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Fiscal Year 2015 Iowa Urban Renewal Annual Report Copyright 2014 City of Dubuque Consent Items # 16. ITEM TITLE: Fiscal Year 2015 Iowa Urban Renewal Annual Report SUMMARY: City Manager recommending approval of the Fiscal Year 2015 State Urban Renewal Annual Report. RESOLUTION Approving the Fiscal Year 2015 Urban Renewal Report for the City of Dubuque SUGGESTED DISPOSITION: Suggested Disposition: Receive and File; Adopt Resolution(s) ATTACHMENTS: Description Type ❑ MVM Memo City Manager Memo ❑ Staff Memo Staff Memo ❑ FY 2015 State TIF Report Supporting Documentation ❑ Resolution Resolutions THE CITY OF Dubuque UBE I erica .i Masterpiece on the Mississippi 2007-2012-20E TO: The Honorable Mayor and City Council Members FROM: Michael C. Van Milligen, City Manager SUBJECT: Fiscal Year 2015 State Urban Renewal Annual Report DATE: November 5, 2015 Budget Director Jennifer Larson recommends City Council approval of the Fiscal Year 2015 State Urban Renewal Annual Report. The FY 2015 Annual Report requires taxing entities to "look back" and record all urban renewal projects, in every urban renewal district and subarea, which use funding secured by tax increment financing. Other significant portions of the report include submission of ordinances, plans and maps for all urban renewal districts; amounts of loans, advances, and indebtedness incurred and the unpaid balance of TIF debt; assessed value of the urban renewal areas, portion of the assessed value used to calculate incremental taxes, and portions related to other taxing entities; and number of jobs created utilizing TIF and private capital investment associated with a project. I concur with the recommendation and respectfully request Mayor and City Council approval. Ag3-,X� Michael C. Van Milligen MCVM/jml Attachment cc: Barry Lindahl, City Attorney Cindy Steinhauser, Assistant City Manager Teri Goodmann, Assistant City Manager Maurice Jones, Economic Development Director Jennifer Larson, Budget Director THE CITY OF E Dubuque All-America City DUB 11111.1 Masterpiece on the Mississippi 2007.2012.2013 TO: Michael Van Milligen, City Manager FROM: Jennifer Larson, Budget Director SUBJECT: Fiscal Year 2015 Iowa Urban Renewal Annual Report DATE: November 5, 2015 Introduction This memorandum transmits for City Council consideration and action a resolution approving the annual urban renewal report required by the Iowa Urban Renewal Reporting Act of 2012 for all cities and counties using tax increment financing (TIF). The resolution and report are attached to this memo. Background In the 2012 state legislative session, lawmakers adopted HF 2460, otherwise known as the Urban Renewal Reporting Act of 2012. The Act amended urban renewal legislation in several key areas, with a primary focus of increasing transparency in the utilization of tax increment financing. One of the most significant requirements is for a local government to submit an annual report to the Department of Management (DOM) by December 1, following the previous fiscal year. The report must be approved by a majority of the local governing body or the DOM will not certify the incremental taxes back to the city or county. This is the second year the City of Dubuque has submitted the report. Discussion The FY 2015 Annual Report identifies urban renewal projects, in every urban renewal district and subarea that utilized tax increment financing. Previously approved projects included in the FY2015 report are listed, as well as new projects that have been authorized from July 1, 2014 to June 30, 2015. Other significant portions of the report include the following: • Submission of ordinances, plans and maps for all urban renewal districts; • Amounts of loans, advances, and indebtedness incurred and the unpaid balance of TIF debt; • Assessed value of the urban renewal areas, portion of the assessed value used to calculate incremental taxes, and portions related to other taxing entities; • Number of jobs created utilizing TIF and private capital investment associated with a project; • Public building analysis for projects utilizing TIF, with an explanation as to why TIF is the preferred funding source. Recommendation I recommend that the City Council approve the resolution, authorizing approval of the Fiscal Year 2015 Iowa Urban Renewal Report for the City of Dubuque. Action Step The action step is for the City Council to approve the attached resolution and report. cc: Maurice Jones, Economic Development Director Attachments Prepared By: Jennifer Larson, Budget Director, City of Dubuque 50 W. 13th St. Dubuque, IA 52001 (563) 589-4110 Return To: Jennifer Larson, Budget Director City of Dubuque 50 W. 13th St. Dubuque, IA 52001 (563) 589-4110 RESOLUTION NO. 391-15 A RESOLUTION APPROVING THE FISCAL YEAR 2015 URBAN RENEWAL REPORT FOR THE CITY OF DUBUQUE. Whereas, the Iowa Legislature approved HF 2460 in the 2012 Legislative Session, amending the current law pertaining to urban renewal districts; and Whereas, HF 2460, otherwise known as the Urban Renewal Reporting Act of 2012, aims to increase transparency in the utilization of tax increment financing; and Whereas, HF 2460 requires an annual urban renewal report be approved by the majority of a local governing body that had an active urban renewal plan anytime during the most recently ended fiscal year; and Whereas, City staff have fulfilled the requirements outlined in the Act through a web - based reporting tool hosted by the Iowa Department of Management. NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF DUBUQUE, IOWA: Section 1. That the Fiscal Year 2015 Urban Renewal Report for the City of Dubuque, be approved. Section 2. That the Budget Director of the City of Dubuque, Iowa is hereby authorized and directed to submit the Report, with a record of this approval, to the Iowa Department of Management. Passed, approved and adopted this 16th day of December, 2015 Attest: Roy D. Buol, Mayor Levy Authority Summary Local Government Name: DUBUQUE Local Government Number: 31G288 U.R. # of Tif Active Urban Renewal Areas # Taxing Districts DUBUQUE CITY INDUST CNTR UR6 URBAN RENEWAL 31002 9 DUBUQUE CITY INDUST CNTR SOUTH UR26 URBAN RENEWAL 31018 1 DUBUQUE CITY GREATER DOWNTOWN URBAN RENEWAL 31033 23 DUBUQUE CITY (DUBUQUE BREWING &MALTING) UR 58 URBAN RENEWAL 31042 1 DUBUQUE CITY LAKE RIDGE URBAN RENEWAL 31046 1 North Cascade Road Housing Urban Renewal Area 31900 0 TIF Debt Outstanding: 174,684,601 ............................................................................................................................................................................................................ TIF Sp. Rev. Fund Cash Balance Amount of 07-01-2014 Cash Balance as of 07-01-2014: 3,503,801 0 Restricted for LMI TIF Revenue: 10,398,216 TIF Sp. Revenue Fund Interest: 129,350 Property Tax Replacement Claims 300,202 Asset Sales & Loan Repayments: 1,704,906 Total Revenue: 12,532,674 Rebate Expenditures: 3,643,379 Non-Rebate Expenditures: 7,171,241 Returned to County Treasurer: 11,484 Total Expenditures: 10,826,104 TIF Sp. Rev. Fun a'ms9offarance Amount of 06-30-2015 Cash Balance �s of 06-30-2015: 5,210,371 0...............Restricted for LMI ............................ ................................................. Year-End Outstanding TIF Obligations, Net of TIF Special Revenue Fund Balance: 158,659,610 Created: Thu Nov 05 14:33:24 CST 2015 Page 1 of 96 Annual Urban Renewal Report, Fiscal Year 2014 - 2015 Urban Renewal Area Data Collection Local Government Name: DUBUQUE (31G288) Urban Renewal Area: DUBUQUE CITY INDUST CNTR UR6 URBAN RENEWAL UR Area Number: 31002 UR Area Creation Date: 05/1988 To develop and redevelop the Dubuque Industrial Center for economic development activities, primarily industrial park development, through the provision of development sites, public infrastructure, amenities and UR Area Purpose: financial incentives. Base Increment Increment Tax Districts within this Urban Renewal Area No. No. Value Used DUBUQUE CITY/DBQ COMM SCH/UR 5 INCREM 31079 31078 31,994,156 DUBUQUE CITY/DBQ COMM SCH/UR 6 INCREM 31081 31080 88,666,805 DUBUQUE CITY/DBQ COMM SCH/UR 32 INCREM 31166 31167 0 DUBUQUE CITY AG/DBQ COMM SCH/UR 32 INCREM 31168 31169 65,634 DUBUQUE CITY AG/DBQ COMM SCH/UR 5 INCREMENT 31189 31191 180 DUBUQUE CITY/DBQ COMM SCH/UR 78 INCREMENT 31395 31396 0 DUBUQUE CITY AG/DBQ COMM SCH/UR 78 INCREMENT 31397 31398 0 CENTER TWP/DBQ COMM SCT/DUBUQUE UR 78 INCREMENT 31399 31400 0 DUBUQUE TWP/DBQ COMM SCH/ASBURY FIRE/DUBUQUE UR 78 INCREMENT 31401 31402 0 Urban Renewal Area Value by Class - 1/1/2013 for FY 2015 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 151,646 0 89,741,224 37,270,310 0 0 127,163,180 0 127,163,180 Taxable 65,814 0 85,254,165 35,406,796 0 0 120,726,775 0 120,726,775 Homestead Credits 1k g TIF Sp. Rev. Fund Cash Balance Amount of 07-01-2014 Cash Balance as of 07-01-2014: 1,118,874 0 Restricted for LMI TIF Revenue: 3,631,344 TIF Sp. Revenue Fund Interest: 15,619 Property Tax Replacement Claims 187,731 Asset Sales &Loan Repayments: 1,307,714 Total Revenue: 5,142,408 Rebate Expenditures: 1,711,534 Non-Rebate Expenditures: 2,104,048 Returned to County Treasurer: 0 Total Expenditures: 3,815,582 TIF Sp. Rev. Fund Cash Balance Amount of 06-30-2015 Cash Balance as of 06-30-2015: 2,445,700 A 0 Restricted for LMI Created: Thu Nov 05 14:33:24 CST 2015 Page 2 of 96 Annual Urban Renewal Report, Fiscal Year 2014 - 2015 Projects For DUBUQUE CITY INDUST CNTR UR6 URBAN RENEWAL Theisen Supply Expansion Description: Rebate associated with Theisen Supply expansion Classification: Commercial - warehouses and distribution facilities Physically Complete: Yes Payments Complete: No AY McDonald Expansion Description: Rebate associated with AY McDonald Expansion Classification: Industrial/manufacturing property Physically Complete: Yes Payments Complete: No FedEx Description: FedEx purchase of property Classification: Commercial - warehouses and distribution facilities Physically Complete: Yes Payments Complete: No Green Industrial Supply Description: Rebate associated with Green Industrial Supply building Classification: Commercial - warehouses and distribution facilities Physically Complete: Yes Payments Complete: No TM Logistics Description: Rebate associated with TM Logistics expansion Classification: Commercial - warehouses and distribution facilities Physically Complete: Yes Payments Complete: No IWI Motor Parts Rebate associated with IWI Motor Parts office and Description: distribution building Classification: Commercial - warehouses and distribution facilities Physically Complete: Yes Payments Complete: No Spiegel Family Realty Company Rebate associated with construction of speculative building Description: for Spiegel Family Realty Comapny Classification: Commercial - warehouses and distribution facilities Created: Thu Nov 05 14:33:24 CST 2015 Page 3 of 96 Physically Complete: Yes Payments Complete: No Hormel Description: Rebate associated with construction of Hormel facility Classification: Agribusiness Physically Complete: Yes Payments Complete: No ITC Description: Rebate associated with construction of ITC facility Classification: Commercial - warehouses and distribution facilities Physically Complete: Yes Payments Complete: No Medline Rebate associated with construction of Medline office Description: space Classification: Commercial - office properties Physically Complete: Yes Payments Complete: No Art's Way Rebate associated with construction of the Art's Way Description: facility Classification: Industrial/manufacturing property Physically Complete: Yes Payments Complete: No Vanguard Countertops Rebate associated with the construction of the Vanguard Description: Countertops facility Classification: Industrial/manufacturing property Physically Complete: Yes Payments Complete: No Kendall Hunt Description: Rebate associated with construction of distribution facility Classification: Commercial - warehouses and distribution facilities Physically Complete: Yes Payments Complete: No Theisen Supply TIF bond associated with construction of warehouse Description: facility Classification: Commercial - warehouses and distribution facilities Physically Complete: Yes Created: Thu Nov 05 14:33:24 CST 2015 Page 4 of 96 Payments Complete: No National Dentex Rebate associated with construction of manufacturing Description: facility Classification: Industrial/manufacturing property Physically Complete: Yes Payments Complete: No Giese Description: Rebate associated with construction of Giese building Classification: Industrial/manufacturing property Physically Complete: Yes Payments Complete: No Giese II Description: Rebate associated with expansion of Giese building Classification: Industrial/manufacturing property Physically Complete: Yes Payments Complete: No McGraw Hill Rebate associated with construction of McGraw Hill Description: building Classification: Commercial - warehouses and distribution facilities Physically Complete: Yes Payments Complete: No Tri-State Industries Description: Rebate associated with construction of Tri-States building Classification: Industrial/manufacturing property Physically Complete: Yes Payments Complete: No Dubuque Screw Products Rebate associated with construction of Dubuque Screw Description: Products Classification: Industrial/manufacturing property Physically Complete: Yes Payments Complete: No Adams Company TIF bond associated with construction of manufacturing Description: facility Classification: Industrial/manufacturing property Physically Complete: Yes Payments Complete: No Created: Thu Nov 05 14:33:24 CST 2015 Page 5 of 96 Walter Development Description: Land sale for spec building and later, a TIF rebate Classification: Commercial - warehouses and distribution facilities Physically Complete: Yes Payments Complete: No Dubuque Industrial Center Expansion Description: Bergfeld Recreation Area/Trail/Synergy Court Recreational facilities (lake development, parks, ball fields, Classification: trails) Physically Complete: Yes Payments Complete: No North Siegert Farm Expansion Expansion of Dubuque Industrial Center for business development, including engineering, grading, paving, and Description: uilities Classification: Roads, Bridges &Utilities Physically Complete: Yes Payments Complete: No South Siegert Farm Expansion 110 acre Expansion of Dubuque Industrial Center for business development, including engineering, grading, Description: paving, and utilities Classification: Roads, Bridges &Utilities Physically Complete: Yes Payments Complete: No County Farm Industrial Site Development Description: Engineering, roads, grading, consulting Classification: Roads, Bridges &Utilities Physically Complete: No Payments Complete: No Greater Dubuque Development Corporation contract Contract for service to promote business retention,expansion, recruitment and workforce Description: development Classification: Administrative expenses Physically Complete: No Payments Complete: No Tri State Quality Metals Rebate associated with construction of TSQM's new Description: facility Created: Thu Nov 05 14:33:24 CST 2015 Page 6 of 96 Classification: Industrial/manufacturing property Physically Complete: Yes Payments Complete: No American TankNessel Systems Description: TIF bond associated with American Tank Classification: Commercial - office properties Physically Complete: Yes Payments Complete: No Bergfeld Recreation Expansion Description: Internal Loan for Acquisition/development Classification: Acquisition of property Physically Complete: Yes Payments Complete: No Graf Farm Expansion Description: 166 Acre Expansion for future business development Classification: Acquisition of property Physically Complete: No Payments Complete: No Created: Thu Nov 05 14:33:24 CST 2015 Page 7 of 96 6 Annual Urban Renewal Report, Fiscal Year 2014 - 2015 Debts/Obligations For DUBUQUE CITY INDUST CNTR UR6 URBAN RENEWAL P&L Ventures (National Dentex) Debt/Obligation Type: Rebates Principal: 114,745 Interest: 0 Total: 114,745 Annual Appropriation?: No Date Incurred: 01/01/2006 FY of Last Payment: 2018 Dubuque Screw Products Debt/Obligation Type: Rebates Principal: 204,797 Interest: 0 Total: 204,797 Annual Appropriation?: No Date Incurred: 01/01/2007 FY of Last Payment: 2018 Tri-State Industries Debt/Obligation Type: Rebates Principal: 156,513 Interest: 0 Total: 156,513 Annual Appropriation?: No Date Incurred: 01/01/2004 FY of Last Payment: 2017 Arts Way Debt/Obligation Type: Rebates Principal: 191,023 Interest: 0 Total: 191,023 Annual Appropriation?: No Date Incurred: 01/01/2007 FY of Last Payment: 2019 Spiegel Spec Building Debt/Obligation Type: Rebates Principal: 858,601 Interest: 0 Total: 858,601 Annual Appropriation?: No Created: Thu Nov 05 14:33:24 CST 2015 Page 8 of 96 Date Incurred: 01/01/2007 FY of Last Payment: 2019 Kendall Hunt Debt/Obligation Type: Rebates Principal: 507,215 Interest: 0 Total: 507,215 Annual Appropriation?: No Date Incurred: 01/01/2007 FY of Last Payment: 2019 Hormel Debt/Obligation Type: Rebates Principal: 4,750,376 Interest: 0 Total: 4,750,376 Annual Appropriation?: No Date Incurred: 01/01/2007 FY of Last Payment: 2021 Vanguard Debt/Obligation Type: Rebates Principal: 141,162 Interest: 0 Total: 141,162 Annual Appropriation?: No Date Incurred: 01/01/2006 FY of Last Payment: 2022 Medline Debt/Obligation Type: Rebates Principal: 761,570 Interest: 0 Total: 761,570 Annual Appropriation?: No Date Incurred: 01/01/2007 FY of Last Payment: 2019 Giese II Debt/Obligation Type: Rebates Principal: 20,214 Interest: 0 Total: 20,214 Annual Appropriation?: No Date Incurred: 01/01/2007 FY of Last Payment: 2019 TM Logistics (Walter) Created: Thu Nov 05 14:33:24 CST 2015 Page 9 of 96 Debt/Obligation Type: Rebates Principal: 168,316 Interest: 0 Total: 168,316 Annual Appropriation?: No Date Incurred: 01/01/2011 FY of Last Payment: 2018 Series 2012I - DICW Expansion Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 675,000 Interest: 10,000 Total: 685,000 Annual Appropriation?: No Date Incurred: 04/18/2005 FY of Last Payment: 2016 Series 2005B - DICW Expansion Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 3,195,000 Interest: 632,287 Total: 3,827,287 Annual Appropriation?: No Date Incurred: 04/18/2005 FY of Last Payment: 2021 Series 2008B - DICW Expansion Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 305,000 Interest: 67,237 Total: 372,237 Annual Appropriation?: No Date Incurred: 11/04/2008 FY of Last Payment: 2023 Series 2008C - DICW Expansion Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 1,560,000 Interest: 220,487 Total: 1,780,487 Annual Appropriation?: No Date Incurred: 11/04/2008 FY of Last Payment: 2018 Series 2009B - North Siegert Expansion Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 1,560,000 Interest: 663,794 Total: 2,223,794 Created: Thu Nov 05 14:33:24 CST 2015 Page 10 of 96 Annual Appropriation?: No Date Incurred: 11/05/2009 FY of Last Payment: 2029 Series 2011B - South Siegert Expansion Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 331,297 Interest: 96,784 Total: 428,081 Annual Appropriation?: No Date Incurred: 08/01/2011 FY of Last Payment: 2026 Series 2012C - South Siegert Expansion Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 3,805,000 Interest: 1,287,280 Total: 5,092,280 Annual Appropriation?: No Date Incurred: 06/04/2012 FY of Last Payment: 2032 Series 2012D - South Siegert Expansion Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 410,000 Interest: 131,656 Total: 541,656 Annual Appropriation?: No Date Incurred: 06/04/2012 FY of Last Payment: 2032 Bergfeld Recreation Area/Trail/Synergy Court Debt/Obligation Type: Internal Loans Principal: 4,673,689 Interest: 0 Total: 4,673,689 Annual Appropriation?: Yes Date Incurred: 01/01/2004 FY of Last Payment: 2045 North Siegert Farm Expansion Debt/Obligation Type: Internal Loans Principal: 163,737 Interest: 0 Total: 163,737 Annual Appropriation?: Yes Date Incurred: 01/01/2009 FY of Last Payment: 2045 Created: Thu Nov 05 14:33:24 CST 2015 Page 11 of 96 IWI Motor Parts Debt/Obligation Type: Rebates Principal: 694,532 Interest: 0 Total: 694,532 Annual Appropriation?: No Date Incurred: 01/01/2012 FY of Last Payment: 2022 Vessel Systems Debt/Obligation Type: TIF Revenue Bonds/Notes Principal: 19,435 Interest: 1,175 Total: 20,610 Annual Appropriation?: No Date Incurred: 01/01/2004 FY of Last Payment: 2015 Adams Company Debt/Obligation Type: TIF Revenue Bonds/Notes Principal: 45,455 Interest: 1,850 Total: 47,305 Annual Appropriation?: No Date Incurred: 01/01/2004 FY of Last Payment: 2015 Theisen Supply Inc Debt/Obligation Type: TIF Revenue Bonds/Notes Principal: 407,478 Interest: 77,847 Total: 485,325 Annual Appropriation?: No Date Incurred: 11/22/2006 FY of Last Payment: 2018 South Siegert Development Debt/Obligation Type: Internal Loans Principal: 2,993 Interest: 0 Total: 2,993 Annual Appropriation?: Yes Date Incurred: 01/01/2012 FY of Last Payment: 2045 Series 2012H - DICW Expansion Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 151,462 Created: Thu Nov 05 14:33:24 CST 2015 Page 12 of 96 Interest: 39,021 Total: 190,483 Annual Appropriation?: No Date Incurred: 06/01/2012 FY of Last Payment: 2032 Tri State Quality Metals Debt/Obligation Type: Rebates Principal: 653,512 Interest: 0 Total: 653,512 Annual Appropriation?: No Date Incurred: 03/17/2014 FY of Last Payment: 2026 Theisen Supply II Debt/Obligation Type: Rebates Principal: 148,839 Interest: 0 Total: 148,839 Annual Appropriation?: No Date Incurred: 02/20/2012 FY of Last Payment: 2018 Green Industrial Supply Debt/Obligation Type: Rebates Principal: 1,770,183 Interest: 0 Total: 1,770,183 Annual Appropriation?: No Date Incurred: 08/15/2011 FY of Last Payment: 2019 AY McDonald Debt/Obligation Type: Rebates Principal: 79,088 Interest: 0 Total: 79,088 Annual Appropriation?: Yes Date Incurred: 12/01/2014 FY of Last Payment: 2019 County Farm Development Debt/Obligation Type: Internal Loans Principal: 2,286,175 Interest: 0 Total: 2,286,175 Annual Appropriation?: Yes Date Incurred: 01/01/1997 Created: Thu Nov 05 14:33:24 CST 2015 Page 13 of 96 FY of Last Payment: 2045 Series 2012H - Land Acquisition Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 151,462 Interest: 44,311 Total: 195,773 Annual Appropriation?: No Date Incurred: 11/01/2013 FY of Last Payment: 2032 Series 2014C - Land Acquisition Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 1,640,000 Interest: 671,626 Total: 2,311,626 Annual Appropriation?: No Date Incurred: 11/17/2014 FY of Last Payment: 2034 Created: Thu Nov 05 14:33:24 CST 2015 Page 14 of 96 6 Annual Urban Renewal Report, Fiscal Year 2014 - 2015 Non-Rebates For DUBUQUE CITY INDUST CNTR UR6 URBAN RENEWAL TIF Expenditure Amount: 356,750 Tied To Debt: Series 2012I - DICW Expansion Tied To Project: County Farm Industrial Site Development TIF Expenditure Amount: 276,717 Tied To Debt: Series 2005B - DICW Expansion Tied To Project: County Farm Industrial Site Development TIF Expenditure Amount: 42,575 Tied To Debt: Series 2008B - DICW Expansion Tied To Project: North Siegert Farm Expansion TIF Expenditure Amount: 439,912 Tied To Debt: Series 2008C - DICW Expansion Tied To Project: North Siegert Farm Expansion TIF Expenditure Amount: 130,788 Tied To Debt: Series 2009B - North Siegert Expansion Tied To Project: South Siegert Farm Expansion TIF Expenditure Amount: 34,992 Tied To Debt: Series 2011B - South Siegert Expansion Tied To Project: South Siegert Farm Expansion TIF Expenditure Amount: 272,933 Tied To Debt: Series 2012C - South Siegert Expansion Tied To Project: South Siegert Farm Expansion TIF Expenditure Amount: 27,462 Tied To Debt: Series 2012D - South Siegert Expansion Tied To Project: South Siegert Farm Expansion TIF Expenditure Amount: 20,530 Tied To Debt: Vessel Systems Tied To Project: Art's Way TIF Expenditure Amount: 120,000 Tied To Debt: Theisen Supply Inc Tied To Project: Theisen Supply TIF Expenditure Amount: 10,310 Tied To Debt: Series 2012H - DICW Expansion Tied To Project: South Siegert Farm Expansion Created: Thu Nov 05 14:33:24 CST 2015 Page 15 of 96 TIF Expenditure Amount: 47,305 Tied To Debt: Adams Company Tied To Project: Adams Company TIF Expenditure Amount: 296,370 Tied To Debt: County Farm Development Tied To Project: Greater Dubuque Development Corporation contract TIF Expenditure Amount: 27,404 Tied To Debt: Series 2014C - Land Acquisition Tied To Project: Graf Farm Expansion Created: Thu Nov 05 14:33:24 CST 2015 Page 16 of 96 6 Annual Urban Renewal Report, Fiscal Year 2014 - 2015 Rebates For DUBUQUE CITY INDUST CNTR UR6 URBAN RENEWAL Giese II TIF Expenditure Amount: 4,267 Rebate Paid To: Giese Tied To Debt: Giese 11 Tied To Project: Giese II Projected Final FY of Rebate: 2019 Spiegel Family Realty TIF Expenditure Amount: 232,334 Rebate Paid To: Spiegel Family Realty Tied To Debt: Spiegel Spec Building Tied To Project: Spiegel Family Realty Company Projected Final FY of Rebate: 2019 Vanguard Countertops TIF Expenditure Amount: 33,879 Rebate Paid To: Vanguard Countertops Tied To Debt: Vanguard Tied To Project: Vanguard Countertops Projected Final FY of Rebate: 2022 Heller Family Realty TIF Expenditure Amount: 47,171 Rebate Paid To: Heller Family Realty Tied To Debt: Tri-State Industries Tied To Project: Tri-State Industries Projected Final FY of Rebate: 2017 Medline Industries TIF Expenditure Amount: 221,705 Rebate Paid To: Medline Industries Tied To Debt: Medline Tied To Project: Medline Projected Final FY of Rebate: 2019 Arts Way TIF Expenditure Amount: 20,917 Rebate Paid To: Arts Way Tied To Debt: Arts Way Tied To Project: Art's Way Projected Final FY of Rebate: 2019 Created: Thu Nov 05 14:33:24 CST 2015 Page 17 of 96 Kendall Hunt Publishing TIF Expenditure Amount: 134,850 Rebate Paid To: Kendall Hunt Publishing Tied To Debt: Kendall Hunt Tied To Project: Kendall Hunt Projected Final FY of Rebate: 2019 Hormel Foods TIF Expenditure Amount: 610,810 Rebate Paid To: Hormel Foods Tied To Debt: Hormel Tied To Project: Hormel Projected Final FY of Rebate: 2021 Dubuque Screw Products TIF Expenditure Amount: 39,447 Rebate Paid To: Dubuque Screw Products Tied To Debt: Dubuque Screw Products Tied To Project: Dubuque Screw Products Projected Final FY of Rebate: 2018 P&L Ventures TIF Expenditure Amount: 18,711 Rebate Paid To: P&L Ventures Tied To Debt: P&L Ventures (National Dentex) Tied To Project: National Dentex Projected Final FY of Rebate: 2018 Walter Development (TM) TIF Expenditure Amount: 27,191 Rebate Paid To: Walter Development (TM) Tied To Debt: TM Logistics (Walter) Tied To Project: TM Logistics Projected Final FY of Rebate: 2018 Faley Properties (IWI Motor Parts) TIF Expenditure Amount: 102,447 Rebate Paid To: IWI Motor Parts Tied To Debt: IWI Motor Parts Tied To Project: IWI Motor Parts Projected Final FY of Rebate: 2017 Green Industrial Supply TIF Expenditure Amount: 199,755 Rebate Paid To: Green Industrial Supply Tied To Debt: Green Industrial Supply Tied To Project: Green Industrial Supply Created: Thu Nov 05 14:33:24 CST 2015 Page 18 of 96 Projected Final FY of Rebate: 2019 Theisen Supply TIF Expenditure Amount: 18,050 Rebate Paid To: Theisen Supply Tied To Debt: Theisen Supply Inc Tied To Project: Theisen Supply Expansion Projected Final FY of Rebate: 2019 Created: Thu Nov 05 14:33:24 CST 2015 Page 19 of 96 1 6 Annual Urban Renewal Report, Fiscal Year 2014 - 2015 Jobs For DUBUQUE CITY INDUST CNTR UR6 URBAN RENEWAL Project: Theisen Supply Expansion Company Name: Thisen Supply, Inc. Date Agreement Began: 02/20/2012 Date Agreement Ends: 05/01/2022 Number of Jobs Created or Retained: 41 Total Annual Wages of Required Jobs: 0 Total Estimated Private Capital Investment: 2,495,000 Total Estimated Cost of Public Infrastructure: 0 Project: AY McDonald Expansion Company Name: A.Y. McDonald Mfg. Co. Date Agreement Began: 12/15/2011 Date Agreement Ends: 05/01/2024 Number of Jobs Created or Retained: 323 Total Annual Wages of Required Jobs: 0 Total Estimated Private Capital Investment: 2,613,872 Total Estimated Cost of Public Infrastructure: 0 Project: Green Industrial Supply Company Name: Green Industrial Supply Date Agreement Began: 08/15/2011 Date Agreement Ends: 05/01/2024 Number of Jobs Created or Retained: 46 Total Annual Wages of Required Jobs: 0 Total Estimated Private Capital Investment: 11,133,880 Total Estimated Cost of Public Infrastructure: 0 Project: TM Logistics Walter Development, LLC and Company Name: TM, INC. Date Agreement Began: 05/16/2011 Date Agreement Ends: 05/01/2018 Number of Jobs Created or Retained: 123 Total Annual Wages of Required Jobs: 0 Total Estimated Private Capital Investment: 1,261,600 Total Estimated Cost of Public Infrastructure: 0 Project: Spiegel Family Realty Company Company Name: Spiegel Family Realty Company Date Agreement Began: 09/15/2008 Date Agreement Ends: 05/01/2018 Number of Jobs Created or Retained: 10 Total Annual Wages of Required Jobs: 0 Total Estimated Private Capital Investment: 8,826,400 Total Estimated Cost of Public Infrastructure: 0 Project: Hormel Company Name: Progressive Packaging LLC Date Agreement Began: 04/21/2008 Date Agreement Ends: 05/01/2021 Created: Thu Nov 05 14:33:24 CST 2015 Page 20 of 96 Number of Jobs Created or Retained: 206 Total Annual Wages of Required Jobs: 0 Total Estimated Private Capital Investment: 92,955,000 Total Estimated Cost of Public Infrastructure: 0 Project: ITC Company Name: ITC Midwest LLC Date Agreement Began: 03/03/2008 Date Agreement Ends: 05/01/2018 Number of Jobs Created or Retained: 40 Total Annual Wages of Required Jobs: 0 Total Estimated Private Capital Investment: 3,371,000 Total Estimated Cost of Public Infrastructure: 0 Project: Medline Company Name: Medline Industries, Inc. Date Agreement Began: 11/19/2007 Date Agreement Ends: 05/01/2018 Number of Jobs Created or Retained: 414 Total Annual Wages of Required Jobs: 0 Total Estimated Private Capital Investment: 7,751,600 Total Estimated Cost of Public Infrastructure: 0 Project: Art's Way Company Name: Art's-Way Vessels, Inc. Date Agreement Began: 08/06/2007 Date Agreement Ends: 05/01/2018 Number of Jobs Created or Retained: 16 Total Annual Wages of Required Jobs: 0 Total Estimated Private Capital Investment: 1,532,700 Total Estimated Cost of Public Infrastructure: 0 Project: Kendall Hunt Kendall/Hunt Publishing Company, Westmakr Enterprises, Inc., and Great River Company Name: Technologies, LLC. Date Agreement Began: 04/02/2007 Date Agreement Ends: 05/01/2018 Number of Jobs Created or Retained: 176 Total Annual Wages of Required Jobs: 0 Total Estimated Private Capital Investment: 4,989,000 Total Estimated Cost of Public Infrastructure: 0 Project: Theisen Supply Chavenelle Warehouse Development, LLC, and Theisen Company Name: Supply, Inc. Date Agreement Began: 06/19/2006 Date Agreement Ends: 07/01/2016 Number of Jobs Created or Retained: 58 Total Annual Wages of Required Jobs: 0 Total Estimated Private Capital Investment: 4,012,589 Total Estimated Cost of Public Infrastructure: 0 Created: Thu Nov 05 14:33:24 CST 2015 Page 21 of 96 Project: National Dentex P&L Venture, LLC, and National Company Name: Dentex Date Agreement Began: 10/30/2006 Date Agreement Ends: 07/01/2016 Number of Jobs Created or Retained: 57 Total Annual Wages of Required Jobs: 0 Total Estimated Private Capital Investment: 1,600,000 Total Estimated Cost of Public Infrastructure: 0 Project: Dubuque Screw Products Company Name: Dubuque Screw Products, Inc. Date Agreement Began: 06/19/2006 Date Agreement Ends: 05/01/2019 Number of Jobs Created or Retained: 43 Total Annual Wages of Required Jobs: 0 Total Estimated Private Capital Investment: 1,227,571 Total Estimated Cost of Public Infrastructure: 0 Project: Giese II Giese Properties, LLC and Giese Company Name: Manufacturing Company, Inc. Date Agreement Began: 07/17/2006 Date Agreement Ends: 07/01/2016 Number of Jobs Created or Retained: 2 Total Annual Wages of Required Jobs: 0 Total Estimated Private Capital Investment: 886,040 Total Estimated Cost of Public Infrastructure: 0 Project: American Tank/Vessel Systems Company Name: Vessel Systems, Inc. Date Agreement Began: 06/02/2003 Date Agreement Ends: 07/01/2016 Number of Jobs Created or Retained: 16 Total Annual Wages of Required Jobs: 0 Total Estimated Private Capital Investment: 1,191,490 Total Estimated Cost of Public Infrastructure: 0 Project: Giese Giese Properties, L.L.C. and Giese Company Name: Manufacutring Company, Inc. Date Agreement Began: 03/04/2002 Date Agreement Ends: 04/01/2015 Number of Jobs Created or Retained: 52 Total Annual Wages of Required Jobs: 0 Total Estimated Private Capital Investment: 1,215,000 Total Estimated Cost of Public Infrastructure: 0 Project: McGraw Hill Company Name: The McGraw-Hill Companies, Inc. Date Agreement Began: 10/15/2001 Date Agreement Ends: 04/01/2015 Number of Jobs Created or Retained: 110 Total Annual Wages of Required Jobs: 0 Total Estimated Private Capital Investment: 6,934,000 Created: Thu Nov 05 14:33:24 CST 2015 Page 22 of 96 Total Estimated Cost of Public Infrastructure: 0 Project: IWI Motor Parts Faley Properties, L.L.C. and Faley Company Name: Enterprises, Inc. Date Agreement Began: 02/07/2011 Date Agreement Ends: 05/01/2022 Number of Jobs Created or Retained: 56 Total Annual Wages of Required Jobs: 0 Total Estimated Private Capital Investment: 3,002,140 Total Estimated Cost of Public Infrastructure: 0 Project: Vanguard Countertops Malay Holdings, LLC and Company Name: Vanguard Countertops, Inc. Date Agreement Began: 06/02/2008 Date Agreement Ends: 05/01/2018 Number of Jobs Created or Retained: 10 Total Annual Wages of Required Jobs: 0 Total Estimated Private Capital Investment: 1,577,750 Total Estimated Cost of Public Infrastructure: 0 Project: Walter Development Company Name: DDI, Inc. Date Agreement Began: 10/25/1999 Date Agreement Ends: 07/01/2014 Number of Jobs Created or Retained: 15 Total Annual Wages of Required Jobs: 0 Total Estimated Private Capital Investment: 900,000 Total Estimated Cost of Public Infrastructure: 0 Created: Thu Nov 05 14:33:24 CST 2015 Page 23 of 96 al Report, Fiscal Year 2014 - 2015 TIF Taxing District Data Collection Local Government Name: DUBUQUE (31G288) Urban Renewal Area: DUBUQUE CITY INDUST CNTR UR6 URBAN RENEWAL (31002) TIF Taxing District Name: DUBUQUE CITY/DBQ COMM SCH/UR 5 INCREM TIF Taxing District Inc. Number: 31078 TIF Taxing District Base Year: 1987 UR resignation Slum No FY TIF Revenue First Received: 1991 Blighted No Subject to a Statutory end date? No Economic Development 05/1988 TIF Taxing District Value by Class - 1/1/2013 for FY 2015 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 0 0 30,316,289 3,361,770 0 0 33,678,059 0 ' 33,678,059 Taxable 0 0 28,800,474 3,193,682 0 0 31,994,156 0 31,994,156 Homestead Credits 0 Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2015 54,310 31,994,156 31,994,156 0 0 FY 2015 TIF Revenue Received: 0 TIF Taxing District Data Collection Local Government Name: DUBUQUE (31G288) Urban Renewal Area: DUBUQUE CITY INDUST CNTR UR6 URBAN RENEWAL (31002) TIF Taxing District Name: DUBUQUE CITY/DBQ COMM SCH/UR 6 INCREM TIF Taxing District Inc. Number: 31080 TIF Taxing District Base Year: 0 FY TIF Revenue First Received: 1998 UR resignation Slum No Subject to a Statutory end date? Yes Blighted No Fiscal year this TIF Taxing District Economic Development 10/1997 statutorily ends: 2019 TIF Taxing District Value by Class - 1/1/2013 for FY 2015 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 0 0 59,424,935 33,908,540 0 0 93,333,475 0 93,333,475 Taxable 0 0 56,453,691 32,213,114 0 0 88,666,805 0 88,666,805 Homestead Credits 1 0 Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2015 55,898 88,666,805 88,666,805 0 0 FY 2015 TIF Revenue Received: 3,631,344 Created: Thu Nov 05 14:33:24 CST 2015 Page 24 of 96 al Report, Fiscal Year 2014 - 2015 TIF Taxing District Data Collection Local Government Name: DUBUQUE (31G288) Urban Renewal Area: DUBUQUE CITY INDUST CNTR UR6 URBAN RENEWAL (31002) TIF Taxing District Name: DUBUQUE CITY/DBQ COMM SCH/UR 32 INCREM TIF Taxing District Inc. Number: 31167 TIF Taxing District Base Year: 1990 UR Designation Slum No FY TIF Revenue First Received: 1991 Blighted No Subject to a Statutory end date? No Economic Development 05/1988 TIF Taxing District Value by Class - 1/1/2013 for FY 2015 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 0 0 0 0 0 0 0 0 Taxable 0 0 0 0 0 0 0 0 Homestead Credits Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2015 15,875,900 0 0 0 0 FY 2015 TIF Revenue Received: 0 TIF Taxing District Data Collection Local Government Name: DUBUQUE (31G288) Urban Renewal Area: DUBUQUE CITY INDUST CNTR UR6 URBAN RENEWAL (31002) TIF Taxing District Name: DUBUQUE CITY AG/DBQ COMM SCH/UR 32 INCREM TIF Taxing District Inc. Number: 31169 TIF Taxing District Base Year: 1990 UR Designation Slum No FY TIF Revenue First Received: 1991 Blighted No Subject to a Statutory end date? No Economic Development 05/1988 1 TIF Taxing District Value by Class - 1/1/2013 for FY 2015 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 151,231 0 0 0 0 0 151,231 0 151,231 Taxable 65,634 0 0 0 0 0 65,634 0 65,634 Homestead Credits 0 1 Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2015 24,420 65,634 65,634 0 0 FY 2015 TIF Revenue Received: 0 Created: Thu Nov 05 14:33:24 CST 2015 Page 25 of 96 al Report, Fiscal Year 2014 - 2015 TIF Taxing District Data Collection Local Government Name: DUBUQUE (31G288) Urban Renewal Area: DUBUQUE CITY INDUST CNTR UR6 URBAN RENEWAL (31002) TIF Taxing District Name: DUBUQUE CITY AG/DBQ COMM SCH/UR 5 INCREMENT TIF Taxing District Inc. Number: 31191 TIF Taxing District Base Year: 1987 UR Designation Slum No FY TIF Revenue First Received: 1991 Blighted No Subject to a Statutory end date? No Economic Development 05/1988 TIF Taxing District Value by Class - 1/1/2013 for FY 2015 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 415 0 0 0 0 0 415 0 Taxable 180 0 0 0 0 0 180 0 Homestead Credits Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2015 0 180 180 0 0 FY 2015 TIF Revenue Received: 0 TIF Taxing District Data Collection Local Government Name: DUBUQUE (31G288) Urban Renewal Area: DUBUQUE CITY INDUST CNTR UR6 URBAN RENEWAL (31002) TIF Taxing District Name: DUBUQUE CITY/DBQ COMM SCH/UR 78 INCREMENT TIF Taxing District Inc. Number: 31396 TIF Taxing District Base Year: 2010 UR Designation Slum No FY TIF Revenue First Received: 2016 Blighted No Subject to a Statutory end date? No Economic Development 06/2013 TIF Taxing District Value by Class - 1/1/2013 for FY 2015 1 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 0 0 0 0 0 0 0 0 Taxable 0 0 0 0 0 0 0 0 Homestead Credits Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2015 220,910 0 0 0 0 FY 2015 TIF Revenue Received: 0 Created: Thu Nov 05 14:33:24 CST 2015 Page 26 of 96 al Report, Fiscal Year 2014 - 2015 TIF Taxing District Data Collection Local Government Name: DUBUQUE (31G288) Urban Renewal Area: DUBUQUE CITY INDUST CNTR UR6 URBAN RENEWAL (31002) TIF Taxing District Name: DUBUQUE CITY AG/DBQ COMM SCH/UR 78 INCREMENT TIF Taxing District Inc. Number: 31398 TIF Taxing District Base Year: 2010 UR Designation Slum No FY TIF Revenue First Received: 2013 Blighted No Subject to a Statutory end date? No Economic Development 06/2013 TIF Taxing District Value by Class - 1/1/2013 for FY 2015 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 0 0 0 0 0 0 0 0 Taxable 0 0 0 0 0 0 0 0 Homestead Credits Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2015 220,910 0 0 0 0 FY 2015 TIF Revenue Received: 0 TIF Taxing District Data Collection Local Government Name: DUBUQUE (31G288) Urban Renewal Area: DUBUQUE CITY INDUST CNTR UR6 URBAN RENEWAL (31002) TIF Taxing District Name: CENTER TWP/DBQ COMM SCH/DUBUQUE UR 78 INCREMENT TIF Taxing District Inc. Number: 31400 TIF Taxing District Base Year: 2010 UR Designation Slum No FY TIF Revenue First Received: 2016 Blighted No Subject to a Statutory end date? No Economic Development 06/2013 TIF Taxing District Value by Class - 1/1/2013 for FY 2015 1 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 0 0 0 0 0 0 0 0 Taxable 0 0 0 0 0 0 0 0 Homestead Credits Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2015 0 0 0 0 0 FY 2015 TIF Revenue Received: 0 Created: Thu Nov 05 14:33:24 CST 2015 Page 27 of 96 al Report, Fiscal Year 2014 - 2015 TIF Taxing District Data Collection Local Government Name: DUBUQUE (31G288) Urban Renewal Area: DUBUQUE CITY INDUST CNTR UR6 URBAN RENEWAL (31002) TIF Taxing District Name: DUBUQUE TWP/DBQ COMM SCH/ASBURY FIRE/DUBUQUE UR 78 INCREMENT TIF Taxing District Inc. Number: 31402 TIF Taxing District Base Year: 2010 UR Designation Slum No FY TIF Revenue First Received: 2016 Blighted No Subject to a Statutory end date? No Economic Development 06/2013 TIF Taxing District Value by Class - 1/1/2013 for FY 2015 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 0 0 0 0 0 0 0 0 Taxable 0 0 0 0 0 0 0 0 Homestead Credits Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2015 0 0 0 0 0 FY 2015 TIF Revenue Received: 0 Created: Thu Nov 05 14:33:24 CST 2015 Page 28 of 96 Urban Renewal Area Data Collection Local Government Name: DUBUQUE (31G288) Urban Renewal Area: DUBUQUE CITY INDUST CNTR SOUTH UR26 URBAN RENEWAL UR Area Number: 31018 UR Area Creation Date: 04/1997 To develop and redevelop the Dubuque Industrial Center South for economic development activities, primarily industrial park development, through the provision of development sites, public infrastructure, amenities and UR Area Purpose: financial incentives. Base Increment Increment Tax Districts within this Urban Renewal Area Value No. No. Used DUBUQUE CITY/DBQ COMM SCH/UR 26INCREM 31124 31123 14,237,016 Urban Renewal Area Value by Class - 1/1/2013 for FY 2015 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 0 0 14,986,331 0 0 0 14,986,331 014,986,331 Taxable 0 0 14,237,016 0 0 0 14,237,016 0 14,237,016 Homestead Credits 0 TIF Sp. Rev. Fund Cash Balance Amount of 07-01-2014 Cash Balance as of 07-01-2014: 107,921 0 Restricted for LIM TIF Revenue: 426,801 TIF Sp. Revenue Fund Interest: 1,671 Property Tax Replacement Claims 20,769 Asset Sales & Loan Repayments: 0 Total Revenue: 449,241 Rebate Expenditures: 188,535 Non-Rebate Expenditures: 265,976 Returned to County Treasurer: 0 Total Expenditures: 454,511 PW Created: Thu Nov 05 14:33:24 CST 2015 Page 29 of 96 ♦ Annual Urban Renewal Report, Fiscal Year 2014 - 2015 Projects For DUBUQUE CITY INDUST CNTR SOUTH UR26 URBAN RENEWAL Sedgwick Description: Rebate for construction of commercial office Classification: Commercial - office properties Physically Complete: Yes Payments Complete: No Sedgwick Phase II Description: Rebate for expansion of commercial office Classification: Commercial - office properties Physically Complete: Yes Payments Complete: No Entegee Description: Rebate for construction of commercial office building Classification: Commercial - office properties Physically Complete: Yes Payments Complete: No Kunkel Bounds Rebate associated with construction of commercial office Description: facility. Classification: Commercial - office properties Physically Complete: Yes Payments Complete: No Technology Park Development Development of Dubuque Technology Park, including Description: engineering, grading, paving, and uilities Classification: Roads, Bridges &Utilities Physically Complete: Yes Payments Complete: No Greater Dubuque Development Corporation contract Contract for service to promote business retention,expansion, recruitment and workforce Description: development Classification: Administrative expenses Physically Complete: No Payments Complete: No Water/Sewer Utility Extension Created: Thu Nov 05 14:33:24 CST 2015 Page 30 of 96 Description: Water/Sewer Utility Extension Classification: Roads, Bridges &Utilities Physically Complete: No Payments Complete: No Rockfarm Holdings Description: Rebate for construction of commercial office Classification: Commercial - office properties Physically Complete: No Payments Complete: No Created: Thu Nov 05 14:33:24 CST 2015 Page 31 of 96 �+ Annual Urban Renewal Report, Fiscal Year 2014 - 2015 Debts/Obligations For DUBUQUE CITY INDUST CNTR SOUTH UR26 URBAN RENEWAL Internal Loan - General Fund Debt/Obligation Type: Internal Loans Principal: 3,321,530 Interest: 0 Total: 3,321,530 Annual Appropriation?: Yes Date Incurred: 07/01/1997 FY of Last Payment: 2018 Kunkel Bounds Rebate Debt/Obligation Type: Rebates Principal: 120,609 Interest: 0 Total: 120,609 Annual Appropriation?: No Date Incurred: 07/01/2006 FY of Last Payment: 2018 Straka Johnson Rebate Debt/Obligation Type: Rebates Principal: 85,008 Interest: 0 Total: 85,008 Annual Appropriation?: No Date Incurred: 07/01/2010 FY of Last Payment: 2019 L&J Properties (Entegee) Debt/Obligation Type: Rebates Principal: 169,309 Interest: 0 Total: 169,309 Annual Appropriation?: No Date Incurred: 07/01/2010 FY of Last Payment: 2019 Series 2012D Airport Utilitiy Extension Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 765,000 Interest: 56,350 Total: 821,350 Annual Appropriation?: No Created: Thu Nov 05 14:33:24 CST 2015 Page 32 of 96 Date Incurred: 06/28/2012 FY of Last Payment: 2018 Series 2012H Granger Creek Trail Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 245,000 Interest: 9,650 Total: 254,650 Annual Appropriation?: No Date Incurred: 06/01/2012 FY of Last Payment: 2018 Conlon Johnson Rebate Debt/Obligation Type: Rebates Principal: 442,419 Interest: 0 Total: 442,419 Annual Appropriation?: No Date Incurred: 07/01/2010 FY of Last Payment: 2018 Created: Thu Nov 05 14:33:24 CST 2015 Page 33 of 96 ♦ Annual Urban Renewal Report, Fiscal Year 2014 - 2015 Non-Rebates For DUBUQUE CITY INDUST CNTR SOUTH UR26 URBAN RENEWAL TIF Expenditure Amount: 3,956 Tied To Debt: Internal Loan - General Fund Tied To Project: Technology Park Development TIF Expenditure Amount: 206,100 Tied To Debt: Series 2012D Airport Utilitiy Extension Tied To Project: Water/Sewer Utility Extension TIF Expenditure Amount: 55,920 Tied To Debt: Series 2012H Granger Creek Trail Tied To Project: Technology Park Development Created: Thu Nov 05 14:33:24 CST 2015 Page 34 of 96 ♦ Annual Urban Renewal Report, Fiscal Year 2014 - 2015 Rebates For DUBUQUE CITY INDUST CNTR SOUTH UR26 URBAN RENEWAL KUNKEL & ASSOCIATES TIF Expenditure Amount: 49,312 Rebate Paid To: KUNKEL & ASSOCIATES Tied To Debt: Kunkel Bounds Rebate Tied To Project: Kunkel Bounds Projected Final FY of Rebate: 2018 CONLON JOHNSON TIF Expenditure Amount: 88,484 Rebate Paid To: CONLON JOHNSON Tied To Debt: Straka Johnson Rebate Tied To Project: Sedgwick Projected Final FY of Rebate: 2018 STRAKA JOHNSON TIF Expenditure Amount: 17,002 Rebate Paid To: STRAKA JOHNSON Tied To Debt: Straka Johnson Rebate Tied To Project: Sedgwick Phase II Projected Final FY of Rebate: 2018 L&J PROPERTIES TIF Expenditure Amount: 33,737 Rebate Paid To: L&J PROPERTIES Tied To Debt: L&J Properties (Entegee) Tied To Project: Entegee Projected Final FY of Rebate: 2018 Created: Thu Nov 05 14:33:24 CST 2015 Page 35 of 96 Year 2014 - 2015 Jobs For DUBUQUE CITY INDUST CNTR SOUTH UR26 URBAN RENEWAL Project: Sedgwick Conlon Johnson Development, Company Name: LLC Date Agreement Began: 08/21/2006 Date Agreement Ends: 05/01/2019 Number of Jobs Created or Retained: 123 Total Annual Wages of Required Jobs: 0 Total Estimated Private Capital Investment: 3,228,500 Total Estimated Cost of Public Infrastructure: 0 Project: Sedgwick Phase II Conlon Johnson Development, Company Name: LLC Date Agreement Began: 10/18/2010 Date Agreement Ends: 05/01/2019 Number of Jobs Created or Retained: 385 Total Annual Wages of Required Jobs: 0 Total Estimated Private Capital Investment: 2,251,000 Total Estimated Cost of Public Infrastructure: 0 Project: Entegee Company Name: L & J Properties Dubuque, LLC Date Agreement Began: 06/18/2007 Date Agreement Ends: 05/01/2018 Number of Jobs Created or Retained: 122 Total Annual Wages of Required Jobs: 0 Total Estimated Private Capital Investment: 1,174,000 Total Estimated Cost of Public Infrastructure: 0 Project: Kunkel Bounds Kunkel Bounds and Associates, Company Name: Inc. Date Agreement Began: 06/19/2006 Date Agreement Ends: 05/01/2018 Number of Jobs Created or Retained: 49 Total Annual Wages of Required Jobs: 0 Total Estimated Private Capital Investment: 1,078,500 Total Estimated Cost of Public Infrastructure: 0 Project: Rockfarm Holdings Company Name: Rockfarm Holdings Date Agreement Began: 10/07/2014 Date Agreement Ends: 05/01/2027 Number of Jobs Created or Retained: 48 Total Annual Wages of Required Jobs: 0 Total Estimated Private Capital Investment: 1,750,000 Total Estimated Cost of Public Infrastructure: 0 Created: Thu Nov 05 14:33:24 CST 2015 Page 36 of 96 TIF Taxing District Data Collection Local Government Name: DUBUQUE (31G288) Urban Renewal Area: DUBUQUE CITY INDUST CNTR SOUTH UR26 URBAN RENEWAL (31018) TIF Taxing District Name: DUBUQUE CITY/DBQ COMM SCH/UR 26 INCREM TIF Taxing District Inc. Number: 31123 TIF Taxing District Base Year: 0 FY TIF Revenue First Received: 2002 UR resignation Slum No Subject to a Statutory end date? Yes Blighted No Fiscal year this TIF Taxing District Economic Development 04/1997 statutorily ends: 2018 TIF Taxing District Value by Class - 1/1/2013 for FY 2015 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 0 0 14,986,331 0 0 0 14,986,331 0 L 14,986,331 Taxable 0 0 14,237,016 0 0 0 14,237,016 014,237,016 Homestead Credits 0 1 Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2015 58,938 14,237,016 14,237,016 0 0 FY 2015 TIF Revenue Received: 426,801 Created: Thu Nov 05 14:33:24 CST 2015 Page 37 of 96 Urban Renewal Area Data Collection Local Government Name: DUBUQUE (31G288) Urban Renewal Area: DUBUQUE CITY GREATER DOWNTOWN URBAN RENEWAL UR Area Number: 31033 UR Area Creation Date: 05/1967 To stimulate, through public actions, private investment within the Downtown area leading to the creation of thriving business districts, high-quality employment opportunities, the development of additional housing units, and the conservation and restoration of UR Area Purpose: historic buildings. Base Increment Increment Tax Districts within this Urban Renewal Area Value No. No. Used DUBUQUE CITY/DBQ COMM SCH/UR 1 INCREM 31071 31070 44,213,993 DUBUQUE CITY/DBQ COMM SCH/UR 2 INCREM 31073 31072 21,745,980 DUBUQUE CITY/DBQ COMM SCH/UR 3 INCREM 31075 31074 303,214 DUBUQUE CITY/DBQ COMM SCH/UR 4 INCREM 31077 31076 0 DUBUQUE CITY/DBQ COMM SCH/UR 7INCREM 31084 31083 2,181,284 DUBUQUE CITY/DBQ COMM SCH/UR 35 INCREM 31179 31180 95,563,723 DUBUQUE CITY/DBQ COMM SCH/UR 37 INCREMENT 31185 31186 286,221 DUBUQUE CITY/DBQ COMM SCH/UR 38 INCREMENT 31187 31188 6,115,440 DUBUQUE CITY/DBQ COMM SCH/UR 53 INCREMENT 31295 31296 2,631,722 DUBUQUE CITY/DBQ COMM SCH/UR55 INCREMENT 31327 31328 5,460,657 DUBUQUE CITY/DBQ COMM SCH/UR56INCREMENT 31329 31330 3,667,968 DUBUQUE CITY/DBQ COMM SCH/UR57 INCREMENT 31331 31332 634,356 DUBUQUE CITY/DBQ COMM SCH/UR 62 INCREMENT 31353 31354 1,101,593 DUBUQUE CITY/DBQ COMM SCH/UR 63 INCREMENT 31355 31356 0 DUBUQUE CITY/DBQ COMM SCH/UR 69 INCREMENT 31375 31376 1,576,287 DUBUQUE CITY/DBQ COMM SCH/UR 70 INCREMENT 31377 31378 14,932,860 DUBUQUE CITY/DBQ COMM SCH/UR 71 INCREMENT 31379 31380 7,224,502 DUBUQUE CITY/DBQ COMM SCH/UR 72 INCREMENT 31381 31382 537,210 DUBUQUE CITY/DBQ COMM SCH/UR 73 INCREMENT 31383 31384 1,654,280 DUBUQUE CITY/DBQ COMM SCH/UR 74 INCREMENT 31385 31386 0 DUBUQUE CITY/DBQ COMM SCH/UR 75 INCREMENT 31387 31388 162,508 DUBUQUE CITY/DBQ COMM SCH/UR 91 INCREMENT 31467 31468 479,735 DUBUQUE CITY/DBQ COMM SCH/UR 93 INCREMENT 31479 31480 106,654 Urban Renewal Area Value by Class - 1/1/2013 for FY 2015 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 0 58,971,480 314,336,807 58,265,900 705,130 -179,644 432,099,673 0 32,099,673 Taxable 0 32,082,094 298,619,840 55,352,614 669,874 -179,644 386,544,778 0 W,778 Homestead Credits 452 TIF Sp. Rev. Fund Cash Balance Amount of 07-01-2014 Cash Balance as of 07-01-2014: 2,226,916 0 Restricted for LMI Created: Thu Nov 05 14:33:24 CST 2015 Page 38 of 96 TIF Revenue: 6,296,412 TIF Sp. Revenue Fund Interest: 111,681 Property Tax Replacement Claims 91,702 Asset Sales &Loan Repayments: 397,192 Total Revenue: 6,896,987 Rebate Expenditures: 1,713,560 Non-Rebate Expenditures: 4,801,217 Returned to County Treasurer: 11,484 Total Expenditures: 6,526,261 Created: Thu Nov 05 14:33:24 CST 2015 Page 39 of 96 ♦ Annual Urban Renewal Report, Fiscal Year 2014 - 2015 Projects For DUBUQUE CITY GREATER DOWNTOWN URBAN RENEWAL Bonson Block Description: Rebate, housing incentive for 3 story rehabilitation Mixed use property (ie: a significant portion is residential Classification: and significant portion is commercial) Physically Complete: Yes Payments Complete: No Spahn and Rose lease Description: Rebate on property tax for lease of old City garage Classification: Commercial - warehouses and distribution facilities Physically Complete: Yes Payments Complete: No Flexsteel Description: Tax rebate for construction of new headquarters Classification: Commercial - office properties Physically Complete: Yes Payments Complete: No Franklin School Rebate and Downtown housing incentive for rehabilitation Description: of Franklin School Commercial - apartment/condos (residential use, classified Classification: commercial) Physically Complete: Yes Payments Complete: No CARADCO Rebate, housing incentive, rehab loan, facade, design and financial consultant grants for rehabilitation of CARADCO Description: building Mixed use property (ie: a significant portion is residential Classification: and significant portion is commercial) Physically Complete: Yes Payments Complete: No Nottingham properties Rebate, housing incentive and facade grant for Description: redevelopment of building Mixed use property (ie: a significant portion is residential Classification: and significant portion is commercial) Created: Thu Nov 05 14:33:24 CST 2015 Page 40 of 96 Physically Complete: Yes Payments Complete: No Betty Jane Block Rebate, housing incentive, rehabilitaiton loan and facade Description: grant for redevelopment of building Mixed use property (ie: a significant portion is residential Classification: and significant portion is commercial) Physically Complete: Yes Payments Complete: No 40 Main TIF revenue bond, housing incentive, and economic development grants for rehabilitation of a 24-unit Description: apartment complex and commercial space Mixed use property (ie: a significant portion is residential Classification: and significant portion is commercial) Physically Complete: Yes Payments Complete: No Crust Rebate, housing incentive for rehabilitation of a mixed use Description: facility including 21 apartments Mixed use property (ie: a significant portion is residential Classification: and significant portion is commercial) Physically Complete: Yes Payments Complete: No WS Live Description: Property tax rebate for rehabilitation of Interstate Building Classification: Commercial - office properties Physically Complete: Yes Payments Complete: No Hotel Julien Rebate, rehab loan, facade and design grants for the Description: rehabilitation of the hotel Classification: Commercial - hotels and conference centers Physically Complete: Yes Payments Complete: No Cottingham and Butler Rebate, rehab loan, facade and design grant for Description: rehabilitation of the Cottingham and Bulter office Classification: Commercial - office properties Physically Complete: Yes Payments Complete: No Created: Thu Nov 05 14:33:24 CST 2015 Page 41 of 96 German Bank Rebate, rehab loan, facade and design grant for Description: rehabilitation of former German Bank building Mixed use property (ie: a significant portion is residential Classification: and significant portion is commercial) Physically Complete: Yes Payments Complete: No Durrant Description: Rebate for rehabilitation of of Durrant office building Classification: Commercial - office properties Physically Complete: Yes Payments Complete: No Port of Dubuque Ramp Description: Construction of parking ramp within the Port of Dubuque Classification: Municipal and other publicly-owned or leased buildings Physically Complete: Yes Payments Complete: No Hartig Rebate, rehab loan and design grant for rehabilitation of Description: office building Classification: Commercial - office properties Physically Complete: Yes Payments Complete: No Star Brewery Description: Rebate for rehabilitation of mixed use facility Mixed use property (ie: a significant portion is residential Classification: and significant portion is commercial) Physically Complete: Yes Payments Complete: No Heartland Financial Description: Rebate for the rehabilitation of former Walsh Store Classification: Commercial - office properties Physically Complete: Yes Payments Complete: No McGraw Hill II Description: Rebate for construction of new facility in Port of Dubuque Classification: Commercial - office properties Physically Complete: Yes Payments Complete: No Created: Thu Nov 05 14:33:24 CST 2015 Page 42 of 96 Roshek Building Description: Rebate for renovation of former Dubuque Building Mixed use property (ie: a significant portion is residential Classification: and significant portion is commercial) Physically Complete: Yes Payments Complete: No Historic Federal Building Previously approved renovation of Historic Federal Description: Building for City office and leased space Classification: Municipal and other publicly-owned or leased buildings Physically Complete: Yes Payments Complete: No Weber Building TIF bond for the rehabilitation of the mixed use Weber Description: Building Mixed use property (ie: a significant portion is residential Classification: and significant portion is commercial) Physically Complete: Yes Payments Complete: No Ice Harbor Development Previously approved property acquisition, parking lots, Description: clean-up and clearance, relocations Classification: Municipal and other publicly-owned or leased buildings Physically Complete: Yes Payments Complete: No Port of Dubuque Parking Ramp Internal Loan for legal notices, engineering division Description: service and consultant fees Classification: Municipal and other publicly-owned or leased buildings Physically Complete: Yes Payments Complete: No Port of Dubuque Parking Lot Construction of Parking Lot in Port of Dubuque for Description: parking and festivals Classification: Municipal and other publicly-owned or leased buildings Physically Complete: Yes Payments Complete: No Kephart's Building Renovation of Kephart's Building for Multicultural Family Description: Center and City offices Classification: Municipal and other publicly-owned or leased buildings Created: Thu Nov 05 14:33:24 CST 2015 Page 43 of 96 Physically Complete: Yes Payments Complete: No Downtown Workforce Recruitment Description: Downtown Workforce Recruitment Classification: Administrative expenses Physically Complete: Yes Payments Complete: No Main Street Streetscape Description: Renovation Street Streetscape Classification: Roads, Bridges &Utilities Physically Complete: Yes Payments Complete: No Millwork Street Reconstruction Description: Reconstruction of Streets in the Millwork District Classification: Roads, Bridges &Utilities Physically Complete: Yes Payments Complete: No Downtown Rehab Consultant Matching fund grants to hire financial consultants for Description: downtown rehabiliation projects Classification: Administrative expenses Physically Complete: No Payments Complete: No IDOT Building Purchase Previously approved purchase of Former ABC Building Description: from IDOT Classification: Municipal and other publicly-owned or leased buildings Physically Complete: Yes Payments Complete: No Kerper Industrial Park Development Description: Environmental/Dredging/Construction/Grading Classification: Commercial - warehouses and distribution facilities Physically Complete: Yes Payments Complete: No 5th and 3rd Street Parking Ramps Description: Construction and Repair of 3rd Street Parking Ramps Classification: Municipal and other publicly-owned or leased buildings Physically Complete: Yes Payments Complete: No Created: Thu Nov 05 14:33:24 CST 2015 Page 44 of 96 Library Renovation Description: Previously approved renovation Carnegie Stout Library Classification: Municipal and other publicly-owned or leased buildings Physically Complete: Yes Payments Complete: No America's River Project Previously approved Conference Center/Riverwalk/Parking Description: Lots/Landscaping/Five Flags Renovation/ Art on the River Classification: Municipal and other publicly-owned or leased buildings Physically Complete: Yes Payments Complete: No Opening of Main Street - 5th to 9th Street Opening of Main Street- Street Description: Improvements/Streetscape/Landscaping/Sidewalk Utilities Classification: Roads, Bridges &Utilities Physically Complete: Yes Payments Complete: No Downtown Housing Incentives $10,000 per unit for development of Rental Units in Downtown, or $15,000 for owner-occupied units Description: Downtown Commercial - apartment/condos (residential use, classified Classification: commercial) Physically Complete: No Payments Complete: No Lower Main Development Description: Renovation of Lower Main Buildings Mixed use property (ie: a significant portion is residential Classification: and significant portion is commercial) Physically Complete: Yes Payments Complete: No Central Parking Ramp Previously approved construction of Parking Ramp on Description: 10th and Central Avenue Classification: Municipal and other publicly-owned or leased buildings Physically Complete: Yes Payments Complete: No Intermodal Facility Construction of Intermodal Facility in Millwork District as Description: well as surrounding parking Classification: Municipal and other publicly-owned or leased buildings Created: Thu Nov 05 14:33:24 CST 2015 Page 45 of 96 Physically Complete: Yes Payments Complete: No 7th Street Improvements and One-Way to Two-Way Description: Street Improvements related to Intermodal Facility Classification: Roads, Bridges &Utilities Physically Complete: No Payments Complete: No Washington Neighborhood Subarea Rehab Loan Pool Description: Rehab Loans to Washington Neighborhood Subarea Mixed use property (ie: a significant portion is residential Classification: and significant portion is commercial) Physically Complete: No Payments Complete: No Morrison Brothers Description: Rebate for renovation of building Classification: Industrial/manufacturing property Physically Complete: Yes Payments Complete: No Planning and Design Grants Matching funds to hire artchitects, engineers, and other professional services for the rehabilitation of buildings Description: downtown Classification: Administrative expenses Physically Complete: No Payments Complete: No Downtown rehabilitation loans Low interest loans with foregiveness for housing units or Description: jobs created for downtown rehabilitation projects Classification: Administrative expenses Physically Complete: No Payments Complete: No Facade grants Matching funds for building facade improvements on Description: downtown rehabiliation projects Classification: Administrative expenses Physically Complete: No Payments Complete: No Mystique Ice Center improvements Installation of new air conditioning, electrical improvements, the purchase of a generator, ice decking Created: Thu Nov 05 14:33:24 CST 2015 Page 46 of 96 Description: and a power factor correction device at the Ice Center Recreational facilities (lake development, parks, ball fields, Classification: trails) Physically Complete: Yes Payments Complete: No Bell Street extension Design, engineering, land and right of way acquisition and construction of the Bell Street extension and associated Description: landscpaing and streetscapes Classification: Roads, Bridges &Utilities Physically Complete: Yes Payments Complete: No Historic Shot Tower restoration Previously approved design, engineering, architectural, and construction fees associated with the restoration of the Description: historic shot tower Classification: Municipal and other publicly-owned or leased buildings Physically Complete: Yes Payments Complete: No McAllece Park and Recreatioin Complex Design, engineering, and construction of sidewalks at the Description: McAllece Park and Recreation complex Recreational facilities (lake development, parks, ball fields, Classification: trails) Physically Complete: Yes Payments Complete: No White and Central street resurfacing Design, engineering and construction for the resurfacing of Description: White Street Classification: Roads, Bridges &Utilities Physically Complete: No Payments Complete: No Passenger Rail Platform Design, Engineering, and construction of passenger rail Description: platform Classification: Municipal and other publicly-owned or leased buildings Physically Complete: No Payments Complete: No Bluff Street restroom Design, engineering, and construction of an ADA restroom Description: near the intersection of 5th and Bluff Street Classification: Municipal and other publicly-owned or leased buildings Created: Thu Nov 05 14:33:24 CST 2015 Page 47 of 96 Physically Complete: Yes Payments Complete: No Retaining wall at 18th and Central Reconstruction of a retaining wall near the intersection of Description: 18th and Central Classification: Municipal and other publicly-owned or leased buildings Physically Complete: No Payments Complete: No Street light replacement Description: Replacement of street lights downtown Classification: Roads, Bridges &Utilities Physically Complete: No Payments Complete: No Bowling and Beyond Acquisition Buyout of a leasehold interest for the Bowling and Beyond Description: site at 1860 Hawthorne Street Classification: Acquisition of property Physically Complete: Yes Payments Complete: No Eagle Window and Door Development expenses associated with the relocation of Description: Eagle Window and Door Classification: Industrial/manufacturing property Physically Complete: Yes Payments Complete: No Downtown Shuttle Service Description: Shuttle service from the Downtown Parking Ramp Classification: Municipal and other publicly-owned or leased buildings Physically Complete: No Payments Complete: No Bee Branch landscaping General landscaping and maintenance expesnes associated Description: with the Bee Branch Creek Restoration Project Recreational facilities (lake development, parks, ball fields, Classification: trails) Physically Complete: No Payments Complete: No ADA grants Matching grants for property owners to make buildings Description: compliant with Americans with Disabilities Act Created: Thu Nov 05 14:33:24 CST 2015 Page 48 of 96 Classification: Administrative expenses Physically Complete: No Payments Complete: No GDDC Contract for service with the Greater Dubuque Development Corporation to promote business retention and expansion, workforce development, new business Description: recruitment and retail expansion Classification: Administrative expenses Physically Complete: No Payments Complete: No Rousselot Description: Tax rebate for expansion to existing manufacturing facility Classification: Industrial/manufacturing property Physically Complete: No Payments Complete: No Linseed Oil Paintworks Company Building Tax rebate, housing incentive, facade, planning and design, and financial consult grants for rehabilation of building Description: into loft apartments Commercial - apartment/condos (residential use, classified Classification: commercial) Physically Complete: No Payments Complete: No Novelty Ironworks Rebate, housing incentive, facade, planning and design, and financial consultant grant for rehabilitaiton of former Description: factory into mixed-use development Mixed use property (ie: a significant portion is residential Classification: and significant portion is commercial) Physically Complete: No Payments Complete: No Morrison Brothers Tax rebate for expansion to manufacturing facility Description: (formerly East 7th Street ED District) Classification: Industrial/manufacturing property Physically Complete: Yes Payments Complete: No 44 Main Tif rebate, downtown rehabloans for rehabilitation of 18- Description: unit apartment complex and retail space Mixed use property (ie: a significant portion is residential Created: Thu Nov 05 14:33:24 CST 2015 Page 49 of 96 Classification: and significant portion is commercial) Physically Complete: Yes Payments Complete: No 756 Main Description: Tax rebate for renovation of building Mixed use property (ie: a significant portion is residential Classification: and significant portion is commercial) Physically Complete: Yes Payments Complete: No Engine House #1 Description: Tax rebate for renovation of building Classification: Commercial - office properties Physically Complete: Yes Payments Complete: No Millwork District Parking Description: Acquisition and Construction of Parking Lots Classification: Acquisition of property Physically Complete: No Payments Complete: No Created: Thu Nov 05 14:33:24 CST 2015 Page 50 of 96 ♦ Annual Urban Renewal Report, Fiscal Year 2014 - 2015 Debts/Obligations For DUBUQUE CITY GREATER DOWNTOWN URBAN RENEWAL Series 2012H - ADA Restrooms/Multicultural Family Center Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 1,988,538 Interest: 512,311 Total: 2,500,849 Annual Appropriation?: No Date Incurred: 12/10/2012 FY of Last Payment: 2032 Series 2008B - Kephart's Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 254,030 Interest: 56,013 Total: 310,043 Annual Appropriation?: No Date Incurred: 11/04/2008 FY of Last Payment: 2023 Series 2008B- Library Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 1,655,970 Interest: 365,137 Total: 2,021,107 Annual Appropriation?: No Date Incurred: 11/04/2008 FY of Last Payment: 2023 Series 2009B - Central Ramp Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 7,770,000 Interest: 3,438,719 Total: 11,208,719 Annual Appropriation?: No Date Incurred: 11/05/2009 FY of Last Payment: 2029 Series 2009C - America's River Project Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 2,179,086 Interest: 360,728 Total: 2,539,814 Annual Appropriation?: No Created: Thu Nov 05 14:33:24 CST 2015 Page 51 of 96 Date Incurred: 11/05/2009 FY of Last Payment: 2021 Series 2010A - Main Street Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 475,000 Interest: 53,806 Total: 528,806 Annual Appropriation?: No Date Incurred: 08/02/2010 FY of Last Payment: 2021 Series 2010B - Downtown Housing Incentives Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 2,400,000 Interest: 1,126,655 Total: 3,526,655 Annual Appropriation?: No Date Incurred: 08/02/2010 FY of Last Payment: 2030 Series 2010C - Millwork District Parking Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 2,480,000 Interest: 788,119 Total: 3,268,119 Annual Appropriation?: No Date Incurred: 08/02/2010 FY of Last Payment: 2030 Series 2012A - Intermodal Campus Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 4,175,000 Interest: 1,027,912 Total: 5,202,912 Annual Appropriation?: No Date Incurred: 02/06/2012 FY of Last Payment: 2031 Series 2012B - 7th St & 2-Way Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 5,300,000 Interest: 1,366,269 Total: 6,666,269 Annual Appropriation?: No Date Incurred: 02/06/2012 FY of Last Payment: 2031 Series 2012C - Washington Neighborhood Created: Thu Nov 05 14:33:24 CST 2015 Page 52 of 96 Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 755,000 Interest: 254,697 Total: 1,009,697 Annual Appropriation?: No Date Incurred: 06/04/2012 FY of Last Payment: 2032 2007B - Port of Dubuque Ramp Debt/Obligation Type: TIF Revenue Bonds/Notes Principal: 21,750,000 Interest: 25,398,937 Total: 47,148,937 Annual Appropriation?: No Date Incurred: 10/16/2007 FY of Last Payment: 2037 Series 2004 - Lower Main Development Debt/Obligation Type: TIF Revenue Bonds/Notes Principal: 48,302 Interest: 4,914 Total: 53,216 Annual Appropriation?: No Date Incurred: 06/30/2004 FY of Last Payment: 2016 Series 2009 - 40 Main Debt/Obligation Type: TIF Revenue Bonds/Notes Principal: 528,080 Interest: 139,784 Total: 667,864 Annual Appropriation?: No Date Incurred: 08/06/2009 FY of Last Payment: 2021 44 Main Rebate Debt/Obligation Type: Rebates Principal: 263,519 Interest: 0 Total: 263,519 Annual Appropriation?: No Date Incurred: 01/01/2012 FY of Last Payment: 2019 The Crust Rebate Debt/Obligation Type: Rebates Principal: 243,970 Interest: 0 Total: 243,970 Created: Thu Nov 05 14:33:24 CST 2015 Page 53 of 96 Annual Appropriation?: No Date Incurred: 01/01/2010 FY of Last Payment: 2023 Heartland Financial Rebate Debt/Obligation Type: Rebates Principal: 67,702 Interest: 0 Total: 67,702 Annual Appropriation?: No Date Incurred: 01/01/2003 FY of Last Payment: 2015 McGraw Hill II Rebate Debt/Obligation Type: Rebates Principal: 1,818,503 Interest: 0 Total: 1,818,503 Annual Appropriation?: No Date Incurred: 01/01/2003 FY of Last Payment: 2018 Hartig Rebate Debt/Obligation Type: Rebates Principal: 48,872 Interest: 0 Total: 48,872 Annual Appropriation?: No Date Incurred: 01/01/2007 FY of Last Payment: 2019 German Bank Rebate Debt/Obligation Type: Rebates Principal: 54,449 Interest: 0 Total: 54,449 Annual Appropriation?: No Date Incurred: 01/01/2007 FY of Last Payment: 2020 Star Brewery Rebate Debt/Obligation Type: Rebates Principal: 723,112 Interest: 0 Total: 723,112 Annual Appropriation?: No Date Incurred: 01/01/2006 FY of Last Payment: 2020 Created: Thu Nov 05 14:33:24 CST 2015 Page 54 of 96 Roshek Building Rebate Debt/Obligation Type: Rebates Principal: 4,310,534 Interest: 0 Total: 4,310,534 Annual Appropriation?: No Date Incurred: 01/01/2006 FY of Last Payment: 2021 WS Live Interstate Building Rebate Debt/Obligation Type: Rebates Principal: 106,754 Interest: 0 Total: 106,754 Annual Appropriation?: No Date Incurred: 01/01/2006 FY of Last Payment: 2020 Victory Cafe Rebate Debt/Obligation Type: Rebates Principal: 72,845 Interest: 0 Total: 72,845 Annual Appropriation?: No Date Incurred: 01/01/2010 FY of Last Payment: 2023 Julien Hotel Rebate Debt/Obligation Type: Rebates Principal: 2,651,374 Interest: 0 Total: 2,651,374 Annual Appropriation?: No Date Incurred: 01/01/2007 FY of Last Payment: 2026 Cottingham and Butler Debt/Obligation Type: Rebates Principal: 298,500 Interest: 0 Total: 298,500 Annual Appropriation?: No Date Incurred: 01/01/2007 FY of Last Payment: 2021 Ice Harbor Development Debt/Obligation Type: Internal Loans Principal: 2,086,953 Created: Thu Nov 05 14:33:24 CST 2015 Page 55 of 96 Interest: 0 Total: 2,086,953 Annual Appropriation?: Yes Date Incurred: 01/01/1991 FY of Last Payment: 2045 Historic Federal Building Renovation Debt/Obligation Type: Internal Loans Principal: 2,971,049 Interest: 0 Total: 2,971,049 Annual Appropriation?: Yes Date Incurred: 01/01/2007 FY of Last Payment: 2045 Port of Dubuque Parking Lot Debt/Obligation Type: Internal Loans Principal: 527,625 Interest: 0 Total: 527,625 Annual Appropriation?: Yes Date Incurred: 01/01/2007 FY of Last Payment: 2045 Millwork District Streetscape Debt/Obligation Type: Internal Loans Principal: 44,024 Interest: 0 Total: 44,024 Annual Appropriation?: Yes Date Incurred: 01/01/2010 FY of Last Payment: 2045 Millwork District Street Reconstruction Debt/Obligation Type: Internal Loans Principal: 524,575 Interest: 0 Total: 524,575 Annual Appropriation?: Yes Date Incurred: 01/01/2010 FY of Last Payment: 2045 Downtown Workforce Recruitment Debt/Obligation Type: Internal Loans Principal: 262,927 Interest: 0 Total: 262,927 Annual Appropriation?: Yes Date Incurred: 07/01/2008 Created: Thu Nov 05 14:33:24 CST 2015 Page 56 of 96 FY of Last Payment: 2045 Main Street Streetscape Debt/Obligation Type: Internal Loans Principal: 8,751 Interest: 0 Total: 8,751 Annual Appropriation?: Yes Date Incurred: 01/01/2009 FY of Last Payment: 2045 Morrison Brothers Debt/Obligation Type: Rebates Principal: 79,902 Interest: 0 Total: 79,902 Annual Appropriation?: No Date Incurred: 01/01/2012 FY of Last Payment: 2022 Series 2012F Various Improvements Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 1,035,000 Interest: 82,402 Total: 1,117,402 Annual Appropriation?: No Date Incurred: 12/10/2012 FY of Last Payment: 2022 Kerper Development Debt/Obligation Type: Internal Loans Principal: 914,804 Interest: 0 Total: 914,804 Annual Appropriation?: No Date Incurred: 01/01/1997 FY of Last Payment: 2032 IDOT ABC Building Purchase Debt/Obligation Type: Other Debt Principal: 105 Interest: 0 Total: 105 Annual Appropriation?: No Date Incurred: 06/01/2010 FY of Last Payment: 2017 Bowling & Beyond Acquisition Created: Thu Nov 05 14:33:24 CST 2015 Page 57 of 96 Debt/Obligation Type: Other Debt Principal: 900,000 Interest: 0 Total: 900,000 Annual Appropriation?: No Date Incurred: 01/01/2013 FY of Last Payment: 2023 2012I 5th and 3rd Street Ramps Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 4,202,635 Interest: 198,493 Total: 4,401,128 Annual Appropriation?: No Date Incurred: 12/10/2012 FY of Last Payment: 2021 Engine House #1 Debt/Obligation Type: Rebates Principal: 171,834 Interest: 0 Total: 171,834 Annual Appropriation?: No Date Incurred: 06/06/2011 FY of Last Payment: 2027 Bonson Block Debt/Obligation Type: Rebates Principal: 219,094 Interest: 0 Total: 219,094 Annual Appropriation?: No Date Incurred: 02/07/2011 FY of Last Payment: 2028 Spahn and Rose lease Debt/Obligation Type: Rebates Principal: 2,250 Interest: 0 Total: 2,250 Annual Appropriation?: No Date Incurred: 08/15/2011 FY of Last Payment: 2015 Nottingham Properties Debt/Obligation Type: Rebates Principal: 19,306 Interest: 0 Total: 19,306 Created: Thu Nov 05 14:33:24 CST 2015 Page 58 of 96 Annual Appropriation?: No Date Incurred: 03/15/2011 FY of Last Payment: 2028 Franklin Investments Debt/Obligation Type: Rebates Principal: 513,589 Interest: 0 Total: 513,589 Annual Appropriation?: No Date Incurred: 04/04/2011 FY of Last Payment: 2028 Plastic Center Debt/Obligation Type: Rebates Principal: 190,136 Interest: 0 Total: 190,136 Annual Appropriation?: No Date Incurred: 03/15/2011 FY of Last Payment: 2028 Flexsteel Debt/Obligation Type: Rebates Principal: 1,976,786 Interest: 0 Total: 1,976,786 Annual Appropriation?: No Date Incurred: 04/04/2011 FY of Last Payment: 2024 Caradco Debt/Obligation Type: Rebates Principal: 1,764,016 Interest: 0 Total: 1,764,016 Annual Appropriation?: No Date Incurred: 03/15/2011 FY of Last Payment: 2028 Kephart Building Debt/Obligation Type: Internal Loans Principal: 310,947 Interest: 0 Total: 310,947 Annual Appropriation?: Yes Date Incurred: 01/01/2009 FY of Last Payment: 2045 Created: Thu Nov 05 14:33:24 CST 2015 Page 59 of 96 Port of Dubuque Ramp Debt/Obligation Type: Internal Loans Principal: 221,730 Interest: 0 Total: 221,730 Annual Appropriation?: Yes Date Incurred: 01/01/2009 FY of Last Payment: 2045 IDOT ABC Building Debt/Obligation Type: Internal Loans Principal: 46,617 Interest: 0 Total: 46,617 Annual Appropriation?: Yes Date Incurred: 01/01/2008 FY of Last Payment: 2045 Series 2014B - Transit roof/Loan pool/ADA Assistance Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 190,000 Interest: 80,131 Total: 270,131 Annual Appropriation?: No Date Incurred: 11/17/2014 FY of Last Payment: 2034 Series 2014C - Intermodal/Millwork District Parking/Homeownership/CHI Partnership Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 5,670,000 Interest: 2,937,562 Total: 8,607,562 Annual Appropriation?: No Date Incurred: 11/17/2014 FY of Last Payment: 2034 IFA Caradco Building Loan Debt/Obligation Type: Other Debt Principal: 4,500,000 Interest: 1,872,217 Total: 6,372,217 Annual Appropriation?: No Date Incurred: 06/01/2010 FY of Last Payment: 2030 Linseed Oil Debt/Obligation Type: Rebates Principal: 691,920 Created: Thu Nov 05 14:33:24 CST 2015 Page 60 of 96 Interest: 0 Total: 691,920 Annual Appropriation?: No Date Incurred: 03/07/2013 FY of Last Payment: 2025 Created: Thu Nov 05 14:33:24 CST 2015 Page 61 of 96 ♦ Annual Urban Renewal Report, Fiscal Year 2014 - 2015 Non-Rebates For DUBUQUE CITY GREATER DOWNTOWN URBAN RENEWAL TIF Expenditure Amount: 26,700 Tied To Debt: Series 2004 - Lower Main Development Tied To Project: Lower Main Development TIF Expenditure Amount: 2,011,250 Tied To Debt: 2007B - Port of Dubuque Ramp Tied To Project: Port of Dubuque Parking Ramp TIF Expenditure Amount: 34,411 Tied To Debt: Series 2008B - Kephart's Tied To Project: Kephart's Building TIF Expenditure Amount: 224,339 Tied To Debt: Series 200813- Library Tied To Project: Library Renovation TIF Expenditure Amount: 365,086 Tied To Debt: Series 2009C - America's River Project Tied To Project: America's River Project TIF Expenditure Amount: 77,231 Tied To Debt: Series 2010A - Main Street Tied To Project: Main Street Streetscape TIF Expenditure Amount: 201,165 Tied To Debt: Series 2010B - Downtown Housing Incentives Tied To Project: Downtown Housing Incentives TIF Expenditure Amount: 198,400 Tied To Debt: Series 2010C - Millwork District Parking Tied To Project: Millwork District Parking TIF Expenditure Amount: 95,409 Tied To Debt: Series 2009 - 40 Main Tied To Project: 40 Main TIF Expenditure Amount: 304,012 Tied To Debt: Series 2012A - Intermodal Campus Tied To Project: Intermodal Facility TIF Expenditure Amount: 390,694 Tied To Debt: Series 2012B - 7th St& 2-Way Tied To Project: 7th Street Improvements and One- Way to Two-Way Created: Thu Nov 05 14:33:24 CST 2015 Page 62 of 96 TIF Expenditure Amount: 57,205 Tied To Debt: Series 2012C - Washington Neighborhood Tied To Project: Washington Neighborhood Subarea Rehab Loan Pool TIF Expenditure Amount: 135,759 Tied To Debt: Series 2012F Various Improvements Tied To Project: White and Central street resurfacing TIF Expenditure Amount: 47,143 Tied To Debt: IDOT ABC Building Purchase Tied To Project: IDOT Building Purchase TIF Expenditure Amount: 135,359 Tied To Debt: Series 2012H - ADA Restrooms/Multicultural Family Center Tied To Project: Kephart's Building TIF Expenditure Amount: 50,000 Tied To Debt: Bowling & Beyond Acquisition Tied To Project: Bowling and Beyond Acquisition TIF Expenditure Amount: 4,690 Tied To Debt: Ice Harbor Development Tied To Project: Ice Harbor Development TIF Expenditure Amount: 2,943 Tied To Debt: Series 2014B - Transit roof/Loan pool/ADA Assistance Tied To Project: Downtown Rehab Consultant TIF Expenditure Amount: 99,421 Tied To Debt: Series 2014C - Intermodal/Millwork District Parking/Hom eown ership/CHI Partnership Tied To Project: Intermodal Facility TIF Expenditure Amount: 340,000 Tied To Debt: Series 2009B - Central Ramp Tied To Project: Central Parking Ramp Created: Thu Nov 05 14:33:24 CST 2015 Page 63 of 96 ♦ Annual Urban Renewal Report, Fiscal Year 2014 - 2015 Rebates For DUBUQUE CITY GREATER DOWNTOWN URBAN RENEWAL Cottingham and Butler TIF Expenditure Amount: 49,750 Rebate Paid To: Cottingham and Butler Tied To Debt: Cottingham and Butler Tied To Project: Cottingham and Butler Projected Final FY of Rebate: 2021 Hartig Realty II TIF Expenditure Amount: 9,774 Rebate Paid To: Hartig Realty II Tied To Debt: Hartig Rebate Tied To Project: Hartig Projected Final FY of Rebate: 2019 Star Brewery TIF Expenditure Amount: 144,623 Rebate Paid To: Port of Dubuque Tied To Debt: Star Brewery Rebate Tied To Project: Star Brewery Projected Final FY of Rebate: 2020 Hotel Julien TIF Expenditure Amount: 220,948 Rebate Paid To: HJD Landlord LLC Tied To Debt: Julien Hotel Rebate Tied To Project: Hotel Julien Projected Final FY of Rebate: 2026 Interstate Building TIF Expenditure Amount: 17,792 Rebate Paid To: Interstate Building Tied To Debt: WS Live Interstate Building Rebate Tied To Project: WS Live Projected Final FY of Rebate: 2020 McGraw-Hill Company TIF Expenditure Amount: 454,626 Rebate Paid To: McGraw-Hill Company Tied To Debt: McGraw Hill II Rebate Tied To Project: McGraw Hill II Created: Thu Nov 05 14:33:24 CST 2015 Page 64 of 96 Projected Final FY of Rebate: 2018 Roshek Building TIF Expenditure Amount: 269,408 Rebate Paid To: Dubuque Initiatives Tied To Debt: Roshek Building Rebate Tied To Project: Roshek Building Projected Final FY of Rebate: 2021 Heartland Financial TIF Expenditure Amount: 67,702 Rebate Paid To: Heartland Financial Tied To Debt: Heartland Financial Rebate Tied To Project: Heartland Financial Projected Final FY of Rebate: 2015 Morrison Brothers TIF Expenditure Amount: 11,419 Rebate Paid To: Morrison Brothers Tied To Debt: Morrison Brothers Tied To Project: Morrison Brothers Projected Final FY of Rebate: 2022 44 Main LLC TIF Expenditure Amount: 32,940 Rebate Paid To: 44 Main LLC Tied To Debt: 44 Main Rebate Tied To Project: 44 Main Projected Final FY of Rebate: 2022 Victory Cafe TIF Expenditure Amount: 9,106 Rebate Paid To: Victory Cafe Tied To Debt: Victory Cafe Rebate Tied To Project: 756 Main Projected Final FY of Rebate: 2022 The Crust TIF Expenditure Amount: 30,496 Rebate Paid To: 73 CHS Forwards Tied To Debt: The Crust Rebate Tied To Project: Crust Projected Final FY of Rebate: 2022 Engine House #1 TIF Expenditure Amount: 12,274 Rebate Paid To: DB&T Community Development Created: Thu Nov 05 14:33:24 CST 2015 Page 65 of 96 Tied To Debt: Engine House #1 Tied To Project: Engine House #1 Projected Final FY of Rebate: 2027 Betty Jane Block TIF Expenditure Amount: 13,581 Rebate Paid To: Fischer Company/Plastic Center Tied To Debt: Bonson Block Tied To Project: Betty Jane Block Projected Final FY of Rebate: 2028 Spahn and Rose lease TIF Expenditure Amount: 2,250 Rebate Paid To: Spahn and Rose Tied To Debt: Spahn and Rose lease Tied To Project: Spahn and Rose lease Projected Final FY of Rebate: 2015 Nottingham Properties TIF Expenditure Amount: 300 Rebate Paid To: Nottingham Properties Tied To Debt: Nottingham Properties Tied To Project: Nottingham properties Projected Final FY of Rebate: 2028 Franklin School TIF Expenditure Amount: 36,685 Rebate Paid To: Franklin Investments LLC Tied To Debt: Franklin Investments Tied To Project: Franklin School Projected Final FY of Rebate: 2028 Caradco TIF Expenditure Amount: 117,601 Rebate Paid To: Caradco Tied To Debt: Caradco Tied To Project: CARADCO Projected Final FY of Rebate: 2028 Flexsteel TIF Expenditure Amount: 197,679 Rebate Paid To: Flexsteel Tied To Debt: Flexsteel Tied To Project: Flexsteel Projected Final FY of Rebate: 2024 Bonson Created: Thu Nov 05 14:33:24 CST 2015 Page 66 of 96 TIF Expenditure Amount: 14,606 Rebate Paid To: Bonson Tied To Debt: Bonson Block Tied To Project: Bonson Block Projected Final FY of Rebate: 2028 Created: Thu Nov 05 14:33:24 CST 2015 Page 67 of 96 ♦ Annual Urban M 5 Jobs For DUBUQUE CITY GREATER DOWNTOWN URBAN RENEWAL Project: Flexsteel Company Name: Jeld-Wen, Inc. Date Agreement Began: 08/01/2011 Date Agreement Ends: 09/01/2016 Number of Jobs Created or Retained: 94 Total Annual Wages of Required Jobs: 0 Total Estimated Private Capital Investment: 150,000 Total Estimated Cost of Public Infrastructure: 0 Project: Flexsteel Company Name: Flexsteel Industries, Inc Date Agreement Began: 04/18/2011 Date Agreement Ends: 05/02/2024 Number of Jobs Created or Retained: 114 Total Annual Wages of Required Jobs: 0 Total Estimated Private Capital Investment: 9,331,662 Total Estimated Cost of Public Infrastructure: 0 Project: WS Live Interstate Building, LLLP and WS Company Name: Live, LLC Date Agreement Began: 11/03/2008 Date Agreement Ends: 12/31/2015 Number of Jobs Created or Retained: 141 Total Annual Wages of Required Jobs: 0 Total Estimated Private Capital Investment: 2,000,000 Total Estimated Cost of Public Infrastructure: 0 Project: Hotel Julien HJD Landlord, LLC and HID Company Name: Manager, LLC Date Agreement Began: 04/21/2008 Date Agreement Ends: 05/01/2026 Number of Jobs Created or Retained: 91 Total Annual Wages of Required Jobs: 0 Total Estimated Private Capital Investment: 30,000,000 Total Estimated Cost of Public Infrastructure: 0 Project: Cottingham and Butler Company Name: Cottingham &Butter, Inc. Date Agreement Began: 07/20/2007 Date Agreement Ends: 05/01/2019 Number of Jobs Created or Retained: 451 Total Annual Wages of Required Jobs: 0 Total Estimated Private Capital Investment: 4,000,000 Total Estimated Cost of Public Infrastructure: 0 Project: Durrant Port of Dubuque Adams Development , L.L.C. and The Created: Thu Nov 05 14:33:24 CST 2015 Page 68 of 96 Company Name: Durrant Group, L.L.C. Date Agreement Began: 01/23/2007 Date Agreement Ends: 05/02/2020 Number of Jobs Created or Retained: 59 Total Annual Wages of Required Jobs: 0 Total Estimated Private Capital Investment: 3,388,000 Total Estimated Cost of Public Infrastructure: 0 Project: Heartland Financial Company Name: Heartland Financial USA, Inc. Date Agreement Began: 05/19/2003 Date Agreement Ends: 06/01/2016 Number of Jobs Created or Retained: 315 Total Annual Wages of Required Jobs: 0 Total Estimated Private Capital Investment: 4,000,000 Total Estimated Cost of Public Infrastructure: 0 Project: Hartig Company Name: Hartig Realty III, L.L.C. Date Agreement Began: 09/21/2006 Date Agreement Ends: 05/01/2019 Number of Jobs Created or Retained: 75 Total Annual Wages of Required Jobs: 0 Total Estimated Private Capital Investment: 735,000 Total Estimated Cost of Public Infrastructure: 0 Project: Roshek Building International Business Machines Company Name: Corporation Date Agreement Began: 02/13/2009 Date Agreement Ends: 05/02/2030 Number of Jobs Created or Retained: 1,011 Total Annual Wages of Required Jobs: 0 Total Estimated Private Capital Investment: 40,000,000 Total Estimated Cost of Public Infrastructure: 0 Project: McGraw Hill II Company Name: McGraw Hill Date Agreement Began: 06/19/2006 Date Agreement Ends: 05/02/2018 Number of Jobs Created or Retained: 247 Total Annual Wages of Required Jobs: 0 Total Estimated Private Capital Investment: 18,438,867 Total Estimated Cost of Public Infrastructure: 0 Project: Morrison Brothers Company Name: Morrison Bros. Company Date Agreement Began: 10/06/2008 Date Agreement Ends: 05/01/2018 Number of Jobs Created or Retained: 91 Total Annual Wages of Required Jobs: 0 Total Estimated Private Capital Investment: 3,825,000 Total Estimated Cost of Public Infrastructure: 0 Project: 756 Main Created: Thu Nov 05 14:33:24 CST 2015 Page 69 of 96 Company Name: Quebecor World Dubuque, Inc. Date Agreement Began: 05/19/2003 Date Agreement Ends: 05/19/2023 Number of Jobs Created or Retained: 336 Total Annual Wages of Required Jobs: 0 Total Estimated Private Capital Investment: 24,000,000 Total Estimated Cost of Public Infrastructure: 0 Project: Rousselot Company Name: Rousselot, Inc. Date Agreement Began: 01/22/2013 Date Agreement Ends: 05/01/2025 Number of Jobs Created or Retained: 80 Total Annual Wages of Required Jobs: 0 Total Estimated Private Capital Investment: 16,300,000 Total Estimated Cost of Public Infrastructure: 0 Created: Thu Nov 05 14:33:24 CST 2015 Page 70 of 96 TIF Taxing District Data Collection Local Government Name: DUBUQUE (31G288) Urban Renewal Area: DUBUQUE CITY GREATER DOWNTOWN URBAN RENEWAL (31033) TIF Taxing District Name: DUBUQUE CITY/DBQ COMM SCH/UR 1 INCREM TIF Taxing District Inc. Number: 31070 TIF Taxing District Base Year: 1966 UR Designation Slum 05/1967 FY TIF Revenue First Received: 1984 Blighted 05/1967 Subject to a Statutory end date? No Economic Development No TIF Taxing District Value by Class - 1/1/2013 for FY 2015 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 0 1,715 50,249,169 0 0 -1,852 50,249,032 0 Taxable 0 1,715 47,736,628 0 0 -1,852 47,736,491 0 Homestead Credits Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2015 6,036,891 44,213,993 44,213,993 0 0 FY 2015 TIF Revenue Received: 0 TIF Taxing District Data Collection Local Government Name: DUBUQUE (31G288) Urban Renewal Area: DUBUQUE CITY GREATER DOWNTOWN URBAN RENEWAL (31033) TIF Taxing District Name: DUBUQUE CITY/DBQ COMM SCH/UR 2 INCREM TIF Taxing District Inc. Number: 31072 TIF Taxing District Base Year: 1993 UR Designation Slum No FY TIF Revenue First Received: 1995 Blighted No Subject to a Statutory end date? No Economic Development 05/1998 1 TIF Taxing District Value by Class - 1/1/2013 for FY 2015 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 0 1,615 26,243,514 0 0 -1,852 26,243,277 0 " 26,243,277 Taxable 0 1,615 24,931,268 0 0 -1,852 24,931,031 0 24,931,031 Homestead Credits 2 1 Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2015 4,499,150 21,745,979 21,745,980 -1 0 FY 2015 TIF Revenue Received: 0 Created: Thu Nov 05 14:33:24 CST 2015 Page 71 of 96 TIF Taxing District Data Collection Local Government Name: DUBUQUE (31G288) Urban Renewal Area: DUBUQUE CITY GREATER DOWNTOWN URBAN RENEWAL (31033) TIF Taxing District Name: DUBUQUE CITY/DBQ COMM SCH/UR 3 INCREM TIF Taxing District Inc. Number: 31074 TIF Taxing District Base Year: 1996 UR Designation Slum 12/1989 FY TIF Revenue First Received: 1998 Blighted 12/1989 Subject to a Statutory end date? No Economic Development No TIF Taxing District Value by Class - 1/1/2013 for FY 2015 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 0 0 467,024 0 0 0 467,024 0 467,024 Taxable 0 0 443,673 0 0 0 443,673 0 443,673 Homestead Credits 0 Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2015 163,810 303,214 303,214 0 0 FY 2015 TIF Revenue Received: 0 TIF Taxing District Data Collection Local Government Name: DUBUQUE (31G288) Urban Renewal Area: DUBUQUE CITY GREATER DOWNTOWN URBAN RENEWAL (31033) TIF Taxing District Name: DUBUQUE CITY/DBQ COMM SCH/UR 4 INCREM TIF Taxing District Inc. Number: 31076 TIF Taxing District Base Year: 1997 UR Designation Slum 05/1998 FY TIF Revenue First Received: 1999 Blighted 05/1988 Subject to a Statutory end date? No Economic Development No TIF Taxing District Value by Class - 1/1/2013 for FY 2015 1 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 0 0 0 0 0 0 0 0 Taxable 0 0 0 0 0 0 0 0 Homestead Credits Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2015 898,320 0 0 0 0 FY 2015 TIF Revenue Received: 0 Created: Thu Nov 05 14:33:24 CST 2015 Page 72 of 96 TIF Taxing District Data Collection Local Government Name: DUBUQUE (31G288) Urban Renewal Area: DUBUQUE CITY GREATER DOWNTOWN URBAN RENEWAL (31033) TIF Taxing District Name: DUBUQUE CITY/DBQ COMM SCH/UR 7 INCREM TIF Taxing District Inc. Number: 31083 TIF Taxing District Base Year: 1988 UR Designation Slum 05/1987 FY TIF Revenue First Received: 1990 Blighted 05/1987 Subject to a Statutory end date? No Economic Development No TIF Taxing District Value by Class - 1/1/2013 for FY 2015 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 0 0 2,612,844 12,100 0 0 2,624,944 0 Taxable 0 0 2,482,201 11,495 0 0 2,493,696 0 Homestead Credits Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2015 443,660 2,181,284 2,181,284 0 0 FY 2015 TIF Revenue Received: 0 TIF Taxing District Data Collection Local Government Name: DUBUQUE (31G288) Urban Renewal Area: DUBUQUE CITY GREATER DOWNTOWN URBAN RENEWAL (31033) TIF Taxing District Name: DUBUQUE CITY/DBQ COMM SCH/UR 35 INCREM TIF Taxing District Inc. Number: 31180 TIF Taxing District Base Year: 0 UR Designation Slum 05/1998 FY TIF Revenue First Received: 1999 Blighted 05/1998 Subject to a Statutory end date? No Economic Development No TIF Taxing District Value by Class - 1/1/2013 for FY 2015 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 0 0 100,593,392 0 0 0 100,593,392 0 1 100,593,392 Taxable 0 0 95,563,723 0 0 0 95,563,723 0 95,563,723 Homestead Credits 0 1 Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2015 2,566,000 95,563,723 95,563,723 0 0 FY 2015 TIF Revenue Received: 6,296,412 Created: Thu Nov 05 14:33:24 CST 2015 Page 73 of 96 TIF Taxing District Data Collection Local Government Name: DUBUQUE (31G288) Urban Renewal Area: DUBUQUE CITY GREATER DOWNTOWN URBAN RENEWAL (31033) TIF Taxing District Name: DUBUQUE CITY/DBQ COMM SCH/UR 37 INCREMENT TIF Taxing District Inc. Number: 31186 TIF Taxing District Base Year: 2002 FY TIF Revenue First Received: 2005 UR resignation Slum No Subject to a Statutory end date? Yes Blighted No Fiscal year this TIF Taxing District Economic Development 12/2003 statutorily ends: 2024 TIF Taxing District Value by Class - 1/1/2013 for FY 2015 Agricultural Residential F Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 0 0 16,081 7,952,100 0 0 7,968,181 0 1 7,968,181 Taxable 0 0 15,277 7,554,496 0 0 7,569,773 0 7,569,773 Homestead Credits 0 1 Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2015 7,681,960 286,221 286,221 0 0 FY 2015 TIF Revenue Received: 0 TIF Taxing District Data Collection Local Government Name: DUBUQUE (31G288) Urban Renewal Area: DUBUQUE CITY GREATER DOWNTOWN URBAN RENEWAL (31033) TIF Taxing District Name: DUBUQUE CITY/DBQ COMM SCH/UR 38 INCREMENT TIF Taxing District Inc. Number: 31188 TIF Taxing District Base Year: 2002 UR resignation Slum 05/2003 FY TIF Revenue First Received: 2004 Blighted 05/2003 Subject to a Statutory end date? No Economic Development No TIF Taxing District Value by Class - 1/1/2013 for FY 2015 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 0 1,758,070 16,089,230 0 0 -1,852 17,845,448 0 Taxable 0 956,394 15,284,773 0 0 -1,852 16,239,315 0 Homestead Credits Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2015 11,731,860 6,115,440 6,115,440 0 0 FY 2015 TIF Revenue Received: 0 Created: Thu Nov 05 14:33:24 CST 2015 Page 74 of 96 TIF Taxing District Data Collection Local Government Name: DUBUQUE (31G288) Urban Renewal Area: DUBUQUE CITY GREATER DOWNTOWN URBAN RENEWAL (31033) TIF Taxing District Name: DUBUQUE CITY/DBQ COMM SCH/UR 53 INCREMENT TIF Taxing District Inc. Number: 31296 TIF Taxing District Base Year: 2006 UR Designation Slum 05/2007 FY TIF Revenue First Received: 2008 Blighted 05/2007 Subject to a Statutory end date? No Economic Development No TIF Taxing District Value by Class - 1/1/2013 for FY 2015 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 0 0 2,770,233 0 0 0 2,770,233 0 1 2,770,233 Taxable 0 0 2,631,722 0 0 0 2,631,722 0 2,631,722 Homestead Credits 0 Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2015 0 2,631,722 2,631,722 0 0 FY 2015 TIF Revenue Received: 0 TIF Taxing District Data Collection Local Government Name: DUBUQUE (31G288) Urban Renewal Area: DUBUQUE CITY GREATER DOWNTOWN URBAN RENEWAL (31033) TIF Taxing District Name: DUBUQUE CITY/DBQ COMM SCH/UR55 INCREMENT TIF Taxing District Inc. Number: 31328 TIF Taxing District Base Year: 2007 UR Designation Slum 05/2008 FY TIF Revenue First Received: 2009 Blighted 05/2008 Subject to a Statutory end date? No Economic Development No TIF Taxing District Value by Class - 1/1/2013 for FY 2015 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 0 952,230 18,889,617 661,660 0 0 20,503,507 0 " 20,503,507 Taxable 0 518,013 17,945,149 628,578 0 0 19,091,740 0 19,091,740 Homestead Credits 4 1 Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2015 15,042,850 5,460,657 5,460,657 0 0 FY 2015 TIF Revenue Received: 0 Created: Thu Nov 05 14:33:24 CST 2015 Page 75 of 96 TIF Taxing District Data Collection Local Government Name: DUBUQUE (31G288) Urban Renewal Area: DUBUQUE CITY GREATER DOWNTOWN URBAN RENEWAL (31033) TIF Taxing District Name: DUBUQUE CITY/DBQ COMM SCH/UR56 INCREMENT TIF Taxing District Inc. Number: 31330 TIF Taxing District Base Year: 2007 UR Designation Slum 05/2008 FY TIF Revenue First Received: 2009 Blighted 05/2008 Subject to a Statutory end date? No Economic Development 05/2008 TIF Taxing District Value by Class - 1/1/2013 for FY 2015 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 0 0 5,455,468 0 0 0 5,455,468 0 Taxable 0 0 5,182,695 0 0 0 5,182,695 0 Homestead Credits Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2015 1,787,500 3,667,968 3,667,968 0 0 FY 2015 TIF Revenue Received: 0 TIF Taxing District Data Collection Local Government Name: DUBUQUE (31G288) Urban Renewal Area: DUBUQUE CITY GREATER DOWNTOWN URBAN RENEWAL (31033) TIF Taxing District Name: DUBUQUE CITY/DBQ COMM SCH/UR57 INCREMENT TIF Taxing District Inc. Number: 31332 TIF Taxing District Base Year: 2007 UR Designation Slum 05/2008 FY TIF Revenue First Received: 2009 Blighted 05/2008 Subject to a Statutory end date? No Economic Development No TIF Taxing District Value by Class - 1/1/2013 for FY 2015 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 0 0 2,786,056 0 0 0 2,786,056 0 2,786,056 Taxable 0 0 2,646,751 0 0 0 2,646,751 0 2,646,751 Homestead Credits 0 1 Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2015 2,151,700 634,356 634,356 0 0 FY 2015 TIF Revenue Received: 0 Created: Thu Nov 05 14:33:24 CST 2015 Page 76 of 96 TIF Taxing District Data Collection Local Government Name: DUBUQUE (31G288) Urban Renewal Area: DUBUQUE CITY GREATER DOWNTOWN URBAN RENEWAL (31033) TIF Taxing District Name: DUBUQUE CITY/DBQ COMM SCH/UR 62 INCREMENT TIF Taxing District Inc. Number: 31354 TIF Taxing District Base Year: 2009 FY TIF Revenue First Received: 2012 UR resignation Slum No Subject to a Statutory end date? Yes Blighted No Fiscal year this TIF Taxing District Economic Development 10/2010 statutorily ends: 2031 TIF Taxing District Value by Class - 1/1/2013 for FY 2015 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 0 3,691,490 7,887,963 0 0 -9,260 11,570,193 0 L 11,570,193 Taxable 0 2,008,182 7,493,560 0 0 -9,260 9,492,482 0 L,492,482 Homestead Credits 12 1 Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2015 10,477,860 1,101,593 1,101,593 0 0 FY 2015 TIF Revenue Received: 0 TIF Taxing District Data Collection Local Government Name: DUBUQUE (31G288) Urban Renewal Area: DUBUQUE CITY GREATER DOWNTOWN URBAN RENEWAL (31033) TIF Taxing District Name: DUBUQUE CITY/DBQ COMM SCH/UR 63 INCREMENT TIF Taxing District Inc. Number: 31356 TIF Taxing District Base Year: 2009 FY TIF Revenue First Received: 2012 UR resignation Slum No Subject to a Statutory end date? Yes Blighted No Fiscal year this TIF Taxing District Economic Development 10/2010 statutorily ends: 2031 TIF Taxing District Value by Class - 1/1/2013 for FY 2015 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 0 0 0 0 0 0 0 0 Taxable 0 0 0 0 0 0 0 0 Homestead Credits Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2015 7,900,034 0 0 0 0 FY 2015 TIF Revenue Received: 0 Created: Thu Nov 05 14:33:24 CST 2015 Page 77 of 96 TIF Taxing District Data Collection Local Government Name: DUBUQUE (31G288) Urban Renewal Area: DUBUQUE CITY GREATER DOWNTOWN URBAN RENEWAL (31033) TIF Taxing District Name: DUBUQUE CITY/DBQ COMM SCH/UR 69 INCREMENT TIF Taxing District Inc. Number: 31376 TIF Taxing District Base Year: 2010 UR Designation Slum No FY TIF Revenue First Received: 2013 Blighted No Subject to a Statutory end date? No Economic Development No TIF Taxing District Value by Class - 1/1/2013 for FY 2015 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 0 913,090 1,659,777 0 0 -3,704 2,569,163 0 1 2,569,163 Taxable 0 496,722 1,576,789 0 0 -3,704 2,069,807 0 2,069,807 Homestead Credits 4 1 Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2015 996,580 1,576,287 1,576,287 0 0 FY 2015 TIF Revenue Received: 0 TIF Taxing District Data Collection Local Government Name: DUBUQUE (31G288) Urban Renewal Area: DUBUQUE CITY GREATER DOWNTOWN URBAN RENEWAL (31033) TIF Taxing District Name: DUBUQUE CITY/DBQ COMM SCH/UR 70 INCREMENT TIF Taxing District Inc. Number: 31378 TIF Taxing District Base Year: 2010 UR Designation Slum No FY TIF Revenue First Received: 2013 Blighted No Subject to a Statutory end date? No Economic Development 06/2013 1 TIF Taxing District Value by Class - 1/1/2013 for FY 2015 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 0 0 0 15,718,800 0 0 15,718,800 0 1 15,718,800 Taxable 0 0 0 14,932,860 0 0 14,932,860 0 14,932,860 Homestead Credits 0 1 Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2015 339,860 14,932,860 14,932,860 0 0 FY 2015 TIF Revenue Received: 0 Created: Thu Nov 05 14:33:24 CST 2015 Page 78 of 96 TIF Taxing District Data Collection Local Government Name: DUBUQUE (31G288) Urban Renewal Area: DUBUQUE CITY GREATER DOWNTOWN URBAN RENEWAL (31033) TIF Taxing District Name: DUBUQUE CITY/DBQ COMM SCH/UR 71 INCREMENT TIF Taxing District Inc. Number: 31380 TIF Taxing District Base Year: 2010 UR Designation Slum No FY TIF Revenue First Received: 2013 Blighted No Subject to a Statutory end date? No Economic Development 06/2013 TIF Taxing District Value by Class - 1/1/2013 for FY 2015 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 0 50,452,480 44,356,551 719,500 0 -157,420 95,371,111 0 95,371,111 Taxable 0 27,446,225 42,138,732 683,525 0 -157,420 70,111,062 0 70,111,062 Homestead Credits 407 Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2015 88,304,030 7,224,501 7,224,502 -1 0 FY 2015 TIF Revenue Received: 0 TIF Taxing District Data Collection Local Government Name: DUBUQUE (31G288) Urban Renewal Area: DUBUQUE CITY GREATER DOWNTOWN URBAN RENEWAL (31033) TIF Taxing District Name: DUBUQUE CITY/DBQ COMM SCH/UR 72 INCREMENT TIF Taxing District Inc. Number: 31382 TIF Taxing District Base Year: 2010 UR Designation Slum No FY TIF Revenue First Received: 2015 Blighted No Subject to a Statutory end date? No Economic Development 06/2013 1 TIF Taxing District Value by Class - 1/1/2013 for FY 2015 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 0 1,200,790 18,030,631 8,990,540 705,130 -3,704 28,923,387 0 ' 28,923,387 Taxable 0 653,228 17,129,101 8,541,014 669,874 -3,704 26,989,513 0 26,989,513 Homestead Credits 10 Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2015 28,389,880 537,211 537,210 1 0 FY 2015 TIF Revenue Received: 0 Created: Thu Nov 05 14:33:24 CST 2015 Page 79 of 96 TIF Taxing District Data Collection Local Government Name: DUBUQUE (31G288) Urban Renewal Area: DUBUQUE CITY GREATER DOWNTOWN URBAN RENEWAL (31033) TIF Taxing District Name: DUBUQUE CITY/DBQ COMM SCH/UR 73 INCREMENT TIF Taxing District Inc. Number: 31384 TIF Taxing District Base Year: 2010 UR Designation Slum No FY TIF Revenue First Received: 2013 Blighted No Subject to a Statutory end date? No Economic Development 06/2013 TIF Taxing District Value by Class - 1/1/2013 for FY 2015 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 0 0 0 2,350,710 0 0 2,350,710 0 1 2,350,710 Taxable 0 0 0 2,233,175 0 0 2,233,175 0 2,233,175 Homestead Credits 0 1 Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2015 696,430 1,654,280 1,654,280 0 0 FY 2015 TIF Revenue Received: 0 TIF Taxing District Data Collection Local Government Name: DUBUQUE (31G288) Urban Renewal Area: DUBUQUE CITY GREATER DOWNTOWN URBAN RENEWAL (31033) TIF Taxing District Name: DUBUQUE CITY/DBQ COMM SCH/UR 74 INCREMENT TIF Taxing District Inc. Number: 31386 TIF Taxing District Base Year: 2010 UR Designation Slum No FY TIF Revenue First Received: 2015 Blighted No Subject to a Statutory end date? No Economic Development 06/2013 TIF Taxing District Value by Class - 1/1/2013 for FY 2015 1 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 0 0 0 0 0 0 0 0 Taxable 0 0 0 0 0 0 0 0 Homestead Credits Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2015 11,628,500 0 0 0 0 FY 2015 TIF Revenue Received: 0 Created: Thu Nov 05 14:33:24 CST 2015 Page 80 of 96 TIF Taxing District Data Collection Local Government Name: DUBUQUE (31G288) Urban Renewal Area: DUBUQUE CITY GREATER DOWNTOWN URBAN RENEWAL (31033) TIF Taxing District Name: DUBUQUE CITY/DBQ COMM SCH/UR 75 INCREMENT TIF Taxing District Inc. Number: 31388 TIF Taxing District Base Year: 2010 UR Designation Slum No FY TIF Revenue First Received: 2013 Blighted 08/2011 Subject to a Statutory end date? No Economic Development No TIF Taxing District Value by Class - 1/1/2013 for FY 2015 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 0 0 274,158 0 0 0 274,158 0 1 274,158 Taxable 0 0 260,451 0 0 0 260,451 0 260,451 Homestead Credits 0 Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2015 111,650 162,508 162,508 0 0 FY 2015 TIF Revenue Received: 0 TIF Taxing District Data Collection Local Government Name: DUBUQUE (31G288) Urban Renewal Area: DUBUQUE CITY GREATER DOWNTOWN URBAN RENEWAL (31033) TIF Taxing District Name: DUBUQUE CITY/DBQ COMM SCH/UR 91 INCREMENT TIF Taxing District Inc. Number: 31468 TIF Taxing District Base Year: 2011 UR Designation Slum No FY TIF Revenue First Received: Blighted No Subject to a Statutory end date? No Economic Development No TIF Taxing District Value by Class - 1/1/2013 for FY 2015 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 0 0 14,515,275 21,860,490 0 0 36,375,765 0 ' 36,375,765 Taxable 0 0 13,789,514 20,767,471 0 0 34,556,985 0 34,556,985 Homestead Credits 0 1 Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2015 35,896,030 479,735 479,735 0 0 FY 2015 TIF Revenue Received: 0 Created: Thu Nov 05 14:33:24 CST 2015 Page 81 of 96 TIF Taxing District Data Collection Local Government Name: DUBUQUE (31G288) Urban Renewal Area: DUBUQUE CITY GREATER DOWNTOWN URBAN RENEWAL (31033) TIF Taxing District Name: DUBUQUE CITY/DBQ COMM SCILUR 93 INCREMENT TIF Taxing District Inc. Number: 31480 TIF Taxing District Base Year: 0 UR Designation Slum No FY TIF Revenue First Received: 2015 Blighted No Subject to a Statutory end date? No Economic Development No TIF Taxing District Value by Class - 1/1/2013 for FY 2015 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 0 0 1,439,824 0 0 0 1,439,824 0 Taxable 0 0 1,367,833 0 0 0 1,367,833 0 Homestead Credits Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2015 1,333,170 106,654 106,654 0 0 FY 2015 TIF Revenue Received: 0 Created: Thu Nov 05 14:33:24 CST 2015 Page 82 of 96 Annual Urban Renewal Report, Fiscal Year 2014 - 2015 Urban Renewal Area Data Collection Local Government Name: DUBUQUE (31G288) Urban Renewal Area: DUBUQUE CITY (DUBUQUE BREWING & MALTING) UR 58 URBAN RENEWAL UR Area Number: 31042 UR Area Creation Date: 09/2008 To mitigate for blighting conditions and to develop public infrastructure, create quality employment opportunities with financial incentives and expand the UR Area Purpose: tax base. Base Increment Increment Tax Districts within this Urban Renewal Area No. No. Value Used DUBUQUE CITY/DBQ COMM SCH/UR58 INCREMENT 31333 31334 858,033 Urban Renewal Area Value by Class - 1/1/2013 for FY 2015 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 0 0 355,203 3,508,330 0 0 3,863,533 0 Taxable 0 0 337,444 3,332,918 0 0 3,670,362 0 Homestead Credits Flo TIF Sp. Rev. Fund Cash Balance Amount of 07-01-2014 Cash Balance as of 07-01-2014: 44,877 0 Restricted for LMI TIF Revenue: 25,941 TIF Sp. Revenue Fund Interest: 379 Property Tax Replacement Claims 0 Asset Sales & Loan Repayments: 0 Total Revenue: 26,320 Rebate Expenditures: 13,505 Non-Rebate Expenditures: 0 Returned to County Treasurer: 0 Total Expenditures: 13,505 Vp. Rev. and Cash Balance Amount of 06-30-2015 Cash Balance f 06-30-2015: 57,692 0 Restricted for LMI Created: Thu Nov 05 14:33:24 CST 2015 Page 83 of 96 Annual Urban Renewal Report, Fiscal Year 2014 - 2015 Projects For DUBUQUE CITY (DUBUQUE BREWING & MALTING) UR 58 URBAN RENEWAL Dubuque Stamp Description: Rebate associated with the expansion of Dubuque Stamp. Classification: Industrial/manufacturing property Physically Complete: Yes Payments Complete: No Created: Thu Nov 05 14:33:24 CST 2015 Page 84 of 96 6 Annual Urban Renewal Report, Fiscal Year 2014 - 2015 Debts/Obligations For DUBUQUE CITY (DUBUQUE BREWING & MALTING) UR 58 URBAN RENEWAL Dubuque Stamp Rebate Debt/Obligation Type: Rebates Principal: 34,396 Interest: 0 Total: 34,396 Annual Appropriation?: No Date Incurred: 07/01/2009 FY of Last Payment: 2020 Created: Thu Nov 05 14:33:24 CST 2015 Page 85 of 96 Annual Urban Renewal Report, Fiscal Year 2014 - 2015 Rebates For DUBUQUE CITY (DUBUQUE BREWING & MALTING) UR 58 URBAN RENEWAL Dubuque Stamp TIF Expenditure Amount: 13,505 Rebate Paid To: Dubuque Stamp Tied To Debt: Dubuque Stamp Rebate Tied To Project: Dubuque Stamp Projected Final FY of Rebate: 2020 Created: Thu Nov 05 14:33:24 CST 2015 Page 86 of 96 Annual Urban Renewal Report, Fiscal Year 2014 - 2015 Jobs For DUBUQUE CITY (DUBUQUE BREWING & MALTING) UR 58 URBAN RENEWAL Project: Dubuque Stamp Dubuque Stamping and Company Name: Manufacturing, Inc. Date Agreement Began: 03/02/2009 Date Agreement Ends: 05/01/2020 Number of Jobs Created or Retained: 135 Total Annual Wages of Required Jobs: 0 Total Estimated Private Capital Investment: 3,000,000 Total Estimated Cost of Public Infrastructure: 0 Created: Thu Nov 05 14:33:24 CST 2015 Page 87 of 96 al Report, Fiscal Year 2014 - 2015 TIF Taxing District Data Collection Local Government Name: DUBUQUE (31G288) Urban Renewal Area: DUBUQUE CITY (DUBUQUE BREWING & MALTING) UR 58 URBAN RENEWAL (31042) TIF Taxing District Name: DUBUQUE CITY/DBQ COMM SCH/UR58 INCREMENT TIF Taxing District Inc. Number: 31334 TIF Taxing District Base Year: 0 FY TIF Revenue First Received: 2011 UR resignation Slum No Subject to a Statutory end date? Yes Blighted No Fiscal year this TIF Taxing District Economic Development 07/2009 statutorily ends: 2029 TIF Taxing District Value by Class - 1/1/2013 for FY 2015 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 0 0 355,203 3,508,330 0 0 3,863,533 0 3,863,533 Taxable 0 0 337,444 3,332,918 0 0 3,670,362 0 3,670,362 Homestead Credits 0 � Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2015 3,005,500 858,033 858,033 0 0 FY 2015 TIF Revenue Received: 25,941 Created: Thu Nov 05 14:33:24 CST 2015 Page 88 of 96 Urban Renewal Area Data Collection Local Government Name: DUBUQUE (31G288) Urban Renewal Area: DUBUQUE CITY LAKE RIDGE URBAN RENEWAL UR Area Number: 31046 UR Area Creation Date: 08/2011 To Support the development of affordable, assisted senior living within the District through public actions such as the improvement of public infrastructure, use of tax increment financing and other UR Area Purpose: financial incentives. Base Increment Increment Tax Districts within this Urban Renewal Area No. No. Value Used DUBUQUE CITY/DBQ COMM SCH/UR 76 INCREMENT 31389 31390 588,994 Urban Renewal Area Value by Class - 1/1/2013 for FY 2015 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Tot Assessed 0 0 923,994 0 0 0 923,994 0 Taxable 0 0 877,794 0 0 0 877,794 0 Homestead Credits TIF Sp. Rev. Fund Cash Balance Amount of 07-01-2014 Cash Balance as of 07-01-2014: 5,213 0 Restricted for LIM TIF Revenue: 17,718 TIF Sp. Revenue Fund Interest: 0 Property Tax Replacement Claims 0 Asset Sales & Loan Repayments: 0 Total Revenue: 17,718 Rebate Expenditures: 16,245 Non-Rebate Expenditures: 0 Returned to County Treasurer: 0 Total Expenditures: 16,245 mount of 06-30-2015 Cash Balance 6,686 0 Restricted for LIM Created: Thu Nov 05 14:33:24 CST 2015 Page 89 of 96 ♦ Annual Urban Renewal Report, Fiscal Year 2014 - 2015 Projects For DUBUQUE CITY LAKE RIDGE URBAN RENEWAL Rose of Dubuque Description: Rebate agreement with the Rose of Dubuque, L.P. Classification: Low and Moderate Income Housing Physically Complete: Yes Payments Complete: No Created: Thu Nov 05 14:33:24 CST 2015 Page 90 of 96 �+ Annual Urban Renewal Report, Fiscal Year 2014 - 2015 Debts/Obligations For DUBUQUE CITY LAKE RIDGE URBAN RENEWAL The Rose Rebate Debt/Obligation Type: Rebates Principal: 148,624 Interest: 0 Total: 148,624 Annual Appropriation?: No Date Incurred: 06/01/2013 FY of Last Payment: 2023 Created: Thu Nov 05 14:33:24 CST 2015 Page 91 of 96 4 - 2015 Rebates For DUBUQUE CITY LAKE RIDGE URBAN RENEWAL The Rose of Dubuque TIF Expenditure Amount: 16,245 Rebate Paid To: The Rose of Dubuque Tied To Debt: The Rose Rebate Tied To Project: Rose of Dubuque Projected Final FY of Rebate: 2024 Created: Thu Nov 05 14:33:24 CST 2015 Page 92 of 96 TIF Taxing District Data Collection Local Government Name: DUBUQUE (31G288) Urban Renewal Area: DUBUQUE CITY LAKE RIDGE URBAN RENEWAL (31046) TIF Taxing District Name: DUBUQUE CITY/DBQ COMM SCH/UR 76 INCREMENT TIF Taxing District Inc. Number: 31390 TIF Taxing District Base Year: 0 UR Designation Slum No FY TIF Revenue First Received: 2015 Blighted No Subject to a Statutory end date? No Economic Development 08/2011 TIF Taxing District Value by Class - 1/1/2013 for FY 2015 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 0 0 923,994 0 0 0 923,994 0 Taxable 0 0 877,794 0 0 0 877,794 0 Homestead Credits Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2015 335,000 588,994 588,994 0 0 FY 2015 TIF Revenue Received: 17,718 Created: Thu Nov 05 14:33:24 CST 2015 Page 93 of 96 Urban Renewal Area Data Collection Local Government Name: DUBUQUE (31G288) Urban Renewal Area: North Cascade Road Housing Urban Renewal Area UR Area Number: 31900 UR Area Creation Date: 12/2014 The primary objective for the North Cascade Road Housing Urban Renewal Area is to stimulate, through public involvement and commitment, private investment in new housing and residential development as defined by Iowa Code Section UR Area Purpose: 403.17(12). Base Increment Increment Tax Districts within this Urban Renewal Area Value No. No. Used Urban Renewal Area Value by Class - 1/1/2013 for FY 2015 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 0 0 0 0 0 0 0 0 Taxable 0 0 0 0 0 0 0 0 Homestead Credits TIF Sp. Rev. Fund Cash Balance Amount of 07-01-2014 Cash Balance as of 07-01-2014: 0 0 Restricted for LMI TIF Revenue: 0 TIF Sp. Revenue Fund Interest: 0 Property Tax Replacement Claims 0 Asset Sales & Loan Repayments: 0 Total Revenue: 0 Rebate Expenditures: 0 Non-Rebate Expenditures: 0 Returned to County Treasurer: 0 Total Expenditures: 0 Sp. Rev. Fund Cash Balance Amount of 06-30-2015 Cash Balance of 06-30-2015: 0 0 Restricted for LMI Created: Thu Nov 05 14:33:24 CST 2015 Page 94 of 96 rban iscal Year 2014 - 2015 Projects For North Cascade Road Housing Urban Renewal Area Stormwater and Fiber Conduit - Subdivision portion Description: Developer Improvements to Timber Hyrst Subdivision Classification: Residential property (classified residential) Physically Complete: No Payments Complete: No Project CHANGE Acquisition and Resale of properties for low and moderate Description: income eligible participants Classification: Low and Moderate Income Housing Physically Complete: No Payments Complete: No Enhanced Neighborhood Park Description: Playground Equipment for Timer Hyrst Subdivision Recreational facilities (lake development, parks, ball fields, Classification: trails) Physically Complete: No Payments Complete: No Created: Thu Nov 05 14:33:24 CST 2015 Page 95 of 96 al R 15 Debts/Obligations For North Cascade Road Housing Urban Renewal Area Timber Hyrst Subdivision Fiber and Stormwater Improvements Outstanding LMI Housing Debt/Obligation Type: Obligations Principal: 201,411 Interest: 0 Total: 201,411 Annual Appropriation?: Yes Date Incurred: 04/01/2015 FY of Last Payment: 2019 Legal Fees Debt/Obligation Type: Internal Loans Principal: 5,550 Interest: 0 Total: 5,550 Annual Appropriation?: Yes Date Incurred: 06/30/2015 FY of Last Payment: 2026 Created: Thu Nov 05 14:33:24 CST 2015 Page 96 of 96