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Agenda 07-08-04COMMUNITY REDEVELOPMENT AGENCY Workshop Meeting Thursday, July 8, 2004 6:00 p.m. City Library Program Room Boynton Beach II. III. Call to Order Budget Workshop Adjourn BEACH Cornrnunity Redevelopment A~ency 200412005 Budget with 2004 to 2009 Budget Forecasts Boynton Beach Community Redevelopment Agency 639 E. Ocean Avenue, Suite 107 Boynton Beach, FL 33435 561-737-3256 City of Boynton Beach Community Redevelopment Agency Budget Workshop Projections 05/10/20O4 Please find attached the Staff's proposed CRA Budget for October 1, 2004 to September 30, 2005. Staff has proposed a five-year budget forecast with income and expense items as well as programs and projects. 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. Staff is projecting a "Current Year Adjusted Rollover Budget" for the balance of the 2003/2004 budget year of $3,099,507. This Adjusted Budget reflects actual expenditures and transfer of unpaid 2003/2004 line item amounts to the 2004/2005 Budget. This Adjusted Budget reflects only approved CRA Board items for roll over. The CRA received an additional $156,447 in TIF revenue for the 2003/2004 budget year. The trolley pilot program was pushed back to the 2004/2005 budget year. Additionally, Staff had budgeted funds for the Marina Parking Garage, which have been pushed back to the 2004/2005 budget year. The CBD Parking Site project will be eliminated and not be moved forward. REVENUES TIF Revenue: The CRA Revenue for this budget is based upon the tax appraiser's office projected 2003 tax roll values (final values are set in August of each year and we have had changes as late as November of the year). The CRA TIF income is derived by two factors; first is the "New Construction" within the district. This is generated by new projects receiving Certificate of Occupancy in 2003: The CRA captures the difference between the 2002 evaluation and the new 2003 appraised value. These increments are generally depicted as "New Projects." The second area of TIF revenue is generated from Real Estate appreciation in the CRA District, which is forecast by the County Tax Office. These increments are increases over the base values established at the creation and amendment of the CRA and the current tax roll value. Future TIF Projections for 2005 to 2009 are based on new projects forecasted to come to on the tax rolls and an estimated appreciation factor by the CRA. Staff is forecasting a more moderate appreciation rate from the County's rate for the five-year E uJ E 0 0 EE~ E E'~ 0 0 · x 0 0'~.- Z Z [~ u- I-- x 0 0 0 o. o 0 0 0'~.- forecasts due to concerns about sustaining the current appreciation increase in the future market place. Staff is recommending a 15% appreciation rate, which we believe is an accurate number. The County has a 19.71% increase. Staff questions the new construction and appreciation of real property valuation numbers for 2004/2005, which are forecasted by the tax office. The CRA questioned the first set of new construction values, which were $65,000,000. Subsequently, this number has been corrected by the tax office to $6,000,000. Each taxing entity that contributed to the Boynton Beach CRA is listed separately. Note that the CRA receives 95% of the increment taxes from each (See detailed Spread Sheet on page 4 of Excel). Total County Tax Office Projected TIF Income: $3,875,415 Total CRA Projected TIF Revenue: $3,467,422 Recapture of TIF Loan Principle: The Arches will repay the principle on the proposed Incentive Loan as it comes due. Total Recapture of TIF Loan Principle 2004/2005: $ 0 TIF Loan Interest: Interest paid by the Arches on the proposed TIF Loan figured at 2%. Total TIF Loan Interest 2004/2005: $ 0 Interest Income on Reserves: Interest the CRA receives from investing reserve funds. Total Interest Income on Reserves: $ 23,624 Other Income Trolley: Staff has applied for a grant for $120,000 per year for three years from the Metropolitan Planning Council for the pilot trolley program. Staff is also budgeting $181,835 in advertising and sponsorships for the trolleys. Also note that Developer support may be enacted to fulfill the TCEA study's mass transit element. 2 Grant -Trolley Advertising/Sponsorship -Trolley "Congress Avenue Trolley" Revenue Sources 2004-2005 2005-2006 $ 120,000 $ 181,835 2006-2007 2007-2008 2008-2009 Total Revenue MOP Grant $ 80,000 $ 80,000 $ 80,000 $ 0 $ 0 $ 240,000 Adve~ising $ 121,835 $ 121,835 $ 121,835 $ 141,832 $ 141,832 $ 649,169 Fares $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 Additional Grants $ 0 $ 0 $ 0 $ 60,000 $ 60,000 $ 120,000 Total Revenue $ 201,835 $ 201,835 $ 201,836 $ 201,832 $ 201,832 $ 1,009,169 "Ocean Avenue Trolley" Revenue Sources 2004-2005 2005-2006 2006-2007 2007-2008 2008-2009 Total Revenue MOP Gmnt $ 40,000 $ 40,000 $ 40,000 $ 0 $ 0 $ 120,000 Adve~ising & Sponsom $ 60,000 $ 58,000 $ 50,000 $ 50,000 $ 50,000 $ 268,000 Fares $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 Additional Gmnts $ 0 $ 0 $ 14,469 $ 54,571 $ 60,000 $ 129,040 Total Revenue S 100;000 $ 98.000 $ 104:469 $ 104.571 $ 110:000 $ 517:040 System Total $ 301,835 $ 299,835 $ 306,304 $ 306,403 $ 311,832 $ 1,526,209 Total Trolley 2004/2005: Legal Repayment: Legal Repayment Agreement Total Legal Repayment: Total Other Income: TOTAL REVENU ES FOR 2004/2005: $ 301,835 $ 2,769 $ 2,769 $ 304.604 $3,795,651 3 OPERATING EXPENSES Personnel Costs: This budget category includes five positions, Executive Director, Administrative Assistant, Controller, Secretary, and Bookkeeper scheduled to be added in 2004-2005. The Assistant Director is scheduled to be hired in September 2007. The attached spreadsheet includes salary, taxes, worker's compensation, health insurance, life insurance and retirement for all positions for the years 2004-2009. Four of these positions are currently budgeted and an advertisement will be placed for the Bookkeeper position on October 1, 2004. Current positions have a forecasted 3% inflation adjustment, with the exception of the Controller who will now oversee additional work and direct the bookkeeper position. The Controller will have a one-time increase of $5,000 annually for these additional responsibilities. Attached is the job description for the Bookkeeper position. This position is added to shift basic accounting functions from the Controller, so the Controller can better focus on contract issues and administration, grant preparation and administration, and Human Resources Administration. Additionally, due to the new fraud standards, the CRA will be required to have segregation within the accounting functions, which will require an additional person. Due to the fact that Health Insurance rates are different for each individual employee based on age and sex, Staff has calculated the rate per person at the highest rate not by the individual in the position at this time. Staff has calculated a 10% increase per year for 2005-2009. Workers' Compensation rates are locked at the policy start date for a period of four years. Staff does not anticipate an increase in rates for 2007-2009 at this time. Life Insurance is term life insurance, which is locked in for 10 years at the time the policy is written. Shod Term and Long Term Disability rates have been calculated with a 10% increase for future years. Retirement rates are calculated at 5% of gross payroll; however, retirement has a one year employment requirement for eligibility. Total Personnel Costs: $ 324,730 The current budget reflects a 3% average annual increase in wages. 4 PERSONNEL 2004-2005 Director Controller Adm. Assistant Bookkeeper Secretary Employers Workers S/T SEP Annual FICA Comp Health Life L/T IRA Salary 7.50% $ 38.00 Insurance Insurance Disability 5% 04-05 $ 96,305.00 $ 7,222.88 $ 456.00 $ 5,963.00 $ 606.96 $ 881.00 $ 4,815.25 $116,250.09 $ 55,925.00 $ 4,194.38 $ 456.00 $ 5,963.00 $ 170.16 $ 430.00 $ 2,796.25 $ 69,934.79 $ 44,290.00 $ 3,321.75 $ 456.00 $ 5,963.00 $ 83.40 $ 445.00 $ 2,214.50 $ 56,773.65 $ 35,000.00 $ 2,625.00 $ 456.00 $ 5,963.00 $ 170.16 $ 430.00 $ 0 $ 44,644.16 $ 27,045.60 $ 2028.42 $ 456.00 $ 5,963.00 $ 0 $ 282.00 $ 1,352.28 $ 37,127.30 Total PERSONNEL 2005-2006 Director Controller Adm. Assistant Bookkeeper Secretary $ 258,565.60 $ 19,392.42 $ 2,280.00 $ 29,815.00 $ 1,030.68 $ 2,468.00 $ 11,178.28 $ 324,729.98 Employers S/I' SEP Annual FICA Workers Health Life L/T IRA Salary 7.50% Comp Insurance Insurance Disability 5% 05-06 $ 99,194.15 $ 7,439.56 $ 456.00 $ 6,559.30 $ 606.96 $ 969.10 $ 4,959.71 $120,184.78 $ 57,602.75 $ 4,320.21 $ 456.00 $ 6,559.30 $ 170.16 $ 473.00 $ 2,880.14 $ 72,461.55 $ 45,618.70 $ 3,421.40 $ 456.00 $ 6,559.30 $ 83.40 $ 489.50 $ 2,280.94 $ 58,909.24 $ 36,050.00 $ 2,703.75 $ 456.00 $ 6,559.30 $ 170.16 $ 473.00 $ 1,802.50 $ 48,214.71 $ 27,856.97 $ 2,089.27 $ 456.00 $ 6,559.30 $ 0 $ 310.20 $ 1,392.85 $ 38,664.59 Total PERSONNEL 2006-2007 Director Controller Adm. Assistant Bookkeeper Secretary $ 266,659.28 $19,974.19 $ 2,280.00 $ 32,796.50 $1,030.68 $ 2,714.80 $13,316.13 $ 338,434.87 Employers S/T SEP Annual FICA Workers Health Life I_/T iRA Salary 7.50% Comp Insurance Insurance Disability 5% 06-07 $102,169.97 $ 7,662.75 $ 456.00 $ 7,215.23 $ 606.96 $1,066.01 $ 5,108.50 $124,285.42 $ 59,330.83 $ 4,449.81 $ 456.00 $ 7,215.23 $ 170.16 $ 520.30 $ 2,966.54 $ 75,108.88 $ 46,987.26 $ 3,524.04 $ 456.00 $ 7,215.23 $ 83.40 $ 538.45 $ 2,394.98 $ 61,153.75 $ 37,131.50 $ 2,784.86 $ 456.00 $ 7,215.23 $ 170.16 $ 520.30 $ 1,856.58 $ 50,134.63 $ 28,692.68 $ 2,151.95 $ 456.00 $ 7,215.23 $ 0 $ 341.22 $ 1,434.63 $ 40,291.71 Total PERSONNEL 2007-2008 Director Asst. Director Controller Adm. Assistant Bookkeeper Secretary $ 274,312.25 $ 20,573.42 $ 2,280.00 $ 36,076.15 $ 1,030.68 $ 2,986.28 $ 13,715.61 $ 350,974.39 Employers srr SEP Annual FICA Workers Health Life L/T IRA Salary 7.50% Comp Insurance Insurance Disability 5% 07-08 $105,235.07 $ 7,892.63 $ 456.00 $ 7,936.75 $ 606.96 $1,172.61 $ 5,261.75 $128,561.78 $ 68,000.00 $ 5,100.00 $ 456.00 $ 7,936.75 $ 238.85 $ 572.33 $ 0 $ 62,303.93 $ 61,110.76 $ 4,583.31 $ 456.00 $ 7,936.75 $ 170.16 $ 572.33 $ 3,055.54 $ 77,884.91 $ 48,396.88 $ 3,629.77 $ 456.00 $ 7,936.75 $ 91.47 $ 592.30 $ 2,419.84 $ 63,523.28 $ 38,245.45 $ 2,868.41 $ 456.00 $ 7,936.75 $ 170.16 $ 572.33 $ 1,912.27 $ 52,161.37 $ 29,553.46 $ 2,216.51 $ 456.00 $ 7,936.75 $ 0 $ 375.34 $ 1,477.67 $ 41,015.73 Total PERSONNEL 2008-2009 Director Asst. Director Controller Adm. Assistant Bookkeeper Secretary $ 350,541.61 $ 26,290.62 $ 2,736.00 $ 47,620.52 $ 1,277.87 $ 3,857.24 $ 14,127.08 $ 446,450.94 Employers S/T SEP Annual FICA Workers Health Life L/T IRA Salary 7.50% Comp Insurance Insurance Disability 5% 08-09 $108,392.13 $ 8,129.41 $ 456.00 $ 8,730.43 $ 606.96 $1,289.87 $ 5,419.61 $133,024.40 $ 70,040.00 $ 5,253.00 $ 456.00 $ 8,730.43 $ 238.85 $ 629.56 $ 3,502.00 $ 88,849.84 $ 52,944.08 $ 4,720.81 $ 456.00 $ 8,730.43 $ 170.16 $ 629.56 $ 3,147.20 $ 80,798.24 $ 49,848.79 $ 3,738.66 $ 456.00 $ 8,730.43 $ 91.47 $ 651.52 $ 2,492.44 $ 66,009.58 $ 39,392.81 $ 2,954.46 $ 456.00 $ 8,730.43 $ 170.16 $ 629.56 $ 1,969.64 $ 54,303.06 $ 30,440.06 $ 2,283.00 $ 456.00 $ 8,730.43 $ 0 $ 412.88 $ 1,522.00 $ 43,844.37 Total $ 361,425.79 $ 27,079.34 $ 2,736.00 $ 52,382.57 $1,277.87 $ 4,242.96 $18,052.89 $ 466,829.49 COMMUNITY REDEVELOPMENT AGENCY CITY OF BOYNTON BEACH, FLORIDA Classification Description CLASSIFICATION TITLE: Bookkeeper Non-Exempt Non-Contract Position WORK OBJECTIVE Performs highly complex accounting and technical support work of considerable variety and complexity requiring accounting and technical skills in business management and office systems technology. Position is responsible for knowledge of established procedures, departmental guidelines, legal requirements, and regulatory standards applicable to the work. Work includes coordination of accounts payable, payroll, accounts receivable, general ledger, schedules, calendars, projects and programs of the agency. Work includes handling matters of a sensitive and/or confidential nature, and requires considerable integration with outside agencies, administrative officials and the general public. ESSENTIAL FUNCTIONS Provided herein is a general description of duties that may be assigned. The Bookkeeper will report to the Controller. The CRA Executive Director reserves the right to establish, assign, reassign and redistribute work to meet business needs. The statements herein do not preclude management from assigning other duties similar in nature, complexity and responsibility to any position within this classification. · Applies principles and standards of professional accounting to the creation, modification, installation, maintenance and operation of accounting systems as may be required to assure appropriate records of all financial activities and transactions. · Performs maintenance of all financial and budgetary records. · Performs payroll, purchasing, bank reconciliations and inventory functions. · Assists with preparation of interim financial reports. · Assists with organizing agency programs, schedules and filing systems. · Scrutinizes records, transactions, entries and statements for propriety and accuracy. · Assists with insurance on all properties, personnel and the CRA Board. · Performs routine keyboard tasks when such are applicable, e.g. data entry, typing correspondence, updating accounts and records. · Maintains all accounting databases. · Performs routine clerical tasks requiring use of standard automated office systems, e.g. computers, telephones, facsimile machines, photocopiers, calculators and adding machines. KNOWLEDGE, SKILLS AND ABILTIES · Knowledge of professional accounting principles and practices of finance operations. · Knowledge of modern office practices, procedures and equipment. · Knowledge of the application of data processing to accounting systems. · Knowledge of the pervasive influence of law on governmental accounting principles and practices. · Ability to make arithmetic computations with speed and accuracy and to perform filing, posting and other clerical work. · Ability to operate a personal computer and related software including but not limited to word processing, spreadsheet and electronic mail. · Ability to establish and maintain effective working relationships with employees and the general public, and to deal with public relations problems tactfully and courteously. MINIMUM PREFERRED QUALIFICATIONS High School Diploma/GED: vocational training or work experiences demonstrating ability to perform the essential functions of the work. Applicant must have a minimum of three years accounting experience; or an equivalent combination of education, certification, training and/or experience. The City of Boynton Beach Community Redevelopment Agency (CRA) is an Equal Opportunity Employer. In compliance with Equal Employment Opportunity guidelines and the Americans with Disabilities Act, the CRA provides reasonable accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer. I have read and understand this classification description and hereby certify that I am qualified to perform this job, with or without reasonable accommodation. Professional Services: Legal: The CRA is budgeting $75,000 for 2004-2005 Legal Services Legal Service based upon the average of $6,250 per month. spending was an average of $5,609 per month for 6 months in 2003-2004. Additionally, Staff is recommending a legal reserve of $100,000 for special projects. Total Legal Services: $ 175,000 Lobbyist: Staff is recommending a joint venture partnership with the City of Boynton Beach for State and Federal lobbying, which is becoming increasing important to the CRA and our activities. Additionally, if we join with the City of Boynton Beach, the CRA gets greater input. Total Lobbyist Services: $ 60,000 City Staff: The CRA has retained the services of the City Clerks Office for recording the minutes. The budget of $7,500 was based upon the average of $625 per month. The City Staff average for 2003-2004 was $525 per month for 6 months. Total City Staff: $ 7,500 Contracted Services: The CRA will retain contracted service for projects specified in the 2003-2004 budget and projected projects for the 5-year budget. Staff is recommending a project reserve for additional projects the CRA wishes to take on but is unknown at this time. The following new projects are projected for the 2004/2005 year: $ 45,O00 $ 10,245 $ 55,245 Seacrest Corridor Study Project Reserve TBD Total New Projects 2004/2005 6 Contracted Services CRA Projects Current and Proposed Contract Current Billed to Expected Rolled onto Rolled onto Rolled onto Contract Date to Bill 03- 04-05 05-06 06-07 04 Design Guidelines $ 75,000 $ 37,500 $ 10,000 $ 27,500 $ 0 $ 0 BBB Phase l $ 36,000 $ 32,400 $ 3,600 $ 0 $ 0 $ 0 BBB Phase II $ 25,000 $ 7,000 $ 18,000 $ 0 $ 0 $ 0 Master Plan $150,000 $ 9,000 $ 16,000 $125,000 $ 0 $ 0 Expenses for RMPK $ 8,686 $ 5,000 $ 5,000 $ 0 $ 0 Angel Pension Group $ 750 $ 563 $ 187 $ 0 $ 0 $ 0 TCEA $104,000 $ 63,200 $ 40,800 $ 0 $ 0 $ 0 Jonathan Ricketts $ 294,840 $ 17,507 $ 60,775 $ 52,255 $ 83,394 $ 80,909 RBC Dain $ 20,000 $ 0 $ 10,000 $ 10,000 $ 0 $ 0 Total $ 665,590 $175,855 $164,362 $ 219,755 $ 83,394 $ 80,909 Current Contracts Rollover New Contracts 2004-2005 Total Contracted Services $ 219,755 $ 55,245 $ 275,000 Audit: The CRA will enter into a contract with an outside CPA firm in 2003 and will carry forward for a period of three years with an extension of two years available. The base fee is projected at $5,900 for 2003, 2004 and 2005 with an extension for 2006 and 2007. Staff is also proposing to leave $2,600 in the event that extra services are needed for year one and two as needed. Total Audit Services: $ 8,500 IT Support: The 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 2004-2005 contains: City of Boynton Beach IT support Carillon Accounting Software Miscellaneous Needs $ 13,000 $ 1,500 $ 1,50o Total IT Support: $ Staff has calculated a 5% increase per year for future budgets. 16..000 Total Professional Services $ 542,000 7 Office: Rent: The CRA is proposing to continue to lease in the existing space for the 2004-2005 budget year. Year 1 Rent $1,600.00 x 12 = $ 19,200 Total Rent $ 19,200 Future Projections - 2005 to 2009 The CRA is proposing leasing or purchasing offices in the 2005- 2006 fiscal year with 3,000 / $24 a sq. ft. of office space year rent. Year 1 Rent $6,000.00 x 12 = Year 1 CAM $ 250.00 x 12 = No increase years 3 through 5 $ 72,000 $ 3,000 $ 75,000 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: Cleaning of offices $165 per month x 12 Repair on Equipment Printer $400 per quarter Equipment per year Repair on Office Space ,980 ,600 250 270 Total Maintenance & Cleaning: $ 4,100 Office Leasehold Improvements: In the anticipation of the proposed move of the CRA offices in 2005 -2006, Staff is anticipating a minimal cost, which may be needed for the existing offices to meet the needs of the CRA. Total Office Leasehold Improvements: $ 75O 8 Office Moving Expenses: Staff is proposing to move the office in 2005-2006. Staff is calculating $2,000 for moving services for the CRA office and $7,500 to move the IT equipment. Total Office Moving Expenses 2004/2005: $ 0 Total Office Moving Expenses 2005/2006: $ 9,500 Phone: Cell phones $111.00 x 12= $ 1,332 T-1 line $241.50 x 12= $ 2,898 Phones $355.84 x 12 = $ 4,270 Total Phone: $ 8,500 5% increase years 2 through 5 Electric: Year 1 Electric $180.00 x 12 $ 2,160 Total Electric: ~ Total Office: $ 34,710 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 per month - three year lease ends 10/05 $ 4,117 Postage $31.95 per month - one year lease $ 383 Total Equipment Leases: $ 4,500 9 Insurance: The CRA's General Liability Insurance coverage provides coverage of all employees. 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 Surety Bond Professional Total insurance: Insurance is calculated at 10% increase years two-five. Travel/Entertainment Expenses: Promotional/Business Meetings: $ 2,051 $ 400 $ 4,049 $ 6,500 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. Total Promotional/Business Meetings: CRA Meeting/Events: $ 4,500 Staff is projecting several CRA Board Workshops and Events throughout the 2004-2005 year that we will produce or host. These events include the CRA/City Commission meetings, large project workshops for multiple developers and CRA Board purchase of a table for an event. Total CRA Meetings/Events: Association Meetings & Seminars: $ 2,150 It is proposed that the CRA attend the Annual Florida Redevelopment Association Conference scheduled October 2005 in St. Petersburg, 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) School of Accountancy, which is held in Ponte Vedra Beach 2004 in Fort Lauderdale, and the Annual Meeting held in Hollywood, Florida May 2005, will be attended by the Controller in order to 10 increase and update her knowledge on Government Finance in Florida. Staff is proposing attending 1 National (1 person attending) and 4 Regional (4 people attending) ULI Conferences and one additional seminar for educational development. The CRA will be obtaining information on several delivery services for package of the CRA in order to obtain the best price. Annual Conference for Florida Redevelopment Association to be held in St. Petersburg (8 people with 2 cars driving) Conference Registration ($275) 3 Meals per day ($41) Mileage (400 x $.31 x 3 cars) Hotel ($149 x 8 rooms x 3 days) Total $ 2,200 $ 328 $ 372 $ 3,576 $ 6,476 1-Urban Land Institute National (1 person) Conference Registration ($470) Hotel ($150 x 3 days) Meals ($41 x 3 days) Air Fare ($600 x 1) Miscellaneous Total $ 470 $ 450 $ 123 $ 600 $ 602 $ 2,245 4-Urban Land Institute Regional (4 people) Conference Registration ($190) Mileage ($150 x $.31 x 2 cars) Meals ($41 x 4 people x 4 days) Total $ $ $ $ 76O 86 656 1,5O2 FGFOA - Annual Conference (1 person) Registration Meals ($41 x 5) Miles (100 x $.31 x 5 days) Total $ 260 $ 185 $ 155 $ 6oo Staff is allotting $399.00 for Association meetings, which would be Chamber of Commerce luncheons and FGFOA luncheons. Total Association Meetings & Seminars: $ 11,222 11 Mileage & Delivery Services: Mileage & delivery services include Federal Express, UPS and the US Post Office for package to and from the CRA. The average for the first six months was $90 per month. Total Mileage & Delivery Services: Car Allowance Director: $ 1,08O Total Car Allowance Director: $ 3.708 Total Travel/Entertainment Expenses: $ 22,600 Office Equipment & Supplies Office Expenses: The CRA Board supplies, office drinks, paper products and cleaning supplies are accounted for under Office Expense. The average office expense is $120 per month for 2003-2004. Total Office Expenses: $ 1,500 Office Supplies: The CRA office supplies are pens, paper, disk, ink and general office products. The average office expense is $825 per month for 2003-2004. Total Office Supplies: $ 9,500 Office Equipment/Furniture: The CRA will need a computer, an additional accounting software license and desk setup for the Bookkeeper. Additionally, Staff is recommending the purchase of a new printer to print checks and laptop computer, which will be used when Staff is traveling for CRA business or training. Computer-CPU, Monitor & Key Board Accounting Software License Office Furniture & Upgrade Color Laser Printer Printer-Checks $ 1,100 $ 1,000 $ 2,500 $ 3,000 $ 500 12 The Director is allotted a car allowance of $3,708 per year. We are factoring in a 3% increase for inflation. Laptop $ 1,900 Total Office Equipment/Furniture: $ 10.000 Total Office Equipment/Supplies $ 21,000 License, Books, Publication: Licenses, Fees, Permits: The CRA will incur expenses for licenses, fees or permits which are not project related. Total Licenses, Fees, Permits: $ 1,250 Memberships & Publications: The CRA also uses several publications in general every day operations, for grant sources, business incubator ideas and trends for redevelopment within CRA Areas. Membership/Subscriptions: Chamber of Commerce FRA ULI Chronicle of Philanthropy Palm Beach Post Sun Sentinel PB Convention & Visitors Bureau FGFOA GFOA The Florida Business Journal Downtown Idea Exchange Downtown Promotion Reporter HR Specialist International Downtown Association 225 595 475 70 133 168 750 35 17o 96 185 185 97 800 Total Membership/Subscriptions: $ 3,984 Books & Publications: Reference Books, Information Sources, etc. $ 1,000 Total Books & Publications: $ 1..000 Total Licenses, Books, Publication: $ 6,234 13 Advertising - Public & Legal Notices: During the year, the CRA will need to advertise and place public and legal notices, which are not project related, for the general needs such as workshops, ordinances, etc. $1,500 has been proposed for 2004-2005. Total Advertising Career Development: $ 1,500 The CRA is proposing $3,000 for career development of the CRA Staff. FRA - CRA Certification Program (3 people x 3 classes) Registration ($85) Meals ($41 x 3 people x 3 classes) Mileage (80 x $.31 x 3 days) Total FGFOA - School of Government Accounting (1 person) Registration Meals ($41 x 5) Miles (100 X $.31 x 5 days) Total Reserve To Be Announced Total Career Development: Office Printing: Office Printing Expense: $ 765 $ 369 $ 74 $ 1,208 190 205 155 55o $ 1,242 $ 3,000 CRA Office Printing includes envelopes, letterhead, business cards, printing for reproductions of maps, prints, large scale scanning, pictures of larger sizes or JPEGS format for the project books and CRA projects for a total of $2,500. Total Office Printing Expense: $ 2,500 Newsletter - Quarterly: Staff is proposing a quarterly newsletter, which will be produced by third party with printing and distribution in-house. Printing In-kind Sponsorship Layout In-kind Sponsorship Mailing In-kind Sponsorship 14 Labeling Miscellaneous - $625 per quarter Total Newsletter: Printing- Annual Reports, Brochures: In-kind Sponsorship $ 2,500 $ 2,500 Staff is proposing the development of a set of brochures explaining CRA services, information on the redevelopment within the CRA area and an annual report for the public. These publications will be developed and printed by an outside source for a total of $15,000. Total Printing: Total Office Printing: Debt Service: $ 15,000 $ 20,000 The CRA has a loan with Bank of America. The starting balance as of October 1,2004 is $2,616,351.08 at a 6.56% interest rate. Total Debt Service: TOTAL OPERATING EXPENSES: $1,287,632 15 PROGRAMS Website Expansion: The CRA started the website in 2002-2003 with the basic designs and some features. The website was completely developed in 2003-2004. The CRA is proposing to expand our website to include graphics on projects and links to project sites, links to the City of Boynton Beach and other advanced features in 2004-2005. Staff has budgeted a cost of $15,000 to maintain the site. Total Web Site Expansion: $ 15,000 Police: Staff initialed a pilot program, the CRA police program, which was on contact for the fiscal year 2003-2004. Future year's contracts are not automatically approved or extended. Heart of Boynton: The CRA and Boynton Beach Police Department entered into a pilot program for special police within the "Heart of Boynton" and the "Central Business District" boundaries. 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 Intercoastal Waterway on the east. This is an area that for many years experienced a high volume of police activity and calls for service. The CRA Board will receive a full report from the Boynton Beach Police Department on the progress of the CRA Special Police. The budget for two officers and related costs is $175,0O0. Central Business District: Due to the influx of visitors as well as the new construction within the downtown and Marina redevelopment area, the CRA Board approved a contract between the CRA and the City of Boynton Beach for special police. The CRA Board will receive a full report from the Boynton Beach Police Department on the progress of the CRA Special Police. The budget for two officers and related costs is $175,0O0. Note that the first expenditures for the program in 2003/2004 had a large share of the funding for equipment. 2004/2005 can see 16 additional officer time or number for the same funding amount due to a lesser amount of funding being expanded for equipment. Total Police Program: $ 350,000 Transportation/Trolley: Staff is proposing this as a pilot program, which is on contract and can be modified and / or cancelled at any given time. Future years' contracts are not automatically approved or extended. The CRA is proposing a trolley system to help move people around the Central Business District to avoid the congestion within high-density areas and to transport workers from the Heart of Boynton to jobs located on Congress Avenue as well as other areas of Boynton Beach. We are proposing to contract for services of system operation. The proposed shuttles, of which there are three trolleys for two routes, will provide transportation 5 days a week with traditional quality vehicles, a high caliber staff and a strong management team. Staff is proposing two routes; the Ocean Avenue Trolley and the Congress Avenue Trolley. The Ocean Avenue Trolley is a local circulator which will transport people to parking areas at City Hall and the Civic Center, thereby relieving traffic congestion and parking issues. The Trolley route is proposed as a 15 minute loop from the Marina to the Civic Center and City Hall and back. The trolley would run Thursday through Sunday. All vehicles are the correct passenger size to move substantial number of passengers but is nimble enough to maneuver around downtown. The contractor will be required to be fully licensed and insured. The Congress Avenue Trolley is a local circulator which will transport workers from the Heart of Boynton and downtown Boynton Beach to Tri- Rail and employers located on Congress Avenue. The Trolley route proposed would circulate through the Heart of Boynton up to Gateway past the retirement villages of Royal on the Green and Village Royal over to the Tri-Rail Station and on to the Boynton Beach Mall and businesses on Congress Avenue. These vehicles are enclosed verses open style of trolley used in the Ocean Avenue Trolley. The trolley will be able to move a substantial number of passengers but will be nimble enough to maneuver around downtown. The Contractor will be required to be fully licensed and insured. The proposed trolley budget for 2004-2005 is $471,966, which includes $170,131 CRA contribution, 120,000 Metropolitan Planning Organization (MPO) Grants, and $181,835 advertising and sponsorships. Staff has applied for a three year grant of $120,000 per year for three trolleys with the MPO, which will meet on July 28, 2004 to approve the grant 17 recipients and award contracts. Staff will also bring forward an advertising and sponsorship plan to help with trolley funding. Exact scheduling will be developed with the area businesses and parking needs assessment. "Congress Avenue Trolley" Expenses Variable Cost Driver Cleaning Fuel Maintenance 2004-2005 $ 72,800 $ 1,000 $ 23,40O $ 25,935 2006-2006 2006-2087 2007-2008 2086-2009 Total $ 72,800 $ 72,800 $ 72,800 $ 72,800 $ 364,000 $ 1,000 $ 1,000 $ 1,000 $ 1,000 $ 5,000 $ 23,400 $ 23,400 $ 23,400 $ 23,400 $ 117,000 $ 25,935 $ 25,932 $ 25,932 $ 25,932 $ 129,666 Total Variable Cost Fixed Cost Signs Shelters & Benches Trolley Insurance Storage Administration Management 123,135 5,000 0 96,000 21,600 3,600 500 72,000 $ 123,135 $ 123,132 $ 123,132 $ 123,132 $ 1,000 $ 1,000 $ 1,000 $ 1,000 $ 0 $ 0 $ 0 $ 5,OOO $ 96,000 $ 96,000 $ 96,000 $ 96,000 $ 21,600 $ 21,600 $ 21,600 $ 21,600 $ 3,600 $ 3,600 $ 3,600 $ 3,6O0 $ 500 $ 50O $ 50O $ 5OO $ 72,000 $ 72,000 $ 72,000 $ 72,000 $ 615,666 $ 9,000 $ 5,000 $ 480,000 $ 108,000 $ 18,000 $ 2,500 $ 360,000 Total Fixed Cost $ 193,700 $ 193,700 $ 193,700 $ 193,700 $ 193,700 $ 968,500 Total Cost Congress $ 316,835 $ 316,835 $ 316,832 $ 316,832 $ 316,832 $ 1,584,166 "Ocean Avenue Trolley" Expenses Variable Cost 2004-2005 Driver $ 38,223 Cleaning $ 3,380 Fuel $ 12,285 Maintenance $ 3,443 2005-2006 2006-2007 2007-2008 2008-2009 Total $ 40,131 $ 42,151 $ 44,253 $ 46,465 $ 211,223 $ 4,096 $ 3,380 $ 3,380 $ 3,380 $ 17,616 $ 12,285 $ 12,984 $ 12,285 $ 12,285 $ 62,124 $ 3,413 $ 3,413 $ 4,010 $ 3,798 $ 18,077 Total Variable Cost Fixed Cost Signs Shelter & Benches Trolley Insurance Storage Management 57,331 $ 59,925 $ 61,928 $ 63,928 $ 65,928 $ 309,040 5,000 $ 1,000 $ 1,000 $ 1,000 $ 1,000 $ 9,0OO $ $ $ $ 5,000 $ 5,0OO 47,775 $ 47,775 $ 47,775 $ 47,775 $ 47,775 $ 238,875 10,800 $ 10,800 $ 10,800 $ 10,800 $ 10,800 $ 54,000 3,0OO $ 3,000 $ 3,000 $ 3,000 $ 3,00O $ 15,000 31,259 $ 28,665 $ 28,665 $ 28,665 $ 28,665 $ 145,919 Total Fixed Cost Total Cost Ocean System Total 97,834 155.165 $ 91,240 $ 91,240 $ 151.16~5 $ 153.168 468:000 $ 91,240 $ 96,240 $ 155:168 ~ 470.000 ..S.~4Z2,J2~ $ 479.000 $ 467,794 $ 776?34 18 PROGRAMS Website Expansion: The CRA started the website in 2002-2003 with the basic designs and some features. The website was completely developed in 2003-2004. The CRA is proposing to expand our website to include graphics on projects and links to project sites, links to the City of Boynton Beach and other advanced features in 2004-2005. Staff has budgeted a cost of $15,000 to maintain the site. Total Web Site Expansion: $ 15,000 Police: Staff initialed a pilot program, the CRA police program, which was on contact for the fiscal year 2003-2004. Future year's contracts are not automatically approved or extended. Heart of Boynton: The CRA and Boynton Beach Police Department entered into a pilot program for special police within the "Heart of Boynton" and the "Central Business District" boundaries. 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 Intercoastal Waterway on the east. This is an area that for many years experienced a high volume of police activity and calls for service. The CRA Board will receive a full report from the Boynton Beach Police Department on the progress of the CRA Special Police. The budget for two officers and related costs is $175,000. Central Business District: Due to the influx of visitors as well as the new construction within the downtown and Marina redevelopment area, the CRA Board approved a contract between the CRA and the City of Boynton Beach for special police. The CRA Board will receive a full report from the Boynton Beach Police Department on the progress of the CRA Special Police. The budget for two officers and related costs is $175,000. Note that the first expenditures for the program in 2003/2004 had a large share of the funding for equipment. 2004/2005 can see 16 additional officer time or number for the same funding amount due to a lesser amount of funding being expanded for equipment. Total Police Program: $ 350,000 Transportation/Trolley: Staff is proposing this as a pilot program, which is on contract and can be modified and / or cancelled at any given time. Future years' contracts are not automatically approved or extended. The CRA is proposing a trolley system to help move people around the Central Business District to avoid the congestion within high-density areas and to transport workers from the Heart of Boynton to jobs located on Congress Avenue as well as other areas of Boynton Beach. We are proposing to contract for services of system operation. The proposed shuttles, of which there are three trolleys for two routes, will provide transportation 5 days a week with traditional quality vehicles, a high caliber staff and a strong management team. Staff is proposing two routes; the Ocean Avenue Trolley and the Congress Avenue Trolley. The Ocean Avenue Trolley is a local circulator which will transport people to parking areas at City Hall and the Civic Center, thereby relieving traffic congestion and parking issues. The Trolley route is proposed as a 15 minute loop from the Marina to the Civic Center and City Hall and back. The trolley would run Thursday through Sunday. All vehicles are the correct passenger size to move substantial number of passengers but is nimble enough to maneuver around downtown. The contractor will be required to be fully licensed and insured. The Congress Avenue Trolley is a local circulator which will transport workers from the Heart of Boynton and downtown Boynton Beach to Tri- Rail and employers located on Congress Avenue. The Trolley route proposed would circulate through the Heart of Boynton up to Gateway past the retirement villages of Royal on the Green and Village Royal over to the Tri-Rail Station and on to the Boynton Beach Mall and businesses on Congress Avenue. These vehicles are enclosed verses open style of trolley used in the Ocean Avenue Trolley. The trolley will be able to move a substantial number of passengers but will be nimble enough to maneuver around downtown. The Contractor will be required to be fully licensed and insured. The proposed trolley budget for 2004-2005 is $471,966, which includes $170,131 CRA contribution, 120,000 Metropolitan Planning Organization (MPO) Grants, and $181,835 advertising and sponsorships. Staff has applied for a three year grant of $120,000 per year for three trolleys with the MPO, which will meet on July 28, 2004 to approve the grant 17 recipients and award contracts. Staff will also bring forward an advertising and sponsorship plan to help with trolley funding. Exact scheduling will be developed with the area businesses and parking needs assessment. "Congress Avenue Trolley" Expenses Variable Cost Driver Cleaning Fuel Maintenance 2004-2005 $ 72,8OO $ 1,000 $ 23,4OO $ 25,935 2005-2006 2006-2007 2007-2008 2008-2009 Total $ 72,800 $ 72,800 $ 72,800 $ 72,800 $ 364,000 $ 1,000 $ 1,000 $ 1,000 $ 1,000 $ 5,000 $ 23,400 $ 23,400 $ 23,400 $ 23,400 $ 117,000 $ 25,935 $ 25,932 $ 25,932 $ 25,932 $ 129,666 Total Variable Cost Fixed Cost Signs Shelters & Benches Trolley Insurance Storage Administration Management 123,135 5,000 0 96,000 21,600 3,600 500 72,000 $ 123,135 $ 123,132 $ 123,132 $ 123,132 $ 1,000 $ 1,000 $ 1,000 $ 1,000 $ 0 $ 0 $ 0 $ 5,000 $ 96,000 $ 96,000 $ 96,000 $ 96,000 $ 21,600 $ 21,600 $ 21,600 $ 21,600 $ 3,600 $ 3,600 $ 3,600 $ 3,600 $ 500 $ 500 $ 500 $ 500 $ 72,000 $ 72,000 $ 72,000 $ 72,000 $ 615,666 $ 9,000 $ 5,000 $ 480,000 $ 108,000 $ 18,000 $ 2,500 $ 360,000 Total Fixed Cost $ 193,700 $ 193,700 $ 193,700 $ 193,700 $ 193,700 $ 968,500 Total Cost Congress $ 316,835 $ 316,835 $ 316,832 $ 316,832 $ 316,832 $ 1,584,166 "Ocean Avenue Trolley" Expenses Variable Cost 2004-2005 Driver $ 38,223 Cleaning $ 3,380 Fuel $ 12,285 Maintenance $ 3,443 2005-2006 2006-2007 2007-2008 2006-2009 Total $ 40,131 $ 42,151 $ 44,253 $ 46,465 $ 211,223 $ 4,096 $ 3,380 $ 3,380 $ 3,380 $ 17,616 $ 12,285 $ 12,984 $ 12,285 $ 12,285 $ 62,124 $ 3,413 $ 3,413 $ 4,010 $ 3,798 $ 18,077 Total Variable Cost Fixed Cost Signs Shelter & Benches Trolley Insurance Storage Management 57,331 5,000 47,775 10,800 3,000 31,259 $ 59,925 $ 61,928 $ 63,928 $ 65,928 $ 309,040 $ 1,000 $ 1,000 $ 1,000 $ 1,000 $ 9,000 $ $ $ $ 5,000 $ 5,000 $ 47,775 $ 47,775 $ 47,775 $ 47,775 $ 238,875 $ 10,800 $ 10,800 $ 10,800 $ 10,800 $ 54,000 $ 3,000 $ 3,000 $ 3,000 $ 3,000 $ 15,000 $ 28,665 $ 28,665 $ 28,665 $ 28,665 $ 145,919 Total Fixed Cost Total Cost Ocean System Total 97,834 155.165 $ 91,240 $ 91,240 $ 91,240 $ 151;165 $ 153:168 $ 155:168 468.000 $ 470:000 96,240 $ 467,794 162.168 S 776;834 $ 47gr000 ~ 2.361.00~0 18 If a grant is not secured, Staff recommends the "Ocean Avenue" Trolley route at a cost of $150,000 be undertaken by the CRA. Some costs could be recaptured by advertising end developer fees. Total Trolley Program without Grants $ 150,000 Total Trolley Programs with Grants: $ 472,000 Festivals & Events: The CRA is proposing three events, which include Winter Carnival, Heritage Festival and a monthly Movie Event. The CRA will seek new partnerships with the local business non-profits associations and arts community, while retaining the old partnership with the Chamber of Commerce, BODA and the City of Boynton Beach, in order to build successful self-sufficient events. While past events continue to grow, the single most effective element to significantly expand event potential is to enrich the quality of the entertainment. Staff is committed to the development of sponsorship relationships for additional funding for national performance acts for Heritage Festival and Winter Carnival. Additionally, the quality of entertainment has been proven to be a direct driving force to the number of people who attend events. An increase in funding for better entertainment will increase the attendance which will result in a stronger possibility for a revenue stream. That revenue stream could be a small gate fee, which will assist in attaining the ultimate goal of the CRA which is to assist our partners to develop financially independent events. Finally, staff is proposing additional funding, which will be used towards the goal of improving the quality of entertainment for the events. The current budget per event has been $7,500. Staff is recommending $12,000 x 3 = $36,000 for three events. Heritage Fest continued CRA support will result in bringing people to the redevelopment area, and improving and managing perception of the area. As with all events within the CRA boundaries, they strive to attract economic re-investment. In order to achieve this goal, events are placed in the heart of the CRA activity area, for example, the MLK area. One of many by products is the involvement of the young people in the neighborhood. The CRA funding and staff support was instrumental in achieving a recent milestone. Continued CRA support will be necessary for the event to continue to make positive strides. Support in the Heart of Boynton will assist in rebuilding the reputation of the area and shed a more positive light. Continuous events in the area will not only aid in economically rebuilding the area but help to put in perspective the perceptions about the area. 19 HeritageFest 2005 Caribbean Night Entertainment $ (Jamaican, Haitian, Spanish, Trinidad and Tobago) DJ/MC $ Hospitality VIP Tent $ Airline Tickets $ Light & Sound $ Port-O-Lets $ Limousine $ 8,000 3OO 850 75O 85O 25O 50O Total $ 12,000 The Boynton Beach Multi-Cultural Winter Carnival in past years has been a partnership between the CRA and Boynton Ocean District Association. This holiday themed carnival celebrates the diversity in culture that exists in Boynton Beach and the neighboring cities. The elements of the event, specifically the International Market Place, Talent Show Case and the Snow Volleyball Tournament, have been designed to appeal to families who celebrate Kwanzaa, Christmas and Hanukkah and increase attendance by attracting families and friends to support the competitors. Goals of the CRA are: retention of people downtown, business development and potential fundraising. Improvements for 2005 are to place significant emphasis on attaining national entertainment, reduce disconnect between the carnival rides and the rest of the event site and increase revenues corporate sponsorship and increase attendance and vendor participation. Boynton Beach Multi-Cultural Winter Carnival Kwanzaa / Hanukkah Booths $ 200 Ice Skating Rink $ 924 Snow Ice Machine $ 620 Kids Zone $ 875 Radio $ 900 MC $ 250 Production Sound $ 1,350 Port-O-lets $ 349 Photography $ 74 Trophies $ 86 Art Supplies $ 40 Entertainment $ 5, 000 T-Shirts $ 232 Refreshments for the Bands $ 100 Adopt a Family $ 1,000 Total $ 12,000 20 "Movies on the Avenue" is proposed to be a monthly event. The event would take place the second Friday of each month on the five hundred block of Ocean Avenue. Bob Katz, the owner of the lot located at 502 East Ocean Avenue, has not only granted the use of the property for the endeavor but will be addressing some elements that will make the site more conducive to the proposed use. Those elements include painting the western external wall of the building on 506 east ocean avenue for the projection of the movies and grading of the adjoining lot and finishing with mulch. The event will be free to the public however paid elements will include: Chair rental, food and beverages (to be provided by vendors). The event will adopt a 50's /60's theme and invited participants will include local car and bike clubs. Movies will be thematic "Beach Blanket," "Elvis," "Greece," "Rebel without a Cause," etc. "Movies on the Avenue" is proposed to be a partnership among the City, the CRA and Bob Katz Properties and each partner will provide specific elements. The event was designed as replacements for the annual event know as "Wheels Weekend". For a variety of reasons the Chamber of Commerce has terminated their annual car show typically held on day two of the weekend's activities. Consequently, Saturday's events had to be redesigned. It was determined that keeping the theme would be advantageous because the '¥Vheels Weekend" event had developed a significant following which we hope will continue to support the new event. The proposed plan calls for seven smaller events on a monthly basis. The goal of the event is to increase economic impact in the downtown on a more consistent basis and give residents and visitors more opportunities to visit and patronize the businesses in the downtown area. When: Location: 2nd Friday of Each Month (October, November, December, January, February, March, April) 502 E Ocean Ave. Proposed Start Date: October, 2004 Movie Equipment: Contacted Southern Audio Visual License: Contacted Criterion Pictures USA and Swank Motion Pictures, Inc. 21 Proposed Monthly Budget: LCD Projector, Sound System, Engineer Movies/Licensing 3 Port-O-Let Entertainment/Music/Band Promotions/Mailings City Generator/Staff ($32.50 per hour) $ 1,165 $ 350 $ 225 $ 5oo $ lOO $. 200 Total $ 2,540 Annual (Required sponsorship required) $ 17,780 Alternate Proposed Budget LCD Projector donated or sponsored Sound System, Engineer $ 265 Movies/Licensing $ 350 3 Port-O-Let $ 225 Entertainment/Music/Band $ 500 Promotions/Mailings $ 100 City Generator/Staff ($32.50 per hour) $ 200 Total $ 1,360 Annual $ 9,520 Potential Revenue Sources: Vendors, chair rental, corporate sponsorship Partners Contributions: CRA: City: Promotions, Movies, Licensing, Technical Support, Equipment, Port O Lets, and Police Officers Barricades, Caution Cones, Proportional Opportunities, Trash Receptacles, Generator/staff Bob Katz Properties: Site Current Competing Events: st rd Lake Worth 1 and 3 Fridays Customs: Hot Rods, Abacoa 1 Saturday, Delray Old School Square Movie night flicks 10/29, 11/26,12/17 1/28 2/25, 3/25 4/29 Ocean Front Concert Series: 3rd Friday of each month Festivals/Events (3@ $12,000) $ 36,000 22 State-of-the-CRA & Recognition Event - Attendance Projected 2O0 Staff is proposing the creation of an annual event "State-of-the- CRA" & Recognition Program for the 2004-2005 budget year. This program would update the public on the development, programs and projects of the CRA as well as recognition for a job well done in the following categories; Facade Improvement Project, Best New Project, Business of the Year, Sponsor of the Year, Non-Profit group of the Year, Volunteer of the Year, Board Member Service Award. Revenue Ticket sales (150 @ $45) Total Revenue $ 6,750 Expenses Entertainment Speaker Catering ($25.00 per person) Promotions, invitations, etc Award Plaques (9 @ $50) Mailings Total Expenses Total "State of the CRA"(Net) $ 500 $ 3,000 $ 5,000 $ 500 $ 500 $ 100 $ 97600 $ 2,850 Festival/Event Support Programs Festival Administration and Event Manuals After each event, an event manual is produced. The manuals are road maps that detail the logistics of each event along with sample documents and tools used in the design and implementation phases. The manuals are made available to anyone interested in viewing the information. These manuals serve a dual purpose: first, as a road map for the event, they enable planning for future years to be less difficult and cumbersome and second, they can be used by other organizations as a guide for designing successful events. Folders (6 @ $5.00) Tabs (6 @ $7.00) Miscellaneous Total $ 30 $ 42 $ 1,428 $ 1,500 23 Sponsorship Development Program The Sponsorship Development Program is proposed to be a systemic approach to increasing sponsorship participation or the budgeted CRA events. Currently, our sponsors are committing to events on a per event basis. The program will bundle all of the events and aim to get multiple year commitments. The program will be implemented in the following phases: Creation of a marketing piece targeted to getting new corporate sponsors, contact existing sponsors and attempt to increase their level of participation and recognition for participation at the Annual "State-of the CRA"/Recognition Event. Promotions (Brochures Paper 5 packs) Mailings (5 mailings of 50 @.37) Miscellaneous Total $ 35 $ 93 $ 372 $ 500 Volunteer Development Program Boynton Beach is a city that is currently in an infancy stage as it relates to events. While historically there have been events, they have been sporadic and their growth has been impeded by many economical and social factors. As a result, a base of volunteers has not been established and more significantly not maintained. The existing groups of volunteers are dedicated however; they are weary because of the quantity of time they donate and the small size of the group. The Volunteer Development Program is proposed as a conscious choice to develop, maintain and educate a select group of citizens to become volunteers. The program will have three phases: Identification of current sources for volunteers, design and implementation of a marketing plan and design and implementation of an interaction schedule. The program will focus on creating a group large enough in size to manage the current budgeted events and festivals identified in the CRA's Events Strategic Plan. The program will focus on continuous communication with citizens before, during and after each event. In addition, the program will create vehicles for the volunteers to provide feedback and suggestions to event organizers. Contributions will be 24 recognized at each event wrap-up but also at the Annual "State-of-the-CRA"/Recognition Event. Promotions Brochures (Paper 5 packs) $ 35 Mailings (5 mailings of 50 @ .37) $ 186 Wrap-up Events (5 events @ $200) $ 1,029 Total $ 1,250 Total Festival/Event Support Programs 3:250 Total Festivals/Events: $ 42,100 Business Programs: The Business Genesis activities and funding Development Fair. Program was approved on March 9, for 2004/2005 will be for Phases III 2004. Program and V plus a Business Genesis Program Budget: Development Fair Phase II Phase III Misc. expenses Phase IV (14 Monthly Meetings $150) Phase V (Miscellaneous expenses) Graduation Event Office Expenses, Miscellaneous, Postage $ 1,25O $ 300 $ 200 $ 2,100 $ 500 $ 1,500 $ 1,000 Total Business Programs $ 6,850 Holiday & Events Street Decor: The CRA has several banner areas on main streets in the CRA area. Staff is recommending $10,000 for Holiday Decorations in cooperation with the City of Boynton Beach and $5,000 for event banners. Total Holiday & Events Street: $ 15,000 Marketing/Promotions: Public Relations Photo Display Boards (2 per event) Appreciation Certificates (20 per event) Promotions (Paper 5 packs) Mailings (5 mailings of 50 @.37) Holiday Mailings (post cards) Promotional Materials Framing (5 @ $45) Total 300 95 35 95 60 ,000 225 $ 1,825 25 Neighborhood Groups and Associations (BODA, Chamber, City Events/Activities Expand Public Access to CRA Meetings, Info and Resources) Mailings (5 mailings of 135 @ $.37) $ 250 Total $ 250 Total Marketing/Promotions: $ 2,075 Fagade Grants: The CRA's $56,628 for the Fa(~ade Matching Grant program has encouraged $169,775 in Private Sector investment in 2003-2004. The enhancement of existing commercial buildings ensures a complete unified look in the City of Boynton Beach. In 2002-03, we had three grant recipients and in 2003-04, we almost doubled that to five recipients. Staff is projecting a 60% increase in 2004-05 for a total of six recipients @ $15,000 each for a total of $90,000 and $10,000 for the Community Youth Grant program, which is new. New Grants $ 100,000 Roll Over Grants $ 75.000 Total Fa[=ade Grants $ 175,000 Economic Business Grant Match: 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 the Palm Beach County Economic Development Department. Generally, the match is 1/3 Applicant, 1/3 CRA and 1/3 County. The CRA has set aside funding in the Economic Business Grant Match. In 2002/2003, we had two recipients. The CRA has continued this program in 2003/04 to help local businesses compete in the changing redevelopment environment. Delray Boynton Academy received a grant for $50,000, which was matched by the County and added $805,502 into the economy with 10 new jobs created. Based upon one recipient from 2003/04, Staff is forecasting two recipients for the 2004/05 year with a grant for $100,000. New Grants $ 100,000 Roll Over Grants $ 85,000 Total Economic Business Grants $ 185,000 26 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. Direct Incentives are generally paid after the project has appeared on the tax assessor's tax rolls. The budget line item projection reflects the maximum potential incentive per project; therefore, incentive cost may be less if scoring does not meet full impacts. Total Direct Incentives: $ 0 Direct Incentives Loan (Arches): The Direct Incentive Loan program is a request for upfront loading on the Direct Incentive request. This one time loan received approval by the CRA Board in November 2003. Total Direct Incentives Loan (Arches): $ 0 TOTAL PROGRAM: $1,263,025 27 PROJECTS CRA Office: Staff is recommending a down payment of $300,000 for the purchase of a building or land. Total CRA Offices: $ 300,000 BBB/RiverwalldPromenade Project: Construction started in 2004 on the construction of the Boynton Beach Blvd Extension, Promenade/Riverwalk Design Build Project. Burkhardt Construction has presented the cost of $19,345,207 and completion date of April 2007 for the completion of the project. Staff has broken the cost of each phase into fiscal years and the costs for 2004-2005 are as follows: Boynton Beach Blvd. Extension Riverwalk Promenade $ 2,552,872 $ 244,736 $ 1,557,215 Total Cost for 2004-2005 years: $ 4,354,823 Staff has broken the project into cost per each phase of the project as follows: Boynton Beach Blvd. Extension Riverwalk Promenade $ 7,187,580 $ 8,486,269 $ 4,012,589 Total BBB/Riverwalk/Promenade Project $19,686,438 BBB Land Payment: The CRA is projected to contribute an additional $1,000,000 for the Hall Property. Total BBB Land Payment: $ 1,000,000 HOB Commercial Land Acquisition: The CRA will assemble projects in Phase I for redevelopment in the Heart of Boynton area. Total HOB Commercial Land Acquisition: $ 2,000,000 28 Way-Finding Signage: The first round of signs for the local Business Districts, City Attractions and Facilities, Public Parking and Transportation linkage points was completed in 2003-2004. Proposed is a second round of signs in our Way- Finding Sign program. Total Way-Finding Signage: Marina Parking Garage: $ 50,000 The CRA Board approved the proposed garage to provide 70 spaces for both general public in the Marina District. The project will be completed in 20O5-2006. Total Marina Parking Garage: Town Square Project Development: $ 750,000 The funding is in partnership with the City of Boynton Beach to implement a Town Square development Program. Total Town Square Project development: Savage Creatures Museum: $ 50,000 This funding is to begin the next step towards potential establishment of the Savage Creature Museum concept in Boynton. Total Savage Creatures Museum: $ 175,000 Miscellaneous Projects: This category shall be for any special projects that may occur, which need to be completed by the CRA. Total Miscellaneous Projects: $ 45,000 NOTE: Savage Creatures, Old High School Renovation and Town Square may emerge as requiring CRA Fund Underwriting as seed or grant matching funding. These opportunities would be addressed as they occur on a case by case basis. Several options and sources for funding would be available for CRA participation, if approved by the Board. TOTAL PROJECTS: $8,424,823 29 City of Boynton Beach Community Redevelopment Agency Forecast for Expenditures Ending September 30, 2004 Please find attached the projected final budget of the CRA Budget for September 30, 2004. 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 2003-2004 year. All budgeted items may be considered individually or as a group for discussion. Please review and give direction to staff. REVENUE: TIF Funds: TIF Funds received: $2.517.635 Total TIF Funds: $2,517,635 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. Interest Income received to date: Interest Income to be received: $ 43,016 $ 31,984 Total Interest Income: $ 75,000 TOTAL REVENUE: $2,593,350 EXPENSES: Personnel: This budget category includes four positions, Executive Director, Administrative Assistant, Controller, and Secretary. Salary and benefits will total $251,000 for 03-04, which is within the $253,602 budget. Personnel Cost spent to date: Personal Cost to be spent $ 162,061 $ 92..145 Total Personnel: $ 254,206 Professional Services: The following services and studies have been contracted for the remainder of the 2003-2004 Budget Year: Legal spent to date: Legal to be spent: Total Legal $ 43,150 $ 33,592 $ 76,742 City Staff spent to date: City Staff to be spent: Total City Staff $ $ $ 2,907 3,093 6,000 Contracted Services spent to date: $ Contracted Services to be spent: $ Total Contracted Service $ 175,856 164,361 340,217 Contract Current Billed to Date Expected toRolled onto Rolled onto Rolled onto Contract Bill 03-04 04-05 & New 05-06 & New 06-07 & New Projects Projects Proiects Guidelines $ 75,000 $ 37,500 $ 10,000 $ 27,500 $ 0 $ 0 BBB Phase l $ 36,000 $ 32,400 $ 3,600 $ 0 $ 0 $ 0 BBB Phase II $ 25,000 $ 7,000 $ 18,000 $ 0 $ 0 $ 0 Master Plan $150,000 $ 9,000 $ 16,000 $125,000 $ 0 $ 0 Expenses $ 8,686 $ 5,000 $ 5,000 $ 0 $ 0 Angel Pension Group $ 750 $ 563 $ 187 $ 0 $ 0 $ 0 TCEA $104,000 $ 63,200 $ 40,800 $ 0 $ 0 $ 0 Jonathan Ricketts $ 294,840 $ 17,507 $ 60,774 $ 52,255 $ 83,394 $ 80,909 RBC Dain $ 20,000 $ 0 $ 10,000 $ 10,000 $ 0 $ 0 Total $ 705,590 $175,856 $164,361 $ 219,755 $83,394 $ 80,909 2 Audit spent to date: Audit Services to be spent: Audit Total IT Support spent to date: IT Support move to new office IT Support to be spent: IT Support Total $ 5,975 $ 1,525 $ 7,500 $ 10,455 $ 1,500 $ 2,905 $ 14.860 Total Professional Services 2004/2005: $ 445,319 Contracted Services rolled in 2004/2005 $ 219,755 Office Lease/Utilities: The CRA is now leasing offices from Gene Moore with the office, conference area, and workspace within the same room. Rent spent to date: $ 9,301 Rent to be spent: $ 4,811 Total Rent $ 14,112 Maint. & Cleaning spent to date: Maint. & Cleaning to be spent: Total Maint. & Cleaning $ 2,526 $ 824 $ 3,350 Office Leasehold Services spent to date:$ Office Leasehold Services to be spent: $ Total Office Leasehold Service $ 0 1,500 1,500 Phone spent to date: Phone to be spent: Total Phone: 3,839 3,961 7,800 Office Moving spent to date: Office Moving to be spent Total Office Moving $ 0 $ 2,250 $ 2,250 Electric spent to date: Electric to be spent: Total Electric $ 1,382 $ 493 $ 1..875 Total Office Lease/Utilities 2004/2005: $ 30,887 3 Equipment Leases: The CRA is leasing the copier and a postage machine. The contract on the copier is a three-year contract and the postage machine is a year-to-year contract. Equipment Lease spent to date: Equipment Lease to be spent: $ 2,559 $ 1 ;797 Total Equipment Lease: $ 4,356 Insurance: All insurance have been spent to date for the 2003-2004 budget year. Property/general spent to date: Bond spent to date: Professional spent to date: $ 1,438 $ 373 $ 3:900 Total Insurance: $ 5,711 Travel/Entertainment Expenses: 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 following amounts have been budgeted for the remainder of the 2003-2004 Budget Year. Promotional/Business spent to date: $ Promotional/Business to be spent: $ Total Promotional/Business $ 2,180 2,620 4,800 CRA Meetings/Events spent to date: $ CRA Meetings/Events to be spent: $ Total CRA Meetings/Events $ 1 ,O75 1,925 3,OO0 Association Meetings spent to date: $ Association Meetings to be spent: $ Total Association Meetings $ 4,684 2,555 7,239 Mileage & Delivery spent to date: $ Mileage & Delivery to be spent: $ Total Mileage & Delivery: $ 687 393 1,080 Call Allowance spent to date: Call Allowance to be spent: Total Call Allowance $ $ $ 2,215 1,385 3..600 4 Total Travel/Entertainment Expenses: $ 19,719 Office/Equipment Supplies: The following amounts have been budgeted for the remainder of the 2003-2004 Budget Year. Office Expense spent to date: Office Expense to be spent: Total Office Expense $ 714 $ 786 $ 1,500 Office Supplies spent to date: Office Supplies to be spent: Total Office Supplies: $ 6,423 $ 2,577 $ 9,000 Office Equipment spent to date: Office Equipment to be spent: Total Office Equipment $ 1,568 $ 5,932 $ 7_.500 Total Office/Equipment Supplies: $ 18,000 Advertising & Public Notices: The CRA has budgeted $3,365.50 for advertisement and placement public notices, which are not project related. Advertising & Public spent to date: $ 635 Advertising & Public to be spent: $ 1,365 Total Advertising & Public Notices: $ 2:000 Licenses, Membership & Subscription, Books & Publication: The CRA can 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. Licenses, Fees, Permits spent to date: $ 275 Licenses, Fees, Permits to be spent: $ 975 Total Licenses, Fees, Permits $ 1,250 Memberships spent to date: Memberships to be spent: Total Memberships: $ 2,010 $ 1,842 $ 3,852 Books & Publications spent to date: Books & Publications to be spent: Total Books & Publications: $ 333 $ 167 $ 500 5 Total Licenses, Membership & Subscription Books & Publication: $ 5,602 Career Development: The CRA has proposed to spend $1,000 on career development of the CRA Staff, which benefits the CRA and the general public. Career Development spent to date: Career Development to be spent: Total Career Development: Office Printing Expense: The CRA $ 1,357 $ 2,643 $ 4,000 produces projects books broken down into North and South Federal Highway, Boynton Beach Blvd, Head of Boynton and the Central Business District. Office Printing spent to date: Office Printing to be spent: Total Office Printing Newsletter spent to date: Newsletter to be spent: Total Newsletter: Printing Annual Reports spent to date: Printing Annual Reports to be spent: Total Printing Annual Reports: Total Office Printing Expense: $ 275 $ 975 $ 4,500 $ 0 $ 0 $ 98O $ 16,520 $ 17;500 $ 22,000 Debt Service: The CRA has a loan with Bank of America and will have a loan payment due in September, which is budgeted in the 2003-20004 Budget Year. Debt Service spent to date: Debt Service to be spent: Total Debt Service: TOTAL EXPENSES: 150,878 166.420 317,298 $1,1 O3,348 6 PROGRAMS Web Site Development: Web Site spent to date: Web Site to be spent: Total Web Site: Police: Police spent to date: Police to be spent: Total Police: $ 9,950 $ 10,050 $ 20,000 $ 0 $ 250,000 $ 250,000 Festivals &Events: The CRA is also proposing a business program to help local business compete in the emerging CRA market with in the 2003-2004 year. Festivals &Events spent to date: Festivals &Events to be date: $ 23,144 $ 6.856 Total Festivals &Events: $ 30,000 Total Business Development: Business Development spent to date: $ 0 Business Development to be spent: $ 15;000 Total Business Development: $ 15,000 Holiday & Events Street Decor: Holiday & Events Decor spent to date:$ 0 Holiday & Events Decor to be spent: $ 5;000 Total Holiday & Events Street Decor: $ 5,000 7 Fagade Grants: This program was established as a matching grant programs dollar for dollar up to $15,000. Facade Grants spent to date: Fa(~ade Grants to be spent: Total Fagade Grants: Fagade Grants Roll Over 2004/2005 Economic Development Grants: This program $ 18,253 $ 16.747 $ 35,000 $ 75,000 was established as a matching grant programs dollar for dollar up to $50,000. Economic Development Grants to date: $ 0 Economic Development to be spent: $ 0 Total Economic Development Grants: $ 0 Economic Development Grants Roll Over 2004/2005 TOTAL PROGRAMS $100,000 $ 355,000 8 PROJECTS BBB/ RiverwalldPromenade Projects: Construction has begun on the Boynton Beach Extension/Riverwalk/and Promenade Design/Build Project. BBB Blvd to date: BBB Blvd to be spent: Total BBB Blvd $ 669,767 $1.718.048 $2,387,815 Promenade to date: Promenade to be spent: Total Promenade: $ 0 $ 113,797 $ 113,797 Riverwalk spent to date: Riverwalk to be spent: Total Riverwalk $ 0 $ 113;797 $ 113,797 HOB Land Acquisition: HOB Land Acquisition spent to date: Riverwalk to be spent: $ 7,O58 $ 342,942 Total HOB Land Acquisition: $ 350.000 Way-Finding Signage: The CRA is completing Phase 2 and Phase 3 of the Way-Finding Signage Program. Way-Finding Signage spent to date: $ 43,515 Way-Finding Signage to be spent: $ 16,936 Total Way-Finding Signage: $ 60.451 Miscellaneous: The CRA has contracted with Reelization, Inc for Mass Modeling services. Miscellaneous spent to date: Miscellaneous to be spent: Total Miscellaneous: $ 0 $ 30,000 $ 30:000 9 Savage Creatures Complex: The CRA has contracted with the Baker Leisure Group for an outside Feasibility Study. Savage Creatures Complex spent to date: $ 10,162 Savage Creatures Complex: to be spent: $ 44,838 Total Savage Creatures Complex: $ 55.000 TOTAL PROGRAMS $3,110,860 10