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HomeMy WebLinkAboutBack-Up DocumentsReset Form CERTIFICATION OF TAXABLE VALUE Print Form DR-420 R. 5/12 Rule 12D-16.002 Florida Administrative Code Effective 11/12 Year: 2024 County: Miami -Dade Principal Authority : Miami Downtown Development Authority Taxing Authority : Miami Downtown Development Authroity - Operating SECTION I : COMPLETED BY PROPERTY APPRAISER 1. Current year taxable value of real property for operating purposes $ 28,661,633,269 (1) 2. Current year taxable value of personal property for operating purposes $ 1,346,241,942 (2) 3. Current year taxable value of centrally assessed property for operating purposes $ 59,649,753 (3) 4. Current year gross taxable value for operating purposes (Line 1 plus Line 2 plus Line 3) $ 30,067,524,964 (4) 5. Current year net new taxable value (Add new construction, additions, rehabilitative improvements increasing assessed value by at least 100%, annexations, and tangible personal property value over 115% of the previous year's value. Subtract deletions.) $ 205,118,359 (5) 6. Current year adjusted taxable value (Line 4 minus Line 5) $ 29,862,406,605 (6) 7. Prior year FINAL gross taxable value from prior year applicable Form DR-403 series $ 27,233,041,179 (7) 8 Does the taxing authority include tax increment financing areas? If yes, enter number of worksheets (DR-420TIF) attached. If none, enter 0 ❑ YES Number 0 (8) NO 9. Does the taxing authority levy a voted debt service millage or a millage voted for 2 years or less under s. 9(b), Article VII, State Constitution? If yes, enter the number of DR-420DEBT, Certification of Voted Debt Millage forms attached. If none, enter 0 YES Number 0 (9) ✓ NO SIGN HERE Property Appraiser Certification 1 certify the taxable values above are correct to the best of my knowledge. Signature of Property Appraiser: Electronically Certified by Property Appraiser Date : 7/1/2024 2:19:07 PM SECTION II : COMPLETED BY TAXING AUTHORITY If this portion of the form is not completed in FULL your taxing authority will be denied TRIM certification and possibly lose its millage levy privilege for the tax year. If any line is not applicable, enter -0-. 10. Prior year operating millage levy (If prior year millage was adjusted then use adjusted millage from Form DR-422) 0.4673 per $1,000 (10) 11. Prior year ad valorem proceeds (Line 7 multiplied by Line 10, divided by 1,000) $ 12,726,000 (11) 12 Amount, if any, paid or applied in prior year as a consequence of an obligation measured by a dedicated increment value (Sum of either Lines 6c or Line 7a for all DR-420T1F forms) $ 0 (12) 13. Adjusted prior year ad valorem proceeds (Line 11 minus Line 12) $ 12,726,000 (13) 14. Dedicated 1 ncrement value, if any (Sum of either Line 6b or Line 7e for all DR-420T1F forms) $ 0 (14) 15. Adjusted current year taxable value (Line 6 minus Line 14) $ 29,862,406,605 (15) 16. Current year rolled -back rate (Line 13 divided by Line 15, multiplied by 1,000) 0.4262 per $1000 (16) 17. Current year proposed operating millage rate 0.4505 per $1000 (17) 18.Total taxes to be levied at proposed millage rate (Line 17 multiplied by Line 4, divided by 1,000) 13,545,420 $ (18) Continued on page 2 DR-420 R. 5/12 Page 2 19 TYPE of principal authority (check one) County ❑ Municipality ,/ ❑ Independent Special District Water Management District (19) 20 Applicable taxing authority (check one) / ❑ Principal Authority ❑ Dependent Special District MSTU ❑ Water Management District Basin (20) 21. Is millage levied in more than one county? (check one) / Yes ❑ No (21) DEPENDENT SPECIAL DISTRICTS AND MSTUs STOP STOP HERE - SIGN AND SUBMIT 22.Enter the total adjusted prior year ad valorem proceeds of the principal authority, all dependent special districts, and MSTUs levying a millage. (The sum of Line 13 from all DR-420 forms) $ 12,726,000 (22) 23. Current year aggregate rolled -back rate (Line 22 divided by Line 15, multiplied by 1,000) 0.4262 per $1,000 (23) 24. Current year aggregate rolled -back taxes (Line 4 multiplied by Line 23, divided by 1,000) $ 12,814,779 (24) 25. Enter total of all operating ad valorem taxes proposed to be levied by the principal taxing authority, all dependent districts, and MSTUs, if any. (The sum of Line 18 from all DR-420 forms) $ 13,545,420 (25) 26.Current year proposed aggregate millage rate (Line 25 divided by Line 4, multiplied by 1,000) 0.4505 per $1,000 (26) 27 Current year proposed rate as a percent change of rolled -back rate (Line 26 divided by Line 23, minus 1, multiplied by 100) 5.7000 % (27) First public budget hearing Date : 9/7/2024 Time : 10:00 AM EST Place : City Commission Chambers at City Hall, 3500 Pan American Drive Miami, Florida 33133 1 G N H E R E Taxing Authority Certification I certify the millages and rates are correct to the best of my knowledge. The millages comply with the provisions of s. 200.065 and the provisions of either s. 200.071 or s. 200.081, F.S. Signature of Chief Administrative Officer : Date : Title : Contact Name and Contact Title : Mailing Address : Physical Address : City, State, Zip : Phone Number : Fax Number : Instructions on page 3 CERTIFICATION OF TAXABLE VALUE INSTRUCTIONS DR-420 R. 5/12 Page 3 "Principal Authority" is a county, municipality, or independent special district (including water management districts). "Taxing Authority" is the entity levying the millage. This includes the principal authority, any special district dependent to the principal authority, any county municipal service taxing unit (MSTU), and water management district basins. Each taxing authority must submit to their property appraiser a DR-420 and the following forms, as applicable: • DR-420TIF, Tax Increment Adjustment Worksheet • DR-420DEBT, Certification of Voted Debt Millage • DR-420MM-P, Maximum Millage Levy Calculation - Preliminary Disclosure Section I: Property Appraiser Section II: Taxing Authority Use this DR-420 form for all taxing authorities except school Complete Section II. Keep one copy, return the original and districts. Complete Section I, Lines 1 through 9, for each county, one copy to your property appraiser with the applicable municipality, independent special district, dependent special DR-420TIF, DR-420DEBT, and DR-420MM-P within 35 days district, MSTU, and multicounty taxing authority. Enter only of certification. Send one copy to the tax collector. "Dependent taxable values that apply to the taxing authority indicated. Use a special district" (ss. 200.001(8)(d) and 189.403(2), F.S.) separate form for the principal authority and each dependent means a special district that meets at least one of the district, MSTU and water management district basin. following criteria: Line 8 • The membership of its governing body is identical to that of the governing body of a single county or a single municipality. Complete a DR-420TIF for each taxing authority making payments to a redevelopment trust fund under Section 163.387 (2)(a), Florida Statutes or by an ordinance, resolution or • All members of its governing body are appointed by the agreement to fund a project or to finance essential infrastructure. governing body of a single county or a single municipality. Check "Yes" if the taxing authority makes payments to a redevelopment trust fund. Enter the number of DR-420TIF forms attached for the taxing authority on Line 8. Enter 0 if none. Line 9 Complete a DR-420DEBT for each taxing authority levying either a voted debt service millage (s.12, Article VII, State Constitution) or a levy voted for two years or less (s. 9(b), Article VII, State Constitution). Check "Yes" if the taxing authority levies either a voted debt service millage or a levy voted for 2 years or less (s. 9(b), Article VII, State Constitution). These levies do not include levies approved by a voter referendum not required by the State Constitution. Complete and attach DR-420DEBT. Do not complete a separate DR-420 for these levies. Send a copy to each taxing authority and keep a copy. When the taxing authority returns the DR-420 and the accompanying forms immediately send the original to: Florida Department of Revenue Property Tax Oversight - TRIM Section P. O. Box 3000 Tallahassee, Florida 32315-3000 • During their unexpired terms, members of the special district's governing body are subject to removal at will by the governing body of a single county or a single municipality. • The district has a budget that requires approval through an affirmative vote or can be vetoed by the governing body of a single county or a single municipality. "Independent special district" (ss. 200.001(8)(e) and 189.403 (3), F.S.) means a special district that is not a dependent special district as defined above. A district that includes more than one county is an independent special district unless the district lies wholly within the boundaries of a single municipality. "Non -voted millage" is any millage not defined as a "voted millage" in s. 200.001(8)(f), F.S. Lines 12 and 14 Adjust the calculation of the rolled -back rate for tax increment values and payment amounts. See the instructions for DR-420TIF. On Lines 12 and 14, carry forward values from the DR-420TIF forms. Line 24 Include only those levies derived from millage rates. All TRIM forms for taxing authorities are available on our website at http://dor.myflorida.com/dor/property/trim FLORIDA Reset Form MAXIMUM MILLAGE LEVY CALCULATION PRELIMINARY DISCLOSURE For municipal governments, counties, and special districts Print Form DR-420MM-P R. 5/12 Rule 12D-16.002 Florida Administrative Code Effective 11/12 Year: 2024 County: Miami -Dade Principal Authority : Miami Downtown Development Authority Taxing Authority: Miami Downtown Development Authroity - Operating 1 Is your taxing authority a municipality or independent special district that has levied ad valorem taxes for less than 5 years? (1) Yes I No IF YES, GTO P ; STOP HERE. SIGN AND SUBMIT. You are not subject to a millage limitation. 2. Current year rolled -back rate from Current Year Form DR-420, Line 16 0.4262 per $1,000 (2) 3. Prior year maximum millage rate with a majority vote from 2023 Form DR-420MM, Line 13 0.4659 per $1,000 (3) 4. Prior year operating millage rate from Current Year Form DR-420, Line 10 0.4673 per $1,000 (4) If Line 4 is equal to or greater than Line 3, skip to Line 11. If less, continue to Line 5. Adjust rolled -back rate based on prior year majority -vote maximum millage rate 5. Prior year final gross taxable value from Current Year Form DR-420, Line 7 $ 27,233,041,179 (5) 6 Prior year maximum ad valorem proceeds with majority vote (Line 3 multiplied by Line 5 divided by 1,000) $ (6) 7 Amount, if any, paid or applied in prior year as a consequence of an obligation measured by a dedicated increment value from Current Year Form DR-420 Line 12 $ 0 (7) 8. Adjusted prior year ad valorem proceeds with majority vote (Line 6 minus Line 7) $ (8) 9. Adjusted current year taxable value from Current Year form DR-420 Line 15 $ 29,862,406,605 (9) 10. Adjusted current year rolled -back rate (Line 8 divided byline 9, multiplied by 1,000) per $1,000 (10) Calculate maximum millage levy 11. Rolled -back rate to be used for maximum millage levy calculation (Enter Line 10 if adjusted or else enter Line 2) 0.4262 per $1,000 (11) 12. Adjustment for change in per capita Florida personal income (See Line 12 Instructions) 1.0569 (12) 13. Majority vote maximum millage rate allowed (Line 11 multiplied by Line 12) 0.4505 per $1,000 (13) 14. Two-thirds vote maximum millage rate allowed (Multiply Line 13 by 1.10) 0.4956 per $1,000 (14) 15. Current year proposed millage rate 0.4505 per $1,000 (15) 16. Minimum vote required to levy proposed millage: (Check one) (16) a. Majority vote of the governing body: Check here if Line 15 is less than or equal to Line 13. The maximum millage rate is equal to the majority vote maximum rate. Enter Line 13 on Line 17. ✓ ❑ b. Two-thirds vote of governing body: Check here if Line 15 is less than or equal to Line 14, but greater than Line 13. The maximum millage rate is equal to proposed rate. Enter Line 15 on Line 17. ❑ c. Unanimous vote of the governing body, or 3/4 vote if nine members or more: Check here if Line 15 is greater than Line 14. The maximum millage rate is equal to the proposed rate. Enter Line 15 on Line 17. d. Referendum: The maximum millage rate is equal to the proposed rate. Enter Line 15 on Line 17. 17.The selection on Line 16 allows a maximum millage rate of (Enter rate indicated by choice on Line 16) 0.4505 per $1,000 (17) 18. Current year gross taxable value from Current Year Form DR-420, Line 4 $ 30,067,524,964 (18) Continued on page 2 Taxing Authority : DR 420MM P R. 5/12 Page 2 19. Current year proposed taxes (Line 15 multiplied by Line 18, divided by 1,000) $ 13,545,420 (19) 20.Total taxes levied at the maximum millage rate (Line 17multiplied by Line 18, divided by 1,000) $ 13,545,420 (20) DEPENDENT SPECIAL DISTRICTS AND MSTUs STOP STOP HERE. SIGN AND SUBMIT. 21. Enter the current year proposed taxes of all dependent special districts & MSTUs levying a millage. (The sum of all Lines 19 from each district's Form DR-420MM-P) $ 0 (21) 22. Total current year proposed taxes (Line 19 plus Line 21) $ 13,545,420 (22) Total Maximum Taxes 23. Enter the taxes at the maximum millage of all dependent special districts & MSTUs levying a millage (The sum of all Lines 20 from each district's Form DR-420MM-P) $ 0 (23) 24. Total taxes at maximum millage rate (Line 20 plus Line 23) $ 13,545,420 (24) Total Maximum Versus Total Taxes Levied 25 Are total current year proposed taxes on Line 22 equal to or less than total taxes at the maximum millage rate on Line 24? (Check one) YES NO (25) S 1 G N H E R E Taxing Authority Certification I certify the millages and rates are correct to the best of my knowledge. The millages comply with the provisions of s. 200.065 and the provisions of either s. 200.071 or s. 200.081, F.S. Signature of Chief Administrative Officer : Date : Title : Contact Name and Contact Title : Mailing Address : Physical Address : City, State, Zip : Phone Number : Fax Number : Complete and submit this form DR-420MM-P, Maximum Millage Levy Calculation -Preliminary Disclosure, to your property appraiser with the form DR-420, Certification of Taxable Value. Instructions on page 3 MAXIMUM MILLAGE LEVY CALCULATION PRELIMINARY DISCLOSURE INSTRUCTIONS General Instructions Each of the following taxing authorities must complete a DR-420MM-P. • County • Municipality • Special district dependent to a county or municipality • County MSTU • Independent special district, including water management districts • Water management district basin Voting requirements for millages adopted by a two-thirds or a unanimous vote are based on the full membership of the governing body, not on the number of members present at the time of the vote. This form calculates the maximum tax levy for 2024 allowed under s. 200.065(5), F.S. Counties and municipalities, including dependent special districts and MSTUs, which adopt a tax levy at the final hearing higher than allowed under s. 200.065, F.S., may be subject to the loss of their half -cent sales tax distribution. DR-420MM-P shows the preliminary maximum millages and taxes levied based on your proposed adoption vote. Each taxing authority must complete, sign, and submit this form to their property appraiser with their completed DR-420, Certification of Taxable Value. The vote at the final hearing and the resulting maximum may change. After the final hearing, each taxing authority will file a final Form DR-420MM, Maximum Millage Levy Calculation Final Disclosure, with Form DR-487, Certification of Compliance, with the Department of Revenue. Specific tax year references in this form are updated each year by the Department. Line Instructions DR-420MM-P R. 5/12 Page 3 Lines 5-10 Only taxing authorities that levied a 2024 millage rate less than their maximum majority vote rate must complete these lines. The adjusted rolled -back rate on Line 10 is the rate that would have been levied if the maximum vote rate for 2024 had been adopted. If these lines are completed, enter the adjusted rate on Line 11. Line 12 This line is entered by the Department of Revenue. The same adjustment factor is used statewide by all taxing authorities. It is based on the change in per capita Florida personal income (s. 200.001(8)(i), F.S.), which Florida Law requires the Office of Economic and Demographic Research to report each year. Lines 13 and 14 Millage rates are the maximum that could be levied with a majority or two-thirds vote of the full membership of the governing body. With a unanimous vote of the full membership (three -fourths vote of the full membership if the governing body has nine or more members) or a referendum, the maximum millage rate that can be levied is the taxing authority's statutory or constitutional cap. Line 16 Check the box for the minimum vote necessary at the final hearing to levy your adopted millage rate. Line 17 Enter the millage rate indicated by the box checked in Line 16. If the proposed millage rate is equal to or less than the majority vote maximum millage rate, enter the majority vote maximum. If a two-thirds vote, a unanimous vote, or a referendum is required, enter the proposed millage rate. For a millage requiring more than a majority vote, the proposed millage rate must be entered on Line 17, rather than the maximum rate, so that the comparisons on Lines 21 through 25 are accurate. All TRIM forms for taxing authorities are available on our website at http://floridarevenue.com/property/Pages/Forms.aspx RESOLUTION NO. 014/2024 A RESOLUTION OF THE BOARD OF DIRECTORS OF THE DOWNTOWN DEVELOPMENT AUTHORITY OF THE CITY OF MIAMI, FLORIDA AUTHORIZING THE EXECUTIVE DIRECTOR TO ESTABLISH A PROPOSED MILLAGE RATE FOR THE DOWNTOWN DEVELOPMENT DISTRICT OF THE CITY OF MIAMI, FLORIDA FOR THE FISCAL YEAR BEGINNING OCTOBER 1, 2024 AND ENDING SEPTEMBER 30, 2025 AT 0.4505MILLS. WHEREAS, Section 200.065(2)(a)1, Florida Statutes (2017) ("Statute"), requires each taxing authority to establish a proposed millage rate; and WHEREAS, the Statute stipulates that the proposed millage rate be submitted to the Miami -Dade County Property Appraiser and the Tax Collector; and WHEREAS, the proposed millage rate reflects the levy necessary to realize property tax revenues anticipated in the Fiscal Year 2024-2025 Budget for the Downtown Development Authority of the City of Miami ("Miami DDA"); and WHEREAS, the Statute requires that the proposed tax rate be included on tax notices; and WHEREAS, the proposed millage rate submitted to the Property Appraiser is not binding but necessary for the purpose of preparation of tax notices; NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF DIRECTORS OF THE DOWNTOWN DEVELOPMENT AUTHORITY OF THE CITY OF MIAMI, FLORIDA: Section 1. The recitals are true and correct and are adopted by reference and incorporated as if fully set forth in this Section. Section 2. The Miami DDA Board of Directors hereby authorizes the CEO/Executive Director to establish a proposed millage rate for the Downtown Development District of the City of Miami, Florida ("District") for the Fiscal Year beginning October 1, 2024 and ending September 30, 2025 at 0.4505 mills. Section 3. The CEO/Executive Director of the Miami DDA is instructed to submit said proposed millage rate for the Downtown Development District of the City of Miami, Florida to the Miami - Dade County Property Appraiser and Tax Collector. Section 4. This Resolution shall become effective immediately upon its adoption. PASSED AND ADOPTED this 12th day of July, 2024. ATTEST: Elvira Manon Executive Secretary to the Board of Directors Manolo Reyes istina Crespi, CEO/Executive Director 2 RESOLUTION NO. 015/2024 A RESOLUTION OF THE BOARD OF DIRECTORS OF THE DOWNTOWN DEVELOPMENT AUTHORITY OF THE CITY OF MIAMI, FLORIDA ("MIAMI DDA") APPROVING THE PRELIMINARY ANNUAL BUDGET OF THE MIAMI DDA FOR THE FISCAL YEAR BEGINNING OCTOBER 1, 2024 AND ENDING SEPTEMBER 30, 2025; REQUESTING THAT THE MIAMI CITY COMMISSION ESTABLISH THE MILLAGE TO SUPPORT THE FINANCIAL REQUIREMENTS OF THE BUDGET; AUTHORIZING THE CEO/EXECUTIVE DIRECTOR OF THE MIAMI DDA TO EXPEND FUNDS FOR THE BUDGET; DIRECTING THE CEO/EXECUTIVE DIRECTOR TO FILE A DETAILED STATEMENT OF THE PROPOSED EXPENDITURES AND ESTIMATED REVENUES FOR THE FISCAL YEAR BEGINNING OCTOBER 1, 2024 AND ENDING SEPTEMBER 30, 2025 WITH THE CITY CLERK OF THE CITY OF MIAMI ("CLERK") AFTER ADOPTION AND ESTABLISHMENT OF THE MILLAGE BY THE MIAMI CITY COMMISSION; AND FURTHER PROVIDING THAT A COPY OF THIS RESOLUTION BE FILED WITH THE CLERK. WHEREAS, the Downtown Development Authority of the City of Miami, Florida ("Miami DDA") has prepared a preliminary budget for the Fiscal Year beginning October 1, 2024 and ending September 30, 2025 ("Fiscal Year"); and WHEREAS, the Board of Directors of the Miami DDA has reviewed said budget on the Estimated Tax Roll provided by Miami -Dade County; and WHEREAS, the Board of Directors of the Miami DDA finds that the proposed budget is necessary in order to further the objectives of the Miami DDA, as authorized by the Code of the City of Miami, Florida, as amended; NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF DIRECTORS OF THE MIAMI DOWNTOWN DEVELOPMENT AUTHORITY OF THE CITY OF MIAMI, FLORIDA: Section 1. The recitals are true and correct and are adopted by reference and incorporated as if fully set forth in this Section. Section 2. The preliminary budget of the Miami DDA, as submitted by the CEO/Executive Director is made part of this Resolution and is hereby approved and shall be known as the "Annual Budget of the Miami Downtown Development Authority: Fiscal Year October 1, 2024 through September 30, 2025". Section 3. The following appropriations for the Fiscal Year beginning October 1, 2024 and ending September 30, 2025 are hereby made for the purpose of financing the operations and other legal and proper purposes of the Miami DDA: GENERAL FUND Revenue Sources Ad Valorem Tax Levy 0.4505 Miliege per$1000 $ 13,550,000 Reimbursements 3,019,490 Total Revenues 16,569,490 Reserve and Carryover 5,169,210 Total Revenues and Balances 21,738,700 Operating Expenditures General Expenses 3,854,710 Leadership, Advocacy and Operations 2,116,000 Quality of Life & Enhanced Services 7,355,490 Arts, Culture & Entertainment 1,225,000 Urbanism 2,800,000 Business Development 3,710,000 Total Operating Expenditures 21,061,200 Fund Balances and Reserves 677.500 Total Expenditures, Reserves, and Balances 21,738,700 Section 4. The CEO/Executive Director is directed to submit a copy of this preliminary budget as well as this Resolution to the Miami City Commission and to request the Miami City Commission to adopt said preliminary budget and establish the millage, authorized by law, to support the financial requirements of this budget. Section 5. The CEO/Executive Director is authorized to expend funds, including new salary rates, as provided in said budget, after adoption and establishment of the millage by the Miami City Commission, beginning October 1, 2024. Section 6. The CEO/Executive Director is directed to prepare and file with the City Clerk of the City of Miami, Florida ("Clerk") a detailed statement of the proposed expenditures and estimated revenues for the Fiscal Year 2024-2025, which shall be entitled "Annual Budget of the Miami Downtown Development Authority: Fiscal Year October 1, 2024 through September 30, 2025". Section 7. A copy of this Resolution and the attachment(s) shall be filed with the Clerk after adoption of the millage by the Miami City Commission. Section 8. This Resolution shall become effective immediately upon its adoption. PASSED AND ADOPTED this 12th day of July, 2024. ATTEST: Commissioner anolo Reyes, Chairman Chris pi, CEO/Executive Director Executive Secretary to the Board of the Directors 2