HomeMy WebLinkAboutMidtown Technical Assistance Application
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
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
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 Economic Development Staff 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: