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HomeMy WebLinkAboutWaterloo Downtown Urban Renewal 07008 FYE2023 - 11.20.2023CITY TIF FORM 1 - INDEBTEDNESS CERTIFICATION Cover Sheet CODE OF IOWA SECTION 403.19 TAX INCREMENT FINANCING (TIF) INDEBTEDNESS CERTIFICATION TO COUNTY AUDITOR Due To County Auditor By December 1 Prior To The Fiscal Year TIF Increment Tax Is Requested Use One Certification Per Urban Renewal Area City: Waterloo Urban Renewal Area Name: Waterloo Downtown Urban Renewal County: Black Hawk Urban Renewal Area Number: 07008 (Use five -digit Area Number Assigned by the County Auditor) I hereby certify to the County Auditor that for the Urban Renewal Area within the City and County named above the City has outstanding loans, advances, indebtedness, or bonds, none of which have been previously certified, in the collective amount shown below, all of which qualify for repayment from the special fund referred to in paragraph 2 of Section 403.19 of the Code of Iowa. Urban Renewal Area Indebtedness Not Previously Certified*: $ 10,145,666 *There must be attached a supporting itemized listing of the dates that individual loans, advances, indebtedness, or bonds were initially approved by the governing body. (Complete and attach 'CITY TIF FORM 1.1'.) The County Auditor shall provide the available TIF increment tax in subsequent fiscal years without further certification until the above -stated amount of indebtedness is paid to the City. However, for any fiscal year a City may elect to receive less than the available TIF increment tax by certifying the requested amount to the County Auditor on or before the preceding December 1. (File'CITY TIF FORM 2' with the County Auditor by the preceding December 1 for each of those fiscal years where all of the TIF increment tax is not requested.) A City reducing certified TIF indebtedness by any reason other than application of TIF increment tax received from the County Treasurer shall certify such reduced amounts to the County Auditor no later than December 1 of the year of occurrence. (File 'CITY TIF 'FORM 3' with the County Auditor when TIF indebtedness has been reduced by any reason other than application of TIF increment tax received from the County Treasurer.) Notes/Additional Information: Please note that we removed $222,357.00 in debt reductions and revenue adjustments using Form 3 that did not carry to this form. Net debt outstanding at 6/30/2023 should be $47,127,167.30 Dated this 20 day of 62ueitEuz �-L�crE `'; Signature of Authorized Official November 2023 319.291.4323 Telephone CITY TIF FORM 1.1 - To be attached to CITY TIF FORM 1 - INDEBTEDNESS CERTIFICATION Page 1 TIF INDEBTEDNESS NOT PREVIOUSLY CERTIFIED ELIGIBLE FOR TAX COLLECTIONS NEXT FISCAL YEAR City: Waterloo County: Black Hawk Urban Renewal Area Name: Waterloo Downtown Urban Renewal Urban Renewal Area Number: 07008 (Use five -digit Area Number Assigned by the County Auditor) Individual TIF Indebtedness Type/Description/Details: Date Approved*: Total Amount: 1. Main Street Contract FY23 $60,000 7/18/2022 60,000 F�'X' this box if a rebate agreement. List administrative details on lines above. 2. Administrative Expenses FY23 6/20/2023 93,239 FI'X' this box if a rebate agreement. List administrative details on lines above. 3. Marina Construction Fy22 $117,160.92 1/18/2022 809,236 n'X' this box if a rebate agreement. List administrative details on lines above. 4. LSB Grant 10/7/2019 183,333 xl'X' this box if a rebate agreement. List administrative details on lines above. 5. WCO Relocation FY23 01/03/2023 17,500 Q'X' this box if a rebate agreement. List administrative details on lines above If more indebtedness entry lines are needed continue to Form 1.1 Page 2. Total For City TIF Form 1.1 Page 1: 1,163,308 * "Date Approved" is the date that the local governing body initially approved the TIF indebtedness. CITY TIF FORM 1.1 - To be attached to CITY TIF FORM 1 - INDEBTEDNESS CERTIFICATION Page 2 TIF INDEBTEDNESS NOT PREVIOUSLY CERTIFIED ELIGIBLE FOR TAX COLLECTIONS NEXT FISCAL YEAR City: Waterloo County: Black Hawk Urban Renewal Area Name: Waterloo Downtown Urban Renewal Urban Renewal Area Number: 07008 (Use five -digit Area Number Assigned by the County Auditor) Individual TIF Indebtedness Type/Description/Details: Date Approved*: Total Amount: 6. Whitewater Course FY23 10/17/2022 122,814 Q'X' this box if a rebate agreement. List administrative details on lines above. 7. 08/21 /2022 1,056 Jefferson Streetscape FY23 FI'X' this box if a rebate agreement. List administrative details on lines above. 8. CFA Parking Lot FY23 10/19/2020 62,322 n'X' this box if a rebate agreement. List administrative details on lines above. 9. Hotel President Rebates $1110 10/20/2014 1,110 xl'X' this box if a rebate agreement. List administrative details on lines above. 10. Arts Mall Property Rebates $122,604 07/16/2018 122,604 Q'X' this box if a rebate agreement. List administrative details on lines above If more indebtedness entry lines are needed continue to Form 1.1 Page 3. Total For City TIF Form 1.1 Page 2: 309,906 * "Date Approved" is the date that the local governing body initially approved the TIF indebtedness. CITY TIF FORM 1.1 - To be attached to CITY TIF FORM 1 - INDEBTEDNESS CERTIFICATION Page 3 TIF INDEBTEDNESS NOT PREVIOUSLY CERTIFIED ELIGIBLE FOR TAX COLLECTIONS NEXT FISCAL YEAR City: Waterloo County: Black Hawk Urban Renewal Area Name: Waterloo Downtown Urban Renewal Urban Renewal Area Number: 07008 (Use five -digit Area Number Assigned by the County Auditor) Individual TIF Indebtedness Type/Description/Details: Date Approved*: Total Amount: 11. CV Realestate Rebates $15,336 01/22/2019 15,336 Q'X' this box if a rebate agreement. List administrative details on lines above. 12. Makenda LLC Rebates $204,912 10/19/2019 204,912 xl'X' this box if a rebate agreement. List administrative details on lines above. 13. Hardcourt Facility Site Clean up 09/05/2023 2,695,704 n'X' this box if a rebate agreement. List administrative details on lines above. 14. Park Avenue Bridge Reconstruction Project $5,756,500 11/1/2021 5,756,500 FI'X' this box if a rebate agreement. List administrative details on lines above. 15. n'X' this box if a rebate agreement. List administrative details on lines above. If more indebtedness entry lines are needed continue to Form 1.1 Page 4. Total For City TIF Form 1.1 Page 3: 8,672,452 * "Date Approved" is the date that the local governing body initially approved the TIF indebtedness. Cy11V&I101010 M IPA SPECIFIC DOLLAR REQUEST FOR AVAILABLE TIF INCREMENT TAX FOR NEXT FISCAL YEAR CERTIFICATION TO COUNTY AUDITOR Due To County Auditor By December 1 Prior To The Fiscal Year Where Less Than The Legally Available TIF Increment Tax Is Requested Use One Certification Per Urban Renewal Area City: Waterloo Urban Renewal Area Name: Waterloo Downtown Urban Renewal County: Black Hawk Urban Renewal Area Number: 07008 (Use five -digit Area Number Assigned by the County Auditor) I hereby certify to the County Auditor that for the next fiscal year and for the Urban Renewal Area within the City and County named above, the City requests less than the maximum legally available TIF increment tax as detailed below. Provide sufficient detail so that the County Auditor will know how to specifically administer your request. For example you may have multiple indebtedness certifications in an Urban Renewal Area, and want the maximum tax for rebate agreement property that the County has segregated into separate taxing districts, but only want a portion of the available increment tax from the remainder of the taxing districts in the Area. Specific Instructions To County Auditor For Administering The Request That This Urban Renewal Area Generate Less Than The Maximum Available TIF Increment Tax: Please certify the estimated max less $1,322,775 of increment revenue. Dated this 20 62uerc-Cuz ��CGI'E '°�' day of November Amount Requested: 2023 Signature of Authorized Official Telephone Cyrr&I101010MEd TIF INDEBTEDNESS HAS BEEN REDUCED BY REASON OTHER THAN APPLICATION OF TIF INCREMENT TAX RECEIVED FROM THE COUNTY TREASURER CERTIFICATION TO COUNTY AUDITOR Use One Certification Per Urban Renewal Area City: Waterloo Urban Renewal Area Name: Waterloo Downtown Urban Renewal County: Black Hawk Urban Renewal Area Number: 07015 (Use five -digit Area Number Assigned by the County Auditor) I hereby certify to the County Auditor that for the Urban Renewal Area within the City and County named above, the City has reduced previously certified indebtedness, by reason other than application of TIF increment tax received from the County Treasurer, by the total amount as shown below. Provide sufficient detail so that the County Auditor will know how to specially administer your request. For example, you could have multiple indebtedness certifications in the Urban Renewal Area, and the County Auditor would need to know which particular indebtedness certifcation(s) to reduce. If rebate agreements are involved with a reduction, and the County has segregated the rebate property into separate TIF Increment taxing districts, provide the five -digit county increment taxing district numbers for reference. Individual TIF Indebtedness Type/Description/Details: Amount Reduced: IRD Reimbursment FY2023 170,000 Bread to Beer Tax Rebate Estimate Adjustment Reduction: $2518 2,518 Twin Trees rebate reduction $9353 9,353 3 Stooges rebate reduction $1258 1,258 Grand Crossing I & II rebate reduction $4898 4,898 Park Avenue Lofts Rebate reduction $24914 24,914 Gaymond Shultz rebate reduction $6302 6,302 Fischels Rebate Reduction $2908 2,908 JSA Development Properties Rebate Reduction $206 206 Elizabeth Blake Rebate Reduction $4630 4,630 Total Reduction In Indebtedness For This Urban Renewal Area: 226,987 Dated this 20 day of November 1 2023 62uerc�ciz �crE 319.291.4323 Signature of Authorized Official Telephone CITY TIF FORM 1 - INDEBTEDNESS CERTIFICATION Cover Sheet CODE OF IOWA SECTION 403.19 TAX INCREMENT FINANCING (TIF) INDEBTEDNESS CERTIFICATION TO COUNTY AUDITOR Due To County Auditor By December 1 Prior To The Fiscal Year TIF Increment Tax Is Requested Use One Certification Per Urban Renewal Area City: Waterloo Urban Renewal Area Name: Waterloo Downtown Urban Renewal County: Black Hawk Urban Renewal Area Number: 07008 (Use five -digit Area Number Assigned by the County Auditor) I hereby certify to the County Auditor that for the Urban Renewal Area within the City and County named above the City has outstanding loans, advances, indebtedness, or bonds, none of which have been previously certified, in the collective amount shown below, all of which qualify for repayment from the special fund referred to in paragraph 2 of Section 403.19 of the Code of Iowa. Urban Renewal Area Indebtedness Not Previously Certified*: $ 10,145,666 *There must be attached a supporting itemized listing of the dates that individual loans, advances, indebtedness, or bonds were initially approved by the governing body. (Complete and attach 'CITY TIF FORM 1.1'.) The County Auditor shall provide the available TIF increment tax in subsequent fiscal years without further certification until the above -stated amount of indebtedness is paid to the City. However, for any fiscal year a City may elect to receive less than the available TIF increment tax by certifying the requested amount to the County Auditor on or before the preceding December 1. (File'CITY TIF FORM 2' with the County Auditor by the preceding December 1 for each of those fiscal years where all of the TIF increment tax is not requested.) A City reducing certified TIF indebtedness by any reason other than application of TIF increment tax received from the County Treasurer shall certify such reduced amounts to the County Auditor no later than December 1 of the year of occurrence. (File 'CITY TIF 'FORM 3' with the County Auditor when TIF indebtedness has been reduced by any reason other than application of TIF increment tax received from the County Treasurer.) Notes/Additional Information: Please note that we removed $222,357.00 in debt reductions and revenue adjustments using Form 3 that did not carry to this form. Net debt outstanding at 6/30/2023 should be $47,127,167.30 Dated this 20th day of Signature of Authorized Official November 2023 319.291.4323 Telephone CITY TIF FORM 1.1 - To be attached to CITY TIF FORM 1 - INDEBTEDNESS CERTIFICATION Page 1 TIF INDEBTEDNESS NOT PREVIOUSLY CERTIFIED ELIGIBLE FOR TAX COLLECTIONS NEXT FISCAL YEAR City: Waterloo County: Black Hawk Urban Renewal Area Name: Waterloo Downtown Urban Renewal Urban Renewal Area Number: 07008 (Use five -digit Area Number Assigned by the County Auditor) Individual TIF Indebtedness Type/Description/Details: Date Approved*: Total Amount: 1. Main Street Contract FY23 $60,000 7/18/2022 60,000 F�'X' this box if a rebate agreement. List administrative details on lines above. 2. Administrative Expenses FY23 6/20/2023 93,239 FI'X' this box if a rebate agreement. List administrative details on lines above. 3. Marina Construction Fy22 $117,160.92 1/18/2022 809,236 n'X' this box if a rebate agreement. List administrative details on lines above. 4. LSB Grant 10/7/2019 183,333 xl'X' this box if a rebate agreement. List administrative details on lines above. 5. WCO Relocation FY23 01/03/2023 17,500 Q'X' this box if a rebate agreement. List administrative details on lines above If more indebtedness entry lines are needed continue to Form 1.1 Page 2. Total For City TIF Form 1.1 Page 1: 1,163,308 * "Date Approved" is the date that the local governing body initially approved the TIF indebtedness. CITY TIF FORM 1.1 - To be attached to CITY TIF FORM 1 - INDEBTEDNESS CERTIFICATION Page 2 TIF INDEBTEDNESS NOT PREVIOUSLY CERTIFIED ELIGIBLE FOR TAX COLLECTIONS NEXT FISCAL YEAR City: Waterloo County: Black Hawk Urban Renewal Area Name: Waterloo Downtown Urban Renewal Urban Renewal Area Number: 07008 (Use five -digit Area Number Assigned by the County Auditor) Individual TIF Indebtedness Type/Description/Details: Date Approved*: Total Amount: 6. Whitewater Course FY23 10/17/2022 122,814 Q'X' this box if a rebate agreement. List administrative details on lines above. 7. 08/21 /2022 1,056 Jefferson Streetscape FY23 FI'X' this box if a rebate agreement. List administrative details on lines above. 8. CFA Parking Lot FY23 10/19/2020 62,322 n'X' this box if a rebate agreement. List administrative details on lines above. 9. Hotel President Rebates $1110 10/20/2014 1,110 xl'X' this box if a rebate agreement. List administrative details on lines above. 10. Arts Mall Property Rebates $122,604 07/16/2018 122,604 Q'X' this box if a rebate agreement. List administrative details on lines above If more indebtedness entry lines are needed continue to Form 1.1 Page 3. Total For City TIF Form 1.1 Page 2: 309,906 * "Date Approved" is the date that the local governing body initially approved the TIF indebtedness. CITY TIF FORM 1.1 - To be attached to CITY TIF FORM 1 - INDEBTEDNESS CERTIFICATION Page 3 TIF INDEBTEDNESS NOT PREVIOUSLY CERTIFIED ELIGIBLE FOR TAX COLLECTIONS NEXT FISCAL YEAR City: Waterloo County: Black Hawk Urban Renewal Area Name: Waterloo Downtown Urban Renewal Urban Renewal Area Number: 07008 (Use five -digit Area Number Assigned by the County Auditor) Individual TIF Indebtedness Type/Description/Details: Date Approved*: Total Amount: 11. CV Realestate Rebates $15,336 01/22/2019 15,336 Q'X' this box if a rebate agreement. List administrative details on lines above. 12. Makenda LLC Rebates $204,912 10/19/2019 204,912 xl'X' this box if a rebate agreement. List administrative details on lines above. 13. Hardcourt Facility Site Clean up 09/05/2023 2,695,704 n'X' this box if a rebate agreement. List administrative details on lines above. 14. Park Avenue Bridge Reconstruction Project $5,756,500 11/1/2021 5,756,500 FI'X' this box if a rebate agreement. List administrative details on lines above. 15. n'X' this box if a rebate agreement. List administrative details on lines above. If more indebtedness entry lines are needed continue to Form 1.1 Page 4. Total For City TIF Form 1.1 Page 3: 8,672,452 * "Date Approved" is the date that the local governing body initially approved the TIF indebtedness. Cy11V&I101010 M IPA SPECIFIC DOLLAR REQUEST FOR AVAILABLE TIF INCREMENT TAX FOR NEXT FISCAL YEAR CERTIFICATION TO COUNTY AUDITOR Due To County Auditor By December 1 Prior To The Fiscal Year Where Less Than The Legally Available TIF Increment Tax Is Requested Use One Certification Per Urban Renewal Area City: Waterloo Urban Renewal Area Name: Waterloo Downtown Urban Renewal County: Black Hawk Urban Renewal Area Number: 07008 (Use five -digit Area Number Assigned by the County Auditor) I hereby certify to the County Auditor that for the next fiscal year and for the Urban Renewal Area within the City and County named above, the City requests less than the maximum legally available TIF increment tax as detailed below. Provide sufficient detail so that the County Auditor will know how to specifically administer your request. For example you may have multiple indebtedness certifications in an Urban Renewal Area, and want the maximum tax for rebate agreement property that the County has segregated into separate taxing districts, but only want a portion of the available increment tax from the remainder of the taxing districts in the Area. Specific Instructions To County Auditor For Administering The Request That This Urban Renewal Area Generate Less Than The Maximum Available TIF Increment Tax: Please certify the estimated max less $1,322,775 of increment revenue. Amount Requested: Dated this 20th day of November 2023 Signature of Authorized Official Telephone Cyrr&I101010MEd TIF INDEBTEDNESS HAS BEEN REDUCED BY REASON OTHER THAN APPLICATION OF TIF INCREMENT TAX RECEIVED FROM THE COUNTY TREASURER CERTIFICATION TO COUNTY AUDITOR Use One Certification Per Urban Renewal Area City: Waterloo Urban Renewal Area Name: Waterloo Downtown Urban Renewal County: Black Hawk Urban Renewal Area Number: 07015 (Use five -digit Area Number Assigned by the County Auditor) I hereby certify to the County Auditor that for the Urban Renewal Area within the City and County named above, the City has reduced previously certified indebtedness, by reason other than application of TIF increment tax received from the County Treasurer, by the total amount as shown below. Provide sufficient detail so that the County Auditor will know how to specially administer your request. For example, you could have multiple indebtedness certifications in the Urban Renewal Area, and the County Auditor would need to know which particular indebtedness certifcation(s) to reduce. If rebate agreements are involved with a reduction, and the County has segregated the rebate property into separate TIF Increment taxing districts, provide the five -digit county increment taxing district numbers for reference. Individual TIF Indebtedness Type/Description/Details: Amount Reduced: IRD Reimbursment FY2023 170,000 Bread to Beer Tax Rebate Estimate Adjustment Reduction: $2518 2,518 Twin Trees rebate reduction $9353 9,353 3 Stooges rebate reduction $1258 1,258 Grand Crossing I & II rebate reduction $4898 4,898 Park Avenue Lofts Rebate reduction $24914 24,914 Gaymond Shultz rebate reduction $6302 6,302 Fischels Rebate Reduction $2908 2,908 JSA Development Properties Rebate Reduction $206 206 Elizabeth Blake Rebate Reduction $4630 4,630 Total Reduction In Indebtedness For This Urban Renewal Area: 226,987 Dated this 20th day of November 1 2023 67avz/ UZ l W l NEti 319.291.4323 Signature of Authorized Official Telephone