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HomeMy WebLinkAboutSouth Bozeman Tech Park Comp Dev Plan South Bozeman Technology District Comprehensive Development Plan Table of Contents Introduction....................................................................................................Page 4 Location.....................................................................................Page 5 History..................................................................................................................Page 5 What is a Technology Park?......................................................................................... Page 6 Montana State University........................................................................... Page 8 Why a Technology Park Was Constructed At The Current Site................... Page 9 Global Competitiveness.............................................................................. Page 10 The MSU Innovation Campus Property (Current Site)............................ Page 11 Development Economics........................................................................... Page 11 Market Opportunity and Proximity Advantage....................................... Page 12 Montana State University Innovation Campus - 1986 to Current Day. Page 13 Task Force and On-Site Visit of AURP Professionals................................ Page 14 Objectives For Expanding the MSU Innovation Campus Site.................. Page 14 Planning For the Future and Enhancing Economic Benefits................... Page 14 New Mission and Vision for the Montana State University InnovationCampus................................................................................... Page 15 CoreValues................................................................................................. Page 16 Goal................................................................................................................Page 16 MSU Innovation Campus Expansion Plans.............................................. Page 17 Implementation Strategies........................................................................ Page 22 MSU Innovation Campus Target Markets................................................. Page 22 Positioning the MSU Innovation Campus................................................. Page 23 Guiding Principles for Expansion of the MSU Innovation Campus........ Page 23 Factors Critical to Success of the Montana State University Innovation Campus............................................................................................................Page 26 Additional Critical Points........................................................................... Page 28 In Addition, Several Observations............................................................ Page 29 Sustainability...............................................................................................Page 29 Conclusion................................................................................................... Page 30 Documents also Included in Plan: Covenants, Conditions &Restrictions (Exhibit A)................................... Page 31 Architectural Guidelines (Exhibit B)......................................................... Page 49 Site &Landscape Guidelines (Exhibit C)................................................... Page 56 City of Bozeman Plan Unified Development Code,And Economic Development Plan (Exhibit D).................................................................... Page 64 2010 MSU Economic Impact Report (Exhibit E)....................................... Page 75 TIF Map (Exhibit F)..................................................................................... Pagel I I Legal Description (Exhibit G)............................................................. Page 112-113 Proposed TIF City Map (Exhibit H).......................................................... Page 114 South Bozeman Technology District Comprehensive Development Plan Introduction As the leading research and technology park in Montana, the Montana State University Innovation Campus provides a place where people and ideas come together in an environment that assists and supports start-up companies and new ideas; provides state- of-the-art facilities for small, medium, large, and well-established companies to locate and prosper; a place where Montana State University faculty,researchers,and scientists work with private and government researchers and scientists to push forward cutting-edge science and advance technologies; a place where students gain hands-on real-world learning experiences that result in employment opportunities upon graduation; a high-tech research park where companies are our business, and our partners, and collaboration with Montana State University is a daily occurrence. Located on approximately 25 developed acres adjacent to Montana State University, the Innovation Campus provides services, facilities, programs and expertise to stimulate and support the growth of research and technology-based enterprises. Plans have begun to triple the size of the current 25 acres and expand the Inn ovation Campus to over 75 acres. To ensure efficiency in the use of land within the District, and the capacity of public infrastructure, the MSU Innovation Campus will seek to provide for an appropriate mix of R&D activities,commercial,and light-manufacturing development to guide such development to appropriate areas of the land identified for expansion. The Innovation Campus provides walkways, jogging, and biking trails. As the Innovation Campus develops, expansion will include open green spaces, water features, as well as a partnership to support further development of retail contiguous to the west side of the innovation Campus, known as the "Mitchell Development Gateway Project". Innovation Campus companies and their employees will enjoy many services and benefits as our Business Partner. These will include,just to name a few: • Class A office and Jab facilities • Executive Conference rooms, 'Think Tanks', and high-tech Conference facilities • Discount programs and services • State of-the-art high-speed data and telephone services • Special discount programs for office furniture, supplies, lab furnishings and chemicals • Incubation space, to include support services and counseling • Access to services at the campus library http:/www.lib.montana.edu • Student assistantships and internship programs • Seminars by Montana State University and visiting scientists and scholars • Technology Transfer assistance with intellectual property and patent issues, licensing} and coordination of resources with the private sector • Use of Montana State University facilities and specialized equipment The Innovation Campus provides 'the place' for the creative and daring to push the entrepreneurial spirit to new heights; to take new ideas from concept to reality; and for pioneering researchers and scientists to expand research opportunities and create cutting- edge technologies that will change the world. Location The Innovation Campus is located in Bozeman, Montana, a place well known for its beautiful landscape, pristine surroundings, and outstanding quality of life. Bozeman has a comfortable climate, four magnificent seasons, recreational and entertainment opportunities, with fantastic dining and culture experiences. Simply put, Bozeman is an outdoor enthusiast's playground of year-round activities, cuisine, music, and art festivals. In addition, Bozeman offers a highly educated population of 40,000 residents with more than 49% of the community holding undergraduate and higher degrees. History In 1986,Montana State University,under the leadership of President Bill Tietz,requested Montana State University Foundation develop and manage the first and only university related research park in Bozeman, Montana, known as the Advanced Technology Park (ATP). Montana State University Foundation obtained property upon which the Advanced Technology Park was developed.In that same year,engineering services and installation of infrastructure was completed. In 1988, the first building known as the Napper Building was completed. Over the subsequent 10 years, 12 additional buildings were constructed. As of January 1, 2012, there are more than 35 businesses and research groups housed in the Advanced Technology Park employing more than 200 people. Approximately 46% of those employed are Montana State University graduates. In addition, more than a dozen start-up companies originated in the Advanced Technology Park between 1988 and 2008. In November of 2011, the Advanced Technology Inc. (ATI) Board received approval from the Foundation Board of Governors to hire the first Executive Director to oversee full operation of ATI, the for-profit corporation responsible for the oversight of the Advanced Technology Park. Teresa McKnight, a 20+year veteran of university-related research parks,consultant,and member of the Association of University Research Parks Board of Directors was hired to fill this position. McKnight was hired to push forward the redevelopment and expansion of the Advanced Technology Park, now referred to as the Montana State University Innovation Campus. In July of 2012, the MSU Innovation Campus received 501(c)(3)non-profit exemption status. What is a Technology Park? A Technology Park (also referred to as a Science or Research Park) is a physical place that contains contiguous acreage managed by specialized professionals,whose main aim is to increase the wealth of its community by promoting the culture of innovation and the competitiveness of its associated businesses and knowledge-based research institutions. Technology Parks stimulate and manage the flow of knowledge and technology amongst universities, R&D institutions, companies and markets. It facilitates the creation and growth of innovation-based companies through incubation and spin-off processes: and provides other value-added services together with high quality space and facilities. Technology Parks create an environment that fosters collaboration and innovation and promotes development, transfer and commercialization of technology by providing a location in which researchers and companies operate in close proximity. Technology Parks have emerged as strong sources of entrepreneurship,talent,and economic competitiveness for regions, states, and nations. They have become a key element in the infrastructure supporting the growth of today's knowledge economy. Research Park Concept (information provided by Association of University Research Parks (AURP)): Itniversitles,Fedcr-al. Research Partners lvatc labs.Nonprofit R&D • Flow of Talent Comprnles • Exchange of Ideas InStltudons • Ac:cess to Labs and Specialized Equipment - Research Parks Communities Generating Innovation,Technology. And Knowledge Growth of - Commercialization Existing Creation of New of Intellectual Property MOMMINOW Generation of Jobs and Income Typical Tech (Science and Research) Park Size 114 acres • 6 buildings • 314,400 sq. ft. of space, 95% occupied • Only 30% of total estimated sq. ft.at build-out currently developed • 30,000 sq.ft.of incubator space Location • Suburban community • Less than 500,000 population Governance • Operated by the university or university-affiliated nonprofit Tenants • 72% are for-profit companies • 14% are university facilities • 5%are governmental agencies Employment • Typical park employs 750 • Major industry sectors:IT,drugs and pharmaceuticals, and scientific and engineering service providers Finances . Less than $1 million per year operating budget • Revenues primarily from park operations but funds also come from universities and state, local, and federal government Limited or no profitability; 75% of the parks have no retained earnings or retained earnings of less than 10% Services • Provide a range of business and commercialization assistance services, including: - Help in accessing state and other public programs - Linking to or providing sources of capital - Business planning - Marketing and sales strategy advice -Technology and market assessment Tech Parks Are Succeeding in Incubating and Growing Companies • Nearly 800 firms graduated from park incubators in the past 5 years • About one-quarter of these graduates remain in the park • Only 13 percent failed • Less than 10 percent left the region Note: Information providedbyAURP. Montana State University Montana State University has grown into a comprehensive university with 1,014 full-time faculty, 14,153 students and over $110 million in externally sponsored research conducted annually. With its roots in the land-grant tradition of research in the agricultural and engineering sciences. Its research strengths include: • Agricultural biotechnology; • Laser/optical engineering; • Infectious diseases; • Life in extreme environments; • Engineering and applied science, including environmental engineering; • Molecular and cellular biology; and • Math and physical sciences, including surface science, advanced materials and lasers/optical materials. Facilities and Equipment Montana State University has extensive facilities and equipment available on a contractual basis to MSU Innovation Campus tenants. Facilities and equipment include: • Animal Resources Center http:jjwww.montana.edu/wwwarc/ • CBE Microscopy Facility http i 1/cores.montana.edujindex.php?pa e;::microscQgy • Department of Chemistry & Biochemistry Facilities/Instrumentation btt:p://www.chemjstry.montana.edu/fa,ciljtjes/ • Imaging and Chemical Analysis Laboratory(ICAL) http://www.pbysjcs.montana.edu licaljhomelin x.asp • Magnetic Resonance Laboratory http://www.coe.montana.edtt/mmn/ • Plant Growth Center btt,p:j/ai.montana,edu/plantgrowth/ • Spatial Sciences Center http: /fssc.montana.edu • Subzero Science and Engineering Research Facility http://www.coe.montana.edu/ce/subzerQ/ • Transportation and ITS Laboratory http://www.coemontana.edu/cejresearcb labs.html • Research Core Facilities http://cores.montana.edu • Departmental/Center-based Research Resources http://cores.montana.edufindex.php?page=departroental-center-b sed Business Assistance Montana State University has several other assets important to small businesses such as: -8 • The Montana Manufacturing Extension Center (MMEC) for manufacturing assistance and prototype development (companies must meet eligibility requirements to receive assistance; • A Tech Link Center to find NASA and Department of Defense(DoD)technologies that private companies can commercialize; and • Small Business Institute for student assistance to small businesses. • Additional assistance is provided on a case by case basis through the MSU Innovation Campus in partnership with Montana State University. Why a Technology Park Was Constructed at the Current Site Since its founding, Bozeman has been an entrepreneurial city led by visionaries. Based on a recent report published by the Kauffman Foundation, the report highlights the rate of entrepreneurial activity in Montana reaching its highest level in at least 15 years in 2010, and Montana ranks as the nation's second most entrepreneurial state. The Kauffman Foundation calculated Montana's entrepreneurship index at .47 percent, which means that Montana has 470 entrepreneurs per 100,000 in population. That compares to a national rate of.34 percent. A technology park- or in this case the MSU Innovation Campus- provides "the place" for university, local, regional in-state and out-of-state entrepreneurs to further and enhance their ideas, research and technology. Bozeman is a "hot spot' for entrepreneurs, and with the growth of Bozeman's innovative businesses in industries such as software development and support, photonics, lasers, photovoltaics, pharmaceutical, and bio-tech, as well as MSU's increase in research, the MSU Innovation Campus is well-suited for entrepreneurs and the transfer of technology to merge together in one physical location. Executed correctly, technology parks provide high-impact economic effects on communities, regions, and states in which they are developed. Several factors were weighed in developing the MSU Innovation Campus: 1) Public/Private partnerships between business, industry, government and MSU 2) Internships, assistantships, part-time and full-time opportunities for MSU students 3) High-tech/high-paying jobs 4) Global competitiveness for Bozeman, Gallatin County, and the State of Montana 5) Economic benefits for the community The MSU Innovation Campus offers high-tech employment opportunities and provides a convergence for economic activity giving hope for an increased standard of living in Bozeman and the Gallatin County. The MSU Innovation Campus provides the physical location, buildings, services and amenities for people who build, operate, study, research, develop, produce, and enhance new discoveries. The MSU Innovation Campus not only provides the place for highly skilled, high- paying jobs, but the Innovation Campus also creates high skilled, high-paying jobs -9 that spur employment even beyond the research park itself. According to a study by Battelle, a nonprofit technology development and laboratory management company, under the auspices of the Association of the University Research Parks (AURP), each tech park creates direct jobs across select industries and geographies, which in turn creates 1.5 additional ("indirect")j ob s in the surrounding economy. What's more, while many of the direct employment opportunities at a tech park would likely be knowledge-based,high skilled jobs, many others would likely require basic skills. As well, many quality jobs would likely be created outside the park to support both tenant companies and their employees. The additional impact is dramatic. Global Competitiveness Recognizing that a capacity to innovate and commercialize new high-technology products is increasingly a part of the international competition for economic leadership. Governments around the world are taking active steps to strengthen their national innovation systems. These steps underscore the belief that the rising costs and risks associated with new potentially high-pay-off technologies, and the growing global distribution of technical expertise, require national R&D programs to support new and existing high-technology firms within their borders. They also reflect the belief that shared facilities, coupled with geographical proximity next to a research university, can facilitate the transition of ideas from universities and laboratories to private markets. Expansion of the MSU Innovation Campus would enhance Bozeman's position in a global economy where cities increasingly compete for emerging tech businesses and associated talent National governments have identified technology parks as one way to compete for companies and jobs, and consequently are investing heavily in tech parks- big and small. With a leading academic research institution located in Bozeman, established and growing tech clusters in software development and support, photonics, lasers, photovoltaics, pharmaceuticals, and bio-tech, as well as growing a diversified economic base, Bozeman is already in this race. Expanding a best-in-class R&D campus- the MSU Innovation Campus will provide a new focus for the collaboration and network economics that make for success in this environment. -10 The MSU Innovation Campus Property (Current Site) The existing site of the MSU Innovation Campus is Located on approximately 25 acres in close proximity to Montana State University. It is bordered by 19th Street to the east, College Street to the north, Garfield Street to the south, and 26th Street to the west. Currently, there are 15 buildings containing more than 200,000 square feet of office, dry and wet lab space (current 25-acre site highlighted in blue below). Ad To the west of the current site lies approximately 45 acres of land(areas highlighted in yellow above) owned by Advanced Technology Inc. to support the expansion of the MSU Innovation Campus. The current site provides infrastructure including roadways (Technology Boulevard and Research Drive), curb,gutter, sidewalks,walking and biking trails,electricity,natural gas, sewer and water, telephone, copper and fiber to the existing 25 developed acres. Additional infrastructure will be installed to expand the MSU Innovation Campus to the west on approximately 45 acres of land. Development Economics Rents, royalties, taxes and appreciation in land value are commonly used to recapture initial site acquisition and development costs. With development costs for the MSU -11 Innovation Campus, careful consideration has been given to the uses and users that will be attracted, and the resources and infrastructure that justify at and above market rents. Technology companies are often such tenants. They benefit from the collaborative opportunities provided by a concentration and clustering of similar businesses. These companies also generally require specialized facilities such as reinforced floors and high ceilings, specialized electrical supply, and elaborate ventilation and cooling systems. Such facilities, though expensive to create, are able to command premium rents. Market Opportunity and Proximity Advantage Like most other successful tech park locations, the site of the MSU Innovation Campus benefits from its proximity to a renowned research university-Montana State University- and easy access to other institutions such as Gallatin College, University of Montana, and Montana Tech. Furthermore, Bozeman is experiencing growth in technology start-ups such as LigoCyte, Right Now Technologies (recently acquired by Oracle), Bacterin, Bridger Photonics, and many others. The city is already home to high-tech concentrations in industries such as bio-tech, pharmaceutical, photonics, photovoltaics, life sciences and information technologies. In addition,the region's leadership in science and research has been helpful in attracting a diverse base of corporate R&D labs to the Bozeman area. Proximity to other tech companies and other labs offers potential opportunities for collaboration, commercialization, spin-offs and growth of new and existing technologies. Another important distinction of the MSU Innovation Campus site is its proximity to high- bandwidth fiber lines intersecting 3 major providers in the area (Sprint, Century Link (formerly known as Qwest) and Montana Opticom. Even at the speed of light, distance matters. As with the internet, cloud computing and data-intensive applications have become even more central to the daily lives of companies and individuals. The central location of the MSU Innovation Campus provides an important advantage and connectivity to a major IT gateway, as well as a newly constructed data center located at Four Corners (5 miles from the Innovation Campus). New companies creating information technology products and services, and seeking to be close to large-scale server and bandwidth infrastructure, will find the MSU Innovation Campus site has the ability to give them the edge they need to succeed in the global economy. Montana State University Innovation Campus - 1986 to Current Day * In 1986,Montana State University requests Montana State University Foundation develop and manage the Advanced Technology Park (ATP). * In 1987, Construction begins on first building-the Napper Technology Building. * Between the period of 1992 and 2003 (11-years)- 12 additional buildings were constructed on the Advanced Technology Park. * In 2006, 50 businesses were located in the Advanced Technology Park employing more than 400 people, of which approximately 42% were MSU graduates. Today, there are more than 35 businesses located in the Advanced Technology Park employing over 250 employees with 45% being MSU graduates. * More than two dozen start-up companies were established in the Advanced Technology Park. * Currently, there are 68 MSU undergraduate and graduate students employed at the Advanced Technology Park. * In addition,we have companies collaborating together within the research park, as well as collaborating with MSU Faculty, Researchers and Students. -13- Task Force and Onsite Visit of AURP Professionals In 2010, the Advanced Technology Inc. Board of Directors formed a Task Force to assess the operations of the Advanced Technology Park and determine the future needs of the Advanced Technology Park on the current 25-acre site. In addition,the Advanced Technology Inc.Board of Directors held an on-site forum in December of 2010, which several AURP Professionals provided presentations in order for the Board of Directors, local business leaders, city, county and state leadership to better understand the necessary steps and strategic planning required to expand the MSU Innovation Campus at the current site. The conclusion derived by the Task Force,AURP Professionals, University officials,as well as local and state leadership, was the MSU Innovation Campus is well positioned to expand the tech park in its current location with a new vision of creating a '21 st Century Research Park'. All parties understand the decision to push expansion efforts forward would surely be challenging, requiring sound planning, visionary champions, skilled leadership and most importantly, collaboration between the public (City, County, and State),Montana State University Foundation, Montana State University, corporations, civic and business leaders. In addition, all parties understood one important factor would be patience. Leadership concluded expansion of the tech park at this site has a potential to transform not just the city, but also the county, entire region, and State of Montana. Objectives for Expanding the MSU Innovation Campus Site Building on Bozeman's reputation as a high-tech community, a hotbed for entrepreneurs and an emerging technology hub, expansion of the MSU Innovation Campus is to achieve several goals for Bozeman, Gallatin County, the region, and the State of Montana: 1. Create more high-tech jobs that require a wide range of research and technical skills, as well as education levels. 2. Attract more established companies, and foster creation of new companies in emerging business sectors, as well as retain and build on existing sectors. 3. Attract more individual and institutional investors to support these companies. 4. Foster more economic development opportunities. 5. Generate a positive impact (direct and indirect) on the University, City,County, Region and State. Planning For the Future and Enhancing Economic Benefits Business and industry make a positive contribution to the fiscal health of a community both by creating jobs for the residents and by contributing local tax revenues that exceed the cost of providing public services to such development. In order to avoid excessive reliance on a single sector of the economy, a focus on attracting high-tech R&D activities will increase well-paying job opportunities for the City and Gallatin County's highly qualified labor force and MSU graduates. Creating high-tech jobs will make it easier for people to both live and work in the City and Gallatin County. In this regard, the mixed-use development concept with office,lab, and light manufacturing is an important tool that has great potential in Bozeman. The physical and functional integration of a single compact, comprehensively planned development creates opportunities for people to live, work, and expand opportunities that are close to their neighborhoods with minimal travel by car, bus, or bicycle. Clearly,the competition for high-wage businesses in Montana will be keen. Moreover, in today's global marketplace, Bozeman must realize that competition for economic development is not just local or even statewide:rather, it is national and worldwide. New Mission and Vision for the Montana State University Innovation Campus The Mission of the Montana State University Innovation Campus is: • To promote economic development and support partnerships between regional, national, and international high tech-based businesses and the research community of Montana State, the region, and the State of Montana. • To create a world-class research park to promote academic and industry collaboration to advance research and scientific discoveries with Montana State University Faculty and Students that will maximize the academic talent and regional resources of Montana State University, the region, and the State of Montana. • To promote learning and collaboration in support of scientific research, new discoveries,and inventions to further the commercialization of Montana State University's intellectual assets and technology transfer. • To provide state-of-the-art facilities, programs,services, and amenities to support the growth and success of technology-based businesses. • To provide `the place" to link academic, private, and governmental researchers and scientists to advance new discoveries in support of the Citizens within the State of Montana, the nation, and the world. The Vision of the Montana State University Innovation Campus is: To be recognized as the 'the place' that provides a unique community to connect people and support public private partnerships to stimulate new ideas, push forward the advancement of research and science, and produce new discoveries and technologies that will transform the world. -15 Core Values The Montana State University Innovation Campus will pursue its vision within an environment that fosters teamwork, innovation, an entrepreneurial spirit, and the understanding that knowledge generates economic growth and enhances the quality of life. The MSU Innovation Campus is committed to: People Human talent is the primary resource and fundamental contribution to society. The Montana State University Innovation Campus is committed to providing facilities, resources,programs,support,and services to create opportunities for individuals to realize their full potential to push forward new discoveries and technologies in advancing research and science. Synergy Partnerships and collaboration is the powerhouse for research to move forward and push science to new heights The Montana State University Innovation Campus is the epicenter to bring academic, private,and governmental researchers and scientists together in one physical location to promote academic and industry collaboration and further the commercialization of Montana State University's intellectual assets and technology transfer. Advancement The highest levels of performance are measured against regional, national and global standards and understanding knowledge generates economic growth and new discoveries enhance the quality of life and transform the world. The Innovation Campus will continue to provide state-of the facilities and provide the maximum level ofservices, amenities, and support in orderfor knowledge and science to advance and collaboration efforts to succeed. fiml Build a healthy and diverse high-tech economic base that provides high-paying jobs and generates revenue to pay for service needs without degrading the natural resources or the overall quality of life. -16 1 � 1 ; Tim to low • =�f°- x new � j -IMF r , Montana State University Innovation Campus Infrastructure Cost Estimate 42-Acre Expansion Access Boulevard description A 720-foot long street to be located in an 80-foot right-of-way(minimum width),which would have two one-way, north-south streets separated by a 16-footwide landscaped median. Each segment would have a 6-foot wide sidewalk on the outside, a 5-foot wide grassed boulevard with street trees, 5-foot wide bike lane,11--wide driving land and curb and gutter each side. Total road width is 16-feet paved Width and 20-feet back of curb to back of curb *curbs are 2-feet\'fide). On-street parking is not proposed. Pedestria n crossing and bulbs are anticipated at intersections and at two mid-block locations. Total length is estimated to be 720-feet (times two streets) with a paved tickness of 4-inches. Access Boulevard Cost Estimate: Paving(4: 0.40 tonsjftx 720' x 2 x $60/ton 34,600 Curbs (4)i$12/linear footx 720' x 4 34600 Sidewalks (21:$3.60/sfx 6' x 720' x 2 31,100 Subgrade ex.i 2'x 22'x 720'/27 x 2 x$3.75/cy 8,800 Geotech fabrici 22'x 720'x 2/9 x$1.50/sy 5,300 Pit run gravel (18"):1.5'x 22' x 720' x 2/27 x$15/cy 26,400 Crushed gravel base (6"):0.5'x 22'x 720'x 2/27 x$20/cy 11,700 Left turn lanes,2 at 10' x 70' x$3.75/s.f. 5,000 Bozeman standard street lights,4 at $4,800 ea. 19,200 Turf landscaping: (5' +16' + 5') x 720' x 0.30/sf 5,600 Irrigation wells,2 at $5,000 each 10,000 Boulevard trees (deciduous, 50-feet apart) 720 x 4/50 x$180 ea. 10,100 Total cost $202,400 —18— Technology Boulevard description: To be located in a 60-foot-right of-way,two 12-wide travel lanes, 5-foot bike lanes on each side,no on-street parking. curb and gutter each side with 6-foot wide sidewalks and grassed boulevards each side. Total paved width is 34-feetand totaJ street\vidth is 38-feet back of curb to back of curb. Total street length estimated to 1,750-feet•vith the same paving and base section as above. Technology Boulevard Cost Estimate: Paving (4"): 0.85 tons/ftx 1,750'x$60/t:on 89,300 Curbs (2):$12/linear foot x 1,750 x 2 42,000 Sidewalks(2):$3,60/sfx 6'x 1,750 x 2 75,600 Subgrade ex.:2'x 40' x 1,750727 x$3.75/cy 19,500 Geotech fabric: 40'x 1,75079 x$1.50/sy 11,700 Pit run gravel (18"):1.5'x 40'x 1,750'/27 x$15/cy 58,400 Crushed gravel base (6"):0.5'x 40'x 1,750'/27 x$20/cy 25,900 3'x 5'RCP Culverts (2) 80 If.x 2 x$140/l.f. 22,400 Bozeman standard street lights,8 at$4,800 ea. 38,400 Irrigation wells,2 at$5,000 each 10,000 Turf landscaping:(6' +6') x 1,750'x$0.30/sf 6,300 Boulevard trees [deciduous,50-feet apart) 1,750 x 2/50 x$180 ea. 12,600 Total Street Costs: $ 412,100 _19— Sewer.Water Line.Trail and Storm Drain Costs: 720 11 sewer along access road at$50/U. 36,000 1,750 IJ.sewer along Technology Blvd.at$50/l.f. 87,500 Sewer tie to College Street, 620' x$50/l.f. 31,000 720 I.f.water along access road at $50/l.f 36,000 1,75011 water along Technology Blvd.at $50/l.f. 87,500 Water tie to College Street,.620' x.$50/Lf. 31,000 Trail along wetland corridor, 1,400 11 at$6/11 8,400 Storm drain inlets and detention piping:6 x 50 I.f.ea. X$60/lam 18,000 Service lines and other system appurtenances,15% of line total 50,300 Total Cost: $385,700.0 Dry Utilitv Costs. Backbone along Street Corrido rs: (Note: Dry utility costs are difficult to pin down without more specific development plans. Three phase power and large natural gas lines can add upNards of$30/l.f.,for each utility,if required) Single phase electrical and natural gas, 2,470 Lf.at$30/l.f. 74,100 Telephone and Cable TV,traditionaJ se rvice levels, 2,470 11 at$15/lf. 37,100 Fiber Optic and Enhanced Communication, 2,470 IJ. at$60/l.f. 148,200 Total Cost: $ 259,400 Total Cost for All Listed Categories(noted above): Access Boulevard 202,400 Technology Boulevard 412,100 Sewer, Water, Storm, Trail 385,700 Dry Utilities 259 400 Estimated Grand Total $1,259,600 —20— Engineer jng Costs for Design and Construrnon Sunervision- 15% to the public infrastructure cost (not pti vate, dry utilities) 197,580 Contingency Fee(10%) 109,560 Costs for Subdivision, Zoning and Other Entitlement Fees 50,000 City of Bozeman Development Impact Fees 150,000 Demolition of Old Farm Buildings 150,000 Estimated Cost: 657,140 Estimated Total (Grand TotaJ +Engineering Costs,Etc.) $ 1,974,340 -21- Implementation Strategies 1. Develop the MSU Innovation Campus with primary emphasis on improving vehicular access innovative building design both interior and exterior use of land, conservative sewer, water, and storm water management, as well as a redundant fiber backbone and state-of-the-art telecommunication facilities. 2. Assist start-up and existing businesses with retention and/or expansion. 3. Continue to require innovative landscape design and to the extent practical, the preservation of existing trees and vegetation. 4. Provide opportunities for the mixing and integration of different types of uses -Both business and light manufacturing under a well-designed master plan. 5. Amend the Zoning Ordinance for high-tech and mixed-use development that allows the integration of different types of activities with businesses within a pedestrian- oriented development under a coherent overall master plan 6. Promote use and development of blighted properties in highly visible locations by working with land owners purchasing properties, demolishing existing structures, and improving the sites. 7. Actively work with regional entities Montana State University and Gallatin College to develop and promote regional strategies and plans that will benefit the economic well- being of Montana State University, City of Bozeman and Gallatin County. 8. Foster mutual communication and cooperation with City and County government, university, business, surrounding communities, and the State of Montana. 9. Public improvements for the good of the community. 10. Transform and expand the site into a world-class technology park to elevate the MSU Innovation Campus into a globally competitive high-tech community while at the same time contributing to the growth and economic prosperity of Montana State University, the city of Bozeman, County of Gallatin, and State of Montana. MSU Innovation Campus Target Markets Technology Companies • Information Technology, Data Centers, other Software, Hardware, and Data Intense Businesses • Life Sciences and Health Care • Pharmaceutical • Bio-fuels and Alternative Energy • Bio-films • Nanotechnology • Photonics, Lasers, Optical and Photovoltaics • Agricultural biotechnology; 22 • Infectious diseases; • Ecosystems, Surface Science and Extreme Environments • Engineering, Applied Science and Environmental Engineering; • Molecular and Cellular Biology • Service-Web design, Graphic design, Internet, Legal,Accounting and Human Resources Positioning the MSU Innovation Camp • Recognized as the "Hot-Spot" and best location for companies to locate and the most efficient and effective place to innovate • Recognized as the "Hub"for talented people, cutting edge companies,and R&D Community bustling with new innovation • Recognized for its "cutting-edge" infrastructure • Recognized as a "vibrant"place to attract a dynamic 24/7 population looking to workllive, learn and play • A"Hot" location for all generations of people to live,to work, and to innovate Guiding Principles for Expansion of the MSU Innovation Campus 1. Expansion of the MSU Innovation Campus will strive to: a. Strengthen Bozeman's position as a premier,globally competitive,high-tech place b. Create a world-class showcase for business and entrepreneurship c. Provide job opportunities for neighborhood residents as well as the region as a whole d. Foster continued economic development in the city, the county, the region, and the State 2. Expansion of the MSU Innovation Campus will support public/private partnership that provides a net return to all investors and stakeholders; a. Government(City of Bozeman, County of Gallatin, and State of Montana) b. Montana State University and Gallatin College c. Business (developers and corporate tenants) d. Civic(private foundations, community leaders) 3. Expansion of the MSU Innovation Campus will benefit the welfare of all: a. Investors&Stakeholders i. Montana State University ii. Gallatin College iii. Private Entities 23 iv. Government V. The Bozeman and Gallatin Community b. Tenants will be a diversified tenant base of multiple independent tenants: i. R&D Companies (i.e.small, medium, large, and well-established high-tech companies and ancillary businesses to support them) ii. Nonit research centers iii. Centers of Excellence iv. Light-Manufacturing V. Start-up Companies vi. Service Providers (web-design, graphics, HR,Accounting, Legat etc.) c. Public/Private and Governmental Partnerships 4. Expansion of the MSU Innovation Campus will support community: a. Embrace the rich cultural history of the community b. A multi-use development, including office,laboratories, data center(s), light- manufacturing facilities, and potential retail, hotel, conference center, and restaurants c. Open space provided for both MSU Innovation Campus companies and surrounding neighbors d. Streets within the tech park should connect with surrounding city streets e. Be the "high-tech" landmark in the City along with retail, etc. f. Residential development must include affordable housing in the mix 5. Expansion of the MSU Innovation Campus will be developed as a city of innovation and leadership a. Daring in its aspirations b. Confident in its design c. Vibrant and compelling as a place to work, live,learn and play d. Provide synergy among its companies and the surrounding community e. Showcase cutting-edge green tech ("sustainability to design") as a statement of possibility,as well as demonstrate economic viability 6. Expansion of the MSU Innovation Campus wiJI be a long-term initiative (15+ years) a. It will likely take at least a decade or two to fully develop the property b. The economics will be both challenging and fruitful, due to the cost of necessary infrastructure and investment made to construct state-of-the-art facilities c. The competition among cities and nations for companies and new technologies will continue to be fierce d. Though the vision will evolve over time, the past and current vision will sustain the development 24 7. Expansion of the MSU Innovation Campus will be deliberative, open and transparent a. The ultimate development will be led by the MSU Innovation Campus and the MSU Alumni Foundation as determined best to achieve the desired outcome and leadership role throughout its development Benefits -Direct and Indirect: 1. Benefits to Montana State University: o Increase in research grants and sponsored research opportunities o Opportunities to work with private sector to solve "Real World"problems o Collaborate with industry experts o State-of-the-art facilities- unique architecture both interior and exterior o Opportunities for faculty consulting, recruiting and retention o Internship and career opportunities for students 2. Benefits to Bozeman, Gallatin County;Region and State of Montana: a. Direct Benefits o Provide a mix of quality jobs (functions and skills) • Working in the park (permanent jobs,with opportunity for growth and career development) o Provide new amenities and infrastructure (amenities improved street grid, utilities, etc.) • Transportation • Linkage to Loop central business district • Linkage to Montana State University and Gallatin College • Linkage to restaurants and retail • Linkage to surrounding neighborhoods and housing • Attract commercial development • Retail • Dining • Entertainment • Hotel/Conference Center • Parking • Attract new residents to the area b. Indirect benefits o There will be a "ripple effect" on the community from the development of the MSU Innovation Campus- development will enhance the caliber, size and reach of those ripples o Area jobs servicing employees and companies located on the MSU Innovation Campus 25 o "Critical Mass" and cluster of high-tech R&D companies,services and amenities in and around the MSU Innovation Campus a Support for schools through collaboration with MSU Innovation Campus companies-increasing entrepreneurial K-12 activities and STEM-focused (science,technology,engi neering and math) schools that could provide alternative educational options 3. Benefits to the City, County and State: a. Solidify Bozeman as a global technology city b. Develop a world-class 21st Century Research Park c. Attract tech companies, established and start-up,to the region, thereby creating jobs throughout the area d. Create an option for high-growth tech companies to remain, expand and prosper in the city e. Attract additional risk capital (investment and investors) to the region f. Help retain top rated science, technology,and research talent in the region g. Provide a living laboratory for cutting-edge sustainability development h. Create an environment for technology companies to seed, take root and make a hom e in Bozeman, the region, and the state i. Tap into the commercial patential of private and federal dollars invested in research Factors Critical To Success of the Montana State University Innovation Campus The first factor necessary for the successful development of the MSU Innovation Campus is capital. On the other hand, capital is necessary, but not sufficient for success. Of equal importance is a long-term perspective and ample patience. Tech parks take years to progress from concept to critical mass. Some of the most notable parks took a decade,if not decades, to emerge to success. Often,tech parks that identify and secure one or more anchor tenants can reduce the time to as few as 10 years. In March 2008, the National Research Council convened a conference on best practices among science and technology parks around the world. The symposium identified six best practices: • One or more committed champions. 26 o That is,an individual or individuals who possess both the dedication, energy, and to a significant extent, the power and influence to get a project off the ground and see it through to completion. • Effective leadership with the capabilities and resources to create and nurture networking and collaboration among the residents of the park is critical. o Furthermore, a dynamic, capable leader can attract entrepreneurs, capital investors and other necessary people to the broader network structure of the park. • Funding, both public and private, to support development of the tech park as well as provide risk capital for innovation and commercialization of ideas. o The most successful tech parks generally operate in a rich environment of stable access to venture capital for new companies,as well as private equity and debt financing vehicles for more established firms. • Bridging Institutions or other long-term governance mechanism to maintain and continuously develop the tech park's vision. • Soft Infrastructure, which includes the human factors that create and maintain the talent pool necessary to fuel innovation and help companies to grow. o Soft infrastructure includes housing options, educational systems, and lifestyle amenities among others. • Metrics or measures to allow for proper evaluation of the performance and contribution of the tech park in light of the commitments of investors,governments and the community. Another study prepared by Battelle in 2007 identified several important features and trends in the development of current tech parks. The study notes that research/tech parks have evolved from the early 1960's stand-alone model to a form that is today much more integrated into their communities. These parks tend to be master planned developments with a mix of academic, industrial, commercial and residential structures. Because people work, live and play in these integrated communities,on-site amenities must be provided commensurate with the demands of the park tenants and residents. The Battelle study notes several challenges that must also be addressed, including facilitating relationships -cultural and commercial-between business and universities. As well, it is necessary to address the challenges of commercialization inherent in bringing any new product idea to market. 27 Additional Critical Points: • University affiliations. o While virtually every tech park is linked to at least one university, having the collaboration of several institutions significantly increases the likelihood of viability. • Anchor tenants help create the critical mass,and cash flow, necessary to carry a park from concept to reality (and serve as a powerful magnet for start-ups and talent). • Industry clusters attract tenants;and new companies spin off from existing firms. o Clusters become virtuous circles, the more pronounced they become the strong they attract other like businesses. o Early incentives to attract anchor tenants can build important momentum in establishing clusters. • Hard infrastructure o Data bandwidth o Electrical capacity and redundancy o Lab space o Office space o Light-manufacturing space o Transportation access (including bus, car and bicycle) o Security o Dining (convenience and better quality establishments) o Hotel/Conference facilities • Price competitiveness o Taxes/Incentives o Rents o Labor o Indirect costs • Flexibility o Building uses o Floor plans o Lease options o Flex construction 28 • Proximity to o Affordable and attractive housing o Transportation options o Restaurants.Night life,Culture o Quality-of-life activities • Round the clock life style opportunities o 24/7 accessibility o Security In addition. Several Observations • It is important to note that virtually every Tech Park successful or not, has received significant investment of public funds. • It will be difficult to achieve qualitative success and probably more difficult to achieve quantitative success (i.e.,return on financial investment). In fact, "making the numbers work" may require support from civic-minded philanthropies/philanthropists. • While it is most likely that data intensive companies will be attracted to the technology park because of the proximity to the fiber lines, it will be important to also target more people-intensive industries and business to create adequate demand to sustain the ancillary amenities that bring a tech park to life. • While it is not clear which came first -park or culture-most thriving tech parks are located in communities that celebrate entrepreneurship and risk taking. • The most famously successful parks achieved their success over a long period of time. Consequently, it is worth again emphasizing the importance of governance structures bridging institutions, and perhaps,most important.patience. Sustainability Certain types of building are disproportionate users of resources for example data centers, clean rooms and laboratories. In other words, the types of buildings that you would expect to find in a technology park. According to Laboratories for the 21st Century (Lab21(9).a laboratory can demand 3-8 times the energy of a traditional office building. A laboratory hood requires as much energy as three homes. Design matters. As energy consumption and pollution become increasingly important in evaluating new development designed-in sustainability factors will play a role in project selection. It is reasonable to believe that the "sustainability quotient" of a facility can become a competitive advantage. Designed-in sustainability can increase value of a building, decrease its operating costs, and increase tenant appeal. 29 Practices and design that will lead to higher building values for buildings designed to achieve efficiencies. All achieved with little added construction cost (1% for "silver" LEED certification,2-3% more for gold"or "platinum"). The MSU Innovation Campus site offers ideal characteristics to create the single best example of sustainable planning design and building in the world. The City of Bozeman is positioned to respond to and lead (sustainable design) trends and, in so doing, become a capital of Green Innovation. Green building and practical Green economic development. Bozeman can become to sustainability what Silicon Valley is to Information Technology. Conclusion MSU Innovation Campus' size and location factor into producing a world-class tech park that will create many jobs and enhance Bozeman's global competitiveness as a high- technology center and "Hot-Spot"for entrepreneurs to locate and/or expand. The MSU Innovation Campus will attract high-growth high-tech value companies, capable of substantial investment in facilities and people. The MSU Innovation Campus site benefits from close proximity to Montana State University and Gallatin Collage,and many of the region's major research and high-tech companies; it is also adjacent, and connected to, high-bandwidth fiber lines, a critical asset to companies that place a premium on data speed. In support of creating a Technology district, companies will be highly engaged in technology based operations within Montana through the employment of knowledge or labor add value to a product, process, or export service that will create new wealth and sales for which at least 50% of the sales of the business and collaboration efforts will occur outside of Montana, thus supporting the mission for partnerships and economic growth on national and global levels. Supporting the idea of expanding and developing a world-class technology park-the MSU Innovation Campus- is worthy of serious consideration. Such an endeavor will be complex, requiring sound planning, visionary champions,skilled leadership,and most importantly, collaboration between the public (City,County and State) and the private (universities, corporations,civic and neighborhood leaders) sectors. We believe the MSU Innovation Campus not only has the potential to transform the city, but also the entire region, and the State of Montana. 30