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6CITY OF SOUTH MIAMI OFFICE OF THE CITY MANAGER INTER-OFFICE MEMORANDUM 2001 To: The Honorable Mayor Stoddard and Members of the City Commission Via: From: Date: October 16,2012 ITEM No. ___ _ Subject A resolution relating to the South Miami Community Redevelopment Agency (SMCRA) FY 2012-2013 Budget for Fiscal Year beginning October 1, 2012 and ending September 30, 2013, authorizing the expenditure of funds approved by the SMCRA Board and authorizing the Agency to transmit the adopted budget to Miami-Dade County for final approval. Background On September 10,2012, the SMCRA Board conducted their annual Budget Workshop to review prior year redevelopment achievements and provide funding recommendations for the FY 2012-2013 Budget. Following the September Budget Workshop, the Board held an advertised Budget Hearing on October 8, 2012 to incorporate final amendments and to approve the 2012-2013 Fiscal Year Budget. Board recommendations included a re-allocation of funding in the amount of $30,000 from Budget Line Item 18 (Community Pool Maintenance Account) to Budget Line Item 50 (School Assistance Program Account) This Board recommended funding allocation was initiated to facilitate building equipment improvements associated with the South Miami After School Program currently operating out of the Gibson-Bethel Community Center. Based on additional updated information received from the South Miami Finance Department concerning a recent two percent (2%) salary increase, an expenditure increase in the amount of $238 was initiated to the 2nd Chance Program line items (Numbers 21, 22 and 23). As a result of this expenditure increase, an expenditure decrease was conversely initiated to the Board amended School Assistance Program line item (Number 50) resulting in a final School Assistance Program account balance of$32,262. Based on the above referenced budget adjustments, total projected revenues now equal the total appropriations for expenditures (See Exhibit A). Approval of the attached resolution shall authorize actual expenditure of funds as allocated by the SMCRA Board during their October 8, 2012 Budget Hearing and shall authorize the Agency to transmit the adopted budget to Miami-Dade County for final approval. Recommendation Staff recommends approval of the attached resolution authorizing the expenditure of funding contained in the attached FY 2012-2013 Budget and authorizing transmittal of the adopted budget to Miami-Dade County for final approval. Attachments: Draft Resolution SMCRA FY 2012-2013 SMCRA Board Approved Budget Package SD:\CRA\City Commission Approval ofSMCRA FY 2012-2013 Budget 1 RESOLUTION NO. ____ _ 2 3 4 A resolution relating to the South Miami Community Redevelopment 5 Agency (SMCRA) FY 2012-2013 Budget for Fiscal Year beginning 6 October 1, 2012 and ending September 30, 2013, authorizing the 7 expenditure of funds approved by the SMCRA Board and authorizing the 8 Agency to transmit the adopted budget to Miami-Dade County for final 9 approval. 10 11 WHEREAS, on September 10, 2012, the SMCRA Board conducted their annual 12 Budget Workshop to review prior year redevelopment accomplishments and to provide l3 funding recommendations for the FY 2012-2013 Budget; and 14 15 WHEREAS, following the September 10, 2012 Budget Workshop, the SMCRA 16 Board conducted their annual Budget Hearing on October 8, 2012 to incorporate final budget 17 amendments and to approve the 2012-2013 Fiscal Year Budget; and 18 19 WHEREAS, Board authorized amendments include a funding re-allocation of 20 $30,000 from Budget Line Item 18 (Community Pool Maintenance) to Budget Line Item 50 21 (School Assistance Program) to facilitate required building equipment improvements in the 22 South Miami After School Program located in the Gibson-Bethel Community Center; and 23 24 WHEREAS, the recent South Miami City Commission approval of a two percent 25 (2%) salary increase for all regular employees has also been incorporated into the FY 2012- 26 2013 Budget; and 27 28 WHEREAS, as a result of these Board authorized budget adjustments, total projected 29 revenues now equal the total appropriations for expenditures; and 30 31 WHEREAS, the SMCRA Board and South Miami City Commission desire to 32 continue to implement the goals and objectives of the South Miami Community 33 Redevelopment Plan by approving an 2012-2013 Fiscal Year Budget to implement SMCRA 34 Board authorized redevelopment projects and initiatives in the SMCRA and surrounding area; 35 36 NOW, THEREFORE, BE IT RESOLVED BY THE MAYOR AND CITY 37 COMMISSION OF THE CITY OF SOUTH MIAMI, FLORIDA: 38 39 Section 1: The above recitals are true and correct and are incorporated herein by 40 reference. 41 42 Section 2: The Budget of the South Miami Community Redevelopment Agency 43 attached as Exhibit A for the fiscal year beginning October 1, 2011 and ending September 30, 44 2012, was considered at a public hearing and is approved and adopted. 45 46 Section 3: The Budget shall be transmitted to Miami-Dade County pursuant to the, 47 City/County Interlocal Cooperation Agreement for the SMCRA. Page 1 of2 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 Section 4: The funds appropriated in the budget may be expended in accordance with the provisions of the budget, the Community Redevelopment Plan, and as authorized by the law. Section 5: If any section clause, sentence, or phrase of this resolution is for any reason held invalid or unconstitutional by a court of competent jurisdiction, the holding shall not affect the validity of the remaining portions of this resolution. Section 6: This resolution shall become effective immediately upon adoption by vote of the City Commission. PASSED AND ADOPTED this __ day of ,2012. ATTEST: APPROVED: CITY CLERK MAYOR READ AND APPROVED AS TO FORM, COMMISSION VOTE: LANGUAGE, LEGALITY AND Mayor Stoddard: EXECUTION THEREOF Vice Mayor Liebman: Commissioner Newman: Commissioner Harris: CITY ATTORNEY Commissioner Welsh: Page 2 of2 EXHIBIT A SMCRA BOARD APPROVED BUDGET FOR FISCAL YEAR 2012-2013 (Approved on October 8, 2012 as per Resolution No. 70-12-610) 2001 "Making aur Neighborhood a Great Place to Live, Wark and Play" SO,U,TH MIAMI COMMUNITY REDEVELOPMENT AGENCY FY 2012-2013 PROPOSED BUDGET October 8, 2012 MIAMI .• [(tMidiiil' SMCRA FY 2012-2013 PROPOSED BUDGET Table of Contents: Budget Message ................................................................................................................... 1 SMCRA District (Assessed Value Over Time) ................................................................... 2 Prior Year Expenditures By Redevelopment Category ................................................... 3 Prior Year Redevelopment Accomplishments ............................................................... 4-7 FY 2012-2013 Projected Revenues ..................................................................................... 8 FY 2012-2013 Proposed Expenditures By Redevelopment Category ............................ 9 FY 2012-2013 Proposed Budget ....................................................................................... 10 Appendixes: Agency Organizational Chart ........................................................................... Appendix A FY 2012-2013 Detailed Expenditure Narrative ................................................. Appendix B Prior Year Actual Expenditure Estimates .......................................................... Appendix C SMCRA Board Approved Budget Hearing Resolution ...................................... Appendix D Miami-Dade County Formatted Budget ........................................................... Appendix E SMCRA FY 2012 .. 2013 BUDGET MESSAGE Honorable Chair, Vice Chair, SMCRA Board Members: Since its inception of the South Miami Community Redevelopment Area, has steadily increased in assessed taxable value from a 1999 assessed value of $68A37,390 to a current assesed value of $313,614,605. This increase in value over time can be attributed to the on- going support of the SMCRA Board, and the related reinvestment within this formerly deteriorating community. During the past fiscal year, the Community Redevelopment Agency Board facilitated the following major redevelopment improvements: maximum expansion of the Agency's Start-Up Business and Community Service Facility to now house five (5) successfut expanding start-up· businesses and five (5) noteworthy community service providers including the South Florida Workforce administrators of the recently opened South Miami Career Center; completion of SW 66 th St. Infrastructure and Streetscape Improvement Project, Phase II; the recent commencement of infrastructure and streetscape and improvements along the vital Commerce Lane and Progress Road Business Corridors; the construction commencement of five (5) new "Silver" L.E.E.D. certified affordable homes in the SMCRA Area; the continued structural rehabilitation of severely blighted homes in the area; the continuance of the previously successful resident job training and employment program; the commencement of a recreational meeting room facility at Marshall Williamson Park; and the long awaited approval by the City Commission of an appropriate land-use designation for the Madison Square mixed-use, redevelopment project. An illustration of each of these accomplishments is included in the enclosed budget package. During the upcoming fiscal year, the Agency intends to capitalize on prior year accomplishments by obtaining final zoning approval for the Madison Square redevelopment project and issuance of a final request for proposal for development; facilitating project completion of authorized infrastructure improvements along Commerce Lane, Progress Road and on Sunset Drive in the downtown section of the SMCRA Area. Additional improvements shall include the initiation of engineering and design for a much needed commercial parking facility in the Commerce Lane Business District. In addition, the SMCRA intends to continue to provide economic development and business opportunities for aspiring entrepreneurs in the Redevelopment Area as well as continuing to provide additional affordable housing options for low income and workforce housing groups. Attached for your consideration is the FY 2012-2013 SMCRA Proposed Budget including prior year accomplishments, 2012-2013 projected revenues and expenditures and detailed expenditure breakdown report. 1 ASSESSED TAXABLE VALUE TREND (SMCRA DISTRICT) Since the inception of the SMCRA, the South Miami Commul)ity Redevelopment Area has steadily increased in taxable value over time. Listed below are the annual incremental increases in value of the area over time. Annual redevelopment budget revenues are derived directly from these increase in taxable value calculated since the base year of the Agency. Tax Assessment Year FY 1998-1999 (Base Year) FY 1999-2000 FY 2000-2001 FY 2001-2002 FY 2002-2003 FY 2003-2004 FY 2004-2005 FY 2005-2006 FY 2006-2007 FY 2007-2008 FY 2008-2009 FY 2009-2010 FY 2010-2011 FY 2011-2012 FY 2012-2013 (Current Year) Assessed Value (SMCRA District) $69,238,058 $199,511,654 $185,760,974 $188,553,289 $165,758,926 $177,715,214 $192,038,090 $267,010,957 $326,919,396 $348,731,940 $356,792,286 $295,297,036 $298,423,352 $313,614,605 $318,519,163 SMCRA District Assesed Value Increase Since Base Year FY 1998-FY 1999-FY 2000-FY 2001-FY 2002-FY 2003-FY 2004-FY 2005-FY 2006-FY 2007-FY 2008-FY 2009-FY 2010-FY 2011-FY 2012- 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 (Base I I (Current Year) IiIl Millions of Dollars Year) 2 PRIOR YEAR ACTUAL EXPENDITURES BY CATEGORY The SMCRA received a total amount of $1,081,767 in tax increment revenues (TIF) for the 2011-2012 Fiscal Year. During the fiscal year, the Agency expended a total of $1,816,013 on authorized redevelopment initiatives. This total expenditure equates to approximately 168% of total TIF revenues received for 2011-2012. A total amount of $734,246 was therefore expended in excess of tax increment revenues received resulting in a significant decrease in cash carry-over revenues. Attached below is an illustration of expenditures by redevelopment category. A detailed listing of actual line item expenditures is included in Appendix C. Redevelopment Category Administration Legal and Other Uses Capital Improvements Actual FY 2012-2013 Expenditures Economic Development/Commercial Improvements Residential Home Improvements $216,052 (4) $72,891 (7) $218,651 (3) $157,373 (6) $53,898 (8) $462,608 (1) $209,722 (5) $388,354 (2) $11,464 (10) $25,000 (9) Land Acquisition and Property Management Special Redevelopment & Technical Services Protective Services and Code Compliance Operating Expenditures General Fund Transfers Total FY 2012·2013 Expenditures $1,817,175 SMCRA Redevelopment Categories $11 $388,354 $209,722 $462,608 iii Administration o Gapitallmprovements l1li Residential Home Improvements iii Special Redevelopment & Technical Services l1li Operating Expenditures $218,651 l1li Legal and Other Uses o Economic Development & Commercial Improvements iii Land Acquisition and Property Management o Protective Services and Code Compliance l1li General Fund Transfers 3 PRIOR YEAR REDEVELOPMENT ACCOMPLISHMENTS' Board Authorized Project Plans Board Authorized Project Renderings City Commission Approval of Madison Square Land-Use Designation During the prior fiscal year, and following completion of Board authorized project drawings, the SMCRA Board and City Commission supported a long awaited mixed-use development land-use change for the entire Madison Square Development Site. A required zoning change for the redevelopment site must be approved during the upcoming year to facilitate project development. Phase I Improvements Phase II Improvements SW 66th Street Phase I and II Streetscape & Infrastructure Improvements During the prior fiscal year, the SMCRA Board authorized the completion of major streetscape and infrastructure improvements along SW 66 th Street just west of 59 th Place. Both Phase I and Phase II improvements of this vital infrastructure improvement project have now been completed. 4 Construction Commencement L.E.E.D. Certified Home Depiction L.E.E.D. Certified Affordable Home Construction During the prior fiscal year, the SMCRA Board authorized the conveyance of six SMCRA owned "blighted" lots for the construction of six (6) "Silver" L.E.E.D. certified affordable homes. Following a lengthy variance and architectural approval process, construction recently commenced on these Board approved affordable homes. Completed Street Repairs Completed Street Repairs Street Infrastructure Improvements -Residential Feeder Streets During the prior fiscal year, the SMCRA Board authorized much needed street infrastructure repairs along residential feeder streets in the SMCRA District. All Board authorized repairs have now been completed. 5 Grand Opening Ceremony Career Center Facility South Miami Career Center Opening During the prior fiscal year, the SMCRA Board entered into a partnership agreement with the South Florida Workforce to provide a much needed economic development and employment center within the SMCRA constructed Start-Up Business & Community Service Facility in the SMCRA District. During the year the SMCRA Board also supported the expansion of several other start-up business and community service organizations within this vital facility. Pre-Construction Conditions Street Infrastructure Drawings Commerce Lane & Progress Road Business District Improvements During the prior fiscal year, the SMCRA Board authorized the Agency to enter into agreement with both engineering and construction contractual firms to complete much needed street infrastructure repairs within the Commerce and Progress Business District. Following required bidding and approval processes, roadway construction is expected to commence during the month of September 2012. 6 Mcxilan Bflautiflcatlon Sunset I!.ast /atlU!lflOO 10-SOtJUl Miflml ro-.... n Center Pre·Construction Conditions Proposed Infrastructure Improvements Downtown Sunset Infrastructure & Median Improvement Project During the prior fiscal year, the SMCRA Board authorized the Agency to enter into agreement with a construction contractual firm to complete to street infrastructure repairs including the construction of a landscaped median in the downtown section of the SMCRA Area to enhance economic development and pedestrianism in this important location. Construction is expected to commence during the month of October 2012. Economic Development Employment and Job Training Program Given the current economic climate, the importance of providing economic development and employment opportunities for aspiring residents is now more pronounced than ever. In an effort to address these serious issues, the SMCRA Board has established the 2nd Chance Employment & Job Training Program where residents gain valuable employment training through direct hand-on experience and specialized training courses. The SMCRA Are also gains as a result of the completion of much needed environmental clean-up initiatives. 7 In addition to the above listed redevelopment accomplishments, the SMCRA Board during the prior year authorized the following specific redevelopment improvements: the repair and installation of much needed park Lighting at the City of South Miami's Murray Park; the Construction rehabilitation of seven (7) residential single-family and multi-family homes in the SMCRA Area; the award of over 100 individual scholarship awards to assist aspiring SMCRA Area youth in gaining entrance into college universities and other educational oriented programs including the South Miami Summer and After School programs. The Agency also continues to provide grant award assistance to Support Elderly Care for at- risk senior citizens in the District and support community policing and code enforcement efforts in the SMCRA Area. Each of the seven appointed SMCRA Board Members have during the prior year also provided direct support to several beneficial community programs and organizations through the use of SMCRA Board Member discretionary funds. Finally, following recent sewer capacity upgrades completed by the City of South Miami, a much awaited SMCRA Board authorized construction of a Park Meeting and Restroom Facility at Marshall Williamson Park is also expected to commence during the month of October 2012. 7.1 PROJECTED FY 2012 .. 2013 REVENUES Projected Revenue Source FY 2012·2013 Tax Increment Finance Revenues (Miami-Dade County) FY 2012·2013 Tax Increment Finance Revenues (City o/South Miami) FY 2012·2013 Total Tax Increment Finance Revenues FY 2012·2013 Rent Revenues (Business Incubator Facility, Rental Properties) FY 2012·2013 Interest Earnings Prior Year Fund Balance Total Projected 2012·2013 Revenues Rent Revenues (Business Incubator Facility, Rental Properties), $30,000 Tax Increment Finance Revenues (City of South Miami), $545,666 Interest Earnings, $13,000 Revenue Amount $519,241 $545,666 $1,064,907 $60,000 $13,000 816,086 $1,953,993 Tax Increment Finance Revenues (Miami-Dade County), $519,241 .Tax Increment Finance Revenues (Miami-Dade County) • Tax Increment Finance Revenues (City of South Miami) o Rent Revenues (Business Incubator Facility, Rental Properties) o Interest Earnings 8 PROPOSED FY 2012-2013 EXPENDITURES BY CATEGORY Based on total anticipated revenues for 2012-2013 and in accordance with specific goals and objectives contained in the SMCRA redevelopment plan, the following redevelopment categories have been established. Corresponding funding amounts have been derived based on a consensus of the SMCRA Board and in accordance with current needs within the SMCRA Community. Actual expenditures by line item are contained in the proceeding proposed budget and expenditure narrative sections. Redevelopment Category Administration Legal and Other Uses Capital Improvements Proposed 2012-2013 Economic Development & Commercial Improvements Residential Home Improvements $211,223 (5) $72,289 (8) $266,000 (3) $110,335 (7) $215,000 (4) $464,397 (1) $230,905 (6) $336,659 (2) $18,288 (10) $33,173 (9) Land Acquisition and Property Management Special Redevelopment & Technical Services Protective Services and Code Compliance Operating Expenditures General Fund Transfers Proposed FY2012-2013 Expenditure By Redevelopment Category $18,288 $211,223 $464,397 1!!.1 Administration o Capital Improvements • Residential Home Improvements 1!!.1 Special Redevelopment & Technical Services • Operating Expenditures 9 $266,000 • Legal and Other Uses o Economic Development & Commercial Improvements II1II Land Acquisition and Property Management o Protective Services and Code Compliance III General Fund Transfers FISCAL YEAR 2012-2013 REVENUE & EXPENDITURE BUDGET (Approved by SMCRA Board as per Resolution No. 70-12-610) 10 ACTUAL ACTUAL BUDGET ESTIMATE PROPOSED ACCOUNT CLASSIFICATION 2009·2010 2010·2011 2011·2012 2011·2012 2012·2013 CITY OF SOUTH MIAMI TAX INCREMENT CONTRIBUTION 642,946 632,375 572,023 572,023 545,666 MIAMI·DADE COUNTY TAX INCREMENT CONTRIBUTION 555,131 659,850 509,744 509,744 519,241 TOTAL TAX INCREMENT FINANCE REVENUES 1,198,077 1,292,225 1,081,767 1,081,767 1,064,907 SMCRA ANNUAL RENT REVENUES 42,645 33,835 35,000 33,000 60,000 SMCRA INTEREST EARNINGS 2,835 10,585 10,500 13,000 13,000 FUND BALANCE 2,627,520 2,382,528 1,664,675 1,505,494 816,086 10.1 ACTUAL ACTUAL ADOPTED ESTIMATE PROPOSED ACCTNO ACCOUNT CLASSIFICATION 2009·2010 2010·2011 2011·2012 2011·2012 2012·2013 ADMINISTRATIVE FULL·TIME AGENCY EMPLOYEE SALARIES 1. 513-12-10 PROPERTY MANAGEMENT COORDINATOR/ADMIN SECRETARY (40%) 18,716 18,716 14,973 14,973 15,272 ADMINISTRATIVE ASSISTANT 39,305 39,305 38,401 38,401 40,091 COMMUNITY OUTREACH COORDINATOR (50%) 24,243 24,243 19,394 19,394 24,728 AGENCY DIRECTOR 84,721 84,721 84,721 84,721 86,415 EMPLOYEE HEALTH CARE & BENEFITS 2. 513-21-10 FICA 12,774 12,774 12,774 12,774 12,738 3. 513·22-10 PENSION 26,216 26,216 27,720 27,720 13,436 4. 513-23-10 INSURANCE 10,656 10,656 17,200 17,200 18,094 5. 513·24-10 WORKERS COMP 918 918 869 869 449 PROFESSIONAL LEGAL SERVICES & OTHER USES 6. 554-31-20 PROFESSIONAL LEGAL SERVICES 45,000 45,000 50,000 $50,000 50,000 7. 554-99-20 OTHER USES/GENERAL CONTINGENCY 7,540 5,005 10,000 $8,245 7,500 8. 554-99-25 BOARD MEMBER DISCRETIONARY FUNDS 7,000 7,000 7,000 $7,000 7,000 9. 554-99-15 MIAMI-DADE COUNTY 1.5% ADMINISTRATIVE FEE 8,327 9,898 7,646 $7,646 7,789 .. ct)'1 )86'1 66,90~ . '1:4,646 ·· .••• >c$1~,~~1 '.,c ';~2~~~~~;'ls: 10.2 ACTUAL ACTUAL ADOPTED ESTIMATE PROPOSED ACCTNO ACCOUNT CLASSIFICATION 2009-2010 2010-2011 2011-2012 2011-2012 2012-2013 INFRASTRUCTURE & STREETSCAPE IMPROVEMENTS 10. 541-31-20 PROFESSIONAL SERVICES -Commerce-Progress Road Business District Parking 0 0 90,000 $66,276 40,000 11. 541-34-50 CONTRACTUAL SERVICES -Downtown SMCRA -Sunset Median Construction 0 0 115,000 $115,000 60,000 12. 541-46-70 INFRASTRUCTURE MAINTENANCE AND REPAIRS 2,226 24,344 15,000 $8,878 10,000 13. 541-47-10 PRINTING AND BINDING 0 0 1,000 $0 1,000 14. 541-63-40 CAPITAL PROJECTS FUNDING CONTRIBUTIONS 59,537 11,511 95,000 $5,405 0 15. 541-64-50 ROADWAY IMPROVEMENTS CONTRACTUAL -Street Lighting, Tree Installation,etc. 0 27,870 215,000 57,208 15,000 16. 541-47-10 PRINTING AND BINDING 0 0 0 0 0 10,000 PARK IMPROVEMENTS 17. 572-31-20 PARK IMPROVEMENTS -PROFESSIONAL SERVICES (Community Pool Design, Etc) 50,000 0 42,500 0 100,000 18. 572-34-50 PARK IMPROVEMENTS -CONTRACTUAL SERVICES (Pool Maintence) 50,000 0 125,000 0 20,000 19. 572-64-50 PARK IMPROVEMENTS -Marshall Williamson Park Facility Improvements 15,000 '11'(;;7~~ 6'M~~\ tQj,~~O·' ~c<1.'2~~i~~~ •. :;~!~;~Q9;i~i 10.3 ACTUAL ACTUAL ADOPTED ESTIMATE PROPOSED ACCT NO ACCOUNT CLASSIFICATION 2009-2010 2010-2011 2011-2012 2011-2012 2012-2013 EMPLOYMENT, JOB TRAINING & ENVIRONMENTAL CLEAN-UP INITIATIVES 20. 551-31-20 PROFESSIONAL SERVICES (Economic Development Programs) 0 16,000 35,000 678 15,000 21. 551-13-10 CONTRACTUAL SERVICES -Employment & Environmental Clean-Up Program 0 1,298 108,160 108,160 54,305 22. 551-21-10 FICA -Employment & Environmental Clean-Up Program 8,274 8,274 4,152 23. 551-24-10 WORKERS COMP -Employment & Environmental Clean-Up Program 10,470 10,470 5,148 24. 551-47-10 PRINTING AND BINDING 0 0 500 500 500 25. 551-99-32 ECONOMIC DEVELOPMENT TRAINING PROGRAMS 565 2,000 5,000 5,000 2,500 26. 551-99-33 SMALL BUSINESS ASSISTANCE GRANTS 0 5,000 10,000 10,000 10,000 COMMERCIAL BUSINESS IMPROVEMENTS 27. 552-31-20 COMMERCIAL FA9ADE IMPROVEMENT PROGRAM 10,000 19,650 18,000 $8,712 16,000 28. 552-34-50 CONTRACTUAL SERVICES 0 0 6,000 $5,579 2,500 29. 552-47-10 PRINTING & BINDING 0 0 250 $0 250 ~s:t~1it~~:\)%){W;j, ····:.;:;l~i~~E~~~~Mj~P~\ie,~QPM~~~~~QMMI;JiCIA~IMRRO\fEM~N;rS 1(),5~5 431~.4.~ ··~O1,6~ ··.?1~7;~'l~ lOA ACCTNO ACCOUNT CLASSIFICATION 2009-2010 2010-2011 2011-2012 2011-2012 2012-2013 AFFORDABLE HOME REHABILITATION 30. 564-31-20 PROFESSIONAL SERVICES -Rehabilitation & Performance Bond Services 6,500 24,100 $3,340 10,000 31. 564-34-50 CONTRACTUAL SERVICES 3,900 12,000 40,000 $21,600 10,000 32. 564-47-10 PRINTING AND BINDING 0 0 0 0 AFFORDABLE HOUSING HOME OWNERSHIP ASSISTANCE 33. 564-99-35 AFFORDABLE HOUSING PURCHASE ASSISTANCE PROGRAM 10,846 0 150,000 $0 150,000 HOUSING REHABILITATION GRANT ASSISTANCE 34. 564-99-21 MUL TI-FAMIL Y REHAB PROGRAM 7,450 9,850 152,500 $2,500 20,000 35. 564-99-30 SINGLE-FAMILY REHAB PROGRAM 0 70,000 $26,458 25,000 . )~2;196········ ·~~;3~P.' •. ··· ; ·!I~§,~QO~i .[;.5~j~~a.i.~ ·~1~.~Q:~~l1ij 10.5 ACTUAL ACTUAL ADOPTED ESTIMATE PROPOSED ACCTNO ACCOUNT CLASSIFICATION 2009-2010 2010-2011 2011-2012 2011-2012 2012-2013 LAND ACQUISITION 36. 583-31-20 PROFESSIONAL SERVICES -LAND ACQUISITION (Surveys, Studies, etc) 0 40,000 20,000 $17,032 15,000 37. 583-61-10 BLIGHTED PROPERTY ACQUISITION 64,387 34,285 42,866 $40,029 35,000 PROPERTY MANAGEMENT EXPENDITURES 38. 583-31-25 AGENCY OWNED PROPERTY EXPENDITURES 68,000 71,921 45,000 $41,208 44,000 39. 583-34-55 AGENCY OWNED PROPERTY MAINTENANCE & REPAIRS, DEMOS, etc. 0 40,000 $36,601 38,266 PROPERTY MANAGEMENT SERVICES 40. 554-12-10 SMCRA PROPERTY MANAGEMENT COORDINATOR (60%) 18,716 18,716 22,459 $22,459 22,909 41. 554-21-10 FICA 1,432 1,432 1,432 $1,432 1,753 42. 554-22-10 PENSION 3,107 3,107 3,107 $3,107 1,604 43. 554-23-10 INSURANCE 2,873 2,873 2,873 $2,873 3,743 44. 554-24-10 WORKERS COMP 103 103 103 $103 62 DEBT SERVICE FOR SMCRA ACQUIRED PROPERTIES 45. 583-71-10 ANNUAL PRINCIPAL PAYMENT 141,223 1,030,656 141,223 $141,223 141,223 46. 583-72-10 ANNUAL INTEREST PAYMENT 156,541 125,711 156,541 $156,541 156,541 ·'41;$,382 'I ,32~,8ij4:, 475,~Q4'·· , >f'4e2;GQ~ ·":~$Qaij:~~.~ ... · 10.6 ACTUAL ACTUAL ADOPTED ESTIMATE PROPOSED ACCTNO ACCOUNT CLASSIFICATION 2009·2010 2010·2011 2011·2012 2011·2012 2012·2013 SPECIAL REDEVELOPMENT SERVICES 47. 559·31·20 PROFESSIONAL SERVICES • ELDERLY CARE INITIATIVE 0 38,331 40,000 40,000 40,000 TECHNICAL ASSISTANCE PROGRAMS 48. 559-34-50 BOWMAN COLLEGE SCHOLARSHIP PROGRAM 14,000 15,000 15,000 15,000 10,000 49. 559-99·31 SUMMER YOUTH AND AFTER SCHOOL SCHOLARSHIP PROGRAMS 5,000 45,000 45,000 35,000 26,000 50. 559-99-32 SCHOOL ASSISTANCE PROGRAM 20,000 0 32,262 SPECIAL EVENTS & TECHNICAL SERVICES 51. 574-12-10 SPECIAL EVENTS PLANNING & MARKETING 9,763 20,000 42,794 42,794 46,902 52. 574-21-10 FICA 0 0 3,274 3,274 3,588 53. 574-22-10 PENSION 0 0 5,825 5,825 6,660 54. 574-23-10 INSURANCE 0 0 7,104 7,104 6,239 55. 574-24-10 WORKERS COMPENSATION 0 0 2,080 2,080 127 56. 574-31-20 PROFESSIONAL SERVICES· MARKETING & PUBLIC RELATIONS 25,000 19,940 20,000 GRANT WRITING SERVICES 57. 513-12-10 GRANT WRITER (50% of Salary) 33,921 42,759 28,188 28,188 28,619 58. 513-21-10 FICA 0 0 2,156 2,156 2,189 59. 513-22-10 PENSION 0 0 1,973 1,973 2,003 60. 513-23-10 INSURANCE 0 0 6,233 6,233 6,239 61. 513-24-10 WORKERS COMPENSATION 0 0 155 155 77 &t~l~~~i~~t~t~: ~j~~i~:;~:~<;; >}(QJ~~i~~~~IAC'~{:nt;vii.oP~t;NT,&.Tj;¢H~IC~~~t;~yl£~~ .. · . .6~i~84. 161;99Q. ·.···~#78~i··.·.· -""'" ,,';' . ';~(l~;"~~. ;::.k~.tq~~Qi,Z.;; 10.7 ACTUAL ACTUAL ADOPTED ESTIMATE PROPOSED ACCTNO ACCOUNT CLASSIFICATION 2009-2010 2010-2011 2011-2012 2011-2012 2012-2013 PROTECTIVE SERVICES LAW ENFORCEMENT -COMMUNITY POLICING INITIATIVES 62. 521-12-10 SMCRA AREA SUB STATION OFFICERS (3) 126,445 159,837 150,282 150,282 153,656 63. 521-21-10 FICA 0 12,228 11,497 11,497 11,755 64. 521-22-10 PENSION 0 25,094 74,790 74,790 28,119 65. 521-23-10 INSURANCE 0 15,887 17,173 17,173 18,717 66. 521-24-10 WORKERS COMP 0 6,026 5,666 5,666 5,666 CODE ENFORCEMENT 67. 554-12-10 SMCRA COMMUNITY CODE ENFORCEMENT OFFICER 77,779 62,252 62,252 62,252 63,497 68. 554-21-10 FICA 0 4,762 4,762 4,762 4,858 69. 554-22-10 PENSION 0 9,774 10,334 10,334 9,017 70. 554-23-10 INSURANCE 0 5,328 5,775 5,775 6,239 71. 554-24-10 WORKERS COMP 0 8,273 8,273 8,273 1,816 PUBLIC ASSISTANCE SERVICES 72. 569-12-10 SMCRA COMMUNITY OUTREACH COORDINATOR (60%) 24,243 24,243 29,091 29,091 24,728 73. 569-21-10 FICA 1,740 1,855 1,855 1,855 1,892 74. 569-22-10 PENSION 3,750 3,806 3,806 3,806 3,512 75. 569-23-10 INSURANCE 2,530 2,664 2,664 2,664 3,120 76. 569-24-10 WORKERS COMP 134 134 134 67 ;)~";:.l:>,/' C C V:;>;;'JQj~~~~gi;~~"IV~~J:~VlC;ES&C;()DE·E.NF()~~~IVI~Nt . ~42::.115(/ ~~~,3~ ~~~,j5.t cc~'6'~'9:(:; ;:;i} ;~i.~{:;<Ik~ti ~~, 2315;487 ···.\33;.§ •. ;~ .• 10.8 ACTUAL ACTUAL ADOPTED ESTIMATE PROPOSED ACCTNO ACCOUNT CLASSIFICATION 2009·2010 2010·2011 2011·2012 2011·2012 2012·2013 OPERATING EXPENDITURES 77. 554·32·10 PROFESSIONAL SERVICES· ANNUAL AUDIT 6000 6,000 7,250 6,000 6,000 78. 554-34-15 OTHER CONTRACTUAL SERVICES 0 0 0 0 0 79. 554-40-70 TRAVEL & CONFERENCE 1,440 2,000 2,000 44 1,750 80. 554-40-80 EMPLOYEE EDUCATION & TRAINING 430 1,000 1,000 0 750 81. 554-46-31 MAINTENANCE & REPAIRS· TELEPHONE LINES 3,515 2,500 2,500 812 2,500 82. 554-48-50 ADVERTISING NON·LEGAL 123 196 500 0 500 83. 554-49-10 ADVERTISING LEGAL ADS 355 1,000 1,000 180 1,000 84. 554-52-10 OPERATING SUPPLIES 3,056 4,476 4,500 3,118 3,788 85. 554-54-10 PUBLICATIONS, SUBSCRIPTIONS & MEMBERSHIPS 1156 2,000 2,000 1,310 2,000 ~~1@~~~)rflt?'c;,~";;;; ········,.~J:A~Q~~AA,.ING~Xp!::NDll'UR~§ •• 16,075 17;flZ·· 20tt~0 10.9 ACCT NO ACCOUNT CLASSIFICATION GENERAL FUND SERVICES/TRANSFERS 86. 554·91-40 FUEL· FIELD INSPECTION CAR INSURANCE· FIELD INSPECTION CAR PRINTING/MAIL-OUT PROCESSING PROTECTIVE SERVICES FUEL, INSURANCE & EQUIPMENT SMCRA SECRETARY/CITY CLERK SUPPLIES & SERVICES LAND-USE CHANGE TRANSMITTAL SERVICES (EAR AMENDMENTS) LAND-USE CHANGE & ZONING ADMINISTRATION -PLANNING DEPT. CITY MAPPING & PRINTING SERVICES (GIS) HUMAN RESOURCES (2nd Change Program Processing) 10.10 ACTUAL ACTUAL ADOPTED ESTIMATE PROPOSED 2009·2010 2010·2011 2011·2012 2011·2012 2012·2013 758 758 800 500 500 500 1,910 1,910 1,910 3,097 3,097 3,582 2,500 2,500 2,500 7,096 0 4,490 4,490 4,490 3,800 3,800 3,800 3,800 7,945 7,945 7,945 3,050 SMCRA ADMINISTRATIVE ORGANIZATIONAL CHART APPENDIX A SMCRA ADMINISTRATIVE ORGANIZATIONAL CHART Agency Director Administrative Assistant Community Outreach Coordinator Receptionist/Property Management Coordinator ~---..... _--_ ..... _---_ ......... __ .. _-_ .. _----------- APPENDIX B FISCAL YEAR 2012-2013 BUDGET DETAILED EXPENDITURE BREAKDOWN • Budget Line Item No.1 thru 5 -(Full-Time Employee Salaries) -Account No. 513-12-10; 513- 21-10; 513-22-10; 513-23-10; 513-24-10 The Agency employees four (4) full-time employees including an SMCRA Owned Property Manager; a Community Outreach 209,328 has been allocated in the FY 2011-2012 Budget for salaries and benefits for all administrative related duties. • Budget Line Item 6 -(Legal Services) -Account No. 554-31-20 A total funding amount of $50,000 has been allocated in the FY 2011-2012 Budget for General Council services for all Agency legal matters. • Budget Line Item 7 -(General Contingency) -Account No. 554-99-20 A total funding amount of $7,500 has been allocated in the FY 2011-2012 Budget for annual contingency or unforeseen expenditures. • Budget Line Item 8 -(Board Member Discretionary Funds) -Account No. 554-99-25 A total funding amount of $7,000 has been allocated in the FY 2011-2012 Budget for Board Member discretionary funds to provide direct assistance with SMCRA Area community enrichment initiatives. • Budget Line Item 9 -(Miami-Dade County Administrative Fee) -Account No. 554-99-15 A total funding amount of $7,789 has been allocated in the FY 2011-2012 Budget for the annually required administrative fee payment to Miami-Dade County. • Budget Line Item No. 10 (Professional Services -Roadway & Drainage Improvements) - Account No. 541-34-20 Commerce Lane and Progress Lane are specifically identified in the SMCRA Adopted Redevelopment as areas in need of physical infrastructure and design improvements. During the prior fiscal year, the Board authorized the completion major street infrastructure improvements along these two commercial roadways. A total funding amount of $40,000 has been allocated the 2012-2013 Fiscal Year to implement required engineering design drawings for a much needed public parking lot in the Commerce Lane/Progress Road Business District. • Budget Line Item No. 11 -(Contractual Services -Roadway & Drainage Improvements)- Account No. 541-34-50 A total funding amount of $60,000 has been allocated the 2012-2013 Fiscal Year to complete construction of the Board approved infrastructure/median construction project in the Downtown section of the SMCRA Area along Sunset Drive. Due to the 2012 Holiday shopping season in the downtown business district, construction shall commence in January 2013. • Budget Line Item 12 -(Infrastructure Maintenance & Repairs) -Account No. 541-46-20 A total funding amount of $10,000 has been allocated in the FY 2011-2012 Budget for the maintenance and repair of deficient infrastructure including the possible reconstruction of existing roadway medians in the SMCRA Area. • Budget Line Item 13 -(Printing and Binding) -Account No. 541-47-10 A total funding amount of $1,000 has been allocated in the FY 2012-2013 Budget for required printing and binding services needed to disseminate infrastructure and streetscape improvement information to surrounding area residents. • Budget Line Item 14 -(Capital Projects Funding Contribution) -Account No. 541-63-40 (n/a) • Budget Line Item 15 -(Capital Projects Funding Contribution) -Account No. 541-64-50 A total funding amount of $15,000 has been allocated in the FY 2011-2012 Budget for designated roadway improvement projects such as street furniture, street tree and or street lighting improvements. • Budget, Line Item No. 16 -(Printing and Binding) (No funding allocation) • Budget Line Item 17. 18 and 19 -(Professional & Contractual Services -Park Improvements) -Account No. 572-31-20; 572-34-50 and 572-64-50 A total funding amount of $165,000 has been allocated in the FY 2012-2013 Budget for community final pool design services for the Murray Park Community Pool in the SMCRA Area ($100,000); as a partial funding contribution for annual pool maintenance fees ($20,000); and for additional facility improvements at Marshall Williamson Park (15,000). i~~I~pj~llmJ)rQv~msnt~t?$2~e,OQO • Budget Line Item 20 -(Professional Services -Madison Square Development Drawings - Account No. 551-31-20 During the prior Fiscal Year, the South Miami City Commission approved a final land-use designation for the Madison Square development site. Following approval of a final zoning category for the site, the entire site can be formally advertised as part of a request for proposal process. A total funding amount of $15,000 has been allocated in the 2012-2013 budget for any required final studies or analysis prior to development. • Budget Line Item 21 thru 23 -(Job Training, Employment & Environmental Clean-Up Program) -Account No. 551-13-10; 551-21-10; and 551-24-10 Throughout its existence, the SMCRA has continued to initiate successful job training and employment programs to facilitate housing rehabilitation in the SMCRA Area. During the 2011-2012 Fiscal Year, a total amount of $63,605 was allocated for continuance of the 2 nd Chance Employment and Job Training and Environmental Clean-Up Program. • Budget Line Item 24 -(Printing and Binding) -Account No. 551-47-10 A total funding amount of $500 has been allocated in the FY 2012-2013 Budget for printing and binding services to disseminate program information to surrounding area residents. • Budget Line Item 25 -(Professional Services -Economic Development & Small Business Training Seminars) -Account No. 551-99-32 During the prior fiscal year, the Board authorized a series of small business training seminars for aspiring start-up businesses in the SMCRA Area. A total funding amount of $2,500 has been allocated in the FY 2012-2013 Budget for on-going small business training seminars for existing and aspiring businesses. • Budget Line Item 26 -(Small Business Assistance Grants) -Account No. 551-99-33 The Agency continues to encourage the development and long-term sustainability of small businesses. The Agency operated Start-Up Business Grant Program offers eligible applicants up to $5,000 for specific costs associated with business start-up. Most recently, the Agency assisted in establishing the Children's Rehabilitation Network in the SMCRA Area along SW 68th Street, Rodney's Barber Shop and Royal Photography Inc. A total funding amount of $10,000 has been allocated facilitate this program during the 2012-2013 Fiscal Year. • Budget Line Item 27-29 -(Commercial Fac;ade Improvement Program) -Account No. 552-31- 20,552-34-50; and 552-47-10 The Agency also continues to assist small businesses with required physical improvement to the exterior of their existing commercial establishments. The Agency most recently funded two (3) prominently located business establishments in the SMCRA Area located at 6845 SW 69th Street, 5940 SW 68th Street and at 6412 SW 59th Place. These vital commercial improvements enhance aesthetics, curb appeal, functionality and also increase business activity and economic development in the SMCRA Area. A total funding amount of $18,750 has been allocated in the FY 2012-2013 Budget to facilitate physical building improvements fro commercial business in the SMCRA Area. • Budget Line Item 30 -(Professional Services/Housing Rehabilitation Permitting & Design)- Account No. 564-31-20 A total amount of 10,000 has been allocated for professional services associated with affordable housing development including the cost of a required a required performance bond for the construction of three remaining Board approved L.E.E.D. certified, single-family homes in the SMCRA Area. • Budget Line Item 31-32 -(Contractual Services/Affordable Housing Rehabilitation) -Account No. 564-34-50; and 564-47-10 A 1::otal amount of 10,000 has been allocated other contractual services associated with affordable housing development and rehabilitation in the SMCRA Area including associated demolition and construction costs. • Budget Line Item 33 -(Affordable Home Mortgage Assistance Program) -Account No. 564- 99-35 During the 2011-2012 Fiscal Year, the Agency was successful in conveying six (6) blighted residential land parcels to the Miami-Dade Affordable Housing Foundation and assisting in completing a lengthy City design review and construction permitting process. Affordable housing construction commenced on three (3) of the six approved homes began during the later part of the 2011-2012 Fiscal Year. As part of the Board approved agreement with the Miami-Dade Affordable Housing Foundation, the Agency shall provide mortgage assistance for up to six eligible "low" to "moderate" income families. The SMCRA Mortgage Assistance Program provides "gap" funding in an amount not to exceed $25,000 per approved applicant. A total funding amount of $150,000 has therefore been allocated in the 2012-2013 Budget for mortgage assistance funding for up to six (6) new households. Final mortgage qualification procedures for each new homeowner will be conducted just prior to actual property closing. • Budget Line Item 34 & 35 -(Housing Rehabilitation Grant Assistance Programs) -Account No. 564-99-21; and 564-99-30 In an effort to improve the existing housing stock and living conditions, the Agency continues to support the Multi-Family and Single Family Rehabilitation Programs. A total funding amount of $20,000 has been allocated in the FY 2011-2012 for Residential Rehabilitation Programs including $20,000 for the Multi-Family and $25,000 for the Single-Family Housing Rehabilitation Program. • Budget Line Item 36 -(Professional Services Land Acquisition) -Account No. 583-31-20 A total funding amount of $15,000 has been allocated in the FY 2012-2013 Budget for property expenditures including property surveys, required appraisals and environmental assessments and associated demolition costs. • Budget Line Item 37-(Land Acquisition) -Account No. 583-61-10 The Agency has been extremely successful in purchasing blighted land assemblages in recent years. However with the current shift in focus to development of these acquired assemblages, recommended funding in the Land Acquisition Account has progressively deceased. A total funding amount of $35,000 has been allocated in the FY 2012-2013 Budget for the purchase of blighted properties in the SMCRA Area. • Budget Line Item 38 and 39 -(Property Management Expenditures) -Account No. 583-31- 25; and 583-31-44 As a result of previously acquired property assemblages obtained for the Madison Square mixed-use development project, the Agency continues to provide property management for eight total rental units including one six unit apartment building and two single-family homes. Although several of the originally housing units have been demolished due to unsafe conditions, the Agency continues to maintain these remaining units. Following the recent approval by the City Commission of a required contiguous, land-use category for the site and scheduled approval by the City Commission of compatible zoning category, the SMCRA to intends issue a formal request for proposal for project development. Immediately following the request for proposal process all remaining "blighted" structures shall be demolished by the Agency.· The SMCRA also continues to manage the Agency constructed Start-Up Business & Community Service Facility located at 5825 SW 68th Street. Based on the continued need to provide property management and maintenance services during the 2012-2013 Fiscal Year, a total funding amount of $78,266 has been provided for property management necessities including Miami-Dade County property taxes, property and liability insurance, building utility costs ($40,000), lawn maintenance, handyman and janitorial services as well as any major unforeseen repairs to existing Agency owned properties ($38,266). • Budget Line Item 40 thru 44 -(Property Management Services) -Account No. 554-12-10; 554-21-10; 554-22-10; 554-23-10; and 554-24-10 Based on the above referenced property management responsibilities, and based on prior Board approval, the Agency currently utilizes the services on in-house staff to coordinate property management duties including the collection of all residential and commercial rental payments, addressing all tenant complaints and requests, coordinating required building maintenance and repairs, arranging state and fire building inspections, etc. A total funding amount of $30,071 has been allocated in the 2012-2013 for property management duties associated with salary and benefits of this full-time SMCRA staff person. • Budget Line Item 45 and 46 -(Debt Service Interest & Principal Payments) -Account No. 583-71-10; 583-72-10; 554-22-10; 554-23-10; and 554-24-10 During the 2006-2007 Fiscal Year, the SMCRA Board authorized a long-term bond with Regions Bank in the total amount of 2.73 Million Dollars. The bond was previously required by the Agency's Miami-Dade County governing body and was subsequently approved by the SMCRA Board. Bond proceeds were utilized to successfully purchase all properties required to develop the Madison Square mixed-use development project. According to the terms of bond agreement, the Agency has been responsible for an annual debt service payments to Regions Bank in the total amount of $297,764. This amount has therefore been allocated in the 2012-2013 Budget for payment of this required debt service expenditure. Approximately 3.5 years remain on the debt service obligation. • Budget Line Item 47 -(Elderly Care Grant Assistance Program) -Account No. 559-31-20 During the prior Fiscal Year and following competitive bidding process, the SMCRA Board authorized entering into agreement with the Thelma Gibson Health Initiative to provide to reduce the spread of negative conditions in the SMCRA Area by facilitating a continuance of elderly care services in the redevelopment community. A total amount of $40,000 was therefore allocated in the Special Redevelopment & Technical Services Account to continue these vital services during the 2012-2013 Fiscal Year and to compliment prior Agency initiated improvements to the Marshall Williamson Park Facility. • Budget Line Item 48 and 49 -(James T. Bowman, Summer Youth & After School Scholarship Programs) -Account No. 559-34-50; and 559-99-31 The Agency's adopted redevelopment plan calls for the establishment of scholarship programs and initiatives to assist in eliminating negative conditions in the SMCRA Area and in an attempt to improved future economic development opportunities. To facilitate these goals, the Agency previously established the James T. Bowman Scholarship and subsequently established scholarship programs geared towards youth education during summer and after-school periods. A total funding amount of $36,000 has been allocated in the FY 2012-2013 Budget for individual scholarship awards for these three SMCRA administered scholarships. • Budget Line Item 50 -(School Assistance Program) -Account No. 559-99-32 A total funding amount of 32,262 has been allocated in the budget as part of the School Assistance Program and specifically allocated by the Board to facilitate interior building equipment improvements within the South Miami After School Program currently located in the Gibson-Bethel Community Center in the SMCRA Area. The objective of this initiative is to mitigate the spread of negative conditions in the SMCRA Area while enhancing future economic growth and self-sufficiency. • Budget Line Item 51 thru 55 -(Special Events Coordination Services) -Account No. 574-12- 10; 574-21-10; 574-22-10; 574-23-10; and 574-24-10 Based on an SMCRA redevelopment plan of assisting in marketing and funding of special events designed at increasing business volume in the SMCRA Area, the Agency has continued to focus on these economic development goals. The SMCRA Area currently hosts the annual Martin Luther King/Black History Parade, the Safe Streets Halloween Parade, the Holiday Elves Parade and several other annual special events conducted in the SMCRA Area. A total funding amount of $63,516 has therefore been allocated in the 2012-2013 Budget to provide continued coordination and project management of the vital economic development related special events in the SMCRA Area. • Budget Line Item 56 -(Marketing and Public Relations) -Account No. 574-31-20 A total funding amount of $20,000 has been allocated in the FY 2012-2013 Budget for required special event related services including associated traffic control and related event services for these annual parade events. • Budget Line Item 57 thru 61-(Redevelopment Grant Writing Services) -Account No. 513-12- 10; 513-21-10; 513-22-10; 513-23-10; 513-24-10 In an effort to leverage additional funding for infrastructure, economic development and affordable housing initiatives, the SMCRA has long supported supplemental grant writing services to maximize existing redevelopment efforts. As a result of these supplemental grant efforts, the Agency has utilized supplemental funding for such notable completed projects as the SW 59th Place, and the SW 66th Street Infrastructure and Streetscape Improvement Projects. Each of these completed projects has in turn facilitated additional redevelopment achievements in the SMCRA Area. A total funding amount of $39,127 has been allocated in the FY 2012-2013 Budget as a 50% contribution towards these vital grant writing services. • Budget Line Item 62 thru 66 -(Police Sub-Station Officers) -Account No. 521-12-10; 521-21- 10; 521-22-10; 521-23-10; and 521-24-10 Section 7 of the adopted redevelopment plan states that the Agency shall assist in the establishment of a Police Sub-Station in the SMCRA Area and provide payment of police officer salaries for related sUb-station duties. Based on this directive, the Agency has long supported community policing efforts in the area as a way to improve quality of life and on- going redevelopment efforts. A total funding amount of $217,913 has been allocated in the FY 2012-2013 Budget for the services of three (3) full-time SMCRA sub-station officers and related duties. • Budget Line Item 67 thru 71-(Community Based Code Enforcement) -Account No. 554-12- 10; 554-21-10; 554-22-10; 554-23-10; and 554-24-10 Section 7 of the adopted redevelopment plan also calls for the Agency to fund increased code enforcement services in the SMCRA Area in an effort to increase the aesthetics and marketability and of properties in the Redevelopment Area. For this purpose, the Agency has long supported community oriented code enforcement efforts and associated code enforcement educational initiatives. A total funding amount of $85,427 has been allocated in the FY 2012-2013 Budget for the full-time services provided by one (1) Community Service Code Enforcement Officer. • Budget Line Item 72 thru 76 -(Public Assistance Services) -Account No. 569-12-10; 569-21- 10; 569-22-10; 569-23-10; and 569-24-10 The Agency' deSignated Community Outreach Coordinator devotes approximately 50% of daily duties to Protective Service related initiatives including provision of technical assistance to area residents in need of health, safety and welfare services and employment and economic development opportunities. Additional responsibilities associated with the prevention of the spread of negative conditions include providing homeless shelter and food bank information and facilitating hurricane mitigation and disaster prevention efforts. A total funding amount of $33,319 has been allocated in the 2011-2012 Protective Services Account for 50% of annual salary and benefits for this full-time Agency employee. • Budget Line Item 77 thru 85 -(Operating Expenditures) -Account No. 554-32-10; 554-234- 15; 554-40-70; 554-40-80; and 554-46-31; 554-48-50; 554-49-10; 554-52-10; and 554- 54-10 A total funding amount of $18,288 has been allocated in the 2012-2013 Budget for the operating expenditures including the required annual audit report, employee training and conferences, telephone line service, advertising expenditures, office supplies and publications and subscriptions. • Budget Line Item 86 -(General Fund Transfers) -Account No. 554-91-40 A total funding amount of $33,173 has been allocated in the FY 2012-2013 Budget for general fund transfers to the City for key services and operating supplies including associated costs for the use of a City site inspection vehicle, City printer and copier usage, land-use and zoning amendment processing services through the Planning & Zoning Department and GIS mapping services provided through the City's Public Works Department. APPENDIX C PRIOR FISCAL YEAR BUDGET ACTUAL EXPENDITURE ESTIMATES ADOPTED BUDGET ACTUAL ESTIMATE % EXPENDED ACCT NO ACCOUNT CLASSIFICATION FY 2011-2012 FY 2011-2012 FY 2011-2012 ADMINISTRATIVE FULL-TIME AGENCY EMPLOYEE SALARIES 1. 513-12-10 PROPERTY MANAGEMENT COORDINATOR/ADMIN SECRETARY (40%) $14,973 $14,973 100% ADMINISTRATIVE ASSISTANT $38,401 $38,401 100% COMMUNITY OUTREACH COORDINATOR (40%) $19,394 $19,394 100% AGENCY DIRECTOR $84,721 $84,721 100% EMPLOYEE HEALTH CARE & BENEFITS 2. 513-21-10 FICA $12,774 $12,774 100% 3. 513-22-10 PENSION $27,720 $27,720 100% 4. 513-23-10 INSURANCE $17,200 $17,200 100% 5. 513-24-10 WORKERS COMP $869 $869 100% PROFESSIONAL LEGAL SERVICES & OTHER USES 6. 554-31-20 PROFESSIONAL LEGAL SERVICES $50,000 $50,000 100% 7. 554-99-20 OTHER USES/GENERAL CONTINGENCY $10,000 $8,245 82% 8. 554-99-25 BOARD MEMBER DISCRETIONARY FUNDS $7,000 $7,000 100% 9. 554-99-15 MIAMI-DADE COUNTY 1.5% ADMINISTRATIVE FEE $7,646 $7,646 100% ADOPTED BUDGET ACTUAL ESTIMATE % EXPENDED ACCT NO ACCOUNT CLASSIFICATION FY 2011-2012 FY 2011-2012 FY 2011-2012 INFRASTRUCTURE & STREETSCAPE IMPROVEMENTS 10. 541-31-20 PROFESSIONAL SERVICES -Commerce Lane, Progress Road, Sunset Drive $90,000 $66,276 74% 11. 541-34-50 CONTRACTUAL SERVICES $115,000 $115,000 100% 12. 541-46-70 INFRASTRUCTURE MAINTENANCE AND REPAIRS -Roadway Repairs $15,000 $8,878 59% 13. 541-47-10 PRINTING AND BINDING $1,000 $0 0% 14. 541-63-40 CAPITAL PROJECT FUNDING CONTRIBUTIONS -SW 66th STREET $95,000 $5,405 6% 15. 541-99-30 CAPITAL PROJECT FUNDING CONTRIBUTIONS -SW 64TH STREET $10,000 $10,000 100% 16. 541-31-20 STREET ENHANCEMENT INITIATIVES -PROFESSIONAL SERVICES $0 17. 541-64-50 CONTRACTUAL SERVICES -SUNSET DRIVE & STREET LIGHTING IMPROVEME $215,000 $57,208 27% 18. 541-47-10 PRINTING AND BINDING $0 $0 PARKS IMPROVEMENTS 19. 572-31-20 PARK IMPROVEMENTS -PROFESSIONAL SERVICES $7,500 $1,385 18% 20. 572-34-50 PARK IMPROVEMENTS -CONTRACTUAL SERVICES $35,000 $11,707 33% 21. 572-64-50 PARK IMPROVEMENT (SOUTH MIAMI COMMUNITY POOL DESIGN) $125,000 $0 0% .;TQ'TAIl(jA~JrAY1~~~()"~Mfo~TS· $i0850.~i;! . , , , ""'~ ,', ·;~~7~;S~~·. ACCT NO ACCOUNT CLASSIFICATION EMPLOYMENT, JOB TRAINING & ENVIRONMENTAL CLEAN-UP INITIATIVES 551-13-10 PROFESSIONAL SERVICES -Economic Development 23. 551-13-10 CONTRACTUAL SERVICES -Employment & Environmental Clean-Up Program 24. 551-21-10 FICA -Employment & Environmental Clean-Up Program 25. 551-24-10 WORKERS COMP -Employment & Environmental Clean-Up Program 26. 551-47-10 PRINTING AND BINDING 27. 551-99-32 ECONOMIC DEVELOPMENT TRAINING PROGRAMS 28. 551-99-33 SMALL BUSINESS ASSISTANCE GRANTS COMMERCIAL BUSINESS IMPROVEMENTS 29. 552-31-20 COMMERCIAL FACADE IMPROVEMENT PROGRAM 30. 552-34-50 CONTRACTUAL SERVICES 31. 552-47-10 PRINTING & BINDING TRANSPORTATION IMPROVEMENTS 32. 544-64-30 SHUTTLE SERVICES . ':;'T()T~~.E.CONiirJilctl~~1i9~M~NT~c6MMER.~IAt..·IMRlK()~~ENfs .. ADOPTED BUDGET FY 2011-2012 $30,000 $108,160 $8,274 $10,470 $500 $5,000 $10,000 $18,000 $6,000 $250 $0 ·$~31~654 •. ACTUAL ESTIMATE FY 2011-2012 $678 $108,160 $8,274 $10,470 $500 $5,000 $10,000 $8,712 $5,579 $0 $0 C;C~'57:3'1~ % EXPENDED FY 2011-2012 2% 100% 100% 100% 100% 100% 100% 48% 93% 0% n/a ACCT NO ACCOUNT CLASSIFICATION AFFORDABLE HOME REHABILITATION 33. 564-31-20 PROFESSIONAL SERVICES -(L.E.E.D. Housing Performance Bond) 34. 564-34-50 CONTRACTUAL SERVICES 35. 564-47-10 PRINTING AND BINDING AFFORDABLE HOUSING HOME OWNERSHIP ASSISTANCE 36. 564-99-35 MORTAGE ASSISTANCE PROGRAM (L.E.E.D. Homebuyer Assistance) HOUSING REHABILITATION GRANT ASSISTANCE 37. 564-99-21 MULTI-FAMILY REHAB (Lee Park Rehabilatation) 38. 564-99-30 SINGLE-FAMILY REHAB ··f6iAtV~E$lD~~fl~t~Fl9USI~~I",P~~V~M~rs."·· ADOPTED BUDGET FY 2011-2012 $24,100 $40,000 $0 $150,000 $152,500 $70,000 #,3$;$00· ACTUAL ESTIMATE FY 2011-2012 $3,340 $21,600 $0 $2,500 $26,458 }$53·898· -;, ",,~\, % EXPENDED FY 2011-2012 14% 54% 0% 2% 38% ACCTNO ACCOUNT CLASSIFICATION LAND ACQUISITION 39. 583·31-20 PROFESSIONAL SERVICES· LAND ACQUISITION 40. 583-61-10 BLIGHTED PROPERTY ACQUISITION PROPERTY MANAGEMENT EXPENDITURES 41. 583-31-25 AGENCY OWNED PROPERTY EXPENDITURES 42. 583-34-55 AGENCY OWNED PROPERTY MAINTENANCE & REPAIRS PROPERTY MANAGEMENT SERVICES 43. 554-12-10 SMCRA PROPERTY MANAGEMENT COORDINATOR (60%) 44. 554-21-10 FICA 45. 554-22-10 PENSION 46. 554-23-10 INSURANCE 47. 554-24-10 WORKERS COMP DEBT SERVICE FOR SMCRA ACQUIRED PROPERTIES 48. 583-71-10 ANNUAL PRINCIPAL PAYMENT 49. 583-72-10 ANNUAL INTEREST PAYMENT ADOPTED BUDGET FY 2011·2012 $20,000 $42,866 $45,000 $40,000 $22,459 $1,432 $3,107 $2,873 $103 $141,223 $156,541 ACTUAL ESTIMATE FY 2011·2012 $17,032 $40,029 $41,208 $36,601 $22,459 $1,432 $3,107 $2,873 $103 $141,223 $156,541 % EXPENDED FY 2011·2012 85% 93% 92% 92% 100% 100% 100% 100% 100% 100% 100% ADOPTED BUDGET ACTUAL ESTIMATE % EXPENDED ACCTNO ACCOUNT CLASSIFICATION FY 2011·2012 FY 2011·2012 FY 2011·2012 SPECIAL REDEVELOPMENT SERVICES 50. 559-31-20 PROFESSIONAL SERVICES· ELDERLY CARE INITIATIVE $40,000 $40,000 100% TECHNICAL ASSISTANCE PROGRAMS 51. 559-34-50 BOWMAN COLLEGE SCHOLARSHIP PROGRAM $15,000 $15,000 100% 52. 559-99-31 SUMMER YOUTH AND AFTER SCHOOL SCHOLARSHIP PROGRAMS $45,000 $35,000 78% 53. 559-99-32 SCHOOL ASSISTANCE PROGRAM $20,000 $0 0% SPECIAL EVENTS & TECHNICAL SERVICES 54. 574-12-10 SPECIAL EVENTS PLANNING & MARKETING $42,794 $42,794 100% 55. 574-21-10 FICA $3,274 $3,274 100% 56. 574-22-10 PENSION $5,825 $5,825 100% 57. 574-23-10 INSURANCE $7,104 $7,104 100% 58. 574-24-10 WORKERS COMPENSATION $2,080 $2,080 100% 59. 574-31-20 PROFESSIONAL SERVICES -MARKETING & PUBLIC RELATIONS $25,000 $19,940 80% GRANT WRITING SERVICES 60. 513-12-10 GRANT WRITER (50% of Salary) $28,188 $28,188 100% 61. 513-21-10 FICA $2,156 $2,156 100% 62. 513-22-10 PENSION $1,973 $1,973 100% 63. 513-23-10 INSURANCE $6,233 $6,233 100% 64. 513-24-10 WORKERS COMPENSATION $155 $155 100% ADOPTED BUDGET ACTUAL ESTIMATE % EXPENDED ACCTNO ACCOUNT CLASSIFICATION FY 2011-2012 FY 2011-2012 FY 2011-2012 PROTECTIVE SERVICES LAW ENFORCEMENT -COMMUNITY POLICING INITIATIVES 65. 521-12-10 SMCRA AREA SUB STATION OFFICERS (3) $150,282 $150,282 100% 66. 521-21-10 FICA $11,497 $11,497 100% 67. 521-22-10 PENSION $74,790 $74,790 100% 68. 521-23-10 INSURANCE $17,173 $17,173 100% 69. 521-24-10 WORKERS COMP $5,666 $5,666 100% CODE ENFORCEMENT 70. 554-12-10 SMCRA COMMUNITY CODE ENFORCEMENT OFFICER $62,252 $62,252 100% 71. 554-21-10 FICA $4,762 $4,762 100% 72. 554-22-10 PENSION $10,334 $10,334 100% 73. 554-23-10 INSURANCE $5,775 $5,775 100% 74. 554-24-10 WORKERS COMP $8,273 $8,273 100% PUBLIC ASSISTANCE SERVICES 75. 569-12-10 SMCRA COMMUNITY OUTREACH COORDINATOR (60%) $29,091 $29,091 100% 76. 569-21-10 FICA $1,855 $1,855 100% 77. 569-22-10 PENSION $3,806 $3,806 100% 78. 569-23-10 INSURANCE $2,664 $2,664 100% 79. 569-24-10 WORKERS COMP $134 $134 100% ADOPTED BUDGET ACTUAL ESTIMATE % EXPENDED ACCTNO ACCOUNT CLASSIFICATION FY 2011-2012 FY 2011-2012 FY 2011-2012 OPERATING EXPENDITURES 79. 554-32-10 PROFESSIONAL SERVICES -ANNUAL AUDIT $7,250 $6,000 83% 80. 554-34-15 OTHER CONTRACTUAL SERVICES $0 $0 n/a 81. 554-40-70 TRAVEL & CONFERENCE $2,000 $44 2% 82. 554-40-80 EMPLOYEE EDUCATION & TRAINING $1,000 $0 0% 83. 554-46-31 MAINTENANCE & REPAIRS -TELEPHONE LINES $2,500 $812 32% 84. 554-48-50 ADVERTISING NON-LEGAL $500 $0 0% 85. 554-49-10 ADVERTISING LEGAL ADS $1,000 $180 18% 86. 554-52-10 OPERATING SUPPLIES $4,500 $3,118 69% 87. 554-54-10 PUBLICATIONS, SUBSCRIPTIONS & MEMBERSHIPS $2,000 $1,310 66% ········.·,-OfAGOPEMTINaEXp.ENrlll'URES·· ',','" ',' ,"-'.', ',,,,' '.,",,';' ,',',',' , '",'" ", ········~~9 .. 150·. ACCT NO ACCOUNT CLASSIFICATION GENERAL FUND SERVICESITRANSFERS 88. 554-91-40 FUEL -FIELD INSPECTION CAR INSURANCE -FIELD INSPECTION CAR AGENCY MAIL-OUT POSTAGE PRINTING/COPIER USAGE PROTECTIVE SERVICES FUEL, INSURANCE & EQUIPMENT SMCRA SECRETARY/CITY CLERK SUPPLIES & SERVICES LAND-USE CHANGE TRANSMITTAL SERVICES (EAR AMENDMENTS) LAND-USE CHANGE & ZONING ADMINISTRATION -PLANNING DEPT. CITY MAPPING & PRINTING SERVICES (GIS) ""QrAtG~NE~(FUN~~li~VI¢~$iT~N~~ERS . ADOPTED BUDGET FY 2011-2012 $758 $500 $242 $1,668 $3,097 $2,500 $4,490 .$3,800 $7,945 ACTUAL ESTIMATE FY 2011-2012 $758 $500 $242 $1,668 $3,097 $2,500 $4,490 $3,800 $7,945 % EXPENDED FY 2011-2012 100% 100% 100% 100% 100% 100% 100% 100% 100% . ::':,;.: '"" """"""':;.';;' .•. ,.,.,,, "',> ::'2:"" '.:",'''; '.,. ".: ''',',' .. ',', ,:'. '" ':";,,,;,,:.,,. :~,." ':';'.:;';.:,'.::!,: ,c'···· "'.: :"'c,';:: .,,,:: .... :" :<:.: ." .::" :1::':': .,: n':': if::" :., , ",.:.,;: .. " .. : ":.::;·"',,c;::i'Z.,:. .:,:::;:::::·.iJ[::" ::::I::r;:>: .. , ···,TGT:ALAGTUALBUIlG:ET,EXP,ENDITUR1IOiS; •. ;,·,,,······ .. .. ··.·,$~,t>3~176'l<,·.····· .' ······v:$.1j8l7\17~,.".··,"'··, ··,,;'69%,:.':' . '-'_, ',,' ... ,,----,--;.----"-----';:-/?i,,~ i'_.·';'<.'/_"".'_.,'.'",.,·,',,',,,.,,', __ ".,J_",·,,'_-'.',<---'--,c'_'i,\ ,v. -,'",'-,' ,-,,", _",_,,'';.'-"»-"\"", "', -_~_,,:; APPENDIX D SMCRA BOARD APPROVED BUDGET HEARING RESOLUTION (SMCRA Resolution No. 70-12-610) RESOLUTION NO. eRA 70 -1 2 -61 0 A resolution of the South Miami Community Redevelopment Agency (SMCRA) approving the SMCRA Budget for Fiscal Year beginning October 1, 2012 and ending September 30, 2013; Authorizing the expenditure of funds established by the budget; authorizing the Agency to transmit the budget to Miami-Dade County for final approval. WHEREAS, based on the adopted inter-local agreement with Miami-Dade County, the Agency shall prepare and approve an annual revenue and expenditure budget based on projected tax increment finance revenues and in accordance with the adopted Community Redevelopment Agency Plan; and WHEREAS, during the September 10, 2012 Meeting, the SMCRA Board conducted their annual budget workshop to discuss prior year accomplishments and to develop the 2012-2013 Budget based on current needs and in accordance with the goals and objectives contained in the adopted redevelopment plan; and WHEREAS, during the September 10th Workshop, various amendments were requested by the Board based on projected revenue decreases and current goals and objectives of the SMCRA Board; and WHEREAS, following the September 10, 2012 Budget Workshop, all requested amendments were incorporated into the budget and the budget was subsequently reviewed by the SMCRA Board during the October 8, 2012 Budget Hearing; and WHEREAS, the SMCRA Board desires to implement the goals and objectives of the community redevelopment plan through the approval of the annual FY 2012- 2013 Budget and authorize the Agency to transmit the budget to Miami-Dade County for final approval; and NOW THEREFORE BE IT RESOLVED BY THE COMMUNITY REDEVELOPMENT AGENCY OF THE CITY OF SOUTH MIAMI, FLORIDA THAT: Section 1. The South Miami Community Redevelopment Agency Board authorizes approval of the SMCRA Budget for Fiscal Year beginning October 1, 2012 and ending September 30, 2013; Authorizing the expenditure of funds established by the budget; authorizing the Agency to transmit the budget to Miami-Dade County for approval; providing severability; and providing an effective date. Section 2. This resolution shall take effect immediately upon adoption. PASSED AND ADOPTED this 8TH day of October, 2012. Page 1 of2 eRA 70-12-610 ATTEST: APPROVED: rfJPCJillJ CHAIRPERSON Board Vote: 6-0 Chair Stoddard: Yea Vice Chair Liebman: absent Member Newman: Yea Member Harris: Yea Member Welsh: Yea Member Covington: Yea Member Price: Yea Page 2 of2 MIAMI-DADE COUNTY FORMATTED BUDGET (Fiscal Year 2012-2013) APPENDIX E Miami-Dade County Budget Format South Miami Community Redevelopment Agency FY 2012-2013 Budget