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INTERLOCAL AGREEMENT
AMONG CITY OF MIAMI BEACH,
MIAMI BEACH REDEVELOPMENT AGENCY,
MIAMI-DADE COUNTY, FLORIDA
&
THE CHILDREN'S TRUST,
This Interlocal Agreement ("Agreement") is among the City of Miami Beach,
Florida, (the "City"), the Miami Beach Redevelopment Agency (the "CRA"), Miami-
Dade County, Florida (the "County") and The Children's Trust, Miami-Dade County ("
The Trust"), an independent special taxing district, for the purpose of establishing the use
of tax increment revenues to be derived from the imposition of a half mill tax levy by
The Trust against real property located within the jurisdictions of the CRA (the "Trust
Revenues"),
WHEREAS, The Trust was established as a result of a county-wide referendum in
which the electors of the County approved the creation of The Trust and its imposition of
a not to exceed half mill tax levy against all non-exempt real property in Miami-Dade
County for the purpose of funding improvements to children's health, development and
safety and promoting parental and community responsibility for children who reside in
Miami-Dade County; and
WHEREAS, Chapter 163, Part III, Florida Statutes, also known as the
Community Redevelopment Act of 1969 (the "Act"), provides for the creation of
community redevelopment agencies and governs the use of moneys in the redevelopment
trust funds created in accordance with the Act (each, a "Fund"); and
WHEREAS, the City Commission accepted a delegation of powers from the
Miami-Dade County Board of Commissioners (the "Board"), found a need for and
created the CRA to have jurisdiction over all of its community redevelopment districts,
declared members of the City Commission to be the members of the Agency, granted the
Agency the power to exercise certain powers permitted by the Act to the extent delegated
by the Board to the Agency and directed the initiation, preparation and adoption of
community redevelopment plans by the Agency for its two community redevelopment
districts known as City Center/Historic Convention Village and South Pointe ("CRA
Districts"); and
WHEREAS, the CRA has various series of community redev~opment reven~
bonds currently outstanding in the aggregate principal amount of $t.f'l.11tJl~. ,.
(the "Bonds") issued under certain bond resolutions (the "Bond Resolutfons") to which
_ the CRA has pledged all current and future tax increment revenues the CRA is entitled to
receive pursuant to the Act from all non-exempt taxing authorities including tax
increment revenues from any additional tax levies created subsequent to the issuance of
the Bonds such as The Trust Revenues; and
2
WHEREAS, the City has pledged certain City revenues to the holders of the
Bonds as a additional security for the Bonds; and
WHEREAS. as .an independent special taxing district. The Trust is eligible to
share in anv tax increment revenues not budgeted for a particular use and remaining at
the end of the CRA's fiscal vear in the Fund established for each CRA community
redevelopment district: and
WHEREAS, the Board enacted Ordinance No. 03-210 (the "Ordinance") with an
effective date of October 17, 2003 that established a policy that before the Board will
consider any matter concerning a community redevelopment agency, including the
approval of an annual CRA budget, a governing body such as the City shall first exempt
The Trust pursuant to the Act from having to deposit its Trust Revenues with the
community redevelopment agency; and
WHEREAS, the City is unable to obtain review of its matters, including the CRA
budget, by the Board because it cannot comply with the Ordinance without violating the
CRA's pledges to the holders of the Bonds that requires all present and future tax
increment revenues from each CRA District to be available for the repayment of debt
service on the Bonds relating to such CRA District; and
WHEREAS, the City, the CRA and the County wish to assist The Trust and to
effectuate the will of the electorate by agreeing to remit The Trust Revenues to The Trust
pursuant to the provisions of this Agreement; and
WHEREAS, approximately ten percent (10%) of the ad valorem tax revenue
collected in Miami-Dade County is from residents of the City and;
WHEREAS, The Trust collects approximately $6 million in ad valorem tax
revenues from the residents of the City which is ten percent (10%) of the ad valorem tax
revenue it collects and;
WHEREAS, there are children and families who reside in the City and are in need
of the services described in The Trust's Strategic Framework 2003-2007 and there are a
number of agencies which may provide quality services to these children and families if
provided financial assistance; and
WHEREAS, in exchange for the City's and the CRA's cooperation, The Trust
will make funds available for children's programs within the City in the amount of The
Trust Revenues annually upon the conditions set forth in this Agreement; and
WHEREAS, the City, the CRA, the County and The Trust desire to enter into this
Agreement in order to establish their cooperation and agreement with respect to the use
of The Trust Revenues,
3
NOW THEREFORE, the parties agree as follows:
Section 1. The recitals above are incorporated in Section I of this Agreement.
Section 2. The City, the CRA and the County agree that the CRA shall: (i)
use The Trust Revenues for debt service on, and other obligations relating to, the Bonds
under the applicable Bond Resolutions only after all other tax increment revenues under
the applicable Bond Resolutions have been exhausted for such purpose; and (ii) remit to
The Trust on the last day of the CRA's fiscal year, all of the Trust Revenues that are not
needed for debt service on, and other obligations relating to, the Bonds under the
applicable Bond Resolutions and are eligible to be refunded pursuant to the Act, and the
applicable Bond Resolutions.
Section 3. The Trust will make available funds in the amount of Trust
Revenues annually for programs and services to children and families within the City,
through a competitive process, to the City and/or agencies and organizations that provide
said.jJrograms and services within the City. However, in order to receive funding, the
City and/or agency or organization must provide a program or service that falls within
The Trust's funding priorities and quality standards. The City and/or agency or
organization is in no way restricted from participating in, and shall not be prejudiced by,
any and all other competitive funding opportunities offered by The Trust.
Section 4. This Agreement shall be effective upon execution by all parties
and shall continue for as long as The Trust is in existence and can levy ad valorem taxes.
Section 5. This Agreement is made in the State of Florida and shall be
governed according to the laws of the State of Florida. Proper venue for this Agreement
shall be Miami-Dade County, Florida.
Section 6. Any alterations, variations, modifications, extensions or waivers of
provisions of this Agreement shall only be valid when they have been reduced to writing,
duly approved and signed by both parties and attached to the original of this Agreement.
Section 7. This Agreement is signed in four (4) counterparts, and each
counterpart shall constitute an original of this Agreement.
Section 8. This Agreement containli all the terms and conditions agreed upon
by the parties. No other Agreement, oral or otherwise, regarding the subject matter of
this Agreement shall be deemed to exist or bind any of the parties hereto. If any
provision of this Agreement is held invalid or void, the remainder ofthis Agreement shall
not be affected thereby if such remainder would then continue to conform to the terms
and requirements of applicable law.
IN WITNESS WHEREOF, the parties have caused this Agreement to be executed
by their respective and duly authorized officers as of the day and year first above written.
(SEAL) /'\ .1
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C)TY F A I BEACH, FLORIDA
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ATTEST:
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Robert Parcher, City Clerk
ATTEST:
Qt~ r{Ul~
Secretary
ATTEST:
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E CH REDEVELOPMENT AGENCY
MIAMI-DADE COUNTY, FLORIDA
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Signa e of Au\korized Representative
Print Name and Title
THE CHILDREN'S TRUST, MIAMI
DADE COUNTY
o
APPROVEO AS TO
FORM & LANGUAGE
& FOR EXECUTION
/' f/r/ay
Date
Approved
Veto
Override
Mayor
Not '1n
Agf;. .a Item No. 7(K) (1) (B)
7-27-04
RESOLUTION NO. R-973-04
IFFJCJAl fiLE copr
CLERK Of THE BCARO
If COUNTYCOMM/SSIONER~
'DIDI COUMlY. FLORIDA
RESOLUTION APPROVING TERMS AND EXECUTION OF
INTERLOCAL AGREEMENT BETWEEN MIAMI-DADE COUNTY,
CITY OF MIAMI BEACH, MIAMI BEACH REDEVELOPMENT
AGENCY, AND THE CHILDREN'S TRUST FOR PURPOSE OF
ESTABLISHING METHOD OF DISTRIBUTION OF TAX
INCREMENT REVENUES DERIVED FROM CHILDREN'S TRUST
ONE HALF MILL AD VALOREM TAX LEVY AGAINST REAL
PROPERTY LOCATED WITHIN JURISDICTION OF MIAMI BEACH
REDEVELOPMENT AGENCY
WHEREAS, the Children's Trust ("Trust") was established as a result of a county-wide
referendum in which the electors of Miami-Dade County approved the creation of the Trust and
its imposition of a not to exceed one half mill tax levy against all non-exempt real property in
Miami-Dade County for the purpose of funding improvements to children's health, development
and safety and promoting parental and community responsibility for children who reside in
Miami-Dade County; and
WHEREAS, the Miami Beach Community Redevelopment Agency ("CRA") has
jurisdiction over two community redevelopment districts located in the City of Miami Beach
("City") known as City Center/Historic Convention Village and South Pointe ("CRA Districts");
and
WHEREAS, the CRA has various series of community redevelopment revenue bonds
currently outstanding in the aggregate principal amount of $94,890,000 (the "Bonds") issued
under certain bond resolutions (the "Bond Resolutions") to which the CRA has pledged all
current and future tax increment revenues the CRA is entitled to receive pursuant to the Act from
all non-exempt taxing authorities, like the Trust, created subsequent to the issuance of the Bonds;
and
Not On
Agenda Item No. 7 (K) (1
Page No.2
WHEREAS, the Board enacted Ordinance No. 03-210 (the "Ordinance") that established
a policy that before the Board will consider any matter concerning a community redevelopment
agency, including the approval of an annual budget, a community redevelopment agency and/or
.
governing body such as the City shall first exempt the Trust pursuant to the Act from having to
remit its tax revenues generated within a conununity redevelopment district to the conununity
redevelopment agency; and
WHEREAS, the City is unable to obtain review of its matters, including the its annual
budget, by the Board because it cannot voluntarily exempt the Trust in order to comply with the
Ordinance without violating the CRA's pledges to the holders of the Bonds that requires all
present and future tax increment revenues from each CRA District to be available for the
repayment of debt service on the Bonds relating to such CRA District; and
WHEREAS, the City, the CRA and the County wish to assist the Trust and to effectuate
the will of the electorate by agreeing to enter into an interlocal agreement ("Interlocal
Agreement'') in substantially the form attached as Exhibit "A" for the purposes set forth in the
accompanying County Manager's memorandum which is incorporated in this Resolution by
reference with respect to a method for distributing the Trust tax revenue; and
WHEREAS, in exchange for the cooperation from the City and the CRA, the Trust will
make funds available for children's programs within the City in the amounts and upon the
conditions set forth in the Agreement; and
WHEREAS, this Board wishes to approve the form of the Agreement and authorize its
execution by the County Manager after review by the County Attorney's Office,
NOW THEREFORE, BE IT RESOLVED BY THE BOARD OF COUNTY
COMMISSIONERS OF MIAMI-DADE COUNTY, FLORIDA, that:
Section I.
Not
Agena...lemNo.7(K)(l)(B)
Page No.3
The matters contained in the foregoing recitals are incorporated in this
resolution by reference.
Section 2.
The Board approves the terms of the Interlocal Agreement in substantially
the form attached,to this resolution as Exhibit "A" and authorizes the County Manager to execute
it after review by the County Attorney's Office.
Section 3.
The provisions of Resolution No. 377-04 pertaining to the effective date of
County contracts is waived with respect to the Agreement.
The foregoing resolution was offered by Commissioner Demris C. Moss
, who
moved its adoption. The motion was seconded by Commissioner Joe A. Martinez
and upon being put to a Yote, the vote was as follows:
Dr. Barbara Carey-Shuler, Chairperson aye
Katy Sorenson, Vice-Chairperson aye
Bruno A. Barreiro aye Jose "Pepe" Diaz aye
Betty T. Ferguson aye Sally A. Heyman aye
Joe A. Martinez aye Jimmy L. Morales aye
Dennis C. Moss aye Dorrin D. Rolle aye
Natacha Seijas absent Rebeca Sosa aye
Sen. Javier D. Soutoaye
The Chairperson thereupon declared the resolution duly passed and adopted this 27th day
of July, 2004. This resolution shall become effective ten (10) days after the date of its adoption
unless vetoed by the Mayor, and if vetoed, shall become effective only upon an override by this
Board.
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MIAMI-DADE COUNTY, FLORIDA
BY ITS BOARD OF
COUNTY COMMISSIONERS
HARVEY RUVIN, CLERK
Approved by County Attorney as
to form and legal sufficiency.
~
By: KAy SULLIVAT'''~
Deputy Clerk
Gerald T. Heffernan
.
MEMORANDUM Not On
Agenda Item No. 7(K)(1)(B)
TO:
Honorable Chairperson Barbara Carey-Shuler, Ed.D.
and Members, Board of County Commissioners
~-r-
Geor ~
C nty Manage<
DATE: July 27, 2004
FROM:
SUBJECT: Agreement with City of
Miami Beach, Miami
Beach Redevelopment
Agency and the
Children's Trust
RECOMMENDATION
It is recommended that the Board of County Commissioners adopt the accompanying resolution
that approves the form of the attached interlocal agreement ("Agreement") with the Miami Beach
Redevelopment Agency ("CRA"), the City of Miami Beach ("City"), and the Children's Trust
("Trust") and authorizes its execution by the County Manager. This Agreement provides for the
distribution of tax increment revenues derived from the imposition of a one half mill tax levy by
the Trust against real property within the jurisdiction of the CRA.
BACKGROUND
The CRA administers the South Point Tax Increment District (created in 1973) and the City
Center/Historic Convention Tax Increment District (created in 1992) established under provisions
of Chapter 163, part III, Florida Statutes ("Act").
The Trust was established in 2003 as a result of a county-wide referendwn in which the electors of
the County approved its creation and imposition of a not to exceed one half of a mill ad valorem
tax levy against all non-exempt real property in Miami-Dade County for the purpose of funding
improvements to children's health, development and safety and promoting parental and
community responsibility for children who reside in Miami-Dade County.
On October 17, 2003, the Board enacted Ordinance No. 03-210 ("Ordinance") that established a
policy that before the Board will consider any matter concerning a community redevelopment
agency, including the approval of an annual budget, a community redevelopment agency and/or a
governing body such as the City shall first exempt the Trust pursuant to the Aet from having to
remit its tax revenues generated within a community redevelopment district to the community
redevelopment agency.
The CRA has various series of community redevelopment revenue bonds currently outstanding in
the aggregate principal amount of $94,890,000 (the "Bonds") issued under certain bond
resolutions (the "Bond Resolutions") to which the CRA has pledged all current and future tax
increment revenues the CRA is entitled to receive pursuant to the Act from all non-exempt taxing
authorities, like the Trust, created subsequent to the issuance of the Bonds.
Hon. Chairperson Barba. ':arey-Shuler, Ed.D.
and Members, Board of County Commissioners
Page 2
The CRA would be unable to obtain review of its matters, including the its annual budget, by the
Board because it cannot voluntarily exempt the Trust in order to comply with the Ordinance
without violating the CRA's pledges to the holders of the Bonds that requires all present and
future tax increment revenues from each CRA District to be available for the repayment of debt
service on the Bonds relating to such CRA District.
While the City, the CRA and the County all wish to assist the Trust and to effectuate the will of
the electorate, the provisions of the Agreement provide a mechanism by which the Trust first
remits its statutorily required revenue payment to the CRA, and then the CRA, after having made
its annual debt service payment to bond holders, will remit back only to the Trust (instead of a
pro-rata distribution to the Trust, the City and the County), on the last day of its fiscal year, all of
the Trust tax revenues that are not needed for debt service relating to the outstanding Bonds.
By being a party to the Agreement, the County agrees to permit its pro rata share in the refunding
of the tax revenues of the Trust pursuant to the Act to be included in Ihe annual payment by the
CRA to the Trust of all Trust tax revenues not needed for debt service. It also acknowledges that
the CRA is in compliance with the Ordinance.
In exchange for the City's and CRA's cooperation, the Trust will make available funds in the
amount of Trust Revenues annually for programs and services to children and families within the
City, through a competitive process, to the City and/or agencies and organizations that provide
said children programs and services within the City. The Trust, while collecting approximately $ 6
million from residents in the City, including approximately $ 1 million from within the CRA's
jurisdiction, is thus agreeing to spend at least $ I million on programs in the whole City.
There is no fiscal impact to the County compared to the CRA voluntarily exempting the Trust's ~
mills.
Attachment
8
MEMORANDUM
(Revised)
TO:
Ron. Chairperson Barbara Carey-Shuler, Ed.D. DATE:
and Members, Board of County Commissioners
July 27, 2004
tW~~
FROM: Robert A. Ginsburg
County Attorney
Not On
SUBJECT: Agenda ltem No. 7 ( K) ( 1 ) (
Please note any items checked.
~
"4-Day Rule" ("3-Day Rule" for committees) applicable If raised
6 weeks required between fint reading and public hearing
4 weeks notification to municipal officials required prior to public
bearing
Decreases revenues or increases expenditures witbout balancing budget
Budget required
Statement of fiscal impact required
Bid waiver requiring County Manager's written recommendation
Ordinance creating a new board requires detailed County Manager's
report for public hearing
Housekeeping item (no policy decision required)
No committee review