HFA 02-18-19RESOLUTION NO. HFA 02-18-12,
A Resolution of the City of South Miami Health Facilities Authority (the
"Authority") to approve and to transmit the Authority's Annual Report to
the City of South Miami City Commission and Miami-Dade County
Commission.
WHEREAS, the City of South Miami Health Facilities Authority (the "Authority")
was created pursuant to the Health Facilities Authorities Law, Part III of Chapter 154 of the
Florida Statutes, as amended (the "Act"), upon a delineation of a need for the Authority by
the South Miami City Commission under Section 154.207(1) of the Act; and
WHEREAS, pursuant to City of South Miami Ordinance No. 11-95-1584 (the
"Ordinance"), Chapter 154, Part III and Chapter 159, Part II, Florida Statutes, the Authority
is vested with the power to authorize the issuance and sale of bonds, and to take various
other actions for the purpose of assisting health facilities in the acquisition, construction,
renovating, rehabilitating, furnishing, equipping, financing and refinancing of projects; and
WHEREAS, Ordinance 11-95-1584, Section 4, sets forth the "Powers and Duties of
the Authority," and requires the Authority to "To make a report to the Commission within
the first 90-days of each calendar year, of the Authority's activities for the preceding
calendar year. Each report shall set forth a complete operating and financial statement
covering its operation during the year."
WHEREAS, a copy of the financial report, by the chief financial officer for the City of
South Miami prepared a financial report for the Authority which is attached hereto as Exhibit A;
and
WHEREAS, the Authority wishes to approve the attached Annual Report and to
designate certain individuals to act on its behalf in these regards and to execute and deliver the
Annual Report and take any other required actions in connection therewith.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY OF SOUTH MIAMI
HEALTH FACILITIES AUTHORITY THAT:
Section 1. The Authority hereby approves the Authority'S Annual Report prepared on
behalf of the Authority by the Chief Financial Officer for the City of South Miami, which is
attached hereto as Exhibit A. The Annual Report will be transmitted to the City of South
Miami City Commission and Miami-Dade County Commission.
Section 2. Severability. If any section, paragraph, clause or provIsIOn of this
Resolution shall be held to be invalid or ineffective for any reason, the remainder of this
Resolution shall continue in full force and effect, it being expressly hereby found and
declared that the remainder of this Resolution would have been adopted despite the invalidity
or ineffectiveness of such section, paragraph, clause or provision.
Section 3. Effective Date. This Resolution shall take effect immediately upon its
adoption.
Res. No. HFA 02-18-19
PASSED AND ADOPTED this 9.t.hday of March, 2018.
APPROVED:
CHAIR
AUTHORITY VOTE:
Chair:
Vice Chair:
Member:
Member: (Vacant)
Member: (Vacant)
Page 2 of2
Subrata Basu
Eugene Pugh
Lydia Puente
3-0
Yea
Yea
Yea
FINANCE DEPARTMENT
March 9, 2018
Mayor and Commission
Re: City of South Miami
Health Facilities Authority
2017 Annual Report
Hon. Mayor, Vice Mayor and Commissioners:
EXIDBITA
As required by Ordinance I 1-95-1584 Section 4 , "Powers and Duties of the Authority," which
requires the South Miami Health Facilities Authority to "To make a report to the Commission
within the first 90-days of each calendar year, of the Authority's activities for the preceding
calendar year. Each report shall set forth a complete operating and financial statement covering
its operation during the year."
In 1995, the City Commission of the City of South Miami, Florida determined that for the
benefit of the people of the City, the increase of their commerce, welfare and prosperity and
the improvement of their health and living conditions, it was essential that the people of the
City have access to adequate medical care and health facilities and that it was essential that
health facilities be provided with appropriate additional means to assist in the development,
improvement and maintenance of the public health; and that a Health Facilities Authority would
provide additional means to assist in the development and maintenance of the City's health
facilities; and was established under Section 154.207 of the Florida Statutes, authorizing the City
to create a public body to insure that the people of the City have access to adequate medical
care and health facilities.
In August 12, 2013, the Internal Revenue Service completed their examination of the bond issue
$800,000,000 City of South Miami Health Facilities Authority Hospital Revenue Bonds, Series
2007 (Baptist Health South Florida Obligated Group) CUSIP # 83881 OBY4, issued May 16,2007
with no change to the position that interest received by bondholders is excludable from gross
income under section 103 of the Internal Revenue Code.
In calendar year 2017, the South Miami Health Facility Authority issued Hospital Refunding
Revenue Bonds, Series 2017 for approximately $809,565. The board met on Friday, December
8, 2017 at lOam and unanimously approved resolution HFA 03-17-17, providing authorization
for such refunding. In consideration for issuing the Series 2017 bonds, the City of South Miami
Health Facilities Authority received a payment of $250,000 from Baptist Health South Florida to
be used in a manner which is allowed by Florida Statute.
As per Florida Statute I 54.209( 14), "the health facilities authority, to donate any surplus funds
that remain in its account at the end of the fiscal year after those costs and expenses are paid,
which funds may include fees or accrued interest, to the governing body of the local agency that
created the health facilities authority." The fiscal year ends on September 30, 2018, and at that
time or anytime thereafter, the Health Facilities Authority may, via resolution, donate the
surplus funds of approximately $250,000 to the City of South Miami, which must be used as
required by law.
The City of South Miami Health Facilities Authority last annual meeting was on March 3, 2016
and met to approve and to transmit the Authority's Annual Report. Furthermore, at this time
the South Miami Health Facility Authority has no bank account and has not conducted any
further operation.
If you should have any questions, please feel free to contact me at any time. Thank you always
for the continued support.
'"
Chief Financial Officer
City of South Miami, Florida
Notes to the Basic Financial Statements
September 30, 2016
Note 9 -Long Term Liabilities of Governmental Activities (continued)
Conduit Debt Obligation: The City of South Miami Health Facilities Authority was created to issue
Healthcare Facilities Revenue Bonds to provide financial assistance to the City's private-sector
hospitals for the acquisition and construction of facilities deemed to be in the public interest. The
bonds are secured by the property financed and are payable solely from revenues derived from the
private-sector hospitals.
In 2007, the Baptist Health South Florida ("BHSF") issued through the City of South Miami Health
Facilities Authority, $ 800,000,000 of its Hospital Revenue" Bonds, Series 2007 ("2007 Bonds"). The
proceeds from the bonds were used to refund then outstanding bonds and to acquire, construct,
equip, and rehabilitate certain health care facilities of BHSF. The 2007 Bonds bear interest at rates
ranging from 4.62% to 5.00%, payable semiannually each February 15 and August 15, and mature
annually through 2042. As of September 3D, 2016, the outstanding principal amount payable was
$ 701,765,000.
The City acts solely as a lawful conduit in the issuance of the bonds and is not obligated in any
manner for their repayment. Accordingly, the bonds are not reported as liabilities in the
accompanying financial statements.
Note 10 -Commitments and Contingencies
Grants: Amounts received or receivable from grant agencies are subject to audit and adjustment
by grantor agencies. Any disallowed claims, including amounts already collected, may constitute a
liability of the City. The amount, if any, of expenditures which may be disallowed by the grantor
cannot be determined at this time although the City expects such amounts, if any, to be
immaterial.
Litigation -General Matters: The City is currently a defendant in several pending claims and other
legal proceedings incidental to the operations of the City. The City attorneys are vigorously
defending each action. The ultimate liability and likelihood related to these claims is not presently
determinable.
Note 11 -Other Post-Employment Benefits
The City previously implemented GASB Statement No. 45, Accounting and Financial Reporting by
Employers for Postemployment Benefits Other Than Pensions ("OPEB"). This Statement established
accounting standards for post-retirement benefits other than pensions. The Statement does not
require funding of OPEB expense, but any difference between the annual required contribution
("ARC") and the amount funded during the year is required to be recorded in the City's statement
of net position as an increase (or decrease) in the OPEB obligation.
Plan Description and Funding Policy: Employees who retire from the City and their dependents
are eligible to continue to participate (single employer plan) in the City's health insurance, dental,
and vision plans currently offered through the City at the "blended" employee group rate, which is
determined annually by the City. The retiree must continue to meet all partiCipation requirements
and pay all applicable premiums by the specified due date. As of October I, 2014, the date of the
most recent actuarial evaluation, there are five participating retirees in the group health program.
The City provides no funding for any portion of the premiums after retirement. However, the City
recognizes that there is an "implicit subsidy" arising as a result of the blended rate premium since
retiree health care costs, on average, are higher than active employee healthcare costs. The plan is
not accounted for as a trust fund and an irrevocable trust has not been established to fund this
plan. The plan does not issue a separate financial report. It is the City's current policy to fund the
plan on a "pay-as-you-go" basis.
38
MIAMI DAILY BUSINESS REVIEW
Published Dally excepl Salurday, Sunday and
Legal Holidays
Miami, Miami-Dade Counly, Florida
STATE OF FLORIDA
COUNTY OF MIAMI-DADE:
Before the undersigned authority personally appeared
JOHANA OLIVA, who on oath says that he or she is the
LEGAL CLERK, Legal Notices of the Miami Daily Business
Review 11k/a Miami Review, a daily (except Saturday,
Sunday and Legal Holidays) newspaper, published at Miami
in Miami-Dade County, Florida; that the attached copy of
advertisement. being a Legal Advertisement of Notice in the
matter of
NOTICE OF ANNUAL MEETING -CITY OF SOUTH MIAMI -
HEALTH FACILITIES AUTHORITY -MAR 9, 2018
in the XXXX Court,
was published in said newspaper in the issues of
03106/2018
Affiant further says that the said Miami Daily Business
Review is a newspaper published at Miami, in said
Miami-Dade County, Florida and that the said newspaper has
heretofore been continuously published in said Miami -Dade
County, Florida each day (except Saturday, Sunday and
Legal Holidays) and has been entered as second class mail
matter at the post office in Miami in said Miami-Dade County,
Florida, for a period of one year next preceding the first
publication of the attached copy of advertisement; and affiant
further says that he or she has neither paid nor promised any
person, firm or corporation any discount, rebate, commission
or refund for the purpose of securing this advertisement for
publication in the said newspape r.
, ~""'tlil "'~:l:!~ll::~,,, MARIA I. MESA
l~o" /~i Notary Public -Slate 01 Florida ... tr '0" ~. ~ ~9 • ~ Commission # FF 935208 ~!'}:~ y,,-~,~~ o~" My Comm. Expires Mar 4, 2020 I" OFf~ \,'t:
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