NewCityLogo-August2008

Council
Communication

Office of the City Manager

 
 

Date

February 23, 2009

 

Agenda Item No.        19

Roll Call No.               09-

Communication No.   09-124

Submitted by:  Larry Hulse, Community Development Director

 

 

 

AGENDA HEADING:

 

Approval of 392 tax abatement applications for improvements to property completed in 2008.

 

 

SYNOPSIS:

 

Recommend approval of 392 tax abatement applications with an estimated value by the applicants of $127,538,234.64.  There were 127 applications for the construction of new single family homes, apartments, and new businesses with an estimated value of $94,998,384 and 265 applications for improvements to existing structures with an estimated value of $32,539,850.64.

 

 

FISCAL IMPACT:

 

Amount:  N/A

 

Funding Source:  N/A

 

Taxes will only be generated from the land value while abatement is in effect.  Taxes on the $127,538,234.64 improvement value will be forth coming when the improvement value comes on the tax rolls after abatement ends.

 

 

ADDITIONAL INFORMATION:

 

A total of 392 tax abatement applications are being submitted at this time with an estimated value of $127,538,234.64.  There were 127 applications for the construction of new single-family homes, apartments, and new businesses with an estimated value of $94,998,384 and 265 applications for improvements to existing structures with an estimated value of $32,539,850.64.

 

A total of 122 applicants chose Schedule 1 with an estimated value of $2,431,735.64.  Schedule 1 is for qualified residential property.  Applicants receive an exemption from the taxation on the actual value of improvements not to exceed $20,000.  The exemption period is ten years and the exemption amount is 115% of the actual value added by improvements.

 

A total of 12 applicants chose Schedule 2 with an estimated value of $53,249,109.  Schedule 2 is for all qualified real estate and will receive a partial exemption for ten years.  The exemption schedule is a declining schedule and starts with the first year at 80% and ends in year ten at 20%.

 

A total of 10 applicants chose Schedule 3 with an estimated value of $21,756,185. All qualified real estate is eligible to receive an exemption from taxation on the actual value added by the improvements for three years. This schedule also applies to commercial and industrial real estate is eligible to receive an exemption from taxation on the actual value added by the improvements for three years. This schedule also applies to commercial and industrial property in specific areas.

 

A total of 153 applicants chose Schedule 4A with an estimated value of $21,978,631  Schedule 4A is for qualified real estate in specific areas generally located downtown and near the downtown area.  The exemption period is ten years and the exemption amount is 100% of the actual value added by improvements.  Qualified real estate assessed as residential or assessed as commercial consisting of three or more living quarters with at least 75% of the space used residentially is eligible to receive an exemption from taxation and the actual value added by the improvements.

 

A total of 95 applicants chose Schedule 4B with an estimated value of $28,122,574  Schedule 4B is for qualified real estate for the remainder of the City for a period of five years.  Qualified real estate assessed as residential or commercial and consisting of three or more living quarters with at least 75% of the space used residentially is eligible to receive an exemption from taxation on the actual value added by improvements.  The exemption amount is 100% of the actual value added by the improvements.

 

In order to receive tax abatement on a property, the applicant must increase the value of residential property at least 5% for residential or 15% for commercial and industrial property.

 

Cumulative Totals for 2008

 

Schedule         Count & Value

             1            290               $5,554,421.11

             2              15             $53,772,109.00

             3              17             $30,608,592.00

           4a            236             $48,439,058.26

           4b            290             $59,218,387.81

       Total            848           $197,592,568.18

 

Cumulative Totals for 2007

 

Schedule         Count & Value

             1            286               $5,360,236.05

             2                9             $14,141,403.00

             3              12             $27,649,173.00

           4a            117             $73,004,443.50

           4b            399             $88,220,793.43

       Total            823           $208,376,038.98

 

Cumulative Totals for 2006

 

Schedule         Count & Value

             1            315             $15,336,930.62

             2              13             $13,564,515.00

             3                9             $10,533,840.00

           4a            370             $60,956,657.00

           4b            381             $67,910,209.67

       Total         1,088           $168,302,152.29

 

Cumulative Totals for 2005

 

Schedule         Count & Value

             1            377               $6,255,451.00

             2              29             $25,394,060.00

             3              14             $11,736,718.00

           4a            124             $37,034,450.81

           4b            598           $112,310,205.80

       Total         1,141           $192,605,885.61

 

Cumulative Totals for 2004

 

Schedule                           Count & Value

             1            364               $7,000,000.00

             2              25               $8,000,000.00

             3                9               $2,000,000.00

           4a              94             $61,000,000.00

           4b            680           $194,000,000.00

       Total         1,172           $272,000,000.00

 

 

The City approved tax abatement to stimulate growth and expansion in the City and level the playing field with areas outside the City.  Developers have identified tax abatement as a primary reason for attracting buyers to their units. The abatement program has also aided in upgrading deteriorating property in the city by providing an incentive to maintain and upgrade property.

 

 

PREVIOUS COUNCIL ACTION(S):

 

Date:  February 9, 2009

 

Roll Call Number:  09-179

 

Action:  Approving 183 Tax Abatement applications for the additional value added by improvements made during 2008.  (Council Communication No.  09-052) Moved by Vlassis to adopt.   Motion Carried 7-0.

 

Date:  December 22, 2008

 

Roll Call Number:  08-2192

 

Action:  Approving 129 Tax Abatement applications for the additional value added by improvements made during 2008.  (Council Communication No.  08-738) Moved by Vlassis to adopt.  Motion Carried 7-0.   

 

Date:  November 10, 2008

 

Roll Call Number:  08-1952

 

Action:            Approving 146 Tax Abatement applications for the additional value added by improvements made during 2008.  (Council Communication No.  08-667) Moved by Mahaffey to adopt. Motion Carried 5-2.

 

 

BOARD/COMMISSION ACTION(S): NONE

 

 

ANTICIPATED ACTIONS AND FUTURE COMMITMENTS:

 

The tax abatement program on new improvements currently ends on December 31, 2011, unless the City Council extends the program beyond that date.  Any application received by February 1, 2012, and approved by the City Council will receive abatement for the number of years applied for.  It is anticipated that there will be numerous submittals of tax abatement applications on a yearly basis until the program ends.

 

 

 

 

For more information on this and other agenda items, please call the City Clerk’s Office at 515-283-4209 or visit the Clerk’s Office on the second floor of City Hall, 400 Robert D. Ray Drive.  Council agendas are available to the public at the City Clerk’s Office on Thursday afternoon preceding Monday’s Council meeting. Citizens can also request to receive meeting notices and agendas by email by calling the Clerk’s Office or sending their request via email to cityclerk@dmgov.org.