Res No 130-18-15163RESOLUTION NUMBER: _1_3_0_-_18_-_1_5_1_6_3_
A Resolution of the City of South Miami, Florida, relating to the
City's 2018/2019 fiscal year budget; advising the Miami-Dade
County Property Appraiser of its proposed millage rate of
4.3000 mills; its rolled-back rate of 4.0302 mills, and announcing
the date, time and place of public hearing to consider the
proposed millage rate and tentative budget.
WHEREAS, Florida Statute 200.065 requires that within 35 days of receiving
the Certificate of Value, each taxing authority shall advise the property appraiser of its
proposed millage rate, its rolled-back rate computed pursuant to sub-section (I) and of
the date, time and place when a pUblic hearing will be held to consider the proposed
millage rate and tentative budget; and
WHEREAS, the Certification of Value was made on June 29,
2018; and
WHEREAS, the City's Administration 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
COMMISSION OF THE CITY OF SOUTH MIAMI, FLORIDA THAT:
Section I. The City Administration shall advise the property appraiser that
the proposed millage rate of the City of South Miami, Florida for the 2018/2019 fiscal
year budget is 4.3000 mills which is a 6.69% increase over the rolled back rate and that
the rolled-back rate, computed pursuant to sub-section (I) of Florida Statute 200.065, is
4.0302 mills. .
Section 2. The date, time, and place of the first and second public budget
hearings shall be held to consider the proposed millage rate and budget are as follows:
First Budget Hearing, September 13, 2018 at 7:00 p.m., in the City Commission
Chambers, 6130 Sunset Drive, South Miami, Florida.
Second Budget Hearing, September 26, 2018 at 7:00 p.m., in the City Commission
Chambers, 6130 Sunset Drive, South Miami, Florida.
Section 3. Severability. 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.
Page 1 of2
Res. No. 130-18-15163
. Section 4. Effective Date. This resolution shall become effective immediately
upon adoption by vote of the City Commission.
PASSED AND ADOPTED this 17th day of ~, 2018.
ATTEST:
Page 2 of2
APPROVED:
&i!~
MAYOR
COMMISSION VOTE: 5-0
Mayor Stoddard: Yea
Vice Mayor Harris: Yea
Commissioner Gil: Yea
Commissioner Liebman: Yea
Commissioner Welsh: Yea
City Commission Agenda Item Report
Meeting Date: July 17, 2018
Submitted by: Alfredo Riverol
Submitting Department: Finance Department
Item Type: Resolution
Agenda Section: ADD-ON ITEM(S)
Subject:
Agenda Item No:Ba.
A Resolution of the City of South Miami, Florida, relating to the City's 2018/2019 fiscal year budget; advising the
Miami-Dade County Property Appraiser of its proposed millage rate of 4.3000 mills; its rolled-back rate of
4.0302 mills, and announcing the dates of public hearing to consider the proposed millage rate and tentative
budget. 3/5 (City Manager-Finance Dept.) .
Suggested Action:
Attachments:
Millage Memo FY 19 FINAL.docx
2018-2019 Reso re notice to appraiser within 35 daysCArev W#s.docx
TRIM (420, 420TIF, 420MM-P).pdf
2018-pre lim i nary-roll-change-by-prope rty-type. pdf
2018-year-to-year-com parison. pdf
2018-pre Ii m i nary-roll-by-taxi ng-authority. pdf
2018-pre lim i nary-se nior-exe m pti ons. pdf
2018-ave rage-and-median-homestead-reside nti ai-val ues. pdf
2016 Fiscal Impact of Extending Homestead Banding Between lOOk and 125k.pdf
1
THE CITY OF PLEASANT LIVING
To:
From:
Copy:
Date:
Subject:
Request:
CITY OF SOUTH MIAMI
OFFICE OF THE CITY MANAGER
INTER-OFFICE MEMORANDUM
The Honorable Mayor & Members of the City Commission
Steven Alexander, City Manager
Alfredo Riverol, CPA, CRFAC, CGFM, CGMA, Chief Financial Officer
July 17,2018 Agenda Item: __ _
Tentative Millage Rate for FY 2018-2019
A Resolution of the City of South Miami, Florida,
relating to the City's 2018/2019 fiscal year budget;
advising the Miami-Dade County Property Appraiser of
its proposed millage rate of 4.3000 mills; its rolled-back
rate of 4.0302 mills and announcing the dates of public
hearing to consider the proposed millage rate and
tentative budget.
BACKGROUND & ANALYSIS
The procedures and timetables for establishing the taxation rate and the creation of the
Budget are governed by the State of Florida. These rules are generally referred to as
TRIM (Truth-in-Millage). This memo addresses the establishment of the maximum
millage rate, rollback millage rate, and scheduling formal budget public hearings as
required by the TRIM law.
The Miami-Dade County Property Appraiser certified the Taxable Value within the City
of South Miami at $1,918,166,785. This valuation represents a 7% increase from the FY
2017-18 level of $1,793,210,812 before the effects of inflation are factored into the
calculation. When the increase in ad valorem revenues is considered in conjunction
with the increase in inflation or CPI, the net increase in revenues to the City as
projected at the current and proposed millage rate is $256,167.
Maximum Millage Rate
A primary source of revenue for municipal government is the property ad valorem tax,
which is representative of the property taxes applied to commercial and residential real
property and commercial personal property. The Miami Dade Property Appraiser sets
the assessable taxable property valuation, based on many factors including State Law
such as Homestead exemptions not the City of South Miami, and is based on the
property valuation calculated and transmitted by the Property Appraiser. The rate at
which property is taxed is referred to as the millage rate. The tax rate, or millage rate,
is set by the City of South Miami. The amount of taxes paid by a property owner is
Page lof9
2
determined by multiplying the millage rate, times each $1,000 of assessable property
taxable value.
Local jurisdictions, including municipalities, are required, to establish and publish a
maximum millage rate during the budget process as required by Florida Statute 200.065
which requires that within 35 days of receiving the Certificate of Value, (Certification of
Value was made on June 29, 2018) each taxing authority shall advise the property
appraiser of its proposed millage rate, its rolled-back rate computed pursuant to sub-
section (I) and of the date, time and place when a public hearing will be held to consider
the proposed millage rate and tentative budget. This rate will be advertised by the City
and also reported to the Miami-Dade Property Appraiser. The City Commission can
decrease the rate during the budget process. but it cannot be increased after the above
date except under extraordinary circumstances. and at significant expense to the City.
At this point in the budget process the City is simply establishing a maximum millage
rate for budget flexibility and advertising purposes. Therefore, the Mayor and
Commission may elect to consider establishing a higher maximum millage rate, for
instance, 4.5000, which would generate additional estimated ad valorem revenue of
$329,733, above the existing 4.3000 millage rate.
For every change of one-tenth of the millage rate, the ad valorem revenue generated is
increased or decreased by an estimated $164,867. As per Miami-Dade County's 2018
preliminary average taxable homestead residential value report, the average taxable
homestead residential value for South Miami is $250,927.
During the FY 2019 budget process, newly recommended and discussed budget items
such as much needed parks improvements and new acquisitions will require additional
funds over last year's approved budget and the Mayor and Commission may request
special projects, new funding for educational alliances, the purchase and or
refurbishment of parks and other publicly owned properties and facilities, set new
policies, and/or adopt newly negotiated labor agreements, which the additional
estimated revenue will assist in funding. Securing the funds necessary for such
improvements may be attained by an increase in the millage rate.
Page 2of9
3
Hypothetical Millage Rate Increase
Under the hypothetical millage rate example of 4.5000, using the Miami-Dade County's
average taxable value, the average homesteaded residential taxpayer would incur an
additional $155.47 annually, which equals .43 cents a day, on their 2018 annual tax bill
when compared to their 2017 annual tax bill. Therefore, at the hypothetical millage rate
example of 4.5000, an increase of $784,61 I to City revenues only costs the average
homeowner 43 cents a day more than what the homeowner paid for FY 2018.
TAXING AGENCY
City of South Miami
Average Taxable Amount
City of South Miami
PROIECTED REVENUE CONCERNS
Parking Revenues
FY 2018
MILLAGE
4.3000
FY 2018
$226,443
FY 2018
$974
FY 2019
MILLAGE
4.5000
FY 2019
$250,927
FY 2019 Diff
$1,129 $155.47
Currently, Parking Revenues are the second largest revenue source (behind property
tax) in our City budget. Currently the Parking Franchise Revenue is budgeted amount
at $1,840,000. That amount represents a reduction of approximately 15% less than
what was budgeted in the previous year. The reduction of the projected revenue from
parking ($2,167,200) was due to several factors.
The City believes that the primary reasons for the reduction and continuous downward
trend in parking revenue can be attributed to several factors including;
I. Ride-sharing programs (Le. Uber, Lyft).
On May of 2016, Miami-Dade County approved the use of Ride Sharing
Services, which has increased the public's use of Uber and Lyft. The rising
popularity of ride-hail companies like Uber and Lyft in South Miami is causing
fewer drivers to park in South Miami, Miami-Dade County, and around the
entire Country. Not only has parking been affected, but all public transit has
been impacted. As stated in the New Times article on August 18, 2017,
"People have begun to switch to Uber and Lyft, preferring the comparably
priced, comfortable options to public transit." Parking systems, such as
South Miami's, are beginning to see the major impacts on Parking Revenues
from ride sharing programs. We project that there is going to be continued
negative impacts related to parking revenues as ride-hailing services and self-
driving cars gain popularity around the country.
Page 3 of9
4
2. The closing of key businesses, and more importantly, the delay in reopening
of previously existing major commercial entities.
Although many shopping areas nationally are experiencing significant retail
closures due to the increasing competition of the internet and new efforts
from companies such as Amazon, South Miami is undergoing an exaggerated
difficult period as it awaits the anticipated reincarnation of the Shops at
Sunset.
3. Reductions in overall consumer traffic in the downtown area, which are in
part due to the delayed metamorphosis that the Shops at Sunset, the "heart"
of the commercial ecosystem in the downtown area, has amplified.
As mentioned previously, businesses periodically close in the normal retail
environment and is to be expected, however, when commercial locations
remain vacant for a long period, then there is heightened concern and cause
for developing and implementing alternative strategies.
It is important that the City prepare for future reductions in parking revenues
generated by its retail facilities and look for other ways to generate revenues.
Florida Homestead Exemption Increase Amendment
The Florida Homestead Exemption Increase Amendment is on the ballot November 6,
2018 as a legislatively referred constitutional amendment. A "yes" vote supporting this
amendment will exempt the portion of home values between $100,000 and $125,000
from property taxes other than school taxes. The measure would provide for a
homestead exemption on the portion of home values between $100,000 and $125,000,
meaning the $25,000 between $100,000 and $125,000 of a home's value would be
exempted from property taxes. other than school district taxes. As of 2017, Section 6(a)
of Article VII of the Florida Constitution provides for a homestead exemption on the
portion of home values between (a) $0 and $25,000 and (b) $50,000 and $75,000.
Should this amendment pass, which is expected to pass, the City estimates
that we will experience an initial revenue loss amount of approximately
$222,513, which would take effect in Fiscal Year 2019-20.
The continuing loss of parking revenues and the expected continuous loss of
the Homestead Exemption revenues project a mounting and continuing
revenue concern for the City, which needs to be planned for now so that
unexpected and unfortunate actions need to occur in the near future.
Adopting the current FY 2018 millage rate of 4.3000 as the FY 2019 millage rate would
provide the City an estimated Ad Valorem revenue increase of $454,878, based on the
increase in taxable value of property in the City before the effects of inflation are
factored into the calculation.
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5
Rolled-back Millage Rate
Cities are also required by State Law 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.). The rolled-back millage rate for the City of South
Miami is 4.0302. The City's current millage rate of 4.3000 represents a 6.69% increase
over the rolled-back rate. If the City were to adopt the rolled-back rate of 4.0302, the
City's estimated Ad Valorem revenue would decrease by an estimated
$444,810 when compared to the City's proposed FY 2018 Ad Valorem
revenue estimate.
For 2017, the annual average Consumer Price Index (CPI) was 2.8%, hence, when
taken into account with the annual average CPI from last year of 2.8%, the effective
decrease in revenues is approximately $198,711 ($7,096,822 x 2.8%) which jumps the
City to a total decrease of $643,521 ($444,810 + $198,71 I).
Page 5 of 9
6
Please find the Millage Calculation table below.
MILLAGE CALCULATION COMPARISON (PROPOSED)
MILLAGE RATE
REAL PROPERTY TAXABLE VALUE
PERSONAL PROPERTY TAXABLE VALUE
TOTAL TAXABLE VALUE (REAL AND
PERSONAL PROPERTY)
AD VALOREM REVENUE
95% OF TAXABLE VALUE (TO ALLOW FOR
DELETIONS & DELINQUENCIES)
DEDICATED TAX INCREMENT AMOUNT
4.3000
1,727,378,539
65,832,273
1,793,210,812
7,710,806
7,325,266
-683,322
,~6;44:944'
4.3000
1,843,032,750
75,134,035
1,918,166,785
8,248,117
7,835,711
-738,889
,. ,i..~1!iI:i
."' "'''' .,:.: L. _.:,~::
MILLAGE CALCULATION (ROLLED-BACK)
0.00%
6.70%
14.13%
6.97%
537,311
510,445
55,567
.'F~~~i,.?8;>
i~fj]:;~~~'F~11~~,.... . · •• ai~·(" >~i·,li.;.=){;;
"'.;:,~;;"';'" .u<' '}':" ,',.... . FY;2q:r:r401~.t=Y2011';'21J.";'G "(', ... ; ..
MILLAGE RATE
REAL PROPERTY TAXABLE VALUE
PERSONAL PROPERTY TAXABLE VALUE
TOTAL TAXABLE VALUE (REAL AND
PERSONAL PROPERTY)
AD VALOREM REVENUE
95% OF TAXABLE VALUE (TO ALLOW FOR
DELETIONS & DELINQUENCIES)
DEDICATED TAX INCREMENT AMOUNT
DIFFERENCE
4.3000
1,727,378,539
65,832,273
1,793,210,812
7,710,806
7,325,266
-683,322
6;~'lj944
4.0302 -6.69%
1,843,032,750 6.70%
75,134,035 14.13%
1,918,166,785 6.97%
7,730,596 19,789
7,344,066 $18,800
-692,054 8,732
6652'011 '
.',-'. '" _c'
.:IO~O~~
-444,810
Page 6 of 9
7
Below please find a, detail breakdown of the City's 2018 taxable values and 2017 taxable
values by property type.
SINGLE FAMILY 2,855 869,649,486 2,849 7,95,402,785
CONDOMINIUM 781 119,166,685 781 109,974,035
MULTI FAMILY 92 163,371, 127 91 147,833,436
COMMERCIAL 640 613,482,777 638 596,737,867
INDUSTRIAL 27 11,771,665 27 10,866,991
AGRICULTURE 628,229 I 614,356
VACANT LAND 224 54,981,660 233 55,076,842
INSTITUTIONAL 35 9,183,745 36 10,074,759
GOVERNMENTAL 51 0 51 0
OTHER PROPERTIES II 797,376 II 797,468
REAL ESTATE PARCELS 4,717 1,843,032,750 4,718 1,727,378,539
PERS PROP & CENT ASSD 75,134,035 65,823,326
ALL ASSESSED PROPERTY 1,918,166,785 I ,793,20 I ,865
This increase is attributable to continued signs of the economy stabilizing. The City
experienced an overall assessed real property value increase of $1 15,654,21 I or 6.70%.
This total is the actual assessed taxable value for 2018.
Tangible Personal Property (TPP) consists of all property that is not real estate (land,
buildings and improvements). It includes furniture, fixtures, tools, computer equipment,
machinery, office equipment, supplies, leasehold improvements, leased equipment,
signage, and any other equipment used in a business. ,Furniture and fixtures used in a
rental unit (condo, apt, "house) are also taxable in this category. Tangible Personal
Property assessed values increased by $9,310,709 or 14.14% when comparing the
assessed value of FY 2018-19 and FY 2017-18.
The increase in property valuations specifically from construction within the current
2018 year is $2,393,5936 , which represents an increase from the previous year of
$9,172,225 or 160.96%.
RECOMMENDATION
The Administration is proposing a millage rate of 4.3000 mills for FY 2018-
19, which is equivalent to the City's FY 2017-18 existing millage rate.
Page 7 of9
8
When the increase in ad valorem revenues is considered in conjunction with the
increase in inflation or CPI, the net increase in revenues to the City as projected
at the current and proposed millage rate is $256,167. Additionally, the possible
continuation of revenue slippage from parking revenues, and the Communications tax
(land telephone lines) will add to the reduction in revenues projected for this year.
Therefore, we believe maintaining the current millage rate is very conservative.
This millage rate continuation will allow the City to proceed with regular necessary
services, operations and on-going projects without an increase in tax rate.
Whatever rate the Commission sets at this time will be the highest possible rate, for this
coming fiscal year. The Commission will be able to re-consider the rate dl,lring the FY
18-19 budget hearings in September of 2018 only for rates lower than what is set
tonight by the attached Resolution.
Page 8 of9
9
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 budget
hearings. There are also special advertising requirements for these hearings.
It is recommended that the Budget Workshop be scheduled as follows:
Budget Workshop Monday, August 13, 2018
9:00AM
City of South Miami City Hall
Commission Chambers
6130 Sunset Drive
South Miami, FL 33143
Additionally, the required budget hearings are proposed for the following dates:
First Budget Hearing Thursday, September 13, 2018
7:00 PM
Second Budget Hearing Wednesday, September 26, 2018
7:00 PM
NOTE:
Pertinent meetings scheduled as of this date include:
Miami-Dade County Budget Hearings: 9-06-18 and 9-12-18
and
City of South Miami City Hall
Commission Chambers
6130 Sunset Drive
South Miami, FL 33143
City of South Miami City Hall
Commission Chambers
6130 Sunset Drive
South Miami, FL 33143
Miami-Dade County School Board Budget Hearings: 7-25-18 and 9-05-18
Attachments
-Proposed Resolution
-DR-420, 420TIF, & 420MM-P (DRAFTS)
-2018 Tax Roll by Property Type
2018 Year-to-Year-Comparison
-2018 Preliminary Tax Roll by Taxing Authority
-2018 PreHminary Senior Exemption
-Miami-Dade County Preliminary Average Taxable Homestead Residential Value
-2016 Fiscal Impact of Extending Homestead Banding Between lOOk and 125k
Page 9 of9
10
1·.~s~lprm.J I~~.;t ~~~£f4i~~.,··;1
CERTIFICATION OF TAXABLE VALUE
FLORIDA
Year: 2018 County: MIAMI-DADE
Principal Authority: Taxing Authority:
CITY OF SOUTH MIAMI CITY OF SOUTH MIAMI
SECTION I: COMPLETED BY PROPERTY APPRAISER
1. Current year taxable value of real property for operating purposes
2. Current year taxable value of personal property for operating purposes
3. Current year taxable value of centrally assessed property for operating purposes
4. Current year gross taxable value for operating purposes (Line 1 plus Line 2 plus Line 3)
Current year net new taxable value (Add new construction, additions, rehabilitative
5. improvements increasing assessed value by at least 100%, annexations, and tangible
personal property value over 115% of the previous year's value. Subtract deletions.)
6. Current year adjusted taxable value (Line 4 minus Line 5)
7. Prior year FINAL gross taxable value from prior year applicable Form DR-403 series
8. Does the taxing authority include tax increment financing areas? If yes, enter number
of worksheets (DR-420TIF) attached. If none, enter 0
Does the taxing authority levy a voted debt service millage or a millage voted for 2
9. years or less under s. 9(b), Article VII, State Constitution? If yes, enter the number of
DR-420DEBT, Certification of Voted Debt Millage forms attached. If none, enter 0
$
$
$
$
$
$
$
[(]YES
DYES
D
DR-420
R. 5/12
Rule 12D-16.002
Florida Administrative Code
Effective 11/12
1,843,032,750 (1 )
75,134,035 (2)
0 (3)
1,918,166,785 (4)
23,935,936 (5)
1,894,230,849 (6)
1,771,578,277 (7)
NO Number (8)
1
Number
[{] NO (9)
0
Property Appraiser Certification II certify the taxable values above are correct to the best of my knowledge.
SIGN Signature of Property Appraiser: Date:
HERE
Electronically Certified by Property Appraiser 6/28/2018 11 :47 AM
SECTION" : COMPLETED BY TAXING AUTHORITY
If this portion of the form is not completed in FULL your taxing authority will be denied TRIM certification and
possibly lose its millage levy privilege for the tax year. If any line is not applicable, enter -0-.
10. Prior year operating millage levy (If prior year millage was adjusted then use adjusted
4.3000 per $1,000 (10) millage from Form DR-422)
11. Prior year ad valorem proceeds (Line 7 multiplied by Line 10, divided by 1,000) $ 7,617,787 (11)
12. Amount, if any, paid or applied in prior year as a consequence of an obligation measured by a $ 683,322 (12) dedicated increment value (Sum of either Lines 6c or Line 70 for 01/ DR-420TlF forms)
13. Adjusted prior year ad valorem proceeds (Line 11 minus Line 12) $ 6,934,465 (13)
14. Dedicated increment value, if any (Sum of either Line 6b or Line le for 01/ DR-420TIF forms) $ 173,593,116 (14)
15. Adjusted current year taxable value (Line 6 minus Line 14) $ 1,720,637,733 (15)
16. Current year rolled-back rate (Line 13 divided by Line 15, multiplied by 1,000) 4.0302 per $1000 (16)
17. Current year proposed operating millage rate 4.3000 per $1000 (17)
18. Total taxes to be levied at proposed millage rate (Line 17 multiplied by Line 4, divided (18)
by 1,000) S 8,248,117
13
Continued on page 2
TYPE of principal authority (check one) D County D Independent Special District
19.
IZI Municipality D Water Management District
Applicable taxing authority (check one) D Dependent Special District IZI Principal Authority
20.
D MSTU D Water Management District Basin
21. Is millage levied in more than one county? (check one) DYes IZI No
22. Enter the total adjusted prior year ad valorem proceeds of the principal authority, all
dependent special districts, and MSTUs levying a millage. (The sum of Line 13 from all DR-420
forms)
23. Current year aggregate rolled-back rate (Line 22 divided by Line 15, multiplied by 1,000)
24. Current year aggregate rolled-back taxes (Line 4 multiplied by Line 23, divided by 7,000)
Enter total of all operating ad valorem taxes proposed to be levied by the principal
25. taxing authority, all dependent districts, and MSTUs, if any. (The sum of Line 18 from all
DR-420 forms)
26. Current year proposed aggregate millage rate (Line 25 divided by Line 4, multiplied
by 7,000)
27. Current year proposed rate as a percent change of rolled-back rate (Line 26 divided by
Line 23, minus 1, multiplied by 100)
Date: Time: Place:
$
$
$
4.0302
4.3000
First public
budget hearing 6130 Sunset Drive, South Miami, FL 33143
9/13/2018 7:00 PM EST
6,934,465
per $1,000
7,730,596
8,248,117
per $1,000
6.69 %
DR-420
R. 5/12
Page 2
(19)
(20)
(21)
(22)
(23)
(24)
(25)
(26)
(27)
mi rates are correct to t my ge.
S
I
G
N
H
E
R
E
Taxing Authority Certification The millages comply with the provisions of s. 200.065 and the provisions
either s. 200.071 or s. 200.081, F.5.
Signature of Chief Administrative Officer:
Title:
STEVEN ALEXANDER, CITY MANAGER
Mailing Address:
6130 SUNSET DR
City, State, Zip:
SOUTH MIAMI, FL 33143
Date:
Contact Name and Contact Title:
ALFREDO RIVEROL, CHIEF FINANCIAL OFFICER
Physical Address:
6130 SUNSET DRIVE
Phone Number:
305-663-6'343
Instructions on page 3
Fax Number:
305-663-6346
14
CERTIFICATION OF TAXABLE VALUE
INSTRUCTIONS
DR-420
R. 5/12
Page 3
"Principal Authority" is a county, municipality, or independent special district (including water management districts).
"Taxing Authority" is the entity levying the millage. This includes the principal authority, any special district dependent to the
principal authority, any county municipal service taxing unit (MSTU), and water management district basins.
Each taxing authority must submit to their property appraiser a DR-420 and the following forms, as applicable:
· DR-420TIF, Tax Increment Adjustment Worksheet
· DR-420DEBT, Certification of Voted Debt Millage
· DR-420MM-P, Maximum Millage Levy Calculation -Preliminary Disclosure
Section I: Property Appraiser
Use this DR-420 form for all taxing authorities except school
districts. Complete Section I, Lines 1 through 9, for each county,
municipality, independent special district, dependent special
district, MSTU, and multicounty taxing authority. Enter only
taxable values that apply to the taxing authority indicated. Use a
separate form for the principal authority and each dependent
district, MSTU and water management district basin.
Line 8 .
Complete a DR-420TIF for each taxing authority making
payments to a redevelopment trust fund under Section 163.387
(2)(a), Florida Statutes or by an ordinance, resolution or
agreement to fund a project or to finance essential infrastructure.
Check "Yes" if the taxing authority makes payments to a
redevelopment trust fund. Enter the number of DR-420TIF forms
attached for the taxing authority on Line 8. Enter 0 if none.
Line 9
Complete a DR-420DEBT for each taxing authority levying either
a voted debt service millage (s.12, Article VII, State Constitution)
or a levy voted for two years or less (s. 9(b), Article VII, State
Constitution) .
Check "Yes" if the taxing authority levies either a voted debt
service millage or a levy voted for 2 years or less (s. 9(b), Article
VII, State Constitution). These levies do not include levies
approved by a voter referendum not required by the State
Constitution. Complete and attach DR-420DEBT. Do not
complete a separate DR-420 for these levies.
Send a copy to each taxing authority and keep a copy. When the
taxing authority returns the DR-420 and the accompanying forms,
immediately send the original to:
Florida Department of Revenue
Property Tax Oversight -TRIM Section
P. O. Box 3000
Tallahassee, Florida 32315-3000
Section II: Taxing Authority
Complete Section II. Keep one copy, return the original and
one copy to your property appraiser with the applicable
DR-420TIF, DR-420DEBT, and DR-420MM-P within 35 days
of certification. Send one copy to the tax collector. "Dependent
special district" (ss. 200.001(8)(d) and 189.403(2), F.S.)
means a special district that meets at least one of the
following criteria:
• The membership of its governing body is identical to that of
the governing body of a single county or a single
municipality.
• All members of its governing body are appointed by the
governing body of a single county or a single
municipality.
• During their unexpired terms, members of the special
district's governing body are subject to removal at will by
the governing body of a single county or a single
municipality.
• The district has a budget that requires approval through an
affirmative vote or can be vetoed by the governing body
of a single county or a single municipality.
"Independent special district" (ss. 200.001 (8)(e) and 189.403
(3), F.S.) means a special district that is not a dependent
special district as defined above. A district that includes more
than one county is an independent special district unless the
district lies wholly within the boundaries of a single
municipality.
"Non-voted millage" is any millage not defined as a "voted
millage" in s. 200.001 (8)(f), F.S.
Lines 12 and 14
Adjust the calculation of the rolled-back rate for tax increment
values and payment amounts. See the instructions for
DR-420TIF. On Lines 12 and 14, carry forward values from
the DR-420TIF forms.
Line 24
Include only those levies derived from millage rates.
15
All TRIM forms for taxing authorities are available on our website at
http://dor.myflorida.com/dor/property/trim
• FLORIDA
MAXIMUM MILLAGE LEVY CALCULATION
FINAL DISCLOSURE
For municipal governments, counties, and special districts
Year: 2018 County: MIAMI-DADE
Principal Authority: Taxing Authority:
CITY OF SOUTH MIAMI CITY OF SOUTH MIAMI
Is your taxing authority a municipality or independent special district that has levied
valorem taxes for less than 5 years? D Yes
DR-420MM
RS/12
Rule 12D-16_002
Florida Administrative Code
Effective 11 /12
D No (1 )
STOP HERE. SIGN AND SUBMIT. You are not subject to a millage limitation.
4.0302 per $1,000 (2)
5.1591 per $1,000 (3)
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 7
Prior year maximum ad valorem proceeds with majority vote
6_ (Line 3 multiplied by Line 5 divided by 1,000)
ount, if any, paid or applied in prior year as a consequence of an obligation
7. measured by a dedicated increment value from Current Year Form DR-420 Line 12
8. usted prior year ad valorem proceeds with majority vote (Line 6 minus Line 7)
9_ usted current year taxable value from Current Year form DR-420 Line 15
10. usted current year rolled-back rate (Line 8 divided by Line 9, multiplied by 1,000)
Calculate maximum millage levy
11 Rolled-back rate to be used for maximum millage levy calculation
. (Enter Line 10 if adjusted or else enter Line 2)
12_ Adjustment for change in per capita Florida personal income (See Line 12 Instructions)
13_ Majority vote maximum millage rate allowed (Line 11 multiplied by Line 12)
14. irds vote maximum millage rate allowed (Multiply Line 13 by 1.10)
15_ Current year adopted millage rate
16. Minimum vote required to levy adopted millage: (Check one)
a_ vote of the governing 15 o to the majority vote maximum rate. Enter Line 13 on Line 17.
D
c. Unanimous vote governing , or vote nine or more:
D The maximum millage rate is equal to the adopted rate. Enter Line 15 on Line 17.
$
$
$
$
$
1,771,578,277 (5)
9,139,749 (6)
683,322 (7)
8,456,427 (8)
1,720,637,733 (9)
4_9147 per $1,000 (10)
4_9147 per $1,000 (11)
1.0147 (12)
4.9869 per $1,000 (13)
5.4856 per $1,000 (14)
0.0000 per $1,000 (15)
(16)
rate is equal
Line 13_ The
Line 15 is greater Line 14_
D d. Referendum: The maximum millage rate is equal to the adopted rate_ Enter Line 75 on Line 17.
17 selection on Line 16 allows a maximum millage rate of 4.9869 per $1,000 (17)
. (Enter rate indicated by choice on Line 16). r-+-----------------------------------------------r-----------------+-16
18. Current year gross taxable value from Current Year Form DR-420, Line 4 $ 1,918,166,785 (18)
Continued on page 2
Taxing Authority:
rrent year adopted taxes (Line 15 multiplied by Line 78, divided by 1,000). $
taxes levied at the maximum millage rate (Line 17 multiplied by Line 78, divided $
1,000).
21 Enter the current year adopted taxes of all dependent special districts & MSTUs levying
· a millage. (The sum of all Lines 19 from each district's Form DR-420MM)
22. current year adopted taxes (Line 79 plus Line 21). $
Total Maximum Taxes
23 Enter the taxes at the maximum millage of all dependent special districts & MSTUs
· a millage (The sum of all Lines 20 from each district's Form DR-420MM). $
R. 5/12
Page 2
o (19)
(20)
o (21)
o (22)
o (23)
24. taxes at maximum millage rate (Line 20 plus Line 23). $ 9,565,706 (24)
Total Maximum Versus Total Taxes Levied
25 total current year adopted taxes on Line 22 equal to or less than total taxes at the 0 YES
· maximum millage rate on Line 24? (Check one) [{] NO
S
I
G
I certify the millages and rates are correct to the best of my knowledge. The millages
Authority Certification comply with the provisions of s. 200.065 and the provisions of either s. 200.071 or s.
200.081 F.S.
re of Chief Administrative Officer: Date:
N Title: Contact Name and Contact Title:
STEVEN ALEXANDER, CITY MANAGER
H
E Mailing Address:
R 6130 SUNSET DR
E
City, State, Zip:
SOUTH MIAMI, FL 33143
ALFREDO RIVEROL, CHIEF FINANCIAL OFFICER
Physical Address:
6130 SUNSET DRIVE
Phone Number:
305-663-6343
Fax Number:
305-663-6346
Complete and submit this form to the Department of Revenue with the completed
DR-487, Certification of Compliance, within 30 days of the final hearing.
Instructions on page 3
(25)
17
MAXIMUM MILLAGE LEVY CALCULATION
FINAL DISCLOSURE
INSTRUCTIONS
DR-420MM
R.S/12
Page3
General Instructions
Each ofthe following taxing authorities must
complete a DR-420MM.
• County
• Municipality
• Special district dependent to a county or
municipality
• County MSTU
• Independent special district, including water
management districts
• Water management district basin
Voting requirements for millages adopted by a
two-thirds or a unanimous vote are based on the
full membership of the governing body, not on
the number of members present at the time of
the vote.
This form calculates the maximum tax levy for
2017 allowed under s. 200.065(5), F.5. Counties
and municipalities, including dependent special
districts and MSTUs, which adopt a tax levy at the
final hearing higher than allowed under s.
200.065, F.5., may be subject to the loss oftheir
half-cent sales tax distribution.
DR-420MM shows the maximum millages and
taxes levied based on your adoption vote. Each
taxing authority must complete, sign, and submit
this form to the Department of Revenue with
their completed DR-487, Certification of
Compliance, within 30 days of their final hearing.
Taxing authorities must also submit DR-487V,
Vote Record for Final Adoption of Millage Levy. This
form certifies to the Department of Revenue the
vote on the resolution or ordinance stating the
millage rate adopted at the final hearing.
Specific tax year references in this form are
updated each year by the Department.
Line Instructions
Lines 5-10
Only taxing authorities that levied a 2016 millage rate less
than their maximum majority vote rate must complete
these lines. The adjusted rolled-back rate on Line lOis the
rate that would have been levied ifthe maximum vote rate
for 2016 had been adopted. If these lines are completed,
enter the adjusted rate on Line 11.
Line 12
This line is entered by the Department of Revenue. The
same adjus~ment factor is used statewide by al·1 taxing
authorities. It is based on the change in per capita Florida
personal income (s. 200.001 (8)(i), F.5.), which Florida Law
requires the Office of Economic and Demographic
Research to report each year.
Lines 13 and 14
Millage rates are the maximum that could be levied with a
majority or two-thirds vote of the full membership ofthe
governing body. With a unanimous vote of the full
membership (three-fourths vote of the full membership if
the governing body has nine or more members) or a
referendum, the maximum millage rate that can be levied
is the taxing authority's statutory or constitutional cap.
Line 16
Check the box for the minimum vote necessary at the final
hearing to levy your adopted millage rate.
Line 17
Enter the millage rate indicated by the box checked in
Line 16. If the adopted millage rate is equal to or less than
the majority vote maximum millage rate, enter the
majority vote maximum. If a two-thirds vote, a unanimous
vote, or a referendum is required, enter the adopted
millage rate. For a millage requiring more than a majority
vote, the adopted millage rate must be entered on Line 17,
rather than the maximum rate, so that the comparisons on
Lines 21 through 25 are accurate.
All TRIM forms for taxing authorities are available on our website at
http://floridarevenue.com/property/PagesITRIM.aspx
18
FLORIDA
Year: 2018
Principal Authority:
CITY OF SOUTH MIAMI
li'i.; ;;B~(ijifptm.t;~,:1
MAXIMUM MILLAGE LEVY CALCULATION
PRELIMINARY DISCLOSURE
For municipal governments, counties, and special districts
County: MIAMI-DADE
Taxing Authority:
CITY OF SOUTH MIAMI
1. r taxing authority a municipality or independent special district that has levied D Yes valorem taxes for less than 5 years?
DR-420MM-P
R. 5/12
Rule 12D-16.002
Florida Adminis.trative Code
Effective 11/12
No (1 )
~ ____________________________________ -L __________ ~ __________ ~~
IF YES, 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 4.0302 per $1,000 (2)
3. Prior year maximum millage rate with a majority vote from 2076 Form DR-420MM, Line 13 5.1591 per $1,000 (3)
4. Prior year operating millage rate from Current Year Form DR-42Q, Line 10 4.3000 per $1,000 (4)
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 7
Prior year maximum ad valorem proceeds with majority vote
6. (Line 3 multiplied by Line 5 divided by 7,000)
Amount, if any, paid or applied in prior year as a consequence of an obligation
7. measured by a dedicated increment value from Current Year Form DR-420 Line 12
8. Adjusted prior year ad valorem proceeds with majority vote (Line 6 minus Line 7)
9. Adjusted current year taxable value from Current Year form DR-420 Line 15
10. Adjusted current year rolled-back rate (Line 8 divided by Line 9, multiplied by 7,000)
Calculate maximum millage levy
11 Rolled-back rate to be used for maximum millage levy calculation
. (Enter Line 70 if adjusted or else enter Line 2)
12. Adjustment for change in per capita Florida personal income (See Line 72 Instructions)
13. Majority vote maximum millage rate allowed (Line 77 multiplied by Line 72)
rds vote maximum millage rate allowed (Multiply Line 73 by 1.70)
15. Current year proposed millage rate
$
$
$
$
$
1,771,578,277 (5)
9,139,749 (6)
683,322 (7)
8,456,427 (8)
1,720,637,733 (9)
4.9147 per $1,000 (10)
4.9147 per $1,000 (11)
1.0147 (12)
4.9869 per $1,000 (13)
5.4856 per $1,000 (14)
4.3000 per $ 1 ,000 (15)
16. Minimum vote required to levy proposed millage: (Check one) (16)
a. Majority vote of the governing Line 15 is
[{] to the majority vote maximum rate. Enter Line 13 on Line 17 •.
D b. Two-thirds vote of governing Line 15 is n or equal to Line 14, but greater than Line 13. The
maximum millage rate is equal to proposed rate. Enter Line 15 on Line 17.
D C. Unanimous vote governing body, or 3/4 vote if nine members or more: Check here ne 15 is greater
The maximum millage rate is equal to the proposed rate. Enter Line 15 on Line 17.
Line 14.
D d. Referendum: The maximum millage rate is equal to the proposed rate. Enter Line 15 on Line 17.
selection on Line 16 allows a maximum millage rate of
17. (Enter rote indicated by choice on Line 76) 4.9869 per $1,000 (17)
r-+-----------~--------------------------------~----------------~19
18. rrent year gross taxable value from Current Year Form DR-420, Line 4 $ 1,918,166,785 (18)
Continued on page 2
Taxing Authority:
CITY OF SOUTH MIAMI
year proposed taxes (Line 15 multiplied by Line 18, divided by 1,000)
21 Enter the current year proposed taxes of all dependent special districts & MSTUs levying
· a millage. (The sum of all Lines 19 from each district's Form DR-420MM-P)
current year proposed taxes (Line 19 plus Line 21)
Total Maximum Taxes
23 Enter the taxes at the maximum millage of all dependent special districts & MSTUs
· levying a millage (The sum of all Lines 20 from each district's Form DR-420MM-P)
24. taxes at maximum millage rate (Line 20 plus Line 23)
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 f71 YES
· maximum millage rate on Line 24? (Check one) L..!..J
DR-420MM-P
R. 5/12
Page 2
8,248,1 17 (19)
(20)
o
8,248,1 17 (22)
o (23)
9,565,706 (24)
D NO (25)
S
I
G
N
Authority Certification
I certify the millages and rates are correct to the best of my knowledge. The millages
comply with the provisions of s. 200.065 and the provisions of either s. 200.071 or s.
200.081, F.S.
H
E
R
E
Signature of Chief Administrative Officer:
Title:
STEVEN ALEXANDER, CITY MANAGER
Mailing Address:
6130 SUNSET DR
City, State, Zip:
SOUTH MIAMI, FL 33143
Date:
Contact Name and Contact Title:
ALFREDO RIVEROL, CHIEF FINANCIAL OFFICER
Physical Address:
6130 SUNSET DRIVE
Phone Number:
305-663-6343
Fax Number:
305-663-6346
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
20
MAXIMUM MILLAGE LEVY CALCULATION
PRELIMINARY DISCLOSURE
INSTRUCTIONS
DR-420MM-P
R. 5/12
Page3
General Instructions
Each of the following taxing authorities must
complete a DR-420MM-P.
• County
• Municipality
• Special district dependent to a county or
municipality
• County MSTU
• Independent special district, including water
management districts
• Water management district basin
Voting requirements for millages adopted by a
two-thirds or a unanimous vote are based on the
full membership of the governing body, not on
the number of members present at the time of
the vote.
This form calculates the maximum tax levy for
2017 allowed under s. 200.065(5), F.5. Counties
and municipalities, including dependent special
districts and MSTUs, which adopt a tax levy at the
final hearing higher than allowed under s.
200.065, F.5., may be subject to the loss of their
half-cent sales tax distribution.
DR-420MM-P shows the preliminary maximum
millages and taxes levied based on your
proposed adoption vote. Each taxing authority
must complete, sign, and submit this form to
their property appraiser with their completed
DR-420, Certification of Taxable Value.
The vote at the final hearing and the resulting
maximum may change. After the final hearing,
each taxing authority will file a final Form
DR-420MM, Maximum Millage Levy Calculation
Final Disclosure, with Form DR-487, Certification
of Compliance, with the Department of Revenue.
Specific tax year references in this form are
updated each year by the Department.
Line Instructions
Lines 5-10
Only taxing authorities that levied a 2016 millage rate less
than their maximum majority vote rate must complete these
lines. The adjusted rolled-back rate on Line lOis the rate
that would have been levied if the maximum vote rate for
2016 had been adopted. If these lines are completed, enter
the adjusted rate on Line 11 .
Line 12
This line is entered by the Department of Revenue. The
same adjustment factor is used statewide by all taxing
authorities. It is based on the change in per capita Florida
personal income (s. 200.001 (8)(i), F.5.), which Florida Law
requires the Office of Economic and Demographic Research
to report each year.
Lines 13 and 14
Millage rates are the maximum that could be levied with a
majority or two-thirds vote of the full membership of the
governing body. With a unanimous vote of the full
membership (three-fourths vote of the full membership if
the governing body has nine or more members) or a
referendum, the maximum millage rate that can be levied is
the taxing authority's statutory or constitutional cap.
Line 16
Check the box for the minimum vote necessary at the final
hearing to levy your adopted millage rate.
Line 17
Enter the millage rate indicated by the box checked in Line
16. If the proposed millage rate is equal to or less than the
majority vote maximum millage rate, enter the majority vote
maximum. If a two-thirds vote, a unanimous vote, or a
referendum is required, enter the proposed millage rate. For
a millage requiring more than a majority vote, the proposed
millage rate must be entered on Line 17, rather than the
maximum rate, so that the comparisons on Lines 21 through
25 are accurate.
21
All TRIM forms for taxing authorities are available on our website at
http://floridarevenue.com/property/Pages/TRIM.aspx
11 TAX INCREMENT ADJUSTMENT WORKSHEET
FLORIDA
Year: 2018 County : MIAMI-DADE
Principal Authority : Taxing Authority:
CITY OF SOUTH MIAMI CITY OF SOUTH MIAMI
Community Redevelopment Area: Base Year:
SOUTH MIAMI CRA 1998
SECTION I: COMPLETED BY PROPERTY APPRAISER
1. Current year taxable value in the tax increment area $
2. Base year taxable value in the tax increment area $
3. rrent year tax increment value (Line 1 minus Line 2) $
4. Prior year Final taxable value in the tax increment area $
5. Prior year tax increment value (Line 4 minus Line 2) $
DR-420TIF
R. 6/10
Rule 12D-16.002
Florida Administrative Code
Effective 11/12
415,623,622 (1 )
68,437,390 (2)
347,186,232 (3)
385,681,445 (4)
317,244,055 (5)
SIGN
HERE
Property Appraiser Certification I certify the taxable values above are correct to the best of my knowledge.
Signature of Property Appraiser : Date :
Electronically Certified by Property Appraiser 6/28/201811 :47 AM
6. If the amount to be paid to the redevelopment trust fund IS BASED on a specific proportion of the tax increment value:
6a. Enter the proportion on which the payment is based. 50.00 % (6a)
6b Dedicated increment value (Line 3 multiplied by the percentage on Line 6a)
. If value is zero or less than zero, then enter zero on Line 6& $ 173,593,116 (6b)
6c. Amount of payment to redevelopment trust fund in prior year $ 683,322 (6c)
If the amount to be paid to the redevelopment trust fund IS NOT BASED on a specific proportion of the tax increment value:
nt of payment to redevelopment trust fund in prior year $ 0 (7a)
Prior year operating millage levy from Form DR-420, Line 10 0.0000 per $1,000 (7 b)
0 (7c) levied on prior year tax increment value
(Line 5 multiplied Line 7b, divided 1,000) $
0.00 % (7d) Prior year payment as proportion of taxes levied on increment value
(Line 7a divided Line 7c, 100)
7e. Dedicated increment value (Line 3 multiplied by the percentage on Line 7d) $
If value ;s zero or less than zero, then enter zero on Line 7e 0 (7e)
Authority Certification I certify the calculations, millages and rates are correct to the best of my knowledge.
5 Signature of Chief Administrative Officer: Date:
G
N
H
E
R
E
Title:
STEVEN ALEXANDER, CITY MANAGER
Mailing Address:
6130 SUNSET DR
Contact Name and Contact Title:
ALFREDO RIVEROL, CHIEF FINANCIAL OFFICER
Physical Address:
6130 SUNSET DRIVE
~----------------------------------~------------~--------------22 City, State, Zip: Phone Number: Fax Number:
SOUTH MIAMI, FL 33143 305-663-6343 305-663-6346
TAX INCREMENT ADJUSTMENT WORKSHEET
INSTRUCTIONS
DR-420TIF
R. 6/10
Page 2
Property appraisers must complete and sign Section I of
this worksheet and provide it with form DR-420,
Certification of Taxable Value, to all taxing authorities who
make payments to a redevelopment trust fund under:
• s. 163.387(2)(a), Florida Statutes, or
• An ordinance, resolution, or agreement to fund a
project or to finance essential infrastructure.
"Tax increment value" is the cumulative increase in
taxable value from the base year to the current year within
the defined geographic area. It is used to determine the
payment to a redevelopment trust fund under:
• s. 163.387(1), F.S. or
• An ordinance, resolution, or agreement to fund a
project or finance essential infrastructure. In this
case, the taxing authority must certify the
boundaries and beginning date to the property
appraiser.
"Dedicated increment value" is the portion of the tax
increment value used to determine the payment to the
redevelopment trust fund. (See s. 200.001 (8)(h), F.S.)
Calculate the dedicated increment value on this form and
enter on either Line 6b or Line 7e.
"Specific proportion," used to determine whether to
complete Line 6 or Line 7, refers to the calculation of the
tax increment payment. Examples:
• Example 1.
Section.163.387(1), F.S., states the payment
made by the taxing authority should equal 95% of
the millage levied times the tax increment value.
The specific proportion in this case is 95%. The
ordinance providing for the payment may set a
percentage lower.than 95%. In these cases, the
lower percentage would be the specific proportion.
• Example 2.
Some required tax increment payments are not
directly related to the tax increment value. A
constant dollar payment is a payment not based
on a specific proportion of the tax increment value.
Line 7 converts these payments into a proportion
based on the prior year's payment and tax
increment value to reach the current year's
dedicated increment value.
Section I: Property Appraiser
A. Complete Section I of this form for each county,
municipality, independent special district, dependent
special district, and MSTU that:
• Has a tax increment value and
• Is not exempted from making payments to a
community redevelopment trust fund based on
tax increments (s. 163.387(2)(c), F.S.).
If a taxing authority has more than one tax increment
value, they must complete a separate form for each tax
increment value. Send a copy to each taxing authority
with the DR-420 and keep a copy. When the taxing
authority returns the completed forms, immediately send
the original to:
Florida Department of Revenue
Property Tax Oversight Program -TRIM Section
P. O. Box 3000
Tallahassee, Florida 32315-3000
B. Enter only tax increment values that apply to the
value located within the taxing authority indicated.
Section II: Taxing Authority
Complete Section II of the form, keep one copy, and
return the original and one copy to your property
appraiser with DR-420 within 35 days of certification.
Send one copy to your tax collector.
Additional Instructions for Lines 6 and 7
Complete Line 6 if the payment into the redevelopment
trust fund is a specific proportion of the tax increment
value.
Complete Line 7 if the payment is based on a calculation
other than a specific proportion. Do not complete both
Lines 6 and 7.
23
All TRIM forms for taxing authorities are available on our website at
http://dor.myflorida.com/dor/property/trim
CERTIFICATION OF FINAL TAXABLE VALUE
FLORIDA
Year: 2018 County: MIAMI-DADE in session? DYes D
D County [{]
Principal Authority:
CITY OF SOUTH MIAMI
Independent Special District D
[{] Principal Authority D
Taxing Authority:
CITY OF SOUTH MIAMI
D Dependent Special District D
SECTION I : COMPLETED BY PROPERTY APPRAISER
1. rrent year gross taxable value from Line 4, Form DR-420 $
2. Final current year gross taxable value from Form DR-403 Series $
3. Percentage of change in taxable value (Line 2 divided by Line 7, minus 1, multiplied by 700)
taxing authority must complete this form and return it to the property appraiser by time
No
DR-422
R. 5/13
Rule 12D-16.002
Florida Administrative Code
Effective 5/13
Provisional
Municipality
Water Management District
MSTU
Water Management District Basin
1,918,166,785 (1)
o (2)
-100.00 % (3)
date
~rr.'n~rrvAppraiser Certification I certify the taxable values above are correct to the best of my knowledge.
SIGN Signature of Property Appraiser: Date:
HERE
SECTION II : COMPLETED BY TAXING AUTHORITY
MILLAGE RATE ADOPTED BY RESOLUTION OR ORDINANCE AT FINAL BUDGET HEARING UNDER s. 200.065(2)(d), F.5.
If this portion of the form is not completed in full your taxing authority will be denied TRIM certification and possibly lose its millage
levy privilege for the tax year. If any line is inapplicable, enter N/A or -0-.
Non-Voted Operating Millage Rate (from resolution or ordinance)
unty or municipal principal taxing authority 0.0000 per $1,000 (4a)
Dependent special district 0.0000 per $1,000 (4b)
4c. service taxing unit (MSTU) 0.0000 per $1,000 (4c)
0.0000 per $1,000 (4d)
Required Local Effort 0.0000 per $1,000 (4e)
Capital Outlay 0.0000 per $1,000
Discretionary Operating 0.0000 per $1,000
Discretionary Capital Improvement 0.0000 per $1,000
0.0000
Additional Voted Millage 0.0000 per $1,000
management district District Levy 0.0000 per $1,000 (4f)
Continued on page 2
Taxing Authority: DR-422
R. 5/1 3
Page 2
COUNTIES, MUNICIPALITIES, SCHOOLS, and WATER MANAGEMENT DISTRICTS may adjust the non-voted millage rate only ifthe
percentage on Line 3 is greater than plus or minus 1 %. (s. 200.065(6), F.5)
5. Unadjusted gross ad valorem proceeds $ 0 (5) (Line 7 multiplied by Line 4a, 4e, or 4f as applicable, divided by 7,000)
6. Adjusted millage rate (Only if Line 3 is greater than plus or minus 1 %)
0.0000 per $1000 (6) (Line 5 divided by Line 2 multiplied by 7,000)
MSTUs, DEPENDENT SPECIAL DISTRICTS, and INDEPENDENT SPECIAL DISTRICTS may adjust the non-voted millage rate only if
the percentage on Line 3 is greater than plus or minus 3% (s. 200.065(6), F.S.)
7. Unadjusted gross ad valorem proceeds $ 0 (7) (Line 7 multiplied by Line 4b, 4c, or 4d as applicable, divided by 7,000)
8. Adjusted Millage rate (Only if Line 3 is greater than plus or minus 3%)
0.0000 per $1000 (8) (Line 7 divided by Line 2, multiplied by 7,000)
I certify the millages and rates are correct to the best of my knowledge. The millages
Taxing Authority Certification comply with the provisions of s. 200.065 and the provisions of either s. 200.071 or s.
S 200.081, F.S.
I Signature of Chief Administrative Officer: Date:
G
N Title: Contact Name and Contact Title:
STEVEN ALEXANDER, CITY MANAGER ALFREDO RIVEROL, CHIEF FINANCIAL OFFICER
H
E Mailing Address: Physical Address:
6130 SUNSET DR 6130 SUNSET DRIVE
R
E
City, State, Zip: Phone Number: Fax Number:
SOUTH MIAMI, FL 33143 305-663-6343 305-663-6346
INSTRUCTIONS
SECTION I: Property Appraiser
1. Initiate a separate DR-422 form for each DR-420, Certification of Taxable Value, and DR-420S, Certification of School
Taxable Value, submitted.
2. Complete Section 1 and sign.
3. Send the original to the taxing authority and keep a copy.
SECTION II: Taxing Authority
1. Complete Section II and sign.
2. Return the original to the property appraiser.
3. Keep a copy for your records.
4. Send a copy to the tax collector.
5. Send a copy with the DR-487, Certification of Compliance, to the Department of Revenue at the address below. Send
separately if the DR-487 was previously sent to the Department.
Florida Department of Revenue
Property Tax Oversight -TRIM Section
P. O. Box 3000
Tallahassee, Florida 32315 -3000
All taxing authorities must complete Line 4, millages adopted by resolution/ordinance at final budget hearing.
Counties, municipalities, schools, and water management districts may complete Line 5 and Line 6 only when Line 3 is greater than plus or
minus 1%. (s. 200.065(6), F.S.)
MSTUs, dependent special districts, and independent special districts may adjust the non-voted millage rate only when Line 3 is greater than
plus or minus 3%. (s. 200.065(6), F.S.)
Adjusted millage rate must comply with statutes. The adjusted millage rate entered on Line 6 or Line 8 cannot exceed the rate allowed by other
provisions of law or the state constitution.
Multi-county and water management districts must complete a separate DR-422 for each county. 25
All TRIM forms for taxing authorities are available on our website at
http://dor.myflorida.com/dor/property/trim
CERTIFICATION OF FINAL TAXABLE VALUE
FLORIDA
Year: 2018 County: MIAMI-DADE in session? DYes D
D County [{]
Principal Authority:
CITY OF SOUTH MIAMI
Independent Special District D
[{]
Taxing Authority:
CITY OF SOUTH MIAMI Principal Authority D
D Dependent Special District D
N I : COMPLETED BY PROPERTY APPRAISER
1. Current year gross taxable value from Line 4, Form DR-420 $
2. Final current year gross taxable value from Form DR-403 Series $
3. Percentage of change in taxable value (Line 2 divided by Line 1, minus 1, multiplied by 100)
taxing authority must complete this form and return it to the property appraiser by time
No
DR-422
R. 5/13
Rule 12D-16.002
Florida Administrative Code
Effective 5/13
Provisional
Municipality
Water Management District
MSTU
Water Management District Basin
1,918,166,785 (1)
o (2)
-100.00 % (3)
date
Property Appraiser Certification I certify the taxable values above are correct to the best of my knowledge.
SIGN Signature of Property Appraiser: Date:
HERE
II : COMPLETED BY TAXING AUTHORITY
MILLAGE RATE ADOPTED BY RESOLUTION OR ORDINANCE AT FINAL BUDGET HEARING UNDER s. 200.065(2)(d), F.5.
If this portion of the form is not completed in full your taxing authority will be denied TRIM certification and possibly lose its millage
levy privilege for the tax year. If any line is inapplicable, enter N/A or -0-.
Non-Voted Operating Millage Rate (from resolution or ordinance)
4a. nty or municipal principal taxing authority 0.0000 per $1,000 (4a)
4b. Dependent special district 0.0000 per $1,000 (4b)
4c. Municipal service taxing unit (MSTU) 0.0000 per $1,000 (4c)
4d. Independent Special District 0.0000 per $1,000 (4d)
4e. School district Required Local Effort 0.0000 per $1,000 (4e)
Capital Outlay 0.0000 per $1,000
Discretionary Operating 0.0000 per $1,000
Discretionary Capital Improvement 0.0000 per $1,000
0.0000
Additional Voted Millage 0.0000 per $1,000
management district District Levy 0.0000 per $1,000 (4f)
Continued on page 2
Taxing Authority: DR-422
R.5/13
Page 2
COUNTIES, MUNICIPALITIES, SCHOOLS, and WATER MANAGEMENT DISTRICTS may adjust the non-voted millage rate only if the
percentage on Line 3 is greater than plus or minus 1 %. (s. 200.065(6), F.5)
5. Unadjusted gross ad valorem proceeds $ 0 (5) (Line 1 multiplied by Line 4a, 4e, or 4f as applicable, divided by 1,000)
6. Adjusted millage rate (Only if Line 3 is greater than plus or minus 1 %)
0.0000 per $1000 (6) (Line 5 divided by Line 2 multiplied by 1,000)
MSTUs, DEPENDENT SPECIAL DISTRICTS, and INDEPENDENT SPECIAL DISTRICTS may adjust the non-voted millage rate only if
the percentage on Line 3 is greater than plus or minus 3% (s. 200.065(6), F.S.)
7.
Unadjusted gross ad valorem proceeds $ 0 (7) (Line 1 multiplied by Line 4b, 4c, or 4d as applicable, divided by 1,000)
8. Adjusted Millage rate (Only if Line 3 is greater than plus or minus 3%)
0.0000 per $1000 (8) (Line 7 divided by Line 2, multiplied by 1,000)
I certify the millages and rates are correct to the best of my knowledge. The miliages
Taxing Authority Certification comply with the provisions of s. 200.065 and the provisions of either s. 200.071 or s.
S 200.081, F.5.
I Signature of Chief Administrative Officer: Date:
G
N Title: Contact Name and Contact Title:
STEVEN ALEXANDER, CITY MANAGER ALFREDO RIVEROL, CHIEF FINANCIAL OFFICER
H
E Mailing Address: Physical Address:
6130 SUNSET DR 6130 SUNSET DRIVE
R
E
City, State, Zip: Phone Number: Fax Number:
SOUTH MIAMI, FL 33143 305-663-6343 305-663-6346
INSTRUCTIONS
SECTION I: Property Appraiser
1. Initiate a separate DR-422 form for each DR-420, Certification of Taxable Value, and DR-420S, Certification of School
Taxable Value, submitted.
2. Complete Section 1 and sign.
3. Send the original to the taxing authority and keep a copy.
SECTION II: Taxing Authority
1. Complete Section II and sign.
2. Return the original to the property appraiser.
3. Keep a copy for your records.
4. Send a copy to the tax collector.
5. Send a copy with the DRA8?, Certification of Compliance, to the Department of Revenue at the address below. Send
separately if the DR-48? was previously sent to the Department.
Florida Department of Revenue
Property Tax Oversight -TRIM Section
P O. Box 3000
Tallahassee, Florida 32315 -3000
All taxing authorities must complete Line 4, millages adopted by resolution/ordinance at final budget hearing.
Counties, municipalities, schools, and water management districts may complete Line 5 and Line 6 only when Line 3 is greater than plus or
minus 1%. (s. 200.065(6), F.S.)
MSTUs, dependent special districts, and independent special districts may adjust the non-voted millage rate only when Line 3 is greater than
plus or minus 3%. (s. 200.065(6), F.S.)
Adjusted millage rate must comply with statutes. The adjusted millage rate entered on Line 6 or Line 8 cannot exceed the rate allowed by other
provisions of law or the state constitution
Multi-county and water management districts must complete a separate DR-422 for each county.
All TRIM forms for taxing authorities are available on our website at
http://dor.myflorida.com/dor /property/trim
27
MIAMI-DADE COUNTY
PROPERTY APPRAISER
2018 ASSESSMENT ROLL CHANGE BY PROPERTY TYPE
JUNE 28, 2018
2018 City of South Miami Preliminary Assessment Roll Values and 2017 Comparison
PROPERTY TYPE
SINGLE FAMILY
CONDOMINIUM
MULTI FAMILY
COMMERCIAL
INDUSTRIAL
AGRICULTURE
VACANT LAND
INSTITUTIONAL
GOVERNMENTAL
OTHER PROPERTIES
REAL ESTATE PARCELS
PERS PROP & CENT ASSD
ALL ASSESSED PROPERTY
N
(Xl
2018
COUNT
2,855
781
92
640
27
1
224
35
51
11
4,717
2017 PRELIMINARY VALUES
JUST VALUE TAXABLE VALU E
1,403,098,332 795,402,785
137,777,753 109,974,035
156,363,306 147,833,436
646,427,327 596,737,867
12,984,080 10,866,991
1,433,374 614,356
69,608,990 55,076,842
101,642,651 10,074,759
111,061,424 ° 1,990,564 797,468
2,642,387,801 1,727,378,539
117,746,965 65,823,326
2,760,134,766 1,793,201,865
2018 PRELIMINARY VALUES TAXABLE
JUST VALUE TAXABLE VALUE VALUE DIFF PCT
1,460,601,352 869,649,486 74,246,701 9.3%
146,642,146 119,166,685 9,192,650 0.0%
171,089,836 163,371,127 15,537,691 10.5%
676,110,856 613,482,777 16,744,910 0.0%
15,801,650 11,771,665 904,674 0.0%
1,428,860 628,229 13,873 0.0%
66,377,191 54,981,660 -95,182 -0.2%
100,511,759 9,183,745 -891,014 0.0%
108,923,997 ° ° 0.0%
1,990,472 797,376 -92 0.0%
2,749,478,119 1,843,032,750 115,654,211 6.7%
129,460,885 75,134,035 9,310,709 14.1%
2,878,939,004 1,918,166,785 124,964,920 7.0%
NEW CONS
23,758,734
° 59,086
1,651,208
° ° -1,533,092
° ° °
23,935,936
°
23,935,936
MIAMI-DADE COUNTY
PROPERTY APPRAISER
2018 AND 2017 PRELIMINARY ROLL COMPARISION
JUNE 28, 2018
TAXING AUTHORITY
CITY OF MIAMI
DOWNTOWN DEV AUTHORITY
CITY OF MIAMI BEACH
NORMANDY SHORES
CITY OF CORAL GABLES
CITY OF HIALEAH
CITY OF MIAMI SPRINGS
CITY OF NORTH MIAMI
CITY OF NORTH MIAMI BEACH
CITY OF OPA-LOCKA
CITY OI=.SQutH MIAMI
CITY OF HOMESTEAD
MIAMI SHORES VILLAGE
BAL HARBOUR VILLAGE
TOWN OF BAY HARBOR ISLANDS
TOWN OF SURFSIDE
CITY OF WEST MIAMI
CITY OF FLORIDA CITY
VILLAGE OF BISCAYNE PARK
VILLAGE OF EL PORTAL
TOWN OF GOLDEN BEACH
VILLAGE OF PINECREST
VILLAGE OF INDIAN CREEK
TOWN OF MEDLEY
NORTH BAY VILLAGE
VILLAGE OF KEY BISCAYNE
CITY OF SWEETWATER
VILLAGE OF VIRGINIA GARDENS
CITY OF HIALEAH GARDENS
CITY OF AVENTURA
CITY OF SUNNY ISLES BEACH
TOWN OF MIAMI LAKES
VILLAGE OF PALMETTO BAY
CITY OF MIAMI GARDENS
CITY OF DORAL
TOWN OF CUTLER BAY
COUNTY OPERATING
MUNICIPAL SERVICE AR'EA
FIRE & RESCUE
LIBRARY
SO FL WATER MGMT DIST
EVERGLADES CONSTR PROJECT
OKEECHOBEE BASIN
FL INLAND NAVIGATION DIST
CHILDREN'S TRUST
BOARD OF PIIRI.lC INSTRUCTION
I\.)
CD
2018 PRELIMINARY ASSESSMENT ROLL VALUES
PERS PROP GROSS
REAL PROPERTY & CENT ASSD TAXABLE
51,065,457,189 2,291,647,844 53,357,105,033
18,466,846,346 1,003,057,923 19,469,904,269
38,194,902,513 692,758,588 38,887,661,101
211,910,841 194,532 212,105,373
15,669,652,415 353,724,881 16,023,377,296
9,762,587,984 618,296,732 10,380,884,716
1,115,110,407 83,591,860 1,198,702,267
2,973,808,217 127,887,835 3,101,696,052
2,800,222,837 132,235,372 2,932,458,209
779,648,485 107,784,240 887,432,725
:1.B4a;.(j32;7~O· t~l!JI4~f:i;{~; +;~1,!f;~66~185'
2,736,415,452 121,085,602 2,857,501,054
1,095,746,087 22,286,873 1,118,032,960
5,422,566,667 76,255,422 5,498,822,089
1,199,898,720 14,839,609 1,214,738,329
3,052,583,231 33,437,303 3,086,020,534
526,419,032 23,650,437 550,069,469
477,906,110 51,529,026 529,435,136
214,133,800 3,589,760 217,723,560
156,046,316 3,155,592 159,201,908
1,094,204,971 1,560,477 1,095,765,448
4,760,533,992 49,951,503 4,810,485,495
604,760,997 3,126,811 607,887,808
1,955,054,965 308,924,598 2,263,979,563
1,053,117,675 26,741,239 1,079,858,914
8,482,552,944 50,072,756 8,532,625,700
1,605,471,794 153,613,504 1,759,085,298
176,451,639 92,080,132 268,531,771
1,206,753,225 78,663,144 1,285,416,369
10,114,719,172 251,121,004 10,365,840,176
11,043,156,969 77,378,616 11,120,535,585
3,043,770,942 170,107,546 3,213,878,488
2,865,295,617 65,416,994 2,930,712,611
4,175,917,558 401,052,032
12,416,060,462 769,724,738 13,185,785,200
2,448,718,602 68,991,390 2,517,709,992
275,622,043,592 14,465,094,875 290,087,138,467
69,715,383,717 7,056,858,028 76,772,241,745
152,645,100,086 10,458,594,074 163,103,694,160
250,728,001,764 13,454,695,338 264,182,697,102
277,872,920,821 14,465,094,875 292,338,015,696
277,872,920,821 14,465,094,875 292,338,015,696
277,872,920,821 14,465,094,875 292,338,015,696
277,872,920,821 14,465,094,875 292,338,015,696
277,872,920,821 14,465,094,875 292,338,015,696
307,727,920,212 14,465,094,875 322,193,015,087
2017 PRELIMINARY ASSESSMENT ROLL VALUES
PERS PROP GROSS CHANGE IN
REAL PROPERTY & CENTASSD TAXABLE GROSS TAXABLE PCT
47,453,223,089 2,168,086,910 49,621,309,999 3,735,795,034 7.53%
17,794,480,077 987,153,511 18,781,633,588 688,270,681 3.66%
36,738,493,881 658,568,609 37,397,062,490 1,490,598,611 3.99%
198,157,631 4,127 198,161,758 13,943,615 7.04%
14,843,019,453 328,994,637 15,172,014,090 851,363,206 5.61%
8,928,454,641 571,894,997 9,500,349,638 880,535,078 9.27%
1,036,258,340 85,467,442 1,121,725,782 76,976,485 6.86%
2,731,911,700 107,931,357 2,839,843,057 261,852,995 9.22%
2,413,846,621 121,829,344 2,535,675,965 396,782,244 15.65%
696,558,420 107,064,042 803,622,462 83,810,263 10.43%
·1;7~1~.376.t;39 $~i6~~~~0 il'm~t~i~ffig 12.4;9$~.~7'~ 6l97~Ci
2,499,843,223 108,789,455 2,608,632,678 248,868,376 9.54%
1,030,605,970 21,517,371 1,052,123,341 65,909,619 6.26%
5,242,702,989 71,503,521 5,314,206,510 184,615,579 3.47%
1,018,874,072 12,713,670 1,031,587,742 183,150,587 17.75%
2,124,593,954 25,864,538 2,150,458,492 935,562,042 43.51%
456,785,383 18,523,333 475,308,716 74,760,753 15.73%
427,748,316 38,991,071 466,739,387 62,695,749 13.43%
192,117,606 3,072,418 195,190,024 22,533,536 11.54%
144,646,207 2,604,725 147,250,932 11,950,976 8.12%
1,033,758,863 1,504,558 1,035,263,421 60,502,027 5.84%
4,550,031,863 45,295,995 4,595,327,858 215,157,637 4.68%
567,609,072 2,772,345 570,381,417 37,506,391 6.58%
1,817,750,233 275,667,424 2,093,417,657 170,561,906 8.15%
1,014,979,408 22,260,645 1,037,240,053 42,618,861 4.11%
8,607,702,771 39,067,113 8,646,769,884 -114,144,184 -1.32%
1,531,852,380 132,606,545 1,664,458,925 94,626,373 5.69%
167,255,640 94,656,400 261,912,040 6,619,731 2.53%
1,091,477,018 73,890,324 1,165,367,342 120,049,027 10.30%
9,875,262,061 223,735,802 10,098,997,863 266,842.313 2.64%
11,031,585,535 66,307,764 11,097,893,299 22,642,286 0.20%
2,856,633,089 160,699,265 3,017,332,354 196,546,134 6.51%
2,747,315,915 61,682,645 2,808,998,560 121,714,051 4.33%
3,838,375,248 368,449,523 4,206,824,771 -4,206,824,771 ##11####
11,367,985,390 712,568,857 12,080,554,247 1,105,230,953 9.15%
2,302,905,010 68,285,604 2,371,190,614 146,519,378 6.18%
258,925,831,149 13,505,868,134 272,431,699,283 17,655,439,184 6.48%
65,049,636,349 6,630,327,868 71,679,964,217 5,092,277,528 7.10%
142,562,605,774 9,739,255,868 152,301,861,642 10,801,832,518 7.09%
236,672,095,236 12,585,327,006 249,257,422,242 14,925,274,860 5.99%
261,169,690,689 13,505,868,134 274,675,558,823 17,662,456,873 6.43%
261,169,690,689 13,505,868,134 274,675,558,823 17,662,456,873 6.43%
261,169,690,689 13,505,868,134 274,675,558,823 17,662,456,873 6.43%
261,169,690,689 13,505,868,134 274,675,558,823 17,662,456,873 6.43%
261,169,690,689 13,505,868,134 274,675,558,823 17,662,456,873 6.43%
291,619,889,665 13,505,868,134 305,125,757,799 17,067,257,288 5.59%
MIAMI-DADE COUNTY
PROPERTY APPRAISER
2018 Taxable Values by Taxing Authority
June 2018
2017 2018
Preliminary Taxable Value Percent
Taxable Before New Percent New Change
Value Construction FROM 2017
49,621 1,333,758,639 7.5%
3.7%
4.0%
1 MB NORMANDY SHORES 7.0%
CORAL GABLES 5.6%
04 HIALEAH 10,241,580,234 7.8% 9.3%
05 MIAMf SPRINGS 1,188,519,599 6.0% 6.9%
06 NORTH MIAMI 3,055,020,779 7.6% 9.2%
07 NORTH MIAMI BEACH 2,695,580,360 6.3% 15.6%
OPA-LOCKA 871,429,709 8.4%
10 HOMESTEAD 2,772,844,913 6.3%
11 MIAMI SHORES 1,116,908,344 6.2%
2 BAL HARBOUR 5,284,281,171 -0.6%
13 BAY HARBOR ISLANDS 1,031,587,742 1,087,806,096 5.4%
14 SURFSIDE 2,150,458,492 2,074,568,427 -3.5%
15 WEST MIAMI 475,308,716 505,848,790 6.4%
16 FLORIDA CITY 466,739,387 509,594,438 9.2%
17 BISCAYNE PARK 195,190,024 216,078,634 10.7%
18 EL PORTAL 147,250,932 158,416,286 7.6%
19 GOLDEN BEACH 1,035,263,421 1,077,923,234 4.1%
PINECREST 4,595,327,858 4,760,890,312 3.6%
21 INDIAN CREEK 570,381,417 607,895,284 6.6%
2,093,417,657 2,226,614,579 6.4%
1,037,240,053 1,079,815,372 4.1%
KEY BISCAYNE 8,646,769,884 8,499,831,052 -1.7% -1.3%
1,664,458,925 1,741,049,510 4.6% 5.7%
26 VIRGINIA GARDENS 261,912,040 267,701,461 2.2% 2.5%
27 HIALEAH GARDENS 1,165,367,342 1,252,645,122 7.5% 10.3%
AVENTURA 10,098,997,863 10,138,634,036 0.4% 2.6%
30 UNINCORPORATED 71,679,964,217 75,936,775,674 5.9% 7.1%
31 SUNNY ISLES BEACH 11,097,893,299 11,089,118,428 -0.1% 0.2%
32 MIAMI LAKES 3,017,332,354 3,147,005,348 4.3% 6.
33 PALMETTO BAY 2,808;998,560 2,925,759,513 4.2% 4.3%
34 MIAMI GARDENS 4,206,824,771 4,521,533,157 7.5% 8.8%
35 DORAL 12,080,554,247 12,592,820,904 4.2% 9.1%
36 CUTLER BAY 2,371,190,614 2,512,237,601 5.9% 6.2%
COUNTY-WIDE 272,431,699,283 284,432,623,061 4.4% 6.5%
FIRE AND RESCUE 152,301,861,642 159,309,275,618 4.6% 7.1%
LIBRARY 249,257,422,242 260,167,025,410 4.4% 6.0%
BOARD 305,125,757,799 316,534,110,043 3.7% 5.6%
S FL WATER MNGT DIST 274,675,558,823 286,679,122,370 4.4% 5, 30
FL INLAND NAV DIST 274,675,558,823 286,679,122,370 4.4% 5,
THE CHILDREN'S TRUST 27 4.4% 5,
MIAMI-DADE COUNTY
• PROPERTY APPRAISER
2017 Senior and Long-Term Resident Senior Exemptions
JUNE 28, 2018
LONG-TERM RESIDENT
SENIOR EXEMPTIONS SENIOR EXEMPTIONS
Municipality Count Exemption Value Count Exemption Value
01 Miami 6,280 251,555,536 1,584 12,842,239
02 Miami Beach 1,149 46,676,198 132 443,189
03 Coral Gables 325 15,628,984 13 115,862
04 Hialeah 6,570 271,861,913 2,222 27,217J47
05 Miami Springs 213 10,071,900 0 0
06 North Miami 568 18,804,041 137 491,092
07 North Miami Beach 596 19J65J76 0 0
08 Opa-Iocka 161 4,223,109 65 16,532
09 South Miami 116 5,322,741 0 0
10 Homestead 370 11,930,344 34 199,949
11 Miami Shores 0 0 0 0
12 Bal Harbour 19 850,000 0 0
13 Bay Harbor Islands 65 2A08,592 4 108,687
14 Surfside 99 4,871,606 0 0
15 West Miami 232 11A02,531 0 0
16 Florida City 0 0 0 0
17 Biscayne Park 32 1,591,654 0 0
18 EI Portal 33 1A58,678 0 0
19 Golden Beach 1 25,000 0 0
20 Pinecrest 67 3,099A86 1 0
21 Indian Creek 0 0 0 0
22 Medley 12 331,203 6 5,964
23 North Bay Villae 67 2A62,698 10 28,753
24 Key Biscayne 58 2,800,000 0 0
25 Sweetwater 333 13,788,908 0 0
26 Virginia Gardens 43 1,980,054 16 317,820
27 Hialeah Gardens 479 18,744,641 56 278,367
28 Aventura 757 18,057,042 0 0
30 Unincorporated 19J50 801,707,724 3,995 30A50,367
31 Sunny Isles Beach 502 22,313,616 0 0
32 Miami Lakes 409 18,933,308 15 235,294
33 Palmetto Bay 149 7,124,237 9 148,868
34 Miami Gardens 1,851 61J39,938 868 3,069,538
35 Doral 225 10J54,254 8 161,824
36 Cutler Bay 425 18,654,845 103 1,010,062
County 42,089 1,695,816,260 9,650 79,898,825
31
MIAMI-DADE COUNTY
PROPERTY APPRAISER
2018 PREUMINARY AVERAGE AND MEDIAN HOMESTEAD RESIDENTIAL VALUES
JUNE 28, 2018
Average Values Median Values
Municipality Count Just Assessed Taxable Just Assessed Taxable
01 CITY OF MIAMI 37,169 384,032 236,040 183,218 267,374 145,670 90,066
02 CITY OF MIAMI BEACH 13,178 948,857 547,502 493,753 408,852 247,242 194,251
03 CITY OF CORAL GABLES 10,296 1,062,485 704,943 651,651 722,263 449,046 397,850
04 CITY OF HIALEAH 31,578 204,221 121,637 65,797 209,838 117,285 52,640
05 CITY OF MIAMI SPRINGS 2,951 343,566 218,288 164,427 326,126 198,507 146,683
06 CITY OF NORTH MIAMI 7,692 261,386 142,985 95,192 174,453 89,997 37,159
07 CITY OF NORTH MIAMI BEACH 6,308 234,506 134,705 85,442 183,436 90,770 38,490
08 CITY OF OPA-LOCKA 1,425 148,134 73,579 31,407 142,740 65,851 25,000
i{lQ ;GflT'{:Of"~mJo;l;MI1\Ml 2.;31:7 ;~OtiJ~" ~!5" ~J5Qii~7: 43~J~" Il9lgi (~e:1;;~72
10 CITY OF HOMESTEAD 8,106 172,921 124,462 76,529 167,201 118,323 66,627
11 MIAMI SHORES VILLAGE 2,852 466,758 283,552 233,572 410,933 243,324 192,797
12 BAL HARBOUR VILLAGE 671 1,645,994 1,044,364 993,043 1,327,651 652,903 602,903
13 TOWN OF BAY HARBOR ISLANDS 1,006 667,826 343,319 291,477 278,121 171,720 119,609
14 TOWN OF SURFSIDE 1,262 656,889 381,669 327,332 544,562 302,218 250,071
15 CITY OF WEST MIAMI 1,137 289,114 174,265 113,614 281,423 153,114 97,377
16 CITY OF FLORIDA CITY 762 121,699 57,527 25,172 113,663 47,556 22,390
17 VILLAGE OF BISCAYNE PARK 704 387,254 219,449 166,706 357,130 187,437 135,953
18 VILLAGE OF EL PORTAL 543 333,655 178,150 125,152 308,462 146,998 95,969
19 TOWN OF GOLDEN BEACH 240 3,800,436 2,119,217 2,067,971 2,949,510 1,316,900 1,266,900
20 VILLAGE OF PINECREST " 4,418 970,096 704,035 651,119 791,088 524,446 473,375
21 VILLAGE OF INDIAN CREEK 15 24,067,394 10,807,274 10,742,140 25,435,754 8,819,264 8,769,264
22 TOWN OF MEDLEY 56 139,678 83,480 38,018 123,216 68,411 25,000
23 CITY OF NORTH BAY VILLAGE 1,072 346,357 225,208 174,364 251,107 167,022 113,348
24 VILLAGE OF KEY BISCAYNE 2,560 1,460,722 1,015,191 961,713 1,125,297 622,377 571,243
25 CITY OF SWEETWATER 1,746 197,291 113,326 59,010 173,545 99,472 38,711
26 VILLAGE OF VIRGINIA GARDENS 407 257,760 157,359 100,725 247,470 140,842 88,444
27 CITY OF HIALEAH GARDENS 3,867 209,841 124,537 73,209 204,251 110,839 55,458
28 CITY OF AVENTURA 8,323 384,750 305,387 254,149 264,004 211,222 158,922
30 MUNICIPAL SERVICE AREA 205,830 267,836 173,025 120,279 240,000 147,404 92,693
31 CITY OF SUNNY ISLES BEACH 3,731 553,842 396,953 340,732 286,166 197,660 137,661
32 TOWN OF MIAMI LAKES 6,500 354,788 243,515 189,744 330,596 218,643 166,893
33 VILLAGE OF PALMETIO BAY 6,259 466,514 336,479 284,215 450,478 312,607 261,996
34 CITY OF MIAMI GARDENS 19,202 181,019 104,009 53,841 179,883 96,590 43,335
35 CITY OF DORAL 7,036 328,301 270,546 218,764 296,713 244,201 193,121
36 TOWN OF CUTLER BAY 9,624 239,116 164,016 111,717 226,180 147,173 95,453
MIAMI-DADE COUNTYWIDE 410,903 342,988 220,296 167,634 242,150 147,984 93,433
Other Taxing Authorities
BOARD OF PUBLIC INSTRUCTION 410,903 342,988 220,310 194,525 242,150 147,995 122,403
SO FLORIDA WATER MANAGEMENT DIST 410,903 342,988 220,296 172,262 242,150 147,984 97,388
FLORIDA INLAND NAVIGATION DISTRICT 410,903 342,988 220,296 172,262 242,150 147,984 97,388
THE CHILDRENS' TRUST 410,903 342,988 220,296 172,262 242,150 147,984 97,388
32
'-M~IA~MC;:I-O:.D:--::A""DE C-O-UNTY·
PROPERTY APPRAISER
F;scal Impact of tho Additional Homestead Banding to tho $100,000 to $125,000 Range in Assessed Value
APRIL 27, 2017
Estimated Fiscal Impact of an Additional Homestead Exemption (Banding) to $100,000 and $125,000 Range of Assessed Value
Values based on the 2016 Preliminary Assessment Roll
COUN1Y·WIDE 251,337,011.4 75 245,157,773.498 6,179,237,977 4.6669 28,837,886 0.4000 2,471,695 5.0669 . :,3130958.1 ~ 30 U.M.SA 66,613,469,754 63,540,718,732 3,072,751,022 1.9283 5,925,186 0 1.9283 ;,~921l;188 z FIRE·RESCUE 140,871,793.499 136,237,640,678 4,634,152,821 2.4207 11,217,894 0.0075 34,756 2.4282 :':l12li2850 ::>
0 LIBRARY 230,877,177,404 225,238,989,132 5,638,188,272 0.2840 1,601,245 0 0.2840 ')llIOf245 ()
TOTAL COUNTY IMPACT 47,582,211 2,506,451 .$O.0iI8;.6~
ASSUMPTIONS AND LIMITATIONS:
419,523
207,482
317,519
367,718
1) I\n addlhonal Homestead Exemption IS applJed to values between $100,000 and $125,000. Currently, the addilronal exemption apphes to values between $50,000 and $75,000. Taxes Will be paid on values between $75,000 and $100,000.
•
272,047
135,011
204,543
246,556 -
2) All other exemptions are applied at their 2016 values except for the Veterans and Mlhtary Deployment abatements which are based on a percentage or the pre-abatement taxable value. Those abatements WIll be lower as the percentage will be apphed against a
lower taxable value
3) ThIS legl51atl01 ~ Jppltes to counues, mUOIclpalitles, water dlstncts, and Independent speCial dlstncts. It IS not applied to School Board values.