City of Oak Creek

Common Council Report

 

Meeting Date:  March 18, 2008

 

Item No.:

             

Recommendation:  That the Council direct the City Administrator and Finance Manager to develop a funding mechanism for the Economic Development fund (CDA) using room tax generated by new hotel development in Oak Creek.

 

Background:  The Community Development Authority (CDA) has historically been funded through the sale of City-owned properties.  For many years the fund balance in the Economic Development Fund has remained fairly stable.  In 2001, $225,000 was transferred from this fund to the Fire Station #3 building project.  From time to time, this fund has been supplemented by other sources, most recently through $148,000 in funds from the closure of TIF districts within the City.  Beginning in 2004, fifteen percent of the personnel costs for the Department of Community Development ($39,300 in 2007) were deducted from the Economic Development Fund on an annual basis.  This recurring operational expenditure quickly depleted the fund balance for the CDA.

 

The City has been directing significant financial resources towards the development of the 27th Street corridor.  To date the City has invested, or committed to invest approximately $403,000 into plans and implementation studies.  A total of $166,000 for additional streetscape design work and development of a process for third party review of development proposals within the corridor is pending before the Council.  While the bulk of those expended or committed funds are eligible for reimbursement under through the tax incremental financing district(s), the initial funding was through Fund 31.

 

There are still many economic development projects on the horizon such as the citywide marketing initiative, the lakefront, and Delphi that will demand additional resources from the economic development fund.  The lack of a stable, sustainable funding source will severely restrict the City’s ability to fully address these identified opportunities; or perhaps more importantly to quickly adapt to those that may unexpectedly arise.

 

The City currently collects a 6% hotel room tax that goes into the general fund.  The State of Wisconsin allows municipalities to collect room taxes provided that the revenue is directed towards tourism promotion and development.  Prior to June 1994, state law did not limit the tax rate municipalities could impose or how they could use collections from the tax.  However, 1993 Wisconsin Act 467 established a maximum tax rate of 8.0% and required that at least 70% of any new room taxes be used for tourism promotion and development.  However, since Oak Creek’s room tax was in place prior to the passage of that law, it is able to direct its room tax collections to the general fund without restriction on its distribution.  If the City were to change the room tax rate (for instance to the maximum allowable rate of 8%) that portion would be subject to the rules regarding distribution of that additional revenue.

 

Room tax collections have increased steadily since the early 1990’s.  At the same time the ending fund balance for the Economic Development fund has fluctuated, and is projected to be at its lowest level in the last eighteen years.  (See Exhibit A - Hotel Room Tax and CDA Fund Balance: 1990-2008).  As the City grows, and additional hotel rooms are brought online the amount of revenue generated by the room tax will increase.  A number of hotels have been proposed around the airport, and specifically in Oak Creek[1].  If all of the proposed hotels are constructed the number of hotel rooms in Oak Creek would nearly double.

 

Proposed Hotel

Candlewood Suites

 

# of Rooms

99

Fairfield Inn

 

122

Microtel Inn

 

77

Value Place

 

121

Courtyard by Marriott

 

119

Towneplace Suites by Marriott

 

105

 

Based on internal calculations, and using estimates of rate comparables and expected revenue per room night, it was estimated that room tax revenues could bring in an additional $450,000 per year if all of the proposed hotels were developed.  Please contact the Planning Department if you are interested in viewing the methodology behind these calculations.

 

The proposal before you this evening is to direct the City Administrator and Finance Manager to develop a financing mechanism for the CDA using the additional revenue generated by these new hotel developments.

 

Fiscal Impact:  The idea behind this proposal is to provide a stable funding source for the CDA without having a significant impact on the general fund.  The general fund revenue could be capped at a certain level, for example the amount budgeted for this year, or the amount received in 2007.  The amount of revenue generated over and above that amount would go towards Fund 31 – Economic Development.

 

 

 

Prepared by:                                                   Respectfully Submitted,

 

 

 

Doug Seymour, AICP                                     Patrick DeGrave

Director of Community Development                        City Administrator

 

Fiscal Review by:

 

 

 

Beverly A. Buretta, CMC

City Clerk

 

 



[1] Hotels ascend around airport.  JSOnline: 3-11-2008