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Bee Branch Watershed Application, Tab B, Appendix D, (A3) Historic Sales Tax Information Hotel Motel TaxJenny Larson - RE: FW: Flood Mitigation Grant Projections Hello Jenny: Here are the taxable sales for the City of Dubuque for room rentals only. These are the taxable sales for the 5% excise tax the state collects. Joel Phipps Fiscal and Policy Analyst Tax Research and Policy Analysis Section Iowa Department of Revenue Des Moines, IA 50319 Phone: (515) 242­6224 Fax: (515) 242­6156 From:Jenny Larson [mailto:Jlarson@cityofdubuque.org] Sent: Wednesday, November 13, 2013 5:28 PM To: Phipps, Joel [IDR] Subject: RE: FW: Flood Mitigation Grant Projections Hi Joel- Can you please tell me what the FY2010 number would be without the hotel/motel state sales tax? Thanks Jenny From:"Phipps, Joel [IDR]" <Joel.Phipps@Iowa.gov> To:"'Jenny Larson'" <Jlarson@cityofdubuque.org> Date:11/14/2013 3:50 PM Subject:RE: FW: Flood Mitigation Grant Projections FY 2010$24,086,986 FY 2011 $25,699,200 FY 2012 $27,158,813 FY 2013$27,997,880 Sincerely Jenny Larson Budget Director Page 1of 7 11/15/2013file:///C:/Users/jlarson/AppData/Local/Temp/XPgrpwise/5284F148DBQ_DODBQ_PO10... >>> "Phipps, Joel [IDR]" <Joel.Phipps@Iowa.gov> 11/13/2013 2:18 PM >>> Jenny: Here are the retail taxable sales for Dubuque for the past three fiscal years. FY 2012: $1,060,222,499 FY 2011: $1,014,284,468 FY 2010: $971,050,047 Sincerely Joel Phipps Fiscal and Policy Analyst Tax Research and Policy Analysis Section Iowa Department of Revenue Des Moines, IA 50319 Phone: (515) 242­6224 Fax: (515) 242­6156 From: Jenny Larson [mailto:Jlarson@cityofdubuque.org] Sent: Wednesday, November 13, 2013 1:11 PM To: Cleereman, Jon [IDR]; Phipps, Joel [IDR]; Steger, Alexis Cc: Steger, Alexis Subject: RE: FW: Flood Mitigation Grant Projections Hi Joel- Can you please provide what the City of Dubuque's 2013 actual annual taxable retail sales are (unadjusted)? Thank you, Jenny >>> "Phipps, Joel [IDR]" <Joel.Phipps@Iowa.gov> 11/13/2013 10:21 AM >>> Hello Alexis: City of Dubuque 50 West 13th Street Dubuque, Iowa 52001 Ph: 563.589.4110 Fax: 563.589.4149 www.cityofdubuque.org Dubuque: Masterpiece on the Mississippi Jenny Larson Budget Director City of Dubuque 50 West 13th Street Dubuque, Iowa 52001 Ph: 563.589.4110 Fax: 563.589.4149 www.cityofdubuque.org Dubuque: Masterpiece on the Mississippi Page 2of 7 11/15/2013file:///C:/Users/jlarson/AppData/Local/Temp/XPgrpwise/5284F148DBQ_DODBQ_PO10... I compiled the sales tax data for the City of Dubuque flood mitigation project. The original list of 2,362 permit holders included the following (1) Active Dubuque Permits­1919 (2) Active Dubuque Permits No Receipts­387 (3)Cancelled Dubuque Permits­56 for a total of 2,362. The most recent spreadsheet has only the 'Active Dubuque' permits­2004. I did not include the other two spreadsheets in the most recent analysis for they will not be contributing any sales tax revenue to the city on an ongoing basis. In addition, when I compiled the spreadsheets 'Active Dubuque' permits the counts were for FY 2011 or FY 2012. Therefore if there were sales in either fiscal year the permit was counted. The 1,919 count in the first spreadsheet were for taxable sales in FY 2011 or FY 2012. The count of 2,004, were for taxable sales in FY 2012 or FY 2013. Another issue is the change in taxable sales for FY 2012 in the first spreadsheet and compared the second. In the first spreadsheet the FY 2012 taxable sales was $1,011,422,274 and in the second spreadsheet taxable sales were $1,000,299,252, a difference of $11.2 million. This difference is due to which permits were counted as contributing taxable sales in the first worksheet and which were counted as contributing taxable sales in the second worksheet. I verified this by doing some cross checking. There were 45 businesses that contributed taxable sales in fiscal year 2012 in the first worksheet, but were not included in the second worksheet because they had cancelled their permit. These 45 cancellations accounted for the $11.2 million difference. These taxable sales figures and permit counts are preliminary. Joel Phipps Fiscal and Policy Analyst Tax Research and Policy Analysis Section Iowa Department of Revenue Des Moines, IA 50319 Phone: (515) 242­6224 Fax: (515) 242­6156 From: Alexis Steger [mailto:Asteger@cityofdubuque.org] Sent: Tuesday, November 12, 2013 9:48 AM To: Cleereman, Jon [IDR] Cc: Larson, Jenny; Phipps, Joel [IDR] Subject: RE: FW: Flood Mitigation Grant Projections Jon, The numbers provided today do not match what was provided in the past for 2012. There are 2,004 permits on the current list provided and there were 2,362 on our original analysis. Which may be why the numbers are lower today than what was provided previously? In this analysis only the 2,004 permits were compared and I am guessing that we don't have the exact same amount of permits from one year to the next. Can you please take a look at the numbers again and let me know the difference between what was provided to us in the past and the current numbers provided? I can forward our first email if you don't have access to the first information provided, just let me know. Thank you, Alexis Steger City of Dubuque >>> "Cleereman, Jon [IDR]" <Jon.Cleereman@Iowa.gov> 11/12/2013 6:23 AM >>> I'm sorry for the delay. Attached is the requested info. Jon M. Cleereman Page 3of 7 11/15/2013file:///C:/Users/jlarson/AppData/Local/Temp/XPgrpwise/5284F148DBQ_DODBQ_PO10... Iowa Department of Revenue (515) 281-6715 jon.cleereman@iowa.gov From: Alexis Steger [mailto:Asteger@cityofdubuque.org] Sent: Wednesday, November 06, 2013 12:35 PM To: Cleereman, Jon [IDR] Cc: Larson, Jenny; Phipps, Joel [IDR] Subject: RE: FW: Flood Mitigation Grant Projections Jon, We have not heard back from the Department of Revenue in regards to our final quarter of 2013. Have the numbers been finalized? Would we be able to get our report so we can analyze them prior to the board meeting in November? Thank you, Alexis Steger >>> "Cleereman, Jon [IDR]" <Jon.Cleereman@Iowa.gov> 08/09/2013 8:39 AM >>> Alexis, Thanks for your email. The final quarter for FY13 (period ending 06/30/13) has not been finalized. Joel: Once the June quarter is finalized, could you run a report for Dubuque? Jon M. Cleereman Iowa Department of Revenue (515) 281-6715 jon.cleereman@iowa.gov From: Alexis Steger [mailto:Asteger@cityofdubuque.org] Sent: Thursday, August 08, 2013 8:22 AM To: Cleereman, Jon [IDR] Cc: Larson, Jenny Subject: Re: FW: Flood Mitigation Grant Projections Good morning Jon, At the most recent Flood Mitigation Board Meeting, you mentioned being able to provide FY 2013 sales tax increments at some point soon. Would you happen to have an idea of when the FY 2013 sales tax increment numbers might be available for the City of Dubuque? Thank you, Alexis Steger City of Dubuque >>> "Vos, Stu [IDR]" <Stu.Vos@Iowa.gov> 07/30/2013 9:27 AM >>> Alexis - Does this response help? Stuart Vos Deputy Director Iowa Department of Revenue Stu.Vos@Iowa.gov (515) 281-5079 From: Benson, John [HSEMD] Sent: Tuesday, July 30, 2013 9:23 AM To: Vos, Stu [IDR] Cc: Cleereman, Jon [IDR]; Stamas, Alana [IDR]; Harris, Amy [IDR] Page 4of 7 11/15/2013file:///C:/Users/jlarson/AppData/Local/Temp/XPgrpwise/5284F148DBQ_DODBQ_PO10... Subject: RE: Flood Mitigation Grant Projections My read is that the historical type of info you have already provided is the best that can be provided. I think the members of the Board recognize the challenge in providing accurate future projections. I think the main interest is if the increment for the locality is trending in one direction (up or down) or remaining static. If it is down or static, then the using the increment to finance project makes no sense. John R. Benson Communications Bureau Chief Iowa Department of Homeland Security & Emergency Management 7105 NW 70th Avenue, Camp Dodge, Bldg. W­4 Johnston, IA 50131­1824 515­725­3208, fax 515­725­3260 NEW mobile 515­318­8022 NEW john.benson@iowa.gov From: Vos, Stu [IDR] Sent: Tuesday, July 30, 2013 9:12 AM To: Benson, John [HSEMD] Cc: Cleereman, Jon [IDR]; Stamas, Alana [IDR]; Harris, Amy [IDR] Subject: FW: Flood Mitigation Grant Projections John - I am trying to respond to Alexis Steger about a question regarding the grant application. The Department is generally not in a position to provide accurate forward looking projections of sales tax revenues. We can provide the retrospective data such as we have already provided to Dubuque and Cedar Rapids (2011 and 2012 actual sales). We will also be able to provide an update for FY13, which would essentially be the base year, by approximately October 15. Beyond that we would probably utilize the REC estimates for statewide sales tax growth during the current and subsequent fiscal years. Even those numbers, however, are subject to ongoing revision. In fact I would not be surprised if FY14 sales tax estimates are revised downward at the next REC meeting. As I indicated at the first Board meeting, sales tax is exceptionally difficult to predict. Local officials often have a better handle on their micro-economies than does IDR. That being said, I would agree we need to get the best data available to make the most of the money available. Do you think the Board is looking for something more than the historical data we have already provided? If so, to what extent? Stu Stuart Vos Deputy Director Iowa Department of Revenue Stu.Vos@Iowa.gov Page 5of 7 11/15/2013file:///C:/Users/jlarson/AppData/Local/Temp/XPgrpwise/5284F148DBQ_DODBQ_PO10... (515) 281-5079 From: Alexis Steger [mailto:Asteger@cityofdubuque.org] Sent: Monday, July 29, 2013 11:26 AM To: Vos, Stu [IDR] Subject: Flood Mitigation Grant Projections Good afternoon, The Flood Mitigation Board just released the agenda for Wednesday's Board Meeting and in the new draft of the grant application it says that each community is required to get a report from the IDR that estimates the projected annual sales tax increment for the proposed project. Is this information going to be different than what has been provided to Dubuque (2011 and 2012 Actual Sales Tax in the City Limits)? Can this be the information already provided in the "executive summary" of the legislation, which was several data tables provided by county? If not, will this projection be available soon, as we are ready to complete our application and project plan so we don't run into January 2014 and have to change the base year of our sales tax increment. If we need to bring this up at the board meeting on Wednesday, the City of Dubuque is willing to bring up any issues there may be with this newly developed part of the application. Thank you, Alexis Steger Engineering City of Dubuque This message has been scanned for malware by Websense. www.websense.com Click here to report this email as spam. Page 6of 7 11/15/2013file:///C:/Users/jlarson/AppData/Local/Temp/XPgrpwise/5284F148DBQ_DODBQ_PO10... Page 7of 7 11/15/2013file:///C:/Users/jlarson/AppData/Local/Temp/XPgrpwise/5284F148DBQ_DODBQ_PO10...