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HomeMy WebLinkAboutBozeman Economic and Demographic Analysis Services - RWS - 2017 Bozeman Targeted Redevelopment Analysis Project To: City of Bozeman ATTN: Robin Crough City Clerk PO Box 1230 121 North Rouse Ave, Suite 202 Bozeman, MT 59771 From: Revitalization Writing Services Ben Levenger, President 104 East Main Street, Suite 210 Bozeman, MT 59715 Prepared By: In Cooperation With: Page | 1 Bozeman Targeted Redevelopment Analysis Project Table of Contents Project Summary ............................................................ 2 Company Description and Capabilities ........................... 3 Project Team................................................................... 6 References ...................................................................... 9 Outline of Services ........................................................ 11 Affirmation of Nondiscrimination ................................ 20 Potential draft for proposed land recommendation concepts Firm Name Revitalization Writing Services Type of Organization Limited Liability Corporation Primary Contact Ben Levenger ASLA, APA President  (330)212-2260  Ben@revwritingservices.com  revwritingservices.com Regional Office 104 East Main Street Suite 210 Bozeman, MT 59715 Secondary Offices Utah Office 750 Kearns Blvd Suite 230 Park City, UT 84060 Ohio Office PO Box 131 Cuyahoga Falls, OH 44221 Company Information Page | 2 Bozeman Targeted Redevelopment Analysis Project Project Summary Bozeman is a community at a critical tipping point in their history, with a decision to either embrace and plan for their exponential growth by realigning old land use with modern developments, or allow for outdated and sometimes hap hazardous and unrestricted growth to destroy the fabric of the community. The City, through the January 2017 RFP, has decided to take preemptive steps forward to secure the sustainability and longevity of the community. Because of this, Revitalization Writing Services (RWS) is excited to submit the following pages and information for an opportunity to assist Bozeman with the desired and necessary strategies to achieve this goal. Bozeman is currently in a phase of exponential growth in some areas, while other areas are underserved limiting desired growth, causing undue hardship for the community to continue the qualitative and quantitative benefits of life for residents. It is through the below outlined Bozeman Targeted Redevelopment Analysis Project (BTRA), that we at RWS are proposing to assist the City of Bozeman through systematic analysis, projections, public participation and redevelopment strategies to maximize the development efforts currently underway, and to assist the City with identification of the most sustainable development trends to utilize for the unique characteristics of Bozeman. Outlined below are the project goals, as we interpret from the RFP, as well as those we see as a local resident and business owner:  Review current “gaps” in the Bozeman community fabric  Identify where Bozeman differs from towns with similar characteristics, and how these differences can either be exploited or remedied  Identify the current and future needs for targeted business sectors, recommending ways of structuring land use and infrastructure upgrades to achieve the desired development within the community.  Complete ample public participation, including institutional and business participation, to understand the current and future needs of the community  Prepare a report outlining the most appropriate and sustainable development trends for the City of Bozeman, with emphasis on centralized development, diversification and qualitative/quantitative returns for the community Below are highlights from the proposed work products and proposed schedule for successful BRTA project implementation (additional explanation in the “outline of services” section of this proposal): Proposed work product implementation schedule for BTRA project Phase Duration *Delivery Date Existing Conditions Analysis 2 Months April 15, 2017 Community Input (Bus./Resid.) 1 Month April 15, 2017 Comm. Visioning/Conceptualization 2 Month May 15, 2017 Land Use/Zoning Recomm. 1 Month May 15, 2017 Targeted Dev. Conceptualization 2 Months June 15, 2017 Implementation Strategies 1 Month July 15,2017 Cost Estimates/Projections 1 Month August 15, 2017 Grant Identification & Explanation 1 Month August 15, 2017 Page | 3 Bozeman Targeted Redevelopment Analysis Project Company Description and Capabilities Company Information Revitalization Writing Services (RWS) is a woman-owned full service economic development and planning firm offering comprehensive professional planning and turn-key project services to counties, municipalities and non- profits, with an emphasis on economic development, infill development and revitalization projects. Since our company formation in 2011, services provided to our clients go well past normal planning economic development or planning firms, as we assist our clients through all phases of desired projects, including economic analysis, return on investment studies, market analysis, feasibility studies, end user identification, community visualization/centuplication, master planning, implementation strategies, funding acquisition and fiscal administration. These services are what sets Revitalization Writing Services apart from the myriad of other economic development and planning firms whom offer professional planning services. Our seamless process allows communities to be provided with one primary consultant and point of contact (project manager) through the entire desired project scope from conceptualization to ribbon cutting. Our employee’s/team’s experience providing comprehensive economic development and planning services to a variety of client types across the continental US has provided a depth of knowledge to assist in bringing projects from paper to reality. We, at RWS, along with our partners would appreciate the opportunity to continue to bring this hard earned and invaluable experience to the City of Bozeman and their desired goals for continued successful community growth for future generations to come. Organizational Chart Office Location Consultant Commitment – Commitment to our community Revitalization Writing Services (RWS) and strategic partners are committed to assisting counties, regional MPO’s and municipalities throughout Western United States out of our Bozeman, Montana Office. This location has been strategically located due to the recent economic prosperity and proximity to a variety of project types/locations throughout the Rocky Mountain West. We are committed to supporting our local economy and striving to provide above average paying jobs and learning opportunities to local Bozeman residents and students alike. Strong people make a strong community, and providing a strong works force is vital to the sustainability of Bozeman. As our company grows into the Bozeman and surrounding market, we look forward to a prosperous working relationship with the City of Bozeman for the betterment of the community as a whole. Ben Levenger, ASLA, APA President, Senior Planner Revitalization Writing Services Thomas Eddington, Jr. ASLA, AICP Senior Planner Revitalization Writing Services Seth Bockholt, PLA Landscape Architect Bockholt Landscape Architecture Jared Lundquist Planner Bockholt Landscape Architecture Revitalization Writing Services 104 East Main Street, Suite 210 Bozeman, MT 59715 Page | 4 Bozeman Targeted Redevelopment Analysis Project Consultant Capacity Revitalization Writing Services (RWS) and Bockholt Landscape Architecture have the capacity and knowledge to provide full service economic development consulting to the City of Bozeman. In our company’s history, RWS has provided comprehensive economic development assistance to various communities and counties, ranging in value from $50,000 to $225,000 and offering a myriad of services. These previous clients have provided RWS employees with a distinct ability to effectively manage and implement economic development projects from initial conception to final draw-down and completion. Typical services for our economic development and/or revitalization projects follows a proven four (4) step process. This process has been tried and determined successful for communities throughout the United States, with minimal alterations for geographic region and project requirements. The proposed four step process is as follows: 1. Existing Conditions Analysis and Public Input 2. Community Visioning and Conceptualization 3. Implementation Strategies/Funding Acquisition 4. Construction Documentation and Oversight These steps have been modified and outlined on the “outline of services” section of the proposal to maximize impact within the City of Bozeman. It is through this proven process that RWS will utilize our economic development and demographic analysis experience to provide strong, sustainable and implementable strategies for the City of Bozeman. Time Commitment In addition to depth of knowledge from the RWS team, we strive to provide exemplary customer service, minimizing our current or active project. By providing a smaller number of ongoing projects, our employees are able to truly focus on the communities and help solve their current/future economic development issues. We are committed to providing the City of Bozeman, a minimum of 16 Hours a week, or 40% of our work schedules during the proposed 6-month project schedule. This capacity will allow for ample time for adequate research and plan development through the critical stages of the proposed work products, and allowing for ample community interaction times. Sample Projects On the following page are outlined several currently in progress and/or recently completed economic development/demographic analysis projects. All of these projects included many phases of work, primarily focused around economic development analysis and infill development, for various sized communities spread throughout the US. Page | 5 Bozeman Targeted Redevelopment Analysis Project Project Name: Conneaut Lake Economic Development & Pedestrian Safety Project Project Type: Economic Development & Infill Development Timeline: Planning – June 2012 thru November 2014 Implementation Strategies – March 2015 thru August 2016 Construction – August 2016 thru November 2017 (Expected) Final Costs: $4,257,500 Project Name: Atlantic City Main Street Revitalization Plan Project Type: Urban Core Planning & Economic Development Timeline: Planning – March 2007 – August 2008 Implementation Strategies – ongoing Project Name: Crossville Economic Development Project Project Type: Economic Development Project Timeline: Planning – September 2012 thru November 2013 Implementation Strategies – January 2014 thru August 2015 Construction – October 2015 thru October 2017 (Expected) Final Costs: $7,435,000 Page | 6 Bozeman Targeted Redevelopment Analysis Project Project Team The resumes listed below are project managers for each section, each leading a team of individuals to perform all necessary work to complete a successful project for the City of Bozeman. Ben Levenger, ASLA, APA Areas of Expertise Master Planning Economic Development Real Estate Development Urban Planning Infrastructure improvements Charrette Planning Project Specific Assignment Project Manager, Economic Analyst and Senior Planner Education Utah State University, Bachelor of Landscape Architecture, 2009 University of Utah, Masters of City and Metropolitan Planning, 2010 University of Utah, Graduate Certificate in Real Estate Development, 2011 Fort Hays State University, Graduate Certificate in Grant Proposal Writing, 2014 Experience Mr. Levenger is experienced in commercial and public projects, with emphasis on planning, project development, funding analysis and implementation strategies. He is well versed in the areas of regulatory and code compliance, code adaptations/changes and general/comprehensive plans. Mr. Levenger is poised in public presentations, community input and project representation with state and federal agencies/authorities. He has worked on a range of planning projects across the US that include master planning, land use plans, transportation planning and revitalization/economic development projects. His planning experience includes working with local, state, and federal agencies such as the Department of Transportation, Bureau of Land Management and regional elected officials. He possesses core competence and technical skills with a number of software programs including AutoCAD, InDesign, Photoshop, ArcMap/GIS, Envision Tomorrow Plus (ET+), Revit, SketchUp and Microsoft Suite. In addition to core competencies’ and project experience, Mr. Levenger is currently an adjunct professor at Kent State University in the College of Architecture, Planning and Environmental Design Representative Project Infrastructure Improvements and Economic Development Project, Historic Zelienople, PA –Mr. Levenger (as project manager) provided community input, master plan development, land use assessment, infill development analysis, location quotient studies, company identification assistance, preliminary engineering, grant preparation and implementation strategy assistance for this estimated $5.45 million downtown planning and revitalization project. Mr. Levenger continues to work with this client to implement additional phases of construction enhancements throughout the remainder of the community. Additional Planning Projects Conneaut Lake, PA Revitalization Project Crossville, TN Infrastructure Project Historic Mt Pleasant Downtown Revitalization Kennebunk, ME Pedestrian Safety Project Greenwood Charter School (UT) Renovation Plan Alliance, OH Multimodal Transportation Project American Center for Mobility Infrastructure Proj. Fayette County Comp. Economic Dev. Plan Page | 7 Bozeman Targeted Redevelopment Analysis Project Thomas E. Eddington Jr., AICP, ASLA Areas of Expertise Project Management Economic Development Code Writing and Compliance Economic Analysis Smart Growth Project Specific Assignment Community Engagement Specialist and Senior Planner Education University of Illinois at Urbana-Champaign, Bachelors of Landscape Architecture, 1991 University of Illinois at Urbana-Champaign, Bachelors of Arts in Regional Planning, 1991 University of Pennsylvania, Masters of Arts in City Planning, 2008 Experience Mr. Thomas Eddington, AICP, ASLA specializes in urban design and community/economic development, with over 20 years’ experience in all aspects of land use planning, including seven years as Planning Director for Park City, Utah. He is a certified landscape architect with design experience in the US and Japan, where he has demonstrated a strong commitment to the integration of planning and design. He is currently an adjunct professor in the College of Architecture and Planning at the University of Utah. Representative Projects Heber City Downtown Plan and Form Based Code, Heber City, UT – Mr. Eddington led the project team for a new city-wide zoning code and downtown plan for Heber City; the first major update to the zoning in the city since the mid-1970s. The impetus for the project was an underutilized downtown within a city that is consistently one of the top 10 fastest growing communities in the United States. Community outreach was launched at the onset of this project and has continued throughout the planning process. This project is scheduled to be completed in the first quarter of 2017 Park City – Bonanza Park Neighborhood Plan, Park City, UT – Mr. Eddington was the project manager for a 100 acre redevelopment area that included the design of a new street network, form-based code, and affordable housing provisions, all within an economic framework that utilized economic incentives such as tax abatement, Community Development Area (CDA) funding. Mr. Eddington was responsible for all planning and design recommendations for this district and led the public outreach effort. From online community input to on-the-ground neighborhood meetings to community forums and open houses, the community engagement was extensive. Additional Planning Projects Downtown and Citywide Plan, Sea Isle City, NJ Monroe Park Neighborhood Plan, South Bend, In Alta Public Outreach for Village Plan, Alta, UT Regional Econ. Dev. Analysis, Cumberland, NJ Heber City, UT Form Based Code Conversion Page | 8 Bozeman Targeted Redevelopment Analysis Project Seth Bockholt, PLA GRP Areas of Expertise Master Planning Site/Civil Design Parks/Recreation Planning Green Roofs Client Communications Project Specific Assignment Project Landscape Architect and GIS Specialist Education Utah State University, Bachelor of Landscape Architecture, 2009 Experience Mr. Bockholt has been designing and developing large land projects from the ground up since 2008. He gained significant construction experience before pursuing a degree in landscape architecture which has given him a unique depth in his design work. His approach, defined by heavy analysis and an ability to truly understand a project’s goals, has rewarded him with long standing and beneficial relationships with clients. Such traits enable him to lead the design toward relevant big picture solutions while focusing on client needs and desires. He is credited for his creative vision and tenacity in overcoming challenges and leverage the potential of projects to best serve the stakeholders involved. As a designer, Mr. Bockholt will assist the design team and work closely with additional consultants to gather essential data that will inform and drive the design Jared Lundquist, LAIT Areas of Expertise Master Planning Analysis Land Planning Project Specific Assignment Planner and analyst Education Utah State University, Bachelors of Landscape Architecture, 2014 Experience Jared Lundquist is part of the Design team at Bockholt emphasizing hand graphics and concept development. He has exceptional artistic skill, organizational ability and commitment to every project is making him an asset to our growing team. Before coming to Bockholt he worked for the BLM designing recreation area access and trailheads. He enjoys designing spaces that are functional, appealing and appropriate for the Mountain West. As a Utah native he loves the outdoors, finds inspiration through exploration and is always ready for new challenges. Page | 9 Bozeman Targeted Redevelopment Analysis Project References Outlined below are three (3) project references specific to current economic development and demographic analysis projects on the boards of RWS and strategic partners: Brief Description: RWS, specifically Mr. Levenger, served as project manager for the ZRED Project. The Borough of Zelienople, PA was desirous to transform their historic downtown business district (which has slipped into a state of disrepair) into a thriving economic center conducive to further economic development. Through this process, employees of RWS provided Master Planning, Economic Analysis, Feasibility Studies, Return on Investment Studies, Implementation Strategies and Grant Acquisition/Applications. While the current phase one project is set to wrap-up construction in late summer of 2017, RWS continues to work with the municipality for additional financial acquisition assistance to construct additional phases of the entire project. As a direct result of this project, from identification of key services in feasibility studies, the Borough of Zelienople has seen five (5) separate new businesses brought into town to help further diversify the current community fabric. In addition to the business identification and expansion, RWS continues to work with the Borough of Zelienople on additional qualitative improvements within the municipality to help capture a larger share of relocating families due to the expansion of the recently completed multi-billion dollar ethane cracking plane run by Shell oil. These qualitative improvements include recreation improvements (pool and park), community pride and historical significance recognition throughout town. Brief Description: Heber City Downtown Plan and Form Based Code, Heber City, UT – Mr. Eddington lead the project team for the creation of a new city-wide zoning code and downtown plan for Heber City; the first major update to the zoning in the city since the mid-1970s. The impetus for the project was an underutilized downtown within a city that is consistently one of the top 10 fastest growing micropolitan communities in the United States. Community outreach was launched at the onset of this project and has continued throughout the Project Name: Zelienople Revitalization and Economic Development Project (ZRED) Population: 5,000 (2010 census) Employees: 28 Project Type: Strategic Economic Development and Downtown Revitalization Project Manager: Ben Levenger Contact: Mary Hess, Borough Council Member 724-493-7500, Hessm@zoominternet.net Timeline: Planning – August 2013 thru December 2014 Implementation Strategies – February 2015 thru November 2016 Construction – November 2016 thru August 2017 (Expected) Final Costs: $5,453,500 Project Name: Heber City Downtown Plan and Form Based Code Municipality: Heber City, UT Population: 14,250 Employees: 25 Project Type: Economic Development Project & Comprehensive Planning Project Manager Thomas Eddington Contact: Tony Kohler, Planning Director 435-654-4830, tkohler@ci.heber.ut.us Timeline: Planning – January 2016 – March 2017 Page | 10 Bozeman Targeted Redevelopment Analysis Project planning process. The project will be finalized in March 2017. In addition to the Downtown Revitalization Plan and newly proposed Form Based Code, the project includes a complete set of Design Guidelines for the entire City as well as new City marketing graphics for web/office/brochures. Brief Description: The Associated Master Plumbers of Allegheny County (AMPAC) was created in 1956 to train non-union plumbers within the seven (7) county region around Pittsburgh. As AMPAC was desirous to obtain a building to facilitate the current students and future growth, they contacted Revitalization Writing Services to assist in acquisition and outline of potential funding to create a community center, to also function as their training facility. During the property identification and acquisition process, RWS identified several recently closed Pittsburgh Public Schools which were listed as a local brownfield and desired for infill development. In March of 2016, AMPAC closed on the Schaeffer Intermediate School initiating the current renovation phase of the property; including economic development and pedestrian safety. As part of this process, RWS and AMPAC were required to complete infrastructure identification, community planning, community engagement, zoning and code compliance reviews, implementation strategies and pro-forma analysis. The potential impacts of this project include valuable blue collar, non-union training of between 255 and 300 plumbers per year to service the seven (7) county region around Pittsburgh, providing over $400,000 per year in local payroll taxes to the economy. In addition to the additional income, the SSRP project will allow for the currently low to mod community on the West end of Pittsburgh (school location) to be served with a cost effective and sustainable job training opportunity. Project Name: Schaeffer School Renovation Project Municipality: Pittsburgh, PA Population: 305,841 Employees: 27 (AMPAC) Project Type: Brownfield Infill & Economic Development Project Project Manager Ben Levenger Contact: Howard Stuber, Vice-President of Associated Master Plumbers of Allegheny County 412-719-1776, hstuber@cfhinc.com Timeline: Planning – September 2015 thru November 2016 Implementation Strategies – March 2016 thru November 2016 Construction – March 2017 thru November 2017 (Expected) Final Costs: $2,365,500 Page | 11 Bozeman Targeted Redevelopment Analysis Project Outline of Services As discussed in the above sections, Revitalization Writing Services utilizes a proven four (4) step process to assist communities through economic development projects at a community/regional level. The information outlined below details the proposed scope of work (including information about unique processes). Italicized text represents a simple explanation of the proposed phase and purpose. Bold text represents deliverables, meetings and milestones. Outline of Services Synopsis: RWS team’s Understanding of Scope: After reading the RFQ published by the City of Bozeman and after in-depth field visits, the RWS team has an understanding that the requested scope of services is as follows:  Review current economic conditions within town, namely; infrastructure components, socio-economic data, housing types and potential gaps in services  Identify accurate and mutually beneficial economic development opportunities for the City of Bozeman  Outline potential conflicts for future economic development efforts within the City of Bozeman  Identify highly likely and targeted development opportunities within the City limits Scope Synopsis: In addition to the points mentioned scope of services in the SOQ, RWS feels that the information outlined in the below scope of services will not only meet, but exceed the current need, providing a turn-key project to the City of Bozeman. Outlined below is the highlighted information from the “Outline of Services” section of the SOQ. Details about the below information can be found in the following section. Additional clarification can be provided upon request. Step 1: Existing Conditions Analysis and input  Conduct extensive research from provided economic data, identifying potential gaps in the community and compare against the current national trends  Upon review of current code and standards, Identify potential “roadblocks” for future development  In-depth and thorough community input completed through multiple platforms, in an effort to attain the largest public input response possible. Step 2: Community Visioning and Conceptualization  Analysis of existing conditions (residential, commercial and industrial uses) and community input, to identify the best suited economic development efforts for future expansion.  Sample site development for strategic locations, as identified by Bozeman, including master planning, perspective renderings and cross sections (as necessary).  Mapping and preparation of cost estimates, specific site infrastructure upgrade suggestions and potential return on investment. Step 3: Implementation Strategies  Complete infrastructure upgrade cost estimating  Creation of project phasing plans  Preparation of an implementation strategies report, including detailed use/source of funds  Identification of and preparation for preliminary grant applications to help Bozeman implement strategic development within the community Page | 12 Bozeman Targeted Redevelopment Analysis Project Step 1. Existing Conditions Analysis and Input A. Inventory and Evaluation – This phase of work will be completed prior to any public/council meetings to ensure RWS gains a depth of knowledge for the project area. By completing this vital step the RWS team will better understand how to pair the needs/desires of the citizens and elected officials with necessary milestones for the economic development 1. Conduct a kick-off meeting with elected officials, regional MPO’s and citizens. 2. Review all existing publicly available data, specifically; i. GIS Data ii. Parcel Data iii. MLS Sales Data iv. Census Data v. Zoning and Land Use Maps/Data vi. Building Permit Data vii. Historic development data viii. Additional qualitative/quantitative data available 3. Perform a location quotient of typical parameters, comparing other successful western towns with similar characteristics and goals/necessities. 4. Perform demographic analysis for the following categories i. Age ii. Gender iii. Race iv. Employment factors v. Children vi. Housing tenure vii. Income (per capita and per household) viii. Drive times for employment ix. Average age of employed individuals x. Average retirement age xi. Additional socio-economic characteristics that arise from preliminary reviews 5. Gather existing conditions reports for current infrastructure systems, including i. Meetings with service departments and utility providers to determine viability ii. Meetings with local officials to determine the known “breaks” in service iii. Meetings with business owners for targeted assessment 6. Review existing data for infrastructure systems within the project area. Infrastructure systems to be reviewed include the following: i. Internet connectivity and speed ii. Sanitary Lines iii. Sewer lines iv. Water Lines v. Gas Lines vi. Roadways vii. ADA accessibility viii. Highway/Freeway Access ix. Curbing/Gutters x. Building Facades Page | 13 Bozeman Targeted Redevelopment Analysis Project xi. Sidewalks 7. Create photographic inventory of existing conditions, used for predevelopment documentation. Proposed photos will include the following areas: i. Infrastructure ii. Building facades iii. Connections/connectors iv. Roadways v. Pedestrian crossings 8. Review current building stock in town (commercial, industrial and residential), including but not limited to: i. Square footage ii. Usable square footage iii. Proposed/allowed use iv. Time on market v. Lease terms (if applicable) 9. Review currently available business growth data, specifically for technology and fast growing sectors 10. Deliverable - Compile all data and reviewed information into a clear and concise report outlining the current conditions within Bozeman, specifically: i. Current “gaps” in the community fabric ii. Current infrastructure issues iii. Current growth trends iv. Charts and graphics illustrating similar communities, side by side, with Bozeman v. Current challenges and needs for the community vi. A detailed needs/desires list B. Community Input – Key to any public project is a strong public input process, utilizing multiple avenues for data collection to ensure all age groups and potential site users are petitioned appropriately. By completing this public input process, the community will become an integral part of the economic development and sustainability of Bozeman for generations to come, instilling a sense of community pride with residents. 1. Conduct a detailed community input process including the following information gathering methods: i. Community input meetings: these meetings, minimum of three (3) will be held at various times of day and dates during the week to discuss with the public the economic analysis from the previously completed work scopes. These meetings typically take one to two hours to complete and allow for a quick presentation from the findings report, questions and answers, breakout sessions and final wrap up. Meetings will be completed during staggered times of day to ensure that all interested residents can attend one, if not more, of the meetings. These meetings will be publicly advertised and held in a public facility, such as city hall. As an outcome from these meetings, the community will be provided with two methods of feedback collection, namely comment cards and open forum discussion with note takers. These comments will be tabulated and formatted for placement in the final report booklet. Page | 14 Bozeman Targeted Redevelopment Analysis Project ii. Community charrettes: These short, yet intensive, charrettes will allow for the community to put pencil on paper and sketch out design ideas for growth patterns and areas of development. By providing the community with such opportunities, they will be able to give the RWS team detailed information about their interpretation of the highest and best use for the land within Bozeman. As an outcome of this process, the sketches and notes will be formalized and formatted (including full size scans from resident doodles) to be placed in the final booklet iii. Online community forums: As part of the modern age, and to capture a growing cohort of millennials and young families, RWS will provide online form and community input services through MySidewalk© software. This software will allow for RWS and city officials to provide continual updates to the community, complete resident surveys and allow for forums to be completed by the residents. This service will allow for the residents with alternative or busy schedules to provide valuable feedback on the proposed economic future of Bozeman. The software programs are 100% online based and do not require a username or password to log-in, allowing for ease of use for all ages. The outcome of this process is a project long and trackable sets of feedback from all age groups or cohorts of residents. 2. Compile all data from the extensive community input practices and create a list of needs/desires from the residents 3. Review compiled public needs/desires, specifically how they match or differ from the earlier identified gaps within the community fabric. 4. Review all learned information and draft existing conditions report with all applicable parties. 5. Analyze data for highest and best use of future development within the project area 6. Compile a list of highly likely development trends, both nationally and locally, based upon data review and current needs of the community 7. Identify parcels/locations for high impact development 8. Deliverable – Upon completion of the public input portion of this project, a section of the report will be created outlining, at a minimum, the following items discussed at public meetings: i. List of public needs/desires for the future of Bozeman ii. List of concerns from citizens iii. Comparison chart for needs/desires of residents vs. identified gaps in the community fabric iv. Identification of crossover points from both lists and explanation of all available data for such crossovers Outlined on the following page is further detail of the proposed public input process Page | 15 Bozeman Targeted Redevelopment Analysis Project Public Participation Process Utilized by Revitalization Writing Services As demonstrated in the narrative above, key to a successful project is Public and/or Community Input. Without the support of the community and/or local elected officials, a project is not sustainable. RWS is well versed in public input for planning projects and can bring a multi-platform approach to gather the vital information for planning projects. The community input and/or public involvement process utilized by RWS is as follows:  Community Input Meeting (various throughout the process): At these publicly advertised meetings, the community will be petitioned to provide their input to the consultant and community officials. The outcomes of these meetings are as follows o Statement of Desires/Necessities o Formalized (on large Sticky Note Pads) community/municipality desires and concern o Visual logs of community desires o Community feedback on proposed enhancements for the project area  Multi-platform community input: to capture the largest share of community residents, it is key that any and all input be available on multiple platforms. RWS utilizes the following platforms for gathering public information: o Facebook – A project specific Facebook page is created and utilized to capture feedback on various topics and images/deliverables o MySidewalk©– A website (blog based) specific to the project that acts as a community sounding board for thoughts and ideas for the project. This software is user friendly and can capture information from individuals/families whom are unable to attend meetings o Online surveys – Surveys are completed and sent out, with assistance from the municipality, to gather basic information o USPS Mail Surveys – Surveys, with self-addressed envelopes, will be located at strategic locations throughout the city, in an attempt to provide/encourage a high response rate  Disbursement of conceptual renderings and plan view renderings: Rendered plans, illustrative conceptual renderings and reports will be distributed to the public in the following avenues, all of which will offer opportunities for public comment: o Presented at the Town Hall, with comment sheets and self-addressed envelopes provided o Presented in strategic locations throughout town, i.e. businesses, with comment sheets and self-addressed envelopes provided for comments  Community Review of final deliverables: At a duly advertised public meeting the community will be petitioned to attend and provide support for the plans and/or reports. These meetings typically take place after typical business hours to encourage a higher attendance rate. MU OG CC RA Municipality •Mayor •Council •Safety/Welfare Workers Oversight Group •Citizens •Business Ownerst •Recreational Site Users Community Citizens •Families •Emptynesters •Young Professionals Regional Authorities •Elected Officials •Regional Planning •Environment MU OG CC RA Page | 16 Bozeman Targeted Redevelopment Analysis Project Step 2. Community Visioning and Conceptualization A. Conceptualization – During this phase of work, sample development standards will be created to illustrate the highest and best use of the community. These uses are what has been determined the best opportunities based upon the existing conditions review and public input process. By completing sample or conceptualization, Bozeman will be provided with a framework for future infill development, new construction and retrofit of buildings. 1. After review of the information and completion of step 1A, complete identification efforts for various strategically located spots throughout town, specifically: a) First and second priority development sites b) Sites for “Pad ready” construction (future growth) c) Sites of infill development 2. Once identification of the sites and applicable uses have been completed, hold a meeting with all applicable parties to discuss the potential developments on site, including the following information: a) Proposed uses and/or end users, matched with potential highly likely and profitable uses b) Proposed land use changes c) Proposed development of site 3. Working within proposed parameters from the previously mentioned meeting, provide conceptual designs, renderings and layouts for the proposed sites (up to 3) to serve as a concept or example for future development. These concepts will provide residential, commercial and industrial samples. In these preliminary designs, it is anticipated to have the following items included: a) Preliminary site plan, based upon aerial photography, including: i. Building layout (simple design) ii. Parking layout (per code) iii. Infrastructure location and identification iv. Signage b) Perspective renderings of the proposed redevelopment site, to illustrate in three dimensions, the plan view information c) Cross sections of the proposed enhancements 4. As a follow-up to the conceptual designs for sample developments, identify the following information for each concept: a) Proposed end users b) Proposed type of development (infill, new construction, etc.) c) Proposed costs for utility upgrades for each concept d) Proposed revenue from each concept type (taxes and fees), in order to outline how Bozeman will repay themselves for upgrades 5. Propose land use, zoning or code changes that may be necessary to assist in future development. 6. Present completed conceptual designs and proposed changes at one (1) public meeting, preferably a regularly scheduled meeting. 7. Deliverables – a) Analysis report of the previously completed community input and data gathering, identifying best paths forward for future economic development, including: i. Land use analysis Page | 17 Bozeman Targeted Redevelopment Analysis Project ii. Code Analysis iii. Gaps in community fabric iv. Components identified as missing from community input v. Connectivity an infrastructure assessment, including upgrade suggestions b) As a direct result of this conceptualization, Bozeman will be provided with a working document that will assist in enforcing future development of the community. It is anticipated that this document would include the following items: c) Sample site development i. Plan view ii. Perspectives iii. Cross sections (where applicable) d) Anticipated construction costs (based upon square foot calculations) e) Anticipated infrastructure costs (community costs) f) Anticipated return on investment and expected payout timeframe B. Community Visioning – During this portion of the proposed project scope, RWS will work with the residents to gather feedback on the proposed development samples. During this process, the public will be given a comment period to make recommendations and alterations to the proposed development samples. 1. Conduct a minimum of two (2) community input meetings to discuss the proposed sample development, standards and necessary changes to complete said development 2. Collect proposed edits and make amendments to the proposed development samples 3. Provide finalized development samples to the City of Bozeman and oversight committee for final review 4. Deliverable – Completed development samples for the 3 selected parcels, outlining the highest and best use of the sites, demonstrating sound development practices and creating an environment that is attractive to the desired businesses/families/personnel. Step 3. Implementation Strategies and Funding Acquisition A. Implementation Strategies – Key to the success of any project is having a framework for implementation and this is where RWS truly excels. As part of this phase of work, RWS will provide cost estimating, phasing plans, priority plans and funding plans. Outlined below are work products that are anticipated to be considered as part of the proposed scope 1. Infrastructure cost estimating: in conjunction with the proposed site development samples, infrastructure upgrade costs will be prepared to provide necessary infrastructure to sites throughout the community. These estimates will provide anticipated parameters and costs for infrastructure upgrades to serve the community. It is anticipated that the infrastructure for such cost estimates will include: i. Roadways ii. Curb/Gutter iii. Sidewalks iv. Sanitary/Storm/Water lines v. Internet upgrades vi. Parking facility upgrades 2. Phasing plans: while communities are desirous to complete all the proposed work at one time, it is highly unlikely that this can be completed. In order to meet the budgetary Page | 18 Bozeman Targeted Redevelopment Analysis Project requirements of the municipality, RWS will work with city officials and the oversight group to complete the following items: i. Understand the available funding for infrastructure upgrades ii. Break out work based upon available funding expenditures iii. Provide logical construction practices for phases (ground up approach) Detailed timelines for implementation will be prepared to outline when project initiation, substantial completion and final completion should occur. 3. Funding plans: In order to help the community, stretch their funds further, RWS will complete a funding or financial plan, outlining the proposed costs and potential sources to help offset said costs. It is anticipated that the funding plan will include: i. Use and source of funds – provide funding opportunities to assist Bozeman in offset of costs for construction. This use and source will outline, by phase, available community match, available grant funding and how they can be leveraged as highly as possible to attain the maximum impact with community dollars. ii. Probable Grants List: This list will provide a set of highly probable grant sources that would help offset Bozeman construction costs and include the following information for each grant source: 1. Program title 2. Due dates 3. Mission statements 4. Potential ask amounts 5. Typical award amounts 6. Typical announcement dates 4. Deliverable – As a result of the implementation strategies phase of the plan, Bozeman will be provided with a detailed framework for implementation strategies for various needs/desires within the community. This framework will include: i. Cost estimates ii. Phasing plans iii. Use and source of funds iv. Potential grant list B. Funding Acquisition – What truly sets RWS apart from other planning and economic development firms is our ability to work with a client through all phases of economic development project, including funding acquisition. This step of the project will build upon the use/source of funds and start to implement the proposed strategies. 1. Pre-applications – RWS will complete the preliminary application for up to three (3) identified grant funding sources. These preliminary applications will outline the proposed uses and expenditures with grant funds, primarily infrastructure upgrades. 2. Political organization/support – RWS will assist the City of Bozeman with organization and attainment of the appropriate political support to help with successful project funding. 3. Grant matching assistance – RWS will identify what grant funds will be matched by (potentially each other), and identify the total local investment for the proposed project 4. Deliverable – As a result of the funding acquisition phase, applications will be made for funding assistance to three (3) agencies. These applications will be completed in accordance with the available funding rounds and focused on the first development priorities as outlined in previous sections of the proposal Page | 19 Bozeman Targeted Redevelopment Analysis Project Step 4. Construction Documentation and Oversight (Separate and later agreement) * Survey, Geotechnical, Design Development/Preliminary Engineering, Construction Documents (Drawings and Specifications), Bidding and Construction Administration/Supervision. These services would be provided under a separate contract or amendment to the original economic development contract. Fees for these services is typically based upon a percentage of the proposed construction costs, as outlined in the cost estimates from Step 3. Page | 20 Bozeman Targeted Redevelopment Analysis Project Affirmation of Nondiscrimination