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Hazardous Materials and Waste Management Division
How to Apply for the Colorado Brownfields Tax Credit
Brownfields Tax Credit
In 1994, the Colorado General
Assembly passed the Voluntary Cleanup and Redevelopment Act (the Act
or 25-16-301 et seq. CRS) (Exit
to Michie's Legal Resources).
The Act was designed to provide owners wishing to develop
property with a timely state review of site characterization data and
proposed cleanup plans. The state’s determination that either the cleanup plan was
adequate, or that no cleanup was necessary, could then be used by the
owner to bound the environmental liability at the site. Since its inception, over 250 properties have received state
approval under the program. The
“Voluntary Cleanup Roadmap”, which is
available from the Colorado Department of Public Health and
Environment, provides guidance on the application procedure and
requirements of the program.
As part of Governor
Owens’ smart growth initiative, the Colorado General Assembly passed
a Brownfields Tax Credit (this has been
extended to the end of 2010) as an added incentive to develop formerly
used and possibly contaminated properties (Brownfields). The bill provided an income tax credit of up to $100,000 to
offset cleanup costs and make the redevelopment of such properties
more financially viable. In summary, the bill:
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Provides
a Colorado income tax credit for companies that redevelop contaminated
property.
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Is
especially important for marginal redevelopment opportunities, where
the tax credit will hopefully provide sufficient incentive to develop
these formerly used properties, rather than contribute to urban sprawl
by developing new areas.
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Provides
a maximum credit of $100,000 per property, broken down as 50 percent
of the first $100,000 spent on cleanup, 30 percent of next $100,000
and 20 percent of third $100,000.
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Requires
the property be located in a municipality with a population of 10,000
or more persons.
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Requires
that the property be eligible for inclusion under the state’s
Voluntary Cleanup and Redevelopment Act (C.R.S. 25-16-303(3)(b)).
How
Do I Apply for the Tax Credit?
The
following multi-step process includes everything from beginning to end
that would be necessary to obtain the tax credit.
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Submit a cleanup application to the Colorado Department of Public
Health and Environment’s Voluntary Cleanup Program.
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The “Roadmap” guidance document will provide you with a copy of
the statute, and information about what needs to be contained in the
application.
-
The
State has 45 days to perform its review.
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The applicant receives an approval letter for the proposed
plan.
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Perform Cleanup
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Submit Completion Report and Request for Tax Credit
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The applicant includes all cost information related to the cleanup
portion of the development project, including invoices as verification
of these expenses. Group
the invoices by the phase of the overall cleanup project (i.e.
assessment, cleanup, governmental interaction) and provide a short
narrative of each phase (e.g. number of wells, type of cleanup,
meeting dates with government).
-
The Department has 45 days to review the report. For purposes of the tax credit, the date the completion
report is received by the Department may be used to determine the tax
year for which the credit can be applied.
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Receive Certification from the
Department of Public Health and Environment
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File Colorado income tax
return
-
The applicant files a
Colorado income tax return and includes the Brownfield tax credit on
Form 104CR, line 6(k) (individuals), Form 112CR, line 83
(corporations), or Form 106CR, line 40 (partnerships).
The applicant must include the
certification document with the tax return.
See Department of Revenue
“FYI” for Income Tax, No.42 for more information about this tax
credit
What
Costs Are Eligible?
-
Only
cost incurred after January 1, 2000
- Direct cleanup costs
- Permitting costs specifically
required as a result of the cleanup actions
- Other administrative costs
related to cleanup (i.e. implementation of a Health and Safety plan)
- Cleanup monitoring and
verification.
What Costs are Not Allowed?
- Costs incurred before January
1, 2000
- Overhead
- Costs of permits that would
have been required even if the site was clean
- Costs to prepare completion
and tax credit application report
Can I split the cleanup
costs and apply over multiple years?
No. The tax credit can only be applied to eligible project costs at
the completion of the cleanup plan. It is a one-time application. However, if your total tax credit exceeds the amount of your
taxes, the residual credit may be rolled forward into the next tax
year(s).
For More Information:
If you have any other
questions or need additional information about the Voluntary Cleanup
Program or the Brownfields income tax credit, contact Jeff Deckler at
(303) 692-3387, Dan Scheppers at (303) 692-3398,
or Fonda Apostolopoulos at (303)
692-3411. Or send an email to comments.hmwmd@state.co.us
.
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