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Agenda 07-24-03I. Call to Order. COMMUNITY REDEVELOPMENT AGENCY Tuesday, July 24, 2003 Library Boynton Beach 6:00 P.M. ~'t'. Roll Call. III. Agenda Approval: IV. V. Consent Agenda. Public Audience. VI. Public Hearing VII. Director's Report: VIII. Old Business: IX. New Business: A. Workshop on 2003-2004 CRA budget Other Items: XI. Adjournment. Any person who decides to appeal any decision of the Community Redevelopmem Advisory Board with respect to any matter considered at this mee[ing will need a record of the proceedings and for such purpose may need to ensure that a verbatim record of the proceedings is made, which record includes the testimony and evidence upon which the appeal is to be based. The CRA shall fumish appropriate auxiliary aids and services where necessary to afford an individual with a disability an equal opportunity to participate in and enjoy the benefits of a service, program, or activity conducted by the CRA. Please contact Douglas Hutchinson at 561-737-3256 at least twenty-four hours prior to the program or activity in order for the CRA to reasonably accommodate your request. Community Redevelopment Agency 2003~2004 Budget with 2004 to 2008 Budget Forecasts City of Boynton Beach CRA 639 E. Ocean Ave., Suite 107 Boynton Beach, FL 33435 561-737-3256 City of Boynton Beach Community Redevelopment Agency Budget Projections 06~24~2O03 Please find attached the first draft of the CRA Budget for October 1, 2003 to September 30, 2004. Staff has proposed a five-year budget forecast with income and expense items as well as program and projects. The programs are defined as proposed "Implementation Vision Programs" to upgrade the quality of development within the CRA Area. The following notes highlight all major items within the budget in an attempt to provide insight as to their origination and future destination. All budgeted items may be considered individually or as a group for discussion. Please review and give direction to staff. TIF Revenue: The Revenue is based upon actual tax appraiser offices 2003 values and the projections of projects coming on line between the years of 2003- 2008. The CRA TIF income is derived by two factors; first is the "New Construction" within the district. This is generated by new projects. The CRA captures the difference between the base evaluation 2002 and the new appraised value. These increments are generally depicted as "Projects". The second area of TIF revenue is generated from Real Estate appreciation in the CRA District. For 2003/2004 the appreciation is very substantial; 14.2% or $57,885,483.00 in tax base. Staff has discounted the tax collectors percentage to make allowance for exemptions and disputed adjustments; therefore we are projecting an 11% increase. Staff is forecasting a dropping appreciation rate for the five-year forecasts due to concerns about sustaining the appreciation increase in the future market place. Projects: Projects with a (*) are projected to qualify for direct incentives. Projects incentive impacts are figured at the maximum incentive. Projects statuses are projects publically announced, in site plan approval, approved or permitted. Appreciation: evaluation in evaluation. The appreciation the CRA for the is generated by taking the entire tax base previous year subtracted for the current tax Each taxing entity that contributed to the Boynton Beach CRA is listed separately. Note hat the CRA receives 95% of the increment taxes from each. (See detailed Spread Sheet on page 4 of Excel) Recapture of TIF Loan Principle: The TIF money from the proposed Arches Incentive to repay the proposed Incentive Loan. TIF Loan Interest: Interest paid by the Arches on the proposed TIF Loan figured at 2%. Interest Income on Reserves: Interest the CRA receives from investing reserve funds. Personnel: This budget category includes four positions, Executive Director, Administrative Assistant, Controller and Secretary with the Assistant Director scheduled to be added in 2006-2007. The attach spreadsheet includes salary, taxes, workers compensation, health insurance, life insurance and retirement for all positions for the years 2003-2008. Three of these positions are currently budgeted and advertisement has been placed for the Secretary Position. This year's budget reflects proposed salary adjustments of $8,000.00 Executive Director, $8,500.00 Controller, $8,000.00 Administrative Assistant and a new Secretary position of $20,000.00 Future years reflect a 3% average annual increase in wages. 2 PERSONNEL 2003-2004 Director Controller Administrative Assistant Secretary Annual Salary $ 88,000.00 $ 48,500.00 $ 43,OOO.OO $ 20,000.00 Employers Workers FICA Comp 7.5% $ 38.00 $ 6,900.00 $ 456.00 $ 3,637.50 $ 456.00 $ 3,225.00 $ 456.00 $ 1,500.00 $ 456.00 Health Insurance $ 350.0O $ 4,200.00 $ 4,200.00 $ 4,200.00 $ 4,200.00 Life Insurance $ 15.00 $ 180.00 $ 180.00 $ 180.00 $ SEP IRA 5% $ 4,000.00 $ 2,375.00 $ 2,000.00 $ 03-04 $103,436.00 $ 59,348.50 $ 53,061.00 $ 26,156.00 Total PERSONNEL 2004-2005 Director Controller Administrative Assistant Secretary $199,500.00 Annual Salary $ 90,640.00 $ 49,955.00 $ 44,290.00 $ 20,600.00 $14,962.50 $ 1,824.00 Employers Workers FICA Comp 7.5% $ 38.00 $ 6,798.00 $ 456.00 $ 3,746.63 $ 456.00 $ 3,321.75 $ 456.00 $ 1,545.00 $ 456.00 $16,800.00 Health Insurance $ 381.50 $ 4,578.00 $ 4,578.00 $ 4,578.00 $ 4,578.00 $ 540.00 Life Insurance $ 15.00 $ 180.00 $ 180.00 $ 180.00 $ 180.00 $ 8,375.00 SEP IRA 5% $ 4,377.50 $ 2,497.75 $ 2,214.50 $ 1,030.00 $242,001.50 04-05 $107,184.00 $ 61,413.38 $ 55,O4O.25 $ 28,389.00 Total PERSONNEL 2005-2006 Director Controller Administrative Assistant Secretary $205,485.00 Annual Salary $ 93,359.00 $ 51,453.65 $ 45,619.00 $ 24,218.00 $15,411.38 $ 1,824.00 Employers Workers FICA Comp 7.5% $ 40.00 $ 7,001.93 $ 480.00 $ 3,859.02 $ 480.00 $ 3,421.43 $ 480.00 $ 1,816.35 $ 480.00 $18,312.00 Health Insurance $ 416.50 $ 4,998.00 $ 4,998.00 $ 4,998.00 $ 4,998.00 $ 720.00 Life Insurance $ 15.oo $ 180.00 $ 180.00 $ 180.00 $ 180.00 $10,119.75 SEP IRA 6% $ 4,508.83 $ 2,572.68 $ 2,280.95 $ 1,210.90 $252,026.63 05-06 $110,686.88 $ 63,543.36 $ 56,979.38 $ 32,903.25 Total PERSONNEL 2006-2007 Director Assistant Director Controller Administrative Assistant Secretary $214,649.65 Annual Salary $ 96,160.00 $ 55,000.00 $ 52,997.26 $ 46,987.00 $ 24,944.54 $16,098.72 $ 1,920.00 Employers Workers FICA Comp 7.5% $ 42.00 $ 7,212.00 $ 504.00 $ 4,125.00 $ 480.00 $ 3,974.79 $ 504.00 $ 3,524.03 $ 504.00 $ 1,870.84 $ 504.00 $19,992.00 Health Insurance $ 454.00 $ 5,448.00 $ 4,998.00 $ 5,448.00 $ 5,448.00 $ 5,448.00 $ 720.00 Life Insurance $ 15.00 $ 180.00 $ $ 180.00 $ 180.00 $ 180.00 $10,573.36 SEP IRA 5% 4,5O8.83 2,649.86 2,349.35 1,247.23 $264,112.86 06-O7 $114,312.00 $ 64,603.00 $ 65,753.92 $ 58,992.38 $ 34,194.61 Total PERSONNEL 2007-2008 Director Assistant Director Controller Administrative Assistant Secretary $276,088.80 Annual Salary $ 99,045.00 $ 56,650.00 $ 54,587.18 $ 48,397.00 $ 25,692.88 $20,706.66 $ 2,496.00 Employers Workers FICA Comp 7.5% $ 42.00 $ 7,428.38 $ 504.00 $ 4,248.75 $ 504.00 $ 4,094.04 $ 504.00 $ 3,629.78 $ 504.00 $ 1,926.97 $ 504.00 $26,790.00 Health Insurance $ 500.00 $ 6,000.00 $ 6,000.00 $ 6,000.00 $ 6,000.00 $ 6,000.00 $ 720.00 Life Insurance $ 15.00 $ 180.00 $ 180.00 $ 180.00 $ 180.00 $ 180.00 $10,755.27 SEP IRA 5% $ 4,644.09 $ 2,832.50 $ 2,729.36 $ 2,419.85 $ 1,284.64 $337,855.90 07-08 $118,109.63 $ 70,415.25 $ 68,094.58 $ 61,130.63 $ 35,588.49 Total $284,372.06 $21,327.90 $ 2,520.00 $30,000.00 $ 900.00 $13,910.44 $353,338.57 3 Professional Services: The following services, studies, etc are proposed: Legal - The CRA is budgeting $44,000.00 for 2003-2004 Legal Services based upon the average of $3,337.00 per month. Legal Service spending was an average of $3,717.00 per month for 7 months in 2002-2003. City Staff - The CRA has retained the services of the City Clerks Office for recording the minutes. The budget of $6,000.00 was based upon the average of $500.00 per month. The City Staff average for 2002-2003 was $500.00 per month for 5 months. Contractor Services - The CRA will retain contracted service for projects specified in the 2003-2004 Budget and projected projects for the 5-year budget. The following projects are set to start in 2003-2004: BBB Redevelopment Study Design Overlay Guidelines Downtown Parking Need Analysis Miscellaneous $ 36,000.00 $ 75,000.00 $ 35,000.00 $ 24,000.00 Boynton Beach Boulevard study is the completion of work started under the RPMK Contract in 2002-2003. The Design Overlay Guidelines in the completion of work started under the RPMK Contract in 2002-2003. Downtown Parking Needs Analysis: The CRA is proposed to secure surface parking for the general public and constructed a potential parking deck for future growth in the CBD. The Parking Needs Study would be used to quantifiably define potential general public parking needs. Audit - The CRA will enter into a contact with an outside CPA firm for our Outside Audit in July 2003. This contract will carry forward for a period of three years with an extension of two years available. The base fee is projected at $5,900.00 for 2003, 2004 and 2005 with an extension for 2006 and 2007. Staff is also proposing to leave $1,600.00 in the event extra services are needed for year one and $2,600.00 for years two and three as needed. 4 Maintenance and Cleaning - The category of Maintenance and Cleaning will include cleaning of the CRA offices, repair and maintenance of the equipment and offices. The maintenance and cleaning was calculated at: $150.00 per month x 12 Repair on Equipment Repair on Office Space Total $1,800.00 per year $ 500.00 peryear $ 500.00 peryear $2,800.00 IT Support - City's IT Department will provide for support, service and maintenance for our computer hardware, software and internet as per the approved 2003 contract. The budget for 2003-2004 contains: City of BB IT support Carillon Accounting Software Total $12,360.00 per year $ 1,000.00 per year $13,360.00 Office Lease / Utilities: The CRA is now leasing offices from Gene Moore with the office, conference area and workspace within the same room. The CRA is planning to move into new offices in Year Two with a projected lease space rate of $24.00 per square foot for 3,000 square feet for three years. The phone, electric, water, sewer and trash have been calculated with this move in future plans. Rent: Year 1 Rent & CAM $1,176.00 x 12 = $14,112.00 Year 2 move offices 3,000 Sq Ft. x $24 per Ft= $72,000.00 No increase years 3 through 5 Phone: Cell phones $100.00 x 12= T-1 line $230.00 x 12= Phones $300.00 x 12 = Total Phone 5% increase years 2 through 5 $1,200.00 $2,760.00 $3,600.00 $7,560.O0 Electric: Electric average per month for 7 months of 2002-2003 = $156.25 Year 1 Electric $156.25 x 12 = $1,875.00 Year 2 double electric due to CRA move to new office space. 5 Equipment Leases: The CRA is now leasing the copier and the postage machine. The contract on the copier is a three-year contract and the postage machine is a year-to-year contract. Copier $343.00 per month - three year lease ends 10/05 $ 4,117.00 Postage $19.95 per month - one year lease ends 06/04 $ 239.00 Total Equipment Lease $ 4,356.00 Projecting a $100.00 per month increase in copier starting 10/05 in increased usage. Insurance: The CPA's General Liability Insurance includes coverage for Activities, Festivals and Events. The property insurance covers the contents within the CRA office. The CRA also carries a Surety Bond and Professional Insurance for the CRA and employees. Property/General Liability $ 1,438.00 Surety Bond $ 350.00 Professional $ 3,900.00 Total Insurance $ 5,688.00 Insurance is calculated at 10% increase years two -five. Travel /Entertainment: Travel, Business Meetings and Work Shops- The CRA attends business meetings with Developers, Community Groups and Professional Organizations to promote the work of the CRA and the betterment of the City of Boynton Beach. Staff is projecting six CRA Board Workshops throughout the 2003-2004 year with one large meeting proposed announce several projects within the same area will be held. It is proposed that the CRA attend the Annual Florida Redevelopment Association Conference scheduled October 2003 in Tampa Florida. Staff and Board Members will attend the conference in order to increase and update their knowledge of redevelopment and emerging issues and trends in Florida. The Florida Government Financial Officers Association (FGFOA) Conference, which is held in November 2003 in Sarasota, will be attended by the Controller in order in increase and update her knowledge on Government Finance in Florida. There will also be one Career Development Conference throughout the year. The CRA will be obtaining information on several delivery services for package of the CRA in order to obtain the best price. 6 Promotional/Business Meetings Promotional / Business Meeting $400.00 per month for 02-03 CRA Meetings / Events Workshops Association Meetings Total Business Meeting With an increase in Years Two thru Five $ 4,800.00 $ 3,000.00 $ 504.00 $ 8,304.00 Seminars Florida Redevelopment Association Conference Registration Room 3 Meals per day x 3 days Miles 360 x $ .31 7 people with a room for each and 3 meals a day for 3 days and two cars driving 7@ $ 275.00 $ 1,925.00 7@ $ 135.00 $ 945.00 7@ $ 41.00 $ 861.00 2@ $ 0.31 $ 223.20 $ 3,954.20 Seminar(s) TBD Registration Hotel Meals Air Fare Miscellaneous 1 person with a room, 3 days, and air travel $ 375.00 $ 15o.oo $ 41.00 $ 600.00 $ 200.00 meals a day for 3 $ 375.00 $ 450.00 $ 123.00 $ 600.00 $ 200.00 $ 1,748.00 FGFOA-School of Government Accounting Registration Hotel Meals Miles 1 person with a room, 3 days, and one car driving $ 185.00 $ $ 11o.0o $ $ 41.00 $ $ 0.31 $ $ meals a day for 5 185.00 550.00 205.00 93.00 1,033.00 Total Seminars $ 6,735.20 Mileage & Delivery Services $90.00 average per month for 02-03 Total Mileage & Delivery Services $ 1,080.00 $ 1,080.00 Car Allowance Director $138.46 x 26 = $3,600.00 Total Car Allowance Director $ 3,600.00 $ 3,600.00 Office Supplies: The CRA Board supplies, office drinks, paper products and cleaning supplies are accounted for under Office Expense. Office Expense board supplies, drinks, paper products, cleaning products 02-03 $875.00 = $125.00 per month. $ 1,500.00 Office Supplies related to pens, paper, disk, ink and general office products within the Office Supplies category. Office Supplies- pens, paper, disk, ink, paperclips and general office products.02-03 $4375.00 = $625.00 per month. $ 7,500.00 Total Office Supplies $ 9,000.00 Licenses, Membership & Subscription, Books & Publication: The CRA will incur expenses for licenses, fees or permits which are not project related. The CRA also uses several publications in general every day operations, for grant sources, business incubator ideas and trends for redevelopment within CRA Areas. Memberships / Subscription Chamber of Commerce BB Costco Membership FRA ULI CD Publication Chronicle of Philanthropy Palm Beach Post Sun Sentinel Dailey Business Review PB Convention Board of Director Position Realtor Society Calculated 5% increase per years two - five $ 250.00 $ 80.00 $ 495.0O $ 475.00 $ 475.00 $ 69.50 $ 103.25 $ 156.52 $ 172.00 $ 750.00 $ 290.00 $ 3,316.27 Advertising & Public Notices: During the year, the CRA will need to advertise and place public notices, which are not project related, for the general needs such as workshops, ordinances, etc. Last year's budget of $4,000.00 has been proposed for 2003-2004. Career Development: The CRA is proposing $4,000.00 for career development of the CRA Staff. 8 Office Printing Expense: The CRA is proposing a newsletter and information flyers on CRA projects. The CRA produces project briefing books broken down into North and South Federal Highway, Boynton Beach BIvd, Heart of Boynton and the Central Business District. This line item is for information and booklets that are kept on hand as inventory. These Books include: 20/20 vision, Federal Highway, HOB, BBB Corridor, Ocean District, Design Guidelines and GIS maps. Debt Service/Loan Payment: The CRA has a loan with Bank of America. The starting balance as of October 1,2003 is $2,616,244.49 at 6.56% interest rate. Bonds: The CRA will be consulting with a financial advisor as to the best instruments to fund the programs and projects that the CRA has budgeted. However, three bond issues over the next five years are proposed to meet projected CRA cash needs. Debt costs include issuance and placement at 3%, a required sinking fund at 10% and principal and interest payments. PROGRAMS Office Equipment/Furniture: The CRA will need a computer for the Secretary along with a printer and a printer for running direct print checks with special inks. Staff has also budgeted dollars for office equipment replacement cost as needed. The CRA will need additional equipment in year two due to the office move. Office Leasehold Improvements: The CRA is proposed to move their offices in year two. Staff is anticipating a cost to improve and / or adapt the new offices to meet the needs of the CRA. Web Site - Update Expansion: The CRA started the website in 2002-2003 with the basic designs and some features. The CRA is proposing to expand our web site to include graphics on projects and links to projects sites, links to the City of Boynton Beach, and other advanced features in 2003-2004 and 2004-2005. Staff has also budgeted the cost to maintain the site. Printing Programs: The CRA will begin printing brochures, annual reports, special projects books, articled reprints, etc. Police: The Boynton Beach Police Department provides a considerable amount of basic services for the CRA area today. However, as growth and further development increase, businesses and residents within the CRA area have expressed additional desires for expanded services. It is proposed that the CRA underwrite the following two programs at $175,000.00 each for the initial year. Heart of Boynton The Police Department has plans in the immediate future to adjust staffing levels in one of the zones that is fully within the designated "Heart 9 of Boynton" boundaries. The CRA may want to consider extraordinary coverage due to special conditions with that area. Zone three is that area within the CRA bounded by the C-16 canal on the north, Boynton Beach Blvd. on the south, 1-95 on the west and the ICW on the east. This is an area that for many years experienced a high volume of police activity and calls for service. In the past, it was noted for being one of the worst areas in the county for violence and dreg dealing. In calendar year 2002, Zone three posted a decrease in index crime of 9% compared with calendar year 2001. This was the second year in a row that Zone three posted a decrease in crime. Much progress has been made in this area: improved police/community relations, reduction of crime and an increase sense of safety on the part of residents. Unfortunately, due to the increases in offense frequency and calls for service noted in other areas of the city, the Police Department will be redeploying officers in the immediate future, and will no longer be assigning two officers to Zone three. However, to assure that there is no backsliding with crime stats the CRA wishes to enhance the coverage in Zone three with an initial budget of $175,000.00. Central Business District With the increase in development in the downtown area, many business owners and residents have inquired as to whether the Boynton Beach Police Department will be creating a foot or bike patrol zone in that district. Experience has shown us that for citizens who live, work and conduct business in the heart of our cities, police foot patrol officers provide a positive perception of safety and the severity of the crime problem in a given area. Generally speaking, surveys throughout the county confirm that when foot patrol is added to an area, citizen's fear of typical street crimes goes down and generalized feelings of personal safety go up. We were therefore, not surprised when developers, business owners and potential business owners expressed a desire to see officers on foot in the soon to be redeveloped downtown and marina districts. The influx of visitors to the downtown and marina redevelopment areas will likely result in an increased demand on police services and an increase in the rate of property and violent crime. This will necessitate an additional commitment of manpower to the area, ideally, in the form of foot & bike patrols. Foot and bike patrol coverage for the downtown and marina districts would facilitate a police presence during times of peak pedestrian and vehicular traffic and nighttime security for businesses and residents. For this particular enhanced service, the CRA is proposed to initially fund only two or three officers for this post and assigning those hours that cover 10 the hours of highest concern - primarily night-time hours. The budget is $ 175,000.00 11 Transportation / Trolley: The CRA is proposing a trolley system to help move people around the CBD to avoid the congestion within high density areas. We have a proposal for Mollies Trolley which provides trolleys for West Palm Beach and Avoca in Jupiter. Mollies Trolleys, a minority owner and operated business, is proposing a shuttle which would run up to 7 days a week with quality vehicles, high caliber rivers and a strong management team for support. All of their vehicles are the correct passenger size to move substantial number of passengers but is nimble enough to maneuver around downtown. They are fully licensed and insured. They are proposing a rate of $55.00 per hour for 10 hours per day. Leased Trolley: 5 days per week, 10 hour days 6 days per week, 10 hour days 7 days per week, 10 hour days Day Week Year $550.00 $2,750.00 $143,000.00 $550.00 $3,300.00 $171,600.00 $550.00 $3,850.00 $200,200.00 Exact scheduling will be developed with the area businesses and parking needs assessment. Purchase: Staff is also exploring the possible purchase of a trolley ($45,000.00 to $75,000.00) and having the Parks and Recreation Department provide the trolley maintenance, cleaning and repair; driver supervision, management, training and payroll; insurance ($5million), fuel and reports. The budget, regardless of which program, leasing or ownership, is $150,000.00. Festivals/ Events/ Business Programs Events: The CRA is proposing four events per year within different areas of the CRA. For 2003-2004 the events will be held; A Holiday Event $7,500.00 on Ocean Ave., The Heritage Fest in 2004/ 2005 $7,500.00 on MLK Blvd. and the Wheels Weekend $7,500.00 on Ocean Ave. The Scuba Fest $7,500.00 in the Marina Area is proposed to be created in the 2004 / 2005 year budget. Awards Program: It is proposed that the CRA look into developing an awards program in the CRA. Facade Grants: The CRA will continue the Facade Grant program. This program was established as a matching grant program for dollar for dollar matching up to $15,000 per project. This program was well received as demonstrated by the five applicants and three approvals in the 2002-2003 year. The CRA's $75,000.00 has encouraged $843,535.00 in Private Sector investment. The enhancement of 14 existing commercial buildings ensures a complete unified look in the City of Boynton Beach. Geniuses Business Development and Grant Program Grant: The CRA is proposing initiation of a business program to help local business compete in the changing redevelopment environment. The proposed program will be designed to measure development impact on business; before, during and after redevelopment activities. The program will also facilitate, encourage reorganization and identification of core competency of Targeted Businesses in the Central Business District and the Heart of Boynton District in order to ensure that achieve a competitive level once the proposed redevelopment for those areas are realized. The CRA has assumed the County's Development Regions Grant Program for the Boynton Beach CRA Area. This is a matching grant program for business development and job creation in conjunction with Palm Beach County Economic Development Department. Generally the match is 1/3 Applicant, 1/3 CRA and 1/3 County. The CRA set aside funding in Both Direct Incentives: The Direct Incentive Program is the CRA's primary development incentive program that is in support of the best of the best projects. It is proposed for 2003/2004 that the Direct Incentive Program include an Affordable Access component within the scorings. This element will be required for projects to qualify for incentives. Other adjustments proposed are to require larger site (2 acres or 87,129 Sq Ft) projects to include "Public Amenities". Direct Incentives are generally paid after the project has appeared on the tax assessor's tax roles. The budget line item projection reflects the maximum potential incentive per project, therefore incentive cost maybe less if scoring does not meet full impacts. Direct Incentive Loan: The Direct Incentive Loan program is a request for upfront loading on the Direct Incentive request. This one time loan has had conditional approval by the CRA Board in April 2003. Final approval is conditional on document presentation and review by the CRA Board and the Applicant. PROJECTS BBB/Riverwalk / Promenade Projects: Projected 2003 / 2004 construction of the Boynton Beach BIvd Extension / Promenade Riverwalk / and Design Build Project. HOB Commercial Land Acquisition: The CRA will target key properties for acquisition in support of redevelopment in the Heart of Boynton area. 15 HOB Improvements / Street / Garage: Proposed future expenditures in support of potential private development activities in the Heart of Boynton District. These are proposed to include MLK street reconfigurations and public / private parking facility. Way-Finding Signage: This phase of the Sign Program is to begin signage placements. Signs will support local Business Districts, City Attractions and Facilities, Public Parking and Transportation linkage points. Marina Parking Garage: Proposed garage to provide 70 spaces for both general public and vale parking in the Marina District. The estimated cost would be recovered in less than one year by the increase in land values from the new marina project. TIF Revenue would be in the range of $1,000,000 per year for the Related Marina Project with the cost of the proposed garage parking estimated at $1,050,000.00. ($15,000.00 x 20 spaces) CBD Parking Site: Proposed surface parking spaces to be secured for unrestricted free public use. The lot is Phase I of a Parking Plan to meet general public parking in the Central Business District. CDB Parking Garage 400 Public Spaces: Proposed Phase II Parking deck spaces providing approximately 400 unrestricted free public spaces. ($4,175,000.00 @ +/- $12,000.00) Savage Creatures Complex: Proposed as the next step for the Savage Creatures of Ancient Seas Complex. Historic High School Project: Proposed as support of the rehabilitation of the High School in the Town Square / Arts area of the CRA. This site could be a potential alternative site for office space for the CRA. Miscellaneous Projects: 16 Business "Genesis" Program Premise: The "New Urbanism" many times lacks the reality of providing for extenuating needs that were traditionally incorporated in the "Main Street" contexts. These needs have been pushed aside for Boutique shops, services, etc. Often needs based producers of services supplied by existing businesses are removed from redevelopment areas in favor of Boutique stores. Development codes exclude "Needs Based" Businesses instead of creatively incorporating them into the new redevelopment fabric. The trend to remove local existing Businesses is fueled by the fact that many of those Businesses affected by redevelopment do not evolve with redevelopment markets trends, etc. Therefore the two fold impact of redevelopment change and lack of response by existing "needs based" business is catastrophic. Mission: Create a program that allows measurement of redevelopment impact on business; before, during and after redevelopment activities. Facilitate, encourage reorganization and identification of core competency of existing Businesses in the Central Business District and the Heart of Boynton District in order to ensure a competitive environment once proposed redevelopment for those areas is actualize. Program Description: The CRA proposes a Business Development program that is multifunctional. The program is first concerned with the maintenance and survival of the existing Businesses in the areas targeted for Redevelopment. Secondly generate a realistic assessment of how redevelopment truly affects local businesses in the CRA Areas. In light of the proposed redevelopment of the CBD and Heart of Boynton areas; The Business Development program is designed to identify the strengths and weaknesses of individual business and design tools that if followed will help to secure a future in the area and compete effectively with new businesses that relocate to the area. Develop a business awareness of changing trends, demographic needs, opportunities, etc. of the impending redevelopment. The CRA invasions the design, funding and implementation of this program to be a Joint Venture among several partners. Some Partners that have initially been identified are the Center for leadership Excellence, Palm Beach Community College Florida Association for Micro Enterprise, Inc. and North Wood University. Program Design Phase I: Determine Element Responsibility, Funding Sources and Budgeting Program Scope, Goals and Objectives Development - CRA Development of Program Evaluation Criteria-CRA/ Development of Program Evaluation Periods-CRA/ Program Announcement Launch -Sponsorship Funds Needs Assessment Design and Data Collection - Palm Beach Community College Survey Results Tabulation and Program Elements Development- CRA Specialized Business Consultations - CRA Specialized and Common Program Development CRA Specialized Program Implementation-CRA Core Grant Common Program Implementation -CRA Core Grant Follow up survey to measure impact analysis of survey. - CRA / Phase II. Design Assessment Tool Survey Palm Beach Community College Graduate "Needs Assessment" Course has been identified as a source for the development and collection of the survey tool. The students taking this course will used a guided list of questions to design a survey tool. The survey tool will be design to identify current good and bad trends, over all performance, and needs of each business. This will be followed up with one on one assistance to ensure completion. Phase II1: Identification and Selection Participants Approximately 20 to 50 businesses in the CRA Geographic Area will be identified and asked to attend a formal launch of the Genesis Business Program. Attendees will get an overview of the program and an invitation to participate. During the launch each attendee will be given a survey tool along with detailed instruction for its completion. Phase IV Compilation of Current Business Status and Needs Assessment Identification 1. Collection One on One Interviews 2. Tabulation 3. Analysis and Interpretation of Data 4. One on One Review of Results Phase V Design of program that addresses Common and Individual Needs Phase VI Work with Business owner on implementation of programs Phase VII Development of Program Evaluation Criteria Phase VIII: Development of Program Evaluation Periods ]. Current Status 2. Year One 3. Year Three 4. Year Five Phase IX: Follow up surveys to measure impact. Program Time Line: Subject Program Scope Development Proposal and Budget Development Sole Source Contracts Set Up Internship Program with Local Universities Survey Tool Design Development of Program Evaluation Criteria Development of Program Evaluation Periods Program Launch Event Identification of Business Participants Survey Administration & Collection Result Tools Development One and one work with Business Owners Assignment of Interns to Local Businesses One on One administration of Result Tool Start Date July 2003 August 2003 September 2003 October 2003 October 2003 October 2003 October 2003 October 2003 November 2003 November 2003 February 2004 May 2004 March 2004 Group administration of Common Program Follow Up Survey (Impact Measurement of first year) March 2005 October 2006 Budget Program Launch Event Promotion · Catering · Location · Printing Program Delivery Cost · Survey design · Survey distribution · Survey one on one completion & Business Assessment · Program Tool Development · One on one work with Businesses · Group Administration of Common Programs Impact Measurement · Survey Design · Survey one on one completion & Business Assessment · Analysis · Results MEMO TO : FROM: SUBJECT: DATE: CRA Board Susan Vielhauer Grant Program and Use July 18, 2003 As per the request of the City of Boynton Beach, the CRA has taken over the administration of the County Economic Development Grant. The Economic Development Grant program is designed to stimulate economic growth and increase business opportunities in or adjacent to designated blighted areas of Palm Beach County. These areas are distinguished by high to very high percentages of poverty, Iow total per capita income and high employment. The goal is to encourage economic investment and diversification in the community, increase job growth and entrepreneurial opportunities, revitalize commercial districts and focus on positive human resource development to improve human resource development to improve the quality of life. The CRA will be using this grant in conjunction with the Business Genius Programs for job generation. This Economic Development Grant program is based upon $10,000.00 per one full-time equivalent job creation and retention of that job for 24 months after Grant is completed. The grant is matched with 1/3 County funds, 1/3 CRA funds as a match, and 1/3 applicant funding. Memo To: From: Subject: Date: CRA Board Douglas Hutchinson Downtown Parking, Traffic Management, Security, and Garage July 17, 2003 As Boynton Beach turns from the rural/suburban setting in the Downtown to an urban density, many aspects of the roles of the public and private sectors will dramatically evolve. One is the emerging of the need to manage public spaces, access, parking, security and transportation. The good news is that Boynton has the ability to address these issues early in the redevelopment through the CRA before they become negative issues. It should be noted that these issues are not things that might happen but rather are "givens" in Downtown Development. Also gone is the concept that one private group or entity is responsible for the tasks described. The highest density areas must have coordination and direction from all stake holders in order to work. The concepts of developing public/private urban amenities are not optional, and are designed to address the overall area. Perceptions of conditions are what shape the public's image of an area. The plan should be addressing what a client, visitor, etc. experience in the area. CBD has been working on a public parking program and as defined in the 20/20 Plan, which has as its centerpiece the Congregational Church site at Federal Highway and Boynton Beach Boulevard/Ocean Ave. Through direct contact, the church asked for the opportunity to stay in the Downtown instead if being relocated out of Downtown. In addition to the Church site, the adjacent Kaleel property and a few other properties were recommended for condemnation for assembly as a parking site. These property owners have been encouraged to redevelop. The result is an owner driven Redevelopment Plan for the block. This Plan incorporates the public parking needs in phases from surface parking through a parking garage with ultimately free public spaces in the range of 400. The church land appraised for $50.00 per square foot and the value is supported by several comps in the area. The appraisal valued the property as land only, no building structure value. The total price for the south church lot and parking is $2,000,000. The new value for the north parking lot would be $789,400. It should be noted that the earlier appraisals were based on limited number of stories. The new appraisal starts over and uses an entirely new appraisal process which takes into account the 150 height and new densities therefore, the price per usable level or floor comes to around $15.75 per square foot. This would make the total value of the church properties approximately $2,800,000. The old values were $1,500,000 for the church lot with parking and $190,000 for the north parking lot. I believe that we can secure parking rights for the surface lot and then a parking deck in a single contract constructed in a two phase process. First the surface lot rights for +/- $1,750,000 cash plus a portion of the former FEC site for redevelopment which the City now owns, and later, at our option, a parking deck with 400 public parking spaces fully maintained for $3,000,000 or a total cost of +/- $4,750,000 (400 spaces at $12,000 cost including land). The public would have free access, no maintenance costs, etc. The CRA would not have to acquire the land and deal with bidding out project(s) to have the parking built. This saves the CRA about $1,000,000, and we do not have to relocate businesses or churches which would be additional costs. All in all, I think the final savings could be around $2,000,000 plus maintenance savings. The local property owners are signing agreements amongst themselves so that each can be part of the new project. The church and hardware store are anticipated to remain, but be redeveloped in the project. The project is driven by private property owners and development. We are simply securing free public parking. I know there will be more details, but what do you think about the concept? Marina District The CRA in combination with Marina Property Owners, Businesses, BODA and the City have created a concept for the first phase of a CBD plan for f the Marina District. This district is the first area in the CBD to begin construction and urbanization. The elements include: parking (surface and garages) security and transportation. The Related Group has consented to the CRA contributing to a parking garage expansion of 70 more cars, the cost estimates were given at $15,000 per space on +/- $1,050,000 in costs. Other issues such as police and transportation have been included in CRA Budget projections The CRA Budget projects the plan costs over the next five years. Proposed Future Public Parking (surplus) Currently the Blue Lagoon Project includes provisions for an additional parking deck level or about 200 extra spaces directly in the Marina District. The CRA Direct Incentive has set thresholds to encourage public amenity development within large CBD projects. This project developer has proposed this major contributing public amenity to qualify for incentive dollars. Signage Note that the management of physical sites, transportation linkage and security for the area need to be supported by way finding signage. Without the signage, very little can be accomplished in the management of parking and congestion in the CBD. Forecast for Expenditures Ending September 31,2003 Community Redevelopment Agency of Boynton Beach Beginning Balance Revenues TIF Taxes $1,330,408.92 City Transfer Funds $ 17,834.98 Hall Property Transfer $ - Grant Funding $ _ Interest Income $ 57,690.31 Other Income $ _ Total Revenue $1,405,934.21 Expenditures Personnel Cost Salaries Salary Expense $ 59,615.30 Contract Labor $ 41,982.56 Total Salaries $ 101,597.86 Payroll Taxes $ 5,641.99 Workers Comp $ 1,463.94 Health Insurance $ 6,564.35 Life Insurance $ _ Total Personnel Cost $ 115,268.14 Professional Services Legal $ 29,742.75 City Staff $ 2,710.88 Contracted Services $ 17,347.48 Audit $ Maint. & Cleaning $ 1,854.00 I.T. Support $ 647.50 Total Professional Services $ 52,302.61 Office Rent Expense $ 7,960.00 Phone Expense $ 5,818.17 Electric Expense $ 1,093.65 Office Total $ 14,871.82 Equipment Leases Expenses $ 2,219.29 Insurance Property Insurance $ 596.94 Bond/Liability Insurance $ 326.03 Professional Insurance $ 3,904.00 Insurance Total $ 4,826.97 Travel Expense Business Meetings $ 3,093.93 Seminars $ 2,768.34 Mileage & Delivery Services $ 633.57 Car Allowance- Director $ 2,353.82 Total Travel Expenses $ Office Supplies $ YTD Projected 2002/2003 Expenditures Ma}, to September $ 5,790,391.00 YTD Totals 2002-2003 $ 5,790,391.00 $ 1,330,408.92 - $ 17,834.98 - $ - - $ - 26,400.00 $ 84,090.31 - $ - $ 26,400.00 $1,432,334.21 $ 47,692.24 $ $ 47,692.24 $ 3,567.O4 $ - $ 3,969.68 $ 180.00 $ 55,4O8.96 $ 107,307.54 $ 41,982.56 $ 149,290.10 $ 8,209.03 $ 1,463.94 $ 10,474.03 $ 540.0O $ 169,977.10 $ 14,257.25 $ 3,289.12 $ 72,652.52 $ 7,500.00 $ 846.00 $ 5,998.00 $ 104,542.89 $ 44,000.00 $ 6,000.00 $ 90,000.00 $ 7,500.00 $ 2,700.00 $ 6,645.50 $ 156,845.50 $ 4,480.00 $ 2,181.83 $ 1,006.35 $ 7,668.18 $ 1,380.71 $ 653.06 $ $ $ 653.06 $ 12,440.00 $ 8,000.00 $ 2,100.00 $ 22,540.00 $ 3,600.00 $ 1,250.00 $ 326.03 $ 3,904.00 $ 5,480.03 8,849.66 5,124.06 $ 1,838.07 $ 1,225.00 $ 216.43 $ 554.18 $ 3,833.68 $ 4,875.94 $ 4,932.00 $ 3,993.34 $ 850.00 $ 2,908.00 $ 12,683.34 $ 10,000.00 Forecast for Expenditures Ending September 31,2003 Licenses, Books, Publication Licenses, Fees, Permits Memberships, Subscriptions Books & Publication Total Licenses, Books, Publicatio Advertising & Public Notices Career Development Printing Office Expense Miscellaneous Expense Debt Service Principal Payment Interest Expense Total Debt Service Operating Expense YTD Change YTD 2002/2003 in Totals May Value 2002-2003 $ 179.50$ 70.50 $ 2,159.37 $ 840.63 $ 130.76 $ 119.24 $ 2,469.63 $ 1,030.37 $ 300.00 $ 1,400.00 $ 1,258.33 $ 1,000.00 $ 2,223.69 $ 2,000.00 $ 221.79 $ 278.21 $ 250.00 $ 3,000.00 $ 250.00 $ 3,500.00 $ 1,700.00 $ 2,258.33 $ 4,223.69 $ 500.00 $ 63,653.37 $ 66,987.16 $ 94,995.77 $ 91,661.97 $ 130,640.53 $ 186,657.74 $ 158,649.14 $ 158,649.13 $ 317,298.27 $ 368,585.13 $ 342,721.13 $ 710,606.26 PROGRAMS Office Equipment/Furniture $ Office Leasehold Improvements $ Printing Programs $ Festivals/Events/Seminars $ Fa(~ade Grants $ Economic Incentive Grants $ PROJECTS Relax Inn Closing & Demo $ Riverwalk/Promenade Projects $ MLK Commercial $ Way-Finding Signage $ Riverwalk / Promenade Land $ High School Project $ TOTALS EXPENSES $1,602,106.95 Note Payable $ TOTAL RESERVE BALANCE $ 5,594,218.26 23,555.94 1,285.70 886,135.30 874.22 3,400.00 13,582.12 282,111.19 1,475.87 $ 1,000.00 $ 714.30 $ 15,000.00 $ 8,898.52 $ 100,000.00 $ 35,000.00 $ $ 154,125.78 $ 5,000.00 $ 7,917.88 $ 200,000.00 $ (976.00) $ 869,401.61 $ _.$(843,001.61) $ 24,555.94 $ 2,000.00 $ 15,000.00 $ 30,000.00 $ 100,000.00 $ 35,000.00 $ 886,135.30 $ 155,000.00 $ 8,400.00 $ 21,500.00 $ 482,111.19 $ 499.87 2,470,808.56 4,751,916.65 City of Boynton Beach Community Redevelopment Agency Forecast for Expenditures Ending September 30, 2003 Please find attached the projected final budget of the CRA Budget for September 30, 2003. The following notes highlight all major items within the budget in an attempt to provide insight as to our projected expenses and income through the end of September in order to finish out the 2002-2003 year. All budgeted items may be considered individually or as a group for discussion. Please review and give direction to staff. INCOME Interest Income: Staff is projecting $6,600.00 per month in interest based on the average of the first seven months at a declining rate. EXPENSES Personnel: This budget category includes three positions, Executive Director, Administrative Assistant, Controller and the Secretary being hired if the CRA Board approves the position. The attach spreadsheet includes salary, taxes, workers compensation, health insurance, life insurance and retirement for all positions for the years 2002-2003. PERSONNEL 2002-2003 Annual Salary Director $ 25,499.00 Controller $ 11,769.00 Administrative Assistant $ 10,424.00 Employers Workers Health Life SEP 02-03 FICA Comp Insurance Insurance IRA 7.5% $ 38.00 $ 350.00 $ 15.00 5% $1,912.43 $ $1,320.00 $ 60.00 $500.00 $29,291.43 $ 882.68 $ $1,320.00 $ 60.00 $ $14,031.68 $ 781.80 $ $1,320.00 $ 60.00 $ $12,585.80 Total $ 47,692.00 $3,576.90 $ - $3,960.00 $180.00 $500.00 $ 55,908.90 Professional Services: The following services, studies, etc are proposed: · The CRA is budgeting $14,257.25 for the remainder of 2002-2003 for Legal Services based upon the average of $3,564.00 per month. · The City Clerk's office is budgeted for $3,289.00 based upon the average of pervious months. · The CRA has retained contracted service for the following projects which are set to start in 2002-2003: TECA Single Source BBB Study Single Source Design Guideline $ 35,000.00 $ 36,O00.O0 $ 75,000.00 The CRA will enter into a three year contact with an outside CPA firm for our first audit in July 2003. This contract will carry forward for a period of three years with an extension of two years available at $5,900.00 per year. The category of maintenance and cleaning will include cleaning of the CRA offices and repair and maintenance of the equipment and offices. The maintenance and cleaning was calculated at: $150.00 per month x4 months $ 600.00 Repairon Equipment $ 146.00 Repair on Office Space $ 100.00 Total $ 846.00 · City's IT Department will provide for support, service and maintenance for our computer hardware, software and internet. City of BB IT support $ 5,998.00 Office Lease / Utilities: The CRA is now leasing offices for Gene Moore with the office, conference area and workspace within the same room. RENT: Year 1 Rent & CAM $1,120.00 x4 = $ 4,480.00 PHONE: Cell phones $120.00 x 4= T-1 line $220.00 x 4= Phones $200.00 x 4 -- Total Phone $ 480.00 $ 88O.OO $ 800.00 $ 2,160.00 ELECTRIC: Electric $251.59 x 4 - $1,006.36 2 Equipment Leases: The CRA is now leasing the copier and the postage machine. The contract on the copier is a three-year contract and the postage machine is a year-to-year contract. Copier $343.00 per month x4 Postage $19.95 per month xl $ 1,372.00 $ 19.95 Insurance: The Staff has budgeted $653.06 for any renewal premium notice and any additional insurance rate changes that may happen before September 30, 2003. Travel Expense: The CRA attends business meetings with Developers, Community Groups and Professional Organizations to promote the work of the CRA and the betterment of the City of Boynton Beach. The CRA will be obtaining information on several delivery services for package of the CRA in order to obtain the best price. Business Meetings Business Meeting for 02-03 $1,838.43 Seminars FRA Conference $1,225.00 Mileage & Delivery Services $90.00 average per month for 02-03 $ 216.43 Car Allowance Director $138.46 x 4 = $553.84 $ 554.00 Office Supplies: Office Supplies- pens, paper, disk, ink, paperclips and general office products.02-03 $1,219.00 per month $ 4,876.00 Advertising & Public Notices: The CRA will need to advertise and place public notices, which are not project related, for the general needs. Licenses, Membership & Subscription, Books & Publication: The CRA will incur expenses for licenses, fees or permits which are not project related. The CRA also uses several publications in general every day operations, for grant sources, business incubator ideas and trends for redevelopment within CRA Areas. 3 Memberships ! Subscription Downtown Reporter CD Publication Dailey Business Review $ 190.00 $ 475.00 $ 175.00 $ 84O.OO Career Development: The CRA is proposing to send money on career development of the CRA Staff which will benefit the CRA and the general public. Printing Office Expense: The CRA produces projects books broken down into North and South Federal Highway, Boynton Beach BIvd, Heart of Boynton and the Central Business District. Debt Service: The CRA has a loan with Bank of America and will have a loan payment due to September. PROGRAMS Office Equipment/Furniture: The CRA will need a computer for the Secretary along with a printer if the position is approved. Printing Programs: The CRA will start printing brochures, letterhead, envelopes, annual reports, project books and other information for the citizens of Boynton Beach, Developers and future needs. Festivals/Events/Seminars: The CRA is also proposing a business program to help local business compete in the emerging CRA market. Fagade Grants: This program was established as a matching grant programs dollar for dollar up to $15,000. The following are approved projects; High Ridge Properties $15,000.00 Grace Fellow ship Church $15,000.00 Boynton Boundless $15,000.00 Fred n Joes $30,000.00 This program was well received as demonstrated by the four applicants and three approvals in the 2002-2003 year. 4 PROJECTS Relax Inn Closing & Demo: This CRA project has been completed. BBB/ Riverwalk / Promenade Projects: Starting of the construction on the Boynton Beach Extension / Riverwalk / and Promenade Design / Build Project. Land set aside funding is for litigation on land price. Riverwalk / Promenade Land: Purchase of the Janet Hall Property. Way-Finding Signage: The CRA is completing Phase I of the Way-Finding Signage Program. 5 DRAFT City of Boynton Beach Community Redevelopment Agency Direct Incentive Program Revised 7/18/2003 The Boynton Beach CRA seeks to encourage large-scale projects, which define new markets, quality, innovation and character in the CRA area. It is recognized that many times these benchmark projects require new and untested market assumptions, which have no local comparable. This condition often requires market support to make the projects feasible in the early years. Accordingly, this program is focused on support for qualified, benchmark projects during their initial stages. As defined by the focus of this program, projects which directly compete with existing projects, or that do not open new markets or that do not set new higher project quality standards in the view of the CRA, ,r.., ,.~, ............, ~., ... ,...... prcj=cts may not receive maximum consideration. The dream of home ownership or affordable housing rental is on the brink of becoming an endangered species for many American families. The dream is becoming elusive because moderate income families cannot qualify or afford. Wages are insufficient which puts these families 30% over the required 32% average house payment to City of Boynton Beach Community Redevelopment Agency Direct Incentive Program 7/18/03 Page 1 of 19 income ratio. A rapidly growing population, flat growth of incomes and growing housing prices are few of the variables that have contributed to this new reality. In response to this emerging plight many programs have surfaced under many names: Work Force Housing, Affordable Housing, Low Income housing, etc. What ever the labels attached to such programs the common underlying trend is the attempt to some how make housing affordable to the moderate to median income level population. Boynton Beach and its residents are not shielded from this plight. In light of the proposed redevelopment, and Real Estate appreciation approaching 20% annually the challenge of affordable access space is a reality in the immediate future. A common miss-conception is that this issue is residential and one dimensional. Traditionally when faced with an aggressive redevelopment plan Cities attempt to use Iow income housing as a measure of the aid which they provided to the displaced. Little or no thought is given to the local business. The local flavor of most cities disappears with the unique local business base taking with them the culture and charm. New space rent rates can cost many times more than pre-redevelopment rates. Survival of a downtown business in a redeveloped area is contingent upon gradual increase in overhead not an immediate and drastic increase. It is a proven fact that is cost less to keep a quality customer than it cost to get a new one. The same premise could be applied to the concept of keeping the quality businesses that currently exists a pre-redevelopment area. While new businesses are attractive, it will take them time to build a customer base and a loyal following. The opposite is true of the existing business they already have brand loyalty. An Affordable Access Program that rewarded a developer to make available a percentage of the prOject at below market rate and creates an opportunity for a local business with it's built-in customer base to remain is a win win solution. City of Boynton Beach Community Redevelopment Agency Direct Incentive Program 7/1 Page 2 of 19 In an effort to provide a more comprehensive program Staff is proposing to adjust the existing incentive program to add an Affordable Access component. Projects having a site in excess of 87,120 square feet (two acres) are required to have "Public Amenity" elements. (Sidewalks, Alley and Streets do not qualify.) These elements will be considered as part of "Project Quality" scoring. Projects will be scored by Program Criteria, which are defined in Program Guidelines. The project's score will determine how much, if any, of the eligible incentive the project may receive. Application to this Program is no guarantee of funding. Funding is at the sole discretion of the CRA Board. City of Boynton Beach Community Redevelopment Agency Direct Incentive Program 7/18/03 Page 3 of 19 TABLE OF CONTENTS I. PROGRAM GUIDELINES Page 5 II. PROGRAM SCORING CRITERIA Page 6 III. PROGRAM ADMINISTRATION Page 9 IV. INCENTIVE PROGRAM APPLICATION: Page 13 V. CRA NOTES & BOUNDS Page 15 VI. MAP AND BOUNDRIES Page 16 VII. CONTACT INFORMATION Page 19 City of Boynton Beach Community Redevelopment Agency Direct Incentive Program 7/18/03 Page 4of 19 PROGRAM GUIDELINES · The project must be in the City of Boynton Beach CRA Area as defined at the time of application and~, ~* *~.1 I~ *;~,11 I I~ cf the approval ,''~.,, *~,1 I~ .... ~ll~.l~l~;~*;~, by the CRA Board. · The applicant must be the majority owner (the owner having the greatest percentage of ownership) or authorized agent of the majority owner in the project. · All property taxes, fees, city/county liens owed by the applicant must be paid and current. · The project is required to be over $2,000,000 in projected new assessed taxable value upon completion ~ .....:~"*o ;" *~"~ CP,,~, '~"'~'~ ~,,~,* ",, ,*o;'~'~ *~-'- However projects in the Heart of Boynton area are required to be over $500,000 for consideration ~, ..... , ;,,,.,o ;,.,o;,4,, ,~,,~ u,,,,,., ,-,~ ~ .... , ...... · The project's projected total annual economic impact to the City (after completion) as projected by using RMS Economic modeling standards, shall be a minimum of 20 times the corresponding year's incentive during the incentive period. This impact analysis is waived in the Heart of Boynton area. · The project shall contain Affordable Access elements sufficient to score a minimum of 2 points to qualify for any incentives. · Projects having a site in excess of 87,120 square feet (two acres) are required to have "Public Amenity" elements. (Sidewalks. Alley and Streets do not qualify.) These elements will be considered as part of "Project Quality" scoring. · The duration of the incentive shall be no longer than 10 years. · The incentive will generally not exceed 50% of the CRA TIF revenue generated by the project during the incentive period. · No incentive (in any one year) shall exceed 75% of the new annual TIF revenue generated directly from the project for that year. · Projects may be phased; however each phase must meet program thresholds. · Projects must score at least 50% on this application to qualify for incentives. City of Boynton Beach Community Redevelopment Agency Direct Incentive Program 7/18/03 Page 5 of 19 PROGRAM SCORING CRITERIA · Project Size (total new assessed value) (up to 20 pts). For the purpose of application scoring, the new assessed value projection shall equal the project's projected appraised value minus any homestead exemptions, times 90%, minus current assessed value of the project site. 1. $2,000,000 to $4~ $9,999,999 (5 pts) 2..,...,......,......¢c nnn nnn ,......,.--,.--.--,--.-.-.e° aaa aar, $10.000,000 to $24,999.999. (10 pts) 3..,.¢"n, --,-.-.-.,-----.nnn nnr~ ,,-,.....,.--~,.-----,-.-..-"~°'~ aaa aa~ $25,000 000 to $49,999,999. (15 pts) 4..~......,.......,.....,..~°: nan nnn $50,000,000 plus (20 pts) Heart of Boynton Area (only) 1. $500,00 to $999,000 (5 pts) 2. $1,000,000 to $1,999,999 (10 pts) 3. $2,000,000 to $2,999,999 (15 pts) 4. $3,000,000 plus (20 pts) · Type of Project (up to 20 pts) - Preferred use criteria. Evaluation of the project is based on its consistency with redevelopment plans and its appropriateness within the overall economic context. Depending on location, additional consideration will be given to the following commercial uses. 1. Mixed uses with residential component, 2. Mixed uses with office component, 3. Hotels/Conference Centers, 4. Multi-story professional-retail buildings (business and financial services), 5. Medical & Health care services, 6. Multi-story office-retail only buildings with the following type of retail tenants: a. Restaurant/Specialty Foods, b. Entertainment, c. Art galleries, d. Apparel, e. Gift Shops/Decorative Arts/Specialty Stores/Boutiques. City of Boynton Beach Community Redevelopment Agency Direct Incentive Program 7/18/03 Page 6 of 19 7. Retail only buildings with a minimum of four tenants (from the above list)· 8. Multi-Family fee simple ownership units - (Heart of Boynton area only) 9. Stand alone Live/Work configurations (rental or fee simple), (Heart of Boynton area only) · Project Location (up to 20 pts)- Must be within the CRA area. · "' ' "' ""~ '""' ",~ ~, ' '"' 1. In CRA Are~ ~,qd In the CBD District or on Federal Highway South of C16 Canal & North of Woolbright, Boynton Beach Blvd. from the intercostal to 1-95 or on Ocean Ave., ac~L(Projects in these areas are high impact and have the highest visibility·) (10 pts) 2. The Heart of Boynton area· - (20 pts). · Economic Impact - (up to 20 pts) 1. Projected economic impact over the incentive period of 20 to 49 times the incentive - (-1~ 5 pts) 2. Projected economic impact of 50 times the incentive or more - (20 10 pts) 3. Economic Impact Studies are waived the Heart of Boynton area and assigned - (20 pts.) · Affordable Access Incentive (up to 20 pts) (Mandatory Minimum Score of 2 pts) 1 Scoring (See Scoring Graph) Single Use Type . Score Two Uses Type Score Type Score Three Uses Type Score Type Score Type Score Total Score City of Boynton Beach Community Redevelopment Agency Direct Incentive Program 7/18/03 Page 7 of 19 · Project Quality - (up to 40 pts) 1. Point allocation based on project architecture, landscape features, public amenities, innovation, quality, overall contribution to the Community, etc. Project sites over 87,120 square feet (two acres) are required to have public amenity features. City of Boynton Beach Community Redevelopment Agency Direct Incentive Program 7/18/03 Page 8 of 19 5O 45 4O 35 3O 2O 15 10 5 0 0 Affordable Access Incentive Scoring Graph Use = 20 pts Uses = 10 pts Uses 7 pts 1Use =10pts 2Uses= 5pts 3 Uses = 4 pts Use : 5 pts Uses = 3 pts Uses 2 pts Use = 2 pts Uses 1 pts Uses .75 pts Percentage of Discount PROGRAM ADMINISTRATION Upon approval by the CRA Board and completion of required documents and execution thereof, the program shall-be will be generally administered as herein outlined. Establishing Incentive Percentage: Point scores from each of the five six criteria elements will be added together and the total taken as a percentage times the eligible maximum incentive (up to 50% of the new assessed tax amount) to establish the incentive formula percentage. For example, a score of 100 pts or more equals 100% of 50% (maximum program capture percentage of direct project assessed TIF Revenues) is the project's incentive capture formula. A 70 pts scored equals 70% of the 50% Note that incentives are defined as percentages of the new assessed TIF increment as it appears on the official tax rolls, therefore, any actual dollar figures prior to project completion and listing on the tax roll, are only estimates. However, the percentage may be adjusted by the CRA Board after consideration of whether the incentive is requested prior to project completion and in light of other incentives given to an applicant by other sources such as infrastructure improvements provided by the City of Boynton Beach. Establishing Annual Incentive Disbursements for the Incentive Period: Unless incentive funds are to be paid prior to project completion, the incentive shall be normally disbursed in ten (10) annual installments after required actions have been completed by applicant. Although annual percentages of the incentive may vary to respond to early project needs, they shall not exceed 75% of the new increment tax for any single year. The cumulative incentive shall not exceed 50% of the new assessed increment's taxes for the total incentive period. The project applicant may request that the incentive be "front loaded" in the following formula: 75% first year, 75% second year, 60% third and forth years, 50% fifth and sixth year, 40% seventh and eighth years, and 25% ninth and tenth years. The method of calculating "front loading" would be to project the ten year TIF based on the first year's taxable values times the project's incentive percentage formula (based on the project's score received from the CRA) and then the annual incentive is adjusted to follow the "front loading" percentage schedule City of Boynton Beach Community Redevelopment Agency Direct Incentive Program 7/18/03 Page 9 of 19 above. The taxable value is monitored annually prior to incentive award to assure that any movement in value will be reflected in the calculation. Incentive Disbursement: The Earned Incentives will be dispersed no later than March 1s~ of *~'~'* .......... ......... ,..... the year following the assessment and will be based on the prior year's c::,elle(A~Ftaxes. Requesting for Incentive "Front Loading": The project applicant may request that the incentive be "front loaded" in the following formula: 75% first year, 75% second year, 60% third and fourth year, 50% fifth year and sixth year, 40% seventh year and eighth year, 25% ninth year and tenth year. The method of calculating "front loading" would be to project the ten year TIF based on the first year's taxable value times the project's incentive formula (based on the project's score received from CRA Board) and then the annual incentive is adjusted to follow the "front loaded" percentage schedule above. The taxable value is monitored annually prior to incentive award to assure that any movement in value will be reflected in the calculation. Affordable Access Incentive: The following are definitions for the Affordable Access Incentive. · Affordable Access Incentive rewards Projects for Below Market Access by the public to a defined portion of their Project. The Affordable Access Incentive shall be scored by analyzing the amount of Project Set Aside Area Eligible for Discount Pricing. The ratio of area and amount of discount then will be plotted on the CRA Project Scoring Graph for Affordable Access to determine points scoring. · Uses shall be defined by three basic categories. Those Uses shall be Residential, Commercial and Retail / Restaurant. Each Use shall be scored separately for Affordable Access (amount of area and amount of discount) and analyzed using the appropriate Matrix Graph corresponding to the number of Uses contained in the Project. If the Project does not offer Affordable Access for City of Boynton Beach Community Redevelopment Agency Direct Incentive Program 7/18/03 Page 10 of 19 any one of its Uses, the score for that Use shall be zero (0). The Affordable Access scoring for all Uses will be added together for the Total Incentive Scoring. The project must score at least 2 pts in this Affordable Access Category to be eligible for Direct Incentives. The maximum number of points for this element of the Direct Incentive Program shall be 20 pts. Project Set Aside Percentage shall be defined as the area (square footage) available for Market Discounts divided by the total net area (square footage) in the project for that type of Usage. Market Pricing shall be the average actual or projected price per square feet for each of the Uses within the Project. The Discount Percentage is figured as the Discounted Pricing per square foot offered by the project divided by the average rental or sale rate per square foot of the like-kind area within the Project, subtracted from 1.0. Administration of Affordable Access Program by Project Owner. The Developer shall be required to qualify beneficiaries of the Affordable Access Spaces and report annually. Restriction on beneficiaries shall be for the term of the requested incentive, up to 10 years. 1. Residential Rental and Sales (must be one of the following to qualify) a. Residential Rental - Individuals or families with household income Low Income (80% Median) to the 120% of Median income for Palm Beach County as defined by HUD for the year that the application is approved, can qualify for the program. b. Residential Sales - Individuals or families with household income Low Income 80% Median to the120% Median income for Palm Beach County as defined by HUD, for the year that the application is approved, must be able to quality for unit purchase with discounts. Approve percentage is defined as 32% of the gross monthly income. The purchaser must keep the unit for 36 months or pay profit back to program. The unit must be the primary full-time residence of the qualified buyer. City of Boynton Beach Community Redevelopment Agency Direct Incentive Program 7/18/03 Page 11 of 19 Commercial Rental, Retail or Restaurant (must be one of the following to qualify) a. Majority of business ownership owned by people / corporation residing / located within Palm Beach County. (Business and / or Franchise Ownership). b. Existing business in the Boynton Beach CRA District, c. New local business (Business Owner(s)live in Palm Beach County), d. Minority Owned Business, as defined by SBA 8a Standards, which can be a local, regional or national. · Public Amenities: Public areas are defined as areas that have unrestricted public access for the duration of the project. Physical improvements that qualify are very broad to encourage project innovation. Specific items which will not be considered as contributing public areas for scoring are sidewalks (up to 12' wide), roads, utility R,O.W.s, allies, items solely required for safety / emergency access, etc. Public area designation shall be clearly identified by the applicant and their ultimate acceptance is solely at the discretion of the CRA Board. The public area information will include a narrative concept for setting aside the area for the public use. area layout plan with square feet, element description, cost estimates for construction, maintenance programs (at no public cost), etc. Public amenities must be set-aside by deed covenant and / or in Property Owners Association Declarations and/or other CRA Acceptable Legal Documents to assure free public access to amenities presented for scoring consideration for this incentive program. City of Boynton Beach Community Redevelopment Agency Direct Incentive Program 7/18/03 Page 12 of 19 PALM BEACH COUNTY INCOME GUIDELINES - 2003 MEDIAN = $60,800.00 I 1 2 3 4 5 6 7 8 Very Low- person persons persons persons persons persons persons persons Income 50% $22,000 $25,100 $28,250 $31,400 $33,900 $36,400 $38,950 $41,450 Median Low- Income 80% $35,150 $40,200 $45,200 $50,250 $54,250 $58,300 $62,300 $66,300 Median Moderate Income 120% $52,800 $60,240 $67,800 $75,360 $81,360 $87,360 $93,480 $99,480 Median As RECEIVED FROM FLORIDA HOUSING FINANCE CORPORATION MARCH 24, 2003. C:'~Doc~lm~nJg ~nd ~¢:ffings\h~Jtchinsond\Loc2. l .~Jlincjs\Tc:mpor2. n~ lnt~rnr~ Filc.-s\OI.FE\CH/', PT-2OO2,doc INCENTIVE PROGRAM APPLICATION The following information shall be compiled in a loose-leaf binder, tabbed and labeled to correspond with the following section headings. This information package is the program application. The application shall be forwarded to the CRA Office with a formal letter of request containing a narrative of the project, reason for request, justification and a summarizing the highlights of each of the following sections. The letter should be signed by the applicant or authorized agent and be accompanied by 12 sets of the completed project information. Project applications shall be screened and reviewed by staff for completeness and scored. Staff or a selected review committee shall provide pertinent comments on the project. · The review period shall not exceed forty-five (45) days from the date of the submittal of a completed application. On or before the end of the 45-day period staff shall either forward the application, their findings and recommendations to the CRA Board for consideration at the next regularly scheduled meeting or request, in writing, that the applicant provide additional information (A copy of the staff or review committee recommendation will be forwarded to the CRA Board.). · Upon consideration by the CRA Board, the Board shall take one of the following actions: Approve, table, modify or reject the application. The applicant shall be notified in writing as to the Boards decision with in 5 days. If the application is denied, the applicant may resubmit a revised application for reconsideration. Note that any direct or indirect lobbying of the CRA Board will result in disqualification of the applicant from the program. Project Information: · Applicant Information 1. Applicant (Majority Owner) Name. 2. Listing of Owners by Ownership Percentage. City of Boynton Beach Community Redevelopment Agency Direct Incentive Program 7/18/03 Page 13 of 19 3. Applicant Address, Phone Number(s), Fax, Email Address. 4. Contract Person's Name, Title, and Contact Information. 5. Attach a Brief Resume on the Applicant and Principals. (Exhibit "A") Project Information 1. Project Description (One Page Narrative) · Project Location, · Size - area and appraised value, · Zoning, · Uses (commercial, residential, mixed use, etc.), · Square Footages of Uses, · Amenities, · Features - construction finishes & materials, colors, etc. 2. Plans (if not previously CRA approved) - site, floor, elevations, landscape, colored renderings, etc. (Exhibit "B") 3. Project Status (for example, has the project been submitted for Initial Site Review, Site Plan Approved, Permitted, etc.) 4. Project Timetable with Projected Dates. 5. Feasibility Study Summary - (A copy of the study's summary conclusions dated within the last 6 months prior to the date the application is filed with the CRA office.) The study must be completed by an experienced third party firm. The Study shall be based on appraisal, market conditions, comparable projects, financing and all factors affecting the development of a stand-alone project, without the inclusion of incentives. Property value and inflation increases shall be no greater than 3% annually. MAI Appraisal Summary - (A copy of the appraisal's summary conclusions dated within the last 6 months prior to the date the application is filed with the CRA office.) MAI Appraisal of the current land and any improvements as is and the project's projected value upon completion. 7. Economic Impact Study - (A copy of the study's summary conclusions dated within the last 6 months prior to the date the application is filed with the CRA office.) The study must be completed by an experienced third party firm. The analysis shall forecast CRA and City economic impacts, specifically including City of Boynton Beach Community Redevelopment Agency Direct Incentive Program 7/18/03 Page 14 of 19 CRA TIF revenue forecasting using RMS standardized economic models. This study requirement is waived for projects in the Heart of Boynton area. Affordable Access Commitment and Calculation. Define each usage set aside area and define market discount pricing Public Amenity Feature - PrOjects of 87,120 square feet (two acres) are required to provide a "Public Amenity Feature" (sidewalks, alleys and streets do no qualify.) Highlight the feature design~ placement, cost, etc. The request for incentives and application, if and when approved by the CRA Board, becomes an integral component of the Incentive Agreement, including but not limited to other requested information from the CRA, therefore great care should be taken to seek the most accurate projections possible for the project. The approved Incentive Agreement may be assigned with the formal, prior written approval from the CRA Board of Directions. City of Boynton Beach Community Redevelopment Agency Direct Incentive Program 7/18/03 Page 15 of 19 COMMUNITY REDEVELOPMENT AREA S'rDE='r... -. -..-. · .....' ,e'r,K,~_ -n.... = ^e-r_~A,=em ...-.... AVE.%~UES · .NW g .NE 5+~ Ave, ,NW 5+~ CT NW&H.C4th -- HW & .NE 3rd Ave, NW 3rd CT .............................. y, .ton ....... e klr- `lef C~f klr- Oflfl C ; HE 5th CT City of Boynton Beach Community Redevelopment Agency Direct Incentive Program 7/18/03 Page 16of 19 MAP AND BOUNDRIES City of Boynton Beach Community Redevelopment Agency Direct Incentive Program 7/18/03 Page 17 of 19 Hea~ of Boynton Area City of Boynton Beach Community Redevelopment Agency Direct Incentive Program 7/18/03 Page 18 of 19 CRA CONTACT INFORMATION CRA Director: Address: Office: Douglas Hutchinson 639 E Ocean Ave, Suite 107 Boynton Beach, FI 33435 561-737-3256 Fax: 561-737-3258 E-Mail Hours: hutchinsondC~,ci.boynton-beach.fl.us 8:00 AM - 5:00 PM Monday - Friday City of Boynton Beach Community Redevelopment Agency Direct Incentive Program 7/18/03 Page 19 of 19