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Industrial Park Land SalesMEMORANDUM November 29, 2001 TO: FROM: SUBJECT: The Honorable Mayor and City Council Members Michael C. Van Milligen, City Manager Industrial Park Land Sales As promised, attached is the information related to land sale revenues and Tax Increment Financing at Dubuque Industrial Center West. This information has been previously provided to Bud Isenhart. Michael C. Van Milligen MCVM/jh Attachment cc: Barry Lindahl, Corporation Counsel Cindy Steinhauser, Assistant City Manager Pauline Joyce, Administrative Services Manager Mr. Bud lsenhart MEMORANDUM November 27, 2001 TO: FROM: SUBJECT: Michael C. Van Milligen, City Manager Pauline Joyce, Administrative Services Manager Industrial Park Land Sales The purpose of this memorandum is to provide background information regarding the use of land sales revenue in the industrial parks in response to a question raised by Bud Isenhart at the last City Council meeting RecordS on industrial park development costs have been maintained on the basis of on- site (eligible for TIF reimbursement) and off-site (ineligible for TIF funding) costs. This breakdown has been used in the TIF filings on the expense side. Deducts have been taken for any grant funds and sales tax refunds. The policy we have been following regarding the use of land sales revenue, is that land sales revenue will first be used to recover all off-site costs, and then will be applied to on-site costs, At some future date, when all off site development costs have been recovered from land sales revenue, the amount of TIF district expense that is still outstanding will be reduced by new land sales receipts. This will then reduce the balance that needs to be recovered from future tax increment receipts. Attached is a copy of the guidelines we have been following in preparation of our TIF filings and recording of land sales revenues. November 28, 2001 INDUSTRIAL PARK COST RECOVERY USING TIF FILINGS All on-site costs will be included in the TIF filings for recovery. On-site water and sewer expense will be carried by the General Fund. The General Fund will be reimbursed through TIF filings and/or land sales. To the extent the General Fund wes used for off site water and sewer expense, this has been treated as an internal loan from the General Fund and a repayment schedule has been prepared by Finance. Grant revenues will be deducted as project revenue through the TIF filing process. Bond Counsel has determined that it is appropriate for a portion of the off site sewer costs for Dubuque Industrial Center West to be included in the TIF filings for recovery. Land sale revenues will not be claimed as a revenue associated with the project for TIF filing purposes and will not be deducted from the TIF filings until such time as all of the following funds have been reimbursed for off site project related costs. For Tech Park (Site F) and Dubuque Industrial Center West (Site B) they will be reimbursed in the following order: RUTF for off-site road work, Water Construction Fund for off-site water lines, Sewer Construction Fund for off-site sewer lines, On site development expense related to Kerper Industrial Park will be reimbursed from land sales and TIF revenue in the following order: UDAG Water Construction Sewer Construction Road Use Tax Fund General Fund To the extent land sales revenue exceeds the cost of the off-site improvements, the on-site and TIF eligible off-site costs will then be recovered from land sales. They will be deducted from the TIF filed project expense. The only exception is the first land sale to Cartegraph wes pre-budgeted through the FY 99-03 CIP process for $140,000 in the General Fund land sales account and therefore will not be pant of this formula. TIF revenues generated by Tech Park and Dubuque Industrial Center West districts will be used to repay all on site and eligible off site expenses in the following order: Land contract expense UDAG funds General Fund Sales Tax Fund Road Use Tax Connection fees will be included in the cost of the lot rather than having a separate charge for each utility service. wpfiles\cip02\tif-ind.fll