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HomeMy WebLinkAboutR-84-0624t ja•, X:r RESOLUTION NO. 4 24 A RESOLtlTIONO RECSIVE, OPEN, it13IDS AUTHORIZED AND REFER TO TOE CtT1t MANAGER FOR TABULATION AND REPAUTHORIZED ORT 13 4-601 . T O HE RECEIVED THIS DATE UNDER RESOLUTION FIREBPREVEN- FOR THE SALE OF $200000000 FIRE FIGHTSIN00t000 HOUSING TION AND RESCUE FACILITIES BONDS, BONDS, $3,000,000 STOP SEWER IMPROVEMENT BONDS AND $'i,100,0STREET AND HIGHWAY IMPROVEMENT BONDS OF THE CITY OF MIAMI. BE IT RESOLVED BY THE COMMISSION OF THE CITY OF MIAMI► FLORIDA: That bids authorized to be received this date under Resolution No. 84-601 for the sale of $2,000,000 Fire Fighting, Fire Prevention and Rescue Facilities Bonds, $18,100,000 Housing Bonds, $3,000,000 Storm Sewer improve- ment Bonds and $7,100,000 Street and Highway Improvement Bonds of The City of Miami, Florida, be, and they are hereby received, opened, read and referred to the City Manager for tabulation and report. PASSED AND ADOPTED this ._141-h _ day of June 1984. Maurice A. Fe=e Maurice A . Ferre, yor ATT T' p G. Ong e, ity C e P EARED AND APPROVED BY: putt' City Attorney APPROVED AS TO FORM AND CORRECTNESS: t Attorney "R.rcla-Pe rosa, y CITY COMMISSION MEETING OF J U ra 14 19B4 RESOLUDOW 4+U. � rtGlpnnn+. F. YC'st+t rFe . c` $ s : x 4"' o;- -_ M r w }r= 1 �G cl" OF MIAMh PLOMOA x Y }r INtalt-dRR'ICk MlMdfRANDUM ' Tn; Howard V. Gary May 31, 1984 City Manager DATE: SUBJECT: Agenda Item for Meeting FROM: Carlos E. Garcia Director of Finance of June 14 , 1984 REFERENCES: ENCLOSURES: It is recommended that the attached Reso- lution to receive, open, read, and refer to the City Manager for tabulation and report bids authorized to be received this date under Resolution No.84-601, for the sale of $2,000,000 Fire Fighting, Fire Prevention, and Rescue Facilities Bonds; $18,100,000 Housing Bonds; $3,000,000 Storm Sewer Improvement Bonds; and $7,100,000 Highway Improvement Bonds, of the City of Miami, Florida, and setting forth the rates of interest and other de- tails respecting such bonds. Resolution 84-601, authorized notice of sale of $30,200,000 general obligation bonds, bids to be received by 11:00 a.m., June 14, 1984. This Resolution authorizes the Manager to receive, open, read, and tabulate the bid to award the bond sale. cc: Law Department 84"--624 ,Lc ,} ii i• L�i� � � . _ � �i�.�'ia _ "7� 4� z '�{ 5 y� '�Y 5 }S,�C, d � lv' J _ *r•� �� CITY Or MIAMI, FWRItyA INTER•0FFIC1[ MEMORANCIUM ro. Howard Y. Cary OATS: May 31 , 1984 " F_ City Manager V)a = SUOJECT: Agenda Item for l#eetl g of June 14, t9 FROM REFERENCES f`.J Carlos E. Garcia - —, Director of Finance ENCLOSURES: It is recommended that the attached Reso- lution to receive, open., read, and refer too the City Manager for tabulation and report bids authorized to be received this date under Resolution No.84-601, for the sale of $29000,000 Fire Fighting, Fire Prevention, and Rescue Facilities Bonds; $18,100,000 Housing Bonds; $3,000,000 Storm Sewer Improvement Bonds; and $7,100,000 Highway Improvement Bords, of the City of Miami, Florida, and setting forth the rates of interest and other de- tails respecting such bonds be approved. The City Commission approved Resolution. No. 84-601, on May 24th, authorizing notice of sale of $30,200,000 general obligation bonds. This Resolution authorizes the Manager to receive, open, read, and tabulate the bid to award the bond sale in agreement with previous legislation adopted by the Commission. Such notice of sale Mated that bids from prospective underwriters would be received by the City Commission by 11:00 a.m., on June 14, 1984. cc: Law Department-" 84- 624 ,c "OFF CITY OF MiAMI. FLORIDA M�MoRAN"SUM ATTACHMENT 1 {o Randolph Rosencrantz CATS: April 25 ; 19.84 FILE: s Assistant City Manager sue:Ecr: Projects to be funded with 184 Bond Sale , (% Carlos E. Garcia REFERENCES: FROM' Director of Finance ENCLOSURES: Proceeds of the 1984 - $30.2M G.0-. Bond Sale are projected to be as follows: Housing Bonds Affordable Housing Overtown Park West Streets_& Highways City Wide Paving Design Plaza Manor Highway Improvement S.W. 27th Avenue Allapattah Industrial Area Grand Avenue Sidewalk Overtown Highway E. Little Havana Highway S.W. 16th Street Highway Overtown Parkwest Storm Sewers Flagler Storm Mods. Local Drainage E-54 Riverview P.S. Mods. Orange Bowl P.S. Mods Manor Shenandoah Leieune Station Fire Bonds New Communications System Total $ 79000,000 11 1009000 1 , 100,000 $ 250,000 500,000 7009000 70,000 11000,000 200,000 400,000 11000,000 8809000 2,100,000 7,1009000 200,000 800,000 50,000 100,000 6009000 420,000 830,000 3 , 000 , 000 2,00.0,000 $ 30,_200,000 84-624 ih'D`SF pi „�aPitf 4 g 1 2 G. 0. Bonds Authorized & Issued 9/30/83,� A - Issued e Balance, Date Purpose _ � $ 81,475, 000 $ 75,100,000•• $6,375,000+� 6/30/70 Highways Pollution Control 25,000,000 22 000 ,000 39000,000 9/28y76 Sanitary Sewers 10,000,000 10'000 000 -0- Fire 25,0009000 6,�00,000 .18,100,000 ,3/9/76 Housing 15,000,000 12,000,000 390009000 3/7/78 Storm Sewer 4590001000 -0- 451000,000 10/7/80 Sanitary Sewer 309000,000 6,000,000 2410009000 Streets 219000,000 89000,000 13,000,000 11/3/81 Fire 20,000,000 -0- 2010001000 3/12/84 Police 30 000 000 -0- 30 000 000 Sewer , 0 9 . , *Interest limit of 7% 84--624 c , , Y Dated: June 1, 1984 PREUNWARY OFFICIAL. STATEMENT DATED JUNE , 19" In the opinion bf Bond Counsel, under existing statutes, regulations, rulings and court decisions the interest on the Bonds is exempt from all present Federal income taxes and from income taxation under State of Florida law, except as to taxis imposed by Chapter 220, Florida Statutes, .on interest, income or profits on debt obligations owned by corporations, as defined in said Chapter 220. The Bonds are exempt front intangible personal property taxes imposed by Chaper 199, Florida Statutes. NEW ISSUE $309200,1000 The City of Miami, Florida General Obligation Bonds S 2,000,000 Fire Fighting, Foe Prevention and Rescue Facilities Bonds 18,100,000 Housing Bonds 3,000,000 Storm Sewer Improvement Bonds 7,100,000 Street and Highway Improvement Bonds Due: June 1, in the years as shown below Interest on the Bonds is payable semi-annually on June 1 and December 1 in each year, commencing December 1, 1984. The Bonds are issuable as fully registered bonds in the denomination of $5.000. Interest on the Bonds gill be payable to the registered owners shown on the registration books of the City on the fifteenth day of the nwrith preceding an interest payment date, by check or draft mailed to such blregistered owners by and the Bond Registrar and Paying Agent. The principal of, and premium, if any, are pay uponpresentation surrender of the Bonds, at the option of the registered owner, at Chemical Bank, in the Borough of Manhattan in the City and State of New York, as Bond Registrar and Paying Agent or at Pan American Bank, N.A., in the City of Miami, Florida as Paying Agent. The Bonds maturing on or after June 1, 1995 are subject to redemption at the option of the Commission of the City, on and after June 1, 1994, in whole on any date, or in part in the inverse order of their maturities (by lot within any maturity) on any interest payment date, at redemption prices ranging from % to 100%, plus accrued interest. The Bonds are general obligations of the City for which its full faith, credit and taxing Power are pledged. and are payable from unlimited ad valorem taxes levied on all taxable property in the City (excluding homestead exemptions, as required by law). MATURITIES, AMOUNTS, RATES AND YIELDS OR PRICES (Accrued interest to be added) Due principal Ykld or Due Principal Yield or Price lone 1 Amount Rate Price Due June 1 Principal Ykid or Rate ate Price lnne 1 1986 Aaaum S 380,000 —" — — 1997 $1,1,185.000000 2006 $ 2007 865,000 865,000 1987 1988 8001000 810.000 1997 1998 1,210.000 2008 865.000 1325,000 1999 1,240,000 2000 1,270,000 2009 2010 865,0001989 ,000 865865,000 1990 1991 840.000 915,000 2001 1,455,000 2011 201 1, 1, 080,000 1992 1993 930,000 950.000 2002 1,485.000 2003 1,520,000 2013 1,080.000 1994 980.000 2004 1,580,000 2014 1,310.000 1995 990,000 2005 650,000 The Bonds are offered when, as and if issued and received by the Underwriters, subject to the unqualified approval of legality by Brown, Wood, Ivey, Mitchell 8c Petty, New York, New York, Bond Counsel, and to certain other conditions. It is expected that the Bonds in definitive for ni will be available for delivery in New York, New York, on or about June , 1984. Sealed proposals will be received by the Commission of the City, at its regular place of meeting in the City Hall. 3500 Pan American Drive, Dinner Key, Miami, Florida, until 10:00 A.M., Miami time, on Thursday. June 14, 1984. Please refer to the official Bid Form and Notice of Sale, which outline the terms and conditions for the submission of offers to purchase the Bonds. June , 1984 84-624 Y ti F a i Ai � ��li)i-�7iilr s 64SOCat .o..prvdf of May 17; 1994 TRE MY OF MIAMI, FLORIDA MEMBERS OF BOARD OF CITY COMMISSIONERS MAURICE A. FERRE, Mayor JOE CAROLLO MILLER J. DAWKINS DEMETRIO PEREZ, JR. J. L. PLUMMER, JR. CITY OFFICIALS City Manager ......................... H. V. GARY City Attorney .................... J. GARCIA-PEDROSA Assistant City Manager ........... R. B. ROSENCRANTZ Director of Finance ...................... C. E. GARCIA City Clerk .... ............... ........... . R. G. ONGIE Bond Counsel BROWN, WOOD, IVEY, MITCHELL & PETTY New York, New York Financial Advisor JAMES J. LOWREY & CO. INCORPORATED New York, New York Independent Certified Public Accountants COOPERS & LYBRAND Miami. Florida 84 -624 • 8Ws, IN.., TytM (212) 962►5222 6401 ••••PWf of May 17, 1984 This Of lai Statement does not constitute an offer to sell Bonds in any jurisdiction to any person to whom it is unluwfW to mane such offer In such jurisdiction. No dealer, salesman, or any other person has been authorized to give any Information or make any representation, other than those contained herein, in connection with the offering of those Bonds and, if given or made, such information or represenbtion must not be reHW upon. The information and expressions of opinion herenn are subject to change without notice and nether the delivery of this Offlclal Statement tar any sale made hereunder shall, tinder any circum- stances, create any implication that there will be to change In the affairs of the City from the date hereof to the date of the delivery of the Bonds, but we paragraph beaded "Closing Certificate" herein. TABLE OF CONTENTS P Summary Statement TheCity ............................... a The Bonds ............................. in Intent Payment Dates ................... N Optional Redemption .................... NO Tax Exemption ........................ ON Application of Proceeds .. .... ........ (lid Security, Authorization and Validation ...... ON Description of the issue Introduction ............................ ME The Bonds ............................. ME General ............................ in Interest Payment Dates ............... ME Maturity Schedule .................. (n Optional Redemption ................ loco• Security. Authorization and Validation .. u November. 1984 Constitutional Referen- dum on Revenue Limitations ......... iu Application of Proceeds .................. (d Tax Exemption ......................... iE Credit Ratings .. ... ................. ie Sale at Competitive Bidding ........... . ... 1111E Litigation ............................. n Auditors... .. ....................... n Approval of Legal Proceedings ............ h Closing Certificate ....................... ill Debt Summary Payment of Bonds and Bond Election Requirement .. .... .. .. .. ........ ON Debt Statistics and Various Debt Ratios ..... ON Legal Debt Limitation .................... lU Selected Debt Data .. .......... ...... ON General Obligation Bonds Authorized But Not Issued .... .. ................. n Proposed Revenue Bond Issues ............ (ice Capital Improvement Program ............. u Financing The Six -Year Capital Improvement Program ..... I ..... ............ n Leases and Other Contractual Commitments .. ON Description of The City The City ............................... to Geography .......................... NO Climate ............................ in Population ......................... ME Government of Miami ................ q Mayor and City Commissioners .. , ..... ME Administration of the City ............ in Scope of Services and Agency Functions. in f ,v Regional Government Services ......... ME Medical Facilities ................. iE Recreational Facilities ................ p Cultural Facilities and Affairs ......... ME Educational Institutions ............... q Financial Information .................... (q General Description of Financial • Practices . ........ ...... .... (� Statement of Revenues and Expenditures to Description of Revenues .............. ON Procedure for Tax Levy and Tax Collection ........................ ME Tax Schedules and Tables ............ h Pension and Retirement Plans ......... UK Labor Relations • ..................... ME Risk Management ................... ME Economic and Demographic Data .......... in Introduction and Recent Developments .. ON Metrorail .......................... ME Bayside.......... .. ............ in Southeast Overtown/Park West ........ 00 Sports and Exhibition Center .......... 00 Insurance Exchange of the Americas .... ME Corporate Expansion ................. ON Industrial Development ............... 00 Financial Institutions ................. ON Tourism ........................... ME Film Industry ....................... p Agriculture......................... u Expert............................. ON Miami International Airport ........... ON Port of Miami ...................... ME Family Income ...................... ME Retail Sales ........................ ON Employment ........................ in Housing ......................... NO Building Permits .................... ON Approval and Offering Statement ........... ME Financial Statements Index to Financial Statements .............. ON Accountant's Report ..................... ON Financial Statements ......................SO Notes To Financial Statements ............. ME Appendix A. Form of Opinion of Bond Counsel For Bonds ............................ NO B. Letter of City Attorney re: Litigation ..... ME 84-624 t _ r HS t � t �* r� u y , S 64.L --PMOf Of May 17, 'V5% $30,200,i THE CITY OF NIA General Obligation tons coosistlg of $ 2,000,000 Fire Fighting, Fire prevention and Rescue Facilities Bonds 18,100,000 Housin8 Bonds Improvement Bonds 3,000,000 Storm Sewer Imp Improvement Bonds 7,100,000 Street and High Y P SUMMARY STATEMENT (Subject in all respects to the more complete information contained elsewhere in this oMdai Statement.) The City t city was fu-st settled in 1836 and was The City of Miami in Dade County. the larges fowl east coasttof Florida along thn the State Of e western shore of Biscayne Bay and incorporated in 1896. It is located on the miles of land and 19.5 square miles is the southernmost large city in the United States. It comprises 34.3 squareof the Federal Government of water. The 1982 population estimate being used by the Office of Revenue Sharing is 382,726, representing 22.1% of the total population of Dade County. The Bonds The Bonds are being issued in the aggregate Principal amount of 530.200,000, are dated June 1. 1984, are registered bonds in the denomination of $5.000. Interest on the Bonds will be payable to the issuable as fully regi of the month preceding an registered owners shown on the regisaason books of the City on the f the Bo�ttd Registrar and Paying Agent; interest payment date, by check or draft mailed to such registered ownersand surrender a the Bonds, at the option the principal of, and premium, if any, are payable upon presentation mical Bank, in the Borough of Manhattan in the City and State of New York as Bond of such owner. at Che Pan American Bank, N.A., in the City of Miami, Florida as Paying Agent. Registrar and Paying Agent. or at Interest Payment Dates The Bonds beat interest at the rates per annum set forth on the cover page of this Official Statement, payable semi-annually on June 1 and December 1 of each year. cotamencing December 1, 1984, and mature on tune 1 in the years and principal amounts set forth on the cover page of this official Statement. optional Redemption r June 1, 1995 are subject to redemption, at the option of the Commission of .� Bonds Ong on or afte the City, on and after June 1, 1994, in whole on any date, or in Pact in the inverse order of their ma► cities (by lot �,y maturity) on any interest payment date, at the following redemption prices, plus accrued interest to the date of redemption: Aedemp" price o adeatmt pPe (data dve) % June 1, 1994to May 31, 1995 ...................................... % June 1, 1995 to May 31. 1996 .......................................... % June 1, 1996 to May 31,1997 ......................................... % June 1, 1997to May 31,1998 .......................................... % June 1, 1998 to May 31. 1999 ............. ............ % June 1, 1999to May 31,2000 ............ .......................................... % June 1, 2000 and thereafter ................................ B4-6 24 011) Oil -Sin 64SiC=I --Proof of May 17, 19U Taal Exemptbn In the opinion of Brown, Wood, Ivey. Mitchell tit Petty, New York, New York, Bond Counsel, under existing statutes, regulations, rulings and court decisions the interest on the Bonds is exempt from all present Federal income taxes and from income taxation under State of Florida law, except as to taxes imposed by Chapter 220, Florida Statutes, on interest, income or profits on debt obligations owned by corporations, as defined in said Chapter 220. The Bonds are exempt from intangible personal property taxes imposed by Chapter 199, Florida Statutes. AppWitlon of Proceeds $2,000,000 Fine Fighting, Fin Prevention and Rescue Facilities Bonds Ordinance No. 9296, as amended, authorized the issuance of $21,000,000 Fire Fighting, Fore Prevention and Rescue Facilities Bonds for the purpose of paying the cost of fire fighting, fire prevention and rescue facilities. $8,000,000 principal amount of such bonds has been issued and an additional installment of $2,000.000 of such bonds is being offered hereunder. $18,100,000 Housing Bonds Ordinance No. 8514 authorized the issuance of $25,000,000 Housing Bonds for the purpose of providing housing in the City for families and persons, including the elderly, of low or moderate income. $6,900,000 principal amount of such bonds has been issued and a final installment of 518,100,000 of such bonds is being offered hereunder. $3,000,000 Storer Sewer Improvement Bonds Ordinance No. 8736 authorized the issuance of $15,000,000 of Storm Sewer Improvement Bonds for the purpose of paying the cost of the construction of permanent drainage facilities within the City. $12,000,000 principal amount of such bonds has been issued and a final installment of 53.000,000 of such bonds is being offered hereunder. $7,100,000 Street and Highway Improvement Bonds Ordinance No. 9129 authorized the issuance of $30,000.000 Street and Highway Improvement Bonds for the purpose of paying the cost of street and highway improvements in the City. $6,000,000 principal amount of such bonds has been issued and an additional installment of $7,100,000 of such bonds is being offered hereunder. Security, Authorization and Vr'idation The Bonds will be general obligations of the City for which its full faith, credit and taxing power are pledged. and are payable from unlimited ad valorem taxes on all taxable property in the City (excluding homestead exemptions for certain persons who are aged. disabled or otherwise qualified therefor as required by law), The Bonds shall be issued under and pursuant to the laws of the State of Florida, the Charter of the City and ordinances and resolutions of the Commission of the City. The Bonds have been authorized under the provisions of the City Charter, including particularly Section 58 thereof, and certain ordinances and resolutions adopted by the Commission of the City. The Bonds have been approved by the electors and validated as follows: The Fore Fighting, Fire Prevention and Rescue Facilities Bonds were approved by the electors on November 3. 1981 and were validated by judgment of the Circuit Court of Dade County on July 13, 1982. No appeal was taken. The Housing Bonds were approved by the electors on March 9. 1976 and were validated by judgment of the Circuit Court of Dade County on February 17, 1977. No appeal was taken. The Storm Sewer Improvement Bonds were approved by the electors on March 7, 1978 and were validated by judgment of the Circuit Court of Dade County on October 20. 1978. No appeal was taken. The Street and Highway Improvement Bonds were approved by the electors on October 7. 1980 and were validated by judgment of the Circuit Court of Dade County on January 11, 1982. No appeal was taken. ii 84-f 24 New. H. Tom (212) %2.31n • 6450iy444wt of May M 1093 OEFICL41. STATE WENT $30,200t000 THE CITY OF MIAMI, FLORIDA General Obligation Bonds Con"Ing of $ 2,000,000 Fire Fighting, Fire Prevention and Rescue Facilities Bonds 18,100,000 Housing Bonds 3,000,000 Storm Sewer Improvement Bonds 7,100,000 Street and Highway Improvement Bonds DESCRIPTION OF THE ISSUE INTRODUCTION t The purpose of this Official Statement of The City of Miami. Florida (the "City'), which includes the cover page and appendices hereto. is to set forth information -concerning the City and its general obligation bonds to be issued in the total principal amount of $30,200,000 (the "Bonds"), consisting of four different series of general obligation bonds of the City authorized by the Commission of the City, approved by the electors and remaining unissued, as hereinbelow mentioned. THE BONDS The Bonds are being issued in the aggregate principal amount of $30,200.000. are dated June 1. 1984, are issuable as fully registered bonds in the denomination of S5,000 or whole multiples thereof, registrable as to both principal and interest. Interest on the Bonds will be payable by check or draft mailed to the registered owners shown on the registration books of the City on the fifteenth day of the month preceding an interest payment date, _ by check or draft mailed to such registered owners by the Bond Registrar and Paying Agent (the "Record Date"). irrespective of any transfer or exchange of such Bond subsequent to such Record Date and prior to such interest payment date. unless the City defaults in the payment of interest due on such interest payment date. In the event of any such default, such defaulted interest will be payable to the person in whose name such Bond is registered at the close of business on a special record date for the payment of such defaulted interest established by notice mailed by the Trustee to the registered owners of Bonds not less than 15 days preceding such special record date. Such notice shall be mailed to the person in whose name the Bonds are registered at the close of business on the fifth day preceding the date of mailing. The principal of, and premium, if any, are payable upon presentation and surrender of the Bonds, at the option of such owner, at Chemical Bank. in the Borough of Manhattan in the City and State of New York as Bond Registrar and Paying Agent, or at Pan American Bank, N.A.. in the City of Miami, Florida as Paying Agent. Interest Payment Data The Bonds bear interest at the tales per annum set forth on the cover page of this Official Statement, payable semi-annually on June 1 and December I of each year, commencing December 1, 1984, and mature on June I in the years and principal amounts set forth on the cover page of this Official Statement and as follows: a 84—G24 Maturity Sebeduk mew* owe Julie 1 1986 $ 295,000 1987 295.000 1988 295,000 1989 295,000 1990 295,000 1"1 365,000 1992 365,000 1993 365,000 f994 365,000 1995 360.000 1996 505,000 1997 503,000 1998 505,000 1999 505,000 2000 505,000 2001 650.000 2002 650.000 2003 650,000 2004 650.000 2005 650,000 2006 865,000 2Q07 965,000 2008 865,000 2009 8651000 2010 965.000 2011 1,080+000 20I2 11080.000 2013 1,235,000 2014 1,310.000 rrUUMIS $ -0- 200,000 190,000 180,000 170,000 160,000 130.000 140,000 130,000 120,000 110,000 100.000 90.000 80.000 60,000 50.000 30,000 20,000 20,000 s+orro s.� $ 85,000 95.000 1001000 110,000 120,000 115,000 125,000 130,000 150.000 150,000 155,000 170.000 175,000 185,000 205,000 220,000 230,000 235,000 245,000 Sums "d u S -0- 210,000 225,000 240.000 255,000 275.000 290,000 315,000 335.000 360,000 385.000 410,000 440.000 470,000 500.000 535,000 575,000 §15,000 665.000 tow hbdpd ANIGUN S 380,000 800.000 $10,000 825,000 940,000 915,000 930,000 950,000 980,000 990.000 1.155.000 1,185.000 1,210,000 1,240,000 1.270.000 1,455,000 1,485,000 1,520,000 1.580,000 650,000 863,000 965.000 865,000 965,000 865.000 1.080.000 1,080.000 1,235.000 1,310,000 Optional Redemption •U Bonds maturing on or after June 1. 1995 are subject to redemption, at the option of the Commission of the City, on and after June 1, 1994, in whole on any date, or in part in the inverse order of their maturities (by lot within any maturity) on any interest Payment date, at the following redemption prices, Plus accrued interest to the date of redemption: Price Bede tnuiWdW of ItedmPtlasPeriod p tprl -0-) (tadadret % June 1,1994to May 31,1995 .............................. June 1,1995 to May 31,1996 .............................. % June 1.1996to May 31.1997 .............................. % June 1,1997to May 31,1998 .............................. % June 1.1998to May 31,1999 .............................. % Jute 1,1999 to May 31.2000 .............................. % June 1. 2000 and thereafter ................................. 2 e •I ' ".-H. 7'yrrel (212) 962-3222 6450C-1- Proof of May 11, 1983 The City is required to give notice of redemption of the Bonds by publication in a newspaper of general circulation in the City and In a financial newspaper or journal of national circulation published in the City of New York, New York, said publications to be at least 30 days but not more than 60 days prior to the redemption date. Security, Atathorizatinu and Vaiidatkm The Bonds will be general obligations of the City for which its full faith, credit and taxing power are pledged, and are payable from unlimited ad valorem taxes on all taxable property in the City (excluding homestead exemptions for certain persons who are aged, disabled or otherwise qualified therefor). The Bonds shall be issued under and pursuant to the Constitution and other laws of the State of Florida, the Charter of the City and ordinances and resolutions of the Commission of the City. The Bonds have been authorized under the provisions of the City Chatter, including particularly Section 58 thereof, and certain ordinances and resolutions adopted by the Commission of the City. The Bonds have been approved by the electors and validated as follows; The Fire Fighting, Fire Prevention and Rescue Facilities Bonds were authorized by Qrdinance No. 9296. adopted July 23. 1981, as amended by Ordinance No. 9406, adopted on April 1, 1982, were approved by the electors on November 3, 1981 and were validated by judgment of the Circuit Court of Dade County on July 13, 1982. No appeal was taken. The Housing Bonds were authorized by Ordinance No. 8514, adopted February 4. 1976, were approved by the electors on March 9. 1976 and were validated by judgment of the Circuit Court of Dade County on February 17, 1977. No appeal was taken. The Storm Sewer Improvement Bonds were authorized by Ordinance No. 8736. adopted January 11, 1978, were approved by the electors on March 7, 1978 and were validated by judgment of the Circuit Court of Dade County on October 20, 1978. No appeal was taken. The Street and Highway Improvement Bonds were authorized by Ordinance No. 9129, adopted July 10. 1980, were approved by the electors on October 7, 1980 and were validated by judgment of the Cinmit Court of Dade County on January 11, 1982. No appeal was taken. Future Revenue iLimitatkms In 1983, a proposed amendment to the Constitution of Florida was initiated by citizen petition, which would limit the amount of revenues (defined to include ad valorem taxes, other taxes, and all other receipts) which the State and each of its taxing units (such as counties, municipalities and special taxing districts) would be allowed to collect in any subsequent fiscal year. The proposed amendment was scheduled to be voted on in the November, 1984 general election. However, on March 27, 1984 the Florida Supreme Court announced its decision in Fine v. Firestone, which found the proposed constitutional amendment to be insufficient for failure to comply with the single subject requirement of the Florida Constitution and instructed the Secretary of State to take the appropriate action so that the amendment ruled upon would not appear on the November 1994 ballot. All seven justices concurred in the result of the Supreme Court which is the State's court of last resort. The Legislature of Florida is presently in session and is considering various other revenue limitation proposals,. some of which would take the form of proposed constitutional amendments which would not take effect unless approved at a state-wide referendum, and some of which would take the form of state statutes effective without voter approval. No prediction can be made as to whether any such proposal will even take effect, or what impact any such proposal may have upon the financial operation of the City, if any. APPLICATION OF PROCEEDS $2,000,000 Fire Fighttag, Fire Prevention and Rescue Facilities Bonds Ordinance No. 92%, as amended, authorized the issuance of $21.000,000 Fire Fighting, Fire Prevention and Rescue Facilities Bonds for the purpose of paying the cost of fire fighting, fire prevention and rescue facilities. K 84—f 24 6 et � Y ti.t+ � t rs Beni. R..io (212) 062•92U 643oC•1_-proof of May 17. 1983 including the construction, reconstruction and improving of fire stations, an administration building. other structures, equipment, vehicles and communication systems related to the training, administration and operations of the Fire Department and the acquisition of any necessary land and equipment. S8.000.000 principal amount of such bonds has been issued and an additional $2,000,000 of such bonds is being offered hereunder. $18,100,000 Housing Bonds Ordinance No. 9514 authorized the issuance of $25.000,000 Housing Bonds for the purpose of providing housing in the City for families and persons, including the elderly, of low or moderate income, pursuant to agreements between the City and Dade County, by assisting Dade County in financing such housing, or by increasing the security and marketability of obligations that shall be issued by Dade County to acquire, construct and rehabilitate such housing on a self-liquidating basis. $6,900,000 principal amount of such bonds has been issued and a final installment of $18,100.000 of such bonds is being offered hereunder. These bonds are to be issued to finance the purchase of land in conforrimance with agreements of cooperation, dated January 18, 1983 and March 31, 1983, between the City and Dade County, which land is to be conveyed to developers for the purpose of implementing programs to provide housing in the City for families and individuals. $3,000,000 Storm Sewer Improvement Bonds Ordinance No. 8736 authorized the issuance of $15,000,000 of Storm Sewer Improvement Bonds for the purpose of paying the cost of the construction of permanent drainage facilities within the City. A poition of the proceeds will be used to construct drainage facilities in conjunction with street improvement projects in certain portions of the City. $12,000,000 principal amount of such bonds has been issued and a final installment of $3,000,000 of such bonds is being offered hereunder. $7,100,000 Street and Highway Improvement Bonds Ordinance No. 9129 authorized the issuance of $30,000,000 Street and Highway Improvement Bonds for the purpose of paying the cost of street and highway improvements in the City, including the constructing, recon- structing, extending, widening. grading. paving, repaving, macadamizing and remacadamizing of highways, streets, and other public ways, with necessary drainage, sewer inlets, manholes, catch basins. sidewalks, curbs, gutters and appurtenances and the acquisition of land and rights of way and the landscaping, clearing and leveling thereof. S6,000,000 principal amount of such bonds has been issued and an additional installment of $7,100.000 of such bonds is being offered hereunder. TAX EXEMPTION In the opinion of Brown, Wood, Ivey, Mitchell & Petty, New York, New York, Bond Counsel, under existing statutes, regulations, rulings and court decisions the interest on the Bonds is exempt from all present Federal income taxes and from income taxation under State of Florida law, except as to taxes imposed by Chapter 220, Florida Statutes. on interest. income or profits on debt obligations owned by corporations, as defined in said Chapter 220. The Bonds are exempt from intangible personal property taxes imposed by Chapter 199, Florida Statutes. CREDIT RATINGS The Bonds have received the credit ratings of by Standard & Poor's Corporation and by Moody's Investors Service. Inc. Certain information and materials not included in this Official Statement were furnished to the rating agencies. Generally, rating agencies base their ratings on the information and materials so furnished and on investigations, studies and assumptions by the rating agencies. Such credit ratings reflect only the views of such credit rating agencies, and an explanation of the significance of such credit ratings may be obtained from the credit rating agencies furnishing the same. There is no assurance that such credit ratings win continue for any given period of time or that they will not be revised or withdrawn entirely by either or both of such credit rating agencies, if in their respective judgments circumstances so warrant. A revision or withdrawal of any such credit rating may have an adverse effect on the market price of the Bonds. 4 84--624 4 k I 1 .1)i1"-PT �doftMay 111) +17, 9 32 640C. SALE AT C0MPETCf1VE BtDDtNG Sealed proposals will be received by the Commission of the City, at its regular place of meeting in the City binner Key, Miami, Florida, until 10-00 A.M., Miami tithe, on Thutsday, Junt 1laii, 3500 Pan American Drive, 14, 19M. Please refer to the Offithe Bonds. Bid Form and Notice of Sett, which outline the terms and conditions for the submission of offers to purchase LITIGATION The City is currently involved in certain pension litigation and related matters as described in Note 14(Athe ) in the Section "FINANCIAL STATEMENTS." in addition, other litigation is pending involving claims which be lawsuits ate discussed in the City Atomel' s letter attached hereto as Appendix City` These in a letter to be submitted as a closing document. updated by the City Attorney There is not now pending any litigation restraining or enjoining the issuance or delivery of the Bonds or the levy or collection of taxes to pay the principal of or the interest on the Bonds, or questioning the proceedings or authorization under which the Bonds are to be issued, or affecting the validity of the Bonds. AUDITORS The financial estate ts of the City set forth in this Official Statement have certified public accountants, for the fiscal year ended September 30, examined8s stated iby n their Lybrand.t e City of this Official Statement. (See report o the City Commission dated January 13, 1984, and are an integral part the Section "FINANCIAL STATEMENTS.") APPROVAL OF LEGAL PROCEEDINGS Certain legal matters incident to the authorization and issuance of the Bonds are subject to the appn wiprovll be of Brown, Wood, Ivey. Mitchell petty. New York, New York, Bond Counsel, whose legal op cost to them, at the time of the delivery of the Bonds and will be printed on available to the underwriters• no the Bonds. CLOSING CERWICATE Certificate of City Manager and Director of Finance Concerning Official Statement Concurrently with the delivery of the Bonds, the City Manager and the Director of Finance will famisof the h their certificate date of delivery off thethe Bonds.Bonds did not and does not contaithat, to the best of their n an Untrue , this lstatemenial Statement, amaterial f date t o of and to state a material fact necessary to make the statements contained therein. in the light of the circumstances under which they were made, not misleading. DEBT SUMMARY Tire infomsation under this heading is subject in all respects to the more detailed fmancial information contained in audited financial statements of the City. (See the Section -FINANCIAL STuA�'�e�y Commission tefett ne is made o the report of Coopers & Lybrand dated January and the matters noted therein. Payment of Bonds and Bond Eliection Requiremut pursuant to the Florida Constitution, there is no limit on the amount of ad valorem taxes the City must levy for the payment of voted bonds. The City is limited o a maximum tax evy Cityservi es10 .sper othesthan for theepayment of the assessed value of real estate and tangible personal property y •c� t� .y « > - ..• _, , .;T ��rLl � N1i¢,y,, � � eT�`�z '`�' yrw' t °' 4 "�'k^�j• 1 13 S ✓ { cif t hegj. it. Ty" (212) 061.3222 54S0C=1.4roof 0f May 17, 1983JIM of voted bonds. Ad valorem taxes levied for periods not exceeding two years and authorized by a vote of the electorate are excluded from such 10 mill limitation. .z. The Florida Constitution requires the approval .of electors prior to the issuance of bonds payable from ad r valorem taxes. A provision of the Florida Constitution limiting such vote to electors who were owners of freeholds 3 not wholly exempt from taxation within the subdivision was declared void in 1972. Accordingly, all qualified electors in the City are eligible to vote in bond elections. The remainder of the relevant section of the Constitution providing for ad valorem taxation was held valid and is operative. Debt Statistics and Various Debt Ratios The following tables detail the City's debt statistics and significant comparative ratios of debt to population and to the City's tax base. Current Debt Ratios of the City of Miami FACTORS: Assessed Valuation(l).............................. :........ Net Taxable Assessed Valuation .............................. City of Miami Debt, Net of Capitalized Reserve Funds General Obligation ....................................... SpecialObligation(2)..................................... Combined Net Direct Debt (September 30, 1983) ............ Overlapping Debt, Net of Capitalized Reserve Funds, C 22.1% General Obligation ................................. . .... . SpecialObligation(2)..................................... Combined Net Overlapping Debt (September 30, 1983) ....... Population of Miami(3)...................................... Assessed Valuation Per Capita ................................ Net Taxable Assessed Valuation Per Capita ..................... DEBT RATIOS: Net Direct General Obligation Debt as a Percent of Net Taxable Assessed Valuation ............................ Combined Net Direct and Overlapping General Obligation Debt as a Percent of Net Taxable Assessed Valuation ........... Net Direct General Obligation Debt Per Capita .................. Combined Net Direct General and Special Obligation DebtPer Capita .......................................... Combined Net Direct and Overlapping General Obligation Debt Per Capita .......................................... Combined Net Direct and Overlapping General and Special Obligation Debt Per Capita ................................. $124,955,444 74,435,755 $115,356,475 59,962,604 $8,659,281,000 $7,738,386,000 $ 199,391,199 $ 175,319.079 382.726 $ 22,625 $ 20.219 1.61 gib 3.11% $ 326.49 $ 520.97 $ 627.89 $ 979.05 (1) Assessed valuation as of September 30, 1983, using 100% of assessed values as mandated by Florida law. (2) Special obligation debt is payable from revenue sources other than ad valorem taxes. (3) Based on population estimate as of July 1, 1982 being used by the Federal Office of Revenue Sharing. The City plans to challenge this estimate as understated. 6 84-624 V , k ' 'lam. it. 'yy"el (in) 063.3UI 64SOC-1.44aof of May 11, 1993 =z Ratio of Net Cameral Bonded Debt to Net Assessed Value and Net General Obilgation Bonded Debt Per Capita 1tWo of Net Gerard Net Net Geaenit D"ded Debt ObHpflm Amassed Homestead Amused Oblis s" to Net Bonded Debt Sepeaaber 30, alkW1 yahee Elan ion Vid" Boarded Debt Amused Vdee Per CWts (moo) room) (oes) (0d) 1983 382.726(2) S8.659.28t $920,995 S7,738,386 S124,955 1.61% $326.49 1982 400,000(3) 7.962.129 750,665 7,211,464 109.398 1.52 273.49 1981 400.000(3) 6.622.365 564,238 6.059.127 118,038 1.95 295.09 1980 347,000(3) 4,565.780 197.311 4,368,469 123.020 2.92 354.32 1979 345.000 4.227.173 1%,708 4.030.467 134,786 3.34 390.68 1978 345.000 4,023.647 195,664 3.928.183 128.089 3.35 371.27 1977 342.000 3,938,271 198,559 3.739.712 119.341 3.19 348.95. 1976 340.000 3.796,881 1",948 3.596,933 103.827 2.99 305.37 1975 338.000 3.541.207 1%,798 3,344.409 94.524 2.83 279.66 1974 336,000 2.701.654 199,197 2.503.467 83.933 3.35 249.80 (1) Estimated on the basis of added electric and water connections and new dwelling units constructed, except where indicated differently. (2) Based on the July 1, 1982 population estimate being used by the Office of Reventie Sharing of the Federal Government, and provided to the City in March. 1994. (3) The City of Miami was involved in litigation with the Federal Census Bureau challenging the 347,000 population count of 1980; as a result, during 1981 the Census Bureau adjusted the population count upward to 400,000. Legal Debt Limitation Section 58 of the City Charter limits general obligation bond- of the City to 15% of the assessed valuation of all meal and personal property within the City limits as shown by the last preceeding assessment roll of the City and provides that bonds for street, sewer, sidewalk and other public improvements which are paid from special assessments, shall not be subject to such limitation of amount nor be considered when computing the amount of general obligation bonds that may be issued. The debt limitation for general obligation bonds based on net assessed valuation as of September 30. 1983 was $1,160,757,900.Outstanding general obligation debt applicable to the City's debt limitation as of September 30, 1983 totaled $131.020,000. which is approximately 1.7% of net assessed valuation. 7 84-6 24 Jkw'-U. Tytm (313) s= 64 +%-proof of May 17, 1983 Selected Debt Data The following several tables show the details of the City's general obligation bonds, principal and interest requirements of general obligation bonds, revenue and special obligation bonds, principal and interest require- ments of revenue and special obligation bonds and overlapping Dade County debt. General Obligation Bonds Outstanding on March 31, 1984 _ F[dl Geowd ObNpdm Lae Date Laed Fire Fighting Facilities 3-1-58 1988 $ 850.000 S 175,000 Coconut Grove Incinerator 3-1-58 1988 111001000 235,000 Refunding Sewage Disposal Bonds 1-1-62 1990 14.565,000 4.130,000 Dinner Key Marina 6.1-65 1985 2,370,000 245.000 Land Acquisition Bonds 6-1-65 1985 700,000 70.000 Bayfront Recreational Facilities 8-1.67 1987 2.250,000 460,000 Recreational Facilities 8-1-67 1987 11000,000 200.000 Storm Sewer Improvements 8-1-67 1987 1,000,000 200,000 Recreational Facilities 7-1-68 1988 1,500.000 400,000 Storm Fewer Improvement 7-1-68 1988 1,500,000 400,000 Sanitary Sewer 7-1-68 1988 5,000,000 570,000 Convention Center 5-1-69 1989 4.500,000 1,410,000 Fire Fighting Facilities 10-1-70 1990 1,000,000 350.000 Police Headquarters 10-1-70 1990 1,500,000 540,000 Pollution Control Facilities 10-1-70 1990 3,000,000 1,085,000 Sanitary Sewers 10.1-70 1990 7,000,000 11015,000 Storm Sewer Improvement 2-1-71 1991 1,500,000 560.000 Highway Improvement 9-1-71 1991 2,000.000 800.000 Sanitary Sewer 9-1-71 1991 5,000.000 930,000 Fire Fighting 6-1-72 1992 1,100,000 540,000 Sanitary Sewer 6.1-72 1992 5,000.000 745,000 Police Headquarters 6.1-72 1992 1,500,000 700,000 Storm Sewer Improvements 6.1-72 1"2 3,000,000 1,400,000 Street and Highway Improvements 6-1-72 1"2 2,000.000 450,000 Public Park and Recreation Facilities 10-1-72 1997 28,350,000 16.520,000 Storm Sewer improvements 9-1-73 1993 2,000,000 1,075,000 Police Headquarters 9-1-73 1993 4,000,000 2.110,000 Storm Sewer Improvements 3-1-75 1995 3,000,000 1.720.000 Sanitary Sewer Improvements 3-1-75 1986 5,000,000 1,000.000 Police Headquarters 3-1-75 1995 81000.000 4.575,000 Street and Highway Improvements 3-1-75 1986 3,000,000 600.000 Sanitary Sewer Bonds 10-1-75 1995 5,000,000 2.515,000 Police Headquarters 10-1-75 1995 2,000,000 1.260.000 Sanitary Sewer 5-1-77 1997 13,000,000 9.300.000 Street and Highway Improvements 5-1-77 1988 5,000,000 2.500.000 Fire Filth 1 5-1-77 1997 5,000,000 3,675,000 Police Headquarters 5-1-77 1997 3,000,000 2.255.000 Storm Sewer Improvement 5.1-77 1997 2,000,000 1,475.000 Fire Fighting 12-1-77 1998 11000,000 750,000 Public Park and Recreation Facilities 12-1-77 2003 11.540,000 9.120.000 Housing 12-1-77 2008 1.500,000 1,400,000 Street and Highway Improvements 12-1-78 1998 5,000.000 3,820,000 Sanitary Sewer 12-1-78 1998 6,000,000 4.700.000 Fire Fighting. Prevention and Rescue Facilities 12-1-78 1998 2,250,000 1,770,000 Storm Sewer Improvement 12-1-78 1998 5,000,000 4,355,000 Fire Fighting, Prevention and Rescue Facilities 8.1-81 2001 1,750,000 1,655,000 Storm Sewer Improvement 8-1-81 2001 3,000,000 2.910.000 Housing 8-1-81 2011 4,400.000 4,330,000 Fire Fighting, Prevention and Rescue Facilities 5-1-83 2003 8,000.000 8.000.000 Storm Sewer Improvement 5.1-83 2003 4,000,000 4,000,000 Sanitary Sewer 5-1-83 2003 6,000.000 6,000,000 Street and Highway Improvements 5-1-83 2003 6,000,000 6,000.000 Housing 5-1-83 2013 1,000,000 1.000.000 Totals 5224,725,000 S128,000,000 • , s P t F may. a- " , *12) qd-S 64SOC-1-pfwf Of May 11, 1983 General ObUpdon Bofided Indebtedness Prindpal and Inum Requirements as of March 31, 1984 t�rn1 YwEsft Regdren�eots S 1 ToW 19840) S 4,470,000 $ 6,217,066 $ 10,687,066 1985 10,015.000 7,646,837 17,661,837 1986 10,420,000 7.048.458 17,469,458 1987 9,705,000 6.412,523 16,117,523 1998 9,345,000 5,817,470 15,162,470 1989 8,410,000 5,243.111 13,653,111 1990 8,260,000 4.721,687 12,981,687 1991 7,630,000 4,212,368 11.842,368 1992 6,985,000 3.706,025 10.691,025 1993 6,670,000 3,210,757 9,890,757 1994 6,390,000 2,739,573 9,129,573 1995 6,490,000 2,375.354 8,865,354 1996 5,985,000 2.025,326 8.010,326 1997 5,785,000 1,683,211 7,468,211 1998 4,680,000 1,338,414 6,018,414 1999 3.595,000 1,054,456 4.649,456 2000 2.595.000 815,238 3,410.238 2001 2,670,000 589,352 3,259,352 2002 2,390,000 413,896 2.803,8% 2003 2,515,000 236,848 2,751,848 2004 320,000 66,642 386,642 2005 355,000 59,988 414,988 2006 355,000 51,582 406.582 2007 360,000 43,078 403,078 2008 425,000 34,272 459,272 2009 315,000 27,440 342,440 2010 360,000 22,808 382,808 2011 375,000 17,257 392,257 2012 65,000 11,700 76,700 2013 65.000 5.850 70,850 Totals 5128,000.000 367,848,587 $195,848.587 (1) Represents information for six-month period. 4 84-624. V Ix v avZ�0.ya r v '�w �3t♦Fhr4 1 pla sNm4fi j€ 62 b'� ' 1 s } .. Tel ot may tterrane and SpKW OM ptwu Bonds Ouutm ittB on March 31, 1984 tloe sea Daft or Mato* Ane W ANKNO Bead Lak Lae Yar laced • Orlaaudtna Utilities Service Tax Series AM 2-1-63 1988 S 3,125.000 S 600.000 Orange Bowl Warehouse Revenue(2) 12-20-74 1989 225,000 113,000 Off Street Parking Revenue Series 1983(3) 11-1-83 2009 13,860,000 13,860,000 Convention Center and Parking Garage Revenue Bonds(4) 7-1.80 2015 60,000,000 60.000,000 Parking Revenue Bonds(5) 3-1-82 2009 10,400,000 10,400.000 S84,975,000 (1) Debt service is provided by utilities service taxes imposed by the City on each purchase of electricity. gas. water and local telephone and telegraph service. A reserve must be maintained equal to the maximum annual debt service requirements. (2) Rental income from the lease of the warehouse facilities provides debt service on these bonds. (3) Secured by a pledge of the net revenues of the off-street parking facilities and the on -street parking meters of the City. (4) Debt service is provided by net revenues of the Convention Center -Garage, a pledge of certain telephone and telegraph excise tax revenues, and by a covenant of and agreement of the City to -provide, to the extent necessary, revenues of the City. other than ad valorem property tax revenues, sufficient to make up any deficiency in the required sinking fund. (See Note 13 in the Section "FINANCIAL STATEMENTS.") (5) The Parking Revenue Bonds are payable from the net revenues of the project and certain non ad valorem revenue of the City. (See Note 13 in the Section "FINANCIAL STATEMENTS.") Y 10 84--624. xUl sr. .1 yy� N ,t� Y. . J1 j7 r` t: 7 Revenue and Special ObHpdorn Bonds ftwelpw Ow interest RequlreMWts as at March 311, 1984 PrtldP_l r G PrIndow Fred Yar Utln" Conrentlon ceow and V1erehome plop" Bomb har"t g� A� Re"noe 8086 Re"oft S 210,000 S 3,874,743 S 4,084,743 1984(1) 1985 $150,000 242,000 7,846,604 8.238,604 1986 150,000 267,000 288.000 7,924,224 7.798,761 8,241,224 8.236.761 1987 1988 150,000 150,000 315,000 7,770,264 8,235,264 346,000 7,740,881 8,086,881 89 1989 90 S 100,000 382,000 7,710,196 8.192,196 ' 1991 330.000 395,000 7,669,569 7,609.469 8,394,569 8.689,469 1992 640,000 1,0 60,000 440,000 485,000 7,521.356 9,066,356 1993 1994 1,t40,000 535,000 7,395,631 9.070,631 1995 1,225,000 595,000 7,254,006 7,097,089 9,074,906 9,0821089 1996 1,320,000 1,425,000 665,000 745,000 6,919.776 9,089.776 1997 1998 1,540,000 830.000 6,721,976 9,091,976 1999 1.665,000 9301000 6,502.7% 9,097.7% 2000 1,805.000 1,035,000 6,259,916 9,099,916 2001 1,720,000 1,160,000 5,990,324 8,870,324 2002 1•,870,000 1,300,000 5,712.799 8,882.799 2003 2,035,000 1.455,000 5,398,681 8,888,681 2004 2.215,000 1,630,000 5,051,816 4,667.771 8,896.816 8,902.771 2005 2,410,000 2,620.000 1,825,000 2,045,000 4,243,431 8,908,431 2006 2007 2.850,000 2,295,000 3,772,688 8,917,688 2008 3,095,000 2,580,000 3.251,712 8,926,712 2009 3,365,000 1,380,000 2,674,988 7,419.988 2010 3,660.000 2,237,375 5,897,375 2011 3.980,000 1,917,125 5,897,125 2012 4,050.000 1,568,875 5,618,875 2013 4,410,000 1.214,500 5,624,500 2014 4,720,000 828,625 415.625 5,548,625 5.165,625 2015 4,750,000 Totals -- $600.000 -- S60_000_000 $24,375.000 464,492 $170__ $255,439,492 (1) Represents information for six-month period. • . UMV H. Tyftd (111) 962r87n b4S0C.tj...PMf of May 11. 1083 0rettlappin8 DS& County Debt at of March 3141"4 City of Miami ... ..................... ' Dade County(1)(2) ...................... Totals........................ :.... 0= Cam D� NU _.. 5128,000,000 $ 84,975,000 $212.975,000 201�65 118�895 82,638,870 $246,454.895 $167�-,61� $414 000 Waterworks System Bonds which are outstanding and are secured by revenues of the (1) Excludes $143.065, as well as a pledge of the County to make payments from ad valorem Miami -Dade Water and Sewer Authority taxes, if necessary, y 8 cal Obligation Debt 8 and Combined Debt was 5909,926,538. Figures shown are the City's share of Dade County (2) As of March13S - 1984, Dade Count General Obligation Debt was $535,995.000, Spec 8 was $373,93 . Debt, which is 22.1% of these amounts. Bonds Authorized But Not Issued General Obligation amounts of general obligation bonds authorized but not The following table outlines the date. type and Previoastr untwed Date of vows d T of PoUution Control AodwLzed S 7. 000 000 Issued $ 3,000,000 $ ism -a- -0- $ 4,000.000(1) 2.375,000(1) June 30, 1970 .......... June 30. 1970 ........ Streets & Highways Housing 17,375,000 25,000,000 15,000.000 6,900.000 18.100,000 -)- 3,000.000 March 9. 1976 ......... September 28. 1976 Sanitary Sewers 25.000,000 15,000,000 22.00b.000 12.000,000 -0- 3,000,000 -0- 45,000.000 March 7. 1978 ... October 7, 1980 ....... Storm Sewers Sanitary sewers 45,000.000 30.000,000 -a- 6,000,000 -0- 7,100,000 16,909-000 October 7, 1980 ...... Streets &Highways Fire Fighting 21.000.000 8,000,000 2,000,000 -8- 31,000-000 30,000,000 November 3. 1981 March 13. 1984 ......... Storm Sewers 30 000 000(2) -0- 20,000,000(2) _)- 20.000.000 March 13, 1984 ......... Police Facilities S235,375.000 -,-_ 000 572� $30`� S 132� ,000 _ Totals (1) Unissued bonds are restricted by a 7'h% interest limit. political district or subdivision of the Stan, (2) Florida Stables require that the legality of bonds issued by po where the proceeds of the bond issue including municipalities. be approved by the Circuit Courtin the county the Circuit Court. are to be expended. These bonds are in the process of being validated by proposed Revenue Bond Issues The City expects to offer marina revenue bonds in an amount not presently expected to exceed $8 million by the end of 1994 for the purpose of expanding and developing marinas located on Dinner Key. the issuance of up to $65 million of Muld-family Housing Revenue The City Commission has approvedof low and moderate income. Such bonds Bonds for the purpose of providing housing for families and persons to be fu raced. The City plans to shall be payable solely from revenues derived in connection with the projects market a portion of these bonds in 1984. $7,000,000 of the Housing Bonds being offered hereunder is to be used for the purchase of land in connection with housing. Capital improvement Program 1983-1989) is valued at 5395,202.000. Major The City's modified Six Year Capital Improvement Program ( st number of projects is emphasis is placed on maintaining and expanding the City's infrastructure• The greatest efforts. The directed to street improvement, street beautification and street lighting and transpomfi 12 Begj. H.'ytrrei (212) 462•5222 �i43a�`•I- of May 17. 1043 ecotlomic development projects are designed to assist in neighborhood commercial revitalization and the Wan- sign of industrial areas. Shown below is it financial breakdown of the Six Year Capital Improvement Program: t4nc4101101 Asoamt c' orZ '-- $ 24.4% 7 Economic Development ..................... 87,938,000 87,938,000 22.3 43 Street Improvements ... .. ................. Park Facilities and Street Beautification ........ 47,158,000 11.9 11.1 57 1(1) Street Lighting ............................ 43,851,000 39,454,000 10.0 14 Sanitary Sewers ............................ 17,399,000 4.4 18 Public Buildings ................. • • • 15,681,000 4.0 15 Storm Sewers ............ .............. • • 14,731.000 3.7 5 Housing Programs .......................... 91900,000 2.5 1 Transit Systems ............................ 7,596,000 1.9 7 Parking Facilities .......................... 6.837.000 1.7 7 Marinas ............... 3,987,000 1.0 4 Communications and Computers .............. 2,230,000 .6 6 Stadiums ................................. 1,987.000 •5 2 Auditoriums ...................... • • • • • " ' • 1t>0.096 187 Capital Improvement Program Total Modified$395 ,202,000 __ (1) Represents operation and improvements to Citywide street lighting system. During the past fiscal year, 35 projects representing $53.9 million in improvements were completed and removed from the Capital Improvement Program. Presently, 54 capital projects valued at S121.1 million are now either in design or in some phase of construction. Financing the Six -Year Capital Improvement Program It is planted to fund approximately 35% of this Capital Improvement Program from the sale' of General Obligation Bonds. Voter approval (Referendum) has already been secured for most of the proposed General Obligation Bonds. It is anticipated that each year the City will sell approximately $25 million in General Obligation Bonds to implement this Capital Improvement program. Most of the Revenue Bonds shown have been sold to support projects now under way. Projects for which Revenue Bonds have not been sold include beDinner truc ed ey Marina, parking in Little Havana and Parking in the Design Center. These latter two projects ma2ted and financed by the Off -Street Parking Authority. Non -City sources of funding account ufa r app onrox��ls for funding of this program. Projects funded in whole or part from this source meet the necessary q not et been portion of the Program for which funding Y which will be received in a timely manner. The po ro ects that will be determined accounts for approximately 7% of the necessary funding. Generally, these are p j initiated during the latter years of the Program and there is sufficient etto determine the�preapproate funding. or propond Sources Amount Program Total of FwWft City $161,561,000 35.4% General Obligation Bonds ................. 15.6 Revenue Bonds ... .... .. ............. Capital Improvement Funds(1) .. 7 ,187.000 70.187.000 6.787,000 11.8 1.5 Interest. Fund Balance and Other Sources(2) • • 70.5 City Subtotal ................. $278,493,000 Non -City S 77,140.000 19.5% Federal Grants ......................... • 5,141,000 1.3 State Grants .... ......................• 5.578.000 1.4 private/Developer Contri. ................. $ 87.859,000 22.2 Non -City Subtotal ............. 28,850,000 7.3 Funding Undetermined ............... ...... $395.202.000 100.0% Total Funding ................. (1) May include Florida Power & Light Company froachise revenues, related interest, retained earnings. resort tax, etc. (2) May include State and/or lease of City property atc. 13 84-624 i s N, •y" (2112) 062-8222 600C-1—;-F. ion' of May 11. 1083 t.etraea trod Curer_ Conttraetnal Commitments IU City has entered into several agreements funning until 1988 for the lease purchase of various copying, word and data processing equipment with total future payments amounting to approximately $6 million. DESCRIPTION OF THE CITY THE CITY GeWaphy The City of Miami, situated at at the mouth of the Miami River on the western shore of Biscayne Bay, is a main port of entry in Florida and the county seat of Metropolitan Dale County which encompasses 2,000 square miles of Florida's southeastern region. 'lice City comprises 34.3 square miles of land and 19.5 square miles of water. Dade County is often referred to in this document as Greater Miami or the Miami area. Miami is the southernmost major city and southernmost major seaport in the continental United States and the center of pan -American trade and air transportation. The nearest foreign territory is the Bahamian island of Bimini, some 50 miles from the state's tip. Climate Due to its location near the upper boundary of the tropical zone, Miami's climate is strongly influenced by the Gulf Stream. trade winds and other local climatic factors. Its average yearly temperature is 75.5. Summertime temperatures average 81.4 and winter temperatures average are 69.1. Rainfall comes most frequently between the months of May and September, with June the heaviest, averaging nine inches. PPttiation During the period between 1900 and 1950 the population of Miami grew from 1,691 to 249,300. In 19W the population was 291,688; in 1970 it was 334,859. The U.S. Bureau of the Census *estimated the population of the City of Miami at 346.865 as of April 1. 1980. On October 1, 1980, this figure was upwardly adjusted by 53,130 to account for the influx of Cuban and Haitian Refugees. This adjustment estimates the City of Miami's population at 399,995 as of October 1, 1980. All 1980 U.S. Census information, however, is based on the lower. April 1. 1980 population estimates. The Federal Office of Revenue Sharing has informed the City that its population estimate as of July 1. 1982 is 382,726. The City plans to challenge this estimate as understated. Miami's racial and ethnic mix is comprised of non -Latin Whites, Blacks and Hispanics with the relative segment of white/black categories indicating only slight changes over the past 20 years. 67% of the City's population is white, 25% is black and 8% is classified as "other." The most significant change has been in the Hispanic category, which has grown to represent 56 per cent of the city's total population. South Florida is a popular destination for retirees from the northeast seeking out the hospitable and temperate climate. 'lime retiree population contributes significantly to the local economy as recipients of transfer payments such as Social Security, pensions, and investment income. Government of M WW The City of Miami has operated under the Commission -City Manager form of government since 1921. The City Commission consists of five elected citizens, who are qualified voters in the City, one of whom serves as Mayor. The Commission acts as the governing body of the City with powers to pass ordinances. adopt resolutions and appoint a chief administrative officer known as the City Manager. The City Clerk and City Attorney. as well as members of the Planning and Zoning Board, the Off -Street Parking Board, the City of Miami Health Facilities Authority, the Downtown Development Authority and the City of Miami Sports Authority are also appointed by the Commission. 14 84- 624 Benj.11. Tyrrel (212) 962-5222 6450C-1-- Proof of May 17. 1983 s Brij -' y 4 t The City Manager genes 'as the administrative head of the municipal government, changed with the re, sponsibility of managing the as financial operations and organizing and directing the administrative in- hastructure. The City Manager also retains full authority in the appointment and supervision of department directors, preparation of the City's annual budget and initiation of investigative procedures. In addition, the City Manager takes appropriate action on all administrative matters. City elections are held in November every two years on a non -partisan basis. At each of these elections a Mayor is elected for a two year term. Candidates for Mayor must run as such and not for the Commission in general. At each election two members of the Commission are elected for four year terms. Thus, the City Commissioners' terms are staggered so that there are always at least two experienced members on the Commission. Mayor sad City Commissioners Maurice A. Ferre was elected Mayor in November 1973, reelected in 1975, 1977, 1979, 1981 and 1983 for two-year terms respectively. Mayor Fetre is a graduate of Lawrenceville School in New Jersey and holds a Bachelor of Science degree in Architectural Engineering from the University of Miami. He is a prominent businessman and corporate consultant with interests in both the United States and Latin America. Joe Carollo was elected Commissioner in November, 1979 and reelected in 1983 for a four-year term. Commissioner Carollo is a graduate of Miami Dade Community College and Florida International University. He holds a Baccalaureate of Arts degree in International Relations and a Baccalaureate of Science Degree in Criminal Justice. He is presently Vice -President of International Trading and Shipping Corporation, and President of Genesis Security Services, Inc. Miller J. Dawkins was elected Commissioner in November, 1981 for a four-year term. Commissioner Dawkins is a graduate of Florida Memorial College and holds an MS degree from the University of Northern Colorado. Commissioner Dawkins has been employed for 14 years at Miami Dade Community College. Demetrio Perez, Jr. was elected Commissioner in November, 1981 for a. four-year term. He holds a Master of Science degree in Human Resources from Biscayne College. Vice -Mayor Perez is President of the Inter - American Center for Municipal Cooperation (CENICOM), which held its H Convention in 1984, bringing to Miami 350 delegates from 200 cities in 20 countries. He is the Executive Director of Lincoln -Marti Schools. J. L. Plummer, Jr. was appointed a Commissioner in October 1970, and was elected Commissioner in November, 1971. and reelected in 1975.1979 and 1983 for four-year terms. Commissioner Plummer is a graduate of Miami Senior High School and the Cincinnati College of Mortuary Science. He is Chairman of the Board of Ahern -Plummer Funeral Homes, Miami. Administration of the City Howard V. Gary, City Manager, was appointed to the City's top administrative position by the City Commission on April 16. 1981. Prior to his appointment, Mr. Gary served as Director of the Department of Management and Budget, and as Assistant City Manager, respectively, for a total of four and one-half years. He served as Budget Director of Newark. New Jersey, from 1973 to 1976, and as Chief Administrative Assistant from 1971 to 1973. Mr. Gary is a graduate of Moorehouse College and the University of Michigan, and holds both a Bachelor's degree in Business Administration and a Master's degree in Public Policy. He is an active member of the International City Management Association. Randolph B. Rosencrantz. Assistant City Manager for Finance and Administration, holds a Bachelor of Science degree in Business Education from the University of Maryland and a Master's degree in Business Administration from Loyola College at Baltimore. Prior to his appointment in Miami in January 1982, Mr. Rosencrantz served in Baltimore County. Maryland as Chief Administrative Officer and Director of Finance. He has also served in various managerial positions in Anne Arundel County and Frederick County, both in Maryland. Carlos E. Garcia, Director of Finance, joined the City in November, 1976 as Assistant Finance Director. He has been previously employed in private industry in positions of Treasurer, Controller. and Auditor. Mr. Garcia is a "Cum Laude" graduate of the University of Miami with a BBA and also holds a Master of Science in Management from Florida International University. He is licensed as a CPA in the State of Florida and is a member f of the American and Florida Institutes of CPA's. 15 84--624. 115 r > • H. Tyrrd (212) 962-3222 645OC4-4-311roof of May 17, 1983 Jose R. Garcia -Pedrosa, City Attorney for the City of Miami, was graduated from Harvard College and from the Harvard Law School. Prior to becoming City Attorney, he engaged in the private practice of law as a partner in a Miami law firm. He has served In the House of Delegates of the American Bar Association and on numerous other boards and committees of that and other professional and civic organizations. Ralph G. Ongie was appointed City Clerk on July 31, 1976. He was the Assistant City Cleric from 1972 to 1976, and the Deputy City Clerk from 1958 to 1972. He is a graduate of Bamga High School, Marquette, Michigan, and has attended advanced personnel administration courses in Bainbridge, Maryland and selected courses at the University of Miami. Mr. Ongie is a member of the International Institute of Municipal Clerks. Scope of Services and Agency Funedom The City provides certain services as authorized by its charter. Those services include public safety (police, fire and code enforcement), parks and recreational facilities, trash and garbage collection, limited street construc- tion and maintenance, construction and maintenance of storm drain systems and planning and economic devel- opment functions. The Police Department provides a full range of police services, has a uniformed force of 1,060 and a civilian component of 446. The Fire Department is rated as Class I and provides a full range of fire protection and emergency services as well as providing a full range of medical and rescue services. Additionally, building code, inspection and enforcement services are administered through the Fire Department. The City provides garbage and trash pickup and enforces sanitation requirements. Disposal of trash and garbage is performed by Dade County under contract with the City. The Department of Public Works maintains certain streets and sidewalks and manages construction of storm sewers and other capital facilities required by the City. The State of Florida and Dade County are responsible to maintain most arterial streets and all major highways within the City. The Department of Parks and Recreation maintains and operates all City owned parks and administers various recreational and cultural programs associated with these facilities. These programs are directed to all segments of the City's tri-ethnic population. The City is responsible for planning land use and zoning, and maintains a separate department to promote economic development. Regional Government Services The following information and data concerning Dade County (the "County") describes the regional govern- ment services the County provides for residents of the County, including residents of the City. The County is, in effect, a municipality with governmental powers effective upon the twenty-seven cities in the County and the unincorporated area. It has not displaced or replaced the cities but supplements them. The County can take over particular activities of a city's operations (1) if the services fall below minimum standards set by the County Commission, or (2) with the consent of the governing body of the city. Since its inception, the Metropolitan County government has assumed responsibility on a County -wide service basis for a number of functions, including County -wide police services, complementing the municipal police services within the municipalities, with direct access to the National Crime Information Center in Washing- ton, D.C. and the Florida Crime Information Center, uniform system of fire protection, complementing the municipal fire protection services within ten municipalities and providing full service fire protection for seventeen municipalities which have consolidated their fire departments with the County's fire department; consolidated two-tier court system conforming to the revision of Article V of the Florida Statutes which became effective on January 1, 1973; creation of the Miami -Dade County Water and Sewer Authority with the responsibility for developing and operating a County -wide water and sewer system under a single body composed of seven members appointed by the Board of County Commissioners; coordination of the various surface transportation programs and extending into the development of a unified rapid transit system; installation of a central traffic control computer system which will computerize traffic management; merging all public transportation systems into a County system; effecting a combined public library system of the County and eighteen municipalities, which together operate the main library, seventeen branches and six mobile units serving forty-four County -wide locations; centralization of the property appraiser and tax collector functions; furnishing data to municipalities, Board of Public Instruction and several state agencies for the purpose of budget preparation and for their respective 16 84-624 Y '42 H. Tyrrd (212) 962•g222 64SOC-t- Proof of May 17, 1983 governmental operations; collection by the Made County Tax Collector of all taxes and distribution directly to the respective governmental entities according to their respective tax levies and prescribing minimum acceptable standards adopted by the Board of County Commissioners and enforceable throughout the County in such areas as environmental resources management. building and zoning, consumer protection, health, housing and welfare. Medkal Fadiities The 41 hospitals located in Greater Miami offer virtually all general and highly specialized medical services. This progressive and growing health care delivery system for the patient provides educational opportunity for the professional and places Miami in the forefront of communities with comprehensive national and international medical capabilities. Recreational Facilities The Miami area is famous for its sailing, deep sea fishing and boat races. There are 35 yacht clubs and marinas, with 685 berthing facilities provided by City -owned marinas. Athletics for the spectator sports fans are held at the City -owned Orange Bowl Stadium, Miami Baseball Stadium and the Marine Stadium. Sports competition includes professional and college football, baseball and championship boat races. Other athletic events include amateur football, soccer, baseball, speedway motorcycle racing and rowing events. Golf is played year round at the Miami area's 23 public and 14 private courses. Several open golf tournaments are held each year. . Miami area's 403 public parks and playgrounds cover 408,710 acres, providing residents and visitors a wide range of subtropical nature settings unique only to South Florida in the continental U.S. Each park has a combination of facilities that are enjoyed . year round; these facilities include but are not limited to: public swimming pools, tennis courts, handball courts, boat ramps, vita courses, picnic areas, lakes for swimming and boating, equestrian trails and baseball and softball fields. The area's twenty-two (22) public beaches, which are freely accessible. are enjoyed year round by residents and tourists. The subtropical climate and tropical setting makes relaxing in the sun a pleasure on 1,400 acres of beautiful beaches. The Miami Grand Prix auto race was run in downtown Miami for the rust time in 1983 and successfully repeated in 1984. Cars and drivers from around the world competed for more than S175.000 in prize money. Cultural Facilities and Affairs The Miami area has an extensive library system, several museums of art and history and art galleries. A new cultural center built by Dade County at a cost of $26.6 million opened in downtown Miami in 1984. The complex. designed by Philip Johnson, is composed of a library, fine arts center. and a historical museum. Symphonic and pop concerts are performed regularly. Five theatres draw plays and concerts from around the United States which appeal to all ages. Operas are performed by both amateurs and professionals. Resident Dance Companies offer a full calendar of events. There are numerous festivals and affairs appealing to various ethnic groups. Annual festivals range from the Coconut Grove Art Festival and Orange Bowl Festival to Calle Ocho, Goombay and the Renaissance Fair. 17 84-f 24 q 7V 6430C-I­-Proof of May It. 1993 14100 fnNiltttioatt ; bade County public schools provide educational facilities on primary and secondary levels. Public school enrollment. including both primary and secondary levels, since 1980 is as follows: ' Seboo1 Enrollment Pubik School System your NOW Dade Cowly Total 1980 35,093 191,483 226,576 1981 36,430 197,456 233,886 1982 35,662 190,662 226,324 1983 35,394 188.554 223,948 1984 36,992 196,892 223,894 Over 70,000 students ate enrolled in the following colleges and universities located within the area: Barry University Florida International University Florida Memorial College International Fine Arts College Miami Christian College Miami -Dade Community College St. Thomas of Viilanova University University of Miami FINANCIAL INFORMATION General Description of Financial Practices The City Charter requires the City Manager to submit a budget estimate not later than one month before September 30 of each fiscal year. Each department prepares its own budget request for review by the City Manager. The City Commission holds public hearings on the budget plan and must adopt the budget not later than October 1. The City's Governmental Funds (General, Special Revenue, Debt Service and Capital Projects Funds) and Expendable Trust Funds follow the modified accrual basis of accounting, under which expenditures, other than interest on long-term debt. are generally recorded when the liability is incurred and revenues are recorded when measurable and available to finance the City's operations. The accrual basis is utilized by all Proprietary Funds. The accounts, books. records and financial transactions of the City are audited annually by a rum of independent certified public accountants. presently Coopers & Lybrand. The opinions of the independent certified public accountants are included in the Annual Reports of the City. 18 84'-624 iseole 9, "t`S►rrel (211) 962► M 64SOC t-- proof of May 11. 1983 Stataftht at PAvealm and Expenditures 'Cite following table presents certain financial information with respect to the City and evidences the financial the t of its obligations, including the bonds. See the Section capability of the City with respect to paw "FINANCIAL. STAt�+OM" for audited financial statements of the City for the fiscal year ended S"Mbet 3b.1983. Summary of Revenues, Expenditures and Year -End Fund Balances (Budgetary Basis) General Fund and General Obligation Debt Service Fund Fiscal Year Ended September 30 General Fund: Revenues and Other Financing Sources.................. Appropriated Fund Balance ... Total ................ Expenditures and Other Uses .. Excess (Deficiency) of Revenues and Other Finan- cing Sources Over Expendi- tures and Other Uses ....... Year -End Fund Balance ...... General Obligation Debt Service Fund: Revenues .................. Appropriated Fund Balance .. . Total ................ Expenditures ............... Excess (Deficiency) of Revenues Over Expendi- tures.................... Year -End Fund Balance ...... 1014 1980 At�lctual 993 A�1 A�:t AVAW $165,752,499 $153,965,574 $137,744,349 $125,056,333 $104,446_172 4._._ ,000 170,552,499 153,965,574 07,744,349 125,056.333 104,446,172 170,552,499 _151.1_ 76_538 137_ 693,783 121_ 388_194 103,348,568 (11 S 2,7S9,036 S 50.566 S 3.668,139 S 1097, .604 S 8,254.635(2) S 6_ 056,634 S 6,006.068 S 2.337.929 $ 15,305.960 $ 16,075,923 $ 15,854,950 $ 21,017,190 $ 19,185.942 2_ 3) 17,805,960 16,075,923 15,854,950 21,017,190 19,185.942 17.805,960 16,623,286 17�34 17,620.215 17.579.748 (1) S (547.363) S (1,670.084) $ 3,396,975 S 1,606.194 $ 6,064,556 $ 6,611,919 $ 8_ 282,003 $ 4,885.028 (1) State statutes require that budget be balanced. (2) Direct adjustments for net equity transfers to other funds decreased fund balance by $591,015. (3) Accumulated fund balance appropriated in order to reduce excess fund balance due to accumulated interest earnings. Description of Revenues The following is a description of the City's revenue structure. General Fund property 'faxes —Article 7, Section 8 of the Florida Constitution provides that municipalities in the State may not levy ad valorem taxes in excess of ten mills upon the assessed value of real estate and tangible personal property having a situs within the taxing city, when the tax is being imposed to generate monies for municipal purposes. Both Dade County and the City tax real and tangible personal properties within the City. 19 84-624 J "5+. Dade County and twtttty-seven ittcoiporated municipalities, including the City, do not levy personal ifrcO t tax, ass receipts tax, iehetitance tax. gift tax or commuter tax. Utilities Service Taxes —The City imposes a lo% tax on each purchase of electricity, metered gas, bottle gas, water and local telephone and telegraph services. Revenue funds debt service on Utilities Service 'pax bonds. Excess monies available after the payment of debt service requirements revert to the general fund. onal source In addition, this revenue source is partially pledged, although it has not been Revenue Bonds�d the GovernmentCenter for debt service requirement& for the Convention Parking Garage Revenue Bonds. It is estimated that the AT&T divestiture will reduce telephone service taxes in 1984 by approximately 30%. or $2.3 million. Franey Taxes. —The City has entered into franchise agreements with utilities that provide revenues to the City based on the dollar volume of services rendered to City residents. The most significant of these agreements is with Florida Power & Light Company for a 30-year period. Of i the approximately $8.8 million revenue estimate for 1984, $4.5 million has been budgeted in the General Fund. The remaining revenue will be used to fund the Capital Improvement Fund and projected deficits in certain enterprise funds. City levies a license tax for business privilege licenses. License taxes vary Oeculwtional Licenses• —The according to the type of business. The exception to this are the contractors' licenses, which are collected only by the Dade County Tax Collector. There is a set contractor's fee for all contractors within the County. After collection, Dade County returns to the cities its pro rats share of revenue collected. The pro rats share due each city depends on the number of contractors doing business within each city's limits. The revenues derived from the Federal government are appropriated by the Federal Revenue Sharing — Commission to support general fund operations, including a limited number of social service programs. State Revenue Sharing —The revenues distributed to the municipalities by the State of Florida under the State's revenue sharing program art derived from a percentage of its collection of the State cigarette tax, the State motor furl tax and the State road tax. Start of Florida increased its sales tax rate from 496 to 5°k. A Saks Taxes —During fiscal year 1983, the by municipalities based on their population. In the past. local government portion of this increase is being shared j had not participated in revenues produced by sales taxes. Solid Waste Fee —Since 1980, the City has levied a solid waste fee which has been a revenue to the general fund. The rate may increase by action of the City Commission and there are no legal restrictions on the amount ' of the increase. The Present rate is $100 for a residential unit and a graduated rate structure for non-residential waits At the present rate, this revenue item will generate approximately $8.5 million per year to help offset Solid Waste appropriations of $23.3 million in 1984. The rate utilized by the City is lower than rates utilized by Dade County and other surrounding jurisdictions. 20 Y7Y•.S'4 elf ry IW li The City's general fund receives revenues from a variety of sources. The following table lists the revenues received by the City from these sources for the pest five fiscal yehrs. General Fund Revenues and tither FinwM ft Sources 1983 1982 1"1 1"S 1979 Taxes: propertyTaxes...................... ' $ 67,619 $ 61,865 20,674 S 54,060 18,563 $ 42,679 16,826 $39,116 15,193 U ities Service Takes ............... 21,648 Franchise Taxes ..................... 5,703 4,919 4,825 6,703 5,129 94,970 87,458 77,448 66,208 59,438 Licenses and Permits: Occupational Licenses . . .............. 3,874 4,775 4,712 3,112 3,010 permits ............................ 1,414 677 _ 889 715 523 5,288 5,452 5,601 3,827 3,533 In venementai:. Federal Revenue Sharing ............. 9,683 9,281 9,166 71909 8,248 State Revenue Sharing ............... 12,298 12,084 12,113 11,428 11,561 SalesTaxes ........................ Other Grants ....................... 9,478 4,242 - 4,019 - 4,021 - 3,452 - 3,930 35,701 25,384 25,300 22,789 23,739 Intragovennmental ....................... 2.483 2,511 2,581 3,342 1,663 Charges for Services: Solid Waste Fees .................... 7,867 6,841 5,870 1,876 -0- Other Fees ......................... 3,627 3,950 5,256 3,183 2,102 11,494 10,791 11.126 5,059 2,102 Other Revenues and Financing Sources ...... 4,030 6,148 3.000 3.221 5,360 Total ...................... $153.966 $137,744 S125,056 $104,446 $95,835 Special Revenue Funds Downtown Development Authority -Its main revenue source is based on its ability to assess a one-half mill tar to real property in the Central Business District. Rescue Services -This fund accounts for a portion of the telephone franchise tax especially designated by the electorate to provide additional rescue service. Grant Funds -Federal Revenue Sharing entitlement funds are passed through to the general fund. Commu- nity Development Block Grants and Economic Development Administration Grants are designated for specific purposes approved by the applicable Federal agency. Cable T.V.--This fund accounts for revenues from the Cable T.V. license and its specific uses. Convention Development Tax -On July 12, 1983, the Florida State Legislature passed a bill authorizing certain counties to levy by ordinance a 3% Convention Development Tax on hotel rooms, specifying that 'one-third of the proceeds shall be used to construct a new multi -purpose conventionicoliseum/exhibition center or the maximum components thereof as funds permit in the most populous municipality in the county." The City of Miami, Florida then created the Miami Sports and Exhibition Authority and on October 4, 1983 Dade County, Florida approved the levying of the tax for administration and disbursement, by the Authority, of the City of Miami's share. Debt Service Funds - Property Taxes -The City Charter authorizes a separate levy of ad -valorem taxes to pay interest and principal on general obligation bonds. State statutes empower municipalities to levy ad -valorem taxes as necessary to fund general obligation debt service. 21 84-624 6450C.I.Proof of May 11, 1983 Aseeeaeent Lke Coilecdons--Property owners abutting certain capital project improvetttents Are assessed a potion of the cost of such improvements. These collections are used to pay off general obligations bonds. since general obligation bond proceeds were originally used to finance these improvements. Enterprise Funds Revenues for these funds are primarily generated by user fees and charges. Due to the nature of services provided, certain facilities are subsidized by the City's general fund and other discretionary funds. Enterprise facilities include: Orange Bowl Stadium —Primarily used for football games, the stadium is home to the Miami Dolphins and University of Miami Hurricanes. The City has recently entered into a contract with the U.S. Football League. Miami Stadium —This baseball stadium is used for training by the Baltimore Orioles. Local baseball wins play at the stadium, which is also used for rock concerts and other events. Marine Stadium —Various regattas and nautical events are held at this stadium. Miamarina—This marina, near downtown Miami, is being run by a private management company under contract with the City. Dinner Key Marina —Plans are under way to expand and reconstruct this marina into a facility with over 300 slips. Warehouse property This property has a long-term lease with the Orange Bowl Committee and is used to build floats and other festival -related equipment. Golf Courses —The two City -owned and operated golf courses are used year round by local residents and tourists. Dinner Key Exhibition Hall —This recently renovated facility is a favorite of local exhibitions as well as hosting conventions jointly with the City's Convention Center. Miami Convention Center —This facility began operations in October, 1982. The Convention Center is part of a complex shared with the University of Miami Conference Center, private hotel. a multi -level parking garage and a World Trade Center atop the garage. Of[ Street parking Authority The Authority runs five parking garages in the City as well as on -street meters and off-street lots, with a total of over 16,700 parking spaces. Bayfront Auditorium —This facility is used moderately by local groups and is to be replaced in the near future by a parking garage for the new Bayside project described in the section entitled "Economic and Demographic Data." Government Center Parking Garage —Inaugurated in 1983, this 1.100 car garage serves the Govern- ment Center, and in particular the Cultural Center complex. Internal Service Funds There are six internal service funds that ate self-supporting because their revenues are derived from charges for services to other City departments. These funds are. City Game Fund —For purchases and maintenance of all heavy equipment used by the City. Communications Maintenance Fund —For the maintenance of communications and data processing equipment. Motor pool Fund —For purchases and maintenance of the automobile fleet. Print Shop Fund —For all of the City's printing needs. 22 EPMU49. t 450C.1 t3tif of May 11, 1981 Property Maintenance Fund —For regular building maintenance, and a limited amount of building alterations and additions. Stationary Stock Fund —For purchases and storing of office supply items consumed in quantity in the City's operations. Procedure For Tax Levy And Tax Collection Real and personal property valuations are determined each year as of January 1 by the Dade County Assessor of Property at 100% of market value. A notice is mailed to each property owner indicating the property valuation. The property owner has the right to file an appeal with the Dade County Clerk of the Board of Tax Adjustment if such property valuation as determined by the property appraiser is inconsistent with that as determined by the property owner. All appeals of such valuation determinations are heard by the Dade County Board of Equalization. The Board certifies the assessment roll upon completion of the hearing of all appeals so filed. All taxes are due and payable on November I of each year or as soon thereafter as the assessment roll is certified and delivered to the Dade County Tax Collector. The Dade County Tax Collector mails to each taxpayer on the assessment roll a notice of the taxes levied. Taxes may be paid upon receipt of such notice, with discounts at the rate of four percent if paid in the month of November, three percent if paid in the month of December, two percent if paid in the month of January and one percent if paid in the month of February: Taxes paid during the month of March are without discount. Taxpayers also have the option of paying their tares in equal quarterly payments based on the prior years tau with a six percent discount with the June 30th payment, four percent with the September 30th payment. two percent plus one-half of any adjustments discounted at three percent with the December 31 st payment and no discount plus one-half of any adjustments with the March 31 st payment. All unpaid taxes on real and personal property become delinquent on April 1 of the calendar year following the year in which the taxes were levied. All tax collections for the City are delivered to the City of Miami by Dade County. The delinquent real property taxes bear interest at the rate of eighteen percent per year from April I until a tax sale certificate is sold at auction from which time the interest rate shall be as bid by the buyer of the certificate. Tax Schedules and Tables The following tables present detailed information pertaining to the City's assessed valuations, tax levies and collections and the City's ten largest taxpayers. The assessed value of taxable property in the City together with real property value assessed, personal property assessed value, and homestead exemptions in the current and each of the last ten completed fiscal years is detailed below. Assessed Value of All Taxable Property Fiscal Years Ended September 30 FkcYearw Net ri Pe Total � Total 1983 $7.616,829.000 S1.042.452,000 S8,659,281.000 S920,895,000 $7.739.386,000 1982 6,976,847.000 985.282.000 7.%2,129.000 730.665.000 7.211.464.000 1"1 5,748,550.000(1) 873.815.000 6.622.363.000 564.238.000 6.038.127,000 1980 3,743,051.244 822.728,511 4,565.779.735 197.310,971 4.368.468.894 1979 3,420.381,422 806,793.605 4,227,175.027 1%.708.033 4.030.466.994 1978 3,279,667.236 744,179.862 4.023,847,098 195.664.076 3.828.183.022 1977 3,256,815.414 691.454.979 3.938.170.393 198.558,652 3.739.711.741 1976 3,123.657.03E 672,697,054 3,796,334.089 199,420.601 3.596.933.488 1975 2,851.309,996 689.W.764 3.541,205,760 196.797.718 3,344.408,042 1974 2,169,158.819 533.495.571 2.701.654,390 198,186.762 2.503.467,628 (1) The increase in assessed value of real property in fiscal year 1981 is largely due to a change in Florida law requiring that property be assessed at 100% of actual value. The City has levied a certified millage of 11.1238 mills for the fiscal year 1983-84 beginning October 1, 1983, consisting of 9.5514 mills for general operations and 1.5724 mills for debt service. The following table shows the tax levies and collections of the City for each of the last ten completed fiscal years. 23 84r-624 S eW. H. Tyn el (212) 062-BUI 64 •1J—Ptoof of May 17, 1993 Tax UAW and Collections Fiscal Years Ended September 30 • TOWCAW" Taw Cdkcdm oautaadrt D Cky Mite t CWheda Tax ar Co"A K That Tax As ft o oauaaa I" of CWr" a fxee t at Can A GOMM bOhl gffn rod Year C D Tam C AN hlo a ---- T Lbw 3.3296 had , 9.061 1.668 1983 S83.025,000 PS-815-000 96.38% $1,209.000 580.024 = 1 96.3896 52,925,000 22,027,000 1982 1"1 76,903.000 74,040.000 %•� .437.000 70,725.000 2,619.000 70,288.000 96.79 97.39 1,439,430 2.79 2.23 9.036 2.951 10.000 3.960 i980 60.983,826 38,789,796 96.40 307,639 59,097,455 60.983.826 430,947 57.756.234 96.91 98.92 1,559.360 2.67 10.000 4.487 1979 1979 58,789-796 98.10 58.389.375 57.325,297 97.18 523,373 49,618.636 99.19 3.195.919 2,282,539 6.49 5.20 10.000 3.200 2.311 1977 QXR.070 42,969.232 9?,98 650,775 43,620,007 633,860 99.47 2.048.476 .32 5.17 8.619 2.311 1976 1975 38.508,055 37.280.660 96.81 34.923.276 33.833.693 96.98 37,914.520 101.41 1.949,072 5.79 8 369 2.311 9.655 3.781 1974 33,637,575 32.736.227 97.32 991.953 33,619.080 99.94 (1) Imiudes levies for general operations and debt service. -for discounts and uncollectable tax of approximately 596 of total tax levy. (2) Net of reserve early payment The following table is a listing of the ten largest taxpayers in the City, the nature of their business activity and the assessed value of their property for the fiscal year ended September 30, 1983. Ten Largest Taxpayers in the City of Miami 1983 Assessed Value of Property • 1993 Assessed Value Name of Tagwyer Wature�yih' (00013) Southern Bell Telephone &Telegraph Company Unlit $304,869 120,917 Office Buildings Equitable Life Assurance Office Buildings 115,770 Ball Point Development 91,629 Florida Power & Light Company Utility 74,394 Miami Herald Newspaper Buildings 63,021 One Biscayne Tower, N.W.Offi Retail Sales Retail 31,044 I.B.M. Office Buildings 29,714 New York Life Insurance Retail Sales 24,847 Federated Department Storrs 19.980 Office Buildings DuPont Plaza Total Assessed Valuation of Top Ten Taxpayers, $876,185 which is 10.1% of total 1983 Assessed Valuation SOURCE: We County Property Appraiser's Office. Pension and Retirement Plans The City has two separate pension funds, the Retirement System (Police and Firemen) which went into effect on February 1, 1940 (the "System" or "Retirement System") and the Retirement Plan (General Employees) which went into effect on July 1, 1956 (the "Plan" or "Retirement Plan"). The actuary for the Retirement Plan is Compensation & Capital, Inc., Chicago, Illinois. For the Retirement System, the actuary is Alexander & Alexander, Atlanta, Georgia. The Plan and System select their actuaries independently. Additionally, the City selects its own actuary to determine the amount that the City will contribute to the Plan and System. With respect to the System and Plan, the principal actuarial assumptions are: (1) As to valuation method: System --Entry Age Normal Cost Method with supplemental present value. Plan —Aggregate Accrual Modification of the Entry Age Normal Cost Method. 24 r _ . rt a,.�- ' 1Beti H Tytrel (2t3) +i3-3�23 64VC4�f. of May 17, 1983 (2) As to interest no: System and plan--8% and 1% for the Man's post retirement benefits. (3) As to assets: System --Moving market value average. Plan ---Market Value. (4) As to retirement age: The System and Plan have adopted, as of October 31, 1979, the use of probabilities by age. rather than a single retirement assumption. Prior to October 31, 1979, the System used age 53 and the Plan used age 62. Membership in the System and Plan is compulsory for classified employees, optional for unclassified employees and not open to temporary employees. Participation in the Plan and System as of October 1, 1983, was as follows Attire Retired TOW Plan .............. 2,026 1,509 3,535 System ............ 1,717 ' 859 2.576 Totals ......... 3,743 2,368 6,111 The City's contribution is derived annually by the City's actuary, E.H. Friend & Co., Washington D.C. and is presented in a Supplementary Actuarial Valuation Report which incorporates the alternative funding meth. odology adopted by the City Commission into the actuarial reports prepared by the Plan and System's actuaries and recommended to the City Commission for acceptance. (See the Section "LMGATiON," Appendix B and Note 14(A) in the Section "FINANCIAL STATEMENTS" for discussions related to litigation pertaining to the City's contributions to employee pension plans.) For fiscal year 1983, the unfunded liability was determined with data as of January 1. 1983 for the System, and October 1, 1982 for the Plan. Assets available for the Benefits are determined as of October 1, 1982. The State of Florida requires that pension unfunded liabilities for local retirement systems be funded over a prescribed number of years. The City has adopted a funding technique by which contribution level for funding the unfunded past service liability increases annually by 5% over a 35 year period. The State of Florida's Bureau of Local Retirement Systems has indicated that this funding technique provides an adequate proper actuarial funding and meets the requirements of Part V1I, Chapter 112, Florida Statutes. The following table sets forth in summary form certain essential data with respect to both the Retirement Plan and the Retirement System for the fiscal years ending September 30, 1978, 1979, 1980. 1981, 1982 and 1983. 25 84-624 116tij. 00 ` YhV1 (212) "2-82U 645UC-1— proof of May 17, 1"3 City Pension I UMS Financial Data for Pension Plans iybW 'Yens Ending SepteMmber 30. 1983 iami Employees' Retirement System ....... Miami Employees' Retirement Plan ... ... . Total.............. I............ September 30. 1982 Miami Employees' Retirement System ....... Miami Employees' Retirement Plan .......... Total................. I......... ptember 30. 1981 Se Miami Employees' Retirement System ....... Miami Employees' Retirement Plan .......... Total........................... September 30. 1980 Miami Employees' Retirement System ....... Miami Employees' Retirement Plan .......... Total........................... September 30. 1979 Miami Employees' Retirement System ....... Miami Employees' Retirement Plan .......... Total........................... September 30. 1978 Miami Employees' Retirement System ....... Miami Employees' Retirement Plan .......... Total........................... Employers' Employee lei Coanibutions Contly:n S 7.283,777 S 4.063.406 S 7,632.115 8.165.963 3.452.996 3.789.633 S 15,449,740 S 7.516.402 S 11,421.749 S 9.604.109 S 3.418.917 S 9.851.550 7.348.232 3.070.791 4.613.229 S 15.952.341 S 6.489.708 S 14.464.779 S 8.530.163 S 2.761.264 S 7.382.265 6.720.654 2.880.036 3.250.133 S 15,250.817 S 3.641.300 S 10.632.398 S 8.472.200 S 2.450.208 S 6.080.711 5.812.180 2.777.905 3.109.260 S 14.294.380 S 5.228.013 S 9.189.971 S 10.960.543 S 2.358.418 S 4.328.941 4.452.053 2.579.140 2.395.959 S 15.412.5% S 4.937.558 S 6.724.799 S 10.400.013 S 2.346.232 S 3.007.515 3,309,064 2.462.769 1.895.234 S 13.709.077 S 4.809.001 S 4.992.749 Beitelfts Pa1104011" Udubded Assets Employee Accrued Available Withdrawals Lk wty row Behents S 9,408.187 S 97.942.418 S119.305.000 9,299.116 103.213.629 67.193.000 $ 18.707.303 S201,156.047 S186.498.000 S 9.143.205 S 79.151.535 S107.462.000 8.875.138 95.456.344 59.687,000 $18.018.343 5174,607.879 S167.149.000 S 9.145.186 S 84,436.463 S 99.573.000 8.%3.433 88.949.537 56.318.000 $18.110.619 $173.385.000 S155.891.000 S 8.249.522 S 85.908.000 S 85.498.000 7.907,968 90.422.000 50.325.000 S16.157,490 S166.330.000 S135.823.000 $ 7.450.813 S 87.200.000 S 72.687.000 6.887,022 72.0I0.000 45.213.000 $14737.335 5159,210.000 S117.900.000 S 6.364.922 S 81.000.000 S 63.355.000 6.198.957 56,000.000 42,912.000 $12.563.879 S137,000.000 S106.267.000 The above amounts for Employer's Contributions and Unfunded Accrued Liability are as reported by the City's actuary. E. H. Friend. in its annual reports. Amounts under Employee Contributions, Interest Earnings and Benefit Payments Ibcluding Employee Withdrawals are as reported in the annual reports of the Plan and System. Assets Available for Benefits amounts are from the annual reports of the Plan and System reduced by year-end receivables from the City. I..abor Relations The City Manager's Office has a professional labor relations staff dedicated solely to labor negotiations and contract administration during the term of these agreements. The City has negotiated multiple year agreements with all its labor organizations. Two labor agreements expire on September 30, 1984—one with the American Federation of State, County and Municipal Employees ("A.F.S.C.M.E."), Local 1907 and one with the Sanitation Employees Association ("S.E.A."). Two labor agreements expire on September 30. 1985--one with the Fraternal Order of Police ("F.O.P."), Lodge No. 20 and one with the international Association of Firefighters ("I.A.F.F.'). Local 587. Scheduled increases beyond fiscal year 1983-84 include an October 1, 1984 adjustment of 3% and a July 1. 1985 adjustment of 5% for employees represented by the F.O.P. and I.A.F.F. Adjustments beyond fiscal year 1984-85 for employees represented by the S.E.A. and A.F.S.C.M.E. are to be negotiated in the summer of 1984. Risk Management A Charter Amendment was approved by the electorate in 1971, allowing the City to set up a Self -Insurance and Insurance Trust Fund. The City Commission created, by Ordinance. a Board of Trustees composed of the City Manager, the Director of Finance, and the Insurance Manager to handle the security investments of the Fund. Also created is a Self-insurance Committee, appointed by the City Manager to administer the Plan. 26 - F ayK�T/k�-ny � MS tri 'f i � ". H. Tyr M (212) 961-3222 6430C•l—~ of May 17. 1983 The City is self-insurml for most casualty and group benefit exposures with the exception that coverage by outside insurance is secured when it is available at acceptable rates. Purchased policies include a broad, ail -risk property policy covering all City property; general liability insurance for its exposures at the Miami Convention Center, Dinner key Marina, all parks, pools and playgrounds of the City, and fidelity bonds on all City employees. Group life insurance and accidental death and dismemberment insurance are also commercially purchased. The City self -insures all exposures not commercially insured including vehicular accidents, police torts, and general liability. Group health benefits for City employees and retirees are self -insured. The City's liability for damages in most court claims is limited to $100,000 per claimant, and $200,000 per occurrence in accordance with the Florida Statutes, Section 768.28, which waives sovereign immunity in torts claims to the extent of such amounts. While the City self -insures its group health benefits plan, the City also offers certain employee groups the choice between the indemnity group benefit and a pre -paid health maintenance organization. One of the employee iargaining units, the Sanitation Employees Association, has a prepaid health maintenance organization as its sole malth benefit option. In July of 1984, the Fraternal Order of Police and the International Association of Fire Fighters will establish separate group benefits plans for both active employees represented by those bargaining units, and retirees formerly represented by those bargaining units. The City's contribution to provide• group health benefits for these bargaining unit employees is limited by the labor agreements. The limitation for group health benefits is an amount similar to that which the City has been contributing for these employees to its self -funded plan. ECONOMIC AND DEMOGRAPHIC DATA Introduction and Recent Developments The City in recent years has begun to base its economy upon a more varied economic base. Industry and manufacturing are becoming stronger forces in the area. While the City's share of Florida's tourist trade remains one of the major economic forces, its attractiveness as a residential area to skilled labor and its selection as the site for major and smaller light industrial activities have combined with tourism to produce a more diversified economic base. Other recent developments include a $250 million expansion of the Port of Miami which was begun in 1980. Phase 1, which doubled the seaport's physical size, tripling the land available for cargo operations, was completed in 1981. In 1984 a third gantry crane will be erected and additional bulkheading will provide 1,000 additional feet of lineal berthing space. Plans further call for a five land flyover bridge, providing a direct link to the interstate highway system and a $ 100 million complex to include two new cruise berths, 100,000 sq. feet of additional office space, small retail shops and a 500 seat restaurant. Miami International Airport is undergoing a $1 billion expansion program. Included in this program is a new seven story parking structure directly across from the main terminal that will add 2,300 parking spaces. A related project is the elevated pedestrian "skybridge," which will connect the parking garages with the main terminal building. Both projects are scheduled for completion in 1984. Other improvements include a direct connector road to the airport expressway, a cargo tunnel to be built in 1985, expansion and modernization of gate areas and a new Cargo Clearance Center —locating all federal agencies convenient to the brokers, cargo airlines and forwarders. Projects recently completed and currently under construction in downtown Miami are valued at S.9 billion. Planned projects reported by the Downtown Development Authority total approximately $1.1 billion. guy Compreted Proeeta and Under Construction Ptsened Office Space 3,648,800 sq. ft. 4.731,617 sq. ft. Residential Units 1,363 units 910 units Hotel Rooms 3,837 rooms 120 rooms Parking Spaces 10,898 spaces 10.722 space: Retail Space 1,875.800 sq. ft. 258,450 sq. ft. 27 84--624 ,:a. _ ,. T - ^'". 1 -`w -"7 :•z ,.. F r` yS:. ,% ... ,.:;. .-*C'.-"n' Yi'+#+"x,.. -. a ;:a=.Vi u. t et�j. It. Tyrrel (212) 061.8212 6430C-l-4%6f of May 17. 1041 Metforail r sat' 54 ;t A new $1 billion. 21-mile Metrorail elevated high-speed transit system is nearly completed and the first 11-mile section of the 20-section System opened in May, 1984. Complementing Metrorail will be the $132 million Metroloop, a 1.9 mite central -city rapid transit "le - mover system that will be in operation in late 1985. Existing bus routes will be expanded to provide coordinated service to both systems. Upon completion of those Systems, Miami will have established a major component of a comprehensive mass transit network. Bayside The Bayside Specialty Center project will occupy close to 20 acres along the waterfront of Downtown Miami. The Specialty Center will feature 200,000 sq. ft. of rental space and a parking garage for 1.200 cars. The Rouse Company, a leading builder of specialty markets in downtown settings, was selected to be the developer and will invest S93 million in this project. The Bayside Specialty Center is expected to attract 15 million visitors per year. It is projected that the complex will generate an average of $200 million in sales and create an additional 1,000 jobs. The complex is scheduled to open in the Fall of 1986. Southeast Ov"town/Park West The City of Miami has initiated a major redevelopment project for a 200 acre tract adjacent to the central business district. During the next 5 to 10 years, 6,000 new residential units and over 3 million sq. ft. of office and retail space will be constructed. It is estimated that close to $1 billion in private investment funds will go into this project. This project will be the largest Public/Private Joint Venture undertaking within the State of Florida. The'role of the public sector will be as project facilitators, and the City will assume some of the costs and risks normally borne by the private developer. It is estimated that 5100 million in public funds will be contributed to this project. The majority of public funding will be provided through the issuance of Tax -Increment Revenue Bonds. $11.100,000 of the Housing Bonds offend hereunder is to be used to purchase land for such housing. Sports and exhibition Center The City of Miami approved an ordinance creating the Miami Sports and Exhibition Authority on July 28. 1983. Florida Statute requires the creation of such an Authority as a condition precedent to the County enacting an ordinance levying a 30 Convention Development Tax on hotel rooms. The City's share of the tax proceeds must be used to construct a multi -purpose convention/coliseum exhibition center within the City of Miami. The City's share of these tax proceeds is expected to be S344 million per year. Plans for the facility require a minimum of 150,000 sq. ft. of exhibition space, 75,000 sq. ft. of conference space, a 16,000 seat sports arena and all appropriate parking and ancillary areas. A formal request for proposals from developers has been issued and responses are to be received in July, 1994. Insurance Exchange of The Americas Miami evolved over the past decade as a logical location for an international insurance facility as a conduit through which the growing insurance and reinsurance industry interested in Latin American business could be channeled to one central location. The IEA, patterned after Lloyd's of London, is not itself an insurer. It is a marketplace where large and unusual insurance and reinsurance needs in the domestic and international markets can be written. They include reinsurance from other insurers, both U.S. and foreign; foreign risks of every type; aviation. marine and transport risks; and Florida surplus lines business. 28 rF� . H. Tyh*l 4212) 062•9222 64.56C-1-4proof or May 17. 1983 Car Coate Expansion The favorable geographic location of Greater Miami, the trained commercial and industrial labor and the favorable transportation facilities have caused the economic base of the area to expand by attracting to the area many national and international firma doing business in Latin America. In Greater Miami, over 100 international corporations have set up hemispheric operations. Among them are such corporations as Dow Chemical, Gulf Oil Corporation, Owens -Coming Fiberglass Corporation, American Hospital Supply, Coca-Cola Interamerican Cor- poration and Ocean Chemicals, Inc., a subsidiary of Rohm & Hass Company. In addition to the growth in manufacturing, significant strides have been made in the location of non - manufacturing firma in Greater Miami. Other national faros which established international operations or office locations in Greater Miami are Alcoa International, Ltd., Atlas Chemical Industries, Bemis International, Dymo, Inc.. International Harvester, Johns Manville International, Minnesota (3-M) Export, Inc., Pfizer Latin America and Royal Export and United Fruit. Industrial Development A 1983 study prepared by the Chicago -based Alexander Grant Co., in cooperation with the Conference of State Manufacturers Associations, ranked Florida for the third year in a row as the first state in the nation for an overall favorable business climate. The same conclusion was reached last year by a business location firm, the Fantus Co., which is also headquartered in Chicago. The Dade County Industrial Development Authority reports that there are over 4,000 manufacturing firms in Dade County that employ more than 98,000 persons. This reflects an increase over the past decade of 35.5 per cent in the manufacturing sector alone. Approximately 197 of these firms are major manufacturers with 100 or more employees. The two predominant categories of industrial land use in Greater Miami are light manufacturing and light storage. Light manufacturing includes a wide range of operations from industries producing electronic components to machine shops and printing plants. Light storage ranges from food and autopart warehouses to office supply storage facilities. Heavy manufacturing ranges from cement to metal extension plants. Heavy storage includes such things as timber yards, building supply warehouses and heavy equipment storage. Finally. mixed industry would include any other form of land use such as commercial or agricultural. The following table details the types of industry which have developed within the City and the percentage of space each industry occupies. Of (4eapied bdus u*A Space Wior Cate6orY 1961 Manufacturing ..................... 43.0% Wholesale and Retail Trade .......... 39.5 Transport and Public Utility .......... 9.0 Services........................ 4.3 Construction ...................... 1.1 AliOther ......................... 3.1 SOURCE: Department of Economic Development, City of Miami. 29 54-624- btetij. A. Ty"A (212) 062-5122 643001-�f of iy 17. 1"3 Manufacturing has recently occupied the largest percentage of occupied space of all major industrial catego- rift within the City. The following table highlights the various types of manufacturing activity and the percentage of space each industry currently occupies within the City. d Sol) Type of Maad4sehria8 1nduWWW space 35 Machinery (excluding electrical) ................. 17.3% 34 Fabricated metal products ...................... 16.3 37 Transportation equipment ...................... 13.0 25 Furniture and fixture .......................... 10.6 36 Electrical equipment ........................ 10.6 30 Rubber and plastic products .................... 9.6 20 Food and related products ...................... 8.2 22-23 Apparel and textile products .................... 6.7 24 Lumber and wood products ..................... 7.7 SOMCE: Department of Economic Development, City of Miami. (1) Standard Industrialization Classification Code established and used by the U.S. Department of Commerce. Miami's apparel industry, is today the third largest in the nation. Miami's market is primarily made up of numerous small firms nether than large operations. Roughly 30.000 jobs are provided by nearly 500 manufacturers. Florida apparel firms, most of which are centered in the Miami area, shipped $849 million in merchandise in 1980, a 56 per cent increase over 1970 figures. South Florida is now the fastest growing interior design center in the nation, only behind New York and Los Angeles. It is where 250 design -related businesses provide 6,000 ancillary jobs and generate S250 million into the local economy. Moro than $10 million in new construction has taken place in the past three years, at the Miami Design Plaza, located on 38 acres within a 14-block spread in midtown Miami. It is anticipated that approximately $11 million more will be invested in the district during the coming year. Financial Institutions Dade County is growing as an international financial center with 36 foreign banks operating in the commu- nity. Additionally, there are 46 Edge Act Banks that have moved to the Miami area. These include: BankAmerica International, Bank of Boston International South, Bankers Trust International, Banco de Santander International, Chase Bank International, Citibank International, Irving Trust, Chemical Bank International, Manufacturers Hanover International, and Morgan Guaranty International. The Federal Reserve Edge Act Amendment. adopted in 1919, permitted banks to open International Banking Subsidiaries outside their home states. The Federal Reserve System has located a branch office in Dade County to assist the Atlanta office with financial transactions in the South Florida area. Thera are 70 local banks in Dade County which together have a total of S 16.2 billion in deposits. A ten year summary is presented below: Beak Deposits(l) Nwnber Year of Banks Tool Depafts 1983 70 $16,158,326,000 1982 65 13.486,248,000. 1981 65 9,234,540.000 1980 63 9.341,691,000 1979 71 7,982,108,000 1978 73(2) 7,015,276,000 1977 98 6,481,146,000 1976 95 5,526,615,000 1975 93 5,296,569,000 1974 91 5,493,965,000 Souaca: U.S. Comptroller of the Currency. (1) The information presented is for Metropolitan Dade County as a whole which includes the City of Miami. (2) Decline in number of banks is attributable to change in Florida's banking laws which now allow for branch banking. Some of these branches were separate banks prior to the change in the law. 30 84-624 S i Tyrrd 50 .t .proof OfMay,117, 1 S3 Tou rim Miami always has been a very attractive'clty for domestic and international tourists. Ira climate and bated in t the year. City government and private interests have coops draw many thousands of visitors throughout power boat races at Miami Marine Stadium, the Orange Bowl developing outstanding attractions which include oFl parrot Jungle, Monkey Jungle. the Orchid Jungle, the Omni shopping of Classic, the Seaquarium, Planet Ocean, ntarium. Other Points complex, dog and horse races, Jai Alai, the Vizcaya Palace, Metrozoo and the Serpe fessional sports interest and activities include tours of the Everglades and the Florida Keys, major league pro events, and annual attractions such as the Youth Fair, Graphics Fair, International Folk Festival. Marathon Race, Chile Ocho Open House, Carnaval Miami, Coconut ArtBl�tFestival, al eveKwants C'OOmbay Festivals. Hispanic Heritage Week, Little River Oktoberfest and theOrange During 1983, approximately 5.6 million out-of-state visitors tstayed e �� 57,000 pe�uch asmconvendo stel r and Greater Miami. Many of these visitors Participated conferences. 1Fiim Inds' to figures d by the State's Film production in Fouth Florida reached an all time high n 1983. according 8 releaseeat film Department of Commerce, Motion Picture and Television Bureau. Florida is ranked as the third larg f Florida's film production center in the U.S. State and lade officials and Broward countte ies) 'Ilia 98at between 3 filmto 70 percent productiontotals for Florida business in conducted n South Florida (Dade estimated $86.85 to S101.36 million added to the Miami area economy. were $144.8 million resulting in an Agriculture The land area of Greater Miami includes large agricultural expanses on which limes. avocadoes, mangoes, grown for the fresh produce market. During the sunny and warm winter months. the tomatoes. and pole beans are gro Mild climate enables these crops to be grown and harvested. Many of the vegetables are shipped f the northern and northeastern United States during the winter. Exotic tropical fruits such as plantains. lychee fruit. papaya. sugar apples and persian limes grow in the area and cannot be grown anywhere else in this country. Expos g nt's 1983 figures. Fifty percent of Florida's foreign trade which, ace of Miamis Commerce Departure totalled in excess of $16.7 billion. flows through Po rts A report released by the Florida Department of Commerce reveals that June 1983 exports from Miami Customs District #52 (that includes Port Everglades and West Palm Beach) rose by 19.7 per cent to S467 million from the previous month's total of $390.4 million. Caribbeane 12 year n of Basin Further stimulation in investments is expected f 27 ccountries of Centralsult from the oAmericta and the Caribbean islands Initiative program. designed to boost the econ reed in the region. is also expected The new law, which grants duty-free entry into the U.S. of material goods prod to bring greater economic stability to those countries.th affairs Trade offices have been established in theSouoM Miami area These rida by several countries, trade offices include those esttabisF►ed conducted by the 37 foreign consulates located by Belgium. Chile. Colombia, Dominican Republic, Guatemala, Hong Kong, Jamaica, Korea, Panama, Spain and the Philippines. Miami International Airport five separate airports within its boundaries. The responsibilities Metropolitan Dade County is the owner of for their operation are assigned to the Dade the uCounty nrouun beroAviation senge�us�irtg its facilrctrtrrueis�it 1Cranks 4th nr the nation and in the nation and loth in the world m 5th in the world in the movement of domestic and international air cargo. 31 84-f 24 Tyres (213) %2-9222 � �I-A%. of of wlay 11, 1983 cheduled services welt provided to over 20 million domestic and international tying the During 1982, airport was the '2.946 increase in international passengers. the aWind Of major imps venient for importers and exporters. Pn vide world-wide air routes con Miami Intetnatiortal Airport Pro complex. approximate two million Ito Alrport's facilities include tone runways, a 7.000 car ance shops. hops. ►g ximately 30,000 individuals are square feet of warehouse and office space, and maintenAppro employed at the airport- and handled 1.2 billion pounds of cargo. Previous years In 1983 the Airport served 19.3 million passengers statistics are presented below: P 1982 19,388 1,246,700 19,8 1 49 1,170,008 198 198020.507 1,130,800 1979 19,628 1,066,313 1978 16,501 1,026,593 36 987.998 13.7 1977 12836 $08,791 , 1976 745,453 1975 12.068 1974 12,444 778,815 1973 12,722 720,806 SOURCE: Dade County Aviation Department - port of Miami and is operated by the Dade County Seaport Depu=nt. 4 The Port of Miami is owned by Metro -Dade County from 85! .164 to 1,760,255. an the number of passengers sailing from the Port increased cruise ship port. From 1973 to 1982. explains the. Port's emergence as the world s leading increase of 107%. This increased Fro o handling concepts. The most effective The Port of Miami speci alizes in unitized trailer and container cargo ex rt port to oral c o handled increased from over 1.2 million tons to over use of equipment and the Port's convenient location comma a to make the Part the nation's leading Po the western Hemisphere. From 1973 to 1982. the 2.6 million tom, increase of 117%. act to 525 aches• The buyers, importers, exporters, • In 1979, derails were completed for the expansion on the abet Q Miami � m u� additional space is needed to accommodate the urcreas 8 business through the Port. I freight forwarders and cruise passengers who wish to conduct o A summary of the In 1983 the Port served 2,002.654 passengers and handy 2.7 mrll►nted �'on v of cargo, growth in revenues, passengers and cargo for previous years prose r nff—a—aw-r ) 1,760.255 2.665,921 1982 $12,949,687 11567,709 2.757,374 1981 12,468.522 1,459.144 2.485,791 1980 12,056,896 2,291,382 8.110.840 1,350,332 1.922,864 s4 1976,236.385 992,275 1978 978,016 i .711.535 l 5,374,978 1977 1,029,687 1.525.095 1976 4,956.670 804,926 1.257,608 j 1975 4,517.946 728.201 1,301,052 i 1974 3,850,232 851,164 1,205,454 1973 3,700,182 ---------— Seaport Department. SOURCE: Dade County po 32 84'"F 24, VIM Demographic AV Distributlon 'bution o� age g among the of both N[iamt and Dads The following table indicates the distn County residents. Age Group as a Percent of Total YOPumuon G � pde c°�m 113,3o % 0.5 Z3,4S9 4 8,598 2 5 t, 6-9 15,139 15.294 4 87,286 106.569 7 s� 10.13 14-17 20,202 6 3 54,285 3 8 11 119 11,191 28,320 8 133.480 240,79E 1S 24 { 25-34 47,599 40,281 14 12 192,847 187.495 12 12 35-44 45-5 44,574 13 6 91,009 5 5 55-59 21,114 19.973 6 80,586 149,550 9 j �� 623,168 35.951 10 105,736 7 755+4 t 346 865 1009E 1,625,781100g6 j: Total ' ` population and Housing. SouR 91 80 U.S. Census of Faintly Income number of families in the City and Dade County. The table below indicates the distribution of income by Faintly Income Distribution 1979 p�pta", Mlanu PM"UV 41194 pads ,t0% lecome i b% l84 14,529 60,091 15 14 S 5.99 17,792 19 65,564 27 5-9.999 16,598 19 114.520 27 10-14,999 21.497 25 1t2.303 28 15.49.999 14.125 16 32.858 8 25-49.999 3,51E 4 +50.000 100% Total Number 1009E 426.520 of Families 88,057 j lation and Housing. SOURCE' 1980 U.S. Census of Pope been above that for the Florida and i arcs the per capita personal income of Dade County, Florida and Per capita personal income rig table Miami residents has consistently United States averages. The 1 the U.S•A• Per Capita Personal 'Some CpU.S.A.. Dade pp FWI" 1019E $10,165 S10,491 103 i 1981 510,885(l) 9.153 9.490 103 1980 9,598 8,202 .5 103 1979 8.8� 7.330 7,77775 t978 8.030 - Department of Labor. Bureau of Labor Statistics. SOURCE' U.S. Bureau of Economic and gustness Research (1981. Dade County Estimate). (1) University of Florida. 33 r xg� phi h 3',f� i tie `fh 8"j. if. Tyrrrel (212) 061*8222 t i450C�1= f of May 174 1993 Retail Saks Although Miami contains 22.1 percent of the population of Dade County, in 1983 almost half of the dollar value of sales transactions took place in the City. The following tables present detailed sales information for Miami and Dade County, Gross Sales(1) 19e1 19a2 M Miami .................. $14.552,000 $14.856.000 $14,319,000 Dark County ............. 29.140,000 30,711,000 30,468.000 Miami/Dade .............. 50% 48% 47% (1) As repotted under the Sales Tax Act. Taxable Gross Retail Sales 19" 19M 1"1 1"2 19s3 Miami ................... $3.791,300 $ 4,712.800 $ 5,296.400 S 5.498.000 S 5,214.000 Dade County ............. 9,311.000 10,888.000 12,114,000 12.040.000 11,664,000 Miami/Dade .............. 41% 43% 44% 46% 45% SOURCE: Department of Revenue. State of Florida. Employment The tables below indicate the scope of employment throughout Miami and Dade County. Ten Largest Private Employers Greater Miami Type ofs ot Name uldne Employees Eastern Airlines .. . , .. .. ................. Airline 12,500 Southern Bell Telephone and Telegraph .......... . ..... Utility 11.131 Burdines ......................................... Department Store 6,300 University of Miami ................................ University 5.223 Pan American World Airways ........................ Airlines 5,218 Florida Power and [.fight .. .. ...... Utility 4,700 Southeast Banking Corporation/Southeast Bank N.A. ..... Bank 3.885 Publix Super Market 3,786 Miami Herald Publishing Company .................... Newspaper 3.329 Mount Sinai Medical Center of South Florida ............ Hospital 3,207 Employed Persons by Industry Type Miami Pa C UV Dade County pere"taie Agriculture, Forestry, Fishing. Mining ........... 1,590 1 % 14.850 2% Construction .................................. 11.150 7 44.560 6 Manufacturing 27.070 17 103.970 14 Transportation. Communication, Public Utilities ... 12.740 8 81.690 11 Wholesale Trade ............................. 9,550 6 44,560 6 Retail Trade ................................. 27,070 17 133.670 18 Finance. Insurance, Real Estate ................. 11.140 7 59,410 8 Business and Repair ... ................ 9,550 6 37.130 5 Personal Entertainment and Services ............. 15.920 10 51.980 7 Health Services ............................ 12.740 8 59,410 8 Educational Services .......................... 7,960 5 44,560 6 Other Professional Services .................... 6,370 4 37,130 5 Public Administration ................ . ........ 6.360 4 29.710 4 Total .................................... 159,210 100 742.630 100 SOURCE: 1980 Census of the Population and Housing. 34 84-624 our--�' .6•'^`'r it ;e � � g •� '�`�x 1 [ 3fi' f� `' jtL•i: n„2dY'� a4 Y8 — * .'^ a rdj $ i �� ,s �t'� � � � . '' • � a�5t ,�.�`��"x` ,�.t ,fir A 1 f� x . lleeitj. l{, Tyrrel (212) W-S222 64 i,—�r. of May` r1c 1041 1' Unemployment Rates Am" A""- 1999 1"t 1962 M 19R� Miami 6.8% 7.8% 9.2% 12.0% 7.4%(1) Dade County ....... 6.0 6.8 8.1 9.8 6.0(1) U.S. .............. 6.1 7.6 9.9 9.6 N.A. (1) As of March 1984. SouacE: United States Department of Labor. Bureau of Labor Statistics, Housing The U.S. Census figures for 1980 show that the median value of owner occupied housing was 547.517 which is an increase of 171% of the median value of 517,500 per owner occupied housing as outlined in the 1970 U.S. Census figures. The following tables detail the characteristics of housing by units in the City of Miami and Dade County. Values of Owner Occupied, Non -Condominium Housing Units 1980 Miami Percentw 2!d! Ferma Less than $25,000 ..... 3,690 11% 14,156 6% 25,000-39,999..... 8,283 25 43,732 18 17 404)00-49.999 ..... 6.326 l9 39,978 35 50,000-79.999..... 11.012 33 81,130 9 80,000-99,999 ..... 1,684 5 21.211 15 100.000 and over ..... 2,462 7 34.658 Total.......... 33,457 100% 234.865 100% median value ..... $47.517 S 57.200 SouRct:: 1980 U. S. Census of the Population and Housing. City of Miami Occupied Housing by Tenure 1970 19811 pem"t Owner Occupied ..... 43,158 36% 64 45.738 34% 88.308 66 Renter Occupied ..... 77.235 l20.393 100% 134,046 100% Total ............. SouR and 1980 U.S. Census of the Population and Housing. 35 544' r N x sew x .1Ffi. { yrrel . 1213t 6430C-1—Proo( of May 17, 198� Building Permits The dollar value of building permits issued in the City since 1978 are as follows:umber j Vail" ofNpermus f Year _100015) $299.941 446 1983 9' 1982 358,676 8,653 605 1981 532,205 , 1980 350,054 10,518 18 1979 201,667 12.213 1978 105,064 12.246 SOURCE: City of Miami's Fire. Rescue and Inspection Services Department. New residential construction in the City since 1978 has been estimated as follows: Housing Units Started Number of Year Units 1983 661 1982 1.753 j 1981 3,164 1980 2.188 1979 1,995 1978 1,319 SOURCE: City of Miami's Fire, Rescue and inspection Services Department. am g fig We$ BertJ. H. Tyrrel (212) %24222 645w.I--Proof of May 17. 19113 APPROVAL AND OFFERING STATEMENT to be complete The references. excerpts and summaries of all documents referred to herein do not Purport statements references the provisions of such documents. and reference is directed to all such documents a Bonds full and the complete statements of all matters of fact relating to the Bonds, the security for the pay 's Director rights and obligations of the holders thereof. Coca °f such Dr Drive. Dinner Key, Miami. Florida 33133. uments may be obtained from tel phone number of Finance at Miami City Hall. 3500 Pan Amen Co. Incorporated, 110 Wall Street. New York. (mow Y 9ric�10005. t350. or elephone numm the cial bet (2123 63.2nes 000J. ��y Ne The information contained in this Official Statement has been compiled from �i l and ed as to accuracy or deemed to be reliable, and is believed to be correct ss of this by date ethe Finaner sources cial Advisor or the Underwriters. completeness by, and is not to be construed as a repro ers of opinion or of estimates whether or not Any statement made in this Official Stan measninvolvingserepresentations of fact, and no representation i made that any so expressly stated, are set forth as such and Pm m- of the estimates will be realized. The informationStatement nor any °sale made hereunder shallf opinion herein are ctunder anhangy wit circudate to c stances, create any notice and neither the delivery of this m implication that there has been no change in the affairs of the City of Miami since the hereof. been duly authorized by the Commission of the City of Miami The execution of this Official Statement has. The City of Miami, Florida . ....................Mayor 37 84--624 :.s*x6Fv'+