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05-06-2019 Council Packet
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05-06-2019 Council Packet
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10/30/2021 1:08:47 PM
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City Council
Council Document Type
Council Packet
Meeting Date
05/06/2019
Council Meeting Type
Regular
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The information provided here is of a general nature and is not intended to address the specific circumstances of any individual or entity. In <br />specific circumstances, the services of a professional should be sought. Baker Tilly Virchow Krause, LLP trading as Baker Tilly is a member <br />of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. © 2018 Baker Tilly <br />Virchow Krause, LLP <br />Sources Amount Uses Amount <br />Equity $11,910,871 Property Acquisition $3,960,000 <br />Debt $66,000,000 Building Construction AL/IL/MC (1) $24,761,742 <br /> Building Construction Townhomes (2) $6,209,313 <br /> Building Construction Skilled Care $8,409,280 <br /> Building Construction Clubhouse $1,325,000 <br /> FFE $4,700,107 <br /> Site Development $5,800,000 <br /> Financing Costs $11,650,000 <br />TIF * $5,300,000 City Fees $2,867,703 <br /> Soft Costs $4,702,459 <br /> Developer Fee $1,200,000 <br /> Contingencies $2,325,267 <br /> <br />Total $77,910,871 Total $77,910,871 <br /> <br /> * TIF assistance would be provided as pay-as-you-go (reimbursement) and not upfront <br /> <br /> (1) estimated taxable value within boundaries of TIF district <br /> (2) estimated taxable value not within boundaries of TIF district <br /> <br />Tax Increment Financing Assumptions <br />Baker Tilly made certain assumptions to calculate the estimated amount of tax increment revenues generated <br />by the project. Those assumptions include the following: <br /> <br />• Range of collection term <br />o 10.5 years <br /> Minimum term up to developer request <br />o Maximum term for housing districts is 26 years <br /> 25 years after receipt of first increment <br />o First year taxes payable 2021 <br /> construction commences in 2019 and completed in 2020 <br /> Partial year collected in 2021 <br /> Full year collected in 2022 <br />• Total base value for land and building <br />o Housing District: $908,400 <br /> Parcel ID: 31-31-22-43-0018 <br />• Total completed value following development <br />o Housing TIF District <br /> Senior care building (AL/IL/MC) <br /> Total estimated taxable value of $22,991,000 <br /> Preliminary – based on County Assessor review <br />• Construction schedule <br />o Commences in 2019 and complete in 2020 <br />o Partial value as of assess Jan. 1, 2020 for taxes payable 2021 <br />o Full value as of assess Jan. 1, 2021 for taxes payable 2022 <br />o Election to delay receipt of first increment until full value realized <br />• Payable 2019 tax rates constant <br />o Combined rate of 117.574% <br />o ISD 12 and watershed district included <br />o Will change each year with actual rates <br />• Tax rates, class rates and future market values <br />o Rental (Housing TIF District) <br /> 1.25% <br />• 2% annual market value inflator
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