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HomeMy WebLinkAboutEconomic Impact AnalysisONE MJAM! Economic Impact Analysis Submitted to: City of Miami Prepared For: MDM DEVELOPMENT GROUP Prepared by: SHARPTON, BRUNSON & COMPANY, P.A. One Southeast Third Avenue Suite 2100 Miami, Florida 33131 (305) 374-1574 • • CONE MIAMI TABLE OF CONTENTS THE PROJECT OVERVIEW PAGE(S) 1-2 EXECUTIVE SUMMARY Summary of Benefits 3 OBJECTIVES AND DEFINITIONS Objectives 4 Definition of Economic and Tax Impact 4 Direct and Indirect Effects 4 Measures of Economic Impact 5 Description of Results 6 DISCUSSION OF THE RESULTS BY ECONOMIC INDICATORS Impact Indicators 7 Results of Indicators 7 Impact of Construction 7 Impact of Ongoing Operations 8 Impact on Local Tax Revenues 8 Analysis by Economic Indicators 8 Employment 8 Wages 9 Output 9 Local Taxes 10 Public Sector Cost 11 Impact Fees 11 EXHIBITS Exhibit I: Summary of Economic Impact 12 Exhibit II: Impact and Other Fees 13 • • DRAFT Project Overview The proposed project consists of a diversified multi -use development which will include residential (rental apartments), retail, parking and condominium uses. The project is designed to guide the area's growth into a living and working community within the downtown core district. The cornerstone of our project is the 4-story retail/entertainment complex with lifestyle retail offerings that focus on the home, leisure activities, and neighborhood services. The uses are intended to create an attractive new neighborhood offering a unique city living experience. The Project is located on the north side of the Miami River within the heart if Miami's Central Business District (CBD). The site consists of approximately 9.30 gross acres or 5.94 net acres on three city blocks known as tracts B, C, and D in downtown Miami's designated Block 2, 3, and 4 of Dupont Plaza Subdivision. A more detailed summary of each tract is as follows: Tract B- is rectangular in shape and surrounded by Southeast 3rd Street on the north, Biscayne Boulevard Way/ Southeast 4th Street on the South, Biscayne Boulevard on the east and Southeast 3rd Avenue on the west. Parcel B has gross lot area of 163,785 square feet (3.76 acres) and a net lot area of 107,343 square feet (2.46 acres). Tract C- is rectangular in shape and surrounded by Southeast 3rd Street on the north, Biscayne Boulevard Way/ Southeast 4th Street in the south, Biscayne Boulevard on the east and South east 3rd Avenue on the east and Southeast 2nd Avenue on the west. Parcel C has a net lot area of 75,780 square feet (1.74 acres) and a gross lot area of 119, 790 square feet (2.75 acres). Tract D- is rectangular in shape and surrounded by Southeast 2nd street on the north, Southeast 3rd Street on the south, Southeast 3rd Avenue on the east and Southeast 2nd Avenue on the west. Parcel D has a net lot area of 75,777 square feet (1.74 acres) and a gross lot area of 121,532 square feet (2.79 acres). Currently, the site is being used as a surface parking lot facility without any permanent structures. The zoning designation for all the tracts is CBD, Central Business District. The proposed development will consist of a total of more than 3.7 million square feet of commercial and residential space which will include 1,500 residential units, comprising more than 1,880,000 Sq. Ft. of livable space, 207,400 square feet of retail/ entertainment space, 9,600 square feet of office space and 1,467 space parking garage with ground floor retail. A detailed summary if the proposed development program is as follows: 1 • Project Overview Tract B Total Gross Lot Area 3.76 acres or 163,785 Sq. Ft. Totat Nat Lot Area 2.46 acres or 107,343 Sq. Ft. Retail Area 81,875 Sq. Ft. Cinema 68,000 Sq. Ft. Residential Units (Condos) 400 Parking Spaces (Residential Tower) 926 Total Developable Sq. Ft. 1,096,995 Sq. Ft. Tract C Total Gross Lot Area 2.75 acres or 119,790 Sq. Ft. Total Net Lot Area 1.74 acres or 75,780 Sq. Ft_ Total Retail Area 32,190 Sq. Ft. Total Office Area 9,600 Sq. Ft Residential Units (Rental Apts.) 450 Parking Spaces 922 Total Developable Sq. Ft. 948,000 Sq. Ft. Tract D Total Gross Lot Area 2.79 acres or 121,532 Sq. Ft. Total Net Lot Area 1.74 acres or 75,777 Sq. Ft. Total Retail Area 25,530 Sq. Ft. Residential Units (Rental Apts.) 650 Parking Spaces (Residential Tower) 969 Parking Garage Facility 1,467 spaces Total Developable Sq. Ft. 1,695,430 Sq. Ft. In addition, the project's enhancement will begin with proposed adjustments to the right of way of the streets and avenues surrounding the sites. The arteries will be widened to provide boulevard streets with shady tree canopies along the street edges and throughout the street medians. The project will also provide covered loggias for circulation under cover from weather conditions, specialty pavements, and pedestrian friendly plazas. 2 s • ■ Summary of Benefits Significant Community Benefits: • Jobs Wages • Taxes Economic Activity Residents' and Retail/Restaurant Employees' Spending Impacting Local Businesses: ➢ Food Recreation/Entertainment • Transportation • Retail The following table and charts summarize the economic impact of the Miami One development. CONSTRUCTION PERIOD ANNUAL IMPACT RECURRING Economic Activity Stimulated Output $ 428,366,216 $ 62,878,708 Wages 259, 940,342 15,326, 866 Taxes 9,952,832 $ 688,306,558 88,158,406 Jobs Created 915 470 3 • Objectives And Definitions Objectives The objective of this analysis is to provide information -on the various benefits created by the Project and to prepare an estimate of such benefits to the City. Our analysis is based on an economic model, which estimates economic and tax impacts of various projects on a designated area. The model is specifically tailored to the City of Miami (the City). Definition of Economic and Tax Impact The construction and subsequent operation of the Project will create important benefits within the City. These benefits include new income, new jobs, new tax revenue and new economic activity impacting upon every sector of the local economy. Moreover, through the multiplier effect of respending and reinvesting, indirect economic benefits are added to the direct benefits brought about by initial construction expenditures, the expenditures from ongoing operations and new spending at the retail enterprises. Direct and Indirect Effects The total economic impact of public and private projects and policies on a region does not end with the impact from the initial construction expenditures; the continued benefits to the local economy must also be considered. Income to firms furnishing construction materials and services is subsequently converted into employee salaries, material purchases, investment in plant and equipment, savings, profits, purchases of services, and a variety of other economic activities. Income to laborers is subsequently respent for purchasing of food, housing, transportation, education, entertainment, medical and dental services, clothing, personal services, and a wide variety of other goods and services. Furthermore, income to the governmental unit is respent as salaries, purchases, and support of a variety of programs, including education, transportation, and social services. In turn, individuals, firms, and governments furnishing these goods and services again spend their income for more purchases, salaries, investments, and savings. In this manner, indirect benefits result each time the initial sum is respent, and the additional sum available in the local economy induces further job creation, business development and savings. Quantification of these indirect benefits has been the object of considerable economic study. Because economic relationships are so complex in our modern society, no single area or political unit is a completely self-contained economic unit. Therefore, purchases from other areas and political units are necessary, and goods services are exported in return. As purchases are made from other units, some of the benefits of economic respending are lost to the local economy. Ultimately, a smaller and smaller portion of the initial sum would remain, until, after several rounds of respending, an insignificant sum is left. 4 Objectives And Definitions The indirect effects can be viewed as a set of "ripples" in the economy. Indirect, like direct, resources require labor, materials, equipment and services for their production to induce further job creation and spending of wages. The "ripple" of the indirect effect multiplies the original impact of the purchase. The common measure of the magnitude of the "ripple" effect is called a multiplier. A multiplier measures the total magnitude of the impact on each particular economic indicator as a multiple of the initial, direct effect. For instance, a multiplier of "1" would signify no "ripple" effects as the total impact is 1 times the initial impact, while a multiplier of "2" would imply that the total impact is 2 times the direct effect. The actual magnitude of a multiplier depends on the likelihood the goods and services purchased in a region would be produced in, or provided from the region. The model we used to estimate the total economic impact incorporates a multiplier developed by utilizing past consumption and production patterns in the City. There will be significant economic benefit derived from the expenditures of the residents of the Project on eating, drinking, grocery, recreation, retail etc. This report does not include the economic impact of such expenditures. Measures of Economic Impact Various measures can be used to indicate the impact of a policy or project on a region. Specifically, for this study, they are the increases in local employment, wages, tax revenue and output that result. Definitions of these measures are as follows: Employment is measured full-time equivalent jobs. Wages include wages, salaries, and proprietor's income only. They may include non -wage compensation, such as pensions, insurance, and other fringe benefits. Wages are assumed to be expended by households in the area at which the wage-earner works. Local taxes include additional revenues from both ad valorem and non ad valorem assessments. Direct expenditures include those sums expended for land acquisition, site preparation and all hard and soft costs associated with a project. Indirect expenditures are those sums expended within the local economy as a result of the "ripple" effect described earlier. Output describes total economic activity, and is essentially equivalent to the sum of direct and indirect expenditures (exclusive of wages and taxes). 5 i • Objectives And Definitions Description of Results For the purpose of describing the -total economic benefits of the Project, the related expenditures and economic activity stimulated have been broken into two categories: Developmental Annual Recurring Developmental expenditures include those expenditures related to the design and construction phase of the Project and related amenities. Annual recurring activities stimulated are those expenditures incurred in connection with the ongoing operation of the Project, and the sales and expenditures of the retail enterprises leasing space at the Project. 6 Discussion Of The Results By Economic Indicators Impact Indicators We measured the Project's impact on four commonly used indicators of economic activity. Those indicators are: w Jobs • Wages • Total output > Local taxes Results of Indicators Exhibit I details the Project's direct and indirect impact on the above economic indicators for Miami. A summary of such impact follows: DEVELOPMENT (One Time) Direct Indirect ANNUAL Operational: Direct Indirect Retail The economic indicator most commonly measured, and publicly reported on to gauge the economic impact of a public project is output. The impact of a project on the indicator output is often referred to as the project's economic impact. Impact of Construction The site preparation and construction expenditures, including soft costs and impact fees are estimated at $504 million. Such activity will create approximately 915 new full time equivalent jobs and employ a maximum of 1,690 workers during peak periods. The workers will earn approximately $138 million in direct wages. OUTPUT WAGES TAXES EMPLOYMENT $227,951,371 $138,325,001 $ 200,414, 845 1211615, 341 $428,366,216 $259,940,342 $ $ 11,740,860 10,322,564 40,815,284 $ 62,878,708 $ 1,140,660 $ 9,952,832 1,002,868 13,183,338 $ 15,326,866 $ 9,952,832 915 915 57 413 470 7 Discussion Of The Results By Economic Indicators Impact of Ongoing Operations and Retail Enterprises As a result of the on -going operation and maintenance of the Project, Miami will gain approximately 57 new, permanent, full-time equivalent jobs. The wages of the workers who obtain these positions will provide an impact of approximately $2.1 million annually. The retail enterprises are estimated to create 413 permanent, full- time equivalent jobs. The wages of the retail workers will provide an impact of approximately $13.2 million annually. The total expenditures for the Project's operations, and the retail sales will provide a new, permanent impact of $78 million annually to the City's economy. This impact consists of the effects of new retail sales and the direct expenditures from the maintenance, security and day-to-day operation of the Project, and the multiplied effects of such spending thus creating indirect benefits, Impact on Local Tax Revenues As a result of the construction and operation of the Project, various state, city and city governments and agencies would gain an estimated annual tax benefit of $10 million. Analysis by Economic Indicators Our analysis of the economic and tax benefits of the Project was done by each major phase of the Project. We identified the major phases to be developmental and operational. This analysis determines the economic benefits to the City by identifying such benefits for each of the phases. The effects on economic indicators used to measure benefits (employment, wages, output and taxes) were computed for each phase. Employment Employment is one of the most important economic benefits of the Project. It is one of the most accessible and direct benefits for the City's residents and it's residents and is a primary means by which developmental, operational and maintenance expenditures generate indirect economic benefits. A portion of this employment occurs on -site as a result of new spending at the retail enterprises, and a portion is derived from on -going operations of the Project. Further employment is generated off -site by the expenditures of employees of the Project and businesses located in the Project, at area businesses. As can be seen in Exhibit 1, total short-term (developmental) employment will average 915 employees over a one hundred and eight period and a total on -going employment will average 470. The total on -going positions can be summarized as follows: > Management > Security > Parking > Maintenance/Facilities • Retail 8 Discussion Of The Results By Economic Indicators Wages The analysis "deemed wages are a direct by-product of employment. As discussed in the above section, both on -site and off - site jobs are created. There were both temporary and permanent in nature. To compute the wages associated with the new employment we started with budgeted data directly related to the developmental and operational phases of the Project, and we incorporated data from our research on retail sales. Employment, such as construction related employment, was obtained directly from construction estimates. These numbers were tested for reasonableness. Output The output generated, as a result of the development and operations of the Project, is caused by the following type of expenditures: > Development costs expended in the City (100%) > Annual operational expenditures of management company New spending in the locality by employees of businesses located in the Project To incorporate the impact of dollars being respent and/or reinvested in the City, a multiplier was applied to total direct output. A multiplier of 1.8792 was used to determine total direct and indirect output created by the Project. This multiplier indicates that for every $100 spent in Miami, another $187.92 will be respent or reinvested in Miami. This multiplier was obtained from the Dade City Planning Department. Direct output from the developmental phase of the Project is primarily a result of developer costs. These costs include land acquisition, site preparation and soft and hard costs relating to the Project's construction. To determine the total output we determined what development costs were expected to be or had been spent in Miami. Total direct output during the development phase is $261 million. Total indirect output created by the direct respending in Miami is $230 million. Thus total Miami Output from the development of the Project is $491 million. The final component of output results from the direct operating expenditures of the Project, and the indirect benefits created as a result of the multiplier effect on direct output. The Developer provided us with an annual operating budget for the Project. An overall assumption was made that all expenditures would be spent initially in the City. 9 Discussion Of The Results By Economic Indicators Output (Contd.) The total operating expenditures incorporate._alLestimated expenses of the ongoing operation of the Project. The impact of the retail enterprises was measured separately as an economic indicator. To incorporate the potential responding and reinvesting in Miami, the multiplier effect was measured. By applying a multiplier of 1.8792 to the total direct output from operating expenditures and the retail enterprises, we determined total output (direct and indirect) from on -going operating expenditures and retail sales. Total direct output created from retail sales and operating expenditures is $33.4 million. Total indirect output created from retail sales and operating expenditures is $29.4 million. Total output created from ongoing operations and retail enterprises is approximately $62.8 million. Local Taxes A key and significant benefit generated from the development and operation of the Project is taxes. Several types of tax revenue will be generated from this project including ad valorem taxes. Specific ad valorem taxes include real and personal properly taxes. Other taxes include occupational taxes and community development taxes. New real property taxes will be assessed on the Project. The assessment is based on a predetermined mileage rate being applied to the taxable value of the real property. We computed real property taxes for the developmental phase based on the cost of the development of the Project. This assessment base is very conservative since tax on real property typically is assessed on appraised values and not actual cost. The basis for ongoing taxes is also overall cost. The mileage rate was obtained from the City Tax Collectors office relative to the Project's location. The projected annual real property taxes are approximately $10 million. Total ad valorem taxes assessed by Miami -Dade County are allocated based on mileage rates to certain governmental entities. Listed below is the allocation of projected tax revenue. City Operating City Miscellaneous School Operating County Operating Debt Service - City Debt Service -County South Florida Water Library Operating School Debt Service Florida Inland Navigation Environmental Projects TOTAL $ 3,250,694 180,694 3,081,925 2,064,615 440,172 199,487 215,749 162,986 306,458 13,913 36,139 9.952.832 10 Discussion Of The Results By Economic Indicators Local Taxes (Contd.) Although not quantified, the City, through its receipt of allocated state sales taxes will receive an additional benefit as a result of the development and operation of the Project, and from the retail enterprises. Public Sector Costs Impact fees Very significant factors in measuring the economic impact on a specific region of a project are impact and other required development fees. A summary of these fees are listed below: > City of Miami Developmental Impact Fee • City of Miami Developmental Admin Fee > Downtown Devi, Supplemental Fee • Miami -Dade County School Impact Fee • Building Permit Fee • Installation Energy Fee Other Fees For the purpose of this economic impact analysis, fees are included as a part of the direct development cost (output). Impact fees total approximately $3,604 million and other fees total approximately $3,581 million. These fees are shown in detail in Exhibit Il. • 11 Exhibit List Exhibit i Exhibit li • Summary of Economic impact Impact and Other Fees Exhibit - I OUTPUT WAGES EMPLOYMENT TAXES DIRECT DEVELOPMENTAL $227.951.371 $ 138,325,001 915 OPERATIONAL ._ 11.740,860 1,140,660 57 $ 9,952,832 1ET4,11, 21.719,500 7,015.399 413 TOTAL DIRECT 261,41 1 ,731 146,481,060 1.385 9,452.832 INDIRECT DEVELOPMENTAL 200,414,845 121,615,341 OPERA- ONAL 10,322,564 1.002,868 RETAIL 19,095,784 6,187,939 TOTAL INDIRECT 229,833,193 128,786,148 TOTAL BENEFITS $ 491,244,924 $ 275,287,208 1,385 3 9,952,832 TOTAL DEVELOPMENTAL $ 428,366216 $ 259,940,342 TOTAL OPERATIONAL 22,063,424 2,143.528 TOTAL RETAIL 40,815.284 13,183,338 915 57 $ 9,952,832 413 TOTAL BENEFITS $ 491444,924. $ 275,287,208 1,385 S 9,952,832 12 • Exhibit - II ONE MIAMI ECONOMIC BENEFITS STUDY IMPACT AND OTHER FEES IMPACT AND OTHER FEES: A. Development Square Footages: 1) Total gross building area 2) Maximum development area (FAR) 3) Residential F.A.R. 4) Retail F.A.R. 5) Lobby area 6) Gross parking area B. Impact Fees: 1) City of Miami Development Impact Fee (Ord - 10426) 2) Development Impact Administration Fee (Ord - 10426) 3) Downtown Development Supplemental Fee (Ord. - 10461) 4) Miami -Dade County School Impact Fee Total of all impact Fees C. Non -Impact Fees: 1) Miami Dade W.A.S.A. "connection fees" 2) Building Permit Fee 3) Installation Energy Fee 4) Major Use Special Permit Application Fee 5) Miami -Dade County Code Compliance 6) Radon Gas Fee 7) Fire Plan Review Fee 8) Ground Cover Fee 9) Land UseiZoning 10) Zoning Review for Building Permit Fee 11) Certificate of Occupancy Fee 12) Application Fee Total of all Non -Impact Fees Total of all Fees for Project Source: City of Miami Planning, Gilding and zoning Department, Miami Dade County Impact Fees EXHIBIT II Square Footage 3,622,575 2,647,720 1,891,635 217,195 13,040 1,354,540 Amount $ 1,582,384 47,472 684,668 1,289,888 $ 3,604,412 $ 2,172,910 800,452 400,226 30,000 114,304 20,011 38,021 2,012 2,589 60 250 35 $ 3,580,870 $ 7,185,282 13