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#08 Dissolve TIF District #7 (File Res. #2009-602)Economic Development Memorandum Date: May 4, 2009 TO: City Council FROM: Doug Venable, Director of Economic Development SUBJECT: Action on a Resolution Dissolving Tax Incremental Finance District No. 7 (File Resolution 2009- 602) I. Summary Wisconsin’s Tax Increment Finance (TIF) Law (Wisconsin Statutes 66.1105) requires the dissolution of a TIF district when all of the TIF project costs have been recovered or no later than 27 years after the date of creation. The City Council created the 25.26-acre TIF No. 7 in 1992 to facilitate the expansion of Swing N’Slide. In 1999, the Project Plan for TIF No. 7 was amended to share its positive tax increments with TIF No. 3 for five years. In 2003, the Project Plan was amended again to share the positive tax increments with TIF No. 3 for a second, five-year period. All TIF No. 7 costs have been recovered and the district is ready to be dissolved. TIF No. 7 was created with a base value of $1.83 million and now has a value of $3.78 million. Over the life of the TIF District, the City invested $225,581 in TIF No. 7; and transferred $551,169 in positive TIF incremental revenues to TIF No. 3. TIF No. 7 will be dissolved with a fund balance of $ -0-. II. Recommendation The Community Development Department recommends that the Council adopt Resolution 2009 - 602, dissolving Tax Increment Finance District No. 7. III. Suggested Motion Move to adopt file Resolution No. 2009 - 602 dissolving TIF No. 7. IV. City Manager Recommendation The City Manager concurs with staff’s recommendation. V. Background and Project Summary TIF No. 7 was created by the City Council in 1992 to facilitate the continued expansion of Swing N’Slide on Barberry Dr. The TIF No. 7 Project Plan included funds for industrial land development, street improvements, and administrative costs. Over the life of the TIF District, the City invested $176,691 in capital improvements, compared to a Project Plan budget of $194,275. Interest and financing charges totaled $34,656. The City also spent $14,637 in administrative costs, compared to a Project Plan budget of $20,000. ??? Economic Development Department Box 5005 Janesville, WI 53547-5005 755-3180 Dissolution of TIF No. 7 May 4, 2009 Page 2 In 1999 and 2003, the City Council adopted amendments to TIF No. 7 which allowed the positive tax increments from TIF No. 7 to be shared by TIF No. 3 downtown. From 2000 – 2009, TIF No. 7 provided TIF No. 3 with a total of $551,169 in shared TIF funds. Over the life of TIF No. 7, TIF revenues of $775,298 equaled TIF expenditures, so there are no funds remaining to be returned to the participating taxing jurisdictions. The primary development in TIF No. 7 was a 48,000 SF expansion by Swing N’Slide with an estimated value of $1.2 million. Combined with the value of the existing building, the after-construction value of Swing N’Slide’s facility was to exceed $2.86 million. For 2009, Swing N’Slide’s facility has an equalized property valuation of $3,207,700 and generated approximately $42,500 in TIF incremental revenues. The TIF Agreement with Swing N’Slide also called for the Company to expand employment by Sixty (60) workers to 215 workers by July, 1994. The company employed 220 workers in early 1995. Swing N’Slide went public and merged with Playcore, but retains a production facility here in Janesville. Today, the company employs approximately 70 workers year round and expands employment to 200 workers during peak seasonal production. The company also leases additional warehouse space at several locations in the City. The measures for property value created, taxes paid, and jobs created all show that TIF No. 7 has been successful at retaining a local manufacturing employer and facilitating its growth. Upon dissolution, $1.95 million in new property tax base will be returned to the tax rolls. VI. Financial Summary Attached Table One summarizes the revenues and expenditures for TIF No. 7 from the date of creation through April 30, 2009. TIF revenues equaled TIF costs so there are no excess TIF funds to be returned to the participating taxing jurisdictions. Douglas Venable cc: Jacob J. Winzenz, Director of Administrative Services/Assistant City Manager Attachments: Resolution 2009 - 602 TIF No. 7 Map TIF No. 7 Sources and Uses Statement Resolution No. 2009 – 602 A Resolution Authorizing the Dissolution of Tax Increment Finance District No. 7 WHEREAS, the Common Council of the City of Janesville, pursuant to Wisconsin’s Tax Increment Law (Section 66.1105 Wisconsin Statutes), created Tax Increment Finance District No. 7 (TIF No. 7) by adopting Resolution No. 92 - 1519 on July 27, 1992; and WHEREAS, the development projects contemplated in the TIF No. 7 Project Plan are completed and all of the City’s costs associated with TIF No. 7 have been fully recovered through the positive tax increments on new property value created within TIF No. 7; and WHEREAS, TIF No. 7 has received tax increments equal to project costs and there are no TIF No. 7 funds to return to the overlying local taxing jurisdictions, NOW, THEREFORE, BE IT RESOLVED by the Common Council of the City of Janesville, that TIF No. 7 is hereby terminated and dissolved and that the City Clerk-Treasurer is hereby directed to notify the Wisconsin Department of Revenue of this dissolution according to Section 66.1105 (8), Wisconsin Statutes. ADOPTED: Motion by: Second by: APPROVED: Councilmember Aye Nay Pass Absent Brunner McDonald Eric J. Levitt, City Manager Perrotto Rashkin ATTEST: Steeber Truman Voskuil Jean Ann Wulf, City Clerk-Treasurer APPROVED AS TO FORM: City Attorney Proposed by: City Manager Prepared by: Director of Economic Development CITY OF JANESVILLE TAX INCREMENTAL DISTRICT NO. 7 DETAILED SUMMARY OF SOURCES, USES AND STATUS OF FUNDS From Date of Creation Through April 30, 2009 199219931994199519961997199819992000 SOURCES OF FUNDS TIF Increment$ -$ - $ 43,341$ 47,375$ 42,596$ 34,749$ 34,407$ 38,946$ 33,525 Computer exemption increment - - - - - - - - 7,040 Guarantee payments - - - - - 12,177 16,035 6,236 10,714 Investment income - - 504 1,450 1,877 2,549 3,330 3,265 2,479 Proceeds of long-term debt - 170,000 - - - - - - - Total Sources of Funds - 170,000 43,845 48,825 44,473 49,475 53,772 48,447 53,758 USES OF FUNDS Capital expenditures 168,929 - - 7,068 - 694 - - - Administrative costs 2,495 698 1,531 1,948 167 174 89 46 859 Interest on advances 978 3,299 - - - - - - - Transfers to TIF # 3 - - - - - - - - 123,241 Issuance Expenses - 1,112 - - - - - - - Interest on long-term debt - - 8,671 7,020 5,783 4,270 2,623 900 - Principal on long-term debt - - 15,000 20,000 25,000 30,000 35,000 45,000 - Total Uses 172,402 5,109 25,202 36,036 30,950 35,138 37,712 45,946 124,100 TAX INCREMENTAL DISTRICT NO. 7 DETAILED SUMMARY OF SOURCES, USES AND STATUS OF FUNDS From Date of Creation Through April 30, 2009 Project Plan 200120022003200420052006200720082009TotalsEstimate SOURCES OF FUNDS TIF Increment$ 33,814$ 44,060$ 50,746$ 76,300$ 43,089$ 52,379$ 37,763$ 35,199$ 42,482$ 690,771$ 763,083 Computer exemption increment 4,605 109 - - 8,969 - 2,256 2,787 - 25,766 - Guarantee payments - - - - - - - - - 45,162 - Investment income - - - - - - - - - 15,454 12,215 Proceeds of long-term debt - - - - - - - - - 170,000 - Total Sources of Funds 38,419 44,169 50,746 76,300 52,058 52,379 40,019 37,986 42,482 947,153 775,298 USES OF FUNDS Capital expenditures - - - - - - - - - 176,691 194,275 Administrative costs - 27 3,038 93 - 16 19 34 3,403 14,637 20,000 Interest on advances - - - - - - - - - 4,277 - Transfers to TIF # 3 38,419 44,142 47,708 76,207 52,058 52,363 40,000 37,952 39,079 551,169 561,023 Issuance Expenses - - - - - - - - - 1,112 - Interest on long-term debt - - - - - - - - - 29,267 - Principal on long-term debt - - - - - - - - - 170,000 - Total Uses 38,419 44,169 50,746 76,300 52,058 52,379 40,019 37,986 42,482 947,153 775,298 FUND BALANCE - April 30, 2009$ -0-