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HomeMy WebLinkAboutFY27 - Urban Renewal Action Plan - South Bozeman SOUTH BOZEMAN TECHNOLOGY DISTRICT FY2026 ANNUAL REPORT and FY2027 WORK PLAN AND BUDGET FY2028 WORK PLAN AND BUDGET 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. South Bozeman Technology District (SBTD) FY2026 Annual Report (July 1, 2025 to June 30, 2026) Highlights of investments are documented below. The only expenses in FY26 are for personnel, $6,500, and legal fees, $5,000 South Bozeman Technology District (SBTD) FY2027 Work Plan (July 1, 2026 to June 30, 2027) Contracted Services $10,000 Per the development agreement with Big Sky ICINF, LLC, staff anticipates the district will bond in FY2027 to reimburse the developer for the construction of public infrastructure related to the Aurora R&D and Engine Works buildings. Staff is requesting budget authority to spend up to $10,000 of existing cash-on-hand for costs related to issuing bonds related to the Development Agreement with Big Sky ICINF, LLC including bond council and municipal bond finance professionals. Development Agreement with Big Sky ICINF, LLC $3,599,200 Please note that there is currently a development agreement, adopted pursuant to Resolution 5420, with Big Sky ICINF, LLC to reimburse the developer for the construction of public infrastructure related to the construction of two buildings within the District on the MSU Innovation Campus. The development agreement is not a guarantee of reimbursement or bonding for reimbursement. Road network infrastructure is complete on the Innovation Campus. A tax generation analysis will determine if the debt coverage ratio exists to bond for reimbursement to the developer for the improvements. Bond issuance is expected in FY27. South Bozeman Technology District (SBTD) FY2028 Work Plan (July 1, 2027 to June 30, 2028) Contracted Services $82,000 Per the development agreement with Big Sky ICINF, LLC, staff anticipates the district will bond in FY2027 to reimburse the developer for the construction of public infrastructure related to the Aurora R&D and Engine Works buildings. Staff is requesting budget authority to spend up to $82,000 of existing cash-on-hand for costs related to issuing bonds related to the Development Agreement with Big Sky ICINF, LLC including bond council and municipal bond finance professionals. Debt Service $276,900 As part of the development agreement with Big Sky ICINF, LLC, the City will issue bonds to reimburse the developer for public infrastructure associated with the construction of multiple buildings on the Campus. Approved Development Agreements Development Agreement with Big Sky ICINF, LLC (Appropriated in FY27) $3,599,200 Please note that there is currently a development agreement, adopted pursuant to Resolution 5420, with Big Sky ICINF, LLC to reimburse the developer for the construction of public infrastructure related to the construction of two buildings within the District on the MSU Innovation Campus. The development agreement is not a guarantee of reimbursement or bonding for reimbursement. Road network infrastructure is complete on the Innovation Campus. A tax generation analysis will determine if the debt coverage ratio exists to bond for reimbursement to the developer for the improvements. Bond issuance is expected in FY27.