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HomeMy WebLinkAboutAnnexation Feasibility StudyCity of Miami Annexation Feasibility Study August 14, 2014 Prepared for: The City of Miami Prepared by: Metropolitan Center Project Team: Maria Ilcheva, Ph.D. Ebony Johnson, M.A. Richard Benitez, M.A. TABLE OF CONTENTS BOUNDARIES OF PROPOSED COMMUNITIES GENERAL REVENUE DATA SUMMARY TABLE GENERAL EXPENDITURES z General Government Services Planning and Development Public Works Public Safety 11 Public Facilities 1 z Pensions and Risk Management 1 NON -GENERAL FUND EXPENDITURES le NON -GENERAL FUND REVENUES 15 APPENDICES 2C Appendix A: Assumptions on General Expenditures and Revenues 2C Appendix B: Demographics and Area Profiles 21 Appendix C: Acreage Summary 2� Appendix D: Projected Population Growth 2E Appendix E: Maintenance Impacts 27 Appendix F: Land use maps 2E Page I 1 BOUNDARIES OF PROPOSED COMMUNITIES Palmer Lake & Melrose Park • East NW 27 Avenue (following the City of Miami boundary) ■ West NW 42 Avenue (following the City of Miami Springs and City of Hialeah boundaries) ■ North NW 36 Street (following the City of Miami boundary) • South NW 20 Street (following the City of Miami boundary) Blue Lagoon West • East NW 69 Avenue ■ West Palmetto Expressway (State Road 836) • North NW 12 Street east to Perimeter Road; Perimeter Road east to NW 69 Avenue ■ South City of Miami boundary Blue Lagoon & Waterford • East NW 42 Avenue • West NW 69 Avenue • North NW 12th Street east to Perimeter Road; Perimeter Road east to NW 42 Avenue ■ South City of Miami boundary 36th Street North • East NW 19 Avenue (following City of Miami boundary) • West Airport Expressway (State Road 112) ■ North Airport Expressway (State Road 112) • South City of Miami boundary Page 12 GENERAL REVENUE DATA SUMMARY TABLE GENERAL REVENUE: Below is a breakdown of the general revenue that the proposed annexation areas are expected to generate under the current millage rate. All revenue categories, except property taxes, were determined using a per capita calculation. The per capita revenue figures used to calculate revenues for the proposed annexation areas were based on actual revenues generated in FY 2013 by the City of Miami as reported in the City's Comprehensive Annual Financial Report (CAFR). For the purposes of revenue and expenditure calculations the proposed annexation areas of Blue Lagoon West and Blue Lagoon and Waterford were combined due to the lack of population in the Blue Lagoon and Waterford area (please see Appendix B for the demographics information of each area). Property Taxes In 2013 there were approximately 3,328 properties in the proposed annexation communities. The net taxable property value in 2013 was $1,330,305,063. The revenue that is generated from property taxes will depend on the millage rate that the City of Miami will utilize. The estimates in the table below are calculated at the current millage rate of 7.6148. lage 7.6148 Revenues Taxes* Franchise and Other Taxes Current City of Miami Blue Melrose Lagoon Park West & Palmer Waterford Lake $208,999,000 $6,756,677 $2,977,099 $103,975,000 $1,204,051 $1,370,291 Licenses & Permits $35,794,000 Intergovernmental Revenues Charge for Services Fines & Forfeitures Interest Earnings Misc. Revenues Total Revenues Bottom Line $58,259,000 $56,488 $64,287 $104,604,000 $1 1,459,000 36th Street North Proposed Areas $396,231 $10,130,007 $106,314 $2,680,656 New City of Miami $219,129,007 $106, 655,656 $418,884 $476,718 $36,986 $932,588 $36,726,588 $4,988 $125,763 $58,384,763 $106,073,323 $659,965 $751,085 $58,273 $1,469,323 $1,073,924 $1,222,198 $94,824 $2,390,946 ($2,547,000) ($30,663) ($34,846) ($2,703) ($68,212) $17,846,000 $133,621 $152,070 $1 1,798 $297,489 $538,389,000 $10,272,947 $6,978,902 $706,711 $17,958,560 $13,849,946 ($2,615,212) $18,143,489 $556,347,560 $32,585,000 $4,183,652 $58,961 $169,830 $4,412,443 $36,997,443 Source: Revenue information for the City of Miami was obtained from the City of Miami Comprehensive Annual Financial Report for the year ended September 30, 2013. Additional information was provided by various City of Miami departments. *Revenues from taxes for the proposed annexation areas are based on the property taxable value for year 2013 from the county's tax roll as provided by the City of Miami/Miami-Dade County Property Appraiser's Office. * The per capita revenue figures used to calculate revenues for the proposed annexation areas were based on actual revenues generated in FY 2013 by the City of Miami as reported in the City's Comprehensive Annual Financial Report (CAFR). Please see the General Assumptions section in the Appendix for a detailed explanation of superscript notations. GENERAL EXPENDITURES GENERAL EXPENDITURES: The total operating expenditures for the proposed annexation communities based on per capita calculations for Blue Lagoon West and Waterford are estimated at $6,089,295; for Melrose Park and Palmer Lake at $6,919,941; and for 36th Street North at $536,881. Should the proposed communities be annexed, the City of Miami's general operating costs would total $519,350.117. The following table follow provides a breakdown of the general expenditures by category as well as a detailed explanation of each section. Expenditures Current City of Miami Blue Lagoon West & Waterford Melrose Park Palmer Lake 36th Street North Proposed New Areas City of Miami General Government' Planning and Development2 Public Works3 Public Safety' Public Facilities5 Parks and Recreation6 Risk Management? Pensions8 Total Expenditures` $95,458,000 $1,149,204 $1,305,968 $11,819,000 $142,287 $161,697 $62,538,000 $752,885 $855,587 $275,521,000 $3,316,954 $3,769,423 $5,651,000 $68,032 $77,312 $29,268,000 $352,353 $400,418 $101,323 $2,556,495 $98,014,495 $12,545 $316,529 $12,135,529 $66,380 $1,674,852 $64,212,852 $292,449 $7,378,826 $282,899,826 $5,998 $151,341 $5,802,341 $31,066 $783,837 $30,051,837 $24,750,000 $297,961 $338,607 $26,271 $799,000 $9,619 $10,931 $505,804,000 $6,089,295 $6,919,941 $848 $536,881 $662,839 $25,412,839 $21,398 $820,398 3,546,117' $519,350,117' Source: Expenditure information for the City of Miami was obtained from the City of Miami Comprehensive Annual Financial Report for the year ended September 30, 2013. Information provided by various City of Miami departments is included in subsequent sections. The above table shows expenditure figures based on per capita calculations. The rationale of this table is to show an estimate of the resources needed to maintain the current level of service for both the current City of Miami population and the population in the proposed annexation areas. Expenditure estimates were provided by various city departments for all three areas combined. Expenditure figures were prepared by General Services Administration (GSA), City of Miami Police, the Department of Public Works (PW) and the Department of Solid Waste. These figures include additional costs for fleet, fuel, staff and maintenance. The total estimated expenditure for these departments approximates $7,085,132. GSA estimates expenditures to total $1,876,909. City of Miami Police estimates expenditures to total $2,451,447.31. Public Works estimates expenditures to total $256,776. Solid Waste expenditures estimates total approximately $2,500,000. Page 14 GENERAL GOVERNMENT SERVICES Expenditures for general government services for the proposed annexed areas based on per capita calculations would be approximately $1,149,204 for Blue Lagoon West and Waterford; $1,305,968 for Melrose Park and Palmer Lake; and $101,323 for 36th Street North. Total general government expenditures for the proposed areas would be $2,556,495. The total general services expenditures, including the proposed areas, would be approximately $98,014,495. General Government Services includes expenditures for general government and for Neighborhood Enhancement Teams (NET) office locations. The breakdown of the general government expenditures is as follows: General Government General Government services include the Mayor's Office, City Commission Staff, City Clerk, City Attorney, Finance, Budget, etc. The estimated expenditures reflect potential increase in personnel and other costs as a result of annexation. • The new City of Miami area general government expenditures would total approximately $98,014,495. Neighborhood Enhancement Teams (NET) Offices The Neighborhood Enhancement Team (NET) is a community -oriented department that provides direct municipal and social services to residents, business owners and community -based organizations. NET is the City of Miami's official "One Stop" center. There are 13 NET offices located throughout the City of Miami. The stakeholders are the Mayor, City Commissioners, residents, business owners and community -based organizations. ■ There are no plans to open new NET offices within the new City of Miami area. PLANNING AND DEVELOPMENT Based on per capita calculations the total increase for Planning and Development for the proposed annexed areas for Blue Lagoon West and Waterford would be $142,287; for Melrose Park and Palmer Lake $161,697; and for 36th Street North $12,545. The total planning and development expenditures, including the proposed areas, would be approximately $316,529. The new City of Miami area's planning expenditures would total approximately $12,135,529. The planning and development expenditures include building, planning and zoning departments. Planning and Development The Department of Buildings oversees building construction and alteration, enforces related codes and regulations, and provides a searchable database of City buildings information, online permits, and complaint forms. The building department is currently staffed with 71 employees. The Department of Planning and Zoning provides policy guidance for the future development of the City of Miami by interpreting and administering the Zoning Ordinance and other City, County, State, and Federal regulations pertaining to the land development regulations for the construction of buildings in the review of building plans. The Planning and Zoning departments are currently staffed with 40 employees. The primary stakeholders for Planning and Development are property owners and associations, elected officials, private and charter schools, city departments, and the business and development community at large. Page 15 Detailed Planning and Development expenditures were determined by the City of Miami based on estimated staff needs for the Building, Planning and Zoning Departments. The new City of Miami would need eight additional employees; their respective positions and salaries are shown in the table below: Personnel Quantity Cost per Unit Building and Development Building Inspector III Plumbing Inspector III Mechanical Inspector III Electrical Inspector III Building Inspector Planning and Zoning Planner I Zoning Information Specialist 1 1 1 Cost $61,297.60 $61,297.60 $61,297.60 $61,297.60 $57,005.31 $57,005.31 $57,005.31 $57,005.31 $52,977.60 $105 955.20 $50,337.25 $52,977.60 $50,337.25 $52,977.60 Totals 8 $445,875.87, Source: City of Miami Department of Human Resources, Compensation and the Planning and Development Departments Page 16 PUBLIC WORKS The Public Works (PW) Department is responsible for permitting and controlling the construction, improvement, repair, and maintenance of streets, alleys, sidewalks, curbs, drains, bridges, and canals within the public right-of-ways, and certain waterfront improvements. The Department also processes plat applications for the division or subdivision of land. The Public Works Department provides storm water quality management through its Municipal Separate Storm Sewer System (MS4) Program implemented by the National Pollution Discharge Elimination System (NPDES) Permit. Additionally, the department manages the City's street lighting system, eleven storm water collection system and pump stations, tree planting/relocation/removal, bus benches/shelters, public payphones, news racks, as well as certain franchise agreements with utility owners. Currently, the Public Works department is staffed with 85 employees. Public Works expenditures include General Service Administration (GSA), Public Works and Solid Waste. Public Works Based on per capita calculations, the new City of Miami area public works expenditures would total approximately $64,212,852. Different divisions within the Public Works Department provided their estimates for expenditures. The new City of Miami would need four additional employees for Public Works; their respective positions and salaries are shown in the table below: Personnel Labor Crew Leader Auto Equipment Operator 1 General Laborers Totals Quantity Cost per Unit Cost 1 1 2 $40,000.06 $30,839.33 $17,118.36 $40,000.06 $30,839.33 $34,236.72 $105,076.11 Source: City of Miami Department of Human Resources: Compensation, and the Planning and Development Departments Page 17 General Services Administration The Department of General Services Administration (GSA) provides internal service support to City Departments in the areas of fleet management, graphic reproductions, property maintenance, and radio communication, Miami Riverside Center facility management including citywide inter -office mail delivery, the Office of Protocol, and audio visual and broadcasting operations. GSA is currently staffed with 133 employees. The department acquires, maintains, and repairs City property and equipment, provides graphic reproductions, television and Internet audiovisual broadcasting, radio communications, mail delivery, and protocol services. The department's most visible properties include the Miami Riverside Center Building & Garage, City Hall, GSA Administration & Fleet Maintenance Garage, Fueling Facility, and Truck Wash Facility, the Property Maintenance Building, Communications Warehouse, and radio wave broadcasting and receiving antennae towers. GSA also maintains and repairs Police vehicles, the general government fleet vehicles, Solid Waste trucks and garbage packers, Public Works heavy equipment, and lawn equipment for Parks. GSA prints City Commission agenda packages and produces graphic illustrations, forms, business cards, flyers, and banners. GSA also maintains the City's 800 MHz radio and 911 emergency communications systems, including walkie talkie radios. Official protocol services and support, and inter -office mail delivery are also performed by GSA. GSA's primary stakeholders are City of Miami employees and departments. The new City of Miami would need four additional employees for GSA; their respective positions and salaries are shown in the table below: Personnel Auto Mechanic Helper (Police) Quantity Cost per Unit i Cost 1 $32,303.00 Auto Mechanic (Police) 1 $41,351.00 Heavy Equipment Mechanic Helper (Solid Waste) 1 $34,100.00 Heavy Equipment Mechanic (Solid Waste) Totals $32,303.00 $41,351.00 $34,100.00 $43,506.00 $43,506.00 $151,260.00 Source: City of Miami Department of Human Resources: Compensation and General Services Administration 1 Page 18 Solid Waste The Solid Waste Department (Department) provides courteous, dependable, and value -priced waste collection services to over 69,000 residences within the City. As one of the leading providers of waste management services in South Florida, the Department offers the industry's most comprehensive collection services including residential pick-up of garbage, trash, bulky waste, and recyclables. The Department is also responsible for cleaning the City's right-of-ways by mechanically sweeping major commercial corridors, servicing over 700 litter containers on sidewalks, removing dead animals, and handling clean-up operations for Special Events, which generally take place on holidays and weekends. In addition, the Department administers the Commercial Solid Waste Franchise Agreement between the City and private hauling companies (Commercial Haulers). Through the private haulers, the Agreement governs the regulation and servicing of more than 9,000 commercial solid waste accounts within the City. Currently, the Department is staffed with 199 employees. Stakeholders are residents and businesses of the City of Miami. The Department currently has 23 garbage routes; 16 trash routes and 5 recycling routes. The new area will add 1,829 residences to be serviced by the Department as follows: Collection Schedule Current City of Miami Garbage 2 a Week Bulky Pickup 2 a Weekly Recycling 1 Bi-Weekly Totals ; 4 a Week Source: City of Miami Solid Waste Department Solid Waste revenues for the proposed annexed areas were calculated per residential unit, using the solid waste fee schedule of the City of Miami. As such, a duplex was counted as two units and a triplex as three units; residential units with four or more units were excluded from the calculation since they are serviced by Commercial Haulers. However, the city does charge franchise fees to Commercial Haulers that provide solid waste services to commercial entities. ■ Solid Waste revenues for the new City of Miami annexed area would be $27,086,780. The revenues are generated as follows: Revenues Residential Fee Residential Accounts Totals Current City of Miami The new City of Miami area $380 (yearly) $380 (yearly) 69,452 (citywide) 71,281 $26,391, 760 Source: City of Miami Solid Waste Department $27086,780 In order to service the new solid waste accounts, the city is likely to incur capital costs in the purchase or construction of additional maintenance yards and solid waste facilities. These costs are not calculated in these preliminary findings. Also, the Department will likely incur additional costs to purchase equipment. See the Non -General Fund Expenditure section for capital costs associated with solid waste. The cost estimates presented below do not include tipping fees, or any other fees associated with commercial accounts. Please note these figures are "preliminary" as the Department does not account for advertising, disposal and other associated costs. Page 19 In order to service the proposed annexed areas, the Department will incur capital and personnel costs. These costs are estimated as follows: Personnel Garbage Waste Collector II Trash Waste Equipment Operator Waste Collector Recycling Waste Collector II Street Sweeping Street Sweepers (Waste Collector) Totals Other Capital Costs Quantity 3 Cost per Unit Cost $191,100 $197,100 $63,700 $358,200 $63,700 $65,700 $59,700 2 .. $59,700 $127,400._.,_ _. 16 $902,500 $2,468,200 Source: City of Miami Solid Waste Department Number of Routes 3 3 2 In addition to the capital costs that the City will assume from Miami -Dade County, the City of Miami will have additional capital expenditures related to police and fire. Please refer to the Non -General Fund Expenditures for a breakdown of capital costs. Page 110 PUBLIC SAFETY Public Safety expenditures include police and fire service. Total Public Safety expenditures for the proposed annexed communities based on per capita calculations would be approximately $3,316,954 for Blue Lagoon West and Waterford; $3,769,423 for Palmer Lake and Melrose Park; and $292,449 for 36th Street North. The new City of Miami area's public safety expenditures would total approximately $282,899,826. The Fire Rescue and Police Departments provided estimates for expenditures based on capital cost and staffing calculations to maintain adequate level of service. The breakdown of the public safety expenditures is as follows: Police The City of Miami Police Department (CMPD) is the largest Municipal law enforcement department in Miami -Dade County, serving an ethnically and racially diverse community of nearly 400,000 residents and a day time population of one million people. The Police department is staffed by 1,502 employees across four police stations and 13 Neighborhood Enhancement Team (NET) offices. Stakeholders include residents, businesses, and visitors to the City of Miami. Currently, the City of Miami has about 357 residents per police officer. Even though the proposed areas would add only 10,691 residents, the proposed areas include concentrated commercial and industrial sections. Based on estimates provided by City of Miami Police, in order to maintain this level of service in the new City of Miami area, the city would need to hire 53 additional officers. There is no anticipated need to create a new station since police services can be readily provided by the closest Miami Police District stations. Service area needs include Allapattah and Flagami: Allapattah: Based on Miami-Dade's current request for police service in the area, A and B Shift Beat Officers are needed to cover the River Drive industrial area. To achieve 7 day coverage we would need 4 officers. As to regular patrol officers achieving seven days coverage, three shifts, we would need an additional 18 officers. The total recommendation for Allapattah is 22 officers and 3 Sergeants. Flagami: To cover the proposed neighborhoods on the south side of River Drive (Flagami), we would need 24 officers and 4 Sergeants. Personnel Quantity Cost per Unit Cost`, Police Sergeant 7 $54,875.39 $384,127.73 Police Officer 46 $44,941.73 $2,067,319.58 Totals 53 $2,451,447.31 Source: City of Miami Human Resources_Compensation Estimated expenditures reflect the cost of personnel and use entry level salary figures for staff positions. These estimates do not take into consideration fringe benefits, specialized police positions, bonuses or incentives. Page 111 Fire Rescue The Department of Fire -Rescue's primary responsibilities entail the preservations of life and property through prevention, control and quick suppression of fires; and the provision of emergency medical and rescue services. Fire prevention includes the inspection of residential, industrial and commercial structures for conformance with fire codes. The Department investigates fires and assists law enforcement agencies in cases of suspected arson. The Department of Fire -Rescue also maintains specialty teams uniquely trained in the areas of hazardous materials, dive rescue, technical rescue (confined space and elevated rescue) and marine services. Currently, the department is staffed by 781 employees across 14 different stations within the City of Miami. Stakeholders include residents, businesses, and visitors to the City of Miami. There are an estimated 523 residents for each fire/rescue worker. Given that the population of the city will increase by less than three percent (10,691 residents) with the annexation of the new areas there is no anticipated need to hire additional Fire -Rescue personnel. Existing service providers can respond to the future needs of the new City of Miami area. Station and Personnel Cost Station 5 (14) 1200 NW 20 ST Station 10 (10) 4101 NW7ST Station 11 (7) 5920 W. Flagler ST Station 12 (10) Wynwood, Medical Center Coral Terrace, Schenley Park, Flagler, Flagami 1455 NW 46 ST Earlington Heights Totals 4 Stations; 41 Personnel Source: City of Miami Fire Rescue staff. New Service Area Palmer Lake/Melrose Park Blue Lagoon West & Waterford 36 Street North Page 112 Parks and Recreation The Parks and Recreation Department provides safe, nurturing, recreational, educational and cultural activities in order to promote a sense of community. The Department's focus is to provide comprehensive academic and cultural enrichment programs that provide an environment for individual growth while providing opportunities for families to connect. Primary services include the operation of approximately 120 City parks, 11 pools, the Miami Rowing Center, and one water park every day year-round, comprehensive recreation, art, music and education programs; cultural activities and leisure opportunities for all age groups. Special services include child day care, preschool centers, summer camps, programs for the disabled, senior citizen programs, educational summer programs, after -school technology programs and a music and film series. The Parks and Recreation department has a staff of 182 employees. Stakeholders include city residents, employees, visitors and elected officials. Parks and Recreation Parks and Recreation does not anticipate the addition of any new parks. The expenditure calculations are based on the increase in residents which may lead to an increased demand for recreational services. The expenditures for the proposed annexation areas are estimated at $783,837. The new City of Miami area will utilize existing area parks highlighted in the table below: Annexation Are -a Type of Park (Parks and Green Areas) Blue Lagoon West & Waterford • Robert King High Park/ Carlos J. Arboleya Picnic Ground ■ Antonio Maceo Park Melrose Park & Palmer Lake 36th Street North Community/ Neighborhood N/A N/A Amenities -and Programs Campground, Baseball/Softball Field, Basketball Court, Tennis Court, Playground, Racquetball; Senior Programs N/A N/A Page 113 PUBLIC FACILITIES Public Facilities oversees the City's three municipal marinas and Mooring field; The James L. Knight and Miami Convention Center, The G-4 Parking Garage, and The Manuel Artime Cultural Center. Public Facilities is divided into two sections - Public Facilities and Asset Management. The Public Facilities Section serves to provide first class facilities and services used to present the community with quality sporting, cultural and entertainment events. The Asset Management Section serves as a real estate office for the City and manages the leasing of property to and from other parties; categorizes City - owned properties according to its use, i.e. City operations, leased to a third party, vacant; and identifies and negotiates properties for future purchase, sale or lease. In addition, the department manages an average of 104 leases/licenses of City -owned property and 28 leases from others scattered throughout approximately 35 square miles of the City. The Department maintains the City's property inventory consisting of approximately 631 parcels inclusive of parks, fire stations, City administrative buildings, public facilities, vacant lots and housing sites. Stakeholders are city residents, tourists, businesses, entertainment industries, and employees. No costs were attributed to public facilities in the new City of Miami area allocations. Public Facilities in the proposed areas are City -managed. Based on the potential increased use of public facilities by new residents, the expenditures based on the increased population are estimated at $151,341. Page 114 PENSIONS AND RISK MANAGEMENT Risk Management The City's Risk Management Department is an internal service provider, working closely with all operating departments within the City in an effort to protect the City's human, financial, and physical plant resources. The Risk Management department is staffed with 20 employees. Risk Management expenditures for the new City of Miami area were determined by the City of Miami staff. The major Risk Management component for additional employees is associated with Workers' Compensation (WC) coverage. In aggregate, WC accounts for an additional payroll burden of 6.3% of payroll. Total WC expenditures being projected for 2014 are $14,200,000. Total Risk Management expenditure projections for this report are based on FY2013 CAFR numbers used to calculate per capita figures. Total Risk Management expenditures for the new City of Miami area would be $25,412,839. Pensions Expenditures for pensions were calculated based on a percentage of the base salary of the number of employees that will be hired to service the new City of Miami area. On an aggregate basis, the pension burden rate per employee is an additional 38.3% of their payroll. Based on currently projected FY2013 payrolls of $218,000,000 with a 3% increase projected for 2014, total payrolls for 2014 are projected to be $224,540,000 with additional pension costs of $85,963,752. The projected annualized pension expenditures for the new areas will add incrementally to the total pension expenditures of the city - $21,398. Page 115 NON -GENERAL FUND EXPENDITURES Proposed and Existing Capital Projects As a result of annexation, the City of Miami will be required to assume fiscal responsibility for capital projects in the proposed areas. This includes current and proposed projects as well as capital investments made in the last three to five years. The following is a summary of capital projects for FY 2013 that have been completed and/or are in the process of completion in the proposed annexation areas. Capital expenditures for the proposed annexation areas for FY 2013 totaled $316,622. Annexation Areas Completed and Proposed Capital Projects Cost FY 2013 Blue Lagoon West & Waterford Palmer Lake & Melrose Park 36th Street North Roads: Realignment and expansion of Perimeter Rd. Miami -Dade Children's Courthouse Roads: NW 37 Ave. from North River Drive to NW 79th St. Renovation to Palmer Lake Bridge N/A $154, 742 $140,592 $18,288 $3,000 $0 Totals $316,622 Source: Miami -Dade County Business Plan, Adopted Budget and Five -Year Financial Outlook 2012-2013. Other Capital Costs In addition to the capital costs that the City will assume from Miami -Dade County, the City of Miami will have additional capital expenditures related to police, fire, and solid waste. While GSA included personnel needs in their initial findings, this assessment accounts for equipment and maintenance. All personnel costs are included in the General Expenditures section of the report. Please refer to page 7. The total estimated cost for capital costs covered under GSA is $1,876,909, which includes personnel costs. The following tables outline additional capital costs by department: GSA Under the Police detail section of the study it is anticipated that 53 additional Police Officers would have to be employed to cover the additional area. These Officers would need vehicles that in turn require repair and maintenance and additional staff by our operation to manage the increase in vehicle volume. Fuel cost are paid by the Police Department and are not included as part of this analysis. Additional costs are estimated as follows: Equipment Vehicles -Police Quantity 53 Cost per Unit $31,000 Cost $1,643,000 Repair and Maintenance Totals $17,000 $166,000 Source: City of Miami General Services Administration Department staff Page 116 Under the Solid Waste Capital needs section of the study it is anticipated that 5 additional One Arm Bandit Garbage Trucks would be required to cover the additional area. These trucks would not only increase the fleet total but the daily needed truck count as well. Given that GSA is currently operating at full capacity to meet current truck counts, the additional costs are estimated as follows: Maintenance Cost per Unit Cost Solid Waste Vehicle Fuel Solid Waste Vehicle Repair Totals Maintenance Costs $19,000 $95,000 $69,000 $164,000`f Source: City of Miami General Services Administration Department staff It should be noted that repair and maintenance cost increase as the years out. For Police, warrantees for new vehicles expire after 2 years. The cost for tires replacements are incurred after the first year of vehicle purchase. For solid waste, the warrantees for new vehicles expire after 1 year. The costs for tire replacements are incurred after the first year of vehicle purchase. Solid Waste The City of Miami Solid Waste Department utilizes One Arm Bandit trucks for the collection of residential garbage. One Arm Bandits are garbage trucks with a mechanical lift that can be operated by one person. Residents utilize special garbage cans that enable the truck driver to collect the garbage with the mechanical lift. A single truck services approximately 1,300 residential units per day. In order to maintain current levels, the City of Miami's Solid Waste Department will need to purchase five additional trucks to service the new City of Miami area. Additionally, the department is will need additional crane and rubbish trucks to meet the needs of the new City of Miami. Below is a detailed account of capital expenditures: Equipment Quantity Cost per Unit Cost One Arm Bandit Rubbish Truck Crane Totals Equipment Costs Public Works 5 6 $295,000 $82,000 $142,000 Source: City of Miami Solid Waste Department staff $1,475,000.00 $ 492,000.00 $ 426,000.00 $2,393,000.00 Records indicate that the City looked at the annexation of the Melrose area in 2005, specifically for the areas now described as Palmer Lake, Melrose Park and north of NW 36th Street. The department reviewed the rights of way proposed as part of the annexation and prepared an attachment showing additional street maintenance services that will be required. Any street or bridge reconstruction projects are handled by the Office of Capital Improvement Program (CIP). Based on estimates provided by Public Works and Capital Improvements, it can be assumed that an additional $150,000 per year should be set aside for capital needs related to roadway and stormwater management projects. Page 117 Debt Service According to Miami -Dade County policy, the City of Miami will be required to assume the existing debt for the proposed annexed areas once annexation takes place. This would exclude general obligation debt related to countywide services/projects. Below is an estimate of the debt obligation by community. Note, however, that the debt service for the proposed annexed communities only considers bond obligations for FY 2012-2013. Currently, Miami -Dade County has spent $51,362 towards the cost of the Children's Courthouse. Current and future expenditures cover the remainder of the build -out. The project has a scheduled completion date of FY 2013-2014. The total cost of the courthouse project is $140,592. Additional projects in Palmer Lake & Melrose Park and Blue Lagoon & Waterford include GOB future financing for road improvements and drainage for the commission districts. Total additional bond obligations for the new City of Miami area would be $166,774. Capital Expenditures by Community Bonds for General UMSA Projects and Community Projects Community 36th Street North Blue Lagoon West & Waterford $4,894.00 Palmer Lake & Melrose Park $161,880.00 Totals Costs $166,774.00 Source: Miaml•Dade County Business Plan, Adopted Budget and Flve-Year Financial Outlook 2012.2013 and interviews with Miaml-Dade County staff 1. General UMSA Protects me Inclusive of future construction costs only. General UMSA Projects' Page 1 18 NON -GENERAL FUND REVENUES CDBG Allocations CDBG allocations are based on the following: population, persons below poverty, and number of overcrowded units. The U.S. Department of Housing and Urban Development (HUD) revised the formula used for calculating population, poverty and overcrowding estimates using data from the U.S. Census. The CDBG statute specifies that funding be allocated based on the most recent data compiled by the Census demonstrating population, poverty, overcrowded housing, pre-1940 housing, and growth lag. Starting in FY 2012, population and growth lag will be computed using the 2010 Census population counts. Poverty, overcrowding, and pre-1940 housing will be calculated with the 2005-2009 ACS 5- year estimates replacing data from the 2000 Census. Below is an explanation of how CDBG estimates for the proposed annexation areas were obtained. Overall Population: US Department of Housing and Urban Development (HUD) allots $1.80 per person for the general population. • The proposed annexed communities have approximately 10,691 people. ■ The annexed communities could generate approximately $19,243.80 in additional revenue for this category. Poverty: HUD allots $30.45 per person below poverty. • The proposed annexed communities have approximately 1,936 people living below poverty. • The annexed communities could generate approximately $58,951 in additional revenue for this category. Overcrowded Housing Units: HUD allots $157.01 per overcrowded unit. ■ There are approximately 115 overcrowded units in the proposed annexed. ■ The annexed communities could generate approximately $18,056.15 additional revenue for this category. TOTAL CDBG ALLOCATION: • The proposed annexed communities could potentially generate $96,251 additional revenue for the City of Miami. • The new City of Miami area could potentially be allotted $5,080,455.22* in CDBG funds. *There is an $87 differential based on the weighted allocation for poverty and overcrowded units granted by HUD. Source: The data used in this section is from the U.S. Census Bureau and the U.S. Department of Housing and Urban Development. The CDBG formula was provided by the U.S. Department of Housing and Urban Development. Page 1 19 APPENDICES Appendix A: Assumptions on General Expenditures and Revenues 1. General Governmental Services were determined by the City of Miami based on per resident calculation. 2. Planning and Development Services were determined by the City of Miami based on estimated staff needs for Planning and Building and Zoning. 3. Public Works expenditures for the Annexed areas were calculated using a per/square mile estimate of City of Miami expenditures. Solid Waste expenditures for the Annexed areas were calculated per residential unit using the solid waste fee schedule of the City of Miami. Additional expenditures for Public Works were determined by the City of Miami based on estimated staff needs for Solid Waste Services. 4. Police Services for the Annexed areas will require additional police officers. Police expenditures were calculated based on City of Miami estimated staff needs and by determining the number of police officers per resident. 5. Public Facilities Services were determined based on a per resident population calculation. County facilities in the proposed areas are county -wide facilities. 6. Parks and Recreation will not gain any parks in the Annexed areas. The expenditures for the parks were calculated using a cost per resident estimate. 7. The major Risk Management component for additional employees is associated with Workers' Compensation coverage. In aggregate, WC accounts for an additional payroll burden of 6.3% of payroll. The total WC expenditures being projected for 2014 are $14,200,000. 8. On an aggregate basis, the pension burden rate per employee is an additional 38.3% of their payroll. Based on currently projected FY2013 payrolls of $218,000,000, with a 3% increase projected for 2014, total payrolls for 2014 are projected to be $224,540,000 with additional pension costs of $85,963,752. 9. Capital Outlay is based on population estimate calculation. *Revenues and Expenditures were taking from the General (Major Fund) column of the City of Miami Statement of Revenues, Expenditures and Changes in Fund Balances (Deficit) Governmental Funds for the Year Ended September 30, 2012. Page 120 Appendix B: Demographics and Area Profiles Population Characteristics The purpose of this section is to describe the population living in the proposed annexation areas. This analysis includes total population and distribution by sex, race and ethnicity, as well as household characteristics. The Metropolitan Center staff amassed demographic data at the block level for the proposed areas. The data source for this analysis comes from the 2010 Decennial Census. More detailed and current demographic information can be accessed through the 2011 American Community Survey (ACS) 5-Year Estimates; however for the purposes of this report which required the demographic characteristics for well-defined geographic areas, U.S. Census data provides the most current information at the block and block group levels. Population Distribution In 2010, there were 10,691 residents living in the proposed annexation areas. Of this resident population, approximately 5,462 are male and 5,229 are female. This total population represents 2% of the City of Miami's population of 399,457 residents. Race and Ethnicity In the proposed annexation areas, 84.6% of the population identified themselves as Hispanic, 3.7% as White and 1.2% as Black with the rest identifying themselves as multi -racial or some other ethnicity. The proposed area is less diverse than the City of Miami with 70.0% of residents identifying themselves as Hispanic, 1 1.9% as White and 16.3% as Black. Household Information Households in the proposed annexation areas can be characterized as small, with a large fragment of non -family households. The area has a higher percentage of renter -occupied units compared to owner -occupied, with 64.5% of housing units being renter -occupied and 35.5% owner -occupied. The average household size in the proposed area is 2.5 persons. Table 1: Demographic Characteristics of Proposed Annexation Areas Total Population Male Female uE, White Black Hispanic Average Household Size Owner Occupied Renter Occupied 36 Street North Palmer Lake Blue Lagoon Blue Lagoon Melrose Park Waterford West Populatiort 424 5,465 245 2,948 179 2,517 Race/Ethnicitj 34 161 11 113 378 4,099 .. Oust 2.80 3.12 117 1,627 307 2,518 4,801 2,268 2,533 202 6 4,571 3.07 1,571 3,199 Totals 10,691 5,462 5,229 398 130 9,048 2.50 3,316 6,024 *Race was calculated for Black, Hispanic and White only. Source: 2010 U.S. Census Bureau Page 121 Voter Statistics The proposed annexation areas total number of registered voters: Table 2: Voting Characteristics of Proposed Annexed Areas Blue Lagoon West Blue Lagoon & Waterford Melrose Park & Palmer Lake 36th Street North 1,442 13 1,565 167 Source: Miami -Dade Elections Department, Data as of June 4, 2013 Page 1 22 COMMUNITY PROFILES 36th Street North The area surrounding 36th Street north is mainly industrial with commercial areas surrounding the borders of NW 36th Street and the City of Miami border to the South. There is a small residential population within the proposed area; there is also a considerable portion of vacant properties along Airport Expressway (SR-112) and NW 36th Street. The 36th Street area has easy access to the Airport Expressway and Earlington Heights Metrorail Station. Miami Jackson Senior High School is located within the proposed annexed area. Additional primary and secondary schools are located adjacent to the area. Melrose Park The Melrose Park area has a mixture of residential, commercial and industrial use properties. Melrose Park and the neighboring Palmer Lake community are separated by the Miami River. Melrose Park and Palmer Lake contain the largest portion of residential population from the proposed annexation areas with 5,465 residents. The Melrose area is also home to the Miami -Dade Regional Juvenile Justice Center, a 126-bed secure facility that serves youth detained by various circuit courts. Currently, the County is undergoing the construction of the Miami -Dade Children's Courthouse. The new Children's Courthouse, which will go up at 112 NW 3rd Street, will replace the Juvenile Justice Center located at NW 27th Avenue and 33rd Street. The new Children's Courthouse will house all court partners as well as support agencies for the Juvenile Justice Community. Palmer Lake The area encompassing Palmer Lake has been mainly used for industrial (marine uses), aviation - related and commercial purposes along the Miami River and Tamiami Canal. The area comprises of approximately 220 acres south of the Miami River, east of the South Florida Rail Corridor (SFRC) and NW 37th Avenue, and north of the Tamiami Canal. Located to the west is the Miami International Airport (MIA) and the Miami Intermodal Center (MIC), in the south end is the Melreese Golf Course and the Grapeland Heights residential area. To the northwest is the Casino Miami Jai -Alai, located in the Melrose Park area. Palmer Lake (approximately 17 acres) connects to the Miami River through a narrow channel that passes under NW South River Drive. Palmer Lake is a known habitat for manatees, and has been designated "Essential Manatee Habitat" by the Dade County Manatee Protection Plan.' Within the proposed annexation area, there are several marine -related industries (shipping, manufacturing, and boat repair) located along the Miami River and the Tamiami Canal. These industries rely heavily on the river for access to the Port of Miami. Operations along the river provide exports to the Caribbean. A large container storage yard is also located along the Tamiami Canal. The largest marine operation in the area is Bertram, which manufactures its sport fishing yachts on several parcels located between the Tamiami Canal and NW 22nd Street (15 acres). Current Land Use (LU) designates most of the proposed area for commercial and industrial uses. These categories allow for manufacturing, warehouses, office buildings, utility plants, hospitals, telecommunications facilities and hotels. The Land Use also allows for limited commercial retail and residential uses. The Melrose Park and Palmer Lake areas were combined in the Existing Land Use Map provided in the Appendix. The total acreage for the combined areas is approximately 767 acres. Please refer to the appendix for a detailed breakdown of Land Uses. 1 Miami -Dade County Department of Planning and Zoning Community Planning Section. Palmer Lake Area Charrette Plan Draft. Published September 2011. Retrieved October 2, 2013. Page 123 Blue Lagoon West and Waterford The areas making up Blue Lagoon West and Waterford are centrally located within Miami -Dade County bound by the Palmetto Expressway; Perimeter Road; and bordering the City of Miami boundary to the south along Tamiami Canal. Blue Lagoon and Waterford is adjacent to Miami International Airport. The proposed area has convenient access to the SR-826 and SR-836 Expressways. The accessibility of Blue Lagoon and Waterford makes the location amenable to all areas in Miami - Dade, Broward, and Palm Beach Counties. The total area encompasses approximately 710 acres, with over 300 acres of inland water. The proposed area has office, professional, commercial and residential properties. Specifically, Blue Lagoon and Waterford (approximately 250 acres) is home to over 100 multinational companies. Business industries include manufacturing, technology, transportation, healthcare, insurance, and finance. Several Fortune 500 companies operate their Regional or Latin American Headquarters within Blue Lagoon and Waterford to include FedEx, Avaya, Caterpillar, Estee Lauder Companies, Hewlett- Packard, Hasbro and Procter & Gamble. Additional organizations located within Blue Lagoon and Waterford includes Baxter Healthcare, Burger King, Marriott, First Bank, Miami Children's Hospital, Swatch Group, Toyota, CareCloud and Turner Construction. The proposed area also home to several transient residential parcels. These include The Hilton Hotel Group (Homewood Suites and Hilton), Hotel Sofitel, and Hyatt Summerfield Suites. Plans for development within Blue Lagoon and Waterford include over 1.5 million square feet of office space to accommodate growing demand from corporations. There are three sites pinned for future development (16.49 acres) at the Waterford office park. These parcels are positioned to provide visibility from the 836 Highway and Miami International Airport.2 Residential land use along Blue Lagoon West is primarily multi -family, with a high concentration of condominium units located along The Palmetto Expressway boundary and NW 71st Avenue. There is very little vacant land for redevelopment in Blue Lagoon West, as it is a very established residential community. Previous studies Areas along the Miami River (Palmer Lake and Melrose Park) have been the subject of numerous plans and studies. Reports that include references to the Palmer Lake/Melrose Park communities include the Greenway Action Plan, Miami River Corridor Urban Infill Plan, Miami River Corridor Multi -Modal Transportation Plan; and the Miami River Corridor Catalyst Project. The Miami River Corridor Multi -Modal Transportation Plan was prepared in 2007 by Kimley-Horn and Associates for Miami -Dade County Metropolitan Planning Organization. This plan outlined transportation needs and strategies for pedestrian and vehicular traffic along in the river aimed at improving access and mobility along the river. The most recent study was The Miami River Corridor Catalyst Project (2010). The report analyzed the condition of the river as a transportation corridor.3 s htto://waterfordatbluelacloon.com/aboutus. Retrieved October 2, 2013. 3 Miami -Dade County Department of Planning and Zoning Community Planning Section. Palmer Lake Area Charrette Plan Draft. Published September 2011. Retrieved October 2, 2013. Page 124 Appendix C: Acreage Summary Residential Blue Lagoon & Waterford and Blue Lagoon West (Acres) 120.4 Blue Lagoon & Waterford and Blue Lagoon West (Percent of Total) 16.9 36th Street North and Palmer Lake •& Melrose Park (Acres) 130.6 36th Street North and Palmer Lake & Melrose Park (Percent Total) 17.0 Miami -Dade County (Acres) 111,061.00 Miami -Dade County (Percent of Total) 8.8 Commercial - General 68.5 9.6 167.1 21.8 Commercial - Office & Professional 98.3 13.8 8.4 14,426.30 Industrial 37.2 5.2 162.2 21.1 17, 765.30 1.4 Institutional 15.2 2.1 33.4 4.4 14,565.00 1.2 Parks/Recreation 0.4 0.1 6.9 0.9 833,385.10 65.8 Transportation Communication and Utilities 8.1 172.3 22.4 87,415.70 6.9 Agriculture Undeveloped Inland Water 0.0 60.7 301.7 0.0 8.5 42.5 0.0 34.9 51.6 0.0 4.6 6.7 63535.9 87,218.50 36,937.20 5.0 6.9 2.9 Totals 100.0 1,266,310.0 Source: Miami -Dade County Department of Regulatory and Economic Resources. Published: Ap it 2013. Retrieved September 2013 Page 125 Appendix D: Projected Population Growth Population growth was calculated based on 2010 Decennial Census Block Level Estimates. It is assumed that population will increase incrementally; a conservative 3 percent growth rate was factored into the calculation. Community 2010 2011 2012 2013 2014 2015, 2016 2017 2018 2019 2020 2021 Palmer Lake/Melrose Park 5,465 5,661 5,865 6,076 6,295 6,522 6,756 7,000 7,252 7,513 7,783 8,063 Blue Lagoon West & Waterford 4,802 4,974 5,153 5,339 5,531 5,730 5,937 6,150 6,372 6,601 6,839 7,085 36th Street North 424 439 455 471 488 506 524 543 562 582 603 625 Totals 10,691 11,074 11,473 11,886 12,314 12,758 13,217 13,693 14,186 14,696 15,225 15,773 Source: 2010 Decennial Census data. Page 126 Appendix E: Maintenance Impacts (Left blank for TOC purposes) Page 127 Appendix F: Land use maps (Left blank for TOC purposes) Page128