HomeMy WebLinkAbout06-12-17 City Commission Packet Materials - C6. MURD FY18 Work Plan and Budget
Commission Memorandum REPORT TO: Honorable Mayor and City Commission FROM: David Fine, Economic Development Specialist, Midtown Urban Renewal Board Staff Liaison
SUBJECT: Midtown Urban Renewal District Fiscal Year 2018 Budget and Work Plan
MEETING DATE: June 12, 2017 AGENDA ITEM TYPE: Consent RECOMMENDATION: Approve the Midtown Urban Renewal Board’s Fiscal Year 2018 Work Plan and Budget as submitted.
BACKGROUND: On May 31, 2016 the Midtown Urban Renewal Board (MURB) unanimously approved the attached FY 2017 Budget from which staff prepared the proposed FY 2017 Work Plan and Budget. The total value of appropriations in the MURB budget request for FY 2017 is $1,054,661. The total value of new appropriations is $991,000. The MURB proposes a work plan and budget for approval by the City Commission during public hearings on the proposed City budget on an annual basis.
In addition, the MURB will prepare and submit an annual report as required by per Section 7-15-4237 of the Montana Code Annotated (MCA): (1) An agency authorized to transact business and exercise powers under this part and part 43 shall file with the local governing body, on or before September 30 of each year, a report of its activities for the preceding fiscal year.
(2) The report shall include a complete financial statement setting forth its
assets, liabilities, income, and operating expenses as of the end of the fiscal year.
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The annual report will be presented to the City Commission in August 2017, concurrently with the Midtown Action Plan currently being prepared.
FISCAL EFFECTS: The Midtown Urban Renewal District collected $677,428 in revenues in FY2017. Assuming similar revenues in FY 2018, the $676,000 in new expenditures for FY 2018 do not exceed new revenues. The budget also includes reauthorization for 191,000 in expenditures approved in the FY 2017 budget that are not yet complete.
The Midtown URD has significant cash reserves, which are adequate to undertake the proposed Work Plan and Budget. ATTACHMENTS: Midtown Urban Renewal District Map Midtown Urban Renewal District Fiscal Year 2018 Work Plan and Budget
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N 7TH AVE W OAK ST N19THAVEW MAIN ST
INTERSTATE90HWY
N ROUSE AVE BAXTERLN
W COLLEGE ST
DURSTON RD
E MAIN ST S 11TH AVE S 19TH AVE SCHURCHAVES WILLSON AVE N 11TH AVE W PEACH ST
FRO
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ERDEOAKST BRIDGERDR
E PEACH ST N 7TH AVE INTERSTATE90HWY
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Legend
Northeast Neighborhood Urban Renewal District
Midtown Urban Renewal District
Mandeville Farms Tax Increment District
Downtown Tax Increment District
South Bozeman Technology District ´
Revised: 5/18/2016
This map was created by theCity of BozemanGIS DepartmentIntended for Planning purposes only.
Midtown TIF District Boundaries
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Bozeman Midtown Urban Renewal District
An Urban Renewal District with a Tax Increment Financing (TIF) Program
Fiscal Year 2018 Work Plan and Budget
1
Fiscal Year 2018 Work Plan and Budget
Overview
The Midtown Urban Renewal Board’s (MURB) Work Plan and Budget prioritizes the completion
of right-of-way acquisition, engineering and permitting for the North 7th Avenue Lighting and
Streetscape Project with a goal of construction in summer 2018. The goal is to have a “shovel-ready”
project in anticipation of significant, future, infrastructure construction bonding. The rationale for this
approach is threefold: First, the continuation of the lighting and streetscape project requires the
donation of easements by property owners between Durston Rd. and Mendenhall St. While staff is
optimistic about success in this process, it is proving to be time consuming and five more easements
must be acquired before construction can commence. Second, the next phase of the project promises to
be much more expensive as it will include far more sidewalk construction as well as the addition of
conforming ADA ramps, and street trees and tree grates, whereas previous phases mostly involved the
replacement of street lights. Third, the remediation of blighted conditions in the district and its ongoing
redevelopment will take many more years, while there are only four more years remaining on the
district without extending the life of the district through bonding. This approach ensures that a
significant, bondable project, with significant community impact, is ready prior to the end of the
District’s initial life. In August 2017, the MURB plans to introduce an Action Plan detailing its approach to
infrastructure and bonding in coordination with private investment.
Lighting and Streetscape Project Engineering
RSVP (formerly Rainbow Motel) Streetscape Construction and Engineering
The relaunched RSVP motel, formerly the Rainbow Motel, is scheduled to open in Fall 2018. The MURB
is coordinating streetscape installation of this section to coincide with the fall opening and to minimize
disruption during summer 2018.
Main St. to Peach St. /Durston Rd. Engineering
The installation of new light fixtures for the corridor was identified as one of the top three
priorities for District Plan Implementation in 2008. The MURB recognizes that new light fixtures will help
establish a distinct identity for the corridor, define key intersections, improve vehicular and pedestrian
safety and improve the aesthetic experience of the corridor.
The MURB chose to proceed with engineering the streetscape for the section of N. 7th between
Main St. and Peach St./Durston Rd. Staff are only five easements away from completing right-of-way
acquisition for this section and we have confidence that our negotiations on the next four will be
successful. Our engineer is working with the Montana Department of Transportation (MDT) on design
elements that include boulevard trees, tree grates, permeable pavers, and new street lights. Comments
from MDT necessitate significant additional engineering work related to obtaining final approval for this
project. Highlights from these additions include the following work:
• Hydraulic analysis of the storm drain inlet at the southeast corner of West Villard Street, as
required by MDT to ensure adequate capacity of the existing storm drain infrastructure. This
storm drain inlet is critical to the installation of the proposed curb bulb/bump-out at the
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Bozeman Midtown Urban Renewal District
An Urban Renewal District with a Tax Increment Financing (TIF) Program
Fiscal Year 2018 Work Plan and Budget
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northeast corner of the intersection. The new curb bulb would create a low point in the curb
flowline and a new storm inlet would be installed at the low point that would drain to the
existing storm drain inlet located at the southeast corner of the intersection. The scope of this
study would be limited to the storm infrastructure between West Villard Street and Durston
Road and would not include storm water detention/retention analysis or evaluation of outlet
conditions/downstream impacts north of Durston Road.
• West Villard Street to Durston Road modifications to existing streetscape plans and
specifications based on review comments and feedback from the Montana Department of
Transportation. Based on MDT requirements, engineers will be adding MDT specifications,
modifying the hardscape layout, modifying ADA ramp and crosswalk locations and attending
additional collaboration meetings with the City and MDT.
• Preparation of construction plans and specifications for the removal of the south bound left turn
lane at West Villard Street and the addition of a pedestrian refuge island with a pedestrian
activated rectangular rapid flashing beacon (RRFB) for the enhanced school crossing. MDT
requires space for pedestrian refuge to update the existing pedestrian crossing at Villard St. to
an RRFB. This item is dependent on findings from the Traffic Study being completed this spring
at this intersection as well as City of Bozeman and MDT approval.
Durston St. to Juniper St. Remainder Engineering
The MURB requests funding for completing full engineering work on the streetscape design for
parcels owned by property owners who have not yet donated right-of-way easements. It is the board’s
hope that an agreement with these property owners will be reached this fiscal year, so that streetscape
construction can commence.
Right-of-Way Acquisition Engineer
The District has been very successfully utilizing the City’s contract with DOWL for a right-of-way
acquisition engineer to obtain easements for the Lighting and Streetscape Project. This budget item
continues that work and allows for additional time toward right-of way acquisition for multi-use path
projects in other parts of the district.
Multi-use Trail Construction
Oak St. Multi-Use Path Design and Construction – N. 5th Ave. to N. 7th Ave.
This project involves constructing a 10 foot, concrete multi-use path on the south side of Oak St.
from N. 5th Ave. to N. 7th Ave. to connect the existing multi-use path along Oak St. to N. 7th.
N. 5th Avenue Multi-Use Path Design – Oak St. to Tamarack St.
This project involves designing a 10 foot, multi-use path in the existing dedicated 5th Street right
of way from Oak St. to Tamarack St. City Staff will also explore obtaining additional right of way for the
path from the adjoining property owner if it is found to be mutually beneficial to both parties. A
finalized easement from the Westlake family providing additional right of way for the trail will be
required to proceed with this project.
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Bozeman Midtown Urban Renewal District
An Urban Renewal District with a Tax Increment Financing (TIF) Program
Fiscal Year 2018 Work Plan and Budget
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Whittier School Public Improvements
Repair and Replace Aging Fencing
Repair ageing fending material around the playground area. Fencing along 6th and alley. Add
fencing below modular ramp and access gate.
Improvements to Exterior Lighting
Upgrade existing exterior lighting to LED and install additional lighting at NW corner of the
property, courtyard, and south entrance to enhance site security. The more efficient LED lighting will
also help the long-term annual operating budget of the School District.
Outside Legal Counsel
The MURB is designing several major public infrastructure projects including the lighting, streetscape,
park, and multi-use path projects. Bonding will allow these projects to be constructed concurrently and
extend the life the life of the district. Planning for a bond would start in FY 2018, with most of the work
occurring in FY 2019, with the Commission considering a bond proposal in FY 2018.
In addition, outside counsel may be necessary to respond quickly to development proposals by creating
development agreements under the Midtown TIF Assistance Program.
Midtown Action Plan for Identified Development Nodes
The Midtown Corridor’s length dictates that pedestrian oriented development will cluster around a
number of distinct nodes within the district. This project involves engaging with property owners about
the potential for economically beneficial and collaborative development in these nodes. A final
presentation of the Midtown Action Plan is scheduled for August 2017. Deliverables for the project will
include, at minimum, the following elements:
• Present a refined list of catalyst projects and investments and a schematic vision for these
projects. These projects should be organized around well-articulated development nodes.
• Hold community engagement meeting in Bozeman with urban renewal board members and city
staff to review proposals, obtain buy-in, create project evaluation criteria, and propose project-
specific incentive strategies.
• Prepare a financing schedule to determine TIF cash flow to implement projects.
• Draft list of project priorities and preliminary budget based on project concepts.
• Finalize draft priorities, budgets, and concepts
Redevelopment Incentive Programs
Technical Assistance Grants (TAG)
This program is to provide technical assistance funding to encourage developers to build on
parcels along the N. 7th Avenue corridor or rehabilitate existing structures. It recognizes the
complexities of redeveloping parcels which have existing substandard buildings and infrastructure; it
was created to offset the costs of those complexities with grants for those proposing work which
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Bozeman Midtown Urban Renewal District
An Urban Renewal District with a Tax Increment Financing (TIF) Program
Fiscal Year 2018 Work Plan and Budget
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eliminates blight and advances the implementation of the District Plan. The program was approved by
Resolution 4777 and is administered by the MURB. The new grant program raises the maximum grant
amount to $7,500 from $7,200 and requires a 1:1 match.
Technical Assistance Grants Encumbered from FY 2017
The MURB awarded five (5) TAG grants in FY 2017 that will not be complete until sometime in FY
2018. A complete description of these grants will be included in the FY 2017 Annual Report.
Direct Incentives / Midtown Tax Increment Finance Assistance Program
For the past several years, the MURB has administered the N7 Rehabilitation Grant program,
which incentivizes improvements to sites and façades of existing structures to facilitate blight
remediation. The existing program was a component of several successful and worthy projects in recent
years. Nevertheless the board and staff were concerned that the program (15% of eligible project costs
up to $50,000) was too small to actually incentivize projects that were not already feasible. In addition,
by rehabilitating existing building forms and site designs, the program was actually preserving
development patterns that are counter the land use goals of the district. Three N7 Rehabilitation Grants
were awarded in FY 2017, which included funds for the demolition of the City Center Inn and Wok
Restaurant, as well as the $2 million façade update of Gallatin Valley Furniture – Carpet One.
The City Commission approved a new incentive program, the Midtown TIF Assistance Program
pursuant to Resolution 4770. Awards will be based on the quality of projects and their support of the
Midtown Urban Renewal Plan. The FY 2018 budget only includes funding for up to two projects that
could be approved by the MURB directly at the Part 1, $50,000 level. Projects of a larger magnitude will
require a budget amendment and possibly bonding and will require the authorization of the City
Commission mid-year.
District Operations
Outreach and Mailing
The Board has requested money for public noticing and outreach activities in the District. The
purpose of these outreach activities is to inform and engage property owners and the public in the
implementation of the Midtown Urban Renewal Plan.
Midtown Marketing and Recruitment
For several years, the district has operated the nsurb.net site to promote the district and the
urban renewal program. With the change in name to the Midtown Urban Renewal District, the board
needs a new brand identity and website to communicate effectively with property owners and the
public and “to disseminate blight clearance and urban renewal information.” The website is expected to
launch in August 2017. In addition, the board and staff are planning to actively recruit development
projects in the district that are in support of the urban renewal plan.
Professional Services to Support District Staff
The Board needs City staff assistance with District Plan implementation. Additionally, City staff
will need to contract for professional services to assist with district management and implementation of
the work plan and budget.
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Bozeman Midtown Urban Renewal Board Fiscal Year 2018 Budget
Scheduled
Infrastructure Planning and Construction
Streetscape Hydraulic Analysis 8,000$
Streetscape West Villard to Durston MDT Modifications 14,000$
Streetscape Turn Lane Closure to allow for refuge island 7,000$
Streetscape Design completion for Intensive CarX to Cats Paw 20,000$
Streetscape Recompute to Cats Paw easement document updates 3,000$
Contract Amendment #7 for Lighting and Streetscape Project 45,000$
Right of Way Acquisition Specialist 30,000$
5th Street Trail Construction and Construction Engineering 150,000$
RSVP Streetscape Construction & Engineering 95,000$
Miscellaneous Engineering 50,000$
Whittier School Improvements to Exterior Lighting 10,000$
Whittier School Improvements Repair and Replace Aging Fencing 8,000$
Outside Legal Counsel
For Bonding and Redevelopment Agreements 50,000$
Incentive Programs
Technical Assistance Grants 1:1 match [4 grants]30,000$
Direct Incentives - Midtown TIF Assistance Program 100,000$
District Operations
Outreach and Mailing 5,000$
Midtown Marketing and Recruitment 11,000$
Professional Services to Support District Staff 40,000$
Special Projects
Total New Expenditures for FY 18
New Expenditures 676,000$
FY 2017 Encumbered Projects
Midtown Apartments Technical Assistance Grant 7,200$
Bar 3 BBQ Technical Assistance Grant 7,200$
The Wok Site Technical Assistance Grant 7,200$
Village Inn Technical Assistance Grant 7,200$
Aequum LLC Technical Assistance Grant 7,200$
City Center Inn Demolition and Rehabilitation Grant 50,000$
Gallatin Valley Furniture Carpet One Rehabilitation Grant 50,000$
Oak St Multi-Use Trail Extension Construction 40,000$
Midtown Action Plan Carryover from FY17 10,000$
Website and Logo Contract with Prime, Inc. 5,000$
TOTAL EXPENDITURES FY 2018 867,000$
Estimated FY 2017 Ending Balance 968,738$
Estimated Revenues 677,428$
Estimated Total Cash FY 2018 1,646,166$
Estimated Cash minus expenditures (FY18 Ending Balance)970,166$
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