017/18 Generol Obligotion
Debt totols $5,9 I 4,000.
The Enterprise Fund budgets ore comprised of Deportments thot use revenues received for services
provided to the generol public on o continuing bosis ond ore primorily finonced through user
chorges. The criterio used to determine if on operotion should be on enterprise fund includes: I )
thot it generotes revenues; 2) thot it provides services to the community; ond 3) thot it operotes os
o stondolone entity, without subsides from loxes etc. The City's Enterprise Fund Deportments ore:
Convention Center, Sonitotion, Stormwoter, Woter, Sewer, ond Porking. The FY 2017/18
Enterprise Fund budget totols $208,957,000.
An odditionol $86,023,000 is budgeted for the lnternol Service Funds. lnternol Service Funds ore
used to occount for the finoncing of goods ond services provided by one deportment to other
deportments on o cost-reimbursement bosis. lnternol Service Fund rotes ore set io 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 ond Enterprise Fund Deportmenls.
The City's lnternol Service Fund Deportments ore lnformotion Technology, Centrol Services, Risk
Monogement, Property Monogement, ond Fleet Monogement.
Further, on odditionol $83,233,000 is budgeted for the Resort Tox Fund, which includes o
tronsfer of $34,950,000 to the Generol Fund. This is the City's lorgest Speciol Revenue Fund. The
Resort Tox Fund is supported primorily by toxes levied on hotel, motel, rooming house ond short
term oportment room rents os well os on food ond beveroges sold of retoil in ony restouront, os
outhorized by Stote Stotute, ond is used to fund tourism-eligible expenditures. Additionol Detoils
con be found in the Resort Tox section of this document.
Speciol Revenue Funds ore used to occount for revenues ond expenditures thot ore legolly
restricted or committed for specific purposes other thon debt or copitol proiects. Other Speciol
Revenue Funds totol $24,4O2,OO0 ond include the following funds: 7lh Street Goroge
Operotions; 5th & Alton Goroge Operotions; Tourism ond Hospitolity Scholorship Progrom;
Green/Sustoinobility Fund; Woste Houler Additionol Services ond Public Benefit Contribution
Fund; Educotion Compoct Fund; Red Llght Comero Fund; Emergency 9l I Fund; lnformotion ond
Communicotions Technology Fund; People's Tronsportotion Plon Fund; Concurrency Mitigotion
Fund; Miomi Beoch Culturol Arts Council; Police Uncloimed Property; Police Confiscotion Trust
Funds (Federol ond Stote); Police Crosh Reporl; Police Troining ond School Resources Fund; Tree
Preservotion; ond the Commemorotive Tree Fund.
OTHER BUDGETS
Additionolly, the Copitol Budget totoling $59,812,155 con be found in the Copitol ond Debt
Section of the document. More detoiled, in-depth informotion on the Copitol Budget con be found
in the componion volume entitled Adopted FY 20,l 7 / 18 - 2021 /22 Copitol lmprovement Plon &
FY 201 7 / 18 Copitol Budget.
The City of Miomi Beoch Redevelopmeni Agency (RDA) is o blended moior Speciol Revenue Fund
ond is o seporote entity, whose Choirperson ond Boord of Directors ore olso the City's Moyor
ond City Commission. The Operoting Budget for the RDA is $52,64,l,000. The City of Miomi
Beoch's Operoting Budget includes o lronsfer of $27,498,000 in tox increment revenues to the
City Center Redevelopment Agency. Additionol Detoils con be found in the RDA section of this
document.
Citv Fund Structure
CITYl'Ifl DE BUDGET OVERVI EW
Cily of Miomi Beqch Fund Structr.rrs
All Funds With Officiol Adopted Budget
All Funds Reported in City's Finonciol Stotements
General Fund
Resort Tax Special
Revenue Fund
Garage Operations
Special Revenue
Funds
Art in Public Places
Other Special
Revenue Funds
RDA Fund
General Obligation
Debt Service Fund
Capital Projects Fund
43
Citv Manager's 20L7 o Budget Messageo
o
o
t','i 'r )'t\"" I 1
City of Miomi Beoch, 1700 Convention Center Drive, Miomi Beoch, Florido 33.l39, www.miomibeochfl.gov
Jimmy L. Moroles, City Monoger
Iel: 305-673-701 0, Fox: 305 673 7782
September 25, 2017
Honoroble Moyor Philip Levine ond Members of the City Commission:
I om pleosed to tronsmit the Adopted Work Plon ond Operoting Budget for Fiscol Yeor (FY)
2017/18, commencing on October 1,2017 ond ending on September 30, 2O18, including the
Adopted Work Plon, Adopted Operoting Budget, Adopted Copitol Budget, ond the ossocioted
Copitol lmprovement Progrom for FY 2017/ 1B through FY 2021/22. The totol Adopted Generol
Fund Operoting Budget is $330.8 million, which is $,l3.6 million or 4.3 percent more thon the FY
2016/12 Adopted Budget of $317.2 million.
Further, Generol Fund reserve levels os of September 30, 2016 for the ll percent emergency
reserye ond the 6 percent contingency gool were o totol of $Aq.A million. The I I percent Generol
Fund emergency reserve requirement for FY 2017/18, bosed on the odopted operoting budget (net
of copitol tronsfers ond reserves) is $36.4 million. This results in $.l3.4 million (or 4.0 percent)
ovoiloble for odditionol contingency, if there ore no odditionol chonges in fund bolonce, ond no
odditionol tronsfers mode. The Adopted FY 2017/18 budget includes o tronsfer of $.l.626 million
to the Generol Fund reserves os o set oside for the potentiol future impoct of the voter referendum
regording on increose to the Homesteod exemption. ln oddition, the City hos $.l0 million of Resort
Tox dollors currently set oside for Tronsportotion proiects, which olso provides further reserve funds
for emergency purposes.
BUDGET H'GHLIGHTS
. The Adopbd millage rale ol 5.8888 remorins lhe same as lolst yadr and is the
lowest in the hisrory ol the City of Miami Beach
. fhe FY 2Ol7/18 budgei includes $3.O million of reductions ds well as $3.O
million of seruice enhancements to address community priorities
. fhe overall full-time position couni is four less than lasi year and only 1.5
percenl mone than in FY 2006/07
The City's Adopted Operoting Budget for FY 2017/18 is $6.l0.9 million, including the Generol
Fund, Generol Obligotion Debt Service, Enterprise Funds, Speciol Revenue Funds ond Tronsfers to
the Redevelopment District. This omount is net of lnternol Service Funds ond lnter-fund Tronsfers.
FY 2017 /18 Adopted Work Plon ond Budget Messoge
Poge A-2
The City of Miomi Beoch hos experienced significont chonges in the lost severol yeors due to
chonges in property tox legislotion, property volues thot first increosed ond then declined, ond
increosing pension plon contributions due to the downturn in the investment morket.
ln FY 2010/1], the City's opprooch to oddressing the then deficit of $32 million included o
distribution of the shortfoll between toxpoyers ond employees. Toxpoyers hod their tox rote
increosed from 5.9123 to 6.5025, which is on increose of 0.5902 mills. The gool of the
Commission hos been to bring it bock to thot level os property volues increose over time. lt should
be noted thot between FY 2009/10 ond FY 2010/11 property volues declined by $2.6 billion
driving the need for on increose in the milloge.
ln FY 201 1/12, the City took its first step in thot direction with o reduction in the milloge rote of
0.0486 mills. The milloge rote for FY 2012/13 reduced the milloge by on odditionol 0.,l062 mills.
ln FY 2013/14, the milloge rote wos reduced 0.23.l4 mills ond in FY 20.l 4/15 the milloge rote
wos reduced 0.0926 mills. Over four yeors, these reductions represented 81 percent of the gool to
get bock to o milloge rote of 5.9,l23. ln FY 20.l 5/16, the remoining gool of lowering the milloge
rote to the level in FY 2009/10 wos ochieved ond setthe milloge rote ot 5.9123.
ln FY 201 6/17, the Commission opproved o totol combined milloge rote for the City of Miomi
Beoch of 5.8888, which represented o decreose of 0.0235 mills ond is to our knowledge, the
lowest in the history of the City of Miomi Beoch, ond certoinly in the lost 54 yeors for which we
hove found records. The odopted milloge rote for FY 201 7 / 18 remoins the some os FY 2O16/ 17 .
Toxoble Volues
Chort
Toxoble
Property Volues
(billions)
:inol/Revised
Toxoble
Volues
(billions)
Milloqe Rotes Tox Levy (in millions)
Totol
Combined
Citywide
Milloge
Gnerol
Fund,/RDl
Mrlloge
Totol Tox Levy
including Debt
Uenerol fUnO
Totol (including
S. Poinie, ond
Renewol &
Replocement)
FY1997/98 $ oao $ oao 9 2I00 7.4990 $ st.ts $ 4678
FY199B/99 $ osz $ oaz B 9B3O 7.4990 $ 60.32 $ 4466
rY1999/OO $ 766 $ 75A B 6980 7 4990 $ 64.29 $ 47.36
FY2000/01 $ e:z $ a.zz 8.5550 7.3990 $ 6e.o8 $ ts.zs
rY2001 /02 $ 9.40 $ szz 8.3760 7.2990 $ 7597 $ sttz
FY2002/03 $0.56 $o4l 8.3220 7.2990 $ B4.B l $ 61.05
F\2003/04 $209 $l85 B 1730 7.2990 $ 9s.39 $ oa tz
FY2004/05 $4.04 $386 B 1730 7.4250 $10.74 $ 29.38
FY2005/06 $7.45 $715 8 0730 7 4810 $35.9 r $r.69
FY2006/07 $ 22.74 $ 2226 7 6730 7 3740 $68 38 $40.3 r
FY2007 /08 $ 26.8s $ 26.14 s 8970 5.6555 $50.42 $a< aa
FY200B/09 $ 2690 $ 2s89 5 8930 5.6555 $50.59 $25 94
FY2009/0 $ 2470 $ 23.24 5.9123 5.6555 $38 70 $<74
FY20 o/$ 2210 $ 20.97 6.5025 6.2155 $36.55 $214
FY20 1/2 $ 21 .98 $ 20.7s 6.4539 6. r 655 $34 75 $129
FY20 2/3 $ 23.07 $ 22.02 6.3477 6.0909 $39 t0 $432
FY2O 3/4 $ 2466 $ 23.64 6.r r63 5 8634 $43.26 $7.41
FY2O 4/5 $ 2710 $ zozz 6.0237 5 7942 $55.r0 $27.76
FY2O 5/6 $ :ozo $ zssz 5.9123 5 7092 $72.42 $43.16
FY20 6/7 $ 34.70 $ 33e9 s.8888 5.7092 $94 ll $60.78
FY20 7/B $ 37.39 5 B8B8 5.7224 $ 2oe2l $75 36
FY 2017/lSAdopted Work Plon ond Budget Messoge
Poge A-3
The City of Miomi Beoch hos mode strides in significontly reducing tox rotes os property volues
hove increosed. Between FY 1999/00 ond FY 2009/10, the totol combined Cityof Miomi Beoch
property tox rotes declined opproximotely 2.8 mills. ln FY 2OO7/08 olone, the milloge rote
declined by opproximotely 1.8 mills, with onnuol sovings to the overoge homesteoded property of
over $400.
Totol Combined Milloge Rotes
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Further, olthough the City increosed the operoting tox rote by 0.56 mills in FY 201O/11, the City's
odopted combined milloge rote is now lower thon the rote in FY 2OO9/10 ond remoins
opproximotely 2.8 mills, or 327", thon it wos in FY 1999/00.
Property Vqlues ond Tox Levy
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FY 2017/18 Adopted Work Plon ond Budget Messoge
Poge A-4
The current yeor's Generol Fund Operoting Budget olso reflects greoter diversificotion of revenues
since FY 2006/07. The Adopted Work Plon ond Budget includes $SA.q million in resort toxes to
fund tourismeligible expenditures (reduced by $2.7 million from lost fiscol yeor) ond o $4.4 million
tronsfer of Porking Operotions Fund yeorend surplus (reduced by $2.0 million from lost fiscol yeor).
ln lorge port, due to these olternotive sources, property tox revenues represent opproximotely 53
percent of the totol funding for the Generol Fund budget os compored to 59 percent in FY
2006/07 , whlch is o significont reduction over the post severol yeors.
Although the economy is slowly recovering, the impoct of the Greot Recession impocted both
property tox revenues os well os pension costs. The City's strotegy continues to consider the long
term finonciol sustoinobility of the City. Beginning with the development of the FY 2009/10 budget,
o strotegy wos developed to oddress shorFterm, mid+erm, ond long{erm finonciol needs:
. Short-term finonciol shotegies hove included ongoing efficiencies ond employee woge
concessions
. Mid-term finonciol sustoinobility hos been oddressed by pension concessions from current
employees in the Miomi Beoch Employees Retirement Plon (MBERP)
. Longer term finonciol sustoinobility is enhonced by the pension plon restructures thot hove
been put in ploce for employees in the City's retirement plons. Further, odditionol pension
plon reform recommendotions were developed by the City's Budget Advisory Committee
(BAC) for the Fire ond Police Pension Plon for considerotion os port of the FY 2O13/14
Adopted Budget. While the specific BAC recommendotions were not implemented, the
pension reform ogreed upon by IAFF ond FOP generoted sovings is in excess of the BAC
recommendotions: $5.6 mlllion in the firstyeor, $l.g million in the second yeor, ond $taO
million net present volue over 30 yeors
The FY 2017/18 Generol Fund Budget is obout $94.0 million ,39.7 percent) more thon the FY
2006/07 budget, despite pension contribution increoses of $4.|.1 million during the some period.
At this point, onnuol contributions to the City's two pension plons olone represent more thon $Sl.q
million (18 percent) of the totol Generol Fund budget. As o result, pension reform continues to be o
high priority for the City.
During FY 20.l 5/16, both pension boords voted to decreose the investment rote of return for their
plons to more conservotive ossumptions over the next severol yeors due to morket performonce.
There continues to be o negotive trend notionwide in pension plon performonce which will continue
to ploce pressure on municipol budgets in the future. Additionolly, beginning in FY 2017/18, the
City is required to poy the pension mortolity poyment os port of the onnuol pension contribution.
The impoctto the FY 2017/lSBudgetfor the onnuol required contribution (ARC) for both plons is
$4.2 million. lt should be noted thot the ARC for both funds would hove been much less without the
chonge in the investment rote ossumptions ond the pension mo*olity poyment. Lostly, the funded
net position os o percentoge of totol pension liobility is 72 percent for the Fire ond Police plon ond
70 percent for the Generol Employees plon os of the most recent voluotion dotes.
FY 2017/18 Adopted Work Plon ond Budget Messoge
Poge A-5
As in post yeors, the Adopted Work Plon ond Budget wos developed through on intensive review
process with our City Commission. Preliminory budget informotion wos provided ot the
Commission Retreot on June 22, 2017 ond in meetings with the Finonce ond Citywide Proiects
Committee (FCWPC) on June 16,2017, luly 10, 20,l 7, ond luly 21 , 2017.
GENERAT FUND CURR,ENT SERVICE TEVEL BUDGET DEVELOP'YIENT
The Generol Fund is the primory source of funding for the moiority of Clty services. Revenues ore
derived from od volorem property toxes, fronchise ond utility toxes, business license ond permit
fees, revenue shoring from vorious stotewide toxes, user fees for services, fines, rents ond
concession fees, ond interest income. Additionolly, intergovernmentol revenues from Miomi-Dode
County ond Resort Toxes contribute funding for tourist-reloted octivities provided by Generol Fund
deportments.
The firststep in preporing the FY 2017/18 budgetwos on evoluotion of CurrentService Level (CSL)
revenues ond expenditures. CSL revenues represent the omount of revenues thot would be
generoted bosed on existing tox rote, fees, ond chorges. CSL expenditures represent the
expenditures ossocioted with providing the some level of service next yeor os in the current budget
yeor.
At the June I 6, 2O1Z FCWPC meeting, the Committee directed stoff to tronsfer the 0.0132 mill
reduction from the debt service milloge rote to the operoting milloge rote, resulting in o zero mill
increose in the overoll combined milloge rote.
Property tox revenues comprise 53% ol the totol Generol Fund revenue ond ore o key driver of CSL
revenues. The Property Approiser provided the prelimin ory 2017 property volues on June 1 , 2017 .
At the )une 22, 2017 Budget Retreot, the Commission wos briefed regording the preliminory
Generol Fund Current Service Level (CSL) budget.
The Commission wos briefed regording the updoted CSL budget ot the July 1 O, 2O1Z FCWPC
meeting. The preliminory 2017 property volues increosed 7.787", which resulted in on increose of
$ll.l million in Generol Fund property tox revenues.
CSL revenues were estimoted to increose $tS.S million due to o $14.7 million increose in property
tox revenues (ossuming on operoting milloge rote increose of 0.0.l32 to offset the debt service
milloge rote reduction of 0.0.l32), ond o $O.ZlZ million increose in non-property tox revenues.
CSL expenditures were estimoted to increose $ t t .q million due to the following personnel
expenditures, the moiority of which ore controctuolly required:
o 2 percent merit poy for oll groups except Police ond Fire : $2.2 million
. 5 percent Step for Police ond Fire: $2.9 million
. 3 percent Cost of Living Adiustment, effective July 201 8: $ I million
. lncreose in Citywide Heolth ond Life lnsuronce: $2.S0 million
FY 2017/18 Adopted Work Plon ond Budget Messoge
Poge A-6
. lncreose in Annuol Required Contribution for Fire & Police Pension: $1.9 mlllion
. lncreose in Annuol Required Contribution for Non-Police & Fire Pension: $2.2 million
ln oddition, the CSL budget included:
. lncreose in Debt Service poyments: $200,000. $3 million decreose in funds set oside for pension mortolity impoct
. lncreose in operoting expenditures: $825,000, which includes $343,000 in expenditures
reloted to the insourcing of the North Shore Tennis Center; $133,000 reloted to the
increosed cost of shelter beds for the homeless; ond $t t0,000 for the mointenonce ond
repoir of City sidewolks ond light poles
The preliminory CSL budget bosed on the July 1 , 2017 certified property volues hod o revenue
increose of $15.5 million ond on expenditure increose of $l.|.9 million for o net proiected surplus
of $3.6 million.
The Committee directed thot the following Educotion lnitiotives totoling $324,000 continue to be
included in the CSL budget:
o Anti-Defomotion Leogue - $4,000. Common Threods - $
,l9,000
. FIU Duol Enrollment - $62,000. Miomi Dode County Duol Enrollment - $28,000. Nurse Enhoncement lnitiotive - $ I 6,000
. Nurse lnitiotive- Behoviorol Heolth - $54,000. VPK Yeor 3 - $t Al ,000
The $324,000 in odditions obove resulted in on updoted net proiected surplus of $3.26 million.
APPROACHES TO BATANCE
At the July 21, 2017 FCWPC meeting, direction wos given regording the proposed revenues,
milloge rote, enhoncements ond reductions for the FY 2017/18 Operoting Budget, os well os
chonges to the FY2017 /18 Copitol Budget.
R.evenues
ln on effort to move toword reducing the Generol Fund's relionce on the Porking subsidy, the
Committee recommended reducing the Porking tronsfer to the Generol Fund by $2 million resulting
in o FY20l 7 /18 tronsfer of $4.4 million.
Additionolly, in order to offset the estimoted increose in odministrotive fees from the Resort Tox Fund
to the Generol Fund, the Committee olso recommended reducing the Resort Tox contribution to the
Generol Fund by $2,865,000. The octuol colculoted odministrotive fee increose is less, ond os o
result, the FY 2017/18 budget reflects this odiustment.
FY 2017 /18 Adopted Work Plon ond Budget Messoge
Poge A-7
Subsequent to the )uly 21,2012 FCWPC meeting, the proiected FY 2017/18 revenues were
further refined using more current FY 201 6/17 revenue doto. This resulted in o $2,734,000
increose in proiected FY 2017/18 revenues, primorily due to o $1,314,000 million increose in
proiected building permit revenues ond o $'1,750,000 increose in odministrotive fees to the
Generol Fund from the vorious Enterprise ond Speciol Revenue Funds (the preliminory estimote
presented ot the July 21 ,2012 FCWPC meeting wos $ 1 ,457,OOO1.
Expenditr.rres
At the lvly 21, 2O1Z FCWPC meeting, the Committee occepted the recommended reductions
presented by the Adminishotion, which totoled $2,236,000 in sovings. lt olso occepted the
$486,000 in recommended enhoncements thot were presented.
ln oddition to the recommended items obove, the Committee olso recommended the following
service enhoncements listed below to be odded to the FY 2017 /18 budget:
. Add $08,000 for o Legol Secretory position in the City Attorney's Office to support the City
Prosecutor position being recommended
. Add $72,O00 for two port-time Pork Ronger positions in North Shore Porkond Youth Center. Add $
,l00,000 for the Miomi Design Preservotion Leogue Art Deco Weekend. Add $250,000 for the University of Miomi Wellness/Prep Clinic on Miomi Beoch. Add funding to support Community Outreoch reloted to the proposed 2018 Generol
Obligotion Bond progrom
The Committee concluded with o recommendotion thot $'1,355,000 in surplus dollors be set oside
toword the potentiol revenue reduction reloted to the 2018 Generol Election vote to expond
Homesteod Exemptions. This omount wos included in the FY 2017/18 CSL budget.
At the Jvly 26, 2017 Commission meeting, the Commission directed thot the following odiustments
be mode to the tY 2017 / 18 budget:
o Adiust the Educotion Compoct Fund's budget to reflect 9 months of pro-roted revenues from
porking goroge odvertising controcts ond tronsfer $,l95,000 in expenditures from the
Generol Fund to the Educotion Compoct Fund (included in CSL budget). Add $200,000 to subsidize o 40% discount to City employees for o heolthy olternotive
lunch option; this item wos odded to the proposed enhoncement list.
Bosed on needs identified over the summer, the following items were odditionol stoff-recommended
increoses to the FY 20,l 7 / 18 CSL budget:
Add $779,000 to the Generol Fund budget for heolth insuronce expenditures to provide o
conservotive estimote of potentiol premiums ond cloims expenditures considering the newly
implemented chonges to the City's self-funded heolth plons going into effective beginning in
FY20 f 7 /18.
Subsequent to the luly 21 , 2O1Z FCWPC meeting, the proiected FY 20.l 7/18 expenditures
were further refined, primorily to finolize the FY 2017/18 internol service ollocotions.
These refinements resulted in on overoll decreose in the budget of $603,000.
FY 2017/18 Adopted Work Plon ond BudgetMessoge
Poge A-8
. Add $125,000 for miscelloneous chonges, including reducing the previously proposed
security guord service reduction to motch the revised level of service ond conversion of o
Police Officer position to o Lieutenont position
Bosed on needs identified over the summer, the following items were odditionol stoff-recommended
FY 20.l 7 /18 enhoncements:
. Additionol funding for Beoch Mointenonce, including $ I 29,000 for enhonced
mointenonce of the boordwolks ond sond dunes ond $201,000 for o second unit to
oddress mointenonce ossocioted with the plonned instollotions of sond interceptors ot
beoch showers citywide
. lncreose of $309,000 ($'140,000 one-time) for o new totol of $609,000 in enhonced
holidoy decorotions throughout the City's tourism oreos (Resort Tox Fund)
. Add $12,000 for o porFtime Medio Assistont position in the Communicotions Deportment in
order to televise Speciol Moster heorings
The updoted combined FY 2017/18 Generol Fund budget of $33O,776,00O included
$330,923,000 in CSL expenditures lo 4.3% increose), offset by proposed reductions totoling
$2,236,000 ond proposed enhoncements rotoling $1,718,000. The FY 2017/18 revenues were
bosed on the ce*ified July I st property volues ond proiected increoses in nonod volorem revenues,
totoling $330,776,000, for o net surplus of opproximotely $321,000. Bosed on the FCWPC's
recommendotion thot surplus funds be set oside toword the potentiol revenue reduction reloted to
the 20l8 Generol Election vote to expond Homesteod Exemptions, this omount wos included in the
Generol Fund Reserves, which brought the totol reserye seFoside to $ I ,626,000.
CSt Surplus (based on Julv 21 FCWPC
Revenue
Reduction in Parkine Subsidy to the General Fund
Reduction in Resort Tax Transfer to the General Fund
aclslgff ug1zas_Beverye_qrqiqcttq!!
Recomme nded CSL lncreases
Ee-cpfl ILe nd-e i,E n he ngglle n t !
Recomme nded Reductions
lncrease in Reserve Set Aside
FY 2017/18 Adopted Work Plon ond Budget Messoge
Poge A-9
Bosed on direction given by the Commission during the second public heoring on September 25,
2017, the originolly proposed living woge enhoncement increosing the current living woge from
$tS.Sl to $13.56/hr. in FY 2017/18 wos revised ro $13.88/hr. resuhing in odditionol Generol
Fund expenditures of $24,000 thot would be funded by on increose in the Resort Tox contribution
to the Generol resulting from o decreose in funding for holidoy lighting. Lostly, the totol reserve set-
oside of $1,676,000 for the 20,l8 Generol Election vote to expond Homesteod Exemptions wos
reduced by $50,000 to be set oside for potentiol expenditures incurred by the City's odvococy
group during FY 201 7 /18.
R.eductions
City deportments continue to be prooctive in identifying odditionol reducfions to their current service
level progroms ond services. As with the preporotion of budgets for the lost eight yeors,
deportments ore continuing to onolyze their budget from two perspectives: I ) reviewing for
potentiol efficiencies ond reorgonizotions to reduce costs without odversely impocting services ond
2) performing o modified zero-bosed onolysis of eoch deportment budget, identifying potentiol
service reduction olternotives versus core functions. As port of the FY 2017/18 budget process,
deportments submitted lists of potentiol reductions totoling 5 percent of their FY 20'l 6/17 budgets.
The lists were reviewed extensively by the City Monoger, Executive Teom, Deportment Directors,
ond the Budget Office. Across oll funds, o totol of $3,037,000 of reductions wos recommended
by stoff. Of this omount, $2,236,000 impocted the Generol Fund. The recommended reductions
included '13 full-time positions ond I port-time position. A detoiled list of the odopted reductions
con be found in Attochment A.
Serwice Enhoncemenls
Ihe odopted enhoncements found in Attochment B reflect services thot residents ond businesses
identified os importont to them during the 20.l6 Community Sotisfoction Survey, os well os priorities
identified ot the three Budget Work Shops ond City Commission Retreot.
Highlights of the $3.0 million of enhoncements funded ocross oll funds to oddress community
priorities include:
Enhonce the proper prosecution of criminol City Ordinonce violotions odding o City
Prosecutor ond ossocioted Legol Secretory in the City Attorney's Office ($ I 40,000)
lncreose tronsporency through the oddition of o porFtime Medio Assistont to televise Speciol
Moster Heorings in the Communicotions Deportment ($12,000)
FY 201 7/18 Adopted Work Plon ond Budget Messoge
Poge A-10
. Enhonce the effectiveness of citywide pump stotion mointenonce through odditionol troining
for Public Works-Woter & Sewer personnel ($42,000)
. lncreose the level of security ond lessen ony potentiol octs of vondolism in ond oround the
Normondy Shores neighborhood ond golf course by the oddition of o security guord rover
split funded with the Normondy Shores Dishict ($54,000)
. Enhonce holidoy lightlng throughout the tourist oreos by odding $235,000 (of which
$
.l40,000
is one-time) for o new totol of $535,000. Provide $,l00,000 contribution for enhonced event festivities during Art Deco weekend. Art
Deco weekend poys kibute to the orts ond culture of Miomi Beoch's Art Deco Historic
Dishict
o Creote o film incentive progrom to ottroct moior productions to the city by providing
reimbursements to quolified productions thot meet torget requirements ($100,000)
. Enhonce the Oceon Drive experience for both visitors ond residents by odding $100,000
for Lummus Pork Culturol Activotion ond Progromming os recommended by the Moyor's
Oceon Drive Tosk Force
. Subsidize o 407" discount to City employees (up to $200,000 onnuolly) for o heolthy
olternotive lunch option, locoted conveniently next to City Holl ot Toste Bokery Cof6
o Phose-in over three yeors on increose to the Living Woge poid by certoin controctors doing
business with the City; FY 2017/18 would increose from $.l3.3.l /hr. to $13.88/hr. ond
25 cents thereofter, plus CPI depending on budget constroints
. Enhonce public heolth by reducing HIV infection risk through one{ime funding of $250,000
to support estoblishment ond operotionol costs of o University of Miomi Wellness/Prep
Clinic on Miomi Beoch
. Develop ond implement o community educotion compoign for the proposed 20]8 Bond
Progrom by odding $200,000 in potentiol funding to the Generol Fund Contingency.
. lmprove security by odding security guord coveroge ot vorious locotions including the
Building Deportment's North Beoch Office ond the RDA Penn ond Anchor porking goroges
($ l54,ooo)
. lncreose porking ovoilobility in the City Holl ond l Tth Street Goroges during Art Bosel
through on Uber lnitiotive for City Employees ($50,000)
. Supportthe second onnuol Youth Music Festivol otthe North Beoch Bondshell ($12,000)
. Successfully occommodote the number of porticiponts expected to ottend the Seniors
lnternotionol Tennis Tournoment ot the North Shore Pork Tennis Focility from October 29th
through November 13th by funding odditionol/upgroded restrooms ond doily porter
services ($24,000)
o lncreose public sofety ot North Shore Pork ond Youth Center by odding two port-time pork
rongers to cover peok hours ($22,000)
. Enhonce the Beoch Mointenonce Division's operotionol needs for items such os odditionol
boordwolk mointenonce, rope ond post fencing to protect sond dunes, mointenonce ond
repoir of beoch mointenonce gotes, ond Mobi-Mots mointenonce ($129,000)
. Address odditionol beoch shower mointenonce needs from the instollotion of odditionol
sond interceptors from 13 to 43 over the next two yeors by odding o second crew
consisting of two positions ond speciolized equipment ($201,000)
. Ensure complionce with Florido Stotute requiring the City to review its Comprehensive Plon
by April 1,2018 for consistency with omendments to Stotutes since odoption of the Plon in
20r r ($r 00,000)
FY 20'l 7 /18 Adopted Work Plon ond Budget Messoge
Poge A-l 1
. Enhonce speciol events with conhibutions to help offset expenditures for the Miomi Beoch
Air ond Seo Show on Memoriol Doy weekend ($350,000) ond Seniors lnternotionol Tennis
Federotion Tennis Event ot the North Shore Pork Tennis Focility from October 29th through
November I 3th ($
.l00,000)
A detoiled list of the recommended enhoncements requested by deportments in the Adopted Budget
con be found in Attochment B.
Use of Resort Tqxes to offset Tourism Eligible Expendirures in the Generol Fund
Bosed on on outside consultont study conducted in 2016 using octuol expenses for FY 2013/14,
the study estimoted thot there were opproximotely $55 million ln eligible Resort Tox expenditures in
the Generol Fund.
This included expenditures ossocioted with police officers serving entertoinment oreos; o portion of
fire rescue services from Fire Stotions 1 & 2; oceon rescue services; enhonced code complionce
provided to respond to evening entertoinment oreo violotions ond stoffing of speciol events; other
code complionce octivities in tourism ond visitor reloted focilities/oreos; Tourism ond Culture
Deportment ond the Culturol Arts Council; museums ond theoters (Gorden Center, Boss Museum,
ond Colony Theoter); golf courses (net of revenues); Memoriol Doy ond other speciol event costs;
homeless services; )vly 4'h; Visitor Center funding; holidoy lighting; Jewish Museum; Miomi Design
Preservotion Leogue (MDPL); Oronge Bowl; monuments; etc.
The totol Adopted ResortTox Fund tronsfer to the Generol Fund for FY 2017/18 is opproximotely
$SA.q million.
BUDGET AND POSITION TRENDS
The 20lZ Environmentol Scon, conducted os port of the strotegic plonning process, showed thot
the overoge doily populotion in the City hos grown 27 percent trom 2007 to 2016. Much of this
increose consists of odditionol other tourists 177 percent), seosonol residents (53 percent), hotel
guests (40 percent) ond non-tourist beoch visitors (40 percent). Hoving over 27 percent more
people in the City over the lost ten yeors, without on offsetting increose in the budget, con result in
services becoming degroded over time. The chort below shows the Generol Fund budget ond
Generol Obligotion Bond Debt Service budget divided by the overoge doily populotion from FY
2007 to FY 2016. The chort shows thot the overoge doily populotion hos grown foster thon the
budget ond thot the FY 2016 omount is .l.5 percent below the FY 2007 omount.
FY 2017/18 Adopted Work Plon ond Budget Messoge
Poge A-12
Genersl Fund ond G.O. Debt by Averoge Doily Populotion F(O7 - FYI6
ffi? &70 Im
&:@AWbffbr9lrd,&lddd#YI
mu rell &1-u m-tl
reC4F& r@HF.@
Despite lhe 27 percent growth in overoge doily populotion ond tourism, the City's position count
hos remoined relotively flot over time os shown in the chort below. The overoll position count in FY
2017 /18 is 4 positions less thon lost yeor ond 29 positions, or 1 .47", more thon in FY 2006/07.
Position Counl FY 2@6/07 to FY 2OI7ll8
;|(,@, NrM ,@ 2@tO &qlr MUt2 &Zt3 &yt1
.eEdM .frfld
ANATYSIS OF PR.OPERTY VATUES IN }IIAI'II BEACH
On July 1 , 2017, the City received the 2017 Certificotion of Toxoble Volue from the Miomi-Dode
County Property Approiser's Office stoting thot the toxoble volue for the City of Miomi Beoch wos
$SZ.l billion, which included $gSq million in new construction. Property toxes comprise
opproximotely holf of the Generol Fund's totol revenues.
I
i
i
FY 2017/18 Adopted Work Plon ond Budget Messoge
Poge A-'13
The comporotive ossessed volues for the Miomi Beoch Redevelopment Agency (RDA) City Center
redevelopment district increosed from $5.6 billion to $5.7 billion, which wos on increose of $89.8
million, or .l.6 percent, over the 2016 certified volues. Citywide volues, excluding the RDA City
Center District, increosed from $29.1 blllion to $31.7 billion, which wos on increose of $2.6
billion, or 8.97 percent, over the 2016 ce*ified volues. Volues outside the RDA City Center oreo
determine Generol Fund revenues.
CO'TAPARATIVE ASSESSE D VAIU ES
Januarv 1. 2016 Value in billions)Januarv 1. 2017 Value (in billions)
July 1, 2016
(FY2016117
Budoet)
Revised Value
(FY2016t17
Proiection)
Change in
2016 Values % Chg.
July1,2017
(FY2O17t18
Budget)
$ Change
(in billions)% Chg.
TotalCiffide $34.698 $33.996 $ (0.702 -2.02o/o $ 37.397 $ 2.6e9 7.78%
RDA- Cib
Canfar $ 5.613 $5.295 $ (0.3181 '5.670/o $ s.703 $ 0.090 1.60Yo
Cityride - Nel
af Cifv Canfar $29.085 $ 28.701 $ (0.384 1.32o/o $ 31.694 $ 2.609 8.97o/o
Determining the Operoting Milloge Levy
The first building block in developing o municipol budget is the estoblishment of the volue of one
mill of toxotion, wherein the mill is defined os $].00 of od volorem tox for eoch $1,000 of
property volue. For the City of Miomi Beoch, the volue for eoch mill is determined by the 2017
Certificotion of Toxoble Volue ond hos been set ot $37.4 million. Florido Stotutes permit o discount
of up to five percent for eorly poyment discounts, delinquencies, etc. Therefore, the 95 percent
volue of the mill is $35.5 million. Net of the RDA City Center District tox increment ovoiloble to the
Generol Fund, the volue of one mill ot 95 percent is $30.6 million.
lmpocts of Chonges in Property Volues
For FY 2017/18, the operoting milloge rote for generol City operotions is 5.7224, which is
0.0132 mills more thon in tY 2016/17. Bosed on the July 1,2012 Certificotion of Toxoble
Volue, 5.7224 mills would generote opproximotely $175,363,O00 in generol tox revenues, which
is on increose of $ 14,751 ,000 over FY 2016/17 budgeted property tox revenues citywide.
Further, the Jonuory 1 , 2016, tox roll Citpvide declined by $701 .4 million between the July 1,
2016 voluotion ond theJuly 1 ,2017 voluotion due to oppeols, odiustments, etc., which is portof
the reoson thot the FY 2017/18 "rolled-bock rote" is 0.3918 mills lower thon the FY 20'l 6/17
current milloge rote. The volue of the oreo outside of City Center RDA, which impocts Generol
Fund revenues, declined in volue by opproximotely $g t A.l million during the some period of time.
Stote Legisloted Operoting Milloge Requirements
Pursuont to recently enocted Stote legislotion, the City moy elect to opprove milloge rotes obove the
roll-bock rote up to the constitutionol cop of l0 mills subiect to the following votes by the
Commission or relerendum:
FY 2017 / 18 Adopted Work Plon ond Budget Messoge
Poge A-14
. Option l: A moiority of the opprovol of the Commission is required to opprove o milloge
vp to 6.2141 (equivolent to 3.'l I percent increose in property tox revenues). The I.03,lI
percent increose is the stote per copito personol income goin for the prior colendor yeor.
. Option ll: A two+hirds opprovol (5 of 7 votes) of the Commission is required to opprove o
milloge up to 6.8355 (equivolent to o l0 percent increose in the od volorem revenues
obove Option l).
. Option lll: Option lll: A unonimous opprovol of the Commission or referendum is required
to opprove o milloge obove 6.8355 up to the 10 mill cop
The odopted operoting milloge rote of 5.7224, therefore, requires o moiority opprovol 14 of 7
votes) of the Commission.
Deiermining the Voted Debr Serwice Milloge Lery
The generol obligotion debt service poyment for FY 2017/18 is proiected to be $5.914 million.
Bosed on the July 1 ,2017 Certified Toxoble Volue from the Property Approiser, this debt service
poyment would require the levy of o voted debt service milloge of 0..l664 mills, which represents o
decreose of 0.0132 mills over the prior yeor voted debt service milloge of O.1796.
Combining the Operoting ond Voted Debt Serwice Milloge Levy
At the July 26, 2017 Commission meeting, the Commission set the generol operoting milloge rote
ot 5.6989, which wos on increose of 0.0,l32 mills from 5.6857 in FY 2O16/17; o Generol Fund
Copitol Renewol ond Replocement milloge of 0.0235, which wos the some os in FY20l 6/17; ond
voted debtservice milloge rote of 0.1664, which wos o decreose of 0.0.l32 mills from 0.1796in
FY 2016/17.
llluskoted below is o comporison of the combined milloge rotes ond od volorem revenues of the
City of Miomi Beoch for FY 2016/17 ond FY 2017/18, including the RDA. fY 2006/02 is olso
illushoted for further historicol comporison.
% lnc/(Dec)
City of Miami Beach Millage Rates
Operating
Capital Renanal & Replacement
Sub-total Operating Millage
Debt Senice
FY 06/07
7.192(
0.1 82(
FY 16t17
5.6857
0.0235
lnc/(Dec)
0.0132
0.000c
From
FYl6117
From
FYo6/07
7.3741
0.299(
5.709i
0.1 79€
0.0132
4.0132
U.Z"/o
-7.30/
-22.4o/c
-44.30tr
Total 7-6731 5.EE8€0.0000 O.Oo/o -23.301
FY 20.l 7 /lSAdopted Work Plon ond Budget Messoge
Poge A-15
lmpoct on Homesteoded Properties
Amendment l0 to the Stote Constitution took effect on Jonuory I , ,l995 ond limited the increose in
ossessed volue of homesteoded property to the percentoge increose in the Consumer Price lndex
(CPl) or three percent (3%), whichever is less.
Bosed on the homesteoded property volues os of July 1 , 2O16, the medion volue of homesteoded
property in Miomi Beoch wos $167,342 ond the overoge wos $427,845. The impoct of the
milloge rote odiustment to homesteoded properties would be $2,l for the medion ond $53 for the
overoge volue homesteoded property os reflected in the toble below.
Homesteaded Properties
FY 2016117 FY 2017t18
with 2.1% CPI
Median I Averaqe Median I Averaoe
Prelim inary Taxable Value*$ 167,3421$ 427,U5 $ 170,8s6 I $436,830
City of Miami Beach
Operating
Voted Debt
Total Miami Beach
$
$
955 $
30$
2,443
77
$
$
978 $
28$
2,500
73
$ 985 $ 2,520 $ 1,006 $ 2,573
$ Change in Taxes
Operating
Voted Debt
Total Miami Beach
$ 23$ 57
$ (z) s (4)
$ 21 $53
* Source.' Miami-Dade County Property Appraiser's Office: 2016 Preliminary Average and Median
Homestead Resi denti al Val ues Report
lmpoct on Non-Homesleoded Properlies
The onnuol increose in morket volue of o non-homesteod property is copped ot l0 percent (does
not opply to school milloge rotes). The citywide overoge increose in property volues is7.7 percent.
The property volue of individuol properties moy increose up to, but not more thon l0 percent
(excluding the school milloge portion of the property tox bill). However, on individuol property
owner moy see o higher thon l0 percent increose if there is o chonge in ownership of o copped
property resulting in o reset of the cop. Another potentiol foctor, if opplicoble, would be the volue
of new construction which could contribute to o property volue increose of hlgher thon I O percent.
Overlopping Jurisdictioncrl Operoting ond Debt Serwice Milloges
City of Miomi Beoch property owners must olso poy property toxes to Miomi-Dode County, the
Miomi-Dode County School Boord, the Children's Trust, the South Florido Woter Monogement
District, Okeechobee Bosin, Everglodes Proiect, ond the Florido lnlond Novigotionol District. These
toxing outhorities represent 69 percent of o Miomi Beoch property owner's tox bill.
FY 2017 /18 Adopted Work Plon ond Budget Messoge
Poge A-16
The counlywide tox rote for Miomi-Dode County milloge remoined flot ot 4.6669; the librory tox
rote remoined flot ot 0.2840 mills; ond the debt service milloge remoined flot ot 0.4000 mills. The
tox rote for the Miomi-Dode School Dishict decreosed from 7.3220 to 6.9940 mills. The Children's
Trust milloge rote decreosed from 0.5000 to 0.4673 mills. As o whole, the milloge rotes for the
South Florido Woter Monogement District, Okeechobee Bosin, Everglodes Prolect, ond Florido
lnlond Novigotionol District decreosed from 0.3622 mills to 0.3420 mills.
With the odopted rotes for FY 2017/18, the Miomi Beoch portion of the tox bill is opproximotely
31 percent of the totol bill. Note the County milloge rote is 0.9481 mills less thon their milloge in
FY 2006 - os compored to the City's milloge rote. which is 1.7842 mills less than the City
milloge in FY 2006 - Further, the School Boord milloge is I .l I I O below the FY 2006/07
milloge rote. The significont difference in the totol overlopping milloge rote is o direct result of the
City's effort to keep its milloge rotes os low os possible. A summory of the tox rote chonges is
provided in the following toble.
OVER,I.APPING TAX MI1IAGE tY 6107 FY t6lt7 Vorionce
from
FY t6/17
Vqriqnce
from
tY 6107
o/o ol
tY 17/18
forsl
Citv of Miomi Beoch
Operotinq 7.1920 5.6857 0.0r 32 1.493 1
Cooitol Renewol & Reolocemenl 0. I 820 0.0235 0.0000 .0.158i
Subroiql Oocrotino Millooe 7.3740 5.7092 o.or32 r.65r6
Voted Debl Service 0.2990 o.1796 -0.0 t32 .o.132(
fo,to 7.6730 5.8888 o.qxx)1.7442 3lo/"
Miomi Dode Cogntv
Cor rnhruide 5.6150 4.6669 0.000c .0.948 r
Librory 0.4860 0.284C 0.000c -0.202c
Debt Service 0.2850 0.400c 0.000c 0.t l5c
Subroro 6.3860 5.3509 o.qxro r.o35 r 28/o
School Boord 8.roso 7.3220 -o.3280 -l.t r to 37"/o
Shildren's Trusl 0.422(0.5000 -0.0327 0.0453 2o/o
Other o.736(0.3627 .0.0207 -0.394C 2o/"
fotd 23.322Q 19.4244 -o.38r4 -4.279,J roo%
lmpoct of Combined Tox Rqles of Overlopping Jurisdictions on Homesteoded
Properties
The City of Miomi Beoch's 2016 preliminory medion ond overoge homesteoded residentiol toxoble
volues ore $ I 67,342 ond $427,845 respectively; opplying the odopted combined milloge rotes to
the medion ond overoge toxoble volues results in on increose of opproximotely $4 for the medion
ond opproximotely $8 increose for overoge homesteoded residentiol properties. These increoses
include o $2.l increose in property toxes for the medion ond o $53 increose for the overoge
homesteoded residentiol properties for the City of Miomi Beoch's portion of the property tox bill.
Medion properties would poy opproximotely $3,253 for oll ioxing lurisdictions combined, while
the overoge toxes generoted would be opproximotely $8,3.l9 per homesteoded property. Of
these toxing iurisdictions, the highestcomponent is the Miomi-Dode School Boord ot $,l,195 for o
medion volue property ond $3,055 for on overoge volued property.
FY 2017 /18 Adopted Work Plon ond Budget Messoge
Poge A-12
The following toble provides exomples of chonges in property toxes for homesteoded properties
using the odopted tox rotes ond potentiol chonges from 20.l6 volues.
lmpoct on Homesleoded Properties
tY 2016/17 FY 20t7lta
rvirh 2.1% CPI
Medion I Averooe Medion Averooe
Preliminory Toxqble Volue'S 167,342 5 427,45 3 17o,8s6 $ 436,830
City o[ Miomi Beoch
Operoiing
Voted Debt
Totol Miomi Beoch
Miomi Dode County
Schools
Other
$ 955 $ Z,ttZ
30 77
$ 978 $ 2,s00
28 73
$ e8s $ 2,s20 $ 1,006 s 2,s73
895
1,225
t4a
2,289
3,r33
369
914
1,195
r38
2,337
3,055
354
Totol $ 3,249 $ 8.3r r $ 3,253 $ 8.319
lhonge in Toxes
City of Miomi Beoch
Operoting
Voted Debt
Totol Miomi Beoch
Miomi Dode County
Schmls
Other
$ 23$ s7
t2t l4l
$zt$53
t9
(30)
(61
48
178t
fisl
Totol $ 4$8
* Source: Miomi-Dode County Property Approiser's Office: 2Ol6 Preliminory Averoge ond Medion
Homesteod Residenfiol Volues Reoorl
As with the City of Miomi Beoch milloge rotes, impocts of the combined iurisdictionol milloge rotes
for non-homesteoded properties ore bosed on individuol property volues.
The City's onnuol copitol budgei contoins copitol proiect commitments opproprioted for Fiscol Yeor
(FY) 2017/18 Copitol Budget. Preporotion of the Copitol Budget occurred simultoneously with the
development of the FY 2017/18 - FY 2021/22 Copitol lmprovement Progrom (ClP) ond FY
2017 / 18 Operoting Budget.
The Copitol Budget for FY 2017/18 totols $Sg.g million ond will be opproprioted on October l,
2017. Proiects will oddress mony needs in different oreos of the City including: neighborhood
enhoncements such os londscoping, sidewolk restorotion; troffic colming; roodwoy ond bridge
resurfocing ond reconstruction; woter, sewer, ond droinoge system improvements; porks
construction, renovoiion ond upgrodes; renovotion of seowolls; porking lot ond goroge
renovotions, construction/renovotion of public focilities; ond vehicle replocement.
Bond issuonces ore plonned in FY 2017/18 to fund key Woter, Sewer ond, Storm Woter
infrostructure improvements. ln oddition, the 2018 Proposed Generol Obligotion (G.O.) Bond
Progrom will be developed over the coming yeor. The overoll process for the proposed 20.l8 G.O.
Bond Progrom would toke opproximotely twelve months ond consists of the following steps:
FY 2017/18 Adopted Work Plon ond Budget Messoge
Poge A-18
ldentify Potentiol Proiects - This step includes compiling o wish list of proiects from vorious
sources including stoff ond the community. Over $300 million in potentiol proiects hove
been identified to dote.
Size of Bond Progrom ond Propositions - Bosed on the omount of the needs in the
community ond the offordobility of the necessory debt service, the overoll dollor omount of
the proposed 2Ol8 G.O. Bond Progrom would be set olong with omounts for eoch
proposition or bollot meosure (for exomple, $200 million bond progrom with $50 mllllon
for Porks & Beoches).
Prioritizotion of Proiects - The wish list would be prioritized to fit within the overoll proposed
20.l8 G.O. Bond Progrom dollor omount within eoch of the propositions or bollot
meosures. This process could olso include community input. The proposed proiects would
olso be progrommed out over the next five yeors.
Community Outreoch - Since G.O. bond progroms hove to be opproved by voters, o
significont omount of time ond energy would be devoted for severol months of community
outreoch to educote voters regording the proposed 20.l8 G.O. Bond Progrom.
Voter Referendum - The octuol dote of the vote to opprove the proposed 2018 G.O. Bond
Progrom will toke ploce on November 6,2018. lf oll or individuol bollot meosures ore not
opproved, they would hove to be presented to the voters in o subsequent yeor.
For o detoiled listing of oll copitol proiects ond odditionol informotion, pleose refer to Copitol ond
Debt Section in the Adopted FY 2017/18 Budget document.
Enterprise Funds ore comprised of Sonitotion, Woter, Sewer, Storm Woter, Porking, ond
Convention Center Deportments. The FY 2017/18 Enterprise Funds Budget is $208.9 million. This
represents o decreose of $412,O0O, or O.207", from the FY 201 6/17 budget of $209.4 million,
primorily due to the following:
. Woter reflects on overoll increose of $3.9 million, or 11.47", primorily due to Miomi-Dode
County's poss through rote increose from $1.7341 to $.|.8341 per thousond gollons 15.76
percent), os well os o $2.6 million increose in debt service expenditures for ongoing
infrostructure proiects ollocoted to woter utilities improvements.
. Sewer reflects on overoll decreose $4.S million, or 8.3%, primorily due to o $2.9 million
decreose in debt service expenditures for ongoing infrostructure proiects ollocoted to sewer
improvements ond o $4.8 million decreose for the usoge of wostewoter services from
Miomi-Dode County despite o proiected increose in rotes of 4.95% for FY20l7/18.The
decreose is primorily ottributed to o credit of $3.5 million due to the City from the County
for the FY20l 6/17 wostewoter services true-up ond continued efforts to prevent
dewotering.
. Porking reflects o $2.1 million, or 3.47o, decreose due to the odverse effects of olternotive
tronsportotion resulting in less demond for porking citywide. This decreose hos resulted in o
reduction of funding being seFoside for future renewol ond replocement of copitol ossets, os
well os funding seFoside for future copitol proiects including goroges.
FY 2017/18 Adopted Work Plon ond Budget Messoge
Poge A-19
Storm Woter reflects on overoll decreose of $2,000, or 0.02o/", despite on increose of
$807,000 for the rentol of on odditionol l6 generotors to be deployed ocross oll storm
woter pump stotions citywide. Outstonding storm woter debt of $421,000 ond one-time
copitol expenditures budgeted in FY20l 6/17 offset the increose for the odditionol
generotors.
Sonitotion reflects on overoll increose of $592,000, or 2.97", primorily due to personnel
ond internol service expenditures, which were portiolly offset by decreoses in operoting
expenditures for solid woste services, os well os expenditures tronsferred to other
deportments.
. Convention Center reflects on overoll increose of $.l.6 million, or 14.9%, due to on
increose of $253,000 for utilities resulting from ongoing construction, os well os $l.l
million in controct mointenonce for the up-keep of the newly renovoted ond exponded
focility.
lnternol Service Funds ore comprised of the Centrol Services, Fleet Monogement, lnformotion
Technology, Risk Monogement, Medicol & Dentol, ond Property Monogement Funds. The FY
2017/18 lnternol Service Funds budget is $86..l million, or 2.57o, more thon the FY 2O16/17
budget of $83.9 million. lniernol Service costs ore completely ollocoted to the Generol Fund ond
Enterprise Fund deportments, os well os Speciol Revenue Funds. The Risk Monogement Fund,
however, reimburses the Generol Fund for the cost of legol services.
The FY 2017/18 ResortTox budget is $83.3 million, which is o decreose of $3.5 million, or 4/o,
from FY 2016/17. This decreose reflects the continued effect of o series of recent stresses thot
hove odversely impocted tourism ocross the City. The FY 2017/18 budget includes:
. $34.9 million (o decreose of $2.73 million) 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 for 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, ATV officers, Boordwolk security, speciol troffic enforcement ond
stoffing during high impoct periods. Funding olso supports code complionce enforcement in
the entertoinment oreos ond o portion of the operotionol costs of the Deportment of Tourism,
Culture ond Economic Development.
. $2.6 million for enhoncing City services, inclusive of Goodwill Ambossodors, during High
lmpoct periods such os Memoriol Doy, July 4th, Spring Breok, ond A* Bosel.
. $2.7 million contribution to the Miomi Beoch Visitor ond Convention Authority (VCA) bosed
on the legisloted funding formulo.
. $200,000 to continue the locol Miomi Beoch morketing compoign, which is motched with
funds from the Greoter Miomi Convention ond Visitors Bureou (GMCVB), the Miomi Beoch
Visitor ond Convention Authority (VCA), ond the Culturol Arts Council (CAC).
FY 2017/18 Adopted Work Plon ond Budget Messoge
Poge A-20
. lncreose from $300,000 to $535,000 for enhonced holidoy decorotions throughout the
City's tourism oreos.
$450,000 contribution to portiolly offset expenditures for the Miomi Beoch Air ond Seo
Show ($350,000) ond lnternotionol Tennis Federotion Tennis Event ($,l00,000).
$23.l ,000 ollocoted for professionol services to fund the fireworks show in North Beoch
during the 4'h of July event, speciol events morketing sponsorships, onnuol oudit services,
ond consulting fees.
$.l.0 million for yeor four of o fifteen yeor onnuol contribution of $l million to Mount Sinoi
Medicol Center to fund the design ond construction of o new emergency room focility.
$6.5 million contribution to the Greoter Miomi Convention ond Visitors Bureou (GMCVB)
bosed on o new performonce-bosed controct executed Jonuory 2016.
$82.l,000 (o decreose of $2.8 million) contribution to Sonitotion for services provided
throughout the entertoinment district.
$542,000 to support the initiotive to provide better service by odding ottendonts to the
beochfront restrooms in Lummus Pork ond 2l st street on weekends, holidoys, ond during
high impoct periods.
$tg.Z million for North, Middle, ond South Beoch Quolity of Life Copitol Proiects thot
enhonce Miomi Beoch's tourist reloted oreos, plus continued support of tronsportotion
initiotives ond vorious orts ond culturol progroms.
$t S.Z million for debt service ossocioted with the Resort Tox revenue bonds issued in 20'15
for the exponsion ond renovotion of the Miomi Beoch Convention Center.
$250,000 in contingency to fund unforeseen expenditures occurring during high-impoct
periods.
. The 2% ResortTox Fund reserye, os of September 30, 2016, totoled $tg.ZS million, which
comprises three months of reserve.
. The City hos $'10 million of ResortTox dollors currently set oside forTronsportotion proiects,
which olso provide further reserye funds for emergency purposes.
Through rigorous review ond good plonning, the Adopted Work Plon ond Budget for FY 2017/18
is bolonced ond enobles the City of Miomi Beoch to continue delivering outstonding, enhonced
services to our residents, businesses ond visitors ond continuing structurol enhoncements to ensure
the long-term sustoinobilih/ of the City.
The odopted milloge rote of 5.8888 mills remoins the some os lost yeor ond is the lowest milloge
rote in the history of the City of Miomi Beoch. The FY 2017/18 Budget includes reductions which
further streomline government operotions ond service level enhoncements thot oddress high priority
needs of the City.
I would like to thonk Moyor Philip Levine ond the Members of the Miomi Beoch City Commission for
your continued guidonce, support ond leodership with the budget process ond in helping to
occomplish so much on beholf of our residents ond for the entire Miomi Beoch community.
FY 2017/18 Adopted Work Plon ond BudgetMessoge
Poge A-21
I would olso like to thonk the Budget Advisory Committee ond its Choirperson, Ronold Storkmon, os
well os oll stoff from throughout the City who worked hord over the lost yeor to respond to chonges
in priorities from the City Commission. I would porticulorly like to thonk my Assistont City
Monogers ond oll Deportment ond Division Directors. I oppreciote oll of us working together
towords developing o bolonced budget thot will help improve our community. ln porticulor, I would
like to recognize ond thonk John Woodruff, CFO; Tomeko Otto Stewort, Budget Director; Richord
Aiomi, Budget Officer; Domoris Lozono ond Ayonno DoCosto-Eorle, Budget Anolysts; Fernondo
Pestono, Senior Monogement Consultont; ond Froncis Fronces, Executive Office Associote ll.
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FY 2017 ' Proposed Workplan and Operating Budset
O (Attachment A)
o
o
O FY 2017 o Capital Budget and Capital lmprovement Plan
o
o
CAPITAT BUDGET AND CAPITAL IMPROVEMENT P1AN
The City's onnuol copitol budget contoins copitol proiect commitments oppropriobd for Fiscol
Ycor 20'f 7/18 lCopitol Budgetf . Prcporotion of the Copitol Budget occurred simultoneously with
thc devclopmenl of the FY 2017/18 - FY 2021/22 Copitol lmprovement Progrom ond FY
2017/18 Operoting Budget. The Copitol Budget presents proiect budgets br both the current
ond new copitol projects necessory to improve, enhonce ond mointoin public focilities ond
infroshucturc lo meel the service demonds of residcnts ond visitors io the City of Miomi Beoch.
Copitol rGseryes, debt service poyments, ond copitol purchoses found in the operoting budget ore
not includcd in this budget. The Copitol Budget for FY 2017/18 opproprioes funding for
prolccis thoi will rcquire commitment of funds during the upcoming ftscol yeor.
Thc Copitol lmprovement Plon (ClP) is o finoncing ond conshuction/ocquisition plon for proiects
thoi rcquirc significont copilol investment. The ClP, which is now updoted onnuolly ond submitted
to $e City Commission for odoption, specifies ond describes the City's copitol proiect schedules
ond prioriiics for thc five yeors immediotely following the Commission's odopiion. ln oddition,
thc first ycor of the plon provides the funding to be opproprioted in the onnuol Copitol Budget.
This documcnt is on officiol stotcmcnt of public policy regording long-ronge physicol dcvclopment
in the City of Miomi Beoch. The Fiscol Yeors (FY) 2017/18 - 2021/22 CIP of the Ciry of Miomi
Bcoch is o five yeor plon br public improvements ond copitol expenditures by the Caty. A copitol
improvcment is dcftncd os copitol or nin-kindn expcnditure of $25,000 or more, rcsulting in the
ocquisition, improvement, or oddition trc ftxed ossets in the form of lond, buildings, or
improvcments more or less permonent in chorocter, ond duroble equipment with o lih expectoncy
of ot leost five ycors.
Thc FY 2017/18 -2021/22Copatol lmprovement Plon for the Ciiy of Miomi Beoch is o five yeor
plon for public improvements ond copitol cxpenditures by the City totoling $587.3 million of
which $59.8 million is progrommed to be opproprioted in FY 2017/18. The rorol for proiecrs
includcd in the plon, including $ I .4 billion in oppropriotions for ongoing prolects through FY
2017/18 os wsll os $215.2 million unfunded/progrommed nceds beyond 2017/18, totoling
$2.2 billion.
Proiects will oddress mony needs in different oreos of the City including: neighborhood
cnhoncements such os londscoping, sidewolk restorotion; troffic colming; roodwoy ond bridge
rcsurfocing ond reconslruciion; woter, sewer, ond droinoge system improvements; pork
conslruction, renovotion ond upgrodes; renovoiion of seowolls; porking lot ond goroge
renovotion; ond construction/renovotion of public focilities. A detoiled listing of oll copitol
projects will bc provided in the Adopted FY 2017/18 - 2021/22 Copitol lmprovcmcnt Plon &
FY 201 7 /18 Copitol Budget document.
Thc Copitol Budgct for FY 2017/18 will be opproprioted on October 1,2017. ln oddition,
dcpending on cosh flow, Woter ond Sewer os well os Stormwoter bonds moy be issued in FY
2017/18. Historicolly there hos been o phosed opprooch for the issuonce of woter, sewer, ond
slormwotur finoncing. Under this opprooch, the City hos occessed o linc of credit to ollow the
City to hove the necessory funding copocity to enter into new projects, while ollowing the City
69
CAPITAT BUDGET AND CAPITAI UYTPROVEMENT PIAN
morc time to both build the necessory rote copocity to issue odditionol ioxoxempt bonds through
rote incrcoses qnd olso spend down the current committed bui unspent bond procccds.
BACKGROUND
On July 21, 1999, the Commission opprovcd the FY 1998/99 - FY 2004/05 Copitol
lmprovement Progrom br the City ond the Redevelopment Agency. Since thot time, the City hos
issued odditionol Generol Obligotion Bonds pursuont lo reforendum; Woter ond Sewer Rcvenuc
Bonds; Stormwoter Revenue Bonds; 2001, 2006, ond 2010 Gulf Breeze loons; ond o $15
million Equipment [oon. ln oddition, beginning in Fiscol Yeor 2005 /06 the City committed to
funding o Poy-AsYouGo component of the copitol budget funded from Generol Fund Revenues,
os wcll os committing to using Resort Tox Quolity of Lib funds in north, middle, ond south beoch
br copitol proiects. Also in 2005, through o series of workshops with the Moyor ond
Commission for the City of Miomi Beoch, previously opprovcd oppropriotions wcre reviewcd to
ensurc thot projects scheduled to begin conshuction in the next few yeors ore fully fundcd,
opproprioting funds from other projects scheduled to begin in loter yeors ond providing for those
to bc rcploced from future finoncings. These chonges were refcctcd in the 2005/06 -2009/10
Copitol Budget ond CIP for the City ond the Redevelopment Agcnry, which wos opprovcd by the
Commission on September 21,2005.
ln the spring ol 2006, the City craoied o Copito! Budget Process Commitlee with the responsibility
of reviewing ond prioritizing new copitol proiects thot will be funded in o givcn Fiscol Yeor, ond
for rccommendofion of funding ollocotions from outhorizcd sources for the priorilized proiccts.
The Committee developed ond implemented o structured committeebosed process for thc
development of the Copitol Plon ond Budget, including review criterio proiecls must mecl in order
to bc considcred for funding. This process is reviewed ond refined onnuolly by the Committcc.
Bosed on the direction received from ihe Finonce ond Cltnvide Proiects Commitlee in Februory
2008, lhe proccss wos modified to ollow for eorly input to the prioritizotion process by tha
Commission. Under ihe new process, o preliminory list of unfunded proiects is prescnted to the
Commission or the Finonce ond Citpvide Proiects Committee, providing the opportunity for inpul
ond prioritizoiion. This is consistent with the process for Commission input regording opGroting
budget priorities ond the formol used would be similor io thot used to seek guidonce on opcroting
budget priorities in prior yeors. This revised process ollows eorly input by the Commission
regording priorities for funding, sublcct to ovoilobility.
The chort below provides on overview of the copiiol budget process ond timelines.
CAPITAT BUDGET AND CAPITAT I'NPROVEMENT PIAN
TIMELINE
February -
May
June/July
August -
September
Construction monogement for the CIP is provided by thc CIP Officc. This office is designed to
consolidote the City's copiiol construction effort into o single cntity ond is toskcd with conshucting
the City's funded Copito! lmprovements in o timely monner. Projects within neighborhood oreos
orc combined to creole o single proiect thot oddresses the neighborhood nceds for infrostructure
upgrodes, troffic fow, enhoncemGnts, ctc. This comprehcnsive opprooch minimizcs disruptions
ond generotes costs sovings. To forword this ongoing implementotion efbrt, the City hos entercd
into ogrecments with vorious firms for progrom monogement, orchitecluro!, enginecring ond olhcr
rclevonl profcssionol services, os well os owording controcts for conshuciion.
ln oddition, severol other deportmenls provide monogement of some speciolized proiects. For
exomple, Public Works provides construction monogement for cnvironmcntol projccts ond somc
utility prolects; ond Porks ond Recreolion provides monogement of some londscoping proiects.
PURPOSE AND BENEFIT
The CIP is o proposed funding schedule for five yeors, which is updotcd onnuolly to odd new
proiccts, to rccvoluote progrom ond proiccl priorities, ond to revisc rccommcndoiions whilc
toking into occounl new requirements ond new sources of funding. The onnuol copitol
progromming process provides the following benefits:
. The CIP serves os o source of informotion obout the City's physicol devclopment ond copitol
expenditures to the citizens, City Commission ond odminishotion, privotc invcstors, funding
ogencies ond ftnonciol instiiutions.
. Thc CIP proccss provides o mechonism thot opplies uniformity ond consisicncy in the
evoluotion of projects ond ossists in the estoblishment of priorities.
Staff review for accuracy of eslimales,
sign-ofi by impacted depts., etc. and
prepares preliminary prioritization
Manager Publishes Proposed Budget
Documents. operatrng Budget. Capital Budget and CIP
Capital Budget Adopted at second budget
hearing
CAPITAT BUDGET AND CAPITAT I'VIPROVEMENT PLAN
. The CIP provides for coordinotion omong proiects with respect to funding, locotion ond time.
The Copitol Plon is dcveloped in occordonce with the City's stoted plons, gools, ond obiectivcs;
ond provides for the proper physicol ond finonciol coordinotion of fie proiech. Privotc scclor
development initiotives thot provide/require modificotions to certoin infrostructure will be properly
coordinoted with City proiects to ochieve compotibility ond greotest benefit.
LEGAT AUTHORITY
Lcgol requirements for preporing the City of Miomi Beoch's Copitol lmprovemenl Plon ore set
forth in Miomi-Dode County Code (Section 2-11 .7 -2-l 'l .l I ), ond the Florido Stotutes,
respectively. House B'112377, possed during the 2000 Regulor Session of the Florido Legisloture,
requires the thorough revision of the Copitol lmprovement Progrom os o bosis of policy ond
budget initiotives.
R,ELATIONSHIP OF THE CIP TO IHE CO'NPREHENSIVE PIAN
The City of Miomi Beoch Comprehcnsive Plon conloins o Copitol lmprovement Elcment (ClE)
which describcs molor City public focility improvements recommended in vorious elements of the
comprehensive plon for implementotion during the five yeors following the odoption of the
comprehensive plon. The CIE olso demonsirotes the obility to fund those improvcments. The
projects listed ore intended to oddress existing 'deficienciesn, ochieve focility 'replocementn, or
contribute to the generol 'improvement of Miomi Beochn. The informotion for the CIE of the City's
Comprehensive Plon is bosed on this ClP.
PROCESS AND PR,EPARANON OF THE CIP AND CAP]TAI BUDGET
The City's CIP ond copitol budget development process begins in the Spring when oll deportments
ore osked to prepore their own copitol improvement progrom contoining informotion on the
dcportment's ongoing ond proposed copitol proiects. lndividuol deportments prepore submittols
to the Office of Budget ond Performonce lmprovement identifying funding sources ond requesting
commitment of funds for their respective proiects.
The Copitol Budget Process Committee comprised of the Copitol lmprovements Proiects
Deportment, Public Works Deportment, Porks ond Recreotion Deportment, Finonce Deportment,
ond the Officc of Budget ond Performonce lmprovement, reviews the proposcd projects occording
to fie City's strotegic priorities, bosed on the Review Criterio described below. ln oddition, the
review considers conformonce with ihe Comprehensive Plon ond othcr plons br spccific orco,
ond linkoges with other proiects for combined impoct, the ovoilobility ond source of funding,
proiect impoct for moximum benefits to the cilizens of the City, ond the length of time thot o
proiect will beneftt the City.
The proposed document is reviewed by the City Monoger, ond upon opprovol, is submitied to the
Finonce ond Citpvide Proiecls Committee for review ond to ihe City Commission,/Redevelopment
Agency Boord for finol opprovol ond odoption.
72
CAPITAT BUDGET AND CAPITAT I'VIPROVE'}TENT PLAN
REVIEIA' CRMRIA
All proiects submitied lor inclusion in the City's Copitol lmprovemenl Progrom ore reviewed on thc
bosis of ralotive nced, benefil, ond cost. ln oddition, severol guiding policics direct thc
dctcrminolion of the content, scheduling ond funding of the Copitol Progrom. These policies ore
os follows:
l. Meet the City's strotegic priorities
2. Moximize relurn on investment, in considerotion of finonciol limitotions ond budget constroints
so os lo:
- Prcserve prior investments where possible;
- Reduce operoting costs;
- Moximize use of outside funding sources to leveroge the City's investmenl; ond
- Moximize cost effective service delivery.
3. lmprove ond enhonce the existing network of City service levels ond focilities
4. lmplement odopted plons
5. Demonskote coordinotion ond compotibility with other copitol projects ond other public ond
privote efforts.
CAPITAL BUDGET PROCESS REVIET'i'
Therc ore three moior sieps of the copitol budget process review thol stoff undertokes eoch ycor:
l. Existing proiects ore reviewed to identify oreos where funding previously progrommed in
ihe CIP for the upcoming yeor, os well os future yeors of the plon, need b be revised due
to chonges in cost, scope, etc.;
2. Proiects thol hove been in the conceptuol plonning stoge ore reviewed io determine
whcther they ore sufficiently for enough olong to worront incorporoling them in the
proposed copitol budget ond CIP for the upcoming yeor; ond
3. Proposed funding for new proiects ore submitied ond reviewed by on in-house Copitol
Budget Process Committee comprised of City Stoff. Typicolly, thc proposed new proiccts
ore smoll proiects requested to be funded in the next fiscol yeor.
Copitol funding priorities were discussed ot the budget bricfings ot ihe Finonce ond Citywidc
Projccts Committee meetings held on June I 6, 2017, )vly 10, 201 7, ond )vly 21 , 2017. The City
Monogcr, fusistont City Monogers, the Copitol lmprovemcnt Project Office Director, other
Dcportment Directors, ond other City stoff were ovoiloble to discuss specific proiects ond rcspond
to the Commitleers questions.
73
CAPITAL BUDGET AND CAPITAT I'YIPR,OVEMENT PLAN
At the first budget briefing on June 16, 2017, Stoff presented the preliminory list of unfunded
proiccts which were being requesbd including prolccts thot the Adminishotion proposed for
funding subiect trc the ovoilobil:ty of funds. A summory of the chonges requested by rhc
Commiitee to the preliminory prioritizotion sheet firoughout the three Finonce ond Citylvide
Proiccts Committee budget meetings, os well os the June 22, 2017 Commission Retreot orc listed
bclow (sorted by funding source):
Tronsoorlotion Fund
. Added funding for the Noutilus Neighborhood Troffic Colming / Completa Shcets - Phose
I proiect in the omount of $355,500, the scop6 of which will be refined through further
input from the Homeowners' Associotion.
Copitol Renewol ond Replocement Fund
ln FY 2017/18, it is recommended thotthe rencwol ond replocementvoied milloge rolc remoin
flot, ond be set to 0.0235 which will generote $721,000 for renewo! ond reploccmcnt prolects
in FY 2017/18. Bosed on dircction given by the Commitiee, the bllowing proiccts wcre
recommended to be odded to the FY 2017/18 budget:
. Fire Stotion # 4 Kitchen Equipment Rencwol- $41,849
. Fire Stotion #3 Kitchen Equipment Renewo!- - $30,000
. Libguord Stond Replocements - $141,189
Culturol Arts Council Endowment Fund
. Added $800,000 in funding for the Collins Pork Rotundo/ Pertorming Arts Venue proiect
to the FY 2017/18 budget.
Fees in Lieu of Porking Fund North Beoch
. Rcmoved oll proposed funding for the Porking Goroge ot Biscoyne Beoch project, ond
odded funding in the omount of $600,000 br the Surfoce Loi ot Biscoyne Beoch to the FY
2017/18 budget.
RDA [Non-TlF) Fund
. Added $6,865,154 in funding for the Lincoln Rood Woshington Avenue to lenox Avenuc
proiecilo he FY 2017/18 budger.
CAPITAL BUDGET AND CAPITAL IMPROVEfrIENT PIAN
Poy-AgYouGo {PAYGOI Fund
. Added $91,000 in funding for the Foinroy PorkArtificiol Turf Soccer Field, Droinoge &
Ployground Reploccment proicct to the FY 2017/18 budget.
. Added $386,000 in funding for the Boyrolk- South Boy Club, Boyriew Terroce, Boy
Gorden Monor proiect to the FY 2017/18 budgct.
. Added $143,000 in funding for the Normondy llse Pork Turf Replocement proiect to fie
FY 2017/18 budget.
South Bcoch Quolity of Llh (SB QOL) Fund
. Addcd $148,779 in funding for the 5th Street Flyovcr Lighting Enhonccmcnt prolcct to the
FY 2017/l8budget.
. Added $ 170,000 in funding for the MXE Sccurity Comeros, through o reolignmcnt of
funds in the Oceon Drive Extended Sidewolk Prolects - Western Sidewolks proiect.
. Added $25,000 in funding for thc Soundscope Pork Air Conditioning Systcm
Replocement proiecl b the FY 2017 /18 budget.
North Beoch Quolity of life (NB QOU Fund
. Added $553,467 in funding for the Norih Beoch Yord project ro rhe tY 2017/18
budget.
. Added $159,600 in funding for the Streetlighting lmprovemenis proiect to the FY
2017/18 budget.
. Added $654,000 in funding for the Rue Vendome Public Plozo proieci ro rhc FY
2017/18 budget.
. Added $193,000 in funding for the Norih Beoch Bondshell Conopy Tent proiect to the FY
2Ol7/18 budget.
75
CAPITAT BUDGET AND CAPITAL IMPROVEMENT PIAN
o Removed funding in the omount of $159,600 from the Lifeguord Stond project, os the
Copitol lmprovemeni deportment opined thot the other dollors proposed to rcploce the
remoining stonds in FY 2017/18 ore sufficient.
2003 Porks Gcnerol Obligotion Bond (GOB) Fund
. Added $S0,000 in funding for the South Pointe Pork Splosh Pod Rubber ond Droinoge
project to the FY 2017/18 budget.
. Added $80,000 in funding for the Mid-Beoch Pork Restroom Renovqtion Prolect to the FY
2017/18 budget.
Stormwotcr Proiects - Miomi Dode County ILA Fund
. Added $650,000 in funding for the Shone Wotersports Seowoll proiect to the FY
2Ol7/18 budset.
O Porking Operoting Fund
. Added $250,000 in funding for the Crespi Pork Angle Porking Spoces proiect to the FY
2017/18 budget.
Othcr Chonocc
The following chonges ore recommended by the City Administrotion bosed on further refinement
of the Budget ond Copitol lmprovement Plon, os well os odditionol proiect requests hom
deporlments subsequent to the Jvly 26, 2017 City Commission Meeting (sorted by funding
source|:
Miomi City Bollet Fund
. Added $25,000 in funding for the Miomi City Bollet HVAC Coil Replocement proiect to
the FY 2017/18 budget.
Holf Ccnt Tronsit Surtox - County Fund
. Added $480,000 in funding for the Enhonced IED Crosswolks proieci io the FY 2017/18
budget.
76
CAPITAT BUDGET AND CAPITAT IMPR,OVEMENT PIAN
Copitol Proiects Finonced By Other Funds
. Reduced the FY 2018/19 progrommed funding for the North Shore Open Spocc Pork
Redevelopment proiect by $137,134 to tie to the remoining bolonce of funds which will
be ovoiloble from the 8701 Collins Avenue Development Agreement. Thc Aool is the
identify onolher funding sourco during thc FY 2Ol8/19 budget development process.
Poy-As.YouGo {PAYGOI Fund
. Added $100,000 in funding for the 72nd Street Pork & Porking Structure - Civic Center
Component proiect lo the FY 2017/18 budget.
. Added $400,000 in funding lo the Esponolo Woy Conversion bctween Woshington
Avenue ond Drexel prolect, using $56,000 in PAYGO fund bolonce, $97.000 in SB QOL
fund bolonce, ond the rcolignment of $247,276 from the Beoch Acccss Conhol Gobs
proiect (previously opproprioted from SB QOL funds|.
. Combined FY 2018/19 progrommed funding for the Concrete Repoir Sidewolk/Curb &
Gufier proiect with the Sidewolk Repoirs proiect, for o totol of $470,000.
Copitol Reserve Fund
. Added $395,492 in funding for the Altos Del Mor proicct to the FY 2017,/18 budgct, os
the price submitted by the lowest bidder on this project hos exceeded the opproprioted
budget.
South Beoch Quolity o[ Life Fund
. Reduced $333,000 in funding forthe Flomingo Pork proiectto the FY 2Ol7/l8bvdget,
due to the lock of o current funding source. The gool is to reolign fundlng to this project
during FY 2017/18 lron completed projects currently funded from the existing Gcnerol
Obligotion Bond dollors.
North Beoch Quolity of Life Fund
. Added $100,000 in funding for the 72nd Streei Pork & Porking Structurc - Porks
Component project, through o reolignment of funds in the Koyok Lounch Docks
proiect.
CAPITAT BUDGET AND CAPITAT I'YIPROVEMENT PIAN
2015 RDA Bond Convention Center Proiect Fund
. Added $6,000,000 in funding to the Convention Center Rcnovoiion proicct, through o
reolignment of funds in the Convention Cenler Pork ond Convcntion Cenier - Corl Fisher
proiects in the omount of $5,000,000 ond $1,000,000 respectively.
RDA South Pointe Copitol Proiects Fund
. Added $585,000 in funding for the South Pointe Pork Exterior Lighting project to fie FY
2017/18 budget.
. Added $100,000 in funding forthe South Pointe Remediotion prolecttrcthe FY 2A17/18
budget. This will be used to fund legol expenditures relobd to this proiect.
Proposed Future Woter ond Sewer Bond Fund
Mode the following odiustments bosed on the updoted copitol plon for the Woter ond Sewer
Bond document:
. Added $59,019 in FY 2021/22 progrommed funding for the Woter Meler Replocement
Progrom.
. Reduced FY 201 8/19 progrommed funding for the Lo Gorce Neighborhood lmprovement
proiect in lhe omount of $297,347.
. Added $500,000 in FY 201 8/19 progrommed funding for the Woste Woter Pump
Stotions Rehobilitotion proiect io the FY 2017/18 budget.
Stormwoter Operotions Fund
. Added $628,603 in funding to the City Center Commerciol District Bid Pock B proiect
(l9n Street Pump Stotion), through the reolignmeniof funds in the Normondy lsle Phose ll
proiect in order to instqll on emergenry generotor in the south west corner of the Miomi
Beoch Botonicol Gorden property.
Stormwoler Bond Fund
. Added $132,000 in funding to the City Cenier Commerciol District Bid Pock B proiect
(l9s Street Pump Stotion), through the reolignment of funds in the Boyshore Bid Pock D
CAPITAL BUDGET AND CAPITAT IMPROVEMENT PIAN
Sunset lslond 3 & 4 proiect in order to instoll on emergency generotor in the south west
corner of the Miomi Beoch Botonicol Gorden property.
. Combined funding previously opproprioted to the Closed Circuit Television System ond
the Goroge Security Comero System projects.
SOUR.CES OF FUNDS
The FY 2017/18 Copitol Budget totols $59.8,l million. There ore vorious sources of funding; the
moior sources of funding include the Porking Operotions Fund, RDA Non-TlF Fund, Fees in Lieu of
Porking Fund, ond Concurrency Mitigotion Fund.
Ft 20r7lt8 SOURCESOF REI/ENUE:$59A M[.ltON
Pennsylvonio Avenue Goroge ond Porking Bond Funds
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. r€ilt 6rd
. Sd Cldted Sufra{&
I CQb &ot6 Fn.ned !!y &kr F!rd3
I Pi Arv* Go
aCTrlem
a tus ie . Sodh lLrh Cm
I 8.er! !a - Mi, tr.dh mr
s Qadt T& . ifih !.{h ClOt
. F .! tjct 99 GO lod
r aoA b(h Poe bad
The success of ony copitol plon depends on the close coordinotion of the physicol plon with o
finonciol plon. Proiects moy be finonced through o "Poy-AsYou Go" copitol component bosed
on lronsfsrs from the Generol Fund, olthough these ore often chollenging to fund os they musi
compete with recurring operoting requirements.
For this reoson, the City hos o finonciol gool of funding ot leost 5 percent of the Generol Fund
79
CAPITAT BUDGET AND CAPITAT IMPROVEMENT PIAN
oPeroting budget os honsfers for copitol prolects (PoycsYouGo) ond copitol profects
contingency. The purpose of this gool wos multi-foceted:
l. To provide flexibility in the operoting budget thot would ollow the budget to be reduced
without impocting services during difficult economic times;
2. fo ensure thot fhe City funds needed upkecp on our Generol Fund focilities, ond rightof-
woy londscoping, lighting, etc.
3. To provide o mechonism to qddress odditionol scope of smoll new projects prioritized by
ihe community ond the Commission insbod of hoving to deloy these for o lorger Generol
Obligotion Bond issue; ond
4. To provide contingency funding so thot prolects where bids were higher thon budgeted
did not hove to be deloyed, especiolly during o heoted construction morket where deloys
ohen leod to further increoses in costs.
The FY 2017/18 Budgetond Work Plon provided forcontinuol improvements ond mointcnoncc
of our focilities ond neighborhoods infrostructure by opproprioting $2.4 million from the Gencrol
Fund os Poy<syougo funds to be used br new Poyosyougo eligible projecis.
Additionol meons of finoncing of copitol prolects include the following:
. Borrowing money through the sole of bonds outhorized by voters - Generol Obligotion Bonds
(G.O. Debt). Generol Obligotion Debt is the dcbt service funding required for voter-opproved
bonds issued with the belief thot o municipolity will be oble to repoy its debt obligotion
through toxotion or revenue from prolects. No ossets ore used os colloterol. Funds in this
colegory include:
o Gulf Breeze Bond Funds - Other {Loon Pool)
o RCP - l5M Bond - 1997 Porks, Recreotion ond Culture GO Bond
o 1999 GO Bonds - Neighborhood lmprovements
o 1999 GO Bonds- Porks & Beoches
o 2003 GO Bonds - Fire Sofety
o 2003 GO Bonds - Porks & Beoches
o 2003 GO Bonds - Neighborhood lmprovements
. Borrowing money through the sole of bonds poid for by pledging o specific rcvenue streom -
Revenue Bonds
o Woier ond SEwer Gulf Breeze Loon 2010 Series
o Gulf Brceze 2006 (Woter ond Sewer)
o Woter ond Sewer Bonds 2000
o Woter ond Sewer Bonds 1995
o Stormwotcr Bonds 2000
o 1997 Porking Syslem Revenue Bonds
o 2010 Porking Bonds
o 201 I Stormwoter Bonds
80
CAPITAT BUDGET AND CAPITAL IMPROVEMENT PLAN
o 2015 Stormwoter Bonds
o Proposed Future Stormwoter Bonds
o lnterest on Stormwoter Bonds
o Proposed Future Woter & Sewer Bonds
o lnterest on Woter & Sewer Bonds
o 2015 RDA Bonds
o 201 5 Resort Tox 1"/" Bonds
o 2015 Porking Revenue Bonds
Loons for Energy Sovings Proiects whereby the finoncing is secured by the by the costs
sovings thot will be generoted by the proiect
Equipment Loons/Leoses - used to fund copitol equipment such os cors, trucks, ond heovy
equipment
Federol, Stote ond County Gront Aid Progroms. Funding sources in this cotegory include the
following:
o HUD (Housing ond Urbon Developmeni) Section 108 loon
o Gronts - 303 - including gronls from stote, federol ond locol ogencies
o Miomi-Dode County Bond (County GO)
o Federol Emergenry Monogement Agency (fEA Al
Speciol Revenue Fund which by low moy only bc uscd for specific purposes, funding sources
in this cotegory include the following:
o The Resort Tox Fund is supporbd primorily by toxes levied on hotel, motcl, rooming house
ond short term oporlment room rents os well os on food ond beverogcs sold ot rcioi! in
ony restouront, os ouftorized by Stote Stotute, ond is used to fund tourismoligible
expenditures. A specific component of this Fund (the I % Quolity of life Fund) is used to
support tourismeligible copitol proiects in north, south ond mi&beoch fiot improvc the
quolity of life of the community
o Porking lmpoct Fees
o Concurrency Mitigotion Fund
o Holf{ent Tronsit Surtox
o Locol Option Gos Tox
o Convention Developmcnl Tox
o lnformotion ond Communicotions Technology Funds
o 9'l I Emergency Funds
o A* in Public Ploces Fund
o Building Technology Fund
Enterprise Fund Revenues which ore derived from operotions thot ore finonccd ond operoted
in o monner similor to privote businesses. The criterio used to detcrminc if on operotion
should be on enterprise fund includcs: I ! thot it gencrobs revenues; 2) thot it providcs
services io the community; ond 3) thot it operotes os o stond<lone entiiy, without subsides
81
CAPITAT BUDGET AND CAPITAL TNPROVEMENT PLAN
from toxes etc. The City's Enterprise Fund Deportments ore: Convention Center, Sonitotion,
Stormwoler, Woter, Sewer, ond Porking. ln some coses, operoting funds ore odvonced of
bond soles ond ore repoid when the bonds ore sold. Copitol funding sources in this cotegory
include the following:
o Woter & Sewer Enterprise Fund
o Sonitotion Enterprise Fund
o Porking Operotions Fund
o 7h Street Goroge Fund
o Stormwoter Enierprise Fund
o Convention Center Fund
lnternol Service Funds which ore completely offset by revenues received from the Generol
Fund ond Enterprise Fund Deportments. The City's lnternol Service Fund Deportments ore
lnformotion Technology, Centrol Services, Risk Monogemenl, Property Monogemeni, ond Fleet
Monogement.
Other miscelloneous funding sourccs include
o Copitol Proiects not Finonced by Bonds,/Reollocotion of Bonds Other Copitol
Proiects/Copitol Replocement Fund - refecting funding from smoller miscelloneous
sources
ln oddition, the City of Miomi Beoch Redevelopment Agency is o seporote entity, whose
Choirperson ond Boord o[ Directors ore olso the City's Moyor ond City Commission. Copitol
projects. Copitol proiects funded by the Redevelopment Agency promote economic development
within thc City Cenler Redevclopment District.
Further, revenues ossocioted with the expirotion of the South Pointe Redevelopment District
(previously port of the Miomi Beoch Redevelopment Agency) ore olso used to fund copitol
projects. Ihe South Pointe redevelopment district wos the mosi successful redevelopmcnt district in
the Stote of Florido. Assessed volues increosed from $59 million when the district wos estoblished
in 1976 to olmost $2.2 billion os of Jonuory 1,2005.
With the expirotion of the district, ond pursuont to the 2001,2003, ond 2015 omendmcnts to
the Convention Development Tox (CDT) lnterlocol Agreement with Miomi-Dodc County, odditionol
intcrgovcrnmentol rcyenucs ore receivcd from Miomi-Dodc County br o limitcd numbcr of yeors
to be used for proiects ond to offset CDT or municipol resort tox type eligible expenditurcs
Citpvide.
The CIP refects funding for proiects both prior to the expirotion o[ the South Pointe Redevelopment
District thot hovc not yct been completed, os well os the new funding sourccs with thc expirotion
of the South Pointe Redevelopmcnt District.
82
CAPITAL BUDGET AND CAPITAT I'VIPROVEMENT PIAN
. South Pointe RDA
. City Center RDA Copitol Fund
. MDC CDT lnterlocol - Convention Developmenl Tox or Resort Tox Eligible Prolects
. South Point Copitol
. RDA - Goroge Fund
OVERVIEU' OF FY 2OT7II8 - FY 2O2Tl22 FIVE YEAR CAPITAL I'UIPROVEMENT
PLAN
The Copitol Budget for FY 2017 /18 totols $59,81 2,'l 55 ond will be opproprioted on October I ,
2017 when opproved by the Commission. Prolects will oddress mony needs in different oreos of
the City including: neighborhood enhoncements such os londscoping, sidewolk restorotion; troffic
colming; roodwoy ond bridge resurfocing ond reconstruction; woler, sewer, ond droinoge syslem
improvements; pork construction, renovolion ond upgrodes; renovotion of seowolls; porking lot
ond goroge renovolion, construction/renovotion of public focilities; ond vehicle replocement. The
following tobles summorize the proposed copitol expenditures by funding ond progrom source.
brhSrc Ftttt?flt
fr'lspoa{rfi 913 575
iadC HaErEa & RSdacamrt 2 185.048
;onm,niy Daf,loFarll Eock Grrn 538.483
luiud &t3 Co|ncil &r<knmot ano (xro
nh St.l Grrgr 1.399.500
u nrudrc rrs 875^33{
-tG3nLl.udPats{5.386.}r7
lmcwilcy Mt{arm 5,555.000
IDA-Nm TF 5.055.154
idam cltyEdlrt 6W
toi,lE G.:m t44.4&t
lalcsnt Trrl3[ Sun x€Iny 1U"000
lari{Pml.ctsFin ccd8YOihgFonds r5mm0
)ar As You Go Z,rl01.55E
iaptC Reiac 395..r92
Rason Tex - Soth B.eh OOt z.{tf.519
(osfr ra - ME mrn quL 2.133.W
Rrsql Ta - No.fi 8G-h OOt 2.4t1.057
Frr Sietv 99 GO Eqrd 317.000
IOA Sdrh Pornrr Captd 685 000
2001 Gui B.cezc+loflrundv Golt 65 {m
llr0lG O BofltsPrksllR.c 65't.}{2
Jvrer t Sffi lmFcr F..s 25t21
retrns -d& rLA 650 m0
iDA G.r:S!s 2.r38.000
)ufrrgopor3lons 1 r.l5 r.5[ 1
mr5 Pahng Eonds CC Pro'.ct 185 260
nopmy timaoamrf z95.firo
::om.mlcArons 2_M..W
tE tztll
Prolran it?'flta
ARI IN PUELE PI.ACES 875 r}
1*.r21
EOUIPIIE1''I r.549.051
GENERAL PUEUC zuILDI}IGS 1 587{6
UGHTF.IG 6tl0 9r:
MOT.ITJIIENIS 279"00
PARXNG 250.0(x
PAR${G OARAGES z.)au. f!
PARX$IG LOTS 500 ffi
PARKS 12 lm 96:
RENEIAIAL E REPI.ACEMEI{T 9.6E!,.&r
SEAWALLS 650.0(x
7.33'1.'t3
TRANST / IRANSPORTA]ION E.20E.571
UTIUTES 102.(n
Ioarl ItE9frd ll0rcOrldm -dfllrt,Tfl''TAlI
83
CAPITAL BUDGET AND CAPITAT I}IPROVEMENT PLAN
Thc FY 2017 /18 - FY 2021 /22 Copitol lmprovement Plon for the City of Miomi Beoch is o five
yeor plon for public improvements ond copitol expenditures by the City. This document is on
officiol stotement of public policy regording long-ronge physicol development in the City of Miomi
Beoch. The Copitol lmprovement Plon hos been updoted to include proiects thot will be octive
during FY 2017/lS through FY 2021/22.
The Copitol lmprovement Plon hos olso been updoted to include odditionol funding sources thot
hovc become ovoiloble, chonges in project timing, ond other odiustmenls to ongoing proiects os
they hove become better defined including proiects thot hove been reconfigured, r+titled,
combined with or seporoted from other projects ond/or proiect groupings. These odlustments
hove no fiscol or cosh impoci ond ore os o result of o comprehensive review of the progrom to
insure thot our plon occurotely reflects oll proiect budgets, funding sources ond commitments.
The Copitol lmprovement Plon olso contoins informotion on oppropriotions prior to FY 2017/18
for ongoing /octive proiects, os well os potentiol future oppropriotions beyond tY 2021/22. ln
coniunction with the development of the FY 2017/18 Copitol Budgct ond Copitol lmprovcmcnt
Plon, the City begon to develop o list of pobnfiol proiects ftot moy be funded in the future,
including proiects thot hove been opproved os port of o plon but not yel sequenced or opproved
for funding.
The following toble shows o summory of the FiveYeor Copito! lmprovement Plon by progrom oreo
os wcll os prior yeor funding for ongoing proiects, ond funding requiremenls for desired projccts
with no onticipoted funding, for the FY 2017/18 Copitol Budget ond the FY 2017/18 -fY
2021/22 Copitol lmprovement Plon.
ARTIN PUBLIC PI.ACES
BRIDGES
COMMUNITY CENTERS
CONVENTION CENTER
ENVIRONMENTAL
EQUIPMENT
GENERAL PUBLIC BUITDINGS
GOLF COURSES
LIGHTING
iiIONUMENTS
PARKING
PARKING GARAGES
PARKING LOTS
PARKS
RENEWAL& REPTACEMENT
SEAWALLS
STATE GRANT
7,4L2,797
L3,086,974
102,@0
623,00s,006
7,288',L27
25,3/.L,62
23,26L,763
5,725,Lq)
3,666,685
322,W0
44,533,5L4
3,588,6s0
8,632,W
24,273,767
29,tLo,822
7.s00.000
875,3_34
,u,rro
4,ilg,057
r,587,467
800,979
2n,w0
250,000
L2,W,785
600,m0
u,108,963
9,589,841
5s0,000
12,833,000
45,895,m0
,,rrr,"*
3,455,000
90,629,653
7,4&,658
22,527,W
220,@0 5,274,W
12,994,000
12,833,000 U,soo,Om
- 62,0m
8,28&131
13,w,974
102,6m
68,(ntm
rc,:m,85r
E,gyJ,7L9
*,774,2n
5,7?5.,1$
55,7i3,W
653,(m
250,(m
LO4%9,89
428&6s0
69,&,9A1
4L101,508
D,7il,8;,2.
zvn(m
STREET / Sr OEWATKS STREESCAPE 402,932,335 7,33t,430
8,208,s7s
102,m0
8,U0,000 110,957,0@ 112834000 7r7,W,478
IRANSIT/ TRANSPORTATION
UTILITIES
68,819,801
63.581.888
L768,m0 3,821,000
10,581,m0 250,000
84
CAPITAL BUDGET AND CAPITAL ITIPROVEfrIENT PLAN
Thc groph below shows tho moior prolect types with funding proposcd ond progrommod in thc
FY 2017/18 -FY 2021/22 Copirol lmprovcmcnt Plon. Thc lorgcst proposcd ond progrommcd
invcstmcnts ore in thc convcntion ccnlcr, porking gorogGs ond hghting throughout thc ncxi ftvc
ycors.
F( 2Ot7 h*Ft 2O2t 122 CAPrAT I M PROVEMEIT|T
PIAN: s587.3 MttUON
r AIT IX Pi'IT.E .tI'B
.tnEcs
rilrtxttvcaxrtns
lomtxrDilcaflEr
.IW'CIEITA.
rEqrrxar
! ccrBAl rultr turl'orr.cs
rooli@rI3B
aLofiirE
rEt,tl$ns
!rall*c
rratrxccrt&89
rPAII(fG L]OIE
r tallt
I EETBII'I ErUCtrf,XT
r3favll-ts
rsilIIctlxr
ovlRvEvy or Fy 2ot7lr8 cApnAr tuDogT (oNI-YEAR cAprfAr BuDoEr)
Thc FY 2018-2022 Copitol Plon - Funding Summory (Arochmeni A! sorts thc projccts in tho
Copito! lmprovemcnt Plon for FY 2017/18 -2021/22 ond thc Copitol Budgcl for FY 2017/18
by funding sourcc (rcvenuc). As secn in the bllowing groph, tha Porking Opcroiions Fund brings
in thc lorgest portion of revenue br FY 2Ol7/18 copito! proiects.
85
CAPITAT BUDGET AND CAPITAT TNPR,OVEMENT PLAN
F( zoltlts SOt RCESOf REvEilUE:5594 MIUJON
t.t't'
tfi
.Cld ra*r& &pE.m^l
.hMsrhlDfrnl1H6.6
tC!i@i &5C&ad€ndqrffil
I hletCrG
tA6imtda6
a h6 n uu o{ Prtnt
ahvrary Utlas
aU-ionf
a u$. Cav t*l
.flt&d
. ul odtlB 5(r{&t
lC-UhF6flrrcd ,ffth.r fdr
;c$dqffi
litqll-tui&thOC
.qdr-.Md!.6e
r aqr-. r6h trh CIO
. lh tJai - @ lod
rusPffih.l
rARr rf, AJ6(( PtA.€s
a lttoctS
! cotrMullff clifitns
! coil\trl{rroil cE r?Et
rfwaotM{rrra
.tquPMcxr
r6txlllL ar&c cu[Dilacs
a 60tt coutsfs
I l6Xln.G
. rrciuuorrs
r PAflNG
r P^trilG GAer6$
iP txfi6tofs
. pat(s
* Rtr{twet & Rf9tActMErt
I StawatB
. SIAIE GRAT'
slnEfl / strwa(s sTnEy
The FY 2018-2022 Copitol lmprovement Plon by Progrom (Attochment B) sorts the proiects in the
Copitol lmprovement Plon for FY 2017/18 -2021/22 ond the Copitol Budget for FY 2017/18
by Progrom {expenditure). The lorgest proposed investments ore in porking ond porks.
"(
zotTlLgCAPlrAt BUDGET: $Sg.A MtlUoN
86
CAPITAL BUDGET AND CAPITAT IfrIPROVEMENT PLAN
PROJECT I{IGHUGHTS BY PROGRAM AREA
Arr in Public Ploccs (AiPPl
The Aa in Public Ploces (AIPP) Ordinonce (Ordinonce No.95-2985) wos odoprcd in 1995. Thc
ordinoncc wos creoted to "enhonce the oesthetic environment of the City of Miomi Beoch by
including works of ort on public property within the City ond in City conshuction proiects." The
AiPP Ordinonce wos omended in Moy 2004 to clorify the dcfinition of terms for eligible
conshuction projects for funding os well os the policy ond procedures for oppropriotions. The
AiPP Guidelines were olso odopted by the City Commission ot thot time.
The AIPP progrom is funded by lYz% of oll hord costs of City projects, including new
construction, odditions, ond costs for construction of ioint privote/public prolccts. Thc fund is used
lor thc commission or ocquisition of works of ort; conservotion ond mointenonce of works of ort;
reseorch ond evoluotion of works of ort; printing ond distribution of reloted moteriols; ond
odministrotion.
The On+Yeor Copitol Budget includes $825,334 for four (4) proposed prolects ot the Miomi
Baoch Convention Ccnter, Flomingo Pork, Fire Stotion #2, ond Lummus Pork. PriorYeors include
previous funding lor Soundscope Pork ond the Miomi Beoch Convention Center.
Bridocs
Bridge repoir proiects ore prioritized ond funded bosed upon inspections by the Florido
Deportment of Tronsportotion, which ensures the sofety of oll bridges stotcwide. Other foctors ore
olso considered when delermining the condition of o bridge, such os its lood copocity. lt is the
City's responsibllity to ensure thot bridges ore repoired in order to be sofe for the motoring
public. Pedestrion bridges ore olso included in this cotegory which is the City's responsibility to
mointoin.
Prior Yeors includes $12.3 million for the West Avenue Bridge over Collins Conol, $558,564 br
Bridge Repoirs, ond $ I 80,000 for the 8l't Street Pedeshion Bridge Are.
CommunitY Ccnlcrc
The City's Porks & Recreotion deportment previously operoted threc recreoiion centers, the Scolt
Rokow Youth Center, North Shore Youth Center, ond 21,' Street Recreotion Center. During FY
2016/17, lhe City undertook the operotions ot the North Shore Tennis Center.
Prior Yeors includes $ 102,600 for the North Shore Bondshcll Stoge/Sound System proleci.
CAPITAL BUDGET AND CAPITAT INPROVEMENT PLAN
Environmenlo!
Environmentol prolects in the CIP cover o ronge of prolects including beoch occess gotes, conol
enhoncement proiects, tidol flooding miligotion, lighting for the Beochwolk, recreotionol
green$/oys, ond improvemenls to the City's Botonicol Gorden Center.
The OneYeor Copitol Budget ond odds $386,000 for the Bopvolk-South Boy/Boyriew Terroce
proiecl, which will require odditionol funding of $4.9 million in FY 2021. There ore o significont
number of proiects thot hove been opproprioted in Prior Ycors including $3.0 milhon for the
Citpvide Tidol Flooding Mitigotion proiect, $2.7 million for the Middle Beoch Recreotiono!
Corridor Phose lll, $690,000 for the Restorotive Tree Well Phose lV Oceon Drive proiect,
$490,633 for the Citpvide Dune Restorotion ond Enhoncement proiect,$292,000 br the
Restorotive Tree Well Treolment Phose lll prolect, $ t 50,000 for the lincoln Rood londscoping
proiect, $tlz,Z2l for the Beoch Access Control Gotes project, ond $48,539 for the Boywolk
Phose I proiect, which needs odditionol funding in FY 2019. The Restorotive Tree WelKitpv:de
proiect is progrommed ot $220,000 onnuolly beginning in FY 2019.
Equipmcnt
The copitol equipment section, of the CIP includes the purchose of moior copitol equipment,
porking equipment, feet, light equipment, ond informotion lechnology equipment reloted
ocquisitions.
The OneYeor Copitol Budget totols $4.6 million, ond includes moior prolects such os the $2.1
million br the Public Sofety Viper System ond $l.l million for the Goroge Security Comero
System. Prior yeor funding totoled $25.3 million ond included the Munis/Energov Technology
projecl, the Revenue Control Eqp Phose I proiect, ond the replocement of the Permits Plus
Softwore.
Gcncrql Public Buildings
The OneYeor Copitol Budget totols $1.5 million. Key projects funded in FY 2017/18 include
$591,000 for the North Shore Pork Restroom Renovotion, $553,467 lor the North Beoch Yord
ond $443,000 for the North Sure Bondshell Tent. Future funding needs include $21 million for
Fire Stotion #'l ond $8.9 million for the 555 17th Street Building Replocement.
Golf Courser
The City operotes the Miomi Beoch Golf Club, the Normondy Shores Golf Club, ond provides
limited services to the Por 3 Golf Course. The Miomi Beoch ond the Normondy Shorcs Golf Clubs
ore funded from the Generol Fund with oll revenues generoted from the golf clubs going to ihe
City to off-set operotionol expenses ond debt service. The City's golf courses,/ clubs ore monoged
ond operoted by Professionol Course Monogement {PCM) on beholf of the City.
88
CAPITAT BUDGET AND CAPITAT IMPROVEMENT PLAN
liohtino
lmproving lighting throughout the city consistent with tighting ond Crime Prcvention Through
Environmentol Design (CPTED) principles wos prioritized during the FY 2015/16 budget process.
The OneYeor Copitol Budgei includes $0.8 mllllon for continued Street [ighting lmprovements
citnvide.
Monumcnls
The On+Yeor Copitol Budget includes $0.279 million for the Flogler Monument Solor llluminotion
proiect.
Pqrking, Porking GorqEct, ond Pqrking lots
Thc City monoges ond opcroles 67 surfoce porking lots ond ten (10) goroges, including the
recenlly conshucted Sunset Goroge. Therc ore o totol ol 8,424 metered spoces both on- ond off-
slreet ond 23 rcsidentiol porking permit zoncs ciDryide. Ihc CIP progroms provide funding br
ongoing mointenonce of focilities which includes renovotion of porking lots thot ore onticipoted to
provide odditionol porking spoces when complete.
The FY 2017/18 Porking Goroge progrom includes $7.7 milhon to odd funding to existing
proiects, including $5.9 million for the West Avenue lntercept goroge, $1.4 million for the
goroge ot 2660 Collins Avenue ond $6.1 million br the goroge ot Collins ond l3n Strect.
$500,000 is budgeted for the 72^d Street Pork ond Porking Structure in FY 2017/18, wirh
odditionol funding in the omount of $38,595,000 needed in FY 2018/19. Porking Lot progrom
includes $600,000 lo conslruct o surfoce lot ot Biscoyne Beoch.
Porkr
The City mointoins fie oppeoronce of the gotewoys b the City, oll municipol porks, buildings
grounds ond City controlled medions, swoles londscope oreos including the monogement of the
Cily's urbon forest ond the londscope mointenonce conirocts for the entire City's porking focilities.
The One'Yeor Copitol Budget for Porks totols $.l2.1 million ond includes $O.77 million for the
Brittony Boy Pork, $1.8 million for the Flomingo Pork, $4.3 million for the North Shore Open
Spoce Pork Redevelopment proiect, ond $2.5 million for the Mourice Gibb Pork Remediotion.
Rcncwol qnd Rcplocemcnt
Fiscol Yeor 2011/12 wos the firstyeor thot new ond existing copitol renewol ond replocement
projects were included in the copilol improvement plon ond copitol budget.
Prior to fY 20O4/O5. the City mode significont investmeni in thc routine mointenonce of its ossets
os well os funding moior copilol projects, bringing on line miles of sidewolks ond curbing;
89
CAPITAL BUDGET AND CAPITAL IftIPROVEMENT PIAN
odditionol streetlights; new porks ond pork focilities, new Fire stotion focilities, etc. Howev€r,
mointenonce of the copitol investmenls competed with Generol Fund services ond routine
mointenonce, with the result thot funding levels did not provide br moior copitol rcnewol ond
replocement projecis. As o result, these prolects oflen were deferred mony yeors beyond the
useful life of the copitol componenl requiring replocement or renewol, in somc coses until fie
point where on entire copitol prolect is required for moior improvements.
To cnsure thof renewol ond replocement of Generol Fund ossets orc funded ond oddressed when
needed, in FY 2004/05, the City of Miomi Beoch estoblished o dedicoted milloge for renewol
ond replocement funding to be used for copitol proiccts thot extend the useful life of the City's
Generol Fund osseis to be used exclusively to provide for renewol ond replocement of copiiol
items reloted to our focilities ond infrostructure over ond obove routine mointenonce. The
following reshictions regording the fund were estoblished ot the time thot the dedicoted funding
wos creoted:
. Proiects must meet the following criterio br funding:
o Proiects thot extend the useful life of o City of Miomi Beoch gencrol fund osset by ot lcost
5 yeors with o threshold volue of oi leost $25,000; for exomple the replocement o moior
component of the osset such os roofs, HVAC syslems, electricol systems, fire olorm
systems, sprinkler systems thot due to signiftcont deteriorotion would constroin the
remoining useful life of the osset, OR
o Proiects thot significontly reduce future mointenonce cost over the remoining life of the
osset providing for o reduction in fuiure mointenonce costs thot ore greoter thon ihe cost of
the proiect.
The Moyor ond Commission moy oufiorize odditionol uses of the funds for unforeseen or
unonticipoted events offecting life, heolth, property or public sofety sublect io o fiv+sevenths
l5/4vote.
Appropriotion of proiect specific expenditures from lhe 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.
lnterest eornings lhot occrue in the Generol Fund Copitol Renewol ond Replocement Fund
sholl be included in the oppropriotion for the Fund in the following fiscol yeor.
Chonges omong proiect specific oppropriotions moy be outhorized by the City Monoger to
the extent thot no new projects ore odded ond the totol onnuol ollocotion is not exceeded.
During o ftscol yeor, chonges to the totol ollocotion ond chonges to the list of proiects to be
funded from the Generol Fund Copitol Renewol ond Replocement Fund sholl rcquire prior
opprovol ond outhorizotion by o moiority of the City Commission. Excess project specific
oppropriotions not required will be ovoiloble for recppropriotion the following yeor.
90
CAPITAT BUDGET AND CAPITAT IMPROVE'YIENT PIAN
o Project specific oppropriotions thot ore not expended in o given fiscol yeor sholl remoin in the
Gcnerol Fund Copitol Renewol ond Replocement Fund for thc life of the proicct.
At thc some time, the City estoblished o systemotic opprooch to identify renewol ond reploccment
nccds. City focilities ore inspecled ot leosl once eveqy five ycors to determinc currenl renewol
ond replocement needs os well os projected replocement dotes for oll of the moior Building
components. A Focility Condition lndex Roting (FCl| is ossigned to eoch focility bosed on the toiol
voluc of existing requiremenis divided by the currenl replocemcnt volue of the building. Bosed on
industqy stondords rotings ore ossigned os follows:
. 0.00 to 0.10 Excellento 0.] I to 0.21 Goodo 0.122 ro O.32 Foir
. Greoter thon 0.33 Poor
Focilities thot hove high public usoge hove o gool of "Excellent", while oll other focilities hove o
gool of "Good". Renewol ond replocement proiects br focilities thot ore nol supported by the
Gcncrol Fund ore funded from ovoiloble cosh bolonces in the rcspective lnternol Service or
Enierprise Funds, e.g. Fleet, Sonitotion, Property Monogement, Woter, Sewer, Slormwoter,
Porking, ond Convention Center. City Center Redevelopment Areo (RDA) proiects ore funded
through the City Center RDA budget
The FY 2017/18 dedicoted milloge of 0.0235 mills is proiected lo generote $721,OOO for the
Gencrol Fund Copitol Renewol ond Replocement Fund. lnterno! Service Funds, Enterprise Funds
ond Speciol Revenue Funds olso provide sources of funding for nonGenerol Fund Renewol ond
Replocement Proiects.
Soawolls
The OneYeor Copitol Budget includes $650,000 for the Shone Wotersport Seowoll project.
Strcet/Sidewolk/Sheetscopc lmprovements
Proiecls wiihin neighborhood oreos ore combined b creote o single project thot oddresses the
neighborhood needs for infrostructure upgrodes (including upgrodes to underground woler, sewer
ond slormwoter inlrostructure), troffic flow improvemenls, street lighting ond londscoping
enhoncements.
The On+Yeor Copitol Budget totols $7.3 million, primorily for the lincoln Rood Woshington Ave
to Lenox Ave proiect in the omounl of $6.8 million. Prior Yeor oppropriotions totol $307.6
million ond include severol key proiects such os Boyshore Neighborhood, Biscoyne Pointe
Ncighborhood lmprovements, City Center Commerciol District BP9B, Venetion Neighborhood
lmprovements, Lincoln Rood Connectors, ond South Pointe lmprovements. $7.0 million will be
needed br the Lincoln Rood Woshington Ave to tenox Ave project in FY 201 8/19.
91
CAPITAT BUDGET AND CAPITAL I'YIPROVE'}TENT PLAN
Tro n sit /Tru n spo rto lion
The City is responsible for the monogement of tronsportotion ond troffic enginecring scrvices,
including coordinqtion with the County for the provision of tronsit service; coordinotion ond
funding of the South Beoch locol, the most successful bus circulotor in the County, design ond
implementotion of troffic mobility improvements, coordinotion of the shored-bike progrom, ond
implementotion of the Bikewoys Moster Plon. Along with, ond reloted to, growth monogement,
troffic flow continues to be one of our community's molor concerns.
The On+Yeor Copitol Budget totols $8.2 million, which includes $5.5 million for the lntelligent
Tronsportotion & Smort Porking System, $580,000 br the Signolizotion Alton Rd ond 4th St,
$480,000 for Enhonced Crosswolks, ond $430,000 for Royol Polm Neighborhood Greenwoy.
FINANCING
A number of copitol finoncing lronsoctions ore refected in the Copitol lmprovcmcnt Plon
including: Generol Obligotion Bonds, Stormwoter Revenue Bonds, Woter ond Sewer Revenue
Bonds, Gulf Breeze Loons ond on Equipment Moster Leose.
ln 1995, the City issued $59 million in Woter ond Sewer Revenue Bonds. ln 1997, the City poid
$15 million for the I996 outhorized Generol Obligotion Bonds to conshuct, renovoie ond rebuild
porks ond recreotion focilities within the City's pork system.
ln 2000, the City issued the iniiiol $30 million of the outhorized $92 million 1999 Generol
Obligotion Bond. These funds were issued b expond, renovote ond improve fire stotions ond
reloted focilities; improve recreotion ond mointenonce focilities for porks ond beoches; ond
improve neighborhood infrostruclure. ln 2000, the City olso issued $54,310,000 in Woter ond
Sewer Bonds ond $52,170,000 in Stormwoter Revenue Bonds. ln oddition, the City wos gronted
o $4 million Section 108 U.S. Housing ond Urbon Development Loon for improvements trc
neighborhood skeets, North Shore Pork ond Youth Center.
In 2001 , the City executed loon ogreements with the City of Gulf Breeze, Florido, providing $15
million for the renovotion ond improvement of two City owned golf courses ond their reloted
focilities. The City issued the remoining $62,465,000 of the rebrendum opproved $92 million
Generol Obligotion bonds in July 2003 for improving neighborhood infrosiructure in the City.
Further, in 2006 ond 2010, the City executed loon ogreements with the City of Gulf Breeze,
Florido, providing on odditionol $24 million ond $30 million for woter ond sewer proiects,
respectively.
Bosed on curreni proiect schedules, odditionol woter ond sewer, ond slormwoter finoncing,
previously onticipoted for FY 2007 /08 ore now finonced over o series of yeors. The FY
2OO7/08 Copilol Budget ond CIP onticipoted $47.8 million in new woter ond sewer finoncing
ond $79.7 million in new stormwoter finoncing. ln 2006 ond 2010, the Cif executed loon
92
CAPITAT BUDGET AND CAPITAL IMPROVEfrIENT PLAN
ogreemenls with the City of Gulf Breeze, Florido, providing on odditionol $24 million ond $30
million for woter ond sewer proiects, respectively. ln FY 2008/O9, o line of credit wos issued ond
wos being used to fund proiects in odvonce of issuing woter ond sewer ond storm wotcr bonds.
Under this opprooch, the Ciiy uses the line of credit in order to hove fhe necessory funding
copocity lo enter into new projects. This olso ollows the City more time to both build the nccossoly
rotc copocity to issue oddlfionol toxexempl bonds through rote increoses ond olso spend down
fie currenl committed but unspent bond proceeds. This phosed opprooch provides the City with
more time lo refine the cost estimotes for projects plonned to be in construction prior to issuonce
of bonds. ln FY 201 1/12, opproximotely $50 million in stormwoter bonds wcre issued replocing
funding for proiects previously funded by the line of credit. ln FY 201 4/15, opproximotely $ I 00
million in stormwoter bonds were issued os port of the first of three $100 million bonds to
upgrode the City's stormwoter system.
On Dccember 15,2015, the City issued $164,920,000 in Resort Tox Revenue Bonds, Series
2015. These Series of bonds ore being issued by the City for the purpose of providing funds to
(l) finonce o portion of the costs of ocquiring ond construcling renovotions to the Miomi Beoch
Conveniion Ccnter ond reloted improvements, ond (ii) poy the costs of issuing the Series 2015
bonds.
On December 15,2015, theCity issued $58,825,000 in Porking Revenue Bonds, Series 2015.
These Series of bonds ore being issued by the City for the purpose of providing funds to (i)
finonce o portion of the cosls of ocquiring ond conslructing o new porking focility ond
improvcments lo o surfoce porking lot to serve the City's Convenlion Center, ond (ii) poy the cost
of issuing the Series 2015 bonds.
On December 15, 2015, the RDA Agency issucd $286,245,000 in Tox lncrement Revenue ond
Revenue Refunding Bonds, Series 2015A ond $35,850,000 in Tox lncrement Revenue Refunding
Bonds, Toxoble Series 20158. The Series 2015A bonds will be used, together with certoin olher
legolly ovoiloble moneys of the Agency, to (i) provide for the current refunding of oll the
outstonding Series 20058 bonds, (ii) finonce certoin costs of ocquiring ond conshucting
renovotions to the Miomi Beoch Convention Center ond certoin other improvements, ond (iii) poy
costs of issuonce of the Series 2015 bond ond refunding the outstonding Series 20058 bonds.
The Series 20158 will be used to (i) provide for the odvonce refunding of oll the outstonding
Series 1998 bonds, (ii) provide for the currenl refunding of oll the outstonding Series 2005A
bonds, ond (iii) poy costs of issuonce of the Series 20158 bonds ond refunding the outstonding
Series 1998A bonds ond the outstonding Series 2015A bonds, including the portion of the
premium ollocoble to the Series 20158 bonds for the reserye policy.
Depending on cosh flow, Woter ond Sewer bonds ond Stormwoter bonds moy be issued in FY
2017/18. Historicolly there hos been o phosed opprooch for the issuonce of wotcr, sewcr ond
slormwoter finoncing. Under this opprooch, the City hos occessed o line of crcdit to ollow the
City to hove the necessory funding copocity to enler into new proiects, while ollowing the City
more time to bofi build the necessory rote copocity to issue odditionol loxcxempt bonds through
rote increoses ond olso spend down the current committred but unspent bond proceeds.
CAPITAT BUDGET AND CAPITAT INPROVEMENT PIAN
PROPOSED 2OT 8 G.O. BOND PROGRAiI
At their July 21,2017 meeting, the Finonce & Citpvide Proiects Commitiee provided direction io
move forword with development of o Proposed 2018 Generol Obligotion (G.O.l Bond progrom.
The Committee recommended thot the necessory voter rebrendum for generol obligotion bonds
toke ploce on November 6, 2018, which is the dote of the generol election. ln oddition, the
Committee recommended thot the Commission's milloge vote to fund the debt service ossocioted
with the bond progrom toke ploce in odvonce of the voter rehrendum on September, 2018 in
order lo expedic the issuonce of the bonds ond occelerote implementotion of the copitol proiects
in the bond progrom.
The Proposed 2018 Generol Obligotion (G.O.l Bond Progrom will be developed over the coming
yeor ond consists of the following steps:
. ldentibr Potentiol Proiects - This step includes compiling o wish list of projects from vorious
sources inctuding stoff ond the community. Over $300 million in potentiol profects hove
been identified to dote.
Size of Bond Progrom ond Propositions - Bosed on the omount on the needs in the
community ond the offordobility of the necessory debt service, the overoll dollor omount of
the proposed 2018 G.O. Bond Progrom would be set olong with omounts for eoch
proposition or bollot meosure (for exomple, $200 million bond progrom with $50 million
for Porks & Beoches!.
Prioritizotion of Proiects - Next, the wish list would be prioritized to fit within the overoll
proposed 20'18 G.O. Bond Progrom dollor omount within eoch of fie propositions or
bollot meosures. This process could olso include community input. The proposed proiects
would olso be progrommed out over the next five yeors.
Community Outreoch - Since G.O. bond progroms hove to be opproved by voters, o
significoni omount of time ond energy would be devoted for severol months of community
outreoch to educote volers regording the proposed 2018 G.O. Bond Progrom.
Voter Referendum - The ocluol dote of the vote to opprove the proposed 2018 G.O. Bond
Progrom will toke ploce on November 6, 2018. lf oll or individuol bollot meosures ore
not opproved, they would hove to be presented to the voters in o subsequent yeor.
94
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a Comprehensive Annual Financial Report Book (Attachment B)
-
o
o
Financial Policies
FINANCIAT POTICIES
The City of Miomi Beoch's Strotegic Plon includes Key lntended Outcomes to ensure the long-term
sustoinobility of City government: Ensure expenditure trends ore sustoinoble over the long term;
ond improve overoll finonciol heolth ond mointoin overoll bond roting. Beginning in Jonuory
2007, the Budget Advisory Committee (BAC), with suppori from City odministrotion, undertook
the tosk of onolyzing the City's existing policies, identifying best proctices os recommended by
the Government Finonce Officers Associotion (GFOA), ond reviewing policies of other highly-
regorded municipolities. City stoff conducted extensive reseorch ond olso provided insight
regording roting ogency considerotions for improving their perspective on the finonciol outlook
for the City. The following policies include those thot were odopted by the City Commission os o
result of thot effort, os well os policies thot hod existed prior to thot time. Links to eoch resolution
ore found ot the bottom of the corresponding policy.
Policy: Srobilizotion Funds ond Fund Bqlonce/Contingency Plonning ond
Cosh Reseles
On June 5, 1996, the City Commission odopted Resolution No. 96-220.l4 which opproprioted
$,l0 million into o reserye for contingencies in the Generol Fund. This resolution colled for this
reserye to remoin ot 11% of the Generol Fund Operoting Budget of the ensuing yeor. On
Februory .l8, ,l998, the City Commission odopted Resolution No. 98-2266.l which defined o
public emergency for which funds could be used os well os stipuloting thot expenditure
specificolly requires o 5/7 vote rother thon o molority of the Commission.
On September 21, 2006, the Commission odopted Resolution No. 2006-26341 whlch stoted
thot in oddition to the 11% 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 combinotion with the I I % of Emergency Reserve,
this represents 2 months of the Generol Fund Operoting Budget expenditures. lf the Reserve for
Contingencies level folls below the 6% level, o plon of oction will be required to increose the
reseryes over three to seven yeors (to ot leost 6%) ond o percentoge of ony odditionol
undesignoted fund bolonce sholl be eormorked toword ottoinment of the 6%level.
Further the resolution stoted thot the City of Miomi Beoch sholl hove o gool to develop ond
mointoin oppropriote levels of reseryes in the Enterprise Funds os in the Generol Fund, ond o gool
of mointoining o reserve of l0O% of pending cloims in the Risk Monogement Fund, ond sholl
strive to fund 2/3 of the estimoted volue of insuronce cloims incurred but not reported.
The resolutions ore ovoiloble onJine ot the following links:
96-2201 4 - http:'^cmgmt.miomibeochfl.gov /WeblinkS /DocView.ospx?id=940&dbid=0
98-22661 - http: //docmgmt.miomibeochfl.qov VebLinkS locView.ospx?id=623&dbid=0
200626341 - http: ' ' mgmt.miomibeochfl.gov VeblinkS rocView.ospx?id=701 81&dbid=O
FINANCIAT POLICIES
Policy: Debr lssuonce
Article V of the City Chorter ond Article lll of the City Code empower the City Commission with
the outhority, by resolution, to issue bonds for the purpose of poying oll or port of the cost of
proiects. The principol of ond interest on eoch series of bonds sholl be poyoble from pledged
revenues. At the option of the Commission, the City moy covenont to budget ond oppropriote
from non-od volorem revenue sources identified by the city by resolution or from generol non-od
volorem revenues of the city on omount necessory to moke up ony deficiency in the poyment of
the bonds.
The orticles ore ovoiloble on-line ot the following links:
Article V of City Chorter - http://librory.municode.comlHTML/13097/level3/PTICHRESPAC SPACH ARTVBUFl.html
Article lll of City Code - http://librorv.municode.com/HTMI/1309Z/level3/SPAGEOR CH94SPAS-ART||lBO.html
Policy: Use of Non-Recurring Revenues
Pursuont to Resolution 2006-26341, the City of Miomi Beoch will use onetime, non-recurring
revenue for copitol expenditures or one-time expenditures ond not to subsidize recurring
personnel, operotions ond mointenonce cost.
The resolution is ovoiloble on-line ot the following link:
200626341 - http://docmgmt.miomibeochfl.gov/WebLink8/DocView.ospx?id=Z0l 8l &dbid=0
Policy: Boloncing the Operoting Budger
The Office of Budget & Performonce lmprovement (OBPI) is responsible for ensuring the finonciol
stobility ond integrity of the orgonizotion by mointoining o bolonced budget. This is occomplished
by the development, presentotion, ond odoption of the orgonizotion's onnuol operoting budget in
occordonce with the requirements of Florido Stote Stotutes 200.065, commonly referred to os
TRIM, (TRUTH lN MILLAGE). Additionolly, Florido Stote Stotute 166.241 (2) requires thot the
omount ovoiloble from toxotion ond other sources, including omounts corried over from prior
fiscol yeors, must equol the totol oppropriotions for expenditures ond reseryes. A budget
ordinonce is bolonced when the sum of estimoted net revenues ond opproprioted fund bolonces is
equol to oppropriotions.
Further, Resolution 94-21258 odopted on July 27, 1994 requires review ond reporting to the
Miomi Beoch City Commission of odiustments ond omendments to the City of Miomi Beoch
onnuol budget for the purposes of conforming octuol expenditures to the odopted budget ot leost
once every quorter.
The resolution is ovoiloble on-line ot the following link:
94-21258-http:/ '^mgml.miomibeochfl.gov/WebLinkS/DocView.ospx?id=25025&dbid=0
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FINANCIAL POLICIES
Policy: Guiding rhe Design of Progroms ond Services
Pursuont to Resolution 2006-2634,
. The City of Miomi Beoch sholl creote o strotegic plon thot identifies multi-yeor strotegic
priorities (Key lntended Outcomes) with corresponding result meosures for eoch priority.
. Annuolly, the City of Miomi Beoch sholl use o strotegic plonning process to develop initiotives
thot support the strotegic plon priorities.
. The budget process ond formot sholl be performonce-bosed ond focused on Key lntended
Outcomes ond performonce meosures.
. Any new initiotives not core to the City's core mission or Key lntended Outcomes identified in
the strotegic plon thot is greoter thon 0.5% of budget for the fund impocled per yeor, or
cumulotively, sholl be first considered os porl of the City's onnuol strotegic plonning process lo
develop initiotives.
The resolution is ovoiloble on-line ot the following link:
2006-2634 - hitp://docmgmt.miomibeochfl.govlWeblink8/DocView.ospx?id=Z0l 8l &dbid=0
2Ol5-29077 - http://docmgmt.miomibeochfl.gov/weblinkS/O/docl ,l 4037,l /Poge l .ospx
Policy: Copirol Assel Acquisition, Moinlenonce, Replocement qnd
Retirement
Pursuont to Resolution 2006-2634.l, the City of Miomi Beoch sholl hove o gool to fund ot leost
5% of the Generol Fund for the following copitol needs os o permonent port of the budget:
. Copitol Renewol ond Replocement - to ensure odequote funding for the renewol ond
replocement of the Ciiy's Generol Fund focilities to extend the useful life or reploce equipment
whose useful life hos expired. City of Miomi Beoch Resolution No. 2004-25697 doted
September 28,2OO4, estoblished o restricted renewol ond replocement occount is funded by
dedicoting o porlion of the milloge. The dedicoted milloge ond proiect specific oppropriotions
from the fund ore reviewed ond opproved eoch yeor by the City Commission os port of the
budget process. Unused funds stoy in the occount until proiects ore completed or con be used
for other proiects subiect to Commission opprovol. The City Commission Resolution No. 2005-
25832 doted Februory 23,2OO5, estoblished more stringent criterio for the use of these funds
by summorizing the criterio into lhree criticol oreos; include o preomble/whereos clouse
pertoining to emergency use of funds; ond provide o provision for emergency use of the
funds.
. Copitol Reserwe Fund - to help ensure odequote funding reloted to previously opproved
copitol proiects for expenditures due to bids thot ore over-budget, chonge orders, or other
unforeseen items for Generol Fund proiects.
FINANCIAL POLICIES
. Poy-As-You-Go Copitol Fund - to ensure odequote on-going reinvestment in copitol plont
ond equipment, to ovoid deferring copitol needs until there is o moior bond issue.
. Copitol lnvestment Upkeep Fund - to help ensure odequote funding for Generol Fund
nonJocility reloted upkeep.
. lnformotion ond Communicolions Technology Fund - to help ensure odequote
funding for the procurement of new or enhonced informotion ond technology needs of the
City.
Further, Resolution 2006-2634, the City of Miomi Beoch sholl hove o gool to develop ond
mointoin oppropriote levels of copitol reseryes in the Enterprise Funds os in the Generol Fund.
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.
The resolutions ore ovoiloble online ot the following links:
2006-26341- http://docmqmt.miomibeochfl.qovlWebLinkS/DocView.ospx?id=701 8l &dbid=0
2004-25697 - http://docmgmt.miomibeochfl.govlWebLinkS/DocView.ospx?id=45478&dbid=0
2O05-25832 - http://docmgmt.miomibeochfl.govlweblinkS/0/doc/490 I 2/Poge I .ospx
2002-24764 - http: ' -mgmt.miomibeochfl.gov/weblinkS '0 '^c/22202lPogel.ospx
Policy: Cqsh Monogement
Excess cosh during the yeor is invested in cosh deposits, money morket funds, U.S. Treosury
obligotions, U.S, government ogencies, commerciol poper, corporote bonds, ond repurchose
ogreements. The investment 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 depository insuronce or o colloterol pool held by the Stote Treosurer for the benefit of oll
public deposits in Florido, or by colloterol held by third porties in trust in the nome of the City. All
cosh ond investments of the City currently meet the criterio for Risk Cotegory #l os defined by the
Governmentol Accounting Stondords Boord.
Policy: Monoging lnvestments
On September 27, 1995, Resolution 95-21726, os omended by Resolution 97-22315 on Morch
5, 1997, odopted on investment policy for the City of Miomi Beoch which specifies the
outhorized investment options ond defines the percentoge of City funds which moy be invested in
soid cotegories. The investment obiectives ore sofety of copitol, return on copitol ond liquidity of
copitol. lnvestment returns ore importont ond con moke significont contribution to the City's
operotions ond copitol proiects. Therefore, every effort is mode to select the most odvontogeous
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FINANCIAL POLICIES
investment vehicle ond term of investment to moximize eornings. However, sofety ond liquidity, in
thot order, toke precedence over the return.
Resolution 2004-25456 odopted on Jonuory 14,2OO4 outhorized the odministrotion to controct
with MBIA Municipol lnvestors Service Corp provides lnvestment Advisory services to the City to
monoge ond direct the investment of excess funds in occordonce with the City of Miomi Beoch
lnvestment Policy investment obiectives .
The resolutions ore ovoiloble on-line ol the following links:
95-21726- http:' rrgmt.miomibeochfl.gov Veblink8/DocView.ospx?id=606,l6&dbid=0
97-22315 - http://docmgmt.miomibeochfl.gov/WeblinkS/DocView.ospx?id= l 3Z&dbid=0
2004-25456 - hitp://docmgmt.miomibeochfl.govlWeblink8/DocView.ospx?id=27104&dbid=0
Policy: Fees ond Chorges
On July 30, 2003, the City Commission odopted Resolution 2003-25299 which estoblished thot
(1)on odministrotive review of the City fees sholl be initioted whenever the chonge in the CPl,
between the current CPI ond the doie of the CPI used to estoblish the lost fee odiustment, is
greoter thon 5%; ond (2) upon reoching the threshold ond, following o survey of fees for similor
services in surrounding communities ond/or onolysis to review the current cost of providing such
services, the Administrotion sholl prepore its recommendotion thot odiustment to City fees be
incorporoled into on omended ordinonce or resolution, os oppropriote, with finol opprovol of
some by the City Commission.
The resolution is ovoiloble on-line ot the following link:
2003-25299 - http://docmgmt.miomibeochfl.govlWeblink8/DocView.ospx?id=25008&dbid=0
Policy: Pension Reform
On July 17,2013, the City Commission odopted Resolution 2013-28290, whlch includes
policies ond guidelines intended to oddress increosing costs derived from the benefits provided to
the pension plon members, porticulorly in the City Pension fund for Firefighters ond Police Officers
in the City of Miomi Beoch, whlch represent the fostest growing costs to the City's budget in
recent yeors. These policies ond guidelines oddress four perspectives to ensure long-term pension
reform: (1)Affordobilityond Sustoinobility, l2l Appropriote Benefits to Provide to Employees, (3)
Recruitment ond Retention, ond (4) Monogement of Risk/Risk Shoring.
The resolution is ovoiloble on-line ot the following link:
2013-28290-http: ''mgmt.miomibeochfl.gov/WeblinkS/O/doc/I3l743lPogeI.ospx
lnvestment Policv and Procedure
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CITY OF MIAMI BEACH
INVESTMENT POLIGY
AND PROCEDURE
CITY OF MIAiII BEACH
INVESTMENT POLIGY AND PROCEDURE
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CITY OF i,IIAMI BEACH
INVESTIUENT POLIGY AND PROCEDURE
TABLE OF CONTENTS
SUBJECT
Baokground
GeneralOvervlew
I nvestmont ObJectives..
lnvestment Ethics.
lnvestment Process.....
Authorlzed lnvestmente.
Prohibited I nveetments
Maturity & Llquidity Requirements.,
Portfolio Composltlon
Custodial Account,
Treasury Management Services Master Agreement.
I nveEtment Transadlon Authority
lntemal Controls,
lnvestment Advisor
lnveEtment Reporting
Recordkeeping and Performance Measurement... "..
Pension lnvestments
Bond Funds ..........,..i..
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Backqround
The Florida Legislature passed CS/SB 2090 (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 by Resolution 95-21726 on September 27
1995. Due to the amendment of City Code Section 18fu1, these policies have beon amended
accordingly.
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 ls "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 lnvestments whose terms are more than one year. The policy governing long term
city investments is set forth below after the description of cash management investment policy,
Gash Management lnvestment Policv
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 of the U.S, Government and its Agencies, held by the Stats of Florida, with the City
designated as collateral beneflciary. The City complies with the State of Florida 'Public Deposits Law"
Chapter 280 Florida Statutes. Chapter 280 insures the City against investment principat loss on
certificates of deposits and demand deposits in excess of $250,000 per institution. FDIC insurance
covers demand deposits up to $250,000 per institution. The City will utilize only financial institutions
qualifled 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.
This investment polioy shall be reviewed no longer than five (5) years from the last review date or at the
time of any significant accounting pronouncement or change in the City's market treasury sorvices.
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A.I nvest{ne,nt Obiggtlygs,
The City of Mlami Beach's investment obJectlves are set forth bolow in order of lmportance:
1. Safety of capital
2, Llquidity of capital
3. Return on capital
lnvestment returns are important and can make a significant contribution to the City's oporations
and capital ptojects. Therefore, every effort ls made to seleot the most advantageous
investment vehiclo and term of investment to maximize earnings, However, safety and liquidity,
in that order, tako precedence over the return. ln this regard, the City has delineated, through
ordinance, certain permissible types of investments, with a view to meeting the criteria set out
above,
!nvestment Ethlgs
The City of Miami Beach selects all investments by means of a bidding process. ln no case
does the City invest funds or place idle funds in financial institutions as compensating or ^-,
courtesy balances. The standard of prudence to be applied by the investment officer shall be U
the "prudent person" rule, which states: "lnvestments shall be made wlth judgment and care,
under circumstances then prevailing, which persons of prudence, discretion and intelligence
exercise in the management of their own affairs, not for speculation, but for lnvestment,
considering the probable safety of their capital as well as the probable income derived." The
"prudent person" rule shall be applied in the context of managing the overall portfolio.
The investment officer and staff, acting in accordance with the written procedures and
exercising due diligence, shall not be held personally responsible for a speciflc security's credit
risk or market price changes, provided that these deviations are reported immodiately and that
appropriate action is taken to control adverse developments.
lnves-tment Process
The formal bidding procoss for investment instruments consists of the following procedures
(Steps #1 through M are performed by lnvestment Advisor):
B.
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1.Maintain a bld list of approximately five major financial institutions qualified undor
Chapter 280 and two major brokerage firms. This bid list is adjusted periodically to
delete bidders who are non-responsive or non-competltive over a period of time,
replacing such institution(s) with other qualified institutions which have expressed an
interest to bid on City funds. Qualified institutions are defined as financial lnstitutions
governed by Chapter 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 of years the firm has been in
operation and reputation.
Place telephone calls requesting a bid from each institution on the bid list either on the
day of the transaction or the afternoon lmmediately preceding the transaction date,
Receive and note all bids on a standard form designated for this purpose and retain on
filo for each transaction.
Select the highest winning bid
Transfer funds in exchange for evidentiary recoipt from wlnning bidder.
The purpose of this process ls to prevent influence being experienced by either City
personnel or the financlal institution in the selection of the institution chosen for the
purchase of City investments,
Auth g rized .l nve_gtments
The City has established a list of authorized types of investments. The authorized cash
management investments are descried in Chapter 18A of the City Code and are further
limited as follows:
3.
4.
D.
1. Time Deposits
Duration
Maxlmum % of Portfolio
Maximum per lssuer
N/A
100%
25o/oa
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4.
5.
Certificates of Deposit
Duratlon
Maximum % of Portfolio
Maximum per lssuer
U, S. Treasury Bills
Duration
Maximum % of Portfolio
U, S. Treasury Notes
Duration
Maximum % of Portfolio
Duration
Maximum % of Portfolio
Maximum per lssuer
Duration
Maximum % of Portfolio
Maximum per lssuer
Duration
Maximum % of Portfolio
Maximum per lssuer
L Fixed Term Repurchase Agreements
Duration
Maximum % of Portfolio
Maximum per lssuer
U.S. Government Agency and lnstrumentality Securities
1-3 yrs
100%
25Yo
N/A
10Oo/o
0-7 yrs
10oo/o
0-7 yrs
5Oo/o
40o/o
0-7 yrs
5o/o
5o/o
7-10 yrs
50o/o
10o/o
0-3 yrs
20o/o
25o/o
Rated or unrated bonds, notes, or instruments backed by the full faith and credit of the
government of lsrael.
7,Obligations issued by any state or territory of the United States, which are fully insured
or rated in one of the two highest rating categories by both Moody's lnvestors Service,
lnc, and Standard and Poor's Corporation or their successors.
10.
Overnight Ropurchase Agreemonts
Duratlon
Maximum % of Portfolio
Maximum per lssuer
Bankers Acceptances
Duration
Maxlmum 7o of Portfolio
Maximum per lssuer
Maturity
Maximum % of Portfolio
Maximum per lssuer
a. Moody's
b. Standard & Poor's
c. Fitch
Duration
Maxlmum % of Portfolio
Maximum per lssuer
a. Moody's
b, Standard & Poor's
c, Fitch
N/A
'100%
25o/o
N/A
2Oo/o
20o/o
N/A
20o/o
1A%
0-1 yrs
20Vo
5o/o
AA3 higher
AA- or higher
AA- or higher
1-5 yrs
20o/o
5o/o
M3 higher
M- or highar
M- orhlgher
11. Commercial Paper with a rating of A-1 or P-1 only, rated by Moody's or Standard &
Poor's
Duration
Maximum % of Portfolio
Maximum per lssuer
Corporate notes, corporate bonds, medium term notes, wlth terms of one year or less
rated by 2 of 3 deslgnated rating agencies as follows:
12.
13.Corporate notes, corporate bonds, medium term notes, with terms in excess of one year
with a maximum of 5.0 years rated by 2 of 3 designated rating agencies as follows:
o
14,Money market mutual/trust funds which substantially oonform with this policy as follows:
Duration
Maximum o/o of Portfolio
Maximum per lssuer
a.
b.
c.
d.
N/A
100o/o
50%
N/A
250h
25o/o
3-5yrs
1SYo
20o/o
- AA3 higher
- AA- or higher
- AA- or higher
State of Florida Looal Government Surplus Funds Trust Fund
Mutual/trust funds sponsored by the Florida League of Cities
Private money market mutualfunds backed entirely by'Full Falth and
Credit" U.S. Government Securities not to exceed 25%
lntergovernmental investment pools 16[9( "Al{Arn" authorized pursuant to
Florida State Statute s. 163,01, F.S.
15. Fixed income mutual funds sponsored by the Florida League of Cities which
substantially conform with this policy as follows:
16.Mortgage-backed securities collateralized by flrst mortgages (or deeds of trust) and ^-,
asset-backed securities collateralized by consumer or business reoeivables with a t
maximum duration of 3.0 years at tlme of purchase and structured as either
collateralized mortgage obligatlons or unstructured pass-through securities and rated by
2 of 3 designated rating agencies as follows:
Duration
Maximum % of Portfolio
Maximum per lssuer
Maturity
Maximum % of Portfolio
Maximum per lssuer
a. Moody's
b. Standard & Poor's
c, Fitch
17.Externally managed funds requiring specific approval by Commission with investments
limited to City policy and rating criteria.
Duratlon
Maximum % of Portfolio
1-7 yrs
100%
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'18. lnterest rate Swap agreements between the City and a counter party to pay/receive a
fixed interest rate payment in exchange for a variable rate payment over a specifiod term
wlth the requirement that all "Swap' agreements be approved by Clty Commlssion prior
to execution.
Duration
Maximum % of Portfolio
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All repurchase agreements are fully collateralized and the collateral is held in the City's name by
a third party custodian. Repurchase agreements must be collateralized at minimum mark-to-
market value of 1A2o/oin U.$. Government securities.
Derivatives (defined as a financial instrument the value of which depends on, or is derived from
the value of ono or more undarlying assets or index of asset values) shall be utilized only if
speclfically authorized as part of the investment plan and the Chief Financial Otficer or his
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 Clty commission for
approval. Repurchase Agreements (an agreement between an investor and a security dealer
whereby dealer Agrees to buy back the security at a specified price in the future) will be limited
to transactions in which the proceeds will be used to provido liquidity, Any investment which is
not lssued in "Book Entry Only" form is physically held by the City in a secure vaulted area and
surrendered only when invested funds and eamings are received by the City at maturlty.
Prohibited lnvestments
Funds to be invested in cash management investments may not be invested ln the following:
Common Stock
Preferred Stock
Conveftible Bonds
Venture Capital
Options and Futures
Warrants
Commoditles
Short Selling
Real Estate
N/A
10Yo
Private Placements
Unregistered or Restricted Stock
Margin Trading
Limited Partnerships
Oil and Gas Wells
lO or PO strips or inverso floater
mortgage backed securities
Foreign Exchange
Any lnverse Floating Rate Securities
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ln addition to the above prohibited investments, funds should not be invested in any scrutinized
companies wlth actlve business operations in Sudan or lran as listed by the State Board of
Administratlon (SBA) on a quarterly basls, whioh is outlined in the Protecting Florida's
!nvestment Act (F.S, 215.442 and 215.473).
Itlaturitv and Liquidity Requirements
The City selects lnvestments whose terms compliment the need to make the majority
expenditures set forth below.
1, Biweokly Payrolls
2. Periodic Debt Service Payments
3. Capital ProJect Needs
For each expenditure event, investments are selected whose maturities occur at a date close to
the date that funds will be needed. lnvestments also are selected based on the highest yield for
the partlcular type of investment. ln the case of capital projects, in which the exact date that
expendltures wlll need to be made is unknown, the City selects several investments wlth varying
rnaturities so that monies are available each month to cover all capital expenditures, Any
unused capltal investment funds are then placed in investments of one year or more to
maximize return potential.
Portfolio Composition
Diversity of investment types is highly desirable, To promote diversity, no security or lndividual
cusip shall exoeed 50/o of the City funds, Such diversity is necessary in cases where securities
aro traded frequently and not held to maturity and where volatile securities are tradod.
CustodigJ Acco,unt
All City investments, except for swap agreements, must be held in an independent custodial
account within the trust department of a major financial institution with a branch located in
Miami-Dade County, Florida, The custodian will not be utllized to buy or sell investments for the
City. AllCity investments must be registered in the City's name in book entry form evidenced by
transaction tickets maintalned by the custodian with a copy provided to the City. Physical
possession of securities"by the City should be avoided; The investment held by the custodian
must be reconciled monthly to the City's general ledger. The Clty will carry investments at cost
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but will maintain a reoord of portfolio market value each month. However, investments are
recorded at fair value ln the annual flnancial statements in accordance with GASB Statement
#31,
Treasurv Management Servlces Master Agreemen!
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 agreement is scheduled to be in effect for the
duration of the contract with the City's maln depository.
lnvestment Transactiotl A+tthoritv
The Chief Financial Officer has designated the Treasury Manager as the individual responsible
for managing the City's investments. The Treasury Manager discusses lnvestments with
upcoming maturities with the Assistant Finance Director and the Chief Financial Officer if there
is a question as to new maturity target dates or type of investment vehicle to be used. Based on
these discussions, the Treasury Manager 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 limlts
established under the provisions of the City's contract with its main depository bank.
lnternal Gontrols
The City has established a number of internal controls to prevent loss of funds by fraud,
employee error, misrepresentation by third parties, or imprudent actions by employees of the
City, The internal controls are as follows:
lnvestment transactions authority is limited to speclfic persons within the Financo
Department,
Wre transfer of funds authority is restricted to specific individuals with specific
dollar limits withln the Finance Department, All non-repeat type wire transfers
requlre conflrmation authorization by a second lndividual spocifled in wire
authority documents executed with the City's main depository.
All investment transactions require the approval of the Treasury Manager in
consultation witr ihe Assistant FinanCe oirector oi Cniet rlnahCial Officer.
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4.A monthly report Is preparecl by the lnvestment Advisor and distributed to rn" O
Treasury Manager early ln the subsequent month for review. ln addition a
Financial Analyst in the Finance Department receives a copy of this report and
reconciles these investments with the city's general ledger on a monthly basls,
A Financial Analyst lll ln the Finance Department reconciles the city's general
depository account on a monthly basis by comparing the city's general ledger
with the applicable bank account statements, The reconciliation of the general
depository account would reveal any difference in investment transaction
recording and the actual movement of funds.
Each month, the Financial Analyst lll and the Treasury Manager reconciles
investments reflected in the custodial statements with the City's records.
Each year both internal auditors and the City's external auditors review existing
intemal controls as well as investment transactions by examining data on a
random basis.
lnvestment Advisor
The City engages the services of an investment advisor with regard to the management of its
investment program. lnvestment Advisors shall be registered with the Securities Exchange
Commission under the lnvestment Advisors Act of 1940. Advisors shall be selected using the
City's authorized purchasing procedures for selection of professional seryices and shall be
subject to the provisions of this lnvestment Policy. Under no circumstances shall the advisor
take custody of dhy City funds or s6curities.
lnvestment Reportins
As discussed previously, the Finance Department maintains several types of information and
reports on investments. The records relating to investments are as follows:
1. lnvestment Transaction Report - A recording/approval form for each investment
transaction, regarding both active and matured investments. This form also
inAiiates itt UiOJ oOtaineA' wnere ippitcabta.
5.
7.
L.
M.
10
2,
3.
4.
5,
lnvestment bid sheet, where applicable, for eaoh investment.
lnvestmont Monthly Staternent - a document listing, in chronological maturity
order, pertinent information on each investment.
lnvestment monthly statement is roconciled with the City's general ledger.
Annual summary of average investment returns (which are included in the
monthly lnvestments Statements) which is subjected to external audit for
roasonableness of average stated yield for the fiscal year.
o.
N. RecordkeepinqandPerformancgllleasurernen!
Comprehensive records of each investment transaction are maintained in the Finance
Department. These reoords include bid sheets whore applicable, investmont transactlon
reports, investment bank advices, the monthly investment statements, and a quarterly
compilation of total returns for the preceding fiscal quarter by City fund type (e.9., General Fund,
Capital Projects, Enterprise, lnternal Service). Annually, the Clty's external auditors revlew the
calculation of investment yields prepared by the Finance Department for comparison to indices
and comparative data maintained by the oxternal auditors, They then determine the
reasonableness of the average yield calculated by the Finance Department. lf no problem is
indicated, the Finance Department then compares its average annual yield to yields of
surrounding local governments when such information becomes available.
While yield is not the primary concern of the City's investment manager, lt should be noted that
the City has consistently enjoyed an average yield competitive with other major local
governmental entities while assuming lower risk.
Pension lnv,estments
The City does not manage the cash or investments of the City's two pension systems. Each pension
system has elected or appointed members to its pension Board of Trustees who exeroise 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
investrnents for pension systems and the City does not actively participate in this process.
11
l. (
II
P. Bond Fu.nds
Notwlthstanding anything to the contrary contained in City Code Chapter 18A or these lnvestment
guidelines the provlslons pertalnlng to investment of monies under all ordinances, resolutlons, truet
lndentures and agreements adopted or entered lnto by the City in connection wtth bonde leeued by the
Clty or other dept lncurred by the City wlll control and supersede the provlelons herein contalned with
rcspec{ to the investment of euch monles.
12
)
)
)
a Retirement Plan Actuarial Valuation Report as of October 1.U
20L6
GRS s;l,rJ*:fr.lTll}, & companv
CITY OF MIAMI BEACH EMPLOYEES'RETIREMENT PLAII
ACTUARIAL VALUATION REPORT AS OF OCTOBER 1,2016
ANNUAL EMPLOYER CONTRIBUTION FOR THE FTSCAL YEAR ENDING SEPTEMBER 30, 2OI8
o
o
o
GRS
Retirement
Consulting P:954.527.1616 ] F: 954.525.0083 ] www.grsconsulting.com
May 1.2017
Board of Trustees
City of Miami Beach Employees'
Retirement Plan
MiamiBeach, Florida
Dear Board Members:
The results of the October 1,2016 Actuarial Valuation of the City of Miami Beach Employees'Retirement
Plan are presented in this repoft.
The computed contribution rate shown on page I may be considered as a minimum contribution rate that
complies with the Board's funding policy. Users of this report should be aware that contributions made at that
rate do not guarantee benefit security. Given the impoftance of benefit security to any retirement system, we
suggest that contributions to the System in excess ofthose presented in this report be considered.
The contribution rate in this report is determined using the actuarial assumptions and methods disclosed in
Section B of this report. This report includes risk metrics in Section A but does not include a more robust
assessment of the risks of future experience not meeting the actuarialassumptions. Additional assessment of
risks was outside the scope of this assignment. We encourage a review and assessment of investment and
other significant risks that may have a material effect on the Plan's financial condition.
This report was prepared at the request of the Board and is intended for use by the Retirement System and
those designated or approved by the Board. This report may be provided to parties other than the System
only in its entirety and only with the permission of the Board. GRS is not responsible for unauthorized use of
this report.
The purpose of the valuation is to measure the System's funding progress. to determine the employer
contribution rate forthe fiscal year ending September 30,2018, and to determine the actuarial information
for Governmental Accounting Standards Board (CASB) No. 67 for fiscal year ending September 30, 2016.
This report also includes estimated GASB No. 67 information for the fiscal year ending September 30,2017.
This report should not be relied on for any purpose other than the purpose described above. Determinations
of financial results associated with the benefits described in this report, for purposes other than those
identified above may be significantly different.
The findings in this report are based on data or other information through September 30, 2016. Future
actuarial measurements may differ significantly from the current measurements presented in this report due
to such factors as the following: plan experience differing frorn that anticipated by the economic or
demographic assumptions; changes in economic or demographic assumptions; 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 ptan's funded status): and
changes in plan provisions or applicable law. The scope of an actuarial valuation does not include an
analysis of the range of such future measurements.
This valuation assumed the continuing ability of the plan sponsor to make the contributions necessary to fund
this plan. A determination regarding whether or not the plan sponsor is actually able to do so is outside our
scope of expertise and was not performed.
The valuation was based upon information furnished by the Plan Administrator concerning Retirement Plan
benefits, financial transactions, plan provisions and active members, terminated members, retirees and
beneficiaries. We checked for internal and year-to-year consistency, but did not otherwise audit the data.
We are not responsible for the accuracy or completeness of the information provided by the Plan
Administrator.
In additiolt, this report was prepared using certain assumptions prescribed by the Board and prescribed by the
Florida Statues as described in the section of this report entitled Actuarial Assumptions and Cost Method.
The prescribed assumptions are the assumed mortality rates detailed in the Actuarial Assumptions and Cost
Method section in accordance with Florida House Bill 1309 (codified in Chapter 2015-257).
This report has been prepared by actuaries who have substantial experience valuing public employee
retirement systems. To the best of our knowledge the information contained in this report is accurate and
fairly presents the actuarial position of the City of Miami Beach Employees' Retirement Plan as of 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.
Melissa R. Moskovitz and Jeffrey Amrose 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
herein.
The signing actuaries are independent ofthe plan sponsor.
This actuarial valuation and/or cost determination was prepared and completed by us or under our direct
supervision, and we acknowledge responsibility for the results. To the best of our knowledge, the results are
complete and accurate. In our opinion, the techniques and assumptions used are reasonable, meet the
requirements and intent of Part VII, Chapter I 12, Florida Statutes, and are based on generally accepted actuarial
principles and practices. There is no benefit or expense to be provided by the plan and/or paid from the plan's
assets for which liabilities or current costs have not been established or otherwise taken into account in the
valuation. All known events or trends which may require a material increase in plan costs or required
contribution rates have been taken into account in the valuation.
Gabriel, Roeder, Smith & Company will be pleased to review this valuation report with the Board of Trustees
and to answer any questions pertaining to the valuation.
Respectfu lly submitted,
GABRIEL. ROEDER. SMITH ANDCOMPANY
€,t8::rrru'
Melissa R. Moskovita MAAA, FCA
Enrolled Actuary No. l7-06467 Actuary No. l7-06599
Section
A
B
TABLE OF CONTENTS
Title
Discussion of Valuation Results
Valuation Results
Pension Fund lnformation
1. Statement of Plan Assets at Market Value
2. Reconciliation of Plan Assets
3. Reconciliation of DROP Accounts
4. Actuarial Value of Assets
5. Investment Rate of Return
Financial Accounting Information
l. FASBNo.35
2. GASB No.67
Miscellaneous lnformation
Reconciliation of Membership Data
Age and Service Distribution
Inactive Member Distribution
Summary of Plan Provisions
Page
I
36
37
7
8
9
l0ll
t4
l5
l8
t9
22
28
3l
32
JJ
34
35
9.
10.
I l.
Participant Data
Annual Required Contribution
Actuarial Value of Benefits and Assets
Calculation of Normal Cost
Liquidation of the Unfunded Accrued Liability
Actuarial Gains and Losses
History of lnvestment Retums and Salary Increases
Actual Compared to Expected Decrements among
Active Employees
History of Contributions
Actuarial Assumptions and Cost Method
Glossary of Terms
C
D
E
l.
2.
J.
43
44
45
46
GRS
SECTIONA
DISCUSSION OF VALUATION RESULTS
GRS
DISCUSSION OF VALUATION RESULTS
Comparison of Required Emplover Contributions
A comparison of the required employer contribution developed in this and the last actuarial
valuation is shown below.
Required CiW Contribution
% of Non-DROP % of Total
For FYE 9130118 Based
on 1011116 Valuation $
For FYE 9130117 Based
on 10/1/15 Valuation $
lncrease (Decrease)
Amount
31,892,485
29,358,098
2,534,387
Payroll
41.41 %
40.85 %
0.s6
Payroll
37.35 %
36.48 % $
0.87
Non-DROP
Covered Payroll
$ 77,013,213
7 1,863, I 50
5,150,063
Total
Covered Payroll
s 85,395,344
s 80,473,472
4,921,972
The contribution has been adjusted for interest on the basis that the employer contribution is made
in a single payment on the first day of the fiscal year. The actual employer contribution for the year ending
September 30,2016 was $27,783,852. The minimum required contribution was$.27,783,852.
Revisions in Benefits
There have been no revisions in benefits since the last valuation.
Revisions in Actuarial Assumptions and Methods
The investment retum assumption was lowered from 7.70Yo to 7.65Yo. This rate will be lowered to
7.60% effective October 1,2017,to7.50Y0 effective October 1,2018, andto7.40%o effective October 1,2019.
Additionally, the mortality assumption was changed from the RP-2000 Combined Healthy Participant
Mortality Table for males and females with mortality improvements projected to the year 2010 using Scale
AA to the mortality assumption used by the Florida Retirement System (FRS) for Regular Class members in
the actuarial valuation as of July 1,2016. The current FRS mortality tables for healthy lives are the RP-2000
Combined Healthy Participant Mortality Table (for pre-retirement mortality) and the RP-2000 Mortality Table
for Annuitants (for post-retirement mortality), with mortality improvements projected to all future years after
GRS
2
2000 using Scale BB. For males, the base mortality rates include a 50Yo blue collar adjustment and a 50o/o
white collar adjustment. For females, the base mortality rates include a 100%o white collar adjustment. This
change was made in compliance with Florida House Bill 1309, which requires all public pension plans in
Florida to use the same mortality tables used in either of the last two actuarial valuations reports of FRS no
later than October 1,2016.
These changes have increased the required employer contribution by approximately $5.32 million, or
6.90% of non-DROP payroll.
Actuarial Experience
There was a net actuarial gain of $13,413,330 for the year which means actual experience was more
favorable than expected. The actuarial gains were primarily due to greater than expected recogrrized retum on
investments and lower than expected average salary increases. The return on the Actuarial Value of Assets was
9.6oh and the retum on the Market Value of Assets was 10.8%. Actual average salary increases were 4.502
versus 5.802 assumed. The actuarial gain translates into a decrease in the employer contribution equal to 1.50%o
of non-DROP payroll.
Funded Ratio
The funded ratio this year is 68.8% compared to 69.9%o last year. The funded ratio was 73.3% before
the changes in assumptions. The funded ratio is equal to the actuarial value of assets divided by the actuarial
accrued (past service) liability.
Analvsis of Chanse in Emplover Contribution
The components of change in the required employer contribution as a percent of non-DROP payroll are as
follows:
Contribution rate last year
Change in assumptions/methods
Payment on unfunded liability
Change in employer normal cost rate
Experience gain/loss
Change in administrative expense
Contribution rate this year
40.85 %
6.90
(4.02)
(0.76)
(1.s0)
(0.06)
41.41 %
Variability of Future Contribution Rates
It is important to keep in mind that under the asset smoothing method, the difference between actual
and expected return is recognized over five years. As of September 30,2016 the actuarial value of assets
GRS
3
exceeded the market value by $2,572,689. Once all the gains and losses through September 30,2016 are fully
recognized in the actuarial asset values, the contribution will increase by roughly $221,000 or 0.30/o of non-
DROP payroll unless there are further gains or losses.
If we were not using an asset smoothing method, the City contribution rate would have been 41.70%
and the funded ratio would have been 68.5%.
Proiections of Required Contributions and Funded Ratio
The following three pages show the estimated City contributions and funded ratios over the next ten
years, and a projection of the unfunded accrued liability and amortization payments over the next thirly years.
The projections are based on these assumptions:
o A 7 .65Yo return for 2017 , a 7 .60% return for 2018, a 7 .50% retum for 2019, and 7 .40% for each year
thereafter
o Use of the same Mortality Tables from the most recent actuarial valuation for regular class employees
of the Florida Retirement System starting with the October 1,2016 valuation
o Cash flow remains constant
r No future gains or losses other than the recognition of prior investment experience
o 3o/opayroll growth
The projections reflect the expiration of amortization bases. For example, for the 2032 valuation, the
amortization payments will decrease by approximately $1.9 million.
Conclusion
It is important to note that system assets are insufficient to cover the liabilities for inactive members. As
of October l, 2076, the assets are $540.9 million and the liability for current inactive members is $57 4.2 million.
Additionally, the funded ratio has dropped from over 100% in 2000 to the current level of 68.8%. Some steps
have been taken to address these issues, such as strengthening the actuarial assumptions and lowering the
investment return rate. Given the low funded ratio, it is advisable to consider further steps, such as a shortening
of the amortization period and further strengthening of the actuarial assumptions. Any of these steps would
result in higher contributions in the short-term for the City. For each additional $5 million contributed, the
funded ratio will increase by 0.63%.
The remainder of this Report includes detailed actuarial valuation results, financial information,
miscellaneous information and statistics, and a summary of plan provisions.
GRS
l0-Year Projection of Actuarially Determined Contribution (ADC)
Total ADC
Current Assumotions
Fiscal Year
Ending 9/30
2018
2019
2020
2021
2022
2023
2024
202s
2026
2027
2028
Dollar
Amount
(thousands)
$ 31,892
32,272
33,501
35,004
34,792
34,812
34,824
34,827
34,878
34,913
34,955
% of Payroll
41.41 %
40.68
41.00
41.59
40.14
38.99
37.87
36.77
35.75
34.75
33.77
Assumptions
7.650% investment return assumption as of
I 0/ I /20 1 6 ; further lowered to 7.60%
effective I 0/ I /2 0 I 7, 7. 5 0% effe ct ive I 0 / I /2 0 I 8,
and 710% effective l0/1/2019
Beginning 10/l/2016, use of the same mortality
tables from the most recent actuarial valuation
for regular class employees of the Florida
Retirement System
No gains or losses other than recognition
of prior investment experience
Constant cashJlow
3.0% payroll growth
GRS
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GRS
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GRS
SECTIONB
VALUATION RESI]LTS
GRS
PARTICIPANTDATA
October 1,2016 October 1.2015
ACTTVE MEMBERS
Number (Non-DROP)
Covered Annual Non-DROP Payroll
Average Annual Non-DROP Pay
Total Covered Annual Payroll
Average Total Annual Pay
Average fue (Non-DROP)
Average Past Service (Non-DROP)
Average Age at Hire (Non-DROP)
1,166
$ 77 ,013,213
$ 66,049
$ 85,395,344
$ 66,7 67
44.1
8.8
35.3
1,092
$ 71,863,150
$ 66,417
$ 80,473,472
$ 67,286
44.5
9.4
35.1
DROP PARTICIPANTS
Number
Annual Benefits
Average Annual Benefit
Average Age
ll3
$ 5,039,059
$ 44,593
60.5
ll4
s 5,353,331
$ 46,959
59.7
RETIREES & BENEFICIARIES
Number
Annual Benefits
Average Annual Benefit
Average Age
1,002
$ 39,163,308
$ 39,085
7t.l
1,009
$ 37,s80,912
s 37,283
7t.5
DISABILITYRETIREES
Number
Annual Benefits
Average Annual Benefit
Average Age
35
$ 1,062,697
$ 30,363
65.0
38
$ 1,065,905
$ 28,0s0
65.9
TERMINATED VESTED MEMBERS
Number
Annual Benefits
Average Annual Benefit
Average Age
94
2,230,273
23,726
46.1
93
2,156,080
23,184
46.2
o
o
GRS
o
o
o
ACTUARIALLY DETERMINED CONTRIBUTION (ADC)
A
B.
C.
D.
Valuation Date
ADC to Be Paid During
Fiscal Year Ending
Assumed Date of Employer Contrib.
Annual Payment to Amortize
Unfunded Actuarial Liabi lity
Employer Normal Cost
ADC if Paid on the Valu,ation
Date: D+E
ADC Adjusted for Frequency of
Pa)T nents
ADC as % of Co'rered Payroll
- Non-DROP Payoll
- Total Payroll
Expected Covered Payrol I
- Non-DROP Payroll
- Total Payroll
E.
F.
G.
H.
I.
October 1,2016
Afer Assumption
Changes
9t30t2018
101112017
21,689,894
7,936,195
29,626,089
31,892,485
41.41 %
37.35 %
77,013,213
8s,39s,344
October 1,2016
Before Assumption
Changes
913012018
101112017
17,920,897
6,755,849
24,676,746
26,576,8ss
34.51 %
31.12 %
77 ,013,2r3
8s,39s,344
October l, 201 5
9130t2017
101U2016
20,412,968
6,846,176
2'7,259,144
29,358,098
40.85
36.48
71,863, r 50
80,473,472
%
%
o
GRS
ACTUARIAL VALUE OF BENEFIS AND ASSETS
B.
Valuation Date
Actuarial Present Value of All Projected
Benefits for
1. Active Members
a. Service Retirement Benefits
b. Vesting Benefits
c. Disability Benefits
d. Preretirement Death Benefits
e. Return of Member Contributions
f. Total
2. Inactive Members
a. Service Retirees & Beneficiaries
b. Disability Retirees
c. Terminated Vested Members
d. Total
3. Total for All Members
Actuarial Accrued (Past Service)
Liability (urder Entry Age Normal)
Actuarial Value of Accumulated Plan
Benefits per FASB No. 35
Plan Assets
l. Market Value
2. Actuarial Value
Unfunded Actuarial Accrued Liability: C-82
Actuarial Present Value of Proj ecled
Covered Payroll
Actuarial Present Value of Proj ected
Member Contributions
Accumulated Contributions of Active
Members
C.
D.
F.
I.
October I,2016
Afer Assumption
Changes
294,484,206
34,460,868
7,458,979
4,278,278
1.412.196
342,094,527
540,366,386
11,436J86
22,429,055
574,231,827
916,326,354
7 89,615,932
'7 53,725 ,131
540,87 6,019
543,448,708
246,167,224
100,324,351
65,194,917
65,031,761
October 1,2016
Before Assumption
Changes
$ 273,637,402
32,501,310
8,245,029
3,992,041
1,420,280
319,796,062
504,796,798
I I ,947 ,917
21,368,770
538,1 13,485
857,909,547
7 41 ,611 ,868
709,169,736
s40,876,019
543,448,708
I 98,1 63,1 60
698,358,199
65,025,012
65 ,031 ,7 61
October 1,2015
$ 264,473,207
32,404,992
7,949,372
3,942,728
1,199,957
309,959,156
492,014,187
1 1 ,939,346
20,178,548
524,132,081
834,091,237
722,488,097
687,192,884
496,718,840
504,716,897
217,771,190
644,113,265
60,281,042
62,289,667
o
o
GRS
o
l0
o
o
o
CALCULATION OF EMPLOYER NORMAL COST
A. Valuation Date
B. Normal Cost for
l. Service Retirement Benefits
2. Vesting Benefits
3. Disability Benefits
4. Preretirement Death Benefits
5. Return of Member Contributions
6. Total for Future Benefits
7 . Assumed Amount for Administrative
Expenses
8. Total Normal Cost
o/o of Covered Payroll
- Non-DROP Payroll
- Total Payroll
C. Expected Member Contribution
o/o of Covered Payroll
- Non-DROP Payroll
- Total Payroll
D. Employer Normal Cost: B8-C
o/o of Covered Payroll
- Non-DROP Payroll
- Total Payroll
October 1,2016
Afier Assumption
Changes
11,422,669
2,368,049
560,392
280,045
269,697
14,900,842
691,896
1s,592,738
20.25
18.26
7,656,543
9.94
8.97
7,936,195
10.30 %
9.29 %
%
%
%
%
October 1,2016
Before Assumption
Changes
10,343,991
2,211,962
623,282
269,393
27 \,868
13,720,496
691,896
14,412,392
18.7 r
r 6.88
7,656,543
9.94
8.97
6,7 55,949
8.77
7 .91
o//o
%
%
oA
%
o//o
October 1,2015
10,051,669
2,152,958
601,312
270,12'l
251,517
13,327,577
687,567
14,015,144
19.50
17.42
168,968
9.98
8.91
o//o
%
%
%
6,846,176
9.53 %
8.51 %
GRS
ll
LIQTIIDATION OF THE UNFUNDED ACTUARIAL ACCRUED LIABILITY
,4. Derivation of the Current UAAL
l. Last Year's UAAL
2. Employer Normal Cost for Contribution Year
3. Last Year's Contributions
4. Interest at the Assumed Rate on:
a- I and 2 for one year
b. 3 from dates paid
c. a-b
5. This Year's Expected UAAL Prior to Revision:
l+2-3+4c
6. Change in UAAL Due to Plan Amendments
and/or Changes in Actuarial Assumptions
7. This Year's Expected UAAL After Revisions: 5 + 6
8. This Year's Actual UAAL After Revisions
9. This Year's Gain (Loss): 7 - 8
10. Gain (Loss) Due to Investments
I l. Gain (Loss) Due to Other Causes
217 ,771,190
6,462,514
27,783,852
17,265,995
2,139,357
| 5,126,638
2t | ,57 6,490
48,004,064
259,580,554
246,167,224
13,413,330
9,947,457
3,465,973
GRS
12
B. UAAL Amortiation Period and
Amortization
Period
(Years)
10/U02
10/U03
101U04
t0/t/05
t0/U06
10lt/06
101y07
10il/07
10/ I /08
10/ I /08
t0l1l09
t0/1109
t0lt 109
t0ilt09
t0/1t10
lot1/10
l0l1/t 1
10/1111
t0tlt12
1011112
10/t/12
1011112
10/1/13
10/1/13
10lt 114
10/t /14
10/t lt5
l0l1ll5
t0l1/16
t0/l/t6
(Gain) Loss
(Gain) Loss
(Gain) Loss
(Gain) Loss and Assum. Change*
(Gain) Loss
(Gain) Loss
(Gain) Loss
Assum. and Method Change**
(Gain) Loss
Assum. Change
(Cain) Loss
Assum. Change
Assum. Change
Plan Change
(Gain) Loss
Assum. Change
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
29
30
30
30
30
30
30
$ 24,017,296
t6,972,622
9,682,048
9,377,578
I I ,796,972
34,747,408
(r4,036,7r0
(12,t43,7 s4
29,844,325
8,228,994
28,291,986
8,97 s,372
(7,968,884
(6,161,412
I 5,123,488
8,061 ,91 5
22,163,141
l ,65 8,668
869,791
23,8s9,099
r 0,160,600
(s,160,03 5
(3,3 s8,e6 r
( I,053,97s
(3,236,333
10,779,808
(664,4t7)
1t,414,118
( r 3,41 3,330)
48,004,064
266,831,482
24
25
25
25
26
26
26
27
27
28
28
29
29
30
30
20
21
21
22
22
$ l 8,698,952
14,867,012
8,3 80,95 7
7,963,466
10,116,01r
29,796,230
(t2,262,4s9)
( r 0,608,77s)
27,'779,631
7 ,659,693
26,371,807
8,366,212
(7,428,035)
(s,7 43,238)
14,s72,s08
'7,768,201
21,435,642
1,604,222
831,496
22,894,406
9,749,7'77
(4,951,400)
(3,219,866
(1,010,332
(3,150,722
10,494,653
(6s s,l 9 r
t t,255,632
(r3,4r3,330
48,004,064
246,167,224
s I ,91 8,730
1,478,873
8l 0,652
750,998
932,326
2,746,122
(1,106,79'.7)
(9s7,s37)
2,460,138
678,335
2,295,305
728,164
(646,s0e)
(499,8'70)
1,248,397
66s,486
1 ,809,91 5
135,452
70,207
1,907,s79
812,359
(412,ss4)
(26s,033)
(83,r 62)
(2s6,4s7)
854,226
(s2,78s)
906,797
( 1 ,070,460)
3,830,997
21,689,894
s 1,924,052
I,483,186
813,t 28
7 s3,391
935,417
2,755,225
(1,1 r 0,602
(960,829
2,468,889
680,748
2,303,733
730,838
(648,883
(s0 1,706
1,253,119
668,003
1,816,953
135,979
70,480
l,9l5,t9l
8 1 s,600
(414,20t
(266,1t7
(83,502
(257,s30
857,799
(s3,0 r 0
910,672
(1 ,07 s,126
N/A
17,920,897
*
**
Loss of 7,060,04 I plus assumption change of 2,317 ,537 .
Assumption change of 5,3 I 1,398 plus method change of (11 ,455,152).
Charge Base established to reflect excess contribution for fiscal year ending 9l30l11that was included in assets. This base
is established as of 10lll12.
GRS
l3
C. Amortization Schedule
The UAAL is being liquidated as a level dollar amount over the number of years remaining in the
amortization period. The expected amortization schedule is as follows:
Amortization Schedule
Year Expected UAAL
2016
2017
201 8
2019
2020
2021
2026
2031
2036
2041
2046
$ 246,167,224
241,649,845
236,786,887
231,551,913
225,916,463
2lg,g4g,g02
I 91,903,652
126,801,204
64,316,27 4
18,348,955
GRS
t4
ACTUARIAL GAINS AND LOSSES
The assumptions used to anticipate mortality, employment tumover, investment income, expenses,
salary increases, and other factors have been based on long range trends and expectations. Actual
experience can vary from these expectations. The variance is measured by the gain and loss for the period
involved. Ifsignificant long term experience reveals consistent deviation from what has been expected and
that deviation is expected to continue, the assumptions should be modified.
Net actuarial gains in previous years are as follows:
Year Ended Gain (Loss)
913011990
9l30tr99t
9t30t1992
9t30t1993
9130t1994
9130tr995
9t30t1996
9t30n997
91301t998
913011999
913012000
913012001
913012002
9130t2003
9130t2004
9t30t2005
9130t2006
9t30t2007
913012008
913012009
9t30t2010
9l30l20tt
913012012
913012013
913012014
913012015
913012016
(9,106,524)
2,727,904
4,954,823
5,370,894
( 1,696,061)
6,66 I ,91 8
7,568,621
13,539,264
6,894,790
I 6,1 68,1 3 7
6,540,306
(6,572,191)
(32,586,068)
( 18,414,901)
(9,682,048)
(7,060,041)
(11,796,971)
14,036,710
(29,844,325)
(28,291,986)
( 15,123,488)
(22,163,141)
(23,859,099)
3,3 58,961
3,236,333
664,417
13,413,330
GRS
l5
HISTORY OF IIYVESTMENT RETURNS AND SALARY INCREASES
The fund eamings and salary increase assumptions have considerable impact on the cost of the Plan so
it is important that they are consistent with the actual experience. The following table shows the actual fund
eamings and salary increase rates compared to the assumed rates for the last several years:
* Approximate rate
** Represents salary increases and investment retum for the total group
Note: Figures before 1992 were taken from Reports of Buck Consultants.
The actual investment retum rates shown above are based on the actuarial value ofassets. The actual
salary increase rates shown above are the increases received by those active members who were included in
the actuarial valuation both at the beginning and the end of each period. The exhibits that follow illustrate
the table above in graphic form.
Year Ending
General Plan Unclassified Plan
Investment Return Salary Increases Investment Return Salary ncreases
Actual Assumed Actual Assumed Actual Assumed Actual Assumed
913011989
9t30n990
9/30n99r
9t30/1992
9130/1993
9t30/1994
9/30/1995
913011996
9t30/1997
9t30t1998
9130t1999
9t30t2000
9/3012001
9/30t2002
9t30t2003
9t30/2004
9130/2005
9t3012006
913012007 **
913012008 +*
9130/2009 **
913012010 **
9l30l20tt **
913012012 **
9/3012013 **
913012014 **
9/3012015 **
913012016 *'i
Averages
I 1.6
7.3
8.1
t3.7
I t.4
6.8
11.4
r 5.3
I 3.8
t2.5
14.4
10.7
7.2
0.3
4.3
4.1
4.4
7.7
12.0
5.2
l.l
5.0
1.1
2.1
7.4
V.
9.9
7.7
9.6
8.0 %
8.0
8.5
8.s
8.5
8.5
8.5
8.5
8.5
8.5
8.5
8.5
8.5
8.5
8.5
8.5
8.5
8.5
8.5
8.75
8.65
8.s0
8.3 5
8.25
8.15
8.00
8.00
7.85
7.70
Vo 1.9
7.5
3.0
2.0
3.1
3.9
8.8
4.2
6.0
5.0
l-5
6.7
9.3
8.9
8.1
3.1
4.7
I 1.9
(3.6)
I 1.3
4.8
2.5
0.8
1;7
2.3
3.6
6.0
4.5
4.9
o/o
%
6.0 o/o
6.0
6.0
6.0
6.0
6.0
6.0
6.0
6.0
6.0
6.0
6.0
6.0
6.0
6.0
6.0
6.0
6.0
6.0
6.0
6.0
6.0
6.8
5.7
5.6
5.6
5;7
5.8
14.6
(2.3)
21.6
5.8
14.1
4.8
24.1
13.9
l9.l
4.3
18.8
16.5
9.7
1.7
4.6
9.7
10.7
10.2
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
I 1.0
oa
%
8.0 %
8.0
8.5
9.0
9.0
9.0
9.0
9.0
9.0
9.0
9.0
9.0
9.0
9.0
9.0
9.0
9.0
8.75
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
3.2 %
t2.3
3.4
2.4
6.3
6.0
7.6
8.6
7.4
4.1
7.1
6.7
7.0
9.2
7.5
5.7
6.8
7.9
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
6.6 %
6.0 %
6.0
6.0
6.0
6.0
6.0
6.0
6.0
6.0
6.0
6.0
6.0
6.0
6.0
6.0
6.0
6.0
6.0
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
GRS
l6
History of Investment Return Based
on Actuarial Value of Assets - General Plan
and Combined Plan after 2006
History of Salary Increases - General Plan
and Combined Plan after 2006
20%
t5%
t0%
5%
0%
-5%
-10%
2U/o
15Yo
10%
5%
0%
-50io
-10o/o
Plan Year End
----a- Actual +A$med
o,er$trrtr0d{'rf"a"rpt"F""f
"a.rr""N"rSr\9rerN""S"Ntr$"N.N+""N't"\}"r9p"c$"rr"
2V/o
t6%
12Yo
8%
4o/o
00
-4Yo
-BYo
20%
l6%
12%
8%
4%
0Yo
-4%
-8%
rr \-.-.,.:\ r \ ..--
)I
"s."strer*"e"S"F"rst"at"S"erf,trstr$d0"rs"N"rS"st"$ratN"N""tt"*"S"N,"rr$rrr"
+ Aclual +Asumed
Plan Year End Compared to Previous Year
GRS
History of Investment Return Based on
Actuarial Value of Assets - Unclassified PIan
30%
2s%
20%
t5%
l0o/o
5o/o
0o/o
-5o/o
30%
25%
20%
ts%
10%
5%
0%
-5%
,rtq +tt ,r* +* +f "r* "rtr
,gt ,r4 +t. $tt ,r"" ,r$ ,re ,rS ,r$ ,$ $"'
PlanYear End
+Aduel *Asrumd
t7
o
o
o
History of Salary Increases - Unclassified Plan
20%
16%
l2%
8%
4o/o
0%
-4%
-8%
20%
16%
t2%
8o/o
4%
0%
-4Yo
-8%
tt.t te tS tt* tS rt+ tttr t9" rt$ rtt. rttt $.t rt$ tte rt$ $$ $S rt""
Plan Year End Compared to Previous Year
+Adual +Assud
GRS
l8
Actual (A) Compared to Expected (E) Decrements
Among Active Employees
Year
Ended
Number
Added
During
Year
Service &
DROP
Retiremenl
Disability
Retirement Death
Terminations
Active
Members
End ofVested Other Totals
A E A E A E A E A A A E Year
9t30/2003
9130t2004
9130t200s
913012006
913012007
9130t2008
9/3012009
913012010
9130t2011
913012012
913012013
9t30t2014
913012015
9t30t2016
9t30t20t7
l4 Yr Totals **
109
65
t5
357
149
182
78
35
37
60
52
I 13
180
186
1676
46
54
62
75
106
85
29
72
82
83
87
I 16
109
102
I 108
20
24
l6
40
40
29
55
3r
27
41
37
62
49
38
509
40
3t
43
40
86
92
123
114
38
46
45
4t
30
25
27
800
0
2
2
0
2
I
2
0
J
2
2
0
0
I
t7
J
J
J
J
,
J
J
J
I
I
I
I
I
I
I
30
2
I
2
I
I
I
I
I
3
1
l8
I
I
I
I
2
2
2
2
2
2
2
2
I
I
2
22
t5
l8
23
21
17
24
12
r0
9
l6
2l
34
2l
22
263
9
9
19
13
46
30
t2
30
40
23
26
t9
38
40
354
24
27
42
34
63
54
24
40
49
39
47
53
59
62
617
JJ
35
5l
3t
49
6l
64
69
43
39
38
)t
42
48
55
632
714
725
736
1018
1061
I 158
tt54
tttT
r072
1049
1014
101 I
1082
I 166
* Includes 40la transfers** Totals are through current Plan Year only
GRS
l9
RECENT HISTORY OF REQUIRED AI\D ACTUAL CONTRIBUTIONS
Valuation
Date
End of
Year To
Which
Valuation
Annlies
Required Employer
Contribution
Actual Employer
Contribution Expected Employee Contribution
oh of
Amount Pawoll I Amount
oh of
Amount Pawoll
t0lU92
t0nl93
t0t1t94
t0lU95
r0t1t96
t0nt97
10fit98
10fit99
I 0/l /00
l0/l/01
t0nl02
t0nt03
t0l1l04
10/l/0s
t0nt06
10fit07
l0/l/08
t0nt09
t0nn0
t0nnl
t0l1lt2
t0nfi3
t0lUt4
tOll]15
t0lyt6
Average % of
Payroll
9130194
9130195
9t30t96
9t30t97
9130198
9t30199
9t30t00
9t30t0t
9t30t02
9t30t03
9130104
9t30t05
9t30t06
9t30t07
9130108
9t30t09
9t30n0
9l30ltt
9t30lt2
9t30lt3
9l30lt4
9t30ns
9t30n6
9t30tr7
9130118
3,004,556
2,909,509
4,151,807
3,982,477
3,091,359
1,293,920
666,897
13.59
t3.32
t8.92
t6.97
12.29
4.99
2.66
2,476,702
5,082,595
5,500,329
12,234,519
13,91 1,545
12,863,823
17,137,394
14,47 4,678
17,583,191
21,222,051
25,602,030
26,31',7,983
27,783,852
29,358,098
31,892,485
8.1 6
14.7 4
15.89
23.11
24.24
21.57
25.20
20.65
25.54
31.99
39.36
41.43
43.33
40.85
41.41
20.01
3,004,556
2,809,509
4,1 5 I ,907
3,982,477
3,091,359
1,293920
666,897
2,47 6,702
5,082,595
5,500,329
13,053,231
13,91 1,545
12,863,823
17,137,394
14,474,678
17,583,191
21,222,051
25,602,030
26,456,580
27,',l83,852
NA
NA
**
2,210,760
2,109,411
2,194,453
2,346,131
2,514,836
2,593,998
2,507,033
2,541,861
2,5 88,940
2,766,409
3,035,064
3,449,963
3,461,920
4,550,013
4,901,855
4,997,739
5,627 ,519
7,146,837
6,995,77 4
6,613,338
6,504,355
6,363,367
6,399,516
7,168,968
'7,656,543
10.00
10.00
10.00
10.00
10.00
r0.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00* 8.59
8.s4
8.36
8.27
10.20
10.16
9.97
*** 10.00
10.02
9.98
9.98
9.94
9.76
* From February 28,2006 Actuarial Impact Statement.
** Reflects use of $1,271,123 prepaid contribution
*** From September 6,2013 Actuarial Impact Statement.
(') Non-DROP Papoll
GRS
20
o
o
o
Recent History of Required and Actual Employer Contributions
,nE
6l
\n
o
F
$35,000
$30,000
$25,000
$20,000
$15,000
$10,000
$5 000
$0
"f, ,Srf F"Srer$"i'$rr$+sr.s+$+sr$+$+srrsrt"r$,$$r$r$r$tr$rt.
Flscal Year End
lRequired Cotributio lActul Contribulim
GRS
21
*e- c,-o--aLO^<9!68'
? 5 si-
-oo\
\9.laa a6'ACC \9"?\cn cln-:v1 - cl aq")q-nFrF s€s3sil3:I9 =r:Hil S3Hk3vv _vvvv
0.^
Ev
6)
oU
--o\-- <t+c.rn+ oo\o+n oo\*+n 66oci6
-mO\OoO 6-O@+ ciO\-Oic'l n$\OO+ Ocor|--
-hc.tcio\ ca\otf o\o \o--oo$ r)hNo\o\ o\o-Nc\l
$$-ooO\ O0OO.$O 0OO.OOC.l O\F-$\O.i \Or,m6oO\+\O$ci r--@rO!n oO-ooo.\co Oor\<.$n ol-\O#-OO\$-O. O+OO\Oci +\O\OcO\O OOOOcOO rt-OOOO
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(!aeE-
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lr
cln\cq oeq9o9\ n-vlocn Q-n\\ qclqc.}oq
O\r-rt--c'.tt'- Ont'-$O <f -oOO\\O OF-+O\O 0OO\cl.moOo\o\o\oo - o o\o\oor-oo 0or.rr=r,-\o \o\o\or-\o
Ji rT-
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E-E-A-
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- ol\ \O - $ c.) r) or\ t-- r, ci O C.l a.l ct\ a.l $ \O rl O\ O\ a- O\ \O a.l\o- cl -- \o- \o- rI "-i q c\ oo^ \ dI dI dI v} o" @- oo" $" to" n^ q a a cl
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4)
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GRS
22
ACTUARIAL ASSUMPTIONS AND COST METHOD
Both the economic and decrement assumptions were established following the Experience Study Report
as of October 1, 2010. The investment return and salary increase assumptions have been adjusted in
accordance with subsequent analyses. The covered group is too small to provide statistically sigrificant
experience on which to base the mortality assumption. Mortality is based on a commonly used mortality
table and projection scale.
Valuation Methods
Actusrisl Cost Method - Normal cost and the allocation of benefit values between service rendered before and
after the valuation date were determined using an Individual Entry-Age Actuarial Cost Method having the
following characteristics :
(i) the annual normal cost for each individual active member, payable fiom the date of employment
to the date of retirement, is sufficient to accumulate the value of the member's benefit at the time
of retirement;
(ii) each annual normal cost is a constant percentage of the member's year by year projected covered
pay.
Actuarial gains/(losses), as they occur, reduce (increase) the Unfunded Actuarial Accrued Liability.
Financing of Unfunded Actusrial Accrued Liqbilities - Unfunded Actuarial Accrued Liabilities (full funding
credit if assets exceed liabilities) were amortized by level (principal & interest combined) dollar contributions
over a reasonable period of future years.
Actuuriul Value of Assers - The Actuarial Value of Assets phase in the difference between the expected
actuarial value and actual market value of assets at the rate of 20Yo per year. The Actuarial Value of Assets
will be further adjusted to the extent necessary to fall within the corridor whose lower limit is 80% of the
Market Value of plan assets and whose upper limit is 120% of the Market Value of plan assets. During periods
when investment performance exceeds the assumed rate, Actuarial Value of Assets will tend to be less than
Market Value. During periods when investment performance is less than assumed rate, Actuarial Value of
Assets will tend to be greater than Market Value.
Valuation Assumptions
The actuurial assumptions used in the valuation are shown in this Section.
Economic Assumptions
The investment return rale assumed in the valuation is 7.650/o per year, compounded annually (net after
investment expenses). The reduction in the assumed investment retum rate from 8.00% to 7.40o/o is being
phased-in over a six-year period starting October 1,2014.
The InJlotion Rate assumed in this valuation is 3% per year. The Inflation Rate is defined to be the long-
term rate ofannual increases in goods and services.
The assumed real rute of return over inflation is defined to be the portion of total investment return that
is more than the assumed inflation rate. Considering other economic assumptions, the 7 .650/o investment
return rate translates to an assumed real rate of return over wage inflation of 4.650/o.
GRS
z3
Rates of salary increases used are in accordance with the following table. This assumption is used to project a
member's current salary to the salaries upon which benefits will be based.
7o Increase in Salary
Yean of
Service
Merit and
Seniority
Base Total
(Economic) Increase
1
2
J
4
5
6
7
8
9
l0
11
12
l3
t4
l5
16
t7
l8
t9
20
2l+
4.0%
3.9%
3.8%
3.7%
3.6%
3.5%
3.0%
2.9%
2.8%
2.7%
2.6%
2.5%
2.4%
2.3%
2.2%
2.1%
2.0%
1.9%
1.8%
1.7%
1.50A
3.0%
3.0%
3.0%
3.0%
3.0%
3.0%
3.0%
3.0%
3.0%
3.0%
3.0%
3.0%
3.0%
3.0%
3.0%
3.0%
3.0%
3.0%
3.0%
3.0%
3.0%
7.0%
6.9%
6.8%
6.7%
6.6%
6.5%
6.0%
5.9%
5.8%
5.7%
s.6%
5.5%
5.4%
s.3%
5.2%
5.loA
5.0%
4.9%
4.8%
4.7%
4.s%
Demographic Assumptions
The mortality toble for healthy lives is the RP-2000 Combined Healthy Participant Mortality Table (for
pre-retirement mortality) and the RP-2000 Mortality Table for Annuitants (for post-retirement mortality),
with mortality improvements projected to all future years after 2000 using Scale BB. For males, the base
mortality rates include a 50o/o blue collar adjustment and a 50Yo white collar adjustment. For females, the
base mortality rates include a l00oh white collar adjustment. These are the same rates used for Regular
Class members of the Florida Retirement System (FRS) in their Actuarial Valuation as of July 1,2016, as
mandated by Florida House Bill 1309.
GRS
24
FRS Healthy Post-Retirement Moftality for Regular Class Members
Sample Probability of Future Life
Attained Dying Next Year Expectancy (yean)
Aees (in 2016) Men Women Men Women
50
55
60
65
70
75
80
0.55 %
0.60
0.77
l. l6
1.81
3.01
5.10
0.23 %
0.32
0.48
0.75
1.25
2.12
3.55
34.55 38.2t
29.92 33.19
25.25 28.29
20.73 23.56
16.49 19.10
12.64 1s.04
9.33 11.43
This assumption is used to measure the probabilities of each benefit payment being made after retirement.
FRS Healthy Pre-Retirement Mortality for Regular Class Members
Sample Probability of Future Life
Expectancy (years)Attained Dying Next Year
Aees (in 2016) Men Women Men Women
50
55
60
65
70
75
80
0.21 %
0.36
0.62
1.10
l.8l
3.01
5. l0
0.15 %
0.24
0.40
0.71
1.25
2.12
3.55
3s.47 38.s6
30.35 33.42
25.42 28.40
20.77 23.58
16.49 r 9.10
12.64 15.04
9.33 11.43
This assumption is used to measure the probabilities of active members dying prior to retirement (25% of
deaths are assumed to be service-connected).
For disabled lives, the RP-2000 Motality Table for Disabled Annuitants was used, with a two year set
forward for females and a four year setback for males, with no provision being made for future mortality
improvements. These are the same rates used for Regular Class members of the Florida Retirement
System (FRS) in their Actuarial Valuation as of July 1,2016, as mandated by Florida House Bill 1309.
FRS Disabled Mortality for Regular Class Members
Sample
Attained
Ases (in 2016)
Probability of Future Life
Dying Next Year Expectancy (years)
Men Women Men Women
50
55
60
65
70
75
80
2.38 %
3.03
3.67
4.35
5.22
6.s8
8.70
1.35 %
1.87
2.41
3.13
4.29
5.95
8.23
20.25 23.74
t7.78 20.46
15.55 17.43
t3.44 14.58
I 1.39 l 1.96
9.43 9.6s
7.65 7.66
GRS
The rates of retiremen used to measure the probability of eligible
shown in the table below.
25
members retiring during the next year ire
Normal Retirement Rates
Yean of Service Ase
Assumed Rate of
Retirement
5-9
r0-14
l5-19
20-24
25-29
50-54
55-59
60-64
65-69
70+
50-54
55-59
60-64
65-69
70+
50-54
55-59
60-64
65-69
70+
50-54
55-59
60-64
65-69
70+
50-54
55-59
60-64
65-69
70+
50-54
55-59
60-64
6s-69
70+
5.0 %
5.0
10.0
20.0
100.0
5.0
5.0
10.0
10.0
100.0
15.0
15.0
20.0
25.0
100.0
25.0
25.0
3s.0
50.0
100.0
70.0
40.0
50.0
s0.0
100.0
100.0
100.0
100.0
100.0
100.0
for early retirement.
30+
The rate of retirement is 5%o for each year of eligibility
GRS
26
Rates of separation from active membership were as shown below (rates do not apply to members eligible to
retire and do not include separation on account of death or disability). This assumption measures the
probabilities of members remaining in employment.
Sample Yean of % of Active Members
Aqes Senice Separatins Within Next Year
ALL 0
I
2
J
4
5 & Over
9.80 %
7.70
6.20
5.00
4.00
7.00
6.64
6.16
s.28
4.20
3.44
2.84
2.60
20
25
30
35
40
45
50
55
Rates of disability among active members are shown in the table below (50% of disabilities are assumed to be
service connected).
Sample 7o Becoming Disabled
Ases Within Next Year
0.03 %
0.03
0.05
0.07
0.1 I
0.17
0.23
0.37
0.56
25
30
35
40
45
50
55
60
65
Changes Since Previous Vslustion
The investment retum assumption was lowered from 7.70Yo to 7.65%o. This rate will be lowered to 7.60%o
effective October 1,2017,to7.50%o effective October 1,2018, andto7.40yo effective October 1,2019. The
mortality assumption was changed from the RP-2000 Combined Healthy Participant Mortality Table for males
and females with mortality improvements projected after 2000 to the year 2010 using Scale AA to the same
mortality rates used for Regular Class members of the Florida Retirement System (FRS) in their Actuarial
Valuation as of July 1,2016.
GRS
27
Administrutive & Investmenl
Expenses
BeneJit Service
Decrement Operation
Decrement Timing
Eligibility Testing
Forfeitures
I nci de nce of Co nt ri b uti o ns
Marriage Assumption
Normal Form of BeneJit
Pay Increose Timing
Cost of Living Increuse
Msximum Benelits
Miscellaneous and Technical Assumptions
The investment retum assumption is intended to be the retum net of
investment expenses. Annual administrative expenses are assumed to be
the average of non-investment related expenses averaged over the last two
years. Assumed administrative expenses are added to the Normal Cost.
Service rounded to the nearest month is used to determine the amount of
benefit payable.
Disability and mortality decrements operate during retirement eligibility.
Decrements of all types are assumed to occur at the beginning of the year.
Eligibility for benefits is determined based upon the age nearest birthday
and service nearest whole year on the date the decrement is assumed to
occur.
For vested separations from service, it is assumed that 0o/o of members
separating will withdraw their contributions and forfeit an employer
financed benefit. It was further assumed that the liability at termination is
the greater of the vested deferred benefit (if any) or the member's
accumulated contributions.
Employer contributions are assumed to be made in full on the first day of
the fiscal year. Member contributions are assumed to be received
continuously throughout the year based upon the computed percent of
payroll shown in this report, and the actual payroll payable at the time
contributions are made.
85% of males and 85% of females are assumed to be married for purposes
of death-in-service benefits. Male spouses are assumed to be three years
older than female spouses for active member valuation purposes.
50% joint and survivor annuity; life annuity for members hired after
September 30,2010.
Middle of fiscal year. This is equivalent to assuming that reported pays
represent amounts paid to members during the year ended on the valuation
date.
2.5o/o per year for Tier A and Tier B members; l.5oh per year for Tier C
members. Increases are assumed to begin 4 years after retirement. This
assumption reflects the COLA delay for DROP members.
Benefits calculated for valuation purposes are limited to the maximum
allowable benefits under Section 415 of the Internal Revenue Code.
GRS
28
Actuarial Accrued Liability
(AAL)
Actuarial Assumplions
Actuarial Cosl Method
Actuariil Equivulent
Actuorial Present Value
@Pn
Actuorial Present Value of
Future BeneJits (APVFB)
Actuuriul Valuation
Actuarial Value of Assets
GLOSSARY
The difference between the Actuarial Present Value of Future Benefits,
and the Actuarial Present Value of Future Normal Costs.
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.
A procedure for allocating the Actuarial Present Value of Future Benefits
between the Actuarial Present Value of Future Normal Costs and the
Actuarial Accrued Liability.
Of equal Actuarial Present Value, determined as of a given date and based
on a given set of Actuarial Assumptions.
The amount of funds required to provide a payment or series of payments
in the future. It is determined by discounting the future payments with an
assumed interest rate and with the assumed probability each payment will
be made.
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, nonretired 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 plus investment earnings would provide sufficient assets
to pay all projected benefits and expenses when due.
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.
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
determined contribution (ADC).
GRS
Amortization Method
Amortizotion Payment
Amortization Period
Actutriolly Determined
Contribution (ADC)
C losed Amortization Period
Employer Normal Cost
Equivalent Single
Amortization Period
Experience Gain/Loss
29
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.
That portion of the plan contribution or ADC which is designed to pay
interest on and to amortize the Unfunded Actuarial Accrued Liability.
The period used in calculating the Amortization Payment.
The employer's periodic required contributions, expressed as a dollar
amount or a percentage of covered plan compensation. The ADC
consists of the Employer Normal Cost and Amortization Payment.
A specific number ofyears 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 ofone year,28 years at the
end oftwo years, etc.
The portion of the Normal Cost to be paid by the employer. This is
equal to the Normal Cost less expected member contributions.
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.
A measure ofthe 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 eam 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. On the other hand, losses are the result of
unfavorable experience, i.e., actual results that produce Unfunded
Actuarial Accrued Liabilities which are larger than projected.
GRS
Funded Ratio
GASB
GASB No. 67 snd
GASB No.68
Normul Cost
Open Amortization Period
Unfunded Actuuriul Accrued
Liability
Valuation Dote
30
The ratio of the Actuarial Value of Assets to the Actuarial Accrued
Liability.
Governmental Accounting Standards Board.
These are the govemmental accounting standards that set the accounting
rules for public retirement systems and the employers that sponsor or
contribute to them. Statement No. 68 sets the accounting rules for the
employers that sponsor or contribute to public retirement systems, while
Statement No. 67 sets the rules for the systems themselves.
The annual cost assigned, under the Actuarial Cost Method, to the current
plan year.
An open amortization period is one which is used to determine the
Amortization Payment but which does not change over time. In other
words, if the initial period is set as 30 years, the same 3O-year period is
used in determining the Amortization Period each year. In 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.
The difference between the Actuarial Accrued Liability and Actuarial
Value of Assets.
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.
GRS
SECTIONC
PENSION FI]ND INT'ORMA'TION
GRS
3l
STATEMENT OF PLAN ASSETS AT MARI(ET VALUE
September 30
Item 2016 2015
A.
B.
C.
Cash and Cash Equir,ralents (Operating Cash)
Receir,rables
l. MemberContributions
2. Employer Contributions
3. Investment Income and Other Receivables
4. Total Receivables
lnvestments
l. Short Term lnvestments
2. Domestic Equities
3. InternationalEquities
4. Domestic Fixed Income*
5. lnternational Fixed Income
6. Real Estate
7. Private Equity
8. ICMAAccor,nt (for DROP)**
9. Total lnvestments
Liabilities
l. Benefits
2. Prepaid Employer Contribution
3. Expenses
4. Other
5. Total Liabilities
Allocation of Investments
1. Short Term Investments
2. Domestic Equities
3. lnternational Equities
4. Domestic Fixed Income*
5. International Fixed Income
6. Real Estate
7 . Pri"rate Equity
8. ICMAAccor.urt (for DROP)
9. Total lnvestments
3,133,15;
$ 3,133,151
$ 1,416,967
224,113,565
88,174,289
162,270,704
61,908,042
14,125,g1;
$ 552,009,484
$-
( 140,699)
68,249
$ 68,249
$ 4,526,360
206,778,561
73,795,023
1s4,832,630
56,866,879
10,g65,6g;
$ 507,665,146
$-
( r 48,862)
E.
F.
( 140,699)( r 48,862)
Total Market Value of Assets Available for Benefits $ 555,001,936 $ 507,584,533
Reserves
l. DROP Accounts** $ (14,125,917) $ (10,865,693)
2. Total Reserves $ (14,125,917) $ (10,865,693)
Market Value Net of Reserves and Adjustments $ 540,876,0 l9 $ 496,7 I 8,840G.
H.
0.26%
40.59%
1s.97%
29.40Yo
0.00%
11.22%
0.00%
2.56Yo
0.89%
40.73%
14.54%
30.50%
0.00%
11.20%
0.00%
2.14o/o
r 00.00%100.00%
* The breakdown of this amount between domestic and international fixed income was not provided.
** Includes outstanding loan balances.
GRS
32
RECONCILIATION OF PLAN ASSETS
September 30
2016 2015
A
B.
Market Value of Assets at Beginning of Year
Revenues and Expenditures
l. Contributions
a. Employee Contributions (lncluding Buybacks)
b. EmployerContributions
c. Other
d. Total
2. Investment Income
a. Interest, Dividends, and Other Income
b. Net Realized and Unrealized Gains/(Losses)*
c. Investment Expenses
d. Net Investment Income
3. Benefits andRefunds
a. Refunds
b. Regular Monthly Benefits
c. DROP Disbursements
d. Total
4. Administrative and Miscellaneous Expenses
Market Value of Assets at End of Year
Reserves
1 DROP Accounts**
2. Total Reserves
Market Value Net of Reserves and Adjustments
$ 507,584,533 s 516,387,785
$ 7,341,533
27,783,852
$ 7,3 10,1 83
26,456,580_
$ 3 5,1 25,3 85
$ 5,489,593
5 1 ,5 89,093
(1,259,781)
$ 55,818,905
$ (948,535)
(3 8,746,83s)
(3,154,008)
$ (42,849,378)
$ (677,s09)
$ 555,001 ,936
$ 33,766,763
$ 5,433,273
(9,806,5 78)
(675,1 0 I )
$ (5,048,406)
$ (941 ,310)
(34,001,557)
(1,872,459)
$ (36,815,326)
$ (706,283)
$ 507,584,533C.
D.
E.
*
$ (r4,t25,917) $ ( 10,865,693 )
$ (14,r2s,917) $ (10,865,693)
$ 540,876,019 $ 496,718,840
We were not provided with the breakdown of this amount between realized gains/(losses) and unrealized
gains/(losses).
** Includes outstanding loan balances.
GRS
55
Reconciliation of DROP Accounts
Value at Beginning of Year
Payments Credited to Accounts
Investment Earnings Credited to Accounts
Withdrawals from Accounts*
Value at End of Year
*Reflects change in outstanding loan balance.
$ 10,865,693
5,923,221
491,01I
(3, I 54,008)
14,125,917
GRS
34
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^\o\o\ot=(naio\!or-ooO\o\o\o\r) NN$N-O 0Oo.o.\on" \o- ,.1 rI \o- q \ \o- "1 \ nt\ <f,a.I -$tr)oO NO,OOs r--oor-N$ r- -c)q qo-o-q1q v}
o. r-\o*F-$ci Nn\O$rn-Sr)\o$rnrn
,^\o\o\oaiOO\OOcir-r\o\o\o\cO O\talO,O,O, rll--@oOq vl j" \o- v} \o" oo- o- \c q vl
a{-l-c!r)\O 0Ot-O-@ OOO\OOO\O+ O\ I Ooo rn-or)ootr- o\.ioi6"ii+ rj
rn\otrr)
al
6l
o\
al
6
N
r-
N
\o
(.1
in
6l
(.)
q)
q)
oU)
I()
CE
(h
Friaa
fr
tiD
11
rI
FU
fri
Fzri=a
0r
rlri
ri
GRS
35
INVESTMENT RATE OF RETURN
Year Ended
General Plan **Unclassified Plan
Market Value Actuarial
Value Market Value Actuarial
Value
9/30189
9130190
9t30t9t
9130192
9t30t93
9t30t94
9t30t9s
9130196
9t30t97
9t30/98
9t30t99
9t30t00
9/30101
9t30t02
9t30t03
9130t04
9130105
9130106
9t30t07
9130108
9t30t09
9130110
9t30lt1
9t30n2
9130113
9130114
9l30lt5
9l30lt6
Average Returns:
Last 5 Years
Last l0 Years
All Years
NA
NA
NA
12.2
14.6
1.4
20.0
9.8
23.0
8.4
l3.t
10.8
(7 .4)
(5.e)
17.4
tt.4
12.8
7.4
I 5.3
( I 3.6)
(0.8)
I 1.3
(0.e)
20.5
13.0
11.1
(l 0)
10.8
10.7
6.1
8.2
%
;*
%
%
o//o
r r.6
7.3
8.r
13.7
t1.4
6.8
tt.4
l 5.3
l 3.8
12.5
14.4
10.7
7.2
0.3
4.3
4.1
4.4
11
12.0
5.2
1.1
5.0
l.t
2.1
7.4
9.9
7.7
9.6
o//o
7.3 %
6.t %
8.0 %
14.6
(2.3)
21.6
5.8
14.6
5.3
25.9
22.7
35.2
(0.3)
t 9.t
l t.5
(8.1)
(e.8)
16.9
13.0
1 3.8
7.5
NA
NA
NA
NA
NA
NA
NA
o//o
,k
NA
NA
NA
NA
NA
10.9
o//o
o//o
%
14.6 %
(2.3)
21.6
5.8
14.1
4.8
24.1
13.9
19.1
4.3
18.8
16.5
9.7
1.7
4.6
9.7
10.7
10.2 *
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA%
NA%
11.0 %
* Note: Effective 10/1106, the former General and Unclassified Plans were merged and assets were
combined. Investment retums after this date are for the total group,
** Combined Plan after 2006
GRS
SECTION I)
FINANCIAL ACCOTINTING INT'ORMATION
GRS
36
o
o
FASB NO.35INFORMATION
A
B.
Valuation Date
Actuarial Present Value of Accumulated
Plan Benefits
l. Vested Benefits
a. Members Currently Receiving Payments
b. Terminated Vested Members
c. Other Members
d. Total
2. Non-Vested Benefits
3. Total Actuarial Present Value of Accumulated
PlanBenefits: ld+2
4. Accumulated Contributions of Active Members
Changes in the Actuarial Present Value of
Accumulated Plan Benefi ts
I . Total Value at Beginning of Year
2. Increase (Decrease) Duringthe Period
Attributable to:
a. Plan Amendment
b. Change in Actuarial Assumptions
c. Latest Member Dat4 Benefits Accumulated
and Decrease in the Discount Period
d. Benefits Paid (Net Basis)
e. Net Increase
3. Total Value at End of Period
Market Value of Assets
E. Actuarial Assumptions - See page entitled
Actuarial Assumptions and Methods
C.
D.
October I,2016
551,802,772
22,429,055
163,88s,691
738,117,518
15,607,613
7 53,725,131
65,031 ,7 6l
687,192,884
0
44,555,395
67,595,443
(45,61 8,591 )
66,532,247
7 53,725,131
s40,876,019
October I , 2015
503,953,533
20,178,548
150,097,415
674,229,496
12,963,388
687,192,884
62,289,667
651,159,799
0
10,881 ,608
65,289,298
(40,137,821)
36,033,085
687,192,884
496,718,840
o
GRS
3',1
SCHEDULE OF CHANGES IN THE EMPLOYER'S
NET PENSION LIABILITY AND RELATED RATIOS
GASB Statement No.67
Fiscal year ending September 30,
Total Pension Liability
Service Cost
Interest
Benefit Changes
Difference between actual & expected experience
Assumption Changes
Benefit Payments
Reftrnds
Other (Change in Receirable from Excess Benefit Plan)
Net Change in Total Pension Liability
Total Pension Liability - Beginning
Total Pension Liability - Ending (a)
Plan Fiduciary Net Position
Contributions - Employer
Contributions - Non-Employer Contributing Entity
Contributions - Member (includes buybacks)
Net lnrrcstment lncome
Benefit Payments
Reftrnds
Admini strative Expense
Other
Net Change in Plan Fiduciary Net Position
Plan Fiduciary Net Position - Beginning
Plan Fiduciary Net Position - Ending (b)
Net Pension Liability - Ending (a) - (b)
Plan Fiduciary Net Position as a Percentage
of Total Pension Liability
Covered Payroll
Net Pension Liability as a Percentage
ofCovered Payroll
2017*20r420152016
s 13,720,496 $
57,7 s6,124
(4,242,2s7)
52,573,947
(46,318,905)
(316,499)
12,906,81 I $
56,164,518
(2,2r0,692)
1 1 ,67 6,037
(41,900,843)
(948,535)
11,795,41I $
53,832,182
(1,277 ,929)
5,603,144
11,026,357
(35,874,016)
(94 r ,3 l0)
311,076
12,306,795
5l,809,378
(278,3s7)
(37,50r,;oo)
(1,143,866)
311,077
73,172,906
7 59,67 6"7 42
35,687,296
723,989,446
44,474,915 25,503,627
679,514,531 654,010,904
$ 832,849,648 $ 759,676,742 $ 723,989,446 $ 679,514,531
$ 29,358,098 $
7,656,543
43,186,136
(46,3 r 8,90s)
(316,499)
(6e r ,8e6)
27 ,783,852 $
7 ,341,s33
55,818,905
(41,900,843)
(948,53s)
(677,s09)
26,456,580
7,310,183
(s,048,406)
(35,874,016)
(941,310)
(706,283)
$ 25,602,030
7,373,407
51,773,646
(37,501,400)
( 1,143,866)
(668,8s 1)
o
32,873,477
555,001,936
47,417,403
507,584,533
(8,803,2s2) 4s,434,966
516,387,785 470,952,819
$ 587,875,413 $ 555,001,936 $ s07,584,533 $ 516,387 ,785
244,97 4,235
70.59 %
$ 77,013,213 $
318.09 o/o
204,674,806 216,404,913 163,126,746
73.06 % 70.11% 75.99 o/o
71,863,150$82,359,302S76,362,960
284.81 % 262.76 % 213.62 %
Note: Covered Payroll for the fiscal year ending September 30, 2016 was estimated using the expected
pensionable payroll from the October l, 2015 Actuarial Valuation.
* These figures are estimates only. Actual figures will be provided after the end of the fiscal
year.
GRS
38
SCHEDULE OF THE EMPLOYER'S NET PENSION LIABILITY
GASB Statement No. 67
Total Plan Net Position Net Pension Liability
FY Ending Pension Plan Net Net Pension as a o/o of Total Cor,ered as a o/o of Covered
September 30, Liability Position Liability Pension Liability Payroll Payroll
2014 $679,514,531 $516,387,785 $163,126,746 75.99yo $76,362,960 213.62%
20t5 723,989,446 507,584,533 216,404,913 70.11% 82,359,302 262.76%
2016 759,676,742 555,001,936 204,674,806 73.06% 71,863,150 284.81%
2017* 832,849,648 587,875,413 244,974,235 70.59% 77,0t3,2t3 318.09%
Note: Covered Payroll for the fiscal year ending September 30,2016 was estimated using the expected
pensionable payroll from the October 1,2015 Actuarial Valuation.
* These figures are estimates only. Actual figures will be provided after the end of the fiscal
year.
GRS
39
NOTES TO SCHEDULE OF THE EMPLOYER'S NET PENSION LIABILITY
GASB Statement No. 67
Methods and Assumptions Used to Determine Net Pension Liability:
Entry Age Normal
3.0%
4.5o/o to 7.0o/o depending on service, including inflation
7.6s%
Experience-based table of rates that are specific to the type of eligibility
condition
The healthy post-retirement mortality table is the RP-2000 Mortality Table
for annuitants with future improvements in mortalily projected to all future
years using Scale BB. For females, the base mortality rates include a
100% white collar adjustment. For males, the base mortality rates include
a 50o/o blue collar adjustment and a 50Yo white collar adjustment. The pre-
retirement mortality table is the RP-2000 Combined Healthy Participant
Mortality Table with the same white and blue collar adjustments and the
same mortality improvement projection scales. For disabled retirees, the
mortality table is the RP-2000 Mortality Table for disabled annuitants, set-
back 4 years for males and set-forward 2 years for females, with no
provision made for future mortality improvements. These are the same
rates used for Regular Class members of the Florida Retirement System
(FRS) in their Actuarial Valuation as of July 1,2016.
Valuation Date:
Measurement Date:
Actuarial Cost Method
Inflation
Salary Increases
Investment Rate of Return
Retirement Age
Mortality
Other Information:
Notes
October 1,2016
September 30,2017
See Discussion of Valuation Results on page 1.
GRS
40
SCHEDULE OF CONTRIBUTIONS
GASB Statement No. 67
FYEnding
September 30,
2014
20ts
2016
2017*
Actuarially
Determined
Contribution
Actual
Contribution
Contribution
Deficiency
(Excess)
$-
(138,597)
Actual Contribution
Covered as a o/o of Covered
Payroll Payroll
$ 25,602,030
26,317,983
27,783,852
29,358,098
$ 25,602,030
26,456,580
27,783,852
29,358,098
$ 76,362,960
82,359,302
71,863,150
77,013,213
33.53%
32.72o/o
38.66%
38.12%
Note: Covered Payroll for the fiscal year ending September 30,2016 was estimated using the expected
pensionable payroll from the October 1,2015 Actuarial Valuation.
* These tigures are estimates only. Actual figures will be provided after the end of the fiscal
year.
GRS
4t
NOTES TO SCHEDULE OF CONTRIBUTIONS
GASB Statement No.67
Valuation Date:
Notes
October 1,2015
Actuarially determined contributions are calculated as of October l, which
is two years prior to the end of the fscal year in which contributions are
reported.
Methods and Assumptions Used to Determine Contribution Rates:
Actuarial Cost Method Entry Age Normal
Amortization Method Level Dollar, Closed
Remaining Amortization Period 30 years
Asset Valuation Method 5-year smoothed market
Inflation 3.0%
Salary Increases 4.5% to 7.0% depending on service, including inflation
Investment Rate of Return 7.70%
Retirement Age Experience-based table of rates that are specifrc to the type of eligibiliry
condition.
Mortality RP-2000 Combined Healthy Participant Mortality Table for males and
females with mortality improvements projected after 2000 to the year
2010 using Scale AA.
Other Information:
Notes See Discussion of Valuation Results in the October l, 2015 and the
October 1,2016 Actuarial Valuation Reports; effective as of October l,
2016 the investment return assumption was lowered from 7 .70o/o to 7 .65%
and the mortality assumption was changed to the same mortality rates used
for Regular Class members of the Florida Retirement System (FRS) in
their Actuarial Valuation as of July 1,2016.
GRS
42
SINGLE DISCOUNT RATE
GASB Statement No.67
A single discount rate of 7 .65% was used to measure the total pension liability. This single discount
rate was based on the expected rate of return on pension plan investments of 7.65%. The projection
of cash flows used to determine this single discount rate assumed that plan member contributions will
be made at the current contribution rate and that employer contributions will be made at rates equal
to the difference between the total actuarially determined contribution rates and the member rate.
Based on these assumptions, the pension plan's fiduciary net position was projected to be available to
make all projected future benefit payments of current plan members. Therefore, the long-term
expected rate of return on pension plan investments (7.650/o) was applied to all periods of projected
benefit payments to determine the total pension liability.
Regarding the sensitivity of the net pension liability to changes in the single discount rate, the
following presents the plan's net pension liability, calculated using a single discount rate of 7.65yo,
as well as what the plan's net pension liability would be if it were calculated using a single discount
rate that is 1-percentage-point lower or l-percentage-point higher:
Sensitivity of the Net Pension Liability to the Single Discount Rate Assumption*
17o Decrease
6.65'/.
Current Si ngle Discount
Rate Assumption
7.650h
I 7o Increase
8.650/"
346,737,611 $ 244,974,235 $
* These figures are estimates projected to September
provided after the end ofthe fiscal year.
160,'7 50,046
30, 2016. Actual figures will be
GRS
SECTION E
MISCELLAI\EOUS INFORMATION
GRS
43
o
o
RECONCILIATION OF MEMBERSHIP DATA
From 10/l/15
To 1011116
From 10/1/14
To 10/1/15
A. Active Members
l. Number Included in Last Valuation
2. NewMembers lncluded in Current Valuation
3. Employment Terminations
4. Service Retirements
5. DROP Retirements
6. Disability Retirements
7. Deaths
8. Other - DataAdjustments
9. Number Included in This Valuation
l,082
186
(62)
(13)
(2s)
(l)
(l)
0
1,166
l,0l I
140
(se)
(8)
(41)
0
(l)
40
1,082
B. Terminated Vested Members
l. Number Included in Last Valuation
2. Additions from Active Members
3. Lump Sum Pal,rnents/Refund of Contributions
4. Palments Commenced
5. Deaths
6. Other - Data Adjustments
7. Number Included in This Valuation
93
22
( l0)
( l0)
0
(l)
94
88
21
(e)
(7)
0
0
93
C.DROP Plan Members
l. Number Included in Last Valuation
2. Additions from Active Members
3. Retirements
4. Deaths
5. Other
6. Number lncluded in This Valuation
tt4
25
(24)
(2)
0
I 13
93
4t
(20)
0
0
114
D. Service Retirees, Disability Retirees and Beneficiaries
l. Number Included in Last Valuation
2. Additions from Active Members
3. Additions from Terminated Vested Members
4. Additions from DROP Plan
5. Deaths Resulting in No Further Payments
6. Deaths Resulting in New Survivor Benefits
7. End of Certain Period - No Further Payments
8. Other - Data Adjustments
9. Number Included in This Valuation
1,046
t4
l0
26
(s8)
0
0
(l)
1,037
1,066
8
7
20
(44)
0
0
(l l)
1,046
o
GRS
44
l5-19
Total Pay
Avg Pay
2G24
Total Pay
Avg Pay
2s-29
Total Pay
Avg Pay
3G34
Total Pay
Avg Pay
35-39
Total Pay
Avg Pay
4044
Total Pay
Avg Pay
4549
Total Pay
Avg Pay
50-54
Total Pay
Avg Pay
55-59
Total Pay
Avg Pay
@4
Total Pay
Avg Pay
65-99
Total Pay
Avg Pay
ACTIVE MEMBERS ON OCTOBER I,2016
Years ofSerrice
248 t4t %
15,767,870 t0,243,487 7,307,782
63,580 72,U9 77,742
Totals
I
38,584
38,584
l6
712,983
44,561
107
s,214,691
48,735
t58
8,493,634
53,757
134
7,848,264
58,569
155
9,778,873
63,090
177
12,368,678
69,880
217
t6,255,681
74,911
ll6
8,048,346
69,382
52
3,914,n9
1< 111
33
2,156,t52
65,338
2 1,166
t42,075 74,830,005
71,038 9,177
Total No.
Total Pay
Avg Pay
484 185
29,373,2t6 t0,627,071
60.688 5',1.444
t2
1,368,504
lt4.042
5-9 10-14 t5-t9 20-24 25-29 30 &
96 45 17
5,300,s75 2,332,889 860,170
55,214 51,842 50,598
5132456
3,004,425 t,661,277 2,7%,8U 385,760
58,910 51,915 62,t5t &,293
47 30
2,834,781 t,702,137
ffi,314 56,738
52 26
3,445,102 t,6t4,8@
6,252 62,10
53 20
4,078,834 1,481,023
76,9s9 74,051
44 28
2,720,387 2,072,19
61,827 74,0M
44 3l
2,969,44t 2,359,682
67,487 76,n9
49 46
3,227,834 3,505,948
65,874 76.216
2821t42
1,680,697 1,323,t29 1,165,556 333,631
60,025 63,006 83,254 166.816
88
541,901 637,635
67,738 79,7U
t4
54,948 22t,t62
54.948 55.291
GRS
45
INACTTVE MEMBERS ON OCTOBER 1,2016
Terminated Vested Disabled
Retirees, Benefi ciaries &
DROP Grand Total
Aee No.
Annual
Benefits
Annual
Benefits
Annual
Benefits
Annual
Benefits No.No.No
Under 45
45-49
50-54
55-59
60-64
65-69
70-7 4
7 5-79
80-84
8s-89
90&Up
35 $ 539,379
25 648,385
33 l,0l 8,837
| 23,672
0-
0-
0-
0-
0-
0-
0-
0$
2 46,696
s r 20,298
I 287,144
5 140,172
4 127,733
5 223,24s
I 47 ,716
2 27,182
2 31,034
I 1t,477
4 20,388
4 94,123
64 3,506,304
158 7 ,387 ,007
179 7,809,266
203 9,418,082
147 5,860,277
I 13 3,677,616
I l0 3,296,604
8l 2,094,342
52 r,038,3s8
39 S 559,767
31 789,204
102 4,645,439
167 7,697,823
184 7,949,438
207 9,545,815
152 6,083,522
114 3,725,332
112 3,323,786
83 2,125,376
53 1,049,835
Total 94 S 2,230,273 35 $1,062,697 1.115 $ 44,202367 1,244 S 47,495337
GRS
SECTIONF
SI,MMARY OF PLAI\ PROVISIONS
GRS
46
SUMMARY OF PLAN PROVISIONS
Effective Date
September 30, 2010 under Ordinance No. 2010-3693 and Ordinance No. 2010-3706. Most
recent amendments were Ordinance No. 2015-3946 effective June 10, 2015 and Ordinance
No. 2014-3864 effective May 21,2014.
Elieibilitv
Each general employee who works
on his date of employment
Creditable Service
more than 30 hours per week is eligible for membership
Service credited under the predecessor system plus service after such date with respect to
which member contributions are made.
Tiers of Emnloyees
Tier C - All members hired on or after September 30, 2010 (October 27 ,2010 for members of
cwA)
Tier B - Members of AFSCME hired on or after April 30, 1993; members classified as GSA
or "Other" hired on or after August l, 1993; members of CWA hired on or after February 21,
1994; and Unclassified members hired on or after October 18,1992.
Tier A - All other members
Earnings
For Tier B and C members, base pay including longevity, but excluding overtime, shift
differential or extra compensation allowances. For Tier A members, actual salary or wages
received. Earnings do not include lump sum payments of unused sick or vacation time.
Overtime pay for Classified Tier A members is limited to l0o/o of regular pay.
Final Averaee Monthlv Earninss (FAME)
One-twelfth of average annual Eamings during the two highest paid years of Creditable
Service, not less than the average monthly earnings for the 12 months as of March 8, 2006 for
Unclassified Tier A members
Effective September 30, 2010 averaging period is five years except for members who are less
than five years away from normal retirement eligibility. Members who are eligible for normal
retirement within two years or less as of September 30, 2010 will have average eamings of
two years. Members who are eligible for normal retirement in within three years as of
September 30, 2010 will have average eamings of three years. Members who are eligible for
normal retirement within four years as of September 30, 2010 will have average earnings of
four years.
GRS
47
Normal Retirement
Eligibility
Benefit
Delaved Retirement
Eligibility
Benefit
Form of Benefit 50% joint and survivor annuity payable only to the spouse or, if no
spouse, to the surviving children until age 21; other options are also
available. Spouse's benefits cease upon remarriage.
Life annuity for Tier C members
COLA 2.50/o for Tier A and Tier B members; 1.5o/o for Tier C members
Earlv Retirement
Eligibility Tier B members of the General Plan whose total of age plus service is
75, not earlier than age 50
Tier C members whose total of age plus service is 75, not earlier than
age 55
Benefit Accrued pension actuarially reduced for number of years by which
Early Retirement Date precedes Normal Retirement Date.
Form of Benefit 50% joint and survivor annuity payable only to the spouse or, if no
spouse, to the surviving children until age 2l; other options are also
available. Spouse's benefits cease upon remarriage.
Life annuity for Tier C members
COLA 2.5o/o for Tier A and Tier B members; l.5o/o for Tier C members
Age 50 and five years of Creditable Service for those in Tier A
Age 55 and five years of Creditable Service for those in Tier B
Age 55 with 30 years of service or age 62 with 5 years of service for
those in Tier C
3%o of FAME multiplied years of Creditable Service with the total not
to exceed 80% of FAME. There is a 90o/o cap for certain Tier A
members.
2.5oh of FANIE multiplied years of Creditable Service with the total not
to exceed 80% of FAME for Tier C members.
Any time after the Normal Retirement Date.
Calculated in the same manner as the Normal Retirement Benefit but
using the FAME and Creditable Service as of the actual retirement date.
GRS
Form ofBenefit
COLA
Disabilitv Benefits
Eligibility
Benefit
Form ofBenefit
48
50% joint and survivor annuity payable only to the spouse or, if no
spouse, to the surviving children until age 21; other options are also
available. Spouse's benefits cease upon remarriage.
Life annuity for Tier C members
2.5o/o for Tier A and Tier B members; l.SYo for Tier C members
A total and permanent disability which renders a member incapacitated
for the further performance of duty. Five years of Creditable Service is
also required unless the disability is service-connected.
Ordinary Disability: Accrued retirement benefit, without reduction,
withaminimum of 35o/o ofFAME.
Service-Connected Disability: Accrued retirement benefit without
reduction, with a minimum of 65Yo of FAME; 75% of FAME minimum
for General Tier A members.
Such amounts are reduced by workers' compensation benefits and, in
certain cases, eamed income will be considered in offsetting the benefit.
The period of disability shall be included in Creditable Service for
purposes of computing normal retirement benefits when a disability
retiree reaches normal retirement age.
50% joint and survivor annuity payable only to the spouse or, if no
spouse, to the surviving children until age 21; other options are also
available. Spouse's benefits cease upon remarriage.
Life annuity for Tier C members
2.5oh for Tier A and Tier B members; l.5Yo for Tier C membersCOLA
Preretirement Death Benefits
For a member who has at least three years of Creditable Service but who dies before
commencement of retirement benefits, a monthly benefit is payable to the spouse or, if no
spouse, to the children until age 21. The benefit is equal to 500/o of the accrued normal
retirement benefit without reduction with the result being a minimum of 30% of FAME and a
maximum of 40% of FAME for General members.
Termination Benefits
Any member who terminates employment and does not request a refund of his own
contributions and has completed at least five years of Creditable Service will be eligible to
receive his accrued benefit upon reaching his normal retirement age.
GRS
49
Contributions
Tier A Members 12% of Earnings.
Tier B and Tier C
Members l0% of Earnings.
Employees who have reached the applicable benefit accrual cap
(90%o for General Tier A employees and 80% for all others) but
have not yet reached retirement age will continue to contribute to
the pension Plan, but only on the amount by which pay increases
after reaching the cap
From the City The amount necessary to fund the Plan properly according to the
Plan's actuary.
Deferred Retirement Option Plan (DROP)
Eligibility Members who are eligible for Normal Retirement
Benefit The member's Credited Service and AFC are frozen upon entry
into the DROP. The monthly retirement benefit as described under
Normal Retirement is calculated based upon the frozen Credited
Service and AFC.
Maximum
DROP Period 60 months
Interest
Credited The investment return is determined by the self-directed
investments.
Normal Form
ofBenefit Lump Sum
COLA None
Chanses Since Last Valuation
There have been no changes since the last valuation.
GRS
O Retirement Summarv Plan Description
CIry or Mr,lur BB,q,cH Eltploynns'
RnrrnB*ffixr Pr,,q,x
Suururany Plax Dnscnrptrox
Prepared 1Uday 2012
Tesrr on CoNTENTS
INrRopucrroN To Youn PI-aN ................1
GpNpnel INroRuerroNr Asour YouR PlaN ...............2
CONTRTSUTIONS TO THE PLAN
Et-rcrerI-rtv & Cnentrso SSRvICE .. .......7
CovpRpp Sar-aRv & FrNar- AvpRecp MoNTHLy EeRNINcS ......... l0
RETTREMENT Deres ............ I I
RETIREMENT BENEFITS..... ..........12
DrsasrLrrv RprtRpuENT ....
SuRvIvOn BENEFITS
Vpsrpo RsrrRpupNT BENEFIT ..... ...... 18
Fonus oE BpNprrr PAYMENTS .... ....20
ANapNoNaeNT OR TERMINATION OF THg PI-AN ....22
IuponreNr Noucr .......23
Youn RespoNsrsrlrrrEs ..............24
Clarus & PnocsouREs. ...........25
t6
t7
AcruaRlel- INFoRMATTON .. .............27
IxrRooucrroN To Youn Pr,a,N
The City of Miami Beach has established a defined benefit pension plan to provide eligible
employees with retirement and related benefits.
This Summary Plan Description is a brief description of that Plan and your rights, obligations and
benefits under the Plan. This Summary Plan Description is not meant to interpret, extend or change the
provisions of the Plan in any way. The provisions of the Plan may only be determined accurately by reading
the actual Plan document.
A copy of the Plan is on file at the Pension office and may be read by you, your beneficiaries or
your legal representatives at any reasonable time. If you have any questions regarding either the Plan or this
Summary Plan Description, you should ask the Plan's Administrator. In the event of any discrepancy
between this Summary Plan Description and the actual provisions of the Plan, the Plan shall govern.
As much as possible, this document has been written in non technical terms, avoiding the formal
language of the Plan. If questions of interpretation arise as a result of the attempt to make such retirement
provisions easy to understand, the Plan remains, as it must, the final authority.
The information provided in this Summary Plan Description is based on the Plan in effect on the date
this document was prepared. Such information is subject to modification based on changes to the Plan,
subsequent interpretations of the Plan and changes in other laws that affect the Plan.
Individual Trustees are not agents of the Plan. The Board of Trustees is not responsible for eroneous
information provided by an individual Trustee or provided by any other person purportedly representing the
Plan, except as specifically set forth in writing executed by the Chairperson or Administrator.
GBNrnal lNroRrlrluoN Anour Youn Pu,w
There is certain general information you may need to know about your Plan. This general
information is summarized below.
Name of Plan
Miami Beach Employees' Retirement Plan.
Emplover
City Miami Beach
Plan Administrator
Board of Trustees
Miami Beach Employees' Retirement Plan
1700 Convention Center Drive
Miami Beach, Florida 33139
Contact: Rick Rivera
(305) 673-7300 ext. 6573
ri ckrivera@miamibeachfl . gov
Trustee
Plan Administrator
Designated Agent for Service of Legal Process
Chairman, Board of Trustees
Tvpe of Administration
The Plan Administrator is responsible for the overall administration of the Plan. It has discretionary
authority to construe the terms of the Plan and make determinations on questions which may affect your
eligibility for benefits. The Plan Administrator may also retain the services of attomeys, accountants,
actuaries, investment advisors and other professionals.
Plan Year
Each 12 month period beginning on October lst and ending on September 30th. The Plan's fiscal
records are maintained on this basis.
GrNunar, INroRlrauox Asour Youn PLaN
Relevant Provisions of Local and State Laws
The Retirement System for General Employees of the City of Miami Beach was set forth in
Ordinance No. 1901. The Retirement System for Unclassified Employees and Elected Officials of the City
of Miami Beach was created by Ordinance 88-2603. These two plans were merged to form the Miami
Beach Employees' Retirement Plan by Ordinance 2006-3504.
The most recent amendment to the Plan which is reflected in this Summary Plan Description is
Ordinance No. 2010-3706.
Your Plan is also govemed by certain provisions of Part VII, Chapter ll2, Florida Statutes (F.S.),
and various federal laws.
Relevant Provisions of Collective Barsaining Agreements
Certain employees covered by the Plan are members of the following collective bargaining unit(s).
These units will be collectively referred to as the "Classified" goup.
. Communications Workers of America (CWA).
Agreement runs from l0lll2009 through 913012012.
Section 8.13 refers to pension matters.
. Government Supervisors Association of Florida (GSA).
Agreement runs from 101112009 through 913012012.
Article l0 refers to pension matters.
. American Federation of State, County and Municipal Employees (AFSCME).
Agreement runs from 51112010 through 413012013.
Section 8.18 refers to pension matters.
Custodian
The custodian of the Plan is responsible for the safe-keeping of securities owned by the Pension
Fund. The custodians are:
. Fiduciary Trust Intemational, Miami, FL. State Street Bank and Trust, Quincy, MA
GnNnnal lxronnnarroN Anour Youn Pla,n
Investment Managers
The investment manager is responsible for selecting the securities to be bought and sold by the
Pension Fund, in accordance with guidelines established by the Plan Administrator. The investment
managers are:
. Rhumbline Advisors, Boston, MA. Wellington Management, Boston, MAI Wentworth Hauser & Violich, San Francisco, CA. I.C.C. Capital Management, Orlando, FL
Investment Performance Monitor (Fund Evaluator)
The investment performance monitor is responsible for monitoring the performance of the
investment manager in accordance with guidelines established by the Plan Administrator. The
performance monitor is:
. Milliman USA,Inc. San Francisco, CA
Member
Each employee of the Employer who is eligible to participate in the Plan and who fulfills the
prescribed eligibility requirements.
Beneficiarv
Each person designated to the Plan Administrator by you to receive any payments that may become
payable by the Plan upon your death. You should designate a Beneficiary when you become a member of
the Plan. You may change your designation at any time upon written notification to the Plan Administrator.
YOU SHOULD REVIEW AND UPDATE YOUR BENEFICIARY DESIGNATION
AT LEAST ANNUALLY. CHANGES REGARDING NEWBORN CHILDREN,
MARRIAGE, DIVORCE, SPOUSAL DEATH, ETC. MUST BE KEPT CURRENT
AND LISTED CORRECTLY TO AVOID COSTLY LITIGATION AND/OR DISPUTES.
GRoups & Trpns
The Members of the Plan belong to one of the twelve subgroups described by the table below.
Members of a collective bargaining agreement (a union) are "Classified". There are three Unions. All others
are "Unclassified" or "Other". Furthermore, Members are separated into three tiers; "Tier A", "Tier B", and
"Tier C". Compare your hire date to the dates listed in the table below to determine the Tier in which you
belong.
Your Benefit provisions (e.g: retirement date, vesting, benefit amount) may vary depending on your
Group and/or Tier:
Please identifu the categories in which you belong:
My Classification:
My Group:
My Tier:
Examples:
' If you were a member of the GSA collective bargaining unit, and were hired in 1990, then you are
Classified, in group "GSA". Since you were hired before 8llll993, you are in Tier A.
' If you were in the CWA and were hired on 41312006, then you are Classified in the CWA group, and are
in Tier B ofthat goup.
' If you were hired in August of 1980, and were not in a union, then you are in the "Unclassified group,
Tier A".
' If you were in the CWA and hired on 1011512010, then you are Classified in the CWA group, and are in
Tier C of that goup.
' If you were hired in November of 2010, and were not in a union, then you are in the "Unclassified
group, Tier C".
Classification Group Tier A Tier B Tier C
Classified
AFSCME Hired before
413011993
Hired on or after
4130/1993 and before
9/30t2010
Hired on or after
9t30/2010
GSA or "Other"Hired before
8/0y1993
Hired on or after
8101/1993 and before
9/3012010
Hired on or after
9t30/2010
CWA Hired before
2/2r/1994
Hired on or after
2/2111994 and before
1012712010
Hired on or after
10t27 /2010
Unclassified (r/a)
Hired before
t0/1811992
Hired on or after
l0/1811992 and before
9130t2010
Hired on or after
9/3012010
CoxrnrnurroNs To rHE Plax
Benefits of the Plan are financed by contributions that are paid into the pension fund and by
investment earnings generated by investment of the pension fund. Contributions to the fund are made by:
You
If you are in Tier A, then your contribution rate is l2oh of your covered salary. (See later page for
definition of covered salary.) If you are in Tier B or Tier C, then your contribution rate is 10% of your
covered salary. Your contribution will cease upon your retirement, death or employment termination. If you
accrue the maximum retirement benefit percentage payable under the Plan and continue City employment,
your contribution will be based on the amount of earnings in excess of your eamings at the time you reach
the maximum accrued benefit.
Your Emplover
Your Employer must contribute an amount determined by the Plan's actuary to be sufficient, along
with your contribution, to fund systematically the benefits under the Plan. The Employer's contribution will
vary depending on the experience ofthe Plan.
Er,rcrsrI,rrv & Cnrorrro SrRvrcr
Elisibilitv
You are eligible to be a Member of the Plan if you are a Classified or Unclassified employee,
working more than 30 hours a week. The following may not become Members of the Plan:
l. Persons compensated on a contractual basis.
2. Persons employed on a provisional, original probationary or other temporary basis.
3. Members of boards or commissions, officers, or employees receiving no salary or a
nominal salary on a fee basis.
4. Members of the City Pension Fund for Firemen and Policemen in the City of Miami Beach.
5. Persons working less than 30 hours a week, except for members of the Classified System
working less than 30 hours a week as of August3l,1992.
6. Persons who have elected to join the Defined Contribution Retirement Plan sponsored by
the City.
Other than those described above, each person who became a Member of the Plan under Ordinance
No. 2006-3504 or becomes an employee of the City on or after March 8,2006 shall become a Member of
this Plan as a condition of employment, as of the date of employment.
Creditable Service
Creditable Service is used to compute the amount of pension benefit when you retire, to determine
whether you are eligible for certain benefits and to determine whether you are vested. Your Creditable
Service is equal to your length of service credited under the predecessor system plus the service with the
Employer that is covered by the Plan. Vacations and other paid leaves of absence are included. Unpaid
leaves of absence are not included. Also not included in Creditable Service is any period during which you
could have but did not contribute to the Plan, or any period for which you have received a refund of your
contributions.
Er,rcrnrr,rrv & Cnnorrru SnRvrcn
Break in Service
If you terminate employment after you are vested and later return to work for the Employer, the
following rules apply. The benefits you earn after your retum to work are based on the provisions of the
Plan in effect at your rehire date. If you terminate again before you retire, only the Creditable Service after
your rehire date is considered for vesting of a second benefit. When you actually retire, you will receive the
sum of the two (separately computed) benefits you have eamed. They are calculated separately using the
Creditable Service and final Average Monthly Eamings applicable at each of your dates of termination.
Militarv Service
Should you take a leave of absence from the Employer in order to enter the military, your period of
leave will be included in your Creditable Service if you return to work for the Employer within one year
after your discharge. You would be required to make a contribution to the Plan in the amount you would
have contributed had you not taken the leave ofabsence.
Your active duty in the military prior to date of hire by the Employer is not included in Creditable
Service.
Purchase of Creditable Service for Initial Probationarv Period
At any time prior to retirement, you may purchase all or a portion of your service during which you
were employed as a provisional or probationary employee. You must pay into the Plan an amount equal to
the member contribution rate in effect during said probationary period, plus interest compounded annually
based on the regular rate of interest in effect at the time of the purchase. The maximum benefit percentage
applicable to your classification (80% or 90%o) may not be exceeded by any such purchase.
Er.rcmu,rrv & Cnsorrrn SnRvrcn
Ontional Purchase of Two Years of Creditable Service
If you have five or more years of Creditable Service, you may elect to purchase two additional years
at any time prior to your retirement. The purchase must be for any of the following types of employment
prior to being hired by the Employer:
. Active Duty in the Armed Forces of the United States or the Coast Guar4
. Full-time employment with another governmental entity, or
. Full-time employment in the private sector performing the same or very similar duties as you
ire now performing for the Employer.
In order to receive the additional Creditable Service, you will have to pay l0% of your annual rate
of pensionable compensation multiplied by the number of years to be purchased, up to a total of two years.
Payment must be made within six months following the date of your election to purchase additional service.
Covnnro S.quqny & Frxar,AvrRacr MoNrrIl,v ElRNrNcs
Covered Salary or "Earnings"
This is the amount of your base pay including longevity pay, but excluding any payment of
overtime, shift differential or extra compensation allowances such as uniform and car allowances. The
following exceptions apply:
Classified - Tier A
Base pay includes overtime pay up to a maximum of l0% above member's highest pensionable
earnings each year.
Unclassified - Tier A & Tier B
Base pay for calculating the Normal Retirement benefit includes annual payments for unused leave
(excluding annual or sick leave).
Elected Official. Citv Manager or Citv Attomey
For periods of service as an Elected Official, City Manager or City Attomey, your earnings shall
include total W-2 compensation, plus any other payments and allowances.
In no event may your pensionable earnings exceed the limit set forth by lntemal Revenue Code
section a0l(a)(17). This limit in2012 is $250,000.
Final Averase Monthlv Earnings (FAME)
Your Final Average Monthly Eamings (FAME) is one-twelfth of the average of yolur five highest
paid years of Creditable Service with the following exceptions:
. If you have attained Normal Retirement age as of September 30, 2010 or are eligible for Normal
Retirement within the 24 month period beginning on September 30, 2010, then your FAME is one-
twelfth (lll2) of the average of your na;o highest paid years of Creditable Service (not less than the
average monthly eamings for the 12 months immediately preceding March 18,2006 for
Unclassified Tier A members).
. If you are eligible for Normal Retirement within the 24 and 36 month period beginning on
September 30,2010, then your FAME is one-twelfth (1112) of the average of your threehighest
paid years of Creditable Service.
. If you are eligible for Normal Retirement within the 36 and 48 month period beginning on
September 30, 2010, then your FAME is one-twelfth (1112) of the average of your/ozr highest paid
years of Creditable Service.
l0
RorrnrnmxrDlrns
Normal Retirement Date
The Normal Retirement Date is the earliest date when unreduced retirement benefits may be paid.
Your Normal Retirement Date is:
Tier A- Age 50 with 5 years of Creditable Service
Tier B- Age 55 with 5 years of Creditable Service
Tier C - The earlier of age 55 with 30 years of Creditable Service or age 62 with 5 years of
Creditable Service
Earlv Retirement Date
Each member of the Classified System who became a Member of this Plan on the effective date of
Ordinance 2006-3504 (March 8, 2006) may retire under the Early Retirement provision. If you are such a
Member, your Early Retirement Date is the date when you reach age 50 and the sum of your age at your last
birthday plus your full years of Creditable Service is equal to 75. In addition, if you were hired after
September 30, 2010, you may retire under the Early Retirement provision when you reach age 55 and the
sum of your age plus your years of Creditable Service is equal to 75. Your Early Retirement Benefit
amount is described in the next section.
11
RrrrRpuonr BrNrrrrs
Normal Retirement Benefit
The monthly benefit that you will receive if you continue in employment until your Normal
Retirement Date is called your Normal Retirement Benefit. The amount of your Normal Retirement Benefit
is based on the following factors:
r Your Covered Salary as previously defined.
. Your Final Average Monthly Eamings (FAME) as previously defined.
r Your years of Creditable Service at your Normal Retirement Date.
. Your Classification and/or Tier.
Your Normal Retirement Benefit is calculated as follows:
Tier A Members
. Classified:
3o/o of FAME multiplied by your years of Creditable Service up to 15 years plus 4%o of
FAME multiplied by your years of Creditable Service in excess of 15 years, subject to a
maximum of 90% of your FAME.
Example:
If your FAME is $4,000 and service is 22 years then
yourmonthlybenefit:3% X $4,000 X 15Years + 4%o X $4000 X TYears :
s2,920.
. Unclassified:
4% of FAME multiplied by your years of Creditable Service before October 18,1992, plus 3%
of FAME multiplied by your years of Creditable Service after October 18, 1992, subject to a
maximum of 80% of your FAME.
Example:
If your FAME is $4,000 and service before October 18, 1992 is 2 years, and service after
October 18,1992 is 20 years then
your monthly benefit :4%X $4,000 X 2 Years + 30 X $4,000 X 20 Years :$2,720.
t2
RarrnnnrpNr BnNnrrrs
Tier B Members
3% of FAME multiplied by your years of Creditable Service subject to a maximum of 80% of
your FAME.
Example:
If your FAME is $4,000 and service is 22 years then
your monthly benefit: 3% X $4,000 X 2zYears $2,640.
Tier C Members
2.5Yo of FAME multiplied by your years of Creditable Service subject to a maximum of 80% of
your FAME.
Example:
If your FAME is $4,000 and service is 22 years then
your monthly benefit :25% X $4,000 X 22Years $2,200.
The following exceptions apply:
(i). For an Elected Official, City Manager or City Attorney, the benefit is:
4% of FAME for each year of Creditable Service as an Elected Official, City Manager, or
City Attomey plus the retirement benefit as defined above for any other period of City
employment.
This sum is subject to a maximum of 80% of your FAME.
(ii). In no event may this Plan pay benefits in excess of the limits set forth in Section 415 of the
Intemal Revenue Code. Any accrued benefits in excess of the Section 415 limits will be paid
by a separate excess benefit plan sponsored by the Employer.
The retirement benefit is paid to you for the rest of your life in accordance with the Normal Form of
Benefit Payment as described later (however, see the sections on Death Benefits After Retirement and
Election of Optional Forms of Benefit Payments). Your benefits from this Plan are paid in addition to any
benefits you may receive from Social Security.
l3
RnrrnrnmNr BrNrrrrs
Accrued Benefit
The portion of your Normal Retirement Benefit that you have eamed at any point in time is called
your Accrued Benefit. Your Accrued Benefit is computed in the same way as the Normal Retirement
Benefit, except you use your present FAME and Creditable Service in the calculation. The Accrued Benefit
is a monthly amount which starts on your Normal Retirement Date.
Earlv Retirement Benefit
If you decide to retire early, you will receive an immediate Early Retirement Benefit which is
payable for the rest of your life. The benefit is equal to your Accrued Benefit but reduced for the number of
months by which the starting date of the benefit precedes your otherwise Normal Retirement Date. The
benefit is reduced to take into account the younger age and earlier commencement of benefit payments.
Post Retirement Adiustments
On October l" of each year, your pension benefit will increase by 25% if you are a Tier A or Tier
B Member and l.5Yo if you are a Tier C Member. This rate is compounded. You must be in retirement for
at least one year before your first increase goes into effect.
Deferred Retirement Option Plan (DROP)
Upon reaching your Normal Retirement Date, you may choose to enter the Deferred Retirement
Option Plan (DROP) upon 30 days' advance written notice to the City. This program allows you to retire
for purposes of the Plan while you continue working for the City. Participation in the DROP is voluntary,
but is irrevocable once payments begin. The maximum period of participation is three years for Tier A and
Tier B Members and five years for Tier C Members. As a condition of participation in the DROP, you must
irrevocably agree to terminate employment with the City at the end of the maximum DROP period. You
may elect to terminate DROP participation and employment with the City before the maximum period upon
30 days' advance written notice to the City.
t4
RnrrRrvmNr BnNprrrs
If you elect to participate in the DROP, you will no longer make conffibutions, you will cease to
accrue further benefits under the Plan and you will no longer be eligible for disability or preretirement death
benefits. Your Creditable Service and FAME as of the first date of participation in the DROP will be used
to calculate your retirement benefit. The monthly benefit that you would have received if you had retired on
your election date will be paid into a DROP account. However, you will not be eligible for Post Retirement
Adjustments for the duration of your participation in the DROP, and under no circumstances will your
annual and sick leave be included in eamings for retirement benefit calculation purposes.
You may direct your DROP payments to be invested in any of the investment options provided by
the Board. Pa).rnents will be credited or debited with investment eamings or losses according to the
performance of the investment options selected. At the conclusion of the DROP, your accumulated balance
will be distributed to you and monthly benefit payments will be paid to you in accordance with the Plan
provisions. Should you pass away while you are participating in the DROP, the account balance will be
distributed to your Beneficiary, in addition to any survivor benefits payable by the Plan.
t5
Drsasrr,Irv RprrRnunxr
If you become totally and permanently disabled as provided by the Plan, you may be eligible for a
disability benefit. In the case of a service-connected disability, you will be eligible for a benefit regardless
of your length of service.
Service Connected Disabilitv
Tier A-Classified
The benefit for a service-connected disability is the larger of 75%o of your FAME and your Accrued
Benefit.
All Others
The benefit for a service-connected disability is the larger of 65Yo of your FAME and your Accrued
Benefit.
Ordinarv Disabilitv
In the case of an ordinary disability that is not service-connected, you will only be eligible for a
benefit ifyou have at least five years ofCreditable Service.
The benefit is the larger of 35% of FAME and your Accrued Benefit.
A disability benefit is payable until your death, recovery or attainment of your Normal Retirement
Date. After Normal Retirement Date, the benefit is equal to your projected Normal Retirement Benefit.
Under certain conditions, your disability benefits may be reduced by payments from Workers'
Compensation or by compensation you eam while receiving disability payments. Details of these
reductions will be provided to you if you apply for a disability benefit.
l6
SuRvrvoR BnNnrrrs
Before Retirement
If you pass away with three or more years of Creditable Service, your spouse or domestic partner
will receive a monthly benefit provided you had been married or the domestic partnership had been
registered for at least one year at the time of your death. If you do not have a qualifuing spouse or domestic
partner at the time of your death, the benefits will be paid to your dependent children until they reach age
21. If your spouse or domestic partner is 15 years, or more, younger than you, then an actuarial calculation
will be applied to reduce the benefit to the actuarial equivalent for a person 15 years younger.
The benefit payable to your Beneficiary is one-half of your Accrued Benefit calculated as though
you had retired on the date of your death. For all Classified employees who were Members of the Plan as of
March 8, 2006, the minimum benefit is 30% of FAME and the maximum is 40% of FAME.
After Retirement
Your Beneficiary will receive payments following your death in accordance with the form of
retirement payment which you select, or the balance of any unused accumulated contributions. A later page
describes the various forms of retirement payments.
17
Vrsreo RrrrnBvrnxr Bpxprrr
If you terminate employment, other than by reason of retirement, disability or death, you may be
entitled to a deferred Vested Retirement Benefit. This benefit is computed on the basis of your Final
Average Monthly Earnings and Creditable Service at the time of termination, and your age as of the date
when your monthly allowance commences. The earliest commencement date is your Normal Retirement
Date, as defined for your sub-group.
The following chart shows your vested interest in your Accrued Benefit.
Vesting Schedule
Creditable I Vested
Service I Interest
ll0%
2t0
310
410
5 or more I 100
If you terminate employment before you are vested or if you wish to forfeit your vested Accrued
Benefit, you may receive a refund of your accumulated contributions. Upon acceptance of such payment,
all Creditable Service shall be canceled. If you return to employment under the Plan, you will be considered
a new Member as of the date on which you again become a Member.
The taxable portion of any refund you receive is subject to automatic 20oh witbholding for federal
income tax purposes. This tax can be avoided, however, if you roll the taxable portion over to an Individual
Retirement Account (IRA) or another qualified employer plan. This rollover will result in no tax being due
until you begin withdrawing funds from the IRA or other qualified employer plan. The rollover of the
distribution, however, MUST be made directly by the Plan to your chosen IRA or other qualified employer
plan.
l8
Vrsrno Rrrrnrurpxr Brxsrrr
Requestins a Refund of Contributions
The following procedtres are provided for your information.
l. Contact the pension office to set up an appointment to complete an Application for Refund
of Contributions form and to obtain the required IRS Special Tax Notice Regarding Plan
Payments.
2. Because complex rules apply to your refund and the rollover of payments, you should seek
competent tax advice from your tax advisor.
3. Allow three to four weeks after you have completed the Application for Refund of
Contributions for your check(s) to be issued, whether the refund is paid to you or payment
is made directly to your IRA or another qualified employer plan.
l9
Fonus op Bnxnrrr PavvrcNrs
Normal Form of Benefit Pavment
Tier A and Tier B
Unless you elect otherwise before retirement, your pension is payable as a 50o/o Joint & Survivor
annuity. This is a series of monthly payments for the rest of your life. Upon your death it is payable as
follows:
If you have a soouse or domestic partner
If your spouse or domestic partner is living at the time of your death, 50% of your pension will
continue for that person's remaining life. The spouse must have been married to you or the
domestic partnership must have been registered for at least one year prior to the earlier of your date
of retirement or termination of service. There will be a reduction in the 50% survivor benefit if the
spouse or domestic partner is more than l5 years younger than you.
If you do not have a spouse or domestic partner
If you are not survived by a spouse or domestic partner, 50%o of your pension will be payable to
your dependent child or children until their marriage or attainment of age 18, or in certain cases to
ages22 or 25. Ifthere are no dependent children upon your death, the 50Yo survivor benefit will be
paid to your dependent parent(s).
Tier C
Unless you elect otherwise before retirement, your pension is payable as a life annuity. This is a
series of monthly payments for the rest of your life with payments ending upon your death.
Election of Optional Forms of Benefit Payments
You have the right at any time before your actual retirement date to elect not to have your
retirement benefit paid in the Normal Form. Your benefit would then be paid in the form which you choose.
If you are eligible for Normal Retirement, you may elect to receive tp to 25o/o of your pension in a
20
FoRrrrs or BrNrrrr PlyurnNrs
single lump sum payment. If you make this election, your monthly pension will be reduced by the lump
sum.
You may choose among the options below and revoke any such elections and make a new election
at any time before actual retirement. You must make such an election by written notice to the Plan
Administrator. This election also applies to terminated participants who are eligible for payment of deferred
Vested Retirement Benefits. The options available are as follows:
Option 1 - 1007o Joint and Last Survivor Annuitv
You may elect to receive a decreased monthly retirement benefit during your lifetime and
have such decreased retirement benefit continued after your death to and during the lifetime
of your Beneficiary.
Option 2 - 66 2/37o Joint and Last Survivor Annuity
You may elect to receive a decreased monthly retirement benefit during your lifetime with
66 213% of such decreased benefit continued after your death to and during the lifetime of
your Beneficiary.
In no event may the total of benefit payments to you and your Beneficiary be less than your own
accumulated contributions.
l.
,,
21
AurrorvrnNT oR TnRurx,lrroN oF rrm Pr,.m
The Plan may be amended or terminated at any time by the Employer. If the Plan were terminated,
you would immediately become fully vested in the benefit you had eamed so far. Only after all accrued
benefits have been paid and any other liabilities have been satisfied could any remaining money be retumed
to the Employer.
22
InrpoRrlNr NorrcB
There are certain circumstances which may result in the disqualification, ineligibility, denial, loss,
forfeiture, suspension or deferral of your benefits in this Plan. The following is a list of these
circumstances:
1. If you terminate employment before reaching the Normal or Early Retirement Date and you
do not have enough Creditable Service to have earned a vested interest, no benefits will be
payable except for a return of your own contributions with interest.
2. If you die before completion of three years of Creditable Service, no benefits will be
payable except for a return of your own accumulated contributions with interest.
3. No credit is allowed either for benefit accrual or vesting purposes for any period in which
you are not considered a full-time employee, except for members of the Classified System
working less than 30 hours a week as of August3l,1992.
4. Your retirement benefit will not be payable until actual retirement date, even if you
continue to work beyond the Normal Retirement Date.
5. Your Accrued Benefit may be forfeited if you are convicted of certain felonies as provided
by State law (Chapter I 12.3173 F.S.)
6. Payment of your benefits may be subject to an Income Deduction Order.
23
Youn RnspoNsrulrrrEs
l. Retain this Summary Plan Description with your other important papers for later reference
or for replacement by updated versions and supplemental notices, if any.
2. Upon completing eligibility requirements, sigr a Membership Form, including a
Benefi ciary designation.
3. Keep your Beneficiary designation form updated to express your wishes.
4. If you terminate employment, check to see if you are entitled to a Vested Retirement
Benefit and the date payable.
5. If you should terminate employment with rights to a deferred Vested Retirement Benefit,
then, shortly before the date on which it is to begin, you should contact and notifu the Plan
Administrator to begin such payments.
6. Upon your retirement under Early or Normal Retirement, complete the form necessary to
indicate which Optional Form of Benefit you desire.
24
CL,clNrs & Pnocnounns
Claim Procedures
Claims for benefits under the Plan must be filed in writing with the Plan Administrator. If you are
eligible for any benefits from this Plan, you will be provided with a notification form showing the amount of
your benefit and options, ifany, and the earliest date on which such benefit is payable.
Your request for Plan benefits shall be considered a claim for Plan benefits, and it will be subject to
a full and fair review. If your claim is wholly or partially denied, the Plan Administrator shall furnish you
with a written notice of its denial. This written notice must be provided to you within a reasonable period of
time after the receipt of your claim by the Plan Administrator. The written notice must contain the
following information :
l. The specific reason or reasons for the denial;
2. Specific reference to those Plan provisions on which the denial is based;
3. A description of any additional information or material necessary to correct your claim and
an explanation of why such material or information is necessary; and
4. Appropriate information as to the steps to be taken if you or your Beneficiary wishes to
submit your claim for review.
If notice of the denial of a claim is not fumished to you in accordance with the above within a
reasonable period of time, your claim shall be deemed denied. You will then be permitted to proceed to the
review stage described in the following paragraphs.
If your claim has been denied, and you wish to submit your claim for review, you must follow the
Claims Review Procedure.
25
Cr,.qlus & PRocrounrs
Claims Review Procedure
l. Upon the denial of your claim for benefits, you may file your claim for review, in writing,
with the Plan Administrator. The form for this claim for review is available from the Plan
Administrator.
2. You must file the claim for review no later than 60 days after you have received written
notification of the denial of your claim for benefits.
3. You may review all pertinent documents relating to the denial of your claim and submit any
issues and comments, in writing, to the Plan Administrator.
4. Your claim for review must be given a full and fair review. If your claim is denied, the
Plan Administrator must provide you with written notice of this denial after the Plan
Administrator's receipt of your written claim for review.
5. The Plan Administrator's decision on your claim for review shall be communicated to you
in writing and shall include specific references to the pertinent Plan provisions on which
the decision was based.
6. If the Plan Administrator's decision on review is not fumished to you within a reasonable
period of time, your claim shall be deemed denied on review.
26
AcrulRrll IxronulttoN
PERTINENT ACTUARIAL INFORMATION
As of October I
2010 2009
Number of Members of the Plan
Active Employees
Those Receiving or Due to Receive Benefits
Arurual Payroll of Active Members (Non-Drop)
Arurual Rate of Benefits in Pay Status
Actuarial Accrued Liability
Actuarial Value of Assets
Unfunded Actuarial Accrued Liability
Required Contribution to be Made to the Plan Over
and Above Contributions by Members of the Plan
Required Contribution as % of Payroll of
Active Members (Non-Drop)
Required Contribution to be Paid During
Year Ending
1,117
1,145
68,844,264
32,677,150
580,246,165
431,479,305
148,766,860
I 7,583,1 9l
25.54%
9/30/2012
1,154
1,127
70,097,549
30,900,400
545,536,965
420,520,122
125,016,843
14,474,678
20.65%
9t30t20tt
27
FrNlNcmr- INronulrroN
RECONCILIATION OF PLAN ASSETS
September 30
Item 2010 2009
A.
B.
Market Value of Assets at Beginning of Year
Revenues and Expenditures
l. Contributions
e. Total
4. Administrative and Miscellaneous Expenses
5. Transfers
C. Market Value of Assets at End of Year
D. Reserves
1. DROP Accounts
2. Total Reserves
E. Adjustments
1. Receivables from Excess Benefit Plan
2. Prepaid for FY 1011/2011 - 9130/2012**
3. Total Adjustments
F. Market Value Net of Reserves and Adjustments
349,889,271 $ 363,584,796
2.
-r-
a. EmployeeContributions
b. EmployerContributions
c. Other
d. Total
Investment Income
a. Interest, Dividends, and Other Income
b. Net Realized and Unrealized Gains/(Losses)*
c. Investment Expenses
d. Net Investment Income
Benefits and Refunds
a. Refunds
b. Regular Monthly Benefits
c. DROP Disbursements
d. Other Payments (Transfers to Police & Fire Plan)
$ 6,846,512
17,137,394_
s 23,983,906
$ 3,989,041
35,791,125
(791,421)
$ 38,988,74s
$ (579,709)
(29,735,266)
(46,599)
(408, I 64)
$ (30,769,738)
$ (705,482)
$-
$ 381,385,702
$ (2,562,537)
s (2,562,537)
$ 1,555,384
(466,878)
$ 1,088,s06
$ 379,911,671
$ 6,820,064
12,863,823_
$ 19,683,887
$ 3,838,962
(6,201,923)
(656,864)
$ (3,019,825)
$ (752,415)
(28,874,583)
(sl,ggg) os (29,684,997)
$ (675,590)
$-
$ 349,888,271
s (472,207)
s (472,207)
$ 1,126,404
s 1,126,404
$ 3s0,542,468
* We were not provided with the breakdown of this amount between realized gains/(losses) and unrealized
gains/(losses).
** This amount represents an overpayment by the City for fiscal year ending 913012011.
28
Citv Pension Ordinance
oRD|NANCE NO. 201s-3e46
AN ORDINANCE OF THE MAYOR AND CITY COMMISSION OF
THE CITY OF M'AMI BEACH, FLORIDA, AMENDING AND
RESTATING THE MIAMI BEACH EMPLOYEES' RETIREMENT
PLAN CREATED BY ORDINANCE NO. 2006.3504, AS
SUBSEQUENTLY AMENDED, BY AMENDING SECTIONS 2, 4, 5,
11, AND 12 OF THE PLAN TO COMPLY WITH APPLICABLE
PROVISIONS OF THE INTERNAL REVENUE CODE AND
REGULATIONS THEREUNDER, AND DELETING OUTDATED
LANGUAGE; PROVIDING FOR SEVERABILITY; REPEALINGALL ORDINANCES lN CONFLICT THEREWITH; AND
PROVIDING AN EFFECTIVE DATE.
BE IT ORDAINED BY THE MAYOR AND CITY COMMISSION OF THE CITY
OF MIAMI BEACH, FLORIDA:
Section 1. The Miami Beach Employees' Retirement Plan created by Ordinance
2006-3504, as subsequently amended, is hereby restated, and amended as
follows:
Section 1. Creation and Purpose of the Retirement Plan
1. A retirement system is hereby created under and by authority of Chapter
18691, Laws of Florida, Acts of 1937, as amended, by merging the.'RETIREMENT SYSTEM FOR GENERAL EMPLOYEES OF THE CITY OF
MIAMI BEACH" created by Ordinance 1901, as amended (hereinafter referred to
as the "Classified System"), with the "RETIREMENT SYSTEM FOR
UNCLASSIFIED EMPLOYEES AND ELECTED OFFICIALS OF THE CITY OF
MIAMI BEACH" created by Ordinance 88-2603, as amended (hereinafter
referred to as the "Unclassified System"), to form the "MlAMl BEACH
EMPLOYEES' RETIREMENT PLAN" which shall be hereinafter referred to as the
"Plan" or the "Retirement Plan." Any references to the Classified System or
Unclassified System in any other provision of the City Charter, Code of
Ordinances, ordinances or resolutions shall be construed to apply to this Plan in
the same manner as applied to the Classified System or Unclassified System.
2. The purpose of the Retirement Plan is to provide retirement and other
related benefits for eligible employees and elected officials of the City and their
beneficiaries or dependents.
Section 2. Definitions
For purpose of the Retirement Plan, certain words and phrases shall have
the meanings ascribed to them in this Article except when the context otherwise
requires. The masculine pronoun, wherever used, shall include the feminine.
2.01 'Accumulated Employee Contributions" means the required contributions
paid by any Member as provided in Section 6.2 or credited to the Member
pursuant to Section 6.1(b), together with any interest allowed thereon under this
Plan or previous City retirement system, until such time as the Employee's
service with the City is terminated at the rate, compounded annually, as
determined by the Board from time to time.
2.02 'Actuarial Equivalent" means equivalent when computed at 8.0% interest
per annum on the basis of the RP 2000 Combined Healthv Participant Mortality
Tables with a blendino of 657o male rate and 35% female rates@
the basis ef mertality tables last adepted by the Beard ef Trustees.
2.03 "Beneficiary" means, the surviving person or persons designated as such
by a Member or Retirant in the last written designation on file with the Board in
accordance with Section 5.10 (g); in the absence of such survivor or such
designation, it means the estate of the deceased Member or Retirant, as the
case may be.
2.04 "Board of Trustees" or "Board" means the managing board of the Plan as
provided for in Article Vll.
2.05 "City" or "Employe/'means the City of Miami Beach, Florida.
2.06 "City Commission" or "Commission" means the City Commission of the
City of Miami Beach, Florida,
2.07 "Classified Employee" means an Employee who is employed in a
classified position under the City of Miami Beach Civil Service Act.
2.08 "Creditable Service" means service credited to a Member under the Plan
as provided in Article lV.
2.09 "Defined Contribution Retirement System" means a plan established by
the City pursuant to Ordinance 92-2813.
2.10 "Domestic Partner" means a person with whom a member has entered
into a domestic partnership as defined in Section 62-126 of the City Code, and
registered and documented according to the requirements of Section 62-127 ol
the City Code.
2.11 "Earnings" means base pay, including longevity pay, for personal services
rendered as an Employee, but excluding any payment of overtime, shift
differential or extra compensation allowances such as uniform allowances.
Notwithstanding the foregoing, in the case of any Member who is in a
classification within the CWA bargaining unit who entered service with the City
prior to February 21, 1994 as a Classified Employee, and who was continuously
a member of the Classified System from that date until March 18, 2006,
"Earnings" shall include overtime pay up to a maximum of ten percent (10%)
above the Member's highest pensionable earnings each year. The definition of
Earnings in the preceding sentence shall apply to Employees in classifications
within the AFSCME bargaining unit who entered the service of the City prior to
April 30, 1993 and to employees an classifications within the GSA bargaining unit
who entered the service of the City prior to August 1, 1993, and who were
Members of the Classified Plan continuously from that date until March 18, 2006,
upon the ratification of a collective bargaining agreement that contains such
definition. Earnings in excess of the limitations set forth in Section a01(a)(17) of
the lnternal Revenue Code, and regulations promulgated thereunder, shall be
disregarded, and no member contributions shall be required on any such excess
212 "Elected Officials" means the Mayor, and the members of the City
Commission of the City of Miami Beach.
2.13 "Employee" means any person employed by the City on a regular basis
who is receiving compensation from the City for personal services, exclusive of
the following groups and classifications:
(a) Persons whose services are compensated on a contractual basis.
(b) Persons employed on a provisional, original probationary or other
temporary basis.
(c) Members of boards or commissions, officers, or employees
receiving no salary or a nominal salary on a fee basis.
(d) Members of the City Pension Fund for Firemen and Policemen or
the City Supplemental Pension Fund for Firemen and Policemen in the
City of Miami Beach.
(e) Persons whose regular employment with the City is for less than
thirty (30) hours per week. Provided, however, all persons who were on
the membership rolls of the Classified System as of August 31, 1992 and
became Members of this Plan on March 18, 2006, whose regular
employment is for less than thirty (30) hours per week may continue as
Members of this Plan.
"Employee" also means any person employed on a regular basis for thifi (30) or
more hours per week by the Miami Beach Visitor and Convention Authority, this
Retirement Plan, the Classified Plan, the Unclassified Plan or the City Pension
Fund for Firemen and Policemen.
2.14 (a) "Final Average Monthly Earnings" means one-twelfth of the
average annual earnings of the Member during the two highest paid years
of creditable service except as otherwise provided in this Section 2.14.
Notwithstanding the foregoing, for any Member who became a Member of
the Unclassified System prior to October 18, 1992 and was continuously a
Member of the Unclassified System from that date until March 18, 2006,
"Final Average Monthly Earnings" means one-twelfth of the average
annual earnings of the Member during the two highest paid years of
creditable service but shall not in any event be less than one-twelfth of the
earnings of the Member during the twelve months immediately preceding
March 18,2006.
(b) Notwithstanding Section 2.14(a) above, effective September 30,
2010, "FinalAverage Monthly Earnings" means:
1) For those Members who as
attained normal retirement age
months from normal retirement
Earnings" shal! have the same
above.
of September 30, 2O1A have
or are within twenty-four (24)
age, "Final Average Monthly
meaning as in Section 2.14(al
2) For those Members who as of September 30, 2010 are between
twenty-four Q$ and thirty-six (36) months from normal retirement
age, "FinalAverage Monthly Earnings" means one-twelfth (1112\ ol
the average annual earnings of the Member during the three (3)
highest paid years of creditable service.
3) For those Members who as of September 30, 2O'lO are between
thirty-six (36) and forty-six (46) months from normal retirement age,
"Final Average Monthly Earnings" means one-twelfth (1112) of the
average annual earnings of the Member during the four (4) highest
paid years of creditable service.
4) For those Members who as of September 30, 2010 are more
than fofi-eight (48) months from normal retirement age, "Final
Average Monthly Earnings" means one-twelfth (1112) of the
average annual earnings of the Member during the five (5) highest
paid years of creditable service.
(c) Effective April 23, 2014, Members within classifications in the
AFSCME bargaining unit who were hired prior to September 30, 2010,
may elect to retire for purposes of the Plan but continue employment with
the City for up to sixty (60) months, and have their monthly retirement
benefit paid into a DROP account during the DROP period, in accordance
with Section 5.13.
2.15 "Finance Director" means the Finance Director of the City of Miami Beach
as appointed by the City Manager or such person designated by the City
Manager to perform the duties of Finance Director.
2.16 "Member" means any Employee included in the membership of the Plan,
as provided in Article lll. A Member who retires shall be deemed a retired
member or a retirant.
2.17 "Pension" means the monthly amount payable to a Pensioner under the
Plan; the pension shall be due as of the first day of the calendar month next
following the death of the Member or Retirant and shall cease after the payment
due on the first day of the month in which the Pensioner ceases to be entitled
thereto according to the provisions of this Ordinance.
2.18 "Pensione/' means the dependent beneficiary of a Member or Retirant in
receipt of a pension under the Plan as the result of the death of a Member or
Retirant of this Plan, the Classified or Unclassified System, or the Predecessor
System.
2.19 "Physical Examiners" means the physicians provided for in Section 8.06(j).
2.20 "Predecessor system" means the Retirement System governed by
Ordinance No. 845 as in effect prior to the adoption of the Classified System and
the Unclassified System.
2.21 "Regular lnterest" means interest at the rate or rates determined by the
Board of Trustees as provided in Section 8.6(d).
2.22 "Retirant" means a person in receipt of retirement allowance payments
under the Plan on the basis of his service as an Employee.
2.23 "Retirement allowance" means monthly payments under the Plan to a
Retirant during his lifetime; monthly payments shall be due as of the first day of
each calendar month and shall cease after the payment as of the first day of the
month in which the Retirant's death occurs.
2.24 "Retirement Plan" or "Plan" means the Miami Beach Employees
Retirement Plan created by this ordinance.
2.25 "Unclassified Employee" means an Employee who is employed in a
position that is not a classified position under the City of Miami Beach Civil
Service Act.
2.26 Deferred Retirement Option Plan (DROP) - A program under which a
Member who has reached the normal retirement date may elect to retire for
purposes of the Plan but continue employment with the City for up to thirty-six
(36) months, and have his/her monthly retirement benefit paid into a DROP
account during the DROP period, in accordance with Section 5.13.
Notwithstanding the preceding sentence:
(a) Effective July 17, 2013, Members within classifications in the CWA
bargaining unit who were hired prior to October 27, 2010, and Members
not included in any bargaining unit, who were hired prior to September 10,
2010, may elect to retire for purposes of the Plan but continue
employment with the City for up to sixty (60) months, and have their
monthly retirement benefit paid into a DROP account during the DROP
period, in accordance with Section 5.13.
(b) Effective October 16, 2013, Members within classifications in the
GSAF bargaining unit who were hired prior to July 14, 2010, may elect to
retire for purposes of the Plan but continue employment with the City for
up to sixty (60) months, and have their monthly retirement benefit paid into
a DROP account during the DROP period, in accordance with Section
5.1 3.
(c) Effective April 23, 2014, Members within classifications in the
AFSCME bargaining unit who hired prior to September 30, 2010, may
elect to retire for purposes of the Plan but continue employment with the
City for up to sixty (60) months, and have their monthly retirement benefit
paid into a DROP account during the DROP period, in accordance with
Section 5.13.
For members in classifications within the American Federation of State, County
and Municipal Employees ("AFSCME") and Communications Workers of America
("CWA") bargaining units, the terms in this Plan shall have the same meanings
as in Ordinance 789, the Classified Employee's Salary Ordinance, except as
otherwise specifically provided in this Plan.
Section 3. Membership
3.01 Every person who on March 18, 2006 was a Retirant, Pensioner, or
vested former member under the Classified System, Unclassified System or
Predecessor System shall automatically become on such date a Retirant,
Pensioner or vested Member, as applicable, under this Plan, and shall continue
to receive or receive in the future under this Plan the benefits paid or payable
under the Classified System, Unclassified System, or Predecessor System.
Every person who on March 18, 2006 was a Member of the Classified System or
Unclassified System shall automatically become on such date a Member of this
Retirement Plan. Any written designation of beneficiary or dependent beneficiary
in effect under the Classified System, Unclassified System or Predecessor
System on March 18, 2006 shall continue to be in effect under this Plan unless
subsequently changed or revoked by the Member or Retirant, in writing, in
accordance with the provisions of this Plan Ordinance.
3.02 Any person, other than as provided in Section 3.3 herein, who becomes
an Employee on or after March 18, 2006 shall be a Member of this PIan as a
condition of his employment or office, as of the first day of City employment. An
Employee's acceptance of employment with the city shall constitute authorization
for the city to deduct contributions from the Earnings of the Employee in
accordance with Section 6.02. unless and until the Employee elects not to
participate in this Plan to Section 3.03.
6
3.03 Any person serving as an Elected Official, City Manager or City Attorney
shal! have the option to reject membership in this Plan, and to participate in
another plan that is approved by the City Commission. Any employee in a
classification within the AFSCME or GSA bargaining units who enter the service
of the City on or after March 18, 2006, and who would otherwise become a
Member of this Retirement Plan, shall have an irrevocable option to reject
membership in this Plan, and elect instead to participate in the Defined
Contribution Retirement System, until such time as a collective bargaining
agreement is ratified that provides for mandatory participation in this Plan.
3.04 An Employee shall cease to be a Member if he dies, retires, ceases to be
an Employee as defined in Section 2.13 herein for any other reason, or elects not
to participate in this Plan in accordance with Section 3.03.
3.05 Any Employee who previously elected to participate in the Defined
Contribution Retirement System, or a defined contribution retirement plan
established for employees of the Miami Beach Visitor and Convention Authority,
the Classified Plan, the Unclassified Plan or the City Pension Fund for Firemen
and Policemen, priorto March 18, 2006 shall have a one-time, irrevocable option
to transfer to this Plan by filing a written election with the Board within six months
from March 18, 2006, but in no event later than the last day of employment.
Employees who elect to participate in this Plan pursuant to this Section 3.5 may
purchase Creditable Service under the Plan for all or a portion of the period of
their participation in the Defined Contribution Retirement System, or a defined
contribution retirement plan established for employees of the Miami Beach Visitor
and Convention Authority, the Classified Plan, the Unclassified Plan or the City
Pension Fund for Firemen and Policemen, in accordance with Section 4.04.
Notwithstanding the foregoing, Employees in classifications within the AFSCME
and GSA bargaining units who previously elected to participate in the Defined
Contribution Retirement System, shall not be eligible to participate in this Plan
unless and until a collective bargaining agreement is ratified that provides for
such participation.
Section 4. Creditable Service
4.01 Each Employee who was a member of the Classified System or
Unclassified System and becomes a Member of this Plan on March 18, 2006
shall be credited with the same amount of creditable service under this Plan to
which the member was credited as of such date under the Classified System or
Unclassified System. A Member shal! be credited with creditable service for all
periods of service as an Employee on or after March 18, 2006 during which the
Member makes contributions to the Plan in accordance with Article 6. The
creditable service of a Member shall not include service prior to the date the
member elects to receive a refund of Accumulated Employee Contributions in
accordance with Section 5.9 (a).
4.02 A member who separates from City employment for active duty service in
the Armed Forces of the United States, the United States Merchant Marine or the
United States Coast Guard, voluntarily or involuntarily, shall be entitled to
creditable service under the Plan for the period of such service, provided:
(a) The Member must return to City employment within one (1) year
from the earlier of the date of military discharge or release from active
service, unless otherwise provided by the Uniformed Services
Employment and Reemployment Rights Act (USERRA), (P.L. 103-353).
(b) The Member is entitled to reemployment with the City under the
provisions of the Uniformed Services Employment and Reemployment
Rights Act (USERRA), (P.1. 103-353).
(c) The member pays into the Plan the amount of contributions that
would have been required had the Member remained continuously
employed by the City, based on the membe/s earnings on the date of
separation from City employment.
(d) The maximum amount of creditable service available under this
paragraph shall be five (5) years.
ln addition. for vears beqinninq after December 31. 2008. (i) an individual
receivino a differential waqe payment. as defined in Section 3401(hX2) of the
lnternal Revenue Code. shall be treated as an employee of the emplover makino
the pavment. (ii) the differential waoe pavment shall be treated as compensation,
and (iii) the plan shall not be treated as failino to meet the requirements of anv
provision described in Section 414(uX1XC) of the lnterna! Revenue Code bv
reason of anv contribution or benefit which is based on the differential waoe
oayment.
4.03
(a) A Member with five (5) or more years of creditable service may, at
any time prior to retirement, elect to purchase up to a maximum of two (2)
years of additional creditable service may at any time prior to retirement
elect to purchase a maximum of two years of additional creditable service
as provided in Section 4.03. Notwithstanding any provision of this Section
4.03, effective September 30, 2013, Members whose classification is
included in the CWA bargaining unit and Members who are not included in
any collective bargaining unit shall not be eligible to purchase additional
creditable service under this Section 4.03. Notwithstanding any provision
of this Section 4.03, effective September 30, 2013, Members whose
classification is included in GSAF bargaining unit shall not be eligible to
purchase additional creditable service under this Section 4.03.
Notwithstanding any provision of this Section 4.03, effective April 23,
2015, Members whose classification is included in the AFSCME
bargaining unit shall not be eligible to purchase additional creditable
service under this Section 4.03. The benefit multiplier that the Member is
earning at the time of the election to purchase additional creditable service
pursuant to this Section 4.03 shall be applied to the additional credited
service purchased. To be eligible to purchase additional creditable
service under this Section 4.03, a Member who previously elected to
participate in the Defined Contribution Retirement System (401(a) Plan)
must first purchase all available creditable service in accordance with
Section 4.4. An eligible Member may elect to purchase additional
creditable service under this Section 4.3 for any of the following types of
employment prior to the employee's date of hire by the City, provided that
the Member may not purchase such service if the Member has received or
will receive a pension benefit for the same period of employment under
another retirement plan:
1) Active duty military service in the Armed Forces of the
United States or the Coast Guard.2) Full-time employment with another governmental entity.
3) Full-time employment in the private sector performing the
same or very similar duties the employee is performing for the City
at the time of his/her election to purchase additional service.
(b) ln order to receive the additional creditable service, the Member
shall pay ten percent (1OYo\ of his/her annual rate of pensionable
Earnings, multiplied by the number of years and fractions of a year
purchased, up to a total of two years. For the purpose of this section, the
annual rate of pensionable earnings shall be the rate in effect on the date
of payment and shall include the annual amount of overtime pay for those
Members whose overtime pay is included in Earnings. Payment shal! be
made in a single lump sum to the Plan within six (6) months following the
date of the member's election to purchase the additional service.
Notwithstanding the preceding sentence, effective July 17, 2013,
Members whose classification is included in the CWA bargaining unit and
Members who are not included in any collective bargaining unit shall make
payment in a single lump sum to the Plan within twelve (12) months
following the date of the Members election to purchase the additional
service.
(c) For purposes of this Section 4.3, Members may use the value of
accrued sick and/or annual leave for the purchase of additional creditable
service, as follows. Accrued sick leave may be used at the rate of 2
hours of accrued sick leave for the value of each hour used toward the
purchase, provided that the Member must retain at least 120 hours of
accrued sick leave after the purchase. Annual leave may be used at the
rate of t hour of accrued annua! leave for the value of each hour used
toward the purchase. The total amount of sick and annual leave used for
the purchase of additional creditable service under this Section 4.03 shall
be deducted from the maximum amount of leave allowed for payout to the
Member upon termination of employment.
(d) Members may pay for some or all of the cost of additional
creditable service purchased pursuant to this Section 4.03 by direct
transfer or rollover of funds from a 401 (a) or 457 plan, provided the
401(a) plan or 457 plan permits such direct transfers.
(e) Notwithstanding the forgoing, Employees in classifications within
the AFSCME bargaining unit and the GSA bargaining unit shall not be
eligible to purchase additional creditable service under this Section 4.03
unless and until a collective bargaining agreement is ratified that provides
for such purchase.
(0 Amounts paid or transferred to this Plan for the purchase of
creditable service under this Section 4.03 shall be considered
accumulated employee contributions as that term is defined herein, and
Members shall be 1O0o/o vested in such amounts.
(g) Notwithstanding any other provision of this Section 4.3, in no event
may the maximum benefit percentage applicable to the member be
exceeded as the result of any purchase of creditable service.
4.04 Purchase of Creditable Service by Members Who Previously Participated
in the Defined Contribution Retirement System.
(a) Any Employee who previously elected to participate in the Defined
Contribution Retirement System (401(a) Plan) prior to March 18, 2006,
and who becomes a Member of this Plan on or after March 18, 2006, may
purchase Creditable Service under this Plan for all or a portion of the
period of their participation in the Defined Contribution Retirement System,
by paying into the Plan an amount equal to the sum of the required
employer and employee contributions to the Classified Plan or
Unclassified Plan (whichever plan in which the Member was eligible to
participate) for each fiscal year of service, or portion thereof, purchased,
as reflected in the actuarial valuation report for that year; plus interest at
the rate of 8.5 percent for Classified Employees and 9.0 percent for
Unclassified Employees, calculated from the end of each applicable fiscal
year through the date of payment. Notwithstanding the preceding
sentence, for any Creditable Service purchased pursuant to this
subsection (a) that relates to employment during the 2005-2006 fiscal
year, if full payment for such service is made on or before May 1, 2006,
the payment amount for such service shall be twenty percent (20Yo) of the
Employee's earnings for the period purchased, with no interest on the
amount paid for such service. ln any event, full payment all service
purchased pursuant to this subsection (a) must be made within six (6)
months from March 18, 2006 and cost estimates have been provided to
10
the Employee, but in no event later than the last day of employment. ln
the case of an employee who elects to transfer or rol! over assets from the
Defined Contribution Retirement System to purchase creditable service
pursuant to this subsection (a), the requirements of the preceding
sentence as to such assets shall be satisfied by the employee's
irrevocable authorization to transfer or roll over such assets, executed on
or before the last day of employment. Each employee electing this option
may purchase creditable service under this Plan for the period from the
date the employee entered the Defined Contribution Retirement System
through the effective date of membership in this Plan, or any portion
thereof. lf a Member elects to purchase less than the full period of
participation in the Defined Contribution Retirement System, the first
period of purchase shall be for the same fiscal year in which the Employee
was first authorized to purchase service pursuant to this subsection (a),
the second period of purchase shall be for the immediately preceding
fisca! year and so on, until the Member purchases the amount of
creditable service desired. A Member shall not be permitted to select
those years that result in the lowest purchase amount. Notwithstanding
any other provision of this Section 4.4, in no event may the maximum
benefit percentage applicable to the member be exceeded as the result of
any purchase of Creditable Service.
(b) Any Employee who previously elected to participate in a defined
contribution retirement plan established for employees of the Miami Beach
Visitor and Convention Authority, the Classified Plan, the Unclassified
Plan or the City Pension Fund for Firemen and Policemen, prior to March
18, 2006, and who becomes a Member of this Plan on or after March 18,
2006, may purchase Creditable Service under this Plan for all or a portion
of the period of their participation in such defined contribution retirement
plan on or after October 18, 1992, during which such Member was
employed on a regular basis for thirty (30) or more hours per week, by
paying into the Plan an amount equa! to the sum of the required employer
and employee contributions to the Classified Plan for each fiscal year of
service, or portion thereof, purchased, as reflected in the actuarial
valuation report for that year; plus interest at the rate of 8.5 percent
calculated from the end of each applicable fisca! year through the date of
payment. Notwithstanding the preceding sentence, for any Creditable
Service purchased pursuant to this subsection (b) that relates to
employment during the 2005-2006 fiscal year, if full payment for such
service is made on or before May 1, 2006, the payment amount for such
service shall be twenty percent (20Yo) of the Employee's earnings for the
period purchased, with no interest on the amount paid for such service. ln
any event, full payment for all service purchased pursuant to this
subsection (b) must be made within six (6) months after March 18, 2006
and cost estimates have been provided to the Employee, but in no event
later than the last day of employment. ln the case of a Member who
elects to transfer or roll over assets from a defined contribution retirement
11
plan established for employees of the Miami Beach Visitor and Convention
Authority, the Classified Plan, the Unclassified Plan or the City Pension
Fund for Firemen and Policemen to purchase creditable service pursuant
to this subsection (b), the requirements of the preceding sentence as to
such assets shall be satisfied by the Membe/s irrevocable authorization to
transfer or roll over such assets, executed on or before the last day of
employment. lf a Member elects to purchase less than the full period of
participation in the defined contribution retirement plan, the first period of
purchase shall be for the same fiscal year in which the Employee was first
authorized to purchase service pursuant to this subsection (b), the second
period of purchase shall be for the immediately preceding fiscal year and
so on, until the Member purchases the amount of creditable service
desired. A Member shall not be permitted to select those years that result
in the Iowest purchase amount. Notwithstanding any other provision of
this Section 4.4, in no event may the maximum benefit percentage
applicable to the Member be exceeded as the result of any purchase of
creditable service.
(c) A Member who elects to purchase creditable service under this
Section 4.4 may pay for such service in one or a combination of the
following manners:
1) Direct transfer or rotlover from the Defined Contribution
Retirement System, 457 plan or other eligible plan in accordance
with Section 12.3, provided the other retirement system or plan
permits such direct transfers or rollovers for the purchase of
creditable service under this Plan. The full value of assets,
including any outstanding loans, transferred from a Member's
account in the Defined Contribution Retirement System, or from a
defined contribution retirement plan established for employees of
the Miami Beach Visitor and Convention Authority, the Classified
Plan, the Unclassified Plan or the City Pension Fund for Firemen
and Policemen that permits such direct transfers or rollovers for the
purchase of creditable service under this Plan, will be credited
toward the purchase of creditable service under this Section 4.4. A
Member must pay off any loan balance existing at the time of
transfer from the Defined Contribution Retirement System, or from
a defined contribution retirement plan established for employees of
the Miami Beach Visitor and Convention Authority, the Classified
Plan, the Unclassified Plan or the City Pension Fund for Firemen
and Policemen, by making payments to this Plan in the same
manner and at the same rate of interest as the payments that were
made to the Defined Contribution Retirement System or defined
contribution retirement plan prior to the transfer. ln the event full
payment of all outstanding loan balances is not made prior to
termination of employment, the Member's creditable service shall
be adjusted to reflect the payments actually made.
12
Cash Payment.
3) A Member who is employed by the City at the time creditable
service is purchased pursuant to this Section 4.4 may use the value
of accrued sick and/or annual leave as follows. Accrued sick leave
may be used at the rate of 2 hours of accrued sick leave for the
value of each hour used toward the purchase, provided that the
Member must retain at least 120 hours of accrued sick leave after
the purchase. Annual leave may be used at the rate of t hour of
accrued annual leave for the value of each hour used toward the
purchase. The total amount of sick and annual leave used for the
purchase of additional creditable service under this Section 4.4
shall be deducted from the maximum amount of leave allowed for
payout to the Member upon termination of employment.
(d) Amounts paid or transferred to this Plan for the purchase of
creditable service under this Section 4.4, excluding any outstanding loan
balances, shall be considered accumulated employee contributions as that
term is defined herein, and Members shall be 100o/o vested in such
amounts.
(e) Notwithstanding any other provision of this Section 4.4, the
provisions of this Section 4.4 shall not apply to Employees within
classifications in the AFSCME and GSA bargaining units until a collective
bargaining agreement containing such provisions is ratified. lf a collective
bargaining agreement applying the provisions of this Section 4.4 lo
Employees within classifications in the AFSCME or GSA bargaining units
is ratified on or before April 1, 2006, for any Employee who purchases
Creditable Service purchased pursuant to subsection (a), above, that
relates to employment during the 2005-2006 fisca! year, and makes full
payment for such service within sixty (60) days following ratification of the
collective bargaining agreement, the payment amount for such service
shall be twenty percent (2oo/o) of the Employee's earnings for the period
purchased, with no interest on the amount paid for such service.
4.05 Purchase of Creditable Service by Members Who Previously had
Creditable Service Under the Classified Plan.
(a) Any Employee who was employed on March 18, 2006, and
becomes a Member of this Plan on or before September 18, 2006, and
who previously had creditable service under the Classified Plan but who
separated from employment as a Classified Employee prior to becoming
fully vested in the CIassified Plan, may purchase Creditable Service under
this Plan for all or a portion of the period of their creditable service under
the Classified Plan, by paying into the Plan an amount equal to the sum of
the required employer and employee contributions to the Classified Plan
for each fiscal year of service or portion thereof purchased, plus interest at
2)
0o494815-2 13
the rate of eight and one-half percent (8.5%) from the end of each
applicable fiscal year through the date of payment. Full payment must be
made within six (6) months after March 18, 2006.
(b) Notwithstanding the provisions of subsection (a), above, any
Employee who was employed on March 18, 2006 and becomes a Member
of this Plan on or before September 18, 2006, and who was promoted
from a classified position to an unclassified position with no break in City
service prior to March 18. 2006 and received a refund of member
contributions from the Classified Plan, may purchase Creditable Service
under this Plan for all or a portion of the period of their creditable service
under the Classified Plan, by paying into the Plan an amount equal to ten
percent (10%ol of their annual rate of pensionable Earnings, multiplied by
the number of years and fractions of a yeat purchased, plus interest at the
rate of 9.0% calculated from the end of each applicable fiscal year through
the date of payment. Full payment for Creditable Service purchased
pursuant to the preceding sentence must be made within six (6) months
from March 18, 2006.
(c) Notwithstanding any provision of this Section 4.05, this Section
4.05 shall have no application to persons employed by the Miami Beach
Visitor and Convention Authority, the Classified Plan, the Unclassified
Plan or the City Pension Fund for Firemen and Policemen on March 18,
2006.
4.06 Purchase of Creditable Service for Initial Probationary Period. Any
Member who did not receive credit under a City retirement plan, other than a
Section 457 plan, during their employment as a provisiona! or probationary
employee, ffioy, at any time prior to retirement, purchase Creditable Service
under this Plan for all or a portion of such provisional or probationary
employment, by paying into the Plan an amount equal to member contribution
rate in effect during the period of such provisional or probationary employment,
plus interest compounded annually based on the regular rate of interest in effect
at the time of the purchase. !f the member elects to purchase Credited Service
for less than the entire period of provisional or probationary employment, only the
most recent period of provisional or probationary employment shall be claimed.
Notwithstanding, any other provision of this Section 4.06, in no event may the
maximum benefit percentage applicable to the member be exceeded as the
result of any purchase of Creditable Service.
Section 5. Benefits
5.01 Normal Retirement
(a) Normal Retirement Date
1) Except as otherwise provided in this subsection (a), the
14
normal retirement date shall be the first day of the calendar month
coincident with or next following the attainment of age fifty-five (55)
and completion of five (5) or more years of creditable service.
2) Notwithstanding the provisions of paragraph (1), above, the
normal retirement date of a Member who became a member of the
Unclassified System prior to October 18, 1992 and was
continuously a member of the Unclassified System from that date
until March 18, 2006, shall be the first day of the calendar month
coincident with or next following the attainment of age fifty (50) and
completion of five (5) or more years of creditable service.
3) Notwithstanding the provisions of paragraph ('t), above, the
normal retirement date for Members in classifications within the
CWA (MBEBA) bargaining unit who entered the service of the City
prior to February 21, 1994 and who were Members of the Classified
Plan continuously from that date until March 18, 2006, shall be the
first day of the calendar month coincident with or next following the
attainment of age 50 and completion of five (5) or more years of
creditable service.
4\ Notwithstanding the provisions of paragraph (1), above, the
normal retirement date for Members in classifications within the
AFSCME bargaining unit who entered the service of the City prior
to April 30, 1993 and who were Members of the Classified Plan
continuously from that date until March 18, 2006, shall be the first
day of the calendar month coincident with or next following the
attainment of age fifty (50) and completion of five (5) or more years
of creditable service, unti! a collective bargaining agreement is
ratified that provides a normal retirement date in accordance with
paragraph (1), above.
5) Notwithstanding the provisions of paragraph (1), above, the
normal retirement date for Members in classifications within the
GSA bargaining unit or any Employee classified as "Other" who
entered the service of the City prior to August 1, 1993 and who
were Members of the Classified Plan continuously from that date
until March 18, 2006, shall be the first day of the calendar month
coincident with or next following the attainment of age fifty (50) and
completion of five (5) or more years of creditable service, until a
collective barghining agreement is ratified that provides a normal
retirement date in accordance with paragraph (1), above.
6) Notwithstanding the provisions of paragraph (1), above, the
normal retirement date for Members in classifications within the
AFSCME bargaining unit who entered the service of the City after
on or April 30, 1993, and Members in classifications within the GSA
15
(b)
bargaining unit who entered the service of the City on or after
August 1, 1993, shall be the first day of the calendar month
coincident with or next following the attainment of age sixty (60)
and the completion of ten (10) or more years of creditable service,
until a collective bargaining agreement is ratified that provides a
normal retirement date in accordance with paragraph (1), above.
7l Uoon attainment of the Member's normal retirement date as
orovided for in this subsection (a). the Member's benefits under this
Plan shall be fullv vested and nonforfeitable.
Normal Retirement Benefit
1) Except as otherwise provided in this subsection (b), the
normal retirement benefit shall be payable to a Member on or after
the norma! retirement date in an amount equal to three percent
(3%) of final average monthly earnings multiplied by creditable
service, up to a maximum of eighty percent (80o/o) of final average
monthly earnings.
2) Notwithstanding the provisions of paragraph (1) above, the
normal retirement benefit payable to Members in classifications
within the AFSCME bargaining unit who entered the service of the
City prior to April 30, 1993 and who were Members of the Classified
Plan continuously from that date until March 18, 2006, shall be
three percent (3%) of final average monthly earnings multiplied by
creditable service for the first fifteen (15) years of such service, and
four percent (4%) of final average monthly earnings multiplied by
creditable service for each year in excess of fifteen (15), to a
maximum of ninety percent (90%) of final average monthly
earnings.
3) Notwithstanding the provisions of paragraph (1), above, the
normal retirement benefit payable to Members in classifications
within the CWA (MBEBA) bargaining unit who entered the service
of the City prior to February 21, 1994 and who were Members of
the Classified Plan continuously from that date until March 18,
2006, shall be three percent (3%) of final average monthly earnings
multiplied by creditable service for the first fifteen (15) years of such
service, and four percent (4o/o) of fina! average monthly earnings
multiplied by creditable service for each year in excess of fifteen
(15), to a maximum of ninety percent (90%) of final average
monthly earnings.
4\ Notwithstanding the provisions of paragraph (1), above, the
normal retirement benefit payable to Members in classifications
within the GSA bargaining unit or any Employee classified as
16
"Othed' who entered the service of the City prior to August 1, 1993
and who were Members of the Classified Plan continuously from
that date until March 18, 2006, shall be three percent (3%) of final
average monthly earnings multiplied by creditable service for the
first fifteen (15) years of such service, and four percent (4%) of final
average monthly earnings multiplied by creditable service for each
year in excess of fifteen (15), to a maximum of ninety percent
(90%) of final average monthly earnings.
5) Notwithstanding the provisions of paragraph (1), above, the
norma! retirement benefit payable to a Member who became a
member of the Unclassified System prior to October 18, 1992 and
was continuously a member of the Unclassified System from that
date until March 18, 2006, shall be four percent (4%) of flnal
average monthly earnings multiplied by creditable service prior to
that date, and three percent (3%) of fina! average monthly earnings
multiplied by creditable service after that date, up to a maximum of
eighty percent (80%) of final average monthly earnings.
Notwithstanding any other provision of this Plan, in determining the
normal retirement benefit payable to Unclassified Employees,
earnings shall be as defined in Section 2.11 except that annua!
payments for unused leave (excluding annual or sick leave) shall
be included.
6) Notwithstanding the provisions of paragraph (1), above, the
normal retirement benefit payable to a Member who has served as
an Elected Official, City Manager or City Attorney shall be four
percent (4o/ol ol final average monthly earnings multiplied by the
number of years of creditable service as an Elected Official, City
Manager or City Attorney; and the percentage rate in effect under
the Classified System, Unclassified System or this Plan, as
applicable, for any other periods of City employment multiplied by
the number of years of creditable service in such employment; up
to a maximum of eighty percent (80o/o) of final average monthly
earnings. Notwithstanding any other provision of this Plan, in
determining the benefit payable under this paragraph (6), earnings
as an Elected Official, City Manager or City Attorney shall include
total W-2 compensation plus any other payments or allowances, up
to the limitations set fo(h in Section 401(a)(17) of the lnternal
Revenue Code and regulations promulgated thereunder.
Notwithstanding any other provision of this Plan, the normal
retirement benefit payable to a Member who has served as an
Elected Official and is subsequently employed, without a break in
service, by the City in another position as a member of this Plan for
a period of at least five additional years, shall be equal to the sum
of the retirement allowance payable based on the member's
creditable service and final average monthly earnings as an Elected
17
Official, plus the retirement allowance payable based on the
member's creditable service and final average monthly earnings for
the period of employment subsequent to service as an Elected
Official, up to a maximum of eighty percent (80%) of final average
monthly earnings during employment subsequent to service as an
Elected Official. ln the event a Member who has served as an
Elected Official and is subsequently employed, without a break in
service, by the City in another position as a member of this Plan for
a period of less than five additional years, such Member shall not
be entitled to a benefit from this Plan for the period of employment
subsequent to service as an Elected Official, but shall be entitled to
a refund of accumulated employee contributions for such period of
service.
5.02 Early Retirement
(a) Any Member who was a member of the Classified System and
became a Member of this Plan on March 18, 2006, may retire prior to the
normal retirement date and receive an early retirement benefit in
accordance with this Section 5.2. To be eligible for an early retirement
benefit, such Member must have attained age fifty (50), and the sum of
the Member's aftained age (last birthday) and complete years of creditable
service must not be less than seventy-five (75). The early retirement
benefit shall commence on the first day of the calendar month next
following receipt of written application therefor by the Board.
(b) The early retirement benefit shall be the actuarial equivalent of a
deferred benefit commencing on the Member's norma! retirement date and
computed in accordance with Section 5.1 on the basis of final average
monthly earnings and creditable service as of the date of retirement.
5.03 Partial Lump Sum Distribution. A Member who terminates City
employment and retires on or after the normal retirement date and on or after
March 18, 2006, shall have the option of receiving up to twenty-five percent
(25Yo) of the actuarial value of his/her normal retirement allowance in a lump sum
distribution. For example, if a member's normal retirement allowance is $2,000
per month, the Member may elect to receive, in lieu of such monthly benefit, a
monthly benefit in the amount of $1,500 per month plus a single lump sum
distribution equal to the actuarial value of the other $500 monthly benefit. The
lump sum distribution shal! be calculated using the same discount rate, mortality
rates and other assumptions and cost methods used in the most recent actuarial
valuation report for the Plan. The partial lump sum distribution option is
available only to Members who are eligible for a normal retirement allowance,
and is not available in connection with any other benefit payable under the Plan.
18
5.04 Vested Retirement Allowance
(a) Any Member who was a member of the Unclassified System and
became a Member of this Plan on March 18, 2006, with five or more years
of creditable service and whose service with the City is terminated prior to
the normal retirement date, shall be eligible for a refund of accumulated
employee contributions; or the member may elect to not receive the refund
but instead, in lieu of a refund of accumulated employee contributions,
apply for a vested retirement allowance in accordance with this Section
5.4.
(b) Any Member who was a member of the Classified System and
became a Member of this Plan on March 18, 2006, whose service with the
Cig is terminated voluntarily or involuntarily, prior to the date as of which
he would first become eligible for retirement on a normal or early service
retirement allowance shall be entitled, in lieu of a refund of his
accumulated employee contributions, to apply for a vested retirement
allowance in accordance with this Section 5.04.
(c) The vested retirement allowance payable under this Section 5.4
shall be a deferred allowance commencing on the earliest date as of
which a Member, with the years of creditable service upon termination of
employment, would first be eligible for normal retirement benefits, and
shall be equal to the amount computed in accordance with Section 5.1 on
the basis of the Membe/s final average monthly earnings and creditable
service at the time of termination, and the Member's age as of the date on
which payment of the allowance commences.
5.05 Disability RetirementAllowance
(a) Upon the written application of a Member or the City Manager, a
Member who has five (5) or more years of creditable service may be
retired by the Board on an ordinary disability retirement allowance on the
first day of a calendar month next following the granting of such
application; provided that the Physical Examiners, after a medical
examination of such Member, shall certify that the member is totally
incapacitated, mentally or physically, for the further performance of duty,
that such incapacity is not the result of habitual use of narcotics or alcohol,
misconduct, service in the Armed Forces, self-inflicted injury or disability
sustained through other employment, that such incapacity is likely to be
permanent and that such Member should be retired.
(b) Upon the written application of a Member or the City Manager, any
Member who has been totally and permanently incapacitated for the
performance of his duties as the natural and proximate result of an
accident occurring while in the actual performance of duty at some definite
time and place, without willful negligence on the member's part, may be
19
retired by the Board on a Service-connected disability retirement
allowance, and not on an ordinary disability retirement allowance, on the
first day of a calendar month next following the execution and granting of
such application; provided that the Physical Examiners, after a medical
examination of the Member, shall certify that the member is totally
incapacitated, mentally or physically for the further performance of duty,
that such incapacity is likely to be permanent and that he should be
retired.
(c) The disability retirement allowance payable to a Member retiring
under the provisions of this Section 5.05 shall be an amount computed as
a normal retirement benefit in accordance with Section 5.01, on the basis
of the Member's fina! average monthly earnings and creditable service at
the time of disability retirement; provided, that the amount of such
allowance shall be modified in accordance with the following subsections
(d) and (e).
(d)
1) The allowance payable to a disability Retirant prior to the
normal retirement date shall not be less than thirty-five percent
(35%) of his fina! average monthly earnings as of the date of
disability if an ordinary disability retirement allowance is payable,
and not less than sixty-five percent (65%) of such final average
monthly earnings if a service connected disability retirement
allowance is payable. Notwithstanding the foregoing, for Members
who are in classifications within the AFSCME bargaining unit and
who entered the service of the City prior to April 30, 1993, Members
who are in classifications within the CWA bargaining unit and who
entered the service of the City prior to February 21, 1994, Members
who are in classifications within the GSA bargaining unit and who
entered the service of the City prior to August 1, 1993, and
Members who are classified as "Othe/'who entered the service of
the City prior to August 1 , 1993, the minimum service connected
disability retirement allowance payable prior to such member's
normal retirement date shall be seventy-five percent (75%) of such
final average monthly earnings.
2) The allowance payable to a disability Retirant after the
normal retirement date shall be an amount computed as a normal
retirement benefit on the basis of the final average monthly
earnings and number of years of creditable service the Member
would have had if he had continued in service without interruption
until the normal retirement date at the maximum rate of pay in
effect at the time of his retirement for the classification from which
the Member retired, provided that such allowance shall not exceed
the amount payable to the Member as a disability retirement
20
allowance prior to the normal retirement date and shalt not be less
than the normal retirement benefit at the normal retirement date.
"Normal retirement date" as used in this Section 5.05 means the
date determined in accordance with Section 5.01(a) on the
assumption that the period of disability retirement is deemed to be
active service as an Employee for this purpose.
(e) Any amounts which may be paid or payable on account of disabilityto the Member or the Member's dependents under the Workers'
Compensation Act, exclusive of fixed statutory payments for the loss of
any bodily member, shall be offset against and payable in lieu of that part
of the disability retirement allowance provided under the Plan for the same
disability, in such equitable manner as the Board shall determine.
(0
1) During the period of disability retirement prior to the normal
retirement date, the Retirant's annual earnings from employment
(including self-employment) shall not exceed an amount which,
when added to the disability retirement allowance payments
received by him, would result in a combined earned income of one
hundred twenty-five percent (125Yo) of the maximum current salary
for the classification from which the member retired if he is
receiving a service-connected disability retirement allowance, or
one hundred percent (100%) of such maximum salary if he is
receiving an ordinary disability retirement allowance; otherwise
payments of the disability retirement allowance shall be withheld to
the extent that the combined earned income exceeds the maximum
permissible amount. The Member must agree at the time of
disability retirement, before any benefits are paid under the Plan, to
furnish annually to the Board, before May 1 of each year, a copy of
the Member's Federal lncome Tax return for the prior year, and any
other information which the Board may require. When the
Retirant's combined earned income exceeds the maximum
permissible amount determined on the basis of the maximum salary
as of January 1 of the prior year for the classification from which the
Member retired, future payments of the disability retirement
allowance shall be withheld until the tota! sum withheld equals the
amount by which the Member's combined earned income for theprior year exceeded the maximum permissible amount.
Restrictions on earnings shall not be applicable after the Retirant's
normal retirement date.
2) Notwithstanding the provisions of paragraph 1, above, any
member of the Classified System who became a Member of this
Plan on or after March 18, 2006, and who retires on a disability
retirement on or after July 1, 1995, shall be subject to the benefit
21
adjustments in this paragraph 2. During the period of such
Membe/s disability retirement, the Retirant's annual earnings from
employment (including self-employment) shall not exceed an
amount which, when added to the disability retirement allowance
payments received by him, would result in a combined earned
income of two hundred percent (200%) of the maximum current
salary for the classification from which the Member retired if the
Member is receiving a service-connected disability retirement
allowance, or one hundred percent (100%) of such maximum salary
if the Member is receiving an ordinary disability retirement
allowance; otherwise payments of the disability retirement
allowance shall be withheld to the extent that the combined earned
income exceeds the maximum permissible amount. The Member
must agree at the time of his disability retirement, before any
benefits are paid under the Plan, to furnish annually to the Board,
before May 1 of each year, a copy of the Member's Federal lncome
Tax return for the prior year, and any other information which the
Board may require. When the Retirant's combined earned income
exceeds the maximum permissible amount determined on the basis
of the maximum salary as of January 1 of the prior year for the
classification from which the Member was retired, future payments
of disability retirement allowance shall be withheld until the total
sum withheld equals the amount by which the Member's combined
earned income for the prior year exceeded the maximum
permissible amount.
3) The term "earned income" shall be defined by Section
43(cX2) of the lnternal Revenue Code to mean wages, salaries,
tips, and other employee compensation, plus the amount of the
taxpaye/s net earnings from self-employment for the taxable year
(within the meaning of Section M02(al of the lnternal Revenue
Code).
(g) Any Retirant who is receiving a disability retirement allowance shall
be subject, prior to the normal retirement date, to re-examination by the
Physical Examiners either upon request of the Retirant. The Board or the
City Manager, and the Physica! Examiners shall report their conclusions
as to the continuance of the incapacity. ln the event that such disability
shall not continue to incapacitate the Retirant for service acceptable to the
City, in accordance with requirements of the Human Resources
Department, the City Manager may require that such Retirant be returned
to active duty at work which is the same or of similar nature to the work he
performed prior to his incapacity, or returned to other work within the limits
of his mental or physical capacities, at a rate of compensation not less
than seventy percent (70%) of the pay to which he would have been
entitled at the time of the Member's return to active service for the grade of
service occupied by the Retirant prior to incapacity. Upon any such return
22
to active duty, the Retirant shal! be restored to service as a Member, the
disability retirement allowance shall be terminated, the Member shall
resume contributing to the Plan based on the earnings received upon
reemployment, and the period during which the member was receiving a
disability retirement allowance shall be included in creditable service for all
purposes of the Plan.
(h) lf any Retirant in receipt of a disability retirement allowance is found
by the Physical Examiners, prior to the normal retirement date, to be no
longer incapacitated but is not restored to service as a Member because
of the member's own refusal to accept employment offered in accordance
with the foregoing paragraph, the disability retirement allowance shall be
terminated, and the period during which the member was receiving a
disability retirement allowance shall in no event be added to the creditable
service acquired prior to the incapacity.
5.06 Active Service Death Benefits
(a) Upon receipt of evidence, satisfactory to the Board, of the death of
a Member who has three (3) or more years of creditable service, a
monthly pension shall be paid to the surviving spouse or domestic partner
of the deceased Member, provided that said spouse had been married to
the Member, or the domestic partnership has been registered for at least
one (1) year immediately prior to the date of his death. lf there is no
surviving spouse or domestic partner entitled to such pension, the pension
shal! be paid to the dependent child or children of the deceased Member,
divided in such manner as the Board in its discretion shall determine, to
continue unti! every such child dies or attains twenty-one (21) years of
age.
(b) The monthly pension payable to the person or persons entitled
thereto in accordance with the subsection (a), above, shall be equal to
one-half of the amount computed as a normal service retirement
allowance in accordance with Section 5.01, as though the date of the
Member's death were the normal retirement date, on the basis of the
Member's final average monthly earnings and creditable service at the
time of death; provided that, for members of the Classified System who
became members of this Plan on March 18, 2006, such pension shall not
be less than thirty percent (30%) nor more than forty percent (4OYo) of final
average monthly earnings; further provided that, in the case of a person
who became a Member of the Classified System prior to November
1,1976, if the Accumulated Employee Contributions credited to the
Member at the time of death are less than would have been credited to
him if he had contributed at the rate of six per centum (6%) of his earnings
from the time he became a participant under the predecessor system
governed by Ordinance No. 845, the pension computed in accordance
with the foregoing provisions of this paragraph shall be reduced by half of
004 94 8?5 - 2 23
the amount by which the retirement allowance of the deceased Member
would have been reduced if he were retiring on a normal or early service
retirement allowance as of the date of his death; and further provided that,
if the pension is payable to a spouse or domestic partner who is more than
fifteen (15) years younger than the Member, the pension shall be reduced
to an amount which is the actuarial equivalent, of the pension payable to
the spouse if said spouse or domestic partner were exactly fifteen (15)
years younger than the deceased Member. ln the event of the death of
the spouse or domestic partner after pension payments have commenced,
a pension computed in accordance with the foregoing sentence but prior
to any reduction because of the difference in the ages of the deceased
Member and the surviving spouse or domestic partner shall be paid to the
dependent child or children of the deceased Member under twenty-one
(21) years of age, divided in such manner as the Board in its discretion
shall determine, until every such child dies or attains twenty-one (21)
years of age.
5.07 Death Benefits after Retirement
(a) Upon receipt of evidence, satisfactory to the Board, of the death of
a Retirant, a monthly pension shall be payable to the surviving spouse or
domestic partner of the deceased Retirant, provided that the spouse had
been married to the Retirant or the domestic partnership was registered
on the date of retirement or termination of service, whichever occurred
first, and for a least one (1) year prior to such date; and further provided,
that if the Retirant had elected an option in accordance with Section 5.09
which was in effect at the time of his death, monthly benefits shall be
continued after his death, in lieu of benefits under this Section 5.07, in
accordance with the option.
(b) The monthly pension payable to the surviving spouse or domestic
partner of a deceased Retirant pursuant to the foregoing paragraph of this
Section 5.07 shall be equal to fifty percent (50%) of the retirement
allowance which would have been payable to the deceased Retirant if the
Retirant had been alive at the time of the monthly payment; provided, that,
if the surviving spouse or domestic partner is more than fifteen (15) years
younger than the deceased Retirant, such monthly pension shall be
reduced to an amount which is the actuarial equivalent of such pension for
a spouse exactly fifteen (15) years younger than the deceased Retirant.
(c) lf any such deceased Retirant is not survived by a spouse or
domestic partner entitled to a pension in accordance with the foregoing
paragraphs of this Section 5.07, or if the death of such a spouse or
domestic partner occurs after pension payments have commenced in
accordance with the foregoing paragraph, the pension which would
otherwise have been payable to a surviving spouse or domestic partner
eligible therefor and not more than fifteen (15) years younger than the
004948?5-2 24
deceased Retirant shall be payable to the dependent child or children of
the said deceased Retirant, if any, divided in such manner as the Board in
its discretion shall determine, to continue until every such child 1) marries
or dies, or 2) attains eighteen (18) years of age or twenty-two (22) years of
age in the case of a child who is a full-time student in high school or
college; provided that in the case of a physically or mentally disabled child,
the pension shall continue until the child recovers from the disability. As
used in this paragraph, a "physically or mentally disabled child" is one who
1) is unmarried, 2) is entitled to and receives a child's disability benefit
based upon determination by the Social Security Administration that the
child is unable to do any substantial gainful activity by reason of any
medically determinable physical or mental impairment which can be
expected to result in death or which has lasted or can be expected to last
for a continuous period of not less than twelve (12) months and 3) was
suffering from such impairment prior to attaining eighteen (18) years of
age (or twenty-two (221 years of age in the case of a child who was a full
time student in high school or college. Notwithstanding the foregoing, only
children who were dependent beneficiaries of the Retirant on the date of
retirement or termination of service, whichever is first, shall be eligible for
a pension under this paragraph.
(d) lf there are no pension benefits payable to a surviving or domestic
partner, child or children pursuant to paragraphs (a), (b) or (c) above, then
the aforementioned pension shall be paid to the dependent parent, if any,
of the deceased member. lf both parents are dependent, such benefit
shall be shared equally between them.
(e) Notwithstanding any provision of this Section 5.07 to the contrary,
in the event that an optional benefit had been elected by a Retirant in
accordance with Section 5.07, and such election is in effect at the time of
the Retirant's death, monthly benefits, if any, shall be payable after death
to the person designated as the contingent annuitant in accordance with
the optiona! election, and no benefits shall be payable as a result of the
death of the Retirant under this Section 5.07.
5.08 Death Benefits for Death Durino Qualified Militarv Service. ln the case of
a death or disabilitv occurrinq on or after Januarv 1. 2007. if a Member dies while
performino qualified militarv service (as defined in Section 414(u) of the lnternal
Revenue Code). the survivors of the Member are entitled to anv additional
benefits (other than benefit accruals relatino to the period of qualified militarv
service) provided under the Plan as if the Member had resumed and then
terminated emplovment bv the Citv on account of death.
5.oem
(a)
0049487S-2
Optional Benefits
ln lieu of the normal or early retirement benefits provided in
25
Sections 5.01 and 5.02, above, a Member may elect to receive an optional
benefit under this Section 5.09. The optional benefit is the actuarial
equivalent of the Member's normal or early retirement benefit. lf the
member's written election of an optional benefit is received by the Board at
least thirty (30) days prior to the date of commencement of retirement
benefits, the election of the optional benefit shall become effective on the
date the retirement benefit commences. lf such election is received by
the Board at any later date it shall become effective thirty (30) days after
the date the retirement allowance commences.
(b) A Member who elects an optional benefit must designate a
contingent annuitant to receive a benefit following the Member's death. A
Member may designate his/her spouse, domestic partner, child or any
other person who is Shown, on the basis of evidence satisfactory to the
Board, to be dependent upon or receiving substantial support from the
Member, as the contingent annuitant; provided, if the contingent annuitant
is a minor child, the retirement benefit shall not be payable under the
option after the death of the Member after the minor child attains twenty-
one (21) years of age. lf the designated contingent annuitant is the
Member's Spouse or domestic partner on the date of retirement or
termination of service, whichever occurred first, and for at least one (1)
year prior to such date, the monthly benefit payable under the option to
the Member and the surviving contingent annuitant shall be the actuarial
equivalent of the benefit which would have been payable in the absence of
the member's election to receive an optional benefit, aS a retirement
benefit to the Member after retirement and as a pension after the
Member's death to the surviving spouse or domestic partner in
accordance with Section 5.07; otherwise, the monthly benefit payable
under the option shall be the actuarial equivalent of the retirement
allowance payable only to the Member after retirement and prior to the
election of an optional benefit.
(c) The election of an optional benefit may not be revoked or changed
by the Member but, if the Member or the contingent annuitant designated
under the option dies prior to the date the option becomes effective, the
election shallthereby be revoked.
(d) A member may elect one of the following optional benefits:
Option 1. A reduced retirement benefit payable during the Member's life,
and after the Member's death the same monthly benefit shall be paid to
the Member's contingent annuitant for the contingent annuitant's lifetime;
or
Option 2. A reduced retirement allowance payable during the Member's
life, and after the membe/s death an allowance equal to two-thirds (2/3) of
the Member's reduced monthly allowance shall be paid to the contingent
26
annuitant for the contingent annuitant's lifetime.
5.1!5Sg Refund of Accumulated Employee Contributions
(a) A Member may elect in writing, in a form and manner determined
by the Board, upon ceasing to be an Employee for any cause other than
retirement or death, to receive in one sum the Accumulated Employee
Contributions credited to the Member.
(b) Upon receipt of a refund of accumulated employee contributions, all
creditable service shall be canceled, such creditable service shall not be
reinstated if the Member is reemployed by the City in the future, and the
Member shall be considered a new Member as of the date of
reemployment.
(c) Upon receipt of evidence satisfactory to the Board, of the death of a
Member prior to the commencement of retirement benefits, with no
surviving spouse, domestic partner or dependent children entitled to
receive a pension as provided in Section 5.05, the amount of the
Membe/s Accumulated Employee Contributions at the time of death shall
be payable in one sum to the Member's designated beneficiary if living,
otherwise to such Member's estate.
(d) Upon receipt of evidence satisfactory to the Board, of the death of a
Retirant who is not survived by a spouse, domestic partner or dependent
children entitled to a pension in accordance with Section 5.07, provided
the Member has not elected an optional benefit that has become effective,
any excess of Accumulated Employee Contributions at retirement over the
sum of the retirement benefit payments received shall be paid in one sum
to the Member's designated beneficiary if living, otherwise to such
Member's estate.
(e) Upon receipt of proof satisfactory to the Board, of the death of the
survivor of a Retirant and the contingent annuitant under an option, if an
option has been elected and has become effective, any excess of the
Retirant's Accumulated Employee Contributions at the time of retirement
over the sum of the benefit payments received shal! be paid to the
Retirant's beneficiary if living, otherwise to the estate of the survivor of
such Retirant and contingent annuitant.
(0 Upon receipt of proof satisfactory to the Board, that no further
benefits are payable as the result of the death of a Member prior to the
commencement of any retirement benefit, the excess, if any, of the
Accumulated Employee contributions at the time of his death over the
benefit payments received by the Member's spouse or domestic partner
and dependent children shall be paid in a single sum to the Member's
27
designated beneficiary if living, otherwise to such Member's estate.
(g) Upon receipt of proof satisfactory to the Board, that no further
benefits are payable as the result of the death of a Retirant, the excess of
the Retirant's Accumulated Employee Contributions at retirement over
benefit payments received by the Retirant, the Retirant's spouse or
domestic partner and dependent children shal! be paid in one sum to the
Retirant's designated beneficiary if living, otherwise to such Retirant's
estate.
(h) A Member's beneficiary for receipt of the single sum payments in
accordance with this Section 5.10 must have been designated by the
Member in writing and filed with the Board prior to the member's death. A
Member may designate more than one beneficiary for this purpose;
provided that in such event the Member must specify the manner in which
payments to the multiple beneficiaries shall be allocated, The Member
may also designate alternate beneficiaries with a specified order or
priorities for entitlement to single sum payments in the event of death. A
Member may change the designated beneficiary or beneficiaries by similar
written designation. A designation, revocation or change of the contingent
annuitant under an optional benefit may be made only as provided in
Section 5.09.
5J 15,10 Post Retirement Adjustments
(a) The benefits payable to Retirants and Pensioners on the effective
date of Ordinance 2006-3504, March 18, 2006, and the benefits
commencing in accordance with Ordinance 2006-3504 on or after such
date shall be continued without change except as increased in accordance
with this Section 5.11
(b) "lmprovement Factor" for the purpose of this Section 5.11 means
an increase of two and one-half percent (2.5Yo) per annum in retirement
allowances or pensions for each year commencing on October 1 following
the completion of 364 days after the commencement date of the
retirement allowance or, if applicable to pensions payable as the result of
the death of a Member prior to his retirement, one full year after the
commencement date of the pension. The lmprovement Factor shall be
compounded, and shall be applied to the retirement allowance or pension
payable as the result of the retirement, termination or death of a Member,
whichever is applicable.
(c) The return of a disability Retirant to employment with the City prior
to the normal retirement date in accordance with Section 5.05(9) shall be
governed by said Section 5.05(9). Return of such a person to
employment with the City after the normal retirement date, as defined in
Section 5.01(a), or after the date as of which he ceased to be entitled to a
28
disability retirement allowance pursuant to Section 5.05(h) shall be
governed by the provisions of Paragraph (a) or (b) of this Section 5.11,
whichever is applicable at the time of such return.
(d) Upon the death of a Retirant, the pension payable thereafter to his
dependent beneficiary shall be based on the retirement allowance payable
as of the date of such death, including the benefit improvements granted
in accordance with this Section 5.11, and on each October 1 subsequent
to such death the lmprovement Factor shall be applied to the then-current
retirement allowance.
5.12*41 Return to Active Service
(a) lf a former Member who is entitled to a vested retirement allowance
not yet payable returns to service with the City as an Employee before
such allowance has become payable, he shall again become a Member,
but benefits payable with respect to earnings and creditable service after
the Member's reemployment shall be based on the provisions applicable
to a Member whose employment with the City commences on the date of
reemployment. He shall contribute to the Plan at the rate required,
pursuant to Section 6.02, of Employees who become Members for the first
time. Creditable service rendered before and after the Member's return to
service shall be considered for the purpose of determining the benefit
payable; provided, in the event of the Member's subsequent termination of
employment for reasons other than death or retirement, only creditable
service rendered after reemployment shall be considered for the purpose
of determining entitlement to a vested retirement benefit based on service
rendered after reemployment. Upon subsequent retirement, the Member's
retirement benefit shall be equal to the sum of the amounts computed on
the basis of final average monthly earnings and creditable service with
respect to each period of service as an Employee; provided that the
retirement allowance shall not exceed the retirement allowance which
would have been payable if creditable service had been one period of
continuous service.
(b) Should a Retirant, other than a disability Retirant restored to
service in accordance with Section 5.05(h). be employed by the City as an
Employee, such Member's retirement benefit shall cease and the Member
shal! again become a Member of the Plan, but benefits payable with
respect to the Member's earnings and creditable service after
reemployment shal! be based on the provisions applicable to a Member
whose employment with the city commences on the date of
reemployment. The Member shall contribute at the rate required,
pursuant to Section 6.02, of Employees who become Members for the first
time. An amount equal to the excess, if ?I'ly, of the Member's
Accumulated Employee Contributions at the time of his retirement over the
amount of retirement benefits received shall be credited as Accumulated
29
Employee Contributions as of the date of reemployment. Creditable
service rendered before and after reemployment shall be considered for
the purpose of determining entitlement to a normal or early service
retirement allowance upon subsequent retirement. Upon subsequent
retirement, the Member's retirement allowance shall be equal to the sum
of the retirement allowance payable during the previous retirement,
adjusted actuarially, if reemployment is prior to the normal retirement
date, for the period from the date of reemployment to the date of
subsequent retirement or norma! retirement date, whichever occurs first,
plus the amount computed as a retirement allowance on the basis of final
average monthly earnings and creditable service for the period after the
last date of reemployment; provided that the total retirement benefit shall
not exceed the retirement allowance which would have been payable if all
years of creditable service had been a continuous period. lf an option had
been elected and in effect at the time of reemployment, the option shall
continue to be in effect after reemployment, with respect to the retirement
benefit payable prior to reemployment.
(c) The return of a disability Retirant to employment with the City prior
to the normal retirement date in accordance with Section 5.05(g) shall be
governed by said Section 5.05(g). Return of such a person to
employment with the City after the normal retirement date, as defined in
Section 5.05, or after the date as of which he ceased to. be entitled to a
disability retirement allowance pursuant to Section 5.05(h) shall be
governed by the provisions of Paragraph (a) or (b) of this Section 5.12,
whichever is applicable at the time of such return.
(d) Should a Pensioner be employed by the City in any capacity for
which regular compensation is paid, the Pension shall cease to be paid to
said Pensioner for the period of such employment, and such person shall
be subject to the provisions of this Ordinance as any other person
employed by the City. Upon termination of such employment, such
person shall elect to receive either the benefit to which he was previously
entitled as a Pensioner if still eligible therefore or the benefit, if any, to
which he is otherwise entitled on the basis of his membership in this Plan.
Effeetive Oeteber 27, 2907, a veluntary early retirement ineentive pregram
(ERIP) shall be established in aeeerdanee with the bllewing terms. The ERIP
Vears ef ereeitagle seru
terminate City empleyment and retire after all ERIP eligibility requirements; but
00{94875-2 30
Members whe eleet the ERIP shal! be equal te the pensien benefit aeerued by
5.13 A deferred retirement option plan (DROP) is hereby established for eligible
members as follows:
(a) Eligibility and participation:
1) A Member who attains the norma! retirement date shall be
eligible to participate in the DROP.
2) A Member's election to participate in the DROP shall be
irrevocable. A Member may participate in the DROP only once.
3) An eligible Member may participate in the DROP for a
maximum of thirty-six (36) months. Notwithstanding the preceding
sentence:
(a) Effective July 17, 2013, Members within classifications in
the CWA bargaining unit, who were hired prior to October 27,
2010, and Members not included in any collective bargaining
unit, who were hired prior to September 10, 2010, may
participate in the DROP for a maximum of sixty (60) months.
(b) Effective October 1, 2013, Members within classifications
in the GSAF bargaining unit, who were hired prior to July 14,
2010, may participate in the DROP for a maximum of sixty
(60) months.
4) An eligible Member who elects to participate in the DROP
must provide at least thirty (30) days' advance written notice to the
City of his or her election to participate in the DROP. A Member
who elects to participate in the DROP may elect to terminate DROP
participation and City employment sooner than the maximum
DROP period, with thifi (30) days' advance written notice to the
City.
5) Effective July 17, 2013, any Member within classifications in
the CWA bargaining unit, and any Member not included in any
collective bargaining unit, who previously executed an election form
entitling him/her to participate in the DROP for a period of less than
sixty (60) months and whose DROP period ceases between July 1,
2013 and July 16, 2016, shall have a one-time opportunity to submit
an inevocable amended election from provided by the Board, within
thirty (30) calendar days following the effective date of this ordinance,
extending his or her DROP period to a maximum of sixty (60) months
in total. Effective October 16,2013, any Member within classifications
31
in the GSAF bargaining unit, who previously executed an election
form entitling him/her to participate in the DROP for a period of less
than sixty (60) months and whose DROP period ceases between
October 16, 2013 and October 15, 2016, shall have a one-time
opportunity to submit an irrevocable amended election from provided
by the Board, within thirty (30) calendar days following the effective
date of this ordinance, extending his or her DROP period to a
maximum of sixty (60) months in tota!. Effective April 23, 2014, any
Member within classifications in the AFSCME bargaining unit, who
previously executed an election form entitling him/her to participate in
the DROP for a period of less than sixty (60) months and whose
DROP period ceases between Apri! 23, 2014 and April 22, 2015,
shall have a one-time opportunity to submit an irrevocable amended
election from provided by the Board, within thirty (30) calendar days
following the effective date of this ordinance, extending his or her
DROP period to a maximum of sixty (60) months in tota!.
(b) DROP plan features:
1) An eligible Member who elects to participate in the DROP will
be considered to have retired for purposes of the Plan upon entry
into the DROP, except that such Member shall be eligible to vote for
and serve as an Employee member of the Board of Trustees during
the DROP participation period. The Member's monthly retirement
benefit, determined in accordance with the Plan based on years of
creditable service and final average monthly earnings at the time the
Member enters the DROP, will be paid into the Member's DROP
account every month during the DROP period.
2) No Member contributions shall be required after a Member
enters the DROP, and the Member will not accrue any additional
creditable service or any additional benefits under the Plan after
entering the DROP. No City normal cost contributions shall be
required after a Member enters the DROP and DROP participants
shall be excluded from the covered payroll for the Plan.
3) A Member who elects to participate in the DROP shall not be
eligible for disability or preretirement death benefits under the Plan;
nor shall a Member be eligible for any post retirement adjustment
provided in Section 5.11 during the DROP participation period.
4) A Member who elects to participate in the DROP shall retain
the earned balance of annual and sick leave as of the date of entry
into the DROP, and shal! continue to earn annual and sick leave
during the DROP period, in accordance with applicable City
ordinances. Alternatively, at the time of entry into the DROP, a
Member may request full or partial payment of the earned balance of
32
annual and sick leave as of the date of entry into the DROP, up to the
maximum allowed by applicable City ordinances for employees who
terminate City employment, but reduced by the amount of annual and
sick leave used for the purchase of additional credited service under
Section 4.3, if any, at the Member's rate of compensation upon
entering the DROP; provided that the Member must retain at least 120
hours of accrued sick leave after any such payment. Upon termination
of City employment, a Member who has participated in the DROP
shall be eligible to receive payment for the earned balance of annual
and sick leave as of the date of termination, up to the maximum
allowed by applicable City ordinances for employees who terminate
City employment, but reduced by the amount of annual and sick
leave for which payment was received upon entry into the DROP, if
any; and further reduced by the amount of annual and sick leave
used for the purchase of additional credited service under Section
4.3, if any. ln no event shall payments for accrued annual or sick
leave be included in a member's Earnings for purposes of the Plan.
5) As a condition of participating in the DROP, the Member
must agree to terminate City employment at the conclusion of the
DROP period, and to submit an irrevocable letter of resignation
stating this prior to entering the DROP. A Member who elects to
participate in the DROP must also submit an irrevocable written
DROP election prior to entering the DROP on a form provided by
the Board. Notwithstanding the preceding sentence:
(a) Eligible Members who are participants in the DROP on July 1,
20'13, shall be given a one-time opportunity to submit an
irrevocable amended election form, as provided in Section 5.13 (a)
5., extending the DROP period to a maximum of sixty (60) months
in total.
(b) Eligible Members who are participants in the DROP on October
1, 2013, shall be given a one-time opportunity to submit an
irrevocable amended election form, as provided in Section 5.13 (a)
5, extending the DROP period to a maximum of sixty (60) months in
tota!. Notwithstanding the preceding sentence, eligible Members
whose classifications are covered by the AFSCME bargaining unit
who are participants in the DROP on April 23,2014, shall be given
a one-time opportunity to submit an irrevocable amended election
form, as provided in Section 5.13 (a) 5, extending the DROP period
to a maximum of sixty (60) months in total.
6) At the conclusion of the DROP period and upon termination
of City employment, the Member's monthly retirement benefit shall
be paid to the Member in accordance with the Plan. ln the event of
33
the Member's death during or at the conclusion of the DROP
period, a benefit may be payable in accordance with Section 5.07.
7) Participation in the DROP is not a guarantee of City
employment, and DROP participants will be subject to the same
terms and conditions of employment that are applicable to
employees who are not DROP participants.
8) During participation in the DROP, the Membe/s monthly
retirement benefit will be paid into the DROP account, and shall be
credited/debited with earnings/losses as provided herein. The
Member may direct that their DROP account be invested in any of the
investment options approved by the Board, on forms provided by the
Board. Any gains on the Membe/s DROP account investments shal!
be credited to the Member's DROP account; and any losses incurred
by the Member shall be deducted from the Member's DROP account
balance, and shall not be made up by the City or the Retirement Plan.
A Membe/s DROP account shall only be credited or debited with
earnings/losses while the Member is a participant in the DROP.
9) A DROP participant may designate a beneficiary or
beneficiaries for his/her DROP account on a form provided by the
Board.
10) Within thirty (30) days following a DROP participant's
termination of City employment or death, whichever occurs first, the
Member, or in the event of the Member's death the Membe/s
designated beneficiary, may submit a written election on a form
approved by the Board, to receive the Member's entire DROP
account balance, which shall be distributed to the Member (or in the
event of the Member's death, to the Member's designated
beneficiary or estate in accordance with paragraph (b)9., below) in
a cash lump sum, unless the Member elects to have all or any
portion of an eligible rollover distribution paid directly to an IRA or
eligible retirement plan specified by the Member in a direct rollover.
Any such direct rollover shall be processed in accordance with
Article 12 of the Plan. ln the event a Member or designated
beneficiary does not submit a written election to receive a
distribution of the Member's DROP account balance within thirty
(30) days following the Membe/s termination of City employment or
death, the Member's DROP account shall be maintained by the Plan
but shall not be credited with eamings/losses after thifi (30) days
following the Membe/s termination of City employment or death.
11) lf a DROP participant dies before his or her DROP account
is distributed, the participant's designated beneficiary shall have
the same rights as the participant with respect to the distribution of
34
the DROP account. lf the participant has not designated a
beneficiary, the DROP account balance shall be paid to the
Member's estate.
121 The Board of Trustees shall make such administrative rules
as are necessary for the efficient operation of DROP, but shall not
adopt any rule that is inconsistent with this Ordinance or the Plan.
13) The DROP shall be administered so that the Plan remains
qualified under the lnternal Revenue Service Code and in
compliance with applicable laws and regulations.
1+)
Ue estaglished in aee
have attained 25 er mere years ef ereditable serviee en er befere
ERIP must terminate City empleyment and retire after meeting all
The ameunt ef the retirement benefit payable te Members whe
retirement,
Limit under Section 415(b) of the lnternal Revenue Code.
Notwithstandinq anv other provisions of this Plan. the retirement
benefit of a Member shall be reduced to the extent that it exceeds
amounts specified in Section 415(b) of the lnternal Revenue Code.
For purposes of the application of Section 415(b). each Member's
compensation shall be determined in accordance with Section
1.415(c)-2 and shal! be defined as remuneration for services to the
Citv includino waqes. salaries. fees for professional services and
other amounts for personal services actually rendered in the
course of emplovment with the Citv to the extent that such
amounts are included in qross income (or to the extent amounts
would have been received and includible in oross income but for
an election under lnternal Revenue Code section 125(a), 132(fl(4).
402(eX3), 402(hX1XB), 402(k) or 457(b)). and compensation in
excess of the limitations set forth in Section 401(aX1il of the
lnternal Revenue Code, and requlations promulqated thereunder.
shall be disreoarded.
35
Section 6. Financing
6.01 Assets of Predecessor System
(a) All moneys, investments and assets of the Classified System and
Unclassified System as of March 18, 2006 shall become assets of this
Plan as of such date.
(b) The amount credited to each member of the Classified System and
Unclassified System as "Accumulated Employee Contributions" as of
March 18, 2006 shall be credited to each such Member under this Plan on
such date as Accumulated Employee Contributions.
6.02 Contributions by Members
(a) Each Member shall contribute to the Plan eight percent (8%) of
earnings, except as otherwise provided in this Section 6.02.
Notwithstanding the preceding sentence, effective July 14, z01A each
Member in a classification within the AFSCME an GSA bargaining units,
and each Unclassified and "Other" Member, sha!! contribute to the Plan
ten percent (10Yo\ of earnings, except as otherwise provided in this
Section 6.02. Notwithstanding the first sentence of this subsection (a),
effective November 27, 2010, each Member in a classification within the
CWA (MBEBA) collective bargaining unit shall contribute to the Plan ten
percent (10o/o') of earnings except as otherwise provided in this Section
6.02, and contingent on state approval of the actuarial impact statement
confirming a reduction in the City's annual required pension contribution
for fiscal year 2010-2011 associated with the penslon changes contained
in the 2009-2012 CWA collective bargaining agreement of at least
$1,000,050. The contributions made by each Member to the Plan shall be
deducted from the Member's Earnings and designated as Employer
contributions pursuant to section 414(h) of the lnterna! Revenue Code.
Such designation is contingent upon the contributions being excluded from
the Members' gross income for Federal lncome Tax purposes. For all
other purposes of the Plan, such contributions shall be considered to be
Member contributions.
(b) Notwithstanding subsection (a) above, all persons entering service
with the City prior to April 1, 1993 who are in the classifications within the
AFSCME bargaining unit; all persons entering service with the City prior to
February 21, 1994 who are in classifications within the CWA (MBEBA)
bargaining unit, and all persons entering service with the City prior to
August 1,1993 who are in classifications within the GSA bargaining unit or
classified as "Other" who were members of the Glassified Plan
continuously from the date they entered service with the City unti! March
18, 2006, shall contribute to the Plan ten percent (10%) of their earnings
throughout their service as a Member of this Plan. Notwithstanding the
36
preceding sentence, effective July 14, 2O1O each Member described in the
preceding sentence who is in a classification within the AFSCME or GSA
bargaining units shall contribute to the Plan twelve percent (12%\ of
earnings; and effective January 18, 2010, each Member described in the
preceding sentence, classified as "Other" shall contribute to the Plan
twelve percent (12%) of earnings. Notwithstanding the first sentence of
this subsection (b), effective November 27,2010, each Member described
in the first sentence of this subsection (b) who is in a classification within
the CWA (MBEBA) bargaining unit shall contribute to the Plan twelve
percent (12Yo) of earnings, contingent on state approval of the actuarial
impact statement confirming a reduction in the City's annual required
pension contribution for fiscal year 2010-2011 associated with the pension
change as contained in the 2009-2012 CWA collective bargaining
agreement of at least $1,000,050.
(c) Notwithstanding subsection (a), above, Members of the
Unclassified System who entered service with the City prior to October 18,
1992, were continuously members of the Unclassified System from that
date until March 18, 2006, and who became Members of this Plan on
March 18, 2006, shal! contribute to the Plan ten percent (10o/o\ of their
earnings. Notwithstanding the preceding sentence, effective January 18,
2010, each Member described in the preceding sentence shall contribute
to the Plan twelve percent (12%\ of earnings.
(d) Notwithstanding subsection (a), above, Members who are in
classifications within the CWA bargaining unit, members of the Classified
System who became Members of this Plan on March 18, 2006, and are
not in any bargaining unit, and members of the Unclassified System who
became Members of this Plan on March 18, 2006, who accrue the
maximum retirement benefit payable under the Plan and continue in City
employment, shall contribute to the Plan an amount equal to the
applicable percentage contribution in accordance with subsections (a), (b)
and (c), above, but such percentage shall be applied only to the amount of
earnings in excess of such Members' rate of earnings at the time the
member accrued the maximum retirement benefit payable under the Plan.
For example, if a Member with earnings of $2,000 each pay period attains
the maximum benefit percentage payable under the plan (80Yo or 90o/o,
depending on which cap applies to the member), the employee
contribution will cease until the member has earnings in excess of $2,000,
at which time the Employee contribution would be 10o/o (or 12o/o,
depending on the contribution rate that is applicable) of the excess over
$2,000. lf the member's earnings increase to $2,500 per pay period, the
Member would contribute $50.00 (at the 10% contribution rate) each pay
period. The limitation on member contributions provided in this subsection
shall apply to Members in classifications within the AFSCME and GSA
bargaining units upon ratification of a collective bargaining agreement that
provides for such limitation.
37
(e) Notwithstanding subsections (a) and (b) above, for members who
are in classifications within the AFCSME bargaining unit:
1) For Members hired prior to April 30, 1993, the employee
contribution shall be twelve percent (12o/o) of earnings effective July
14, 2010 through April 30, 2013; ten percent (10%) of earnings
effective May 1 , 2013 through April 23, 2014; and twelve percent
(12Yo) of earnings effective April 23, 2014.
2\ For Members hired on or after April 30, 1993 and before
September 30, 2010, the employee contribution shall be ten
percent (10%) of earnings effective July 14, 2010 through April 30,
2013; eight percent (8%) of earnings effective May 1 , 2013 through
April 23, 2014; and ten percent (10%) of earnings effective April 23,
2014.
3) For members hired on or after September 30, 2010, the
employee contribution shall be ten percent (10%) of earnings.
4) The employee contribution provided in paragraphs 1 . and 2.
above shall decrease by two percent (2o/o) of earnings when the
Plan actuary confirms that the City's annual required contribution to
the Plan is twenty-three and one-half percent (23.5Yo) of
pensionable payroll or less. The two percent decrease in the
employee contribution shall take effect on the same date as the
City's annual required contribution of twenty-three and one-half
percent (23.5Yo) of pensionable payroll or less.
6.03 Contributions by City
(a) lt is the intent of this Ordinance that the City contribute to the Plan
each year the amounts actuarially determined to be required, in addition to
contributions by Members, to cover the cost of the benefits provided by
the Plan. All administrative expenses shall be paid by the Plan. Effective
September 30, 2013, the City shal! annually contribute no less than the
net City'S "normal CoSt" Of the Plan. The net "norma! cost" iS the annual
cost of the Plan net of Member contribution assigned to the current Plan
year. lf the net City "normal cost" for any Plan year exceeds the City's
annual required contribution as determined in accordance with Part Vll,
Chapter 112, Florida Statutes, the excess shall be held in reserve as part
of Fund assets, designed as the pension stabilization fund, and shall be
used to offset the City's annual required contribution to any Plan year as
determined by the City. The pension stabilization fund shall be accounted
for separately and not included as assets of the Fund for Plan's valuation
purposes, and shall be annually credited or debited with gains and losses
38
at the same rate of return as the overall net market rate of return on Fund
investments.
(b) An actuarial valuation investigation of the Plan shall be performed
annually to determine the contribution payable by the City. On the basis
of regular interest and of such mortality and service tables as shall be
adopted by the Board of Trustees, the actuary shall determine,
immediately after making each valuation, the percentage of the
compensation of all Members required, in addition to contributions payable
by such Members, as contributions payable by the City to provide the
benefits of the Plan currently accruing to such Members; the rate per
centum so determined shall be known as the "Norma! Contribution Rate"
and the contributions based on this rate shall be known as "Normal
Contributions." tn addition, the actuary shall determine the paft of the
liabilities for benefits under the Plan not covered by assets in hand, future
contributions of Members and future normal contributions of the City and
this amount shal! be known as the "Unfunded Accrued Liability"; the
percentage of compensation of Members determined to be payable on
account of such liability shall be known as the "Accrued Liability
Contributions Rate". Also, the actuary shall determine the percentage of
compensation necessary to provide for payment of the administrative
expenses of the Plan and this rate shall be known as the "Administrative
Cost Rate". The actuary shall recommend on the basis of each valuation
a Normal Contribution Rate and an Accrued Liability Contribution Rate
and an Administrative Cost Contribution Rate.
(c) lt is the intention of this Ordinance that contributions be set at such
tevels, as recommended by the Actuary designated by the Board, as to
provide for a systematic amortization of any unfunded accrued liability
over a period of thirty (30) years from the date as of which such liability is
incurred.
(d) During the Plan year beginning October 1 ,2013, and at least once
every three years thereafter, there shall be an experience study of the
Plan's actuarial assumptions performed by the actuary selected by the
City. The actuary shall make recommendations for any changes and
assumptions based on the results of the experience study. ln the event
the Board of Trustees or Plan actuary disagrees with the recommended
assumption changes, the Board or Plan actuary shall present the basis of
their disagreement and justify any deviation from the recommended
assumptions to the City Commission.
(e) Effective September 30, 2013, the City shall require five, ten and
twenty year projections of required pension contributions as part of the
annual actuarial valuations for the Plan. These projections shall be based
on current actuarial assumptions for the Plan. The projections shall be
39
updated to reflect the cost of any proposed benefit enhancement before
the City Commission agrees to the enhancement. The cost of these
studies shall be funded separately from the annual contribution to the
pension plan.
6.04 Contributions by other Agencies. The Miami Beach Visitor and Convention
Authority, this Plan, the Classified Plan, the Unclassified Plan, and the City
Pension Fund for Firemen and Policemen shall contribute to this Plan the same
percentage of payroll rate as the City on behalf of employees who become
members of this Plan.
Section 7. Preservation of Benefits Plan
7.01 The Preservation of Benefits Plan adopted in Resolution No. 89-19808 is
incorporated herein and revised as set forth in this Article 7. The Preservation of
Benefits Plan is established as a qualified governmental excess benefit
arrangement pursuant to section 415(m) of the lnternal Revenue Code. The
Preservation of Benefits Plan is provided for the purpose of providing benefits to
a payee (Retirant or Beneficiary) of this Retirement Plan whose benefits would
otherwise be limited by section 415(b) of the lnternal Revenue Code.
7.02 A payee of the Plan shall participate in the Preservation of Benefits Plan
whenever his or her earned benefit under the Plan exceeds the benefit maximum
established under section 415(b) of the lnterna! Revenue Code. Participation in
the Preservation of Benefits Plan shall continue for as long as the payee's earned
benefit under the Plan is reduced by the application of the maximum benefit limit
under section 415(b) of the lnternal Revenue Code.
7 .03 On and after March 18, 2006, the City shall pay to each eligible payee of
the Plan who retires on or after such date, a supplemental benefit equal to the
difference between the amount of the payee's monthly retirement benefit which
would have been payable under the Plan if not for a reduction due to the
application of section 415(b) of the lnternal Revenue Code, and the reduced
monthly retirement benefit as paid to the payee. The Preservation of Benefits
Plan benefit shall be computed and payable under the same terms and
conditions and to the same person as would have applied under the Plan were it
not for the reduction resulting from the application of section 415(b) of the
lnternal Revenue Code.
7.04 The benefits paid under the Preservation of Benefits Plan shall not be
subject to execution, garnishment, attachment, or any other process of any court
with respect to a payee under the Preservation of Benefits Plan.
7.05 The Preservation of Benefits Plan shall be unfunded within the meaning of
the federal tax laws. No payee contributions or deferrals, direct or indirect, by
election or otherwise shall be made or allowed under the Preservation of Benefits
Plan.
40
7.06 The Preservation of Benefits plan shal! be administered by the City.
Benefits due under the Preservation of Benefits plan as determined by the City
Finance Director shal! be paid timely by the City. The Finance Director may
make modifications to the benefits payable under the preservation of benefits
plan as may be necessary to maintain compliance with section 415(m) and other
relevant sections of the lnternal Revenue Code. The Board of Trustees shal!
furnish to the City all records necessary for the administration of the Preservation
of Benefits Plan, including, but not limited to, the making of requisite calculations
and disbursements under the Preservation of Benefits Plan.
Section 8. Board of Trustees
8.01 The Plan created by this Ordinance shall be construed as a trust and shall
be administered by a Board of Trustees. The Board shall have the general
responsibility for the proper operation and management of the Plan and for
making effective the provisions of this Ordinance.
8.02 The Board shall consist of nine (9) persons, each of whom shall be
designated as a trustee, as follows:
(a) Three Membbrs of the Plan elected by Employees who are
Members of the Plan;
(b) Two (2) Retirants elected by the retired Members of the Ptan; and
(c) Four persons appointed by the City Manager;
8.03 The elected members of the Board of Trustees of the Classified System
shall continue to serve as the elected Trustees of this Plan for the remainder of
their terms. The City Manager may reappoint some or all of the Trustees who
were appointed to serve as Trustees of the Classified System, or may appoint
new Trustees to serve as appointed Trustees of this Plan. Elected Trustees shall
serve for three (3) year terms and the rules governing their election shall be as
prescribed by the Board. Appointed Trustees shall serve at the pleasure of the
City Manager.
8.04 Each trustee shall take an oath of office within ten (10) days after his
election or appointment. A trustee shall serve without compensation but shall be
reimbursed for any expenses incurred as the result of service as a trustee.
8.05 The Board shall annually elect from its membership a Chairman and a
Vice Chairman and shal! elect a Secretary from among the City Manager's
appointees. Each trustee shall be entitled to one (1) vote, and five (5) concurring
votes sha!! be necessary for a decision by the trustees at any meeting of the
Board.
8.06 The Board shall have, in addition to all other powers and duties arising out
of this Ordinance not otherwise specifically reserved or delegated to others, the
oo494B7 s -2 41
following specific powers and duties:
(a) Hold regular meetings at least quarterly in each year and special
meetings at such time as a majority of the Board or the Chairman may
deem necessary.
(b) Establish rules and regulations to implement the provisions of this
Ordinance, and formulate policy for the proper administration of the Plan
and the transaction of its business.
(c) Consider and pass on all applications for retirement and other
benefits, authorize the granting of atl retirement allowances, pensions and
lump sum settlements, and suspend any payment or payments, all in
accordance with the provisions of this Ordinance.
(d) Adopt from time to time service and mortality tables and the rate of
regular interest for use in actuarial calculations in connection with the
Plan.
(e) Submit to the City Manager on or before July 1 of each year an
estimate of the amount of appropriation required for the purpose of the
Plan for the following fiscal year. Any expenditure of the Board in excess
of the amounts appropriated by the City in any budget category must be
approved in advance by the City Manager and City Commission.
(0 Employment of such actuarial, legal or investment counsel or
specialized technical assistance as may be required for the efficient
operation of the Plan.
(g) Maintain accounts and records showing the fiscal transactions of
the Plan and keep in convenient form such data as may be necessary for
the actuarial valuations of the Plan; require from each person covered
under the Plan such information as shall be necessary for the proper
operation of the Plan; require the maintenance of adequate accounting
records which shall at all times reflect the financial condition of the Plan.
(h) Provide for the receipt of all payments made to the Plan and
records thereof, and cause them to be deposited immediately with the
custodian of the fund.
(i) Keep a permanent record of all proceedings of the Board which
shall be tape recorded and available for examination by any Member,
Retirant or Pensioner, or by any Officer of the City.
0) Designate for specified periods, or as occasion may require, three
(3) physicians who are not eligible for membership in the Plan as Physical
Examiners; such Physical Examiners shall arrange for, and conduct, all
physical and mental examinations required under this Ordinance, shall
42
investigate all essential statements and certificates in connection with
applications for disability retirement, and shall report in writing to the
Board their conclusions and recommendations upon all matters referred to
them.
(k) Be the legal custodian of all cash and securities of the Plan, invest
and reinvest all cash not required to meet current disbursements in
securities; and subject to the limitations of this Ordinance, the Board shall
have full power to hold, purchase, sell, assign, transfer and dispose of any
of the securities and investments as well as the proceeds of such
investments.
(l) Provide for certification on its behalf of all warrants issued in
accordance with actions of the Board authorizing payments for benefits,
expenses and investments out of funds belonging to the Plan, and provide
for certification on its behalf of all amounts required by the Plan to be
levied as taxes by the City.
(m) Cause a genera! investigation to be made by a Consulting Actuary,
at least once every three (3) years, and cause recommendations to be
furnished as a result of such investigation as to the actuarial tables and
rates of contributions to be used.
(n) Cause an audit of the affairs of the Plan to be made annually, with
interim quarterly reports by an independent Certified Public Accountant,
and submit a copy thereof to the City Manager as soon as possible after
the end ofeach fiscal year.
(o) Accept any gift, grant or bequest of any money or securities under
the terms designated by the grantor, or, if no special purpose or allocation
is specified, for credit to the funds of the Plan.
(p) Make availabte to Members, Retirants and Pensioners a financial
statement including a summary of the report of the Certified Public
Accountant, and issue to each Member, as soon as practicable following
the close of each fiscal year, an individual statement showing the
Accumulated Employee Contributions standing to his credit.
(q) Require the preparation of an annual report as of the close of each
fiscal year for submission to the City Commission; said report shall
embody, among other things, a financial balance sheet and a statement of
receipts and disbursements for the fiscal year, schedules of acquisitions
and sales or exchanges of investments, a statement of investments
owned at the close of the fiscal year and other pertinent financial and
operating data.
(r) Establish rules governing the election of the trustees as described
in Section 8.02 (a) and (b) anC{€}.
43
(s) May appoint an Administrator of such Pension PIan and
terms of employment of such Administrator who shall serve
pleasure of the Board.
Section 9. lnvestments
9.01 The assets of the Plan, in excess of the amount required to meet current
operations or pension and retirement payments, shall be invested in accordance
with the following paragraph.
The trustees sha!|, in acquiring, investing, reinvesting, exchanging, retaining,
selling and managing property for the benefit of the Plan, exercise the judgment
and care under the circumstances then prevailing, which men of prudence,
discretion and intelligence exercise in the management of their own affairs, not in
regard to speculation but in regard to the permanent disposition of their funds,
considering the probable income as well as the probable safety of their capita!.
Within the limitations of the foregoing standard, a trustee is authorized to acquire
and retain every kind of property, real, personal or mixed, and every kind of
investment specifically including, but not by way of limitation, bonds, debentures
and other corporate obligations, and stocks, preferred or common, which men of
prudence, discretion and intelligence acquire or retain for their own account and,
within the limitations of the foregoing standard, a trustee may retain property
acquired, without limitation as to time and without regard to its suitability for
original purchase.
9.02 All investments shall be clearly marked to indicate that they are a part of
the assets of the Plan, and to the extent possible they shall be so registered.
9.03 Transactions involving the sale of bonds and simultaneous purchase of
other bonds for substantially the same consideration may be treated as
exchanges rather than two separate transactions. No adjustments shall be made
in investment valuations for ordinary current market price fluctuations, but
reserves may be provided for anticipated losses upon redemption as determined
by the Board.
9.04 Except as otherwise herein provided, no trustee or employee of the Board
shall have any direct interest in the income, gains or profits of any investments
made by the Board, nor shall any such person receive any pay or emolument for
services in connection with any investment. Proof that any such person violated
any of these restrictions shall make such person guilty of a misdemeanor or
felony, as the case may be, and such person shall be punishable therefor as
provided by law.
9.05 Beginning January 1, 2010 the Board shall proceed to sell, redeem,
divest, or withdraw all publicly traded securities of any corporation or other
business entity conducting business with the countries of Sudan and lran, as
follows:
fix the
at the
44
(a) Sections 215.442 and 215.473, Florida Statutes, require the State
Board of Administration (SBA) to make its best efforts to identify
"Scrutinized Companies," as defined in section 215.473(t'), Florida
Statutes. The SBA has created a list of such companies ("scrutinized
companies list"), which state law requires be notified and ultimately
divested by the Florida Retirement System (FRS).
(b) The definition of "scrutinized company" as to Sudan generally
includes a company with business operations in Sudan with revenues or
assets linked to oil-related or power-production activities under certain
circumstances, is complicit in Darfur genocide, or the company supplies
military equipment within Sudan under certain conditions.
(c) The definition of "scrutinized company" as to lran general includes
a company with business operations that involve the Government of lran
or certain companies, and have revenues or assets linked to lran and
involve oil-related or mineral-extraction under certain cond itions.
(d) "Scrutinized company" also includes any company that is complicit
in the Darfur genocide.
(e) Notwithstanding any provision of this Plan to the contrary, the
Board, or its designee, shall annually survey all corporations or other
business entities in which the assets of the Retirement System are
invested in order to ascertain whether any of the assets of the Retirement
System are invested in a corporation or other business entity that is
appears on the SBA Scrutinized Companies List, as periodically amended.
(0 The Board, on or before the first day of January of each year, shall
make available to the public the findings of its survey.
(g) Notice of the provisions of this section shall be given to investment
managers for the Retirement System.
(h) The Board and its named officers or investment advisors may not be
deemed to have breached their fiduciary duty in any action taken to
dispose of any such security, and the Board shall have satisfactorily
discharged the fiduciary duties of loyalty, prudence, and sole and lexctusive
benefit to the members of the Plan and their beneficiaries if the actions it
takes are consistent with the duties imposed by section 215.473, Florida
Statutes and the manner of the disposition, if any, is reasonable as to the
means chosen.
(i) The divestiture of any security pursuant to this section must be
completed by September 30 of any year following identification of
Retirement System assets invested in a corporation or other business
entity appearing on the SBA Scrutinized Companies List.
45
Section 10. Administration
10.01 Pension Administrator
The Pension Administrator shall have responsibility for the administration
of the Plan. As such, he will have responsibilities which shall include, but not
necessarily be limited to, the duties specified in this Section 10.01.
(a) The Pension Administrator shall establish and maintain records on
a!! persons covered under the Plan.
(b) The Pension Administrator shall verify the amounts entered by the
Payroll Department as deductions for contributions by Employees to the
Plan and shall certify all payrolls on which such deductions are entered.
(c) The Pension Administrator shall receive applications for retirement
and other benefits, compute retirement allowances, pensions and lump
sum settlements, compute and credit interest to individual accounts and
make such analyses, computations and other determinations and records
as the Board may deem necessary for the efficient operation of the Plan.
(d) lt shall be the duty of the Pension Administrator to notify the Board
of any new Members, withdrawal of Members, applications for retirement
and lump sum payments, and such other personnel information as the
Board may require.
(e) The Pension Administrator shall maintain necessary records to
show receipts by payroll deductions, City contributions, donations and
investment returns, and to show disbursements for retirement allowances,
pensions and lump sum settlements. He shall also keep such other
financial records of the moneys and investments of the Plan as the Board
deems necessary.
(0 All payments from the funds of the Plan shal! be made by the
Pension Administrator only upon vouchers signed by the Chairman of the
Board of Trustees. A duly attested copy of a resolution of the Board
bearing on its face the specimen signature of the Pension Administrator
shall be filed as authority for making payments upon such vouchers. No
voucher shall be drawn unless it shall have been previously authorized by
resolution of the Board, except that the Board may, by resolution authorize
the Pension Administrator to issue vouchers for refunds of Accumulated
Employee Contributions in accordance with Section 5.10 and for minor
adjustments in contributions by Employees.
(g) For the purpose of meeting current disbursements, cash equal in
amount, as nearly as practicable, to the regular demands for the ensuing
46oo494A7 S -2
month shal! be kept available in deposit.
10.02 City Attorney
(a) The City Attorney shall serve as legal advisor of the Board when
requested to do so, and his services on behalf of the Board shall not be
compensated add itionally.
10.03 Legal Counse!
(a) The Board shall be vested with the authority to retain private legal
counsel for representation thereof.
(b) Counsel retained hereunder shall be subject to the approval of the
City Commission.
Section 11. General
11.01 The Assets of the Classified and Unclassified Systems as of March 18,
2006 shall become the assets of this Plan on such date. The assets of the Plan
shall be invested as one fund, and no particular person, or group of persons,
shall have any right in, or to, any specific security or propefi, or in or to any item
of cash, other than an undivided interest in the whole, as specified in the
provisions of this Ordinance.
11.02 All the funds of the Plan shall be held in trust for use in providing the
benefits of the Plan and paying its expenses not paid directly by the City;
provided that no part of the corpus or income of the funds shall be used for, or
diverted to, purposes other than for the exclusive benefit of members or their
beneficiaries under the Plan prior to the satisfaction of all liabilities for benefits
with respect to them or for the administrative expenses of the Plan. ln case of
termination of the Plan, or in the event of the discontinuance of contributions
thereunder having the effect of such termination, the rights of all members of the
Plan to benefits accrued to the date of such termination or discontinuance, to the
extent then funded, shall be nonforfeitable.
't 1.03 All retirement allowances, pensions, and other benefits payable under the
provisions of this Ordinance, and all accumulated credits of Employees in the
Plan sha!! not be assignable.
11.04 Any person who shall knowingly make any false statement, or shall falsify,
or permit to be falsified, any record or records of the Plan in any attempt to
defraud the Plan shall be guilty of a misdemeanor, and shall be punishable
therefor, upon conviction, by a fine of not more than One Thousand Dotlars
($1,000.00) or imprisonment for not more than ninety (90) days, or both, in the
discretion of the Court.
11.05 No provision of any ordinance, which provides wholly or partly, at the
47
expense of the City, for retirement allowances, pensions, or other benefits for
employees of the City, their widows or other dependents, shall apply to persons
covered by the Plan established by this Ordinance.
11.06 Any changes in contributions or benefits contained in this Ordinance shall
apply prospectively to Members who are employed by the City on March 18,
2006 who retire on or after such effective date, and to Members who enter the
service of the City after such effective date.
11.07 Effective as of March 18.2006, notwithstandino anvthino herein to the
contrarv. a member's benefits shall commence no later than April 1 of the
calendar vear followino the later of (a) the calendar vear in which he or she
attains aqe 70 % or (b) the calendar vear in which the member retires. All
distributions from the Plan shall conform to the reoulations issued under Section
401(aX9) of the lnternal Revenue Code. includinq the incidental death benefit
provision of Section 401(aX9XG) of the lnternal Revenue Code. Further. such
requlation shal! override any Plan orovision that is inconsistent with Section
401(aX9) of the lnternal Revenue Code.
11.08 Notwithstandinq anv other provision of this Plan to the contrary. a form of
retirement income pavable from this olan shall satisfu the followino conditions:
(a) lf the retirement income is oavable before the member's death:
1) lt shall either be distributed or commence to the member not
later than April 1 of the calendar year followino the later of the
calendar vear in which the member attains aoe 70 1/2. or the
calendar vear in which member retires:
2) The distribution shall commence not later than the calendar
vear defined above: and (a) shall be paid over the life of the
member or over the lifetimes of the member and spouse. issue or
dependent. or (b) shall be paid over the period extendins not
bevond the life expectancv of the member and spouse. issue or
dependent.
Where a form of retirement income pavment has commenced in
accordance with the precedinq paraoraphs and the member dies before
his entire interest in the plan has been distributed. the remainino portion of
such interest in the plan shall be distributed no less rapidlv than under the
form of distribution in effect at the time of the member's death.
(b) lf the member's death occurs before the distribution of his interest in
the plan has commenced. membe/s entire interest in the plan shall be
distributed within five vears of member's death. unless it is to be
distributed in accordance with the followinq rules:
't) The member's remainino interest in the Plan is pavable to his
004 94 875 - 2
spouse. issue or deDendent:
2) The remainino interest is to be distributed over the life of the
spouse. issue or dependent or over a period not extendino bevond
the life expectancv of the spouse. issue or dependent: and
3) such distribution beoins within one vear of the member's death
unless the member's spouse. is the sole desionated beneficiary. in
which case the distribution need not beoin before the date on which
the member would have attained aoe 70 1/2 and if the member's
spouse dies before the distribution to the soouse beoins. this
section shall be applied as if the soouse were the member.
Section 12. Rollover Distributions
12.01 Election by Distributee
This Article applies to distributions made on or after January 1, 1993.
Notwithstanding any provision of this Ordinance to the contrary that would
otherwise limit a distributee's election under this Article, a distributee may elect,
at the time and in the manner prescribed by the plan administrator, to have any
portion of an eligible rollover distribution paid directly to an eligible retirement
plan specified by the distributee in a direct rollover.
12.02 Definitions
For purposes of this Article, the following definitions shall apply:
(a) Eligible rollover distribution: An eligible rollover distribution is
any distribution of all or any portion of the balance to the credit of the
distributee, except that an eligible rollover distribution does not include:
any distribution that is one of a series of substantially equal periodic
payments (not less frequently than annually) made for the Iife (or life
expectancy) of the distributee or the joint lives (or joint life expectancies)
of the distributee and the distributee's designated beneficiary, or for a
specified period of ten years or more; any distribution to the extent such
distribution is required under Section 401(aXg) of the lnternal Revenue
Code; and the portion of any distribution that is not includible in gross
income.
(b) Eligible retirement plan: An eligible retirement plan is individual
retirement account described in Section 408(a) of the lnternal Revenue
Code, an individual retirement annuity described in Section 408(b) of the
lnternal Revenue Code, an annuity plan described in Section 403(a) of the
lnternal Revenue Code, an eligible deferred compensation plan described
in section 457(b) of the lnternal Revenue Code which is maintained by an
00494875 -2 49
eligible employer described in section 457(e)(1)(A) of the lnternal
Revenue Code and which agrees to separately account for amounts
transferred into such plan from this Plan, an annuity contract described in
section 403(b) of the lnternal Revenue Code, or a qualified trust described
in section 401 (a) of the lnternal revenue Code that provides or accepts
the distributee's eligible rollover distribution. Effective for distributions
made after December 31. 2001. an eliqible retirement plan shall also
mean an annuitv contract described in Section 403(b) of the lnternal
Revenue Code and an elioible plan under Section 457(b) of the lnternal
Revenue Code which is maintained bv a state. political subdivision of a
state. or anv aoency or instrumentalitv of a state or political subdivision of
a state and which aorees to separatelv account for amounts transferred
into such plan from this Plan. Hewever; in the ease ef an eligiblerellever
distributien te the surviving speuse er demestie partner' an eligible
annrJiry.
(c) Distributee: A distributee includes an Employee or former
Employee. ln addition, the Employee's or former Employee's surviving
spouse or domestic partner are distributees with regard to the interest of
the spouse or domestic partner. Effective as of January 1. 2008. an
Employee's or former Emolovee's non-spouse Beneficiary is a distributee
with reoard to the interest of the Employee or former Emplovee.
(d) Direct rollover: A direct rollover is a payment by the plan to the
eligible retirement plan specified by the distributee. Effective as of January
1. 2008. a non-spouse Beneficiary mav make a direct rollover only to an
"inherited" individual retirement account as described in Section 408(b) of
the lnternal Revenue Code. lf a non-spouse Beneficiarv receives a
distribution from the Plan. the distribution is not eliqible for a 60-day (non-
direct) rollover.
3. Rollovers or Transfers into the Fund. On or after March 18,2006, the
Plan wil! accept an eligible rollover distribution or direct transfer of distribution for
the purchase of credited service pursuant to Section 4.4 as follows:
(a) Transfers, Direct Rollovers or Member Rollover Contributions from
Other Plans. The Plan will accept either a direct rollover of an eligible
rollover distribution or a member contribution of an eligible rollover
distribution from a qualified plan described in section 403(a) of the Code,
from an annuity contract described in section 403(b) of the Code, or from
an eligible plan under section 457(b) of the Code, which is maintained by
a state, political subdivision of a state, or any agency or instrumentality of
a state or politica! subdivision of a state. The Plan will also accept legally
permissible Member requested transfers from eligible retirement plans.
(b) Member Rollover Contributions from 401 (a) Plans and IMs. The
00{9{8?5-2 50
plan will accept a member rollover contribution of the portion of a
distribution from qualified plan described in section a01 (a) of the Code, or
from an individual retirement account or annuity described in section
408(a) or 408(b) of the Code, that is eligible to be rolled over and would
otherwise be includible in the member's gross income.
Section 13. Employees hired on or after September 30, 2010
Notwithstanding any other provision of the Plan, for employees hired on or after
September 30, 2010, other than employees hired in classifications within the
CWA (MBEBA) bargaining unit, the provisions of the Miami Beach Employees'
Retirement Plan created by Ordinance 2006-3504, as subsequently amended,
shall be applicable, except as set forth in paragraphs (a) through (i.) below.
Notwithstanding any other provision of the Plan, for employees hired on or
after October 27, 2010 in classifications within the CWA (MBEBA) bargaining
unit, the provisions of the Miami Beach Employees' Retirement Plan created by
Ordinance 2006-3504, as subsequently amended, shall be applicable, except
as set forth in paragraphs (a) through (i.) below.
(a) The normal retirement date shall be age 55 with at least thirty (30)
years of creditable service, or age 62 with at least five (5) years of
creditable service.
(b) The early retirement date shall be the date on which the member's
age plus years of creditable service equal 75, with a minimum age of 55
(c) Final average monthly earnings shall be an average of the highest
five (5) years of employment.
(d) The benefit multiplier shall be 2.5o/o multiplied by the member's
years of creditable service, subject to a maximum of 80% of the member's
FAME.
(e) The retiree Cost of Living Adjustment shall be 1.5o/o per year, with
the first adjustment deferred to one year after the end of the DROP.
(0 The employee contribution shall be 10o/o ol salary.
(g) The standard form of benefit shall be a lifetime annuity.
(h) Members who separate from City employment with 5 or more years
of creditable service but prior to the normal or early retirement date shall
be eligible to receive a norma! retirement benefit at age 02.
(i) Employees shall be eligible to enter the DROP at the normal
retirement age specified in paragraph a, above, and may participate in the
DROP for a maximum of 5 years.
51
Section 14. Application to Members of the CWA bargaining unit who terminate
City employment following ratification of the 2003-2006 collective bargaining
agreement and before March 18, 2006
't4.0't. All provisions of this plan that are applicable to employees in
classifications within the CWA bargaining unit shall apply to such employees who
are employed on the date the 2003-2006 collective bargaining agreement
between the City and the CWA is ratified by the CWA bargaining unit and who
terminate City employment after that date, but prior to March 18, 2006, under the
following conditions:
(a) On or after February 1, 2006, the employee must submit a letter of
resignation/retirement to their respective Department Head and the City
Labor Relations Director providing a minimum of two (2) weeks notice,
(i.e., the employee will agree to work a minimum of ten (10) additiona!
working days (not including sick or annual leave time); and
(b) The employee will leave any accrued sick or annual leave time with
the City unti! they exercise any retirement options contained in this
ordinance; and
(c) Following the second reading of the this ordinance, the employee
will have a period not to exceed twenty (20) days to submit all changes
and any required monetary payments for the buyback and/or 401A
conversion to the Pension Office.
(d) ln the event that the election and/or full payment is not made within
the specified twenty (20) day time frame, there will no changes made to
the pension for that employee, and any accrued sick or annual leave shall
be paid to the employee.
Section 2. lncorporation by Reference of Resolution No. 2013-28290.
Resolution No. 2013-28290, accepting the recommendations of the
Finance and Citywide Projects Committee at its May 13,2013 meeting, to adopt
the Budget Advisory Committee's proposed policies and guidelines in order to
ensure long term pension reform, is incorporated herein by reference pursuant to
Ordinance No. 201 3-3806.
Section 3. Conflicts and Severability.
(a) All Ordinances, and parts of ordinances, in conflict herewith shall
be and the same, are hereby repealed.
52
(b) ln the event any article, section, paragraph, sentence, clause, or
phrase of this Ordinance shall be adjudicated invalid or unconstitutional, such
adjudication shall in no manner affect the other articles, sections, paragraphs,
sentences, clauses or phrases of this Ordinance, which shall be and remain in
full force and effect as fully as if the item so adjudged invalid or unconstitutional
was not originally a part hereof.
Section 4. Effective Date.
This Ordinance shalltake effectlhe 3O day of 3ia n e-,2015.
PASSED and ADOPTED this lo day of Jqne-2015.
(Ordinance Nos. 2006-3504, 2006-3530, 2007-3575, 2009-3626, 2009-3664,
2 0 1 0-3693, 20 1 0-37 06, 20 13-3806, 20 1 4-3837, 20 1 4-3864)
APPIPVED ASTO
FORM & LANGUAGE
& FOR EXECUIIONWtu;-AEL E.
53
r.-..-.or--
:: t9t5.20ls
MIAMIBEACH
City of Miomi Beoch, 1700 Convention Cenler Drive, Miomi Beoch, Florido 331 39, www.miomibeochfl.gov
COMMISSION MEMORANDUM
Mayor Philip Levine and Members the City
FRoM: Jimmy L. Morales, City Manager
DATE: June 10,2015
SUBJECT: AN ORDINANCE OF THE MA CITY COMMISSION OF THE GITY OF MIAMI
BEACH, FLORIDA, AMENDING AND RESTATING THE MIAMI BEACH EMPLOYEES'
RETIREMENT PLAN CREATED BY ORDINANCE NO. 2006.3504, AS
SUBSEQUENTLY AMENDED, BY AMENDING SECTIONS 2,4,5,11, and 12 OF THE
PLAN TO COMPLY WITH APPLIGABLE PROVISIONS OF THE INTERNAL REVENUE
CODE AND REGULATIONS THEREUNDER, AND DELETING OUTDATED
LANGUAGE; PROVIDING FOR SEVERABILITY; REPEALING ALL ORDINANCES lN
GONFLICT THEREWITH; AND PROVIDING AN EFFECTIVE DATE.
SECOND READING, PUBLIC HEARING
HISTORY/BACKGROUND
The attached Ordinance is sponsored by Commissioner Deede Weithorn and provides
amendments to the Miami Beach Employees' Retirement Plan (MBERP) in order for the Plan to
comply with the applicable qualification standards under lnternal Revenue Code (lRC) section
a01(a) and for the Plan to retain its qualified status. The Ordinance makes various technical
amendments to the MBERP to comply with IRC qualification standards for a retirement plan. As
noted in the attached Memorandum from pension counsel, the proposed amendments are required
by the IRC and !nternal Revenue Service (lRS) regulations for the Plan to retain its qualified status.
ANALYSIS
A summary of the proposed changes to the Plan is set forth in pension counsel's attached
Memorandum.
ln addition to the technical amendments required for IRC and IRS compliance, the
Ordinance provides a restatement of the entire Plan in one document, pursuant to pension counsel's
recommendation, to reflect all ordinance amendments to the Plan that have been adopted since the
Plan was established in 2006.
Agenda ltem R56-
Date 6-M'l{
Commission Memorandum
June 10,2015
MBERP Ordinance
Page2 ol2
FINANCIAL IMPACT
The City's pension counsel has opined that the amendments should not result in any fiscal
impact to the Plan or to the City. The actuarial impact statement is attached.
T:!AGENDA\201SUune\l-luman Resources\Comm Memo MBERP Miami Beach Employees'Retirement Plan.doc
TO:
FROM:
DATE:
RE:
LEWIS, LONGMAN & WALKER, P.A.
ATTORNIYS AT LAW
ReplY To: TALLAHASSEE
MEMORANDUM
RaulJ. Aguila, City Attomey
City of Miami Beach
Jim Linn and Jennifer Cowan
May 18, 2015
Miami Beach Employees' Retirement Plan - Internal Revenue Code Compliance
Amendments
As requested, we have reviewed the proposed amendments to the Miami Beach Employees'
Retirement Plan enclosed with Robert Friedman's letter of February 2,2015. In our opinion, the
proposed amendments are required by the Intemal Revenue Code and IRS regulations, in order-for
the Plan to retain its qualified status and receive a favorable determination letter from the
IRS.
The amendments are technical in nature, and include the following provisions:
o Revised definition of "actuarial equivalent" (section 2.02). The revised definition
incorporates the specific interest rate and mortality assumptions now used for the plan.
o Incorporation of IRS regulations on "differential wage payments" (section 4.02).
"Differential wage payments" are payments made by an employer to an employee who is
on active duty in the U.S. uniformed services for more than 30 days. Differential wage
payments are required to be counted as part of the employee's pensionable earnings.
Section 3401(h) was added to the Intemal Revenue Code by section 105(a) of the
"HEART Act" (Heroes Earnings Assistance and Relief Tax Act of 2008).
o A provision incorporating the Internal Revenue Code requirement that upon a member's
attainment of the normal retirement date the member's benefits under the plan are fully
vested and non-forfeitable (section 5.01 (a)7).
o A provision incorporating Intemal Revenue Code requirements concerning death benefits
payable to a member who dies during qualified military service (section 5.08). Section
Teupl Blv
l00l 3'd Avenue West
Suite 670
Bradenton, FL 34205
(94 l ) 708.4040
Fax:(941)708-4024
JACKSONVILLE
245 Riverside Avenue
Suite 150
Jacksonville, FL32202
(904) 353-64r0
Fax: (904,3$-7619
Helping Shape Florida's Futureo
TALLAHASSEE
2600 Centennial Place
Suite 100
Tallahassee, F L )2308-057 2
(8s01222-s702
Fax: (E50\224-9242
www.llw-law.com
WEST PALM BEACH
I 700 Palm Beach Lakes Blvd
Suile 1000
West Palm Beach, FL 33401
(s6l) 5&-0820
Fax: (561 ) 640-8202
May 18,2015
Page2
a0l(aX37) of the Internal Revenue Code (also added by the "HEART Act), requires that
qualified retirement plans provide that, in the case of a member who dies while
performing qualified military service, the member's survivors are entitled to the death
benefits provided under the employer's plan as if the member resumed employment and
then terminated employment on account of death.
o Deletion of outdated language concerning the 2007-08 early retirement incentive program
(sections 5.12 and 5.13(b)14).
o A provision incorporating the maximum benefit limitations of Section 415, and the
maximum compensation limits of Section a0l(a) (17) of the Internal Revenue Code
(section 5.13(b)15). Section 415 contains maximum limits on retirement benefits paid
from a qualified plan, and Section 0l(a)(17) provides a maximum limit on the amount
of compensation that may be used to calculate benefits. The current maximum annual
benefit for defined benefit plans under Section 415 is $210,000 payable atage 62; and the
current maximum annual compensation amount is $265,000.
o Provisions incorporating Internal Revenue Code requirements concerning the
commencement and payment of benefits (sections I I .07 and I 1.08). The IRC requires
that benefits commence no later than April I of the calendar year following the year a
member attains age 70 and one-half, or the year the member retires, whichever is later.
The IRC also contains rules goveming the payment of benefits to a member's spouse,
issue or dependent following the death of a member.
. Provisions incorporating Internal Revenue Code requirements distributions and rollovers
from the plan (section 12.02). These provisions allow rollovers from the fund to 403(b)
and 457(b) defined contribution plans, and provide special rules for distributions to non-
spouse beneficiaries.
The ordinance also reflects our recommendation that the retirement plan be restated to
incorporate all amendments that have been adopted since the plan was established in 2006 in one
document. AII the ordinances creating and amending the plan are listed at the end of the
ordinance.
An lntemal Revenue Service "determination letter" is issued by the IRS in response to a request
as to the qualified status of a retirement plan under IRC section 401(a). The determination letter
expresses the Service's opinion regarding the form of the plan, and applies only to the employer
and the plan participants on whose behalf it was issued. The IRS issued a favorable
determination letter for the Miami Beach Employees' Retirement Plan on October 15, 2014,
conditioned on adoption of the amendments contained in this ordinance.
While public employers that sponsor retirement plans are not required to apply for a
determination letter, receiving a favorable determination letter provides documentation that the
plan satisfies the applicable qualification standards.
May 18,2015
Page 3
There are several legal and practical advantages to obtaining a determination letter. One legal
advantage is that an IRS determination letter provides a definitive analysis of whether a plan is
qualified. It also provides the basis for retroactive relief if the Service later changes its position.
One practical advantage of obtaining a determination letter is that the City's auditors will be less
likely to question the qualified status of the Plan.
We have prepared an ordinance incorporating the IRC compliance amendments. The
amendments are technical in nature, and should not result in additional cost to the Plan or the
City.
In accordance with section 112.63(3), Florida Statutes, an actuarial impact statement will need to
be prepared before the IRC compliance ordinance is adopted on second reading.
Please let us know if you have any questions.
GRS Gabriel Roeder Smith & Company
Consultants 6c Actuaries
One East Broward Blvd.
Suirc 505
Ft. Lauderdale, FL 33301-1804
ATTACHMENT
954.527.1616 phone
954.525.0083 fax
www, gabrielroeder.com
May 29,2015
Mr. Rick Rivera
Pension Administrator
City of Miami Beach Employees'
Retirement Plan
1700 Convention Center Drive
Miami Beach, Florida 33139
Re: City of Miami Beach Employees'Retirement Plan
Dear Rick:
As requested, we have reviewed the attached draft ordinance for the City of Miami Beach
Employees' Retirement Plan which would amend the Plan as follows:
r Amends Section 2.02, Definition of Actuarial Equivalent" to speci& the assumptions used
for actuarial equivalence are based on an 8% interest rate and the RP 2000 Combined
Healthy Participant Mortality Tables with a blending of 65Yo male rates and 35% female
rates.. Adds language to Section 4.02, Creditable Service, related to differential wage payments to
comply with the Intemal Revenue Code.. Adds language to Section 5.01(a), Normal Retirement Date, to cluify that benefits are fully
vested and non-forfeitable upon attainment of Normal Retirement eligibility.
. Adds Section 5.08, Death Benefits for Death During QuaIfied Military Service, to provide
certain.survivor benefits for members who die while performing Qualified Military Service
under the Uniformed Services Employment and Reemployment Rights Act (USERRA).
r Removes Section 5.12, Early Retirement Incentive Program, for the ERIP which ended
January 25,2008.r Removes language from Section 5.13(b), DROP Plan Feattres, related to the Early
Retirement lncentive Program which ended January 25, 2008.
. Adds language to Section 5.13(b), DROP Plan Features, regarding limitations on benefits in
accordance with Intemal Revenue Code Section 415 and Regulations thereunder.
. Adds Sections I1.07 and I1.08 to comply with tntemal Revenue Code Section a0l(aX9).
. Adds language to Section 12, Rollover Distributions, to update definitions and provisions
related to eligible rollover distributions.
Under USERRA, if a member dies or becomes disabled while in the military, the Plan would
provide certain benefif. The value of these benefits would result in an actuarial loss in the year in
which the death or disability occurred. Because of the very low probability that this provision will
be utilized, we do not feel that an estimate for advanced funding is necessary-
Mr. Rick Rivera
May 29,2015
Page2
In our opinion, these changes will not have a significant actuarial impact on the cost of the
Retirement System. Therefore, it is our opinion that a formal Actuarial Impact Statement is not
required. However, we recommend that you send a copy of this letter and the ordinance to the
Bureau of Local Retirement Systems.
The undersigned is a member of the American Academy of Actuaries and meets the Qualification
Standards of the American Academy of Actuaries to render the actuarial opinions contained herein.
The undersigned actuary is independent ofthe plan sponsor.
We welcome your questions and comments.
Sincerely yotrs,
wtilli^L LqW
Melissa R. Algayer, EA, MAAA
Consultant & Actuary
MA/ib
Enclosue
Circular 230 Notice: Pursuant to regulations issued by the IRS, to the extent this communication
(or any attachment) concerns til( matters, it is not intended or written to be used, and cannot be
used, for the purpose of (i) avoiding tax-related penalties under the Internal Revenue Code or (ii)
marketing or recommending to another party any tar<-related matter addressed within. Each
taxpayer should seek advice based on the individual's circumstances from an independent ta,x
advisor.
This communication shall not be constnred to provide tax advice, legal advice or investment advice.
Gabriel Roeder Smith 6r Company
.':i*
>.L
LEWIS, LONCMAN & WALKER, P.A.
AITORNIYSAl'LAW
ReplvTo: TelLaHesser
MEMORANDUM
TO: Raul J. Aguila, City Attorney
City of Miami Beach
FROM: Jim Linn and Jennifer Cowan
DATE: May 14,2015
RE: Miami Beach Employees' Retirement Plan - Internal Revenue Code Compliance
Amendments
As requested, we have reviewed the proposed amendments to the Miami Beach Employees'
Retirement Plan enclosed with Robert Friedman's letter of February 2,2015. In our opinion, the
proposed amendments are required by the Intemal Revenue Code and IRS regulations, in order
for the Plan to retain its qualified status and receive a favorable determination letter from the
IRS.
The amendments are technical in nature, and include the following provisions:
o Revised definition of "actuarial equivalent" (section 2.02)o A reference to IRS regulations on differential wage payments (section 4.02).o A provision incorporating Intemal Revenue Code requirement that upon a member's
attainment of the normal retirement date the member's benefits under the plan are fully
vested and non-forfeitable (section 5.0 I (a)7).o A provision incorporating Internal Revenue Code requirements concerning death benefits
payable to a member who dies during qualified military service (section 5.08).o Deletion of outdated language concemingthe2A0T-08 early retirement incentive program
(sections 5.12 and 5.13(b)14).o A provision incorporating the maximum benefit limitations of Section 415 of the Internal
Revenue Code (section 5.13(b)15).o A provision incorporating Internal Revenue Code requirements conceming the
commencement of benefits (section I1.07).
TAMPA BAY JACKSOT{VILLE
l00l 3d Avenuc west 245 Rivenide Avenue
Suite 670 Suile 150
Helping Shope Florido's Futureo
TALLAHASSEE
2600 Centennial Place
suire 100
(850)222-s702
Fax: (850) 224-9242
www.llw-law.com
WESTPALM BSICH
1700 Pdm Beach Lakes Blvd
Suite 1000
Bradenton, FL 34205 Jacksonville, FL32202 Tallahassee, FL 3230E-05?2 West Palm Beach, FL 33401
(941) 708-4040 (904) 353-6410 (56r) 640-0120
Fax: (561) &0-t202Fax: (941) 7084024 Fax: (9M) 353-7519
May 14,2015
Page2
o Provisions incorporating Internal Revenue Code requirements distributions and rollovers
from the plan (section 12.02).
The ordinance also reflects our recommendation that the retirement plan be restated to
incorporate all amendments that have been adopted since the plan was established in 2006 in one
document. All the ordinances creating and amending the plan are listed at the end of the
ordinance.
An Internal Revenue Service "determination letter" is issued by the IRS in response to a request
as to the qualified status of a retirement plan under IRC section 401(a). The determination letter
expresses the Service's opinion regarding the form of the plan, and applies only to the employer
and the plan participants on whose behalf it was issued. The IRS issued a favorable
determination leffer for the Miami Beach Employees' Retirement Plan on October 15,2014,
conditioned on adoption of the amendments contained in this ordinance.
While public employers that sponsor retirement plans are not required to apply for a
determination letter, receiving a favorable determination letter provides documentation that the
plan satisfies the applicable qualification standards.
There are several legal and practical advantages to obtaining a determination letter. One legal
advantage is that an IRS determination letter provides a definitive analysis of whether a plan is
qualified. It also provides the basis for retroactive relief if the Service later changes its position.
One practical advantage of obtaining a determination letter is that the City's auditors will be less
likely to question the qualified status of the Plan.
We have prepared an ordinance incorporating the IRC compliance amendments. The
amendments are technical in nature, and should not result in additional cost to the Plan or the
City.
In accordance with section 112.63(3), Florida Statutes, an actuarial impact statement will need to
be prepared before the IRC compliance ordinance is adopted on second reading.
Please let us know if you have any questions.
E!i$Ei
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a Citv Pension Fund for Firefighters and Police Officers Actuarial
-Valuation as of October t. 2016
CITY PENSION FUND FOR
FIREFIGHTERS AND POLICE
OFFICERS IN THE CITY OF MIAMI
BEACH
ACTUARIAL VALUATION AS OF OCTOBER 1, 20T6
o
o
€9t&:'iir"r
City Pension Fund for Firefighters and Police Officers
in the City of Miami Beach
TABLE OF CONTENTS
Commentary
Page
I
[. Summary of Retirement Fund Costs.. ..................6
[I. Comparison of Cost Data of Current and Prior Valuations ............. ............8
III. Characteristics of Participants in Actuarial Valuation.... .........9
IV. Statement of Assets..... ................... 10
V. Reconciliation of Fund Assets ....... I I
VL Actuarial Gain / (Loss) .................. 13
VII. Amortization of Unfunded Actuarial Accrued Liability...... ......................14
VIII. Accounting Disclosure Exhibit........ .................. 16
IX. Outline of Principal Provisions of the Retirement Fund.. ......23
X. Actuarial Assumptions and Actuarial Cost Methods Used............ ............33
XI. Assumption Change History........ ......................39
XII. Distribution of Fund Participants by Attained Age Groups and Service Groups ..........43
XIII. Statistics for Participants Entitled to Deferred Benefits and Participants
Receiving Benefits ........................46
XIV. Reconciliation of Employee Data ......................47
XV. Projected Retirement Benefits .......48
X\/I. Recent Fund Experience............ ........................49
XVII. Employer Contribution Information ..................53
XVIII. Twenty-Year Projections ...............54
XlX. State Required Exhibit... ................55
Retirement
Consulting
May 3,2017
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:
October 1. 2016 Actuarial Valuation
We are pleased to present our October 1,2016 Actuarial Valuation for the City Pension Fund for
Firefighters and Police Officers in the City of Miami Beach. 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 of Trustees 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 XVIII and the State Required
Exhibit on Table XIX. 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 the
report at your convenience and contact us with any questions that may arise.
Retirement Fund Costs
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 30,2018 is $43,653,658 (73.0oh I 61.20/0). The figures in parentheses is the
Fund cost expressed as a percentage of projected annual pensionable payroll excluding DROP
payroll ($59,793,025) and projected annual pensionable payroll including DROP payroll
($71,375,310) respectively for fiscal year ending September 30,2018.
This total cost is to be met by member, City and State (Share Plan) contributions. We anticipate
member contributions will be $6,013,721 (l0.lo 18.4" ). The State (Share Plan) will
contribute $120,549 (0.2% I 0.2%) and the resulting minimum required City contribution will be
$37,519,388 (62.70/0 I 52.6%). The City contribution does not include an interest adjustment
Ms. Donna Brito
May 3,2017
Page Two
and must be increased if State contributions are less than $120,549. The City contribution
requirements reflect 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 1,2015
Actuarial Impact Statement. Fund provisions are summarized on Table IX. Changes from the
prior Actuarial Valuation incorporated in the Actuarial Impact Statement are shown for
informational purposes.
Assumed investment return has been updated to 7 .85o/o, net of investment expenses, compounded
annually.
The mortality assumption has been 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 Actuarial Valuation.
The remaining actuarial assumptions and methods are unchanged from the actuarial assumptions
and methods utilized in the October l, 2015 Actuarial Impact Statement. The actuarial
assumptions and methods are outlined on Table X.
Comparison of October 1.2015 Actuarial Impact Statement and October 1.2016 Valuation
Results
Table II of our report provides information of a comparative nature. The left columns of the
Table indicate the costs as calculated for October 1,2015 Actuarial Impact Statement. The
center columns indicate the costs as calculated for October 7,2016, prior to the update in
actuarial assumptions. The right columns indicate the costs as calculated for October 1,2016,
after the update in actuarial assumptions.
Comparing the left and center columns of Table II shows the effect of Fund experience during
the year. The number of active participants decreased by approximately 3%o. Projected
pensionable payroll decreased by approximately loh. Total Fund membership increased by
approximately lYo. Total normal cost decreased as a dollar amount and remained unchansed as a
percentage of projected pensionable payroll. The unfunded actuarial accrued liability decreased
as a dollar amount and as a percentage of projected pensionable payroll. The net City minimum
funding requirement increased as a dollar amount and as a percentage of projected pensionable
payroll.
Comparing the center and right columns of Table II shows the effect of the update of the
actuarial assumptions. Total normal cost, unfunded actuarial accrued liability, and net City
minimum funding requirement increased both as a dollar amount and as a percentage of
projected pensionable payroll.
€re::rl;iffi'
Ms. Donna Brito
May 3,2017
Page Three
The value of vested accrued benefits exceeds Fund assets, resulting in a Vested Benefit Security
Ratio (VBSR) of 75.5% (78.1% before the update in actuarial assumptions) which is a decrease
from 7 5.8o/o as of the October 1 , 2015 Actuarial Impact Statement. The VBSR is measured on a
market value of assets basis.
Fund Experience
The Fund experienced an actuarial gain in the amount of 511,275,664 this year. This indicates
net Fund experience was more favorable than expected based upon the prior actuarial
assumptions.
Table XVI (salary, turnover, mortality and investment yield) provides figures on recent Fund
experience. Salary experience indicates actual salary increases averaged approximately 4.3o/o for
Fund Year ended September 30,2016. The average salary increase assumption was 4.4o/o.
Salary increase experience was a source ofactuarial gain. Three, five and ten-year average
annual salary increases are 6.0o/o, 5.5o/o and 6.lyo, respectively.
Employee turnover this year was approximately 100% of expected turnover based upon the prior
turnover assumption and was generally neither a source of actuarial gain or loss. Three and five-
year turnover has averaged 110oh and 120% of assumed tumover, respectively.
Mortality this year was approximately 150% of the prior assumed mortality. Three and five-year
mortality experience has averaged 120% and 1l0o/o of the prior assumed mortality, respectively.
As previously stated, the mortality assumption has been updated in compliance with State
statute.
This year's smoothed value investment return of 9.620/o exceeded the Fund's prior year
investment return assumption of 7.90%. Smoothed investment return was a source of actuarial
gain during the year. Three, five and ten-year average annual investment returns are 9.8o/o,8.3o/o
and 6.60/o, respectively on a smoothed actuarial value basis. Average annual market value
returns for the one, three, five and ten-year periods have been 9.49o ,6.8oh, 10.6% and 6.6%o,
respectively.
The Funded Ratio based on the actuarial accrued liability compared to the smoothed actuarial
value of assets remained unchanged from the prior year Actuarial Impact Statement at72.3%
(74.6% prior to the actuarial assumption changes).
Member Census and Financial Data
The Board submitted the Member census data as of October 1, 2016 used for this actuarial
valuation to us. This information contains name, Social Security number, date of birth, date of
hire, October 1,2016 rate of pay and member contributions for the previous year. Dates of
Ms. Donna Brito
May 3,2017
Page Four
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 30,2016 concerning Fund assets from the
Fund Auditors. We do not audit the Member census data and asset information that is provided
to us; however, we perform certain reasonableness checks. We are not otherwise responsible for
the accuracy ofthe data.
Summarv
In 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
continue to update you on future payment requirements for the Fund through future Actuarial
Valuation reports. In 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 30,2014. The investment return assumption is based upon a
Capital Market Assumption Study completed in20l4 and based upon recommendations from the
Investment Consultant. Each assumption represents an estimate of future Fund experience.
If 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 contributions are determined in compliance with the requirements of the
Florida Protection of Public Employee Retirement Benefits Act and Police Officers Retirement
Chapter 185 with normal cost determined as a level percent of covered payroll and a level
percent amortization payment using a maximum 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 actuarial 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
frE*nii:r,
Ms. Donna Brito
May 3,2017
Page Five
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.
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 anticipated
under the economic or demographic assumptions; changes in economic or demographic
assumptions; 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) and changes in Fund
provisions or applicable law. Due to the limited scope of the actuary's assignment, the actuary
did not perform an analysis of the potential range of such future measurements.
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.
This report has been prepared by actuaries who have substantial experience valuing public
employee retirement systems. To the best of our knowledge the information contained in this
report is accurate and fairly presents the actuarial position of the Fund as of 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 signing actuaries are independent of the Fund sponsor.
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
report.
truly yours,
X 3 L-\ Lr"- r
very
\-o
-L.W a,.A-t*
Kelly L. Adams, A.S.A.
Consultant and Actuary
Lawrence F. Wilson, A.S.A.
Senior Consultant and Actuary
Rctircmcnt
Consulting
Table I
City Pension Fund for Firelighters and Police Officers
in the City of Miami Beach
Summarv of Pension Fund Costs as of October 1.2016
Prior Assumntions Current Assumptions
A.Participant Data Summary (Table III)
l Active Employees
2. Terminated Vested
3. Receiving Benefits (including DROPs)
4. Annual Pensionable Payrollr
5. Projected Annual Pensionable Payroll2
6. Projected Annual Pensionable Payroll including DROP3
Total Normal Costs
l. Age Retirement Benefits
2. Termination Benefits
3. Death Benefits
4. Disability Benefits
5. Estimated Expenses
6. Total Annual Normal Costs
Total Actuarial Accrued Liability
I. Age Retirement Benefits Active Employees
2. Termination Benefits Active Employees
3. Death Benefits Active Employees
4. Disability Benefits Active Employees
5. Retired or Terminated Vested Participants
Receiving Benefits (including DROPs)
6. Terminated Vested Participants Entitled to
Future Benefits
7. Deceased Participants Whose Beneficiaries
are Receiving Benefits
8. Disabled Participants Receiving Benefits
9. Miscellaneous Liability (Refunds in Process)
10. Total Actuarial Accrued Liability
Cost
Data
494
25
742
s 58,277,802
59,793,025
71,37 5,310
$ r 3,438,403
965,359
445,008
2,030,147
826,044
$ 17,704,961
$ 203,288,s7s
3,58r,039
1,162,369
9,921,045
786,468, r 03
3,257,773
44,624,516
42,203,910
0
oh of
Projected
Pensionable
Payroll
N/A
N/A
N/A
97.s%
100.0%
119.4%
22.s%
t.6%
0.7%
3.4%
1.4%
29.6%
340.0o/o
6.0o/o
1.9%
l6.6Yo
1315.3%
5.4%
74.6%
70.6%
0.0%
1830.5%
Cost
Data
494
25
742
$ s8,277,802
s9,793,025
7 I ,37 5,310
s 13,769,894
996,728
589,757
2,174,603
826,044
$ 18,357,026
$ 208,30r,15r
3,712,081
1,992,941
10,753,680
808,781,158
"h of
Projected
Pensionable
Pavroll
N/A
N/A
N/A
97.5%
100.0%
119.40
23.0%
t.7%
1.0%
3.6%
1.4%
30.7%
348/%
\:11"t)
18.0%
1352.6%
5.5%
78.1%
76.9%
0.0%
1889.0%
B.
C.
$ 1,094,507,330
3,277,939
46,673,7 53
4s,983,881
0
$ 1,129,476,584
1 Annual Pensionable Payroll - Participant's pensionable payfor year ending September 30th increased by assumed salary increases to reJlect pay
increases.
2 Projected Annual Pensionoble Payroll - Annual Pensionable Poyroll projected to the end of yeor (ond beginning offiscal year for N,hich the cit-v
contributions are determined) by assuming an aggregate increase in payroll of 2.6%.
3 Pro.jecled Annual Pensionoble Payroll including DROP - Projecled Annual Pensionable Payroll plus DROP participants poy for yeor ending
September 30th increased by assunted salory increases to reflect pay increases then projected to the end ofthe )tear assunting an oElg:regate increase
in payroll of 2.60%.
-6-
Gabriel Roedcr Smith & Company
Table I
(Cont'd)
City Pension Fund for Firelighters and Police Officers
in the City of Miami Beach
Summarv of Retirement Plan Costs as of October 1. 2016
Prior AssumDtions Current Assumptions
Assets (Table V)
l. Smoothed Actuarial Value of Assets
2. Market Value of Assets
Unfunded Actuarial Accrued Liability
(c. - D.r.)
Preliminary Minimum Required Contribution
l. Total Normal Cost (including expenses)
2. Amortization of Unfunded Liability
3. Interest Adjustment
4. Expected Service Buyback
5. Total Preliminary Minimum Required Contribution
Expected Payroll of Active Employees for 2017-2018
Fund Year (A.5)
Cost
Data
$ 81 6,91 7,537
$ 806,424,132
s 277,589,793
s 17,704,961
21,681,603
220,150
t'74,833
$ 39,78 r ,547
34,681,597
120,549
6,013,12r
34,681,591
11,275,664
$ 813,296,529
3,257,773
156,644,689
$ 1,033,198,991
$ 226,774,859
78.10
-7-
Gabriel Roeder Smith 6c Company
29.6% S 18,357,026
36.3% 23,796,708
0.4% 218,858
0.3% 174,833
66.5% $ 42,547,425
7o of Projected
Pensionable
Pavroll
1366.2% $ 816,917,537
1348.7% $ 806,424,132
464.3% $ 312,559,047
7o of Projected
Pensionable
Pavroll
1366.2%
1348.7%
522.7o/n
Cost
Data
D.
F.
59,793,025 100.0% $ 59,793,025
58.0%
0.2%
10.1%
48.6%
18.9%
t460.5% $
37,5 19,388
120,549
6,0't3,721
37,519,388
11,275,664
901,438,792
3,271,939
162,967,340
30.7%
39.8%
0.4%
0.3o/o
71.2%
l00.j%o
62.7Yo
0.2%
10.1%
s2.6%
18.9%
1507.6%
5.5o/o
272.6%
1785.6%
436.9%
N/A
$
$
$
$
$
s
s
$
$
$
I.
J.
K.
H. Contribution Sources for Fiscal Year Ending September 30, 2018
l. City
2. State (Share Plan)
3. Member
Cify Contribution (% of Projected Annual Pensionable
Payroll including DROP)
Actuarial Gain / (Loss)
Actuarial Present Value of Vested Accrued Benefits
l. 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
Unfunded Actuarial Present Value of Vested
Accrued Benefits (K. - D.2., not less than zero)
Vested Benefit Security Ratio (D.2. + K.)
5.4%
262.0%
1728.0%$ 1,067,684,07r
3'793% S 261,259,939
N/A '75.50A
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City Pension Fund for Firefighters and Police Officers
in the City of Miami Beach
Characteristics of Particinants in
Actuarial Valuation as of October 1. 2016
A. Active Fund Participants Summary
1. Active participants fully vested
2. Active participants partially vested
3. Active participants non-vested
4. Total active participants
5. Annual Pensionable Payroll
6. Projected Annual Pensionable Payroll
7. Projected Annual Pensionable Payroll (Including DROPs)
B. Retired and Terminated Vested Particioant Summary
1. Retired or terminated vested participants receiving
benefits (including DROPs)
2. Terminated vested participants entitled to
future benefits
3. Beneficiaries receiving benefits
4. Disabled participants receiving benefits
C. Proiected Annual Retirement Benefits
1. Retired or terminated vested receiving benefits (including DROPs)
2. Terminated vested entitled to future benefits
3. Beneficiaries of deceased participants
4. Disabled participants
-9-
Gabriel Roeder Smith & Company
Table III
329
0
165
$
$
s
494
58,277,802
59,793,025
71,37 5,310
$
$
$
$
s69
25
t2l
52
55,600,227
377,737
4,935,798
3,622,291
City Pension Fund for Firefighters and Police Officers
in the City of Miami Beach
Statement of Assets as of October 1. 2016
Table IV
Market Value
20,951
5,860,046
64,658,443
342,649,084
76,730,314
29,484,393
175,131,361
47,144,078
42,306,906
19,626,380
2,719,007
7,754,543
0
392,680
1,267,694
806,424,132
A. Cash and Cash Equivalents
B. General Investments
l. Short Term Investments
2. U.S. Government Securities
3. Common Stocks
4. Domestic Equity Fund
5. International Equity Fund
6. Domestic Corporate Bonds
7. International Fixed Income
8. Real Estate Fund
9. Mutual Funds Self-Directed DROP Participants
C. Receivables
l. Accrued Interest
2. Due from Broker
3. Member Buybacks
D. Payables
l. Accounts Payable
2. Due to Broker
E. Total Assets
(A.+B.+C.-D.)
_ l0_
Gabriel Roeder Smith 6c Company
City Pension Fund for Firefighters and Police Officers
in the City of Miami Beach
5,706,014
278,383
34,850,092
120,549
40,955,038
$ 17,156,573
8,615,935
48,010,797
(3,244,005)
$ 70,539,300
54,729,245
132,415
0
826,044
$ t 1,437,162
7,364,295
957,338
(132,415)
Table V
$ 750,617,498
$ I I1,494,338
$ 55,687,704
$ 806,424,132
Reconciliation of Plan Assets
A. Market Value of Assets as of October 1" 2015
B. Receipts Durins Period
l. Contributions
a. Member
b. Buybacks
c. City
d. State (Share Plan)
e. Total
2. lnvestment Income
a. Interest and dividends
b. Realized gains
c. Unrealized gains
d. Investment expenses
e. Net investment income
3. Total receipts during period
C. Disbursements During Period
1. Pension pa)rments
2. DROP distributions
3. Contribution refunds
4. Administrative expenses
5. Total disbursements during period
D. Market Value of Assets as of September 30" 2016
E. Reconciliation of DROP Account Balances
l. DROP Accounts Balance as of October 1,2075
2. Benefit Payments into DROP Accounts during Year
3. Investment Gains / (Losses) during Year
4. Distributions from DROP Accounts during Year
5. DROP Accounts Balance as of September 30,2016
-t l-
Gabriel Roeder Smith 6c Company
s 19,626,380
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atnt
<ioci
',j
City Pension Fund for Firefighters and Police Officers
in the City of Miami Beach
Actuarial Gain / (Loss) for Fund Year
Ended September 30. 2016
A. Derivation of Actuarial Gain / (Loss)
l. Employer normal cost previous acfuarial impact statement
2. Unfunded actuarial accrued liability previous actuarial impact statement
3. Employer contributions previous year:
(a) City
(b) State
(c) Total
4. Interest on:
(a) Employer normal cost
(b) Unfunded actuarial accrued liability
(c) Employer contributions
(d) Net total: (a) + (b) - (c)
5. Increase / (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. Actuarial gain / (loss): (6. - 7 .)
B. Approximate Portion of Gain / (Loss) due to lnvestments
l. Smoothed actuarial 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 actuarial value assets current year:
(1.+2.-3.+4.)
6. Actual smoothed actuarial value of assets current year
7. Approximate gain / (loss) due to investments: (6. - 5.)
C. Approximate Portion of Gain / (Loss) due to Liabilities: (A. - B.)
-13-
Gabriel Roeder Smith & Company
$
$
Table VI
1 1,859,508
290,827,034
34,850,092
120.549
34,970,641
936,901
22,975,336
2.762.681
21,149,556
34,969,254
$ 323,834,711
312,559,047
11,275,664
$ 759,327,614
40,955,038
55,687,704
60,786,282
$ 805,381,230
$ 816,917,537
$ I1,536,307
$
$
(260,643)
Table VII
City Pension Fund for Firefighters and Police Officers
in the City of Miami Beach
Amortization of Unfunded Actuarial Accrued Liabilitv
A. Unfunded Actuarial Accrued Liabilitv
Valuation
Date
Unfunded
Liability
$ 312,559,047
$ 3 I 1,430,185
$ 309,545,417
$ 306,828,060
$ 303,194,958
s 298,555,964
$ 292,813,374
$ 285,861,330
$ 277,585,162
$ 267,860,697
$ 256,553,474
$ 243,517,944
$ 228,596,572
$ 21 I ,61 8,901
$ 192,400,497
$ 170,741,869
$ 148,127,942
$ 124,717,532
$ 103,627,429
$ 85,308,647
$ 64,630,591
$ 43,926,438
$ 24,424,843
$ 8,234,134
$ 3,037,032
$ 330,635
$-
$-
$-
$-
$-
-14-
Gabricl Roeder Smith & Company
Amortization
Payment
23,796,708
24,415,425
25,050,228
25,701,534
26,369,773
27,055,386
27,758,828
28,480,558
29,221,049
29,980,795
30,760,295
31,560,065
32,380,626
33,222,521
34,086,291
33,395,610
32,493,696
28,632,321
24,522,079
25,382,275
23,901,395
21,279,390
16,790,047
5,418,156
2,730,463
330,635
October 1,2016
October 1,2017
October 1,2018
October 1,2019
October 1,2020
October 1,2021
October 1,2022
October 1,2023
October 1,2024
October 1,2025
October 1,2026
October 1,2027
October 1,2028
October 1,2029
October 7,2030
October 1,2031
October 1,2032
October 1,2033
October 1,2034
October 1,2035
October 1,2036
October 1,2037
October 1,2038
October 1,2039
October 1,2040
October 1,2041
October 1,2042
October 1,2043
October 1,2044
October 1,2045
October 1,2046
Table VII
(Cont'd)
City Pension Fund for Firefighters and Police Officers
in the City of Miami Beach
B. Covered Payroll History
Year Ended
September 30,2016
September 30, 2015
September 30,2014
September 30,2013
September 30,2012
September 30, 2011
September 30, 2010
September 30,2009
September 30,2008
September 30,2007
September 30,2006
Ten-Year Average Annual Increase
Pensionable
Payroll
$ 56,759,632
$ 56,545,1 l3
$ 50,740,542
$ 47,164,030
$ 53,273,735
s 49,041,435
$ 49,144,179
$ 50,393,490
$ 49,192,010
s 46,668,370
s 43,816,180
Annual
Increase
0.4%
tt.4%
7.6%
(tt.s%)
8.6%
(0.2%)
(2.s%)
2.4%
s.4%
65%
N/A
2.6%
_15_
Gabriel Roeder Smith 6c Company
I. Number of Fund Members
a. Retirees and beneficiaries receiving benefits
b. Terminated fund members entitled to but not yet receiving
benefi ts (inlcuding dormant members)
c. Active fund members
d. Total
II. Financial Accountine Standards Board Allocation as of October 1.2016
A. Statement of Accumulated Fund Benefits
l. Actuarial present value of accumulated vested plan benefits
a. Participants currently receiving benefits $
b. Other participants
c. Total
2. Actuarial present value of accumulated
non-vested plan benefits
3. Total actuarial present value ofaccumulated fund benefits
B. Statement of Chanse in Accumulated Fund Benefits
1. Actuarial present value of accumulated fund benefits
as ofOctober 1,2015
2. Increase / (decrease) during year attributable to:
a. Plan amendment
b. Change in actuarial assumptions
c. Benefits paid including refunds
Pension Fund for Firefighters and Police Officers
in the City of Miami Beach
Accounting Disclosure Exhibit
Actuarial
Impact
Statement
l0/01/2015
724
20
s08
1,252
820,673,464
170,106,822
$ 990,780,286
s 5,657,726
$ 996,438,012
- l6-
Gabriel Roeder Smith 6r Company
1,261 1,261
$ 873,296,529
159,902,462
$ 901,438,792
166.245.279
$ 1,033,198,991 $ 1,067,684,071
$ 6,866,582 $ 6,812,616
s 1,040,065,573 s 1,074,496,687
City
Prior
Assumptions
t0t0u20t6
Table YII
Current
Assumptions
t0t0lt20t6
Io
742
25
494
742
25
494
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 ofOctober 1,2016
C. Significant Matters Affectine Calculations
l. Assumed rate of retum used in determining actuarial present values
2. Change in plan provisions
3. Change in actuarial assumptions and methods
996,438,012
(6,486,103)
34,431,114
(54,861,660)
104.975,324
$ 78,058,67s
s 1,074,496,687
7.85%
See Table IX, Item Q.
See Table X, Item O.
Table VIII
(Cont'd)
III. Net Pension Liabilitv and Related Ratios (GASB No. 67)
Measurement date
A. Total Pension Liabilitv (TPL)
Service Cost
Interest
Benefit Changes
Difference Between Actual and Expected Experience
Assumption Changes
Benefit Payments including Refunds of Member Contributions
Net Change in Total Pension Liability
Total Pension Liability (TPL) - (beginning of year)
Total Pension Liability (TPL) - (end of year)
B. Fund Fiduciarv Net Position
Contributions - City and State
Contributions - Member
Net Investment Income
Benefit Payments including Refunds of Member Contributions
Administrative Expenses
Other
Net Change in Fund Fiduciary Net Position
Fund Fiduciary Net Position - (beginning ofyear)
Fund Fiduciary Net Position - (end ofyear)
O. Net pension Liabilit, NpLi - (end of veart:(A) - (B)
D. Fund Fiduciary Net Position as a Percentage of TPL: (B) / (A)
E. Covered Employee Pa$oll ***
F. NPL as a Percentaee of Covered Emoloyee Payroll: (C) / (E)
G. Notes to Schedule:
Valuation Date
City Pension Fund for Firefighters and Police Officers
in the City of Miami Beach
Accountins Disclosure Exhibit
913012014 913012015 913012016
Projected
913012017 *
$ 14,763,s95
75,108,912
0
7,685,043
0
(53,605,094)
$ 43,952,456
947,553,s63
_[_99r,506,019_
$ 35,960,326
5,258,974
72,2s9,674
(53,605,094)
(905, r 30)
0
$ r6,098,s60
78,415,039
0
12,428,547
s,686,196
(62,686,716)
s 49,941,626
99r,s06,019
_s 1,041A47,645
$ 33,r49,388
5,944,414
5,689,333
(62,686,7t6)
(777,4e3)
0
$ 17,803,602
82,627,847
0
t4,588,712
2,447,88s
(54,86 l,660)
$ 62,606,386
1,041,447 ,645
_$_r ,r 04,0s4,031_
$ 34,970,641
5,984,397
70,539,300
(54,86r,660)
(826,044)
0
$ 17,s30,982
87,795,699
(9,688,441 )
141,740
34,969,254
(s7,182,029)
s 73,s67,20s
1,I 04,054,03 I
_$ 1,t77,621236
$ 34,265,000
5,861,327
63,947,337
(57,182,029)
(826,044)
0
$ 58,968,750
710,329,822
_$ 76e298,5n
$ 222,207,447
'77.59 Y"
$ s0,740,542
437.93 %
10101/2013
$ (r 8,68 r,074)
769,298,572
_q_750,6 t 7,49!_
$ 290,830,r47
72.07 yo
$ 56,545,r 13
514.33 yo
to/01t2014
$ 55,806,634
750,617,498
73.04 Yo **
s 56,7 s9,632
524.37 yo
t0t01/201s
$ 46,065,s91
806,424,132
72.39 %
s s8,277,802
557.90 %
t0t0U20t6
_$ 806,424)32_ _S 8s2,489J23
s 297,629,899 $ 325,13t,st3
Update procedures used to roll forward TPL excluding DROP account balances to the measurement dates - actual DROP account balances as of
measurement dates included in TPL.
See next page for benefit changes
See next page for assumption and / or method changes
* Projected - actual amounts will be available after fiscal year end
** Thepercentageprojectedintheprioryear'svaluationreportwasTl.TS%assumingnogainsorlossesonassetsorbenefit
payments. The information in this footnote is shown as requested by the Board and is not a required disclosure under GASB No. 67.
*** Reported payroll used to determine contribution as provided under GASB No. 82.
-17 -
Gabriel Rocdcr Smith & Company
Table VIII
(Cont'd)
City Pension Fund for Firefighters and Police Officers
in the City of Miami Beach
Accounting Disclosure Exhibit
III. Notes to Schedule of Net Pension Liability and Related Ratios (GASB No. 67)
(con't.)
Benefit Changes
For 9-30-2017 a Tier 4 was added for Fire Departement 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 Eamings (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. Member 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.
Assmuption Changes
For 9-30-201 7, investment return was decreased from 7 .90% to 7 .85oh and the mortality assumption was updated to
the assumption used in the Florida Retirement System July 1, 2016 Actuarial Valuation. For 9-30-2016, investment
return was decreased from 7.95Yo to 7 .90%o, withdrawal and retirement rates were updated, disability incidence was
updated to 65Yo service incurred I 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 9-30-2017. For 9-30-2015, investment return was decreased fiom 8.00% to 7.95o/o and payroll
growth assumption was limited to 10 year average.
-l8_
Gabriel Roeder Smith 6c Company
Table VIII
(Cont'd)
City Pension Fund for Firefighters and Police Officers
in the City of Miami Beach
Accountins Disclosure Exhibit
IV. Schedule of Employer Contributions (GASB No. 67)
Actuarially
Fiscal Year Determined Actual
Ended 9/30 Contribution Contribution (Excess) Payroll ' Covered Payroll
Contribution
Deficiency Covered
Actual Contribution
as ao/o of
2007
2008
2009
2010
20tt
2012
2013
2014
2015
2016
2on 2
15,231,417
17,618,045
20,159,995
23,403,818
32,811,570
36,297,459
39,492,050
35,960,326
33,149,388
34,970,641
34,265,000
15,237,417
17,618,045
20,159,995
23,403,818
32,811,570
36,297,459
39,492,050
35,960,326
33,149,388
34,970,641
34,265,000
46,668,370
49,192,010
50,393,490
49,144,179
49,041,435
53,273,735
47,164,030
50,740,542
56,545,173
56,759,632
58,277,802
32.64%
35.81%
40.01%
47.62%
66.91%
68.r3%
83.73%
70.87%
58.62%
6t.6t%
s8.80%
I Reported payroll used to determine contribution as provided under GASB Statement No. 82
2 Projected - actual amounts will be available after fiscal year end
- l9-
Gabriel Roeder Smith & Company
City Pension Fund for Firefighters and Police Officers
in the City of Miami Beach
Accountins Disclosure Exhibit
V. Notes to Schedule of Contributions (GASB No. 67)
Valuation Date:
Table VIII
(Cont'd)
Actuarially determined contributions are calculated as of October I st - two years prior
the fiscal year end in which contributions are reported.
Methods and Assumptions Used to Determine Contribution Rates:
Asset Valuation Method 5-year smoothed market
Actuarial Cost Method
Amortization Method
Amortization Period
Inflation
Payroll Growth
Salary Increases
Retirement Age
Mortality
Entry Age Normal
Level Percentage, Closed
30 years
3.0%
3.3%
0.7% - 10.7%
Investment Rate of Return 7.90%
Cost-of-Living Increases
Other Information:
Benefit Changes
Experience-based table of rates that are specific to the type of eligibility condition
For healthy participants, RP-2000 Combined Healthy Participant Mortality Tables,
separate rates for males and females, with Blue Collar Adjustment and projected 15
years from valuation date for pre-retirement mortality and 7 years from valuation date
for post-retirement mortality with projection Scale AA.
For disabled participants, RP-2000 Disabled Mortality Tables, separate rates for males
and females, without projection for future mortality improvements.
1.5o ,2.0o or 2.50h
In 2073, participants were categorized into different Tiers: Tier I - members hired prior to July 74, 2010, Tier 2 -
members hired on or after July 14, 2010 but prior to September 30,2013 and Tier 3 - members hired on or after
September 30, 2013. Final average monthly earnings (FAME) were updated to the greater of the avera ge of the 2
highest paid years prior to date of retirement or the 2 last paid years after taking into consideration the overtime limit
(Tier 1 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 I and eligible 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 limit (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 after taking into consideration
the overtime limit (Tier 3). 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 I 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 exceed 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 30,2013 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 1 0.5% 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 llo/o of highest annualized pay rate for the same salary
rank that the member is in at the time of retirement.
-20-
Gabriel Roeder Smith & Company
Table VIII
(Cont'd)
City Pension Fund for Firefighters and Police Officers
in the City of Miami Beach
Accountins Disclosure Exhibit
Other Information:
Benefit Changes (cont'd)
In 2010, for members who enter the DROP on or after September l, 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 7}Yo 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 ll%o of highest annualized pay rate for the same salary rank that the member is in at the time of
retirement and members with ten or more years of service were allowed to purchase up to four years of pre-
employment military service, up to two years pre-employnent public safety service, or either 3o/o or 6% additional
benefit multiplier. In 2010, for new hires on or after July 14, 2010, the pension multiplier was updated to 3oh for
each year of service up to 20 years and 4Yo for each year of service thereafter (subject to a maximum of 90o/o), 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 adjustment was
updated to l.5o/o annually.
Assumption Changes
In 2015, investment return was decreased from 7.95% to 7.90oh, withdrawal and retirement rates were updated,
disability incidence was updated to 65Yo service incurred I 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, 2017 . ln 2014, investment return was decreased from 8.00%
to 7 .95o/o and payroll growth assumption was limited to 10 year average. In 2013, the asset valuation method was
updated to phase in the deviation between the expected and actual return on assets at the rate of2lo/o per year and the
load for projected pensionable payroll was decreased to 16%o. ln 2012, investment return was updated to 8.00%,
expected salary increases for final years 2013 and2014 were reducedby 2.17% and increased by 3.00% respectively,
contingency compensation load for overtime and other pays was decreased to 160/o and contingency pre-employment
service load was decreased to 0.275Yo. In 2011, investment return was updated to 8.7o/o, 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%. In 2010, investment return was updated to
8.2Yo andthe freeze on the cost of living increase component of the salary scale was extended to March 31,2012. ln
2009, investment return was updated to 8.3Yo, 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, a20o/o 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%o for plan year 2009 and 6.0%o for all subsequent plan years and the load for overtime and other pays
was updated to l6oh. In 2008, investment return was updated to 8.5Yo, 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 age 45. In 2005, fresh start method was applied, retirement
rates were increased to reflect actual retirement experience and loadings for contingencies and pre-employment
service was updated to 7 .lYo and 5.5%o respectively.
-21-
Gabriel Roeder Smith & Company
Table VIII
(Cont'd)
City Pension Fund for Firefighters and Police Officers
in the City of Miami Beach
Accountins Disclosure Exhibit
VI. Discount Rate (GASB No. 67)
Discount rates of 7.90% and 7.85Yo were used to measure the September 30, 2016 TPL and the
September 30,2017 TPL, respectively. These discount rates were based on the expected rate of return
on Fund investments of 7 90% and 7.85o/o, 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 projected to be available to make all projected future
expected benefit pa),rnents 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.
VII. Sensitivity of the NPL to the Discount Rate Assumption (GASB No. 67)
Measurement date: September 30, 201 6
Current
lo% Decrease Discount Rate lo% Increase
6.90% 790% 8.90%
$ 434,391,124 $ 297,629,899 $ 184,950,173
64.99% 73.04% 81.34%
Measurement date: September 30,2017 **
Current
l0lo Decrease Discount Rate l0% Increase
Discount Rate
NPL
Fund Fiduciary Net
Position as a Percentage
ofTPL *
Discount Rate
NPL
Fund Fiduciary Net
Position as a Percentage
ofTPL *
6.8s% 7.8s% 8.8s%
$ 476,908,055 $ 325,131,513 $ 201,500,847
64.13% 72.39% 80.88%
* Information requested by Board - not required under GASB No. 67
*{< Projected - actual amounts will be available after fiscal year end
al-zL-
Gabriel Roeder Smith & Company
Table IX
City Pension Fund for Firefighters and Police Officers
in the Citv of Miami Beach
Outline of Princinal Provisions of the Pension Fund
A. Relevant Provisions:
The Fund was created under Chapter 23414, Laws of Florida, Special Act of 1945, as amended by Ordinance
No. 2016-4035 adopted September 27, 2016.
B. Eligibilitv Requirements:
Any full-time employee of the City who is certified as a Firefighter or Police Officer as a condition of
employment.
C. Membership Tiers:
Tier I - Members hired prior to July 14,2010
Tier 2 - Members hired on or after July 14, 2010 but prior to September 30,2013
Tier 3 - 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
Tier 4 - Members hired on or after June 8, 2016 for the Fire Department and July 20,2016
for the Police Department
D. Credited Service:
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 l0 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 service credit at the 3o/o accrual rate for time spent on active military
duty. The total of all combinations of pre-employment benefit purchased cannot exceed a 12oh increase in
accrual.
Pre-employment benefit service must be purchased within 36 months for Police Officers and 24 months for
Firefighters following September 30,2013, or upon completion of 5 years of creditable pension service under
the pension fund, whichever occurs later.
Effective September 30,2073, members will no longer be able to purchase an increase in benefit multiplier or
pre-employee public safety service credit as a Police Officer or Firefighter.
-23-
Gabriel Roeder Smith E< Company
F.
G.
Table IX
(Cont'd)
City Pension Fund for Firefighters and Police Officers
in the City of Miami Beach
Outline of Principal Provisions of the Pension Fund
Pensionable Pay:
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, 2013, overtime is limited to 300
hours a year.
l. Overtime and Off-Duty pay included in pension computation for Police Officers:
. Off-Duty and overtime pay not exceeding 300 hours per calendar year is limited in each year
to an amount that is equal to 1 1% of highest annualized pay rate for the same salary rank that
the member is in at time of retirement.
. The 11%o 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 20 I 3 Certified Police Sergeant Promotional Register expired in 20 I 5. 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 70o/o of the difference between the
member's annualized pay rate at retirement and the highest annualized pay rate for the next
higher salary rank. For any of these 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:
. Off-Duty and overtime pay not exceeding 300 hours per calendar year is limited in each year
to an amount that is equal to I I % of highest annualized pay rate for the same salary rank that
the member is in at time of retirement.
Final Averase Monthly Earnines (FAME):
Tier I and eligible to retire prior to September 30, 2015 - 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
overtime limit.
Tier I and eligible 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 limit.
Tier 2 - 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.
-24-
Gabriel Roeder Smith & Company
Table IX
(Cont'd)
City Pension Fund for Firefighters and Police Officers
in the City of Miami Beach
Outline of Principal Provisions of the Pension Fund
Tier 3 - the greater of the average of the 5 highest paid years prior to date of retirement or the 5 last paid
years 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:
l. Eligibility:
Tier I and eligible to retire prior to September 30,2013 - the earlier of attainment of age 50 or Rule
of 70
Tier I 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)
Tier2 and Tier 3 - the earlier of attainment 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
attain age 48)
2. Benefit:
Tier 1 and eligible to retire prior to September 30,2013:
3% x FAME x Credited Service up to l5 years plus 4%o x Credited Service after l5 years
Benefit shall not exceed 90% of FAME.
Tier I 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 4Yo x Credited Service after 20 years
Benefit shall not exceed 85% of FAME (exception if exceeded 85% as of September 30, 2013).
Tier I 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%o x Credited Service after 20 years
Benefit shall not exceed 85% of FAME.
A member's benefit multiplier for credited service eamed before October l, 2013 shall not be
reduced.
L Deferred Retirement:
1. Eligibility:
Any first day of the month past Normal Retirement Date.
2. Benefit:
Benefit calculated as for Normal Retirement based upon service and pay to Deferred Retirement
Date.
-25-
Gabriel Roeder Smith 8< Company
J.
Table IX
(Cont'd)
City Pension Fund for Firefighters and Police Officers
in the City of Miami Beach
Outline of Princinal Provisions of the Pension Fund
Disability Retirement:
l. 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).
Death Benefit:
l. Service Incurred:
Greater of accrued benefit or 850/o of compensation payable as a monthly benefit to the widow
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 Incurred:
For members with at least 5 years of service, accrued benefit is payable for the first 12 months
after death and 7 5oh of the accrued benefit is payable thereafter (with a minimum benefit of 25%o
of average monthly salary); Benefits are payable to the widow 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 l0 years, benefits are payable to the spouse only for
the life expectancy of the deceased member at time of death.
Withdrawal 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, 201 3.
2. Benefit:
Return of employee contributions or accrued benefit upon attainment of age 50. If a member
withdrawals with less than l0 years of service and passes away prior to the normal retirement
date the retum of employee contributions is the only benefit.
_26_
Gabriel Roeder Smith 6c Company
K.
L.
M.
Table IX
(Cont'd)
City Pension Fund for Firefighters and Police Officers
in the City of Miami Beach
Outline of Principal Provisions of the Retirement Plan
Employee Contributions:
10.0% of salary per year (on a pre-tax basis) for members hired prior to September 30, 2013 and 10.5%
of salary per year (on a pre-tax basis) for members hired on or after September 30,2013; If contributions
are refunded to the member or to his beneficiaries, then interest is credited at the rate of 3o/o per annum.
Normal Form of PaJ,rynent of Retirement Income:
For members except those retiring prior to November 5,2003, the normal form of payment is a 75oh joint
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 the greater of 75Yo of the total benefit or 25Yo of the average monthly salary for
the two highest paid years. However, upon death, if the member has been married for less than l0 years,
the survivor annuity is payable only for the life expectancy of the deceased member at time of death.
The members may also elect the actuarial equivalent of the l0 year certain and life annuity, with a
designated beneficiary, any of the following optional forms of payment:
. 75Yo joint and contingent survivor annuity with a designated beneficiary. 662Ao/o joint and contingent annuity with a designated beneficiary. 50% joint and contingent annuity with a designated beneficiary. 25Yo joint and contingent annuity with a designated beneficiary. 10 year certain and life annuity with a designated beneficiary
Members who retired prior to November 5,2003 were subject to different normal and optional forms of
payment.
Deferred Retirement Option Prosram (DROP):
Police Officers and Firefighters are eligible to participate in a Deferred Retirement Option Program
(DROP) upon meeting eligibility for a normal service retirement.
Operations of the DROP:
. 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.
. The member's monthly pension will be deposited into the selected investment vehicles.
' The member will cease to accrue additional pension benefits (with the exception of the COLA under
the pension plan).
. The member will no longer be eligible for Disability or Service Connected Death benefits from the
Pension Plan.
. Member contributions to the Pension Plan will cease upon entering the DROP.
-27 -
Gabriel Roeder Smith & Company
N.
o.
Table IX
(Cont'd)
City Pension Fund for Firefighters and Police Officers
in the City of Miami Beach
Outline of Principal Provisions of the Pension Fund
Upon entering the DROP, the member will select the length of the DROP period. The maximum
period of participation in the DROP is 36 months for members who enter the DROP prior to
September l, 2012 and 60 months for members who enter the DROP on or after September 1,2012.
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 352 months for members who
enter the DROP prior to September 1,2012 and 456 months for members who enter the DROP on or
after September 1,2012.
Members who enter the DROP on or before September 30, 2015 may extend their DROP
participation period by l2 months for a total maximum DROP participation period not to exceed
seventy-two (72) months.
Members who enter the DROP on or after October l, 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
ninety-six (96) months.
Members who enter the DROP on or after June 8, 2016 for Fire Department members and July 20,
2016 for Police Department members may participate in DROP for a period not to exceed ninety-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 employrnent with the City at any time during the DROP period. Such
separation will terminate 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 options the
member selected. The member will also start receiving their monthly pension which was previously
being deposited in the DROP.
A2.5% COLA (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. For members who enter the DROP after September l,
2012 and before September 30, 2013 - no cost of living adjustment for the third and fourth annual
anniversary date, if the member participates in the DROP for six months or longer.
-28-
Gabriel Roeder Smith 6c Company
Table IX
(Cont'd)
City Pension Fund for Firefighters and Police Officers
in the City of Miami Beach
Outline of Principal Provisions of the Pension Fund
Members hired before June 8, 2016 for Fire Department members and July 20,2016 for Police
Department members who elect to extend or enter the DROP and participate for more than 5 years
will have no COLA adjustment 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 (lst), second
(2nd), third (3rd) and fourth (4th) annual adjustment dates while participating in the DROP.
P. Cost-of-Livine Adjustment:
Effective October 1,2010, benefits are increasedby 2.5% per year (13% 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 (2% a year beginning the October
three years after retirement) until such time as the benefit from this plan with 2.5o/o 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.
O Q. Changes Since Previous Actuarial Valuation (These changes were made for the Actuarial Impact
Statement but are shown here for informational purposes.)
Membership Tiers were:
Tier 1 - Members hired prior to July 14,2010
Tier 2 - Members hired on or after July 14, 2010 but prior to September 30,2013
Tier 3 - Members hired on or after September 30,2013
Pre-Emplo),rnent Service was:
Effective September 30, 2013 members with at least 5 years of service 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-employrnent military service. A member may purchase up
to 2 total years of additional service credit at the 3oh accrual rate for time spent on active military duty.
The total of all combinations of pre-employment benefit purchased cannot exceed a l2%o increase in
accrual.
Pre-employment benefit service must be purchased within 36 months following September 30, 2013, or
upon completion of 5 years of creditable pension service under the pension fund, whichever occurs later.
Effective September 30, 2013, members will no longer be able to purchase an increase in benefit
multiplier or pre-employee public safety service credit as a Police Officer or Firefighter.
-29-
Gabriel Roeder Smith & Company
Table IX
(Contrd)
City Pension Fund for Firefighters and Police Officers
in the City of Miami Beach
Outline of Principal Provisions of the Pension Fund
Q. Changes Since Previous Actuarial Valuation (.continued)
. The l1% 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 10%o of the difference between the member's annualized pay rate at
retirement and the highest annualized pay rate for the next higher salary rank.
2. Overtime and Off-Duty pay included in pension computation for Firefighters:
. Off-Duty and overtime pay not exceeding 300 hours per calendar year is limited in each year to an
amount that is equal to l1%o of highest annualized pay rate for the same salary rank that the
member is in at time of retirement.
Final Average Monthly Eamings (FAME) were:
Tier 1 and eligible to retire prior to September 30,2015 - 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 overtime limit.
Tier I and eligible 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
limit.
Tier 2 - 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 3 - the greater of the average of the 5 highest paid years prior to date of retirement or the 5 last paid
years after taking into consideration the overtime limit.
Pensionable Pay was:
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 30,2013, overtime is limited to 300 hours a year.
l. Overtime and Off-Duty pay included in pension computation for Police Officers:
. Off-Duty and overtime pay not exceeding 300 hours per calendar year is limited in each year to an
amount that is equal to llo/o of highest annualized pay rate for the same salary rank that the
member is in at time of retirement.
-30-
Gabriel Roeder Smith & Company
Table IX
(Cont'd)
City Pension Fund for Firefighters and Police Officers
in the City of Miami Beach
Outline of Principal Provisions of the Pension Fund
Q. Changes Since Previous Actuarial Valuation (continued)
Normal Retirement was:
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 I 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 attainment of age 50 or Rule of 70 (must attain age 48)
2. Benefit:
Tier 1 and eligible to retire prior to September 30,2013:
3% x FAME x Credited Service up to l5 years plus 4o/o x Credited Service after l5 years
Benefit shall not exceed 90% of FAME.
Tier I 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 4o/o x Credited Service after 20 years
Benefit shall not exceed 85% of FAME (exception if exceeded 85% as of September 30, 2013).
Tier I and eligible to retire on or after September 30,2015,Tier 2 and Tier 3:
3% x FAME x Credited Service up to 20 years plus 4o/o x Credited Service after 20 years
Benefit shall not exceed 85% of FAME.
A member's benefit multiplier for credited service earned before October l, 2013 shall not be
reduced.
Deferred Retirement Option Proeram (DROP) was:
Police Officers and Firefighters are eligible to participate in a Deferred Retirement Option Program
(DROP) upon meeting any one of the following criteria:
. the attainment of age 50 or
. the sum of the member's age and creditable service equal to at least 70 (minimum age may apply)
-3 1-
Gabriel Roeder Smith & Company
Table IX
(Cont'd)
City Pension Fund for Firefighters and Police Officers
in the City of Miami Beach
Outline of Princioal Provisions of the Pension Fund
Q. Chanses Since Previous Actuarial Valuation (continued)
Operations of the DROP were:
. 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.
. The member's monthly pension will be deposited into the selected investment vehicles.
. The member will cease to accrue additional pension benefits (with the exception of the COLA under
the pension plan).
. The member will no longer be eligible for Disability or Service Connected Death benefits from the
Pension Plan.
. Member contributions to the Pension Plan will cease upon entering the DROP.
. Upon entering the DROP, the member will select the length of the DROP period. The maximum
period of participation in the DROP is 36 months for members who enter the DROP prior to
September l, 2012 and 60 months for members who enter the DROP on or after September 1,2012.
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 352 months for members who
enter the DROP prior to September 1,2012 and 408 months for members who enter the DROP on or
after September 1,2012.
. 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 will terminate 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 options the
member selected. The member will also start receiving their monthly pension which was previously
being deposited in the DROP.
A2.5% COLA (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. Formembers who enterthe DROP after September l,
2012 and before September 30, 2013 - no cost of living adjustment for the third and fourth annual
anniversary date, if the member participates in the DROP for six months or longer. Any member who
exits the DROP within 6 months following the date of DROP entry, shall be eligible for the 2.5Yo
COLA annually on the anniversary date of the member's retirement.
-32-
Gabriel Roeder Smith & Company
Table X
City Pension Fund for Firefighters and Police Officers
in the City of Miami Beach
Actuarial Assumptions and Actuarial Cost Methods
Used in the Valuation
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 I 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 I 10% White Collar Adjustment and fully
generational mortality improvements projected to each future decrement date with Scale BB.
For disabled male participants, 60yo RP 2000 Disabled Male Mortality Table setback four years I 40%
RP 2000 Annuitant Male Mortality Table with White Collar Adjustment with no setback, without
projected mortality improvements. For disabled female participants, 60oh RP 2000 Disabled Female
Mortality Table set forward two years I 40% RP 2000 Annuitant Female Mortality Table with White
Collar Adjustment with no setback, without projected mortality improvements.
Sample
Ages
(2016)
45
50
55
60
62
Sample
Ages
(2036)
45
50
55
60
62
Pre-retirement
Future Life
Expectancy (Years)
Male Female
39.94
34.73
29.61
24.73
22.86
Pre-retirement
Future Life
Expectancy (Years)
Male Female
Post-retirement
Future Life
Expectancy (Years)
Male Female
43.35
38.12
32.95
27.88
25.91
38.50
33.74
29.10
24.52
22.74
Post-retirement
Future Life
Expectancy (Years)
43.13
37.91
32.74
27.72
25.80
Male Female
42.10
36.93
31.85
27.00
25.12
45.36
40.1 8
35.06
30.03
28.06
40.67
35.95
31.35
26.81
25.01
45.16
39.99
34.86
29.89
27.97
_33_
Gabriel Roeder Smith & Company
Table X
(Cont'd)
B.
C.
D.
City Pension Fund for Firefighters and Police Officers
in the City of Miami Beach
Actuarial Assumptions and Actuarial Cost Methods
Used in the Valuation
Investment Return
7 .85yo, compounded annually, net of investment expenses includes inflation at 3.0%o
Expenses
Prior year's actual administrative expenses.
Employee Withdrawal Rates
Representative values of the assumed annual rates of withdrawal among members in
active service are as follows:
Disabilitv Rates
Representative values of the assumed annual rates of disability among
active service are as follows:
members in
35% of disabilities are assumed to be non-service incurred - 65% service incurred.
-34-
Gabriel Roeder Smith 6r Company
E.
F.
Table X
(Cont'd)
City Pension Fund for Firefighters and Police Ollicers
in the City of Miami Beach
Actuarial Assumptions and Actuarial Cost Methods
Used in the Valuation
Salary Increase Factors
Representative values of the assumed annual rates of future salary increase are .ts follows:
In addition to the average assumed salary increase rates shown above the expected cost of living
increases are as follows:
The cost of living increases shown above are based on a lYo increase as of April 1,2016,30% increase as
of July I , 2017 and 3o/o increase as of July I , 201 8 contained in the collective bargaining agreement and
long term expected increases of 2.18%o annually each July.
* The weighted average increase shown is based on aging of the current active census demographics.
G. Payroll Grofih Assumption
The aggregate compensation used to compute the accrued liability contribution rate is assumed to
increase at a rute of 3.5o/o per year - not greater than historical l0-year average (2.6% as of October l,
2016).
-35-
Gabriel Roeder Smith Ec Company
Table X
(Cont'd)
City Pension Fund for Firefighters and Police Officers
in the City of Miami Beach
Actuarial Assumptions and Actuarial Cost Methods
Used in the Valuation
H. Retirement
All members are assumed to retire at age 50 with 26.25 years of service, but not later than age 65.
Retirernent is assurned to occur in accordance with the following rates:
Service
Rate of Retirement
Meetins Rule of 70
Not Meeting RuIe ot
10
Less than 20
20
2l
22
23
24
25
26
More than 26
2AYo ,'
ZS%. ",;rt:
3goft ,,,;2
354/o .,.,,:,,:.,
40%
5A%
70%
,00%
100%
:' .,:,: 4%
';11. ,' 5%
l//;r;r,,,,, lA%
rc%
20%
60%
60%
rca%
t00%
[. DROP Assurnption
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,
20ls
Prior to 5 years
After 5 years
After 6 years
After 7 years
After 8 years
0%
s%
N/A
N/A
N/A
0%
s%
s%
L0%
t00%
-36-
Cabriel lloeder Smith 6c Company
o
L.
Table X
(Cont'd)
City Pension Fund for Firefighters and Police Officers
in the City of Miami Beach
Actuarial Assumptions and Actuarial Cost Methods
Used in the Valuation
The extension of the DROP may alter the retirement experience of the plan causing a change in the
retirement rates assumption in the future.
DROP assumptions will need to be monitored in light of future DROP experience.
J. Overtime and Off-dutv Pav Limitation
No members excluded from the eleven percent (11%) limitation on overtime and off-duty compensation are
assumed to self-demote.
K. Loadings for Contingencies
Pre-Employment Service: A City contribution of 0.275% of annual pensionable payroll is assumed sufficient
to provide for the purchase (or buyback) of pre-employment military service and any probationary service
by the membership.
Transfers into Fund from other City pension systems: A City contribution of 0.025% of annual pensionable
payroll is added to provide for the transfer of service under another City pension system.
Marital Assumptions
l. 77o/o of members are assumed married or entitled to benefits for dependents, including registered
domestic partners.
2. Male spouses are assumed to be three years older than female spouses.
M. Smoothed Asset Valuation Method
The method used for determining the smoothed actuarial value of assets phases in the deviation between the
expected and actual return on assets at the rate of 20Yo per year. The smoothed actuarial 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 l20o/o of the fair market value of fund assets.
-37-
Gabriel Roeder Smith 6c Company
Table X
(Cont'd)
City Pension Fund for Firefighters and Police Officers
in the City of Miami Beach
Actuarial Assumptions and Actuarial Cost Methods
Used in the Valuation
N. Actuarial Cost Method
Normal Retirement. Termination. Disabilitv. and Death Benefits: Entry-Age-Actuarial 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 fufure 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 actuarial value of assets of the Fund.
O. Changes Since Previous Actuarial Impact Statement
Investment Return was:
7.90oh, compounded annually, net of investment expenses.
Mortalitv was:
For healthy participants, RP-2000 Combined Healthy Participant Mortality Tables, separate rates
for males and females, with Blue Collar Adjustment and projected 15 years from valuation date
for pre-retirement mortality and 7 years from valuation date for post-retirement mortality with
projection Scale AA.
For disabled participants, RP-2000 Disabled Mortality Tables, separate rates for males and
females, without projection for future mortality improvement.
-38-
Gabriel Roeder Smith 6c Company
Table XI
City Pension Fund for Firefighters and Police Officers
in the City of Miami Beach
Assumption Chanse History
A. Effective October l. 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 level
percentage of pay, with aggregate payroll assumed to increase at 3.50Yo per year.
B. Effective October l. 2005:
Thefresh start method was applied to the actuarial value of assets to begin a new five-year phase-in
ofrealized 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%to7.00%o
and from 4.50% to 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 l,2009:
The interest rate used to calculate all liabilities was reduced from 8.40% to 8.30%.
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%o was added to the projected base payroll to estimate the projected pensionable payroll
used to determine the expected member contributions.
-39-
Cabriel Roeder Smith & Company
Table XI
(Cont'd)
City Pension Fund for Firefighters and Police Officers
in the City of Miami Beach
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 l, 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 Increase Rates: The salary increase assumption was changed to an average increase of
3.83% for fund year 2009 to reflect the freeze on COLA for the fund year and to an average
increase of 6.00Yo for all subsequent fund years.
. Load for Overtime and Other Pays: The load for overtime and other pays was changed from
7 .50% to 16.00% to reflect the results of the experience study.
F. Effective October l. 2010:
The interest rate used to calculate all liabilities was reduced from 830% to 8.20o/o.
The freeze on the cost of living increase component of the salary scale was extended to March 31,
2012.
G. Effective October 1" 201 1:
The interest rate used to calculate all liabilities was reduced from 8.20% to 8.10%.
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 l6oh to 18%
to account for the expected increase in pensionable pay due to the inclusion of off duty pay in the
computation of pensionable pay.
H. Effective October 1.2012:
The interest rate used to calculate all liabilities was reduced from 8.10% to 8.00%.
The expected salary increases for FYE 2014 and 2015 were reduced by 2.l7Yo to reflect a freeze in
the cost of living increases and increased by 3.00% to reflect a 3.00o/o cost of living increase in
FYE 2016.
_40_
Gabriel Roeder Smith 6c Company
Table XI
(Cont'd)
City Pension Fund for Firefighters and Police Officers
in the City of Miami Beach
Assumption Chanse Historv
H. Effective October 1.2012 (cont'd):
The contingency compensation load for overtime and other pays was decreased from 18% to l6oh to account for
the expected decrease in pensionable pay due to the cap on overtime hours in the computation of pensionable
pay.
The contingency pre-employment service load was decreased from 6.000Yo to 0.275o% to account for the
elimination of certain buybacks.
The expected salary increases were adjusted to account for the extension of ranges for Firefighter I, Police
Officer, Sergeant of Police and Police Lieutenant effective April 1 ,2015.
I. Effective October 1.2013:
The asset valuation method was updated to phase in the deviation between the expected and actual return on
assets at the rate of 20o/o per year - further adjusted to the extent necessary to fall within the corridor whose
lower limit is 80% of the fair market value of plan assets and whose upper limit is l20o/o of the fair market value
ofplan assets.
The load for projected pensionable payoll was decreased from 20o/o to l6oh to account for the expected
decrease in pensionable pay due to the cap on overtime hours in the computation of pensionable pay.
J. Effective October 1.2014:
The interest rate used to calculate all liabilities was reduced from 8.00% to 7.95oh.
Payroll growth assumption is limited to lO-year average.
K. Effective October 1.2015:
The interest rate used to calculate all liabilities was decreased from 7 .95% to 7 .90%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 assumption was updated to reflect the results of the experience study.
. Disability Incidence: The disability incidence assumption was change d to 65yo service incurred I 35o/o 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.
-41-
Gabriel Roeder Smith & Company
Table XI
(Cont'd)
City Pension Fund for Firefighters and Police Officers
in the City of Miami Beach
Assumption Chanse Historv
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 l. 2016:
The interest rate used to calculate all liabilities was reduced from 7 .90% to 7 .85oh.
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 l, 2016 FRS Actuarial Valuation.
-42-
Gabriel Roeder Smith Ec Company
X
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Table XIII
City Pension Fund for Firefighters and Police Officers
in the City of Miami Beach
Statistics for Participants Entitled to Deferred Benefits
and Participants Receivins Benefits
A. Entitled to Deferred Benefits *
Count
129,090
120,203
38,734
288,027
* Excludes 16 dormant members and I deferred payment to estate
B. Receivine Benefits (includine DROPs)
Current Age
Group
Less than 40
40-44
45-49
50-54
55-59
60-64
65 & Over
TOTAL
Current Age
Group
Less than 50
50-54
55-59
60-64
65-69
70-74
75 & Over
TOTAL
4
J
1
Total
Annual Benefit
Average
Annual Benefit
?) )7)
40,068
38,734
36,003
Average
Annual Benefit
84,520
104,083
105,51 I
90,598
84,416
75,836
54,192
86,467
Total
Annual BenefitCount
40
133
140
122
95
74
138
3,390,794
13,843,095
14,771,544
11,052,961
g,ol g,539
5,611,848
7.478.545
742 64,158,316
-46-
Gabriel Roeder Smith & Company
Table XIV
A.
CiQ Pension Fund for Firefighters and Police Officers
in the City of Miami Beach
Reconciliation of Emplovee Data
Active Participants
1. Active participants previous year
2. Retired during year
3. Entered DROP
4. Died during year
5. Disabled during year
6. Terminated during year
7. New active participants
8. Rehired during year
9. Dormant during the year
10. Data corrections
1 l. Active participants current year
Participants Receivine 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
DROP Participants
1. DROP participants previous year
2. Died during year
3. Became disabled during year
4. Employment terminated and retired during year
5. Entered DROP during year
6. DROP participants current year
Terminated Vested Participants Entitled to Future Benefits
l. Terminated vested entitled previous year
2. Died during year
3. Commenced receiving benefits during year
4. Rehired during the year
5. New terminated vested
6. Terminated vested paid lump sum
7. Terminated vested entitled current year
-47-
508
(2)
(27)
0
0
(l)
20
I
(s)
0
B.
494
661
2
2
0
l7
1
(30)
0
C.
653
63
0
0
(l)
27
D.
89
20
0
(2)
(1)
8
0
Gabriel Roeder Smith & Company
25
Table XV
City Pension Fund for Firefighters and Police Officers
in the City of Miami Beach
Proiected Retirement Benefits
Fiscal Year Endine
20t7
201 8
2019
2020
2021
2022
2023
2024
2025
2026
Projected
Annual Pavout
$ 65,684,259
s 66,479,776
s 69,152,781
s 71,876,635
$ 74,678,474
$ 77,761,819
$ 80,791,680
$ 84,075,598
s 87,308,376
$ 90,784,117
The above projected payout of Fund benefits during the next ten years is based on assumptions
involving all decrements. 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
is recomputed each valuation date, there is an automatic correction to the extent that acfual experience
varies from expected experience.
-48-
Gabriel Roeder Smith & Company
Table XVI
City Pension Fund for Firefighters and Police Officers
in the City of Miami Beach
Analvsis of Investment Yield as of October 1. 2016
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.
_49_
Gabriel Roeder Smith & Company
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-lJ
City Pension Fund for Firefighters and Police Officers
in the City of Miami Beach
Unfunded
AAL
(UAAL)
(b-a)
Table XVI
(Cont'd)
Funded
Ratio
(a/b)
Actuarial
Valuation Date
Schedule of Funding Progress
(Dollar Amounts in Thousands)
Smoothed Actuarial Accrued
Actuarial Liability (EAN)
Value of Assets (AAL)
(a) (b)
t0l0U20t0
t0l0t/2011
t0l0U20t2
t0/0U2013
t0l0U20t4
10t0U20ts
r0l0U20t6
t0/01t2016
525,709 $
53t,821 $
545,068 $
663,233 $
721,567 $
759,328 $
816,918 $
816,918 $
817,641 $
877,119 $
902,778 $
955,239 $
1,009,621 $
1,050,1 55 $
1,094,507 $
1,129,477 $
291,932
339,298
357 ,711
292,006
288,054
290,827
277,589
312,559
2.3
64.3%
6t.t%
60.4%
69.4%
715%
72.3%
74.6%
723%
3,4
15
I As shown in the City's Comprehensive Annual Financial Report (CAFR)
'Update in actuarial method applied
3 Includes DROP accounts in assets and liabilities
o Prior to update in actuarial assumptions
' Aft.r update in actuarial assumptions
-52-
Gabriel Roeder Smith & Company
City Pension Fund for Firefighters and Police Officers
in the City of Miami Beach
Emplover Contribution Information
Minimum
Required Actual City
Employer Contributions
Contributions Made
Table XVII
Actual Employer
Contributions
Made
N/A
N/A
$ 34,970,641
$ 33,149,388
$ 35,960,326
$ 39,492,050
$ 36,297,459
$ 32,811,570
$ 23,403,818
$ 20,159,995
Valuation
Date
t0l0U20t6
t0l0t/2015
t0l0U20t4
1010U2013
t0l0v20t2
t0l01l20tl
1010U2010
t0/0U2009
10/01/2008
r010112007
Contribution
Fiscal
Year End
0913012018
0913012017
0913012016
0913012015
09130120r4
0913012013
0913012012
0913012011
0913012010
0913012009
Actual State
Contributions
Made
37,639,937
34,265,000
34,970,641
33,149,388
35,960,326
39,492,050
36,296,459
34,537,068
23,403,818
20,159,995
N/A
N/A
34,850,092
33,028,839
35,839,777
$ 39,371,501
$ 36,176,910
$ 32,691,021
$ 23,283,269
$ 20,039,446
N/A
N/A
120,549
t20,549
120,549
120,549
t20,549
t20,549
120,549
120,549
$
$
$
$
$
s
$
$
$
$
$
-53-
Gabriel Roeder Smith 6c Company
Table XVII
City Pension Fund for Firefighters and Police Officers
in the City of Miami Beach
20-Year Proiections
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 $120,549 during the
projection period.
Projections are deterministic - assume all actuarial assumptions are realized - reflect investment
return assumption decreasing by 0.05% each year untll7 .75oh for contribution FYE 2020. Payroll
growth is assumed to remain the same as current year (2.60/o) for all projection years.
Administrative expenses included in the normal cost are assumed to grow at 3o/o per year.
Contribution
Fiscal
Year
2017 -2018
2018 - 2019
2019 - 2020
2020 - 2021
2021 -2022
2022 -2023
2023 - 2024
2024 - 2025
202s -2026
2026 - 2027
2027 -2028
2028 - 2029
2029 - 2030
2030 - 2031
2031 -2032
2032 - 2033
2033 - 2034
2034 - 2035
203s - 2036
2036 - 2037
5 Year Totals
10 Year Totals
20 Year Totals
Projected Annual
Pensionable
Payroll
59,793,025
63,00r,r69
6s,729,562
67,483,026
69,135,888
70,866,394
72,535,627
74,084,337
7 5,619,118
77,313,861
78,81 l,731
80,501 ,728
82,437,043
83,986, I 96
85,008,268
86,014,677
87,284,461
88,750,3 r 3
90,293,108
91,506,847
325,142,670
695,562,007
1,550,156,379
Projected Net City
Required Contribution
Amount
37,519,388
39,321,484
41,294,108
42,352,415
42,917,626
43,636,695
44,248,605
44,886,275
45,377,106
45,819,010
46,385,756
47,103,608
47,691,186
47,849,119
48,349,502
46,865,805
45,351,469
40,771,620
35,807,505
36,067,037
203,405,021
427,372,712
869,615,319
"h of Pav
62.7%
62.4%
62.8%
62.8%
62.1%
61.6%
61.0%
60.6%
60.0%
59.3%
s8.9%
58.5%
57.9%
57.0o/o
s6.9%
54.5%
s2.0%
459%
39.7%
39.4%
62.60h
61.40
56.1o
-54-
Gabriel Roeder Smith & Company
! Value of Assets
1. Smoothed Actuarial Value
2. Market Value
C. Liabilities
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
Actuarial present value of future expected benefit
payments for terminated vested members
Actuarial present value of future expected benefit
payments for members currently receiving benefits
a. Service retired (includes DROPs)
b. Beneficiaries
c. Disability retired
d. Miscellaneous
e. Total
-5 5-
Gabriel Roeder Smith 6c Company
s 347,402,867
13,378,921
5,632,243
29,570,8s0
$ 816,917,537
$ 806,424,132
$ 338,456,128
13,294,177
5,395,864
29,267,237
$ 386,413,406
Table XIX
Prior Current
Assumptions Assumptions
t0t0u20t6 10t0u2016
City Pension Fund for Firefighters and Police Officers
in the City of Miami Beach
Actuarial Valuation as of October I 2016
State Required Exhibit - All Members
Actuarial
Impact
Statement
t0t0U20t5
A. Participant Data
Active participants
Retired participants and beneficiaries
receiving benefits (including DROPs)
Disabled participants receiving benefits
Terminated vested participants
Annual Pensionable Payroll
Projected Annual Pensionable Payroll
Annual benefits payable to those currently
receiving benefits (including DROPs)
1.
2.
s08
668
56
20
58,545,943
60,477,959
60,900,969
759,327,614
750,677,498
494
690
52
25
58,277,802
59,793,025
64,158,316 $
494
690
52
25
58,277,802
59,793,025
64,158,316
aJ.
4.
5.
6.
7.
$
$
$
$
$
$
$
$
s
$
816,917,537
806,424,132
2.
3.
$ 346,580,183
13,766,898
7,540,271
31.463.334
$ 395,984,881 $ 399,350,686
4,183,372 $ 3,257,773 $ 3,277,939
$ 739,196,095 $ 786,468,103 $ 808,781,158
38,521,088 44,624,516 46,673,7 53
42,956,281 42,203,910 45,983,881
000
$ 820,673,464 S 873,296,529 $ 901,438,792
Table XIX
(Cont'd)
City Pension Fund for Firefighters and Police Officers
in the City of Miami Beach
Actuarial Valuation as of October 1. 2016
State Required Exhibit - All Members
Actuarial
Impact
Statement
totou20t5
Prior
Assumptions
tot0lt20l6
Current
Assumptions
totou20t6
4. Total actuarial present value of future
expected benefit payments
5. Actuarial accrued liabilities
6. Unfunded actuarial liabilities
Statement of Accumulated Fund Benefits
l. 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
Pension Cost
l. Total normal cost (including admin expenses)
2. Payment required to amortize unfunded liability
3. Interest adjustment
4. Expected service buyback
5. Total required contribution
6. Item 5 as a percentage ofprojected pensionable payroll
7. Estimated employee contributions
8. Item 7 as a percentage ofprojected pensionable payroll
9. Estimated State contributions
10. Item 9 as a percentage ofprojected pensionable payroll
I l. Net amount payable by City
12. Item I I as a percentage ofprojected pensionable payroll
$ 1,220,841,717
s I ,050,1 54,648
$ 290,827,034
s 820,6'73,464
170,106,822
$ 990,780,286
$ s,657,726
1,262,967,708
1,094,507,330
277,589,793
s 1,304,067,41'7
s 1,129,476,584
$ 312,559,04',7
s
$
s
D.
159.902.462
873,296,529 $ 901,438,792
166,245,279
, ''"r,rrorrou"r9$ 1,033,198,991
6,866,s82
s 996,438,012
17,931,596
20,718,967
222,287
17,704,961
21,681,603
220,150
r74,833
s 18,357,026
23,796,708
2l g,g5g
174,933
s 42,547,425
71.2%
$ 6,013,721
10.1%
$ 120,549
0.2%
$ 37,519,388
62.70A
$ 1,040,065,573 $ 1,074,496,687
E.
175.638
39,048,488
64.6%
6,072,088
10.0%
120,549
0.2%
34,144,457
56.5%
39,781,547
66.5%
6,013,',721
10.1%
120,549
0.2%
34,681,597
58.0%
-56-
Gabriel Roeder Smith 6c Company
Table XIX
(Cont'd)
City Pension Fund for Firefighters and Police Officers
in the City of Miami Beach
Actuarial Valuation as of October 1. 2016
State Required Exhibit - All Members
' F. Past Contributions
l. Total contribution required
(prior valuation / impact statement)
2. Actual contributions made:
a. Members
b. City
c. State
d. Total
Actuarial
Impact Prior Current
Statement Assumptions Assumptions
t0t0u20rs t0t0u20r6 10t01t2016
$ 39,129,244 S 39,048,488 $ 39,048,488
s 5,706,014
34,850,092
120.549
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A$ 40,676,655
G. Disclosure of Followins Items:
1 . Actuarial present value of future salaries excluding
DROP payroll - attained age $ 588,001,202 $ 591,127,973 $ 591,872,003
2. Actuarial present value of future employee
contributions - attained age $ 59,151,994 $ 59,619,276 S 59,694,946
3. Actuarial present value of future contributions
from other sources N/A N/A N/A
4. Amount of active members'accumulated
contributions $ 52,418,404 $52,481,716 $52,481,716
5. Actuarial present value of future salaries and
future benefits at entry age N/A N/A N/A
6. Actuarial present value of future employee
contributions at entry age N/A N/A N/A
-57 -
Gabriel Roeder Smith Ec Company
Table XIX
(Cont'd)
City Pension Fund for Firefighters and Police Officers
in the City of Miami Beach
Actuarial Valuation as of October 1. 2016
State Required Exhibit - Firefiehters
Actuarial
Impact
Statement
t0t0u20t5
Prior
Assumptions
t0t0u20t6
Current
Assumptions
1010y2016
A. Participant Data
1. Active participants
2. Retired participants and beneficiaries
receiving benefits (including DROPs)
3. Disabled participants receiving benefits
4. Terminated vested participants
5. Annual Pensionable Payroll
6. Projected Annual Pensionable Payroll
7. Annual benefits payable to those currently
receiving benefits (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 benefits
e. Total
2. Actuarial present value of future expected benefit
payments for terminated vested members
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. Miscellaneous
e. Total
$ 25,197,936 $ 26,120,166 $ 26,120,1
$
$
$
s
s
s
173
274
8
6
21,558,650
22,270,085
$ 129,615,551
5,761,453
2,332,093
11,487 ,213
168
276
7
5
20,887,154
21,430,220
$ 128,620,953
5,731,207
2,224,601
11,357 ,7 56
168
276
7
5
20,887,154
21,430,220
$ 132,164,709
5,942,226
3,049,760
72,219,556
66
o
$ 149,196,310 $ 147,934,517 $ 753,376,251
909,052 479,520 486,260
$ 322,239,210
15,446,457
6,796,996
0
$ 336,106,748 $ 345,576,678
16,617,686 17,357,240
6,679,468 7,292,790
00
$ 344,482,663 $ 359,403,902 $ 370,226,708
-58-
Gabriel Roeder Smith & Company
Table XIX
(Cont'd)
City Pension Fund for Firefighters and Police Officers
in the City of Miami Beach
Actuarial Valuation as of October l. 2016
State Required Exhibit - Firefiehters
Actuarial
Impact Prior Current
Statement Assumptions Assumptions
10t0u20ts t0t0u20t6 t0l0ll20l6
4. Total actuarial present value of future
expected benefit payments
5. Actuarial accrued liabilities
C. Statement of Accumulated Fund Benefits
$ 494,588,025 $ 507,817,939 $ 524,089,279
$ 423,059,583 S 438,453,922 $ 451,769,931
l. Actuarial present value of accumulated vested
benefits
a. Participants currently receiving benefits S 344,482,663 $ 359,403,902 $ 370,226,708
b. Other participants
c. Total
2. Actuarial present value of accumulated non-
vested fund benefits
3. Total actuarial present value of accumulated
fund benefits
54,180,403 54,649,105 56,917 ,820
$ 398,663,066 $ 414,053,007 S 427,144,528
$ 2,276,323 $ 2,587,953 $ 2,602,881
s 400,939,389 $ 416,640,960 S 429,747,409
D. Disclosure of Followine Items:
l. Actuarial present value of future salaries
- attained age $ 233,634,585 $ 223,200,755 $ 223,525,168
2. Actuarial present value of future employee
contributions - attained age $ 23,500,418 $ 22,473,137 S 22,505,916
3. Actuarial present value of future contributions
from other sources N/A N/A N/A
4. Amount of active members'accumulated
contributions$15,662,907516,678,270$16,678,270
5. Actuarial present value of future salaries and
future benefits at entry age N/A N/A N/A
6. Actuarial present value of future employee
contributions at entry age N/A N/A N/A
-59-
Gabriel Roeder Smith & Company
Table XIX
(Cont'd)
City Pension Fund for Firefighters and Police Officers
in the City of Miami Beach
Actuarial Valuation as of October l. 2016
State Required Exhibit - Police Officers
Actuarial
Impact
Statement
1010u2015
Prior
Assumptions
t0t0u20t6
Current
Assumptions
t0l0u20t6
A. Participant Data
1. Active participants
2. Retired participants and beneficiaries
receiving benefits (including DROPs)
3. Disabled participants receiving benefits
4. Terminated vested participants
5. Annual Pensionable Payroll
6. Projected Annual Pensionable Payroll
7. Annual benefits payable to those currently
receiving benefits (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 benefits
e. Total
2. Acfrlarial present value of future expected benefit
payments for terminated vested members
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. Miscellaneous
e. Total
$ 35,703,032 s 38,038,150 s 38,038,1
$
$
$
S
$
s
335
394
48
t4
36,987,293
38.207.874
326
4t4
45
20
37,390,648
38,362,805
$ 209,835,175
7,562,970
3,171,263
326
414
45
20
37,390,648
38,362,805
$ 214,415,474
7,924,672
4,490,511
50
o
$ 217,787,316
7,617,468
3,300,150
18,083,637 17.909.481 19,243,778
$ 246,788,571 $ 23g,47g,ggg $ 245,974,435
3,274,320 2,778,253 2,791,679
$ 416,956,885 $ 450,361,355
23,074,631 28,006,830
36,159,285 35,524,442
00
s 463,204,490
29,316,513
38,691,091
0
$ 476,190,801 $ 513,992,627 $ 531,212,094
-60-
Gabriel Roeder Smith 6c Company
Table XIX
(Cont'd)
City Pension Fund for Firefighters and Police Officers
in the City of Miami Beach
Actuarial Valuation as of October 1. 2016
State Required Exhibit - Police Officers
Actuarial
Impact Prior Current
Statement Assumptions Assumptions
t0l0u20t5 10t0U2016 10t07t2016
4. Total actuarial present value of future
expected benefit payments
5. Actuarial accrued liabilities
C. Statement of Accumulated Fund Benefits
l. Actuarial present value of accumulated vested
benefits
D. Disclosure of Following Items:
I . Actuarial present value of future salaries
- 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
$ 726,253,692 $ 755,149,769 $ 779,978,198
$ 627,095,065 $ 656,053,408 $ 677,706,653
$ 354,366,617 $ 367,927,218 $ 369,346,835
$ 35,651,576 $ 37,146,139 $ 37,199,030
N/A N/A N/A
$ 36,755,497 $ 35,803,446 $ 35,903,446
a. Participants currently receiving benefits $ 476, I 90,801 S 513,892,627 $ 53 I ,2 1 2,084
b. Other participants
c. Total
2. Acf':arial present value of accumulated non-
vested fund benefits
3. Total actuarial present value of accumulated
fund benefits
$ 115,926,419 105,253,357 109,327,459
$ 592,117,220 $ 619,145,984 $ 640,539,543
$ 3,381,403 S 4,279,629 $ 4,209,735
s 595,498,623 $ 623,424,613 S 644,749,278
N/A
N/A
N/A
N/A
N/A
N/A
-61-
Gabriel Roeder Smith 6c Company
Table XIX
(Cont'd)
City Pension Fund for Firefighters and Police Oflicers
in the City of Miami Beach
State Required Exhibit
Amortization balances are written down in proportion to amortization payments.
Valuation Date
Established UnfundedActuarialAccruedLiabilities
Current Unfunded
Liabilities
Prior
Assumptions
Amortization
Pavment
Current
Assumptions Remaining
Amortization Funding
Payment Period
l 0/0 l /200 I
10t0t t2002
10/01t2003
10t0112003
t0t012004
l 0/0 I /2005
I 0/0 I /2005
t0t0t /2005
t0t0t/2006
t0/01/2006
t0t0t/2007
I 0/0 I /2008
l 0i0 1 /2008
10/0112009
10/0112009
l0/01/2010
10t01t2010
t0tot /2011
10101 /2011
l0/01/201 I
t0tlt t20t2
t0t0t/2012
10/01/20t2
10/01t2013
t0/01t2013
t010112014
t0t0t t2014
t0t0t t20t5
10t0U2015
t0t0t/2015
t0t01t2016
t0t0t/2016
Initial Unfunded Liability
Method Update
Fund Amendment
Actuarial (Gain) / Loss
Actuarial (Gain) / Loss
Method Update
Assumption Update
Actuarial (Gain) / Loss
Method Update
Actuarial (Gain) / Loss
Actuarial (Gain) / Loss
Assumption Update
Actuarial (Gain) / Loss
Assumption Update
Actuarial (Gain) i Loss
Assumption Update
Actuarial (Gain) / Loss
Fund Amendment
Assumption Update
Actuarial (Gain) / Loss
Assumption 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
TOTAI,
I 1,615,365 $
t3,263,564
1,r48,856
34,589,592
37,240,788
(33,129,706)
6,663,720
24,74s,791
(4,992,44s)
2t ,61I ,293
25,238,220
6,020,272
33,228,549
23,662,0t7
68,1 00,1 79
4,584,517
t7 ,324,716
(3,r2,22s)
17,187,321
30,573,042
7,844,447
26,411,265
(20, l 86,044)
1,564,896
(64,919,844)
(s,990,8s6)
5 ?qO q51
8,719,805
2,469,061
(8,401,6s2)
(11,27s,664)
34.969.2s4
1,076,034
|,177,478
98, I 00
? q51 579
3,068,663
(2,641,979)
531,409
t,973,391
(386,299)
| ,672,21],
l ,899, l 85
441,491
2,436,785
1,694,208
4,875,994
321,036
1,2t3,t82
(213,4'74)
1,178,914
2,097,068
527,789
t,777,000
(1,3s8,rs6)
I 03,41 I
(4,290,014)
(389,283)
376,293
557,763
157,934
(537,412)
(7 l 0,698)
N/A
$ l ,073,01 0
$ 1,173,966
$ 97,791
$ 2,944,269
$ 3,058,484
$ (2,632,789)
$ 529,560
s 1,966,527
$ (384,894)
$ l ,666,130
$ l ,891 ,985
$ 439,7s 1
$ 2,427,179
$ 1,687 ,279
$ 4,8s6,0s3
$ 319,677
$ r,208,046
$ (2 r 2,540)
$ 1,1 73,756
$ 2,087,894
$ s25,408
$ 1,768,982
$ ( l ,3s2,028)
$ 102,93 l
$ (4,270,082)
s (387,423)
s 374,496
$ 555.027
$ l 57,r 59
$ (534,776)
$ (707,123)
2, I 93,003
I 5 years
1 6 years
I 7 years
I 7 years
I 8 years
I 9 years
I 9 years
I 9 years
20 years
20 years
2 I years
22 years
22 years
23 years
23 yearc
24 years
24 years
25 years
25 years
25 years
26 years
26 years
26 years
27 years
27 years
28 years
28 5'ears
29 years
29 years
29 years
30 years
30 years
$ 312,559,047 $ 21,681,603 $ 23,796,708
This actuarial valuation and/or cost determination was prepared and completed by me or under my direct supervision, and I acknowledge responsibility lor
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
andmeettherequirementsandintentofPartVll,Chapterl'l2,FloridaStatutes. Thereisnobenefitorexpensetobeprovidedbythefundand/orpaid
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 rnaterial increase in lund costs or required contribution rates have been taken into account in the valuation.
Enrollment Number: I 7-02802
Lawrence F. Wilson, A.S.A.
-62-
Gabriel Roeder Smith & Company
lI"-,*J
Dated:Mav 3. 201 7
o Citv Pension Fund for Firefighters and Police Officers Summarv
Plan Description
o GiU Pcnsion tunil Ior lirotightels anil Police 0llicerc
in the GIU oI t[iami Beach
sutnillnY Pult llrsGBlPll0]t
ln tfie GEm 0I ary dlscrcnaror lotseen tfio summar Plan Desclll[on
and ths rctual Rloulslons oI t[e RIan fi8 Rlen shell 0ottrr[.
o
ffi
re
o PNIPINM ilTNGil 2IITT
CITY PENSION FUNO FOR FTREFIGHTERS AND POLICE OFFICERS
IN THE CITY OF MIAMI BEACH
SUMMARY PLAN D ESCRI PTIS.T
TAELE OF CONTENTS
Pme
Narne of P1an,......".... ................. 1
BuElness Addr*e of Plan .........1
Fire and Pdk Fenabn Webcite ....,......,,.....1
Plan Year.... ...........'l
Plan Admlnistrstio.t........ ............1
Board of Trusteeg........... .,.....,...2
Agent lur Servioe of Legal Process.....,. ........2
Prot€*ehnal ServEe Pmvidere and ConsultanB............... ................^..9
Cusbdbn "...'.'..'.."4
Belevant Provigions and Regulatione ol Fadaral, $tate and Local Lew Governhg
the Plan ....,............4
Membership Tierc..-.."...... .........,5
Eligibility for Memharship in fia Plan ,....,...... ,,."........"...,...6
Horrv Benefits are Funded. ....."...7
Contibutbns by Members ..".....7
Contributkxs by Ci$ .................7
Detail€d Amunting Reports....... -..,,".........,..7
Buy Badr of Frobationary Sa*bc Tim4............ .........,...,..8
Buy Back of Pre+mployrnent MiliEry Timc....,...... ......"....8
I'lormal S€rvin Retirement Eligibility ............I
I*{ornal RdirEment Benefit- Tiar 1.......... ............,........,.10
Normal RatirBmant Benefit - Ticr 2, Ticr 3 atrd Ticr 4 .,".....,.....,....".... 11
Overtime Limit.........". .....,"."..,..11
Delenad Rehement Opfon Plan (DROF),..."..."..,...... ..."..............."....'t2
Costof Living Adjustnenr......-...... .............13
VEsbd Retirsmcnt Brrrfits....... ...............".,'r4
Return of ConEibuti:ns................. ..",,""...,...14
ToEl and Pemunant Disablity lncuned in the Line of Duty.,...... .......15
Total and PerrnEnent Disability Nol lncrrned in the Line of Duty ........15
Oisability Retirement Claims and Guidelines .-.."............. 15
Disabilify CEima Proceduret. ...-..-"".....,.......16
i
tVppft$dnsvsrllona\strnrnrry pbnlrpd 03-201 ?lleblc of contcnla tpd 03201 7.docx
CITY PEHSION FUND FOR FIREFIGHTERS AHD FOLICE OFFICERS
IN THE CITY OF MIAMI BEACH
SUMMARY PLAN DESCRIPTION
TABLE OF CONTENTS
Pagc
Astiva Membere Benetciary Benefil Optifis....,.. ...........1A
Active Member* Srlrvlvors' Beneftt for Seruice Connacted Death ........-........-..".....19
Acdve Membere Survirrore' Eenefitfor Non-Seruioa Connected Death..................7A
Rctired Membem Benelichry BeneftOptbna................ ................-...21
Rctircd lkmbem Survitrrys'geneBts at Retirernent "....".22
Pr*senthg Clalng br Benefits under the Plan .,.......... ..."...................24
Colhctive Bargaining... ."..........25
t'lon AssignSility.,............. ......25
lmportant N01ice......... ..,..........26
lAl'rthdraurnai of ConfibutionE ............. ...........26
Csssrti)n of Penslon ..............26
Fsfcihre of Pension.. .............26
Ee-cxaninafon of Pens10n8............... ....,...26
Recoryering from Disabilit'te8........,....,,... ......27
Terminattx of Plan .......".....-.,,77
IRS Qualification .....................,27
FinancialDatE SummEry."......"..,.".". Appendk A
Actuarial Valuathn $ummry.."" ... Appctrt ix B
As much as possiDle, this Summary Plan Descriptlrrn ias been written in non-technlcal terms, avoiding
the formal language of the pension plan. lf questions of interyretation arise as a resulf of the attempt ta
make such administntive or lechnical information easy to understand, the pension plan rcmains, as if
must, the final authorig. The informatbn provided in this Summary Plan De*ription is based on the
pension plan in exisfence as of September 27, 2016, and is suljecf to modification based upon changes
in the plan, subsaquent interpreta0ons of the plan and changes in other laws thaf affect the plan.
lndividual Trusfaes are not agenls of lhe plan. The Board of lruslees is not responsible for effoneous
information provided by an individualTrustee or provided by any other person purportedly reprcsenting
the plan, except as specifically set forth in a witing executed by the Chairman or Administntor.
I
f:VppNall\everyone\summary plan\spd 03-201ntable of contents spd 03-2017.docx
NAIIE-QEfI.Atr
City Pension Fund for Firelighters and Police Officers In the City ol Miami Beach
BUS'NESS ADDRESS O
Fire and Police Pension Oflice
1691 Michigan Avenue, Suite 355
Miami Beach, Florida 33199-2573
(30s) 67&7039
FIRE 4ltp POLICF PENSTo.N
The Fire and Police Pension website can be viewed on the City's officialwebsite, www.miamibeachfl.oov.
Once you have accessed the websile, select the'Govemmenf tab, then select "DepartmenlslDivisions",
then seleci'Fire and Police Pension".
PI.ANJEAB
The Plan year begins October ld and ends September 3dh of each year. The records ol the Plan are
maintained on the same liscal basis.
PLAN ADMINISTRATION
The general administration and responsibility lor the proper operalion and making ellective tha provisions
of the Pension Plan are vested in a Board consisting of nine persons, as follows:
The term of oflice lor the elected Trustees is two (2) years.
Each Trustee is entitled to one {1) vote on lhe Board. Fwe (5) votes shall be necessary lor a decision by
the Trustees at any meeting of lhe Board.
The Board ol Trustees does not negotiate pension benefits. The Board only implemenls that which is
negotiated between the City and the Unions and adopted by City Ordinance.
Begular meelings ol the Board of Trustees are scheduled on the third (3"5 Thursday ol each month at the
Fire and Police Pension Otlice stadlng at 8:3O A.M.
The Trustees shall serve withoul compensation, but they may be reimbursed for all necessary expenses
which they may actually incur through services on the Board.
1
l:Vppfi$ell\eveqpn€\surmary plan\6pd 03-2fi nmiama beach spd 0&201 T.rlocx
BOARD OFTRUSTEES
Chairman
Secretary
Paul D. Johnson
Rictnrd M. Glements
Fire Deoartment - Thrcc (3) Mcmbcrs - Serving a Two (2) Year Term
Elected by Fire Department aclive and retired members
David J. Frazier, Jr.
Firelighter-l
Paul D. Johnson
Fire Lieutenant
SidneyW. Fleese, lll
Firefighter-l
Pollce Deoartment - Thrcc (31 Mcmbers - SeMng a Two (2) YearTenn
Elected by Police Department active and retlred members
Richard M. Clemenls
Deputy Chiel oI Police
James D. Nolan
Sergeant of Police
Elise Spina Taylor
Sergeant of Police
Cltv Admlnistration - Thrcc (3) trlcmbcrs - Appointed by the Mayor
Lynn W. Bernstein
Administralion
Kathie G. Brooks
Asslstant City Manager
Debora J. Tumer
First Assistant City Atlorney
aGENT FOR SEnVGF OF
The Ghairman of the Board is the Agent for Service of legal process, or in the absence ol the Chairman,
the Agent for Service ol legal process is the Secretary of the Board.
2
f:Uppl\$all\everyoneEummary plan\spd o$2017\miami beach spcl 03.201 7.docr
PHOFESSIOIIAL SERV
The Board may engage such services from professionals and consultants as the Board leels are required
to transact the business of the System. Professionals and consultants employed by the Board are:
EXECUTIVE DIRECTOR
Donna Brito, Executive Director
Fire and Police Pension Office
1691 Michigan Av6nue, Suite 355
Miami Beach, FL 33139-2573
(30s)573-703e
CEBTIFIED PUBLIC ACCOUNTANT
Rosa Salum, C.P.A., Director
BDO USA, LLP
2121 Ponce De Leon Blvd. 11rh Floor
CoralGables, FL 33'134
(fi51442-22oo
INVESTMENT COI\TSULTANT
John McCann, Senior Consulliant
AndOo Consulting
4901 Vineland Hd., Suite 600
Orlando, FL 32811
$44l- M2-6326
LEGAL COUNSEL
Robeil D. Klausner, Esq.
Klausner, Kaufman, Jensen & Levinson
7O8O tlw 4h Streat
Plantation, FL 33317
(es4) el6-1202
CONSULTING ACTUAHY
Lawrence F. Wilson, ASA, EA, MAAA
Senior Consultant and Actuary
GRS GabrielRoeder Smith & Company
One East Broward Blvd., Suite 505
Fort Lauderdale, FL 33301-1804
(es4) s27-r616
CUSTODIAN
Amed A. Avila, Assistant Mce President
Fiduciary Trust lnternational ol the South
2 Alhambra Plaza, Penthouse I
CoralGables, FL 33134
(305) 372-1260
Henry P. Renard
Executive Vice President
lnverness Counsel, LLC
845 Third Avenue
NewYork, NY 10022
(21212O7-21O7
Wayne T. Owen
Chief Executive Officer
BhumbLine Advisers
265 Franklin Street,2ld Floor
Boston, MA 0211&3326
(617)34s-0434
Anne M. Garaml, M.D.
4m W.41s Street, Suite 20O
MiamiBeach, FL 33140
(30s) 69s-0544
MONEY MANAGERS
Clare M. Merle
Client Account Manager
J.P. Morgan Asset Management
4 New Y6rk Plaza, toh Floor
New York, NY 10004
(212162s-5871
James DiGiuseppe, CAIA
Assistant Vice President
Wellington Mgmt. Company, LLP
280 Congress Street
Boston, MA 02210
(617)915-s725
Erik S. Sherman
Begistered Representative
Voya (Self-Directed DHOP Program)
BeUrement Readv Advisers
2937 SW 27r' Ava.,Suite 106
Coconut Grove, FL 33133
(30s) s79-4026
MEDICAL BOARD
CornelJ. Lupu, M.D.
4302 Alton Fload, Suite 600
MiamiBeach, FL 33140
(305) 674-266s
Dana H. Slewardson
Portfolio Manager
Logan Capital Mgmt., lnc.
Six Goulter Avenue, Ste. 2000
Ardmore, PA 19003-2308
(215) 8s1.s446
Dann Smith, Director
Wells Fargo Asset
Management
401 S: Tryon Street, 5h Floor
Charlotte, NC 28202
(704) 71s-24e5
Frank M. Fuentes, M.D.
306 Arlhur Godfrey Hoad
MiamiBeach, FL 331/tO
(305) 673-5100
3
,.Vppf\$alneverl,on€lsl,nrrl3ry plan\spd 0&20171fi laml beach spd 00-Z0l 7.docx
cuslaDlau
According to the Plan, the City ol Miami Beach shall have the custody of and responsibility lor any funds,
slocks, bonds, noles or other evidences of indebtedness and such custody shall be for the purpose of
salekeeping only.
The Custodians employed bythe City are:
TRUST ACCOUNT DEMAND (CHECKING} AC.COUNT
Fiduciary Trust lnternational ol the South SunTrust Bank, Miami, N.A.
2 Alhambra Plaza, Penthouse 1 Tn Brickell Avenue
CoralGables, FL 33134 Miami, Florida 33131-2809
The Plan is a Defined Benefit Plan covering subslantially all Firelighters and Police Ollicers in tha City of
Miami Beach, created under Chapter 23414, Laws of Florida, SpecialAct of 1945, as amended through
September 27,2016,
The Plan appears in the Code ol the City ol Miami Beach, Part l, Charier and Related Special Acts,
Subpart B, Related SpecialActs, Article lX, 'Pension System lor Disability and Retirement of Members ol
Police and Fire Depailments."
The Plan is also subject to the provisions ol:
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f:Vppfi$all\everyone\survnary plan\spd 03-201nroiaml beach spd 0&20't7.docx
memarnsnpnens
Members oI the Plan belong to one (1) ol the following four (4) tiers depending on their date ol
employment:
Benelits are defined according lo the lour (4) tiers listed above. Therefore, each member should
ascertain thoir conect tier in order lo accurately delermine their benelils.
5
f:VppfiSeilovoryone\strnrnary plan\spd 03-2017vnhml boach spd O&2017.docx
TIEB 1 All mcmbcrs hircd prior to July 14, 2010
TIER 2 All members hired on or after July 14,2010, but prior to Scptembcr 30,2013
TIER 3 Firc Droartment members hired on or aftcr Scptember 30, 2013,
but prior to June 8, 2016
Polico Deoartment membere hircd on or aftcr September 30, 2013,
but prior to July 20, 2016
TIER 4 Flre Departmcnt llcmbers hired on or after June 8, 2016
Police Deoartment Membsrs hirad on or afler July 20, 2016
=uctatuw eon meua
Any employee ol the Gity as delined below is eligible to be a member ol the plan:
TIEF 1 ANDTIER 2
The term 'employee' means any regular member ol the Fire Department or the Police Department
who has attained regular Civil Service Status in such deparlments under the otlicial classilication ol
positions in the Classilied service ol the City, having a rank in such deparfnent other than civilian
rank and other than the classilication ol school guard. Unless they have never held classilied
positions, the Chiefs o[ the Fire and Polie Departments shall be considered employees of this
System.
A phpk;al examination is required as prescribed by the Board of Trustees; however, results of such
examination shal! not aflect eligibility for membership, but shall be used for proper administration ol the
Plan by the Board.
TIER 3 AND TIER 4
The term 'employee' means any full-time employee who is certified as a lirefighter as a condition ol
employment in accordance with section 633.35, Florida Statutes, and whose duty it is to extinguish fires,
to protect life or to protect property, and any lull time employee who is certilled or required to be certilied
as a law enforcement officer ln compliance with section 943.1395, Florida Statutes, who is vested with
authority to bear arms and make anests, and whose primary responsibility is the prevention and detection
of crime or the enforcement ol the penal, criminal, tratfic, or highway laws of the State.
A copy of the membe/s enlrance physical examination shall be provided by the City and is requlred as
prescdbed by the Board ol Trustees; however, results of such examination shall not atlect eligibility for
memberchip, but shall be used for proper administration ol the Plan by the Board.
ALLTIERS
The member must sign a Designation ol Beneliciaries lorm and execute a contracl between the member
and the City. The Designation ol Beneliciades form can be executed at the Fire and Police Pension
Olfice and lhe contract can be executed at the Cily.
Any member who separates lrom active service with the Fire or Police Departments to accept an
appointment to any oflice ln the Unclassilied service of the City shall continue to have all lhe rights,
privileges and responsibilities of this System.
6
l:VppNalt\averyon6\sLmmary plen\spd 03-201nrnlemi beach spd 0$201 7.docx
Hq]0LBENEFTTS ARE FUNpEp
The Fire and Police Pension Plan is lunded by contributions lrom the members, the City ol Miarni Beach
and income lrom the invested assets.
coNTnEUnaNs BY il
TIEH 1 ANDTIER 2
Each memberof the Plan contributes 10% ol his or her salary.
TIER 3 AND TIER 4
Each member ol lhe Plan contributes 10.57o of his or her salary.
Salary is defined as base pay, longevily pay, overtime, shift diflerential 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 lor any member who is eligible for oveftime and receives ofl-duty
corpensation through the City. Effective $eptember 30, 2013, Salary shall exclude overtime pay in
sxcess ol 300 hours per calendar year.
Allconlribuiions are made on a pre-tax basis under Section 414(h) of the lntemal Revenue Code.
coNTnlEurtoNs BY crTY
The City must contribute an amount determined by the Plan's actuary to be sufficienl, along with lhe
member's contribulion, to fund systematically the benefits under the Plan. The Citfs contribution will vary
depending on the experience ol the Plan.
The anticipated aministralive expenses required to meet the cost of the Plan will be lunded through luture
normal contributions by the City and will be taken into account in the valuation.
DETAILED ACCOU}.ITING N
A Detailed Accounting Report and Administrative Expenses Budget are available upon request from lhe
Plan Administralor or can be lound on the Plan's website.
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BUY BACK OF PROBATIO
TIER 1 AND TIER 2
After oblaining regular stalus, members have six (6) months withoul interest in which to buy back their
probationary period lor credilable pension service; thereafter, interest will be charged at the rate of 3olo
each year.
TIER 3 AND TIER 4
Not Applicable
BUY BACK OF PRE.EMP
ALLTIERS
Members with less lhan five (5) years of creditable pension service as ol September 30, 2013, may
purchase up to two (2) years of pre-employment military time, calculated at the 3% benefit accrual rate lor
each year.
The purchase ol pr+employment military time tor Fire Department members must be completed within 24
months following the date lhe member completes tive (5) years of creditable pension service.
Tha purchase of pre-employmenl mililary time lor Police Department members must be completed within
36 monlhs following the date the member completes five (5) years of creditable pension service.
TIER 1 ANp TIEB 3
The cost to purchase each year is 10olo of the membefs 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 10.5% of the member's pensionable salary during the 12 calendar
months immediately preceding the date ol purchase.
I
f:Vppfi$all\everyone\sunmary plan\spd 03.201 71nriami beach spd 032017.docx
NpRlrALSEnVnERfftFEllENrELlGlBIL Y
TIER 1
Membere who met thc slioibilitvto retlre orlor to Sentember 30. 20i3
Normal retirement date requirements:
. the attainment of age 50 oro Rule of 70 - the sum of the member's age and creditable pension service equals at least 70
Members who meet the eliolbilitv to retire on or after Seotember 30. 2013
Normal relirement date requiremenls:
o the attainment of age 50 oro Rule ol70 - ths sum ol the membe/s age and creditable pension service equals at least 70;
however, a member must atl,ain age 47 to be eligible to meet the Rule of 70
TIER 2 AND TIER 3
Normal retirement date requiremenls:
. the attaininent o[ age 50 and the completion of at least five (5) years ol creditable pension
seMce or. Rule of 70 - the sum ol the membe/s age and creditable penslon service equals at least 70;
however, a member must attain age 48 to be eligible lo meet the Rule ol 70
TIER 4
Normal retirement date requirements:
. lhe attainment ol age 52 and lhe completion of al least five (5) years ol creditable pension
sarvice or. Rule of 70 - the sum ol the membe/s age and creditable pension service equals at least 70;
however, a membar must attain age 48 to be eligible to meet the Rule ol 7O
I
l:VppNall\everyone\swrrnary plen\spd 03-201 n fliaml beach spd 0&2017.tlocx
NORMAL RETIREMEIT BE
TIER 1
The monthly pension benelit lhat each member will receive il he or she continues employment untiltheir
normal relirement date is called the Normal Retirement Benefit.
Normal Batirement Benelit is calculated as follows:
Members who met thg sliqibiliU to retirg prior to September 30. 2013
3% X FAME X creditable pension service up to 15 years
Plus
4% X FAME X creditable pension service after 15 years
Benefit shall not exceed 90% of the linalaverage monthly eamings.
Final Average Monthly Eamings (FAME) is defined as 1112 of the average ol the two (2) highest paid
years or the average of the two (2) last paid years ol the member prior lo the date ol retirement or
terminalion, whichever produces the greater benelit, alter taking into consideration the overtime limit.
Mcmbers who met the eliqibilitv to retire on or after Seote$.ber 30. 2013. but orior to September
30.2015
3% X FAME X creditable pension seruice up to 20 years
Plus
4olo X FAME X creditable pension service after 20 years
Benelit shall nol exceed 85% of the linalavetage monthly eamings.
Final Average Monthly Earnings (FAME) is defined as 1/12 ol the avenge of the two (2) highest paid
years or the average of the two (2) last paid years of the member prior to the date ol retirement or
termination, whichever produces the greater benefit, alter taking into consideration the overtime limit.
Exceotione:
For any member who completed a buyback ol prior creditable pension service prior to Seplember 30,
2013, and reaches the 85% maximum benelit prior to age 47, the employee contributions shall cease on
the date such employee reaches the 857" maximum benefit, and his or her linal average monthly
earnings will be lrozen as ol such date.
Members who meet thc elioibilitv to retire on or FSlr September 30.2015
3% X FAME X creditable pension service up to 2O years
Plus
4/" X FAME X creditable pension service after2O years
Benefit shall not exceed 85o/o ol the finalavehge monlhly eamings.
Final Average Monthly Earnings (FAME) is delined as 1/12 ot lhe average of the three (3) highest paid
years or the average of the three (3) last paid years ol tha member prior to the date ol retirement or
terminalion, whichever produces the greater benefit, atter taking into consideration the overtime limit.
A member'e bcnclit muhiplier lor credhable penslon aervice earned beforc October 1, 2013, shalt
not be reduced.
10
f:VppNdnweryon€\sunmary plailspd 0&201 Tlmlaml beach spd 0$201 7.docx
T]ER 2
3olo X FAME X creditable pension service up to 20 years
Plus
4olo X FAME X creditable pension seruice after 20 years
Benefit shall not exceed 857o ol the final average monthly earnings.
Final Average Monthly Earnings (FAME) is defined as 1/12 of lhe average of the three (3) highest paid
years or lhe average ol the three (3) last pakl years ol lhe member prior to the date of retirernenl or
termination, whichever produces the greater benelit, after taking into consideration the overtime lirnit.
T|ER 3 ANp TrEB.g
3% X FAME X creditable pension service up to 20 years
Plus
4To X FAME X creditable pension service after 20 years
Benefit shall not exceed 85o/o ol the linal average monthly earnings.
Final Average Monthly Earnings (FAME) is defined as 1l'12 ol the average ol the five (5) highest paid
years or the average of the live (5) lasl paid years of the member prior to tre date of retirement or
lerminaiion, whichevar produces lhe greater benefit, alter laking into consideralion lhe overtime limit.
OVERNi'E LIMIT - ALL T
Fire Department Mambers:
The overtime and olf-duty included in the average monthly salary shall be limited in each year lo an
amount which is equal to 11"/o ol the highest annualized pay rate lor the same salary rank that the
member is in at time ol retirement.
Policc Dcoartmant ilembers:
The overtime and otl-duty included in the average monthly salary shall be limited in each year to an
amount which is equal lo 117o ol the highest annualized pay rate for the same salary rank that the
member is in at time of retiremenl.
However, the 11% limitation shall not apply to any member who held the rank of Sergeant or Lieutenant
on September 30, 2013, or any Police Officer who was promoted into the position of Police Sergeant prior
to the date the 2013 Cerlitied Police Sergeant Promotional Regisler expired in 20'15. Forlhose members,
the overtime and ofl duly included in the average monthly salary shall be limited in each year to an
amount which is equal to 7A'h ol the ditference belween the member's annualized pay rate ai retirement
and the highest annualized pay rate for the next higher salary rank.
ln addition, effective July 20, 2016, any member excluded from the 11% limitation by operation of the
above paragraph, if such member selfdemotes, the amount of overtime and otf-duty included in the
averErge monthly salary shall not exceed 1'lo/o ol the highest annualized pay rate for the same salary rank
thal the member is in at time of retirement
Etlective September 30, 2013, the overtime limil cannot include more than 300 hours of overtime in each
calendar year and employee contributions on overtime cannol exceed 300 hours.
11
l:VppNallleveryono\srrilnsry dan\spd 0$20lnrniaml beach spd 03-2017.d0cx
DEFERNED NEflEEMENT
DROP is an altemalive method for payment ol relirement benelils under the Plan without terminating
employment with the City. This program is avaihble to any member on the tarst (1d) day of any month
following the data upon which the member becomes eligible for normal service retirement.
Pdorto September 27,2016, the maximum DHOP pariicipalion period for members who entered the
DHOP on orafter September 1,2012, was 60 months (5 years). However;
o Members who enlered the DROP on or before September 30, 2015, may elect to extend their
DBOP pafticipation pedod by up to 12 months, for a total maximum DROP participation period not
to exceed 72 months.
. Members who entered the DROP on or after October 1, 2015, but prior to June 8, 2016, Ior Fire
Department members and July 20, 2016, for Police Deparlment mernbers may elect lo extend their
DROP participation period by up to 36 months, for a total maximum DBOP participalion period nol
to exceed 96 months.
Effective Seplember 27, 2o16, the maximum DHOP participation period for Fire Department members
who enter the DROP on or after June 8, 2016, and Police Deparlment members who enter the DROP on
or alter July 20, 2016, is g6 months (8 years).
For all members who enter the DROP on or afler September 1, 2012, participation may not continue
beyond lhe dale when the membe/s combined years of creditable pension service and time in the DROP
equals 456 monlhs.
Participation in the DBOP is voluntary. As a condilion of participation in lhe DFIOP, the member must
inevocably agree to lerminale employment with lhe City at the end of the maximum DROP participation
period. The member may elect to terminate employment with the City and pailicipation in the DBOP
before the maximum period.
ll a member elects to participale in the DROP, the lollowing will happen:
. The member's years of creditable pension seryice and FAME will be delermined as of the last
day prior to entering the BROP and will be used to calculate the member's normal retirement
benelit. The member will cease to accrue additional normal retarement benelils (except for cost of living
adjustmenls under the Plan). The member will no longer be eligible for Disability Retirement or Service Connectad Death
benefitso The membe/s employee contribution to the Plan willendo The member will continue to be an employee ol lhe City and receive all benelits of being an
employee o[ th€ City
The membeds normal retirement benefit will be deposited into the membefs DHOP account. The
member is responsible lor selecting the investment oplions lrom the investment vehicles provided by the
Board. DBOP paymenls will be credited or debited with inyestmenl eamings or losses according to the
perlormance of lhe inveslment options selected. At the conclusion ol the member's participation in the
DFIOP, the member's accumulated DROP balance will be diskibuted to the member and lhe member's
normal retirement benelit will begin to be pakl dhectly to the member in accordance with the Plan
provisions.
l[ the member should pass away while participating in the DROP, the DROP acc,ount bahnce will be
distributed to the membe/s beneficiary, in addition io any survivor benefils payable by the Plan.
12
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9OST OF LIVTNG ADJU
TIER 1
The normal relirement benelit will increase after the lirst year of retiremenl by 2.5"/". This cost of living
adlustmenl willbe applied annually on the anniversary date of the member's retirement.
TIER 2. TIER 3 AND TIER 4
The normal retirement benelit will increase atter the lirst year of retirement by 1.5%. This cosl ol living
adjustment will be applied annually on the anniversary date ol the member's retirement.
Exceotions TIER 1:
Membars who entcred the QFOP on or after Seotember 1. 2012. and before September 30, 2013,
adlustment date regardless of whether the member remains in the DROP for the maximum DROP
participation perid.
Membcre who entered the DROP. on or before Seotember 30. 2015. and elect to exlend their DROP
participation pedod by up to 12 months, shall receive a zero percent (07d cost ol living adjustment lor the
sixth (6") annual adjustment date. lf the member lhereafter separates lrom City employment at any time
during !!re sixlh (6-) year of DROP partlcipation, they shall not receive a cost of living adjustment on the
sixth (6) annual adjustment dale, but slratl raceive a cost of living adjustmenl on lhe seventh (7n) annual
adjustment date and each annua! adjustment date thereafter.
Membcrs who cntcred the DRQP on or after Octobcr 1. 2015. but prior to June 8. 2016. lor Fire
Beoartment members and Julv 20. 2016. fo.t.Police Department members and elect to extend their
DROP pailicipat[on period by up to 36 months, shall receive a zerc percent (0olo) cost of living adjustment
lor the sixth (6'n), seventh (7') and eighth (8'") annual adjustment dates. lf the member lhereafter
separales from City employment at any time within the sixt-h (6h), seventn pth) or eighth (8rh) year ol
DROP pariicipation, lhey shall not receive a cosl of living adjuetment on the annual adjustment date next
follow3ng separation of employment, but shall receive a cosl of living adjustment on each annual
adjustment date thereafter.
Exceotion TIER 1. TIER 2 AND TIER 3:
Membcrc who cntcr thc DROP on or after June 8. 2016. for Fire Departmcnt mcmbers and Jutv 20.
2016. lor Policc Deoartment members shall receive a zerc percent (0olo) cost of living adjustment for
annualadjustmenldates.ilthememberrhereafterseparales
lrom Cily employment at any time within the sixth (6\, seventh (7'n) or eighth (8h) year of'DHOP
participation, they shall nol receive a cost of living adfustment on the annual adjustment date nexi
lollowing separation of employment, but shall receive a cost ol living adjustment on each annual
adjustment date thereafler.
Exccotion TIER 4:
Members who enter tha DROP on or atler June 8. 201G. for Fire Department members and Julv 20.
2016. for ?olice Deoar{nent members shal! recpive a zero percent (0olo) cost of living adjustment lor
the first (1s'), second (2'"r), third (38) and lourth (+rh) annual adjustment dates. lf the member thereafter
separates from City employment at any time wiihin the first (is), second (2d), third (sd) or lourth (4t\
year ol DROP participation, they shall not receive a cost ol living adjustment on the annual adjustment
date next following saparation of employment, but shall receive a cost ol living adjustment on each annual
adf ustment date thereafter.
13
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VESTED NETINEM E].IT BEN
O
Vested benefit after flve (51 vearg but tcss than ten (101vears,qf credilable pension scrvice
Membar may select one (1) of the folloning options:
a. The retum of the member's employee contributions wilh interest or
b. Upon the metrber's normal retirement date, the member may elect lo receive a benelil payable
lor life, equalto the member's monthly pension benefit accrued to date of terminalion.
ln the event of the death of the member prior to the member's normal retirement date, the membe/s
beneliciary will receive a refund of employee contributions with interest on thai sum at the rate of three
percent (3oA) per annum computed untilthe date ol payment.
Vested beneflt afler ten (101 vears of creditabla pension servica
Member may select one (1) of the lollowing options:
a. The return of the member's employee contributions with interest or
b. Upon the member's normal retirement date, the member may elect to receive a benelit payable
lor lile, equal to the member's monthly pension benefit accrued to date of terminalion.
ln the event of the death ol the member prior to lhe member's normal retirement date, the membefs
beneficiary will receive beneficiary benelits when the member would have reached his or her normal
retirement date, in accordance with the beneficiary benefits option the member selected.
lf a mernber is not entitled lo a benelit under the Plan or il the benefits paid do not equal the member's
employee contributions, the balance ol the employee contributions will be paid to the member or to the
membe/s designated beneliciary.
14
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DtsaBLrrY FEflBEitEil
TOTAL AND PEFMAT{ENT DISABILIIY INCURBED lN THE UNE OF DUTY (Sefvice Connectcd}
Eligibility is immediate upon becoming a member.
Any member wtp becomes totally and permanently disabled al any time as the result of illness or injury
suffered in the line ol duty may be retired on an accidenlal disability benefit. Disability retirement is
subject to the approval ol the Board of Trustees based upon established methods and procedures.
Upon an accidental disability retirement, a member receives a benelil equal to his or her monthly pension
benelit accrued to the date of disability or the minimum benetit payable is 85o/o of the membe/s salary at
the time ol disability relirement less any oflset that may be required by Workers Compensation.
TOTAL AND PERMANFNT DISABILITY NOT INCURRED lN THE LINE OF DUTY Non-Service
Connected)
Any member who becomes totally and permanently disabled after completion ol live (5) years of
creditable pension service, as the result ol illness or injury not suflered in the line ol duty, may be retired
on an ordinary disability benelit. Bisability retirement is subject to the approval of the Board ol Trustees
based upon established methods and procedures.
Upon an ordinary disability retirement, a member receives a benetit equal to his or her monthly pension
benelit accrued to the date of disability.
DISABIL]TY RETIBEME
All applications for disability retirement are liled with the Board of Trustees, The Plan Administrator will
supply the necessary form lor the proper liling of the disability claim. The Plan's medical board of three
(3) doctors will examine the member and report their findings to the Board of Trustees. The Board ol
Trustees will rule on the request lor disability retirement based on all repofis and examinations available.
The criteria that must be met for the Board to grant a service connected disability retirement is: (1) Total,
(2) Permanent and (3) Service lncurred.
The criteria that must be met for the Board to grant a non-service connected disability retirement is: (1)
Total and (2) Permanent.
ll takes live (5) affirmative votas ol the Board ol Trustees to grant a disability retirement.
15
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il.
COUMENCE]UIENT OF CI.AIM
A. A member who believes he or she is eligible lor a disability pension ('Applieant') shall apply
lherefor on a form made available by the Board of Trustees ("Board') or a lorm othennise
acceplable to the Board ("Application').
B. The Applicanl shall also execule such releases, aulhorizations or olher documenls deemed
necessary for the Board to obtain a complete lile of relevant documentatlon.
C. The Applicant shall fully coopeftlte with the Board to assist the Board in obtaining such
complete file.
D. The Applicant shall have the right to be represented by legal counsel at any and all stages of
the claims procedura.
INFOR"AL HEARING
A. At the inlormal hearing, the Board shall consider only the documenlary eviderrce contained in
the lile and any evidence received purcuant to paragraph B below.
B. other than answers to questions from rnembers of the Board or from the Board's attomey, the
&ard will take no additional evidence at the informal hearing, although the Appllcant or the
Applicant's legal counsel may make a short presentation, limited lo c-omments or argumenls as
to the evidence contained in lhe file.
C. Upon completion ol review of the Applic?tion at the inlormal hearing, the Board shall render a
decision unless it finds that the file is incomplete or lhat additional inlormation should be
obtained. ln the latter case, the Board may defer ruling and continue the informal hearing to
such time as the Board linds that the file is complete.
D. The Board shall decide the merits of the Application by motion duly adopted and shall
subsequently fumish a copy thereof to the Appl'rcant. ln addition, the Board shall provida a
wdtten explanation ol the right lo a forma! hearing on the Applkxtion and the lime limil within
which a formalhearing must be requested in writing.
E. The decision of the Board after the informal hearing shall not be linal until afler the time has
expired to request a lormal hearing, or, il a full hearing is limely reguested, until the Board
makes a decision lollowing the formalhearing.
FORMAL HEARING
A. An Applient may request a lormalhearing on the Application upon which the Board has made
a decbion on the merits following an inlormal hearing.
B. The request for a lormal headng must be in writing and must be physically received by the
Board within 30 days of seruice ol the Board's writlen decbion on the merils after the informal
headng. Service by the Board will be deemed to have been made on lhe date ol mailing by the
Board to the Applicant.
C. After the Applicant has limely begun the process lor a lormal hearing, fre Applicant or the
Applicant's legal counsel must notily the Board's attomey in order to work out mechanics sr.rch
as discovery and a mulually convenient time lor the formal hearing. However, in all cases, at
least sixty business days prior to the lormal hearing, the Applicant or the Applicant's legal
counsel must (1) provide Board and ihe Board's attomey with copies ol all medical reports or
other relevant documentary evidence in the Applicant's possession or of which the Applicant
has knowledge, (2) provkle the Boards attomey a list ol names, addresses and telephone
16
l:VppNall\everyono\sunrnary plan\spd 03.201?lnrlami beach spd 03.20't7.docx
OISffiILTTY CLAIMS PR
numbers ol each and every witness the Applimnt claims has knowledge relating to the
Applbation and {3} provide the Board's attorney with a short statement or summary ol the
testimony ol each and every witness. lf the loregoing period is not sutficienl, the Board's
attomey will advise the Board that the lormal hearing should be postponed to a later date. ll the
Applicant or the Applicanfs legal counsel does not comply with this paragraph, the Applicant
may be precluded from offering the testimony or evidence at the formal hearing.
D. Except lor discovery requested by the Board or the Board's attorney, all costs of discovery,
including the compensation of prolessional and lay witnesses, shall be bome by Applhant.
E. The Applicant shall be responsible to obtain the attendance ol lhe Applicant's witnesses at the
formal hearing. Upon timely written request by the Applicant, he Board shall issue subpoenas
lor the attendance of witnesses at depositions and at lhe lormal headng. The Board may
charge a reasonable lee for issuance ol subpoenas to the exlent permitted by law. lf provided
in accordance with these proeedures, transcripts of depositions shall be made part of the file.
Although such transcdpts will not necessarily be read into the record, any portions thereof may
be read into lhe record by any party and may be refened to in argument. ln all cases, the
Applknnt shall bear the burden ot proof to show entitlement to the benelils sought.
F. Should the Applicant decide to appeal a decision made by the Board with respeci to any matter
corsidered at the formal headng, the Applicant will need a record ol lhe proceedings, and, for
such purpose, the Applicant may need to ensure that a verbalim record of the proceedings is
made, which record includes the testimony and evidence upon which lha appeal is to be based.
G. Decbions of the Board after a formal hearing shall be final and binding, subject to judicial
review. Such decisions shall set torth the specific reasons for denial as provided in Section
1 12.66(7), Florida Statutes.
, H. The Board slrall decide the merils ol the Application by motion duly adopted and shall
subsequently fumish a copy thereol to Applicant. Service by the Board will be deemed lo have
been made on the dats of mailing by the Board to ihe Applicant.
l. Judicial review of decisions ol the Board shall be had in the manner prescribed by law.
MISCELLANEOUS
A. lnlormalhearings and formalhearings willbe held during regular Board meetings as pad of the
regular Agenda. No Applicant has the dght to demand or lo receive a special setting upon the
Application.
B. Applications will generally be heard in the order filed. However, in some cases a hter-filed
Applicalion will be ready lor hearing before an earlier-filed Application. ln such a case, the
Application first ready to be heard will be heard lirst.
C. ll more than one Application ls ready lor formal hearing, the earliest-filed Application shall be
heard first and olher Applications which are ready shall be heard in the order filed. However, in
faimess lo lhe Applicant and to the Board, the Board may limit the number of lormal hearings
heard on any single Agenda.
D. Testimony ol all witnesses shall be under oath or affirmation.
17
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o
Acf lYF lil EM BERS BE].|EF|C|ARYEEf{FFITOPTI0NS
A member must complete a Elesignation ol Beneliciades form and select one (1) of the two (2) lollowing
beneliciary options:
OPTION 1: STANDARQ BENEFIT
This option provides benefits to the specified beneliciaries defined under the Plan Document as follows:
Surviving Spouse shall mean the laMully wedded spouse of a member livino with the member
at the time ol the membe/s death.
Domestic Partner shall mean a person with whom a member has enlered into a domestic
partnership as defined in the Miami Beach City Code and registered and documented
accordlng to the requirements ol lhe Miami Beach City Code.
ChlldrEn in equal porlions to each child ol the deceased member and shall cease when;
(1)The child attains the age o118, or
(2)The child attains the age ol 22, provided the child is a full-time student in high school or
college, or
(3)The child marries or dies
A legally adopted child shall have the same rights as a natural bom child but no benefit shall be
allowed to any stepchild ol a deceased member.
Handicapped Child shall mean a child ol a member who has raached 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 othenrise would have required,
the member lo provide primary support lor the child.
Dependent Parent shall rnean a parent of a member lor whom a member is entitled, or would
have been entitled, to claim a dependency exemption lor federal income tax reporting
purposes.
OPTION 2: 10 YEAH CERTAIN BENEFIT
The rnember designales a beneficiary of his or her choice under this option.
This option provides no benelit to spouse, domestic partncr, dependent ehild or dependent
parents unless chosen specilicatly as the beneficiary.
!T IS IMPORTANT TO KEEP THE DESIGNAT]ON OF BENEFICIARIES FORM UP TO DATE
18
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ACTIVE i'IEI'BERS SUR
BENEFIT FOH SERVIGE COI{NECTED DEATH
This section describes the various ways and conditions the pension benelit can be paid.
Eligibility is immediate upon becoming a rnember.
Upon the death of a member resulting from inlury suffered in the line of duty, the benelit is payable as
follows:
oPTION 1,: . STAND..ARD BENEFIT
tr Upon the death of the member, the surviving spouse or domestic partner will receive the greater
of:
(1)The pension which the deceased member wouH have been entitled under the provisions of
the plan
(2)Eighty-five percent ol the membe/s salary at the date ol his or her death
ll there is no surviving spouse or domestic partner, or upon the surviving spouse's remaniage or
death, or upon the domestic partne/s maniage or entry into another domestic partnership or
dealh, the benelit set lorth shall be pakl to the member's children in equal portlons lo each child
ol the deceased member and shallcease when:
(1)The child attains the age o118, or
(2)The child attains the age of 22, provirJed the child is a full-time student in high school or
college, or
(3)The child marries or dies
A legally adopted child shall have the same righls as a natural bom child but no benefit shall be
allowed to any stepchild of a deceased member.
ll there are no benelits payable to a child or children, then the benelits set forth shall be paid to the
dependent parent ol the deceased member.
Execotions:
Benefits shall contlnue to be paid to the member's surviving spouse on the surviving spouse's
remaniage, instead of to the membe/s children, il the member is kllled in the line of duty.
lf the child attains the age ol 18 and is handicapped, the benefits will continue to the handicapped
child untilthe handicapped child ceases to be handicapped.
IN UEU OF THE STANOAHD BENEFIT, A IIEMBER MAY ELECT TO HAVE THE BENEF]T PAIO AS
FOLLOWS:
OPTION 2: l.Q Y"EAR CERTAIN BENEFIT
tr Upon the death of the member, the designated beneficiary will receive the benefit calculated lor
the member under the provisions ol the Plan. This benefit will be paid lor a total of 120 months.
This option provides no benefits lo spouse, domestic partner, dependent child or dependent
parent unless selected specilically as the beneficiary.
19
lrVppfrSalfteverpnelswnmary plan\sF 03.201ndaml be8ch spd 03-?01 7.docr
ACT'VE MEMBERS SUBV
BENEF]T FOR NON-SERVICE CONNECTED pEATt!
This section describes the vadous ways and conditions the pension benefit can be paid.
Eligibility is alter live (5) years of creditable pension seMce.
OPTION 1: STANDAHD BENEFTT
tr Upon the death ol the member, the surviving spouse or domestic partner will receive 100% ol
the benelit lhat is calculated under the provisions ol the Plan for one year, and thereafter the
greater ol 75"h ol the total benelit or 25!o ol the average monthly salary for the two highest paid
years. All benelils cease upon the surviving spouse's remaniage or death, or the domestic
partner's marriage or entry into another domestic partnership or death.
ll there is no surviving spouse or domestic partner, or upon the surviving spouse's remarriage or
death, or uPon the domesth parlne/s maniage or entry lnto another domestic partnership or
death, the benefit sst torth shall be paid to ihe mernber's children in equal portions to each child
ol the deceased member and shall cease when:
(1)The chald attains the age ol 18, or
(2)The child attains the age ol 22, provided the child is a full-time student in high school or
college, or
(3)The child manies or dies
A legally adopted child shall hava the same rights as a nalural born child but no benefit shall be
allowed to any stepchild of a deceased member.
lf there are no benelits payable to a child or children, then the benetils set forth shall be paid to the
dependent parent ol the deceased member.
Exceotions:
ll the surviving spouse was manied to the deceased member for less than 10 years, or the domestic
partnership was registered for less lhan 10 years, then the benefits are payable for a period no longer
than the normal life expectancy of the deceased member at tha time of death.
ll the child attains the age ol 18 and is handicapped, the benelits will continue to the handicapped
child untilthe handicapped child ceases to be handicapped.
!N LIEU OF THE STANDABD BENEFIT, A MEi'BER MAY ELECT TO HAVE THE BENEF]T PAIO AS
FOLLOWS:
OPTION 2: 10 YEAR CERTAIN EENEFIT
tr Upon lhe death ot the member, the designated beneliciary will receive the benefit calculated lor
the member under the provisions ol the Phn. This benefil will be paid for a total of 120 rnonths.
This option provides no benefits to spouse, domestic partner, dependent child or dependent
parent unless selected specilically as the beneficiary.
20
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BFrrBEo UFr,'IBEBS BENE
At lhe time retirement, a member rnust complete a Participant's Election ol Benefils lorm and select one
(1) ol the following beneliciary options:
OPTION 1: STANDARD BENEFIT
This oplion provides benefits to the specified beneficiaries delined under the Plan Document as follows:
Surviving Spouec shall mean the lawfully wedded spouse ol a member livino with the member
at the time ol the membe/s death.
Domestlc Partner shall mean a person with whom a member has entered into a domestic
partnership as delined in the Miami Beach City Code and registered and documented
according to the requirements ol the MiamiBeach City Code.
Chlldren in equal portions io each child of the deceased member and shall cease when:
(1)The child attains the age of 18, or
(z)The child attains the age ol 22, provided the child is a full-time studenl in high school or
college, or
(3)The child marries or dies
A legally adopted child shall have the same dghts as a natural bom child but no benelit shall be
allowed to any stepchild of a deceased member.
Handicapped Child shall mean a child of 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 otherwise would have required,
the member to provide primary support for the child.
Dependent Parent shall mean a parent ol a member lor whom a member is entitled, or would
have been entitled, to claim a dependency exemption for lederal income tax reporting
purposes.
IN LIEU OF THE STANDARD BENEFIT:
QPTION 2: 10 YEAB CEHTAIN AND LIFE - The member designates a beneficiary ol his or her choice
under this option.
OPTION 3:. LIFE OF HEMBER ONLY - There is no beneficiary benefit under this option.
- The membar designates a beneliciary ol his or her
These options provide no benetii to a spouse, domestic partner, dependent child or dependent
parents unless chosen specifically as the benellciary.
21
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RET'RED MEMBERS SUR
This section describes the various ways and conditions the pension benelit can be paid.
The benefit that is calculated under the provisions of the Plan is payabte to the member lor his or her lile.
OPTION 1: STANDARD BENEF]T
E] NoRIIAL RETIREMENT BENEFIT:
Upon the death ol the member, the surviving spouse or domestic partner will receive 100% ol
said benefit for one year, and thereafter the greater of 75a/a of the total benelit or 25o/o of the
average monthly salary lor the two highest paid years. All benefiis ceasa upon the surviving
spouse's remaniage or death, or the domestic partne/s marriage or entry into another domestic
partnership or dealh.
ll there is no surviving spouse or domestic partner, or upon the suMving spouse's remarriage or
death, or uPon the domestic paftnefs maniage or entry into another domestic partnership or
death, the benelit sel lorlh shall be paid to the member's children in equal portions to each child
of the deceased member and shall cease when:
(1)The child attains the age of 18, or
(2)The child attains the age ol 22, provided 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 rights as a natural born child but no benefit shall be
allowed lo any stepchild ol a deceased member.
ll there are no benefits payable to a child or children, then the benefits set forth shall be paid to the
dependent parent of the deceased member.
Exceotions:
ll the surviving spouse was married to the deceased member for less than 10 years, or the domestic
partnership was registered lor less than 10 years, then the benefits are payable for a period no longer
than the normal lile expectancy of the deceased member at lhe time ol death.
ll the child attains lhe age of 18 and is handirxpped, the benelits will continue to the handicapped
child until the handicapped child ceases to be handicapped.
22
tlVppl\$allbveryone\summary plantspd 00-20ln rianri beach s@ 0$2017.docx
NETIRED MET'BENS SU
IN L]EU OF THE STANDABD BENEFIT, A MEMBEH MAY ELECT TO HAVE THE BENEFIT PAID AS
FOLLOWS:
OPTION 2:
tr to YEAR CEBTAIN AND LIFE: This option provides payments lor the membefs lifetime. ll lhe
member shouH die before 120 payments are made, the payments will continue to the membe/s
designaled beneliciary until a lotal of 120 payments have been made. This opUon provldes no
benefils lo spouse, domestic partner, dependent child or dependent parent unless chosen specilically
as the beneficiary.
THE FOLLOWING OPTIONS ARE ALL BASED ON THE ACTUARIAL EOUMALEI{T OF THE 10
YEAR CERTAIN AND LIFE BENEFIT:
OPTION 3:
tr LIFE OF MEMBER ONLY This option provides payments to the member as long as the member
lives. All benelits cease upon the membe/s death. Thef.e are no
beneftclarv benelits under this option.
OPTION 4:
tr .lomr AND suRvtvon
25!"Under this option, a reduced monthly pension is payable during the
membe/s liletime. The member's designated beneficiary, if living at time
ol the membe/s death, will receive 25o/o ol the membe/s benelit for as
long as lhe beneliciary lives. This option provides no benelits to spouse,
domestic partner, dependent child or dependent parent unless selected
specifically as the beneficiary.
Under this option, a reduced monthly pension is payable during the
membe/s lifetime. The membe/s designated beneficiary, il living at time
of the membe/s death, will receive 5O% of the member's benelit for as
hng as the beneficiary lives. This option provides no benefits lo spouse,
domestic paitner, dependent child or dependent parent unless selected
specifically as the benaficiary.
Under this option, a reduced monthly pension is payable during the
membefs lifetime. The member's designaled beneficiary, if living al time
ol the member's death, will receive 66Ts7o ol the member's benefit lor as
long as the beneficiary lives. This option provides no benefits to spouse,
domestic partner, dependent child or dependent parent unless selected
specifically as the beneficiary.
Under this option, a reduced monthly pension is payable during the
membe/s litetime. The member's designated beneficiary, if living at time
ol the membe/s death, will receive 75o/o of the membe/s benelit for as
long as the beneficiary lives. This option provides no benefits to spouse,
domestic partner, dependent child or dependent parent unless selected
spacilically as the beneficiary.
50%
Anyfhing herein to the contrary notwithstanding, the non-spousal benefit may be limited by law.
29
f:VppfiSall\everyone\summary phn\spd 03-2017tnlami beach spd 0&2017.docx
ffilfl"
757"
pnesrrurmc cutuq
Claims ProcEdures
lf a member is eligible lor any benelits lrom the Plan, the member will be provided with a notilication form
showing the approximate amount ol the member's benefit and the earliest date on which such benefit is
payable. The membe/s request lor plan benefits shall be considered a claim for plan benelits, and it will
be subject to a lulland fair review.
Claims lor benefits under the Plan must be filed in writing with the Board ol Trustees (Plan Adrninistrator).
The Plan Administralor will supply the necessary lorms lor the proper filing of the claim. lt the claim is
such that there is no special form, a letter should be addressed to the Board ol Trustees and mailed to
the Plan address.
ll the membe/s claim is denied in whole or in part, the Plan Administrator must lumish the member with a
written notice ol the denied claim. This written notice must be provided to the member within a
reasonable period ol time. The written notice must contain the lollowing inlormation:
. The specific reason or reasons lor the deniale Specilic reference to those plan provisions on which the denial is basedr A description of any additional information or material necessary to eorrect the membe/s
claim and an explanation of why such material or inlormation is necessaryo Appropriale inrormation as to the steps to be taken il the member wishes to appeal the
denied claim
Clalms.Review Procedure
Upon the denial of the membeds claim lor benefits, the mamber may appeal the denied claim, in writing,
with the Plan Adminislrator. The member must submit an appeal lor review no laler than 30 days after
the member received writlen notilication ol the denied claim. The member rnay review all pertinent
documents relating to the denial of the claim and submit any issues and commenls, in wriling, lo the Plan
Administrator. The member's appealed claim must be given a lull and lair review.
24
f:Vppf\lalloveqpng\sunrnary plan\spd 03-201 Thiami beach spd 0$2017.docx
COLLECNVE EANGflN
Certain members covered by the Plan are members ol the lollowing collective bargaining units:
For the contract period ol October 1, 2015, through Saptember 30, 2018, various pension changas were
negotiated. These pension changes were adopted by the City Commission on September 27,2A16, by
Ordinance No. 20164035. Some of these changes are:
. Creditable pension seMce transfened from the Miami Beach Employees Retirement Plan ls
considered creditable pension service in the Fire and Police Pension Plan.
. Changes in the overlime limit calculation lor Police members who selfdemote.
. Changes to the Delerred Retirement Option Plan (DROP)
r Change to the purchase pedod ol Pre-employment Mililary Time
o Change in eligibility to retire lor Tier 2 and Tier 3
r New Tier 4 lor members employed on or after the date ol ratitication of lhe respective collective
bargaining agreements.
NON ASSIGNABIL]TY
No pension provided for herein shall be assignable or subject to gamishment for debt or to other legal
processi and no pension provided lor herein shall be subjed to any deductions or assessments by the
City ol Miami Beach, Florida, nor shall any benefits hereunder be altered or modilied in any respect due
to the fact that any member may be the recipient of any benelits lrom any other pension. In accordance
with Florida Statutes 175.241 and Florida Statutes 185.25 and the anti-alianalion provision in our Plan,
Domestic Relations Orders, qualilied or othenrvise, eannot be enforced by our Plan. However, pension
benefits are subject to legal process to satisfy income deduclion orders and IRS tax liens.
The Plan does have a provision relating to offsets lor Wo*ers' Compensation benefits pakl by the City to
a member who retired on a Service Connected Disability lor the same condition for which Workars'
Compensation benelits are being paid. Offset lor Workers' Compensation is limited to the exlent by
which the lolal of Workers' Compensation benefits and disability benelits exceed 100% ol average
monthly wage as delined under Workers' Compensation.
25
f:\fppfi$afieveryorr\sunmary plan\spd 03-201nrniarni boach spd 0$20't7.docx
IMPABf,AULNOIICE
There are certain circumstances which may result in the disqualilication, ineligibilily, denial, loss, forleiture
or suspension of benefits in this Plan. The following is a list of these circumstances:
wrxonlwm oe corrnrm
ll a member leaves ihe employtnent of the City and withdraws his or her contributions plus interesl, the
member ceases to be eligible lor benelits.
Tha pension plan has a provision which provides for cessation of pension as lollows:
Upon a membe/s conviction ol a felony and actual incarceration in a penitentiary, any pension being paid
to the member under this Plan shall be paid to lhe member's spouse or children as herein prescribed lor
a deceased member under this article, until the membefs official release lrom incarceration, then, the
pension will be paid to the pensioned member again.
FOPFETURE OF PENSIil
Florida Slatules, Section 112.3173 provides for the lodeiture ol retirement benelits by public oflicers or
public employees who are convicted ol (including a plea ol guilty, a plea of no conlest or a jury verdict ol
guilty when adjudication is withheld and probation is ordered), or whose office or employment is
terminaled by reason of his admitted commilment of, ceiain offenses, to-wil:
1. commifting, aiding or abetting ol an embezzlement ol public funds
2. the committing, aiding or abetting ol any thelt by a public ollicer or employee lrom an
employer
3. bribery in connection with the employment of a public ollicer or employee
4. any felony specilied in Chapter 838, Florida Statutes (bribery; misuse ol public office)
5. the committing ol an impeachable oflense
6. the committing ol any felony, willlully intended to delraud the public or lhe public agency
of the right to receive laithful perlormance ol duties, where a profit, gain or advantage
through the use or attempted use ol the power, rights, privileges, duties or positions of
the public otlice or employrnent is realized, obtained or aftempted to be realized or
obtained.
The Board of Trustees shall have the power lo examine into the facls upon which any pensions are
granled under this Plan and lo asceilaln if any pension has been granted or obtained enoneously,
fraudulently, or illegally for any reason. Said Board shall also be empowered to purge the pension rolls of
any pensions granted under this Plan, if the same are found to be erroneous, lnudulent or illegal for any
reason; and lo reclassify any pensioner who, under this Plan, is erroneously, improperly or illegally
classilied.
26
f:VppNaltEveryone\surymary phn\spd o3-zolnrniaml b€ach spd 0$201 7.docx
RECOVENING FROII DIffi
ln the event a member who has been retired on a pension on account of permanent and total incapacity
regains his or her health and is found, by the Medical Board designated by the Board of Trustees of this
Plan, to be in such physical and mental condition as to meet the requirements ol the Personnel
Department for service acceptable to the City, lhe Board shall order his or her pension disconlinued, and
he or she shall be ordered lo resume active serviee in the department lrom which he or she was retired at
the sama or similar work as that at which he or she was employed prior lo the disability ratirement or at
any other work within the limits o[ his or her phpical or mental capabilities at a rate of compensation not
less than seventy percent (707o) of the pay at the time ol his or her retum to active service lor the
classification occupied by him or her prior to the disabiliiy retirement. Upon request ol 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 repod thereon; and il there shall be substantial evidence that the retired member is
capable of perlorming service acceptable to the City in the Department lrom which such member was
relired, he or sha shallbe ordered to resume active duties and his pension shall be discontinued.
TEPIIINATION OF PLAN
ln case ol termination ol the Plan, or in the event of tha disconlinuance of contdbutions thereunder having
the effect ol such terminatlon, the rights ol all members of this Plan to benetits accrued to the date of
such termination or discontinuance, lo the extent then funded, shall be non-forfeitable.
IBS-OIIALIEICAIIAS
The Delened Benefit Plan is meant to comply with the provisions ol the lntemal Revenue Code. The
Board of Trustees will take no action which may jeopardize the qualification ol the Phn.
27
l:\fppNall\everpno\summary plan\spd 0&20lWnlaml boach spd 03-201 7.docx
CITY PENSION FUND FOR FIREFIGHTERS AND POLICE OFFICERS
IN THE CITY OF MIAMI BEACH
FINANCIAL DATA SUMMARY
SEPTEMBEH 30,2016 AND 2015
APPENDIX A
CITY PENSION FUND FOR FIREFIGHTERS AND POLICE OFFICERS
IN THE CITY OF
't,tIAMI
BEACH
Statements of Fiduciary Net Position
September 30,7016 2015
Cash 20,951 5 72,795
Receivables:
Recelvabte for securities sold
Accnpd interest and dividends
7,754,543
2,718,OO7
99,050
2,367,546
Total Receivables 4,172,550 2,$6,596
lnrrestments, at falr value:
Short-term investments
U.5. government securitiE
Common stocks
Domestic equlty fund
lnternatlonal equity fund
Domesdc fixed irconre
lnternatlonal fixed income
Real estate fund
ttutual fuMs setf-dlrected DROP partic'ipants
5,860,(X6
64,658,443
342,649,084
76,730,314
29,484,393
1 75,1 31,361
47,744,078
42,306,906
19,626,380
1 2,821,546
30,501,825
3U1,219,899
65,861,793
25,794,216
208,341,514
4,295,751
4,297,637
11,417,167
Totrl lnvestments 803,591,005 748,561,343
Total Assets 808,084,506 751,050,734
LnBtunEs
Accounts payabte
Payable for securlties purchased
392,690
1,267,694
395,095
38,141
Total Llabillties 1,660,174 433,236
Net Position Rcstricted for Pensions s 806,424,132 S 750,6t7,498
The auompanying notes are an intqrol
part of these trnorctal staternents.
CITY PENSION FUND FOR FIREFIGHTERS AND POLICE OFFICERS
!N THE CITY OF IAIAIAI BEACH
Statements of Changes in Fiduciary Net Position
Yeors eded September 30,2016 20't 5
ADDIllONS
Contributions:
Ciry
Share ptan
34,850,092 5
12O,549
33,02E,839
120,549
Total Employer 34,970,641 33,149,388
Employees:
Contributions
Buybacks
5,746,414
278,383
5,668,857
275,557
Total Employees 5,984,397 5,94/-,414
Total Contrlbutlons 40,955,038 39,093,802
lnvestment income:
Net appreciation (depreciation)
ln fair vatue of investments
lnterest and dMdends
56,626,732
17,156,573
(8,170,202)
17,119,653
Total lnvestment lncome
Les: investmefit expenses
73,783,3O5
3,244,O05
9,149,451
3,460,118
i,let investment income 70,539,300 5,699,333
Total Additions 1 1 1,494,338 44,783,135
DEDUCNONS
Benefits paid
Participants' contributions refunded
Administrative expenses
54,861,660
826,444
62,500,040
86,676
771,493
Total Deductions 3r,687,704 63,464,7A9
Net lncrease (Decrease)
NET POSITION RESTRICTED FOR PENSIONS
Beglnnlng of Period
55,806,634
75O,617,499
(18,681,074)
769,298,572
S 806,424,132 5 7*,617,498End of Perlod
The a*ompanying nates ore an integrol
part of these fimncial staternents.
CITY PENSION FUND FOR FIREFIGHTERS AND POLICE OFFICERS
IN THE CITY OF MIAMI BEACH
ACTUARIAL VALUATION SUMMARY
ocToBER 1,2015
APPENDIX B
Tablc I
City Pension Fund for Fircfighlcrs and Police Ollicrrs
ln the CIty of llliaml Bcach
Summarv of Pension Fund Costs as of Octo-lcr 1.20t5
Prior Assumotions Currcnl Assumplians
Cosl
Drtr
Cost
Datq
508
20
124
47,731.458
55,368,491
57.195,65 I
65,730921
.h ol
Projcctcd
Pcosionablc
Prrroll
N/A
r-{/A
N/A
83.5%
96.8o/o
t00.0%
ll4.V/o
508
20
724
47,73 1,458
59,1 24,r 34
6t,075,230
69,6t0,499
14267.562
988,474
468.234
2,079.332
771.493
Ya ol
Projectcd
Pcnsionablc
Plvroll
N/A
NIA
NIA
78.20/o
96.8o/o
l00.Slo
I14.ff/o
23.4o/t
l -6t/*
O.8o/"
3.4o/s
l.3o/a
30.4oio
355.8o/o
5.8o/o
2.0%
16.lvo
l2l3.lo/o
6.8'/o
63.1%
7$30/.o
A.O"/o
A.Participant Data Summar5 (Table III)
l. Active Emplolccs
2. Terminoted Vested
3. Rcceiving Bcnelits (including DROPs)
4. Total Annual Base Payoll'
5. Annual Pcnsionablc Paynrllr
6, Projected Annual P€nsionable Payroll'
7. Projected Annual Pensionablc Paltoll including DROPT
Tool Normal Coss
l. Age Rctircment Benefits
2. Terminotion Bctrcfis
3. Dcath Bcnefis
4. Disabilitl Berefiu
5. Estimated Expcnscs
6. Total Annual Normul Costs
Tonl Actuarial Accrucd Liability
L Age Retirement BencfiLs Active Employccs
2. Tc.rmination Bcncljts Active Employces
3. Dcafi Boncfits Activc Employecs
4. Disability Benelits Active Emplo5ccs
5. Rctired or'lerminaed Vcstcd Panicipans
Receiving Bcnefits (including DROPs)
6. Tcrminated Vcstcd Panicipants Entitled to
Futurc Bcncfits
7. Decsased Participants Whosc Bcnclicisrics
arc Receiving Benefits
8. Disabled Participants Receiving Bencfits
9. Miscellaneous Liobility (Refunds in Process)
10. Total Actuarial Accrucd Liobility
B.
c,
14.56E.94E 25.5Yo
711.955 l2o/o
506.754 4.9/o
1.920.249 3.4o/o
777,493 t.4Vo
18..1E5.399
220,3E7.588
1,552,353
1,316,967
r 0.146.761
737. t 47.1 50
4, I 52.987
3E'j73J53
42,759.198
0
32.3o/o S
385.3% S
2.7%
?.30/o
lE.t%
r?88.E%
7.3%
67.lVo
74.to/o
0.0%
t 8,58 r.095
2t7.327.W7
3J26,t06
I,192.3E6
9.849,950
740.928.052
4,r 83J72
38,52 t,088
42,956.381
0
S 1,056,036,357 1846.40/o S I,05EJE4,242 l733.lYo
t Tual lnnaal Base PqtTsll - Particlrn{s base pay (inclading salary. premiums ond longeviq) at snopshot date of September 3Ath incrcased b!,
assumed solary increases to reJlect paf incrcoses tha, are usually gronted in October Prenians ar.e an! salary or po1' on vhich longevitf it
calculated.j Annual Pensionable Payrall - Annual Base Poyoll boded l6Y" ro retlect estimated other pols included in pensionoble pa1, uader lhe prior
assumpfions and porticipont's pensionoble pqy ot q snapdate ol kptenber 30th increased by ossuood solarT, increases under lhe cunent
asgumptions.
r Projecred Annual Pensionable Pa.vroll - Annual Pensionable Payoll projected to the end a/lear (and beginning o{Jiscal yar far rthich the cit1,
contribations are determined) by ossuming on ag,regale increase in pa;t'roll of 3.39'i
t Projected Annaal Pensionable Payoll iachding DROP - Projected,lnnuat Pensionable Pqroll plus DROP prticiponts pq'at snopsho, darc of
*ptember 30th inereased hy assamed salary iaeeases to re$ect m' increases thot ate usually granted in October and then projected ,o the end
o! the leor ossuming an aggregate increose in pa;-roll ol 3.3Ya
Cobricl Rocdst Smith & Cornpany
Table I
(Cont'd)
City Pension Fund for Firelighters end Police Ofiicers
in the City of llliami Beach
Summarv of Retirement Plsn Costs as of October l. 2015
Prior Assumptions
% of Projrctcd
Pcnsionoble
Pnroll
1327.6%
1312.4%
Assets (Table V)
l. Smoothed Actuarial Yalue of Assels
2. Market Value of Asses
Unfu nded Actuarial Accrued Liability
(c. - D.r.)
Preliminary Minimum Required Contribution
l. Total Normal Cost (including expenses)
2. Amortization of Unfunded Liability
3. lnterest Adjustment
4, Expected Service Buyback
5. Toul Prcliminary Minimum Required Contribution
Expected Payroll of Active Employees for 2016-2017
Fund Year (A.6)
L. Unfundcd Actuarial Prcsent Value of Vested
Accrued Benefits (K. - D.2., not less than zero)
M. Vested Benefit Security Ratio (D.2. . K.)
Current Assumotions
Cosr
D0t!
759,327,6t1
750,617,498
5
s
s
S
Cost
Dclg
759,327,614
750,61 7,498
% of Projecled
Pcnsionlblc
Plrroll
1243.3o/o
1229.tr/o
489.8o1a
D.
F.
G.
s 296,70E,743 518.8o/o S 299.156.628
l.
H. Contribution Sources for Fiscal Year Ending Scptembcr 30' 2017
l. City
2. State (Share Plan)
3. Member
City Contribution (o/o of Projected Annual Pcnsionable
Payroll including DROP)
Acuarial Gain I (Loss)
Actuarial Present Valuc of Vested Accrued BenefiB
l. Retired, Terminated Vesled, Beneliciaries
and Disabled Receiving Benelits (including DROPs)
2, Terminatcd Vested Participants Entitled to
Future Bcnefits and Miscellaneous
3. Active Panicipanu Entitlcd to Future Benefits
4. Total Acruarial Prescnt Value of Vcsted
Accrued Bcnehs
s 18,485,399
2 1, r 45,525
2l1,5E8
I i2,263
s 39,99{,775
s 57,195.65r
s 35,447,907
s t20.549
s 5.746,147
$ 35,447,907
s (8,645,019)
s 8r8,279,70r
4. I 52,987
162,060,779.
s 984,493,467
s 233,875,969
76.27to
32.3o/o S 18,5E1,095
37.00rt 2t,205,E32
0.4o/o 224,475
0.3026 162,591
69.9ri S 40,173,993
100.0% s 6l,075,230
62.Qo/o S
0.2% s
10.0% s
3s247,3t7
t20,549
6,t3t,868
34.4o/o
34.70$
A.4oy'o
0.3ouir
65.8%
100.0%
57.?Vo
0.2016
10.0o/o
50.6o;i,
( 1429'0)
1346.5o/o
6,896
273.30/o
t626,70/o
397.70,b
NIA
J.
K.
53.f/o S 35,247,317
(r5.r%) s (8,645,01e)
1430.796 S 832,405,421
7.3o,'i 4,1E3372
283.3o/o 166,903,538
l72l.3o/o S 993,492,331
408.9% S 242,874,833
N/A 75.6%
C$ricl Roeder Smith & Company
City Pension Fund for Firefighters and Police Ollicers
in the City of Mirmi Beach
Actuarial Valuation as of October I.20t5
State Required Exhibit - All Members
totmnam
Prior
Assumptions
l0/01/2015
Table XIX
Current
Assurnptions
l0/01120r5
A. Participant Data
Active partacipants
Retired participants and beneficiaries
receiving benefi ts (including DROPs)
Disabled participants receiving benefi ts
Term i nated vested participants
Total Annual Base Payroll
Annual Pensionable Payroll
Projected Annual Pensionable Payroll
Annual benefits payable to those currently
receiving benefits (including DROPs)
L
2.
487
650
57
t6
42,548,459
49,356,?12
50,491,405
57.850,409 $
508
668
56
20
47,731,458
55,368,491
57,195,65 I
60,900,968
508
668
56
20
47,731,458
59,124,134
61,075,234
$ 60,900,968
J.
4.
5.
6.
7.
8.
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
721,567,277
769,29E,57?
s 336,443,744
7,769,794
5,595,613
26,474,372
759,327,614
750,617,498
$ 366J76,9t8
8,7U,414
6,199,666
29,900,914
759,327,614
750,617,498
$ 359,044,505
13,336,01 I
5,631,619
29,599,417
$ 376,282,523 $ 410,3t0,512 $ 407,61 1,552
3,027,A59 $ 4,152,987 S 4,183,372
$ 7l 1,541,488
32,192,494
42,753,?80
0
$ 737,t47,t50 $ 740,928,052
38,373,353 38,521,088
42,759,198 42,956,281
00
$ 785,486,862 $ 8l 8,279,701 $ 922,405,421
!n. Value of Asses
l. Smoothed Actuarial Value
2. Ma*et Value
C. Liabilities
l. 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
3. Actuarial present value olfuture expected benefit
payments for members cutrently receiving benefits
a. Service retired (includes DROPs)
b. Beneficiaries
c. Disability rctired
d. Miscellaneous
e. Total
Cabriel Roeder Smith & Company
Table XIX
(Cont'd)
City Pension Fund for Firefighters and Police Ollicers
in the City of Miami Beach
Actuarial Valuation as of October l. 2015
$t$!q-Reouirtd Exhibit - All Members
l0/01r2014
Prior
Assumptlons
t0/0r/20ls
Current
Assurnptions
l0/01/2015
4. Total actuarial present value of future
expected benefit payments
5. Acruarial accrued liabilities
6. Unfunded actuarial liabilities
D. Statement of Accumulated Fund Benefits
l. Actuarial present value of accumulated vested
benefis
a. Participants currently receiving benefis
b. Other participants
c. Total
2. Actuarial present value of accumulated non-
vested fund benefits
3. Total actuarial present value of accumulated
fund benefis
E. Pension-Ggst
l. Total normal cost (including admin expenses)
2. Payment required lo 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. Item 7 as a percentage ofprojected pensionable payroll
9. Estimated State contributions
10. ltem 9 as a percentage of projected pensionable payroll
I l. Net amount payable by City
12. ltem I I as a percentage ofprojected pensionable payroll
s 984,493,467
s 7,556,369 $ 9,068,824 S 9,431 784
958,465,450 S 993,562,291 S 1,002,924,1l5
s
S
s
s
S
s
s
s
s
1,165,796,444
1,a09,620,762
288,053,485
s 786,486,862
164,422,220
s 950,e09,082
17,003,690
21,803,554
t86270
135.730
39,1?9,244
77.50,6
5,058,576
10.07o
t20,549
0.ZVo
34,850,092
69.0%
1,232,743,200
1,056,036,357
296,708,743
s 819,279,701
166,2t3,766
1,234,200,345
1,058,484,242
299,156,628
s 822,405,421
r7r,086.910s 993,492,331
I 8,581,095
2 I,205,832
224,475
19,485,399 S
2 t, 145,525
2t 1,588
,,,-- 152,263 lf2.59r
s 39,994,775 S 40,173993
65.8%
6,l3 I,868
10.0%
t20,549
A.2o/o
35,247317
57.1o/o
69.9ot'o
s 5,746,147
10.0%
s 120,549
A.2o/o
S 35,,97,907
62.0o/o
Gabriel Roeder Smifi 6c Comprny
Table XIX
(Cont'd)
City Pension Fund for Firefighters and Police Officers
in the City of Miami Beach
Actuarial Valuation as of October 1. 2015
State Required Exhibit - ^A,ll Members
*,1;;;,.,, n,flilil,l",
10/01/2014 10/01/2015 10101/2015
F. Past Contdbgtions
l. Totalcontribution required $ 37,865,791 $ 39,129,244 S 39,129,244
(prior valuation)
2. Actual contributions made:
a. Members $ 5,668,857 N/A N/A
b. City 33,028,839 N/A N/A
c. State 12A,549 NIA N/A
d. Totat -$ 38.BrBpAi N/A NiA
G. Disclosure of Following ltems:
I . Actuarial present value of future salaries excluding
DROP payroll - attained age $ 419,556,845 $ 4E2,237,706 S 590,869,479
2. Actuarial present value of future employee
conaibutions - attained age $ 41.955,685 $ 48,560,369 $ 59,437,078
3. Actuarial present value of future contributions
from other sources NIA N/A N/A
4. Amount of active memberJ accumulated
contributions$52,2Q2,964$52,418,4M$52,418,404
5. Actuarial present value of future salaries and
future benefis at entry age NIA N/A N/A
6. Actuarial present value of future employee
contributions at entry age N/A N/A N/A
Gabricl Rocdcr Smith & Company
Table XIX
(Cont'd)
City Pension Fund for Firefighters and Police Officers
in the City of Miami Beach
Actuarial Valuation as of October l. 2015
State Rp,quired Exhibit - Firelishters
rclatn0t4
Prior
Assumptions
10/0r/2015
Current
Assumptions
l0/0rl2015
A. Participant Data
l. Active participants
2. Retired participants and beneficiaries
reeeiving benefis (including DROPs)
3. Disabled participants receiving benefits
4. Terminated vcsted participants
5. TotalAnnual Base Payroll
6. Annual Pensionable Payroll
7. Projected Annual Pensionable Payroll
8. Annual benefits payable to those Eurently
receiving benefi ts (including DROPs)
B. Liabilities
l. Actuarial present value of future expected
benefit payments lor active members
a. Retircment benefits
b. Vesting benefits
c. Death benefits
d. Disability benefis
e. Total
2. Actuarial present value of future expected benefrt
payments for terminated vested members
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. Miscellaneous
e. Total
$ 24,106,607 $ 25,197,936 $ 25,197,936
$
$
$
$
$
$
$
$
s
159
272
8
5
15,902,683
18,447,11?
I 8,871,396
$ 122,261,937
3,45 1,978
?,195,339
9,717,969
$ 137,627,2?3
$ 9?6,2t9
s 313,03t,121
14,002,933
6,727,448
0
t73
274
8
6
18,251,493
2l,171,732
2l,870,399
$ 134,796,741
3,988,906
2,508,885
10,966,378
$ 152,260,910
$ 901,153
$ 321,423,094
15,385,583
6,768,434
0
t73
274
8
6
I 8,25 1,493
21,201,666
21,901,321
$ 130,623,536
5,607,422
2,271,194
I I,188,979_
$ 149,69t,128
$ 909,052
$ 323,073,671
15,446,457
6,796,996
0
s 333,761,462
Gabriel Roedcr Smith & Company
s 343,577,101 $ 345,31 7,124
Table XIX
(Cont'd)
City Pension Fund for Firelighters and Police Ollicers
in the City of Miami Beach
Actuariql.Yelqation as o!9ctober 1. 2015
State Reo u ired_EJh iEit - Fi reliehters
Prior Current
Assumptions Assumptions
t0101/2014 l0/01r201s 10/01/2015
4. Total actuarial present value of future
expected benefi t payments
5. Actuarial accrued liabilities
C. Statement of Accumulated Fund Benefits
l. Actuarial present yalue of accumulated vested
benefis
b. Other participants
c. Total
2. Actuarial present value of accumulated non-
vested fund benefits
3. Total actuarial present value of accumulated
fund benefits
D. Disclosure of Followine ltems:
$ 472,314,904 $ 496,739,164 $ 495,917,304
$ 409,2A6,577 S 423,432,395 $ 424,227,039
52,707,267 53,047,507 54,493,599
$ 386,468,729 $ 396,624,609 $ 399,910,723
a. Participants currently receiving benefits $ 333,761,462 $ 343,577,101 $ 345,317,124
$ 2,686,175 $ 3jl4,l14 $ 3,44?,724
$ 389,154,904 $ 400,039,722 $ 403,259,447
l. Actuarial present value of future salaries
- attained age $ 168,443,517 $ 199,004,71 I $ 228,284,632
2. Actuarial present value of future employee
contributions - attained age $ 16,844,352 $ 20,033,553 S 22,959,A27
3. Actuarial present value of future contributions
from other sources N/A N/A N/A
4. Amount of active members'accumulated
contributions $ 15,045,934 $ 15,662,9A7 $ 15,662,907
5. Actuarial present value of future salaries and
future benefits at entry age N/A N/A N/A
6. Actuarial present value of future employee
contributions at entry age N/A N/A N/A
Gabriel Roeder Smith 6c Company
TableXIX
(Cont'd)
City Pension Fund for Firefighters and Police Ollicers
in the City of Miami Beach
Actuarial Valuation as of October 1. 20I5
State Reouired Exhibit - Police Olficers
Prior
Assumptions
r0/0rn0r4 10/01/2015
Current
Assumptions
10101n015
A. Particip,ant Qqta
l. Active participants
2. Retired participants and beneficiaries
rrceiving benefi ts (including DROPs)
3. Disabled participants receiving benefits
4. Terminated vested participants
5. TotalAnnual Base Payroll
6. Annual Pensionable Payroll
7. Projected Annual Pensionable Payroll
8. Annual benefits payable to those curently
receiving benefi ts (including DROPs)
B. Liabilities
l. Actuarial present value of future expected
benefit payments for active members
a. Retirement hnefits
b. Vesting benefits
c. Death benefits
d. Disability benefits
e. Total
2. Actuarial present value of future expected benefit
payments for terminated vested members
3. Actuarial present value of future expected benefit
payments for members cunently receiving benefits
a. Service retired (includes DROPs)
b. Beneficiaries
c. Disability retired
d. Miscellaneous
e. Total
$ 33,743,802 $ 35,703,032 $ 35,703,032
s
$
$
$
$
$
$
$
$
328
378
49
n
26,645,776
30,909,100
31,620,009
$ 214,181,807
4,3 16,816
3,440,274
16,756,403
$ 238,655,300
s 2,100,840
$ 398,510,367
1 8,1 89,1 6 1
36,025,872
0
335
394
48
t4
29,479,965
34,196,759
35,325,252
$ 231 ,6&0,177
4,755,108
3,679,781
17,934.536
335
394
48
t4
29,479,965
37,922,468
39,173,909
$ 228,420,969
7,728,589
3)6A,425
18,410,441
$ 258,049,602 $ 257,920,42.4
3,251,834 3,274,320
$ 415,724,066
?2,987,770
35,990,764
0
$ 4l 7,854,381
23,074,631
36,159,285
0
$ 452,725,400
Gabricl Rocder Smith & Compcny
$ 474,702,6AA $ 477,088,297
Table XIX
(Cont'd)
City Pension Fund for Firelighters and Police Oflicers
in the City of Miami Beach
Actuarial Valuation as of October 1.2015
State Reouired Exhibit - Police Oflicers
l0/01/2014
Prior
Assumptions
10/0u20ls
Current
Assumptions
r0/01/201s
4. Total actuarial present value of future
expected benefit payments
5. Actuarial accrued liabilities
C. Statement of Accumulated Eund Benefits
l. Actuarial present value of accumulated vested
benefits
a. Participants currently receiving benefits
b. Other participants
c. Total
2. Actuarialpresent value of accumulated non-
vested fund benefis
3. Total actuarial present value of accumulated
fund benefis
D. Disclosure of Followilg.llems:
I . Actuarial present value of future salaries
- 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. Actuarialpresent value of future salaries and
future benefits at entry age
6. Actuaria! prcsent value of future employee
contributions at entry age
693,481,540
600,414,185
$ 452,725,400
$ I I1,714,953
$ 564,440,353
$ 4,870,193
s 569,310,546
736,004,036
632,603,972
$ 474,702,600
738,283,041
634,257,203
$
$
$
$
$
$
$
$
$
$
s
$
I I3,166,259
s 477,A88,297
I t6,593,31I
587,869,959
5,654,710
593,681,608
5.984.060
$ 593,523,569 s 599,665,668
$ 251,113,328
$ 25,1I1,333
NiA
$ 37.t57.030
N/A
N/A
283,23?,995
28,526,816
N/A
$ 36,755,497
N/A
N/A
362,584,847
36,478,051
NIA
$ 36,755,497
N/A
N/A
$
$
Gabriel Roeder Smith 6< Company
Tabte XIX
(Contrd)
City Pension Fund for Firelighten and Police Ofliccrs
in thc City of Mirmi Bcach
Ststc Reosired Exhlblt
Amortization balances are written down in propo.tion to amortization payments.
t0/0t/2001
I 0/0r/2002
t0/01/2003
l0/01/2003
l0/0112004
10/01/2005
l0/0t/2005
I 0/0 t/2005
!0/0t/2006
r 0/0U2006
10t01t2001
t 0/0t/2008
r 010 I /2008
I 0/0 l/2009
l0i0l/2009
r0/0M20t0
l0/0t/20t 0
t0/01/20r I
I0/0t/20I I
r0r0t/20t I
t 0/0 t /20t 2
rctal/20t2
tuat/2012
t0/01120t3
r0,ot/20t3
t0/0ln0t4
r0/0t/20t4
1010t/20t5
l0l0ll20 t 5
Current Unfunded
Linhi,litiet
s I l,89l,5ol
13,52 r ,452
1,166,E30
35,130,772
37,698,503
(3333E,059)
6,725,744
24,976, t I 8
(5,025,599)
2 I,754,805
25J45,330
6,432,797
33,297,680
23.664,844
68,108,3 I 7
4,576,EE5
17,295,979
(3,l0l,976)
17,130,724
30,472,366
7,806,919
26,284,914
(20,089,4?4)
I,555,268
(64,520,3E5)
(5,946,4431
5,748,422
8,645,019
?.,447,885
Prior
Assumptions
Amortization
Palg.nent
s I,013,036
I, 1 05,34 t
91,834
2,764,919
2,864,936
(2,460,170)
494,839
I,837,591
(358,S l0)
I,553,216
1,759,729
408,102
2,252,49E
1,562,470
4,496,848
295,409
I,t 16,340
(196,005)
1,082,442
t,925,463
483,572
I ,628, I 25
( 1,244,371 )
94,552
(3,922,484)
(355,21 7)
343,364
507,956
NIA
Unfu nCed Actuarial Accrued Liabilities
lnitial Untunded Liability
Method Change
Fund Amcndment
Actuarial (Gain) / Loss
Actuarial (Gain) / Loss
Mcthod Change
Assumption Change
Actuarial(Gain) / Loss
Method Change
Actuarial (Cain) / Loss
Actuarial (Gain) / Loss
Assumption Change
Actuarial (Gain) / Loss
Assumption Change
Actuarial (Goin) / Loss
Assumption Change
Actuarial (Gain) / Loss
Fund Amendment
Arsumption Change
Actuarial (Gain) / Loss
Assumption Change
Actuarial (Gain) / Loss
Plan Amendment
Actuarial (Gain) I Loss
Method Change
Actuarial (Cain) I Loss
Assumption Change
Actuarial (Gain) / Loss
Assumption Change
TOTAL
Cunent
Assumptions
Amortization RemainingFunding
Payment Psriod
S 1,009,954 16 years
I,101,783 tTyears
91,522 I 8 years
2,755,541 lE years
2,854,733 l9 years
(2,450,998) 20 years
492,995 20 years
I,E30,740 20 years
(357,414) 2l years
1,547,171 2l ycars
1,752,5W 22 years
406,385 23 years
2.,?43,017 23 years
1,555,652 24 yean
4,477 226 24 ycars
294,475 25 years
I,l I 1,300 25 yeaa
(195,091) 26 years
1,077,395 26 years
1,916,485 26 ycars
481,247 27 ya*
1,620,298 27 years
(1,23E,3EE) 27 yars
94,0E4 28 years
(3,903,06E) 28 years
(353J09) 29 years
311.617 29 years
505,302 30 ycars
143,079 30 years
This acruarial valuation andlor cost determination was prepared and completed by me or under my direct supervision, and I acknowledge
responsibility for the resuls. 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 l12, Florida Statutes. There is no benefit or
expense to be provided by the fund and / or paid from fund assets for which liabilities or currant costs have Dot been established or other wise
provided for in the valuation, All known events or trends which rnay require material increase in fund costs or required contributaon rates
have bcen taken into account in the valuation.
s 299,156,628 S 2t,t45.525 S 21,20i,832
X t A.-qr- ,
Lawrence F. Wilson. A.S.A.
Enrol]ment Number: I 4-02E02
Datcd: June 13,2016
Gabriel Rocder Smirh & Complny
Pension Fund for Firefighters and Police Officers Ordinance
MIAMI BEACH
PENSION FUND FOR FIREFIGHTERS AND POLICE OFFICERS
ORDINANCE IMPLEMENTING
20T5-2018 IAFF COLLECTIVE BARGAINING AGREEMENT AND
2OI5.2OI8 FOP COLLECTIVE BARGAINING AGREEMitiT
ORDINANCE NO.20164035
AN ORDINANCE OF THE MAYOR AND CITY COMMISSION OFTHE CITY OF MIAMI BEAC}I, FLORIDA, AMENDING PART I,
SUBPART B, ARTICLE IX, RELATED SPECIAL ACTS, OF THEMIAMI BEACH CITY CODE ENTITLED "PENSION SYSTEMFOR DISABILITY AND RETIREMENT OF MEMBERS OFPOLICE AND FIRE DEPARTMENTS,'; AMENDING THEPENSION SYSTEM TO IMPLEMENT THE COLLECTIVE
BARGAINING AGREEMENT WITH THE FIRE FIGHTERS OFMIAMI BEACH, IAFF LOCAL 1510, FOR THE PERIODocroBER I' 2015 THRoucH SEPTEMBER 30, 2014, AND THECOLLECTIVE BARGATNING AGREEMENT wlTH THE POLICEOFFICERS OF MIAMI BEACH, FOP WILLIAM NICHOLSLODGE NUMBER 8, FoR THE PERT0D ocToBER t, 2015THRoucH SEPTEMBER 30, 2018; AMENDING sEcrroN 620ENTITLED "DEFINITIONS,,; AIUENDING SECTION 65;ENTITLED "COMPUTATION OF CREDITABLE SERVICE;SERVICE RECORD";AMENDING SECTION 66, ENTITLEDSERVICE AI\ID DISABILITY BENEFITS GENERALLY;AMENDING SECTION 79, ENTITLED "DEFERREDRETIREMENT OPTION PLAN',; AMENDING SECTION 82,ENTITLED (MILITARY SERVICE,'; AMENDING SECTI0N s7,ENTITLED (BENEFITS FOR MEMBERS HIRED ON OR AFTERJULY 14,2010"; AMENDING SECTI0N 88, ENTITLED BENEFITSFoR MEMBERS HIRED oN oR AFTER SEPTEMBER 30, 2013;CREATING A NEw SECTI0N 89, ENTITLED "BENEFITS FoRMEMBERS HIRED ON OR AFTER IDATE OF RATIFICATION
OF COLLECTIVE BARGAININC AGREEMENTI"; PROVIDINGFOR SEVERABILITY; REPEALING ALL OTTb1NATTTCNS INCONFLICT THEREWITH; AND PROVIDTNG AN EFFECTIVE
DATE.
BE IT ORDAINED BY THE CITY COMMISSION OF THE CITY OF MIAMIBEACH, FLORIDA:
Section 1. Section 62 of Part l, Subpart B, Article IX, Related Special Acts of the MiamiBeach City Code, is amended to read:
Sec. 62. - Definitions.
The follorving rvords, lerms and phrases, when used in this article, shall have the meanings
ascribed to them in this section, except rvhere the context clearly indicates a diflerent
meaning:
Actuarial Assumptions (for the calculation of optional forms of benefits) means the
fo I I owing i nterest rates co mpounded annually:
(a) 8.5% for plan years prior to October l, 2009; 8.4% effective for the plan year
beginning October 1,2009;8.3% effective for the plan year beginning Octobei l,
20 I 0; 8.2o/o effective for the plan year beginning October I , 201 I ; 8. I %lffective for
the plan year beginning October l, 2012; and 8.0% effective for the plan years
beginning October 1,2013 and October 1,2014;
(b) 1J5%1.95% effective for the plan yearg beginning on and after October l, 2015;
7'90elo effeetive fer the.ptan'.yer beginning eeteber l; 3016; 7,&Eo,/Feff€etive fur.the
Actuarial Assumplions (for the calculation of optional forms of benefits) also means the
following mortality tables:
(a) forplan years beginning prior to October I,2010, the 1983 Group Annuity Mortality
Table; for plan years beginning on October i,2010 and Octobir l,20ll: for pre-
Retirement Mortality the RP-2000 Combined Mortaliry Table with a btue colar
adjustment, for Post-Retiremenl Healthy Mortality the RP-2000 Combined Mortality
Table with a blue collar adjustment, and for Post-Retirement Disabled Mortality tfrl
RP-2000 Combined Mortaliry Table;
(b) !l plan years beginning on and after Octob er 1 , 2012: for Pre-Retirement Mortatity the
RP-2000 Combined Mortality Table with a blue-collar adjustment projected l5 years
from valuation date, for Post-Retirement Healthy Mortality tn. np-ZOOg Combined
Mortality Table with a blue-collar adjustment projected 7 years from valuation date,
and for Post-Retirement Disabled Mortaliry the RP-2000 Combined Mortality Table.
For purposes of determining the period that benefits are paid to a widorv or widower
who was manied to a deceased member for less than ten years, the 1994 Life
Expectancy Table shall be used.
(c)
teellop 2. Section 65 of lutt l, Subpart B, Article IX, Related Special Acrs of the MiamiBeach City Code, is amended to read:
sec.65. - computation of creditabte service; seryice record.(a) A member's
Creditable Service shall include all periods of employment as an Employee for whichcontributions have been made to this System in accoidance with subsection liy u.to*and section 63(b), together rvith all service in the uniformed services of the Uniied Statesrequired to be included under section 82; provided. however, that only p.rioar of servicein the unifoi-mcd sei-vices of the United Siates fcrr which the member makes the membercontributions as provided for in section 82 shall be Creditable service roi frrpor", orcomputing the arnount of the member's benefit from the System. Notwithsianding ,nyprovision to the contrary, in no event shall the same period of service be counted morethan once as creditable Service under this System, and in no event shall a memberreceive Creditable Service under this System f6r any period of service for which credithas been received under any other defined benefit retiremenr plan established by theCity.
(b) Employees rvho become members of this System in order to receive credit forservice rendered prior to their becoming a member shall make contributions to the Fundin the amount such member would hai'e contributed had he been a member during theperiod of service for rvhich credit is being purchased. In order ro receive such credit,employees shall make payment rvithin siimonths after becoming a memb;;, within
:i::.=1'*:r:,1iod..* pav b.. provided in a bargaining agreemenr covering the member.
(c) The Board shall establish the service record of all employees who may be entitled
to participate in the benefits of this System, and shall keep a record thereof.
S9!!ggL section 66 of Part l, Subpart B, Artiele [X, Related Special Acts of the Miami
Beach City Code, is amended to read:
Sec. 66. - Service and disability benefits generally.
***
(d) For purposes of determining a member's benefit, the average monthly Salary of
members who attains eligibility for retirement under subsectionla) above Ln or before
September 30, 2015, shall be based on the average of the trvo highest-paid years of the
member prior to the date of retirement or termination, or the average of ihe last trvopaid years of the member prior to the date of retirement or temrination, rvhichever
produces the greater benefit for members employed by the City before May 19, 1993,
and shall be based on the average of the three highest paid years of the member prioi
to the date of retirement or termination for May 1993 Memters. Effective September
30,2015, the average monthly salary formembers hired before July 14,2010, who do
not aftain eligibility for retirement under subsection (a) above on o. b.fore September
30,2015, shall be based on the average ofthe three highest paid, years or the average
of the last tluee (3) years of the member prior to the date of ietirement or terminatio-n,
whichever produces the greater benefit. The average monthly salary for Members
hired on or after July 14, 201 0, but prior to Septernb., 30, 201j, shall te based on the
average ofthe three highest paid years or the average ofthe last three (3) years ofthe
member prior to the date of retirement or termination, whichever produc6 tf," greater
benefit. The average monthly salary for Members hired on or after September 30,
2013, shall be based on the average ofthe five (5) highest paid years or the average ofthe last five (5) years of the member prior to the date oi retiiement or termination,
whichever produces the greater benefit. For purposes of such calculation, Salary shall
be the Salary upon rvhich the member's contribution to the System t"* .ornpuied, asprovided in paragraphs (l) and (2) below:
(l) with respect to a firefighter member employed before May 19, 1993, and retiring
on or aller October 1,1994, the inclusion of overtime in the membei,s Salary foi
the annli
@,shallbelimitedineachyeartouna*ountwhich,when
combined with compensation for off-duty services and the value of any atcrued
sick and/or vacation leave that is included in a member's satary foi pension
contribution and benefit purposes, is equal to ll% of the highest annualiied pay
rate for the same salary rank that the member is in at time of-retirement. Effediv;July 14, 2010, all compensarion received by a firefighter member who is eligiblefpr ov-ertime pay and who receives pay for of[dutyiervices performed afteithat
date for which compensation is received through the City if,dt br included in
such member's Salary for pension contribution and benefit purposes; provided, inno event shall such compensation for off-duty services, in tombinaiion with anyovertirne pay and th-e value of any accrued sick and/or vacation leave included ina member's Salary for pension contribution and benefit purposes, exceed llo/o ofthe highest annualized pay rate for the same salary ranh that the member is in attime of retirement. For firefighter members who aie eligible fo, oreJi*.-puy -awho retire on or. after september 30, 2010, upon- reaching eligiuiiity forretirement, a member may elect to apply unused sick and/or vacatio-n leave forinclusion in the member's Salary for peniion contribution and benefit purposest ata cost of l0% of the value of the unused sick and/or vacation teave 1at ttremember's curent hourly rate). Provided, in no event shall the value oi suchunused sick and/or vacation time, when combined rvith any overtime pay andcompensation for off-duty services included in a memb.r', Sdury for pensioncontribution and benefit purposes, exceed I l% of the highest annualized puf ,ut"for the salne salary rank that the member is in at time of retiremenr.Notwithstanding the foregoing, effective september 30, 2013, overtime pay inexcess of 300 hours per calendar year, pa]rments for unused sick and ,..riionleave, hazardous duty -pay (r.r'hen paid),
-and
payments rerating to the aomesticpartner tax credit reimbursement, shall be excluded from a firEfighte, ,.rb.r,,Salary for pension contribution and benefit purposes.
(2) with respecr to a police officer member employed before May 19, 1993, andretiring on or after October l, 1994, the inclusion of overtime in the *"*hrr,u
-Suluw for the appligable averaee m,onthlJ Salarv period
, shati b. ti"rit.d i" each lear to an umountwhich, when combined rvith compensation for off-duty servicis and the value ofany accrued sick and/or vacation leave that is includei in a member's Salary forpension contribution and benefit purposes, is equal to 70yo of the differencebetween the member's annualized pay rate at retirement and the highestannualized pay rate for the next higher salary rank; but in no event shAllucn
member's accrued benefit cin his date of retirement bi less than the benefit hohadaccrued as of September 30, 1994, determined under the terms of the System ineffect on that date. Effective July 14,2010, allcompensation received Ui" p.fi*officer member who is erigible for overtim" p"y *d who receiv", puy for off_duty services performed after that date for- which compensation is receivedthrough the city, shalr be included in such member,s Salary r* -p.iri""
contribution and.benefit purposes; provided, in no event shall such .o*p.'nr.,ionfor off-duty serices, in combination.with any oveftime pay and the value of anyaccrued sick and/or vacation reave incruded- in u *.*t.i', sarary ro. p.nrioocontribution and.benefit purposes, exceed 70% of the difference betwlen themember's annualized pay rate at retirement and the highest annualized pay ratefor the next higher salary rank; but in no event snaf such member,s'accrueabenefit on his date of retirement be less than the benefit he had accrued as ofSeptember 30, 1994, determined under the terms of the System in effect on thatdate. For police officer members who are eligible for overtime pay and *5ol.iir"
O
on or after september 30,2010 and before september 30, 2013, upon reachingeligibility for retirement, a member may elect to apply unused sick and/orvacation leave for inclusion in the member's Salary'foi pension contribution
puposes, at a cost of 10% of the value of the unused sick and/or vacation leave(at the mernber's culrent hourly rate). Provided, in no event shall the value of
such unused sick and/or vacation time, when combined with any orrrtirn" puy
and compensation for off-duty services included in a member's Saiarl, for pensioi:
contribution and benefit purposes, exceed 70% of the difference
-benvlen
rhe
member's annualized pay rate at retirement and the highest annualized pay rarefor the next higher salary rank; but in no event shall such member's'accrued
benefit on his date of retirement be less than the benefit he had accrued as of
September 30, 1994, determined under the terms of the System in effect on that
date. Notwithstanding the foregoing, effective septembe, i0, 2013, overtime pay
in excess of 300 hours per calendar year, paym.nts for unused sick and ,..uiioi
leave, hazardous duty pay (when paid), payments relating to the dornestic p*n"i
tax credit reimbursement, and payments for voluntarily participating in a pirysical
fitness assessment program offered by the city shdl bL excluded-from a ioliceofficer member's salary for pension contribution and benefit purposes; and in no
event shall compensation for off-duty services, in combination with overtime pay
not exceeding 300 hours per calendar year, exceed I l% of the highest *nuatiz.ipay rate for the same salary rank that the member is in at timi of retirement.
Provided, the I l% limitation in the preceding senrence shall not .ppty to anv
member who holds the rank of sergeant or lieutenant on september i0,2013,;
any police officer who is promoted into the position of polici sergeant prior to thedate the 2013 Certified Police Sergeant Piomotional Register ixpires in 2015.
Sp9gtg!-t Section 79 of Part 1, Subpart B, Article IX, Related Special Acts of the MiamiBeach City Code, is amended to read:
Sec. 79. - Defened Retirement Option plan (DROp).
,r**
(b) Conditions of eligibility. Upon becoming eligible to participate in the DROp, amember who enters the DROP before September l,2ol2, rn:ay etect to enter that
6
'O program for a period not to exceed 36 months. Notrvithstanding, DROp participationfor members who enter the DRop before September l, 2012, may not continue
beyond the date rvhen the member's combined years of creditable ,"rui". and time in
$9 DROP equals 352 months (387 months for members who were members prior toJuly l, 1976), Members who enrer the DRop on or after september l, 20lz, rt
^tt
u.eligible to participate for a period not to exceed sixty (60) months. Notwithstanding,
for those members who enter the DROP on or afler September l, ZOIZ, participation
may not continue beyond the date rvhen the member's combined y..t" of crejitable
(e)
:,:*::If rime in the DRop equals lis 4ee months.; p,r"ovided. members who enr_erthe
2' A waiver and an inevocable resignation from employment with the actual date oftennination being the date designated by the membei as rhe end of his/her DROPparticipation. l'he administration and timing of execution and delivery of thervaiver and resignation forms shall meit the requirements of tt. AgeDiscrimination in Employment Act and the Older worker's Benefits protection
Act, as same may be amended from time to time.
Payments o DROP accottnt. A DROP account shall be created for each member whoelects to pafiicipate in the DROP. A DROP account shall consist of amounrstransfened to the DROP from the Plan, rvhich include the monthly retirement benefits,including any future cost of living increases, that would have been payable had themember elected to cease employment and receive a normal retiremeni benefit uponcommencing participation in the DROP, and earnings on those amounts. provided,
members rvho enter the DROP on or after Septembei l,2ol2, and before Sepiember
30, 2013, shall receive a zero percent (0o/o) coit of living adjustment for the third (3rd)
and fourth (4th) annual adjustment dates, regardless of whether the member remains inthe DROP for the maximum DROP partic-ipation fi++r€ar period. provided further,
six (95) months. Provided also that parricipation in , tocomplete and submit the following prior to start of DRop paymenrs:
!ry! forms as may be required by the Board or PIan Administrator. Election of the
DROP is irrevocable once DROP payments begin.
any sueh member who enters
G)Paymenl of DROP account funds. Upon termination of a member's employment (forany reason, whether by retirement, resignation, discharge, disabilir), o, death), theretirement benefits payable to the member or to the memb-eis beneficiary st uiiiJ'puiato the member or beneficiary and shall no longer be paid to the member,s DROPaccount- No payments will be made from the DROP account until the memberterminates employment. In the event of the member'
[Retaining of eamed balance of accrued leave.] A member who enters the DROp onor after September 30, 2013, shall retain the-eamed balance of accrued sick andvacation leave as of date olentry into the DROP, and shall continue to earn sick andvacation leave during the DROP period, in accordance with the collective bargainingagreement betrveen the city and IAFF, and between the city and Fop, ", "ppii*ut..while in the DROP, the member shall have the one-tim. opiion of receivinj puyrn"ntfor accrued sick and/or vacr.tion r9gve, up to the **i*u, puyout upon separation ofemployment allowed.by the appricable collective bargainin[ ugr""menr; provided,the member shall retain at least one hundred twenty (12-0) ho;s of accrued sick leaveafter such payment. The one-time election to receive puyr.nt of leave balances shall
!e made in- any one year of the DRop, by notifying irr. citl no rater thanAuroE_j.lJ"Tjg of-that year (unless an altemare date-asletermined by the cirylffin.
11;:]d..:t-:l_t[ ::rl3.ry1[lcuining unit). Emplovees may..request such oayme"nj!
Payment will be *udt
Febru.er-.y of the same follprqine y"*. Upon final separation from employment rviththe City, a member who has participated in the priop shall be etigiute to receivepayment forthe balance of all accrued sick and vacation leave as of ihe date of frnalseparation, up to the maximum provided in the collective bargaining agreement, asreduced by the prior payout, if any. In no evenr shall payments for accrued sick orvacation leave bc included in such rrrember's Salary forito purposes of contributionsand benefits under the System.
SpsIigEE Section 82 of Part l, Subpart B, Article IX, Related Special Acrs of the MiamiBeach City Code, is amended to read:
Sec. 82. - Military service.
(b-) Effective september 30, 2013, members, who have at least 5 years but not more thgnl0 vears of Creditable Service under the System on @te, maycontribute an additional amountlo the Systim in ordJG r"..ir" service credit for years ofactive military service in the u.s. Army, Navy, Air Force, Marines or coast Guardoccurring prior to theirdate.of ernployment_.vithihe City. A member may purchase up totrvo years of such service. The price for each such year rUt Ur l0% (10.39r" i;; ;embershired.on or after September 30,2013) of the .gg.r!ut. oiin. member,s Salary during thel2 calendar months immediately preceding tne aatJorsuch purchase; and su.ir f;ce sr,albe prorated accordingly if a member's eleition includes a fractional year of service. Anyadditional benefits attributable to service purchased under this subsection (b) shall te ar theb:rylt multiplier ."!: 9f 3Yo per year of creditable service, with a total maximum
(k)
additional benefit of 6% based-on two years of Creditable Service purchased. rt. f*.n*.of Creditable Service under this subseition (b) for poljce officer nembers with 5 or more
must completed
follorving September
rvithin 36 months
30,2013.
A@teteana
fully pay for the purchase of Creditable Sen,iie under this subsection (b) within theaoplicable time peri-od specified_herqin r€ti+O++sF+h€
, shall not receiveCreditable Service for more than the amount for rvhich paymenr has been made, and shallnot be eligible to purchase Creditable Service for prior military service in the future.
Secti,o.n 6. Section 87 of Part 1, Subpart B. Article lX, Relared Special Acts of the Miami
Beach City Code, is arnended to read:
Sec. 87. - Benefits for employees hired on or after July 14, 2010 and pdor to September30.20t3.
The pensi,m bene{its ficr employees hireri on or after juiy 14, 2Ul0 and prior to Seprem.ber
30. 201-3, shall be as provided in the sections 6l through
-g6,
except u, rolto*i-
(a) The benefit muitiplier shall be three percent (3%) for each year of creditabte sen ice forthe first 20 years of service, and four percent (4o/o) far each year of creditable service after
20 years of creditable service.
(b) The normal retirement date shall be as provided in sec. 66, except that a member musl
must atrain age 4g to be eligille for"Rule of 70" retirernent
(e)
(c) Fin-al average monthly salary shall be based on the ttuee (3) highest paid years or lastthree (3) years as the case may be, prior to retirement or r.p*utibn riom .Iipioy**rt.
(d) The cost of living adjustment shall be one and one-half percent (1.5%) annually.
10
rytqFjt Section 88 of Part l, Subpart B, Article IX, Related Special Acts of the MiamiBeach City Code, is amended to read:
Notwithstanding any other provision of the System, the pension benefits for membershired on or after September 30, 20i3 2013 and prio. to l'daie of rnrifiearinn nf nntrcari.,a:-r.tYb4leainins aereement] shall be ur prorid. cepr asfollows:
(a) The benefit multiplier shall be three percent (3%) for each year of creditableservice for the first 20 years of service, and four percent $%\ tor each year ofcreditable service after 20 years of creditable sen,ici.
(b) The normal retirement date shall be as provided in sec. 66, except that a member
must anain age 4g to beeligible for "Rule of 70" retirement.
(c) Final average monthly salary shall be based on the five (5) highest paid years orIast five (5) years as the case may be, prior to retirement or separation fromemployment,
(d) The cost of living adjustment shali be one and one-half percent (l.5%) annually.
S-gction 8. A new Section 89 of Part l, Subpart B, Article IX, Related Special Acts of rheMiarni Beach City Code, is created to read:
Sec. 88. - Benefits for members hired on or after September 30,2013 alrd prior to ldate of
r.1
Sqg"lion 9. Conflicts and Severability.
(a) All Ordinances, and parts of ordinances, in conflict herewith shall be and
the same, are hereby repealed.
(b) In the event any article, section, paragraph, sentence, clause, or phrase ofthis Ordinance shall be adjudicated invalid or unconititltional, sucii adjudication shall inno manner affect the other articles, sections, paragraphs, sentences, clauses or phrases ofthis Ordinance, which shall be and remain in full iorce and effect ur n tly as if tte item so
adjudged invalid or unconsritutional was not originally a part hereof.
$ec.tionJ9. Codification. This Ordinance shall be codified in the Code of Ordinances of
the City of Miami Beach.
Section lIl' Effective date' This Ordinance shall take effect ten days following adoption,
except as othenvise specified herein.
PASSED and ADOPTpU by the City Commission of the City of Miami Beach thise7 aay ot Seole mber _, 2016.
APPROVED A.S TO
FORM & IANGUAGE
& FOR EXECI,,ITION
PHILIP
RAFAEL E. GRAN
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100 Resilient Cities pioneered bv the Rockefeller Foundation:
O Greater Miami & the Beaches
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O Role of a Chief Resilience Officer (CRO)
o
o
Whot o Chief Resilience Officer Does
03.r8.2015 I BY MTCHAET BERKOWTTZ
One criticol step cities con toke to focilitote their resilience building is to hire o Chief
Resilience Officer (CRO). The CRO is on innovotive position in city government thot
ideolly reports directly to the city's chief executive, ond octs os the city's point person
for resilience building, helping to coordinote oll of the city's resilience efforts. But whot
exoctly does thot meon? With so mony cities' CROs getting to work, we wqnt to go into
o liitle more detoil oboui whot mokes o CRO.
CROs ore on importont port of how we're trying to solve two mojor problems cities
foce:
First, cities ore complex sysiems mode of on orroy of smoller, distinct octors like
government ogencies, locol businesses, ond offices of internotionol
orgonizotions; ond they often don't communicote or interoct with one onother
os much os they should;
Second, the solutions cities develop ore often not treoted os scoloble
knowledge. Cities regulorly solve problems thot olreody hove been oddressed
by other cities, when insteod they could be modifying solutions ond lessons
leorned in other cities, toiloring them to be more cost-efficient ond effective.
The Chief Resilience Officer is the centerpiece of l00RC's vision for helping cities deol
with both of these chollenges, while empowering them to develop improved urbon
resilience. Here ore the moin responsibilities of o CRO in this instrumentol role.
What a
Chief Resilience 0fficer
I Works across governmant departments to help a city
I improve internal communicatlon, address its own
complexltles, and surface new collaboration.
Brlngs tog€ther a wide array of stakeholders to learn
about the citfs challenges and bulld support for lndlvldual
initiatives that help the clty build reslllence.
Leads developlrent of the city's Resilience Strategy, whlch
unites the clty's key resillence challenges and
opportunities, and spurs the clty to act on th€m.
Ensures the city appliec a resilience lens to everything it
does so that resources are leveraged hollstically and
projects planned for synergy.
i.Works ocross government deportments to help o city improve internol
communicoiions, ond to oddress its own complexities. By focilitoting
communicotion thot reoches ocross sometimes-significont internol divisions, the
CRO promotes new colloborotion; mokes sure thot offices oren't wosting
resources doing duplicotive work; ond promotes synergy between the vorious
projects ond the plons thot ogencies ore drofting.
Brings together o wide orroy of stokeholders to leorn obout the city's chollenges
ond help build support for individuol initiqtives, qnd for resilience building in
generol. These stokeholders include government officiols, ond it is criticol thot
representotives from the privote sector, non-profiis, ond civil society ore olso
included.
Leods the resilience strotegy, o six-to-nine-month process during which the CRO
brings in o wide voriety of stokeholders, to help identify the city's resilience
chollenges, its copobilities ond plons to oddress them, ond then to identify the
gops between these two. At ihe end of this process, the CRO will hove o series of
resilience-building initiotives thot he or she will then work to put in to oction, with
ossistonce from l00RC ond our plotform portners.
At ihe some time, the CRO octs qs the "resilience point person," ensuring thot
the city opplies o resilience lens so thot resources ore leveroged holisticolly ond
projects plonned for synergy. This lets the city get the most "bong for its buck" on
its projects, potentiolly ochieving multiple resilience gools with one project. This
could include, for exomple, o flood borrier olso serves os o bike poth, promoting
heolthy citizens ond cohesive communities.
Effective CROs perform oll these functions, helping their cities monoge their own
complexities to moke resilience efforts more impoctful, ond colloboroting externolly to
identify ond integrote lessons other cities hove leorned, so solutions scqle globolly.
The CRO is instrumentol to how ,l00 Resilient Cities is helping cities oddress the
chollenges of complexity ond scolobility, ond thus how they will contribute to the
evolution of o long-losting globol community of proctice oround urbon resilience. This is
why 100RC provides finonciol support to fund the position of the CRO for two yeors. As
we look forword to selecting our next 33 cities, (link to chollenge) we ore eoger to see
whot ihe next cohort of CROs brings to the network ond to the locol ond globol
proctice of urbon resilience.
Now thqt you know o bit obout whot o CRO does, toke o moment to meet some of the
omozing CROs our cities hove in ploce:
. Byblos, Lebonon: Tony Sfeir. Boston, United Stotes: Atyio Mortin. Medellin, Colombio: Sontiogo Uribe Rocho. Ooklond: Kiron Join
And heor from CROs, in their own words, discuss whot their work meons to their cities:
2.
3.
4.
Resilience Timeline
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Sea Level Rise & Miami Beach
Seo Level Rise ond Miomi Beoch
v! nclt is Seo Level
Rise ?
Seo Level Rise is one of
the effects of climote
chonge. lt is o result of
two different foctors:
on increose in woter
volume thot is odded
by melting ice londs
ond the thermol
exponsion of seo woter
os ii worms up.
How does it orfecf
Aliomi Beoch ?
Miomi Beoch ond its
chollenges with seo
level rise ore o
common theme in
globol conversotions
regording climoie
chonge. Miomi Beoch
hos on overoge
elevotion of 4.4 feet NAVD. The City's low lying coostol city is focing ond will
continue to foce not only seo level rise, but olso other impocts from climote
chonge. Our geogrophic locotion ond low-lying topogrophy moke us inherently
vulneroble to flooding, storm surge, ond other climote chonge impocts.
ln recent yeors, Miomi Beoch hod observed on increosed frequency of urbon
flooding coused by higher high tides, elevoted groundwoter levels, ond
oversoturoted soils. According to the Notionol Oceonogrophic Atmospheric
Administrotion (NOAA), the king tides this October ore onticipoied to be 3 feet
obove meon high woter. Storm surge is olso o chollenge becouse it rqises the
woters surrounding Miomi Beoch obove overoge levels, results in flooding, ond
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www. mbrisingo bove. com
Seo Level Rise ond Miomi Beoch
couses domoge to uplond properties qnd infrostructure. This is effect is
porticulorly evident is sections to the West side of the City which hove o lower
elevotion (Approximotely 2.4 feet).
Additionolly, Hurricones ond strong storms olso provide o greot chollenge to our
low lying city. During Hurricone Sondy in 2012, Miomi Beoch experienced woves
os high os l0 feet. This event coused significont flooding ond beoch erosion
throughout our city.
The City of Miomi Beoch is working diligently to convert these chollenges into
opportunities, storting with odoptotion initiotives such os the instollotion of pump
stotions, rising of roqds, ond other innovotive drqinoge improvements thot ore
informed by the lotest scientific doto.
Whot ore the short ond long term projections?
ln lote 2014, the Southeost Florido
Climote Chonge Compoct reunited
iheir Seo Level Rise Workgroup to up
regionol Seo Level Rise projections with
updoted dqto from the Notionql
Oceonic ond Atmospheric
Administrotion (NOAA), the United
Stotes Army Corps of Engineers
(USACE), ond the lntergovernmentol
Ponel on Climote Chonge (IPCC). The
seo level rise scenorios developed by
this group were releosed in 2015 ond
project on estimoted increose in seo level of opproximotely 5 to l0 inches by
2030, 141o26 inches by 2060, ond 3l to 61 by 2100.
Whot con I do?
These projections qre bosed on current greenhouse gos emissions (GHG) ond
con only be improved the omount of emissions releosed into the environment
ore reduced.
www. m brisi ngo bove. com
Seo Level Rise ond Miomi Beoch
A couple of options include driving less, buying energy efficient products,
recycling or reusing household wosie, ond even by plonting trees. Remember
thot you're not qlone. The City of Miomi Beoch is olso toking steps in reducing
GHGs within government operotions qnd within our community. For exomple,
ihe City is currently conducting o GHG lnventory. The gothering this dotq will be
extremely helpful to understond the oreos thot should be oddressed to reduce
emissions in the short ond long-run.
Miomi Beoch is olso requires new construction to ochieve LEED Gold certificotion
or Living Building Chollenge certificotion for new construction over 7,000 squore
feet. Additionolly, the City Commission odopted on ordinqnce to instoll electric
vehicle chorging stotions in City lots qnd o goroges to moke it eosier to own ond
drive electric vehicles.
It is olso importont thot residents ond business owners fomiliorize themselves with
lond development regulotions to understond how the City's efforts io improve its
infrostructure moy hove on impoct on their business or residence.
Whot is the overoll plon?
The Miomi Beoch opprooch to seo level rise is multi-foceted. ln oddition to
implementing public projects, the city is looking of policy chonges ihot will spur
odoptotion on privote property. City stoff hos worked closely with locol
developers ond experts to review existing plonning ond zoning codes ond to
mqke odjustments os needed. Most recently, the City Commission is looking ot
roising bqse flood elevotions for new construcfion ond mojor reconstruction.
Additionolly, Public Works is evoluoting sirotegies to roise the protective borriers
olong the city's coosts. These code chonges ore onticipoted to help the city
slowly roise its built environment to o more resilient height.
The city is olso looking to restore hobitot ond incorporote noturql solutions. ln
2014, the city completed o dune restorotion enhoncement project olong the
eostern portion of the city. The heolthier ond more robust dune system not only
provides hobitoi for notive species, but olso provides criticql storm surge ond
erosion control protection to the uplond infrostructure. Other green infrostructure
www. mbrisi ngo bove. com
Seo Level Rise ond Miomi Beoch
currently in considerolion includes creoting living shorelines, increosing the city's
tree conopy, ond restoring greenspoce where oppropriote.
www. mbrisingo bove.com
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Stormwater Ma nagement Overview
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RISING
ABOVE
Ir'lrIfi
WHAT IS STORMWATER?
Stormwoter, or urbon runoff, is the roin ond tidol woier thot flows over
drivewoys, lowns, sidewolks ond streets. As this woter flows over these surfoces,
it picks up debris, chemicols, fertilizers, outo fluids ond other pollutonts before
entering into the stormwoter system.
HOW IS SIORMWATER MANAGED?
The Ciry hos o Municipol Seporote Storm Sewer System or MS4, meoning the City's
stormwoter system is completely seporote from the sonitory sewer system io ovoid
cross-contominotion. The stormwoter system is designed to droin the cily of woter
during roinfoll ond high tide events to minimize flooding. The stormwoter system
corries the runofif through o sysiem of interconnected pipes ond slructures before
deposiiing the runoff into Biscoyne Boy ond the surrounding woterwoys.
f\
04.1 1 .17 www.mbrisingobove.com
PUNAP STATION UPGRADES
WHAT IS THE OVERALL PLAN?
ln order to odopt to chonges in seo level, the City is upgroding our
grovity-bosed stormwoter infrostructure with tidol control volves, pump
stotions ond other innovotive structures to improve droinoge. Tidol
control volves ore on effective solution to the City's flooding concerns
becouse ihey prevent seowoter lrom coming up through the pipes
ond onto the streets during high tides. Pump stotions ore equolly vitol
becouse they quickly expel roinwoter from urbon oreos, even when
tides ore high. These on-going droinoge proiects provide short-term
flooding relief citywide.
The Cily is in its second yeor of its five yeor stormwoter infrostructure
upgrode plon. The totol the plon is estimoted to be $400 million or more,
the first $tOO million of which were funded through slormwoter utiliry fees.
As of summer 2016, the City hos instolled opproximotely 25 pumps ond
is onticipoting o totol of 80 pumps to be octive by 2018.
Obiectives:
I . Protect the Biscoyne Boy wotershed ond keep the woters cleon for the
wellbeing of the locol ecosystem, residents, ond economy.
2. Modernize the stormwoter system to oddress climote chonge ond
seo level rise while reducing pollution from urbon runoff.
3. Mointoin o robust woter quolity monitoring progrom ihot collects
ond onolyzes monthly somples throughout the city.
www. mbrisi ngobove.com
r.rdd chebd
Oi coli€di or hp od i!
mowd ucng @ffi ekt
o4.11.17
Stormwater Management: Gravitv Svstem vs. Pump Svstem
lllustrations
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Sunset Harbor "Living Laboratorv"
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Cver the posi severol yeors, Sunsei Horbour hos slowly tronsitioned
ircrn on indusirrol zone thot housed o shipyorC, iowing componies ond
mechcnic shops lc o more octive residentiol/comn:erciol community The
opening of restouronts, locol ond jnlernctroncl retoil stores, ond c porking goroge
hos q,..iickly turned this neighborhood inio o hotspot for both residents ond visiiors.
e Sunset Horbour,
Miomi Beoch
o Sunset Horbour,
Miomi Beoch
r Sunny Doy
Flooding
r Low Elevotion
r Low Percentoge
Tree Conopy
. Elevoted Streets
r{> 'ffffi*r
system
. Enhonced
Pedestrion Access
. Green lnfrostructure
04.11 17 www. mbrisingobove.com
)..
Lowest Elevotion 20.l 6
&t
RESPONSE
A community-bosed plonning process vuos used to develop the
elements ol the Sunset Horbour Neighborhood improvement
proIect. This provided the residents ond business owners with
opportunities to ottend Communily Design Workshops ond ossist
the development of the design for ihe neighborhood.
lmprovements io the neighborhood included troffic signol upgrodes,
londscope enhoncements, ond lhe instollotion of three pump
stotions. Additionolly, the streets of this neighborhood ore ond
continue to be elevoted up to 3.7'NAVD. This includes the oreo
of Purdy Ave ond 20th street which wos once known os the lowest
point in the City.
The lower oreos ond higher steels ore oll connected to the stormwoter
pump system. This oreo previously depended on o grovity system thot
did not oddress flooding or woter quolity concerns. The new system hos
filtrotion system thot cleons flood woter of solids, oils ond porticles prior
to pumping it bock into the boy. ln oddition to public infrostructure
upgrodes, the City hos mode revisions to lond use ond code regulotions
for the privote reolm.
Sunset Horbour is olso home to one of the best exomples of groy
to green infrostructure. The northern portion of the Mourice Gibb
Pork tronsitions southword from o concrete seowoll to o plotform
thot overlooks o mongrove shoreline. The incorporoiion of noturol
elemenis will continue to be considered os we move forword with
neighborhood improvements in this oreo of the City.
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ul
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Lowest Elevotion l9Z9
04.11 .17 www. m brisi ngobove.com
Sunset Harbor lllustrations
MIAMIBEACH
RISING
ABCVENOAA/NOS/CO-OPS
Observed woter levels ot 8723214, Virginio Key FL
Fron ?Ot3/tO/tO 00:00 tsT ro 201 3 /10/22 23:59 LST ond From 2016/10/10 0O:00 tSl ro 201 6 /lO/22 23:59 LST
-2016 Preliminory
Criticql lnfrosiructure (min.): 8.114 h.
City Freeboord (min.): 7.44 ft.
City Bose Flood Elev. {min.}: 6.44 ft. ,/
Iop of Seo Woll (min.): 5.7 ft. -/
SFR Lot Grode (min.l: 5.O ft. ./-
Crown of Rood (min.): 3.7 fi.
Sepr. 2OI5 Extreme fidol Eveni 2.1 ft,
2000 2010 2020 2030 2040 2050 2060 2070 2080 2090 2 I 00
-
2015 us/acE Hrsh
-
2015 fJoAA tligh
ln6t ol thit d6una|Il\ii docum.nt i3 int.ndcd to summorir th.6mma nrticol dams ond St-R rcl*d guidoru fo lw copibl proi*B boed on $. Unifi6d SLR Proidions publi3H by
thc Sc tL Rcgionol Climil Conp*t in 2Ol5- Tlis i! not inEnd.d b b. o dcsign guidc, but raha b r.lob penfd StR, tidol ood surgc flooding .l.dions b plonning of futur. copibl proids-
N6t. A i elcvorons ore 'n NAVD B8
CONSTRUCflON lN SUNSET HARBOUR NEIGHBORHOOD begon in 2013 in order to oddress sunny doy flooding during high tide evenls in
the spring ond foll. Since then, the City hos invesled $26M to reduce vulnerobiliiy ond risk of flooding in this neighborhood. Completed
odopfion efforts include roising slreets ond sidewolks ond upgroding from o groviiy bosed stormwoter system to o pump bosed system.
During October 2O16, we sow the highest high tides ond these iides were substontiolly higher lhon previous yeors. Even though the proiect is still
under conshuclion, the improvements thot were in ploce by October kept most of the neighborhood dry. These meosures help to deol with
short-term chollenges. As we move into the future, we ore developing o long term plon to protect both public ond privote properties.
Top: 2. I In
Ronge
1.63 to 6.44
Sidewolk Droin Roof Drqin
lnv: -2.l0
Monhole
Stormwsier
lnlet12.06 r 6
Seowoll
PURCHASE
FLOOD
INSURANCE
BUILD AN
E}IERGENCY
KIT
Homeowner's insuronce policies do not cover
domoges ond losses due to flooding. The city
porticipotes in the Notionol Flood lnsuronce
Progrom (NFIP) thot mokes flood insuronce
ovoiloble to everyone ond olso porticipotes in the
Community Roting System (CRS) progrom io reduce
the cost. The United Stotes Congress mondoted
federolly reguloted or insured lenders to require
flood insuronce on properties thot ore locoted in
oreos ot high risk of flooding.
ln oddition to obtoining flood insuronce, it is olso
importont to physicolly protect your property.
Consider obtoining on elevotion certificote if you
don't qlreody hove one. lnvest in items such os
iemporory flood borriers, sondbogs or speciolized
flood doors. We olso recommended opting for
building moteriols thot ore flood proof to reduce or
eliminote the chonces of woter domoge. lf you
leose your property or business, we recommend
discussing your flood protection options with your
londlord or property owner.
lnclude items such os copies o[ your property
insuronce documents, botteries, floshlights, etc.
Don't lorget to sign up for our olerts! The city sends
out messoges vio Emoil, Fqcebook ond Twitter on
severe weother olerts, dotes/times for the king tides
qnd rood closures coused by flooding.
AVOID FTOOD
WATER,S
Woter in the streets obsorbs pollutonts
from the surrounding environment. lf you
come into contoct with flood woter, be
sure to rinse off immediotely using soop
ond hot woter. Do not ollow children to
ploy in or neor flood woter ond encouroge
them to wosh their honds regulorly.
Do not drive through flooded oreos - turn
oround ond flnd onother woy. lt con be
unsofe, os well os couse short ond long
term domoge to your vehicle.
Avoid porking your vehicle in low-lying
oreos thot ore prone to flooding in order
to prevent solt woter domoge to your
vehicle. Flooding con conceol hozords
below the surfoce thoi could couse iniury,
e.g. noils, broken gloss, debris ond
disploced monhole covers.
lf you ore o booter, be owore thot these
high tides couse lower cleoronces under
fixed bridges. Check the tides before
leoving the dock.
RINSE OFF
YOUR
PROPER,TY
MIAMIBEACH
RISING
ABCVE
l[ you drive through tidol floods, wosh
ihe undercorrioge of your cor to remoye
ony solt woter. You con olso go through
o cor wosh equipped with on
undercorrioge sproyer. Also, be sure to
rinse londscoping thot moy hove come
into contoct with solt woter, os it could
couse on odverse impoct on your
plonts. Keep chemicols out of the
woterwoys by reducing the use of
fertilizers ond pesticides.
Continue monitoring the stotus of high
tides or flooding vio sociol medio,
television or rodio. Report ony flooding
to the city vio the e-Gov opp or by
colling 305.604.C|il
@MlAfrilBEACHNEWS
www.rvlB Rtst NGABoVE. c oM
G
ADJUST YOUR
DR.IV!NG
SCHEDUTE
PARK SMART
PROTECT
YOUR BOAT
STAY ALERTI 90
t?\r
Southeast Florida Climate Change Compact
- -,,**r't"".'
7':rf'!- t
tJ Le-4., vl--. -2
P,:lr, !at::t gi,31rvih &
i ! -i , , ....a,-r ^^ J I' . ,. Ul' LIi)llir l,^:l', i, lci' ^
t il?'li1: I n,1 iC1"l tiits)
,r
\c &
li/',r!y. 5 c ! t h 4 a s I f I o !' r c ; c I I m a i e c o m p a at. orq
2@:r,**r,r,,ar.ss;.e
Conrpact Pai"ti:+r-;
* Counties of: Broward, Miami-
Dade, Monroe & Palm Beach
Ccunires
* Cities of; West Palm Beach.
Hollywood, Key West & Miami
Beach
. Sou:h Floricla Urater
Management District
. The Nature Conservancy -
Florida Chapter
?k '' !'
ISC Funding Partners
. The Kresge Foundatlon
. Compact Counties
For More lnformation:
Nancy Schneider
Senior Program Officer, ISC
nschneider@iscvt.org
Steve Adams
Director of Strategic lnitiatives
sadams@iscvLorg
(9-16)
Southeast Fiorida Regional Climate Compact: Building Capacity
for lmplemenlation
Pr-oject Overvielrr
. ln 2009, government leaders from Palm Beach, Broward, Miami-Dade and
l,lon,'oe Coi-rr-tres c.a'-.: :rl:.i.:r:: itrn:ie S,:,,:ieas: Ficrr,la Regron.:i Clr,rna:e
Change Compact. The compact represents a regional effort to foster sustainability
and climale reslligPr-P 3' 'xo
regional scale. The Compact was
fcr-maiized ai the 2!C9 Sor;il'easi
Florida Leadershio Sumrnir and
is now being implemented as part of the
regron s clrrnaie sira:3gy.
ISC has helped advance the Compact
ir'orn :ne plar'nrr-rg siage:l aciual policy
rn0':-ar:a:')n - t.::lra. -l : -a::
mitigation and adaptation eFforts, highlighting the importance of addressing
natural and built systems holistically, and supporting the work across abutting
1ur'sdrc:ior;. -sir. j drdp:'/: 'nJragar- en: prrncrples to guide rhe p.ocess.
ISC provides the Compact with direct technical assistance and capacity-building
workshops, and supports implementation of its projects by identifying and forging
new partnerships, leveraging additional resources, and building the social capital
needed to institutronalize the Compact for the long-term.
Expected lmpact
. With ISC's support and facilitation, the Compact
ccnlnues:o deveiop and implemen: rhe Regional
Climate Action Plan ihat iniegraies climaie
adapia:ron and miirga:rcn rneasures icr :he r?gr ln.
The plan identifies vulnerabiiities, prioritrzed actions,
an I -:e3'l::C co)'c/ ln tra:;'/es l) :':a:? a clear -
though challenging - path forward for their region.
. The Comcac:5€rr-oS ls a modei :hat addresses a
key U.S. climate adaptation challenge: managing
rniergt'i?rnmer:ar cccrdina:ror- i D,)ih \/eritcal and
horizontal) around the unique problems of a regron.
fh:61.:r-h1i.nao:.1 :|.edt,: J,.:-- ); I' I Y .)
regional "voice" and "vision" for future prosperity in
Southeasl Florida.
vyww.south eastfloridacli matecom pact.org www.iscvt.org
)
o
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o
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)
)
Overview of Excellence Modeland Year in Transition to
O Resitience Strategv Model
o
o
STRATEGIC PTANNING AND'I'IANAGEMENT
Yeqr of Trqnsition
Welcome to the yeor of tronsition. This yeor initiotes o significont evolution for the City of Miomi
Beoch, os the coming onnuol cycle contoins two moior developments. First, os port of the
Rockefeller Foundotion's '100 Resilient Cities progrom, the city is completing its first
comprehensive resilience strotegy - together with the City of Miomi ond Miomi-Dode County
within o teom known os 'Greoter Miomi ond the Beoches.' Second, the city is reinventing its
2005 shotegic plon through the lens of resilience, colled Miomi Beoch Rising Above.
We will hove on integroted resiliency strotegy to olign the city's strotegic priorities, resources,
services, ond budget. The strotegy will oddress the city's needs in both neor-term ond long-term
time horizons, while roising our obility to survive ond even thrive in the event of significont shocks,
like hurricones ond tropicol storms, ond to improve how we deol with doily stresses, like oging
infrostructure ond troffic.
Over the coming yeor, the entire city, from policy mokers to directors ond stoff, will porticipote in
o colloborotive ond inclusive effort, building on the solid strengths, plons, ond services we
olreody hove in ploce ond the desires of our residents ond businesses.
Resilience lncludes Climote Chonge ond Beyond
While the Miomi Beoch resilience iourney begon with stormwoter investments to reduce risk to
flooding ond seo level rise, urbon resilience is much more thon climote odoptotion ond mitigotion.
Over the post yeor of stokeholder engogement, our residents ond businesses hove told us thot our
priorities include not only flood risk reduction, but olso
relioble tronsporlotion, mobillty options, ond sociol
services like offordoble housing ond oddressing the
homeless populotion. To be o resilient city, we must
olso be sofe, economicolly vioble, ond be oble to
respond ond recover from emergencies ronging from
storms to heolth epidemics. We must continue to provide
ond improve more troditionol yet essentiol services like
fire rescue, police, code enforcement, plon review, ond
moke sure we ore including services for our most
vulneroble residents ond visitors. To be resilient, we must olso monoge our city's services ond
finonces with efficiency, ond quolity, ond incorporote effective monogement opprooches to
minimize the risk of modern doy issues like cybersecurity ond to monoge the benefits, ond costs,
of lorge internotionol events. We ore both o community of residents ond on exciting, culturol
destinotion city within o beoutiful, sensitive coostol environment.
Leoding with Resilience
Miomi Beoch policy mokers ore strong leoders in resilience building. Through the
City Commission, the Resiliency ond Sustoinobility Committee, the Lond Use Committee, ond the
Moyor's Blue Ribbon Ponel on Flooding ond Seo Level Rise resilience octions hove been creoted
31
STRATEGIC PLANNING AND MANAGEMENT
ond supported. Both policy mokers ond the executive ond monogement teoms hove ottended
workshops to shore priorities ond insight. Leodership hos supported moving forword with
resilience strotegy development, while olso supporting stoff implementing resilience every doy.
An internol Resilience Teom, mode up of employees from mony levels in our orgonizotion,
provides subiect motter expertise ond insight.
Key odvonces in the oreo of seo level rise include: continuing to implemenl o new, more effective
storm woter monogement system ond elevoting roods ond public porticipotion methods, odopting
the Southeost Florido Climote Chonge Compoct Seo Level Rise Prolection for plonning, odopting
o series of resilient lond use ordinonces, odopting o Resilience Communicotions Plon to reduce
flood risk, initioting design guidelines for historicol preservotion in light of seo level rise,
conducting the city's first greenhouse gos inventory, ond o completing o vulnerobility ossessment
to minimize risk to city ossets.
Building on q Strong Foundqtion
The City of Miomi Beoch hos o strong trodition in strotegic plonning ond
performonce excellence. ln 2005, when the opprooch to strotegy wos lounched, the city
wos o pioneer in municipol government. At the time, it wos ot the forefront of city governments,
in terms of how it plonned ond oligned its budget. lt wos olso one of the first to fully outomote
ond monoge by its strotegy, its key strotegic outcomes, ond its initiotives. Since this is o 2005
model, it's time to refresh. The shift in understonding ond priorities between the eorly 2000s ond
those emerging for 20,l8 ond beyond ore quite distinct.
2OO5 Excellence Model Resilience Strotegy Model
EiACH
RISING
ABOVE
,
-_e _c
(r_
Hfifthr;B^#
Fh.lArnolBdgrl
Fhtd ClrcArmtd Wort Phn
32
STRATEGIC PTANNING AND TYIANAGEMENT
Over the coming yeor, the 2005 model opprooch will be exomined for oreos of modernizotion
ond improvement - notobly in relotion to resilience plonning. How con we best provide the
services needed fodoy, while plonning for o city of tomorroW? How con the
plonning process better integrote concepts reloted to future shocks? Whot is the best woy to
incorporote the underlying ond ongoing stresses to our community? How con it better integrote
community feedbock on o representotive ond continuol bosis? How con government be os
visible, tronsporent ond inclusive os possible? The city will exomine these questions through
resilience plonning.
I OO Resilient Cities ond Greqter Miomi ond the Beoches
ln the spring of 2016, Miomi Beoch wos
selected, together with the City of Miomi ond
Miomi-Dode County, ofter o competitive process,
to ioin the 100 Resilient Cities progrom (100RC).
It is the first time multiple municipol entities hove
combined forces to be selected os o ioint entity.
l00RC is o non-profit orgonizotion pioneered by
the Rockefeller Foundotion to help cities oround
PIONEERED 8Y TI{€
ROCXEFELLER FOUNOATIOT{
t00 ctTrEs
the world become more resilient to the physicol, sociol, ond economic chollenges we ore focing
in the 21't century. As port of l00RC, Greoter Miomi ond the Beoches hove occess to $200
million in resilience services volue, os well os unfettered occess to the network of globol peer
cities.
Greoter Miomi ond the Beoches (GM&B) is developing o
comprehensive resiliency strotegy to build urbon resilience -the copocity of individuols, communilies,
instilutions, businesses ond systems within the
region lo survive, odopl, ond grow - no motter whot
kinds of chronic stresses ond ocute shocks they experience.
Resilience plonning is obout moking the region better, in
both good times ond bod, for the benefit of oll residents ond
visitors, porticulorly the poor ond vulneroble.
Over the post yeor, both the teom of Greoter Miomi ond the
Beoches, ond the City of Miomi Beoch os on individuol
entity, hove moved through Phose I of resilience strotegy development: Stokeholder Engogement.
This included workshops with iurisdictions, the community, ond businesses; suryeys, o
questionnoire, focus groups, ond subiect motter experts. The Miomi Beoch Teom, in porticulor,
met with eoch cooslol moyor ond/or monoger. This work is informing the l00RC City Resilience
Fromework (CRF), o tool thot is o lens to understond the complexity ond the drivers thot contribute
to resilience. The CRF is built on four dimensions of urbon resilience: Heolth & Wellbeing;
Economy & Society; lnfrostructure & Environment; ond Leodership & Strotegy. Eoch dimension
contoins three "drivers," which reflect the octions the city con toke to improve iis resilience.
RESILIENT
RESI LI ENT
GREATER MIAMIg THE BEACHES
33
STRATEGIC PTANNING AND MANAGEMENT
Greoter Miomi ond the Beoches volidoted thot the highest priority shocks include: hurricones,
economic crosh, roinfoll flooding, ond infrostructure foilure (cybersecurity, moior bridges ond
roodwoys, ond sewer/stormwoler). The top stresses include: the tronsportotion system, seo level
rise ond coostol erosion, oging infrostructure, the lock of offordoble housing, ond poverty. Miomi
Beoch-specific feedbock ond doto confirms mony of these some concerns, ond with the priorities
of the community thot represent more troditionol needs - such os improved customer service,
foster response times, higher quolity services, ond odditionol services ond ossets - represent the
new integroted opprooch to resiliency ond strotegic plonning for the City of Miomi Beoch.
Working together ocross deportments, the City of Miomi Beoch is well positioned to meet these
pressing reolities.
lntegroting Greoter Miqmi qnd the Beqches Discovery Areos wirhin the
Miomi Beqch Strotegy ond Budget
The next step for Greoter Miomi ond the Beoches (GM&B) is to finolize the Preliminory Resilience
Assessment, culminoting in o set of cotegories referred to os Discovery Areos. These oreos
represent o fromework to help us exomine ond seek solutions to the most pressing issues within
interdisciplinory teoms. While the new Miomi Beoch resilience strotegy will conloin gools,
octions, ond meosures, exomining whot we ore olreody doing within the discovery oreos will
further drive refinements, olignments, ond new woys of ollocoting resources with on eye to
resilience building wherever, ond whenever possible.
Greoter Miomi ond the Beqches Resilience Shonegy
Developmenl Discovery Areos
34
STRATEGIC PLANNING AND MANAGEMENT
The Miomi Beoch monogement teom oligned o few key octions with these GM&B Discovery
Areos, giving o fresh eye to how wd ore plonning for, funding, ond delivering services ond
proiects to build resilience. This is not o full list of oll the resilience octions, but insteod o
preliminory list illustroting how the developing resilience strotegy ond future budgets will olign.
Living wifh Woler: lnnovotive lnfrostruclure lnveslments
Departments: Public Works, Capitol lmprovement Proiects, Plonning, Environment &
Sustoinobility, Porks ond Recreotion, Building
(Current Greoter Miomi and the Beoches Discovery Areo description): All cities foce
risk, ond olthough Southeost Florido is vulneroble to rising seo levels due to its low elevotion,
unique geology, ond the density of coostol development - there ore mony opportunities for
innovotion- from the stormwoter system to sond dunes, living shorelines to open porks for
droinoge, ond innovotive building moteriols ond designs. Woter ottrocted mony of us here - os
we odopt to more woter, how con we thrive sociolly, environmentolly, ond economicolly? How
con we leveroge ond protect the Everglodes ond Biscoyne Boy? This discovery oreo will focus
investing in noturol ond mon-mode infrostructure to rise obove ond leorn to live with woter to
creote o more resilient community in the foce of storms ond seo level rise.
Key Resilience Actions within the Proposed FY 2017 /18 Budget. lnstolling o storm woter syslem ond elevoting roods to increose our resilience to roinfoll, king
tides, ond seo level rise:
. South Pointe Droinoge lmprovements ond Reconstruction of lst Street - $l15,000 of
Future Proposed Bonds
. lndion Creek Drive Rood ond Droinoge Reconstruction from 25th Street to 4lst Street-
$5.5 million of Future Proposed Bonds. Flomingo Neighborhood lmprovement Proiect olong I lth Street - $t.q million of
Future Proposed Bonds
. West Avenue Phose ll Neighborhood lmprovement Proiect - $SO million of Future
Proposed Bonds. Centrol Boyshore South Neighborhood lmprovement Proiect - ongoing proiect funded
from 20,l5 bonds - $l mllllon of Future Proposed Bonds
r Venetion lslonds Neighborhood lmprovement Prolect - ongoing proiect funded from
20.l 5 bonds
. Polm ond Hibiscus lslonds Neighborhood lmprovement Proiect - ongoing proiect
funded from 20.l5 bonds - $l7 million of Future Proposed Bonds FY 2017/18
Enhoncing prolects with hybrid seowoll ond living shoreline proiects help reduce erosion ond
mitigote storm surge, wove oction, ond still-woter flooding ossocioted with coostol flood
events.
. lndion Creek (Brittony Boy Pork) Seowoll Rehobilitotion - $772,0O0. Mourice Gibb Pork & Seowoll - $2,523,482
Progress with the Boy Wolk. 3 pieces of the CityJunded Boywolk hove been included in the FY 2017/18 budget
for design ond permitting to expedite completion. -$386,000
35
E
STRATEGIC PLANNING AND MANAGEMENT
Adopting & Advoncing: How we Live ond Move
Deportments: Plonni ng, Tronsportotion, Porki ng, Housi ng and Community
Development, Fleet Monagement
(Current Greoter Miomi ond the Beaches Discovery Areo descripfion/: Mosl
residents in GM&B spend too much of their income ond time commuting ond
trying to find reosonobly priced housing thot fits their needs. While we ore the gotewoy to South
Americo with o growing economy, the lorgest internotionol oirport ond top cruise port in the U.S.,
overoge woges remoin lower thon the notion, ond housing costs ore high. How ore housing ond
tronsporlotion redefined in the foce of seo level rise? For tronsportotion- we seek to understond
how implementing current plons con result in better tronsit, driving, wolking, ond biking- where
ore our gops? We olso need to understond how technology trends like Uber ond outomoted
vehicles will influence us for yeors to come. For housing- we seek to understond where people
wont to live ond the diversity of housing thot we need- ond how to tie tronsportotion options to
these needs. This discovery oreo will focus on improving moving through, living in, ond offording
life in GM&B.
Key Resilience Actions within the Proposed FY 201Z t 8. The Alton-West Loop Trolley will be reploced by the upcoming South Beoch Trolley loop in
November 2017. Annuol cost of the South Beoch Trolley Loop is opproximotely $5 million.. lntelligent Tronsportotion Systems ond Smort porking - Multi-yeor proiect with $5.5 million in
FY 20,l 7 / 18 to implement phoses I -3 of o 6 phose proiect.
. Phoses l -3 to include comeros ond Bluelooth devices instolled olong moior corridors,
permonent digitol ond contextuol messoge signs olong predetermined moior
thoroughfores ond porking goroges.
. Phose l -3 will olso include o Troffic Monogement Center locoted olongside the FDOT
Sunguide Tronsportotion Monogement Center.. Collins Pork Porking Goroge - $27,590,271. Porking Goroge P55 ot 2Zth Street ond Collins Avenue - $10,633,730 funded
through FY 2017/18 of $.l4,000,000 proiect
. Porking Goroge P23 ot ,l623
west Avenue - $1O,O93,572. Porking Goroge Pl6 ot l3th Street ond Collins Avenue - $14,267,OOO. LED lighting in goroges
. 7th St Goroge- $200,000. l2th St Goroge- $04,000. l3th St Goroge- $86,000. 42nd St Goroge $200,000. Housing
. Both the Neptune ($320,000) ond Modeleine Villoge ($S t t ,AZal repoirs ore
budgeted for FY 2017/18.
o Widening sidewolks/Bike Lone odditions - $25,000
36
ttt
STRATEGIC PIANNING AND'YIANAGEfYIENT
Building Prosperity: An Economy for ALI
Deportments: Budget, Finonce, Tourism, Cuhure, ond Economic Development,
Housing ond Community Development, Orgonizotionol Development
(Current Greoter Miomi ond the Beoches Discovery Area description): Our economy locks
diversity, high poid, ond living woge iobs. Our poverty rote is obove the notionol overoge. We
ore o city of immigronts with o constont influx of people moving here for o better life. How do we
improve, how do we creote better poid iobs, better schools ocross socioeconomic groups? How
do we breok the cycle of poverty? This discovery oreo will focus on workforce development,
economic diversity, ond educotion.
Key Resilience Actions within the Proposed FY 2017l18. Convention Center- currently scheduled to be substontiolly completed by August 20.l8 with the
first four-holl eveni scheduled for September 20.l8.. Corl Fisher Clubhouse Historic Restorotion - $Z.S million. North Beoch Revitolizotion. Rue Vendome Public Plozo - $654,000. North Shore Bondshell Conopy - $443,000. North Shore Open Spoce Pork Redevelopment - $4,3.l0,000. 72nd St Pork ond Porking Structure - $S00,000. North Beoch Yord lncubotor -$553,467
. Educotion
. Exponding Duol-Enrollment progroms with Florido lnternoiionol University ($62,000) ond
Miomi-Dode College ($2a,OOO1
l6 Duol-Enrollment courses offered to Miomi Beoch Senior High School ond Noulilus Middle
School students with opproximotely 400 students enrolled with sovings of $450,000 to the
community to dote ond ollowing students to eorn up to 48 college credits.
lnternotionol Boccoloureote professionol development for teochers ocross oll Miomi Beoch
public schools to ensure every student (K-12) hos on lB troined teocher ($SO,OOO CMB, $l
million MDCPS)
lncreose number of youth pursuing the lB Diplomo ot the high school to ottoin up to 45 college
credits upon groduotion
Creoted o STEM summer comp for Miomi Beoch youth funded by The Children's Trust in
which youth design ond build robots. This initiotive exponds STEM progromming beyond the
troditionol school yeor.
Portnership with Anti-Defomotion Leogue in the No Ploce for Hote progrom in Miomi Beoch
schools.
37
STRATEGIC PTANNING AND MANAGEMENT
-f-,9J Thriving Community: Sofe Neighborhoods qnd Heolrhy Neighbors
e ';Ez'#zi,':',!,"Ji!i!,Jonl"?,o^'unirv
Devetopment' Potice' Fire Rescue' Code' Parks'
(Current Greater Miami ond the Beoches description): Significont pockets of our community suffer
from violence, crime, oddiction, ond poor heolth. Climote chonge ond globolizotion hove
brought public heolth concerns to South Florido- like Ziko. How do we better prepore our people,
communities, ond systems to prevent, respond, ond recover from these shocks ond stresses? This
discovery oreo will exomine these issues of sofety, youth violence, pondemics, ond public heolth.
Miomi Beoch FY 201Zl18 Resilience Actions. New public sofety rodio system. Expected procurement ond initiol implementotion: FY 2017/18. FY 2017/18 funding - $Z.t million of $.l5 million proiect totol. Efforts to oddress Ziko citywide through interdisciplinory teoms- including Code Complionce,
Building, etc.
. The Code Complionce Deportment hos implemented o comprehensive threeprong opprooch:
o Educotionol outreoch including the distribution of informotionol pomphlets,
flyers ond door hongers to neighborhoods ond business oreos
o Prooctive inspections of residentiol ond business properties for stonding woter
ond bromeliod plont life
o Enforcement octions, such os the issuonce of Notice of Violotion(s), to trigger
mitigotion.
. Building Deportment Inspectors hove put in odditionol time to inspect construction sites for
stonding woter.. Body comeros being used by severol deportments ciVwide
. Police Deportment - 435. Porking Enforcement - 57
. Code Enforcement - 43
. Building Deporiment - 37
. Fire Deportment - 20
. Police Deportment use of less lethol force
. Purchosed ond deployed the new Toser X-2 model.
. Purchosed ond implemented less-lethol beonbog shotguns for use by potrol officers. lntroduced deescolotion troining for oll sworn stoff.. Police Community Outreoch
. Code Red softwore system wos estoblished this summer providing emergency communicolions
to select employees with the gool of ougmenting sofety for children in City porks.
. Sofe Ploce progrom brings business owners ond police together to provide crime victims
with sofe horbor until the police con respond. Over 30 businesses ore currently registered
ond porticipoting.
. Core Coordinotion Model
. Ensure thot Success University, Miomi Beoch AlL Stors, ond Porent Home Progrom
continue to meet benchmorks more efficiently.
38
a
a
a
a
STRATEGIC PLANNING AND MANAGEMENT
Services to reduce homelessness
Continue to provide shelter plocement for homeless ot more thon 5x the Stote overoge.
Humon Services
Coordinoted ollocotion of gront funding to 5 CDBG proiects for o iotol volue of
$667,758. These proiects include: homedelivered meols for the elderly, youth services
ond homeless prevention.
o Portnership with Common Threods progrom to educote children ond fomilies
on heolthy eoting.. Youth Services
. Portnership with Children's Trust to fund LCSW ond nurses to provide mentol heolth
services in oll 6 Miomi Beoch public schools ond 2 schools in neighboring municipolities
reoching o totol of 7,200 children - $58,400. Portnership with MDCPS for porentol workshops for youth drug prevention ond
intervenlion
Miomi Beoch Teen Club progrom works with ot risk youth providing closses on drug
prevention, onti-bullying, ond the importonce of community service.
Miomi Beoch Porks ond Recreotion offers free leorn to swim progroms for ofter
school/ploy time porticiponts olong with infonts ond toddlers to teoch drowning
prevention.
1| Robu,st Recovery: PRE-plonning for POST disoster
ily::-::.':!!'i:r":^'::::::::,,;ffi :"y::::";":-
ond flooding- but well-known ond odvonced in the notion for our emergency monogemenl. From
o finonciol perspective, how con we design our recovery controcts, finonces, ond insuronce to
bounce bock quickly- to get people bock to work ond get the economic engine in full geor
quickly? From o lond use ond built environment perspective, how con we invesl now to reduce the
risk ond cost of domoge ond recovery? How ore businesses ond homeowners prepored to moke
decisions to recover quickly? This discovery oreo focuses on how to chonge our policies, systems,
insuronce structures, ond culture now for fost, more offordoble ond smorter recovery in the event
of o disoster.
Miomi Beoch FY 201Zl,l8 Resilience Actions. lncreosed our insuronce windstorm coveroge to $30 million ond reduced the percentoge
deductible premiums to 6.5%.
. Developing o Crisis Communicotions Plon, with the leodership of the Moyor's Blue Ribbon
Emergency Response Committee, to provide recommendolions to the Moyor ond Commission
regording prooclive meosures ond response plons to oddress ony emergencies in the City to
the protect ond enhonce the Miomi Beoch brond.. Emergency Monogement is continuing to work with key deportments to updote ond mointoin
policies, plons ond procedures reloted to emergency situotions ond noturol disosters.
39
OOH
STRATEGIC PLANNING AND MANAGEMENT
The City Worning Point progrom combines Emergency Monogement personnel, stoff troinees,
ond controct personnel providing 24-hour services to include troffic coordinotion, Pork Ronger
dispotch, weother ond speciol event monitoring, etc.
Leodership for Tomorrow: Stoying oheod of the curve
Deportments: Cily Comnission, City Monoger's Office, Direclors, Communicotions,
lnternol Deportments, Budget ond Performonce lmprovement, Humon Resources,
lnformotion Technology, Finonce, Procurement, Orgonizotional Developmenl,
Properly Manogement
(Current Greoter Miomi ond the Beoches description): We hove 2.7 million people ond growing,
34 Moyors, I .2 million registered voters, l2 million tourists, ond more thon 2000 sq. miles os
home. How con we modernize our governments now to prioritize resilience for yeors to come
from leodership, structure, policies, regulotions, ond decision-moking bosed on doto? This
discovery oreo will focus on how to build the consensus, colloborotion ond couroge ocross
orgonizotions to oddress shocks ond stresses- ond turn chollenging systems designed for the post
upside down.
Miomi Beoch FY 201Z /.l8 Resilience Actions:o lntegroting ADAPT into stoff decision-moking processes- including 'renewol ond replocement'
ond for new proiects. ADAPT is the Adoptotion Decision-Moking Assessment ond Plonning
Tool, developed in FY 2012, to ossist stoff in identifying, ossessing, ond oddressing osset
vulnerobility to seo level rise ond tidol flooding.. Lounching the Miomi Beoch Rising Above portol to be o moin resource for oll seeking
informotion obout our resilience.
. EnergyCAP softwore - $75,000 - oddresses chollenges such os utility bill processing, doto
integrotion, tronsporency, workflows, reporling, proiect prioritizotion, trocking ond
verificotion of sovings. The gool is to reduce energy consumption, lower emissions, ond sove
money.
. lmplementing green procurement policy by working with City vendors to moke sustoinoble
options ovoiloble for purchose while creoting procurement guidelines centered on purchosing
sustoinoble products going forword when possible.
40
STRATEGIC PLANNING AND MANAGEMENT
The Timeline
Further resiliency strotegy development will toke ploce over the coming yeor. lt will follow o best-
proctice methodology for mission-bosed orgonizotions ond governments. The strotegy will tie to
key themes from stokeholders, structured to drive outcomes thot ore cleor ond community-oriented,
meosuroble, supported by key octions thot drive progress, ond will be supported by o cleor ond
flexible budget model.
ral2015 ranZOLT rarr2018
Voices ond inputs to the process will be collected ond onolyzed. The 2Ol6 Resident ond
Business Survey will drive significont insights reloted to constituent issues of importonce ond
priorities for whot to improve. Other point-of-service feedbock ond comploints will olso be
included to understond the doy+o-doy sotisfoction ond perception of city services.
ln July 2017, workshops were held with the city executive teom ond the brooder monogement
teom ocross oll deportments. During these initiol strotegic plonning sessions, the existing city
Mission, Vision ond Volues were exomined, ond live, electronicolly enobled feedbock wos
coptured. The following represent ideos for new concepts in our guiding stotements.
Current Mission
We are committed to providing
excellent public service ond sofety to
ollwho live, work, ond play in our
vibront, tropicol, historic community
Current Vision
The City of Miomi Beoch willbe:
Cleoner ond Sofer
Beoutiful ond Vibront
A Unique Urbon ond Historic
Environmenl
A Moture, Stoble, Residentiol
C om m u n i ly wi th W ell-l m pr oved
lnfrostructure. A Culturol, Entertoinment Tourism
Copitol ond on lnternotionol Center for
lnnovotion ond Business
While Moximizing Volue lo Our
Community for the Tox Dollors Poid.
Mission - New Concepfs
destination diVgf5g preparation
":'"'qyfi Bfi Y.".yrt'J$"tnternauona t
'''*HresitiHnt
=g. tutu l'ereaction 8l
',Sll,'Xt?'"BYii., ?"e#1g€lil,' = I
Vision - New Concepts
lnstitutiona Iize
and lmplement
STRATEGIC PTANNING AND MANAGEfYIENT
Volues - New ConceptsCurrent Vqlues
. We mointoin the City of
Miomi Beoch os o world-
closs city.. We work os o cooperotive
teom of well-troined
professionols.. We serve the public with
dignity ond respect.
We conduct the business of
the City with honesty,
infegrily, ond dedicotion.
We ore ombossodors of
good willto our residents,
visilors, ond the business
communily.
First glonce ot these Mission, Vision, Volue concepts olreody demonstrote the dynomic, chonging
noture of Miomi Beoch, ond forword-thinklng issues of todoy present in the minds of the
monogement teom.
Next Sfeps to lntegroting IOO R.esilient Cities qnd Miomi Beoch Rising
Above Resilience Strotegies
Over the coming yeor, we look forword to creoting both comprehensive Greoter Miomi ond the
Beoches ond Miomi Beoch Rising Above Resilience Strotegies, while olso oligning the city's
strotegic priorities, resources, services, ond budget.
By porticipoting in the .l00 Resilient Cities network, Miomi Beoch hos occess to expert services
from more thon 80 plotform portners worldwide. The Rockefellers ore committed to ossisting
Greoter Miomi ond the Beoches in occomplishing key proiects ond initiotives outlined in the
upcoming strotegy. An odded benefit of merging the existing strotegic plonning ond budgeting
process is the obility to porticipote in the I00RC l0% Pledge Progrom once our strotegy is
complete. The pledge is o commitmenl to moking sure eoch proiect the city engoges in ochieves
multiple gools, ollowing the city to get the most return out of every dollor. Cilies thot sign the
pledge hove occess to up to $5 million in goods ond services from 100 Resilient Cities ond
Plotform Portners.
By integroting 100 Resilient Cities work with more clossic strotegic plonning steps, including
constituent feedbock ond Miomi Beoch-focused doto, we will be well on our woy to providing the
services needed todoy, while plonning for the Miomi Beoch of tomorrow.
42
O Environmental Scan 2017 - (Attachment C)
o
o
O Communitv Satisfaction Survev Executive Summarv Report
-2015 - (Attachment D)
o
o
Service Shopper Program
MIAMIBEACHO city of Miami Beach
Service Shopper Program
A key component of a broad, city,vide initiative dedicated to improving customer service in the City of
Miami Beach
What are the Service Shopper Program objectives?
interface points
needs and expectations.
What is the Service Shopper Program?
delivery to the public at the point of service.
and recognizing City employees who provide exceptional customer service.
ow does the Service Shopper Program work?
their own assignment. Service Shopper coordinator will provide general assignment
information
policies.
completion and compiling of all required paperwork.
*Index ls for general questions; hdex ls tailored to score speciflc customer servlce standards between 1 (not satlsffed) and 5 (extremely saus{ted)
Service Shopper Program shopping method overview:
Telephone Shoppers are City employees posing as citizens requesting information/service from
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
call a customer interface telephone number multiple times, each time with a different disposition.
Structured evaluation forms 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 a
Shoppers in instances where they are transferred to a mailbox and leave a message. Recordsd v
message shoppers wil! provide detailed information regarding the message recorded and Service
Shopper coordinator will retrieve message/evaluate using established criteria. Assignments will
come from the Resident Guide, Yellow Pages, and/or MB website.
O Public Area Cleanliness / Appearance lndex
o
o
MIAMIBEACHo City of Miami Beach
Public Area Cleanliness & Appearance lndex Programs
Help Miami Beach address two of its biggest challenges: Cleanliness & Appearance
What is the Public Area Cleanliness Assessment Program?
data on the cleanliness of the following public areas: streets, sidewalks, alleys, parks,
parking lots, watenrvays, and beaches.
Materials, Fecal Matter, and Garbage Cans/Dumpsters) on a scale from 1- Extremely
Clean to 6 - Extremely Dirty.
cleanliness of the city.
What is the Appearance lndex Program?
appearance of the City of Miami Beach's public areas.
Sidewalks, Roadways, Turf, and Plant Beds.
O What are the goals of the programs?
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 affect the
cleanliness and appearance of public areas.. Evaluate if different initiatives and service levels are effective in the cleanliness
and appearance of public areas.
What do part-time Excellence Program assessors do?
area against the index.
Who do I call for questions and more information?
J'o*TBEACH
OFFICE OF THE CIW MANAGER
LTC #
522'2017
TO:Mayor Philip Levine and Members the City
FROM: Jimmy L. Morales, City Manager
DATE: October 30,2017
SUBIECT: Cleanliness lndex & Assessment
The purpose of this Letter to Commission
winning Cleanliness lndex and Assessment
2017 to September 30,2017).
Background
LETTER TO COMMISSION
Results for FY 2016117 Quarter 4
is to communicate the results of the award
program from FY 2016117 Quarter 4 (July 1,
The Miami Beach Public Area Cleanliness lndex is an objective measurement of
performance ranging from 1.0 (Very Clean) to 6.0 (Very Dirg) 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 to ensure no greater than a +5.0 percentage point sampling enor given the 95%
confidence level for each of the public areas assessed.
During FY 2006/07, 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
important, 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 @mpared to the same
quarter in prior years to account for seasonal variations.
The program received the 2007 Sterling Quality Team Showcase Award. All improvement
action plans implemented are validated against the index. 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 to be cleaner.
Summary of the Cleanliness Assessment Results FY 2016/17 Quarter 4
Overall, the citywide cleanliness index improved during FY 2016117 Quarter 4 when
compared to the same quarter in FY 2015116 by 3.9% lo 1.71. Additionally, FY averages
reflect steady progression as evidenced by the index, anecdotal information, and results of
our most recent resident survey. Additionally, 84.1o/o of all public area assessments scored
2.0 or better (target=9O%) in FY 2016117 Quarter 4 and a 77.8o/o average for FY 2015116.
Cleanliness continues to remain a top priority for the City.
Positive and Stable Areas in FY 2016/17 Quarter 4
o Streets- Streets improved to 1.65 or 3.5% from the prior quarter and 1 1.3% from the
prior FY quarter. Overall, 88.9olo of streets are scoring 2.0 or befter. Commercial
entertainment and commercial non-entertainment streets improved by 1.9% and
3.0% respectively when compared to the prior quarter. Litter on the ground in areas
with heavy construction in commercial entertainment areas continues to be a
contributing factor. To address this issue, Public Works continues to monitor public
right-of-way site cleanliness, and share findings with CIP to ensure each contractor is
in compliance, and coordinates the placement of temporary garbage cans at work
sites to encourage utilization by contracted employees.o Sidewalks- Sidewalks improved to 1.57 or 3.1Yo from the prior quarter and 1.9o/o
from the prior FY quarter with overall percent meeting target at87.0o/o. Commercial
entertainment areas improved to 1.54 or 4.9o/o and commercial non-entertainment
areas remained stable at 1.64. The primary issue appears to be litter on the ground
and organic material. Sanitation added an additionalforty (40) garbage cans and
replaced approximately sixty (60) cans where needed to address overflowing garage
can issues. The dome topper pilot program is still underway to curb household
garbage disposal in public garbage cans on sidewalks. Haulers have committed a
truck for garbage can waste collection seven (7) days per week and sanitation has
added a second shift of service in the late afternoon to identified neighborhoods to
address overflowing garbage can issues.. Parking Lots - Scores at 1.75 improved by 3.3o/o from the prior quarter and 15.9%
from the same quarter in the prior Fiscal Year. The percent of assessments meeting
the 2.0 standard improved lo 83.7o/o. lssues appear to be organic material and litter
on the ground. The issue of the overflowing garbage cans is being addressed by the
waste hauler commitment of designated truck service for garbage can waste
collection daily helping to decrease litter on the ground. Sanitation will replaced twist
cans with larger green cans in select lots, as well as add additional cans as needed.
Areas of Focus in FY 2016/17 Quarter 4
o Beaches - The percent of beaches covered by Miami Beach meeting the 2.0 target
deteriorated to 83.6% or 17.3o/o when compared to the same quarter the prior Fiscal
Year to a 1.76. The issue appears to be litter in the dunes and organic material on
the beach. Miami-Dade County and the City continue to work with hotels in the area
to decrease the distribution of materials contributing to dune litter, such as napkins,
receipts, etc. Code Enforcement and the Beach Director are discussing other options
for violation issuance on the beaches.o Alleys- Alleys improved to 2.13 when compared to the same quarter in the prior
Fiscal Year with 67.1% of assessments meeting the target of 2.0. This remains a
poor scoring area since program inception. The issue appears to be illegal dumping
and litter in commercial entertainment areas, and overflowing dumpsters/trash cans
in commercial entertainment locations in south beach during the weekend and
weekend daytime hours. Sanitation alley service operates Monday through Friday (5
days a week) every morning from 5h Street to Espanola Way for litter removal with
the number of code officers increasing to support this effort cityruide. At the request
of the Sustainability and Resiliency Committee (SRC), Code Compliance has
proposed revisions to Chapter 90 Solid Waste to include increased fines and
penalties for violations as well as the requirement for a locking mechanism on
dumpsters in the right-of-way. The proposed amendments are under review at the
SRC.
Waterways - Scores improved by 12.60/o compared to the same quarter in the prior
Fiscal Year to 2.O2.The percent of assessment meeting the 2.0 target improved by
22.4o/o when compared to the same quarter in the prior Fiscal Year. lssues appear
to be litter along the shoreline and organic material. A new contract is being drafted
to include cleanliness data and fine issuance for not meeting established standards
for litter.
Parks- Parks deteriorated to 't.51 or 3.4o/o compared to the prior quarter and 14.4o/o
compared to the same quarter in the prior Fiscal Year with 93.60lo of assessments
meeting the target. Greenspace Management continues to recycle clippings such as
leaves, grass, and other organic material onsite. This practice not only enriches the
soil, but also reduces the need for synthetic fertilizer and the burden on landfills by
disposal of green waste. This practice may continue to contribute to increased
organic material on sidewalks and pathways, as the practice is to no longer bag and
dispose of such organic material, but rather retum it to the soil.
o
O
o
o
o
a
Cleanliness Kev lntended Outcome
Cleanliness was identified in our community surveys as a key driver affecting overall quality
of life. ln addition, in the 2016 survey, residents and businesses rated cleanliness as one of
the services the City should strive not to reduce. The City has implemented increases in
service levels and community satisfaction levels have improved. Overall scores have
improved by 15.8% from FY 2005/06 lo FY 2016117.
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
contact Dr. Leslie Rosenfeld with Organization Development Performance lnitiatives at
extension 6923.
lf you have any further questions, please feel free to contact me.
c: Eric Carpenter, Assistant City Manager and Public Works Director
Mark Taxis, Assistant City Manager
Kathie G. Brooks, Assistant City Manager
John Rebar, Parks and Recreation Director
Saul Francis, Parking Director
Hernan Cardeno, Code Compliance Director
Margarita Wells, Acting Environmental Director
AlZamora,ion Division Director
Dr., Chief Learning Development Officer
Garage Attendant Securitv lndex
o
o
o
MIAMIBEACHO Gity of Miami Beach
Garage AttendanUSecurity Index Program
Help Miami Beach address one challenge: Customer Service
What is the Garage AttendanUSecurity lndex Program?
measurable data on the customer service performance of attendanUsecurity personnel in
public garages in the following areas: conduct, professionalism, attire, and knowledge.
1.0 (not satisfied) to 5.0 (extremely satisfied).
customer service performance of garage attendanUsecu rity personnel.
What does the Garage AttendanUSecurity lndex Program evaluate?
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.
What are the goals of the programs?
achieve the following:o Monitor the impacts of recently implemented initiatives to target areas for future
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 conective action items taken to
remedy the situation.. Assist the responsible department(s) in identifying employees to be removed with three (3)
assessments scoring 3.99 or below.
What do Excellence Program assessors do?
customer service performance against the index.
MIAMIBEACH
Who do I callfor questions and more information?
MIAMIBEACH
OFFICE OF THE CITY MANAGER
LTC #
600_2017
TO:Mayor Philip Levine and Members the City
FROM: Jimmy L. Morales, City Manager
DATE: October 13,2017
SUBJECT: Garage Attendant lndex Results for Y 2016117 Quarter 4
The purpose of this Letter to Commission is to communicate the results of the newly
developed Garage Attendant lndex from FY 2016117 Quarter 4 (July 1, 2017 to
September 30,2017).
Background
At the October 14, 2015 City Commission meeting, the Mayor and City Commission
authorized the administration to enter into negotiations with SP Plus for parking attendants
for City parking garages. Commissioner Malakoff requested better training in customer
service for all parking attendants as part of the final agreement. As such, the agreement
executed on April 18,2016 includes performance standards aligned to the City's Customer
Service Excellence Standards, as well as penalties for not meeting those standards.
The Miami Beach Garage Attendant 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 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 1.0 and will result in a re-shop. Three (3) assessments scoring between
1.0 and 3.99 to the same employee will result in the removal of the employee.
Evaluation Criteria for each assessment are listed below: Critical items with an asterisk (")
scoring a 1 result in overall score of 1 for experience:
o Garage attendant first impression 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 attendant was no longer than 10 minutes or schedule for a mutually
convenient time.*
LETTER TO COMMISSION
. I was greeted in a courteous manner.* (Attendant 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.o 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
mile to assist me.e The attendant said, "Thank You!" ending the conversation showing that they
appreciated my business (Ex. Have a great day, enjoy your stay, we appreciate your
business, we hope to see you soon).. Attendant was wearing an appropriate clean uniform with nametag 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.
Summary of the Garage Attendant lndex Results FY 2016117 Quarter 4
Overall, the City Garage Attendant index in FY 2016/17 Quarter 4 was a 4.47 on a 5.0 scale.
The scores improved from the prior quarter by 4.2o/o and from the prior FY average of 4.29.
Areas of Focus in FY 2016117 Quarter 4
. Requested information and name not provided- Employees in several garages
did not provide their name if asked (name tag no visible) and did not provide the
information requested. Parking staff have reviewed the results of the assessments
with the contractor and issued penalties per the agreement based on 228
assessments conducted in all garages with 26 or 11.4o/o scoring 3.99 or below
resulting in a fine of $2,600. Cityrvide score this quarter is a 4.4o/o improvement from
the prior quarter. Additionally, a memorandum was issued to correct the identified
deficiencies.r Greeting- Employee must not be using a personal phone during an interaction with
the customer. When employees are approached by a customer, the greeting must
include a sincere "hello", welcoming attitude, and helpfuldemeanor. Employee use
of cellphones and ear buds has been noted and will continue to be addressed by the
contractor.
M rAMl 9EA9H G|F49F *rrF-lt P"ll,rl lll9$
c[Iry!9E sul{MARI Fgr q*nngE:
_
Average Score Per Quarter Per Year
Year 201 6 2017
2016 resulb includes only Q3 and Q4 when program stsrted.
CITYWIDE SUMMARY BY GARAGE Q42017
PARKING. PUBUGGARAGES
a4-2017
Avg Score
#
lnitial
Elqleriences
Experiences
Below 4
($1 00 fine)
r()t
Erperiences
Below 4
(Reshops)
# of Reshops
Scoring Below 4
( $'t00 addilional
fine)
Saraqe - 12h Streetand Drercl 0 0 0
3arage - 13th Street and Collins 4 4 1
Sarage - 16th Street and Collins 3 3 0
.€raoe - 1 /m Street and lvEndtan uoun 2 2 0
Sarage - 17th Street and Pennsyl\ania 2 2 0
3araqe - 18h Steet and lUeridian 1 1 1
3arage - 1 900 Bay Rd 5 4 1
3araqe - 42nd Street and Sheridan 1 1 0
sarage - 5th Street and Atln Road 2 2 0
3arage - 7th Street and Collins Arienue 3 3 0
Garage Total 23 22 3
Next Quarter AssessmenG
City parttime staft is conducting garage attendant assessments every quarter. Additionally,
residents are always welcome to participate. Cunent sampling size is not statistimlly valid;
however, staff is evaluating best approach to accomplish a valid sample size. lf you or any
member of your staff is interested in participating in the City's Garage Attendant lndex,
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.
Attachment
C: Kathie G. Brooks, Assistant City Manager ,
Saul Francis, Parking Director ,,rl/
Dr. Leslie Rosenfeld, Chief Learning DevelopmefiOffif
a KGB/LDR
Ga rage lndex
#TAMTBEACH Gity of Miami Beach
Garage lndex Program
Help Miami Beach address two challenges: Garage Gleanliness & Appearance
What is the Garage lndex Program?
cleanliness and appearance of public garages in the following garage areas: parking, stairwells,
elevators, and exterior.
scale of 1- Extremely Well Maintained to 6 - Not maintained.
cleanliness and appearance of public garages.
What does the Garage lndex Program evaluate?
elevators as follows:o Appearance: Signage well maintained, lighting functional, No damage/painted areas
crisp/striping crisp, pavement stain free, and ticket bursters/payment stations/exit
verifiers in good working conditiono Cleanliness: No trash, no graffiti on walls, odor free, garbage cans wel!-maintained, and
no organic materialo Exterior Appearance: Planters/grassy areas/sidewalk entrance well maintained, graffiti
free, no unpleasant odor, no trash, and signage clean and useable.
What are the goals of the programs?
achieve the following:o Assist the responsible department(s) in strategically directing their resources and efforts in
improving their maintenance functions.. Assist the responsible department(s) in determining what factors affect the cleanliness and
appearance of public garages.. Evaluate if different initiatives and service levels are effective in the cleanliness and
appearance of public garages.
What do Excellence Program assessors do?
index.
^Who do I ca!! for questions and more information?
MIAMIBEACH
OFFICE OF THE CITY MANAGER
LTC #
To: Mayor Philip Levine and Members of
FROM: Jimmy L. Morales, City Manager
DATE: October 31, 2017
SUBJECT: Garage lndex Results for FY 2016117
The purpose of this Letter to Commission is to communicate the results of the newly
developed Garage lndex from FY 2016117 Quarter 4 (July 1,2017 to September 30, 2017).
Background
The Miami Beach Garage 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 parking area, stainruells, and elevators. Criteria for
each area are listed below:
"'""
n
"
n "':',#:[ff
: ::::"r No organic material (vomiVsand/cobwebs)
Appearance Parking Area lStairwells / Elevators
I Hffi:.u,',"*:;T?-:" :::::;:: :.:, ".or stainruell doors/railings or elevator doors/buttons
Ap pea ra n c:'
ilr#lL",-*, llia srs io ewa r k entra n ce wer r m a i nta i n ed
o No unpleasant odoro No trash
Signage clean and useable
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 to ensure no greater than + 5.0 percentage point sampling
error given the 95% confidence level.
LETTER TO COMMISSION
Summary of the Garage lndex Results FY 2016117 Quarter 4
Overall, the City Garage index in FY 2016117 Quarter 4 was a 2.32, with 61 .4o/o of
assessments scoring a 2.0 or better. Majority of appearance scores have improved when
compared to the prior FY quarter, with overall and percent meeting target improving 2o/o and
17% respectively.
Areas of Focus
Appearance lnterior - Overall garage interior appearance improved at 2.63 with
52.9o/o of assessments meeting the target when compared to the same quarter in the
prior Fiscal Year. Both parking and stainryell areas improved in many garages, with
the percent meeting target in these areas improving by 15.0o/o and 12.0o/o
respectively when compared to the same quarter in the prior Fiscal Year..
Parking area assessments continue to yield the lowest score at 2.75 and 41.2o/o ot
assessments meeting target due to pavement stains in the parking area; only 5.8%
of parking area assessments were stain free. This continues to be a very
challenging factor to address as traditional pressure cleaning techniques do not
address the oil stains from cars, and the City is reevaluating whether the current
standard is realistic. The City will be reviewing other non-City garages in the regionto reevaluate this standard. The city's Parking Department and Property
Management Division are pursuing alternative coatings for garage decks. The goal
is to have a more resilient surface coating that returns to its original luster with low
maintenance.
Cleanliness - Overall garage cleanliness improved to 2.07, an 18.0o/o improvement
from the same quarter in the prior Fiscal Year, with 70.2o/o of assessments meeting
the target. Cleanliness deteriorated in the parking area by 14.0o/o, with increased
trash on the ground at 37.4o/o of assessments meeting the target. As of June 1, an
additional staff member was added seven (7) days per week from 1 1pm - 6am at the
7h, 12h, and 13h street garages to address cleantiness issues throughout the
garages. Trash and organic material continue to be the primary issue on the
weekend during late night hours. The initiative did not yield expected results. As
such, the contractor was advised of unacceptable results and will provide additional
employee training to clarify expectations.
Exterior Appearance - Exterior appearance of the parking garages deteriorated to
2.22 or 27%o when compared to the same quarter in the prior Fiscal Year with 60.70/o
of assessments meeting the target. Graffiti and trash on the exterior of the garage
continue to appear to be the issue, with trash around the exterior at all garages.
Additionally, plant beds and exterior greenspaces surrounding the garages
deteriorated as well. Assessment results have been reviewed with Greenspace and
the janitorial contractor to identify areas for improvement. A Request for Proposal
has been issued and a recommendation is expected by January 2019.
all City G{me Score
E
Aooe&ance lnterior
1.5-'l 999
I, U-O,U
AOporancg lntErloa
79 999 anci betow
ao 0-89 999
f oo.o-roo
Overall Garage lndex 2.0 or better (Target 9070)
Overall
Cleanliness
Parkina
Appearance lnterior
Parking
o
O Next Quarter Assessments
City part-time staff is conducting assessments each quarter. Additionatly, residents are
always welcome to participate. lf you or any member of your staff is interested in
participating in the City's Garage lndex Program, please contact Dr. Leslie Rosenfeld with
Organization Development Performance Initiatives at extension 6923.
lf you have any further questions, please feel free to contact me.
c: Kathie G. Brooks, Assistant City Manager
Eric Carpenter, Assistant City Manager and Public Works Director
Mark Taxis, Assistant City Manager
John Rebar, Parks and Recreation Director
Saul Frances, Parking Director
Al Zamora, Sanitation Division Director
Adrian Morales, Property Management Director
Dr. Leslie Rosenfeld, Chief Learning and Development Officer
Rodney Knowles, Green Space Division Director
*"#
Public Bathroom lndex
MIAMIBEACH
Gity of Miami Beach
Bathroom lndex Program
Help Miami Beach address two challenges: Bathroom Cleanliness & Appearance
What is the Bathroom lndex Programs?
the cleanliness and appearance of public bathrooms in the following bathroom areas:
toileUurinals, sink, and exterior entrance.
scale of 1- Extremely Well Maintained to 6 - Not maintained.
cleanliness and appearance of public restrooms.
What does the Bathroom lndex Program evaluate?
o Appearance: Stable/operable toileUurinal partition enclosures, stall doors rust free/fully
painted/latch & hinge functional, sink faucets and soap dispensers functional, interior
lights functionalo 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 graffiti, no unpleasant
odor, no trash/litter, and entrance door rust free/fully painted/functional.
What are the goals of the programs?
achieve the following:o 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 affect the cleanliness and
appearance of public restrooms.o Evaluate if different initiatives and service levels are effective in the cleanliness and
appearance of public restrooms.
What do Excellence Program assessors do?
the index.
Who do I call for questions and more information?
MIAMIBEACH
OFFICE OF
LTC #
THE CITY MANAGER
537-2017
Mayor Philip Levine and Members the City
Jimmy L. Morales, City Manager
LETTER TO COMMISSION
TO:
FROM:
DATE: November 3,2017
SUBJECT: Restroom lndex Results for FY 6/17 Quarter 4
The purpose of this memorandum is to communicate the results of the newly developed
Restroom lndex from FY 2016117 Quarter 4 (July 1,2017 to September 30, 2017). As we
worked through this process with departments to identify areas for improvement, we
monitored internally during FY 2015116, and disseminate quarterly to the commission via a
Letter to Commission beginning in FY 2016117.
Background
The Miarni 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
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
error given the 95% confidence level.
Summary of the Restroom Index Results FY 2016117 Quarter 4
Overall, the City Restroom lndex in FY 2016117 Quarter 4 was a 2.14, with 65.9% of
assessments scoring a 2.4 or better. The FY 2016117 average was a 2.1 1, with 68.0% of
assessments scoring a 2.0 or better. Data reviews indicate that male restrooms are rated
lower consistently throughout the year. As such, parks and property management
personnel will review current service levels to determine potential adjustments to
scheduling.
Areas of Focus
. Cleanliness Toilet Area - Data continues to indicate that toileUurinal cleanliness is
a low scoring area at 2.26, with 58.4% of assessments meeting the target. Floor
cleanliness remains an issue wilh 47.7o/o of assessments meeting the criteria;
however, litter in the toileUurinal area improved lo 58.7o/o meeting the target, a 12%
improvement from the prior quarter. Parks will continue to work with United Janitorial
Services to identify opportunities for improvement. The request for proposals
currently underway references the index to ensure potential providers are aware and
will incorporate in to planned service delivery. Data indicates that weekday night
hours in south beach are the lowest scoring with average scores of 2.80; however,
both weekday and weekend night time hours from 8:00pm - 12:00am improved
when compared to the prior quarter.
. Bathroom lnterior- Overall bathroom interior scores deteriorated when compared to
the prior quarter from 1 .741o 2.02 or 16.1o/o. Additionally, the percent of bathroom
interiors meeting target remained deteriorated at 73.7o/o. Declines resulted from
issues in stall door, sink faucets, and interior lights not working. Parks has received
funding in FY18 to replace equipment and fixtures as identified, as well as epoxy
cover on select restroom floors.
o Exterior Appearance - Overall bathroom exterior scores were 72.0o/o scoring 2.0 or
better with an average of 2.03. This is an 7.4o/o decline from the prior quarter and
39.07o decline from the same quarter in the prior FY. Weekend daytime litter
appears to be an issue across all restrooms and will be monitored by park staff to
determine if the issue is seasonal or ongoing. Exterior signage remained stable at
94% meeting the target due to improvements at 6h, 1Oth and 14th street restrooms.
Positive and Stable Areas
o Cleanliness Sink Area- Sink area cleanliness overall scored low with 59.7o/o of sink
area cleanliness meeting the standard; however, this is a 28.3o/o improvement from
the prior quarter. The sink and/or mirror cleanliness improved to 62.60/o meeting the
target, with 50.0olo of floors meeting target for mopped/clean with no stains, with both
areas improving 11.5o/o and 5.60/o respectively. Park staff is requiring Janitorial
Services to mop the floors on a more frequent basis. Liquid soap dispensers have
been swapped out for foam dispensers in the majority of restrooms.
o
Next Quarter Assessments
City part{ime staff is conducting 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 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.
c: Eric Carpenter, Assistant City Manager and Public Works Director
Mark Taxis, Assistant City Manager
John Rebar, Parks and Recreation Director
Adrian Morales, Property Management Director
O Criteria for each area are listed below:
cleanliness Toilet
lt"?,oo'. mopped/crean/no stainso Toilets/urinal clean/no litter visiblel no leakso No unpleasant odor
: I]'!$[erunavailable/usable
cleanliness sink Area
*oors mopped/crean/no stains. Sink and/or minor clean/no leaksr Trash can no more than % full
: s15;i:#::.'#l
AppearancernteriorsEi5l"#..i:ff
:Hxii;xl,rfl :;Hr:;::::'#r?'"tunctiona,o Sink faucets and soap dispenser functionalo Hand dryer or paper dispenser functional
All interior lights functional
Appearance / Cleanliness Exterior
: if3?ffivisibre
and crean
: Ii[X3gH;:;"r, ry paintedffunctionar (rorrup or traditionar)
o Mvsterv Rider lndex
MIAMIBEACHO city of Miami Beach
Mystery Rider lndex
Help Miami Beach address three challenges: Trolley Maintenance, Service, and Reliability
What is the Mystery Rider lndex?
reliability, cleanliness and interior/exterior appearance, customer seryice, safety, and
maintenance.
Well Maintained) to 6.0 (Not Maintained)
cleanliness and appearance of public garages.
What does the Mystery Rider lndex evaluate?
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 of graffiti or stickers, no gum, sticky material or stain
on stop, bench or shelter, location free of unpleasant odors, bench or concrete pad, bus
(J
shelter, and trash receptacle.
Reliability: Headway time between the vehicles.
Appearance/Cleanliness lnterior and Exterior: Exterior Appearance of the vehicle
(painUcolors looked noticeable/crisp, no dust on body of vehicle, applicable branding
observed, no body defects 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
available
Customer Service: Greeted with a smile, responded to customer in a courteous manner,
assistance provided upon request, driver announced major intersections or automated
stop announcers functional, bus not left unattended, driver did not argue with
passengers.
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.
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.
MIAMIBEACH
What are the goals of the index?
interior/exterior appearance, customer service, safety, and maintenance to achieve the
following:o Assist the responsible department(s) in strategically directing their resources and efforts in
improving their maintenance functions.o Assist the responsible department(s) in assuring the quality of service.
What do Excellence Program assessors do?
Who do I callfor questions and more information?
MIAMIBEACH
OFFICE OF THE CIW MANAGER
LTC #
TO: Mayor Philip Levine and Members of the City
FRoM: Jimmy L. Morales, City Manager
DATE: October 31,2017
SUBJECT: Mystery Rider Program Results for FY 2016117 Quarter 4
The purpose of this Letter to Commission is to communicate the results of the newly
developed Mystery Rider Program from FY 2016117 Quarter 4 (July 1 to September 30,
2017).
The collection of data began in FY 2015 via paper for Alton-West Loop and North Beach
Loop; however, was automated at the beginning of FY 2016. The automation has allowed us
to merge the data and provide program results. The Middle Beach Loop and Collins Link
commenced service on November 22,2016 and December 22,2016, respectively. Both
routes were added to Mystery Rider Program effort in FY 2017 Quarter 2. We are working
with the Transportation Department to identify areas for improvement, and have monitored
through FY 2017, with a quarterly Letter to Commission beginning in FY 2017 .
Background
The Mystery Rider Program is an objective measurement of performance ranging from 1.0
(Very Well Maintained) to 6.0 (Not Maintained) and includes assessments for bus/trolley
stop amenities, reliability, cleanliness and interior/exterior appearance, customer service,
safety, and maintenance (See attached).
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 to ensure no greater than + 5.0 percentage point sampling
error given the 95% confidence level.
Summary of the Mystery Rider Results (Trotley only) FY 2016117 Quarter 4
Overall, the City Mystery Rider Program (Trolley only) in FY 2016/17 Quarter 34 was a 1.87,
with 75.07o of assessments scoring a 2.0 or better. This represents 6% improvement when
compared to the same quarter in the prior FY. Staff has incorporated real-time alerts for low
scoring areas which enables for improved response times in connection to all criteria.
Areas of Focus (Trolley only)
o Amenities - Stop amenities is a low scoring area at 2.75 and 64.30/o of stops
meeting the target. A contract for a design of new bus shelters was executed on July
19,2017. Design effort has started as of October 2017 and is expected to be
LETTER TO COMMISSION
completed within a year. This effort accounts for four (4) bus shelter design styles to
provide flexibility for installation at bus/trolley stops based on right-of-way constraints
and ridership. Currently there are 354 bus stops in the City with only 104 bus/trolley
shelters. Transportation Department is working closely with Clear Channel on
replacement of deteriorated benches, installation of new benches and repair or
replacement of damaged elements of the existing bus shelters. Transportation
Department continues to evaluate current stops without a shelter to determine if a
trash receptacle or bench can be installed or if existing amenities need replacement.
During FY 2017 approximately 15 new benches and a dozen of trash receptacles
were installed.
Reliability - Results show that trolley reliability scores deteriorated compared to the
previous quarter, scoring 2.13 with 70.9o/o meeting the target of 2.0. This is a 9%
deterioration from the prior quarter, but a 57o improvement from the same quarter in
the prior FY. Transportation Department staff is developing a transit service
performance dashboard to help monitor reliability of the trolley service.
Appearance/Cleanliness - Scores in this area deteriorated by 4.0o/o when
compared to the previous quarter and remained stable when compared the same
quarter in the prior FY. The score of 1.99 indicates 72.0o/o of assessments meeting
the target. Staff is requiring submittal of weekly vehicle cleaning log by the operator.
Staff will continue to monitor this factor, and work closely with the service provider to
ensure improved performance in the future.
Positive and Stable Areas
Gustomer Service - Results indicate an average score of 1.76 with 76.20/o meeting
the target of 2.0. This is a 14.0o/o improvement from the same quarter in the prior
Fiscal Year. The Transportation Department will continue to work with the trolley
contractor to support the delivery of excellent customer service that aligns to the
City's Service Excellence Standards.
Safety - Safety deteriorated lo 1.27, a 7o/o decline from the prior quarter, but 18%
improvement from the same quarter in the prior FY. Transportation Department staff
continues to work closely with the service provider to ensure trolley drivers are
following alltraffic rules and regulations.
o
o
o
fin,f
Next Quarter Assessments
City part-time staff is conducting assessments every quarter. Additionatly, 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.
lf you have any further questions, please feel free to contact me.
c: Kathie G. Brook, Assistant City Manager
Jose R. Gonzalez, Transportation Director
Dr. Leslie D. Rosenfeld, Chief Learning and Development Officer
Criteria for each area is listed below:
Amenities
Bus/rrorrev s'
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o Visually clear with no signs of graffiti or stickers. No gum, sticky material or stain on stop, bench or shelter
: b?ff'fJl,f,",T:lyJ:1ruffi::flcateo in a visib,e area
Bus rrorrev *liJ.;-:*ns features
. Signageo Trash receptacle
s i s n a s e'
:"ff i:rii #:Ilr,{:T
a t i o n a bo ut th e b u s/tro r r ev ro u te
. Map of the routeo Website listed (for additional information)
Reriabirity o Terephone risted (for additionar information)
H eadwav r:%%;fl:i"": ( s B L )
o 21-25 minuteso 26-Sl minutes
:ll.1tilitxffo More than 45 minutes or did not arrive
Headway between vehicles (AVW)
: lllffiIff:o More than 45 minutes or did not arrive
Headway between vehicles (NBT, MBT, CLT)
: #ffllil.,,"s.rd d n., arrve
Appearance / Cleanliness lnterior and Exterior
Ex'ler'r "]""I!$,li}:tffigtij:;:
runc, ona and prov d ns accura,e
infoo Text on vehicle readable
Driver's appearance acceptable
l$,l,'.r**:,l;#;":"
o Closed toe shoes
lnterior of vehicle clean condition
: ffi 6j{",J"'"-m,{:
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. Garbagedisposalavailable
Customer Service
: #.i!i#*:if **t****, * i***""x=ffi ff r" u n cers
functional. Bus not left unattended (except to assist disabled passengers). Driver did not argue with passengersSaretv
: ilr"rffi'?::t"rH:i.'J;,:''iH o" secured behind yerow rine berore
movingo Obeyed traffic laws. Not eating or drinking while driving
: il:';:'ff.i1iHffiyJ'5#iH,?", the visuar or roadway or the
operation of the vehicle controlsMaintenance . Acceptable inside temperature. Functional seat. Functional interior lighting
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List of Capital Proiects
CIP Projects by Status
i:,'-,,!,,,^ BTACH
CIP Projects by Status as of October 24,2017.
Project Name
Project Status: 01 Planning (19 records)
FAC - Flamingo Park - Outdoor Fitness Area
FAC - Flamingo Park - Phase ll
FAC - Flamingo Park - Phase lll
FAC - Parking lnitiatives at Biscayne Beach
FAC - Rue Vendome Public Plaza
FAC - Soundscape Park Concession and Restrooms
FAC Maurice Gibb Park Soil Remediation
FAC Parking Garage at P55 - 2660 Colllins Avenue
FAC Parking Garage at Parking Lot P16
FAC Police Station Building-Firing Range Ventilation System Replacement
Project Status: 02 Design (25 records)
Crespi Kayak Launch Dock
FAC - Flamingo Parkwide lmprovements - Phase I
FAC Brittany Bay Overlooks & Living Shoreline
FAC Collins Park Parking Garage
FAC Fairuvay Park (Artificial Turf Soccer Field, Drainage and Playground Replacement)
FAC Maurice Gibb Park Redesign
FAC Mid Beach Community Park (Par 3)
FAC Normandy lsle Park Turf Replacement
FAC North Shore Open Space Park Renovation
FAC North Shore Park Restrooms Addition
FAC North Shore Park Tennis Center Facilities
FAC South Pointe Park Remediation - Pedestrian Walkway
FAC Sunset lslands 1 & 2 Guardhouse
FAC Tent (Canopy)for the North Shore Bandshell
P23 - New Garage - 1623 West Avenue - lntercept
ROW Lincoln Road Washington Av to Lenox Ave
ROW West Avenue - Phase ll lmprovements North of 14th St - MASTER PROJECT
ROW West Avenue - Phase ll lmprovements South of 14th St
TRANS Euclid Avenue between 17th Street & 5th Street
TRANS Middle Beach Recreational Corridor Ph 3
Project Status: 03 Preconstruction (6 records)
FAC - Flamingo Park HandballCourts
FAC - Ocean Rescue 79th Street Sub Headquarter Trailer Replacement
FAC Altos Del Mar Park
FAC Convention Center - Carl Fisher
TRANS Beachwalk ll - Phase ll
Projeg! Sletg: .-".
01 Planning
01 Planning
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
03 Preconstruction
03 Preconstruction
03 Preconstruction
03 Preconstruction
03 Preconstruction
CIP Projects by Status
Middle Beach RecreationalConidor Ph2- Section 2
Lot 01A - Penrods at One Ocean Drive
ROW
ROW Stormwater Pump Station at
)
)
)
MIAMIBEACH
City of Miomi Bcsch, ,l700 Convention Center Drive, Miomi Beoch, Florido 33139, www.miomibeochfl.gov
Project Name:
of Miami Beach 2018 Communatv Survev Timeline
Project Summary:
The City of Miami Beach continues to strive to deliver outstanding, enhanced services to its
residents, businesses and visitors. While at the same time increasing value for the tax dollars
paid and ensuring the long-term sustainability of the City. A significant driver in developing
Citywide priorities is community input received through the satisfaction survey conducted
with residents, businesses, and community organizations; as well as focus groups within the
community. The surveys provide an understanding of current satisfaction levels among
community groups with the City of Miami Beach and the services it provides; it also provides
benchmarks to similar jurisdictions; and provides recommendations for improving satisfaction
and quality of life, i.e. "key drivers for improving satisfaction." By surveying residents and
businesses, there is a better understanding of the needs and desires of the community and
the City is better able to allocate resources to address these priorities.
Community Surveys were conducted in the following years:
2005
2007
2009
2011
2014
2016
To view past survey results from the community surveys and focus groups, visit
http://www. miamibeachfl .oov/excellence/scroll.aspx?id= 1 8256
Community Satisfaction Survey proposed timeline October 2018for Survey Administration.
More detailed timeline and deliverables will be available following a proposed January 2018
retreat.
Estimated Cost: $86,000(based on previous year costs)
@nrE 2016 City of Miami Beach Resident and Business Surveys: Final Report
201 6 CiU of Miami Beach
Resident and Business Surveys
Executive Summary
OVERVIEW AND METHODOLOGY
Overview
ETC Institute administered resident and business surveys for the City of Miami Beach during the
srunmer of 2016. The purpose of the surveys was to objectively assess satisfaction among
residents and business leaders with the delivery of city services and to gather input about
priorities for the City. This is the first time ETC Institute administered the surveys for the City
of Miami Beach; previous surveys were conducted in 2005,2007,2009,2012 and20l4.
Methodology
Resident Survey. ETC Institute selected a random sample of households for the survey. The
sample was address-based, and the households were selected at 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 for the survey. Survey packets were then
mailed to each of the households selected for the random sample. The survey packets contained
a cover letter, a copy ofthe survey, and a postage-paid, return envelope. A few days after the
surveys were mailed, ETC Institute sent emails and placed phone calls to households in the
random sample to encourage participation. The emails contained a link to the on-line version of
the survey to make it easy for residents to complete the survey. To prevent the responses from
people who were not part of the random sample from being blended with those who were
selected for the random sample, everyone who completed the survey on-line was required to
enter their home address prior to submitting the survey. ETC Institute then matched the
addresses that were entered on-line with the addresses that were originally selected for the
random sample. If the address from a survey completed on-line did not match one of the
addresses selected for the random sample, the on-line survey was not counted as part of the
random sample. A total of 1,908 residents from the random sample completed the survey. The
results for the random sarnple of 1,908 households have a 95%o level of confidence with a
precision rate of at least +/- 2.2o/o.
ETC lnstitute (2016)
gErE 2016 City of Miami Beach Resident and Business Surveys: Final Report
Business Survey. ETC Institute also selected a random sample of business leaders for the
survey. The sample was address-based, and the businesses were selected at random from all
known businesses in the City of Miami Beach. This method ensured that each business in the
City had an equal probability of being selected for the survey. Survey packets were then mailed
to each of the businesses selected for the random sample. The survey packets contained a cover
letter, a copy of the survey, and a postage-paid, return envelope. The survey was addressed to
the owner or manager of the business to ensure the results would reflect the opinions of business
leaders in the City. A few days after the surveys were mailed, ETC lnstitute sent emails and
placed phone calls to the businesses that were selected for the survey to encourage participation.
The emails contained a link to the on-line version of the survey to make it easy for business
leaders to complete the survey. To prevent the responses from businesses that were not part of
the random sample and/or multiple responses from the same business, everyone who completed
the survey on-line was required to enter their business address prior to submitting the survey.
ETC Institute then matched the addresses that were entered on-line with the addresses that were
originally selected for the random sample. tf the address from a survey completed on-line did
not match one of the addresses selected for the random sample, the on-line survey was not
counted as part of the random sample. If duplicate addresses were entered, only the first
response was counted. A total of 1,000 businesses completed the survey. The results for the
random sample of 1,000 businesses have a 95%olevel of confidence with a precision rate of at
least +/- 3.0%.
Location of Respondents
To better understand how well services are
being delivered in different parts of the City,
the home and business addresses of the
respondents to the survey were geocoded.
o Business Survey Map. The dots on
the map to the right show the
distribution of business survey
respondents based on the location of
their business. Appendix B-1 of the
report contains maps that show how
respondents in different areas of the
survey rated a wide range of City
services.
o 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 of the
survey rated a wide range of City
services.
ETC lnstitute (2016)
SErc 2016 City of Miami Beach Resident and Business Surveys: Final Report
Locetion of Surrey Respondents
Ciq'of \fiemiBerch !016 Resident Sunel'
s\X
Nq,t
\1
(n
s
\bh
\
ETC lnstitute (2016)
@nrg 2016 City of Miami Beach Resident and Business Surveys: Final Report
otDontt Know" Responses
The percentage of "don't know" and oono opinion" responses has been excluded from graphs to
facilitate valid comparisons to previous years and to other communities in ETC Institute's
national survey database.
This report contains:
Satisfaction priorities analysis, benchmarking comparisons to other communities, and the
survey instrument
priorities analysis, and the survey instrument
crosstabulations, are published separately as Appendix A and Appendix B
MAJOR FINDINGS
Overall Ratings for the City. Ninety-two percent (92%) of residents and 95o/o of businesses
rated the quality of fire services in Miami Beach as "excellent" or "good." Other City services
with combined ratings of "excellent" and o'good" include: emergency medical services (84%o
resident, 9l% business), ocean rescue/lifeguard/beach patrol (85% resident, 90o/o business),
appearance/maintenance of the City's public buildings (79Yo resident, 87Yo business), and
emergency/hurricane preparedness efforts (77o/o resident, 88o/o business). Forty-seven percent
(47%\ of residents and 32Yo of businesses were dissatisfied with the job the City is doing to
address homelessness.
Seruices That Are Most Important for the City to Provide. When residents and businesses
were asked to name the City services that were most important to provide, the sum of their top
five choices included:
o Most Imoortant Services to Residents
o Cleanliness of neighborhood streets
o Police services
o Efforts to manage stormwater drainage/flooding
o Overall quality of the beaches
o The job the City is doing to address homelessness.
ETC lnstitute (2016)
@nr,,E 2016 City of Miami Beach Resident and Business Surveys: Final Report
o Most Important Services to Businesses
o Police services
o Cleanliness of streets near businesses
o Emergency medical services
o The job the City is doing to address homelessness
o Condition of City roads in Miami Beach.
Feeling of Safety in Miami Beach
o Residents. Nearly all (98%) of the residents surveyed indicated they feel "very safe,"
'osafe" or "somewhat safe" in their neighborhood during the day; 9lYo feel "very
safe," "safe" or "somewhat safe" in their neighborhood during the evening/night, and
90%o feel "very safe," "safe" or "somewhat safe" in entertainment areas.
Q5. Feelino of $afetv in Miami Beach
by porcontrgt of rrrpondrntr (rxcMim '&nt lnorr)
ln n€iJhDorfioods during the (l8y
ln naiJhDorlroods &ring th. G.ninCnrght
ln Oty pill(s thd qrnlfltly hrvr hfi Rangrr &fng puft
hqrrs(Ferrnop, lr. $or?Open$ee, S. $orcPart)
ln eob.biilrf,r{tr6
ln busiiLss/cmrercu rflG furing cl,rniru/nElt
&rring spacrd er,tnB
20%/O%60%80%
srf. (5) @u. (a) Ersonruhr s.fir (3) Iun$fl (2,1
Wrc: EIC Dtl,itttc DinctionFtr*r 0016 - Mani
ETC lnstitute (2016)
@nrs 2016 City of Miami Beach Resident and Business Surveys: Final Report
Businesses. Ninety-four percent (94%) of business respondents indicated they feel "very
safe," "safe" or 'osomewhat safe" in and around their place of business during the daytime,
and 80% feel "very safe," "safe" or oosomewhat safe" in and around their place of business
during evening/night.
Q10. Feelino of Safetv in Miami Beach
by fcfitrgt of trrpcnCntr (qchdng'dottl kno'rr)
ln/arourd pbce of hrsiness drtrtrro @irE
lrvarwrld pbce of b{rsin6s during e$tang/naltd
Sab(s) @U. (4) trtSomrn'tutSafr(3) Iu'l3tr(el
ETCInsfific -Mwni Degf;h&,tsit,r5s
Perceptions of the City
Residents Seventy percent (70%) of the residents surveyed were "very satisfied" or
"satisfied" with the City of Miami Beach as a place to live; 67Yo were "very
satisfied" or "satisfied" with the quality of life within the City, and 66Yo were "very
satisfied" or "satisfied" with the overall image of the City. Residents were least
satisfied with City regulation of commercial development (28o/o "very satisfied" or
"satisfied").
Businesses Sixty percent (600/o) of business respondents surveyed were o1ery
satisfied" or "satisfied" with the overall quality of services provided; 59%o were
"very satisfied" or "satisfied" with the City meeting expectations with services
provided, and 45Yo were 'overy satisfied" or "satisfied" with the City's efforts to be a
"green" or sustainable city. Business respondents were least satisfied with
stormwater drainage (28Yo"very satisfied" or "satisfied").
ETC lnstitute (2016)
@nl$2016 City of Miami Beach Resident and Business Surveys: Final Report
Code Enforcement
o Residents. More than half (53o/o) of the residents surveyed feel the level of code
enforcement and ordinance in neighborhoods is "about right"; l7%o feel the level of
code enforcement is "too much/too restrictive" and 30Yo indicated the level is o'too
little/not restrictive enough."
Q10. Perceived Level of Code Enforcement
and Ordinance in Neighborhoods
by p.rc.nttgp of trcpodttr (orchdfup 'don't kno/)
Too much/too re$rictive
About right
53%
17%
Too litUc/nd rcrtictivc cnough
Sure: ne lwfitute DirudiottFitdo, QOl6 - ldfrorri tuch
o Businesses. Fifty-nine percent (59o/o) of the business respondents feel the level of
code enforcement and ordinance near their business is "about right"; 27%o feel the
level of code enforcement is "too much/too restrictive" and l4o/o indicated the level is
"too little/not restrictive enough."
vilETC lnstitute (2016)
@nr,s 2016 City of Miami Beach Resident and Business Surveys: Final Report
Q14. Do you think the level of code enforcement and
ordinance near your business is:
by p.rc.ntagl of hrdnan* (rxdudno tolt't knof)
Too much/too rrrfrictivc
27%
About right
5$!6
Too ttt./not re$rictivc Gnqgh
&rrcc: Erc lrfiitrt (2Ol 6 - itr,wtd fuch &tcir,,ss
Transportation and Parking Issues for Residents
More than two-thirds (69%) of the residents surveyed indicated their primary mode of
transportation in Miami Beach is an automobile; l4o/o primarily walk, 7Yo bike, 7o/o
use public transportation, and 3% use a motorcycle or scooter as their primary mode
of transportation.
Sixty-nine percent (690/o) of the residents surveyed feel there is "too little" parking
available in the City; 30o/o feel the availability of parking is "about right" and' lYo
indicated there is "too much" parking available.
Eight percent (8%) of residents feel the flow of traffic in Miami Beach is'oexcellent"
or "good"; 33% indicated it is 'ofair," and 59%o feel the flow of traffic in the City is
o'poor."
o When asked what types of transportation residents would consider using as an
alternative to taking a car, nearly half (45%) indicated they would consider light rail
or a modern street car; 44o/o would consider a trolley car, 43o/o would consider
bicycles, and 38% would consider local bus circulators. Less than one-fourth (23o/o)
would consider using an express bus to the mainland (multiple answers could be
selected for this ques tion).
ETC lnstitute (2016)
@nr,s 2016 City of Miami Beach Resident and Business Surveys: Final Report
o Nearly halt (47%) of the residents surveyed indicated they regularly ride a bicycle.
When asked about the level of bicycle safety in the City,30yo feel the City is "very
safe" oro'safe"; 46%oindicated it is oounsafe" and25o/o feel the level of bicycle safety
in Miami Beach is "very unsafe." In addition, more than tvro-thirds (69%) believe
there are "too few" bicycle paths and lanes throughout the City; 25oh feel the number
is "about right" andT%o feel there are "too many" bicycle paths and lanes.
o Forty-nine percent (49o/o) of residents are willing to support the development of bike
lanes as a way to significantly reduce the number of on-street parking spaces on main
streets in Miami Beach. Other types of development that residents are willing to
support include: more shade trees/landscapng (47Yo), rapid transit or express train
(44%), and trolley cars (32o/o). Residents least support the development of bus lanes
(l7o/o) (multiple answers could be selectedfor this question).
Q17. Types of Transportation Residents Would
Consider Using as an Alternative to Taking a Car
by prrcrntrgr drcpordrntr(rxdrdng "don't knqru/ - mulliph rbctiqrr could br nrdr)
Llght raumodcm sfrBet car
Trolgy car
Locd bus circrlabrs
Epressh6brrraarffi
0% 10%
EIC Inilifine Dinabnfu QOr6 - Mrni fuh
20%
ETC lnstitute (2016)
@nrg 2016 City of Miami Beach Resident and Business Surveys: Final Report
Public Transit and Parking Issues for Businesses
o More than half (52%) of the business respondents indicated the overall effectiveness
of the public transit system that serves the City is "excellent" or o'good"; 28o/o believe
it is "fair," and 20Yo believe the overall effectiveness is "poor." In addition, 43o/o of
businesses indicated the overall effectiveness of bringing employees to the City is
"excellent" or "good"; 31% think it is "fair," and 27o/o believe the overall
effectiveness of bringing employees to the City is "poor."
o Twenty-eight percent (28%) of businesses indicated they have provided free or
subsidized parking spots as a way of providing additional transit options for their
employees. Other ways include: encouraging public transit use (14%) and
coordinate carpool(s) (multiple answers could be selected for this question). Fifty-
seven percent (57%) of business respondents indicated they currently do not provide
additional transit options for their employees.
o One-third (33%) of the businesses surveyed indicated "there are often" or "there are
almost always" public and private parking spaces nearby for their customers; 307o
feel there are "seldom" parking places nearby, and 38%o indicated there are "almost
never" parking places nearby for customers.
Q20. \Mrich of the following best describes the availability
of public and private parking for your customers?
by pcrcgrtfoof htdncc
Therreco{bn
parki€ rpccnrrby
fuuto: EIC lttfiAe (2016 - Mioni &uh htsiwss
Thoc rn almod alweyr
- 38%Thrnerralrpl nc,tr
ETC lnstitute (2016)
@nr,,E 2016 City of Miami Beach Resident and Business Surveys: Final Report
Communication
. When residents and businesses were asked which sources they utilized to obtain
information about City govemment, issues and events, 460/o of residents artd 54Yo of
businesses indicated they use the City website (www.miamibeachfl.eov). Other
sources include: MB Magazine (53% resident, 38% business), City e-mail news
(24o/o r esident, 22o/o business), and Facebo ok (20% resident, 24% business).
o When asked to rate the usefulness of information that the City sends about programs,
activities, policies and events, 9lYo of residents and 93o/o of businesses indicated the
information was "very useful" or somewhat useful." In addition, when asked to rate
the usefulness of information provided on the Miami Beach Police Department's
social media platforms, 90o/o of residents arrd 89% of businesses indicated the
information was "very useful" or somewhat useful."
o Seventy-four percent (74%) of residents and 72o/o of businesses were "very satisfied"
or "satisfied" with MB Magazine was a source of City communication. Other sources
with which respondents were "very satisfied" or "satisfied" include: e-mail news
(61% resident, T3o/o business), City website (58% resident, 70% business), and social
media engagement (49% resident, 64Yo business). Respondents were least satisfied
with the E-Gov app (38% resident, 50% business).
Customer Service
o The residents and business respondents who indicated they had interacted with a City
employee during the previoris 12 months were asked to provide their level of
agreement with various statements regarding their interaction. Fifty-seven percent
(57%) of residents and 65%o of businesses "strongly agreed" or "agreed" that City
employees were courteous and professional. Other statements regarding customer
service with which respondents "strongly agreed" or "agreed" include: City is open
and interested in hearing concems/issues (49% resident, 53% business), City
employees possess proper knowledge (44% resident, 610/o business), and City
employees have had proper training (42Yo resident, 630/o business). Respondents
agreed least with the statement "it is easy to get a hold of someone at the City" (36yo
resident, 47% business).
ETC lnstitute (2016)
2016 City of Miami Beach Resident and Business Surveys: Final Report
RESIDENT RATINGS OF CUSTOMER SERYICE
Q26. Agreement Wth Various Statements About Most
Recent lnteraction Wth City Employees
by porcGhgo of otpondrita (.xdudno iddr't knofl')
City e.rpb)/3os aro courbous A prorGsiond
Cfy govl. b open & inbrssted h heanng concdns/
bsues of rcireils
Cty enpblre6 possass proper l(torrtadge
Cly flrpbt/3€s tlaYB 1d prop.rraining
lt is €6y b gda ho5 of sdneone d t|e Cly
brDc.: EICba{xute DirtrtiotFlr*r (mI6- I6/dnd
0% n% 40% 60% 80% 100%
BUSINESS RATINGS OF CUSTOMER SERVICE
Q26. Level of Agreement Wth Statements Regarding
lnteraction Wth City Employees
by p.rcat.gt d hlin !-3 (.dldm_donltnqC)
City €rpb/s arB cdrrbous/prohssir.td
Ctty €flrpaoy..s ]trv! hld proparflinhg
Cfy gtlpbllsos p6sss proper knoubdge
Ovoral I uas sdisfEd with orpericnce I had contoding
the city
Ra(nr.6il3 r&wrr! procaes.d in a limely mdilr.r
I fourd prccess to be userfi€ndv/easy lo undorshnd
Tho City is open E inlelEsled in hearing conc6[rs,/
lssUeS
Easy to gd a hold of sdrBone dthe Cily
- Mlonri fuh Btsirrss
0% n% 40% 60% 80% 100%
ETC lnstitute (2016)
G,nrs 2016 City of Miami Beach Resident and Business Surveys: Final Report
OTHER FINDINGS: RESIDENT SURVEY
Frequency That Residents Visit Areas or Facilities
o The areas or facilities in Miami Beach that residents visit most often include: Collins
Avenue, Alton Road between 6ft - I7h, Lincoln Road, 4l't Street, and Washington
Avenue. The areas or facilities residents visit least often are the Byron Carlye
Theater and The Colony Theater.
How Residents Feel About the Number of Amenities in the City
o More than one-third (37%) of residents feel there are too many bars and nightclubs in
Miami Beach, whtle 4IYo believe there are too few family friendly activities in the
City. Sixty-eight percent (68%) of residents feel there is the right amount of
restaurants in Miami Beach.
Capital Improvement Projects That Are Most Important to Residents
. Sixty-four percent (64%) of residents indicated that the most important capital
improvement project is stormwater and drainage improvements; 56Yo feel more
walking/biking friendly streets and greenways are needed, and,50o/o believe water and
sewer system improvements are important. The least important capital improvement
project is City facility improvements (8%) (multiple answers could be selected for
this question).
Q8. Capital lmprovement Projects That Are Most
lmportant to Residents
by parcmtr$ of r*onOnlr (m{ilo rd.clidr. corid br mO)
Sbmud.r & drain4l ltrprorilt Is
lha dmg/bfqng fhfify sfr.G/grr.,m!6
Wohr a s.Ff 5,sbflr irp.ovitEnas
nofr,rn pasra -np.wlr..ls
Part itprurrlnB
Brtrgcirpru,rlt.ts
mb(uydr.dgmg
Cr9fulity ilm(or,f,rnb
ETC lnstitute (2016)xiii
2016 City of Miami Beach Resident and Business Surveys: Final Report
Support for Spending Tax Dollars to Address Rising Sea Levels
. Eighty-nine percent of residents support spending tax dollars to address rising sea
levels in the City, while l1% oppose the spending.
Amount of Noise in Neighborhoods
o Two-thirds (66%) of residents believe the amount is noise in their neighborhood is
"acceptablelnot a problem;" 20o/o feel there is "a bit too much" noise, and l4o/o think
there is "way too much" noise in their neighborhood.
Historic Preservation Efforts in Miami Beach
o Sixty-eight percent (68%) of residents think historic preservation efforts in the City of
Miami Beach have been "very effective" or "somewhat effective;" I l% think efforts
have been "neither effective nor ineffective," and 22o/o think historic preservation
efforts in the City have been "somewhat ineffective" or "very ineffective."
Whether Residents Would Recommend the City to Family and Friends
o Nearly three-fourths (74%) of residents indicated they would "probably recommend"
or "definitely recommend" the City of Miami Beach to family and friends as a place
to live; 2lYo would "probably not recommend" the City, and 6Yo indicated they would
"definitely not recommend" the City as a place to live.
O29. Whether Residents Would Recommend the City of
Miami Beach to Family and Friends as a Place to Live
by Flrr*.gr of nrgandotr (udrdno'dott lmotl)
Drfinitdy rrcofimend
38%
nd ncdnmand
Probrbty ncoamcnd
3696
bwc.: EIC M Dindiortfrdr inb - Mai Brrh
ETC lnstitute (2016)
@nrs 2016 City of Miami Beach Resident and Business Surveys: Final Report
OTHER FINDINGS: BUSINESS SURVEY
Satisfaction Among Businesses with City Inspections
o Seventy-six percent (760/o) of respondents who indicated their business had been
inspected the during the previous 12 months were "very satisfied" or "satisfied" with
the consistency and fairness of City inspections; l4Yo were o'neither satisfied nor
dissatisfied, and9%o were "dissatisfied" or "very dissatisfied."
Q3-2. Satisfaction \Mth the Consistency and Faimess of
Caty lnspections
by prrcrntrgr cf hninc*thrt hrrr b.m fitrp-t d &dng the prrt 12 rurtrs (rxchr&ro'&nl knot'l
Vcry setisfird
38%
Vory disetisficd
%
Dissetisfiod
7%
14%
Ncitherretbfiod
nordisdisfiod
&wcc: Elulnstittttu 6-Mtotifurt&rrnes
Satisfaction Among Businesses with the City's Planning Department
o Seventy percent (70%) of business respondents who had been in contact with the
Planning Department during the past 3 years "strongly agreed" or "agreed" that the
employees who provided assistance were courteous and professional; 650lo "strongly
agreed" or "agreed" that employees have had proper training, and 63%o "strongly
agreed" or o'agreed" that Planning Department employees possess proper knowledge.
The statement that business respondents agreed with the least was "it is easy to get a
hold of someone in the Planning Department" (460/o "strongly agreed" or "agreed").
ETC lnstitute (2016)
@n-T,s 2016 City of Miami Beach Resident and Business Surveys: Final Report
Satisfaction Among Businesses with the City's Building Department
o Sixty-nine percent (69%) of business respondents who had been in contact with the
Building Department during the past 3 years "strongly agreed" or "agreed" that the
employees who provided assistance were courteous and professional; 62Yo "strongly
agreed" or "agreed" that employees have had proper training, and 60Yo "strongly
agreed" or "agreed" that Building Department employees possess proper knowledge.
The statement that business respondents agreed with the least was "[ was served in a
timely manner" (40olo "strongly agreed" or "agreed").
Satisfaction Among Businesses with the City's Fire Department
o Ninety-five percent (95%) of business respondents who had been in contact with the
Fire Department during the past 3 years "strongly agreed" or "agreed" that the
employees have had proper training; 94o/o "strongly agreed" or "agreed" that their
overall experience with the Fire Department was good, and 92%o "strongly agreed" or
"agreed" that Fire Department employees possess proper knowledge. The statement
that business respondents agreed with the least was "it is easy to get a hold of
someone in the Fire Department (85% "strongly agreed" or "agreed").
Q6-2. Level of Agreement With the Followang
Statements Regarding the Fire Department
by prc.ntlgt dbuinrrihd hs. brr h cotrctuilh th. Fir Drnrtrrnt
drtug the pr3 3 yqrr (rxctrrdro -dont lnofl
Fhe thot €mpbys€s hE€ har grogerhaintuU
O,ord exp.rbnce wilh Firo &d. n6 good
Fke thot gIlpbl/los pcess prqerlclovlodgp
Employres uho assasted me uerB courteougprot6sbnd
lnsPectirc by FarB De0t rrB fair
lnspeclb.E by Fire Dept uo coflsasbflt
Fire Oept- b open & htor€st€d h hesring cmcoms,/
issu€s
E6y b g€t a ho5 of sfileorte in lho Fire Dopt-
20%40%60%
DNrutd I
8rl3irrss
ETC lnstitute (2016)
@nrg 2016 City of Miami Beach Resident and Business Surveys: Final Report
How Businesses Feel About the Number of Amenities in the City
o Thirty-seven percent (37%) of business respondents feel there are too many bars and
nightclubs in Miami Beach, while 46%o believe there are too few museums in the
City. Sixty-seven percent (67%) of business respondents feel there is the right
amount of major events in Miami Beach.
Perceived Impact of the Miami Beach Convention Center and Tourism Industry on
Businesses
. Fifty-four percent (54%) of business respondents think the Miami Beach Convention
Center adds to the success of their business, while 72o/o think the tourism industry in
the City adds to the success of their business.
Support for Spending Tax Dollars to Address Rising Sea Levels
. Eighty-nine percent of businesses support spending tax dollars to address rising sea
levels in the City, while 11% oppose the spending.
Perceived Effectiveness of Historic Preservation Efforts in Miami Beach
. Sixty+hree percent (63%) of business respondents think historic preservation efforts
in the City of Miami Beach have been "very effective" or "somewhat effective;" 20Yo
think efforts have been "neither effective nor ineffective," and l7%o of business
respondents think historic preservation efforts in the City have been oosomewhat
ineffective" or "very ineffective."
Q16. Do you think historic prcservation efforts in thc
City of Miami Beach havc bcen:
by plc.norg. of brer.r {dckir6'&lr'r knc,ti'l
Somawhat efirctive
Somcwhet llefirctiv.
12Ar
ETC lnstitute (2016)
@n-T,s 2016 City of Miami Beach Resident and Business Surveys: Final Report
How Operating a Business in Miami Beach Compares to Other Cities
. Thirty-one percent (3lo/o) of business respondents think operating a business in the
City of Miami Beach is'obetter" compared to other cities; 42%obelieve it is "about the
same" and 27o/o think operating a business in Miami Beach is "worse" compared to
other cities.
How Businesses Rate Miami Beach as a Place to do Business
o Twenty-nine percent (29%) of business respondents think the City has "gotten better"
as a place to do business compared to previous years; 48% believe it is o'about the
same" and 23%o feel operating a business in Miami Beach has "gotten worse"
compared to previous years.
How Likely Business Leaders Are to Recommending the City of Miami Beach as a Place to
Run a Business
o Nearly three-fourths (72%) of business respondents would "definitely recommend" or
"probably recommend" the City of Miami Beach as a place to run a business; lToZ
would "probably not recommend" the City, and l17o would "definitely not
recommend" the City of Miami Beach as a place to run a business.
Q31. Likelihood of Recommending the City of
Miami Beach to Others as a Place to Run a Business
by poon0rg: of hllirrrr(oxchr&tg'dont kno/)
Dcfinitcly rlcofimqrd
35%
not recommrnd
I EfC Institutc (2016 - M[a//tti fuch&rrrcrr
ETC lnstitute (2016)
@nrg 2016 City of Miami Beach Resident and Business Surveys: Final Report
How Miami Beach Compares to Other Communities
Overall Satisfaction with Oualitv of Life. Residents of Miami Beach are generally satisfied
with quality of life in the City: 67%o were either "very satisfied" or "satisfied." However,
satisfaction among residents is l0 points below the Florida average (77%) and 8 points below the
national average (7 5%).
Satisfaction with Specific Areas. The City of Miami Beach rated at or above the Florida
averages in 4 of the 12 areas that were assessed on the survey, and rated at or above the national
average in 5 areas. The individual areas where Miami Beach ranked above the Florida average
among other Florida communities are listed below:
o Fire services (+4%)
. City recreation programs (+l%)
o How well the City is planning for the future (+l%)
The individual areas where Miami Beach ranked above the national average among other U.S.
communities are listed below:
o Fire services (+5%)
. City recreation progftlms (+3o/o)
o Codes and ordinances (+2%)
o Stormwater drainage (+l%)
o City's website (+l%)
ETC lnstitute (2016)
@n-T,s 2016 City of Miami Beach Resident and Business Surveys: Final Report
OPPORTUNITIES FOR IMPROVEMENT
In order to help the City identify opportunities for improvement, ETC Institute conducted an
Importance-Satisfaction (I-S) Priorities Analysis. This analysis examined the importance that
residents and businesses placed on each City service and the level of satisfaction with each
service. By identifying services of high importance and low satisfaction, the analysis identified
which services 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-Satisfaction (I-S) ratings. Details
regarding the methodology for the analysis are provided in the Importance-Satisfaction section of
this report.
Based on the results of the Importance-Satisfaction (I-S) Priorities Analysis, ETC Institute
recommends the following:
o Overall Priorities for the Citv - RESIDENTS. This analysis reviewed the importance
of and satisfaction with major categories of City services, and was conducted to help set
the overall priorities for the City. Based on the results of this analysis, the major services
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- S atisfaction rating :
ETC lnstitute (2016)
0Erc 2016 City of Miami Beach Resident and Business Surveys: Final Report
lm portance-Satisfaction Rati ng
City of Miami Beach Resident Survey
llocf [k lmportance-
lmportant lmportant Satirfaaion Satirf;aaion Satirfaction l-SRating
Of SCMcc * Rank !l Rank Rating Ranl
24%
39%
28o/o
20%
2oo/o
3s%
15o/o
18%
27Yo
1BYo
11Yo
7%
14%
6%
12/o
BYo
7ca
18c/o
5%
4Y,
7%
5To
3Yo
12%
3%
3To
'shZYo
2%
2o/o
1%
1%
5
1
3
6
7
2
11
10
4
I
15
19
12
20
13
16
17
I
23
24
18
22
25
14
27
2G
21
29
28
30
31
32
24%
61%
460/o
40Yo
41%
66%
38%
51%
69%
69%
47olo
24Yo
66%
27Yo
64%
54To
57olo
84%
52%
58%
Tt%
72%
64Yo
92Yo
63Yo
7$Yo
850h
66%
76To
79Yo
Tfolo
74o/o
31
r9
26
28
27
14
29
24
12
11
25
32
t5
30
17
22
21
3
23
20
5I
16
1
18
10
2
13
7
4
6I
0.1E32
0.1517
0.1496
0.1188
0.1156
0.1112
0.0955
0.0858
0.0E37
0.0558
0.0557
0.0494
0.0476
0.0445
0.0443
0.0386
0.0297
0.0283
0-0226
0.0160
0.0152
0.0137
0.0119
0.0097
0.0093
0.0090
0.0077
0.0068
0.005E
0.0036
0.0023
0.0021
the job City is doing to address hornelessness
Cleanliness of streets in your neigttorhood
Efiorts lo manage slormwaler drainageJfloodirp
Cleanli ness of canaHwataways
Perfonnance in addressirp needs of residenls
Otnlity of Potce seMces
t{dium Prbriry 0S <1O)
Condltm of sidewafi<s
Cleanlness a{ sffeets in bminesdconmercial areas
O€ra[ qlality of the beaches
Avaihbility of Police in your neigtborhood
Cleartlp of ltler/debris on private prop€O
Clearfi nes9rnair{enance of prDlic beach restrosrs
Garba geJtrash cotecli on
Clean[ness ard nairfienarce of pr.blc reSoorrs
A@uacy of street lghtirB in rcrgtborhood
Otality of ctslmnr service prwrded by the City
Mair(enance of rights of way alorp City stre€ts
Quality of Ernergerrcy Medical Services
City meeting expeclators wlth servrces pronded
How easf rt is to get info abouil City servrces
Emergency/Hunicane Preparedness efiorts
Quality of City recreation prograns
Variety dCrty recreation pr€rams
Quality of Fire seMces
Cleanlinesdrnaintenance of pnblic gBragEs
Quality of City recrealronal facilites
Ocean RescuelLfegurdBeach Patrol services
funour( of City recreatron prograrns
Appeararrce of playgrounds
Appeararrce/nuinlenance of City's pr.blic buldrrqs
Conditron of Crty athletrc fields
Appeararrce of City pools
7
I
I
10
11
12
13
11
15
16
1l
18
10
20
21a
23
24
25
2G
2T
ZA
29
30
31
ETC lnstitute (2016)xxi
ffiFrc 2016 City of Miami Beach Resident and Business Surveys: Final Report
Overall Priorities for the Citv - BUSINESSES. This analysis reviewed the importance
of and satisfaction with major categories of City services, and was conducted to help set
the overall priorities for the City. Based on the results of this analysis, the major services
that are recommended by businesses 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- S atisfaction rating :
The job the City is doing to address homelessness
Condition of City roads in Miami Beach
Cleanliness of streets near business
City's efforts to manage stormwater
tlo
tTrN
s,s
fi
(n
&"i,,,,,'
lm portance-Satisfaction Rati n g
City of Miami Beaeh Business Survey
llo8f lloet lmportance-
lmportant lmportant Satisfaction Satisfaction Sati:faction l-SRating
of Scrvice 'a Rank f Rank Rating Rank
Hijth Pturiry(s 1L20)
Thei$ Gity is cloirB to address hornehssness
Condition of City roads in Miami Beach
Cleanlness d streets near your business
Crty's efiorts to rnanage slorrnrvater
Police servrces
Conditon of sidewalks (feur or no cracks)
Cleanli ness of canals/waterways
Cleanlness of streets in business/conrnercial areas
City efiotts to keep businesses informed
Overali quality of the beaches
Garbagdtrash collecti on
&erall quality of custorner seMce
Emergerrcy medical seMces
Fire servrces
Landscape mainlenance in nghl of way
Mair{enance of parks
City's ernergerry/humcane preparedness
Ocean rescudlifeguardbeach patrol
AppearanceJmainlenance of City's pr.blic bldgs
30o/o
28o/o
u%
24o/o
47%
16Yo
12Yo
2$o/o
14o/o
22%
'l3Yo
12o/o
33%
25Yo
60/o
8%
7%
5%
3%
s5%
51o/o
68%
ilYo
79/o
62%
57Yo
7SYo
6s%
82%
71%
71o/o
91Yo
9s%
80%
87Yo
88%
90%
87%
0.1944
0.1392
0,1101
0.1099
0.0995
0.0593
0.0499
0.0495
0.0476
0.0394
0.0368
0.0345
0.0293
0.0123
0.0114
0.0107
0.0088
0.0049
0.0035
4
5
2
7
19
18
13
17
1
10
14
I
11
I
12
13
3
6
17
15
16
18
19
I
15
16
10
14
7
12
11
2
1
I
5
4
3
6
5
6
7II
10
11
12
13
11
l5
10
17
18
19
ETC lnstitute (2016)
MIAMIBEACH City of Miami Beach 2016 Business Survey
-.
Please take few minutes to complete this important survey. Your input will help the City of Miami Beach
t serve the needs of businesses better. When you are finished, please return your completed survey in the
postage-paid envelope provided. You may also complete the survey online at wvvw.MBSurvev.orq.
Thank You!
1. SATISFACTION WITH CITY 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.
01.Cleanliness of streets near your business 4 3 2 1 9
02.Cleanliness of streets in businesslcommercial areas 4 3 2 1 I
03.Cleanl iness of canals/waterways 4 3 2 1 I
04.Condition of sidewalks ffew or no cracks)4 3 2 1 I
05.Appearance and maintenance of the City's public buildinqs 4 3 2 1 I
06.Overall quality of the beaches (c/eanlrness &water quality)4 3 2 1 I
07.Mai nten a nce of pa rks (e. g. cle an lin ess, I andscape m ai nte n an ce)4 3 2 1 I
08.Landscape maintenance in right of way of city streets/public areas 4 3 2 1 I
09.Garbaqe/trash collection 4 3 2 1 9
10.The iob the Citv is doinq to address homelessness 4 3 2 1 I
11 Police services 4 3 2 1 I
12.Emergency medical services 4 3 2 1 I
I3.Fire services 4 3 2 1 I
'14.Ocean rescue/lifeg uard/beach patrol services 4 3 2 1 I
15.City's emerqency/hurricane preparedness efforts 4 3 2 1 I
16.City's efforts to manaqe stormwater drainaqe and floodinq 4 3 2 1 I
17.Condition of City roads in Miami Beach (sfreet repair maintenance
and smoofhness)4 3 2 1 9
18.Overall quality of customer service orovided bv the citv 4 3 2 1 I
19.City efforts to keep businesses informed 4 3 2 1 I
4.
o
2. Which FIVE of the city services listed above do you think are most important for the City to
provide? [Write-in your answers below using the numbers from the list in Question 1.]
1st:_ 2nd:_ 3rd:_ 4th:_ Sth:_
3. During the past 12 months, how many times has your establishment been inspected? (e.9. for
sife p/ans, license, solicitation, signage, sanitation, property maintenance, zoning, noise, etc.)
times /fyou have not been inspected, skip to Question 4.1
3-2. How satisfied are you with the consistency and fairness of City inspections?
_(5) Very satisfied _(3) Neither satisfied nor dissatisfied _(1) Very dissatisfied
_(4) Satisfied _(2) Dissatisfied _(9) Don't know
PLANNING DEPARTMENT. During the past 3 years, how many times have you contacted or had
any direct experience with the Miami Beach Planning Department?
times flfyou have not been inspected, skip to Question 5.1
02016 ETC lnstitute Page 1
4-2. Please rate your agreement with the following statements using a scale of 1 to 5, where 5
means "Strongly Agree" and 1 means "Strongly Disagree" based on your experience
interacting with the Planning Department over the past three years.
1.
It was easy to get a hold of someone who could help you in the
Plannino Deoartment 5 4 3 2 I o
2.The emolovees who assisted me were courteous and orofessional 5 4 3 2 1 I
3.Plannino Deoartment emolovees have had the orooer trainino 5 4 3 2 1 I
4.Planning Department employees possess the proper knowledge 5 4 3 2 1 I
5.
The overall experience I had with the City Planning Department
was qood 5 4 3 2 1 o
6.
The inspections by the Planning Department are consistent from
one insoection to the next 5 4 3 2 1 I
7.The inspections by the Planning Department are fair 5 4 3 2 1 I
8,
The Planning Department is open and interested in hearing the
concems or issues of businesses 5 4 3 2 1 I
5. BUILDING DEPARTMENT. During the past 3 years how many times have you contacted or had
any direct experience with the Miami Beach Building Department?
times [f you have not been inspected, skip fo Question 6.J
5-2. Please rate your agreement with the following statements using a scale of 1 to 5, where 5
means "Strongly Agree" and 1 means "Strongly Disagree" based on your experience
interacting with the Building Department over the past three years.
01.It was easy to get a hold of someone who could help you in the
Buildino Deoartment 5 4 3 2 1 I
42.I was served in a timelv manner 5 4 3 2 1 I
03.I am satisfied with the level of service I received during my last
permit application process with the Building Department 5 4 3 2 1 I
04.The employees who assisted me were courteous and professional 5 4 3 2 1 9
05.Buildinq Deoartment emolovees have had the oroper traininq 5 4 3 2 1 I
06.Buildino Deoartment emolovees Dossess the orooer knowledoe 5 4 3 2 1 I
07.The overallexperience I had with the City Building Department
was qood 5 4 3 2 1 I
08.The inspections by the Building Department are consistent from
one inspection to the next 5 4 3 2 1 I
09.The inspections by the Buildinq Department are fair 5 4 3 2 1 I
10.
The Building Department is open and interested in hearing the
concems or issues of businesses
5 4 3 2 1 I
6. FIRE DEPARTMENT. During the past 3 years how many times have you contacted or had any
direct experience with the Miami Beach Fire Department?
times flfyou have not been inspected, skip to Question 7.]
02016 ETC lnstitute Page 2
6-2.Please rate your agreement with the following statements using a scale of 1 to 5, where 5
means "Strongly Agree" and 1 means "Strongly Disagree" based on your experience
interacting with the Fire Department over the past three years.
1.
It was easy to get a hold of someone who could help you in the Fire
Department 5 4 3 2 1 I
2.The employees who assisted me were courteous and professional 5 4 3 2 1 I
3.Fire Department employees have had the proper traininq 5 4 3 2 1 9
4.Fire Department employees possess the proper knowledqe 5 4 3 2 1 I
5.The overall experience I had with the City Fire Department was good 5 4 3 2 1 I
6.
The inspections by the Fire Department are consistent from one
inspection to the next 5 4 3 2 1 I
7.The inspections by the Fire Department are fair 5 4 3 2 1 I
8.
The Fire Department is open and interested in hearing the concems
or issues of businesses 5 4 3 2 1 I
7. CULTURE AND TOURISM NEEDS. Please indicate how you feel about the number of following
amenities in the City of Miami Beach by circling the corresponding number below.
1.Museums 5 4 3 2 1 I
2.
Cultural activities (such as arf shows, film festlvals, musicals, and
live peiormances)5 i 3 2 I I
B.
Family friendly activities (such as movies in the pafu, music in the
park, etc.)5 4 3 2 1 9
4.Major events (such as boat/homelauto shows, 4th of July
celebrations, exposrfions, food and wine festivals, etc.)
5 4 3 2 1 I
5.Restaurants 5 4 3 2 1 I
6.Bans and niqhtclubs 5 4 3 2 1 I
Do you think the Miami Beach Convention Center adds to the success of your business?
-(1)Yes -(2)
No
-(9)
Don't know
Do you think the tourism industry in Miami Beach adds to the success of your business?
_(1)Yes _(2) No _(9) Don't know
FEELING OF SAFETY. Please rate how safe you and your employees feel in the following areas
of Miami Beach using a scale of 1 to 5, where 5 means "Very Safe" and 1 means "Very Unsafe."
1o 1.STREET LIGHTING. Do you think the amount of street lighting near your business is:
_(1) Too much/too bright _(2) About right
8.
9.
10.
ln and around your place of business durino the davtime?
ln and around your place of business during the
02016 ETC lnstitute
_(3) Too little/too dark _(9) Don't know
Page 3
12. PERCEPTIONS OF THE CITY. 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."
1
Value you receive for the City taxes your business
0avs 5 4 3 2 1 o
2.
The overall quality of services provided by the City of
MiamiBeach 5 4 3 2 1 I
3.
The City meeting your expectations with the services
provided 5 4 3 2 1 I
4.City efforts to be a nqreenn or sustainable city 5 4 3 2 1 I
5.Stormwater Drainaqe 5 4 3 2 1 o
6.City requlation of residential develooment 5 4 3 2 1 I
7.City requlation of commercial development 5 4 3 2 1 I
13. Please rate your agreement with the following statements using a scale of 1 to 5, where 5 means
"Strongly Agree" and 1 means "Strongly Disagree."
1.Sustainability and Resiliency are important to my business 5 4 3 2 1 I
2.I am informed about local climate chanqe issues 5 4 3 2 1 I
3.I have observed coastal water level increases 5 4 3 2 1 I
4.I have observed increased floodinq 5 4 3 2 1 I
5.I have observed increase water temperatures 5 4 3 2 1 9
6.I have taken steos to make my business more enerov efficient 5 4 3 2 1 I
7.I have taken steps to make my business more water efficient 5 4 3 2 1 I
14. CODE ENFORCEMENT. Do you think the Ievel of code enforcement and ordinance established
by the Gity of Miami Beach near your business is:
_(1)Too much/too restrictive _(2) About right _(3)Too little/not restrictive enough _(9) Don't know
15. Do you support or oppose the City of Miami Beach spending tax dollars to address rising sea
levels?
_(1)Support _(2) Oppose _(9) Don't know
16. Do you think historic preservation efforts in the Gity of Miami Beach have been:
_(5) Very effective _(3) Neither effective nor ineffective _(1) Very ineffective
_(4) Somewhat effective _(2\ Somewhat ineffective _(9) Don't know
17. PUBLIC TRANSIT. Over the past 12 months, how would you rate the overal! effectiveness of the
public transit system that serves the City of Miami Beach?
_(4)Excellent _(3)Good _(2)Fan _(1)Poor _(9)Don't know
18. Over the past 12 months, how would you rate effectiveness of the public transit in bringing
employees to your business?
_(4) Excellent _(3)Good _(2) Fair _(1) Poor _(9) Don't know
19. Which of the following has your business done to provide additional transit options ,o, ,orl
employees? (Check allthat apply.)
_(1) Provide free or subsidized parking spots _(3) Coordinate carpool(s) _(5) None at this time
_(2) Encourage public transit use _(4) Other:
02016 ETC lnstitute Page 4
20. Which of the following best describe the availability of public and private parking for your
customers?
-(1)
There are almost always parking places nearby _(4) There are almost never parking places nearby
_(2) There are often parking spaces nearby _(9) Don't know
_(3) There are seldom parking places nearby
21. COMMUNICATION. Which source do you utilize to obtain information about city government,
issues, and events? (Check allthat apply.)
_(1) MB Magazine _(7) Radio (1670am)
-(2)
MBTV (Cdy's TV Govemment channel) _(8) Forums/workshops/meetings
_(3)Twitter
_(4) Facebook
_(9) City's E-Gov app
_(10) Other news media:
o
24.
_(5) City Website (vtw.miamineachll,W) _(11) HOA's or other civic groups:
_(6) City e-mail news
22. How useful is the information that the City of Miami Beach sends to you about city programs,
activities, policies and events?
_(1) Very useful _(2) Somewhat useful _(3) Not useful at all _(9) Don't know
23. POLICE COMMUNICATION. ln the past 6 months please indicate if you have accessed any of the
Police Department's socia! media platforms:
-(1)Twitter
_(2)Facebook _(3)Havenotaccessed [SkiptoQuestion24.]
23-2. How useful is the information the City of Miami Beach Police Department's social media
platform(s) provide?
_(1) Very useful _(2) Somewhat useful _(3) Not useful at all _(9) Don't know
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."
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?
times flf more than'0'fimes, ansuyer Question 252.1
25-2. What was the reason for your most recent contact?
_(1) Pay a bill _(4) Pull a building permiUplan review _(7) Other:
_(2) Visit an elected official _(5)Aftend a program/event _(8) Don't remember
_(3) Research an issue _(6) File a complaint
1.MB Maqazine 5 4 3 2 1 9
2.MBTV (Crfils sovemment dtmnel)5 4 3 2 I I
3.Social Media engagement (Twitter, Facebook)5 4 3 2 1 I
4.Website 5 4 3 2 1 I
5.E-mailnews 5 4 3 2 1 I
b.E-Gov app 5 4 3 2 1 I
02016 ETC lnstitute Page 5
26. CITY INTERACTION WITH RESIDENTS. Please rate your agreement with the following
statements using a scale of 1 to 5, where 5 means "Strongly Agree" and 1 means "Strongly Disagree,"
The city of Miami Beach govemment is open and interested in
the concems or issues of residents
a hold of someone at the Cifu who can
During my most recent contact with the City, I found the process to
and easy to understand
During my most recent contact with the City, the requests made by
business were orocessed in a timelv manner
During my most recent contact with the City, overall I was satisfied
with the experience I had contactinq the
based on most recent interaction with
27.How satisfied are
officials?
_(5) Very satisfied
_(4)Satisfied
What is the primary
_(3) Neutral
_(2) Dissatisfied
you with the overall quality of Ieadership provided by the City's elected
_(1) Very dissatisfied
_(9) Don't know
28.reason your business originally decided to locate in Miami Beach?
29. Compared to all you know or have heard about operating a business in other cities, how woul
you rate Miami Beach as a place to run a business?
_(1) Better _(2) About the Same _(3) Wonse _(9) Don't Know
30. Gompared to previous years, how you would currently rate the City of Miami Beach as a place to
do business?
_(1) Gotten Befter _(2) About the Same _(3) Gotten Worse _(9) Don't Know
31. 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 [Answer Question 31-2.] _(3) Probably not recommend _(9) Don't know
_(2]'Probably recommend [Answer Question 31-2.] _(4) Definitely not recommend
31-2. Why would you recommend other businesses to open an office in Miami Beach?
32. What do you think will be the most important challenge for your business in Miami Beach over
the next several years?
33. What is ONE thing the Gity of Miami Beach could do to help your business succeed?
@2016 ETC lnstitute Page 6
d1 Are you an owner or manager at your business?
_(1) Yes _(\ No [What is your role?
D2. How long has your business been in the City of Miami Beach? _ years
D3. Approximately how many full-time employees does your business currently have?
employees
D4. Approximately how many part-time employees does your business currently have?
employees
D5.onaverage,whatistheannualgrosssa!es/revenueofyourbusiness?$-peryear
D6. How many locations do you have inside the Gity of Miami Beach? locations
D7. How many locations do you have outside the City of Miami Beach? locations
D8. What type of business is your establishment?
DEMOGRAPHICS
_(01) Manufacturing
_(02) Finance/insurance
_(07) Health care/medical/social services
_(08) Transportation/warehousing
-(03)
Administrative and support services _(09) Professional, scientific/technical services
_(04) Wholesaler/distributor
_(05) Retailtrade
_(10) Realestate and rentaland leasing
_(99)Other:
O
-(06)Accommodation
and food services
apur responses will remain Completely
lonrroenrrar. Tne rnrormauon pnnreo Io me ngnt
will ONLY be used to help identify which areas
of the City are having problems with city
services. lf your address is not correct, please
provide the conect information. Thank you.
02016 ETC lnstitute
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
Pagel
MIAMIBEACH City of Miami Beach 2016 Resident Survey
-flease
have the adult (age 18 or older) in your household, who most recently had a birthday, complete this
lurvey. lf this person is not able to complete the survey, please have another member of the household
complete the 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 finished, please return your completed survey in the
postage-paid envelope provided. You may also complete the survey online atwww.miamibeachsuruev.orq.
1. SATISFACTION WITH CITY SERVICES. City services provided by the City of Miami Beach are
listed below. Please rate each service bv circlinq the number that to
01.Cleanliness of 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 canals/watenrays 4 3 2 1 o
04.Cleanliness and maintenance of oublic oaraqes 4 3 2 1 I
05.Cleanliness and maintenance of public restrooms 4 3 2 1 I
06.Cleanliness and maintenance of public beach restrooms 4 3 2 I I
07.Condition of sidewalks (few or no cracks)4 3 2 1 I
08.Adequacy of street liqhtinq in your neiqhborhood kufficient. functionina liqhtsl 4 3 2 1 I
09.Appearance and maintenance of the City's public buildings 4 3 2 1 I
10.Overall quality of the beaches /c/eanlrhess & water aualitv)4 3 2 I I
11 Quality of CiW recreation proqrams 4 3 2 1 9
12.Amount of City recreation proqrams 4 3 2 1 9
It3.Variety of City recreation proqrams 4 3 2 1 I
14.Quality of Citv recrcational facilities 4 3 2 1 I
15.Appearance of playqrounds 4 3 2 1 I
16.Maintenance of riqhts of way alonq Citv streetsioublic areas 4 3 2 1 I
17.Garbaqe/kash collection 4 3 2 1 I
18.The iob he Citv is doinq to address homelessness 4 3 2 1 g
19.Appearance of City pools 4 3 2 I I
20.Condition of Crty athletic fields 4 3 2 1 I
21.How easy it is to get information about City services 4 3 2 1 I
22.Quality of Police services 4 3 2 1 9
23.Availability of Police in your neighborhood 4 3 2 1 I
24.Quality of Ememency Medical Services 4 3 2 1 I
25.Quality of Fire services 4 3 2 1 I
26.Quality of Ocean Rescue/Lifeguad/Beach Patrol services 4 3 2 I I
27.Quality of City's Emergency/Hurricane Preparedness efforts 4 3 2 1 I
28.Enforcement of codes & ordinances related to the clean-up of litter and debris
on private property 4 3 2 1 I
29.City's efforts to manaqe stormwater drainaoe and floodino 4 3 2 I 9
30.City's performance in ddressing the needs of residents, noise, and
disturbances durinq events that attract lame crowds to Miami Beach 4 3 2 I I
31.Overall quality of customer service provided by the City 4 3 2 1 o
32.City meeting your expectations with the services provided 4 3 2 1 I
2. Which FIVE of the City services listed in Question 1 do you think are most important for the City
to provide? [Write-in your answers below using the numbers from the list in Question 1.]
@2016 ETC lnstitute Page 1
CULTURE AND TOURISM USAGE. Please indicate how often you use or visit the following areas
or facilities in the Gitv of Miami Beach bv circlinq the correspondinq number below:
Places in Miami Beach
01.Ocean Drive 5 4 3 2 1 I
02.Lincoln Road 5 4 3 2 1 I
03.Washinqton Avenue 5 4 3 2 I I
04.71st Street 5 4 3 2 1 I
05.41st Skeet 5 4 3 2 1 I
06.Collins Avenue 5 4 3 2 1 I
07.Ocean Tenace 5 4 3 2 1 9
08.South of 5th Street 5 4 3 2 1 o
09.Sunset Harbor 5 4 3 2 1 I
10.Collins between 72nd -75th 5 4 3 2 1 o
11.Alton Road between 6th - 17th 5 4 3 2 1 I
Facilities in Miami Beach
12.The Bass Museum ofArt 5 4 3 2 1 I
13.Bvron Carlye Theater 5 4 3 2 1 I
14.The Fillmore at the Jackie Gleason Theater 5 4 3 2 1 I
15.The Colonv Theater 5 4 3 2 1 I
16.The MiamiBeach Convention Center 5 4 3 2 1 I
17.North Shore Band Shell 5 4 3 2 1 9
4.Please indicate how vou fee! about the number ofCULTURE AND TOURISM NEEDS.
amenities in the Citv of Miami Beach
FEELING OF SAFETY. Please rate how safe you feel in the following areas of Miami Beach using
Cultural activities (e.9. arf shows, film festivals, musicals, and
Family friendly activities (e.9. movies in the park, music in the
Major events (e.9. boathome/atio shows, 4th of July
celebrations, exposrfrbns, food and wine festivals, etc.
a scale of 1 to 5, where 5 means "Very Safe" and 1 means "Very Unsa fe.
1 ln vour neiohborhood durino the dav?5 4 3 2 1 I
2.ln your neiqhborfiood durinq ffie eveninq/niqht?5 4 3 2 1 9
3.
ln business/commercial areas of the City during the
eveninq/niqht?5 4 3 2 1 I
4.ln City parks that cunently have Park Rangers during park
hours /Flaminqo, N. Shore Open Space, S. Shore Park)5 4 3 2 1 I
5.ln entertainment areas 5 4 3 2 1 I
6,Durino soecial events 5 4 3 2 1 I
02016 ETC lnstitute Page 2
6. Please rate your agreement with the following statements using a scale of 1 to 5, where 5 means
tl " and 1 means lvD
7. PERCEPTIONS OF THE CITY. Please rate your satisfaction with each of the following using a
I am satisfied with the amount of tree
I would like to see more trees in
Recycling, yard waste, and other waste diversion programs
have reduced the amount of qarbage I place in my trash can
I am informed about local climate chanqe issues
I have observed coastal water level increases
I have observed increased weather
I have taken steos to make my house more enerqv efficient
I have taken steos to make mv house more water efficient
My household is prepared with food, water, and othersupplies
for an emergency, such as a natural disaster
I know where to qet information
Its easy to obtain permits for sustainable construction
(mateials, renewable enery, enery & water effrciency) in my
scale of 1 to 5, where 5 means "Very Satisfied" and 1 means Dissatisfied.
01.Overall image of the City 5 4 3 2 1 I
02.City efforF to plan forqrowth 5 4 3 2 1 I
03.City regulation of residential development 5 4 3 2 1 o
04.City requlation of commercial development 5 4 3 2 1 I
05.City efforts to orepare for the future 5 4 3 2 1 I
06.City effo6 to oreoare fordisasters 5 4 3 2 1 I
07.City efforts to prevent crime 5 4 3 2 1 I
08.MiamiBeach trollev 5 4 3 2 1 I
09.Storm Drainaqe improvements 5 4 3 2 1 I
10.Value you receive forthe City taxes you pay 5 4 3 2 1 I
11.Quality of local schools within Miami Beach 5 4 3 2 1 I
12.Quality of life within fie Citv of Miami Beach 5 4 3 2 1 I
13.The Citv of Miami Beach as a olace to live 5 4 3 2 1 I
14.
Capital improvement projects that have recently
been completed by the City of Miami Beach (e.9.
Sunsef Harfor Garage, ,0fh Sf. sufiace pafuing lot,
Washin$on Ave., andthe Center Neighborhoods
RrMfs of Wavnrciect)
5 4 3 2 1 I
15.City efforts to be a nqreen" or sustainable city 5 4 3 2 1 I
16.Availabilitv of oreen soace near vour home 5 4 3 2 1 9
17.Availability of recyclinq in public places 5 4 3 2 1 I
18.
Professionalism of City employees who respond to
emeruencies 5 4 3 2 1 I
7-2. lf you are dissatisfied with LOCAL SCHOOLS (Quesfion 7, #11), why are you dissatisfied?
02016 ETC lnstitute Page 3
7-3. lf you are dissatisfied with MIAMI BEACH TROLLEY (Question 7,#8), please indicate
which factors you are dissatisfied with. (Check allthat apply.)
_(1) Stop Amenities (bus bench, shelter, signage, trash receptacle, etc.) _(4) Maintenance
_(2) Reliability
_(3)Cleanliness
_(5) Customer Service
_(6)Other:
8. 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
_(4) Roadways pavement improvements
_(7) Stormwater and drainage improvements
_(8) Waterway dredging
9. Do you support or oppose the Gity of Miami Beach spending tax dollars to address rising sea
levels? _(1) Support _(2) Oppose _(9) Don't know
10. CODE ENFORCEMENT. Do you think the level of code enforcement and ordinance established
by the City of Miami Beach in your neighborhood is:
_(1) Too much/too restrictive [Answer Question 10-2.] _(3) Too little/not restrictive enough [Answer Question 10-2.]
_(2) About right _(9) Don't know
1O-2. lf you think the level of code enforcement is "Too much" or "Too liftle", why do you feel
that way?
11. Do you think the amount of noise in your neighborhood is:
_(1) Way too much _(3) Acceptable/not a problem lSkip to Question 12.]
_(2) A bit too much _(9) Don't know [Skip to Question 12.]
11-2. Why do you feel that the amount of noise in your neighborhood is too much?
12. Can you think of any locations in Miami Beach that need improvements related to litter clean-up,
graffiti remova!, better code enforcement, homelessness, or anything else? lf so, please write
the location and the improvement that is needed for up to three locations in the spaces below.
Location 1 and Reason:
Location 2 and Reason:
Location 3 and Reason:
13. Do you think historic preservation efforts in the Gity of Miami Beach have been:
-(1)
Very effective
-(3)
Neither effective nor ineffective
-(5)
Very ineffective
_(2) Somewhat effective _(4) Somewhat ineffective _(9) Don't know
14. TRANSPORTATION. Which of the following is your PRIMARY mode of transportation in Miami
Beach?
_(1)Car/Automobile _(3) Biking _(5)Motorcycle/scooter
_(2) Walking _(4) Public transportation _(6) Other:
15. Do you think the availability of parking in the City of Miami Beach is:
_(1)Too little _(2) About right _(3)Too much _(9) Don't know
16. How would you rate traffic flow in the Gity of Miami Beach?
_(1) Excellent _(2) Good _(3) Fair
-(4)
Poor
-(9)
Don't know
02016 ETC lnstitute Page 4
17.Which of the following types of transportation would you consider using as an alternative to
taking a car? (Check allthat apply.)
_(1) Local bus circulators _(3) Express bus to mainland _(5) Light Rail/Modern Street Car
-(9)
Don't know
_(2) Trolley car _(4) Bicycles
-(6)Other:17-2. Does anyone in your household regularly ride a bicycle?
-(1)Yes -(2)
No
17-3. Rate the level of bicycle safety in the City of Miami Beach:
-(1)
Very Safe
-(2)
Safe
-(3)
Unsafe
-(4)
Very Unsafe
-(9)
Don't know
How would you describe the availability of bicycle paths/lanes throughout the City of Miami
Beach? Would you say:
_(1) There are too many _(2) The number is about right _(3) There are too few _(9) Don't know
Please check each item you would be willing to support the development of with regard to the
City significantly reducing the number of on-street parking spaces on main streets in Miami
Beach.
_(1) Bike lanes _(4)Wider sidewalks _(7) Rapid transit or express train
_(2) Bus lanes _(5) More shade trees/landscaping
-(8)
None of these
_(3) Trolley cars _(6) More lanes for vehicle (cars)
-(9)
Don't know
COMMUNICATION. Which source do you normally utilize to obtain information about City
government, issues, and events? (Check allthat apply.)
_(01) MB Magazine _(07) Radio (1670am)
_(02) MBTV (C,fy's TV Govemment channel)
-(08)
Forums/workshops/meetings
18.
19.
_(03)Twitter
_(04) Facebook
_(09) City's E-Gov app
_(10) Other news media:
21.
_(05) City Website (ww.mianiOeacnf!,W) _(11) Via HOA's or other civic groups:
_(06) City e-mail news
How useful is the information that the City of Miami Beach sends to you about City programs,
activities, policies and events?
_(1) Very useful _(2) Somewhat useful
-(3)
Not useful at all
-(9)
Don't know
POLICE COMMUNICATION. !n the past 6 months please indicate if you have accessed any of the
Police Department's following socia! media platforms.
_(1) Twitter _(2')Facebook _(3) Have notaccessed [SkiptoQuestion23,]
22-2. How useful is the information provided by the City of Miami Beach Police Department's
socia! media platforms?
_(1) Very useful _(2) Somewhat useful _(3) Not useful at all _(9) Don't know
Please rate your satisfaction with each of the following using a scale of 1 to 5, where 5 means
22.
23.
Satisfied" and 1 means Dissatisfied."
02016 ETC lnstitute Page 5
24.CUSTOMER SERVICE. During the last 12 months, how many
contacted (either by phone, in-person, or electronically) the City
with a question, service request or complaint?
times flf more than'0" times, answer Question 24-2.1
24-2. What was the reason for your most recent contact?
times have you personally
of Miami Beach government
25.
_(1) Pay a bill _(4) Pulla building permiUplan review _(7)Other:
_(2) Visit an elected official _(5) Attend a program/event _(8) Don't remember
_(3) Research an issue _(6) File a complaint
lf you needed to contact the City, which of the following methods would you likely use first?
_(1)Phone
_(2\ Send e-mail
_(4)Attend a community meeting
_(5)Socialmedia
_(7)Other:
_(9) Don't know
_(3) Contact a commissioner _(6) Visit City Hallor a department office
Please rate your agreement with the following statements using a scale of 1 to 5, where 5 means
"Strongly Agree" and 1 means "Strongly Disagree," based on your most recent interaction with
The City of Miami Beach govemment is open and interested in
the concems or issues of residents
a hold of someone at the Citv who can
have not interacted with se/ecf "Don't Know".
27. How satisfied are you with the overall quality of leadership provided by the City's elected
officials?
_(5) Very satisfied
_(4)Satisfied
_(3)Neutral
_(2) Dissatisfied
_(1) Very dissatisfied
_(9) Don't know
29.
Which of the following best describes the way the tourism industry in Miami Beach affects the
quality of life in the City?
-(1)
Adds to the quality of life in the City _(3) Detracts from the quality of life in the City
_(2) Neither adds nor detracts from the quality of life in the City _(9) Don't know
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 [Answer Question 29-2.] _(3) Probably not recommend _(9) Don't know
_(2) Probably recommend [Answer Quxtion 29-2.] _(4) Definitely not recommend
29-2. Why would you recommend your friends or family to move to Miami Beach?
30. What changes would you like to see in Miami Beach that would make the City a better place for
you and your family to !ive, work, play, or visit?
O2016 ETC lnstitute Page 6
DEMOGRAPHICS
^D1. Are you of Hispanic origin? _(1)Yes _(2) No
qr.
tn which country were you born?
D3. Which of the following best describes your race?
_(1)African American/Black _(3) Asian, Hawaiian/Other Pacific lslander
-(5)
Other:
_(2\American lndian orAlaska Native _(4) White
D4. ln what type of residence do you live?
_(1) Single family home _(3) Multi-family complex
_(2) Townhome or Condominium _(4) Other:
D5. Do you own or rent your current residence? _(1)Own _(2)Rent
D6. Approximately how many years have you lived in the City of Miami Beach?
-
years
D7. What is your age? _ years
D8. 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
-(4)
$100,000 to $149,999
D9. What is the primary language spoken in your home?
O
-(1)Spanish -(2)
English
-(3)other:Dl0. Do you have children in public school (grades K-l2)? _(1) Yes [Answer Question 10-2.]
-(2)
No
D10-2. What level of public school does your child/children attend? (Check allthat apply.)
_(1) Elementary _Q) Middle school
-(3)
High school
-(9)
Don't know
D11. Which of the following BEST describes your household?
_(1) Single, live alone, single live with roommate or partner _(5) Manied with children
_(2) Single live with domestic partner no children _(6) Divorced or separated no children
_(3) Single live with domestic partner and children _(7) Divorced or separated with children
_(4) Manied no children
-(8)
Prefer not to provide
D12. On average, how many months per year do you live in Miami Beach? months
D13. 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
O.r, responses will remain Completely
Confidential. The information printed to the right
will ONLY be used to help identify which areas
of the City are having problems with City
services. lf your address is not correct, please
provide the conect information. Thank you!
02016 ETC lnstitute PageT
a Convention Center Renovation and Expansion (Attachment E)U
o
o
MIAMIBEACH
O ciryof MiamiBoach, lToo Convention Center Drive, Miami Beach, Florida 33139, www.miamibeachfl.gov
Project Name:
Convention Center Renovation and Expansion Project
Project Summary: Please see separate Attachment E
lncluded you will find the following:
Miami Beach Convention Center Renovation & Expansion Project:
Section 1 - Project Organization Chart
Section 2 - Project Development Schedule
Section 3 - Clark Construction Group GMP Amendment Approval. Commission Memorandum - October 21,2015
Section 4 - General Project Presentation
Section 5 - Letters to Commission MBCC Project Construction Updates
Estimated Cost:
o Miami Beach Convention Center: $619.9M
Timelines:
o Miami Beach Convention Center: Completion in August 2018o Convention Center P-Lot Park - Summer 2019
Housing & Communitv Services
o
MIAMIBEACH
O Ci[ of Miomi Beoch, I 700 Convention Center Drive, Miomi Beoch, Florido 33139, www.miomibeochfl.gov
Project Name:
Homelessness in Miami Beach and Miami-Dade Countv
Project Summary:
Here are the annual homeless census results for Miami Beach and Miami-Dade County
since 2010:
Census Year Citv of Miami Beach Miami-Dade Countv
2010 L49 3879
207\L77 3777
2072 L73 3976
2073 138 3802
2074 t22 4156
2075 193 4L52
2016 156 4235
20t7 133 3847
Estimated Cost:
N/A
Timelines:
The census is taken bi-annually with the official count taken in January each year.
MIAMIBEACH
OFFICE OF THE CIry MANAGER
NO LTC #
387-20^7
TO:
FROM:
DATE:
SUBJECT:
The purpose of this Letter to Commission is to provide additional information and clarification
regarding an article published July 10, 2017 by the Miami New Times regarding the City's walk-
in center for homeless persons,
The article, quoting two members of the City's Committee on the Homeless as sources, claims
that the City's llomeless walk-in center is "randomly closed during business hours" and alleges
that the City's outreach staff is "rude or dismissive." The article went on to quote three people
who identified themselves as homeless who criticized the City for requiring them to "prove'their
homelessness and took longer than 30 minutes to process their request for help. We will
address each of these statements below.
The City, which operates the only municipal walk-in center seruing the homeless in Miami-
Dade County, is open Monday through Friday, 7:30am - 12pm and 1pm - 3:30pm. Our walk-in
center provides a variety of services in addition to shelter placement including:. Care coordination (coordinated case management services held Thursdays)o Employment services (offered Monday through Thursday)o ldentiflcation document replacement (offered daily)o Relocation services (with validated consent from the receiving party offered Mondays
and Wednesdays). Support group meetings for those transitioning from the streets (offered Tuesday through
Friday)o Access Florida services (including LifeLink and SNAP benefits offered daily). Legal services from the Office of the State Attorney (Wednesdays only)
The City is a member agency of the Miami-Dade County Continuum of Care (CoC) led by the
Miami-Dade County Homeless Trust. As a CoC member agency, the City must adhere to US
Department of Housing and Urban Development (HUD) regulations for the certification and
provision of services for people who are homeless. The definition of "homeless" is established
by HUD and delineated in 24 CFR Parts 91, 582 and 583 as:
(1) An individual or family who lacks a fixed, regular, and adequate nighttime residence;
(2) An individual orfamily who will imminently lose their primary nighftime residence;
(3) Unaccompanied youth under 25 years of age, or families with children and youth; or
Mayor Philip Levine and Members
Jimmy L. Morales, City Manager
July 28,2017
Response to Homeless Services
LETTER TO COMMISSION
by the Miami New Times
(3) Unaccompanied youth under 25 years of age, or families with chitdren and youth; or
(4) Any individual or family who is fleeing, or is attempting to flee domestic violence.
As a condition of service within the CoC, clients must have a Homeless Veification Form
completed by staff certifying that the client is homeless based on the selected HUD criteria and
documentation provided by the client. The certification accompanies the client's placement into
shelter as well as referrals to all CoC services. ln order to certify a person as homeless, the
client must submit documentation that proves his homelessness (i.e. eviction papers) or must
be witnessed by City staff (including police) residing in a place not meant for human habitation
(i.e. the streets).
Furthermore, prior to the receipt of services, the CoC requires that all clients complete several
documents authorizing the provision of services including:. HMIS (Homeless Management lnformation System) Notice of Uses and Disclosureso HMIS Consent to Release and Exchange of lnformation. Provider (City) Consent to Release and Exchange of lnformation. Acknowledgment Client Rights and Responsibilities. Acknowledgement of Grievance Procedures. HUD Client Questionnaire
Once the client completes the required documentation, staff conduct a criminal background
check to ensure that clients are not registered as sexual offenders (as this would preclude their
placement in shelter) and an assets and skills assessment to determine the resources and
strategies that will be pursued to ensure the client's transition to permanent housing and
independence. The papenruork and assessment process can take up to three hours depending
on the client's cognition and participation. This process becomes the foundation for the
provision of services and the client's ultimate success.
The City contracts with several shelter providers. These providers must review their respective
client bed rosters and advise the City if any clients have exited their program by 9am each
weekday. Once the City has identified a client for placement, a formal request is sent to the
shelter provider seeking permission to place the client. All shelters must provide prior consent to
client placement. This process usually takes up to one hour enabling providers to review their
records and the client's history to determine if he/she is a suitable placement. Shelters reserve
the right to refuse placement of any client who has had previous behavioral problems or whose
history they feel is incompatible with its environment.
Once the documentation is complete and the shelter consents to receiving the client, the client
is transported to shelter. All emergency shelter providers are located in Miami. Staff's goal is to
make the first drop-off of the day to shelters by noon so that clients can have a meal upon
arrival. All shelter placements should be completed by 3pm as shelter administrative offices
typically close by 4pm. The time of shelter clearance and traffic impact the actual time of arrival
to shelter and return to the office. On at least two instances last year, staff had to leave early to
accommodate simultaneous shelter placements at multiple providers and relocations at the
Greyhound Bus Depot in Miami. Please note that the Homeless Outreach Office utilizes two
vans for client transport. During the school year, one of these vans is used after 4pm by
Success University for client transport.
As you know, all visitors to City buildings must sign the visitor log upon arrival. City staff audited
the visitor logs for the Homeless Outreach Office and found only one entry for either of the two
committee members quoted in the article. On at least three other office visits, one of the
members was asked to sign-in and she refused staff's request. City staff has repeatedly invited
members of the Committee - and the public-at-large - to visit the office and join the team in
outreach and to participate in the CoC process from engagement to placement. The process
has many dimensions and is influenced by many factors including client history, client cognition
and bed availability, among others. No two clients are alike - and neither are their engagements
or service plans.
The homeless population in America is varied. Each community is influenced by the economic
conditions and cultural influences of its resident population. More than 95 percent of all people
served by the City became homeless in another community and migrated to our community.
This is an anomaly not encountered in other metropolitan areas with a homeless population. ln
San Francisco, for example, 71 percent of their homeless population had former residences
within the area. This population had a connection to their community that pre-dated their
homelessness and included their previous homes and places of work.
Conversely, our City's homeless population, as a whole, lacks these historical connections as
they neither lived nor worked here. Oftentimes, this lack of connection, leads to objectionable
behaviors including criminal offenses. The Miami Beach Police completed 1,645 arrests of
people claiming to be homeless in FY 15/16. Sixty-three of these people were arrested five or
more times. On average, the top 10 residents with arrests who claimed to be homeless in
FY15/16 were arrested 12.2 times for crimes ranging from trespass to strong arm robbery.
All three of the homeless persons quoted in the article (none of whom reported living in Miami
Beach prior to becoming homeless) have been arrested since arriving to our area. Collectively,
they have 11 local arrests for crimes ranging from trespassing to battery. One of the three
quoted homeless residents was placed in shelter and exited before completing his care plan.
Another refused shelter stating he was accepting nothing less than permanent housing from the
City. The last of three homeless residents quoted cursed at staff when advised that HUD
requires a verification of homelessness and subsequently left the office (but has subsequently
returned to use the office telephone as recently as July 1 t h).
Florida ranks 1Orh in the nation in homelessness:
Florida
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The data above is based on the Point-ln-Time Survey conducted annually during one night each
year in which the homeless population is counted by homeless staff and community volunteers
nationwide. While the City tracks the Point-ln-Time data similar to other communities, it also
tracks individual, aggregate and longitudinal client data
lnformation Management System (CIMS). The homeless
through the lens of both the Point-ln-Time and CIMS data:
on a daily
population
basis through the Client
in our City can be seen
per capita. Pleaso not6 that City's population is
2 - The Point in Time Survey was conducted January 26, ZO1T.
3 - Actual homeless served are nonduplicated individuals self-idonlified as homeloss and served by police and oulreach sorvices
Last fiscal year, the City placed 537 individuals into shelter - more than five times the rate for
the State of Florida. Of these, 197 successfully transitioned to permanent housing, Please note
that these numbers only reflect the outcomes for the 52 City-purchased shelter beds and do not
reflect the outcomes of the 55 shelter beds funded by the Miami-Dade Dade County Homeless
Trust. The City is unable to track longitudinal placements at Trust-funded beds because of
current data privacy protections. The City actively refers to Continuum of Care (CoC) and non-
CoC community-based providers including those with transitional, supportive and Housing First
resources.
The City is more than just an outreach team. The City's demonstrated success - which has
been lauded at the Metro Lab Workshop on Big Data and Human Services held in Seattle this
past January and has led to City staff providing consultations on its best practices to
representatives from Sunny lsles Beach, North Miami Beach and Miami - is attributable to its
care coordination process, a starkly different approach than traditional case management and
vastly more cost-effective and centered on client assets than Housing First. Care coordination
centers on client responsibility building on natural assets to create a sustainable living plan that
limits reliance on external resources.
City staff upholds the highest commitment to excellent customer service. The nature of our
business is to interact - often repeatedly - with people who are at arguably the lowest point in
their lives. People do not become homeless and remain homeless if they have a stable support
system, financial savings and strong resiliency skills. Those that find themselves on the streets
are typically long unemployed, separated or estranged from families/friends and the truth of their
circumstances, and grapple with depression, solitude and other obstacles (including addiction
and mentalillness).
Client entry:
Emergency shelter
Client entry:
Permanent home (regardless of
income or client susfal
Glient entry:
Emergency shelter
Focus:
Transitioning client to permanent
housing
Focus:
Getting client to accept
wraparound services to remain
stably housed
Focus: Securing stable financial
source, accessing community
resources jn conjunction with
natural assets and obtaining
sustainable, independent
Typical Length of Support:
Up to 90 days regardless of
outcome
Typical Length of Support:
lndefinite (as long as
remains housed
Typical Length of Support:
=/< 6 months (but can exceed 1
Our Outreach Team's goal is to offer empathy and a clear path to emerge from their
homelessness. The clear path may mean returning to the workforce, drinking less alcohol or
adhering to rules while in shelter to enable the transition to independent permanence. This may
not be the path they choose for themselves and the mere suggestion may be perceived as
inflammatory. However, our goal is to support our client's return to the role of contributing
member of our community. This cannot be accomplished if our homeless residents are not held
to the same standards of personal success and accountability as all other members of our
community - albeit perhaps with extra help such as food subsidies, counseling and support
services.
ln 2015, the City identified 64 chronic homeless individuals who were drivers for a high volume
of calls for service. Some had been homeless for as many as 20 years. Most had come to
Miami Beach homeless and stayed. For 18 months, these individuals received elevated
engagement efforts from the City's Homeless Outreach Team and Police in hopes of convincing
them to receive services. Both City teams would meet at least monthly to discuss progress and
explore alternative engagement strategies in their joint effort to engage and serve these
individuals. Below, please find the outcomes of this effort as well as the arrests experienced
since July 1,2017 by this group:
This accounts only for those permanently housed through the
There have been no engagements recorded from either Police or HOT during this period.
. The author of the New Times article was invited to visit the otfice and meet the team. She did
not accept this invitation. Our invitation stands for Ms. Lipscomb. We extend the same invitation
to the members of the Commission. Homelessness is more than a number tallied one night of
the year. The challenge of ending homelessness is more than just having a roof under which to
sleep. We firmly believe that homelessness is not an intractable problem. However, it cannot be
solved without candor, resolve and clarity of purpose and goals.
lf you have any questions, please feel free to contact Maria Ruiz, Director, Office of Housing
and Community Services.
twr&aMR
H u ma n Resou rces
UPDATE REGARDING COLLECTIVE BARGAINING
October 2017
+ Fraterna! Order of Police (FOP)- Current Contract 10.01.2015 to 09.30.2018
+ lnternationalAssociation of Fire Fighters (IAFF)- Current Contract 10.01.2015 to 09.30.2018
+ American Federation of State, County and Municipal Employees (AFSCME) Contract
05.01.2016 to 04.30.201 9
+ Government Supervisors Association of Florida (GSAF) Current Contract 10.01.2015 to
09.30.2018
+ Communications Workers of America-Currently at lmpasse
(Civilian), Bldg. lnspectors & Permit Clerks, Property Management, Clerical staff in various
departments, Engineering Technical staff.
have 20 Days to Accept or Reject the opinion of the Special Magistrate
communicate further with the City Commission until a public hearing before the City
Commission is held to resolve the impasse.
lssues at lmpasse
Economic
o Wages
o Premium Overtime
o Reduced Employee Pension Contributions
o 8 Categories of Extra Pays- Some are limited but opens the door for more demands in the
future by this and other units.
o Higher Paygrades for 10 classifications
Manaqement Rights
o Temporary Employees
o Evaluations
o Compensatory Time for PSCU and Police Technical staff
Union Time Bank
Grievance Procedure
Union Representation at Meetings with Employees
Job Classification and Pay
Changes to lnsurance Program
Ocean Rescue Promotions
Access to Personnel Board
Drug Testing
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Organizational Development Performance lnitiatives
MIAMIBEACH
O City of Miami Beach, lToo Convention Center Drive, Miami Beach, Florida 33139, www.miamibeachfl.gov
Project Name:
Education
Project Summary:
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 lnvolvemenUFamily Support/Youth and
Community Engagement, Student Achievement, Health and Well-Being, Safety, and
Technology Access.
The City allocated approximately $500,000 in 2008 to fund the implementation of the
lnternational Baccalaureate (lB) Program. As of May 2010, all Miami Beach public schools
have earned lB World School status. The City continues to support the lB program by
approximately $50,000 annually to ensure every teacher has received lB training and every
student is in a classroom where lB best practices teaching methodologies are being
implemented. Miami Beach Senior High had a72o/o lB graduation rate in 2017 of those
eligible.
The City collaborates with Florida lnternational University and Miami Dade College to
increase the number of dual enrollment classes at Miami Beach Senior High School and
Nautilus Middle School. The partnership has increased the number of dual enrollment
classes offered from zero in Fall 2014to sixteen (16) in Spring 2017.
Overall 671 students participated in dual enrollment classes which resulted in a $444,907
savings to Miami Beach Families, based on 2017 college tuition state rates. Notably, the City
Manager and Chief of Police are adjunct professors now teaching at Miami Beach Senior
High School.
A Voluntary Pre-Kindergarten (VPK) class was funded for Fienberg Fisher K-8 and Biscayne
Elementary. Both VPK classes were at the capacity of twenty students with two teachers in
School Year 201 6 and 2017.
The City partnered with four neighboring municipalities, The Children's Trust and the MB
Chamber of Commerce Education Foundation to fund a full-time registered nurse (Health
Connect ln Our School Suite) at all eight schools in the Miami Beach feeder pattern. The
Nurse lnitiative continues to be a priority with Miami Beach's proportionate share of $15,400
being utilized to provide health care services and $54,000 now being utilized to provide a
Nurse Enhanced lnitiative focusing on Behavioral Mental Health Grant and providing a full-
time Licensed Clinical SocialWorker shared by the schools. The City partnered with the
Miami Beach Chamber Education Foundation and Borinquen Health Center in 2017-18 and
was awarded a $50,000 grant to expand Mental Health services at Miami Beach Senior
High, Nautilus Middle, and Fienberg Fisher K-8 Center.
Partnering with Common Threads. Common Threads is a "Cooking for life" program that
teaches children and adults how to choose, prepare, and enjoy a healthy meal.
The Anti-Defamation League (ADL) will provide five A WORLD OF DIFFERENCETM Anti-
Bias and Diversity Training Programs at all Miami Beach public schools during the 2017-
2018 school year.
Student planners are provided to enhance communication between parents, students, and
teachers in partnership with each school PTSA.
A Substitute Teacher lncentive Program encourages residents to seek substitute teacher
certification to support to Nautilus Middle School.
Estimated Current Cost:
$395,000 annually- Funds from waste hauler public benefit contribution to education
$100,000 and $195,000 from the parking garage advertisement revenue.
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AN EDUCATION GOMPACT BETWEEN
MIAMI.DADE COUNTY 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 lakes... 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 innovative 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 education 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-belng;
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 Recru itment/Retention
Activities:
. The District and the City will collaborate to develop a supplemental incentive program
for teacher recruitment/retention 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 participate. 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.
Page 1 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 is
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.
. 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 inclusion of public school teachers
and/or other public educational personnel will be explored.
Key lntended Outcomes:
. Maintain teacher recruitment and retention at or above districtwide levels.. Increase teacher satisfaction rates for City of Miami Beach schools.. Enhance access to workforce and affordable housing.
Measures:
. 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 2of 10
O . lncrease community access to Miami Beach school and District information.
Communication
Activities:
. The City will work with the District 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 Miami 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:
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).
Parental I nvolvement/Familv Supportl/outh and Communitv Enqaqement
Activities:
. 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 District, including findings on key
drivers for satisfaction, subject to any approvals which may be required from the
District's Research Review Committee.
Page 3 of 10
. 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 parent/teacher 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 parenVteacher
conferences.
Through The Parent Academy (TPA), interested City persbnnel will be provided with
training by the District regarding use of the District's newly launched Parent Portal and
other electronic resources available through the District .
The District will focus on Miami Beach parents by creating a City-based model of TPA
using City facilities and other community sites.
The District will support the City's Service Partnership (service program that partners
community agencies) via participation 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:
. Ensure Community access to educational information.. lncrease accessibility to family/individual support services.
Measures:
. 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.
Page 4 of 10
Health and Well-Beinq
Activities:
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 similar 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 District'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,
including providing space within District-owned facilities as needed, and exploring
expanded transportation options for participating students.
. District will explore the expansion of full-time nurse practitioners and/or registered
nurses at schools without health clinics, subject to available funding.
Key lntended Outcome:
. lncreased health and well-being of students.
Measures:
. Percent of Miami Beach schools scheduled for Heatth 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:
. The District 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 students based on parameters within the District's Secondary School Reform
plan.
The City will work with the District to support the creation of a speaker's bureau for
Miami Beach schools to provide teachers with access to speakers on specialized
topics.
The District 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 will provide a dedicated Curriculum Coordinator
stafled 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 teaching/learning
teams, relevant curriculum/instruction, inclusive programs/practices, continuous
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.
Page6of10
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 inctuding
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.
The District 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 2010), and Evaluation (Spring 2014).
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).
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 instructional staff as applicable prior to full implementation of
the program at NMS.
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.
Page 7 of 10
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.
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 feasibility 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.
Key lntended Outcomes:
. lncreased academic support and achievement.. lncrease academic enrichment. Pursue collaborative grants to support youth academic
needs and academic support citywide. lncreased number of graduates exposed to
external experiential activities including meaningful mentorships and/or internships.
Measures:
. Percent of high school students graduating who entered Miami Beach High in the 9th
grade year;
a
a
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a
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 students 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/supported cultural activities during
school hours and after-school hours;
Page I of 10
. 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.
Safetv
Activities:
. The District and City 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:
O . Parent, student and District perception ratings for school safety.
Technoloqv
Activities:
. 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.
. 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).
Page 9 of 10
I
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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
parent(s)/g uard 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 education 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.
Page 10 of 10
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 atfixed all as of the
day and year first above written.
WTTNESSETH we have set our hands and seals hereto on this /0*J
THE SCHOOL BOARD OF MIAMI.
DADE APPROVED AS TO FORM AND
LEGAL SUFFICIENCY:I
Title: SuperintendenUDesignee
THE SCHOOL BOARD OF MIAMI-
DADE COUNTY, FLORIDA
School Board Attorney
Name: Perla Tabares Hantman
Title: Chair, School Board Title: Vice Chair, School Board
-*.--
CITY OF MIAMI BEACH, FLORIDA
APPROVED AS TO FORM AND
LEGAL SUFFICIENCY:
Tnce Smlth
Title:Gity Manager City Attorney
Mayor
of
ATTESTz .
BY: lAUr^Y
TY, FLORIDA
Name: Rudolph F. Crew 3J't;t *xtil?', .o
Name: Agustin J. Barrera
Matti H. Bower
Title:City Clerk
g MlAMtffiffiAcs-*
RESOLUTION NO.2017-30011
A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF
MIAMI BEACH, FLORIDA, ACCEPTING THE RECOMMENDATIONS OF THE
FINANCE AND CITYWIDE PROJECTS COMMITTEE, AND PURSUANT TO
RESOLUTION NO. 2017.29826, AUTHORIZNG THE CITY MANAGER AND
THE CITY ATTORNEY TO TAKE ANY AND ALL ACTIONS AS MAY BE
REOUIRED TO CREATE AND ESTABLISH AN INDEPENDENT NOT.FOR-
PROFTT 501(CX3) ORGANIZATION, TO BE KNOWN AS "MlAMl BEACH FOR
BETTER PUBLIC EDUCATION," FOR THE PUBLIC PURPOSE OF
PROVIDING SUPPORT FOR EDUCATIONAL ENHANCEMENTS IN THE
CITY'S EDUCATION COMPACT FOR YOUTH IN MIAMI BEACH AND WHOSE
MEMBERSHIP WLL BE COMPOSED OF THE MAYOR, TWO CITY
COMMISSIONERS SELECTED BY THE MAYOR, THE CITY'S COMMITTEE
FOR QUALITY EDUCATION CHAIR, AND THE CITY MANAGER'S LIAISON
TO THE COMMITTEE FOR QUALITY EDUCATION, AND WHICH WILL BE
SUBJECT TO THE FLORIDA SUNSHINE LAW.
WHEREAS, educating our children is key to the economic growth and welfare of our
nation, state, and localcommunities; and
WHEREAS, the Finance and Cityride Projects Committee (FCWPC) made a motion at
its March 31,2017 meeting recommending the creation of a non-profit charitable 501(cX3) entity
to raise funds for public education within the City; and
WHEREAS, at the April 26, 2017 City Commission meeting, the Commission accepted
the recommendation of the FCWPC and approved, in concept, through Resolution No. 2017-
29826, the formation of a 501(cX3) not-for-profit organization to fund Miami Beach public
schools for educational enhancements; and
WHEREAS, at its October 13,2017 meeting, the FCWPC further recommended that the
501(cX3) not-for-profit organization to be established be known as "Miami Beach for Better
Public Education" with the public purpose of providing support specifically for educational
enhancements in the City's Education Compact for youth in Miami Beach, and that the 501(cX3)
not-for-profit organization be composed of the Mayor and two (2) City Commissioners selected
by the Mayor, the Committee for Quality Education Chair, and the City Manager's Liaison to the
Committee for Quality Education, and will be subject to the Florida Sunshine Law; and
WHEREAS, the Mayor and City Commission accept the further recommendations of the
FCWPC with regard to the name, purpose, and composition of the 501(c[3) not-for-profit
organization to be established; and
WHEREAS, in order to create and establish "Miami Beach for Better Public Education,"
the City Manager and City Attorney should be authorized to take any and all actions as may be
required.
NOW, THEREFORE, BE tT DULY RESOLVED BY THE MAYOR AND CITY
COMMISSION OF THE CITY OF MtAttrll BEACH, FLORIDA, that the Mayor and City
Commission hereby accept the recommendations of the Finance and Citywide Projects
Committee, and pursuant to Resolution No. 2017-29826, hereby authorize the City Manager
and the City Attomey to take any and all actions as may be required to create and establish an
independent not-for-profit 501(c)(3) organization, to be known as "Miami Beach for Better Public
Education," for the public purpose of supporting educational enhancements in the City's
Education Compact and whose membership will be composed of the Mayor, two City
Commissioners selected by the Mayor, the Committee for Quality Education Chair, and the City
Manager's Liaison to the Committee for Quality Education, and which will be subject to the
Florida Sunshine Law.
PASSED and ADOPTED this ILO^tof October, 2017.
APPROVED AS TO
FOI?M & TANGUAGE
& FOR EXECI.'IION2-tort- f-q'11-til7Fdffifi -EEE-
EUUUA I IUN-ENHANUEMtsN I -PHIUX I IIA I IUN
MIAMIBEACH
O MrAMr BEACH EDUCATT.N ENHANCEMENT pRroRrrzATroN suRVEy
Miami Beach Senior High
Teacher Recru itmenURetention
ln relation to Teacher RecruitmenURetention, please rank the following in order of importance from 1 to 5, where 1 is
most important to you and 5 is least important to you:
Enhancement # of Responses % Ranking Most lmportant
Enhanced Communication of Educational and Community Events
ln relation to Enhanced Communication of Educational and Community Events, please rank the following in order of
importance from 1 to 8, where 1 is most important to you and 8 is least important to you:
Enhancement # of Responses % Ranking Most lmportant
Page:1
lncentives fa teacher rsruitrnent and retention
including tjckets to events, parking discotrnts,
housing subsidies, and recruitment webpage
21 25.60/o
Support Nautilus Middle with recruitrnent of
substitute teachers 8 9.8o/o
Professional De^/elopmenyTraining for teachers
(lnternational Baccdaureate (lB))29 35.4Yo
Publish teacher accqnplishments 11 13.4o/o
Rate my teacher/professor 22 26.8o/o
Speaker's Bureau with the Miami Beach Chamber
for schods to access list of guest speakers for
youth career days
14 17.1%
MB Magazine Ne)d Generation column 2 2.4o/o
Communication via MBTV-Miami Beach's
go€rnment channel I 1.2o/o
Student Annual Expo to highlight yorrth
achi€ rements and all school progrars '16 19.5o/o
Agenda Books/Planners for students 9 11.0%
Cdlaborate on legislative agendas 8 9.8Yo
City of Miami Beach official website education
page I 11.0o/o
Miami Beach Parent Program to help
parents,/guardians be invd\,Ed in child's education 33 40.2Yo
ELJUUAI IUN ENHANUEMEN I PI(IUKI IZAI IUN Page:z
Family/Parental lnvolvement in Education/Community Business Engagement
ln relation to Family/Parental lnvolvement in Education/Community Business Engagement, please rank the following in
order of importance from 1 to 9, where 1 is most important to you and g is least important to you:
Enhancement # of Responses % Ranking Most lmportant
Enhanced Student Health and Well-being
ln relation to Enhanced Student Health and Well-being, please rank the following in order of importance from 1 to 9,
where 1 is most important to you and g is least important to you:
Enhancement # of Responses % Ranking Most lmportant
ARTventure Program for public arts a\,varefless in
Miami Beach 6 7.3o/o
Access for MB }outh to the gdf course, Fldningo
Park, and other City o,rn6d facilities fr€ and/or
discoJnted rates
16 19.5%
Parent Acad€rnrtraining by City on using Parent
Pc,ld 3 3.7o/o
El.pand Clty's Service Patnqship program that
partners cqnrrunity ag€nci€s 3 3.7Yo
Cornmunity/Fanily Ererts 5 6.1o/o
Provido infofinatim tshnology support 6 7.3%
lndependfit Elaluation cf schol programs 14 17.'.t%
Parent Workshop/Other educatisral programs for
paronts 7 8.5%
E{racunicular after-schod activiti€s, such as:
drama/theator, cornpetitions, chorus, robotics,
coding etc.,
36 43.9%
Nurs€ lnitiativo to bring a Heafth Cmnect Suite to
North Bech Elom€ntay, Tresure lsland
Elernentary, and Bay Harbor K{ Cent€r
12 14.6Yo
Licensed Clinical Socid Worker(LCSW) for
beharioral mentd h@tth service for all public
schools in Miami Beach
13 15.9%
lmpro\E )rcuth a,varslsss cf h€althy eating and
cooking classes o 7.3Yo
Middle schod md K-8 aftor-school programs 6 7.3%
Tutoring and ACT/SAT/PERT prep materials 20 24.4o/o
Reading and Math tutors during and dter-school 15 18.3o/"
Elementary Teaching Assistant grades K-1 3 3.7o/o
Miami Boach youth program that addresses youth
drug prevmtion 12 14.6Yo
Educational guidance and cdlege application
assistance 15 18.3yo
ELJUUA I IUN-ENHANUEMTN I_PKIUH I IZA I IUN
lmproved Student Achievement
ln relation to lmproved StudentAchievement, please rank the following in order of importance from 1 to 7, where 1 is
most important to you and 7 is least important to you:
Enhancement # of Responses % Ranking Most lmportant
SchoolSafety
ln relation to School Safety, please rank the following in order of importance from 1 to 7, where 1 is most important to
you and 7 is least important to you:
Enhancement # of Responses % Ranking Most lmportant
lnternatimal Baccalaurede(lB) program-Diploma
(grades $12), MiddleYears(grades &8), Primary
Years(grades K-5)
21 25.6Yo
Additional Voluntary Pre-Kindergarten (VPK)
options for eligible youth in Miami Beach 2 2.4%
Dual Enrollment class options at Miami Beach
Senior High, Nautilus Middle Schod, and Fienberg
Fishef K-8 Center for 8th-1 2th graders, for both
college and high schod credit, at no c6t to
student
20 24.4o/o
Student lntemship Progran for Miami Beach
Senior High students in \arioJs City offices 15 18.3%
Reduce counseling teacher student ratios '16 19.5o/o
Resources for ESE strdents/programs 6 7.3Yo
We€kend student tutorial program w/participation
incenti\€s and snacks 11 13.4o/o
Schod patrd liaisons offcers d Elementary, K-8,
and Middle Schools in Miarni Beach 17 20.70/o
Anti-Defamatisl League (ADL) No Place for Hate
Program in all public schods in Miami Beach 16 '19.5%
Training opportunities fr schod security at public
schools in Miami Beach 8 9.8%
Truacy prevention programs I 11.0o/o
Provide bus transportatim fd studonts liMng within
2-miles of hdne schod
't3 15.904
Proride additimal security guards 19 23.2o/o
Provide interne( sdety classes 15 18.3o/o
EUUq\I IUTI-ENiIANUtsIIEN I-PKIUXI
'ZAI
IUN
TochnologyAcceo
ln rddm b Te.trndogy Accas., ploasa rank the followlrB in order of lmportanca fiun I b 4, uirot! 1 ir moC lmprbnt
to you and 4 ls legt lmportant to yor:
Enhancemcnt # of Rmponroo % Ranklng to.t lmportant
FlrWl.Fi a1 too*
Dbcord aolpdr q&arrt
'a
rndrrtr a il.rt
frcnno.qyf-he ll.drol .b faerrrfr:Or!t at*
Proadr filorr&r tOrUg(O armat O
FafctcrEb 12 r.tG
tmmatfi
ELJUUA I IUN-ENHANUEMEN I-PHIUK I IZA I IUN
MIAMIBEACH
MIAMI BEACH EDUCATION ENHANCEMENT PRIORITIZATION SURVEY
Nautilus Middle School
Teacher RecruitmenURetention
ln relation to Teacher RecruitmenURetention, please rank the following in order of importance from 1 to 5, where 1 is
most important to you and 5 is least important to you:
Enhancement # of Responses % Ranking Most lmportant
Enhanced Communication of Educational and Community Events
In relation to Enhanced Communication of Educational and Community Events, please rank the following in order of
importance from 1 to 8, where 'l is most important to you and I is least important to you:
Enhancement # of Responses % Ranking Most lmportant
Page:1
lncentivG for teacher recruitment and retention
including tickets to wenE, parking discounts,
housing subsidi€s, ard r€cruitrnent webpage
13 39.4o/o
Suppat Nautilus Middls with recruitment of
substitute teachers 8 24.2o/o
Professional DevelopmenUTraining for teachers
(lntemational Baccdaureate (lB))12 36.4%
Publish teacher acco.nplis hments 2 6.10/"
Rate my teacher/professor 2 6.1%
Speaker's Bureau with th€ Miami Beach Chamber
for schods to &cess list of guest speakers for
)routh career drys
4 12.',\o/o
MB Magazin€ Next Generation column 2 6.1Yo
Communication via MBry-Miami Beach's
go\ernment channel 1 3.OYo
Student Annual Expo to highlight youth
achier€rnents and all school programs 6 '18.20h
Agenda Bmks/Planners for students 10 30.30/.
Cdlaborate on legislative agendas 9 27.304
City of Miami Beach official website education
page 3 9.1o/o
Miami Beach Parent Program to help
parents/guardians be invd\,ed in child's educdim 6 18.2o/o
tsUUUA I IUN-ENHANUEMEN I-IJKIUK I IZAI IUN Yage:z
Family/Parental lnvolvement in Education/Community Business Engagement
ln relation to Family/Parental lnvolvement in Education/Community Business Engagement, please rank the following in
order of importance from 1 to 9, where 1 is most important to you and 9 is least important to you:
Enhancement # of Responses % Ranking Most lmportant
Enhanced Student Health and Well-being
ln relation to Enhanced Student Health and Well-being, please rank the following in order of importance from 1 to 9,
where 1 is most important to you and 9 is least important to you:
Enhancement # of Responses % Ranking Most lmportant
ARTventure Program for public arts awareness in
Miami Bech 2 6.1%
Access for MB youth to the golf cours€, Flamingo
Park, and other City o,yned facilities free and/or
discountod rates
I 27.30/,
Parent Academy-training by City on using Parent
Portal
bpand City's Service Partnership program that
partners community agencies 1 3.0o/o
Community/Fanily Events 2 6.1%
Proyide information t€chnology support 3 9.1o/o
lndependent Evaluation cf schml programs 6 18.2Yo
Parent WorkshodOthr educatimal programs for
parents 3.004
Extracurricular aft s-schod activities, such as:
drama/theater, cornpetitions, chorus, robotics,
coding dc.,
15 45.SYo
Nurse lnitiative to bring a H€alth Connect Suite to
North B€ach Element-y, Treasure lsland
Elementary, and Bay Harbor K4 Center
8 24.20/"
Licensed Clinicd Social Worker(LCSW) fr
behavioral mental health services for all public
schools in Miami Beach
10 30.30/"
lmprove youth awareness cf healthy eating and
cmking classes 4 12.10h
Middle school and K-8 after-schml programs 8 24.2o/o
Tutoring and ACT/SAT/PERT prep materials 5 't5.20/o
Reading and Math tutors during and after-school 10 30.3%
Elementary Teaching Assistant grad€s K-1 2 6.1o/o
Miami Beach youth program that addresses !,outh
drug prevention 6 18.20A
Educational guidance and college applicatim
assistance 3 9.1o/o
snansrtrcK com
E,UUUAI I(JN ENHANUEMEN I PKIUHI IZAI IUN Page:J
lmproved Student Achievement
ln relation to lmproved Student Achievement, please rank the following in order of importance from 1 to 7, where 1 is
most important to you and 7 is least important to you:
Enhancement # of Responses % Ranking Most lmportant
SchoolSafety
ln relation to School Safety, please rank the following in order of importance from 1 to 7, where 1 is most important to
you and 7 is least important to you:
Enhancement # of Responses % Ranking Most lmportant
lnt€m€fional Baccala].dc(lB) program-Diplorna
(grades 91 2), M iddle Years(grados &8), Primary
Years(grdes K-5)
10 30.3%
Additimal Voluntary Pre-Knde€arten (VPK)
options for €ligible lorth in Miani Beach 2 6.1Yo
Dual Enrollment class o$ims at Miami Beach
Senio. High, Nantilus Middle Schod, and Fienbeg
Fisher K-8 C€nter for 8th-12th grad6rs, for both
college and high schod credit, at no cGt to
sfudent
11 33.3%
Stud€nt lntemship Progran for Miami Beach
Senior High stud€nts in nrious City ofiices 4 12.',\o/o
Reduce cannseling t&h€r studont ratic 8 24.2o/o
Resources for ESE sfu dentsr/programs 1 3.0o/o
We€k€nd student tutorial program w/participation
inconti\€s and snacks 1 3.00/o
Schod patrd liaisms offrcers at Elementary, K-8,
and Middlo Schoob in Miami Beach 't2 36.4o/o
AntFDefamdion Leatte 1ap6; No Pl*e for Hate
Progran in all public schols in Miami B€ach 5 15.2o/o
Training opportunities for school security at public
schods in Miami Beach 3 9.1o/o
Truancy prevention prqlrams 2 6.1%
Prodde bus trasportatim fs students living within
2-miles of hqne schod 3 9.1o/o
Prorido additional security guards 10 30.3yo
Pr@ide internd sdety classes 4 12.1o/"
EUUU\I IUN-E,NHANUE'UEN I-PX'UXI IZ.AI IUN
TechnologyAcc..s
tn ralatim b T*hnology Access, deas. rank the fdlowing in ordcr of importance frorn 1 tb 4, urfioru 1 ie mod imporbnt
to pu and 4 ls lead important to you:
Enhancement # of Rrrponaer % Ranklng tct lmportant
Frwi.Fi t0 o3r
Dbconicd ccrlprrbr rnipnE t fq rtlolte 7 a2a
TcamOqyt#ng tr(rtel rb rtt 5 rgrtS
Hqt<b htqmdo trd'dq(IT) rfpqt O
trtb.o,d 15 '3E'str
EUUUA I IUN_E,NHANUEMEN I-PRIUR I IZAI IUN
MIAMIBEACH
O MrAMr BEA.H EDUCATT.N ENHANCEMENT pRroRrrzATroN suRVE'
Fienberg Fisher K-8
Teacher Recru itmenURetention
ln relation to Teacher RecruitmenURetention, please rank the following in order of importance from 1 to 5, where 1 is
most important to you and 5 is least important to you:
Enhancement # of Responses % Ranking Most lmportant
Enhanced Communication of Educational and Community Events
ln relation to Enhanced Communication of Educational and Community Events, please rank the following in order of
importance from 1 to 8, where 1 is most important to you and 8 is least important to you:
Enhancement # of Responses % Ranking Most lmportant
lncentives ftr teacher recruitrnent and retention
including tickets to events, parking discounts,
housing subsidies, and recruitrneflt webpage
24 42.9o/"
Support Nautilus Middle with recruitment of
substituto teachers 12 21.4%
Professional DevelopmenuTraining for teachers
(lnternational Baccdaureate (lB))33 58.9%
Publish teacher accornplishmonts 21 37.50/"
Rate my teacher/professor 24 42.9o/o
Speaker's Bureau with the Miami Beach Chamber
for schods to access list of guest speakers fo
yu:th career days
17 30.4yo
MB Magazine Next Generation column I 14.3o/o
Cornmunication via MBTV-Miami Beach's
go€mment channel 9 16.1o/"
Student Annual Expo to highlight youth
achie\€ments and all school programs 24 42.904
Agenda Boks/Planners for students 22 39.3%
Collaborate on legislative agefldas 17 30.4o/o
City of Miarni Beach official website education
page 19 33.9%
Miami Beach Parent Program to hdp
parents/guardians b6 invd\€d in child's education 34 60.7yo
EUUUAI IUN ENHANUEMtsN I PKIUKI IZAI IUN
Family/Parental lnvolvement in Education/Community Business Engagement
ln relation to Family/Parental lnvolvement in Education/Community Business Engagement, please rank the following in
order of importance from 1 to 9, where 1 is most important to you and 9 is least important to you:
Enhancement # of Responses % Ranking Most lmportant
Enhanced Student Health and Well-being
ln relation to Enhanced Student Health and Wdl-being, please rank the following in order of importance from 1 to 9,
where 1 is most important to you and 9 is least important to you:
Enhancement # of Responses % Ranking Most lmportant
ARTventure Program for public arts awareness in
Miami Bech 21 37.5Y"
Access for MB youth to the gdf coJrse, Flamingo
Park, and other City omed facilities fre€ and/or
discounted rates
32 57.1%
Parent Academytraining by City on using Parent
Portd 20 35.7o/o
Expand City's SaMce Partn€rship program that
partners cornmunity agencies 18 32.1o/o
Cornmunity/Frnily Events 24 42.9%
Provide information technology support 23 4'1.1%
lndependent Evaluatbn cf school programs 24 42.9o/o
Parent Workshop/Other educatianal programs for
parents 21 37.5o/"
Extracunicular after-schod activities, such as:
dram€y'theater, conpetitions, cho.us, robotics,
coding etc.,
41 73.2%
Nurse lnitiative to bring a Health Connect Suite to
North Beach El€m€ntay, Trasure lsland
Elementary, and Bay Harbor K-8 Center
21 37.5o/"
Licensed Clinical Socid Worker(LCSW) fo
behavioral mental h€alth srvices for all public
schools in Miami Beach
u 60.7o/o
lmprow youth ararmess of healthy eating and
cooking classes 30 s3.6%
Middle school and K-8 after-school programs 32 57.|Yo
Tutoring and ACT/SAT/PERT prep materials 27 48.2o/o
Reading and Math tutors during and after-school 37 66.',tyo
Elementary Teaching Assistant grades K-"1 30 53.6%
Miami Beach youth program that addr€sses youth
drug pret/entiql 29 51.$yo
Educational guidance and cdlege applicatim
assistance 32 57.1o/o
qnanc[ruaG alm
EUUUAI IUN-E,NHANUEMEN I_I.'KIUK I IZAI ION
!mproved Student Achievement
ln relation to lmproved StudentAchievement, please rank the following in order of importance from 1 to 7, where 1 is
most important to you and 7 is least important to you:
Enhancement # of Responses % Ranking Most lmportant
School Safety
ln relation to School Safety, please rank the following in order of importance from 1 to 7, where 1 is most important to
you and 7 is least important to you:
Enhancement # of Responses % Ranking Most lmportant
lnternational Becalaurede(lB) program-Diploma
(grad6s 9- I 2), Middle Years(grdes 6-8), Primary
Years(grades K-5)
30 53.6olo
Additimal Voluntary Pre.Kindergarten (VPK)
optims for eligible youth in Miami Beach 22 39.3%
Dual Enrollment class options at Miami Beach
Senior High, Nautilus Middl€ School, and Fienberg
Fisher K-8 Center for 8th-12th graders, for both
college and high schod credit, at no cost to
student
30 53.6%
Student lntemship Progran for Miami Beach
Senior High students in \arious City offices 30 53.6%
Reduce counseling teacher student ratios 17 30.4%
Resources for ESE strdents/programs 28 50.0%
W eekend student tutorial program Wparticipation
incentives and snacks 24 42.9o/o
School patrd liaisons officers at Elementary, K-8,
and Middle Schools in Miami Beach 40 71.4%
Anti-Defamatim League (ADL) No Place for Hate
Program in all public sch@ls in Miami Beach 32 57.1o/o
Training opportunities for school security at public
schools in Miami Beach 29 51.8o/o
Truancy pre\€ntion prog rams 28 s0.0%
Provide bus transportation fa students living within
2-miles of home schod 33 58.9%
Pro/ide additional scurity guards u 60.7%
Provide intem€d sdety classes 28 50.Qo/o
EIru('\I IUN ENHANUEMEN I_I'KIUKI IZAI IUN
TechnologyAccsr
ln rddim b Technology Acoors, plcme rank the follo*irB in order of importrnca frorn 1 to 4, wfiers 1 is moct lmportant
to you and 4 is lea$ important to yo.r:
Enhancs.ment # of Rcrponrcr 7o Ranking llotl lmportant
Fr-Wi-Fi 3{o.7a
Ohconbd cqnputr qdprgrt fc rldgrtl 36 u3,t,
TehndogyHnlng Crcfiol rlb foprttt/grrdUr 31 56.a1
Poddc irilamdo tirrndoeufi) .uppat to
publc rdrdr €7t.8r
E.UUUAI IUN_ENHANUEMEN I PKIUKI IZAI IUN
rv\lA/ViIBEACH
MIAMI BEACH EDUCATION ENHANCEMENT PRIORITIZATION SURVEY
South Pointe Elementary
Teacher Recru itmenURetention
ln relation to Teacher RecruitmenURetention, please rank the following in order of importance from 1 to 5, where '1 is
most important to you and 5 is least important to you:
Enhancement # of Responses % Ranking Most lmportant
Enhanced Communication of Educational and Community Events
ln relation to Enhanced Communication of Educational and Community Events, please rank the following in order of
importance from 1 to 8, where I is most important to you and 8 is least important to you:
Enhancement # of Responses % Ranking Most lmportant
Hage:1
lncentives ftr teacher recruitrnent and retention
including tickets to events, parking dlscounts,
housing subsidies, and rccruitment webpage
14 56.0%
Support Nautilus Middle with recruitment of
substitute teachers 2 8.0o/"
Professional Development/Training for teachers
(lntemational Baccdaureate (lB))14 56.0olo
Publish teacher accornplishments 5 20.0o/o
Rate my teacher/prof essor 4 16.0olo
Speaker's Bureu with the Miami Beach Chamber
for schods to access list of guest speakers for
)orrth career days (
MB Magazine Next Generation column
Communication via MBTV-Miami Beach's
go/emment channel
Student Annual Expo to highlight youth
achievements and all schod programs 3 12.0o/o
Agenda Books/Planners for students 4 16.lVo
Collaborate on legislative agendas 6 24.0o/.
City of Miami Beach official websito education
page 5 20.0o/o
Miami Beach Parent Program to help
parents/guardians be invdwd in child's educatjon 16 64.lYo
ELJUUA I I(.)N-LNHANUEME,N I-PKIUH I IZA I IUN Page:z
Family/Parental Involvement in Education/Community Business Engagement
ln relation to Family/Parental lnvolvement in Education/Community Business Engagement, please rank the following in
order of importance from 1 to 9, where 1 is most important to you and 9 is least important to you:
Enhancement # of Responses % Ranking Most lmportant
Enhanced Student Health and Well-being
ln relation to Enhanced Student Health and Well-being, please rank the following in order of importance from 1 to 9,
where 1 is most important to you and 9 is least important to you:
Enhancement # of Responses % Ranking Most lmportant
ARTventure Program for public arts awareness in
Miami Beach 10 40.o%
Access for MB youth to the golf course, Flamingo
Park, and other City o/vned facilities free and/or
discounted rat6s
14 56.0%
Parent Academy-training by City on using Parent
portd 5 20.0%
Expand City's Service Prtnership program thal
partners community agencies 3 12.004
Community/Farnily Events 6 24.0%
Provid€ information technology support b 24.0o/o
lndependent Evaluation of schml programs 8 32.lYo
Parent Workshop/Other educational programs for
parents 8 32.lYo
Extracurricular after-schod activities, such as :
drama/theater, competitions, chorus, robotics,
coding dc.,
13 52.0o/o
Nurse lnitiative to bring a Health Connect Suite to
North Beach Elementay, Tresure lsland
Elementary, and Bay Harbor K€ Centor
8 32.lYo
Licensed Clinical Social Worker(LCSW) for
behavioral mental health services for all public
schools in Miami Beach
12 48.0%
lmprove youth awareness of healthy eating and
cmking classes 10 40.0o/o
Middle school and K-8 after-school programs b 24.0o/o
Tuloring and ACT/SAT/PERT prep materials 11 44.0o/o
Reading and Math tutors during and after-schod 11 44.Oo/o
Elernentary Teaching Assistant grades K-1 11 44.0o/o
Miami Be*h youth program that addresses youth
drug pr6/ention I 36.0%
Educational guidance and colleg6 application
assislance I 36.0%
EUUUA I IUN-E,NHANUEMEN I -PKIUK I IZA I IUN HAgE:J
lmproved Student Achievement
ln relation to lmproved Student Achievement, please rank the following in order of importance from 1 to 7, where 1 is
most important to you and 7 is least important to you:
Enhancement # of Responses % Ranking Most lmportant
School Safety
ln relation to School Safety, please rank the following in order of importance from 1 to 7, where 1 is most important to
you and 7 is least important to you:
Enhancement # of Responses % Ranking Most lmportant
lntemational Baccalaureate(lB) program-Diploma
(grades 9-12), Middle Years(grades &8), Primary
Years(grades K-5)
14 56.0%
Additional Voluntary Pre-Kindergarten (VPK)
options for eligible youth in Miami Beach b 24.0o/o
Dual Enrollment class options at Miami Beach
Senior High, Nautilus Middle School, and Fienberg
Fisher K-8 Center for 8th-12th graders, for both
college and high schod credit, at no cct to
student
b 24.OoA
Student lntemship Progran for Miami Beach
Senior High students in \arious City offices 7 28.Oo/o
Reduce counseling teacher student ratios 8 32.Oo/o
Resorrces for ESE shrdents/programs 7 28.0%
Weekend student tutorial program w/participation
incentives and snacks I 36.0%
School patrd liaisons officers at Elementary, K-8,
and Middls Schmls in Miami Beach 12 48.0o/"
Anti-Defamatim League (ADL) No Place for Hate
Program in all public schols in Miami Beach 8 32.Oo/o
Training opportunities for school security at public
schools in Miami Beach D 24.0o/o
Truancy prewntion programs 4 16.0%
Prodde bus transportation fr students living within
2-miles of horne school 6 24.Oo/.
Provide additional security guards 13 52.Oo/"
Provide intemet s€Jety classes 12 48.00/o
EUUqI\I I9IY-EN}IANUEMEfl I_PXIUKI IZAI IUN
TochnologyAccar
ln rclatim to Tochnoaogy Acc6s, dmso rank tho fdlodrg kl order of lmporbnce from I to 4, wherg 1 b mod lmportant
to you and 4 is leasil lmportant to you:
Enhencsmcnt # of Rlrpontce % Ranklng iloct lmprtant
FmWi-Fi 13 cz.grL
Dbcornbd canpuE eripnrrfl fq rtxlotr 11 {4.0n
rearrcfryr**ig rr<trot rnoi tq a lCm,
Prqidc hfqm&r-mfUogyllTl n4pct O
Fafc ld'rodr t3 lll.fi
tnmllmm
E,UUUAI IUN-ENHANUEMEN I-PKIUHI IZAI IUN
MIAMIBEACH
MIAMI BEACH EDUCATION ENHANCEMENT PRIORITIZATION SURVEY
North Beach Elementary
Teacher RecruitmenURetention
ln relation to Teacher RecruitmenURetention, please rank the following in order of importance from 1 to 5, where 1 is
most important to you and 5 is least important to you:
Enhancement # of Responses % Ranking Most lmportant
Page:1
lncentives for teach€r recruitment and retefltion
including tickets to events, parking discounts,
hcusing subsidies, and r€cruitment webpage
36 48.6yo
Support Nautilus Middle with recruitment of
substitut€ t€chers 7 9.5%
Professional Da,elopment/Training fo teachers 29 39.2o/"
Publish teachcr accornplishments 2 2.7Yo
Rate my teacher/professor 3 4.1%
O Enhanced Communication of Educational and Gommunity Events
ln relation to Enhanced Communication of Educational and Community Events, please rank the following in order of
importance from 1 to 8, where 1 is most important to you and 8 is least important to you:
Enhancement # of Responses % Ranking Most lmportant
Speaker's Bureau with the Miami Beach Chamber
for schods to access list of guest speakers for
youth caratr days
3 4.1o/o
MB Magazine Next Gen€ration column 1.4%
Cornmunication via MBTV-Miami Beach's
gorernment channel
Studont Annud Expo to hEhlight youth
achie\€m€nts and all schod programs 14 18.9Yo
Agenda B@ks/Planners for students 15 20.304
Collaborate on legislativo agendas I 12.2Yo
City of Miami Beach official website education
page 4 5.4o/o
Miami Beach Parent Program to help
parents/guardians be invdwd in child's education 31 41.90/o
tsUUUAI IUN tsNFIANUE,MEN I PHIUK I IZAI I(JN
Family/Parental lnvolvement i n Education/Commun ity Business Engagement
ln relation to FamilyiParental lnvolvement in Education/Community Business Engagement, please rank the following in
order of importance from 1 to 9, where 1 is most important to you and 9 is least important to you:
Enhancement # of Responses % Ranking Most lmportant
Enhanced Student Health and Well-being
ln relation to Enhanced Student Health and Well-being, please rank the following in order of importance from 1 to 9,
where 1 is most important to you and I is least important to you:
Enhancement # of Responses % Ranking Most lmportant
ARTventure Program for public arts awareness in
Miami Bech 3 4.1Yo
Access for MB youth to the gdf corrse, Flarningo
Park, and other City orrned facilities free and/or
discoljnted rates
10 13.5o/o
ParentAcademy-training by City on using Parent
Portd 2 2.7Yo
Epand City's Service Pntnership program that
partners comrrunity agenci€s 1 1.4%
Community/Fanily Events 7 9.5%
Prodde information techndogy support 2 2.7%
lndependent Evaluatiofl d schod progftms 3 4.104
Parent Workshop/Other educatimal programs for
Pareflts
2 2.7Yo
Extracunicular after-schod ativities, such as :
drama/theater, compeffions, chorus, robotics,
coding €tc.,
52 70.3Yo
Nurse lnitiative to bring a Health Connect Suite to
North B€ach Elemontay, Treasure lsland
Elementary, and Bay Harbor K{ Center
15 20.3o/o
Licensed Clinicd Social Worker(LCSW ) for
beha/ioral mental h€lth services for all public
schools in Miami Beach
14 18.9olo
lmprove youth awareness of healthy eating and
cooking classes 9 12.20/"
Middle school and K-8 after-school programs 5 6.8%
Tutoring and ACT/SAT/PERT prep materials 5 6.8o/o
Reading and Math tutors during and aftor-schod 13 17.6%
Elem€ntary Teaching Aesistant grades K-'l 13 17.60/"
Miami Beach youth program that addresses youth
drug pr€ventim 5 6.8%
Educatimal guidance {d coll€g€ application
assistanca 4 9.5o/"
EUUUAI I(JN ENHANUEMEN I I-'KIUX I IZAI IUN
lmproved Student Achievement
ln relation to lmproved Student Achievement, please rank the following in order of importance from 1 to 7, where 1 is
most important to you and 7 is least important to you:
Enhancement # of Responses % Ranking Most lmportant
School Safety
ln relation to School Safety, please rank the following in order of importance from 1 to 7, where 1 is most important to
you and 7 is least important to you:
Enhancement # of Responses % Ranking Most lmportant
lntemational Baccalaureate( lB) program-Diploma
(grades $12), Middle Years(grades 6-8), Primary
Years(grades K-5)
36 48.60/0
Additimal Voluntary Pre-Kindergarten (VPK)
optims for eligible youth in Miami Beach 11 14.9%
Dual Enrollment class options at Miami Beach
Senior High, Nautilus Middle School, and Fienberg
Fisher K-8 Center for 8th-1 2th graders, for both
college and high schod credit, at no c6t to
student
5 6.8%
Student lntemship Progran for Miami Beach
Senior High students in various City offices 5 6.8!o
Reduce cqrnseling teacher student ratios 9 12.2o/o
Resources for ESE sfudentVprograms 7 9.SYo
Weekend student tutorial program dparticipation
incentives and snacks 8 10.8o/o
School patrd liaisdrs officers at Elementary, K-8,
and Middle Schmb in Miami Beach 26 35.',t%
Anti-Defarnatim League (ADL) No Place for Hate
Program in all public schools in Miami Beach 16 21.60/o
Training opportunities for school security at public
schmls in Miami Beach 5 6.8olo
Truancy prevention programs 2 2.7%
Provide bus transportatim for students living within
2-miles of hsne schod 4 5.4%
Provide additional security guards 19 25.7o/o
Pro/ide intemet safety classes 1'l 14.9%
EUUUAI IUN_ENI-IANUEMEN I -PI{IUKI IZAI IUN
Technology Accesc
ln relatim to Technology Access, please rank the following in order of importance frorn 1 to 4, where 1 is most importrant
to you and 4 is least important to you:
Enhancement # of Responses % Ranking Most lmportant
FrrWi-,Fi 19 25.7%
Discourtcd carputr eqdpmcnt ta stud.ntg 't8 21.3%
TchndogyHnirB Cschod sita fa
peentr/g(rrdkru 8 10.896
Provi& hfonndon bcfi rdogy(lT) support to
puHh 3drods 35 17.3%
snmtilffi lm
EUUUAI IUN ENHANUEMEN I PKIUKI IZAI ION
MIAMIBEACH
O MtAMt BEA.H EDUCATT.N ENHANCEMENT pRroRrrzATroN suRVEy
Biscayne Elementary
Teacher RecruitmenURetention
ln relation to Teacher RecruitmenURetention, please rank the following in order of importance from 't to 5, where 1 is
most important to you and 5 is least important to you:
Enhancement # of Responses % Ranking Most lmportant
lncentiv€s for teacher recruitment and retention
including tickets to events, parking discounts,
housing subsidies, and recruitrnent webpage
7 33.3%
Support Nautilus Middle with recruitment of
substitute teachers 2 9.50/"
Professional DervelopmenUTraining for teachers
(lntemational Baccdaureate (lB))11 52.4o/o
Publish teacher acconplishments 1 4.8o/o
Rate my teacher/prcfessor 4 19.0olo
O Enhanced Gommunication of Educational and Community Events
ln relation to Enhanced Communication of Educational and Community Events, please rank the following in order of
importance from 1 to 8, where 't is most important to you and 8 is least important to you:
Enhancement # of Responses % Ranking Most lmportant
Speaker's Bureu with the Miami Beach Chamber
for schods to &cess list of guest speakers for
)uJth cares days
MB Magazine Ne{ Generation column
Communicatim via MBTV-Miami Beach's
go/omment channel 2 9.5%
Student Annual Expo to highlight youth
achiewments and all school programs 5 23.8o/o
Agenda Books/Planners for students 2 9.5%
Collaborate on legislative agendas 4 19.0o/o
City of Miami Beach cfficial website educatim
page 3 14.3o/o
Miami Beach Parent Program to hdp
parents/guardians be invd\,ed in child's education 5 23.8o/"
EUUUAI IUN_ENHANUEMEN I-PKIURI IZAI IUN
Family/Parental lnvolvement in Education/Community Business Engagement
ln relation to Family/Parental lnvolvement in Education/Community Business Engagement, please rank the following in
order of importance from 1 to 9, where 1 is most important to you and 9 is least important to you:
Enhancement # of Responses % Ranking Most lmportant
Enhanced Student Health and Well-being
ln relation to Enhanced Student Health and Well-being, please rank the following in order of importance from 1 to 9,
where 1 is most important to you and 9 is least important to you:
Enhancement # of Responses % Ranking Most lmportant
ARTventure Program for public arts awareness in
Miami Beach 1 4.81o
Access for MB youth to the golf course, Flamingo
Park, and other City o,vned facilities free and/or
discounted rates
1 4.8Yo
Parent Academy-training by City on using Parent
Portd
Expand City's Service Prtnsship program that
partn€rs community agencies 1 4.8o/o
Cornmunity/Fanily Events 4 19.0%
Provide information technology support 3 14.3o/o
lndepend€nt Evaluation d school progrars 3 14.3Yo
Parent Workshop/Other educational programs for
parents
Extracunicular after-schod actMties, such as:
drama/theater, cornpetitions, chorus, robotics,
coding etc.,
13 6t.9%
Nurse lnitiative to bring a Health Connect Suite to
North Beach Elem€ntay, Treasura lsland
Elementary, and Bay Harbor K.8 Center
2 9.SYo
Licensed Clinical Social Worker(LCSW) fc
beharioral mental health services for all publlc
sch@ls in Miami Beach
5 23.8Yo
lmprove youth €Maraness of healthy eating and
cooking classes 3 14.30/"
Middle school and K-8 after-school prograrns 3 14.30
Tutoring and ACT/SAT/PERT prep materials 6 28.604
Reading and Math tutors during and after-schod 6 28.6yo
Elementary Teaching Assistant grades K-1 1 4.8o/o
Miami Beach ),outh program that addresses youth
drug provention 6 28.6Yo
Educational guidance and cdl€ge application
assislance 2 9.lYo
snznsr rrucK enm
ELIUUAI IUN_ENHANUEMtsN I TJKIUI{I IZAI IUN Page:J
lmproved Student Achievement
ln relation to lmproved StudentAchievement, please rank the following in order of importance from 1 to 7, where 1 is
most important to you and 7 is least important to you:
Enhancement # of Responses % Ranking Most lmportant
School Safety
ln relation to School Safety, please rank the following in order of importance from 1 to 7, where 1 is most important to
you and 7 is least important to you:
Enhancement # of Responses % Ranking Most lmportant
lnternational BaccalauredqlB) program-Diplorna
(grades 9-1 2 ), Middle Years(grades 6-8), Primary
Y€ars(grade K-5)
I 42.gyo
Additimal Voluntary Pre-Kindergarten (VPK)
options for eligible puth in Miami Beach 3 143%
Dual Enrollmont class options at Miarni Beach
Senior High, Nautilus Middle School, and Fienberg
Fisher K-8 Centor for 8th-'12th graders, for both
college and high schod credit, at no c6t to
studfft
6 28.6Yo
Student lntemship Progrrn for Miani Beach
Senior High studentrs in mrious City offices 3 14.30h
Reduce counseling toacher student ratios 1 4.9Yo
Resources for ESE sUdents/programs 4 19.Oo/"
Weekend student tutorial program wiparticipation
incentires and snacks 4 '19.0olo
School patrd liaisms officers d Elementary, K-8,
and Middle Schoob in Miarni B€eh 9 42.9o/o
Anti-Defamatim League (ADL) No Place for Hate
Program in all public schods in Miami Beach 4 19.Oo/"
Training opportunities for schod security at public
schods in Miami Beach 4.8o/o
Truancy prevsntion programs 4.8o/o
Provide bus trilsportation fa students living within
2-miles of hmp schod 3 14.3o/o
Provide additimal security guards 6 28.60/o
Provide intem€t sdety classes 2 9.SYo
ELrUL:/\l IUN ENHANUE TIEN t _t Xtut{t tZAl l(Jt{
TechnologyAccu
ln rddsr b Tecfinology AcoEEE, pleaee rank the followlng in oder of importancc frqn 1 to 4, ufiere 't is mod impoftmt
to pu and 4ls lea$ important to yar:
Enhancamcnt # ol Rcponrer % Ranklng tlost lmportant
F'TWlfI a r9.0x
Dbcoinbd collu.ltr qr$mr{ fr rtudetr 6 2atr
fcAmegyilrhgtrdrdrbh I i.u
Pror<b ffirn&r Etnobgu(ID appat b
pGtfa rchmh a re.0*
ELJUUAI IUN-ENHANUEMEN I-PHIOHI IZAI IUN
fuIIAMIBEACH
O MrAMr BEA.H EDU.ATT.N ENHANCEMENT pRroRrrzATroN suRVE'
Treasure lsland Elementary
Teacher Recruitm enURetention
ln relation to Teacher RecruitmenURetention, please rank the following in order of importance from 1 to 5, where 1 is
most important to you and 5 is least important to you.
Enhancement # of Responses % Ranking Most lmportant
Enhanced Communication of Educational and Community Events
In relation to Enhanced Communication of Educational and Community Events, please rank the following in order of
importance from 1 to 8, where 1 is most important to you and 8 is least important to you:
Enhancement # of Responses % Ranking Most lmportant
Yage:',1
lncentives for teacher r€cruitment and retention
including tickets to events, parking discounts,
housing subsidies, and recruitment webpage
5 45.5o/o
Supptrt Nautllus Middle with recruitrneflt of
substitute teachers 3 273%
Professional DewlopmenVTraining for teachers
(lntemational Baccdaur6ato (lB))2 18.2o/o
Publish teacher accornplishments 2 18.2o/o
Rate my teacher/professor 2 18.2o/o
Speaker's Bureau with the Miami Beach Chamber
for schods to access list of guest speakers for
youth career days
MB Magazine Next Generation column 2 18.2Vo
Communication via MBTV-Miami Beach's
gorcrnment channe{9.104
Student Annual Expo to highlight youth
achievements and all school pr€rams 5 54.SYo
Agenda Books/Planners for students 1 9.1Yo
Collaborate on legislative agendas I 9.1o/o
City of Miami Beach official website education
page
,|9.104
Miami Beach Parent Program to help
parents/guardians be invd\,ed in child's educatiofl 5 45.5o/"
EIJUUAI IUN_ENIIANUEMEN I-PRIURI IZI\I IUN
Family/Parental !nvolvement in Education/Community Business Engagement
ln relation to FamilyiParental lnvolvement in Education/Community Business Engagement, please rank the following in
order of importance from 1 to 9, where 1 is most important to you and 9 is least important to you:
Enhancement # of Responses % Ranking Most lmportant
Enhanced Student Health and Well-being
ln relation to Enhanced Student Health and Wdl-being, please rank the following in order of importance from 1 to 9,
where 1 is most important to you and 9 is least important to you:
Enhancement # of Responses % Ranking Most lmportant
ARTventure Program for public arts awareness in
Miami B€ch
Access for MB youth to the golf course, Flarningo
Park, and other City o,vned facilities free and/or
discounted rates
3 27.3o/o
ParentAcdemy-training by City on using Parent
Portd
Epand City's Service Patnership program that
partners cornmunity agencies
,|9.1%
Cornmunity/Fanily Events 1 9.1o/o
Provide information technology support ,|9.1Yo
lndependent Evaluation cf school programs 3 27.3o/"
Parent Workshop/Oth€r educational programs for
parents
Etrracunicular after-schod activities, such as I
drama/th€ater, cornpetitims, chorus, robotics,
coding etc.,
7 63.6%
Nurse lnitiative to bring a Health Connect Suite to
North Beach Elementay, Treasure lsland
Elernentary, and Bay Harbor K€ Center
5 45.50/"
Licensed Clinical Social Worker(LCSW ) fc
behavioral mental health s€rvices for all public
schmls in Miami Beach
2 18.2Yo
lmprove youth awareness cf healthy eating and
cooking classes 3 27.30h
Middle school and K-8 after-school programs 2 18.2o/o
Tutoring and ACT/SAT/PERT prep matedds 9.|Yo
Reading and Math tutors during and after-sch@l 2 18.2Yo
Elementary Teaching Assistant grades K-1 10.0olo
Miami Beach yorJth program that addresses youth
drug prevention 2 18.20/o
Educational guidance and college application
assistance 9.1o/o
<nanclrlMG aih
EL,IUUAIIUN-ENHANUEMEN I-PRIURIIZAIIUN HAgE:J
lmproved Student Achievement
ln relation to lmproved StudentAchievement, please rank the following in orderof importance from 1 to 7, where 1 is
most important to you and 7 is least important to you:
Enhancement # of Responses % Ranking Most lmportant
School Safety
ln relation to School Safety, please rank the following in order of importance from 1 to 7, where 1 is most important to
you and 7 is least important to you:
Enhancement # of Responses % Ranking Most lmportant
lnternational Baccalaurede(lB) program-Diplorna
(grades 9- 1 2), Midd le Years(grades 6-8), Primary
Years(grdes K-5)
6 il.5o/o
Additimal Voluntary Pre-Klndergarten (VPK)
options for eligible youth in Miani Beach 3 27.30/,
Dual Enrollment class options at Miami Beach
Seflior High, Nautilus Middle School, and Fienberg
Fisher K-8 Center ftr 8th-12th graders, for both
college and high schod credit, at no co6t to
studglt
2 18.2o/o
Student lntemship Progran for Miani Beach
Senior High students in \arious City offices
Reduce counseling teach€r student ratios 1 9.',tYo
Reso:rces for ESE students/programs 9.1Yo
Weekend student tutoriai program w/participation
incentives and snacks 1 9.1o/o
School patrd liaisons officers at Elementary, K-8,
and Middle Schools in Miami Beach o 54.5o/o
Anti-Defamatim Loague (ADL) No Place for Hate
Program in all public sch@ls in Miami Beach 1 9.1o/o
Training opportuniti€s for schod security at public
schmls in Miami Beach 1 9.1o/o
Truancy prevention programs 1 9.1Yo
Provide bus transportation fa students living within
2-miles of home schod 4 36.4%
Provide additional security guards 2 18.20/"
Provide internet sdety classes 2 18.20/"
tsUUU./\I IUN_ENHAAIUEI'EN I-TKluXI IZAI IU6'
Technology Acc..r
ln ralatim b Tecfindory Accoss, please rank the followirp in order of lmportance frqn 1 to 4, nlrere 1 is mod important
to you and 4 is lead important to yor:
Enhancemcnt # of Responrcr % Ranking f,oct lmpoilant
FrWi-Fi 3 zr.fr
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RESOLUTION NO1 2016-29355
A RESOLUTIO}.I OF THE MAYOR AND dITY COMMISSION OF THECITY OF illIAilII BEACH, FLORIDA, ACCEPNHG THE
RECOMMENDATION OF THE FINANCE Al,lD CITYWIDE PROJECTS
COITTIIITTEE TC PURSUE }IEW GARAGE DEVELOPi'IENT
INITIATIVES IHCLUDING THE INCORPORATIO}.I OF WORKFORCE
HOUSING
WHEREAS, Walker Pa*ing Consultants conducted a Citywide padcing demand
analysis, including the identification of certain municipal parking lots that would serve
wel! for the development of garages; and
WHEREAS, there are several initiatives, at varying levels of progress, to expand
the City's parking garage inventory which include:
(1) Request for Proposals No. 201&009-ME, seeking proposals from parties
interested in partnering with the City to develop public parking garages
within the City of Miami Beach.
{2t development of standalone City projects to:a. promote behavior modification to encourage use of off-street
parking versus on-street parking to reduce traffic congestion; andb. provide an option for a dedicated path for streetcarllight rail in
certain conidors.(3) interest expressed by private parties in developing sites as public-private
developments along northern West Avenue; and
WHEREAS, subsequent to these initiatives, the Mayor and City Commission has
given direction to pursue workforce housing options in parking expansion projects; and
WHEREAS, on March 18, 2016, the Administration provided parking status
updates to the Finance and Citytride Projec'ts Commiftee and approved the following
recommendations:
1. pursue workforce housing in new parking garage projects concentrating on;
a. Municipal Parking Lot P55, located at 2660 Collins Avenue (including a
concept design that reduces the impact on neighbors);
b. Municipal Parking Lot P23 and P24, located at 1623 and 1671 West
Avenue, (respectively, as a Crty stand-alone project orwith a developer);
c. Municipal Parking Lot P13, located at 1000 Washington Avenue;
2. garages should have a liner with retail or possibly art studios on the first level,
3. provide consideration for increased height up to 75 feet, contingent upon the
neighborhood;
4. design new garages with flexibility to be converted to workforce housing in the
long terrn, if pad<ing demand declines.
HOW, THEREFORE, BE IT DULY RESOLVED BY THE i,IAYOR AND CITY
COitii$SION OF THE CITY OF f,tlAill BEACH, FLORIDA, that the Mayor and City
Commission hereby accept the recommendation of the Finance and Cityuvide Projects
Committee to pursue new garage development initiatives including the incorporation of
wod<force housing.
PAssED AllD ADOPTED this ti dav of Aori I 2016.
APPROVED AS TO.
FORM & I.ANGUAGE
& FOR EXECtfil$'l
3-zt- tL
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Dote
JLItt/KGB/SF
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fr"4e
Title:
lntendsd Outcoma
Ensure Comprehensive Mobility Addressing All Modes Throughcut The City.
Supporting Data {Surveys, EnvironmentalScan, etc.}: Miami Beach Customer Survey
indicates 74a/o of restdents and7?o/o of husinesses rate the availability of parking across the
City as too little or much too little. Availability of parking was one of the changes residents
identified to make Miami Beach a better to live. work or plav.
Item S ummawlRecommendation:
Walker Parking Consultants conducted a citywide parking demand analysis, including the
identification of certain municipal ,arking lots that would serve well for the development of
garages. Subsequently, there are several initiatives, at varying levels of progress, to expand the
Cit/s parking garage inventory, these include: lssuance of an RFP for the Development of
Parking Garages within the City; Development of standalone City projects to promote behavior
modification to encourage use of off-street parking versus on-street parking to reduce traffic
congestion and provide an option for a dedicated path for streetcar/light rail in certain conidors.
Also, private entities have expressed interest in developing sites either as joint development or
P3 projects along northern West Avenue. Subsequent to these initiatives, the Mayor and
Commission has given direction to purcue workforce housing options. The aforementioned RFP
for Development of Parking Garages and development of city surface parking lots to garages
predatad this direction to include workforce housing in parking expansion projects. Henceforth,
the Adminislration will review each projec{ and provide recommendations for workforce housing
where it would be most suitable. The Finance Committee metioned and approved the following
recommendation: Pursue Workforce Housing in new parking garages! concentrating on
Municipal Parking Lot P55, located at 2660 Collins Avenue, including a concept design that
reduces the impact on neighbors; Municipal Parking Lot P23 and P24, located at 1623 and 1671
West Avenue, respectively, as a Cily standalone project or with a developer; and Municipal
Parking Lot P13, located at 1000 Washington Avenue. The recommendation further states,
garages should have a liner with neighbofiood retail or art studios on the first level: provide
consideration for increased height up to 75 feet, contingent upon the neighborhood; and design
new garages with flexibility to be converted to workforce housing in the long term, if parking
demand declines Additionally, the Administration recommends workforce housing be a turnkey
operation and awardedto private sector expertise through a competitive procurement prccess.
Admini*tration Reconimendation : Adopt the Resolution.
Financial lnformation:
Source of
Funds:
Amount Account
I
2
3
OBPI Total
Financial Imoect Summarv:
COMMISSION ITEM SUMMARY
A Resolution of the Mayor and City Commission of the City of Miami Beach, Florida, accepting
the Recommendation of the Finance and Citywide Prolects Commlttee to pursue new garage
development initiatives; indude workforce housing that may require certain conditions, height
variances; and design with the ability to be converted to workforce housing in the future, if
parking demand declines.
AGEriroA net 47 OMIAMIBEACHo,f/'c v-t3-{L
MIAMIBEACH
C:rt, "t lAiomi tcoch, I 700 Convention Ccnlsr Drive, Miomi Beoch, Florido 33 I 3?. www,miomibeochfl.gov
OMAAI MEMORANDUM
TO: Mayor Philip Levine and the City
FROM: Jimmy L. Morales, City Manager
DATE: April 13,2016
SUBJECT: A RESOLUTIOI.I OF THE tUA AND CITY COiiMISSION OF THE CITY OF
ililAtut BEACH, FLORIDA,THE RECOiIIMENDATION OF THE
FINANCE AND CITYWIDE PROJECTS COITIiiITTEE TO PUR8UE NEt't'
GARAGE DEVELOPUENT INITIATIVES; INCLUDE WORKFORCE HOUSING
THAT II,AY REQUIRE CERTAIN CONDITIONS, HEIGHT VARIANCES; AND
DESIGN I'VITH THE ABILITY TO BE CONVERTED TO YI'ORKFORCE HOUSING
Itl THE FUTURE,lF PARKING DEilIAND DECLINES.
BACKGROUN.D
As you may recall, Walker Parking Consultants conducted a cityuride parking demand
analy$i$, including the identification of certain municipal pa*ing lots that would serve well for
the development of garages. Subsequently, there are several initiatives, at varying levels of
progress, to expand the City's parking garage inventory, these include:
(1) lssuance of an RFP for the Development of Parking Garages rrvithin the City.
{21 Development of siandalone City projects to:a. Promote behavior modification to encourage use of off'street parking
versu$ on-street parking to reduce trafiic congestion andb. Provide an option for a dedicated path for streetcar/light rail in certain
corridors.(3) Private entities have expressed interest in developing sites either as joint
development or P3 projects along northem West Avenue.
Subsequent to lhese initiatives, the Mayor and Commission has given directicn to pursue
workforce housing options. The aforementioned RFP for Development of Parking Garages
and development of city surface parking lote to garages predated this direction to include
workforce housing in parking expansion projects. Henceforth, the Administration will review
each projed and provide recommendations for workforce housing where it would be most
suitable.
Fll'lArrlcE SOiilUITTEE RECOMilENDATIONS
The Finance Committee motioned and approved the following recommendation:
1. Pursue Workforce Housing in new parkifig garages, concentrating on:
a. Municipal Parking Lot P55, located al 2660 Collins Avenue, including a
concept design that reduces the impact on neighbors.
b. Municipal Parking Lot P23 and P24, located at 1623 and 1671 WestAvenue,
respectively, as a City standalone project or with a developer.
c. Municipal Parking Lot P13, located at 1000 Washington Avenue.
2. Garages should have a linerwith neighborhood retail or art studios on the first level.
April13,2016 City Commission Memo
Accept Recommendation FCWPC New Oarages &Warkforce Housing
Page 2 of 5
3. Provide consideration for increased height up to 75 feet, contingent upon the
neighborhood.
4. Design new garages with flexibility to be converted to workforce housing in the
long term, if pa*ing demand declines
Additionally, the Administration recommends workforce housing be a turnkey operation and
awarded tc private sector expertise through a competitive procurement process.
ANALYSIS
On March 18, 2016, the Finance and Citywide Pr*jects Committee (FCWPC) discussed ltem
Nos. 208, 238, 263, and277|. The following are updates foreach item, some of which were
derived from the Walker Parking Analysis; aforementioned RFP process, and interest
expressed by private entities.
Item No. 208 - Parking Demand AnalysislWalker Parking
On September 22,2015, LTC 383-2015 was issued and the referenced parking demand
analysis, in its entireg, including a Supplemental Report is available online. The
Supplemental Report contains the following updated information:
r Removal of privaie parking utilization contained in the initial report,. Parking rate analysis and recommended strategies.. Conceptual parking struclure laycuts for various city owned metered parking lots.
The following locations were ldentified in the Walker Parking analysis for potential Parking
Garage Expansion. Staff has evaluated these locations and worked with the Planning
Department to evaluate coJocating workforce housing on those sites:
Location SpaceslLevels Warkforce Housinq Status
City Parking Lot No.
P13.1000 Wash Ave
270 spaces
3levels
Medium See City Standalone
below
City Parking Lot No.
P16,1262 Collins Ave
150 spaces
3levels
Low See City Standalone
below
City Pa*ing Lot No.
P55. 2660 Collins Ave
400 spaces
4levels
High See City Standalone
below
City Parking Lot P63,
42nd sUR. Palm Ave
525 spaces
3levels
Medium See City Standalone
below
930 Washington Ave
Prop LLC/RF 930
Washinqton Ave LLC
247 tolal spaces
145 City spaces
Net +121 soaces
Low See RFP to Develop
Garages below
Tenanova 830 W. 42*
Street
123 spaces on 2
levels or 188
spaces on 3levels
Low See RFP to Develop
Garages below
City Parking Lot P23
1623 West Ave
238 spaces
3levels
High PotentialJV/P3
Cig Parking Lot P24
1671 WestAve
NIA High PotentialJV/P3
RFP for the Develooment of Parkino Garages within the Citv:
Aprit 13,2A16 City Commission Memo
Accept Recommendation FCWPC New Ganges &WorWorce Hausing
Page 3 of 5
The following two proposals were received through the RFP process and were approved by
the City Commission to proceed to Phase Il (term sheetlfinancialproposal).
Washington Properties, LLC and RF 930 Washington, LLC
1. Washington Properties, LLC and RF 930 Washington, LLC, the 'Developef
proposed a joint development of Municipal Parting Lot No. P12, containing 24
parking $paces, located at 900 Washington Avenue and the adjacent property,
located at 930 Washington Avenue, currently a bank with a drive.thru teller facility
and small parking lot. The Developer proposes a 145 room hotelthat would serve
as liner building lo a 247 space parking garage. Of the 247 spaces, 145 are
proposed to be'City'cwned public padcing spaces, increasing parking availability by
121 spaces. The balance, 102 spaces, are required parking for retail and hotel
accessory use.
2. Terranova Corporation
Ienanova Corporation, the 'Developer" proposed a joint developmentof Municipal
Parking Lot No. P62, located at the southeast corner of West 42n0 Street and
Jefferson Avenue, containing 30 parking spaces and the adjacent property, located
at 830 West 42i6 Street, currently a private parking lot owned and serving the
Terranova office building. The Developer proposesa parking garagewith either 123
spaces on two levels or 188 spaces on three levels, compared to 30 parking spaces
in the existing City lot, results in an increase of 93 to 158 total spaces. ln either
alternative, Terranova requires 40 spaces in the immediate term and not to exceed
60 spaces in the longer term. The balance of the parking spaces would be City
owned public parking spaces, increasing parking availability between 53 and 118
parking spaces, contingent upon the alternative selected and potential future
demand by Terranova.
Citv Standalone Proiects:
The following projects were approved as part of the FY 2015/16 Capital Budget and FY
2015t16 -FY 2020t21 Adopted ClP.e Conversion of Municipal Parking Lot No. P13, located at 1000 Washington Avenue
to a garage.. Conversion of Municipal Parking Lot No. P16, located a|1262 Collins Avenue to a
garage,. Expansion of an existing garage at 12n Street and Drexel Avenue (Police Station).
The CIP (Capital lmprovement Projects) Department is actively moving these projects
fon*ard by developing design and feasibility.
Please note private entities have expressed interest in developing two sites either as joint
development or P3 projects along northern West Avenue that may serve as .intercept'
garages from the Venetian Causeway. Please note further that the sale, exchange,
ionvlyance or lease of ten years or longer of properties between 16h Street and 17h Street
shall require approval by a majority vote of the voters in a City-wide referendum, pursuant to
the City of Miami Beach Charter.
,4pfl 13,2il6 Crty Commission Memo
Accept Recommendatian FCWPC New Aarages &Wad<torce Housing
Page 4 of 5
lntermodal/lntercept Garaqes
The City's Transportation Depafiment is evaluating potential location for an intermodal/
intercept garages that would ideally be located at one of the gateway points to the City in
order to intercept vehicles and reduce traffic volume on City streets. The City is looking at
sites at the l-195lJulia Tuttle Causeway interchange; vicinity of Alton Road and 5e $treet:
and vicinity of the Venetian Causeway.
lf a location at one of the gateway points of the City is not attainable, a potential site is the
combined pare,els of Municipal Parking Lot No. P63, located on 42nd Street and Royal Palm
Avenue and the 42nd Street G a.age immediately east of the aforementioned parking lot. This
locaUon has some issues to oyercome as it is several blocks inland from l-195/Julia Tuttle
Causeway and it is immediately adjacent to the Orchard Park neighborhood, Clearly, the
latterwould require resident input and some levelof treatmentto bufferthe neighborhood.
Ofier Potential Proposals
Please note private entities have expressed interest in developing two sites either as joint
development or P3 projects along norihern West Avenue that rnay serye as "intercepf
garages from the Venetian Gauserray. Please further note the sale, exchange, conveyance
or lease of ten years or longer of propertiar between 16s Street and 17th Street shall require
approval by a majority vote of the voters in a City-wide referendum, pursuant to the City of
MiamiBeach Charter.
Itsm No. 238 - Discus*ion regarding a public private partnership for a two-story
parking strscture to be eracted over bofi city parking Lot P62 and a pfivate parking
loi on 42nd street, betwesn Jefferson Avenue and teridian Avenue.
Terranova Corporation has submitted this project as a proposal in response to the
aforementioned RFP for the Development of Par*ing Garages. Oa Wednesday, March 9,
2016, the Mayor and Commission discussed ltem No. R7H, entitled, "Accept
Recommendation, Develop Public Parking Garages within the Citf. The Mayor and
Commission approved the item which enables this proposal (and Washington Properties
LLC/RF 930 Washington Avenue, LLC proposal) to proceed from Phase I (qualifications) to
Phase ll (term EheeUfinancial proposal).
lbm No. 263 - Discussion regarding the construction of a parking garege atthe 27th
Street and Collins Avenue parking lot
The Walker Parking Analysis identified this metered surface parking lot as one that could be
developed in order to address parking demand in the Collins Avenue/lndian Creek conidor.
The City controls its own destiny and may pursue development of this property on a
standalone basis without seeking any joint venfure partnership. Therefore, itwas excluded
from the aforementioned RFP proce$s. Thia site would provide much needed parking relief
in an area that has experienced unprecedented growth in the last severalyears.
Item No. 277 - Discussion regarding a potential public-privaG pailnership with 1234
Partnerc, Ltd. for a parking garago on the 1200 block of Washington Avenue.
lnitial discussions with the Developer were unsuccessful as lhe terms vvere not acceptable to
either par$. There was a potential opportunity to receive a development proposal through
the aforementioned RFP for Development of Parking Garages; however, this was not the
case.
April13,2016 City Commissian Memo
Accept Recommendation FGWPC New Garages &Workforce Housing
Page 5 of 5
Proiect Funding
As you know, a component of last year's parking rate increase is to fund parking garage
expansion, citywide. This increase, coupled with otherfunding sources, withtheexception of
RDA (Redevelopment Agency) funds, may be funding source for these prcjects; however,
these sources are finite. The Administration will be seeking guidance in the prioritization of
projects for these limited funding sources.
CONGLUSION
The FCWPC recomrnended having the Administration pursue workforce housing in new
parking garages, concentrating on Municipal Parking Lot P55, located at 2660 Collins
Avenue, including a concept design that reducesihe impacl on neighbors; Municipal Parking
Lot P23 andP?4,located at 1623 and 1671 West Avenue, respeclively, with as a City
standalone project or with a developer; and Municipal Pa*ing Lot P13, located at 1000
Washington Avenue.
Additionally, garages should have a liner with neighborhood retail or art studios on the first
level; provide consideration for increased height up to 75 feet, contingent upon the
neighborhood; and design new garages with flexibility to be converted to workforce housing
in the long term, if parking demand declines, Furthermore, the Administration recommends
workforce housing be a tumkey operation and awarded to private seclor expertise through a
competitive procurement process.
.,r*,hrrs
T:\AG EN DA\20 1 6\April\RecommendationFCWPCGarageWFH04 1 3201 6. cme.doc
AFFORDABLE HOUSING UNIT SIZE AND PARKING REQUIREMENTS
ORDINANCE NO.
AN ORDINANCE OF THE MAYOR AND CIry COMMISSION OF THE CITYOF MIAMI BEACH, FLORIDA, AMENDING THE CITY'S LAND
DEVELOPMENT REGULATIONS; BY AMENDING GHAPTER 58,..HOUSING," BY ESTABLISHING ARTICLE V, "HOUSING FOR LOW
AND/OR MODERATE INCOME ELDERLY PERSONS"; PROV|DING
CODIFICATION; BY AMENDING CHAPTER 114, ,'GENERAI:
pRovlsloNs," AT sEcTloN 114-1,,,DEFINITIONS," TO ESTABLTSH By
REFERENGE TO CHAPTER 58, "HOUSING" DEFINITIONS FOR NON-
ELDERLY AND ELDERLY LOW AND MODER^ATE INCOME HOUSING; BY
AMENDTNG CHAPTER 130, ,,OFF-STREET PARKING," AT SECTTON 130.
32, "OFF.STREET PARKING REQUIREMENTS FOR PARKING DISTRICT
NO. 1," AND SECTTON 130-33, ,,OFF-STREET PARKING REQUIREMENTS
FOR PARKING DISTRICTS NOS .2,3, 4, 5,6, AND 7." By AMENDING THE
PARKING REQUIREMENTS FOR LOW AND/OR MODERATE INCOME
NON.ELDERLYAND ELDERLY PERSONS; BYAMENDING CHAPTER 142,
"zoNlNG DtsTRlcTS AND REGULATIONS," ARTICLE [, ,'DISTRIGT
REGULATIONS," DIVISION 3, "RESIDENTIAL MULTIFAMILY
DISTRICTS," SUBDIVISION II, "RM-l RESIDENTIAL MULTIFAMILY LOW
|NTENSITY," SUBDIVISION lV, "RM-2 RESTDENTTAL MULT|FAMILY,
MEDIUM INTENSITY," SUBDIVISION V. ..RM.3 RESIDENTIAL
MULTIFAMILY, HIGH INTENSITY," DIVISION 4. "CD.1 COMMERCIAL,
LOW INTENSITY DISTRICT," DIVISION 5.*CD.z COMMERCIAL, MEDIUM
INTENSITY DISTRICT," DIVISION 6. "CD.3 COMMERGIAL, HIGH
tNTENSITY DISTRICT," DIVISION 13, *MXE MIXED USE ENTERTAINMENT
DlsTRlcT," DlvlsloN 18, ,,ps PERFoRMANCE STANDARD DISTRICT,"
DIVISION 20, "TC NORTH BEACH TOWN CENTER DISTRICTS," BY
STRIKING ALL REFERENCE TO SECTION 142.1183 ENTITLED "UNIT
SIZE" AND CREATING NEW MINIMUM AND AVERAGE APARTMENT UNIT
SIZES FOR NON.ELDERLY AND ELDERLY LOW AND MODERATE
INCOME HOUSING; BY AMENDING ARTICLE lV, "SUPPLEMENTARY
DtsTRlcT REGULAT|ONS," By AMENDING D|VISION 6, ,,HOUSING FOR
LOW AND/OR MODERATE INCOME ELDERLY PERSONS," BY STRIKINGTHIS DIVISION; PROVIDING CODIFICATION; REPEALER;
SEVERABILITY; AND AN EFFECTIVE DATE.
WHEREAS, it is necessary to review development regulations from time to time and adapt
those regulations to changing needs; and
WHEREAS, there is a need to further facilitate and provide for clean, secure and dignified
housing for low and/or moderate income elderly and non-elderly persons ; and
WHEREAS, the City seeks to increase the supply of both low-income and moderate-
income housing; and
WHEREAS, Chapter 130 of the Land Development Regulations of the City Code contains
various provisions related to off-street parking ; and
! ot2l
WHEREAS, the City proposes to eliminate requirements that mandate a minimum number
of parking spaces for new housing Development, or to limit the amount of parking; and
WHEREAS, there is no good reason for the government to force the private market to
produce parking spaces for every housing unit built, when there are locations with high-quality
transit, which could incentive public transportation, and as such, the City seeks to set maximum
parking requirements that limit how much parking each unit can have; and
WHEREAS, the proposed regulations would further facilitate new construction or
rehabilitated housing units for low and/or moderate income housing for elderly and non-elderly
persons by reducing the parking requirements; and
WHEREAS, these proposed regulations will not affect the general health, safety and
welfare of the residents of the City; and
NOW THEREFORE BE IT ORDAINED BY THE MAYOR AND CITY COMMISSION OF
THE CITY OF MIAMI BEAGH, FLORIDA:
SECTION 1. Chapter 58, "Housing," Article V, "Housing for Low and/or moderate income non
elderly and elderly persons," is hereby established as follows:
Article V. - Housinq for Low and/or moderate income non elderlv and elderlv persons
DIVISION 1. . GENERALLY
Sec.58-400. - Purpose.
The purpose of this diy-ision is to create definitions and mandatorv requirements for new
construction or rehabilitation of housins units for low and/or moderate income elderlv and non-
elderly persons in order to facilitate and provide for clean, secure and diqnified housinq.
Sec. 58-401. - Definitions.
The followinq words. terms and phrases. when used in this division. shall have the
meaninqs ascribed to them in this section. except where the context clearlv indicates a different
meanino:
E/derlyperson means a person who is at least 62 vears of aqe.
Non-e/derly person is a person vrlho is of leqal aqe but less than 62 vears of aqe.
E/derlv household.means a one- or two-oerson household in which the head of the
household or spouse is at least 62 vears of aqe.
Non-e/derlv household is a one- or two-person household in which the head of the
household or spouse is of leoal aqe but less than 62 vears of aoe.
2of 2l
o
Housinq for low and/or moderate income elderlv is nothomes or instilutions for the aqed.
which are primarilv assisted living facilities. convalescent or nursinq homes.
Low rncome means households whose incomes do not exceed 50 percent of the median
income for the area as determined by the U.S. Department of Housinq and Urban Development.
Moderafe income means households whose incomes are between 51 percent and 80
percent of the median income for the area as determined bv the U.S. Deoartment of Housinq
and Urban Development.
Sec. 58-403. - Mandatorv criteria.
Developments qualifyinq for the minimum and averaqe unit size for non-elderlv and elderlv low
and moderate income housinq shall meet all,of the followino mandatorv criteria:
(1) The development shall be publiclv owned or nonprofit sponsored and owned. or
developed bv for-profit orqanizations utilizinq public funds.
(2) The applicant shall submit written certification from the corespondino state or federal
aqencv in charqe of the prooram.
(3) At the time of development review. the propertv owner shall submit a statement of intent
to construct housinq for low and/or mgderate income non-elderlv and elderlv persons in
accordance with this section.
(4) A covenant runninq with the Land restrictins the use of the propertv for housinq for low
and/or moderate'income non-elderlv and elderlv persons for a period of no less than 30
vears shall be executed bv the owner of the propertv. approved as to form and content
by the citv attornev. recorded in the public records of Miami-Dade Countv and shall be
submitted priorto the issuance of a buildino permit. The declarations within the covenant
are not severable. lf a subsequent iudicial determination invalidates the aqe restriction.
or the covenant. the citv shall not issue a certificate of use and occupancv for a new use
until the propertv owner satisfies the then applicable unit size requlations under this
Code.
(5) Should the property chanqe from housinq for low and moderate income non-elderlv and
elderlv persons durinq the covenant period or thereafter. the propertv shall complv with
all applicable development reoulations existinq at the time of the proposed chanqe,
includino. but not limited to. minimum and averaqe unit sizes and parkinq requirements.
SECTION 2. Section 11+1, "Definitions", is amended as follows:
Non-elderlv and elderlv low and moderate income housino. shall be as defined in Chapter
58. Article V. * * *
SECTION 3. Section 130-32, "Off-street parking requirements for parking district no. 1", is
amended as follows:
3 of21,
Except as othenrise provided in these land development regulations, when any building
or structure is erected or altered in parking district no. 1, accessory off-street parking spaces
shall be provided for the building, structure or additional floor area as follows:
(6A) Housing for low and/or moderate income non-elderly and elderly persons, as
defined in Chapter 58, Article V=Ferfi*r
@
Ne+ e/deCypersen is a perserFwhe is ef legal ag€ but less thar 62 years ef age,
the heuseheld er speuse is ef legal age but less thar 62 years ef age,
whieh are primarily assis*ed livrng faeilities; eenvaleseent+r nursing hemes"
median-ineeme fer the area as determine4 hy the U,S= Depa"trnent ef Heusing and
@
Mederafe ireeze means heusehelds whese ineernes are between 51 pereent and
80 pereent ef the median ineeme rer the area as determined by the U.S=Department
Parl<ingrrequirements fer heusing fer lew and/er mederate ineerne nen elderly and
"ld.rtp*
&5 Zero (0) parking space per dwelling unit for elderly housing.
b. {..ee The parkinq rqouirements shall be the same as specified in section 130-
32 (6). above. or 0.5 parkinq spaces per unit. whichever is less. per dwelling
unit ef 800 square feet er less for non-elderly low and/or moderate income
housing. Units larger than 800 square feet shall meet the required parking aspr+vid Notwithstandinq the above. when
an existinq buildinq is renovated and the number of units is increased. orwhen
units are added on a lot with an existinq buildinq that is retained and renovated.
there shall be no parkinq reouirement for the newlv constructed units. and
existinq buildinqs shall be exemot from the reouirements of section 118-395
(bl. Repair and/or rehabiliktion of nonconforminq buildinqs and uses.
c. For the purposes of this section only, housing for low and/or moderate income
non-elderly and elderly persons shall be publicly owned or nonprofit sponsored
and owned, or developed by for-profit organizations, utilizinq public funds.
d. The applicant shall submit written certification from the corresponding state or
federal agency in charge of the program.
4of 21
e' OtFstreet parlting; pursuart te thi+ seetien, shall be permitted enly after a
rng
eeupants, tne pref
ins
pa+kingt
A covenant running with the land restricting the use of the property for housing
for low and/or moderate income non-elderly and elderly persons for a period
of no less than 30 years shall be executed by the owner of the property,
approved as to form by the city attorney, recorded in the public records of the
county and shall be submitted prior to the issuance of a building permit. The
declarations within the covenant are not severable. lf a subsequent judicial
determination invalidates the age restriction in this section, or the covenant,
the city shall not issue a certificate of use and occupancy for a new use until
the property owner satisfies the then applicable parking requirements under
this Code. The property owner may satisfy the parking requirements by
actually providing the additional parking spaces or by reducing the number of
residential units. However, a property owner shall not be able to satisfy the
parking requirements by the payment of a fee in lieu of providing parking. At
the time of development review, the property owner shall submit a statement
of intent to construct housing for low and/or moderate income non-elderly and
elderly persons in accordance with this section
g. After approval of the decrease in parking spaces, the premises shall not be
used other than as housing for the non-elderly and elderly persons unless and
until any parking requirements and all other requirements or limitations of this
Code for the district involved and applying to the new use shall have been met.
SECTION 4. Section 130-33, "Off-street parking requirements for parking districts nos. 2, 3, 4,
5, 6, and 7.", is amended as follows:
Except as othenrvise provided in these land development regulations, when any building or
structure is erected or altered in parking districts nos. 2, 3, 4 and 5 accessory off-street parking
spaces shall be provided for the building, structure or additional floor area as follows. There shall
be no off-street parking requirement for uses*in this parking*district except forthose listed below:
(1A) Housing for low and/or moderate income non-elderly and elderlypersons,-as dgflned inchapter SS. Article v of the citv code: Fer ^urpese' o initiens
shaltapp+f
gal age buil€-s th
5of27
Nen .e/derU hesseheld means a ene er twe persen heuseheld in whieh the head ef
the heuseheld er speuse is ef]egal age but les+than 62 years ef age,
Hessing fer fhe e/derlj'shal net be eenstrued as hemes er-jnstitutiens fer+he aged,
whieh are prrmarily assisted living faeilitiesreenvaleseent er nursing hemes,
@
Mederafe if€eme means heusehelds whese ineemes are betweer 51 pereent and
Parking requirements fer heusing fer lew and'er mederate ineeme nen-elderl).and
eUertfpersens=
a. 0-5 Zero (0) parking space per dwelling unit for elderly housing.
b. 4$O The parkinq requirements shall be the same as specified in section 130-
32 (6) above or 0.5 parkino spaces per unit. whichever is less. per dwellingunit@fornon-elderly!owand/ormoderateincome
housing. Units larger than 800 square feet shall meeLthe required parking as
Notwithstandinq the above. when
an existinq buildinq is renovated and the number of units is increased. or when
units are added on a lot with an existinq buildinq that is retained and renovated.
. there shall be no parkinq requirement for the newlv constructed units. and
existing buildinqs shall be exempt from the requirements of section 118-395
(b\. Repair and/or rehabilitation of nonconforminq buildinqs and uses.
c. For the purposes of this section only, housing for low and/or moderate income
non-elderly and elderly persons shall be publicly owned or nonprofit sponsored
and owned, or developed by for-profit organizations.
d. The applicant shall submit written certification from the corresponding state or
federal agency in charge of the program.
'finding by the plannirg direeter thatr in view ef the leeatien ef-sueh-heusing
. ing
the prepesed unit size ard likeliheed tl'at the eeeupants will have a need fer
pe*ing.
f. A covenant running with the land restricting the use of the property for housing
for low and/or moderate income non-elderly and elderly persons for a period
of no less than 30 years shall be executed by the owner of the property,
approved as to form by the city attorney, recorded in the public records of the
county and shall be submitted prior to the issuance of a building permit. The. declarations within the covenant are not severable. lf a subsequent judicial
a
6 of21:
determination invalidates the age restriction in this section, or the covenant,
the city shall not issue a certificate of use and occupancy for a new use until
the property owner satisfies the then applicable parking requirements under
this code. The property owner may satisfy the parking requirements by
actually providing the additional parking spaces or by reducing the number of
residential units. However, a property owner shall not be able to satisfy the
parking requirements by the payment of a fee in lieu of providing parking. At
the time of development review, the property owner shall submit a statement
of intent to construct housing for low and/or moderate income non-elderly and
elderly persons in accordance with this section.
g. After approval of the decrease in parking spaces, the premises shall not be
used other than as housing for the non-elderly and elderly persons unless and
until any parking requirements and all other requirements or limitations of this
Code for the district involved and applying to the new use shall have been met.
SECTION 5, Chapter142. "Zoning Districts and Regulations," Article lt, "District Regulations,"
Division 3, "Residential Multifamily Districts," Subdivision ll, "RM-1 Residential Multifamily Low
lntensity'' is hereby amended as follows:
Sec. 1 42-155. Development regulations and area requirements.
(b) The lot area, lot width, unit size and building height requirements for the RM-l
residential multifamily, low density district are as follows:
Minimum
-ot Area
Square:eet)
-ot
/Vidth
lFeet)
Minimum
Jnit Size
.Square Feet)
{verage
Jnit Size
pquare Feet)
l\ilaximum
Building
Height
iFeet)
Vlaximum
{umber
rf Stories
5,600 50
New construction-S50
Non-elderly and elderly low and
moderate income housing6€e+seetien
+4211AA-400
Rehabilitated buildings-4O0
Hotelunits:
15%:300-335
85%:335+:or contributing hotel structures, located
ruithin an individual historic site, a local
ristoric district or a national register
Jistrict, which are renovated in
lccordance with the Secretary of the
nterior Standards and Guidelines forthe
lehabilitation of Historic Structures as
tmended, retaining the existing room
:onfiguration and sizes of at least 200
;quare feet shall be permitted.
\dditionally, the existing room
:onfigurations for the above described
ptelstructures mav be modified to
\lew construction-8OO
tlon-elderly and elderly
ow and moderate income
rousing:Seepeetien
14*418349
lehabilitated buildings-
t50
Historic
district-40
Flamingo Parl
!ocal Historic
District-35
(except as
rrovided in
rection 142-
r 161)
)therwise-
i0
-listoric
Jistrict--4
:lamingo Park
-ocalHistoric
)istrict-3
(except as
rrovided in
rcction 142-
r161)
)therwise-5
7 of27
rddress applicable life-safety and
rccessibility regulations, provided the
200 square feet minimum unit size is
naintained, and provided the maximum
)ccupancy per hotel room does not
lxceed 4 persons.
SECTION 6. Chapter142, "Zoning Districts and Regulations," Article ll, "District Regulations,"
Division 3, "Residential Multifamily Districts," Subdivision lV, 'RM-2 Residential Multifamily,
Medium lntensity'' is hereby amended as follows:
Sec.142-217. - Area requirements.
The area requirements in the RM-2 residential multifamily, medium intensity district are as
follows:
[4inimun
Lot Area
(Square
Feet)
ulinimur
Lot
widrh
(Feet)
Minimum
Unit Size
(Square Feet)
Average
Unit Size
(Square Feet)
Maximum
Building
Height
(Feet)
Maximum
Number
of Stories
u,000 50
New construction-S50
Non-elderly and elderly low and
moderate income housings€€€#€tien1W_400'
Rehabilitated buildings-4O0
Hotel units:
15%:300-335
85%:335+
For contributing hotel structures,
ocated within an individual historic site,
a local historic district or a national
egister district, which are renovated in
accordance with the Secretary of the
nterior Standards and Guidelines for
ihe Rehabilitation of Historic Structures
rs amended, retaining the existing
oom configuration and sizes of at least
200 square feet shall be permifted.
{dditionally, the existing room
:onfigurations for the above descdbe'd
rotel structures may be modified to
rddress applicable life-safety and
accessibili$ regulations, provided the
200 square feet minimum unit size is
naintained, and provided the maximum
)ccupancy per hotel room does not
rxceed 4 persons.
New
:onstruction--{00
Non-elderly and
rlderly low and
moderate income
rousing+See
r€€ti€,q-{4z{{€g
400
Rehabilitated
tuildings-550
{otelunits-N/A
Historic district-
50 (except as
provided in section
142-1161)
Area bounded by
lndian Creek Dr.,
Collins Ave., 26th
St., and 44th St.-
75
Area fronting west
side of Collins
Ne. btwn.76th St,
and 79th St.-75
Area ftonting west
side of Alton Rd.
cetween Arthur
3odfrey Rd. and
ff.34th st.-85
)therwis+60
-ots fronting
3iscayne Bay less
han 45,000 sq.
t.-100
-ots fronting
3iscayne Bay over
[5,000 sq. ft.-140
-ots fonting
\tlantic Ocean
>ver 100,000 sq.
t.-140
-ots fronting
\tlantic Ocean
uith a properly line
uithin 250 feet of
Historic district-S
(except'as
provided in section
142-1161)
Area bounded by
lndian Creek Dr.,
Collins Ave., 26th
St., and 44th St.-
3
Area fonting west
side of Alton Rd.
oetween Arthur
Godfrey Rd. and
/v. 34th st.-8
Area fronting west
side of Collins
Ave. btwn.76th St.
and 79th St.-8
f,thenntis+6
-ots ftonting
3iscayne Bay less
han 45,000 sq.
t.-11
-ots fronting
3iscayne Bay over
15,000 sq. ft.-15
-ots fonting
\tlantic Ocean
rver 100,000 sq.
t.-15
-ots fronting
\tlantic Ocean
uith a property line
rvithin 250 feet of
8 of27
tlorth Shore Open
ipace Park
3oundary-200
\orth Shore Open
Space parking
3oundary-21
SECTION 7. Chapter142, "Zoning Districts and Regulations," Article ll, "District Regulations,"
Division 3, "ResidentialMultifamily Districts," Subdivision V, "RM-3 Residential Multifamily, High
lntensity''is hereby amended as follows:
Sec. 142-246. Development regulations and area requirements.
(b) The lot area, lot width, unit size and building height requirements for the RM-3
residential multifamily, low density district are as follows:
Minimum
Unit Size
(Square Feet)
Average
Unit Size
(Square Feet)
Maximum
Building
Height
(Feet)
Maximum
Number
of Stories
Lot Area
(Square
Feet)
Lot
width
(Feet)
7,000 50
New construction-S50
Non-elderly and elderly low and
moderate income housing+See
ee€tionj42-fi€g-4@
Rehabilitated buildings-40O
Hotelunits:
15%:300-335
85%:335+
For contributing hotel structures,
Iocated within an individual historic
site, a local historic district or a
national register district, which are
renovated in accordance with the
Secretary of the lnterior Standards
and Guidelines for the Rehabilitation
cf Historic Structures as amended,
retaining the existing room
oonfiguration and sizes of at least 200
square feet shall be permitted.
{dditionally, the existing room
:onfigurations for the above described
rctel structures may be modified to
rddress applicable life-safety and
rccessibility regulations, provided the
200 square feet minimum unitsize is
naintained, and provided the
naximum occupancy per hotel room
Joes not exceed 4 persons.
),lew
:onstruction-8O0
tlon-elderly and
rlderly low and
noderate incorne
rousingr€ee
re€tie+142-1{€g
toq
lehabilitated
luildings-550
lotelunits-NlA
150
Oceanfront lots-200
Architectural dist.: New
sonstruction-120;
ground floor additions
[whether attached or
letached) to existing
structures on oceanftont
ots-50 (except as
crovided in section 142-
r161)
16
Oceanfront
lot*22
Architectural
dist.: New
construction-
13; ground
iloor additions
iwhether
attached or
Jetached) to
:xisting
structures on
rceanfront
ots-€
jexcept as
rrovided in
rection 142-
r 161)
9 of?l
SECTION 8. Chapterl4 2, "ZoningDistricts and Regul"tiin.," Article ll, "District Regulations,"
Division 4,"CD-I Commercial, Low lntensity District" is hereby amended as follows:
Sec. 142-276. Development regulations.
The development regulations in the CD-1 commercial, low intensity district are as follows:
SECTION 9. Chapterl42, "Zoning Districts and Regulations," Article tl, "District Regulations,"
Division 5, "CD-2 Commercial, Medium lntensity District" is hereby amended as foltows:
Sec. 142-306. Development regulations.
The devetopment regutations in the CD-2 commercial, medium intensity district are as
follows:
ylaximun
Floor
Area
Ratio
Minimum
Lot Area
(Square
Feet)
Minimum
LotWidth
(Feet)
Minimum Apartment
Unit Size
(Square Feet)
Average Apartmenl
Unit Size
(Square Feet)
Maximum
Building
Height
(Feet)
Maximum
Number
of Stories
t.0
Commercial
-None
Residential
-5,600
Commercial
-None
Residential
-50
3ommercial-N/A
\ew construction-
i50
lehabilitated
luildings-400
tlon-elderly and
:ldedy low and
noderate income
rousingiSe+seetie
u2118e-400.
{otelunit:
15%:300-335
85o/o:335+
Sommercial-N/A
New construction-
300
lehabilitated
ruildings-S50
tlon-elderly and
ilderly low and
noderate income
rcusingr€ee
;€,etio#42-+1€3
100
{otelunits-N/A
40 (except as
provided in section
142-11611
4 (except as
rrovided in
secfion 142-
r161)
Maximun
FIoor
Area
Ratio
Minimum
Lot Area
(Square
Feet)
Minimum
LotWidth
(Feet)
Minimum Apartment
Unit Size
(Square Feet)
Average Apartmen
Unit Size
(Square Feet)
Maximum
Building
Height
(Feet)
Maximum
Number
of Stories
t.5 Commercial
-None
Commercial
-None
Sommercial-N/A
lew construction-
t50
lehabilitated
ruildings-400
tlon-elderly and
3ommercial-N/A
lew construction-
300
tehabilitated
luildings-550
tlon-elderly and
50 (except as
rrovided in section
t42-1161).
5 (except as
rrovided in
;ection 142-
r161)
70 of2t
Residential
-7,000
Residential
-50
lelderly low and
lmoderate income
lhousing:€ee+eetientt+z ttg*<oo.
lHotet unit-
I tsy",goo-ggs
I asoZo: sss*
For contributing hote
lstructures, located
fuvithin an individual
inistoric site, a local
historic district or a
national register
district, which are
being renovated in
accordance with the
Secretary ofthe
lnterior Standards
and Guidelines for
the Rehabilitation of
Historic Structures
as amended,
retaining the existing
room configuration
shall be permifted,
provided all rooms
are a minimum of
200 square feet.
Additionally, existing
room configurations
for the above
described hotel
structures may be
modifled to address
applicable life-safety
and accessibili$
regulations, provided
the 200 square feet
minimum unit size is
maintained, and
provided the
maximum occupancy
per hotel room does
not exceed 4
0ersons.
elderly low and
moderate income
housing:€ee
s€6tie++424€3
400
Hotelunits-N/A
lSelf-storage
[arehouse - 40
[eet, except that the
building height shal
be limited to 25 feel
within 50 feet from
fihe rear properly
line for lots abufting
an alley; and within
60 feet from a
residential district
for blocks with no
alley
Mixed-use and
commercial
buildings that
include structured
parking for
properties on the
west side of Alton
Road from 6th
Street to Collins
Canal - 60 feet.
lSelf-storage
warehouse: 4
SECTION 10. Qhapter142, Zoning Districts and Regulations," Article ll, "District Regulations,"
Division 6, "CD-3 Commercial, High lntensity Districf is hereby amended as follows:
Sec. 142-337. Development regula'tions and area requirements.
*
LLof 2t
(c) The lot area, lot width, unit size and building height requirements for the CD-3
commercial, high intensity district are as follows:
Minimum
LotArea
(Square
Feet)
Minimum
Lot Width
(Feet)
Minimum Apartment
Unit Size
(Square Feet)
Average
Apartment
Unit Size
(Square Feet)
Maximum
Building
Height
(Feet)
Maximum
Number
of Stories
Commercial
-None
Residential
-7,000
Commercial
-None
Residential
-50
Sommercial-N/A
New construction-
550
Rehabilitated
ouildings-400
Non-elderly and
elderly low and
moderate income
nousing:€e+seetien
M2-448&:!09. Hotel
unit:
15%:300-335
85%:335+
For contributing hotel
structures, located
ruithin an individual
historic site, a local
:istoric district or a
national register
listrict, which are
being renovated in
accordance with the
Secretary ofthe
lnterior $tandards anc
Guidelines for the
Rehabilitation of
Historic Structures as
amended, retaining
lhe existing room
:onfiguration shall be
termifted, provided all
ooms are a minimum
rf200 square feet.
\dditionally, existing
:oom conflgurations
ior the above
lescribed hotel
structures may be
nodified to address
rpplicable life-safety
rnd accessibility
egulations, provided
he 200 square feet
nlnimum unit size is
naintained, and
rrovided the
naximum occupancy
rer hotel room does
rot exceed 4 persons.
lommercidl-N/A
tlew
:onstruction-8O0
tehabilitated
luildingr550
tlon-elderly and
llderly low and
noderate income
rousing;€ee
i€€ti€f,J42-#-eg,
1@
{otelunits-NlA
Z5 feet.
Lots within the
rrchitectural district:
i0 feet.
Lots fronting on 17tt
Street 80 feet.
City CenterArea
ibounded by Drexel
ryenue., 16th Street,
3ollins Avenue and
:he south properly
ine of those lots
ronting on the south
side of Lincoln
load): 100 feet.
Notwithstanding the
bregoing
equirement for City
Senter Area, the
bllowing additional
;hallapply:
The height for lots
ronting on Lincoln
load and 16th
Street between
)rexel Avenue and
A/ashington Avenue
rre limited to 50 feet
br the first 50' of lot
Iepth.
The height for lots
tonting on Drexel
Nenue is limited to
i0 feet forthe first
l5' of lot depth
except as provided
n section 142-1161).
I stories.
Lots within the
agricultural
Jistrict 5
stories.
Lots fronting on
lTth Street 7
*ories.
City Center
\rea {bounded
ry Drexel
Nenue,l6th
Street, Colllns
Nenue and the
:outh property
ine of those lots
ronting on the
;outh side of
-incoln Road):
ll stories,
;ubject to the
rpplicable
reight
estrictions
except as
lrovided in
rcction 142-
r 161).
!2of 27
SECTION 11. Chapterl42, "Zoning Districts and Regulations," Article ll, "District Regulations,"
Division 13, 'MXE Mixed Use Entertainment District," is hereby amended as follows:
Sec. 142-545. Development regulations.
The development regulations in the MXE mixed use entertainment district are as follows:
SECTION 12. Chapter142, "Zoning Districts and Regulations," Article ll, "District Regulations,"
Dlvision 18, "PS Performance standard District," is herebyamended asfollows:
Sec. 142-696. Residential Performance Standard Area Requirements.
The residential performance standard area requirements are as follows:
Vlaximun
Ftoor
Area
Ratio
Minimum
Lot Area
(Square
Feet)
Minimum
LotWidth
(Feet)
Minimum Apartment
Unit Size
(Square Feet)
{verage Apartment
Unit Size
(Square Feet)
Maximum
Building
Height
(Feet)
Maximum
Number
of Stories
clt
JSES-
2.0
ixcept
:onventio
t hotel
levelopm
;nt (as
;et forth
n section
142-
]41F3.5
N/A N/A
Existing structures:
Apartment units-
400
Non-elderlv and
elderlv low and
moderate income
rousinq-400.
Hotelunits-in a
ocal historic
JistricUsite-200
Otherwise:
157o:300-335
85%:335+
{ew construction:
Apartment units-
t50
Hotelunits:
15%:300-335
85%:335+
Existing structures:
Apartment
unit+-550
Hotelunits-N/A
New construction:
Apartment
units-S00
Hotelunits-N/A
Non-elderlv and
rlderly low and
noderate income
rousinq-400.
Architectural
Jistrict:
Oceanfront-150
Non-oceanfront-
50 (except as
rrovided in section
142-1161)
{ll other areas-7S
iexcept as provided
n section 142'
r161)
Architectural
district:
Oceanfront-1(
Non-
oceanftont-S
(except as
provided in
section 142-
1161)
All other areas-
3 (except as
provided in
section 142-
1 161)
Residential Subdistricts
Performonce Standard R.PS7 R.PSz R-P53 R-PS4
Minimum lot area 5,750 square feet 5,750 square feet 5,750 square feet 5,750 square feet
t3 of27
Minimum lot width 50 feet 50 feet 50 feet 50 feet
Required open space
ratio
0.6O See section
L42-704
0.55, See section
142-704
0.7O See section
t42-704
0.70, See section
L42-704
Maximum building
height*
45 feet
Lots 50 feet wide
or less-4O feet
45 feet
Lots 50 feet wide
or less-4O feet
50 feet
Lots 50 feet wide.
or less-4O feet
Nonoceanfront-80
feet;
Oceanfront-100
fee!
Lots 50 feet wide or
less-4O feet
Maximum number of
stories
5
Lots 50 feet wide
or less-4
5
Lots 50 feet wide
or les$-4
5
Lots 50 feet wide
or less-4
Nonoceanfront-8
Oceanfront-11
Lots 50 feet wide or
less-4
ln the Ocean Beach
Historic District-7
Maximum floor area
ratio 1.25 1.50 t.75 2.O
Minimum floor area
per apartment unit
(square feet*-exeept
a+pr€Yid€+iFse€tion
4a,HJ"8g+eFeld€fly
and lew and mederate
in€om€-norcld€rly
h€+rsin6
New
construction-
700
Rehabilitated
buildings-400
Non-elderlv and
elderlv low and
moderate income
New
construction-
650
Rehabilitated
buildings-400
Non-elderlv and
elderlv low and
moderate income
New
construction-
600
Rehabilitated
buildings-400
Non-elderlv and
elderlv low and
New construction-
550
Rehabilitated
buildings-400
Non-elderlv and
elderlv low and
moderate income
housine-400.hnrrcino-ZOO moderate income
housine-400.housine-400.
Minimum average
floor area per
apartment unit
(square feetle<eept
asfr€vide+ime€tien
f.qHJ.$Asr+ld€r{y
New
construction-.
900
Rehabilitated
buildings-550
New
construction-
900
Rehabilitated
buildings-550
New
construction-
850
Rehabilitated
buildings-550
New construction-
800
Rehabilitated
buildings-550
Non-elderlv an4
elderlv low and
a
o
o
t4of2L
ffi
in€€me+en-eld€rly
housing
Non-elderlv and
elderlv low and
moderate income
Non-elderlv and
elderlv low and
moderate income
Non-elderlv and
elderlv low and
moderate income
moderate income
housins-400.
housine-400.housine-400.housing-400.
Minimum floor area
per hotel unit (square
feet)
N/A N/A
tSo/o = 300-335
square feet
85% = 335+
square feet
t1Yo = 300-335
square feet
85%o = 335+ square
feet
Minimum parking Pursuant to chapter 130 and section t42-705 requirement.
Minimum off-street
loading Pursuant to chapter 130, article lll.
Signs Pursuant to chapter 138.
Suites hotel Pursuant to article lV, division 3 of this chapter.
Sec. 142-698. - Commercial performance standard area requirements.
(b) The commercial performance standard area requirements are as follows:
Commercial Subdistricts
Performance
Standard
C-PS1 C-PS2 c-Ps3 c-Ps4
Minimum lot
area 6,000 square feet 6,000 square feet 6,000 square feet 6,000 square feet
Minimum lot
width 50 feet 50 feet 50 feet 50 feet
Maximum
building
height
40 feet; 75 feet
for the Block 51
Properties, the
Block 51Swap
50 feet-East of
Lenox Avenue
75 feet-West of
Lenox Avenue
Non-oceanfront-80 feet
Oceanfront-10O feet 150
15 of 21
Property, Block 52
Properties, and
Block 1 Properties
Maximum
number of
stories
4;8for the Block
51 Properties, the
Block 51 Swap
Property, Block 52
Properties; Block 1
Properties
5-East of Lenox
Avenue
7-West of Lenox
Avenue
Non-oceanfront-8
Oceanfront-11
16
Maximum
floor area
ratio
1.0; 1.5 for the
Block 51
Properties and
Block 52
Properties, and
2.Ofor the Block 1
Properties
2.0 2.5 2.5
Residential
and/or hotel
development
Pursuant to all R-
PS2 district
regulations,
except maximum
building height for
residential and
mixed use
bulldings shall be
75 feet
Pursuant to all R-
PS3 district
regulations,
except maximum
building height ior
residential and
mixed use
buildings shall be
75 feet
Pu'rsuant to all'R-PS4
district regulations except
maximum floor area ratio
shall be 2.5; on the
Goodman Terrace and
Hinson Parcels, the FAR
shall be that necessary to
achieve 305,500 sq. ft.
(estimated at 3.2 FAR), 30
stories and 300 ft. height
maximum forthe
Goodman Terrace and
Hinson Parcels, and open
space ratio 0.60 measured
at or above grade
Pursuant to all R-
PS4 district
regulations, except
maximum floor
area ratio shall be
2.5, and open
space ratio 0.60
measured at or
above grade
Minimum
apartment
unit size
(square feet)
New
construction-650
Rehabilitated
buildings-400
New
construction-600
Rehabilitated
buildings-400
New construction-S5O
Rehabilitated buildings-'
400
New
construction-550
Rehabilitated
buildings-400
o
o
o
t6 of2t
Non-elderlv and
elderlv low and
Non-elderlv and
elderlv low and
Non-elderlv and elderlv
low and moderate income
Non-elderlv and
elderlv low and
moderate income moderate income housine-400.moderate income
housine-400.housins-400.housine-400.
Average
apartment
unit size
(square feet)
New
construction-900
Rehabilitated
buildings-550
Non-elderlv and
elderlv low and
New
construction-850
Rehabilitated
buildings-550
Non-elderlv and
elderlv low and
New construction-800
Rehabilitated buildings-
550
Non-elderlv and elderlv
low and moderate income
New
construction-800
Rehabilitated
buildings-550
Non-elderlv and
elderlv low and
moderate income moderate income housine-400.moderate income
housine-400.housine-400.housins-400.
Minimum floor area per hotel unit
(square feet)
tS%o = 300-335 square fee! 85% = 335 + square feet in all
districts.
Minimum parking requirements Pursuant to chapter 130 and section L42-7OZ requirement.
Minimum off-street loading Pursuant to chapter 130.
Signs Pursuant to chapter 138.
***
Sec.142-701. - Residential limited mixed use performance standards.
Residential limited mixed use performance standards shall be as follows:
Mixed Subdistricts
Performance Standard RM-PS1
Minimum site area 120,000
Minimum site width 350 feet
Required open space ratio 0.60
Maximum building height 60 feet above ground or above enclosed parking
t7 of2l
Maximum number of stories 6 stories above ground or above enclosed parking
Maximum floor area ratio 1.5
Minimum floor area per apartment unit
(square feet)
600
Non-elderlv and elderlv low and moderate income
housins-400.
Minimum average floor area per apartment
unit (square feet)
1,000
Non-elderlv anelelderlv low and moderate income
housine-400.
Minimum floor area per hotel unit (square
' feet)N/A
Minimum parking Pursuant to chapter 130 and subsection L42-706(c)
requirement herein
Minimum off-street loading Pursuant to chapter 13O article lV
Signs Pursuant to chapter 138.:
Suites hotel N/A
SECTION {3. Chapterl42, "Zoning Districts and Regulations," Article ll, "District Regulations,"
Division 20,"TC North Beach Town Center Districts," is hereby amended as follows:
Eec. 1 42-737. - Development regulations.
(a) The development regulations in the TC-1, TG2 and TC-3 town center districts are as follows:
District Minimum Lot
Area
Minimum Lot
width
Minimum Apartment
Unit Size (square feet)
Average Apartment Unit
Size (square feet)
TC-1Town
Center Core
Commercial-
None
Commercial-
None
Commercial-N/A Commercial-N/A
tSof 2l
TC-2 Town
Center Mixed-
use
Residential-
6,250 sq. ft.
Residential-
50 feet New construction-550 New Construction-800
TC-3 Town
Center
Residential
Office
Rehabilitated building-
400
Reha bilitated building-
No minimum
eUeAfneus+nfSee
Seet+en-142.+I8g
-Non-elderlv and elderlv
eHe+h*eus+ng-See
se€tie+142-+133
-Non:elderlv a nd elderlylow and mnder:tc
income housins-400.low and moderate
income housins-400.
Hotel units
15%:300-335
85%:335+
Hotelunits-N/A
SECTION 14. Chapterl42,"Zoning Districts and Regulations," Article lV, "supplementary District
Regulations," Division 6, "Housing for low and/or moderate income non-elderly and elderly
persons," is hereby amended as follows:
DIVIslON-s. HOUSING-FOR tgw AND/OR MODERATtr INEOME NON E' DERTY ANDffi
Sec. 142-1181 - 142-1184. Reserved.
@
ineeme etOerty an+n
elderly persens in erder te faeilitate and-rrevide fer elearr seeure and dignified heusing,
5ee'{42.4182'. De{initftrn+
The felbwing werds
Aiferen+-meanin*
E/derUpersen rnears a persen whe-is at least-6?years ef age,
79 of27
E/derly hessehe/.d means a ene er twe persen+euseheld in whiehthe head ef the
heuseheld er speuse is at least 62 years ef age.
Nen elderU hessehe/d is a ene er twe persen h€useheld in whieh the head ef+he
heuseheld er speuse is ef legal age but less than 62 years ef age,
whieh are prirnarily assisted living:faeilitieq eenvaleseent er rursing hemes,
ian
ineeme fer the area as determinedby the U,S, Departmentef Heusing and Urban
Beve+epmen+
Mederafe ineeme means heusehelds whese ineernes are between 51 pereent and 80
percent ef the medl ing
@
SeeJ42-4{€3F- {Jnilsiz*
ize
fer rehabilitated buildings fer this 9pe ef develeprrent shall be 100 square feet ir all
multifamily and eemmeretal distriets, Neneenfermtng buildings shall eemply with the
regulatiens set ferth in seetien 118 395;-Repair and/er renevatien-ef neneenferning buildings
ien
S€€J4r-44€4"- Uanaa+eryeriteri+
Develeprnent+qualifylng fer the minin'lun and average unit€ize under this dlvisien shall
ia;
(1) The develepment-shall be publiely ervned e'nenprefit spensered and ewned, er
(3) At the tim+ef develeprnent reviewrthe pre^erty ewner shall submit+state-nent ef
intent te eenst'uet heusing fer lew and'er mederate ireerne nen elderly and elderly
Bersen+iffiien=
( l) A eevenant runningrwith tFe land 'estrieting the use ef the pre^erty fer heusing fer lew
rieg eFn€ less than
rm ana
d in the publie reeerds ef,Miami Dade Geunty and
shall be submitted prier te the issuanee ef a building perrrit, The deelaratiens within
tl'e eevenant are net severable, lf a suhsequent judreial detenninatien inrclidates the
age restrietien; er the eevenant; the eib' shall net issue a eertifieab ef use and
ize@
(5) SheC*the preperty ehange frem heusirg fe'lew and mederate ireeme nen eldeCy
and elderly persens durirg the eevenanfpe'ied er thereafter, the.preperty shail eernFly
20 of27
with all applieable deve.lepment regulatiens existing at-the time ef the prepesed
ehange; ineluding;-but net limite$te; minirnum and average unit+izes and paC<ing
requirements=
SECTION 15. REPEALER.
All ordinances or parts of ordinances and all section and parts of sections in conflict
herewith are hereby repealed.
sEcTloN I 6. COptFTCATTON.
It is the intention of the City Commission, and it is hereby ordained,'that the provisions of
this Ordinance shall become and be made part of the Code of the City of Miami Beach, as
amended; that the sections of this Ordinance may be re-numbered or re-lettered to accomplish
such intention; and that the word "ordinance" may be changed to "section" or other appropriate
word.
SECTION 17. SEVERABILITY.
lf any section, subsection, clause or provision of this Ordinance is held invalid, the
remainder shall not be affected by such invalidity.
SECTION 18. EFFECTIVE DATE.
This Ordinance shall take effect ten days following adoption.
PASSED AND ADOPTED this 18th day of October 2017.
ATTEST:
W
Rafael Granado, City Clerk
First Reading/Transmittal: July 26, 2017
Second Reading/Adoption: October 18, 2017
Verified By:
Thomas R. Mooney, AICP
Planning Director
Underline = new language
S+Xe+nreush = deleted language
(Sponsored by Commissioner John
Malakoff)
Elizabeth Alem6n; Co-sponsored by Commissioner Joy
T:\AGENDA\201n10 - October\Planning\AFFORDABLE HOUSING Parklng and Unit Size - Second Readlng ORD.docx
2Lof 2L
o WORKFORCE AND AFFORDABLE HOUSING - COMPREHENSIVE PLAN
AMENDMENTS
ORDINANCE NO.
AN ORDINANCE AMENDING THE GITY OF MI.AMI BEACH YEAR
2025 COMPREHENSIVE PLAN, BY AMENDING CHAPTER 1,
ENTITLED ..FUTURE LAND USE ELEMENT;,, ..OBJEGTIVE 1: LAND
DEVELOPMENT REGULATIONS," TO ALLOW FOR INCREASED
DENSITYWITHIN CERTAIN FUTURE LAND USE GATEGORIES FOR
THE LIMITED PURPOSES OF PROVIDING AFFORDABLE HOUSING
AND WORKFORCE HOUSING PURPOSES AND TO ALLOW FOR
RESIDENTIAL USES IN THE "PARKING (P)" FUTURE LAND USE
CATEGORY; AMENDING CHAPTER 3, ENTITLED "HOUSING
ELEMENT," TO PROVIDE INCENTIVES FOR DEVELOPING
WORKFORCE AND AFFORDABLE HOUSING; GLARIFY POLICIES
RELATED TO WORKFORCE AND AFFORDABLE HOUSING;
AMENDING CHAPTER 6, ENTITLED "CONSERVATION/ COASTAL
ZONE MANAGEMENT ELEMENT," TO ALLOW FOR DENSITY
INCREASES IN ORDER TO INCENTIVIZE WORKFORCE ANDAFFORDABLE HOUSING PROJECTS/GONSTRUGTION;
PROVIDING FOR INGLUSION IN THE COMPREHENSIVE PLAN;
TRANSMITTAL; REPEALER; SEVERABILITY; AND AN EFFECTIVE
DATE.
WHEREAS, the City of Miami Bedch desires to create a program to promote the
co,nstruction of housing affordable to households with incomes at or below 14O% of the
area-wide median income; and
WHEREAS, 51 percent of the City households are paying more than 30 percent
of their income towards housing; and
WHEREAS, 20 percent of all homeowners on Miami Beach are paying 30 percent
to 49.9 percent of their household income for housing; and
WHEREAS, 26 percent of all renters are paying 30 percent to 49.0 percent of their
household income for housing; and , .
WHEREAS, 29 percent of all renters are paying 50 percent or more of their
household income for housing; and
WHEREAS, the construction of workforce housing is intended to: (1) allow
households with incomes at or below 140% of the area-wide median income io have
greater housing choices in the City; (2) increase the availability of housing in the Cityfor
public employees and other workers whose income cannot support tfre hign coit of
housing that is located close to their workplace and who, as a resutt, are inireasingly
priced out of housing opportunities; (3) assist City employers in reducing critical laOor
Page 1 of9
shortages of skilled and semi- skilled workers by providing housing that will be accessible
to the worke/s workplaces; and (4) reduce traffic congestion by shortening commute
distances for employees who work in the City but who othenryise would live elsewhere
and encouraging more employees to live in the city, rather than commute in; and
WHEREAS, the single most important step the City can take to make housing cost
less for most people is to change city land development regulations to allow more
atfordable and workforce housing to be built, which means increasing the allowable
building heights and densities, in places that are within a reasonable walking distance of
transit; and
WHEREAS, there are often market barriers to the construction of housing; and
WHEREAS, in an eflort to support both affordable, low income and worKorce
housing, the City seeks to increase the density limits in certain multi-family residential,
mixed use, commercial, performance standard, and town center districts in order to be
able to enable such housing opportunities; and
WHEREAS, the City seeks to change the rules to allow new housing to be built,
and the private sector will do the rest. lf this de facto supply constraint is removed, it
should be possible to increase the supply to the point where people with average-paying.
jobs can afford to buy or rent homes without public subsidy; and
WHEREAS, the amendments set forth below are necessary to accomplish all of
the above objectives.
NOW, THEREFORE, BE IT ORDAINED BY THE MAYOR AND CIry
COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA:
SECTION 1. The following amendments to the City's 2025 Comprehensive Plan Future
Land Use Element are hereby adopted:
GHAPTER 1
FUTURE LAND USE ELEMENT
OBJECTIVE 1: LAND DEVELOPMENT REGULATTONS
Policy 1.2 The land development regulations which implementthis Comprehensive Ptan
shall, at a minimum, be based on and be consistent with s. 163.3202, F.S., and shatt
further be based on the following standards for land use category, tand use intensity and
land use:
Page 2 of 9
o
Pursuant to the procedures and limitations of the Land Development Requlations. the
maximum densitv of the underlvino future land use cateoorv mav be increased bv up to
80 percent bevond the allowable densitv in the undej.yinq future land use catesorv for
developments that incorporate workforce or affordable housinq units. The additional
density mav onlv be utilized for workforce or affordable housinq units.
***
Parking (P)
Purpose: to provide development opportunities for existing and new parking facilities.
Uses which may be permitted; Parking facilities and commercial ang[_reslg[en[lgluses
when located on frontage opposite a land use category that permits commercial use.
lntensity Limits: lntensity may be limited by such set back, height, floor area ratio and/or
other restrictions as the City Commission acting in a legislative capacity determines can
effectuate the purpose of this land use category and othenruise implement complementary
public policy. However, in no case shallthe intensity exceed a floor area ratio on 3.0.
***
SECTION 2. The following amendments to the City's 2025 Comprehensive Plan Housing
Element are hereby adopted:
GHAPTER 3
HOUSING ELEMENT
***
GOAL: Have available to accommodate the projected population of the Gity a
sufficient number of housing units in an adequate variety of types, sizes,
locations and cost ranges, within sound structures located in safe and
appropriate neighborhoods.
OBJEGTIVE 1= CREATION AND/OR PRESERVATION OF AFFORDABLE
HOUSING
Have available a minimum of 46S0O 6.800 housing units of workforce. affordabte by
low and moderate income households, and special need populations during the period
through 20302e2e. NOTE: The City of Miami Beach does not contain rurat property or
farmland, thus does not have a need for ruralorfarm-worker housing.
Policy 1.1 Due to the built-out conditions within Miami Beach, continue to emphasize
policies underObjective 5 designed to preserve and/or rehabilitate existing housing and
the re-use of historical structures as housing.
Page 3 of 9
Policy 1.2 Continue to pursue and utilize state and federal sources of funding which
can be used to assist in creating and/or preserving housing affordable to workforce
households. very lowto moderate-income households and for special need populations,
including State Housing lnitiatives Partnership (SHIP), CDBG, HOME, and NSP funds.
Policy 1.3 Cooperate with affordable housing developers' efforts to leverage Miami-
Dade County Surtax funds and other financial incentives for the provision of housing
affordable to workforce. very low to moderate- income households, including those with
special needs, in Miami Beach.
Policy 1.4 Direct available City and federal sources of funds toward mixed-income
housing projects to avoid over-concentration of low-income housing and for the
development of workforce housino
Policy 1.5 The City's Land Development Regulations and housing activities shall be
administered in accordance with Title Vlll of the Civil Rights Act of 1968 (Fair Housing
Act), as amended, the Florida Fair Housing Act, Chapter 760 F.S., and Section 62-88 of
the City of MiamiBeach Code of Ordinances.
Policy 1.6 The Planning Department, which includes zoning review, will continue to
streamline the housing approval and permitting process in coordination with the Building
Department through the expedited processing of permits for affordable a nd wo rkf o rce
housing projects. This incentive gives priority to designa+ed workforce or affordable
housing projects. as defined in the L igng when scheduling
Pre-Design Conferences with all relevant agencies. Also, when the plans are ready
for permitting, first priority is given to them.
Policy 1.7 Maintain the potable water, sanitary sewer, storm sewer, transportation, solid
waste, and recreation facilities above the level of service standards established in the
City's comprehensive plan in all areas of the City so that there will be no restrictions
due to inadequate infrastructure or public facilities on the location of housing for
workforce. low and moderate income families or any other category of housing.
Policv 1.8 Provide densitv increases for developments that incorporate workforce or
affordable housino units pursuant to the requlations and limitations in the Future Land
Use Element and the Land Development Reoulations.
Policy 2.5 Encourage preventative property maintenance and rehabilitation
methodologies rather than demolition in order to promote sustainability,yqkforcg, and
affordable housing through the preservation and adaptive re-use of historic structures.
OBJECTIVE 3: ADEQUATE SITES AND DISTRIBUTION OF HOUSING FOR VERY
Low To MODERATE-INGOME HOUSEHOLDS; AND ADEQUATE stTES FoR
Page 4 of 9
MOBILE AND MANUFACTURED HOMES.
Maintain a minimum of 40 percent of the City's land area that is designated so as
to permit residential uses (excluding rights-of-way) and 25 percent of the City's total
land area (excluding rights-of-way) as areas in which land use policies are either
@oencourage,ormitigatedtoallowfor,housingaffordabletovery
low to moderate-income families, as well as to workfurc .
Conserve the City's stock of single-family houses (attached and detached) by
maintaining a minimum of 35 percent of the City's total land area (excluding rights-
of- way) in zoning districts that permit only single-family houses uses.
Maintain a minimum of 30 percent of the City's total land area (excluding rights-of-
way) as areas in which manufactured housing is permitted.
Policy 3.1 The City shall mitigate zoning regulations such as reduced parking
requirements or shared parking in the case of a mixed use building that impede housing
atfordable to workforce. and very low to moderate-income families in all zoning districts
which permit multifamily housing, including multifamily residential, commercial and
overlay districts and retain the new multifamily districts, e.g. TH Townhome residential
and RO Residential Office.
Policy 3.2 The City's zoning map will provide that a minimum of 35 percent of the City's
total land area (excluding rights-of-way) will be zoned to permit only single-family
houses (attached and detached) recreationalfacilities and municipal uses.
Policy 3.3 Manufactured housing will be permitted in areas designated as "Single
Family Residential" on the adopted Future Land Use Mrp, provided they are
permanently anchored, meet the minimum floor area requirements, and satisfy all other
provisions contained in the City's land development regulations for areas designated
as "Single Family Residential" on the Future Land Use Map.
Policy 3.4 Continue to prohibit non-residential main permitted uses in RS, single-family
and RM, residential multi-family zoning districts in compliance with the provisions of s.
163.3202, F.S. to prevent conversion or redevelopment of residential structures to non-
residential uses.
Policy 3.5 Maintain the potable water, sanitary sewer, storm sewer, transportation, solid
waste and recreation facilities above the level of service standards established in the
lnfrastructure Element of the City's Comprehensive Plan in all areas of the City so that
there will be no restrictions due to inadequate infrastructure or public facilities on the
location of housing for workfo[ce. very lqrn4, to moderate-income families,
manufactured housing or any other category of housing.
Page 5 of9
OBJECTIVE 5: CONSERVATION, REHABILITATION OR DEMOLITION OF
HOUSING, INCLUDING IDENTIFICATION OF HISTORICALLY SIGNIFICANT
HOUSING
The City will continue to promote preservation or rehabilitation of housing, including
identification of historically significant housing and the re-use of historic structures as
housing.
Policy 5,1 Encourage preventative property maintenance and rehabilitation
methodologies rather than demolition in order to promote sustainability,__workforce
housins and affordable housing through the preservation and adaptive re-use of historic
structures.
Policy 5.2 Use all available legal means to compel demolition of dilapidated structures
as expeditiously as possible by complying with the Florida Building Code; the City's
Minimum Housing Standards; and the lntergovernmental Coordination Element (Dade
County Unsafe Structures Board).
Policy 5.3 Continue the incentives in the land development regulations that apply with
the provisions of s.163.3202, F.S. by encouraging the rehabilitation of residential
structures to prevent the unintended loss of housing units due to deteriorated conditions.
Policy 5.4 Enforce all minimum housing and structura! conditions codes to prevent the
unintended loss of housing units due to deteriorated conditions.
Policy 5.5 Continue to use state and federal funding sources such as the City's
SHIP, CDBG, HOME and NSP programs for rehabilitation of residential structures.
Policy 5.6 Cooperate with housing developers' efforts to leverage Miami-Dade County
Surtax funds and other financial incentives for the rehabilitation of residentiat housing
affordable to workforce. very low to moderate-income households in Miami Beach by
providing technical assistance as necessary.
Policy 5.7 Maintain the legal status of the City's Nationa! Register Historic Districts,
local historic districts, and individually designated historic sites and structures so that
owners of designated properties can benefit from the applicable federal and localtaxincentives. ,
Policy 5.8 Continue to provide incentives in the land development regulations, in
compliance with s.163.3202, F.5., that permitwithin the Historic Preservation Districts a
wide selection of accessory uses in residential buildings when the buitding being
renovated is a designated historic structure or is a structure contributing to the Historic
Preservation District.
Policy 5.9 Continue to provide incentives in the land development regulations, in
compliance with s.163.3202, F.S. that provide greater flexibility in meeiing parking
requirements in the Historic Preservation Districts when renovating designated
structures' and to provide workforce and low and moclerate ineome hnr rsina innanfirrac hv
Page 6 of9
providinq sreater flexibilitv in meetino parking requirements when associated with those
USES.
Policy 5.10 The City shall continue to use its guidelines and established policies to guide
appropriate restoration, rehabilitation and adaptive re-use of historically designated
properties.
Policy 5.11 The City shall continue to encourage the owners of historic single family
homes to have their homes historically designated by continuing the City's local Historic
Ad Valorem Tax Exemption for single family residences.
Policy 5.12 The City shall continue to encourage the retention of architecturally
significant single family homes built prior to 1942 by requiring that substantial alteration
or demolition of such homes shall obtain Design Review Board approval for all major
new construction of subject projects.
Policy 5.13 The City will provide resources available to ensure that all historically
significant residential structures continue to be identified.
OBJECTIVE 6: RELOCATION
Ensure that relocation services are provided to 100 percent of the persons who are
displaced as a result of activities funded by federal programs or due to a property being
declared inhabitable
Policy 6.1 The City shall comply wittr ail provisions of the Federal Uniform Retocation
Assistance and Real PropertyAcquisition Act of 1970 as amended, whenever required
byfederal or state law.
Policy 6.2 ln the event that an occupied building is declared unfit for human habitation
in accordance with the Cityof Miami BeachbMunieipal Citv Code, the City shall enforce
Section 58-362, as may be amended, to ensure residents' prompt relocation.
SECTION 3. The following amendments to the City's 2025 Comprehensive Plan
co nseruation/coastal zone Management Element are hereby adopted:
CHAPTER 6
CONS E RVATIO N/COASTAL ZON E MANAGEMENT E LEMENT
Page 7 of9
OBJECTIVE 9: DENSIry LIMITS
Direct population concentrations away from city-wide coastal high hazard area by
prohibiting residential density increases. except to incentl
housinq.
POLICY 9.2
The City shall approve no future land use plan map amendments that cumulatively
increase residential densities, except to incentivize workforce or affordable housinq.
Furthermore, the City shall continue to evaluate ways to further modify the Future Land
Use Map to reduce densities and intensities.
sEcTroN d REPEALER.
All Ordinances or parts of Ordinances in conflict herewith be and the same are
hereby repealed.
SECTION 5. SEVERABILITY.
lf any section, subsection, clause or provision of this Ordinance is held invalid, the
remainder shall not be affected by such invalidity.
sEcTroN 6. coprFrGATrgN.
It is the intention'of the City Cornmission that this Ordinance be entered into the
Comprehensive Plan, and it is hereby ordained that the sections of this Ordinance may
be renumbered or re-lettered to accomplish such intention; and that the word "ordinance"
may be changed.to "section" or other appropriate word. The Exhibits to this Ordinance
shall not be codified, but shall be kept on file with this Ordinance in the City Clerk's Office.
SECTION 7. TRANSMITTAL.
The Planning Director is hereby directed to transmit this ordinance to the
appropriate state, regional and county agencies as required by applicable law.
SECTION 8. EFFECTIVE DATE.
This ordinance shall take effect 31 days after the state land planning agency
notifies the City that the plan amendment package is complete pursuant to Section
1 63.31 84(3), Florida Statutes.
Page 8 of 9
O PASSED AND ADOPTED this 18th day of October 2017.
ATTEST:
Philip Levine, Mayor
Rafael Granado, City Clerk
First Readingffransmittal: July 26, 2017
Second Reading/Adoption: October 18, 2017
(Sponsored by Commissioner John Elizabeth Alemdn; Co-sponsored by Commissioner
Joy Malakoff)
TMGENDAUO1il10 - OctobeAPlanning\Affordabte and Workforce COMP PLAN Amendment - Second ReadingORD.docx
Page 9 of9
WORKFORCE HOUSING PARKING AND UNIT SIZE REQUIREMENTS
oRDIN.ANCE NO._
AN ORDINANCE OF THE MAYOR AND CIry COMMISSION OF THE CITY
OF MIAMI BEACH, FLORIDA, AMENDING SUBPART A - GENERAL
oRDINANCES, OF THE ctTY CODE, By AMENDTNG CHAPTER 58
',HOUS!NG", BY CREATING ARTICLE Vl, ENTITLED ',WORKFORCE
HOUSING;" SECTIONS 58-500 THROUGH 58-510; PROVIDING FOR
DEFINITIONS, AND INCENTIVES TO PROVIDE WORKFORGE HOUSING;
ELIGIBILITY FOR TENANCY, ENFORCEMENT, AND PENALTIES; BY
AMENDTNG CHAPTER 130,,,OFF-STREET PARKING," AT SECTTON 130.
32, "OFF.STREET PARKING REQUIREMENTS FOR PARKING DISTRICT
NO. 1,'' AND SECTION 130-33, "OFF.STREET PARKING REQUIREMENTS, FOR PARKING DISTRICTS NOS. 2,3, 4, 5, 6, AND 7." BY ESTABLISHING
PARKING REQUIREMENTS FOR WORKFORCE HOUSING UNITS; BY
AMENDING CHAPTER 142, "ZONING DISTRICTS AND REGULATIONS,"
ARTICLE II, "DISTRICT REGULATIONS," DIVISION 3, "RESIDENTIAL
MULT|FAM|LY D|STR!CTS," SUBDIVTSION il, "RM-l RESTDENTIAL
MULT|FAMILY LOW |NTENSIW," SUBDIVIS|ON lV, ,,RM-2 RESTDENTTAL
MULTIFAMILY, MEDIUM INTENSIry," SUBDIVISION V. 'RM-3
RESIDENTTAL MULT|FAM|LY, HtcH !NTENS|W," DtVtStON 4. ,,CD-1
COMMERGIAL, LOW INTENSITY DISTRICT," DIVISION 5. "CD.2
COMMERCIAL, MEDIUM INTENSITY DISTRICT,'' DIVISION 6. "CD.3
GOMMERGIAL, HlcH INTENSITY DISTRICT," DIVISION 13, ..MXE MIXED
usE ENTERTATNMENT DISTRICT," DIV|SION 18, ,,pS PERFORMANCE
STANDARD DISTRICT," DIVISION 20, ',TC NORTH BEACH TOWN
CENTER DISTRICTS," BY CREATING NEW MINIMUM AND AVERAGE
APARTMENT UNIT SIZES FOR WORKFORCE HOUSING UNITS;
PROVIDING GODIFIGATION; REPEALER; SEVERABILITY; AND AN
EFFECTIVE DATE.
WHEREAS, City of Miami Beach desires to create a program to promote the construction
of housing affordable to households with incomes at or below 14Ao/o of the area-wide median
income; and
WHEREAS, 51 percent of the City households are paying more than 30 percent of their
income towards housing; and
WHEREAS, 20 percent of all homeowners on Miami Beach are paying 30 percent to 4g.g
percent of their household income for housing; and
WHEREAS, 26 perceirt of atl renters are paying 30 percent to 49.0 percent of their
household income for housing; and
WHEREAS, 29 percent of all renters are paying 50 percent or more of their household
income for housing; and
WHEREAS, the construction of workforce housing is intended to: (1) allow households
with incomes at or bglow 140 percent of the area-wide median income to have greater housing
choices in the City; (2) increase the availability of housing in the City for public6mployees anI
otherworkers whose income cannot support the high cost of housing ihat is located ilose to their
tot22
workplace and who, as a result, are increasingly priced out of housing opportunities; (3) assist
City employers in reducing critical labor shortages of skilled and semi-skilled workers by providing
housing that will be accessible to the worker's workplaces; and (4) reduce traffic congestion by
shortening commute distances for employees who work in the City but who othenuise would live
elsewhere and encouraging more employees to live in the city, rather than commute in; and
WHEREAS, the single most important step the City can take to make housing cost less
for most people is to change city land development regulations to allow more affordable and
workforce housing to be built; and
WHEREAS, there are often market baniers to the construction of housing; and
WHEREAS, the City and State of Florida do not have a permanent source of affordable
housing subsidy, and the elimination of redevelopment agencies has reduced what was the
primary source of funding in the state; and
WHEREAS, the City seeks to increase the supply of both low-income and moderate-
income housing;and
WHEREAS, housifig units that are "affordable by design" represent an underappreciated
component of the region's housing market; and
WHEREAS, these are units that cost less because they are small, efficiently designed
and, in many cases, don't come with a parking space; and
WHEREAS, the City desires to make a few key changes to planning and building codes
to enable the construction of these "naturally affordable" unsubsidized units; and
WHEREAS, parking structures are eipensive to build, if the City requires less parking, the
City we could see both reduced housing prices and a more efficient use of urban land; and
WHEREAS, the City proposes to eliminate requirements that mandate a minimum number
of parking spaces for new housin$ Development, or to limit the amount of parking; and
WHEREAS, there is no good reason for the government to force the private market to
produce parking spaces for every housing unit built, when there are locations with high-quality
transit, which could incentive public transportation; and
WHEREAS, the City recommends decoupling the cost of parking from the cost of the
housing unit so residents can make their own decisions about whether to spend money to buy a
parking space or not; and
WHEREAS' the City intends to grow the market for car sharing and bicycle infrastructure
- which enable people full mobility without owning (and parking) a car - as a key strategy to
bring down the effective cost of housing; and
WHEREAS, charging developers fees on new housing can support some wonderful
things: new parks, infrastructuret community facilities and affordible housing; and
WHEREAS, the City seeks to reduce building and land development fees for processing
and approving workforce housing projects.
2of 22
NOW THEREFORE BE IT ORDAINED BY THE MAYOR AND CITY COMMISSION OF
THE CITY OF MIAMI BEACH, FLORIDA:
SECTION 1. Chapter5S, entitled "Housing," is amended to create Division Vl, entitled "Workforce
housing," as follows:
CHAPTER 58
HOUSING
DIVISION VI. - WORKFORCE HOUSING
Sec. 58-500. - Purpose.
The purpose of this chapter is to enhance the public welfare bv ensurinq that the housino needs
of the citv are addressed. The citv finds that there is a critical shortaqe of atfordable and
workforce housinq. makinq residencv on Miami Beach bv the maioritv of citv resident workers
extremelv difficult. and creatinq a shortaqe of affordable rental units. The resident workforce is
Ieavinq the citv in search of affordable housinq. and new emplovees are beinq deterred by the' hiqh cost of livinq. To maintain a sufficient resident workforce in all fields of emplovment. and
to ensure the public safetv and qeneral welfare of the residents of the Citv. resident workforce
housino needs must be addressed. lt is the intent of this division to encouraqe the provision
and maintenance of residential workforce housinq units, for rental. to meet the needs of income-
qualified households for city emolovees. the qeneral workforce in the citv. and students.
Sec. 58-50{. Definitions.'
The ouroose of this division is to create administrative procedures for the implementation of the
citv's "Workforce Housinq Develo pment Proq ram. "
Area medtan tncome means the median income level for the Miami-Dade Countv Metropolitan
Statistical Area. as established and defined in the annual schedule oublished bv the Secretarv
of the U.S. Department of Housinq and Urban Development. and adiusted for household size.
Cerfifcafe of ouarTicafion means a certificate issued bv the citv administration establishinq a
qualified household's eliqibilitv to purchase or rent a workforce housinq unit. Certificates of
oualification shall be valid for 12 months. The certification criteria shall be set forth below.
Confrol period means each 20-vear period durinq which the affordabilitv restrictions imposed
bY this division shall apply. The control period beqins at the time of any sale or resale of the
affected unit.
this division.
O Deparfmenf means the citv's department of housinq. or anv successor department.
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Developer means anv oerson. firm. corporation, partnership. limited liabilitv companv.
association. ioint venture. or anv entitv or combination of entities that applv for development
orders or permits for residential dwellino units for workforce housinq purposes as defined in this
division.
E qible househo/d means. subiect to the provisions of this division. a household whose total
income is between 65 and 140 percent of area median income.
E/rqible househo/d income means anv income derived from anv proposed occupants of a
workforce housinq unit who are 18 vears of aqe or older and who will use the workforce housinq
unit as their primarv residence.
Household means anv natural person who occupies a workforce housinq unit as his or her
primarv residence.
Markef rafe drvel/rno unifs means all dwellinq units in a covered development that are not
worlcforce housinq units as defined herein.
Qua/ffied househo/d means an eliqible household that has received a certificate of
qualification from the department.
maximum monthlv rent limits as determined for Miami-Dade County bv the U.S. Dqpartment of
Housino and Urban Development in its annual income limits and rent limits and as used bv
Elorida Housinq Finance Corporation for its multifamilv rental proqrams (published annuallv at
http://wvrtw.floridahousinq.oro). and established at 65% up to 140% of the median familv incdme.
Sec.58-502 Reserved.
Sec. 58-503. Workforce housinq requirements
(?) WorKorce housinq declaration of restrictive covenants and workforce housinq aqreement
shall complv with the followinq housinq reouirements:
(1). A workforqq housinq unit shall be offered for rental solelv to a qualified househotd
to be used for his or her own primarv residence. The citv. shall establish bv resolution a
qfgilq schedule of rental prices for workforce housinq units in accorda-nce witll this
division.
(?) ,iAnv developer or. gther propertv owner offerinq a workforce housinq unit for rental
Phall record in the Bublig records one or more covenants or deilarations of restrictions
it'l l,fgmtaporpved by,the citv attornev. Such covenants or oeClaiiiions of restrictions
shall, include the worKor.ce housino unit aoreement. and sucffi
rqstictive covenglts. qnd fental restrictions as are necessary to carrv ou1 tfre purposes
oJ this division. T!e.,develooer or other propertv owner muffi
declaration of restrictive covenants assurino that:
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(A) The restrictions of this division shall run with the land for the entire control
period of 20 vears:
(B) The covenants will bind the applicant. anv assiqnee. mortqaqee. or buver, and
all other parties that receive title to or interest in the propertv. These covenants
shall be senior to all instruments securinq oermanent financinq.
(b) Upon the expiration of the control period the citv shall record in the public records of
Miami-Dade Citv an instrument or document releasinq the workforce housinq unit from the
restrictive covenant required bv this proqram.
(c) The covenants recorded bv each developer or other propertv owner of workforce housino
units shall state in said covenant that the unit is subiect to the followinq orovisions:
(1) The covenants shall be senior to all instruments securinq oermanent financinq. and
shall bind all assiqnees, mortqaqees. purchasers and other successors in interest.
(2) No sale, transfer or foreclosure shall affect the validitv of the covenants except as
expresslv set forth in the provisions of this division.
(3) An owner of a residential workforce housinq rental development intendins to sell the
development shall notifv the department in writinq prior to the closino of the sale. and shall
provide documentation to the department that the orospective new owner acknowledqes,
and is aware of the terms. conditions. and restrictions encumberinq the development as
set forth in this division.
(4) Anv workforce housino unit offered for rent under this division must not be rented for 20
vears after the date of orioinal rental at a rent qreater than the rent allowed for workforce
housino units under this division and applicable requlations. Rent does not include utilities
when thev are paid bv the tenant. Different rents must be set when utility costs are paid bv
the owner and included in the rent. Durino the applicable contro! period. a workforce housinq
unit must onlv be rented to an individual with a household income that does not exceed thg
limits set under this division.
.Sec. 58-504. Eliqibilitv of households forworkforce housinq units.
(a\ Eliqibilitv. oenerallv. Eliqibilitv for rental of workforce housinq units shall bg determined
b?rsua
household size and income. An eliqible household must receive a certificate of qualification fronl
the Citv to become a qualified household for a workforce housinq unit. in accordance with the
procedures prescribed bv the implementinq order. Eliqibilitv for continued rental of a workforce
housinq unit shall be continqent upon the qualified household's use of the workforce housinq
unit as its primarv residence. A qualified household that leases a workforce housinq unit and
that discontinues occuoancv of the unit as its primary residence shall be required to vacate said
unit.
(b) Specificeliqibilitycriteria:
(1) Be a citizen of the United States or a permanent resident alien.(2) Be eiqhteen vears of aqe or older.(3) Have a oross annual household income (not to include the income of minors)
which does not exceed 140 percent of the citv's area median income as established bv
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HUD. or as adiusted bv the citv. lnitial determination for compliance with the maximum
qross annual familv income provision shall be made bv the developer. its partner. or its
manaqement comoanv for the lease of residential workforce housinq units. Final
determination for compliance with the maximum gross household annualincome provision
shall be made bv the propertv ownerideveloper, and reviewed by the citv prior to execution
of the leasehold aqreement.(4) Eligibilitv preference for applicants who worh for the citv or have received a iob
offer with the citv.(5) An Applicant mav have assets that do not exceed 140 percent of the citv's area
median income as established bv HUD. or as adiusted bv the citv. Assets shall include all
cash. securities. stocks. bonds and real property. Real property shall be valued at fair
market value less liabilities on such real propertv.
Sec. 508-505. Affordabilitv controls.
h) lnitial rental.
(1) Everv workforce housino unit established under this division and pursuant to the land
development reoulations. shall be offered for rental to an eliqible household to be used foi
his or her own primarv residence.
(2) Sixtv davs prior to offerino anv new workforce housinq unit for rent. the developer or
other propertv owner shall notifv the Citv of such offerinq. The notice shall set forth the
number, size. price established bv applicable implementinq order, and location of the
workforce housinq unit offered and shall provide a description of each workforce housinq
Unit'g finishes and availabilitv. The Department mav request additional infoimation from
the developer or other propertv owner as it deems necessarv.
(3) Upon re-rental 9f a workforce housinq unit. each qualified household must first obtain
a valid certificate of qualification from the prosoective eliqible household.
(b\ Re ntal workforce hou si nq u nit req uirem ents.
(1) All qualifie4 hguseholds must be provided a lease with a minimum period of twelve('!2) months. The lease must complv with all applicable federal affi
sfall inqlude without lirTilglign provisions '
gllowed in the.+lit: a prohibition aqainst subleasino: and a requirem
lousshold shall. regort -any changes in household size or incom@
9ualified houiehglds.sfrall complv with all monitorinq requirem
Dppartmg$. Rent ?lral! hg consls,tent with the rental calculation pioffi
what qualifies as affordable workforce housino rent.
(2) lf a qualillgd household's income increases above the maximum allowed income
levelq. the qualifi,ed househo!9 may choose to remain in the woikforce housinq unit for the
remainder of the lease term. lf th
plopertv owner aqree to extend the lease term. the developer or other prope,rtv o,wner
shall fnake the lqxt cgmoarable vagant,unit at the cover
eliqible household at the workforce housino unit rent.
(3) A tenant th?t has produced fraldulelt income information for the household shail be
ryOie$ tq,eviction
household income exceeds the thresholds for workforce housinq unit purooses.
(4)Timinq of complelion. Residential \ {grkfglce housino units shall be made available for
ogcupancv either qrio{ to,gr conculrentlv with market rate unitsffi
of the develooment. Certiflcates of occupancv shall n
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shall not be passed for the market rate units unless certificates of occupancv are issued
and/or final inspections are passed for the residential workforce housinq units concurrentlv
or sooner.
(5) Annuallv, the developer/propertv owner shall provide to the citv proof of the continued
workforce housinq eliqibilitv of the proposed tenant. lf the department determines an
eliqible household oualifies for the rental the department will issue a certificate of
qualification. ln order to receive a certificate of qualification. an eliqible household must
provide an affidavit that the workforce housinq unit will be its primarv residence.
(c) Citv responsibilities. The citv shall:
(1) Annuallv. set the maximum annual rent limits=s# and rent ranses 6#H€h
mhhgru*++*pe+n :(2) 'Annuallv review leaseholds for compliance: and(3) Enforce provisions of division.
Sec. 58-506. Enforcement.
(a) Violations of this division bv the developer or propertv owner shall be subiect to the
followino fines. The special master shall not waive or reduce fineq set by this division.
(1) lt tne viotation is(2) lf the violation is the S+* sbcond violation $ 2500.00(3) lf the violation is the seeesd lhird violation within the precedinq
18 months g 7.500.00(4) lf the violation is the t$#d fourth violation within the precedinq
18 months 912.500.00(5) lf the violation is the fcs*h fifth or qreater violation within the
precedino 18 months g 20.000.00(6) Fines for repeat violations shall increase reqardtess of location.
(b=) .,.. Yiolations of this division bv the tenent shall result in termination of the leasehold, upon
€€ ,15 dav?-writtgn notice. Landlord shall be entitled to evict the tenant and seek all darnaoes
under law from the tenant.
(c) ln addition to gr i! lierl gf .the foreqoino. the citv may seek an iniunction aoainst activities
o! uses prohibited ulder thip 9ivision. The citv mav take leqal action to stop or caniel anv transfer
-o,f,a qorlr,force hqusinq unit if a,nv partv to the transfer does not comm
tlJiE divisiqn. and or seek enforcement of anv covenant siqn
diviglon. The qitv m?,y rego.ve,r anv fr{ndg improperlv obtained fror:n affi
ryqkfotg- e ho.usinq unit iln,viglation of this division. plus costs
bv law from the date a violation occuned.
(9,l, , AnY-,cit policg office,r or code complianpe officer mav issue notices for violations of this
@ti@tt Ue issueO to tne n
FrgFer. tenqnt or anv olher indivigrlal or entitv that facilitates
lr} I,he e,ven!the.reqgrd own?f ol the propertv is
of the violation shall be provided to such own6r.
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(e) The citv manaqer or desiqnee mav adopt administrative rules and procedures to assist in
the uniform enforcement of this division.
(f) No variances shall be qranted from this division. The provisions of this division shallapplv
to all aqents, successors and assiqnees of a qualified household.
SECT|ON 2. Section 130-32, "Off-street parking requirements for parking district no. 1," is
amended as follows:
Sec. 130-32. Off-street parking requirements for parking district no. 1
Except as othenuise provided in these land development regulations, when any building or
structure is erected or altered in parking district no. 1, accessory off-street parking spaces shall
be provided for the building, structure or additional floor area as follows:
(68) Workforce housrnq shall have the same parkinq requirements as specified in section
130-32(6). above. or alternativelv. 0.5 parkinq spaces per unit, whichever is less.
Notwithstandinq the above. when an existinq buildino is renovated and the number of units is
increased. or when units are added on a lot with an existinq buildinq that is retained and
renovated. there shall be no parkino requirement for the newlv constructed units. and existinq
buildinqs shall be exempt from the requirements of section 118-395(b), Repair andlor
rehabilitation of nonconformino buildinqs and uses.
SECTION 3. Section 130-33, "Off-street parking requirements for parking districts nos. 2, 3, 4,
5, 6, and 7.", is amended as follows:
Except as othenruise provided in these land development regulations, when any building or
structure is erected or altered in parking districts nos. 2, 3, 4 and 5 accessory off-street parking
spaces shall be provided for the building, structure or additional floor area as follows. There shall
be no off-street parking requirement for uses in this parking district except for those listed below:
***
(1B) Workforce housrho shall have the same parkino requirements as specified in section
130-32(6). or altemativelv. 0.5 parkinq soaces per unit. whichever is less. Notwithstandinq the
above. when an existinq buildinq is renovated and the numbgr of units is increased. or when
units are added on a lot with an existino buildinq that is retained and renovated. there shall be
no parkinq requirement for the newlv constructed units. and existing buildinqs shall be exemot
from lhe requirements of section 118-395(b), Repair and/or rehabilitation of nonconforminq
buildinqs and q$es.
o
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SECTION 4. Chapter142, "Zoning Districts and Regulations," Article ll, "District Regulations,"
Division 3, "Residential Multifamily Districts," Subdivision ll, "RM-1 Residential Multifamily Low
lntensity'' is hereby amended as follows:
Sec. 142-155. Development regulations and area requirements.
(b) The lot area, lot width, unit size and building height requirements for the RM-1 residential
multifamily, low density district are as follows:
?FPI|OE-Chapterl 42,'ZontngDistricts and Regulations," Article ll, "District Regulations,,,
Division 3, "Residential Multifamily Districts," Subdivision lV, 'RM-2 Residential Nfuftifa;ily,
Medium lntensity''is hereby amended as follows:
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,tlinimr
Vlinimum
Jnit Size
jSquare Feet)
{verage
Jnit Size
,Square Feet)
lVlaximum
Building
Height
iFeet)
Maximum
rlumber
rf Stories
-otAreapquare
=ee0
-ot
A/idth
.Feet)
5,600 50
lNew construction-S50
lNon-elderly and elderly low and
lmoderate income housing; See section
h+z-tras
Workforce housinq - 400
Rehabilitated buildings300
Hotelunits:
15%:300-335
85%:335+
For contributing hotel structures, located
within an individualhistoric site, a local
historic district or a national register
district, which are renovated in
accordance with the Secretary of the
lnterior Standards and Guidelines for the
Rehabilitation of Historic Structures as
amended, retaining the existing room
configuration and sizes of at least 200
square feet shall be permitted.
Additionally, the existing room
;onfigurations for the above described
notelstructures may be modified to
rddress applicable life-safety and
rccessibility regulations, provided the
200 square feet minimum unit size is
naintained, and provided the maximum
)ccupancy per hotel room does not
:xceed 4 persons.
New construction-80O
Non-elderly and elderly
low and moderate income
housing: See_section
142-1189
Workforce housino - 400
Rehabilitated buildings-
550
Historic
distuict--40
Flamingo Park
LocalHistoric
District-35
(except as
provided in
section 142-
1161)
Otherwis+-
50
Historic
district--4
Flamingo Park
LocalHistoric
District-3
(except as
provided in
section 142-
116',t)
Otherwise-S
Sec.142-217. - Area requirement
The area requirements in the RM-2 residential multifamily, medium intensity district are as
follows:
Lot Area
(Square
Feet)
Vlinimun
Lot
width
(Feet)
Minimum
Unit Size
(Square Feet)
Average
Unit Size
(Square Feet)
Maximum
Building
Height
(Feet)
Maximum
Number
of Stories
,0007 50
New construction-S50
Non-elderly and elderly low and
moderate income housing: See section
142-1183
Workforce housinq - 400
Rehabilitated buildings-400
Hotel units:
15%:300-335
85%:335+
For contributing hotel structures,
located within an individual historic site,
a local historic district or a national
register district, which are renovated in
accordance with the Secretary of the
lnterior Standards and Guidelines for
lhe Rehabilitation of Historic Structures
as amended, retaining the qxisting :
room configuiation and sizes of at least
200 square feet shall be permifted.
Additionally, the existing room
:onfigurations for the aSove described
rotelstructures may be modified to
rddress applicable life-safety and
I
lccessibility regulations, provided the i
200 square feet minimum unit size is I
naintained, and provided the maximum I
)ccupancy perhotel room does not I
>xceed 4 persons. I
New
construction-800
Non-elderly and
elderly low and
moderate income
housing: See
section 142-1183
Workforce housino
- 400
Rehabilitated
buildings-S50
Hotelunits-N/A
lHistoric district-
lso lexcept as
lprovided in section
142-1161)
rea bounded by
Indian Creek Dr.,
Collins Ave.,26th
St., and 44th St.-
75
Area fronting west
side of Collins
Ave. btwn.76th St.
and 79th St.-75
Area ftonting west
side of Alton Rd.
between Arthur
Godftey Rd. and
w.34th st.-85
Otherwise-60
Lots fronting
Biscayne Bay less
than 45,000 sq. ]ft.-100
|
Lots fronting I
Biscayne Bay overl
45,000 sq. ft.-1401
-ots fronting I
Aflantic Ocean I
:ver100,000sq. Ir.-140 I
-ots fionting I
\tlantic Ocean I
rvith a property line[
rvithin 250 feet of I
r,lorth Shore Oppn I
ipace Park I
3oundary-200 ll
I
I
lHistoric district-S
l(except as
fprovided in section
It+ztrcty
lArea bounded by
llndian Creek Dr.,
lCollins Ave., 26th
lSt., and 44th St.-
la
lArea fronting west
lside of Alton Rd.
lbetween Arthur
looorrey Rd. and
lw.34th st.-8
[rea ftonting west
side of Collins Ave.
btwn. 76th St. and
79th st.-8
Otherwise-6
Lots fronting
Biscayne Bay less
than 45,000 sq.
ft.-l1
Lots fronting
Biscayne Bay over
45,000 sq. ft.-15 I
Lots fronting I
Atlantic Ocean I
over 100,000 sq. Ift.-1s I
Lots fronting I
Atlantic Ocean I
ryith a property linel
ruithin 250 feet of I
\orth Shore Open I
Space parking I3oundary-2l I
I
roChapter142,,.ZoningDistrictsandRegulationS,,,Articlell,,.DistrictReguIations,',Division 3, "Residential Multifamily Districts," Subdivision V, "RM-3 Residential Multifamily, Highlntensitf is hereby amended as follows:
Sec. 142-246. Development regulations and area requirements.
LO of22
(b) The lot area, lot width, unit size and building height requirements for the RM-3 residential
multifamily, low density district are as follows:
SECTION 7. Chapter142, "Zoning Districts and Regulations," Article l!, "District Regulations,"
Division 4,"CD-I Commercial, Low lntensity Districf is hereby amended as follows:
$ec. 142-276. Development regulations.
O The development regulations in the CD-1 commercial, low intensity district are as follows:
Minimum
Lot Area
(Square
Feet)
vlinimun
Lot
width
(Feet)
Minimum
Unit Size
(Square Feet)
Average
Unit Size
(Square Feet)
Maximum
Building
Height
(Feet)
Maximum
Number
of Stories
7,000 50
New construction-S50
Non-elderly and elderly low and
moderate income housing; See
section '142-1183
Workforce housino - 400
Rehabilitated buildings--400
Hotelunits:
15%:300-335
85%:335+
For contributing hotel structures,
located within an individual historic
site, a local historic district or a
national register district, which are
renovated in accordance with the
Secretary of the lnterior Standards anc
Guidelines for the Rehabilitation of
Historic Structures as amended,
:etaining the existing room
:onfiguration and sizes of at least 200
square feet shall be permitted.
Additionally, the existing room
:onfigurations for the above described
rotel structures may be modified to
rddress applicable life-safety and
rccessibility regulations, provided the
200 square feet minimum unit size is
naintained, and provided the
naximum occupancy per hotel room
Joes not exceed 4 persons.
New
construction-8O0
Non-elderly and
elderly low and
moderate income
housing; See
section 142-1183
r/Vorkforce
rousino - 400
Rehabilitated
ruildings-550
{otelunits-N/A
Oceanfront lots-200
Architectural dist.: New
construction-120;
ground floor additions
(whether aftached or
Cetached) to existing
structures on oceanfront
lots-SO (except as
provided in section 142-
1 161)
50
16
Oceanftont
lot*22
Architectural
dist.: New
construction-
13; ground
floor additions
(whether
attached or
Cetached) to
existing
structures on
rceanfront
ots-5
lexcept as
crovided in
section 142-
1 161)
LL of22
Floor
Area
Ratio
Minimum
Lot Area
(Square
Feet)
Minimum
LotWidth
(Feet)
Minimum Apartment
Unit Size
(Square Feet)
{verage Apartmenl
Unit Size
(Square Feet)
Maximum
Building
Height
(Feet)
Maximum
Number
of Stories
1.0
Commercial
-None
Residential
-5,600
Commercial
-None
Residential
-50
3ommercial-N/A
lew construction-
t50
lehabilitated
ruildings-4O0
!lon-elderly and
rlderly low and
noderate income
rousing; See sectior
142-1183
/Vorkforce housino -
lommercial-N/A
{ew construction-
r00
?ehabilitated
luildings-550
{on-elderly and
:lderly low and
noderate income
rcusing; See
iection 142-1183
Alat'lrlasra hnr rcina
10 (except as
rrovided in section
t42-1161)
$ (except as
rrovided in
;ection 142-
r161)
t00
Hotel unit:
15%:300-335
85%:335+
,400
Jotelunits-N/A
SEGTION S. Chapter142, "Zoning Districts and Regulations," Article ll, "District Regulations,'
Division 5, "CD-2 Commercial, Medium lntensity Districf is hereby amended as follows:
Sec. 142-306. Development regulations.
The development regulations in the CD-2 commercial, medium intensity district are as
follows:
Floor
Area
Ratio
Minimum
Lot Area
(Square
Feet)
Minimum
LotWidth
(Feet)
Minimum Apartment
Unit Size
(Square Feet)
{verage Apartmenl
Unit Size
(Square Feet)
Maximum
Building
Height
(Feet)
Maximum
Number
of Stories
1.5
Commercial
-None
Residential
-7,000
Commercial
-None
Residential
-50
lommercial-N/A
tlew construction-
i50
tehabilitated
ruildings-400
tlon-elderly and
ilderly low and
nodenate income
Sommercial-N/A
rlew construction-
t00
Rehabilitated
luildings-550
tlon-elderly and
:lderly low and
noderate income
i0 (except as
rovided in section
142-1161).
Self-storage
uarehouse - 40
bet, exceptthatthe
luilding height shall
rc limited to 25 feel
ttithin 50 feetfrom
i (except as
rrovided in
sectdon 142-
r161)
Self-storage
rYarehOuse:4
72of 22
rousing; See section
142-1183
A/orkforce housinq -
rousing; See
section 142-1183
fforkforce housinq
he rear property
ine for lots abufting
ln alley; and within
i0 feet from a
esidential district
br blocks with no
llley
Vlixed-use and
:ommercial
ruildings that
nclude structured
rarking for
:roperties on the
rest side of Alton
load from 6th
Street to Collins
lanal - 60 feet.
t00
iotelunit:
15%:300-335
85%:335+:or contributing hote
;tructu!'es, located
ruithin an individual
ristoric site, a local
ristoric district or a
rational register
listrict, which are
reing renovated in
accordance with the
Secretary ofthe
nterior Standards
and Guidelines for
fie Rehabilitation of
listoric Strucfures
es amended,
'etaining the existing
'oom configuration
:hall be permitted,
rrovided allrooms
rre a minimum of
200 square feet.
\dditionally, existing
oom configurations
ibrthe above
lescribed hotel
structures may be
nodified to address
applicable life-safety
rnd accessibili$
egulations, provided
he 200 square feet
ninimum unit size is
naintained, and
rrovided the
naximum occupanc)
rer hotel room does
rot exceed 4
)ersons.
.400
{otelunits-N/A
SECTION 9. Chapter142, "Zoning Districts and Regulations," Article ll, "District Regulations,"
Division 6, 'CD-3 Commercial, High lntensity District" is hereby amended as follows:
t3 of22
Sec. 142-337. Development regulations and area requirements.
(c) The lot area, lot width, unit size and building height requirements for the CD-3
commercial, high intensity district are as follows:
Minimum
Lot Area
(Squaie
Feet)
Minimum
LotWidth
(Feet)
Minimum Apartment
Unit Size
(Square Feet)
Average Apartmen'
Unit Size
(Square Feet)
Maximum
Building
Height
(Feet)
Maximum
Number
of Stories
Commercial
-None
Residential
-7,000
Commercial
-None
Residential
-50
Commercial-N/A
New construction-
550
Rehabilitated
buildings-400
Non-elderly and
elderly low and
moderate income
housing; See section
142-1183
Workforce housino -
[Commercial-N/A
New construction-
laoo
Rehabilitated
buildings-S50
Non-elderly and
elderly low and
moderate income
housing; See
section 142-1183
Wo*force housino
- 400
Hotelunits-N/A
175 feet.
IrLots within the
grchitectural
district 50 feet.
Lots fronting on
17th Street 80 feet
City CenterArea
(bounded by Drexel
Avenue, 16th
Street, Collins
Avenue and the
south properly line
of those lots
fronting on the
south side of
Lincoln Road):100
feet.
Notwithstanding
the foregoing
requirement for City
CenterArea, the
following additional
shall apply:
The height for lots
honting on Lincoln
Road and 16th
Street between
Jrexel Avenue and
rflashington
{venue are limited
o 50 feet for the I
irst 50' of lot depth.]
I
I
The height for lots I
tonting on Drexel I
Uenue is limited tol
i0 feet for the frst I
17 stories.
I
I
I Lots within the
lagricultural
Idistrict 5 stories.
I
I
I Lots ftonting on
hTth Street 7
lstories.
I
I
lCity CenterArea
fbounded by
Drexel Avenue,
16th Street,
Collins Avenue
and the south
property line of
those lots fronting
on the south side
of Lincoln Road):
11 stories,
subjecttothe'
applicable height
restrictions
(except as
provided in
section 142-1161). I
400
Hotelunit:
15%:300-335
85%:335+
For contributing hote
structures, located
within an individual
historic site, a local
historic district or a
national register
district, which are
being renovated in
accordance with the
Secretary of the
lnterior Standards
and Guidelines for
lhe Rehabilitation of
Historic Structures
as amended,
:etaining the existing
room confguration
shallbe permifted,
rrovided atl rooms
rre a minimum of
200 square feet.
]
\dditionally, existing l
oom configurations
I
br the above
I
lescribed hotel I
;tructures may be i
nodified to address I
rpplicable life-safety I
L4 of22
rnd accessibility
€gulations, providec
he 200 square feet
ninimum unit size is
naintained, and
lrovided the
naximum occupanc)
ler hotel room does
rot exceed 4
)ersons.
25' of lot depth
,except as provided
n section 142-
r 161).
SECTION 10. Chapterl42, "Zoning Districts and Regulations," Article ll, "District Regulations,"
Division 13, "MXE Mixed Use Entertainment District," is hereby amended as follows:
Sec. 142-545. Development regulations.
The development regulations in the MXE mixed use entertainment district are as follows:
Maximu
Floor
Area
Ratio
Minimum
Lot Area
(Square
Feet)
Minimum
LotWidth
(Feet)
Minimum Apartment
Unit Size
(Square Feet)
Average Apartmen
Unit Size
(Square Feet)
Maximum
Building
Height
(Feet)
Maximum
Number
of Stories
\ll
ISeS-
1.0
ixcept
N/A N/A
Existing structures:
Apartment units-
400
Workforce housinq -
400
Hotel uriits-in a
Iocal historic
districUsite-200
Otherwise:
157o:300-335
85%:335+
New construction:
Apartment units-
550
Hotelunits:
15%:300-335
85%:335+
Existing structures:
Apartment
unitv-550
Workforce housino
Architectural
district:
Oceanfront-l50
Non-oceanfront-
50 (except as
crovided in section
142-1161)
All other areas-7S
iexcept as provided
n section 142-
1161)
Architectural
district:
Oceanfront-1€
Non-
oceanfront-S
(except as
provided in
section 142-
1 161)
All other areas-
3 (except as
provided in
section 142:
r161)
1 hotel
ievelopn
rnt (as
;et forth
n section
t42-
341F3.€
.400
Hotelunits-N/A
New construction:
Apartrent
rnits-800
Hotelunits-N/A
75 of22
SECTION 11. Chapterl42, "Zoning Districts and Regulations," Article ll, "District Regulations,"
Division 18, "PS Performance Standard District," is hereby amended as follows:
Sec. 142-696. Residential Performance Standard Area Requirements.
The residential performance standard area requirements are as follows:
Residential Subdistricts
Performance Standard R-PS7 R-PS2 R-PS3 R-PS4
Minimum lot area
5,750 square
feet
5,750 square
feet
5,750 square
feet 5,750 square feet
Minimum lot width 50 feet 50 feet 50 feet 50 feet
Required open space ratio 0.6O See
section L42-7O4
0.65, See
section t42-704
0.7O See
section 742-704
0.7O See section
L42-704
Maximum building height*
45 feet
Lots 50 feet
wide or less-40
feet
45 feet
Lots 50 feet
wide or less-40
feet
50.feet
Lots 50 feet
wide or less-40
feet
Nonoceanfront-
80 feet;
Oceanfront-100
feet
Lots 50 feet wide
or less-4O feet
Maximum number of
stories
5
Lots 50 feet
wide or less-4
5
Lots 50 feet
wide or less-4
5
Lots 50 feet
wide or less-4
Nonoceanfront-8
Oceanfront-11
Lots 50 feet wide
or less-4
ln the Ocean Beach
Historic District-7
Maximum floor area ratio 7.25 1.50 L.75 2.O
Minimum floor area per
apartment unit (square
feet); except as provided in
section t42-t1,83for
elderly and low and
moderate income non-
elderly housing
New
construction-
700
Rehabilitated
buildings-400
Workforce
housino - 400
New
construction-
5s0
Rehabilitated
buildings-400
Workforce
housino - 400
New
construction-
600
Rehabilitated
buildings-400
Workforce
housinq - 400
New
construction-550
Rehabilitated
buildings-400
Workforce housino -
400
t6 of 22
Minimum average floor
area per apartment unit
(square feet); except as
provided in section 142-
1183 for elderly and low
and moderate income non-
elderly housing
New
construction-
900
Rehabilitated
buildings-550
Workforce
housino - 400
New
construction-
900
Rehabilitated
buildings-550
Workforce
housinq - 400
New
construction-
850
Rehabilitated
buildings-550
Workforce
housinq - 400
New
construction-800
Rehabilitated
buildings-550
Workforce housinq -
400
Minimum floor area per
hotel unit (square feet)
N/A N/A
t|lo = 300-335
square feet
85% = 335+
square feet
75Yo= 300-335
square feet
85% = 335+ square
feet
Minimum parking Pursuant to chapter 130 and section t42-705 requirement.
Minimum off-street loading Pursuant to chapter 130, article lll.
Signs Pursuant to chapter 138.
Suites hotel Pursuant to article lV, division 3 of this chapter.
Sec. 142-698. - Commercial performance standard area requirements.
(b) The commercial performance standard area requirements are as follows:
Commercial Subdistricts
Performance
Standard c-Ps1 c-Ps2 c-Ps3 C-PS4
Minimum lot
area 5,000 square feet 5,000 square feet 6,000 square feet 6,000 square feet
Minimum lot
width 50 feet 50 feet 50 feet 50 feet
L7 of22
Maximum
building
height
40 feeU 75 feet
for the Block 51
Properties, the
Block 51Swap
Property, Block 52
Properties, and
Block 1 Properties
50 feet-East of
Lenox Avenue
75 feet-West of
Lenox Avenue
Non-oceanfront-8O feet
Oceanfront-10O feet 150
Maxim-um
number of
stories
4;8for the Block
51 Properties, the
Block 51Swap
Property, Block 52
Properties; Block 1
Properties
S-East of Lenox
Avenue
7-West of Lenox
Avenue
Non-oceanfront-S
Oceanfront-11
15
Maximum
floor area
ratio
1.0; 1.5 for the
Block 51
Properties and
Block 52
Properties, and
2.0 for the Block 1
Properties
2.O 2.5 2.5
Residential
and/or hotel
development
Pursuant to all R-
PS2 district
regulations,
except maximum
building height for
residential and
mixed use
buildings shall be
75 feet
Pursuant to all R-
PS3 district
regulations,
except maximum
building height for
residential and
mixed use
buildings shall be
75 feet
Pursuant to all R-PS4
district regulations except
maximum floor area ratio
shall be 2.5; on the
Goodman Terrace and
Hinson Parcels, the FAR
shall be that necessary to
achieve 305,500 sq. ft.
(estimated at 3.2 FAR), 30
stories and 300 ft. height
maximum forthe
Goodman Terrace and
Hinson Parcels, and open
space ratio 0.60 measured
at or above grade
Pursuant to all R-
PS4 district
regulations, except
maximum floor
area ratio shall be
2.5, and open
space ratio 0.60
measured at or
above grade
o
o
18of 22
o
Minimum
apartment
unit size
(square feet)
New
construction-650
Rehabilitated
buildings-400
Workforce housino -
New
construction-600
Rehabilitated
buildings-400
Workforce housino -
New construction-550
Rehabilitated buildings-
400
Non-elderlv and elderlv
Workforce housino - 400
New
construction-550
Rehabilitated
buildings-400
Workforce housinq -
400400400
Average
apartment
unit size
(square feet)
New
construction-900
Rehabilitated
buildings-550
Workforce housino -
New
construction-850
Rehabilitated
buildings-550
Workforce housino -
New construction-800
Reha bilitated buildings-
550
WorKorce housino - 400
New
construction-800
Rehabilitated
buildings-550
Workforce housino -
400 400 400
Minimum floor area per hotel unit
(square feet)
L5% = 300-335 square feet; 85% = 335 + square feet in all
districts.
Minimum parking requirements Pursuant to chapter 130 and section 142-702 requirement.
Minimum off-street loading Pursuant to chapter 130.
Signs Pursuant to chapter 138.
Sec.142-701. - Residential limited mixed use performance standards.
Residential limited mixed use performance standards shall be as follows:
Mixed Subdistricts
Performance Standard RM.PS1
Minimum site area 120,000
Minimum site width 350 feet
Required open space ratio 0.60
t9 of22
Maximum building height 50 feet above ground or above enclosed parking
Maximum number of stories 5 stories above ground or above enclosed parking
Maximum floor area ratio 1.5
Minimum floor area per apartment unit
(square feet)
600
Workforce housinq - 400
Minimum average floor area per apartment
unit (square feet)
1,000
Workforce housinq - 400
Minimum floor area per hotel unit (square
feet)N/A
Minimum parking Pursuant to chapter 130 and subsection L42-7061c)
requirement herein
Minimum off-street loading Pursuant to chapter 130, article lV
Signs Pursuant to chapter 138
Suites hotel N/A
SECTION 12. Chapter142, "Zoning Districts and Regulations," Article ll, "District Regulations,"
Division 20,"TC North Beach lown Center Districts," is hereby amended as follows:
Sec. 142-737. . Development regulations.
(a) The development regulations in the TC-1, TC-2 and TC-3 town center districts are as follows:
District Minimum Lot
Area
Minimum Lot
width
Minimum Apartment
Unit Size (square feet)
Average Apartment
Unit Size (square feet)
TC-lTown Center
Core
Commercial-
None
Commercial-
None
gemmereial-ltlA eemmereiaf*#
2A of22
New construction-
5s0
Workforce housinq - 400
New Construction-
800
Workforce housino - 400
TC-2 Town Center
Mixed-use
Residential-
5,250 sq. ft.
Residential-50
feet
New construction-
.550
Workforce housino - 400
New Construction-
800
Workforce housino - 400
TC-3 Town Center
ResidentialOffice
Rehabilitated
building-400
Rehabilitated
building-No
minimum
Elderly housing-See
Section 142-1183
Workforce housinq - 400
Elderly housing-See
section L42-L183
Workforce housino - 400
Hotel units
15%:300-335
85%:335+
Hotel units-N/A
sEcTtoN 13. COptFtCATtON.
It is the intention of the Mayor and City Commission of the Qity of Miami Beach, and it is
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 re-lettered to accomplish such intention, and, the word "ordinance" may be changed to
"section", "article", or other appropriate word.
SECTION 14. REPEALER.
All ordinances or parts of ordinances in conflict herewith be and the same are hereby
repedled.
SECTION 15. SEVERABILITY.
. l.f
"ny section, subsection, clause or provision of this Ordinance is held invalid, the
remainder shall not be affected by such invalidity.
SECTION 16. EFFEGTIVE DATE.
This Ordinance shalltake effect ten days following adoption.
2Lof 22
PASSED AND ADOPTED this 18h day of October 2017-
ATTEST:
Rafael Granado, City Clerk
First Readingffransmittal: July 26, 2017
Second Reading/Adoption: October 18, 2017
Verifled By:
Th.omas R. Mooney, AICP
Planning Director
Underline = new language
Stri*ettqreugh = deleted language
(Sponsored .by Commissioner John
Malakoff)
APPROVED AS TO
FORM & LANGUAGE
& FOR EXEC.UTION
&-{ C,r ,rr-,-,\ruE'
Philip Levine, Mayor
Elizabeth AlemSn; Co-sponsored by Commissioner Joy
T:1AGENDA\2O1ftO - OctobeilPlannlng\WORKFORCE HOUSING Partlng and Unlt Slze - Second Reading ORD.doox
22of22
Parks and Recreation
MIAMIBEACH
O cltyof Miami Boach, lToo Convention Center Drive, Miami Beach, Florida 33139, www.miamibeachfl,gov
Project Name:
Altos Del Mar Park Development
Project Summary:
Approximately 2.5 acre park site on the east side of Collins Avenue between 76th and 77th
Street. To complete the final design and construction of the park to include; restrooms, great
lawn, landscaping, walkways, turtle friendly pathway lighting and sand volleyball courts.
Estimated Cost: $4,200,000
Budgeted: $4,200,000
Timelines:
Estimated Project Completion Summer 2018
MIAMIBEACH
O Clty of Mlaml Boach, lToo convention Center Drive, Miami Beach, Florida 33139, www.miamibeachff.gov
Project Name:
Belle lsle Park Playground
Project Summary:
This project entails the creation of a playground at Belle lsle Park to serve as nearby
temporary play space during the Maurice Gibb Memorial Park closure. On March 17,2017,
the Neighborhood/Community Affairs Committee (NCAC) voted in favor of the playground.
This item will be heard at the April 26, 2017 City Commission Meeting for final approval.
Estimated Cost:
Budgeted: $230,000
Timelines:
January 2018
MIAMIBEACH
a C[y of Miami Boach, lToo Convention Center Drive, Miami Beach, Florida 33139, www.miamibeachfl.gov
Project Name:
Fairway Park Artificial Turf Soccer Field, Drainage & Playground Replacement
Project Summary:
This Project Scope of Work includes the installation of proper drainage in the playground
area to eliminate flooding;to replace deteriorated playground equipment and safety surface
and artificial turf soccer field. Site drainage that addresses the existing courts, the addition of
walkways or paths along the field perimeter and landscaping.
Estimated Cost: $1 ,272,000
Budgeted: $1,272,000
Timelines:
Anticipated to be issued for Bids in March 2018 and Awarded in May 2018
MIAMIBEACH
O Glry ol l{hml B..dr, lToo Conventlon Conte. Ddvo, Miaml Be€cfi, Florida 33139, wwrr.rniamibeachfi.gov
Project Name:
Flagler Monument Solar lllumination
Project Summary:
The intention of this project is to illuminate the Flagler Monument utilizing electricity
generated by solar photo voltraic panels.
Estimated Cost:
Budgeted: $322,000
Timelines:
March 2018
MIAMIBEACH
a Cltyof Miami Boach, lToo Convention Center Drive, Miami Beach, Florida 33139, www.miamibeachfl.gov
Project Name:
Flamingo Park Masterplan Development
Project Summary:
The Flamingo Park Masterplan is addressing the renovation of the 34.5 acre park. lt includes
the following:
Handbalt Courts Renovations - This includes the renovation of the Joe Rubin and Robert C
Hass HandballCourts
Flamingo Park, Phase I - lncludes renovation/improvements to softballfield, landscaping,
pedestrian lighting, principal walkway extending from East to West, new walkways on the
eastern lawn, & access path at 12th Street.
Flamingo Park, Phase ll - lncludes renovations to the baseballfield, the demolition of a
remaining Property Management building and the addition of a new outdoor fitness area.
Flamingo Park, Phase lll - lncludes a new butterfly garden, bike path connecting 11th & 12th
Street, the North South pedestrian path & Historic Lodge Renovation.
Estimated Cost:
Budgeted: $20,868,716
Timelines:
Handball Courts Renovations - Project Completion Summer 2018
Flamingo Park, Phase I - Project Completion Winter 2018
Flamingo Park, Phase ll- Design Completion Spring 2018
Flamingo Park, Phase lll - Design Completion Spring 2018
MIAMIBEACH
O Clty of Miami Beach, lToo Convention Center Drive, Miami Beach, Florida 33139, www.miamibeachfl.gov
Project Name:
Flamingo Park Pool Playground Replacement
Project Summary:
This project entails the replacement of the existing water playground at the Flamingo Park
Pool to improve customer satisfaction. Replacement includes removal/disposal of the water
playground and installation of the new water playground in addition to any related contracted
work such as electrical bonding. The current water playground at the Flamingo Pool is in
disrepair and is old and outdated. Because of its current condition, regular closures occur for
maintenance and safety issues causing customer dissatisfaction.
Estimated Cost:
Budgeted: $245,584
Timelines:
March 2018
MIAMIBEACH
a ctyof Miami Boach, lzoo Convention center Drive, Miami Beach, Florida 33t39, www.miamibeachfl.gov
Project Name:
Future Community Park (Formerly known as Par 3 Gotf Course Property)
Project Summary:
The Future Community Park (formerly known as Par 3 Golf Course Property) conceptual
plan includes the development of an appropriate range of spaces and facilities for general
and passive recreation, such as, open play areas, walking paths, lakes, landscape areas,
etc.; maintaining certain elements of the existing topography; and providing accessibility to
the neighboring community.
The Paks and Recreation Department is woking with the Office of Capital lmprovement
Projects on this project.
Estimated Cost: $1 8,215,770
Budgeted: $5,660,190
Timelines:
Estimated Project Completion Summer 2018
AAIAMIBEACH
O Cty of Mlaml B.ach, lToo Convention Center Drive, Miami Beach, Florida 33139, www.miamibeachfl.gov
Project Name:
Lummus Park Muscle Beach
Project Summary:
This project intends to upgrade the existing aged exercise circuit East of the rock wall at
Lummus Park and 9th street to a modern waypoint for strength lifters, body builders and
fitness buffs. An upgrade to Muscle Beach at Lummus Park was a recommendation made by
the Ocean Drive Task Force and was approved by City Commission on March 9, 2016.
On March 1,2017, the Ci$ Commission passed Resolution No. 2017-29838 to waive bid to
authorize the City Administration to negotiate an agreement with MyEquilibria to construct
the new Muscle Beach.
Estimated Cost:
Budgeted: $200,000
Timelines:
Januarv 2018
MIAMIBEACH
a CltY of Mlami Boach, lToo convention Center Drive, Miami Beach, Florida 33139, www.miamibeachfl.gov
Project Name:
Maurice Gibb Memorial Park Redevelopment
Project Summary:
The southern portion of Maurice Gibb Park was formerly a gas station. During the
construction of the neighborhood improvements, including the stormwater upgrades,
petroleum contamination was identified on the site. This project includes soil and
groundwater assessment and remediation, as approved by Miami-Dade County, to achieve
regulatory site closure. Upon the completion of the soil remediation, this project will redesign
Maurice Gibb Park. The redesign will include a Master Plan that will identify potential uses
and include a playground, vita course, lighted walkways, park benches, waste receptacles, a
single, small dog, dog park, landscaping, irrigation and add new signage.
The Paks and Recreation Department will partner with the Department of Capital
lmprovements Projects and the Environment & Sustainability Division to carry out this
project.
Estimated Cost: $4,1 59,662
Budgeted: $4,261,000
Timelines:
Estimated Project Completion Summer 2019
AAIAMIBEACH
a Clty of Mlami B..ch, lToo Convention Cenler Drive, Miami Beach, Florida 33139, www.miamibeachfl.gov
Project Name:
Mid Beach Parks Restroom Restoration
Project Summary:
Replace plumbing fixtures, hardware, wall/floor tiles, toilet partitions, and paint at the
following Mid Beach Park Restrooms: Collins Park and lndian Beach Park.
These restrooms are in great need of restoration. lts appearance and condition is beyond the
janitorial deep cleaning process, these facilities have a saturated unpleasant odor coming
from the tiles and grout from years of homeless, vagrants, and damage by vandals. The
department continuously receives poor scores on the City's Cleanliness lndex Report and
this restoration will improve scores drastically.
Estimated Cost:
Budgeted: $80,000
Timelines:
September 2018
MIAMIBEACH
O Clty of Miami Beach, ITOO Convention Center Drive, Miami Beach, Florida 33139, www.miamibeachfl.gov
Project Name:
Muss Park Pavilion
Project Summary:
This project consists of the design and construction of a pavilion at Muss Park that would
include restrooms, kitchen and other areas to allow for recreational activities to be carried
out. This project is intended to provide a facility with outdoor rooms to carry out the
afterschool program of approximately 120 children, summer camp and other camps.
Further, the facility has been designed to include large operable doors which can be closed
during inclement weather events, providing a safe, dry indoor space. Having a facility where
indoor programming can take place and provide a shelter for the children, increases the level
of service being provided.
Estimated Cost:
Budgeted: $4,200,000
Timelines:
November 2017
MIAMIBEACH
a Clty of Mlami Beach, ITOO Convention Center Drive, Miami Beach, Florida 33t39, www.miamibeachfl.gov
Project Name:
Normandy lsle Park & Pool Renovation
Project Summary:
This project entails repairing the water leak at the main and kiddie pool and also the
replacement of the pool playground and surfacing due to excessive corrosion and age and
complaints from residents due to the poor condition. New pool furnishings will also be
purchased.
Both the Normandy lsle Park main and kiddie pool are leaking. The main one is leaking in
the pipe that goes to the collection tank and the kiddie pool is leaking in the main drain. The
floor is in need of immediate repairs and it will be needed after repairs to plumbing. The
Parks and Recreation department has received several complaints from residents due to the
bad condition of the kiddie playground.
Estimated Cost:
Budgeted: $375,000
Timelines:
May 2018
MIAMIBEACH
O Cty of Miami Bc.ch, IZOO Convention Center Ddve, Miami Beach, Florida 33139, www.miamibeachfl.gov
Project Name:
Normandy lsle Park Turf Replacement
Project Summary:
lmprovement of the existing field to two t-ball play fields with the potential to utilize as a non-
regulatory soccer field with artificial turf and underdrainage, concrete pads for bleachers,
new drinking fountain, new additional seating.
Estimated Cost: $398,000
Budgeted: $398,000
Timelines:
Anticipated to be issued for Bids in March 2018 and Awarded in May 2018
MIAMIBEACH
a Cig of Mlami Bcach, tToo Convention Center Drive, Miami Beach, Florida 33139, www.miamibeachfl.gov
Project Name:
North Shore Open Space Park Renovation
Project Summary:
Further develop the approved vision plan for the park and complete the renovation of the
park. Redevelopment consists of pedestrian entrances with gates, shade structures with
BBQ, pedestrian beach access, improved and refurbished multi-use walkways with lighting,
open sodded areas, improved landscaping and irrigation. The renovated park will also
include the design and construction of the City's northernmost section of the beach walk
system. The Parks and Recreation Department is working together with the Department of
Capital lmprovements on this project.
Estimated Cost: $1 0,1 60,000
Budgeted: $5,160,000
Timelines:
Estimated Project Completion Spring 2019
MIAMIBEACH
O ciryof Miaml Bc.ch, lzoo Convention center Drive, Miami Beach, Florida 33139, www.miamibeachfl.gov
Project Name:
North Shore Park & Youth Center Restroom Facility Addition
Project Summary:
This project entails the design, construction administration and LEED Services for a 2,160
SF new building, in between an existing storage space and the existing breezeway corridor
of the North Shore Tennis Center Facilities. The new structure includes public restrooms,
concession, small storage room and an outside terrace.
The new restroom facility will also provide additional bathrooms for Parks and Recreation
sponsored events.
Estimated Cost: $1,000,000
Budgeted: $1,000,000
Timelines:
Estimated Project Completion Fall 2018
MIAMIBEACH
O C[yof Mlaml Bcach, lToo Convention Center Drive, Miami Beach, Florida 33139, www.miamibeachfl.gov
Project Name:
North Shore Park Tennis Center Proshop/Office Area Expansion
Project Summary:
Architectura! and engineering Services to improve the existing Tennis Center/Pro
Shop facility at the City of Miami Beach's North Shore Park and Youth Center
located at51 72nd Street.
Estimated Cost $600,000
Budgeted: $600,000
Timelines:
Estimated Project Completion Fall 2018
MIAMIBEACH
O Cig of Mlaml Bclch, lToo Convention Center Drive, Miami Beach, Florida 33139, www.miamibeachfl.gov
Project Name:
South Pointe Park Exterior Lighting
Project Summary:
Replacement of existing bollards lights with 81 LED dimmable light poles that are more
weather and vandalism resistant. The South Pointe Park light fixtures are in constant need of
repair. Complaints are often received from the public and enforcement staff. The
replacement of these bollards for a more weather and vandalism resistant light source will
help to reduce the cunent cost of repairs. Enhanced lighting will improve public safety at the
park.
Estimated Cost:
Budgeted: $585,000
Timelines:
Seotember 2018
MIAMIBEACH
O Clty of Mlaml Boach, lToo Convention Center Drive, Miami Beach, Florida 33139, www.miamibeachfl.gov
Project Name:
Canopy for the North Shore Bandshell
Project Summary:
Design, manufacture and install a custom canopy at the North Beach Band Shellfacility. The
area of coverage for the canopy is approximately 9,700 square feet.
Estimated Cost: $668,000
Budgeted: $668,000
Timelines:
MIAMIBEACH
O cfty o, Mlaml Bcach, 17oo convention Center Drive, Miami Beach, Florida 33139, www.miamibeachfl.gov
Project Name:
North Beach Parks Restroom Restoration
Project Summary:
Replace plumbing fixtures, hardware, wall/floor tiles, toilet partitions, and paint at the
following North Beach Park Restrooms: Crespi Park, Stillwater Park, Tatum Park, Allison
Park, Normandy lsle Park and Fairway Park.
These restrooms are in great need of restoration. lts appearance and condition is beyond the
janitorial deep cleaning process, these facilities have a saturated unpleasant odor coming
from the tiles and grout from years of homeless, vagrants, and damage by vandals. The
department continuously receives poor scores on the City's Cleanliness lndex Report and
this restoration will improve scores drastically.
Estimated Cost:
Budgeted: $190,000
Timelines:
Seotember 2018
MIAMIBEACH
O Ctyoltll.mlB..ch, lToo Convention Csntor Drivo, Miami Beach, Florida 33t39, www.miamibeachf,.gov
Project Name:
Temporary Skate Park
Project Summary:
On October 31,2017, City Commission unanimously approved a 7,500 sq. ft. temporary
traditional skate park at ihe West Lot located North of 82d Street. The project will
included a concrete pad, skate park equipment, fence, landscape and trash/recycle bins.
Estimated Cost:
Budgeted: $75,000
Timelines:
Januarv 201 8
Police
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MIAMIBEACH
Cityof Miami Bsach, lTOO Convention Center Drive, Miami Beach, Florida 33139, www.miamibeachfl.gov
Project Name:
MBPD Staffing Update
Project Summary:
ln February, the Police Department reached near full employment in the sworn
ranks for the first time in several years. However, on June 1,2017, the budgeted
strength of sworn police officer positions increased by 17, from 390 to 407.
These 17 positions were added by the Commission in June of the 2016-2017
fiscal year to address conditions in the new Entertainment District police
command known as "Area 4," as well as to supplement specialized neighborhood
beat assignments in Mid-Beach and North Beach.
It was originally envisioned that 12 of these new officer positions the
Entertainment District additions would be added in February, with the
remaining 5 officers for Mid-Beach and North Beach added in June. ln part to
achieve savings in Resort Tax expenditures, and in part because of
recruitmenUhiring challenges, the date for adding all 17 of these positions was
pushed back to June 1.
The Department currently has 13 vacant officer positions, with another 12 new
officers in various stages of training. Ten (10) of the vacant positions will be filled
by 10 recruits currently attending the Miami-Dade Community Police Academy.
These 10 do not become employees until they finish the Academy in February.
The Department hopes to again achieve near-full employment early in 2018.
However the lengthy nature of police officer hiring is such that with their various
classroom and field training requirements, the last 10 of these new officers will
not achieve fully deployable status and count toward patrol staffing until July,
2018.
Deployment of sworn personnel across the breadth of the organization is an
ongoing challenge. The Department strives to be flexible enough to provide basic
24-hour patro! service while also addressing our highest priorities, such as
reducing crime, conducting quality investigations, and improving traffic safety and
traffic flow while also meeting demands from the community for a visible,
impactful presence in neighborhoods.
The Department must perform many functions besides 24-hour citywide patrol
services. These include: criminal investigations; traffic management and
enforcement; community beat and neighborhood resource officer functions;
RDA patrol; Ocean Drive patrol; homeless outreach; evidence collection/storage
and property clerk functions; training; hiring and recruitment; background
investigations of police and other city employees; K-9 operations; narcotics and
vice investigations; physical plant and fleet maintenance; holding cell coverage
and tra ; specialized crime efforts: accident
investigations; special events planning and coordination; internal affairs
investigations; and technology support for a vast affay of hardware and software
that supports a modern, high-functioning, full-service police department.
Patrol Staffinq and Deplovment Summarv
Basic patrol staffing - the personnel who respond 24-hours a day to 911 and
other calls for initial police response and service - accounts for 286 of the
Department's 407 sworn positions, including supervisors. The Department
currently projects that there are 14 vacancies in the Operations Division, the
Division responsible for this basic patrol function. The minimum staffing for the
24-hour patrol function is 32 officers per shift, to include a Shift Commander and
Area supervisors, divided up between the four patrol districts as follows:
1 Shift Commander (City wide)
7 Officers (including a supervisor) in North Beach/Area 3
7 Officers (including a supervisor) in Middle Beach/Area 2
11 Officers (including a supervisor) in South Beach/Area 1
(1 assigned to cell security/prisoner processing and transport; 1 assigned
to Headquarters front desk intake and report writing)
6 Officers (including a supervisor) in the Entertainment DistricUArea 4.
These officers' shifts overlap for the following time frames each day: between
7:00 am and 8:00 am; between 3:00 pm and 5:00 pm; and between 10:00 pm
and 1:00 am. The overlap periods are timed to achieve maximum efficiency to
address call load. Because there are double the personnel during overlap
periods, the overlaps are also used to deploy officers to address particular areas
and crime, traffic or quality-of-life conditions. For example, for much of the past
two years the 10:00 pm to 1 :00 am overlap has been deployed on weekend
nights to Ocean Drive. The overlap periods are also used for training, as they
are an ideal time to train entire patrol squads together as teams.
ln addition to the 32 officers deployed on patrol across the 24-hour,7-day week,
there are approximately 85 other officers (when fully staffed to include
supervisors) who are regularly assigned to related patrol/enforcement duties.
These are the officers assigned to: the Ocean Drive squads; the Motor Unit; the
RDA patrol squads; the Neighborhood Resource Officers (NROs) and Beat
Officers; the Homeless Outreach Team, the Crime Suppression Teams (CST)
and the Special lnvestigation Unit, which does undercover vice and narcotics
enforcement.
The Ocean Drive squads consist of 10 officers and 2 supervisors. They patrol
Ocean Drive from 5 to 15 Street, the 100 blocks between Ocean Drive and
Collins Ave, Lummus Park and the beach. They usually work from 8 p.m. to 6
a.m. The first Ocean Drive Squad was implemented in November,2015. The
second squad began work in January of this year, and between the two, MBPD
now has seven-day coverage on Ocean Drive, which was a high priority of the
Commission in this year's budget planning.
The Motor Unit consists of 15 officers and 2 supervisors. They do traffic
enforcement 5 days a week, covering the hours from 6:30 am to 9:00 pm each
dav. Their function is to control motorist behavior enforcement
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so as to encourage safe driving and the best possible traffic flow. They
particularly focus on traffic flow during evening rush hour. They also do
significant motorcade escort work for visiting dignitaries and special events.
When crime conditions warrant, the motor officers also are deployed to particular
areas to do speed and signal enforcement, because this kind of enforcement is a
visible and effective deterrent to crime.
The RDA officers total is 16 (including2 supervisors). They patro! Lincoln Road
and the City Center seven days a week, from 11 am until 9 pm, focusing on
crime, crowd control, traffic safety and quality-of-life offenses.
There are a total of 5 officers, including 1 supervisor assigned to the Homeless
Resource Unit. Expansion of this unit from 2 to 5 officers was also a priority of
the Commission in last year's budget cycle. These officers work all hours of the
day and night, varying their schedule to address homeless complaints, conditions
and hot spots.
There are a total of 3 NROs and 11 patrol beat officers. The three NROs are
assigned to Areas 1,2 and 3. The beat officers are assigned to Areas 1,2,3 and
4. All of these officers engage in traditional community policing and problem
solving efforts. The beat officers spend nearly all their time on patrol, covering
south of Sth Street (SOFNA), Washington Ave, 41't Street, the mid-beach
Boardwalk area and the Collins Avenue/71't Street corridor. The NROs combine
their regular patrol activity with attending to neighborhood meetings and specific
problem-solving initiatives at the direction of their Area Captain. Consistent with
Commission direction, 4 additional beat officers will be added in Mid-Beach and
North Beach when the Department reaches full staffing next year.
For the time being and until full staffing is achieved, the Department is operating
with only one Crime Suppression Team (CST), consisting of 6 officers (including
1 supervisor). CST officers operate in both uniform and plain clothes and are
dedicated full-time to affirmative crime reduction, addressing current hot spots
and crime patterns based on intelligence developed by our crime analysts and
our twice-monthly Crime Strategy Meetings. CST officers are not tied to the radio
and generally do not respond to dispatched calls for service. Therefore, they
have the flexibility to proactively address criminal activity and are the
Department's highest-activity arrest unit. CST is also the lead unit charged with
find ing wanted dangerous fugitives.
The MBPD previously operated with two CST teams, but given the current
staffing shortage and the demand for a two Ocean Drive Squads, a second CST
team will likely not be up and running again until early in the 2018 when full
staffing is achieved. CST generally works 3 pm to 1 am and spends the bulk of
its time deployed in South Beach, where the demand for this kind of policing is
highest. However, CST will operate anyruhere in the city where a current crime
pattern needs addressing. When the second CST team is restored to service, it
will likely work an overnight shift.
The Special lnvestigations Unit is the Police Department's vice and narcotics
enforcement team : the MBPD's undercover officers. The Police Department
does not publicly disclose details about this team or its staffing. However, this is
a relativelv small souad and is short staffed. !t is therefore worki
jointly with CST on nearly all its operations. The Department also expects SIS to
get to full strength in early 2018 when full staffing is achieved.
Also assigned to the Operations Division is a small Accident lnvestigation Unit
consisting of 5 officers (including a supervisor). They investigate all hit-and-run
traffic accidents and serious injury crashes, manage the Photo Red Light
program and several traffic safety grants, conduct DUI and seatbelt enforcement
operations, and provide essential training for the Department on DUI and traffic-
enfo rcement-related issues.
The net effect of these many additional officers in these specialized units is that,
depending upon the time of day, the basic patrol staffing of 32 officers is
significantly augmented by the presence on the street of anywhere from 10 to 15
additional officers on each shift. At peak times, such as the late afternoon/early
evening, the number of officers out on street, responding to calls and protecting
resrdenfs is typically 20 additional officers or more. Further, during the overlap
hours of 3:00 pm and 5:00 pm and 10:00 pm and 1:00 am, basic patrol staffing is
doubled from 32 to 64 officers.
Detective Staffinq and Other Support Personnel
Because MBPD is a full service police department, it performs many other
functions besides patrol services. The majority of the non-patrol personnel, 66
detectives and supervisors, are assigned to the lnvestigations Division. The
Department currently projects that there are 11 vacancies in the lnvestigations
Division, all of which exist in CST and SlS. The lnvestigations Division is broken
down into Units with titles that generally describe their expertise and specialties.
They are: Major Crimes; Property Crime; Economic Crime, Human Trafficking,
Special Victims, Crime Suppression, Special lnvestigations (Vice and Narcotics)
and the Robbery Unit.
Detectives are working seven days a week and are typically available for
immediate response to a street incident requiring their services from 7 a.m. until
3 a.m. Since on any given day, these detectives may be out on the street
investigating a case and/or searching for suspects, they are an immediate
additional resource to patrol officers in a crisis. The Robbery Unit, in particular,
spends a majority of its time on the street hunting for wanted robbery suspects
and is a prolific, high-arrest unit. lt consists of 7 detectives and a supervisor.
The other significant non-patrol units of the MBPD are: the lnternal Affairs Unit,
consisting of 7 supervisors: the Training Unit, consisting of 5 officers and 2
supervisors: the Background and Recruitment Unit, consisting of 3 officers and 2
supervisors: and the lnformation Resources Unit, consisting of 5 officers and 2
supervisors. The lnformation Resources Unit does all the technical support for
the Department, including managing and training on software programs,
maintaining and installing hardware, managing surveillance camera and license
plate reader (LPR) technology, doing research and procurement, and managing
the myriad of technological issues associated with running a modern police
department.
Eight (8) officers are assigned to local area task forces and special assignments
because of the nature of the work these units rm and the sionificant
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additional value that accrues to Miami Beach and crime fighting/public safety
because of their presence. One (1) sergeant is detailed to the Parks Department
to assist in running the Park Ranger program. The 7 detectives are assigned as
follows: 1 to the Miami-Dade Robbery lnterdiction Detail (RlD); 1 to the
IRS/HIDTA Financial Crimes Task Force; 1 to the FBI Human Trafficking Task
Force; 1 to the FBI Public Corruption Task Force; 1 to the FBI Joint Terrorism
Task Force; and 2 to the State Attorney's Public Corruption Task Force.
There are a handful of other assignments in the Department that require sworn
personnel, to include among others the 1 Public lnformation Officer position, 3
supervisors assigned to the Property and Evidence Unit, 3 supervisors assigned
to the Special Events/Off-Duty Office, and 1 officer assigned to the Police Athletic
League.
lmpact of Arrest Processing on Patrol Presence
ln 2016, the MBPD made 5,431 custodial arrests. Each arrest takes the arresting
officer, and perhaps a second officer depending upon circumstances, off the
street for a period of time to process the prisoner, prepare reports and voucher
evidence. So each arrest has a direct impact on officer patrol presence on the
street. lt is difficult to calculate the patrol time lost to arrest processing, but the
number is significant. The Police Department has applied some basic
assumptions and analysis, below.
Of the 5,431 custodial arrests in 2016, perhaps 8 percent were made by
detectives. That leaves 4,997 arrests made by patrol officers in 2016. A
conservative assumption is that in each such patrol arrest, the arresting officer
was taken off the street for a minimum of 90 minutes to process his/her prisoner
and any evidence. A further conservative assumption is that in 30 percent of
these arrests, a second officer was needed to assist in prisoner handling and
post-arrest processing, also for a minimum of 90 minutes.
Applying these assumptions, the MBPD conservatively calculates that in 2016,
approximately 10,000 hours of officer patrol time were lost to post-arrest
processing of prisoners and evidence. This is the equivalent total patrol time in a
year provided by approximately 7 full-time police officers.
The impact of these arrests on the day-to-day street patrol time and visible street
presence of our police officers is significant. Arrest-processing time has a
particularly significant impact on teams with high-volume arrest activity, like the
Ocean Drive Squads and the Crime Suppression Teams. For example, on a busy
weekend overnight shift on Ocean Drive, the Ocean Drive Squad might make 6
arrests, which would quickly translate into g to 12 hours or more of lost patrol
time for the members of that team, with a corresponding lack of visibility and
presence of these patrol officers on Ocean Drive.
lniuries and Impact on Staffing and Patrol Presence
lnjuries are a routine part of policing. At any given time, a number of officers will
be unavailable because of line-of-duty injury, and in some cases because of
injury or illness unconnected to police work. At a recent snapshot in time, the
MBPD had 10 officers at home recovering from injury or illness. Nine (9) were
line-of-duty related, and 1 was from illness/injury unrelated to police work.
Another 2 officers had returned to work but in a limited capacity and were
assigned to non-enforcement duties while they fully recovered.
The loss of patrol services from illness, injury and special leave
(maternity/paternity leave being the most significant) has a significant impact on
staffing and visible patrol presence for the Department.
Gonclusion
With the addition of 17 new officer positions as of June 1 and due to recent
attrition, the Police Department is currently dealing with a staffing shortfall.
Despite this shortfall, the Department has reallocated resources to address the
Commission's priorities expressed in the budget process, particularly in the new
Entertainment DistricUArea 4 and regarding homeless conditions.
The Department has in place a plan to re-achieve full staffing by early 2018, but
field training of the last 10 of these new officers will take an additional five
months, and only then will the new officers fu!!y count toward staffing. The
shortfalls of personne! are roughly evenly divided for now between Operations
Division, which supports basic patrol services, and the lnvestigations Divisions,
which performs the Department's basic detective functions and specialized crime
suppression and narcotics and vice operations.
Estimated Cost: Positions approved by the City Commission through the fiscal budget
process.
Timelines: Ongoing
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MIAMIBEACH
O
City of Miami Beach, lToo Convenlion Center Drive, Miami Beach, Florida 33139, www.miamibeachfl.gov
Project Name: Recruitment & Hiring
Police Department - S Services Division
Current Department
The police department is currently budgeted for 408 sworn personnel and 120
civilian support staff (528 in total). Currently, 395 and 112 sworn and civilian
positions are filled respectively. Processes are underway to fill all of the civilian
vacancies shortly. The Department anticipates reaching near-full employment in
the sworn ranks in early 2018, with 10 newofficers being hired as soon asthey
graduate the Miami-Dade Community College Police Academy in February.
Non-Gertified Hiring Pilot Program
Last year, the Department implemented a pilot program in which it undenurote
the cost of sending non-certified police candidates to the police academy. With
the successful completion of the academy and the passing of the state
certification test, the Department committed to hiring each candidate. To date, 8
candidates have been hired through this process, with an additional 10 presently
in the Police Academy and expected to graduate and join the MBPD. Ten (10)
vacant police officer positions are being held for their arrival and expected
appointment in February, 2018.
Gontinuous Hiring Process
Traditionally, much like other police departments, the MBPD had a hiring model
that consisted of a defined open application period and closing date. The main
disadvantage of such a process is that viable candidates are sometimes kept
waiting for extended periods of time before they can apply for a position, often far
too long in a competitive recruiting market. As such, candidates often times went
to, and were hired by, other Departments because MBPD's hiring cycle did not fit
the candidate's needs.
ln this fiscal year, the MBPD, with the assistance of the Human Resources
Department, has adopted a new hiring model specifically designed to do the
following:
1. Make it possible for a given candidate to apply at any time to the
Department.
2. Significantly reduce the length of time it takes from the initial completion of
an application to completion of the physical screening and background.
3. Attract the best of the best among candidates, and hiring them without
delay and before they are offered a position with another competitive
police agency.
The essence of this new hiring process is the concept of an evolving hiring list,
constantly updated to account for high-caliber candidates, regardless of when
they apply. Each candidate is promptly tested and evaluated through best
practices established the HR Department. He or she is then placed on the hiring
list wherever their total score allows. Those at the top of list are processed first
for any openings. The hiring list is constantly updated to accommodate the new
talent that has entered the competitive pool.
Recruitment
For 2017, the Department participated in 25 recruitment events. As a result, 270
interest cards were received from certified police officers (5 of whom have since
been hired) and an additional 481 from non-certified applicants. On November 4,
2017, the Department will host the first-ever "Becoming a Woman in Blue"
summit. No other local organization has ever done this. More than 120
applicants have signed up to attend. The goal is to leverage this opportunity and
eventually increase the Department's current female sworn numbers from 13
percent to a minimum of 20 percent.
Estimated Cost:
Part of the Police : FY2O17l18
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MIAMIBEACH
Cityof Miami Beach, ITOO Convention Center Drive, Miami Beach, Florida 33139, www.miamibeachfl.gov
Project Name: Citywide Public Safety Cameras & License Plate Reader Program
Project Summary:
For the past three years, 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-to-be-decommissioned wireless
infrastructure used for the citywide Wi-Fl system. The initia! cameras were
purchased with Federal JAG Grants and were deployed strategically along
Ocean Drive and other areas that would allow the Department to monitor traffic
for major events.
As a result of the success of the program, the City Commission programmed
approximately $1 million over three years to allow the Department to cover the
entrance and exits of the City with license plate readers. The first year of funding
was not used due to FDOT's policy restrictions regarding license plate readers
on state road rights of way. The Police Department has since explored other
options and have now deployed license plate readers at the following locations:
o Venetian Causeway (City Limits & Purdy Ave)o MacArthur Eastbound. 6th Street and Washington Aveo VMS Trailer with License Plate Reader (Mobile)o 10 marked patrol cars with mobile license plate readers
ln addition to the above locations, within the next 60 days the following locations
will also have license plate readers:
o Alton Road & Chase Aveo Julia Tuttle Westbound from Northbound Alton Rd on-ramp. 67 Street and lndian Creek.. 87th Terr. Collins and Harding Ave (Northbound and Southbound Lanes)
ln FY17118, the Department will explore identifying locations along 71 Street at
city limits to outfit the east and westbound lanes with license plate readers, as
well as areas along 41 Street and the Julia Tuttle Causeway. The federal JAG
Grant for FY18 will be programmed for the purchase of an additional mobile
trailer outfitted with LPR cameras.
The wireless infrastructure continues to be upgraded with funding approval. Last
year, a CIP request was submitted and approved to deploy cameras along the
North Beach Business District. The North Beach wireless site is slated to be
upgraded in this budget year. At the conclusion of the upgrade, 15 cameras will
be deployed along the North Beach Business District.
ln addition to the 16 cameras deployed along Ocean Drive, the Commission has
approved phase 1 of 3 to outfit the Entertainment District with a "camera on every
corner." This Phase 1 will add an additional 12 cameras to the Ocean
Drive/Lummus Park area.
There are currently 17 cameras dedicated to monitoring traffic along major
arteries to the city. The majority of these cameras are located along the south
district. This fiscal year, the Police Department plans to deploy an additional 20
cameras concentrating on areas of Mid and North Beach to assist with our traffic
challenges.
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 face in
addition to the cost of the cameras and their supporting hardware are related to
the lack of other necessary infrastructure, such as continuous power and
connectivity to transport the data.
Estimated Cost:
$600,000.00 in FY17l18 is allocated for North Beach Wireless Site Upgrade, North Beach
Business, LPR Expansion, and Phase 1 of 3 for Entertainment District Cameras.
Timelines: Ongoing
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MIAMIBEACH
O
Cityof Miami Beach, lToo Convention Center Drive, Miami Beach, Florida 33139, www.miamibeachfl.gov
Project Name:
MBPD Ocean Drive and Entertainment District lnitiative
Project Summary:
The following is a summary regarding Ocean Drive and the ongoing efforts by the
Police Department to reduce crime and improve quality of !ife. This includes the
pertinent issues, proactive measures and police resources deployed since 2014
to deal with Ocean Drive and the Entertainment District. Today, there is a
concentration of police activity and proactive effort in the Ocean Drive area that
far exceeds that seen in any other area of the City.
ln June of 2014 when the new Police Chief took office, there were no significant
fulltime resources dedicated to Ocean Drive. The current police area command
known as Area 4, or the "Entertainment District," did not exist, nor did the two
specialized Ocean Drive patrol squads. Very few officers worked off duty on
Ocean Drive. These volunteer jobs that were offered by businesses on Ocean
Drive often went unfilled because officers found the off-duty work undesirable.
ln late 2014, under the new Police Chiefs direction and after he reorganized the
Command Staff, the Department began to surge resources specifically to
address crime and quality-of-life issues on the beach, in Lummus Park, on
Ocean Drive and into the 100 blocks between Sth and 15th Street. These efforts
have had a positive impact on crime, with major crime dropping nearly 16 percent
in these areas in 2016 and crime continuing to trend downward in 2017.
As a further reform, the Chief proposed and the Commission approved a
reorganization of the Department in October of 2016 that included adding
additional resources and creating a new police command, known as Area 4 and
encompassing sth to 15th Street, from the beach shoreline to Washington
Avenue. A newly promoted Captain, lan Robinson, was placed in command of
Area 4, and the Commission approved a budget add of 12 new police officers at
a cost of $1 million to address conditions in this new "Entertainment District."
The principal focus of Captain Robinson's efforts has been Ocean Drive and its
immediate environs.
Current Crime Data and Trends:
The Police Department has periodically provided crime data and related analysis
and updates regarding conditions on Ocean Drive and within the Entertainment
District. A summary of the LTCs most relevant to any discussion or analysis of
Ocean Drive is provided below. These LTCs have a vast amount of additional
information that can be provided to the new mayor and commissioners if
ted.
The proactive measures by the MBPD in the past three years have had a positive
impact on crime. Major Index Crime citywide decreased 12 percent from 2013 to
2016. Major crime declined 6 percent in 2016 alone and is on track to decline
another 8 percent in 2017.
The new crime data show an even more dramatic and positive impact from
MBPD's proactive policing in the entire Area 4lEntertainment District in 2016 and
2017. This includes within the narrower patrol area we now define as "Ocean
Drive" (from ocean shoreline west to the 100 blocks, and north to south from 5 to
15 Streets). Compared to 2015, the Police Department data showed a 10. 50
percent decrease in major crime in 2016 in the Entertainment District and a
concomitant 15.86 percent decrease in the Ocean Drive area. Through June 30
of 2017, the Department achieved another 15.94 percent decrease in major
crime in the Entertainment District and another 9.19 percent decrease in the
Ocean Drive area.
Three-Year Summary of Proactive MBPD Measures:
Here is a summary of the important milestones in the Police Department's three-
year-plus journey to anive at how Ocean Drive is policed today.
o LTC 299-2014 of August 29, 2014, announced the reinstitution of off-duty
work on Ocean Drive and other nightclubs around city, with a summary of
the internal reforms to the off-duty program the Police Chief instituted
following a very public scandal in which a severely intoxicated sergeant,
one of the few officers still working off duty on Ocean Drive, was
discovered to have consumed alcohol excessively at Mango's and Fat
Tuesday's while under their employ and in his police uniform.
o LTC 369-2014 of November 4,2014, provided an update on the off-duty
nightclub program and the reforms instituted by the Police Chief after the
scandal and further explained that police officers are still not volunteering
to work off duty on Ocean Drive, a long-standing problem that exists to
this day.
. LTC 421-2014 of December 16,2014, announced the first aggressive new
crime-fighting measures for Ocean Drive, Lummus Park and the beach
area. These included creating a first-ever Ocean Drive Squad, with a
sergeant and two officers assigned to walking patrols (8 pm to 6 am) and
an additional team of ATV officers assigned to the beach area. The plan
also included closing of the beach at midnight via signs and temporary
barriers at each entrince from South Pointe to 1Sth Street, the addition of
a second full-time Homeless Liaison Officer (HLO), and a new focus by
the HLOs on Lummus Park. Also included in the LTC was a summary of
the first of many police resource enforcement surges, with combined
MBPD units focusing on Ocean Drive to include the Crime Suppression
and Special lnvestigation (narcotics/vice) teams, which made 137 arrests
in a 30-day period.
. LTC 369-2015 of mber 15, 2015, updated the MBPD's efforts on
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Ocean Drive for both the Commission and the Ocean Drive Task Force.
This LTC explained that at the Police Department's urging, the city had
now installed permanent gates at the beach entrances at considerable
expense. The memo also explained two police operations in 2015 that
involved surging police resources to Ocean Drive -- "Operation Visibility" in
April and "Operation Crimson Tide" in September, both with significant
arrests and impacts on crime. The LTC further explained the now regular
police tactic of deployment of extra uniform personnel to Ocean Drive on
the evening shift "overlap." (Shift overlap is when two patrol shifts - e.g.
afternoons and midnights - overlap for three hours each day. lt is a time
when patrol resources are temporarily doubled and is designed to provide
maximum resources to meet the busiest call load. Since September of
2015, the Department has routinely assigned shift overlap personnel to
Ocean Drive, especially on Friday-Sunday evenings.)
LTC 011-2016 of January 12,2016, providing a comprehensive summary
of 2015 Police Department efforts on Ocean Drive. Particularly notable in
this summary are the 317 felony and 480 misdemeanor arrests made by
the new Ocean Drive Squad in its first full year in operation. Also notable
was the 19.6 percent reduction in major index crime specifically on Ocean
Drive itself.
LTC 110-2016 of March 14, 2016, provided the Commission with a
summary of the Police Department's new measures to be implemented
during "high impact weekends." Most notable among these new measures
was the plan - now routinely used for major weekends - to close off
Ocean Drive to traffic from 7th to 11th Streets to eliminate vehicular-
pedestrian conflict, increase visibility and ease tension during periods of
large crowds and high density.
LTC 288-2016 of July 5, 2016 updated the Commission on year-to-date
crime trends and explained the latest efforts along Ocean Drive and in the
Entertainment District, and proposed a new Area 4 police command
beginning with the start of FY16-17 on October 1,2016. Notable in this
LTC is the explanation of the significant reductions in crime in the
Entertainment District (especially robberies), the particular effectiveness of
the Ocean Drive Squad in catching robbery suspects before they flee the
area, the deployment of "overlap" patrol officers to Ocean Drive on the
midnight shift, some specialized new patrol deployment tactics being
initiated and the beginning of another enforcement surge of resources
known as "Operation Strike Back."
LTC 029-2017 of January 17, 2017 updated the Commission on the work
of the Ocean Drive Squad in 2017 and announced that a second Ocean
Drive Squad would come on line mid-February. After now two full years of
operation, this LTC highlights the success of the original Ocean Drive
Squad and its patrol concept. The team made 204 felony and 309
misdemeanor arrests in 2016. During that same period, major index crime
was reduced by 11 percent in the Ocean Drive Area.
o LTC 046-2017 of Januarv 26.2017 is the Ocean Drive 1O-Point Plan
Update. The notable contributions of the Police Department in the 10-
Point Plan are referenced in: ltem 1A, the implementation of the Ocean
Drive Squads; ltem 18, the Park Ranger Program, which is supervised by
a Police Sergeant; ltem 1D, the private security patrol, since implemented
and now known as the "Ocean Drive Block Patrol," private security
personnel who have been trained by and work closed with MBPD; ltem
1F, Alley Lighting, the improvements of which were carefully coordinated
by MBPD and Public Works; ltem 38, the cafe table and chair
improvements done in part based on MBPD advocacy for better access
and visibility on the west side of Ocean Drive; and ltem 3H, Improved
Lighting for Lummus Park, again in part based on MBPD advocacy and
careful surveying with Public Works.
Conclusion:
The challenges the Police Department faces in policing the Ocean Drive Area
and the new Area 4/Entertainment District are significant. ln the past three-plus
years, the Department has been adaptive and creative, employing a variety of
strategies and initiatives to impact crime and achieve significant successes. The
Commission has supported these efforts with additional personnel and
resources. Today, the Ocean Drive area has dedicated to it the highest
concentration of police resources in the City.
Estimated Cost: Positions approved by the City Commission through the fiscal
budget process.
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MIAAAIBEACH
O Cityof Miami ieach, lToo Convention Center Drive, Miami Beach, Florida 33,139, www.miamibeachfl.gov
Project Name:
New Homeless lnitiative; Police Department Petitions for lnvoluntary
Assessment and Mandated Treatment
Pt"J".t Sr.rm."rf
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 lifethreatening alcohol addiction.
The Police Department, via its twice-monthly Homeless Solutions Meetings,
identified 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
returned to the streets. They have consistently refused the city's offer of shelter
and social services.
The Police Department and Fire Department frequently receive calls about these
individuals for medical events 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 individuals were repeatedly committed by our police
officers to local hospitals for 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 of police and fire resources would continue, and their
presence on our streets would remain an eyesore and challenge for our
community.
The Police Department recognized that without acute clinical care, these
individuals would eventually die on our streets. Members of the Department
attended a valuable training class where the Miami- Dade State Attorney's Office
presented the steps to have an individual involuntarilv committed for treatment of
his/her addiction. After this class, our team of Homeless Resource Officers and
Neighborhood Resource Officers were determined to explore the mandatory
treatment route through ex parte petitions made to the courts. They gathered the
required forms, established an action 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 officers have collected com records and
documenting the obvious health deterioration of individuals fitting these criteria
and make their ex parte petitions to the court, requesting 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 facilitate what is usually a long process.
To date, 16 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 four (4) "graduates" of the program so far, all men who have moved
on to sustained housing and what we hope will be long-term sobriety. They are
daily receiving proper, ongoing medical and mental health care and follow up by
clinicians.
Our Police Department is the first in Miami-Dade County to pursue this ex parte
petition process. The standard for court-ordered mandatory 60-day evaluation
and treatment will likely remain very high. So this is not a solution for other than
the most chronically homeless, persons who are severely alcohol dependent to
the point of having a lifethreatening 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.
Estimated Cost:
N/A
Tirnelinesr
Continuous
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MIAMIBEACH
City of Miami Boach, IZOO Convention Center Drive, Miami Beach, Florida 33139, www.miamibeachfl.gov
Project Name:
Police Department - Patrol Area 1
Project Summary: The Police Department Area 1 patrol command has the
following boundaries: Dade Boulevard south to the Bay, inclusive of Palm,
Hibiscus, and Star lsland. Area 1 does not include the Entertainment District.
The Area 1 Captain is also in command of the following specialized units: 1)
Redevelopment Area (RDA); Motor Unit; Accident lnvestigation Unit; and 4) K-9
Unit.
Current Issues that lmpact or lmplicate Police Services:
o Trafficflow/mitigation. Homelessnesso Quality of Life lssues. Large crowd safety concerns. !ncrease demands for police-community partnershipso Numerous construction projects (public and private)
Current lnitiatives:
. Driving under the lnfluence (DUl) saturationso License Plate Reader (LPR) detailso President's Council quarterly meetings with the Presidents of all HOA'so Attendance at monthly HOA meetings. High visibility directed patrols in the Redevelopment Area (RDA)r Annual Holiday Toy Drive. Afternoon rush hour "Block the Box" initiative. Traffic control center camera detailo Targeted speed enforcement by the motor squad.
Estimated Cost:
Part of the Police/RDA budqet.
Timelines:
These initiatives are implemented throughout the year. Some are daily, some monthly, and
others quarterly.
MIAMIBEACH
City of Miami Beach, ITOO Convention Center Drive, Miami Beach, Florida 33139, www.miamibeachfl.gov
Project Name:
Police Deoartment - Patrol Area2
Project Summary: The Police Department Area 2 Patrol Command has the
following boundaries: 23'd Street and the Beach to the Bay up to 63'd Street and
the Beach to the Bay, inclusive of the Venetian lslands, the Sunset lslands and
La Gorce lsland. The Area 2 Captain is also in command of the Marine Patrol
Unit.
Current lssues that lmpact or Implicate Police Services:
o Traffic EnforcemenUMitigation. Quality of Life/Homeless issues. Boardwalk issueso lncreased demands for police community partnershipso Demands for educational partnerships with the elementary, middle and
high schools. Safe boating for motorized and leisure vessels
Current lnitiatives:
Traffic EnforcemenUM itigation. Quarterly Nautilus Area Traffic Enforcement Detail is conducted by on
duty officers with a motor componento Traffic Mitigation for 41 Street during afternoon rush hour and school
dismissa! is conducted by on duty officers with a motor component
Quality of Life/Homeless issueso Midnight shift officers conduct pre-dawn checks of the 41tt Street business
corridor. 41't Street Beat and NRO conduct daily checks of 41 Street corridor
Boardwalk issueso Boardwalk Beat officers conduct homeless referrals, and refer
homelessness, substance abuse, drug sales, and suspicious persons to
Homeless Resource Team and the Street Crimes Unit as appropriate
lncreased Demand for Police Community Partnershipso Area Captain and Neighborhood Resource Officer meet quarterly or more
with the HOA's, religious institutions, hospital administration and
businesses
Demands for educational partnerships with the elementary, middle and
hiqh schools
o Monthly visits to school classrooms through SLO's, Kindergarten COPs,
Keep a Clear Mind Program and the PAL programs. Area 2 personnel
handle special requests to include bullying, bicycle safety, career day and
social media safety as requested
Safe Boating for motorized and leisure vessels. Marine Patrol conducts boating safety and equipment checks and ensures
water sports are being conducted safely with proper licensure.
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
o Quarterlyo As special events dictate
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MIAMIBTACH
Cityof Miami Beach, |TOO Convention Center Drive, Miami Beach, Florida 33139, www.miamibeachfl.gov
Project Name:
Police Department - Patrol Area 3
Project Summary: The Police Department Area 3 patrol command has the
fotlowing boundaries: 63'd Street North to 87th Street, West to the Center of the
East Bridge on 79th Street.
Gurrent lssues that lmpact or lmplicate Police Services:
o North Uniform Patrol Officers are issued Areas of Responsibility to patrol
during their down times.o North Dayshift Units have Roll Calls out of the North End Substation
(NESS). This increases transfer times and covers all School Details.o North Walking Beats have been proactively engaging the business
corridor in order to get buy in from the community.o Added two North Walking beat officers on Afternoons to cover the busier
times. ln the future the Department will add two more on dayshift to work
on the opposite side of week of the two that are there now.o North Area Resource Officer (NRO) continues to offer crime prevention
surveys free to any resident and business owner.. The NESS now has a full Gym and newly remodeled bathrooms with
showers so officers remain in zone while they maintain a fitness
commitment.. Our assigned Crime Analyst is a vital tool to keep all north officers
informed of current trends. She remains up north twice a week so she is
accessible for the crime trends and updating of officers.o All HOA presidents are kept informed of any issues or spikes directly by
me so they are a key in keeping an eye out for crime.o The monthly community meeting is a way for us to keep messaging the
residents and keep reaching out for new members to join the HOA and
Police teams.o The following equipment is now assigned to the NESS and is routinely
used by all officers: 2 ATV, 1 Police Golf Cart, Numerous Bikes, Patrol
Boat available 24 hours, undercover vehicles, new 20 foot storage
container to store our equipment.. The following monthly recurring events are covered with extra patro!
details: Ocean Terrace Food Trucks, Friday Night Live at the Fountain,
and Full Moon Drum Circle at Open Space Park.o The overall crime has dropped 9 percent in the last couple years in our
North Area.. Officers routinely do undercover patrols for illegal trash dumping which
has been an issue in the north area.
Current lnitiatives:
. Police Surveillance cameras the Business corridor
and high impact areas will be installed.o LPR (License Plate Readers) will be installed at each main corridor at
entry and exit points.o LPR will be installed at the Normandy Shores Guard house gate.o LPR is being considered for installation by Biscayne Point HOA.. Adding 2 dayshift walking beat officers to work Saturday, Sunday, Monday
and Tuesday. They will complement the current 2 officers off on Sunday,
Monday and Tuesday.o Adding a generator to the NESS for emergency power during storms.o NESS roof will be properly prepared for hurricane season.. NESS south parking lot will be releveled, drainage installed and repaved.. Body Worn Camera docking stations will be installed to a!!ow North
officers to remain in zone and not have to go to the MBPD HQ.o Electronic vehicle key lock box wi!! be installed for proper spare equipment
issuance.. 2 person 4x4 gator with emergency equipment.
Estimated Cost:
Part of the Police budoet.
Timelines: Ongoing
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O Public Works
Executive Summary
ES.1 lntroduction and Background
On fune 9,20L0, the City of Miami Beach (City) authorized CDM Smith Inc. (CDM Smith) to develop a
City-wide Comprehensive Stormwater Management Master Plan (SWMMP) in order to evaluate and
update its stormwater management practices, infrastructure, funding and regulatory policies.
Miami Beach is one of 16 municipalities that entered into an Interlocal Agreement (lLA) with Miami-
Dade County in 1993 fsubsequently 17 additional municipalities have also entered an ILA with Miami-
Dade County), autlorizing Miami-Dade County to be the lead permittee in submitting a National
Pollutant Discharge Elimination System (NPDES) Stormwater Permit Application, which was required
by federal law. One condition of the ILA requires the City of Miami Beach to develop a SWMMP that is
consistent with Miami-Dade County's Master Plan. This report is the update and expansion of the
SWMMP.
The SWMMP is intended to be a guide for improving the City's stormwater management system flood
control and water quality performance for the next 20 years, with considerations of potential sea level
change (SLCJ over 2O-years of stormwater infrastruchrre and a 50-year planning horizon for sea wall
heights. SLC, to the extent it occurs, will worsen flooding potential in the City by raising the tide levels
and water table and by making it more difficult to discharge stormwater out of the area. The SWMMP
provides , p.lli.irary schedule of prioritized capital improvements necessary to allow the Cifls
stormwater systems to:
1. meet the increasing performance and regulatory demands,
2. modernize existing systems for both flood control and water quality, and
3. maintain the City-desired flood control level of service (LOS).
The City is a highly urbanized coastal community located in soutleast Florida and is a major economic
resource to t}le region. Bounded by the Atlantic Ocean and the environmentally sensitive Biscayne Bay
Aquatic Preserve, which is also an Outstanding Florida Water (OFWI requiring strict environmental
protection, the study area covers approximately 4,200 acres. The area has relatively low-lying land
that is intersected by intracoastal waterways with limited natural storage and large areas of re-
developmenL The subtropical climate entails high-intensity rainfall and significant tidal influence.
These factors all contribute to historical and potential future severe rainfall and tidal flooding.
ES.2 Program Goals and Objectives
Specific objectives of the SWMMP were defined through the initial project meetings to identiry
adaptable and sustainable stormwater management solutions that:
' Objective No. 1: Quantiff and improve flood control LOS, that is, the degree of flood protection
achieved, based on a20-year capital improvement program;
. Objective Number 2: Quantify economic impact of flooding;
. Objective No. 3: Facilitate and prioritize operation and maintenance (O&M);
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Executive Summary o Stormwater Management Master Plan
Objective No. 4: Augment existing infrastructure for storage and treatment;
Objective No. 5: Coordinate and guide review of projects under current design/construction and
facilitate accelerated analysis of "early out" projects;
Objective No. 6: Identify stormwater harvesting-reuse and recharge well opportunities for
conservation of fresh water;
Objective No. 7: Refine and recommend updates to the City's stormwater ordinances and assess
sufficiency of the City's Stormwater Utility; and
Objective No. 8: Provide recommendations for seawalls to mitigate the effects of sea level
increases over t}te next 50 years.
ES.3 Methodology
As part of this SWMMP, surface water modeling was performed using the EPA Stormwater
Management Model (SWMM) to estimate and evaluate existing flooding LOS and alternative solutions
to meet refined LOS targets. Water quality evaluations were conducted using the CDM Smith
Watershed Management Model (WMM). These tools can be used to support design and
implementation.
Model development came from a multitude of resources. The following is a list of some of the data
sources:
, Actual rainfall data collected from rain gages throughout the City and at Miami International
Airport
. Design storms as defined by SFWMD and other methodologies (i.e. FDOT)
. South Florida Water Management Distict (SFWMD) and City land use plans
. Subsurface and geotechnical information obtained from the Natural Resources Conservation
Service (NRCS) and projects under design by other consultants for the CIP Office
. Mean high tide elevations at Virginia Key collected by the National Ocean Service [NOS) which is
a branch of the National Oceanic and Atmospheric Administration (NOM)
. Miami-Dade County and privately sourced aerial mapping of the City
. Light Detection and Ranging (LiDAR) data from SFWMD
. LiDAR data from Miami-Dade County
. Models developed by other consultants for projects currently under construction or with
construction completed for the City's CIP Office and the Florida Department of Transportation
(FDOr)
. Basis of Design Reports and design plans developed by other consultants for FDOT and projects
currently under construction or with construction completed for the City's CIP Office
. Construction record drawings for construction completed for the Ciq/s CIP Office
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Executive Summary r Stormwater Management Master Plan
Survey data collected by the CDM Smith team's topographic surveyor, Hadonne
Neighborhood surveys developed by the City
Geographic Information System (GIS) coverages of the City, which are maintained by the Cig/s
Information Management System [MS)
CDM Smith used the United States Army Corps of Engineers (USACE) guidance document (Engineering
Circular L165-2-272: Sea-Level Change Consideration for Civil Works Programs) for incorporating the
direct and indirect effects of projected future sea level change (SLC) across a projected ?0-year project
life rycle for stormwater improvements and a projected S0-year rycle for seawalls. The USACE
guidance document presents an approach for planning studies and engineering design for evaluating a
range of possible future rates of SLC, represented as three equation-based scenarios (or curves): low,
intermediate and high.
CDM Smith performed sensitivity analysis by evaluating the three scenarios to maximize the benefits
of the recommendations under varied degrees of potential future SLC. Evaluation of LOS performance
and adaptability of the SWMMP-recommended system are based on the intermediate scenario (curve),
which based on the 2O-year life cycle is projected to have a tidal mean high water condition of
approximately 0.67 ft. NAVD. However, adjustment calculations have been performed for the high
projections (0.84 ft. NAVD) in the instance that SLC accelerates (Figure 1). This SLC sensitivity
analysis included a variety of rnean high tide elevation predictions over the next 20 years in
combination with SFWMD defined design storm events.
For the next 50 year planning period, a minimum seawall elevation recommendation was established
based on statistical analysis of Federal Emergency Management Agenry's (FEMA) l-year tidal
stillwater elevation. Per FEMA, the stillwater elevation is the maximum storm induced water surface
elevation, primarily a combination of tle normal astronomic tide and t}te storm surge. Stillwater
elevations do not include the effect of waves. To obtain the l-year tidal elevation, regression analysis
was completed the stillwater elevations published in the FEMA Flood Insurance Study (FIS) issued in
September 2009. The statistical analysis determined the l-year tidal stillwater elevation as 2.2 ft
NAVD. CDM Smith developed a recommendation of a minimum seawall height of 1 foot above the 1-
year tidal stillwater (1.0 + 2.2 ft NAVD = 3.2 ft NAVD).
Since the l-year stillwater is based on statisical analysis rather than tidal data from the Virginia Key
gage, CDM Smith correlated the recommended minimum sea wall height to the mean higher high
water (MHHW) information used in the evaluation of the stormwater recommendations. The USACE-
based sensitivity analysis was applied to determine where tle current MHHW tide conditions relate to
the recommended seawall height over the next SO-years. (Figure 2).
The MHHW tide conditions normally observed in Miami Beach during the months of April and October
(spring tides) relate to the annualized MHHW data recorded from the Virginia Key gage. The current,
Year 2009, annualized MHHW elevation is 1.6 ft NAVD. For consistency in the analysis of SLC, CDM
Smith recommends that projections be referenced to the same data source, in this instance, tidal
records from Virginia Key.
This analysis considers the establishment of seawall elevations to protect against normal tidal
conditions. The recommended minimum height does not provide protection against extreme tidal
events, which may coincide with hurricanes and other natural disasters.
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€xecutiye Summary . Stotmwatg Management Mastet Plan
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ErccutiEs|rmmary . Stonnuttcr Man4cnrent Masta, Plan
USACE cnnres are based on the Engineering Circular EC 1765-2-212, publishcd on October 1, 201 1 and erpircs Septembcr 30, 20
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Executive Summary . Stormwater Management Master Plan
As a complement to the engineering evaluation, CDM Smith utilized the FEMA's Hazards United States
(HAZUS) tool designed to estimate hazard-induced losses for use by federal, state, regional and local
governments, and private enterprises in planning for risk mitigation, emergency preparedness,
response and recovery. By using a standard FEMA tool, the City will benefit in t}re coordination of
future activities related to flood proofing, grant assistance, and management of repetitive loss
properties. The analysis, which was performed for South Beach, incorporated existing elevations,
structure and land use data along with information from the detailed flood model (SWMM). The
HAZUS model generates an output that consists of a damage amount in dollars that is based on the
percentage of total value loss a structure incurs during a flood event, like the statistically calculated
once-in-5-year storm (5.9 inches of rainfall in 24 hours).
ES.4 Level of Service
The primary purposes of LOS criteria are to protect public safety and property. Program goals are to
maintain passable roads for emergency and erracuation traffic during 5.9 inches of rainfall in 24 hours
and to keep flood stages below the first floors of homes and buildings. The LOS criteria were first used
to identiff and define potential problem areas using the stormwater model developed for this study.
The LOS criteria were then used to evaluate the effectiveness of contemplated improvements. LOS
achievement decisions directly affected the size and cost of proposed improvement alternatives.
ES.5 Basis of Proposed lmprovements and
Recommendations
CDM Smith developed recommendations and proposed modifications to language included in the
City's Public Works Manual, City ordinances, and poliry documents. Implementation of these
modifications should be coordinated with the various City Departments including Public Works, CIP,
Planning CityAttorney, Finance, Budget and Performance Improvement, and the City Manager's
Office. Recommendations were made based on the following major categories:
. Data Management
. Stormwater Models and Future Condition Analysis
- In recognition of SLC, tidal conditions for future modeling efforts should utilize tidal
boundary conditions as defined by the latest version of the SWMMP. This version of the
SWMMP recommends a tidal boundary condition of 0.67 ft. NAVD. It is based on USACE
guidance intermediate scenario projections for SLC based on a current day (Year 2009)
mean high water elevation at 0.29 ft. NAVD and a projected Year 2030 mean high water
elevation at0.67 ft. NAVD (See Figure 1).
. Stormwater Harvesting and Reuse
. Sea-Level Rise Considerations
- The SWMMP recommends the City monitor SLC phenomena and possibly participate with
Iocal and regional climate change advisory committees regarding regional
recommendations related to SLC.
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Executlve Summary o Stormwater Management Master Plan
Seawall Height Considerations
- In recognition of SLC, statistical analysis of the 1-year stillwater elevation, and spring tides
of 1.6 ft. NAVD (Year 2009), the SWMMP recommends based on the USACE guidance
intermediate scenario, the establishment of a minimum seawall height of 3.2 ft. NAVD,
which provides greater than 50 years of sea wall protection against future MHHW tidal
elevations.
Pump Station O&M
Storage Facility Standards and O&M
Outfalls/Backflow Preyenter Standards and O&M
Recharge Well Standards and O&M
Swales O&M
Exfiltration Trench O&M
100-Year Floodplain Storage
Stormwater Design Standards
ES.6 Proposed lmprovements and Project Coordination
Evaluations were performed for project areas to determine the level of infrastructure improvements
necessary to meet the LOS for the statistically calculated once-in-5-year storm LOS. A tiered Best
Management Practice (BMP) treatment train approach was used to identify the most effective
solutions for each project area and to identify opportunities for flood control, water quality, aquifer
recharge, and stormwater harvesting and irrigation use. The tiered approaches were incrementally
formulated from the simplest tier 1 (e.g., back flow preventers) through the most complex and costly
tier 4 (e.g., underground storage), and bundled together to determine t}re economic feasibility of
proposed infrastructure improvements. Due to the anticipated significant capital investment and
stringent permitting to discharge into Biscayne Bay, the tiered approach will allow the City to proceed
with specific elements of the BMP treatment train as economic conditions permil This would allow for
future addition of tiers to ultimately meet the full S-year LOS while monitoring and adjusting to sea-
level rise conditions.
ES.7 Project Ranking and Recommendations
The results of the flood damage analysis using the FEMA HAZUS tool showed that the existing
topographic conditions in Miami Beach have significant potential economic Iosses associated with
flood events, for both rainfall-induced and tidally-induced events with the implementation of a Capital
Improvement Program (CIP).
A prioritized stormwater CIP list based on the ongoing projects and problem areas identified in the
SWMMP was developed. In addition, CDM Smith provided recommendations regarding overall
stormwater management needs to achieve better O&M, policies, and standards for existing and future
conditions.
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Executive Summary . Stormwater Management Master Plan
Three project categories have been identified:
Early Out (Near-Term Implementation) Projects and Currently Scheduled CIP Projects;
Concurrency-Reviewed fReview of Projects Currently Under Final Design and Construction) CIP
Projects; and
SWMMP- Identified Projects.
CDM Smith recommends approximately $196 million in capital improvements @ased on 0.5 ft NAVD
flow scenario) to 0.67 NAVD (intermediate scenario) mean high water tidal conditions) proposed for
the Cit5/s primary stormwater management system. CDM Smith has incorporated an additional sea-
level rise adjustment of approximately $10 million to account for the potential phenomena of
accelerated sea-level rise (up to 0.84 ft NAVD mean high tidal conditions) (high scenario), and
subsequent additional stormwater facility needs. CDM Smith also reviewed O&M costs associated
within these identified capital projects. Table ES-l shows t}re locations, timeframes and capital costs
of the proposed projects.
Table Egl City of Miami Beach Stormwater Management Master Plan CapltalCosts (in Mlllion $)
Biscayne Point 11 11
North Shore 7 7
North Shore (72no Street)10 10
Normandy lsle 20 20
Upper La Gorcet 11 1 L2
Lower La Gorce*t2 2 14
La Gorce lsland/Allison lsland 9 9
Oceanfront 0.3 0.3
Nautilus 4 4
Sunset lsland 3 and 4r 3 3
FlaminSoAA/est Avenue 47 59 105
Subtotal 62 27 30.3 55 196.3
Adjustment for higher sea-level rise 2 4 4 10
Total 62 29 u.3 81 206.3
'Under design
The CIP was also evaluated both technically (SLC) and financially (capital cost) based on a 30-year
planning horizon. However, given the design life of the pumping components and CDM Smith's
experience in the development of other SWMMP, it was concluded that aZ0-year planning cycle was
appropriate with continued monitoring of SLC in shorter time increments.
The financial analysis of the City's Stormwater Utility shows that it will require additional funding to
finance the construction of recommended CIP projects and to operate and maintain the system over
the next 20 years.
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Executive Summary . Stormwater Management Master Plan
ES.8 Conclusions
The submitted SWMMP provides comprehensive recommendations for improving the City's
stormwater management system performance for the next 20 years. Appropriate consideration has
been given to potential rainfall related flooding sea{evel rise, water quality of Biscayne Bay, and O&M
of an expanded system. The presented capital improvements allow the City's stormwater systems to
be flexible and adaptable in meeting the increasing LOS performance targets and regulatory demands.
Specific objectives were defined through the initial project meetings, including the following; the
means by which the SWMMP addresses them are also noted.
Objective Number 1: Quantify and improve flood contol LOS based on a 20-year capital
improvement program;
- SWMMP Solution: A comprehensive 20-year CIP was developed quantiffing improvements
to flood control LOS with flexibility to adapt to varying degrees of SLC. The $196 million CIP
quantifies the economic requirements to meet LOS and water quality requirements.
Increasing the CIP to $206 million provides a financial adjustment to accommodate higher
SLC projeaions over the 20-year time frame;
Objective Number 2: Quantiff economic impact of flooding;
- SWMMP Solution: FEMA HAZUS evaluation documents the economic impact of flooding on
the region of the City that generates the majority of the CiSs tourism revenue. The $196
million CIP quantifies the economic requirements to meet LOS. Increasing the CIP to $206
million provides a financial adjustment to accommodate higher SLC projections;
0bjective Number 3: Facilitate and prioritize O&M;
- SWMMP Solution: Refinements and expansion of current O&M practices have been
evaluated with a projected cost as part of the development of recommendations. These
considerations are included in projected future funding of the City's Stormwater Utility;
Objective Number 4: Augment existing infrastructure for storage and treatment;
- SWMMP solution: The BMP Treatment ftain tiered solutions augment the existing
infrastructure with storage and treatment solutions to manage flooding protect and
improve water quality, increase recharge, and provide potential water for irrigation;
Objective Number 5: Coordinate and guide review of projects under current
design/construction and facilitate accelerated analysis of "early out" projects;
- SWMMP solution: Early out projects have been developed and concurrenry reviews have
been performed to guide the development of stormwater solutions under construction that
are consistent with the SWMMP;
Sffiu'
xMr25 Ead6
@ 2012 CDM smith
All Rights Rcsffd
E99
Executive Summary . Stormwater Management Master Plan
Objective Number 6: Identify stormwater harvesting-reuse and recharge well opportunitiesfor
conservation of ftesh water;
- SWMMP solution: Tier 1 through Tier 4 BMP Treatment Train recommendations recharge
the Biscayne Aquifer under the Citywhile developing storage solutions that promote
irrigation and reuse of treated stormwater;
Objective Number 7: Refine and recommend updates to the City's stormwater ordinances and
assess sufficiency of the City's Stormwater Utility;
- SWMMP Solution: Recommendations to refine ordinances and policies including those
related to SLC are proposed while identiffing the long-term revenue sufficiency of the
Stormwater Utility;
Objective Number 8: Provide recommendations for seawalls to mitigate t}te effects of sea level
increases over the 50 years;
- SWMMP Solution: Preliminary inspection and elevation standards for seawalls have been
rnade with consideration of SLC, based on USACE guidance documents. A recommendation
of a minimum seawall height of 3.2 ft NAVD provides a means to protect against projected
spring tidal conditions over the next 50 years, based on intermediate SLC projections.
The presented SWMMP addresses the objectives defined at the initiation of the projecL The developed
solutions are consistent with the project statement defined at the proiect kickoff meeting: "Proposed
solutions are needed that are accurate, timely, effective, and defensible."
O 2012 CDM Smith
All Rights Rescrwd
tsffift ES10
BACKGROUND
Jr: City. adopted the 2011 Stormwater Management Master Plan (SWMMP) by Resotution 2012-28068. This ptanYs intended to be a guide for improving the City's stormwater management system performance for a Z0 year
planning horizon, with considerations of potential sea level rise over 20 years for stormwater infrastructure and SOyears for seawall heights. Periodically, due to updated ctimate projections, it is important to update the SWMMp to
stay current and viable.
Items such as roadway elevation, levels of service for roads, precipitation design rates and distribution, seawall
elevations, and minimum future grade elevations have been presented to the bity Commission for updates on
several occasions since the initial adoption.
AMENDMENTS TO THE STORMWATER MANAGEMENT MASTER PLAN
On February 12,2014, the City adopted Resolution 2014-28499, which approved the recommendation of The
Flooding Mitigation Committee to amend the SWMMP, so as to modify the design criteria for a "tailwater elevation"
to be increased from 0.5 feet NAVD to 2.7 feet NAVD for all tidal boundary conditions.
On July 21, 2015, the Mayor's Blue Ribbon Panel on Flooding and Sea Level Rise recommended that the seawall
cap on all new private construction and all public seawall constructions be changed from 3.2 feet NAVD to 5.7 feet
NAVD throughout the City; provided, however, that for properties with existing private seawalls that are being
replaced/repaired not associated with new building construction, the Panel recommended applying a minimum 4.d
NAVD elevation, as long as the structural design to accommodate a seawall height extension naO a minimum 5.7
NAVD.
On May 9,2016, the Mayor_and City Commission approved a resolution adopting the updated Unified Regional sealevel rise projection of the Southeast Florida Regional Climate Change Compict for planning purposeJ (CHART
Jncneol
On May 11,2016, the Mayor and City Commission adopted Ordinances 2016-4009, relating to amending Chapter
54 of the City Code entitled "Floods" to define City of Miami Beach Freeboard, and modifying how grade elevation
and heights were defined due to flooding and climate change.
Also on May 11, 2016, the Mayor and City Commission adopted Ordinance 20164010, relating to amending
Chapter 118, of the Land Development Code, to incorporate the same Freeboard definitions, and-procedures foi
how to determine grade elevation and height as a result of flooding and climate change.
On June 8, 2016, the City Commission approved Resolution 2016-29454 which amended the Stormwater
Management Master Plan. This action included setting the minimum future crown of road and back of sidewalk at a3'7 feet NAVD elevation. Designs shall use SCS Type lll rainfall distribution. This calculation is used by our
engineers to design the drainage system.
On April 26,2017, the City Commission approved resolution 2017-29840, reaffirming a commitmentto the designand implementation of a stormwater system with sufficient capacity to handle both public and private stormwater
runoff in the City and directing the City administration to develop a policy and engineering solution for privatepropefi owners within the city's municipal stormwater system.
On October 18,2017, the City Commission approved Resolution 2017-30039, which amended the Stormwater
Management Master Plan. This action included amending both the City's Public Works Manual, and the City,s 2011
Stormwater Management Master Plan (Plan) to incorporate modifications to the standards for the construction of
new roads, stormwater systems, and developments in order to increase the level of protection to protect from a 10yearlZ4 hour storm event, if adopted by the Mayor and City Commission, would moOity the existing standard in the
J.
from having the roadway service level support for solely a 5 yeart24 hour design siorm event
dto
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Flrr&tlnillrdl.rtrudfrrhd;[oanrrprolrctbnrn]rrruadbmnlrrrlrtdrrry.mldrfrf:.IlrrErq|crbn
Hdesttlr dot{cryrrrr0ntdftrffid.rmtc{ro:tirnrCraotrlnrcCrftEsrcrrtorhhrllcrftf Ofradrdcvrt tr tMtl l$ cum r ttr ;., h;auv fo? tr drr it'm frr rr urt l00 ool. llr ft I xa olt nclf lth onr r tlrr
urF nd liltndfi ltor mrceu rrl lqltD lr (ar|l. tfi osnf.Itr l*ryo?tost lltt ttr p{re x-r * 15 aol, ,oto
rla eto.Th.lfinclhEur*3.ctol rrErnrdrtrtowornb{rylrpdonrhtt,rftrrtrruEhlUrd.dl.daril}ftbrarlo
n f lr$elr|illcrtiltlilrddhtrtrforlalrrrUorhodrbi.rlflh.oddoGrpir{hqrturtrn{lrbnrtudi.
The Southeast Fbrida Regional Oimate Change Compact Unified Sea level Rise Projection fior Southeast
Fiorlda Report by can be accessed at htto://www.rcutheastfloridaclimatecomoaa.orsfindlcators/
Page 4 of 14
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Tra nsportation
City of Miami Beach Trolley System Ridership Qllt and QIV of 2OL7
Please refer to following page for the citywide trolley route map (effective November L,20t7).
Route Name
AVERAGE DAILY RIDERSHIP qlll and QIV 2Ot,7
FY2OL7 QTR il FYaOL7 QTR rV
April May June Julv August September
ALTON WEST LOOP 1,202 t,265 L,L6L L,L67 92t 990
NORTH BEACH LOOP 2,456 2,444 2,469 2,7t8 2,6L0 2,35L
M!DDLE BEACH LOOP 4,02L 3,87L 3,904 4,525 4,289 2,936
COLLINS LINK 3,081 2,669 2,879 3,394 3,377 2,330
SUBTOTAL 1o,7ffi 10,249 1:o,4L2 tt,8a4 l,-,L97 8,ffil
Route Name
MONTHLY RIDERSHIP Qlll and QIV 2Ol7
FYaOL7 QTR ill FY2OL7 qTR M
April May June Julv August September
ALTON WEST LOOP 36,063 39,198 34,825 36,161 28,537 29,698
NORTH BEACH LOOP 73,697 75,754 74,072 u,239 80,882 70,5L4
MIDDLE BEACH LOOP L20,ilg 119,989 Ll7,tl4 L40,270 L32,9M 88,056
COLLINS LINK 92,432 82,74L 86,329 L05,L92 t04.,676 69,887
SUBTOTAL 322,UL 3t7,682 312,34 355,852 u7,o33 258,155
it
,i:,
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E)(ISTI]'lG CO]\lDITIO1,lS
rtIIttatIItIIIltItIl tIrlaalalIIrrratIIItIItattItIItl!llaltat!aatIItItatttataa
l{ORTl.|BiACIi 27 MILES
OF ARTERIAL
ROAOWAYS
MI[}[)LE BEACH
BEAIl.l
}IEIGl{BOR}lOOOS
*I SilUTl{
{
AREAS
ROADWAY [|EIW.0RK
ToIAL RESIDI}IT P0PULAII0|II: $0, 5BB rAs0Fz0,4r A flrflr'f
JoBS wlTrrlll CttY: 52,621
A,,ERA'' ,ArLy p,p.,lATr'lr rn,DrcAT,*' 205, 31 5 A #J^'f
T0IAL CITY-WIDE CRASHES: I ,425 n*0,201l-20r3r
PE0ESIRIAII CRASHES: 3I0 rtR,M20u-20i3r
6
ISLA}IDS
13
22.6
MAJOR
ROAO SEGME}ITS WITH
LEUEL OF SERVICE
I
LoRL woRsE
BICYCLISIS CRASHf S: I60 ,,*0,20u-2013r
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)*Erctr+
! . . . . &. . . . . . . . . . . ! . .uN. D E R.$ IA |!l .D !.l!l 0. . M0. D E- . .S.HA.B.E
EUERYOIIE
WITIiIII THE CITY
t
Lzoh 88!ir
rIEf,r
* Ihelolal number of dailytransitlop
boardingswthin the 0ty equal l?t of
the 205,000 daily populailon
rlOW PEOPLE TRAUEL
EUERYOI{E TO
A}IO FROM THE CIW UISIIORS TO THE CITY
Overnight Visitors
I0rAt -1[828
g% 9lclo_lErl
/-\\,Ib
ry_
\_y'^..tF.s'^
\.
Non-0vernight Visitors
RESIOE}ITS TOWORK
56.5%@
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@
@
@
*-,
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T(lrAt -I2,ll4
I29o 880/b.I
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UNDERSTANDING MODE SIIARE
llnn
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7B 54
23
17
27
56
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HOW OTHER CITIES C[lMMUTE
86.5
0.5
58.5
L2
T4
5.5
.....,.........!!.....uN.0 ERSIAN.D !.l!|.0..M0 D E.S.|:|A.BE
EXISTIN0 OvTRALL M0BE SHARE {Tc, trni:l; ii,r rirl;iii,i r.irii
640h Ilolo l0ols 50h l0alo
OTHER
:f Per(entagesarebasedonanapproximateaverageoftheexiningavailabledatagatheredandoverallprofessionaljudgement.
1a\
:1
U],IDERSTANDING MODE SIIARE.,t.::-,.
EXISTIN [| E'TMATED ,uErALL M00E
',,ARE
64%11%10%5%10%
The team reviewed the following data:. Causeway transit data. Overnight and Non-overnight visitor data. Transit usage within the City of Miami Beach
Based on the calculations, the team arrived at
estimated mode share shown above.
the
2 0 3 5 ,'ERALLMooE
'HARE,,rsrolr
200k Llol'r r0%10%
F APPROXIMATILY
OF ORTTIII.HO[JST
Based on the results obtained by other cities who made
commitments to multi-modal transportation, the team
developed a proposed vlsion for modal share. This
vision, as shown above, was further calibrated based on
the modal impact recognized by each of the projects.
43V'l
REPRESTI{TS A RTOIJCTIOII O
gg.2 METRIC TO1'|S
OASES PTR DAY
'r IIul
UII DERSTANDING MODE SHARE
laltlltlttttatlrllltllltltlttttltt!aatlltlalttlltrtttttatlllltlltlaltlllltltlt!aaalttlaaalllllllltltl
PRIUATE UEHICLESFREIGHIBICYCLISTSTRANSITPEDESTRIANS
NTY To ADoPTTHTs MoDE HTrRARcttY
1L
or'rlY CITY lr MlAMI-[lA[lE COU
fin
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,./'' " \r
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Roadway Segment Proiect I
Stte Spectftc ProJect l
FDOT Project
City of t{iami Beach Project
Current Initiative
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SR A1A / MACARTHUR CSVIIY: Dedicated
Transit Lanes and Bicycte Lanes FeasibiLi.ty
Analysis
Mlami Beach Light RaiVModern Street
Car
Exc[usive Transtt and Projects/buffered
blcycte l'anes
WEST AVENUE:
Protected Bicycle Lanes
73Td STREET:
One-Way Protected Bicycte Lanes
72ND STREET:
One-Way Protected Bicycte Lanes
BYRON AVENUE:
Protected Bicycte Lanes
NORTH BAY ROAD:
Neighborhood Greenway
ALTON ROAD AND 17TH STREET:
Geometric FeasibiLity Anatysi.s
51ST STREET:
Green Bicycte Lanes
63'd STREET: Feasibttity Study
for Btcycle Alternatlves
SR 907 / ALTON ROAD:
Bicycle Alternatives
DADE BOULEVARD:
Shared-Use Path
EUCTID AVENUE:
Protected Bicycte Lanes
MERTDIAN AVENUE:
Bi.cyc[e Facitities
MERIDIAN AVENUE:
Shared Use Path
PINE TREE DRIVULAGORCE
DRIVE NORTH OF 51ST STREET:
Protected Bicycte Lanes
6TH STREET/MICHIGAN
AVENUE: Bicycte Faci.tity
Geometric Anatysis
ALTON ROAD AND sTH STREET:
I ntersectlon Ca pacity Anatysls
DICKENS AVENUE AND 71ST
STREET
lntersection Geometrlc Analysis
SR A1A / MACARTHUR CAUSEWAY/sTH
STREET: Adaptive Traffic SignaI ControI
SR 907 / ALTON ROAD:
Adaptive Traffic Signa[ Control
23RD STREET: Complete Streets
Feasibitity Analysi.s and I m plementation
SR A1A / COLLINS/ INDIAN CREEK:
Trafflc Safety Study
SR A1A / !NDIAN CREEK DRIVE: lntersectron
Analysts at lndlan Creek Drive and Abbott
Avenue and lndlan Creek and 63'd Street
ALTON ROAD AND ED SULLIVAN ROAD:
lntersection Capacity and Safety Review
5R 934 / TLSI / NORMANDY:
Safety Study
SR 112 / JULIA TU]TLE CSWY:
Comptete Streets FeasibiLity AnatysG
85TH STREET:
Neighborhood Greenway
MIDDLE BEACH AND COLL!NS
LINK:
Trotley Routes
SR A1A / COLLINS AND INDIAN
CREEK:
Traffi.c SignaI Optimization Study
SR 934 / 7LS1 STREET:
Corrldor and Capacrty Analysts
SR 1L2IJULIA TUTTLE CSWY MMPS:
Ramps Capacity I mprovement Anatysis
MIDDLE BEACH:
lntermodaI Station
SR 112IJULIA TUTTLE CSWY AND 41ST
STREET: lntersection Capacity lmprovement
10th StreeUllrH STREET:
Neighborhood Greenway
ALTON ROAD AND MICHIGAN AVENUE
I ntersectlon Capacity I m provement
Middte Beach Recreationat
Corridor
41sr STREET : lntersections With
Cotlins Avenue and lndian Creek
Drlve Safety I mprovements
81St STREET:
Neighborhood Greenway
77TH STREET:
Neighborhood Greenway
TATUM WATERWAY DRIVE:
Neighborhood Greenway
CHASE AVENUE:
Shared-Use Path
SR 907/ALTON ROAD AND LOWER
NORTH BAY ROAD: lntersection
lmprovements for Bicycte Trafftc
16rH STREET: Blcycte Facttities
I mprovements/Protected Bicycte Lanes
47th STREET:
Green Bicycte Lanes
42Nd STREET:
Green Bicycte Lanes
BAY DRIVE:
Neighborhood Greenway
ROYAL PALM AVENUE:
Nei.g hborhood G reenway
BAYWALK
SOUTH BE^ACH:
Pedestrian Priority Zone
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PROJECT
NUMBER PROJECT NAME CITY AREA PROJECT
TYPE FROM TO
PROJECT
LENGTH
I Mrus I
PROJECT OESCRIPTION PURPOSE E NEEO
1
SFt AIA / ]l,lacArthur
Gatrserralr Cornplete
Streets Feasllrality Strtdy
South Multirnodal Downtown Collins
A\,enue 3.4
Re\,iew of design alternati\,es for exclusi\,e
transit lanes and bicycle lanes long
MacArthur Causeraray (Phase l)
SR A1A./MacArthur Causeway requires an
irnpro\,ernent tou/ards regiorral and local
connectivity- lrnpro\,e the speed, reliability, cornfort
and con\,enience of transat. Ser\e new rnarkets and
sLipport econornic Vtality.
2 Maarna Beactr Light
Flail/Mo<lern street Gar South Multirnodal
S-Pointe
Dri\,e
&
5K
AI A/sth
\N ashingto
n Avenue
&
Dade
Bol rle\ara,
Lane) and
4-70
(Protected
Bike
Excl usi\,e transit and protected/buffered
bicycle lanes (Lane repurposing and/or
roadrruay widening)
South Beach reqLrires an irnpro\,ernent for regional
and local connectivty- lrnpro\,e the speed, reliability,
cornfort and conr,enience of transit-
3 Vl/est Ave nue Protected
Bicycle Lanes South Bike/Ped 6th Street 2oth Street 1.3 Protected/bLrffered bicycle lanes (Lane
repurposing), Enhanced crossraralks
\Nest A\,enue requires an impro\,ernent towards local
non-rn otorized tra n s portati on i nft-a structu re
connectivty. Develop a safe, cornplete, and
accessible rnulti-user citywide bicycle and
pedestrian network- Prornote non-rnotorized
transportation as a reliable rnode of tra\,el within the
Citv.
4 73rcl Street One \lVay
Protected Bicycle Lanes North Bike/Ped Dickens
A\,enue
Atlantic
Traal o-35 Protected/buffered bicycle lanes (Lane
repurposi ng), Enhanced crossu/alks
73rd Street reqLrires an irnpro\,rgrnent to\ /ards local
non-rn oto ri zed t ran s portati on i nft-as tructu re
connectivty- De\,relop a safe, cornplete, and
access ible rn Lrlti-Lrser city\^/ide bicycle and
pedestrian network- Prornote non-rrtotorized
transportation as a reliable rnode of trar,rel \ /ithan the
CitY.
5 72nd Street One \lVa1z
Protocted Bacycle Lanes North Bike/Ped Dickens
Avenue
Collins
AvenLre o.2a Protected/buffered bacycle lanes (Lane
repltrpos ingr), Enhanced cross\ /alks
72'd Street requires an irnpro\,ernent to\ /ards local
non-rn otorized tra n s portati on i nft'astructu re
connectivty- De\,relop a safe, cornplete, and
accessible rnLrlti-user city\ /ide bicycle and
pedestrian netv\/ork- Prornote non-rnotodzed
transportation as a reliable rnode of tra\,el witl-rin the
City-
6
Elyron A\re nrre Protected
Bicycle
La nes/Ne ighborhood
Greenwalz
North Bike/Ped 73'd Street Hawthorne
Avenue o.56
Protected/bLrffered bicycle lanes (Lane
rep.rrposing) frorn 73'd Street to 75th Street-
Neaghborhood Greenraray fiorn 75th Street to
Hawthorne A\,t-nue- Enhanced cross\ /alks
Byron Avenue requires an irnpro\,ernent tou/ards
local non-rnotorized transportation inft-astructure
connecti\,ity- De\relop a safe, cornplete, and
accessible rnulti-user city\ /ide bicycle and
pedestrian net\^/ork - Prornote non-rn otorized
transportation as a reliable rnode of tra\,el \ /ithin the
Citrz-
7
North Bay Ftoad
Ne a ghborhood Gree n\Aray
(lncluding SR 9O7lAlton Road
connecting bridge over Surprise
\NateM ay)
Middle Bike/Ped Dade
Boule\ard
La Gorce
Drir,e 4.6 Neighborhood Greenwa}, (Boulevard lvlark ers
and Traffic Calrning) Enhanced crosswalks
Nortn Eay ROaCt reqlllres an lrnprO\,ernent tO\A/arOS
local non-rn otorized tran s portati o n i nft-astrLrctu re
connectivity- Develop a safe, cornplete, and
accessible rnulti-user cityuzide bicycle and
pedestrian netvvork- Prornote non-rnotorized
transportation as a reliable rnode of tralel within the
a
SFa 9O7 / Alton Fload
and 17tlr Street
I t.lte rse ctaon lrn pro\re rne nts
South Bike/Ped N/A N/A N/A Revew Geornetry of the intersection for the
addition of an additional left turn lane,
lrnproved \,ehicular operations at the lntersectaon of
SR 9O7 / Alton Road AAID 17th Street
9 51-t Street Greerr Bacycle
Larres Middle Bike/Ped Alton Road Pine -free
Dri\,e o.4 Enhanced (green) Bicycle Lanes
51=t Street requires an irnpro\,ernent to\A/ards local
non-rn oto ri zed tran s portation i nfi-as tructu re
connecti\,ity. De\,elop a safe, corrrplete, and
accessible rnulti-user cityuride bicycle and
pedestrian net\ /ork- Prornote non-rnotorized
transportation as a reliable rnode of tra\,el within the
-i+r,
'to 63'd Street: Feasibility
Study for Elicycle
A.lternatives
Middle Multirnodal Alton Road lndian
Creek Dri\,e o.4
MLrltirnodal Feasibility Analysis for bicycle
and transit alternati\,es consistent \ /ith the
Bicycle Pedestraan Master Plan
63'd Street requires an irnpro\,ernent towards local
non-rnotorized transportation infrastructure
connectivty" De\,elop a safe, cornplete, and
accessible rnulti-user city\ /ide bicycle and
pedestrian net\ /ork- Prornote non-rnotorized
transportation as a reliable rnode of tra\,el vvithin the
Citw-
Itl
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o
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SFI 9O7 Eiacycle
Alte rnatives Ana lysis and
lmplementation
N/iddle Bike/Ped Michigan
Awnue
Chase
Awnue o.93 Analysis and implementation of Separated or
Protected Bicycle Facilaties adjacent to the
golf course
Alton Faoad requires an impro€ment towards local
non-m otorized trans portation i nfrastructu re
connectivity- Develop a safe, complete, and
accessible multi-user citywide bicycle and
pedestrian network- Promote non-motorized
transportation as a reliable mode of trarel within the
Citv-
12 Dade Elolrl€vard Shared
use Patfr + Fa.oacl Diet South Etike/Ped 17th Street Pine -free
Dri€1
Feasibility Study and lmplementation of
Shared LJse Path Adjacent to Collins Canal
with potential road diet on the eastbound
approach between SR go7lAlton Road and
Michigan Awnue
Dade Boule\ard requires an impro\,ement towards
local non-motorized transportation inft-astructure
connectivty. t)e€lop a safe, complete, and
accessible multi-user citywide bicycle and
pedestrian network- Promote non-motorized
transportation as a reliable mode of trarel within the
City.
13 Euclid Avenue Protected
Eticycle Lanes South Bike/Ped 2'd Ar,enue 16th Street 1 .15
Protected Bicycle Lanes from Sth Street to
16th Street- Neighborhood Greenway ft'om 3'd
Street to 5th Street.
Dade Boule%rd requires an impro€ment towards
local non-motorized transportation infi'astructure
connectivity- De\,elop a safe, complete, and
accessible rnulti-user citywide bicycle and
pedestrian network- Promote non-motorized
transportation as a reliable rrrode of tra\,el within the
City-
14 fvleridian Avenue Bacycle
Facalities South
Bike/Ped/
Safety/
Capacity
16th Street Dade
Boule€rd o-47
Phase I of the Project includes a geometric
feasibility analysis for protected bicycle
lanes- -fhe analysis also includes a capacity
analysis of the Meridian A€nue and 17th
Street lntersection (Priority 1A)- Phase ll of
the project includes implementation based
on the results of Phase l-
lWeridian Av€rnue requires an improEment towards
loca I non-m otorized trans portati on i nfi-astructure
connectivty. De\,elop a safe, complete, and
accessible multi-user citywide bicycle and
pedestrian network- Promote non-motorized
transportation as a reliable mode of travel within the
City.
'l 5 Meridaan Avenue and 28tfr
Street Share<, U- Pattr Middle Bike/Ped Dade
Boule\ard
Pine -free
Dri\,e o_9 Shared uses Path (Lane repurposing)
EnlTanc;ed cr()ss@lks
Meridian Arenue and 28th Street require an
improEment towards local non-motorized
transportation infrastructure connectiVty- De\,elop a
safe, complete, and accessible multi-user citywide
bicycle and pedestrian network, Promote non-
motorized transportation as a reliable mode of tra€l
within the Citv,
't6 La Gorce E)rive / Pine -l-ree
Drive Protected/lruffe re d
lricycle lanes
Middle Bike&Ped 51=t Street La Gorce
Circle 2.69 Protected/buffered bicycle lanes (Lane
reE)urF)osing) BPA/,P Page 758
La Gorce Dri€,/Pine -free Dri\,e requires an
improwment towards local non-motorized
transportation infrastructure connectivty- De\,elop a
safe, complete, and accessible multi-user citywide
bicycle and pedestrian network- Promote non-
motorized transportation as a reliable mode of tra€l
within the Citv-
77
6th Street and wtichigan
Avenue Ei-cycle Facalataes
Analysis
South Etike./Ped \N est
Avenue
SR
2nd Street o.5
Phase I of the project includes a geometric
analysis of the proposed section of the
corridor detel,mine what bicycle facilaties are
appropriate for the corridor- Phase ll of the
project includes implementation based on
the results of Phase l-
6th Street and Michigan A\,enue requires an
impro€ment towards local non-motorized
transportation infrastructure connectiwity- De\,elop a
safe, complete, and accessible multi-user citywide
bicycle and pedestrian network- Promote non-
motorized transportation as a reliable mode of tra\,el
within the City-
1a
SFI A'1A / sth Street
and SFI 9O7 / Alton Faoad
lnte rsectaon !m proveme nts
South Etike/Ped N/A N,/A N,/A Provide Enhanced Crosswalks and impro€d
sidewalk crossings-
lmpro\,e multimodal \.€rhicular operations will be
pursued at the lntersection of SR A,1A, / sth Street
,AND SR 9O7 / Alton F<oad
't9 Dickens Avenue and SFt
934 t 71sr Street Geometric
Modaficataons
North f<oadway N/A N/A N/A Feasibility study for Geometric Modifications
including an additional Southbound Lane
-fhis site requires examination for impro€d capacity
and frrnctionality- Examining the potential addition of
a Southbound Lane gives the area the opportunity to
improve roadway trafhc-
20
SFI A1A / l'.acArthur
Causeway
and SFI A1A, I sth Street's
Feasibalit)/ study of
Aclaptive Signal Controls
South Roadwa),/Fountain
Street
\N ashingto
n Arenue 2 Feasibility Study of Adapti€ Signal Controls
lmpro€ multimodal \,ehicutar operataons will be
pursued along the corridor of SR 4.14, / MacArthur
Causeway / sth StreetO
o
o
a
2a
SFr 9Oz / A,lton Faoacfs
Feasalcllaty Stu<ry of
{a6tive Sadnal lcontrols
Soutl'r Roadway 6tfr Street Nricl.rigan
A.€nue 1-5 Feasibility Study of Adaptiw Signal Controls lmproE multimodal wfiicular operations will be
pursued along tl-re corridor of SR 9O7 / A,laoa Road
22 23r<, Street's Complete
Streets Feasa lra I ity Stu(ry Soutl-i Nrultimodal Dade
Boule€rd
SR, A1A /
Collins
A€nue
o-3 Feasibility Stu<ly of Complete Streets Design
23rd Street requires an improEment towards local
non-motorized transportation infi-astructure
connectivty- t>e€lop a safe, complete, and
accessible multi-user citywide bicycle and
pedestrian networl<- Promote non-motorized
transportation as a reliable mode of traEl within tl-re
City-
23
SFa /AiA / lnclaan Greek
DrI ve Eti c!rc! e/Pe <les*ri a n
Safety lmtcrovements
lvliddle Roadway 26th Street sR 112 ./
41st Street o-9 Satrety lmpro\ements
lmprow multimodal €flacular operations will be
pursued along tl're coridor of lndian Creek Driw fi-om
26ih street to 41 -t Street
24
lnter-ctlon of SFR.A,1A, /
lndian Creek Drave ancl
63r(, Street anct SFI A-lA, /
A.lrlrott A.ve nue's Feasi ata l at},
Stucry of lnter-ctlon
l.nlcrovements
f.J o rt l-r tloadway i!/A N/A Feasibility Study of lntersection
lmprowments
lmpro€ multimodal wfiicular operations will be
pursued at thre lntersection of SF=. ,a,1,A. / lndian
AEnue
25
lnter-ctaon of Sfia 9rOZ ,
A.lton Floa<l and 43'd
Street/Ecl Su! lava n Floacl
Feasalra!aty Stu<ry of
I nte r-ctlon I m lorovelne nts
N/iddle Roadway N./A Feasibility Stud),/ of lntersection
lmprowments
lmprow multimodal whicular operations will be
pursued at tl-re lntersection of SF? 9O7 / Alton Road
and 43'd Street/Ed SulliEn F<oad
26
SFr 934 I 71st Street /
hlormandy Drlve Satrety
I
I{ortt1 Roadway f{ Sl-rore
Dri€
SR, A1A /
CollinsA€nue o-5 Safety lmprowments
lmpro\€ multimodal Efricular operations will be
pursued along tfte corridor of SR 934 / 71st Street /
27
SFI 112 I Juaaa -f uttle
Cau-way s Feasilcility
Study
N/iddle IVlultimodal
rJS-1 /
Biscayne
Bl\.d
sR 907 /
Alton Road 3- 1a Feasibility study tur Slrared Path, Protected
Bike lanes, and Exclusi\€ Elus lanes
SR 112 / Julia -I-uttle Causeway requires an
imF rowment towards local non-motorized
transportation infi'astructure connectiwity- De€lop a
safe, complete, and accessible multi-user cit)/wide
bicycle and pedestrian network- Promote non-
motorized transportation as a reliat)le mo<re of tra€l
wiihin the a:itv
2A €is'h Street r{e agtrlrorttoo<l
Greenwa!/Nlort l'r Etike/Ped Stillwater
Dri€
Atlantic-frail o-5 I!eighbortrood G reenway(B oul e€rd N/ arkers
and -fraffc Calming) Enl-ranced crosswalks
85th Street requires an improEment towards local
non-motoriz ed trans portati on i nft-as truct u re
connectiwity- Dewlop a safe, complete, and
accessible multi-user citywide bicycle and
pedestrian network- Promote non-motorized
transportation as a reliat)le mo<re of traEl within tl-ie
-irV
29
S;Fl lDOz / A.lton Ftoa<l
SFR 112 I 41=t Street
SFf ^A.-lA, / lndian Creek
Drive / Collans Avenue
Da<re Boulevarcl Propo-<l
lira<rdle Eleach -l.rol ley
Floute
Ariddre -fransit
Sulli€n
Driw (Nrt-
Sinaa
N/edical
Center
Entrance)
sR 907 /
Alton Road
sR 112 ./
41st Street
SR A1A /
lndian
Creek Dri€
sFt 112 /
41st Street
SR A1A /
lndian
Creek Driw
/ Alton
Road
Dade
Eloule€rd
1 7tl-r Street
6-4 (-rotal
Distance ol
One Loop)
-I-rolley Route from wlt. Sanai N4edical Center
seryicing Nrid and Soutl-r Eleacfr
-fhris project proposes a route wfricfr will prowicre thle
N/idcrle Eleacf! area of tl-te City witl-i a trolley system
to l-relp encourage multimo<ral alternati€s of
transportation-
30
SFa A1A. / Collans Avenue
ancl lnclian Creek Drive
Sagnal Otrtlmlzatlon Study
Nortt-r Roadway sR 907 /
63'd Street
sR 934 /
71't Street ()_79 Signal Optimization Feasibility Study on SFR amprow multimodal refricular operations will be
pursue<, along tfre cotridor of SF< A.1A / Collins
A\Enue
/, ;'1
l. i,
o
o
a
31 SR 934 I 71"r street
Feasibility Study North Roadway Carlyle
Arrenue
SR A1A /
Collins
Avenue
1.O2
Feasibility Study for remoVng existing
dedicated left turns along 71st Street and
reMew the feasibility of adding an additional
westbound lane.
This section of SR 934 t 71't Street stands a
chance of improVng capacity and tunctionality by
examine the effciencies of Left tum lanes and their
alternatires.
32
SR 112 I 41=r Street and SR
9O7 / Alton Road Auxiliary
Turn / Shoulder Lane
Study
Middle Roadway N/A N\A N/A Feasibility Study for Auxiliary Turn /
Shoulder Lane
lmprore multimodal r,ehicular operations will be
pursued at the lntersection of SR 112 / 41"t Street
and SR 9O7 / Alton Road
33 Middle Beach lntermodal
Station Middle Multimodal N/A N/A N/A Der,elop an lntermodal Station to proMde
multi-modal transfers
This site specific impro\,ement will reach beyond
just its immediate area. This station is being
desioned with the hooes of
34 SR 112 / Julia Tuftle Gswy
Westbound Ramp Middle Roadway
Mount
Sinai
Hospital
sR 112 /
Julia Tuttle
Causeway
o.25 Westbound on ramp to SR 112 / Julia Tuttle
ftom Mount Sinai Hospital
This project's focus is to helping improving roadway
functionality and capacity but proVding mitigation of
traffic generation ftom Mount Sinai Hospital
35 loth Streeul1ilh Street
Neighborhood Greenway South Bike/Ped West
Arrenue
SR A1A /
Collins
Avenue
o.52 Neighborhood Greenway(Boulerard M arkers
and Traffc Calming) Enhanced crosswalks
lOth or 11th Street require an improvement towards
local non-motorized trans portation i nftastructure
connectiVty. Der,elop a safe, complete, and
accessible multi-user citywide bicycle and
pedestrian network. Promote non-motorized
transportation as a reliable mode of trar,el within the
Citv.
36
SR 9O7 / Alton Road
and Michigan Avenue's
I nte rsection lm prove me nts
Middle Bike/Ped N/A N/A N/A ProVde Enhanced Crosswalks. FDOT
Project
lmpror,e multimodal r,ehicular operations will be
pursued at the lntersection of SR 9O7 / Alton Road
AND Michigan Ar,enue
37 Middle Beach
Recreational Gorridor Middle Bike/Ped
SR A1A /
Collins
Avenue
BLK 47OO
SR A1A /
Collins
Avenue
BLK 54OO
o.a Connect the North and South existing
Beachwalk segments
The Middte Beach Recreational Corridor has the
potential to function as a pedestrian and bicyclist
only enVronment which full connects the North and
South portions of the City of Miami Beach. This is
the last section of the route that remains as an
inconsistent experience for travelers.
3A
SR AIA / Collins Avenue /
lndian Greek Drive and SR
112 I 41si. Street's
I nte rsection Safety Study
and !morovements
Middle Roadway N/A N/A N/A lntersection Safety Study and lmprorements
lmprorie multimodal vehicular operations will be
pursued at the lntersection of AIA / Collins Ar,enue /
lndian Creek Drive AND SR 112 / 41st Street
39 81st Street Ne ighborhood
Greenway North Bike/Ped Crespi
Boulerard
Atlantic
Trail o.36 Neighborhood Greenway(Boulelrard M arkers
and Traffc Calming) Enhanced crosswalks
81"t Street requires an improrrement towards local
non-motorized transportation i nftastructure
connectiVty. Der,elop a safe, complete, and
accessible multi-user citywide bicycle and
pedestrian network. Promote non-motorized
transportation as a reliable mode of travel within the
Citv.
fl,4
,| :4,
o
a
a
40 77th Str€et Ne Igtrbortroo(,
Greenway North Bike/Ped Dickens
AEnue
Gollins
A€nue o.2a Neighborhood Greenway(Eloule€rd M arkers
and -fraffic Calming) Enhanced crosswalks
77th Street requires an impro€ment towards local
non-m otorized trans portation i nfi-astructure
connectivty- De\,elop a safe, complete, and
accessible multi-user citywide bicycle and
pedestrian network- Promote non-motorized
transportation as a reliable mode of tra€l within the
Citv-
41 Tatum v\/ateruay Drlv€
Ne i gttbortrood Gree nway North Etike/Ped 77th Street 81 =t Street o.34 Neighborhood Greenway (Etoule\ard Markers
and -fraf6c Calming) Enhanced crosswalks
-T-atum Wateruay Driw re<luires an impro€ment
towards local non-motorized transportation
infi-astructure connectivty- De€lop a safe,
complete, and accessible multi-user citywide
bicycle and pedestrian network. Promote non-
motorized transportation as a reliable mode of tra€l
witl-rin tl-re (:itv
42 Cfia- Avenue Strared-Lr-
Pattr Feasibalaty Study l\,iddle E!ike/Ped Alton Road 34th Street o-23
Phase I of this project includes a feasibility
analysis for a shared-use path adjacent to
the golf course, Various constructability
concerns were tround during the master
planning exercise, thus the need for a
feasibility analysis, .I-his analysis will also
include the inteEection Alton Road and
Chase Avenue- Phase ll of the project will
consist of the implementation phase-
Chase A\,enue requires an impro€ment towards
local non-motorized transportat:on inft-astructure
connectivty" DeElop a safe, complete, and
accessible multi-user citywide bicycle and
pedestrian network- Promote non-motorized
transportation as a reliable mode of trawl within the
Cit)/.
43
.A,lton Floa<l and North Elay
Ftoad lnter-ctaon Bicycl€
lmprovements
Middle Bike/Ped lntersectior
Project N/A N/A lntersection Safety lmprowments
-fFre intersection requires an impro€ment towards
local non-m otorized trans portati on i nft-astructure
connectivty. Dewlop a safe, complete, and
accessible multi-user citywide bicycle and
pedestrian network, Promote non-motorized
transportation as a reliable mode of tra€l within thea':irv
.14 16th Street Eiacycle
Facl latles !m prove me nts South Bike/Ped Bay Road Collins
Avenue o.a3
Phase I of the project proposes the
impro€ment of the existing Bicycle Lanes
by painting them green. Phase ll of the
project includes the implementation of
Protected Bicycle Lanes along the corridor-
16th Street requires an impro\,ement towards local
non-m otorized trans portation i nft-astructure
connectivty- Dewlop a safe, complete, and
accessible multi-user citywide bicycle and
pedestrian network- Promote non-motorized
transportation as a reliable mode of tra\,el witfrin the
City-
45 47th Street Enfiancecl
E]acycle Lane Nriddte Etike/Ped North Elay
Road
Pine -free
Driw o-66 Enhanced (Green) Etike Lane fcrr the corridor,
including the portion between Alton R.oad
and North Etay Road-
47tfr Street requires an improvement towards local
non-m otori z ed tran s portati on i nft-astructu re
connectivty- Develop a safe, complete, and
accessible multi-user citywide bicycle and
pedestrian network- Promote non-motorized
transportation as a reliable mode of trawl within the
-i +r,
46 42'd Street Entrance
Elicycle Lanes lvtiddle Bike/Ped Prairie
A€nue
Pine Tree
Drire o-25 Enhanced (Green) Elike Lane fior the corridor.
42'd Street requires an improwment towards local
non-m otori zed tran s portati on i nft-astructu re
connectivty- De€lop a safe, complete, and
accessible multi-user citywide bicycle and
pedestrian network- Promote non-motorized
transportation as a reliable mode of tra€l within the
Citv-
47 Bay Drlve Nelghbortrood
Greenway North Bike/Ped \A/est 71't
Street
East 71 =t
Street 1.3 Neighborhood Greenway(Boule€rd Markers
and -fraffic Calming) Enhanced crosswalks
Elay DriE re<luires an impro\,ement towards local
non-m otorized t ra ns portation i nft-as t ructu re
connectivty- Develop a safe, complete, and
accessible multi-user citywide bicycle and
pedestrian network. Promote non-motorazed
transportation as a reliable mode of tra€l within the
-ia\.
4a Floyal Palm Avenue
Ne I ghborhooct Grce nway Middle Bike/Ped 28th Street 41 =t Street o.55 Nei ghborhood Greenway( Eloul e\ard l\/1 ark eE
and -fraffic Calming) Enhanced crosswalks
Royal Palm Awnue requires an impro\rernent
towards local non-motorized transportation
infi-astructure (>c)nnectivty- De\,elop a safe,
complete, and accessible multi-user citywide
bicycle and pedestrian network- Promote non-
motorized transportation as a reliable mode of tra€l
witl-iin tl-re (:itv
49,Baywalk South Elike/Ped 5th Street 1 5th Street 1-05 Feasibility Study and lmplementation of
Shared LJse Path
Eta),/walk requires an impro\,€ment towards local non-
motorized transportation infi-astructure connectiwity-
Oe€lop a safe, complete, and accessible multi-user
citywide bicycle and pedestrian network. Promote
non-motorize<l transportation as a reliable mode of
trawl within the City-
5(,Soutfi Beacfi Pedestrian
Priority Zones Soutl-r Bike/Ped N/A N/A N,/A Designation and fiormalization of Pedestrian
Priority Zones <PPZ>
Phase I of the project includes analysis and
implementation of PPz.s for the South of 5th Street
Neighbod.rood and the \Nest AEnue Neighborhood-
Phase 1l includes analysis and implementation of
the Flamingo Park Neighbortrood-
lxei t-;iive Slrn rtriery
{
\t.
1TTHSTREEI
Feasibility Str{ for Exclusiw Transit Lanes and Protected Biq6le Lanes
Project Limrts: fkansit) Washington Arenue --- SR A1A/ Collins Avenue
{Bike/Ped) Washington Alenue -- Beachwalk
SR AIA/COLLIM AVEM.E & INDIANCREEK
Feasibitity Study for Exdusive Transit Lanes and
Protected Birycle Lanes
Project Limits: (l'ranst) 17d't Street -- 44t'Street
(Bike/Fed) 17t' Sfeet -- 22naStreet
MERIDIANAVEMJE:
Protected Biqrcle Lanes
Projea LimiB 16th Skeet - Dade Boulsrard
(Prolect Priorig &bFcf ta change depending on
Canventian Ce nter C anstuclion schedule)
6gntSTRIET:
Protected Birycle Lanes
Project Limits: SR A'lAllndian Creek Drive --- Beachwa{k
21sr STREET AND 2?|o STREET
Protected Bicycle Lanes
Project Limils: Dade Bculevard -- Beachwalk
63MSTREET:
Bicycle Aftematives lmprorcnuenE
Project Lirnits: Norh Bay Road -- SR AlAl lndian Creek Drive
SR 934T'F STREFT AND NORI\,IANDY DRTVE
ExclusiveTransit Lanes and Protected Bicple Lanes
Project Limi$: East Bay Drirc --- Collins Alenue
ALTOf.l ROAD AND 41sr STREEI:
Pedestrian Sa{ety Study
Project Limits: N/A
41STSTREETAND PIIW TREE DRM:
Pedestian Safety Study
Project LimiB: N/A
COLU}$ A\IENUE AND 44TH STREET:
Cap{ity tmprovement and Safety Rsriew
hoje,ct Limits: N/A
MERIEINANAVEMJE:
Neighborhood Greenway Anatysis and lmplernentation
Project Limits: Dade Boulevard -- Pine ?ee Dnve
LINCOI.N ROAD
Shared Bicycle and PedesUian lmprovements
P.olect Limib: Washington Avenue --- Beachwalk
LINCOI.N LANEHOftTI.t
Bicycle Connection/ Neighborhood Greenway
Projed Limits: Lenox Alenue --- Washirgton Avenue
FAIRI/I/AYDRM:
Shared-Use Patr
Project Limits: Biarrr? Dri\€ --- N Shore Drive
53
o
PROJTCI
}lUMBER
PROJECT llAME CIIY AREA PROJECI IYPE
a
t
PROJECI DESCRIPIIOt,l PURPOSE E NEED
1
17th Street Exclusive
transit and
protected/buffered
bicycle lanes
South
Transit/Bike&Pe
d
WashingtonAven
UC
Collins Avenue 014
Evualuation of Exclusive transit and/or
protected/buffered bicycle lanes (Lane
repu rposing and/or roadway widening),
17th Street requires an improvement towards
regional and local connectivity. lmprove the
speed, reliability, comfort and convenience of
tra nsit.
2
SR A1A/ Collins Avenue
/ lndian Creek Drive
Exclusive transit and
protected/buffered
bicycle lanes
South /
Middle
Transit/Bike&Pe
d
17th Street 44th Street 2.76
Exclusive transit and protected/buffered
bicycle lanes (Lane repurposing and/or
roadway widening), Enhanced crosswalks
SR A1A / Collins Avenue / lndian Creek Drive
requires an improvement towards regional and
local connectivity. lmprove the speed, reliability,
comfort and convenience of transit. Serve new
markets and support economic vitality.
3
Meridian Avenue
Protected/buffered
bicycle lanes
South /
Middle
Bike&Ped 16th Street 2Bth Street 104
Protected/buffered bicycle lanes (Lane
repurposing and/or roadway widening),
Enhanced crosswalks
Meridian Avenue requires an improvement
towards local non-motorized transportation
infrastructure connectivity. Develop a safe,
complete, and accessible multi-user citywide
bicycle and pedestrian network. Promote non-
motorized transportation as a reliable mode of
travelwithin the City.
4 59th Street Bufhred
Bicycle Lanes
North Bike/Ped
lndian Creek
Drive
Collins Avenue 0.20 Buffered Bicycle Lane
69Ih Street requires an improvement towards
local non-motorized transportation infrastructure
connectivity. Develop a safe, complete, and
accessible multi-user citywide bicycle and
pedestrian network. Promote non-motorized
transportation as a reliable mode of travel within
the City.
5
21st Street andzZnd
StreeVPark Avenue
P rotected Bicycle La nes
Feasibility Study
South Bike/Ped
Washington
Avenue and 23rd
Street
Beachwalk 06
Protected/buffered bicycle lanes (Lane
repurposing and/or roadway wide ning),
Enhanced crosswalks
21st & 22nd Street requires an improvement
towards local non-motorized transportation
infrastructure connectivity. Develop a safe,
complete, and accessible multi-user citywide
bicycle and pedestrian network. Promote non-
motorized transportation as a reliable mode of
travel within the City.
'll
PROJECI
llUMBER
PROJECI trIAME CIIY AREA PROJECI TYPE PROJECI DESCRIPTION PURPOSE E ilEEO
6
i3rd Street
>rotected/buffered
ricycle lanes
Middle Bike&Ped North Bay Road
SR A1A lndian
Creek Drive
0.47
Protected/buffered bicycle lanes (Lane
re purposing and/or roadway widening)
63rd Street requires an improvement towards
local non-motorized transportation infrastructure
connectivity. Develop a safe, complete, and
accessible multi-user citywide bicycle and
pedestrian network. Promote non-motorized
transportation as a reliable mode of travel withrn
the City.
7
iR 934/ 71st Street/
tlormandy Drive
:xclusive Tra nsit La nes/
)rotected/bufiered
cicycle lanes
North Bike&Ped Bay Drive
SR A1A Collins
Avenue
2.6
:xclusive Transit Lanes Protected/buffered
:icycle lanes (Lane repurposing and/or
'oadway widening) Enhanced crosswalks
SR 934 / 71st Street / Normandy Drive requires
an improvement towards local non-motorized
transportation infrastructure connectivity
Develop a safe, complete, and accessible multi-
user citywide bicycle and pedestrian network.
Promote non-motorized transportation as a
reliable mode of travel within the City.
8
tR 907/ Alton Road
AND SR 112 / 41st
Street's Safety Feasibility
Study
North Bike&Ped
SR 907 / Alton
Road
SR 112 / 41st Street N/A Safety Feasibility Study
lmprove multimodal vehicular operations will be
pursued at this intersection of SR 907 / Alton
Road AND SR 112 / 41st Street
9
5R112 / 41st Street and
Pine Tree Drive Safety
Feasibility Study
North Bike&Ped
5R112 / 41st
Street
Pine Tree Drive N/A Safety Feasibility Study
lmprove multimodal vehicular operations along
the corridor of SR 1.12 / 41st Street AND Pine Tree
Drive
10
44th StreetAND SR A1A/
Collins Avenue Safety
Feasibility Stu{
Middle Bike&Ped 44t'Street SR A1A / Collins
Avenue N/A Safety Feasibility Study
lmprove multimodal vehicular operations along
the corridor of 44tt'street AND SR 41A / Collins
Avenue
T''t'1
L; LJ
PROJECI IIAME CIIY AREA PROJEII IYPE PROJECI DESCRIPIION PURPOSE B }IIEO
11
Meridian Avenue Bicple
SreenwayAnatysis South Bike/Ped lstStreet 16th Street ,1
Neighborhood Greenway(Boulevard
Markers and Traffic Calming) Enhanced
crosswalks
Meridian Avenue requires an improvement
towards local non -motorized transportation
infrastructure connectivity. Develop a safe,
complete, and accessible multi-user citpvide
bicycle and pedestrian network. Promote non-
motorized transportation as a reliable mode of
travelwithin the City.
12
Lincoln Road Shared
Space South Bike/Ped Washington
Avenue ollins Avenue 0.12
Shared Space including changes to
pavement and various multi-modal
accommodations.
Meridian Avenue requires an improvement
towards local non-motorized transportation
infrastructure connectivity. Develop a safe,
complete, and accessible multi-user citywide
bicycle and pedestrian network. Promote non-
motorized transportation as a reliable mode of
travel wrthin the City.
13
-incoln Lane North
3iq6h Connection/
t leigh borhood Greenwal
louth Bike/Ped Alton Road Washington
Avenue 0.57
Exploring the various typical sections of the
alleyway to create an exclusive bicycle lane
or Neighborhood Greenways.
Lincoln Lane North requires an improvement
towards local non -motorized transportation
infrastructure connectivity. Develop a safe,
complete, and accessible multi-user citywide
bicycle and pedestrian network. Promote non-
motorized transportation as a reliable mode of
travelwithin the City.
14 Fainray Drive Shared-
Use Path North Bike/Ped liarritz Drive Bay Drive 1.10
ihared-Use Path adjacent to the golf
:ourse.
Fairway Drive requires an improvement towards
local non -motorized transportation infra structu re
connectivity. Develop a safe, complete, and
accessible multi-user citywide bicycle and
pedestrian network. Promote non-motorized
transportation as a reliable mode of travel within
the City.
5E
r rll l_rll,,,e _\. ; I r: I tJ I \,/
t-'
'\'.*-..-"/
OCEANDRIVT:
Shared Space
CRESHAVEI.IIJE
Neighborhmd Greenway
PURDf AVENI'E
f.leighborhood Greenrvay
DREXEIAVEM,.E:
Neighborhood Greenwayt 5*yffi'3;[flH?'i!ffi"**' e :ilH$::f,anes/5hared-t,sepati
SR A1A/ COLlll'6 AVEMJE:
Protected Bicycle Lanes
PRAIREAVEMJE:
Neighborhood Greenway
SR A1A/ CO]IjFIS A\trM'E/INTXAT.I CREEK DRM:
Exclusive Transit Lanes
SR A1A/ COIlt\S AVEUTE NUAN CREEK DRM:
Exclusiw Transit Lares/Protected Bicycle Lanes
AI-TONROAD:
Exclusive Transit Lanes lBuffered Bicycle
WASHT TON AVEM.E:
Protected Bicycle Lanes
VENETIANCAI,JSEWAY:
Protected Bicycle Lanes
SR 9OTIALTOI.I ROAD:
Exclusilre Transit Lanes
24TH STREET / LIBERTY AVEM.E
Protected Biq6le Laries & Bridge
BIARruTZ DRM:
Neighborhod Greenway
BAYDRM:
Neighborhood Greenway
PAR(VLW BHDGT r (WAYNI AVEMJE) :
Shared-Use Path (Bridge)
PARKVEII' BREE [ (WAYIS AVEMJQ:
Shard-Use Path {Bridqe)
65
HARTII{G AVENUVCOTUNS AVT}.IUE
Exclusive Transit Lanes,/Protected Eicycle Lanes
HAVYT}rcRNE AVENIJE:
Neighborhood Greenway
S5THSTREET
Neighborhood Greenway
PINETREEDRME:
Protected Biq6le Lanes
SR A1A/ MACART}T..R CAUSEWAY:
Light Rail Cofinection6hared-Use Path
SR 112l JUII{ TUTI1I CAUSTWAY:
Exclusive Trarl,sit Lanes/ Shared-Use Path
SRAIMADIANCREEKDRN/E
Protected Birycle Lanes
15NSTREET:
Neighborhood Greenway
20frSTREET:
Neighborhood Greenway
: #,3:#i'il,ffiffi-red Bicycre Lanes
ABrcTTAVENUE
Protected 3irycle Lanes
TTIH STREET:
Shared-Use Path
zmsTREtt
Neighborhood Greenway
S1STSTREEI
Neighborhood Greenway
SOUTH PONTE DR!\/E:
Protected Bicycle Lanes
O
O
a
PROJECT
IIUMBER
PROJECI NAME CIIY ARIA PROJECI IYPT FROM TO
MILES
PROJECI DESCRIPTIOl\l PURPOST E }lEED
1
;R A1A/ Collins Avenue
)rotected/bufiered
ricycle lanes
South Bike/Ped iouth Pointe Drivr 17th Street 1.68
)rotected/buffered bicycle lanes (Lane
"epurposing and/or roadway widening)
:.nhanced crosswalks
R A1A / Collins Avenue requires an improvement
:wards local non-motorized transportation
rfrastructure connectivity. Develop a safe,
omplete, and accessible multi-user citywide
,icycle and pedestrian network. Promote non-
rotorized transportation as a reliable mode of
"avel within the City.
2
rrairie Avenue
{eighborhood Greenway
Middle Bike/Ped 44th Street 47th Street 0.25
rleighborhood Greenway(5harrow Markers)
:-nhonced crosswalks
)rairie Avenue requires an improvement towards
:cal non -motorized transportation infra structu re
onnectivity. Develop a safe, complete, and
rccessible multi-user citywide bicycle and
redestrian network. Promote non-motorized
ransportation as a reliable mode of travel within
he City.
3
iR A1A Collins Avenue
ixclusive transit la nes
Middle Transit 44th Street
SR A.lA Collins
Avenue / lndian
Creek Drive Split
2 xclusive transit lanes (Lane repurposing)
;R A'1A Collins Avenue requires an improvement
owards regional and local connectivity. lmprove
he speed, reliability, comfort and convenience of
.ransit. Serve new markets and support economic
ritality.
4
iR AlACollinsAvenue/
ndian Creek Drive
xclusive transit and
)rotected/bufiered
Icycle lanes
Middle /
North
Transit/
Bike/Ped
SR A1A Collins
Avenue / Indian
Creek Drive Split
SR 934 / 7'lst Street 2.05
:xclusive transit and protected/buffered
:icycle lanes (Lane repurposing and/or
'oadway widening),
R A1A Collins Avenue / lndian Creek Drive
equires an improvement towards regional and
rcal connectivity. lmprove the speed, reliability,
omfort and convenience of transit. Serve new
narkets and support economic vitality.
5
;R 934/ 79th Street
lausmay Exclusive
:ransiL Shared Uses Path,
rnd protected/bufhred
ricycle lanes
North
Transit/
Bike/Ped
US 1 / Biscayne
Boulevard
Bay Drive 2.67
ixclusive transit, Shared Uses Path, and
rrotected/buffered bicycle lanes (Lane
epurposing and/or roadway widening),
R 934 / 79th Street Causeway requires an
nprovement towards regional and local
onnectivity. lmprove the speed, reliability,
omfort and convenience of transit. Serve new
rarkets and support economic vitality.
nfi
DS
o
a
o
PROJECI
}IUMBER
6
PROJECI llAME IIIY ARTA PROJECI TYPE FROM TO
MILTS
PROJECT DESCRIPIION PURPOSE B llEEO
\bbottAvenue
rrotected/buffered
Icycle lanes
North Bike/Ped lndian Creek Drive SR 934 / 71st Street 0.3
)rotected/buffered bicycle lanes (Lane
epurposlng and/or roadway widening)
:.nhanced crosswalks
'bbott Avenue requires an improvement towards
>ca I non -motorized transportation infrastructure
onnectivity. Develop a safe, complete, and
ccessible multi-user citywide bicycle and
,edestrian network. Promote non-motorized
'ansportation as a reliable mode of travel within
re City.
7 Dth Street Shared Path North Bike/Ped
Normandy
Avenue
Dickens Avenue 0.24
ihared Uses Path(Lane repurposing and/or
oadway widening) Enhanced crosswalks
'7th Street requires an improvement towards
:ca I non -motorized transportation infrastructu re
onnectivity. Develop a safe, complete, and
rccessible multi-user citywide bicycle and
>edestrian network. Promote non-motorized
ransportation as a reliable mode of travel within
he City.
I ?th Street
,leighborhood Greenway
North Bike/Ped Dickens Avenue Atlantic Way 0.34 'leighborhood Greenway(Sharrow Markers)
=-nhanced crosswalks
zTth Street requires an improvement towards
oca I non - motorized transportation infrastructure
-onnectivity. Develop a safe, complete, and
rccessible multi-user ciWide bicycle and
redestrian network. Promote non-motorized
ransportation as a reliable mode of travel within
:he City.
9
llst Street Neighborhood
Sreenway
North Bike/Ped
Tatum Waterway
Drive
SR A1A / Collins
Avenue
0.19
\eighborhood Greenway(Sharrow Markers)
'-nhanced crosswaLks
1st Street requires an improvement towards local
on-motorized transportation infrastructure
:nnectivity. Develop a safe, complete, and
ccessible multi-user citywide bicycle and
edestrian network. Promote non-motorized
ansportation as a reliable mode of travel within
re City.
10
iouh Pointe Drive
rrotected/buffered
ilcycle lanes
South Bike/Ped Alton Road Beachwalk 0.31
)rotected/buffered bicycle lanes (Lane
'epurposing and/or roadway widening)
:nhanced crosswalks
,outh Pointe Drive requires an improvement
owards local non-motorized transportation
rfrastructure connectivity. Develop a safe,
omplete, and accessible multi-user citywide
ricycle and pedestrian network. Promote non-
notorized transportation as a reliable mode of
ravelwithin the City.
E7
O
a
o
PROJECI
iIUMBER
PROJECI NAME CIIY AREA PROJECT IYPE FROM TO
MILES
PR0JECT DTSCRTpilON PURPOSE O iIEED
11
\hon Road Exclusile
:ransit and
lrotected/buffered
licycle lanes
South
Transit/
Bike/Ped
South Pointe Drive SR A1A / 5th Street 0.49
ixclusive transit and protected/buffered
ricycle lanes (Lane repurposing and/or
'oadway widening), Enhanced crosswaLks
ton Road requires an improvement towards
gional and local connectivity. lmprove the
eed, reliability, comfort and convenience of
lnsit. Serve new markets and support economic
12
l/ashington Avenue
ixclusive transit and
rotected/bufiered
ricycle lanes
South Transit iouth Pointe Drivr SR 41A / 5th Street 0.44
:xclusive transit and protected/buffered
ricycle lanes (Lane repurposing ond/or
oadway widening), Enhanced crosswaLks
/ashington Avenue requires an improvement
rwards regional and local connectivity. lmprove
re speed, reliability, comfort and convenience of
ansit. Serve new markets and support economic
tality.
13
/enetian Causervay
lonventional Bike Lanes
South Bike/Ped
US 1 / Biscayne
Boulevard
West Avenue 3.21
lonventional Bike Lanes(lo ne repurposing
md/or roadway widening) Enhanced
:rosswalks
enetian Causeway requires an improvement
lwards local non-motorized transportation
rfrastructure connectivity. Develop a safe,
rmplete, and accessible multi-user citywide
icycle and pedestrian network. Promote non-
rotorized transportation as a reliable mode of
avelwithin the City.
14
;R 907/ Ahon Road
xclusive transit lanes
South Transit Dade Boulevard SR 112 / 41st Street 1.46 xclusive transit lanes (Lane repurposing)
R907 /Alton Road requires an improvement
>wards regional and local connectivity. lmprove
re speed, reliabilrty, comfort and convenience of
ansit. Serve new markets and support economic
tality.
15
l4th Street/ Liberty
Nenue
,rotected/bufiered
ilcycle lanes
Middle Bike/Ped Pine Tree Drive
23rd Street / SR
A1A Collins Avenue
0.28
)rotected/buffered bicycle lanes (Lane
epurposing and/or roadway widening)
:nhanced crosswalks
l4th Street / Liberty Avenue requires an
nprovement towards local non-motorized
ransportation infrastructure connectivity. Develop
r safe, complete, and accessible multi-user
iVwide bicycle and pedestrian network. Promote
ron-motorized transportation as a reliable mode
rf travel within the City.
nn
OD
TO PROJEII DESCRIPTIII}I PURPOSE B }IEED
lamingo Drive requires an improvement towards
I non-motorized transportation infrastructure
onnectivity. Develop a safe, complete, and
ble multi-user citywide bicycle and
strian network. Promote non-motorized
ansportation as a reliable mode of travel within
City
iarritz Drive requires an improvement towards
I non-motorized transportation infrastructure
. Develop a safe, complete, and
ble multi-user cilwide bicycle and
network. Promote non -motorized
ansportation as a reliable mode of travel within
City
Drive requires an improvement towards local
-motorized transportation infrastructure
onnectivity. Develop a safe, complete, and
essible multi-user citywide bicycle and
n network. Promote non-motorized
nsportation as a reliable mode of travel within
City
ayne Avenue requires an improvement towards
al non-motorized transportation infrastructure
. Develop a safe, complete, and
cessible multi-user citywide bicycle and
ian network. Promote non-motorized
ansportation as a reliable mode of travel within
City
ayne Avenue requires an improvement towards
al non-motorized tra nsportation infrastructure
ivity. Develop a safe, complete, and
multi-user citywide bicycle and
ian network. Promote non-motorized
ansportation as a reliable mode of travelwithin
PROJECT
iluMsrn PROJTCI ilAME CIIY AREA PROJECT IYPE
16
17
18
19
20
Pine Tree Drive SR A1A / lndian
Creek Drive
rotected/buffered bicycle lanes (Lane
and/or roadwoy widening)
SR 934 / 71st
ffered bicycle lanes (Lone
sing and/or roadway widening)
ighborhood G reenway(Sh a rrow M orkers)Drive Neighborhood
SR 934 / 71st
Avenue Shared 73rd Street
ed Uses Palh (Lane repurposing and/or
widening) Enhanced crosswolks
red Path (Lane repurposing ond/or
widening) Enhanced crosswalks
Avenue Shared 75th Street
63
City
o
o
o
PRTUECI
ilUMBER
PROJECT NAME CIIY AREA PROJECT TYPT TROM TO
MILES
PROJECI OESCRIPTIOll PURPOSE B llEEO
21
iR A1A Collins Avenue/
ndian Creek DrMe/
{arding Avenue Exclusivt
:ransit lanes and
I rotected Bicycle La nes
Middle /
North
Transit
SR A'lA Collins
Avenue / lndian
Creek Drive Split
BBth Street 4.36
lxclusive transit lanes (Lane repurposing)
:rotected Bicycle Lanes along Harding
\venue
iR A1A Collins Avenue / lndian Creek Drive /
larding Avenue requires an improvement
owards regional and local connectivity. lmprove
he speed, reliability, comfort and convenience of
ransit. Serve new markets and support economic
,itality.
22
{aurlhorne Avenue
tleig h borhood G reenway
North Bike/Ped 77th Street 85th Street 0.54
rleig h borhood G reenway(S h a rrow M a rke rs)
:.nhanced cros.swaLks
awthorne Avenue requires an improvement
>wards local non-motorized transportation
rfrastructure connectivity. Develop a safe,
:mplete, and accessible multi-user citywide
icycle and pedestrian network. Promote non-
rotorized transportation as a reliable mode of
avel within the City.
23
lSth Street
tleig hborhood G reenway
North Bike/Ped
Hawthorne
Avenue
SR A1A / Collins
Avenue
0.46
rleighborhood Greenway(Sharrow Markers)
:nhanced crosswalks
5th Street requires an improvement towards
>cal non-motorized tra nsportation i nfrastructure
onnectivity. Develop a safe, complete, and
ccessible multi-user ciVwide bicycle and
edestrian network. Promote non-motorized
'ansportation as a reliable mode of travel within
re City.
24
rine Tree Drive Protected
liqrcle Lanes
Middle Bike/Ped 23'd Street 51si Street 2.00
)rotected/buffered bicycle lanes (Lane
epurposing and/ or roadway widening)
:nhanced crosswalks
ine Tree Drive requires an improvement towards
rca I non -motorized tra nsportation infrastructu re
:nnectivity. Develop a safe, complete, and
ccessible multi-user citywide bicycle and
edestrian network. Promote non-motorized
ansportation as a reliable mode of travel within
re City.
25
;RA1A/ MacArthur
lausaray Light Rail
lonnectiory' Shared-Use
,ath
South
Transit/
Bike&Ped
US 1 / Biscayne
Boulevard
SR 907 / Alton
Road
3.41
-ight Rail Connection across the Bayl
)rotected Bicycle lanes (Lane repurposing
znd/or roadway widening), Enhanced
:rosswalks
R A1A / MacArthur Causeway requires an
nprovement towards regional and local
onnectivity. lmprove the speed, reliability,
omfort and convenience of transit. Serve new
rarkets and support economic vitality.
iil
xclusive transit lanes and
otected/buffered bicycle lanes (Lane
'nq) Enhanced crosswalks
112 / 41st Street
Transit/
Bike/Ped
112 / Julia Tuttle
ransit Lane/Shared-Use
ath
Multimodal xclusive Transit Lane and Shared-Use Path
his project required extensive bridge work.
A1A/ lndian Creek
Protected Bicycle ickens Avenue ected Bicycle Lanes (Lane repurposing
Street Neighborhood borhood Greenway (Bicycle Boulevard
Street Neighborhood Purdy Avenue
ighborhood G reenway (Bicycle BouLevard
Enhanced crosswalks
PROJECT ]ilAME CIIY ARIA PRtlJECI IYPE FROM IO PROJECT DESCRIPTION PURPOSE E NEED
112/41s1 Street requires an improvement
ds regional and localconnectivity. lmprove
speed, reliability, comfort and convenience of
ansit. Serve new markets and support economic
112 / )ulia Tuttle Causeway requires an
provement towards local non-motorized
ansportation infra structu re con nectivity. Develop
safe, complete, and accessible multi-user
bicycle and pedestrian network. Promote
hat section of lndian Creek Drive requires an
provement towards local non-motorized
ransportation i nfrastructu re con nectivity. Develop
safe, complete, and accessible multi-user
itywide bicycle and pedestrian network. Promote
-motorized transportation as a reliable mode
travelwithin the City.
t' Street requires an improvement towards local
-motorized transportation infrastructure
tivity. Develop a safe, complete, and
essible multi-user citywide bicycle and
ian network. Promote non-motorized
ansportation as a reliable mode of travel within
City
Street requires an improvement towards local
-motorized transportation infrastructure
nectivity. Develop a safe, complete, and
cessible multi-user citywide bicycle and
trian network. Promote non-motorized
ransportation as a reliable mode of travel within
27
28
29
30
lt
City
PROJECT llAME Crv Ansn PR(IJECT TYPE PROJECT OESCRIPTI(}N PURPOSE E }IEED
ean Drive requires an improvement towards
non -motorized transportation infrastructure
onnectivity. Develop a safe, complete, and
essible multi-user citywide bicycle and
network. Promote non-motorized
ansportation as a reliable mode of travel within
City
respi Boulevard requires an improvement
ards local non-motorized transportation
frastructure connectivity. Develop a safe,
omplete, and accessible multi-user citywide
icycle and pedestrian network. Promote non-
ized transportation as a reliable mode of
avelwithin the City
urdy Avenue requires an improvement towards
non-motorized tra nsportation infrastructure
. Develop a safe, complete, and
essible multi-user cih/wide bicycle and
network. Promote non -motorized
ansportation as a reliable mode of travel within
City
exel Avenue requires an improvement towards
al non-motorized transportation infrastructure
Develop a safe, complete, and
sible multi-user citywide bicycle and
network. P romote non -motorized
nsportation as a reliable mode of travel within
City
31
32
33
v
Drive Shared Space (Public Space) allowing for
closures for events, calming traffic, and
proved pedestrian space.
G reenway (Bicycle Boulevard
ers) Enhanced crosswalks
ighborhood Greenway (Bicycle Boulevard
arkers) Enhanced crosswalks
Espanola Way Greenway (Bicycle Boulevard
s) Enhanced crosswalks
12
TRANSPORTATION MASTER PLAN IMPLEMENTATION UPDATE
Below is an abbreviated snapshot of projects described in Letter To Commission (LTC) No. 231-
17 dated May 4, 2017 providing an update on the Miami Beach Transportation Master Plan
(TMP) implementation since its adoption by the City Commission on April 13,2016.
Bicvcle and Pgdestrian lmorovements. Green bicycle lane projects along seven (7) roadway corridors were implemented
totaling 31,000 linear feet.o Venetian Causeway green bicycle lanes are scheduled for implementation in
November/December 2017 .o The design of the Euclid Avenue Protected Bicycle Lane Project was initiated.o The design of an iconic crosswalk at Ocean Drive/12th Street is underway.. A temporary closure of Rue Vendome to implement a pedestrian plaza has been
approved by FDOT and the County.. Temporary protected bicycle lanes are being designed tor 72nd and 73'd Street.o Two (2) Complete Streets feasibility studies are underway for the 63'd Street Corridor
and the 23'd Street Corridor with completion anticipated by early 2018.. Six (6) Neighborhood Greenway feasibility studies are underway with completion
anticipated in early 2018:o Bay Drive between east and west intersections with 71't Street;o North Bay Road between LaGorce lsland Bridge and 20th Street;o 85th Street between Hawthorne Avenue and Collins Avenue;o 81't Street between Hawthorne Avenue and Collins Avenue;o 77th Street between Hawthorne Avenue and Collins Avenue; ando Tatum Watenrvay between 77th Street and 81't Street.. Pedestrian Priority Zone feasibility studies are underway for South of Fifth Street
neighborhood and the Flamingo Park Neighborhood/Entertainment District, with
completion anticipated in early 2018.. Four (4) Safe Routes To School grant funded projects are scheduled to begin
construction in November 2017 and completion in early 2018.o 275 Bike Racks were installed in the public rights-of-way since adoption of the TMP and
a total of 725 bike racks have been installed since 2015. Assessments are being
conducted at street ends and intersection comers for additional installations.o A Vertical Bicycle Parking Facility was implemented within the 17th Street Parking
Garage. Assessments are being conducted at all parking garages in the City for
installation of additional vertical bicycle parking.o Two (2) Bicycle Repair Stations were installed in South Beach and North Beach; and
installation of a bicycle repairstation atthe bicycle parking facilitywithin the 17th Street
Parking Garage is anticipated in December 2017, with additional potential future
installations.o The lnternally llluminated (LED) Crosswalk Pilot Program was approved by FDOT and
the County. lmplementation at various priority mid-block unsignalized crosswalk
locations and along the Venetian Causeway is scheduled in FY 2017118.. Pedestrian Friendly Zone signage was installed along Ocean Drive sidewalks and the
Beachwalk.
Transit lmprovements. The new South Beach Trolley will begin service on November 1,2017 with a fleet of ten
(10) low-floor trolley vehicles, replacing the County-operated South Beach Local and
City-operated Alton-West Trolley service.
Page 1 of 2
. The new Collins Express will begin service on November 1 , 2017, replacing and
enhancing the Collins Link service.o The North Beach Trolley and Middle Beach Trolley will begin enhanced service on
November 1,2017.. The Middle Beach lntermodal Center Site feasibility analysis was completed in April
2017.. The Miami Beach lntermodal Center Study is undenrvay and scheduled for completion in
January 2018.. A solicitation for on-demand first mile/last mile transportation service in underserved
areas in the City is being prepared for issuance in December/January 2018.o Continued collaboration with Miami-Dade County on the Beach Corridor Transit
Connection Studies to expedite express bus and rail improvements as part of the
Strategic Miami Area Rapid Transit (SMART) Plan.o Water Taxi pilot service between cities of Miami Beach and Miami began in December
2016 with service at Purdy Dock.o A bid for construction of a new motorized vessel dock at Purdy Dock is scheduled for
issuance in early 2018.o A contract for the design of new iconic bus shelters was executed and design is
undenruay, with final design plans, specifications, and construction cost estimates
anticipated in Fall 2018.
Traffic lmprovements. Traffic Monitoring and Management Services along Major Thoroughfares have continued
for 14 hours a day, 7 days a week, including special event monitoring during the City's
High lmpact Period.
lntelligent Transportation System (lTS) and Smart Paking System (SPS) Project
implementation is anticipated to begin in early 2018 in a phased manner, with a
Design/Build/Operate/Maintain Contractor selected in October 2017 .
Traffic calming studies for Nautilus and Central Bayshore neighborhoods were
completed and approved by the County, with Phase 1 recommended improvements for
both neighborhoods funded and scheduled for construction in FY 2017118.
Traffic signal retiming improvements were implemented along the lndian Creek
Drive/Harding Avenue/Abbott Avenue corridor to improve traffic progression between
85th Street and 63'd Street.
The 42nd Street Two-Way Conversion Project from Pine Tree Drive to Sheridan Avenue
is in design and construction is anticipated to begin in early 2018.
Traffic signals are being retimed along the MacArthur Causeway, Sth Street, Collins
Avenue in South Beach, with completion anticipated in December2017.
Additional traffic signal retiming improvements were implemented at six (6) additional
priority intersections.
Three (3) traffic operational studies have been initiated for high priority corridors in
coordination with FDOT.o Alton Road and 17th Street lntersection Capacity lmprovements (Additional
Southbound Left Turn Lane)o lndian Creek Drive- 63'd Street to Abbott Avenue Capacity and Geometric
Analysiso Collins Avenue/lndian Creek Drive- 41't Street to 44th Street Network Study
Page 2 of 2