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Res No 143-10-13177RESOLUTION NUMBER: 143 -10 -13177 A Resolution of the Mayor and City Commission of the City of South Miami, Florida, relating to the City's 2010 /2011 fiscal year budget; advising the Miami -Dade County Property Appraiser of its proposed millage rate of 5.1452 mills; its roll -back rate of 5.1452 mills and announcing the dates of public hearing to consider the proposed millage rate and tentative budget; providing an effective date. WHEREAS, Florida Statute 200.065 requires; (1) that within 35 days of Certificate of Value; (2) "each taxing authority shall advise the property appraiser of its proposed millage rate, of it rolled -back rate computed pursuant to sub - section; (3) and of the date, time and place which a public hearing will be held to consider the proposed millage rate and tentative budget'; and WHEREAS, the Certification of Value was made on July 1, 2010; and WHEREAS, the City Administration has computed the proposed millage rate and the rolled -back rate; and WHEREAS, the Mayor and City Commission wish to comply with the aforesaid Statute. NOW, THEREFORE, BE IT RESOLVED BY THE MAYOR AND CITY QSSION OF THE CITY OF SOUTH MIAMI, FLORIDA: Section 1. That the City Administration advises the property appraiser that the proposed millage rate of City of South Miami, Florida for the 2010/20011 fiscal year budget is 5.1452 mills. The rolled -back rate computed pursuant to sub - section (1) of Florida Statute 200.065 is 5.1452 mills. Section 2. That date, time and place at which public hearing shall be held to consider the proposed millage rate are as follows: 1. First Budget Hearing- September 14, 2010 at 7:30 p.m., in the City Commission Chambers, 6130 Sunset Drive, South Miami, Florida. 2. Second Budget Hearing -, September 28, 2010 at 7:30 p.m., in the City Commission Chambers, 6130 Sunset Drive, South Miami, Florida. PASSED AND ADOPTED this 27thdayof July. 2010 ATTEST: APPROVED: 0:�� - CITY CLERK Page 1 of 2 100 Res. no. 143 -10 -13177 REAP A D APPROV �D O FORM: CITY ATTORNEY Page 2 of 2 Commission Vote: 3 -1 Mayor Stoddard: absent Vice Mayor Newman: yea Commissioner Beasley: yea Commissioner Palmer: Nay Commissioner Harris: yea South Miami NI•AmadcaCft ....... CITY OF SOUTH MIAMI r OFFICE OF THE CITY MANAGER ° INTER - OFFICE MEMORANDUM 2001 To: The Honorable Mayor & Members of the City Commission From: Buford R. "Randy" Witt, Acting City Manager % G %a, Copy: Alfredo Riverol, Finance Director Date: July 27, 2010 Agenda Item: 444(ww 04 Subject: Tentative Millage Rate for FY 20 10-1 1 Request: A Resolution of the Mayor and City Commission of the City of South Miami, Florida, relating to the City's 2010/2011 fiscal year budget; advising the Miami -Dade County Property Appraiser of its proposed millage rate of 5.1452 mills; its roll -back rate of 5.1452 mills and announcing the dates of public hearing to consider the proposed millage rate and tentative budget; providing an effective date. BACKGROUND & ANALYSIS The procedures and timetables for taxation and the establishment of the Budget are governed by a series of rules of the State of Florida. These rules are generally referred to as TRIM (Truth in Millage). This resolution deals with the establishment of the maximum millage rate, rollback millage rate, and scheduling formal budget public hearings in accordance with TRIM. MAXIMUM MILLAGE RATE A primary source of revenue for municipal government is the property ad valorem tax. Property taxes applied to commercial and residential real property and also for commercial personal properly. The rate at which property is taxed is referred to as the millage rate. The amount of taxes paid by a property owner is determined by multiplying the millage rate times each $1,000.00 of assessed property value. Local jurisdictions are required, at the beginning of the budget process, to establish a maximum millage rate. This rate will be advertised by the City and also delivered to the Miami -Dade Property Appraiser. The rate can be decreased by the Commission during the budget process, but it cannot be increased except under extraordinary circumstances. The proposed millage rate being put forth at this time is 5.1452 mills, which represents the rolled -back rate. The Miami -Dade County Properly Appraiser has certified the Taxable Value within the City of South Miami at $1,422,628,241. This valuation represents a 7.3% decrease over the FY 2009 -10 level of $1,534,277,946. Below please find a detail breakdown of the City's new taxable value. Tax Assessed Value Breakdown for the City of South Miami: Residential - Single -unit residential properties (single family, condos, townhouses, NOT duplexes, $651,294,435 apartments, etc): Commercial - Including multi family and $699,621,928 government/institutional. Personal Property: $71,711,878 CITY TOTAL TAXABLE VALUE: $1,422,628,241 This decrease is attributable to the continued economic downturn that we have been experiencing. Property values have decreased dramatically; which is evident in the City's taxable value. We therefore recommend a proposed millage rate of 5.1452 mills. This level will allow this City to continue with regular operations and on -going projects. The Commission will still have the ability to re- consider the rate during the budget hearings. Rolled -back Millage Rate Cities are also required to calculate what is known as the "Rolled -back Millage Rate'. This is the calculated tax rate at which the City would receive the same ad valorem revenue as in the previous year, excluding current year new taxable values (New Construction, additions, etc.). Since there has been an overall decrease in the total assessed property value, the rolled -back millage rate is higher than our previous year millage rate of 4.9526. The current year rolled -back millage rate is 5.1452. Budget Hearing Schedule The City is required to hold two formal Budget Public Hearings. There are guidelines on when these hearings must be held. Additionally, a local municipality cannot hold a budget hearing on the same date 'as either the County or the School Board. There are also special advertising requirements for these hearings. It is recommended, given these constraints, that the following schedule be established: First Budget Hearing Tuesday September 14, 2010 City of South Miami City Hall 7:30PM Commission Chambers 6130 Sunset Drive South Miami, FL 33143 Second Budget Hearing Tuesday September 28, 2010 City of South Miami City Hall 7:30PM Commission Chambers 6130 Sunset Drive South Miami, FL 33143 In addition, it is recommended that the Budget Workshop be scheduled as follows: Budget Workshop Wednesday August 11, 2010 City of South Miami City Hall 9:OOAM Commission Chambers 6130 Sunset Drive South Miami, FL 33143 CERTIFICATION OF TAXABLE VALUE R. 6110 R. 6/10 Rule 12D- 16.002 Florida Administrative Code Year 2010 County Miami -Dade Principal Authority CITY OF SOUTH MIAMI Taxing Authority CITY OF SOUTH MIAMI SECTION is COMPLETED BY PROPERTY APPRAISER 1. Current year taxable value of real property for operating purposes $ 1,350,916,363 (1) 2. Current year taxable value of personal property for operating purposes $ 71,711,878 (2) 3. Current year taxable value of centrally assessed property for operating purposes $ 0 (3) 4. Current year gross taxable value for operating purposes (Line 1 plus Line plus Line 3) $ 1,422,628,241 (4) (13) Current year net new taxable value (Add new construction, additions, rehabilitative Dedicated increment value, if any (Sum of either Line 6b or Line 7e for (1llDR•410TIFforms) $ 127,685,418 5. improvements increasing assessed value by at least 100 %, annexations, and tangible $ 36,192,476 (5) (15) personal property value over 115% of the previous year's value. Subtract deletions.) Current year rolled -back rate (Line 13 divided byUne 15, multiplied by 1,000) 5.1452 per $1000 6. Current year adjusted taxable value (Llne4minu5Line5) $ 1,386,435,765 (6) 7. Prior year FINAL gross taxable value from prior year applicable Form DR-403 series $ 1,437,510,170 (7) 8' Does the taxing authority include tax increment financing areas? if yes, enter number of Yes r] No Number (8) worksheets (DR- 420TIF) attached. If none, enter 0 Does the taxing authority levy a voted debt service millage or a millage voted for 2 years or the forms Yes Z No Number (9) 9. less under s, 9(b), Article VII, State Constitution? (If yes, enter number of o DR- 420DEBT, Certification of Voted Debt Milloge for each debt service levy.) Property Appraiser Certification I certify the taxable values above are correct to the best of my knowledge. LU WSignature of Property Appraiser Date in S SECTION If: COMPLETED BY TAXING AUTHORITY If this portion of the form is not completed in FULL your authority will be denied TRIM certification and possibly lose its millage levy privilege for the tax year. If any line is not applicable, -0 -. 10. Prior year operating millage levy ( lfprioryearmil loge was adjusted then use adjusted millage from Form DR -422) 4.9526 per $1,000 (10) 11. Prior year ad valorem proceeds (Line7 multiplied by Line 10, divided by 1,000) $ 7,119,413 (11) 12 Amount, if any, paid or applied in prior year as a consequence of an obligation measured by a dedicated increment value (Sum of either Lines 6c or Line 7o for all DR- 42077F forms) $ 642,946 (12) 13. Adjusted prior year ad valorem proceeds (Line 11 minus Line 12) $ 6,476,467 (13) 14. Dedicated increment value, if any (Sum of either Line 6b or Line 7e for (1llDR•410TIFforms) $ 127,685,418 (14) 15. Adjusted current year taxable value (Line6minusLine 14) $ 1,258,750,347 (15) 16. Current year rolled -back rate (Line 13 divided byUne 15, multiplied by 1,000) 5.1452 per $1000 (16) 17. Current year proposed operating millage rate 5.1452 per $1000 (17) 18. Total taxes to be levied at proposed millage rate (Line 17 multiplied by Line 4, divided by 1,000) $ 7,319,707 (18) Continued on page 2 DR -420 R.6/10 Page 2 Instructions on page 3 County Independent Special District (19) 19. TYPE of principal authority (check one) Z Municipality Water Management District o Principal Authority E] Dependent Special District (20) 20. Applicable taxing authority (check one) MSTU F-1 Water Management District Basin 21, Is millage levied in more than one county? (check one) f:] Yes E] No (21) a .®�t _ Mi �+rr,,� -, r :Lw.: [.• 'S brc - y+r u .1 Enter the total adjusted prior year ad valorem proceeds of the principal authority, all 22. dependent special districts, and MSTUs levying a millage. (the sum ofLlne 13 from all $ 6,476,467 (22) DR -420 forms) 23. Current year aggregate rolled -back rate (Line 22 divided by Line 75, multiplied by 7,000) 5.1452 per $1,000 (23) 24. Current year aggregate rolled -back taxes (Line 4 multiplied byline 23, divided by 7,000) $ 7,319,707 (24) Enter total of all operating ad valorem taxes proposed to be levied by the principal taxing $ 7,319,707 (25) 25 authority, all dependent districts, and MSTUs, if any. (total of Line 18 from all OR -420 forms) Current year proposed aggregate millage rate (Line 25 divided by Line 4,multiplied 5.1452 per $1,000 (26) 26. by 1,000) Current year proposed rate as a percent change of rolled -back rate (Line 26 divided by Line 0,00% (27) 27 23, minus 9 multiplied by 100) Date Time Place City Commission Chambers =headng 09/142010 7:30 PM 61 30 Sunset Drive, South Miami, FL I certify the millages and rates are correct to the best of my knowledge. The Taxing Authority Certification millages comply with the provisions of s. 200.065 and the provisions of either s. 200.071 or s. 200.081, F.S. Signature of Chief Administrative Officer Date cat oa 07272010 w S Title Contact Name Acting City Manager Buford R. Witt KA Mailing Address Physical Address 6130 Sunset Drive 6130 Sunset Drive South Miami, FL 33143 City, State, Zip Phone Number Fax Number South Miami, FL 33143 305 -663 -6318 305 - 663 -6345 Instructions on page 3 MAXIMUM MILLAGE LEVY CALCULATION PRELIMINARY DISCLOSURE: oEpARTMe�T For municipal governments, counties, and special districts OPREVENUf DR- 420MM -P R. 6/10 Rule 12D- 16.002 Florida Administrative Code Year 2010 County Miami -Dade Principal Authority CITY OF SOUTH MIAMI Taxing Authority CITY OF SOUTH MIAMI (5) 1 Isyourtaxing authority amunicipalityor independent special district that has levied ad valorem taxes for less than 5 years? Yes a No (1) IF YES, i . STOP HERE. SIGN AND SUBMIT. You are not subject to a millage limitation.,,, 2. Current year rolled -back rate from Current Year Form DR -420, Line 16 5.1452 per $1,000 (2) 3. Prior year maximum millage rate with a majority vote from 2009 Form DR- 420MM, Line 13 5.7543 per $1,000 (3)�' 4. Prior year operating millage rate from Current Year Form DR -420, Line 10 4.9526 per $1,000 (4) 6.0607 per $1,000 (10) 16. Minimum vote required to levy proposed millage: (Checkone) Adjust rolled -back rate based on prior year majority -vote maximum millage rate 5. Prior year final gross taxable value from Current Year Form DR -420, Line? $ 1,437,510,1 70 (5) 6 Prior year maximum ad valorem proceeds with majority vote (Line 3 multiplied by Line 5 divided by 1,000) $ 8,271,865 (6) T Amount, if any, paid or applied in prior year as a consequence of an obligation measured by a dedicated increment value from Current Year Form DR-420 Line 12 $ 642,946 (7) 8. Adjusted prior year ad valorem proceeds with majority vote (Line 6 minus Line 7) $ 7,628,919 (8) 9. Adjusted current year taxable value from Current Year form DR -420 Line 15 $ 1,258,750,347 (9) 10. Adjusted current year rolled -back rate (Line 8 divided by Line 9, multiplied by 7,000) 6.0607 per $1,000 (10) Calculate maximum millage levy 71 Rolled -back rate to be used for maximum millage levy calculation 6.0607 per $1,000 (11) (Enter tine 10 if adjustedorelse enter Line 2) 12. Change in per capita Florida personal income (See Line 12 Instructions) 9811 (12) 13. Majority vote maximum millage rate allowed (Line i l multiplied by Line 12) 5.9462 per $1,000 (13) 14. Two - thirds vote maximum millage rate allowed (Multiply Line 13 by 1.10) 6.5408 per $1,000 (14) 15. Current year proposed millage rate 5.1452 per $1,000 (15) 16. Minimum vote required to levy proposed millage: (Checkone) (16) 0 a. Majority vote of the governing body: Check here, if Line 15 is less than or equal to Line 13. The maximum millage rate is equal to the majority vote maximum rate. Enter Line 13 on Line 17. b. Two - thirds vote of governing body: Check here if Line 15 is less than or equal to Line 14, but greater than Line 13. The El maximum millage rate is equal to proposed rate. Enter Line 15 on Line 17. c. Unanimous vote of the governing body, or 3/4 vote if nine members or more: Check here if line 15 is greater than Line 14. El The maximum millage rate is equal to the proposed rate. Enter Line 15 on Line 17. d. Referendum: The maximum millage rate is equal to the proposed rate. Enter Line 15 on Line 17. 17 The selection on Line 16 allows a maximum millage rate of 5.9462 per $1,000 (17) (Enter rate indicated by choice on Line 16) 18. Current year gross taxable value from Current Year Form DR -420, Line 4 $ 1,422,628,241 (18) Continued on page 2 DR- 420MM -P R. 6/10 Page 2 19. Current year proposed taxes (Line U muftiplied by Line 18, divided by 1,000) $ 7,319,707 (19) Total taxes levied at the maximum millage rate (Line 17 multiplied by Line 18, divided by 8,459,232; (20) 20 1,000) Enter the current year proposed taxes of all dependent special districts & MSTUS levying a $ (21) 21 millage (Thesumofol/Lines 19 from each district's Form DR- 420MM -P) 22. Total current year proposed taxes (Line 19 plus tine 21) $ 7,319,707 (22) Total Maximum Taxes Enter the taxes at the maximum millage of all dependent special districts & MSTUS levying $ (23) 23 a millage (The sum ofalf Lines 20 from each district's Form DR-420 MM -P) 24. Totaltaxes at maximum millage rate (Line20pfus line23) $ 8,459,232 (24) Total Maximum Versus Total Taxes Levied 25 Are total current year proposed taxes on Line 22 equal to or less than total taxes at the Z Yes No (25) maximum millage rate on Line 24? (Check one) I certify the millages and rates are correct to the best of my knowledge. The miilages comply Taxing Authority ,certification with the provisions of s. 200.065 and the provisions of either s. 200.071 or s. 200.081, ES. Signature of Chief Administrative Officer Date 07/30/2010 W I% W Title Contact Name 3: Acting City Manager Buford R. Witt t7 Mailing Address Physical Address 6130 Sunset Drive 6130 Sunset Drive South Miami, FL 33143 City, State, Zip Phone Number Fax Number South Miami, FL 33143 305- 663 -6318 305- 663 -6345 Complete and submit this Form DR- 420MM -P, Maximum Millage Levy Calculation - Preliminary Disclosure, to your property appraiser with the Form DR -420, Certification of Taxable Value. Instructions on page 3 MIAMI -DADE COUNTY OFFICE OF THE PROPERTY APPRAISER JULY 1, 2010 - CERTIFICATION OF TAXABLE VALUE 2004 2010 PRELIMINARY TAXABLEVALUE P_ PERCENT TAXABLE BEFORE NEW PERCENT NEW 8 CHANGE TAXING AUTORITY VALUE CONSTRUCTION CHANGE CONSTRUCTION - FROM 2009 01 MIAMI 37,149,190,992 30,835,168,070 - 17.0% 631,289,820. -15.3% 011 MIAMI ( DOA) 11,037,426,431 9,444,604,050 - 14,4% 362,020,681 -11.2% 02 MIAMI BEACH 24,694,916,494 21,548,116,369 - 12.7% 556,626,578 -10.5% 0201 MB NORMANDY SHORES 117,709,157 100,693,548 -14.5% 1,289,587 Al A% 03 CORAL GABLES 12,710,135,969 11,681,585,759 -8.1% 142.391,361 -7A% 04 HIALEAH 9,488,619,671 7,718,435,945 -18.7% 32,277,726 -18.3% 05 MIAMI SPRINGS 990,211,809 894,280,376 -93% 8,254,944 -8.9% 06 NORTH MIAMI 2,823,674,799 2,171,371,296 -23.1% 65,073,418 -20.8% 07 NORTH MIAMI BEACH 2,269,795,183 1,803,859,206 -20.59% 3,137,071 -20.4% 08 OPA -LOCKA 932,162,334 782,697,833 - 16.0% 1,919,397 ,i' - -15.8% 09 SOUTH MIAMI 1,534,277,946 1,386,435,765 -9.6% 36,192,476 -7.31/6 10 HOMESTEAD 2,986,366,417 2,041,196,180 -31.6% 12,648,948 .8. -312% 11 MIAMI SHORES 798,148,808 718,047,005 .10.0% 3,126,818 12 SAL HARBOUR 2,521,905,497 2,361,278,221 -6.4% 7,724,080 13 SAY HARBOR ISLANDS 762,700,615 605,336,520 - 20.60/. 1,309,010 -20.5% 14 SURFSIDE 1,172,763,595 1,069,149,281 -8.8% 575,974 -8.8% 15 WEST MIAMI 357,744,826 310,105,431 -13.3% 609,782 n AY}+' -13.1% 16 FLORIDA CITY 719,973,937 545,962,087 -24.2% 5,071,758 - 23.5% 17 BISCAYNE PARK 168,621,920 130,934,288 .22.4% 560,327 " , 5 -22.00/. 18 EL PORTAL 104,823,739 86,008,071 - 17.9% 417,551. 22 - 17.6% 19 GOLDEN BEACH 712,373,295 639,873,315 - 10.20% 4,364,364 20 PINECREST 3,721,999,603 3,485,432,214 -6.4% 31,907,725 21 INDIAN CREEK 342,079,619 314,034,845 -8.2% 8,019,801 -5,9% 22 MEDLEY 2,024,478,858 1,870,491,056 -7.6% 13,257,506 -7.0% 23 N. BAY VILLAGE 939,526,353 675,745,036 -28.1% 16,056,183 -26.4% 24 KEY BISCAYNE 5,936,216,017 5,416,608,133 -8.8% 13,152,147 . 28. 0 K -8.5% 25 SWEETWATER 402,378,129 331,285,403 -17.7% 351,404 - 17.6% 26 VIRGINIA GARDENS 214,724,087 206,442,148 -3.9% 71,303 -318% 27 HIALEAH GARDENS 1,155,548,511 977,166,523 - 15.4% 10,871,540 x . -14.5% 28AVENTURA 8,063,834,953 7,241,443,347 - 10.2% 3,163,260 -10.2% 291SLANDIA 374,763 302,103 -19.4% 0 2n` -19.4% 30 UNINCORPORATED 68,236,064,758 57,440,621,825 -15.8% 491,849,367 -15.1% 31 SUNNY ISLES BEACH 6,131,641,645 5,175,875,235 - 15.6% 454,360,612; -8.2% 32 MIAMI LAKES 2,873,498,534 2,548,770,445 -113% 8,037,939 33 PALMETTO BAY 2,537,228,421 2,380,346,265 -6.2% 8,825,796 34 MIAMI GARDENS 4,503,604,818 3,704,052,338 -17.8% 13,050,515 -170% 35 DORAL 9,992,827,909 8,836,355,648 .11.6% 87,110,551 - 10.71% 36 CUTLER BAY 2,257,897,144 1,743,216,799 -22.8% 2,285,856 - 22.71/ COUNTY -WIDE 222,141,817,140 189,592,540,620 44,7% 2,675,807,288 . -13.4% FIRE AND RESCUE 132,173,049,648 112,392,626,244 45.0% 1,300,069,656 . - 14.0% LIBRARY 202,344,136,687 173,191,660,602 -14.4% 2,562,590,253 -13 -1% SCHOOL BOARD 234,917,614,208 201,784,116,032 -14.1% 2,676,503,428' -13.0% S FL WATER MNGT DIST 223,936,274,640 191,511,469,082 - 14.5% 2,676,503,428 -13.3% FL INLAND NAV DIST 223,936,274,640 191,511,469,082 -14.5% 2,676,503,428 THE CHILDREN'S TRUST 223,9$6,274,640 191,511,469,082 44.5% 2,676,503,428