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HomeMy WebLinkAboutIR 9972 INFORMAL REPORT TO CITY COUNCIL MEMBERS No. 9972 To the Mayor and Members of the City Council December 13, 2016 3- Page 1 of 2 �i {i7 Y * *a rrn SUBJECT: IMPLEMENTATION OF GOVERNMENTAL ACCOUNTING STANDARDS BOARD STATEMENT NO. 77, "TAX ABATEMENT DISCLOSURES" On August 14, 2015, the Governmental Accounting Standards Board ("GASB") issued Statement No. 77 (Statement) "Tax Abatement Disclosures". With this new Statement, governments must disclose how much tax revenue was foregone due to tax abatement agreements. This Statement is effective for the City's financial periods beginning October 1, 2016 (fiscal year 2017). This Statement requires the disclosure of tax abatement information when the City enters into a tax abatement agreement, and when tax abatement agreements are entered into by other governments (Tarrant County or the State of Texas) that reduce the City's tax revenues. This Statement requires the City to disclose the following information about these abatement agreements: a. Brief descriptive information, such as the tax being abated, the authority under which the tax abatements is provided, eligibility criteria, the mechanism by which taxes are abated, provisions for recapturing abated taxes, and the types of commitments made by tax abatement recipients; b. The gross dollar amount of taxes abated during the period; and c. Commitments made by a government, other than to abate taxes, as part of a tax abatement agreement. Impact on City The Financial Management Services Department is working collaboratively with the Economic Development Department and the Neighborhood Services Department to identify all of the agreements that the City has which may require disclosure under this Statement. While no financial impact will occur, the required additional disclosures will be outlined and published in the City's Comprehensive Annual Financial Report. City's Current Incentive Programs The City provides incentives through various programs as more fully described below. Economic Development Department • Taxing Increment Reinvestment Zones (TIRZs) are special zones created by City Council under Texas Tax Code Chapter 311 (Tax Increment Financing Act). A TIRZ is used to finance public improvements within a defined area that are intended to promote development or redevelopment. Taxes attributable to new improvements (tax increments) are set aside in a special revenue fund to finance public improvements within the boundaries of the zone. • Enterprise Zones Program was created by resolution of the City Council pursuant to Texas Government Code Chapter 2303. Enterprise Zones are used to promote job creation and ISSUED BY FINANCIAL MANAGEMENT SERVICES FORT WORTH, TEXAS INFORMAL REPORT TO CITY COUNCIL MEMBERS No. 9972 To the Mayor and Members of the City Council December 13, 2016 3- Page 2 of 2 �i {i7 Y * *a rrn SUBJECT: IMPLEMENTATION OF GOVERNMENTAL ACCOUNTING STANDARDS BOARD STATEMENT NO. 77, "TAX ABATEMENT DISCLOSURES" capital investment in economically distressed areas of the state. These programs offer local and state benefits. Benefits include state sales and use tax refunds and franchise tax reductions or credits. • Chapter 380 Economic Development (ED) Program Grants were created by resolution of City Council pursuant to Texas Local Government Code Chapter 380. Chapter 380 is used as a gap financing tool for projects facing extraordinary impediments to development and offering significant positive impact to the community and surrounding neighborhoods where the project is located. Benefits include reimbursement to private developers for the range of expenses that may contribute to a financing gap yielding projects financially infeasible. • Relocation Incentives Policy was created by resolution of City Council pursuant to Texas Tax Code Chapter 312. The relocation incentives policy provides for tax abatement, various fee waivers, and other incentives to certain businesses displaced by Major Infrastructure Projects if those businesses relocate their facilities and operations to an area of the City targeted by the City Council for development or redevelopment. • Tax Abatement Program was created by resolution of the City Council pursuant to Texas Tax Code Chapter 312. A tax abatement is the full or partial exemption from ad valorem taxes on eligible taxable real property and business personal property located in a reinvestment zone for a period of up to ten years and an amount of up to 100 percent of the increase in appraised value (as reflected on the certified tax roll of the appropriate county appraisal district) resulting from improvements begun after the execution of the tax abatement agreement. Neighborhood Services Department • Neighborhood Empowerment Zones (NEZ) were created by resolution of the City Council pursuant to Texas Local Government Code Chapter 378. NEZ are used to promote affordable housing, economic development and quality services. Municipal property tax abatements, fee waivers and release of city liens are available to property owners who build or rehabilitate property within a NEZ. If you have any questions, please call Aaron Bovos, Chief Financial Officer, at 817-392-8517. David Cooke City Manager ISSUED BY FINANCIAL MANAGEMENT SERVICES FORT WORTH, TEXAS