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HomeMy WebLinkAboutAgenda - Economic Development Committee - 10/25/2021South Burlington Economic Development Committee Room #301 at 180 Market St South Burlington, VT 05403 AGENDA Participation Options In Person: Room #301 – 3rd Floor – 180 Market St Assistive Listening Service Devices Available upon request – Reach out to staff or committee members before meeting begins Electronically: Please join my meeting from your computer, tablet or smartphone. https://www.gotomeet.me/SouthBurlingtonVT/edc-meeting10-25-2021 You can also dial in using your phone. United States: +1 (872) 240-3212 Access Code: 587-822- 549 Monday October 25, 2021 5:30 PM 1. Welcome, agenda review and approval 2.Public comments on items not on the agenda 3. ***Approve minutes from August 23, 2021 and September 27, 2021 meetings 4. Proposed LDR/Interim Zoning and their economic impacts 5.City Economic Trends Database and assistance from UVM Office on Engagement 6.***City Manager Updates - TIF Substantial Change 7.Topics for future meetings 8.Adjourn (approx. 7:00 pm) ECONOMIC DEVELOPMENT COMMITTEE AGENDA Room 301 at 180 Market Street August 23, 2021 at 5:30 pm DRAFT Minutes Meeting Called to Order at 5:35 PM Members in attendance; J. Wilking, S. Bowden, J. West, T. Bailey, L. Norris Others in attendance; J. Baker, City Manager 1.Welcome, agenda review and approval Added appointment of a member to the Climate Change Task Force to the agenda as a new item #6. At the next meeting, there will be a reorganization discussion. 2.Discuss of previous minutes J. Wilkings will prepare the June Minutes 3.Public comments on items not on the Agenda None 4.Annual Report, FY22 Work Plan, and Council’s Policy Priorities and Strategies Conversation The committee had a robust discussion on the Council Policy Priorities and Strategies process. Ideas included a focus for the fiscal year on: •Rezoning of airport land •Assess decisions through an economic development lens – Impact on tax capacity of City •Improve processes for Council to request and get feedback from Committees •Streamline permitting process to more nimbly respond to high priority projects •City should consider a staff person to support economic development •Develop metrics for economic development o Tax-base o Grand List goals for future fiscal sustainability o City budget projections •Planning for ARPA funding and other Federal grants •Maintain GBIC and Lake Champlain Chamber relationships •Nimbly respond to future UMall property opportunities 5.South Burlington Land Trust request for a city meeting to consider four cents of the tax rate for four years for land conservation (see materials presented at the Council on August, 17, 2021 and available here. The Committee had a conversation about the SBLT request for 4 cents tax over 4 years and expressed concern that this effort was being priorities ahead of other City initiatives. The Committee is interested in more data to assist us with helping make thoughtful , strategic and tactical decisions as an Economic Committee resource for SB. More communications across committees and CC where agenda items warrant multiple inputs. And how are those inputs weighted? All equally? 6.Climate Change Task Force Jessie provided an overview of the Task Force. John W. will reach out to John B about serving on the Task Force. Tabled to the next meeting. 7.Other Business Jessie provided an update on the Recreation Facilities discussion. 8.Adjourn (approx. 6:50 pm) ECONOMIC DEVELOPMENT COMMITTEE September 27, 2021 at 5:30 pm In person: Library Board Room – 2nd Floor at 180 Market Street Virtual: https://www.gotomeet.me/SouthBurlingtonVT/economic-development-committee09-272021 You can also dial in using your phone. United States: +1 (646) 749-3122 Access Code: 697-043-837 DRAFT Minutes Meeting Called to Order at 5:30 PM Members in attendance: John Burton, Tom Bailey, Linda Norris, Sriram Srinivasan Others in attendance: Jessie Baker (City Manager), Ilona Blanchard (Community Development Director), Regina Mahoney (CCRPC), Sam Anderson (GBIC) 1.Welcome, agenda review and approval Members introduced themselves and approved the agenda. 2.Public comments on items not on the Agenda None 3.Approve minutes from August 23, 2021 meeting Tabled to the next meeting. 4.Election of a Chair, Vice Chair, and Clerk/Secretary A motion was made by T. Bailey and seconded by S. Srinivansan to appoint John Burton as Chair, Seth Bowden as Vice Chair, and Linda Norris-Clerk/Secretary. Vote passed unanimously. 5.Appointment of a representative to the Climate Action Plan Task Force A motion was made by L. Norris and seconded by T. Bailey to recommend Sriram Srinivasan to serve on the Climate Action Plan Task Force and passed unanimously. 6.CCRPC and GBIC presentation on the development of the Comprehensive Economic Development Strategy (CEDS) for West Central Vermont R. Mahoney and S. Anderson presented on the CEDS for West Central Vermont. The presentation can be found online: www.westcentralvt.org They are gathering inputs from 90 communities (Chittenden being one of the overall West Central VT regions) to submit a collaborative CEDS. 4 RPCs and 4 RDCs will write and submit a CED (with business surveys, workshops and focus groups ongoing) with support from the Agency of Commerce and Community Development. We offered ideas and reinforced what our assets are. Specifically, we discussed the BTV Airport, Tech Industry, Market SB and VT as a "GREEN BRAND" or something similar, Brand a "Green Workforce, etc. UVM and Incubation, HULU. Sam and Regina will return in SPRING 2022 to review inputs summary and draft proposals. 7.ARPA funding for Economic Development Refer to agenda and ARPA attached memo from Ilona that lists ideas for grant programs that may be eligible for use of funds for economic development from ARPA. SB is to receive an estimated $5.6M. 8.Annual Report and Council’s Policy Priorities and Strategies Conversation Jessie presented the chart of Policy Priorities and Strategies. A motion was made by L. Norris and seconded by S. Srinivasan to approve the chart with addition of SB Econ input In ROLE of CITY COMMITTEE column for more DATA for the city to assist with Economic planning and decisions. Also added in Green and Clean area to Recruit and Maintain Green mfg/Biz. Passed unanimously. 9.Adjourned at 7:05 pm ***NEXT MTG-- MONDAY , OCT 25, 2021-- 5:30pm TO: Jessie Baker, City Manager FROM: Ilona Blanchard, Community Development Director SUBJECT: TIF District Substantial Change-Public Hearing Date DATE: October 15, 2021 BACKGROUND: As discussed in September, the City Center TIF District will have been active (since the first debt was incurred) for five years next year (2022). Administratively, this will trigger the state audit of the district. The TIF District Financing Plan will also be seven-years-old. In order to facilitate a smoother audit, the City is preparing a Substantial Change Request that will update a) the financial models to forecast revenue, b) list of planned projects, 3) timelines and 4) estimated expenditures in the TIF District Financing Plan. This update will reflect that the largest property in the district has a developer with projects that are complete, permitted or underway, the City has revised the list of public infrastructure projects the City plans to complete, and land values have been reassessed. To submit the Substantial Change Request, the City Council must approve the request following a warned public hearing. Staff recommend a public hearing be held November 15 to submit by the November submittal deadline, in order that the request may be considered at the December Vermont Economic Progress Council meeting. The complete draft of the Substantial Change will be available on October 29. ATTACHMENTS: •Public Infrastructure Summary &Potential Vote/Debt Look Ahead •Draft Substantial Change Narrative – Projects •Preliminary TIF District Revenue and Debt Model •Public Hearing Warning RECOMMENDATION: Set a public hearing for Monday, November 15, at 7 PM on the Substantial Change Request to provide the public with an opportunity to provide comments. ATTACHMENT FP2: NARRATIVE 1 TAX INCREMENT FINANCING DISTRICT SUBSTANTIAL CHANGE 2021 In 2012, the City of South Burlington submitted an application for a TIF District to the Vermont Economic Progress Council (VEPC) for a TIF District created on April 1, 2012. VEPC approved the City Center TIF District in 2013, and the Financing Plan in 2015. The City incurred the first debt in 2017, setting the 20-year increment retention period for revenue generated on the 2017 grand list through the 2036 grand list (FY 2018 tax collection period through FY 2037 tax collection period). A substantial change request was approved in 2018 to separate out the Senior Center as a stand-alone facility from the recreation center (built with the Library and City Hall). In 2020 and 2021, through acts of the legislature, the term in which to incur debt was expanded due to COVID from the original term, and is now through March 31, 2024. In the years since VEPC approval, the City has been diligently pursuing plans to implement the community vision in order to fulfill the TIF District Plan. Property owners have been permitting and developing projects. At this time the City is requesting a substantial change to bring the approved plans projects, costs, and development into line with what has occurred over the ensuing time. Projections, models and estimates will be updated to the best of the City’s knowledge at this time. The community purpose of the City’s TIF District remains the same: an identifiable downtown center in which to gather with an enhanced public realm that creates long term economic value. The thread of sustainability - to create place that supports, sustains and connects people, enhance transportation, and protect the environment - runs through each project in which the City engages. These goals have become more pressing with the threats of COVID and economic adversity, the need to be inclusive and equitable and for with shared civil spaces for hard, complex conversations, and meet the challenges of climate change. Since 2018, the City has made many advances. Market Street is complete. The City Center Park Phase I is complete. Garden Street is at 60% design, with the southern section approved for TIF District financing by the voters. The South Burlington Public Library and City Hall is open to the public, creating a gathering space for the entire community. The Williston Road Streetscape has a federal grant for $800,000 and is at 30% design. The City has scoped the Pedestrian and Bicycle Bridge over I-89 at Exit 14, and continues to apply for Federal funding, (currently a RAISE grant). Six private development projects have been built, and one is in construction, two have completed site plan and one is in site plan review. The entire SBCC, LLC property (the largest and most central) is under contract to Snyder-Braverman and has completed permitting for Act 250, stormwater and wetlands (state and federal). South Burlington’s City Center | TIF Substantial Change Narrative November 2021 2 The area directly around and adjacent to the TIF District has also benefited with substantial investment in multiple retail sites, small scale office, a hotel, and residential mixed-use. On __________ the City Council held a public hearing on the draft Substantial Change and unanimously approved the submittal of this plan to VEPC. CHANGES TO THE TIF DISTRICT PLAN The City is proposing the following changes to the TIF District Plan and the Financing Plan: Remove the following projects from the Plan: Recreation Center Stormwater Treatment and Wetland Mitigation Structured Parking Urban Park and Festival Streets As in the intervening years as the City has worked with the consultants developing the project design, put projects out to bid, built projects and experienced real market conditions such as COVID, estimates of costs have been accordingly updated. The City has also adjusted timelines to more accurately represent the anticipated build-out and City public investment. Please refer to the Public Improvement Projects and Estimated Costs (following) for the updated timing and costs information. The City is also updating the real development model. See Projected Future Real Property Development for this updated information. PUBLIC IMPROVEMENT PROJECTS AND ESTIMATED COSTS Eleven projects were approved in the TIF District Plan. The cost estimates for five of these projects has been improved to reflect current available information. The four remaining projects, as mentioned earlier, are being removed from the plan. MARKET STREET Market Street is 100% eligible for TIF District Financing. In the 2015 Financing Plan, the estimate for Market Street was increased to over 9.3 million dollars, of which $3,741,978 was estimated to be financed by TIF District Financing. The project was planned to break ground in 2016. The project ended up costing 9.5 million dollars, of which approximately $3,740,000 has been funded with TIF District Financing. The project broke ground in 2018, and reopened in 2019, completing minor items through the COVID pandemic in 2020 and 2021. GARDEN STREET Garden Street is 100% eligible for TIF District Financing. This project was identified as “Street A” in the TIF District Plan but since then was officially named “Garden Street” by the Planning Commission. This project includes Garden Street from Dorset to Williston Road via Midas Drive and the two Williston Road South Burlington’s City Center | TIF Substantial Change Narrative November 2021 3 intersection improvements as required by the Federal Environmental Assessment to support the development of City Center at White Street and at Hinesburg Road. In the 2015 Financing Plan, the estimate for this project was $9,807,261, of which $9,108,061 was estimated to be financed by TIF District Financing. The project was planned to break ground in 2016. The current estimated cost is 11 million dollars of which $9.2 million1 would be funded with TIF District Financing. This includes adding pedestrian/bicycle improvements and utilities to the Dorset end connecting the northern end to Midas Drive and reconstructing Midas Drive, and reconstructing the White Streets and Patchen Road intersections and adding pedestrian and bicycle improvements. The portion of the project from Dorset Street through Midas Drive is expected to break ground in 2022. The intersection portion would be expected to break ground in 2024. CITY CENTER PARK This project is 95% eligible for TIF District Financing. The final approved project concept includes the development of the Dumont parcel and connections across wetland system that lie within the TIF District adjacent to the parcel. The 2015 Financing Plan roughly estimated the project cost at $2.9 million. The project was planned at that time to break ground in 2018. Current total project cost estimates are in the realm of $2.5 million. This project broke ground in 2017 - Phase I of the project: the development of the Dumont parcel into City Center Park - and opened to the public in 2018. Phase II, the wetland connections, are expected to be designed within the next year, and then break ground in 2023. Phase II creates a strong north-south pedestrian/bicycle connection that ties City Center shopping, residences and City services to the middle school, high school, neighborhoods and recreation resources to the south. MUNICIPAL BUILDING, LIBRARY, RECREATION CENTER (REMOVE FROM THE DISTRICT) AND SENIOR CENTER. The Municipal Building (City Hall) is 10% TIF District financing eligible, the Library, Recreation Center and Senior Center (per Substantial Change 2018) are 30% TIF District Financing eligible. The 2015 Financing Plan estimated the Municipal Building cost at $3,733,560, the Library at $10,973,880, and the Recreation Center at $18,949,680. The TIF funded cost was estimated to be $373,356, $3,292,165, and 5,684,904 respectively. This project was estimated to begin construction in 2017. The South Burlington Public Library and City Hall (with the Senior Center) began construction in 2019 and opened to the public in 2021. The estimated cost is $5.4 million for the City Hall, $14.9 million for the Library, and $1.4 million for the Senior Center, with $545,000 in TIF District Financing for the City Hall, 1 2021 Estimate to be readjusted for inflation South Burlington’s City Center | TIF Substantial Change Narrative November 2021 4 $4,474,000 in TIF District Financing for the Library, and $434,000 in TIF District Financing for the Senior Center. The Recreation Center project is proposed to be removed from the TIF District. CENTRAL URBAN PARK – REMOVE PROJECT FROM THE TIF DISTRICT This project is 100% TIF District Financing eligible and estimated to cost $4,898,432 per the 2015 TIF District Financing Plan. There is no identified location for this project. The planned Central Urban Park project is proposed to be removed from the TIF District. PUBLIC PARKING - REMOVE PROJECT FROM THE TIF DISTRICT This project was 100% TIF District Financing Eligible and estimated to cost $14.5 million. There is no identified location for this project. Neither development nor demand is able to justify public investment in public shared structured parking. The planned Public Parking project is proposed to be removed from the TIF District. STORMWATER TREATMENT AND WETLAND MITIGATION/STREAM RESTORATION - REMOVE PROJECT FROM THE TIF DISTRICT This was determined to be 100% eligible for TIF District Financing. It was estimated to cost $4.5 million in the 2015 Financing Plan. This is not required to complete development. The planned Stormwater Treatment and Wetland Mitigation/Stream Restormation project is proposed to be removed from the TIF District. WILLISTON ROAD STREETSCAPE The Williston Road Streetscape, was estimated to cost just over $4 million in the 2015 Financing Plan, and is 50% eligible for TIF District Financing. It was estimated to begin construction in 2020. The current cost estimate for this project (in conceptual design as a streetscape on the south side of the roadway) is projected to be $2.6 million. The project is anticipated to begin construction in 2023. The City secured CCRPC assistance during the scoping phase and $800,000 in federal funding to complete the streetscape. The City also has been contributing to a reserve fund and may apply for additional grant funds if necessary to provide the City’s share of costs. PEDESTRIAN – BICYCLE BRIDGE OVER INTERSTATE 89 This project is estimated to cost $14.5 million. It is 30% eligible for TIF District Financing and the City would expect to use TIF District increment to cover up to 30% of the costs. The City has been meeting regularly with our congressional delegation regarding City Center and has focused on this project. We continue to reach out to our partners at the State of Vermont. The City has applied for funding under the RAISE program (formerly known as TIGER and BUILD). Last year the City came the closest it has come to funding, being sent to the Secretary’s desk as a highly recommended project. TOTAL COST OF IMPROVEMENTS South Burlington’s City Center | TIF Substantial Change Narrative November 2021 5 The total revised estimated costs is $61.9 million, of which $26.2 million is planned to be funded with TIF District Financing, $17.8 million with a variety of City Funds, and $17.9 million with Federal Funds.2 This represents an estimated reduction in TIF District Financing to fund project costs of $29 million. Non-TIF sources include reserve fund backed debt, impact fees, multiple Federal and State grants and a capital campaign. 2 These numbers will be refined for the public hearing draft but are close to what they are anticipated to be. Preliminary TIF Financing Model ‐ Substantial Change Request July 1 2017 ‐ June 30 20182018 (FY) 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 20322033203420352036203720382039TOTALS:TIF DISTRICT FUND PROJECTION (PRELIMINARY ‐ FALL 2021)DEADLINE TO INCUR DEBT: MARCH 31, 20241 (Year of TIF Revenue) 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20ANNUAL INCOME (INCREMENT) Total:Projected TIF Revenue (Increment) ‐ High72,939.84$                          84,928.06$                  158,868.78$        264,380.07$      413,448.15$      458,091.01$       468,324.22$        622,869.83$      1,298,374.19$     1,890,243.63$     1,966,297.94$   2,904,367.33$   3,915,897.23$   4,485,813.16$     4,938,505.46$   5,113,892.68$      5,355,751.58$      5,476,590.70$      5,600,258.33$     5,726,823.39$      (High)51,216,665.59$     Projected TIF Revenue (Increment) ‐ Low 72,939.84$                          84,928.06$                  158,868.78$        264,380.07$      413,448.15$      449,040.63$       459,071.66$        613,410.43$      915,681.69$        1,236,887.54$     1,264,622.84$   1,774,728.63$   2,505,520.43$   2,863,133.84$     2,927,564.05$   3,493,830.27$      3,922,248.44$      4,481,790.20$      4,583,020.04$     4,686,622.30$      (Low)37,171,737.91$     FY 2018‐FY2022 is ACTUAL REVENUE (INCREMENT)                             YEAR OVER YEAR INCREMENT GROWTH: HIGH72,939.84$                         11,988.21$                73,940.72$         105,511.29$    149,068.08$    44,642.86$       10,233.20$        154,545.62$     675,504.36$      591,869.44$      76,054.30$       938,069.40$     1,011,529.89$  569,915.94$       452,692.29$     175,387.23$       241,858.90$       120,839.12$       123,667.63$      126,565.06$                                    YEAR OVER YEAR INCREMENT GROWTH: LOW72,939.84$                         11,988.21$                73,940.72$         105,511.29$    149,068.08$    35,592.48$       10,031.03$        154,338.76$     302,271.26$      321,205.85$      27,735.30$       510,105.80$     730,791.80$     357,613.41$       64,430.21$       566,266.22$       428,418.17$       559,541.76$       101,229.84$      103,602.26$       Projected Total HIGH:51,216,665.59$                                                    Projected Total LOW:37,171,737.91$                                                   ANNUAL EXPENDITURESTIF FINANCING BOND PAYMENT SHEDULES (amt, purpose, term, interest)All TIF Debt has 5 Year Delayed Principle PaymentsBOND PAYMENT TOTAL:2017 Market St & City Center Park ($5M, 20 YR, 3.39%)voted 2016134,660.75$                        162,133.34$               162,133.34$        162,133.34$      162,133.34$      162,133.34$       491,383.39$        482,933.34$      473,983.34$        464,533.34$        454,583.34$      444,250.01$      433,566.68$      422,566.68$         411,300.01$      399,783.34$         388,050.00$         376,116.66$         364,016.66$        351,800.00$         339,500.00$         ‐$                      7,243,694.24$        2020 180 Market Street ($5M, 17 YR, 1.90%)voted 201871,373.60$        87,099.98$        87,099.98$         87,099.98$          87,099.98$         502,412.81$        499,433.64$        495,912.81$      491,041.97$      484,239.88$      475,954.46$         466,935.70$      457,398.19$         448,087.77$         439,331.52$         430,383.59$        425,854.58$         ‐$                       ‐$                      7,243,694.24$        Estimated 2022 TIF Bond Payment ($0.43M, 15 YR, 1.40%)voted 20184,693.30$          5,613.25$           5,613.25$            5,613.25$           5,613.25$            50,582.46$          50,296.98$         49,963.69$         49,582.60$         49,153.70$           48,676.99$         48,099.29$           47,379.59$           46,539.47$           45,595.83$          ‐$                      6,036,760.44$        Estimated 2022 Garden St Phase I  ($3.52M, 15 YR, 1.40%)voted 202136,630.67$        43,810.76$         43,810.76$          43,810.76$         43,810.76$          394,789.96$        392,561.80$      389,960.52$      386,986.12$      383,638.60$         379,917.96$      375,409.13$         369,791.91$         363,234.85$         355,869.89$       513,016.92$           Estimated 2023 Garden Street Phase II ($4.274M, 16 YR, 2.25%)vote 2022/2375,263.80$        90,016.51$         90,016.51$        90,016.51$         90,016.51$         475,628.46$     469,613.79$     463,303.83$     456,698.57$        449,797.99$     442,602.11$        434,704.57$        425,785.93$        416,000.52$       405,469.08$        394,287.83$        4,004,034.49$        Estimated 2023 Williston Road Streetscape ($1.23M, 16 YR, 2.25%)vote 2022/2321,659.92$         25,905.55$        25,905.55$         25,905.55$         25,905.55$        136,879.51$     135,148.56$     133,332.64$        131,431.74$     129,445.84$        127,374.96$        125,102.16$        122,535.49$       119,719.38$        116,688.58$        113,470.76$        5,269,222.51$        Estimated 2024 City Center Park Boardwalk ($1M, 16 YR, 2.25%)vote 202317,609.69$         21,061.42$        21,061.42$         21,061.42$         21,061.42$        111,284.15$     109,876.88$     108,400.52$        106,855.07$     105,240.52$        103,556.88$        101,709.07$        99,622.35$         97,332.83$          94,868.76$          92,252.65$          1,402,940.96$        Estimated 2024 Ped/Bike Bridge over I‐89 ($4.59M, 16 YR, 2.25%)vote 202380,881.29$         96,735.10$        96,735.10$         96,735.10$         96,735.10$        511,128.11$     504,664.51$     497,883.59$        490,785.34$     483,369.71$        475,636.75$        467,149.76$        457,565.46$       447,049.69$        435,732.22$        423,716.43$        1,140,602.41$        RELATED COSTS ‐ DIRECT REIMBURSEMENTDIRECT REIMBURSEMENT$480,100voted 2021364,400.00$    5,100.00$           5,100.00$            5,100.00$            5,100.00$           5,100.00$            5,100.00$           85,100.00$         480,100.00$          Subtotal TIF BOND SERVICE: 32,853,966.22$                                                    Total TIF FUND EXPENDITURES:33,334,066.22$                                                    TIF FUND BALANCESTIF FUND ANNUAL BALANCE ‐ PROJECTEDHIGH INCREMENT MODEL ‐ TIF FUND Annual Increment minus Annual Expenditures(61,720.91)$                       (77,205.28)$              (3,264.56)$         30,873.13$      122,890.86$    84,169.87$       (369,750.58)$     (230,306.09)$   38,835.44$        247,185.65$      (46,387.53)$     300,245.59$     1,348,528.16$  1,958,184.40$    2,088,404.66$  2,667,444.55$    2,956,069.14$    3,126,521.28$    3,303,568.55$   3,874,497.82$    (1,386,177.39)$  (714,539.84)$      LOW INCREMENT MODEL ‐ TIF FUND Annual Increment minus Annual Expenditures(61,720.91)$                       (77,205.28)$              (3,264.56)$         30,873.13$      122,890.86$    75,119.49$       (379,003.13)$     (239,765.49)$   (343,857.06)$     (406,170.45)$     (748,062.63)$   (829,393.11)$   (61,848.64)$     335,505.07$       77,463.25$       1,047,382.14$    1,522,566.00$    2,131,720.78$    2,286,330.26$   2,834,296.73$    (1,386,177.39)$  (714,539.84)$      HIGH INCREMENT MODEL ‐ TIF Fund Balance ‐ Cumulative(61,721)$                             (138,926)$                  (142,191)$           (111,318)$         11,573$             95,743$             (274,007)$           (504,314)$         (465,478)$           (218,292)$           (264,680)$         35,566$             1,384,094$        3,342,278$          5,430,683$        8,098,127$          11,054,197$        14,180,718$        17,484,286$       21,358,784$        19,972,607$        19,258,067$        LOW INCREMENT MODEL ‐ TIF Fund Balance‐ Cumulative(61,721)$                             (138,926)$                  (142,191)$           (111,318)$         11,573$             86,693$             (292,310)$           (532,076)$         (875,933)$           (1,282,103)$        (2,030,166)$      (2,859,559)$      (2,921,408)$      (2,585,903)$        (2,508,439)$      (1,461,057)$         61,509$                2,193,229$          4,479,560$         7,313,856$          5,927,679$          5,213,139$          HIGH‐LOW FINAL YEAR (2037) TIF FUND BALANCE HIGH BALANCE:19,258,067$     LOW BALANCE:5,213,139$       July 1 2017 ‐ June 30 20182018 (FY)20192020 2021202220232024202520262027202820292030203120322033203420352036203720382039RESERVE FUND PROJECTIONANNUAL INCOME Annual Transfer to City Center Reserve Fund750,000.00$              860,000.00$       750,000.00$     860,000.00$     860,000.00$      860,000.00$       860,000.00$     860,000.00$       860,000.00$       860,000.00$     860,000.00$     860,000.00$     860,000.00$        860,000.00$     860,000.00$        860,000.00$        860,000.00$        860,000.00$       860,000.00$        860,000.00$        860,000.00$        860,000.00$           860,000.00$        ANNUAL EXPENDITURESCITY SHARE OF PROJECT COSTS ‐ DEBT PAYMENTSPayment on 180 Market Street Bond ‐ ($14M, 30 YR)583,452.00$       926,056.00$     917,423.00$     908,626.00$      899,596.00$       890,239.00$     877,532.00$       867,452.00$       859,308.00$     846,624.00$     832,620.00$     817,496.00$        801,487.00$     784,733.00$        767,387.00$        749,850.00$        732,140.00$       714,299.00$        696,449.00$        678,394.00$        660,695.00$           643,102.00$        Est. 2022 Bond ‐ 180 Market St (.97M, 15 YR, 2.18%)15,609.12$       82,984.97$        82,091.29$         81,178.17$        80,239.15$         79,274.23$         78,271.75$        77,220.05$        76,119.13$        74,969.00$          73,769.64$        72,453.34$          70,966.85$          69,335.89$          67,580.58$         65,716.97$          Est. 2024 Bond ‐ Williston Rd Stscape ‐ (0.4M, 15 YR, 2.25%)3,509.40$           14,690.52$        62,031.39$         61,810.74$         61,556.10$        61,235.81$        60,847.51$        60,393.41$          59,880.48$        59,303.96$          58,652.00$          57,929.33$          57,166.34$         56,338.81$          55,434.89$          54,492.53$          53,459.54$              52,346.84$          RESERVE FUND BALANCECumulative City Center Reserve Fund Balance:2,700,000.00$                    3,450,000.00$           3,726,548.00$    3,158,000.00$  3,084,967.88$  2,953,356.91$   2,828,160.22$    2,702,052.52$  2,542,249.99$    2,393,713.01$    2,254,577.16$  2,129,497.31$  2,019,910.67$  1,927,052.26$    1,851,915.14$  1,795,424.84$     1,758,419.00$     1,741,303.78$     1,744,416.86$    1,768,062.08$     1,876,178.20$    2,003,291.67$     2,149,137.12$        2,313,688.28$                                               Accounts for non‐debt payment debits to fundJuly 1 2017 ‐ June 30 20182018 (FY)20192020 2021202220232024202520262027202820292030203120322033203420352036203720382039CASH CUSHIONHIGH INCREMENT MODEL: Annual Reserve Balance + TIF Increment minus expenditures2,638,279.09$                    3,311,073.81$           3,584,357.25$    3,046,682.38$  3,096,541.12$  3,049,100.02$   2,554,152.75$    2,197,738.97$  2,076,771.88$    2,175,420.55$    1,989,897.17$  2,165,062.90$  3,404,004.42$  5,269,330.41$    7,282,597.95$  9,893,552.20$     12,812,615.50$   15,922,021.56$   19,228,703.19$ 23,126,846.23$   LOW INCREMENT MODEL: Annual Reserve Balance + TIF Increment minus expenditures2,638,279.09$                    3,311,073.81$           3,584,357.25$    3,046,682.38$  3,096,541.12$  3,040,049.64$   2,535,849.82$    2,169,976.64$  1,666,317.04$    1,111,609.62$    224,411.14$     (730,061.83)$    (901,497.11)$    (658,850.44)$      (656,524.31)$    334,367.53$        1,819,927.69$     3,934,533.25$     6,223,976.59$    9,081,918.55$     Potential Increase in Transfer to Reserve:  None Required at this timeTotal voter authorized TIF Debt to date:14,002,000$                       Estimated Proposed Potential Future Debt TIF Debt:11,548,000$                       Total:25,550,000$                        180 Market Street South Burlington, VT 05403 tel 802.846.4107 fax 802.846.4101 www.southburlingtonvt.gov South Burlington City Council Monday, November 15, 2021, 7 p.m. PLEASE TAKE NOTICE THAT the South Burlington City Council will hold a public hearing at 7 p.m., Monday, November 15, 2021, to obtain public comments regarding a request to the Vermont Economic Progress Council for a substantial change to the Tax Increment Financing District (TIF District) Plan and Financing Plan for the City Center TIF District in South Burlington, VT. Participation options are in person at South Burlington Public Library and City Hall Auditorium, 180 Market Street, South Burlington, Vermont; online at https://www.gotomeet.me/SouthBurlingtonVT/city-council- meeting11-15-2021 or via phone : +1 (408) 650-3123 (Access Code: 179-508-669). The purpose of the Substantial Change Request is to update the City Center TIF District Plan and Financing Plan so that 1) the timing, nature and estimated price of public projects as outlined in the plan are aligned with projects completed or able to be initiated within the time remaining to incur debt, 2) public project cost estimates and funding needs more accurately reflect actual or anticipated costs and revenues, and 3) projections of tax increment revenues to be realized from private investment over the life of the TIF District are up to date. The drafted substantial change request removes four public infrastructure projects from the TIF District Plan which are not anticipated to advance: Stormwater and Wetland Mitigation, a Central Urban Park, Public Parking, and a Recreation Center. The public hearing draft of the substantial change request will be available at noon on Friday, October 29, online at www.SouthBurlingtonvt.gov, in the City Clerk’s Office and in the Public Library. October 18, 2021