HomeMy WebLinkAboutSpecial Council Meeting 03/19/2018ECONOMIC OPPORTUNITY ZONE
APPLICATION TO NOMINATE
LOW-INCOME COMMUNITY CENSUS TRACTS
Overview
The Tax Cut and Jobs Act of 2017 established a new economic development program called Opportunity Zones designed
to encourage long-term private investments in low-income communities.
The program provides a federal tax incentive for taxpayers who reinvest unrealized capital gains into Opportunity Funds,
which are specialized vehicles dedicated to investing in low-income areas called Opportunity Zones. The zones
themselves are to be comprised of Low -Income Community Census Tracts (LIC) and designated by governors in every
state and territory. Once designated, the tracts will be in place for 10 years. The U.S. Treasury will administer the
program.
Twenty-five percent of a state's Low -Income Community census (LIC) tracts are eligible to be nominated to the U.S.
Treasury for Opportunity Zone designation. Governors have until April 21 (extension deadline) to nominate their
Opportunity Zone choices. In Iowa, 60 LIC tracts out of the eligible 239 LIC tracts will be nominated.
A map and a list of LIC tracts by state can be found here: www.cdfifund.gov/Pages/Opportunity-Zones.aspx
You must verify your eligibility before completing the application.
Due Date
Completed applications are due by: 5:00 PM ON MARCH 19, 2018 — late applications will not be accepted
Submissions must be sent to: opportunityzones(cr�iowaeda.com
Instructions
Please verify you are an eligible census tract.
Submissions cannot exceed five pages.
Community Name:
City of Waterloo
Mayor Name:
Quentin Hart
Mayor Signature:
Date:
City Hall Address: City, State, Zip Code:
715 Mulberry Street, Waterloo, Iowa 50703
Primary Contact:
Noel Anderson
Title of Primary Contact:
Community Planning & Development Director
Primary Contact E-mail Address:
noel.anderson@waterloo-ia.org
Primary Contact Telephone Number:
319.291.4366 office or 319.290.6357 cell
Eligible Low-income Census Tracts (REQUIRED — rank them if more than one):
1. Census Tract No. 1 (1901 3000 100)
2. Census Tract No. 9 (1901 300 1000)
3. Census Tract No. 7 (1901 3000 700)
4. Census Tract No. 18 (1901 300 1800)
What is the vision for your community and how will having an Opportunity Zone assist in realizing that
vision?
The City of Waterloo is working to revitialize our built community. Downtown Waterloo (Census Tract No. 1) is in the
midst of our original Riverfront Renaissance Project (Vision Iowa funded). The City has now completed the majority of
the public improvements (Amphitheatre, River Walk Loop, Cedar Valley SportsPlex, dam improvements (for boatable/
recreational water use on the Cedar River), and is working to acquire land, find developers to invest and create
attractions, business development, and job creation along the Cedar River riverfront and adjacent downtown Waterloo
locations. The City of Waterloo has worked vigorously to eliminate empty, blighted, and underutilized structures and
sites for new downtown and pedestrian -friendly developments. With many possible projects available, the added
incentive of the Opportunity Zone Program would open options for financing of the projects to commence. These
projects include multiple multi -story, mixed-use buildings to bring both residents and businesses to downtown
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Waterloo.
The City of Waterloo continues to take steps to maintain and grow our retail center around the Crossroads Shopping
Mall (Census Tract No. 9). With multiple vacancies and a need for new business and retail space, the City is re-
examining the transportation network in and around this area, recreating corridors for new business opportunity and
site development, as well as assisting existing businesses to strengthen and grow in current locations. In recent
years, the City has seen many stores close while trying to bring more residential closer to them through differing
incentive programs and infrastructure investment. This Census Tract also contains low-income areas along the
Highway 218 corridor which need transformation. An area riddled with incompatible houses next to industrial
businesses, the City continues to work towards appropriate land use redevelopment and an infill industrial park setting
for the near -highway location. With the use of 657A for the removal of abandoned houses, the City is seeing some
infill redevelopment of small businesses, but there remains much to do within the stretch from 6th to 18th Street.
The City of Waterloo continues to work on the decaying neighborhood left from the closure of Rath Packing in the late
1980's. Many of the employees from the packing plant lived in these nearby neighrbohoods. Blocks of homes were
left abandoned or sold to landlords for close to nothing. As a result, high tenant occupancy and lack of overall
investment has occurred over the last 30+ years. This area remains our Targeted Neighborhood for the infusion of
Community Development Block Grant (CDBG) funding for rehabiliation of homes, business development, and blighted
demolitions. The City has recently been successful for the new construction of nine new homes to the area through
the use of Neighborhood Stabilization Program (NSP) funding, Iowa Brownfields funding, CDBG funds, and private
investment. This represents only two blocks of an approximate 40 -block census tract.
The City of Waterloo is searching for ways to increase investment on the northern end of Waterloo. The City recently
received two awards for historic preservation grants to help encourage such investment. With a lack of new
subdivision development and only a small start towards any type of retail district, the task is monumental. Census
Tract 18 has a large amount of vacant lots and is a part of the original "triangle" area where African Amercian workers
were allowed to live in the early part of the 20th century. The Opprtunity Zone layering would work to add another tool
to the incentives offered to reinvest in this area of the community. With the City of Waterloo working to assemble land
parcels for development, cleaning up brownfields within the area, and creating jobs in the Northeast Industrial Park
area to the east, we believe the opprtunity for investment is increasing for this area.
Describe any economic hardships your community has faced over the last five years.
The City of Waterloo continues to struggle in the core redevelopment of our downtown area, with many vacant store
fronts and blighted structures - some from as early as the late 1960's. These empty store fronts detract from infill
investment from new stores and companies as they see the empty blighted structures and look for other alternative
sites.
The City has lost many stores in the last five years including KMart, Sears, JC Penney's, Toys R Us, Lone Star, Hobby
Lobby, Scheels, Slumberland, Old Navy, and, most recently, a Hy Vee grocery store. OCWEN Financial continues to
outsource jobs formerly in the Waterloo communty with over 50,000 sq. ft. of empty office space.
The City of Waterloo continues to be a state leader in the use of State Code Section 657A due to a high number of
blighted, abandoned, and dangerous structures within the City. The City owns over 100 empty lots within low to
moderate income areas (Census Tracts 1, 9, 7, and 18) of the community. The need for new investment and new
opportunites to help that investment is critical to turning these neighborhoods and business districts around for a
positive impact on the community.
To further note hardships, Black Hawk County has been delcared an enocomically distressed county foir the last 3
years ending in 2016-2018. As an econimcaly distressed county, we rank among the bottom 25 of all Iowa counties in
a) Average monthly unemployment level for the most recent twelve-month period, and/or b) Average annualized
unemployment level for the most recent five-year period.
If awarded one of the Economic Opportunity Zones, what would your community do to attract investment?
Please explain how this will spur entrepreneurial activity and economic growth.
The City of Waterloo prides itself on innovative ways to make projects happen. From being awarded the first Iowa
Reinvestment District site, to working in colaboration with Habitat for Humanity for inner neighborhood development, to
working through the conventional High Quality Job Creation and other programs with IEDA for business development,
the City of Waterloo finds ways to make investment work.
For the described areas, the City will work to identify projects, developers, and sites within the zones for infill
redevelopment, job creation, neighborhood redevelopment, and blight elimination.
As mentioned above, Census Tract No.1 has opportunities in place with further sites being developed for new
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,nvestment in mixed-use buildings to acquire sites, demolish blighted structures, environmental testing, and
infrastructure upgrades or relocations. The City of Waterloo will work to acquire and demolish sites, utilize our EPA
assessment grant funds for environmental testing to attract developers to the area. The City also has this area within
the Downtown TIF District and offers tax rebates to help offset upfront construction and business start-up costs.
Census Tract No. 9 represents a mix of the highway corridor blighted area, and the Crossroads Mall area. The first
spans through both the Downtoiwn TIF District and the Rath TIF District. Both areas offer tax rebates through the
respective districts, but the area is also located within the City's Consolidated Urban Revitalization Area (CURA) which
also offers tax abatement, which is friendlier and easier for small business development. The City would work to
assemble sites and demolish blight from this area for new infill and business investment. The Mall area is located
within the Crossraods TIF District, which offers tax rebates for new business development. The City has also
committed over $700,000 in Metropolitan Planning Organziation (MPO) funds for transportation study and
improvements to help revitalize this area for efficient travel and redevelopment.
Census Tracts 7 and 18 lie within the CURA, the Rath, and the Logan TIF Districts respectively, allowing the City of
Waterloo to help prepare sites for redevelopment, infrastructure extension, upgrade, or relocation, and tax incentives
for investment to the area.
Through all of the above-mentioned sites, districts, and programs, the City is essentially working to create shovel -
ready sites and a business/neighborhood environment to encourage entreprenurial activity and economic growth.
Through past use of these steps, initiatives, and programs, the City has seen selective successes in both business
growth, neighborhood revitalization, and overall community improvement. We have partnered with multiple entities -
the Boys and Girls Club, Habitat for Humanity, the Waterloo Community School District, Hawkeye Community College,
Greater Cedar Valley Alliance, IEDA, SHPO, EPA, DNR, MPO Board, IDOT, HUD, Black Hawk County Economic
Development, Waterloo Downtown Corporation, Main Street Waterloo, Board of Realtors (for commercial and
residential), Iowa Finance Authority, and, most importantly, private businesses, investors, and developers.
Describe key leaders that would work to attract investment into the Economic Opportunity Zone.
Key leaders in this effort are: Mayor Quentin Hart, Waterloo City Council, Community Planning and & Development
Director Noel Anderson, and Economic Development Specialist Adrienne Miller. All are key leaders in this effort for the
City of Waterloo.
The City will continue to work with all our great partners in this venture to bring forth new investment and
improvements through business development and neighborhood improvements in the areas described within the ten
year time period of the Opportunity Zone designation.
Describe past successes in bringing economic investment to your community.
In recent years, the City of Waterloo has worked in many facets to bring new opportunities and new investment to
Waterloo:
Residential Development: The City has adopted the City Limits Urban Revitalization Area (CLURA), bringing tax
abatement for new one- and two-family homes. CLURA has increased our annual housing construction numbers by
34.8% for one- and two- family homes (42.8% for overall housing unit numbers) with an investment of over $10 million
per year. A partnership between the City and the Waterloo Community School District has created over 40 new
homes on multiple locations where schools have been demolished throughout the city. This partnership has brought
new homes to older neighborhoods, added those properties to the tax base and eliminated maintenance costs for the
Waterloo Community School District and City of Waterloo.
We have layered our TIF boundaries over public and private land for commercial, industrial and retail properties. This
minimizes the infrastructure by the City of Waterloo while encouraging private developers to continue to invest and
develop business parks and shovel -ready lots for development.
We have further utilized other funding sources to match our local incentives: IDOT RISE program, EPA Assessment
grant funds, SHPO and brownfield/greyfield tax credits, and other IEDA programs to help stimulate development for
lots development, business investment - such as the Con Agra Pudding Plant expansion for David's Sunflower Seeds,
Hydrite Chemical multiple expansions, VGM Companies 70,000 sq. ft. professional office expansion, recreation of the
former Grant Hotel sites from a $1.1 million tax base to a growing $15+ million planned tax base (with two phases of
three under construction), the reformation and rebirth of the TechWorks site from former Deere and Company
buildings through the Iowa Reinvestment District program, the recent announcement by Tyson Foods to add hundreds
of jobs and over $50 million in investment to our Northeast Industrial Park area is a continuing and growing partnership
by the City of Waterloo meeting the needs for water and sewer improvements for existing business, the construction
underway for the $5 million, 50,000 sq. ft. expansion by Crystal Distribution on the brownfield site of the former Rath
packing plant is a long term investment by the demoltion of the former packing plant buildings from the area by the
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City, brownfield testing, cleanup, investment and belief in the overall redevelopment of the area by the community ana
by Crystal as a private company, the redevelopment of an empty building on West Airline Highway to allow Criterion
Inc., and Accurate Gear (both smaller CNC type companies) to both expand their footprints and industrial space, add
employees, and have the City of Waterloo gain additional land in an area for future development, the City's plans to
create a rail -served industrial park - partnering with Standard Distribution (using the State LIFT program funds) to kick
start this 310 acre park for long-term development near the Waterloo Regional Airport, the City partnering with local
entrepreneur Harold Youngblut which allowed him to purchase the former Greyhound Park site and the 100+ acres of
land surrounding it (from a California based trust that had no plans to do anything) for development at the Highway 20
and Highway 63 interchange area. This partnership with Mr. Youngblut to install infrastructure, create lots, and bring
forth over $30 million in built, under construction or planned projects to the area of the original land site will spur
additional development on surrounding sites.
What other resources would you combine within the Economic Opportunity Zone to attract an investor?
The City utilizes, as mention above, a plethora of sources and resources, including 1) our own local incentives through
urban renewal and urban revitalization programs; 2) State and Federal resources through the tax credit and grant
programs such as historic, brownfield/greyfield, HQJC through IEDA, Iowa Finance Authority; 3) other grant
opportunities through federal transportation funds, EPA funds, EDA funds, and State resources such as SHPO; 4)
other sources we may be able to access through designations such as CDBG, NSP, HUD; and finally 5) our
relationships with private investors to bring forth the investment. The City of Waterloo has been very successful in
working with local entities, developers, and investors as well as national consultants, developers, and contractors to
bring forth projects to fruition in our community.
The City of Waterloo utilizes Tax Increment Financing (TIF) funds to assist with redevelopment throughout the City.
TIF funds would be available in many of the Opportunity Zone census tracts listed as eligible for the City of Waterloo.
Along with TIF Districts, the City of Waterloo has utlized local, state, and federal funds for many projects throughout
the community. Such funds include, but are not limited to, local Urban Revitalization exemptions, State Workforce
Housing Tax Credits, state and federal Historic Tax Credits, and EPA brownfield Assessment Grant funds. The City
also works closely with the Greater Cedar Valley Alliance and Hawkeye Community College who are able to assist
with additional programs for new or growing businesses with their talent and workforce development programs. Black
Hawk Economic Development is located in Waterloo and is able to assist with Small Business Association (SBA)
revolving loans and intermediary relending programs. The City of Waterloo also works with Buxton out of Texas to
bring additional leads of companies that are looking to expand their footprint nationally or in the State of Iowa.
What is your average unemployment rate
over the last five years?
Use attached five-year 2012-2016
unemployment rate spreadsheet
Census Tract 1 = 33.5%
Census Tract 9 = 2.4%
Census Tract 7 = 23.3%
Census Tract 18 = 24.6%
How many business closures have
occurred in your community over the last
five years?
6 large companies. Several smaller stores.
For the 2017-2018 school year, what is the percentage of eligible
students receiving free or reduced -priced lunches by district?
56.09%
www. ed ucateiowa.gov/documents/district-level/2018/02/2017-18-
iowa-public-school-k-12-students-eligible-free-and-reduced
How many jobs have been lost because of those business
closures in the last five years?
1,946. Note: Black Hawk County has been delcared an econimcally
distressed county for the last three years 2016-2018.
02/2018
NOTICE OF SPECIAL MEETING
OF
CITY COUNCIL, CITY OF WATERLOO, IOWA
/TO CITY COUNCIL MEMBERS OF THE CITY OF WATERLOO, IOWA:
You are hereby notified that a Special Session of the City Council will be held at 3:30
p.m. on Monday, March 19, 2018, in the Harold E. Getty Council Chambers, on adopting the
FYE2019 budget. No other official business will be conducted at said meeting.
Quentin Hart, Mayor
Due and timely of the above notice is hereby accepted the 19th day of March 2018 by me
a dully elected, qualified and acting Councilperson of Waterloo, Iowa.
Tiskie,‘)
Sharon Juon
I, LeAnn Even, hereby certify that I have served the above notice of Councilperson
Sharon Juon distributing same to her personally.
617
Iv
Le .Vr M. Evek
Deput City Clerk