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2008-26861 ResoRESOLUTION NO. 2008-26861 A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, SETTING THE PROPOSED MILEAGE RATES FOR FISCAL YEAR (FY) 2008/09, THE CALCULATED "ROLLED-BACK" RATE, AND THE DATE, TIME, AND PLACE OF THE FIRST PUBLIC HEARING; 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, has specified the method by which municipalities may fix the millage rate and adopt an annual budget; and WHEREAS, in the May 2008 Commission Retreat, the Commission established priorities and requested more detailed budget briefings; and WHEREAS, the Commission directed Administration to generally preserves recently enacted City initiatives in support of community priorities; and WHEREAS, at the July 10~', 2008 Finance and Citywide Projects Committee meeting, the Committee directed staff to set the proposed operating millage in July at the same rate as the current year; and WHEREAS, the City of Miami Beach is required to advise 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 2008/09 General Operating 5.5472 mills Capital Renewal & Replacement 0.1083 mills Total Operating Millage 5.6555 mills Debt Service 0.2375 mills Total Combined Millage 5.8930 mills 2) "Rolled-Back" Rate 5.6349 mills zoo Y- z ~ p~ l 3) The first public hearing on the proposed millage rate and the tentative budget for FY 2008/09 shall be held on Monday, September 8, 2008 at 5:01 P.M., in the City Commission Chambers, City Hall, 1700 Convention Center Drive, Miami Beach, Florida. PASSED and ADOPTED, this 16th day of July, 2008. ATTEST: ~ ~ MAYOR Matti Herrera Bower C CLERK Robert Parcher APPROVED AS TO FORM & LANGUAGE R~ FO~ECUTION "T~ COMMISSION ITEM SUMMARY Condensed Title: A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA SETTING 1) THE PROPOSED OPERATING MILEAGE RATE; 2) THE REQUIRED DEBT SERVICE MILEAGE RATE; 3) THE CALCULATED "ROLLED-BACK" RATE; AND, 4) THE DATE, TIME, AND PLACE OF THE FIRST PUBLIC HEARING TO CONSIDER THE MILEAGE RATES AND BUDGETS FOR FISCAL YEAR (FY) 2008/09; 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 Intenaea outcome su Ensure expenditure trends are sustainable over the long term; Improve the City's overall financial health and maintain overall bond rating; Increase community satisfaction with city services Supporting Data (Surveys, Environmental Scan, etc.): In the 2007 survey, 46% of residents and 55% of businesses rated the value of city services fortax dollars paid as excellent or good. The value of city services for tax dollars paid appeared as a key driver for residents' perceptions of overall quality of life and city government meeting their needs; one of the areas most important to resident's quality of life; and for businesses' perceptions of City government; its interest in hearing their concerns, Miami Beach as a place to run a business, and whether the City is doing better, the same, or worse versus a few years ago. The Adopted FY 2007/08 General Fund Operating Budget reduced the City's total millage rate by 1.7760 mills to a rate of 5.8970 mills, an unprecedented 23% decrease in millage, a reduction of $44 million in property tax revenues based on the FY 2006/07 millage rate, and a reduction of $17.5 million (11 %) from FY 2006/07 budgeted property tax revenues. The adopted FY 2007/08 budget identified re-organizational efficiencies; removed departmental contingencies; significantly reduced overtime, travel, training, subscriptions, supplies, contracts, etc.; and strategically reduced services that were not as closely aligned with our strategic plan or that had not been as successful in achieving desired results -reducing $20.7 million and almost 100 positions (86 full-time and 7part-time). Between FY 1999/2000 & FY 2007!08 City of Miami Beach Total Combined Millage decreased by 2.8 mills (11.8%) to 5.6555. In FY 2007/08, total millage for all taxingjurisdictionstyithin the City of Miami Beach was 20.1746, and remains lower than most municipalities in Miami-Dade County. Issue: Shall the Mayor and City Commission adopt the resolution? Item Summa The Administration is recommending reducing the City's total combined millage rate to 5.8930 for FY 2008/09, a reduction of 0.004 mills and 0.1 percent. The total proposed operating millage is maintained at 5.6555 mills, including a general operating millage rate of 5.5472 and a General Fund Capital Renewal and Replacement millage of 0.1083. The proposed debt service millage rate is reduced from 0.2415 to 0.2375, a reduction of 1.7 percent. The rollback rate is the millage rate required to produce the same level of Citywide property tax revenues in FY 2008/09 as collected in FY 2007/08 and is calculated as 5.6349, 0.0206 mills less than the millage rate adopted for FY 2007/08. Adviso Board Recommendation: Financial Information: Source of Amount Account Funds: ~ 0 2 OBPI Total Financial Impact Summary: In FY 2007/08, the operating millage rate for general City operations was adopted at 5.6555. Based on the July 1, 2008 Certification of Taxable Value, 5.6555 mills would generate approximately $144,519,307 million in tax revenues, an increase of $261,307 over current year budgeted property tax revenues Citywide (General Fund, City Center RDA and the South Pointe area). However, the General Fund property tax revenues will decrease by $1.4 million. This decrease in General Fund property tax revenue precludes the Cit from absorbin normal increases in sala and frin es and other normal increases due to inflation. Ci Clerk's Office Le islative Trackin Sian-Offs• D t Dire t Assistant Ci Mana er Mana er / O ~ MIAMIBEACH ENDA ITEM `Z DATE " ~ d m MIAMIBEACH City of Miami Beach, 1700 Convention Center Drive, Miami Beach, Florida 33139, www.miamibeachfl.gov COMMISSION MEMORANDUM TO: Mayor Matti Herrera Bower and Members of the City Commission FROM: Jorge M. Gonzalez, City Manager DATE: July 16, 2008 SUBJECT: A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA SETTING 1) THE PROPOSED OPERATING MILEAGE RATE; 2) THE REQUIRED DEBT SERVICE MILEAGE RATE; 3) THE CALCULATED "ROLLED-BACK" RATE; AND, 4) THE DATE, TIME, AND PLACE OF THE FIRST PUBLIC HEARING TO CONSIDER THE MILEAGE RATES AND BUDGETS FOR FISCAL YEAR (FY) 2008109; 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. SUMMARY The Administration is recommending reducing the City's total combined millage rate to 5.8930, a reduction of 0.1 percent. The total proposed operating millage is maintained at 5.6555 mills, including a general operating millage rate of 5.5472 and a General Fund Capital Renewal and Replacement millage of 0.1083. The proposed debt service millage rate is reduced from 0.2415 to 0.2375, a reduction of 1.7 percent. Further, the combined millage rate overall is approximately 2.8 mills lower than it was in Fiscal Year 1999/00, and remains lower than most municipalities in Miami-Dade County. 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 FY 2008/09: General Operating 5.5472 mills Capital Renewal 8~ Replacement 0.1083 mills Sub-Total Operating Millage 5.6555 mills (no change from FY 2007/08) Debt Service 0.2375 mills (0.2415 last year. 1.7°/a decrease) Total 5.8930 mills (5.8970 last year, 0.1 % decrease) 2) "Rolled-Back" Rate (Truth in Millage) 5.6349 mills 3) The first public hearing to consider the proposed millage rates and tentative budgets for FY 2008/09 shall be Monday, September 8, 2008 at 5:01 p.m., in the City Commission Chambers, City Hall, 1700 Convention Center Drive, Miami Beach, Florida FY 2008/09 Proposed Millage Rate July 16, 2008 Page 2 The rollback rate is the millage rate required to produce the same level of property tax revenues in FY 2008/09 as collected in FY 2007/08, net of the impacts of Florida Constitution Amendment 1 approved in January 2008 which reduced the City's taxable values by $463 million and property tax revenues by approximately $2.6 million. Amendment 1 provided constitutional changes to the homestead exemption and changes in the assessment of affordable housing, working waterfronts and a $25,000 exemption of tangible personal property. The rollback rate is calculated by dividing the prior year property tax revenues by the current year property values, after new construction, major improvements, annexations, deletions and tax increment districts are removed from current year property values. Under the recently enacted State legislation, the City may elect to approve millage rates above the roll-back rate up to the constitutional cap of 10 mills subject to an extraordinary vote by the Commission or referendum: • Millage up to 5.7436 (equivalent to a 4.15% increase in Property Tax revenues, net of the impact of Amendment 1) requires majority of the approval of the Commission • Millage up to 6.4643 (equivalent to a 10% increase in Property Tax revenues, net of the impact of Amendment 1)requires atwo-thirds approval (5 of 7 votes) of the Commission • Millage above 6.4643 requires unanimous approval of the Commission or referendum up to the 10 mill cap. BACKGROUND Over the last several years, the City of Miami Beach has adopted budgets that provided tax and fee relief while at the same time providing service levels enhancements (primarily in public safety, cleanliness of rights-of-ways and other public areas, landscaping and beautification, parks and cultural arts programming, and building/development functions) that address needs and priorities identified by the community; and providing structural changes that enhance capital funding and reserves. Pursuant to State legislation, the Adopted FY 2007/08 General Fund Operating Budget reduced the City's total millage rate by 1.7760 mills to a rate of 5.8970 mills, an unprecedented 23 percent decrease in millage as well as a reduction of $44 million in property tax revenues based on the FY 2006/07 millage rate, and a reduction of $17.5 million (11 %) from FY 2006/07 budgeted property tax revenues. Based on an extensive review of each and every component of City expenditures, the adopted FY 2007/08 budget identified re-organizational efficiencies, removed departmental contingencies, and made significant reductions in items such as overtime, travel, training, subscriptions, supplies, contracts, etc. for a savings of approximately $5.6 million. Further, strategic reductions service were recommended where services were not as closely aligned with our strategic plan or where they had not been as successful in achieving desired results. Including the $5.6 million identified above, over $20.7 million and approximately 100 positions were eliminated (86 full-time and 7part-time). The development of the FY 2008/09 budget was again anticipated to be a challenging process due to the combination of the impact of Amendment 1, the downturn in the real estate market, the legislated limitation in property tax revenue growth to 4.15 percent based on statewide income growth for the current year, and the significant prior year reductions already made by the City as noted above. On the expenditure side, Current Service Levels expenditures typically have increased between 6% and 8% annually due to salary and fringe increases and other normal CPI adjustments. On the revenue side, based on the July 1, 2008 Certification of Taxable Value from the Miami-Dade County Property Appraiser, even without the impact of FY 2008/09 Proposed Millage Rate July 16, 2008 Page 3 Amendment 1, property values only increased 1.7 percent from the 2007 tax roll certification to the 2008 tax roll certification 0.7 percent was due to new construction. This compares to, property tax increases between 14 and 30 percent per year in the last 5 years, and at least an 8 percent increase per year over the last 10 years. In the longer term, the property tax revenue growth limitation will continue to have an impact. In addition, property values may be reduced depending on how long the market takes to recover. Both of these will contribute to an ongoing structural imbalance in the City's budget that must be addressed. With the new limitation on property tax revenue growth as well as the downturn in the economy, revenues are now projected to grow on average 3 percent per year (except for FY 2009/10 due tonne-time projected construction impacts), while expenditures are projected to grow at approximately 5% per year, even without any cost of living adjustments that may be approved beyond FY 2008/09. DECISION-MAKING PROCESS The budget development process has included participation from within and from outside City Hall. In follow-up to the City's first ever set of community satisfaction surveys in 2005, the City conducted a set of follow-up community surveys in January 2007. Based on the 2007 Community Satisfaction Surveys, it appears that many of the recent service level enhancements have been increasing community satisfaction levels with our services, particularly businesses satisfaction; and resident satisfaction with cleanliness, availability of family-friendly cultural activities, handling of special events (by South Pointe residents), and increased satisfaction with the amount of information received from the City (when getting information directly from the City). A Commission Retreat was held on May 1 and 2 where preliminary budget information was provided to the Commission and priorities were established. In addition, the Commission provided direction regarding departments where more detailed budget briefings were desired. Preliminary projections provided at the time of the Commission Retreat estimated a General Fund shortfall of $12.5 million. This estimate included the impact of reduced property tax revenues as well as anticipated growth in current service level expenditures (i.e. the cost of providing the same level of service as in the current year). These increases included: • Salary adjustments for cost of living, merit increases etc. • Increases in health insurance and pension benefit costs • Increases in operating costs, especially fuel • Expenditures for the maintenance and service of newly completed capital projects As with the preparation of the FY 2007/08 budget, departments were directed to analyze and present their budget from two perspectives: • The first was to once again review for potential efficiencies, reorganizations to reduce cost, etc. FY 2008/09 Proposed Millage Rate July 16, 2008 Page 4 • The second was to again perform a modified zero-based analysis of each department budget, identifying potential services reductions versus core functions. Each of the potential service reductions have stakeholders who would be impacted in some way and each of them have been implemented in response to a need or priority in our community. For each of the potential service reductions, departments provided the type of impact and the magnitude of the impact. Core functions were defined as those functions which, if cut, render it impossible for the department to provide service at any reasonable level. Between June 17 and June 30, a series of budget briefings were held with the Finance and Citywide Projects Committee, including a discussion of capital project priorities, as well as reviews of Sanitation, Property Management, Greenspace Management, Capital Improvements Office, and Code Compliance budgets. These budget briefings reviewed Current Service Level expenditures and impacts of service level alternatives. On July 1, 2008, the City received the Certification of Taxable Value from the Miami-Dade County Property Appraiser. The certified value was not only lower than the City preliminary estimate which had been based on the 4.15 percent revenue cap, but was also lower than the June 1, 2008 preliminary value provided by the property appraiser. At the July 8 and July 10, 2008, Finance and Citywide Projects Committee meeting, an updated Current Service Level estimate was provided to the Committee, reflecting a gap of $14.6 million. This estimate incorporated the impact of the July 1, 2008 Certification of Taxable Value as well as refinements to Current Service Level expenditures. In addition, proposed efficiencies/reorganizations, potential service reduction alternatives, and potential revenue enhancements were presented to the Committee for review. Department budget briefings were also conducted with the City's Budget Advisory Committee. Attachment A provides a summary of the efficiencies/reorganizations and service reductions recommended by the Committee to address the $14.6 million gap. Despite these reductions, the budget will continue our focus on providing "value of services for tax dollars paid" by continuing to provide services to the community free of charge or at significantly reduced fees, including free arts and movies in the parks, free access to pools and youth centers, reduced fee recreation programming, etc. STATUTORY REQUIREMENTS FS 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, 2008), to advise the Miami-Dade County Property Appraiser of the proposed 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 tentative budgets for FY 2008/09. The required Debt Service millage rate must also be set at the same time. After setting the proposed operating millage rate, the Commission may, at any time prior to the final adoption, lower the rates by adjusting priorities. Increasing the millage rate may only be accomplished by an expensive mailing and advertising process to every property owner on Miami Beach. FY 2008/09 Proposed Millage Rate July 16, 2008 Page 5 ANALYSIS OF PROPERTY VALUES IN MIAMI BEACH On July 1, 2008, the City received the "2008 Certification of Taxable Value" from the Property Appraiser's Office stating that the taxable value for the City of Miami Beach is $26,898,698,386, including $204,624,492 in new construction. The preliminary 2008 value represents an increase of $48.6 million or 0.2 percent over 2007's June 29 Certification of Taxable Value of $26,850,061,663 and is net of the $463 million impact of Amendment 1. The comparative assessed values for the Miami Beach Redevelopment Agency City Center redevelopment district increased from $3,585,310,480, to $3,707,103,133, an increase of $121,792,653, or a 3.4 percent increase in values over 2007 certified values. In addition, assessed values within the geographic area formerly known as the South Pointe redevelopment district increased from $3,452,319,916, to $3,684,154,640, an increase of $231,834,724, or a 6.7 percent increase in values over 2007 certified values. As with Citywide values, 2007 Taxable Values for City Center and the South Pointe area, were revised to $3,465,784,338 and $3,414,814,691, adecrease of $119.5 million (3.3 percent) and $37.5 million (1.1 percent), respectively, as of July 1, 2008. As a result, taxable values in the areas outside the City Center RDA/South Pointe area decreased by 1.6 percent, from $19.812 billion to 19.507 billion, a decrease of $305 million. Further, "2008 Certification of Taxable Value" from the Property Appraiser's Office, also decreased the estimated "2007 Taxable Value" from $26.850 billion to $26.136 billion, a decrease of $714 million. This difference between 2007's preliminary and final values represents the loss of 2.7 percent due to appeals, value adjustments, etc., while prior year differences have been less than 1 percent. This is in addition to typical discounts due to early payments that have averaged about 3 percent per year. The majority of this loss occurred in areas outside the City Center Redevelopment District and the South Pointe area, and is higher than historic levels for the second year. As a result, property tax revenues in FY 2007/08 are anticipated to be approximately $1.5 million less than budgeted. DETERMINING THE OPERATING MILEAGE LEVY The first building block in developing a municipal budget is the establishment of the value of one mill of taxation, wherein the mill is defined as $1.00 of ad valorem tax for each $1,000 of property value. For the City of Miami Beach, this value for each mill is determined by the 2008 Certification of Taxable Value and has been set at $26,898,698,386. Florida Statutes permit a discount of up to five percent for early payment discounts, delinquencies, etc. Therefore, the 95 percent value of the mill is $25,553,763. The 95 percent value of 1 mill outside the City Center RDA/South Pointe area is $18,666,667. Impacts of Millage Roll-back In FY 2007/08, the operating millage rate for general City operations was adopted at 5.6555. Based on the July 1, 2008 Certification of Taxable Value, 5.6555 mills would generate approximately $144,519,307 million in tax revenues, an increase of $261,307 over current year budgeted property tax revenues Citywide (General Fund, City Center RDA and the South Pointe area). However, the General Fund property tax revenues will decrease by $1.4 million. This decrease in General Fund property tax revenue precludes the City from absorbing normal increases in salary and fringes and other normal increases due to inflation. FY 2008/09 Proposed Millage Rate July 16, 2008 Page 6 The rollback rate is the millage rate required to produce the same level of Citywide property tax revenues in FY 2008/09 as collected in FY 2007/08, thereby forgoing any revenues associated with growth in assessed values. The rollback rate is calculated by dividing the prior year property tax revenues by the current year property values, after new construction, major improvements, annexations, deletions, and tax increment districts are removed from current year property values. For FY 2008/09, the resulting Roll-Back Rate is 5.6349, 0.0206 mills less than the millage rate adopted for FY 2007/08. DETERMINING THE DEBT SERVICE MILEAGE LEVY The general obligation debt service payment for FY 2008/09 is approximately $6.1 million, reflecting a decrease of $92,107. Base on the July 1, 2008 Certified Taxable Value from the Property Appraiser, these bonds would require the levy of a reduced debt service millage of 0.2375 mills. This represents a reduction of 0.0040 mills. COMBINING THE OPERATING AND DEBT SERVICE MILEAGE LEVIES Illustrated below is a comparison of the combined millage rates and ad valorem revenues to the City of Miami Beach for FY 2007/08 (final) and FY 2008/09 (preliminary) including RDA. It is recommended that in the General Fund, 0.1083 mills of the total operating millage be dedicated to renewal and replacement, resulting in $2.219 million in renewal and replacement funding. FY 07108 FY 08109 Incl(Dec) %Incl(Dec) City of Miami Beach Millage Rates Operating 5.5173 5.5472 0.0299 1% Capital Renewal 8~ Replacement 0.1382 0.1083 (0.0299) -22% Debt Service 0.2415: 0.2375 (0.0040) -2% Total ; 5.8970` 5.8930 If these recommended millage rates are tentatively adopted, then the City of Miami Beach's overall combined tax rate millage will decrease by 0.0040 mills as compared to the current year, as the total operating millage will remain unchanged and the debt service millage will decrease by 0.0040 mills. COMBINING JURISDICTIONAL OPERATING AND DEBT SERVICE MILEAGE LEVIES City of Miami Beach property owners must also pay property taxes to Miami-Dade County, the Miami-Dade County School Board, the Children's Trust, the South Florida Water Management District, and the Florida Inland Navigation District. As of the July 1 Preliminary estimates of Taxable value, the countywide tax rate is proposed to increase from 4.5796 mills to 4.8834 mills. The library tax rate is proposed to decrease from 0.3842 mills to 0.3583 mills. The Children's Trust tax rate is proposed to decrease from 0.4223 mills to 0.4212 mills. Proposed tax rates for other jurisdictions are unavailable at this time and are shown as unchanged. FY 2008/09 Proposed Millage Rate July 16, 2008 Page 7 Using tax rates known at this time, the changes in tax rates are estimated as follows: Of . % Total OVERLAPPING TAX MILEAGE ' FY 07108 FY 08!09 Incl(Dec) ;Inc/(Dec) Mills City of Miami Beach Millage Rates . _ ~ . Operating 5.5173 5.5472 ..0.0299 Capital Renewal & Replacement 0.1382 0.1083 -0.0299 Debt Service 0.2415 _ 0.2375 -0.0040..... Totali 5.8970'' 5.8930! -0.0040'. 0% 29% Miami Dade County... _ _ _ Countywide _ 4.5796 4.8834 .. ....0.3038......_ Library 0.3842 0.3583 _ -0.0259..._.. Debt Service __ 0.2850 0.2850 ...0.0000..... Subtotal 5.2488 5.5267'... 0.2779 5% 27% School Board 7.9480 _ 7.9480 0.0000 0% 39% Children's Trust 0.4223 _ _ _ 0.4212 _ _ -0.0011 . 0% 2% Other 0.6585 0.6585 0.0000. ... 0% 3% Total 20.1746 20.4474 0.2739 1 % 100% In FY 2007/08, the Miami Beach portion of the total tax bill was 29 percent. The recommended millage rates for FY 2008/09 will place the Miami Beach portion of the tax bill at 29 percent based on tax rates known at this time. COMBINED MILEAGE LEVY IMPACT ON PROPERTY OWNERS Homesteaded Property Owners Amendment 10 to the State Constitution took effect on January 1, 1995 and limited the increase in assessed value of homesteaded property to the percentage increase in the consumer price index (CPI) or three percent (3%), whichever is less. For 2007, the CPI has been determined to be 4.1 percent and therefore, the increase is capped at 3% for increased values as of January 1, 2008. The homestead exemption is applied after the increase in value as follows. FY 2008/09 Proposed Millage Rate July 16, 2008 Page 8 Below are examples on the impact of the reduced millage and the 3% increase in values based on the prior tax rates. Change in Taxes Paid by Homesteaded Properties _. FY 2~7 Assessed Value , $ 250,000 ' $ 336,000 ' $ 500,000 ' $ 1,000,000 Less $25,000 Exemption $ (25,-000) $ (25,000) $ (25,000) $ (25,000) FY 2007 Taxable Value $ 225,000 ! $ 311,000 $ 475,000: $ 975,000 2007 Taxes __ _ City of Miami Beach $ 1,327 $ 1,834 $ 2,801 $ 5,750 Miami Dade County _ $ 1,181 $ 1,632 $ 2,493 $ 5,118 Other _ - -- $ 2,031 $ 2,808 $ _ 4,289 $ _..8,803 Total:. $ 4,539 ; $ 6,274 $ 9,583 $ 19,670 FY 2008 Assessed Value - 3% incr. $ 257,500 '! $ 346,080 ' $ 515,000 $ 1,030,000 Less $25,000 Exemption $ (50,000) $ (50,000) $ (50,000) $ (50,000) FY 2008 Taxable Value $ 207,500 $ 296,080: $ 465,000 $ 980,000 2008 Taxes City of Miami Beach $ 1,223 $ 1,745 $ 2,740 $ 5,775 Miami Dade County _ _ $ _ 1,147 .. $ 1,636 $ 2,570 $ 5,416 Other _ $ 1,873 $ 2,673 $ 4,198 ... $ 8,847.. Total $ 4, 243 ' $ 6, 054 ' $ 9, 508 $ 20, 038 $ Change in Taxes City of Miami Beach $ (104) $ (89) $ (61) $ 26 Miami Dade County $ (34) $ 4 $ 77 $ 299 _ _ Other . . _ $ (158) $ (135) $ (91)` $ _ _ _44 : ,Total' $ (296) $ (220) $ (75)' $ 368 Non-homesteaded Properties Impacts for non-homesteaded properties will vary based on the increase or decrease in assessed value for each individual property. FY 2008/09 Proposed Millage Rate July 16, 2008 Page 9 Change in Taxes Paid by Non-Homesteaded Properties FY 2007 Taxable Value $ 500,000 ' $1,000,000 $ 5,000,000 $10,000,000 2007 Taxes CityofNiamiBeach $ 2,949 $ 5,897 $ 29,485 $ 58,970 Miami Dade County $ 2,624 $ 5,249 $ 26,244 $ 52,488 Other $ 4,514 $ 9,029 $ 45,144 $ 90,288 Total $ 10,087 $ 20,175 $ 100,873 $ 201,746 FY 2008 Taxable Value - No change ' $ 500,000 : $1,000,000 $ 5,000,000 $10,000,000 2008 Taxes CityofCu~amiBeach $ 2,947 $ 5,893 $ 29,465 $ 58,930 Miami Dade Couniy $ 2,763 , $ 5,527 $ 27,634. $ 55,267 Other $ 4,514 $ 9,028 $ 45,139 $ 90,277 Total $ 10,224 $ 20,447 $ 102,237 $ 204,474 $ Change in Taxes _ _ CityofMiami Beach $ (2) $ (4) $ (20) $ (40) Miami Dade County _ $ 139 $ 278 $ 1,390 $ 2,779 __ Other $ (1) $ (1) $ (5) $ (11) - Total $ 136 $ 273 $ 1,364 $ 2,728 FY 2008 Taxable Value - 10% increase $ 550,000 $1,100,000 $ 5,500,000 $11,000,000 2008 Tames CiiyofNfamiBeach $ 3,241 $ 6,482 $ 32,412 $ 64,823 Nkami Dade County _ $ 3,040 $ 6,079 $ 30,397 $ 60,794 Other $ 4,965 $ 9,930 $ 49,652 . $ 99,305 Total $ 11,246 $ 22,492 $ 11 P,461 $ 224,921 $ Change in Taxes CityofNtami Beach $ 293 $ 585 $ 2,927 $ 5,853 Ntami Dade County $ 415 $ 831 $ 4,153 $ 8,306 Other $ 451 $ 902 $ 4,508 $ 9,017 Total $ 1,159 $ 2,318 $ 11,588 $ 23,175 FY 2008/09 Proposed Millage Rate July 16, 2008 Page 10 GENERAL FUND FY 2008/09 BUDGET STATUS General Fund Revenues Based on current projections, current service level non ad-valorem revenues are anticipated to grow by approximately $1.8 million. The increased revenues include: • Increased interest earning due to higher fund balance; • Increased cable, wireless and electrical franchise revenues; • Decreased intergovernmental revenues due to lower sales tax and motor fuel tax revenues; Increased revenues anticipated from the November re-opening of Normandy Shores Golf Course ($2,169,950); • Decreased revenues from the Smith and Wollensky and Penrod's Pier Park lease agreements due to lower restaurant revenues; • Increased Miscellaneous revenues due to increased CIP charge-backs to offset increased CIP office costs; and • A reduction of RDA revenues previously used to offset RDA expenses in the General fund as the expenses have been moved out of the General Fund. Operating Millage Property Tax Citywide $ 114,114,196 $ 113,091,960 $ (1,022,236) Property Tax South Pointe 7,718,251 7,718,251 0 Capital Renewal and Replacement 3,500,531 3,083,236 (417,295) Subtotal 125,332,978 123,893,447 (1,439,531) Interest Revenues 6,200,000 6,310,000 110,000 Franchise Fees and Taxes 22,833,300 23,447,110 613,810 Licenses and Permits 14,941,425 14,941,425 - Intergovernmental Revenues 10,713,940 10,001,420 (712,520) Charges for Services 8,242,350 10,412,300 2,169,950 Rents and Leases 4,371,150 4,221,150 (150,000) Miscellaneous 7,479,915 7,604,595 124,680 Resort Tax 20,696,309 20,696,309 - All Other Sources" 9,813,170 9,491,296 (321,874) Subtotal 105.291,559 107,125,605 1,834,046 "Fines & Forfeits & Other Expenditures Projections Historically, Current Service Levels expenditures have increased between 6% and 8% annually due to salary and fringe increases and other normal CPI adjustments to other operating expenses. FY 2008/09 Proposed Millage Rate July 16, 2008 Page 11 In FY 2008/09 Current Service Level expenditures are projected to increase by $15 million, (an increase of 6.5 percent). Major drivers of expenditures in FY 2008/09 continue to be: Increases in salaries and fringes due to previously approved 4% COLA increase as well as average merit/step increases of 3%; Increases in benefit and overtime costs for the following reasons - o Increases in pension contributions for the Fire and Police Pension based on the actuarial estimates ($2,413,792); o Decreases in the General fund share of other pension contributions due to a partial "fresh-start" allowing the City to take advantage of accumulated savings ($776,051); o Increases in health insurance, based on a 15% cost increase ($1,268,564); and o Increased in overtime and other fringes in concert with the increases noted above. Current Service Level expenditure projections for FY 2008/09 also include: • Increases in other internal service costs primarily due to increases in fuel ($789,700), Information Technology, and similar growth in personnel costs as in the General Fund; • Increases in various other operating costs Citywide based on normal inflationary growth ($549,702); • Expenditures associated with 11 months of Normandy Shores Golf Course operation are also included in Current Service Level Expenditures as compared to 3 months of operation as well as grow-in costs budgeted in FY 2007/08 ($445,812); • Service and maintenance .costs for newly completed capital projects including the North Beach Recreational Corridor and South Pointe Park ($766,034); and • Reductions in the transfer to the renewal and replacement fund in concert with the reduced revenues noted above. Current Service Level expenditures also reflect no additional transfers to the 11 percent Emergency Reserve as current reserve levels are sufficient to fund the 11 percent reserve for the proposed FY 2008/09 Operating Budget. However, reserves will fall short of the 17% emergency and contingency goal in the financial policy adopted by the Commission in September 2006. This will be funded with year-end surplus from FY 2007/08, if any exists, but will be funded after the 50% of surplus required fro the Capital Reserve and any amounts due to be held for the Building development process. Salaries (including COLA & Merits/Steps) $ 98,317,840 $ 105,123,719 $ 6,805,879 Benefits and Overtime 56,172,268 59,733,773 3,561,505 Operating Expenses 25,885,902 26,435,604 549,702 Internal Services 31,705,997 33,383,160 1,677,163 Transfer to Renewal and Replacement 3,500,531 3,083,236 (417,295) Other Transfers 12,680,000 12,680,000 - Capital 342,677 342,677 - Debt Service 2,019,322 2,019,322 - Maintenance & Service of New Projects - 2,777,743 2,777,743 FY 2008/09 Proposed Millage Rate July 16, 2008 Page 12 The net effect of these changes in revenues and expenditures is a gap of approximately $14.6 million, prior to any efficiency reductions, reorganizations, service reductions, etc. ADDRESSING THE GAP Based on direction provided by the Finance and Citywide Projects Committee on July 8 and July 10, 2008, approximately $8.8 million in expenditure reductions have been identified (in addition to the $20.7 million in reductions identified in the FY 2007/08 budget). Further, an additional $1.2 million in revenue enhancements have been identified, leaving a remaining gap of approximately $4.5 million. As discussed at the July 8th Finance and Citywide Projects Committee meeting, it is anticipated that this can be addressed by a combination of factors: • Refinement of health insurance estimates; • Refinement of administrative and management fees paid by non-General Fund departments for support services provided by the General Fund; • Further savings from service level reductions which need to be refined: o Greenspace management level-of-service reductions from B to C o Closing each of the pools one day a week during the winter months; • Potential further savings from service level reductions and revenue enhancements on which the administration needs further guidance: o Re-spacing lifeguard stands and reducing the total number of lifeguard stands o Reductions to funding of various Citywide accounts o Increased sidewalk fee revenues; • Increased transfers of resort tax revenues due to projected increased receipts anticipated for the next fiscal year to be used to offset tourism-related expenses in the General Fund; • Further reductions in the pay-as-you-go fund, based on the prioritization of capital projects at the June 30, 2008 Finance and Citywide Projects Committee meeting; and • Additional use of South Pointe/CDT funding for operating in lieu of capital projects, based on the prioritization of capital projects at the June 30, 2008 Finance and Citywide Projects Committee meeting. FY 2008/09 Proposed Millage Rate July 16, 2008 Page 13 As part of this effort, key enhancements made to the operating budget in prior years in response to community priorities as directed at the Commission Retreat were preserved, including: • Enhancements in sanitation, maintenance of right-of-way landscaping and up-lighting, etc., family-friendly cultural activities, communications, enhanced green space management etc. ; • Elimination of most park fees and expansion of free programs; Renewal and replacement funding to maintain our facilities; and Capital funding through pay-as-you-go and capital reserve. Further, rather than select easy fixes for FY 2008/09 alone, the City continues to consider the long term financial sustainability of the City, as the City will continue to be subject to growth constraints each year going forward. And there may be additional legislated changes going forward. FIRST PUBLIC HEARING The first public hearing on the proposed millage rates and tentative budgets for FY 2008/09 must be held no later than 80 days (September 18th) or earlier than 65 days (September 3rd) from the start of the TRIM ("Truth In Millage") 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; and 2) if on a day other than Saturday, the public hearing must be after 5:00 P.M. Based on these guidelines, the first hearing must be held between September 3rd and September 18th. These dates are unavailable for the following reasons: September 7 and 14 Sundays September 4 and 18 Proposed dates for Miami-Dade County Public Hearings September 10 Miami-Dade County School Board Public Hearing Of the remaining days, it is recommended that the first public hearing be set for Monday, September 8, 2008 at 5:01 P.M., in the City Commission Chambers, City Hall, 1700 Convention Center Drive, Miami Beach, Florida. ACKNOWLEDGEMENTS The development of this year's Proposed Operating Budget has taken once again been challenging and involved significant time, energy, and hard work. I would like to thank Mayor Herrera Bower, and the Members of the Miami Beach City Commission, for your continued guidance, support and leadership with the budget process and in helping to accomplish so much on behalf of our residents and for the entire Miami Beach community. I would also like to recognize our employees for their continued commitment to the City's mission of providing excellent public services and working so hard to help accomplish so many positive results that FY 2008/09 Proposed Millage Rate July 16, 2008 Page 14 benefit the entire community despite the challenges and uncertainty of the past several months. Finally, I would like to thank all staff from throughout the City who worked so hard to identify every opportunity for cost reductions in their departments, as well as itemize alternatives with a wide range of service impacts to meet the required cost reductions. I would particularly like to thank my Assistant City Managers, Chief Financial Officer, and all Department and Division Directors. I appreciate all of us working together towards a reduced budget that still allows us to accomplish our goals. In particular, I would like to recognize and thank Kathie Brooks, Director of the Office of Budget and Performance Improvement (OBPI), Jose Cruz, Budget Officer, Carmen Carlson, and William Gonzalez, Senior Management and Budget Analysts, Management Consultants Jorge Fraga and Isabel Stillone, and Office Associate Sailyn Arce-Christiansen. OBPI continues to work particularly hard to continue to enhance the budget process by facilitating greater input and direction from the City Commission and all City departments in developing the Proposed Operating Budget, as well as ensuring that we continue to focus on our community's priorities and measurable performance results, despite reductions in revenues. JMG:KGB ATTACHMENT A -TOTAL POTENTIAL REDUCTIONS Prior Year Reductions FY 2008109 Bud et Posit ion Im acts $ Im acts POS CSL Bud et Efficiency Reo .Etc. o n a Serviee Reductions Total Total Im act Proj. Vae. Filled Mgt & Admin Non M t °h General Fund Ma or 8 Commission $ 47,000 -1.0 $1,458,532 $ $ $ 0.0 0.0 0.0 0.0 0.0 0.0°k Cit Mana er $ 247,555 -2.0 $2 387,340 $ $ $ 0.0 0.0 0.0 0.0 0.0 0.0°k Communications $ 136,147 -t.0 $1,235,172 $ 11,750 $ 166,335 $ 778,085 -2.0 -2.0 0.0 -2.0 0.0 14.4°h OBPI $ 223,058 -2.0 $2,022,339 $ $ $ 0.0 0.0 0.0 0.0 0.0 0.0°k Finance $ 453,986 -8.0 $4,443,045 $ $ 134,335 $ 134,335 -2.0 -2.0 0.0 -2.0 0.0 3.0°k Procurement $ 33,886 0.0 $968,690 $ $ 48,131 $ 48,131 -1.0 -1.0 0.0 -1.0 0.0 5.0°k Human ResourceslLaborRelations $ 194,274 -2.5 $1,943,999 $ 42,891 $ 55403 $ 98,294 -1.0 -1.0 0.0 -1.0 0.0 5.1°h Ci Clerk $ 64,773 -1.0 $1,568,996 $ $ $ 0.0 0.0 0.0 0.0 0.0 0.0°k Cit Attome $ 192,580 0.0 $4479,074 $ $ 121913 $ 121,913 -2.0 -2.0 0.0 -2.0 0.0 2.7°~ Economic Develo meat $ 59,677 -1.0 $1,000,205 $ $ 70,972 $ 70,972 -1.0 0.0 -1.0 -1.0 0.0 7.1% Buildin $ 150,000 0.0 $9,081,356 $ $ $ 0.0 0.0 0.0 0.0 0.0 0.0% Plannin $ 84,294 0.0 $3,328,834 $ 109590 $ 60,262 $ 169,852 -3.0 -3.0 0.0 -3.0 0.0 5.1°h TCD $ 245,958 -1.0 $3,149301 $ 61,538 $ 100,537 $ 162,075 -1.0 -1.0 0.0 -1.0 0.0 5.1% Nei hborhood Services $ 564,308 -8.0 $5,665,892 $ 213,734 $ $ 213,734 -1.0 -1.0 0.0 -1.0 0.0 3.8% Parks 8 Recreation $ 1,475,901 -14.0 $31,556,141 $ $ 107683 $ 107,683 -2.0 0.0 -2.0 0.0 -2.0 0.3°h Public Works $ 869,960 -7.5 $6,768 589 $ 93,506 $ 117,374 $ 210 880 -3.0 -2.0 -1.0 -2.0 -1.0 3.1°h CIP $ 33,990 0.0 $3,500,926 $ $ $ 0.0 0.0 0.0 0.0 0.0 0.0°k Police $ 1459,273 -25.0 $81,335,284 $ 167,373 $ 1,171371 $ 1,338,744 -14.0 -12.0 -2.0 -2.0 -12.0 1.6°k Fire $ 649,307 -3.0 $50,417,121 $ 110,000 $ 854,283 $ 964,283 -3.0 0.0 -3.0 0.0 -3.0 1.9% Ci ide $ 806,000 0.0 12,016,849 $ $ 80,000 $ 80,000 0.0 0.0 0.0 0.0 0.0 0.7% Cit ide Securit $ 144,805 0.0 $ 285,763 $ 285,763 Subtotal $ 8 136 733 -77.0 $ 228 327 685 $ 810 382 $ 3 374 362 $ 4184 744 -36.0 -27.0 -8.0 -18.0 -18.0 1.8% Transfers Ca ital Reserve $ 2 500 000 0.0% Pa -As-You-Go Ca Ital $ 7,500,000 $ 2,500,000 $ $ 2,500,000 33.3% Info S Comm. Tech Fund $ 1,400,000 $ 300 000 $ $ 300,000 .21.4°k Ca Ital Investment U kee Acct $ 2000,000 $ 1,000,000 $ $ 1,000 000 50.0°k Renewal and Re lacement Fund $ 3,083,236 $ 151,194 $ 713,068 $ 864,262 28.0°k Homeowners Dividend $ 4,900,000 $ $ $ $ Transfer to Risk Fund $ 1000 000 $ $ $ $ Transfer to 11 % Reserve $ 3,338,419 $ $ $ $ Internal Service Fund Ad ustment $ 2,112 991 Pension Ad'ustment $ 1344 678 Total General Fund $ 17 375152 -77.0 $245 578 234 S 4 761 576 $ 4 087 430 $ 8 849 006 -38.0 -27.0 -9.0 -18.0 -18.0 3.6°~ Internal Serviee Funds Information Technolo $ 774,482 -3.0 $ $ 173 666 $ 173,666 -3.0 -2.0 -1.0 -3.0 0.0 Risk Mana ement $ 325,443 -0.5 $ $ $ 0.0 0.0 0.0 0.0 0.0 Central Services $ 10,725 0.0 $ $ 4,412 $ 4 412 0.0 0.0 0.0 0.0 0.0 Pro rt Mana ement $ 199,419 -4.0 $ 177,402 $ 70,224 $ 247,626 -3.0 -3.0 0.0 0.0 -3.0 Fleet Mana emeM $ 98,940 -1.0 $ $ 100,364 $ 100,364 -2.0 0.0 -2.0 0.0 -2.0 Total Internal Service Funds $ 1409 009 ~.5 $ 177 402 S 348 666 $ 528 068 -8.0 -5.0 -3.0 -3.0 S.0 Enter rise Funds Convention Center $ 48,821 0.0 $ $ $ 0.0 0.0 0.0 0.0 0.0 Sanitation $ 256,060 -2.0 $ 701,683 $ $ 701,683 -14.0 -1.0 -13.0 -1.0 -13.0 Sewer $ 79,993 -1.0 $ 119,360 $ $ 119,360 -3.0 -3.0 0.0 0.0 -3.0 Water $ 200,508 -6.0 $ 142,392 $ $ 142,392 -4.0 -3.0 -1.0 0.0 -4.0 Stortnwater $ 111 316 1.5 $ 377 772 $ $ 377 772 -1.0 -1.0 0.0 0.0 -1.0 Parkin $ 468 274 0.0 $ 537 913 $ 41 000 $ 578,913 -47.0 -3.0 -44.0 -1.0 -46.0 Total Ente rise Funds $ 1 164 872 -7.5 $ 1 879 120 $ 41 000 $ 1 820 120 -68.0 -11.0 -58.0 -2.0 X7.0 Grand Total $ 19 949 133 -93.0 $ 6 818 098 $ 4 477 096 $ 11 295 194 -113.0 -43.0 -70.0 -23.0 -90.0 0 as of 7/10/08 FCWPC ATTACHMENT B -MINIMAL SERVICE IMPACT EFFICIENCIES, REOGANI2:ATIONS, ETC. Positions Cum. Dept. Total Proj. Mgt 8 Non GENERAL FUND I m act I m ct I m act Vacant Filled Admin M t Police Support. Eliminate Clerk Typist -The duties would be absorbed by the Admin Aide I osition remainin $ 40 686 $ 40 686 -1 -1 -1 Eliminate one (1) Clerk Typist (Patrol, Administration) -Handles administrative work for Patrol Shift to include payroll and data entry -The function has been absorbed by the Administrative Sergeant due to recent o anizational than es $ 39 501 $ 80,187 -1 -1 -1 Replace 3 Police officers needed for coverage of the detention facility with detention officer positions. Detention officers are better trained and have specific job classifications for the handling and processing of arrested individuals. It is more efficient and effective to place detention officers in this sitions than sworn lice officers. $ 75 206 $ 155 393 0 Patrol. Return SP RDA building to City for leasing opportunities. Figure represents savings of operating expenses only: Cleaning services, alarm monitoring, electric services, photocopier lease and office supplies - There is no im act on the delive of lice services to this area $ 11 980 $ 167 373 0 Fire Convert eigl#{8) five (5) sworn firefighter positions to civilian inspectors and re-assign firefighters to shift to replace eigf~t{S~five (5)- replacing fire fi hters as the retire $ 110 000 $ 110 000 0 Nei hborhood Services Replace Neighborhood Services Department Director position with Code Compliance Division Director position $ 73 834 $ 73 834 0 0 Eliminate Code Administrative Manager. Function will be absorbed by Business Liaison osition Customer Service Mana er 77,320 $ 151 154 -1 -1 -1 Convert 3 Full Time Code Officers Positions (anticipated to be vacant by promoting into 3 Code Admin positions) into 3 Part-time Code Officer Positions: These 3 part time positions would handle all the special details, animal ordinance, flyers/handbills, vendors, graffiti and any other s ecial details r nested throw hout the ear $ 62,580 $ 213 734 0 0 Public Works Eliminate Capital Projects Coordinator -shifting functions to operations supervisor in Streets and Streetlighting -decreased emergency repairs anticipated due to CIP program -This position has beeen vacant for one ear $ 93 506 $ 93 506 -1 -1 -1 Pfannin Eliminate Vacant Administrative Asst. I - 1014-001, Dev. Board - Processes all applications related to the BOA, administers the public hearing process (being performed by AS-OAlll) $ 47 800 $ 47,800 -1 -1 -1 Convert Planner to OAIV- Assists Development Review Board A lications Board Pre aration $ 13 990 $ 61 790 0 0 Administrative Asst. I -Unoccupied -Dev. Board -Duties will be absorbed in Department $ 47 800 $ 109 590 -1 -1 -1 TCD Eliminate the Cultural Facilities Manager Position (Currently Vacant): This position has been vacant since November 2007. Since that time SMG has assumed added responsibility. This proposal would require the venue manager (SMG Employee) to continue with added responsibilities $ 61 538 $ 61 538 -1 -1 -1 Communications Convert 2 Media Assistants to Professional Service contracts -currently usin rofessional services as ositions are vacant S 11,750 $ 11,750 -2 -2 -2 Human Resources/Labor Relations Eliminate Vacant HR Tech II (Recruitment) Position (and Medicare) - duties reassigned to other existing HR staff due to department restructurin and reassi nment of duties $ 42 891 $ 42 891 -1 -1 -1 Transfers Reduce Pay-As-You-Go funding to reflect FY 2008/09 funding needs $2 500 000 $ 2 500 000 0 e uce n orma ion an ommunica ions ec no ogy n mg ore e FY 2008/09 fundin needs $ 300 000 $ 300 000 0 Reduce capital investment upkeep account funding to reflect FY 2008/09 funding needs $1 000 000 $ 1 000 000 0 uce renews and rep acement nding to re ect 08/09 nding needs -South Pointe Renewal and Replacement South Pointe dedicated tax increment revenues $ 151 194 $ 151 194 0 Total General Fund $ 4 761 576 -10 -8 -2 -10 0 Positions INTERNAL SERVICE FUNDS Im act Cumulative Department Im act Total Im act Vacant Filled Mgt.B Admin Non M t Pro Mana ement Reduce 3 vacant positions (Electrician, A/C Mechanic & Plumber) - Positions have been vacant for 6 months or more without significant im act.3 $59134 $ 177,402 $ 177,402 -3 -3 -3 Total Internal Services Funds $ 177 402 -3 -3 0 0 -3 Cumulative Department Total Mgt.B Non ENTERPRISE FUNDS Im act Im ct Im act Vacant Filled Admin M t Sanitation Restructure to Reclassify 1 WD supervisor ($58,427) to a HEO 1 $33 280 both vacant $ 25 147 $ 25 147 0 Restructure to Reclassify 1 HEO 2 ($58,427) to a HEO 1 ($33,280) (both vacant $ 25 147 $ 50 294 0 Eliminate Clerk T ist sition current) filled $ 55 976 $ 106 270 -1 -1 -1 Solid waste franchisees to provide litter can collection and disposal citywide, six (6) days a week (contingent on three year renewal of the franchise a reement -PENDING FURTHER ANALYSIS $ 595 413 $ 701 683 -13 -1 -12 -13 Sewer Eliminate one (1) Asst. Pumping Mechanic, one (1) HEO I, one (1) Sewer Pi fitter $ 119 360 $ 119 360 -3 -3 -3 Water Cut three 3 MSW II's and one 1 Control Room 0 erator $ 142 392 $ 142 392 -4 -3 -1 -4 Stormwater Eliminate one (1) HEO I -position has been vacant for some time and functions have been absorbed $ 41,772 $ 41,772 -1 -1 -1 Suspend funding for catch basin and pipe cleaning in North Beach due to CIP projects underway in that area (Normandy Shores & Normandy Sud). CyGical Geanin is a mandato element of an effective NPDES com liance r ram. $ 150,000 $ 191,772 0 Suspend funding for ouffall cleaning in North Beach due to CIP projects underway in that area (Normandy Shores & Normandy Sud). CyGical Leaning is a mandato element of an effecfive NPDES com liance ram. $ 186,000 $ 377,772 0 Parkin Outsource Enforcement Unit (36 PESI - FT, 6 PEST - PT, 3 PESII - FT) 44 filled positions, 1 vacant positions) to achieve savings by last 3 months of Fiscal Year -ANNUAL SAVINGS OF APPROX $1,430,000 - PENDING FURTHER ANALYSIS $ 357 000 $ 357 000 -45 -1 -44 -45 Reduce Marketing by 10% -Advertisements in Newspapers and periodicals -reductions in promotional materials. Office of Communications will provide services with the remaining $71,000 for marketin throw h a coordinated marketin a roach $ 8 000 $ 365 000 0 Reduce contract sign maintenance. IMPACT the implementation of the initiative to contract a sign maintenance crew for graffiti removal and maintenance of parking regulatory signs. $ 62 000 $ 427 000 0 Reorganize Department, eliminating Assistant Director, and 3 Parking Specialists and replace with 1 Parking Ops Supervisor, and 1 Meter Technician II $ 110 913 $ 537 913 -2 -2 -1 -1 Total Enter rise Funds $ 1 879 120 -69 -11 -58 -2 -67 ATTACHMENT C -SERVICE REDUCTIONS Positions Im act Cumulative Department Im act Total Im act Proj. Vacant Mgt 8 Filled Admin Non- Admin GENERAL FUND Police Reduction of unfilled vacancies in Patrol. Planned staffing increases to Afternoon Shift ATV (2 Officers), increase to the 4th Shift (5 Officers), and anticipated increases to Midnight shift (5 Officers) will be impacted. Although the increase of staffing would be ideal, Police is finalizing a new PaVol staffing plan which will provide more effective coves a and schedulin of officers. 1,171,371 1,171,371 12 12 12 Fire Reduce the Overtime Budgets (1210,1220) by im lementin ri iv I v li if uncivrpcful affer the fourth quarter ursue allowing an exception to the minimum staffing ordinance by providing for a reduction to 42 positions in instances of higher unanticipated leave. (Note: Projection based on unscheduled leave patterns and shift stren th of 184. 833 112 833 112 0 Reclassi 501 EMS Ca fain to Lieutenant $ 21,171 $ 854,283 0 $ 854 283 0 $ 854.283 0 Reduce one Nfeguard tower, rebca~ remaining towers and reduce 3 lifeguard ' ~ s. Note: Increases distance between remaini 28 sffinds. 125 000 TBO $ 854 283 - -3 -3 Nei hborhood Services $ , $ $ - Parks 8 Recreation F~wenaes$-~ 900 $0 Eliminate 4 out of 12 major outdoor events at $5,000 each. The Division also holds 53 smaller cultural Tamil and movie events free of char a to the ublic each ear $20,000 $20,000 0 $20,000 $20,000 0 Eliminate opening of SRYC on Saturdays and NSYC on Sundays for general activities excluding parties -The Division has been opening both of the youth centers on Saturday and Sunday, free of charge to residents. Represents staff time, including supervision. Revenues $ 0.00. NOTE'"' 8.398 total entries for the weekend for 2 youth tpntarc both Saturday and Sunday for 51 weeks equates to a total of 1 683 iv n h v f I in i n r h r. $48,553 $68,553 -2 -2 -2 $68, 553 Close each pool one day per week in Winter (November -February) -impacts 16 PT s $t00 640 TBD 5 88 553 TBD TBt) TBD Reduce Level of Service for Parks and Green Space contracted (all contracted) mowin from from B to C 34 to 30 cuts r ear with litter service on those da s $ 39,130 $ 107 683 0 Reduce Level of Service fw Parks and Green Space contracted and in-house litter, hedge trimming, matching, ebc. from B to C at various fi3cifites(litter fnxn 5 to 3 x per week. pruningftcimming from every 2 weeks to every 3 weeks, weed control from every 4 weeks to every 5 weeks, muk;hir~j from 10 weeks to every 12 weeks) - 3 F-f and 1 PT positions impacted -recreation sffiff wail supplement lit6er control a2 staffed factHties ($315 252 BD 107 883 BD BD Bp Positions Cumulative Department Total Proj. Mgt 8 Non- Im act Im ct Im ct Vacant Filled Admin Admin Public Works Eliminate Administrative Aide II for payroll, clerical, etc. by consolidating functions with other Gericals in Department - Increase in clerical workload by 40% between roll and rocurement activities. $ 62,201 $ 62 201 -1 -1 -1 Eliminate Bicycle Coordinator Position -duties combined with Transportation coordinator. Loss of position will mean that there will be no position focused solely on bi etrans rtationmatters. $ 55,173 $ 117,374 -1 -1 -1 Economic Develo ment Advertising for co-sponsored business seminars partnering with the Small Business Development Council (SBDC) $ 2 500 $ 2 500 0 Eliminate Administrative Secretary -duties will be transferred to remaining Gericel staff (payroll, processing invoices, support to Collins Park Oversight Committee, researoh,etc.) $ 68,472 $ 70,972 -1 -1 -1 Plannin Eliminate Dev. Review Planner (Vacant)- processes building permit applications, $ 60 262 $ 60,262 -1 -1 -1 TCD Privatize Byron Carlyle Theater - RFP would need to be issued, Commission selection and agreement negotiated. Projected savings annual savings is $181,610. The Byron is projected to generate $110,120 in revenue in FY 09. 3 months of savin s are assumed for FY 09 with full ear savin s innin in FY10 $ 60,537 $ 60,537 0 Reduce Arts in the Parks to six events rear $ 40,000 $ 100 537 0 Communications Reduce Citypage to biweekly (less frequent opportunity to communicate timely with ublic $ 14,000 $ 14,000 0 $ 14,000 0 Reduce MBTV locally originating programming by approximately 50% will eliminate MB Radio, reduce CityVision to Bi-Monthly (eliminate 1 Media Assistant contract position - $ 46,885). Eliminate 1 videographer contract position - $16,100. Reduce Still photographer/video programmer hours by 50% - $5,400.) Eliminate special, long format prorgams, e.g., "Survey Says," "Plan & Prepare Miami Beach," Planned Progress: CIP Program; "'MB Culture." Eliminate creative (video) Public Service Announcements. Reduce Office Supplies 50% -$1,250. Reduce Other Operating ex nse 50%-$4 800 $ 74,435 $ 88,435 0 Reduce MB magazine to 4x a yr (quarterly) from 6x bi-monthly (3 w/ Rec Rev). Postage 26,400/printing 40,000/fulfillment 5,500 (0324), prof svc 6,000. Advertising revenue loss $49 226.00 ea issue $24 613 revenue $ 77 900 $ 166,335 0 Finance Eliminate FA2 in Customer Service, impacting processing of lotteries and issuance o certified lien statements $ 75,005 $ 75,005 -1 -1 -1 Eliminate FS2 in Revenue Section, impacting reconciling of revenues and annual audit re aration $ 59,330 $ 134,335 -1 -1 -1 Procurement Eliminate Administrative Aide I position. Total starting salary is $33,643 plus 1.45% Medicare, $5,000 health benefits. Clerical duties and responsibilities would be transferred to Office Associate V (OAVj. OAV is currently involved in processing purchase requisitions to purchase orders thus, the time for issuance of POs will increase from 16 to 30 days. The amount of days it takes for evaluation committee packages to be distributed may increase from 2 days. Customer service may be affected adversely as a result of not having a "receptionist' to greet all visitors and/or answer all incoming calls from internal and external customers. The time it takes to update the vendor campaign database may increase from 5 days, advertisements and posting in various bid notification agencies may increase from 5 days, distribution of POs to departments and vendors may increase from 2 days, and to respond to public records requests may increase from 5 days. The lack of typing support may result in delays in the completion of agenda items $ 39,131 $ 39,131 -1 -1 -1 Eliminate Temporary Labor. This will result in no-back-up for absences of staff and no additional support during high volume periods at the start and end of the fiscal year. The time it takes to issue purchase orders and blanket purchase orders at the start of the fiscal year will increase by 30 days -from 30 to 60 days. Additionally, the time it takes to close-out existing POs and BPOs in EDEN will increase by 10 days -from 5 to 15 da s. $ 9,000 $ 48,131 0 Positions Im act Cumulative Department Im act Total Im ct Proj. Vacant Filled Mgt 8 Admin Non- Admin Human ResourceslLabor Relations Reduce Training and Awards (professional developmental opportunities; SHRM Certification and F~cam, etc.) - Impact on staff will be reduced leadership and career develo mental o rtunities $ 15,000 $ 15,000 0 Freeze approximately 1/4 of the vacant Labor Relations Director Position (Salary, Allowances, Dues and Memberships, Phone, etc.) -leaving $77,000 for a professional services agreement (PSA) to be negotiated for individual to hear Step III grievances and help with upcoming labor negotiations with all five (5) collective bar ainin units unions 40,403 55,403 0 C' Attome Cut vacant Sr. Assistant City Attorney position which was unfunded as part of the FY 2007/08 efforts to accommodate the tax roll-back enacted by the State of Florida in 2007. Total savings for FY 2007!08 were calculated at $110,692. No moneta impact in FY 2008/09 but total number of budgeted positions will decrease by 1 _ _ 1 1 1 Cut one of two vacant First Assistant City Attorney positions-work to be divided among current staff. Monetary impact to FY 2008/09 Budget is composed o $115,242 in salary, $1,671 in Medicare, $5,000 in Health Insurance. 121,913 121,913 1 1 1 Ci ide Reduce Holiday Decorations to $125,000 - Curzent cost is estimated at $205,000 for installation, maintenance and approximately $40,000 in storage costs $ 80,000 $ 80,000 0 rwrYp~ s~~na to Gitvwide Accounts by 10% Funding for Hot Meals -JCS TBD $ 80,000 Funding fot Oouglaa GeMens TBD $ 80,000 Fundi for Sta C. Meyers TBD $ 80 000 Fundi for and dins club TBD $ so,ooo Contributions for CuRural Arts CouncU - $801,375 to be separately funded from Que-hY of Life Furrds TBD $ 80,000 Contributions for Garden Center TBD $ 80,000 F for Dade Coun D TBD S 80,000 F for Festival ~ the ARs TBO $ 80,000 Funding for Jewish Museum TBD $ 80,000 Fundi for 4th of Juty Celebration TBD $ 80.000 Funding for Latin Chamber of Commeroe TBD $ 80,000 Funding for Miami Beach Chamber/Construction $20,000 TBD $ 80,000 Funding for Miami Beach GhamtrerNisitor Center TBD $ 80,000 Fu ~ for Miami Design Preservation League TBD $ 80,000 Funding for f+Aonuments TBD $ 80,000 Funding for North Development Corp TBD $ 80,000 Funding for Orange. Bowl TBD $ 80,000 Funding far Sister Cities TBD S 80 000 Funding for S B~dVGreater tvtaimi Hispanic Chamber TBD $ 80,000 Fuf>dmg for Vote Miami Beach TBD S 80,000 Reduce Citywide contracted security expenditures while ensuring. priority areas are maintained beach walks and boardwalks, Lincoln Road, etc. , $ 285,763 $ 365,763 0 Transfers Reduce Renewal and Replacement Funding for Life Safety and critical projects only $ 713 068 $ 713 068 0 Total 4,087,4 0 -26 -19 -7 -8 -18 Positions Cumulative Department Total Proj. Mgt & Non- Im act Im act Im act Vacant Filled Admin Admin INTERNAL SERVICE FUNDS Information Technol Eliminate 1 out of 7 Senior Systems Analysts positions. This will impact the .NET development environment for online citizen services by increasing the time to develop and maintain all online a lications. $ 62,514 $ 62,514 -1 -1 -1 Eliminate 1 out of 3 Systems Analysts positions. This will impact the schedule to com lete the Ci s new website redesi nand overhaul ro' $ 57,535 $ 120,049 -1 -1 -1 imrna e n o a es osi ion ou o e e p es is open rom to 5:00. This impacts ability to answer over 23,000 phone calls a year. The Help Desks abandoned call rate is currently at 4% which is at the industry benchmark standard. The greatest impact will be to Parking, Fire, Police, Building, Code and Fleet by reducing the ability to take calls by 33 percent. These listed users make up 50% of the calls received yearly. Also impacts the time to resolve level 1 helpdesk related incidents, tickets that can be resolved by the Helpdesk would be forwarded to Field Support Personnel, thereby increasing resolution time by over a week in addition to the impact to the Field Tech's prior assignments. This Help Desk Technician also handles offsite tape storage and rotation duties, lockbox and assessor loads for Permits Plus. $ 53,617 $ 173,666 -1 -1 -1 Central Services uce number o u agenda s om 31 to 19, and reduce the number pnnte on Friday from 13 to 10, thereby reducing overtime ($880), paper costs ($3,432), other mist costs ($100). And on Monday am, only 8 instead of 15. All other printed agenda would be replaced by the Clerk sending a link to the agenda on the web site. Interested parties still wishing a book can pay the current fee based on cost ($10 - $40 $ 4,412 $ 4,412 0 Pro Mana ement Repairs & Maint Supplies - 10% Reduction -May create a situation of deferred maintenance resulting in increased overall maintenance cost $ 70,224 $ 70,224 Fleet Eliminate (1) Lead Mechanic Position that multi-tasks as support Supv, Quality Control Inspector and Mechanic (Prioritizes and expedites work flow) Impact will be delayed work and reduction in quality inspections, both in-house and vendor. Increased downtime for customer. No Support for supervisor during vacation, training and sick Ume events $ 59,977 $ 59,977 -1 -1 -1 Eliminate 1 of 2 Fleet Svc Reps (Public Safety Customers Service Writer: Initial Customer contact person who writes service orders, prioritizes, schedule and expedites work for mechanics and vendors, maintains Customer and Vendor communication, and performs fuel daily monitoring, ordering and weekly reconciliation as required by DERM). Impact will be some backlog of work waiting for scheduling causing delays for repair. No prioritzation except Police and Fire. Increased down Ume, no follow up for PM schedules not being met by customer. Increase in more costly repairs. Shorter life expectancy. Fuel ordering and monitoring would be impacted. Expect increase in DERM violations because of lack of due diligence in completing paperwork $ 40,387 $ 100,364 -1 -1 -1 ENTERPRISE FUNDS Parkin Scheduled replacements of 2 VMS signs purchased in 1999 (we have a total of 10 VMS signs) IMPACT: compromise traffic flow since we lose the ability to inform visitors/residents regarding Park-N-Ride, parking availability, special events, etc. These signs are down about 5% of the time, however previous experience with other signs reflect an increase in down of approx 75% to 100% after 10 years $ 41,000 $ 41 000 0 ATTACHMENT D -REVENUE ENHANCEMENT ALTERNATIVES Fiscal Impact ~ Department ~ Cumulative FUND Police Implement fuel surcharge for off-duty work (e.g. an increase of $4/hour with a minimum of Ilncrease Transport Fees consistent with proposed County fee increase 1 $ 720,000 1 $ 720,000 1 $ 360,0001 $ 1,080,000 ~ Increase sidewalk fees by $2.50 from $15lyear per foot (The current square footage 47,721 times $2.50/year =. $119,302.50/year) TBD TBD $ 1,080,000 Parks and Recreation Increase S. FI Resident summer rates by $10 (summer weekday: $70 to $80, summer .weekend $85 to $95. shoulder $85 to $95, peak $115 to $125) $48,000 $48,000 Increase non-resident rack rates $5 (summer: $95 to $100, shoulder $120 to $125, peak Establish wedding ceremony permit fees - Establish a $250 permit fee. City averages a roximatel 100 beach ceremonies er ear. -Discount fee of $125 for residents $ 25,000 $ 25,000 Require permits and establish fees for promotional distribution acitvities -Commerical entities frequently use the city public rights of way to distribute promotions products. The City has found that this creates a problem for sanitation, specifically when it occurrs on the beach. The Administration recommends regulating the activity and charging permit fees. A $2,000 permit fee is being proposed. The City would also require a security deposit and impose fines if a permit was not obtained. $ 50,000 $ 75,000 800 800 $ 1,162,8001 000 ENTERPRISE FUNDS Sanitation 0 0 $ _ Increase RollOff ermit fee from 16% to 18°/, $108,653 $ 108,653 ° o $ 108,653 $ 108,653 Parkin Eliminate visitor hang tags and replace with daily coupons $ 120,000 $ 120,000 $ 120,000 Increase Hourly Rate at Meters by $0.25 in S. Beach from $1.00 per hour to $1.25 per hour - concurrent with implementation in-car meter allowing residents to get discounted to $1.00 erhour $ 2,393,472 $ 2,513,472 Increase Meter rental fee from $10 to $17 recover the avg revenue loss per space per day, administrative char es, etc. $ 195,000 $ 2,708,472 $ 2,708,472 Note: Proposed Water, Sewer and Stormwater Fees will be presented separately