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1A-Adopt Operating Budgets City Center Anchor Shops And Parking GarageMIAMI BEACH REDEVELOPMENT AGENCY ITEM SUMMARY Condensed Title: A Resolution of the Chairperson and Members of the Miami Beach Redevelopment Agency adopting and appropriating the operating budgets for the City Center Redevelopment Area, the Anchor Shops and Parking Garage and the Avenue Shops and for Fiscal Year 2014115. Item Summary/Recommendation : The proposed budget for the City Center Redevelopment Area for Fiscal Year2014l15 has been prepared to coincide with the overall City budget process, and is being presented to assist in providing a comprehensive overview of the district. Additionally, the revenues and expenses associated with the operations of the Anchor Shops and Parking Garage as well as the Pennsylvania Avenue Shops and Garage are presented as separate schedules so as to eliminate any perception that proceeds from the Facility's operations are pooled with TIF and other Trust Fund revenues. Based on the 2014 Certification of Taxable Value from the Property Appraiser's Office, the preliminary value of property in City Center is $4,186,683,074, an increase of 8.1o/o over20'13. However, as in previous years, the City has received correspondence from the County, advising of the finalization of the tax roll for the prior year, which in the case of FY 2012113, reflects a decrease from the preliminary valuation for the same year and will result in a corresponding adjustmenUreduction in TIF revenues totaling $2,447,O0Ofor2O14l15,versus $168,000 for2013/14and $3.5 million for 2012113. Additional sources of revenue include alz mill levy in the amount of $1.8 million, to be set aside for the Children's Trust pursuant to an lnterlocal Agreement, dated August 16, 2004 between the RDA, the City of Miami Beach and Miami-Dade County; and an estimated $25,000 in interest income. The total proposed FY 2014115 City Center Redevelopment Area Budget is $38,519,000. ln order to address the existing and future obligations of the Redevelopment Area, it is recommended that the Redevelopment Agency adopt the attached Resolution which establishes the operating budgets for the City Center Redevelopment Area, the Anchor Shops and Parking Garage and the Pennsylvania Avenue Shops and Garage for FY 2014t15. Enhance Beauty and Vibrancy of Urban And Residential Neighborhoods; Focusing on Cleanliness, Historic Assets, ln Select Neighborhoods And Redevelopment Areas. Data (Surveys, Environmental Scan, etc.): One out of ten residents (10%) feels the best way to improve the overall quality of life in Miami Beach is to increase CiW beautification and cleanliness. Financial lnformation: Source of Funds: Amount Account 1 $38,519,000 City Center Redevelopment Area Fund 2 $ 6,395,000 Anchor Shops and Parking Garage Operations 3 $ 1,681,000 Pennsylvania Avenue Shops and Garage Operations OBPI Total $46,595,000 Financial lmpact Summary: Max Sklar, Georgette Daniels and John Woodruff 30\RDA Budget 2014_15 SUM AGEilBA ITEIII t4 ?801q# MIAMIBHACH Bf,TE 289 g MIAMIBEACH City of Miqmi Beoch, 1700 Convention Cenler Drive, Miomi Beoch, Florido 33139. www.miomibeochfl.gov REDEVELOPMENT AGENCY MEMORANDUM TO: Chairperson and Members of the Miami Agency FROM: Jimmy L. Morales, Executive Director DATE: September30,2014 SUBJECT: A RESOLUTION OF THE CHAIR AND MEMBERS OF THE MIAMI BEACH AND APPROPRIATING THE OPERATINGREDEVELOPMENT AGENCY, BUDGETS FOR THE CITY CENTER REDEVELOPMENTAREATHE ANCHOR SHOPS AND PARKING GARAGE AND THE PENNSYLVANIAAVENUE SHOPS AND GARAGE FOR FISCAL YEAR 2014115. ADMINISTRATION RECOMMENDATION Adopt the Resolution. ANALYSIS The proposed budget for the City Center Redevelopment Area (RDA) for Fiscal Year 2014115 has been prepared to coincide with the overall City budget process, and is being presented today to assist in providing a comprehensive overview of the district. Please refer to Attachment A for the proposed budget details. Revenues Based on the 2014 Certification of Taxable Value from the Property Appraiser's Office, the preliminary value of propefi in City Center is $4,186,683,074 an increase of 8.1o/o oyer 2013, marking the fourth year in a row values have increased; values seem to be back on the rise, following two years of decline. However, as in previous years, the City has received correspondence from the County, advising of the finalization of the tax roll for the prior year, which in the case of FY 2012113, reflects a decrease from the preliminary valuation for the same year and will result in a corresponding adjustmenUreduction in TIF revenues totaling $2,447,000 for 2014115, versus $168,000 for 2013114 and $3.5 million for 2012113. Additional sources of revenue include aYz mill levy in the amount of $1.8 million, to be set aside for the Children's Trust pursuant to an lnterlocal Agreement, dated August 16,2004 between the RDA, the City of Miami Beach and Miami-Dade County; and an estimated $25,000 in interest income. Expenditures Project-related expenses account for approximately $10.3 million, which includes $4.5 million to be allocated for community policing initiatives in the City Center to continue providing enhanced levels of staffing and services throughout the area, and $5.7 million for maintenance of RDA capital 290 September 30, 2014 Red eve I op me nt Age ncy Me morand u m Operating Budget for City Center for FY 2014/15 Page 2 of 2 projects. Administrative Expenses total $1,403,000 comprising a management fee of $972,000 which is allocated to the General Fund to pay for direct and indirect staff support for the RDA; $406,000 for actual operating expenses; and $25,000 for capital renewal and replacement projects under $25,000. lt should be noted that the Management Fee allocation is reflective of actual city resources applied to the operation of the RDA, as supported by the RSM McGladrey Cost Allocation Study, dated July 20, 2009. !t should further be noted that Administrative and Operating expenses account for less than four percent (3.7o/o) of the total budget, which is well below the 20% threshold level established (and permitted) in the lnterlocal Agreement between the City and the County. The current combined debt service on the 2005 Series Bonds and the Parity Bonds accounts for approximately $8.5 million annually. City Centeralso continues assuming debtservice payments on the portion of the Gulf Breeze Loan used to pay for the Bass Museum expansion and renovation, and the portion of the Sunshine State Loan Program used for Lincoln Road improvements, which collectively account for approximately $1.3 million. Reserve line item expenditures include those items that, pursuant to the existing Bond Covenants, may only be expended once the annual debt service obligations have been met. These include the County's administrative fees, equivalent to 1.5o/o of its respective TIF payment; and the corresponding contribution to the City's General Fund, equivalent to 1 .5o/o of the City's share of its TIF payment; and the remittance of theYz milltax levy back to the Children's Trust. ln addition, the proposed budget includes $14,585,000 in funding towards the new debt service anticipated for the remaining projects in the City Center Capital Plan, as well as for $274.3 million in debt for the Convention Center Expansion and Renovation Project, consistent with the terms being negotiated with Miami-Dade County. The remaining Capital Projects includes: Bass Museum lnterior Space Expansion Convention Center Lincoln Rd Connectors & 17th St N. lmprovement Penn Ave to Wash Lincotn Rd / Washington Ave to Lenox Ave S3,7so,ooo S12,ooo,ooo S2o,ooo,ooo The authorizing documents for the additional debt will be presented at a later date once the debt structure has been finalized and negotiations with Miami-Dade County concluded. The revenues and expenses associated with operations of the City Center area Shops and Garages are presented as separate schedules in order to eliminate any perception that proceeds from the facilities'operations are pooled with TIF and other Trust Fund revenues: Anchor Shops and Parking Garage Garage revenues at the Anchor Garage are projected at approximately $5.4 million, with operating expenses, (including depreciation, contractual revenue-sharing obligations with Loews and general fund administrative fees) of approximately $3 million, and an allocation of $2,069,000 for construction on the Collins Park Garage. The Anchor retail operations is expected to generate $886,000 in revenues, including interest, with operating expenses and depreciation totaling $141,000, renewal & replacement projects totaling $650,000, as well as projected reserves of $95,000. Additionally, $338,000 in transfers to the Pennsylvania Avenue Garage/Retail is budgeted to offset the RDA's estimated costs associated with the retail and parking operations. 291 September 30, 2014 Red evel op me nt Age ncy Me morand u m Operating Budget for City Center for FY 2014/15 Page 3 of 3 Pennsylvania Avenue Shops and Garage ln consideration of the fact that the Pennsylvania Avenue Shops and Garage was built by the RDA on City-owned property, the operation of the facility has been structured in the form of a ground lease between the City and the RDA, providing terms for both the Garage and Retail operations. The garage operations include base rent and an administrative fee, consistent with that of the Anchor Garage, Parking's operational fee, and revenue sharing between the City and the RDA. The Retail operations also include base rent and an administrative fee, as well as a retail lease rate based on 2010 retail market cap rates. The retail operations also include revenue sharing between the City and the RDA. Based on estimates of the garage's current-yearoperating results, and taking into consideration the successful execution of a lease agreement with Penn 17, LLC., for the entire retail space, the facility is anticipated to generate $1,343,000 in revenues inFY 2014/15, comprising $703,000 in parking revenues and $640,000 in retail income. However, since the facility is still anticipated to operate at a loss during FY 2014115, the Anchor Garage/Retail plans to subsidize its operations through a transfer of $338,000 to the parking operations. Expenses for the facility are budgeted at $1.6 Million, comprising $1,041,000 in direct operating costs for the garage and $640,000 in lease term-related obligations. CONCLUSION The proposed FY 2014115 City Center Redevelopment Area Budget is $38,519,000. The Anchor Garage & Shops is $6,395,000 and the Pennsylvania Avenue Garage & Shops is $1,681,000. ln order to address the existing and future obligations in the Redevelopment Area, it is recommended that the Redevelopment Agency adopt the attached Resolution, which establishes the operating budgets for the City Center Redevelopment Area, the Anchor Shops and Parking Garagel{nd the Pennsylvania Avenue Shops and Garage for FY 2014115. ttr,tv@tts Attachment T:\AGENDA\201 4\September\September 30\RDA Budget memo 201 4_15.doc 292 RESOLUTION NO. A RESOLUTION OF THE CHAIRPERSON AND MEMBERS OF TH E M!AM! BEACH REDEVELOPM ENT AG ENCY ADOPTING AN D APPROPRIATING THE OPERATING BUDGET FOR THE CITY CENTER REDEVELOPMENT AREA , THE ANCHOR SHOPS AND PARKING GARAGE, AND THE PENNSYLVANIA AVENUE SHOPS AND PARKING GARAGE FOR FISCAL YEAR 2014115. WHEREAS, the proposed City Center Redevelopment Area Budget has been prepared to coincide with the overall City budget process; and WHEREAS, the proposed City Center Redevelopment Area Budget reflects anticipated construction project costs in addition to operating and debt service costs for Fiscal Year 201412015; and WHEREAS, the proposed budgets for the Anchor Shops and Parking Garage and the Pennsylvania Avenue Shops and Garage have been included as separate schedules to the City Center Redevelopment Area Budget, reflecting projected revenues and operating expenses forthe fiscalyear; and WHEREAS, the Executive Director of the Miami Beach Redevelopment Agency recommends approval of the proposed Fiscal Year 2014/15 budgets for the City Center Redevelopment Area, as well as for the Anchor Shops and Parking Garage and the Pennsylvania Avenue Shops and Garage; and NOW, THEREFORE, BE IT DULY RESOLVED BY THE GHAIRPERSON AND MEMBERS OF THE MIAMI BEACH REDEVELOPMENTAGENCY, thatthe Chairperson and Members hereby adopt and appropriate the operating budget for the City Center Redevelopment Area, the Anchor Shops and Parking Garage, and the Pennsylvania Avenue Shops and Garage for Fiscal Year 2014115, as follows: City Center Redevelopment Area Anchor Garage Parking Operations Anchor Garage Retail Operations Pennsylvania Avenue Garage Parking Operations Pennsylvania Avenue Garage Retail Operations $38,519,000 $5,491,000 $904,000 $1,041,000 $640,000 PASSED AND ADOPTED this _ day of September,2014. Philip Levine, Chairperson ATTEST: Rafael E. Granado, Secretary KB:MAS T:\AGENDA\201 4\Septembe^September 30\RDA BUDGET RESO 201 4 1 5.doc APPROVED AS TO FORM & LANGUAGE & FOR EXECUTION 293 Miami Beach Redevelopment Agency City Center Redevetopment Area Proposed FY 2014115 Operating Budget Revenues and Other Sources of lncome Tax lncrement - City Proj Adjustment to City lncrement Tax lncrement - County Proj Adjustment to County lncrement 50% Contribution from Resort Tax '112 Mill Children's Trust Contribution lnterest lncome Fund Balance Reallocation: (Non-TlF) Fund Balance Renewal and Replacement Other lncome/Adjustments: TOTAL REVENUES Admin/Operating Expenses Management fee (salaries & benefits) Salaries and Benefits Advertising & promotion Postage & mailing Office supplies & equipment Other Operating Meetings & conferences Dues & subscriptions Licences & Taxes Audit fees Professional & related fees Repairs and Maintenance lntemal Services Total Admin/Operating Expenses Project Expenses Community Policing 168-1 124 Capital Projects Maintenance: Code:168-9963 Property Mgmt 168-9964 Sanitation: 168-9965 Greenspace/Parks Maintenance: 168-996X NWS ProjecUlincoln Park Complex Contingency NWS Project - Grant-in-Aid Transfer to Penn Garage Parking Transfer to Penn Garage Retail Transfer to Renewal and Replacement Transfer to Capital Projects Total Project Expenses Reserves, Debt Service and Other Obligations Debt Service Cost - 2005 + Parity Bonds City Debt Service - Lincoln Rd Project City Debt Service - Bass Museum Reserve for County Admin Fee Reserve for CMB Contribution Reserve for Children's Trust Contribution Reserve -Prior Year Fund Balance/Future Capital Projects Repayment-Prior Yr Fund Balance Reserve Capital Projects /Debt Service/ Contingenry Total Reserves, Debt Service and Other Obligations TOTAL EXPENSES AND OBLIGATIONS REVENUES - EXPENSES FY11t12 Actual FY 2012113 Actual FY 2013111 FY 20',14t15 Budgeted Variance Adopted Proposed From FY 13114 $ 18,337,693 $ (1,756,457) 14,291,236 (1,367,157) 4,925,168 1,481,O04 8,278 19,188,399 $ (1,870,542) 14,817,619 (1,633,395) 5,546,756 1,570,405 27,925 19,934,000 $ (94,000) 15,992,000 (74,000) 5,386,000 1,831 ,000 25,000 21,691 ,000 (1,381 ,000) 17,400,000 (1,066,000) 1,850,000 25,000 $ 1,757,000 (1,287,000) 1,408,000 (992,000) (5,386,000) 19,000 5,19;999,79'l $ 35,924,961 $ 38,646,958 $ 43,000,000 $ 38,s19,000 $ 952,889 $ $59,601 2,269 79; 20,260 175,373 31,489 33.938 976,000 $ 46,614 1,563 753 200 128,729 20,500 529,447 32,487 1 08.143 1,043,000 $ 155,000 50,000 3,000 4,000 1,000 1,000 2,O00 21,000 629,000 25,000 27.OOO 972,000 $ 50,000 1,000 2,000 1,000 1,000 2,000 60,000 23,000 213,000 2s,000 53.000 (4,481,000) (71,000) (1s5,000) (2,000) (2,000) 60,000 2,000 (416,000) 26.000 13,541,301 14,238,000 18,443,000 - (18,443,000) $ 21,429,123 $ 23,024,087 $ 28,038,000 $ 10,319,000 $ (17,719,000) 1,276,614 $ 3,411,726 $ 1,013,473 2,560,468 506,242_ 48,801 347,',t',t2_ 8,548,105 $ I ,1 03,366 502,746 193,861 248,719 1 ,481,004 1.451.823 1,844,435 $ 3,702,342 $ 1,061,027 2,536,108 556,555 225,O55 705,OO; 8,524,081 $ 785,000 503,000 197,718 260,774 1,570,405 1,961,000 $ 4,19s,000 $ 1 ,'t 76,000 3,020,000 832,000 305,000 67,00; r,403,000 $ 4,522,000 $ 174,000 1,392,000 3,061,000 1,170,000 8,432,000 $ 832,000 s48,000 245,000 305,000 1,850,000 14,585.000 (558,000) 327,000 174,000 216,000 41,000 338,000 (30s,000) (67,00;) (118,000) 7,000 1,000 6,000 22,000 19,000 (342,000) 14,201,000 8,550,000 $ 825,000 547,000 239,000 283,000 1,831,000 342,000 384,000 $ 13,s29,624 $ 11,840,978 $ 13,001,000 $ 26,797,000 $ 13,796,000 $ $ $ $ 36,235,361 $ (310,400) $ 36,709,500 1,937,458 43,000,000 $-$38,519,000 $-$ 1$ City Center ROAgl24l2014 (4,481,000) 294 Proposed FY 201{15 Anchor Shops and Parking Garage Operating Budget FY11t12 FY 2012t13 FY 2013114 FY 2014115 Variance Actual Actual Adopted Proposed From FY 13/14Revenues: Parking Operations Parking Fund Balance Retail Leasing lnterest Pooled Cash TOTAL REVENUES Operating Expenses: Parking Operations Garage Use Fee (To Loews) Garage Repairs and Maintenance Garage Depreciation Retail Leasing Property Management Fee & Operating Retail Leasing Repair & Maintenance Retail lntemal Service Charges Retail Operations Depreciation Parking Operations Admin Fee to GF Retail Leasing Admin Fee to GF Transfer to Renewal and Replacement Transfer to Capital Projects/RDA Garages Reserve for Future Capital - Parking Operations Reserve for Future Capital - Retail Operations TOTAL EXPENSES REVENUES. EXPENSES Revenues: Parking Operations Retail Leasing Retail Transfer from RDA Operations Parking Transfer from RDA Operations lnterest Pooled Cash TOTAL REVENUES Operating Expenses: Parking Operations Expenditures Parking Admin/Base Fee Garage Ground Lease Parking Base Rent Addfl/Percentage Rent Garage Management Fee Retail Additional Base Rent Retail base Rent Retail Admin Fee Depreciation L6asing Commissions & Operating Admin Fee (GF) Retail Contingency TOTAL EXPENSES REVENUES.E)(PE'VSES 3,079,821 $ 615,016 13,897 3,365,518 $ 766,105 33,480 3,130,000$ 3,518,000$ 388,000- 1,973,000 1,973,000847,000 876,000 29,000 18,000 28,000 10,000 223,962 Proposed FY 2014115 Pennsylvania Ave Shops and Garage Operating Budget FY1',U12 $ 3,708,734 $ $ 1,264,875 $ M0,241_ 62,619 66,109 55,396 196,740 147,123 347,112 346,000 492 4,165,103 $ 2,062,965 570,038 106,281 52,1 09 35,232 55,396 223,OO0 14,000 371,640 225,055 1,206 3,995,000 $ 1,627,000 $ 507,000 37,000 451,000 32,000 19,000 55,000 224,O00 10,000 220,OOO 72.000 656,000 550,000 305,000 6,395,000 $ 1,689,000 $ 591,000 128,000 470,000 32,000 25,000 19,000 55,000 224,000 10,000 650,000 2,407,000 2,400,000 62,000 84,000 91,000 19,000 32,000 (7,000) 430,000 2,407,000 (72,000) - - 741,000 95,000 (646,000) $ 2,309,942 $ 3,133,021 $ 3,995,000 $ 6,39s,000 $ 2,400,000 1,398,792 $1,032,082 $ Actual $ 618,961 $702,181 $ FY 2012t13 FY 2013t14 FY 2014115 Actual Variance From FY 13/14 703,000 640,000 338,000 $ 47,000 90,000 33,000 1.459,688 $ 723,O29 45,368 23,552 23,552 47,604 15,592 276,448 11,137 11,851 303,400 3,864 1,461,84s (2,157) 1,300,082 $ 729,260 $ 45,368 22,731 22,731 53,302 2,970 277,269 11,851 52,418 1,183,318 $ 116,76,4 I 822,000 56,000 23,000 23,000 60,000 't 36,000 229,OOO 896,000 57,000 23,000 23,000 65,000 229,000 205,000 170,000 74,000 5,000 93,000 (24,000) 8,000 170,000 1,511,000 $1,681,000 $ 51,000 59,000 134 147 1,511,000 1,681,000 1$ City Center RDAgl24l2O14 295 THIS PAGE INTENTIONALLY LEFT BLANK 296