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Agenda 09-14-04COMMUNITY REDEVELOPMENT AGENCY Tuesday, September 14, 2004 Chamber of Commerce Conference Room 639 E Ocean Ave. Suite 108 Boynton Beach 6:30 P.M. II. III. IV. Call to Order. Roll Call. Agenda Approval. A. Additions, Deletions, Corrections to the Agenda. B. Adoption of Agenda. Consent Agenda. A. Approval of Minutes of August 10th Meeting. 5792 B. Financial Report. 5805 C. Consideration of Payment of Fagade Grant for Scully Burgers. 5818 D. Consideration of a Motion to Extend the Time on Work Order #1 of Financial Advisory Contract. 5838 E. Consideration of Approval of Community Redevelopment Agency Pay Plan for 2004/2005. 5841 F. Consideration of Budget Transfer Request in 2003/2004 Budget. 5842A G. Consideration of Fagade Grant for Salefish Realty. 5843 H. Consideration of Property Acquisition Contracts in HOB Phase I Project Area. 5886 Any person who decides to appeal any decision of the Community Redevelopment Board with respect to any matter considered at this meeting 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 furnish appropriate auxiiiary 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. Consideration of Phase II of the Financial Advisory Contract, Work Order #2 6001 Consideration of Letter of Engagement of Mark Raymond for CRA Bond Counsel. 6005 Public Audience. Public Hearing. Old Business None New Business A. Annexation 6014 1. PROJECT: AGENT: OWNER: LOCATION: DESCRIPTION: 6019 2. PROJECT: AGENT: OWNER: LOCATION: Edward Medical Office Building (ANEX 04-004) Hany Edward Hany Edward 3908 North Federal Highway Delray Beach (unincorporated) Request for annexation of a 0.72-acre partially developed lot located in unincorporated Palm Beach County. Gulfstream Gardens (ANEX 04-003) Bradley Miller, Miller Land Planning Consultants, Inc. Multiple Ownership West side of Federal Highway, approximately 1/4 mile north of Gulfstream Boulevard Any person who decides to appeal any decision of the Community Redevelopment Board with respect to any matter considered at this meeting 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. ~D~/~5~ The CRA shall furnish 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. DESCRIPTION: Request for annexation of 9.99 acres of partially developed parcels located in unincorporated Palm Beach County. Land Use Plan Amendment/Rezoninq 6027 1. PROJECT: Gulfstream Gardens (LUAR 04-004) AGENT: Bradley Miller, Miller Land Planning Consultants, Inc. OWNER: Multiple Ownership LOCATION: West side of Federal Highway, approximately 1 /4 mile north of Gulfstream Boulevard DESCRIPTION: Request to amend the Comprehensive Plan Future Land Use map from Commercial High/5 (Palm Beach County), General Commercial and Local Retail Commercial (Boynton Beach) to Special High Density Residential; and 6035 PROJECT: Request to rezone from Commercial General (CG) (Palm Beach County), C-4 General Commercial and C-3 Community Commercial (Boynton Beach) to Planned Unit Development (PUD). Proposed use: Multi-family residential development. Edward Medical Office (LUAR 04-008) AGENT: Hany Edward OWNER: Hany Edward LOCATION: 3908 North Federal Highway Delray Beach (unincorporated) DESCRIPTION' Request to amend the Comprehensive Plan Future Land Use Map from Commercial High Intensity (CH-5) (Palm Beach County) to Local Any person who decides to appeal any decision of the Community Redevelopment BOard with respect to any matter considered at this meeting 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, r-D~7~5 C~ The CRA shall furnish appropriate auxa-liary 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. C. Abandonment 6040 2. PROJECT: AGENT: OWNER: LOCATION: DESCRIPTION: C. New Site Plan 6048 1. PROJECT: AGENT: OWNER: LOCATION: DESCRIPTION: VII. Director's Report. 6066 VIII. Old Business. 6114 IX. New Business. 6115 Retail Commercial (LRC); and Request to rezone from General Commercial (CG) (Palm Beach County) to Community Commercial (C- 3). Proposed use: 11,957 square foot medical building. 306 Boynton Beach Boulevard, L.C. (NE 2nd Street) (ABAN 04-005) Roger B. DeCapito / Jim Knight N/A South side of Boynton Beach Boulevard between NE 1st and NE 3rd Streets Request for abandonment of a 40-foot wide unimproved right-of-way (Northeast 2nd Street). Edward Medical Office (NWSP 04-012) Hany Edward Hany Edward 3908 North Federal Highway Delray Beach (unincorporated) Request for new site plan approval for a 11,957 square foot medical office building in a proposed C-3 zoning district. Any person who decides to appeal any decision of the Community Redevelopment Board with respect to any matter considered at this meeting 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 furnish appropriate auxiliary aids and services where necessary to afford an individual with a disability an equal opporttm/ty 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. Xl XlI. XlII. XlV. A. Consideration of Direcf Incentive Application for the Promenade at Boynton Project. 6116 B. Consideration of the CRA 2004/2005 Budget. 6119 C. Consideration of a Resolution Adopting the CRA 2004/2005 Budget. 61,53 D. Consideration of a Formal "Letter of Request" for the CRA to Acquire Debt and Further Requesting the City to Consider Granting the CRA Credit Enhancement for Underwriting purposes. 61,56 E. Consideration of Legal Contract Amendment of Goren, Cherof, Doody and Ezrol. 6234 Commission Action. 6237 Board Member Comments. 6238 Legal. 6239 Other Items. 6240 A. Discussion Item: Consider regulating building colors on major thoroughfares. Future Agenda Items. 6243 A. Consideration of Interlocal Agreement with the City of'-Boynton Beach for the Boynton Beach Boulevard Extension Promenade and Riverwalk (October), B. Consideration of Interlocal Agreement for the MLK Phase I Project (October), C. Consideration of Assembly and Redevelopment Incentive Grant Program (October). D. Consideration of Residential Fagade Grant Program (October). E. Consideration of Modification to the Direct Incentive Program to include Arts Commission Elements for Incentive Scoring (November). XV. Adjournment. 6244 Any person who decides to appeal any decision of the Community Redevelopment BOard with respect to any matter considered at this meeting 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. 5~{ ~ ! The CRA shall furnish appropriate auxiliary aids and services where necessary to afford an individual with a disability an equal opporttmity 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. Page 1 of 1 Madden, Barbara From: Prainito, Janet Sent: Friday, September 10, 2004 3:00 PM To: Madden, Barbara Subject: FW: Revised Agenda CRA September Board Meeting ..... Original Message ..... From: Costello, Joyce Sent: Friday, September 10, 2004 12:10 PM To: Prainito, Janet Subject: FW: Revised Agenda CRA September Board Meeting FYI - in case you weren't notified ..... Original Message ..... From: Gray, Annette Sent: Friday, September 10, 2004 12:04 PM To: Steve Myott Architect (stevem@quincyjohnson.com); Bob Ensler; Charles Fisher (c.m.fisher@att. net); 3ames T. Barretta (james@barrettaassociates.com); Marie Horenburger (mhorenburger@cs.com); QUTNTUS GREENE (greenq@ci.boynton-beach.fl.us); Alexander DeMarco (cristale@bellsouth.net); Don Fenton (bubbagdf@cs.com); Henderson Tillman; Henderson Tillman; Jeanne Heavilin 0heavilin@msn.com); Lindsey A. Payne (Ipayne@cityatty.com); MARY RAMSEY (ramseym@ci.boynton-beach.fl.us); JANET PRA[N1TO (prainitoj@ci.boynton-beach.fl.us) Cc: Hutchinson, Douglas; Vielhauer, Susan; Tucker, Patricia; Greene, Quintus; Rumpf, Michael Subject: Revised Agenda CRA September Board Meeting Please find attached a revised agenda. Due to damages to the library by Hurricane Frances the meeting location has been changed to the Chamber of Commerce's Conference room at 639 east Ocean Ave Suite 108. The date and time remains the same (September 14th @ 6:30 PM). Of course this is all contingent on Mr. Hurricane Ivan. Annette Gray ( ~v~t!.q tx vo-!¢[ 'I.c tx c~o;.c,r) Boynton Beach CRA 639 E Ocean Ave. Suite 107 Boynton Beach F1 33435 Phone:561-737-2778 Fax: 561-737-3258 graya @ ci.boynton-beach, fl. us 9/10/2004 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 Total Professional Services 2003/2004: $ 5,975 1,525 7,500 $ 10,455 $ 1,500 $ 2,905 $ 14,860 445,319 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 1,5O0 1,500 Phone spent to date: Phone to be spent: Total Phone: $ 3,839 $ 3,961 $ 7,8oo 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 2003/2004: $ 30,887 Audit spent to date: Audit Services to be spent: Audit Total $ 5,975 $ 1,525 $ 7,500 IT Support spent to date: IT Support move to new office IT Support to be spent: IT Support Total $ 10,455 $ 1,500 $ 2,905 $ 14,860 Total Professional Services 2003/2004: $ 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 2003/2004: $ 30,887 MINUTES OF THE COMMUNITY REDEVELOPMENT AGENCY REGULAR MEETING HELD IN COMMISSION CHAMBERS, CITY HALL, BOYNTON BEACH, FLORIDA ON TUESDAY, AUGUST '10, 2004 AT 6:30 P.M. Present: Jeanne Heavilin, Chairperson Henderson Tillman, Vice Chair Alexander DeMarco Don Fenton Marie Horenburger (arrived at 6:45 p.m.) Steve Myott Absent: James Barretta Douglas Hutchinson, CRA Director Lindsey Payne, Board Attorney Susan Vielhauer, Controller I. Call to Order Chairperson Heavilin called the meeting to order at 6:30 p.m. II. Roll Call The Recording Secretary called the roll and declared a quorum was present. II1. Agenda Approval A. Additions, Deletions, Corrections to the Agenda Mr. Fenton requested that Item VI.C. be removed from the agenda. Mr. Fenton inquired why this Board would address this since it was not within the CRA boundaries. Chairperson Heavilin explained that this was a citywide amendment to the zoning code and must to be heard by the Planning and Development Board, as well as this Board. Mr. Hutchinson requested that Item IX.A under New Business (Consideration of Facade Grant Application for Provident Missionary Baptist Church) and Item IX.D (Consideration of Modification to the Human Resources Manual) be moved to the Consent Agenda. Chairperson Heavilin requested that these items, if approved, would become Items D. and E. on the Consent Agenda. B. Adoption of Agenda 5792 Meeting Minutes Community Redevelopment Agency Boynton Beach, Florida August 10, 2004 Motion Vice Chair Tillman moved to approve the additions to the Consent Agenda. Motion seconded by Mr. DeMarco and unanimously carried. IV. Consent Agenda A. Approval of Minutes of July 8, 2004 Workshop; July 13, 2004 Regular Meeting; and July 15, 2005 Continuation Meeting Chairperson Heavilin requested to remove the minutes from the Consent Agenda. Motion Vice Mayor Tillman moved to remove Item IV.A from the Consent Agenda. Motion seconded by Mr. DeMarco. B. Financial Report C. Consideration of Six-Month Extension for the Fagade Grant for Boynton Boundless, LLC. D. Consideration of Fa¢ade Grant Application for Provident Missionary Baptist Church E. Consideration of Modification to the Human Resources Manual Motion Vice Chair Tillman moved to approve the Consent Agenda, as amended. Motion seconded by Mr. Fenton and unanimously carried. Chairperson Heavilin requested that the minutes of the July 13, 2004 Regular Board Meeting, page 21, in the fourth full paragraph, second line, be corrected. The word "west" should be changed to "east." Motion Vice Chair Tillman moved to approve the'minutes, as amended. Motion seconded by Mr. DeMarco and unanimously carried. V. Public Audience 5793 None 2 Meeting Minutes Community Redevelopment Agency Boynton Beach, Florida August 10, 2004 VI. Public Hearing Old Business None New Business Attorney Payne administered the oath to all persons who would be testifying. A. Abandonment Project: Agent: Owner: Location: Janis Group (NE 3rd Avenue (ABAN 04-004) Ron Janis/Karen Janis-Brown N/A 409 NE 3rd Street Description: Request for abandonment of a portion of the Northeast 3rd Avenue right-of-way extending westward from NE 3rd Street to the west boundary of the Arden Park Plat Eric Johnson, Planner, presented the item on behalf of staff. The abandonment is for a 45' unimproved right-of-way located between lots 11 and 30 on the Arden Park Plat. Staff has reviewed the request and finds it acceptable. There are no objections from any of-the public utility companies. Mr. Johnson pointed out that there is a wastewater line that runs through the unimproved right-of-way. Before it could be abandoned, the applicant would have to dedicate that area as a utility easement. Staff is recommending approval. Ron Janis, 821 South Atlantic Drive, Lantana, owns the abutting property next to the right-of-way proposed to be abandoned. The property is overgrown and they anticipate using the right-of-way for parking for their tenants. No structures would be placed on the property that would inhibit access to the wastewater line. Chairperson Heavilin opened the public hearing. Since no one wished to speak, the public hearing was closed. Mr. Myott inquired if abandonment of this right-of-way would affect access to the rear of properties as recommended in the Boynton Beach Corridor Plan, He also asked if other abandonments would affect the Corridor as well. 5794 Mr. Johnson stated that staff reviewed the request and relied upon the Engineering Division to comment, which they did not. Therefore, Mr. Johnson assumed that Engineering reviewed and approved the abandonment. Mr. Hutchinson reported that 3 Meeting Minutes Community Redevelopment Agency Boynton Beach, Florida August 10, 2004 the new Corridor Plan that the Board would be considering tonight would not be affected by this abandonment. Mr. Johnson noted that if the request were approved and the applicant desired to build a parking lot, it would have to go through site plan review and would have to meet today's standards. Motion Vice Chair Tillman moved for approval, subject to the stated conditions. Motion seconded by Mr. DeMarco. Mr. DeMarco inquired how much land was involved. He was informed that the alley was 40'x 135'. Vote The motion unanimously carried. B. Height Exception Project: Agent: Owner: Location: Waterside (HTEX 04-003) Charles Robertson, Southern Homes Southern Homes of Palm Beach, LLC. 3655 North Federal Highway Description: Request for height exception of seven (7) feet - five (5) inches to allow a decorative cupola to extend above the 45-foot maximum height provision in the Infill Planned Unit Development (IPUD) zoning district Eric Johnson, Planner, presented the item on behalf of staff. This Board and the City Commission approved the site plan for this project last month. There was a stipulation that the clubhouse would come back for height exception approval for the decorative cupola that exceeded the allowable 45' height limitation. Staff has reviewed the applicant's request for the height exception. It would have no adverse affect upon the existing or proposed land uses. Staff is, .therefore, recommending approval and feels that it would have a positive impact upon the project. Bonnie Miskel, representing the applicant, assumed the podium and confirmed that the height exception is merely for architectural benefits to the subdivision, as well as the surrounding community. The clubhouse is located along the Intracoastal Waterway in the center of the property and is surrounded entirely by its own community. Mr. Johnson pointed out that the Intracoastal.is visible from the front entrance of the community. 5795 4 Meeting Minutes Community Redevelopment Agency Boynton Beach, Florida August 10, 2004 Chairperson Heavilin opened the public hearing. Since no one wished to speak, the public hearing was closed. Chairperson Heavilin inquired if the clubhouse could have been constructed within the height limit. Mr. Johnson noted that the applicant wanted to incorporate the current pitch of the roof. Ms. Miskel had asked Mr. Ballbe before the meeting why they did not stay within the 45' limit and Mr. Ballbe informed her that they had tried to keep it at that height, but it looked too cramped. Motion Ms. Horenburger moved for approval. Motion seconded by Mr. Fenton and unanimously carried. C. Code Review Project: Agent: Location: Description: Cedant Car Rental (CDRV 04-006) Michael A. Rodriguez, Sachs, Sax & Klein City Wide Request to amend Chapter 2, Zoning, Section 6.C with the addition of supplemental regulations to allow automobile rental ancillary to auto repair, as a conditional use on sites greater than 75 acres. Eric Johnson, Planner, noted that this item was coming before this Board because the request to amend the zoning code is citywide. Currently, this only applies to property of 75 acres or larger and zoned C-3. The only property this applies to is located within the Planning and Development Board area. However, it is always possible that someone might assemble 75 acres in the CRA area and that is why the item is being presented to this Board. The applicant is requesting that car rentals be allowed as an accessory use on sites zoned C-3 on 75 acres or larger. Currently, there is only one car rental facility in the City that is located in the CRA area. Staff is recommending approval of the request; however, only 12 automobiles could be stored on site for rental purposes. The applicant had requested 15 automobiles, but staff is limiting it to 12. Also, staff is recommending the definition for "passenger car rental" be changed as follows. "Establishments primarily engaged in renting passenger cars without drivers, generally for short periods of time. This excludes those establishments primarily engaged in passenger car leasing and taxi and limousine services." This new language will add some safeguards should the issue come up again. Staff is recommending approval. 5796 5 Meeting Minutes Community Redevelopment Agency Boynton Beach, Florida August 10, 2004 Chairperson Heavilin noted that there was an error under "Recommendation," paragraph (3) (11) that stated, "No more than fifteen (12) automobiles shall be stored on-site..." Mr. Johnson will correct this to read "No more than twelve (12) automobiles." Mr. Fenton inquired why the number of vehicles was being limited to 12 since this property was the Mall and there was more than sufficient parking available. Mr. Johnson noted that when staff reviews a request for a code review, it is normally not based on a particular piece of property. However, this case is unique in that it is the only property that meets all the criteria. When looking at the Sears property, where the cars would be located, there are only 12 extra parking spaces. Therefore, staff could not recommend 15 since there were only 12 excess parking spaces. Mr. Johnson pointed out that the Sears property he was referring to was the standalone auto repair building across the street from the Sears Department Store. Chairperson Heavilin noted that at site plan approval the applicant was required to provide 87 spaces and provided 99. She asked if this issue came up again, would the number of spaces be determined for a particular site. Mr. Johnson stated that only 12 spaces would be permitted regardless of the location of the site. If an applicant wanted more than 12 spaces, they would have to request a code amendment. Mr. Myott asked what the purpose was for having cars at this location. Michael Rodriguez, Attorney for the applicant, assumed the podium. Mr. Rodriguez explained that Cendant Car Rental owns Avis Rent-a-Car, and they are forming a partnership with Sears to place rental kiosks in Sears. To this end, they anticipate keeping a limited amount of vehicles on site so that people desiring to rent a vehicle in Boynton Beach would not have to go to the airport. Mr. Rodriguez pointed out that cars would not be serviced at this location, but would come from the Avis depot located at the airport. Currently Avis has a kiosk at the Palm Beach Mall inside the Sears automotive repair area. Motion Ms. Horenburger moved for approval. Motion seconded by Mr. Myott and unanimously carried. VII. Directors' Report Mr. Hutchinson reported that the 3-D Model'of the CBD is now_located in the CRA office. As projects come on board, they will be added. The City Commission requested that it be brought to a Commission meeting and to the Mall to show what the Central Business District would evolve into. 5797 The Web site is now online and_ is still being fine-tuned. The address for the Web site is boyntonbeachcra.org., and there have already been thousands of hits. Meeting Minutes Community Redevelopment Agency Boynton Beach, Florida August 10, 2004 The CRA Police Force is now on duty in both the Heart of Boynton and downtown. The cars, bicycles and uniforms are still on order. The CRA Police Force is comprised of four fulltime officers. Mr. Hutchinson noted that the Board asked staff to contact City staff to determine if the planning and zoning items could be made available earlier in the week so that the agenda could be sent out in one packet. City staff worked very hard on resolving the issue. However, in order for the members to receive the packet two to three days earlier, it would back the CRA items into the Planning and Development Board items. Staff averages approximately six planning and zoning items per month. However, last month's agenda set a record with 15 items. If members wished to receive the packets eadier, it would result in the submittal process of items to the CRA taking another month. This raised concern for applicants having to stretch out their applications over a longer period of time. Mr. Hutchinson felt that if the average agenda contained six P&Z items, the Board could handle this. Mr. Hutchinson inquired how the Board wanted to proceed. If the Board desired the one packet, it would require staff to change all of its scheduling that would involve another month. Mr. Hutchinson pointed out that Nancy Byrne, Assistant Development Director, was present to answer any questions. Ms. Horenburger reported that she checked with other CRAs. She determined that one local CRA does not hear zoning items; they go to their Planning and Zoning Board. Also, the CRA pays for a planner in the City's Planning Department. Mr. Hutchinson said that it is not unusual for a CRA to hire a planner that specializes in urban planning. He noted that the City staff is currently down two positions and the City and the CRA work very closely with staff. Ms. Horenburger requested that it be placed on the agenda when the CRA meets with the City Commission. Mr. Hutchinson said that this could be placed on a future workshop agenda with the Commission for discussion. Mr. Fenton stated that he has served on the Board for a long time and there have been no problems, except for the last meeting where there were 15 planning and zoning items. He felt that the Board was here to serve and the way that things have been done is sufficient. He would prefer not to add this to a future agenda to discuss with the Commission. Chairperson Heavilin concurred with Mr. Fenton's assessment of the situation. She was not in favor of delaying applications any further just for the convenience of the members. Ms. Horenburger thought that if the CRA progressed the way Delray Beach has, more staff would be necessary. Ms. Byrne noted that their staff consists of comprehensive planners working on CRA projects. This means that no matter what the request is, there are appropriate planners on staff to handle it. 5798 7 Meeting Minutes Community Redevelopment Agency Boynton Beach, Florida August 10, 2004 Ms. Byrne stated that she furnished Mr. Hutchinson with statistics that indicated both planning boards had a peak month this year. The Planning and Development Board had 10 items in February. She was proud that Planning and Zoning staff has been able to keep the pace considering they are minus two staff members. Chairperson Heavilin commended staff for doing a wonderful job. Mr. Hutchinson noted that they would keep monitoring the situation and Chairperson Heavilin did not think that this should be a priority of the Board at this time. Mr. Hutchinson reported that the State-of-the-CRA event is scheduled for Thursday, September 2, 2004. A national speaker will be featured and updates of the CRA would be presented. The City Commission and Board members are invited and it is open to the community as well. Outstanding people and projects will be recognized and it is anticipated that this will become an annual event. Mr. Fenton was very enthusiastic about the Business Development Fair and felt it would have a tremendous impact upon the City. Mr. Hutchinson reported that many small developers have expressed an interest in attending, as well as large developers. Mr. DeMarco announced that Mr. Hutchinson would be speaking at the Chamber of Commerce Luncheon on Wednesday, August 11, 2004 at Benvenuto Restaurant. Mr. Hutchinson noted that he would be giving a PowerPoint presentation updating the community on what is taking place in the CRA. VIII Old Business IX. New Business Consideration of Fagade Grant Applicant for Provident Missionary Baptist Church (moved to Consent Agenda) B. Consideration of Approval of the Boynton Beach Boulevard Corridor Plan Mr. Hutchinson reported that the newest version now contains the input of staff from the last workshop. The graphics have been expanded in size for ease in reading. After the Board approves the Plan, it will be put on the CRA Web site and will go to the City Commission for approval. Motion Vice Chair Tillman moved for approval. Motion seconded by Mr. DeMarco and unanimously carried. C. Consideration of Acceptance and Funding for the Proposed Trolley System (2004/2005 Budget Year) 5799 8 Meeting Minutes Community Redevelopment Agency Boynton Beach, Florida August 10, 2004 Mr. Hutchinson reported that the CRA received a three-year grant of $120,000 per year to begin two trolley routes in the CRA area. Even though the grant is for three years, the contract is for two years, since the contract is a piggyback of the City of Stuart. Molly's Trolleys also has an excellent track record and has contracts with Abacoa, West Palm Beach, and Stuart. The rate is a flat fee for two years. When the City of Stuart renegotiates their contract for the third year, it will be brought back to this Board. Mr. Hutchinson pointed out that the Ocean Avenue Trolley would run Thursday through Sunday and not Saturday as stated on page 5756 in the agenda packet. The Board is being asked to approve the budget for the trolley that is included in the new budget. The reason for approving it at this time is to allow the CRA to enter into the contract and accept the MPO grant. The budget for the trolleys is $471,966 for the first year and $467,284 for the second year. Mr. Hutchinson pointed out that the grant funds and advertising revenues will offset these expenses. Staff is also working with City staff to modify the payment in lieu of parking requirement in order to address mass transit. Mr. Hutchinson noted that there was a trolley in front of City Hall on display, which is the type of trolley that would be used on Ocean Avenue. The trolley that will run from the Marina area to Congress Avenue will be a larger, enclosed air-conditioned trolley and is considered the workers' trolley. The hours of operation will be morning through evening hours. Mr. Hutchinson reported that 48% of the households in the Heart of Boynton have only one vehicle, yet almost all households have more than one person working. Staff will be hiring a company on commission to assist with the advertising. It is anticipated that the trolleys would up and running sometime around October-November. Chairperson Heavilin asked if 7:15 a.m. would be early enough for the workers' trolley since construction workers begin work earlier. Mr. Hutchinson explained that the contract is an hourly contract. The need for services will be monitored and operating hours will be adjusted accordingly. Mr. Fenton inquired where the trolleys would be stored. Mr. Hutchinson stated that the contractor would be storing them at their own facilities. He explained that the CRA is renting the equipment. The contractor is responsible for the drivers, safety, maintenance and the requirements set out by the MPO. Molly Stahlman, President of Molly's Trolley, Inc., stated that she has been in the trolley business for almost ten years. Ms. Stahlman introduced her husband, who is a partner in the business. They operate trolley businesses in Pittsburgh, Pennsylvania and West Palm Beach. Ms. Stahlman is-in charge of marketing and her husband handles the daily operation of the business. Ms. Stahlman explained that the Ocean Avenue Trolley would be the entertainment trolley. In answer to Mr. Fenton's question, Ms. Stahlman stated that the trolleys are stored in West Palm Beach where there is a mechanic on staff. 5800 9 Meeting Minutes Community Redevelopment Agency Boynton Beach, Florida August10,2004 Mr. DeMarco inquired who would be receiving the revenue from the advertising on the trolley and was informed that all revenue would go to the CRA. Mr. Fenton asked about the contract with the marketing company. Mr. Hutchinson explained that there are companies that do this type of marketing for advertising on buses, etc. at a cost of $2,500. Ms. Horenburger inquired what marketing company would be going after advertising revenue. Mr. Hutchinson stated that one has not been selected. Currently staff is doing this. However, he felt that this should not be a responsibility for staff. Ms. Horenburger noted that the County was concerned about the type of local advertising on its buses, such as bail bondsmen. Mr. Hutchinson stated that their advertising is already committed and he will bring this to the Board. The major advertisers are restaurants, major developers and the Mall. There is no courthouse in the City, and he did not think that the City would attract this type of advertising. Mr. Myott inquired if there was a program in effect where businesses would pay for their employees to use the trolleys. Mr. Hutchinson explained that as part of the traffic concurrency plan, major employers are required to either put money in, or they could adopt a program that rewards their employees for using mass transit. There are a great many service workers at the Mall that live in this area, and staff is working with the Mall. Mr. Fenton inquired if the Board was being requested to approve a budget item before the entire budget is approved. Mr. Hutchinson stated this was correct. The total cost of the contract was arrived at by using $55 per hour times the schedule for three trolleys that totals $471,966. Members were previously furnished with complete funding details. Motion Ms. Horenburger moved to approve the expenditure of $471,966 for the first year and $467,284 for the second year, including marketing costs for both years. Motion seconded by Mr. DeMarco and unanimously carried. Mr. Hutchinson noted that the term of the agreement in Exhibit A, page 5764 of the Agreement, states three years. This must be changed to two years to go with the piggyback of the City of Stuart contract. Chairperson Heavilin thought that the description in the contract was unclear and only provided for one air-conditioned trolley and questioned if this needed to be clarified. Ms. Stahlman noted that this only applied to the Stuart contract. For the Boynton Beach CRA, it has been determined that the contract is for three trolleys; one open-air trolley and two enclosed trolleys. Attorney Payne agreed that this needed to be clarified. Mr. Hutchinson requested that under Scope of Service, a new paragraph 7 be added that would state that there will be two air conditioned trolleys and one open trolley at the 5801 10 Meeting Minutes Community Redevelopment Agency Boynton Beach, Florida August 10, 2004 $55 hourly rate. Mr. Hutchinson pointed out that Attorney Payne had included provisions that would only apply to Boynton Beach's contract. Motion Vice Chair Tillman moved to accept the contract that would include the provisions that the contract is for two air-conditioned trolleys and one open-air trolley, together with the other changes agreed upon by this Board. Motion seconded by Ms. Horenburger and unanimously carried. Mr. Hutchinson requested that the new reporter for The Palm Beach Post introduce himself. Members welcomed Will Vash. Consideration of modification to the Human Resources Manual (moved to Consent Agenda) E. Consideration of Review Committee for RFQ for Legal Advisor Services Chairperson Heavilin inquired if the RFQ has gone out and Mr. Hutchinson stated that it has. There had been previous discussion that a review committee would be formed to go over the responses. Mr. Hutchinson inquired if any Board members wanted to serve on the committee. Because the committee would be comprised of more than one Board member, the committee meetings will be posted. Vice Chair Tillman and Chairperson Heavilin indicated that they would like to serve. Ms. Horenburger said that she would be an alternate, if needed. Mr. Hutchinson would also like to serve. Ms. Horenburger thought that Mr. Hutchinson was not eligible to serve as a voting member on a selection committee since he was staff. Attorney Payne responded that Mr. Hutchinson could serve in that capacity since the meeting would be posted. Chairperson Heavilin noted that the Board would still make the final decision and this is only a committee recommendation. Ms. Horenburger withdrew her offer to serve on the committee. Motion Vice Chair Tillman moved to approve the selection of three persons to serve on the committee for the Review of the RFQ for Legal Advisor Services. Motion seconded by Mr. Myott and unanimously carried. X. Commissioner Action Chairperson Heavilin appreciated having an overview included in the agenda packet on how the Commission voted on CRA recommendations. Xl. Board Member Comments 11 5802 Meeting Minutes Community Redevelopment Agency Boynton Beach, Florida August10,2004 Mr. Myott reported that he attended a forum sponsored by the Business Development Board this morning where he learned that the County Commission at their Tuesday, August 17th, meeting at 2:00 p.m. would be considering locations for the Scripps Project. Environmentalists have been putting a lot of pressure on some of the County Commissioners. The vote is critical since a great deal of money has been spent and opportunities could be lost on the project. The County Commission is seeking position papers, and he thought that the CRA, the Chamber of Commerce and other interested parties could give their positions. He will bring copies of the County Commission agenda to the Chamber of Commerce meeting tomorrow. Ms. Horenburger noted that some environmentalist groups may be filing lawsuits, which could hold up the process. Xll. Legal Xlll. Other Items XlV. Future Agenda Items A. Budget Workshop for Financial Analysis (August 26th) B. City/CRA Workshop (August 16th) Consideration of Modification to the Direct Incentive Program to Include Arts Commission Elements for Incentive Scoring (September) D. Consideration of Direct Incentive Application for the Promenade at Boynton Project (September) Chairperson Heavilin announced the City Commission/CRA Workshop scheduled for August 16th at 6:30 p.m. in the Library. Chairperson Heavilin announced that the Budget Workshop is scheduled for August 26th at 6:00 p.m. There being no further business, the meeting properly adjourned at 7:50 p.m. Members proceeded to take a ride on the trolley. Respectfully submitted, Barbara M. Madden Recording Secretary (August 11, 2004) 58O3 12 Meeting Minutes Community Redevelopment Agency Boynton Beach, Florida August 10, 2004 5804 13 MEMO TO: CRA Board FROM: Susan Vielhauer SUBJECT: Financials DATE: September 9, 2004 INCOME STATEMENT NOTES We received $5,451.80 for the month of August in interest from the Money Market Account this month. BALANCE SHEET NOTES Cash and Cash Equivalents include $36,635.09 operating account, $4,568,456.28 money market, and $500 petty cash. Accounts Payable includes the following expenses incurred: Sun Trust Visa Card ..$30.93. These expenses will be paid by September 15, 2004. BUDGET TO ACTUAL COMPARISON NOTES The Year to Date Total column includes income and expenses, which have been approved by the CRA Board to date. The Current Period includes the beginning' balance of all accounts as of the first of the month. Current Revenues received this month include $5,451.80 in interest. 5805 Currently the % of budget remaining should be 8% of the total approved budget. The following categories are below or above the 8% average by 10% or more due to the following reasons: 1. Retirement 457 Plan - Currently, only one employee is participating, however others will be joining soon. 2. Shod Term & Long Term Disability - Under, due to loss of one employee. 3. Life Insurance - Under, due to loss of one employee. 4. Legal Expense - Under, due to legal bills that have declined over the past three months on average. 5. Contracted Services - Over, will ask for budget transfer. 6. City Staff - Under, due to decline in second meetings and workshops for the past three months. 7. Audit- Under, one time expense. 8. IT Maintenance - Under, timing of bill. 9. Phone Expense - Under, due to reduction in plans on the cell phones and a change in the phone company to FDN to lower cost. 10. Promotional / Business Meetings, CRA Meeting / Presentations, Association Meeting - Under, due to staff utilizing the conference room for more meetings. Il.Seminars - Over, due to payment for the following seminars; Florida Redevelopment Association and International Downtown Association. Staff will be requesting additional funds in the category. 12.Office Expense - Under, due to efficient purchases of CRA Board and Office Supplies. 13. Licenses, Fees, Permits - Under, due to costs do not occur at given intervals. 14.Advertising - Under, due to costs do not occur at given intervals. 15. Career Development - Under, due to costs do not occur at given intervals. 16. Miscellaneous Expense - Under, due to costs do not occur at given intervals. 17. Debt Service - CRA has not incurred additional debt to date. 18.Office Leasehold Improvements - Under, due to costs do not occur at given intervals. 5806 19.Website Update / Expansion - Under, due to website is under construction now. 20. Printing & Promotional Program - Under, due to annual reports are under construction now. 21.Police & Trolley Program - Under, due to in the development stage. Staff is requesting a Balance Transfer to remove Trolley Program, which will start in 2004/2005 Fiscal Year. 22. Facade Grants - Under, due to existing grants are not complete at this time. APPROVED FA(~ADE GRANTS Boynton Boundless LLC Delray-Boynton Academy Colonial Condo. Assoc Scully Burgers Welsh Plastering $15,000.00 $15,000.00 SI5,000.00 $10,489.00 $ 1,800.00 23. Economic Development Grants - Under, due to existing grants are not complete at this time. APPROVED ECONOMIC GRANTS Yellow Beard D/B/A Boynton Seafood $10,000.00 Innovative Windows Concepts $25,000.00 Delray-Boynton Academy $50,000.00 24. Riverwalk/Promenade Project - Under, due to timing of construction, which has begun. 25. HOB Commercial Improvements - Under, due to project has just started. 26. Marina Parking Garage - Under, due to project has not started yet. 27. CDC Parking Garage - Under, due to project is in development. 28. Savage Creatures Complex- Under, due to Feasibility Study has just started. 29. Miscellaneous Project - Under, due to the Mass Model Project has just started. Staff is requesting an extension of this contract. 5807 Community Redevelopment Agency of Boynton Beach Balance Sheet Government Funds August 31, 2003 Total Community Redevelopment ASSETS Cash and Cash Equivalents Receivables Prepaid Expenses Inventory Fixed Assets Real Estate Relax Inn RiverWalk / Promenade / BBB Extension RiverWalk / Promenade / Land MLK Accumulated Depreciation- Fixed Assets Work in Progress Assets Relax Inn RiverWalk / Promenade / BBB Extension RiverWalk / Promenade / Land MLK Total Work in Progress Assets Furniture / Equipment Accumulated Depreciation-Furn./Equip Total Assets LIABILITIES AND FUND BALANCES Liabilities: Accounts Payable Accrued Liabilities Note Payable Total Liabilities Fund Balances: General Fund Change in Fund Balance Total Fund Balances Total Liabilities and Fund Balances $ $ $ $ 4,605,591.37 2O5,237.43 1,344.13 $ $ $ $ $ 869,209.96 $ $ $ $ 235,079.28 $ 18,805.68 $ (4,724.86) $ 5,930,542.99 $ 30.93 $ 18,735.49 $ 2,752,345.10 $ 2,771,111.52 $ 3,295,835.16 $ (136,403.69) $ 3,159,431.47 $ 5,930,542.99 5808 Income Statement August 31, 2004 Revenue Tax Increment Funds Tax Increment Funds Total Tax Increment Funds City Funds City Transfer Funds Total City Funds Grants, Project Reimbursements Grant Funding Total Grants and Projects Interest Income Interest Income Total Interest Income Other Income Other Income Total Other Income Total Sources of Funds Current $o.oo $0.00 $o.oo $o.oo $o.oo $0.00 $5,451.80 $5,451.80 $1,900.00 $1,900.00 $7,351.80 YTD $2,517,634.74 $2,517,634.74 $o.oo $o.oo $o.oo $0.00 $54,933.05 $54,933.05 $4,170.00 $4,170.00 $2,576,737.79 Current Total $2,517,634.74 $2,517,634.74 $0.00 $o.oo $o.oo $0.00 $60,384.85 $60,384.85 $6,070.00 $6,070.00 $2,584,089.59 58O9 Income Statement Use of Funds Debt Service Debt Service Principal Payment Interest Expense Payment Debt Issue 1 Sinking Fund Issuance Cost Total Debt Service Program Expenses Web Site Updates / Expansion Printing & Promotional Programs Police Programs Transportation / Trolley Festivals / Events / Bus. Programs High School Project Fagade Grant Program Economic Incentive Program Miscellaneous Programs Total Program Expenses Project Expenses Riverwalk / Promenade Project HOB Commercial/Improvements Way-Finding Signage Marina Parking Garage CBD Parking Site Savage Creatures Complex Miscellaneous Projects Total Projects Expenses General & Administrative Salaries & Contract Labor Payroll Tax Disability Retirement 457 Plan Accrued Time Off Workers Compensation Health Insurance Life Insurance Professional Fees - Audit Professional Fees - City Staff Professional Fees - Contracted Services Professional Fees - Legal Professional Fees - Maint. & Cleaning Professional Fees - IT Support Rent Expense Telephone Expense Electric Expense Equipment Leases Office Leasehold Improvements Current $o.oo $2,700.00 $o.oo $o.oo $o.oo $2,700.00 $0.00 $0.00 $248.37 $o.oo $1,771.90 $o.oo $o.oo $o.oo $o.oo $2,O2O.27 $476,052.48 ($39,254.08) $3,500.00 $157,500.00 $0.00 $o.oo $o.oo $597,798.40 $14,250.00 $1,117.44 $132.02 $260.00 $6,954.05 $127.60 $39.36 $71.41 $o.oo $334.26 $44,816.35 $2,752.60 $245.00 $o.oo $2,720.00 $476.73 $224.94 $362.75 $o.oo 5810 YTD $64,715.95 $86,162.08 $o.oo $o.oo $o.oo $150,878.03 $10,104.70 $1,412.60 $o.oo $o.oo $29,767.60 $o.oo $18,393.00 $9,752.00 $o.oo $69,429.90 $1,109,870.03 $50,716.71 $48,485.66 $o.oo $o.oo $40,162.30 $10,710.00 $1,259,944.70 $175 948.87 $11 689.81 $1 469.23 $1 24O.OO $5 624.61 $1 373.41 $14 946.61 ;429.64 $5 975.00 · $3 921.56 $207 466.89 $48,530.16 $2,846.06 $10,445.00 $12,391.41 $4,782.09 $1,588.93 $3,627.50 $0.00 Current Total $64,715.95 $88,862.O8 $o.oo $o.oo $o.oo $153,578.03 $10,104.70 $1,412.60 $248.37 $o.oo $31,539.50 $o.oo $18,393.00 $9,752.00 $o.oo $71,450.17 $1,585,922.51 $11,462.63 $51,985.66 $157,500.00 $o.oo $40,162.30 $10,710.00 $1,857,743.10 $190,198.87 $12,807.25 $1,601..25 SI,500.00 $12,578.66 $1,501.01 $14,985.97 $501.05 $5,975.00 $4,255.82 $252,283.24 $51,282.76 $3,091.06 $10,445.00 $15,111.41 $5,258.82 $1,813.87 $3,990.25 $o.oo Income Statement Property / General Insurance Bonding Insurance Professional Insurance Promotional / Business Meeting CRA Meeting / Presentation Association Meeting Seminars Mileage & Delivery Services Car Allowance Director Office Supplies Office Expense Office Equipment / Furniture Licenses, Fees, Permits Membership, Subscriptions Books & Publications Advertising Expense Career Development Office Printing Marketing and Promotions Miscellaneous Depreciation Expense Interest Expense Total General & Administrative Total Application of Funds Fund Sources in Excess of Application Current $106.32 $27.95 $261.85 $121.94 $0.00 $0.00 $1,822.00 $347.70 $276.92 ($112.50) $56.00 $0.00 $140.86 $399.7O $0.00 $243.0O $425.00 $68.48 $0.00 $0.00 $264.88 $0.00 $79,334.61 $681,853.28 {$674,501.48) YTD $961.55 $266.10 $2,618.50 $3,023.18 $1,074.92 $142.23 $8,997.10 $734.04 $2,907.66 $8,434.98 $860.58 $1,675.69 $223.76 $3,295.48 $374.96 $1,033.50 $1,356.79 $3,587.49 $0.00 $167.15 $2,339.10 $15.83 $558,371.54 $2,038,624.17 $538,113.62 Current Total $1,067.87 $294.05 $2,880.35 $3,145.12 $1,074.92 $142.23 $10,819.10 $1,081.74 $3,184.58 $8,322.48 $916.58 $1,675.69 $364.62 $3,695.18 $374.96 $1,276.50 $1,781.79 $3,655.97 $0.00 $167.15 $2,603.98 $15.83 $637,721.98 $2,720,493.28 ($136,403.69) 5811 August31,2003 Beginning Balance ""enues Taxes Grant Funding Interest Income Other Income Total Revenue Expenditures Personnel Cost Salary Expense Payroll Taxes Retirement 457 Plan Shod Term/Long Term Disability Workers Comp Health Insurance Life Insurance Total Personnel Cost Professional Services Legal City Staff Contracted Services Audit Maint. & Cleaning I.T. Support Total Professional Services Office Rent Expense Phone Expense Electric Expense Office Total r ment Leases Expenses Insurance Property/General Insurance Bond/Liability Insurance Professional Insurance Insurance Total Travel/Entertainment Expense Promotional/Business Meetings CRA Meeting/Presentation Association Meeting Seminars Mileage & Delivery Services Car Allowance- Director Total Travel Expenses Office Supplies Office Expense Office Supplies Total Office Supplies Licenses, Books, Publication Licenses, Fees, Permits Memberships, Subscriptions Books & Publication Total Licenses, Books, Publicati¢ Advertising & Public Notices Career Development Office Printing Expense Miscellaneous Expense Community Redevelopment Agency of Boynton Beach Amended Year T~- Current YTD 2003/2004 Budget Date Period Totals Including Budget July 13, 2004 Totals August Current Month 4,751,917.00 5,207,162.00 5,207,162.00 5,603,016.58 5,207,162.00 03/04 % of Budget Budget Remaining Remaininc, 2,361,158.00 2,517,635.00 2,517,634.74 0.00 2,517,634.74 0.00 0% 0.00 0.00 0.00 0.00 0.00 0.00 N/A 75,000.00 75,000.00 54,933.05 5,451.80 60,384.85 14,615.15 19% 0.00 0.00 0.00 700.00 700.00 700.00 N/A 7,188,075.00 2,592,635.00 2,572,567.79 6,151.80 2,578,719.59 15,315.15 207,500.00 207,500.00 175,948.87 14,250.00 190,198.87 17,301.13 8% 15,563.00 15,563.00 11,689.81 1,117.44 12,807.25 2,755.75 18% 9,375.00 9,375.00 1,240.00 260.00 1,500.00 7,875.00 84% 0.00 2,000.00 1,469.23 132.02 1,601.25 398.75 20% 1,824.00 2,429.00 2,428.81 0.00 2,428.81 0.19 0% 16,800.00 16,800.00 14,946.61 39.36 14,985.97 1,814.03 11% 540.00 644.00 429.64 71.41 501.05 142.95 26% 251,602.00 254,311.00 208,152.97 15,870.23 224,023.20 44,000.00 76,742.00 48,530.16 2,752.60 51,282.76 6,000.00 6,000.00 3,921.56 334.26 4,255.82 170,000.00 219,511.00 207,466.89 44,816.35 252,283.24 7,500.00 7,500.00 5,975.00 0.00 5,975.00 2,800.00 3,350.00 2,846.06 245.00 3,091.06 13,360.00 13,360.00 10,445.00 0.00 10,445.00 30,287.80 12% 25,459.24 33% 1,744.18 29% -32,772.24 -15% 1,525.00 20% 258.94 9% 2,915.00 22% 243,660.00 326,463.00 279,184.67 48,148.21 327,332.88 -869.88 0% 14,112.00 14,112.00 12,391.41 2,720.00 15,111.41 -999.41 -7% 7,800.00 7,800.00 4,782.09 476.73 5,258.82 2,541.18 33% 1,875.00 1,875.00 1,588.93 224.94 1,813.87 61.13 3% 23,787.00 23,787.00 18,762.43 3,421.67 22,184.10 1,602.90 7% 4,356.00 4,356.00 3,627.50 362.75 3,990.25 365.75 8% 1,438.00 1,438.00 1,376.57 0.00 1,376.57 61.43 4% 350.00 373.00 372.26 0.00 372.26 0.74 0% 3,900.00 3,900.00 2,909.77 0.00 2,909.77 990.23 25% 5,688.00 5,711.00 4,658.60 0.00 4,658.60 1,052.40 19% 4,800.00 4,800.00 3,023.18 121.94 3,145.12 1,654.88 34% 3,000.00 3,000.00 1074.92 0.00 1,074.92 1,925.08 64% 504.00 504.00 142.23 0.00 142.23 361.77 72% 6,735.00 6,735.00 8,997.10 1,822.00 10,819.10 -4,084.10 -61% 1,080.00 1,080.00 734.04 347.70 1,081.74 -1.74 0% 3,600.00 3,600.00 2,907.66 276.92 3,184.58 415.42 12% 19,719.00 19,719.00 16,879.13 2,568.56 19,447.69 271.31 1% 1,500.00 1,500.00 860.58 56.00 916.58 583.42 39% 7,500.00 9,000.00 8,434.98 -112.50 8,322.48 677.52 9% 9,000.00 10,500.00 9,295.56 -56.50 9,239.06 1,260.94 14% 1,250.00 1,250.00 223.76 140.86 364.62 885.38 71% 3,316.00 3,852.00 3,295.48 399.70 3,695.18 156.82 5% 500.00 500.00 374.96 0.00 374.96 125.04 25% 5,066.00 5,602.00 3,894.20 540.56 4,434.76 1,167.24 23% 4,000.00 4,000.00 ~,033.50 243.00 1,276.50 2,723.50 68% 4,000.00 4,000.00 1,356.79 425.00 1,781.79 2,218.21 55% 4,500.00 4,500.00 3,587.49 68.48 3,655.97 844.03 19% 500.00 500.00 182.98 0.00 182.98 317.02 63% 5812 Debt Service Principal Payment Interest Expense Debt Issue 1 Sinking Fund Issuance Cost Total Debt Service 2003/2004 Budget 134,925.23 182,372.73 200,000.00 20,000.00 60,000.00 597,297.96 Amended 2003/2004 Budget Year To Date Current Period Totals--- August 134,925.23 64,715.95 0.00 182,372.73 86,162.08 2,700.00 200,000.00 0.00 0.00 20,000.00 0.00 0.00 60,000.00 0.00 0.00 597,297.96 150,878.03 2,700.00 YTD Totals 03/04 Including Current Budget Month Remaining 64,715.95 70,209.28 88,862.08 93,510.65 0.00 200,000.00 0.00 20,000.00 0.00 60,000.00. 153,578.03 443,719.93 52% 51% 1C' 1L 100% 74% 5813 Operating Expense PROGRAMS O~;~.e EquipmentJFurniture a Leasehold Improvements Web Site Update/Expansion Printing & Promotional Programs Marketing and Promotions Police Central Business District Heart of Boynton Total Police Transportation/Trolley Festivale/Evente/Bus. Program Facade Grants Economic Development Grants PROJECTS Riverwalk/Promenade Projects HOB Commercial/improvements Way-Finding Signage Marina Parking Garage CDC Parking Site Savage Creatures Complex Miscellaneous Projects TOTALS EXPENSES T~' Reserve Balance Before Debt Proposed Bonds TOTAL RESERVE BALANCE 1,173,175.96 1,260,746.96 701,493.85 74,291.96 Amended Year To Current 2003/2004 Budget Date-- Period Budget July 13, 2004 Totals August 2,500.00 2,500.00 1,675.69 0.00 1,500.00 1,500.00 0.00 0.00 10,000.00 35,000.00 10,104.70 0.00 17,500.00 17,500.00 1,412.60 0.00 2,000.00 2,000.00 0.00 0.00 175,000.00 175,000.00 0.00 2,788.37 175,000.00 175,000.00 0.00 2,840.00 775,785.81 484,961.15 YTD 03/04 % of Totals Including Budget Budget Current Month Remaining Remaining 1,675.69 0.00 10,104.70 1,412.60 0.00 2,788.37 2,640.00 350,000.00 350,000.00 0.00 5,628.37 5,628.37 150,000.00 0.00 0.00 0.00 0.00 50,000.00 50,000.00 25,597.60 571.90 26,169.50 100,000.00 150,000.00 18,393.00 0.00 18,393.00 50,000.00 50,000.00 9,752.00 0.00 9,752.00 0.00 2,150,000.00 1,109,870.03 476,052.48 1,585,922.51 5,550,000.00 846,600.00 199,055.78 47,486.13 246,541.91 50,000.00 60,451.00 48,485.66 3,500.00 51,985.66 0.00 1,050,000.00 0.00 157,500.00 157,500.00 1,750,000.00 1,750,000.00 0.00 0.00 0.00 75,000.00 75,000.00 40,162.30 0.00 40,162.30 50,000.00 50,000.00 10,710.00 0.00 10,710.00 9,381,675.96 7,901,297.96 2,176,713.21 765,030.84 2,941,744.05 -2,193,600.96 -101,500.96 5,603,016.58 4,844,137.54 2,000,000.00 2,000,000.00 0.00 0.00 -193,600.96 1,898,499.04 5,603,016.58 4,844,137.54 4,644,137.54 0.00 4,844,137.54 824.31 33% 1,500.00 100% 24,895.30 71% 16,087.40 92% 2,000.00 100% 172,211.63 98% 172,160.00 98% 344,371.63 98% 0.00 0% 23,830.50 48% 131,607.00 88% 40,248.00 80% 564,077.49 26% 600,058.09 71% 8,465.34 14% 892,500.00 85% 1,750,000.00 100% 34,837.70 46% 39,290.00 79% 4,959,553.91 5814 STATEMENT OF CASH FLOWS BEGINNING CASH BALANCE REVENUES ')ther Income Sponsorship for State of CRA Rent Total Other Income Interest Income SunTrust Bank Interest Total Interest Income TOTAL REVENUES EXPENDITURES Salaries Expense Douglas Hutchinson Douglas Hutchinson Texas CS Unit Texas CS Unit Susan Vielhauer Susan Vielhauer Annette Gray Annette Gray Total Salaries Expense Payroll Taxes 941 taxes July Total Payroll Taxes ]ealth Insurance Expense ,801.78 ,801.78 461.54 461.54 ,339.62 ,339.62 ,312.22 ,312.22 $ 4,455.02 $ 1,200.00 $ 700.00 $ 1,900.00 $ 5,451.80 $ 5,451.80 $ 9,830.32 $ 4,455.02 $ 5,580,464.74 $ 5,587,816.54 Comp Dent Corporation Total Health Insurance Expense Life Insurance Expense First Colony Life Insurance Total Life Insurance Expense Retirement Lord Abbot Lord Abbot Lord Abbot Total Retirement Expense ST & LT Disability The Principal Financial Group Total ST & LT Disability Professional Fees - Legal Goren, Cherof, Doody & Ezrol Total Professional Fees - Legal Professional Fees - Contracted RMPK Group RMPK Group RMPK Group The Angell Group RBC Dain Rauscher Kimley-Horn Associates, Inc Jonathan Ricketts Total Professional Fees - Contracted 5815 $ 39.36 $ 71.41 $ 200.00 $ 200.00 $ 200.00 $ 132.02 $ 2,752.60 $ 15,000.00 $ 4,400.00 $ 260.23 $ 187.50 $ 12,984.67 $ 3,800.0O $ 8,876.25 $ 39.36 $ 71.41 $ 600.00 $ 132.02 $ 2,752.60 $ 45,508.65 Professional Fees - City Clerk City of Boynton Beach City of Boynton Beach City of Boynton Beach Total Professional Fees - City Clerk Professional Fees - Maint. & Cleaning Green Team Pest Control Allan Business Machines Royal Office Cleaning Total Professional Fees - Maint. & Cleaning Equipment Leases Pitney Bowes Imagistics Total Equipment Leases Office Printing Imagistics Total Office Printing Rent Expense Gene Moore rent September Leon Stuck new offices Total Rent Expense Electric FPL Total Electric Expense Telephone Cingular Wireless FDN Communications (July) Bell South Total Telephone Expense Promotional/Business Meetings Business Meeting Total Promotional/Business Meetings Debt Interest Bank of America Total Debt Interest Membership & Subscriptions Florida Trends TGCI Grantmanship Center Total Membership & Subscriptions Fees SunTrust Bank Fees Total Fees Festivals/Events/Business Programs Discovery Travel Stanely Bernstein Benton Photography Total Festivals/Events/Business Programs Mileage & Delivery Federal Express Total Mileage & Delivery Advertising The Palm Beach Post The Palm Beach Post Total Advertising 5816 $ $ $ $ $ $ $ 112.23 222.03 215.83 20.00 85.00 140.00 19.75 343.00 68.48 1,120.00 1,600.00 224.94 68.12 188.61 220.00 451.57 2,700.00 179.70 250.00 134.86 671.90 800.00 300.00 216.10 243.00 399.00 $ 550.09 $ 245.00 $ 362.75 $ 68.48 $ 2,720.00 $ 224.94 $ 476.73 $ 451.57 $ 2,700.00 $ 429.70 $ 134.86 $ 1,771.90 $ 216.10 $ 642.00 Office Expense Aqua Springs & Coffee Total Office Expense Office Supplies Sale of Books Walmart Postage Total Office Supplies Festival/Events/Business Programs Postage Total Festival/Events/Business Programs Career Development Gold Coast School Real Estate Total Career Development Seminars Westin Hotel & Resort Total Seminars Marina Parking Garage TRG Boynton Beach Total Marina Parking Garage Way-Finding Signs Guidance Pathway Systems Total Way-Finding Signs Police Contract More Direct City of Boynton Beach Total Police Contract JBB Ext/RiverwalldPromenade Burkhardt Construction Total BBB Ext/RiverwalldPromenade Savage Creatures Museum Study Baker Leisure Group Total Savage Creatures Museum Study HOB Goren, Cherof, Doody, & Ezrol Goren, Cherof, Doody, & Ezrol Keith & Schnar PA West Berry & Associates Pamela Williams Relocation Funds West Berry & Associates Pinnell Survey Inc Escrow Account for Scott Sam Kelly Relocation Funds Brandon Kelly Relocation Funds The Urban Group The Urban Group Total HOB TOTAL EXPENDITURES 3'-"'AL REVENUES OVER EXPENDITURES $ 56.00 $ (116.50) $ 49.16 $ 2O0.0O 5817 $ 200.00 $ 425.00 $ 1,822.00 $157,500.00 $ 3,500.00 $ 5,181.60 $ 248.37 $ 681,289.91 $ 10,000.00 $ 1,176.70 $ 2,165.10 $ 1,500.00 $ 5,0O0.00 $ 1,000.00 $ 4,2O0.00 $ 650.00 $ 5,000.00 $ 3,153.56 $ 3,153.56 $ 8,662.27 $ 11,824.94 $ 56.00 $ 132.66 $ 200.00 $ 425.00 $ 1,822.00 $ 157,500.00 $ 3,500.00 $ 5,429.97 $ 681,289.91 $ 10,000.00 $ 47,486.13 $ 982,225.17 $ 4,605,591.37 Memo To: From: Date: Fie: CRA Board Susan Vielhauer August 24, 2004 Consideration of Payment of Facade Grant for Scully Burgers Scully Burgers, located at 2005 S. Federal Highway, Boynton Beach, FL., has submitted a request for payment for the Fa~;ade Grant Application, which was approved on June 8th, 2004 in the amount of $10,489. The total portion of the project for the Fa~;ade Grant included the Fr°nt Deck at a cost of $9,600, building painting at a cost of $2,700.00 and parking lot at a cost of $8,164.60. Attached are the copies of payments, checks, and Final Lien and Payment Release from M & M asphalt Pavement Maintenance Corp., Gene Marecsa, and Roe Stream Painting, as well as pictures of the completed project. Staff is recommending the approval of the request for payment of $10,489 for the Scully Burgers Facade Grant. The Budget line item Facade Grants has funds to pay the grant request. 5818 SCULLY RESTAURANT 2005 SOUTH FEDERAL ltIGHWAY BOYNTON BEACH, FL 33435 561-733-4782 FACADE IMPROVEMENTS COMPLETED AUGUST 11, 2004 Estimated costs: From deck $9600.00 Parking lot 8585.00 Building paint 2700.00 TOTAL $20885.00 Final costs From deck $9600.00 Parking lot 8164.60 Building paint 2700.00 Miscellaneous: Ed Siska l~ndscape 470.00 Collet's Tree Service 475.00 TOTAL ACTUAL COSTS: $21,409.60 The miscellaneous expenses were necessary to prepare the parking lot for paving. August 11, 2004 5819 M & M ASPHALT PAVEMENT MAINT. CORP. 601 EAST COAST DR, N LANTANA FL 33462 PHONE: 561 588 0949 FAX: 561 588 2140 RELEASE OF LIEN KNOW ALL MEN BY THESE PRESENTS: That the undersigned, M & M ASPHALT PAVEMENT MAENT CORP, for and in good consideration the sufficiency and receipt of which is hereby acknowledged, hereby releases and quit claims to KEVEN SCULLEY, SCULEY'S RESTAURANT, 205 S FEDERAL HWY, BOYNTON BEACH FL its assigns, and the owner, all liens, liens rights, claims or demands of any kind whatsoever, which the undersigned now has or might have against the building on premises. Further: On account of labor performed and/or material furnished for the construction of any improvements thereon. That all LABOR, SUB-CONTRACTORS, AND MATERIALS, used by the undersigned in the erection of said improvements have been fully paid for. By: Print: NElL ORTNER Title: PRESIDENT STATE OF FLORIDA COUNTY OF PALM BEACH The foregoing instrument was acknowledged before me on August 19, 2004 by NEIL ORTNER, its president, who is personally known to me and did take an oath. State of Florida at Large 5820 M&M ASPHALT PAVEMENT MAINT. CORP 601 EAST COAST AVE N LANTANA, FL 33462 ~ oice: Fax: 561 588-0949 561 588-2140 IIIVOIC! Invoice Numbe~ 6119-: Invoice Date Jul 21, 200, Page 1 SoldTo: SCULLY ENTERPRISES, INC 2005 S FEDERAL HWY BOYNTON BEACH, FL 33435 Ship to: Customer ID ~ Customer PO Sales Rep ID ~ Shipping Method Payment Terms Net 3 Days Ship Date Quantity Item Description Unit Pdce OVERLAY 10,749 S.F. STRIPE, ADDITIONAL: HANDICAP SIGN & POSTS CAR STOPS PERMITS . lO,O''l Due Date 7~24/04 Extension 7,110.00 300.00 600.00 154.60 Check No: 5821 Subtotal Sales Tax Total Invoice Amount Payment Received TOTAL 8,164.60 8,164.60 0.00 8,164.60 SMALL BUSINESS CHECKING ACCOUNT NO. STATEMENT DATE 71-237-193 Jun. 36, 2004 Souttgh~ilm~ i Page 5 of 7 5822 'I m III M&M ASPHALT PAVEMENT MAINT. CORP 601 EAST COAST AVE N LANTANA, FL 33462 ¢oice: 561 588-0949 Fax: 561 588-2140 Ill ¥ Invoice Numbe~ 6119-: Invoice Date Jul 21, 200, Page 1 Sold To: SCULLY ENTERPRISES, INC 2005 S FEDERAL HWY BOYNTON BEACH, FL 33435 Ship to: Customer ID Customer PO SCUL Sales Rep ID Shipping Method Quantity Item Payment Terms Net 3 Days Ship Date Due Date Description IOVERLAY 10,749 SoF. STRIPE, ~ADDITIONAL: HANDICAP SIGN & POSTS CAR STOPS PERMITS DEPOSIT Unit Pdce 7/24/04 Extension 7,110.00 300.00 600.00 154.60 -5,000.00 '1 Check No: 5823 Subtotal Sales Tax Total Invoice Amount Payment Received TOTAL 3,164.60 3,164.60 0.00 3,164.60 SMALL BOSINESS CHECKING 71-237~193 Jul. 31, 200,4 Page 6 of Z ;:;?j y,c .~- ..... IlllllllllllllllJllll{ GENE MAKESCA ?B Crossings Circle Boynton Beach~ Fl. 561-~64-4980 ~73-3070 cell mn~x2000g (_&;h otmail c o m Contractor's Affidavit State of Florida County of PALM BEACH Before me, the undersigned, personally appeared and, after being duly sworn, deposes and says of his personal knowledge the following: He is the Gene Maresca, which does business in the State of Florida, hereinafter referred to as the" Contractor." Contractor, pursuant to a contract with Kevin Scully Hereinafter referred to as the" Owner," has furnished or caused to be furnished labor, materials, and services for the construction of certain improvements to real property as more p _articularly set forth in said contract for Replacement exterior deck, railing and walkways. This affidavit is executed by the contractor in accordance with section 713.06 of the Florida Statutes for the pm-pose of stating that all lienor under his direct contract who have timely served a notice to owner on the owner and the contractor have been paid ha full. Signed, sealed, and delivered this By; Gene Maresca Sole proprietor General Contractor CGC 019677 ~ J£NNII~ER OL_qON NOTARY PUBLIC STATE OF FLORIDA COMMISSION NO. DD083264 MY COMMISSION EXP. AUG 27~2005 5825 Gene Maresca 7B Crossings Circle Boynton beach, F1.33435 561-364-4980 Remodeling P?oposal Date: Submitted to: Of (company): City, St, Zip:~ oodunt,,: Date of plans: Approx. start: Architect: Approx. end: We hereby submit specifications and estimates for: I~.EI~~~60R DECKING MATERIAL AND REPLACE WITH TREX 2X6 SADDLE COLOR. POUR CONCRETE RA~P ON SOUTH SIDE OF FRONT WALKW~A¥. / TREX MATERIAL FASTENERS / COMPOSITE-DECKING SCREWS LABOR FOR DECK WORK INCLUDING HAULING RAMP MATERIAL ~ FORM WORK LABOR $3098.~9 :306.00 ~00.00 35S.60 SUB TOTAL $ 5260.19 ESTIMATE FOR ANY STRUCTIAL REPAIRS TO DECK JOISTS OR THE REPLACEMENT OF ANY SUPPORTING MEMBERS. $ 2733.00  iI~TE TO REPAIR DECK RAILING. $ 1606.8 TOTAL $ 9600.00 Payments to be made as follows: Contractor's signature: Acceptance of proposal - The above price, specififcations and conditions are satisfactory and are hereby accepted. You are authorized to do the work as specified. Payment will be made as shown above, l~,vl. ~~ Owner's signature: Date: '2'/5~ Or! SMALL BUSINESS CHECKING ACCOuMT NO. STATEMET't"¢ DATE 71-237-193 Jul, 31, 2004 SouUmmt Bank J Page $ of 7 30ai)421~t ' 5827 Iii ~. ~\ ~MJUJ. BUSINESS CHECKING ACP.;OLJ~'~T NO. STATEMENT DATE 71-237-193 Jul. 31. 2004 5828 Check Printing View Page 1 of 1 Posted Date [[ 20040805 Bank [l 95 R/T [[ 6310943 Account ][ 71237193 Check 11455 Amount 112062.53 DIN 11150111959 Secondary DIN I[ 150111946 Secondary Check I[ 0 Secondary Account {187882503 Tran. Code I 0 Media I[MOT status 5829 http://10.10.26.12/servlet/PrintLayoutServlet?PRINT_MODE=oneXOne&itemsPerFetch=l... 8/6/2004 RoeStream Painting ?07-e3 e SCULLEY BURGERS KEVIN SCULLEY ~[nvoice Date Tnvoice # 05 09 04 5643 · Pressure cleaning OF THE BUTLD];NG · Painting of the exterior building · Using benjamin moores paint and materials · Painting a Iow lustre on the walls and a semi gloss on the trim · The building will have two coats of paint · All windows will be taped off prior to painting All cracks and holes will be repaired Lights will be taken down and painted Painting of the interior ceilings Twenty seven hundred 2700.00 ~ ~-cc~ ci~ q:) ~ ~ c~ q -/'5'- c~4 5830 8MALL BUSINESS CHECKING 71-237-193 Jul. 31, 2004 SeutllmtBmlk I Pgge 4 al 7 i SMALL BUSINESS CHECKING ACDOUNT NO STATE~EN'Ii DATE 71-237-193 Jul. 31, 2004 ~t~ S PB~e 5 of 7 Ill Ro¢$tre~rn Pointing (§61) 707-8318 Bill To Date Znvoice ~-/7-~t -~ Iff- ~-//} 5833 W CA~ IiIEAL~ Before Picture of Building After Painting 5834 Before Picture of Deck After Deck Completed 5835. Before Picture of Deck After Deck Completed 5836 Betbre Picture of Parking Lot After Parking Lot Completed 5837 MEMO TO: CRA Board FROM: Susan Vielhauer SUBJECT: Consideration of a Motion to Extend the time on Work Order #1 of the Financial Advisory Contract DATE: August 23, 2004 Staff has been working continuously with the Julie Turner of RBC Dain Rauscher, formally William R. Hough and Company on Phase 1- Planning and Development comprehensive analysis on the budget's financial needs. Due to the continuing work effort, Staff is recommending a motion to extend the time for completion of Work Order #1 from March 2, 2004 to September 1,2004. 5838 WORK ORDER FOR FINANCIAL ADVISORY SERVICES MASTER CONTRACT NAME: Financial Advisory Contract DATE CONTRACT WAS APPROVED: February 10~ 2004 AMENDED WORK ORDER NO: #1 DATE: 02/19/2004 DESCR/PTION: Phase 1- Planning and Development 1. Attend meeting as requested by the CRA for the purpose of developing a long term plan to address all proposed programs and capital needs and how these needs should be funded. 2. Perform a comprehensive analysis on the budget's financials needs. 3. Carefully analyze financing methods to determine the best methods for the CRA consistent with current economic and capital market conditions and rating agency criteria. The Financials Advisor shall provide advice as to the advantages and disadvantages on long term financing and credit enhancements devices. AUTHORIZATION TO PROCEED: Execution of this Work Order by the Boynton Beach Community Redevelopment Agency (the "CRA") shall serve as authorization for RBC Dain Rauscher formally known as William R. Hough & Co. (hereinafter, the "Financial Advisor") to provide professional services for the above Project. Whenever the Work Order conflicts with the Financial Advisory Services Agreement dated as of February 19, 2004 (the "Agreement"), such Agreement shall prevail. TIME FOR COMPLETION: The Financial Advisor shall use its best efforts to substantially complete the Work Order No gl on or before; MP~,CH 2, 200~, SEPTEMBER 30, 2004. COMPENSATION: Payment to the Financial Advisor shall be made by the CRA in accordance with the payment terms set forth in the Agreement. This Work Order is issued on an: [X] Hourly Rate Method [ ] Another Method pursuant to the Agreement as described below. If this Work Order is issued on an Hourly Rate Method, the Financial Advisor shall perform all work required by this Work Order and will be compensated based on the hourly fee schedule set forth in the Agreement, plus reimbursable out-of-pocket expenses. b. If this Work Order is issued on another Method pursuant to the Agreement, such Method is specified as follows: Any compensation for work performed on the Project will not exceed this amount without prior written authorization of the CRA. It is expressly understood by the Financial Advisor that this Work Order, until executed by the CRA, does not authorize the performance of any service by the Financial Advisor. IN WITNESS WHEREOF, the parties hereto have made and executed this Work Order as of the date first above written. 5839 RBC DAIN RAUSCHER, formally known as WILLIAM R. HOUGH & CO. BOYNTON BEACH COMMUNITY REDEVELOPMENT AGENCY By: Julie A. Turner, First Vice President By: Jeanne Heavilin 584O MEMO TO: CRA Board FROM: Susan Vielhauer SUBJECT: Consideration of Approval of Community Redevelopment Agency Pay Plan For 2004-2005 DATE: August 28, 2004 Staff is presenting the CRA Pay Plan with the following Job Classifications and pay rates for approval. The Pay Plan has not been adjusted for two years. The Pay Plan sets the pay rangers for each position. The employee's pay is set within their job pay ranges. Adjustment of the Pay Plan does not trigger any type of automatic pay increases for the employees. The increases to the pay ranges include a 1.035% increase in the Midpoint and Maximum ranges for labor market adjustments. Note that inflation over two years would generate an adjustment of 3% to 6%. The Bookkeeper will be a new position with a new pay range. The Secretary position has an adjustment, due to the current below market pay range in this Job Classification. We have had problems in filling this position in the past and were very lucky to find Garine. We have gone out for three ad cycles and have not found qualified candidates in the current range of $18,000 to $32,500. From the current labor market responses; staff feels that a range of $25,000 to $35,000 is required to fill the position at our skill level needs. Staff is recommending approval of the CRA 2004-2005 Pay Plan. 5841 Community Redevelopment Agency Pay Plan 2004-2005 Job Title CRA Director Assistant Director Controller Administrative Assistant Bookkeeper Secretary Contract Exempt Annual Annual Position Non-Exempt Minimum Midpoint Yes Exempt $80,000 $97,850 Yes Exempt $55,000 $65,663 No Exempt $40,000 $50,213 No Exem pt $33,500 $41,715 No Non-Exempt $30,000 $35,000 No Non-Exempt $25,000 $30,000 Annual Maximum $113,300 $74,675 $59,225 $48,925 $45,000 $35,000 Non-exempt positions will be defined by the CRA Executive Director as needed and approved according to the hiring process of the CRA. 5842 MEMO TO: CRA Board FROM: Susan Vielhauer SUBJECT: Consideration of Budget Transfer Request DATE: September 9, 2004 Staff has attached the following Budget Transfer request for the 2003-2004 budget ending September 30, 2004 for approval at the September 14, 2004 CRA Board meeting. This transfer and 2003/2004 Budget amendment is in accordance with the 2004-2005 budget requirements. 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. REVENUE: TIF Funds: TIF Funds received: Total TIF Funds: Interest Income: $2.517.635 $2,517,635 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 to be received: $ 4,994 Total Interest Income: $ 48,010 TOTAL REVENUE: $2,566,360 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 $ $ $ 2,9O7 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 06-06 & New 06-07 & New Projects Projects Projects 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 Bain $ 20,000 $ 0 $ 10,000 $ 10,000 $ 0 $ 0 Total $ 705,590 $175,856 $164,361 $ 219,755 $83,394 $ 80,909 Total 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 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 1,5OO 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 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 $ 3,9OO 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 4,8OO CRA Meetings/Events spent to date: $ CRA Meetings/Events to be spent: $ Total CRA Meetings/Events $ 1,075 1,925 3,000 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 s. pent: Total Mileage & Delivery: $ $ $ 687 393 1,080 Call Allowance spent to date: Call Allowance to be spent: Total Call Allowance $ $ $ 2,215 1,385 3,6OO 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: Licenses, Fees, Permits to be spent: Total Licenses, Fees, Permits $ 275 $ 975 $ 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 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: $ 1,357 Career Development to be spent: $ 2,643 Total Career Development: $ 4,000 Office Printing Expense: The CRA produces projects books broken down into North and South Federal Highway, Boynton Beach BIvd, Head of Boynton and the Central Business District. Office Printing spent to date: Office Printing to be spent: Total Office Printing $ 275 $ 975 $ 4,500 Newsletter spent to date: Newsletter to be spent: Total Newsletter: $ 0 $ o $ o Printing Annual Reports spent to date: Printing Annual Reports to be spent: Total Printing Annual Reports: $ 980 $ 16,520 $ 17,500 Total Office Printing Expense: $ 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: $ 150,878 $ 166.420 Total Debt Service: $ 317,298 TOTAL EXPENSES: $1,129,598 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_.00O $ 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: Business Development to be spent: Total Business Development: Holiday & Events Street Decor: Holiday & Events Decor spent to date: Holiday & Events Decor to be spent: Total Holiday & Events Street Decor: $ 0 $ 15:000 $ 15,000 $ 0 $ 5..000 $ 5,000 Fagade Grants: This programs dollar for dollar up to $15,000. Fa(~ade Grants spent to date: Facade Grants to be spent: Total Fagade Grants: Fagade Grants Roll Over 2004/2005 Economic Development Grants: This program was established as a $ 18,253 $ 16,747 $ 35,000 $ 75,000 program was matching grant $100,000 $ 355,000 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 PROJECTS BBB/ RiverwalidPromenade Projects: Construction has begun on the Boynton Beach Extension/Riverwalk/and Promenade Design/Build Project. BBB Bird to date: BBB BIvd to be spent: Total BBB Blvd $2,387,815 $ 669,767 $1,718.048 Total Promenade to date: Promenade to be spent: Promenade: $ 0 $ 113.797 $ 113,797 Total Rivervvalk spent to date: Riverwalk to be spent: Riverwalk $ 0 $ 113.797 $ 113,797 HOB Land Acquisition: HOB Land Acquisition spent to date: Riverwalk to be spent: Total HOB Land Acquisition: 7,058 342,942 $ 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: $ 0 $ 30,000 Total Miscellaneous: 30.000 Savage Creatures Complex: The CRA has contracted with the 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 Baker TOTAL PROGRAMS $3,110,860 Memo To: From: Date: Re: CRA Board Susan Vielhauer August 24, 2004 Consideration of Payment of Fa(;ade Grant for Salefish Realty Salefish Realty, which is currently located at 352 Ocean Avenue, will be relocating to their newly purchased building at 915 South Federal Highway. On August 24, 2004, they submitted a Fa~:ade Grant Application in amount of $18,453.55 of which the CRA will reimburse a total of $9,226.77. Salefish Realty is proposing to paint the building, repave the parking lot, install a new white shadowbox fence, replace the sign and install three awnings on the front and side of the building. They received three bids for the painting of the outside of the building ranging from $2,900 to $4,650 and have selected Cornelius Painting, Inc. with a bid of $2,900. Staff has included in your package a paint card showing the color scheme. They received three bids for the repaving of the parking lot ranging from $4,059 to $5,315 and have selected M & M Asphalt pavement Maintenance Corporation. They received three bids for their sign ranging from $1,070 to $2,987 and have chosen Signature Signs with a bid of $1,070. Staff has included a picture of the existing sign and the new insert for the sign. 5843 They received three bids for the fabrication and installation of three spear style window awnings for the front and side of the building. The bids ranged from $1,685 to $2,615 and they have selected Delray Awning Co. Staff has included a swatch of the awning material with the correct colors has been included in your package. They received three bids for the white shadow box fence ranging from $6,552 to $8,771 and have selected American Wood Fence. They have supplied a picture of the fence, which is included in your package. Staff is recommending the approval of the request for payment of $9,226.77 for the Salefish Realty Fagade Grant. The Budget line item Fagade Grants has funds to pay the grant request. 5844 BEACH Facade Grant Request for Salefish Realty Inc. August 28, 2004 Staff: Susan Vielhauer 5845 2002~2003 FA(;::ADE IMPROVEMENTS GRANT PROGRAM PROGRAM AGREEMENT Boynton Beach Community Redevelopment Agency PROGRAM REGULATIONS The Applicant agrees not to alter, renovate, or demolish the new fagade for three years, commencing at the time final inspection by the CRA is completed. If violated by the applicant, the CRA may choose to require grant fund repayment, enforced by property lien. The CRA will consider approval of grants for exterior improvements to a building which does not face a recognized street. The exterior rear of a building facing an alley way will also be considered. A minimum of three (3) inspections by the CRA are required. Those minimum CRA inspections are (1) before starting work, (2) during work and (3) final inspection. More inspections may be required by the CRA. It is the sole responsibility of the Applicant to schedule inspections with the CRA and City. These inspections in no way are substitutes for required City inspections and compliances. .'- The property owner, or tenant if applicable, must complete the fagade improvement project within six (6) months of the grant award unless the project is approved as a phased project in which case the project must be completed within six (6) months of the commencement of the final phase. Failure to complete the fagade improvements in a timely manner will result in the property owner, or tenant if applicable, losing the grant reimbursement opportunity. The Board may consider time extensions. REIMBURSEMENT REGULATIONS This program is designed as a reimbursement grant. That is, all work must be done and paid for by the Applicant, prior to the CRA's funds being released. The CRA will provid, e reimbursement to the grantee upon submittal of a complete Reimbarsement Request and approval of completion by the CRA Board. Boynton Beach Community Redevelopment Agency Fagade Grant Program Agreement Page 1 of 2 Revised 12/10/02 5846 Reimbursement Request shall be summarized in a report and accompanied by proper documentation. Proper documentation will consist of (1) Project accounting including invoices, receipts or other acceptable evidence of payment from suppliers and licensed contractor(s) that have been marked "paid" with a "release of lien" signed by each. Proposals for "work to be completed" or "bids" are not considered proper documentation. Each item will be supported by a canceled check showing the face of the check, as well as the back of the canceled check, (2) the Applicant shall warrant that all bills related to the Project are paid in full including, but not limited to, all contractors, subcontracts, labor, materials, related fees and permits, and (3) the Application for re-imbursement shall provide a minimum of four 3"x5" color "during" photos and a minimum of four 3"x5" color "after" photos of the Project. Photos should be from approximately the same position as the "before" photos submitted in the Application and the "during" photos. The Reimbursement Request from the Applicant shall be submitted no later than the 15th of the month for consideration by the CRA Board at its next month's meeting. Reimbursement shall be issued ten (10) days after approval. Grant funds will be reimbursed exclusively for eligible work and approved change-orders that have been approved by the CRA. Grantees shall grant the CRA and/or the City of Boynt°n Beach the rights and use of photos and project application materials. Witness ///' (Date) Property Owner (Date) (Date) Tenant/Business Owner (Date) · ' CRA Director (Date) Boynton Beach Community Redevelopment Agency Fagade Grant Program Agreement Page 2 of 2 Revised 12/10/02 5847 2002/2003 FACADE IMPROVEMENTS GRANT PROGRAM APPLICATION FORM Boynton Beach Community Redevelopment Agency Maximum Grant Amount is $15,000.00 (Please Print Or Type Only - Use Additional Sheets If Necessary) APPLICANT INFORMATION Name of Property Owner: Address of Property Owner: City/State: Phone # Day: Zip Code: :~ q~,3 Evening: ~C.1- ~L,.S - ot~ I Legal owners and legal description of the property to be improved (please attach copy of warranty deed and lease, if applicable): ~tk ~-~' ~ ~t ff ~ - ~-q~- z~- zq-o~~ - o~o ~ If Different from Prope~y Owner Name of Business: Address of Business: City/State: ~'-'~-._,:,.,r,~co,r,, ~_..~cL ~L. Zip Code: 33~.~S Phone#Day: _~,L~-~%~-. Lob~ "5 Evening: .C,_L~ - L.b%- o~'~l Type of Business: Years of Operation: Boynton Beach Community Redevelopment Agency Fagade Grant Program Application Page 1 of 6 Revised 12/10/02 5848 Number of Employees: Annual Payroll: Number of Employees residing in Boynton Beach: PROGRAM GUIDELINES The following guidelines are intended to inform a potential grant applicant of the extent and scope of the program. The purpose of the program is to encourage commercial property owners to upgrade their properties by improving the external appearance of their business and to encourage businesses to invest in their operations. The result will halt deterioration, stabilize property values, improve and upgrade appearance of the area, and facilitate and encourage redevelopment activity in the target area. The following guidelines are applicable to this program: The program is available only for property located within the Community Revitalization Areas of the Boynton Beach Community Redevelopment Agency (CRA). Note: See attached Fagade Grant Area Map. The program is for commercial properties and businesses. The property owner must be the applicant. However, if the property is currently leased to a tenant, then the Application and Agreement must be jointly executed by both the owner and the tenant. 3. Eligible exterior improvements for this program include: · Painting. · Shutters. · Signage (located on the building or the property). · Awnings/canopies. · Doors/windows. · Landscaping around the building. · Irrigation. · Parking lot re-paving, re-sealing, re-striping. · Exterior Lighting. · Patio or decks connected to the building. · Exterior wall repairs (e.g. stucco, brick or wood repairs and replacement). · ADA improvements. All work must be in compliance with applicable Boynton Beach Building Codes and all contractors must be licensed in Boynton Beach/Palm Beach County. If the Applicant(s),-installs enhanced landscaping and or signage it must be in accordance with City Ordinance-No. 98-43. Boynton Beach Community Redevelopment Agency Far.,ade Grant Program Page 2 of 6 Revised 12/10/02 5849 Maximum Grant amounts: The CRA will provide, on a reimbursement basis, a dollar for dollar matching grant for eligible fa(~ade improvements up to a total of fifteen thousand dollars ($15,000.00) of CRA funds. The Facade Grant program will honor expenditures completed up to 90 days prior to application, improvements underway and proposed improvements. The Fac..ade Grant program may only be used one time in any three year period for any one property. Properties may re-apply for additional grants any time after three (3) years from previous grant approval. Project phasing of up to two years can be requested. Property owners may receive grants for multiple property locations. Applicants shall be limited to one grant per CRA budget year (October 1st to September 30th). Boynton Beach Community Redevelopment Agency Fac.,ade Grant Program Page 3 of 6 Revised 12/10/02 5850 APPLICATION PROCESS An applicant seeking a project grant may secure an application from the Boynton Beach Community Redevelopment Agency (CRA) located at 639 E. Ocean Ave., Suite 107, Boynton Beach. 561-737-3256 An original application and eight (8) copies of all materials are to be returned to the Boynton Beach Community Redevelopment Agency for review and approval by the CRA Board. Applications will be considered on a first-come, first served basis. Applicants must take the necessary steps to insure that their submitted application is properly time stamped to document receipt by the CRA. Upon approval, appropriate grant program documents will be prepared in the CRA Attorney's office and the applicant will be notified of approval by return mail. The CRA will administer the commercial exterior facade program. In addition to the appropriate City inspections, the CRA will inspect the work to determine satisfactory completion of the work. Applicants may not have any outstanding City of Boynton Beach liens against their property. In the event that an Applicant has an outstanding City of Boynton Beach lien against the property, the grant will not be awarded until the complete satisfaction of the lien. Applicant shall obtain, read and understand all aspects of the Fagade Grant Program Agreement, including Program and Reimbursement Regulations. Application to this Program is no guarantee of funding. Funding is at the sole discretion of the CRA Board. Boynton Beach Community Redevelopment Agency Fagade Grant Program Page 4 of 6 Revised 12/10/02 5851 PROJECT INFORMATION Describe improvements to be done to the property. Attach the following items: ~'Project work write-up(s) describing in detail the scope of the project, Plans or sketches if applicable, ~q. Site plan and plant list for landscape projects, Third-party cost estimates from three (3) licensed contractors, Estimated time line, Evidence of financial ability to pay for the project (approved loan, cash account, line of credit, etc.), A minimum of four (4) 3" x 5" color "before" photos of the project which must include "public views", Signage design with colors & materials proposed if applicable, Project color chips / material samples if applicable, .-/ And material specifications. Applicable documents must be attached for the Application to be processed. By signing this Application, I acknowledge that I have received and read a copy of the Program Agreement, and I understand and agree to comply with its content. (Date) prOperty Owner (Property owner's signature must be notarized) ~(/Vitness~ (Datei Tenant/Business Owner (Date) (Date) CRA Director Boynton Beach Community Redevelopment Agency Faq. ade Grant Program Page 5 of 6 Revised 12/10/02 5852 (Date) STATE OF FLORIDA, COUNTY OF PALM BEACH BEFORE ME, an officer duly authorized by law to administer oaths and take acknowledgements, personally appeared /~/"/,..~//~/") ~_~)r')-~/' , who is personally known to me or produced "~r".Sor¥..~ iL./ /'~',"')Ol, t.~ ~ as identification, and acknowledged he/she executed the foregoing Agreement for the use and purposes mentioned in it and that the instrument is his/her act and deed. IN WITNESS OF THE FOREGOING, I have set my hand and official seal in the State and County aforesaid on this J~) ~ dayof ~,/--Lq/.,(-~7/''' ,200__.~. My Commission Expires: 2..// ~ '7/c':':~ 0(-~ "-~' Boynton Beach Community Redevelopment Agency Fagade Grant Program Page 6 of 6 Revised 12/10/02 5853 BEACH WARRANTY DEED AND LEGAL DESCRIPTION 5854 07/13/2004 15:17 §B173B7911 SALEFISH REALTY PAGE 02 preps'ed by and return to: Vineent J. Piazza President Vincent.l. P~ml, P.A. 2d99 Oladas Road, Suit~ 112 Boca Ratoo, FL, 33431 561-7fl0=7999 ~'Jle Number: YJP-O~9 Will ~all No,: 13VP .[,qpaee Ahn~,~ Thj~ l.,il~ ~ gC~.trdJ~g D~tnl Warranty Deed This Warranty De~d made this ?th day of' Aagu.~ 2003 hetween IRENI~ BOWER3, a Mu~ woman ~e po~ o~ ~ is I N.W. 24th St~t, Delray ~h, FL ~. ~r, a~ SAIU~SH R~A~, INC., a g~da ~ration who~ ~ o~ce add,ss ~ ~2 East Cern Aveu~, ~ ~aeh, FL 33~fl, ~t~: (Wheaever ~ hr. mln t~ terms 'grmmf~ and 'grantee" include nil '~he partic~ ia this tn~mrncnt attd the Ileir~ legal r~pl~m~tellvcs, and ..tsslgn! o1' Individuals, and th~ auco~s,~'wa nad Bsl~ o£ao~x-,rmlom, tram am~ mtltecl) NViUle&meth, that s~id 8ranter, for and in consider~io~ of' the sum of' TEN AND Nell00 DOLLARS ($10.00) and other' good and valuable cons{deretiaes to said 8ranter in hand paid by said grantee, the receipt whereof is hereby acknowledged. has granted, bargained, and sold to the said grantee, and grantee's heirs and assigns forever, the ~ollowlng describ~ land, s{tunte, lylng and being in Palm Bench County, Florida To-wit: Lot 20, LESS the Easterly 35 feet thereof, PARKER ESTATE, according to the Plat thereof ns recorded in Plat Book I 0, Pa~e 37 of the Public Records of Palm l?,eaeh County, Florida. Pared Identification Number: 08,-43=45-28-2~i4)00-0200 . .. Together with all the tenements, hereditamems and appurtenances theret~ belon~in8 or in an)wise eppert-Jning. To Have and to Hold, the same in fee simple forever. ~.od the g~ntor hereby covenants with said grantee that the ~rentot is law~ully seized of' said land in fee simple; that the grantor has good right and lawful authority to sell and convey said land: that the grantor h~eby f~lly warrants the title to asid }and and will defend ~a same against the Jaw~l claims of all persons whomsoever, and that said Imtd is Free oF el! encumbrances, except taxe~ accruing subsequent tO December 31.2002. In Witness ~9~r f. grantor has hereunto se~ gramor's hand and seal the day and ~ fi~t above wren. State of Florida Count, of Palm Beach The foregoi~ instrument was acknowledged before me this 7th day of August,.,,~by~NE BOWERS, who [_] is personally known or [X] has p~xluced a driver's license u identification. ~.~'- . My Cor~ 5855 Double~mee BEACH PROJECT WORK WRITE UP 585'7 08/30/2004 16:22 5617387911 SALEFISH REALTY PAGE 02 August 13, 2004 In anticipation of the Amhes project and based on our notice to vacate our current building located at :532 East Ocean Avenue, Boynton Beach, the need for action to refurbish the property we have purchased is immediate. We would like to commence work immediately. Ail work is to be completed within 60 days. Our goal is to bring the sub-standard building we have purchased at 915 South Federal Highway up to the standard of a newly redeveloped Boynton Beach. In order to do this we are requesting the maximum grant allowable in the amount of $9226.77 We are attaching estimates for painting of the exterior (with samples of paint colors), new awnings (with samples also attached), paving of the driveway and parking lot, new landscaping, and fencing around the right side and the rear of the building. Kristen D. Conti Brokor-Owner Salefish Realty Inc. 5858 ~Your Hometown Realtz~rs"- Located in the Heart o[ Historic Downtown Boynton Beach 532 East Ocean Avenue · Boynton Beach, FL 33435 * Bus, (561) 73~-~613 · Fax: (~61) 73&-7911 · wv,~v.$aIefishrealty.¢om BEACH PLANS AND / OR SKETCHES 5859 'BEACH THREE WRITTEN ESTIMATES $860 ropo n( ._ page~ Proposal Submitted To:._~.,,~.~S.~ ,~._,,,~...T~. Phone # Job Name ,.~.~.~.,~,,/_// Job We hereby submit specifications and estimates for: .._~'~,,'Z>~~.___~7'-~/~;~.'~___~'Z:)'~/.~',-~ .~ ...................... 2~__._1~'~' .~_ .,..:..:_._~- ~o~/~,,_ ~~. ~ _.~~ ~~ .................... ................................................................ ~. ~'~~ ~ ~ ~ ~/~-~ ~ ~~~._~ .... ............................................................ ~ ~_~_~~ .................................................................................................................................... ................... _~ ___ ~~m~ ~m~__~_~..__.~~~' ~~_, ........................................ ................... ~ ....... ~~__~~ ~._ ~ ~_~____~ ~~ ~ ~~ _~~._~ ~~ . ................... ~ ....... ~~.._~ ..._..~~_._.~_~_. ~~__ ~.~~_.~~ ................................. ............= ~ -~_~__.._...~~.~_.,_~.._.__~~~_.._~~__~:~ ~ ....... ~~._~~ ............. ~ .................. ~__._~~_~__.~_~:~ --~~._::_ ~~.___.~..._~~~_~_~:~ .............. ,. ....... ...... .......... ............ ............................................................ I1~ I~~ ..~ ,.. . . ~: . .~_o~.........~~.. .._.~..........~..~~~~._. . ~~~ ....~:...~~ ._~~ ~ . ~~_ ~_ ~_ ~~~~ ~?_~~m..~ ........................... We propose hereby to furnish material and labor--complete in accordance with the above specifications for tho sum~;*~7~ ~ $ Dollars with payments to be made as follows: Any alteration or deviation from above specifications involving extra costs will be executed only upon written order, and will become an extra charge over and above the estimate. All agreements contingent upon strikes, accidents, or delays beyond our control. Respectfully ~ /// /~__. ~.__ ~ s u b mitted/~-'~,~---~ _ Note ~-. this proposal may be withdrawn by us if not accepted within __'~'~____~ days. above prices,, specifications and conditions are satisfactory and are reby accepted. You are authorized to do the work as specified. Payments wJJ~ be made as outlined above. .te of Acceptance ,~n at u re 5861 Signature ~ NC3819 MADEIN USA - - A Division of Gustafson Industries, Inc. www. gustafsonindustries.com P.O. DRAWER 8 BOYNTON BEACH, FL 33425 State License CGC019240 BOCA RATON & BROWARD COUNTY (954) 421-5733 Job Name: PALM BEACH COUNTY JUPITER & TEQUESTA FAX (561) 732-0656 (561) 747-8022 (561) 732-0786 PAINT PROPOSAL = ExteriorlP~ting: 9i'5~s, Feder~l::n~ :.::: :,,:= i= : :: ./ Customer: I Saiffish Realty Contact: ILisa Zielinski Address: 1532 E. Ocean Avenue [Boynton Beach, FL 33435 Phone: (561) 738-6613 Fax: (561) 738-7911 Date:] 8~5~04 Scope of Work: Exclusions: I EXTERIOR PAINTING The work described in this proposal is for painting the exterior of the building and includes only the surfaces and areas listed. Pressure clean all stucco, brick, and wood surfaces of the building to remove as much dirt, mildew, and insect debris as possible. Apply one coat of Acrylic Sealer to all stucco and brick surfaces. Caulk all cracks in the stucco 1/16 inch or wider. Caulk all window and door perimeters. Apply two coats of Acrylic Paint to all stucco and brick surfaces. Pressure clean, apply one coat of Acrylic Primer, and two coats of Acrylic Paint to the soffits and ceilings of the building. Clean, prime, and apply two coats of Acrylic Satin Paint to the fascia board in the new color. Clean, sand, spot-prime, and apply two coats of Gloss Enamel to the solid entry doors. 1. Only the areas and surfaces listed will be painted. 2. Wood repair will be done upon request at $65.00 per man per hour. [ CON aACT.vIUC ,:I $ 3,100.00 Colors: I* Colors must be chosen prior to scheduling the work. I* Changes from the original approved colors will have an additional up-charge. J* Colors that do not cover well in one coat due to color change will have an additional charge for applying a second finish coat. Payment: [* 30% Deposit due upon acceptance of the contract. Remainder due last day of work. //Greg O-all, Gustaf'son Painting g:~.word~greg~2004 Paint~004 E~Sailfish Realty page 1 of 2 5862 Date: 8/5/04 700 South L,,ke Drive. Lantana. FL 33462 Phone 561-582-8885 Fax 561-582-5525 Name t Address Salefish Reab~' Jn.~'. 532 East Ocean Ave go,~ nton Be~ct~. FL 3343~ .. Phone 561--38-e013 Estimate Date Estimate # 3 2004 33uD item Pre-,t,'t e Clean Apply Sealer Repau' Cracks Exterior WaN- Extedor Trun Terms Rep 50 ~ o (1o~ n DT Qty Description I C'hemic,di', treut ~:~ea v. itt~ finimcide I ' Pre,-,sur¢ clem~ ~'7 4000psi I . Apply Loxon cvndit<,nei tuued I Remove tb~g cuu~ :eplace with C950A I Repafi' a~ cracks betb~e ,. 1 Pie. pure ,lilt7] coat .?.XI¢l-.Ol 'A aH':, ~ Two cok,r~,) 2 coat,, Pt ~pai'~: ,~b.l cc,:,~ exterior h'mL Rate Amount 100.00 250.00 -50 00 100.00 350 00 2.10(I.00: 1.000.00 S~gnature ~/ 5863 5864 PROPOSAL ASP,~;AL~- MAINTENANCE, INC. Office: 1600 N.W. 3rd Street/Mail: P.O. Box 6577, Delray Beach, Florida 33484-6577 -~nsed & Insured Broward: (954) 462-6900 / Palm Beach: (561) 832-0832 / Deerf'~ld Beach (954) 426-4466 / Boca/Deiray (561) 738-0344 8/5/2004 PROPOSAL SUBMITTED TO: Salefish Realty 532 E. Ocean Avenue Boynton Beach, FI. 33435 A-I-FENTION: Lisa Zielinski WORK TO BE PERFORMED AT: The Source-musical services 915 S. Federal Highway Boynton Beach, FI. FAX# (561) 738-6613 (561) 738-7911 ASPHALT OVERLAY- Asphalt overlay will be performed in accordance with American Asphalt Institute Specifications, as follows: Stack the car stops prior to installation of 1" average asphalt overlay. Pick out and remove loose or damaged asphalt as marked on site. Broom existing asphalt surface. Install asphalt in Iow areas prior to overlay. Prime existing asphalt surface with primer tack. Instal~ 1" average type S-3 hot asphalt overlay. Roll and compact using a 3 ton roller. Cross roll overlay with a pneumatic tire roller. - PAGE ONE - CONDITIONS All material is guaranteed to be as specified. All work is to be completed in a workmanlike manner according to slandard practices. Any alteration or devia~on from above specifica§ons involving extra costs, will be executed only upon written orders, and will become an extra charge over and above the estimate. ,NI agreements con6 ngent upon stdkes, accidents or delays beyond out control. Owner to can-y fire, tornado and other necessa~ insurance upon above work. Our workers are covered by Workmen's CompensalJon Insurance. *A Certificate of [nsurence witt be issued ul~on request prior te commencement of work. WE PROPOSE to furnish labor and material - complete in accordance with above specifications, and subject to conditions stated herein, for the sum of: Payment to be made as follows: *Not responsible for any underground utilities. ACCEPTED: The above pdces, specifications and conditions are satisfactory and are hereby accepted. You are authorized to do the work as specified. Payment will be made as ou~ ined above. "OF ACCEPTANCE NAME SIGNATURE TITLE - 5865 RESPECTFULLY SUB MI'FI'ED PRECISE ASPHALT MAINTENANCE, INC. PAUL ARMSTRONG PROPOSAL ASP~-{.ALT MAINTENANCE. INC. Office: 1600 N.W. 3rd Street/Mail: P.O. Box 6577, Deiray Beach, Florida 33484-6577 Licensed & Insured Broward: (954) 462-6900 / Palm Beach: (561) 832-0832 / Deerfield Beach (954) 426-4466 / Boca/Delray (561) 738-0344 8/5/2004 PROPOSAL SUBMITTED TO: Salefish Realty 532 E. Ocean Avenue Boynton Beach, FI. 33435 A-I-I-ENTZON: Usa Zielinski WORK TO BE PERFORMED AT: The Source-musical services 915 S. Federal Highway Boynton Beach, FI. FAX# (561) 738-6613 (561) 738-7911 Striping will be done in either yellow or white Latex traffic paint D.O.T approved. The following work to be performed: parking space lines, paint car stops. Reset the car stops. Any broken car stops will be replaced at an extra cost. -ADD $154.00 to this quote to supply and install seven new concrete car stops- CIRCLE ......... Yes...or...No. -The asphalt overlay is based on one move. -We recommend that the customer use a herbicide to kill the grass growing through the existing pavement prior to the overlay- We will not be responsible for grass growing through the new asphalt surface. -We will not be responsible for the removal or elimination of any standing water. -Costs related to permitting are not included in this quote and will be extra. Any requirements by the governing municipality beyond this written scope of work will also be extra. - PAGE TWO - CONDITIONS All material is guaranteed to be as specified. All work is to be completed in a workmanlike manner according to standard practices. Any alteration or deviaf~on from above specifica'~ons involving extra cosls, will be executed o~ly upon written orders, and will become an extra charge over and above the estimate. All agreements contingent upon stdkes, accidenfs or delays beyond our control Owner to carry fire, tornado and other necessary insurance upon above work. Our workers are covered by Workmen's Combensaf~on Insurance. * A Certifice~e of Insurance will be issued upon request prior to commencement of work. WE PROPOSE to furnish labor and material - complete in accordance with above specifications, and subject to conditions stated herein, for the sum o~~ --- · ,,w T,O,SA, ,O,T 00 Payment to be made as fo~t~y.~s' NET ON COMPLETIOJXL~ *Not responsible for any underground utilities. ACCEPTED: The above pdces, specitications and conditions are satisfactory and are hereby accepted. You are authorized to do the work as specified. Payment will be made as ou§ined above. DATE OF ACCEPTANCE NAM E SIGNATURE RESPECTFULLY SUB MI'FFED PRECISE ASPHALT MAINTENANCE, INC. 5866 PAUL ARMSTRONG TITLE CARR DRIVEWAYS, INC. 612 Industrial Avenue BOYNTON BEACH, FLORIDA 33426 (561) 734-3717 (Leave Message) (561) 734-1916 (Fax) Page No. of Pages PROPOSAL SUBMI'I-i'ED TO PHONE [ DATE SAILFISH REALTY 730-6613 I 7-23-04 STREET JOB NAME 532 E. OCEAN AVENUE SAME HWY CITY, STATE AND ZIP CODE BOYNTON BEACH,FL. 33435 ARCHITECT I DATE OF PLANS ATTN: LISA JOB LOCATION 915' S. FEDERAL FAX: 738-7911 JOB PHONE We hereby submit specifications and estimates for: RESURFACE EXISTING ASPHALT DRIVEWAY,PARKING AREAS FRONT AND BACK $3,980.00 SPECIFICATIONS: BRUSHING OFF AND REMOVAL OF SAND AND' DEBRIS TACK COAT OF ASPHALTIC OIL SURFACE WITH 15" HOT PLANT MIX ASPHALT COMPACTED BY 3-5 TON STEEL ROLLER TO GIVE A NEW 1" ASPHALT SURFACE NOTE: CAR STOPS MAY BREAK UPON REMOVAL NEW STOPS $25.00 EACH PLEASE SUPPLY PLOT PLAN OR SURVEY TO OBTAIN CITY PERMIT PERMIT FEES AND TESTING FEES CARR DRIVEWAYS CANNOT GUARANTEE OR BE RESPONSIBLE FOR ARE NOT INCLUDED IN THIS PROPOSAL ROCK BASE WORK CONSTRUCTED BY OTHERS: Power steering and fast starts will damage asphalt. We cannot be held responsible after completion of this project. Grass and weeds will grow through asphalt, the control of these is the responsibility of the owner of the property. ~e ~ropose THREE THOUSAND NINE HUNDRED Payment to be made as follows: IN FULL UPON COMPLETION All material is guaranteed to be as specified. All work to be completed in a workmanlike hereby to furnish material and labor- complete in accordance with above specifica,+-ion-~-;-for---t.h_.e sum of: EIGHTY-PERMIT $79.60 dollar/~ 4,059.60 ) ). Note: This p~os~ Ay be- manner according to standard practices. Any alteration or deviation from above specifica- tions involving extra costs will be executed only upon wri~en orders, and will become an extra charge over and above the estimate. All agreements contingent upon strikes, accidents or delays beyond our control Owner to carry fire. tornado and other necessary insurance. Our workers are fully covered by Workmen's Compensation Insurance. withdrawn by us if not done within THIRTY (30) days. IAcceptance Iroposa[ --The above pr,ces, specification~586'7 and conditions are satisfactory and are hereby accepted. You are authorized Signature to do the work as specified. Payment will be made as outlined above. Date of Acceptance: _ Sisnature 08/09/2004 17:01 FAX $615826550 SALEFIS~t-REALTY ~i~natur'e 73~313 _ IQrlIITIJI I SI (]I iIDtlIC$. Estimate #734 Prepared for: Saleflsh Realty Lisa Fax.' 561-682~6550 Phone:561-301-7618 08~09~2004 Prepared by: Signature Signs & Graphi;s Salesperson: Oreg Miller 332 W. Boyaton Beach Blvd. Suite 6 Boynton Beach, Florida 33435 Phone: 561.736.3712 Fax:561,736.5313 Description: Acrylic Sign Delivery; Produ~on time for the following item(s) will be approximately 5 days. Quantity Description Each Amount Tax Remove Acrylic faces and reletter wi new logo $650.00 $650.o0 $39.00 installation $110_DO $110.00 $8,60 Permtt fee $250.00 $250,00 $15.o0 TOTALS Subtotal: $1,010,00 Terms: Sales Tax: $6C).___60 Total: SIGNED: DATE: AMT. PAID TODAY:, 5868 08/12/2004 13:26 5519661527 Sign & Graphic Solutbn$ Mode Simple~ FASTSIGN$ 2601-5 S. Military Trail West Palm Beach, FL 33415 ph. 561-439-4700 fax. 561-966-1527 -- FASTSIGNS Estimate Estimate: PAGE Page: 89- 7060 Pdnted: 8/12104 t :19: Customer: SALEFISH REALTY ph: (561) 738-6613 Contact: KRISTIN CONTI Customer: 3820 fax: (561) 738-7911 Description: REFACE EXI6TING PYLON SIGN Sales Person: Ken Baxter Clerk: Ken Baxter Deer KRISTIN: Thank you for considering Fastsigns W.P.B. tot your sign needs. The quotation we discussed is affached below. If you have any questions, please don't hesistate to call me at 561-439-4700. Sincerely Ken Baxter I Color T Qty L $id, i Size ~ Unit Cost I Install I Item Total 2 MEDIUM BLUE on 2 1 48x96 280.000 150.O0 710., Description: Logo or Symbol Applied to a Sign (16 to 30 Shapes) Text: STRIP AND RELE~rER EXISTING PYLON SIGN 2 SIDES WITH TWO'COLOP, S VINYL FOR SAILFISH LOGO AND LETTERING White 1 1 xl 400.000 0.00 400.C Description: Taxt: APPLY FOR FACE CHANGE SIGN PEI:~IIT USA SIGNS FOR PERMIT Notes; 5869 Line Item Total; $1,t 10.00 Subtotal: $4,110.00 Taxe~: Total: (/~ $1,157.$0 Deposit Required · $'l ,167,60 SALEFISH REALTY §32 EAST OCEAN AVE. Ru~ 13 04 Ol:lSp Cusllom Electric Signs Manufacturing Installation & Service 8355 Garden Road West Palm Beach, FL 33404 TEL: 561-863-3660 FAX: 561-863-3661 E-maih sbeclf4~sign-craft, com Web Site: .w~rw.slfln-~reft~cqm August 13, 2004 Salefish Realty 532 East Ocean Ave Boynton Beach, FL 33435 Re: 4'x8' Sign Faces Attn: Lisa Zielinski Please find below our price to manufacture and install two 4'x8' acrylic faces for your existing py,.. sign with new 4 color logo. Manufacture $1,659.00 Installation $ 979.00 Sales Tax $ 99.54 Permit Procurement $ 250.00 Engineering $ 100.00 Total ,.'~ $2,987.54 If you need any additional infonT~ation please feel free to contact me. Sincerely, //S~and~ President 5~7(J 12:46 5612781584 DELRAY AWNING PAGE 02 AUG--13--2004 10:13 AM JEANNE TIGHE 561 493 2704 J DIMar'zo Construction Corp. AWNING DESIGNS PmposiJ Submitted To: Sailfish Reslty Au~st 1:~, 2004 Contact' Two (2) Leall to style awnings in front of bui]dtng over windows with open sides md spears to be uset v~ b~xrns to attaeh to imtldtn$ approximately 7' W x it'6" projection by ]1 '6" H One ( 1)Lean to ay/lc awnings on ~tde of buildtn~ ova- window with open sides Ired sl~r~ to be used as backarms to attach to buildin~ approxinm~ly 7'.W x 3' projection by 1 '6' H We proposo to fabricate and install the above for ........................... ~...., $I,6S5.00 oAbov~ proposal includes engineering, permit pmoessin~ and iL'es oAwnin$s to be lmtlt in compliance with So. Florida Buildlag Codes ,,Fram~ to be fl~briosted of Schedule ~0 lpdvanized steel or equivalent ,Fmmee to bo painted COlor of o~,'rmr's s~lectlon · Covers to bm Stutl~el¼ Fimsist solid or $$72 Plmue issue all co~s~s and checka to I. Di ~ Construetlofl Co. THE ABOVE PB,OPO~AL I~ ACCEIvI'ED IN IT'S ENTIRETY .AND YOU AI~ ~UTHOB]~D TO DO TNE WORK Ag gP~t~lm~,D-ant~V~ ' 5874 zoo/~oo~ WRITE UP PERMIT NEE~.DED: WHERE' . BULLDOG FENCE PROPOSAL 555 V~, OCEAN AvE. / BOYNTON I3E~CH, FL 33426 (561} ~37-0824 W.P.B, / (561) 278-0824 BOC^ / DEL~J~Y FAX# (561) 75{7-0970 INTER-OFFICE USE SURV,~' RB:~VED ~ D~TE CHAIN [.INK ~) HEIGHT'. FOOTAGE:; BARBS: ~] UP O DOWN ~;~AUGE WIRE # O~ TERMINAL P~T$ Wooo ~ S~L~'. ~E~GHT; ~ TOTAL F~TAGE: GATES; SIZES: FENCE (TOPLJNE): ~ SELF-CLOSING [~J REOU~R m-) EAS~VI~TS O YES ~ NO DATE PERMIT APPuEO:__ PER~4Fr P.R.# '~T/~,~ ~aA~~:~ ~W OF a~. Fia~ U,~L ~ ~b~6 ~ ~:~ bU~ ~N'¢Oa~T~. T,~K ~u:'. . '- "5875' ' ' ' ..... .- . "': ' ...... ~O0~/9T/~ PAGE :2~1~ 2ND AVE. NO. CYL - BV$ - GVS - 9G. - 11 '/, G. - MT, ~ .. FT, TOP RAIL LINE POST ~ TERM , _ ..... WOOD- S-Box ~nB HT FT.../9.~' ! ALUM - M~CH. - W~D~D -COLOR Ranch - F~il$ ..-.-- C~ver Boar~ __ i W~ 4x4 2x4 Dnve 6ales Labor, Permit Cost of Materla{ Tax Tmal ACCEPTED SuD : ,. Lot Block ~ - I~aer ~ R~s~ tot un~r~ ~es or h~s. m IUII PURCH~BR; By: Print: · . _ BEACH COLOR PHOTOGRAPHS 5877 (561) Picture of Existing Sign New Insert within the exiting sign frame Left View Of'Building and Parking Area 5878 Front View of Building Back View and Right Side of Building 5879 Back View of Building 588O BEACH TIME LINE Their time line is 60 days for the start of their project 5881 BEACH ABILITY TO PAY 5882 Bank of America Bank of A,nerica N,A. P.O. Box 25118 ' '~' Taml)a, I"L 33622-5118 I.~00.432.1000 WWW.t)llll k()i'alitl:l'iC a.COllt Page 1 o£ :{ ^ccounL Nunlber: . ~ P 0C Enclosures 4G ~LaLmnenC Period 07/01/04 Lhrollgh 07/31/04 {H 5," o021!1 00005091 4 AT 0,926 12 3190q 001 5CH999 I123q SALEFISH REALTY INC OPERATING ACCOUNT 532 E OCEAN AVE BOYNTON BEACH FL 33455-4924 ()iii' [rim (hllinv l{,,ukillg sl,r,,.i('v ~dh~v,'s yon lo (:hm.'k accounl, bahulces, t.l'illh'q[('l* ['tlli(J.% pay hills iilid fill. lt't' [';urcdl ,il w,,vw.~iallkOrallliH.ica.¢,(llll. Your Bank of America Business Advantage Summary Account Account Qualifying Type of Name Number Balance* Balance Date Total Deposit Accounts Business Advantage Checking Business Economy Checking ? I Deposit Account Balance 57,242.14 Average 07-29 · 11,817.19 Average* * 0%29 $99,059.33 i Thank you tbr banking with us. With the balances in your account, there is no monthly maintenance the tbr youl' Business Advantase account this month. Business Advantage:Checking :. ". ' ' ' ' Account Summary Information Statement Period 07/01/04 through 07/31/04 Number of Deposits/Credits 5 Number of Withdrawals/Debits 46 Number of Deposited zte~ns Number of Enclosures 46 Number of Days in Cycle 31 Sta..toment Beginning Balance Amount of Deposits/Credits Amount of Withdrawals/Debits Statement Ending Bahmce Average Ledger Balance Service Charge 72,176.51 29,009.00 5? 5.q~..qo_. 48,588.59 56,202.10 0.00 5883 SAI,EI,'ISII I(EAI,TY INC (H'RI(A'I'IN(~ ACCOUNT H Deposits and Credits Date Bank Reference Posted O7/O2 07/07 07/15 07/2;t 07/27 Amount r Description 4,176.00 Deposit 3,(ri5.()0 Deposit 375.00 Deposit 10,918.00 Deposit 10,495.00 Deposit Checks Check Number 813207540766795 813207740381;](;3 813207740862768 813207540964;M2 813207340680936 Withdrawals and Debits Date Amount Posted Bank Reference Check Number Date Amount Posted Re~brenee 2617 157.07 2620 * 836.24 2(;22 * 23.51 2623 291.40 2(;24 772.00 2625 175.00 2626 595.10 2(;27 300.00 2628 211.80 2629 38.()0 2630 ] ,2()7.64 263 ] 1,7:]2.50 2(;:{2 3(i7.50 2633 10,01'1.90 2634 3,328.80 2635 974.81 2636 283.23 2637 375.0O 2638 1,995.00 2640 * 175.00 264L 6,212.87 2(;42 353.27 264:] 80.00 07/01 07/01 07/06 07/07 07/07 07/12 07/O6 07/06 07/07 07/28 07 tO6 ()7 ~01 07 q)7 07 ~07 07 ~O(i 07 ~02 07 ~27 07q3 07~12 07 ~20 07 ~16 07 ~15 07 q9 813207240050339 813106540485254 813207240658189 8131066,1088344,t 813105541482108 813106540:)f~,735 81 ;I 106740681890 813207540:)13327 813109330037(;4 ] 813] 06640478584 81.31066400190] o 8131.06640601806 81310664 07050.q3 81310664070508,t 813207540506O:)6 813207.540766588 813106640704277 81310(;6,1098264 2 813106640219162 8131065404083] o 8131066409869.5,t 813106400876917 81310883030683,1 * l't~eediug (.*h~.ek (~,r chm.*ks) in outstanding, is included in summary listing, 26'14 46:).84 07/15 2645 2.369.03 07/15 2646 662.50 07/15 26'17 25.00 07/21 2648 40.00 07/16 2649 ~3_9_q 6.2 ()7/16 2650 133.26 07/23 2651 38.00 07/28 2652 ~ 07/26 2653 595.10 07/27 2654 300.00 07/28 2656 * 14.05 07/23 2657 7,657.00 07/27 2659 '" 25.17 07/2:) 2660 118.00 07/23 2661 72'I.25 07/23 2663 * 836.24 07/2:) 2664 1,787.00 07/29 2665 3,682.00 07/29 2666 250.00 07/29 2667 616.70 07/29 2669 * 100.00 07/29 2670 1,000.00 07/30 8131()664027:Pt73 813207740862765 8131 ()664 ()378377 813106740940969 813106640955377 81320774015666] 81:1106640391_404 8131066404~ '~6 8132075404, 813106740552487 813207~t 0799358 813207540017878 8 ] 3106640704276 81320724067481.3 8132()7,~0964:]51 813207.~I()964341 813106640174216 813103120845157 813207240674814 813106540658245 813207540941322 813207540941198 8132()7f~ 0191133 has lmeu included in a I)revimis statement. Daily Ledger Date Balance ' Date Balance Date · Balance . 07/01 69,450.70 07/15 52,559.60 07]02 72,651.89 07/16 45,677.10 07/06 67,196.~ 07/19 45,597.10 07/07 58,584.24 07/20 ,15,422.10 07/12 56,414.24 07/21 45,397.10 07/13 56,039.24 07/23 55,325.54 5884 07/26 07/27 07/28 07/29 07/30 55,302.03 57,261.70 56,885.70 49,588.59 48,588.59 ALL AMERICAN DOGEAR 6'H x 6'w 13"~65 6' x 6' ~Jl k~.,i.~n rJc~eat 3C6~2 i~ 72" ~ 4~ 87410 6'H X 42"W J  531 J 87410 ~11 ~ne~ ~imensions are nominal sixes ~!72 01~72 5885 Shadow Box Fence MEMO TO: CRA Board FROM: Douglas Hutchinson SUBJECT: Consideration of Property Acquisition contracts in HOB Phase I Project Area. DATE: August 28, 2004 The Urban Group is bringing forth the Delivery of Documents for Parcel #129 owned by Ms. Scott and Parcel #102 owned by Ms. White for consideration of purchase. The package includes the Appraisal, Review Appraisal, and Contract for Purchase, Copies of Notices, Recommendation for settlement, and Relocation Cost and Analysis & Expansion. The total purchase cost for Denise Scott is $112,700 and the total purchase cost for the Hazel White lot is $7,000.00. Staff recommends approval of acquisition of both parcels. 5886 NEGOTIATION SUMMARY & RECOMMENDATION FOR SETTLEMENT Seller: Site Address: Denise Scott 905 N. Seacrest Boulevard Boynton Beach, Florida 33435 Parcel # 129 Legal Description: Lot 146, Block D, according to the Plat thereof, as recorded in Plat Book 4, Page 51, of the Public Records of Palm Beach County, Florida Parcel Identification Number: 08-43-45-21-07-004-1460 Property Assessment Value: Appraised Fair Market Value: Date of Value: $40,215.00 $84,000.00 June 15, 2004 Seller's Position: The Urban Group has negotiated a contract to purchase the subject parcel for $92,200. plus associated costs incurred by the property owner in the amount of $9,500. (see Exhibit A) for a total cost to the CRA of $101,700. IVls. Scott had expected to contract the property for sale closer to $105,000.00. She based her asking price on costs incurred such as a mortgage prepayment penalty, lost rental income, original closing costs incurred in the recent purchase and discussions with local Realtors and Investors. She is concerned about recouping her costs and closing as soon as possible as her tenant moved out in .June 2004. Zn add/t/on, she has agreed not to rent out the home as/ong as the CPM Board approves her contract. This saves the Boynton Beach CRA the additional cost of relocating a residential tenant in the amount of $17,958. (see Exhibit B). Time is of the essence in approving this contract & associated costs (Exhibit A) as Ns. Scott can no longer carry the loan payments without a tenant in occupancy. Ms. Scott stated this property was purchased for investment purposes with the intention of having a monthly rental income. Moreover, Ms. Scott was unaware of the Heart of Boynton Project when she purchased the home and claims she would never have purchased this properb/knowing this information. Buyer's Position: The CRA hired an independent State Certified General Real Estate Appraiser, D. Craig Keneipp to determine the fair market value of the subject property. Based on a date of value of June 15, 2004, the fair market value of this property is $84,000.00. 5887 Page 1 of 4 The Urban Group, Inc. · 1424 South Andrews Avenue · Suite 200 · Fort Lauderdale, Florida 33316 ' - TELEPHONE 954-522-6226 · FAX 954-522-6a22 Negotiation Summary & Recommendation for Settlement Denise Scott - 905 N. Seacrest Boulevard, Boynton Beach, Florida August 11, 2004 Page 2 This contract is contingent on the CRA Board approving the contract amount ($92,200.) and the amount of the associated expenses (see Exhibit A) incurred by the property owner. Additionally, the contract is contingent on a closing within the month of September 2004, to avoid additional owner incurred costs of two mortgage payments or the future cost of relocating a Iow income family by the BBCRA (see Exhibit B), at a savings of $17,958. The language found in the CRA Standard Contract allows the Buyer to complete due diligence including an environmental assessment. In the event of any adverse findings, the Buyer has the right to withdraw from the contract without penalty. This clause gives the buyer the right to cancel the contract by delivering written notice to the seller no later than 5:00 p.m. on the second business day after the investigation period has lapsed. Potential Cost of Litigation The CRA's costs and property owner's costs of proceeding through Order of Taking and trial were obtained from Goren, Cherof, Doody & Ezrol, P.A. and historical information obtained from the Department of Transportation's Legal Counsel in District IV, Fort Lauderdale, Florida. They projected the CRA's and owner's combined litigation cost to exceed $37,500.00 ($13,500. property owner's costs + $24,000. agency costs). The breakdown of costs is as follows: Typical Eminent Domain Litigation Expenses PROPERTY OWNERS CRA'S COSTS COSTS Appraisal Costs (update & testimony) $7f500.00 $7t500.00 Court Costs (Depositions, Mediation, Service of Process, $5,000.00 Sheriff Fees, Notice of Action, Court Reporter, Jury Transportation) Suit Preparation Fees $5,500.00 Attorney Fees $6t000.00 $6f000.00 Total Potential Costs of Liti~lation $13t500.00 $24,000,00 5888 Page 2 of 4 Negotiation Summary & Recommendation for Settlement Denise Scott - 905 N. Seacrest Boulevard, Boynton Beach, Florida August 11, 2004 Page 3 Comments/Recommendations: The contract purchase price is 9.7% over the appraised value of $84,000. Comparable sales of similar, three bedroom, one bath, single-family residences located in the subject area ranged from $99,900.00 to over $127,000.00 (Exhibit C), and it appears that values have trended upward compared to the comparables used by the appraiser. In the event the CRA does not accept the counteroffer, it is likely this property will have to be purchased through litigation and deal with the additional costs of relocating a residential tenant. In closing, we recommend the CRA accept the property owner's counteroffer of $92,200. plus reimbursement of property owner costs in the amount of $9,500. (Exhibit A) for a total acquisition cost of $101,700. By agreeing to the aforementioned terms, the CRA can avoid risk-exposure related to a jury verdict above the CRA's appraised value, and additionally, the owner's attorney, appraisal, contractor, expert witness fees, court costs, and O.T. preparation costs. The additional costs of relocating a residential tenant can add a potential cost of $17,958. (Exhibit B). Respectfully Submitted: Barbara Matlack Senior Realty Specialist Date The Urban Group, Inc, Review Barry Lazarus Date Project Manager 5889 Page 3 of 4 Negotiation Summary & Recommendation for Settlement Denise Scott- 905 N. Seacrest Boulevard, Boynton Beach, Florida August 11, 2004 Page 4 Boynton Beach CRA Director's Concurrence: Doug Hutchinson BBCRA Director Date Boynton Beach CRA Board Approval: Jean Heavilin Chair, BBCRA Board Date Attachments: - Appraisal - Review Appraisal - (2) Original Contracts - Copies of Notices provided at Initiation of Negotiations - Exhibit A - Owner Incurred Incidental Expenses - Exhibit B- Explanation Potential Residential Relocation Costs - Exhibit C - Sales Data (Subject Area) CC: Howard Steinholz, Barry Lazarus, File 5890 Page 4 of 4 Boynton Beach Community Redevelopment Agency Heart of Boynton Parcel Cf 129 Property Owner: Property Address: Ms. Denise Scott 905 N. Seacrest Boulevard Boynton Beach, FL 33435 Expenses Incidental to Purchase by BBCRA: · :. Lost Rent (4 months @ $850./mo.) Property Owner cooperation In keeping residence vacant · :. Original Closing costs incurred · :- Property purchased 11/03 · :- Prepayment Penalty on Mortgage $3,4OO. $3,500. $2,600. Total Costs to Owner Appraised Value: $84,000. Contract Amount * Increase of 10% over appraised value $9,500. $92,200. Total Settlement Amount (Acquisition) $101,700. Relocation Expense: 1 Landlord Business: Reestablishment Expense Reimbursement Search Expense Total Relocation Expenses (Parcel 129) TOTAL COSTS - Parcel 129 $10,000. 1,000. S14,000. $112,700, EXHIBIT "A" 5891 Boynton Beach Community Redevelopment Agency Heart of Boynton Parcel # 129 Property Owner: Property Address: Ms. Denise Scott 905 N. Seacrest Boulevard Boynton Beach, FL 33435 Explanation of Potential RESIDENTIAL Relocation Costs: SCENARIO Subject dwelling is rented to a Iow to moderate income family Household Income of $26,000./year Replacement Housing Payment for less than 90 day occupant is based on 30% of gross monthly income $26,000./yr. = $2,166./mo. = $649.80 Base Monthly allowance for rent + utilities Compared to Replacement Site: Comp # 1 $1,000. Rent per month Total Cost = RHP Calculation: Comp # 1 Less Base Mo. Allowance Difference per month X plus move costs @ Total Relocation Costs · this scenario 0 50. utility supplement $1 ~050. $1,050. $ 649.80 $350.20 42 months $16,808. Replacement Housing Payment $1,150. $17~958. This is another cost avoidance item to be contemplated in consideration for approving the subject parcel contract & associated costs. 5892 EXHIBIT "B" Florida Coastal Appraisal Services Real Estate Appraisers and Consultants 2101 South Andrews Avenue Suite 205 Fort Lauderdale, FL 33316 954 779-3298 954 779-3395 (Fax) Single Family Residence Denise Scott 905 N. Seacrest Boulevard Boynton Beach, Florida Report Date/Date of Valuation: June 15, 2004 Prepared By D. Craig Keneipp FLORIDA COASTAL APPRAISAL SERVICES 2101 South Andrews Avenue Suite 2~35 Fort Lauderdale, Florida 33316 ' Prepared For Mr. Dale Sugerman The City of Boynton Beach 5893 Florida Coastal Appraisal Services Real Estate Appraisers and Consultants 2101 South Andrews Avenue Suite 205 Fort Lauderdale, FL 33316 954 779-3298 954 779-3395 (Fax) June 15,2004 Mr. Dale Sugerman The City of Boynton Beach 100 East Boynton Beach Boulevard Boynton Beach, FL 33435 Subject: HEART OF BOYNTON CRA Parcel 129 / Ms. Denise Scott Single Family Residence 905. N. Seacrest Boulevard Boynton Beach, Florida Dear Mr. Sugerman: In accordance with your request, I have prepared this Complete Summary Appraisal of the above referenced property. The purpose of my appraisal was to estimate the market value of the subjr property. The rights and/or interests appraised are fee simple. Resultant from my investigation and analysis of the data assembled and used in the report that follows, as well as inspection of the property at various times, it is estimated that the Market Value as of the date of valuation on June 15, 2004 is: $84,000 (Eighty Four Thousand Dollars) Respectfully Submitted, D. eriei State Certified Gene~r,41 Appraiser - #0001491 5894 Parcel 129 / Scott CERTIFICATE OF VALUE I certify that, to the best of my knowledge and belief: The statements of fact contained in this report are true and correct. The reported analyses, opinions, and conclusions are limited only by the assumptions and limiting conditions, and are my personal, impartial, and professional analyses, opinions, and conclusions. reported unbiased I have no present or prospective interest in the property that is the subject of this report, and no personal interest with respect to the parties involved. I have no bias with respect to the property that is the subject of this report or to the parties involved with this assignment. My engagement in this assignment was not contingent upon developing or reporting predetermined results. My compensation for completing this assignment is not contingent upon the development or reporting of a predetermined value or direction in value that favors the cause of the client , the amount of the value opinion, the attainment of a stipulated result, or the occurrence of a subsequent event directly related to the intended use of this appraisal. My analyses, opinions, and conclusions were developed, and this report has been prepared, in conformity with the Uniform Standards of Professional Appraisal Practice. I have made a personal inspection of the property that is the subject of this report. No one provided significant professional assistance to the person signing this report. Opinion of Market Value: $84,000.00 Date of Value: June 15, 2004 Date: Signed: D.~raig Keno(pp STATE CERTIFIED GENERAL APPRAISER 0001491 5895 Project Identification: Parcel Identification: Appraiser: Dates: Interest Appraised: Parcel Size: Parcel Access: Zoning/Land Use: Assessed Value: Utilities: Easements: Highest and Best Use: Present Use: Opinion of Value: SpeciaIAssumptions or Limiting Conditions Under Which Value is Based: EXECUTIVE SUMMARY HEART OF BOY-NTON CRA Parcel 129 Denise Scott D. Craig Keneipp Florida Coastal Appraisal Services, Inc. Date of Value/Report: June 15, 2004 Fee Simple 4~400 Square feet ( 44 x 100 estimated, no survey provided) Legal and Physical: via N. Seacrest Boulevard) R-3 Multi Family Residential / High Density Residential $49,015 Assumed all available to site Typical, none with adverse impact, no impact on value Residential, SFR . Improved 3 bedroom, 1 bath Single Family Residence Total Value: $84,000.00 None. 5896 .4 TABLE OF CONTENTS Page Cover ............................................................................................................ 1 Letter of Transmittal ................................................................................... 2 Certificate of Valuation .............................................................................. 3 Executive Summary ..................................................................................... 4 Table of contents .......................................................................................... 5 Property location, owner and address .......................................................... 6 Legal Description ......................................................................................... 6 Property inspectima ...................................................................................... 6 Type of Property .......................................................................................... 6 History- of the Property (Last Five Years) ................................................... 6 Description of the Property ......................................................................... 6 Zoning/Land Use Planning/Concurrency ................................................... 7 Assessed Value and Taxes .......................................................................... 7 Appraisal Purpose and Intended Use ........................................................... 7 Scope of the Appraisal ................................................................................. 7 Definition of Market Value .............................. · ........................................... 8 Highest and Best Use Analysis ................................................................... 9 Approaches to Value .............................................. '. ................................... 9 Sales Comparison Chart ......................................... ' .................................... 11 Sales Discussion and Analysis ................................................................... 12 Income Approach to Value ....................................................... 13 Reconciliation of Sales Data ....................................................................... 14 Final Conclusion and Estimate of Market Value ....................................... 14 Estimated Marketing Time ..................................................................... '.k-. 14 Addendum ................................................................................................. 15 Subject Photos Sales Data Sheets Letter to Owner ' ' Warranty Deed of Subject Limiting Conditions and Assumptions Appraiser Qualifications 5897 5 Proper~ Location The subject property is located on N. Seacrest Boulevard, just south of M. L. King. Jr. Federal Highway, within the city limits of Boynton Beach, Palm Beach County, Florida. Blvd, west of Proper~ Owner Name & Address Denise Scott 905 N. Seacrest Boulevard Boynton Beach, FL 33435 Legal Description PB 4 Page 51 BOYNTON HILLS, lot 146, Block D as recorded in the public records of Palm Beach County, Florida. Property' Inspection Date inspected: June 10, 2004 and 6/15/04 Extent of inspection: Partial Interior and perimeter exterior SFR was field measured. Type of Property The property is an improved single-family residence consisting of 3 Bedrooms and 1 bath. History of the Propert~ Built as a SFR in 1957. The subject has had two known sales/market transfers of record within the past' eighteen months. The subject sold for $44,600 in January 2003 through foreclosure and again in December 2003 for $80,000. The subject is currently leased for $825/month. Description of the Property The subject is an improved single-family residence. Lot Size: Shape: Ingress/egress: Topography: Soil Characteristics: 4,400 square feet Rectangular 44 x 100+/- ( no survey provided) Via N. Seacrest Boulevard Cleared, generally level, at or slightly below road grade. There is no visual indication of any adverse soil conditions in the area, but no soil survey, exploration or engineering reports were made available. It is assumed that there are no adverse soil conditions that would affect the adaptability' or marketability of the individual site. Utilities and Public Service: Available to the site, considered to be adequate and typical. Building Area: 870 square feet. HVAC: None. Walls: Concrete block/stucco Flooring: Tile. Roof: Flat. Additional improvements: Natural landScaping. 5898 Zoning, Land Use Planning and Concurrency The subject property is zoned R-3, Multi-family residential, by Boynton Beach. It has an HDR, High Density Residential land use designation allowing 10.8 dwelling units per acre. The zoning and land use are in conformity. No commercial uses are permitted in these zoning or land use classifications. The subject land use designation is high density' residential. For the government body, land use plans serve as generalized guidelines for both current and future development. Items generally included in guidelines are use classifications, use intensity and preservation areas. The land use plan is generally used in conjunction with existing zoning when the government authority is reviewing a proposed development. The site is platted under the BOYNTON HILLS plat. Municipality: City of Boynton Beach. NOTE: Since requirements can be changed and/or amended at any time by the municipality, the above reported data should be verified with the municipality before using such data for any purpose. Assessed Value and Taxes Taxing authority: Palm Beach County Folio No.: 08434521070041460 Assessed value: $49,015 Year: 2003 There are no known special assessments. Public and Private Restrictions '- The subject is improved, platted, residential single family improved property. There are no atypical restrictions known or assumed in the appraisal. Property Interest Appraised The rights appraised in this appraisal report are the undivided fee simple (estate)' interest. Scope of Appraisal Comparable improved sales and rentals x~511 be researched and reviewed. The site will be inspected as permitted by the owner and tenants. The conclusions will be presented in this complete summary appraisal report. Appraisal Purpose and Intended Use The purpose of this appraisal is to provide my opinion of market value of the subject property. The intended use of this appraisal is informational for the client for the potential purchase, possibly under eminent domain. 5899 Definition of Market Value As defined by the Uniform Standards of Professional Practice: The most probable price which a property should bring in a competitive and open market under all conditions requisite to a fair sale, the buyer and seller each acting prudently and knowledgeably, assuming the price is not affected by undue stimulus. Implicit in tkis definition is the consummation of a sale as of a specified date and the passing of title from seller to buyer under conditions whereby: 1) 2) 3) 4) 5) Buyer and seller are typically motivated; Both parties are well informed or ':,,ell advised, and acting in what they consider their own best interests; Reasonable time is allowed for exposure in the open market; Payment is made in terms of cash in U.S. dollars or in terms of financial arrangements comparable thereto; and The price represents the normal consideration for the property sold unaffected by special or creative financing of sales concessions granted by anyone associated with the sale. ~ 5900 Uniform Standards of Professional Appraisal Practice, 2002 Highest and Best Use Analysis - Summarized "The reasonably probable and legal use of vacant land or improved property, which is physically possible, appropriately supported, financially feasible, and that results in the highest value." (The Appraisal of Real Estate", eleventh edition, Appraisal Institute). The subject land is zoned for R-3 multi- family, historically and currently being utilized as a single-family residence. This use is consistent with the subject neighborhood. The lot size is on the small end of the typical range for the SFR's in the immediate neighborhood. Based on estimated current land value, it is not reasonable to demolish the subject improvements and develop into multifamily use. It is considered maximally productive to continue use as a single-family residence. The highest and best use of the subject is as improved for single-family residence. Approaches to Value Omitted as Not Applicable [x] Cost Approaches To Value The subject property is improved with a single-family residence. This report is a complete summary appraisal as per the Uniform Standards of Professional Practice. The appropriate approaches are the Sales Comparison Approach and Income Approach. The subject is recognized to be marketed, bought and sold relative to market sales analysis of other Single-family residences in the subject neighborhood. Ample sales market data is deemed available for application and utilization of the sales comparison approach. The Income approach is considered applicable as the subject and many of the comparable sales are leased. There is sufficient market evidence that the subject property type in the subject neighborhood is bought based on income potential. The Cost Approach is not deemed applicable due to the age of the SFR subject. THE SALES COMPARISON APPROACH This market derived approach is a technique of estimating market value by comparing similar, open market sales of properties, to the subject, and making appropriate adjustments for the variable characteristics considered applicable to subject. The Sales Comparison Approach is premised on the Principle of Substitution, which suggests that an purchaser/investor would not pay anymore for a property than the cost of acquiring an equally desirable substitute property. With the presence of quantitatively and qualitatively sufficient market data that can be inspected and then analyzed, a sufficiently reliable value indicator can be developed that reflects current market actions/reactions. A reliable comparison should be selected to accurately measure and/or compare the market data considered comparable. For the subject property, the sales price overall including the land is considered a reliable measure and/or unit approach for comparison purposes, resulting in a reflective market indicator. The comparable sale properties shotild be (and are) individually compared to the subject property, and in light of no two properties being identical, it is necessary to analyze the individual characteristics, which would be reflective of a variance in price. These differences are then equated to adjustments, if appropriate. 5901 Collection and Analysis of Comparable Sales For the purposes of establishing "benchmarks" of value for the subject for comparison, single-family residential sales were researched and analyzed. A number of sales of comparable properties were fou-~ and through preliminary analysis and field inspections reduced. Personal verifications with either buyers or the sellers provided additional data for scrutiny and analysis. Several sales have been chosen for use in direct comparison. These include the sale of the subject less than 1 year ago. The sale properties selected for comparative purposes have SFR buildings and site improvements that are similar in functional use to the subject. Due to the nature of the SFR improvement with a fairly typical residential lot land size; the number of bedrooms, baths and living area will be considered in establishing an overall unit of comparison for the subject. The improved comparable sales indicate typical lot sizes recognized in the market, as well as adequate to good landscaping, garage/carports, and various amenities. Direct Comparison Of Improved Sales Following is a sales grid/table and brief discussion of each of the comparables. Narrative analytical support for any adjustments, as well as, additional sales discussion and correlation will follow' this grid for the purpose of individual comparison to the subject. 5902 lC, Single Family Residential Sales Table Item SUBJECT SFR Sale A Subject Sale Y SFR Sale D OR/Page 16332/1539 16066/1749 Address 905 N. Seacrest 429 NWl2tn Ave 905 N. Seacrest 135 NW 13tn Ave Boynton Beach Boynton Beach Boynton Beach Boynton Beach Sale Date As of 3/31/2004 12/2003 09/2003 6/15/2004 Lot Size 4,400 Sq Feet 5,450 Sq Feet 4,400 Sq Feet 3,500 Sq Feet Living 870 Sq Feet 976 Sq Feet 870 Sq Feet 625 Sq Feet area BR 3 3 3 2 Baths 1 1 1 1 Year Built 1957 1959 1957 1948 Quality Good Good Good Good Condition Fair Good Good Good Sale Price N/A $82,500 $80,000 $78,000 Car Cover No No No No Storage None 28 sf None None HVAC None Central Wall Unit. Wall Units Landscaping Fair Fair Fair Good Comments .....................Purchased by an Sale of subject. Purchased by an investor. Available Leased to tenant, investor. Leased to for lease, tenant. Sales Analysis The table reflects sales for single-family residential properties in the subject neighborhood market. All sales have proximity to the subject. The sales indicate the typical SFR in the subject neighborhood is 2-3 bedroom/1 bath. The subject is a 3 Bedroon'ffl Bath. The unadjusted sales indicate a range of typical homes from the past year of $78,000 to $82,500. The recent sale of the subject was for $80,000. Sale A This sale is slightly larger than the subject. It has 3 bedrooms, 1 bath, but more overall living area. The sale is well maintained and is available for lease. An interior inspection of the sale was not possible as of the date of this report. The sale is considered slightly superior (10%) to the subject due to better condition and central a/c. Sale Y This is the sale of the subject in the past year. The sale is considered arms-length. The sale/subject property is in fair condition it has some tile flooring. The current owner has the property leased for $825/month. Tenant pays water and electric.- 5903 Sale D -=~ This sale is similar in building style, and age to the subject. It has not had an addition. It has 2 bedrooms/1 bath upon inspection. The sale reflects a fair/good condition. The sale is considered inferior (10%) to the subject due to one less bedroom. Although a complete interior inspection was available, the sale is considered similar to the subject in condition and lot size. The sale is leased to a tenant. No lease data was available. Conclusion of Market Sales Comparison Approach Items such as size, bedroom/baths, age, condition, and landscaping are all considered. The subject is considered to be in fair condition with minimal landscaping. The adjusted range of sales is $74,250 to $85,800. All sales, including the sale of the subject, have been given reasonable consideration. The recent purchase of the subject is considered an arms-length transaction. The neighborhood market values are considered to be increasing. There is the new construction of SFR's in the neighborhood. Following a thorough review' of my market data and my analysis of the pertinent information and facts, my market value opinion is $84,000. This is near the top of the adjusted range of value. Conclusion of Market Sales Comparison Approach: $84,000 5904 INCOME CAPITALIZATION APPROACH TO VALUE The Income Capitalization Approach to value consists of methods, techniques, and mathematical procedures that an appraiser uses to analyze a property's capacity to generate benefits and convert these benefits into an indication of present value. This technique is premised on the principle of "anticipation" and "substitution", as well as, the principle of "contribution." Potential gross income can be defined as the income a property, will produce with 100% occupancy. Generally, income is classified as either "market" (economic) rent or "contract" rent. Market rent is that amount of income a property would command in the open and competitive market based on current rentals of similar properties. Contract rent is that rental income created by an existing lease; the effective date of the lease may or may not be current. Also, contract rent may or may not be equivalent to market rental. Rental data is provided from the improved sales from the sales grid provided earlier in the Sales Comparison Approach. The subject contract rent is considered market rent. Sale Subject SFR Sale & Subject Sale SFR Sale & Rental R & Rental Rental G Rental Date As of Current Current Prior 6/2004 Sale Date .............. '3/2004 12/2003 10/2002 Sale Price $99,500 $80,000 $78,000 Gross Income .............. Annual $11,640 $9,900 $12,960 Monthly $970 $825 $1,080 Gross Rent .............. 8.54 8.08 6.01 Multiplier Gross Rent Subject The market rent for the subject property's 3 bedroom/1 bath unit is estimated to be $825/month. Annual gross rent is thus estimated to be $9,900. Gross Rent Multiplier Dividing the adjusted sales prices by their adjusted gross annual rent, yields a gross rent multiplier range of'approximately 6.01 to 8.54. Sale/Rental G is older data. More weight is given to Sale/Rental R and the subject. Sale/Rental R is a slightly larger SFR 3BR/1 ½ bath, in a more residentially oriented neighborhood. The sale/rental of' the subject is contemporary, as well as reflective oft he neighborhood market. In my opinion, the sales and rental analysis indicate a gross rent multiplier of 8.25 for the subject is reasonable. 8.25 X $9,900 =$82,000(R) Market Value estimate via the Income Approach: $82,000 5905 Reconciliation The value indications developed from the Sales Comparison Approach, and the Income Approach are set forth. Following a thorough review of market data and analysis of the pertinent information facts, the following value estimates have been indicated. COST APPROACH SALES COMPARISON APPROACH INCOME APPROACH N/A $84,0O0 $82,000 The subject is located in an area with stable to increasing property values and with a diminishing supply of available vacant land sites. As can be seen above, there are reasonable variances in the value estimates from the Sales Comparison, and Income approach. Both approaches are given reasonable weight. After considering the value indicators, it is my opinion that the subject property has a fee simple market value as of June 15, 2004 as follows: Market Value Opinion: $84,000 (Eighty Four Thousand Dollars) 5906 ADDENDUM Subject Photos Sales Data Sheets Letter to Owner Warranty Deed of Subject Limiting Conditions and Assumptions Appraiser Qualifications Appraiser Qualifications 5907 15 Subject PhotOs Parcel 129 5908 Sale Address: Sale Date: Seller: Buyer: Sale Price: Living Area: Bedrooms: Baths: Car Cover: Comments: Confirmation: Sales Data-Sheet - Sale A 429 NW 12th Avenue Boynton Beach March 31, 2004 Clifford Bell HTM Leasing LLC (Harishehander T. Madhav) $82,5OO 976 Square Feet 3 1 None Purchased by investor. Currently offered for rent. With buyer. Public records, personal inspection. Photograph of Sale Sale Address: Sale Date: PCN: Seller: Buyer: Sale Price: Living Area: Bedrooms: Car Cover: Comments: Confirmation: Subject "Scott" Sales-Data Sheet SFR 16332/1539 905 N. Seacrest Boulevard Boynton Beach 12/12/2003 08434521070041460 Kelvin Ramdin Denise Scott $80,000 870 Square Feet 3 Financing: $68,000 Baths: 1 None Purchased by investor. Currently leased With Buyer and seller (954 972-4056). Public records. Personal inspection onsite. Sale Address: Sale Date: PCN: Seller: Buyer: Sale Price: Living Area: Bedrooms: Car Cover: Comments: Confirmation: Sales Data Sheet~ SFR D 16066/1749 135 NW 13th Avenue Boynton Beach Sept. 26th 2003 / December 2002 08434521210000491 Fred Lombardi Barry Morris $78,000 / $48,000 625 Square Feet 2 Financing: Baths: $60,200 1 None Purchased by investor, leased to tenant. Public records, personal confirmation onsite inspection. with tenant, Photograph of Sale Florida Coastal Appraisal Services Real Estate Appraisers and Consultants 2101 South Andrews Avenue Suite 205 Fort Lauderdale, FL 33316 954 779-3298 954 779-3395 (Fax) May 30, 2004 Denise T. Scott 905 N. Seacrest Boulevard Boynton Beach, FL 33435-3001 RE: Boynton Beach Community Redevelopment Agency Heart of Boynton Parcel No. 129 Dear Property Owner: The Boynton Beach Community Redevelopment Agency (BBCRA) is planning on acquiring property for the Heart of Boynton project. The BBCRA has engaged me to make an appraisal of the property located at 905 N. Seacrest Boulevard, Boynton Beach. Florida. According to the Palm Beach County Property Appraisers Office, this property is owned by you. ~. The Purpose of the appraisal is to estimate the fair market value of the property needed for the above referenced project. A site inspection is scheduled for this property on .lune 10, 2004 at 9:30 a.m. If you or your designated representaUve would like to accompany me on this inspection, please call me at (954) 779-3298 so that we may schedule a mutually agreeable time and meeting place. , Any information you may provide relative to factors which may affect the value of the property will be helpful in preparing my appraisal. This includes surveys, building plans, names of tenants, leases, rents, real estate taxes, operating expenses, and other pertinent information. If you have any questions, you may contact me at my office Monday through Friday between the hours of 9:00 AM and 5:00 PM'. Sincerely, D. Craig :~913 William P, Jacobsen, Esq, IlllllllllllllilllllJl 1211B/~3 18:15:17 2Q~38778307 OR BH 16~ P6 1539 Palm Beach County, Flo'?ida flMT 88,808. B0 Doe Stamp 560.00 Dorothy H. Wilken, Clerk Warranty Deed This Warrant)' Deed.~i~ this 12th day of December 2003 ~ct,~eti Kelvi~ ~mdin, a marri~ man whose posl office ~ess Is 6 l0 Ed~ad, Margate, FL 53063, ~mr, ~d ~n~e T. Sco~, a single wo~n whose post office add.ss is 905 N. Seser~t ~rd, Boynton ~eh, ~ 3343~, g~teo: ~ ~cd Mrein ~e ~ "~"~lcc" in:lude gl tho panics to th~ [~sffument ~d indivi~gs, ~ ~ ~s~ ~ ~si~rations, ~ ~d ~st~s) '~.~... WJ~esseth, ~at said ~tor, fo~n~ in' consi~mtion of the sum of TEN .A~ NO/100 DOLLARS ($10.~) and o~er go~ and ~l~ble e~iderations m~d~r ~ h~d paid by slid ~ant~ ~e receipt whereof is hereby ac~owl~ged h~ ~=ted, ~, ~d sold to th~'g ~lee, ~d ~tee's h~s and 'assi~s forever, ~e following descried land~ situate, I~ md~g ~ Palm Beach Cdu~]o~da t~wit: L~ 146~ ~lock D~ BOY'ON ~ccordinff to ~e Plat ther~f recorded in Plat Book 4, Page 51, of t~e Public ~ecords o f Palm ~c~ Co~, Florida. Parcel Identification Number: '-?'"-,5" Granior war~n~ that at the time of ~v. eyance, ~e subject property' is not lhe (;r~ntor's homes~d within the, mea~g ~t forth in ~5ko~flmtlon of the ~m~e of ~orlda. nor b it contiguous i~ or n pa~ of home~d proart. Grnnt~'s~n;S and ~m~t~d add~s is: 6110 Edwards Road; Ma~ste, FL 330~. ,~/ }~ !~ Together w~ all ~ tenements, ~t~ents ~d app~f~a belonging or %<;.- To Have and to Hold, ~e s~e ~ fee s~ple brever. ~;' And ~e ~,or hereby cove~a w[~ said ~tee ~at the ~~ ~ized of said ired ~antor ha good ri~t ~d law~ au~ofiW Io sell ~d oonvey s~d l~.~e ~aaar hereby ~lly wa~nts ~e title m said ~g ~d will deled the s~e a~t ~e ]awOl claims of ail ~ whomsoever; and ~a~ said [and ~ fre~ of all ene~br~nces, ex~ ~e~ a~g s~sequeat to D~ember 31, 20~. .,~'j~.~ I. Wimess Whe~or. ~antor has hereunto set ~tor's h~d and seal ae ~'~,year f~st a~ve ~i~n. k I .-/.:: Si~d seal~ ~ dcl/v¢~d ~ o~p~sence: 8t~ of Florida Co~ of Palm Beach The tbregoing inmrument was ac&nowledged before me this i2th day of December, 2003 by Kelvk~ Ramdin. wire U is personally known or [X] has produced a drive?s license as identification. - My C~m~i~n ~Jms: · 5914 Book16332/Pa ge 1539 Page 1 of 1 DoubloTI~ Qualifications of D. Craig Keneipp, Appraiser/Consultant 2101 South Andrews Avenue, Suite 205 Fort Lauderdale, Florida 33316 EDUCATION Bachelor of Science, Business Administration, Marketing. University of Central Fla. Orlando, FL Associate of Arts (A.A.), Manatee Jr. College, Bradenton, FL LICENSES/CERTIFICATION State Certified General Real Estate Appraiser, since 1991. Florida Licensed Real Estate Broker, since 1987. WORK EXPERIENCE Professional self-employed real estate appraiser/consultant 1985 to present. Senior Real Estate Negotiator for Kaiser Engineers, under contract with the Florida Department of Transportation for Right-of-Way Acquisition 1984 to 1985. Right-of-Way Specialist (acquisition/relocation agent) for the Florida Department of Transportation, District IV Fort Lauderdale, FL. 1982 to 1984. EXPERT WITNESS Court qualified as an expert witness in the area of real estate appraisall PREQUALIFIED GOVERNMENTAL FEE APPRAISER LISTS · Federal Department of Environmental Protection, Division of State Lands Fee Appraiser · Florida Department of Transportation Real Property Fee Appraiser/Consultant · Broward County Approved Fee Appraiser · Broward County School Board Approved Fee Appraiser APPRAISAL COURSES COMPLETED USPAP - Uniform Standards of Professional Appraisal Practice American Society of Appraisers Ethics Exam, A.S.A. (American Society of Appraisers) lA-1 Real Estate Appraisal Principles, A.I.R.E.A.(American Institute of Real Estate Appraisers) lA-2 Basic Valuation, A.I.R.E.A. iBB -CapitaIization Theo~ and Tech. B, A.I.R.E.A. 1BA - Capitalization Theory' and Tech. A. A.I.R.E.A. SPP - Standards and Professional Practice, A.I.R.E.A. ADDITIONAL COURSES/CONTINUING EDUCATION Uniform Standards of Professional Appraisal Practice Understanding Limited Appraisals & Appraisal Reporting Options Communication in Real Estate Acquisition Appraising under Eminent Domain Business Relocation, Federal Highway Administration 5915 Real Estate Finance Business Valuation Parts I & II LitigationValuation Industrial Valuation -- 16 D. Craig Keneipp, State Certified General Appraiser Partial Statewide Client List Government Agencies Florida Dept. Of Transportation North Broward Hospital District Municipalities Broward County (Litigation Support) City of Boynton Beach City of Coconut Creek City of Lauderhill City of Margate City of Sunrise Financial Institutions North Trust Bank Law Firms Conrad & Scherer Forman & Hanratty Ulmer, Hicks & Schreiber Ruden, McCloskey, Smith, Schuster Durden & Green Jerome Tepps Ali & Jobson Eakin & Eakin Carter & Thomas H. Collins Forman, Jr. Jack Baxter Partial List of Proper ,ty Types Appraised Vacant Land Agricultural Residential Commercial Improved Residential Single Family Multi-family Condominiums Improved Commercial Banks Retail/strip centers Private Schools & Day Care Palm Nursery Cemetery Funeral Home Restaurants/Bars Service stations Churches Rock Pits Auction Gallery Office buildings - single/multistory Hotels/motels Auto/boat/motorcycle dealerships Radio station Golf Course Assumptions and Limiting Conditions This appraisal is to be used in whole and not in part. No part of it shall be used in conjunction with any other appraisal. Marketable title, but not responsibility as to legal matters is assumed. It is assumed the legal description as given, is correct. The property has been appraised free and clear of any or all liens or encumbrances unless otherwise stated. All engineering is assumed correct. Any plot plan and/or illustrative material in this report or addendum are included only to assist the reader in visualizing the property. It is assumed that there are no hidden or unapparent conditions of the property, subsoil, or structures that render it more or less valuable. No responsibility is assumed for such conditions or for arranging for engineering studies that may be required to discover them. Possession of this report, or a copy thereo£ does not carry with it the right of publication. Neither all nor any part of the contents of this report (especially any conclusions as to value, the identity of the appraiser, or the firm with which the appraiser is connected) shall be disseminated to the public through advertising, public relations, news, sales, or other media without the written consent and approval of the appraiser. 5917 -- 18 WESTBERRY & ASSOCIATES LLC Real Estate Appraisers and Consultants June 23,2004 Virginia Mammone The Urban Group, Inc. 1424 South Andrews Avenue, Suite 200 Ft. Lauderdale, FL 33316 Re: Review Appraiser's Statement Heart of Boynton CRA Parcel 129 Dear Ms. Mammone: Pursuant to your Notice to Proceed, dated May 17, 2004, I am submitting a review appraisal of the Florida Coastal Appraisal Services report for the above referenced project and parcel number. Thank you for the opportunity to provide this review appraisal service. Very truly yours, 'Mendel R. Westberry, MAI State Certified General Real Estate Appraiser #0000331 5918 JUL 0 8 200zt 4675A Anglers Avenue · Fort Lauderdale, Florida 33312 Phone: (954) 965-0999 Fax: (954) 965-0989 REVIEW APPRAISER'S STATEMENT Project Name: Heart of Boynton CRA Parcel No.: 129 Identification of Report Under Review The report is a complete appraisal summary report identified as parcel 129 of the Heart of Boynton CRA. D. Craig Keneipp of Florida Coastal Appraisal Services prepared the report for the City of Boynton Beach, Florida. I was not provided with a property owner's appraisal report. The property is currently owned by Denise Scott, 905 North Seacrest Boulevard, Boynton Beach, FL. The subject property is located on North Seacrest Boulevard, just south of Martin Luther King Boulevard and west of Federal Highway in the City of Boynton Beach. Date of Value Date of Report Date of Review 6/15/2004 6/15/2004 6/23/2004 Overview of the Subject Property The subject property is a 4,400 square foot parcel of land which is improved with a single family residence. It was originally constructed in 1957 as a three bedroom, one bath 870 square foot residence. The home is concrete block and stucco with a flat roof. Floors are tiled. The house has no central air-conditioning. The site is zoned R-3, Multifamily Residential by the City of Boynton Beach and has an underlying land use of High Density Residential which is consistent with its zoning. The zoning classification permits a variety of residential uses including single family and multifamily construction. Mr. Keneipp concludes that the subject's highest and best use is continued use as a single-family residential dwelling unit. His conclusions are based upon the R-3 zoning of the site as well as the surrounding neighborhood, which is improved largely with single family homes such as the subject. Property Interest Appraised The real property interests appraised are those rights associated with the undivided fee simple (estate) interest. Purpose and Intended Use of the Report Under Review The purpose of the appraisal report is to provide an opinion of market value of the subject property. The intended use of the appraisal is information for the client for the potential purchase of the property, possibly through eminent domain. Extent of Review Process I have read the appraisal report and I have inspected the subject property and the comparables. I examined the data and methodology used by the appraiser and made conclusions .about the methods used and 5919 REVIEW APPRAISER'S STATEMENT Project Name: Heart of Boynton CRA Parcel No.: 129 reasonableness of the value estimates. I also reviewed the report for compliance with Uniform Standards of Professional Appraisal Practices (USPAP). Mr. Keneipp's report is judged to be in compliance with USPAP. I did not independently research or verify all data. Completeness of Report Under Review The completeness of the report is considered adequate and sufficient in terms of the requirements of USPAP. Appropriateness of Appraisal Methods and Techniques Used Mr. Keneipp developed both the Sales Comparison and Income Approach to value. These approaches are appropriate methods for estimating the value of the subject property. The subject's neighborhood appears to have an active market. Therefore, Mr. Keneipp had an ample amount of sales data available for the application of the Sales Comparison Approach. Additionally, several of the comparable sales are tenant occupied. Rental information was readily available enabling Mr. Keneipp to develop the Income Approach by establishing a Gross Rent Multiplier (GRM).. A GRM is developed by dividing the sale price of a home by the annual rental income that the home generates. This multiplier can then be applied to the subject property's actual or market rent. Due to the age of the improvements, the Cost Approach to Value has limited reliability and considered not applicable to this assignment. Land (Sales Comparison AI313roach) Mr. Keneipp did not develop a Sales Comparison Approach Land for this assignment since improved properties such as the subject are purchased based upon a "whole to whole" comparison. Cost Approach NA Sales Comparison Approach-Improved Mr. Keneipp used three comparably improved sales, one of which was the recent sale of the subject. The sale prices of the comparable sales range from $78,000 to $82,500. All the sales are in proximate locations to the subject property. All have sold within the last nine months. The subject's lot size is 4,400 squa~'e feet, the comparable sale lot sizes range from 3,500 square feet to 5,450 square feet. One of the comparable sales has central air conditioning, making it superior to the subject. The other comparable sale, like the subject, has wall air conditioning units. One comparable sale has three bedrooms and one bathroom, the other 5920 REVIEW APPRAISER'S STATEMENT Project Name: Heart of BoyntOn CRA Parcel No.: 129 comparable sale has two bedrooms and one bathroom. The subject improvements were originally built in 1957, the comparable sales were built in '1959 and 1948. Mr. Keneipp reviewed the features of each sale comparing items such as quality of construction, age and condition of improvements, floor plan and lot size. He made these comparisons based upon a "whole to whole" analysis and discussed the comparable sale's inferiority or superiority as compared with the subject property. Mr. Keneipp gave all the sales equal consideration and correlated to a value of $84,000 for the subject property. Income Approach To develop the Income Approach to value for the subject property, Mr. Keneipp used five recent sales of similarly improved residential dwellings which have since been leased to a tenant. A GRM for each of these properties was calculated based upon the sale price of the property divided by the annual rental income generated by the property. The range of GRMs was 6.01 to 8.54. Mr. Keneipp then correlated to near the upper range, 8.25, and applied the subject market rent of $825 to arrive at an estimate of value via the Income Approach of $82,000. $825 x 12 = $9,900 x 8.25 = $82,000 (R) Reconciliation of Approaches to Value The Sales Comparison Approach produced an estimate of value of $84,000 for the subject property. The Income Approach produced, an estimate of value of $82,000 for the subject property. Mr. Keneipp placed greater weight on the results of the Sales Comparison Approach and reconciled to an estimate of value for the subject property of $84,000. Cost Approach Sales Comparison Approach Income Approach NA $84,000 $82,000 Recommended compensation based on Mr. Keneipp's report is: $82,000 5921 REVIEW APPRAISER'S STATEMENT 129 Heart of Boynton CRA Boynton Beach/Palm ] Acquisition Beach Review Certification I certify to the best of my knowledge and belief: The facts and data reported by the review appraiser and used in the review process are true and correct. The analyses, opinions and conclusions in this review report are limited only by the assumptions and limiting conditions stated in this review report, and are my personal, unbiased professional analyses, opinions, and conclusions. I have no present or prospective interest in the property that is the subject of this report, and I have no personal interest or bias with respect to the parties involved. My compensation is not contingent on an action or event resulting from the analyses, opinions, or conclusions in, or the use of this review report, my analyses, opinions, and conclusions were developed and this review report was prepared in conformity with the Uniform Standards of Professional Appraisal Practice. I did personally inspect the subject property and appropriate comparable sales as used in the report under review. Field inspection of the subject property took place on June 23, 2004. Value estimates of items compensable under state law, but not eligible for federal reimbursement have been clearly identified below, as appropriate. The value estimate and my recommended compensation is stated below. Sayre J. Berman, AICP, State Certified General Real Estate Appraiser #0001963, provided significant professional assistance. In my opinion, the Total Recommended Compensation is: $84,000 Parcel 129 Mendel R. Westberry, MAI / state Certified Real Estate Appraiser #0000331 Date 5922 NOTICE TO OWNER 3uly 15, 2004 Denise Scott 905 N. Seacrest Boulevard Boynton Beach, Florida 33435 RE: 905 N. Seacrest Boulevard, Boynton Beach, Florida 33435 Dear Property Owner and Other ]:nterested Parties: The purpose of this letter is to inform you that the Boynton Beach Community Redevelopment Agency, herein known as the Agency, is interested in acquiring your property located at 905 N. Seacrest Boulevard, Boynton Beach, Florida 33435'. The Agency has identified the area in which your property is located as a "project" area in which the following improvements may be carried out: Heart of B0ynton Community Redevelopment Plan Because Federal financial assistance is involved, you are protected by the Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970 (URA), as amended. For your information and review, ]: have enclosed a copy of a brochure entitled, "When a Public Agency Acquires Your Property." The Agency wishes to disclose to you the following: The acquisition would be considered an involuntary acquisition due to the fact that the Agency has the power of eminent domain and can acquire your property by condemnation. In most cases, an appraisal and review appraisal are required to established what is just compensation (fair market value) of a property. You, or someone you designate to represent you, will be offered the opportunity to accompany the appraiser during the inspections of your property. 5923 - BOYNTONBEACH COf4f4UNITY REDEVELOPMENT AGENCY NOTTCE TO OWNER .luly 15, 2004 Page 2 of 2 :if your property is tenant-occupied, each tenant should be encouraged to not move. Each lawful tenant determined to be eligible as a displaced person will be assisted if the property is acquired. A representative of our Agency will contact each tenant to determine their eligibility for assistance under the UPA. The Agency wishes to caution you that any tenant who moves into the property identified herein for possible acquisition after the initiation of negotiations, may not be entitled to displaced person assistance from the Agency. Tn the event you wish to provide housing to a tenant after this date, and you personally wish to pay for such assistance, please contact the Agency before you allow the tenant to occupy or lease the unit since UPA assistance for a displaced person can be quite expensive. :if you wish to lease a vacant unit to a new tenant, but not be responsible for displacement assistance, be certain to have the attached Move-in Notice executed by the tenant prior to the tenant leasing and occupying your unit. NOTE: Tf the Agency determines that a person occupies a property, or is allowed to occupy a property, for the purpose of obtaining relocation assistance, the tenant will not be entitled to assistance as a displaced person. :if you wish to discuss the Agency's interest in acquiring your proPerty, the contents of the brochure or this letter, or the acquisition process that is required, please contact Barbara Matlack, Senior Realty Specialist, at (954) 522-6226, ext. 116 or our toll free number (888) 522- 6226, ext. 116. Any correspondence or documents you wish to submit to the Agency should be mailed to: The Urban Group, :[nc. 1424 South Andrews Avenue, Suite 200 Fort Lauderdale, Florida 33316 Attention: Barbara Matlack This letter, and all future correspondence you receive from the Agency, are important and should be kept in a place of safekeeping. Sincerely, THE URBAN GROUP~ ]:NC. Agents for Boynton Beach CRA 'Barbara Matlack Senior Realty Specialist Enclosure 5924 July 15, 2004 OFFER OF 3UST COMPENSATION Denise Scott 905 N. Seacrest Boulevard Boynton Beach, FL 33435 Dear Ms. Scott,. The purpose of this letter is to make you an offer of just compensation for your property located at 905 N. Seacrest Boulevard. Hr. Craig D. Keneipp, Cerified General Appraiser, on behalf of the Boynton Beach Community Redevelopment Agency, has established the amount of just compensation for your property at $ 84,000. This amount is based on the fair market value established by an appraisal and approved by a review appraiser. The Boynton Beach Community Redevelopment Agency proposes to purchase your property for the established fair market value stated above. Attached you will find a Summary Statement of Basis for the Determination of Just Compensation. If you have any questions about this matter, please do not hesitate to call me at (954) 522- 6226, ext. 116, or our toll free number (888) 522-6226, ext. 116. I look forward to hearing from you soon. Sincerely, Accompanying Attachments · Establishment of Just Compensation · THE URBAN GROUP, :[NC. Agents for Boynton Beach CRA Barbara Matlack Senior Realty Specialist Summary Statement of Offer of Just Compensation Real Estate Agency Disclosure 5925 BOYNTON BEACH COMMuNrrY REDEVELOPMENT AGENCY NO BROKERAGE RELATIONSHIP DISCLOSURE FLORIDA LAW REQUIRES THAT REAL ESTATE LICENSEES PROVIDE THTS NOT1'CE TO POTENTI'AL SELLERS AND BUYERS OF REAL ESTATE. You should not assume that any real estate broker or salesperson represents you unless you agree to engage a real estate licensee in an authorized brokerage relationship, either as a single agent or as a transaction broker. You are advised not to disclose any information you want to be held in confidence until you decide on representation. NO BROKERAGE RELATIONSHIP NOTICE FLORIDA LAW REQUIRES THAT REAL ESTATE LICENSEES WHO HAVE NO BROKERAGE RELATIONSHIP WITH A POTENTIAL SELLER OR BUYER DISCLOSE THEIR DUTIES TO SELLERS AND BUYERS. As a real estate licensee who has no brokerage relationship with you, THE URBAN GROUP, ]:NC. and its associates owe to you the following duties: 1. Dealing honestly and fairly; 2. Disclosing all known facts that materially affect the value of residential real property which are not readily observable to the buyer. 3. Accounting for all funds entrusted to the licensee. Sit, nature / '/ - The Urban Group, Inc. · 1424 South Andrews Avenue · Suite 200 · Fort Lauderdale, Florida 33316 TELEPHONE 954-522-6226 · FAX 954-522-6422 ° www.theurbangroup.com SUMMARY STATEMENT OF OFFER OF :lUST COMPENSATTON Denise Scott PROJECT NAME: HEART OF BOYNTON 905 N. Seacrest Boulevard PARCEL NO.: :[29 Boynton Beach, FL 33435 Dear Ms. Scott: As you are probably aware, the Boynton Beach Community Redevelopment Agency (CRA) is in the process of acquiring private property for the above referenced project. A determination has been made that either a part or all of your property will be needed. A search of the Public Records of Palm Beach County has been made and it was determined that property, as described in the legal description attached in "Exhibit A" is owned by you. The interest being acquired in your property is a Fee Simple Tn addition, the following list will identify the buildings, structures, fixtures, and other which are considered to be part of the real property acquired, if any: Tmproved Single Family Residence 3 Bedroom. I bath, CBS structure The CRA does not normally acquire personal property such as furniture and furnishings, clothing, and other similar items of personal :ffects or small unattached appliances in conjunction with redevelopment projects. However, if circumstances are such that this oecomes necessary, the following list will identify those items of personal property being acqu!red. N/A You are further advised that the Agency's offer of just compensation for the property required for the Heart of Boynton project is based on the Fair Market Value of the property and that the CRA's offer to you is not less than the approved appraised value of the property. The following represents a summary of the [~oynton Beach CRA's offer to you and the basis therefore: Land & improvements $ 84,000.00 Real Estate Damages $ N/A Total $ 84,000.00 This statement of offer is not a contract if you agree to accept this offer, you will be required to sign a contract to sell. Any additional information you may require can be obtained through the CRA's Representative that contacted you. if the representative is not readily available, please contact: The Urban Group, ]:nc., 1424 South Andrews Avenue, Suite 200, Fort Lauderdale, FL 333:[6 (888) 522-6226, ext. :[16 or 1:[0 Sincerely, THE URBAN GROUP~ TNC, Agents for Boynton Beach CRA Senior Realty Specialist Date Date BOYNTON BEACH COMMUNITY REDEVELOPMENT AGENCY ' Denise Scott 905 N. Seacrest Boulevard Boynton Beach, FL 33435 SUMMARY STATEMENT OF OFFER OF JUST COMPENSATION PROJECT NAME: HEART OF BOYNTON PARCEL NO.: 129. Dear Ms. Scott: As you are probably aware, the Boynton Beach Community Redevelopment Agency (CRA) is in the process of acquiring private property for the above referenced project. A determination has been made that either a part or all of your property will be needed. A search of the Public Records of Palm Beach County has been made and it was determined that property, as described in the legal description attached in "Exhibit A" is owned by you. The interest being acquired in your property is a Fee Simple In addition, the following list will identify the buildings, structures, fixtures, and other which are considered to be part of the real property acquired, if any: Improved Single Family Residence 3 Bedroom. I bath, CBS structure The CRA does not normally acquire personal property such as furniture and furnishings, clothing, and other similar items of personal effects or small unattached appliances in conjunction with redevelopment projects. However, if circumstances are such that becomes necessary, the following list will identify those items of personal property being acq,uired. N/A You are further advised that the Agency's offer of just compensation for the property required for the Heart of Boynton project is based on the Fair Market Value of the property and that the CRA's offer to you is not less than the approved appraised value of the property. The following represents a summary of the Boynton Beach CRA's offer to you and the basis therefore: Land & Improvements $ 84,000.00 Real Estate Damages $ N/A Total $ 84,000.00 This statement of offer is not a contract if you agree to accept this offer, you will be required to sign a contract to sell. Any additional information you may require can be obtained through the CRA's Representative that contacted you. If the representative is not readily available, please contact: The Urban Group, Inc., 1424 South Andrews Avenue, Suite 200, Fort Lauderdale, FL 33316 (888) 522-6226, ext. 116 or 110 Sincerely, THE URBAN GROUPt INC. Agents for Boynton Beach CRA Barbara Matlack Senior Realty Specialist Delivered By Receipt Acknowledged By 5928 Date Date BOYNTON BEACH COMMUNITY REDEVELOPMENT AGENCY ESTABLISHMENT OF 3UST COMPENSATION PROPER TY Z OCA TED A T 905 N. Seacrest Boulevard Boynton Beach, FL 33435 An appraisal prepared and submitted by D. Craig Keneipp, indicates the fair market value for the property identified above to be $84,000. A review of this appraisal has been made by Mendel R. Westberry, HA:[, the review appraiser, who has approved the fair market value established by the appraisal. Based on a review of the appraisal documents, and the review appraiser's approval of the appraisal documents and the estimate of fair market value established by the appraisal, :~, D. Craig Keneipp, on behalf of the Boynton Beach Community Redevelopment Agency, hereby established the just compensation for the property identified above to be $84,000. -The Agency believes this amount to be the fair market value for the identified interest, and for the improvements (if any) identified. This just compensation amount does not include any consideration of decrease or increase in value attributable to the project for which it is being acquired. Relocation payments, if applicable, are not a part of this establishment of just compensation. Defi'ver(~d By "' eceipt Ackn~"v/~edg~ By ~/ 5929 Date Da~e / f BOYNTON BEACH COMMUNITY REDEVELOPMENT AGENCY - HAZARDOUS SUBSTANCE Denise Scott 905 North Seacrest Boulevard Boynton Beach, Florida 33435 PROJECT NAME: HEART OF BOYNTON PARCEL NO.: 129.001o 3uly 15, 2004 Dear Ms. Scott: .Tn order to further clarify your Relocation Advisory Assistance, we are taking this opportunity to advise you of the Boynton Beach CRA position regarding substances which may be classified as hazardous and/or of environmental concern. If you are not presently registered as a generator of hazardous waste, it is important for you to understand that the abandonment of any hazardous material, its by-products or other related materials will constitute hazardous waste and may put you in violation of the Resource Conservation and Recovery Act, 42 U.S.C. 6901 et seq. (RCRA) or the Comprehensive Environmental Response Compensation and Liability Act, 42 U.S.C. 9601 et seq. (CERCLA or SUPERFUND) or the Florida Resource Recovery and Management ACt, Section 403.708 of the Florida Statutes, Section 403.702-403.73. A "release" of a hazardous substance, pollutant or contaminant is defined in 42 U.S.C. S9601(22) as follows: "...any spilling, leaking, pumping, pouring, emitting, emptying, discharging, injecting, escaping, leaching, dumping or disposing into the environment (including the abandonment or discarding of barrels, containers and other closed receptacles containing any hazardous substance or pollutant or contaminant),..." The CRA will not assume the responsibility of disposing of any substance, or containers which have held any substance, that is of environmental concern. All above-ground and/or underground tanks must be emptied prior to your vacating the subject property. All materials must be moved or disposed of in accordance with all applicable laws and regulations and cannot be abandoned at the subject site. Your assigned Relocation Specialist will explain eligibility moving expense reimbursements related to hazardous substances and will assist you in every way possible to assure that your move is not only safe, but done to your satisfaction. Sincerely, THE URBAN GROUP~ INC, Agents for Boynton Beach CRA Receipt Acknowled/ed-By 59~30 Diane Mason Project:ana~er, Relocation Services BBCRA-R-14 TUG 07/04 BOYNTON BEACH COMHUNITY REDEVELOPHENT AGENCY Denise Scott 905 North Seacrest Boulevard Boynton Beach, Florida 33435 Date: July 15, 2004 In reply refer to: Project Description: Relocation Parcel No.: Initiation of Negotiations: Heart of Boynton 129.001o 3uly 15, 2004 90-DAY LETTER OF ASSURANCE Dear: Ms. Scott: As you are aware, the Boynton Beach Community Redevelopment Agency (CRA) is in the process of acquiring real estate for the above-referenced project in your area. It has been determined that you, your family, your business or farm .operation, or personal property you may own will need to be relocated from this real property which is needed for the community redevelopment effort. To ensure that you receive adequate time to relocate, the Boynton Beach Community Redevelopment Agency hereby assures that you will not be required to move from the subject property before at least ninety (90) days have elapsed from the date ol: receipt of this letter..This assurance applies to you, your family, your business or farm operation, or personal property you may own. Further, you will be given a written notice which will specify the actual date by which the property must be vacated and surrendered to the Boynton Beach Community Redevelopment Agency. You will receive this latter notice at least thirty (30) days prior to the date specified. It is the sincere desire of the Boynton Beach Community Redevelopment Agency to assist you in your relocation necessitated by this acquisition and to answer any questions you may have. Should you desire further information, our Relocation Assistance Office is located at: 1424 South Andrews Avenue, Suite 200, Fort Lauderdale, Florida 33316. RECEIPT ACKNOWLEDGED: (1) Original Owner/Tenant (2) Copy to File Sincerely, THE URBAN GROUP, INC. Agents for Boynton Beach CRA ,.~. rgje. dL~anager, Relocation Services DATE: ~ 5931 BBCP, A-R-O 1 BOYNTON BEACH COMMUNITY REDEVELOPMENT AGENCY Denise Scott 905 North Seacrest Boulevard Boynton Beach, Florida 33435 NOTICE OF ELIGIBILITY NONRESIDENTIAL PROJECT NAME: HEART OF BOYNTON PARCEL NO.: 129.001o Dear: Ms. Scott: As you are aware, the Boynton Beach Community Redevelopment Agency (CRA) is in the process of acquiring right of way for the above-referenced project in your area. It has been determined that either you or your personal property will be requfred to move from real property which is needed for the construction of this facility. Since your business and/or your personal property (including on-premise signs) will be displaced from the property being acquired, this notice is provided to advise you of your eligibility for services and payments under the Relocation Assistance program. All displaced persons are eligible for advisow services from the CRA to assist in their relocation. Depending on the acquisition of the real property owned or occupied by you or your business you may receive additional benefits. It has been determined that your business will need to relocate from the property to be acquired. You are eligible to receive reimbursement for the actual, reasonable, and necessary costs to move your business to a replacement site. In additior the reimbursement for the actual, reasonable, and necessary costs to move your business to a replacement site, your sn,, business may be eligible to receive a payment, not exceed $10,000, for expenses actually incurred in reestablishing such small business at a replacement site. It is the sincere desire of the CRA to assist you in your relocation. Your Relocation Specialist will be available to answer any questions you might have regarding your move and to discuss various move cost reimbursement options with you. He or she will also assist you at any time in completing the required forms and gathering the required information. NOTE: This letter should no__~t be construed as a notice to vacate! You will be given adequate notice in this respect at a future date. If you have any questions contact our Relocation Assistance Office located at: 1424 South Andrews Avenue, Suite 200, Fort Lauderdale, Florida 33316. Receipt Acknowledge~ By' - ~' (i) (2) Original to Property Owner/Tenant- Copy to CRA Office 5932 BOYNTON BEACH Sincerely, THE URBAN GROUP~ INC, Agents for Boynton Beach CRA Diane Nas. on, P, roject Manager, Relocation Services Date BBCRA-R-07 { COMMUNITY REDEVELOPMENT AGENCY 905 N. SEACREST BOYNTON BEACH, FL 33435 EXPENSE SUMMARY Sale Price I $ i°~,°°°'°° I Principal Balance Lost rent for July Appliances Second Mortgage (Kelvin Ramdin) Prepayment Penalty Closing fees TOTAL $67,697.25 $825.0O $400.00 $8,800.OO $2,600.00 $3,500.00 I $83,822'25 I Denise Scott 4465 Oak Terrace Drive Greenacres, FL 33463 (561) 512-9937 (561) 433-8150 5933 HAND DELIVERED Years of July 27, 2004 Douglas Hutchinson, Director Boynton Beach Community Redevelopment Agency 639 East Ocean Avenue, Suite 107 Boynton Beach, Florida 33435 Subject: Heart of Boynton, Parcel 129,905 North Seacrest Boulevard Relocation Entitlements Dear Mr. Hutchinson: Listed below are estimated relocation costs for parcel 129.001o, Denise Scott, landlord business. The dwelling was vacant at the time of Initiation of Negotiations to purchase the property. Denise Scott, 120.001o The owner of a landlord business is eligible for reimbursement of move costs, search expenses, and reestablishment expenses. Move costs: MS. Scott owns a minimum amount of movable personal property in the house. Estimated reimbursement of expenses: $500.00 Search expenses: Eligibility maximum is $1,000 for reimbursement of expenses incurred in searching for a replacement site. Estimated reimbursement of expenses: $1,000.00 Reestablishment expenses: Eligibility maximum is $10,000 for reimbursement of eligible expenses incurred in reestablishing a landlord business at a replacement site. Estimated reimbursement of expenses: $10,000.00 Documents included in this package are a copy of the Notice of Eligibility and the 90- day Letter of Assurance. No relocation claims have been made to date. Claims for reimbursement of expenses will be made after the eligible expense has been incurred. Maximum available relocation entitlement: $11,500.00 5934 The Urban Group, inc. · 1424 South Andrews Avenue ° Suite 200 · Fort Lauderdale, Florida 33316 - TELEPHONE 954-522-6226 · FAX 954-522-6422 · www.theurbangroup.com Douglas Hutchinson, Director July 27, 2004 Parcel 129 Page 2 120.001t There is no residential tenant in occupancy as of this date. If the property owner leases the house before the Agency takes title, the occupant will be eligible for move costs only, unless the rent and utilities of a replacement dwelling exceeds 30% of the total household income. During negotiations, it was learned that the property owner intends to keep the house vacant at this time. Potential additional move costs: $1,150.00 Sincerely, Diane Mason Project Manager, Relocation Services The Urban Group, Inc. 5935 Denise Scott 905 North Seacrest Boulevard Boynton Beach, Florida 33435 NOTICE OF ELIGIBILZTY NONRESTDENTIAL PRO.~ECT NAME: HEART OF BOYNTON PARCEL NO.: :[29.001o Dear: Ms. Scott: As you are aware, the Boynton Beach Community Redevelopment Agency (CRA) is in the process of acquiring right of way for the above-referenced project in your area. It has been determined that either you or your personal property will be required to move from real property which is needed for the construction of this facility. · Since your business and/or your personal property (including on-premise signs) will be displaced from the property being acqoired, this notice is provided to advise you of your eligibility for services and payments under the Relocation Assistance program. All displaced persons are eligible for advisory services from the CRA to assist in their relocation. Depending on the acquisition of the real property owned or occupied by you or your business you may receive additional benefits. Zt has been determined that your business will need to relocate from the property to be acquired. You are eligible to receivp reimbursement for the actual, reasonable, and necessary costs to move your business to a replacement site. In addition the reimbursement for the actual, reasonable, and necessary costs to move your business to a replacement site, your sma~ business may be eligible to receive a payment, not exceed $10,000, for expenses actually incurred in reestablishing such small business at a replacement site. Tt is the sincere desire of the CRA to assist you in your relocation. Your Relocation Specialist will be available to answer any questions you might have regarding your move and to discuss various move cost reimbursement options with you. He or she will also assist you at any time in completing the required forms and gathering the required information. NOTE: This letter should no__~t be construed as a notice to vacate! You will be given adequate notice in this respect at a future date. If you have any questions contact our Relocation Assistance Office located at: .1424 South Andrews Avenue, Suite 200, Fort Lauderdale, Florida 333:[6. Receipt Acknowledg~ By~ - (2) Original to Properb/Owner/Tenant Copy to CRA Office 5936 Sincerely, THE URBAN GROUP~ INC. Agents for Boynton Beach CRA Diane Ma~on, ~roject Manager, Relocation Services Date BBCRA-R-07 TUG 06/04 BOYNTON BEACH COMklUNITY REDEVELOPt,4ENT AGENCY :BO Denise Scott 905 North Seacrest Boulevard Boynton Beach, Florida 33435 Date: 3uly 15, 2004 In reply refer to: Project Description: Relocation Parcel No.: Initiation of Negotiations: Heart of Boynton 129.001o 3uly 15, 2004 90-DAY LETTER OF ASSURANCE Dear: Ns. Scott: As you are aware, the Boynton Beach Community Redevelopment Agency (CRA) is in the process of acquiring real estate for the above-referenced project in your area. It has been determined that you, your family, your business or farm .Operation, or personal property you may own will need to be relocated from this real property which is needed for the community redevelopment effort. To ensure that you receive adequate time to relocate, the Boynton Beach Community Redevelopment Agency hereby assures that you will not be required to move from the subject property before at least ninety (90) days have elapsed from the date of receipt of this letter. ,This assurance applies to you, your family, your business or farm operation, or personal property you may own. Further, you will be given a written notice which will specify the actual date by which the property must be vacated and surrendered to the Boynton Beach Community Redevelopment Agency. You will receive this latter notice at least thirty (30) days prior to the date specified. It is the sincere desire of the Boynton Beach Community Redevelopment Agency to assist you in your relocation necessitated by this acquisition and to answer any questions you may have. Should you desire further information, our Relocation Assistance Office is located at: 1424 South Andrews Avenue, Suite 200, Fort Lauderdale, Florida 33316. RECEIPT ACKNOWLEDGED: (1) Original Owner/Tenant (2) Copy to File Sincerely, THE URBAN GROUP, TNC. , Agents for Boynton Beach CRA ~Pr)~jeCk~4anager, Relocation Services 5937 BBCRA-R-O1 BOYNTON BEACH COMMUNITY REDEVELOPMENT AGENCY BOYNTON BEACH COMMUNITY REDEVELOPMENT AGENCY AGREEMENT FOR PIIRCHA,qE AND ,qAI,E OF REA1, PROPERTY This Agreement for Purchase and Sale of Real Property (hereinafter the "Agreement"), is made and entered into as of the 17th day of AxtgusI_, 2004, by and between BOYNTON BEACH COMMUNITY REDEVELOPMENT AGENCY (hereinafter referred to as "Buyer") and _ Denise Scott (hereinafter referred as "Seller"). In consideration of the mutual agreements set forth below, the parties agree as follows: 1.0 Definitions. The following terms when used in this Agreement shall have the following meanings: 1.1 Buyer. BOYNTON BEACH COMMUNITY REDEVELOPMENT AGENCY, a public body corporate and public, created pursuant to Chapter 163 of the Florida Statutes. 1.2 ~. THE URBAN GROUP, INC., a Florida Corporation authorized to negotiate this Agreement and make deposits on behalf of the Buyer 1.3 Closing. The delivery of the Deeds to Buyer concurrently with the delivery of the Purchase Price to Seller. 1.4 Closin~ Date_ Paragraph 10 below. The date of the Closing as determined in accordance with 1.5 Deed, One (1) Statutory General Warranty Deed which shall convey the Property fi.om Seller to Buyer. 1.6 Effective Date. The date that this Agreement is executed by the last party to sign it, party for purposes of this section only are Seller and Buyer's Agent. 1.7 Governmental Authority,, Any federal, state, county, municipal or other governmental department, entity, authority, commission, board, bureau, court, agency or any instrumentality of any of them which has jurisdiction over the Property. 1.8 Governmental Requirement. Any law, enactment, statute, code, ordinance, rule, regulation, judgment, decree, writ, injunction, franchise, permit, certificate, license, authorization, agreement, or other direction or requirement of any Governmental Authority now existing or hereafter enacted, adopted, promulgated, entered, or issued applicable to the Property, or to any appurtenances, structure, use or facility, o.n or adjacent to, the Property. 1.9 Property. That certain real property located in the City of Boynton Beach, Palm Beach County, Florida, and more particularly described as parcel on Exhibit "A" attached hereto and made a part hereof, together with all improvements, property rights, easements, privileges and appurtenances thereto. 5938 1.10 Pm:chase3Er~. The price the Buyer shall pay the Seller for the Property as more fully set forth in Paragraph 3 below. 1.11 ~qeller. For purposes of this Agreement, the Seller of the Property. 1.12 Title Commitment. A title insurance commitment issued by or written on the Title Company, agreeing to issue the Title Policy to Buyer upon payment of the Purchase Price and recording of the Deed and execution and recording (if applicable) of other closing documents. 1.13 Title Company. The title insurance company, licensed and authorized to conduct business in the State of Florida as selected by Buyer. 1.14 Title Policy. An ALTA Form B Owner's Title Insurance Policy in the amount of the Purchase Price, insuring Buyer's title to the Property, subject only to the Permitted Exceptions. 2.0 Dent)sit and Ri2ht to Close. 2.1 For good and valuable consideration of the deposit set forth below paid by Buyer to Seller, Seller hereby grants to Buyer and Buyer hereby accepts from Seller the right to purchase and acquire the Property from Seller on the terms and conditions hereinafter set forth such that the payment of the Purchase Price shall be as set forth in Section 3.0. Buyer shall place a non- refundable deposit of l, ire Thousand Dollars ($_5,fl[}llX}l~) with Buyer's Agent who shall tender said amount to Seller on the date this Agreement is effective. This deposit and any deposit held pursuant to Section 2.3 shall be subtracted from the total purchase price.' 2.2 Buyer shall be obligated to give Seller notice within 30 days of the Effective Date, that Buyer has elected to close in accordance with this Agreement. Whereupon, Seller shall be obligated to provide to Buyer all prior title policies and surveys in its possession pertaining to the subject real property. N/A 2.3 Upon exercise of the right to close, Buyer shall place a second deposit of Dollars ($ 0_00 ) with Buyer's Agent. 2.4 If Buyer does not exercise this right to close within the period stated above in Paragraph 2.1, this right of the Buyer shall automatically and immediately terminate without notice and the parties shall automatically be released from further liability hereunder. In the event Buyer fails to exercise this right, Seller shall retain the deposit sum paid as stated in Section 2.1 as  the sole and exclusive remedy for failure of Buyer to close. 3.0 Pa~/aase.~aSr. e. The total Purchase Price for the Property to be purchased by the BOYNTON BEACH COMMUNITY REDEVELOPMENT AGENCY, from the Seller, is the sum Jof .~ .. t - u~ , ,,,,,,.,ac, d DOLLARS xc$~,;t309~ The purchase shall be cool'regent upon the following. 5939 2 3.1 Buyer's receipt of an appraisal for the Property reflecting that the property has a fair market value equal to or exceeding the purchase price unless purchase is otherwise approved by the CRA Board. 3.2 Approval of the Agreement and right to close by the Buyer, CRA Board, on or before September 15th ,2004. 3.3 The Buyer's obligation to close on the Property is contingent on Buyer cqumng the parcel for the sum total ~ ..................... 3.4 Buyer's obligation to consummate the transaction referenced herein is contingent on the Seller conveying the real property free and clear of all liens, leases, claims and interest of third parties. 4.0 Inspections. Buyer shall have until the "closing date", to make any inspections it deems necessary. (the "Inspection Period"). During the Inspection Period, Buyer may determine that the Property has adequate services available and that all Federal, State, County and local laws, rules and regulations have been and are currently being complied with relative to the Property. This Agreement is contingent upon Buyer, at its sole cost and expense, obtaining and accepting a satisfactory Phase I Environmental Audit and an asbestos survey which may include sampling of the property. Seller consents to all sampling that may be required to complete the asbestos survey. In the event that the Phase I Environmental Audit reveals the existence or the potential existence of contamination, hazardous conditions, hazardous waste or other adverse conditions as defined by apphcable Federal and State Statutes, Rules and Regulations, then Buyer shall have the right of obtaining a Phase II Audit of the property. In the event that any inspections and any review of documents conducted by the Buyer relative to the Property during the period prior to the Closing Date prove unsatisfactory in any fashion, the Buyer, at its sole discretion, shall be entitled to terminate this Agreement by providing written notice to Seller and receive an immediate refund of any deposits made pursuant to Paragraph 2.3 only or proceed to closing as set forth. 5.0 Evidence of Title. 5.1 Delivew of Title Commitment. Within twenty (20) days of the Buyer's BBCRA Board approval of the right to purchase, Buyer shall obtain a Title Commitment, at Buyer's cost, and shall deliver a copy of the Title Commitment to Seller's attorney within three (3) days of receipt of the title commitment. 5.2 Marketable Title. Seller shall convey marketable title to the Property, subject to the Permitted Exceptions. Marketable Title shall be determined according to the Title Standards adopted by authority of The Flor/da Bar and in accordance with law. Buyer shall have ten (10) days from the date of receiving the Title Commitment to examine same. If title is found defective, Buyer shall within ten (10) days of receiving the title commitment notify Seller in writing of any specific title defects. If Seller has not received written notice from Buyer of a title defect, Buyer shall waive any title objections, and accept the title in its existing condition. The Buyer's notice of the title defects shall include a statement of how the defects should be cured. If said defects render title unmarketable (other than encumbrances that would otherwise be paid at 5940 closing), Seller shall have fifteen (15) days from receipt of notice within which to remove said defects, providing that Seller shall not be obligated to spend more than $ 2:000.00 or initiate litigation in order to cure or correct any noticed title defect; and if Seller is unsuccessful in removing such defects within said time, Buyer shall have the option of either accepting the title in its existing condition without a reduction of the Purchase Price, or of terminating this Agreement by sending written notice of termination to Seller within ten (10) days after being notified by Seller that Seller was unsuccessful in removing such defect(s). Upon the termination of this Agreement, neither Buyer nor Seller shall have any further rights or obligations hereunder except as provided in this Agreement. Seller agrees that if title is found to be unmarketable, Seller will use diligent efforts to correct all defects in title, within the time provided therefore, and subject to the limitations stated above. 6.0 Survey. Prior to the Closing Date, Buyer may obtain at its expense a survey (the "Survey") of the Property showing all improvements thereon prepared by a land surveyor or engineer registered and licensed in the State of Florida. The Survey shall show the legal description of the Property to be the same as Exhibit "A" attached hereto. The Buyer may require any reasonable revision to the legal description so long as any such revision does not result in Seller being required to convey any lands or rights other than those described to be within the Property described on Exhibit "A" attached hereto. Any objections must be delivered to Seller's attorney no later than the twenty (20) days prior to Closing Date. 7.0 Seller's Representation. Seller hereby represents and warrants to Buyer as of the Effective Date and as of the Closing Date as follows: 7.1 Seller's Authori~. Seller has legal right and 'ability to sell the Property pursuant to this Agreement. The execution and delivery of this Agreement by Seller and the consummation by Seller of the transaction contemplated by this Agreement is within Seller's capacity and all requisite action has been taken to make this Agreement valid and binding on Seller in accordance with its terms. 7.2 ]Sa~Legai~ar. The execution by Seller of this Agreement and the consummation by Seller of the transaction hereby contemplated does not, and on the Closing Date will not, result in a breach of, or default under, any indenture, agreement, lease, instrument, pending guardianship, obligation or the agreement of limited partnership, limited partnership certificate or related instruments affecting the Seller, to which Seller is a party and which affects all or any portion of the Property, or to Seller's knowledge, constitutes a violation of any Governmental Requirement. 7.3 No Default. Seller is not in default under any indenture, mortgage, deed of trust, loan agreement, lease or other agreement to which Seller is a party and which affects any portion of the Property. 7.4 Title, Seller is the owner of marketable title to the Property, free and clear of all liens, encumbrances and restrictions of any kind, except the Permitted Exceptions and encumbrances of records which will be paid at Closing. 4 7.5 I2Iigafirm. There are no actions, suits, proceedings or investigations pending or, to the knowledge of Seller, threatened against Seller or the Property affecting any .,.portion of the Property. 7.6 Part/es in Possess/an. There are no parties other than Seller in po_ression~ of .,~ a I ~my portion of the Property as a lessee with the exception of Pa~-.-.~la & Tev;n Will;an~-/ , tenant x,,, ~ //at sufferance, or trespasser, hereinabove set forth in connection with the current use of the Property. ~ Seller may allow use by others during term of this Agreement, but Property shall be vacant at time of closing. Seller shall be obligated to insure that any lease presently in effect, as of the date of this Agreement shall be terminated by providing lawful notice to the tenants and obtaining the possession of the property. 7.7 l:lnyer's Remedies for Seller's Misrepresentations. In the event that Buyer becomes aware prior to Closing that any of Seller's Warranties or representations set forth in this Agreement are not true any time prior to Closing, and in the event Seller is unable to render any such representation or warranty true and correct as of the Closing Date, Buyer may either: (a) terminate this Agreement by written notice thereof to Seller, in which event the parties will be relieved of all further obligations hereunder; or (b) elect to close under this Agreement notwithstanding the failure of such representation and warranty, in which event the Closing shall be deemed a waiver by Buyer of the failure of such representation and warranty. 8.0 Buyer's Representaticms. The Buyer hereby represents and warrants to the Seller as of the Closing Date that Buyer has full and complete authority subject to laws applicable to Buyer, to purchase the Property and to comply with the terms of this Agreement, and the execution and delivery of this Agreement by Buyer and the consummation by Buyer of the transaction hereby contemplated are within Buyer's capacity and all requisite action has 'been taken to make this Agreement valid and binding on Buyer in accordance with its terms. 9.0 Conditions Precedent to Closing. Each of the following events or occurrences (the "Conditions Precedent") shall be a Condition Precedent to Buyer's obligation to close this transaction. If the Conditions Precedent have not been satisfied on or before the Closing Date, Seller shall have ten (10) days within which to satisfy the unsatisfactory condition and should Seller not have done so within said 1 O-day period, Buyer shall have the right to either (a) terminate this Agreement by giving notice thereof to Seller, whereupon Buyer and Seller shall be relieved of all further obligations under this Agreement; or (b) waive the condition and close. 9.1 Representations. The material representations and warranties made by Seller in this Agreement shall be true and correct on the Closing Date subject to the 10-day extension provided in Paragraph 9 above. 9.2 Seller's Ohli?tions. Seller shall have performed all covenants, agreements, and obhgations and complied with all conditions required by this Agreement to be performed or complied with by Seller prior to the Closing Date. 5 9.3 The Property shall be fi:ee and clear of any persons, tenants, personal property of any kind or related appurtenances on the Closing Date. In the event Seller is unable to satisfy this representation, the Buyer shall have the option to extend the closing for thirty (30) days to insure that the Property is vacant. 9.4 Seller shall make available (at Seller's office or Seller's attorney's office) to Buyer no later than twenty (20) days following the Effective Date of this Agreement, copies of all documents which Seller may have in its possession pertaining to the Property including, but not limited to, building plans, architectural plans, building permits, impact fee assessments, notices of special assessments, notices of sewer fees and water fees, unrecorded restrictive covenants, variance applications/approvals, special exception application/approvals, engineering plans, unrecorded developer agreements, environmental reports, surveys and prior title insurance policies, title commitments, and title exceptions pertaining thereto. 9.5 Seller has no actual knowledge nor has it received any written notice that there has been any discharge of hazardous material at the Property. As used herein, the term "Hazardous Material" shall mean any substance, water or material which has been determined by any state, federal or local government authority to be capable of posing a risk of injury to health, safety and property, including, but not limited to, all of those materials, wastes and substances designated as hazardous or toxic by the U. S. Environmental Protection Agency, the U. S. Department of Labor, the U.S. Department of Transportation, or any other state or local governmental agency now or hereafter authorized to regulate materials and substances in the environment (collectively "Governmental Authority(ies)"). Seller acknowledges that Buyer must rely on its Environmental reports and assessments as Seller is not aware of Property's environmental condition other than as stated above. 9.6 Seller shall continue to possess the property until closing and shall maintain the same in its present condition, reasonable wear from ordinary use excepted. Risk of loss from fire, casualty, or other liabilities not caused by the Buyer's gross negligence or intentional acts, shall be Seller's until closing. Seller shall maintain adequate 'insurance against loss, including extended coverage, during such period. If the property is damaged by fire or other casualty to closing, Buyer shall have the right to take the property "as is" together with insurance proceeds, if any, or receive a reduction in the purchase price of the property in an amount equal to the loss. The parties shall agree to the reduction, if any, but if the parties cannot agree upon the amount of loss, an independent appraiser/adjuster shall be selected whose determination shall be binding. The cost of the appraiser/adjuster shall be borne equally by the parties hereto. 10.0 Closing. The Closing shall occur at a mutually agreed time on or before thirty (60) days from the date this Agreement is approved by the CRA Board and shall take place at a mutually agreed upon location. 11.0 Seller's Clnsin~ Documents, At documents ("Seller's Closing Documents'" to Buyer: closing, Seller shall deliver the following 11.1 General Warranty, Deed. The Statutory General Warranty Deed shall be duly executed and acknowledged by Seller so as to convey to Buyer good and marketable fee simple title to the Property free and clear of all liens, encumbrances and other conditions of title, other than the Permitted Exceptions and exceptions not duly objected to by Buyer. 11.2 Mechanic's Lien Affidavit. A mechanic's lien affidavit in the customary form, attesting that (a) no individual, entity or Governmental Authority has any claim against the Property under the applicable mechanic's lien law, (b) no individual, entity or Governmental Authority is either in possession of the Property or has a promissory interest or claim in the Property (except Buyer), and (c) no improvements to the Property have been made for which payment has not been made. 11.3 Gan Affidavit. An affidavit in form and content reasonably satisfactory to the Title Company to facilitate the insuring of the "gap", i.e., the deleting as an exception to the Title Commitment any matters appearing between the effective date of the Title Commitment and the effective date of the Title Policy. 11.4 FIRPTA. A FIRPTA Non-Foreign Entity Transferor Certificate or Exemption Certificate or document evidencing withholdings, in accordance with Section 1445 of the Internal Revenue Code. 11.5 D_~2_1_9_. A DR-219 Form as required for recording. 12.0 Fluyer's Closing Documents. At closing, Buyer Shall deliver the following documents (Buyer's Closing Documents) to Seller; 12.1 Appm_v_al. Written documentation of Buyer's authority to purchase the property. 13.0 Closing Procedure. The Closing shall proceed in the following manner: 13.1 Transfer of Funds. Buyer shall pay the Purchase Price to the Seller by transfer of funds to the account designated by Seller. 13.2 Delivery, of Documents, Seller shall deliver Seller's Closing Documents to the Buyer. 14.0 Closing Costs: and Taxes: Prorations, 14.1 Ad Valorem Taxes. Seller shall comply with Section 196.295, Florida Statutes, with respect to the payment of prorated ad valorem taxes for the year of closing into escrow with the Palm Beach County Revenue Collector. 7 14.2 the time of Closing: ~the hme of ilo:h~.~: Seller's Closing Costs. Seller shall pay for the following items prior to or at Cost of providing marketable title as provided herein; UkJ~bkl.£1~,lll~l&.y bL~.IIII. JD UII LllV~ YY ~l&lOllk~t Fluver's Closing Costs. Buyer shall pay for the following items prior to or at Recording of Deeds; title insurance premium; survey costs, appraisal costs, Phase I, Phase II (if applicable), Environmental Assessment Report costs and related expenses. 15.0 Possession. Buyer shall be granted full possession of the Property at Closing. 16.0 ~. In the event of the institution of any proceedings by any Governmental Authority which shall relate to the proposed taking of any portion of the Property by eminent domain prior to Closing, or in the event of the taking of any portion of the Property by eminent domain prior to Closing, Seller shall promptly notify Buyer and Buyer shall thereafter within fifteen (15) days after receipt by Buyer of the notice fi:om Seller either (1) terminate this Agreement, whereupon Seller and Buyer shall be released of all further responsibility and obligations hereunder; or (2) proceed to close this transaction. Seller hereby agrees to fttrnish Buyer with written notice of a proposed condemnation within five (5) business days after Seller's receipt of notification. Should Buyer terminate this Agreement, the parties hereto shall be released fi:om their respective obligations and liabilities hereunder. Should Buyer elect not to terminate, the parties hereto shall proceed to Closing and Seller shall assign all of its right, title and interest in all awards in connection with such taking to Buyer. 17.0 Notice. Notices shall be in writing delivered by hand, or by certified mail, return receipt requested, or overnight delivery by nationally recognized service, to the addressee at the address set forth herein, or by facsimile transfer, and shall be deemed to have been delivered on the date of receipt of such notice, if hand-delivered, or, if mailed, on the date the receipt for which the certified mail is signed or refused, by the addressee or its authorized agent or employee, or if by facsimile transfer, by confirmation of transmission. Either party may change the address for notice to that party by delivering written notice of such change in the manner provided above, such change to be effective not sooner than ten (10) days after the date of notice of change. If either party relies upon a hand delivery as described herein, then the party using this medium shall maintain an appropriate receipt of delivery, in the normal course of business. AGENT FOR BUYER: THE URBAN GROUP, INC. c/o Howard Stei_4.holz, Esquire 1424 S. Andrews Avenue, Suite 200 Fort Lauderdale, FL 33316 As authorized agent for the BBCRA 8 SELLER: Denise Scott 905 N. Seacrest Boulevard Boynton Beach, FL 33435 18.0 Default If the Buyer shall fail or refuse to consummate the transaction in accordance with the terms and provisions of this agreement, all deposits and interest shall be forfeited to Seller as agreed upon liquidated damages. In the event of such default by Buyer, Seller's sole and entire remedy shall be restricted to retention of the deposit plus alt accrued interest, if any, and Buyer shall have no other responsibility or liability of any kind to Seller by virtue of such default. In the event of a default by Seller, the Buyer shall have all remedies available to it which shall include the return of the earnest money and accrued interest as liquidated damages and/or equitable relief such as specific performance. The Buyer should be entitled to equitable relief to enforce the terms and conditions of this agreement either through a decree for specific performance or injunctive relief. 19.0 Miscellar~:ms. 19.1 ~. This Agreement may be executed in any number of counterparts, any one and all of which shall constitute the contract of the parties. The paragraph headings herein contained are for the purposes of identification only and shall not be considered in construing this Agreement. 19.2 Amendment. No modification or amendment of this Agreement shall be of any force or effect unless in writing executed by both Seller and Buyer. 19.3 Attorneys' Fees. If any party obtains a judgment against any other party by reason of breach of this Agreement, attorneys' fees and costs shall be included in such judgment. 19.4 Governing l.aw and Venue. This Agreement shall be interpreted in accordance with the laws of the State of Florida, both substantive and remedial and venue shall be in Palm Beach County, Florida. 19.5 Entire Agreement. This Agreement set forth the entire agreement between Seller and Buyer relating to the Property and all subject matter herein and supersedes all prior and contemporaneous negotiations, understandings and agreements, written or oral, between the parties. 19.6 Computation of Dates..If any date computed in the manner herein set forth fails on a legal holiday or non-business day or non-banking day, then such date shall be extended to the fn:st business day following said legal holiday or non-business day or non-banking day. 9 19.7 No Recording. This Agreement or any notice or memorandum hereof may not be recorded in the public records of any county in the State of Florida. 19.8 No Brokers. Seller and Buyer each represent to the other that it has not dealt with any commissioned broker, salesperson or agent in connection with the execution and delivery of this Agreement, and the other party shall not be required to pay any commission whatsoever with respect to this Agreement resulting from the actions of the party making such representations. Seller and Buyer in accordance with the limitations of the Florida Statutes and law, each indemnify and hold each other harmless from and against any and all losses, costs, damages, liabihfies and expenses (including without limitation, reasonable attorneys' and paralegal fees) resulting from a breach by the indemnifying party of the foregoing representation. 19.9 Acceptance of Deed. The acceptance of the Deed by Buyer shall be deemed full performance and discharge of every agreement and obligation on the part of Seller to be performed pursuant to this Agreement, except those which are specifically stated to survive delivery of the Deeds and closing. 19.10 Imm:p. mlatkm. Should any term or provision of this Agreement be subject to judicial interpretation, it is agreed by Seller and Buyer that the court interpreting or construing the same shall not apply a presumption that the term or provision shall be more strictly construed against the party who itself or through its agents and attorneys of each party have participated in the preparation of the terms and provisions of this Agreement and that all terms and provisions have been negotiated. 19.11 Capticms; Heading.q: Etc_ Captions, headings, section and subsection numbers in this Agreement are for convenience and reference only, and shall have no effect upon the meaning of any of the terms or provision herein. 19.12 Waiver. Failure of either party to insist upon compliance with any term or provision hereof shall not constitute a waiver thereof, and no waiver of any term or provision of this Agreement shall be effective unless it is in writing and signed by the party against whom it is asserted. Any waiver of any term or provision of this Agreement shall only be applicable to the specific term or provision and instance to which it is related, and shall not be deemed to be a continuing or future waiver as to such term or provision or as to any other term or provision. 19.13 No Third Party Beneficiary. The terms and provisions of this Agreement are for the exclusive benefit of Seller and Buyer, and not for the benefit of any third party, and this Agreement shall not be deemed to have conferred any rights, express or implied, upon any third party. 19.14 RADON GAS: Radon is a naturally occurring radioactive gas that, when it has accumulated in a building in sufficient quantities, may present health risks to persons who are exposed to it over time. Levels of radon that exceed federal and state guidelines have been found in buildings in Florida. Additional information regarding radon and radon testing may be obtained from your county health unit. 10 IN WITNESS WHEREOF, the parties have executed this Agreement as of the date indicated below. WITNESSES: (Print Name) (Print Name) BUYER: THE URBAN GROUP, INC. as agent for BBCRA Barbara Matlack Date Executed: WITNESSES: (Print Name) SELLER: Denise Scott (Print Name) Date Executed: H:\i 998\980465\AGM'D]?urchaseAndSaleRealProp.doc 11 WITNESSES: BUYER: (Print Name) APPROVED BY CRA BOARD By: Chair, Jeanne Havlin (Print Name) Date Executed: 12 EXHIBIT "A" I,EGAI, DESCRIPTION Boynton Hills, Lot 146, Block D, according to the plat thereof, as recorded in the Official Record Book, 14799, at page 1121 of the Public Records of Palm Beach County, Flor/da, Situate, lying and being in Palm Beach County, Florida. Folio: 08-43-45-21-07-004-1460 13 August24,2004 Mr. Douglas Hutchinson Director, Boynton Beach Community Redevelopment Agency 639 East Ocean Avenue, Suite 107 Boynton Beach, Florida 33435 RE: Signed Purchase Agreement/Parcel 102/Hazel White Boynton Beach CRA/The Urban Group, Inc. Dear Mr. Hutchinson: Attached please find the following documents for the above referenced parcel: Negotiation Summary & Recommendation for Settlement Copy of Notice to Owner Establishment of Just Compensation Offer of Just Compensation Summary Statement of Offer of Just compensation No Brokerage Relationship Disclosure Two original signed Agreement for Purchase and Sale of Real Property Title Report Review Appraiser's Statement Property Appraisal Please don't hesitate to contact me if you have any questions or concerns. I can be reached at 888-522-6226, extension 122. Our staff looks forward to working with you and your staff, and continuing to provide real estate consulting services to the CRA. Sincerely, THE URBAN GROUP, INC. Virginia Mammone Real Estate Specialist W/Attachments CC; Howard Steinholz, The Urban Group, Inc. Barry Lazarus, The Urban Group, Inc. 5951 The Urban Group, Inc. · 1424 South Andre~vs Avenue · Suite 200 · Fort Lauderdale, Florida 33316 TELEPHONE 954-522-6226 · FAX 954-522-6422 NEGOTIATION SUMMARY & RECOMMENDATTON FOR SETTLEMENT Seller: Site Address: Legal Description: Parcel Tdentification Number: Hazel White Seacrest Boulevard Boynton Beach, Florida 33435 Parcel # 102 The south 50 feet of Lot l0 Less road R/W MEEKS ADD TO BOYNTON BEACH (9-54) as recorded in the public records of Palm Beach County, Florida. 08-43-45-21-24-000-0103 Property Assessment Value: Appraised Fair Market Value: Date of Value: $7,000.00 $6,000.00 3uly 14, 2004 Seller's Position: The Urban Group has negotiated a contract to purchase the subject parcel for $7,000.00. Ms. White was seeking $8,000.00; however, agreed to accept the assessed value of the property of $7,000.00. Buyer's Position: The Boynton Beach CRA (CRA) hired D. Craig Keneipp, an independent State Certified General Real Estate Appraiser, to appraise the subject property. Based on a date of value of_July 14, 2004, rvlr. Keneipp determined the fair market value of this property to be $6,O0O.00. This contract is contingent on the CRA approving the contract amount and a closing before October 1, 2004. The language found in the CRA Standard Contract allows the Buyer to complete due diligence including an environmental assessment. Tn the event of any adverse findings, the Buyer has the right to withdraw from the contract without penalty. This clause gives the buyer the right to cancel the contract by delivering written notice to the seller no later than 5:00 p.m. on the second business day after the investigation period has lapsed. Comments/Recommendations: Although, the contract purchase price is 16.67% over the appraised value, the contract was signed at the assessed value. Comparable sales of similar properties indicated a range of $7,000.00 to $:[0.000.00 per lot. ]~n the eveflt the City does not purchase this property, it is likely this property will be sold to a private investor. The Urban Group recommends accepting this offer. The Urban Group, Inc. · 1424 South Andrews Avenue · Suite 200 · Fort Lauderdale, Florida 33316 TELEPHONE 954-522-6226 · FAX 954-522-6422 · www.theurbangroup.com Negotiation Summary & Recommendation for Settlement Hazel White, Seacrest Boulevard, Boynton Beach, Florida August 24, 2004 Page 2 Respectfully Submitted: / Virginia Mammone Realty Specialist Barry Lazarus Project Manager Date Boynton Beach CRA Director's Concurrence: Doug Hutchinson Date BBCRA Director Boynton Beach CRA Board Approval: Jean Heavilin Chair, BBCRA Board Attachments: Date Appraisal Review Appraisal (2) Original Contracts Copies of Notices provided at initiation of Negotiations cc: Howard Steinholz, Barry Lazarus, File The Urban Groupl inc. 5953 NOTICE TO OWNER August 4, 2004 Hazel White 139 NW 13 Avenue Boynton Beach, Florida 33425 PROJECT NAME: PARCEL NO.: HEART OF BOYNTON 102 RE: Vacant Residential Land (located West side of Seacrest Boulevard between NW 10 and 11 Street,' Boynton 'Beach, Florida 33435). Dear Property Owner and Other Interested Parties: The purpose of this letter is to inform you that the Boynton Beach Community Redevelopment Agency, herein known as the Agency, is interested .in acquiring your Vacant Residential Land property located on the West side of Seacrest Boulevard between NW 10 and 11 Street, Boynton Beach, Florida 33435. The Agency has identified the area in which your property is located as a "project" area in which the following improvements may be carried out: Heart of Boynton Community Redevelopment Plan Because Federal financial assistance is involved, you are protected by the Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970 (UP, A), as amended. For your information and review, I have enclosed a copy of a brochure entitled, "When a Public Agency Acquires Your Property." The Agency wishes to disclose to you the following: The acquisition would be considered an involuntary acquisition due to the fact that the Agency has the power of eminent domain and can acquire your property .by condemnation. In most cases, an appraisal and .review appraisal are required to established what is just compensation (fair market value) of a property. You, or someone you designate to represent you, will be offered the opportunity to accompany the appraiser during the inspections of your property. 5954 BOYNTON BEACH COMMUNITY REDEVELOPMENT AGENCY NOTICE TO OWNER 3une 6~ 2004 Page 2 of 2 ]:f your property is tenant-occupied, each tenant should be encouraged to not move. Each lawful tenant determined to be eligible as a displaced person will be assisted if the property is acquired. A representative of our Agency will contact each tenant to determine their eligibility for assistance under the URA. The Agency wishes to caution you that any tenant who moves into the property identified herein for possible acquisition after the initiation of negotiations, may not be entitled to displaced person assistance from the Agency. Zn the event you wish to provide housing to a tenant after this date, and you personally wish to pay for such assistance, please contact the Agency before you allow the tenant to occupy or lease the unit since UPA assistance for a displaced person can be quite expensive. Tf you wish to lease a vacant unit to a new tenant, but not be responsible for displacement assistance, be certain to have the attached Hove-in Notice executed by the tenant prior to the tenant leasing and occupying your unit. NOTE: If the Agency determines that a person occupies a property, or is allowed to occupy a property, for the purpose of obtaining relocation assistance, the tenant will not be entitled to assistance as a displaced person. If you wish to discuss the Agency's interest in acquiring your property, the contents of the brochure or this letter, or the acquisition process that is required; please contact Virginia Mammone, Realty Specialist, at (9[;4) $22-6226, ext. :1.22 or our toll free number (888) .522- 6226, ext. 122. Any correspondence or documents you wish to submit to the Agency should be mailed to: The Urban Group, Inc. 1424 South Andrews Avenue, Suite 200 Fort Lauderdale, Florida 33316 Attention: Virginia Mammone This letter, and all future correspondence you receive from the Agency, are important and should be kept in a place of safekeeping. Sincerely, THE URBAN GROUP, INC, Agents for Boynton Beach CPA Virginia Mammone Realty Specialist Enclosure ESTABLISHMENT OF .]UST COMPENSAT1'ON PROPER TY I OCA TED A T west side of Seacrest Boulevard mid-way between NW 10th St. and NW 11th St. Boynl:on Beach, FL 33435 An appraisal prepared and submitted by D. Craig Keneipp, indicates the fair market value for the property identified above to be $6,000. A review of this appraisal has been made by Mendel R. Westberry, MA[, the review appraiser, who has approved the fair market value established by the appraisal. Based on a review of the appraisal documents, and the review appraiser's approval of the appraisal documents and the estimate of fair market value established by the appraisal, I, Mendel R. Westberry, M.A.I., on behalf of the Boynton Beach Community Redevelopment Agency, hereby established the just compensation for the property identified above to be $6,000. The Agency believes this amount to be the fair market value for the identified interest, and for the improvements (if any) identified. This just compensation amount does not include any,.. consideration of decrease or increase in value attributable to the project for which it is being acquired. Relocation payments, if applicable, compensation. Delivered By are not a part of this establishment of just Date ledged By Date 5956 BoYNToN BEACH COMMUNITY REDEVELOPMENT AGENCY August 4, 2004 OFFER OF 3UST COMPENSATION Hazel White 139 NW 13th Ave. Boynton Beach, FL 33435-3061 Dear Ms. White: The purpose of this letter is to make you an offer of just compensation for.your property located at west side of Seacrest Boulevard, between NWl0 and NW 11 Street, Boynton Beach, FL__=. Mr. Mendel R. WestberW, M.A.]:., on behalf of the Boynton Beach Community Redevelopment Agency, has established the amount of just compensation for your property at $ 6,000. This amount is based on the fair market value established by an appraisal and approved by a review appraiser. The Boynton Beach Community Redevelopment Agency proposes to purchase your property for the established fair market value stated above. Attached you will find a Summaw Statement of Basis for the Determination of .lust Compensation. If you have any questions about this matter, please do not hesitate to call me at (954) 522- 6226, ext. 122, or our toll free number (888) 522-6226, ext. 122. ]: look forward to hearing from you soon. Since~/l¥,. ./___~ ..~. THE URBAN GROUP¢ INC. Agents for Boynton Beach CRA : Virginia Mammone Accompanying Attachments Realty Specialist' · Establishment of Just Compensation · Summary Statement of Offer of 3ust Compensation · Real Estate Agency Disclosure ~957 BOYNTON BEACH COMMUNITY REDEVELOPMENT AGENCY SUMMARY STATEMENT OF OFFER OF 3UST COMPENSAT]:ON Ms. Hazel White 139 NW 13m Avenue Boynton Beach, FL 33435-306t PROJECT NAME: HEART OF BOYNTON PARCEL NO.: 102 Dear Ms. White: As you are aware, the Boynton Beach Community Redevelopment Agency (CRA) is in the process of acquiring private property for the above referenced project. A determination has been made that either a part or all of your property will be needed. A search of the Public Records of Palm Beach County has been made and it was determined that property, as described in the legal description attached in "Exhibit A" is owned by you. The interest being acquired in your property is a Fee Simple ]:n addition, the following list will identify the buildings, structures, fixtures, and other which are considered to be part of the real property acquired, if any: N/A The CRA does not normally acquire personal property such as furniture and furnishings, clothing, and other similar items of personal effects or small unattached appliances in conjunction with redevelopment projects. However, if circumstances are such that this becomes necessary, the following list will identify those items of personal property being acquired. N/A You are further advised that the Agency's offer of just compensation for the property required-for the Heart of Boynton project is based on the Fair Market Value of the property and that the CRA's offer to you is not less than the approved appraised value of the property. The following represents a summary of the Boynton Beach CRA's offer to you and the basis therefore: ! Delivered By~ Receipt Ackr~wledged By Land $ 6,000.00 Real Estate Damages $ N/A Total $ 6,000.00 This statement of offer is not a contract if you agree to accept this offer, you will be required to sign a contract to sell. Any additional information you may require can be obtained through the CRA's Representative that contacted you. ]:f the representative is not readily available, please contact: The Urban Group, ]:nc., 1424 South Andrews Avenue, Suite 200, Fort Lauderdale, FL 33316 {888) 522-6226, ext. 116 or Sincerely, THE URBAN GROUP, ]:NC. Agents for Boynton Beach CRA Virginia Mammone Realty Specialist Date Date BOYNTON BEACH COMMUN]:TY REDEVELOPMENT AGENCY NO BROKERAGE RELATI'ONSH1'P D~'SCLOSURE FLOi~DA LAW REQU'rRES THAT REAL ESTATE LI'CENSEES PROVZDE TH1'S NOTTCE TO POTENTZAL SELLERS AND BUYERS OF REAL ESTATE. You should not assume that any real estate broker or salesperson represents you unless you agree to engage a real estate licensee in an authorized brokerage relationship, either as a single agent or as a transaction broker. You are advised not to disclose any information you want to be held in confidence until you decide on representation. NO BROKERAGE RELATIONSHIIP NOTfCE FLORI'DA LAW REQUI'RES THAT REAL ESTATE LTCENSEES WHO HAVE NO BROKERAGE RELAT1'ONSH1'P WI'TH A POTENTI'AL SELLER OR BUYER DISCLOSE THE'fA DUTTES TO SELLERS AND BUYERS. As a real estate licensee who has no brokerage relationship with you, THE URBAN GROUP, TNC, and its associates owe to you the following duties: 1. Dealing honestly and fairly; 2. Disclosing all known facts that materially affect the value of residential real property which are not readily observable to the buyer. 3. Accounting for all funds entrusted to the licensee. Date Signature 5959 The Urban Gr6up, Inc. · 1424 South Andrews Avenue · Suite 200 · Fort Lauderdale, Florida 33316 TELEPHONE 954-522-6226 · FAX 954-522-6422 · www.theurbangroup.com BOYNTON BEACH COMMUniTY REDEVELOPMENT AGENCY A~REEMENT FOR PI~RCHASE AND ~AI,E OF REAl, PROPERTY This Agreement for Purchase and Sale of Real Property (hereinafter the "Agreement"), is made and entered into as of the 'Z.;g day of t,~c~c~co5 r , 2004, by and between BOYNTON BEACH COMMUNITY REDEVELOPMENT AGENCY (hereinafter referred to as "Buyer") and l-l~el White (hereinafter referred as "Seller"). In consideration of the mutual agreements set forth below, the parties agree as follows: 1.0 Definitions. The following terms when used in this Agreement shall have the following meanings: 1.1 Bay_er. BOYNTON BEACH COMMUNITY REDEVELOPMENT AGENCY, a public body corporate and public, created pursuant to Chapter 163 of the Florida Statutes. 1.2 ~. THE URBAN GROUP, INC., a Florida Corporation authorized to negotiate this Agreement and make deposits on behalf of the Buyer 1.3 Closing. The delivery of the Deeds to Buyer concurrently with the delivery of the Purchase Price to Seller. 1.4 Clo.qing D~te, The date of the Closing as determined in accordance with Paragraph 10 below. 1.5 Deed. One (1) Statutory General Warranty Deed which shall convey the Property fi.om Seller to Buyer. 1.6 Effective Dam. The date that this Agreement is executed by the last party to sign it, party for purposes of this section only are Seller and Buyer's Agent. 1.7 Governmental Authority. Any federal, state, county, municipal or other governmental department, entity, authority, commission, board, bureau, court, agency or any instrumentality of any of them which has jurisdiction over the Property. 1.8 Governmental Reaj~irement. Any law, enactment, statute, code, ordinance, rule, regulation, judgment, decree, writ, injunction, fi.anchise, permit, certificate, license, authorization, agreement, or other direction or requirement of any Governmental Authority now existing or hereafter enacted, adopted, promulgated, entered, or issued apphcable to the Property, or to any appurtenances, structure, use or facility, o.~ or adjacent to, the Property. 1.9 Property. That certain real property located in the City of Boynton Beach, Palm Beach County, Florida, and more particularly described as parcel on Exhibit "A" attached hereto and made a part hereof, together with all improvements, property rights, easements, privileges and appurtenances thereto. 59~0 1.10 purchase Price. The price the Buyer shall pay the Seller for the Property as more fully set forth in Paragraph 3 below. 1.11 Seller. For purposes of this Agreement, the Seller of the Property. 1.12 Title Commitment, A title insurance commitment issued by or written on the Title Company, agreeing to issue the Title Policy to Buyer upon payment of the Purchase Price and recording of the Deed and execution and recording (if applicable) of other closing documents. 1.13 T_LtleJ2amtm~. The title insurance company, licensed and authorized to conduct business in the State of Florida as selected by Buyer. 1.14 Title Policy. An ALTA Form B Owner's Title Insurance Policy in the amount of the Purchase Price, insuring Buyer's title to the Property, subject only to the Permitted Exceptions. 2.0 Depa~qit and Right to Cla.qe. 2.1 For good and valuable consideration of the deposit set forth below paid by Buyer to Seller, Seller hereby grants to Buyer and Buyer hereby accepts fi:om Seller the right to purchase and acquire the Property from Seller on the terms and conditions hereinafter set forth such that the payment of the Purchase Price shall be as set forth in Section 3.0. Buyer shall place a non- refundable deposit of Ten Dollars ($ 10.00 ) with Buyer's Agent who shall tender said amount to Seller on the date this Agreement is effective. This deposit and any deposit held pursuant to Section 2.3 shall be subtracted from the total purchase price. 2.2 Buyer shall be obligated to give Seller notice within 45 days of the Effective Date, that Buyer has elected to close in accordance with this Agreement. Whereupon, Seller shall be obligated to provide to Buyer all prior title policies and surveys in its possession pertaining to the subject real property. NIA 2.3 Upon exercise of the right to close, Buyer shall place a second deposit of Dollars ($ 0_00 ) with Buyer's Agent. 2.4 If Buyer does not exercise this right to close within the period stated above in Paragraph 2.1, this right of the Buyer shall automatically and immediately terminate without notice and the parties shall automatically be released fi:om further liability hereunder. In the event Buyer fails to exercise this right, Seller shall retain the deposit sum paid as stated in Section 2.1 as the sole and exclusive remedy for failure of Buyer to close. 3.0 Purcha~qe Price. The total Purchase Price for the Property to be purchased by the BOYNTON BEACH COMMUNITY REDEVELOPMENT AGENCY, from the Seller, is the sum ~0pf~e-'Y-~-~Thnu.q~nct DOLLARS ($~00,0.Q0). The purchase shall be contingent ~' ~,Jap~br~ the'following, r-/, t-.c, go. 3.1 Buyer's receipt of an appraisal for the Property reflecting that the property has a fair market value equal to or exceeding the purchase price unless purchase is otherwise approved by the CRA Board. or before 3.2 Approval of the Agreement and right to close by the Buyer, CRA Board, on ~cmber 1 ,2004. 3.3 The Buyer's obligation to close on the Property is contingent on Buyer acquiring the parcel for the sum total of _-il~Thmmand ($~,q00.00). 3.4 Buyer's obligation'~off/consummate the transaction referenced herein is contingent on the Seller conveying the real property free and clear of all liens, leases, claims and interest of tb2rd parties. 4.0 ln.qpecticm.q. Buyer shall have until the "closing date", to make any inspections it deems necessary. (the "Inspection Period"). During the Inspection Period, Buyer may determine that the Property has adequate services available and that all Federal, State, County and local laws, rules and regulations have been and are currently being complied with relative to the Property. This Agreement is contingent upon Buyer, at its sole cost and expense, obtaining and accepting a satisfactory Phase I Environmental Audit and an asbestos survey which may include sampling of the property. Seller consents to all sampling that may be required to complete the asbestos survey. In the event that the Phase I Environmental Audit reveals the existence or the potential existence of contamination, hazardous conditions, hazardous waste or other adverse conditions as defined by applicable Federal and State Statutes, Rules and Regulations, then Buyer shall have the right of obtaining a Phase II Audit of the property. In the event that any insPections and any review of documents conducted by the Buyer relative to the Property during the period prior to the Closing Date prove unsatisfactory in any fashion, the Buyer, at its sole discretion, shall be entitled to terminate this Agreement by providing written notice to Seller and receive an immediate refund of any deposits made pursuant to Paragraph 2.3 only or proceed to closing as set forth. 5.0 Evidence of Title. 5.1 Delivery, of Title Commitment_ Within twenty (20) days of the Buyer's BBCRA Board approval of the right to purchase, Buyer shall obtain a Title Commitment, at Buyer's cost, and shall deliver a copy of the Title Commitment to Seller's attorney within three (3) days of receipt of the title commitment. 5.2 Market,hie Title. Seller shall convey marketable title to the Property, subject to the Perrrfitted Exceptions. Marketable Title shall be determined according to the Title Standards adopted by authority of The Florida Bar and in accordance with law. Buyer shall have ten (10) days from the date of receiving the Title Commitment to examine same. Ii'title is found defective, Buyer shall within ten (10) days ofredeiving the title commitment notify Seller in writing of any specific title defects. If Seller has not received written notice from Buyer of a title defect, Buyer shall waive any title objections, and accept the title in its existing condition. The Buyer's notice of the title defects shall include a statement of how the defects should be cured. If said defects render title unmarketable (other than encumbrances that would otherwise be paid at 5962 closing), Seller shall have fifteen (15) days fi:om receipt of notice within which to remove said defects, providing that Seller shall not be obligated to spend more than $ 10~000.00 or initiate htigation in order to cure or correct any noticed title defect; and if Seller is unsuccessful in removing such defects within said time, Buyer shall have the option of either accepting the title in its existing condition without a reduction of the Purchase Price, or of terminating this Agreement by sending written notice of termination to Seller within ten (10) days after being notified by Seller that Seller was unsuccessful in removing such defect(s). Upon the termination of this Agreement, neither Buyer nor Seller shall have any further rights or obligations hereunder except as provided in this Agreement. Seller agrees that if title is found to be unmarketable, Seller will use dihgent efforts to correct all defects in title, within the time provided therefore, and subject to the limitations stated above. 6.0 Sum~. Prior to the Closing Date, Buyer may obtain at its expense a survey (the "Survey") of the Property showing all improvements thereon prepared by a land surveyor or engineer registered and licensed in the State of Florida. The Survey shall show the legal description of the Property to be the same as Exhibit "A" attached hereto. The Buyer may require any reasonable revision to the legal description so long as any such revision does not result in Seller being required to convey any lands or rights other than those described to be within the Property described on Exhibit "A" attached hereto. Any objections must be delivered to Seller's attorney no later than the twenty (20) days prior to Closing Date. 7.0 Seller',q Repre.qent~tion. Seller hereby represents and warrants to Buyer as of the Effective Date and as of the Closing Date as follows: 7.1 Seller'.q Anthcwi~, Seller has legal right and ability to sell the Property pursuant to this Agreement. The execution and delivery of this Agreement by Seller and the consummation by Seller of the transaction contemplated by this Agreement is within Seller's capacity and all requisite action has been taken to make this Agreement valid and binding on Seller in accordance with its terms. 7.2 ~. The execution by Seller of this Agreement and the consummation by Seller of the transaction hereby contemplated does not, and on the Closing Date will not, result in a breach of, or default under, any indenture, agreement, lease, instrument, pending guardianship, obligation or the agreement of limited partnership, limited partnership certificate or related instruments affecting the Seller, to which Seller is a party and which affects all or any portion of the Property, or to Sellerfs knowledge, constitutes a violation of any Governmental Requirement. 7.3 No Default, Seller is not in default under any indenture, mortgage, deed of trust, loan agreement, lease or other agreement to which Seller is a party and which affects any portion of the Property. 7.4 Title. Seller is the owner of marketable title to the Property, free and clear of all liens, encumbrances and restrictions of any kind,-except the Permitted Exceptions and encumbrances of records which will be paid at Closing. 5963 4 7.5 T,itig~tion. There are no actions, suits, proceedings or investigations pending or, to the knowledge of Seller, threatened against Seller or the Property affecting any portion of the Property. 7.6 Parties in Posse,qsirm. There are no parties other than Seller in possession of any portion of the Property as a lessee ~vith the exception of N/A , tenant at sufferance, or trespasser, hereinabove set forth in connection with the current use of the Property. Seller may allow use by others during term of this Agreement, but Property shall be vacant at time of closing. Seller shall be obligated to insure that any lease presently in effect, as of the date of this Agreement shall be terminated by providing lawful notice to the tenants and obtaining the possession of the property. 7.7 Fluyer's Remedies fnr Seller's Mi~repre~qentations, In the event that Buyer becomes aware prior to Closing that any of Seller's warranties or representations set forth in this Agreement are not true any time prior to Closing, and in the event Seller is unable to render any such representation or warranty true and correct as of the Closing Date, Buyer may either: (a) terminate th/s Agreement by written notice thereof to Seller, in which event the parties will be reheved of all further obligations hereunder; or (b) elect to close under this Agreement notwithstanding the failure of such representation and warranty, in which event the Closing shall be deemed a waiver by Buyer of the failure of such representation and warranty. 8.0 Fluyer'.qRepresentafir)ns. The Buyer hereby represents and warrants to the Seller as of the Closing Date that Buyer has full and complete authority subject to laws applicable to Buyer, to purchase the Property and to comply with the terms ,of this Agreement, and the execution and delivery of this Agreement by Buyer and the consummation by Buyer of the transaction hereby contemplated are within Buyer's capacity and all requisite action has been taken to make this Agreement valid and binding on Buyer in accordance with its terms. 9.0 Conditions Precedent to Closing, Each of the following events or occurrences (the "Conditions Precedent") shall be a Condition Precedent to Buyer's obligation to close this transaction. If the Conditions Precedent have not been satisfied on or before the Closing Date, Seller shall have ten (10) days within which to satisfy the unsatisfactory condition and should Seller not have done so within said 10-day period, Buyer shall have the right to either (a) terminate this Agreement by giving notice thereof to Seller, whereupon Buyer and Seller shall be reheved of all further obligations under this Agreement; or (b) waive the condition and close. 9.1 Renresentatians. The material representations and warranties made by Seller in this Agreement shall be true and correct on the Closing Date subject to the 10-day extension provided in Paragraph 9 above. 9.2 Seller's Obligatians. Seller shall have performed all covenants, agreements, and obligations and complied with all conditiohs required by this Agreement to be performed or complied with by Seller prior to the Closing Date. 9.3 The Property shall be free and clear of any persons, tenants, personal property of any kind or related appurtenances on the Closing Date. In the event Seller is unable to satisfy this representation, the Buyer shall have the option to extend the closing for thirty (30) days to insUre that the Property is vacant. 9.4 Seller shall make available (at Seller's office or Seller's attorney's office) to Buyer no later than twenty (20) days following the Effective Date of this Agreement, copies of all documents which Seller may have in its possession pertaining to the Property including, but not limited to, building plans, architectural plans, building permits, impact fee assessments, notices of special assessments, notices of sewer fees and water fees, unrecorded restrictive covenants, variance applications/approvals, special exception application/approvals, engineering plans, unrecorded developer agreements, environmental reports, surveys and prior title insUrance pohcies, title commitments, and title exceptions pertaining thereto. 9.5 Seller has no actual knowledge nor has it received any written notice that there has been any discharge of hazardous material at the Property. As used herein, the term "Hazardous Material" shall mean any substance, water or material which has been determined by any state, federal or local government authority to be capable of posing a risk of injury to health, safety and property, including, but not limited to, all of those materials, wastes and substances designated as hazardous or toxic by the U. S. Environmental Protection Agency, the U. S. Department of Labor, the U.S. Department of Transportation, or any other state or local governmental agency now or hereafter authorized to regulate materials and substances in the environment (collectively "Governmental Authority(ies)"). Seller acknowledges that Buyer must rely on its Environmental reports and assessments as Seller is not aware of Propert2ds environmental condition other than as stated above. 9.6 Seller shall continue to possess the property until closing and shall maintain the same in its present condition, reasonable wear from ordinary use excepted. Risk of loss from fire, casualty, or other liabihties not caused by the Buyer's gross negligence or intentional acts, shall be Seller's until closing. Seller shall maintain adequate insurance against loss, including extended coverage, during such period. I/the property is damaged by fire or other casualty to closing, Buyer shall have the right to take the property "as is" together with insUrance proceeds, if any, or receive a reduction in the pUrchase price of the property in an amount equal to the loss. The parties shall agree to the reduction, if any, but if the parties cannot agree upon the amount of loss, an independent appraiser/adjuster shall be selected whose determination shall be bind/ng. The cost of the appraiser/adjuster shall be borne equally by the parties hereto. 10.0 Clo.qing. The Closing shall occur at a mutually agreed time on or before thirty (60) days from the date this Agreement is approved by the CRA Board and shall take place at a mutually agreed upon location. 11.0 .qeller'.q Closing Documents. At closing, Seller shall dehver the following documents ("Seller's Closing Documents") to Buyer: 5965 6 11.1 General Warranty Deed. The Statutory General Warranty Deed shall be duly executed and acknowledged by Seller so as to convey to Buyer good and marketable fee simple title to the Property free and clear of all liens, encumbrances and other conditions of title, other than the Permitted Exceptions and exceptions not duly objected to by Buyer. 11.2 Mechanic's Lien Affidavit. A mechanic's lien affidavit in the customary form, attesting that (a) no individual, entity or Governmental Authority has any claim against the Property under the applicable mechanic's lien law, (b) no individual, entity or Governmental Authority is either in possession of the Property or has a promissory interest or claim in the Property (except Buyer), and (c) no improvements to the Property have been made for which payment has not been made. 11.3 Gap Affidavit. An affidavit in form and content reasonably satisfactory to the Title Company to facilitate the insuring of the "gap", i.e., the deleting as an exception to the Title Commitment any matters appearing between the effective date of the Title Commitment and the effective date of the Title Policy. 11.4 FIRPTA. A F1RPTA Non-Foreign Entity Transferor Certificate or Exemption Certificate or document evidencing withholdings, in accordance with Section 1445 of the Internal Revenue Code: 11.5 -D_R2_Lg_. A DR-219 Form as required for recording. 12.0 Buyer's Closing Document~. At closing, Buyer documents (Buyer's Closing Documents) to Seller; shall deliver the following 12.1 Approval. Written documentation of Buyer's authority to purchase the property. 13.0 Closing Procedure. The Closing shall proceed in the following manner: 13.1 Transfer of Funds. Buyer shall pay the Purchase Price to the Seller by transfer of funds to the account designated by Seller. 13.2 Delivery of Doc~ments. Seller shall deliver Seller's Closing Documents to the Buyer. 14.0 Closing Co.qts, and Taxes, Prorationa. 14.1 Ad Valorem Taxes. Seller shall comply with Section 196.295, Florida Statutes, with respect to the payment of prorated ad valorem taxes for the year of closing into escrow with the Palm Beach CounW Revenue Collector. 5966 14.2 the time of Closing: Seller'.q Clo.qing Costs. Seller shall pay for the following items prior to or at Cost of providing marketable title as provided herein; documentary stamps on the Warranty Deed. 14.3 the time of Closing: Flnyer'.q Clawing Casts. Buyer shall pay for the following items prior to or at Recording of Deeds; title insurance premium; survey costs, appraisal costs, Phase I, Phase lI (if applicable), Environmental Assessment Report costs and related expenses. 15.0 ~. Buyer shall be granted full possession of the Property at Closing. 16.0 Condemnation. In the event of the institution of any proceedings by any Governmental Authority which shall relate to the proposed taking of any portion of the Property by eminent domain prior to Closing, or in the event of the taking of any portion of the Property by eminent domain prior to Closing, Seller shall promptly notify Buyer and Buyer shall thereafter within fifteen (15) days after receipt by Buyer of the notice from Seller either (1) terminate this Agreement, whereupon Seller and Buyer shall be released of all further responsibility and obligations hereunder; or (2) proceed to close this transaction. Seller hereby agrees to furnish Buyer with written notice of a proposed condemnation within five (5) business days after Seller's receipt of notification. Should Buyer terminate this Agreement, the parties hereto shall be released from their respective obligations and liabilities hereunder. Should Buyer elect not to terminate, the parties hereto shall proceed to Closing and Seller shall assign all of its right, title and interest in all awards in connection with such taking to Buyer. 17.0 Notice. Notices shall be in writing delivered by hand, or by certified mail, remm receipt requested, or overnight delivery by nationally recognized service, to the addressee at the address set forth herein, or by facsimile transfer, and shall be deemed to have been delivered on the date of receipt of such notice, if hand-delivered, or, if mailed, on the date the receipt for which the certified mail is signed or refused, by the addressee or its authorized agent or employee, or if by facsimile transfer, by confirmation of transmission. Either party may change the address for notice to that party by delivering written notice of such change in the manner provided above, such change to be effective not sooner than ten (10) days after the date of notice of change. If either party relies upon a hand delivery as described herein, then the party using this medium shall maintain an appropriate receipt of delivery, in the normal course of business. AGENT FOR BUYER: THE URBAN QROUP, INC. c/o Howard Steinholz, Esquire 1424 S. Andrews Avenue, Suite 200 Fort Lauderdale, FL 33316 As authorized agent for the BBCRA 5967 8 SELLER: Hazel White 139 l',rW 13th Avenue Boynton Beach, FL 33435-3061 18.0 Defmflt If the Buyer shall fail or refuse to consummate the transaction in accordance with the terms and provisions of this agreement, all deposits and interest shall be forfeited to Seller as agreed upon liquidated damages. In the event of such default by Buyer, Seller's sole and entire remedy shall be restricted to retention of the deposit plus all accrued interest, if any, and Buyer shall have no other responsibility or liability of any kind to Seller by virtue of such default. In the event of a default by Seller, the Buyer shall have all remedies available to it which shall include the return of the earnest money and accrued interest as liquidated damages and/or equitable relief such as specific performance. The Buyer should be entitled to equitable relief to enforce the terms and conditions of this agreement either through a decree for specific performance or injunctive relief. 19.0 Mi.qcellanemm. 19.1 Counterparts. Tiffs Agreement may be executed in any number of counterparts, any one and all of ~vhich shall constitute the contract of the parties. The paragraph headings herein contained are for the purposes of identification only and shall not be considered in construing this Agreement. 19.2 Amendment. No modification or amendment of this Agreement shall be of any force or effect unless in writing executed by both Seller and Buyer. 19.3 Attnrnevs' Fees. If any, party obtains a judgment against any other party by reason of breach of this Agreement, attorneys' fees and costs shall be included in such judgment. 19.4 Governing T,aw and Venue, This Agreement shall be interpreted in accordance with the laws of the State of Florida, both substantive and remedial and venue shall be in Palm Beach County, Florida. 19.5 Entire A~eement. This Agreement set forth the entire agreement between Seller and Buyer relating to the Property' and all subject matter herein and supersedes all prior and contemporaneous negotiations, understandings and agreements, written or oral, between the parties. 19.6 C(~mputation (~f Date~..If any date computed in the manner herein set forth fails on a legal holiday or non-business day or non-banking day, then such date shall be extended to the first business day following said legal holiday or non-business day or non-banking day. 5968 9 19.7 No Recording. This Agreement or anynotice or memorandum hereof may not be recorded in the public records of any county in the State of Flor/da. 19.8 No Rroker.q. Seller and Buyer each represent to the other that it has not dealt with any commissioned broker, salesperson or agent in connection with the execution and delivery of this Agreement, and the other party shall not be required to pay any commission whatsoever with respect to this Agreement resulting from the actions of the party making such representations. Seller and Buyer in accordance with the limitations of the Florida Statutes and law, each indemnify and hold each other harmless from and against any and all losses, costs, damages, habilities and expenses (including without limitation, reasonable attorneys' and paralegal fees) resulting from a breach by the indemnifying party of the foregoing representation. 19.9 Acceptance c~fDeed, The acceptance of the Deed by Buyer shall be deemed full performance and discharge of every agreement and obligation on the part of Seller to be performed pursuant to this Agreement, except those which are specifically stated to survive delivery of the Deeds and closing. 19.10 lntepretation_ Should any term or provision of this Agreement be subject to judicial interpretation, it is agreed by Seller and Buyer that the court interpreting or construing the same shall not apply a presumption that the term or provision shall be more strictly construed against the party who itself or through its agents and attorneys of each party have participated in the preparation of the terms and provisions of this Agreement and that all terms and provisio .ns have been negotiated. 19.11 C.~ptions: Heading,q; F, tc_ Captions, headings, section and subsection numbers in this Agreement are for convenience and reference only, and shall have no effect upon the meaning of any of the terms or provision herein. 19.12 Waiver, Failure of either party to insist upon compliance with any term or provision hereof shall not constitute a waiver thereof, and no waiver of any term or provision of this Agreement shall be effective unless it is in writing and signed by the party against whom it is asserted. Any waiver of any term or provision of this Agreement shall only be apphcable to the specific term or provision and instance to which it is related, and shall not be deemed to be a continuing or future waiver as to such term or provision or as to any other term or provision. 19.13 NIa Third Party lqenefic, iary. The terms and provisions of this Agreement are for the exclusive benefit of Seller and Buyer, and not for the benefit of any third party, and this Agreement shall not be deemed to have conferred any rights, express or implied, upon any third party. 19.14 RADON GAS: Radon is a naturally occurring radioactive gas that, when it has accumulated in a building in sufficient quantities, may present health risks to persons who are exposed to it over time. Levels of radon that exceed federal and state guidelines have been found in buildings in Florida. Additional information regarding radon and radon testing may be obtained from your county health unit. 5969 10 ~xl WITNESS WHEREOF, indicated below. WITNESSES: (P~t N~e) tile parties have executed this Agreement as of the date BUYER: THE URBAN GROUP,/NC. as agent for BBCRA Virginia Mammone Date Executed: WITNESSES: (Print Name) (Print Name) SELLER: BY: H~el White Date Executed: ?//q/o¥ H:\1998\980465~GMT~PurchaseAndSaleRealProp.doc 5970 WITNESSES: (Print Name) (Print Name) BUYER: APPROVED BY CRA BOARD By: Chair, Jeanne Heavlin Date Executed: 5971 12 EXH/BIT "A" I JEGAI, DESCRIPTION MEEKS ADDITION TO BOYNTON (9-54) S 50 FT OF LT 10 (LESS R/W SEACREST BLVD) Folio: 08-43-45-21-24-000-0103 59¥2 GOREN, CHEROF, DOODY & EZROL, ATTORNEYS AT LAW SUITE 200 3099 EAST COMMERCIAL BOULEVARD FORT LAUDERDALE, FLORIDA 33308 P.A. SAMUEL S. GOREN JAMES A. CHEROF DONALD J. DOODY KERRY L. EZROL MICHAEL D. CIRULLO, JR TELEPHONE (954) 771-4500 FACSIMILE (954) 771-4923 JULIE F. KLAHR LINDSEY A. PAYNE DAVID N. TOLCES MICHAEL J. PAWELCZYK STEVEN L. JOSIAS, OF COUNSEL August 5, 2004 Ms. Barbara Matlack Senior Realty Specialist The Urban Group, Inc. 1424 S. Andrews Avenue, Suite 200 Ft. Lauderdale, FL 33316 BOYNTON BEACH COMMUNITY REDEVELOPMENT AGENCY / HEART OF BOYNTON PROJECT Owner- WHITE, Hazel and PARKER, Minnie Address - Vacant Lot on Seacrest Blvd., Legal - Part of Lot 10, Block: Meeks Addition Dear Ms. Matlack: Please find enclosed the title commitment Company for the above-referenced property. of title: as prepared by Fidelity National Title Insurance The title commitment reflects the following status A. Owner: Title is presently held by Hazel White and Minnie Parker. Payment of any liens pursuant to Resolution No. 80-V from the City of Boynton Beach, filed in Official Records Book 3334, Page 377 of Public Records of Palm Beach County, Florida. Claim of Lien recorded in Official Records Book 6246, Page 1005 of the Public Records of Palm Beach County, Florida. Also, enclosed with this correspondence is the invoice from Fidelity National Title Insurance Company in the mount of $150.00. Please remit the mount directly to Fidelity. 5973 -i; 200q If you should have any questions or if you would like anything else done on this matter, please contact the undersigned. DJD:gg Enclosures (2) cc: James A. Cherof Lindsey A. Payne Jeanne Heavilin, Chair H:\GG FOR~MS\GGBoymonB CRA\White-Parker\Ltr-Matlack.doc D01~ALD J. D?j0D¥ ,~/ 5974 OFidelity National Title Insurance Company of New York Commitment No: WE04-100469 Agent File No: White o PK/SM S CI:IEDULE A Effective date: July 6, 2004 at 6:00 A.M. Policy or Policies to be issued: Amount (a) ALTA Owner's Policy (Rev. 10-17-92) with Florida Modifications $0.00 Proposed Insured: Boynton Beach Community, Redevelopment Agency (b) ALTA Loan Policy (Rev. 10-17-92) with Florida Modifications STBD Proposed Insured: TBD The estate or interest in the land described or referred to in this Commitment and covered herein is: FEE SIMPLE Title to the FEE SIMPLE estate or interest in said land is at the effective date hereof vested in: Hazel White and Minnie Parker The land referred to in this Commitment is described as follows: The South 50 feet Lot 10, less the East 20 feet, of MEEKS ADDITION TO BOYNTON, FLORIDA, according to the Plat thereof, as recorded in Plat Book 9, at Page(s) 54, of the Public Records of Palm Beach County, Florida. Countersigned: Goren, Cherof, Doody & Ezrol, P.A. 3099 East Commercial Blvd., Suite 200 Fort Lauderdale, FL 33308 BY: 5975 FOI~'I 26-083-66-A ALTA COMMITMENT (1966) OFidelity National Title Insurance Company of New York Commitment No: WE04-100469 Agent File No: White SCHEDULE B I (Requirements) The following are the requirements to be complied with: 1. Payment to, or for the account o~ the sellers or mortgagors of the full consideration for the estate or interest to be insured. 2. Instrument(s) creating the estate or interest to be insured must be approved, executed, and filed for record. a. Warranty, Deed to be executed by Hazel White and Minnie Parker, joined by spouse if married or recitation that the grantor is single or that the property is not homestead property of either spouse, conveying subject property to Boynton Beach Community Redevelopment Agency. b. Mortgage encumbering the subject property: Mortgagor(s): Boynton Beach Community Redevelopment Agency In favor of Mortgagee(s): TBD Principal Amount: $0.00 3. Payment of any liens pursuant to that Resolution No. 80-V filed in O.R. Book 3334, Page 377, from the City of Boynton Beach. 4. Release of any right or interest as indicated by that certain instrument: Name of Instrument: Claim of Lien Recorded: O.R. Book 6246, Page 1005, of the Public Records of Palm Beach County, Florida. Reference is made to said document for full particulars. 5. Submit proof that any outstanding municipal and/or county tax assessments which are due, have been paid. 6. Submit proof of payment of City- of B oynton Beach service charges for water, sewer and/or waste, if any. Any reference to O.R. (Official Records) or Public Records shall be deemed to be located in the Official Records of the County xvhere the subject property is located. END OF SCHEDULE B I 5976 FORaM 26-083-66-A ALTA CO_'~fl'-IITIvlENI (1966) 'O Fidelity National Tit}e Insurance Company of New York Commitment No: WE04-100469 Agent File No: White SCFI-EDULE B li (Exceptions) Schedule B of the policy or policies to be issued will contain exceptions to the following matters unless the same are disposed of to the satisfaction of the Company: Defects, liens, encumbrances, adverse claims or other matters, if any, created, first appearing in the public records or attaching subsequent to the effective date hereof but prior to the date the Proposed Insured acquires for value of record the estate or interest or mortgage thereon covered by this Commitment. 2. All assessments and taxes for the year 2004 and all subsequent years, which are not yet due and payable. 3. Any lien, or right to a lien, for services, labor or material heretofore or hereafter furnished, imposed by law and not shown by the public records. 4. Any encroachments, easements, measurements, variations in area or content, party ,,vails or other facts which a correct survey of the premises would show. 5. Rights or claims of parties in possession not shown by the public records. 6. Roads, ways, streams or easements, if any, not shown by the public records, riparian rights and the title to any filled-in lands. Restrictions (deleting therefrom any restrictions indicating any preference, limitation or discrimination based on race, color, religion, sex, handicap, familial status or national origin), covenants, easement(s), setback(s), if any, as may be shown on the Plat recorded in Plat Book 9, Page 54, of the Public Records of Palm Beach County, Florida. Any and all right, title or interest of the Lake Worth Drainage District, claimed, reserved or now in use, by virtue of Chancery Order 407, recorded June 22, 1990, in Official Records Book 6495, Page 761, and Official Records Book 6495, Page 1165, of the Public Records of Palm Beach County, Florida. Any reference to O.R. (Official Records) or Public Records shall be deemed to be located in the Official Records of the County where the subject property is located. NOTE: The loan policy issued pursuant to this Commitment will have attached a Florida Endorsement Form 9 provided the following conditions are met to the satisfaction of the Company: a. 'A current survey is reviewed for encroachments and violations of restrictions and setback lines, and if present, determined to be minor. Said encroachments or violations will be listed in Schedule B of the policy. 5977 FOP.M 26-083-66-A ALTA COIvllvl/TIvIENT (1966) OFidelity National Title Insurance Company of New York Commitment No: WE04-100469 Agent File No: White b. A seller's/borrower's affidavit is properly executed by the appropriate parties. NOTE: One or more of the following endorsements may be attached to the loan policy if applicable and a premium paid therefor: Navigational Servitude Endorsement ALTA 8.1 Environmental Protection Lien ALTA 6 Adjustable Rate Endorsement ALTA 6.2 Negative Amortization Endorsement Revolving Credit Endorsement ALTA 4.1 Condominium Endorsement ALTA 5.1 Planned Unit Development Endorsement Note: Parcel Identification (Folio) Number: 08-43-45-21-24-000-0103 Homestead Exemption: No Ad Valorem Gross Amount: $166.58 Taxes Paid for the year(s): 2003 in the amount of $166.58 Taxes Due for the year(s): 2004, a lien but not yet due and payable NOTE: The Company reserves the right to make further requirements and/or exceptions upon its review of the proposed documents creating the estate or interest to be insured or otherwise ascertaining details of the transaction. If the proceeds of the loan to be secured by the insured mortgage are deposited with the Company or its authorized agent, Item 1 above shall be deemed deleted as of the time such funds are disbursed to or for the account of the borrower. Neither the company nor its agent shall, however, be under any duty, to disburse any sum except upon a determination that no such adverse intervening matters have appeared of record or occurred. Items 3, 4, 5 and 6 will be deleted provided: a satisfactory current survey is submitted, if applicable; it is determined the current year's taxes or special assessments have been paid; an affidavit of possession, in recordable form, is provided; it is determined there are no filled*in lands; and there is nothing of record which would give rise to mechanic's liens which would take priority over the insured interest (where the liens would otherwise take priority, submission of waivers is necessary). Additional exceptions will be made in the policy for any appropriate matters disclosed. END OF SCI-[EDULE B II FORM 26-083-66-A ALTA COMMITM]ENT (1966) OFidelity National Title Insurance Company of New York Commitment No: WE04-100469 Agent File No: White Phone: (954) 217-1744 Date Fax: (954) 217-8796 UPDATE REQUEST Fidelity File Number: WE04-100469 Agent: Goren, Cherof, Doody & Ezrol, P.A. 3099 East Commercial Blvd., Suite 200 Fort Lauderdale, FL 33308 Agent file number: White Forward request to Send via: Courier/Post E-mail Fax Pre Closing Post Closing County Recording Date Copies Required (Y/N)* Document Official Records Book/Page Warranty/Quit Claim Deed Mortgage Assignment of Mortgage Assignment Rents/Leases Mortgage Modification Satisfaction of Mortgage Notice of Commencement Notice of Termination Subordination Agreement UCC Financing Statement Affidavit Other * Copies may not be available at the time of the Update but will be forwarded via courier/post as they become available. 5979 FOKM26-O83-66-A ALTA COMMITMENT (1966) WESTBERRY & ASSOCIATES, LLC Real Estate Appraisers and Consultants July 22, 2004 Virginia Mammone The Urban Group, Inc. 1424 South Andrews Avenue, Suite 200 Ft. Lauderdale, FL 33316 Re: Review Appraiser's Statement Heart of Boynton CRA Parcel 102 Dear Ms. Mammone: Pursuant to your Notice to Proceed, dated May 17, 2004, I am submitting a review appraisal of the Florida Coastal Appraisal Services report for the above referenced project and parcel number. Thank you for the opportunity to provide this review appraisal service. Very truly yours, Mendel R. Westberry, MAI State Certified General Real Estate Appraiser #0000331 4675A Anglers Avenue ~ Fort Lauderdale, Florida 33312 Phone: (954) 965-0999 Fax: (954) 965-0989 REVIEW APPRAISER'S STATEMENT Project Name: Heart of Boynton CRA Parcel No.: 102 Identification of Report Under Review The report is a complete appraisal summary report identified as Parcel 102 of the Heart of Boynton CRA project. D. Craig Keneipp of Florida Coastal Appraisal Services prepared the report for the City of Boynton Beach, Florida. I was not provided with a property owner's appraisal report. The property is currently owned by Hazel White and Minnie Parker whose mailing address is 139 NE 13th Avenue, Boynton Beach, FL. The subject property is located on the west side of Seacrest Boulevard, just south of NE 11th Avenue within the City of Boynton Beach. Date of Value Date of Report Date of Review 7/14/2004 7/14/2004 7/22/2OO4 Overview of the Subiect Property The subject property is a 4,000 square foot vacant parcel of land. It is zoned R-2, Residential Duplex by the City of Boynton Beach and has an underlying land use of Medium Density Residential which is consistent with its zoning. The zoning classification permits a variety of residential uses including single family and multifamily construction. Mr. Keneipp concludes that the subject's highest and-best use is single- family residential development. His conclusions are based upon the R-2 zoning of the site, as well as his review of recent sales in the area. Additionally, Mr. Keneipp notes that most of the recent vacant lands sales are being developed with single-family homes. Property Interest Appraised The real property interests appraised are those rights associated with the undivided fee simple (estate) interest. Purpose and Intended Use of the Report Under Review The purpose of the appraisal report is to provide an opinion of market value of the subject property. The intended use of the appraisal is information for the client for the potential purchase of site, possibly through eminent domain. Extent of Review Process I have read the appraisal report and I have inspected-the subject property and have desk reviewed the comparable sales. I examined the data and methodology used by the appraiser and .made conclusions about the methods used and reasonableness of the value estimates. I also reviewed the reports for comPliance with Uniform Standards of Professional REVIEW APPRAISER'S STATEMENT Project Name: Heart of Boynton CRA Parcel No.: 102 Appraisal Practices (USPAP). Mr. Keneipp's report is judged to be in compliance with USPAP. I did not independently research or verify all data. Completeness of Report Under Review The completeness of the report is considered adequate and sufficient in terms of the requirements of USPAP. Appropriateness of Appraisal Methods and Techniques Used Mr. Keneipp developed only the Sales Comparison Approach. This is the appropriate method for estimating the value of vacant land such as the subject property. The subject's neighborhood appears to have an active market, therefore, Mr. Keneipp had an ample amount of sales data available for the application of the Sales Comparison Approach. Land (Sales Comparison Approach) Mr. Keneipp used three comparable sales and analyzed them based upon the price per square foot of land. One comparable sale contains 3,690 square feet, the remaining two comparables each contain 7,500 square feet. All are recent sales, occurring within the last one year. The sales range in price from $5,000 to $15,000. All the sales have proximate locations to the subject. Mr. Keneipp calculated each of the sales on a per square foot basis, in order to reflect the size of the subject. The sales indicate a range of $1.35 per square foot to $2.00 per square foot. Mr. Keneipp correlated near the middle of the range of value, $1.50 per square foot, and applied this value to the subject property's 4,000 square feet and arrived at a value estimate for the subject of $6,000. Mr. Keneipp's sales analysis and conclusions are considered well supported. Cost Approach NA Income Approach NA Sales Comparison Approach-Improved NA Recommended compensation based'on Mr. Keneipp's report is: $6,000 3 REVIEW APPRAISER'S STATEMENT 102 'Heart of Boynton CRA Boynton Beach/Palm Acquisition Beach Review Certification I certify to the best of my knowledge and belief: The facts and data reported by the review appraiser and used in the review process are true and correct. The analyses, opinions and conclusions in this review report are limited only by the assumptions and limiting conditions stated in this review report, and are my personal, unbiased professional analyses, opinions, and conclusions. I have no present or prospective interest in the property that is the subject of this report, and I have no personal interest or bias with respect to the parties involved. My compensation is not contingent on an action or event resulting from the analyses, opinions, or conclusions in, or the use of this review report, my analyses, opinions, and conclusions were developed and this review report was prepared in conformity with the Uniform Standards of Professional Appraisal Practice. I did personally inspect the subject property. Field inspection of the subject property took place on July 22, 2004. Value estimates of items compensable under state law, but not eligible for federal reimbursement have been clearly identified below, as appropriate. The value estimate and my recommended compensation is Stated below. Sayre J. Berman, AICP, State Certified General Real Estate Appraiser #0001963, provided significant professional assistance. In my opinion, the Total Recommended Compensation is: $6,000 Parcel 102 Mendel R. Westberry, MAI State Certified Real Estate AppratSer #OOOO331 Date 59~3 Florida Coastal Appraisal Services Real Estate Appraisers and Consultants 2101 South Andrews Avenue Suite 205 Fort Lauderdale, FL 33316 954 779-3298 954 779-3395 (Fax) Residential Vacant Land Parcel 102 Hazel White and Minnie Parker Seacrest Boulevard Boynton Beach, Florida Report Date/Date of Valuation: July 14, 2004 Pl~epared By D. Craig Keneipp FLORIDA COASTAL APPRAISAL SERVICES 2101 South Andrews Avenue Suite 205 Fort Lauderdale, Florida 33316 Prepared For Mr. Dale Sugerman The City of Boynton Beach 598~ , JUL 2 7 Florida Coastal Appraisal Services Real Estate Appraisers and Consultants 2101 South Andrews Avenue Suite 205 Fort Lauderdale, FL 33316 954 779-3298 954 779-3395 (Fax) July 15, 2004 Mr. Dale Sugerman The City of Boynton Beach 100 East Boynton Beach Boulevard Boynton Beach, FL 33435 Subject: HEART OF BOYNTON CRA Parcel 102/Hazel White and Minnie Parker Vacant Residential Land Seacrest Boulevard Boynton Beach, Florida Dear Mr. Sugerman: In accordance with your request, I have prepared this Complete Summary Appraisal of the above referenced property. The purpose of my appraisal was to estimate the market value of the subject property. The rights and/or interests appraised are fee simple. Resultant from my investigation and analysis of the data assembled and used in the report that follows, as well as inspection of the property at various times, it is estimated that the Market Value as of the date of valuation on July 14, 2004 is: $6,000 ( Six Thousand Dollars) Respectfully Submitted, D. raig Keneip~/t/'' State Certified Gene~a4 Appraiser - #0001491 5985 Parcel 102/Haze/White CERTIFICATE OF VALUE I certify that, to the best of my knowledge and belief: The statements of fact contained in this rePort are true and correct. The reported analyses, opinions, and conclusions assumptions and limiting conditions, and are my professional analyses, opinions, and conclusions. are limited only by the reported personal, impartial, and unbiased I have no present or prospective interest in the property that is the subject of this report, and no personal interest with respect to the parties involved. I have no bias with respect to the property that is the subject of this report or to the parties involved with this assignment. My engagement in this assignment was not contingent upon developing or reporting predetermined results. My compensation for completing this assignment is not contingent upon the development or reporting of a predetermined value or direction in value that favors the cause of the client , the amount of the value opinion, the attainment of a stipulated result, or the occurrence of a subsequent event directly related to the intended use of this appraisal. My analyses, opinions, and conclusions were developed, and this report has been prepar in conformity with the Uniform Standards of Professional Appraisal Practice. have made a personal inspection of the property that is the subject of this report. No one provided significant professional assistance to the person signing this report. Opinion of Market Value: $6,000.00 Date of Value: July 14, 2004 Date: ~ /~/ .~)-&o c/ / Signed: ~ //-~/~/ ' D. CraigcKo6eipp/~/' STATE CERTIFIED GENERAL APPRAISER 0001491 5986 Project Identification: Parcel Identification: Appraiser: Dates: Interest Appraised: Parcel Size: Parcel Access: Zoning/Land Use: Assessed Value: Utilities: Easements: Highest and Best Use: Present Use: Opinion of Value: Special Assumptions or Limiting Conditions Under Which Value is Based: EXECUTIVE SUMMARY HEART OF BOYNTON CRA Parcel 102 Hazel White and Minnie Parker D. Craig Keneipp Florida Coastal Appraisal Services, Inc. Date o£Value/Report: July 14, 2004 Fee Simple 4,000 square feet (estimated, no survey provided). Legal and Physical: Seacrest Boulevard R-2 Residential Duplex / Medium Density Residential $7,000 Assumed all available to site Typical, none with adverse impact, no impact on value Residential SFR. Vacant Total Value: $6,000.00 None. 5987 TABLE OF CONTE~TS Page Cover ............................................................................................................ 1 Letter o£ Transmittal ................................................................................... 2 Certificate of Valuation .............................................................................. 3 Executive Summary, ..................................................................................... 4 Table of contents .......................................................................................... 5 Property location, owner and address .......................................................... 6 Legal Description ......................................................................................... 6 Property inspection ...................................................................................... 6 Type of Property .......................................................................................... 6 History of the Property (Last Five Years) ................................................... 6 Description of the Proper¢T ......................................................................... 6 Zoning/Land Use Planning/Concurrency ................................................... 7 Assessed Value and Taxes .......................................................................... 7 Appraisal Purpose and Intended Use ........................................................... 8 Scope of the Appraisal ................................................................................. 8 Definition of Market Value ......................................................................... 8 Highest and Best Use Analysis ................................................................... 9 Approaches to Value .................................................................................. 9 Sales Comparison Chart ............................................................................. 10 Sales Discussion and Analysis ................................................................... 10 Reconciliation of Sales Data ....................................................................... 11 Final Conclusion and Estimate of Market Value ....................................... 11 Estimated Marketing Time ........................................................................ 11 Addendum ............................................................................................. :... 12 Sales and Subject Location Map Subject Photos Limiting Conditions and Assumptions Appraiser Qualifications 5988 Property Location _- The subject property is located on the west side of Seacrest Boulevard, just south of NE 11th Avenue, within the city limits of Boynton Beach, Palm Beach County, Florida. Property Owner Name & Address Hazel White and Minnie Parker 139 NE 13th Avenue Boynton Beach, FL 33435 Legal Description South 50 feet of Lot 10 Less road R/W MEEKS ADD TO BOYNTON BEACH (9-54) as recorded in the public records of Palm Beach County, Florida. Property Inspection Date inspected: April 28 and July 14, 2004 Extent of inspection: Exterior only, vacant land. Type of Property The property is vacant residential land. I-Iistor3~ of the Property The subject has had no known transfers of record for the last 5 years. subject is not listed for sale. It was purchased in 1973. The Description of the Property The subject is a vacant residential land. Lot Size: Shape: Ingress/egress: Topograp~:y: Soil Characteristics: 4,000 square feet Rectangular approximately 50' x 80' (from county records, no survey provided) Via Seacrest Blvd. Cleared, generally level, at or slightly below road grade. There is no visual indication of any adverse soil conditions in the area, but no soil survey, exploration or engineering reports were made available. It is assumed that there are no adverse soil conditions that would affect the adaptability or marketability of the individual site. Utilities and Public Service: Available to the site, considered to be adequate and typical. 5989 Zoning, Land Use Planning and Concurrency ~:~> The subject property is currently zoned R-2 Duplex. My research at the City of Boynton Beach has indicated that land in this zoning category could be developed with a variety of residential uses including single family and multifamily. The subject land use designation is medium density residential. For the government body, land use plans serve as generalized guidelines for both current and future development. Items generally included in guidelines are use classifications, use intensity and preservation areas. The land use plan is generally used in conjunction with existing zoning when the government authoriB: is reviewing a proposed development. The site is platted under the MEEKS ADDITION TO BOYNTON Municipality: City of Boynton Beach. NOTE: Since requirements can be changed and/or amended at any time by the municipality, the above reported data should be verified with the municipality before using such data for any purpose. Assessed Value and Taxes Taxing authority: Palm Beach County Folio No.: 08434521240000103 Assessed value: $7,000 Year: 2003 There are no known special assessments. Public and Private Restrictions The subject is vacant, platted, residential property. in the appraisal. There are no atypical restrictions known or assumed 5990 Property Interest Appraised_ - The rights appraised in this appraisal report are the undivided fee simple (estate) interest. Scope of Appraisal Comparable land sales will be researched and reviewed. The site will be inspected. The conclusions will be presented in tkis complete summary appraisal report. Appraisal Purpose and Intended Use The purpose of this appraisal is to provide my opinion of market value of the subject property. The intended use of this appraisal is informational for the client for the potential purchase, possibly under eminent domain. Definition of Market Value As defined by the Uniform Standards of Professional Practice: The most probable price which a property should bring in a competitive and open market under all conditions requisite to a fair sale, the buyer and seller each acting prudently and knowledgeably, and assuming the price is not affected by undue stimulus. Implicit in this de£mition is the consummation of a sale as of a specified date and the passing of title from seller to buyer under conditions whereby: 1) Buyer and seller are typically motivated; 2) Both parties are well informed or well advised, and acting in what they consider their own best interests; 3) Reasonable time is allowed for exposure in the open market; 4) Payment is made in terms of cash in U.S. dollars or in terms of financial arrangements comparable thereto; and 5) The price represents the normal consideration for the property sold unaffected by special or creative financing of sales concessions granted by anyone associated with the sale. ' 5991 Uniform Standards of ProfesSional Appraisal Practice. 2002 Highest and Best Use Analysis - Summarized ~:,~ "The reasonably probable and legal use of vacant land or improved property, which is physically possible, appropriately supported, financially feasible, and that results in the highest value." (The Appraisal of Real Estate", eleventh edition, Appraisal Institute). The subject land is zoned for ? '~ duplex. Many recent sales of similarly zoned land, located in the subject neighborhood have b~ purchased recently. The majoritsj of the recent vacant land sales in the neighborhood are being developed as single-family residences. One transaction of two adjacent lots, west of the subject, was recently developed for duplex use. The sales price of the duplex lots was consistent with SFR lot sales. The subject land/lot size is slightly smaller than typical for the neighborhood. It is considered to be developable for SFR. It is considered maximally productive to develop as a single-family residence. The highest and best use of the subject is development for single-family residence or duplex. Approaches to Value Omitted as Not Applicable [x] Cost [x] Income Approaches To Value The subject property is a vacant residential land. This report is a complete summary appraisal as per the Uniform Standards of Professional Practice. The appropriate approach is the sales comparison approach (market approach). The Income and Cost Approaches are not applicable. The subject type is recognized to be marketed, bought and sold relative to market sale analysis of vacant lots in the subject neighborhood. Ample sales market data is deemed available for application and utilization of the sales comparison approach. The Sales Comparison Approach This market oriented approach is a technique of estimating market' value by comparing similar open market sales of properties to the subject, and making appropriate adjustments for the variable characteristics considered applicable to subject. The Sales Comparison Approach is premised on the Principle of Substitution, which indicates that an investor would not pay anymore for a property than the cost of acquiring an equally desirable substitute property. With the presence of quantitatively and qualitatively sufficient market data that can be inspected and then analyzed, a sufficiently reliable value indicator can be developed that reflects current market actions/reactions. A reliable comparison should be selected to accurately measure and/or compare the market data considered comparable. For the subject property, the sales price for the land is considered a reliable measure and/or unit approach for comparison purposes, resulting in a reflective market indicator. The comparable sale properties should be (and are) individually compared to the subject property, and in light of no two properties being identical, it is necessary to analyze the individual characteristics, which would be reflective of a variance in price. These differences are then equated to adjustments, if appropriate. 59~2 9 Collection and Analysis of Comparable Sales and' Listings For the purposes of establishing "benchmarks" of value for the subject for comparison, vacant lot sales of property developable for duplex or single-family use were researched and analyzed. Personal verifications with either the buyers or the sellers provided additional data for scrutiny and analysis. The result is that 3 sales have been chosen for use in direct comparison. Two other sales were reviewed for duplex prices and found to be similar to the SFR lot prices. The sales were confirmed with public records, including deed verification, and onsite inspection. OR book and page are referenced for the three SFR lot sales, and a location map is in the addendum. Due to the nature of the subject property, being smaller than the typical lots, units of comparison will be developable lot prices and price per square foot. Direct Comparison Of Improved Sales Following is a sales grid/table and brief discussion of each of the comparables. Resultant from my sales analysis, a summary reflects the basic variables. Narrative analytical support for any adjustments, as well as, additional sales discussion and correlation will follow this grid for the purpose of individual comparison to the subject. Residential Lots Sales Table Item SUBJECT Vacant Lot Sale V Vacant Lot Sale D Vacant Lot Sale J Address Seacrest Blvd NE 12TM Ave NE 11th Ave NE 11tn Ave Boynton Beach Boynton Beach Boynton Beach Boynton Beach Sale Date As of May 2004 December, 2003 August 29, 2003 July 11, 2003 OR/Page .....................16406/1415 15792/1180 15529/0836 Lot Size 4,000 Square Feet 3,690 Square Feet 7,500 Square Feet 7,500 Square Feet Sale Price N/A $5,000 $t5,000 $15,000 Price Per N/A. $1.35 $2.00 $2.00 Sq. Foot Comments ...................... Purchased by a Purchased by a Purchased by a developer, developer for SFR. developer for SFR. 3br/2bath SFR sold 3 BR 2 Bath SFR for $140,000 in Jan. Under construction. 2004 Sales Analysis The sales reflect the subject residential lot value in the neighborhood market. Ail sales have proximity to the subject. The sales offer a typical lot size value indicator of $15,000. The subject is a considered a developable residential lot, however it is smaller than the typical size sales. Sale V is more indicative of value for the subject as it is similar in size. Due to the size difference of the subject property from the typical developable sales in the subject neigkiborhood, the price per square foot has been quantified. This equates to $1.35 - $2.00 square foot as an indicator of value. 5993 2O Conclusion of Market Sales Comparison Appro_aeh Ail sales have been given reasonable consideration. There appears to be adequate market supply and demand for the subject property type. The market indicates the subject is in a reasonable residential location. Following a thorough review of my market data and my analysis of the pertinent inforrnat;~, and facts, the following surm-nary value opinion has been indicated. Based on its size similarity with s. V, the subject is estimated to have a market value of$1.50/square foot. Subject Size: 4,000 x $ 1.50 $6,000 As of May July 14, 2004 my opinion of market value: $6,000.00 Note: Estimated Marketing time is 3-6 months. ADDENDUM Subject Aerial Photos Subject and Sales Location Map Appraiser Qualifications Assumptions and Limiting Conditions 5995 22 Subject Aerial Parcel 102 5997 Qualifications of D. Craig Keneipp, Appraiser/Consultant 2101 South Andrews Avenue, Suite 205 Fort Lauderdale, Florida 33316 EDUCATION Bachelor of Science, Business Administration, Marketing. University of Central Fla. Orlando, FL Associate of Arts (A.A.), Manatee Jr. College, Bradenton, FL LICENSES/CERTIFICATION State Certified General Real Estate Appraiser, since 1991. Florida Licensed Real Estate Broker, since 1987. WORK EXPERIENCE Professional self-employed real estate appraiser/consultant 1985 to present. Senior Real Estate Negotiator for Kaiser Engineers, under contract with the Florida Department of Transportation for Right-of-Way Acquisition 1984 to 1985. Right-of-Way Specialist (acquisition/relocation agent) for the Florida Department of Transportation, District IV Fort Lauderdale, FL. 1982 to 1984. EXPERT WITNESS Court qualified as an expert witness in the area of real estate appraisal. PREQUALIFIED GOVERNMENTAL FEE APPRAISER LISTS · Federal Department of Environmental Protection, Division of State Lands Fee Appraiser · Florida Department of Transportation Real Property Fee Appraiser/Consultant · Broward Count5, Approved Fee Appraiser · Broward County School Board Approved Fee Appraiser APPRAISAL COURSES COMPLETED USPAP - Uniform Standards of Professional Appraisal Practice American Society of Appraisers Ethics Exam, A.S.A. (American Society of Appraisers) lA-1 Real Estate Appraisal Principles, A.I.R.E.A.(American Institute of Real Estate Appraisers) lA-2 Basic Valuation, A.I.R.E.A. 1BB - Capitalization Theory and Tech. B, A.I.R.E.A. 1BA - Capitalization Theory and Tech. A. A.I.R.E.A. SPP - Standards and Professional Practice, A.I.R.E.A. ADDITIONAL COURSES/CONTINUING EDUCATION Uniform Standards of Professional Appraisal Practice Understanding Limited Appraisals & Appraisal Reporting Options Communication in Real Estate Acquisition Appraising under Eminent Domain Business Relocation, Federal Highway Administration Real Estate Finance Business Valuation Parts I & II Litigation Valuation Industrial Valuation 5998 D. Craig Keneipp, State C~rtified General Appraiser Partial Statewide Client List Government Agencies Florida Dept. Of Transportation North Broward Hospital District Municipalities Broward County (Litigation Support) City of Boynton Beach City of Coconut Creek City of Lauderhill City of Margate City of Sunrise Financial Institutions North Trust Bank Ocean Bank Law Firms Conrad & Scherer Forman & Hanratty Ulmer, Hicks & Schreiber Ruden, McCloskey, Smith, Schuster Durden & Green Jerome Tepps Ali & Jobson Eakin & Eakin Carter & Thomas H. Collins Forman, Jr. Jack Baxter Partial List of Proper ,ty Types Appraised Vacant Land Agricultural Residential Commercial Improved Residential Single Family Multi-family Condominiums Improved Commercial Banks Retail/strip centers Private Schools & Day Care Palm Nursery Cemetery Funeral Home Restaurants/Bars Service stations Churches Rock Pits Auction Gallery Office buildings - single/multistory Hotels/motels Auto/boat/motorcycle dealerships Radio station Golf Course 5999 Assumptions a~d Limiting Conditions This appraisal is to be used in whole and not in part. No part of it shall be used in conjunction with any other appraisal. Marketable title, but not responsibiliD' as to legal matters is assumed. It is assumed the legal description as given, is correct. The property has been appraised free and clear of any or all liens or encumbrances unless otherwise stated. All engineering is assumed correct. Any plot plan and/or illustrative material in this report or addendum are included only to assist the reader in visualizing the property. It is assumed that there are no hidden or unapparent conditions of the property, subsoil, or structures that render it more or less valuable. No responsibility, is assumed for such conditions or for arranging for engineering studies that may be required to discover them. Possession of this report, or a copy thereof, does not carry with it the right of publication. Neither all nor any part of the contents of this report (especially any conclusions as to value, the identity of the appraiser, or the firm with which the appraiser is connected) shall be disseminated to the public through advertising, public relations, news, sales, or other media without the written consent and approval of the appraiser. 6OO0 MEMO TO: CRA Board FROM: Susan Vielhauer SUBJECT: Consideration of Phase II of the Financial Advisory Contract, Work Order #2 DATE: August 26, 2004 As per the direction of the CRA Board, Staff has prepared Work Order #2 for Phase II-Bonds of the current Financial Advisory Contract with RBC Dain Rauscher formerly William R. Hough and Company. Julie Turner, of RBC Dain Rauscher, will work with Bond Counsel, Underwriters, Rating Agencies as well as other entities to structure a 20-year Bond, which will provide the funding necessary to the current CRA Projects and Programs. Staff will be working closely with Julie Turner throughout the process. Staff is recommending the approval of Work Order #2 for Phase II-Bonds as per the current Financial Advisory Contract with RBC Dain Rauscher formerly William R Hough and Company. WORK ORDER FOR FINANCIAL ADVISORY SERVICES MASTER CONTRACT NAME: Financial Advisor,( Contract DATE CONTRACT WAS APPROVED: February 10, 2004 WORK ORDER NO: g2 DATE: 08/26/04 DESCRIPTION: Phase 2- Bonds 1. Prepare a comprehensive plan for the offering of bonds, taking into consideration federal arbitrage regulations and other legal parameters, presenting financing alternatives, evaluating debt capacity, evaluate future flexibility and vulnerability to market conditions, estimating financing cost and setting forth various structuring alternatives. 2. Consult with Moody's, Standard & Poor's or Fitch with regard to the proposed financing, attend meetings and participate in those meetings. 3. Prepare a time schedule coordinating the actions of the CRA and other members of the bond working group, estimating the date of the sale of bonds and availability of the proceeds. The Financial Advisor may be asked to consult with the bond-working group to select the Investment Banker Services associated with the Tax Increment Bond Financing. 4. Assist in the preparation of materials for presentations to rating agencies and assist in obtaining the most favorable rating possible. 5. Provide assistance and recommendations with the selection of ancillary service providers such as registrar, trustee, bond counsel and printer. 6. Advise on the appropriate timing of the bond sale, terms and conditions of the sale including maturity schedule, underwriter discounts, advising on redemption provisions, provide interest rate bidding requirements and basis for award. 7. Advise the CRA as to the advantages and disadvantages of a negotiated versus a public sale of bonds. 8. Provide CRA Bond Counsel with information regarding bond structure necessary for the drafting of the authorizing bond resolution or ordinance and validation documents. 9. Act as a liaison with CRA Bond Counsel and coordinate other professionals providing information in connection with the proposed financing. 10. Assist the staff and disclosure counsel in preparation of the comprehensive official statement of the bonds in conformance with full disclosure guidelines and arranging for its printing. 11. Provide the following work products for each competitive and negotiated debt offering; Presale Analysis, Post sale Analysis, Rating Agency Presentation outlines and other such analysis, cash flow projections and materials necessary for financial planning and bond sale purposes. 12. Assist with bond-closing details including coordination with bond counsel in order to ensure delivery in the shortest possible time frame. 13. Furnish prompt, complete reinvestment analysis so that maximum earnings will result for investing bond proceeds, in addition to assisting staff with establishing a schedule for drawdown of funds, if any. 14. Provide the CRA with bond and interest records showing required semiannual payments and other information relevant to the completed financing. AUTHORIZATION TO PROCEED: Execution ~f this Work Order by the Boynton Beach Community Redevelopment Agency (the "CRA") shall serve as authorization for William R. Hough & Co. (hereinafter, the "Financial Advisor") to provide professional services for the above Project. Whenever the Work Order conflicts with the Financial Advisory Services Agreement dated as of February 19, 2004 (the "Agreement"), such Agreement shall prevail. ,00O2 TIME FOR COMPLETION: The Financial Advisor shall use its best efforts to substantially complete the Work Order No//2 on or before; MARCH 1, 2005. COMPENSATION: Payment to the Financial Advisor shall be made by the CRA in accordance with the payment terms set forth in the Agreement. This Work Order is issued on an: [ ] Hourly Rate Method [X] Another Method pursuant to the Agreement as described below. If this Work Order is issued on an Hourly Rate Method, the Financial Advisor shall perform all work required by this Work Order and will be compensated based on the hourly fee schedule set forth in the Agreement, plus reimbursable out-of-pocket expenses. b. If this Work Order is issued on another Method pursuant to the Agreement, such Method is specified as follows: 1. Minimum fee of $15,000 per transaction 2. Par Amount of Bonds Issued Fee Per $1,000 First $0 - $15,000,000 $1.50 $15,000,000 - $25,000,000 $1.35 $25,000,000 - $50,000,000 $1.25 $50,000,000 - $100,000,000 $1.00 $100,000,000 and above $0.75 There shall be a surcharge of $5,000 for competitive sales and/or refunding. In the capacity of placement and/or pricing agent of interest rate swaps or derivative products, William R. Hough & Co. will charge a fee of 0.05% of the weighted average balance to be swapped each year, discounted at a taxable yield, with a cap to be negotiated on each transaction reflecting the complexity and risk associated with such transactions. For the reinvestment of bonds proceeds, we will be charged a fee of 3 basis points computed on the same basis as described in the previous sentence. For the preparation of the bid solicitation and review of bids received for securities to be purchased for escrow accounts, guaranteed investment agreement and other investments, the Financial Advisor shall be paid a placement Fee of five basis points (.05%) of the weighted average balance to be invested each year of the agreement, discounted at a taxable yield by the Agreement Provider on behalf of the Issuer. The Financial Advisor shall be reimbursed for all out-of-pocket expenses in connection with work preformed for the CRA. Travel expense reimbursement shall comply with the State of Florida's policy for reimbursement of City Employees. Any compensation for work performed on the Project will not exceed this amount without prior written authorization of the CRA. It is expressly understood by the Financial Advisor that this Work Order, until executed by the CRA, does not authorize the performance of any service by the Financial Advisor. 6003 IN WITNESS WHEREOF, the parties hereto have made and executed this Work Order as of the date first above written. WILLIAM R. HOUGH & CO. B OYNTON BEACH COMMUNITY REDEVELOPMENT AGENCY By: By: Julie A. Turner, First Vice President Jeanne Heavilin MEMO TO: CRA FROM: Douglas Hutchinson SUBJECT: Consideration of Retention of Existing City of Boynton Beach Bond Counsel Mark Raymond for CRA Bond Counsel DATE: August 28, 2004 The CRA Board reviewed the proposed CRA 2004/2005 Budget at the Workshop held on August 26, 2004. The CRA Board gave direction for changes to the proposed 2004/2005 Budget, which included the Financial Planning instruments need to complete the CRA Projects and Programs. To this end Staff has spoken to Legal Counsel Lindsey Payne, .who in turn has spoken to Jim Cherof, City of Boynton Beach Attorney and Mark Raymond, City of Boynton Beach Bond Counsel regarding issues of conflict of interest and procurement procedures. It has been determined that the CRA can use the City of Boynton Beach Bond Counsel Mark Raymond. Additionally, due to the fact that the City of Boynton Beach will be giving the CRA a City backup pledge, securing the same Bond reduce the time and cost of the Bond Counsel services. Staff is recommending the retention of Mark Raymond for CRA Bond Counsel services. 68O5 MOyLE, FLANIGAN, KATZ, RAYMOND & SHEEHAN, P.A. ATTORNEYS AT LAW 625 North Flagler Drive - 9~h Floor West Palm Beach, Florida 33401-4025 Telephone: (561) 659-7500 Facsimile: (561) 659-I 789 MARK E. RAY/VlOND Direct Line: (561) 822-0380 E-mail: mraymond(~moylelaw corn Tallahassee Office (850) 681-3828 Wellington Office (56 I) 227-1560 September 10, 2004 Boynton Beach Community Redevelopment Agency 639 East Ocean Avenue, Suite 103 Boynton Beach, Florida 33435 Attention: Douglas Hutchinson, Executive Director Re: Bond Counsel Ladies and Gentlemen: We have agreed to serve as bond counsel in connection with the issuance by the Boynton Beach Community Redevelopment Agency (the "Issuer") of proposed tax increment revenue bonds (the "Bonds") to finm~ce the cost of certain community redevelopment projects of the Issuer (the "Project").. Ihe put'pose of this letter is to set forth our role and responsibi.lities as bond counsel with respect to the financing. Bond counsel is engaged as a recognized expert whose primmy responsibility is to render an objective legal opinion with ~espect to the authorization and issuance of the Bonds. As bond counsel, we will: exmnine applicable law; prepare the resolution(s) authorizing and securing the Bonds (the "Resolution"), such other documents as may be required by the financing or which we deem necessary for rendering our opinion and the forms of such closing documents, certifications, and opinions of counsel as may be required by the terms of the financing and applicable federal and state laws; c. prepat'e the preliminary and final official statements for the Bonds; at-tend meetings of the governing board of the Issuer m~d of the City Commission of the City of Boynton Beach, Florida and assist staff of the Issuer in PreParing for the issuance of the Bonds; and e. undertake such additional duties as necessary for us to render our opinion. Subject to the completiOn of Proceedingsto our satisfaction, we will render our' opinion that, 6006 September 10, 2004 Page 2 mnong other things: the Issuer is duly created and validly existing as a community redevelopment agency of' the State of Florida, with authority to adopt the Resolution, perform the agreements on its part contained therein and issue Bonds; the Resolution has been duly adopted by the Issuer and constitutes a valid and binding obligation of the Issuer enforceable against the Issuer; the Resolution creates a valid lien on the funds or assets pledged by the Resolution for the security the Bonds; the Bonds have been duly authorized, executed and delivered by the Issuer and are valid and binding obligations of the Issuer, payable f~om the sources as provided in the Resolution; the interest on the Bonds will be excluded from gross income for federal income tax purposes and the Bonds and the interest thereon are exempt from present intangible personal property taxes of Florida; and if appropriate, the Bonds have been duly designated by the Issuer as "qualified tax exempt obligations" for purposes of Section 265 of the Internal Revenue Code (the "Code").. The opinion will be executed and delivered by us in writlen form on the date the Bonds are exchm~ged fol' their purchase price (the "Closing") and will be based upon facts and law existing as of that date. Upon delivery of the opinion, our responsibilities as bond counsel would be concluded with respect to this financing. In rendering our opinion we will rely upon certified proceedings and vaitten representations of the Issuer without undertaking to veal .fy the factual accuracy of the same by independent investigation.. We will not review the financial condition of the Issuer, the feasibility of the Project, or the adequacy of security provided to Bondowne~s, and we will express no opinion relating thereto, While serving as bond counsel, our client will be the Issuer and we will represent its interests. We also sec'ye as bond counsel to the City of Boynton Beach and we will represent its interests as well; it is anticipated that the City may guarantee the payment of debt service on the bonds. We assume that the other parties to the transaction will be represented by their own counsel and suggest that other parties to the transaction retain such counsel as they deem necessary and appropriate to represent their interests in this transaction. It is anticipated that the bond issue will be in the range of $-t-?;O00;O00'in principal amount. While our fee as bond counsel will be based on the time spent Working on the matte~; the complexity of the legal issues involved and the amount of debt issued, we anticipate that our' fee as bond counsel September 10, 2004 Page 3 will be $41,000.00, plus out-of-pocket expenses. Our' fee will only be due and payable at Closing, and we will not be paid any fee except at Closing. If the foregoing terms are acceptable to the Issuer, please so indicate by returning a copy of this letter-signed by an appropriate officer, retaining the original for yom' files. I look forward to working with you. Very truly yours, Accepted this ~ day of September, 2004. Boynton Beach Community Redevelopment Agency By: Title: 6008 V. Public Audience Any person who decides to appeal any decision of the Community Redevelopment Board with respect to any matter considered at this meeting 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 furnish 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. VI. Public Hearing Any person who decides to appeal any decision of the Community Redevelopment Board with respect to any matter considered at this meeting 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 furmsh appropriate auxiliary aids.and serViceS~where necessary to afford an individual with a disability an equal oppormmty 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. 6013 DEVELOPMENT DEPARTMENT PLANNTNG & ZONI'NG DI'VI'SI'ON MEMORANDUM NO. PZ 04-213 TO: FROM: THROUGH: DATE: PRO.1ECT NAME/NUMBER: Chair and Members Community Redevelopment Agency Board and City Commission Eric Lee .lohnson, AICP C~.~/ Planner Michael W. Rumpf Director of Planning and Zoning August 31, 2004 Edward Medical Office Building LUAR 04-008 and ANEX 04-004 Property Owner: Applicant/Agent: Location: Existing Land Use: Existing Zoning: Proposed Land Use: Proposed Zoning: Proposed Use: Adjacent Uses: North: PR03ECT DESCRIPTZON Mr. Hany Edward Mr. Hany Edward West side of South Federal Highway, approximately 350 feet south of the intersection of Old Dixie Highway and South Federal Highway (Exhibit "A" - Location Map) CH/5 Commercial High Intensity (Palm Beach County) CG General Commercial (Palm Beach County) Local Retail Commercial (LRC) Community Commercial (C-3) To annex the 0.72-acre parcel, to reclassify its land use to Local Retail Commercial (LRC), and rezone to Community Commercial (C-3) in order to construct an 11,957 square foot medical office building. Developed commercial property with a Local Retail Commercial (LRC) land use classification, zoned Community Commercial (C-3); 6014 Page 2 Edward Medical Office Builidng File Numbers: ANEX 04-004 and LUAR 04-008 South: Developed commercial property classified as Palm Beach County Commercial High / Medium Residential MR-5 (:CH / 5) land use and zoned Palm Beach County General Commercial (CG); East: Right-of-way for South Federal Highway, then farther east is undeveloped residential property (future Waterside residential development by Southern Homes, [nc.) with a Special High Density Residential (SHDR) land use classification, zoned [nfill Planned Unit Development ([PUD); West: Developed residential property classified as Palm Beach County Medium Residential (5 units per acre - RM/5) land use and zoned Palm Beach County Residential Multi-family (RM). EXECU'DWE SUMMARY Staff recommends approval of the requested annexation / land use amendment / rezoning for the following reasons: The requested annexation is consistent with the objectives of the City's annexation program, which emphasizes the annexation of enclaves, and relevant policies in the Comprehensive Plan; 2. The requested land use and zoning are consistent with respective current designations in unincorporated Palm Beach County; 3. The requested change would help to further provide an economic contribution to both the neighborhood and to the City. PROPERTY OWNER NOTZFICATZON Owners of properties within 400 feet of the subject annexation / land use amendment / rezoning were mailed a notice of this request and its respective hearing dates. The applicant certifies that they posted signage and mailed notices in accordance with Ordinance No. 04-007. pRO3ECT ANALYSIS A land use amendment can be defined as a change to the City's Comprehensive Plan that seeks to modify the text of the adopted goals, objectives, and / or policies contained within the Plan. Also, an amendment can be described as a change to the Future Land Use Map. Amendments to the Comprehensive Plan are divided into two (2) separate processes, namely large-scale and small-scale text amendments. The process by which to review a petition is determined by the size of the parcel with 10-acres being the threshold. The subject property is 0.72 acre, which is smaller than the 10-acre threshold and therefore eligible for the small-scale amendment process. Small-scale text and Map amendments do not require the Florida Department of Community Affairs (DCA) to review for compliance with state and regional plans prior to its adoption by the City. This means that the proposed amendment, if desired by the city, would 6015 Page 3 Edward Medical Office Builidng File Numbers: AND( 04-004 and LUAR 04-008 be adopted first, and then subsequently forwarded to the DCA for their records ("large-scale" amendments are not adopted until following consistency review by the DCA). The proposed small-scale amendment / rezoning application is being reviewed concurrently with an accompanying request for annexation (ANEX 04-004). The subject property's current land use classification is CH/5 Commercial High Intensity (Palm Beach County). The Palm Beach County Future Land Use Atlas contains 42 different "commercial" land use classifications. By contrast, the City of 8oynton 8each Future Land Use Map contains only three (3) different "commercial" categories of land use classifications. The applicant is requesting to annex into the City to utilize the Local Retail Commercial (LRC) land use classification and the Community Commercial (C-3) zoning district. The proposed land use classification (LRC) is the city's equivalent to the County's CH/5 land use classification, in terms of the allowable uses and respective intensities. Therefore, the requested land use amendment/ rezoning application would be consistent with Chapter 2, Section 9.C.2(2) of the Land Development Regulations. Since this is the case, the request is relatively straighforward and would not require an evaluation of the eight (8) criteria against which rezoning applications are normally reviewed, as outlined in Chapter 2, Section 9.C. 7 of the Land Development Regulations. Instead, staff analysis will relate to consistency with other relevant portions of the Comprehensive Plan, the city's annexation program and service capability. The only policy in the Comprehensive Plan that would be pertinent to this request for annexation / land use amendment / rezoning would be Policy 8.10.4, which states the following: The City shall coordinate w/th Palm Beach County regarding the prevent/on of enclaves, pocket~, or other undesirable/and conEgurat/ons adjacent to, or/n the proximity to, corporate//m/ts, pr/or to annexab'on of any parcels into the City. Basically, this Policy requires the establishment of an annexation program, promotes orderly annexation, and prohibits the creation of new enclaves. The annexation of the subject property will further the efforts of the annexation program through reduction in the number of enclave properties. State annexation law allows the annexation of enclaves that are less than 10 acres through an inter-local agreement with the County without the consent of the property owners. Currently, objectives of the annexation program include annexing all enclaves less than 10 acres, and to incrementally annex enclave properties with the intent to reducing them below the lO-acre threshold. Therefore, the annexation of this parcel is consistent with the only policy within the Comprehensive Plan regarding annexation. The subject property lies within Planning Area #1 - Coastal Area, as defined by Section VIii Land Use Problems and Opportunities of the 1989 Comprehensive Plan. Sub-section 1.q. of Planning Area #1 states the following: Ex/sting land uses along the U.S. 1 frontage are predom/nate/y retail; consequently a £oca/ Retail Commercial (LRC) /and use des/gnab'on and Community Commercial (C-3) zoning category are appropriate, both for Iot~, which are presently/n the City, and those, which will be annexed. 6016 Page 4 Edward Medical Office Builidng File Numbers: ANEX 0~,-004 and LUAR 04-008 The requested land use and zoning is consistent with the recommendations of Section VIII Land Use Problems and OpportuniUes, sub-section 1.q., found in the support documents for the 1989 City Of Boynton Beach Comprehensive Plan for properties to be annexed within this vicinity. In connection with previous annexation studies, city departments most affected by annexations (e.g. Police, Fire, and Public Works), have been surveyed for issues related to service capability and costs. All opinions previously collected from these departments supported the incremental annexation of enclaves. These opinions have been based on the following: 1. The enclaves are all immediately adjacent to areas within the city that currently receive urban services; 2. Ample service capacity exists to serve adjacent unincorporated properties; and 3. Host enclaves currenUy receive service from the city via the mutual aid agreement (Police and Fire / EMS only); With respect to impact upon roadways, the Palm Beach County Traffic Division has reviewed the project and determined that it meets Traffic Performance Standards of Palm Beach County. The Police and Fire Departments report that this project has been reviewed for potential service impacts and availability, and based on the planned office use, it has been determined that services allocated to, or existing within the area are adequate to provide the project with a necessary level of service. However, with respect to potable water and wastewater utilities, the review of the proposed site plan (which is being reviewed concurrently with this peUUon) identified the absence of potable water lines directly accessible to the subject property. As part of site plan approval, the water line shall be extended in order to access to city utilities. The review of the site plan application has been delayed to allow for project engineers to evaluate and address this situation. The project would Ue in to an existing four (4)-inch sanitary sewer line. CONCLUSZONS / RECOIVlHENDATXONS As indicated herein, this request is consistent with the intent of the Comprehensive Plan; would not create additional impacts on infrastructure that have not been anticipated in the Comprehensive Plan; would be compatible with adjacent land uses and would contribute to the overall economic development of the City. Therefore, staff recommends that the subject request be approved. If conditions of approval are recommended by the Community Redevelopment Agency Board or required by the City Commission, they will be included as Exhibit "B" - Conditions of Approval. ATTACHMENTS S:~Planning~S HAI~D\WP~PRO JECTS~c~dwnrd Med/cal O ffice~LUAR 04-008~Staff Re,on.doc 6017 EDWARD MEDICAL OFFICE LOCATION MAP EXHIBIT A HDR LRC IR-5 SHDR CH/5 LRC LEGEND .mmu, City Boundary Land uses: LRC - Local Retail Commercial HDR - High Density-Residential 8HDR . Special High Density Residential MR-5 CH/5 · Medium Residential (county) - Commercial High, w/underlying MR-5 (county) CH/5 $ TO: FROM: THROUGH: DATE: PRO.1ECT NAME/NUMBER: REQUESTS: DEVELOPMENT DEPARTMENT PLANNZNG &ZONtNG DI~SZON MEMORANDUM NO. PZ 04-219 Chairman and Members Community Redevelopment Agency Board Mayor and ~sion Dick Hudsof~/AICP Senior Planner Michael W. Rumpf Director of Planning and Zoning September 1, 2004 Gulfstream Gardens (ANEX 04-003-LUAR 04-004) · Annex a 4.8-acre portion of the property consisting of 9.99 acres; · Amend the future land use designation from CH/5 (Palm Beach County), General Commercial and Local Retail Commercial (City of Boynton Beach) to Special High Density Residential; and · Rezone the property from CG Commercial General (Palm Beach County), C-4 General Commercial and C-3 Community Commercial (City of Boynton Beach) to' PUD Planned Unit Development. Property Owners: Applicant/Agent: Location: Parcel Size: Existing Land Use: PRO3ECT DESCRZPTZON Multiple owners, including: Broward Pump and Supply Gulfstream Gardens, LLC Peters Development & Managem. ent, ]:nc. Bentley CKS, ]:nc. Arthur E. Parsons, .lr. & Arthur E. Parsons, I]:I Gulfstream Gardens, LLC/Bradley Miller, Miller Land Planning Consultants, ]:nc. West side of Federal Highway, approximately 1/, mile north of Gulfstream Boulevard (Exhibit "A'O 9.99 acres Commercial High/5 (Palm Beach County); General Commercial and Local Retail Commercial (Boynton Beach) 6019 Page 2 File Number: LUAR 04-004 Gulfstream Gardens Existing Zoning: CG Commercial General (Palm Beach County); C-4 General Commercial and C-3 Community Commercial (Boynton Beach) Proposed Land Use: Special High Density Residential (SHDR) Proposed Zoning: PUD Planned Unit Development Proposed Use: Multi-family Residential Community Adjacent Uses: North: Developed commercial (Service Electric) in unincorporated Palm Beach County designated CH~5 (Commercial High Intensity with an underlying 5 units per acre residential) and zoned CG- Commercial General South: Developed commercial (self-storage) designated Local Retail Commercial (LRC) and zoned C-3 Community Commercial East: Right-of-way of Federal Highway, then developed commercial and vacant land in unincorporated Palm Beach County designated CH/5 and zoned CG West: Rights-of-way of Old Dixie Highway and FEC Railroad, then vacant land (Seacrest Scrub) designated Conservation (CON) and zoned REC Recreation EXECUTE SUMMARY Staff recommends approval of the requested land use amendment and rezoning for the following reasons: The requested annexation and land use amendment is consistent with the Comprehensive Plan, and in particular with policies that support annexation of enclaves and reduction of land for commercial use; 2. The requested land use amendment and rezoning will allow the development of a project that will benefit the city, both fiscally and esthetically; 3. The requested change would help to further provide an economic contribution to both the neighborhood and to the City, and; 4. There is a long-standing lack of demand for retail commercial land in the vicinity and a high proven demand for residential land use in the Federal Highway corridor. Page 3 File Number: LUAR 04-004 Gulfstream Gardens BACKGROUND When the Comprehensive Plan was adopted in 1989, the City included policies dealing with the future annexation of properties adjacent to its boundaries. One of the City's policies is to reduce existing enclaves through voluntary annexation. Palm Beach County has been generally supportive of this policy, since providing services to these enclaves is difficult for the County, and in fact, they rely on the City, through interlocal agreements, to provide emergency services. ]:t was envisioned that the properties along the Federal Highway Corridor south of the intersection of Old Dixie Highway, including the subject parcels, would eventually be annexed into the City and form a retail-oriented corridor, consistent with the land use designations and zoning categories assigned by both the City and Palm Beach County and in effect at that time. For example, the "Problems and Opportunities" section of the support documents suggested that an appropriate use in this area would be new car dealerships. Over the past several years, the City has seen a shift from the perpetuation of small commercial uses along the corridor to residential uses, particularly those with densities greater than 10.8 units per acre. Higher density development was facilitated by the City's Comprehensive Plan through the establishment of the Special High Density Residential classification, intended to support redevelopment in the coastal area. This type of development furthered the pattern that existed in the corridor, south of Woolbfight Road, before the adoption of the current Comprehensive Plan. At the time of its adoption, there were already 4 developments that exceeded 10.8 du/ac with densities ranging from 21 du/ac (Colonial Club) to 32.2 du/ac (Seagate). The shift has served to replace marginal and sub-standard commercial uses with residential projects that have enhanced the esthetics of the corridor, as well as the City's tax base. The remaining viable neighborhood-serving commercial uses are being concentrated into nodes located at major intersections along Federal Highway--Woolbright Road, Gulfstream Boulevard, and Old Dixie Highway. The request for a land use amendment and rezoning for the subject property continues this trend. f4ASTER PLAN ANALYSIS Under its present land use the property could be developed for the range of commercial uses permitted within the existing Local Retail Commercial designation. This land use designation also allows rezoning to the PUD zoning district at a density of 10.8 dwelling units per acre for a total of 107 units. The developer is requesting a change of land use to the Special High Density Residential classification to develop 199 condominium units and accessory amenities. Generally, when a PUD is to be developed in a single phase, a Site Plan approval application is submitted concurrent with the rezoning application, which can fulfill the requirements for both a site plan and master plan. In this instance, the developer has chosen to submit a Master Plan. Master Plans give general information about a proposed development through graphics and tabular data, but are not so specific as to describe exact placement of buildings, architectural design or proposed colors, and parking and landscaping details. These details are required elements of a site plan application, which will be subsequently filed for this project. The principal elements of a master plan consist of density, unit types, setbacks, access and circulation and infrastructure sources and needs. 6021 Page 4 File Number: LUAR 04-004 Gulfstream Gardens Staff has determined that the layout of the buildings, the proposed recreation amenities, the internal circulation and the allocation of parking are in a configuration that creates a pedestrian- friendly development that provide the feel of a neighborhood. Major access to the development is from Federal Highway, with secondary access provided from Old Dixie Highway. Federal Highway medians restrict access to the property to a right-in/right out entrance. The two buildings fronting on Federal Highway, one a three-story 6 unit building and the other a two-story 11 unit building, have a minimum of 25 feet of setback/buffer from the property line. Buildings have 10 feet of setback/buffer from side and rear property lines. Garage buildings on the north and south property lines show setback/buffers of 2.5 feet. Buildings types are two and three stories and provide for a mix of fee simple townhomes and residential condominium units. Buildings on the sides and rear of the property are two-story. One two-story building and one three-story building front on Federal Highway, Maximum height of any building is shown at 45 feet. Parldng spaces are provided either as first-floor garages, in detached garage spaces or uncovered surface spaces. Tabular data shows that 398 spaces are required and 417 are to be provided. Proposed recreation amenities include two swimming pools, one adjacent to a clubhouse and one adjacent to a cabafia. A third, passive recreation area, is a landscaped courtyard with a central water feature. PRO.1ECT ANALYSIS The parcels, which are the subject of this land use amendment, total 9.99 acres. Because of the size of the property under consideration, the Florida Department of Community Affairs classifies this amendment as a "small scale" amendment. A "small-scale" amendment is adopted prior to forwarding to the Florida Department of Community Affairs and is not reviewed for compliance with the state, regional and local comprehensive plans prior to adoption. The criteria used to review Comprehensive Plan amendments and rezonings are listed in the Land Development Regulations, Chapter 2, Section 9, Administration and Enforcement, Item C. Comprehensive P/an Amendments: Rezonings. These criteria are required to be part of a staff analysis when the proposed change includes an amendment to the Comprehensive Plan Future Land Use Nap. Pursuant to Section 9.C.2(2) of the Land Development Regulations, staff is not required to review the petition against the eight (8) criteria by which land use amendments and rezonings are to be reviewed as indicated in Section 9.C.7. where the proposed zoning is consistent with zoning or land use recommendations contained in the Comprehensive Plan. Usually in those instances, staff analysis relates only to consistency with other relevant portions of the Comprehensive Plan, the city's annexation program and service capability. ]:n this instance, however, the analysis serves to strengthen the case for requesting a land use different from that of abutting properties. am Whether the proposed rezoning would be cons/stent with applicable comprehensive plan po#des including but not limited to, a prohibition against any increase in dwelling unit density exceeding 50 in the hurricane evacuation zone without written approval of the Palm Beach County Emergency Planning Division and the City's risk manager. The planning department shall also recommend limitations or 6022 Page 5 File Number: LUAR 04-004 Gulfstream Gardens requirements, which would have to be imposed on subsequent development of the property, in order to comply with poi/c/es contained in the comprehensive plan. The subject property is located on the west side of Federal Highway and therefore is not in the hurricane evacuation zone; however, it is staff's recommendation that the developer provide a mechanism to disseminate conUnuing information to residents concerning hurricane evacuation and shelter locations through the homeowners' or residents' association that will be established. Over the past several years, the City has seen a shi~ from the perpetuation of small commercial uses along the corridor to residential uses, particularly those with densities greater than 10.8 units per acre. Higher density development was facilitated by the City's Comprehensive Plan through the establishment of the Special High Density Residential classificaUon, intended to support redevelopment in the coastal area. Land use amendments and rezonings, which change designations from commercial uses to residential uses, are particularly consistent with two policies in the Comprehensive Plan: "Policy 1.1Z 1 The City shall continue to discourage add/t/bna/commercial and industrial uses beyond those which are currently shown on the Future Land Use Nap, except where access is greatest and impacts on res/dent/a//and uses are /east';' and "Po/icy 1.19.7 The City shall continue to change the land use and zoning to permit only res/dent/a/or other non-cornrnerda/ uses in areas where the demand for comrnercia/ uses will not increase, particularly/n the Coastal Area." The subject property is located in Planning Area V (Entrances to the City) in the Federal H(qhway Corridor Community Redevelopment P/an, which was adopted by the City on May 16, 2001. The plan's recommendations for this planning area include the following: "Encourage a variety of housing. Develop intensity standards that allow for a variety of housing styles and types at intensities that will assist in supporting the downtOwn area and general economic expansion." (p. 80); and "Require a transition to the adjacent gateway neighborhoods. Create development standards in the city entrance communities that establish a logical transition to the gateway communities. Building scale, massing and placement should be less intense than that of the adjacent planning areas, but substantial enough to announce an arrival in the City." (p. 81) In concert with the recommendations cited, the residenUal density of the proposed development, and elimination of "strip" commercial areas in this vicinity will help support the downtown commercial core, as well as recognized commercial nodes in the corridor. In addition, it is proposed at a scale and massing that will provide a transition into the downtown area, where development standards allow greater densities_ and more intense massing of buildings. 6O23 Page 6 File Number: LUAR 04-004 Gulfstream Gardens Whether the proposed re. zoning would be contrary to the established land use pattern, or would create an isolated d/strict unrelated to adjacent and nearby districts, or would constitute a grant of spec/al privilege to an individual property owner as contrasted w/th the protect/on of the public welfare. The changing development pattern in the Federal Highway corridor has seen an increase in the number of residential developments with densities greater than 10.8 du/ac. This type of development furthers the pattern that existed in the corridor, south of Woolbright Road, before the adoption of the current Comprehensive Plan. At the time of its adoption, there were already 4 developments that exceeded 10.8 du/ac with densities ranging from 21 du/ac (Colonial Club) to 32.2 du/ac (Seagate). The shift in the development pattern has served to replace marginal and sub-standard commercial uses with residential projects that have been an enhancement to the esthetics of the corridor, as well as the City's tax base, supporting existing commercial nodes and the downtown core. Additionally, the requested map amendment and rezoning would serve to increase the range of housing opportunities available in the redevelopment area. c. Whether changed or changing condit~bns make the proposed rezon/ng desirable. The request for conversion of parcels designated for commercial uses to Special High Density Residential for condominium and townhouse development has become more prevalent in the Federal Highway corridor in the last four years. Often the conversion serves to remove marginal, and sometimes undesirable, commercial uses. This changing condition serves to make the proposed rezoning desirable. d. Whether the proposed use would be compatible with u~'/ity systems, roadways, and other pub#c faci#ties. According to the applicant, the City of Boynton Beach already provides water and sewer service to the property; however, the demands for these services would greatly increase with the change in use. Estimates supplied by the applicant show that the full development potential demand for water and sewer under the present designation would be calculated at 0.125 gallons per day per square foot. With a development potential of 152,307 square feet of commercial development, the demand would be 19,038 gallons per day for each water and sewer. (The estimate for potential square footage developable on the site is less than the maximum possible, since the applicant used 0.35 Floor Area Ratio (FAR), when in actuality, the maximum FAR is 0.50.) Developed with 199 residential units, each unit housing 2.39 persons, the demand for water would increase to 86,561 gallons per day (based on 182 gallons per capita per day) and 49,939 gallons per day sewer capacity (based on 105 gallons per capita per day.) These estimates do not consider the demands from residents of the mobile home park, currently located on the property. ]:n estimating potential traffic generation under the commercial designation, the applicant used 0.35 FAR, and projects a maximum daily traffic generation of 5,211 trips, compared to 1,393 maximum trips per day, if developed with 199 dwelling units. Under the Palm Beach County Traffic Performance Standards Ordinance, residential projects located east of 1-95 are exempt from meeting Level of Service Standards of the Ordinance. 602.4 Page 7 File Number: LUAR 04-004 Gulfstream Gardens Public School Concurrency Determination is not required as a part of the Land Use Amendment process, but is required in conjunction with a rezoning/site plan application. The School District has estimated that the project will generate 16 elementary school students, 12 middle school students, and 8 high school students. All impacted schools in Concurrency Service Area where the project is located, are operating below maximum capacity, therefore, concurrency is not an issue. With respect to solid waste, the Palm Beach County Solid Waste Authority has stated that adequate capacity exists to accommodate the county's municipalities throughout the 10-year planning period. Lastly, drainage will be reviewed in detail as part of the site plan approval process, and must satisfy all requirements of the city and local drainage permitting authorities. Whether the proposed rezoning would be compare'hie with the current and future use of adjacent and nearby properb'es, or would affect the property values of adjacent or nearby properties. The proposed rezoning will be compatible with adjacent and nearby properties, and will only serve to increase the value of these properties. While the properties both north and south of the subject property are commercially zoned, the uses (self-storage to the south and a retail lighting store to the north) are of relatively Iow intensity and neither the existing commercial uses nor the proposed residential use will have a detrimental effect on the other. Whether the property is physically and econorn/ca/ly developable under the existing zoning. Portions of the property are currently vacant and portions are developed with small commercial uses, a church and a mobile home pa. rk. Most probably the entire property could be · redeveloped; however, with annexation of almost half of the property into the City, the Palm Beach County zoning must be changed to a City of Boynton Beach zoning district. The C-3 Community Commercial district would most nearly correspond with Palm Beach County's Commercial General zoning district, and the portion of the property fronting on Federal Highway could be developed under C-3 Community Commercial zoning. The remaining portion of the property fronting on Old Dixie Highway could also be redeveloped under C-4 General Commercial zoning. It is unlikely, however, that a commercial tract of almost 10 acres would be physically or economically viable. g. Whether the proposed rezoning is ora scale which is reasonably related to the needs of the neighborhood and the city as a whole. The requested land use amendment and rezoning present the opportunity for redevelopment in a highly visible entrance corridor to the City and will also support the current trend toward greater residential uses in this area, economic revitalization, and downtown redevelopment. 6025 Page 8 File Number: LUAR 04-004 Gulfstream Gardens h. Whether there are adequate sites elsewhere in the city for the proposed use, in districts where such use is already allowed. In accordance with the definition of the Special High Density Residentialland use designation in Policy :[.16.1 of the Future Land Use Element, residential densities of 20 du/ac are permitted in the Federal Highway corridor to encourage infill development and redevelopment. There are a limited number of sites elsewhere in the city where residential development could occur at a density of :[0.8 du/ac; however, those sites do not offer the opportunity for redevelopment and infill development that this location affords. Nor would development of those available sites serve to promote the goals of the Community Redevelopment Agency and the Federal Highway Corridor Community Redevelopment Plan. CONCLUS];ONS/RECOI414ENDAT~ONS /~s indicated herein, this request is consistent with the intent of the Comprehensive Plan; will not create additional impacts on infrastructure that have not been anticipated in the Comprehensive Plan; will be compatible with adjacent land uses and will contribute to the overall economic development of the City. Therefore, staff recommends that the subject request be approved. If conditions of approval are recommended by the Community Redevelopment Area Board or required by the City Commission, they will be included as Exhibit ATTACH M ENTS S:\Plannlng~SHARED\WP~PRO3ECTS\Gulfsb'eam Gardens' LUAR 04-O04\5-1'AFF REPORT NEW,doc (~)26 TO: FROM: THROUGH: DATE: PRO.1ECT NAME/NUMBER: REQUESTS: DEVELOPMENT DEPARTMENT PLANNING & ZONING DZVZSION MEMORANDUM NO. PZ 04-2:!.9 Chairman and Members Community Redevelopment Agency Board Mayor and ~sion Dick HudsoN?', A~CP Senior Planner~,-~,'/~,[~' ;~ Michael W. Rumpf-- Director of Planning and Zoning September 1, 2004 Gulfstream Gardens (ANEX 04-003-LUAR 04-004) · Annex a 4.8-acre portion of the property consisting of 9.99 acres; · Amend the future land use designation from CH/5 (Palm Beach County), General Commercial and Local Retail Commercial (City of Boynton Beach) to Special High Density Residential; and · Rezone the property from CG Commercial General (Palm Beach County), C-4 General Commercial and C-3 Community Commercial (City of Boynton Beach) to 'PUD Planned Unit Development. Property Owners: Applicant/Agent: Location: Parcel Size: Existing Land Use: PRO3ECT DESCRZP'rZON Multiple owners, including: Broward Pump and Supply Gulfstream Gardens, LLC Peters Development & Management, ]:nc. Bentley CKS, ]:nc. Arthur E. Parsons, ,lt. & Arthur E. Parsons, Gulfstream Gardens, LLC/Bradley Miller, Miller Land Planning Consultants, Inc. West side of Federal Highway, approximately 1/4 mile north of Gulfstream Boulevard (Exhibit 9.99 acres Commercial High/5 (Palm Beach County); General Commercial and Local Retail Commercial (Boynton Beach) Page 2 File Number: LUAR 04-004 Gulfstream Gardens Existing Zoning: CG Commercial General (Palm Beach County); c-4 General Commercial and C-3 Community Commercial (Boynton Beach) Proposed Land Use: Special High Density Residential (SHDR) Proposed Zoning: PUD Planned Unit Development Proposed Use: Multi-family Residential Community Adjacent Uses: North: Developed commercial (Service Electric) in unincorporated Palm Beach County designated CH/5 (Commercial High 1intensity with an underlying 5 units per acre residential) and zoned CG- Commercial General South: Developed commercial (self-storage) designated Local Retail Commercial (LRC) and zoned C-3 Community Commercial East: Right-of-way of Federal Highway, then developed commercial and vacant land in unincorporated Palm Beach County designated CH~5 and zoned CG West: Rights-of-way of Old Dixie Highway and FEC Railroad, then vacant land (Seacrest Scrub) designated Conservation (CON) and zoned REC Recreation EXECUTIVE SUMMARY Staff recommends approval of the requested land use amendment and rezoning for the following reasons: The requested annexation and land use amendment is consistent with the Comprehensive Plan, and in particular with policies that support annexation of enclaves and reduction of land for commercial use; 2. The requested land use amendment and rezoning will allow the development of a project that will benefit the city, both fiscally and esthetically; 3. The requested change would help to further provide an economic contribution to both the neighborhood and to the City, and; 4. There is a long-standing lack of demand for retail commercial land in the vicinity and a high proven demand for residential land use in the Federal Highway corridor. Page 3 File Number: LUAR 04-004 Gulfstream Gardens BACKGROUND When the Comprehensive Plan was adopted in 1989, the City included policies dealing with the future annexation of properties adjacent to its boundaries. One of the City's policies is to reduce existing enclaves through voluntary annexation. Palm Beach County has been generally supportive of this policy, since providing services to these enclaves is difficult for the County, and in fact, they rely on the City, through inteflocal agreements, to provide emergency services. l~t was envisioned that the properties along the Federal Highway Corridor south of the intersection of Old Dixie Highway, including the subject parcels, would eventually be annexed into the City and form a retail-oriented corridor, consistent with the land use designations and zoning categories assigned by both the City and Palm Beach County and in effect at that time. For example, the "Problems and Opportunities" section of the support documents suggested that an appropriate use in this area would be new car dealerships. Over the past several years, the City has seen a shift from the perpetuation of small commercial uses along the corridor to residential uses, particularly those with densities greater than 10.8 units per acre. Higher density development was facilitated by the City's Comprehensive Plan through the establishment of the Special High Density Residential classification, intended to support redevelopment in the coastal area. This type of development furthered the pattern that existed in the corridor, south of Woolbright Road, before the adoption of the current Comprehensive Plan. At the time of its adoption, there were already 4 developments that exceeded 10.8 du/ac with densities ranging from 21 du/ac (Colonial Club) to 32.2 du/ac (Seagate). The shift has served to replace marginal and sub-standard commercial uses with residential projects that have enhanced the esthetics of the corridor, as well as the City's tax base. The remaining viable neighborhood-serving commercial uses are being concentrated into nodes located at major intersections along Federal Highway--Woolbfight Road, Gulfstream Boulevard, and Old Dixie Highway. The request for a land use amendment and rezoning for the subject property continues this trend. MASTER PLAN ANALYSZS Under its present land use the property could be developed for the range of commercial uses permitted within the existing Local Retail Commercial designaUon, This land use designation also allows rezoning to the PUD zoning district at a density of 10,8 dwelling units per acre for a total of 107 units, The developer is requesting a change of land use to the Special High Density Residential classification to develop 199 condominium units and accessory amenities, Generally, when a PUD is to be developed in a single phase, a Site Plan approval application is submitted concurrent with the rezoning application, which can fulfill the requirements for both a site plan and master plan. ]:n this instance, the developer has chosen to submit a Master Plan. Master Plans give general information about a proposed development through graphics and tabular data, but are not so specific as to descdbe exact placement of buildings, architectural design or proposed colors, and parking and landscaping details. These details are required elements of a site plan application, which will be subsequently filed for this project. The principal elements of a master plan consist of density, unit types, setbacks, access and circulation and infrastructure sources and needs. Page 4 File Number: LUAR 04-004 Gulfstream Gardens Staff has determined that the layout of the buildings, the proposed recreation amenities, the internal circulation and the allocation of parking are in a configuration that creates a pedestrian- friendly development that provide the feel of a neighborhood. Major access to the development is from Federal Highway, with secondary access provided from Old Dixie Highway. Federal Highway medians restrict access to the property to a right-in/right out entrance. The two buildings fronting on Federal Highway, one a three-story 6 unit building and the other a two-story 11 unit building, have a minimum of 25 feet of setback/buffer from the property line. Buildings have 10 feet of setback/buffer from side and rear property lines. Garage buildings on the north and south property lines show setback/buffers of 2.5 feet. Buildings types are two and three stories and provide for a mix of fee simple townhomes and residential condominium units. Buildings on the sides and rear of the property are two-story. One two-story building and one three-story building front on Federal Highway, Maximum height of any building is shown at 45 feet. Parking spaces are provided either as first-floor garages, in detached garage spaces or uncovered surface spaces. Tabular data shows that 398 spaces are required and 417 are to be provided. Proposed recreation amenities include two swimming pools, one adjacent to a clubhouse and one adjacent to a cabafia. A third, passive recreation area, is a landscaped courtyard with a central water feature. PRO3ECT ANALYSTS The parcels, which are the subject of this land use amendment, total 9.99 acres. Because of the size of the property under consideration, the Florida Department of Community Affairs classifies this amendment as a "small scale" amendment. A "small-scale" amendment is adopted prior to forwarding to the Florida Department of Community Affairs and is not reviewed for compliance with the state, regional and local comprehensive plans prior to adoption. The criteria used to review Comprehensive Plan amendments and rezonings are listed in the Land Development Regulations, Chapter 2, Section 9, Administration and Enforcement, ]:tem C. Comprehensive P/an Amendments: Rezon/ngs. These criteria are required to be part of a staff analysis when the proposed change includes an amendment to the Comprehensive Plan Future Land Use Map. Pursuant to Section 9.C.2(2) of the Land Development Regulations, staff is not required to review the petition against the eight (8) criteria by which land use amendments and rezonings are to be reviewed as indicated in Section 9.C.7. where the proposed zoning is consistent with zoning or land use recommendations contained in the Comprehensive Plan. Usually in those instances, staff analysis relates only to consistency with other relevant portions of the Comprehensive Plan, the city's annexation program and service capability. ]:n this instance, however, the analysis serves to strengthen the case for requesting a land use different from that of abutting properties. Whether the proposed rezon/ng would be cons/stent with applicable comprehensive p/an po/ides including but not limited to, a prohibition against any increase in dwelling unit density exceeding 50 in the hurricane evacuation zone without written approval of the Pa/rn Beach County Emergency Planning D/v/s/on and the City's risk manager, The planning department sha// a/so recommend limitations or Page 5 File Number: LUAR 04-004 Gulfstream Gardens requirements, which would have to be imposed on subsequent development of the property, in order to comply w/th policies contained in the comprehensive p/an. The subject property is located on the west side of Federal Highway and therefore is not in the hurricane evacuation zone; however, it is staff's recommendation that the developer provide a mechanism to disseminate conUnuing information to residents concerning hurricane evacuation and shelter locations through the homeowners' or residents' association that will be established. Over the past several years, the City has seen a shiffc from the perpetuation of small commercial uses along the corridor to residenUal uses, particularly those with densiUes greater than 10.8 units per acre. Higher density development was facilitated by the City's Comprehensive Plan through the establishment of the Special High Density Residential classification, intended to support redevelopment in the coastal area. Land use amendments and rezonings, which change designations from commercial uses to residential uses, are particularly consistent with two policies in the Comprehensive Plan: "Policy 1..I Z.I The City shall continue to discourage additional commercial and/ndustiial uses beyond those which are currently shown on the Future Land Use I~ap, except where access/s greatest and impacts on res/dent/a//and uses are /east~,· and "Policy 1.19. 7 The City shall continue to change the land use and zoning to permit only residential or other non-commercial uses in areas where the demand for commercial uses wi//not increase, par~'cu/ar/y in the Coastal Area." The subject property is located in Planning Area V (Entrances to the City) in the Federal Hi_qhway Corridor Community Redevelopment P/an, which was adopted by the City on May :16, 200:1. The plan's recommendations for this planning area include the following: "Encourage a variety of housing. Develop intensity standards that allow for a variety of housing styles and types at intensities that will assist in supporting the downtown area and general economic expansion." (p. 80); and "Require a transition to the adjacent gateway neighborhoods. Create development standards in the city entrance communities that establish a logical transition to the gateway communities. Building scale, massing and placement should be less intense than that of the adjacent planning areas, but substantial enough to announce an arrival in the City." (p. 8:1) In concert with the recommendations cited, the residential density of the proposed development, and elimination of "strip" commercial areas in this vicinity will help support the downtown commercial core, as well as recognized commercial nodes in the corridor. In addition, it is proposed at a scale and massing that will provide a transition into the downtown area, where development standards allow greater densities and more intense massing of buildings. Page 6 File Number: LUAR 04-004 Gulfstream Gardens Whether the proposed rezoning would be contrary to the established land use pattern, or would create an isolated district unrelated to adjacent and nearby districts, or would cons~'tute a grant of special privilege to an individual property owner as contrasted with the protection of the public welfare. The changing development pattern in the Federal Highway corridor has seen an increase in the number of residential developments with densities greater than 10.8 du/ac. This type of development furthers the pattern that existed in the corridor, south of Woolbright Road, before the adoption of the current Comprehensive Plan. At the time of its adopUon, there were already 4 developments that exceeded 10.8 du/ac with densities ranging from 2:[ du/ac (Colonial Club) to 32.2 du/ac (Seagate). The shitt in the development pattern has served to replace marginal and sub-standard commercial uses with residential projects that have been an enhancement to the esthetics of the corridor, as well as the City's tax base, supporting existing commercial nodes and the downtown core. Additionally, the requested map amendment and rezoning would serve to increase the range of housing opportunities available in the redevelopment area. c. Whether changed or changing cond/D'ons make the proposed rezon/ng desirable. The request for conversion of parcels designated for commercial uses to Special High Density Residential for condominium and townhouse development has become more prevalent in the Federal Highway corridor in the last four years. Often the conversion serves to remove marginal, and sometimes undesirable, commercial uses. This changing condition serves to make the proposed rezoning desirable. d. Whether the proposed use would be compa~'ble with utility systems, roadways, and other public faciliD'es, According to the applicant, the City of Boynton Beach already provides water and sewer service to the property; however, the demands for these services would greaUy increase with the change in use. Estimates supplied by the applicant show that the full development potential demand for water and sewer under the present designation would be calculated at 0.:[25 gallons per day per square foot. With a development potential of :[52,307 square feet of commercial development, the demand would be 19,038 gallons per day for each water and sewer. (The estimate for potential square footage developable on the site is less than the maximum possible, since the applicant used 0.35 Floor Area Ratio (FAR), when in actuality, the maximum FAR is 0.50.) Developed with 199 residential units, each unit housing 2.39 persons, the demand for water would increase to 86,56! gallons per day (based on 182 gallons per capita per day) and 49,939 gallons per day sewer capacity (based on 105 gallons per capita per day.) These estimates do not consider the demands from residents of the mobile home park, currently located on the property. :in estimating potential traffic generation under the commercial designation, the applicant used 0.35 FAR, and projects a maximum daily traffic generation of 5,21! trips, compared to 1,393 maximum trips per day, if developed with 199 dwelling units. Under the Palm Beach County Traffic Performance Standards Ordinance, residential projects located east of ]:-95 are exempt from meeting Level of Service Standards of the Ordinance. Page 7 File Number: LUAR 04-004 Gulfstream Gardens Public School Concurrency Determination is not required as a part of the Land Use Amendment process, but is required in conjunction with a rezoning/site plan application. The School District has estimated that the project will generate 16 elementary school students, 12 middle school students, and 8 high school students. All impacted schools in Concurrency Service Area 19, where the project is located, are operating below maximum capacity, therefore, concurrency is not an issue. With respect to solid waste, the Palm Beach County Solid Waste Authority has stated that adequate capacity exists to accommodate the county's municipalities throughout the 10-year planning period. Lastly, drainage will be reviewed in detail as part of the site plan approval process, and must satisfy all requirements of the city and local drainage permitting authorities. Whether the proposed rezoning would be compaq'hie with the current and future use of adjacent and nearby properUes, or would affect the property values of adjacent or nearby properb'es. The proposed rezoning will be compatible with adjacent and nearby properties, and will only serve to increase the value of these properties. While the properties both north and south of the subject property are commercially zoned, the uses (self-storage to the south and a retail lighting store to the north) are of relatively Iow intensity and neither the existing commercial uses nor the proposed residential use will have a detrimental effect on the other. f. Whether the property is physically and economically developable under the ex/sUng zoning. Portions of the property are currently vacant and portions are developed with small commercial uses, a church and a mobile home park. Most probably the entire property could be redeveloped; however, with annexation of almost half of the property into the City, the Palm Beach County zoning must be changed to a City of Boynton Beach zoning district. The C-3 Community Commercial district would most nearly correspond with Palm Beach County's Commercial General zoning district, and the portion of the property fronting on Federal Highway could be developed under C-3 Community Commercial zoning. The remaining portion of the property fronting on Old Dixie Highway could also be redeveloped under C-4 General Commercial zoning. ]:t is unlikely, however, that a commercial tract of almost 10 acres would be physically or economically viable. 9. Whether the proposed rezoning is ora scale which is reasonably related to the needs of the neighborhood and the city as a whole. The requested land use amendment and rezoning present the opportunity for redevelopment in a highly visible entrance corridor to the City and will also support the current trend toward greater residential uses in this area, economic revitalization, and downtown redevelopment. Page 8 File Number: LUAR 04-004 Gulfstream Gardens h. Whether there are adequate sites e/sewhere in the city for the proposed use, in districts where such use is already allowed. In accordance with the definition of the Spec/a/High Density Res/dent/a/land use designation in Policy 1.16.1 of the Future Land Use Element, residential densities of 20 du/ac are permitted in the Federal Highway corridor to encourage infill development and redevelopment. There are a limited number of sites elsewhere in the city where residential development could occur at a density of 10.8 du/ac; however, those sites do not offer the opportunity for redevelopment and infill development that this location affords. Nor would development of those available sites serve to promote the goals of the Community Redevelopment Agency and the Federal Highway Corridor Community Redevelopment Plan. CONCLUSZONS/RECOMMENDAI'~ONS As indicated herein, this request is consistent with the intent of the Comprehensive Plan; will not create additional impacts on infrastructure that have not been anticipated in the Comprehensive Plan; will be compatible with adjacent land uses and will contribute to the overall economic development of the City. Therefore, staff recommends that the subject request be approved. If conditions of approval are recommended by the Community Redevelopment Area Board or required by the City Commission, they will be included as Exhibit A'I-I-ACH M ENTS S:\Plannlng~SHARED\WP\PRO~lECT'S\Gulfs'tream Gardens\LUAR 04-004\STAFF REPORT NEW.doc DEVELOPHENT DEPARTMENT PLANNING & ZON:~NG DI'V~S~ZON HEHORANDUH NO, PZ 04-213 TO: FROM: THROUGH: DATE: PRO]ECT NAME/NUMBER: Chair and Members Community Redevelopment Agency Board and City Commission Eric Lee Johnson, AICP d~" Planner Michael W. Rumpf Director of Planning and Zoning August 31, 2004 Edward Medical Office Building LUAR 04-008 and ANEX 04-004 Property Owner: Applicant/Agent: Location: Existing Land Use: Existing Zoning: Proposed Land Use: Proposed Zoning: Proposed Use: Adjacent Uses: North: pRO3ECT DESCRIPTION Mr. Hany Edward Mr. Hany Edward West side of South Federal Highway, approximately 350 feet south of the intersection of Old Dixie Highway and South Federal Highway (Exhibit "A'- Location Map) CH/5 Commercial High Intensity (Palm Beach County) CG General Commercial (Palm Beach County) Local Retail Commercial (LRC) Community Commercial (C-3) To annex the 0.72-acre parcel, to reclassify its land use to Local Retail Commercial (LRC), and rezone to Community Commercial (C-3) in order to construct an 11,957 square foot medical office building. Developed commercial property with a Local Retail Commercial (LRC) land use classificaUon, zoned Community Commercial (C-3); Page 2 Edward Medical Office Builidng File Numbers: ANEX 04-004 and LUAR 04-008 South: Developed commercial property classified as Palm Beach County Commercial High / Medium Residential MR-5 (CH / 5) land use and zoned Palm Beach County General Commercial (CG); East: Right-of-way for South Federal Highway, then farther east is undeveloped residential property (future Waterside residential development by Southern Homes, :[nc.) with a Special High Density Residential (SHDR) land use classification, zoned ]:nfill Planned Unit Development (]:PUD); West: Developed residential property classified as Palm Beach County Medium Residential (5 units per acre - RM/5) land use and zoned Palm Beach County Residential Multi-family (RM). EXECUI"I'VE SUMMARY Staff recommends approval of the requested annexaUon / land use amendment / rezoning for the following reasons: The requested annexation is consistent with the objectives of the City's annexation program, which emphasizes the annexation of enclaves, and relevant policies in the Comprehensive Plan; 2. The requested land use and zoning are consistent with respective current designations in unincorporated Palm Beach County; 3, The requested change would help to further provide an economic contribution to both the neighborhood and to the City, PROPERTY OWNER No'rzFZCA'rZON Owners of properties within 400 feet of the subject annexation / land use amendment / rezoning were mailed a notice of this request and its respective hearing dates. The applicant certifies that they posted signage and mailed notices in accordance with Ordinance No. 04-007. PRO3ECT ANALYSi'S A land use amendment can be defined as a change to the City's Comprehensive Plan that seeks to modify the text of the adopted goals, objectives, and / or policies contained within the Plan. Also, an amendment can be described as a change to the Future Land Use Map. Amendments to the Comprehensive Plan are divided into two (2) separate processes, namely large-scale and small-scale text amendments. The process by which to review a petition is determined by the size of the parcel with 10-acres being the threshold. The subject property is 0.72 acre, which is smaller than the 10-acre threshold and therefore eligible for the small-scale amendment process. Small-scale text and Map amendments do not require the Florida Department of Community Affairs (DCA) to review for compliance with state and regional plans prior to its adoption by the City. This means that the proposed amendment, if desired by the city, would Page 3 Edward Medical Office Builidng File Numbers: ANEX 04-004 and LUAR 04-008 be adopted first, and then subsequently forwarded to the DCA for their records ("large-scale" amendments are not adopted until following consistency review by the DCA). The proposed small-scale amendment / rezoning application is being reviewed concurrently with an accompanying request for annexation (ANEX 04-004). The subject property's current land use classification is CH/5 Commercial High Zntensity (Palm Beach County). The Palm Beach County Future Land Use Atlas contains 42 different "commercial" land use classificaUons. By contrast, the City of Boynton Beach Future Land Use Map contains only three (3) different "commercial" categories of land use classifications. The applicant is requesting to annex into the City to utilize the Local Retail Commercial (LRC) land use classificaUon and the Community Commercial (C-3) zoning district. The proposed land use classification (LRC) is the city's equivalent to the County's CH/5 land use classification, in terms of the allowable uses and respective intensities. Therefore, the requested land use amendment/ rezoning application would be consistent with Chapter 2, Section 9.C.2(2) of the Land Development RegulaUons. Since this is the case, the request is relatively straightforward and would not require an evaluation of the eight (8) criteria against which rezoning applications are normally reviewed, as outlined in Chapter 2, Section 9.C.7 of the Land Development Regulations. Instead, staff analysis will relate to consistency with other relevant portions of the Comprehensive Plan, the city's annexation program and service capability. The only policy in the Comprehensive Plan that would be pertinent to this request for annexation / land use amendment / rezoning would be Policy 8,10.4, which states the following: The City shall coordinate w/th Palm Beach County regarding the prevenO'on of enclaves, pockets, or other undesirable land configurations adjacent to, or in the proximity to, corporate//m/ts, pr/or to annexation of any parce/s into the City. Basically, this Policy requires the establishment of an annexaUon program, promotes orderly annexation, and prohibits the creation of new enclaves. The annexation of the subject property will further the efforts of the annexaUon program through reduction in the number of enclave properties. State annexation law allows the annexation of enclaves that are less than 10 acres through an inter-local agreement with the County without the consent of the property owners. Currently, objectives of the annexation program include annexing all enclaves less than 10 acres, and to incrementally annex enclave properties with the intent to reducing them below the 10-acre threshold. Therefore, the annexation of this parcel is consistent with the only policy within the Comprehensive Plan regarding annexation. The subject property lies within Planning Area #1 - Coastal Area, as defined by Section VIII Land Use Problems and Opportunities of the 1989 Comprehensive Plan. Sub-section 1.q. of Planning Area #1 states the following: Ex/sting land uses along the LI.$. 1 frontage are predom/nately retail; consequently a Local Retail Commercial (LRC) /and use des/gnat/on and Community Commercial (C-3) zoning category are appropriate, both for lots, which are presently in the City, and those, which cz///be annexed. Page 4 Edward Medical Office Builidng File Numbers: ANEX 04-004 and LUAR 04-008 The requested land use and zoning is consistent with the recommendations of Section VIII Land Use Problems and Opportunities, sub-section 1.q., found in the support documents for the 1989 City Of Boynton Beach Comprehensive Plan for properties to be annexed within this vicinity. In connection with previous annexation studies, city departments most affected by annexations (e.g. Police, Fire, and Public Works), have been surveyed for issues related to service capability and costs. All opinions previously collected from these departments supported the incremental annexation of enclaves. These opinions have been based on the following: 1. The enclaves are all immediately adjacent to areas within the city that currently receive urban services; 2. Ample service capacity exists to serve adjacent unincorporated properties; and 3. Most enclaves currently receive service from the city via the mutual aid agreement (Police and Fire / EMS only); With respect to impact upon roadways, the Palm Beach County Traffic Division has reviewed the project and determined that it meets Traffic Performance Standards of Palm Beach County. The Police and Fire Departments report that this project has been reviewed for potential service impacts and availability, and based on the planned office use, it has been determined that services allocated to, or existing within the area are adequate to provide the project with a necessary level of service. However, with respect to potable water and wastewater utilities, the review of the proposed site plan (which is being reviewed concurrently with this petition) identified the absence of potable water lines directly accessible to the subject property. As part of site plan approval, the water line shall be extended in order to access to city utilities. The review of the site plan application has been delayed to allow for project engineers to evaluate and address this situation. The project would tie in to an existing four (4)-inch sanitary sewer line. CONCLUSZONS / RECOMMENDATZONS As indicated herein, this request is consistent with the intent of the Comprehensive Plan; would not create additional impacts on infrastructure that have not been anticipated in the Comprehensive Plan; would be compatible with adjacent land uses and would contribute to the overall economic development of the City. Therefore, staff recommends that the subject request be approved. If conditions of approval are recommended by the Community Redevelopment Agency Board or required by the City Commission, they will be included as Exhibit "B"- Conditions of Approval. A'I-FACH M ENTS S:~Planning~SHARBD\WI~RO JBCTS~?.,dwatd Medical O~c¢~LUAR 04-008~Staff Report.doc EDWARD MEDIC-AL OFFICE LOCATION MAP EXHIBIT A HDR LRC IR-5 SHDR CH/5 LRC LEGEND · ..u; City Boundary Land uses: LRC - Local Retail Commercial HDR - High Density Resl.dentlal SHDR . 8peclal High Density Residential MR-5 - Medium Residential (county) CH/5 - Commercial High, w/undeHylng MR-5 (county} CH/5 DEVELOPMENT DEPARTMENT pLANNZNG AND ZONI'NG DZVZSI'ON MEMORANDUM NO. PZ 04-217 TO: THRU: FROH: DATE: SUB3ECT: Chair and Members Community Redevelopment Agency ,c ae, w. Planning and Zoning Director Eric Lee .Johnson, AICP Planner September 1, 2004 Abandonment of a portion of Northeast 2"d Street ABAN 04-005 NATURE OF REOUEST The applicants, Roger B. DeCapito and .]ames W. Knight are requesting to abandon a portion of the Northeast 2"d Street right-of-way. This 40-foot wide unimproved right-of-way is situated between Lot 7, Block 3 and Lot 3, Block 3 of the Boynton Plat. The abandonment request was submitted on May 19, 2004. The platted roadway segment is described as follows: A portion of that certain road right of way lying in Block 3, of the Plat of BOYNTON as recorded in Plat Book 1, Page 23, of the Public records of Palm Beach County, Florida, said right of way being a 40 foot strip of land lying adjacent to and abutting Lots 3 and 7, Block 3 of said Plat of Boynton and being more particularly described as follows: BEGINNING at the Southwest Corner of Lot 3, Block 3, Plat of BOYNTON as recorded in Plat Book 1, Page 23, of the Public Records of Palm Beach County, Florida; thence Westerly along the North line of a 20 foot alley said line also being the Westerly extension of the South line of said Lot 3, Block 3, to the Southeast corner of Lot 7, Block 3, of said Plat of BOYNTON; thence Northerly along the East Line of Lot 7, Block 3, to the South Right of Way of Boynton Beach Boulevard; thence Easterly along the South right of way line of said Boynton Beach Boulevard to the West Line of Said Lot 3, Block 3; thence Southerly along the West line of Lot 3, Block 3, to the POINT OF BEGINNING. Containing 5,059 square feet more or less and subject to easements, reservations, restrictions and rights-of- way of record. The Exhibit "A"- Location Map shows the general vicinity of the right-of-way to be abandoned. The Exhibit "B"- "Proposed Abandonment" shows the exact location of the subject site and its legal description. The following is a description of the land uses and zoning districts of all properties that surround the subject right-of-way. North South Right-of-way for Boynton Beach Boulevard, then farther north is developed commercial (DYs Restaurant), zoned Neighborhood Commercial (C-2); Right-of-way for a-20-foot Wide alley, then farther south is unimproved right-of-way for Northeast 2nd Street; Page 2 Memorandum No. PZ 04-217 ABAN 04-005 East Developed commercial (vacant building), zoned Neighborhood Commercial (C-2); and West - Developed commercial (The Haven), zoned Neighborhood Commercial (C-2). BACKGROUND The subject right-of-way (formally known as Dewey Place) lies within the boundaries of the Boynton Plat. The plat, originally approved on September 26, 1898, included 162 individual lots, a 100-foot wide right-of-way owned by the Florida East Coast (F.E.C.) Railroad, and several 20-foot wide and 40-foot wide alleys and streets, which were dedicated for perpetual use by the public. The plat also contains a reverter clause, which states "reserving to ourselves our heirs assigns the reversion or reversions there of, whenever discontinued by law". As such, this clause is in favor of the original interest party if any right-of-way is abandoned. Pursuant to Flodda Statutes Sections 117.085, reversions contained in plats recorded prior to July 1, 1972 would be extinguished if specific action were not taken to establish such fights on or before July 1, 1973. Under direction of the city's legal department, the applicant shall provide a statement confirming that such action was not taken, and providing assurance that, in the event that a future title issue arises from the abandonment, as it relates to the reversionary interest, the property owner shall provide any required defense of it at its sole cost and expense. The applicant informed staff that it is their intention to abandon the unimproved right-of-way in order to develop additional parking for their now vacant building located at 306 East Boynton Beach Boulevard. ANALYSIS When a right-of-way, such as this unimproved street, is abandoned, the abandoned land is transferred from th- general public to the abutting property owner(s). Typically, two (2) properties would be affected by a.. abandonment request. Normally, one-half of the right-of-way is conveyed to one (1) abutting property owner and the other half is conveyed to the other abutting property owner. Adequate public notice was given to all affected property owners in accordance with Chapter 22, Article III, Section 4 of the Land Development Regulations. All public utility companies have been notified and the abandonment request has been advertised in the local newspaper. The applicants requesting this abandonment are the owners of the property to the east (Lot 7, Block 3 Boynton). Public records indicate that Hudson Valley Holdings own the property to the west (Lot 3, Block 3 Boynton). A summary of the responses from the uUlity companies and city staff is noted as follows: C]-I-Y DEPARTMENTS/DIVISIONS Engineering - Public Works / Utilities - Planning and Zoning - No objection Approval with conditions (see Exhibit "C" - Conditions of Approval) Approval with conditions (see Exhibit"C" - Conditions of Approval) PUBLIC U'I'IL~q'Y COMPANIES Florida Power and Light Bellsouth Florida Public Utilities Company Cable Company (Adelphia) Cable Company (Comcast) No objection Approval with conditions (see Exhibit "C" - Conditions of Approval) No objection No objection N/A All public utility providers have been nOtified and all are-recommending approval of the abandonment request. However, it must be noted that Bellsouth believes that underground telecommunication infrastructure Is present within the unimproved roadway. Therefore, Bellsouth is requiring that a utiliW easement be dedicated over the Page 3 Memorandum No. PZ 04-217 ABAN 04-005 abandoned portion of the right-of-way. Dedication of a utility easement would grant Bellsouth legal access to the properly for maintenance or upgrade purposes, while still allowing the applicant to develop a portion of the property as a parking lot. The City Public Works / Utilities Department, which is also recommending approval, would oversee the easement dedication process. Lastly, the Community Redevelopment Agency has no objection to the applicant's request because the right-of-way is not in any of the Agency's plans for right-of-way linkage or connections. According to the Agency, the abandonment would help facilitate future land assemblage for redevelopment purposes. There are also no isolated parcels adjacent to the subject right-of-way that would rely solely upon this street for access. RECOMMENDATZON Staff has determined that the subject alley does not serve a public purpose, and therefore is recommending approval of the request to abandon this portion of the 40-foot unimproved roadway as described above, subject to the comments included in Exhibit "C" - Conditions of Approval. Any additional conditions recommended by the Community Redevelopment Agency Board or by the Commission will be placed in Exhibit "C' - Conditions of Approval. S:\Planning\SHARED\WP\PROJECTS\306 BBB, ABAN 04-005\Staff Report.doc 1 in. = 150.0 feet _ / PU t/ I E VE E LOCATION MAP 306 E BOYNTON BEACH BLVD EXHIBIT "A" I'-/r,~Hlldl I "il" EXHIBIT "C" Conditions of Approval Project name: Abandonment of Northeast 2nd Street (Dewey Place) for 306 East Boynton Beach Boulevard File number: ABAN 04-005 DEPARTMENTS INCLUDE REJECT PUBLIC WORKS- General Comments: None X PUBLIC WORKS- Traffic Comments: None X UTILITIES Comments: 1. This roadway is currently paved over as a parking area and does not contain X any underground utilities of the City, but recognizes that Bellsouth telephone apparently has buried cable in the general area. Therefore, a utility easement would be required. 2. No structures or landscaping shall be placed within the confines of the X required utility easement without the express written consent of the Engineering Division of Public Works. 3. The legal description needs to read as follows: X "A 40-foot roadway right-of-way lying between Lots 3 and 7, in Block 3, BOYNTON, according to the plat thereof as recorded in Plat Book 1, Page 23 of the Public Records of Palm Beach Count7, Florida". POLICE Comments: None X ENGINEERING DIVISION Comments: None X BUILDING DIVISION Comments: None X I PARKS AND RECREATION Comments: None /Cr?) c/3- X Conditions of Approval 2 DEPARTMENTS INCLUDE REJECT FORESTER/ENVIRONMENTALIST Comments: None X PLANNING AND ZONING Comments: 4. The dedication of the utility easement shall occur prior to the second reading X of the ordinance. PUBLIC UTILITY PROVIDERS Comments: None X 5. Bellsouth has investigated the request and found there to be buried X telecommunication facilities in the vicinity of the right-of-way abandonment. A more thorough investigation will reveal specifically where the buried telecommunication facilities are located. Bellsouth may require a utility easement encompassing the path of the existing facilities, including any lateral occurrences. ADDITIONAL COMMUNITY REDEVELOPMENT AGENCY BOARD CONDITIONS Comments: 6. None X ADDITIONAL CITY COMMISSION CONDITIONS Comments: 7. To be determined. S:~Plannlng~,SHARED'iWP~PROJECTS~306 8B~, ABAN 04-005~,COA.d0c DEVELOPMENT ORDER OF THE CITY COMMISSION OF THE CITY OF BOYNTON BEACH, FLORIDA PROJECT NAME: 306 East Boynton Beach Boulevard (ABAN 04-005) APPLICANT'S AGENT: Roger B. DeCapito and James W. Knight APPLICANT'S ADDRESS: 1421 Cormorant Road Delray Beach, FL 33444 DATE OF HEARING RATIFICATION BEFORE CITY COMMISSION: September 21, 2004 TYPE OF RELIEF SOUGHT: Request abandonment of a portion of the Northeast 2nd Street (f.k.a. Dewey Place) right-of-way located between Lot 7 and Lot 3, Block 3 of Boynton (Dade Co. Fla.) plat. LOCATION OF PROPERTY: Located near 306 East Boynton Beach Boulevard, which is on the south side of Boynton Beach Boulevard, between Northeast 1st Street and Northeast 3rd Street. DRAWING(S): SEE EXHIBIT"B" ATTACHED HERETO. THIS MATTER came before the City Commission of the City of Boynton Beach, Florida appearing on the Consent Agenda on the date above. The City Commission hereby adopts the findings and recommendation of the Community Redevelopment Agency Board, which Board found as follows: OR X THIS MATTER came on to be heard before the City Commission of the City of Boynton Beach, Florida on the date of hearing stated above. The City Commission having considered the relief sought by the applicant and heard testimony from the applicant, members of city administrative staff and the public finds as follows: Application for the relief sought was made by the Applicant in a manner consistent with the requirements of the City's Land Development Regulations. The Applicant __ HAS HAS NOT established by substantial competent evidence a basis for the relief requested. The conditions for development requested by the Applicant, administrative staff, or suggested by the public and supported by substantial competent evidence are as set forth on Exhibit "C" with notation "Included". The Applicant's application for relief is hereby · GRANTED subject to the conditions referenced in paragraph 3 hereof. DENIED 5. This Order shall take effect immediately upon issuance by the City Clerk. All further development on the ;)roperty shall be made in accordance with the terms and conditions of this order. 7. Other DATED: S:\Planning\SHARED\WP\PROJECTS\306 BBB, ABAN 04-005\DO.doc City Clerk TO: THRU: FROM: DATE: PROJECT NAME/NO: REQUEST: DEVELOPMENT DEPARTMENT PLANNZNG AND ZONZNG DZV~SZON MEMORANDUM NO. PZ 04-210 STAFF REPORT Chair and Members Community Redevelopment Agency Board Michael Rumpf Planning and Zoning Director Eric Lee .]ohnson, AICP Planner August 31, 2004 Edward Medical Office Building / NWSP 04-012 New Site Plan Property Owner: Applicant: Agent: Location: Existing Land Use: Proposed Land Use: Existing Zoning: Proposed Zoning: Proposed Use: Acreage: Adjacent Uses: North: South: PRO.]ECT DESCR/P'I'~ON Mr. Hany Edward Mr. Hany Edward Mr. Hany Edward West side of South Federal Highway, approximately 350 feet south of the intersection of Old Dixie Highway and South Federal Highway (see Location Map - Exhibit "A'~ CH/5 Commercial High [ntensity (Palm Beach County) Local Retail Commercial (LRC) CG General Commercial (Palm Beach County) Community Commercial (C-3) 11,957 square foot medical office building 0.72-acre (31,702 square feet) Developed commercial property with a Local Retail Commercial (LRC) land use classification, zoned Community Commercial (C-3); Developed. cOmmercial property classified as Palm Beach County Commercial High / Medium Residential MR-5 (CH./5) land use and zoned Staff Report - Edward Medical Office Building (NWSP 04-012) Memorandum No PZ 04-210 Page 2 Palm Beach County General Commercial (CG); East: Right-of-way for South Federal Highway, then farther east is undeveloped residential property (future Waterside residential development by Southern Homes, Inc.) with a Special High Density Residential (SHDR) land use classification, zoned [nfill Planned Unit Development ([PUD); West: Developed residential property classified as Palm Beach County Medium Residential (5 units per acre - RH/5) land use and zoned Palm Beach County Residential Multi-family (RM). PROPERTY OWNER NOTZFZC,.A'rZON Owners of properties within 400 feet of the subject conditional use were mailed a notice of this request and its respective hearing dates. The applicant certifies that they posted signage and mailed notices in accordance with Ordinance No. 04-007. BACKGROUND Proposal: Mr. Hany Edward is requesting new site plan approval for the construction of an 11,957 square foot medical office building on a 0.72-acre parcel. The subject property is currently located outside the city limits and is under Palm Beach County jurisdiction. The applicant is also concurrently requesting to annex the property into the city and to rezone to the Community Commercial (C-3) zoning district. Therefore, approval of this site plan is contingent upon the approval of the corresponding requests, for annexation, land use amendment, and rezoning (ANEX 04-004 and LUAR 04-008 - see Exhibit "C" - Conditions of Approval). A medical office building is a permitted use in the C-3 zoning district. The construction of the building, parking lot, and all other site improvements would occur within one (1) phase. Site Characteristic: The subject property is a small, partially developed, rectangular-shaped lot that contains overgrown grass and various shade and palm trees. The survey shows that a concrete ramp currently provides access to the site from South Federal Highway. This concrete ramp extends westward, connecting to rock and mulch paths that are located within the parcel's' interior. There are two (2) vacant buildings located In the northeast corner of the property. These buildings would be demolished shortly after site plan approval. Also, support poles for a former billboard are currently located along the southern property line. Likewise, these poles would be removed after site plan approval to make way for new building construction. The survey shows that a water-well is currently located along the north property line, near the center of the property. It would be removed (because of the new parking areas) but would be re-established elsewhere on-site for irrigation purposes. Staff Report- Edward Medical Office Building (NWSP 04-012) Memorandum No PZ 04-210 Page 3 Service / Impacts: Traffic- Drainage- School- UtiliUes- Police- Fire- Driveways: Parking Facility: ANALYS~S A traffic impact statement for this project was submitted and sent to the Palm Beach County Traffic Division for their review and approval. The Division sent the following statement: "Based on our review, the Traffic Division has determined that the proposed project does not constitute a 1% LOS D Capacity impact on Federal Highway, and therefore meets the Traffic Performance Standards of Palm 8each County. No building permits are to be issued by the town, after the build- out date specified above (2005)". Conceptual drainage information was provided for the City's review. The City's concurrency ordinance requires drainage certification at time of site plan approval. The Engineering Division found the conceptual drainage plans to be acceptable at this time and is recommending that the review of specific drainage solutions be deferred until time of permit review, when more complete engineering documents are required (see Exhibit"C" - Conditions of Approval). As proposed, the on-site drainage system shall be accomplished via a combination of green swales and exfiltration trenches. School concurrency is not required for this type of project. There is sufficient potable water pressure to provide domestic and tire-flow needs for this Iow-rise facility. The project would connect to the existing four (4) inch force main for sanitary sewer. This project has been reviewed for potential service impacts and availability, and based upon the planned office use, it has been determined that services allocated to, or existing within the area are adequate to provide the project with a necessary level of service. This project has been reviewed for potential service impacts and availability, and based upon the planned office use, it has been determined that services allocated to, or existing within the area are adequate to provide the project with a necessary level of service. The existing concrete ramp, located on South Federal Highway would be upgraded and transformed into the property's main drivewayopening. This opening would be 2~t feet in width and would provide for both vehicular ingress and egress. It would allow for right-turn only egress.- Medical offices require one (1) parking space per 200 square feet of gross floor area. The proposed building would be 11,957 square feet in area and therefore, the project would require 60 parking spaces. The site plan (sheet S-1) shows that 60 parking spaces are proposed, six (6) of which, would be designated for handicap Staff Report- Edward Medical Office Building (NWSP 04-012) Memorandum No PZ 04-210 Page 4 Landscaping: Building and Site: parking. Retail uses could be allowed in the building due to the fact retail is a permitted use in C-3 zoning district and that the parking ratio for medical office and retail is the same (1 space per 200 square feet). The parking spaces would be dimensioned nine (9) feet in width by 18 feet in length. The 90-degree handicap space would be 12 feet in width with five (5) feet of striping by 18 feet in length. As proposed, the vehicular back-up distance would be at minimum, 2,t feet in width to comply with the Engineering Standards. The parking lot lighting is shown on the photometric plan (sheet E-l). According to the photometric plan, the proposed lighting levels near the perimeters would be minimal. It should have no adverse affect on the neighboring properties. The site plan (sheet S-1) tabular data indicates the proposed pervious area of the parcel would equal 4,651 square feet or 14.7% of the total site. The landscape plan (sheet L1 of 2) indicates that 57% of the trees would be naUve and 86% of the shrubs / groundcover would be native. At the time of permitting, the landscape plan would have to be revised to indicate the native plant material categorized as follows: Palm trees, shade trees, and shrubs / groundcover (see Exhibit "C" - Conditions of Approval). The east (front) landscape buffer would be at least seven (7) feet in width. The Federal Highway Cross-Section (sheet L1 of 2) illustrates the varying types of shade and palm tree species proposed within this buffer. The Entry-Way Enlargement (sheet L2 of 2) indicates the proposed plant type and.quantities. The plant material includes the following: Duranta Gold Mound, Purple Showers, Silver Buttonwood, Chinese Fan Palm, Simpson Stopper, Dwarf Firebush, and Travelers Palm trees. The side landscape buffers (north and south) would be at least two and one-half (2-1/2) feet in width. These buffers would contain a row of Silver Buttonwood trees and Redtip Cocoplum hedges. One (1) tree would be installed every 25 feet. The landscape architect and the City Forester would determine the relocaUon and mitigation of all existing trees during field inspections occurring at the time of permitting (see Exhibit "C"- Conditions of Approval). The rear (west) landscape buffer would be at least two and one-half (2 1/2) feet in width. The small properties to the west lie outside the city limits but they are zoned residential. Therefore, the applicant is proposing a buffer wall along this west property line, which would help serve as a buffer between the subject project and the abutting properties to the west. The buffer wall detail indicates it would be a C.B.S. wall, six (6) feet in height and eight (8) inches in width. No color(s) are depicted on the wall detail so therefore, staff is recommending that the color(s) of the buffer wall should be compatible with the approved building colors (see Exhibit "C"- Conditions of Approval). Finally, the landscape plan also shows that a row of Simpson Stopper would be installed on the inside of the wall while Fakahatchee grass is proposed on the outside of the wall. The proPosed bUilding is designed as a fiat-roofed, two (2)-story structure with under-story parking. The elevations (sheet A-2) indicate that this fiat rooftop would be 24 feet in height and the top of the parapet wall would be 26 feet in height. The Staff Report- Edward Medical Office Building (NWSP 04-012) Memorandum No PZ 04-210 Page 5 Design: Signage: peak of the decorative towers would be 32 feet - one (1) inch in height. The maximum height allowed for new buildings in the C-3 zoning district is 45 feet. The building would comply with the height restrictions of the C-3 zoning district. The minimum front setback in the C-3 zoning district is 20 feet; the building would be setback 22 feet - 11 inches. The required side setbacks in the C-3 district are zero (0) feet and 15 feet (on corner lots) and since the subject lot is nestled between lots, no side setback would be required. As proposed, the building would be setback zero (0) feet on the south side and 46 feet - 11 inches on the north. The minimum rear setback is 20 feet; the project provides 153 feet - nine (9) inches. As previously mentioned, an existing water-well would be eliminated from its current location and established elsewhere on the site. According to the applicant, the probable location for the new well would most likely occur at the southwest corner of the property, near the proposed lift station. The proposed dumpster enclosure would be located at the northwest corner of the site. In keeping with staffs' recommendations and to help soften the hardscape, a large, landscaped island is proposed within the center of the expansive parking lot. Finally, development would be a gated community. A white aluminum fence is proposed near the front (east) property line. The North and South Aluminum Fence Detail (sheet A-3) indicates that it would be a white aluminum fence, six (6) feet in height. The C.B.$. columns of the fence would be painted to match the building. At the time of permitting, staff would ensure compliance with Fire Code regarding emergency and fire truck access to the site is constantly maintained (see Exhibit"C' - Conditions of Approval). The proposed design is compatible with the surrounding built environment and would generally enhance the overall success of the Federal Highway corridor. The architecture and style of the proposed building is consistent with the newer medical office buildings and would be considered an upgrade to the buildings within the immediate area. The main wall colors can be described as orange and yellow in color with white accents. Although similar, the proposed colors indicated on the black / white elevation drawings submitted herein, do not match the colors indicated on the colored elevations. Buildings, structures, and site elements are not required to match surrounding exisUng developments, but shall be in visual harmony with surrounding developments. Buildings shall achieve visual unity in character and design concepts in part, through building colors. Staff feels that the proposed building colors represented on the colored elevations are too vibrant and not in keeping with the intent of the Community Design Plan. Therefore, staff recommends reducing the intensity of the proposed building colors in order to achieve a higher degree of compaUbility and harmony with the surrounding properties (see Exhibit"C"- Conditions of Approval). Regardless of the main wall colors, the accent trim-work would be painted white, which is consistent with past approvals. No wall signs are proposed. The site plan (sheet S-1) shows that two (2) entry features are proposed along the front (east) property line, outside of the safe-sight Staff Report- Edward Medical Office Building (NWSP 04-012) Memorandum No PZ 04-210 Page 6 triangle. One of these entry structures would be a water fountain; the other would be a monument sign. The Entry Fountain & Sign detail shows that these structures would be no more than six (6) feet in height. The monument sign would have black Palantino style letters constructed of aluminum, mounted flush on the structure. The site plan does not indicate the setback of both structures but only the monument sign would be required to be at least 10 feet from the property line (see Exhibit "C"- Conditions of Approval). RECOMMENDA'I']:ON: The Technical Review Committee (TRC) has reviewed this request for new site plan approval. Staff recommends approval, contingent upon the approval of the corresponding requests for annexation and rezoning, in conjunction with successfully satisfying all comments indicated in Exhibit"C"- Conditions of Approval. Any additional conditions recommended by the Board or City Commission shall be documented accordingly in the Conditions of Approval. S:\Planning\SHARED\WP\PRO.1ECTS\Edward Hedical Office\NWSP 04.-012\Staff Report. doc bUb~ EDWARD MEDIC-AL OFFICE LOCATION MAP EXHIBIT A LRC CH/5 LRC LEGEND mmmmm City Boundary Limd u~e8: IRC . Lo~l Retail Commrclal HDR - High Density Reeldentlal 8HDR - 8pe~l.I High Density ReSlclentlaI MRS - Medium Rmuld®ntlnl (county) CH/S · Commercial High, w/underlying MR-8 (oounty) CH/5 HDR SHDR W $ Iii 6055 ®®® I 6Ob6 J IIII11111 -I Ill I'll ~IHI,il, I!I,iiI,!!"'" ,, ,,,,,,,,: I,.'!I, It !1!1 - . CARTER &ASSOCIATES · LAND~3APE ARCHITECT~, INc. EXHIBIT- "C" Conditions of Approval Project name: Edward Medical Office Building File number: NWSP 04-012 Reference: 2na review plans identified as a New Site Plan with an August 3, 2004 Planning and Zoning Department date stamp marking. DEPARTMENTS INCLUDE REJECT PUBLIC WORKS - General Comments: None PUBLIC WORKS - Traffic Comments: None ENGINEERING DIVISION Comments: 1. Show sight triangles on the Landscape plans (Chapter 7.5, Article II, Section 5.H.). Reference FDOT Standard Index 546 for the sight triangles along Federal Highway. 2. Full drainage plans, including drainage calculations, in accordance with the LDR, Chapter 6, Article IV, Section 5 will be required at the time of permitting. 3. Paving, Drainage and site details will not be reviewed for construction acceptability at this time. All engineering construction details shall be in accordance with the applicable City of Boynton Beach Standard Drawings and the "Engineering Design Handbook and Construction Standards" and will be reviewed at the time of construction permit application. UTILITIES Comments: 4. At the time of permitting, please provide a timeline that clearly illustrates when water and sewer services will be required to serve the proposed project. Your starting date for the timeline should be the date of City Commission approval. Also provide milestone dates for permi.'t application, the start of construction, and the setting of the first water meter. This timeline will be used to determine the adequacy of water and wastewater treatment capacity for your project upon the project's completion, so please be as accurate as possible. 6O59 5. All utility easements shall be shown on the .site .plan and landscape plans (as well as the Water and Sewer Plans) so that we may determine which appurtenances, trees or shrubbery may interfere with utilities. In general, palm trees will be the only tree species allowed within utility easements. COA 08/26/04 2 DEPARTMENTS INCLUDE tLEJECT Canopy trees may bc planted outside of the casement so that roots and branches will not impact those utilities within the easement in the foreseeable future. The LDR, Chapter 7.5, Article I, Section 18.1 gives public utilities the authority to remove any trees that interfere with utility services, either in utility easements or public rights-of-way. 6. Palm Beach County Health Department permits will be required for thc water and sewer systems serving this project (CODE, Section 26-12). 7. Fire flow calculations will be required demonstrating the City Code requirement of 1,500 g.p.m. (500 g.p.m, some residential developments) with 20 p.s.i, residual pressure as stated in the LDR, Chapter 6, Article IV, Section 16, or the requirement imposed by insurance underwriters, whichever is ~eater (CODE, Section 26-1 8. The CODE, Section 26-34(E) requires that a capacity reservation fcc be paid for this project either upon the request for the Department's signature on the Health Department application forms or within seven (7) days of site plan approval, whichever occurs first. This fee will be determined based upon final meter size, or expected demand. 9. Comprehensive Plan Policy 3.C.3.4. requires the conservation of potable water. As other sources are readily available City water shall not bc allowed for irrigation. 10. A building permit for this project shall not be issued until this Department has approved the plans for the water and/or sewer improvements required to service this project, in accordance with the CODE, Section 26-15. 11. Utility construction details will not be reviewed for construction acceptability at this time. All utility construction details shall be in accordance with the Utihties Department's "Utilities Engineering Design Handbook and Construction Standards" manual (including any updates); they will be reviewed at the time of construction permit application FIRE Comments: 12. Hydrants must flow a minimum of 1500gpm ~ 20psi over domestic use. These hydrants must be fully operational before construction can begin. 6060 13. All security entrance gates must have an electronic key number pad or an approved alternative and be compliant with the minimum fire department requirements of Section 9-1: Roadway Security Gates and Emergency Access. COA 08/26/04 3 DEPARTMENTS INCLUDE REJECT 14. Fire Department access shall be maintained throughout construction. This includes any security gates. City Ordinance 9-3F. POLICE Comments: None BUILDING DMSION Comments: 15. Every exterior wall within 15 feet of a property line shall be equipped with approved opening protectives per 2001 FBC, Section 705.1.1.2. 16. Buildings, structures and parts thereof shall be designed to withstand the minimum wind loads of 140 mph. Wind forces on every building or structure shall be determined by the provisions of ASCE 7, Chapter 6, and the provisions of 2001 FBC, Section 1606 (Wind Loads). Calculations that are signed and sealed by a design professional registered in the state of Florida shall be submitted for review at the time of permit application. 17. Every building and structure shall be of sufficient strength to support the loads and forces encountered per the 2001 FBC, Section 1601.2.1 and Table 1604.1. Indicate the live load (psf) on the plans for the building design. 18. Add to all plan view drawings of the site a labeled symbol that represents the location and perimeter of the limits of construction proposed with the subject request. 19. At time of permit review, submit signed and sealed working drawings of the proposed construction. 20. CBBCPP 3.C.3.4 requires the conservation of potable water. City water may not, therefore, be used for landscape irrigation where other sources are readily available. 21. A water-use permit from SFWMD is required for an irrigation system that utilizes water from a well or body of water as its source. A copy of the permit shall be submitted at the time of permit application, F.S. 373.216. 6061 COA 08/26/04 4 DEPARTMENTS INCLUDE REJECT 22. If capital facility fees (water and sewer) are paid in advance to the City of Boynton Beach Utilities Department, the following information shall be provided at the time of building permit application: a. The full name of the project as it appears on the Development Order and the Commission-approved site plan. b. The total amount paid and itemized into how much is for water and how much is for sewer. (CBBCO, Chapter 26, Article II, Sections 26-34) 23. At time of permit review, submit a signed and sealed survey as required by CBB LDR, Chapter 2, Section 9. 24. Pursuant to approval by the City Commission and all other outside agencies, the plans for this project must be submitted to the Building Division for review at the time of permit application submittal. The plans must incorporate all the conditions of approval as listed in the development order and approved by the City Commission. 25. The full address of the project shall be submitted with the construction documents at the time of permit apphcation submittal. The name of the project as it appears on the Development Order must be noted on the building permit application at the time of apphcation submittal. PARKS AND RECREATION Comments: None FORESTER/ENVIRONMENTALIST Comments: Map of Boundary Survey sheet 13 total Existing Tree species; Live Oak (5), Palm (6), Almond tree (1), and Rubber tree (1). 26. The landscape plan does not indicate the trees that will be preserved, relocated, or removed / mitigate on-site. Therefore, at the time of permitting, the landscape plan (sheet L1 of 2) shall indicate those trees that would be preserved, relocated, and removed / mitigated on the site. Also, the landscape plan tabular data should indicate the total cahper inches of existing trees proposed to be removed and show all caliper inches of replacement trees on the landscape plan. A separate symbol should be used on the landscape plan to identify the mitigation trees. Staffrecommends preserving any Live Oak or Palm trees that are in good health. This determination will be made at the time of permitting, ouoz COA 08/26/04 5 DEPARTMENTS INCLUDE REJECT PLANNING AND ZONING Comments: 27. Approval of this project is contingent upon the approval of the corresponding requests for annexation (ANEX 04-004) and land usc amendment / rezoning (LUAP, 04-008). 28. On the site plan tabular data (sheet S-l), please indicate the following: Previous Land Use - General Commercial (High Commercial CH/5); Approved Land Use - Local Retail Commercial (LRC); Previous Zoning - General Commercial (CH/5); and Approved Zoning - Community Commercial (C-3). 29. On the floor plan (sheet A-l), indicate the area(s), expressed in square feet, of each use and its respective building area. The total of each floor should equal 11,989 square feet as indicated in the site plan tabular data. 30. The project surveyor certifies that the lot area is 31,702 square feet. The site plan tabular data does not reflect the same. Prior to the issuance of any permits, revise the site plan tabular data so that the statistical information on the site plan is based on the area of the survey. 31. The removal / relocation of trees is subject to review and approval of the City Forester / Environmentalist. 32. On the landscape plan (sheet 1 of 1), ensure that the plant quantities must match between the tabular data and the graphic illustration. 33. Fifty percent (50%) of all site landscape materials must be native species (Chapter 7.5, Article II, Section 5.P). Please categorize the plant material and quantify as follows: Shade trees, Palm trees, Shrubs & Groundcover. 34. The monument sign must be located at least 10 feet from the front (east) property line (Chapter 21, Article 111, Section 5.). 35. Staff recommends reducing the intensity of the proposed building colors in order to achieve a higher degree of compatibility with the surrounding properties. Therefore, staff recommends utilizing the following Sherwin Wilhams paint: Champagne #6644 and Orange Blast #6646. Also, the color(s) of the buffer wall (in the rear), the columns of the fence (in the front), and the monument sign should resemble and be compatible with the approved colors of the buildin$. 6063 COMMUNITY REDEVELOPMENT AGNECY CONDITIONS: Comments: COA 08/26/04 6 DEPARTMENTS INCLUDE REJECT 36. To be determined. CITY COMMISSION CONDITIONS: Comments: 37. To be determined. MW elj S:\Planning\SHARED\WP~PROJECTS\Edward Medical Office\NWSP 04-012\COA.doc 6064 DEVELOPMENT ORDER OF THE CITY COMMISSION OF THE CITY OF BOYNTON BEACH, FLORIDA PROJECT NAME: Edward Medical Office Building APPLICANT: APPLICANT ADDRESS: Mr. Hany Edward 2657 Northwest 29th Avenue Boca Raton, FL 33434 DATE OF HEARING RATIFICATION BEFORE CITY COMMISSION: September 21, 2004 TYPE OF RELIEF SOUGHT: Request new site plan approval for the construction of a 11,957 square foot building on a 0.72 acre parcel in the C-3 zoning district. LOCATION OF PROPERTY: West side of South Federal Highway, approximately 350 feet south of the intersection of Old Dixie Highway and South Federal Highway. DRAWING(S): SEE EXHIBIT"B" ATTACHED HERETO. THIS MATTER came before the City Commission of the City of Boynton Beach, Florida appearing on the Consent Agenda on the date above. The City Commission hereby adopts the findings and recommendation of the Community Redevelopment Agency Board, which Board found as follows: OR THIS MATTER came on to be heard before the City Commission of the City of Boynton Beach, Florida on the date of hearing stated above. The City Commission having considered the relief sought by the applicant and heard testimony from the applicant, members of city administrative staff and the public finds as follows: Application for the relief sought was made by the Applicant in a manner consistent with the requirements of the City's Land Development Regulations. The Applicant HAS HAS NOT established by substantial competent evidence a basis for the relief requested. The conditions for development requested by the Applicant, administrative staff, or suggested by the public and supported by substantial competent evidence are as set forth on Exhibit "C" with notation "Included". The Applicant's application for relief is hereby GRANTED subject to the conditions referenced in paragraph 3 hereof. DENIED 5. This Order shall take effect immediately upon issuance by the City Clerk. All further development on the property shall be made in accordance with the terms and conditions of this order. 7. Other hub) DATED: City Clerk S:\Planning\SHARED\WP\PROJECTS\Edward MediCal Office\NWSP 04-012\DO.doc VII. Director's Report Any person who decides to appeal any decision of the Community Redevelopment Board with respect to any matter considered at this meeting 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. 6066 The CRA shall furnish appropriate auxiliary aids and services where necessary to afford an individual with a disability an equal opportunity to participate in and enjoy the benefits ora 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. MEMO To: CRA Board From' Douglas Hutchinson Date: September 14, 2004 Subject: CRA Activities Development Items: Town Square Taskforce - The City Manager will move on items presented at the joint workshop to move forward on the Town Square process. DH Boynton Beach Blvd/Promenade/Riverwalk Design/Build RFQ Promenade revised Design Concepts and Riverwalk construction alternatives will be formalized. DH Way-Finding Signage Program - The signs'~for the first phase of signs were delivered to the City of Boynton Beach warehouse. We have received three bids for installation and selected Kay Enterprises. I have received an update for Paul Kellner of Guidance Pathways, Inc., which I have attached. SV MLK Property Acquisition Phase I - TUG has begun property notifications and briefings with both the CDCs. Appraisals have been finished. We expect a steady amount of contracts for purchase to be presented to the CRA over the next 60 days however; I have asked for a re-assessment of our appraisals in the Phase I area. This review will not un-duly delay any purchase or activity in the project. DH Design Guidelines Overlays - The document has been given back to RMPK Group for their next revision. Work has been delayed due to a conflict.in LDR mixed-use re-writes not matching new LDR concepts, therefore no Design Guidelines can be written until this is resolved by the City in April. DH Museum Feasibility Study Team - Final study is here and has been distributed the CRA Board Members and the City. DH · Genesis Business Program - The twenty one candidates have been evaluated and sixteen finalists have been selected to move to the next round which is an interview with the selection committee. Twelve finalists will be selected to participate in the pro.qram. The Interviews are scheduled for September 10th and 13th. The finalist will be announced on September 16~ at the Development Fair. AG Business Development Fair- Due to the inclement weather the event was postponed. Staff will work to reschedule the event for late September. AG "State-of-the-CRA" Recoqnition Event: Due to the weather the event was postponed. Staff will reschedule the event for late October. AG inclement work to Land Development Regulation (LDR) - LDR re-write will be by the City of Boynton Beach Staff The RMPK Group has been released from the City's LDR contract. DH Grants Update Delray-Boynton Academy has had several Problems includin.q relocatin.q their structures, electrical issues and permit problems. They are expectin.q a Certificate of Occupancy by November 2004. St. Mark Church is pro.qressin.q with their buildin.q. The parkin.q and landscapin.q will be started soon. · City Commission Actions - Ratification of CRA Action: Waterside (HTEX 04-003) - 3655 North Federal H~qhway- Request for a he~qht exception to allow a decorative cupola to extend above the 45 foot maximum hei.qht provision in the infill Planned Unit Development (IPUD) zonin.q district. · Trolley Update - Plans for the trolley are on the way. Staffhas taken steps as outlined by the purchasin.q policy to identify and select a marketin.q firm that will spearhead the rollout of the pro.qram. SV bUb~ UPDATE ON THE WAY FINDING SIGNS As I mentioned before all of the permitting documentation has been completed and the applications have been forwarded to the appropriate regulating authorities. There are three involved: The City of Boynton Beach, FDOT and the County. The city has already approved and returned the application for the one sign that is located on a city street. I have had that back from them for a few weeks. I have been working with Dennis Preite. He is a great guy and very helpful. I have been calling the County and leaving messages for an update. According to the last person I spoke with, the application was in for review and I would have a response no later than the 17th. I have called every day and left a couple of messages and cannot seem to get a complete response. I was told that there were comments and that they were forwarded to me but I have not received them. I will try to get through again today to see why we don't have a response. On August 23, 2004 I heard from the County. The application has been reviewed and there are a few minor medications that must be made. I plan to make the necessary correction and return ASAP. When FDOT reviewed the package I sent to them they made two comments. The first was that they needed a second package because the two signs involved are not on the same street. They did not advise me of that requirement previously. The second comment was that I needed a representative of the City of Boynton Beach to sign the application. I was not advised of that requirement either. I am now working with Rosie Everett at FDOT and she is well informed and helpful. I think we have turned a corner there. I have created two .new complete packages (in triplicate) with applications and sent them to Dennis. I spoke with him last week and he told me that he would get them processed for me and get them .back into FDOT as quickly as possible. He advised me that FDOT has been pretty backed up lately and that things are not being processed very quickly. I will plead my case with Rosie once they are back in her hands since we already submitted the packages a while back. The bulk of the signs are located on county roads and I will continue to pressure them get back to us with a response. If FDOT takes too long we can consider installing all but the two FDOT signs first. Thanks for your patience. I will talk to you soon. Thanks, Paul Paul F. Kellner Guidance Pathway Systems P.O. Box 51086 6070 Work is on St Mark Church OLI/I Newsletter Findings Staff has spent several months researching the possibility of a Quarterly Newsletter. The following options were explored: A quarterly newsletter Sponsored by one of the local News Papers. Sponsorship would include the design layout and distribution (printed on newspaper quality paper) · A quarterly newsletter designed by a subcontractor printed, batched and mailed by a mailing house (printed 2 color on glossy premium paper) The Palm Beach Post and the Sun - Sentinel, two desktop publishers and a mailing house were contacted and asked to submit proposals. The results are included. Staff has disclosed that there are a 16,000 residents and businesses in the zip code 33435 which also reflects the CRA Boundaries. The scenarios below are the results of the bid process and depicts the annual cost to the CRA · Palm Beach Post · Sun-Sentinel · Two Gee Design · Desktop Design Services $0 (no cost to the CRA) (No Bid) $33,286.O0 $36,680.00 6072 Boynton CRA Newsletter Proposal The Palm Beach Post Description of Project: A 12-page newsletter published quarterly by the Boynton CRA, designed, printed and mailed by The Palm Beach Post. 1. Contact person: Garrett Foster: (561) 820-4920- gfoster@pbpost.com 2. Outline of due dates: Copy/photos due four weeks prior to mailing; proof deadline is two xveeks prior to mailing; press date is one week prior to mailing. 3. Layout: The newsletter will be the same format and size as the Boynton Chamber newsletter. It will be 12 pages, with color on the cover and center spread. Someone from the CRA should be available to read the newsletter 2-3 days before it goes to press. 4. Printing: The newsletter will print on the suburban press at The Palm Beach Post, one week prior to mailing. 5. Advertising space: Our advertising department will not sell ads in the newsletter. The Post will use one page in the newsletter to promote our newspaper. 6. Rates: NA, because no ads will be sold. 7. Ownership: The Palm Beach Post is owned by Cox Enterprises Inc., a multi-media company headquartered in Atlanta, Georgia 8. Distribution: Newsletter will be mailed to all residents and businesses in zip code 33435. The Post will absorb the cost of this mailing. Production Details: The Post will design a masthead and graphic format for the newsletter that is complementary to the Boynton CRA's other printed publications. We will provide final art for the design, once approved by CRA. The CRA will provide stories and photos for each newsletter to the Marketing Department of The Palm Beach Post. The Post will then edit the stories for length and grammatical style and design the individual pages. A representative from the CRA will then come to The Post to review the page proofs. The Post will make any final changes, print and mail the newsletters to all residents and businesses in zip code 33435. Terms of the Agreement: The Post agrees to provide the materials and services needed to print and mail newsletters for one year ( i.e. 4 newsletters) at no cost to the Boynton CRA. At the end of nine months, we can both assess the success of the project, and whether to continue. Sun - Sentinel This organization has refused to take pa.rt in the bid process. 6073 Two Gee Design Proposal I have spoken with Gall Ganzlin at Two Gee Design the same design company used by Wayne Seagal for the City's newsletter; she has quoted 1200.00 for initial set up and 800.00 subsequently each month for 8 to 12 pages 8.5X11 2color. Design & Mailing Ist Quarter Monthly Processing Folding 16,000 6.05 each Tab 16,000 @ .08 Address imprinting 16,000 @ .07 Postage 16,0006.26 (Bulk Rate) Total 1,200.00 60.00 800.00 1,280.00 1,120.00 4,160.00 8,620.00 Design & Mailing 2nd, 3rd & 4th Monthly Processing Folding 16,000 6.05 each Tab 16,000 @ .08 Address imprinting 16,000 @ .07 Postage 16,000@.26 (Bulk Rate) Total 800.00 .60.00 800.00 1,280.00 1,120.00 4,160.00 8,220.00 Design & Mailing one year 33,286.00 Desktop Design Services Proposal I have spoken with Lori Livergood of Desktop Design services. She currently designs the city of Highland beach's news letter. She has quoted approximately $1500 to $1750 per quarter. Design and Formatting First Quarter Second Quarter Third Quarter Forth Quarter 1,750.00 1,75O.00 1,750.00 1,750.00 Printing/Mailing Monthly Processing Folding 16,000 @.05 each Tab 16,000 @ .08 Address imprinting 16,000 @ .07 Postage 16,000@.26 (Bulk Rate) 60.00 800.00 1,280.00 1,120.00 4,160.00 Design & Mailing per quarter 9,170.00 Design & Mailing per Year 36,680.00 Great American Printer & Mail House Located 609 North Railroad Ave Boynton Beach, FI 33435 736-3838 Quantity 16,000 Folds Tab Monthly Process Imprint addresses Any flyers inserted is .05 each .08 each 60.00 per month .07 each .05 each In order to make the mailing process cheaper and less cumbersome a bulk mail receipt can be applied for at the Post Office 3200 Summit Blvd West Palm Beach 33406 561-697-1952. The Cost is $150.00 annually. 6076 Recommendations 12 page 2 color quarterly newsletter to be designed and formatted by the Palm Beach Post. The Post will mail the newsletter at no cost to the CRA to all residents and businesses within the CRA boundaries. The Post and Jack of Arts (CRA Web Master) will work together to create a look that is consistent with the website and other branding material. All contributors will invited to an information session during which content and deadlines will be discussed. Finally Staff recommends one news letter for the last quarter of 2004 with a projected mail date of the last week in December. This issue will recap the entire year. Quarterly Articles · CRA Executive Director · Chamber President · City PlO Manager/Museum Director · Commissioner's Corner/On rotation · Annette Gray Program/Events · Susan Vielhauer Grants · CRA Board Membedon rotation Community organizations · BODA · INCA · Heart of Boynton · Neighborhood Association · CDC's Additional Sections Calendar of Events Business of the Quarter Developer of the Quarter FaCade Grant award Recipient 6077 6079 6087 ~ ~ ~ o o o o o o o o o 0 o ~ ~'- ~ ~ ~' ~' ~ o o o o o o o .0 .0 .0 .0 .0 .0 .0 .0 .0 .0 .0 .0 .0 .0 .0 0 0 0 0 0 0 0 O' 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 6091 o o o o o o. o t- C C; C C C t- C; t- C t- C t- C 0 0 0 0 0 0 0 O' 0 0 0 -0 0 0 0 0 0 0 0 0 0 0 0 -0 0 0 0 0 0 0 60~2 Q. Q. O. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 O' 0 0 0 -0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 O' 0 0 0 0 0 0 0 0 0 '0 ,~0 0 _0 0 0'~ -.o o o o ~i , I 6095 6O96 : Zz 6097 6099 6101 6102 6103 6104 CD 0 0 0 0 0 0 0 :0 0 0 0 0 0 0 0 0 0 6105 6106 6107 § :8 6108 0 :0 O: 0 0 0 ::0 mO 0 0 :0 0 0 :0 0 6109 6110 E E o o ~ oo VIII. Old Business Any person who decides to appeal any decision of the Community RedeveloPment Board with respect to any matter considered at this meeting 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 furnish appropriate auxiliary'aids and serViCes where necessary to afford an individual with a disability an equal oppommity 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. IX. New Business Any person who decides to appeal any decision of the Community Redevelopment Board with respect to any matter considered at this meeting 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 furnish appropriate auxiliary aids and Services Where necessary to afford an individual with a disability an equal oppommity 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. MEMO To: CRA Board From: Douglas Hutchinson Subject: Direct Incentive Request from the Promenade at Boynton Beach Date: September 14, 2004 Project Applicants Analysis This is the Staff review and analysis of the Direct Incentive Program request from Boynton Waterways Investment Associates, LLC. for their Promenade at Boynton Beach project, located at Federal Highway and Boynton Beach Boulevard. This project has submitted for site plan approval to both the CRA and the City. The project has approval from each. Note that the CRA Direct Incentive Program is for eligible projects that score from 50 to 100 points under the program criteria. The maximum incentive is capped at 50% of the new tax increment the project creates. Therefore, the CRA retains a minimum of 50% of the project's tax revenue stream for our budget use. The incentive period runs up to 10 years. Also be aware that no incentives are granted until the project is completed is on the tax rolls and pays taxes. The applicant receives incentive funds after the CRA receives the full increment from the City and County through the County Tax Collector's Office. Application: The application submitted by Boynton Waterways Investment Associates, LLC has been reviewed and found to be complete by Staff. The applicant had the option of providing a Feasibility Study or MAI Appraisal Summary. They have submitted the appraisal information. This information appraisal relates to the required Economic Impact Study and determines the applicant's investment impact on the community. The Applicant is the first to address the Affordable Access element and the calculations conform to the intent of the Incentive Program. I will give further analysis in the scoring review portion for this analysis. The applicant has highlighted and defined substantial public amenity features. Those have been indicated in the plan documents in their application. Scoring: The applicant is scored on six (6) issues. The points have been structured to create superior project elements. Many of the scoring criteria are evaluated through straight mathematical formulas; others, by design are subjective to allow the Board to impact the ultimate incentive outcome. It may be possible for a project to score over 100 points; however, the incentive participation runs from 50 to 100 points. This point score becomes a simple percentage (50% to 100%) to establish the applicant's portion of the potential incentive level. Note that anything under 50 points (50%) is not eligible for incentive through this program. Staff has Scored the non-subjective elements, they are as follows: 6116 Project Size: The project size according to the MAI Appraisal is $136,000.000. Projects of $50,000,000 plus receive twenty (20) points. Type of Project: The applicant actually has two key uses for the CBD. There are "Mixed Use with Residential" and "Hotel/Conference Centers". The project scores twenty (20) points Project Location: The project location is in the CBD and on two major highways; Federal Highway and the Boynton Beach Boulevard and scores ten (10) points. Economic Impact: The economic impact measures the project's impacts on the entire city, not just the CRA's TIF. This is critical to evaluate if an incentive is warranted. The project generates $21,351,798 in total annual impact. The projected annual TIF to the CRA is $1,184,876. Assuming the project receives one hundred percent (100%) of the potential program incentives, the annual incentive is 100% (incentive scoring percentage) X 50% (incentive program percentage) X $1,184,876 = $592,438 potential annual incentive. Therefore, the impact multiplier is figured as $21,351,798/$592,438 = 36 times the CRA incentive. This scores five (5) points. Affordable Access: This is a new provision for the applicants to address. The project must score a minimum of two (2) points. The discounts for Affordable Access are for a minimum term of 10 years (for rental property). Property purchasers are limited to price increase of 3% annually plus unit improvements by the owner over the period of the incentive. The project has two (2) uses to qualify for affordable access. The applicant is placing one thousand nine hundred twenty (1,920) square feet of the project's total nineteen thousand two hundred (19,200) square feet of commercial retail space into the program or ten percent (10%) further the project will rent this space at a price fifty percent (50%) of the average rental rate of non-program space. The combination of the amount of space and rental rate scores ten (10) points on the Affordable Access scoring graph. The applicant is proposing sixteen (16) residential condominium units or five percent (5%) of the total three hundred seventeen (318) units as having a sale price of $268,000 or less. The price threshold is the maximum retail value a moderate wage earner (two person household) at one hundred and twenty (120%) of Palm Beach County's median income can qualify for a mortgage. The mortgage is defined as maximum of thirty-two percent (32%) of income set aside for housing with a ninety-five percent (95%) loan at a six percent (6%) interest rate with a thirty (30) year term. The average unit sale prices at $214,500 is forty four percent (44%) below the average sale price $384,570 of the remaining units. This five percent (5%) of units at forty four percent (44%) below market scores the project three (3) points. The total Affordable Access scoring for both Retail/Commercial (ten (10) points) and Condo sales three (3) points is thirteen (13) total Affordable Access points. The TCEA requires an average five percent (5%)-of the CRA area's units to be workforce housing. This TCEA five percent (5%) affordable access figure is an average target percentage for all the CRA area. Note that while this project does not score extra 6117 points on the incentive graph, they meet the five percent (5%) target for Affordable Access. Given this project's location and caliber, the five percent (5%) in Affordable Access units has great merit. Project Quality: The final scoring element is project quality These 40 points reflect the projects architecture, landscape, public spaces and amenities, innovation, quality and overall contribution to the community. This scoring is designed to be subjective and solely at the CRA Board's discretion, therefore, Staff has no scoring. The project features are: · Over parked by 78 parking spaces, · Several sizable public areas, · Public improvements of site at the pond park entry, · Building massing and set backs from Federal Highway are very responsive to planning and Boynton's size and scale, · Architecture o Design/Styling/Details o Color · Public art commitment, · Has the sought after first downtown hotel. Direct Incentive Application Analysis Summary: The application is complete and reviewed by staff. The project scoring in non-subjunctive elements is as follows: · Project Size · Type of Project · Project Location · Economic Impact · Affordable Access · Project Quality · Subtotal (before quality score) 20 points 20 points 10 points 5 points 13 points TDB (0-40 points) 68 points The CRA Board scores the Project Quality Elements and this will be added to the other scores. The Board can adjust any score and shall disapprove or approve and/or adjust the level of the applicants request for incentives. The Board is requested to set the project's final scoring; set the incentive, if any, the project will receive; and instruct Staff to prepare the Incentive Agreement documents for Board approval. 6118 MEMO TO: CRA FROM: Douglas Hutchinson SUBJECT: Consideration of the CRA 2004/2005 Budget DATE: August 28, 2004 The CRA Board reviewed the proposed CRA 2004/2005 Budget at the Workshop held on August 26, 2004 and gave direction to move forward with the necessary financing instruments. Staff has moved forward to obtain a City-Backed Pledge for a 20-year bond issue, however; the process to obtain the pledge and bonds will extend past the September 30, 2004 deadline for the adoption of our budget. This funding is beyond the CRA's revenue stream and is conditional to City approval. Note: that any debt is subject to City approvals. Therefore this debt funding can not be included in our budget. According to Florida Statues 198.48, the CRA must adopt a balance budget. Staff has adjusted the CRA 2004/2005 Budget to the "Cash Only" Budget with the following adjustments: · Bookkeeper position has been removed, · Legal Services has been reduced from $175,000 to $75,000, · Lobbying has been removed, · Contracted Services includes only existing contracts for the 2004-2005 year, · Promotional/Business Meeting reduced to $0, · CRA Meetings/Events reduced to $0, · Association Meeting & Seminars reduced to $0, · Office Equipment/Furniture reduced to $0, · Career Development reduced to $0, · Printing-Annual Reports reduced to$0, 6119 · Website-Update Expansion reduced to $0, · Holiday & Street D(~cor reduced to $0, · CRA Grant Programs reduced from $550,000 to $200,000, which includes all existing grants pending, · Promenade reduced to existing signed contract, · Riverwalk reduced to existing signed contract, · Heart of Boynton reduced to $684,457, which includes all existing contracts and money to purchase some additional properties, · Boynton Beach Blvd Land Purchase (Hall Property) reduced to $0, · Way-Finding Signs reduced to $0, · Town Square Project Development reduced to $0, · Savage Creatures Complex reduced to $45,000, · Miscellaneous Projects reduced to $0. Staff is recommending the approval of this attached 2004-2005 Budget by resolution, which is in accordance with Florida Statues Section 189.418. The CRA target budget will remain the CRA Board's preferred scope under the 20-Year Bond Program. If and when the City grants the CRA permission to secure debt, the CRA budget would be amended. 6120 Community Redevelopment Agency 2004~2005 Budget with 2004 to 2009 Budget Forecasts City of Boynton Beach CRA 639 E. Ocean Ave., Suite 107 Boynton Beach, FL 33435 561-737-3256 6121 City of Boynton Beach Community Redevelopment Agency Budget Workshop Projections 05/10/2004 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 6122 2 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: $ 195,215 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. _Aisc note that Developer support may be enacted to fulfill the TCEA study's mass transit element. 6123 3 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 Advertising $ 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 $ 201,835 $ 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 Grant $ 40,000 $ 40,000 Advertising & Sponsors $ 60,000 $ 58,000 Fares $ 0 $ Additional Grants $ 0 $ 0 Total Revenue $ 100;000 $ 98:000 System Total $ 301,835 $ 299,835 $ 40,000 $ 0 $ 0 $ 120,000 $ 50,000 $ 50,000 $ 50,000 $ 268,000 $ o $ o $ 0 $ 0 $ 14,469 $ 54,571 $ 60,000 $ 129,040 104;469 $ 104771 $ 110;000 $ 517:040 306,304 $ 306,403 $ 311,832 $ 1,526,209 Total Trolley 2004/2005: $ 301,835 Legal Repayment: Legal Repayment Agreement $ 2,769 Total Legal Repayment: $ 2,769 Total Other Income: $ 304,604 TOTAL REVENUES FOR 2004/2005: $ 6,717,556 6124 4 OPERATING EXPENSES Personnel Costs: This budget category includes five positions, Executive Director, Administrative Assistant, Controller, and Secretary. The Bookkeeper has been removed from this Budget. 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. Current positions have a forecasted 3% inflation adjustment, with the exception of the Controller who will have a one-time increase of $5,000 annually for these additional responsibilities. 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. Short 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: $ 280,086 (The current budget reflects a 3% average annual increase in wages.) 6125 5 PERSONNEL 2O04-2005 Director .troller Adm. Assistant Bookkeeper Secretary Annual Salary $ 96,305.00 $ 55,925.00 $ 44,290.00 $ 0 $ 27,045.60 Employers Workers FICA Comp 7.50% $ 38.00 $ 7,222.88 $ 456.00 $ 4,194.38 $ 456.00 $ 3,321.75 $ 456.00 $0 $ 0 $ 2028.42 $ 456.00 Health Life Insurance Insurance $ 5,963.00 $ 606.96 $ 5,963.00 $ 170.16 $ 5,963.00 $ 83.40 $o $ o $ 5,963.00 $ 0 S/T SEP I./T IRA Disability 5% $ 881.00 $ 4,815.25 $ 430.00 $ 2,796.25 $ 445.00 $ 2,214.50 $ 0 $ 0 $ 282.00 $ 1,352.28 04-05 $116,250.09 $ 69,934.79 $ 56,773.65 $ 0 $ 37,127.30 Total PERSONNEL 2005-2006 Director Controller Adm. Assistant Bookkeeper Secretary $ 223,566.60 $16,767.43 $1,824.00 $ 23,852.00 $ 880.52 $ 2,036`00 $11,178.28 $ 280,085.83 Employers Annual FICA Workers Health Life Salary 7.50% Comp Insurance Insurance 99,194.15 $ 7,439.56 $ 456.00 $ 6,559.30 $ 606.96 57,602.75 $ 4,320.21 $ 456.00 $ 6,559.30 $ 170.16 45,618.70 $ 3,421.40 $ 456.00 $ 6,559.30 $ 83.40 36,050.00 $ 2,703.75 $ 456.00 $ 6,559.30 $ 170.16 27,856.97 $ 2,089.27 $ 456.00 $ 6,559.30 $ 0 S/T L/T Disability $ 969.10 $ 473.00 $ 489.50 $ 473.00 $ 310.20 SEP IRA 5% $ 4,959.71 $ 2,880.14 $ 2,280.94 $ 1,802.50 $ 1,392.85 05-06 $120,184.78 $ 72,461.55 $ 58,909.24 $ 48,214.71 $ 38,664.59 Total PERSONNEL 2006-2007 :tor 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 Annual FICA Workers Health Life Salary 7.50% Comp Insurance Insurance $102,169.97 $ 7,662.75 $ 456.00 $ 7,215.23 $ 606.96 $ 59,330.83 $ 4,449.81 $ 456.00 $ 7,215.23 $ 170.16 $ 46,987.26 $ 3,524.04 $ 456.00 $ 7,215.23 $ 83.40 $ 37,131.50 $ 2,784.86 $ 456.00 $ 7,215.23 $ 170.16 $ 28,692.68 $ 2,151.95 $ 456.00 $ 7,215.23 $ 0 srr Disability $1,066.01 $ 520.30 $ 538.45 $ 520.30 $ 341.22 SEP IRA 5% $ 5,108.50 $ 2,966.54 $ 2,394.98 $ 1,856.56 $ 1,434.63 06-07 $124,285.42 $ 75,108.88 $ 61,153.75 $ 50,134.63 $ 40,291.71 Total PERSONNEL 2007-2008 Director Asst. Director Controller Adm. Assistant Bookkeeper Secretary Total PERSONNEL 2008-2009 $ 274,312.25 Annual Salary 105,235.07 68,000.00 61,110.76 48,396.88 38,245.45 29,553.46 350,541.61 Annual Salary I or $108,392.13 Asst. Director $ 70,040.00 Controller $ 62,944.08 Adm. Assistant $ 49,848.79 Bookkeeper $ 39,392.81 Secretary $ 30,440.06 $ 20,573.42 $ 2,280.00 $ 36,076.15 $1,030.68 Employers FICA Workers Health Life 7.50% Comp Insurance Insurance $ 7,892.63 $ 456.00 $ 7,936.75 $ 606.96 $ 5,100.00 $ 456`00 $ 7,936.75 $ 238.85 $ 4,583.31 $ 456.00 $ 7,936.75 $ 170.16 $ 3,629.77 $ 456.00 $ 7,936.75 $ 91.47 $ 2,868.41 $ 456.00 $ 7,936.75 $ 170.16 $ 2,216.51 $ 456.00 $ 7,936.75 $ 0 $ 26,290.62 $ 2,736.00 $ 47,620.52 $1,277.87 Employers 61:26 FICA Workers Health Life 7.50% Comp Insurance Insurance $ 8,129.41 $ 456.00 $ 8,730.43 $ 606.96 $ 5,253.00 $ 456.00 $ 8,730.43 $ 238.85 $ 4,720.81 $ 456.00 $ 8,730.43 $ 170.16 $ 3,738.86 $ 456.00 $ 8,730.43 $ 91.47 $ 2,954.46 $ 456,00 $ 8,730.43 $ 170.16 $ 2,283.00 $ 456.00 $ 8,730.43 $ 0 $ 2,986.28 $13,715.61 s/'r SEP L/I' IRA Disability 5% $1,172.61 $ 5,261.75 $ 572.33 $ 0 $ 572.33 $ 3,055.54 $ 592.30 $ 2,419.84 $ 572.33 $ 1,912.27 $ 375.34 $ 1,477.67 $ 3,857.24 $14,127.08 s/'r SEP Lrr IRA Disability 5% $1,289.87 $ 5,419.61 $ 629.56 $ 3,502.00 $ 629.56 $ 3,147.20 '$ .651.52 $ 2,492.44 $ 629.56 $ 1,969.64 $ 350,974.39 07-08 $128,561.78 $ 82,303.93 $ 77,884.91 $ 63,523.28 $ 52,161.37 $ 41,015.73 $ 446,450.94 08-09 $133,024.40 $ 88,849.84 $ 80,798.24 $ 66,009.58 $ 54,303.06 Professional Services: Legal: The CRA is budgeting $75,000 for 2004-2005 Legal Services based upon the average of $6,250 per month. Legal Service spending was an average of $5,609' per month for 6 months in 2003-2004. Total Legal Services: $ 75,000 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: $ 0 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: Total New Projects 2004/2005 $ 0 6127 7 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 Phasell $ 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 Total Contracted Services $ 220,000 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 $ 1,5oo $ 1,500 Total IT Support: $ Staff has calculated a 5% increase per year for future budgets. 16..000 6128 8 Total Professional Services Office: Rent: Year 1 Rent $1,600.00 x 12 = Total Rent Future Projections - 2005 to 2009 $ 327,000 The CRA is proposing to continue to lease in the existing space for the 2004-2005 budget year. $ 19,200 $ 19,200 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 31000 75,o0o 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 $ 1,980 $ 1,60O $ 25o $, 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: $ 750 6129 9 Total Office Moving Expenses 2004/2005: Total Office Moving Expenses 2005/2006: Phone: Cell phones $111.00 x 12= T-1 line $241.50 x 12= Phones $355.84 x 12 = Total Phone: 5% increase years 2 through 5 Electric: Year 1 Electric $180.00 x 12 Total Electric: Total Office: Equipment Leases: 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. $ 0 $ 9,500 $ 1,332 $ 2,898 $ 4,270 $ 8,500 $ 2,160 $ 2..160 $ 34,710 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: $ 4,5OO 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 2,051 400 4,049 Total Insurance: 6130 $ 6,500 10 Insurance is calculated at 10% increase years two-five. Travel/Entertainment Expenses: Promotional/Business Meetings: 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: $ 0 CRA Meeting/Events: 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: $ 0 Association Meetings & Seminars: Total Association Meetings & Seminars: $ 0 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. The CRA will be obtaining information on several delivery services for package of the CRA in order to obtain the best price. Total Mileage & Delivery Services: $ 1,080 Car Allowance Director: The Director is allotted a car allowance of $3,708 per year. We are factoring in a 3% increase for inflation. Total Car Allowance Director: Total Travel/Entertainment Expenses: $ 3..708 $ 4,788 6131 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. $ 1,500 Total Office Expenses: Office Supplies: The CRA office supplies are pens, paper, disk, ink and general office products. The average office supplies are $825 per month for 2003-2004. Total Office Supplies: $ 9,500 Office Equipment/Furniture: Total Office Equipment/Furniture: $ 0 Total Office Equipment/Supplies $ 11,000 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 Patm Beach. Post Sun Sentinel 6132 12 $ 225 $ 595 $ 475 $ 70 $ 133 $ 168 PB Convention & Visitors Bureau FGFOA GFOA The Florida Business Journal Downtown Idea Exchange Downtown Promotion Reporter HR Specialist International Downtown Association Total Membership/Subscriptions: Books & Publications: Reference Books, Information Sources, etc. 75O 35 170 96 185 185 97 8oo $ 3,984 $ 1,000 Total Books & Publications: $ 1;000 Total Licenses, Books, Publication: Advertising - Public & Legal Notices: $ 6,234 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 $ 1,500 Career Development: Total Career Development: $ 0 Office Printing: Office Printing Expense: 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. $ 2,500 Total Office Printing Expense: 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 6133 13 Mailing Labeling Miscellaneous - $625 per quarter Total Newsletter: Printing- Annual Reports, Brochures: Total Printing: Total Office Printing: Debt Service: Loan Payment: In-kind Sponsorship In-kind Sponsorship $ 2,500 $ 2,500 $ 0 $ 5,000 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 rote. Total Loan Payment: Total Debt Service: $ 317,298 $ 317..298 TOTAL OPERATING EXPENSES: $ 999,617 6134 14 PROGRAMS Website Maintenance and 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 $5,000 to maintain the site. Total Website Maintenance and Expansion: $ 5,000 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 6135 15 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 Head 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 Village Royale on the Green and Village Royale over to the Tri-Rail Station and on to the Boynton Beach Mall and businesses on Congress Avenue. These vehicles are enclosed versus 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 6136 16 grant 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 2004-2005 2005-2006 2006-2007 2007-2008 2008-2009 Total Driver $ 72,800 $ 72,800 $ 72,800 $ 72,800 $ 72,800 $ 364,000 Cleaning $ 1,000 $ 1,000 $ 1,000 $ 1,000 $ 1,000 $ 5,000 Fuel $ 23,400 $ 23,400 $ 23,400 $ 23,400 $ 23,400 $ 117,000 Maintenance $ 25,935 $ 25,935 $ 25,932 $ 25,932 $ 25,932 $ 129,666 Total Variable Cost $ 123,135 $ 123,135 $ 123,132 $ 123,132 $ 123,132 Fixed Cost Signs $ 5,000 $ 1,000 $ 1,000 $ 1,000 $ 1,000 Shelters & Benches $ 0 $ 0 $ 0 $ 0 $ 5,000 Trolley $ 96,000 $ 96,000 $ 96,000 $ 96,000 $ 96,000 Insurance $ 21,600 $ 21,600 $ 21,600 $ 21,600 $ 21,600 Storage $ 3,600 $ 3,600 $ 3,600 $ 3,600 $ 3,600 Administration $ 500 $ 500 $ 500 $ 500 $ 500 Management $ 72,000 $ 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 2005-2006 2006-2007 2007-2008 2008-2009 Total Driver $ 38,223 $ 40,131 $ 42,151 $ 44,253 $ 46,465 $ 211,223 Cleaning $ 3,380 $ 4,096 $ 3,380 $ 3,380 $ 3,380 $ 17,616 Fuel $ 12,285 $ 12,285 $ 12,984 $ 12,285 $ 12,285 $ 62,124 Maintenance $ 3,443 $ 3,413 $ 3,413 $ 4,010 $ 3,798 $ 16,077 Total Variable Cost $ 57,331 $ 59,925 $ 61,928 $ 63,928 $ 65,928 Fixed Cost Signs $ 5,000 $ 1,000 $ 1,000 $ 1,000 $ 1,000 Shelter & Benches $ $ $ $ $ 5,000 Trolley S 47,775 $ 47,059 S 47,775 $ 47,775 $ 47,775 Insurance $ 10,800 $ 10,800 $ 10,800 $ 10,800 $ 10,800 Storage $ 3,000 $ 3,000 $ 3,000 $ 3,000 $ 3,000 Management $ 31,225 $ 28,665 $ 28,665 $ 28,665 $ 28,665 309,040 9,000 5,000 238,875 54,000 15,000 145,919 Total Fixed Cost $ 97,800 Total Cost Ocean $ 15.66131 S 89,524 $ 91,240 $ 91,240 $ 96,240 $ 149;449 $ 163:166 $ 155.168 ~ System Total $ 471.966 $ 467.284 $ 470:000 467,794 776.834 $ 479;000 $ 2.361.00.___.__~0 Total Trolley Programs: $ 471,966 6137 17 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. HeritageFest 2005 Caribbean Night Entertainment $ (Jamaican, Haitian, Spanish, Trinidad and Tobago) DJ/MC $ 300 Hospitality VIP Tent $ 850 Airline Tickets $ 750 Light & Sound $ 850 6138 18 8,000 Port-O-Lets $ 250 Limousine $ 500 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 $ 25O Production Sound $ 1,350 Pod-O-lets $ 349 Photography $ 74 Trophies $ 86 Art Supplies $ 40 Entedainment $ 5, 000 T-Shirts $ 232 Refreshments for the Bands $ 100 Community Family Program $ 1,000 Total $ 12,000 "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 6139 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 "Wheels 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. 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) Total Annual (Required sponsorship required) ,165 350 225 500 lOO 200 2,540 17,780 6140 20 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: Lake Worth 1st and 3rd Fridays Customs: Hot Rods, Abacoa 1st 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 State-of-the-CRA & Recognition Event - Attendance Projected 200 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. 6141 21 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) $ 5OO $ 2,150 $ 5,00o $ 500 $ 1,350 $ 100 9,600 2,85o 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 3O 42 1,428 1,500 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. 6142 22 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 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, 2004. Program for 2004/2005 will be for Phases III and V plus a 6143 23 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 1,250 300 200 2,100 5o0 1,500 1,0oo 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 Decor: $ 0 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 Neighborhood Groups and Associations $ 300 $ 95 $ 35 $ 95 $ 60 $ 1,000 $ 225 $ 1,825 to CRA 250 (BODA, Chamber, City Events/Activities Expand Public Access Meetings, Info and Resources) Mailings (5 mailings of 135 @ $.37) $ Total $ 250 Total Marketing/Promotions: $ 2,075 CRA Grant Program Commercial Fagade Grants: The CRA's $56,628 for the Fagade 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 6144 24 had three grant recipients and in 2003-04, we almost doubled that to five recipients. New Grants $ 30,000 Roll Over Grants $ 75..000 Total Commercial Fagade Grants $ 115,000 Single Family Owner Occupied Residential Fagade Improvements Grant: The "Single Family Owner Occupied Residential Facade Improvements Grant Program" provides a reimbursable matching grant up to $15,000 to encourage Residential Property Owners to upgrade heir properties by improving the external appearance of their homes. The result will halt deterioration stabilize property values, improve and upgrade appearance of the area, and facilitate and encourage redevelopment activity in the target area. The grant can be used for such elements as Fa(;ade Reconstruction and/or Architectural Improvement; Painting, Shutters, Awning/canopies, Doors/Windows, Landscaping around the Home, Irrigation, Exterior Lighting, and Exterior Wall Repairs. Each applicant must be the owner and reside in the property. Total Single Family Owner Occupied Residential Fagade Improvement Grant: $ 0 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, Roll Over Grants $ 85.000 Total Economic Business Grants $ 85,000 Existing Owner Assembly & Redevelopment Incentive Grant: The "Existing Owner Assembly & Redevelopment Incentive Grant Program" provides a reimbursable matching grant.up to $15,000 to encourage the self-assembly of adjacent properties for redevelopment. Thegrant program will be available to owners who plan to cooperatively assemble properties for redevelop within 12 months of completion of the grant activity work. The aggregate area of commitmentwill be a minimum of 1.5 acres assembled for projects up to the MU-L zoning and 2.0 acres for projects proposed as MU-H zoning. The minimum number of different grants applicants (properties) will be three. This grant can be used for survey, initial site planning, appraisals, legal and/or feasibility studies and other similar services for the assembled property areas. All participating property owners are sub applicants to the grant. Each sub-applicant must be listed in the grant application with the estimated costs for each of the requested activities. All costs associated as being part of an overall master assembly will be identified. Total Existing Owner Assembly & Redevelopment Incentive Grant: $ 0 Total CRA Grant Programs $ 200,000 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: Direct Incentives Loan (Arches): $ 0 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): TOTAL PROGRAM: 6146 26 $ 0 $1,077,991 PROJECTS CRA Office: Staff is recommending a down payment of $300,000 for the purchase of a building or land. Total CRA Offices: BBB/Riverwalk/Promenade Project: $ 0 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 Total Cost for 2004-2005 years: BBB Land Payment: $ 2,552,872 $ 180,383 $ 177,237 $ 2,910,492 The CRA is projected to contribute an additional $1,000,000 for the Hall Property. Total BBB Land Payment: $ 0 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: $ 684,457 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: $ 0 6147 27 Marina Parking Garage: 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 2005-2006. 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: $ 0 Savage Creatures Museum: This funding is to begin the next step towards potential establishment of the Savage Creature Museum concept in Boynton. Total Savage Creatures Museum: $ 45,000 Miscellaneous Projects: This category shall be for any special projects that may occur, which need to be completed by the CRA. Total Miscellaneous Projects: $ 0 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: $4,389,949 6148 28 ~ ~ l~i ~I I~I ~ ~ ~ " " ~I~II~I I I I II II II II II II I~ II II ~ II II Il Il Il Il Il Il Il Il Il Il Il I Il Il II II II II II II II II II II III II II II II II II II II II II II II I II Il Il Il Il il ii Il Il Il Il Il Ill Il . i~~ le/ > = II II II II II II II II II II II ~;;~ z ; I Ii~H~l MEMO TO: CRA FROM: Douglas Hutchinson SUBJECT: Consideration of the Resolution Adopting the CRA 2004/2005 Budget DATE: August 28, 2004 The CRA Board must approve the CRA 2004-2005 Budget by Resolution in accordance with Florida Statues Section 189.418. Legal Staff has reviewed and approved this Resolution. Staff is recommending the approval of the CRA 2004-2005 Budget by Resolution. RESOLUTION NO. 04-01 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 A RESOLUTION OF THE BOYNTON BEACH COMMUNITY REDEVELOPMENT AGENCY, ADOPTING THE BUDGET FOR THE FISCAL YEAR BEGINNING OCTOBER 1, 2004, AND ENDING SEPTEMBER 30, 2005; PROVIDING FOR CONFLICTS; PROVIDING FOR SEVERABILITY; PROVIDING FOR AN EFFECTIVE DATE. WHEREAS, the Fiscal Year for the BOYNTON BEACH COMMUNITY REDEVELOPMENT AGENCY ("CRA") begins October 1, 2004, and ends September 30, 2005; and WHEREAS, a Budget for the revenues and expenditures of the CRA for the Fiscal Year 2004/2005 has been prepared by the Controller and presented by the Executive Director for approval by the CRA Board; NOW, THEREFORE, BE IT RESOLVED BY THE BOYNTON BEACH COMMUNITY REDEVELOPMENT AGENCY THAT: SECTION 1. The foregoing "WHEREAS" clauses are hereby ratified and confirmed as true and correct and by this reference incorporated herein. SECTION 2. The CRA Budget, which is attached hereto as Exhibit "A" and expressly made a part hereof, is hereby adopted and shall be in full force and effect for the Fiscal Year beginning on October 1, 2004, and ending September 30, 2005. SECTION 3. The total available funds including all revenues are in the amount of $6,717,556.00. SECTION 4. All resolutions or parts of resolutiOns in conflict hereWith are hereby repealed to the extent of such conflict. 6154 Page 1 of 2 C:X,Documents and Settings\vielhauers.CITY~y Documeuts\resoulations\03-01 (Adopting Budget for Fiscal Year 2004- 2005).doc RESOLUTION NO. 04-01 1 2 3 4 5 6 SECTION 5. If any clause, section, other part or application of this Resolution is held by any court of competent jurisdiction to be unconstitutional or invalid, in part or application, it shall not affect the validity of the remaining portions or applications of this Resolution. SECTION 6. This Resolution shall become effective immediately upon its passage and adoption. PASSED AND ADOPTED BY THE BOYNTON BEACH COMMUNITY REDEVELOPMENT AGENCY BOARD, THIS DAY OF , 2003. BOYNTON BEACH COMMUNITY REDEVELOPMENT AGENCY, By: CHAIR C:XDocuments 2005).doc 6155 Page 2 of 2 and Settings\vielhauers.CITY~My DocumentsXresoulations\03-01 (Adbpting Budget for Fiscal Year 2004- MEMO TO: CRA FROM: Susan Vielhauer SUBJECT: Consideration of a Formal "Letter of Request" for the CRA to Issue Debt and Further Requesting the City to Consider Granting the CRA Credit Enhancement for Underwriting Purposes. DATE: September 9, 2004 The CRA Staff (Director Douglas Hutchinson and Controller Susan Vielhauer), CRA Legal Counsel Lindsey Payne and Financial Advisor Julie Turner met with the City of Boynton Beach Staff (City Manager, Kurt Bressner, Finance Director Diane Reese and In-Coming Finance Director Bill Mummert) and the City's Bond Counsel Mark Raymond. This was the initial meeting to begin the process for the CRA to obtain debt funding to support the CRA's proposed target Budget based on the proposed 2004-2009 Budgets. The first step for the CRA Board is to submit a formal "Letter of Request" to the City of Boynton Beach asking for approval for the CRA to secure debt upto the approximate amount of $19,575,000. The formal "Letter of Request" will also ask the City of Boynton Beach to grant a City-Backed Pledge for a 20-Year Tax-Exempt CRA Tax Increment Revenue Backed Bond offering. The City's credit enhancement will result in substantial interest cost savings to the City's Tax payers. The formal "Letter of Request" to the City Commission will have attached the proposed CRA Budget including the approximately $19,575,000, 20-Year Tax-Exempt CRA Tax Increment Revenue Backed Bond issue. Upon City Commission approval for the CRA to proceed to secure debt through a Bond issue with a back-up city pledge, Bond 6156 Counsel will draft a formal resolution. The Resolution will then be sent to the City Commission for adoption. Once we have the Resolution in place, the CRA Financial Advisor, Julie Turner and Bond Counsel, Mark Raymond, will move forward with the financing team to issue the 20-Year Bonds. The CRA Board will need to make the following motions to move forward: 1. Request the City to approve the CRA to secure debt in the approximate amount of $19,575,000. 2. Request the City to grant the CRA a City-Backed Pledge for a 20-Year Tax- Exempt CRA TIF revenue backed bond issue. 6157 City of Boynton Beach 100 E. Boynton Beach Blvd. Boynton Beach, FI 33435 September 14th, 2004 BEAC To: The Honorable Boynton Beach City Commission C/O: Kurt Bressner, City Manager The CRA Board formally requests the Boynton Beach City Commission grant the CRA the ability to secure debt up to the amount of $19,575,000 secured by the CRA Tax Increment Revenues (TIF). The CRA also requests the Boynton Beach City Commission to grant a back-up pledge to support a 20-Year Tax-Exempt Bond offering primarily secured by CRA Tax Increment Revenues. A City back-up pledge would allow the CRA's debt to be issued with bond insurance and rated "AAA", which is the highest tax-exempt bond rating. Such a rating will dramatically lower the interest cost to the CRA TIF and lock in complete funding for the Boynton Beach Boulevard Extension, Promenade, Riverwalk, Land Acquisition and additional Public Parking in the Marina Parking Garage at current historically Iow interest rates. The bonds also allow the CRA to invest TIF revenues to facilitate the entire Heart of Boynton Phase One project. Because of the economic vulnerability of Tax Increment Revenues, any bonds issued by the CRA without a back-up City pledge would likely be non-rated or Iow rated. Under current market conditions, such a financing would likely bear an interest rate at approximately 6.00%, which is approximately 1.50% higher than the current "AAA'-rated interest rate of 4.50%. This higher interest cost could result in an additional $4,000,000 in interest payments over 20 years for the CRA TIF. BOYNTON BEACH COMMUNITY REDEVELOPMENT A~ENC¥ 639 E. Ocean Ave Ste. 107 Boynton Beach, FL 33435 Office: 56!-737-3256 · Fax: 561-737-3258 In addition to the interest savings to the CRA TIF, the back-up City pledge provides the CRA with sufficient debt capacity to secure complete funding for the projects at today's interest rates, which are near 43-year lows. With a back-up City pledge, the CRA can issue debt with a coverage requirement of 1.35x tol.50x the CRA's last year 2003 Tax Increment Revenues. The proposed bond payment with the required coverage is approximately $1,500,000 out of the 2003 revenues of $2,400,000. Note that the 2004 CRA TIF revenues are set by the County Tax Office at $3,400,000, therefore the CRA has a current 2.6 times coverage. This coverage affords the community a piece of mind that the CRA TIF revenue stream can comfortably make the bond payments. This allows the CRA to lock in Iow cost, affordable payments and fund the projects in full. Without a back-up City pledge, the debt service coverage requirement would be up to 2.00x from the CRA's 2003 Tax Increment Revenues. This requirement for coverage will reduce the bonding capacity of the CRA and therefore would not provide sufficient funds to complete the projects, subjecting the projects to completion risk for the additional required amounts. Securing the funding in full at today's historically Iow interest rates with affordable annual payments is the most conservative approach to funding these important projects for the community. Please find attached the CRA's proposed Budget and Sources/Uses of the bond proceeds. The debt funding allows the CRA and City to move forward on critical community projects and provides future funding capacity to consider other projects as may they develop. This is in substantial contrast to the Budget the CRA passed to meet statuary regulations which limited budget expenditures to the CRA's annual TIF revenue stream. This budget is included for your review and will be used until and/or unless the City does not grant the CRA additional debt capacity. Thank you for your time and thoughtful consideration of this. CRA request. Sincerely, Jeanne Heavilin CRA Chair of the Board BOYNTON BraCH COMM~JNtTY REDEVi;I. OPMi;NT AGENCY 639 E Ocean Ave Ste t07 Boynton Be_ach. FL 334-35 Office; 561-737-3256 * Fox: 56}-737-3258 Z Z Z 0 0 0 0 BEACH Community Redevelopment Agency 2004~2005 Budget with 2004 to 2009 Budget Forecasts City of Boynton Beach CRA 639 E. Ocean Ave., Suite 107 Boynton Beach, FL 33435 561-737-3256 6160 Table of Contents 2004/2005 Budget Narrative ............................................. 1 2003/2004 Rollover Budget ............................................... 32 Budget Worksheets ......................................................... 43 Financing ...................................................................... 45 Cash Management .......................................................... 62 616I~ City of Boynton Beach Community Redevelopment Agency Budget Workshop Projections 05/10/2004 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 6162 2 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 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. 3 6163 as it comes due. Total Recapture of TIF Loan Principle 2004/2005: $ TIF Loan Interest: Interest paid by the Arches on the proposed TIF Loan figured at 2%. Total TIF Loan Interest 2004/2005: $ Interest Income on Reserves: Interest the CRA receives from investing reserve funds. Total Interest Income on Reserves: $ Other Income 195,215 0 Total CRA Projected TIF Revenue: $3,467,422 Recapture of TIF Loan Principle: The Arches will repay the principle on the proposed Incentive Loan 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 AdditionalGrants $ 0 $ 0 $ 0 $ 60,000 $ 60,000 $ 120 000 Total Revenue $ 201,835 $ 201,835 $ 201,835 $ 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 Grant $ 40,000 $ 40,000 $ 40,000 $ 0 $ 0 $ 120,000 Advertising & Sponsors $ 60,000 $ 58,000 $ 50,000 $ 50,000 $ 50,000 S 268,000 Fares $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 Additional Grants $ 0 $ 0 $ 14,469 $ 54,571 $ 60,000 $ 129,040 Total Revenue $ 100.000 $ 98:000 $ 104:489 $ 104:571 S 110:000 $ .517;040 System Total $ 301,835 $ 299,835 $ 306,304 $ 306,403 $ 311,832 $ 1,526,209 Total Trolley 2004/2005: $ 301,835 Legal Repayment: Legal Repayment Agreement Total Legal Repayment: Total Other Income: Debt $ 2,769 $ 2,769 $ 304,604 The CRA is proposing to issue a par amount of $19,575,000 in 20-year bonds for the financing of the CRA projects and programs. The cost of the issuance of the bonds, Underwriter Costs, Bond Insurance Premium and the Deposit Reserve Fund will be deducted from the par amount. Total Debt TOTAL REVENUES FOR 2004/2005: $17.716.868 $ 24,596,091 6164 4 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 nevy 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. Short 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.) 6165 5 PERSONNEL 2004-2005 Employers Workers Annual FICA Comp Salary 7.50% $ 38.00 Director $ 96,305.00 $ 7,222.88 $ 456.00 Controller $ 55,925.00 $ 4,194.38 $ 456.00 Adm. Assistant $ 44,290.00 $ 3,321.75 $ 456.00 Bookkeeper $ 35,000.00 $ 2,625.00 $ 456.00 Secretary S 27,045.60 $ 2028.42 $ 456.00 Health Life Insurance Insurance $ 5,963.00 $ 606.96 $ 5,963.00 $ 170.16 $ 5,963.00 $ 83.40 $ 5,963.00 $ 170.16 $ 5,963.O0 $ 0 S/T SEP L/T IRA Disability 5% $ 881.00 $ 4,815.25 $ 430.00 $ 2,796.25 $ 445.00 $ 2,214.50 $ 430.00 $ 0 $ 282.00 $ 1,352.28 04-05 $116,250.09 $ 69,934.79 $ 56,773.6 $ 44,644.1b $ 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 Annual FICA Workers Salary 7.50% Comp $ 99,194.15 $ 7,439.56 $ 456.00 $ 57,602.75 $ 4,320.21 $ 456.00 $ 45,618.70 $ 3,421.40 $ 456.00 $ 36,050.00 $ 2,703.75 S 456.00 $ 27,856.97 $ 2,089.27 S 456.00 Health Life Insurance Insurance $ 6,559.30 $ 606.96 $ 6,559.30 $ 170.16 $ 6,559.30 S 83.40 $ 6,559.30 S 170.16 $ 6,559.30 $ 0 S/T L/T Disability $ 969.10 $ 473.00 $ 489.50 $ 473.OO $ 310.20 SEP IRA 5% $ 4,959.71 $ 2,880.14 $ 2,28O.94 $ 1,802.50 $ 1,392.85 05-06 S 120,184.78 S 72,461.55 $ 58,909.24 $ 48,214.71 $ 38,664.59 Total PERSONNEL 2006-2007 Director Controller Adm. Assistant Bookkeeper Secretary $ 266,659.28 $ 19,974.19 $ 2,280.00 Employers Annual FICA Workers Salary 7.50% Comp $102,169.97 $ 7,662.75 $ 456.00 $ 59,330.83 $ 4,449.81 $ 456.00 $ 46,987.26 $ 3,524.04 $ 456.00 $ 37,131.50 $ 2,784.86 $ 456.00 $ 28,692.68 $ 2,151.95 $ 456.00 $ 32,796.50 $ 1,030.68 $ 2,714.80 $ 13,316.13 $ 338,434.87 Health Life Insurance Insurance $ 7,215.23 $ 606.96 $ 7,215.23 $ 170.16 $ 7,215.23 $ 83.40 $ 7,215.23 $ 170.16 $ 7,215.23 $ 0 SC L/T Disability $1,066.01 $ 520.30 $ 538.45 $ 520.3O $ 341.22 SEP IRA 5% $ 5,108.50 $ 2,966.54 $ 2,394.98 $ 1,856.58 $ 1,434.63 06-07 $124,285.42 $ 75,108.88 $ 61,153.7 $ 50,134.63 $ 40,291.71 Total PERSONNEL 2007-2008 Director Asst. Director Controller Adm. Assistant Bookkeeper Secretary Total PERSONNEL 2008-2009 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 Annual Salary $105,235.07 $ 68,000.00 $ 61,110.76 $ 48,396.88 $ 38,245.45 $ 29,553.46 $ 350,541.61 Annual Salary $108,392.13 $ 70,040.00 $ 62,944.08 $ 49,848.79 $ 39,392.81 $ 30,440.06 Employers FICA Workers 7.50% Comp $ 7,892.63 $ 456.00 $ 5,100.00 $ 456.00 $ 4,583.31 $ 456.00 $ 3,629.77 $ 456.00 $ 2,868.41 $ 456.00 $ 2,216.51 $ 456.00 $ 26,290.62 $ 2,736.00 Employers FICA Workers 7.50% Comp $ 8,129.41 $ 456.00 $ 5,253.00 $ 456.00 $ .4,720.81 $ 456.00 $ 3,738.66 $ 456.00 $ 2,954.46 $ 456.00 $ 2,283.00 $ 456.00 Health Life Insurance Insurance $ 7,936.75 $ 606.96 $ 7,936.75 $ 238.85 $ 7,936.75 $ 170.16 $ 7,936.75 $ 91.47 $ 7,936.75 S 170.16 S 7,936.75 $ 0 $ 47,620.52 S 1,277.87 Health Life Insurance Insurance $ 8,730.43 $ 606.96 $ 8,730.43 $ 238.85 $ 8,730.43 $ 170.16 $ 8,730.43 $ 91.47 $ 8,730.43(~]6¢ 170.16 $ 8,73O.43 $ 0 S~ SEP L/T IRA Disability 5% $1,172.61 $ 5,261.75 $ 572.33 $ 0 $ 572.33 $ 3,055.54 $ 592.30 S 2,419.84 $ 572.33 $ 1,912.27 $ 375.34 $ 1,477.67 $ 3,857.24 $14,127.08 S/I' SEP L/'r IRA Disability 5% $1,289.87 $ 5,419.61 $ 629.56 $ 3,502.00 $ 629.56 $ 3,147.20 $ 651.52 $ 2,492.44 .$ 629.56 $ 1,969.64 $ 412.88 $ 1,522.00 07-08 128,561.78 82,303.93 77,884.91 63,523.28 52,161.37 41,015.73 446,450.94 08-09 33,024.40 88,849.84 80,798.2,~ 66,009.58 54,303.06 43,844.37 Professional Services: Legal: The CRA is based upon budgeting $75,000 for 2004-2005 Legal Services the average of $6,250 per month. Legal Service 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: $ 30,000 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: $ 45,000 $ 10,245 $ 55,245 Seacrest Corridor Study Project Reserve TBD Total New Projects 2004/2005 6167 7 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 $ 1,500 Total IT Support: $ Staff has calculated a 5% increase per year for future budgets. 16..000 Total Professional Services $ 512,000 6168 8 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 6169 9 Office Moving Expenses: Staff is proposing to calculating $2,000 for $7,500 to move the IT equipment. Total Office Moving Expenses 2004/2005: Total Office Moving Expenses 2005/2006: Phone: Cell phones $111.00 x 12= T-1 line $241.50 x 12= Phones $355.84 x 12 = Total Phone: 5% increase years 2 through 5 Electric: Year 1 Electric $180.00 x 12 Total Electric: Total Office: Equipment Leases: move the office in 2005-2006. Staff is moving services for the CRA office and $ 0 $ 9,500 1,332 2,898 4,270 $ 8,500 $ 2,160 $ 2..160 $ 34,710 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 6170 10 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 $ 2,051 $ 400 $ 4,O49 Total Insurance: $ 6,500 Insurance is calculated at 10% increase years two-five. Travel/Entertainment Expenses: Promotional/Business Meetings: 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: $ 4,500 CRA Meeting/Events: 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: $ 2,150 Association Meetings & Seminars: 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, a.~d the Annual Meeting held in Hollywood, Florida Ma~/2005, will be attended by the Controller in order to 6171 11 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. 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 $ 47O $ 45o $ 123 $ 6oo $ 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 1,502 FGFOA - Annual Conference (1 person) Registration Meals ($41 x 5) Miles (100 x $.31 x 5 days) Total $ 260 $ 185 $ 155 $ 6O0 Staff is allotting $399.00 for Association meetings, which would be Chamber of Commerce luncheons and FGFOA luncheons. Total Association Meetings & Seminars: $ 11,222 6172 12 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. The CRA will be obtaining information on several delivery services for package of the CRA in order to obtain the best price. Total Mileage & Delivery Services: $ 1,080 Car Allowance Director: The Director is allotted a car allowance of $3,708 per year. We are factoring in a 3% increase for inflation. Total Car Allowance Director: $ 3..708 Total Travel/Entertainment Expenses: $ 22,660 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 supplies 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 6173 13 $ 1,100 $ 1,ooo $ 2,5O0 Color Laser Printer $ 3,000 Printer-Checks $ 500 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 7O 133 168 75o 35 170 96 185 185 97 800 Total Membership/Subscriptions: $ 3,984 Books & Publications: Reference Books, Information Sources, etc. $ 1,000 Total Books & Publications: $ 1 ..000 6174 14 Total Licenses, Books, Publication: Advertising - Public & Legal Notices: $ 6,234 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 $ 1,500 Career Development: 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 Determined Total Career Development: Office Printing: Office Printing Expense: $ 765 $ 369 $ 74 $ 1,208 $ 190 $ 205 $ 155 $ 550 $ 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 6175 15 Layout Mailing Labeling Miscellaneous - $625 per quarter Total Newsletter: Printing- Annual Reports, Brochures: In-kind Sponsorship In-kind Sponsorship 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: $ 15,000 Total Office Printing: $ 20,000 Debt Service: Loan Payment: 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. $ 317,298 Total Loan Payment: 2004-2005 Bond Principal and Interest: The CRA is proposing to issuance of 20-year bonds for CRA Projects and Programs. 2004-2005 Bond Principal and Interest: Total Debt Service: $ 429,308 $ 746.6O6 TOTAL OPERATING EXPENSES: $1,704,440 6176 16 PROGRAMS Website Maintenance and 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 Website Maintenance and 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 6177 17 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 Village Royale on the Green and Village Royale over to the Tri-Rail Station and on to the Boynton Beach Mall and businesses on Congress Avenue. These vehicles are enclosed versus 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 6178 18 grant 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 2004-2005 2005-2006 2006-2007 2007-2008 2008-2009 Total Driver $ 72,800 $ 72,800 $ 72,800 $ 72,800 $ 72,800 $ 364,000 Cleaning $ 1,000 $ 1,000 $ 1,000 $ 1,000 $ 1,000 $ 5,000 Fuel $ 23,400 $ 23,400 $ 23,400 $ 23,400 $ 23,400 $ 117,000 Maintenance $ 25,935 $ 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 $ 123,135 $ 123,132 $ 123,132 $ 123,132 $ 5,0O0 $ 1,000 $ 1,000 $ 1,000 $ 1,000 $ 0 $ 0 $ 0 $ 0 $ 5,00O $ 96,000 $ 96,000 $ 96,000 $ 96,000 $ 96,000 $ 21,600 $ 21,600 $ 21,600 $ 21,600 $ 21,600 $ 3,600 $ 3,600 $ 3,600 $ 3,600 $ 3,600 $ 500 $ 500 $ 500 $ 500 $ 500 $ 72,000 $ 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 2005-2006 2006-2007 2007-2008 2008-2009 Total Driver $ 38,223 $ 40,131 $ 42,151 $ 44,253 $ 46,465 $ 211,223 Cleaning $ 3,380 $ 4,096 $ 3,380 $ 3,380 $ 3,380 $ 17,616 Fuel $ 12,285 ' $ 12,285 $ 12,984 $ 12,285 $ 12,285 $ 62;124 Maintenance $ 3,443 $ 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 $ 9,000 $ $ $ $ $ 5,000 $ 5,000 $ 47,775 $ 47,059 $ 47,775 $ 47,775 $ 47,775 $ 238,875 $ 10,800 $ 10,800 $ 10,800 $ 10,800 $ 10,800 $ 54,000 $ 3,000 $ 3,000 $ 3,000 $ 3,000 $ 3,000 $ 15,000 $ 31,225 $ 28,665 $ 28,665 $ 28,665 $ 28,665 $ 145,919 Total Fixed Cost $ 97,800 $ 89,524 $ 91,240 Total Cost Ocean $ 155.131 $ 149:449 $ 153:168 System Total 471.966 91,240 $ 96,240 155;168 ~ 470.000 $ 472.000 $ 479:000 $ 467,794 $ 776:834 Total Trolley Programs: $ 471,966 6179 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 head 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. HeritageFest 2005 Caribbean Night Entertainment $ 8,000 (Jamaican, Haitian, Spanish, Trinidad and Tobago) DJ/MC $ 3OO Hospitality VIP Tent $ 850 Airline Tickets $ 750 Light & Sound $ 850 6180 20 Port-O-Lets $ 250 Limousine $ 500 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 Community Family Program $ 1,000 Total $ 12,000 "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 6181 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 "Wheels 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. 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) Total Annual (Required sponsorship required) $ 1,165 $ 35o $ 225 $ 5oo $ lOO $. 2oo 2,540 17,780 6182 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: Lake Worth 1st and 3rd Fridays Customs: Hot Rods, Abacoa 1st 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 State-of-the-CRA & Recognition Event - Attendance Projected 200 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. 6183 23 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) 5OO 2,150 5,000 500 1,350 lOO 9~600 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 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. 6184 24 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 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 Program was approved on March 9, activities and funding for 2004/2005 will be for Phases III Development Fair. 6185 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 5oo 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 Decor: $ 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 Neighborhood Groups and Associations 300 95 35 95 6O 1,ooo 225 1,825 (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 CRA Grant Program Commercial Fagade Grants: The CRA's $56,628 for the Facade 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 6186 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 Commercial Facade Grants $ 175,000 Single Family Owner Occupied Residential Facade Improvements Grant: The "Single Family Owner Occupied Residential Fa(;ade Improvements Grant Program" provides a reimbursable matching grant up to $15,000 to encourage Residential Property Owners to upgrade heir properties by improving the external appearance of their homes. The result will halt deterioration stabilize property values, improve and upgrade appearance of the area, and facilitate and encourage redevelopment activity in the target area. The grant can be used for such elements as Facade Reconstruction and/or Architectural Improvement; Painting, Shutters, Awning/canopies, DoorsRVindows, Landscaping around the Home, Irrigation, Exterior Lighting, and Exterior Wall Repairs. Each applicant must be the owner and reside in the property. Total Single Family Owner Occupied Residential Fagade Improvement Grant: $ 100,000 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. Delr. ay 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 fo.r the 2004/05 year with a-grant for $100,000. 6137 27 New G rants Roll Over Grants 00,000 85.000 Total Economic Business Grants $ 185,000 Existing Owner Assembly & Redevelopment Incentive Grant: The "Existing Owner Assembly & Redevelopment Incentive Grant Program" provides a reimbursable matching grant up to $15,000 to encourage the self-assembly of adjacent properties for redevelopment. Thegrant program will be available to owners who plan to cooperatively assemble properties for redevelop within 12 months of completion of the grant activity work. The aggregate area of commitmentwill be a minimum of 1.5 acres assembled for projects up to the MU-L zoning and 2.0 acres for projects proposed as MU-H zoning. The minimum number of different grants applicants (properties) will be three. This grant can be used for survey, initial site planning, appraisals, legal and/or feasibility studies and other similar services for the assembled property areas. All participating property owners are sub applicants to the grant. Each sub-applicant must be listed in the grant application with the estimated costs for each of the requested activities. All costs associated as being part of an overall master assembly will be identified. Total Existing Owner Assembly & Redevelopment Incentive Grant: $ 90,000 Total CRA Grant Programs $ 550,000 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 6188 28 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: $1,452,991 · : 6!89 29 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/Riverwalk/Promenade 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 $ 225,383 $ 1,133,976 Total Cost for 2004-2005 years: $ 3,912,231 Staff has broken the project into cost per each phase of the project as follows: Boynton Beach Blvd. Extension Riverwalk Promenade $ 7,187,580 $ 6,426,472 $ 3,404,791 Total BBB/Riverwalk/Promenade Project $17,018,843 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 6190 30 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 2005-2006. Total Marina Parking Garage: Town Square Project Development: $ 75O,0OO The funding is in partnership with the City of Boynton Beach to implement a Town Square development Program. Total Town Square Project development: $ 50,000 Savage Creatures Museum: 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 bythe Board. TOTAL PROJECTS: 6191 31 $8,282,231 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: Total TIF Funds: Interest Income: $2.517.635 $2,517,635 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 to be received: $ 4,994 Total Interest Income: $ 48,010 TOTAL REVENUE: $2,566,360 6192 29 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 Total Personnel: Professional Services: The following services contracted for the remainder of the 2003-2004 Budget Year: Legal spent to date: Legal to be spent: Total Legal $ 162,061 $ 92,145 $ 254,206 and studies have been City Staff spent to date: City Staff to be spent: Total City Staff 43,15O 33,592 76,742 Contracted Services spent to date: $ Contracted Services to be spent: $ Total Contracted Service $ $ 2,907 $ 3,093 $ 6,000 175,856 164,361 340,217 Contract Current Billed to Date Expected to Rolled onto Rolled onto Rolled onto Contract Bill 03-04 04-05 & New 05-06 & New 06-07 & New Projects Projects Projects 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 'I'CEA $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 6193 3O Total 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 $ 7,5oo $ 10,455 $ 1,5o0 $ 2,905 $ 14;860 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 1,5OO 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 6194 31 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 $ 1,075 1,925 3,000 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 6195 32 $ 2,215 $ 1,385 $ 3,.600 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: Licenses, Fees, Permits to be spent: Total Licenses, Fees, Permits 275 975 $ 1,25O 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 6196 33 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: $ 1,357 2,.643 Total Career Development: $ 4,OOO Office Printing 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. Office Printing spent to date: Office Printing to be spent: Total Office Printing $ 275 $ 975 $ 4,500 Newsletter spent to date: Newsletter to be spent: Total Newsletter: $ 0 $ o $ o Printing Annual Reports spent to date: Printing Annual Reports to be spent: Total Printing Annual Reports: $ 98O $ 16,520 $ 17,500 Total Office Printing Expense: $ 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: $ 150,878 $ 166.420 Total Debt Service: $ 317,298 TOTAL EXPENSES: $1,129,598 6197 34 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 $ lO,050 $ 20,000 $ 0 $ 25O,OOO $ 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: Business Development to be spent: Total Business Development: Holiday & Events Street Decor: Holiday & Events Decor spent to date: Holiday & Events Decor to be spent: Total Holiday & Events Street Decor: $ 0 $ 15,ooo $ 15,000 $ 0 $ 5.000 $ 5,000 6198 35 Fagade programs dollar for dollar up to $15,000. Fagade Grants spent to date: $ Fagade Grants to be spent: $ Total Fagade Grants: $ Fagade Grants Roll Over 2004/2005 $ Economic Development Grants: This program matching grant programs dollar for dollar up to $50,000. Economic Development Grants to date: $ Economic Development to be spent: $ Total Economic Development Grants: $ Economic Development Grants Roll Over 2004/2005 TOTAL PROGRAMS Grants: This program was established as a matching 18,253 16;747 35,000 75,000 was established 0 $100,000 $ 355,000 grant as a 6199 36 PROJECTS BBB/ Riverwalk/Promenade Projects: Construction has begun on the Boynton Beach Project. Extension/Riverwalk/and Total BBB Blvd to date: BBB Blvd to be spent: BBB Blvd Total Promenade to date: Promenade to be spent: Promenade: Total Riverwalk spent to date: Riverwalk to be spent: Riverwalk Promenade Design/Build $ 669,767 $1.718.048 $2,387,815 $ 0 $ 113,797 $ 113,797 $ 0 $ 113.797 $ 113,797 HOB Land Acquisition: HOB Land Acquisition spent to date: Riverwalk to be spent: Total HOB Land Acquisition: 7,058 342,942 $ 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 se~ices. Miscellaneous spentto date: Miscellaneousto be spent: Total Miscellaneous: 0 30,000 $ 30~000 6200 37 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 $3,110,860 6201 38 CAPITAL FUNDING AND CASH MANAGEMENT OPTIONS PREPARED FOR THE BOYNTON BEACH COMMUNITY REDEVELOPMENT AGENCY AUGUST 18, 2004 gRB.C Damn Rauscher 62O6 TABLE OF CONTENTS SECTION DESCRIPTION Capital Funding Options Summary of Bond Financing Steps Cash Management Options Appendix A. Bond Financing Numbers 6207 gRBC Dain Rauscher 6205 ~ RBC Dain Rau$cher As Financial Advisor to the Boynton Beach Community Redevelopment Agency (the "CRA"), RBC Dain Rauscher (" RBC Dain") was asked to review the capital funding options available to the CRA. Specifically, we were asked to review the following areas related to developing the CRA' s Capital Plan: · Short-term and long-term funding options for projects utilizing projected cash available and potential debt financings * Debt capacity over the next five years based upon the CRA' s current budget , Financing alternatives if debt is considered We have previously submitted preliminary financing options for discussion with the CRA. Based on feedback provided and updated project amounts, the following are revised alternatives for the CRA's consideration. DEBT CAPACITY The CRa, requested that we provide debt capacity calculations for each year in the Budget Projection. Based on the CRA's projected Tax Increment Revenues, a AAA-rated debt with a back-up City pledge and a 1.35x debt service coverage requirement and taking into account the CRA's existing loan payment, the CRA's debt capacity in each year for both 15-year and 20-year fmancings is as follows: TIFRevenues I$ 2,517,635 $ 3,467,422 $4,475,767. $5,500,285. $ 7,403,167 15-YearDebt Capacity*I $17,315,000 $8,225,000 $8,980,000 $ 9,450,000 $16,615,000 20-Year Debt Capacity* $ 20,740,000 $ 9,080,000 $ 9,830,000 $10,175,000 $18,305,000 *Financing capacity based on prior year's Tax Increment Revenues. Capacity amounts include funding of Costs of Issuance and a Debt Service Reserve Account. Based on current market rates + 0.50% for Year 1 and current market rates + 1.00% thereafter. The CRA's debt capacity would be increased by extending the final maturity of the financings to up to 30 years. · FINANCING SCENARIOS Based upon the revised Budget Projections provided by the CRA, debt £mancing is required to accomplish these significant capital projects. Following is the CRA's Budget Projection utilizing cash only, without any financing mechanisms, which illustrates the need for fmancings. It should be noted that no projects are currently included in the CRA's Budget Projections beyond FY 2006/2007 and additional projects will likely be added in the future. 6209 gRBC Dain Rauscher .. i i cl.~ ~ ~ cI E . ~ I'E~ ~1~ ~~ ~i oJ ~ i ~-~ ~ '~--~- -%--; ...... m ~- ?..... 6210 To f'mance these projects, RBC Dain reviewed the following potential funding scenarios: 1. Short-term Financing Through Bank Line of Credit 2. 15-Year, AAA-Rated, Insured Debt Financing in FY 2004/2005 (Backup City Pledge) and Line of Credit in later years 3. 20-Year, AAA Rated, Insured Financing in FY 2004/2005 (Backup City Pledge) Interest rates are currently near historical lows and it is a widely-held belief that rates will rise over the next several years. For both the 20-year tax-exempt bond and the 10-year Treasury (2 common benchmarks), interest rates have only been below current rates approximately 8% of the time over the past 20-25 years. Furthermore, most of these instances where rates have been below current rates have occurred in the past 1-2 years. Although the CRA will pay more interest in the 15-Year and 20-Year fmancing scenarios than the Line of Credit, a long-term f'mancing locks in current historically Iow interest rates and provides future cash flexibility to the CRA. At the end of the Budget Projection period, the CRA has more cash available in the long-term £mancing scenarios. The CRA is subject to the risk of rising interest rates in the Line of Credit scenario both during the Budget Period and thereafter if it needs to borrow in a higher interest rate environment for additional projects after FY 2006/2007. Due to the historically low interest rate environment and the likelihood of additional P~ects that will require funding in later years, RBC Dain recommends that the CRA consider a longer-term £mancing to finance current projects. A 20 -year financing allows the CRA to lock in historically low cost financing for all of its projects without bonding all of its 20-year debt capacity. The CRA's 20-year debt capacity is $20,740,000 and a 20-year financing of $19,575,000 provides sufficient funds to complete the projects in the CRA's budget, which is 94% of the 20-year debt capacity. The $19,575,000 bond issue includes funding for all costs of issuance and a cash funded debt service reserve fund which is used to pay the final year's debt service. Detailed bond numbers are included in Appendix A. A comparison of each scenario is provided below. Approximate All- Inclusive Amount of Annual Debt Financing Cost Scenario Borrowingm Service (%) hteres,t. Income andJ!~pense Additional Fund:Balance Net Interest Bonding:Capacity Surp!us atEnd:of Term of Interest Interest IncOme/ in Year 4 ProjeCtionPeriod Finandng Income{2) Expense (EXpense) (2007/2008)(3) (FY 2010/201!) 1. Line of Credit $ 16,115,000 Varies 5.70% 6Years $ 704,979 $(3,007,889) $ (2,302,910) $ 26,165,000 $ 8,415,682 2. 15-YearDebt 17,315,000 1,861,899 4.56% 15 Years 1,896,613 (5,713,428) (3,816,815) Line of Credit 2,575,000 Varies 5.94% 1.75 Years (136,769) (136,769) Total 19,890,000 (5,850,197) (3,953,584) 25,890,000 18,186,093 3. 20-YearDebt 19,575,000 1,538,663 4.93% 20 Years 2,446,516 (9,606,292) (7,159,776) 23,260,000 21,270,481 Notes: (1) Long-term debt sizing includes the funding of a debt service reserve fi.md at maximum annual debt service, which would be used to pay final year's debt service. (2) Includes interest income on fund balance, bond proceeds and bond reserves, if any. (3) Based on a 15-year bond issue. Sizing includes the funding of a debt service reserve fund at maximum annual debt service, which would be used to pay final year's debt service. 6211  RBC ~ ~ Dain Rauscher A line of credit results in a lower cost due to its rapid repayment, but it subjects the CRA to the following risks: · Risk of rising interest rates (widely expected to occur over the next several years) · Risk of having to lock in future long-term borrowing in a higher interest rate environment or during a time of economic decline if 1/rte of credit isn't repaid as projected and can't be extended · Risk that future long-term borrowing isn't available during a time of economic decline if the line of credit isn't repaid as projected and can't be extended If the CRA had to lock in long-term borrowing at a later date and interest rates were near the 20-year average Revenue Bond Index for long-term debt of over 7.00%, the CRA's net interest cost for 20-year debt would be $12.8 million, much higher than the current net interest cost for 20 -year debt of approximately $7.2 million. Typically, the bond rating agencies prefer that a government have no more than 20-30% of their debt in a variable rate mode. If the CRA were to borrow the full mount in a line of credit for approximately $16 million, 86% of the CRA' s outstanding debt would be in a variable rate mode. Although a longer-term financing involves more interest cost due to borrowing the money for a longer period of time, a longer-term fmancing offers the following benefits: · Allow CRA to pay debt at an affordable annual level over time without the risk of fmancial stress · Ability to finance additional projects from cash in later years if interest rates are high at that time · Ability {0'toEk in historically low long-term interest rates Because a 15~year financing does not provide sufficient proceeds to complete the CRA's projects, we utilized a Line of Credit in the later years to mitigate quarterly deficits. Because significant repayment occurs after the CRA's original Budget Projection period through FY 2008/2009, we extended the projections through FYE 2010/2011 to demonstrate how repayment may occur. The CRA's revenues, expenses and programs over this period were projected in a manner consistent with the CRA's existing projections. However, no projects are currently included in the CRA's Budget Projections after FY 2006/2007 and no additional projects were added when we extended the projection period. At the CRA's request, we analyzed the funding needs based on quarterly project draws provided by the CRA. The scenarios are depicted orean annual basis in this discussion for ease of comparison and discussed in detail below. 1. Short-Term Financing Through Bank Line of Credit At the CRA's request, we analyzed a short-term financing through a bank line of credit to mitigate the cash flow deficits while minimiz'mg interest costs. This scenario assumes a line of credit with a backup City pledge. The interest rate on a line of credit is variable, and is typically priced as a percentage over LIBOR, which is the London Interbank Offered Rate. The interest cost assumptions are based on the following: · 3.00% in Year 1 · 5.94% in Year 2 and thereafter (20 year average of 30 day LIBOR plus .50%) Based on our assumptions, the weighted average interest cost is approximately 5.70%. LIBOR, which is the London Interbank Offered Rate, is used by banks as a benchmark to price variable rate loans. LIBOR is volatile and a I/ne of credit would subject the CRA to interest rate risk during this time of potentially rising 6212 RBC Dain Rauscher interest rates. The CRA would also not have a known annual debt service cost with a line of credit. Following is a graph of 30 day LIBOR over the past 20 years. Rate (%) 11 l0 9 8 7 6 5 4. 3. 2- 30~Day LIBOR Index Historical Rates Over Past 20 Years (1984- Present) I -- Historical 30-Day LIBOR Rates ~Average Rate (5.44%) While utilizing a variable rate, short-term borrowing mechanism minimizes current interest costs, it does not allow the CRA to take advantage of current market conditions during this time of historically low yields. It also subjects the CRA to interest rate risk if the CRA adds projects and is required to borrow in a higher interest rate environment in the future. The Line of Credit scenario is summarized on the following page. 6213 ~. RBC Dain Rauscher 6214 .2. 15-Year~ AAA-Rated~ Insured Debt in FY 2004/2005 (Backup City Pledge) and Line of Credit Due to the current extremely low interest rate environment, many governments are preserving portions of their cash for future financial flexibility and borrowing at current low yields for capital projects. In addition to current Iow yields, longer-term financing for capital projects more equitably spreads the cost of improvements with longer average lives over the future taxpayers who will be enjoying the benefits of such projects. Locking in today's low yields removes the interest rate risk associated with borrowing at a variable rate in a rising interest rate environment, as is widely believed to occur over then next several years. Fixed rate debt also removes the interest rate risk present if the CRA borrows on a short-term basis today and determines that it needs to borrow for additional projects in the future. Following are charts which illustrates interest rate trends over the past 20 and 25 years. 12 11 10 8. 7- 6 5 4 IBond Buyer Revenue Bond Index (Past 20 Years)l Date I ~Historical Rates Current (5.26%) Average Rate (7.41%) Rate 6215  RBC C> ~. Dain Rauscher 16- 14-- 12- 10- 2 I10-Year US Treasury Rates (Past 25 years)I Date Historical lOYr Treasury ~Current Rate (4.60%) =, Average Rate (7.89%) This scenario assumes that the CRA issues AAA-rated, insured bonds with a backup pledge of City revenues and a 15-year amortization. To be conservative, we utilized an interest rate of'4.44%, which is current market rates plus 50 basis points. If the CRA were to issue such bonds today, the interest rate would be 3.94%. The debt issue is sized at the maximum capacity in FY 2004/2005 based on the prior year's Tax Increment revenues and assuming a debt service coverage requirement of 1.35x. Based on the amount of borrowing, for which a bond issue is more cost-effective, the sizing also assumes the funding of a cash funded debt service reserve fund in the amount of maximum annual debt service. This debt service reserve fund is required by investors in a bond financing and typically is able to earn interest at the borrowing cost over the life of a borrowing. If the CRA were to issue long-term debt through a bank loan, this debt service reserve fund would not be required. This 15-year debt scenario with a backup City pledge is summarized on the following page. As previously discussed, a line of credit was ut'flized in later years to mitigate quarterly deficits. Because the budget projections are several years in the furore and based on many assumptions, the CRA can evaluate at that time whether a line of credit or fixed rate financing is most appropriate. 6216 RBC Dain Rauscher .3. 20-Year~ AAA-Rated~ Insured Debt Financing in FY 2004/2005 (Backup Ci~, Pledge) To increase the CRA's debt capacity during this time of historically low yields, we also reviewed a 20-year financing with a back-up City pledge in FY 2004-2005. Extending the final maturity by 5 years allows the CRA to lock in fixed rate borrowing for all the projects in full. The CRA is not subject to risk that it would be unable to complete projects if future tax increment projects do not come in as planned. The assumed interest cost is 4.91%, which represents current market rates plus 50 basis points (0.50%). This scenario is depicted on the following page. bzi8 RBC Dain Rauscher 6219 Financing Alternatives There are several financing alternatives available to the CRA, such as bank loans versus a bond issue and a private placement versus a public offering of bonds. Due to the mount of borrowing required and the long term nature of the projects, RBC Dain Rauscher recommends that the CRA issue a public offering of bonds versus a private placement or a bank loan. The reasons for this recommendation are summarized below. Bonds vs. Bank Loan: Based on the amount of project needs currently contemplated, a bond issue will be more cost-effective than a bank loan if the CRA chooses to finance its project with long-term debt. Typically, bank loans are more economical for financings under $3 million and small financings with a repayment of 5-6 years. Bond issues are more economical for financings in excess of $3 million and f'mancings with a repayment of 7 years or more. Publicly Offered Bond Issue vs. Private Placement: Assuming that the CRA has credit support in the form of a back-up City pledge, which would enable it to purchase bond insurance and provide a "AAA" rating, the highest rating possible, a publicly offered bond issue will be much more cost-effective than a private placement. Private placements are typically only used for lower rated or non-rated borrowings, where the credit characteristics prevent the sale of a fmancing to the general public. A public financing drives down interest rates as investors compete for the purchase of bonds, and could be completed in the same amount of time as a private placement. FUNDING RECOMMENDATION Due to the historically low interest rates and the size of fmancing required, RBC Dain recommends that the CRA consider issuing 20-year bonds in a public offering to lock in sufficient project funding at current low yields. This prevents the CRA from being subject to interest rate risk inherent in a variable rate financing, mitigates furore interest rate risk if a fixed rate financing is required at a later date and equitably spreads the cost of improvements over future property owners. A longer-term financing also more closely matches the longer average life of the projects which may be funded, such as the Riverwalk, Promenade and Boynton Beach Boulevard extension. A 20-year financing ensures that all of the projects in the current budget are funded and mitigates completion risk if a 15-year fmancing is selected and for some reason the CRA cannot access the market for the remaining funding required. 622O RBC Dain Rauscher 6221 Should the CRA move forward with the recommended longer-term bond financing, the CRA will need to hire a Bond Counsel and Underwriter to assist it with the financing process. Typically, a bond financing takes 6-8 weeks to complete due to the time involved in the preparation of £mancing documents and seeking the necessary approvals of the governing bodies. To start the process, RBC Dain Rauscher recommends that the CRA take the following actions: Select a Bond Counsel - Bond Counsel is an attomey who specializes in bond law and is responsible for the preparation of legal documents on the CRA's behalf. RBC Dain Rauscher recommends that the CRA consider hiring Mark Raymond with the firm of Moyle, Flanagan, Katz, Raymond &Sheehan, P.A. as its Bond Counsel. Mr. Raymond is the Bond Counsel to the City of Boynton Beach and has been the City's Bond Counsel for many years. Mr. Raymond is thoroughly knowledgeable on the City's financings and his expertise with Boynton Beach's legal and financial structure will be beneficial to the CRA. Select an Underwriter - The Underwriter is the firm that actually sells the CRA's bonds to investors. RBC Dain Rauscher recommends that the CRA consider hiring Bank of America as its underwriter. Because Bank of America is the provider of the CRA's outstanding loan, negotiating with Bank of America as the Underwriter on the new debt may result in lower fees on the new financing. Bank of America is also already familiar with the City and the CRA, which will assist in marketing the bonds to investors. As the CRA's fmancial advisor, RBC Dain Rauscher will assist the CRA in selecting these and other parties to the financing, such as the Paying Agent, bond insurer and rating agencies. All of the costs of these services will be paid out of bond proceeds. Following is a brief outline of the timetable involved in the bond financing.  RBC - - ~ Dain Rauscher THE BOYNTON BEACH COMMUNITY REDEVELOPMENT AGENCY REVENUE BONDS, SERIES 2004 Timetable City: BC/DC: UW: FA: PA: P: Working Group Boynton Beach CRA City of Boynton Beach Bond Counsel/Disclosure Counsel Underwriter Financial Advisor - RBC Dain Rauscher Paying Agent Printer Date Thursday, August 26 Tuesday, September 14 Tuesday, September 21 Week 1 Week 2 Week 3 Week 4 Week 5 Week 6 Week 7 Function CRA Board Provides Preliminary Approval for Financing and Selection of Bond Counsel and Underwriter CRA Approves Budget and Bond Counsel Contract 1. City Accepts CRA Budget 2. City Provides Preliminary Approval to Provide Back-up Pledge (Covenant to Budget and Appropriate) 1. Distribute first draft of Resolution and Preliminary Official Statement (POS) 2. Submit Package to Insurance Companies and Rating Agencies 1. Comments due on Documents 2. Distribute 2~d Draft of Documents 1. Receive Rating 2. Receive Insurance Commitment 3. Comments due on Documents 1. CRA Adopts Bond Resolution 2. City Council Adopts Resolution 3. Print and Distribute Preliminary Official Statement 1. Price and Sell Bonds 2. Sign Bond Purchase Agreement 1. Print and Distribute Final Official Statement 2. Distribute Draft of Closing Documents 3. Distribute Draft Closing Memorandum Pre-Closing and Closing of Bonds Responsible Party CRA CRA City, CRA City BC/DC FA All BC/DC FA FA All All All BC/DC All UW, CRA BC/DC, P BC/DC FA All 6223 gRBC Dain Rauscher RBC Dain Ra uscher The CRA has adopted an investment policy to provide guidance and permitted invesmaents for its available funds. This is a recommended practice by the Government Finance Officer's Association (GFOA), which enhances the entity's awareness of its invested funds. However, the investment policy may not have been adopted with the investment of bond proceeds in mind and we may discuss amendments to the policy with the CRA to allow for guaranteed investment contracts, which are commonly used to invest bond construction funds. Once the CRA's £mancing plan is in place, RBC Dain Rauscher will work with the CRA to determine the appropriate vehicle given the cash requirements and timing of the project needs. Cash Management The CRA currently has all of its funds in a municipal checking account at SunTrust. SunTrust recently proposed extending its investments by purchasing 3-9 month securities. RBC Dain was asked to review the CRA's cash needs over the next year and make a recommendation as to whether the CRA should consider such a proposal. The estimated monthly needs in 2004/2005 as provided by the CRA are on the following pages. '~ RBC ~ Dain Rauscher 6226 Although these project draws are preliminary, based on this level of spending by November 2004, RBC Dain recommends that the CRA not tie up these funds by purchasing specific securities but keep its funds liquid for maximum flexibility. The widely-held belief that interest rates will be rising over the next 6 months is another reason to keep this cash in a short-term investment such as a money market or the SBA, as their yields will increase with market rates. Although SunTrust increased its money market yield after the CRA discussed moving a portion of its funds to the State Board of Administration's Local Government Pooled Fund, the money market yield is still below the SBA yield. As of ~uly 28, 2004, the SBA' s current yield was 1.38% and the 30-day moving average rate of return was 1.41%. The CRA's municipal checking account yielded 1.35% as of July 28, 2004. The CRA may want to consider moving a portion of its funds to the SBA to take advantage of this tfigher retum while retaining liquidity. Short-Term Investments Once the CRA has financing proceeds to invest, there are several oppommities for the CRA to increase its investment earnings by investing in permitted investments for longer-term periods, for example with a duration of 1-3 years depending on construction needs. A short-term portfolio for the CRA bond proceeds could include investments such as: · Laddered Treasury or Agency bonds · Investment Agreements such as Repurchase Agreements and Guaranteed Investment Contracts (GICs) Such investments would enable the CRA to lengthen its maturity for funds in conjunction with the consu'uction draw schedule and increase its earnings. Investment agreements allow the CRA to lock in longer-term returns while allowing flexibility for permitted construction draws without penalties. We have utilized GICs in the bond scenarios for this analysis, which are currently yielding 2.26% for a 3-year investment. Because the relative attractiveness of GICs vs. other securities changes with market conditions, we will perform a complete analysis and make a specific recommendation as a financing nears. INVESTMENT RECOM~VIENDATION Because the CRA will require all of its current cash by November, 2004 depending on the timing of the BBB Land Payment if it does not seek a financing, RBC Dain recommends that the CRA keep its funds in a liquid investment such as a money market at this time. The CRA may wish to consider moving a portion of its funds to the SBA until needed to achieve a slightly higher yield than it's current money market account while retaining liquidity. Once the CRA proceeds with a financing, we will analyze whether the purchase of an investment contract or individual securities is more cost-effective for the investment of the financing proceeds depending on market conditions at that time. 6228 gRBC Dain Rauscher RBC Dain Rauscher THE CITY OF BOYNTOR' BEACH, FLORIDA CRA REVF1V~ BONDY. ~FAR f (2nd 62UA~Tf£) 20 YE. AR AMORTIZA HON NiARi~T RATE + 5OBPS Project Summary Dal~d 01/01/2005 [ Delivered 01/01/2008 So~rc~ Of Fan~ Par Amount of Bonds .................................................................................................................................................................................. To~al Sources ......................................................................... : ................................................................................................................. Uses Of Panda Total Underwriter's Discount (0.6§0%) .................................................................................................................................................. Costs of Issuance ....................................................................................................................................................................................... Gross Bond Insurance Premium ( 50.0 bp) ........................................................................................................................................... ~.. Deposit to Debt Service Reserve Fund (DSRF) .......................................................................................................................................... Deposit to Project Construct/on Fund ....................................................................................................................................................... $19,575,000.00 $I 9,875,000.00 IZT,Z$7.50 I00,000.00 92,210.02 1,858,684.00 17,716,868.48 $19,575,000.00 Flow of Fun~ Detail State and Local Government Series (SLGS) rates for ................................................................................... : ............................................ Date of O/ViP Candidates ............................................................................................................................................................................ Project Construction Fund Solution Method ............................................................................................................................................ Total Cost of Investments ............................................................................................................................................................................ Interest Earnings @ 1.878% ...................................................................................................................................................................... Total Draws .......................................................................................................................................................... .'-.....'f ........................... Debt Service Reserve Fumd Solution Method ............................................................................................................................................ Total Cost of Investments ............................................................................................................................................................................ Interest Earnings @ 4.799% ...................................................................................................................................................................... Transfers to Debt Service Fund .................................................................................................................................................................. Total Draws ............................................................................................................................................................................................. Bond Average Life Average Coupon .......................................................................................................................................................................................... Net Interest Cost (NIC) ............................................................................................................................................................................... Bond Yield for Arbitrage Purposes ............................................................................................................................................................ True Interest Cost (TIC) .............................................................................................................................................................................. Ali In~lu~ive Cost (A/C) .............................................................................................................................................................................. Net Funded $I 9,260,827.gB 801,87§.71 $I 9,762,?05.09 Gross Funded $I,558,684.00 1,476,695.20 (I,476,695.20) $1,558,684.00 11.875 Years · 4.8017518% 4,8564594% 4.7988652% 4.8194~40% 4.9549416% C.~t ~BoAr~ zoyrAdj / SINCL~PUPJOY£ / B/e/BO04 RBC Dain Rauscber, InC.- Public Finance- RAO 6230 Page 1 THE CITY OF BOYNT~b-~H~EACH, FLORIDA CP~ ~VEArU£ BOArDS~ YEA~ ~ (2nd QUARTF~ ~0 ~ A~O£TIZA TION A/LARIiET ~ TE ~ 50$PS Net Debt Service Schedule Pr~cipal Coupon Int~r~st Total P+I DSK Exisfi.ng D/S Net New D/S Fiscal Total 01/01/2005 03/20/2003 07/01/2005 09/20/2005 01/01/2006 03/20/2006 07/01/2006 09/20/2006 01/01/2007 05/20/2007 07/01/2007 09/20/2007 01/01/2008 03/20/2008 07/01/2008 09/20/2008 01/01/2009 03/10/2009 07/01/2009 09/20/2009 01/01/2010 03/20/2010 07/01/2010 05/20/2010 01/01/2011 03/20/2011 07/01/2011 09/20/2011 01/01/2012 03/20/2012 07/01/2012 09/20/2012 01/01/2015 05/20/2013 07/01/Z013 09/20/2013 01/01/2014 03/20/2014 07/01/2014 09/20/2014 01/01/2015 03/20/2015 07/01/2015 09/20/2015 01/01/2016 03/20/2016 07/01/2016 09/20/2016 01/01/2017 07/01/2017 01/~I/2018 07/01/2018 01/01/2019 07/01/2019 01/01/2020 07/01/2020 0!/01/2021 07/01/202I 01/01/2022 07/01/2022 01/01/2023 07/01/2023 01/01/2024 07/01/2024 01/01/2025 680,000.00 2.100% 690~000.00 2.500% 710,000.00 2.87056 730~000.00 5.220% 755,000.00 3.450% 780,000.00 3.650% 810~000.00 3.850% 840,000.00 4.000% 870,000.00 4.170% 910,000.00 4.500% 950,000.00 4.420% 990)000.00 4.550% 1)035,000.004.670% I~085,000.004.750% 1,155,000.004.850% 1,190,000.005.250% 1,250,000.005.250% 1,520,000.005.250% 1,585,000.005.250% I~460)000.005.250% 429,307.25 429,307.25 422~167.25 422,167.25 415:542.25 419~542.25 403,553.75 403~555.75 591~600.75 591,600.75 37B,577.00 575~577.00 564,542.00 364,542.00 548~749.50 548~749.50 351,949.50 531,949.50 315~810.00 315,810.00 294,245.00 294,245.00 275,250.00 275,250.00 250)727.50 250,727.50 226,560.25 226,560.25 200J91.50 200,791.5C I73,381.25 I73,581.25 142~I43.75 142,143.75 I09,391.25 109,53,1.25 74,681.25 74~681.25 58,525.00 38,325.00 429,307.25 (36,917.58) 1,109,307.25 (36,917.38) 422,167.25 (36,917.38) 1,112,167.25 (36,917.38) 413,542.25 (56,917.38) 1,125,542.25 (36,917.38) 403,355.75 (36,917.38) 1,133,353.75 {96,917.38) 391,600.75 (56,917.55) 1,146,600.75 (56,917.38) 378,577.00 (56,917.58) 1,158,577.00 (36,917.~8) 364,542.00 (56,917.~8) 1,174,~42.00 (56,917.38) S48,749.50 (56,917.58) 1,I 88,749.50 (36,917.58) ~51,949.50 {~6,917.~8) 1,201,949.50 (36,917.3 515,~10.00 (56:917.~8) 1,22~,810.00 (56,917.58) 294,245.00 (36,9 I7.38) 1,244~45.00 (~ 6,917.58) 273,250.00 (36,917.~8) ~65~50.00 (56,9I 7.58) 250)727.50 (56~9I 7.~8) 1~85,727.50 (36,917.~8) 226,560.25 (56,917.5~) 1,511,560.25 (36,917.58) 200,791.50 (56,917.58) 1,555,791.50 (36,91 !73,~81.25 (56,917.5~) I:~65,581.25 (~6,917.58) I42,143.75 (~6,917.58) 1,592,I45.75 (36,9I 7.~8) 10%~51.25 (56,9I 7.5~) 1,429,~51.25 (56,917.5~) 74,681.25 (56,91 1,459,681.25 (36,917.58) 58~525.00 (56~9I 7.58) 1,498,525.00 (I,575~601.38) I58,649.14 158,649.14 158,649.14 158,649.14 158,649. I4 155,649.I4 158,649.14 I58,649.13 158,649.14 158,649.14 I58~649.14 158~649.15 158,649.14 I58,649.I4 158,649.14 158,649~'14 I58,649.14 i58,649.14 158,649.14 158,649.14 I58,649.14 158~649.14 158,649.I4 I58,649.14 I58,649.14 392,389.87 158,649.14 1,072,389.871,782~078.02 I58,649.14 385,249.87 158,649.14 1,075,249.871,777,798.02 158,649. t4 376~624.87 158,649.14 1,086,624.871,780,548.02 158,649.14 366)456.37 158)649.I3 1,096,436.371,780,171.01 158,649.14 354,68,3.37 158,649.14 1,109,685.371,781,665.02 I55,649.14 541,659.62 I58,649.15 1,121)659.621,780,617.51 158,649.14 527,424.62 158,649.14 1,157,424.621,782,147.52 158~649. I4 311,852.I2 I5~,649.I4 1,151,832.121,750,962.52 158,649.14 Z95~O$2.1Z 1/~8,649.14 1,165~032. t2 1,777,362.52 I58,649.14 276,892.62 158,649. I4 1,1 ~6,892.62 1,781,083.52 158,649.14 257,527.62 I58,649.14 1,207,527.621,781,955.52 I58,649.14 256,332.62 I58,649.14 1,226,352.621,779,965.52 215)810.12 1,248,~ I0. I2 1,462,620.24 i89,642.87 1,274)642.~71,464,285.74 16~,874.12 1,298,~74.121,462,748.24 156,465.$7 1,526,463.87!,462,927.74 I05)226.37 1,555,226.571,460,452.74 72,415.87 1,592,4I~.871,464~827.74 37,763.87 1,422..763.87 I)460,527.74 1,407.62 (77,276.58) (75,868.76) Tohd $I 9,575,000.00 $II,I61,672.00 $30,756,672.00 (3,015,379.20) $3,807,579.34 $31,525,~72.14 RBC Dain Rauscher, }nc, Public Finance- 6231 Page 2 THE CITY OF BOYNTON BEACH, FLORIDA CRA REVFJW/E BONlPS~ YEAR I (2nd QUARTER) I $ ~EAR A~IORTIZA TION ~ RA TE +50BPS , l~ject Samraary Dated 01/01/200~ ] Delivered 01/01/2005 Sources Of Funds Par Amount of Bonds ..................................................................................................................................................................................... Uses Of Funds Total Underwriter's Discount (0.65096) ...................................................................................................................................................... Costs of Issuance ....................................................................................................................................................................................... Gross Bond Insurance Premium ( 30.0 bp) .................................................................................................................................................. Deposit to Debt Service Reserve Fund (DSRF) .............................................................................................................................................. Deposit to Project Construction Fund ........................................................................................................................................................... Flow of F~znds Detail State and Local Government Series (SLGS) rates for .................................................................................................................................... Date of O/vIP Candidates ................................................................................................................................................................................ Project Construction ~and Solution Method ................................................................................................................................................ Total Cost of Investments ............................................................................................................................................................................... Interest Earnings ~ 2.26096 .......................................................................................................................................................................... Total Draws ..................................................................... . .............................................................................................. ~ ....................... Debt Service Reserve Pund Solution Method ................................................................................................................................................ Total Cost of Invesfraents ............................................................................................................................................................................... Interest Earnings ~ 4.557% .......................................................................................................................................................................... Transfers ~o Debt Service Pund ...................................................................................................................................................................... Total Draws ............................................................................................................................................................................................. Bond Statistics Average Life ............................................................................................................................................................................................ A~rerase Coupon ................................................... : ...................................................................................................................................... Net Interest Cost (NIC) ................................................................................................................................................................................. Bond Yield for Arbitrage Purposes ................................................................................................................................................................ True Interest 6ost (TIC) ..................................... : .......................................................................................................................................... All inclusive Cost (AIC) ................................................................................................................................................................................ $ ! 7,515,000.00 $17,315,000.00 112,547.50 I00,000.00 72~572.81 1,751,500.00 I5,298,579.69 $I 7,3I 5,000.00 Net Ptmded $I 6,620,650.67 522,007.32 $17,I42,637.99 Gross Fv. nde. d $I,751,500.00 I,IS9,545.60 (1,I59,34:3.60) $1,731,500.00 9.009 Years 4.3655:374% 4.4574901% 4.$867310% 4.419:35S9% 4.5604665% C-RA ~BOHD 15'y~'.Ma~c / ,f~GL£PUP. POSE/ 8/ G/~004 / $:04 PM RBC Dain Rauscher, Inc.- Public Finance- RAO 6232 Page 1 THE CITY OF BOYNT-Q/q BEACH, FLORIDA CRA REVEA~UE BONDS~ YF_~4R I (2~d QUARTER) 15 ~ ~OR~ZATION ~~ +~OBPS Net Debt ~ce ~hed~e Date Principal Coupon interest Total P+I DSR Existhug D/S Net New D/S Fiscal Total 01/01/2005 03/20/2005 07/01/2005 09/20/2005 01/01/2006 03/20/2006 07/01/2006 09/20/2006 01/01/2007 03/20/2007 07/01/2007 08/20/2007 01/01/2008 03/2O/2008 07/01/2008 09/20/2008 01/01/2009 03/20/2009 07/01/2009 09/20/2009 01/01/2010 03/20/2010 07/01/2010 09/20/2010 0!/01/201I 03/20/201I 07/01/2011 09/20/2011 01/0i/2012 03/20/2012 07/01/2012 09/20/2012 01/01/2013 03/20/2018 07/01/2013 09/20/2013 01/01/2014 03/20/2014 07/01/2014 09/20/2014 01/01/2015 03/20/2015 07/01/20!5 09/20/2015 01¥~i/2016 08720/20!6 07/01/2016 09/20/2016 01/01/2017 07/01/2017 01/01/2018 07/01/2018 01/01/2018 07/01/2019 01/01/2020 855,000.00 2.100% 870,000.00 2.50096 895,000.00 2.870% 920,000.00 3.220% 950,000.00 3.45056 980,000.00 3.650% 1,015,000.00 8.850% 1,055,000.00 4.000% I ,I00,000.00 4.170% 1,143~000.00 4.300% I,I95,000.00 4.420% 1,245,000.00 4.550% I ~G20,000.00 4.670% !,695~000.00 4.750% 1,775,000.00 4.830% 345,654.25 345,654.25 336,676.75 336,676.75 325,801.75 325,801.75 312,958.50 312,958.50 298,146.50 298,146.50 281,759.00 281,759.00 263,874.00 263~874.00 244,355.25 244,535.25 223,235.25 223,235.25 200,300.25 200,500.25 175,682.75 I75,682.75 I49,273.25 I45,273.25 I20,949.50 120,949.50 83,122.50 83,I22.50 42,866.25 ~2,866.25 545,654.25 1,200,654.25 386,676.75 1,206,676.75 3Z5,801.75 1,220,801.75 312,958.50 1,232,958.50 298,146.50 1,248,146.50 281,759.00 1,261,759.00 263,874.00 1,278,874.00 244,855.25 1,299,355.25 223,255.25 1,323,235.25 200,300.25 1,545,500.25 I75,682.75 1,570:682.75 I49,273,25 1,594,273.25 120,949.50 1,740,949.50 83, I22.50 1,778~I'22.50 42,866.25 (87,978.12) (37,978. I2) (37,978.12) (87,978.12) (37,978.12) (37,978.12) (37,978.12) (37,978.12) (37,978.12) (37,978.12) (57,978. I2) (37,978.I2) (37,978.12) ($7,978.12) (57,978.12) (37,978.12) (37,978. i2) (37,978.12) (87,978. I2) (37,978.12) (57,978.12) (37,978.12) (37,978.12) (37,978.12) (37,978. I2) (37,978. I 2) (87,978.12) (37,978.12) (37,978.12) 1,817,866.25 (1,769,478.12) I58,649.14 158,649. I4 158,649.14 I58,649.14 158,649.14 158,649.14 I58,649.14 i58,649. I3 158,649.14 158,649.14 I58,649.14 158,649. I 5 158,649.14 'I 5~,649.14 158,649.14 158,649.14 158,649.I4 158,649.14 158,649.14 158,649.I4 158,649.14 158,649.14 158,649.14 158,649.14 I58,649.14 307,676.15 158,649.14 1,I62,676.13 1,787,650.54 158,649.14 298,698.63 158,649.14 1,168,698.63 1,784,695.54 158,649.14 287,823.63 I58,649.14 1,182,823.63 i,787~945.54 158,649.I4 274,980.38 158,649.15 1,194,980.38 1,787:259.03 158,649.14 260, I68.38 I58,649.14 1,210,168.38 1,787,635.04 158,649.14 243,780.88 158,649.13 1,223,780.88 1,784,860.03 I58,649. I4 225,895.88 158,649.14 1,240,895.88 1,784,090.04 158,649.14 206,357. I3 I58,649.14 1,261,357.13 1,785,012.54 158,649.14 185,257.13 !58,649. I4 1,285,257.13 1,787,812.54 158,649. i4 162,522.13 158,649.14 i,807,522.13 1,786,942.54 158,649.14 157,704.63 158,649.14 1,352,704.65 1,787,707.54 158,649. I4 Ill,295.13 158,649.14 1,556,295.13 1,784,888.54 82,971.38 1,702,971.38 1,785,942.76 45,144.58 1,740, I44.38 I~785,288.76 4,888.I5 48,888.13 53,276.26 Total $17,515,000.00 $6,809,271.50 $24,124,271150 (2,870,843.60) $3,807,579.54 $25,061,007.24 C;.4 P~ rF-N'UE BOA'D l SJ, r.4,I~ / SINGI~ puRFOS£ / 8/ ~/2004 / $:04 PA'f RBC Dain Rauscher, lac. .Public Finance- RAO 6233 Page 2 MEMO TO: CRA Board FROM: Susan Vielhauer SUBJECT: Consideration of Legal Contract Amendment for Goren, Cherof, Doody and Ezrol. DATE: September 8, 2004 Goren, Cherof, Doody & Ezrol, P.A., have requested a rate change effective October 1, 2004, until the CRA has hired new legal counsel. Staff has attached the second amendment to their contract for approval by the CRA Board. Legal Staff has reviewed the amendment to the contract and has approved the amendment. Staff is recommending the CRA Board approve the amendment until new legal counsel oan be secured. 6234 AMENDMENT Attorney-Client Fee Contract THIS IS A SECOND AMENDMENT TO AGREEMENT, dated the ~ day of ,2004, between: TI-~ BOYNTON BEACH COMMUNITY REDEVELOPMENT AGENCY, hereinafter referred to as "Client", and GOREN, CI-IEROF, DOODY, & EZROL, P.A., a Professional Association, authorized to do business in the State of Florida, hereinafter referred to as the "Counsel", In consideration of the mutual terms and conditions, promises, covenants and payments hereinafter set forth, CLIENT and COUNSEL agree as follows: Section 1. The Original Agreement entered into on April 25, 2000, shall remain in full force and effect except as specifically amended hereinbelow. Section 4. The PARTIES hereto agree to amend RATE SCHEDULE as follows: Identification Client: Matter: Boynton Beach Community Redevelopment agency Counseling the CRA B. New hourly rates will be in effect starting October 1, 2004 Attorney rates $175.00 / hour Law Clerks $50.00 / hour Paralegal $100.00 C. Standard Charges We charge for our time in minimum units of .10 hours. Costs and expenses In-office photocopying Telefacsimile Transmittal Subject to change .35/page 10.00 6235 The rates on this schedule are subject to change on 30 days written notice. It is expressly understood that any incidental or out-of-pocket costs incurred by Counsel are covered by the total compensation and are not to be billed separately. Invoices received from the "Counsel" pursuant to this agreement will be reviewed and approved by the Controller, indicating that services have been rendered in conformity with the agreement. IN WITNESS OF THE FOREGOING, the parties have set their hands and seal the day and year first written above. GOREN, CHEROF, DOODY, & EZROL COUNSEL, P.A. BOYNTON BEACH CLIENT By: By: Name & Chair Witness: Witness: 6236 Page 2 of 2 LAP/ia C:~Documents and Settings\viethauers.CITY~esktop~LEGAL Contract(Amendment Revised -12-~3-03).doc X. Commission Action Ratification of CRA Action: Waterside (HTEX 04-003) - 3655 North Federal Highway - Request for a height exception to allow a decorative cupola to extend above the 45 foot maximum height provision in the infill Planned Unit Development (IPUD) zoning district. Any person who decides to appeal any decision of the Community Redevelopment Board with respect to any matter considered at this meeting 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. 6237 The CRA shall furmsh appropriate auxiliary aids and services where necessary to afford an individual with a disability an equal oppommity 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. Xl. Board Member Comments Any person who decides to appeal any decision of the Community Redevelopment Board with respect to any matter considered at this meeting 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 ~y.~ace upon which the appeal is to be based. The CRA shall furnish appropriate auxiliary aids and services where necessary to afford an individual with a disability an equal opporttmity 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. Xll. Legal Any person who decides to appeal any decision of the Community Redevelopment Board with respec[ to any matter considered at this meeting will need a record of the proceedings and for such purpose may need to ensure that a verbatim record of the proceedings is made, ~vhich record includes the testimony and evidence upon which the appeal is to be based. 6239 The CRA shall furnish 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 m'enty-four hours prior to the program or activity in order for the CRA to reasonably accommodate your request. Xlll. Other Items Any person who decides to appeal any decision of the Commun/ty Redevelopment Board with respect to any matter considered at this meeting 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. 62-4O The CRA shall furnish appropriate auXiliary aids and services where necessary to afford an individual with a disabiliw 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. DEVELOPMENT DEPARTMENT PLANNING AND ZONING MEMORANDUM NO. 04-218 TO: FROM: DATE: SUBJECT: Community Redevelopment Agency and Planning & Development Board Michael Rumpf, Director of Planning & Zoning~'~{~[c'''' September 1, 2004 Discussion on regulating building colors on major thoroughfares BACKGROUND The City Commission requests that the CRA and Planning & Development Boards provide them with input on whether the city should regulate building colors on major thoroughfares. The Development Director prepared a memorandum dated July 12, 2004 to the City Manager in response to the request for information on the topic. This memo is attached. ANALYSIS The Development Director's memo represents staff's position against the establishment of a formalized process for regulating building colors based upon the following information: 1. The current site plan review process provides staff, and the Boards and City Commission an oppommity to review and comment on proposed project colors; 2. The challenge of reaching consensus on an acceptable palette of colors; 3. The likely negative perception of developers and the community toward being told what colors they can paint their building; and 4. Oversight and enforcement of a color program being staff intensive. CONCLUSIONS/RECOMMENDATIONS While staff does not believe a program to regulate building colors is totally necessary, staff does believe there is an opportunity to strengthen existing provisions within the code relative to project colors. Aecordingly~ staff recommends a code amendment that would specify color as a part of the criteria for minor site plan review. This would eliminate a "grey" area in the code and insure that a larger number of buildings are reviewed for color changes, especially those subject only to an administrative review. If a proposed color change were a signfficant, deviation from its existing color(s), it could be identified as a "Major" change, it would be forwarded for review by the commission either as an Administrative Appeal or Major Site Plan Modffieation. In either case, the commission and the public would ultimately review the request. 6241 S :hUlanning~Breese\Color Regulations. DOC MEMORANDUM To: Kurt Bressner, City Manager From: Quintus Greene, Development Director Date: July 12, 2004 Re: Allowable Building Colors in the City As you know, a member of the City Commission has recently indicated a desire for the Development Department to .initiate a pregram designed to spe_cify and regulate allowable building colors in the city. Staff is aware that similar programs exist in some neighboring communities and is prepared to put together such a pregrem in abdut 90 days should you and the City Commission so direct. However, please be advised that staff does not recommend such a program for the City of Boynton Beach for the following reasons: First, the current site plan review process, provides an opportunity for both staff and Commission review of the extedor facades, including colors, for all new developments as well as significant modifications to existing developments in the city. In addition, both major and minor modifications to an appreved site plan are also subject to staff review and, in the case of major modification, Commission review as well. Second, there is an inherent problem in achieving a public consensus on an acceptable palette of colors. This is in addition to the fact that, based on the experience of other communities, people in general simply don't like having the city's "color police" telling them what color they can paint their buildings. This leads to the third reason staff does not recommend such a pregram, namely enforcement. Again, based on the experience of other communities, the review, permitting and inspection of building colors on a citywide basis can be very staff intensive. This is particularly true with respect to the Code Compliance staff. This is likely to be the case, even assuming an effective public information campaign lasting several weeks. Moreover, the City Commission itself may be forced to become involved in appeals of staff decisions involving building colors. Nevertheless, staff recognizes that there may be a need to strengthen existing provisions in the code concerning building colors. Accordingly, staff recommends adoption of a code amendment that would specify color as a part of the criteria for minor site plan review. This would eliminate a "grey" area in the code and insure that a larger number of buildings are covered, especially those subject only to an administrative review. 6242 x v. Future Agenda Items A. Consideration of Interlocal Agreement with the City of Boynton Beach for the Boynton Beach Boulevard Extension Promenade and Riverwalk (October). B. Consideration of Interlocal Agreement for the MLK Phase I Project (October). C. Consideration of Assembly and Redevelopment Incentive Grant Program (October). D. Consideration of Residential Fagade Grant Program (October). E. Consideration of Modification to the Direct Incentive Program to include Arts Commission Elements for Incentive Scoring (November). Any person who decides to appeal any decision of the Community Redevelopment Board wSth respect to any matter considered at this meeting 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. 6243 The CRA shall furnish 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. xv. Adjournment. Any person who decides to appeal any decision of the Community Redevelopment Board with respect to any matter considered at this meeting 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 furnish 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.