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HomeMy WebLinkAboutTOWN CENTER TIF BACKGROUND AND STATUS Council Presentation 01232024TOWN CENTER TIF and SSD Town Center Central Business District – South Tax Increment Financing (TIF) Fund Town Center Special Service District (SSD) 2 Central Business District-South Tax Increment Financing (TIF) Fund Created by Council on November 23, 1999, pursuant to power established by the General Assembly through Section 58.1-3245.2 of the Code of Virginia. The primary purpose is to pay for the debt service for parking facilities to support the development of high-rise offices, hotels, and retail in Town Center core. Funded through real estate taxes generated from assessed values that are in excess of base real estate values on properties within the district as established in 1999. Base year assessments = $151.9M FY 24 assessments = $1.18B 3 TIF Boundaries 4 Town Center TIF Calculation FY 24 assessments = $1,177,822,000 Base Year assessment =$ 151,894,230 Difference/Increment =$1,025,927,770 Tax 99¢ per $100 assessed =$ 10,156,684* 5 * Historical collection rate on Real Estate is 98.5% citywide and is used when estimating revenue for budget resulting in slightly lower estimate when compared to straight-line calculation. TIF Forecast 6 * ACFR reflects development agreement payment as a net against the revenue. For the purposes of this projection, the amounts are grossed up to reflect the estimated annual obligation. Revenue FY 23 Actual FY24 FY25 FY26 FY27 FY28 FY29 FY30 FY38 Real Estate Tax $ 9,582,852*10,004,335$ 10,704,638$ 11,025,778$ 11,356,551$ 11,697,247$ 12,048,165$ 12,409,610$ 15,720,122$ Hotel Tax 500,000$ 500,000$ 500,000$ 500,000$ -$ -$ -$ -$ -$ From the Use of Money and Property 49,581$ 2,000$ 2,000$ 2,000$ 2,000$ 2,000$ 2,000$ 2,000$ 2,000$ TOTAL 10,132,433$ 10,506,335$ 11,206,638$ 11,527,778$ 11,358,551$ 11,699,247$ 12,050,165$ 12,411,610$ 15,722,122$ Expenses FY 23 Actual FY24 FY25 FY26 FY27 FY28 FY29 FY30 FY38 Transfers 150,000$ 150,000$ 150,000$ 150,000$ 150,000$ 150,000$ 150,000$ 150,000$ 150,000$ Development Agreement $ 956,000*654,000$ 673,620$ 693,829$ 714,643$ 736,083$ 758,165$ 780,910$ -$ Existing Debt Service 8,156,287$ 4,932,676$ 4,120,789$ 3,408,033$ 3,351,214$ 3,155,633$ 1,369,356$ 1,310,664$ 149,713$ TOTAL 9,262,287$ 5,736,676$ 4,944,409$ 4,251,862$ 4,215,857$ 4,041,716$ 2,277,521$ 2,241,574$ 299,713$ Difference 870,146$ 4,769,659$ 6,262,229$ 7,275,916$ 7,142,693$ 7,657,532$ 9,772,644$ 10,170,036$ 15,422,410$ Fund Balance- Cumulative 7,458,253$ 12,227,912$ 18,490,141$ 25,766,057$ 32,908,751$ 40,566,283$ 50,338,926$ 60,508,962$ 163,223,589$ Information for Discussion Capacity, above existing obligations, is projected within the Town Center TIF to explore. Projected capacity fluctuates annually ranging between $4 million and $10 million through FY 30 That capacity provides City Council with an opportunity to: Make additional investments in public infrastructure within the boundary If desire to utilize outside of boundary, past precedent has been to declare annual surplus as a part of the annual Capital Improvement Program (CIP) budget process. (Example, Sandbridge TIF) 7 Town Center SSD The Town Center SSD was created by Council action on May 14, 2002 to fund operating expenditures related to Town Center maintenance and operations. Funded through a real estate surcharge tax rate: FY 2002-03 of 57¢ FY 2007-08 of 50¢ FY 2008-09 of 45¢ Base year assessments = $18.5M FY 24 assessments = $535.9M $87.9M (Residential) $448M (Commercial) 8 SSD Map •31 acres •11 blocks •5 Parking Garages •SSD boundaries were last modified in 2019 9 Town Center SSD Fund Utilization Five Garages (4,381 spaces) •Salaries for personnel who perform daily housekeeping, cleaning, trash removal, painting, minor repairs, etc. •Supplies for cleaning, light bulbs, tools, shop supplies, uniforms, trash bags, mops, brooms, etc. •Third party vendor service for elevators, HVAC, fire systems, generators, security cameras, electrical repairs, lighting fixture, plumbing and drain maintenance •Sweeper machine, fuel, and maintenance •Contract management fees •Pay-go funding for capital repairs for crack’s spalls, weather proofing, seals, traffic barriers, etc. •Expenses related to common areas that are co- owned with private sector •General liability insurance •Utilities for electric, water and sewer, communication services for office and elevator phones 10 Parking Enforcement •Salaries for parking enforcement on-street & garages •Various supplies, uniforms, and equipment •Gas for vehicles •Booting equipment and release service •Contract management fees Grounds •Salaries for block by block ambassadors to clean up trash, debris, waste removal from sidewalks and tree pits •Replace pavers and sidewalk maintenance •Relace trash cans, benches, street fixtures •Purchase and install banners •Contract management fees •Landscape services for flower beds, tree trimming, weeding, mowing, irrigation, agronomic supplies Town Center SSD Fund Utilization Fountain/Plaza Utilities for water and electrical Maintain and repair ped pole lighting Plaza furniture On-going fountain maintenance on pumps, filters, jets Water treatment chemicals Cleaning and removing debris from fountain basin Winterizing and de-winterizing Entertainment Weekly events Special events Holiday fixtures & events Storage and rentals Town Center Wi-Fi 11 SSD Forecast 12 Revenue FY23 Actual FY24 FY25 FY26 FY27 FY28 FY29 Real Estate 2,337,343$ 2,370,626$ 2,415,668$ 2,461,566$ 2,508,335$ 2,555,994$ 2,604,558$ Charges for Service 179,102$ 194,300$ 194,300$ 194,300$ 194,300$ 194,300$ 194,300$ From the Use of Money and Property 351,674$ 365,500$ 365,500$ 365,500$ 365,500$ 365,500$ 365,500$ Transfer In 150,000$ 150,000$ 150,000$ 150,000$ 150,000$ 150,000$ 150,000$ TOTAL 3,018,119$ 3,080,426$ 3,125,468$ 3,171,366$ 3,218,135$ 3,265,794$ 3,314,358$ Expenditure FY23 Actual FY24 FY25 FY26 FY27 FY28 FY29 Operating 2,620,187$ 3,215,720$ 3,312,192$ 3,411,557$ 3,513,904$ 3,619,321$ 3,727,901$ Transfers 1,634,226$ 645,976$ 645,976$ 645,976$ 645,976$ 645,976$ 645,976$ TOTAL 4,254,413$ 3,861,696$ 3,958,168$ 4,057,533$ 4,159,880$ 4,265,297$ 4,373,877$ Difference (1,236,294)$ (781,270)$ (832,700)$ (886,168)$ (941,745)$ (999,503)$ (1,059,519)$ Fund Balance- Cumulative 1,962,852$ 1,181,582$ 348,882$ (537,285)$ (1,479,030)$ (2,478,534)$ (3,538,053)$ Questions and Discussion 13