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HomeMy WebLinkAboutArticle III. Tab 5 Economic Impact StudyCENTR. Economic impact Analysis Submitted to City of Miami Prepared For: 1450 SOUTH MIAMI LLG Prepared by: SHARPTON, BRUNSON & COMPANY, P.A. One Southeast Third Avenue Suite 2100 Miami, Florida 33131 (305) 374-1674 SHARPTON, BRUNSON & COMPANY, P A, Cenified Public Accountants & Business Consultants TABLE OF CONTENTS The Project Overview Executive Summary Introduction Summary of Benefits PAGE(S) 2 3 Objectives And Definitions Objectives 5 Definition of Economic and Tax Impact 5 Direct and Indirect Effects 5 Measures of Economic Impact 6 Description of Results 7 Discussion Of The Results By Economic Indicators Impact Indicators 8 Results of Indicators 8 Impact of Construction 8 Impact of Ongoing Operations 9 Impact on Local Tax Revenues 9 Analysis by Economic Indicators 9 Employment 9 Wages 10 Output 10 Local Taxes 11 Public Sector Cost 12 Impact Fees 12 Exhibits Exhibit I: Summary of Economic Impact 13 Exhibit II: Impact and Other Fees 14 oject V Columbus Centre will be located at 1492 South Miami Avenue in the City of Miami, Florida (the Project). Envisioned as a mixed -use project, the proposed development consists of approximately 211,449 square feet of office uses. Furthermore, we plan on having 6,512 square feet of pedestrian enhancing ground floor retail and restaurant uses, and 219 residential units oriented towards the South end of the site. The residential units will have views to the South while the office space will have views of downtown Miami and Brickell Avenue. The residential units will line the entire height of the parking garage, thereby shielding view of the garage from 15th Road and Simpson Park. Along the residential units there will be a hotel component with approximately 234 rooms. The parking garage is further shielded from view of South Miami Avenue by retail and office liners. The development's approximately 596 parking spaces will be split into 2 components: there will be a two level basement garage accessible from 15th Road and a multilevel parking garage accessible from SW 14th Terrace. The net lot is 39,306 sq. ft. Targeted for completion in 2011, Columbus Centre will set a new standard of excellence in South Florida residential living, office space, and hotel accommodations, Centrally located, Columbus Centre will be minutes from the Metromover and Mary Brickell Village. Interstate 95 is less than half a mile to the west, while South Beach, Coconut Grove, and Coral Gables are a short drive away. The property's proximity to 1-95 and neighboring communities creates a uniquely convenient and desirable address. tro ucti This document represents an in-depth economic and tax benefits analysis of the development and operation of a first class condominium/hotel building with office space and retail facilities. The Project currently contemplated is comprised of the following components: LI 219 units of high -quality residential. LJ 234 hotel rooms. LI 211,449 square feet of office space. Li 6,512 square feet of retail. LI 596 parking spaces. This analysis encompasses the entire Project and estimates the economic and tax benefits for both its developmental and operational phases. - 2 - efits The Project will bring significant economic benefits to the city of Miami (the City). This section summarizes the impact of the project on employ- ment, public sector revenues and other economic benefits as a result of the development. Employment Employment considerations include the direct employment resulting from the Project. Average developmental construction phase employment will be for approximately 416 employees and the Project management is expected to employ 125 people for on -going maintenance and operations of the facilities. Wages 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. Total direct and indirect impacts expected from wages associated with the new development approximate the following: One Time $114,969,456 Annual $ 9,396,000 Tax Revenue The estimate of the public sector revenues associated with the development includes taxes and other revenues generated directly by the Project. Although public sector costs are important elements in measuring fiscal impact, these benefits have not been quantified in this document. This analysis only measures the benefits derived from the develop- ment. Annual tax revenue expected to be created totals $6,623,4501 Output The estimate of total economic impact is measured by total output. This analysis measures the economic impact of developmental costs and ongoing, operational expenditures. To determine the effect of respending within the City, we utilized a multiplier to compute total direct and indirect benefits. Total output expected to be generated, as a result of the develop- mental and operational phases of the Project will approximate the following: One Time $ 374,590,060 Annual $ 20,671,200 _3- e. Significant Community Benefits: ➢ Jobs ➢ Wages ➢ Taxes ➢ Economic Activity Residents' Office Workers' and Retail / Restaurant Employees® Spending Impacting Local Businesses: ➢ Food ➢ Recreation/Entertainment ➢ Transportation ➢ Retail The following table and charts summarize the economic impact of the Columbus Centre project. CONSTRUCTION ANNUAL PERIOD IMPACT RECURRING Economic Activity Stimulated Output $ 374,590,060 $ 20,671,200 Wages 114,969,456 9,396,000 Taxes 6,623,450 $ 489,559,516 $ 36,690,650 Jobs Created 416 125 4® bjectiv 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 desig- nated area. The model is specifically tailored to the City of Miami (the City). Definition of Economic and Tax Impact The construction and subsequent oper- ation 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 multi- plier effect of respending and reinvesting, indirect economic benefits are added to the direct benefits brought about by initial construction expenditures, the expendi- tures 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 govern- mental 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 focal 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 insignifi- cant sum is left. s- bjective efi 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 expendi- tures. 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 reve- nues 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 expendi- tures (exclusive of wages and taxes), ectives Description of Results For the purpose of describing the total economic benefits of the Project, the related expenditures and econ- omic 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 oper- ation of the Project, and the sales and expenditures of the retail enter- prises leasing space at the Project. MeR ss e es con° is In.corn impact Indicators We measured the Project's impact on four commonly used indicators of economic activity. Those indicators are: ➢ Jobs ➢ Wages ➢ Total output ➢ Local taxes Results of Indicators Exhibit 1 details the Project's direct and indirect impact on the above economic indicators for Miami. A summary of such impact follows: DEVELOPMENT OUTPUT One Time: Direct Indirect Annual: Operational: Direct Indirect 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 $255 million. Such activity will create approximately 416 new full time equivalent jobs and employ a maximum of 516 workers during peak periods. The workers will earn approximately $61 a2 million in direct wages. WAGES TAXES EMPLOYMENT $ 199,334,855 $ 61,180,000 175,255,205 53,789,456 $ 374,590,060 $ 114,969,456 416 416 $ 11,000,000 $ 5,000,000 $ 6,623,450 125 9,671,200 4,396,000 $ 20,671,200 9,396,000 $ 6,623,450 125 ®gP Y Is ussi con° e es Indicato Impact of Ongoing Operations As a result of the on -going operation and maintenance of the Project, Miami will gain approximately 125 new, permanent full-time equivalent jobs. The wages of the workers who obtain these positions will provide an impact of approximately $9.4 million annually. The total expenditures for the Project's operations, will provide a new, permanent impact of $20.7 million annually to the City's econ- omy. This impact consists of the effects of 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 bene- fits. 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 $6.6 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 econ- omic benefits to the City by identi- fying such benefits for each of the phases. The effects on economic indicators used to measure benefits (employ- ment, 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 develop- mental, operational and maintenance expenditures generate indirect econ- omic benefits. A portion of this employment occurs on -site as a result of new spending at the retail enter- prises, 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 416 employees over a thirty- six month period and the total on -going employment will average 125. The total on -going positions can be summarized as follows: • Management • Security • Parking • Maintenance/Facilities • Retail -g® Iscussi e es con° I d cators 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. 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 follow- ing 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 prep- aration 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 $199.3 million. Total indirect output created by the direct respending in Miami is $175.2 million, Thus total Miami output from the development of the Project is $374.5 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. -10 Y c no I dicato Output (Contd.) The total operating expenditures incorporate all estimated expenses of the ongoing operation of the Project. The impact of the retail enterprises was measured separately as an econ- omic indicator. To incorporate the potential respen- ding 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. 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 property taxes. Other taxes include occupational taxes and community development taxes. New real property taxes will be as- sessed on the Project. The assess- ment 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 conserv- ative 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 $6.6 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 Children's Trust TOTAL $ 2,167,501 127,507 2,026,603 1,488,012 195,086 72,679 152,244 123,937 125,212 9,818 25,501 109,350 $ 6,623,450 -11- es y Ec.; o is dicato 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 develop- ment fees. A summary of these fees are listed below: ➢ City of Miami Developmental Impact Fee ➢ City of Miami Developmental Admin Fee ➢ Downtown Development 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 $2.1 million and other fees total approximately $1,0 million. These fees are shown in detail in Exhibit II. -12- x ibi ist Exhibit 1 Exhibit 11 Summary of Economic Impact Impact and Other Fees SUMMARY OF ECONOIVIIC IMPACT OUTPUT WAGES EMPLOYMENT TAXES DIRECT DEVELOPMENTAL $ 199,334,855 8 61:180.000 416 OPERATIONAL 11,000,000 5,000,000 125 $ 6,623,450 TOTAL DIRECT 210,334,855 66,180,000 541 6,623;460 INDIRECT DEVELOPMENTAL 175.255.205 53,789,456 OPERATIONAL 9,671,200 4,396,000 TOTAL INDIRECT TOTAL BENEFITS TOTAL DEVELOPMENTAL TOTAL OPERATIONAL TOTAL BENEFITS 184,926,405 58,185,456 395,261,260 $ 124,365,456 541 $ 6,623,450 $ 374,590,060 20,671,200 $ 114,969,456 9,396,000 416 125 $ 6,623,450 $ 395,261,260 $ 124,365,456 541 $ 6,623,450 m13 ibit IMPACT AND OTHER FEES: A. Development Square Footages: Square Footage 1) Total gross building area (with parking) 2) Maximum development area (FAR) 3) Gross parking area B. Impact Fees: 975,991 711,192 244,714 Amount 1) City of Miami Developmental impact Fee $ 1,194,060 2) Developmental Impact Administration Fee 35,822 3) Downtown Development Supplemental Fee 298,898 4) Miami -Dade County School Impact Fee 605,092 Total of ail Impact Fees $ 2,133,872 C. Non -Impact Fees: 1) Miami Dade W.A.S.A. ''connection fees" $ 646,126 2) Building Permit Fee 151,571 3) Installation Energy Fee 97,599 4) Major Use Special Permit Application Fee 30,000 5) Miami -Dade County Code Compliance 91,410 6) Radon Gas Fee 3,789 7) Fire Plan Review Fee 7,200 8) Ground Cover Fee 275 9) Land Use/Zoning 393 10) Zoning Review for Building Permit Fee 60 11) Certificate of Occupancy Fee 250 12) Application Fee 35 Total of all Non -Impact Fees $ 1,028,708 Total of all Fees for Project Source: City of Miami Planning, Building and Zoning Department. Miarni Dade County Impact Fees $ 3,162,580 - 14 - • • • Miami EcoriorTiic Associates, Inc. October 3, 2006 Mr. Frank Paredes Fullerton Diaz Architects Coral Gables, Florida Re: MUSP impact Analysis — One Dear Mr. Hassan: Miami Economic Associates, Inc. (MEAI) has performed analysis to estimate the benefits that a mixed -use project, to be know as One, will provide to the City of Miami. The proposed project will be located on S.W. 32nd Avenue between S.W. 23`1 Street and S.W. 23rd Terrace. This letter, which is organized as shown below, provides the findings of our analysis and their bases. Section Page Project Description '1 Summary of Findings 2 Fiscal Benefits 2 Economic Benefits 3 Bases of Estimates 4 Closing 8 The analysis presented below is based on preliminary estimates of pricing and construction costs. These estimates are subject to change based on market conditions and cost parameters at the time development actually occurs and the changes may be significant. Project Description The proposed One mixed -use project will be comprised of the following: • Ground floor retail space totaling 5,596 F.A.R. square feet • Condominium office suite totaling 118,288 F.A.R. square feet • A roof -top ballroom comprised of 23,438 F.A.R. square including 9,434 square feet that will accommodate up to 629 patrons, 2,366 square feet of kitchen space, 7,491 6861 S.IOC 89tb Terrace Miami, Florida 33156 Tel: (3051669.0229 Fax: i305} 669.8534 Email: meaink&beilsouth,net Mr. Frank Paredes Fullerton Diaz Architects October 3, 2006 Page 2 square feet of restroom and pre -function space and a ballroom mezzanine of 4,147 square feet. • 4 townhouse villas totaling 13,208 F.A.R. square feet • 496 parking spaces Development of One, which will occur on a site with a gross lot area totaling 89,354 square feet, in the manner indicated above will require use of the City's PUD and Affordable Housing bonus provisions. A fee of $12.40 per square foot will need to be paid for the 12,434.58 square feet to be developed utilizing the Affordable Housing bonus. Ail of the office and retail space within the project as well as the ballroom space and 4 residential units will be offered to the market on a for -sale basis at an average price of $400 per square foot, Gross sales proceeds will total $52.9 million. Construction of One is expected to approximate $32.0 million in hard costs. An additional $8.0 million will be expended for soft costs inclusive architectural and engineering fees, marketing, sales commissions, project overhead, etc. Accordingly, the project will cost $40.0 million to develop exclusive of land cost, financing expenses and developer fees. Summary of Findings Development of One will be highly beneficial to the City of Miami in terms of the fiscal and economic benefits provided, as summarized below: Fiscal Benefits • Fiscal Benefits refers to the positive impacts that One will have on the finances of the City of Miami. The benefits that it will provide to the City will be both non -recurring and recurring in nature, as enumerated below. The estimates shown below, which are based on the current mlllage and fee rates, are 2006 Constant Dollars. It should also be noted that the amount of City and County impact fees actually paid may be lower than the amounts estimated below because of credits granted for existing development on the project site. o Non -recurring Benefits • $ 81,017 in City building permit fees • $ 10,000 in City solid waste surcharge fees • $ 38,608 in City police impact fees • $ 40,650 in City fire -rescue impact fees • $ 14,388 in City general services impact fees • $ 23,992 in City park impact fees • S154,189 in Affordable Housing Bonus Fees Miami Economic Associates, Inc. 6861 S.W. 89th Terrace Miami, Florida 33156 Tel: (305) 669-0229 Fax: (305) 669-8534 Email: meaink@bellsouth.net Mr. Frank Paredes Fullerton Dial Architects October 3, 2006 Page 3 O Recurring Benefits $ 358,679 annually in City General Fund ad valorem taxes • $ 32,283 annually in City Debt Service ad valorem taxes o Non -Quantifiable Trade -related fees for roofing, electrical, plumbing, mechanical, pool and elevator work performed during construction (non -recurring) • Increased City utility taxes and franchise fees (recurring) • Increased occupational license fees (recurring) • Increased parking surcharge fees (recurring) • Increased revenue sharing funds (recurring) o Other • While the focus of MEAI's fiscal analysis was on the City of Miami, One will, as shown below, provide significant fiscal benefits to other non - municipal governmental jurisdictions that impact the lives of City residents: o $ 232,201 in County road impact fees (non -recurring) o $ 14,570 in School impact fees (non -recurring) o $ 246,237 in County General Fund ad valorem taxes (recurring) o $ 12,027 in County Debt Service ad valorem taxes(recurring) o $ 18,095 in Children's Trust ad valorem taxes (recurring) o $ 20,509 in County Library ad valorem taxes (recurring) o $ 335,363 in School Operating ad valorem taxes (recurring) a $ 20,720 in School Debt Service ad valorem taxes (recurring) o Increased County occupational license fees (recurring) o Increased revenue sharing funds Economic Benefits Economic Benefits relates to the positive impacts that One will have on the economy of the City rather than its finances. The economic benefits it will provide will also be non -recurring and recurring in nature. o Non -recurring Approximately 90 percent of the $40.0 million that will be spent on hard and soft costs to develop the proposed mixed -use project will be spent within the City of Miami, producing an overall economic impact approximating $55.9 million when the multiplier effect is considered. Miami Economic Associates, Inc. 6861 S.W. 89th Terrace Miami, Florida 33156 Tel: (305) 669-0229 Fax: (305) 669-8534 Email: meaink@belisauth.net Mr, Frank Paredes Fullerton Diaz Architects October 3, 2006 Page 4 • Project expenditures within the City of Miami will include an estimated $14.4 million for construction labor, an amount sufficient to pay approximately 277 construction workers, some of whom may be City residents; their average annual wage of $52,000. 0 Recurring • A total of $224,000 will be spent annually in within the Gity of Miami by residents of One in retail and food and beverage establishments, Employees at the project will spend an additional $1.1 million during their work days. Finally, $1.2 million in ad valorem taxes will be paid to the City of Miami, Miami -Dade County and the School Board, all of which maintain their principal offices within the City, These expenditures will have an overall economic impact on the City of $3.7 million annually when the multiplier effect is considered. • A total of 440 people will be employed at the proposed project, inclusive of people involved in project operations, maintenance and parking. These workers, who may include City residents, will earn approximately $17.6 million annually. Bases of Estimates The materials that follow provide the assumptions used to estimate the fiscal and economic benefits that development of One will provide to the City of Miami. All monetary values are stated in 2006 Constant Dollars. Project Characteristics • One will be located within the Gity of Miami as well as the jurisdictions of Miami -Dade County and the Miami -Dade County Public School District. • The project will entail the construction of 326,708 gross square feet of building area. Of this amount, 13,208 square feet will pertain to the residential portion of the project, which will be comprised of the 4 townhouse villa units. The remaining 313,500 square feet will be comprised of the retail, office and ballroom space, service and circulation areas and parking. ® In order for One to be developed with a total of 161,342 square feet for FAR purposes, 12,434.58 square feet will be developed under the provisions of the City's Affordable Housing Bonus program. • Development of One will cost approximately $32.0 million to construct in terms of hard construction. Soft costs including those relating to professional fees, marketing, sales commissions, permit fees, developer overhead, administration, etc. will total an Miami Economic Associates, Inc. 6861 S.We 89th Terrace Miami, Florida 33156 Tel: (305) 669-0229 Fax (305) 669-8534 Email: meainkkbellsoufth.net Mr. Frank Paredes Fullerton Diaz Architects October 3, 2006 Page 5 additional $8.0 million. Therefore, $40.0 million will a spent to develop the project exclusive of land acquisition costs, financing expenses and developer's fees. • Sale of the project's retail, office and ballroom space as well as its 4 residential units will generate $52.9 million in gross sales proceeds, • According to the Constitution of the State of Florida, real property is supposed to be assessed at 100 percent of its market value. As a practical matter, condominium space, inclusive of both commercial and residential offerings, is placed on the tax rolls at approximately 80 percent of market value, or in this case $42.3 million. Assuming that all 4 residential units qualify for the Homestead Exemption, the taxable value of the project will be $42.2 million. • Residents of the proposed townhouse units will on average require an annual income approximating $400,000 to qualify for ownership. Based on this estimate of average household income, it is projected that the people living at the proposed project will spend $320,000 million annually in retail and restaurant establishments. This projection assumes that they spend approximately 20 percent of their income for that purpose. • Based on industry standards for employment in retail and office uses, it is anticipated that the proposed retail and office space at One will be occupied by 384 workers, This estimate assumes 2.5 workers per 1,000 square feet of retail space and 4 workers per 1,000 square feet of office space. The ballroom is expected to employ 40 people. When project operations, maintenance and parking personnel are accounted for, the total number employed at the proposed project will be 440 people. Non -recurring Fiscal Impacts • The City of Miami charges building permit fees at a rate of $0.20 per gross square foot of multi -family residential construction and $0.25 per gross square foot of commercial construction. In calculating fees, the square footage associated with parking garage space is charged for at the commercial rate. Based on the distribution of space by use previously discussed, building permit fees totaling $81,017 will be paid. A solid waste surcharge fee in the amount of $10,000, the maximum amount, will be applied. • The various trades involved in completing the new project including the roofing, electrical, plumbing, mechanical, elevator and swimming pool contractors will be required to pay fees on their work, Calculation of the fees that they will pay requires that the project's final engineering drawings be completed, which has not yet occurred. Accordingly, the fees that will be paid can not be quantified at this time. A solid waste surcharge is applied to these fees. • The City of Miami charges impact fees on new construction projects. On townhouse residential units, fees will be paid on a per unit basis in the amounts of $144 for Miami Economic Associates, Inca 6861 LW. 89tb Terrace Miami, Florida 33156 Tel: (305) 669.0229 Fax: (305) 669-8534 Email; rneaink bellsouth,net Mr. Frank Paredes Fullerton Dial Architects October 3, 2006 Page 6 police, $619 for fire -rescue, $363 for general services and $5,998 for parks. The rates for commercial space in the quantity proposed (assuming the ballroom is considered commercial space) are paid on a per square foot basis in the amounts of $0.696 for police, $0.260 for fire -rescue and $0.108 for general services. The rates for office space in the quantity proposed are paid on a square foot basis in the amounts of $.0206 for police, $0.336 for fire -rescue and $0.108 for general services. Impact fees totaling $134,478 will be paid on the One mixed -use project, of which $38,606 will be for police, $40,650 for fire -rescue, $14,388 for general services and $23,992 for parks. The City of Miami charges a fee of $12.40 per square foot for space permitted under the provisions of its Affordable Housing Bonus program. A total of $154,189 will be paid for the 12,434.58 square being proposed for development at One under those provisions. New construction projects located in the City of Miarni also need to pay impact fees to Miami -Dade County for roads and schools. In the eastern portion of the county, the rate for roads for condominiums is $877 per unit. The road impact fee rates for retail and office space in the eastern portion of Miami -Dade County are $1.255 and $2.1 02 per square foot, respectively, for projects with the quantities of space proposed at One, assuming that the ballroom is considered retail space. The base fee per unit for school impact fees is $612. An additional amount of $0.918 per square foot is then applied. Accordingly, impact fees totaling $246,772 will need to be paid at the time the building permit for the proposed project is issued. Of this amount, $232,201 will be applied to roads and $14,570 to schools. Recurring Fiscal Impacts The millage rates currently being levied for ad valorem tax purposes by the governmental entities referenced in the Summary of Findings are shown in the table immediately following. The ad valorem tax revenues projected in the Summary of Findings were calculated by applyingthe millage rates shown to proposed project's estimated taxable value of $46.6 million. Entity Ratel$1000 Taxable Value Taxes City of Miami General Fund 8.49950 $ 358,679 Debt Service Fund 0.76500 $ 32,283 Miami -Dade County General Fund 6.83500 $ 246,237 Debt Service Fund 0.28500 $ 12,027 Children's Trust 0.42880 $ 18,095 Library 0.48600 $ 20,509 Miami -Dade County Public Schools Operating 7.94700 $ 335,363 Debt Service 0.49100 $ 20.720 Source: Miami -Dade County Property Appraiser, Miami Economic Associates, Inc. Miami Economic Associates, Inc. 6861 S.W. 89th Terrace Miami, Florida 33156 Tel: (305) 669-0229 Fax; (305) 669.8534 Email: mealnk@bellsouth.net Mr, Frank Paredes Fullerton Diaz Architects October 3, 2006 Page 7 ▪ The City of Miami collects utility taxes and franchise fees from the providers of telephone, electric and other such services based on their revenues. The amount collected as a result of the development of the proposed project will be dependent on the amount of these services used by One residents and commercial tenants; hence, it can not be quantified at this time. • Both the City of Miami and Miami -Dade County will collect occupational license fees from the occupants of One's proposed office and commercial space, inclusive of the ballroom. The amount collected can not be estimated at this time since it will be dependent on the nature of the businesses housed in the office and retail space. a The City of Miami charges a 20 percent surcharge on parking fees. Guests at the building would pay this surcharge. It is not possible at this time to estimate the amount that will be generated. • The City of Miami and Miami -Dade County participate in a number of revenue sharing programs that are based on population -based formulas. The amounts of revenue sharing revenues that will accrue to the City as a result of the proposed project can not be estimated at this time. Non -recurring Economic Benefits • It is estimated that approximately 90 percent of the $40.0 million that will be spent on the hard and soft costs to develop One will initially be spent in the City of Miami. This estimate is based on an anticipation of the specific firms that will be involved in implementation of the project. According to the input-output model of Minnesota 1MPLAN Group (MIG), which is one of the nation's foremost econometric firms, the overall economic impact of these expenditures will approximate $55.9 million based on application of a 1.554 multiplier. • MIG's input-output model further estimates that approximately $14.4 million of the moneys spent on hard costs within the City of Miami will be spent for labor. The average construction worker in Miami -Dade County currently earns approximately $52,000 per year according to the Florida Agency for Workforce Innovation. Therefore, the project's expenditure on construction labor would support approximately 277 workers, some of whom may be City residents, on an annual basis at their average wage rate. Recurring Economic Benefits ® The residents of Loftika will spend $320,000 annually in retail establishments and restaurants, approximately 70 percent of which, $224,000, will be spent within the City of Miami. Employees at the project are expected to spend an additional $1.1 million in shops and restaurants while working. Finally, the project will generate approximately $1.2 million annually in ad valorem taxes for the City of Miami, Miami - Dade County and the School Board, all of which maintain their principal offices within Miami Economic Associates, Inc. 6861 S.W. 89th Terrace Miami, Florida 33156 Tel: (305) 669-0229 Fax: (305) 669-8534 Email: meaink@bellsouth.net Mr. Frank Paredes Fullerton Diaz Architects October 3, 2006 Page 8 the City. According to the MIG input-output model, the total economic impact of these expenditures will be $3.7 million annually based on the application of a 1,5 multiplier. Based on wage data compiled by the Florida Agency on Workforce Innovation, it is that the annual earnings of the 440 people who will be employed at the proposed project on a full-time equivalent basis, some of whom may be City residents, would average $40,000, or $17.6 million in total. Closing The analysis performed by MEN demonstrates that the development of One wili be beneficial to the City of Miami both fiscally and economically. Sincerely, Miami Economic Associates, Inc. Andrew Dolkart President Miami Economic Associates, Inc. 6861 S.W. 89th Terrace Miami, Florida 33156 Tel: (306) 669-0229 Fax: (305) 669-8534 Email: meaink@bellsouth.net