HomeMy WebLinkAboutResolution 4545, Electors question of General Obligation Bonds_14 Commission Memorandum
REPORT TO: Honorable Mayor and City Commission
FROM: Anna Rosenberry, Administrative Services Director
Chuck Winn, Assistant City Manager
SUBJECT: Resolution No. 4545 - A RESOLUTION OF THE CITY
COMMISSION SUBMITTING TO THE QUALIFIED ELECTORS OF THE CITY
OF BOZEMAN, MONTANA, THE QUESTIONS OF (I) ISSUING GENERAL
OBLIGATION BONDS IN THE AMOUNT OF UP TO TWENTY-THREE MILLION
EIGHT HUNDRED THOUSAND AND NO/100 DOLLARS ($23,800,000.00) FOR THE PURPOSE OF PAYING THE COSTS OF DESIGNING, CONSTRUCTING, EQUIPPING AND FURNISHING ON LAND AT THE CORNER OF EAST OAK
STREET AND NORTH ROUSE AVENUE OR OTHER SUITABLE LOCATION A
NEW FACILITY TO HOUSE THE BOZEMAN POLICE DEPARTMENT, THE
BOZEMAN MUNICIPAL COURTS, AND OTHER CRIMINAL JUSTICE SERVICES, AND FOR PAYING COSTS RELATED TO ASSOCIATED SITE IMPROVEMENTS AND COSTS ASSOCIATED WITH THE SALE AND ISSUANCE
OF THE BONDS; AND (II) PERMANENTLY INCREASING MILL LEVIES OF THE
CITY TO PAY THE COSTS OF OPERATING, MAINTAINING, AND REPAIRING
SUCH FACILITY
MEETING DATE: July 28, 2014
AGENDA ITEM TYPE: Action
RECOMMENDATION: Listen to staff presentation, take public comment, and adopt resolution with any changes recommended.
BACKGROUND: On July 21, 2014, after hearing presentation of the Rouse Justice Center
project, the Commission directed staff to prepare the attached resolution to place a ballot measure for a general operating bond and operating levy to the voters this November. The requested resolution is attached.
As prepared, the resolution:
• Ask voters to approve General Obligation Bonds, not to exceed $23.8 Million for the construction of a Police, Courts and Criminal Justice building.
• Also asks voters, in a separate question, to approve a permanent increase to the city’s mill
levy of up to 5 mills to pay the costs of operating, maintaining, and repairing the facility.
UNRESOLVED ISSUES: None.
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ALTERNATIVES: As described during the July 21, 2014 meeting, the Commission has
numerous options related to facility and operating costs and the amounts included in on the
ballot. We have prepared this resolution based on the direction received regarding both those
issues.
The Commission could choose to include both the Bond and Operating Levy items within one
question on the ballot. We believe that would result in a lengthy question on the ballot that could
potentially be confusing for voters.
The ballot language has been developed with the help of the City’s bond counsel. While statutes
require certain elements be included in the language, the commission also has some latitude
when it comes to the phrasing of the ballot question.
FISCAL EFFECTS: The immediate fiscal effects of putting this question(s) to the voters will be the election costs that the city must reimburse to the Gallatin County election office. The
current budget contains $23,400, the amount the County estimated the charge to be.
Further fiscal effects will depend on whether the voters approve the measure(s) or not.
Because the ballot language is stated using the taxable values in effect at the time of the vote
(“current” = Fiscal Year 2015), the following tables reflect those amounts. We have updated our
median value with the exemption and tax rate that will be in effect in November. In a growing
community such as ours, these would be “high” estimates of costs for property owners.
• If approved, the Construction portion of the ballot will involve the issuance of General
Obligation Bonds and the requirement that taxes be increased to make these annual debt
payments. While the exact payment amounts won’t be determined until bonds are sold,
we estimate that approximately $1.78 million in annual debt payments will be required; this would require the levy of approximately 19.96 mills at our FY15 estimated value.
$23.8 Million Bond
Estimated
Annual
Payment
FY15
Estimated
Annual Mill
Value
Estimated
Number of
Mills
Cost of Mill
Per Median
Home
Annual Dollar Cost
of Levy to Median
Home
Monthly Dollar
Cost of Levy to
Median Home
$ 1,778,000 $ 89,062 19.96 $ 3.60 $ 71.87 $ 5.99
• If approved, the Operations portion of the ballot measure would go into effect to coincide
with the opening and operation of the facility. An approved levy of 5 mills per year would bring in $445,000 dollars at our FY15 estimated value. This levy would cost the median homeowner in town an approximately $1.50 per month.
Operating Levy
Estimated
Annual Levy
Estimated
Annual Mill
Value
Estimated
Number of
Mills
Cost of Mill
Per Median
Home
Annual Dollar Cost
of Levy to Median
Home
Monthly Dollar
Cost of Levy to
Median Home
$ 445,000 $ 89,062 5.00 $ 3.60 $ 17.99 $ 1.50
• Statute requires that the 5 mill levy ballot language express an estimated cost for a home
valued at $100,000 and $200,000. There is not this requirement for the bond-related
language on the ballot.
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2014/15 Tax Year 2014/15 Tax Year 2014/15 Tax Year
Estimated Estimated
"Phase-In Value" of "Taxable Market Value" "Taxable Value" of
ANNUAL MONTHLY
Residential Property of Residential Property Residential Property Tax Tax
$100,000 $53,000 $1,309
$6.54 $0.55
$200,000 $106,000 $2,618
$13.08 $1.09
$275,000 *Median $145,750 $3,600 $17.99 $1.50
For the 2007 Police and Fire levy elections, we found it helpful to also state the cost for a
“median” home in Bozeman. As of our current tax roll, the median home in Bozeman
has a Phase-In Value of approximately $275,000 on the records of the Department of Revenue. The attached resolution includes ballot language that states the median value and cost of the 5 mill levy.
Attachments: Resolution No 4545
Estimated Mill Levy Impact – GO Bonds Estimated Mill Levy Impact – Operating Levy Report compiled on: July 21, 2014
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DRAFT 07/23/2014
CERTIFICATE AS TO RESOLUTION AND ADOPTING VOTE
I, the undersigned, being the duly qualified and appointed City Clerk of the City of Bozeman, Montana (the “City”), hereby certify that the attached resolution is a true copy of a
Resolution entitled: “A RESOLUTION OF THE CITY COMMISSION SUBMITTING TO
THE QUALIFIED ELECTORS OF THE CITY OF BOZEMAN, MONTANA, THE
QUESTIONS OF (I) ISSUING GENERAL OBLIGATION BONDS IN THE AMOUNT OF UP TO TWENTY-THREE MILLION EIGHT HUNDRED THOUSAND AND NO/100 DOLLARS ($23,800,000.00) FOR THE PURPOSE OF PAYING THE COSTS OF DESIGNING, CONSTRUCTING, EQUIPPING AND FURNISHING ON LAND AT THE
CORNER OF EAST OAK STREET AND NORTH ROUSE AVENUE OR OTHER
SUITABLE LOCATION A NEW FACILITY TO HOUSE THE BOZEMAN POLICE DEPARTMENT, THE BOZEMAN MUNICIPAL COURTS, AND OTHER CRIMINAL JUSTICE SERVICES, AND FOR PAYING COSTS RELATED TO ASSOCIATED SITE IMPROVEMENTS AND COSTS ASSOCIATED WITH THE SALE AND ISSUANCE OF
THE BONDS; AND (II) PERMANENTLY INCREASING MILL LEVIES OF THE CITY
TO PAY THE COSTS OF OPERATING, MAINTAINING, AND REPAIRING SUCH FACILITY (the “Resolution”), on file in the original records of the City in my legal custody; that the Resolution was duly adopted by the City Commission at a regular meeting on July [28],
2014, and that the meeting was duly held by the City Commission and was attended throughout
by a quorum, pursuant to call and notice of such meeting given as required by law; and that the
Resolution has not as of the date hereof been amended or repealed.
I further certify that, upon vote being taken on the Resolution at said meeting, the
following Commission Members voted in favor thereof:
______________________________________________________________; those
Commissioners who voted against the same: _____________________________.
WITNESS my hand and seal officially this __ day of July, 2014.
(SEAL) Stacy Ulmen, CMC
Bozeman City Clerk
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DRAFT 07/23/2014
RESOLUTION NO. 4545
A RESOLUTION OF THE CITY COMMISSION SUBMITTING TO THE QUALIFIED ELECTORS OF THE CITY OF BOZEMAN, MONTANA, THE
QUESTIONS OF (I) ISSUING GENERAL OBLIGATION BONDS IN THE
AMOUNT OF UP TO TWENTY-THREE MILLION EIGHT HUNDRED THOUSAND AND NO/100 DOLLARS ($23,800,000.00) FOR THE PURPOSE OF PAYING THE COSTS OF DESIGNING, CONSTRUCTING, EQUIPPING AND FURNISHING ON LAND AT THE CORNER OF EAST OAK STREET AND
NORTH ROUSE AVENUE OR OTHER SUITABLE LOCATION A NEW
FACILITY TO HOUSE THE BOZEMAN POLICE DEPARTMENT, THE BOZEMAN MUNICIPAL COURTS, AND OTHER CRIMINAL JUSTICE SERVICES, AND FOR PAYING COSTS RELATED TO ASSOCIATED SITE IMPROVEMENTS AND COSTS ASSOCIATED WITH THE SALE AND
ISSUANCE OF THE BONDS; AND (II) PERMANENTLY INCREASING MILL
LEVIES OF THE CITY TO PAY THE COSTS OF OPERATING, MAINTAINING, AND REPAIRING SUCH FACILITY
BE IT RESOLVED by the City Commission (the “Commission”) of the City of
Bozeman, Montana (the “City”) as follows:
Section 1. Recitals
1.01.
.
Authorization
1.02.
. A city is authorized pursuant to Section 7-7-4221, Montana Code Annotated, to issue general obligation bonds pledging the general credit of the city for the purpose of designing, constructing and equipping public buildings, upon approval of the
electorate of the city, provided that such indebtedness will not cause the total indebtedness of the
city to exceed 2.5% of the total assessed value of taxable property of the city, determined as
provided in Section 15-8-111, Montana Code Annotated, ascertained by the last assessment for State and county taxes. A city council or commission is authorized pursuant to Section 7-7-4223, Montana Code Annotated, to call a bond election by adopting a resolution to that effect. A
city council or commission is authorized pursuant to Section 15-10-425, Montana Code
Annotated, to increase its mill levies for a specific purpose by conducting a mill levy election as
prescribed by law.
Proposed Project. The Commission determines there should be submitted to the electors of the City qualified to vote at bond elections the question of whether the Commission
shall be authorized to sell and issue bonds of the City in one or more series to obtain funds for
the purpose of paying the costs of designing, constructing, equipping and furnishing on land at
the corner of East Oak Street and North Rouse Avenue or other suitable location a new facility to
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house the Bozeman Police Department, the Bozeman Municipal Courts, and other criminal
justice services, and for paying costs related to associated site improvements (such facility and
improvements, the “Facility”) and costs associated with the sale and issuance of the bonds, which bonds shall bear interest at rates to be determined at the time of sale, payable
semiannually over a term not to exceed twenty years for each series of bonds. The Commission
has also determined there should be submitted to the electors of the City qualified to vote at mill
levy elections the question of whether the Commission shall be authorized to increase the annual
mill levy to pay the costs of operating, maintaining, and repairing the Facility.
1.03. Debt Limitation
1.04.
. The Commission has determined that the issuance of general
obligation bonds up to the total principal amount of Twenty-Three Million Eight Hundred
Thousand and No/100 Dollars ($23,800,000.00) will not cause the City to exceed its general
obligation indebtedness limitation, which is currently calculated to be $84,657,390.
Election
1.05.
. The Commission has determined there should be submitted to the electors of the City qualified to vote at bond elections the question of whether the Commission
shall be authorized to issue and sell general obligation bonds of the City to obtain funds for the
purpose described in the ballot question.
Bonds
1.06.
. It is the judgment of the Commission that the total principal amount of up
to Twenty-Three Million Eight Hundred Thousand and No/100 Dollars ($23,800,000.00) in general obligation bonds will be necessary to carry out the purpose set forth above. It is also the
judgment and determination of the Commission that such general obligation bonds may be
issued in multiple series, each series payable during a term not to exceed twenty (20) years.
Mill Levy
Section 2.
. The City Commission has determined that in conjunction with the
above bond proposition it is in the best interests of the City to seek authority for a permanent mill levy increase to pay a portion of the costs of operating, maintaining, and repairing the facility
and related improvements described above by presenting to the voters a mill levy question set
forth below.
Calling of the Election
Shall the City Commission of the City of Bozeman, Montana (the “City”) be
authorized to sell and issue general obligation bonds of the City in one or more
series in an aggregate principal amount not to exceed Twenty-Three Million Eight
Hundred Thousand and No/100 Dollars ($23,800,000.00) bearing interest at rates to be determined at the time of sale, payable semiannually over a term not to
exceed twenty years for each series of bonds, for the purpose of paying the costs
of designing, constructing, equipping and furnishing on land at the corner of East
Oak Street and North Rouse Avenue or other suitable location a new facility to
house the Bozeman Police Department, the Bozeman Municipal Courts, and other criminal justice services and for paying costs related to associated site
improvements (such facility and improvements, the “Facility”) and costs
associated with the sale and issuance of the bonds?
. The City Commission hereby calls and directs that a
special City election be held in conjunction with the general election on November 4, 2014, for the purpose of voting on the following questions:
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The City Commission has determined that in conjunction with the bond proposition it is
in the best interests of the City to seek authority for a permanent mill levy increase to pay a portion of the costs of operating, maintaining, and repairing the facility and related
improvements described above (the “Facility”) by presenting to the voters the following
question:
Shall the City Commission of the City of Bozeman, Montana be authorized to permanently levy up to 5 mills per year, currently raising approximately
$445,000, for the purpose of paying a portion of the costs of operating,
maintaining, and repairing the Facility? If this mill levy proposition is passed, it
is estimated that, using current assessed values of taxable property, property taxes
on a home valued at $100,000 will increase by approximately $6.54 and on a home valued at $200,000 will increase by approximately $13.08 per year. It is
estimated that if this mill levy proposition is passed property taxes on a home
valued at $275,000, the median home value in Bozeman, will increase by
approximately $17.99 per year.
If the bond proposition passes and the mill levy proposition fails, the City may, in its
discretion, proceed with issuing the bonds for the purpose described in the bond
proposition. If the bond proposition fails and the mill levy proposition passes, the City
will refrain from proceeding with the mill levy.
Section 3. Conduct of Election
Section 4.
. All qualified electors of the City shall be entitled to vote
at the bond election and mill levy election. The City Clerk is hereby authorized and directed to
give notice of the call and details of this election to the Gallatin County Election Administrator
as soon as practicable and in any event on or the before the date required by the Gallatin County
Election Administrator. The Gallatin County Election Administrator is requested to give notice of the close of registration and thereafter prepare printed lists of the qualified electors in the City
entitled to vote in the election in the City and to conduct the election in the form and manner
prescribed by law.
Notice of Election. The City Clerk is hereby authorized and requested to
cause notice of the call and holding of the election to be given by publishing notice at least once a week for the three consecutive weeks before the election in the Bozeman Daily Chronicle, a
newspaper of general circulation in Gallatin County. The notice of election as published shall
read substantially as shown on Exhibit A
Section 5.
hereto (which is incorporated by reference and made a
part hereof).
Form of Ballot
. The ballot shall be printed in substantially the following form:
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OFFICIAL BALLOT
CITY OF BOZEMAN, MONTANA
GENERAL OBLIGATION BOND ELECTION AND ASSOCIATED MILL LEVY ELECTION
NOVEMBER 4, 2014
INSTRUCTIONS TO VOTERS: Make an X or similar mark in the vacant square
before the words “BONDS--YES” if you wish to vote for the bond issue; if you
are opposed to the bond issue, make an X or similar mark in the square before the words “BONDS--NO”.
Shall the City Commission of the City of Bozeman, Montana (the “City”) be
authorized to sell and issue general obligation bonds of the City in one or more
series in an aggregate principal amount not to exceed Twenty-Three Million Eight
Hundred Thousand and No/100 Dollars ($23,800,000.00) bearing interest at rates to be determined at the time of sale, payable semiannually over a term not to
exceed twenty years for each series of bonds, for the purpose of paying the costs
of designing, constructing, equipping and furnishing on land at the corner of East
Oak Street and North Rouse Avenue or other suitable location a new facility to
house the Bozeman Police Department, the Bozeman Municipal Courts, and other criminal justice services and for paying costs related to associated site
improvements (such facility and improvements, the “Facility”) and costs
associated with the sale and issuance of the bonds?
BONDS — YES
BONDS — NO
INSTRUCTIONS TO VOTERS: Make an X or similar mark in the vacant square before the words “MILL LEVY--YES” if you wish to vote for the mill levy; if
you are opposed to the mill levy, make an X or similar mark in the square before
the words “MILL LEVY--NO”.
Shall the City Commission of the City of Bozeman, Montana be authorized to
permanently levy up to 5 mills per year, currently raising approximately $445,000 for the purpose of paying a portion of the costs of operating, maintaining, and
repairing the Facility? If this mill levy proposition is passed, it is estimated that,
using current assessed values of taxable property, property taxes on a home
valued at $100,000 will increase by approximately $6.54 and on a home valued at
$200,000 will increase by approximately $13.08 per year. It is estimated that if this mill levy proposition is passed property taxes on a home valued at $275,000,
the median home value in Bozeman, will increase by approximately $17.99 per
year.
MILL LEVY — YES
MILL LEVY — NO
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Section 6. Notice to County Election Administrator
. A copy of this Resolution will be
provided to the Gallatin County Election Administrator as soon as possible after its adoption and approval in order to inform the Election Administrator of the details of the special election and
the pertinent requests and authorizations as to the conduct of the special election.
7. Reimbursement Expenditures
(a) The United States Department of Treasury has promulgated final regulations governing the use of proceeds of tax-exempt bonds, all or a portion of which are to be
used to reimburse the City for project expenditures paid by the City prior to the date of
issuance of such bonds. Those regulations (Treasury Regulations, Section 1.150-2) (the
“Regulations”) require that the City adopt a statement of official intent to reimburse an
original expenditure not later than 60 days after payment of the original expenditure. The Regulations also generally require that the bonds be issued and the reimbursement
allocation made from the proceeds of the bonds within 18 months (or three years, if the
reimbursement bond issue qualifies for the “small issuer” exception from the arbitrage
rebate requirement) after the later of (i) the date the expenditure is paid or (ii) the date the
project is placed in service or abandoned, but (unless the issue qualifies for the “small issuer” exception from the arbitrage rebate requirement) in no event more than three
years after the date the expenditure is paid. The Regulations generally permit
reimbursement of capital expenditures and costs of issuance of the bonds.
.
(b) Other than (i) expenditures to be paid or reimbursed from sources other than
the bonds, (ii) expenditures permitted to be reimbursed under the transitional provision contained in Section 1.150-2(j)(2) of the Regulations, (iii) expenditures constituting
preliminary expenditures within the meaning of Section 1.150-2(f)(2) of the Regulations,
or (iv) expenditures in a “de minimus” amount (as defined in Section 1.150-2(f)(1) of the
Regulations), no expenditures for a project within the scope of this resolution have been
paid by the City before the date 60 days before the date of adoption of this resolution.
(c) The City reasonably expects to reimburse the expenditures made for costs of
such a project out of the proceeds of bonds in an estimated maximum aggregate principal
amount of up to Twenty-Three Million Eight Hundred Thousand and No/100 Dollars
($23,800,000.00) after the date of payment of all or a portion of the costs of such a
project. All reimbursed expenditures shall be capital expenditures, a cost of issuance of the bonds or other expenditures eligible for reimbursement under Section 1.150-2(d)(3)
of the Regulations.
(d) As of the date hereof, there are no City funds reserved, allocated on a long-
term basis or otherwise set aside (or reasonably expected to be reserved, allocated on a
long-term basis or otherwise set aside) to provide permanent financing for the expenditures related to such a project, other than pursuant to the issuance of the bonds.
The statement of intent contained in this resolution, therefore, is determined to be
consistent with the City’s budgetary and financial circumstances as they exist or are
reasonably foreseeable on the date hereof.
(e) The City’s Administrative Services Director shall be responsible for making the “reimbursement allocations” described in the Regulations, being generally the
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transfer of the appropriate amount of proceeds of the bonds to reimburse the source of
temporary financing used by the City to make prior payment of the costs of the project.
Each allocation shall be evidenced by an entry on the official books and records of the City maintained for the bonds or the project and shall specifically identify the actual
original expenditure being reimbursed.
PASSED by the City Commission of Bozeman, Montana, this [28th] day of July, 2014.
CITY OF BOZEMAN, MONTANA
____________________________
Jeffrey K. Krauss
Mayor
Attest:
____________________________
Stacy Ulmen, CMC City Clerk
(SEAL)
Approved as to form:
__________________________________ Greg Sullivan City Attorney
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A-1
EXHIBIT A
NOTICE OF GENERAL OBLIGATION BOND ELECTION
AND ASSOCIATED MILL LEVY ELECTION
City of Bozeman, Montana
November 4, 2014
NOTICE IS HEREBY GIVEN by the City Commission (the “Commission”) of the City of Bozeman, Montana (the “City”), that pursuant to a certain resolution duly adopted at a regular
meeting of the Commission on July [28], 2014, a special city election of the registered voters of
the City will be held in conjunction with the general election on November 4, 2014, for the
purpose of voting on the following questions:
Shall the City Commission of the City of Bozeman, Montana (the “City”) be authorized to sell and issue general obligation bonds of the City in one or more series in
an aggregate principal amount not to exceed Twenty-Three Million Eight Hundred
Thousand and No/100 Dollars ($23,800,000.00) bearing interest at rates to be determined
at the time of sale, payable semiannually over a term not to exceed twenty years for each
series of bonds, for the purpose of paying the costs of designing, constructing, equipping and furnishing on land at the corner of East Oak Street and North Rouse Avenue or other
suitable location a new facility to house the Bozeman Police Department, the Bozeman
Municipal Courts, and other criminal justice services and for paying costs related to
associated site improvements (such facility and improvements, the “Facility”) and costs
associated with the sale and issuance of the bonds?
The City Commission has determined that in conjunction with the bond
proposition it is in the best interests of the City to seek authority for a mill levy to pay the
costs of operating, maintaining, and repairing the facility and related improvements
described above (the “Facility”) by presenting to the voters the following question:
Shall the City Commission of the City of Bozeman, Montana be authorized to
permanently levy up to 5 mills per year, currently raising approximately $445,000 for the
purpose of paying a portion of the costs of operating, maintaining, and repairing the
Facility? If this mill levy proposition is passed, it is estimated that, using current assessed values of taxable property, property taxes on a home valued at $100,000 will
increase by approximately $6.54 and on a home valued at $200,000 will increase by
approximately $13.08 per year. It is estimated that if this mill levy proposition is passed
property taxes on a home valued at $275,000, the median home value in Bozeman, will
increase by approximately $17.99 per year.
If the bond proposition passes and the mill levy proposition fails, the City may, in
its discretion, proceed with issuing the bonds for the purpose described in the bond
proposition. If the bond proposition fails and the mill levy proposition passes, the City
will refrain from proceeding with the mill levy.
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A-2
The polls will be open between the hours of 7:00 a.m. and 8:00 p.m., and the
polling places for the election will be the normal polling places for City residents during
a general election. Beginning October 6, 2014, absentee ballots may be obtained at the office of the Gallatin County Election Administrator at Gallatin County Courthouse, 311
West Main, Gallatin, Montana, until 12:00 noon, November 3, 2014.
DATED this ____ day of ______________, 2014.
Gallatin County Election Administrator
Publish: [October 12, 2014
October 19, 2014 October 26, 2014]
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Rouse Justice Center
G.O Bond Levy
Estimated MILL LEVY IMPACT ANALYSIS
Mill Levy Computation:
Estimated Annual Levy Amount:$1,778,424
DIVIDED BY: FY 2015 Mill Value:$89,062
EQUALS: Estimated Number of Mills Required:19.968
Estimated Tax Increase for Individual Residential Taxpayer:
2014/15 Tax Year 2014/15 Tax Year 2014/15 Tax Year Estimated Estimated
"Phase-In Value" of "Taxable Market Value" "Taxable Value" of ANNUAL MONTHLY
Residential Property of Residential Property Residential Property Tax Tax
$100,000 $53,000 $1,309 $26.14 $2.18
$200,000 $106,000 $2,618 $52.28 $4.36
$275,000 $145,750 $3,600 $71.89 $5.99
* All property owners (including farming and ranching operations, commercial businesses, home owners etc…) should use
the following formula to calculate the estimated tax impact of the Bond issue.
Taxable Value (From Personal Tax Statement) X "Mills"/1,000 = Estimated Annual Tax Impact.
City Finance Office 7/22/2014
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Rouse Justice Center
Operating Levy
Estimated MILL LEVY IMPACT ANALYSIS
Mill Levy Computation:
Estimated Annual Levy Amount:$445,000
DIVIDED BY: FY 2015 Mill Value:$89,062
EQUALS: Estimated Number of Mills Required:4.997
Estimated Tax Increase for Individual Residential Taxpayer:
2014/15 Tax Year 2014/15 Tax Year 2014/15 Tax Year Estimated Estimated
"Phase-In Value" of "Taxable Market Value" "Taxable Value" of ANNUAL MONTHLY
Residential Property of Residential Property Residential Property Tax Tax
$100,000 $53,000 $1,309 $6.54 $0.55
$200,000 $106,000 $2,618 $13.08 $1.09
$275,000 $145,750 $3,600 $17.99 $1.50
* All property owners (including farming and ranching operations, commercial businesses, home owners etc…) should use
the following formula to calculate the estimated tax impact of the Bond issue.
Taxable Value (From Personal Tax Statement) X "Mills"/1,000 = Estimated Annual Tax Impact.
City Finance Office 7/22/2014
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