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HomeMy WebLinkAboutBozeman MT Economic Dev Proposal White + Burke 04 05 2021Professional Services Proposal in Support of Economic Development April 5, 2021 Professional Services in Support of Economic Development, TIF Finance Projects, and Development Planning Proposal City of Bozeman, Montana Table of Contents I. Executive Summary 1 II. Team Profile 2 III. Firm Qualifications 4 IV. Project Experience 14 V. Recent and Current Work for the City of Bozeman 23 VI. References 24 VII. Price Proposal 26VIIi. affirmation of nondescrimination 29 Professional Services in Support of Economic Development, TIF Finance Projects, and Development Planning Proposal City of Bozeman, Montana 1 I. Executive Summary White + Burke Real Estate Advisors and DHM Design are excited to present this proposal to the City of Bozeman as partners for economic development focused on getting projects built. Working in allied fields, we have decades of experience in planning, conceptualization, analysis, and successfully building projects in communities with diverse scale, challenges, and character. Together, we envision being nimble and responsive to evolving needs as Bozeman pursues its economic development plan and takes an active role in developing public-private partnerships. What sets both firms apart from competition is our focus on getting projects built in the real world. Planning is important but primarily a steppingstone to action. Action is where both firms shine. We have vast experience in moving both public and private projects off paper and into the ground. We know what it takes to make concepts into reality. Our team’s decades of experience with economic development plans and projects shows our depth of expertise in the areas Bozeman seeks. Our work assisting communities with creating, managing, and developing projects in their Tax Increment Financing Districts is directly applicable to helping Bozeman with projects in its urban renewal districts. White + Burke has years of experience with TIF, as well as with zoning regulations, multi-layered project financing, project management of complex projects, public-private partnerships, and negotiating development agreements – resulting in projects getting built. DHM Design has worked in numerous communities using rich experience in visioning, creative problem-solving, and conceptual images to build excitement and support for revitalization projects among stakeholders, neighbors, and the community. Leading projects from vision to completion is what both firms strive for. And we are pleased to offer our powerful collective experience to the City of Bozeman. Professional Services in Support of Economic Development, TIF Finance Projects, and Development Planning Proposal City of Bozeman, Montana 2 II. Team Profile White + Burke Real Estate Advisors, Inc. Building strong communities has been at the core of White + Burke’s (W+B) purpose for more than 30 years. While many firms plan projects, our emphasis has always been on implementation – getting things built. Working with municipalities, institutions, and private businesses, we have helped foster hundreds of millions of dollars in development projects. Whether public or private, our projects help strengthen communities, create jobs, and build the economy. Because we work with both public sector and private sector clients, we understand what it takes to move projects off paper and onto the ground. Working together – we get it built. In economic development, downtown revitalization, and private development projects, success requires both big picture vision and deep expertise in the myriad of details. W+B has a proven track record of both. Vision points the direction. Realistic, real-world expertise accomplishes the projects that help get there. We’re less about the pretty pictures (although we do those too) than we are about the nuts and bolts (and oftentimes complex deals) that result in a new building or substantial renovation. W+ B works in conjunction with clients and the entire development team, including architects, attorneys, engineers, and lenders to provide overall coordination and specialized expertise in feasibility analysis, market analysis, economic development, public-private partnerships, permitting, neighbor and public relations, financial analysis and packaging, asset management, strategic problem solving, and commercial brokerage. The firm includes four Project Managers, inclusive of company president David White, and one dedicated broker. The W+ B team is widely recognized as elite professionals within the real estate advisory sector. For 25 years David White has been one of an elite group of only about 1,000 people world-wide who hold the most prestigious real estate designation, Counselor of Real Estate (CRE). He has a Master’s of Science degree in Community Economic Development. David, Stephanie Clarke, and Joe Weith are Certified Commercial Investment Members (CCIM), which is based on a multi-year program of education and testing focused on financial and market analysis for commercial and investment real estate. Gail Henderson-King and David White are both certified by the National Development Council as Economic Development Professional Services in Support of Economic Development, TIF Finance Projects, and Development Planning Proposal City of Bozeman, Montana 3 Finance Professionals (EDFP). W+B also hosts the largest real estate conference in northern New England each year, the Vermont Development Conference. DHM Design DHM Design is a story of continuous innovation and growth. We are landscape and ecological professionals who call the West home. We are vigorous users and lovers of the outdoors, committed to both environmental and cultural preservation. Since our founding in Denver in 1975, our employee-owned Corporation has expanded with offices in Carbondale, Durango, Bozeman, and Missoula. Our roster now includes professionals in landscape architecture, natural resource management, horticulture, land use planning, graphic design, 3D modeling and computer imaging, plus some who also hold degrees in enriching fields like studio art, anthropology and philosophy. Our work is primarily in the American West, from the Front Range across the Great Basin to the Sierra Nevada. We plan and design for civic spaces, commercial and urban development, small- town revitalizations, parks and open spaces, and private legacy projects. This connection has instilled in us a deep sensitivity to the necessary balance between protecting nature and revealing how it can be enjoyed. We advocate a collaborative design process, working hand-in-hand with our clients, their communities and the design team to turn ideas into reality. Skilled in facilitation and graphic presentations, our ability to produce compelling and descriptive graphics on the spot brings visual meaning to the discussion and keeps the planning and design process accessible and engaging for all participants. We consider it a calling to create balance between form and function, vision and budget, desire and need. With a holistic approach that incorporates all elements, including programming, site characteristics, culture and history, engineering, drainage, and environmental factors, we are able to create balanced site plans. DHM excels at achieving project goals while satisfying diverse interests and creating places that fit within the larger context of environment and community. Professional Services in Support of Economic Development, TIF Finance Projects, and Development Planning Proposal City of Bozeman, Montana 4 III. Firm Qualifications White + Burke Real Estate Advisors, Inc, is partnering with DHM Design to provide the City of Bozeman a diverse team of professionals with extensive experience creating and implementing economic development projects. While we have never worked together before, our conversations make clear that we share a similar ethic and deep commitment to building strong communities. Both firms have decades of experience collaborating with colleague firms, building on the strengths of each to maximize results for clients. For this effort, DHM brings superb design expertise and intimate knowledge of Bozeman, while W+B provides the deep expertise in market analysis, financing, public-private partnerships, and deal-making that gets things done. In our work for Bozeman, we will involve principals from both firms along with other key staff as appropriate for a given assignment. Gail Henderson-King will act as overall Project Manager and the central point of contact. She will be supported throughout by principles of each firm. Given the range of possible assignments described in the RFP/Q, each may require a different mix of skills. Gail will call on the appropriate personnel from each firm who are best suited to each assignment. Team Organization Chart White + Burke Real Estate Advisors, Inc. W+ B was built on a foundation of community development. The company’s president began his career doing downtown revitalization in Vermont’s capital city. Some years later he started the firm to help build places for Vermonters to live, work, and play. Having experience on both sides of projects – public and private – has informed our approach to economic development strategy and implementation. We have deep appreciation for each side’s priorities, motivations, Professional Services in Support of Economic Development, TIF Finance Projects, and Development Planning Proposal City of Bozeman, Montana 5 and requirements. That enables us to negotiate public-private partnerships and maximize public benefits, while being profitable enough to attract private investment. Building and executing an economic development strategy requires a long-term commitment and a step-by-step approach. Typically, success comes through incremental progress and gradually building momentum. Sometimes things start with a major project that comes together through a massive multi-stakeholder effort. Other times it is smaller ones that eventually stimulate larger ones. Each community is unique with differing issues and opportunities that call for tailored strategies. Economic development analysis is an essential initial component to understanding the possibilities and where the barriers lie. It is complex work and requires in-depth research and analysis of the local market, regulations, business environment, and specific opportunities. Ultimately, there must be one or more users identified that are interested in coming to town, moving, or expanding to make a private project feasible. They could be businesses, governmental agencies, non-profits, or residential projects. The market analysis is key in understanding the current conditions, regardless of history or aspirations. For example, in assisting the Vermont State Colleges system in 2019 and 2020, we conducted market analyses for their campuses to understand the opportunities for collaboration and disposition of some of their underutilized properties. Using existing resources like brokerage market reports or findings by the Chambers of Commerce can be helpful. Tools like the Site to Do Business and GIS programs are also a good way to establish the baseline. But the most valuable approach in market analysis is individual interviews with key local and regional stakeholders. It was through these methods that we were able to isolate a few properties that would be most profitable or have the best potential for the Colleges by attracting developers and meeting community needs. An early challenge is to identify projects that have near term potential. Some may be public sector projects, such as parking or streetscape. Others may be private sector projects that need public support. The key is for the municipality to play an active and entrepreneurial role. In St. Johnsbury, Vermont, the economic development office has spearheaded a revitalization effort for their Main Street, where there were several historic underutilized or vacant properties. W+ B’s role began in 2018 with evaluating the feasibility of instituting a Tax Increment Financing Professional Services in Support of Economic Development, TIF Finance Projects, and Development Planning Proposal City of Bozeman, Montana 6 (TIF) District in downtown. Unfortunately, scale was insufficient. Our analysis showed there was not enough critical mass to justify the administrative overhead of managing a TIF District. In order to be viable, a few key projects we identified would require more commitment from property owners and tenants than they were willing to make. Instead, W+B led the Town to focus on three key properties, two of which are municipally owned. The Armory, a historic structure from 1916, sits vacant with $1.2 million of brownfield remediation needed before it can be reused. Down the street, the fire department, police, and emergency dispatch are co-located in a too-small building needing repair and remediation as well. Across the street from the Armory is a vacant lot owned by a non-profit that is prime for badly needed multi-family housing. W+B is currently working with the Town to remediate and repurpose the old Armory into the new home of the police and dispatch services. The fire department is searching for a new location in a more centralized location, which would leave the current public safety building vacant. We have positioned this property to be ready for market in 2023 and have spoken with private entities who are interested in converting the historic building into mixed use – including a brew pub and apartments. With the Armory functioning as a public safety building, the vacant land across the street becomes more valuable and desirable as housing. Getting to this point included an extensive alternatives analysis. We ran the financials of a scenario where the Town remediated the Armory and sold the property to a private developer to lease it back for the police and dispatch. This would have resulted in a higher operating cost for the Town but would have put the property on the tax rolls and would have demonstrated the municipality’s support of the private sector. Ultimately, the total price tag far exceeded the cost of self- developing and could not be justified to the voters. But converting the Armory to a public safety building shows the Town’s investment into the downtown and shows the Town’s commitment to creating pathways for private opportunities. W+B generated Selectboard and public support, particularly gaining confidence through the financial proformas and extensive research into funding opportunities and possible private interest. For a decade, W+B has been deeply immersed in St. Albans, Vermont. Working closely with the City Manager, we established a TIF district with the goal of fostering private investment: new and expanding businesses, renovated buildings, and new construction. To accomplish this, we negotiated numerous successful public-private partnerships that have collectively added over 60% to the taxable grand list within the TIF district. In a community where market rents are not sufficient to pay the cost of new construction or substantial renovation projects, one key has been maximizing use of public incentives such as TIF, and including New Market Tax Credits, low interest subordinate public loans, as well as municipal and institutional investment in private projects. Public-private partnerships can emerge at any time – brought forward by the private sector or through serendipity. Other times, especially in smaller, more challenging markets, the Professional Services in Support of Economic Development, TIF Finance Projects, and Development Planning Proposal City of Bozeman, Montana 7 municipality itself needs to create the opportunity. Fostering economic development sometimes requires a municipality to take entrepreneurial risks – perhaps purchasing a key property and managing the brownfield clean-up before flipping it to a developer, or maybe investing in private projects to close a loan-to-value ratio problem, thereby enabling a conventional lender to participate. Planning and marketing of opportunities are important. But sometimes more active leadership and risk-taking is the spark that’s gets things moving. The Bozeman economic development strategy and analysis will not be a plan that sits on a shelf. White + Burke’s goal is to get projects done. Implementation and public-private partnerships are key to having the City control its own destiny in setting the stage for a thriving community. DHM Design URBAN DESIGN + BUILT ENVIRONMENT ASSESSMENTS Sense of space, human scale, proportion, relationship to building facades, and materiality are critical components in understanding and celebrating the built environment. Navigating the regulatory and public process for high profile projects with public emotional ownership and commercial value requires a specialized skill set. It requires equal parts knowledge of the code and of the culture, and strategic thinking that seeks consensus and genuine public feedback while achieving project milestones. An understanding of the trends of the market, and an ability to project costs into the future also adds value to the decision-making process. There are several core areas we focus our assessments and recommendations to identify the opportunities and challenges of a community through multiple lenses. Built Environment Infrastructure Elements such as road types, streetscape, intersections and crosswalks, traffic control, and public transportation. Walkability and Bikeability The complex layers of design include consideration of density, bike lanes and a mix of uses that provide both a destination and the means to get there, either by car, foot or bicycle. Recreational Sites and Structures The recreational assets of a community are as unique as the people in each area. We start with the land, assessing features and open space elements, parks, trails and cultural landmarks that contribute to the outdoor experience. Professional Services in Support of Economic Development, TIF Finance Projects, and Development Planning Proposal City of Bozeman, Montana 8 As a Senior Project Manager, Gail successfully leads real estate development ventures from assessment and analysis to action planning and implementation by focusing on the clients needs, managing diverse teams, and providing clear guidance. Prior to joining White + Burke, Gail worked in the public and private sectors on projects ranging from downtown streetscape revitalization and area wide brownfield assessment to capital improvement plans and grants management. She brings this diverse background and expertise in land use assessment and permitting, and community planning to her projects. Gail is adept at organizing large and small projects and teams, employing creative problem solving, leading strategic planning and feasibility analyses, guiding downtown revitalization initiatives, and managing local, state and federal permitting. PROJECT EXPERIENCE Durkee Street Downtown Revitalization – Plattsburgh, NY Gail served as project manager to the City Community Development Director for the redevelopment of an existing 4-acre municipal parking lot on Durkee Street along the Saranac River through a public private partnership for a mixed use development. Keystone of the Downtown Revitalization Initiative (DRI) awarded by the State of New York, the Durkee Street mixed-use development will be the catalyst to help with additional revitalization efforts downtown. Efforts included leadership of project team, feasibility assessment and strategy, financial analysis, due diligence and permitting assessments and strategies, public private partnership guidance and negotiations. Downtown Redevelopment Project - City of St. Albans, VT Gail served as project manager for a new municipal parking garage and relocation of State offices outside of the downtown to a new privately owned State Office Building located within the City core. Efforts included leadership and coordination of project team, development and implementation of project schedules and action plans, project permitting, and consensus building with key stakeholders. Springfield TIF District Development – Springfield, VT Gail served as project manager for the development planning of a proposed Tax Increment Financing (TIF) district in the downtown. The TIF district would enable the town to consolidate and improve parking, foster the renovation and leasing of blighted buildings, link properties via a riverwalk, and spur the reuse of several large industrial complexes. Efforts included stakeholder analysis, local development research and conversations, financial analysis, process management with Selectboard and State, TIF Plan and application drafting, public presentations, and voter education. Education M.L.A. - Cornell University B.A., Human Ecology - College of the Atlantic Certifications & Accreditations Economic Development Finance Professional (EDFP), National Development Council Dale Carnegie, Class of 2017 PSMJ Project Management Program Certification, 2010 State of Vermont - Registered Landscape Architect Memberships American Society of Landscape Architects – Member, Trustee, Honors and Awards Committee past member Vermont Chapter of the American Society of Landscape Architects – Member, HALS Liaison, HALS Committee, Past President Vermont Planners Association - Member Leadership Town of Shelburne Tree Committee Member, Chair Landscape Architects Advisory Panel, Office of Professional Regulation - Member Champmasters Toastmasters Burlington Treasurer, Past Secretary Vermont Businesses for Social Responsibility, Public Policy Committee - Past Member Gail Henderson-King Senior Project Manager Professional Services in Support of Economic Development, TIF Finance Projects, and Development Planning Proposal City of Bozeman, Montana 9 A love of downtowns was the genesis of David’s real estate career. As a volunteer, he was a founding member of the board of a non-profit downtown revitalization organization in Vermont’s state capital, Montpelier. That led to him later becoming its first executive director and then earning a Master’s of Science degree in Community Economic Development. He subsequently moved inside city hall to become the Director of Community Development for Montpelier. Fast forward 40 years and helping downtowns remains one of his passions. David is particularly adept at identifying overlooked opportunities, brainstorming creative solutions, negotiating development agreements, and packaging diverse sources of funding for project financing. PROJECT EXPERIENCE St. Albans Downtown Revitalization, St. Albans, VTServing as lead advisor and strategist to the City Manager for ongoing downtown revitalization effort. Over the past decade, $100 million in public and private investments include establishing a Tax Increment Financing (TIF) district, a 370-space public parking garage, a privately-owned state office building, a multi-building mixed use development, new hardware store, expanded pharmaceutical plant, expanded dairy plant, along with cleaned up brownfields and numerous public improvements. Efforts included financial analysis of TIF district and development projects, developer negotiations, financial packaging, and public presentations. Onion River Co-op/City Market, Burlington, VTServed as project manager on behalf of a consumer-owned food co-op for the development of a 30,000 sq ft store in downtown Burlington. The last conventional grocery store had closed in downtown, and the City wanted to fill the gap. Simultaneously a small (3,500 sq ft) 30-year-old food co-op located outside downtown wanted a new and much larger home. Efforts included negotiating site control of a City-owned property, financial analysis and packaging, representing the co-op at public meetings, obtaining permits, and overseeing bidding for and construction. Moran Plant, Burlington, VTServed as lead advisor to the Burlington Community and Economic Development Office for redevelopment of defunct city-owned, coal-fired electric generating plant. Located on the shore of Lake Champlain, the Moran plant had been a vacant eyesore for over 20 years. The selected strategy was to redevelop the building as a multi-tenant, public/private/nonprofit recreational facility. Ultimately the project did not go forward due to political opposition. Efforts included responsibility for all financial analysis and structuring including use of NMTC, TIF, CDBG, Brownfield funds, and private investment. Also, team management, public presentations, tenant negotiations, and permitting. Education M.S., Community Economic Development – Southern New Hampshire University B.A., Liberal Arts – Goddard College Certifications & Accreditations CRE, The Counselors of Real Estate CCIM (Certified Commercial Investment Member), National Association of Realtors EDFP, National Development Council CRRP, International Council of Shopping Centers State of Vermont – Licensed Real Estate Broker Memberships Vermont Community Development Association – Member Vermont Planners Association – Member Vermont Land Trust – Member National Trust for Historic Preservation – Member National Association of Realtors - Member Vermont Association of Realtors - Member Leadership Vermont Community Development Association – Past President Spectrum Youth and Family Services – Past President Vermont Community Loan Fund – Founding Board Member and Past President Montpelier on the Move – Founding Board Member and Past Treasurer David G. White President Professional Services in Support of Economic Development, TIF Finance Projects, and Development Planning Proposal City of Bozeman, Montana 10 A member of the White + Burke team since 2006, Stephanie brings an acute command of organization, an eye for detail, and a keen instinct to her work. In her role as senior project manager, she works with municipalities, institutions, and businesses to accelerate their real estate and mission-based goals. From 30,000 feet and down into the weeds, Stephanie uses a scaffolded approach to economic development strategies. She carefully keeps an eye on the big picture and the minutiae, simultaneously addressing community needs incrementally and imaginatively. Stephanie thrives on resolving challenges using her CCIM training to find solutions through financial and market analysis. She is known by her clients for bringing projects to a successful conclusion in a timely and cost-effective manner. PROJECT EXPERIENCE Montpelier City Parking Garage – Montpelier, VTServed as project manager to the City for the development of a public-private partnership to construct a 348-space public parking garage to serve an 89-room hotel and downtown Montpelier. The project was complicated by contaminated soils, limited land area, abutters, and ultimately, appellants. Efforts included financial analysis and proformas, plan review, budget management, public and neighbor relations, negotiations, obtaining funding, and management of brownfield assessments. Bennington Tax Increment Financing District Development – Bennington, VTServed as project manager to the Town for the development of the downtown TIF District. As the state’s first town, this area was suffering from aging infrastructure, population decline, and poor economic conditions. The TIF District enabled the redevelopment of several properties in the core of downtown, attracting new locations for some of the county’s primary employers. Efforts included stakeholder analysis, local development research and conversations, financial analysis, process management with Selectboard and State, TIF Plan and application drafting, public presentations, and voter education. St. Johnsbury Tax Increment Financing District Feasibility Analysis St. Johnsbury, VTServed as project manager to the Town for an analysis of TIF District feasibility. Suffering from low rents, limited demand for commercial space, and significant topography challenges, the community needed a strategy for revitalization particularly for vacant or underutilized properties. The analysis found TIF was not the appropriate tool given the lack of sufficient private commitment to development and the team opted for a more targeted approach to redeveloping key sites. Efforts included stakeholder analysis, community conversations, financial analysis, alternatives assessment, TIF analysis, and public presentations. Education M.B.A - Champlain College B.A., Sociology - University of Vermont Certifications & Accreditations CCIM (Certified Commercial Investment Member), National Association of Realtors - Certification, NAR Leadership Champlain, Class of 2015 State of Vermont - Licensed Real Estate Salesperson Memberships Chittenden Commercial Real Estate Association - Member National Association of Realtors - Member Vermont Association of Realtors - Member Vermont Planners Association - Member Leadership Champlain College Board of Trustees - Trustee Northfield Mutual Holding Company - Corporator Congressman Welch’s Business Advisory Council - Member Alumni Committee, Leadership Champlain - Member Stephanie T. Clarke Vice President Professional Services in Support of Economic Development, TIF Finance Projects, and Development Planning Proposal City of Bozeman, Montana 11 With more than 30 years’ experience working on both the public and private sides of land planning, corporate real estate and development consulting, Joe brings a unique perspective and extraordinary insight to his work on behalf of clients as Senior Project Manager. Through his real estate advisory work at White + Burke and having worked for many years as a municipal planning director and real estate director for a national retailer, Joe provides expert understanding and advice in analyzing and securing sites for development, deal-making, conducting market and trade area analysis, financial analysis, successfully navigating the permitting and approval process, and managing complex projects. He is extremely detail-oriented and results-driven. PROJECT EXPERIENCE Redevelopment of Historic Armory Building – St. Johnsbury, VTCurrently serving as development advisor to the Town Manager for redevelopment of a historic downtown armory building into a police station and regional dispatch center. Efforts include financial analysis and proformas, environmental remediation, research and securing alternative funding sources, public outreach, and overseeing the due diligence, design and permitting process. Development Feasibility Analysis for a Downtown Mixed-Use Health Care and Residential Building – Berlin, NHServed as project manager to a non-profit developer to conduct a feasibility analysis of a new mixed-use health and wellness center/residential building in downtown Berlin. Efforts included conducting a market analysis, programming and preliminary design, outreach to potential partners and tenants, and financial analysis and proformas including evaluation of NMTC and other alternative funding sources. Downtown Development Strategic Analysis – City of Newport, VTServed as project manager to the City Manager and regional development corporation for a downtown redevelopment strategy with particular focus on a prime downtown block that was razed and has sat vacant for several years. Efforts included conducting a market analysis, outreach to community stakeholders, financial analysis and proformas, and formulation of a next steps action plan. Downtown Economic Development Strategy – Windsor, VTServed as project manager to the Town Manager to assess current market conditions and formulate an economic and redevelopment strategy for downtown Windsor. Efforts included conducting a market analysis, outreach to community stakeholders, identification of several “real” near-term development/redevelopment opportunities, and formulation of an action plan for pursuing the identified development/redevelopment opportunities. Education M.A. Urban Planning & Policy - University of Illinois at Chicago B.A. - University of Vermont Certifications & Accreditations CCIM (Certified Commercial Investment Member), National Association of Realtors Certification, National Association of Realtors State of Vermont - Licensed Real Estate Salesperson Memberships International Council of Shopping Centers - Member National Association of Realtors - Member Vermont Association of Realtors - Member Chittenden Commercial Real Estate Association - Member Vermont Planners Association - Member Leadership Preservation Realty Holdings Board of Directors (subsidiary of Preservation Trust of Vermont) - Member Burlington City Arts Board of Directors - Past Member Northern New England Chapter of the American Planning Association - Past President Joe Weith Senior Project Manager Professional Services in Support of Economic Development, TIF Finance Projects, and Development Planning Proposal City of Bozeman, Montana 12 MATTHEW WHIPPLE Principal | NRPA Matthew is a leader in streetscapes, parks, recreational, open-space, and community campus facility planning & design with 26 years of experience helping communities and government agencies develop effective and sustainable solutions. His dedication to responsible design and excellent client service has led to a wide range of successful project types and scales. Matthew’s extensive experience with existing and proposed recreational facilities, knowledge of natural resource issues, detailed design and construction experience, understanding of development costs and outstanding communication skills allow him to exceed project management expectations. NOTABLE WORK Windsor Cottage Subdistrict | Windsor, CO The Windsor Cottage Sub-District is a quaint street of residential homes that have been converted to commercial businesses now seeking to define an identity within the existing downtown area. DHM provided a plan for phased, creative placemaking to increase both visitation and commerce to their respective businesses. The team started by creating a case study report of similar challenges faced in other business districts. Strategies for Windsor were then developed that included streetscape beautification, sidewalk widening, space for merchants to display inventory closer to the public realm, and traffic calming. Improvements were phased to dovetail with funding coming from multiple sources and a potential right-of-way purchase. Throughout the process, DHM worked closely with the business owners to make sure their voices and priorities were heard. West Edge Redevelopment | Cheyenne, WY International Economic Development Council - Bronze Award in New Media, 2015 The City of Cheyenne needs an adequate storm drainage system for the downtown and near west side. DHM was part of a team that helped the City win a $1 million Brownfield EPA Coalition Grant to help the community redevelop the west side into a revitalized downtown amenity. This project will incorporate essential stormwater drainage management and stormwater quality features within a park amenity and create connectivity to the Greater Cheyenne Greenway System. Our many years of brownfield revitalization experience have shown us that economic development blossoms when arts and cultural investments bring people into the community. Coulson River Park | Billings, MT CCASLA Merit Award, 2020The future of Coulson Park is being re-evaluated through a holistic master planning framework, fed by a robust public outreach process, including meetings with the Billings Parks and Recreation staff, project Steering Committee and Stakeholder Groups. The team has also hosted a number of events to prompt discussion with the public in addition to online surveys to gather feedback throughout the design process. The City of Billings Parks and Recreation Department, along with the project design team led by DHM Design, are committed to bringing forward a design that is community lead and inspired, and ultimately reflects the vision of the Billings community. ABOUT EDUCATION B. of Architectural Design Hamilton University, 1995 ORGANIZATIONS National Recreation and Park Association AREAS OF EXPERTISE Community Planning Public Process Project Management Construction Documents Construction Administration Open Space Planning & Management Trails System Planning & Implementation RELATED PROJECTS Dove Valley Streetscape; Arapahoe County, CO Reunion Streetscape; Commerce City, CO Greenwood Village Streetscape; Greenwood Village, CO 48th Avenue Streetscape; Denver, CO Meadows Streetscape; Castle Rock, CO Cordera Filings 1, 2 & 3 Master Planning; CO Springs, CO Grant Street Medians; Northglenn, CO Northglenn Medians at 1-25 and 104th Ave; Northglenn, CO Reunion Streetscape; Commerce City, CO The Farm at Arapahoe County; Arapahoe County, CO The Preserve at Greenwood Village Streetscape; Greenwood Village, CO CONTACT mwhipple@dhmdesign.com 406.218.2167 www.dhmdesign.com Professional Services in Support of Economic Development, TIF Finance Projects, and Development Planning Proposal City of Bozeman, Montana 13 ABOUT EDUCATION BS in Landscape Architecture, Colorado State University, 1998 Associates in Liberal Arts, SUNY Delhi, 1992 REGISTRATIONS Registered Landscape Architect | Colorado 2009 - Present Member, American Society of Landscape Architects 2009 - Present Board Member, ASLA Education Committee 2012 - 2014 PUBLICATIONS “SketchUp for Site Design: A Guide to Modeling Site Plans, Terrain and Architecture, “Rendering in SketchUp: From Modeling to Presentation for Architecture, Landscape Architecture and Interior Design,” “Google SketchUp for Site Design: A Guide to Modeling Site Plans, Terrain and Architecture,” AREAS OF EXPERTISE 3D Modeling and Visualization Using Sketchup, Lumion and Other 3D Applications Proficiency in Various Software Programs Including AutoCAD, Adobe Suites, Video Editing Software and Microsoft Office Over 10 Years of Project Management Experience Small Client to Large Exhibit Presentation Skills Design and Construction Documents Marketing and Business Development DANIEL TAL Senior Associate / 3D Designer | ASLA | Professional Landscape Architect (CO) Project Role: Vitalization Specialist Daniel Tal is a registered landscape architect with over 18 years of experience. Daniel has worked on a variety of projects ranging from large master plans to legacy projects in the US and internationally. Daniel is a 3D modeling and visualization expert. He has authored two books with Wiley and Sons publications on 3D modeling for professionals: Google SketchUp for Site Design and Rendering In SketchUp. NOTABLE WORK North 7th Avenue Planning | Bozeman, MT DHM Design developed multiple studies and concept designs for the planning and redevelopment of the North 7th Avenue in Bozeman, Montana. 3D comparison models were designed to show the existing, low density, mixed density, and maximum density infills. The model images show the end result of 3 phases of implementation: Adaptive reuse and renovation to the existing buildings, Phase 1 growth and Phase 2 growth. All development models followed the existing code, in particular a minimum 12’ setback from the back of the curb to the front of the buildings and a 60’/5 story height limit to the buildings. DHM also created figure ground diagrams that show the building massing envelops, phased rendering diagrams, and eye level character views to better demonstrate the corridors scale and feel. Finally, concept character renderings were designed to show scale, proposed streetscape conditions and relative eye level views to demonstrate the potential character for the mixed density development. Longmont South Main Development Visualization | Longmont, CO Looking to revitalize the economic and environmental health of their community, the Town of Fairplay selected DHM to redesign the town’s most visited river park and prepare the Fairplay River Park Master Plan. Protecting the river, floodplain, and wetlands has a direct role in the environmental and economic health of the community. A major component in the task order was prioritizing conservation areas. DHM identified these areas and provided recommended interventions to maintain, enhance, and reestablish the ecology of these areas while restoring and preserving critical stream functions and services. The results of this ecological planning process promote positive interactions between the users of the park while protecting the natural environment Durango Character Districts | Durango, CO The City of Durango is undertaking an ambitious, multi-year character district planning process to create a framework of coordinated district plans that define the unique character of each district and provides a vision for the future. This included the development of character district renderings from a macro to micro view. Analyzing existing development code language for these Districts, producing conceptual visualizations of potential redevelopment and public projects, as well as translating existing City policy documents into amendments to the Land Use and Development Code. Daniel worked with the city to generate multiple 3D planning scenarios along key stretches of Durango’s downtown core demonstrating the building mass, use types, architectural and site design requirements for existing sites, as well as potential future improvement scenarios. Professional Services in Support of Economic Development, TIF Finance Projects, and Development Planning Proposal City of Bozeman, Montana 14 IV. Project Experience Case studies for the team highlight the depth of experience of White + Burke and DHM Design are provided in the following pages and highlight our experience in the Scope of Services outlined in the Request for Proposals/Qualifications. 1. Economic Development Strategy and Implementation ŠNewport Downtown Development Strategic Analysis ŠSpringfield Community Downtown Revitalization Analysis 2. Economic Development and Real Estate Financial Analysis ŠSt. Albans Targeted Area Wide Planning Study ŠWindsor Strategic Analysis 3. Public-Private Partnerships ŠSt. Albans Downtown Revitalization ŠMontpelier Parking Garage 4. Building and Development Conceptualization ŠBozeman Northeast Neighborhood Plan ŠNorth 7th Avenue Planning Professional Services in Support of Economic Development, TIF Finance Projects, and Development Planning Proposal City of Bozeman, Montana 15 Newport downtown development strategic analysis newport, Vermont Solution and BenefitWhite + Burke worked with City of Newport officials to formulate a downtown development strategy with particular focus on redevelopment of a prime downtown block that was razed and has sat vacant for several years. The resulting strategy provided the City with an action plan to be proactive and pursue redevelopment in the downtown. Our work included: ▪Market analysis to understand market and economic conditions and level of demand to support redevelopment, ▪Opportunities and constraints analysis, ▪Outreach to multiple community stakeholders including business owners and representatives, owners of commercial, industrial and residential property, developers, property managers, real estate brokers, institutional entities, nonprofit development corporations, nonprofit cultural organizations, lenders, and governmental officials, ▪Development of financial analysis, and ▪Action plan to pursue several redevelopment projects including preliminary site planning and analysis, land acquisition, incentives, financing, and securing a development partner.Since project completion, the City has implemented several action items including, but not limited to, hiring of a downtown development coordinator, preparation of a downtown master plan and streetscape plan, completion of a hotel feasibility analysis, and performing an appraisal of the vacant city block. The City is currently in discussions with State and regional economic development agencies to acquire the city block property for a public-private mixed-use development. Location: City of Newport, VT Project Area:Downtown Newport Program: Downtown development strategic analysis Client: City of Newport, VT Challenge The City of Newport needed a comprehensive review of options for economic development and revitalization of its downtown with a specific focus on a razed city block on Main Street. Professional Services in Support of Economic Development, TIF Finance Projects, and Development Planning Proposal City of Bozeman, Montana 16 springfield community downtown revitalization analysis springfield, Vermont Solution and Benefit White + Burke reviewed what has been done, what was in the works, and what was possible for downtown Springfield revitalization and created a work action plan with clear recommendations for next steps. This involved: ▪Reviewing previous studies, interviewing stakeholders, and identifying assets that set Springfield apart from other communities and have potential to be part of the downtown vision, ▪Identifying and ranking potential projects as short, intermediate, and long term priorities as well as potentially valuable project and bolder ideas that could be possible, ▪Each potential project included the benefits and impacts to the community and downtown along with action steps for implementation, and ▪Identifying funding opportunities and sources from New Markets Tax Credits and establishing a Tax Increment Finance district to community based financing and grant programs. Since project completion, the Town has implemented several of the recommendations including phase I construction of the streetscape master plan improvements, creation of a downtown Springfield Revitalization fund, and opening up the riverfront with a new downtown park. On behalf of a local consumer-owned food coop located outside downtown, White + Burke successfully negotiated purchase of a downtown building. It is being renovated and the downtown food coop will open in May 2021. Location: Springfield, Vermont Project Area: Downtown Program:Downtown revitalization plan Client: Town of Springfield Challenge Numerous economic development plans and studies have been completed for the Town over the past decade. Implementation of some of the recommendations occurred with mixed success. Town leaders were anxious to move from studies to implementation by concentrating on making projects happen along with actively promoting the downtown to attract new businesses and residents. The Town needed an assessment of the myriad opportunities, ideas, and plans to determine priorities and develop a specific action plan for moving forward. Professional Services in Support of Economic Development, TIF Finance Projects, and Development Planning Proposal City of Bozeman, Montana 17 st. albans targeted area wide planning study St. Albans, Vermont Solution and BenefitWhite + Burke led a project team consisting of development, environmental, and design professionals in conducting a targeted area wide planning study for a key block in downtown St. Albans. The project included an assessment of existing conditions and barriers to redevelopment, identification of opportunities and strengths, preparation of conceptual site designs, and financial feasibility analysis, and culminated in the formulation of realistic redevelopment strategies for several underutilized properties in the study area. The area wide plan provided a grand new vision for a neglected area of downtown St. Albans and presented important next steps to be taken by the City, property owners, developers, and investors to see this area transform into an attractive and vibrant piece of downtown. Our work included: ▪Management of the overall project and team, ▪Market analysis to understand general market conditions and level of demand to support redevelopment, ▪Development financial analysis and coordination of public outreach and participation, and ▪Formulation of realistic redevelopment strategies.Since project completion, the City worked in partnership with a private developer to acquire a vacant, City owned historic building and redevelop it into a dance studio and apartments. The City also amended its zoning regulations to allow increased residential density and completed plans to upgrade infrastructure in the area including reconstruction of two key streets with streetscape improvements. Location: City of St. Albans, Vermont Project Area:9 acres Program: Redevelopment strategy for key block in downtown St. Albans Client: Northwest Regional Planning Commission and City of St. Albans Challenge City of St. Albans wanted to spur redevelopment of an important City block impacted by brownfields and a history of neglect and underutilization. Professional Services in Support of Economic Development, TIF Finance Projects, and Development Planning Proposal City of Bozeman, Montana 18 windsor strategic analysis windsor, Vermont Solution and Benefit White + Burke worked with Town officials and community stakeholders to formulate an economic and redevelopment strategy for downtown Windsor. The resulting strategy provided the Town, property owners, developers, and investors with a next steps action plan for attracting new development and investment into the downtown. Our work included: ▪Market analysis to understand general market and economic conditions and level of demand to support development/redevelopment ▪Outreach to multiple community stakeholders including business owners/representatives, owners of commercial, industrial and residential property, developers, property managers, real estate brokers, institutional entities, nonprofit development corporations, nonprofit cultural organizations, lenders, and governmental officials. ▪Development financial analysis ▪Identification of several “real” and near-term development/redevelopment opportunities in the downtown ▪Formulation of an action plan to pursue a development/redevelopment project including preliminary site planning and analysis, incentives, financing, and securing a development partner. Since project completion, the Town has initiated implementation of several of the action plan recommendations including commencing discussions with a developer to acquire a prime Town owned property on Main Street for a mixed use residential/commercial development. The Town has also been assisting a group of local investors with potential acquisition of a key building in the downtown for redevelopment into a mixed residential/commercial use. Location: Windsor, Vermont Project Area:Downtown Windsor Program: Economic development strategy for downtown Windsor Client: Town of Windsor, Vermont Challenge The Town of Windsor wanted an assessment of the general economic condition in town and to identify one or more near-term development or redevelopment projects with potential to succeed for revitalizating downtown. Professional Services in Support of Economic Development, TIF Finance Projects, and Development Planning Proposal City of Bozeman, Montana 19 St. Albans Downtown revitalization St. Albans, Vermont Solution New City leadership took an entrepreneurial approach, investing in downtown, pro-actively seeking out development opportunities, and negotiating public-private partnerships. They engaged W+B as their economic development and deal-structuring advisor. Over the past decade, W+B’s activities included: ▪Established a Tax Increment Financing (TIF) district. ▪Ongoing management of TIF district financial planning. ▪Evaluated development feasibility of each project and identified financial “gap.” ▪Structured financing tailored for each project. ▪Managed RFP processes seeking developers for identified projects. ▪Negotiated development agreements with developers. ▪In City Council meetings, acted as external advisor testifying about potential projects. ▪Represented City in hearings with state legislature and with various state agencies. ▪Assisted with obtaining required permits and approvals.Benefit to Community ▪Over $65 million in taxable value added, representing over 60% growth in TIF district. ▪New 370 space public parking garage. ▪Multiple brownfield sites cleaned up and redeveloped. ▪New 90 room Hampton Inn, 60+ units of mixed income housing, and wew downtown hardware store. ▪Largest private employer in downtown expanded. ▪200 state employees moved into new privately owned building in the core of downtown. ▪Local hospital opened new community wellness and education center. ▪Miles of new sidewalks and streetscape built. Location: City of St. Albans, Vermont Site Size:Downtown - 218 acres Program: Ongoing revitalization effort Costs:To date, City investment $20 million; private sector over $80 million Financing:TIF, VEDA, CDBG, City economic development funds, brownfield cleanup funds, NMTC, VT housing bonds, LIHTC, “Patient capital” from local institution, Energy efficiency grants, Various state programs, Private equity, conventional loans Client: City of St. Albans, Vermont Challenge Downtown St. Albans had seen little growth or development in decades. There were many vacant storefronts and unused upper floors. There had been numerous studies and plans, but not much action. Compounding that were low rents and low property values, making it challenging to build new or significantly renovate existing buildings. Rental income would not be enough to cover the investment and the resulting values were lower than the costs. Professional Services in Support of Economic Development, TIF Finance Projects, and Development Planning Proposal City of Bozeman, Montana 20 Solution Using donated land from the hotel, Tax Increment Financing, and parking revenue, White + Burke structured a public-private partnership between the City and Capitol Plaza to build a 348-space parking garage. Owned and operated by the City, the parking garage would have enabled Capitol Plaza to proceed with hotel plans and would have opened up opportunities for other businesses to expand. Modern smart parking technologies would have maximized usage of the spaces for guests, downtown office tenants, businesses, shoppers, and residents. This contaminated surface parking lot would have been remediated and archaeologically investigated. And the aesthetics of the area next to the bike path and farmer’s market would have improved with increased landscaping and streetscape. This project was cancelled in late March 2021 due to the appeal that had been underway for three years and due to the pandemic. Our work included: ▪Financial feasibility analysis and funding due diligence, ▪Negotiated development agreements with private partner and abutters, ▪Managed brownfield remediation contractors, research, and strategy, ▪Managed archaeological contractors, research, and strategy, ▪Represented City with abutters, government agencies, and public, ▪Developed construction budget with development team, and ▪Managed project soft cost budget over three years with nineteen vendors and subcontractors. Location:Montpelier, Vermont Project Area: 1.096 acres Program:348 space parking garage to serve downtown Cost of Project:$10 million Financing: Bonding against TIF and parking revenues Client: City of MontpelierChallenge When Capitol Plaza – the only downtown hotel in the State’s capital – could not afford to build an 89-room expansion and the necessary 200 structured parking spaces to serve them, the City stepped in. How could the municipality construct the garage and make it larger so as to serve more than just the hotel guests? How could the City guarantee that taxpayers would not bear the burden of this project? And how could they use this opportunity to improve this underutilized and unattractive part of downtown? montpelier parking garage montpelier, Vermont Professional Services in Support of Economic Development, TIF Finance Projects, and Development Planning Proposal City of Bozeman, Montana 21 PROJECT TEAM DHM Design R/UDAT Think Tank SERVICES Urban Planning Landscape Architecture Open Space Programming STATUS Completed BOZEMAN NORTHEAST NEIGHBORHOOD PLAN Bozeman, Montana The Northeast Neighborhood of Bozeman is a place where, at every turn, one can find callbacks to the historic beginnings of its agricultural and industrial roots: mills and grain elevators, old railroad tracks, corrugated metal on warehouses and commercial buildings. With the population of Bozeman growing at a remarkable rate, though, and with a changing landscape of tourism and housing, residents of the neighborhood express great concern over the kind of change that may come from future growth and development. Parks and open space serve an important role in neighborhood development. Experts say there’s a 7:1 return on public investment, and even more specifically for trails. This project is an open space plan for the neighborhood that builds upon the preliminary analysis and recommendations conducted by the Regional/Urban Design Assistance Team (R/UDAT) program. The goal is to use development to continue and enhance the uniqueness of the neighborhood so that “in fifteen years, anyone in the Northeast Neighborhood now would not feel like a stranger on their own land.” Priorities include: adaptive re-use and preservation of historic neighborhood buildings; activate existing alleyways; and create better access to food via neighborhood connectivity. The scale of open space interventions ranged from small intersections and pocket parks to large community civic center spaces. More information can be found at: https://issuu.com/dhm_design/docs/bozeman_northeast_neighborhood_issu Professional Services in Support of Economic Development, TIF Finance Projects, and Development Planning Proposal City of Bozeman, Montana 22 CLIENT City of Bozeman Leland Consulting Group PROJECT TEAM DHM Design Leland Consulting Group PROJECT DATA ¼ Square Miles 1-5 Story Massing SERVICES Density Comparison Modeling Figure Ground Study Phasing Study Concept Character Rendering STATUS Completed NORTH 7TH AVENUE PLANNING Bozeman, Montana DHM Design developed multiple studies and concept designs for the planning and redevelopment of the North 7th Avenue in Bozeman, Montana. 3D comparison models were designed to show the existing, low density, mixed density, and maximum density infills. The model images show the end result of 3 phases of implementation: Adaptive reuse and renovation to the existing buildings, Phase 1 growth and Phase 2 growth. All development models followed the existing code, in particular a minimum 12’ setback from the back of the curb to the front of the buildings and a 60’/5 story height limit to the buildings. DHM also created figure ground diagrams that show the building massing envelops, phased rendering diagrams, and eye level character views to better demonstrate the corridors scale and feel. Finally, concept character renderings were designed to show scale, proposed streetscape conditions and relative eye level views to demonstrate the potential character for the mixed density development. Professional Services in Support of Economic Development, TIF Finance Projects, and Development Planning Proposal City of Bozeman, Montana 23 V. Recent and Current Work for the City of Bozeman DHM Design has experience working with the City of Bozeman. Several recent projects they worked on include the following. North 7th Avenue Planning | Bozeman, MT DHM Design developed multiple studies and concept designs for the planning and redevelopment of the North 7th Avenue in Bozeman, Montana. 3D comparison models were designed to show the existing, low density, mixed density, and maximum density infills. The model images show the end result of 3 phases of implementation: Adaptive reuse and renovation to the existing buildings, Phase 1 growth and Phase 2 growth. All development models followed the existing code, in particular a minimum 12’ setback from the back of the curb to the front of the buildings and a 60’/5 story height limit to the buildings. DHM also created figure ground diagrams that show the building massing envelops, phased rendering diagrams, and eye level character views to better demonstrate the corridors scale and feel. Finally, concept character renderings were designed to show scale, proposed streetscape conditions and relative eye level views to demonstrate the potential character for the mixed density development. Bozeman Ponds Expansion | Bozeman MT The Bozeman Pond Park expansion is the first project to receive funding as part of the Bozeman Trails, Open Space and Parks (TOP) bond initiative. The park is located in the fastest growing part of the city and provides connectivity to the adjacent neighborhoods and ball fields with an extension of the 10’ wide trail from the south. The park program includes new soft surface trails, paved trail, a 2.5-acre dog park; picnic shelters an outdoor classroom, parking lot, restroom facility, native pasture grass area and natural playground. Several stakeholders and nonprofit organizations (GVLT, Run Dog Run, HAVEN and the Optimus Club) have been engaged in the project throughout the design process, which has greatly contributed to its success. While White + Burke does not have direct experience working with the City of Bozeman, they do have experience working for municipalities of similar size. For example, the City of Burlington is very similar in population size. Both cities have a similar love of the outdoor environment with mountain terrain a short distance away. We work, live, and enjoy the City of Burlington. We will bring our collective experiece of working in similar cities to Bozeman and offer a fresh perspective. Professional Services in Support of Economic Development, TIF Finance Projects, and Development Planning Proposal City of Bozeman, Montana 24 VI. References White + Burke Real Estate Advisors, Inc. Dominic CloudCity Manager City of St. Albans 100 North Main Street St. Albans, Vermont 05478 802-524-1500d.cloud@stalbansvt.com William Fraser City Manager City of Montpelier 39 Main StreetMontpelier, Vermont 05602-2950 802-223-9502 wfraser@montpelier-vt.org Matthew Miller Director of Community DevelopmentCity of Plattsburgh 41 City Hall Place Plattsburgh, New York 12901 518-563-7642 Professional Services in Support of Economic Development, TIF Finance Projects, and Development Planning Proposal City of Bozeman, Montana 25 Emily Cope District ManagerDowntown Bozeman Partnership406-586-4008 222 East Main Street #302 | Bozeman MT 59715Project: Bozeman Alleyways Matt AshbyPlanning Services DirectorAyres AssociatesAshbyM@ayresassociates.com307.634.98883665 JFK Pkwy | Fort Collins, CO 80525Project: Windsor Cottage District Tony ChaconRedevelopment and Urban Renewal ManagerCity of Longmont tony.chacon@longmontcolorado.gov303.651.8318350 Kimbark St. | Longmont, CO 80501Project: Longmont Redevelopment Visualization Professional Services in Support of Economic Development, TIF Finance Projects, and Development Planning Proposal City of Bozeman, Montana 26 VII. Price Proposal The following pages include the fees for White + Burke and DHM Design. Professional Services in Support of Economic Development, TIF Finance Projects, and Development Planning Proposal City of Bozeman, Montana 27 2021 FEE SCHEDULE Fees for services are billed and payable monthly according to the following schedule: Principal: $ 275.00 per hour David G. White Senior Consultant: $ 215.00 per hour Tim Burke Senior Project Managers: Range: $ 145.00 - 195.00 per hour Stephanie Clarke Gail Henderson-King Joe Weith Project Managers: Range: $ 90.00 - 145.00 per hour Administrative/Project Support: Range: $ 70.00 - 90.00 per hour Emily Shaw All work requiring one or more overnight stays will be billed at the greater of actual time spent on client work plus travel time or 10 hours per day. Mileage will be billed at the applicable IRS-approved rate. In-house black & white prints will be billed at $0.15 per page. In-house color prints will be billed at $1.00 per page. Large-scale black & white and color prints will be billed at $5.00 and $8.00, respectively. All other expenses will be billed at cost plus a 10% administrative fee. Hourly rates are adjusted for each calendar year. We reserve the right to adjust rates at other times. Payment is due within 20 days of receipt of invoices. Payments 30 days or more past due will be charged 1.5% interest monthly. Professional Services in Support of Economic Development, TIF Finance Projects, and Development Planning Proposal City of Bozeman, Montana 28 Professional Services in Support of Economic Development, TIF Finance Projects, and Development Planning Proposal City of Bozeman, Montana 29 VIIi. affirmation of nondescrimination Attached are the above form completed by each firm. Attachment A NONDISCRIMINATION AND EQUAL PAY AFFIRMATION White + Burke Real Estate Investment Advisors, Inc. (name of entity submitting) hereby affirms it will not discriminate on the basis of race, color, religion, creed, sex, age, marital status, national origin, or because of actual or perceived sexual orientation, gender identity or disability and acknowledges and understands the eventual contract will contain a provision prohibiting discrimination as described above and this prohibition on discrimination shall apply to the hiring and treatments or proposer’s employees and to all subcontracts. In addition, White + Burke Real Estate Investment Advisors, Inc. (name of entity submitting) hereby affirms it will abide by the Equal Pay Act of 1963 and Section 39-3-104, MCA (the Montana Equal Pay Act), and has visited the State of Montana Equal Pay for Equal Work “best practices” website, https://equalpay.mt.gov/BestPractices/Employers, or equivalent “best practices publication and has read the material. David G. White, President Name and title of person authorized to sign on behalf of submitter