HomeMy WebLinkAbout06-05-17 City Commission Packet Materials - C11. Resolution 4777, Midtown URD TAG Program and Administration
Commission Memorandum REPORT TO: Honorable Mayor and City Commission FROM: David Fine, Economic Development Specialist SUBJECT: Resolution 4777 – Authorizing the Midtown Urban Renewal District Technical Assistance Grant Program and Authorizing the Bozeman Midtown Urban Renewal Board to Provide for the Administration of the Program
MEETING DATE: June 5, 2017 AGENDA ITEM TYPE: Consent RECOMMENDATION: Adopt Resolution 4777. BACKGROUND: The City Commission adopted the existing N7 Rehab Technical Assistance Grant (TAG) program pursuant to Resolution 4307 in 2011. The program, known as N7Rehab provided technical assistance grants “for professional architectural, design, or engineering assistance for preliminary design assistance.” The program is structurally very similar to the Downtown Tax Increment Finance (TIF) District’s TAG program, and it includes several sections of identical language, but it did not require a match from applicants. The proposed new program essentially mirrors the Downtown TIF program, which makes the virtually identical program easier to navigate for applicants and their professional service providers. The new program will require a 1:1 match and increase the available grant amount to $7,500 from $7,200. These are the only substantive changes to the grant program. FISCAL EFFECTS: A budget for awarding TAG grants is included in the annual work plan and budget request to the City Commission each year. The proposed grants, of up $7,500 each, require a 1:1 match.
ATTACHMENTS:
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Midtown Technical Assistance Program Information & Grant Application LINKS:
Midtown Urban Renewal District Work Plan and Budget for FY 2017
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COMMISSION RESOLUTION NO. 4777
A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF BOZEMAN,
MONTANA AUTHORIZING THE MIDTOWN URBAN RENEWAL DISTRICT
TECHNICAL ASSISTANE GRANT PROGRAM AND AUTHORIZING THE BOZEMAN
MIDTOWN URBAN RENEWAL BOARD TO PROVIDE FOR THE ADMINISTRATION
OF THE PROGRAM.
WHEREAS, the Bozeman City Commission did, pursuant to law, on the 22nd day of
August 2005, adopt Resolution Number 3839, declaring that blighted areas exist in the portion of
the North Seventh Avenue Corridor and that rehabilitation, redevelopment, or a combination
thereof of the area is necessary and in the interest of the public health, safety, morals, or welfare
of the residents of Bozeman; and
WHEREAS, the Bozeman City Commission did, pursuant to law, on the 27th day of
November 2006, adopt Ordinance Number 1685 defining the North Seventh Urban Renewal
District boundary, creating a North Seventh Urban Renewal Board and authorizing the Board to
act as the “agency” to exercise urban renewal powers; and
WHEREAS, the Bozeman City Commission did, pursuant to law, on the 16th day of
December, 2015, adopt Ordinance Number 1925, the Bozeman Midtown Urban Renewal District
Plan (the “Plan”), defining an expanded District boundary, renaming the District the Bozeman
Midtown Urban Renewal District (the “District”), delineating new goals and strategies for
eliminating blight, and authorizing the Bozeman Midtown Urban Renewal Board (“Board”) to act
as the “agency” to exercise urban renewal powers; and
WHEREAS, the Plan, “Encourages commercial and residential development or
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Resolution 4777, Authorizing the Midtown Urban Renewal TAG Program, and Administration
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redevelopment of identified infill areas through the use of and publicizing of incentives”; and
WHEREAS, the Board develops an Annual Work Plan and Budget to implement the Plan
that is presented to the Bozeman City Commission for approval following a public hearing, which
may include the appropriation of funds for an incentive program as authorized by the Plan; and
WHEREAS, the intent of these funds is to offset the cost of redevelopment of substandard
or “blighted” properties within the District; and
WHEREAS, by Ordinance Number 1925 the Board was granted the powers under Section
7-15-4233; and
WHEREAS, Section 7-15-4233(1)(a), MCA, grants the City the power to formulate and
coordinate a workable program as specified in 7-15-4209, 15-MCA; and
WHEREAS, Section 7-15-4209, MCA, states: (1) a municipality may formulate a
workable program for utilizing appropriate private and public resources:
(a) to eliminate and prevent the development or spread of blighted areas;
(b) to encourage needed urban rehabilitation;
(c) to provide for the redevelopment of such areas; or (d) to undertake such of the aforesaid activities or other feasible municipal activities as may be suitably employed to achieve the objectives of such workable program.
(2) Such workable program may include, without limitation, provision for:
…
(b) the rehabilitation of blighted areas or portions thereof by re-planning, removing congestion, providing parks, playgrounds, and other public improvements, by encouraging voluntary rehabilitation, and by compelling the repair and rehabilitation of deteriorated or
deteriorating structures; and
(c) the clearance and redevelopment of blighted areas of portions thereof.
WHEREAS, to fulfill the above statutory requirements, the Board developed a program
for granting monies appropriated by the City Commission to redevelop and rehabilitate the District
the name of which program is the Midtown Urban Renewal District Technical Assistance Grant
(TAG) Program (“Midtown TAG Program”); and
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Resolution 4777, Authorizing the Midtown Urban Renewal TAG Program, and Administration
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WHEREAS, the purpose of the Midtown TAG Program is to encourage investment in
development and redevelopment of commercial and mixed use property within the District.
NOW, THEREFORE, BE IT RESOLVED by the City Commission of the City of
Bozeman, Montana (the “City”), as follows:
Section 1
The primary objective of the Midtown TAG Program is to encourage investment in development
and redevelopment of commercial and mixed use property within the District in accordance with
the provisions of the Montana Urban Renewal Law (7-15-4209, 7-15-4233, and 7-15-4288,
M.C.A.). Additional District objectives are to:
• Encourage private investment in commercial property in the District through the use of
public incentives;
• Expand the property tax base in the District through private investment in income
producing properties;
• Stimulate economic and business development within the District; and
• Reduce blighting influences in the District
Section 2
The grants are awarded at the discretion of the Board as authorized by the Bozeman City
Commission, based upon review of the Applicant's compliance with program objectives, eligibility
requirements, and eligible construction activities, as provided in the Midtown TAG Program as set
forth in Attachment “A”.
Section 3
The Board provides a Work Plan and Budget to the City Commission on an annual basis at which
time the Board requests a portion of the District’s tax increment be allocated for the Midtown TAG
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Resolution 4777, Authorizing the Midtown Urban Renewal TAG Program, and Administration
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Program and therefore eligible projects granted awards by the Board.
Section 4
The Board is, hereby, delegated authority to administer the Midtown TAG Program as set forth in
Attachment “A” and may enter into agreements with Applicants necessary to accomplish the
purposes of the program.
PASSED AND APPROVED by the City Commission of the City of Bozeman, Montana,
at a regular session thereof held on the 5th day of June, 2017.
CARSON TAYLOR Mayor
ATTEST:
ROBIN CROUGH City Clerk
APPROVED AS TO FORM:
GREG SULLIVAN City Attorney
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City of Bozeman Economic Development Department BOZEMAN MIDTOWN URBAN RENEWAL TAX INCREMENT FINANCE DISTRICT Bozeman City Hall | 121 N. Rouse Ave., Bozeman MT 59715 | p 406-582-2973 | www.bozeman.net
Midtown
Technical Assistance
Program
Information & Grant Application
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Bozeman Midtown Technical Assistance Program Application
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Purpose:
To support current or potential developers, property owners, and tenants with technical
assistance during the preliminary phases of possible redevelopment projects in the Bozeman Midtown Tax Increment Finance (TIF) District. This program facilitates navigating code requirements, assessing the feasibility of sites and building designs,
and preparing for the planning application and approval process. Grant monies are
available to developers, owners and tenants to further stimulate investment in Midtown
Bozeman, while encouraging a higher level of quality and design in the urban renewal district.
Technical Assistance Program projects must support the goals and objectives of the
2015 Bozeman Midtown Urban Renewal Plan.
Applicants are reminded that grant awards made by the Bozeman Midtown Urban Renewal Board (MURB) are discretionary in nature and should not be considered an
entitlement by the applicant. All grant criteria are guidelines for awards and successful
applicants may receive any amount up to the maximum award. Should an application
meet all grant criteria, a grant may or may not be awarded at the TIF Board’s discretion due to funding limitations, competing applications, and/or competing priorities of the TIF Board.
Authority:
The 2015 Bozeman Midtown Urban Renewal District Plan (adopted pursuant to Ordinance No. 1925) establishes that the District should, “Provide incentives for infill,
mixed-use development (commercial and residential) and density increases to take
advantage of economies of scale in providing services, access and sustainability.”
Montana Code Annotated authorizes the Bozeman Midtown TIF to fund such grants:
7-15-4209 Development of workable urban renewal program
(1) A municipality, for the purposes of this part and part 43, may formulate a workable
program for utilizing appropriate private and public resources: (a) to eliminate and prevent the development or spread of blighted areas;
(b) to encourage needed urban rehabilitation; (c) to provide for the redevelopment of such areas; (2) Such workable program may include, without limitation, provision for:
(b) the rehabilitation of blighted areas or portions thereof by replanning, removing congestion, providing parks, playgrounds, and other public improvements; by
encouraging voluntary rehabilitation; and by compelling the repair and rehabilitation of
deteriorated or deteriorating structures; (c) the clearance and redevelopment of blighted areas or portions thereof.
7-15-4233 Urban Renewal Project Powers
(m) to prepare plans for carrying out a program of voluntary or compulsory repair and rehabilitation of buildings and improvements; and
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Bozeman Midtown Technical Assistance Program Application
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(n) to conduct appraisals, title searches, surveys, studies, and other preliminary plans and work necessary for the undertaking of urban renewal projects.”
7-15-4288. Costs that may be paid by tax increment financing.
The tax increments may be used by the municipality to pay the following costs of or incurred in connection with an urban renewal project
(5) costs incurred in connection with the redevelopment activities allowed in 7-15-4233
Disclaimer:
Neither the City of Bozeman, nor the Midtown Urban Renewal Board, nor its affiliates
shall be responsible for the planning, design, or construction proposed by any work conducted as part of the Midtown Technical Assistance Program. No warranties or
guarantees are expressed or implied by the description of, application for, award of or
participation in the Midtown Technical Assistance Program. The applicant is advised to
consult with the City of Bozeman, licensed architects, engineers, or building contractors
before proceeding with final plans or construction.
Applying:
Applicants are advised to submit a complete application and all supporting materials per
the instructions in this packet. Incomplete applications will not be reviewed.
Project Eligibility:
In order to be considered for grant awards, proposed projects must meet the following
criteria: 1. The project property must be located within the Bozeman Midtown Urban
Renewal District. A detailed map of the district can be found on the Community
Development Map (Tax Increment Districts Layer).
2. The project must be consistent with the following City of Bozeman planning documents:
• 2015 Bozeman Midtown Urban Renewal District Plan
• Bozeman Community Plan
3. The Applicant must be the owner of the project property. If not, the Applicant
must complete the program’s Letter of Acknowledgement thus providing the
approval of the property owner to proceed. In any event, the firm providing the
professional services on behalf of the applicant shall not be the applicant, but
may serve as the applicant’s representative throughout the grant process.
4. All work shall be preliminary in scope. Construction work is not eligible for
Technical Assistance funds.
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There are two grant programs currently available for technical assistance.
1. Façade Assistance Projects:
Façade Assistance Grants may be applied, but not limited to, the following services:
• Façade improvement planning
• Preliminary cost estimates
• Bozeman Unified Development Code and building code analysis
• Historical inventory and research
• Landscape or hardscape design
• Greenspace, courtyard, plaza design
The Façade Assistance grant will provide partial financial reimbursement for professional architectural, design, or engineering assistance.
The Façade Assistance grant will fund up to 50% of the total professional service
costs of the awarded project not to exceed a grant total of $3000. 2. Planning Assistance Projects:
Planning Assistance Grants may be applied, but not limited to, the following
services:
• Development feasibility study
• Preliminary development review
• Building condition assessment
• Renovation or reuse studies
• Historical inventory and research
• Parking requirement assessment
• Preliminary cost estimates
• UDO and building code analysis
• Scenario planning and phasing
• Engineering and Surveying Services
The Planning Assistance grant will provide partial financial reimbursement for
professional architectural, design, or engineering assistance for feasibility studies
and/or preliminary design assistance.
The Planning Assistance grant will fund up to 50% of the total professional service costs of the awarded project not to exceed a grant total of $7500.
The final grant amount will be calculated upon completion of the project and with the
submittal of the financial documentation as required by the Certificate of Completion.
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Each project or property is limited to receiving a maximum of two awards in a given fiscal year.
Review Process:
• Application forms are available by request from the City of Bozeman
Economic Development Department.
• Applications will be reviewed by Economic Development staff and their consultants under the supervision of the MURB.
• Staff will review applications on a first come, first served basis for the duration
of funding availability.
• Projects that are recommended for approval will be submitted to the MURB for final approval. The decisions made by the Economic Development staff
and TIF Board are final.
• Award recipients will receive a Letter of Award confirming the grant award
and any conditions deemed necessary by the Partnership for receipt of the award.
• The receipt and completion of a Technical Assistance grant does not obligate
the applicant to continue with the project. Technical Library:
Upon completion, printed and digital copies of all research, studies, and findings will be
provided to the Economic Development Department to be included in the Technical Assistance Library. The specifics of this requirement are outlined in the Certificate of Completion. All submitted materials will be added to the Downtown Technical
Assistance Library. The materials in the Library will be available to the public upon
request.
Release of Funds:
The Midtown Technical Assistance Program is a reimbursement program. No funds will
be disbursed until all the completion criteria have been satisfactorily met.
At the end of the project, the recipient will submit a Certificate of Completion and required supporting documentation to the Economic Development office which must include an itemized invoice for the hours worked by the professional firm(s). Payment
will be made directly to the recipient for the allowable match amount. Payment will not
exceed the maximum award amount.
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Submit Application Materials to:
David Fine
City of Bozeman Economic Development Department
121 N Rouse Ave Bozeman MT 59715
Phone: 406-582-2973
E-mail: dfine@bozeman.net
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MIDTOWN TECHNICAL ASSISTANCE APPLICATION
Application Date
Name of applicant
Applicant Company
Mailing address
City, State, Zip
Phone
Email
Name of Professional
Professional Company
Mailing address
City, State, Zip
Phone
Email
Project Building Name
Physical Address:
Current Tenants:
Does the applicant own the project property? Yes No
If “No”, is the project property currently for sale? Yes No
NOTE: If applicant does not own the project property, then a Letter of Project
Acknowledgement must be completed by the applicant and current property owner.
Type of project (please check one): Façade Assistance
Planning Assistance
Provide the following information on an additional sheet(s):
1 Describe the proposed project. What type(s) of development and/or physical improvements are being considered for the project property?
2 What type of Technical Assistance are you seeking? Please explain what type(s)
of analysis will be conducted with the Technical Assistance funding.
3 Identify how your project supports the Bozeman Midtown Urban Renewal District Plan.
4 Provide a timeline indicating estimated dates for beginning technical evaluation;
completing technical evaluation; beginning the development project; and completing the development project. 5 Estimate of the anticipated total professional services costs in order for the
matching grant amount to be estimated.
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Signatures
Applicant Signature Professional Signature
Print Applicant’s Name Print Professional’s Name
For Official Use Only
Date Application Received:
Date Award Approved:
Date Grant Project Completed:
Date Payment Request:
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