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Follow Up on TIF Issue Related to Gardens of Dubuque ProjectCity of Dubuque City Council Meeting Consent Items # 06. Copyrighted January 3, 2024 ITEM TITLE: Follow Up on TI F Issue Related to Gardens of Dubuque Project SUMMARY: City Manager recommending City Council approval to allocate $34,595.38 from the City's Fiscal Year 2023 General Fund savings to cover the Gardens of Dubuque Project TI F payments for November 2023 and May 2024. SUGGESTED Suggested Disposition: Receive and File; Approve DISPOSITION: ATTACHMENTS: Description MVM Memo Staff Memo Type City Manager Memo Staff Memo THE C DUj!BQTE Masterpiece on the Mississippi TO: The Honorable Mayor and City Council Members FROM: Michael C. Van Milligen, City Manager SUBJECT: Follow Up on TIF Issue Related to Gardens of Dubuque Project DATE: December 22, 2023 Dubuque WAWca 914 ii 2007-2012.2013 2017*2019 Economic Development Director Jill Connors is recommending City Council approval to allocate $34,595.38 from the City's Fiscal Year 2023 General Fund savings to cover the Gardens of Dubuque Project TIF payments for November 2023 and May 2024. Moving forward, approximately $34,655 per year will need to be allocated for the same purpose at a net annual cost to the city of $22,805. I concur with the recommendation and respectfully request Mayor and City Council approval. Mic ael C. Van Milligen MCVM:sv Attachment cc: Crenna Brumwell, City Attorney Cori Burbach, Assistant City Manager Jill Connors, Economic Development Director Jennifer Larson, Chief Financial Officer Dubuque THE CITY OF All -America My nni K xvni , nz: a:u�ir, DUB E 2007-2012.2013 Masterpiece on the Mississippi 2017*2019 TO: Michael C. Van Milligen, City Manager FROM: Jill M. Connors, Economic Development Director Economic Development Department 1300 Main Street Dubuque, Iowa 52001-4763 Office (563) 589-4393 TTY (563) 690-6678 http://www.cityofdubuque.org SUBJECT: Follow Up on TIF Issue Related to Gardens of Dubuque Project DATE: December 14, 2023 INTRODUCTION This memorandum provides information regarding a communication gap from Economic Development to the Finance and Budget Department and requests the allocation of $34,595.38 from the City's Fiscal Year 2023 General Fund savings to cover November 2023 and May 2024 TIF payments to the Gardens of Dubuque project. It also provides an explanation of general funds needed annually until June 1, 2037. BACKGROUND On September 28, 2020, the City entered into a Development Agreement with Gardens of Dubuque for the creation of 50 apartments at 1895 Radford Road. The Development Agreement provides for 15 years of 100% of allowable increment TIF payments beginning November 1, 2023. The project was included in the Radford Road Urban Renewal District in order to generate the funds needed to make these TIF payments. In order to certify debt with the County in an urban renewal district (which allows the City to collect increment to fund TIF payments), Finance/Budget staff require documentation from the Economic Development Department providing the details of the Development Agreements which require TIF payments to developers. Unfortunately, our office did not provide this full information to Finance/Budget staff in a timely manner. This has delayed debt certification in this urban renewal area in order to fully fund TIF payments the City has committed to the developer. As the City is obligated to make a TIF payment both for November 2023 and in May 2024, I had requested in an earlier memo an allocation of $34,595.38 from the City's Fiscal Year 2023 General Fund savings to cover the TIF payments for November 2023 and May 2024. Jenny Larson has certified the Radford Road Urban Renewal District to the County as of November 30, 2023, which means there will be funding available beginning with the November 2024 payment and future payments, albeit with a gap in funding. DISCUSSION I had initially thought a one-time allocation of $34,595.38 was a temporary stop gap, as the property is now certified with the County. However, upon review with CFO Jenny Larson, Senior Counsel Barry Lindahl, and City Assessor Troy Patzner, an approximately $34,655 annual gap will continue for the duration of the 15 year agreement. If the debt on the property had been certified with the County before December 1, 2022 (as should have been done), the base value of the property would have been set at $199,500 (assessed value as of January 1, 2021). All City -directed tax increment above that amount would have been available for disbursement in TIF rebates to the developer. Because it was not certified with the County until December 1, 2023, only the increment above the value as of January 1, 2022 is available. The difference between the available increment and the increment obligated to the Developer is $34,595.38 during the current fiscal year. And an approximately $34,655 annual shortfall will continue through the term of the agreement (June 1, 2037). This project is located in a stand-alone TIF district, which means there are no funds available from other projects in the district to subsidize this shortfall. $22,805 of the annual $34,655 shortfall will need to be covered by the general fund, as the City's tax levy covers $11,850 of that amount. What this means is that while the payment to the developer will be $519,825 over 15 years, the actual cost to the City is $342,075. RECOMMENDATION/ ACTION STEP I respectfully request a $34,595.38 allocation from the City's Fiscal Year 2023 General Fund savings to cover the TIF payments for November 2023 and May 2024. Moving forward, approximately $34,655 per year will need to be allocated for the same purpose. 2