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R7B-Accept Recomm Development Of Convention Headquarter Hotel Adjacent To MBCCCOMMISSION ITEM SUMMARY Condensed Title: A Resolution Of The Mayor And City Commission Of The City Of Miami Beach, Floridi, Accepting The Recommendation Of The City Manager, Pursuant To Request For Proposals (RFP) No. 2015-103-Me, For The Development Of A Convention Headquarter Hotel Adjacent To The Miami Beach Convention Center ("Project"); Authorizing The Administration To Negotiate A Development And Ground Lease Agreement With Portman Holdings, LLC, With Said Agreement Subject To Prior Approval By The Mayor And City Commission Before Final Execution Thereof. lntended Outcome Su lmprove alliance with key business sectors, namely hospitality, arts & internationat business with a focus on enhanced culture, entertainment & tourism. Supporting Data (Surveys, Environmental Scan, etc.): N/A Item Su mmary/Recommendation : On January 29,2015 the City issued Request for Proposals No. 2015-103-ME ltne nfeyorthe Development of a Convention Headquarter Hotel Adjacent to the Miami Beach Convention Center. A voluntary pre-proposal meeting was held on February 26,2015. On April 10,2015 the City received proposals from Portman Holdings, LLC ("Portman") and Oxford Capital Group/RLB Swerdling ("Oxford Capital"). On April 21,2015, the City Manager notified oxford capital that its proposal was not responsive to the RFp. On April 29, 2015, the City Manager via Letter to Commission (LTC) No. 176-2015, appointed an Evaluation Committee (the "Committee"), which convened on May 7, 2015 to consider the Portman proposal and interview the Portman team. The average score by the Committee members was 91 on a 10O-point scale. After reviewing the Proposer's qualifications and submission, the City Manager exercised his due diligence and is recommending that the Mayor and City Commission authorize the Administration to negotiate a development and ground lease Agreement with Portman Holdinqs. LLC. Financial lnformation: Source of Funds: Amount Account 1 2 3 OBPI Total Financial lmpact Summary: CIerk's Office Maria Hernandez, Extension 2584 Department Dirgctor Assistant City Manager City Ma ager MU4!:l JLM ,J Lr S\May\MBCC Headquarter Hotel Developer Summary AGENOA '"U R-I BMIAMIBEACHssp 5-2o-tf271 MIAMIBEACH City of Miomi Beoch, 1700 Convention Center Drive, Miomi Beoch, Florido 33,I39, www.miomibeochfl.gov COMMISSION MEMORANDUM TO: Mayor Philip Levine and Members FROM: Jimmy L. Morales, City Manager DATE: May 20,2015 SUBJECT:A RESOLUTION OF THE MAYdR AND CITY COMMTSSION OF THE CITY OF MIAM! BEACH, FLORIDA, ACCEPTTNG THE RECOMMENDATION OF THE CITY MANAGER, PURSUANT TO REQUEST FOR PROPOSALS (RFp) NO. 201s-l03-ME, FOR THE DEVELOPMENT OF A CONVENTION HEADQUARTER HOTEL ADJACENT TO THE MIAMI BEACH CONVENTION CENTER ("PROJEGT"); AUTHORIZING THE ADMINISTRAT|ON TO NEGOTIATE A DEVELOPMENT AND GROUND LEASE AGREEMENT WITH PORTMAN HOLDINGS, LLC, THE SOLE RESPONSIVE PROPOSER TO THE RFP, WITH SAID AGREEMENT SUBJECT TO PRIOR APPROVAL BY THE MAYOR AND CITY COMMISSION BEFORE FINAL EXECUTION THEREOF. ADM!NISTRATION RECOMMEN DATION Adopt the Resolution. KEY INTENDED OUTCOME lmprove alliance with key business sectors, namely hospitality, arts & international business with a focus on enhanced culture, entertainment & tourism. BACKGROUND On January 29,2015 the City issued Request for Proposals No. 2015-103-ME (the RFP) for the Development of a Convention Headquarter Hotel Adjacent to the Miami Beach Convention Center. A voluntary pre-proposal meeting was held on February 26,2015. On April 10, 2015 the City received proposals from Portman Holdings, LLC ("Portman") and Oxford Capital Group/RLB Swerdling ("Oxford Capital"). On April 21, 2015, the City Manager notified Oxford Capital that its proposal was not responsive to the RFp. On April 29, 2015, the City Manager via Letter to Commission (LTC) No. 176-2015, appointed an Evaluation Committee (the "Committee"), which convened on May 7, 2015 to interview the Portman team and score the proposal consistent with the evaluation criteria outlined in the RFP. 272 Requesf for Proposals (RFP) No. 2015-103-ME for the Development of a Convention Headquarter Hotel May 20, 2015 Page 2 of B ANALYSIS Firm Experience The Portman proposal meets the experience requirements of the RFP. The Portman team has extensive convention hotel development and architectural experience that includes the projects shown below. Portman reports to have raised and developed over $6 billion and developed over 55 million square feet of real estate. Project Name/Com pletion Date Rooms Meeting/Ballroom SF Hilton San Diego Bayfront Hotel (2008) Westin Charlotte (2003) Lane Field San Diego (Phase I under construction; Phase ll in design) Ritz-Carlton at Shanghai Centre (1990) Marriott Marquis Times Square (1985) Atlanta Marriott Marquis (1985) Westin Peachtree Plaza Atlanta (1976) Hyatt Regency Atlanta (1967) Developer/Architect Owner/Developer/ Architect Developer/Architect Owner/Developer/ Architect Developer/Architect Developer/Architect Developer/Architect Developer/Architect 1,190 700 800 (Phase I & ll) 700 1,892 1,663 1 ,100 1,260 165,000 44,000 31,200 (Phase I & ll) 20,300 101 ,500 160,000 29,000 180,000 Design Team Experience John Portman & Associates ("JPA") is the lead designer for the Project. JPA was founded in 1953 and is an internationally recognized architectural and engineering firm with 75 employees. ln addition to designing the above referenced hotel projects, JPA has also been the design architect for the 500-room Renaissance Schaumburg Hotel and Convention Center; in 2006 and the 690- room Shandong China Hotel & Conference Center in 2003. ln addition to JPA, the design team is to include the local architectural firm of Revuelta Architecture lnternational. Some of Revuelta's recent local projects include the 204-room Saxony Hotel in Miami Beach and the 104-room/350-residential unit Epic Residences and Hotel in Miami. JPA has also teamed with West 8, an international landscape architectural firm. Examples of West 8's landscape design projects include Miami Beach Soundscape; Madrid Rio in Madrid, Spain; and Toronto Central Waterfront. Finally, Portman has teamed with HDC lnternational who will assist in preliminary cost estimating, scheduling and scope description and review. HDC has advised on multiple convention hotels, including the Gaylord Palms Resort & Convention Center. 273 Requesf for Proposals (RFP) No. 201 5-103-ME for the Development of a Convention Headquarter Hotet May 20, 2015 Page 3 of 8 Key Terms The Portman proposal accepts of the City's key terms, including: . No Public Participation: No public subsidies or public financing Use of MBCC facilities at prevailing/market rates . No Gambling: Use restriction to prohibit gambling on Hotel Site Developer/owners for term of lease may not own, operate or manage any establishment offering gambling or wagering in Miami-Dade Countv . Developer Funds: All costs to develop, design, construction, equip and operate hotel Referendum (general elections) cost . Room Block Agreement: Portman has agreed to the City's terms outlined in the draft Room Block Agreement. The proposal also recognized the requirement for a voter referendum whereby 60% of voters must approve the lease. The referendum is contemplated to occur in November 2015. Aspirationa! City and County Employment Goals Portman has stated their commitment to the City and County employment goals. The following include excerpts from their response: o "The Portman team is unequivocally capable and committed to meet or exceed the Miami Beach and Miami-Dade County employment goals..." o "The Portman team believes in maximizing opportunities for local, minority, women, veteran and small business enterprises." . "We reach out to include local businesses to supplement the knowledge brought by the international experts on our team." . "The Portman team will contact local and certified diversity businesses.....We pledge to keep the City Commission informed of our efforts through the issuance of monthly reports throughout the project schedule." . "lt is the Portman team's desire to see hotel operations provide opportunities for employment to City of Miami Beach and Miami-Dade County residents. We will do our part to ensure the hotel operator selected has equal opportunity and that local outreach programs are in place." Proposed Hotel Program Portman proposes to develop an 800-room convention headquarter hotel to include the following program elements: 274 Requesf for Proposals (RFP) No. 2015-103-ME for the Development of a Convention Headquarter Hotel May 20, 2015 Page 4 of I Ballroom/Meetinq Space Sq. Feet Grand Ballroom 26,500 Junior Ballroom (2) 21,000 Breakout Meeting 47,700Total 95.200 Parking Spaces 320 Food & Beveraoe Seats 3-meal Lobby Lounge Pool Grille Rooftop Club Lounge Cafe 300 180 130 120 92 40 The 320 parking spaces proposed adheres to the requirement in the RFP of 0.4 parking spaces per room. Hotel Brand Portman has indicated they intend to consider national hotel brand/operators with an established and consistently maintained reputation for quality operations. Brands to be considered include Marriott, Marriott Marquis, JW Marriott, Westin, Omni, Hyatt Regency and Hilton. During negotiations, Portman will work with the City to determine the best brand/operator for the hotel. Development Budget and Finance Plan Portman has estimated the preliminary development budget to be $405.5 million and intends to finance the hotel with an estimated 60% in debt and 40o/o in equity. Portman Holdings has indicated they plan to provide $17 million in equity, with the remaining equity to be funded by Portman institutional relationships. The Portman proposal included construction debt financing support letters from Regions Bank and PNC Bank and an equity support letter from China Orient Summit Capital. Development Schedule Portman is estimating the hotel design to be complete in late 2016 and construction to be complete in late 2018 with the hotel opening targeted to occur prior to Art Basel 2018. Lease Proposal Portman has proposed to lease the Hotel Site for a period of 99 years. Lease payments are proposed to be the greater of a fixed schedule or 4% of gross hotel operating revenues. A schedule of the proposed lease payments is in attached Exhibit 1. Below is a table of the total and net present value ("NPV") of the lease payments: Minimum Fixed Rent Variable Rent Percentage Rent Over 30 Years NPV Total @SYo$91m $36m89m 35m $180m $71m Over 99 Years NPVTotal @5%$708m $60m705m 59m $1.48 $119m The lease stream NPV of $1 19 million over the term of the lease equates to $149,000 per room. This is higher than the City 2013 independent appraisal indicating a range of value from $103,500 to $129,900 per room. Priorto executing the lease, the CityAdministration plans to update the 2013 appraisal. Transaction Rent Portman has proposed the City will receive additional rent in connection with the first three sales of the hotel to a third party if the sales price exceeds $580 million. ln those events, the City is to receive the lesser of $2 million or 0.25o/o of the gross sales price. 275 Requesf for Proposals (RFP) No. 2015-103-ME for the Development of a Convention Headquarter Hotel May 20, 2015 Page 5 of B Public Revenue lmpact The Hotel Site is currently a parking lot that generates $263,700 annually in revenues for the City. lf the site is developed with a hotel annual (year 4) lease and tax revenue generated is estimated to be $22.2 million. Over time the hotel is estimated to generate: o City: $438 million ($1Ze million NPV) over 30 years and $3 billion ($2Ze million NPV) over 99 years in lease payments, resort taxes, CRA revenues, property taxes and County CDT allocations to the City. . County: $1 10 million ($42 million NPV) over 30 years and $1 .25 billion ($87 million NPV) over 99 years in convention development taxes, local option sales taxes and property taxes. . Schools: $60 million ($24 million NPV) over 30 years and $453 million ($40 million NPV) over 99 years in property taxes. o State: $264 million ($tOZ million NPV) over 30 years and $2 billion ($1ZO million NPV) over 99 years in sales taxes. o Total: $878 million ($3S+ million NPV) over 30 years and $6.7 billion ($586 million NPV) over 99 years in lease payments and taxes. Refer to attached Exhibit 2. RFP Evaluation Committee The Evaluation Committee (the "Committee") consisted of the following individuals: . Randy Weisburd, Chief Operating Officer, Atlantic & Pacific Companies and Residento Larry Gragg, President and Chief Operating Officer, Codina Partnerso Tom Mooney, Planning Directoro James Goldsmith, President and CEO, Gator lnvestments and Resident*. Max Sklar, Tourism, Culture and Economic Development Director" *James Goldsmith and Max Sklar were not able to attend the Evaluation Committee meeting. The Committee reviewed and scored Portman's submittal based upon the criteria outlined in the RFP. The table below represents the scores by the committee members. Committee Member Scoring CRITERIA Potential Score #1 #2 #3 Average Score Hotel finance plan and Proposer financial capabilities 30 28 25 25 26.O Proposed financial and other terms of the Development and Ground Lease Aoreement 25 22 25 23 23.3 Hotel program, conceptual design and orelim inarv develooment budoet 20 18 15 18 17.0 Proposer experience and qualifications 10 10 10 10 10.0 Design team experience and qualifications 10 9 10 10 9.7 Organization plan 5 5 5 5 5.0 TOTAL 100 92 90 91 91 276 Requesf for Proposals (RFP) No. 2015-103-ME for the Development of a Convention Headquarter Hotel May 20,2015 Page 6 of 8 CONCLUSION / RECOMMENDATION The Administration recommends that the Mayor and City Commission authorize the Administration to negotiate a development and ground lease Agreement with Portman Holdings, LLC, pursuant to Request for Proposals (RFP) No. 2015-103-ME for the Development of a Convention Headquarter Hotel Adjacent to the Miami Beach Convention Center, with said Agreement subject to prior approval by the Mayor and City Commission before the final execution thereof. JLM/MTiAD/MH T:\AGENDA\201S\May\MBCC Headquarter Hotel\MBCC Hotel Developer Memo 2015 05 20.docx 277 Requesf for Proposals (RFP) No. 2015-103-ME for the Development of a Convention Headquarter Hotel May 20, 2015 Page 7 of B Exhibit 1 Summary of Lease proposal Minimum Fixed Rent Growth 2076 2017 2018 I 2079 s583,365 2 2O2O 1,071,059 83.6% 3 2027 1,820,800 7o.o% 4 2022 2,476,287 36.0% 5 2023 2,525,813 2.0% 6 2024 2,576,329 2.0% 7 2025 2,627,956 2.0% 8 2026 2,680,4L3 2.0% 9 2027 2,734,02L 2.0% 10 2028 2,788,702 2.0% 1,7 2029 2,844,476 2.0% t2 2030 2,907,365 2.O% 13 2031 2,959,392 2.0% t4 2032 3,018,580 2.0% 15 2033 3,078,952 2.0% 16 2034 3,140,531 2.0% L7 2035 3,203,341 2.Oo/o 18 2036 3,267,408 2.0% 19 2037 3,332,756 2.0% 20 2038 3,399,412 2.0% 2t-99 655,3il.,235 Total _1208,34r,091_ NPV @s% s50,462,084 Variable Rent Growth 52s3,749 7O2,LO3 176.7% 7,498,025 L13.4% 2,790,634 46.2% 2,282,t61 4.2% 2,375,884 4.t% 2,472,923 4.1% 2,573,390 4.t% 2,677,396 4.0% 2,785,057 4.0% 2,840,758 2.0% 2,897,574 2.0% 2,955,526 2.0% 3,074,636 2.o% 3,074,928 2.0% 3,L36,427 2.0% 3,199,156 2.0% 3,263,L39 2.0% 3,328,402 2.0% 3,394,969 2.0% 654,454,9L5 Percentage Rent Growth 5837,Lt4 7,773,L67 ttt.8% 3,318,825 8i.2% 4,666,92L 40.60/o 4,807,974 3.oo/o 4,952,2t3 3.0% 5,L0O,779 3.0% 5,253,803 3.0% 5,4LL,477 3.0% 5,573,759 3.0% 5,685,234 2.0% 5,798,939 z.o% 5,9!4,918 2.0% 6,033,276 2.0% 6,153,880 2.0% 6,276,958 2.0% 6,402,497 z.o% 6,530,547 2.0% 6,661,1_58 2.0% 6,794,387 2.0% 1,309,766,150 57,4L3,713,84s s119,374,035 -S?os,3?L?n_ S58,911,951 Note: The minimum fixed rent adjusts up or down every 1-0 years to 55% of the prior five year's average total rent paid. 278 Request for Proposals (RFP) No. 2015-103-ME for the Development of a Convention Headquarter Hotel May 20, 2015 Page B of 8 Exhibit 2 Summary of Public Revenue lmpact Over 30 yeors Over 99 years 2022 (Yr 4)Totol NPV @ 5%Total NPV @ 5% CITY Hotel Lease Minimum Fixed Rent Variable Rent Percentage Rent (470 Gross) Taxes cRA City (thru 3/2044) CRA County (thtu 3/2044) New Resort Tax (Hotel 1%) Resort Tax (Hotel 3o/0, F&B 2o/o) CDT Allocation (thru 2044) Property Taxes* Subtotal TY TOTAL S11.9m S438m S178m 52,967m COUNTY Convention Devl. Tax (370) Local Option Sales Tax (1%) Property Taxes* Subtotal County SCHOOLS (Property Tax) OTHER PROPERTY** STATE SALES TAX (6%) TOTAL s22.2m 5878m Sgsqm S6,745m S586m * 95% of general property taxes allocated to CRA through 3/2044 ** Regional property tax and Children's Trust property tax Key Assumptions: All analysis completed on a calendar year basis Year 1 through 10 based on developer proforma Assumed 2%growth rate beginning in year 11 and beyond NPV to 2016 $1.5m of County CDT allocated to City beginning in third year of hotel opening through 2044 Sources: Portman, City of Miami Beach, SAG. 52.5m 2.2m Sgrm S30m 89m 35m S708m 705m S60m 59m 54.7m 1.1m 0.8m 0.8m 3.0m 1.5m 0.1m 34m 26m 30m 118m 36m 13m 16m L2m 12m 48m 15m 4m L,4t4m 34m 26m 229m 902m 36m 326m 119m 16m t2m 20m 79m 16m 16m 180m 71-m 7.2m 0.8m 1.1m 0.1m 258m 54m 44m L2m 20m 18m 4m 650m 336m 266m 44m 29m 14m 108m 1,553m 159m 2.0m 110m 42m t,252m 87m 1.5m 0.2m 5.5m 60m 7m 264m 24m 3m 107m 453m 40m 55m 5m 2,019m t76m 279 RESOLUTION NO. A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, ACCEPTING THE RECOMMENDATION OF THE CITY MANAGER, PURSUANT TO REQUEST FOR PROPOSALS (RFP) NO. 2015-103-ME, FOR THE DEVELOPMENT OF A CONVENTION HEADQUARTER HOTEL ADJACENT TO THE MIAMI BEACH CONVENTION CENTER ("PROJECT"); AUTHORIZING THE ADMINISTRATION TO NEGOTIATE A DEVELOPMENT AND GROUND LEASE AGREEMENT WITH PORTMAN HOLDINGS, LLC, WITH SAID AGREEMENT SUBJECT TO PRIOR APPROVAL BY THE MAYOR AND CITY COMMISSION BEFORE FINAL EXECUTION THEREOF. WHEREAS, Request for Proposals No. 2015-103-ME (the RFP) was issued on January 29,2015, with an opening date of April 10,2015; and WHEREAS, a voluntary pre-proposal meeting was held on February 26,2015; and WHEREAS, the City received proposals from the following firms: (1) Portman Holdings, LLC ("Portman"); and (2) Oxford Capital Group/RLB Swerdling ("Oxford Capital"); and WHEREAS, on April 21, 2015, the City Manager notified Oxford Capital that its proposal was not responsive to the RFP; and WHEREAS, on April 29,2015, the City Manager via Letter to Commission (LTC) No. 176-2015, appointed an Evaluation Committee (the "Committee"), which convened on May 7, 2015 to consider the Portman proposal and interview the Portman team; and WHEREAS, after reviewing the Proposer's qualifications and submission, the City Manager exercised his due diligence and is recommending that the Mayor and City Commission authorize the Administration to enter into negotiations with Portman. NOW, THEREFORE, BE IT DULY RESOLVED BY THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAM! BEACH, FLORIDA, that the Mayor and City Commission hereby accept the recommendation of the City Manager pertaining to Request for Proposals (RFP) No. 2015-103-ME, for the Development of a Convention Headquarter Hotel Adjacent to the Miami Beach Convention Center; and authorizes the Administration to negotiatea Development and Ground Lease Agreement with Portman Holdings, LLC, with said agreement subject to prior approval by the Mayor and City Commission before final execution thereof. PASSED AND ADOPTED this ATTEST: day of 2015. APPROVED AS TO FORM & I.ANGUAGE & FOR EXECUTION o 0*.[- 5 (e zl5&,0"'(- Rafael E. Granado, City Clerk Philip Levine, Mayor 280