HomeMy WebLinkAbout06-03-19 City Commission Packet Materials - A2. Downtown URD FY19 Annual Report and FY20 Budget and Work Plan
CITY COMMISSION MEMORANDUM
TO: Mayor Andrus and City Commission
FROM: Chris Naumann, Downtown URD Director
Downtown Bozeman Partnership
SUBJECT: Downtown Urban Renewal District Fiscal Year 2019 Annual Report and
Fiscal Year 2020 Budget and Work Plan
MEETING DATE: June 3, 2019
AGENDA ITEM TYPE: Action
RECOMMENDATION:
Approve the Downtown Urban Renewal District Fiscal Year 2020 Work Plan and Budget
as submitted.
BACKGROUND:
The Downtown Bozeman Partnership administers the Downtown Urban Renewal
District on behalf of the City of Bozeman. The Downtown Urban Renewal District Board,
as appointed by the Mayor and City Commission, directs the programs, projects and
initiatives of the Downtown URD. The 1995 Downtown Urban Renewal Plan and 2019
Downtown Bozeman Improvement Plan, as adopted by the City Commission, guides
the programs, projects and initiatives of the Downtown URD.
The Downtown URD Board will take formal action to approve the FY2020 work plan and
budget at their monthly public board meeting on Wednesday, May 29, 2019.
The Downtown URD presents an annual report and proposes a work plan and budget
for approval by the City Commission during public hearings on the proposed City budget
on an annual basis as required by statute.
FISCAL EFFECTS:
The Downtown URD anticipates a FY19 year-end balance of $1.82 million and FY20
revenues are projected to be $1.36 million which equates $3.18 million of funding
available for FY20.
The proposed FY20 expenditures total $2.14 million.
UNRESOLVED ISSUES:
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The City of Bozeman Economic Development Department has formally requested
approximately $24,000.00 of Downtown URD funding for FY20 to partially fund an
Economic Development Technician. These funds would be combined with monies from
several other urban renewal districts and the City Parking Division to fully finance the
position.
This funding request was not included in the draft Downtown URD budget reviewed by
the board at their meeting on April 16, 2019. Therefore, that funding line item is not
included in the budget provided here within. The Downtown URD board will consider the
funding request at their meeting on May 29, 2019.
Chris Naumann will update the City Commission with the board’s decision on this
funding request and any other revisions incorporated into the board’s formal budget
action.
ATTACHMENTS:
The following documentation is included as a single attachment:
• FY19 Downtown URD Annual Report
• FY20 Downtown URD Work Plan
• FY20 Downtown URD Budget
Prepared by Chris Naumann and uploaded by David Fine May 23, 2019
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Downtown Urban Renewal District
FY2019 Annual Report
and
FY2020 Work Plan and Budget
In 1995, the City Commission adopted the Urban Renewal Plan for downtown Bozeman which was
subsequently amended in 2015. The intent and purpose of the Urban Renewal Plan emphasizes:
1. Bozeman’s historical character as a “working” downtown shall be maintained.
2. Traffic movement and access shall be designed with the emphasis on the downtown as a designation
rather than improving the flow of through traffic.
3. The facilitation of private/public partnerships is encouraged in the implementation of the Plan.
4. Objectives shall be accomplished by incentives whenever possible.
5. Private property rights will be respected.
6. Administrative practices shall be conducted in a constructive manner which fosters cooperation.
7. This Plan is further detailed, refined, prioritized and implemented by the “Downtown Improvement Plan”
which outlines specific programs and projects consistent with the Urban Renewal Plan.
The Urban Renewal Plan established nine “Guiding Principles” to provide direction for improving Bozeman’s
historic downtown. The Urban Renewal Study Committee considered the first three principles more important
than the next three with the last three the least important. However, the Committee deemed all nine principles
to be vital to achieving the vision for downtown. Key implementation actions were identified for each principle
(may apply to multiple principles but are only listed once below).
1. Strengthen downtown’s economic vitality
• Provide more, better managed parking; retain public offices and anchor businesses; facilitate
commercial development; eliminate unnecessary regulatory barriers to reinvestment; enable high
density housing; eliminate through truck traffic and restore Main Street as pedestrian-friendly
2. Improve the safety, security and health of the district
• Improve traffic flow emphasizing downtown as a destination; improve public works; improve night-
time lighting; improve sidewalks; increase police presence; improve alley and parking lot
appearance and safety
3. The image of downtown shall be continuously improved
• Improve streetscape aesthetics and amenities; enhance appearance of and accessibility to
Bozeman Creek; improve trash removal
4. Downtown’s accessibility shall be improved
• Provide effective public transportation; better accommodate bicycles; reduce reliance on private
automobiles
5. “Community Partnership” is fundamental to downtown’s success
• Encourage growth of cultural activities; preserve historic character
6. Downtown’s diversity shall be facilitated
7. The cost of projects and programs shall be weighed against their benefits
8. Downtown shall become more user friendly
9. Cultural activities shall be nurtured and expanded downtown
Downtown URD Mission Statement
The Downtown Bozeman Urban Renewal District board (URD) will foster an economically thriving
district that: 1) attracts investment; 2) stabilizes and strengthens the tax base; and 3) supports the
vitality and diversity of the Gallatin Valley as its social and cultural center.
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Downtown Urban Renewal District (URD)
FY2019 Annual Report (July 1, 2018 to June 30, 2019)
All investments over $10,000 are documented below
Downtown Parking Garage $ 440,000 invested
The URD made the debt service payment of $430,000 on the Bridger Park Garage construction bond.
The URD also pledged its interest earnings to the Bozeman Parking Commission’s Long-term
Maintenance Fund. This year’s contribution was $10,000.
Public Parking Improvements $ 250,000 invested
The URD committed this funding for high-priority objectives from the forthcoming Downtown
Comprehensive Park Plan. Specifically, $150,000 of this year’s funding was transferred to the
Bozeman Parking Division and restricted to purchases, investments, and improvements associated
with the T2 technology system. The balance was invested by the URD for the Bridger Park Garage
Expansion Analysis and the Downtown Structured Parking Site Feasibility Study.
Downtown Partnership Management Fee $ 113,300 invested
The URD is a member of the Downtown Bozeman Partnership, LLC which serves as the incorporated
management agency for all the downtown organizations. This management fee pays for a portion of
the operating costs of the Downtown Partnership office in addition to much of the payroll costs of
Chris Naumann, who serves as the Executive Director of the URD. Downtown Hotel Incentive Program $ 100,000 encumbered
In 2013 the URD awarded up to $100,000 to the Etha hotel project and those funds remain
encumbered until the completion of the hotel. The purpose of the Downtown Hotel Incentive Grant
Program is to encourage the construction of a quality hotel within Downtown URD. North Black Pocket Park $ 100,000 invested
The URD contributed funding to design and construction of a public pocket park in the southwest
corner of the North Black parking lot. Other improvements being made in conjunction with the
construction of the park include relocating the vehicle egress and installing a new streetscape along
North Black. Additional funding has been committed from the City Cash-in-Lieu of Parkland funds and
the City Parking Enterprise Fund. The park will be constructed in the late summer of 2019.
Fiber Broadband Infrastructure $ 75,500 invested
The URD invested $65,000 to extend the fiber conduit system along Lamme to create another
connection to the fiber conduit system in the Midtown URD. The URD also invested approximately
$10,000 in grants to property owners to cost-share for installation of fiber broadband infrastructure
into downtown buildings.
South Wallace Asbestos Project $ 75,000 encumbered
The URD has pledged these funds to either be invested in the remediation of the asbestos
contamination under the South Wallace roadway. The remediation will be performed in conjunction
with the sewer and water line upgrade along South Wallace between Main Street and Babcock
Streets which is being contracted for by On Site Management.
Bridger Park Multi-Modal Transit Shelters $ 55,000 invested
The URD funded the procurement and installation of two large capacity transit shelters on the north
side of the Bridger Park Multi-Modal facility.
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Bozeman Creek Floodplain Analysis—Phase Two $ 50,000 invested
The URD contributed $42,000 in FY2017 for Phase One of the Bozeman Creek floodplain analysis of
the new proposed FEMA map. This additional funding was granted upon the request of the Bozeman
Public Works Department to finalize the contract with Allied Engineering and negotiations with FEMA.
Technical Assistance Grant Program $ 23,500 invested $ 7,500 encumbered
This program supports current or potential developers, owners, and tenants with technical assistance
during the preliminary phases of possible redevelopment projects in the downtown tax increment
district. This year the URD awarded four Planning Grants to a variety of proposed downtown
redevelopment projects. One grant that was awarded last year has not been completed and the
corresponding funds are encumbered.
Downtown Bozeman Improvement Plan $ 25,000 invested
The URD, in partnership with the Downtown BID and City Community Development Department,
contributed additional funds for the completion of the 2019 Downtown Bozeman Improvement Plan
which was adopted by the City Commission on April 15, 2019.
Streetscape Element Purchases and Maintenance $ 19,500 invested
The URD purchased additional streetscape elements to augment those already located in the
downtown district. This year’s purchases included: recycling receptacles, trash receptacles, and bike
racks. The URD also funded the on-going maintenance of the streetlamps and Soroptomist Park.
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Downtown Urban Renewal District (URD)
FY2020 Work Plan (July 1, 2019 to June 30, 2020)
All budgeted investments over $10,000 are documented below
Downtown Parking Garage $ 430,000 budgeted
The URD will make the annual bond payment contribution for Bridger Park, the downtown parking
garage.
Downtown Public Parking Improvements $ 250,000 budgeted
The URD is committed to partnering with the Bozeman Parking Commission and the Bozeman
Parking Division to make strategic improvements to the City-owned parking assets downtown.
Funded improvements will be high-priority objectives from the 2016 Downtown Strategic Parking
Management Plan.
Downtown Streetlamp Power Reconfiguration $250,000 budgeted
In conjunction with finalizing a comprehensive Special Improvement Lighting District, the URD is
committing funds to reconfigure the power sources for dozens of public streetlamps that currently
powered from private electric services to public electric sources.
Downtown Residential Incentive Program $ 200,000 budgeted
The purpose of the Downtown Residential Incentive Grant Program is to encourage the creation of
new housing units within downtown URD. The intent of the program is to increase the residency rate
and subsequently the tax base of the URD. The Program will reimburse a portion of housing-related
impact fees for qualifying residential projects. The Program criteria will be revised for FY2020 to help
implement the recommendations in the 2019 Downtown Plan for a larger supply of smaller units.
Downtown Plan Transportation Projects $ 200,000 budgeted
This funding is intended for the study of the transportation concepts in 2019 Downtown Improvement
Plan including 3-lane Main Street configuration, diagonal parking options, Babcock bicycle track, new
traffic signals on Mendenhall and Babcock, and pedestrian crosswalk improvements. These funds are
for planning, study, analysis, engineering, pilot projects and/or modelling.
Downtown Partnership Management Fee $ 120,0000 budgeted
The URD is a member of the Downtown Bozeman Partnership, LLC which serves as the incorporated
management agency for all the downtown organizations. This management fee pays for a portion of
the operating costs of the downtown office in addition to most of the payroll costs of Chris Naumann,
who serves as the Director of the URD.
North Rouse Streetscape Project $ 120,000 budgeted
The URD is planning to purchase approximately two dozen downtown streetlamps and street tree
grates/frames to be installed in conjunction with the MDT North Rouse reconstruction. The URD is
partnering with MDT and BSD7 to make these improvements.
Armory Hotel Incentive $ 100,000 encumbered
In 2013 the URD awarded up to $100,000 to the Etha hotel project and those funds remain
encumbered until the completion of the hotel. The purpose of the Downtown Hotel Incentive Grant
Program is to encourage the construction of a quality hotel within Downtown URD.
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South Wallace Asbestos Project $ 75,000 encumbered
The URD has pledged these funds to either be invested in the remediation of the asbestos
contamination under the South Wallace roadway. The remediation will be performed in conjunction
with the sewer and water line upgrade along South Wallace between Main Street and Babcock
Streets which is being contracted for by On Site Management.
Downtown Improvement Plan Implementation $ 75,000 budgeted
This funding is intended to be available for smaller investments in the implementation of the 2019
Downtown Improvement Plan objectives.
Professional Services Term Contract $ 75,000 budgeted
The intent of this term contract is to allow the URD to nimbly respond to needs for professional
services to implement this work plan and the Downtown Improvement Plan. It will also allow the URD
to respond to unanticipated issues. The professional services will include but not be limited to
engineering, architecture, urban planning, parking and fiber consulting.
Streetscape Assistance Program $ 50,000 budgeted
This URD program will provide property owners with partial reimbursement for the installation of
historic street lamps in accordance with the Downtown Streetscape Plan. The program is designed to
stimulate private investment, redevelopment of property and the improvement of public areas in the
downtown urban renewal district. Downtown Plan Code Amendments $ 50,000 budgeted
This funding is intended to further develop and refine the unified development code amendments
recommended by the 2019 Downtown Improvement Plan.
Downtown Plan Design Guidelines $ 50,000 budgeted
This funding is intended to be available for the development of downtown specific design guidelines
for the B3 zoning district as recommended by 2019 Downtown Improvement Plan.
Technical Assistance Grant Program $ 50,000 budgeted $ 7,500 encumbered
This program supports current or potential developers, owners, and tenants with technical assistance
during the preliminary phases of possible redevelopment projects in the downtown tax increment
district. This program facilitates navigating code requirements, preparing for the planning application
and approval process, and evaluating historic preservation considerations. Structured Parking Feasibility Analysis $ 25,000 budgeted
The URD will finance Phase 2 of the feasibility site analysis of potential locations for the construction
of structured parking in the downtown district.
Life-Safety Grant Program $ 50,000 budgeted
This URD program provides property owners with partial reimbursement for life-safety code
compliance upgrades. The program is specific to the installation of dedicated fire lines connecting a
building’s sprinkler system to the municipal water main. The program has a one-to-one match
required of the property owner and a per-project dollar cap of $10,000. URD Manager Position $ 40,000 budgeted
The URD board has allocated funds to be invested in the creation of or contracting for a URD
Manager employee. This position will either be hired or contracted to assist with the management of
URD programs and projects.
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Streetscape Element Purchases and Maintenance $ 35,000 budgeted
The URD will continue to supplement the existing streetscape inventory by purchasing additional
historic street lamps, trash receptacles, pedestrian benches, tree guards and bike racks. Funding is
also available for the ongoing maintenance of the streetlamps and Soroptomist Park.
SILD and Streetscape Engineering $ 25,000 budgeted
This year’s work will focus on finalizing a new comprehensive Special Improvement District and
conducting preliminary streetscape engineering on North Rouse and West Main.
Alley Improvement Program $ 25,000 budgeted
The URD will offer a new program to assist property owners in the implementation of the
improvements presented in the Downtown Alley Sketchbook and recommended in the 2019
Downtown Plan.
Alternative Transportation Project $ 25,000 budgeted
This URD funding is to be invested in the planning, design, and pilot stage implementation of
alternative transportation infrastructure including EV charging, car share, and multi-modal
transportation systems as recommended in the 2019 Downtown Improvement Plan.
Sewer Capacity and Buildout Analysis $ 15,000 budgeted
The URD invested approximately $45,000 in FY2019 for extensive sewer flow monitoring in the
district. The capacity and buildout analysis will utilize the flow data to estimate future sewer demand
and identify system upgrade priorities.
The FY2020 Downtown Urban Renewal District Work Plan and Budget will be considered for approval by the URD Board on May 29, 2019.
Prepared and submitted by:
Chris Naumann
Downtown Bozeman Partnership
222 East Main Street #302
Bozeman MT 59715
chris@downtownbozeman.org
406-586-4008
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Downtown URD DRAFT FY2020 Budget
Category
FY2020 DRAFT
Budget
Income
Starting Cash Balance 1,826,421
Income from TIF (estimated)430,000
COB Interlocal Share 875,000
Entitlement Share State of Montana 45,000
Interest Income (estimated)10,000 Total Income 3,186,421$
Expenses
Operations
Management Fee and Administration 120,000
URD Management Contract/Employee 40,000
Total Operations 160,000$
Infrastructure Improvements
Street Furniture and Park Maintenance 10,000
North Black Pocket Park Construction 10,000
Streetscape--new purchases 25,000
North Rouse Streetscape Project
Streetlamps (26 qty)85,000
Tree Frames/Grates (24 qty)35,000
Streetscape Assistance Grant Program 50,000
Streetlamp Power Reconfigureation Project 250,000
Alley Improvement Program 25,000
Public Parking Improvements 250,000
Life-Safety Grant Program 50,000
Fiber-Broadband Infrastructure 10,000
Alternative Transportation Project 25,000
Total Improvements 825,000$
Planning
Technical Assistance Grants 50,000
FY18 Encumbered Funds 7,500
Residential Incentive Program 200,000
Armory Hotel Incentive Program 100,000
DBIP: Transportation Planning 200,000
DBIP: Code Amendments 50,000
DBIP: Design Guidelines 50,000
DBIP: General Implementation 75,000
SILD & Streetscape Engineering 25,000
Structured Parking Feasibility Analysis 25,000
South Wallace Asbestos Project 75,000
Professional Services Term Contract 75,000
Sewer Capacity and Buildout Analysis 15,000
Total Planning 972,500$
Parking Structure
Garage Bond Payment 430,000 Total Parking Garage Payments 430,000$
Total Expenses 2,387,500$
Year End Balance 798,921$
DOWNTOWN URBRAN RENEWAL DISTRICT
DTN URD Budget FY2020 DRAFT revised
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