HomeMy WebLinkAboutR-91-02791b n
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J-91-293
4-2-91
RESOLUTION N0. 91- 7 6
A RESOLUTION APPROVING IN PRINCIPLE THE
SELECTION OF BAYSIDE SEAFOOD RESTAURANTt INC.
AND VIRGINIA KEY MARINA ASSOCIATES, INC. AS
THE SUCCESSFUL PROPOSER FOR THE UNIFIED
DEVELOPMENT OF THE VIRGINIA KEY BASIN
PROPERTY SUBJECT TO THE SAID PROPOSER
PRODUCING SUFFICIENT EVIDENCE TO DEMONSTRATE
WITHIN 60 DAYS, THE FORMATION OF THE LEGAL
ENTITY AUTHORIZED TO IMPLEMENT THE PROPOSED
DEVELOPMENT PROJECT AND THEIR FINANCIAL
CAPABILITY TO SUCCESSFULLY, UNDERTAKE AND
COMPLETE THE PLANNING AND DESIGN,
CONSTRUCTION, LEASING AND MANAGEMENT OF A
RESTAURANT WITH ANCILLARY MARINE -RELATED
COMMERCIAL AND RECREATIONAL USES ON
APPROXIMATELY 2.88 ACRES OF CITY -OWNED
WATERFRONT PROPERTY; AUTHORIZING AND
DIRECTING THE CITY MANAGER TO NEGOTIATE AN
AGREEMENT WITH SAID PROPOSER TO INCLUDE
CERTAIN TERMS AND CONDITIONS (MORE
PARTICULARLY DESCRIBED HEREIN) AND TO COMPLY
WITH THE CITY'S MINORITY PROCUREMENT PROGRAM
ORDINANCE REQUIREMENTS AND OTHER APPLICABLE
LAWS; AND FURTHER DIRECTING THE CITY MANAGER
TO PRESENT THE NEGOTIATED AGREEMENT TO THE
CITY COMMISSION FOR ITS REVIEW, CONSIDERATION
AND APPROVAL PRIOR TO ITS EXECUTION; FURTHER
PROVIDING THAT THE HEREIN SELECTION OF
BAYSIDE SEAFOOD RESTAURANT, INC. AND VIRGINIA
KEY MARINA, -INC. AS THE SUCCESSFUL PROPOSER
DOES NOT CONFER ANY CONTRACTUAL RIGHTS UPON
SAID PROPOSER UNLESS AND UNTIL THE PROPOSED
AGREEMENT HAS BEEN EXECUTED BY THE CITY OF
MIAMI AND THERE HAS BEEN A FAVORABLE VOTE BY
THE ELECTORATE AS REQUIRED BY CITY CHARTER
F
SECTION 29-B; FURTHER RESERVING THE RIGHT TO
DISCONTINUE NEGOTIATION WITH SAID PROPOSER IF
DEEMED TO BE IN BEST INTEREST OF THE CITY
-
WITHOUT INCURRING ANY FINANCIAL OR LEGAL
LIABILITIES.
WHEREAS, on September 14, 1989, by Resolution No. 89-804,
the City Commission determined that the development of
approximately 2.88 acres of City -owned, waterfront property
located adjacent to and immediately west of Miami Marine Stadium
more commonly known as Virginia Key Basin, Miami, Florida, would
best be accomplished by the Unified Development Project process
for a Restaurant with ancillary marine -related retail uses; and
WHEREAS, on June 7, 1990, by Resolution No. 90-499, the City
Commission authorized the issuance of a Request for Unified
CITY COMMON ON I A
VIM"MG 4F
Development Proposals for a Restaurant with marine -related retail
and recreation uses at Virginia Key Basin, selected a certified
public account firm and appointed members of a Review Committee
to evaluate the proposals as their duties are prescribed by local
law; and
WHEREAS, the Request for Unified Development Proposals for
Virginia Key Basin was issued on June 21, 1990, and contained
specific. evaluation criteria to be used by the certified public
accounting firm and the review committee; and .
WHEREAS, one proposal was received by the City in response
to the Request for Unified Development Proposals on
September 21, 1990, the published date for receipt of proposals;
and
WHEREAS, the certified public accounting firm rendered its
written report to the City Manager analyzing the proposals based
on the financial viability of the proposed development team, its
proposed financial strategies, and.assessed comparatively, the
short and long-range economic and fiscal return to the City and
evaluated the economic. feasibility of the proposed development;
and
WHEREAS, the Review Committee received the presentation of
the proposer and, after extensive analysis and discussion of the
one, proposal, rendered a written report to the City Manager
containing an evaluation of the proposal based on the specific
evaluation criteria in the Request for Proposals that included
the. .experience of the development team including, without
limitation, experience on similar projects, the capability of the
development team, the proposer's financial capability and level
of financial commitment, the financial return to the City,
overall project design and extent of minority participation; and
WHEREAS, the City Manager, after taking into consideration
the findings of the certified public accounting firm, those of
the evaluation of the Review Committee, including personal
interviews conducted with the proposer, is recommending the
selection in principle of the following proposals Bayside
Seafood Restaurant, Inc, and Virginia Key Marina, Inc.; and
WHEREAS, in accordance with the City's unified Development
Project process outlined in Charter Section 29-A(c) and Code
Section 18-52,9, the City Manager has transmitted to the City
Commission his recommendations including the written reports,
from the aforementioned certified public accounting firm and
Review Committee;
NOW, THEREFORE, BE IT RESOLVED BY THE COMMISSION OF THE CITY
OF MIAMI, FLORIDAt
Section 1. Bayside Seafood Restaurant, Inc. and Virginia
Key Marina, Inc. is hereby selected in principle as the
successful proposer for the Unified Development of the Virginia
Key Basin Property subject to -the said proposer producing
sufficient evidence to demonstrate within 60 days from the date
of this Resolution the formation of the legal entity authorized
to implement the proposed development project and its financial
capability to successfully undertake and complete the planning
and design, construction, leasing and management of a restaurant
with marina and ancillary marine -related retail and recreational
uses on approximately 2.88 acres of City -owned waterfront
property.
Section 2. The City Manager is hereby authorized and
directed to negotiate an agreement with said proposer, for the
Unified Development of the Virginia Key Basin property.
Section 3. The said applicable agreement to be
negotiated is required to comply with the City's minority
procurement program ordinance requirements and other relevant
laws, and to include, but not be limited to the following terms
and conditions:
-- Provisions committing the successful proposer to the
full extent and corresponding level of expenditures
for all capital improvements included in the
proposal;
-- The immediate commencement, upon execution of the
Agreement, of all capital improvements to the site,
as included in proposal, including but not limited
to:
Provisions of fire protection; conformance of all
facilities with life/safety and handicap access
requirements as well as mandated environmental
safeguards;
l
Accommodation of all parking requirements on -
site, Provision of a public baywalk pedestrian
access;
Compliance with waterfront setback and view
corridor requirements;
Construction of floating docks for temporary
landing of recreational boats accessing the
restaurant;
Construction of all project elements and
amenities as proposed; and
Acquisition of all permits and approvals
necessary to carry out the work;
-- Provision of complete plans and specifications
(construction documents) by licensed architects and
engineers for all work to be performed at and upon
the site;
-- Provision that design development and construction
documents must be submitted to the City for review
and approval. In addition City staff shall monitor
construction of the development project;
-- Provision that all development rights will be
forfeited if development does not occur by agreed
upon date; and
-- Compliance with such other terms and conditions
which are necessary or practicable to further the
best interest of the City of Miami as determined by
the City Administration, with the concurrence of the
City Attorneys' Office.
Section 4. The City Manager is further directed to
present the negotiated agreement to the City Commission for its
review, consideration and approval prior to its execution and
submittal for vote at a referendum. The herein selection of
Bayside Seafood Restaurant Inc. and Virginia Key Marina, Inc. as
the successful proposer does not confer any contractual rights
upon said proposer unless and until the proposed agreement has
been executed by the City of Miami and there has been a favorable
vote cast by the electorate at a referendum.
Section 5. This Resolution shall become effective
immediately upon its adoption.
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PASSED AND ADOPTED this 11th day of
ATT
AT Y HIRAI, CITY CLERK
PREPARED AND APPROVED $Yr
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'1�---^---
LI K. KEARMN
ASSISTANT CITY ATT RNEY
APPROVED AS TO FORM AND
LKK/gmb/M2138
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CITY OF MIAMI, FLORIDA
12
INTER -OFFICE MEMORANDUM
TO : honorable Mayor and Members DATE : MAR 2 81991 FILE
of the City Commission
Selection of Bayside Seafood
sua,Ect : Restaurant, Inc. and Virginia
Key Marina, Inc. for the
Virginia Key Basin property
FROM :Cesar H. Odi REFERENCESFor the City Commission Meeting
City Manager of April 110 1991
ENCLOSUREERFP; Proposal; CPA & Review
Committee Reports
It is respectfully recommended that the City Commission adopt the
attached resolution accepting the recommendation of the City
Manager for the approval in principle of the selection of Bayside
Seafood Restaurant, Inc. and Virginia Key Marina, Inc.'s proposal
subject to the said proposer producing sufficient evidence to
demonstrate within 60 days, the formation of the legal entity
authorized to implement the proposed development project and
their financial capability to successfully undertake and complete
the proposal for the planning, design, construction, leasing and
management (unified development project) of approximately 2.88
acres of City -owned waterfront property located adjacent to and
immediately west of Miami Marine Stadium for a restaurant with
ancillary marine related commercial and recreational uses;
authorizing and directing the City Manager to negotiate a
contract with Bayside Seafood Restaurant Inc. and Virginia Key
•Marina, Inc.; requiring the contract to include certain terms and
conditions (more particularly described herein) and to comply
with City minority procurement program ordinance requirements;.
and further directing the City Manager to present the negotiated
contract to the City Commission for consideration and approval;
prior to execution said contract must be approved by a majority
of the votes by the electorate at a referendum as required by
City Charter Section 29 B; further reserving the right to,
discontinue negotiation with said proposer if deemed to be in
best interest of the city without incurring any financial or
legal liabilities.
BHCKGROUNf�
On June 7, 1990 the Commission adopted Resolution No. 90-499,
authorizing the City Manager to issue a Request for Proposals
(RFP) for the unified development of approximately 2.88 acres of
City owned, waterfront property located adjacent to and
immediately west of Miami Marine Stadium for a restaurant with
ancillary marine related commercial and recreational uses.
6
Honorable Mayor and Members
of the City Commission
page two
The RFP which was issued on June 21, 1990, contained specific
evaluation criteria to be used by Certified Public Accountants
(CPA) and the review committee as follows.
The certified nubl ic accounting firm evaluated the
financial viability of the proposed development teams,
their proposed financial strategies, and assessed
comparatively the short and long-range economic and fiscal
return to the City. Additionally, they evaluated the
economic feasibility of the proposed development. While
the C.P.A. renders an independent report of its findings to
the City Manager, it was also a requirement of the Request
for Proposals that the report be furnished to the review
committee prior to their deliberations.
The review committee evaluated the proposals as to the
experience of the proposers, capability of the development
teams, financial capability of the proposers, the proposers
level of financial commitment, the financial return to the
City, the proposed overall design of the facilities and the
extent ofproposedminority participation.
One proposal was received by the City in response to the Request
for Proposals on September 21, 1990 from the following:
Bayside Seafood Restaurant, Inc. and Virginia Key
Marina, Inca
The following summarizes the reports submitted by the CPA Firm
and Review Committee:
Certified Public Accountants
There are several issues which would need to be resolved during
contract negotiations if the above reference proposers is
accepted by the City. These items are summarized below:
Experience of Proposer and Capability of Development Team
The team appears to have significant experience to implement the
proposed development project.
Honorable Mayor and Members
of the City Commission
page three
Analysis.of,Construction Cost
A detail breakdown of cost related to infrastructure,
equipment and fixture cost, etc, was not provided.
Therefore, the cost estimates of the project could not
be validated or substantiated.
The proposer would need to demonstrate that sufficient
resources are committed to entirely fund the
development of the proposed project.
The total estimated construction cost for the project
is $2,570,000. The proposal indicates that the net
worth of selected shareholders is approximately
$2,185,000 of which approximately $554,500 is
considered to be in liquid assets. While there is some
representation of financial commitment by the
shareholders, there does not appear to be enough to
completely fund this project. Additionally, there does
not appear to be cash reserve provided for during the
start-up of the restaurant's operations.
Sufficient information was not provided to substantiate
the pro -forma projections or to allow for a meaningful
evaluation.
No cash reserve was factored in during the start up of
the restaurant operation. There was, therefore, no
indication as to how a cash short fall would be funded.
Projected operating expenses appear to be understated
which would also impact the annual net income (profit).
Economic Return to the City,
The value of capital improvements made to the Unified
Development site, projected lease payments and property
tax payments represents the most significant economic
benefits to the City. Note: the .present value of the
project lease payment over a 20 year lease period
equals $2,939,689 which exceeds the 2,000,000 fair
market value of the site.
Honorable Mayor and Members
of the City Commission
page four
Review Committee
The Review Committee had reservations in unconditionally
recommending the proposal submitted by Bayside Seafood
Restaurant, Inc. and Virginia Key Marina Associates, Inc.
Therefore, the Committee's recommendation is subject to the
following conditions, as a minimum being met prior to contract
negotiations and referendum:
1) the proposer shall finalize the organizational and
team structure; 2) the financing plan as well as any
other financial information for this project shall be
completed and verified by an accounting firm and/or a
Department identified by the City; and 3) a minority
participation plan shall be submitted and approved by the
City.
Further, the Review Committee recommended the following:
The contract shall include protective measures for
forfeiture of the development rights be included in the
contract to make certain the leasehold property will
revert to the City if development does not occur within a
reasonable period of time.
The contract shall include the City's right to approve
changes in the makeup of the developer's organization
structure as well as variations to the design of the
project.
The contract shall include as a minimum requirement, the
developer's full compliance and commitment to all
improvements and aspects of the proposed development
plan.
I have taken into consideration the findings of the CPA firm and
the evaluation of the Review Committee, as well as a review of
the proposal documents.. My recommendation is conditioned upon
negotiating a contract requiring Bayside Seafood Restaurant, Inc.
and Virginia Key Marina, Inc. to comply with the City's minority
program procurement ordinance and to include but not be limited
to the terms and conditions as set forth below:
Honorable Mayor and Members of the City Commission
page five
Submittal by the proposer, within 60 days of adoption of
this attached resolution, sufficient evidence to
demonstrate the formation of the legal entity
authorized to implement the proposed development and
their financial capability to successfully undertake and
complete the proposed project, in a manner acceptable
to the City.
The immediate commencement upon execution of the
contract, of all capital improvements to the site in
accordance with all applicable laws and codes as well as
a forfeiture clause for non compliance.
Submittal of design development and construction
documents for review and approval by City staff.
Submittal of a construction budget which details cost of
infrastructure, equipment, fixture, etc.
Inclusion of City staff in construction observation of
the development project.
It is recommended that the attached Resolution be adopted in its
entirety at the City Commission meeting of April 11, 1991.
Attachments:
i
s
Proposed Resolution
RFP Issued June 21, 1990 z.
Proposal Received September 21, 1990
CPA Final Report to the City Manager
Review Committee Report to the City Manager
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REQUEST FOR PROPOSALS
FOR THE
UNIFIED DEVELOPMENT
OF '1'IIE
viRGriu KEY BASIN PROPERTY
(located adjacent to and immediately west of Miami Marine Stadium
on the southerly shoreline of the Marine Stadium Basin)
June 21, 1990
CITY OF M WI
Xavier L Suarez, Mayor
Miller J. Dawkins, Vice Mayor
Dr. Miriam Alonso, Commissioner
Victor H. De Yurre, Commissioner
J.L Plummer, Jr., Commissioner
Cesar H. Udio, City Manager
Jorge L Fernandez, City Attorney
i
Prepared By: Department of Development & Housing Conservation
Development Division
300 Biscayne Blvd. Way, Suite 400
Miami, Florida 33131; Tel. (305) 372-4590
Proposals Due: 2:00 p.m., Friday, September 21, 1990
Location: City's Clerk's Office, Miami City Ball
3500 Pan American Drive
Miami, Florida 33133
91--- 270
•
Gentlemen:
June 21, 1990
Thank you for youL interest in the Unified Development of an
approximately 2.88 acre City -owned site located adjacent to and
immediately west of Miami Marine Stadium on the southerly
shoreline of the Marine Stadium Basin, Miami, Florida, more
commonly known as the "Virginia Key Basin Property."
Enclosed is the City of Miami's Request for Proposals (RFP) that
details the project's goals and propobal submission requirements,
significant project reports and pertinent legal and obligatory
documents.
Responses to this RFP are due no later than 2:00 p.m., Friday,
September 21, 1990. The City retains the option to require a
more extensive and detailed submission prior to final_ selection
of a developer should the selection process warrant a second
stage review, as well as the right to reject all proposals
through and including up to the time the City Commission selects
a proposer and approves the execution of a lease agreement.
Please carefully review all of the enclosed documents. Proposals
must comply with all requirements detailed in the RFP to :be
eligible for consideration. Any proposal deemed by the City
Manager to be non -responsive or to not meet the minimum
requirements of this Request for Proposals shall be rejected by
the City prior to or during the Unified Development Project
evaluation process. All information and material submitted will
be carefully analyzed and independently verified. .
Proposals must present a definitive development program; project
definition, site plan and design concept; development and
implementation schedules, financial strategy, management plan and
respecting all requirements of this Request for Proposals to form
the basis for selection by the City.
Contact with City employees, except for public hearings and
presentations, regarding this project or any aspect of a proposal
by a proposer or any representative of a proposer shall be
limited to the City Manager or his designee, Herbert J. Bailey,
Assistant City Manager, and City staff assigned to this project.
Discussion of any aspect of a proposal with City staff not so
designated, City agencies, members of the appointed review
committee or the accounting firm selected to evaluate proposals
may disqualify a proposer in the sole and exclusive discretion of
the City Manager.
Written and oral discussions between the City Manager, his
designee or City staff assigned to this project and offerors who
submit proposals may be conducted, but proposals may be accepted
as submitted without such discussions. All questions or requests
for additional information should be addressed in writing to
Herbert J. Bailey, Assistant City Manager, City of Miami,
Department of Development, 300 Biscayne Boulevard Way, Suite 400,
Miami, Florida 33131. Any response that could potentially impact
proposals will be furnished to all offerors in the form of an
addendum.
The City will conduct a Proposal Pre -Submission Conference on
Tuesday, July 10, 1990 at 10:00 a.m. at the Department of
Development, 300 Biscayne Boulevard Way, Suite 400, Miami,
Florida 33131. While attendance at the Pre -Submission Conference
is not a condition for offering proposals, all prospective
proposers are invited to attend.
Proposals must be delivered to Matty Hirai, City Clerk, (First
Floor Counter), City Hall, 3500 Pan American Drive, Miami,
Florida 33133 by no later than 2:00 p.m., Friday, Sept. 21, 1990
and will be publicly opened on that day.
Sinc ely,
Cesar H. Odio
City Manager
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TABLE OF CONTENTS
p
I- PUBLIC NOTICE••►•a►•••aa••►•.•••••••►•••••••••••••a••
1
II. PR03ECT OVERVIEW
A. Summary • • ► a • • . • • • • ► • • • 6,-,
3
Figure • Regio• nal
lLocation Map... after
page
3
Figure 2. Area Location Mapa.•.•••.after
page
3
B. Site Location ...............•................•..
4
Figure 3. Project Location Map.•..•after
page
4
C. Project Parcel Description ......................
4
D. Unified Development Project Schedule............
5
III REQUEST FOR PROPOSALS LEGAL REQUIREMENTS
A. Unified Development Projects .................... 6
B. Commitment of Funds ............... .•••.•........ 6
C. Commitment of Property .......... ...•..... ►..... • 6
D. Commitment of Services ............ •••.•►••• ►.►.• 7
E. Execution of Contracts ............. •... •60.... •• .7
F. Right of Termination..... .......... 6 ............ 7
G. Definition of Uses .......................... ►... 7
IV. PROPOSAL DEVELOPMENT CONSIDERATIONS
A. Development Objective ........................... 8
B. Termination of Existing Leases and Restaurant
Operations ...................................... 8
C. Lease Term ...................................... 9
D. Annual Lease Payment... 9
E. Use ..... 9
F. Adjacent Property Consideration ................. 9
G. Site Improvements ............................... 9
H. Parking ......................................... 10
I. Access .......................................... 10
J. Permitting ...................................... 10
K. Architectural Treatment of Improvements......... 11
L. Signage..................................•►••a. 11
M. Estimated Construction Costs .................... 11
N. Project Financing Strategy ...................... 11
O. Development Schedule ............................ 11
P. Method of Operation ............................. 12
Q. Minority Participation .......................... 12
R. Contract Terms .................................. 12
V. PROPOSAL FORMAT
A. Credentials ..................................... 13
B. Project Proposal ................................ 14
C. Additional Requirements ......................... 14
VI. EVALUATION CRITERIA
A. Review Committee Evaluation Criteria............ 16
B. CPA Firm Evaluation Criteria....................76
1$
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TABLE OF CONTENTS ( CANT' D .
_ V'II. TERMS
AND CONDITIONS To NN CONSIDERED IN THE
LEASE
,AGREEMENT
A.
Authorization . . . . . . . . . . . . . . . • . . . . . . . . . . .. . . . . :'
B.
Terms and Conditions... .......................� lg ".
VII2. PnoposAL
suamISSIou PROCEDURES ............... 24
APPENDIX A.
Virginia Key Master Plan Development
Concepts........................6.............. 25
APPENDIX B.
City of Miami Charter and Code Sections;
Referenced Legislation ......................... 26`
APPENDIX C.
City of Miami Minority and Women Business
Affairs and Procurement ordinance No._10538.... 27
APPENDIX D.
Current Lessee Letter of Commitment ..... .......``28
EXHIBIT I.
Sketch of Property Survey ...................... 29
EXHIBIT II.
Declaration, Professional `Information
and Financial Disclosure Forms ............:.... 30
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16 PUALYC NOTtI H
The City of Miami is inviting interested parties to submit Unified
Development. Project (U.D.P.) proposals for the planning and design,
construction, leasing and management of approximately 2,88 acres of
City -owned land located adjacent to and immediately west of Miami
Marine Stadium along the Marine Stadium basin shoreline in Miami,
Florida for restaurant and marine -related commercial and recreational
uses. The waterfront parcel includes approximately 280 linear feet of
frontage along the basin shoreline.
All proposals shall he submitted in accordance with the Request for
Proposals document which may be obtained from the City of Miami
Department of Development, 300 Biscayne Boulevard Way, Suite 4000
Miami, Florida 33131, (305) 372-4590. This document contains detailed
and specific information regarding the property being offered for
Unified Development and the City's goals for the use of the property
by the successful proposer.
The City will conduct a Proposal Pre -Submission Conference on Tuesday,
July 10, 1990, 10:00 a.m., at the City of Miami Department of
Development. While attendance at the -Pre-Submission Conference is not
a condition for offering proposals, all prospective proposers are
encouraged to attend.
Proposals must be delivered to Matty Hirai, City Clerk, City Hall,
Dinner Key, 3500 Pan American Drive, Miami, Florida 33133 by 2:00
p.m., Friday, September 21, 1990, and will be publicly opened on
that day. No proposals shall be accepted after the date and time
specified or at any other City office location.
The City of Miami reserves the right to accept any proposals deemed
to be in the best interest of the City, to waive any irregularities in
any proposals, or to reject any or all proposals and to re -advertise `
for new proposals. Any proposal deemed by the City Manager to be non-
responsive or to not meet the minimum requirements of this Request for k
Proposals shall be rejected by the City prior to the Unified
Development Project evaulation p j process. In making such determination,..
the City's consideration shall include, but not be limited to the
proposer's experience, capability of the development team, the dollar
amount return offered to the Cit the i' y, proposer's financial
qualifications, the overall project design, the extent of minority '
participation, and the evaluation by the City of all information
submitted in support or explanation of the proposed development of the
property.
Ordinance No. 10538 estabishes a goal of awarding 51% of
total dollar volume of all expenditures for all goods and
Black, Hispanic and Women Minority Business Enterprises
basis.
1
the City's
services to
on an equal
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A. Summary
The City of Miami is extending invitations to qualified and
experienced developers to submit proposals for development of a
restaurant and marine -related or dependent commercial and
recreational uses on approximately 2.88 acres of waterfront land on
Virginia Key along the Marine Stadium Basin shoreline, The City-
owned parcel is located between the Miami Marine Stadium, a public
facility operated by the City of Miami, and a boat ramp and dry rack
storage, facility operated privately as a land lease from the City.
Virginia Key, a barrier island, is located in Biscayne Bay midway`'
between Key Biscayne and the mainland as shown in Figure 1.
"Regional Location Map" and the Marine Stadium basin is adjacent to
Rickenbacker Causeway as shown in Figure 2. "Area Location Map".
On July 23, 1987, the City Commission passed Resolution 87-760
adopting in principle the Virginia Key Master Plan, that among other
things, set forth a general development and implementation 'program
for publicly owned properties on Virginia Key, and is included
herein as Appendix A.
On September 14,1989 the City Commission adopted Resolution 89-771
declaring that the most advantageous method to develop certain
improvements on the Virginia Key Basin parcel offered herein is by
the "Unified Development Project" process, as set forth in City
Charter Section 29-A(c) and City Code Section 18-52.9. Resolution
89-771 further authorized the preparation of a Unified Development
Request for Proposals (RFP)., A Public Hearing was held June 7th,
1990 to take testimony regarding the Request for Proposals and to
authorize issuance of the RFP.
At the conclusion of the Public Hearing on June 7th, 1990, the City
Commission adopted resolution 90- which authorized the issuance>.
of this Request for Proposals, appointed a seven member review
committee and selected a certified public accounting firm to
evaluate proposal submissions and report findings to the, City
Manager as required by the City Charter and Code for Unified
Development Projects. (Referenced legislation is included in
Appendix B . )
Proposals shall include planning and design, financing and x
construction of improvements appropriate to the character of then
site and the Miami River waterfront. The property, in public
ownership by the City of Miami, is to be redeveloped, leased,
operated, -managed, and maintained at no cost to the City .by the
successful proposer under a property lease agreement with the City,
P P P P Y 9
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A. Site Location
The Virginia Xey Basin site, shown in Figure 3. "Project Location
Map," is located along the Marine Stadium Basin shoreline between
the Stadium and a public boat ramp and boat yard. The Virginia Key
Master Plan, adopted in 1987, recommends a reorganization of the
leasehold areas west of the Marine Stadium to provide a more
efficient use and higher quality design of the boat yards and
recreational facilities. To accomplish this, the plan proposes that
the existing restaurant use located within a parking lot be moved to
the shoreline, and an area of ground storage of boats and marine
equipment be converted to public parking serving the restaurant use
and marine stadium. This U.D.P. seeks to implement these specific
objectives of the adopted Master Plan.
The project site consists of two parcels: Parcel B, approximately
2.27 acres currently used for surface storage of boats and
miscellaneous equipment (of which .5 acres consists of entrance
drives for Marine Stadium that will remain); and a portion of Parcel
1-B, approximately 1.11 acres, currently a boat ramp and vacant
land. Both parcels are currently under lease to Marine Stadium
Enterprises. (Refer to Exhibit I. "Sketch of Property Survey for
detailed property description.)
C. Project Parcel Description
1. Owner: City of Miami
2. Address: adjacent to 3601 Rickenbacker Causeway
3. Legal Description:
Restaurant/Marine Service Area (portion of Parcel 1-B of,
Rickenbacker Marina Survey) - Commence at the Southeast
Corner of Section 17, Township 54 South, Range 42 East;
Dade County, Florida; thence along the south line of said
section 17 north 89 degrees 56149" west for 2,649.84 feet
to its intersection with the Center Line of "Rickenbacker
Causeway" as shown in "The Metropolitan Dade County f.
Bulkhead Line" according to the plat thereof as recorded in
plat book 74, at Page 9, sheet No. 2 of the public Records
of Dade County, Florida; thence along said Center line
North 45 degrees 22' 07" West for 3,073.07 feet; thence
North 44 degrees 37' 53" East for 446.57 feet to the point
of beginning of the hereinafter described parcel of land. -
thence North 44 degrees 37' 53" East for 276.00 feet;
thence N 75 degrees 22' 07" West for 280.00 feet; thence
South 14 degrees 37' 53" West for 24.97 feet; thence South
44 degrees 37' 53" West for 114.37 feet; thence S '45
degrees 22' 07" East for 230.00 feet to the point of
beginning. Containing 1.110 acres more or less.
Parking Area - (Parcel B less the southeasterly 120 feet) -
Commence at the southeast corner of Section 17, Township 54
South; Range 42 East; Dade County, Florida, thence along..
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SITE LOCATION MAP
DADE
FIGURE 3
Aw.
the south line of said section 17, N 89 degrees 56' 17" W
2,649.84 feet to its. intersection with the centerline of
Rickenbacker Causeway as shown on the Plat of the
Metropolitan bade County nulkhead Line as recorded in Plat
Book 74 at Page 9 of the Public Records of bade County,
Florida; thence along said centerline N 45 degrees 22' 07"
"hest 2523.0 feet to a point, thence N 44 degrees 37' 53"
Bast 241 feet feet to the Point of Beginning of the herein
described tract of land; thence N 44 degrees 37' 53" West
180 feet to a point, thence S 45 degrees 22' 07" hest to
the Point of Beginning. Containing 2.27 acres -more or less.
4. Area: Restaurant/Marina Services - 1.110 acres
Parking - 1.774 acres (not counting southeasterly
120 feet of Parcel B to remain as Stadium entrance).
5. Zoning: Restaurant area - BU-lA (Metropolitan Dade Co.)
Parking area - GU (Metropolitan Dade Co.)
6. Present Use: Restaurant area - vacant
Parking area - boat and miscellaneous storage
7. Existing Improvements: none
8. Water Frontage: Approximately 280 linear feet
D. Unified Development Project Schedule (Anticipated)
Issuance of Request for Proposals June 21, 1990
Proposal Pre -Submission Conference July 101 1990
Location: Dept. of Development 10: 00 a .m.
300 Biscayne Blvd. Way
Suite 400
Miami, Florida 33131
Proposal Submission Deadline September 21, 1990�
Location: Office of the City Clerk 2:00 p.m.::
Miami City Hall, Dinner Key 16
3500 Pan American Drive
Miami, Florida 33133
CPA Firm Evaluation of Proposals
Review Committee Meetings
Review Committee Interviews
with Qualified Proposers
September -October 1990
September -October 1990
Recommendation from the Review Committee
and CPA Firm to the City Manager
Recommendation from the City Manager
to the City Commission for
Selection of a Proposer
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October 1990
October 1990.`
3 tT,
November 1990
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111. 99099ST POR. PROPOSALS LEGAL REQUIREMENT'S
A. Unified nevelo ment Projects
The City of Miami Commission has determined that for the development
of improvements sought by this Request for Proposals, it is most
advantageous to the City that the City procure an integrated package
including planning and design, construction, leasing, and management
from a private person, as provided for in the City of Miami Charter
Section 29-A. (c) and defined in the City of Miami Code Section 18-
52,9 for Unified Development Projects, incorporated herein by
reference and included in Appendix B.
B. Commitment of Funds
1. City
The City shall provide no direct or
development.
2. Successful Proposer
indirect financing to the
The successful proposer is required to provide equity and debt
capital adequate to finance all aspects of the proposed Unified
Development of the property.
The successful proposer shall provide funding for the purchase of
remaining leasehold rights in the subject sites and for compensation
to the operator of the existing adjacent restaurant operation for
its removal (see section IV.B.) .
The successful proposer shall provide funding for the improvement of
the adjacent public site to enhance its public use (see section
IV.F.)
The successful proposer shall provide funding to reimburse the City
for direct costs incurred in evaluating all proposal submissions,
including, but not limited to advertising, printing, appraisal fees
and the professional services cost of a certified public accounting
firm selected by the City Commission.
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C. Commitment of Property
The City will enter into a property lease agreement with the
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successful proposer for the parcels particularly described in
Section II.C.3. The proposed term of the lease agreement shall be€a,
negotiated to compliment the financing strategy and/or the
depreciation schedule. The lease agreement will be structured to
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provide the City with an annual rental payment that is comprised .of
a minimum annual guaranteed rent and a percentage of gross revenues
(refer to Section IV.C.) .
City owned property is held in public trust and cannot be mortgaged
or subordinated in any way as a part of the lease agreement.
All leasehold improvements shall revert to the City, in which fee
simple title shall vest, upon the expiration of the lease term.
The City Commission is prohibited from favorably considering any
lease of property owned by the City unless there is a return to the
City of fair market value. The City is prohibited from favorably
considering any lease of property, unless, among other things, there
shall have been at least three written proposals received from
prospective lessees (refer to Section VII.B.3.).
D. Commitment of Services
Services such as police and fire protection, equal to those provided
any private development within the City of Miami, shall be provided
by the City. All additional security, etc., shall be the
responsibility of the developer.
As required by subsection (5) of City Charter Section 29-A(c),
"substantial increase" shall be defined as a 10% increase to the
City's proposed commitment of funds, property and/or services and
"material alteration" shall be defined as failure to comply with all
aspects of the proposal except as specifically permitted in writing
by the City Manager.
E. Execution of Contracts
All contracts for Unified Development projects shall be signed by
the. City Manager or his duly authorized designee after approval
thereof by the Commission. The provisions of Charter Section 29-
A(c) shall supersede any other Charter or Code provision to the
contrary.
F. Right of Termination k
Any substantial increase in the City's commitment of funds,
property, or services, or any material alteration of any contract
awarded for Unified Development projects shall entitle the City
Commission to terminate the contract after a public hearing. Prior
to such public hearing, the Commission shall seek and obtain a
report from the City Manager and from the Review Committee that
evaluated the proposals for the project, concerning in part the
advisability of exercising that right. The City shall have no
liability with regard to its exercise of such right and the
successful proposer shall bear all of its own costs with respect
thereto.
G. Definition of Uses
Proposals must include a definitive development program, including.
phasing, if, any, a financial strategy and feasibility, and a
guaranteed time of completion schedule that can be realistically`
evaluated under the requirements of this Request for Proposals to
form the basis for selection by the City.
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IV. PROPOSAL DEVELOPMENT CONSIDERATIONS
Respondents to this invitation are advised that the following
factors must be considered and adhered to in the development of
project proposals and will be critically evaluated.
A. Develop!nent Objective
Proposals must meet the City's development objective seeking the
most active and productive commercial use of the site related to
waterfront activities for which this portion of Miami's Marine
Stadium basin waterfront is reserved. The project shall include a
restaurant as its principal use and is strongly encouraged to
include other water -dependent or water -related commercial and
recreational uses permissible under BU-lA zoning (Metropolitan Dade
county Code). Improvements shall be responsive to, the character,
environmental and design factors inherent to the Miami Marine
Stadium Basin and the site.
Aesthetics of the development will be a prime consideration in the
evaluation of proposals. The City expects the proposed
architecture to be responsive to the South Florida sub -tropical
climate and its waterfront setting. Of special concern is the
facade and sillouette as viewed from the Basin and parking areas
adjacent to Marine Stadium. The project shall relate to the
water's edge with respect to enhancing the general public's
increased visual and physical accessibility to the basin.
It is a primary objective of this project to eliminate the existing
restaurant operation (otherwise known as "Bayside") within the
parking lot of the adjacent leasehold as a condition for
constructing a new restaurant and marine services facility on the
waterfront. The objective of the Virginia Key Master Plan, upon
which this project is based, is to in -effect move the existing food
service facility adjacent to the project site to the higher amenity
project site waterfront location and thereby eliminate, as well,
the present functional conflicts between the current restaurant and
boat storage operations. A secondary objective is to eliminate the
surface tora a of boats ' s thi P 1 B d t tih
g wi n arce an conver a area to
needed automobile parking.
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B. Termination of Existing Leases and Restaurant Operations
The successful proposer must, prior to execution of a lease
:
agreement for the project site, successfully negotiate with the
current lessee an agreement to purchase of remaining leasehold
interests in the project site including, if necessary, satisfactory
compensation of the existing restaurant operator on the adjacent
leasehold for removal of the present restaurant operation,y
structure and equipment (otherwise known as "Bays ide"). The
existing Lessee of the project site has agreed to negotiate in.good'
faith based on an appraised fair market value, the sale of the
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remaining leasehold interests in the site to the successful
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proposer (see Appendix D. - Current Lessee Letter of Commitment).
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C. Lease Term
The term of a lease agreement to be executed between the City and
the successful proposer shall be negotiated to compliment the
financing strategy and/or the depreciation schedule.
Do Annual Lease Payment
The financial return to the City shall include a minimum annual.
guaranteed rental payment for lease of the property, plus a
percentage of gross revenues throughout the lease term.
E. Use
The site is located in a zoning district intended for general
commercial services and government uses.
For purposes of responding to this Request for Proposals, the
principal uses of the waterfront property (portion of parcel 1-B),
shall be a restaurant oriented to the waterfront and recreational
use of the water's edge. Accessory uses that may be realistically
configured on the site, in addition to its principal uses, include
such commercial marine and recreational service uses permissible
under BU-lA zoning. In addition, floating docks for the temporary
landing of recreational boats seeking access to the restaurant and
marine services may be installed within the adjacent embayment
area, provided, however, such docks are permitable under applicable
County and State regulations for such structures and all required
permits are obtained by the lessee. The sole use of the inland
property (parcel B) shall be for public parking to serve the
restaurant and for special events at the Miami Marine Stadium. y,
F. Adjacent Property Consideration
Between the restaurant site and the Marine Stadium facility exists
a 350 foot length of vacant, unimproved public shoreline. It is
the City's expectation that the successful proposer shall fund and.
install improvements to this area for a depth from the shoreline of
approximately 100 feet, that will enhance the publics use and '
access to this area. Such improvements may consist of walkways and
landscaping, the nature of which shall be reflected in the proposal
submission. This area is not a part of this R.F.P.'s leasehold
offering.
G. Site Improvements
The property including all conditions, topsoil and subsoil on the
premises is offered "as is."
Required on -site loading and service areas shall be organized,
appropriately landscaped, and screened from surrounding streets and
adjacent property. Proposals shall include a compatible, safe and
effective pedestrian and vehicular circulation system to service
the proposed development.
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All site improvements must comply with all applicable code
requirements. All signage shall be reviewed and approved by the
City of Miami Planning Department.
H. par
kin
Minimum off-street parking requirements are to be achieved
principally by utilization of the Parcel B leasehold area to be
improved as a surface parking lot for the exclusive use of the
restaurant except during Marine Stadium events. During such
events, the City will require that the Parcel B parking spaces be
made available to event patrons, and all vehicles parked on Parcel
B will pay the normal event parking fee. If the event's paid _
seating is only within the stadium grandstands, any parking on
Parcel 1-B (restaurant site) may be reserved exclusively for
restaurant valet parking and exempt from normal stadium event
parking fees. If the event has paid shoreline spectator space (ie.
the annual power boat races), standard City policy is to charge an
event entrance fee at the main stadium parking gates which will
include restaurant patrons (since they will enjoy a view of stadium
basin event activities.)
Use of additional parking within the adjacent City's Marine Stadium
parking lot as may be required by code or desired by the restaurant
/ commercial operator may be negotiated and entered into as a
separate agreement with the Department of Parks, Recreation and
Public Facilities and the City Property/Lease Manager subject to
the approval of the City Manager. This additional parking, if
desired, will be provided through a special use permit that is
revokable and not a lease.
I. Access
Access to the restaurant site (Parcel 1-B) will be through Parcel B
with an easement through the Marine Stadium parking lot to permit
full access to Parcel 1-B. Access to Parcel R may be through the
Marine Stadium parking entrance and/or from the existing frontage
road parallel to Rickenbacker Causeway.
J. Permitting
The successful proposer shall be responsible for acquiring. all
required permits,, licenses and approvals from, but not limited to.'
the ArmY P Cor s
of Engineers the State De artment of Environmental'
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Regulation (DER), Metro Dade County Department of Environmental
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Resources Management (DERM), the Dade County Building Department,
the Dade County Shoreline Review Committee and the City of Miami.
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X. Architectural Treatment of improvements
Development of improvements shall be architecturally acceptable and
will be critically evaluated in the selection process. The City
expects the proposed architecture to be responsive to the local
climate and in particular to the waterfront setting. The City does
not seek .an architecture or a setting imitative of any other
geographic area. The appropriate context for the waterfront can
best be expressed through the use of indigineous building materials
and forms and lush landscape treatment responsive to South
Florida's natural conditions. Overall height of new structures
shall be in accordance with limitations as established by zoning.
The design of rooftops should be conducive to Least Tern nesting.
L. Signage
Signage will be permitted in accordance with the Dade County zoning
Code with design approval by the City Planning Department. Signage
may be placed, subject to design review, near the Marine Stadium
entrance on City owned land. A fee may be applicable.
M. Estimated Construction Cost
A detailed construction cost estimate shall be furnished for the
entire proposed development including all improvements. Included
as separate items, shall be the estimated cost of furnishings,
fixtures and equipment.
N. Project Financing Strategy
The proposer shall provide financing for all building and site
improvements including public spaces and amenities associated with
the development and, if necessary, for purchase of existing
leasehold rights and compensation of the existing restaurant
operator for loss of lease, building and equipment.
O. Development Schedule
Respondents shall submit a proposed development schedule for each
significant improvement of the complete project. Development shall
substantially commence within six months from the transfer of the
leasehold property to the successful proposer. A reversion clause
will be included within the lease agreement to insure reasonable
compliance with the proposed development schedule. The timetable
for completion of the proposed construction will be considered in
the evaluation process.
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P. Method of On eration
The operation of the entire proposed development shall be
described. The description must include an organizational chart,
job descriptions of key positions, brief outline of operating
procedures, how and where the development will be advertised,
indication of which businesses are intended to be operated by
proposer and which businesses are intended to be subleased or to be
operated under a management contract. If independent management
services are to be involved, then the applicable forms included in
Exhibit II. of this document must be completed by management
contractors.
In the event the proposer is not the restaurant operator, the
independent and experienced restaurant operator must be a member of
the proposer's team and must complete all applicaTle forms included
in Exhibit II.
Q. Minority Participation
Respondents will be required to comply with all applicable federal,
state and local affirmative action and minority procurement
legislation and regulations, including City of Miami Ordinance No.
10538 (Appendix C).
Minorities are expected to be an integral part of the development
team, participate substantially in construction contract and jobs,
and comprise a significant part of the permanent management team,
as well as all businesses and work force created by. the
development. For the purpose of proposal evaluation, significant
minority participation shall be defined as 17% black, 17% hispanic,
and 17% female.
R. Contract Terms
Section VII. provides numerous contract terms and conditions that
the proposer must consider when making a proposal. Proposers must_.
provide specific suggested clauses for inclusion into the lease
agreement with the City. Various standard City clauses are
included in Section VII. and must be adhered to.
The eventual contract negotiated between the successful proposer
and the City may incorporate any other terms, conditions and
benefits for the City that the City, in its judgement, may seek to
include by way of negotiation. r
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V. PROPOSAL PORMAT
Proposals submitted in response to this invitation must include the
following information:
A. Credentials
1. Identity of proposer, including the development team's
organizational structure and names and addresses of
principals.
2. Proposer's experience in development, operation and
management of specific types of uses proposed,
referencing specific projects and proposer's role.
3. Complete and substantiated evidence of proposer's
financial capacity to undertake the project proposed.
4. Composition of development team (the proposer, its profes-
sional consultants, and operational manager(s)).
5. Development team's professional qualifications and
experience in design, construction and operation of types
of uses proposed.
The development team assembled in response to this invitation
shall, at minimum, demonstrate professional expertise in the
following disciplines (currently active licenses required):
1. Architectural: shall be registered to practice
architecture in the State of Florida as required by FS Chapter
481, Part I. Architecture;
2. Landscape Architectural:
landscape architecture in the
FS Chapter 481, Part II. Land:
3. Engineering: shall be rec
in the State of Florida as re(
Professional Engineers;
4. General Contracting or Coi
licensed as a general contraci
Dade County and possess a Ceri
5. Operations: shall be expel
proposed;
6. Management: shall be expel
proposed.;
7. Leasing: shall be experii
leasing.
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a. project proposal
1. Development plan:
Description of all aspects.of the plan
Architectural character and features of the
Number of buildings and use, square footage,
Methods of construction
Number of temporary boat moorings
development
height
On -site loading and service parking requirements
proposed off -site parking, if any
Adjacent site improvements.
2. Illustrative Drawings
(Shall be prepared by a registered architect licensed to
practice in Florida and shall be board -mounted not to
exceed 30"x40"):
Illustrative site plan
Elevations, sections and floor plans of all proposed
new structures
While perspective isometric illustrations are not
required, submissions will be accepted for review. No
model will be accepted for review.
3. Schedule and Type of Project Amenities
4. A Feasible and Substantiated Financial Strategy
5. A Proposed Lease Term complimenting the financing strategy
and/or depreciation schedule
c
6. A Minimum Annual Guaranteed Rental Payment to the
City plus the projected dollar amounts for payment to the
City based on a Specified Percentage of Gross Revenues
Collected, in accordance with Section IV.D., throughout
the proposed Lease Term
7. Project Development and Operating Pro Formas of anti-
cipated project income and expenses projected for
length of lease term proposed
8. Project Implementation Schedule including all steps of
planning and design, construction and operation
9. Project Management Plan
C. Additional Requirements
1. Completed Declaration, Financial Disclosure and
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Professional Information forms as detailed and
included herein as Exhibit II.
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2. A response to all applicable aspects of the contract
sTerms and Conditions as detailed in Section VII, of
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of this document.
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3.
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V1. EVALUATION CRITERIA
Review procedures and the selection process are set by City
Charter and Code of which applicable excerpts are included in
Appendix H. of this document.
The City of Miami Commission, consisting of five elected
officials, including the Mayor, will select the successful
proposer based on the recommendation of the City Manager.
At a public hearing held October 12, 1989 and continued to
December 14, 1989, the City Commission authorized the City Manager
to issue this Request for Proposals, appointed members to a review
committee from recommendations submitted by the City Manager, and
selected a certified public accounting (CPA) firm to evaluate
submitted proposals.
The review committee established by the City Commission at the
public hearing will render a written report of its evaluation of
proposals to the City Manager. The review committee shall
evaluate each proposal based on the criteria established herein.
The committee has the authority to recommend none of the bids if
it deems them not to be in the best interest of the City of Miami.
However, the committee shall have to explain its reasons for such
a decision.
A. Review Committee Evaluation Criteria
The following specific evaluation criteria inatrix shall be used by
the review committee:
1. Experience of the proposer ........................15%
2. Capability of the development team................15%
3. Financial capability, level of financial
commitment'........................................20$
4. Financial return to the City......................20%
5. Overall project design ............................20$
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6. Extent of minority participation ..................10$
Proposers are encouraged to have their proposals conform to
the
following factors which will be utilized by the review committee
in evaluating the proposals:
1. Experience of the Proposer (15%)
(a) Qualifications and capability of the proposerk:
in 'development of the types of uses proposed
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(b) Specific experience'of the proposer in development
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and management of the types of uses proposed,
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comparable in magnitude and scope
2. Capability of the Development Team (15%)
(a) Composition of the development team
(b) Professional qualifications of team members+
project managers, and consultants
(c) Specific capability and range of experience
in scope, complexity and adequacy of personnel to
successfully undertake and complete this project
for the types of uses proposed
(d) Good past performance in project administration
and in cooperation with former clients
(e) Ability to meet time schedules and budget
(f) Quality, organization and experience of opera-
tional management team
(g) Method of providing restaurant operation
including type and quality of food preparation
service, hours of operation, advertising and
promotion plans
(c) Any additional financial benefit to the City
5. Overall Project Design (20%)
(a) Fulfillment of the City's established development
objective
(b) Appropriateness and quality of the design as
related to its setting on Biscayne Bay
(c) Appropriateness and quality of the design as
related to the scale, massing, materials, and
finishes of the types of uses proposed
(d) Efficiency of site design and organization,
mix and compatibility of types of uses proposed
(e) Imaginative and creative treatment of architec-
tural and site design of public access to and
design of the water's edge, public spaces,
exterior spaces, circulation, view corridors,
landscaping, graphics,. signage, and lighting
6. Extent of Minority Participation (10%)
(a) Minority equity participation
(b) Minority participation within the development and
management team
a;
(c) Contracting and hiring practices
(d) Opportunities for minorities, hiring outreach and.
training opportunities in relation to management,
operation and maintenance of facilitiesr
B. CPA Firm Evaluation Criteria
The c ,rtified public accounting firm selected by the City
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Commi.;ion will provide a preliminary evaluation of each proposal
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submission prior to evaluation by the review committee.'
Specifically, the certified public accounting firm will evaluate
the financial viability of the proposed development teams, their
proposed financial strategies, and will assess comparatively the
short and long range economic and fiscal return to the City,
Additionally, they will assess the economic feasibility of the
proposed development. The CPA firm will render an independent
_final report of its findings to the City Manager.
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Vtle TERMS AND CONbtTtONS TO BE CONSIDERED tN THE LEASE AGREEMENT
A. Authorization
Upon authorization of the City Commission, the City Manager or his
designee shall negotiate all aspects of a lease agreement
including planning, design and engineering, construction, and
management with the successful proposer. The City Attorney's
Office must approve the lease agreement as to legal form and
correctness and will provide assistance to the City in its
negotiations to be certain that the City's interests are best
served by the inclusion of contractual clauses
B . Terms and Conditions
The contract shall address,
terms and conditions:
1. Lease Term
but not be limited to, the following
A proposed lease term to compliment the financing strategy
and/or the depreciation schedule.
2. Rent
Annual minimum guaranteed rental payment and a percentage
of gross.revenues for duration of lease term.
Payment schedules
Right to audit
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No counterclaim or abatement of minimum rental
3. Conditions for Lease
City of Miami Charter Section 29-B (included in
Appendix B)
£'
The City Commission is prohibited from
favorably'
consideringlease of
any property owned by the
City unless
there is a return to the City of fair market
valueunder
such proposed lease.
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The City Commission is prohibited from
favorably
considering any lease of property owned by the
City unless
there shall have been proper advertisement
soliciting
proposals. allowing not less than ninety .(90) days
from the
City's receipt of proposals and there shall have been at
least.three;(3) written proposals received from
prospective
'
Lessees; however, if there are less than
three 2 (3)-
proposals received and the guaranteed return
under the
proposals whose acceptance is being considered
is equal to
fair market: value and the City Commission determines
that
the lease will be in the City's best interest, then subject
to the approval of a majority of the votes cast by the
electorate at a referendum, the lease may be consummated.
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4. Insurance
Policies of Insurance
Certificates of Insurance
Types of Insurance
(City Insurance Manager to specify the types and amounts of
insurance required and retains right of approval of all
insurance required)
5. Performance and Payment Bond
Prior to commencement of construction on the property by
the successful proposer, the successful proposer shall
furnish the City with a performance and payment bond in an
amount to be specified to insure that the Lessee will
promptly make payment to all claimants supplying labor,
materials, or supplies used directly or indirectly in the
prosecution of the work provided for in the lease
agreement, and to pay the City all losses, damages,
expenses, costs and attorney's fees, including appellate
proceedings, that the City sustains because of a default by
the Lessee under the Lease Agreement. The bond shall be
subject to the approval of the City Insurance Manager and
the City Attorney and comply with FS 255.05, Florida
Statutes (1987) .
6. Indemnification
The successful proposer covenants and agrees that it shall
indemnify, hold harmless, and defend the City, its }
employees and officials from and against any and all
claims, suits, action, damages or causes of action arising
during the term of the lease agreement for any personal
injury, loss of life, or damage to property sustained in or
about the leased premises, by reason of or as a result of
the successful proposer's occupancy thereof, acts or
omissions to act, from the acts or omissions to act of the
City, and from and against any orders, judgments or decrees
which may be entered thereon, and from and against all
costs, attorney's fees, debts, obligations, expenses and
liabilities incurred in and about the defense of any such
claims and the investigation thereof.
7 Assignment of Lease'
No assignment of lease agreement or any portion or part
thereof, except by and virtue of action taken by the City r
Commission.
8. Restrictions on Use
Authorized principal uses
Authorized accessory uses
20
-
x
t
7t
Y
9. Design, Dngineering and Construction of improvements
Description of Improvements
Developer's Obligation to Construct Improvements
Submission of Construction Documents
Review and Approval of Construction Documents
Changes in Construction Documents
Submission for Huilding Permit
Contract(a) for Construction
Conditions Precedent to Commence Construction
Commencement and Completion of Construction Improvements
Progress Reports
Payment of Contractors and Supplies
Cancellation or Discharge of Liens Filed
Construction Coordination and Cooperation
10. Preparation of Premises for Development
Property including all conditions, topsoil and subsoil on
the premises are offered for lease "as is" and any work or
labor required to conform to applicable laws shall be the
successful proposer's responsibility at his sole cost.
No warranties express or implied are represented as to such
property. All warranties including any warranty of fitness
or merchantability are expressly disclaimed.
Property and Other Taxes:
The successful proposer shall nay all taxes on all
improvements which may be levied, as well as sales, use,
income and other taxes imposed by any governmental
authority
14. Maintenance, Repair and Replacement
Maintenance and Repair
Reserve for Replacements
Waste
Alterations of Improvements
15. Condemnation
Adjustment of Rent
Proration of Condemnation Awards
Temporary Taking
Award Taking
Definition of Taking
16. Default Termination
Default by Lessee
Default by City
Obligations, Rights and Remedies Cumulative
Lin .. _ r .•, i. s ,... .... c+., S ....... .. _ .,L - - -- -- - ^ -- - -- - - - - -- - -- '
any fee, commission, percentage, brokerage fee, or gift of
any kind contingent upon or resulting from the award of
making the lease agreement.
20. Conflict of Interest
The successful proposer is aware of the conflict of
interest laws of the City of Miami, Dade County, Florida,
and the Florida Statute, and agrees that it will fully
comply in all respects with the terms of said laws. Any
such interests on the part of the successful proposer or
its employees must be disclosed in writing to the City.
The successful proposer, in the performance of the lease
agreement, shall be subject to the more restrictive law
and/or guidelines regarding conflict of interest
promulgated by federal, state or local government.
21. Non -Discrimination
The successful proposer agrees that there will be no
discrimination against any person on account of race,
color, sex, religious creed, ancestry, national origin,
mental or physical handicap in the use of the demised
premises and the improvements thereon.
22. Rules and Regulations
The successful proposer agrees that it will abide by any
and all rules and regulations pertaining to the use of the
premises which are not in effect, or which may at any time
during the term of the lease agreement be promulgated.
23.Compliance with Federal, State and Local Lams
The successful proposer shall comply with all applicable
laws, ordinances and codes of federal,
state and local'
governments.
24. Minority Procurement Compliance
The successful proposer acknowledges that
it has been
furnished a copy of Ordinance No. 10538,
the Minority and
Women Business Affairs Procurement Program
ordinance of the
City of Miami, (Appendix C) and agrees to
comply with all
applicable substantive and procedural provisions
therein,
including any amendments thereto.
25. Miscellaneous
As applicable
23
qC)
VIA'
1z3
S
rP�'l:�rggmA
Vt I t e PROPOSAL SUBMISSION PROCHDU"S
Proposal submissions must be marked:
Unified Development Proposal for the
Virginia Key Basin Property,
Miami, Florida
Proposals submissions must be received at:
Office of the City Clerk
City Hall
City of Miami
3500 Pan American Drive
Miami, Florida 33133
One (1) original and twelve (12) copies of a complete proposal
submission in an 8-1/2"x1l" bound format and one set of board -
mounted illustrative drawings are required to be submitted by:
2:00 p.m., Friday, September 21, 1990
to the office of the City Clerk
. • i+r"A ' � ter.
Merise aladisa - as irroplaaable room facility.
MARINE RECREATION
The unique dimensions of Virginia
Key that distinguish it from other
public lands and recreation space in the
region are its extraordinary natural
environment, its bay setting and
unparalleled access by water for marine
recreation programs. The following land
use policies reflect the goal of
optimizing the island's marine
recreational opportunities:
1) MARINE STADIUM AND BASIN
The future of powerboat racing in
Miami is uncertain, but has enjoyed
some renewed interest with the recent
surge in recreational motorboat
sales. Giveit this uncertainty, there
has been consideration of
transforming all or a part of the
basin into a marina and mooring basin
for sailboats. Projected demand for
boat slips (1986 Biscayne Bay Aquatic
Preserve Management Plan) shows need
for an additional 1000 wet and dry
slips (beyond those now planned) by
the year 2000. South Biscayne Bay is
a desired location for new slips
making Virginia Key an attractive
location. It is, however,
recommended that the basin be kept
open (not converted to a marina or
mooring basin) and available for
marine competitive boating events and
water shows., The recent three year
decline in sailboat sales and
contrasting rise in South Florida
power boat ownership raises further
questions as to the viability or need
for major new sailboat mooring areas.
Additional concerns about A
Conversion of the basin to A marina
involve water quality and the present
inability of tides and currents to
adequately flush the Stadium racing
basin, an important factor in marina
design. Hurricane hazards further
reduce the attractiveness of the key
for expanded wet or dry boat Storage.
Alternatives exist in Biscayne Bay,
most notably Watson island, the Miami
River, and Dinner Key, for new and
expanded wet and dry slip storage,
but no such alternative existsfor
marine racing events and water shows.
To maintain the economic
viability of the stadium, the stage
(barge) should be expanded and
permanently moored in front of
stadium (to reduce major costs in
moving it). Programmed improvements
to the stadium seating area And
support facilities must be expedited.
If market analysis supports " 'it,
expanded bleacher seating should be
provided at the sides of the stadium
(on land or floating wings) to
attract events in the +10,000 seat
range that are now lost to other
facilities in the area. Parking) a
critical need for major events,
should be expanded through joint -use
agreements with the Seaquarium and
Planet Ocean, which would yield` a
potential 3000 total- spaces. To
better complement with amphitheaters
to be built at Metrozoo and Bayfront
Park, and in recognition of the
proposed facility next door at the
Seaq'uariva, it is recommended that a
private management/promotion service
be contracted to operate the stadium.
Stadium management should join with
the =Seaquarium to better .schedule
'
events and gain advantage of natural
-
••'. "''
promotion opportunities to package
.. r....
Stadium events and visits - to the
Seaquarium and Planet Ocean. This
.., =;'^-"'*"I .,
would further, reinforce the proposal
W!
for shared parking between the three
► i r-..•-�
'an
c'
facilities. A logical extension of
'�
.the joint promotion/shared parking
s''r. �, '.
arrangement would be the physical
'
linkage of the three facilities (4000
feet from Marine Stadium to the
ar.
Seaquarium) with an overhead tramway
or people mover (see Proposed Land
Use graphic) . Major event parking
T--70,000 attendance at races) or
A tramway Wanee of Marine sumo-. Planet ocean
same -day events on the island will
and the Seaquarium is needed.
require remote spillover parking that
could be accomodated on the former
dump site (see preceding discussion`
of Uncontrolled Land Fill Site.)
To enhance spectator viewing for
major racing events, it is
recommended": that shoreline.: viewing
g4."
areas southeast of the stadium and
dlopg `the. -opposite northern shoreline;`
b4" , improved through increased
landscaping, removal of exotic plants
t8raz11ian. Pepper, Casuarina) and
regular `"maintainance and trash
:removal. .The 'access` road that now
`
,,foliewa ;he -perimater, of ;the basin
e
from the`stadium`.to ,he'northwestarly
-rel'ooatad
pasin tersinua 'soouI4 be to
`plant
connect with the "treatment
r.-
access road" (see Land Use Plan
graphic), and rebuilt7 north of that
The northern shore of the basis is seeded fm_ speets
ot'
A-1
ke'
poiht,lWhis would remove the roads
shoreline conflict with the Rowing
Club and Planet Ocean, and allow for
buses and trams to bring spectators
to the basin's opposite shore for
major events.
2) COMMERCIAL MARINE SERVICES
Marine Stadium area provides for a
variety of commercial services that
enhance the pubiie's access to and
use of the waterfront. The
accompanying graphic, Marine Stadium
Development Concept* provides
achemat c recommen &Lions for the
future use and organization of this
vital area. These includes
A) Reorganization of the boat
storage area tot
a) condense this area by
converting the surface
storage of boats (Marine
Stadium Enterprises) to more
efficient rack storage.
b) utilize the easterly portion
of area now in surface boat
storage (adjacent to stadium
entrance drive) for parking
to serve Marine Stadium and
relocated food service (see
below).
c) relocate present restaurant
from the center of the
parking lot to the indented
shoreline west of Marine
Stadium (leasehold expan-
sion). Add floating docks
(that could be moved tot
racing events) for the
relocated restaurant. Added
parking adjacent to the
stadium will serve the
restaurant.
d) move boat ramp to westerly
edge of indented area.
e) provide direct vehicular
access from the stadium
entrance area to the
relocated boat ramp and
Rusty Pelican/Horatio&
restaurants.
f) move the Horatio-3/Rusty
Pelican entrance drive
easterly twenty five feet to
allow for landscaping and
reduced pedestrian conflicts
in front of Horatio's.
A note etneieat araeaieedea of the Mille wrvlee area Is seeded.
127-C
CiiARTER AND RELATED LAWS
Sec. 27-E. Anseesor to have rower of county
assessor; general assessment roll,
Nnte--The user's attention is directed to the editor's note to
{ 27-8 of this charter.
Sec. 27-P. Signing and endorsing general as.
setssment roll; return and presump-
tlon of validity.
Nate --The wei'a attention is directed to the editor's note to
127-i1 of this charter.
Sec. 27-0. Copy of nmesRnient roll nettle -sell
to warrant commanding collection.
Note —The user's attention is directed to the editor's note to
127-8 of this charter.
Sec. 27-11. Stale law as to taxes applies.
Note —Thin section has been substantially changed, by In.
ferencr, inasmuch an mmr. xment and collection or taxes in
now the exclusive reaponeihilily or Do& County. The uxer' s
attention is directed to the editor's note to 1 27.0 of this
charter.
(Sec. 27.1. iteserved.)
Sec. 27-J. Discounts if taxes paid before cer-
tairi Lime.
Note —The discount rates formerly set eat in this sect inn no
longer apply; for present rates, see Flit. Stale., 1 193.41. The
osrr'n attention is also directed to the editor's note to 127-D of
this charter.
Sec. 27-K. When taxes become delinquent; in.
terest rates on delinquent taxes.
Note —The uxer'n attention in directed to the editor's note to
127-D of this charter.
See. 27-L. Tax certificates; interest rate there-
on.
Note --The user's attention Is directed to the editor's note to
127-D or this charter.
Sec. 28. Chief procurement officer.
-(a) The city manager shall appoint a chief pro•
cerement officer who shall supervise all purchnses
for the city in the manner provided by ordinance
and who shall, under such procurement methods
as may be prescribed by ordinance, supervise sales
Supp. No. 29
$-1
1lubpt. A
of all real and personal property of the city not
needed for public use or that may have heenme
unsuitable for use. The chief procurement officer
shall have charge of such storerooms and ware.
houses of the city ne the commission may by ordi.
nance provide. Ilefore any purchase or sale, the
chief procurement oMcer shall require that all
prescribed procurement procedures be followed.
Supplies shall not be furnished to any department
unless there be to the credit of such department
an nvaiinhle appropriation balance in excess of
all unpaid obligntion nufficient to pay for such
supplies.
(b) No contract far furnishing supplies or ser-
vices for the city, except as otherwise provided in
this charter, shall be made for a period of more
than one year.
(c) The chief procurement officer shall see to it
that all persons seeking to do business with the
city not discriminate against any employee or
applicant for employment because of age, race,
creed, color, religion, sex, national origin, handi-
cap, or mnrital status; and that they take affir-
mative action to ensure that applicants are em-
ployed and that employeen are treated during em-
ployment without regard to their age, race, creed,
color, religion, sex, national origin, handicap, or
marital status.
(d) The chief procurement officer shall he re-
sponsible for developing such minority procure-
ment program as may be prescribed by ordinance
and permitted by law.
Sec. 20-A. Contractp for personal property,
public works or improvements, uni-
fied development projects, and real
property; safeguards.
(a) Personal properly. Any personal property,
including but not limited to supplies, equipment,
materials, and printed matter, may be obtained
by contract or through city labor and materials,
as provided by ordinance. All contracts for more
than four thousand five hundred dollars ($4,600.00)
ahall be awarded by the commission to the lowest
responsible bidder, after public notice and using
much competitive senled bidding methods as may
be prescribed by ordinance; provided, however,
4
11
gubpt. A
CHARTER
•
129-A
that if the amount of a bid or proposal submitted
by a vendor whose primary office is located in the
City of Miami is not more than ten (10) percent in
excess of the lowest other responsible bidder or
proposer, such local vendor may be awarded the
contract, but the city manager or designee shall
have the power to reject all bids and proposals.
Notwithstanding the foregoing, the city manager
may waive competitive sealed bidding methods
by making a written finding which shall contain
reasons supporting the conclusion that competi-
tive sealed bidding is not practicable or not ad.
vantageous to the city, which finding must be
ratified by an affirmative vote of two-thirds of the
commission after a properly advertised public hear-
ing. When competitive sealed bidding methods
are waived, other procurement methods as may
be prescribed by ordinance shall be followed. All
Invitations for bids, requests for proposals, or other
solicitations shall contain a reservation of the
foregoing right to reject all offers. All contracts
for personal property in excess of four thousand
five hundred dollars ($4,500.00) shall be signed
by the city manager or his designee after approval
thereof by the commission. This section shall not
apply to transfers to the United States or any
department or agency thereof, to the State of Flori-
da, or to any political subdivision or agency thereof.
(b) Public works or improvements. Any public
work or improvement may be executed either by
contract or by the city labor force, as may be
determined by the commission. There shall be a
separate accounting as to each work or improve-
ment. Before authorizing the execution by the
city labor force of any work or improvement or
phase thereof,, the city manager shall submit to
the commission a description of the anticipated
scope of work and related cost estimates. All con-
tracts for more than ten thousand dollars ($10,-
000.00), which shall include contracts under which
improvements valued in excess of $10,000 are to
be constructed for the city, shall be awarded to
the lowest responsible bidder after public notice
and using such competitive sealed bidding meth-
ods as may be prescribed by ordinance; provided,
however, that if the amount of a bid or proposal
submitted by a contractor whose primary office is
located in the City of Miami is not more than ten
(10) percent in excess of the lowest other respon-
Supp. No. 29
B-2
sible bidder or proposer, such local contractor may
be awarded the contract, but the city manager or
designee shalt have the power to reject all bids
and proposals. Notwithstanding the foregoing, the
city manager may waive competitive sealed bid.
ding methods by making a written finding that a
valid emergency exists or that there is only one
(1) reasonable source of supply, which finding must
be ratified by an affirmative vote of two-thirds of
the commission after a properly advertised public
hearing. When competitive sealed bidding meth-
ods are waived, other procurement methods as
may be prescribed by ordinance shall be followed.
All invitations for bids, requests for proposals, or
other solicitations shall contain a reservation of
the foregoing right to reject all offers. Contracts
for public works or improvements shall be signed
by the city manager or his designee after approval
thereof by the commission.
When it becomes necessary in the opinion of
the city manager to make alterations or modifica-
tions in a contract for any public work or im-
provement, such alterations or modifications shall
be made only when authorized by the commission
upon the written recommendation of the city man-
ager. No such alteration shall be valid unless the
price to be paid for the work or material, or both,
under the altered or modified contract shall have
been agreed upon in writing and signed by the
contractor and the city manager prior to such
authorization by the commission.
(c) Unified development projects. A unified de-
velopment project shall mean a project where ah
interest in real property is owned or is to be ac-
quired by the city, is to be used for the develop-
ment of improvements, and as to which the com-
mission determines that for the development of
said improvements it is most advantageous to the
city to procure from a private person, as defined
in the Code of the City of Miami, one or more of
the following integrated packages:
(1) planning and design, construction, and leas-
ing; or
(2) planning and design, leasing, and manage-
ment; or
(3) planning and drAign, construction, and mnn-
agement; or
9 1- 276
y?
Subpt. A CHARTER
199•A
that if the amount of a bid or proposal submitted
by a vendor whose primary office is located in the
City of Miami is not more than ten (10) percent in
excess of the lowest other responsible bidder or
proposer, such local vendor may be awarded the
contract, but the city manager or designee shall
have the power to reject all bids and proposals.
Notwithstanding the foregoing, the city manager
may waive competitive sealed bidding method's
by making a written finding which shall contain
reasons supporting the conclusion that competi-
tive sealed bidding is not practicable or not ad-
vantageous to the city, which finding must be
ratified by an affirmative vote of two-thirds of the
commission after a properly advertised public hear-
ing. When competitive sealed bidding methods
are waived, other procurement methods as may
be prescribed by ordinance shall be followed. All
invitations for bids, requests for proposals, or other
solicitations shall contain a reservation of the
foregoing right to reject all offers. All contracts
for personal property in excess of four thousand
five hundred dollars ($4,600.00) shall be signed
by the city manager or his designee after approval
thereof by the commission. This section shall not
apply to transfers to the United States or any
department or agency thereof, to the State of Flori-
da, or to any political subdivision or agency thereof.
(b) Public works or improvements. Any public
work or improvement may be executed either by
contract or by the city labor force, as may be
determined by the commission. There shall be a
separate accounting as to each work or improve-
ment. Before authorizing the execution by the
city labor force of any work or improvement or
phase thereof,, the city manager shall submit to
the commission a description of the anticipated
scope of work and related cost estimates. All con-
tracts for more than ten thousand dollars ($10,-
000.00), which shall include contracts under which
improvements valued in excess of $10,000 are to
be constructed for the city, shall be awarded to
the lowest responsible bidder after public notice
and using such competitive sealed bidding meth-
ods as may be prescribed by ordinance; provided,
however, that if the amount of a bid or proposal
submitted by a contractor whose primary office is
located in the City of Miami is not more than ten
(10) percent in excess of the lowest other respon-
$upp. No. 29
B-2
sible bidder or proposer, such local contractor may
be awarded the contract, but the city manager or
designee shall have the power to reject ail bids
and proposals. Notwithstanding the foregoing, the
city manager may waive competitive sealed bid.
ding methods by making a written finding that a
valid emergency exists or that there is only one
(1) reasonable source of supply, which finding must
be ratified by an affirmative vote of two-thirds of
the commission after a properly advertised public
hearing. When competitive seated bidding meth-
ods are waived, other procurement methods as
may be prescribed by ordinance shall be followed.
All invitations for bids, requests for proposals, or
other solicitations shall contain a reservation of
the foregoing right to reject all offers. Contracts
for public works or improvements shall be signed
by the city manager or his designee after approval
thereof by the commission.
When it becomes necessary in the opinion of
the city manager to make alterations or modifica-
tions in a contract for any public work or im-
provement, such alterations or modifications shall
be made only when authorized by the commission
upon the written recommendation of the city man-
ager. No such alteration shall be valid unless the
price to be paid for the work or material, or both,
under the altered or modified contract shall have
been agreed upon in writing and signed by the
contractor and the city manager prior to such
authorization by the commission.
(c) Unified development projects. A unified de-
velopment project shall mean a project where ah
interest in real property is owned or is to be ac.
quired by the city, is to be used for the develop.
ment of improvements, and as to which Lite com-
mission determines that for the development of
said improvements it is most advantageous to the
city to procure from a private person, as defined
in the Code of the City of Miami, one or more of
the following integrated packages:
(1) planning and design, construction, and leas.
ing; or
(2) planning and design, leasing, and manage.
ment; or
(0) planning and design, construction, and man.
agement; or
�12
129•A CItAR`rER AND RELATED D LAWS
Eubpt. A
(4) planning and design, construction, leasing,
and management.
so long as the person from whom Lite city pro-
cures one or the above -mentioned integrated pack-
ages provides all of the functions listed for that
package, such person need not provide each listed
function for the entire unified development project
nor for the same part of the unified development
project.
Requests for proposals for unified development
projects shall generally define the nature of the
uses the city is seeking for the unified develop-
ment project and the estimated allocations of land
for each use. They shall also state the following:
(1) the specific parcel of land contemplated to be
used or the geographic area the city desires
to develop pursuant to Elie unified develop-
ment project;
(2) the specific evnitintion criteria to be used by
the below -mentioned certified public account-
Ing firm;
(3) the specific evaluation criteria to be used by
the below -mentioned review committee;
(4) the extent of Lite city's proposed commitment
of funds, property, and services;
(6) the definitions of the terms "substantial in-
crease" and "material alteration" that will
apply to the project pursuant to subsection
(eX4) hereof; and
(6) a reservation of the right to reject all propos-
als and of the right of termination referred to
in subsection (04), below.
After public notice there shall he a public hear.
Ing at which the commission shall consider:
(1) the contents of the request for proposals for
the subject unified development project;
(2) the selection of a certified public accounting
firm, which shall include at least one mem.
her with previous experience In the type of
development in question; and
(3) the recommendations of the city manager for
Elie appointment of persons to serve on Lite
review committee. Said review committee shall
$upp. No. 29
consist of an appropriate number of city offi-
cials or employees and an equal number plus
one of members of the public, whose names
shall be submitted by Cite city manager no
fewer than five days prior to the above•
mentioned public hearing.
At the conclusion of the public henring the com.
mission shall authorize the issuance of a request
for propoWs, select a certified public accounting
firm, and appoint the members of the review com•
mittee only from among the persons recommended
by the city manager.
The procedure for the selection of an integrated
package proposals shall be as follows:
(I) all proposals shall be annlyzed by a certified
public accounting firm appointed by the com-
mission hnsed only on the evaluation criteria
.applicable to said certified public accounting
firm contained in the request for proposals.
Said certified public accounthig firm shnll
render a written report of Its findings to the
city manager.
(2) the review committee shall evahinte each pro•
posal based only on the evaluation criteria
applicable to said review committee contained
in Elie request for proposals. Snid review com-
mittee shall render a written report to the
city manager of its evaluation of ench pro•
posal, including any minority opinions.
(3) taking into consideration Cite findings of Cite
aforementioned certified public accounting firm
and Cite evnitiations of the aforementioned
review committee, the city mnnnger shall rec.
oinmend one or more of Elie proposals for ne.
ceptnnce by the commission, or alternatively,
the city manager may recommend that nil
proposals he rejected. If there are three or
more proliosnls and Lite city manager recom.
mends only one, or if Elie city manager rec-
ommends rejection of nil proposala, the city
manager shall state in writing the reasons
for such recommendation.
In transmitting his recommendation or rec-
ommendations to Elie commission, Elie city
manager shnil include the written reports,
including nny minority opinions, rendered to
B— 3 ��
Mot. A CHARTER
i s9•A
him by the aforementioned certified account.
ing firm and review committee.
(4) all contracts for unified development projects
shall be awarded to the person whose pro.
posal is most advantageous to the city, as
determined by the commission.
The commission may accept any recommenda�
tion of the city manager by an affirmative vote of
a majority of its members. In the event the com-
mission does not accept a proposal recommended
by the city manager or does not reject all propos.
als, the commission shall seek recommendations
directly from the aforementioned review commit-
tee, which shall make a recommendation or rec-
ommendations to the commission taking into ac.
count the report of the aforementioned certified
public accounting firm and Lite evaluation criteria
specified for Elie review committee in Cite request
for proposals.
After receiving Elie direct recommendations of
the review committee, the commission shall, by
an affirmative vote of a majority of its members:
(1) accept any recommendation of the review com.
mittee; or
(2) accept any previous recommendation of the
city manager; or
(3) reject all proposals.
All contracts for unified development projects
shall be signed by the city manager or designee
after approval thereof by Lite commission. The
city manager or designee shall be responsible for
developing a minority procurement program as
may be prescribed by ordinance and permitted by
law in conjunction with the award of contracts for
unified development projects. The provisions of
this charter section shall supersede any other char.
ter or code provision to the contrary.
(d) Sales and leases of real property, pmhibi-
tiom Except as otherwise provided in this charter
section, there shall be no sale, conveyance, or
disposition of any interest, including any lease-
hold, In real property owned by the city, the de-
partment of off-street parking, or the downtown
development authority, unless there has been prior
public notice and a prior opportunity given to the
Supp. No. 29
B-4
public to compete for said real property or inter-
est. Any such sale, conveyance, or disposition shall
be conditioned upon compliance with: the provi-
sions of this section; such procurement methods
as may be prescribed by ordinance; and any re-
strictions that may be imposed by the city, the
department of off-street parking, or the downtown
development authority, as appropriate. Further,
no right, title, or interest shall vest in the trans-
feree of such property unless the sale, conveyance,
or disposition is made to the highest responsible
bidder, as is determined by the city commission,
or the off-street parking board, or the downtown
development authority board of directors. The city
commission or the off-street parking board or the
downtown development authority board of direc-
tors, as appropriate, may by resolution waive the
requirement of stile, conveyance, or disposition to
the highest responsible bidder by means of Lite
following procedure: the city manager, the direc.
for of the off-street parking authority, or the di-
rector of the downtown development authority, as
appropriate, must make a written finding i hat a
valid emergency exists, which finding must be
ratified by an affirmative vote of two-thirds of the
commission after a properly advertised public hear.
ing. When the requirement of sale, conveyance,
or disposition to the highest responsible bidder is
waived, other procurement methods ar. may be
prescribed by ordinance shall be followed. The
city or the department of off-street parking or the
downtown development authority shall have the
power to reject all offers. All invitations for bids,
requests for propomnis, or other solicitations shall
contain a reservation of the foregoing right to
reject all offers. This section shall not apply to
transfers to the United States or any department
or agency thereof, to the State of Florida, or to
any political subdivision or agency thereof.
(e) Safeguards.
(1) All persons contracting with the city under
this section shall be required to certify their
compliance with the antitrust laws of the
United States and of the State of Florida and
to hold harmless, defend, and indemnify the
city for any noncompliance by said persons
with the above laws.
M
94 -- ;W76
120-A CHARTER AND RIMATED LAWS
Subpl. A
(2) All persons contracting with the city tinder
this section shall be obligated to pay which.
ever is the greater of the following: (1) all
applicable ad valorem taxes that are lawfully
assessed against Lite property involved or (ii)
an amount to he paid to the city equal to
what the ad valorem taxes would be if Lite
property were privately owned and used for a
profit -making purpose. Such taxes shall not
be credited against any revenues accruing to
the city under any contract that may be
awarded under this section.
(3) Any proposal by a potential bidder or con•
tractor that contemplates more than the es.
timated extent of Lite city's proposed commit-
ment of funds, property, or services shall be
Ineligible for acceptance by the city commission.
(4) Any substantial increase in the city's com-
mitment of funds, property, or services, or
any material alteration of any contract awarded
tinder subsection (c) of this section shall enti-
tle the city commission to terminate Lite con.
tract after a public hearing. Prior to such
public hearing, Lite commission shall seek and
obtain a report from the city manager and
from the review committee that evaluated
the proposals for the project, concerning the
advisability of exercising that right. (Char.
Amend. No. 3, 11.6.79; Ord. No. 9507, 1 1,
10-28.82; Char. Amend. No. 1,11-2.82; Char.
Amend. No. 1, 114.86; Char. Amend. No. 3,'
11-3-87)
Editor's note —Ord. No. 9489, adopted by the commission
on Sept. 17. 1982, set forth Charter Amendment No. 1 for
approval/rejection at election on Nov. 2, 1982. On Oct. 28,
1982. Ord. No. 9607 amended the language of subsections (a)
and (c) of 163 as proposed by Ord. No. 9489. The election was
to approve the language of Charter Amendment No.1, as anu nwled
by Ord. No. 9507. Subsequently. in light of Charter Amend. 1
ment No. 2 of Nov. 3, 1987. the city attorney directed the
codiller to delete paragraph (11) of subsection (d) as superseded
by 129•0.
Annotations —For case decided prior to enactment by Char.
ter Amendment No. 3 of 1979 of a competitive•hidding re•
quirement for dispnsitlon of city property, see Mahoney v.
Givens, 64 Fin. 2d 926. Said can held that competitive bidding
Is not rMuired to lease city real estato.
Material variance between plane hid upon and plans sub•
milted and adopted renders contract void. Giatateln v. City of
Miami, 399 So. 2d 1006,
Supp. No. 29
See, 29.13. City -owned property sale or lease —
Generally.
Notwithstanding any provision to the contrary
contained in this Charter or the City Code, except
for the conveyance or disposition of city -owned
property implementing city -assisted housing pro•
grams or projects which are intended to benefit
persons or households with low and/or moderate
Income by providing housing for such persons or
households, such on, but not limited to, those funded
programs or projects undertaken, pursuant to the
Federal Housing Act of 1937 and the Florida hous-
ing Act of 1972, as those statutes may be amended
or revised from time to time, implementing city.
assisted housing programs as may be authorised
by federal or state law, implementing prnjecta
authorised under the Florida Community Rede.
velopment Act of 1969, and implementing pro-
jects of any governmental agency or instrumen.
tality, the city commission is hereby prohibited
from favorably considering any sale or lease of
property owned by Lite city unless there in a re-
turn to the city of fair market value under such
proposed sale or lease. The city commission is
also hereby prohibited from favorably consider.
ing any sale or lease of city -owned property un-
less (a) there shall have been, prior to the date of
Lite city commission's consideration of such sale
or lease, an advertisement soliciting proposals for
said sale or lease published in a daily newspaper
of general paid circulation in the city, allowing
not less than ninety (90) days for the city's receipt
of proposals from prospective purchasers or les-
sees, said advertisement to be no less than one-
fourth (S/i) page and the headline in the adver.
tisement to be in a type no smaller than 18-point
and, (b) there shall have been at least three (3)
written proposals received from prospective pur-
chasers or lessees; however, if there are less than
three (3) such proposals received and if the guar-
anteed return under the proposal whose accep-
tance is being considered is equal to fair market
value the city commission determines that the
contemplated sale or lease will be in Cite city's
beat interest then, subject to the approval of a
majority of Lite votes cast by the electorate at a
referendum, Lite sale or lease may be consummat-
ed. As it farther exception to the above require-
ments and any other requirement for competitive
B-s '50
91 - 276
Buhpt. A CHARTER
130
bidding procedures to be used in the disposition of
city -owned property or any interest therein, the
city commission is authorized to waive all such
disposition requirements where the intended use
of such property or interest therein is in further.
ance of the objective of providing rental or sales
housing within the economic affordability range
of low and/or moderate income families and/or
Individuals. In determining low and/or moderate
income households as set forth above, the criteria
shall be those provided for by federal and/or state
law or by the city commission. (Char. Amend. No.
2, 11.3.87)
See. 29-C. Same —Watson Island.
Notwithstanding any provision to the contrary
contained in the Charter or Code of the City of
Miami, no sale, conveyance lease, management
agreement, revocable use permit, or license agree-
ment may be entered into for the management,
occupancy -or use of the area known as Watson
Island unless (1) there shall have been, prior to
the date of the city commission's consideration of
such sale, lease, management agreement, revo.
cable permit or license agreement, an advertise•
ment soliciting proposals for said sale, lease, man-
agement agreement, revocable permit, or license
agreement published in a daily newspaper of gen.
eral paid circulation in the city, allowing not less
than ninety (90) days for the city's receipt of pro.
posals from prospective purchasers or lessees, said
advertisement to be no less than one-fourth page
and the headline in the advertisement to be In a
type no smaller than 18-point; and, (2) the pro.
posed transaction be approved by a majority of
the votes cast by the electorate at a referendum
to be held at the next regularly scheduled general
election. The procedures for selection of proposals
shall be those provided by Charter section 29A(c)
or (d) as appropriate and/or by applicable City
Code provisions. Nothing herein shall effect the
existing rights or privileges, if any, of any lessee,
permittee, licensee or concessionaire curredtly sit,
uated in said area; however, any enlargement,
amendment, transfer, or increase in those rights
or privileges as may be in existence at the time
this amendment is adopted shall require compli.
ance with the provisions of this amendment. This
Charter Amendment shall not affect the city's
Supp. No. 29
B-6
use or occupancy of the area, nor shall it apply to
contracts for titre construction of any City facilities
or Improvements in the area; further, nothing
contained herein shall apply to projects of any
governmental agency or instrumentality. (Char.
Amend. No, i,11.8-1I7)
Sea. 30. Locnt improvements.
(a) Deristilinmv divisions into classes. In this
section the following words and phrases shall have
the following meanings, unless some other meen•
ing is plainly intended:
The main divisions of this section are some.
times herein termed paragraphs, and the divisions
of paragraphs are sometimes herein termed
subparagraphs.
A local improvement is an improvement defined
by this section and made under the provisions
thereof.
The word commission shall he deemed to refer
to the city commission of the City of Miami.
A highway is a public way such as a street,
boulevard, avenue, lane, alley, parkway, court,
terrace, or place.
A sidewalk is a path for pedestrians along a
highway,
A storm sewer is a conduit above or below ground
for the passage of storm water, including a pump-
ing station and outlet where deemed necessary; it
may also include the building of culverts over
streams or enclosing of streams where necessary
or advisable to carry off storm water.
A sanitary sewer is an underground .conduit for
Lite passage of sewage and mny include a pump•
ing station and outlet where necessary.
5
1 0.92.7
MIAMI CODE
rights. In the event of such cancellation or rejec-
tion, the chief procurement officer shall promptly
notify all affected bidders or offerors and make
available to them a copy of the written explana•
tion for such cancellation or rejection, which shall
be a public record. (Ord. No. 9672, 6 1, 2.10.83)
See. 18-52.8. Sole -source contracts.
(a) Conditions for use. Since it is not practica.
ble for the city to use competitive bidding meth.
ods to secure goods or services if there is any one
(1) reasonable source of supply, sole -source awards
may be made 'as an exception to the other meth.
ods prescribed in this section under the following
circumstances:
(1) Where the compatibility of equipment, acces-
sories, or replacement parts permits one (1)
reasonable source of supply;
(2) Where the goods or services available from a
single source are needed for trial use or test-
ing; and
(3) Where the unique and specialized expertise
of one (1) source of services is unlikely to be
obtained from any other source.
(b) Determination and approval: -The determi-
nation that an award shall be made on a sole -
source basis shall be.made by the chief procure-
ment officer to the city manager. Such determination
shall be made in writing and provide complete
justification as to why no other sources of goods
or services could be obtained to meet the city's
requirements. The determination shall also cer-
tify that the terms and conditions of the award
have been negotiated so as to obtain the most
favorable terms and conditions, including price,
as may be offered to other customers or clients by
the proposed contractor. The city manager may
waive competitive bidding after he makes a writ.
ten finding, supported by reasons, that only one
(1) reasonable source of supply exists. Such find•
ing must be ratified by an affirmative two-thirds
M vote of the city commission after a properly
advertised public hearing.
(e) Public notice and disclosure. Notice that the
city intends to award a sole -source contract shall
be published at least once in a newspaper of gen.
eral circulation in the city prior to contract award,
Supp. Na 10
1 18.67.9
but in any event at least fifteen (15) calendar
days shall intervene between the last date of pub•
lication and the date of award. Such notices shall
state the intention to award a sole -source con.
tract, the nature of goods or services to be ac-
quired, the name of the proposed contractor, and
the name and telephone number of a cognizant
city official who may be contacted by other poten.
tial sources who feel they might he able to satisfy
the city's requirements. A record of such notices
and responses thereto shall be maintained in the
contract file along with the written determina-
tion required above, and a compilation of ail sole
source awards shall be submitted by the city man•
ager to the city commission on a quarterly basis
to include:
(1) The name of the sole -source contractor;
(2) The nature of the goods or services procured;
(3) The reasons no other source could sntisfy city
requirements;
(4) The amount and type of contract; and
(5) The identification number for each contract
file. (Ord. No. 9572, ii 1, 2-1Q-83)
Sec. 18.52.9. Unified development projects.
(a) DeTnitions. For the purposes of this article
IV, the following terms shall have the following
meanings:
United deuelopment project shall mean a proj-
ect in which an interest in real property is owned
or is to be acquired by the city, which is to be used
for the development of improvements, and as to
which the city commission determines that for
the development of said improvements it is most
advantageous to the city that the city procure
from a private person, as defined in the Code of
the city, one (1) or more of the following inte.
grated packages:
(1) Planning and design, construction, and leas-
ing; or
(2) Planning and design, leasing, and manage.
ment; or
(3) Planning and design, construction, and man-
agement; or
1 16.62.9 FINANCE
1 18.62.g
(4) Planning and design, construction, leasing
and management.
(b) Conditions for use. A unified development
project shall be used In those circumstances in
which the city commission by resolution deter-
mines that for the development of improvements
it is most advantageous to the city that the city
procure an integrated entity as defined In section
18.52.9(a). So long as the person from which the
city procures one (1) of the above -mentioned inte-
grated packages provides all of the functions listed
for that package, such person need not provide
each listed function for the entire unified devel-
opment project nor for the same part of the uni-
fied development project.
(c) Requests for proposals. A request for pro-
posals shall be issued which generally defines the
nature of the project, the uses the city is seeking
for the project, and the estimated allocations of
land for each use. The request for proposals shall
also include the following:
(1) Instructions and information to offerors con-
cerning the proposal submission require-
ments, including the time and date set for
receipt of proposals, the address of the of -
rice to which proposals are to be delivered,
the maximum time for proposal acceptance
by the city, and any other special information;
(2) The specific parcel of land contemplated to
be used or -the geographic area the city
desires to develop;
(3) The specific criteria which shall be used to
evaluate competing proposals by the below -
mentioned certified public accounting firm;
(4) The specific evaluation criteria which shall
be used to evaluate competing proposals by
the below -mentioned review committee;
(6
A statement that written and oral discus-
sions may be conducted with offerors who
submit proposals determined to be reason-
ably susceptible of being selected for award,
but that proposals may be accepted as sub-
mitted without such discussions;
(6) A statement of when and how financial
considerations and return to the city should
be submitted;
Supp. No. 10
B-8
(7) The contract term and conditions, includ-
ing warranty and bonding or other secu.
rity requirements as may be fixed and
applicable;
(8) The extent of the city's proposed commit-
ment of funds, property, and services;
(9) The definition of the terms "substantial
increase" and "material alteration" that
will apply to the project in accordance with
section MOM of the Charter of the city;
(10) A reservation of the right to reject all pro-
posnls and of the right of termination re-
ferred to in section 53(eXiv) of the Charter
of the city;
(11) The date, time and place at which any
preproposal conferences may be held and
whether attendance at such conferences is
a condition for offering proposals; and
(12) The place where any documents incorpo-
rated by reference may be obtained.
Before issuing a request for proposals, there shall
be a public hearing, after public notice, at which
the commission shall consider:
(1) The contents of the request for proposals for
the subject unified development project;
(2) The selection of a certified public accounting
firm, which shall include at least one (1) mem-
ber with previous experience in the type of
development in question; and
(3) The recommendations of the city manager
for the appointment of persons to serve on
the review committee. Said review commit-
tee shall consist of an appropriate number of
city officials or employees and an equal num-
ber plus one (1) of members of the public,
whose names shall be submitted by the city
manager no fewer than five (5) days prior to
the above -mentioned public hearing.
At the conclusion of the public hearing, the com-
mission shall authorize the issuance of a request
for proposals, select a certified public accounting
firm, and appoint the members of the review com-
mittee only from among the persons recommended
by the city manager.
91- 27 Y
! 18.62.f1 MIAMI COD
1 18.62.0
(d) Developer lists. Developer lists may he corn•
piled to provide the city with the names of devel.
opers who may be interested in competing for
various types of city projects. Unless otherwise
provided, inclusion or exclusion of the name of a
developer does not indicate whether that devel.
oper is responsible with respect to a particular
procurement or otherwise capable of successfully
performing a particular city project.
(e) Public notice- Notice inviting proposals shall
be published at least once in a newspaper of gen-
eral circulation in the city to provide a reason-
able time for proposal preparation considering the
content and complexity of the anticipated scope of
work. In any event, at least fifteen (15) days shall
intervene between the last date of publication
and the final date for submitting proposals. Stich
notices shall state the general description of the
scope of work, the place where a copy of the re-
quest for proposals may be obtained, and the time
and place for receipt of proposals. The city man-
ager may, -in addition, solicit proposals from all
responsible prospective developers listed on a cur-
rent developers list by sending them copies of the
public notice to acquaint them with the proposed
procurement.
(I) Preproposal conferences. Preproposal confer-
ences may be conducted to explain the require-
ments of the proposed procurement. They shall be
announced to all prospective developers known to
have received a request for proposals. The confer.
ence should be held long enough after the request
for proposals has been issued to allow developers
to become familiar with it but sufficiently before
proposal submission to allow consideration of the
conference results in preparing proposals. Noth.
ing stated at the preproposal conference shall change
the request for proposals unless a change is made
by written amendment. A summary of the con-
ference shall be supplied to all those prospective
developers known to have received a request for
proposals. If a transcript is made, it shall be a
public record.
(g) Receipt of proposals Proposals shall be opened
publicly in the presence of two (2) or more city
officials. After the closing date for receipt of pro-
posals, a register of proposals shall be prepared
by the city manager which shall include, but not
$upp. No.10
be limited to, the name of each offeror and n
summary description sufficient to identify the proj.
ect. The register of proposals shall be open to
public inspection.
(h) Minority participation. The city's minority
procurement program shall be referred to in the
requests for proposals and shall apply to the award.
ing of contracts for unified development projects.
(I) Evaluation of proposals. The procedure for
the selection of an integrated package proposal
shall be as follows:
(1) Ali proposals shall be analyzed by a certified
public accounting firm appointed by the com-
mission based only on the evaluation criteria
applicable to said certified public accounting
firm contained in the request for proposals.
Said certified public accounting firm shall
render a written report of its findings to the
city manager.
(2) The review committee shall evaluate each
proposal based only on the evaluation criteria
applicable to said review committee contained
in the request for proposals. Said review com-
mittee shall render a written report to the
city manager of its evaluation of each propo-
sal, including any minority opinions.
(3) Taking into consideration the findings of the
aforementioned certified public accounting firm,
the evaluations of the aforementioned review
committee, and the degree of minority partic-
ipation in city contracts, the city manager
shall recommend one (1) or more of the pro-
posals for acceptance by the commission, or
alternatively, the city manager may recom-
mend that all proposals be rejected. If there
are three (3) or more proposals and the city
manager recommends only one (1), or if he
recommends rejection of all proposals, the city
manager shall state in writing the reasons
for his recommendation. In transmitting his
recommendation or recommendations to the
commission, the city manager shall include
the *ritten reports, including any minority
opinions, rendered to him by the aforemen
tioned certified accounting firm and review
committee.
B-9
sy
�I •
le-117.0 FINANCE fig -do
Q) Award All contracts for unified development based on various performance factors and ea•
projects shall be awarded to the person whose calation clauses or other economic adjustments
proposal is most advantageous to the city, as do- may be included as appropriate to serve the
termined by the commission.
best interests of the city In achieving the
The commission may accept any recommenda-
most economical contract performance,
Lion of the city manager by an affirmative vote of a
(2). Coat -reimbursement contracts. Coat-reim-
majority of its members. In the event the com-
bursement contracts shall ordinarily be used
mission does not accept a proposal recommended
for those purchases of goods and services or
by the city manager or does not reject all propos.
sales and leases where the terms, conditions,
als, the commission shall seek recommendations
specifications and other factors of the contract
directly from the aforementioned review commit-
cannot be specified with a high degree of cer.
tee, which shall make a recommendation or rec-
tainty or the use of fixed -price contracts is
otnmendations to the commission taking into ac-
not likely to result in substantial competi.
count the report of the aforementioned certified
tion between bidders or offerors willing to
public accounting firm and the evaluation criteria
compote for the contract. Incentives based on
specified for the review committee in the request
various performance factors and escalation
for proposals.
clauses or other economic adjustments may
After receiving the direct recommendations of
be included as appropriate to serve the beat
the review committee, the commission shall, by
interests of the city in achieving the most
economical contract performance.
an affirmative vote of a majority of its members:
(1) Accept any recommendation of the review com-
(3) Blanket orders. The chief procurement officer
mittee; or
or individual purchasing agents may issue
purchase orders for indeterminate amounts
(2) Accept any previous recommendation of the
of repair parts, supplies and services to the
city manager; or
account of any department or office, but only
(3) Reject all proposals.
when based upon a definite contract or price
All contracts for unified development projects
agreement which shall be negotiated in the
same manner as if the item to be purchased
shall be signed by the city manager or his desig-
thereunder were to be individually purchased
nee after approval thereof as to form and correct-
or contracted for under the provisions of arti-
new by the city attorney and approval by the city
Iles IV and V of this Code. Such orders shall
commission. (Ord. No. 8572, 11, 2-10-83)
state a specific monetary limit which may
City code cross referenceMinority participation in uni•
tied development contracts, 18.73.
not be exceeded except on written approval
by the chief procurement officer.
Sec. 18-53. Types of contracts.
(4) Multiyear contracts.
(a) Subject to the limitations of this section,
(i) Unless otherwise provided by law, a con.
any type of contract which will promote the best
tract for supplies or services, sales, or
interests of the city may be used, except that the
leases may be entered into for any period
use of a cost-plus contract is prohibited.
of time deemed to be in the best interests
(1) Fired price contracts Fixed -price contracts shall
of the city, provided that the term of the
ordinarily be used for those purchases of goods
contract and conditions for renewal or
and services or sales and leases where the
extension, if any, are included in the In -
terms, conditions, specifications and other fac-
vitation for bids or request for proposals,
tors of the contract can he specified with a
and provided that funds are available for
high degree of certainty and where use of a
the first fiscal period at the time of con -
fixed -price contract will result in substantial
tract award. Payment and performance
competition between bidders or offerors will-
obligations for succeeding fiscal periods
ing to compete for the contract. Incentives
shall be subject to the availability and
_
Supp. No.10
B-10
91-
515
f
t
DECLARATION, PROFESSIONAL INFORMA`fION, AND
FINANCIAL DISCLOSURE FORMS
A proposal for the Unified Development that includes planning and
design, construction, leasing, and management of the property
shall not be considered unless all the information requested in
the attached forms is provided by the proposer. Statements must
be complete and accurate. Omissions, inaccuracy or misstatement
shall be cause for rejection of a proposal.
Statements and answers relating to each question on the attached
forms may be answered on the page on which the question is found
or by -attaching 8-1/2"x11" supplemental sheets. Photographs or
other illustrative materials should be placed in an envelope or
bound into the proposal and identified by the proposer"s name and
address and the name of the form to which the supplemental
material is applicable. Board -mounted illustrative drawings, not
to exceed 3011 x 40,11 shall be identified by the proposer's name
and address.
By submission of a proposal, the proposer acknowledges and agrees
that the City of Miami has the right to make any inquiry or
investigation it deems appropriate to substantiate or supplement
information contained within the proposal submission and
authorizes the release to the City of any and all information
sought in such inquiry or investigation.
If an independent architectural/engineering firm providing
professional consulting services, general contractor or
construction manager, and/or operational manager is to be
involved, then the applicable forms must be completed for each
such entity.
J
DECLAEATION
Cesar H. Odio
City Manager
City of Miami, Florida Submitted , '1990
The undersigned, as proposer, declares that the only persons
interested in this proposal are named herein, that no other person
has any interest in this proposal or in the agreement of lease to
which the proposal pertains, that this proposal is made without
connection nor arrangement with any other person and that this
proposal is in every respect fair, in good faith, and without
collusion or fraud.
The proposer further declares that he has complied in every respect
with all of the instructions to proposers, that he has read all
addenda, if any, and that he has satisfied himself fully with regard
to all matters and conditions with respect to the lease to which the
proposal pertains.
The proposer agrees, if this proposal is accepted, to execute an
appropriate lease agreement for the purpose of establishing a formal
contractual relationship between the proposer and the City of Miami,
Florida, for the performance of all requirements to which this
proposal pertains.
The proposer states that this proposal is
based upon the
proposal
documents and addenda, if any.
Name
of Firm, Individual, or
Corporation
Signature
Signature
(Title)
Title
'II-1
a
i
t
-��� �E a s5 � � iii { 4 � •�:LL�.rrpy -'�' � a xt. � .� ; t �. #
7 � " L ; � s.,�l
IR
ORGANIZATIONAL STRUCTURE
PROPOSER
Name:
Address for purposes of notice or other communication relating to
the proposal:
{
i-
PAR" Eg:3HJP STATEN ENT
t
i
i
_ Ir proposer is a partnership, answer the following:
16 bate of organization
2. General Partnership ( )
Limited Partnership ( )
Statement of Partnership recorded Yes ( ) No ( )
Date Book Page County State
4. Has the partnership done business in the State of Florida?
Yes ( ) No ( ) When? --
-- _
Where?
5. Name, address, and partnership share of each general and limited
partner. (If partnership is a corporation complete the following
page for corporation.)
General/
Limited - Name Address Share
i
k;
-6. -. Attach as complete copy of the Partnership Agreement.
t
�. II-4
F G
t*'
n
� k
0-
Pt
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PROP R"S_` NANCIAL DATA
Proposer, owner -corporations of proposer, and any person or business
entity guaranteeing the performance of the proposer shall attach
complete. financial statement prepared in accordance with standard
accounting principles, reflecting current financial condition. The
financial report shall include a balance sheet and annual income
statement. The person or entity covered by the statement must be
prepared to substantiate all information shown.
Indicate which entities or persons shall be responsible for financing
this project and demonstrate their track record for obtaining
financing of projects of similar magnitude and scope6
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PROPOSER'S _ EXPERIENCE
Describe in detail the duration and extent of your business experience
with restaurant facilities, marine -related facilities and other
commercial development. Also, state in detail the names and pertinent
experience of the persons who will be directly involved in development
of this project and operational management of the facilities. List
the names and locations of currently owned or managed facilities and
your percentage ownership, and any such facilities currently managed
by you
In addition, please include photographs or other illustrative material
depicting projects that will demonstrate your ability to complete a
quality development. The name and address should be given for each
project identified as well as persons familiar with the development
who will respond to inquiries from the City. You should also identify
your specific role in each project.
63
II-7
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Surety_informati_on
Has any surety or
your default?
If yes, attach a
amount of bond,
performance.
bonding company ever been required to 'perform upon
i
Yes ) No ( )
statement
and the
Bankruptcy Information
naming the surety or bonding company, date,
circumstances surrounding said default and
Have you ever been declared bankrupt? Yes ( ) No ( )
If yes, state date,
amount of assets.
PendingLitigation
Provide attached sheets
litigation, liens, or
proposal.
court jurisdiction, amount of liabilities, and
detailing information regarding pending
Maims involving any participant in the
List three banks or mortgage companies with
whom you have conducted
buginOSS transactions during the past three
years. At -least two or
the references named are to have knowledge of your debt payment
'history.
Reference No.. 1
Name -
Firm:
Title:
Address:
Telephone:
Description of business transactions. If
loan, give date, amount, J
type, repayment history and other comments.
Reference No. 2
Name:
Firm:
Title:
'Address:
1elephone:
"De'scription:, of business transactions. If
loan, give date, amount,
�..type, repayment history and other comments.
11-9
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gg P MPROJECT-REFERENCES
p Ery►REppERENCE
List three persons or firms with whom you have Completed projects
during the past three years.
Reference No. 1
Name:
Title
Address:
Telephone
Nature and magnitude of business association:
'S PaOa !ZT--ft EF ERENCES
caN?�
—
New ace No. _
t
- Name.,
Firm:
_ Address:
Telephone: _
Nature and magnitude or business association:
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If more than one firm is to be involved in providing
professional consulting servioes, then a separate form shall
be completed for each firm. professional consultants shall
be licensed to practice in the State of Florida.
Names, address and telephone number of professional consulting
firm:
Name
Street Address
Mailing Address
City, State, Zip Code
Telephone Number
Professional discipline (i.e. architecture, landscape architecture,
engineering, etc.) and State of Florida professional registration
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E"SR.IENCE 0FPRoegsER'S_PROFESSIONAL CONSULTANTS
Nam: If more then one firm is to be involved in providing
professional consulting services then a separate form shall
be completed for each firm.
Describe in detail the extent of your experience with special
emphasis upon A&g experience related to restaurant and marine -
related facilities development of similar magnitude and scope as
the proposed Virginia Key Basin Project. c Also, state in detail
the names and pertinent experience of the principals who will be
directly involved in the project.
In addition, please include photographs or other illustrative
material depicting projects that will demonstrate your
qualifications to design a quality development for the project.
The name and address should be given for each project identified
as well as for persons familiar with the development who could
respond to inquiries from the City. You should also identify your
specific role in each project.
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N�_pgNENCES OF__ ftOPOSER'3 ff ESSiONAL, CONSULTANTS
NHOM It more than one firer is to be involved in providing
professional consulting services then a separate form shall
be aompletdd for each firm.
List two persons or firms for whom you have completed projects
during the past three years.
Reference No.-.J.
Name:
Firm:
Title:
Address:
Telephone:
Nature and magnitude of business association:
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Reference No. 2'
Name:
Firm:
A -
Title:
:,Address:
Telephone:
#y.
Nature: and magnitude of business association:
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PR0P0$RR'8 GNN8RAL__C007RACT0R OR CONSTRUCTION MANAGER
Name, address and telephone number of general contractor or
construction manager:
- ame
Street Address
Mailing Address
City, State, Zip Code
Telephone Number
General Contractor License
No.:
Specify:
State
x
of Florida County
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,73
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'S GENERAL CO
T
Describe in detail the duration and extent of your experience with
special emphasis upon experience related to restaurant and marine -
related commercial facilities developments or similar magnitude
and scope as the proposed Virginia Key Basin Project._ Also,
state in detail the names and pertinent experience or the
principals who will be directly involved in the project.
In addition, please also include photographs or other illustrative
material depicting projects that will demonstrate your
qualifications to construct a quality development for the -Virginia,
Key'!Basin Project.. The name and address should be given for
each project identified as well as for persons familiar with the
development who could respond to inquiries from the City. You
should also identify your specific role in each project.
X
PRIOPOSSR'S GENERAL OONTRACTOR Q.k _ C INSTRUCTION MANAGER _QUEDTIONNAIRE
Surety -Information
Has ahy surety or bonding company ever been required to perform
upon your default? Yes ( ) No ( )
If yes, attach a statement naming the surety or bonding company,
date amount of bond, and the circumstances surrpunding said
default and performance.
Bankruptcy Information
Have you ever been declared bankrupt? Yes ( ) No ( )
If yes, state date, court jurisdiction, amount of liabilities, and
amount of assets.
Pending Litigation
Provide attached sheets detailing information regarding pending
litigation, liens, or claims involving any participant in the
submission.
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REFS ENCRS OF'_pftOPOSER'S GENERAL.
CONTRACTOR ON CONSTNUCTION
i
MANAGER
List two persons or firms with
whom you have completed projects
during the past three years.
j
Reference . No
Nate: _
Firm. -
Title:
Address:
Telephone:
Nature and magnitude of business
association:
— Reference No. 2
Name:
Firm:
Title. ,
Address:
r
Telephone:
Nature and magnitude of business
association::
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NOTE: If more than one firm is to be involved in providing
_�_....._ operational management services (i.e. one firm operating/
managing the proposed restaurant and another firm
operating/managing other types of uses proposed), then a
separate form shall be completed for each firm.
Name:
Street
Address:
Mailing
Address:
Telephone: ( )
Names of principals and their titles who will be chiefly
responsible for operational management -of the proposed project.
Name
Name
Name
Title
Title
Title
Names, addresses, and telephone number of other management
contractors 'who will have a major role in the operational
management of the project.
Name of Firm
Name of Firm
Street Address
Mailing Address Zip Code
Telephone Number<
i;
Name of Principal
Contact #�3,
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EXPERIENCE STATEMENT OF PROPOSER'S OPERATIONAL MANAGER
NOTE: if more than one firm is to be involved in providing
operational management ' services (i.e6 one firm
operating/managing the proposed restaurant and another firm
operating/managing other types of uses proposed), then a
separate form shall be completed for each firm.
Describe in detail the duration and extent of your operational
— management experience with particular emphasis upon restaurant
experience and/or commercial marine -related facilities. Also,
state in detail the names and pertinent. experience of the
principals who will be directly involved in operating and managing
the restaurant and/or other types of uses proposed.
in addition, please include photographs or other illustrative
material depicting projects that will demonstrate your
qualifications to operate and manage a restaurant and other types
of uses proposed at the Virginia Key Basin Project..,"' The name
and address should be given for each project identified as well as
for persons familiar with similar facilities managed who could
respond to inquiries from the City. You should also identify your
specific role.
1
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PROF O$ER "S OPERATIONAL MANAGER _ QUESTIONNAIRE
i
NOTE: If more than one firm is to be involved in providing
operational management services U.e, one. firer
operating/managing the proposed restaurant and another
firm operating/managing other types of uses proposed),
then a separate form shall be completed for each firm. j
Surety Information
Has any surety or bonding company ever been required to perform
upon your default? Yes ( ) No ( )
If yes, attach a statement naming the surety or bonding company,
date amount of bond, and the circumstances surrounding said
default and performance.
Bankruptcy Information
Have you ever been declared bankrupt? • Yes ( ) No ( )
If yes, state date, court jurisdiction, amount of liabilities,
and amount of assets.
Pending Litigation
Provide on attached sheets detailed information regarding pending
litigation liens, or claims involving any participant in the
proposal.
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REFERENCES -OF PROpQSER'S OPERATIONAL MANAGER
NOTE: if more than one firm is to be involved in providing
operational management services (i.e6 one firm
operating/managing the proposed restaurant and another
firm operating/managing other types of uses proposed))
then a separate form shall be completed for each firm.
List two persons or firms with whom you have managed projects.
during the past three years.
Reference .No. 1
Name:
Firm:
Title:
Address:
Telephone:
Nature and magnitude of business association:
�f
Reference No. 2
Name:
,J
Firm;
Y"
Title:
4
Address:
Telephone: ( )
Nature and magnitude of
business association:
11-24
2370
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J-81-S68
6/22/87
RESOLUTION No. 8 r `71G)0'
A RESOLUTION APPROVING, IN PRINCIPLE. THE
VIRGINIA KEY MASTER PLAN (MAY 1987), AS
REFLECTED IN THE ATTACHED COPY THEREOF+ FOR
VIRGINIA KEY, AN ISLAND IN BISCAYNE BAY ON
THE RICKENBACKER CAUSEWAY, WHICH PLAN
CONTAINS RECOMMENDATIONS FOR DEVELOPMENT,
INCLUDING ENVIRONMENTAL, NATURAL, OPEN SPACE
AND PARK AREAS, BEACH IMPROVEMENTS, PARKING
FACILITIES, RIGHTS -OF -WAY, BEAUTIFICATION,
$PECIAL FEATURES, SPECIAL ACTIVITIES AND
EVENTS, AND WATERFRONT IMPROVEMENT= AND WHICH
PLAN IS IN CONFORMITY WITH THE MIAMI
COMPREHENSIVE NEIGHBORHOOD PLAN (SEPTEMBER
1985).
WHEREAS, the Miami Planning Advisory Board, at its meeting
Of June 17, 1987, Item No. 2, following an advertised hearing,
adopted Resolution No. PAS 41-87, by a 7 to 0 vote, RECOMMENDING
APPROVAL of the Virginia Key Master Plan, as hereinafter set
forth; and
WHEREAS, the City Commission by Motion M-86-122 on
February 13, 1986,- Director, Department of Development to prepare
Section 2. the City Commission hereby finds and determines
that the Plan appropriately considers (a), access and use to
serve public recreational and educational needs; (b), views to
f
>f-
And from the water and highway edge; (c), preservation of natural l
shorelines; (d), natural forces in shaping unnatural edges; (e),
commercial uses suited to the promotion of public access for. use z
and enjoyment of the waters; (f), commercial uses which are water
dependent or water related# (g), private uses which expand public '
access to recreational programs.
PASSED AND ADOPTED this 23rd day of July , 1987.
ATTEST:
MA TY HIRA AVIER L. SUAREZ, lIAYOR
City Clerk
PREPARED AND APPROVED BY:
MARIA J;" CHIARO
Assistant City Attorney -
_1
APPR09 AS TO FORM AND CORRECTNESS: �.
City Attorneys..
MJC/wpc/pb/M458
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RESOLUTION NO.
J-69-I`i1
A RESOLUTION DECLARING THAT THE MOST
ADVANTAGEOUS METHOD TO DEVELOP CERTAIN
IMPROVEMENTS ON CITY -OWNED LAND IS BY A }
UNIFIED DEVELOPMENT PROJECT (UDP),
AUTHORIZING THE CITY MANAGER TO PREPARE
A DRATT REQUEST FOR PROPOSALS (RFP) FOR
A UDP, AND CONFIRMING THE SETTING OF A
PUBLIC HEARING FOR OCTOBER 12TH, 1989 AT
1100 AM TO TAKE TESTIMONY REGARDING
SAID RFP FOR THE DEVELOPMENT OF
RESTAURANT AND MARINE SERVICE USES ON ;
CITY -OWNED PROPERTY LOCATED ADJACENT TO
3601 RICKENBACKER CAUSEWAY MORE COMMONLY
KNOWN AS "MIAMI MARINE STADIUM"i AND AT {
THE CONCLUSION OF THE PUBLIC HEARING
AUTHORIZE THE ISSUANCE OF A RFP, SELECT
A CERTIFIED PUBLIC ACCOUNTING FIRM AND
APPOINT MEMBERS OF A REVIEW COMMITTEE TO f
EVALUATE PROPOSALS AND REPORT FINDINGS f
TO THE CITY MANAGER AS REQUIRED BY THE
CITY CHARTER AND CODE.
i
WHEREAS, the City of Miami Charter Section.29-A(c) allows
for "Unified Development Projects" where an interest in real
property is owned or is to be acquired by the City and is to be
used for development of improvements; and
WHEREAS, the City Commission determines that for the
development of restaurant and marine service uses on the City -
owned, property located adjacent to 3601 Rickenbacker Causeway,
more commonly known as "Miami Marine Stadium", it is most
e
advantageous for the City to procure from a private person one or
more of the following integrated packages:;.
Planning and design, construction and leasing; or 1s;
- -Planning and design, leasing and management; or
Planning and design, construction and management; or
- Planning:and design, construction, leasing and Fr
w:
management; and;
h
WHEREAS, Charter Section 29-A(c) requires that the City.;
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Commission hold a Public Hearing to consider the contents of the 4
Request for Proposals; and
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PAgBEb AND ADOPTED this _14th day of 5eptembe; 1080,
V ER L; 8 . Z j MAYOR
J-90-136
b/31/90
RESOLUTION NO. __449
A RESOLUTION, WITH ATTACHMENT, APPROVtNd THE
CITY - MANAGER'S RECOMMENDATION MO REJECT THE
PROPOSALS SUB14ITTOD APRII.' 27, 1990 IN
RESPONSE TO THE VIRGINIA KEY BASIN PROPERTY
REQUEST FOR PROPOSALS AND AUTNOR11tNG
ISSUANCE OF A UNIFIED DEVELOPMENT REQUEST FOR
PROPOSALS ttRFP) ON DUNE : 21, 19900 IN
SUBSTANTIALLY THE ATTACHED! FORM, FOR THE
DEVELOPMENT OF RESTAURANT AND MAltIlls Sump.
USES, ON CITY -OWNED PROPERTY10CAT9b ADJACENT
TO 3601 RtCKSHBACKER CAUSEWAY, MORN COMMONLY
KNOWN AS THE "VIRGINIA KEY '.BASIN PROPERTY";
SELECTING A CERTIFIED PUBLIC ACCOUNTING FIRM
AND APPOINTING MEMBERS TO A'REVIEW COMMITTEE
TO EVALUATE PROPOSALS AND REPORT FINDINOB TO
THE CITY MANAGER AS REQUIRED BY THE CITY
CHARTER AND CODE.
WHEREAS# the City of Miami Char or Section 29-A(c') allows
for Unified Development Projects ("UIP") where an interest in
real property to owned or is to be abgpired by the City and ie to
be used for development of improvements; and
WHEREAS, on September 14, 1909,.by Resolution No. 69-771,
G
("Revolution") the City Commission ;determined that for the I
l
dovelopment.of restaurant and marine 6ervice uses, on City -owned
1=
property adjacent to 3601 Rickenbacker Causeway, Miami, more
commonly known as the "Virginia Key Basin Property", it is moat r
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advantageous for the City to use the UDP process; and
WHEREAS, pursuant to the Resolution, the City issued a
Request for Proposals ("RFP") on January 26, 1290; and
WHEREAS, Section 29-8, City of Miami Charter, requires a
referendum unless there shall have been at least three(3)
written proposals received from prospective purchasers or lessees r=,
In regard to the sale or lease of City -owned property; and
WHEREAS, on April 27, 1990, the City received only two
written proposals, in response to the RPP) and4
WHERP.AtS, in this RFP, the City retained the right to reject
all proposalel and
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WHEREAS, the City Manager accordlnoly rotomminds rej6etian
of the prop6sals received thereby neciseitating the issuance et
another Arr#* and
WH>tREAS, Chartor Section 294(cj require& that the City
Commission hold a public hearing to consider the oontente b! the
RPP/ and
WHEREAS', pursuant to the Resolution a public hearing Mail
hold this dgto to consider the contently of said RrP for a UOP on
this site; and
WHEREAS, Charter Section 29-A(c) further provides that at
the conclusion of the public hearing, if the City Commission is
disposed to proceed, it.may authorise the issuance of a RFP, the
i
selection of a certified public accounting firm, and the
appointment, of members to a review committee from persons
recommended by the City Manager#
NOW, THEREFORE, BE IT RESOLVED BY THE COMMISSION OF THE CITY
or mrimi, nonmi
Section i. The recital and findings contained in the
Preamble to thin Resolution are hereby adopted by reference
—
thereto and incorporated herein as i� fully set forth In`thie
Section.
faction 2. The City Manager* recommendation to reject
the proposals submitted April 27, 1990 in response to the
Virginia Key Basin Property Request' for Proposals is hereby
_
approved and they are so rejected. -
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Section 3. The City Manager is hereby authorised to
jc
issue a Request for Proposals on June 21, 1990, in substantially
the attached form, for the development of restaurant and marine
j
service uses on City -owned property adjacent to 3601.Riakenbacker
Causeway, Miami, more commonly known as the wirginia'Key Basin
Property" and,more particularly described in the RPP.
j
Section 4. Development projact will include
$yid Unified Davelo profact
the following integrated package Planning, and design,
`4
construction, leasing and management.
e
1
section 5. The certified public accounting firm of
sharpton Brunson and Company in e,eso�iation with Aldo tastra,
Inc., Is hereby selected to analyse •aid propoeais and rand6t a
written report of its findings to the City Manager.
section S. The following seven individuals are hereby
appointed members of the review committee to evaluate, each
proposal and render a written evaluation of its findings to the
City Managerp including any minority opinlonee
MEMBERS OF THE PtIal'Te
Jose Artllano Robert sullo, Rsq.
Proeldeht O Oration Manager
Hiami Rowing Club Ffrehousa Your
Restaurant
Charles.Ankrum Disk Briggs
Commodoke Director
•Power Boat Racing Assoc. Marine Council
CITY EMP .AY U
Ana 4elabert Adrienne Macbeth
Planning Department Office of Minority. women
APPENDIX C
CITY OF MIAMI MINORITY AND WOMEN BUSINESS AFFAIRS
AND PROCUREMENT ORDINANCE NO. 10538
3-88-1153
1/12/S9
ORDINANCE NO. _ADM
AN ORDINANCE AMF.NbING CHAPTER 18, FNTiTLED
"FINANCE", OF THE CODE OF Tilt CITY OF MIAMI,
FLORIDA, AS AMENDED, BY REDEFINING 'Flit TERM
"MINORITY AND WOMEN -OWNED BUSINESS ENTERPRISE
AND DEFINING THE TERM "VENDOR" IN
SECTION 18-68= REQUIRING IN SECTION 18-72
THAT THE GOAL OF AWARDING AT LEAST FIFTY-ONE
PERCENT (511) OF THE CITY'S TOTAL ANNUAL
DOLLAR VOLUME OF ALL PROCtiREMF.NT rXPENDiT1tRES
TO MINORITY/WOMEN SMALL BUSINESSES BE APPLIED
TO ALL CITY OF MIAMI BIDS AND CONTRACTS;
REVISING SECTION 18-73 TO PROVIDE THAT ALL
CITY OF MIAMI INVITATIONS, REQUESTS AND/OR
ADVERTISEMENTS FOR 8105, PROPOSALS, QUOTES,
LETTERS OF INTEREST AND/OR QUALIFICATION
STATEMENTS CONTAIN THE APPROVED
MINORITY/WOMEN BUSINESS ENTERPRISE (M/WBE)
PARTICIPATION REQUIREMENTS PURSUANT TO CITY
OF MIAMI ORDINANCE NO. 10062 - MINORITY/WOMEN
BUSINESS AFFAIRS AND PROCUREMENT PROGRAM;
REQUIRING THAT ALI, RESULTING AWARD AND/OR
CONTRACT DOCUMENTS CONTAIN THE REQUIRED
COMPLIANCE FORMS RELATIVE THERETO; REVISING
SECTION 18-73(5) 'TO EXPAND UPON THE
AFFIRMATIVE ACTION REQUIREMENTS FOR ALL CITY
BIDS AND CONTRACTS; ADDING SECTION 18-76
AUTHORIZING ADMINISTRATIVE DEPARTMENTS TO
ESTABLISH T11E REQUIRED ADMINISTRATIVE
PROCEDURES TO INSURE COMPLIANCE WITH THE
CODE; FURTHER, PROVIDING FOR RESOLUTION OF
DISPUTES REGARDING WITHHELD PAYMENTS OF
CONTRACTORS AND SUBCONTRACTORS AND FURTHER
ADDING SECTION 18-77 DESIGNATING THE DIRECTOR
OF THE OFFICE OF M/WBE AFFAIRS AS THE CITY
OFFICIAL RESPONSIBLE FOR ESTABLISHING AND
IMPLEMENTING M/WOE BID AND CONTRACT
PARTICIPATION REQUIREMENTS, COMPLIANCE
GUIDELINES, AND MONITORING AND REPORTING
PROCEDURES; CONTAINING A REPEALER PROVISION
AND A SEVERABILITY CLAUSE.
WIIEREAS, Ordinance No. 10062 dealing with Minority/Women
Business Affairs and Procurement established the annual goal of
procuring/contracting fifty-one percent (51%) with minority/women
owned and managed business enterprises; and
WHEREAS, Administrative Policy Manual 4-86 (APM 4-86),
issued October 1, 1986, provides for the administrative
Implementation of Ordinance No. 10062; and
WHEREAS, it has been determined that there is further need
for legislative relief to obtain said goals, particularly as it
relates to the City's bid, proposal and contract process and that
resulting documents on a bid/contract by bid/contract basis to
achieve the annual goals=
NOW, TilcktronE, BE IT ORDAINED BY THE COMMISSION OF Tilt CITY
or MIAMI, PLOnIDAt
Section 1. Section 18-68, to hereby amended in the
following particulars.)
"Sec. 18-66, Definitions.
For the purpose of this article, the following
terms, phrases, words, and their derivations shall have
the following meanings:
Minority and women -owned small business enterprise
means a business enterprise in which at least fifty-one
percent (51%) of said enterprise is owned by Blacks,
Hispanics or Women whose management and daily business
operations are controlled by one or more Blacks, '
Ilipanics or Women An mploy a MA&iMUm of twenty-
five (25) employees or have a net worth not in excess
of two million dollarA."
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i
Vendor means any business entity providing goods,
services or equipment to the City of Miami through a
purchase, field or blanket order or contract."
Section 2. Section 18-72(a)-, is hereby amended by adding
the following language:
"(a) The objective of the City is to achieve a goal of
awarding a minimum of fifty-one percent (511) of ,
the total annual dollar volume of all procurement'
Allures to Black His anic and Women -owned
expen P �4:
small business enterprises to be apportioned as
follower
i
Seventeen percent (171) to
Blacks, seventeen
#
percent (17%) to Hispanics and
seventeen: percent
(17%) to women; such goal shall
bids
be applied to all
city and contracts."
Section 3. Section 18-73 is hereby
amended by adding the t
following languages
"Sec. 18-7j.;. gegBired statements for
solicitations or
pg,(�i. ces: required statements on contracts
and awards.
a. It- shall be inandatoy for all
or notices inviting bids,
City solicitations
quotes.
proggsals.
letters of interest and/or
qualifications, to "4
contain the approved rcaUirements
for M,(i(@g ;=
1 Words. and/or figures stricken through shall be :deleted.
Underscored: words and/or figures
shall be added. The
remaining provisions are now in effect and remain
unchanged. .Asterisks, indicate .omitted
and unchanged
material.µ
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It shall be mandatory for all City' contracts
and/or procurement award documents to contain the
followings
(5) A requirement that each bidder, aroocl$e>:. oS
submit along with the bid or proposal an
affirmative action plan (AAP). Any significant
equity participants, joint venture participants,
subcontractors, suppliers or other parties to the
bid or proposal shall also be required to submit
such plans.
,. . . . .. I1: .c
:. . M
Q ii(�•7=8/a.1= AN.-Ii"M-Wi=•7�i[-3•i•[-�st•u[��cv
the oUrpose of investigation to ascertain
r.omRl.Lance1 1= Foregoing . u
.• . .,
1• 1 • P.UAnce with the AWrinative
actiRn
requirements ofthis section,1 =
Hanagex—may• - • 1 whgle gX__Uart, CaTCeI
or terminate the bid or contract awArd--&TLdLai
__gthgr__&*nci ions as ay be determiTe
to be
Section 4. The following new Section 18-76 is added In its
entiretyt
"Sec. 18-76. Administrative Procedures.
The Departments of Finance, Public Works and General
Services Administration are authorized to establish the
required administrative procedures to Insure compliance
with the provisions as set forth herein.
1.05313
C— 3
... 276
The pinance bepartment Is mandated to institute payment
procedures which will insure, in those instances in
which the M/WDE bid or contract requirements result In
contracts, subcontracts or joint ventures for M/Wats,
that compensation provided pursuant thereto shall be in
the form of a check made payable to the primary
contractor, bidder or proposer, and (if appropriated
jointly) to the minority/woman business enterprise
subcontractor or joint venture partner in an amount not
to exceed the subcontracted or joint venture amount,
based upon approved invoices submitted by the prime
contractor, proposer or joint venture, to the City.
in the event a dispute should arise as to the
performance or payment of the primary contractor or
bidder/proposer or the H/WBE, under the terms and
conditions of the City contract or procurement award
document, compensation @hall be withheld until such
time as the dispute is resolved in accordance with the
procedures set forth in this Chapter for resolving such
disputes.
All Administrative Directors shall amend their existing
policies and procedures or to create such new ones as
may be required to insure and report on compliance with
all aspects of this article."
Section 5. The following new Section 18-17 is added In its
entiretyi
"Sec. 19-77. Designation of the Director of the Office
of Minority/Women Business Affairs.
The Director of the Office of Minority/women Business
Affairs is designated as the official responsible for
establishing M/WBE bid and contract/award requirements,
creating and implementing compliance guidelines,
monitoring compliance, resolving disputes, and
reporting on all of the above to the City Manager."
Section 6. All ordinances or parts of ordinances in
conflict with the provisions of this ordinance insofar as they
are inconsistent or in conflict with the provisions of this
ordinance are hereby repealed.
Section 7. If any section, part of section, paragraph,
clause, phrase, or word of this ordinance is declared invalid,
the remaining provisions of this ordinance shall not be affected.
PASSED ON FIRST READING BY TITLE ONLY this day of
December , 19 88•
PASSED AND ADOPTED ON SECOND AND FINAL READING BY TITLE ONLY
this 12th day of January 19�.
A
XAVIER L. SUkREZ, Mayor
iR Y HIRAI
City Clerk
C-4
a -
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R;CKENBACKER CSWY
i 40Yiti•��"* ro
Restaurant Site
(portion of Parcel t-B
0
o'
X 1C IC x
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TNG
oeme¢\e.�o.+
Parking Site
( Parcel. B )
EXHIBIT I
�rt
EXHIH.IT It
DECLARATION, PROFESSIONAL INFORMATION
AND FINANCIAL DISCLOSURE FORMS
Declaration
Organizational Structure
Proposer
Partnership Statement or Corporation Statement
Proposer's Financial Data
Proposer's Experience
Proposer's Questionnaire
Proposer's Financial References
Proposer's Project References
Proposer's Professional Consultants
Experience of Proposer's-Professional Consultants
References of Proposer's Professional Consultants
Proposer's General Contractor or Construction Manager
Experience of Proposer's General Contractor or Construction Manager
Proposer's General Contractor or Construction Manager Questionnaire
References of Proposer s Contractor or Construction
Manager t;
Proposer's Operational Manager
r
Experience of Proposer's
Operational Manager
Proposer's Operational
Manager Questionnaire
References of Proposer's
Operational Manager
x
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VIRGINIA KEY MARYNA.PROJECT
f,
1` s
Restaurant and Marina Related
Commercial and Recreational Facilities
In response to the
Request for proposals
for the
Unified Development
of the
Virginia Rey Basin Property
Vqp,GINIA-XEY OEVELOPMENT-PRO4ECT
Table,,of Contents
I. Introduction
2. The Partnership
3. The Concept
1: Introduction
The Joint Venture will develop the restaurant and marine related commercial
and recreational facilities on the proposed site. This will include a full service
restaurant and brewery# retail shops and floating docking facilities for transient
boaters. The present operators of Bayside Seafood Restaurant and Virginia Key
Marina will in a joint venture relationship develop, build and operate the new
and expanded restaurant which will be known as Bayside Hut & Brewery, a Seafood
Restaurant and Bar.
Bayside Seafood has been in operation since 1983. After entering into
a sublease agreement, approved by the city of Miami, the operators undertook
the task of rehabilitating and improving the present outlet. A new food and
beverage service concept was created which involved a substantial cash outlay
initially with an operational plan to provide quality food, beverages and services
at moderate prices. From the outset they were able to attract a steady flow
of regular customers which has continued to grow to the present day. From
a zero base
sales
volume in 1983,
Bayside Seafood generated sales in excess of
$500,000 in
1989
and anticipates
1990 sales to reach $600,000. Enclosed are
newspaper and magazine articles which attest to the high quality food and services
being provided. One of the major elements contributing to this success has been
the training program initiated by the managing partner, Rolf Gerstner, which
has enabled - the restaurant to develop a strong cadre of trained individuals in
their respective disciplines. The turnover rate of staff has been minimal and
most employees (90%) have been in place for over three years. This is a rare
achievement record in this type of business. With, few exceptions the majority
of all employees fall into a minority employment classification.
ThUndAV NlAtrh 21 19M The M1:llnl Hereld Ret Iron I
:,��• .,too ' .'`'L�,' Y,'14,
4
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CRACKING.
s Bahamian delicacy with a tough reputation n the
star o! the show et a see shanty on Key Biscayne.
ft -.- Recipes for rooki ig s'nur rtneh l JE
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THE CONCH
MYSTIQUE
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1809thRoPida
WME
bayside is hiddeh. Thousands drive along Wen -
backer Woeway daily, and miss the link eayside
sigh thilt OW= timid the Marine Muni. lbu drive
NNW the stadium brim past derNict boats, and
theft It sits: two dtmen ouatdt We on a raised
wooden pldotm. half of them under a ddched roof.
The restaurant is an odd mu of the romantic and
the Industrial marine. It sles on a.snarins puking
lot. stacked boau a few hundred feet away. Beyond
the lanhu, how(ver, is a waterway that cuts between
the abate and an outer Island; ►eukls and wnersWm
haluerwy bun by. Beyond the Band is a spectacular
view of the Miami skyline. Soft rock music is piped
in hom discreet speakers. Baystde is a fun place to
have a quick beer and oysters, or for more serious
appeases, a complete fresh yellowtail. omsaely pre-
pared. The house q cialty Is conch. and there is
none butler this side of the Bahamas, whether it be
the conch bitter. the conch soup or the tried conch
strips —tender tad no That is also fresh fish, from
mako shark to grouper, as daily blackboard specials.
all reasonably priced (the menu runs 83.87). The
pft shrimp is wonderfully free of the greasy sauce
that somethes akaompar+Ps the dish. The only coves
Is the ooersional invasion or eying insects on swdtr•
ing. windless din. Dandng weekend nghu. U an-10
pm weekdays. depending on weather; until 11 pm
Fri:Sol.361.0808 AMC--
wAaerSOM FIOMA MAUV teas 11?
TODAY
WEEK OF THURSDAY, AUGUST tti, lees
e
REtTAURANT=
NAYBIDE iEAFOOD RESTAURANT
j �31,5t01 Rklatbacker Causeway
kB1 ridnnee Stadium Entrance)
11 a.m.A P.M. 7 days a week (weattW
permitlIng)
Outdoor conch shanty overlooks a me•
ring and ay. wealMnd deck end wood-
en Structure Captures early key charm In
an alfresco Setting. Restaurenteur Rolpph
Gersbher "d May am planning folsuild
a food basiaar with booths representing
different ethnic foods M October. Rear
bar, sandwiches and burgers, conch
specialties, barbeque and fresh Seafood
we offered. A good bet: Rolf's famous
conch fritters. (93J )►sine angw Inex-
pensive
I
%P81da
Key Biwgne
W'SmE—Serbed—MR1 lreipew+i afloat spa wm good
rind+ Miser. am. ail a strip madden to the ion' near Meuse
Stsdeaa; be" syrr Yong man term U th IN sun at andrr
elpkaee Pod. Own b a earbu Alm new endosrd on with
view of lay," 90 hull Ibb seeder from rmlo short b
fm". Good oft jhrV* 11 0.10 pen rweide> , dependMt
an "Ohis 101 U Fro M: Set. 91-03 AMY w18 f
= fl58 YAiLt?T—Sesdood--l7gsnt, wall marik Haan, e1E
haw ew**ra 1 Dam 0mmt MW k6brt n"ole sbearb loop,
dolphin ma it, defy fresh hell pilled aver lava reels. House
a INN-: South ralds esPpmo (Ash am). halt" wipe ft.
woke WWW wales a soft wWlaru st CompilmmarI "it
psrtq as sup t.—n:s0 a 2:10 pm weeYaelt D--6:3010:10
pm Man -Sr. Cvaot Hind. 901 sunyme INvd. 37MS".
Hot Iss
DOUR WIS LUMM
FAR, FRIENDLY AND JUST PLAIN GOOD
Unless you are laamWar with the Design Dold, you
might need a map so And this spot. However you
could Iust drive b the arts: and follow the well-worn
path beson nk to Its door by the District's dersbens. NW -
den in a Unit nouns off HE 40 St., you'll discover
a plain. unpntetdas swrehotu boutleug a tram
trove of mostly home-made goodies Savory pies,
chicken puffs smd Imaghssdve quiches and soup are
produced tads day by an baerstrlodl staff, employ-
Ing Its collective Moonal specialties. NK boanfs fit
a sumptuous array of men, vegetable and seafood
salads, daily soups and Spedal:. 1bu choose a tuft
of this, a dollop of that from the delicious salads
and palls to compose your personal DerlBnees Planer.
with which you'll surely wsru a tasty muffin, crois-
aam or pumpernickel -onion roll. Or perhaps you'd
roft opt brow d the sa dwidrs, ownarifed whh
lean dsnatft wu m at salads. The desmet Ineq
tends in pan: banana and dtocolot mouse take.
Oren cookie o k Sock frokest cake bind magic asks,
almond and rum aotmam. The sunoutultrlp am
austere —an adenlc mbmue of mismauhed tables
ere dhains. dried Bowen, hanging strings of dried
; q 1 6, and garlic, and newspaper Vapoled wdb--bet
ft larder is bountUhd. U you need to fused a crowd.
"Gourmets launch a nB—d"I wet b a few
or a festival. K—b =4 pm weekday .130 NE 40
St. 5734949 NONE g
Sant, Ftosao+t Sw/ 1m m" sea
91- 276
KEY BkCAYNE 'DAY
Rolf Gerstner
The other Bayside
Virginia Key seafood restaurant
has a fresh taste and a familiar name
By HOPE MOSS
All the hoopla about downtown
Miami's new Bayside Marketplace
hasn't affected Bayside Seafood
Restaurant on ' Key Biscayne's
neighboring Virginia Key.
Tucked behind Miami Marine
Stadium off the Rickenbacker
Causeway, Bayside has been serving
up loll safood for three years. Aptly
called the hideaway, the restaurant is
at the end of a winding road and is
housed in a low wooden building with
an open terrace fronting on the bay.
Pan of the terrace is under a palm -
thatched roof, lending a rustic island
atmosphere. However, the restaurant
has added a new enclosed room in case
of bad weather.
Presiding over Bayside is a genial
German from 'Heidelberg, Rolf
Gerstner.
"1 was in charge of the Hotel Inter -
Continental openings and became
executive assistant to the president,"
he said in outlining his IS years'
experience in the food and hotel
business.
"1 was brought to Miami to oversee
the management of Latin American
hotels," he said.
Being fluent in English, French and
Spanish has enabled Mr. Gerstner to
operate easily throughout Europe and
Central and South America.
Bayside Seafood Restaurant Is
leased from Eugene Hancock and his
two sons, Andrew and Charles, who
started the business. The Hancocks, in
turn, lease the land from the City of
Miami.
"It's a small operation for us, but
we're glad to set them there," said Al
Armada, property and lase manager
for the City of Miami. "Every tenant
counts."
All the seafood at Bayside is fresh,
brought in by local wholesale
distributors.
"If a certain product is out of
season, we can easily fly it up from
Costa Rica — a three-hour flight —
and have it arrive fresh," Mr. Gerst-
ner said.
The favorite dishes of Key Biscayne
are grouper and dolphin. Visitors are
likely to opt for the conch fritters. The
recipe was derived partially from the
Bahamas and partially from Key
West.
Mr. Gerstner. chef/mimser. is
ably assisted by Didi Slater, Roxanne
Brandao and Marianne Dotson. They
are equally at home waiting on tables,
helping n the kitchen or tending bar.
Bayside just got its liquor license six
months ago. so it is difficult to project
the gross take for the coming year.
"Maybe a half a million," Mr.
Gerstner estimated.
Among the favorite drinks served
are Pins Coladas, daiquiris and
Margariw. There also is a speai rum
runner — made from rum, six fruit
juices and Creme de Cassis. It's served
frozen and costs $3.
The most popular beers are,
Heineken, Becks, • Coors, Budweiser
and a dark beer made by Coors, Irish
Red. For the European thirst, there is
Dinka Acker from Stuttgart.
"Miami is rally 15 or 20 cities,"
Mr. Gerstner said. As a result, the
menu at Bayside is varied. The
specialty of the day — the most recent
catch — is chalked on a blackboard
next to the Manatee Bar. But it is the
written menu on bright yellow paper
that advertises the variety.
Under "Starters," the menu
suggests homemade conch chowder
(31.75) or conch fritters (S4). The
heading "Raw Bar and Salads" offers
clams — raw or steamed ($2.25 a half
dozen or 36 a dozen), peel and at
shrimp (S4.95), conch or crab salad
($4.50), Jamon Serrano, (S4.50) and
Chorizo Espanol (S4.50).
Seafood platters range from shrimp
to Everglades frog legs and range
from 36 to S 10.50.
Side orders of fried zucchini,
mushrooms and onion rings cost $2.50
each.
To vary the menu and cater to the
"15 or 20 cities," Bayside offers
barbequed Baby Back Ribs or
Teriyaki Chicken.
The sandwich list is extensive:)
Boathouse Fish Sandwich, smoked.
fish, conch sandwich platter and fried
clam and chicken fingers. All are
around S4.30.
No seafood meal is complete
wthout Key Lime Pie or cheesecake.
Both are available for S2.
To get his restaurant humming, Mr.
Gerstner is on site at 10 in the morning
until i l at night. Weekdays are quiet,
but 43ayside jumps Friday night,
Saturday and Sunday wth music from
the "Steel and Ivory" combo, a
calypso band that often has patrons
waving a conga line around the
terrace.
Priding himself on the food and
ambience at Bayside, Mr. Gerstner
has added a note to the menu:
"Please take into consideration that
we are not a fast-food restaurant. Our
food is prepared to order. Your
patience is appreciated." '
Bayside Seafood Restaurant, 3301
Rickenbacker Cswy., Virginia Key,
FL 33149. Hours are 11 a.m. to 11
p.m.. seven days. For details: 361-
0808.
j o s-
91- 2176
Miami's !News and Arts Weekly
BEST CHEAP SEAFOOD
Ba
,pide Seafood Restaurant
301 Rickenbacker Causeway
Virginia Key
The fried shellfish dishes are in
the five -dollar range, which makes
this spot competitive with the
seafood chains — national and local.
What gives Bayside a decided edge
is this: it swims in its own direction.
It has a number of South Florida
dishes (homemade conch chowder
and fritters, Everglades frog legs),
nine types of sandwiches, a ceviche
— and they let you wear T-shirts
and shorts and throw in a view of
Biscayne Bay and the Miami
skyline. Eat your claw off, Red
Lobster. (Enter at turnoff to Miami
Marine Stadium, turn left, and wind
back toward downtown.)
L —:�'1 U �i
TO AVOID TOLW=
wayside Seafood Restaurant
501 Rlckenbadoer Causeway
Virginia Key
While the tourists trip on each
other and choke on the boat
exhaust fines at Sundays on the
Bay, savvy folk head to this
am, d adde outdoor joint. No, it's
not a Rouse shopping mall
development. Not even dose,
we're happy to say. It's the fmw
Hut, located just to the north of
Miami Martine Stadium. The place
is well hidden, which is great — a
well -kept secret. Coid drafts, fi esh
fish, and good conch under a
thatched roof in a relaxed
atmosphere.
/ C) to
BEST CHEAP SEAFOOD
tr
lds Seafood Restaurant Rickenbadror Causeway
Virginia Key
The fried shellfish dishes are in
the five -dollar range, which makes
this spot competitive with the
seafood chains — national and local.
What gives Bayside a decided edge
is this: it swims in its own direction.
It has a number of South Florida
dishes (homemade conch chowder
and fritters, Everglades frog legs),
nine types of sandwiches, a oeviche
-- and they let you wear T-shirts
and shorts and throw in a view of
Biscayne Bay and the Miami
skyline. Eat your claw off, Red
Lobster. (Enter at turnoff to Miami
Marine Stadium, turn left, and wind
back toward downtown.)
BEST WAY
TO AVOID TOURISTS
1de Seafood Restaurant
Rickenbacker Causeway
Virginia Key
While the tourists trip on each
other and choke on the boat
exhaust fumes at Sundays on the
Bay, savvy folk head to this
ramshackle outdoor joint. No, it's
not a Rouse shopping mall
development. Not even dose,
we're happy to say. It's the fmnw
Hut, located just to the north of
Miami Marine Stadium. The place
is well hidden, which is great — a
well -kept sea et. Cold drafts, fresh
fish, and good conch under a
thatched roof in a veined
atmosphere.
ia(
9 -r 276
w
AENu GI"tW MiaM' av GUME
.. ......... . ..
BAYSIDE
.. �^ . .- Key Biscayne
Bayside Seafood (testauraht and Hidden Coble ear B nestled In the a andlwstlyd iha dtX On i4eelaends Q1Stdfrnelt enjoy the ReggaK/
Wand of Key Biscayne. It Is known by marry Miami residents at "be CaFypso Wand sounds d Sagaboy. The fresh seafood platters offer
Hut" and offers a pleasant and relayed dining experlence. The name the many delkxks. that South' Fkxida has to offer. The htendly
d this restaurant should not be confused with that d brAlde Market relaxed atmosphere will keep you coming bads for more FWI liquor
Place. the downtown shopping complex. Most guests prefer to dine service Is available. Dress is casual. eayside Is open br lunch and
outside under the palm frond Tiki but and In the terrace to enjoy the dinner daily. The hours are 12:00 noon1:00 P.M. Sua'h and 12:00
Miami weather and the spectacular view of Biscayne Bay and Miami% noon-12:00 midnight F & S A/L M/C b Visa are honored. 35o1
102
91- 276
is 1
Vol.11. No. 12 1 Heard It Ibrs The Graervtar..." Augual I, 19M
Key Biscayne Marine
Stadium Enterprises
by Edward Udlitwbn
Arrise Stadium Enterprises is
located on Key Biscayne, next to
Miami Marine Stadium. and offers
the south Florida boater a complete
marine facility in one location.
An innovation of Coconut Grove
brothers, Andy and Charlie Han-
cock, Marine Stadium Enterprises
offers three, distinct services to the
public, Key Marina;.T,he Bayside Rea•
taurant and Holiday Moline Repair.
The Marina:
Key Marina offers storage of boats
- either trailered or dry stored - up
to 36 feet.
"People think when they have a
large boat," says Andy Hancock, "that
they have to leave it in the water. This
is just not true. We can take them out
of the water at Key Marina and store
them."
The Marine uses two, 350 Hyster
fork IIRs. "No other Miami marina,"
Andy acids, "has a lift of this size. Only
Dodge Island, for loading and un-
load i n R cargo ships..
"The whole idea with the Marina
is to provide complete services and
facilities for the recreational boater.
Biscayne Bay needs it. Our boat hoist
is one of two of its site in Dade County,
here and Crandon Marina, which is a
county -run operation."
Then, there's the Sunday boater to
think about:
"Then are very few places around
Miami where an individual can leave
his boat on his trailer. We can do
that." Andy says. Also, there are 75
additional spaces coming available in
60 days, thanks to the generosity of
the City of Miami.
The Restaurant
The BaysideRestaurant is a unique
attraction within itself. Formerly
known as The Hut, the Bayside is four.
Micciaukee chickeea, totaling more
than 4.000 square feet. One chickee
-re cef�
is huge (the largest Billy Osceola and
crew had ever built), with overhead
fans, and lamps that came out of the
old Holeum Bakery on south Dixie
Hwy. when it was torn down.
"It took them more than three
months to build it," Andy says, "then
we put in plank decking, and land-
scaped the place. We have made over
$200,000 in improvements since
1978."
The restaurant serves an as-
sorted selection of seafood dishes.
"The managers of the restaurant,
Claude LaRoche and Rnlf Gumner,
handle our seafood importing and food
preparation, acquiring fresh fish from
South America, finding the best
smoked f th, etc"
A sample of the menu at the Bay -
side: Seuiche 12.501, conch fritters
(2.501, fresh pompano 14.95). fresh
catrh of the day 1 either snapper, grcw-
8ays+as Restaurant
per or dolphin) 14.951, rrlltaotail with
slaw, fries and hushpuppies 15.25).
"We intend to enclose the chickeea
in glass evenlunlly." Andy says.
• "Make a real showplace out of the
restaurant."
Marine Repair
Hnlidav Marine Reimir will he open
for business in 30 days. "We will be
able to handle any marine repair out
of the water, or in the water." Andy
says. What's more. we will be open
seven days a week.
"We want to provide a facility for
the average boater at a reasonable
cost, and to have all the things that a
boater would need at one location.
"The City of Miami and private
enterprise has worked well together
to create a place that is a great ben-
efit to the public. Private ownership
of the same land could not have cre-
sted abetter facility than exists now."
Ian
91- 276
VIRGINIA KEY DEVELOPMENT PROJECT
Z: The -oil..
A Joint Venture Partnership will be created to develop, build and operate
the new. restaurants commercial/retail'- and recreational facilities as outlined
in this narrative and in accordance with the requirements of the RFP for the
Unified' Development' of 'tHe: Virguiii .Kdy,_4 alin Property. The partnership will
comprise the following entities:
BAYSIDE SEAFOOD RESTAURANT INC.
A...
VIRGINIA XEY_DEVELOPMENT PROJECT
31 Ime Conceldt
Ile development program will include 4,000SF dedicated to marine oriented
retail activities. We anticipate rental income in the stabilized year (year 3)
to generate $50,000 net to the Joint Venture.
The full service expanded new restaurant and brewery operation will be
an exciting and profitable enterprise. This concept has been highly successful
in Europe, Canada, and today can be found in 120 plus locations throughout North
America. In 1987 Legislation was enacted to permit restaurant breweries in
4
Florida._;
1
VIRGINIA KIE Y DEVELOPMENT PROJECT
306 The Concept coat.
The decor will be rustic throughout incorporating an abundance of tropical
foliage, hanging plants, etc., that will create an inviting sub -tropical ambiance
around a basic Florida theme. Indirect overhead and wall mounted lighting fixtures
will provide a warm and comfortable feeling in the restaurant, bar and exterior
seating areas. The desired goal is to enable each guest to have as quick and
efficient or relaxed and leisurely dining experience as they choose.
P
s.
The glass enclosed display brewery adjacent to the Bar/Lounge will be:
highly visible from most of the restaurant and from the exterior entrance and
,}
s.
parking areas. This will be the focal point of the restaurant and will be highlighted
with appropriate lighting to maximize visibility from all angles.
is
The brewery, under the supervision of a trained Brewmaster, will produce
super premium beers. These beverages will be full bodied and naturally brewed
without additives. Ingredients will include malt and pure water. Domestic and/or
Imported hops and specially, selected strains of yeast, each with its own flavor
characteristics, to retain the beverages fullest flavor and freshness. - The product
;
will .be served _directly from the brewery tanks. In addition to its signature beer
product the restaurant will serve a wide selection of popular domestic and imported
beers, fine wines by the glass yr bottle and a complete line of aperitif wines,
it
liquors,.cordials, and mixea.drinks.
•
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M PA DAYr INC
TREND TAPPERS
Brewpubs are coming on strong —
thanks in part to St. Pete's Brewing
Systems Inc. By Andi Davis
................................ 0........ 4.
0 ou may not have heard much about
brewpubs yet, but in a couple
years you'll be able to sip fresh,
brewed -on -site beer from tiny Area brew -
pubs. And when those brewpubs open,
chances are they will have opened with the
help of a St. Petersburg consulting firm
called Brewing Systems Inc.
European pubs have served freshly
brewed beer for centuries, but America's
4,UUt1 small, local breweries died with Pro-
hibition. About 92 percent of American
beer is produced by six breweries: Anheu-
ser-Busch Inc., M ller Brewing Co., Stroh
Brewery Co., G. Heilman Brewing Co.,
Adolph Coors Co., and Pabst Brewing Co.
Brewing Systems executive vice presi-
dent Arnie Winograd doesn't have anything
against the big breweries; he used to be
senior vice president of marketing for
Pabst. The big companies "make a superb
beer," he says.
"However, they all make a product that
falls within a given spectrum, and there's a
tremendous demand for products that are a
little different, a little richer and more Euro-
pean in -character."
Most brew -your -own enthusiasts are
less kind about mass produced beers: They
describe the flavurs as akin to "wet air."
The urge for distinctive brews —plus, of
course, the profit motive —has suds entre-
preneurs opening shop across the U.S.
The first brewpub opened in f983 in
Mr; alit irnia; there are now about
65 brewpubs and 50 microbreweries
nationwide. More than 3.000 such busi-
nesses could thrive, claim beeruphiles.
A brewpub is defined as a mini -brewery
that produces and sells beer on site, gen-
erally no more than 5,OW barrels a year. A
micrubrewery is a mini -brewery that dis-
tributes its beers to outside vendors, geen-
erally no more than 15,t1W barrels a year.
.01y comparison, Anheuser-Busch pro-
duced about 76 million of the country's
nearly YW million barrels in 1987. )
Florida's first brewpub, Winter Park
Brewing Co.. opened in November in the
town east of Urlando. Irewpubs are
planned or being built in Gainesville, 'I�oll:r
hassee. and Pensacola. and several are
being considered by Bay Area business
people. "There's not a reason in the world
that there uxin't be 1W to 'lW brewpubs
scattered over the, state:' says Wim)grad.
Mivni could support as many as 20, the
liay Area 10. he says.
Winograd, tit, and Karl Strauss, 75,
began Brewing; Systems two years ago,
backed by two silerd partners. The co m-
pam; which also has a Mh-aukee odk-e.
dtirks with brewers in the east half of the
country and is one d about six brew•pubt
niim)bre%try catsultants in the U.S.
Strauss worked is 1'dbst fur 44 years,
including 20 as vice president of production.
then retired five years ago and be$ -,in run-
sulting. When N'i Mprod retired.' Strauss
asked him fix Ix-lp in tapping; the micro-
brewvey business.
(ov er)
Beer consultant Arnie
Winograd proposes a
toast: "There's not a
reason in the world
there won't be 100 to
200 brewpubs scattered
over the state."
1111MARY mr UJAM IIAT UPI 25
/1Z
9 1 - 276
'7`A/'V►PA SAY, IINdC.
o
'Then was no one else with'ow exper.
tise." says Winograd. who ails Strauss
"the Red Change of brewing,' Stmuxs is
i ttAng Systems eo-e�tive Vice press•
dent and serves as,the technical brewing
consultant. while Winograd snakes the
•"• sales pitch and provides clients with mar-
keting and financial expertise.
It cost about $150.000 to stet Brewing
Systems. land this year the company should
pay off most of its initial investments• •Ravel
and executive -level salaries are the biggest
expenses. says Winograd. whose wife,
Lee. serves so company secretary and Is
the only other employee. The company's
! St. Petersburg office apace is provided free
by Belmar Corporation. where Winograd is
a board membet
". •ht-its fist two years, Brewing Systems
' has sold and set up 13 turnkey breweries at
X an average cost of $=,000 each Brewing
Systems sells brewing equipment made by
N Northwest Inc of Oregon; when clients
regtfest overseas -style equipment. Brew-
' ing Systems an htrntsh English, t;ermim
and other countries' products. "We work on
a small manch" says Winograd.
. The firm has also consulted In variou,
capacities with V other breweries. Brewing
Systems' Lees start at = a.day; training
costs $5.000 a week When a brewer -to -be
purchases a brewing system through the
compargt Winograd .and Strauss throw in
two custom beer famuias for free; those
buying the formulas k Is carte pay S+~004
The pair market their services at res•
taurant and brewery trade shows. and with
ads in trade publications. Wad is getting
araurd: Wrrograd says they are now bid.
efmgpn ten breweries in Florida'akuta
'Brewing Systems is somewhat unique.
uplelMedel, administratorof theAsso-
ciation of Brewers to Boulder, Colorado.
'Mere are a fit of consultants out there.
but;Brewir4l; Systems combines consulting
with design and recipe fa mulatioa, equip.
meat, and tali ft. In other words. they an
gave you the whale package."
The company will, for example. arrutge
furutcitg sell a brewing system. design a
brewing system develop a custom beertor.
mulattat, help with federal and state Scen.
alma and loci raring: train novice brewers
Mrs a brew•master and even suggest a
name fir the buwtess• Butb4n doing any
of the above, the compury will ohferafte
an whether client should start Wvmyt
"For every ten people we talk to. there
I are two peoplewho have the wherewithal to
t carry It W says Wuwgrad, 17a every
other butfness, this requires apical"
0" Plenty dcapitah betweert S3W OW and
r $1.2 'Million to start a brewpub, and
between $70.000 and $200.000 for the
+,.o! bmwrctycIteiatlort slaw. ifyou haw a bar
or restaurant with plenty of expansion
"And this is not a dilettante business. You
have to work Very hard. It requires some
O"kW work and oft understanding of
the chemistry of brewhtg,'adds WinognA
"A kit of people who I see wartt&tg to go
Into this business are beer hobbyists who
think they're going to turn their hobby into
a gold mine. Irs rot as sample as that;` says
Peter Egetston.'president of Northampton
$rewery b Massachusetts, which Brewing
Systems helped set up. "If you don't go into
this with a hard-nosed attitude toward buss-
nest. you're setting yourwM up for hirlure.
"Imeakttof literaturegoingg&round that
consultants an convert a spare room or a '
back storeroom into a bdewerg take a dish-
wasltec and train him to be a brewrnastec I
think that's highly unrealistic." says Egel-
ston. "Brewing beer is a multi -faceted pro-
cess with a lot of details to attend to"
Winograd agrees: "It's not something
that any restaurant an put in Its back room
and start bre:wintg•"
Brewing Systems consults with both
mierobreweeies and brc%7jbs, but Wuo•
grad says the most profit potential Is in the
brewpub sector —because the brewer an
get a retort es mark-up.
Beer is taxed about 37 for a 31•gatbn
barrel The sate elf 700 barrels of beer at $2
a glass —•there are 350 eh trounce glasses
In each barrel —will gross a brewer
$490,000. The brewer has to pay for ingre-
dients, the brewntas&s saiarlt unities.
and other operation costs, but "It's still
more profitable than operating at a 10 to 15
percent profit," says Winograd. Indeed,
some brewers can make a glass of beer for
seven cents and sell it br 33. •
Another appeal of brewpubs, says Met -
del d the Association of Brewers. is that
some restaurants "wwA be nicely aug-
V1 mentted by a brewery In addition, micro -
breweries have to fight for shear space In
liquor stores and a tap handle behind the
bse Once you set people to a brewpub. you
have a captive audience:." ,
Of eaturse . the big conpot to brewers are
watddtirtg the growing gourmet beer indus-
try with are —tenths of page per:
of market share here and there add up all
too quk* far the big boys• Oft How
dW1 react to aey perceived threat from
the burs+eaning brewpub industry ramins
to be seen.
In any case, the baser Troth of brew-
pubs —produce for sevencents. sd! for$3—
Is W* to keep Brewing Systems Inc. hap-
pily afioatea s sa of suds. ❑
Alva Davtfs last stay br Ump ft lik.
"Lotto Dough," appeared In the January
issue.
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IN THE
CLASSIFIEDS
i
91-- 276
�
1n Chicago, serious and stylish sipping
Chicago quenches
thirst in style
An excerpt from
The Boston abbe - March 9, 1990
Dy Salty Tager
APECIAL TO.YNE OIABE
Pickett says has always been popu-
10. Each glass is set on a cardboard
lar in Europe. Every drop of it is
coaster, and the name of the beer is
sold right in the street pub or the
written legibly by a enthusiastic
HICA JO - 'Me words
_
restaurant. "I might fix up a six pack
waiter. The beers range from a
"Chicago and beer" spur many to
• •
�`'
for a friend," Pickett said, "but beer
heady dark porter to the palest
think of the O'Banion Gang, Al
o •�, ;
in those bulk tanks doesn't keep
pilsener, and each is a knockout.
Capone's peculiar marketing meth-
' .' ; :
well, so we make just enough to sell
The set of six is $6.75 while a 12-
ods and the l+ed's axes breaking up
on the premises."
ounce glass of one is $2.25. It's
barrels. But Chicago has forgotten
'o
This is the fashionable River
enough to search the area for a place
all that stuff long ago and has just
t
f•
North section of Chicago, where
to live.
recently begun to drink beer seri-
`
��
:•
!'•
women's throats might be wrapped
Did beer lovers always talk with
ously again, this time with elegance
in fresh -water pearls and men'sfeet
such intensity before we went r
and style in upscale neighborhood
• •
in Bally slip-ons. Art galleries are as
through our recent wine education.
breweries•
- --„•
_ `
thick on the gorund as caraway seed
According to a reviewer for Chi- ;
Historically, most of thestreets
in the German rye. Saks and Bloom-
sago Magazine, Goose Island turns
that band the Loop or downtown
'-
ingdale's are just a few blocks east.
out a group of beers that arc supeior
section were crowded with light
The very air is different at the
to other local breweries, "with more
industry, small red -brick factory
Goose Island Brewing Co. at 1800
varietial character, fewer flaws and
buildings of spare architecture that
the show. The place is enormous, a
Clyboum in a less -disciplined fae-
individuality." The pilsener, he says,
translate well into condominiums,
cozy cavern that wanders around
tory space that has just been turned
goes well with fish and chicken, the
restaurants and breweries with the
two levels with beer artifacts nailed
into a galleria, with the brewery and
Lincoln Park Lager with spicy foods
right furniture and a tone of beveled
to the walls and copper tubing lead-
restaurant holding down one end.
such as bratwurst and the W etscn
glass and acres. of refurbished oak
ing from the vats to the works in the
There are three levels to wander
"has a green applelike tartness and a ; : -
flooring., So in 1988,, three.groups
basement, where kegs are filled and
around in, and entrance to the shop-
pronounced aroma and flavor of
picked out their places and moved in.
stored in walk-in refrigerators., Like
ping mall on every floor. the galleria
clove." The very words we've heard p. ;
vats and, copper tubing without con-
apples, beer varieties respond to
has its own Chicago -style bar and a
to describe zinfandel
suiting each other.
different temperatures.
race -track -shaped oval in the center
This is fresh beer were talking
When scraping off the mac-
of the room, right off the sidewalk.
about,- individual ales, stouts and
adatn that coated the street level of
Brewing equipment, here is stain -
lagers with so much character that
the building, red handmade bricks
less steel with brass trim and also is
serious tasters will seekout the ale at
were exposed, and now they are
on exhibit.
y -
one place and the pilsener at an-
trapped forever in polyurethane, like
Clybourn is one of those diago-
other„exactly as they would go to
flies in amber. Up the short flight of
nal streets that runs through Chi -
the Parthenon for spit -coasted lamb
stairs is the restaurant, with a menu
cago's checkerboard of richly var-
and Ambna forthe lobstergaspacho.
- that is more complete than the pub's
ied neighborhoods. Here at 1800
, <
At Sieben's Restaurant and
and which includes grilled salmon
North, the people seem more down
Brewery on Ontario, the beer-mak-
and roast duckling.
to earth than at Sieben's. Mother
ing appatitua is incorporated :into
Joe Pickett is the brewmeister
pushing strollers meet other moth -
the decor two shin ` vats
Y coPPa
here, a heart oun ish man with
Y Y 8
era pushing strollers for a brew and
p g
displayed ' icons on the second
glasses that slip down his nose and a
a chat while the children sat quietly
..,
level,'thaey we !he' first,things to be
beer background, that goes back to
and stare balefully around. Ages
seen wn= patrons copra thrmigh the
, hispreschool days, "My; father's
range from those little kits to septua-
t "
doorThe vats are largo enough to ...
best friend won a brewery at a poker
genarians tucking into fried calamari
cookaoqupkofolmonatiesapleoe,
table, so they decided to run it on
and onion rings with their beer.
f
orto supply 4he entim legal drinking`
their ovm," he said. "I was only 4
Goose Island beer is wonder-
age of Waukeegan for as afteiao .
years old, but loved hanging around
fui; an entirety different mouthful
i
Jtattthequantt�rofoopperkept
{. "
theplaee and tunniag etcauds."
..
thanbottledordcaftbeer--motealive
• !
in pruttne coctioa dauvea attea-
Five beers are always avail=
and [ull of flavor. Here you can
Wit. wbik-,704 d oeeople who .
able, form a and light to dark and
1 gh
extend your ex
yo experience with a last-
'
Ioo ItlreeCkai Postate to
." t�
. Eck, and often there are special
ing kit for the entice table —Three or
make iaipotlttni bcewMega JWNC i
. tuns fa Okkftd cg or St. Patrick's .
five orsix six -ounce glasses of what
as } t tt.luttt wtilch. Steam
yo type .
Da , One curious brew is Ch
Y etry
the brewery Is selling that day. Six
f .
Sotnettttt g bujblea.` It isill part of .. , Heec,. a gpidat cd glassful that
ounces, phooey. It seems mom like
t-
I
1
V
1
.
76 g
t
BREWPUBS CONTINUE TO CHUG ALONG
As the 1980s wind down, at least
one of the decade's trends is still
expanding: the establishment of
small breweries --particularly res-
taurant breweries --that produce
15,000 or fewer barrels of beer per
year.
There are now more than 100
U.S. brewpubs (restaurants where
beer is brewed and sold on -site)
and microbreweries (which distrib-
ute their beers}. By 1995, say some
industry experts, there could be as
many as 1,000 brewpubs and mi-
crobreweries—in effect a return to
the pre -Prohibition era, when more
than 3,000 small breweries flour-
ished in America.
And within the burgeoning
brewpub industry —which makes
up the lion's share of small -brewery
growth —there's a trend brewing
within a trend.
Westerin states in the early 1980s
began liberalizing brewing laws,
making brewpubs possible. The
new brewers typically were "young
guys, well-educated, who were
tired of being engineers, or assis-
tant managers. They liked the
glamour of the idea, the fun," says
Arnie Winograd, executive vice
president of Brewing Systems Inc.,
a consultant and equipment sup-
plier based in St. Petersburg, Fla.
' "However, today we're getting
many more professional restaura-
teurs who are looking —as the res-
taurant or chain of restaurants loses
its pizau—for methods of renew-
ing interest in their concepts," says
Winograd, a former Pabst execu-
tive.
Most of the little breweries are in
the West — about 35 in California
alone. But 26 states now permit
brewpubs, and brewpubs dot the
map from Iowa to Texas to Maine.
Why the proliferation? 'The in-
gredient cost of beer is under $40
for a 31-gallon barrel," Winograd
explains. "If you sell a 12-ounce
glass for $2, and you get 330 glasses
from a barrel, you're looking at a
$620 markup per barrel." Subtract
operating and equipment costs,
and taxes ($7 per barrel federally),
and brewpubs still can net a hand-
some profit
"The key is that you are a manu-
facturer who's able to sell at retail,"
says Winograd —and a manufac-
turer who doesn't have to fight for
shelf space.
Setting upL a brewery in an exist-
ing restaurant usually costs $80,000
to $200,000, while building a res-
taurant and brewery from swatch
usually costs $500,000 or more,
says Winograd-
About 10 ccomQarues in Germany,
England, Canada and the United
States make the mash kettles, fer-
menters, aging tanks and other
necessary equipment. But while
the markup is potentially high and
new brewpubs are springing up
across America, success is not guar-
anteed.
"It's not like frying an egg," says
Winograd of brewing beer. The
handful of brewpubs that have
failed, he says, "were not serious
about brewing beer. They thought
it was a simple thing to do and
required no technical skills.... Their
products didn't stand up to scru-
tiny.'
Another ingredient for success —
besides the barley malt, yeast, water
and hops used to make unique -as -
you -like beers —is food. "You still
have to serve good food, and you
still have to compete with the Ben-
nigan's and the T.G.I. Fridays," says
Winograd.
Imbibers are likely to be 25 to 50
years old, with some discretionary
income, who are in search of a
different taste. Winograd offers the
same advice long followed by fast-
food chains: Locate close to a com-
petitor and take his business if you
can.
'"The only problem in getting a
license is the normal bureaucracy
of state and federal government,'
says Winograd. On the state level,
'it's not too much different from
getting your initial beer -selling li-
.cerise. On the federal level, you're
getting the same license, essen-
tially, that the big breweries get
"Before the feds [the Alcohol,
Tobacco and Firearms division of
the U.S. Treasury) approve the li-
cense, the brewery has to be built.
You can get all the paperwork done
in advance, but ATF has to come
out and take a physical look at the
brewery,' notes Winograd. The li-
censing process is simple enough
that 50 percent of brewpub owners
do not need attoehelp, says
Winograd.
And while the little brewpub
Industry maybe growing ever more
professional, don't discount the ro-
mance of individuality, says Wino-
grad- - 6mr s"A"
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AR INIA I Y DEVELOPMENT PROJECT"
Lot Mamome
nt coat..
Claude H. LaRoche
1958-1960
Hilton of Canada, Montreal, Quebec
Queen Elizabeth hotel
Director of Sales.
1960-1963
Canadian Pacific Hotels, Quebec City, Quebec
Marketing and Sales.
1963-1965
Hilton of Canada, Montreal, Quebec
Director of Advertising.
1965-1967
Canadian Government, Department of Commerce
�i
Ottawa, Ontario
Liaison with Hotel and Travel Industry.
1967-1970
Loews Corporation, Hotel Division"
New. York, New York
Hotel`Development - Management - Marketing
Bahamas, London, Monte Carlo`t;
General Manager - Regency Hotel, New York.
1970-1971
V.P. Flagler International
Palm Beach, Florida
_-
Hotel Operations
Op
1971-1973
ITT SheratonCorporation`
Boston, Massachusetts
Regional, -Director, -:Thirteen Southern. States
Atlanta,' Georgia `- later South America, Caribbean,
.:•
and, Mexico - with offices in Miami Florida.
1973-1976
Triter -Continental Hotels
... w ...._.
New York; New York
Project Manager Montego Jamaica
General Manager- Mo tego Bap, -Jamaica
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VIRGINIA KEY DEVELOPMENT PROJECT
42 Management . cont.
Claude H. LaRoche
1916-1979 Consultant - Hotel Operations - Miami, Florida
Middle East - West Africa - Caribbean - Canada
South Florida.
1979-1986 Florida East Coast Properties
Miami, Florida
V.P. Development and Hotel/Property
Management/Operations
1982-1990 Co -Owner Bayside Seafood Restaurant and Gourmets Lunch.
Special Consultant to Karstan Institutional Realty Advisors
Owner's representative:
Bank of New York - Irving Trust - Bank of Tokyo
Security Pacific Bank - American Security Bank
International Brotherhood of Electrical Workers
Pension Fund - Involving Miami Center/Inter-Continental
Hotel mixed use project
Jay M. Tischenkel
Former CEO International chain of drug/sundry/duty-free shops
and restaurants.
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='41RGINIA KEY s MARINA
JIMENEZ IrAMERO
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VIRGINIA X9Y DEVELOPMENT PROJECT
6: C?p tiOnal Plan
Menu emphasis will be on high quality, freshly prepared American favorites
with a seafood orientation. Hearty sandwiches, fresh generous salads, specialty
soups, and daily features will add variety and support repeat business at moderate
prices. A wide selection of appetizers, finger foods, Cuban coffee, Espresso,
Cappuchino, and creative desserts will be offered.
Menu prices will range $8.50 to $18.00 for entrees, $4.50 to $7.50 for
appetizers. Other specialties from $5.00 to $8.00. Salads from $2.75 to $5.75.
#YSME HUT AND BREWER.
SUGGESTED FARE
SSIbESS
Steamed Vegetables of the Day
Black Beans
Rice
Pasta
Stuffed Potato
BASKETS & FINGER FOODS
Sliced Stroked Fish
Shrimp
Conch
Scallops
Calamari
Clam Strips
Fish Fingers
Chicken Fingers
Chicken Wings
Frogs Legs
Homemade Conch Fritters
SANDWICHES
SII E HUB' AND Bf2EWEUY
SUGGESTED FARE
Pork and Ham Pie
-ITA LY -
Stuffed Dread Roll:
Spinach
Mozzarella
Salami
Prosciutto
Combination
-SPAIN-
Tapas Platter, includes
Manchego Cheese, Chorizo and Air Cured Ham
-SWITZERLAND-
Air Cured Beef
Viande Grisson
GERMANY-
Veal Sausage
Liver Loaf
-SCANDINAVIA-
Gravlax
VIRGINIA KEY DEVELOPMENT PROJECT.
7. marketing
Bayside Hut & Brewery will operate as a high quality, casual and moderately
priced restaurant operation. The excellent following and existing customer bane
at Bayside Seafood will have a positive impact and enable the new restaurant
facilities to achieve higher than usual initial success and produce increased
sales volume earlier than projected. The restaurant/brewery will generate
considerable curiosity and appeal to attract a new and enlarged customer base.
The location of the operation is strong in terms of traffic in as much as
the existing restaurant has created a loyal following and most importantly
demographic support. The specific target audience is in abundance within the
trade area as evidenced by the success of the food and beverage outlets along
the Rickenbaker Causeway ... mainly The Rusty Pelican and Sundays On The:
Bay, with annual sales of $6,000,000 and $5,200,000 respectively.
The target audience for this concept are the 21 to 49 year old, middle to
upper income, single and married individuals. The target customer is considered'
the "Baby Boomer", and the late post war generation. This group is the best
educated generation in U.S. history and as a result are very sophisticated
=-
consumers. The demographics of the existing customer base are ideally suited
't
for this Restaurant/Brewery concept. The presence of a strong residential
e` '
community, heavy tourist supply and miles of attractive beaches as well as marine
t,
oriented activities will all contribute to a highly successful enterprise.
Furthermore the newness and' uniqueness in the market will generate<,
significant interest and publicity. This will be supported by a local media campaign
>r_
in appropriate print and radio outlets to enhance the natural curiosity and interest{
levels of potential customers.
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VIRGINIA KEY MARINA pI1OMT
7e Marketing coat.
The long term goal is to blend with a strong promotion and public relations
program geared at building and maintaining high concept awareness and generating
strong initial support. Quality food & beverages at reasonable prices, friendly
service and a pleasing fun atmosphere will sustain the needed business.
Promotional activities and events will be the key in maintaining the desired
frequency visit levels, excitement and fun attitude. Well designed and executed
promotions supported by media will improve soft days and day parts, build check
averages and sales traffic.
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V'IRGINIA REY MARINA PROJECT
at. Eifiancial Proforma .Projections
PROFORMA PROJECTIONS
(000 s) rounded
Gross Sales
Cost of Sales @ 35%
Payroll & Benefits @ 25%
Year 1 Year 2 Year 3*
$2,100 $3,200 $4,800
735 1,120 1,680
1,365 2,080 3,120
525 800 1,200
840 1,280 1,920
VIRGINIA KEY DEVELOPMENT PROJECT.
_9s Executive Summates
The Joint Venture is making a substantial cash contribution toward the
improvements of Virginia Key Marina to enhance the general area in accordance
with the Unified. Development Master Plan. We feel very confident this project
will meet the most stringent demands of the Development Order. We are prepared
to commit ourselves and move forward expeditiously to bring the project to fruition
within the shortest time frame possible. We anticipate a construction period
of between eight and nine months from start to finish and in operation.
Should there be any further issues which we may have inadvertently
DECLARA',�
Cesar H. Cdio
City Manager Submitted An 27 - -, 1990
City of Miami, Florida
. The undersigned, as proposer,
declares ' that the only persons
interested in this proposal are named herein , that no agreement other
person
e son
has any interest in this proposal or in
which the proposal pereains, that nti thisproposal
personisandadthatitthis
connection nor arrangement with y in good faith, and without
proposal is in every
respect Pair,
collusion or fraud.
The proposer further declares that he has complied in he hasryread pect
all
with all of the instructions to proposers, tha
addenda, if any and that he has satisfied himself fully with regard
to all matters and conditions with respect to the lease to which the
proposal pertains.
The proposer agrees, if this proposal is accepted, to execute an
appropriat e lease agreement for the purpose of establishing of Miami, �
e pr
contractual relationsrformanceip e ofhall orequirem&ntsP03er and e totwhich this
Florida, for the pe f
proposal pertains.
The proposer states that this proposal is based upon the proposal
documents and addenda, if any.
Bayside Hut & Brewery
partnership
Name of Firm[ Individual, or
t t Corpora`Ai,on
�.-SIL gnature
gnature Antonio R. Zamora
Rolf Gdtstner
Proposed Shareholder
President Title
it e
Bayside Seafood =1`
Virginia Key Marina 9'
Restaurant, Inc. Associates, Inc.
(A proposed Florida
corporation)
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ORGAN���'fldNAi.
In graphic form, p
rovide the organizational structure of the
development team indicating the contractor ore constproruction
professional consultants, general
manager, operational manager, and any s consultantis by name of
Firm or individual and areas of resp
Bayside Hut & Brewery Partnership
(A proposed Florida Partnership)
George Knox,-P.A.
Attorney
Bayside seafood ----
Restaurant, Inc.
A Florida Corporation
(Managing Partner)
.Jimenez & Camero, Architects
„I Virginia Key Associates, Inc i
A proposed Florida Corporation
(Capital Partner)
S
Shareholders:
harehblders:
Antonio R. Zamora 2.5%
Claude Laroche 50% Antonio R: Zamora, Jr. 2.5%
Rolf "Gerstner 50% Alberto Donnini 2.5%
2 5$
Antonio Jimenez
Note:
The other 40% will be open
for other investors or if
y`
need be will be subscribed
by the persons listed
above.
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Name:
Baysic a Hut & Brewery Partner ship (A proposed rlorida Partnershi_a)
Address for purposes of notice or other communication relating to
the proposal:
3501 Rickenbacker Causewa
Miami Florida 33149
Telephone No. 361-0808-
The proposer is a Sole Proprietorship ( ); Partnership (X )�
corporation ( or
In the event this entity is being formed -for the.
sole purpose of
t..
Virginia Key Basin Property
Unified Development
Project, provide
information on the firm(s)
and/or individual(s)
that comprise this
new entity on the attached
.Proposer" forms.Vk
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pANTNgRSNip STA7ZME_NT
If proposer is a partnership, answer the
followings
1. Date of Ot ganization_--To be l"Od
2, General Partnership (X )
Limited Partnership ( )
3. statement of Partnership recorded Yes ( ) No (x )
Date Book. age
County _...State _
4. Has the partnership done business in
the State of Florida?
Yes ( ) No ( x) When?
Where?
and share
of each general
5. Name, address, partnership
(If is a corporation
tand flimited
come
p f.
partner. partnership
page for corporation.)
General/
Address Share
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1 �c�nl $a ►ai dp Re�afnr�rl Rt�cta»rant
3,y501 R; �kenbacker
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Inc.
Miami, F1_ 33149 50% -
Ri rkpnhnckor _ -
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Associates, Inc.
Cswy.
Mi^mi F1a_111d9 50%
Sys
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6. Attach a complete copy of the Partnership Agreement. ,
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To be formed.'
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proposer, owner corporations of proposer, and any person or business
entity guaranteeing the performance.of the proposer swath standard
hall attach a
�amplete financial statement prepared in accordance
accounting principles, reflecting current financial condition. The
and
et
me
financial report shall include a balance vered byhethe tatementlmustobe
statement. The person or entity oo
prepared to substantiate all information shown.
Indicate which entities or persons shall be responsible for rinaneing
this project and demonstrate their track record for obtaining
financing of projects of similar magnitude and scope.
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2p;, Daplriinint of Ih�ury ret eslendat Vast 1060 at tar Vert beenning....... 0.......f lost, inlllao ..............� to ... • t
almi, e..12. .,.,.. ► Instructions are aabatata. Saa ases i far Paaarwork ftaduetlan Act Notice. �f
Chet:kIt11— Use CAR -RT-SORT**CR77
s Consoliditedreturn INS
e Pitaanel holding ca. label. T J 5 9- 2 e 9 O 7 0 3 8 912 SO? 5800 M
E Pelaonil setvlea whir* 8 A Y S 1 D E SEAFOOD RESTAURANT I N C if
eofp.(itdefined In please 3501 RICKENBACKER CAUSEWAY 025 S
Temp. pigs. fee. fUf FL 3 3 14 9
>t.�r--fee M p M I A M Y
-. Ai tell
g , Chick a kabte boxes: 0 Lj Initial return _(2)Lj Final return 3) U Change M address
Its trots retelpts or:sled._ .. _ _._.__ ___ 1, _ _I b Lou feturnt and allowancesl I I coil P.
2 Cott of goods sold and/or operations (Schedule A, line 7) . . . . . . . . . . . . .
3 Gross profit (line lc less line 2) . . . . . . . . . . . . . . . . . . . . . .
4 Dividends (Schedule C, line 19) . . . . . . . . . . . . . .
E8 Interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
8 6 Gross rents . . . . . . . . . . . . . . . . . . . . . . . . . . . .
7 Gross royalties . . . . . . . . . . . . . . . . . . . . . . . . . . .
8 Capital gain net Income (attach Schedule D (Form 1120)) . . . . . . . . . . .
9 Net gain or (loss) from Form 4797, Part 11, line 18 (attach Form 4797) . . . . . . . . .
10 Other Income (see instructions —attach schedule) . . . . . . . . . . . . . . .
11 Total Income —Add lines 3 through 10 . . . . . . . . . . . . . . . . . . ►
12 Compensation of of lacers (Schedule E, Iine 4) . . . . . . . . . .
1
13
13a Salaries and wages I b Less Jobs credit) I I t: Balance ►
14 Repairs 8 MA f rJ, rg 4 A a e.. . . . . . . . . . . . . . . . . . . .
1,
1
a
8
15 Bad debts . N. G. q#0 * ! . . . . . . . . . . . . . . . . . . . .
16 Rents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1
1
17 .Taxes . . .
18 Interest -.C*oipRrori R'D-Ga4rRGEh .
1
1
a
19 Contributions (see instructions for 10% limitation) .
20 Depreciation (attach Form 4562) . . . . . . . . . . . 2 8
21 Less depreciation claimed on Schedule A and elsewhere on retum . 121al
21
2
22 Depletion . /}
23 Advertising I M4) 'PI✓ . . . . . .
2
2
24 ; Pension, profit-sharing, etc., plans . . . . . . . . . . . . . . . . . . . . .
2
N25
0
Employee benefit programs . . . . . . . . . . . . . . . . . . . . . . .
26 : Other deductions (attach schedule) . . . . . . . . . . . . . . . .
27 Total deductions —Add lines 12 through 26. . . . . . . . . . . . . . ►
va
o'
28 Taxable income before net operating loss deduction and special deductions (line 11 less line 27) .
29 _ Less: a Net operating loss deduction (see instructions) . . . . . .
b Special deductions Schedule C. line 20 �29b
2
30 • Taxable income —Line 28 leis line 29c Wt . . . . . . . . . . . .
3
3
31 Total tax (Schedule J, line 10)
•320,
n
32 hymonts:a198lorerpaymenicreditedto19t19
b`1989 estimated tax payments 321;4_
e Less 1989 refund applied for on Form 4466 32 If !al ► 32d
IL
1 A
a Tax deposited with Form 7004 . . . . . . . . . . . . . 32e
f Credit from regulated Investment companies (attach Form 2439) . 32f
g Credit for Federal tax on fuels (attach Form 4136) : .. . . 32
33 Enter any penalty for underpayment of estimated tax —Check ► ❑ If Form 22201s attacheId.
34 Tax du"If the total of lines 31 and 33 Is larger than Iine 32h, enter amount owed . . .
rpsymant—lf line 32h larger than the total of lines 31 and 33, enter amount overpaid 36Enter amoun o! One 35 u went: redltedto 994ostimatod ts><► ltofund
Please
Sign' .
He
under penaitias of eclare that I w examined this return, Including accompanying schedules and statements, a
belief, it b true, tort a plets. ration of preparer (other than taxpayer) IsYasidpri ap Inrormatlon or WMPX
' signature of bilker Da IF Title
Prep#nt'tl
Poo Only
, rt tf, ''
DateDatehid
Check If
e.ia.n,
"'a name (or
yaws H sel4employed)
and address
'
E I. No. ►
ZIP code ►
4,9070A
'
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Specil Instructions)
91 - 276
e I
.� 12 0 U,S. corporation Income Tax Return
ter slander Vast lief N Us year ballnn9nl Y Y. i .... i.. Y.Y. i look andme ...... Y Y . # ....+
meertmont 61 me fireesury w1L U.0.6 ..r a At 616A I1ftr1VuA11%*A_
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A borw'ad'lw"lur'" fie 1. TJ 59-2290103 8812 ' S07 5800 M i
rPeraonalheUllnlee.O 0lh"BAYSIDE SCAFOOU RESTAUKANT INC
t personaleerrlee wiiser a
torp.(se dinned to pees 3 5 01 R I C KE N B AC K E R CAUSEWAY 023'S'
Temp. Rep. set. tint
1.441.4T—see edit MIAMI FL 33149
Inetrudlons - . 1 .
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IF To ne ToW sash Sins m eti ns.)
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Is Gross reteipti or ulul b less rsiurns Ind ellowantul I i e Bsl ►
2 Cost of goods sold end/or operations (Schedule A) . . . . . . . . . . . . .
3 Gross profit (line is less line 2) . . . . . . . . . . . . . . . . . . . . . .
d
4 Dividends (Schedule C, line 19) . . . . . . . . . . . . . . . . . . . . . .
!
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=
Interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Gross rents . . . . . . . . . . . . . . . . . . . . . . . . . . .
7 Gross royalties . . . . . . . . . . . . . . . . . . . .
8 Capital gain net income (attach separate Schedule D) . . . . . . . . . . . . . .
9. Net gain or (loss) from Form 4797, Part II, line 18 (attach Form 4797)
10 Other Income (see instructions —attach schedule).
8
121
123
1
N
0
0
12 Compensation of officers (Schedule E)
13a Salaries anwages •�� • b Less Jobs credit) I e Balance ►
14 Repairs . . . . . . . . . .
15 toad debts . X d' e. �F�%l<S.
16 Rents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
17 Taxes . . . .
18 Interest AII�K. S. 6^00e4_.4pervr4 fAP .Ci>•i1,C61 _* . . . , .
19 Contributions (see Instructions for 10% limitation) . . . . . . . �.
20 Depreciation (attach Form 4562) 2 y k,i _ S
Less depreciation claimed In Schedule A and elsewhere on return .
22 Depletion . . . . . . . . . . . . . . . . . . ... . . . . . . . .
Advertising . . . . . . . . . . . . . . . . . . . . . . . . . .
24 Pension, profit-sharing, etc., plans . . . . . . . . . . . . . . . . . . . . .
25 Employee benefit programs . . . . . . . . . . . . . . . . . . . . . .
26 Other deductions (attach schedule) . . . . . . . . . . . . . . . . . .
27 Total deductions —Add lines 12 through 26 and enter here. . . . . . . . . . . ►
28 Taxable Income before net operating loss deduction and special deductions (line 11 less line 27) .
29 Less: a Net operating loss deduction (see Instructions) . . V j aki
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13c
14
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16
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1
18
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19
216
��•
22
23
24
25
2
27
28
30 Taxable Income (line 28 less line 29c) . . . . . .
31 Total tax (Schedule J) •• • . • • • • • • •
31
,
M
32 Paymonb:a 1987 owrpeyment credited to 1988
32al
II
,u
b 1988 estimated tax payments
32b
c Lou 1988 refund applied for on Form 4466
32c
d iel ►
32d
CL
a Tax deposited with Form 7004 . . . . . . . . . . . . .
32e
f Credit from regulated Investment companies (attach Form 2439)
g Credit for Federal tax on fuels (attach Form 4136) . . . . .
32a
32h
a
�
33 Enter any penalty for underpayment of estimated tax —check ► (] if Form 2220Is attached
33
34 Tax duet —If the total of lines 31 and 33 is larger than line 32h, enter amount owed .
35 Overpayment —If line 32h is larger than the total of lines 31 and 33, enter amount overpaid .
36 Enter
amount of line 35 vou w b Credits to 1919 estimated Us ► I Refunded ►
36
Under ptnaltles of I deelare t I have examined this return, Including accompanying sdwdulaas and statemenft and to the best of my knowledge
Information has any knowledge.
and
Pleasebelief.
tt b trw, r d ale t)adsration of preparsr (other than taxpayer) Is based on al of which propmer
Sign
h 3If.,, rREFf. _
Hero
' Signature of oilier Date ' Title
Preparer's
C•b
psar'S social security number
Paid
signature
'
Chick"
last(•errt
IPM
a'fsPifit'1
Use Only
Flrnl'sname (or '
yethra q seN•empk►yed)
GI.Na ►
•nd addrns
ZIP code ►
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91- 276
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,PERSONAL FINANCIAL STATEMENT
March 23, 1990
Claude H. LaRoche
490 NE 91st Street
Miami Shores, Florida, 33138=3151
ASSETS
Cash
CDs,
Receivables
Marketable Securities
Partnership Interests
Bayside Seafood Restaurant Inc.
Marnil Inc.
Automobile: 1897. Buick Regal
Real Estate . Holdings
Personal Property including artwork,jewelry,
furniture, etc.
$1500000
10,000
$ 31,000
10,000
14,000
10,500
16 ON
6,500
161,000
85,000
$489,000
PERSONAL FINANCIAL STATEMENT
„s A,
PERS014AL FINANCIAL STATEMENT.
MARCH 2.1., i
JAY M. TISOHENKEL
MIAMI, FLORIDA
A S S E T S
Cash $ 311,000
Marketable Securities 4900000
Limited partnership, Miami Foods, Ltd. 1001000
Automobiles, 1986 300ZXO 1585 Cad. Deville 18,000
Personal Property, incl. Jewelry & Furnishings 150,000
TOTAL ASSETS $1,069,000
L I A B I L I T I E S
TONIO. R.._ 2"ORA
i.cash
(a) prudential Bache (IRAs) 22,000.00
(b) Capital Bank (Money market) 147,oOO.00
(c) Misc. accounts & cash in hand 5,000,00
$174,000.00
2. Life Insurance
Various term and accidental
death policies +- $500,000.00 N/A
x
3. Real Estate
(a) home: 1840 So. Miami Ave., Miami, Fla.
300r000.00
'.
(b) 12% interest in.Ltd. partnerships
owning buildings and land at 89th St.,
& 117th Ave., S.W.
50,000.00
' (c) 2.5% interest on property located at
N.W. 12th St., & 122nd Ave.
(Imperial Lake)
300t000.00
(d)_ 25% interest on property located at
r
1313 Coral Way, Miami (office bldg.
y:
& three 3 duplexes).
( )
100,000.00
(e) mortgage on property located at 107th
Avenue and Kendall Drive
115,000.00
$8658000.00
4. Ron -Marketable Securities
'
(a) 800 shares of Corporate Services, Inc.
10,000.00
},
(b) 500,,shares of Corporate Title & Closing
Agents, Inc.
50,000.00
(c) 800 shares of ICG Realty, Inc.
100,000.00:h
(d) 1,500 shares of ILR Realty, Inc.
100,000.00
(e) 666.67 shares of Virginia Key Marina
200,000.00
$370, 000.00
A;
r-. r
5.: �artner,�ghie Interest
k�
Law practice account receivables,A,
F.• � 1�
furniture & equipment, good will
$1000000.00
�.: 4
.
• •
of ,c
s
1
a
-14
(a) 1987 Taurus Station Wagon 7,000.00
(b) 1987 Victory 33' boat 550000.00
(0) Furniture, jewelry, etc. 50._O00'.00..
$112,000.00
TCTAL_A8OST81 $11611t000.00
i. �taal .8state_ Mortgages
(a)_1840 So Miami Ave (1st mortgage)
2. other Liabilitieso
(a) Car loan
(b) Boat loan
(c) Notes payable
(d) Misc. credit cards
TOTAL LIABILITIES: $287,500.00 .
$187,000.00
5,500.00
45,000.00
40,000.00
10.000.00
$100,500.00
PROPOSER#_S-EXPERIENCE ..
Describe in detail the duration and extent of your business experience
With restaurant facilities, marine related. facilities and other
commercial development, Also, state in detail the names and pertinent
experience of the persons who will be directly involved in development
of this project and operational management of the facilities. List
the names and locations of currently owned or managed facilities and
your percentage ownership, and any such facilities currently managed
by you.
In addition, please include photographs or other illustrative material
depicting projects that will demonstrate your ability to complete a
quality development. The name and _address should be given for each
project identified as well as persons familiar with the development
who will respond to inquiries from the City. You should also identify
your specific role In each project.
Please see accompanying introductory
narrative.
�Y
7
z
;.
rr
2 7 t
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aFb
$`
A
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plopOS N'B AUESTIONtlAi_�i�
Suroty In formation
Has any surety or bonding company ever been required to perform upon
your default? Yes ( ) No (X )
' jf.yes, attach a statement naming the surety or bonding company, date,
said default and
amount of bond, and the circumstances surrounding
performance.
Bankruptcy Information
Have you ever been declared bankrupt? Yes ( } No ( x)
If yes, state date, court jurisdiction, amount of liabilities, and
amount of assets.'
Pending Litigation
Provide attached sheets detailing information regarding pending
in the
litigation, liens, or claims involving any participant
proposal.
4`
f
NONE
-
Y!
,'�`�-k..17i�.fd
W'�t�Milo
PROPO RR .*S FINANCIAL RRR'RRRNCES
List three banks or mortgage companies with whom
business transactions during the past 'three years.
the rererenees named are to have knowledge of
history.
you have conducted
At least two or
.your debt payment _
Re re renee No.
Robert Johann
Bank of Coral Gables
vice President
2701 Ponce De Leon Blvd.
• c
Coral Gables Florida
s
Name:
Firm:
Title:
Address:
Telephone: 441-9000 `
Description of business transactions. I£ loan, give date, amount,
type, repayment history and other comments.
Reference No. 2
pROpOSER`3 piNANCjA4 REpERENCES_CONT.6
Re Perenoe___NO..--3
Name: sergio
Firm: -.-Capital Bank
Title: vice President
Address: 895 N.W. 37th Avenue
Miamij, Florida 33125
g
Telephone: 642-1104
Description of business transactions. it loan, give date, amount,
type, repayment history and other comments.
•
•
2,:
F. ,
V%
1 -
•
i� ',� f _fit
1
1
"
II-10c
•
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rf
-
- i�yz!
¢ t
ri
*7
1
T _
YS
PRO O R `3 pR0-JECT_ REFEREncG�
List, three persons or Firms
during the pest three years6
with whom you have oomPle.ted prOJOcts
Reterenoe_ Noj_._1
■
Name: nl a eo rr-fai' fEl ij.,^OtCln"`nV I ng, i nfrn ttirl•nrM narraf•i up
Firm:
Title:
Address:
Telephone:
Nature and magnitude or business association:
5:..
Reterenee No. 2
Name:
a
Firm:
Titie: '
Address: -1
-
r3
Telephone:
i�.
Nature -and magnitude of business association:-
X.
ry,
m
th
G 7
4
r
r
r
1
N
7
.
..
.9
d
..
pRopOSSN �S_ pRor_ESSIONAL CONSUI.T� AN
If more than one firm is t0 be then involved
separate farmVs�hall
professional. consulting services
be completed for each firm. professional consultants shall
be licensed to practice in the State of Florida,
Names, address and telephone number of professional consulting
— firm.
Jimenez & Cameror Architects
Name
2000 So. Dixie Hwy. #214_
Street Address
(Same)
Mailing Address
Miami, Florida 33133
City, State, Zip Code
(305) 854-2499 _—
Telephone Number
Professional discipline
(i.e. architecture, landscape architecture,
registration"
engineering, etc.) and
State of Florida professional
number`
8340
Ar�hitec-t-
Registration Number
Discipline
8369
Architect
Registration Number
Discipline
Registration Number
iscipline
Names of principals
and their titles who will be chiefly
responsible for the design and engineering of the Virginia Key
Basin Project..
_
President
;
'- Jose A. Jimenez
Title
Name
t,
Vice President
Jose..S. Camero
Title
ame
amen,
Title
11-13
" " 71t
"x
t
J-
+ 11 q I '.:. �• �I rl. 1.
�+�(,�r
„}illlli�7�/6iI
�
�. c as :, rig tdd L pw
_ i
Established- g91#� 9 S-88
.
.fir
JIMENEZ' CAMERO, ARCHITECTS...
ti- r,
-
„v _
2000 S." >�ixie 'highway .
am A
Suite '� 4
4: Speaty type Of ownership en'checlE below, it applipDler
try'r }}n li
_�
a4
rk
Miami,• ;Florida 33133..
Professional Association
VD0 q.,
r EngiArchitect-neer
R. Small usin (MINORITY OtiANEi3
, .
iF t
Lh }
i and F�slated Services
tluestionnaire
la. Submittal is for 0 Parent Company 0 Branch
or Subsidiary Office
S. Small Disadvantaged Business
y
•
C. W Business Woman -owned
ek
+j r
w F
.. p~ Jany.*,
5 r'tVame of Parent Com an . if an :
5a. Former Parent Company Names , if any, and Years Established:
p y ` L
;;N/A
I
fi. _Karnes of :not more than Two; Principals to Contact Title /'Telephone
i) Jose A. JimenezPresident" / (305) 854--2499
>�I
2) dose S.. Camero, Vice -President / (305) 854-2499
_
7. 'Present Offices= City / State /Telephone / No. Personnel Each Office
7a. Total Personnel 7
Coconut Grove (Miami) / Florida / (305)
854-2499 / 7
e. Personnel by Discipline: (List each person only once, by primary function.)
'Administrative Electrical Engineers
Oceanographers _Z Tn rn Architects
Architects Estimators
Planners: Urban/Regional _L Clerical
Chemical Engineers Geologists
Sanitary Engineers
Civil Engineers Hydrologists
Soils Engineers
`. Construction Inspectors 1 Interior Designers
Specification Writers.
Draftsmen Landscape Architects
Structural Engineers
Ecologists Mechanical Engineers
Surveyors `
Economists Mining Engineers
i
Transportation Engineers
.
r
9. Summary of Professional Services Fees
Ranges of Professional Services trees
Received: Insert' index number Last 5 Years
( )
(most recent year first)
t_ Less than: StAO,00rf
19 8 7 19�fi__
19 g 19 13 4 19_
2 ssoaaoa to s2saaoo
I SZ50 Oft to SSoo ooa
ire, Federal contract work; including overseas none none
5
none none none
4 4 3
4. ssw000 to, st million
$
All other domestic work . ..
'' ' none none
none none none
s i� o ice.;awrion
_
to StotL
I
,
..
Ah other foreign work
tt: SIG mutt or
�n7
intnruclar! in=fnrainrs wnA- hest urithroit 4 f P.XnP.rtPnnc�
i i .h
grea[et
F
1
I'0
_�"y_'vif x`•sj�uf.h.
S. `..:, „'"wv:{Tp++r..7 fi'n,::':.. �.
�'M.,
u.:fi"aA`..-cKVF«a-R:.Yt'!h.`'r'.,Y^.e'P7srt$::fl� .,bf.•�;§t 134 in;ry .aY!Yn.\
�t 7 -~
r-i
k' 4 t
t�
r+
,
f
f
F
I
I.
i
i
ilr
�
I�
f
s erolt%�t cxa ace, LQa�' b Ycua
.
Profile Number of Total Gross fees
,..
Profile Number of
Total Gross Fees Profile
Number of Totat Gross Pees
...:
�Otle Projects (in thousands).
Code Projects
(in thousands) ` Code
Projects (in thousands)
1) 017 14 201030 ''
11) 079 1
113)
500 21)
2) 027 11 1,775;
12)688 1
1,750 )
3) 039 3 4<,167
113 2
2,525 23)
4). 0.4 6 . _ -, 2 1, 3 8 3
14)
24)
`5) 048 3 151150
15)
25)
6) 049 1 3'r 000 -
118)
16)
26)
7) 050 8 101
17)
27)
8) 052 1 2, 500
28)
9) 055 15 2 990
19)
29)
10) 072 6 25, 267 '
20)
30)
11 Project Examples, Last 5 Years
c"V+S
Profile
SIP", $SCSI,
Cost of Viork
Data
(Acwal or
Code
"N", or "IE"
project Name and Location
Owner Name and Address
(in thousands)
edt
017
P
1`Sunset Station Plaza
Stortford, N.V.
5,000
12/83
072
S.W. 59 Place & Sunset Drive
5975 Sunset Drive, #801
039
S. Miami, Florida
S. Miami, FL 33143
017
P
2 7-Eleven Stores
Southland Corporation
1,416
10/87
046
South Florida Region
1700 University Drive, #302
(118)_ sites
Coral Springs, FL 33065
039
P
3 Caribe Condominium
Caribe Group
7,000
6/84
017
79th Street Causeway
5975 Sunset Drive, #801
050
N.-Bay Village, Florida
S. Miami, FL 33143
017
P
4 Market Basket
Chest Investment
1,350
6/i
046
79 Ave. & S.W. 8th St.
400 Miracle Mile
Miami, Florida
Coral Gables, FL 33146
039
P
5.Agro-Tech Office Park
Agro-Tech Office Park
072
S.W. 117 Ave. & 89 St.
8900 S.W. 117 Avenue
Miami, Florida
Miami, FL 33186
048
IE
6 Parkway General Hospital
A.M.I. International
6,50E
N. Miami Beach, Florida
Los Angeles, California
048
':'IE
7`Hialeah `Hospital,
Hialeah Hospital
8,500
..;`
651 E. 25 Street
Hialeah,'Florida'
651 E. 25 Street
Hialeah, Florida 33010
LN
— .. . �,BR� UM6lR9 Plleltlelq� aK. i i
,.
u»
�nurge ring°�urpuia�ior�
aurge.L Tini
11.7 Avenue =& `89 nZtreet
8900 S.W. 117 -Avenue
Frst:=Floor
Miami, FL 33186
Miami '' :Florida
050
P
_, ,
g The Cluster
Kenpal N.W.
1,500
10/84
S WA 64 Ct. & Kendall Drive
5975 Sunset Drive, #801
S. Miami, Florida
S. Miami, FL 3 143
0 7
P
Edward's Restaurant
Eduardo Freitas
300
2/85
U.S: 1 & S.W. 99th Avenue
4805 Riviera Drive
S Miami, ' Florida
Coral Gables, FL" 33146
050
P
Gardens of Homestead
Hal White
11501
3,000
11/87
Homestead'Florida
Venera Avenue, #225
Coral Gables, FL 33146
027
P
12The Comedy Shop
Bob Holland
150
100,
Miami`Beach, Florida
1207 Drexel Avenue, #12
Miami Beach, FL 33139
017
P
13Pet Palace
Humberto Sains
100
9/85
Sunset Drive & 97 Avenue',
1501 N.E.-183_St.
Miami, Florida
N. Miami Beach, FL 33160
017
P
University Shopping Center -North
Figueredo Center LTD
6,000
2/88
S.W. 107th Avenue & 16 Street
3191 Coral Way
Miami, Florida
Miami, Florida 33145
017
P
15Wometco Theaters
Wometco
1,000
8M'
University Shopping Center -South
3195 Ponce de Leon Blvd.
S.W. 107 Ave. & 16 St.
Coral Gabels, FL 33146
Miami Florida
072
p
16Agro Tech Phase II
Agro Tech Office Park
600
6
S.W. 117 Avenue & 89-Street
8900 S.W. 117 Avenue
Miami, Florida
Miami, FL 33186
017
P
17Discount<Auto Parts
Discount Auto Parts
ISO
1985`
30050 S. Dixie Highway
P.O. Box 8080
Miami, Florida
Lakeland, Florida 33802
113
P
18Kreepy Krauly U.S.A.
Kreepy Krauly U.S.A.
400
7/86
Sunrise, Florida
1660 N.W. 65 Avenue, #4
Plantation, FL
,017
•P
19University Shopping Center -South
Salman Realty, Trustee
50000
2 87
S.W. 1107.. Avenue & 16 Street
3191 Coral way, #401
Miami, Florida
Miami, Florida -33145
�•� � � ..� - .:�. .. � 'c^Tsi,'.ti All IA 41 SI�AI�iye,� n, ':.. .
l'!.,,
Mai -
-..tet --.:ra--rel..r-ent
��, Uu4.
Biscayne: Blvd:` & 179th
P.O.`"Box 450249
N°.'Miami. Beach, Florida
Miami, FL 33145-0249
�17
P
s;Plaza
40i
2t86o
Biscayne, Blvd.,
P.O. Box 450249
N,.;Mi.ami,,Florida,
Miami,' FL 33145-0249
A55 .'
=. P
23Coco's Tropical Cafe,
Coco's Tropical Cafe
25G
10�f S6
027
.2740,S.W..27 Avenue
2740 S.W. 27 Avenue
Miami,_ Florida
Miami, FL 33133
The, Clinic at Villa Regina
Interterra Development
300
655
Brickell Avenue
P.O. Box 450249
Miami, Florida
Miami, FL 33145-0249
050
P
25Mr.,'& Mrs. Ramon Ortega
Chango Internatioal Prod.
750
I
Casuarina Concourse
905_Bayshore Drive
Gables Estates, Florida
Miami, FL 33131
049
P
Wellesly,Inn Hotel
Wellesly Group
3,OOG
5/88
N.W. 7 St. & 74 Ave.
1200 N. Federal Hwy.
Miami, Florida
Boca Raton, FL 33432
079
P
Phillips Petroleum
Phillips 66 Company
500
3/87
Hialeah, Florida
P.O. Box 4833
Atlanta, GA 30302
055
P
28Futura Realty Offices
Intermark
300-
4/816
7200 N.W. 7 St.
7200 N.W. 7 St.
Miami, Florida
Miami, FL 33136
055
P
29Terrabank Branch (Temporary)
Terrabank
250
120
S.W..107 Ave. & 16 St.
3191 Coral Way
Miami, Florida
Miami, FL 33145
055
P
30Terrabank Branch
Terrabank
400
10/8
S.W. 107 Avenue & 16 St.
3191-Coral Way
Miami, Florida
Miami, FL 33145
027
P.
Latin American Cafeteria
Bayside Latin American
400
3/g7
At Bayside, Biscayne Blvd.
3191 Coral Way, #401
Downtown, Miami, Florida
Miami, FL 33145
:055
P
32 Carlos Salman Realty Offices
Carlos Salman Realtyy
150.
7/86 �
�►
3191.Coral Way, Fourth Floor
3191 Coral Way, #401
Miami, FL...
Miami, FL 33145
I-
��,'�`��kt'3.�� �` i�r,.._."� , .,. .. �_Sc.r .....: ... _. _P. s._r �...�tiu� s_u,.n ,.. .., �.,, ..dT1_ .. .._ _:A. ._ ..., 'J, p+1., x. <_ , .. _. -. _ ,�-- ��•�y,
r Z-
027 P"
'' El Grande Cafeteria Mr.:Armando Vicente
1801 Coral -Way
ISO
fl55
at'Bayside _
Downtown..Miami,..Florida Miami, FL 33145 _
050
p`
Housing, for the Elderly (HUD)
Sweetwater VOA Elderly Housing
1,500
6f87
E
'
N W.;,5, St. & -108 Avenue
3813 N. Causeway Blvd.
µ
Sweetwater, _.Florida ... --..
Metairie, LA 70002
P
5 University Banquet Hall
Latin American Cafeteria
90
9f87
Sunset:Drive & 97th
9485.Sunset Drive, #250
S,Miami FL
Miami, FL 33173
027
p
36 Bakery Shop at Bayside.
Carlos Salman Realty
150
3/87
055
Biscayne Blvd.-
3191 Coral Way
Downtown Miami, Florida
Miami, FL 33145
027
p
37 Latin American Deli at Bayside
Carlos Salman Realty
100
055
Biscayne Blvd.
3191Coral Way
-Downtown Miami, Florida
Miami, FL 33145
027
P
Latin American Cafeteria
Carlos Salman Realty
250
3l87
055
Bayside
3191 Coral Way
Downtown Miami, Florida
Miami, FL 33145
017
P
U-Stop Convenience Store
Alfredo Elias
40G
11/87
10020 S.W. 39 Terrace
10020 S.W. 39 Ter.
Miami', Florida
Miami, FL 33165
052
24
Sparkle Ice Plant
Circle K
2,500
2%98
Davie, Florida
4191 N. SR 7
Lauderdale Lakes, FL 33166
050
P
41 Caribe Homes Development
Caribe Realty, Inca
100
1
Kendall & 147th
5975 S.W. Sunset Drive
Miami, Florida
S. Miami, FL 33143
017-
P
4Z Electronics Store
Mrs. Olga Bonilla
100
12/87
University Shopping Center
1595 S.W. 107 Avenue
S.W. 107 Ave. & 16 St.
Miami, FL 33165
Miami Florida
055
P
43 Terrabank 3rd Floor
319.1 Coral Way
Terrabank
3191 Coral Way
500
7/87
Miami, Florida
Miami, FL 33145
055_
p
44 Soto, Arango, Granda, Zamora,P.
Soto, Arango, Granada & Zamora 250
11,f87
072
1313 Coral Way
1313 Coral Way
Miami, Florida
Miami, FL .33145
� r �",� .'''afar'§+., i ,rta,� a '� �` l'� i;.. +`•iii;3.a�^tr� �.;t. SW:s�-vW'� , .. .. :.t.17
n
r�r;4..,...•-.,,�
S.W. 107 Ave. & 16 St.
3191 Coral Way _
Miami, FL - -
Miami, FL 33145
a27
P
6 Latin American Cafeteria
Latin American Cafeteria
250
2192
S.W. 107 Ave. & 16 St.
3191 Coral Way
Miami, Florida
Miami, FL 33145
027
P
7 Food' Court"At..University
Salman Realty, Trustee
150
11/87
055
Shop ping'Center-South
3191 Coral Way
07 .Ave. & 16 St.
Miami, FL 33145
017
P
Eckerd Drugs
Jack Eckerd Corporation
400
3/88
Univ. Shopping Center -North
8333 Bryan Dairy Rd., #468.9
107 -Ave. & 16 St.
Clearwater, FL 34618
Miami _Florida
017
P
Publix at Univ.Shp. - North
Figueredo Center LTD
107 Ave. & 16 St.
3191 Coral Way
Miami, Florida
Miami, FL 33145
113
P
50 Intermark - Parcels A, B, C, D
Intermark
4,250
5/88
072
& E
7200 N.W. 7 St.
N.W. 72 Ave. & 7 St.
Miami, FL 33126
Miami, Florida
050
P
Dr. Salomon Monserrate
Dr. Salomon ronserrate
1,Goo
2/88
Orange County
Calle Sergio Cuevas #539-A
Florida
Hato Rey, Puerto Rico 00955
050
P
52_Guillermo Garcia (Res.)
Guillermo Carcia
750
5188
-Dorado Beach Hotel
G.P.O. Box 3969
Dorado, Puerto Rico
San Juan, Puerto Rico 00932
54
1 ��►
ze-
.12. The foregoing is a statement of facts
Date:
Signature- Typed Name and Title: Jose S. Camera, Vice -Prey.
9-8-88
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tHOPOSE `5 _PRO ESS_IONAL CQNBUL?ANTS _CON' .
Name sI addresses and telephone number or other design and
enginnorina subnonsultants who will have a major role in designing
the Virginia'Key Basin Project.
acne or FIrM
"- 03
Street Address
835-Sunset -Drive--Suite 03
Mail ng ,Address
_Miami Florida_331.73
City, State, Zip Code
596-0707 ,
elephone Number
a
EXPERIENCE OF PROPOSSR`5 pROPESSIONAL CONSULTANTS
NOTE: If more than one firm is to be involved in providing
professional consulting services then a separate form shall
be oompleted for each firm.
Describe in detail the extent of your experience with special
emphasis upon A&E• experience related to restaurant and marine -
related facilities development of similar magnitude and scope- as
the proposed Virginia Key Basin Project. r Also, state in detail
the names and pertinent experience of the principals who will be
directly involved in the project.
In addition, please include photographs or, other illustrative
material depicting projects that will demonstrate your
qualifications to design a quality development for the project.
The name and address should be given for each project identified
as well as for persons familiar with the development who could
respond to inquiries from the City. You should also identify your
specific role in each project.
The firm of Jimenez & Camero has been involved in the design
of various types of restaurants and marina related facilities.
Antonio Jimenez was project architect for "The Falls" shopping
center in which four major restaurants were part of the overall
development. "The Coaster" restaurant was designed directly over
the water theme of the center. "The Old Fish Market" and "T.G.I.
Fridays" were designed at the water's edge. The fourth restaurant
was • "The Vines".
Other restaurant projects include the "Foxfire Inn", in Ocala.
"Edward's Restaurant" in Kendall, "Coco's Tropical Cafe" in
Coconut Grove and several Latin American Cafeterias.
As`far as marine related facilities the firm of Jimenez &
Camero is the architect of record of Virginia Key Marina. The
firm was also involved in the Miami Marine'Merchandise Mart, a
marina commercial and hotel development of approximately
1#000,000 square feet. Another project is the "Islander Villas
& Marina" of Tavernier, Florida.
_ NO'
If more than one firm is to be involved in providing
professional consulting services then a separate Form shall
be completed for each firm.
List two persons or firms for whom you have completed projects
during the past three years.
Reference_ No. 1
Name: Georcle F Knox
e
Firm: Lon & Knox
Title: Member.
Address: 4770 Biscayne Blvd, Suite 1460':
Miami, Florida 33137
Telephone: 576-7777
Nature and magnitude of business association:
Attorney representing ro oser.
Reference No: 2
Name
Firm:
Title:
Address:
Telephone:
Nature and magnitude of business association:
1 #fix
I'
QUALIFICATIONS BRIEF
GEORGE ?.- KNOX
EMPLOYMENT HISTORY
July 1984
� Presents
Member. LONG & KNOX (Not a Partnership or Professional
Association)
Litigation; Administrative Law; Specialize in Public
Finance, Land Use & Local Government; Special Counsel
to the City of Miami Beach; Co -Underwriters Counsel &
Co -Bond Counsel in transactions exceeding $400M in
1988/89; Special Counsel to the City Riviera Beach;
a+`
advice and counsel provided to corporations regarding
-
EPA standards and compliance; advice to local govern-
ment res water resource management and disposal,
-
especially in connection with Miami River clean-up and
i
City of Miami stormwater removal program; civil trial
practice including wrongful death and personal injury
cases, complex real estate transactions.
June 1982
- July 1984:
Partner, PAUL, LANDY, BEILEY HARPER, P.A.
Oct. 1976
- June 1982:
Aug. 1980
- May 1982:
Duties included general corporate; counsel to Hialeah
Redevelopment Agency; Co -Underwriters Counsel to Dade
County Public Public Schools; 1983 Tax Anticipation
Notes Issue ($60 million); Special Counsel to City of
Miami.
City Attorney and Director of Law Department, CITY
OF MIAMI, FLORIDA
General Counsel of municipality with population of
357,000.
Legal advisor to City Commission; responsible for
all civil litigation involving City including torts,
condemnation and general litigation.
Supervisor of approximately 40 persons, including
13 attorneys.
Supervised outside counsel on labor and EEOC matters,
and co-ordinated with Bond Counsel on such special
issues as the Miami Convention Center (Knight Center).
Lecturer, Nova University Center for the Study of
Law, Fort Lauderdale
Local Government Law.
dan. 1978
May 1980: Lecturer, University of Miami School of Law, Coral
Gables, Florida
State and Local Government Law.
-Aug. 1975
Oct. 1976: Assistant professor of Law, University of Arkansas,
Fayetteville, Arkansas
Courses taught - Real and personal Property; Land
Finance and Development; State and Local Government.
Jan. 1974
- July 1975: Assistant City Attorney, City of Miami, Florida
Primary duties included preparation and approval of
all municipal contracts; revision of standard forms;
Affirmative Action activities; litigation.
Sept. 1973 `=
Aug. 1974: Lecturer, University of Miami School of Business:
Administration
Taught courses in Business Law to undergraduate 3
students.
PROFESSIONAL MEMBERSHIPS
° The Florida bar - 1973
Chairman Local Government Section, 1980- 81
Local'Government Liaison Committee
Travel Programs Committee
° National Institute of Municipal Law Officers (NIMLO)
Board of Trustees, 1976-1982
° U.S. District Court, Southern District of Florida
° U.S. Court of Appeals for Fifth Circuit
° U.S. Supreme Court
° District of Columbia Bar
° American Bar Association
° National Bar Association
° Association of American Law Schools
° Black Lawyers' Association i
° Florida League of Cities
° Association of American Trial Lawyers
Academy of Florida Trial Lawyers
C
11
CURRENT CIVIC ACTIVITIES
" Chairman, Miami Sports & Exhibition Authority
° Member, Greater Miami Chamber of Commerce
Board of Governors
Member# Florida Memorial College Center of
Excellence
° Board of Directors, YMCA of Greater Miami
Trustee, Miami Book Fair International
Member, The Miami Coalition for a Drug
Free Community
Member, Parent Resource Center of Dade County
Member, New World Center Foundation
Member, Greater Miami Tennis Patrons Foundation
Trustee, Miami Coalition for Care to the Homeless
Member, Dade County Fair Campaign Practices
Committee
° Member, Board of Directors, Greater Miami Convention
& Visitors Bureau
PUBLICATIONS
The Barrister, (A University of Miami Law School
Publication), Law and Psychiatry, 1973
'
The Use of Quotas as an Interim Remed for Past
i
Discrimination, NIMLO Annual Meeting,
`
October, 1974
-
The Black Attorney in Legal Education, Symposium
on the Black Attorney In Arkansas Today,
April, 1976
Why We Need Cities, NIMLO, October, 1976
Open Meeting Laws and the Attorney/Client Privilege,
' NIMLO, October, 1977
Municipal Regulation of "Adult Entertainment - The
;;-
Game Without Rules?", Nova Law Journal, 1979
"Your Law", Florida Bar Publication
Abolition of Sovereign Immunity by Constitutional
Amendment Proposed in Florida, The Municipal
Attorney, July, 1978
Government Liability - The Defendant's Viewpoint,
Academy of Florida Trial Lawyers' Annual
Convention, October, 1979
EDUCATION
1966 Michigan State University
East Lansing, Michigan
B.S. (Zoology)
1973 University of Miami School of Law
Coral Gables, Florida
Juris Doctor Degree
9t-
27
i
1 80f SRR'S _GENE_RAL COMA "TO-0--CONSTRUCTION MANAGER
Name, address and telephone number of general contractor or
oonstruotion- manager:
Jimenez & Ca ero Archite is
Name
2000 So. Dixie Hwy.,
Me Address
(Same)_
Mailing Address
Miami, Florida 33133
City, State, Zip Code
(305) 854-2499`
Telephone Number {'
t
General Contractor License No.:
General Contractor to be selected
at a later date.
Specify:
State.of Florida/County
VI
. .... ... ... I I-17 `
.. yet � �r::�•.,.
e
Describe in detail the duration and extent of your experience with
special emphasis upon experience related to restaurant and marine;
related commercial facilities developments of similar magnitude
and scope. as the proposed Virginia Key Basin Project. Also,
state in detail the names and pertinent experience of the
principals who will be —directly involved in the project.
In addition, please also include photographs or other illustrative
material depicting projects that will demonstrate your
qualifications to construct a quality development for the -Virginia,
Key Basin•Project. The name and address should be given for
each project identified as well as for persons familiar with the
development who could respond to inquiries from the City. You
should also identify your specific role in each project.
please refer to Jimenez & Camero, Architects references.
II-18
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PR2POSSR.'S —CONTRAM-4--oft CON$ Cnom _Q11taxio N'M kI R P.
. ---QERERAL TRI�. -A&MAgER,
Surety Informs ti on
Has any surety or bonding company ever been required to perform
upon your default? Yes No ( X
If yeal attach a statement naming the surety or bonding company,
date amount of bond, and the circumstances surrounding said
default and performance.
Bankruptcy Information
Have you ever been declared bankrupt? Yes No (x
If Yes, state date, court jurisdiction, amount or liabilities, and
amount or assets.
Pending Litigation
Provide attached sheets detailing information regarding pending
litigation, liens, or claims involving any participant in the
submission.
NONE
V*k
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X
91 2 7-6
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. . . . . . . . . . . ...... .....
List two persons or firms with whore you have completed project$
during the past three years.
Reference_ No.__I
it
Name:
references.
Firm:
Title:
Address:
PROp;SER'S_ OPERATIONAL _MANACRR
N0� If more than one firm. . is to. be involved in providing
operational management services (i.e. one firm operating/
managing the proposed restaurant and another firm
operating/managing other types of uses proposed), then.a
separate form shall be oompleted for each firm.
Name. -
Street
Address: 350- gickenbacker_ ausewav_-
Miami, Florida 33149
Mailing
Address: SAME AS ABOVE
Telephone: (305) 361-0808 -_ -
Names of, principals and their titles who will be chiefly
responsible for operational management of the proposed project.
,golf Gerstner
Name
Claude Laroche
Name
Jay Tischenkel
Name
President
Title
E
Exec. Vice President
itle -
Vice President/General_____
Title Manager
Names, addresses, and telephone number of other management
contractors who will have a major role in the operational
management of the project.
Name of Firm V % Name of Firm ;
Street Address
Mailing Address Zip Code
Telephone Number
Name of Principal Contact
•a
JCE'E�t_LENC S,rl?M_NX. 0_R,o�OSER `_S -OPERATIONAL MANAGER
NOTE If more than one firm is to be involved in providing
operational management services .(i.e. one firm
operating✓managing the proposed restaurant and another firm
operating/managing other types of uses proposed), then a
separate form shall be completed for each firm.
Describe in detail the duration and extent of your operational
Management experience with particular emphasis upbn restaurant
experience .and/or commercial marine -related facilities. Also,
state in detail the names and pertinent experience of the
principals who will be directly involved in operating and managing
the restaurant and/or other types of uses proposed.
In addition, please include photographs or other illustrative
material depicting projects that will demonstrate your
qualifications to operate and manage a restaurant and other types
of uses proposed at the Virginia Key Basin Project..— The name
and address should be given For each project identified as well as
for persons familiar with' similar facilities managed who could
respond to inquiries from the City. You should also identify your
specific role.
See accompanying introductory narrative.
f
PROpOSRR'S OPERATIONAL MANAGER URSTIONNAIRR
N2TE: If more then one firm is to be involved in providing
operational management services (i.e. one firm
operating/managing the proposed restaurant and another
firm operating/managing other types of uses proposed),
then a separate form shall be completed for each firm.
Surety information
�rr�rrr
Has any surety or bonding oompany ever been required' to perform
upon your default? Yes ( ) No ( x )
If yes, attach a statement naming the surety or bonding company,
date amount of bond, -and the circumstances- surrounding said
default and performance.
ankruptcy,Information
Have you ever been declared bankrupt? Yes t ) No ( x) {'
If yes, state date, court jurisdiction, amount of liabilities,
and amount or assets.
Pending, Litigation
Provide on attached sheets detailed information regarding pending
litigation liens, or claims involving any participant in the
proposal.
NONE
rr� V i
S.
VIRGINIA KEY BASIN PROPERTY
REVIEW COMMITTEE FINAL REPORT
TO THE
CITY MANAGER
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a
FEBRUARY, 1991
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1
Pebruary , 1991
Mr. Cesar H. Odio
_
City Manager
City of Miami
3500 Pan American Drive
Miami, Fl. 33133
Dear Mr. Odio:
In response to the City of Miami's Request for Proposals (RPP)
z
for the Unified Development Project (UDP) of a restaurant with
ancillary marine -related commercial and recreational uses on the
Virginia Key Basin Property issued June 21, 1990, one response
was received.
>s
The seven member Review Committee selected to evaluate the
proposal convened a total of four times and on January 8, 1991
voted to recommend to the City Manager the acceptance of the
''-
proposal received from Bayside Seafood Restaurant, Inc. and
Virginia Key Marina, Inc.. The proposal was evaluated based on
-
the following six criteria outlined in the RFP document:
1. Experience of the proposer
2. Capability of the development team
3. Financial capability, level of
.
financial commitment
4. Financial return to the City
5. Overall project design
6. Extent of minority participation
In accordance with the City of Miami Charter, Section 29-A (c)
and the City of Miami Code, Section 18-52.9, enclosed is this
Committee's Final Report outlining its deliberations and
Y,
evaluation of the proposal submission.
On behalf of the entire Review Committee for the Virginia Key
Basin Property UDP, we appreciate the opportunity to participate
with you in bringing to Miami a quality restaurant with marine
related commercial and recreational uses.
k
Sincerely
Captain Robert Lewis
Chairman
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MEMBERS OF THE RRVIEW COMMITTEE
VIRGINIA XEY BASIN PROPERTY
OF THE.
MEMBERS _PUBLIC
CAPTAIN ROBERT LEWIS
WATERFRONT BOARD
CHAIRMAN
DICK BRIGGS
MARINE COUNCIL
DOSE ARELLANO
MIAMI ROWING CLUB
CHARLES ANKRUM
POWER BOAT RACING ASSOC. }'
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MEMBERS FROM THE CITY OF MIAMI
ALBERT RUDER
PARKS, RECREATION AND
}
PUBLIC FACILITIES
DEPARTMENT
ANNE WHITTAKER
GENERAL SERVICES
ADMINISTRATION
ANNA GELABERT
PLANNING, BUILDING AND
ZONING
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BACKGROUND
Resolution No. 90-449 adopted on June 7, 1990 authorized the
issuance of a Request for Proposals (RFP) for the Unified
Development of a restaurant with ancillary marine -related
commercial and recreational uses. The proposed site is
approximately 2.88 acres of City owned land located adjacent to
and immediately west of Miami Marine Stadium.
The City Commission, through Resolution No. 90-0049, appointed
seven members to a review committee charged with evaluating the
proposal in response to the City's RFP and to render a written
evaluation of its findings to the City Manager as required by
City of Miami Charter Section 29A(c) for Unified Development
Projects. Resolution No. 90-0049 further selected Sharpton,
Brunson & Company, a Certified Public Accounting Firm to analyze
the financial capability, commitment and projections of the
proposal submission. Sharpton, Brunson & Company subcontracted
with Aldo Lastra a minority owned firm.
The Request for Proposals document issued June 21, 1990, sought
an unified development package from a private entity to include
planning and design, construction, leasing and management of a
restaurant and marine -related commercial and recreational uses.
The due date for the proposal submission was September 21, 1990.
The City of Miami received one (1) response to RFP from Bayside
Seafood Restaurant, Inc. and Virginia Key Marina Associates, Inc.
PROCEEDINGS
The Review Committee appointed by the City Commission held a
,total of four (4) meetings. Throughout the proceedings, the
Committee observed requirements as set forth in the "Government
in the Sunshine" Law and "Public Records" Act. All meetings were
advertised and recorded.
The first meeting of the Review Committee was held on October 23,
1990. At this time, the Committee was briefed on the Unified
Development Project process and its responsibilities for
evaluating the proposal submission.
At the second meeting of the Review Committee members toured the
proposed location for the restaurant and marine project. The
Review Committee members questioned the closure of the public
boat ramp. While the closure did not impact the evaluation of
the proposal for this project, staff was unable to ascertain the
extent of repairs or the time schedule for complr-:t2.ng said
repairs.
-2-
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The third Review Committee meeting was held on November 20, 1990,
at which time a presentation was given by Bayside Seafood
Restaurant, Inc. and Virginia Key Marina Associates, Inc.. After
the presentation, the Review Committee requested the City obtain
the appropriate copies of the licenses for the architect,
engineer and general contractor. Additionally, the committee
requested the Law Department provide information as to the
acceptability of a partnership responding to the RFP instead of
an already formed Florida corporation.
The fourth and final meeting of the Review Committee was held on
January 0, 1991. As requested by the Review Committee, the
Development Division provided the members with copies of the
professional licenses for the architect, engineer and general
contractor of the proposed team.
Additionally, the Law Department informed the committee that the
City reviewed the joint venture as a partnership between the
principal of the two corporations submitting the proposals. If
the relationship is viewed strictly as a partnership the City
does not have a problem with the proposal as submitted provided
the City can hold accountable those persons submitting the
proposals.
At this meeting, representatives from Sharpton, Brunson and
Company (Certified Public Accountant firm evaluating for the City
the financial capability of proposer) presented their analysis of
the Bayside Seafood Restaurant, Inc. and Virginia Key Marine
Associates, Inc. Committee members were given the opportunity to
discuss aspects of the Accountants report prior to commencing -
their evaluation. The remainder of the meeting was dedicated to
.the Committee formulating its recommendation to the City Manager.
EVALUATION PROCESS
City of Miami Charter Section 53(c), Unified Development
Projects, requires the Review Committee to "evaluate each
proposal based only on the evaluation criteria applicable to the
Review Committee and contained in the Request for Proposals".
The applicable criteria and percentage weighting as issued in the
RFP are as follows:
1.
Experience of the proposer
15%
2.
Capability of the development team
15%
3.
Financial capability, level of
financial commitment
20%
4.
Financial return to the City
20%
5.
Overall project design
20%
6.
Extent of minority participation
M
Total
100%
-3-
4
A score sheet consisting of a matrix that' included the above
criteria, preassigned percentage weights were distributed to each
Committee member present..
The Committee discussed the criteria prior to its members scoring
as a group the proposal under evaluation. The evaluation
criteria score sheets are included as Appendix A.
The following was the conclusion of the evaluation process:
The Review Committee had reservation' in
unconditionally recommending the proposal
submitted by Bayside Seafood Restaurant, Inc.
and Virginia Key Marina Associates, Inc.
Therefore, the Committee's recommendation is
subject to the following conditions, as a
minimum being met prior to referendum and
contract negotiations% 1) the proposer shall
finalize the organizational and team
structure 2) the financing plan as well as
any other financial information for this
project shall be completed and verified by an
accounting firm and/or a Department
identified by the City 3) a minority
participation plan shall be submitted and
approved by the City.
The contract shall include protective
measures for forfeiture of the development
rights be included in the contract to make
_
certain the leasehold property will revert to
the City if development does not occur within
a reasonable period of time.
The contract shall include the City's right
to approve changes in the makeup of the
developer's organization structure as well as
variations to the design of the project.
The contract shall include as a minimum
requirement, the developer's full compliance
and commitment to all improvements and aspect
of the proposed development plan.
Further discussion did not result in any additional actions. The
score sheets are attached for the City Manager consideration in
formulating a recommendation to the City Commission.
-4-
4
f
91- 27
Y.
Two Committee Members, Jose Arellano and Charles AnKrum, Jr.,
were absent from all meetings.
All correspondence between the Review Committee, City Staff,
Sharpton, Brunson and Bayside Seafood Restaurant, Inc. and
Virginia Key Marine Associates, Inc.; proposal documents;
supplemental materials; tape recordings of the Review Committee
meating; and any other materials related to the 'Virginia Key
Basin Property are on file and available at the City of Miami
Department of Development and Housing Conservation, Development
Division.
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MIAMI CITY LIMITS—` V`
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MIAMI MARINE STADIUM
GROUP SUMMARY
City of Miami
UNIFIED DEVELOPMENT PROJECT
.a ,,...)
EVALUATION FOAM
1111FORENCK:_01tv of Miami Administrative Policy,No. 1.,89 _
_ _.
INSTRUCTIONS: 1. Subjective Evaluation to be completed by Committee Members.
Rank:
2. Points assigned column to be completed by Development staff.
Project:
Virginia Key Basin Property
Proposer.
Bayside Seafood Restaurant, Inc and
SUBJECTIVE EVALUATION
(SE)
' CALCULATIONS
Excellent
Poor
POINTS
ASSIGNED
CALCULATED
VALUE
Virginia Key Marina Associates
EVALUATION CRITERIA
6
5
4
3
2
1
0
(PA)
(SE x PA)
X
15
60
Experience of the Proposer
Capability of the Development Team
x
15
60
Financial Capability,
x
20
0
Level of Financial Commitment
X
20
60
Financial Return to the City
X
20
100
Overall Project Design
X
l0
20
Extent of Minority Participation
Other.
Other.
TOTAL
100
306 '
To Be Used For Tie Breaking TOTAL
+ + + + + +
_
Purpose Only
Committee Member.
Name Printed Signature
Date
D
DL/AL 001 Rev.' 04788
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j,,►,, CRY of Miami
UNIFIED DEVCLOPMENT PROJECT
EVALUATION FORM
REFERENCE: Ci . of Miami Administrative Policy No. 1-69
INSTRUCTIONS: 1. Subjective Evaluation to be completed by Committee Members.
Bank,
2. Points assigned column to be completed by Development staff.
Project
Proposer
SUBJECTIVE EVALUATION
(SE)
CALCULATIONS
Excellent
poor
POINTS
ASSIGNED
CALCULATED
VALUE
EVALUATION CRITERIA
6
5
4
3
2
1
0
(PA)
(SE x PA)
Experience of the Proposer
Y
110,
%�j610
Capability of the Development Team
WPL i �
Financial Capability,
Level Financial Commitment
0
%� O
of
Financial Return to the City
Overall Project Design
�(
70,0
/0 0
Extent of Minority Participation
x
/ 0
:1 D
Other.
4Other.
TOTAL
100
.300
To Be Used For Tie Breaking TOTAL
+ + + + + +
—
—
Purpose Only
Committee Member.
/
Name Printed Signature
Date
D IOL/AL
001 Rev. 04/86
City of Miami
,.tit lilt, UNIFIED DEVELOPMENT PROJECT
��; ►,: EVALUATION FORM
gEif:'ERENICE -City,-of Miami Administrative Polic No. 1-89
INSTRUCTIONS: 1. Subjective Evaluation to be completed by Committee Members.
Rank:
2, Points assigned column to be completed by Development staff.
Project:
Proposer:
SUBJECTIVE EVALUATION
(SE)
CALCULATIONS
Excellent
Poor
POINTS
ASSIGNED
CALCULATED
VALUE
EVALUATION CRITERIA
8
5
4
3
2
1
0
(PA)
(SE x PA)
Experience of the Proposer
Capability of the Development Team
Financial Capability,
Level of Financial Commitment
D
Financial Return to the City
Overall Project Design
Extent of Minority Participation
L,
I U
p
Other..
Other.
TOTAL,
100
JC'G
To Se Used For. Tie Breaking TOTAL + + + + + +
_
Purpose Only
Committee Member
t9NA i I i R 1TtAAEIti..
Name Printed Signature
Date
D
IDL/AL 001, Rev. 04/88
City of Miami
( Nlff UNIFIED DEVELOPMENT PROJECT
EVALUATION FORM
REFERENCE: Miami Administrative Polic No. 1-89
-City -of
INSTRUCTIONS: 1. Subjective Evaluation to be completed by Committee Members.
Rank:
2. Points assigned column to be completed by Development staff.
Project:
Proposer.
SUBJECTIVE EVALUATION
CALCULATIONS
(SE)
Excellent
Poor
POINTS
ASSIGNED
CALCULATED
VALUE
EVALUATION CRITERIA
6
5
4 1
3
2
1
0
(PA)
(SE x PA)
Experience of the Proposer
g"
Capability of the Development Team
/ O
Financial Capability,
v'I
Level of Financial Commitment
Financial Return to the City
6c)
Overall Project Design
O
Extent of Minority Participation
th
a
Other
'Other.
TOTAL
100
To Be Used For Tie Breaking TOTAL + + + + + +
_
Purpose Only
Com MembQ
Signature
Date
Name Printed
D
IDL/AL 001 Rev. 04/88
'
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1
�� ► City of Miami
UNIFIED DEVELOPMENT PROJECT
��•q , EVALUATION FORM
RIEFERENCECIty of Miami Administrative Policy-, No, 1-89
INSTRUCTIONS: 1. Subjective Evaluation to be completed by Committee Members.
Tank:
2. Points assigned column to be completed by Development staff.
Project:
Proposer:
SUBJECTIVE EVALUATION
(SE)
CALCULATIONS
Excellent
Poor
POINTS
AS D
CALCULATED
VALUE
EVALUATION CRITERIA
6
5
4
3
2
1
0
(PA)IGN
(PA)
(SE x PA)
Experience of the Proposer
1G
Capability of the Development Team
Financial Capability,
Level of Financial Commitment
Financial Return to the City
CJ
Overall Project Design
u
Extent of Minority Participation
0
Other.
•Other.
100
TOTAL
To Be Used For Tie Breaking TOTAL
+ + + + + +
—
—
Purpose Only
Committee Rember.
'
Name Printed Signature
Date
D
IDL/AL 001 Rev. 04/88
S
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_
CITYOF MIAMI
UNIFIED DEVELOPMENT OF THE VIRGINI
KEY BASIN PROPERTY
REPORT TO THE CITY MANAGER
FEBRUARY, 1991
x
W
I. INTRODUCTION
The City of Miami has extended an invitation to qualified
and experienced developers to submit proposals for the
development of 2.88 acres of waterfront land on Virginia Key
along the Marina Stadium Basin shoreline for restaurant and
marine -related or dependent commercial and recreational uses.
The City owned parcel is located between the Miami Marine
Stadium, a public facility operated by the City of Miami, and a
boat ramp and dry rack storage facility operated privately as a
,F
land lease from the City. k
On July 23, 1987, the City Commission passed Resolution
87-760 adopting in principle the Virginia Key Master Plan, that
among other things, set forth a general development and
implementation program for public owned properties on Virginia
Key.
On September 14, 1989 the City Commission adopted Resolution
89-771 declaring that the most advantageous method to develop
certain improvements on the Virginia Key Basin parcel offered'
herein is by the "Unified Development Project" process as set
forth in City Charter Section 29-A(c) and City Code Section
18-52.9. Resolution 89-771 further authorized the preparation of
a Unified Development Request for Proposals (RFP). A public
Hearing was held June 7th, 1990 to take testimony regarding the
Request for Proposals and to authorize issuance of the RFP.'
1 r��
At the conclusion of the Public Hearing on June 7th, 1990,
the City Commission adopted resolution 90-283 which authorized
y� the issuance of this Request for Proposals, appointed a seven
member review committee and selected a certified public
accounting firm to evaluate proposal submissions and report
findings to the City Manager as required by the City Charter and
Code for Unified Development Projects.
one proposal was received by the City in response to the
RFP.. The proposer is a proposed joint venture of Bayside Seafood
Restaurant Inc. and Virginia Key Marine Association, Inc., a to
v� be -formed corporation.
- The proposer made an oral presentation to the Review
Committee on November 20, 1990. Representatives of our firm also
met on two occasions with the representatives of the proposed
development team to obtain information clarifying certain
assumptions included in the written proposal.
The basis for this report is the information and data
presented in the respective proposal documents and the additional
information from the proposer as requested by the Review
Committee. This report is intended to provide the City Manager
with sufficient analytical information to make an evaluation of
-- the proposal's financial aspects.
91- 276
EXECUTIVE SUMnRY
II. EXECUTIVE SUMMARY
-sap-arience _of proposer and Capability of Development Terra
. Two of the seven members of the proposed joint venture team',
Rolf Gerstner and Claude H. LaRouche, have a significant
amount of experience in the restaurant industry. These -two
principals of the proposed joint venture who are currently
the day to day operators and have been for the past 8 years
of the Bayside Seafood Restaurant currently located on the
proposed development site will be the operators of the new
proposed restaurant.
The architectural and civil engineering consultants listed
in the proposal appear to have significant experience in the
design and development of commercial real estate including
various restaurants.
A member of the development team has its general contractors
license and as a result, it appears that the development
team will act as the construction manager of the project.
However as of the date of this report, a construction team
has not been selected.
Analysis of Construction Cost
The projected construction cost is related to theproposed
design and development of the restaurant and related amenities.
The total estimated construction cost is $2,570,000. Y}`
3
�r
h
gazed on a review of the cost as set forth in the proposals it
should be noted that sufficient assumptions were not provided to
validate or substantiate the estimated cost such as, a detailed
breakdown of the cost related to the infrastructures details of
equipment and fixtures cost, details of specific soft cost to be
incurred and details of other construction related expenses
(landscaping, contingencies, impact fees, permits, etc.). Also a
sufficient level of detail was not provided to enable us to
analyze the appropriateness of the estimates, such as a written
estimate from a general contractor.
r3
Financial Capability, Level of. -Financial --Commitment
t
The proposer indicated that the financial resources of each
shareholder is committed to the development of this project. The
proposal indicates that the net worth of selected shareholders is
approximately $2,185,000 of which approximately $554,500 is
considered to be in liquid assets. Although there is a
_
representation of financial commitment by the shareholders, they
do not appear to have sufficient resources to entirely fund the
development of the proposed project. Also, there does not appear
to be a cash reserve provided for during the start-up of the
restaurant's operations. Lack of such cash reserve could .
severely impact the financial" viability of the development and
operations of the project.
The developer team has not specifically identified in the...
proposal any other commitments for financing the cost of the,
development of the project. However, among other apparent
strategies, consideration has been given to the syndication of
4
shares in one of the proposed joint venture partners (yet to be
_ formed). No commitment letters have been received from proposed
Y
joint venture principals nor has any syndicated shares been
subscribed to.
z
4
aSI
"a 276
.
x-
Based on a review of the cost as set forth in the proposal, it
' should be noted that sufficient assumptions were not provided to
validate or substantiate the estimated cost such as, a detailed
breakdown of the cost related to the infrastructure, details of
equipment and fixtures cost, details of specific soft cost to be
incurred and details of other construction related expenses
(landscaping, contingencies, impact fees, permits, etc.). Also a
sufficient level of detail was not provided to enable us to
analyze the appropriateness of the estimates, such as a written
estimate from a general contractor.
Financial capability. Level of Financial Commitment
The proposer indicated that the financial resources of each
shareholder is committed to the development of this project. The
proposal indicates that the net worth of selected shareholders is
approximately $2,185,000 of which approximately $554,500 is
i
considered to be in liquid assets. Although there is a
representation of financial commitment by the shareholders, they
do not appear to have sufficient resources to entirely fund the
development of the proposed project. Also, there does not appear
to be a cash reserve provided for during the start-up of the `
restaurant's operations. Lack of such cash reserve could
severely impact the financial" viability of the development and
operations of the project.
The developer team has not specifically identified in the
proposal any other commitments for financing the cost of the.
development of the project. However, among other apparent
strategies, consideration has been given to the syndication of
shares in one of the proposed joint venture partners (yet to be
formed). No commitment letters have been received from proposed
joint venture principals nor has any syndicated shares been
subscribed to.
r;
4
276
zyz
F
Eoonomio inability and Evaluation of hssumutions
The proposer has indicated that its project will include a
full service restaurant, a brewery, retail shops and floating
R
dock facilities. Factors to be considered by the reader of this
report include:
Sufficient operating assumptions were not provided to
substantiate the pro -forma projections or to allow for a
-
meaningful evaluation.
FC.
No cash reserve was factored in during the start-up of the
restaurant's operations. Thus no indication was made as to
how a cash short fall would be funded. This becomes
*_
significant in that based on the current projections, no
funds would be available to purchase items for opening, such
as beer, wine, food and other inventory items required to
open the doors of a restaurant.
The relationship of expenses as a percent of sales appear to
o
be understated when compared to industry statistics for the
most profitable restaurants during 1989 as well as the
historical results of operations of the restaurant currently,
located on the proposed development tract. If the projected
'' H
operating expense figures are understated correspondingly
the annual net income (profit) will be overstated. This
4hf
becomes significant because in the event that net income
projections are not met cash shortages could result and thus
effect the proposers ability to pay operating expenses which
°
include lease payments to the City.:
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24
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276
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N&L
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SaonoMia RdtUXWTO_The -City
The value of capital improvements made to the Unified
Development site, projected lease payments and property tak
payments represent the most significant economic benefits to the
city. The present values of the projected lease payments to the
city for a 10 year, 15 year and 20 year period are:
10 year $ 1,659,633
15 year $ 2,343,768
20 year $ 21939,689
In order to determine the sensitivity of the economic return
to the City to decreases in revenues, an analysis was performed
assuming that projected revenues were reduced by 10% and 20%.
An analysis was also done to compute projected return to the
city by re -computing operating expenses based on rates exhibited
by industry averages.
The results of the sensitivity analysis as reflected in
Exhibit 1 show that when sales decrease by 10% the present value
of the 10 year return to the City is reduced from $1,659,633 to
$11527,887. When sales are reduced by 20% the present value of
the 10 year return to the City is reduced from $1,659,633 to
$1,402,336.
This analysis becomes significant in that the city as a.
requirement to entering into a lease requires that the fair:
market value for the land being leased be recovered over the term
of the lease. In this instance the fair value for the prope rty.
based on the most recent appraisal is approximately $2,000,000.
The above analysis and the Exhibit 1 show that a 10 year lease
will not yield a return equal to at lease the $2, 000, 0'00 fair'
value of the property being leased.
■.
6
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i
III. EXPERIENCE -OF PROPOSER AND CAPABILITY OF DEVELOPMENT TEAM —
Experience of__Proposer
This portion of the report contains a summary of the
information contained in the proposal regarding the proposer's
experience and the demonstrated capability of the development
team. The purpose of the following information is to summarize
the* key aspects of the proposer's and development team's
experience and capabilities which are most relevant to the
unified Development.
The proposer is a Joint Venture to be formed between Bayside
Seafood Restaurant, Inc. and Virginia Key Marina Association,
Inc. Three of the principals in the joint venture have
.experience in the management and operations of restaurants as
well as experience overall in the hospitality industry.
As discussed in the executive summary, two of the principals
who have operated the restaurant currently located on the
development site since 1982 will be in charge of the day to day
- operations of the new proposed restaurant.
The joint venture partners
follows:
Bayside Seafood Restaurant Inc. - 50`k
Rolf Gerstner 50%
Claude H. La Rouche 50%
Urna Gray
Jay-Tischenkel
Nilthe`Romero
7
Vircrinia_. Rey _Marina_ Association, Ino. +5osk
(A To. Me. _Formed Florida Corporation)
Antonio Zamora 2.5%
Tony Zamora Jr. 2.5%
Alberto uonnini 2.5-v
Antonia Jimenez. 2.5%
other Investers 40%
The resumes of Claude H. La Rouche, Executive Vice President
and Treasurer, Rolf Gerstner, President and Jay Tischenkel, Vice
President and General Manager, are included in the g , proposal. No
ti �-
development experience is discussed. Since no resumes were
provided for any of the other shareholders, we assumed that they
were merely investors and not operators of the proposed
restaurant. 1
Capability of Development Team
The development team, as indicated in the proposal, includes
the following key individuals and or entities:
General Contractor - Carlos E. Martinez
Architectural Firm - Jimenez & Camero
Engineers & Consultants - Jurado & Associates
Mariano Corral &
Associates
Jimenez and Camero, based on data provided in the proposal,
has significant experience in the development of commercial real
property including several restaurants. The proposal made
reference to projects completed during the years 83-88. No
reference was made to any projects completed during the 1989 and
1990 years.
s .2.05
r
276 z
_ rrk
..,......may
�+e. y
The proposal did not furnish any information on the relevant
experience of the selected engineers or other consultants. We
are therefore unable to assess the capability of those members of
the development team.
The general contractor for the project has been selected and
will act solely as the construction manager. However, other sub-
contractors have not been selected as of the date of the
proposal. The contractors are typically very significant members
of the development team. As such, it becomes difficult, at best,
to evaluate the capability of the development team as a whole.`
ANALYSIS Off" CONSTRUCTION COSTS
1
i e
4
IV. Ol" CON01'RUCTION C08T8
x
The City of Miami Request for Proposal p sal required that,. the
following be included in the j
proposal for new restaurants. l
i
• "That the proposed architecture be responsive to the
South
Florida sub -tropical climate and it's waterfront settings.,,
_
• "A detailed construction cost estimate shall be fern
for the entire fished
proposed development including all
improvements.,,
In addition the City requires that all site improvements
comply with
all applicable code requirements, all signage
must be
reviewed and. approved by the City of Miami
PlanningDe and that the successful partment
proposer shall be
responsible for
acquiring all required permits and licenses.
The proposer's construction cost breakdown includes
cost of $2,920,000 however, total
$600,000 of this
amount is considered
to be "Compensation to Existing Tenants.,,
This amount was
included in the budget in the
event another firm was award
ed ded the
Because the existing owners
of the restaurant and
marina facilities were the only
group to submit a proposal this
item will not be included
as a cost of constructionthis
thuu s
the construction cost to $2,320,000.
k
Representatives of our firm met with representatives
4
of the
..proposers to .discuss points
of clarification regarding the
construction cost estimates
�
used and the underlying assumptions
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Based on our meetings
significant points:
we were able tb identify the following
...-
The total square footage for the proposed restaurant and
related facilities is approximately 12,000 square feet,
8,000 square feet for the proposed restaurant and 4,000
square feet for the commercial and related areas (including
the floating docks).
The construction cost category "Infrastructure" includes
�J
only those costs related to the construction of the building
—"
shell including related plumbing, electrical, etc. The
_
proposer estimates the cost will be $60.00 per square foot
4
----
or $720,000. We were not able to further analyze the
reasonableness of this amount as the proposer did not
y
provide a detailed analysis of how the $60.00 per square
Tw
foot was derived.
y
The proposer has estimated that the cost of improvements
will total $500,000. This includes landscape, external
-'-
signs, etc. In addition the proposer estimates that the
-_
cost of fixtures, furniture and equipment will total
--
$500,000. The proposer indicated to us verbally, that
-
little, if any, equipment at the existing restaurant will be
used at the proposed restaurant. The proposer was not able
to provide us with a detailed analysis of the cost of and
description of the equipment anticipated to be used in the
proposed restaurant.
t
f j
ems_
The final component in the proposer's construction cost`
analysis were the developmental expenses. These cost
---
included the _following: Estimated Soft Costs of $100,000
,
-
and Pre -development and Start Up Expenses of $200,000.
2,01
3 t4
1#
276
R:
Again, we were not able to further analyze the
reasonableness of these amounts as the proposer did not
provide any details on each of the components of
developmental expenses.
i
As a result of our analysis of the construction related
financial data contained in the proposal, we noted the
following significant points:
The architectural firm of Jimenez and Camero has
significant experience in the design of restaurants.
However, none of the experience referenced was during
the past two years according to the proposal.
The cost of the brewery equipment, approximating
$250,000 based on verbal discussions with the
representatives of the proposer, was not included in
the estimate of construction cost. Therefore total
construction cost should be increased to $2,570,000.
f
Construction contractors have not yet been selected.
This could• have a significant impact on the
construction costs estimates. Representatives of the
proposer have indicated to us verbally that they have
held preliminary discussion with at least one general.
contractor experienced in this area, he feels that the
construction estimates are reasonable.
The proposer feels that the total period of
a
construction will be approximately one year, this
includes obtaining the necessary permits, drawing of
the plans and actual construction.
12
3 u .
Representatives of the proposers also indicated to us
that the current restaurant will remain open as long as
possible during the construction of the proposed
restaurant.
Representatives of the proposer informed us that the
location which the proposed restaurant will occupy, has
been through significant zoning hearings in the past
and consequently they feel the issue of zoning has been
addressed in a satisfactory manner.
4a
The expertise of the proposer in restaurant and marina
operations should prove to be a significant aid in
keeping construction costs as low as possible.
However, as previously stated the proposer did not —
i'
include detailed analysis for the construction cost
estimates. Accordingly, we were not able to further
analyze the construction costs.
';
r
_
'V, VINANCIAL CAPADILITY AND UVNL
OP FINANCIAL CdMMITMNNT
The City of Miami's Request for Proposals required the
submission of "complete and substantiated evidence of the ,
-
proposer's financial capacity to undertake the project proposed,"
but does not specify the form of presentation.
For purposes of this report, financial capability is defined
as the ability to raise the required capital for the 'project`.
,.,
given the proposer's intended financing strategy; and the
financial strength of the proposer as indicated in the proposer's
financial statements.
None of the financial information included in the proposal
has been audited or compiled by a Certified Public Accountant.
An audit is an independent verification of the information
included in financial statements of an entity. A compilation
does not include any testing or verifications of amounts or
disclosures. The statements are solely the representation of
management of the company or the individuals, as applicable.
3'
As a result of analyzing the financial data of the proposer
and it's principles the following was noted:
- Principal's financial statement
No provision was made for income taxes payable.`
Therefore, net worth may be overstated.
The basis of valuing certain business interest and
marketable securities were not disclosed. The adequacy
of such valuation could have a direct impact on the
,4
computed net worth of the principals.
14 2 t
Corporation Tax Returns (Sayzide Seafood Restaurant)
Complete tax returns were not included in the proposal
(i.e. no balance sheet). Therefore, there was no baaid
upon which to determine the net worth and to evaluate
other factors that are indicators of financi-al
capability and strength.
Other
The proposed development cost as represented in the
proposal does not appear to include the cost for the
brewery equipment of approximately $250,000. In
determining the financial capability of the proposer'to
successfully develop and operate the project such cost
must be considered. As a result of not considerin'
9
such cost, a cash short fall of $250,000 will occur
during the development phase unless additional
financing is identified and obtained.
Based on the proposal, there was no provision made for
_6
cash reserves to fund the initial start-up of the
restaurant as well as unanticipated operational losses
in the early start-up phases of operations.
The personal financial statements of Claude H. La
Rouche as of March 23, 1990 shows net worth of
$363,500. However, net worth after giving
consideration only to liquid assets is $75,500.
Liquid asset include cash, investments, receivables and
marketable securities.
A
The personal financial statements for Rolf Gerstner as
of March 23, 1990 shows net worth of $4881D00. However
net worth after giving consideration only to liquid
assets is $305,000.
15
N;
ti�0
i
The personal financial statements for Anthony Zamora,_a
proposed shareholder of a yet to be formed entity, as
of March 31, 1990 shows net worth of $1,333,500.
However, the net worth after giving consideration to
liquid assets is $174,000.
Financial data was also provided for aay M. Tischenkel.
However, we did not give any consideration to this data
since Mr. Tischenkel is not a owner of any of the joint
venture corporations. His role is an officer of one of
the joint venture corporations. (Bayside seafood
Restaurant, Inc.)
The proposal did provide data on the previous projects
completed by the architectural firm during the years
1989 and 1990 along with the size of the project in
terms of construction cost. The architectural firm has
in the past completed projects of similar size to this
one as well as some larger than this one.
Again, since a construction team
has not been.selected,
no financial data was available
for the key membersof
such team.
Therefore, we were
unable to analyze the
financial
capability of these
members of the
development
team.
Proposed Financing of
Capital Costs
There is no
indication in the proposal of the amount -of
equity to be invested.
Development
cost is projected
to be approximately
$2,5701000.
16
�.
91- 276
r-
The principals of the joint venture indicated verbally
that one potential source of financing the project Cost
were the principals themselves.
There is no indication in the proposal of a commitment
letter or a letter of interest from a financial
institution nor the principals' or shareholders _
regarding the financing of the capital cost.
Another potential source of funding the development
r
cost is to sell syndicate shares in the to be formed
corporation of Virginia Key Marina Associates, Inc.
However, no shares nor subscriptions have been sold or
committed to as of the date of the proposal. —
Based on the personal financial statements provided in the
proposal the total net worth of the principals providing such
- financial data is $2,185,000. However the net worth after giving
consideration only to liquid assets total only $554,500.
We differentiated between liquid net worth and total net
worth. To finance' a project such as this one whose cost
approximates $2,570,000, cash must be available, not just equity
in assets. For purposes of this report, liquid assets_ are
considered those which are cash and securities equal to cash or
easily convertible into cash. Real property, interest in
businesses, and other fixed assets are not considered to be
liquid assets. Although equity in real and personal property do
represent valuable assets, there is no assurance that they can be
converted to cash at there market value at any point in time.
17
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91
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Consideration must be given to other factors which impact the
assets liquidity, such. as;
State of the economy
Identification of buyers
Terms of the transaction
Availability�of institutional resources
underwriting procedures of a lender
To get cash. from real property, the owner must either
effectively sell the property or refinance the property.
Therefore, in analyzing the financial commitment and capacity of
the development team, emphasis must be placed on liquid assets of
W, the principals providing personal financial statements.
Additionally, consideration must be given to the fact that
Banks and other lending institutions as a matter of policy do not
lend money solely on total net worth. In most cases, total net
worth is discounted by 20-25% to determine the loan value of
pledged assets.
The total liquid assets of the principles providing such
financial data of $554,500 represents 22% of the total
"n
development cost of $2,570,000. The total net worth (liquid and
non liquid) of the parties providing such financial data of
r
$2,185,000 is 85% of the total development cost.
�.
4
k,
As can be seen from the above analysis, there exist a
significant short fall of liquid and total assets owned byAN
principals of the joint venture available to fund the development
;
of this project.
F
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91 276 �x r
e
i
Therefore, in order to sufficiently finance the development cosh
of this project the proposers must obtain commitments from other
principals and/or other investors in a amount sufficient to 1
address the cash short fall of as much as $2,015,500 or as little
as $385,000 (based on total net worth).
Until such commitments have been obtained, it is our opinion
that sufficient resources as indicated in the proposal are not
available to adequately fund the development of this project.
_ (See Table 1 for summary of principals net worth).
City of Miami - UDP
virginin tey� Basin Property
Summary of Principals Net Worth
Asset, `pY.pe La Roche(i )
Liquid Assets $ 75,500
Net Non Liquid Assets
Real Property 53,000
Business Interest 160,000
Other 75,000
$288,000
Total Net Worth $363,500
Gerstner (1) Zamora (2)
$305,000 $ 174,000
-0-
678,000
160,000
470o000
23,000
11,500
$183,000
$1,159,500
$488,000
$1,333,500
(1) Indiv`iduals are shareholders in
according,tothe proposal is a partner
venture proposing on the project.
TABLE 1
f
4
Sub
'dotal
$ 554,500
$ 731,000
790,000
109,500
$1,630,500
$2,185,000
a.ass.��=etsx
(2) Individual is a proposed shareholder in a to be formed
corporation which according to the proposal will be a
partner in the proposed joint venture.
`} 20
a
VI. ECONOMIC_ VIABILITY AND EVALUATION OF ASSUMPTIONS
This section of the report contains various analysis of the
developer's proposal and assumptions. The purpose of this
r
Y;
section is to summarize the major aspects of the proposer's k
projected operating results, analyze the viability of the
assumptions provided and to evaluate the economic viability of y.
the proposed operations.
Among the analysis included herein are the followings
A sensitivity analysis including forecasted income and cash
flow statements. The proposer included a three year
projected income statement which segregated major categories
such as sales, cost of sales, payroll, return to the City,
etc. The forecasted statements anticipate what would happen
if the projected revenue in the proposal did not meet
expectation.
Detailed analysis, including key ratios, of the income of 4
the existing Bayside Seafood Restaurant, Inc. The figures 4
were obtained from the respective tax returns.
Analysis comparing the proposer's projected results with f
certain restaurant industry information and other financial
data which was obtained.
Representatives of our firm met with representatives of the
proposer to discuss points of clarification about the assumptions
used in the proposal.
21
We addressed the following significant points, as well as others:
Anticipated number of customers.
Average amount spent per customer.
Basis used to obtain percentage for
payroll cost.
cost of sales and
operating expenses and the related allocation between
fixed and variable costs.
The representatives of the proposer informed us that the
projected financial information, and the underlying assumptions,
were based on a combination of several factors: Their
(proposer's) expertise in the industry, the operations of the
existing Bayside Seafood Restaurant, Inc. and limited information
they had obtained about similar restaurants in the vicinity.
The financial projections and related information included
in the proposal had not been compiled, reviewed or audited by a
Certified Public Accountant. The information had been prepared
internally by the proposed team.
u
Our sensitivity analysis as reflected in Exhibits covered a
10 year operating period and were prepared under the following
scenarios.
1.
Based on projectives as provided in the proposal.
2 Based on reducing p
variable expense by 10%.
3. Based on reducing p
variable expense by 20%.
4. Based on adjusting oper
consistent with those o
r
ojected revenue and related
tT&
Pk�
U
rojected revenue and -related-
....... �
sting expense ratios to 'be more
f similar restaurants.
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As part of our analysis we extended the proposer's projected
{ operating statement to. ten years. In addition, we further
extended our evaluation by varying obtain factors such as
projected revenue, segregation between variable and fixed costs,
percentages used to compute operating expenses, etc. Our
analysis proposes to answer the following questions: What would
happen if the revenues did not meet expectations? What would
happen if the allocations between fixed and variable cost were to
fluctuate significantly? How reasonable is the level of
anticipated revenue? How reasonable are the estimates of
operating expenses?
We analyzed the financial information of the following four
sources in order to obtain a basis of comparison of the ratios
used to compute operating expenses: Income statements of the
existing Bayside Restaurants (per the tax return), Projected
Income Statement for the New Restaurant, financial information
obtained from the 1988 Financial Research Association (FRA) which
provides ratios and other analysis for businesses by industry,
and 1988 standard and poors restaurant industry statistical data.
A capsule of our analysis is presented below, the detailed
analysis are presented in'an exhibit to this report.
Existing
Restaurant
Standard
FRA
&
Account
Description
1988
1989
Analysis
Poors
Proposal
Cost of
Sales
46.0%
55.0%
38.75%
34.1%
35.0%
Gross Profit
54.0%
45.0%
61.25%
65.9%
65.0%
Payroll
and Benefits
14.0%
10.0%
29.95%
29.5%
25.0%
other G
A Expense
30.0%
26.0%
23.02%
26.7%
12.0%
Rent
9.0%
7.0%
4.56%
4.7%
8.6%
Income
before tax
1.0%
3.0%
1.07%
5.0%
8.6%
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23
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The growth rate in the start-up periods are 52% in year 1 and 50*
in year 2. Rased on our review of the proposal, no
marketing
plan was provided to explain how the proposers will achieve such'.
growth and how a 4-10% growth rate will be sustained
throughout
r
the restaurant's operation. Our discussions with the
proposers
—
did reveal that the primary basis for such
p y projections
was based
�y
on revenue generated by local competitors - Rusty Pelican
and
Sundays which produced revenue as follows:
Annual
Annual
i ..K
Gross Number
Revenue
Revenue of Seats
Per Beat
Rusty Pelican $6,800,000 375
$18,133
Sundays $5,700,000 250
$22,800
f Based on this type analysis, the
i yp y , projected revenue of
$4 800 000
,
or $16,000 per seat would appear to be somewhat reasonable.
However, before a determination
can be made as to the
reasonableness of the revenue projections, an analysis must first'
be done to determine the capacity of
the Key Biscayne market.
The proposer stated that their primary
market comes from repeat
business from Key Biscayne. They also
stated that the majority
a:
of the projected customers at the new
restaurant will be from
their existing market. The proposers
are also of the opinion
that their market is unique and different from that of Sundays or
the Rusty Pelican.
;V Y
s
w
25
k
9
go a
Therefore, the clientele to support the new restaurant will be
the existing customers of'the existing Bayside Seafood Restaurant
which generates revenue of $500,000 annually or $1,667 per seat.
The question of how revenue to be generated from the same market
will increase from $1,667 per seat to $16,000 per seat or 860%
has not been addressed.
No consideration has been given to the possibility of not
meeting the projected sales and controlling expenses as stated in
the proposal (i.e. no provision has been made for cash short
falls in the start-up periods). One hundred percent of the
funding of 2,320,000 will be absorbed by development cost of
$2,570,000, leaving a cash deficit of $250,000. Cash short falls
could then affect the proposers ability to pay certain operating
expenses which could include minimum and percentage rent to the
City of Miami.
h
91- 27
VIZ. ECONOMIC RETURN TO TH9 CITY
Based on the requirements of the RFP, the City is seeking
certain economic benefits from this proposal. Among the most
z�
significant are the following: "A minimum annual guarantee
rental payment for lease of the property, plus a percentage of
gross revenues throughout the lease term," as well as the value f'
of the leasehold and other capital improvements which will be
made to the Unified Development site. The City requires that the
improvements be architecturally acceptable and responsive to the
local climate and waterfront setting.
The proposer is anticipating the following rent structures
with the City: A guaranteed minimum annual rent of $200,000. As
documented in the projected income statement it appears, based on
the underlying assumptions, that the proposer will be able to
meet the City's required lease payment. The proposer's ability
to meet the minimum lease payment is based on the reasonableness
of their projections as well as the validity of the underlying
assumptions. If the proposer does not achieve their expected
results there is a good possibility that they may not be able•to
meet the minimum lease payment. In addition, based on the
limited financial liquidity of the proposal team (which is
documented in Section V. Financial Capability and Level of
Financial Commitment) and without assuming they may be able to
raise additional capital from outside sources, they may not ber
able to cover a rent shortfall.
d u
F 3i
27
L / r
a
a
z
K
The attached exhibits reflect the results of our sensitivity
analysis of changes in revenue and expenses and their effect on
economic return to the city, We computed the present value of
the economic return to the city over a 10 year period under the
,LL
following scenarios:
E
1. Based on projections as provided in the proposal
2. Reducing projected revenue and variable expenses by
10% .
3. Reducing projected revenue and variable expenses by #y
20%.
4. Adjusting operating expense ratios to be more
consistent with those of restaurant industry averages.
Throughout the course of our various meetings the proposer
has stressed their commitment to ensure that the proposed
architecture is in line with the local climate and that only
materials which are conducive to the area be ured. The proposer
has stated their interest in maintaining the adjacent mangrove
and surrounding area intact. The proposer will also use floating
docks for additional boat docking. These docks can be moved in
case there is a special event at the Marine Stadium. The
proposer has also stated their intent to build a boardwalk which
will connect the restaurant to the Marine Stadium and will be
conducive to the surroundings.
j
28
.�- 76
i 5nsi'e: t"+3#�IN
y
J
EXHIBITS
t
VIRGINIA -KEY BASIN PROPERTY
CASH RETURN TO THE CITY
Thousands
3500
3000
2500
2000
1500
1000
500
0
10 YEARS 15 YEARS 20 YEARS
BASE PROJECTIONS: -
® PROFORMA ® LESS 10% LESS 20%
PREPARED BY: SNARPTON BRUNSON & CO.
NZ
• ` a N i `., x � �� �'� .'t -r "-�+ `v.b � s�'r�, ,� k k.`��uc��'".` � �` �. a" � 44 } � �p � •�-�'...,.,. •,..-, .. � -
i
Em
im
UNIFIED bUMPOMENT OF THE
V%lkdXN%A M BASIN PROPERTY
NET PRESENT VAtU9 OF RMURN TO THE CITY
TERM OF LEASE
10 YEARS
15 YEARS
20 YEARS
BASE BASE BASE
PROFOR14A LESS 103% LESS 2,
11659,633
2,343,768
21939,689
1,527,887
21143,685
21680,158
114020
11949,
2,426,580
UNIP1ED DgMPOMENT Off' THE
VIRGINIA X9Y BASIN" PROPERTY
MEN' PRESENT VALUE OI' RETURN -TO THE CITY
PDR YEARS 1-10
YEAR I
YEAR 2
YEAR 3
YEAR 4
YEAR 5
YEAR 6
YEAR 7
YEAR 8
YEAR 9
YEAR 10
TOTAL
NET PRESENT VALUE
BASE LESS 10% LESS 20%
-----------------------------
200
200
200
200
200
200
240
216
200
257
231
205
275
247
220
294
265
235
315
283
252
337
303
269
360
324
288
385
-------------------------------------
347
308
2,863
2,616
21377
1,660
1,528
1,402
UNIFIED DEVELPOMENT or THE
VllkCINIA XEY BASIN PROPgATY
NET 1?9E99NT VALUE OF RETORN TO THE CITY
FOR YEARS I-5
BASE LESS 10%. LESS 20%
YEAR I
YEAR 2
--
200
--------------•-----
- 200
200
YEAR 3
200
200
200
YEAR 4
240
216
200
YEAR 5
257
231
205
y>
YEAR 6
275
247
220
YEAR 7
294
265
235
YEAR 8
315
283
252
YEAR 9
337
303
269
YEAR 10
360
324
288
YEAR 11
385
347
308
' YEAR 12
412
371
330
YEAR 13
441
397
353
YEAR 14
472
425
378
-
YEAR 15
505
455
404
541
486
432
--------------------------
TOTAL----------
----------
234
4,750
41274
NET PRESENT VALUE
2,344
2,144
1,950
ASSUMES A DISCOUNT RATE OF 10%.
3
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UNIP19D DEVgLPDXENT OF THE
VrAGIMIA ny BASIN PROPERTY
NEB' PRESENT VALUE OF RETURN TO THE CITY
FO'A:,YEARS 1-20
Of
BASE
LESS 10%
LESS 20%
---------------------------
200
200
200
'A
YEAR '2
200
200
200
YEAR 3
240
216
2*00
YEAR 4
297
231
205
YEAR 5
275
247
220
YEAR 6
294
265
235
YEAR 7
315
283
252
YEAR
337
303
269
YEW 9
360
324
288
YEAR . 10
385
347
308
YEAR-11
412
371
330
YEAR 12
441
397
353
YEAR 13
472
425
378
YEAR 14
505
455
404
YEAR 15-
541
486
432
YEAR 16
578
521
463
YEAR '17
619
557
495
YEAR,A8
662
596
536
YEAR-19
709
638
567
YEAR 20
758
682
606
TOTAL
-------8,560-----------------------------
7r744
6,935
NET' PRESENT VALUE
21940
2,680
2,427
ASSbM9S A DISCOUNT RATE ..OF'ioto*
tYl:
VIRGINIA KEY BASIN PROPERTY
10 YEAR RESULTS OF OPERATIONS
El
NET INCOME
NET CASH FLOW
BASE PROJECTIONS:
PROFORMA ® LESS 10% l LESS 20% ®INDUSTRY
\ ,UNIFIED DEVBLPOMENT OF THE VIRdINIA KEY BASIN PROPtRTY
( <. OACASTED NET INCOME AND NET CASH PWW
% FOR EARS 1 — 10 . . . .
NET INCOME
NET CASH FLOW
|
BASE
BASE
BASE
INDUSTRY ^
PROPQRMA
ASS 10%
LESS 20%
»J
�.z
AVERAGES
10,502
9,161
7■812
(11563) \ \ \ }
10,449
. 8,113.
. 5,769
. 416)
UWIfItb DEALOPMENt OF THE VIRGINIA KEY BASIN
INCOME STATEMENTS FOR YEARS 1-10
BASSO ON PROPOSAL (ASSUMES 7% UNIFORM ANNUAL GROWTH AFTER YEAR 3)
(IN THOUSANDS)
to
YEAR I
YEAR 2 YEAR 3 YEAR 4 YEAR 5 YEAR 6 YEAR 7 YEAR 8 YEAR 9 YEAR W
GROSS SALES
...........................
$2,100
S3,200
$4,800
& ..........................................
$5,136
$5,496
$5,880
S6,292
S6,732
I ...........
$7,204
$7,708
COST OF SALES 235%
735
..........................................................................................
1,120
1,680
1,798
1,923
2,058
2,202
2,356
2,521
2,698
GROSS PROFIT
$1,365
.........................................................................................
S2,080
$3,120
$3,338
$3,572
$3,822
$4,090
$4,376
S4,682
$S,OiO
PAYROLL & BENEFITS 025%
S525
SZOO
S1,200
S1,284
S1,374
$1,470
$1,573
$1,683
$1,801
$1,927
OTHER EXPENSES 212%
252
384
576
616
659
706
755
808
864
925
GUARANTEED HIM RENT
200
200
200
200
200
200
200
200
200
200
RENT X OF CROSS SALES 2 5%
0
..........................................................................................
0
40
57
75
94
115
137
160
185
NET BEFORE OTHER INC/EXP
$388
..........
$696
...............................................................................
S1,104
$1,181
S1,2"
S1,352
S1,447
S1,548
S1,657
S1,773
OTHER INCOME/EXPENSE:
'RENTAL INCOME
$40
$45
S50
S54
S57
S61
S66
$70
$75
Sao
INTEREST EXPENSE
(255)
..........................................................................................
(254)
(253)
(253)
(252)
(251)
(249)
(248)
(247)
(245)
NET BEFORE TAXES
$173
S487
1901
S982
S1,069
S1,163
$1,264
S1,371
51,485
$1,608
Z,3.j
z.
91 2,104.
�104*.,-
"b
UNIFIED OEVELOPMENT OF THE VIRdINIA VEY BASIN
FOREOASTED INCOME STATEMENTS FOR YEARS 1.10
ASSUMES 1ft UNIFORM ANNUAL DECREASE FROM PROPOSAL
GROSS SALES
COST OF SALES 035%
CROSS PROFIT
in PAYROLL 3 BENEFITS 225%
OTHER EXPENSES 812X
GUARANTEED -.MIN RENT
RENT - % OF GROSS SALES 0.5%
NET BEFORE OTHER INC/EXP
OTHER INCOME/EXPENSE:
RENTAL IMCC14E
INTEREST EXPENSE
NET BEFORE TAXES
(IN THOUSANDS)
YEAR 1 YEAR 2 YEAR 3 YEAR 4 YEAR 5 YEAR 6 YEAR 7 YEAR 8 YEAR 9 YEAR 10
..«...................... I....................... -_---------...... ------......I......•--
$1,890 S2,880 $4,320 S4,622 S4,946 S5,292 $5,663 $6,059 S6,4B3 $6,937
662 1,008 1,512 1,618 1,731 1,852 1,982 2,121 2,269 2,428
..........................................................................................
S1,229 $1,872 $2,808 S3,005 $3,215 S3,440 $3,681 $3,938 $4,214 $4,509
S473 S720 S1,080 S1,156 $1,236 $1,323 $1,416 $1,515 $1,621 S1,734
227 346 51B 555 594 635 680 727 778 832
200 200 200 200 200 200 200 200 200 200
0 0 16 31 47 65 83 103 124 147
$329 S606 $994 $1,063 $1,138 $1,217 S1,302 $1,394 $1,491 $1,596
..........................................................................................
$36 S41 $45 S48 $52 $55 $59 S63 $68 $72
(255) (254) (253) (253) C252) (251) (249) (248) (247) (245)
$110 $393 S786 $858 $937 $1,021 $1,112 $1,209 S1,312 $1,423
assaatssxsxaaasazsssae_seasssaexsaa_xa_asssaasesanaaataaaxsaxxe_ saaxaaxaaaaxaxxasaaaaax
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27
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P
UNIFIED DEVELOPMENT OF THE VIRGINIA KEY
BASIN
FORECASTED INCOME STATEMENTS
FOR YEARS
1-10
ASSUMES 10% UNIFORM ANNUAL DECREASE FROM PROPOSAL
-
(IN THOUSANDS)
YEAR 1
YEAR 2
YEAR 3
YEAR 4
YEAR 5
YEAR 6
YEAR 7
YEAR 8
YEAR 9
YEAR 10
GROSS SALES
$1,890
S2,880
$4,320
$4,622
$4,946
S5,292
$5,663
$6,059
S6,483
$6,937
COST OF SALES 035%
662
1,008
1,512
1,618
1,731
1,852
1,982
2,121
2,269
2,428
GROSS PROFIT
S1,229
.__.._...---•-------------••--------------.._..-------------.....----------•-__
, $1,872
S2,808
53,005
$3,215
$3,440
$3,681
$3,938
S4,214
S4,509
PAYROLL & BENEFITS &25%
$473
$720
$1,080
S1,156
$1,236
$1,323
$1,416
$1,515
$1,621
.....
$1,734
OTHER EXPENSES 912%
227
346
518
555
594
635
680
727
778
832
GUARANTEED HIM RENT
200
200
200
200
200
200
200
200
200
200
RENT - X OF GROSS SALES 2 5%
0
--------------------------------------------,._.._..--------------------------------.......
0
16
31
47
65
83
103
124
147
NET BEFORE OTHER INC/EXP
$329
S606
$994
S1,063
$1,138
S1,217
$1,302
S1,394
$1,491
$1,596
OTHER INCOME/EXPENSE:
_ .__...----
REHTAL:INCOME
$36
S41
$45
$48
$52
$55
$59
$63
$68
$72
INTEREST EXPENSE
(255)
(254)
(253)
(253)
(252)
(251)
(249)
(248)
(247)
(245)
NET BEFORE TAXES
$110
$393
$786
$858
$937
S1,021
$1,112
S1,209
$1,312
S1,423
«xxscasexxcaexxeacasxxazsscc:xcsxsxsxacsaecasx_xsrcczxxaxczsec_
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4
UNIFIED DEVELOPMENT OF THE VIRGINIA KEY BASIN
FOu1EC OM INCOME STATEMENTS FOR YEARS 1.10
ASSUMES 20% UNIFORM ANNUAL DECREASE FROM PROPOSAL
CROSS SALES
COST OF SALES 235%
GROSS PROFIT
PAYROLL 8 BENEFITS 225%
OTHER EXPENSES G12%
GUARANTEED MIN RENT
RENT - % OF,GROSS SALES o1 5%
NET BEFORE OTHER INC/EXP
OTHER INCOMEAXPENSE:
RENTAL INCOME
INTEREST EXPENSE
(IN THOUSANDS)
YEAR 1 YEAR 2 YEAR 3 YEAR 4 YEAR 5 YEAR 6 YEAR 7 YEAR 8 YEAR 9 YEAR 10
$1,680 $2,560 $3,840 $4,109 S4,396 S4,704 $5,033 $5,386 $5,763 56,166
588 896 1,344 1,438 1,539 1,646 1,762 1,885 2,017 2,158
$1,092 $1,664 $2,496 $2,671 $2,858 S3,058 $3,272 $3,501 $3,746 54,008
$420 $640 $960 $1,027 $1,099 $1,176 $1,258 $1,346 $1,441 $1,542
202 307 461 493 528 564 604 646 692 740
200 200 200 200 200 200 200 200 200 200
0 0 0 5 20 35 52 69 88 108
$270 SW S875 $945 $1,011 $1,082 $1,158 $1,239 S1,325 $1,418
$32 $36 $40 $43 S46 $49 S52 $56 S60 $64
12551 (254) (253) (253) 12521 (2511 (249% (248) (2471 (245%
NET BEFORE TAXES
$47 S299 S662 $735 $805 $880 S961 $1,047
$1,138 $1,237
sssszzzssszssasszezzsazzr__sszszszazarzzsss:esxassse_ sszsszsssssssssss»sssssssssssssszss'
4
v
UNIFIED 6EVELOPMENT OF THE VIRGINIA KEY BASIN PROPERTY
tMAIT O INCOME STATEMENT
PbR YEARR 1 1�
GROSS SALES
COST OF SALES
GROSS PROFIT
PAYROLL AND BENEFITS `
OTHER GEN. & ADMIN.
RENTAL
TOTAL OPERATING EXPENSES
OTHER INCOME/EXPENSES:
RENTAL INCOME
INTEREST EXPENSES
DEPRECIATION EXPENSE
i
YEAR 1 YEAR 2 YEAR 3 YEAR 4 YEAR 5 YEAR 6 YEAR 7 YEAR 8 YEAR 9 YEAR 10
................. ...--...........__i........................._.. ......... I........
2000 3,200 4,800 5,136 5,496 5,880 6,292 6,732 7,204 7,108
818 1,246 1,870 2,000 2,141 2,290 2,451 2,622 2,806 3,002
1,282 1,954 2,930 3,136 3,355 3,590 3,841 4,110 4,398 4,706
629 958 1,438 1,538 1,646 1,761 1,884 2,016 2,158 2,309
483 737 1,165 1,182 1,265 1,354 1,448 1,550 1,658 1,774
200 200 240 257 275 294 315 337 360 385
1,312 1,895 2,783 2,977 3,186 3,409 3,647 3,903 4,176 4,468
40 45 50 54 57 61 66 70 75 80
(255) (2S5) (255) (255) (255) (255) (255) (255) (255) (255)
(45) (68) (102 109 7
t )
i11 ) (125) (133) (143)
(153) (163) -
TOTAL OTHER
(260) (278) (307) (310)
(315) (319) (322) (328)
(333) (338)
NET INCOME BEFORE TAXES
(290) (219) (159) (152)
0 45) (138) (129) (120)
(111). (•101)
i
{
NOTE: ASSUMES INDUSTRY AVERAGE RATIOS AS
A BASIS FOR COMPUTING
ALL EXPENSES,
c
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UNIFIED DEVELOPMENT OF THE VIRGINIA
KEY BASIN PROPERTY
ciORtCASTED CASHFLOW STATEMENTS
FOR YEARS 1.10
BASED ON PROPOSAL (ASSUMES 7% UNIFORM ANNUAL GROWTH
AFTER YEAR
3)
(IN THOUSANDS)
YEAR 1 YEAR 2
YEAR 3 YEAR 4
YEAR 5
YEAR 6 YEAR 7 YEAR 8 YEAR
9 YEAR
10
._rr..r.wwwwr........................r__rr...._.-_-..r.........r..........
wrrr............
i.
- BEGINNING CASH
SO S172
$657
$1,555
$2,534
$3,599
$4,757
$6,013
S7,376
S8,852
'
OPERATING REVENUE
RESTAURANT
$2,100 $3,200
$4,800
$5,136
S5,496
$5,880
$6,292
$6,732
$7,204
$7,708
RENTAL INCOME
40 45
50
54
57
61
66
70
75
80
•a -
TOTAL
..........................................................................................
S2,140 S3,417
$5,507 $6,745
$8,087
$9,540
$11,114
S12,816
$14,654
$16.640
3
COST OF REVENUE
5735 $1,120
$1,680
$1,798
$1,923
$2,058
$2,202
$2,356
$2,521
$2,698
TOTAL
$735 $1,120
$1,680
$1,798
$1,923
$2,058
$2,202
$2,356
S2,521
$2,698
`PAYROLL d. BENEFITS
S525 S800
$1,200
$1,264
$1,374
$1,470
$1,573
S1,683
S1,801
51,927
y`
OTHER EXPENSES
252 384
576
6%
659
706
755
808
864
925
. r-
TOTAL
---------------
S777 S1,184
---......------------......--------------------------------
S1,776
$1,900
S2,033
$2,176
$2,328
$2,491
$2,665
$2,852
------------------------------------------------------------------------------------------
'NET CASH FLOW
BEFORE ADJUSTMENT
$628 S1,113
$2,051
$3,047
$4,130
$5,307
S6,584
$7,969
59,468
$11.090
_
ADJUSTMENTS
CAPITAL FUNDING -EQUITY
SO
SO
SO
SO
$O
$O
SO
SO
S0 SO
-DEBT
(256)
'(256)
(256)
(256)
(256)
(256)
(256)
(256)
(256) (256)
LEASE PAYMENTS
(200)
(200)
(240)
(257)
(275)-
(294)
(315)
(337)
(360) (385)
TOTAL ADJUSTMENT
(S456)
(S456)
(S496)
($513)
(S531)
(S550)
(S571)
(5593)
(S616)_ (S641)
;. NET `CASH FLOW AFTER
ADJUSTMENTS
$172
$657
$1,555
S2,534
$3,599
$4,757
$6,013
$7,376 _
S8,852 S10,449
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1
1
9
91-
27
5,
'
i"
UNIFIE0,6EVELOPMENt OF THE VIRGINIA KEY BASIN PROPERTY
FORECASTED CASHFLOW STATEMENTS
FOR YEARS 1 0 10
(IN THOUSANDS)
YEAR 1 YEAR 2
YEAR 3 YEAR 4
YEAR 5 YEAR 6 YEAR 7 YEAR 8 YEAR 9 YEAR
.........a...... s aa.........+.............
10
s.aiaa.
s
BEGINNING CASH
.....................................
SO 571
S403
$1,098
I.-
$1,860
$2,694 S3,602
S4,593
55,670
S6,842
OPERATING REVENUE
RESTAURANT
$1,890 $2.880
$4,320
$4,622
$4,946
$5,292 $5,663
$6,059
S6,483
S6,937
RENTAL INCOME
36 41
45
48
52
55 59
63
68
72
TOTAL
S1,926 $2,991
$4,768
$5,769
$6,858
$8,041 $9,324
$10,715
512,221
S13,851
COST OF REVENUE
$662 S1,008
S1,512
$1,618
$1,731
$1,852 $1,982
$2,121
$2,269
$2,428
TOTAL
$662 $1,008
$1,512
S1,618
$1,731
S1,852 $1,982
$2,121
S2,269
$2,428
PAYROLL 8 BENEFITS - FIXED
$131 S200
$300
S321
$343
$368 S393
S421
S450
S482
PAYROLL 14 BENEFITS - VARIABLE
354 540
810
867
927
992 1,062
1,136
1,216
1,301
OTHER EXPENSES
252 364
576
616
659
706 755
808
864
925
='
..
TOTAL
..............................
S738 S1.124
$1 686
�.........
S1 804
$1,930
S2► 066 S2I 210
$2f 365
$2I 530
S2I 707
r,•
NET CASH FLOW'
c
BEFORE. ADJUSTMENT
$527 $859
$1,570
$2,347
$3,197
$4,123 S5,132
$6,229
S7,422
$8,716
w.
ADJUSTMENTS
CAPITAL FUNDING -EQUITY
SO SO
SO
SO
SO
$O SO
SO
$O
SO•
r
-DEBT (256) (256) (256)
(256) (256)
(256) (256) (256)
(256) (256)
LEASE PAYMENTS (200) (200) (216)
(231) (247)
(265) (253) (303)
(324) (347)
TOTAL ADJUSTMENT ($456) (S456) (S472)
(5487) ($503)
(S521) (5539) ($559)
($580) (S603)
NET CASH FLOW AFTER
-
ADJUSTMENTS S71 S403 $1,098
$1,560 $2,694
$3,602 $4,593 $5,670
S6,842 S8,113
sesaxaasaseesaasaaesxsazzxaxxezxaxzasasaeaasssz:asaxxzxsxxaasaazxszaxseaaazazsxaaxzaasases
ASSUMES 10% UNIFORM ANNUAL DECREASE FROM PROPOSAL
ASSUMES PAYROLL HAS 25% FIXED COST FROM PROPOSAL VALUES
ASSUMES PAYROLL HAS 75% VARIABLE COST FROM INCREASED VALUES
ASSUMES OTHER EXPENSES FIXED AT PROPOSAL VALUES
241,
(y�
p/y
JeNN�
UNIFIED DEVELOPMENT OF THE VIRCINIA KEY BASIN PROPERTY
Fi)iIECAStED CASHFLOW STATEMENTS
FOR YEARS 1 . 10
(IN THOUSANDS)
YEAR 1
YEAR 2
YEAR 3
YEAR 4
YEAR 5
YEAR 6
YEAR 7
.• ....------------..,.........,...
YEAR 8
YEAR 9
YEAR 10
BEGINNING CASH
.................
SO
.........
(00)
........
$150
.....................
$634
$1,178
$1,779
S2,439
S3,164
S3,957
$4,824
OPERATING REVENUE
RESTAURANT
$1,680
$2,560
$3,840
$4,109
$4,396
S4;704
$5,033
$5,386
$5,763
$6,166
RENTAL INCOME
32
36
40
43
46
49
52
56
60
64
TOTAL
S1,712
$2,566
S4,030
S4,785
$5,621
S6,532
$7,525
$8,606
$9,780
$11,054
COST OF REVENUE
S588
S896
S1,344
$1,438
$1,539
$1,646
S1,762
S1,685
$2,017
$2,158
TOTAL
S588
$896
S1,344
$1,438
$1,539
S1,646
$1,762
$1,885
$2,017
S2,158
PAYROLL i BENEFITS - FIXED
S131
S200
$300
$321
$343
$368
S393
$421
$450
S482
PAYROLL & BENEFITS - VARIABLE
315
480
720
770
824
882
944
1,010
1,081
1,156
OTHER EXPENSES
252
384
576
616
659
706
755
808
864
925
TOTAL
----•-------------------------------------------------------------------------------------
$698
------------------------------------------------------------------------------------------
$1,064
$1,596
$1,707
$1,827
$1,956
$2,092
$2,239
$2,395
S2,563
NET CASH FLOW
BEFORE ADJUSTMENT - S426 S606 $1,090 $1,640 32,255 S2,930 S3,671 $4,482 S5,368 $6,333
a
ADJUSTMENTS
CAPITAL FUNDING -EQUITY SO SO SO
SO
$O
SO
$O
SO S0 S0
-DEBT (256) (256) (256)
(256)
(256)
(256)
(256)
(256) (256) (256)
LEASE PAYMENTS (200) (200) (200)
(205)
(220)
(235)
(252)
(269) (288) (308)
TOTAL.ADJU�JMEHT- ($456) ($456) ($456)
--------------------------------------------------------------
($461)
($476)
(S491)
($508)
($525) (S544) ($564)
------------------------
HET.CASH FLOW AFTER
:r
"
ADJUSTMENTS' < ($30) 5150 $634
S1,178
$1,779
$2,439
$3,164
$3,957 $4,824 $5,769
zazsazaaazaaszsasasasaazzaza:aaeasaaazssaszzssaazasasazsssaa=az=asasszas=sssazaaaszasaazas
%
r;
ASSUMES 20% UNIFORM ANNUAL DECREASE FROM PROPOSAL
F
ASSUMES PAYROLL HAS 25% FIXED COST FROM PROPOSAL VALUES
ASSUMES PAYROLL HAS 75% VARIABLE COST FROM INCREASED VALUES
ASSUMES OTHER EXPENSES FIXED AT PROPOSAL VALUES
r
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i*,.
10
INTER -OFFICE MEMORANDUM
CITY OP MIAMI, Ropib.A
To. Honorable Mayor and Members
of the City commission
FROM : Cesar H. Odi
City Manager
•vnv, ►a: •lk
rZ
DATE . MAR r 41991 FILE
SUBJECT Resolution Authorizing
Acquisition of four (4)
Parcels of Land in the
Latin Quarter
REFERENCES; City Commission Agenda
ENCLOSURES: Item/March 14, 1991
It is respectfully recommended that the City Commission adopt the
attached resolution authorizing the acquisition of four (4)
parcels of real property located in the Little Havana area and
within the Latin Quarter district, for the purpose of developing
a mixed use specialty retail and affordable housing project.
Based on a negotiated purchase settlement with each of the
respective property owners, purchase offers in the total amount
of $1,664,000 have.been,aocepted by the property owners for
acquisition of said four parcels.
J:nxes",(as ► e
On May 11, 1989, the City Commission adopted Resolution 89-464
directing the City Manager to set aside $2,000,000 to fund the
acquisition of lands in the Latin Quarter district for the
purpose of developing through the Unified Development Process the
'Latin Quarter Specialty Center Project.
The 1990-91 Capital Improvement Ordinance No. 10782, adopted
September 27, 1990-appropriated.$1,800,000 for the Latin Quarter
Specialty Center project and monies are available for the
proposed amount of the purchase contracts under Capital Project
No. 321038 of said Ordinance.
The Miami Department of Off-street Parking previously acquired in
1987 six lots (11-16 on block 104) fronting SW Eighth Street
between 14th and 15th Avenues as the initial acquisition of
properties necessary to build the Latin Quarter Specialty Center
and the parking garage needed to support the Center.
For the past twelve months, the Department of Development has
conducted negotiations, based on property appraisals by State
certified land appraisers, with the remainder of property owners
on block 104 and Block 1 (south of 8th Street) to obtain purchase
agreements for the balance of lands needed to construct the Latin
Quarter Specialty Center as orginally proposed in the I&Uu
Quarter specialty,_ Phase TTT Final Report, July, 1987
On,November 8, 1990, the City Commission adopted Resolution 90-
905 instructing the City Manager to set a time period of thirty
days to accept property owner proposals for sale of lands under
tF
[`F
S
page 2
Memorandum /
Purchase Authorization
of land in Latin Quarter
purchase negotiations. If such negotiations failed, the manager'
was to proceed with identifying alternative similar sites on
which a mired -use project with ground level retail and apartment/ r
condominium residential use could be built and schedule a public
hearing on the issue.
i
The deadline of December 8th passed without the administration
obtaining from property owners agreements to sell within
appraised fair market value plus 10% of sufficient lands to build
1 the originally configured Latin Quarter Specialty Center thus
necessitating pursuit of the alternative mixed use development
program.
Based on these negotiationts, and within the budget permitted by
remaining funds allocated for purchasing of lands to implement i
the alternative development program for a mixed use project, the
administration is recommending the purchase of four parcels of
land (lots 1-3 and 17 -20 of block 104) contiguous with the
existing DOSP site as the properties which optimize public land
investments.
f
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