HomeMy WebLinkAbout02-10-20 City Commission Packet Materials - A1. Res. 5126 Public Hearing for Midtown Urban Renewal Proj. Continued from 2-3-2020Commission Memorandum
REPORT TO: Honorable Mayor and City Commission
FROM: David Fine, Urban Renewal Program Manager
SUBJECT: Public Hearing for Resolution 5126 Approving Certain
Infrastructure Improvements in the Bozeman Midtown Urban
Renewal District as an Urban Renewal Project, Making
Findings with Respect Therto and Approving the Issuance of
Tax Increment Urban Renewal Revenue Bonds to Pay Costs
Thereof; Preliminarily Authorizing the Issuance and Private
Sale of Bonds and Authorizing the Process for Selecting a
Purchaser Thereof
MEETING DATE: February 10, 2020 (Continued from February 3, 2020)
AGENDA ITEM TYPE: Action
RECOMMENDATION: Approve Resolution 5126.
SUGGESTED MOTION: Having reviewed and considered the Commission
Memorandum, public comment, and all information
presented, I hereby adopt the findings presented in the
Commission Memorandum and move to approve
Resolution 5126.
BACKGROUND:
On January 9, 2020, Midtown Urban Renewal Board (the “Board”) voted
unanimously to approve Board Resolution 2020-01, a request that the City
Commission designate several public infrastructure improvements within the
Midtown Urban Renewal District (the “District”) as an Urban Renewal Project (the
“Project”). The specific improvements were contained in several City Commission
adopted plans including the 2006 Design and Connectivity Plan for the N. 7th
Corridor, the 2015 Midtown Urban Renewal Plan and the 2017 Midtown Action
Plan. The Project includes the following improvements:
• Development of Aspen Street as a “festival” street, including sidewalk, street
light and curb and gutter improvements, pedestrian crossing, street trees and
stormwater infrastructure improvements to Aspen Street between North 5th
Avenue and North 7th
Avenue
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• Installation of angle parking infrastructure along the western edge of the
Westlake BMX Park
• Street, sidewalk, street light and curb and gutter improvements, pedestrian
crossing, street trees and stormwater infrastructure improvements to North
7th
Avenue between Durston Road and Mendenhall Street
• Construction of a multi-use path, allowing pedestrian and bike connectivity
to the Westlake BMX Park, the Aspen Street improvements described above
and a new mixed-use development in the District known as the Aspen
Crossing Project
The designation of the public infrastructure improvements recommended by the
Board as an urban renewal project under the Montana Urban Renewal Law (the
“Act”), as well as the issuance of tax increment revenue bonds requires City
Commission action. As proposed, Resolution 5126 includes the following items:
• The City Commission designates the infrastructure improvements
recommended by the Board as an urban renewal project under the Act and
finds that the Project is contemplated by and within the scope of the
Midtown Urban Renewal Plan, and that the Project is eligible for tax
increment financing under the Act.
• The City Commission makes the required statutory findings for designation
of an Urban Renewal Project.
• The City Commission authorizes the City Manager and their designees to
conduct a negotiated sale of bonds to finance the Project. The form of the
Bonds and the final terms and conditions thereof shall be prescribed by a
subsequent resolution to be adopted by the City Commission.
REQUIRED FINDINGS:
The Montana Urban Renewal Law requires, as a criterion for approval of an
urban renewal project, that the City Commission make the following findings. These
findings are included in Resolution 5126 in Section 3.
a. A workable and feasible plan exists for making available adequate
housing for the persons who will be displaced from their housing by
the Project;
• The proposed Project does not displace any persons from their
housing.
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b. The Plan and the Project conform to the Bozeman Community Plan or
parts thereof for the City as a whole;
• The streetscape improvements on N. 7th Ave., Festival Street
Improvements on W. Aspen St. and trail (multi-use path)
improvements, are components of the original 2006 Urban Renewal
Plan, which implements a neighborhood plan subsection of the
Bozeman Community Plan called the Design and Connectivity Plan for
the North 7th Avenue Corridor. The 2015 Midtown Urban Renewal
Plan expanded the District to include the Westlake BMX Park and
designated the park as a site for infrastructure improvements.
c. The Plan and the Project will afford maximum opportunity, consistent
with the needs of the City as a whole, for the rehabilitation or
redevelopment of the District by private enterprise;
• Quality infrastructure, multi-modal transportation options and quality
places have demonstrated their value in stimulating investment by
private enterprise.
d. Taking into account the use of tax increment revenues or the proceeds
of tax increment revenue bonds to pay or reimburse the Developer for
all or a portion of the Eligible Costs, there is expected to be a sound and
adequate financial program for the financing of the Project; and
• The current tax increment revenues of the District provide for more
than adequate debt service coverage for bond debt.
e. The Project constitutes an urban renewal project within the meaning
of the Act and the Plan.
• The component infrastructure improvements of the Project are all
mentioned in the urban renewal plans for the District.
UNRESOLVED ISSUES: None.
ALTERNATIVES: As determined by the City Commission.
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FISCAL EFFECTS:
The engineers’ estimates of probable cost for the infrastructure
improvements total $5,010,000. The Resolution formally allows for up to
$5,500,000 of debt issuance to allow for inflation of construction costs. The District
has more than adequate bonding capacity to issue bonds and meet debt service
coverage requirements for bonds in this amount. Issuance of tax increment revenue
bonds will require further Commission action.
ATTACHMENTS:
• Resolution 5126
• Midtown Urban Renewal Board Resolution 2020-01
LINKS:
• Design and Connectivity Plan for the North 7th Avenue Corridor (2006)
• Midtown Urban Renewal Plan (2015)
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RESOLUTION NO. 5126
RESOLUTION APPROVING CERTAIN INFRASTRUCTURE IMPROVEMENTS IN
THE BOZEMAN MIDTOWN URBAN RENEWAL DISTRICT AS AN URBAN
RENEWAL PROJECT, MAKING FINDINGS WITH RESPECT THERETO AND
APPROVING THE ISSUANCE OF TAX INCREMENT URBAN RENEWAL REVENUE
BONDS TO PAY COSTS THEREOF; PRELIMINARILY AUTHORIZING THE
ISSUANCE AND PRIVATE NEGOTIATED SALE OF BONDS AND AUTHORIZING
THE PROCESS FOR SELECTING A PURCHASER THEREOF
BE IT RESOLVED by the City Commission (the “Commission”) of the City of Bozeman,
Montana (the “City”), as follows:
Section 1
Recitals.
1.01. Under the provisions of Montana Code Annotated, Title 7, Chapter 15, Parts 42 and
43 (the “Act”), the City is authorized to create an urban renewal area, prepare and adopt a
redevelopment plan therefor and amendments thereto, undertake urban renewal projects therein,
provide for the segregation and collection of tax increment with respect to taxes collected in such
area, issue its bonds to pay the costs of such projects and to refund bonds previously issued under
the Act and pledge to the repayment of the bonds the tax increment and other revenues derived
from projects undertaken within the urban renewal area.
1.02. Pursuant to the Act and Ordinance No. 1685 adopted by the Commission on
November 27, 2006, as amended by Ordinance No. 1925, adopted by the City Commission on
December 16, 2015 (collectively, the “Ordinance”), the City has created the Bozeman Midtown
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Resolution 5126, Approving a Project in the Midtown URD, Known as Midtown Infrastructure Improvements
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Urban Renewal District (the “District”) as an urban renewal district and has approved the Bozeman
Midtown Urban Renewal Plan (the “Plan”) for the District containing a tax increment financing
provision, all as set forth in the Ordinance and the Plan.
1.03. The Plan details conditions of blight in the District, including physical deterioration
of public improvements, including with respect to streets, curbs, gutters, sidewalks, storm
drainage, lighting and landscaping. In addition, the Plan outlines goals and initiatives for the
District, including installing signage, lighting, landscaping and sidewalk, curb, gutter and street
improvements, to promote economic development, improve multi-modal transportation and
improve, maintain and support innovation in infrastructure.
1.04. On January 13, 2020, the Commission adopted Resolution No. 5125, calling a
public hearing to approve the design, engineering and construction of various public infrastructure
improvements within the District, including (i) development of Aspen Street as a “festival” street,
including sidewalk, street light and curb and gutter improvements, pedestrian crossing, street trees
and stormwater infrastructure improvements to Aspen Street between North 5th
Avenue and North
7th
Avenue; (ii) installation of angle parking infrastructure along the western edge of the Westlake
BMX Park; (iii) street, sidewalk, street light and curb and gutter improvements, pedestrian
crossing, street trees and stormwater infrastructure improvements to North 7th
Avenue between
Durston Road and Mendenhall Street; and (iv) construction of a multi-use path, allowing
pedestrian and bike connectivity to the Westlake BMX Park, the Aspen Street improvements
described above and a new mixed-use development in the District known as the Aspen Crossing
Project (such public infrastructure improvements, collectively, the “Project”) and the expenditure
of tax increment revenues or the issuance of tax increment revenue bonds to pay all or a portion of
the costs of the Project. On February 3, 2020, the City scheduled a duly noticed public hearing
that was continued to February 10, 2020. On the February 10, 2020 the public hearing was held
on the approval of the Project and the use of tax increment revenues to pay or finance all or a
portion of the costs of the Project and all persons appearing were given an opportunity to speak at
the public hearing.
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Resolution 5126, Approving a Project in the Midtown URD, Known as Midtown Infrastructure Improvements
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Section 2
Approval of the Project as an Urban Renewal Project.
The Commission hereby approves the Project as an urban renewal project under the Act.
The Project is contemplated by and within the scope of the Plan, and is eligible for tax increment
financing under the Act.
Section 3
Findings.
The Commission hereby finds with respect to the Project as follows:
a. no persons will be displaced from their housing by the Project;
b. the Plan and the Project conform to the Bozeman Community Plan or parts
thereof for the City as a whole;
c. the Plan and the Project will afford maximum opportunity, consistent with
the needs of the City as a whole, for the rehabilitation or redevelopment of
the District by private enterprise;
d. there is expected to be a sound and adequate financial program for the
financing of the Project; and
e. the Project constitutes an urban renewal project within the meaning of the
Act and the Plan.
Section 4
Authorization; Sale of Bonds.
4.01. The Bonds. Pursuant to the approval and findings in Sections 2 and 3 hereof, it is
hereby determined that it is in the best interests of the City to offer for sale and issue its Tax
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Resolution 5126, Approving a Project in the Midtown URD, Known as Midtown Infrastructure Improvements
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Increment Urban Renewal Revenue Bonds (Bozeman Midtown Urban Renewal District), Series
2020 (the “Bonds”), in the maximum aggregate principal amount of $5,500,000, for the purpose
of paying costs of the Project and, if necessary or desirable, paying costs associated with the sale
and issuance of the Bonds.
4.02. Negotiated Sale. Pursuant to Montana Code Annotated, Section 7-15-4322, the
City may sell the Bonds at a public or a private negotiated sale as the governing body shall
determine. The Commission determines it is in the best interest of the City to sell the Bonds at a
private negotiated sale and desires to contract with a placement agent to privately place the Bonds
with a bank or banks. The Interim City Manager and City Finance Director or their designees
(including, without limitation, the Director of Economic Development) are authorized to select a
placement agent with respect to the Bonds (the “Placement Agent”).
4.03. Pricing and Terms. The Bonds are authorized to be sold to the purchaser of the
Bonds (the “Purchaser”) that provides the City the most favorable interest rate and other terms and
conditions, as determined in the sole discretion of the City, in consultation with the Placement
Agent. The Interim City Manager and City Finance Director are hereby authorized to provide or
make available, directly or through the Placement Agent, the terms and conditions relating to the
sale of the Bonds to banks and other financial institutions and solicit proposals to purchase the
Bonds. The City may, in its sole discretion, in consultation with the Placement Agent, accept a
proposal to purchase the Bonds, negotiate further with any proposer, or reject any and all such
proposals.
All costs of issuing the Bonds (including, without limitation, the fees and expenses of Bond
Counsel) shall be paid by the City as part of the financing, from proceeds of the Bonds or other
available sources.
4.04. Bond Purchase Agreement. The Interim City Manager or his designee (including,
without limitation, the Director of Economic Development) is hereby authorized and directed to
approve the final principal amount of the Bonds, dated date, term, whether all principal of the
Bonds is advanced at closing or in increments over time, payment dates and installment amounts,
interest rates, and redemption provisions of the Bonds, subject to the limitations contained in the
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Resolution 5126, Approving a Project in the Midtown URD, Known as Midtown Infrastructure Improvements
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preceding paragraphs and the Act. Upon approving such terms, the Interim City Manager or his
designee (including, without limitation, the Director of Economic Development) is hereby
authorized and directed to negotiate, approve, execute and deliver to the Purchaser a bond purchase
agreement (the “Bond Purchase Agreement”), containing the agreement of the City to sell, and the
agreement of the Purchaser to purchase, the Bonds on the terms so approved, and containing such
other provisions as the Interim City Manager or his designee shall deem necessary and appropriate.
The execution and delivery of the Bond Purchase Agreement by the Interim City Manager or his
designee shall be conclusive as to the approval of such officer of the terms of the Bonds and the
agreement of the City to sell the Bonds on such terms in accordance with the provisions thereof.
The form of the Bonds and the final terms and conditions thereof shall be prescribed by a
subsequent resolution to be adopted by this Commission.
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Resolution 5126, Approving a Project in the Midtown URD, Known as Midtown Infrastructure Improvements
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PASSED, ADOPTED, AND APPROVED by the City Commission of the City of
Bozeman, Montana, at a regular session thereof held on the 10th day of February, 2020.
___________________________________
CHRIS MEHL
Mayor
ATTEST:
___________________________________
MIKE MAAS
Interim City Clerk
APPROVED AS TO FORM:
___________________________________
GREG SULLIVAN
City Attorney
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Resolution 5126, Approving a Project in the Midtown URD, Known as Midtown Infrastructure Improvements
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CERTIFICATE AS TO RESOLUTION AND ADOPTING VOTE
I, the undersigned, being the duly qualified and acting recording officer of the City of
Bozeman, Montana (the “City”), hereby certify that the attached resolution is a true copy of
Resolution No. 5126, entitled: “RESOLUTION APPROVING CERTAIN
INFRASTRUCTURE IMPROVEMENTS IN THE BOZEMAN MIDTOWN URBAN
RENEWAL DISTRICT AS AN URBAN RENEWAL PROJECT, MAKING FINDINGS
WITH RESPECT THERETO AND APPROVING THE ISSUANCE OF TAX
INCREMENT URBAN RENEWAL REVENUE BONDS TO PAY COSTS THEREOF;
PRELIMINARILY AUTHORIZING THE ISSUANCE AND PRIVATE NEGOTIATED
SALE OF BONDS AND AUTHORIZING THE PROCESS FOR SELECTING A
PURCHASER THEREOF” (the “Resolution”), on file in the original records of the City in my
legal custody; that the Resolution was duly adopted by the City Commission of the City at a regular
meeting on February 10, 2020, and that the meeting was duly held by the City Commission and
was attended throughout by a quorum, pursuant to call and notice of such meeting given as required
by law; and that the Resolution has not as of the date hereof been amended or repealed.
I further certify that, upon vote being taken on the Resolution at said
meeting, the following Commissioners voted in favor thereof:
; voted against
the same: ; abstained from voting
thereon: ; or were absent: .
WITNESS my hand officially this 10th day of February, 2020.
MIKE MAAS
Interim City Clerk
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