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HomeMy WebLinkAbout11-27-2007TO: Members of the Sebasti Councir FROM: Al Minner, City Manag r`' RE: AIRPORT HANGER E RMAIECONOMIC DEVELOPMENT ACTION DATE: Tuesday, November 7, 7 BACKGROUND — WE HAVE TWO FDOT BUILDING FACILITY GRANTS At the October 24, 2007 meeting of the City Council, a $640,000 Joint Project Agreement (JPA) was approved between the City and the Florida Department of Transportation (FDOT). This grant was an 80/20 grant whereby the City must provide 20% of the funding ($160,000), making the total project $800,000. Please be advised that the City also has earmarked, by the FDOT, another 80/20 building facility grant totaling $625,000. That JPA was approved by Council in 2005 and is structured as a public/private partnership. In preparing for the FY 08 Budget, staff advised Council (and Council approved) on a plan whereby FDOT monies could fund a second hanger project. This action is noted on page 138 of the FY 08 Budget in the Capital Funds Program Chart, where the transaction is depicted as a grant and private contribution. If I recall correctly, some discussion took place at budget time to inform Council of the hanger project and to note that the Airport Fund, at that time, was not planning a capital contribution to the project; but rather, a private contributor would bring the required cash match. Further, this proposal was roughly outlined as a transaction that would be similar to the Sheltair/City Agreement approved on September 13, 2002. In that agreement, Sheltair used FDOT grant funds by paying the City an "Annual Investment Fee" in an amount equal to 7% for the grant funds and provided the 20% cash match. The term of this deal is for 30 years. In addition, Sheltair also pays the City a lease for the property where the T-hangers are now located. This transaction has proved lucrative for the Airport in that this deal alone comprises 15.5% of total Airport Revenue (approximately $84,183 per year - $58,809 for Investment Fee and $25,374 Land Rent). On the negative side, the City does loose control over rental rates and receives periodic complaints on rent. With -that information in mind and because of a directive from Council, this report has been prepared. Its main purpose will provide (1) a financial evaluation for T-hanger construction, (2) alternative options for spending FDOT grant funds; and, (3) a recommended action going forward. HANGER COST ANALYSIS A major goal at the airport is to continue to support general aviation and diversify airport revenues. As mentioned above, one success story at the airport is the Sheltair "T-hanger" agreement, where storage facilities for general aviation aircraft have been constructed. This deal has provided 40 hangers and is a nice revenue stream for the airport. To date, the Sheltair T- hangers are at 88% capacity, with 35 of 40 hangers under lease. By all accounts, the Sebastian area market can still support additional T-hangers. In that effort, the FDOT has agreed to additional facility grant JPAs. At the October 24, 2007 Regular Meeting, a JPA was provided. As directed by Council, before beginning another private/public hanger partnership, a financial analysis has been conducted. The analysis focuses on the following issues: (1) market place products; (2) cost/benefits; (3) assumption of market risks; and, (4) potential errors and assumptions in the analysis. 9. Market Place Products In the general aviation market, generally, three types of structures exist for aircraft storage; those being "T"-hangers, box hangers and shade hangers. T-hangers are generally a large structure divided into "T" shaped units. Sizes of T-hangers vary, but they are generally large enough to store one aircraft and are approximately 1,000 square feet. Box hangers have more variance in size. Their purpose is to not only store an aircraft, but also provide additional space for storage, aircraft maintenance, aircraft fabrication or conducting other aviation type activity within the hanger. There are several box hangers now in existence at the Airport which range in size from 3,000 to 6,000 square feet. For the purpose of Sebastian Airport, there also seems to be a market for box hangers. Staff is of the opinion that a marketable box hanger should be approximately 1,500 square feet and leased for around $600 per month. A third market place product is shade hangers. Shade hangers are very minimum storage facilities that protect aircraft from the physical elements. In short, this product is a pole structure that provides "shade" and a roof over "tie -down" space. Lastly, a fourth product, which was not examined, is a condominium hanger. This is one large hanger that parks several aircraft in one large storage area. This option was not reviewed because additional staff and equipment would be required to facilitate parking and un-parking of aircraft for potential renters when they require use of their airplane. Also, there is some question in staffs opinion as to whether this is a quality product. 2. Cost/Benefit Market place product is important to examine because there is some question as to whether the City replicating the same product on airport property (T-hangers) would create a situation that jeopardizes a successful private/public partnership with Sheltair. It is staffs opinion that the City should not complete with Sheltair. However, competition is good and Sheltair monopolizing aircraft storage could artificially increase monthly hanger costs. Therefore, a financial or cost/benefit analysis was conducted to examine whether (1) the City could profit from entering into the aircraft storage business or if (2) the City should venture into another public/private partnership that would create fair competition at the airport. It was determined that the City could not profit from construction and leasing its own hanger facilities. This determination applies to all market products to include box, "Ts" and shade hangers. The analysis also includes using both, or portions of, the FDOT grant money to subsidize the construction of said hangers. Below are three charts that depict revenues and expenses for box, "T" and shade hangers. These figures were calculated, based on borrowing the FDOT grant match with varying terms of 15, 20 and 30 years at 5.5% annual interest rates. In addition, construction costs of $55 per square foot were used for "T" and box hangers, while a cost of $25 per square foot was used for shade hangers. Also note that a 10% contingency was added to construction costs (Attached hereto are the detailed spread sheets which show other assumptions for building size, hanger rental, revenues at 80% capacity, etc.) For the City to "break even" on T-hanger rental, a monthly lease rate of $435.68 would be required. Currently, Sheltair provides this amenity for $375.00 per month plus an additional payment for the share of insurance and tax, which totals an estimated monthly expense of $50.00. (Total estimated Sheltair T-Hanger rent - $425.00/Month). As you can see, the City best the City can do is match this rate. If the term of debt is extended to 20 and 30 years, the monthly rental price can be reduced however, these charts assume an immediate 80% capacity and no plan can be created where a price of $300 a month can be offered. 15 YEAR COMPETITIVE 15 YEARS BREAK EVEN 20 YEARS BREAK EVEN 30 YEARS BREAK EVEN 'Debt 90,000 2.?�0 _.._.__ 24850 _..__....__-.,_._19000- _U➢Bes' 3 000 _ 3 000 _ 3 000 3 000 StormwWer Fee _ 2 500 2 500 2 500 2,600 Tex 26 000 26 000 28 000 26 000 i Insurenoe _ _ _ 5,000 5,000 51900 5 000 7150 _. ... _a_._- . 6 4.0 ._. -_ _t _ .-..... _.___ 6615 -....^ .-. Bi050 'TOTAL ANNUAL OPERATWO 83,650 a 81340 , 77765 71550 80%Oaupan Subtotal Monthly Revenue 4i800 ._ 6971 6460 59831 LTotal AnnWW 57 600 - 83 651 77 766 71 551 1j In an effort to provide a different product, a box hanger analysis was completed. In this scenario, the City set as benchmarks a competitive rate of $600 per month. As the analysis shows, box hangers could be leased for $584.90. At $600 per month, only a small margin of $1,450 annually would be created. Again, the data assumes immediate 80% capacity. 15 YEAR COMPETITIVE 15 YEARS BREAK EVEN 20 YEARS BREAK EVEN 30 YEARS BREAK EVEN �.�SD-D .......... ..... _._.._ 3,000 3 000 3,000 3,D00 7,500 7 500 7,500 7,500 z soo zsOD s96 z 500 16,000 _ 16,000 1600) _...... 16000r �_. 5,000. 5,000 5,000 _ 5,000,� 4 650 4,650 4 340 4,000 TOTAL ANNUAL OPERATING 56,150 56,150 52,740 49 000 �rVMnth{gRerrY3l Re value $600.00 $StRf.90. ss49.3U '180% Occupancy 6 8 8 8 `Subtotal Monthly Revenue _- 4,800 4,679 4.395 _ 4,083 �TO W Annual 57 600 56,150 52,740 49 000 jRevanue-Expenses 1 450 0 0 0 Interestingly enough, when construction costs were greatly reduced, we could not even meet a competitive bench mark for shade hangers. The break even point for this product was found at $234.22 vs. the target rate of $150 per month. _---- ----- .-.--- . - __ .._-. _.. ....-..� _ 15 YEAR COMPETITIVE 15 YEARS BREAK EVEN 20 YEARS BREAK EVEN 30 YEARS BREAK EVEN 5,000 5 000 S,OOp .................._......... .... ..-.__5a "'-'-,..._.-.....-- ............ ...-......_......_._.._S,DDQ llnsurence 3�500 3500 3,50(L 31500 C�oniingengy 3,770 3770 3,540 3,290 2,400 3,748 3,537 28,800 44,970 42,440 1�6178) -.T-- 0 3. Assumptions of Market/Financial Risks In short, even with grant assistance, it does not appear that the City can be any more competitive in providing hanger service than the current rate offered by Sheltair. Box hangers may be an alternative, but the data shows that getting into the hanger business is a break even proposition at best. Perhaps the best argument for not going "solo" into this business is the huge risk of capital that is required for the grant match. This begs the question, "Why should the City put up its own money to get into the hanger business to break even, when the data shows that better prices and the private market is willing to take the financial risk? " Another market factor question to consider concerns, "is there truly a market for more hangers at the Sebastian Airport?" Staff has conducted no scientific study on this question. Rather, staff has relied on conversation with private business that seems willing and ready to bring private capital to leverage state dollars. Also consider as the chart below shows, that leveraging the private and state dollars creates more revenue for the airport. FRANCHISE THE $800.000 FOOT GRANT (80/20) ITEM AMOUNT 4�.._....._ Grant Franchise Fee 640,000 __..._RATES 4% 25,600 Land lease (2.5 Acres) _ _ _ 106,450 $0.15 15,___-_- 868 _..___..... E j Annual Earnings � 41,568 ; 1 E YEAR LEASE FRANCHISE i F TOTAL 1 15,968 25,600 41,568 2 16,447_...._.._.._._.._.__.._-._..._.._._...__25,600 4 3 16,940 25,600 42,540 � 4 _..._.._...._.....__..___.____..._..._....._....-17,448 _.._.. _._._..._ . 251600 _._._........_._ _....__.....-..___ _....... 431048 5 17,972 25,600 43,572 TOTAL 5 YEAR $2129774 The numbers reveal that the better deal is a public/private partnership. Please note that based on conversations with interested companies, an updated private/ public partnership would yield lease revenue of $0.15 per square foot and an investment franchise of potentially 4%. This plan would potentially yield new revenue of $41,568 annual versus the "break even" "T"-hanger synopsis. Over five years, with a 3% escalator on the lease rate, $212,774 could be earned. Remember this is guaranteed revenue, whether hangers are filled or not. 4. Errors and Assumptions Please take time to visit the attached spreadsheets. They are self-explanatory and depict the financial picture better than I can write. Having said that, the data does make one huge assumption and that is based costs. When the current T-hangers were built by Holland Construction (the parent company of Sheltair), the square foot cost was reported at $23.82 per foot in 2004. This may be pause for question when the enclosed construction estimates have more than doubled in a little over four years. However consider the following: 1. The maintenance hanger currently under construction cost $57.29 per square foot; 2. Reports from other construction firms confirm a double in costs since 2004; 3. Residential construction is generally in the range of $80-$100 per square foot; and, 4. Commercial construction is generally in the range of $250 per square foot. Briefly mentioned above is market need. Other airports, complaints of lease price and length of hanger waiting lists should not be the scientific indicators that lead the Sebastian Airport into the hanger business alone. Simply stated, if the private market is willing to take the risk and provide gameted revenue to the City, then that is a good deal and should be explored by submitting an RFP into the market place. However, it is unwise to recommend entering the hanger business alone without completing more studies because of the public capital that would be at risk. OPTIONS Having explored costs and alternatives for the Airport and the current FDOT JPAs, there seems to be three alternatives. One alternative however, is not one that would be recommended by staff. That option is for the City to proceed into the "Hanger" business to compete with the existing market at the airport. The second option is for the City to conduct a request for proposal (RFP) process, whereby private companies leverage FDOT grant monies, providing the City with additional revenue. This option actually provides two alternatives — use both grants totaling a $1.425 million public/private partnership or one grant for an $800,000 agreement. This avenue has worked in the past. While there are still details to be ironed out, if Council approves this option, the City is ready to move forward on an RFP process. FRANCHISE THE 1800,000 FOOT GRANT (80/20) ITEM .............. ..............,..........._._._........................._._ ..-.__-RATES j �AMOUNT ......... _-...... __...-.._. Grant Franchise Fee 640000 4% 25,600 Land Lease (2.5 Acres) i 106:450 $0.15 1 15,968 Annual Earnings 41,568 FRANCHISE BOTH FOOT GRANTS - $1.426.000 (80/201 ITEM! AMOUNT RATES � Grant Franchise Fee _E E 940,000 j 4% I 37,600 Land Lease (2.5 Acres) I 106,450 $0.15 j 15,968 (Annual Earnings 53,568 A third option concerning the use of the FDOT JPAs is a hybrid approach. This option places emphasis on creating immediate revenue and also using FDOT grants to promote an economic development incentive. In this option, the use of the larger $800,000 grant can be used for hanger storage in a public/private partnership, while the second $625,000 grant can be retained by the City. In retaining the smaller grant, staff would suggest that this money be used to construct one large 10,000 square foot facility ($62.50 per square foot construction cost) to be used as an industrial speculative building. This option allows the City to use some grant funds for the hangering of aircraft venture which should provide new revenue, while applying additional grant money toward an economic development incentive program that would offer below market rate rental as a business incentives for new job creation in Sebastian. The capital needed for the 20% grant match is justifiable as an economic development investment. Each of the three options has positives and negatives, below is a chart which briefly illustrates the pros and cons of each option: OPTION #1— CITY OPERATED HANGER BUSINESS PRO CON • Control Pricing • Inability to Provide Competitive Rental Rates • Direct Contact w/ Tenants • Compete w/ Existing Private/Public Agreement • Ability to Provide Different Product • Face Market and Financial Risk OPTION #2 — HANGER FACILITY AGREEMENT; "FRANCHISE THE GRANT" PRO CON • Guarantee of New Revenue • Smaller Franchise Fee than Sheltair Deal • Differ Market/Financial Risk To Private Sector • Loss Control of Pricing/Product • Less Ability to Manager Hanger Operations OPTION #3 — ECONOMIC DEVELOPMENT BY LEVERAGING ONE FDOT GRANT PRO CON • Some New Revenue — Smaller Hanger Deal 0 Require a Small Loan for "Eco Dev. Hanger" • Promote Business Expansion/Development • Loss Some Franchise Revenue • Use Existing Facility/Capital to Market Airport 0 Gamble on Whether Market Accepts • Requires FDOT Approval RECOMMENDATION At this time, staff recommendation is to move forward with the Economic Development "Hybrid" Approach. Staff also recommends that more research be conducted into whether the second $625,000 FDOT grant can be used for economic development purpose before moving forward with the hanger RFP. Further, more work need to be completed to ensure that potential exists to immediately fill an industrial speculative hanger facility. At the Wednesday, December 12, 2007 meeting, this option will be introduced to Council. Obviously more research, approval and information is needed; however, this report has been provided to update and guide a decision making process that will be made in the near future. T-HANGERS T-HANGERS 20 Square Feet Required 24,000 Cost Per Square Foot $55 Contingency 10% TOTAL EST PROJECT $1,452,000 ,BOX. HANGERS Square Feet Required 15,000 Cost Per Square Foot $55 Contingency 10% TOTAL EST PROJECT $907,500 YEAR 1 15 YEAR 1 20 YEAR 1 30 PRINCIPAL 20,800 20,800 $312,000 PRINCIPAL 15,600 15,600 $312,000 PRINCIPAL 10,400 10.400 $312,000 SHADE HANGERS _ 2Qh Square Feet 25,000 Cost Per Square Foot $25 Contingency 10% TOTAL EST PROJECT $687,600 Project Cost $1,452,000 `t-DOT Grant $1.140.000 City Share $312,000 Interest Rate 5.50% 15 AMORTIZATION INTEREST TOTAL PAYMENT BALANCE 17,160 37,960 291,200 1,144 21,944 0 $137,280 $29,952';� 20 AMORTIZATION INTEREST TOTAL PAYMENT BALANCE 17,160 32,760 296,400 858 16,458 0 $180,180 -" $24,609:-1 30 AMORTIZATION INTEREST TOTAL PAYMENT BALANCE 17,160 27,560 294,840 200 10,600 (6,760) $255,198I 15 YEAR COMPETITIVE 15 YEARS BREAK EVEN 20 YEARS BREAK EVEN 30 YEARS BREAK EVEN Debt 30,000 27,900 24,650 19,000 Utilities 3,000 3.000 3,000 3,000 Operation/Maintenance 10,000 10.000 10,000 10,000 Stormwater Fee 2,500 2,500 2,500 2,500 Tax 26,000 26,000 26.000 26.000 Insurance 5,000 5,000 5,000 5,000 Contingency 7,150 6,940 6,615 6,050 TOTAL ANNUAL OPERATING fyp 11 83,650 81,340 { 77,765 71,550 It W® 80%Occupancy16 16 f 16 16 Subtotal Monthly Revenue 4,800 6,971 6,480 5,963 Total Annual 57,600 83,651 77.766 71,551 Revenue -Expenses (26,050) 1 1 1 BOX HANGERS makikkw Square Feet Required 24,000 Cost Per Square Foot $55 Contingency 10% TOTAL EST PROJECT $1,452,000 Square Feet Required 15,000 Cost Per Square Foot $55 Contingency 10% TOTAL EST PROJECT $907,500 SHADE HANGERS 20.: Square Feet 25,000 Cost Per Square Foot $25 Contingency 10% EST PROJECT $687,500 7TOTAL 1- _ ._ _ BOX HANGERS Project Cost S907,500 =DOT Grant $726,000 Pity Share $181,500 Interest Rate 5.50% 15 AMORTIZATION YEAR PRINCIPAL INTEREST TOTAL PAYMENT BALANCE 1 12.100 9.983 22.083 169,400 15 12.100 666 12,766 p $181,500 $79,860 $174s �ru 20 AMORTIZATION YEAR PRINCIPAL INTEREST TOTAL PAYMENT BALANCE 1 9,075 9,983 19,058 172,425 20 9.075 499 9,574 0 $181,600 $104,816 $14,316 � 30 AMORTIZATION YEAR PRINCIPAL INTEREST TOTAL PAYMENT BALANCE 1 6,050 9,983 16,033 171,518 30 6,050 116 6,166 (3,933) $181,500 $148,456 15 YEAR COMPETITIVE 15 YEARS BREAK EVEN 20 YEARS BREAK EVEN 30 YEARS BREAK EVEN Debt 17,500 17,500 14,400 11,000 Utilities 3,000 3,000 3,000 3,000 Operation/Maintenance 7,500 7,500 7.500 7,500 Stormwater Fee 2,500 2.500 2,500 2.500 Tax 16,000 16,000 16,000 16,000 Insurance 5,000 5.000 5,000 5,000 Contingency 4,650 4,650 4,340 4,000 TOTAL ANNUAL OPERATI�- 56,150 56ii11 5�0 I52,740 49,000 80% Occupancy 8 8 � 8 8 Subtotal Monthly Revenue 4,800 4,679 4,395 4,083 Total Annual 57,600 56,150 52.740 49,000 Revenue -Expenses 1,450 0 0 0 SHADE HANGERS T-HANGERS 20 - Square Feet Required 24,000 SHADE HANGERS 20 Cost Per Square Foot $55 Square Feet 25,000 Contingency Cost Per Square Foot $25 TOTAL EST PROJECT 10% $1,452,000 Contingency 10% TOTAL EST PROJECT $687,500 ,BOX HANGERS Square Feet Required 15,000 SHADE HANGERS Cost Per Square Foot $55 Project Cost $687,500 Contingency g JFDOTGrant $550,000 TOTAL EST PROJECT 10% $907,500 City Share $137.500 Interest Rate a 5.50 /a 16AMORTIZATION YEAR PRINCIPAL INTEREST TOTAL PAYMENT BALANCE 1 15 9,167 7,563 16,729 128,333 9,167 504 0 $137,600 $60,500 I 3,200 $1,00 20 AMORTIZATION YEAR PRINCIPAL INTEREST TOTAL PAYMENT BALANCE 1 20 6,875 7,563 14,438 130,625 6,875 376 7,253 0 $137,500 $79,406 I $10,845 30 AMORTIZATION YEAR PRINCIPAL INTEREST TOTAL PAYMENT BALANCE 1 30 4,583 7,563 12,146 129,938 4,583 88 4,672 (2,979) $137,500 $112,467 fit` 1$ YEAR COMPETITIVE 15 YEARS BREAK EVEN I 20 YEARS BREAK EVEN 30 YEARS BREAK EVEN Debt 13,200 13,200 - 10,900 8,400 Utilities 5,000 5,000 5,000 5,000 Operation/Maintenance 5,000 5,000 5,000 Storrnwater Fee 2,500 2,500 5,000 Tax 12,000 12,000 2,500 1,00 2,500 12,00 Insurance 3,500 3,500 3,500 3,500 Contingency 3,770 3,770 3,540 3,290 TOTAL ANNUAL OPERATING 44,970 44,970 42,440 39,690 80% Occupancy 16 16 Subtotal Monthly Revenue 2,400 3,748 16 16 Total Annual 28,800 44,970 3,537 42,440 3,308 Revenue -Expenses (16,170) 0 39,690 (0) 0