HomeMy WebLinkAboutAgenda Item Summary FormAGENDA ITEM SUMMARY FORM
File ID: #3337
Date: 11/28/2017 Requesting Department: Department of Real
Estate and Asset Management
Commission Meeting Date: 12/14/2017 Sponsored By:
District Impacted: District 2
Type: Resolution
Subject: Authorize Amendment No. 5 - Aligned Bayshore Marina, LLC
Purpose of Item:
A Resolution of the City of Miami Commission, with attachment(s), authorizing the City
Manager to execute a fifth amendment ("Amendment") to the Lease Agreement
between the City of Miami ("City") and Aligned Bayshore Marina, LLC ("Company"), in
substantially the attached form, for City -owned property located 2550 South Bayshore
Drive, Miami, Florida, to modify certain provisions of the Lease as stated herein,
including the extension of the current Lease Term by an additional term of
approximately Thirty -Two (32) years, with Two additional Ten (10) year options; an
additional Minimum Rent payment of Two Hundred Thousand Dollars ($200,000) per
lease year, or One and Three Quarters Percent (1.75%) of Gross Receipts derived from
the Property, whichever is greater, beginning in 2019; increasing the Minimum
Guaranteed Rent to One Million Five Hundred Thousand Dollars ($1,500.000.00)
beginning in 2019, a donation of Twenty -Five Thousand Dollars ($25,000.00) per year,
beginning in 2019, to support low income housing renovations; a minimum of Seven
Million Five Hundred Thousand Dollars ($7,500,000) in capital improvements to the
Property; with additional terms and conditions as more particularly set forth in the
Amendment.
Background of Item:
The City entered into a Lease Agreement with Bayshore Properties, Inc. ("BPI"), on
September 20, 1985, and authorized by City Commission Resolution No. 85-717,
adopted July 18, 1985, with related ballot language approved by referendum of voters
on August 13, 1985.
That certain Lease Agreement was assigned by the prior Lessee to the Company by
that certain Assignment and Assumption of Master Lease dated April 8, 2015 and that
certain Consent to Assignment dated April 15, 2015.
The City and the Company wish to enter into the Fifth Amendment to the Lease
Agreement which will extend the term of the Lease Agreement by approximately Thirty -
Two (32) years and Two additional Ten (10) year options in exchange for Additional
Rent which shall include a minimum of Two Hundred Thousand dollars ($200,000) per
lease year, or One and Three Quarters Percent (1.75%) of total Annual Gross Sales of
the leasehold, whichever is greater beginning in 2019, increase the Minimum
Guaranteed Rent to One Million Five Hundred Thousand Dollars ($1,500.000.00)
beginning in 2019, a donation of Twenty -Five Thousand Dollars ($25,000.00) per year,
beginning with 2019, to support low income housing renovations, significant capital
improvements to the property, the creation of a capital account, implementation of a
transfer fee if the property is transferred or assigned, and a refinancing fee should the
property be refinanced after the initial refinancing.
The City has received Two (2) independent appraisals that have determined the rent
amounts within the Fifth Amendment to be at or above fair market value.
In addition to and at the same time as the annual donation by the Company to support
low income housing renovations, the City will donate One Half of One Percent (0.05%)
of the revenue generated by this Lease each year, to support low income housing
renovations.
On November 6th, 2017, the citizens of the City of Miami voted in a special election, to
the give the Miami City Commission the power by a Four -Fifths (4/5ths) affirmative vote
to waive competitive bidding and to execute this Amendment to extend the term of the
Lease Agreement pursuant to this Amendment.
Budget Impact Analysis
Item is Related to Revenue
Item is NOT funded by Bonds
Total Fiscal Impact:
$200,000.00 estimated additional revenue to the City annually
Reviewed By
Real Estate and Asset Management Mark Burns
Office of Management and Budget Everton Garvis
Office of Management and Budget Christopher M Rose
City Manager's Office
Alberto N. Parjus
Legislative Division
Valentin J Alvarez
City Manager's Office
Daniel J. Alfonso
Office of the City Attorney
Valentin J Alvarez
Office of the City Attorney
Victoria Mendez
City Commission
Nicole Ewan
Office of the Mayor
Mayor's Office
Office of the City Clerk
City Clerk's Office
Legislative Division
Valentin J Alvarez
Office of the City Attorney
Barnaby L. Min
Office of the City Attorney
Victoria Mendez
Office of the City Clerk
City Clerk's Office
Department Head Review
Completed
11/28/2017 12:38 PM
Budget Analyst Review
Completed
11/28/2017 1:14 PM
Budget Review
Completed
11/30/2017 9:06 AM
Assistant City Manager Review
Completed
11/30/2017 9:53 AM
Legislative Division Review
Completed
11/30/2017 12:50 PM
City Manager Review
Completed
12/02/2017 8:12 AM
Deputy City Attorney Review
Skipped
12/04/2017 11:07 AM
Approved Form and Correctness
Completed
12/05/2017 6:29 PM
Meeting
Completed
12/14/2017 9:00 AM
Signed by the Mayor
Completed
12/14/2017 7:22 PM
Signed and Attested by the City Clerk
Completed
12/14/2017 7:23 PM
Legislative Division Review
Completed
12/20/2017 1:24 PM
Deputy Attorney Review
Completed
12/20/2017 3:22 PM
Approved Form and Correctness with
Modification(s)
Completed
Rendered
Completed
12/21/2017 12:39 PM
File Number: 3337
City of Miami
Legislation
Resolution
Enactment Number: R-17-0594
City Hall
3500 Pan American Drive
Miami, FL 33133
www.miamigov.com
Final Action Date:12/14/2017
A RESOLUTION OF THE MIAMI CITY COMMISSION, WITH ATTACHMENT(S),
OFFICIALLY ACKNOWLEDGING THE CITY CLERK'S CERTIFICATION OF
THE RESULTS OF THE REFERENDUM SPECIAL ELECTION HELD ON
NOVEMBER 7, 2017, AS APPROVED PURSUANT TO RESOLUTION NO. 17-
0575 ADOPTED DECEMBER 14, 2017, FOR A CHARTER AMENDMENT
AMENDING THE CHARTER OF THE CITY OF MIAMI, FLORIDA, AS
AMENDED ("CHARTER") BY AMENDING SECTION 29-B OF THE CHARTER,
ENTITLED "CITY -OWNED PROPERTY SALE OR LEASE -GENERALLY", TO
AUTHORIZE THE CITY MANAGER BY A FOUR-FIFTHS (4/5THS)
AFFIRMATIVE VOTE OF THE CITY COMMISSION ("COMMISSION") TO
WAIVE COMPETITIVE BIDDING AND TO EXECUTE A FIFTH AMENDMENT
("FIFTH AMENDMENT") TO THE LEASE AGREEMENT ("LEASE") BETWEEN
THE CITY OF MIAMI ("CITY") AND ALIGNED BAYSHORE MARINA, LLC
("BAYSHORE MARINA"), ALSO KNOWN AS MONTY'S, FOR CITY -OWNED
WATERFRONT PROPERTY LOCATED AT 2550 SOUTH BAYSHORE DRIVE,
MIAMI, FLORIDA ("PROPERTY"), TO EXTEND THE CURRENT LEASE TERM
BY AN ADDITIONAL TERM OF APPROXIMATELY THIRTY-TWO (32) YEARS
(TO EXPIRE MAY 31, 2067) WITH TWO (2) ADDITIONAL TEN (10) YEAR
OPTIONS TO RENEW FOR A TOTAL TERM OF FIFTY TWO (52) YEARS (TO
EXPIRE MAY 31, 2087); AN ADDITIONAL MINIMUM RENT PAYMENT OF
TWO HUNDRED THOUSAND DOLLARS ($200,000.00) PER LEASE YEAR (A
MINIMUM OF TEN MILLION DOLLARS [$10,000,000.00] OVER THE BASE
TERM OF THE AMENDED LEASE) OR ONE AND THREE QUARTERS
PERCENT (1.75%) OF GROSS RENT RECEIPTS FROM THE PROPERTY,
WHICHEVER IS GREATER, AS ADDITIONAL RENT DUE TO THE CITY AND,
COMMENCING JANUARY 1, 2019, MINIMUM ANNUAL TOTAL RENT
(INCLUSIVE OF THE ADDITIONAL MINIMUM RENT) SHALL BE ONE MILLION
FIVE HUNDRED THOUSAND DOLLARS ($1,500,000.00), PLUS AN
ADDITIONAL TWENTY FIVE THOUSAND DOLLARS ($25,000.00) TO BE PAID
ON AN ANNUAL BASIS FOR THE FULL AMENDED TERM TO A SPECIAL
FUND TO BE ESTABLISHED BY THE CITY FOR THE BENEFIT OF LOW
INCOME HOUSING RENOVATION; FURTHER PROVIDING CAPITAL
IMPROVEMENTS TO THE PROPERTY OF A MINIMUM OF SEVEN MILLION
FIVE HUNDRED THOUSAND DOLLARS ($7,500,000.00) TO BE SPENT
WITHIN THREE (3) YEARS OF THE ELECTORATE'S APPROVAL OF THE
FIFTH AMENDMENT TO THE LEASE; THE CREATION OF A CAPITAL
ACCOUNT REQUIRING A MINIMUM ADDITIONAL INVESTMENT IN THE
PROPERTY OF FOUR MILLION DOLLARS ($4,000,000.00) OVER THE TOTAL
AMENDED LEASE TERM INCLUSIVE OF THE RENEWAL OPTIONS;
REQUIRING A TRANSFER FEE PAYMENT TO THE CITY IF THE PROPERTY
IS TRANSFERRED OR ASSIGNED; AND FURTHER REQUIRING A
REFINANCING FEE PAYMENT TO THE CITY SHOULD THE PROPERTY BE
REFINANCED AFTER THE INITIAL REFINANCING; AND PURSUANT TO
SECTION 29-B OF THE CHARTER, ENTITLED "CITY OWNED PROPERTY
SALE OR LEASE -GENERALLY," AND SUBPART A, SECTION 3(F)(III),
ENTITLED "POWERS," TWO (2) INDEPENDENT APPRAISALS HAVING BEEN
OBTAINED BY THE CITY AFFIRMING FAIR MARKET VALUE OF THE
PROPERTY; ACKNOWLEDGING THE CITY'S SEPARATE AUTHORIZATION
BY RESOLUTION NO. 17-0323 ADOPTED JULY 13, 2017 OF THE CITY'S
RELATED MODIFICATION OF SUBMERGED LANDS LEASE AND WAIVER OF
DEED RESTRICTIONS REQUIRED WITH THE STATE OF FLORIDA, BOARD
OF TRUSTEES OF THE INTERNAL IMPROVEMENT TRUST FUND, AND
OTHER RESTRICTIONS, REVERSIONS, AND RETENTION BY THE CITY OF
ALL OTHER RIGHTS.
WHEREAS, the City of Miami ("City") is the owner of the waterfront property located at
2550 South Bayshore Drive, Miami, Florida ("Property"); and
WHEREAS, pursuant to the Lease Agreement originally dated September 20, 1985, as
supplemented and amended ("Lease"), Aligned Bayshore Marina LLC ("Bayshore Marina")
currently leases the Property, also known as Monty's, from the City; and
WHEREAS, the City and Bayshore Marina desire to enter into a Fifth Amendment to the
Lease which will extend the current lease term by an additional term of approximately thirty-two
(32) years (to expire May 31, 2067) with two (2) ten (10) year options to renew for a total term of
fifty-two (52) years (to expire May 31, 2087); increase minimum rent payment by an additional
two hundred thousand dollars ($200,000.00) per lease year for a minimum of ten million dollars
($10,000,000.00) over the base term of fifty (50) years or one and three quarters percent
(1.75%) of gross rent receipts from the Property, whichever is greater, as additional rent due to
the City, and commencing January 1, 2019, minimum annual total rent (inclusive of the
additional minimum rent) shall be one million five hundred thousand dollars ($1,500,000.00),
plus an additional twenty five thousand dollars ($25,000.00) to be paid on an annual basis for
the full amended term to a special fund to be established by the City for the benefit of low
income housing renovation; further providing capital improvements to the Property of a
minimum of seven million five hundred thousand dollars ($7,500,000.00) to be spent within
three (3) years of the electorate's approval of the Fifth Amendment to the Lease; further creating
a capital account requiring a minimum additional investment in the Property of four million
dollars ($4,000,000.00) over the total amended Lease term inclusive of the renewal options;
requiring a Transfer Fee payment to the City if the Property is transferred or assigned; and
further requiring a Refinancing Fee payment to the City should the Property be refinanced after
the initial refinancing; and
WHEREAS, of the additional rent due to the City generated annually by this Lease, the
City will donate one half of one percent (0.5%) of these revenues towards the same special fund
to be established by the City for the benefit of low income housing renovation; and
WHEREAS, pursuant Section 29-B of the Charter of the City of Miami, Florida, as
amended, ("Charter"), entitled "City Owned Property Sale or Lease -Generally", and Subpart A,
Section 3(f)(iii), entitled "Powers", the City has received two (2) independent appraisals affirming
the fair market value of the Property; and
WHEREAS, in a separate but related matter, (1) the City Commission on July 13, 2017
adopted Resolution No. 17-0323 authorizing the City Manager to negotiate and execute the
required Modification of Submerged Lands Lease ("Submerged Lands Lease") and Waiver of
Deed Restrictions ("State Waiver") with the State of Florida, Board of Trustees of the Internal
Improvement Trust Fund ("State") for the submerged lands areas related to the Property
("Submerged Lands"), (2) the State has previously acknowledged Bayshore Marina's Lease with
the City, Bayshore Marina's subleasing of the Submerged Lands, and improvements
contemplated to be undertaken by Bayshore Marina on the Submerged Lands, and (3) once the
City and the State have executed the Submerged Lands Lease and the State Waiver, the City
and Bayshore Marina will execute the related sublease for the Submerged Lands with required
restrictions, reversions, and retention by the City of all other rights; and
WHEREAS, the City Commission ("Commission") has determined that the Fifth
Amendment to the Lease is in the City's best interest; and
WHEREAS, on November 6, 2017, qualified electors of the City voted in a Referendum
Special Election authorizing the Commission by a four-fifths (4/5ths) affirmative vote to waive
competitive bidding and to proceed with execution of the Fifth Amendment to the Lease; and
WHEREAS, the Commission officially acknowledged the City Clerk's certification of the
results of the Referendum Special Election held on November 7, 2017, as approved pursuant to
Resolution No. 17-0575 adopted December 14, 2017;
NOW, THEREFORE, BE IT RESOLVED BY THE COMMISSION OF THE CITY OF
MIAMI, FLORIDA:
Section 1. The recitals and findings contained in the Preamble to this Resolution are
adopted by reference and incorporated as if fully set forth in this Section.
Section 2. Pursuant to the City Clerk's certification of the results of the Referendum
Special Election held on November 7, 2017 as approved pursuant to Resolution No. 17-0575
adopted December 14, 2017, the City Manager is hereby authorized by a four-fifths (4/5ths)
affirmative vote of the Commission to waive competitive bidding and to execute a Fifth
Amendment to the Lease between the City and Bayshore Marina for the Property extending the
current Lease term by an additional term of approximately thirty two (32) years (to expire May
31, 2067) with two (2) additional ten (10) year options to renew for a total term of fifty two (52)
years (to expire May 31, 2087); for an additional payment of two hundred thousand dollars
($200,000.00) per Lease year (a minimum of ten million dollars [$10,000,000.00] over the base
term of the amended Lease) or one and three quarters percent (1.75%) of gross rent receipts
from the Property, whichever is greater, as additional rent due to the City and, commencing
January 1, 2019, minimum annual total rent (inclusive of the additional minimum rent) shall be
one million five hundred thousand dollars ($1,500,000.00), plus an additional twenty five
thousand dollars ($25,000.00) to be paid on an annual basis for the full amended term to a
special fund to be established by the City for the benefit of low income housing renovation;
further providing capital improvements to the Property of a minimum of seven million five
hundred thousand dollars ($7,500,000.00) to be spent within three (3) years of the electorate's
approval of the Fifth Amendment to the Lease; the creation of a capital account requiring a
minimum additional investment in the Property of four million dollars ($4,000,000.00) over the
total amended Lease term inclusive of the renewal options; requiring a transfer fee payment to
the City if the Property is transferred or assigned; and further requiring a refinancing fee
payment to the City should the Property be refinanced after the initial refinancing.
Section 3. Pursuant to Section 29-B of the Charter, entitled "City owned property sale
or lease — Generally" and Subpart A, Section 3(f)(iii), entitled "Powers", receipt of two (2)
independent appraisals obtained by the City affirming the fair market value of the Property is
hereby acknowledged.
Section 4. The City's separate authorization by Resolution No. 17-0323 adopted July
13, 2017 for the City's related modification of the submerged lands lease and waiver of deed
restrictions required with the State of Florida, Board of Trustees of the Internal Improvement
Trust Fund, and other restrictions, reversions, and retention by the City of all other rights is
hereby acknowledged.
Section 5. This Resolution shall become effective immediately upon its adoption and
signature of the Mayor.'
APPROVED AS TO FORM AND CORRECTNESS:
1
ria ndez, ity ttor ey 121512017
' If the Mayor does not sign this Resolution, it shall become effective at the end of ten (10) calendar days
from the date it was passed and adopted. If the Mayor vetoes this Resolution, it shall become effective
immediately upon override of the veto by the City Commission.