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Resolution 2023-32717 RESOLUTION NO. 2023-32717 A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, SETTING 1) THE PROPOSED OPERATING MILLAGE RATE; 2) THE REQUIRED DEBT SERVICE MILLAGE RATE; 3) THE CALCULATED "ROLLED-BACK" RATE;AND 4)THE DATE,TIME,AND PLACE OF THE FIRST PUBLIC HEARING TO CONSIDER THE MILLAGE RATES AND BUDGETS FOR FISCAL YEAR 2024; AND, FURTHER,AUTHORIZING THE CITY MANAGER TO TRANSMIT THIS INFORMATION TO THE MIAMI-DADE COUNTY PROPERTY APPRAISER IN THE FORM REQUIRED BY SECTION 200.065, FLORIDA STATUTES. WHEREAS, Section 200.065, Florida Statutes, specifies the method by which municipalities set the millage rate and adopt an annual budget; and WHEREAS, development of the Fiscal Year(FY)2024 budget began early in the current fiscal year and has included numerous discussions with the Mayor and City Commission that included a review of priorities, economic projections and their impacts on the overall budget, and preliminary projected revenues and expenditures; and WHEREAS, over the last several years, the City of Miami Beach has adopted budgets that have provided some tax and fee relief, while at the same time providing enhanced levels of services that address the needs and priorities identified by the community; and WHEREAS,the 2023 Certification of Taxable Value from the Miami-Dade County Property Appraiser reflects an overall increase of 10.8% in property tax values citywide from the 2022 Certification of Taxable Value, a 2.7% increase in property tax values in the City Center Redevelopment Area (City Center RDA), a 9.1% increase in property tax values in the North Beach Community Redevelopment Agency(North Beach CRA), and a 12.1% increase in property tax values outside of the City Center RDA and North Beach CRA areas, which directly impacts General Fund property tax revenues; and • WHEREAS, based on the 2023 Certification of Taxable Value from the Miami-Dade County Property Appraiser, it is proposed that the City's Total General Operating millage rate for FY 2024 remain flat at 5.8155 mills (same as last year), while the Voted Debt Service millage rate for FY 2024 be increased by 0.0966 mills from the adopted FY 2023 rate of 0.2360 mills to the proposed rate of 0.3326 mills for FY 2024; and WHEREAS, the City's Total General Operating millage rate proposed for FY 2024 of 5.8155 mills is comprised of a General millage that funds operating costs in the General Fund, a Capital Pay-As-You-Go (PayGo) millage that funds General Fund capital projects, and a Capital Renewal and Replacement(CRR)millage that provides a dedicated source of funding for renewal and replacement projects that extend the useful life of General Fund capital assets; and WHEREAS, the City's proposed Voted Debt Service millage rate for FY 2024 of 0.3326 mills, which is an increase of 0.0966 mills from the adopted FY 2023 millage rate of 0.2360 mills, is necessary to fund the total FY 2024 debt service of approximately $16.3 million for the first tranche of the 2019 General Obligation (G.O.) Bonds that were approved by the voters on November 6, 2018, as well as the first tranche of the new 2023 Arts and Culture Bonds that were approved by the voters on November 8, 2022; and WHEREAS, the January 1, 2022 citywide tax roll decreased by approximately $768.7 million from the certified July'1, 2022 valuation of$46.5 billion to the final July 1, 2023 valuation of$45.8 billion due to appeals and adjustments, which is part of the reason the FY 2024 "rolled- back" rate is 5.1681, or 0.6474 mills lower than the adopted FY 2023 Total General Operating millage rate of 5.8155 mills; and WHEREAS, the City of Miami Beach is required to notify the Miami-Dade County Property Appraiser of the Proposed Millage Rates, the "rolled-back" rate, and the date, time, and place of the first public hearing. NOW, THEREFORE, BE IT DULY RESOLVED BY THE MAYOR AND THE CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA,that the following recommendations of the Administration be and are hereby ratified for transmittal to the Miami-Dade County Property Appraiser, as specified in Section 200.065, Florida Statutes: 1) Proposed Millage Rates for FY 2024: • General Millage 5.6636 mills ' Capital Renewal & Replacement Millage 0.0499 mills Pay-As-You-Go (PayGo) Millage 0.1020 mills Total General Operating Millage 5.8155 mills (same as last year) Voted Debt Service Millage 0.3326 mills Total Combined Millage 6.1481 mills 2) "Rolled-Back" Rate 5.1681 mills 3) The first public hearing to consider the proposed millage rates and budgets for FY 2023 shall be held on Wednesday, September 13, 2023, at 5:01 P.M., in the City Commission Chambers at 1700 Convention Center Drive, 3rd Floor, Miami Beach, Florida 33139. PASSED and ADOPTED this .4 day of /4/) 2023. ATTEST: ___t_vi .,.. 2-z4,________ JUL 2 8 2023 Dan Gelber, Mayor Rafae E. Granado, City Clerk = \Pe�!. ,cy.,, APPROVED AS TO t f: '' FORM AND LANGUAGE UNCORP�ORM ED' & FOR EXECUTION .,C, •,;.;:ki" ni,----.6...-- ;2...- 7 - 2,b-23 • City Attorney LW._ Date Resolutions-R7 G MIAMI BEACH COMMISSION MEMORANDUM • TO: Honorable Mayor and Members of the City Commission FROM: Alina T. Hudak, City Manager DATE: July 26, 2023 SUBJECT:A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, SETTING 1) THE PROPOSED OPERATING MILLAGE RATE; 2) THE REQUIRED DEBT SERVICE MILLAGE RATE; 3) THE CALCULATED "ROLLED-BACK" RATE;AND, 4)THE DATE, TIME,AND PLACE OF THE FIRST PUBLIC HEARING TO CONSIDER THE MILLAGE RATES AND BUDGETS FOR FISCAL YEAR 2024; AND, FURTHER, AUTHORIZING THE CITY MANAGER TO TRANSMIT THIS INFORMATION TO THE MIAMI-DADE COUNTY PROPERTY APPRAISER IN THE FORM REQUIRED BY SECTION 200.065, FLORIDA STATUTES. RECOMMENDATION See attached memorandum. • SUPPORTING SURVEY DATA See attached memorandum. • FINANCIAL INFORMATION See attached memorandum. Applicable Area Citywide Is this a"Residents Right Does this item utilize G.O. to Know" item. pursuant to Bond Funds? City Code Section 2-14? Yes No Strategic Connection Organizational Innovation- Ensure strong fiscal stewardship. Legislative Tracking Office of Management and Budget Page 1301 of 1588 ATTACHMENTS: Description ❑ Memo - FY 2024 Proposed Citywide Millage Page 1302 of 1588 MIAMIB.EACH City of Miami Beach, 1700 Convention Center Drive,Miami Beach,Florida 33139,www.miamibeachfLgov COMMISSION MEMORANDUM TO: Honorable Mayor Dan Gelber and Members of the City Commission FROM: Alina T. Hudak, City Manager DATE: July 26, 2023 SUBJECT: A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, SETTING 1) THE PROPOSED OPERATING MILLAGE RATE; 2) THE REQUIRED DEBT SERVICE MILLAGE ' RATE; 3) THE CALCULATED "ROLLED-BACK" RATE; AND 4) THE DATE, TIME, AND PLACE OF THE FIRST PUBLIC HEARING TO CONSIDER THE MILLAGE RATES AND BUDGETS FOR FISCAL YEAR 2024; AND, FURTHER, AUTHORIZING THE CITY MANAGER TO TRANSMIT THIS INFORMATION TO THE MIAMI-DADE COUNTY PROPERTY APPRAISER IN THE FORM REQUIRED BY SECTION 200.065,. FLORIDA STATUTES STRATEGIC PLAN SUPPORTED Organizational Innovation—Ensure strong fiscal.stewardship ADMINISTRATION RECOMMENDATION The Administration recommends that the Mayor and City Commission adopt the attached Resolution, which authorizes the City Manager to transmit the following information to the Miami- Dade County Property Appraiser: 1) Proposed Millage Rates for Fiscal Year(FY) 2024: General Millage 5.6636 mills Capital Renewal & Replacement Millage 0.0499 mills Pay-As-You-Go (PayGo) Millage 0.1020 mills Total General Operating Millage 5.8155 mills (same as last year) Voted Debt Service Millage . 0.3326 mills Total Combined Millage 6.1481 mills 2) "Rolled-Back" Rate (Truth-in-Millage) 5.1681 mills 3) The first public hearing to consider the proposed millage rates and budget for FY 2024 shall be held on Wednesday, September 13, 2023, at 5:01 p.m., in the City Commission Chambers at 1700 Convention Center Drive, 3rd Floor, Miami Beach, Florida 33139. Page 1303 of 1588 FY 2024 Proposed Millage Rate July 26, 2023 Page 2 PROPERTY VALUES On July 1, 2023. the City received the 2023 Certification of Taxable Value from the Miami-Dade County Property Appraiser. As summarized below, the City's overall property values increased approximately $5.0 billion, or 10.8%, from the 2022 Certification of Taxable Value of $46.5 billion to the 2023 Certification of Taxable Value of$51.5 billion, which includes a $4.8 billion, or 10.3%, increase in the City's existing values and a $0.2 billion increase in new construction values. July 2022 July 2023 $ X Certified Certified Change Change Property Assessment Existing Values $46,544.694,070 $51.346,874,323 $4,802.180.253 10 3% New Construction 0 213.897 907 213 897 907 100 0% Total Citywide $46,544,694,070 $51,560,772,230 $5,016,078,160 10.8% City Center RDA $6,023.225,280 $6,188,026.922 $164,801.642 2.7% North Beach CRA 1,585,511,443 1,730,558,116 145.046,673 9 1% Total Citywide-Net of RDA&CRA l $38,935,957,347 $43,642,187,192 $4,706,229,845 12.1% VALUE OF ONE MILL OF TAXABLE VALUE The first building block in developing a municipal budget is the establishment of the value of one mill of taxation, wherein a mill is defined as $1.00 of ad valorem tax for every $1,000 of assessed property value. For the City of Miami Beach, the value of each mill for the FY 2024 budget is determined by the 2023 Certification of Taxable Value that is set at approximately $51.5 million per mill levied. Florida Statutes permit a discount of up to five percent for early payment discounts, delinquencies, etc. Therefore, the value of one mill citywide at 95% is approximately $48.9 million. Excluding the Center City RDA and the North Beach CRA, the value of one mill is approximately $43.6 million, which at 95% is approximately$41.5 million to account for early payment discounts. delinquencies, etc. PROPOSED MILLAGE RATE There are two main components to the City's Total Combined millage rate, which are the Total General Operating millage rate and the Voted Debt Service millage rate. The Total General Operating millage rate, which is comprised of a General, a Capital Renewal and Replacement. and a Pay-As-You-Go (PayGo) millage, funds General Fund operating and capital expenditures while the Voted Debt Service millage rate funds the annual debt service required for the City's outstanding General Obligation (G.O.) bonds. The proposed Total General Operating millage rate for FY 2024 of 5.8155 mills provides funding to offset increases in personnel costs, such as the annual required pension contributions, a 5 percent (%) Step increase for all Fraternal Order of Police (FOP) and International Association of Fire Fighters (IAFF) positions, a 0-3% performance-based merit increase for all non-FOP and IAFF positions, an increase in the City's health insurance premiums for active employees and retirees, as well as increases in other General Fund operating expenditures. Page 1304 of 1588 FY 2024 Proposed Millage Rate July 26. 2023 Page 3 The Voted Debt Service millage rate of 0.3326 mills provides funding of the annual debt service required for the Series 2019 G.O. Bonds, as well as the new Series 2023A&B Arts and Culture G.O. Bonds, that were approved by the voters on November 6. 2018 and November 8, 2022, respectively, through the assessment, levy. and collection of ad-valorem tax on all property within the City. On November 6. 2018, the City of Miami Beach voters approved the issuance of a not to exceed amount of$439.0 million in G.O. bonds to fund a total of 57 capital projects citywide, ranging from vertical construction, roadwork, park constructions and renovations, technology implementation, renewals and repairs, and underground infrastructure work. On November 8, 2022, the City of Miami Beach voters approved the issuance of a not to exceed amount of$159.0 million in Arts and Culture G.O. bonds to improve facilities for resiliency of arts and cultural institutions throughout the City, including museums, performance venues, artistic playgrounds, senior/cultural centers, botanical garden. aquatic sculpture park, and related artist/workforce housing. The proposed Voted Debt Service millage rate for FY 2024 of 0.3326 mills is 0.0966 mills more than the adopted FY 2023 Voted Debt Service millage rate of 0.2360 mills and funds the required $16.3 million payment for FY 2024 that is comprised of the annual debt service for the Series 2019 G.O. Bonds and the annual debt service for the new Series 2023A&B Arts and Culture G.O. Bonds. FY 2023 FY 2024 Adopted Proposed Inc/(Dec) General 5.6636 5.6636 0.0000 Capital Renewal & Replacement 0.0499 0.0499 0 0000 Pay-As-You-Go (PayGo) 0.1020 0.1020 0.0000 Total General Operating Millage 5.8155 5.8155 0.0000 Debt Service 0.2360 0.3326 0.0966 Total Combined Millage 6.0515 6.1481 0.0966 IMPACT OF PROPOSED MILLAGE LEVY IMPACT ON PROPERTY OWNERS Homesteaded Properties In 1992, voters approved an amendment to the Florida Constitution known as Amendment 10. also known as Save Our Homes (SOH). SOH is an assessment limitation, or"cap." on increases in the assessed value of a homestead residence. Those increases are limited to 3.0% or the percent change in the CPI (Consumer Price Index), whichever is less. The "cap" goes into effect beginning the year after a homestead exemption is granted. Based on last year's values from the Miami-Dade County Property Appraiser (as of July 1. 2022). the median homesteaded property value in the City of Miami Beach was $240,385 while the average homesteaded property value was $664,556. For an existing homesteaded property in the City of Miami Beach that was not sold and/or did not have any improvements or additions completed in the last year, the impact of the City's proposed FY 2024 Total Combined millaqe Page 1305 of 1588 FY 2024 Proposed Millage Rate July 26, 2023 Page 4 rate of 6.1481 mills would be an increase of approximately $67 for the median homesteaded property while the impact for the average homesteaded property would be S187 pursuant to the SOH cap. Homesteaded Properties FY 2023 FY 2024 Median" Average" Median Average Preliminary Taxable Value" $240,385 $664,556 $247,597 $684,493 City of Miami Beach Operating $1,398 $ 3,865 $ 1,440 $ 3,981 Voted Debt 57 157 82 228 Total Miami Beach $1,455 $4,022 $1,522 $4,209 $Change in Taxes Operating $42 $ 116 Voted Debt 25 71 Total Miami Beach , $67 $ 187 **Source:Miami-Dade County Property Appraisers—2022 average-median-homestead-residential- values files Historical Perspective The table below outlines the City's historical millage rate trend. For FY 2024, the City's Operating millage rate is proposed to remain flat at 5.8155 mills, which is the same rate adopted for FY 2023. Millage Rate History 8 0000 7 0000 6 0000 5 0000 4 0000 I 2 0000 1 0000 0.D000 FY FY FY FY FY FY FY FY FY FY FY FY FY FY FY FY FY FY 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 Debt Service Millage 0 2990 0.2415 0 2375 0.2568 0 2870 0 2884 0.2568 0.2529 0.2295 0 2031 0.1796 0 1664 0 1600 0 2933 0 3227 0.2889 0 2360 0.3326 ■Operating Millage 7 3740 5.6555 5 6555 5 6555 6 2155 6 1655 6 0909 5 8634 5 7942 5 7092 5 7092 5 7224 5 7288 5 7288 5 7288 5 7626 5 8155 5.8155 Total Combined 7.6730 5.8970 5.8930 5 9123 6.5025 6 4539 6 3477 6 1163 6.0237 5.9123 5.8888 5 8888 5 8888 6 0221 6 0515 6.0515 6.0515 6.1481 Page 1306 of 1588 FY 2024 Proposed Millage Rate July 26, 2023 Page 5 STATUTORY REQUIREMENTS Florida Statute 200.065, entitled "Method of Fixing Millage," establishes specific guidelines that must be used by all local government entities in setting millage (property tax) rates. Under the Statute, the City is required, within 35 days of receipt of the "Certification of Taxable Value" (received July 1, 2023), to advise the Miami-Dade County Property Appraiser of the proposed Total General Operating millage rate, the calculated "rolled-back" rate and the date, time, and place of the first public hearing to consider the proposed millage rates and budgets for FY 2024. The required Voted Debt Service millage rate must also be set at the same time as the Total General Operating millage rate. After setting the proposed FY 2024 millage rate, the Mayor and City Commission may, at any time prior to final adoption. lower the proposed millage rates. However, increasing the proposed millage rate may only be accomplished by completing an expensive mailing and advertising process to every property owner in the City of Miami Beach. The City's proposed millage rates, as well as those of other taxing authorities, will be included in the Truth-in-Millage (TRIM) statements sent to each property owner in the City of Miami Beach by the Miami Dade County Property Appraiser by August 24, 2023. MAXIMUM MILLAGE DETERMINATION For FY 2024, the Total General Operating millage rate is proposed at 5.8155 mills. Based on the 2023 Certification of Taxable Value received from the Miami-Dade County Property Appraiser. the levy of 5.8155 mills would generate approximately $252.9 million in General Fund property tax revenues, which is an increase of approximately $26.4 million over the budgeted FY 2023 General Fund property tax revenues of $226.5 million (this excludes the City Center RDA and North Beach CRA). Adoption of the proposed Total General Operating millaqe rate of 5.8155 mills for FY 2024 requires a two-thirds approval (5 of 7 votes) by the Mayor and City Commission per the State of Florida's Truth-in-Millaqe (TRIM) requirements. By August 4, 2023, I am required to certify the proposed millage rate to the Miami-Dade County Property Appraiser. The proposed millage rate will be included in the TRIM notices that will be mailed by the Property Appraiser by August 24, 2023. The purpose of the TRIM notice is to notify property owners of how much their property taxes could potentially increase or decrease, and which governmental entity is responsible for the taxes levied. The proposed millage rate effectively sets the "ceiling" for the millage rate during the budget process because it cannot be increased without sending out a new TRIM notice to all property owners in the City of Miami Beach. However, the millage rate can remain the same or be decreased throughout the remainder of the budget process until the final millage rates are adopted by the Mayor and City Commission at the second public hearing scheduled to be held on Wednesday. September 27. 2023, at 5:01 p.m. Page 1307 of 1588 FY 2024 Proposed Millage Rate July 26. 2023 Page 6 FIRST PUBLIC HEARING The first public hearing on the proposed operating millage rate and budget for FY 2024 must be held no later than 80 days, or earlier than 65 days, from the start of the TRIM calendar (July 1st) Other guidelines are: 1) The public hearing cannot be scheduled on a Sunday or on those days utilized by Miami-Dade County or the Miami-Dade County School Board for their public hearings; 2) If on a day other than Saturday, it must be held after 5:00 P.M.: and, 3) The principal taxing authority (City of Miami Beach) must adopt its millage rate prior to adopting its annual budget. Based on these guidelines, the first public hearing must be held between September 3. 2023 and September 18. 2023. The following dates are unavailable for the following reasons: September 3, 10, and 17 Sundays September 6 Miami-Dade County School Board 2 Public Hearing September 7 Miami-Dade County 1st Public Hearing Of the remaining days available, it is recommended that the first public hearing be held on Wednesday, September 13, 2023, at 5:01 P.M., in the City Commission Chambers at 1700 Convention Center Drive, 31' Floor, Miami Beach, Florida 33139. ATH/JG/TOS Page 1308 of 1588