6130 Sunset Drive – South Miami, Florida 33143 - 305-663-6340 – www.southmiamifl.gov Page 1

CITY OF SOUTH MIAMI

SOUTH MIAMI COMMUNITY REDEVELOPMENT AGENCY MEETING AGENDAMonday, March 11, 2019, 7:00 PM

CITY HALL/COMMISSION CHAMBERS6130 SUNSET DRIVE

SOUTH MIAMI, FL 33143

THE CITY OF SOUTH MIAMI HAS A SIGNIFICANT GOVERNMENTAL INTEREST IN CONDUCTING EFFICIENT AND ORDERLY COMMISSIONMEETINGS. SPEAKERS PLEASE TAKE NOTICE THAT SECTION 2-2.1(K)(2) OF THE CODE OF ORDINANCES PROVIDES THAT “ANY PERSONWHO MAKES SLANDEROUS OR INTENTIONALLY RUDE, UNCIVIL OR OTHERWISE IMPERTINENT REMARKS, AND WHO REFUSES OR FAILSTO DESIST FROM MAKING SUCH REMARKS AFTER BEING INSTRUCTED TO DO SO, OR WHO SHALL BECOME BOISTEROUS IN THECOMMISSION CHAMBER AND WHO REFUSES OR FAILS TO DESIST FROM SUCH CONDUCT AFTER BEING INSTRUCTED TO DO SO MAY BEFORTHWITH REMOVED FROM THE PODIUM AND FROM CITY HALL FOR THE DURATION OF THAT MEETING AT THE DIRECTION OF THEPRESIDING OFFICER, UNLESS OVERRULED BY A MAJORITY VOTE OF THE COMMISSION. NO CLAPPING, APPLAUDING, HECKLING, ORVERBAL OUTBURSTS SHALL BE PERMITTED FOR ANY REASON, INCLUDING FOR THE PURPOSE OF SUPPORTING OR OPPOSING ANYMATTER, ANY SPEAKER OR A SPEAKER’S REMARKS. NO SIGNS OR PLACARDS SHALL BE ALLOWED TO BE DISPLAYED IN ANY MANNEROTHER THAN WHEN USED FROM THE PODIUM TO EXPRESS AN OPINION OR DISPLAY FACTS. SIGNS TO BE USED AT THE PODIUM MUSTBE BROUGHT INTO THE COMMISSION CHAMBERS IN A MANNER SO AS NOT TO UNNECESSARILY DISPLAY THEIR CONTENT UNTIL THESIGN IS BROUGHT TO THE PODIUM IMMEDIATELY BEFORE THE SIGN IS DISPLAYED FROM THE PODIUM IN THE COMMISSION CHAMBER.PERSONS EXITING THE COMMISSION CHAMBER SHALL DO SO QUIETLY. THE USE OF ACOUSTIC MOBILE COMMUNICATION DEVICE, SUCHAS PHONES, IN THE COMMISSION CHAMBER IS NOT PERMITTED WHILE THE COMMISSION IS IN SESSION. PHONE RINGERS AND OTHERDEVICES THAT EMIT SOUND MUST BE SET TO SILENT MODE TO AVOID DISRUPTION OF PROCEEDINGS. INDIVIDUALS MUST EXIT THECHAMBER TO ANSWER INCOMING CALLS. NO CAMERA FLASH OPTIONS SHALL BE USED BY THE PUBLIC DURING ANY PORTION OF THEMEETING EXCEPT DURING RECOGNITION AND AWARD CEREMONIES.”

A. SILENCE OR TURN OFF ALL CELL PHONES

B. ADD-ON ITEM(S)

C. ROLL CALL

D. MOMENT OF SILENCE

E. PLEDGE OF ALLEGIANCE

F. APPROVAL OF MINUTES

F1. 01.14.19 Minutes Minutes 01.14.19.docx

F2. 02.05.19 Special Meeting Minutes Minutes_02.05.19_Special_Meeting.docx

G. SMCRA DIRECTOR'S REPORT 1

6130 Sunset Drive – South Miami, Florida 33143 - 305-663-6340 – www.southmiamifl.gov Page 2

Ga. CRA Check Register Check RegisterJan-Current.pdfBudget by Department.pdf

H. GENERAL COUNSEL REPORT

I. PUBLIC COMMENTS

J. RESOLUTIONS

1. A Resolution authorizing an expenditure of $44,030 to Partners for Economic Solutions forthe completion of a housing study; urging the City of South Miami to approve a $35,000contribution; and authorizing the Executive Director to negotiate and enter into a contract forcompletion of the study. housing study memo.docxHousing_Study_ResolutionCArev.docxPES South Miami Housing Study Proposal_Revised 03012019.pdfCity of South Miami Housing Needs Study Proposal.pdfRevised Proposal PMG Associates.pdfSouth Miami Housing Study Work Order.pdfSouthMiami_HousingStrategy_Proposal.pdfCRA 37-01-86.pdfHousing Study Scope of Work 2018.doc

2. A resolution authorizing the SMCRA Director to negotiate and execute a terminationagreement relating to the 2006 & 2007 Community Development Block Grant (CDBG)contributions for the Madison Square project; authorizing a one-time payment of $413,700 toMiami Dade County (MDC) to terminate the contract; accepting $100,000 from AbreuDevelopment; directing the SMCRA Attorney to amend all necessary agreements toaccomplish these objectives. Termination Memo.docxMad_Square_Termination_Resolution.docxTermination Agreement from SMCRA (BKN 3-5-2019)CArev.docx

K. BOARD COMMENTS

L. ADJOURNMENT

PURSUANT TO FLORIDA STATUTE 286.0105, THE CITY HEREBY ADVISES THE PUBLIC THAT IF A PERSON DECIDES TO APPEAL ANYDECISION MADE BY THIS BOARD, AGENCY OR COMMISSION WITH RESPECT TO ANY MATTER CONSIDERED AT ITS MEETING OR HEARING,HE OR SHE WILL NEED A RECORD OF THE PROCEEDINGS, AND THAT FOR SUCH PURPOSE, AFFECTED PERSON MAY NEED TO ENSURETHAT A VERBATIM RECORD OF THE PROCEEDINGS IS MADE WHICH RECORD INCLUDES THE TESTIMONY AND EVIDENCE UPON WHICHTHE APPEAL IS TO BE BASED. THIS NOTICE DOES NOT CONSTITUTE CONSENT BY THE CITY FOR THE INTRODUCTION O1R ADMISSION OROTHERWISE INADMISSIBLE OR IRRELEVANT EVIDENCE, NOR DOES IT AUTHORIZE CHALLENGES OR APPEALS NOT OTHERWISE ALLOWEDBY LAW.

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PURSUANT TO RESOLUTION No. 246-10-13280,“ANY INVOCATION THAT MAY BE OFFERED BEFORE THE START OF REGULARCOMMISSION BUSINESS SHALL BE THE VOLUNTARY OFFERING OF A PRIVATE CITIZEN, FOR THE BENEFIT OF THE COMMISSION AND THECITIZENS PRESENT. THE VIEWS OR BELIEFS EXPRESSED BY THE INVOCATION SPEAKER HAVE NOT BEEN PREVIOUSLY REVIEWED ORAPPROVED BY THE COMMISSION, AND THE COMMISSION DOES NOT ENDORSE THE RELIGIOUS BELIEFS OR VIEWS OF THIS, OR ANYOTHER SPEAKER.”

QUASI-JUDICIAL WARNING FOR CITY COMMISSION MEMBERS:

ANY AGENDA ITEM THAT HAS A QUASI-JUDICIAL WARNING IS CONSIDERED TO BE A QUASI-JUDICIAL MATTER. MEMBERS OF THE CITYCOMMISSION MAY NOT HAVE ANY VERBAL COMMUNICATION WITH ANYONE, OTHER THAN AT THE MEETING SCHEDULED TO RESOLVETHE MATTER, UNTIL THE MATTER IS RESOLVED AT A PUBLIC MEETING AND THE MEETING IS ADJOURNED. YOU ARE PROHIBITED FROMMAKING ANY INDEPENDENT INVESTIGATION OF THIS MATTER OTHER THAN A SITE VISIT OR MAKING WRITTEN REQUESTS FORINFORMATION FROM CITY EMPLOYEES AND RECEIVING WRITTEN RESPONSES FROM THEM IN THEIR OFFICIAL CAPACITY. ALL WRITTENREQUESTS FOR INFORMATION AND RESPONSES THERETO MUST BE FILED WITH THE CLERK AND A COPY MUST ALSO BE SENT TO THEPLANNING AND ZONING DIRECTOR IF THE MATTER INVOLVES A LAND RELATED ISSUE. YOU MAY NOT HAVE ANY VERBALCOMMUNICATION WITH CITY EMPLOYEES REGARDING THIS MATTER. YOU MAY NOT ENTER ONTO SOMEONE’S PROPERTY WITHOUTTHEIR PERMISSION. FURTHERMORE, YOU MAY NOT DISCUSS THE MATTER WITH THE PROPERTY OWNER OR ANYONE ELSE, INCLUDINGNEIGHBORS. YOU MUST, IN WRITING, ADVISE THE CLERK OF THE DATE AND TIME OF YOUR SITE VISIT AND, IF THIS MATTER INVOLVESLAND USE, YOU MUST ALSO SEND A COPY TO THE PLANNING AND ZONING DIRECTOR. ALL INFORMATION THAT YOU OBTAIN ON THISMATTER, OTHER THAN YOUR PERSONAL OBSERVATIONS AT A SITE VISIT AND WRITTEN INFORMATION PROVIDED BY STAFF, MUST BEPRESENTED TO YOU AT THE DULY NOTICED PUBLIC MEETING DURING WHICH THE APPLICANT SHALL BE GIVEN AN OPPORTUNITY TOPRESENT THE APPLICATION AND ANY EVIDENCE IN SUPPORT OF THE APPLICATION. IF THERE IS A BREAK IN THE MEETING, YOU MAY NOTALLOW OTHERS TO SPEAK TO YOU ABOUT THE MATTER OR ALLOW THEM TO PROVIDE YOU WITH ANY INFORMATION ABOUT THEMATTER. IF THE MATTER REQUIRES MORE THAN ONE HEARING, YOU MAY NOT DISCUSS THE MATTER WITH ANYONE, UNTIL THEMATTER IS RESOLVED BY A FINAL WRITTEN RESOLUTION OR, IF APPLICABLE, ORDINANCE, AND, EVEN THEN, NOT UNTIL THE MEETING ISADJOURNED. IF YOU RECEIVE AN EMAIL OR ANY WRITTEN OR PRINTED INFORMATION ABOUT THE MATTER BEFORE THEADJOURNMENT OF THE HEARING AT WHICH A FINAL DECISION IS MADE FROM ANYONE OTHER THAN CITY EMPLOYEES ACTING INTHEIR OFFICIAL CAPACITY, YOU MAY READ IT BUT YOU ARE NOT ALLOWED TO RESPOND TO IT AND YOU ARE REQUIRED TOIMMEDIATELY PROVIDE A COPY OF ANY WRITTEN COMMUNICATION OR DOCUMENT YOU RECEIVE CONCERNING THIS MATTER TO THECITY CLERK, AND A COPY MUST ALSO BE SENT TO THE PLANNING AND ZONING DIRECTOR IF THE MATTER INVOLVES A LAND RELATEDISSUE. IN ADDITION, IF YOU RECEIVE ANY VERBAL, OR WRITTEN COMMUNICATION (OTHER THAN WHAT HAS ALREADY BEENDELIVERED TO THE CLERK AND THE PLANNING AND ZONING DIRECTOR) YOU ARE REQUIRED TO DISCLOSE IT AT THE PUBLIC MEETINGAND, IF IT WAS VERBAL, YOU ARE REQUIRED TO WRITE A MEMORANDUM THAT INCLUDES THE INFORMATION RECEIVED AND THENAME AND ADDRESS OF THE PERSON PROVIDING THE INFORMATION, AS WELL AS THE DATE, TIME AND PLACE WHERE THECOMMUNICATION TOOK PLACE. THIS DOCUMENT MUST BE DELIVERED AS SOON THEREAFTER AS POSSIBLE TO THE CITY CLERK, AND IFAPPLICABLE TO A LAND RELATED ISSUE, A COPY MUST ALSO BE DELIVERED TO THE PLANNING AND ZONING DIRECTOR.

WARNING REGARDING EX PARTE COMMUNICATIONS:

“EX PARTE COMMUNICATIONS” ARE WRITTEN OR VERBAL EXCHANGES BETWEEN AN ELECTED OR APPOINTED PUBLIC OFFICIAL, AND ANAPPLICANT, HIS OR HER REPRESENTATIVES, OR A CITIZEN OR OTHER THIRD-PARTY OUTSIDE OF THE PUBLIC QUASI-JUDICIAL HEARINGWHICH IS THE SUBJECT OF THE EXCHANGE. THE FLORIDA LEGISLATURE BY THE ADOPTION OF SECTION 286.0115(1), FLORIDASTATUTES, HAS AUTHORIZED THE ADOPTION OF LOCAL ORDINANCES ALLOWING EX PARTE COMMUNICATIONS IF CERTAIN PROCEDURESARE FOLLOWED TO ENSURE THAT THE WRITTEN OR VERBAL EXCHANGE IS MADE PUBLIC, WHICH IS DESIGNED TO REMOVE ANYPRESUMPTION OF PREJUDICE THAT WOULD OTHERWISE RESULT IF THE EXCHANGE WERE KEPT PRIVATE AND NOT DISCLOSED. EXPARTE COMMUNICATIONS MUST BE PUBLICLY DISCLOSED PRIOR TO OR AT THE QUASI-JUDICIAL HEARING AT WHICH THE DECISION ISTO BE MADE. ALL DECISIONS MADE AT A QUASI-JUDICIAL HEARING MUST BE BASED ON COMPETENT SUBSTANTIAL EVIDENCE. VERBALEX PARTE COMMUNICATIONS ARE HEARSAY, ARE NOT COMPETENT EVIDENCE, AND MAY NOT FORM THE SOLE BASIS FOR MAKING ANYQUASI-JUDICIAL DECISIONS, BUT THEY MAY BE USED TO SUPPORT OR EXPLAIN OTHER COMPETENT EVIDENCE.

PURSUANT TO ORDINANCE §2-2.1, CITY CODE, THE SOUTH MIAMI CITY COMMISSION HAS ADOPTED THESE PROCEDURES TO ALLOW THEUSE OF EX-PARTE COMMUNICATIONS AS FOLLOWS:

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6130 Sunset Drive – South Miami, Florida 33143 - 305-663-6340 – www.southmiamifl.gov Page 4

1. THE ELECTED OR APPOINTED PUBLIC OFFICIAL SHALL DISCLOSE IN WRITING THE SUBJECT OF THE COMMUNICATION ANDTHE IDENTITY OF THE PERSON, GROUP, OR ENTITY WITH WHOM THE COMMUNICATION TOOK PLACE, AS SOON ASPRACTICABLE AFTER THE COMMUNICATION TAKES PLACE, WITH THE CITY CLERK AND MADE A PART OF THE RECORD AT THEHEARING BEFORE FINAL ACTION ON THE MATTER.

2. A LOCAL PUBLIC OFFICIAL MAY READ A WRITTEN COMMUNICATION FROM ANY PERSON. ANY WRITTEN COMMUNICATIONTHAT RELATES TO QUASI-JUDICIAL ACTION PENDING BEFORE A LOCAL PUBLIC OFFICIAL, SHALL NOT BE PRESUMEDPREJUDICIAL TO THE ACTION, PROVIDED SUCH WRITTEN COMMUNICATION IS DISCLOSED AND MADE A PART OF THE RECORDBEFORE FINAL ACTION ON THE MATTER.

3. A LOCAL PUBLIC OFFICIAL MAY CONDUCT INVESTIGATIONS, MAKE SITE VISITS AND RECEIVE EXPERT OPINIONS REGARDINGQUASI-JUDICIAL ACTION PENDING OR IMPENDING BEFORE HIM OR HER PROVIDED THAT SUCH ACTIVITIES AND THEEXISTENCE OF SUCH INVESTIGATIONS, SITE VISITS OR EXPERT OPINIONS IS MADE A PART OF THE RECORD BEFORE FINALACTION IS TAKEN ON THE MATTER.

4. DISCLOSURE MADE PURSUANT TO PARAGRAPHS 1, 2 AND 3 ABOVE MUST BE MADE BEFORE OR DURING THE PUBLICMEETING AT WHICH A VOTE IS TAKEN ON SUCH MATTERS SO THAT PERSONS WHO HAVE OPINIONS CONTRARY TO THOSEEXPRESSED IN THE EX PARTE COMMUNICATION ARE GIVEN A REASONABLE OPPORTUNITY TO REFUTE OR RESPOND TO THECOMMUNICATION.

IT IS POSSIBLE THAT IF THE STATUTE OR ORDINANCE DISCUSSED ABOVE, OR A QUASI-JUDICIAL ACTION PENDING BEFORE THECOMMISSION OR BOARD ARE CHALLENGED, THAT A COURT MIGHT FIND THAT NEITHER THE LEGISLATURE NOR THE CITY COMMISSIONHAD AUTHORITY TO ENACT THESE PROCEDURES CONCERNING EX PARTE COMMUNICATIONS, WHICH COULD RESULT IN THE ACTIONTAKEN BEING REVERSED. YOU THUS PROCEED AT YOUR OWN RISK IN ENGAGING IN SUCH COMMUNICATIONS, AND THEY ARE NOTENCOURAGED. THEY ARE, HOWEVER, THE POLICY OF THE LEGISLATURE AND CITY COMMISSION, AND UNTIL DETERMINED OTHERWISEBY THE LEGISLATURE OR THE COURTS, ARE LEGALLY PERMITTED BUT NOT WITHOUT POSSIBLE ADVERSE LEGAL CONSEQUENCES TO THEDETRIMENT OF THE CITY AND OTHER PARTIES.

4

Agenda Item No:F1.

South Miami Community Redevelopment Agency Agenda Item ReportMeeting Date: March 11, 2019Submitted by: Shantay DabneySubmitting Department: City Clerk Item Type: MinutesAgenda Section:

Subject:01.14.19 Minutes

Suggested Action:

Attachments:Minutes 01.14.19.docx

5

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1SOUTH MIAMI REDEVELOPMENT AGENCY MINUTES 2

Monday, January 14, 201934

The South Miami Community Redevelopment Agency met in regular 5session on Monday January 14, 2019 beginning at 7:00 pm in the 6City Commission Chambers, 6130 Sunset Drive, South Miami, Florida 733143.8

910A) SILENCE OR TURN OFF ALL CELL PHONES

1112B) ADD-ON ITEM(S)

1314C) ROLL CALL

15The following members of the SMCRA Board were present: Chair 16

Phillip Stoddard, Vice Chair Walter Harris, Member Luis Gil, Member 17Bob Welsh, Member Josh Liebman, Member Donald Jackson and Member 18Levy Kelly. None were absent.19

20The other people that were present: Evan Fancher, SMCRA 21

Director, Thomas Pepe, General Counsel and Shantay Dabney, Deputy 22City Clerk.23

2425D) MOMENT OF SILENCE

2627E) PLEDGE OF ALLEGIANCE

28The Pledge of Allegiance was recited in unison.29

3031F) APPROVAL OF MINUTES

3233F1 SMCRA Meeting Minutes 12.10.2019

34It was moved by Chair Stoddard and seconded by Vice Chair 35

Harris to approve CRA 12.10.2019 minutes. The motion passed by a 367-0 vote. The motion passed by a 7 - 0 vote. 37

38yea: Chair Phillip Stoddard, Vice Chair Walter Harris,

Member Luis Gil, Member Bob Welsh, Member Josh Liebman, Member Donald Jackson, Member Levy Kelly

nay: Noneabsent: None

3940

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414243444546

G) SMCRA DIRECTOR'S REPORT4748

Ga. CRA Check Register

49Mr. Fancher updated the Board on the following matters: Zoning 50

Workshop dates and location, Groundbreaking ceremony for the 51Container House and design and management of a CRA website/Social 52Media.53

545556

H) GENERAL COUNSEL REPORT57

Mr. Pepe reported on the following: Recommended scheduling 58a meeting with FPL and the City to start the process of removing 59the house under the power lines. 60

616263

I) PUBLIC COMMENTS:

The following spoke during public comments: Antoinette Fischer 646566

J) RESOLUTIONS6768

1.) A Resolution authorizing the Agency to piggyback off a City of South Miami contract with Calvin, Giardono, & Associates for planning services to re-zone South Miami Gardens and approving an expenditure of up to $17,370.

It was moved by Chair Stoddard and seconded by Vice Chair Harris69to approve Resolution No. CRA 01-19-1089 authorizing the Agency 70to piggyback off a City of South Miami contract with Calvin, 71Giardono, & Associates for planning services to re-zone South 72Miami Gardens and approving an expenditure of up to $17,370. The 73motion passed by a 7 - 0 vote. 74

yea: Chair Phillip Stoddard, Vice Chair Walter Harris, Member Luis Gil, Member Bob Welsh, Member Josh Liebman, Member Donald Jackson, Member Levy Kelly

nay: None7

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absent: None

75762.) A Resolution authorizing the SMCRA Director to pay any

fees to the City of South Miami associated with the construction of the container house project; urging the City Commission to reverse the decision of the ERPB that requires landscaping that goes beyond the requirements of the City’s Land Development Code.

It was moved by Chair Stoddard and seconded by Member Gil to 77approve Resolution No. CRA 02-19-1090 authorizing the SMCRA 78Director to pay any fees to the City of South Miami associated 79with the construction of the container house project; urging the 80City Commission to reverse the decision of the ERPB that 81requires landscaping that goes beyond the requirements of the 82City’s Land Development Code. The motion passed by a 7 - 0 vote. 83

yea: Chair Phillip Stoddard, Vice Chair Walter Harris, Member Luis Gil, Member Bob Welsh, Member Josh Liebman, Member Donald Jackson, Member Levy Kelly

nay: Noneabsent: None

84853.) A Resolution authorizing a multi-family residential

rehabilitation grant award in an amount not to exceed $7,668 for the replacement of exterior doors and the repair of the driveway at Lee Park Condominiums.

It was moved by Chair Stoddard and seconded by Vice Chair Harris86to approve Resolution No. CRA 03-19-1091 authorizing a multi-87family residential rehabilitation grant award in an amount not 88to exceed $7,668 for the replacement of exterior doors and the 89repair of the driveway at Lee Park Condominiums The motion 90passed by a 6 - 1 vote. 91

yea: Chair Phillip Stoddard, Vice Chair Walter Harris,Member Bob Welsh, Member Josh Liebman, Member Donald Jackson, Member Levy Kelly

nay: Member Luis Gilabsent: None

92K) BOARD COMMENTS

93

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The following is a summary of Board Comments: Christmas Tree 94Lightning, Awards presented to a PAL Police Officer, Community 95Member and Bishop Caley and Parade update.9697L) ADJOURNMENT

9899

There being no further business to come before this Body, the 100meeting was adjourned at 8:59pm101

102Approved:103

104105

Attest: ____________________________106 Philip K. Stoddard 107 CRA Chairperson 108

109____________________________110 Nkenga A. Payne111 CRA Secretary 112

113

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Agenda Item No:F2.

South Miami Community Redevelopment Agency Agenda Item ReportMeeting Date: March 11, 2019Submitted by: Shantay DabneySubmitting Department: City Clerk Item Type: MinutesAgenda Section:

Subject:02.05.19 Special Meeting Minutes

Suggested Action:

Attachments:Minutes_02.05.19_Special_Meeting.docx

10

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1SPECIAL SOUTH MIAMI REDEVELOPMENT AGENCY MINUTES 2

Tuesday, February 05, 201934

The South Miami Community Redevelopment Agency met in a 5special meeting on Tuesday February 5, 2019 beginning at 6:15pm in 6the City Commission Chambers, 6130 Sunset Drive, South Miami, 7Florida 33143.8

910A) SILENCE OR TURN OFF ALL CELL PHONES

1112B) ROLL CALL

The following members of the SMCRA Board were present: Chair 13Phillip Stoddard, Vice Chair Walter Harris, Member Luis Gil, Member 14Bob Welsh, Member Josh Liebman, and Member Levy Kelly. Absent: 15Member Donald Jackson16

17The other people that were present: Evan Fancher, SMCRA 18

Director, Thomas Pepe, General Counsel and Shantay Dabney, Deputy 19City Clerk20

2122

2324C) ITEMS for SMCRA BOARD CONSIDERATION

25261.) A Resolution authorizing the SMCRA Director to execute

a contract and all ancillary documents with Miami-Dade County relating to Community Development Block Grant (CDBG) contributions for the Madison Square project.

27It was moved by Chair Stoddard and seconded by Vice Chair 28

Harris to approve Resolution No. CRA 04-19-1092 the SMCRA Director 29to execute a contract and all ancillary documents with Miami-Dade 30County relating to Community Development Block Grant (CDBG) 31contributions for the Madison Square project. The motion passed by 32a 6 - 1 vote. 33

34yea: Chair Stoddard, Vice Chair Harris, Member Gil, Member

Welsh, Member Liebman, Member Kellynay: Noneabsent: Member Jackson

35362.) A Resolution authoring a special events funding

disbursement in an amount not to exceed $4,000 for special event expenditures to the South Miami Black

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Cultural Affairs Foundation associated with the Unity Parade.

37It was moved by Chair Stoddard and seconded by Vice Chair 38

Harris to approve Resolution No. CRA 05-19-1093 authoring a 39special events funding disbursement in an amount not to exceed 40$4,000 for special event expenditures to the South Miami Black 41Cultural Affairs Foundation associated with the Unity Parade. The 42motion passed by a 5 - 2 vote. 43

44yea: Chair Stoddard, Vice Chair Harris, Member Gil, Member

Welsh, Member Liebman.recuse: Member Kellyabsent: Member Jackson

4546E) ADJOURNMENT

47There being no further business to come before this Body, the 48meeting was adjourned at 6:35p.m.49

5051

Approved:525354

Attest: ____________________________55 Philip K. Stoddard 56 CRA Chairperson 57

58____________________________59 Nkenga A. Payne60 CRA Secretary 61

62

12

Agenda Item No:Ga.

South Miami Community Redevelopment Agency Agenda Item ReportMeeting Date: March 11, 2019Submitted by: Evan FancherSubmitting Department: Community Redevelopment Agency Item Type: PresentationAgenda Section:

Subject:CRA Check Register

Suggested Action:

Attachments:Check RegisterJan-Current.pdf

Budget by Department.pdf

13

Consolidated Check Register

Payee ID Check AmountStatusSubs TypeCancel DateFirst Reference Check DateCheck

CITY OF SOUTH MIAMI

03/06/2019to01/15/2019

Payee NameMW CXOH $138.88 01/30/2019 01/30/20191176701-0GALLOWAY OFFICE SUPPLIES61 00000278 0000403MW CXOH $13,723.00 01/30/2019 01/30/20190084688Keith and Schnars P.A.61 00000279 0091736MW RVOH $1,695.00 02/12/2019JNMG-0389Jnick Management Group Inc61 00000280 0091795MW CXOH $86.74 02/13/2019 02/13/2019INV007722A.L.J. SUPERIOR HOME IMPROVEMENT61 00000281 0005093MW CXOH $1,695.00 02/20/2019 02/20/2019JNMG-0389Jnick Management Group Inc61 00000282 0091795MW CXOH $1,500.00 02/21/2019 02/21/20192084189LLP KEEFE, MCCULLOUGH & CO.61 00000283 0005490MW CXOH $4,000.00 02/21/2019 02/21/2019INV007718South Miami Black Cultural Affairs Foundation61 00000284 0091199MW ISOH $550.00 01/18/20191057JOES LAWN SERVICE61 00651596 0004617MW ISOH $680.87 01/30/2019INV007680FPL61 00651597 0000057MW ISOH $71.20 02/12/2019INV007703FPL61 00651598 0000057MW ISOH $357.14 02/12/2019COM#60355-4PREFERED GOVERNMENTAL INS. TRUST61 00651599 0005541MW ISOH $2,500.00 02/12/2019INV007720Revired McFadden61 00651600 0091789MW ISOH $2,700.00 02/13/2019INV007693Bobby Lee Gibson61 00651601 0090185MW ISOH $400.00 02/13/20197859Kingdom Cuts Inc61 00651602 0090160MW ISOH $56.81 02/26/2019INV007753FPL61 00651603 0000057MW ISOH $550.00 02/26/20191059JOES LAWN SERVICE61 00651604 0004617MW ISOH $212.04 02/26/2019INV007738MIAMI DADE WATER & SEWER61 00651605 0000092MW ISOH $272.00 02/26/2019INV007723SUNTRUST BANK61 00651606 0004146MW ISOH $165.64 02/26/201915119332TOSHIBA BUSINESS SOLUTION61 00651607 0005409MW ISOH $118.40 02/27/2019INV007731Sprint Solutions Inc61 00651608 0090166MW ISOH $357.14 03/04/2019COM#60355-5PREFERED GOVERNMENTAL INS. TRUST61 00651609 0005541MW ISOH $643.14 03/06/2019INV007758FPL61 00651610 0000057MW ISOH $2,500.00 03/06/2019INV007724Monique Clark61 00651611 0091788MW ISOH $43.28 03/06/2019INV007792SUNTRUST BANK61 00651612 0004146MW ISOH $1,750.00 03/06/2019INV007715Thomasena Thompson61 00651613 0090326

** S O R T T O T A L S **$13,927.66Issued:$1,695.00Reversed:

$21,143.62Cancelled:$0.00Stop Payment:$0.00Reverse Stop:$0.00Stale Date:$0.00Escheated:

Void:

BK3005 - BK3005: Consolidated Check Register

Current Date: 03/06/2019

Current Time: 11:00:42

MCALOCA - Michelle CalocaUser:

Report:

Page

1

14

Consolidated Check Register

Payee ID Check AmountStatusSubs TypeCancel DateFirst Reference Check DateCheck

CITY OF SOUTH MIAMI

03/06/2019to01/15/2019

Payee Name61 Group Total: $36,766.28

$36,766.28Grand Total:** G R A N D T O T A L S **

BK3005 - BK3005: Consolidated Check Register

Current Date: 03/06/2019

Current Time: 11:00:42

MCALOCA - Michelle CalocaUser:

Report:

Page

2

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Agenda Item No:1.

South Miami Community Redevelopment Agency Agenda Item ReportMeeting Date: March 11, 2019Submitted by: Evan FancherSubmitting Department: Community Redevelopment Agency Item Type: ResolutionAgenda Section:

Subject:A Resolution authorizing an expenditure of $44,030 to Partners for Economic Solutions for the completion of ahousing study; urging the City of South Miami to approve a $35,000 contribution; and authorizing the ExecutiveDirector to negotiate and enter into a contract for completion of the study.

Suggested Action:

Attachments:housing study memo.docx

Housing_Study_ResolutionCArev.docx

PES South Miami Housing Study Proposal_Revised 03012019.pdf

City of South Miami Housing Needs Study Proposal.pdf

Revised Proposal PMG Associates.pdf

South Miami Housing Study Work Order.pdf

SouthMiami_HousingStrategy_Proposal.pdf

CRA 37-01-86.pdf

Housing Study Scope of Work 2018.doc

21

CITY OF SOUTH MIAMI COMMUNITY REDEVELOPMENT AGENCYOFFICE OF THE DIRECTOR

INTER-OFFICE MEMORANDUM

TO: The Honorable Chairman & Members of the SMCRA Board

FROM: Evan Fancher, Director

DATE: March 11, 2019

SUBJECT: A resolution authorizing an expenditure of $ 44,030 to Partners for Economic Solutions for the completion of a housing study; urging the City of South Miami to approve the $35,000 expenditure; and authorizing the Executive Director to negotiate and enter into a contract for completion of the study.

BACKGROUND: The SMCRA commissioned a housing study in 2001 by The Corradino Group which identified specific sites for redevelopment.

The SMCRA plan makes various references to the housing study and the need to update it. In fact, various projects mentioned in the redevelopment plan call specifically for projects to be based on the 2001 study or the updated study.

The Agency and City staff has determined that it is time for the study to be updated. The need for the update is codified in the Comprehensive Plan of the City:

“HOU Policy 1.1.3By 2020, the City shall seek funding for a Housing Study or a housing finance agency to further identify specific needs of the City’s current housing supply and affordable housing needs of the City.”

With the need for an updated housing study established, City and SMCRA staff worked to put together a scope and solicit proposals. We secured proposals from five firms, all of them were deemed responsive to the scope. Each proposer was allowed revisions of their proposal and allowed to submit a Best and Final Offer. Following receipt of the proposals, staff reviewed the submissions and have settled on the following two proposals:

1. PES (79,000)- Experienced at this particular work; a mix of local and national expertise.

2. KCI (64,622) – Experienced with City and CRA; great South Florida expertise

After speaking with both firms, staff decided to negotiate with the two. Following the negotiations, staff decided that Partners for Economic Solutions would be best suited to complete the study.

22

CITY OF SOUTH MIAMI COMMUNITY REDEVELOPMENT AGENCYOFFICE OF THE DIRECTOR

INTER-OFFICE MEMORANDUM

Staff recommends that the SMCRA Board approve an expenditure of $44, 030 and to authorize the Executive Director to negotiate and enter into an agreement with Partner for Economic Solutions additionally, the SMCRA urges the City to approve the $35,000 expenditure at its next available meeting.

FUNDING SOURCE: Account No. 610-111-10-55-43-460 (Redevelopment Services). The total expenditure for the SMCRA is $44,030.

ATTACHMENTS: Resolution Prior Housing StudyProposals

23

RESOLUTION NO. ______________12

A Resolution authorizing an expenditure of $44,030 to Partners for 3Economic Solutions for the completion of a housing study; urging the 4City of South Miami to approve a $35,000 contribution; and authorizing 5the Executive Director to negotiate and enter into a contract for 6completion of the study.7 8WHEREAS, the South Miami Community Redevelopment (SMCRA) Plan makes 9

multiple references to the 2001 housing study and the need to “update that study when 10necessary”; and11

12WHEREAS, the SMCRA staff and City of South Miami (COSM) staff, along with the 13

Planning Board, and the City Commission (through its recently approved changes to the 14Comprehensive plan) has determined that a new housing study is needed for the area; and15

16WHEREAS, the SMCRA Director along with COSM’s Planning Director released a 17

scope and received five proposals that each responded accurately to the scope; and1819

WHEREAS, in addition to the proposals, each proposer was asked to submit a 20similar work product that they completed; and 21

22WHEREAS, upon reviewing the proposals, staff gave additional time for each 23

respondent to clarify sections of their proposals and submit their best and final offers 24(BAFO); and 25

26WHEREAS, staff decided to recommend Partners for Economic Solutions at a total 27

cost of $79,030 based on their experience, the quality of their submission, and the team 28they assembled; and29

30WHEREAS, the CSM budgeted $35,000 to aid in the completion of this study and 31

the SMCRA included money in its budget line item titled “Redevelopment Services”; and3233

WHEREAS, the SMCRA desires to accomplish the objectives as outlined in the 34Redevelopment Plan and the scope of services.35

36NOW THEREFORE BE IT RESOLVED BY THE COMMUNITY REDEVELOPMENT 37

AGENCY OF THE CITY OF SOUTH MIAMI, FLORIDA THAT:383940Section 1. The South Miami Community Redevelopment Agency Board 41

authorizes the SMCRA Executive Director to negotiate and execute a contract with 42Partners for Economic Solutions in an amount not to exceed $44,030 contingent upon the 43

24

COSM approving a contribution of $35,000 for the study; and urging the COSM 1Commission to do so at its next available meeting; and approving the expenditure from 2Account No. 610-111-10-55-43-460 (Redevelopment Services & Land Acquisition).3

4Section 2. This resolution shall take effect immediately. 5

67

PASSED AND ADOPTED this 11thday of March, 2019.89

10ATTEST: APPROVED:11

1213

____________________________ __________________________14SECRETARY CHAIRPERSON15

161718

Board Vote:19READ AND APPROVED AS TO FORM: Chair Stoddard:20

Vice Chairman Harris:21Member Welsh:22Member Liebman:23Member Gil:24

______________________________ Member Jackson:25GENERAL COUNSEL Member Kelly:26

25

www.PESconsult.com

March 4, 2019

Evan Fancher

Director

SOMI CRA

5825 SW 68th Street St. 400

South Miami, Florida 33143

Dear Mr. Fancher:

Like many American cities coast to coast, South Miami is facing a crisis of housing

affordability. Housing construction, particularly multi-family housing, has not kept

pace with the rising demand associated with population growth and generational

change. In the face of the resulting shortages, housing prices and rents have

increased much more rapidly than did incomes over the past decade. Zoning and

other policies have constrained the types of housing that can be built, in some case,

excluding housing types that would be more naturally affordable, such as small lot

single-family houses, duplexes, accessory dwelling units and small multi-family

buildings.

We are pleased to submit this proposal for Partners for Economic Solutions (PES)

and Dover Kohl & Partners (DKP) to prepare a comprehensive housing study for the

City of South Miami and the Community Redevelopment Agency (CRA)

redevelopment area.

Anita Morrison and Abigail Byers Ferretti formed PES in 2008. Together, we bring

more than 60 years of experience in development and redevelopment economics,

public/private partnerships and area plans. Our work has focused particularly on

housing markets and affordability issues, including major analyses for Arlington

and Charlottesville, Virginia.

Because many of the tools and solutions available to address housing problems

include physical planning and design solutions, we have joined with DKP to take

advantage of their exceptional skills in consensus building in community planning

as well as their intimate understanding of South Miami. Neighborhood acceptance

or opposition is always a major factor in the development of affordable housing.

26

2

Good design needs to be backed by thoughtful zoning provisions that assure that the

affordable units are designed in a way that complements and enhances a neighborhood.

Helping neighborhood residents understand and accept that change is not inherently bad is

a critical step in implementing housing strategies. DKP’s “designing in public” approach is

particularly effective in helping residents visualize future development and how it can fit

into their neighborhoods.

Our two firms have collaborated on many occasions over the last 15 years, on assignments

for municipal and private clients all over the country. For instance, we were successful in

shifting the conversations in Arlington’s Columbia Pike neighborhoods, using both images

and rigorous financial analyses to help convince residents that additional density need not

be unattractive and that such density was essential to achieving the community’s goals of

preserving housing affordability. For this project, PES will serve as the lead consultant,

with DK&P in a supporting subconsultant role.

Housing markets are quite involved, serving households at multiple income levels in

different stages of their lives and with different preferences. Market conditions and

opportunities of these disparate groups are linked as households age and change, moving

up or downsizing, and making their older homes available to new waves of residents. When

one group’s housing needs are not met, they impact other groups by absorbing units that

might otherwise have been available at lower rents or prices to less well-off families.

We will examine the entire market – assessing demographics and characteristics of the

community’s various populations. We will profile the housing market in terms of available

rental and for-sale units, assisted housing, naturally affordable housing, market-rate

housing and specialized housing for the elderly and persons with disabilities. We will

explore the role that South Miami plays in the regional housing market. Our quantitative

analysis identifies the mismatches and gaps between demand and supply.

Accurately diagnosing the key market factors, regulatory policies and approval processes

that are inhibiting the local market from meeting housing demand is critical to developing

effective housing policies that target the real problems.

PES makes extensive use of financial modeling to test the economics of developing different

types of housing in the local market and the potential efficacy of prospective incentives in

affecting private-market development decisions. Such modeling is essential to accurately

fine-tuning such incentives as a bonus density, tax incentives, fee waivers and other

financial tools.

27

3

Our initial proposal envisions a two-phased process that focuses first on diagnosis and then

on possible solutions. The first stage identifies the issues facing the South Miami market

and their causes, quantifying current and future needs. The second stage focuses on

building consensus for a set of specific programs and initiatives tailored to the South Miami

situation. We have also proposed an optional phase focused on engaging the community,

development industry and policy makers in a process to expand each other’s understanding

of the challenges and options available to the City and CRA. We recommend that the CRA

form a Steering Committee of six to eight persons to work with the consultant team

throughout the housing study, bringing together individuals from the CRA, City, housing

advocates, developers and representatives of other relevant organizations.

The diagnosis phase entails detailed analysis of demographics and the local housing market

supplemented by review of zoning and other relevant policies.

1. Kick-Off Meeting and Background Review. PES and DKP will conduct a kick-off

meeting with the CRA to review goals for this analysis and efforts to date, establish

the project schedule and tour the CRA area. The PES Team will review existing

background reports and studies in preparation.

2. Demographic Analysis. PES will analyze socioeconomic conditions and demographic

trends for the metropolitan area, South Miami as a whole and the CRA

redevelopment area, drawing on data from the U.S. Census, the American

Community Survey and ESRI, a private demographic data providers. The analysis

will include trends in employment, population, households, race and ethnicity,

household income, household type and composition, household size, householder age,

workforce by occupations and industry, educational attainment and means of

transport. Cost burden data will highlight needs among households at the following

income levels: less than 30 percent of Area Median Income (AMI), 30 to 50 percent of

AMI; 50 to 80 percent of AMI; 80 to 100 percent of AMI; 100 to 120 percent of AMI

and above 120 percent of AMI. Maps, tables and graphics will illustrate the trends.

3. Housing Market Conditions. PES will document current housing market conditions.

Inventory data regarding age, vacancies, rents and home values will be drawn from

the American Community Survey, supplemented by rental housing inventories,

assisted housing inventories, building permit data, development pipeline

28

4

information and recent housing sales. PES will prepare an in-depth analysis of the

city’s rental housing stock, including the mix of housing types and sizes, vacancy

rates, rent trends and year built.

4. Zoning and Other Policy Review. DKP will review the City’s zoning code and other

planning policies to identify provisions that inhibit development of affordable

housing and impact development costs.

5. Housing Needs, Market Constraints and Opportunities Report. From these

analyses, PES will prepare a needs assessment report that identifies and quantifies

housing deficiencies for the City and the CRA area, incorporating graphics, tables

and maps. Housing needs will be quantified by income group to 2040 by five-year

increments. A technical appendix will provide more detailed tabular data. The

report will identify and discuss market constraints that inhibit the production of

additional affordable housing, including quantity, quality, housing types and

development patterns, supply and demand metrics, affordability thresholds, policies,

land development regulations and funding. PES will prepare a final version of the

report following receipt of comments from the CRA.

6. Briefings. At the end of Phase One, the PES Team will brief the City Commission,

and the Planning Board on the findings of the housing needs assessment.

The second phase will move from the definition of the problem to evaluating specific policy

approaches and funding strategies and then to formulating a five-year plan for South

Miami.

1. Housing Tools and Best Practices. PES will compile a comprehensive set of

potential housing tools for potential use in South Miami, highlighting those best

suited to address the housing issues facing the City. The tools review will

encompass development strategies, equal housing opportunity access and residents’

self-sufficiency measures to better equip them to compete within the private market.

It will include preservation of existing affordable units and strategies that allow

current residents to remain in the community in the face of rising rents/prices.

DKP will compile a photo array of housing options to illustrate opportunities for

“missing middle” housing, accessory dwelling units and other types that would help

increase densities while retaining the feel of single-family neighborhoods. The goal

29

5

is to build up a library that will help residents visualize and appreciate the many

alternatives available.

2. Financial Modeling. PES will prepare financial models for different housing types

suitable for testing alternative incentives, including bonus density, changing

parking requirements, fee waivers and other incentives. For example, the model

could test how many floors would need to be added to a development’s height to

induce a developer to devote 10 percent of the units for housing affordable at

different AMI levels.

3. Draft Housing Strategy. PES and DKP will draw on the results of the preceding

analyses and engagements to formulate a draft strategy with goals, objectives and

specific priority programs to guide the City’s housing efforts for the next five years.

Following staff review, a final report will be prepared.

4. Briefings. PES and DKP will present the proposed housing strategy to the Planning

Board and the City Commission.

1. Website. If desired, the housing type photos can be posted to the City or CRA

website to allow residents to comment and rank or vote on the types most appealing

or acceptable to them.

1. Opportunity Site Identification. DKP will use GIS and property assessment data to

identify vacant and underutilized properties in the CRA area, summarizing the

findings into different categories of potential sites, e.g., individual single-family lots,

clustered lots, larger properties and existing multi-family development potentially

suitable for additional density.

2. Prototypical Sites. The PES Team and the Steering Committee will jointly identify

a sampling of up to eight prototypical sites that represent the range of opportunity

sites available in the CRA area. The sites will be chosen to encompass a variety of

situations, such as single lots, clustered lots, publicly-owned land, aging commercial

or industrial uses, and/or aging multi-family developments.

3. Design Charrette. DKP will conduct a three-day design charrette to develop

concepts and drawings for housing on the prototypical sites. This would offer an

opportunity to engage city residents and educate them on the basic affordable 30

6

housing issues and some of the strategies that could be incorporated to reduce the

market gaps.

4. Charrette Report. DKP will summarize the results of the Design Charrette in a

Charrette Report.

5. Briefings. PES and DKP will present the Charrette Report to the Planning Board

and the City Commission.

You have asked for two budgets representing different levels of effort. PES and DK&P

propose the following fees (including expenses) for the work products described above:

Phase 1 – Diagnostics $44,990

Phase 2 – Strategies $34,040

Total Fee $79,030

At a lower budget level, we would omit Tasks 1.6 and 2.2 and cut back on Task 2.1.

Phase 1 – Diagnostics $41,750

Phase 2 – Strategies $23,200

Total Fee $64,950

The optional tasks would have the following fees:

Optional Task A – Website $4,100

Optional Tasks B – Design Options $51,800

If you find this proposal acceptable to the CRA, we will provide a contract for your

signature. We will schedule the work to begin as soon as we receive the executed contract.

We look forward to the opportunity to work with you.

Sincerely,

Anita Morrison

Principal 31

7

We have outlined a series of tasks and developed a tentative schedule to complete the City of South Miami Housing Study. Based on the anticipated schedule for project completion, we have identified the following preliminary timetable. All members of the team are available to participate throughout the duration of the project.

PHASE ONE: DIAGNOSIS1. KICK-OFF MEETING AND BACKGROUND REVIEW

2. DEMOGRAPHIC ANALYSIS

3. HOUSING MARKET CONDITIONS

4. ZONING AND OTHER POLICY REVIEW

5. HOUSING NEEDS, MARKET CONSTRAINTS &

OPPORTUNITIES REPORT

6. BRIEFINGS - AT THE END OF PHASE ONE

PHASE TWO: STRATEGIES1. HOUSING TOOLS AND BEST PRACTICES

2. FINANCIAL MODELING

3. DRAFT HOUSING STRATEGY

4. BRIEFINGS - AT THE END OF PHASE TWO

march april may june july aug sept oct 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27

Proposed Project Schedule

32

6500 North Andrews Avenue | Fort Lauderdale, Florida 33309-2132 (954) 776-1616 | (800) 488-1255 | Fax: (954) 771-7690

February 22, 2019

Mr. Evan Fancher, Director

SOMI CRA

5825 SW 68th Street St. 400

South Miami, Florida 33143

Project Name: City of South Miami Housing Needs Study

Dear Mr. Fancher,

In accordance with your request, Keith & Schnars, a Division of KCI Technologies, Inc.

(CONSULTANT) is pleased to offer professional planning services to the City of South Miami

and the South Miami Community Redevelopment Agency.

The additional personnel assigned to this project include Erin Sita, AICP and Carol Thompson,

AICP. I will serve as project principal, and will oversee all stakeholder engagement, project

management, and final` deliverables. Ms. Sita has 17 years of professional experience in the

planning and development field, in both the public and private sector. Her planning related

skills include experience in workforce house regulations comprehensive, current, long-range

and neighborhood planning, planning division management/operations, project management,

expert witness testimony, and public hearing speaking. She will use her experience to guide

the regulatory and process recommendations. We are pleased to have Carol Thompson,

AICP join our team for this project. Ms. Thompson has extensive experience preparing

supply/demand and fiscal/economic impact analyses; using

demographic/economic/housing statistics. Ms. Thompson will review all available data and

lead the housing needs assessment based on this data.

SCOPE OF WORK

The City of South Miami, Florida desires to create a planning tool to help identify and analyze

existing and projected housing needs; to develop goals, policies, land use regulations, incentive

programs, and quantifiable objectives for increased housing types, tenure and affordability;

and to address program needs for the construction, rehabilitation, preservation and financing

of affordable housing.

Task 1: Project Initiation Meeting

CONSULTANT shall organize and facilitate one (1) project initiation meeting with CITY and

CRA staff to review the process and timeline for the preparation of the Housing Needs

Study and related tasks. 33

Keith & Schnars, a Division of KCI Technologies, Inc. City of South Miami Housing Study February 22, 2019

Deliverables:

Meeting Agenda

Attend and Facilitate Meeting

Summary Notes

Task 2: Community Engagement

CONSULTANT shall create opportunities for residents, property owners, business owners, and

developers to participate in and stay informed about the study.

CONSULTANT shall facilitate a Public Charrette. This will be a day-long (including early

evening) “open house” style charrette will be held to allow all stakeholders to give active

feedback on housing needs in South Miami.

CONSULTANT shall hold up-to five one-hour focus groups/individual interviews with

stakeholders at the request of CITY/CRA staff.

CONSULTANT shall maintain an on-line survey for the duration of the study for stakeholders

to provide feedback. Printed copies of survey will be provided at key locations in order to

provide equitable opportunities for feedback. (Cost included in scope)

CONSULTANT shall present final findings and report, at final draft stage, to the City’s Planning

Board for feedback.

CONSULTANT shall present final findings and report, at final draft stage, to the City

Commission for feedback.

CONSULTANT shall present final findings and report to the City Commission for acceptance by

the CITY.

The CITY shall be responsible for all advertising, mailing and public noticing. The CITY shall be

responsible for all venues and assist with set-up.

Deliverables:

Written Outline of Community Engagement Plan

Meeting Agenda

Attend and Facilitate Meeting

Summary Notes

34

Keith & Schnars, a Division of KCI Technologies, Inc. City of South Miami Housing Study February 22, 2019

Task 3: City of South Miami Housing Needs Study

CONSULTANT shall create a report that will include the following components:

Community Housing Profile

CONSULTANT shall create a Community Housing Profile using the data most recently compiled

for the City’s Comprehensive Plan Update, Shimberg Center for Housing Studies data, and

other approved sources. The Housing Profile shall include demographic characteristics

including race and ethnicity, income, age, employment, population trends; household

characteristics: the number of existing households and housing units (by tenure); and a housing

market analysis: housing costs, rents, vacancy rates, and sales prices.

Housing Needs Assessment

CONSULTANT shall conduct a housing demand and affordability assessment and analysis

throughout the City based on the data collected in Task 1, discussions with City Staff, and field

review. The Housing Needs Assessment will include a review and evaluation of housing

affordability in terms of household needs and demands, and income range, and an affordability

gap analysis for rental and owner-occupied housing.

CONSULTANT shall provide an estimate of household levels of affordability and cost of

producing additional housing. The projected needs shall include an estimate of new units

needed, by tenure, housing type, and cost to meet current needs and accommodate expected

population growth and job generation, determine number of homes to be created through

new construction, rehabilitation and preservation.

The Housing Needs Assessment shall also include a calculation of gaps citywide by identifying

the net gain and decline of housing with an emphasis on household income, based on U.S.

Housing and Urban Development guidelines. The CONSULTANT shall estimate the demand

from new and existing households over 20 years in five-year increments and forecast the

estimated cost associated with the gap between the City’s current housing stock and projected

needed housing stock over 20 years in five-year increments.

Land Use and Policy Review

CONSULTANT shall review the City’s local housing policies, land development controls, and

approval processes and identify opportunities to encourage opportunities for the development

of housing in the City.

Goals, Policies, and Quantifiable Objectives

CONSULTANT shall analyze the Land Development Code to ascertain its impact on housing

cost and development of affordable housing for all income levels and recommend code

changes to address any barriers. 35

Keith & Schnars, a Division of KCI Technologies, Inc. City of South Miami Housing Study February 22, 2019

This analysis shall include the following:

Analysis of the impact of market forces such as cost and availability of developable land.

CONSULTANT shall estimate the number/percentage increase of units, by various

income level (percent of Area Median Income), to be constructed, rehabilitated or

conserved in the next twenty (20) years; and

CONSULTANT shall identify needed programs and agencies responsible for:

constructing new and improving existing housing stock, promoting access to affordable

housing (equal housing opportunity), and increasing capacity of residents to lower

housing cost burden, build long term equity, stabilize housing situations (through

homebuyer training, rental vouchers, assistance for people with disabilities, etc.).

CONSULTANT shall identify potential options for affordable housing bonus programs.

CONSULTANT shall identify possible strategies related to the provision of housing for all

income levels.

CONSULTANT shall provide proposed policies to create opportunities to support and create

affordable housing and recommendations to remove or reduce any barriers. CONSULTANT

shall establish scalable strategies to address the housing concerns identified in the City which

may include the following:

A statistically sound approach for setting targets for housing in the City and identified

burden subpopulations.

Strategies for ensuring log-term affordability, including the desirability of establishing a

Housing Trust Fund.

Collaborative public and private sector strategies to support the development of quality,

affordable housing, including suggestions where changes in funding criteria could

facilitate the development of increased housing for all income levels.

Tools and strategies to promote affordable housing for moderate, low, and very low-

income households, including new regulatory and finance mechanisms, grants,

partnerships with organizations, dedicated revenue sources, and opportunity in creating

affordable housing on publicly-owned land property.

Strategies that will help increase incomes and improve economic development

opportunities.

The final report shall consider all related issues such as public participation, job/housing mix,

consistency with existing planning and land use policy, protection of ecological resources,

promotion of efficient development patterns and green building.

The CONSULTANT shall provide the CITY/CRA with a completed draft for one (1) review and

comment opportunity. 36

Keith & Schnars, a Division of KCI Technologies, Inc. City of South Miami Housing Study February 22, 2019

Deliverables:

Draft City of South Miami Housing Needs Study

Final City of South Miami Housing Needs Study

CONSULTANT'S total lump sum fee for this service shall be ............................. $64,622.00

Additional Services

The undertaking by CONSULTANT to perform professional services defined within this

Agreement extends only to those services specifically described herein. If requested by the

CLIENT and agreed to by CONSULTANT, CONSULTANT agrees to perform additional services

hereunder. CLIENT shall be obligated to pay CONSULTANT for the performance of such

additional services an amount (in addition to all other amounts payable under this Agreement)

based on an hourly fee in accordance with CONSULTANT’S current professional fee schedule,

plus reimbursable expenses as incurred by CONSULTANT, unless a lump sum addendum to

this Agreement is executed by the parties to this Agreement which addresses the additional

services.

Additional services shall include revisions to work previously performed that are required due

to a change in the data or criteria furnished to CONSULTANT, a change in the scope or concept

of the project initiated by CLIENT, or services that are required by changes in the requirements

of public agencies after work under this Agreement has commenced.

If the preceding scope of services includes public agency permitting, our quoted fees/hours

include services to respond to the agency's first RAI (Request for Additional Information).

Additional agency requests or requirements shall be considered an increase to our scope of

services.

Sincerely,

Heidi Siegel, AICP

Director of Planning/Practice Leader

37

Employee-Owned since 1988

WWW.KCI.COM

A DIVISION OF KCI

HEIDI SIEGEL, AICPDIRECTOR OF PLANNING

Ms. Siegel is the director of the firm’s Planning Department. She has been successful in many projects that specialize in reviewing, updating, and implementing land development regulations and comprehensive plans, as well as special area studies. Ms. Siegel has over 20 years of professional experience in the planning and development field, in both the public and private sector. Her involvement in historic preservation planning, municipal operations, legislative matter and public speaking have aided in her extensive knowledge throughout her career. Prior to joining Keith & Schnars, Ms. Siegel served as the City Manager for the Village of Biscayne Park in Miami-Dade County.

EXPERIENCE:City of Miami Gardens Community Redevelopment Area Plan, Miami Gardens, FL: Served as project manager for the Miami Gardens NW 27th Avenue Community Redevelopment Area (CRA) Plan to establish the first CRA in the City. Led and facilitated community meetings, coordinated with Miami-Dade County, and presented to City Council

Hillsboro Ranches Neighborhood Study, Coconut Creek, FL: Ms. Siegel Completed a complex study of an unincorporated area that is under consideration for annexation. Tasks included research of the City’s Land Development Regulations on existing zoning districts and code compliance issues, a review of potential revenue source, density recommendations and impact to municipal services.

City of Sunrise Comprehensive Plan Amendments and Data & Analysis Update, City of Sunrise, FL: Served as the project manager for a complete update of the City’s Comprehensive Plan. Amendments were prepared in accordance with Florida State Statues and BrowardNEXT. Tasks included completion of the Evaluation Appraisal Report, Data & Analysis

Document update, Comprehensive Plan amendments, presentation to Local Planning Agency and City Commission and coordination with the Florida Department of Opportunity and Broward County Planning Council. (2017)

City of Oakland Park Cost-Recovery Services/Future Land Use Map Amendment, City of Parkland, FL: Ms. Siegel performs not only as project manager, but also as the Planner for this project. Ms. Siegel acts as an extension of City staff for a land use plan amendment application to convert a 139-acre property designated open space to residential. Ms. Siegel is tasked with reviewing the submittal package and the existing Comprehensive Plan, meeting with the applicant and city officials, frequent communication with city staff, preparing the Development Review Committee submittal staff memo, coordinating additional traffic analysis and stormwater reviews, attending all city meetings and representing City staff at the City Commission. Her skillful analysis of the Comprehensive Plan and the application has removed pressure from the City staff and allowed them to publicly remain neutral as concerns from surrounding residents are addressed and the developer continues in the process.

ACADEMIC BACKGROUND:Master of Heritage Preservation, Historic Preservation, Georgia State University, 1998

B.A., History, Queens College, 1995

PROFESSIONAL REGISTRATIONS/CERTIFICATIONS:American Institute of Certified Planners (AICP), #213273

AWARDS:2016 Florida Preservation Award

PROFESSIONAL ORGANIZATIONS:American Planning Association

Broward Section of the American Planning Association

American Planning Association, Florida Chapter

Broward County Bicycle and Pedestrian Advisory Committee, Chair

YEARS OF EXPERIENCE:20

38

Employee-Owned since 1988

WWW.KCI.COM

A DIVISION OF KCI

ERIN FITZHUGH SITA, AICPPLANNING MANAGER

Ms. Fitzhugh has 17 years of professional experience in the planning and development field, in both the public and private sector. Her planning related skills include experience in workforce house regulations comprehensive, current, long-range and neighborhood planning, planning division management/operations, project management, expert witness testimony, and public hearing speaking.

EXPERIENCE: Miami Beach Comprehensive Plan EAR Amendment, Miami Beach, FL: Ms. Sita is currently serving as a project manager for the the City’s Evaluation & Appraisal Report (EAR) update to the Miami Beach Comprehensive Plan. This update includes public outreach, updated data and analysis, and proposed Comprehensive Plan amendments that address changes to Florida Statutes and incorporate the City’s recent local plans, studies and initiatives.

Osceola Park Community Redevelopment Area Neighborhood Plan Update, Delray Beach, FL: Ms. Sita serves as project manager for the Delray Beach Osceola Park Community Redevelopment Area Neighborhood Plan Update. The goal of this project is to determine if the current redevelopment strategies and development standards are still applicable, and to propose new neighborhood improvement projects and redevelopment projects. Ms. Sita is ensuring that the update is consistent with Florida State Statutes, City Staff direction, and the vision of active residents. Additionally, she facilitated a community visioning session.

Village Planner, Village of North Palm Beach: Ms. Sita was responsible for the management of the Village’s Planning & Zoning Division, which included

daily operations, customer service and both current and long-range planning tasks/projects. She represented the Community Development Department at meetings. Additionally, she worked on a variety projects, including land development code and comprehensive plan amendments (housing code/community residences/flood ordinance), NPDES & CRS reporting, fees, public outreach, addressing, and Village infrastructure and construction projects.

Senior Planner, Palm Beach County (PBC): Ms. Sita worked on projects in a wide variety of topic areas during her time with the PBC Planning Division, including text & site-specific amendments, GIS, annexation, special districts, port master plan, water supply plan, stormwater, and sustainability.

Senior Planner, Palm Beach County (PBC): Ms. Sita worked on projects in a wide variety of topic areas during her time with the PBC Planning Division, including text & site-specific amendments, GIS, annexation, special districts, port master plan, water supply plan, stormwater, sustainability and workforce housing. Ms. Sita acted as the coordinator for the County’s Comprehensive Plan amendment process for over 5 years (30-50 text & site-specific amendments annually).

ACADEMIC BACKGROUND:B.A., International Affairs, Florida State University

M.S.P., Urban Planning, Florida State University

PROFESSIONAL REGISTRATIONS/CERTIFICATIONS:American Institute of Certified Planners (AICP), #019524

PROFESSIONAL ORGANIZATIONS:American Planning Association

American Planning Association, Florida Chapter

Broward & Treasure Coast Sections of the American Planning Association

Palm Beach County Planning Congress, Vice President

YEARS OF EXPERIENCE:17

39

Employee-Owned since 1988

WWW.KCI.COM

A DIVISION OF KCI

CAROL A. THOMPSONHOUSING NEEDS PLANNER

Thompson Consulting is a firm founded in 1987, offering research and analysis services to the development community, as well as government. Services include housing, commercial-retail, office, industrial and transient commercial/hotel market analyses; fiscal and economic impact analyses; land use development potential and socio- demographic survey research and analysis; governmental approvals; and litigation support (expert witness testimony).

EXPERIENCE:Palm Beach County Economic Development Office (Department of Economic Sustainability since February 2012): Special Projects Manager Project management; prepare supply/demand and fiscal/economic impact analyses; secure/administer grant/loan programs at the federal, state and local levels; business outreach using demographic/economic/housing statistics & incentive programs available to profile the County as a business friendly environment; liaison w/gov’t employees, elected officials, businesses/developers (and representatives), non-profits and community groups to facilitate economic and community development/redevelopment plans and programs (inclusive of public presentations) (2010 - Present)

Thompson Consulting: President (prepare, manage and implement development potential and demographic research and analysis; market/economic/fiscal analyses; real estate research; urban planning for development/ redevelopment; governmental/zoning approvals; litigation support; affordable housing analyses); Presentations and expert testimony at quasi-judicial public hearings. (1987 - Present)

Glades Area Tract/Low and Moderate Income Housing Market Study: Glades area of Palm Beach County (including development potential of a 56 acre tract located on the east side of S.R. 15 (U.S. 441), south of Pahokee, Florida.

Affordable Housing Study/Affordable housing supply/demand study for the entirety of Palm Beach County, Florida: The county was divided into seventeen (17) housing sector study areas (years 1994 and 2000). This study is regularly used by the Housing and Community Development Department [in determining funding for various projects, as well as in fulfilling reporting requirements to the Federal Department of Housing and Urban Development (HUD)]; and the Planning, Zoning and Building Department in determining where and when to grant “voluntary density bonuses” to residential projects which include a complement of affordable housing in order to achieve geographic dispersal of affordable units.

City of South Bay/Market: Study for a 140 unit single family affordable housing subdivision, located on Rock Road in South Bay, Florida.

Pompano Community Development Corporation/Housing: Market feasibility study for 100 very low and low income single family units on 23 acres, located between Martin Luther King, Jr. Boulevard (Hammondville Road) in western Pompano Beach, Florida.

Palm Beach County Housing: Partnership/Affordable single family housing market analyses of a 10 acre project located on Lilac Street in Palm Beach Gardens, Florida.

ACADEMIC BACKGROUND:Real Estate Development Course Work Harvard University (Office of Special Programs). July, 1984MUP Master of Urban Planning (Specialization-urban/regional economics) School of Architecture and Urban Planning University of Wisconsin. June, 1978BA Liberal Arts and Sciences University of Illinois. May, 1975

PROFESSIONAL REGISTRATIONS/CERTIFICATIONS:American Institute of Certified Planners (AICP), #004597

PROFESSIONAL ORGANIZATIONS:APA- American Planning AssociationTreasure Coast Chapter/Florida APA-Secretary (formerly)Palm Beach County Economic ForumPalm Beach Co. Commercial Needs Assessment Steering CommitteeWest Palm Beach Mass Transit Committee (formerly)W. Palm Beach Downtown Development Authority Committees (formerly)Palm Beach County Planning Congress (formerly on Board of Directors)

YEARS OF EXPERIENCE:40

40

March 3, 2019 Jane Tompkins, Evan Fancher City of South Miami 6130 Sunset Drive South Miami, Florida 33143 RE: City of South Miami Housing Study PMG Associates, Inc. (PMGA) is pleased to submit this proposal to complete the Housing Study for the City of South Miami. We have reviewed the Scope of Work and are previous experience will enable us to complete the assignment as required by the City. Working with our firm will be PLACE Planning and Design, a Planning firm led by an AICP certificate holder who has experience with Land Use and Zoning Regulations, particularly as they apply to Affordable Housing. This team has worked together on all of our Housing projects. PMG Associates has completed Consolidated Plans for the City of Homestead, Miami-Dade County, Collier County, Brevard County, Spartanburg County, South Carolina and Gastonia, North Carolina. We have also completed Analysis of Impediments to Fair Housing for West Palm Beach, Port St. Lucie, Punta Gorda and Collier County. We are familiar with HUD standards and regulations and can apply these criteria to South Miami. SCOPE: We accept the Scope as provided by South Miami. The only clarification is regarding the Community Engagement. We propose two public workshops, stakeholder interviews and working with the steering committee. We also will make appropriate presentations to the Planning Board and City Commission. We will produce all printed materials as well as electronic copies of the presentations. Our proposal does not include a website. If one is required, we will supply a separate price. We suggest instead that there be a page on the City’s website, we will provide materials for this contact within out price proposal. TIME FRAME: This engagement will be completed in a period of four months from receipt of a Notice To Proceed. A detailed schedule is attached. 41

FEE: The fee for this engagement will be a lump sum price in the amount of $39,800 which will be payable as tasks are completed. We appreciate the opportunity to submit this proposal. If there are any questions, please contact me. Very truly yours, PMG Associates, Inc. Philip M. Gonot Philip M. Gonot President

42

City of South Miami Housing Study

Project Schedule Task Time Frame Community and Housing Profile March Housing Needs Assessment March/April Land Use and Policy Review March/April Goals, Policies, and Quantifiable Objectives April/May Community Engagement Public Workshop April

Stakeholders April Steering Committee March - June

Reports June Presentations Planning Board June

City Commission June All months are in 2019

43

City of South Miami Housing Study Scope of Work 

 The City of South Miami, Florida desires to create a planning tool to help identify and analyze existing and projected housing needs; to develop goals, policies, land use regulations, incentive programs, and quantifiable objectives for increased housing types, tenure and affordability; and to address program needs for the construction, rehabilitation, preservation and financing of affordable housing.   The successful proposer will provide the following:  1. Community and Housing Profile1 

a. Demographic characteristics: race and ethnicity, income, age, employment, population trends; b. Household characteristics: the number of existing households and housing units (by tenure); c. Housing market analysis: housing costs, rents, vacancy rates, and sales prices. 

 2. Housing Needs Assessment 

a. Conduct a housing demand and affordability assessment and analysis throughout the City. Review and evaluate housing affordability in terms of household needs and demands, and income range, prepare affordability gap analysis for rental and owner‐occupied housing. Determine household levels of affordability and cost of producing additional housing. 

b. Projected needs: identify number of new units needed, by tenure, housing type, and cost to meet current needs and accommodate expected population growth and job generation, determine number of homes to be created through new construction, rehabilitation and preservation. 

c. Calculate gaps citywide by identifying the net gain and decline of housing with an emphasis on  

  household  income,  based  on U.S.  Housing  and Urban  Development  guidelines.  Estimate  the 

  demand from new and existing households over 20 years in five‐year increments. Forecast the  

  cost associated with  the gap between  the City’s  current housing  stock and projected needed 

  housing stock over 20 years in five‐year increments. 

3. Land Use and Policy Review a. Identification of regulatory barriers (i.e., local housing policies, land development controls, and 

approval processes) that hinder the development of housing in the City.   4. Goals, Policies, and Quantifiable Objectives 

a. Analyze the Land Development Code to ascertain its impact on housing cost and development of 

  affordable housing for all income levels and recommend code changes to address any barriers. 

b. Analyze the impact of market forces such as cost and availability of developable land. c. Estimate  the  number/percentage  increase  of  units,  by  various  income  level  (percent  of Area 

Median Income), to be constructed, rehabilitated or conserved in the next twenty (20) years; 

1 In 2017-18 the City prepared an update to its Comprehensive Plan. This effort included an extensive updating of the relevant data. Proposers should review this data, which is available on the City’s website, and determine the extent to which additional information is needed to complete the Housing Study.

44

d. Identify needed programs and agencies responsible for: constructing new and improving existing housing stock, promoting access to affordable housing (equal housing opportunity), and increasing capacity of residents to lower housing cost burden, build long term equity, stabilize housing situations (through homebuyer training, rental vouchers, assistance for people with disabilities, etc.); 

e. Identify potential options for affordable housing bonus programs;  f. Identify possible strategies related to the provision of housing for all income levels; g. Provide proposed policies to create opportunities to support and create affordable housing and 

recommendations to remove or reduce any barriers.  Establish scalable strategies to address the housing concerns identified in the City which may include the following:  

A  statistically  sound  approach  for  setting  targets  for  housing  in  the  City  and 

identified burden subpopulations.  

Strategies  for  ensuring  log‐term  affordability,  including  the  desirability  of 

establishing a Housing Trust Fund. 

Collaborative  public  and  private  sector  strategies  to  support  the  development  of 

quality, affordable housing, including suggestions where changes in funding criteria 

could facilitate the development of increased housing for all income levels.  

Tools  and  strategies  to  promote  affordable  housing  for moderate,  low,  and  very 

low‐income households,  including new regulatory and finance mechanisms, grants, 

partnerships  with  organizations,  dedicated  revenue  sources,  and  opportunity  in 

creating affordable housing on publicly‐owned land property. 

Strategies  that  will  help  increase  incomes  and  improve  economic  development 

opportunities. 

h. Consider all related issues such as public participation, job/housing mix, consistency with existing planning and land use policy, protection of ecological resources, promotion of efficient development patterns and green building. 

5.  Community Engagement Plan   The Proposer shall identify opportunities for residents, property owners, business owners and developers to participate in and stay informed about the project. The opportunities may include a steering committee, charrettes, public workshops, focus group interviews, educational materials, project website, and/or presentations at Planning Board and City Commission meetings.  6. Schedule   The Proposer shall provide a detailed project schedule and timeline for all events, activities, and meetings to take place during the project.  7. Reports   The Proposer shall anticipate that at least one draft report of the research, conclusions and recommendations will be prepared for staff review and comment and then revised for a public presentation. The final report will incorporate changes and recommendations made in response to the draft report, and will be presented to both the Planning Board and the City Commission.  

45

(305) 588-4364 ♦ ralph@ralphrosado.com ♦ 2103 Coral Way, 2nd Floor, Miami, FL 33145

March 2, 2019

Evan Fancher, Director

South Miami Community Redevelopment Agency

5825 SW 68th Street, Suite 400

South Miami, FL 33143

Jane Tompkins, Planning Director

City of South Miami

Sylva Martin Building

6130 Sunset Drive

South Miami, FL 33143

Project: HOUSING OPPORTUNITIES ANALYSIS FOR THE CITY OF SOUTH MIAMI

The City of South Miami, Florida, (the “City”) desires to create a planning tool to help identify and analyze existing and

projected housing needs; to develop goals, policies, land use regulations, incentive programs, and quantifiable objectives

for increased housing types, tenure and affordability; and to address program needs for the construction, rehabilitation,

preservation and financing of affordable housing. Toward that end, the experienced team at Rosado & Associates (“Team”)

- which has assisted a number of other local governments with similar initiatives - is pleased to submit this Proposal in order

to assist the City in this important endeavor.

Description of Services: For professional services to be rendered in connection with the following tasks:

1. Community and Housing Profile1

a. Demographic characteristics: race and ethnicity, income, age, employment, population trends;

b. Household characteristics: the number of existing households and housing units (by tenure);

c. Housing market analysis: housing costs, rents, vacancy rates, and sales prices.

• Proposed Timeframe for Task 1 from execution of agreement: 3 weeks

• Proposed Fee for Task 1: $4,000

2. Housing Needs Assessment

a. Conduct a housing demand and affordability assessment and analysis throughout the City. Review and evaluate

housing affordability in terms of household needs and demands, and income range, prepare affordability gap

analysis for rental and owner-occupied housing. Determine household levels of affordability and cost of producing

additional housing.

b. Projected needs: identify number of new units needed, by tenure, housing type, and cost to meet current needs and

accommodate expected population growth and job generation, determine number of homes to be created through

new construction, rehabilitation and preservation.

1 In 2017-18 the City prepared an update to its Comprehensive Plan. This effort included an extensive updating of the relevant data.

The Team will review this data, which is available on the City’s website, and determine the extent to which additional information is

needed to complete the Housing Study.

46

(305) 588-4364 ♦ ralph@ralphrosado.com ♦ 2103 Coral Way, 2nd Floor, Miami, FL 33145

c. Calculate gaps citywide by identifying the net gain and decline of housing with an emphasis on household income,

based on U.S. Housing and Urban Development guidelines. Estimate the demand from new and existing households

over 20 years in five-year increments. Forecast the cost associated with the gap between the City’s current housing

stock and projected needed housing stock over 20 years in five-year increments.

• Proposed Timeframe for Task 2 from execution of agreement: 7 weeks

• Proposed Fee for Task 2: $5,000

3. Land Use and Policy Review

a. Identification of regulatory barriers (i.e., local housing policies, land development controls, and approval processes)

that hinder the development of housing in the City.

• Proposed Timeframe for Task 3 from execution of agreement: 8 weeks

• Proposed Fee for Task 3: $5,000

4. Goals, Policies, and Quantifiable Objectives

a. Analyze the Land Development Code to ascertain its impact on housing cost and development of affordable

housing for all income levels and recommend code changes to address any barriers.

b. Analyze the impact of market forces such as cost and availability of developable land.

c. Estimate the number/percentage increase of units, by various income level (percent of Area Median Income), to be

constructed, rehabilitated or conserved in the next twenty (20) years;

d. Identify needed programs and agencies responsible for: constructing new and improving existing housing stock,

promoting access to affordable housing (equal housing opportunity), and increasing capacity of residents to lower

housing cost burden, build long term equity, stabilize housing situations (through homebuyer training, rental

vouchers, assistance for people with disabilities, etc.);

e. Identify potential options for affordable housing bonus programs;

f. Identify possible strategies related to the provision of housing for all income levels;

g. Provide proposed policies to create opportunities to support and create affordable housing and recommendations to

remove or reduce any barriers. Establish scalable strategies to address the housing concerns identified in the City

which may include the following:

• A statistically sound approach for setting targets for housing in the City and identified burden subpopulations.

• Strategies for ensuring log-term affordability, including the desirability of establishing a Housing Trust Fund.

• Collaborative public and private sector strategies to support the development of quality, affordable housing,

including suggestions where changes in funding criteria could facilitate the development of increased housing

for all income levels.

• Tools and strategies to promote affordable housing for moderate, low, and very low-income households,

including new regulatory and finance mechanisms, grants, partnerships with organizations, dedicated revenue

sources, and opportunity in creating affordable housing on publicly-owned land property.

• Strategies that will help increase incomes and improve economic development opportunities.

h. Consider all related issues such as public participation, job/housing mix, consistency with existing planning and

land use policy, protection of ecological resources, promotion of efficient development patterns and green building.

• Proposed Timeframe for Task 4 from execution of agreement: 12 weeks

• Proposed Fee for Task 4: $10,000

47

(305) 588-4364 ♦ ralph@ralphrosado.com ♦ 2103 Coral Way, 2nd Floor, Miami, FL 33145

5. Community Engagement Plan

The Team shall provide opportunities for residents, property owners, business owners and developers to participate

in and stay informed about the project. The opportunities will include one-on-one interviews with City officials and

community stakeholders, to be determined by the City’s Planning Director and SMCRA Director; an Initial Public Visioning

Workshop; the preparation and dissemination of educational material (to be distributed in person and placed on the City’s

website, pursuant to City staff review and approval), a Final Public Visioning Workshop, a presentation at a City Planning

Board meeting, and a presentation at a City Commission meeting.

• Proposed Timeframe for Task 5 from execution of agreement: 12 weeks.

• Proposed Fee for Task 5: $6,000

The Team shall provide at least one draft report of the research, conclusions and recommendations for staff review and

comment and then revise for a public presentation. The final report will incorporate changes and recommendations made in

response to the draft report and will be presented to both the Planning Board and the City Commission.

If acceptable to you, I will accept a signed and scanned copy of this form as written authorization to proceed with the

assignment. Thank you very much for this opportunity to be of service to the City of South Miami.

Rosado & Associates

Ralph Rosado Date:

Ralph Rosado, PhD, AICP, President

Accepted By:

Date:

Evan Fancher, Director

South Miami CRA

_______________________________________ Date: _____________________

Jane Tompkins, Planning Director

City of South Miami

48

February 13, 2019

Mr. Evan Fancher Director SOMI CRA 5825 SW 68th Street St. 400 South Miami, Florida 33143

Subject: City of South Miami Housing Study

Dear Mr. Fancher: Lambert Advisory (Lambert) appreciates the opportunity to provide the City of South Miami, Florida (City)

with a proposal for services related to a City-wide Housing Study. Specifically, the City is seeking to create a

planning tool to help identify and analyze existing and projected housing needs; to develop goals, policies, land

use regulations, incentive programs, and quantifiable objectives for increased housing types, tenure and

affordability; and to address program needs for the construction, rehabilitation, preservation and financing of

affordable housing.

In this effort, Lambert Advisory (Lambert) will provide housing and economic development strategies that will

lay the ground work for addressing these goals and, importantly, identify how future housing development

trends are likely to change the housing market dynamics in South Miami over the several years, with specific

focus of low and moderate income families and households. Eventually, we will use this analysis to define the

segment and scale of housing supply and demand among these sectors in South Miami, and understand the

level of demand that has not been served by the market and therefore will require some form of assistance or

support.

The springboard for our analyses will be the base of data published in previous reports and studies, including,

Comprehensive Plan, Zoning Code, CRA documents, and other applicable economic, demographic, and

housing market reports and studies.

The overall goal of the housing needs assessment and market study will be to:

• Develop an understanding the changing dynamics in the market and how these changes have impacted

affordable housing needs and market rate housing demands in the region;

• Assess current strategies developed by and for the City of South Miami and Miami Dade County

for meeting housing needs and demands including successes and hurdles to realizing strategy

objectives;

49

2 | P a g e

• Determine estimates of future housing needs and demands among a wide range of income cohorts

based on projections of growth among those factors influencing demand, most notably

employment and population; and,

• Expand upon existing strategies and/or identify additional strategies for meeting affordable housing

shortfalls and minimizing gaps between demand and supply.

The following proposed scope of work provides insight into some of the methodology and resources we will

employ to address what South Miami has outlined as the primary tasks for the Housing Strategy and related

economic development initiatives.

A. Methodology and Approach

Phase 1: Inventory

Economic/Demographic & Related Trend Analysis

At the outset, we will develop an economic and demographic overview of the City of South Miami and the

surrounding Miami Dade County region. This will include an analysis that is directly targeted to determine how

demand for housing in the future will be driven by existing or emerging trends. To the extent possible we try

to define these trends by sub areas throughout the Study areas (TAZ’s, planning areas, etc.)

• Total employment and unemployment trends

• Employment trends by sector and average wage;

• Population trends and projections by age;

• Migration trends by location and income profile;

• Household trends and projections by household type/tenure (renter vs. owner, head of household,

size of household, children);

• Housing structure mix and characteristics (single family, multi-family, manufactured, vacant units by

type, year built, substandard etc.);

• Income trends and projections by income cohort and households including age, race and ethnicity of

householders;

• Compared existing trends in South Miami and the County with state and national trends as well as

trends among select metropolitan areas in Florida.

The demographic analysis will provide a basis for determining the extent of housing demand as well as future

demand and needs by income group. This will be used to compare to the housing market analysis to be

completed in other tasks. The primary source of data will be from US Census including the American

Community Survey, the US Bureau of Labor Statistics, US Bureau of Economic Analysis, Florida Department

of Economic Opportunity (FDEO), University of Florida Bureau of Business Research (BEBR), UF Shimberg

Center for Housing Policy, Miami Dade County Planning Department, and the City of South Miami.

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3 | P a g e

Housing Analysis (Existing Conditions)

The housing market analysis will allow us to determine those income groups being served (or not served) by

the housing market, including extremely-low, very-low, low and moderate income groups as well as special

needs groups (elderly, mentally and physically disabled). This analysis will be for the City of South Miami, and

to the extent possible, sub-areas within the City.

• Production Activity for single family, multi-family, mobile homes, etc., based on a trend analysis of:

➢ Building permit trends

➢ Certificates of Occupancy

➢ Planned projects and projects in the pipeline

➢ Land use code and build-out projections

• Supply Analysis

➢ Available inventory of “for-sale” homes (single family, multi family, mobile homes by price

distribution including market-rate, workforce/affordable and low income

➢ Breadth and depth of sub-prime lending and foreclosures in the market.

➢ Available inventory of rental housing by type (market-rate, low income, tax-credit, etc.)

covering vacancy/occupancy levels, rent levels, floor plans (bedroom and size)

• Demand Analysis

➢ Trends analysis of new and existing home sales by price band,

➢ inventory of “for-sale” homes (single family, multi family, mobile homes by price distribution

including market-rate, workforce/affordable and low income

➢ Breadth and depth of sub-prime lending and foreclosures in the market.

➢ Available inventory of rental housing by type (market-rate, low income, tax-credit, etc.)

covering vacancy/occupancy levels, rent levels, floor plans (bedroom and size)

➢ Housing conditions among both market rate and affordable, as well as identify substandard,

vacant homes by type (i.e. for-sale, second homes, substandard, etc) and identify constancies

or inconsistencies that may impact future housing

• Field work research to collect data from select new for-sale developments as well as existing re-sales in

the market including: price points, unit size and type, and scale and sales pace of development.

• Field work research to will collect information for a wide variety of rental properties, including large

and small developments, low-income, subsidized and tax credit to determine: unit mix and size,

occupancy rates, rental rates by unit type, required deposits, renter profiles, year built, and quality of

product.

• Lambert will assist the City and/or its independent planning representatives with community

engagement to the extent that we will participate in up to four (4) scheduled charrettes, public meetings,

51

4 | P a g e

focus groups, Planning Board and/or Commission meetings. Importantly, the City and/or its

representatives will be responsible for organizing, advertising and hosting public meetings.

Based upon the information collected in both the demographic and market analysis we will be able to define

the extent of the current “gap” in the housing market that is not being served. Based upon trends and

projections we will also gain a perspective on how this gap will evolve over the next decade.

Our primary sources of data for this section of the study will include but not be limited to: the US Census

including the American Community Survey, city and county government departments, including planning,

building, code enforcement, community and economic development as well as the Miami Dade County

Property Appraiser for information on sales and values. Other sources would include, local builder’s

associations/organizations, chambers of commerce, and the local board of realtors.

Phase II: Assessment

We will provide the City with its assessment of the inventory/existing conditions analysis in an effective

manner, including documentation and presentation that clearly identifies the research and findings. As part of

this process, we will:

• Meet with representatives of the City to discuss the inventory analysis, and correlate the finding with

the City’s current planning initiatives.

• Deliver a comprehensive overview of housing conditions among both market rate and affordable, as

well as identify substandard, vacant homes by type (i.e. for-sale, second homes, substandard, etc) and

identify constancies or inconsistencies that may impact future housing.

• Provide an assessment of the extent to which the regulatory and market conditions serves people at

different income levels and special needs group. As part of this process we will:

➢ Review Land Development Codes to assess any impact on housing cost and development of

affordable housing for all income levels and recommend code changes to address any barriers,

➢ Identify HUD benchmarks for median income, extremely-low, very low and low income buy

size of household/family in the study areas, as it relates to including “affordable” for-sale

housing and fair market rents,

➢ Survey housing providers including private sector builders, realtors and public sector housing

organizations to obtain input on significant existing or projected gaps in capacity,

➢ Identify gaps between supply and demand of housing for low-income and special needs groups

by type, tenure, price/rent levels and location of significant gaps

➢ Prepare map overlays showing concentrations of low-income and special needs groups in the

study areas as well the locations of gaps in supply and demand of housing for these groups,

and,

➢ Locate strategic sites that may be integral to either short-term or long-term housing planning,

including an overview of publicly and/or privately held land suitable for mixed-income multi-

family housing.

52

5 | P a g e

This task may help to define the scale of the backlog of investment that may be required to bring existing

market-rate and/or affordable housing to specific areas of the market.

Phase III: Strategy

Based upon the tasks outlined above, we will prepare a Housing Strategy with the objective of determining

near-term (5 to 10 year) and longer-term (10 to 20 year) needs. Importantly, the housing strategy will provide

the City of South Miami with the tools necessary to identify barriers and develop a set of directed strategies for

broadening affordable housing options in the City and specific study areas. Some of these strategies may be

based upon the nature of current housing funding and production programs and the market. Some of the key

components to the final phase of the housing strategy will be to:

• Ensure that the consulting team has adequately conducted and maintained public outreach, and that

the stakeholders input has been integrated into the strategic plan;

• Identifying opportunities and programs aimed at supporting market rate and affordable housing,

including opportunities for encouraging mixed income and market rate developments;

• Creating strategies for integrating subsidized housing within vibrant commercial corridors and

supporting applicable retail to housing ratios;

• Provide proposed policies to create opportunities to support and create affordable housing and

recommendations to remove or reduce any barriers.

• Identify new financing and funding strategies given the flexibility of existing and proposed funding

programs and sources, including public/private partnerships, Housing Trust Funds, bonus programs,

among others;

• Define housing programs and efforts which addresses the “gap” in funding which is faced by families

across the income spectrum; and,

• Provide a strategy for lowering the hurdles associated with combining funding sources to best meet

the unique housing needs in the region.

Importantly, the housing strategy aims to comply with Miami Dade County’s affordable housing requirements.

Furthermore, the housing strategy will involve considerable public outreach and consistent interaction with the

City and its staff.

Timing & Fees

We are prepared to commence our work immediately upon execution of Agreement. We will plan to complete

all three phases identified above within 120 days of commencement of work, and present our initial findings

53

6 | P a g e

at an in-person meeting that will be supported by a presentation; however, there may be a need for

variability based upon the timing of public outreach/meetings. Following this meeting, we will prepare a

Technical Memorandum supporting our research, analysis and findings to be completed within 2 to 3 weeks

thereafter. In sum, the total timeline for the completion of our work will be within 130 days from the study’s

commencement.

Professional fees associated with the services outlined herein will total $48,000. We will invoice in four equal

installments upon completion of each 30 day period following project commencement, with final invoice upon

delivery of the Draft Technical Memorandum.

If, at some point during the course of the work, a decision is made to discontinue, our fee will be based upon

the actual professional time expended to date.

Terms of Agreement

Our studies, reports and analysis are subject to the following restrictions and conditions:

• Lambert Advisory has no obligation to update our findings and conclusions for changes in market

conditions which occur subsequent to our work. Any such changes in market conditions may affect

the validity of our estimates.

• Documents we prepare are based upon assumptions and estimates which are subject to

uncertainly and variation. These estimates are often based on data obtained in interviews with third

parties, and such data are not always completely reliable. In addition, we make assumptions as to

the future behavior of consumers and the general economy which are highly uncertain. Therefore,

while our estimates will be conscientiously prepared on the basis of our experience and the data

available to us, we make no warranty of any kind that the occupancy, rates, revenues, or expenses

projected will, in fact, be achieved.

• The scope of services does not include the engagement of Lambert as an expert witness in any

litigation.

Acceptance

We hope this letter correctly addresses your needs. If you have any question about the scope of our work or

business arrangements, please feel free to call me at (305) 503-4096. We thank you for the opportunity to

present this proposal and look forward to working with you on this engagement. If this proposal is acceptable

as stated, please sign below and return a copy to us.

Regards,

Eric Liff, Principal

THE FOREGOING PROPOSAL AND ITS TERMS AND CONDTIONS IS ACCEPTED IN ITS

ENTIRETY BY: 54

7 | P a g e

Name:

Company: City of South Miami

Title:

Date:

55

RESOLUTION NO. CRA 37-01-86

A RESOLUTION OF THE CHAIRPERSON AND MEMBERS OF THE SOUTH MIAMI COMMUNITY REDEVELOPMENT AGENCY (SMCRA) ADOPTING THE "SOUTH MIAMI COMMUNITY REDEVELOPMENT AREA MULTI­FAMILY HOUSING STUDY" IN CONCEPT.

WHEREAS, the South Miami Community Redevelopment Agency desired to create a master plan in order to best serve its duty to provide high-quality multi-family housing; and

WHEREAS, the Corradino Group worked with citizens, developers and City, County and SMCRA staff to create such a plan.

NOW, THEREFORE, BE IT RESOLVED BY THE CHAIRPERSON AND MEMBERS OF THE SOUTH MIAMI COMMUNITY REDEVELOPMENT AGENCY:

Section 1. That the "South Miami Community Redevelopment Area Multi-Family Housing Study" is hereby adopted in concept.

Section 2 . This resolution shall take effect immediately upon approval.

. PASSED AND ADOPTED this 3RD day of December, 2001.

APPROVED:

~~~, C~

READ AND APPROVED AS TO FORM:

GENERAL CO SEL

BOARD VOTE: CHAIR ROBAINA: VICE CHAIR FELID: MEMBER BETHEL: MEMBER BffiTS-COOPER: MEMBER RUSSELL: MEMBER WISCOMBE:

6-0 YEA YEA YEA YEA YEA YEA

56

To:

2001

INTER-OFFICE MEMORANDUM

Honorable Chair and SMCRABoard

.'

Date: November 29,2001

. ,(. From: Gregory J. Oravec

SMCRA Director •

- I ." . i· "I".- Subject: Meeting 12/03/01- 10

Multi-Family Housing Study \(t . ' ..... -

A RESOLUTION OF THE CHAIRPERSON AND MEMBERS OF THE SOUTH MIAMI COMMUNITY REDEVELOPMENT AGENCY (SMCRA) ADOPTING THE "SOUTH MIAMI COMMUNITY REDEVELOPMENT AREA MUL TI­FAMILY HOUSING STUDY" IN CONCEPT.

BACKGROUND & ANALYSIS

One of th~ SMCRA.· s most important commitments is to the provision of high qunlit~; affordable mu;ti ·[an-lily hr)Using. This commitment is evidenced by the SMCRA. Plan; wrich calls for rehabilitation and construction of new multifamily units, and the Interlocal Agreement, which mandates the creation of new multifamily housing units. Unfortunately, current land use categories and zoning classifications severely restrict the Agency's ability to maintain this commitment.

As a result, the Agency hired the Corradino Group to:

•.. assist it in fully achieving its housing goals .•. lby) conduct[ingJ a housing study which evaluates existing land use and zoning regulations, existing conditions and the needs of the community in order to recommend appropriate amendments to existing regulations and to visually represent those recommendations.

Since June, the Corradino Group has been working with citizens, developers and City, County and SMCRA staff to fulfill this objective. The attached draft plan shows that the stakeholders, working together as a team, have succeeded in meeting and exceeding the objective. The plan exhibits attractive, "do-able" designs, supported by realistic pro-formas, which would transform blight to a beautiful sight.

The Study is still in draft form, and your comments would be greatly appreciated. The attached resolution only serves to adopt the Study "in concept," allowing staff to use it as the basis to propose code changes and pursue funding sources.

RECOMMENDATION

Your approval is recommended.

57

South Miami Community Redevelopment Area Multifamily Housing Study November 2001

I

Prepared for The City of South Miami and South Miami Community Redevelopment Agency

Prepared by The Corradino Group

In Association with Christopher J. Brown Yoel Camayd

l

Draft for Review

58

Introduction The South Miami Community Redevelopment Agency (SMCRA) was created to enhance the quality of life in the 189 acre redevelopment area. As part of this mission, the SMCRA has committed to improving and upgrading the existing housing and increasing the opportunities for affordable multi-family housing units, and therefore enhancing the overall quality of life in South Miami. This report provides an analysis of infill housing and retail opportunities within the redevelopment area and recommends strategies to revitalize the district. Created in part with the staff and the City's consultant, the Corradino Group, this report is organized into five sections that follow the process of the project:

The Existing Conditions section explains the initial analysis that occurred at the beginning of the project. Once these ideas were established, the consultant was able to ask for public input, which is summarized in the Workshop Summary section. Workshop participants used examples of housing types to create a vision for their neighborhood, which is summarized under Housing Types: precedents and prototypes. The culmination of these efforts is found in the Recommendations section. The Final Summary section summarizes the new housing distribution, recommends zoning changes, and provides a list of definitions used in the financial analysis.

Existing Conditions The SMCRA staff worked with the consulting firm, The Corradino Group, to prepare this study. Initially, the SMCRA staff and consultants conducted site visits to prepare a preliminary list of potential redevelopment sites. These sites were either vacant, blighted or represented an inefficient use of land. They signified an opportunity to improve existing uses, increase affordable and high quality multi-family housing, and enhance the quality of life in the neighborhood.

A preliminary existing conditions analysis map using the City's geographic information system data, further helped in selecting potential sites. It illustrated the predominance of churches along 59th Place (or Church Street) as well as the location of existing multi-family housing. It also showed the neighborhood's close proximity to the Metrorail and the two neighborhood parks. Finally, the diagram illustrated activity nodes and important streets. From this, the staff and consultants were able to select eleven sites to present at a public workshop.

existing conditions issues

SMCRA EXISTING BOUNDARY

MULTI·FAMILY HOUSING

METRORAIL

PARKS

TI CHURCHES

ACTIVITY NODES AND CONNECTIONS

INDUSTRIAL ZONE

59

Workshop On August 23,2001, a separate meeting was held for residents of the public housing complex to introduce several ideas for improving the appearance and function of their homes. On August 25,2001, the public was invited to comment on a list of eleven sites for intill housing and retail opportunities. The following images are ideas from the second workshop as well as the eleven sites.

Group Drawing of Church Street Area

Group Drawing of Public Housing

Group Drawing of Parcels 7, 10, & 11

Group Drawing of Parcel 10

7 ----- 8

9 10 ---------

60

Historical Precedents Workshop participants selected housing forms based on a series of housing examples presented during the first half of the workshop. The more preferred forms were used to develop detailed site plan recommendations and are referred to as housing precedents and prototypes.

rownouse

charleston house

bungalow

duplex

apartment

townhouse

61

Sample Housing Prototypes The prototypes are based on these precedents and have been drawn according to the parameters of South Miami's zoning code. There are six prototypes or templates, that correspond to the recommended site plans following this section.

rowhouse

I i--~·~-._';·

bungalow -. --

fr=:;JiI) . =:il ~~. -j ~~ : !

duplex

, :11==.=91, _______ J

mixed-use

charleston house

townhouse '-I ., .. ".~"".==-- = . .,"-

. ,-.: .. -

. ---- -....... -~--- ...

~. ,.

, , , "

1=> ~: ~ I

~ .. ' -.- ··1 ' -= . - "

~-==-~ >.

'\"' .... ; ...... -:.:. " ..

62

Recommendations During the workshop, participants ranked sites in order of priority.

1. South Miami Gardens 2. Hardee Courts 3. Madison Square West 4. Madison Square East 5. Terrace Crossing 6. Central Place 7. Hardee Gateway

The following section describes each of these sites and illustrates the vision for an improved neighbor,hood. In this vision, Church Street functions as a prominent avenue with retail & multi­story buildings to rejuvenate the street Recommendations maximize available land to increase the total number of new housing units. Solutions value the pedestrian and efficient design and include a mix of uses. Additionally, housing recommendations have been financially structured to be affordable. The cost of land, size of units, and construction costs are all structured to enable the vision's success. Implementation is the goal.

aerial of existin

CD Hardee Courts

(]) Hardee Gateway

(!) Madison Square East

CD Madison Square West ----

® Terrace Crossing

CD South Miami Gardens ---

® Central Place

63

~ ~

~j .~

~1 -.," :.,

":;:! :.J ~!

N

• --• • - • ----- '~'J 0"," -"\~1 -- - .. :IIi'

I .1 1:l~ 7~~ -- -• • • • ~~ ~~ •• I II ~.\o !.~ l SW63RD ST. • rtr ~~~F ~ ~ - • • ',a • I .... II • I .~. '".\i:l

~ ~: ~.d ~ • ... ~

• I ;~r .~ :'~

g;~ .;.ro:-'l

I • .. :':""'i-"I :,0";' ..;'!!,;'j ~.c :y:; !"J ':;.~'3 ". :~

-... I .. • • I .. • -... ,. • .. • • • I • II!II • • • • r • I .. ..

• • • • ... • .. II· (J) ... ..

(J) • I • , (J) • ,(J) '111 ~ I (J) - ~ (J)

~ ~ .~ ~ ~ II

II -

a> -- .. • • • '" • .. 0

II '" C1l

'" ex> (J) -I • (C .. (C ex> -I -I • -I :r: -I :r: • -I • .. :r: ('") ~ - • :r: • :r:

~ -I • - .('") ~ • -0 • • • !l1 • • ('") -I .m • ,- !l1 E_ - • • ... I • ;;0

I -• ~ -('") II • • • • • :r:

II ,. ....... • . ell , ", I, . . _ ~. 1i.1i ",_

Park

• 1-

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64

1. South Miami Gardens The public housing site is the most important redevelopment site in the South Miami Community Redevelopment Area .South Miami Gardens is under the authority of the County, though the City's input and support is considered an important asset by the County. The City feels it is important to include South Miami Gardens in the redevelopment initiative because it is a core piece of the SMCRA. It is the geographical center of the neighborhood, but its size alone makes it a key component of the redevelopment effort. Its redevelopment has the potential to ripple through the entire SMCRA.

existi ng vi ews

7 _______ _

existing views

---------- ._------------------

65

The SMCRA staff and consultants met with County housing staff on several occasions to discuss options for the site's redevelopment. Of critical importance was obtaining community and residential support for any recommended changes. All residents should have the opportunity to return to the improved South Miami Gardens. In addition, by local law, all residents must be given a place to live.

rehabilitation scenario financial analy~is

There are three scenarios for South Miami Gardens: new construction at 18 or 24 units per acre or complete rehabilitation with no demolition. The new construction scenarios would use similar configurations, but differ in unit size. Units would include two to four bedroom apartments all with two baths averaging 900 to 1300 square feet, and three bedroom townhouse with two to two and a half baths at 1250 to 1400 square feet. The less dense version would feature large units and the more dense version would use smaller units. The rehabilitation scenarios would involve redesigning the parking lots and improving the building facades, as well as extensive interior renovation induding alc and appliances, rlumbing, anr cosmetic improvements.

rehabilitation scenario plan view

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66

recommended option New construction at 24 units per acre would create the greatest number of new units and would enable· a 30% low income and 70% marKet tenant mix. This is the ideal ratio for balancing mixed income housing because it dilutes concentrations of low~ncome households for a more diverse community. This option would also allow for owners and renters to further diversify the population.

The layout of the scenario is equally as compelling. It reconfigure~ buildings to face the street and breaks the super block into smaller blocks to seamlessly blend into the adjacent neighborhood blocks. In this scenario South Miami Gardens becomes indistinguishable from other homes.

perspectives

-...

recommended scenario financial analysis

plan view

67

sw 68th street -- - ._--

sw 67th street

less dense scenario financial analysis Lower Density Alternative /18 units per acre: Land Use Information

Site Area: 300,000 sq. ft. Lot Description: na 2000 Assessed Value: $3,831,195 Estimated Acquisition: na Estimated Market Value: $1,050,000 Value per Lot: na Value per sq. ft.: $3.50 Total Dwelling Units: 126 Total Retail Units: 4 FAR: .49

Housing Information

Housing Typology: Apts.fTwnhs. Average Sales Value: $99,488

Land Cost Ratio: 8.4% Unit Land Cost: $8,333 Average Unit Size: 1,137 Avg. Sales Value PSF: $87.54 Construction PSF: $55.00 Garage: surface

Project Density: 18.0 units per acre No. Stories: Two and Three yes Parking Ratio Res.: 1.75 spaces per unit Alley:

Parking Ratio Comm.: 1 space per 250 sf; 14 spaces

Unit No. Condo/Apts. A B C Subtotal

Townhouses 0 E F Subtotal

Total

Retail

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No. Units

38 48 10 96

10 16 4 30

126

4

Residential Program

Size (sf)

950 1,100 1,300 1,061

1,250 1,400 1,600 • ~7r-I ...... ..;

1,136

Bed/Bath

212 3/2 4/2

3/2 3/2 1/2 3/21'2

Commercial Program

900

Price

$87,100 $97,910 $108,900 $94,776

$105,100 $116,500 $130,500 $115,567

$ 99,488

$81,000

PPSF

$91.68 $89.01 $83.77 $89.29

$84.08 83.21 $81.56 $83.22

$87.54

$90.00

68

2. Hardee Courts SW 64th Street between SW 59th Place and SW 59th Avenue

Hardee Court is second priority for redevelopment after South Miami Gardens. Hardee Courts has the opportunity to be a jewel at the intEtrsection of SW 641h Street and 591~ Place. The concept was to build an attractive multi-family housing complex that enhanced the quality of life for residents living within the complex and was attractive to residents outside of the complex.

The solution was twelve, two-story, courtyard rowhouses each with two parking spaces and small rear yards. The units range from two to three bedrooms each with two baths and vary in size from 950 to 1350 square feet. Units front the street with parking in the rear to match the higher density commercial and multi-family townhouses across the street.

aerial view

plan view ... ~: -~". -=- "----- ---~

perspective view

financial analysis Land Use Information

Site Area: 32,392 sq. ft Lot Description: 5 @ 60' x 105' 2000 Assessed Value: $197,754 Estimated Acquisition: $300,000 Estimated Market Value: $75,000 Value per Lot: $15,000 Value per sq. ft.: $2.32 FAR: .46 Total Dwelling Units: 12 Total Retail Units: 0 Project Density: 16.2 units per acre Parking Ratio: 2 spaces per unit

Housing Information

Housing Typology: Townhouse Avg. Market Sales Value: $104,500

Land Cost Ratio: 6.0% Market Unit Land Cost: $6,250 Average Unit Size: 1,250 sq. ft. Average Sales Value PSF: $83.60

Construction PSF: No. Stories: Garage: Alley:

$50.00 one and two no no

Residential Program

Unit No. No. Units Size (sf) Bed/Bath Price PPSF

A 2 950 2/2 $83,000 $87.37 B 2 1,150 3/2 $96,000 $83.48 C 8 11350 3/2 $112 :..QO_Q._ $82.96

Total 12 1,250 $il5.;"; ; ~83.60

69

Madison Square West was ranked third for redevelopment. This site has the potential to invigorate the neighborhood in conjunction with all the other planned improvements on Church Street.

The strategy for Madison Square West includes twelve townhouses and eight apartments each with parking spaces. In addition, the site will have four units of retail fronting Church Street. The townhouse are all three bedrooms two and half baths ranging in size from 1250 to 1350 square feet. The apartments are all three bedroom two baths at 1100 square feet. This configuration will establish Church Street as a mid to high density street with affordable, attractive housing and supporting retail.

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perspective view

financial analysis Land Use Information

Site Area: 60,000 sq. ft Lot Description: 10 @ 50' x 120' 2000 Assessed Value: $344,455 Estimated Acquisition: $500,000 Estimated Market Value: $200,000 Value per Lot: $20,000 Value per sq. ft.: $3.33 Total Dwelling Units: 20 Total Retail Units: 6 FAR: .47 Project Density: 14.6 units per acre

Housing Information

Housing Typology: Apts.fTownhouses Average Res. Sales Value: $109,837

Land Cost Ratio: 7.0% Market Unit Land Cost: $7,692 Average Unit Size: 1,220 Average Sales Value PSF: $90.03 Construction PSF: $55.00 No. Stories: Two to Three

Parking: Parking Ratio Res.: 1.5 spaces per unit Alley:

surface yes

Parking Ratio Comm.: 16 spaces

Residential Program

Unit No . No. Units Size (sf) Bed/Bath Price PPSF

Townhouses A 6 1,250 3/2 1/2 $112,110 $89.69 B 6 1,350 3/2 1/2 $118,110 $87.49

Apartments C 8 1.100 ')1'"1

.... I_~ ~101,925 $92.66

Total 20 1,220 $109,837 $90.03

Commercial Program

Retail 6 600 ~ $54,000 $90.00

70

Madison Square East is the fourth priority for redevelopment. Strategies for improving this site are similar to those for Madison Square West including retail fronting Church Street and townhouses. Because of Madison Square East's smaller size, it will accommodate fewer housing units, but will function as part of the larger development across the street.

Recommendations include five 900 square foot apartments and seven 1200 square foot apartments each with two parking spaces. There is also space for three units of retail with sufficient parking. The buildings will be between two and three stories high to match the developments across the street and create texture and diversity in the building facades.

perspective view

financial analysis

Land Use Information

Site Area: 22,000 sq. ft Lot Description: 4 @ 50' x 110' 2000 Assessed Value: $107,549 Estimated Acquisition: $200,000 Estimated Market Value: $80,000 Value per Lot: $20,000 Value per sq. ft.: $3.63 Total Dwelling Units: 12 Total Retail Units: 3 FAR: .67

Housing Information

Housing Typology: Apartments Average Sales Value: $97,958

Land Cost Ratio: 5.4% Unit Land Cost: $5,333 Average Unit Size: 1,075 Avg. Sales Value PSF: $73.26 Construction PSF: $50.00 Parking: surface

Project Density: 23.5 units per acre No. Stories: two and three no Parking Ratio: 1.75 spaces per unit Alley:

Parking Ratio Comm.: 1 space per 200 sf; 9 space

Residential Program

Unit No. No. Units Size (sf) Bed/Bath Price PPSF

Apartments A 5 900 2/2 S84,040 Sg::~~ B 7 1,200 3/2 $107,900 $89.92

Total 12 1,075 $97,958 $91.12

Commercial Program

Retail 3 600 ~ $54,000 $90,00

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§ 66tI~erfw~~pt,~ t~s~e~ ~nn~8th Place Terrace Crossing was ranked fifth in order of importance for redevelopment. It is a small site with a tremendous amount of potential because of its f" "I I" location on Church Street between the I nan C I a a nay SIS Madison Square East site and South Miami Gardens. land Use Information

There is a general consensus that the former pool hall located on this property, should be completely removed. This would create a new space adjacent to the church which could best be used as a public park or plaza. The remaining land includes one existing home, which should remain, and two vacant lots. Greater Miami Neighbrhoods, will build two single family homes on these sites.

aerial view

StteArea: Lots9,10,11: 2000 Assessed Value: Estimated Acquisition: Estimated Market Value: Value per Lot: Value per sq. ft.: Total Dwelling Units: Total Retail Units: FAR: Project Density: Parking Ratio: Parking Ratio Comm.:

32,300 sq. ft or .74 acres 3@SO'x 120'; 2@SO'x 143' $249,779 $400,000 $125,000 $25,000 $3.86 2 o units per acre 2.0 spaces per unit na

Residential Program

Housing Information

Housing Typology: Townhouses Average Sales Value: $

Land Cost Ratio: % UnIT Land Cost: $ Average Unit Size: Avg. Sales Value PSF: $ Construction PSF: $ Parking: surface

No. Stories: one Alley:

Unit No. No. Units Size (sf) BedlBath Price PPSF

Single Family 2 $ $

perspective view - - - ---------------

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72

6. Central Place SW 64th Street between SW 59th Place and SW 59th Avenue Central Place is the sixth priority for redevelopment. The site's size and close proximity to the Metrorail create a great opportunity for redevelopment. Though the block may be developed in phases, its ultimate potential is quite promising.

This plan proposes to develop half the site for multi-family housing and the other half for retail including a mini-grocery store of 13,000 square feet. It recommends leaving the -cookie factory and nursery school intact and dedicating the remaining land to housing. The residential component will include twenty­four townhouses and one duplex all of which are approximately 1350 and 1800 square feet. It will represent a unique opportunity to live in an urban environment in close proximity to public transit. Ultimately, this block will function as a transition piece between the residential developments to the north and the industrial zone to the south.

aerial view

, j

financial analysis Residential Land Use Information

Site Area Res: 72,650 sq. ft or 1.67 acres Lot Description Res.: 10 @ 25' x 146';10 @25' x 144' 2000 Assessed Value Res: $736,734 Estimated Acq. Res: $1,250,000 Estimated Market Value: $750,000 Value per Res. Lot: $37,500 Value per sq. ft. Res.: $10.32 Total Dwelling Units: 26 FAR: .58 Project Density: 15.6 units per acre Parking Ratio Res.: 1.5 per unit; 38 spaces

Commercial Land Use Information

Site Area Comm.: 54,075 sq. ft. or 1.24 acres Lot Description Comm.: 8 @ 25'x120'; 3 @ 25'xl13'

2000 Assd. Value Comm.: $1,022,181 Est. Acq. Comm.: $1,500,000 Est. Market Value Comm.: $400,000 Value Per Sq. Ft. Comm: $7.39

Housing Information

Housing Typology: Multi-Story Apts. Average Sales Value: $173,400 Land Cost Ratio Res.:16.66% Unit Land Cost Res.: $28,846 Average Unit Size: 1,645 Avg. Sales Value PSF: $105.41 Construction PSF: $60.00 Parking: surface

No. Stories: Alley:

One and Two yes

Commercial Information

Commercial Typology: Mixed Use Retail Sq. Ft.: 16,000 sq. ft., 6 @ 25'x144' Parking: surface No. Stories: one and two Alley: yes

Parking Ratio Comm.: 1 space per 250 sq. ft.; 64 spaces FAR: .30

Residential Program

Unit No. No. Units Size (sf) Bed/Bath Price PPSF

Townhouses A 4 1,450 3/2 $156,500 $107.93 B 10 1,600 3/2 1/2 $168,500 $105.31 C 10 1,800 3/2 1/2+den $186,800 $103.78 Subtotal 24 1,658 $176,000 $104.90

Duplex D 2 11350 3/2 $150 1000 $111.11

Grand Total 26 1,634 $173,400 $105.41

Commercial Program

Type Size (sf) Grocery 13,000 Office 3pOO

Tota! 16,000

73

7. Hardee Gateway sw 62nd Avenue and SW 64th Street

Hardee Gateway was ranked seventh and is the final site being recommended for redevelopment. It is an easy project because the land is relatively small and manageable and, the property is mostly vacant and would create little displacement. This site is important because it is highly visible and could serve an attractive neighborhood gateway.

financial analysis

The strategy for redevelopment is limited to retail and includes six attached two­story townhouses with two parking spaces. The second story helps create a more dramatic entrance, while respecting low-density character of the neighboring properties.

Land Use Information

Site Area: 12,000 sq. ft or .275 acres Lot Description: 3 @ 50' x 80' 2000 Assessed Value: $5',744 Estimated Acquisition: $120,000 Estimated Market Value: $72,000 Value per Lot: $24,000 Value~er sq. ft.: $6.00 Total Dwelling Units: 6 Total Retail Units: 0 FAR: .70 Project Density: 21.81 units per acre Parking Ratio Res.: 2.0 spaces per unit Parking Ratio Comm.: na

Housing Information

Housing Typology: Townhouse Average Sales Value: $125,000

Land Cost Ratio: 9.6% Unit Land Cost: $12,000 Average Unit Size: 1,400 Avg. Sales Value PSF: $89.29 Construction PSF: $55.00 Parking: surface

No. Stories: Two Alley: no

Residential Program

Unit No. No. Units Size (sf)

A 6 1400

plan view

perspective view

Bed/Bath

3/" It.

Price

;f125,oa

PPSF

$89.29

74

Site Plan Summaries

terrace crossing

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central place sw 68th street

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. usmg summary

Site Name Existing Number of New Units Net Units

South Miami Gardens 58 168 110

Hardee Court 16 12 -4

Madison Square West 14 20 6

Madison Square East 2 12 10

Terrace Crossing 12 2 -10

Central Place 0 26 26

Hardee Gateway 2 6 4

Total 104 246 142

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lend zoning classification to accommodate changes in density.

Ite Name Floor Area Ratio Density per Acre Number of Stories Ipe

outh Miami Gardens 0.49 18 two and three

outh Miami Gardens 0.60 24 two and three

lardee Court 0.46 12 one and two

4adison Square West 0.47 14.6 two and three

Aadison Square East 0.67 23.5 two and three

'errace Crossing one

~entral Place 0.58 15.6 one and two

-iardee Gateway 0.70 21.81 two

Building

apartment, townhouse

apartment, townhouse

townhouse

apartment, townhouse

apartment

single family

multi-story apartment

townhouse

definitions 1. Site Area is the land area of each major site described in either square footage or acreage. 2. Lot Description is the description of each major site in terms of the number of lots and the approximate dimensions. 3. 2000 Assessment is the assessed value of the major site of all parcels within the site provided by the Dade County Appraisers office. 4. Estimated Acquisition is the consultant's estimate of the cost of the acquisition of the major site. Each major site contains several parcels. 5. Estimated Market Value is the value of the major site once all of the buildings have been relocated or demolished and the site is vacant land. It is the consultant's estimate of vacant land value. 6. Value per Lot is the ratio of the Estimated Market Value over the number of lot parcels on the site. 7. Value Per Square Foot is the calculation of the Estimated Market Value of the land divided by the area of the site. The value is stated in dollars per square foot. 8. Total Dwelling Units are the projected number of residential units to be developed for the site. 9. Total Retail Units are the projected number of retail bays to be developed for the site. The retail will be loc?ted on the ground floor. 10. Project Density is the calculation of the total .-:'Jmoer Of residential units divided by the land area, stated in units per acre. 11. Floor Area Ratio is the calculation of the total square footage of the project divided by the land area stated in square footage. 12. Housing Typology is the term used to denote the building type, for example, a townhouse or an apartment. 13. Average Market Sales Value is the average sales price for the residential units projected to be developed on the site. 14. Land Cost Ratio is the calculation of the Value Per Lot divided by the Market Unit Land Cost. The purpose of this ration is to determine the amount of funds allocated to land in the total value of the residential unit. 15. Market Unit Land Cost is the calculation of the Estimated Market Value of the land divided by the number of residential units. 16. Average Unit Size is the calculation of dividing the total square footage of the residential units by the total number of units. 17. Average Sales Value Per Square Foot is the calculation of dividing the Average Market Sales Value by the Average Unit Size. 18. Construction Costs Per Square Foot is the hard construction costs of the projected project on a per square foot basis. 19. Number of Stories is 12' 6" for the first floor and 10" each additional floor to the ceiling beam. This does not include the height of the roof.

20. Garage indicates if parking is accommodated within a building. If not, then the parking will be accommodated on a surface lot. 21. Alley indicates a rear access street is provided.

76

Nonconforming Residential Lots in

Redevelopment Area In efforts to revitalize the community the South Miami Community Redevelop­ment Agency (SMCRA) encourages developing new housing units and enhancing existing residential areas that provide a variety of housing op­portunities for all income levels. Part of this process includes comparing the existing non-conforming lots in the redevelopment area with current zoning regulation.

Sixty-one of the residential lots in the redevelopment area do not conform to the present RS-4 zoning regulations. To solve this problem new zoning standards will need to be enacted. These new standards, RS-5 (proper­ties with a lot size qual to 6,000 square feet or more, and width of 50 feet or more) and RS-6 (properties with a lot size qual to 4,000 square feet or more, and width of 50 feet or more), will enable the community to in­crease the number of units per acre, thus lowering land costs per unit.

~S-t, l.:its a~E designed to permit the development and con~e"iation of sin~!e· family detached dwellings in suitable environments in a variety of densities to meet the varying requirements of families. Properties that are compliant with the RS-4 have a lot size equal to six thousand square feet (or more) and a frontage of sixty feet. A number of RS-410ts were identified where the size of the unit did not meet the minimum code requirements specified for the lot size. Therefore, by allowing structures to be built on smaller lots, the RS-5 and RS-6 will enable the community to increase the density of housing units by four per acre, giving a total of 8 units per acre. This will better reflect existing housing developments and the neighborhood character. The fol­lowing two pages describe the type of single family home that could be built on the proposed RS-5 and RS-6 lots.

According to the Florida Statue (chapter 163.335) the existence of non­conforming lots affects the health, safety, and welfare of the residents as well as impedes the area's growth, economic, and social development. In order for the SMCRA to facilitate the construction of new-detached single­family housing units these new land development codes would have to be incorporated into the present standards.

77

RS-5 Residential Single Family District The RS-5, Residential Single Family District is pri­marily intended to accom­modate high-density single­family detached dwellings on lots that are 50' X 100'. RS-5 zoning would reduce the percentage of non-con­forming lots by 11 %.

RS-5 would allow for a one­story, two-bedroom/two bath room single fam ily home, equaling 1,275 square feet or a two-story four-bedroom/two bath­room home both with a driveway and garage.

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RS-6 Residential Single Family District The Residential Single Family (RS-6) zoning clas­sification is intended for single-family residences on lots that are 50' 80",

RS-6 would allow homes with 892 square feet of us­able living space, equal to a one-story two-bedroom/ one bathroom single family home, A maximum of 1 ,784 square feet would be avail­able for living space or a two-story home with on­street parking,

The 25' setback require­ment would allow front porch encroachment up to 9',

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79

Prepared by THE CORRADINO GROUP

December 2001 80

City of South MiamiHousing StudyScope of Work

The City of South Miami, Florida desires to create a planning tool to help identify and analyze existing and projected housing needs; to develop goals, policies, land use regulations, incentive programs, andquantifiable objectives for increased housing types, tenure and affordability; and to address program needs for the construction, rehabilitation, preservation and financing of affordable housing.

The successful proposer will provide the following:

1. Community and Housing Profile1

a. Demographic characteristics: race and ethnicity, income, age, employment, population trends;b. Household characteristics: the number of existing households and housing units (by tenure);c. Housing market analysis: housing costs, rents, vacancy rates, and sales prices.

2. Housing Needs Assessmenta. Conduct a housing demand and affordability assessment and analysis throughout the City.

Review and evaluate housing affordability in terms of household needs and demands, and income range, prepare affordability gap analysis for rental and owner-occupied housing. Determine household levels of affordability and cost of producing additional housing.

b. Projected needs: identify number of new units needed, by tenure, housing type, and cost to meet current needs and accommodate expected population growth and job generation, determine number of homes to be created through new construction, rehabilitation and preservation.

c. Calculate gaps citywide by identifying the net gain and decline of housing with an emphasis on household income, based on U.S. Housing and Urban Development guidelines. Estimate the demand from new and existing households over 20 years in five-year increments. Forecast the cost associated with the gap between the City’s current housing stock and projected needed housing stock over 20 years in five-year increments.

3. Land Use and Policy Reviewa. Identification of regulatory barriers (i.e., local housing policies, land development controls, and

approval processes) that hinder the development of housing in the City.

4. Goals, Policies, and Quantifiable Objectivesa. Analyze the Land Development Code to ascertain its impact on housing cost and development of

affordable housing for all income levels and recommend code changes to address any barriers.b. Analyze the impact of market forces such as cost and availability of developable land.c. Estimate the number/percentage increase of units, by various income level (percent of Area

Median Income), to be constructed, rehabilitated or conserved in the next twenty (20) years;

1 In 2017-18 the City prepared an update to its Comprehensive Plan. This effort included an extensive updating of the relevant data. Proposers should review this data, which is available on the City’s website, and determine the extent to which additional information is needed to complete the Housing Study.

81

d. Identify needed programs and agencies responsible for: constructing new and improving existing housing stock, promoting access to affordable housing (equal housing opportunity), and increasing capacity of residents to lower housing cost burden, build long term equity, stabilize housing situations (through homebuyer training, rental vouchers, assistance for people with disabilities, etc.);

e. Identify potential options for affordable housing bonus programs; f. Identify possible strategies related to the provision of housing for all income levels;g. Provide proposed policies to create opportunities to support and create affordable housing and

recommendations to remove or reduce any barriers. Establish scalable strategies to address thehousing concerns identified in the City which may include the following:

A statistically sound approach for setting targets for housing in the City and identified burden subpopulations.

Strategies for ensuring log-term affordability, including the desirability of establishing a Housing Trust Fund.

Collaborative public and private sector strategies to support the development of quality, affordable housing, including suggestions where changes in funding criteria could facilitate the development of increased housing for all income levels.

Tools and strategies to promote affordable housing for moderate, low, and very low-income households, including new regulatory and finance mechanisms, grants, partnerships with organizations, dedicated revenue sources, and opportunity in creating affordable housing on publicly-owned land property.

Strategies that will help increase incomes and improve economic development opportunities.

h. Consider all related issues such as public participation, job/housing mix, consistency with existing planning and land use policy, protection of ecological resources, promotion of efficient development patterns and green building.

5. Community Engagement PlanThe Proposer shall identify opportunities for residents, property owners, business owners and

developers to participate in and stay informed about the project. The opportunities may include a steering committee, charrettes, public workshops, focus group interviews, educational materials, project website, and/or presentations at Planning Board and City Commission meetings.

6. ScheduleThe Proposer shall provide a detailed project schedule and timeline for all events, activities, and

meetings to take place during the project.

7. ReportsThe Proposer shall anticipate that at least one draft report of the research, conclusions and

recommendations will be prepared for staff review and comment and then revised for a public presentation. The final report will incorporate changes and recommendations made in response to the draft report, and will be presented to both the Planning Board and the City Commission.

82

Agenda Item No:2.

South Miami Community Redevelopment Agency Agenda Item ReportMeeting Date: March 11, 2019Submitted by: Evan FancherSubmitting Department: Community Redevelopment Agency Item Type: ResolutionAgenda Section:

Subject:A resolution authorizing the SMCRA Director to negotiate and execute a termination agreement relating to the2006 & 2007 Community Development Block Grant (CDBG) contributions for the Madison Square project;authorizing a one-time payment of $413,700 to Miami Dade County (MDC) to terminate the contract; accepting$100,000 from Abreu Development; directing the SMCRA Attorney to amend all necessary agreements toaccomplish these objectives.

Suggested Action:

Attachments:Termination Memo.docx

Mad_Square_Termination_Resolution.docx

Termination Agreement from SMCRA (BKN 3-5-2019)CArev.docx

83

CITY OF SOUTH MIAMI COMMUNITY REDEVELOPMENT AGENCYOFFICE OF THE DIRECTOR

INTER-OFFICE MEMORANDUM

TO: The Honorable Chairman & Members of the SMCRA Board

FROM: Evan Fancher, Director

DATE: March 11, 2019

SUBJECT: A resolution authorizing the SMCRA Director to negotiate and execute a termination agreement relating to the 2006 & 2007 Community Development Block Grant (CDBG) contributions for the Madison Square project; authorizing a one-time payment of $413,700 to Miami Dade County (MDC) to terminate the contract; accepting $100,000 from Abreu Development; directing the SMCRA Attorney to amend all necessary agreements to accomplish these objectives.

BACKGROUND: The 2004 Redevelopment Plan describes Madison Square as “a SMCRA mixed-use redevelopment proposal intended to create an anchor for the north end of the Church Street (a current streetscape improvement project) and to help stimulate revitalization efforts in the area.” The plan called for the construction of the project to be completed by 2007-2008.

The SMCRA has been acquiring properties to effectuate the goal of building Madison Square. In 2007, the city used the US HUD’s Community Development Block Grant program to acquire the land necessary to build the project ($394,000). The CDBG money used to purchase the property brought with it restrictions to create and retain 12 full-time permanent jobs within the commercial/retail center (for at least five years after completion of the project). The agreement between Miami-Dade County and the SMCRA for the CDBG also calls for the completion of the project within three years. The SMCRA signed the documents, but the County never did.

Staff met with County officials, as well as the Developer, and determined that the old documents are outdated and that the path to new documents was becoming too cumbersome. We have agreed, in principle, to terminate all the prior CDBG agreements and pay MDC the $394,000 plus a 5% administrative fee, the total is $413,700.

If the board approves this item, this will be the last of the institutional hurdles blocking the construction of Madison Square.

ATTACHMENTS: Termination Agreement84

RESOLUTION NO. ______________12

A Resolution authorizing the SMCRA Director to negotiate and execute a termination 3agreement relating to the 2006 & 2007 Community Development Block Grant 4(CDBG) contributions for the Madison Square project; authorizing a one-time 5payment of $413,700 to Miami Dade County (MDC) to terminate the contract; 6accepting $100,000 from Abreu Development; directing the SMCRA Attorney to 7amend all necessary agreements to accomplish these objectives.8

9WHEREAS, the SMCRA inter-local agreement with Miami-Dade County describes the 10

Madison Square project as a SMCRA mixed-use redevelopment proposal intended to create an 11anchor for the north end of the Church Street (a current streetscape improvement project) and to 12help stimulate revitalization efforts in the area”; and13

14WHEREAS, the SMCRA has acquired the property to build Madison Square, partially 15

using Community Development Block Grant (CDBG) money from Miami Dade County (MDC);16and17

18WHEREAS, the $394,000 of CDBG money was received by the SMCRA in 2007, but the 19

County never signed the grant agreements nor recorded them with the clerk; and2021

WHEREAS, the SMCRA’s general counsel had been attempting to clarify the grant 22agreement, that is an extremely length form document used by the County for numerous different 23circumstances and different types of projects, for over a year and prior to the completion of the 24negotiations with Abreu Development; and25

26WHEREAS, the original documents drafted for the development of Madison Square 27

included as an exhibit the grant agreement with all of its exhibits and reporting requirements; and2829

WHEREAS, to resolve the issues created by the grant agreement and to satisfy the 30concerns of Abreu Development, it was suggested that the SMCRA and the County enter into a31new grant agreement which would supersede the prior agreement and that would allow Abreu 32Development and its lender to have confidence that they would not run afoul of the confusing 33terms of the agreement; and 34

35WHEREAS, on February 5th, 2019, the SMCRA approved Resolution 28-07-281 which 36

authorized the Executive Director to sign a revised CDBG Loan agreement; and373839

WHEREAS, the County Attorney and Public Housing and Community Development 40Department have not been able to simplify the agreement, despite numerous attempts by the 41County Attorney and the SMCRA General Counsel at reworking the agreement; and 42

43WHEREAS, the SMCRA desires to terminate these agreements and remove any and all 44

obligations to the County as well as any roadblocks that could hinder the timely development of45this project; and46

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1WHEREAS, the SMCRA and Abreu Development desires to begin construction on 2

Madison Square within 90 days of the CDBG Loan can be extinguished; and34

WHEREAS, in exchange for removing this last roadblock, Abreu Development has agreed5to contribute $100,000 to fulfill SMCRA’s obligation to the County for the repayment of the 6CDBG Loan.7

8NOW THEREFORE BE IT RESOLVED BY THE COMMUNITY 9

REDEVELOPMENT AGENCY OF THE CITY OF SOUTH MIAMI, FLORIDA THAT:101112

Section 1. The South Miami Community Redevelopment Agency (SMCRA) Board 13authorizes the SMCRA Executive Director to execute a termination agreement that would 14extinguish all of SMCRA’s duties and obligations to Miami-Dade County for the CDBG contract 15awards and authorizing a one-time expenditure of $413,700 to MDC; and charging Account No. 16610-1110-554-34-60 (Redevelopment Services).17

18Section 2. The SMCRA further authorizes the SMCRA Attorney to amend all Madison 19

Square documents to reflect the termination of the contracts with Miami-Dade County (MDC) and 20to accept the $100,000 contribution from Abreu Development.21

22Section 3. This resolution shall take effect immediately upon adoption.23

2425

PASSED AND ADOPTED this 11thday of March, 2019.2627

ATTEST: APPROVED:282930

____________________________ __________________________31SECRETARY CHAIRPERSON32

33Board Vote:34Chair Stoddard:35

READ AND APPROVED AS TO FORM: Vice Chairman Harris:36Member Welsh:37Member Liebman:38Member Gil:39

______________________________ Member Jackson:40GENERAL COUNSEL Member Kelly:41

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TERMINATION AGREEMENT OF

FY 2006 COMMUNITY DEVELOPMENT BLOCK GRANT CONTRACT BETWEEN MIAMI-DADE COUNTY AND SOUTH MIAMI COMMUNITY REDEVELOPMENT AGENCY

AND FY 2007 COMMUNITY DEVELOPMENT BLOCK GRANT CONTRACT BETWEEN MIAMI-DADE COUNTY AND

THE SOUTH MIAMI COMMUNITY REDEVELOPMENT AGENCY FOUNDATION, INC.

This Termination Agreement (hereinafter referred to as “Agreement” or “Contract”), by and between Miami-Dade County, a political subdivision of the State of Florida (hereinafter referred to as "County"), and South Miami Community Redevelopment Agency, having offices at 5825 SW 68th Street, Ste 4, South Miami, FL 33143 and telephone number of (305) 668-7236, acting on behalf of itself and The South Miami Community Redevelopment Agency Foundation, Inc. (hereinafter referred to as "Awardee" or “SMCRA”), terminates prior agreements described herein administered by the County Mayor or County Mayor's designee through the County’s Public Housing and Community Development Department (hereinafter referred to as "PHCD") and/or its predecessor department the Office of Community and Economic Development, having principal offices at 701 N.W. 1 Court, 14th Floor, Miami, Florida 33136. Collectively the County and SMCRA shall be referred to as the “Parties”.

WHEREAS, the County appropriated $394,000 in CDBG funds through various resolutions including R-1449-03; R-160-05; R-41-07; and R-802-07 and paid these funds to SMCRA, to further the development of the Madison Square/South Miami Strip Mall Project (the “Madison Square Project”), including the purchase of properties located at 6488 SW 60th Avenue, South Miami, FL 33143 (Folio #09-4025-000-0850) and 6457 SW 60th Avenue, South Miami, FL 33143 (Folio #09-4025-010-0060). These CDBG funds were awarded in the form of a forgivable loan conditioned on the SMCRA meeting the national objective of creating jobs; and

WHEREAS, the County and SMCRA entered into that certain FY 2006 Community Development Block Grant Contract Between Miami-Dade County and South Miami Community Redevelopment Agency on September 11, 2006(the “2006 CDBG Contract”), in the amount of $294,000.00 for land acquisition for the Madison Square Project; and

WHEREAS, the County and The South Miami Community Redevelopment Agency Foundation, Inc.subsequently entered into that certain FY 2007 Community Development Block Grant Contract Between Miami-Dade County and The South Miami Community Redevelopment Agency Foundation, Inc. on June 28, 2007 (the “2007 CDBG Contract”), in the amount of $394,000.00, which consisted of $294,000.00 of “Prior Year Carry Forward” funds and an additional $100,000.00 of CDBG funds, for land acquisition for the Madison Square Project; and

WHEREAS, because SMCRA was unable to achieve the development of the Madison Square Project or create the required jobs within the time frames required, OCED/PHCD assigned, in accordance with section II(J)(7) of the 2007 CDBG Contract, special personnel from the Community Builders Division to provide special assistance at a cost to OCED/PHCD of $19,700.00 of CDBG funds; and

WHEREAS, both the 2006 CDBG Contract and the 2007 CDBG Contract were for an established term of one year, however, the Madison Square Project was not constructed and the national objective of job creation was not met within the term of either of these agreements; and

WHEREAS, The South Miami Community Redevelopment Agency Foundation, Inc. was a non-profit entity created by SMCRA which was subsequently dissolved, and its duties and obligations have been assigned to the SMCRA; and

WHEREAS, SMCRA desires to repay the loan in the amount of $394,000.00 as well as the additional charge of $19,700.00, for a total equaling $413,700, and the County desires to accept repayment as full satisfaction of the loan; and

WHEREAS, the Parties desire to terminate the 2007 CDBG Contract, and to the extent necessary the 2006 CDBG Contract, upon terms mutually agreeable to both Parties,

NOW, THEREFORE, in consideration of the mutual covenants recorded herein, the Parties agree as follows:

1. The recitals set forth above are true and are adopted as part of this Agreement by reference.

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2. The 2007 CDBG Contract and the 2006 CDBG Contract, to the extent that the 2006 CDBG Contract is still active, are terminated. The Parties shall be released from all duties and obligations contained in the 2006 CDBG Contract and the 2007 CDBG Contract.

3. The records described in sections K, L and M shall remain accessible to the County upon written request by the County. Public records relating to this termination and/or the 2006 CDBG Contract and the 2007 CDBG Contract shall be retained by the Parties in accordabce with Florida’s public records laws and the State of Florida General Records Schedule GS1-SL for State and Local Government Agencies.

4. SMCRA shall pay PHCD the sum of $413,700 (“Termination Sum”), which consists of repayment of the $394,000.00 CDBG loan and $19,700 of CDBG administrative costs.

5. The Parties shall be responsible for their own direct and indirect costs associated with such termination, including attorney's fees upon the payment of the Termination Sum.

6. The promissory note(s), given by the SMCRA in exchange for the 2006 CDBG Contract and the 2007 CDBG Contract funds which total in the amount of $394,000, from SMCRA signed on August 23, 2007,is deemed satisfied.

7. All agreements between the Parties evidencing or securing the $394,000 of CDBG funds and all covenancts made in consideration of the receipt of the $394,000 of CDBG funds, including but not limited to any recorded or unrecorded HUD Required Community Development Block Grant Contract; Development Agreement, Mortgage and Security Agreement and Assignment of Leases, Rents and Profits; Promissory Note; Affordable Housing and CDBG Declarations of Restrictions; Agency Land Use Restriction Agreement and Declaration of Restrictions, are hereby deemed satisfied, released and/or terminated.

IN WITNESS THEREOF, the parties hereto have caused this Agreement to be executed by their undersigned officials as duly authorized, this day of 2019

AWARDEE: South Miami Community MIAMI-DADE COUNTYRevdevelpment Agency

BY: BY:NAME: Evan Fancher NAME: Carlos A. GimenezTITLE: Executive Director TITLE: Mayor

DATE: DATE: ATTESTEDBY:

ATTESTEDBY:

NAME:TITLE:

_______________________________ NAME TITLE: Clerk, Board of County Commissioners

:DATE: DATE:

Witnesses:

BY:(Signature)

Type or Print Name

BY: (Signature)

Type or Print Name

Federal ID Number: 59-6000431

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