HomeMy WebLinkAbout2016-11-21-J01E FY2016 Urban Renewal Report004 Woukee
' f ■i P THE KEY TO GOOD LIVING
AGENDA ITEM:
CITY OF WAUKEE, IOWA
CITY COUNCIL MEETING COMMUNICATION
MEETING DATE: November 21", 2016
AGENDA ITEM: Consideration of approval State of Iowa FY2016 Annual Urban Renewal
Report and direct the Finance Director for the City of Waukee to file the
report with the Department of Management
FORMAT: Resolution
SYNOPSIS INCLUDING PRO & CON: As of July 1, 2012, HF2460, an act relating to Iowa's
Urban Renewal law, Iowa Code Section 331.403(3) and 384.22(2), went
into effect. The creation of an annual Urban Renewal Report was one of
the significant changes. Attached is the FY2016 report, which includes
additional reporting requirements for all TIF expenditures. This report
requires majority approval from the City Council, prior to submittal to
the Department of Management, with a due date of December I" each
year.
FISCAL IMPACT INCLUDING COSTBENEFIT ANALYSIS:
COMMISSION/BOARD/COMMITTEE COMMENT:
STAFF REVIEW AND COMMENT: The attached report requires the City to report on a cash
basis, rather than our standard accrual method. The revenue and
expenditure numbers will not match our annual audit report, or our State
Annual Financial Report.
RECOMMENDATION: Approve the State of Iowa 2016 Annual Urban Renewal Report as
presented.
ATTACHMENTS: 1. Proposed Resolution
11. State Annual Urban Renewal Report
PREPARED BY:
REVIEWED BY:
Linda Burkhart
PUBLIC NOTICE INFORMATION — None Required
NAME OF PUBLICATION:
DATE OF PUBLICATION:
THE CITY OF WAUKEE, IOWA
RESOLUTION
RESOLUTION OF THE CITY OF WAUKEE'S STATE OF IOWA FY2016
ANNUAL URBAN RENEWAL REPORT, AND DIRECTING THE FINANCE
DIRECTOR FOR THE CITY OF WAUKEE TO FILE THE REPORT WITH
THE DEPARTMENT OF MANAGEMENT
WHEREAS, The Waukee Finance Director has submitted to the City Council of the City
of Waukee, the State of Iowa FY2016 Annual Urban Renewal Report for the City of
Waukee, Iowa; AND
WHEREAS, the report shows total TIF Revenues in the amount of $3,351,852 and total
Expenditures of $4,081,266 with an Ending Cash Balance of $2,885,664; AND
WHEREAS, according to Iowa Code sections 331.403(3) and 384.22(2) the report is
required to be submitted to the Department of Management by December 1 st of each
year;
NOW, THEREFORE, BE IT RESOLVED that the City of Waukee hereby approves
the State of Iowa 2016 Annual Urban Renewal Report and directs the Finance Director to
submit it to the Department of Management, this 21" day of November 2016.
William F. Peard, Mayor
Attest:
Rebecca D. Schuett, City Clerk
ROLL CALL VOTE AYE NAY ABSENT ABSTAIN
Anna Bergman
Brian Harrison
Shelly Hughes
Larry R. Lyon
Rick Peterson
Annual Urban Renewal Report, Fiscal Year 2015 - 2016
Levy Authority Summary
Local Government Name: WAUKEE
Local Government Number: 25G240
# of Tif
Active Urban Renewal Areas
U.R.
Taxing
#
Districts
WAUKEE HICKMAN WEST URBAN RENEWAL
25008
1
WAUKEE EBP URBAN RENEWAL
25010
1
WAUKEE 2000 URBAN RENEWAL
25021
18
WAUKEE 2013 GATEWAY
25033
2
WAUKEE AUTUMN RIDGE URBAN RENEWAL
25900
0
TIF Debt Outstanding:
..........................................................................................
TIF Sp. Rev. Fund Cash Balance
as of 07-01-2015: 3,615,078
TIF Revenue:
3,343,512
TIF Sp. Revenue Fund Interest:
8,340
Property Tax Replacement Claims
0
Asset Sales & Loan Repayments:
0
Total Revenue:
3,351,852
Rebate Expenditures: 462,529
Non -Rebate Expenditures: 3,618,737
Returned to County Treasurer: 0
Total Expenditures: 4,081,266
TIF Sp. Rev. Fund Cash Balance
as of 06-30-2016: 2,885,664
.............................................................................................
Year -End Outstanding TIF
Obligations, Net of TIF Special
Revenue Fund Balance:
30,062,827
.............................................................................................. -
Amount of 07-01-2015 Cash Balance
443,543 Restricted for LMI
Amount of 06-30-2016 Cash Balance
434,543 Restricted for LMI
...............................................................................................
23,095,897
Created: Mon Nov 14 15:48:53 CST 2016
Page 1 of 43
46 Annual Urban Renewal Report, Fiscal Year 2015 - 2016
Urban Renewal Area Data Collection
Local Government Name: WAUKEE (25G240)
Urban Renewal Area: WAUKEE HICKMAN WEST URBAN RENEWAL
UR Area Number: 25008
UR Area Creation Date:
UR Area Purpose:
12/1988
For the rehabilitation,
conservation, redevelopment;
development or a combination
thereof, of this area is necessary in
the interest of public health, safety
or welfare of the residents of the
City.
Tax Districts within this Urban Renewal Area
WAUKEE CITY/WAUKEE SCH/URBAN TIF INCREMENT
Urban Renewal Area Value by Class - 1/1/2014 for FY 2016
Agricultural Residential Commercial Industrial Other Military
Assessed 0 0 23,493,280 568,090 0 0
Taxable 0 0 21,143,952 511,281 0 0
Homestead Credits
TIF Sp. Rev. Fund Cash Balance
as of 07-01-2015:
TIF Revenue:
TIF Sp. Revenue Fund Interest:
Property Tax Replacement Claims
Asset Sales & Loan Repayments:
Total Revenue:
Rebate Expenditures:
Non -Rebate Expenditures:
Returned to County Treasurer:
Total Expenditures:
TIF Sp. Rev. Fund Cash Balance
as of 06-30-2016:
1,789,923
552,512
3,149
0
0
555,661
0
427,493
0
427,493
0
1,918,091
Base Increment Increment
No. No. Value
Used
25089 25090 21,655,233
Total Gas/Electric Utility Total
24,061,370 0 24,061,370
21,655,233 0 21,655,233
0
Amount of 07-01-2015 Cash Balance
Restricted for LMI
Amount of 06-30-2016 Cash Balance =>
Restricted for LMI
Created: Mon Nov 14 15:48:53 CST 2016
Page 2 of 43
Annual Urban Renewal Report, Fiscal Year 2015 - 2016
Projects For WAUKEE HICKMAN WEST URBAN RENEWAL
Bike Trail Extension
Description:
Raccoon River Valey Trail Extension
Recreational facilities (lake development, parks, ball fields,
Classification:
trails)
Physically Complete:
Yes
Payments Complete:
Yes
South Area Sewer
Description:
WRA Outfall/South Area Sewer
Classification:
Roads, Bridges & Utilities
Physically Complete:
Yes
Payments Complete:
Yes
Alices Road/Interchange
Description:
Alices Road/I80 Interchange
Classification:
Roads, Bridges & Utilities
Physically Complete:
No
Payments Complete:
No
Created: Mon Nov 14 15:48:53 CST 2016
Page 3 of 43
+! Annual Urban Renewal Report, Fiscal Year 2015 - 2016
Debts/Obligations For WAUKEE HICKMAN WEST URBAN RENEWAL
WAUKEE08C
Debt/Obligation Type:
Gen. Obligation Bonds/Notes
Principal:
1,320,000
Interest:
235,869
Total:
1,555,869
Annual Appropriation?:
Yes
Date Incurred:
12/15/2008
FY of Last Payment:
2022
WAUKEE2014
Debt/Obligation Type:
Gen. Obligation Bonds/Notes
Principal:
7,140,000
Interest:
2,633,456
Total:
9,773,456
Annual Appropriation?:
Yes
Date Incurred:
12/10/2014
FY of Last Payment:
2034
Created: Mon Nov 14 15:48:53 CST 2016
Page 4 of 43
w Annual Urban Renewal Report, Fiscal Year 2015 - 2016
Non -Rebates For WAUKEE HICKMAN WEST URBAN RENEWAL
TIF Expenditure Amount:
46,427
Tied To Debt:
WAUKEE08C
Tied To Project:
Bike Trail Extension
TIF Expenditure Amount: 173,959
Tied To Debt: WAUKEE08C
Tied To Project: South Area Sewer
TIF Expenditure Amount: 207,107
Tied To Debt: WAUKEE2014
Tied To Project: Alices Road/Interchange
Created: Mon Nov 14 15:48:53 CST 2016
Page 5 of 43
x Annual Urban Renewal Report, Fiscal Year 2015 - 2016
TIF Taxing District Data Collection
Local Government Name:
WAUKEE (25G240)
Urban Renewal Area:
WAUKEE HICKMAN WEST URBAN RENEWAL (25008)
TIF Taxing District Name:
WAUKEE CITY/WAUKEE SCH/URBAN TIF INCREMENT
TIF Taxing District Inc. Number:
25090
TIF Taxing District Base Year:
1988
Slum
UR Designation
No
FY TIF Revenue First Received:
1996 Blighted
OS/2011
Subject to a Statutory end date?
No Economic Development
01/1989
TIF Taxing District Value by Class - 1/1/2014 for FY 2016
Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total
Assessed 0 0 23,493,280 568,090 0 0 24,061,370 o r,-24,69i,370
Taxable 0 0 21,143,952 511,281 0 0 21,655,233 0 21,655,233
Homestead Credits 0
Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used
Fiscal Year 2016 130,375 21,655,233 21,655,233 0 0
FY 2016 TIF Revenue Received: 552,512
Created: Mon Nov 14 15:48:53 CST 2016
Page 6 of 43
i ♦ Annual Urban Renewal Report, Fiscal Year 2015 - 2016
Urban Renewal Area Data Collection
Local Government Name: WAUKEE (25G240)
Urban Renewal Area: WAUKEE EBP URBAN RENEWAL
UR Area Number: 25010
UR Area Creation Date:
UR Area Purpose:
02/1995
to help local officials promote
economic development, with
primary goal to stimulate through
public involvement & commitment,
private investments in
commercial/industrial development
to create sound economic base to
serve as foundation for future
growth.
Tax Districts within this Urban Renewal Area
WAUKEE CITY/WAUKEE SCH/EBP URBAN TIE INCREMENT
Base Increment Increment
Value
No. No.
Used
25162 25163 8,814,255
Urban Renewal Area Value by Class - 1/1/2014 for FY 2016
Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total
Assessed 0 10 9,793,610 0 0 0 9,793,620 0
Taxable 0 6 8,814,249 0 0 0 8,814,255 0
Homestead Credits
TIF Sp. Rev. Fund Cash Balance Amount of 07-01-2015 Cash Balance
as of 07-01-2015: 448,295 0 Restricted for LMI
TIF Revenue: 228,583
TIF Sp. Revenue Fund Interest: 880
Property Tax Replacement Claims 0
Asset Sales & Loan Repayments: 0
Total Revenue: 229,463
Rebate Expenditures: 0
Non -Rebate Expenditures: 228,900
Returned to County Treasurer: 0
Total Expenditures: 228,900
0
Amount of 06-30-2016 Cash Balance
Restricted for LMI
Created: Mon Nov 14 15:48:53 CST 2016
Page 7 of 43
♦ Annual Urban Renewal Report, Fiscal Year 2015 - 20
Projects For WAUKEE EBP URBAN RENEWAL
University Avenue
Description: University Avenue - Waco to Alices
Classification: Roads, Bridges & Utilities
Physically Complete: Yes
Payments Complete: Yes
Created: Mon Nov 14 15:48:53 CST 2016
Page 8 of 43
♦ Annual Urban Renewal Report, Fiscal Year 2015 - 2016
Debts/Obligations For WAUKEE EBP URBAN RENEWAL
WAUKEE2013C
Debt/Obligation Type:
Gen. Obligation Bonds/Notes
Principal:
455,000
Interest:
51950
Total:
460,950
Annual Appropriation?:
Yes
Date Incurred:
05/28/2013
FY of Last Payment:
2017
Created: Mon Nov 14 15:48:53 CST 2016
Page 9 of 43
11
Non -Rebates For WAUKEE EBP URBAN RENEWAL
TIF Expenditure Amount: 228,900
Tied To Debt: WAUKEE2013C
Tied To Project: University Avenue
Created: Mon Nov 14 15:48:53 CST 2016
Page 10 of 43
ual Urban Ren! >al Year 2015 - 2
TIF Taxing District Data Collection
Local Government Name:
WAUKEE (25G240)
Urban Renewal Area:
WAUKEE EBP URBAN RENEWAL (25010)
TIF Taxing District Name:
WAUKEE CITY/WAUKEE SCII/EBP URBAN TIF INCREMENT
TIF Taxing District Inc. Number:
25163
TIF Taxing District Base Year:
1994
FY TIF Revenue First Received:
1998 Slum
UR Designation
No
Subject to a Statutory end date?
Yes Blighted
05/2011
Fiscal year this TIF Taxing District
Economic Development
02/1995
statutorily ends:
2017
TIF Taxing District Value by Class - 1/1/2014 for FY 2016
Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total
Assessed 0 10 9,793,610 0 0 0 9,793,620 00
Taxable 0 6 8,814,249 0 0 0 8,814,255 0
Homestead Credits
Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used
Fiscal Year 2016 16,690 8,814,255 8,814,255 0 0
FY 2016 TIF Revenue Received: 228,583
Created: Mon Nov 14 15:48:53 CST 2016
Page 11 of 43
♦ Annual Urban Renewal Report, Fiscal Year 2015 - 2016
Urban Renewal Area Data Collection
Local Government Name: WAUKEE (25G240)
Urban Renewal Area: WAUKEE 2000 URBAN RENEWAL
UR Area Number: 25021
UR Area Creation Date: 11/2000
Primary objective of the plan is to
develop the area for economic
development, primarily industrial
& commercial development
through job creation, infrastructure
improvements, efficient
transportation, and expansion of
UR Area Purpose: tax base.
Base
Increment
Increment
Tax Districts within this Urban Renewal Area
Value
No.
No.
Used
WAUKEE CITY/WAUKEE SCH/URBAN TIF 2000 INCREMENT
25216
25217
75,938,103
WAUKEE CITY AG/WAUKEE SCH/URBAN TIF 2000 INCREMENT
25218
25219
0
WAUKEE CITY/WAUKEE SCH/URBAN TIE 2001 INCREMENT (AMEND)
25236
25237
13,478,382
WAUKEE CITYNAN METER SCH/URBAN TIF 2001 INCREMENT (AMEND)
25238
25239
768,010
WAUKEE CITY AG/VAN METER SCH/URBAN TIF 2001 INCREMENT (AMEND)
25242
25243
0
WAUKEE CITY/WAUKEE SCH/URBAN TIE 2002 INC (AMEND)
25258
25259
0
WAUKEE CITY/WAUKEE SCH/URBAN TIE 2003 INCREMENT(AMEND)
25260
25261
0
WAUKEE CITY AG/WAUKEE SCH/URBAN TIE 2003 INCREMENT (AMEND)
25262
25263
0
WAUKEE CITY/WAUKEE SCH/URBAN TIT 2004 INCREMENT
25303
25304
2,920,531
WAUKEE CITY AG/WAUKEE SCH/URBAN TIT 2004 INCREMENT
25305
25306
0
WAUKEE CITY AG/WAUKEE SCH/KOETHE 2007 TIE INCREMENT
25332
25333
0
WAUKEE CITY/WAUKEE SCH/URBAN TIE 2007 INCREMENT
25340
25341
1,058,987
WAUKEE CITY AG/WAUKEE SCHIURBAN TIF 2007 INCREMENT
25342
25343
0
WAUKEE CITY/WAUKEE SCH/URBAN TIF 2011 INCREMENT
25438
25439
0
WAUKEE CORPIURBAN TIF 2004BN TWP WK SCHOOL
25501
25502
5,321,970
WAUKEE CORP/URBAN TIE 20001BN TWP WK SCHOOL
25503
25504
1,374,000
WAUKEE AG/URB TIE 2000BN TWP WAUKEE SCHOOL
25506
25507
0
WAUKEE CORP/URBAN TIE 2011BN TWP WK SCHOOL
25512
25513
0
Urban Renewal Area Value by Class - 1/1/2014 for FY 2016
Agricultural Residential
Commercial
Industrial Other Military
Total Gas/Electric Utility Total
Assessed 1,002,730 7,509,150
111,217,830
6,918,280 0 -7,408
126,640,582 0 " 126,640,582
Taxable 448,250 4,185,077
100,096,047
6,226,452 0 -7,408
110,948,418 0110,948,418
Homestead Credits
32
TIF Sp. Rev. Fund Cash Balance
Amount of 07-01-2015 Cash Balance
as of 07-01-2015:
1,376,860
443,543
Restricted for LMI
TIE Revenue:
2,562,417
TIF Sp. Revenue Fund Interest:
4,311
Property Tax Replacement Claims
0
Asset Sales & Loan Repayments:
0
Total Revenue:
2,566,728
Created: Mon Nov 14 15:48:53 CST 2016
Page 12 of 43
Rebate Expenditures:
Non -Rebate Expenditures:
Returned to County Treasurer:
Total Expenditures:
462,529
2,955,532
0
3,418,061
TIF Sp. Rev. Fund Cash Balance Amount of 06-30-2016 Cash Balance
as of 06-30-2016: 434,543 Restricted for LMI
Created: Mon Nov 14 15:48:53 CST 2016
Page 13 of 43
♦ Annual Urban Renewal Report, Fiscal Year 2015 - 2016
Projects For WAUKEE 2000 URBAN RENEWAL
Sugar Creek Trail
Description:
Sugar Creek Bike Trail
Recreational facilities (lake development, parks, ball fields,
Classification:
trails)
Physically Complete:
Yes
Payments Complete:
Yes
Administrative Expenses
Description:
Classification:
Physically Complete:
Payments Complete:
LMI Requirements
Description:
Classification:
Physically Complete:
Payments Complete:
Sidewalk Program
Description:
Classification:
Physically Complete:
Payments Complete:
WRA/WDSM Connection
Description:
Classification:
Physically Complete:
Payments Complete:
Administrative, Legal, Consulting
Roads, Bridges & Utilities
No
No
LMI Requirements
Low and Moderate Income Housing
Yes
No
Sidewalk Program
Roads, Bridges & Utilities
No
No
WRA/WDSM Sewer Connection
Roads, Bridges & Utilities
Yes
No
Alices Road-Univ to Ashworth
Description:
Alices Road/St Lights - University Ave to Ashworth
Classification:
Roads, Bridges & Utilities
Physically Complete:
No
Payments Complete:
No
Knapp Development Agreement
Description: Knapp Development Agreement
Classification: Roads, Bridges & Utilities
Physically Complete: Yes
Created: Mon Nov 14 15:48:53 CST 2016
Page 14 of 43
Payments Complete:
Yes
Downtown Redevelopment
Description:
Classification:
Physically Complete:
Payments Complete:
Alices Road Sewer -Phase I
Description:
Classification:
Physically Complete:
Payments Complete:
Community Center
Downtown Streets/Lighting/Sidewalk
Commercial - retail
Yes
Yes
Alices Road Coridor Sewer -Phase I
Roads, Bridges & Utilities
Yes
Yes
Description: Community Center - Redevelopment
Classification: Municipal and other publicly -owned or leased buildings
Physically Complete: Yes
Payments Complete: Yes
6th Street/Northview Drive
Description: Street Improvemen/Street Addition
Classification: Roads, Bridges & Utilities
Physically Complete: Yes
Payments Complete: Yes
PW Building
Description:
Public Works IJOBS Building Project
Classification:
Municipal and other publicly -owned or leased buildings
Physically Complete:
Yes
Payments Complete:
Yes
University Avenue
Description:
University Avenue - Alices to LA Grant
Classification:
Roads, Bridges & Utilities
Physically Complete:
Yes
Payments Complete:
Yes
Alices Road Bridge
Description:
Classification:
Physically Complete:
Payments Complete:
Alices Road/I80 Bridge
Roads, Bridges & Utilities
Yes
Yes
Alices Road - Univ to Ashworth
Created: Mon Nov 14 15:48:53 CST 2016
Page 15 of 43
Description:
Alices Road/St Lights -University to Ashworth
Classification:
Roads, Bridges & Utilities
Physically Complete:
Yes
Payments Complete:
Yes
Alices Road Interchange
Description:
Alices Road-I80 to University
Classification:
Roads, Bridges & Utilities
Physically Complete:
No
Payments Complete:
No
Relocation Grant
Description: Relocation Grant
Classification: Commercial - office properties
Physically Complete: Yes
Payments Complete: Yes
Economic Development Grant
Description: Habitat Humanity Grant
Classification: Low and Moderate Income Housing
Physically Complete: Yes
Payments Complete: Yes
Economic Development Grant
Description:
Brick Drive/RISE Grant
Classification:
Roads, Bridges & Utilities
Physically Complete:
Yes
Payments Complete:
Yes
Created: Mon Nov 14 15:48:53 CST 2016
Page 16 of 43
♦ Annual Urban Renewal Report, Fiscal Year 2015 - 2016
Debts/Obligations For WAUKEE 2000 URBAN RENEWAL
WAUKEE09B
Debt/Obligation Type:
Gen. Obligation Bonds/Notes
Principal:
185,966
Interest:
6,173
Total:
192,139
Annual Appropriation?:
Yes
Date Incurred:
04/28/2009
FY of Last Payment:
2016
WAUKEE09A
Debt/Obligation Type:
Gen. Obligation Bonds/Notes
Principal:
255,000
Interest:
13,225
Total:
268,225
Annual Appropriation?:
Yes
Date Incurred:
04/28/2009
FY of Last Payment:
2017
WAUKEE2010C
Debt/Obligation Type:
Gen. Obligation Bonds/Notes
Principal:
368,550
Interest:
48,976
Total:
417,526
Annual Appropriation?:
Yes
Date Incurred:
06/02/2010
FY of Last Payment:
2021
WAUKEE2012D
Debt/Obligation Type:
Gen. Obligation Bonds/Notes
Principal:
2,545,000
Interest:
180,800
Total:
2,725,800
Annual Appropriation?:
Yes
Date Incurred:
12/28/2012
FY of Last Payment:
2021
WAUKEE2013B
Debt/Obligation Type:
Gen. Obligation Bonds/Notes
Principal:
1,465,000
Interest:
103,900
Total:
1,568,900
Annual Appropriation?:
Yes
Date Incurred:
05/28/2013
FY of Last Payment:
2028
Created: Mon Nov 14 15:48:53 CST 2016
Page 17 of 43
Knapp/Alices LC Develop Agree
Debt/Obligation Type:
Rebates
Principal:
1,406,769
Interest:
0
Total:
1,406,769
Annual Appropriation?:
Yes
Date Incurred:
08/06/2007
FY of Last Payment:
2021
Administrative Expenses
Debt/Obligation Type: Internal Loans
Principal: 0
Interest: 0
Total: 0
Annual Appropriation?: Yes
Date Incurred: 07/01/2012
FY of Last Payment: 2021
LMI Requirement
Outstanding LMI Housing
Debt/Obligation Type:
Obligations
Principal:
0
Interest:
0
Total:
0
Annual Appropriation?:
Yes
Date Incurred:
06/03/2003
FY of Last Payment:
2021
Sidewalk Program
Debt/Obligation Type:
Internal Loans
Principal:
0
Interest:
0
Total:
0
Annual Appropriation?:
Yes
Date Incurred:
07/01/2012
FY of Last Payment:
2021
WRA/WDSM
Debt/Obligation Type:
Internal Loans
Principal:
0
Interest:
0
Total:
0
Annual Appropriation?:
Yes
Date Incurred:
07/01/2009
FY of Last Payment:
2015
WAUKEE2013C
Created: Mon Nov 14 15:48:53 CST 2016
Page 18 of 43
Debt/Obligation Type:
Gen. Obligation Bonds/Notes
Principal:
1,340,000
Interest:
46,818
Total:
1,386,818
Annual Appropriation?:
Yes
Date Incurred:
05/28/2013
FY of Last Payment:
2020
WAUKEE2013D
Debt/Obligation Type:
Gen. Obligation Bonds/Notes
Principal:
4,670,000
Interest:
741,800
Total:
5,411,800
Annual Appropriation?:
Yes
Date Incurred:
12/12/2013
FY of Last Payment:
2021
WAUKEE2012B
Debt/Obligation Type:
Gen. Obligation Bonds/Notes
Principal:
1,900,000
Interest:
184,875
Total:
2,084,875
Annual Appropriation?:
Yes
Date Incurred:
06/14/2012
FY of Last Payment:
2021
WAUKEE2014A
Debt/Obligation Type:
Gen. Obligation Bonds/Notes
Principal:
2,580,000
Interest:
229,700
Total:
2,809,700
Annual Appropriation?:
Yes
Date Incurred:
12/10/2014
FY of Last Payment:
2021
Relocation Grant
Debt/Obligation Type:
Rebates
Principal:
0
Interest:
0
Total:
0
Annual Appropriation?:
Yes
Date Incurred:
07/01/2014
FY of Last Payment:
2021
Downtown Redevelopment Grant
Debt/Obligation Type: Rebates
Principal: 0
Interest: 0
Total: 0
Created: Mon Nov 14 15:48:53 CST 2016
Page 19 of 43
Annual Appropriation?: Yes
Date Incurred: 07/01/2014
FY of Last Payment: 2021
Created: Mon Nov 14 15:48:53 CST 2016
Page 20 of 43
♦ Annual Urban Renewal Report, Fiscal Year 2015 - 2016
Non -Rebates For WAUKEE 2000 URBAN RENEWAL
TIF Expenditure Amount: 192,388
Tied To Debt: WAUKEE09B
Tied To Project: Downtown Redevelopment
TIF Expenditure Amount: 134,175
Tied To Debt: WAUKEE09A
Tied To Project: 6th StreedNorthview Drive
TIF Expenditure Amount: 31,264
Tied To Debt: Administrative Expenses
Tied To Project: Administrative Expenses
TIF Expenditure Amount: 45
Tied To Debt: Sidewalk Program
Tied To Project: Sidewalk Program
TIF Expenditure Amount: 67,780
Tied To Debt: WAUKEE2010C
Tied To Project: PW Building
TIF Expenditure Amount: 341,725
Tied To Debt: WAUKEE2012B
Tied To Project: University Avenue
TIF Expenditure Amount: 456,150
Tied To Debt: WAUKEE2012D
Tied To Project: Alices Road Sewer -Phase I
TIF Expenditure Amount: 44,994
Tied To Debt: WAUKEE2013B
Tied To Project: Community Center
TIF Expenditure Amount: 31,778
Tied To Debt: WAUKEE2013B
Tied To Project: Sugar Creek Trail
TIF Expenditure Amount: 264,068
Tied To Debt: WAUKEE2013C
Tied To Project: University Avenue
TIF Expenditure Amount: 928,650
Tied To Debt: WAUKEE2013D
Tied To Project: Alices Road - Univ to Ashworth
TIF Expenditure Amount: 146,899
Tied To Debt: WAUKEE2014A
Tied To Project: Alices Road Interchange
TIF Expenditure Amount: 187,778
Tied To Debt: WAUKEE2013B
Created: Mon Nov 14 15:48:53 CST 2016
Page 21 of 43
Tied To Project: Alices Road Bridge
TIF Expenditure Amount: 118,838
Tied To Debt: Administrative Expenses
Tied To Project: Economic Development Grant
TIF Expenditure Amount: 9,000
Tied To Debt: LMI Requirement
Tied To Project: LMI Requirements
Created: Mon Nov 14 15:48:53 CST 2016
Page 22 of 43
♦ Annual Urban Renewal Report, Fiscal Year 2015 - 2016
Rebates For WAUKEE 2000 URBAN RENEWAL
Knapp Properties & Team Technologies
TIF Expenditure Amount:
Rebate Paid To:
Tied To Debt:
Tied To Project:
Projected Final FY of Rebate:
462,529
Alice's LC
Knapp/Alices LC Develop Agree
Knapp Development Agreement
2021
Access Systems, 955 SE Olson
TIF Expenditure Amount:
Rebate Paid To:
Tied To Debt:
Tied To Project:
Projected Final FY of Rebate:
Waukee Hardware Store
TIF Expenditure Amount:
Rebate Paid To:
Tied To Debt:
Tied To Project:
Projected Final FY of Rebate:
0
Access Systems
Relocation Grant
Relocation Grant
2015
0
Waukee Hardware Store
Downtown Redevelopment Grant
Downtown Redevelopment
2015
Created: Mon Nov 14 15:48:53 CST 2016
Page 23 of 43
♦ Annual Urban Renewal Report, Fiscal Year 2015 - 2016 ,-, ..._.....,. , _ . , �_.:;
Income Housing For WAUKEE 2000 URBAN RENEWAL
Amount of FY 2016 expenditures that provide or aid in the provision of public improvements related to
housing and residential development:
Lots for low and moderate income housing:
Construction of low and moderate income housing:
Grants, credits or other direct assistance to low and moderate income families:
Payments to a low and moderate income housing fund established by the municipality, including
matching funds for any state or federal moneys used for such purposes:
Other low and moderate income housing assistance:
0
0
9,000
0
0
Created: Mon Nov 14 15:48:53 CST 2016
Page 24 of 43
♦ Annual Urban Renewal Report, Fiscal Year 2015 - 2016
TIF Taxing District Data Collection
Local Government Name:
WAUKEE (25G240)
Urban Renewal Area:
WAUKEE 2000 URBAN RENEWAL (25021)
TIF Taxing District Name:
WAUKEE CITY/WAUKEE SCII/URBAN TIF 2000 INCREMENT
TIF Taxing District Inc. Number:
25217
TIT Taxing District Base Year:
1999
FY TIF Revenue First Received:
2002 Slum
Subject to a Statutory end date?
Yes Blighted
Fiscal year this TIF Taxing District
Economic Development
statutorily ends:
2021
TIF Taxing District Value by Class - 1/1/2014 for FY 2016
UR Designation
No
11/2011
11 /2000
Agricultural Residential Commercial
Industrial Other
Military Total
Gas/Electric Utility Total
Assessed
0 1,420,400 82,288,670
2,826,210 0
-3,704 86,531,576
0 86,531,576
Taxable
0 791,640 74,059,803
2,543,589 0
-3,704 77,391,328
0 77,391,328
Homestead Credits
5
Frozen Base Value Max Increment Value
Increment Used
Increment Not Used
Increment Revenue Not Used
Fiscal Year 2016
10,333,640 76,201,640
75,938,103
263,537
6,724
FY 2016 TIF Revenue Received: 1,925,331
TIF Taxing District Data Collection
Local Government Name:
WAUKEE (25G240)
Urban Renewal Area:
WAUKEE 2000 URBAN RENEWAL (25021)
TIF Taxing District Name:
WAUKEE CITY AG/WAUKEE SCII/URBAN TIF 2000 INCREMENT
TIF Taxing District Inc. Number:
25219
TIF Taxing District Base Year:
1999
FY TIF Revenue First Received:
2002 Slum
UR Designation
No
Subject to a Statutory end date?
Yes Blighted
II/2011
Fiscal year this TIF Taxing District
Economic Development
t 1/2000
statutorily ends:
2021
TIE Taxing District Value by Class - 1/1/2014 for FY 2016
Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total
Assessed 841,970 0 0 0 0 0 841,970 0
Taxable 376,387 0 0 0 0 0 376,387 0
Homestead Credits
Frozen Base Value Max Increment Value
Fiscal Year 2016 774,130 67,840
FY 2016 TIF Revenue Received: 0
Increment Used Increment Not Used Increment Revenue Not Used
0 67,840 1,244
Created: Mon Nov 14 15:48:53 CST 2016
Page 25 of 43
♦ Annual Urban Renewal Report, Fiscal Year 2015 - 2016
TIF Taxing District Data Collection
Local Government Name:
WAUKEE (25G240)
Urban Renewal Area:
WAUKEE 2000 URBAN RENEWAL (25021)
TIE Taxing District Name:
WAUKEE CITY/WAUKEE SCH/URBAN TIF 2001 INCREMENT (AMEND)
TIE Taxing District Inc. Number:
25237
TIF Taxing District Base Year:
2001 uR Designation
FY TIF Revenue First Received:
2002 Slum No
Subject to a Statutory end date?
1 rY
Yes Blighted 11/2011
Fiscal year this TIF Taxing District
Economic Development 1112000
statutorily ends:
2021
TIE Taxing District Value by Class - 1/1/2014 for FY 2016
Agricultural Residential Commercial
Industrial Other
Military Total Gas/Electric Utility Total
Assessed
0 0 14,975,980
0 0
0 14,975,980 00
Taxable
0 0 13,478,382
0 0
0 13,478,382 0
Homestead Credits
Frozen Base Value Max Increment Value
Increment Used
Increment Not Used Increment Revenue Not Used
Fiscal Year 2016
359,960 13,478,382
13,478,382
0 0
FY 2016 TIF Revenue Received: 343,885
TIF Taxing District Data Collection
Local Government Name:
WAUKEE (25G240)
Urban Renewal Area:
WAUKEE 2000 URBAN RENEWAL (25021)
TIF Taxing District Name:
WAUKEE CITYNAN METER SCH/URBAN TIF 2001 INCREMENT (AMEND)
TIF Taxing District Inc. Number:
25239
TIF Taxing District Base Year:
2001
FY TIF Revenue First Received:
2013 Slum
UR Designation
No
Subject to a Statutory end date?
Yes Blighted
11/2011
Fiscal year this TIF Taxing District
Economic Development
11/2000
statutorily ends:
2021
TIE Taxing District Value by Class - 1/1/2014 for FY 2016
Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total
Assessed 0 0 1,638,660 0 0 0 1,638,660 10
Taxable 0 0 1,474,794 0 0 0 1,474,794 0
Homestead Credits
Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used
Fiscal Year 2016 870,650 768,010 768,010 0 0
FY 2016 TIE Revenue Received: 19,420
Created: Mon Nov 14 15:48:53 CST 2016
Page 26 of 43
♦ Annual Urban Renewal Report, Fiscal Year 2015 - 2016
TIF Taxing District Data Collection
Local Government Name:
WAUKEE (25G240)
Urban Renewal Area:
WAUKEE 2000 URBAN RENEWAL (25021)
TIF Taxing District Name:
WAUKEE CITY AGNAN METER SCH/URBAN TIF 2001 INCREMENT (AMEND)
TIF Taxing District Inc. Number:
25243
TIF Taxing District Base Year:
2000 uR Designation
FY TIF Revenue First Received:
Slum No
Subject to a Statutory end date?
Yes Blighted 11/2011
Fiscal year this TIF Taxing District
Economic Development 11/2000
statutorily ends:
2021
TIF Taxing District Value by Class - 1/1/2014 for FY 2016
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 2016
0
0 0
0
0
FY 2016 TIE Revenue Received: 0
TIF Taxing District Data Collection
Local Government Name:
WAUKEE (25G240)
Urban Renewal Area:
WAUKEE 2000 URBAN RENEWAL (25021)
TIF Taxing District Name:
WAUKEE CITY/WAUKEE SCH/URBAN TIF 2002 INC (AMEND)
TIF Taxing District Inc. Number:
25259
TIF Taxing District Base Year:
2002 - uR Designation
FY TIF Revenue First Received:
2002 Slum No
Subject to a Statutory end date?
Yes Blighted 11/2011
Fiscal year this TIF Taxing District
Economic Development 11/2000
statutorily ends:
2021
TIF Taxing District Value by Class - 1/1/2014 for FY 2016
Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total
Assessed 0 4,230,480 139,310 0 0 0 4,369,790 0
Taxable 0 2,357,760 125,379 0 0 0 2,483,139 0
Homestead Credits
Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used
Fiscal Year 2016 1,680 2,483,139 0 2,483,139 63,355
FY 2016 TIF Revenue Received: 0
Created: Mon Nov 14 15:48:53 CST 2016
Page 27 of 43
♦ Annual Urban Renewal Report, Fiscal Year 2015 - 2016
TIF Taxing District Data Collection
Local Government Name:
WAUKEE (25G240)
Urban Renewal Area:
WAUKEE 2000 URBAN RENEWAL (25021)
TIE Taxing District Name:
WAUKEE CITY/WAUKEE SCH/URBAN TIE 2003 INCREMENT(AMEND)
TIE Taxing District Inc. Number:
25261
TIF Taxing District Base Year:
2002 UR Designation
FY TIF Revenue First Received:
2013 Slum No
Subject to a Statutory end date?
Yes Blighted 11/2011
Fiscal year this TIF Taxing District
Economic Development 11/2000
statutorily ends:
2021
TIF Taxing District Value by Class - 1/1/2014 for FY 2016
Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total
Assessed 0 0 1,031,570 0 0 0 1,031,570 00
Taxable 0 0 928,413 0 0 0 928,413 0
Homestead Credits
Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used
Fiscal Year 2016 863,400 168,170 0 168,170 4,291
FY 2016 TIF Revenue Received: 0
TIF Taxing District Data Collection
Local Government Name:
WAUKEE (25G240)
Urban Renewal Area:
WAUKEE 2000 URBAN RENEWAL (25021)
TIE Taxing District Name:
WAUKEE CITY AG/WAUKEE SCH/URBAN TIE 2003 INCREMENT (AMEND)
TIE Taxing District Inc. Number:
25263
TIF Taxing District Base Year:
2002 UR Designation
FY TIF Revenue First Received:
Slum No
Subject to a Statutory end date?
Yes Blighted 11/2011
Fiscal year this TIF Taxing District
Economic Development 11/2000
statutorily ends:
2021
TIE Taxing District Value by Class - 1/l/2014 for FY 2016
Agricultural
Residential Commercial Industrial
Other Military Total
Gas/Electric Utility Total
Assessed
10,510
0 0 0
0 0 10,510
0
Taxable
4,698
0 0 0
0 0 4,698
0
Homestead Credits
Frozen Base Value
Max Increment Value Increment Used
Increment Not Used
Increment Revenue Not Used
Fiscal Year 2016
0
4,698 0
4,698
86
FY 2016 TIE Revenue Received: 0
Created: Mon Nov 14 15:48:53 CST 2016
Page 28 of 43
♦ Annual Urban Renewal Report, Fiscal Year 2015 - 2016 mmmmmwm
TIF Taxing District Data Collection
Local Government Name:
WAUKEE (25G240)
Urban Renewal Area:
WAUKEE 2000 URBAN RENEWAL (25021)
TIF Taxing District Name:
WAUKEE CITY/WAUKEE SCH/URBAN TIF 2004 INCREMENT
TIF Taxing District Inc. Number:
25304
TIF Taxing District Base Year:
2003
UR Designation
FY TIF Revenue First Received:
2005 Slum No
Subject to a Statutory end date?
Yes Blighted 11/2011
Fiscal year this TIF Taxing District
Economic Development 12/2004
statutorily ends:
2021
TIF Taxing District Value by Class - I/1/2014 for FY 2016
Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total
Assessed 0 0 3,476,470 4,092,070 0 0 7,568,540 0
Taxable 0 0 3,128,823 3,682,863 0 0 6,811,686 0
Homestead Credits
Frozen Base Value Max Increment. Value
Fiscal Year 2016 4,395,360 3,173,180
FY 2016 TIF Revenue Received: 75,519
TIF Taxing District Data Collection
Increment Used Increment Not Used Increment Revenue Not Used
2,920,531 252,649 6,446
Local Government Name:
WAUKEE (2513240)
Urban Renewal Area:
WAUKEE 2000 URBAN RENEWAL (25021)
TIF Taxing District Name:
WAUKEE CITY AG/WAUKEE SCH/URBAN TIF 2004 INCREMENT
TIF Taxing District Inc. Number:
25306
TIF Taxing District Base Year:
2003 UR Designation
FY TIF Revenue First Received:
Slum No
Subject to a Statutory end date?
Yes Blighted 11/2011
Fiscal year this TIF Taxing District
Economic Development 12/2004
statutorily ends:
2021
TIF Taxing District Value by Class - 1/1/2014 for FY 2016
Agricultural
Residential Commercial
Industrial Other Military Total
Gas/Electric Utility Total
Assessed
150,250
0
0 0 0 0 150,250
00
Taxable
67,165
0
0 0 0 0 67,165
0
Homestead Credits
Frozen Base Value
Max Increment Value
Increment Used Increment Not Used
Increment Revenue Not Used
Fiscal Year 2016
40,790
67,165
0 67,165
1,232
FY 2016 TIF Revenue Received: 0
Created: Mon Nov 14 15:48:53 CST 2016
Page 29 of 43
♦ Annual Urban Renewal Report, Fiscal Year 2015 - 2016
TIF Taxing District Data Collection
Local Government Name:
WAUKEE (25G240)
Urban Renewal Area:
WAUKEE 2000 URBAN RENEWAL (25021)
TIF Taxing District Name:
WAUKEE CITY AG/WAUKEE SCH/KOETHE 2007 TIF INCREMENT
TIF Taxing District Inc. Number:
25333
TIF Taxing District Base Year:
2006
FY TIF Revenue First Received:
uR Designation
Slum No
Subject to a Statutory end date?
Yes Blighted 11/2011
Fiscal year this TIF Taxing District
Economic Development 07/2007
statutorily ends:
2021
TIF Taxing District Value by Class - I/1/2014 for FY 2016
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 2016
0
0 0
0
0
FY 2016 TIF Revenue Received: 0
TIF Taxing District Data Collection
Local Government Name:
WAUKEE (25G240)
Urban Renewal Area:
WAUKEE 2000 URBAN RENEWAL (25021)
TIF Taxing District Name:
WAUKEE CITY/WAUKEE SCFUURBAN TIF 2007 INCREMENT
TIF Taxing District Inc. Number:
25341
TIF Taxing District Base Year:
2006 uR Designation
FY TIF Revenue First Received:
Slum No
Subject to a Statutory end date?
Yes Blighted 1 I/201 I
Fiscal year this TIF Taxing District
Economic Development 07/2007
statutorily ends:
2021
TIF Taxing District Value by Class - 1/1/2014 for FY 2016
Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total
Assessed 0 1,858,270 217,640 0 0 -3,704 2,072,206 0
Taxable 0 1,035,677 195,876 0 0 -3,704 1,227,849 0
Homestead Credits
Frozen Base Value Max Increment Value Increment Used Increment Not Used. Increment Revenue Not Used
Fiscal Year 2016 238,360 1,227,849 1,058,987 168,862 4,308
FY 2016 TIF Revenue Received: 27,402
Created: Mon Nov 14 15:48:53 CST 2016
Page 30 of 43
♦ Annual Urban Renewal Report, Fiscal Year 2015 - 2016 s
TIF Taxing District Data Collection
Local Government Name:
WAUKEE (25G240)
Urban Renewal Area:
WAUKEE 2000 URBAN RENEWAL (25021)
TIF Taxing District Name:
WAUKEE CITY AG/WAUKEE SCH/URBAN TIF 2007 INCREMENT
TIF Taxing District Inc. Number:
25343
TIF Taxing District Base Year:
2006 UR Designation
FY TIF Revenue First Received:
Slum No
Subject to a Statutory end date?
Yes Blighted 11/2011
Fiscal year this TIF Taxing District
Economic Development 07/2007
statutorily ends:
2021
TIF Taxing District Value by Class - 1/1/2014 for FY 2016
Agricultural
Residential Commercial Industrial Other Military Total
Gas/Electric Utility Total
Assessed
0
0 0 0 0 0 0
0 0
Taxable
0
0 0 0 0 0 0
0 0
Homestead Credits
0
Frozen Base Value
Max Increment Value Increment Used Increment Not Used
Increment Revenue Not Used
Fiscal Year 2016
0
0 0 0
0
FY 2016 TIF Revenue Received: 0
TIF Taxing District Data Collection
Local Government Name: WAUKEE (25G240)
Urban Renewal Area: WAUKEE 2000 URBAN RENEWAL (25021)
TIF Taxing District Name: WAUKEE CITY/WAUKEE SCH/URBAN TIF 2011 INCREMENT
TIF Taxing District Inc. Number: 25439
TIF Taxing District Base Year: 2011 Slum
FY TIF Revenue First Received: Blighted
Subject to a Statutory end date? No Economic Development
TIF Taxing District Value by Class - 1/1/2014 for FY 2016
Agricultural Residential Commercial
Assessed
Taxable
Homestead Credits
0 0
0 0
Frozen Base Value Max Increment Value
Fiscal Year 2016 0 0
FY 2016 TIF Revenue Received: 0
Industrial Other Military Total
0 0 0 0 0
0 0 0 0 0
Increment Used Increment Not Used
0 0
UR Designation
No
No
No
Gas/Electric Utility Total
0
0
Increment Revenue Not Used
0
Created: Mon Nov 14 15:48:53 CST 2016
Page 31 of 43
♦ Annual Urban Renewal Report, Fiscal Year 2015 - 2016
TIF Taxing District Data Collection
Local Government Name:
WAUKEE (25G240)
Urban Renewal Area:
WAUKEE 2000 URBAN RENEWAL (25021)
TIF Taxing District Name:
WAUKEE CORP/URBAN TIF 2004/BN TWP WK SCHOOL
TIF Taxing District Inc. Number:
25502
TIF Taxing District Base Year:
2004 UR Designation
Slum No
FY TIF Revenue First Received:
2014 Blighted No
Subject to a Statutory end date?
No Economic Development No
TIF Taxing District Value by Class - 1/1/2014 for FY 2016
Agricultural Residential Commercial
Industrial Other
Military Total Gas/Electric Utility Total
Assessed
0 0 5,913,300
0 0
0 5,913,300 00
Taxable
0 0 5,321,970
0 0
0 5,321,970 0
Homestead Credits
Frozen Base Value Max Increment Value
Increment Used
Increment Not Used Increment Revenue Not Used
Fiscal Year 2016
18,420 5,321,970
5,321,970
0 0
FY 2016 TIF Revenue Received: 135,625
TIF Taxing District Data Collection
Local Government Name:
WAUKEE (25G240)
Urban Renewal Area:
WAUKEE 2000 URBAN RENEWAL (25021)
TIF Taxing District Name:
WAUKEE CORP/URBAN TIF 2000/BN TWP WK SCHOOL
TIF Taxing District Inc. Number:
25504
TIF Taxing District Base Year:
1999 UR Designation
Slum No
FY TIF Revenue First Received:
2014 Blighted No
Subject to a Statutory end date?
No Economic Development No
TIF Taxing District Value by Class - 1/1/2014 for FY 2016
Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total
Assessed 0 0 1,536,230 0 0 0 1,536,230 0 1,536,230
Taxable 0 0 1,382,607 0 0 0 1,382,607 0 1,382,607
Homestead Credits 0
Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used
Fiscal Year 2016 162,230 1,374,000 1,374,000 0 0
FY 2016 TIF Revenue Received: 35,235
Created: Mon Nov 14 15:48:53 CST 2016
Page 32 of 43
♦ Annual Urban Renewal Report, Fiscal Year 2015 - 2016
TIF Taxing District Data Collection
Local Government Name: WAUKEE (25G240)
Urban Renewal Area: WAUKEE 2000 URBAN RENEWAL (25021)
TIE Taxing District Name: WAUKEE AG/URB TIF 2000/13N TWP WAUKEE SCHOOL
TIE Taxing District Inc. Number: 25507
TIF Taxing District Base Year: 1999 uR Designation
Slum No
FY TIF Revenue First Received: Blighted No
Subject to a Statutory end date? No Economic Development No
TIE Taxing District Value by Class - 1/1/2014 for FY 2016
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 2016
533,680 0 0
0
0
FY 2016 TIE Revenue Received: 0
TIF Taxing District Data Collection
Local Government Name: WAUKEE (25G240)
Urban Renewal Area: WAUKEE 2000 URBAN RENEWAL (25021)
TIE Taxing District Name: WAUKEE CORP/URBAN TIE 2011/BN TWP WK SCHOOL
TIE Taxing District Inc. Number: 25513
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
TIE Taxing District Value by Class - I/1/2014 for FY 2016
Agricultural
Residential Commercial Industrial Other Military Total
Gas(Electrie 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 2016
0
0 0 0
0
FY 2016 TIE Revenue Received: 0
Created: Mon Nov 14 15:48:53 CST 2016
Page 33 of 43
+► Annual Urban Renewal Report, Fiscal Year 2015 - 2016
Urban Renewal Area Data Collection
Local Government Name: WAUKEE (25G240)
Urban Renewal Area: WAUKEE 2013 GATEWAY
UR Area Number: 25033
UR Area Creation Date:
UR Area Purpose:
10/2013
Primary objective of plan is to
develop the area for economic
development, primarily tbru added
retail & commercial development;
with direct access to I80, thru job
creation, infrastructure
improvements, efficient
transportation, and expansion of
tax base.
Tax Districts within this Urban Renewal Area
Value
Base Increment IncrementNo.
No.
Used
WAUKEE CORP/TIF'13 GATEWAY/WK SCHOOL
25495 25496
0
WAUKEE CORP AG/TIF'13 GATEWAY/WK SCHOOL
25497 25498
0
Urban Renewal Area Value by Class - 1/1/2014 for FY 2016
Agricultural Residential Commercial Industrial Other
Military Total Gas/Electric Utility
Total
Assessed 2,243,600 5,471,010 358,260 0 0
-12,964 8,059,906
0
Taxable 1,002,938 3,049,187 322,434 0 0
-12,964 4,361,595
0
Homestead Credits
TIF Sp. Rev. Fund Cash Balance
Amount of 07-01-2015 Cash Balance
as of 07-01-2015: 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: 2,788
Returned to County Treasurer: 0
Total Expenditures: 2,788
TIF Sp. Rev. Fund Cash Balance
as of 06-30-2016: -2,788 0
Amount of 06-30-2016 Cash Balance
Restricted for LMI
Created: Mon Nov 14 15:48:53 CST 2016
Page 34 of 43
46 Annual Urban Renewal Report, Fiscal Year 2015 - 2016
Projects For WAUKEE 2013 GATEWAY
Administrative Expenses
Description: Administrative, Legal, Consulting
Classification: Administrative expenses
Physically Complete: No
Payments Complete: No
Created: Mon Nov 14 15:48:53 CST 2016
Page 35 of 43
x Annual Urban Renewal Report, Fiscal Year 2015 - 2016
Debts/Obligations For WAUKEE 2013 GATEWAY
Administrative Expenses
Debt/Obligation Type:
Internal Loans
Principal:
0
Interest:
0
Total:
0
Annual Appropriation?:
Yes
Date Incurred:
07/01/2015
FY of Last Payment:
2035
Created: Mon Nov 14 15:48:53 CST 2016
Page 36 of 43
+ Annual Urban Renewal Report, Fiscal Year 2015 - 2016
Non -Rebates For WAUKEE 2013 GATEWAY
TIF Expenditure Amount: 2,788
Tied To Debt: Administrative Expenses
Tied To Project: Administrative Expenses
Created: Mon Nov 14 15:48:53 CST 2016
Page 37 of 43
46 Annual Urban Renewal Report, Fiscal Year 2015 - 2016
TIF Taxing District Data Collection
Local Government Name: WAUKEE (25G240)
Urban Renewal Area: WAUKEE 2013 GATEWAY (25033)
TIF Taxing District Name: WAUKEE CORP/TIF'13 GATEWAY/WK SCHOOL
TIF Taxing District Inc. Number: 25496
TIF Taxing District Base Year: 0 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 - 1/1/2014 for FY 2016
Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total
Assessed 0 5,471,010 358,260 0 0-12,964 5,816,306 10
Taxable 0 3,049,187 322,434 0 0-12,964 3,358,657 0
Homestead Credits
Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used
Fiscal Year 2016 4,593,840 1,235,430 0 1,235,430 31,484
FY 2016 TIF Revenue Received: 0
TIF Taxing District Data Collection
Local Government Name: WAUKEE (25G240)
Urban Renewal Area: WAUKEE 2013 GATEWAY (25033)
TIF Taxing District Name: WAUKEE CORP AG/TIF'13 GATEWAY/WK SCHOOL
TIF Taxing District Inc. Number: 25498
TIF Taxing District Base Year: 0 UR DesignationSlum No
FY TIF Revenue First Received: Blighted No
Subject to a Statutory end date? No Economic Development No
TIF Taxing District Value by Class - I/1/2014 for FY 2016
Agricultural
Residential Commercial Industrial Other
Military Total
Gas/Electric Utility Total
Assessed
2,243,600
0 0 0 0
0 2,243,600
0 2,243,600
Taxable
1,002,938
0 0 0 0
0 1,002,938
0 1,002,938
Homestead Credits
0
Frozen Base Value
Max Increment Value Increment Used
Increment Not Used
Increment Revenue Not Used
Fiscal Year 2016
2,079,260
164,340 0
164,340
3,009
FY 2016 TIF Revenue Received: 0
Created: Mon Nov 14 15:48:53 CST 2016
Page 38 of 43
♦ Annual Urban Renewal Report, Fiscal Year 2015 - 2016
Urban Renewal Area Data Collection
Local Government Name: WAUKEE (25G240)
Urban Renewal Area: WAUKEE AUTUMN RIDGE URBAN RENEWAL
UR Area Number: 25900
UR Area Creation Date:
UR Area Purpose:
10/2015
Stimulate public involvement &
commitment with private
investment in new housing &
residential development, to fill
shortage of affordable &
appropriate housing, such as for
elderly/disabled, & various income
levels, which may not be
adequately served.
Tax Districts within this Urban Renewal Area
Urban Renewal Area Value by Class - 1/1/2014 for FY 2016
Agricultural Residential Conunercial Industrial Other
Assessed 0 0 0 0 0
Taxable 0 0 0 0 0
Homestead Credits
TIF Sp. Rev. Fund Cash Balance
as of 07-01-2015:
TIF Revenue:
TIF Sp. Revenue Fund Interest:
Property Tax Replacement Claims
Asset Sales & Loan Repayments:
Total Revenue:
Rebate Expenditures:
Non -Rebate Expenditures:
Returned to County Treasurer:
Total Expenditures:
0
0
0
0
0
0
0
4,024
0
4,024
0
TIF Sp. Rev. Fund Cash Balance`" WrF-
as of 06-30-2016: -4,024 0
Base Increment Increment
No. No. Value
Used
Military Total Gas/Electric Utility Total
0 0 0
0 0 0
Amount of 07-01-2015 Cash Balance
Restricted for LMI
Amount of 06-30-2016 Cash Balance
Restricted for LMI
Created: Mon Nov 14 15:48:53 CST 2016
Page 39 of 43
Projects For WAUKEE AUTUMN RIDGE URBAN RENEWAL
Administrative & Legal Expenses
Description: Administrative & Legal Fees
Classification: Administrative expenses
Physically Complete: No
Payments Complete: No
Created: Mon Nov 14 15:48:53 CST 2016
Page 40 of 43
♦ Annual Urban Renewal Report, Fiscal Year 2015 - 2016
Debts/Obligations For WAUKEE AUTUMN RIDGE URBAN RENEWAL
Administrative & Legal
Debt/Obligation Type:
Internal Loans
Principal:
0
Interest:
0
Total:
0
Annual Appropriation?:
Yes
Date Incurred:
07/01/2015
FY of Last Payment:
2027
Created: Mon Nov 14 15:48:53 CST 2016
Page 41 of 43
♦ Annual Urban Renewal Report, Fiscal Year 2015 - 2016
Non -Rebates For WAUKEE AUTUMN RIDGE URBAN RENEWAL
TIF Expenditure Amount: 4,024
Tied To Debt: Administrative & Legal
Tied To Project: Administrative & Legal Expenses
Created: Mon Nov 14 15:48:53 CST 2016
Page 42 of 43
♦ Annual Urban Renewal Report, Fiscal Year 2015 - 20
Income Housing For WAUKEE AUTUMN RIDGE URBAN RENEWAL
Amount of FY 2016 expenditures that provide or aid in the provision of public improvements related to
housing and residential development:
Lots for low and moderate income housing:
Construction of low and moderate income housing:
Grants, credits or other direct assistance to low and moderate income families:
Payments to a low and moderate income housing fund established by the municipality, including
matching funds for any state or federal moneys used for such purposes:
Other low and moderate income housing assistance:
I
0
0
0
0
0
Created: Mon Nov 14 15:48:53 CST 2016
Page 43 of 43