HomeMy WebLinkAbout04-16-13 Downtown Tax Increment Finance District (TIF) Minutes /
Downtown Tax Increment Finance
Board Meeting Minutes
April 16, 2013
Attending: Bobby Bear, Bob Hietala, Vonda Laird, Bob Lashaway, Scott Lee, Bill Stoddart, Chris Naumann, Carson Taylor
Absent: Shannon Haish
Public Comments
None
Disclosures
Minutes
ACTION: Bob
Lashaway moved to approve the March minutes as presented.
Bill Stoddart seconded the motion.
All voted in favor.
Financial Report
Chris presented the financial report indicating
that there was very little activity since last month.
The only four expenses were $23,937 for 4th quarter management fee; $856.00 for purchase of streetlamp parts; $1,025.00 for technical
grant; and $60.00 for annual Linx transportation co-op dues. Chris pointed out the difference between the Management Fee budget and actual paid—a $150 difference—and said he would discuss
the discrepancy with Susan. There was no further discussion regarding finances.
Executive Director’s Report
Technical Assistance Program Update—no new grants
As you can see from the
chart below, 9 grants have been awarded so far this year. The total committed funds for these projects total $58,500 of the $125,000 budget. Keep in mind that the committed grant amounts
are only tentative since the actual reimbursement amount will be determined as a one to one match upon completion of the grant work. As a reminder, the Planning grants have a $7500 cap
and the Façade grants are capped at $3000.
**Grants listed in bold have been completed as the applicant has submitted all materials and been reimbursed (4 of 9 projects)**
2013 Downtown
Technical Assistance Program
Project Name
Project Address
Applicant
Professional
Grant Type
SWN Creekside
317 East Mendenhall
Susan Neubauer
Weirich & Greenspace
Facade
R
ialto-SRO Live
12 West Main
Stephen Michael
CTA
Planning
303 East Main
303 East Main
Helori Graff
Van Bryan
Planning
303 East Main
303 East Main
Helori Graff
Van Bryan
Facade
Lindley Park Hotel
712 East Main
Anthony Renslow
Works Partnership (OR)
Planning
SWN Creekside
317 East Mendenhall
Susan Neubauer
Hyalite Engineers
Planning
Block G--North
25
East Lamme
Block M, LLC
Intrinsik
Planning
Block G--South
25 East Mendenhall
Block M, LLC
Intrinsik
Planning
Bozeman Spirits
121 West Main
Jim Harris
Locati
Planning
TIF
Legislation Updates
As of our March meeting, HB443 had been tabled by the House Taxation Committee on Monday, March 20th. Yet on March 25th it was “taken from table” in committee. Three
days later it passed 2nd reading but failed on 3rd reading only two days later having been reconsidered for 3rd reading it passed the House.
The Senate Taxation Committee held a hearing
on the bill and tabled it on April 12th. I requested an update from Mike Phillips—a committee member—but I have yet to hear back from him.
Previous notes: House Bill 443 would seriously
restrict the power of TIF districts to fund major infrastructure projects. The bill would essentially negate the ability to issue bonds against TIF district revenues by mandating that
any bond debt service must be retired within 15 years of district formation. I submitted comments to the House Taxation Committee expressing my opposition to HB443. The committee heard
the bill on Monday February 18th.
Downtown Construction Updates
Northwestern Energy closed North Willson between Main and Mendenhall to upgrade the gas main running through the adjacent
alley. The work will take approximately 2 or 3 weeks to complete.
I facilitated a meeting between Northwestern and the Etha/Armory Hotel team to discuss any potential to improve or expand
the gas service at the Armory site. We also discussed the need to elevate the existing power lines and transformers to accommodate the height of the proposed hotel.
Previous notes: The
Mendenhall Underground Utility project will start during the second half of May 2013 and will last 90 days or less. The project will extend from Broadway to 7th Avenues and involve the
installation of new water and sewer lines. Only two or three blocks will be under construction at any given time. The contract stipulates that Mendenhall must be open to through traffic
during all downtown events during the period of construction.
Recycling Receptacles and Service
Last year we discussed purchasing 6 to 8 additional recycling receptacles to be placed
along Main Street. The City Solid Waste Department had agreed to provide two collection points downtown for the BID Maintenance staff to transfer the pre-sorted recyclables.
I have postponed
purchasing the receptacles due to consideration by the City to convert municipal recycling to a “single-source” system which would eliminate the need to buy three-bin receptacles. The
three-bin units are obviously much larger and therefore much more expensive than a single-unit we would need to accommodate a single-source system. The City should announce whether or
not they are going to convert to a single-source system by the end of the month.
Downtown Parking Updates
Parking Fact of the Month: Run to the Pub netted the third highest daily revenue
in the history of the garage.
The last week the cracks in the first floor were repaired and new yellow paint was applied to the stalls, arrow markings and curb highlights.
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Discussion and Decision Items
COB Downtown Planning Initiatives
Chris reviewed to four B3/Downtown District issues that were discussed at last month’s meeting.
3D Modeling Project
This
would provide computer generated three dimensional massing model of the downtown district. This tool would be used to consider new developments.
The project would be done in conjunction
with the MSU Community Design Center. The CDC charges $5000.00 for a semester of work. Examples: DURT Project and Etha Hotel
Discussion: Chris informed the board that this would be a
FY2014 project and he placed a specific line item to fund this project in the FY14 budget.
B3 Zone Map Amendment
The Bozeman Community Plan prescribes several boundary modifications
to the downtown B3 zoning district. These by and large involve converting small portions of the surrounding Rx and B2 zone to the B3 designation. Doing so will better suit those properties
for redevelopment. This could be completed for approximately $2000-$3000. Example: Harringtons/Seed Company ZMA
Discussion: Chris suggested that after finalizing the exact properties
to be considered for rezoning that he would reach out to those owners to discuss. The board recommended that Chris request written bids from qualified planning firms. The following firms
were named: Intrinsik, ThinkTank, CTA, Morrison-Maierle, Sanderson-Stewart.
B3 Code Amendments
There are a variety of code amendments that need to be made in the B3/Downtown district.
These include but are not limited to: revising the definitions of allowable housing types; adding an allowance for business signage in alleys; adding a provision to allow businesses
to have primary entrances off an alley.
Costs, if any, have yet to be determined.
Discussion: Chris reminded the board that this would take time to develop during FY2014.
Historic Inventory Update
The historic inventory
for the B3 district is from the 1980s. With such an antiquated inventory, property owners are required to provide an update for any structures they are looking to redevelop—adding another
layer of bureaucracy and permitting to each and every project. Initial cost estimates have not been completed though each residential property would cost $150 and each commercial building
would cost $300. The COB has some funds reserved for this project and would be looking for matching funds. Example: Block M Project
Discussion: Courtney Kramer, COB Historic Preservation
Planner, presented a proposal to fund updating the historic inventory for at least 100 strategic downtown properties.
To: Chris Naumann, Downtown Bozeman Partnership
From: Courtney
Kramer, Historic Preservation Officer/ Planner I
Date: April 10, 2013
RE: Joint project to update Historic Property Record Forms in the B-3 zoning district
Outdated data set is a hurdle
for development:
The Downtown Plan, created in 2009, outlines the potential for new commercial and dense residential development in the B-3 zoning designation, which stretches 2-3 blocks
south of Main Street and 3-4 blocks north of Main Street. This zoning area includes portions of Bozeman’s historic core which were initially developed as low-density residential and
other less-intensive uses. This area is also within Bozeman’s Neighborhood Conservation Overlay District (NCOD), which places a primary emphasis on the preservation of historic structures.
The two goals are not mutually exclusive, but the lack of sufficient, credible information about the historic structures in the B-3 area sometimes puts the Downtown Plan and the NCOD
at odds.
The City of Bozeman’s Community Development Department relies on the 1984 Montana Historical and Architectural Inventory forms to identify historically significant and non-significant
properties within the NCOD. The “Inventory” served as the starting point for creation of the Main Street Historic District, on the National Register of Historic Places, as well as Bozeman’s
other eight historic districts.
Within the B-3 zoning designation, this 30 year old data set evaluates roughly 600 properties. The outdated Inventories identify the historic status
of each property, determining properties to be either “contributing,” “non-contributing,” “intrusive,” or “neutral” to a potential historic district. The information on the Inventories
determines the City’s development review process.
As the City lacks sufficient current records to quickly inform property owners and potential redevelopers of a property’s historic
status, potential investments in downtown must first update the Inventory for their property. This slows down planning for redevelopment and reduces the level of predictability in the
outcome of the City review process.
In short, the lack of current information about historic structures in the B-3 area is a hurdle for new development of Bozeman’s historic core.
Downtown
Partnership and Community Development Department partner to update the data set:
The City would like to pool resources with the Downtown Partnership to update the data set identifying historic structures within the B-3 district. Creation of new, more accurate records
will enhance downtown development by identifying structures which are historic and should be preserved, as well as those which may be extensively altered or demolished. A new data set
will enable City Staff to answer development inquiries quickly and with a high level of certainty. Better information will enable investors to more quickly perform due diligence activity
and move forward with project development.
Ideally, we’d update the data set for the entire B-3 district in one project. The 1984 Inventory indicates 474 different properties within
the B-3 zoning district; of these 132 contribute to a potential historic district, 10 were labeled non-contributing, 89 properties were labeled “Intrusive,” 195 Inventories are missing
and 48 were labeled “neutral.” Of the 1984 Inventory terms, only “contributing” and “non-contributing” are currently used by historic preservation professionals (an indicator of how
the current standards have evolved and emphasizing the need to update the inventory). The Inventory Form itself has also been replaced by the Montana State Historic Preservation Office
(SHPO) with a Property Record Form. The Property Record form is both more useful in its comprehensive information and can be handled electronically to make information transfer simpler.
B-3
Zoning Area- 1984 Inventory
Contributing
132
Non Contributing
10
Neutral
48
Intrusive
89
Missing
195
Total properties in B-3
474
Many of the properties are
within the geographical boundaries of an established historic district; 174 properties in the Main Street Historic District, three in the Bon Ton District, one in the North Tracy District
and four in the South Tracy/ South Black District. Of the properties in the Main Street District, an extensive number have been restored (Avant Courier Building, Story Block, etc), demolished
or destroyed (2009 Fire, Story Motor Co) or extensively modified (First Security Bank) since the 1986 nomination.
Main Street District- 1986 National Register Nomination
Contributing
84
Non-C
ontributing
7
Neutral
9
Missing
59
Intrusive
18
Total properties in Main St. Dist.
177
Though changes have occurred in the historic districts, likely in a direction
which would add contributing properties to the district, Staff believes the data set for this area is sufficient and recommends placing properties in established districts at a lower
priority for the project.
City Staff would like to focus the data update on properties in the B-3 which were deemed “neutral,” “intrusive” or “non-contributing.” Staff also recommends
evaluating a handful of properties deemed “contributing” which are known to have been modified since 1984 in a manner which undermines the property’s historic significance. The update
would also create Property Record Forms for properties for which the City is missing historic inventory records.
Properties in B-3, excluding historic districts
Contributing
41
Non Contributing
3
Neutral
38
Intrusive
69
Missing
135
Total properties in B-3
286
An initial
analysis of the City’s Historic Inventory records indicates that roughly 69 properties were identified as “intrusive,” 38 were identified as “neutral,” and we are missing Inventory records
for 135 properties; a total of 242 properties.
Staff anticipates the cost of updating the information for 242 properties to exceed six figures. As an alternative, Staff proposes the
City and the Downtown Partnership share the cost of creating at least 100 new Property Record Forms in the downtown area. Butte/ Silverbow County completed a similar project in 2009,
at a cost of $30,000 for 100 new Property Record Forms. City Staff would work with the Downtown Partnership, the consultant and the Bozeman Historic Preservation Advisory Board (BHPAB)
to identify which 100 properties should be included because of anticipated development pressure.
A consultant who satisfies the Secretary of the Interior’s Standards for Historic Preservation
Professionals (attached) would be hired through a Request for Proposals (RFP) process. City Staff, the Downtown Partnership and the BHPAB would participate in drafting the RFP and selection
of the consultant.
Proposed budget to update at least 100 Property Record Forms:
City of Bozeman Staff a $30,000 budget for this endeavor, with the City supplying $15,000 in funding
if the Downtown Partnership matches the funding with $15,000. As the proposed budget does not address the entire B-3 zoning district, if the work is less costly than anticipated staff
suggests adding additional inventory forms to the project rather than expending fewer funds.
Proposed timeline:
April 2013:
Discussion with Downtown Partnership; authorization of matching
funds
May 2013:
City Manager authorization to expend funds. Cash on hand funds do not need City Commission authorization.
Draft of Request for Proposals (RFP)
June 2013:
Issuance
of RFP
July 2013:
RFP responses due
Committee selection of consultant
Contract negotiations
August- October 2013:
Project completion
October 2013:
Property Record Form drafts due
for review by City
November 2013:
Property Record Forms sent to SHPO for review
December 2013:
Final Property Record Forms made available to the public
Attachments:
Map showing results of 1984 Inventory in the B-3 zone
Example
of 1984 Montana Architectural and Historical Inventory
Example of BSB Property Record Form created in 2009
Secretary of the Interior’s Standards for Historic Preservation professionals
ACTION: Bob
Lashaway moved to approve $15,000 to match the COB Community Development funds to complete a strategic downtown historic inventory update.
Bob Hietala seconded the motion.
All voted
in favor.
COB Downtown Planning Initiatives
Chris presented a draft of the FY2014 Budget. He pointed out that “income” would be similar but slightly higher than FY13 due to a larger
starting cash balance and an anticipated increase in the COB Interlocal Share.
Chris said there would be a slight increase in the Partnership Management Fee—the first in several years.
Chris
proposed itemizing some of the expenses under “DBIP Implementation Funds” to include planned projects/expenditures. The board agreed this was a good improvement.
The Board discussed
potentially increasing the “Residential Incentive Program” dollar amount from $100k to $150k to accommodate and further incentivize the surging housing market.
The Board also talked
about increasing the “Code Compliance Program” to fund four or five maximum-award projects.
Chris said he would make further adjustments to the budget for approval at the May meeting.
The
board asked Chris to request clarification on how TIF income is transferred to the TIF account—monthly or quarterly.
With no further new or old business to discuss, Bobby adjourned
the meeting.