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HomeMy WebLinkAboutCTA Bozeman TIF-TED SOQ FinalSTATEMENT OF QUALIFICATIONS FOR Tax Increment, Targeted Economic and Urban Renewal District Consulting Services City of Bozeman, Montana November 30th, 2015 ii REQUEST FOR QUALIFICATIONS | TIF, TED AND URBAN RENEWAL DISTRICT CONSULTING SERVICES November 30th, 2015 To Whom it May Concern: City of Bozeman Department of Economic Development Post Office Box 488 Bozeman, MT 58835 RE: Request For Qualifications for Tax Increment, Targeted Economic and Urban Renewal District Consulting Services It is a pleasure to submit our statement of qualifications for consulting services to assist the City of Bozeman’s Department of Economic Development with on-going activities in the Northeast Urban Renewal District, South Bozeman Technology District, Bozeman Midtown Urban Renewal District and the North Park Industrial District. CTA Architects Engineers is a multi-disciplined firm established in Billings, Montana, in 1938. We are specialists in Tax Increment Financing, Downtown Master Planning, Market Analysis, Mixed-Use Architecture, and public engagement. Members of our collaborative team have worked in the past on administering TIF districts, developing urban master plans and growth policies, housing plans, parks and recreation plans, streetscape plans, and public infrastructure facility plans. Specifically, we are proposing a team of well qualified planners who are committed to aiding the City in its mission to maximize the economic development potential which will spur mid- to high wage job growth. Our team understands the value of TIF’s not only in the City of Bozeman, but elsewhere in the state. In addition to working on several redevelopment projects within the City of Bozeman’s TIF districts, we are intimately familiar with the regulations governing Tax Increment Finance Districts and Targeted Economic Development Districts and are prepared to assist the City in any creation, modification and sun-setting activities within the districts. We are excited about the prospect of working on this unique collaborative effort with the City of Bozeman. Thank you for the opportunity to share with you our expertise and experience. We look forward to working with you in the future. Sincerely, Wayne Freeman, asla, rla Principal-in-Charge Brent Moore, aicp Project Manager 1CTA ARCHITECTS ENGINEERS TABLE OF CONTENTS 1. Firm’s Legal Name and Overview ..................................................................................................2 2. Statement of Experience and Qualifications ..............................................................................3 3. Demonstrated Familiarity with the City of Bozeman’s Municipal Code .............................15 4. Demonstrated Familiarity with the Statutes Governing TIF/TED Districts ........................16 5. Statement Regarding Work Provided to the City of Bozeman ..............................................22 6. Examples of Any Work Provided to the City on Any Active TIF/TED Districts ..................23 7. Three Professional References ........................................................................................................25 8. Promotional Materials .......................................................................................................................26 Cover Letter ................................................................................................................................................ii 2 REQUEST FOR QUALIFICATIONS | TIF, TED AND URBAN RENEWAL DISTRICT CONSULTING SERVICES 1. FIRM’S LEGAL NAME AND OVERVIEW CTA Architects Engineers was established in Billings, MT, in 1938 by Ralph Cushing and Everett Terrell – one an architect, one an engineer. As the original leaders of the firm, they realized the most effective and efficient approach to provide professional services was to offer an integrated and collaborative planning and design approach. Today, the core philosophy of CTA centers on that premise. As design, engineering, and planning become more sophisticated, we continue to add specialists to our staff to provide a complete and well- balanced palette of design services for our clients. CTA has 400+ staff members in 18 regional offices located primarily in the Intermountain West. Legal Name: CTA Architects Engineers Address: 411 E. Main Street, Ste. 101 | Bozeman, MT 59715 Telephone: 406.896.6285 Email: brentm@ctagroup.com Website: www.CTAGROUP.com 400+ CTA Architects Engineers $400M+ 77 18 Professionals Annual construction volume Years in business Locations 3CTA ARCHITECTS ENGINEERS 2. STATEMENT OF EXPERIENCE AND QUALIFICATIONS CTA has experience to support the City of Bozeman with consulting services for Tax Increment, Targeted Economic and Urban Renewal District Consulting Services. CTA provides a particular advantage for the City of Bozeman due to our in-depth knowledge of Bozeman supported by our diverse experience throughout Montana. The team has the right balance of expertise critical to broad success for the districts. We have worked for numerous public sector clients throughout Montana as well as developers inside the City limits of Bozeman, and understand the partnership opportunities these districts provide to the public and private sector. Currently, much of our planning work is focused on one-year contracts for general planning services. We currently have annual contracts in Montana with the State of Montana, Stillwater and Carbon Counties and the City of Laurel. In addition to these ongoing service contracts, we also are contracted to complete individual planning efforts. We are just completing an Urban Renewal Plan in South Kalispell and were part of Kalispell’s early efforts to obtain a TIGER Grant in relationship to their Core Area Plan and TIF District. Our delivery of services through this project will be through a team approach. It is in this team of experts that Bozeman will benefit from each individual’s expertise. We are familiar with working as an extension of City Staff to help achieve project goals on an on-going basis. 4 REQUEST FOR QUALIFICATIONS | TIF, TED AND URBAN RENEWAL DISTRICT CONSULTING SERVICES Monica Plecker Project Planner Monica Plecker will provide the majority of expertise on TIF District regulations, having recently authored an updated TIF Manual through the state of Montana along with her extensive work with TIF districts and Special Improvement Districts (SIDs) in Laurel. Monica has 4 years of experience in TIF district administration in Montana. Prior to working for CTA, she served as the Planning Director for the City of Laurel where she was responsible for all aspects of TIF administration. Specifically, she provided staff support to the Laurel Urban Renewal Agency, administered grant programs to make sure projects were in compliance with urban renewal plans and other district policies. She also worked directly with facilitated capital projects and facilitated redevelopment projects with district property owners and the City. Using her knowledge of TIF districts and recognizing needs relating to sun setting, Monica helped to develop a capital projects funding strategy that considered increment revenue, bonding capacity to create a 7 year working plan. The plan has shown to be successful as one project is currently under construction and the other out to bid for spring construction. Doug Riley Project Planner Doug Riley will play an integral role in assuring that the project team understands the local community and the complex regulatory environment of Bozeman. Mr. Riley joined CTA as a Planner with over 22 years of local government planning experience in Montana, Colorado and Michigan. While primarily focusing on development review and entitlement projects, his experience also includes several special community planning efforts and updates to growth management plans. Doug served previously as a Senior Planner for the City of Bozeman and has extensive knowledge of regulations within the City of Bozeman. EXPERIENCE AND QUALIFICATIONS OF PROJECT TEAM Wayne Freeman, ASLA, RLA Principal-In-Charge Wayne Freeman will lead the team and provide a consistent presence to the client in order to insure CTA’s performance. As an Associate Principal and Director of CTA Site, Wayne is responsible for the firm’s civil engineering, planning and landscape architecture ventures. Wayne has 30 years of professional experience in landscape architecture, land planning and environmental planning. As the firm’s senior practicing landscape architect, he often is the principal in charge for complicated and diverse projects that involve dozens of professional staff and tens of millions of dollars in construction costs. In addition to urban design and planning experience, Wayne’s home office is Bozeman and he has worked on numerous projects in the Bozeman area. Brent Moore, AICP Project Manager Brent Moore will be the daily project manager, and will work to insure lines of communication are open between project team members, City Staff, TIF District board members, elected and appointed officials, and the public. Brent is the Planning Group Manager, responsible for managing community development activities related to long range planning, growth management, and development services. Brent’s work focuses on place- making and public facilitation of complex issues related to a community’s history and visions for change. Brent is located in CTA’s Red Lodge, Montana office. 5CTA ARCHITECTS ENGINEERS Dave Dixon, AICP Project Planner/GIS Dave Dixon will assist in the development of plans and GIS mapping within the districts as well as providing insight from our experience beyond Montana. Dave is a Planner in CTA’s Denver, Colorado office. Dave is particularly experienced with planning in the cities and counties of the Rocky Mountain West. He has assisted in current and comprehensive planning for several communities and brings his mapping and design specializations to the project team. Dave will assist in all tasks, while specifically providing GIS, public outreach, and document preparation for the project. Erik Garberg, pe Civil Engineer Erik Garberg will be available to provide insights into big picture infrastructure issues. As a Civil Engineer Erik’s background has touched on all aspects of Civil/Municipal Engineering and Land Development. His experience extends from working with solid waste districts to earthen dam inspection. He has worked for groups as varied as local airport authorities to large scale private land developers. In addition to his technical background Erik has spent significant time developing public policy as a CIty of Bozeman Planning Commissioner and on numerous planning and zoning boards. This work provides him insight into municipal finance and budgeting, public process, and entitlements. Stephanie Ray Public Outreach Planner Stephanie Ray will assist in facilitation of public meetings. Here abilities to synthesize information and build partnerships backed by a solid understanding of public infrastructure issues will aid in the successful adoption and implementation of plans. Ms. Ray joined CTA as a Planner with over 15 years of experience in local government planning and project management. She has extensive experience in public outreach and education, grant writing and administration, and comprehensive planning. In addition, Stephanie has developed a number of facility plans focused on public infrastructure, including transportation, stormwater, water and wastewater plans. Wes Baumgartner, asla, rla Landscape Architect Wes Baumgartner will insure that an eye for Design remains a part of the overall vision for each of the districts we serve. Wes’ experience has been focused in the visioning and design phases of projects. This focus includes site planning, land use planning, master planning, site layout, and conceptual design presentations. Wes has worked on projects of various sizes and uses and strives to bring individuality and appropriateness to each. Wes has worked extensively on design issues in a number of the TIF Districts around Bozeman. 6 REQUEST FOR QUALIFICATIONS | TIF, TED AND URBAN RENEWAL DISTRICT CONSULTING SERVICES Red Lodge LaurelLivingston Kalispell Billings Miles City Colstrip Jordan Bozeman TIFD/TEDD Project Current Planning Zoning Code Growth Policy Other Planning/Design Project Current CTA Planning Group Oce Plentywood Froid Wolf Point VALLEY HILL PHILLIPS BLAINE FERGUS PARK ROSEBUD BIG HORN FLATHEAD CUSTER GARFIELD CARTER BEAVERHEAD LINCOLN MADISON GLACIER CHOUTEAUTETONLAKE MCCONE RAVALLI SANDERS TOOLE CASCADE POWELL GALLATIN DAWSON MISSOULA CARBON MEAGHER PRAIRIE POWDERRIVER FALLON ROOSEVELT RICHLAND GRANITE DANIELS SHERIDAN PONDERA LEWIS &CLARK LIBERTY YELLOWSTONE STILL-WATER JEFFER-SON PETROLEUMJUDITHBASIN MINERAL SWEETGRASS MUSSELSHELLWHEATLAND WIBAUX TREASURE BROAD-WATER GOLDENVALLEY SILVERBOW DEERLODGE The team we have assembled for this project has broad geographic experience across the state with TIFD/TEDDs, current planning, long-range planning and other projects. The map above illustrates what we do, where we live and where we work. Red Lodge LaurelLivingston Kalispell Billings Miles City Colstrip Jordan Bozeman TIFD/TEDD Project Current Planning Zoning Code Growth Policy Other Planning/Design Project Current CTA Planning Group Oce Plentywood Froid Wolf Point VALLEY HILL PHILLIPS BLAINE FERGUS PARK ROSEBUD BIG HORN FLATHEAD CUSTER GARFIELD CARTER BEAVERHEAD LINCOLN MADISON GLACIER CHOUTEAUTETONLAKE MCCONE RAVALLI SANDERS TOOLE CASCADE POWELL GALLATIN DAWSON MISSOULA CARBON MEAGHER PRAIRIE POWDERRIVER FALLON ROOSEVELT RICHLAND GRANITE DANIELS SHERIDAN PONDERA LEWIS &CLARK LIBERTY YELLOWSTONE STILL-WATER JEFFER-SON PETROLEUMJUDITHBASIN MINERAL SWEETGRASS MUSSELSHELLWHEATLAND WIBAUX TREASURE BROAD-WATER GOLDENVALLEY SILVERBOW DEERLODGE 7CTA ARCHITECTS ENGINEERS WayneFREEMAN aSLa | RLa Wayne is an Associate Principal and the Director of CTA Site overseeing the company’s landscape architects, civil engineers and planners. He has twenty-eight years of experience in designing and building athletic complexes. He has extensive experience in parks and recreation and athletic field planning and design, urban planning and design, environmental planning, land use planning, corridor planning, design and redevelopment at the community and regional scale. Wayne has also been involved with more than 100 parks and recreation projects ranging in size from 3-acre neighborhood parks to regional athletic complexes of hundreds of acres. PROFESSIONAL REGISTRATION Landscape architect / CO, MT, Wa, ID, OR, nM, nV, IL, KS, aZ, aLBeRTa, CanaDa AFFILIATIONS CLaRB Certified Landscape architect american Society of Landscape architects Montana Recreation and Parks association EDUCATION Bachelor of Landscape architecture, University of Illinois, 1985 PROJeCT LanDSCaPe aRCHITeCT RELEVANT EXPERIENCE South West Montana Veterans Home, Montana Division of Architecture and Engineering Cache River Visitor Center, Cypress Creek NWR US Fish and Wildlife Service Oregon Trail Historic Byway, Corridor Management Plan, Torrington, WY Montana Heritage Center, Helena, MT - Montana A & E Runge Nature Center, Jefferson City, MO Missouri Department of Conservation Cahokia Mounds Interpretive Center, Cahokia, IL Meeting of the Great Rivers National Scenic Byways, Public Access Sites, Various Communities in IL Illinois Department of Transportation Henry Barkhausen Interpretive Center, Cache River, IL Tug Fork GreenWay, 12 access sites over 125-mile corridor, WV Huntington District Corps of Engineers Master Land Acquisition Plan, Madison and Jersey Counties, IL Great Rivers Land Trust Land Protection Program-Critical Lands Identification and Preservation Strategies, 120,000-acre Confluence Flood Plain, St. Charles County, MO Great Rivers Habitat Alliance Recreation Access Sites Identification, Dierks, DeQueen & Gillham Lakes, AK Little Rock District Corps of Engineers PROJECT MANAGERPRINCIPAL-IN-CHARGE thirty 8 REQUEST FOR QUALIFICATIONS | TIF, TED AND URBAN RENEWAL DISTRICT CONSULTING SERVICES PROFESSIONAL REGISTRATION American Institute of Certified Planners (AICP) #019312 AFFILIATIONS Member, American Planning Association Board Member, Montana Planners Association EDUCATION Bachelor of Arts, St. Olaf College, 2000 Master of Science in Urban and Regional Planning, Florida State University, 2003 BRENTMOORE AICP Brent is the Planning Group Manager, responsible for managing community development activities related to long range planning, growth management, and development services. Brent’s work focuses on place- making and public facilitation of complex issues related to a community’s history and visions for change. PLANNER RELEVANT EXPERIENCE • Project Manager for planning services for the Town of Ray, ND. Planning projects include review of large development applications, developing a Comprehensive Plan, a Zoning Ordinance, and working with the North Dakota DOT on a corridor plan through City to address a number of critical transportation issues related to the current Oil Boom in western North Dakota. • Current project manager for planning services for Carbon County, MT. Planning projects include subdivision administration, administration of development regulations and update to the Growth Policy. • Project Manager through the Montana Department of Commerce Community Technical Assistance Program (CTAP) to provide planning services to jurisdictions across Northeastern Montana. This work is targeted at mitigating impacts of growth from the Oil Boom in the Bakken. • Project Manager for an update to the Jordan, MT, Growth Policy. • Project Manager for an updated Growth Policy in Sheridan County and Plentywood, MT. The plan includes integrated transportation planning to address rural agricultural and industrial user. • Project Manager for a Master Plan that addressed land use and transportation issues through the town of Roberts, MT. • Project Manager for a feasibility study for a Community Land Trust in Richland County, MT. Worked with the local housing committee on developing recommendations to facilitate workforce housing within Sidney and the surrounding area. PROJECT MANAGER 9CTA ARCHITECTS ENGINEERS PROFESSIONAL REGISTRATION Commercial Building Inspector, International Code Council AFFILIATIONS Montana Association of Planning Association American Planning Association EDUCATION Bachelor of Arts, Political Science, James Madison University MONICAPLECKER PLANNER Monica has 4 years of experience in TIF district administration in Montana. Prior to working for CTA, she served as the Planning Director for the City of Laurel where she was responsible for all aspects of TIF administration. Specifically, she provided staff support to the Laurel Urban Renewal Agency, administered grant programs to make sure projects were in compliance with urban renewal plans and other district policies. She also worked directly with facilitated capital projects and facilitated redevelopment projects with district property owners and the City. Using her knowledge of TIF districts and recognizing needs relating to sun setting, Monica helped to develop a capital projects funding strategy that considered increment revenue, bonding capacity to create a 7 year working plan. The plan has shown to be successful as one project is currently under construction and the other out to bid for spring construction. RELEVANT EXPERIENCE • TIF Manual, Montana Department of Commerce Authored comprehensive manual to be used as a guide to TIF creation and administration for Montana communities. • TIF District Administrator, City of Laurel, MT District administration and facilitation Grant Administration and Implementation Authored policy and grant framework for the Laurel Large Grants Program specifically targeted for large scale redevelopment Execution of TIF funded capital projects Guided master planning process • Planning Director, City of Laurel, MT Authored two TIF overlay zoning districts for the purpose of carrying out the redevelopment goals of the Laurel Urban Renewal Plan. Worked closely with the Urban Renewal Agency board, City/County Planning Board and district stakeholders to build consensus. • Special Improvement Districts, City of Laurel, MT Facilitated property owner consensus for matching funds in conjunction with TIF stormwater project. District creation and administration Assessment and bonding COMMUNITY PLANNER 10 REQUEST FOR QUALIFICATIONS | TIF, TED AND URBAN RENEWAL DISTRICT CONSULTING SERVICES CITY OF IDAHO FALLS ZONING ORDINANCE :: CTA ARCHITECTS ENGINEERS DOUGRILEy Doug has over 22 years’ of local government and private sector planning experience in Montana, Colorado, and Michigan. While primarily focusing on development review and entitlement projects, his experience also includes several special community planning efforts and updates to growth management plans and ordinances. SENIOR PLANNER RELEVANT EXPERIENCE • Senior Planner/Associate Planner; City of Bozeman, MT Current and long-range planning and development review activities within the Community Development Department, including projects within several special overlay and TIF districts; included assistance with updates to growth policy, ordinance updates, and special studies • Senior Planner, Mesa County, CO Current and long-range planning projects including subdivisions, conditional use permits, site plan reviews and code updates. Team member on several community planning efforts including the Clifton and Gateway Community Plans. • Director of Planning and Research, Charter Township of Chocolay; Marquette, MI Managed all planning-related matters for this suburban/bedroom community that included planning and access management considerations along the US-41/M-28 corridor • Project Planner; Wolf Point, MT Contracted planning services for the City of Wolf Point, including updating their zoning regulations • Planner; Stillwater County, MT Contracted planning services • Project Planner; Carbon County, MT Contracted planning services • Project Planner; Ray, ND Contracted planning services AFFILIATIONS Member, American Planning Association Member, Montana Association of Planners EDUCATION Masters of Public Administration, Western Michigan University Bachelor of Science, Central Michigan University DOUG SENIOR PLANNER RELEVANT EXPERIENCE • AFFILIATIONS Member, American Planning Association Member, Montana Association of Planners F EDUCATION Masters of Public Administration,Western Michigan University Bachelor of Science, Central Michigan University Mr. Riley has over 22 years of local government and private sector planning experience in Montana, Colorado and Michigan. While primarily focusing on development review and entitlement projects, his experience also includes several special community planning eorts and updates to growth management plans. RILEY Senior Planner/Associate Planner, City of Bozeman, MT Current planning and development review activities within the Community Development Department including projects within several special overlay and TIF districts. Work also included assistance with updates to the Growth Policy and special studies. Coordinated several applications for City development projects. (2007-2014) • Project Planner, CTA: Murdochs Corporate Headquarters Expan- sion, Bozeman, MT Annexation, Zone Map Amendment, TIF District and Site Plan prepara- tion and coordination for important N. 7th Avenue project. (2015) • Project Planner, CTA: 5 West Mixed Use Building, Bozeman, MT Site Plan and Variance preparation and coordination for 5 story mixed use building in the City Downtown Core. (2014-2015) • Project Planner, CTA: Universal Athletic, Bozeman, MT Re-use (Site Plan) preparation and coordination for retail/oce expansion for N. 7th Avenue project. Assisted with application for awarded TIF District Grant for project improvements. (2014-2015) • Project Planner, Stillwater County, MT Planning services for Stillwater County, MT including Subdivision Administration and City/County Planning Coordination. (2014 – present) • Project Planner, Carbon County, MT Planning services for Carbon County, MT including Subdivision Administration, development permitting and code/process improve- ments. (2014 – present) • Senior Planner, Mesa County, CO Current planning and development review including subdivisions, conditional use permits and site plan reviews. Assisted the Long Range Planning Division with several community planning eorts including the Clifton and Gateway Community Plans. (2004-2007) • Director of Planning and Research, Charter Township of Chocolay, Marquette, MI Managed all planning related matters for this suburban/bedroom community which included planning and access management considerations along the US-41/M-28 Corridor. (1999-2004) • Project Planner, Ray, ND Planning services for the City of Ray, ND. (2014 – present) DOUG SENIOR PLANNER RELEVANT EXPERIENCE • AFFILIATIONS Member, American Planning Association Member, Montana Association of Planners F EDUCATION Masters of Public Administration, Western Michigan University Bachelor of Science, Central Michigan University Mr. Riley has over 22 years of local government and private sector planning experience in Montana, Colorado and Michigan. While primarily focusing on development review and entitlement projects, his experience also includes several special community planning eorts and updates to growth management plans. RILEY Senior Planner/Associate Planner, City of Bozeman, MT Current planning and development review activities within the Community Development Department including projects within several special overlay and TIF districts. Work also included assistance with updates to the Growth Policy and special studies. Coordinated several applications for City development projects. (2007-2014) • Project Planner, CTA: Murdochs Corporate Headquarters Expan- sion, Bozeman, MT Annexation, Zone Map Amendment, TIF District and Site Plan prepara- tion and coordination for important N. 7th Avenue project. (2015) • Project Planner, CTA: 5 West Mixed Use Building, Bozeman, MT Site Plan and Variance preparation and coordination for 5 story mixed use building in the City Downtown Core. (2014-2015) • Project Planner, CTA: Universal Athletic, Bozeman, MT Re-use (Site Plan) preparation and coordination for retail/oce expansion for N. 7th Avenue project. Assisted with application for awarded TIF District Grant for project improvements. (2014-2015) • Project Planner, Stillwater County, MT Planning services for Stillwater County, MT including Subdivision Administration and City/County Planning Coordination. (2014 – present) • Project Planner, Carbon County, MT Planning services for Carbon County, MT including Subdivision Administration, development permitting and code/process improve- ments. (2014 – present) • Senior Planner, Mesa County, CO Current planning and development review including subdivisions, conditional use permits and site plan reviews. Assisted the Long Range Planning Division with several community planning eorts including the Clifton and Gateway Community Plans. (2004-2007) • Director of Planning and Research, Charter Township of Chocolay, Marquette, MI Managed all planning related matters for this suburban/bedroom community which included planning and access management considerations along the US-41/M-28 Corridor. (1999-2004) • Project Planner, Ray, ND Planning services for the City of Ray, ND. (2014 – present) 11CTA ARCHITECTS ENGINEERS AICP AFFILIATIONS Member, American Planning Association EDUCATION Bachelor of Arts / Geography, GIS Emphasis, University of California, Santa Barbara, 2008 Master of Arts, Urban Planning, University of California, Los Angeles, 2011 DAVEDIXON Dave Dixon is a Planner in CTA’s Denver office. Dave is particularly experienced with planning in the cities and counties of eastern Montana and western North Dakota. He has assisted in current and comprehensive planning for several communities and brings his mapping and design specializations to the project team. Dave will assist in all tasks, while specifically providing GIS, public outreach facilitation, and document preparation for the project. PROJECT PLANNER RELEVANT EXPERIENCE • Project Planner for a City Centre Revitalization Discussion Paper in Spruce Grove, Alberta • Project Planner/GIS Specialist for an updated Growth Policy in Sheridan County and Plentywood, MT. - Facilitated public participation and provided complete GIS capabilities including a set of 23 thematic and reference maps to visualize regional geology, land use/ownership, water and sanitation systems, road networks and mineral resources. • Project Planner for a Community Master Plan in Roberts, MT - Developed small- and large-scale streetscape and community design strategies • Project Planner for a Retail Market Analysis in Fort Saskatchewan, Alberta • Project Planner/GIS Specialist for a Growth Policy in Granite County MT. - Provided an updated set of socio-demographic maps and figures. • Project Planner for current and long range planning for the City of Ray, ND. • Project Planner for an updated Growth Policy in Jordan, MT. • Project Planner for a contract with the Montana Department of Commerce Community Technical Assistance Program (CTAP) to provide planning and GIS services to Northeastern Montana jurisdictions. PROFESSIONAL REGISTRATION American Institute of Certified Planners (AICP) #019312 AFFILIATIONS Member, American Planning Association Board Member, Montana Planners Association EDUCATION Bachelor of Arts, St. Olaf College, 2000 Master of Science in Urban and Regional Planning, Florida State University, 2003 BRENTMOORE AICP Brent is the Planning Group Manager, responsible for managing community development activities related to long range planning, growth management, and development services. Brent’s work focuses on place- making and public facilitation of complex issues related to a community’s history and visions for change. PLANNER RELEVANT EXPERIENCE • Project Manager for planning services for the Town of Ray, ND. Planning projects include review of large development applications, developing a Comprehensive Plan, a Zoning Ordinance, and working with the North Dakota DOT on a corridor plan through City to address a number of critical transportation issues related to the current Oil Boom in western North Dakota. • Current project manager for planning services for Carbon County, MT. Planning projects include subdivision administration, administration of development regulations and update to the Growth Policy. • Project Manager through the Montana Department of Commerce Community Technical Assistance Program (CTAP) to provide planning services to jurisdictions across Northeastern Montana. This work is targeted at mitigating impacts of growth from the Oil Boom in the Bakken. • Project Manager for an update to the Jordan, MT, Growth Policy. • Project Manager for an updated Growth Policy in Sheridan County and Plentywood, MT. The plan includes integrated transportation planning to address rural agricultural and industrial user. • Project Manager for a Master Plan that addressed land use and transportation issues through the town of Roberts, MT. • Project Manager for a feasibility study for a Community Land Trust in Richland County, MT. Worked with the local housing committee on developing recommendations to facilitate workforce housing within Sidney and the surrounding area. 12 REQUEST FOR QUALIFICATIONS | TIF, TED AND URBAN RENEWAL DISTRICT CONSULTING SERVICES AFFILIATIONS Montana Association of Planners Montana Economic Developers Association EDUCATION Bachelor of Arts / Psychology, Minor Political Science, Saint Martin’s University, 2010 STEPHANIE A.RAY SENIOR PLANNER Ms. Ray joined CTA as a Planner with over 15 years of experience in local government planning and project coordination. She has extensive experience in public outreach and education, grant writing and administration, and comprehensive planning. RELEVANT EXPERIENCE • City of Yelm, Program/PM 12/17/1997 - 12/17/2014; Yelm, WA Stephanie’s experience as part of the Cities Executive Management Team provides a strong collaborative foundation for understanding the inter-workings of municipal government. She has been successful in coordinating and managing projects and in obtaining grant funding and revenue bond funding for over $25 million dollars in capital improvement projects including construction of municipal buildings such as the Public Works Facility; Public Safety Building; and Yelm Community Center as well as significant infrastructure projects including reclaimed water infrastructure, water infrastructure, sewer infrastructure, wetland habitat restoration projects, and multiple transportation projects. She also was successful in working with Burlington Northern Santa Fe on a 4.5 mile rail line acquisition and initiated the first mile of the Yelm Prairie Line Trail. Stephanie is experienced in negotiating the successful acquisition of right of way for various projects that included extensive public outreach programs. Her background in public communication includes direct media contact with local newspapers and community groups as well as community involvement programs such as open houses, stakeholder meetings, group presentations and individual meetings. She was the City representative at regional meetings and events and has presented on various topics particular to issues such as regional sustainability, water rights mitigation and transportation. • South Kalispell Urban Renewal Plan; Kalispell, MT Public Education and Outreach • Red Lodge School Revitalization; Red Lodge, MT Public Education and Outreach • Sher-wood Airport; Plentywood, MT FAA grant administration for airport improvement projects. • Carbon County floodplain management; Carbon County, MT Assists with floodplain administration and support for Carbon County. • Various State agencies as well as Tribal agencies including the Nisqually Indian Tribe and Squaxin Island Tribe SENIOR PLANNER AFFILIATIONS Montana Association of Planners Montana Economic Developers Association EDUCATION Bachelor of Arts / Psychology, Minor Political Science, Saint Martin’s University, 2010 STEPHANIE A.RAY SENIOR PLANNER Ms. Ray joined CTA as a Planner with over 15 years of experience in local government planning and project coordination. She has extensive experience in public outreach and education, grant writing and administration, and comprehensive planning. RELEVANT EXPERIENCE • City of Yelm, Program/PM 12/17/1997 - 12/17/2014; Yelm, WA Stephanie’s experience as part of the Cities Executive Management Team provides a strong collaborative foundation for understanding the inter-workings of municipal government. She has been successful in coordinating and managing projects and in obtaining grant funding and revenue bond funding for over $25 million dollars in capital improvement projects including construction of municipal buildings such as the Public Works Facility; Public Safety Building; and Yelm Community Center as well as significant infrastructure projects including reclaimed water infrastructure, water infrastructure, sewer infrastructure, wetland habitat restoration projects, and multiple transportation projects. She also was successful in working with Burlington Northern Santa Fe on a 4.5 mile rail line acquisition and initiated the first mile of the Yelm Prairie Line Trail. Stephanie is experienced in negotiating the successful acquisition of right of way for various projects that included extensive public outreach programs. Her background in public communication includes direct media contact with local newspapers and community groups as well as community involvement programs such as open houses, stakeholder meetings, group presentations and individual meetings. She was the City representative at regional meetings and events and has presented on various topics particular to issues such as regional sustainability, water rights mitigation and transportation. • South Kalispell Urban Renewal Plan; Kalispell, MT Public Education and Outreach • Red Lodge School Revitalization; Red Lodge, MT Public Education and Outreach • Sher-wood Airport; Plentywood, MT FAA grant administration for airport improvement projects. • Carbon County floodplain management; Carbon County, MT Assists with floodplain administration and support for Carbon County. • Various State agencies as well as Tribal agencies including the Nisqually Indian Tribe and Squaxin Island Tribe 13CTA ARCHITECTS ENGINEERS PROFESSIONAL ENGINEERING SERVICES FOR CITY OF LIVINGSTON PROFESSIONAL REGISTRATION Engineer / MT, ND AFFILIATIONS City of Bozeman Economic Development Council City of Bozeman Zoning Board City of Bozeman Planning Board Leadership Bozeman Leadership Montana Leadership Flathead EDUCATION Bachelor of Science / Civil Engineering, Montana State University, 1999 ERIKGARBERG PE CIVIL ENGINEER As a Civil Engineer Erik’s background has touched on all aspects of Civil/Municipal Engineering and Land Development. His experience extends from working with solid waste districts to earthen dam inspection. He has worked for groups as varied as local airport authorities to large scale private land developers. In addition to his technical background Erik has spent significant time developing public policy as a City Councilmen/Commissioner and on numerous planning and zoning boards. This work provides him insight into municipal finance and budgeting, public process, and entitlements. Erik has spent the last 15 years working to understand every aspect of civil project design and delivery. RELEVANT EXPERIENCE • Eastern Montana Impact Coalition; Glendive, MT Working in a collaborative team of consultants analyzed the impacts of the expanding energy sector on 16 eastern Montana counties. Specifically, examined various impact fee structures and growth projections to provide an estimate of projected infrastructure cost. • Contracted Plan Review; Bozeman, MT Project Engineer, reviewed applications to the City of Bozeman for completeness and provided the City written comment for use in the development review process. • Map Brewery; Bozeman, MT Project Engineer/Engineer of Record, Provided site design including stormwater and retaining walls in support of City of Bozeman building permit application process for a new brewery. • Willow Glen and Stillwater Stormwater Improvements; Kalispell, MT Project Manager, Designed and installed regional stormwater improvements to resolve issues of increased run-off volumes caused by new developments. • Eisinger Motors; Kalispell, MT Project Engineer/Engineer of Record, Provided site design and permitting services for a new facility. The project included a traffic impact study, underground stormwater treatment and detention, and a low pressure sewer system requiring direction boring for installation. CIVIL ENGINEER PROFESSIONAL ENGINEERING SERVICES FOR CITY OF LIVINGSTON PROFESSIONAL REGISTRATION Engineer / MT, ND AFFILIATIONS City of Bozeman Economic Development Council City of Bozeman Zoning Board City of Bozeman Planning Board Leadership Bozeman Leadership Montana Leadership Flathead EDUCATION Bachelor of Science / Civil Engineering, Montana State University, 1999 ERIKGARBERG PE CIVIL ENGINEER As a Civil Engineer Erik’s background has touched on all aspects of Civil/Municipal Engineering and Land Development. His experience extends from working with solid waste districts to earthen dam inspection. He has worked for groups as varied as local airport authorities to large scale private land developers. In addition to his technical background Erik has spent significant time developing public policy as a City Councilmen/Commissioner and on numerous planning and zoning boards. This work provides him insight into municipal finance and budgeting, public process, and entitlements. Erik has spent the last 15 years working to understand every aspect of civil project design and delivery. RELEVANT EXPERIENCE • Eastern Montana Impact Coalition; Glendive, MT Working in a collaborative team of consultants analyzed the impacts of the expanding energy sector on 16 eastern Montana counties. Specifically, examined various impact fee structures and growth projections to provide an estimate of projected infrastructure cost. • Contracted Plan Review; Bozeman, MT Project Engineer, reviewed applications to the City of Bozeman for completeness and provided the City written comment for use in the development review process. • Map Brewery; Bozeman, MT Project Engineer/Engineer of Record, Provided site design including stormwater and retaining walls in support of City of Bozeman building permit application process for a new brewery. • Willow Glen and Stillwater Stormwater Improvements; Kalispell, MT Project Manager, Designed and installed regional stormwater improvements to resolve issues of increased run-off volumes caused by new developments. • Eisinger Motors; Kalispell, MT Project Engineer/Engineer of Record, Provided site design and permitting services for a new facility. The project included a traffic impact study, underground stormwater treatment and detention, and a low pressure sewer system requiring direction boring for installation. EDUCATION 14 REQUEST FOR QUALIFICATIONS | TIF, TED AND URBAN RENEWAL DISTRICT CONSULTING SERVICES WESLEY D.BAUMGARTNER LANDSC APE ARCHITECT RELEVANT EXPERIENCE • Montana State University; Alumni Plaza, Bozeman, MT Landscape architecture for a prominent campus plaza • Montana State University, Bozeman, MTMaster plan designer for landscape improvements on campus. • Montana State University Innovation Campus Project manager for master planning of innovation campus including site design, layout, trails, and transportation network. • Bozeman North Seventh Urban Renewal, Bozeman, MTDesign of pedestrian/lighting concepts along North 7th. • Montana State University, Romney Oval; Bozeman, MT Master planning for the major green space and associated plazas • State of Montana Capitol Campus Master Plan; Helena, MT Analysis of campus growth and master planning • Scentsy Corporate Campus; Boise, ID Land planning and landscape architecture for a 60 acre campus • College of Southern Idaho; Health and Sciences, Twin Falls, ID Sustainable site layout for new building on campus • Silverbrook Estates; Kalispell, MT Land planning and site design of 300 acre mixed use community • Glacier Town Center; Kalispell, MT Master planning for a 500 acre mixed use community • Amsterdam Village; Churchhill, MT Site design for 300 acre conservation community • Big Sky Town Center; Big Sky, MT Master Plan design / 150 acre retail village PROFESSIONAL REGISTRATION Commercial Building Inspector, International Code Council AFFILIATIONS EDSA, Fort Lauderdale, FL Jack Johnson Company, Park City Utah EDUCATION Bachelor of Landscape Architecture, Utah State University, 1996 Morris Traveling Fellowship Field Study / Landscape Architecture, Malaysia / South Africa Wes’ experience has been focused in the visioning and design phases of projects. This focus includes site planning, land use planning, master planning, site layout, and conceptual design presentations. Wes has worked on projects of various sizes and uses and strives to bring individuality and appropriateness to each project. AFFILIATIONS Montana Association of Planners Montana Economic Developers Association EDUCATION Bachelor of Arts / Psychology, Minor Political Science, Saint Martin’s University, 2010 STEPHANIE A.RAY SENIOR PLANNER Ms. Ray joined CTA as a Planner with over 15 years of experience in local government planning and project coordination. She has extensive experience in public outreach and education, grant writing and administration, and comprehensive planning. RELEVANT EXPERIENCE • City of Yelm, Program/PM 12/17/1997 - 12/17/2014; Yelm, WA Stephanie’s experience as part of the Cities Executive Management Team provides a strong collaborative foundation for understanding the inter-workings of municipal government. She has been successful in coordinating and managing projects and in obtaining grant funding and revenue bond funding for over $25 million dollars in capital improvement projects including construction of municipal buildings such as the Public Works Facility; Public Safety Building; and Yelm Community Center as well as significant infrastructure projects including reclaimed water infrastructure, water infrastructure, sewer infrastructure, wetland habitat restoration projects, and multiple transportation projects. She also was successful in working with Burlington Northern Santa Fe on a 4.5 mile rail line acquisition and initiated the first mile of the Yelm Prairie Line Trail. Stephanie is experienced in negotiating the successful acquisition of right of way for various projects that included extensive public outreach programs. Her background in public communication includes direct media contact with local newspapers and community groups as well as community involvement programs such as open houses, stakeholder meetings, group presentations and individual meetings. She was the City representative at regional meetings and events and has presented on various topics particular to issues such as regional sustainability, water rights mitigation and transportation. • South Kalispell Urban Renewal Plan; Kalispell, MT Public Education and Outreach • Red Lodge School Revitalization; Red Lodge, MT Public Education and Outreach • Sher-wood Airport; Plentywood, MT FAA grant administration for airport improvement projects. • Carbon County floodplain management; Carbon County, MT Assists with floodplain administration and support for Carbon County. • Various State agencies as well as Tribal agencies including the Nisqually Indian Tribe and Squaxin Island Tribe ASLA, RLA 15CTA ARCHITECTS ENGINEERS 3. DEMONSTRATED FAMILIARITY WITH BOZEMAN’S MUNICIPAL CODE 3. Demonstrated Familiarity with the City of Bozeman’s Municipal Code CTA’s team is familiar with the City of Bozeman’s municipal code having designed and permitted many development projects within the City which required knowledge in navigating the City code. One of the team’s biggest assets is Doug Riley. Doug brings to the table an intimate knowledge of the City of Bozeman, the municipal code and economic development efforts. Doug’s experience includes over 7 years’ experience as a City Staff Planner who worked daily with all aspects of the Municipal Code in regards to Planning and Development. His experience also includes 1.5 additional years in the private sector working with the Municipal Code in putting together project entitlements. This blend creates a unique perspective and understanding of the municipal code. Murdoch’s Corporate Headquarters CTA also recently completed the Annexation and Rezoning of the Murdoch’s Corporate Headquarters Property on N. 7th Avenue which included working with the City to ensure its inclusion into the revised N. 7th Urban Renewal District boundaries. This included CTA attending a meeting of the N. 7th Urban Renewal Board to present the Murdoch’s project to discuss the benefits of including the property/project into the revised TIF District. CTA worked closely with the municipal code and design regulations for the N. 7th Corridor in the design of this project. PLANNING IN BOZEMAN Universal Athletics CTA Planners assisted the Project Architect, Construction Company and Owner with the application for the awarded N. 7th Urban Renewal Construction Grant for the Universal Athletics project on N. 7th Avenue. This work furthered the project team’s understanding of the City’s N. 7th TIF District goals and grant application process. Murdoch’s Ranch & Home Supply, N. 7th Urban Renewal District 16 REQUEST FOR QUALIFICATIONS | TIF, TED AND URBAN RENEWAL DISTRICT CONSULTING SERVICES 4. DEMONSTRATED FAMILIARITY WITH STATE STATUTES Billings Tax Increment Finance District Big Sky EDA hired CTA to assist them in revitalizing the East Transition Zone as referred to in the Downtown Billings’ Framework Plan. This need was spurred by the deterioration of the infrastructure and the under-utilization of many properties within the district. CTA was hired to rally support, facilitate meetings, and write the Urban Renewal Plan based on the desires of local property and business owners and create the new TIF district. CTA contacted the property owners in order to build consensus, gathered ideas on what they want the revitalization to be for their district, and wrote and presented the urban renewal plan to the steering committee. The TIF district is now operating. Project highlights included: • Authored Urban Renewal Plan • Public Facilitation for District Creation Laurel Urban Renewal District CTA is currently under contract to the City of Laurel for planning services which includes tasks related to the TIF District. Prior to joining CTA Monica served as the TIF administrator where she spent four years administering and carrying out activities related to the Laurel Urban Renewal District. Activities related to the Laurel TIF district include grant implementation policy and grant administration, coordination of capital projects, implementation of TIF EXPERIENCE IN MONTANA demolition funds for TIF redevelopment projects, authoring two zoning overlay districts to carry out the goals of the Urban Renewal Plan as it relates to the redevelopment. CTA is currently under contract to the City of Laurel for planning services which include tasks related to the TIF District. South Kalispell Urban Renewal District In 2014, CTA was hired by the City of Kalispell to further the planning effort within the greater South Kalispell Urban Renewal Planning area. This large land planning exercise encompassed approximately 720 acres and is the beneficiary of one of the City’s Tax Increment Financing Districts (TIFD). The TIFD comprises approximately 266 acres and includes the City of Kalispell Airport. Formation of the TIFD in 1996 continues to provide the City with a funding mechanism for the Airport so that the City can focus on the primary goals of the Airport such as increased safety and economic sustainability. While completing the South Kalispell Urban Renewal Plan, CTA worked closely with the City and the community to incorporate the use of TIFD funding as a tool to enhance and expand various development alternatives within the TIFD boundary. 17CTA ARCHITECTS ENGINEERS www.CTAGROUP.com The Core Area Revitalization Plan is an urban infill redevelopment plan targeted for downtown Kalispell. Promoting the downtown commercial core, establishing linkages and nodes, neighborhoods, parks, and trails were guiding principles. The revitalization plan calls for a well designed, compatible land uses mix that provides live-work opportunities in the central city and produces a walkable, pedestrian friendly environment for visitors. Cultural amenities such as performing arts venues and multiple dining options, for example, would ideally attract young professionals to the area, and higher density, mixed-use office and residential buildings would support commercial development taking place in the core. The plan created a built environment where retail, office, open space, and residential land uses supported each other, producing a vibrant urban village in the heart of downtown. Kalispell Core Area Revitalization Plan 2012Kalispell Core Area Plan The Core Area Revitalization Plan is an urban infill redevelopment plan targeted for downtown Kalispell. Promoting the downtown commercial core, establishing linkages and nodes, neighborhoods, parks, and trails were guiding principles. The revitalization plan calls for a well designed, compatible land uses mix that provides live-work opportunities in the central city and produces a walkable, pedestrian friendly environment for visitors. Cultural amenities such as performing arts venues and multiple dining options, for example, would ideally attract young professionals to the area, and higher density, mixed-use office and residential buildings would support commercial development taking place in the core. The plan created a built environment where retail, office, open space, and residential land uses supported each other, producing a vibrant urban village in the heart of downtown. Conceptual urban design renderings from the Core Area Plan TIF EXPERIENCE IN MONTANA (CONT.) 18 REQUEST FOR QUALIFICATIONS | TIF, TED AND URBAN RENEWAL DISTRICT CONSULTING SERVICES Our project team is well versed in its knowledge of Montana’s statutes governing tax increment financing. Recently CTA has completed a draft TIF Manual for the Montana Department of Commerce Community Technical Assistance Program. This manual is designed to be a comprehensive guide to creating and administering districts for Montana communities wishing to utilize TIF or TED districts. Highlights of the Manual include • What is a TIF District? • Tax Increment Finance Districts vs. Targeted Economic Development Districts • Steps to create the District »Planning »Public Involvement »Local Government Action • Administration of the District »Urban Renewal Agency or District Administration Structure »Eligible projects • Calculating Increment • District Sunset The manual provides thorough information that will not only help communities determine if a district is feasible, but will also walk them through the proper planning of the district prior to district creation. This includes identification of district needs and deficiencies or blight, determining a district boundary, and public involvement. Once a community is ready to create a district the manual provides step-by-step instructions related to the required documents (Urban Renewal Plan, district boundary and map, Resolution of Necessity, and Ordinance creating the district) that are needed to formally create the district. The manual also serves as a guide for district administration. In the event a community wishes to create a separate urban renewal agency the guide provides steps for determining structure and the required information that must be part of the ordinance establishing the urban renewal agency and guiding factors for the organization and operation of the agency. This manual will prove to be a valuable tool for district creation and administration. The guide is intended to be used not only for creation but as a “go-to” resource for any need during the life of the district. TIF EXPERIENCE IN MONTANA (CONT.) District Start Date TimeRevenueIncrement to Invest in Projects and Services in TIFD/TEDD New Tax Value for Distributing among Taxing Entities District End Date Project Base Assessed Tax Value for Distributing to Taxing EntitiesIncrease In Value from Redevelop m en tProperty Value Without Redevelopment Observed Decrease in Property Value 19CTA ARCHITECTS ENGINEERS TIF EXPERIENCE IN MONTANA (CONT.) 6 Community Technical Assistance Program Tax Increment Financing | August 2015 Prior to Creating the District Proper Planning Before a community is ready to create a district, there must be tools in place to support the district and ensure its success. Growth Policy: A growth policy is an official public document adopted and used by the local government as a guide for decisions regarding the physical development of a community. Growth policies evaluate and provide guidance on the many facets of local government including land-use, economic development and housing. All of which could have an influence on the proposed district. Zoning: It is important for the local community to make sure the appropriate zoning measures are in place to support the redevelopment of the district. If zoning is not in place in the proposed district the community will need to develop a zoning ordinance for the district prior to its creation. This is also a requirements of a TEDD, even if the location of the proposed TEDD is not located within an incorporated area. Zone Changes must occur in accordance with the provision provided in Montana Code Annotated. Proposing a Boundary One of the most crucial first steps is determining a proposed boundary for the District. The intent of the district should help to clearly define the appropriate area along with consideration of transportation infrastructure, types of land use and evaluation of deficiencies in infrastructure or the identification of blight. (For more see “Finalizing the Boundary”) Important questions to consider when determining a district boundary: 1. Does the proposed district include an area large enough for multiple development or redevelopment opportunities to occur? 2. Is the proposed district taking advantage of new investment that will not benefit from participating in the district? 3. Does the size of the district place a financial strain on other taxing jurisdictions? Public Involvement Once a community has decided there is reasonable need and the infrastructure to support such a district, it is important to provide opportunities for public input. A variety of stakeholders should be included and it is important to note that more than one meeting might be appropriate. These meetings should serve as a way to provide information about TIF districts and how they can satisfy the needs of the community. It is recommended information be provided on what can and can’t be funded by TIF dollars. Instead, focus on how the district can help implement planning measures, like downtown plans or goals identified in the local growth policy or fund the construction of new infrastructure or the improvements of existing infrastructure.DRAFTPages from CTAP’s Draft Tax Increment Finance Manual. 20 REQUEST FOR QUALIFICATIONS | TIF, TED AND URBAN RENEWAL DISTRICT CONSULTING SERVICES 7 Who should be involved at this meeting? • Elected and appointed officials • Property and business owners from the affected area • Other interested members of the public Important topics for discussion: • What is a TIF district? • How does it work • How it can meet the needs of this community. (Highlight whether your community will be creating a TIFD or TEDD) • What can and cannot be paid for with TIF dollars. • Timeframe for creating the district specific to community Finalizing the Boundary The boundary is then finalized and all property information for proper notice compiled. (Note: A boundary may be changed as a community moves through the process if further analysis and findings support it.) • Create an accurate map depicting the district boundary in its entirety. Be sure to include all adjacent rights-of-ways. • Compose a legal description of the boundary • Compile Property Tax Information (centrally assessed and personal) for all property owners within the district, including geocode and TAXID. This information will be key in providing proper notice to all property owners within the proposed district. This is a requirement once the governing body is ready to consider an ordinance creating the district and adoption of the Urban Renewal or Comprehensive Development Plan. Creating the District Local Government Action Resolution of Necessity Prior to proposing an ordinance to create the district or holding a public hearing, the local governing body shall, by resolution, pass a Resolution of Necessity. Any documentation of blight or infrastructure deficiency must be attached. TIF District TEDD Findings should be presented in the Resolution of Necessity specifically stating that one or more blighted areas occur within the community and the rehabilitation and/or redevelopment is necessary in the interest of public health. (MCA 7-15-4210) Findings should be presented in the Resolution of Necessity specifically stating the relations to one or more infrastructure deficient areas existing in the municipality and that the infrastructure improvements of the area are a necessity to the welfare of the residents of the community. (MCA 7-15-4280)DRAFTPages from CTAP’s Draft Tax Increment Finance Manual. TIF EXPERIENCE IN MONTANA (CONT.) 21CTA ARCHITECTS ENGINEERS 8 Community Technical Assistance Program Tax Increment Financing | August 2015 District Development Plan When creating a district the community must prepare and formally adopt a written development plan specifically for the proposed District. These plans can take many different shapes, for instance, in an urban TIF district the plan may be an Urban Renewal Plan. For the creation of a TEDD, a Comprehensive Development Plan would be required. Before the local governing body can adopt these plans, they must be reviewed and recommended by the Planning Board for the jurisdiction where the proposed district is located. Before adopting the plan, a public hearing must be held and written notice must be provided to all property owners within the district (MCA 7-15-4215). Suggested Items to Include in the Plan: TIF District TEDD Urban Renewal Plan Comprehensive Development Plan • Intent of the district • Statement of need and statement of intent to use tax increment funds and the base year to begin capturing dollars • Identify structure for the TIF to be administered* • Description of blighted conditions • Explanation of specific issues within the district • Identify goals and objectives to overcome the issues identified • Specific strategies to successfully carryout the goals and objectives. • Identification of any planned projects or future projects the community hopes to complete • Identification of additional funding source, if necessary, to complete identified projects • Identification of administrative provision to amend the plan if necessary • Intent of the district • Statement of need and statement of intent to use tax increment funds and the base year to begin capturing dollars • Identify structure for the TEDD to be administered* • Description of infrastructure deficiencies • Explanation of specific issues within the district • Identify goals and objectives to overcome the issues identified • Specific strategies to successfully carryout the goals and objectives. • Identification of any planned projects or future projects the community hopes to complete • Identification of additional funding source, if necessary, to complete identified projects • Identification of administrative provision to amend the plan if necessary *See “Administering a District” Pages from CTAP’s Draft Tax Increment Finance Manual.DRAFTTIF EXPERIENCE IN MONTANA (CONT.) 22 REQUEST FOR QUALIFICATIONS | TIF, TED AND URBAN RENEWAL DISTRICT CONSULTING SERVICES 5. STATEMENT REGARDING WORK PROVIDED TO THE CITY ON ACTIVE TIF/TED DISTRICTS North 7th Improvements: CTA teamed with Allied Engineering Services to develop design concepts for a 1.5 mile section along N 7th Street through Bozeman, MT. CTA’s role included corridor character development of three distinct areas and a pedestrian and vehicular lighting study. Character development included working closely with the Board’s needs and desires, working with jurisdictional partners and then collaborating to create a vision for all owners to embrace. Typical intersection designs, right-of-way layout, and site furnishings and plantings were included with this development. The lighting study included assessing existing lighting levels and evaluating new fixture types based upon style, height, quantity, safety and clarity, install cost, and life-cycle costs. NORTH 7TH TAX INCREMENT FINANCE DISTRICT North 7th Zoning Overlay District: CTA teamed with Clarion and Associates to develop ordinance changes to the City of Bozeman’s Unified Development Code specifically to address zoning code language related to M-1 and B-2 zoning district. The goals of this project were to simplify the redevelopment process for properties within the North 7th district by creating a regulatory framework that addressed access, parking, landscaping and signage. CTA’s role included existing code evaluation in relation to the Urban Renewal Plan and other planning documents as well as development of design standards. Associated tasks included public meeting facilitation for project workshops. 23CTA ARCHITECTS ENGINEERS 6. EXAMPLES OF WORK PROVIDED TO THE CITY ON ACTIVE TIF/TED DISTRICTS 6. Above: Perspective illustration, North Seventh urban renewal 24 REQUEST FOR QUALIFICATIONS | TIF, TED AND URBAN RENEWAL DISTRICT CONSULTING SERVICES Above: Design concepts for Oak Street and Tamarac, North Seventh urban renewal Above: Streetscape design concepts for North Seventh urban renewal 25CTA ARCHITECTS ENGINEERS Heidi Jensen Chief Administrative Officer City of Laurel, Montana PO Box 10 | Laurel MT em hjensen@laurel.mt.gov ph 406-628-4796 Allison Mouch Planning Bureau Chief Montana Department of Commerce PO Box 200523 | Helena MT em amouch@mt.gov ph 406-841-2770 John Parkes Chief People Office Murdoch’s 2311 N 7th Avenue, Bozeman | MT em jparkes@murdochs.com ph 406.585.4705 REFERENCES 7. THREE PROFESSIONAL REFERENCES 26 REQUEST FOR QUALIFICATIONS | TIF, TED AND URBAN RENEWAL DISTRICT CONSULTING SERVICES 8. PROMOTIONAL MATERIALS COmmunITy PlAnnIng SErvICES CURRENT & LONG-RANGE PLANNING MARkET & fEASIBILITY ANALYSIS POLICY MAkING LAND PLANNING URBAN DESIGN LANDSCAPE ARCHITECTURE PARkS, TRAILS AND OPEN SPACE PLANNING COMPREHENSIvE PLANS ZONING CODE WRITING PUBLIC fACILITATION GROWTH MANAGEMENT PLANNING GIS SUBDIvISION ADMINISTRATION CAPITAL IMPROvEMENTS PLANNING AvIATION PLANNING SITE PLANNING GRAPHIC DESIGNAirport Access Route OS OS LI PF PFHC GCI R R R 00.51 Mile0.25 BoxElderLake MANN RD 5 5 16 16 PlentywoodLandfill Sher-woodAirport Truck B y p a s s R o u t e AIRPORT RD LAUREL AVE BOUNDARY AVE PARK AVE HILLSIDE AVE SHIPP E CA NY O N R D NICHOL S RD HIGHLAND AVE MAIN ST FIRST AVE ONE-MILE GROWTH AREA Flood Hazard and UnsuitableSoils Area 2 July 24, 2013Conceptual Master Plan 2.1 Cornerstone Holdings Ltd. Title Figure No. Client/ProjectAXELSON PROPERTY Regina, Saskatchewan N 1:20000 20 40100m 1 VIEW 4FUTURE VISION:MAIN & PEDESTRIAN TRAIL (aerial image) Havre loam Cambeth Brushton silt loam Ethridge loam Ralph-Brushton silt loams Cambeth-Cabbart-Yawdim complex Ralph-Brushton silt loams Lonna-Cambethsilt loams Cambeth Lonna-Cambeth silt loams Cambeth-Cabbart-Yawdim complex Brushton silt loam Kobasesilty clayloam Glendive-Havrecomplex Lonna-Cambeth silt loams Cabbart-Havreloams Cambeth Brushton silt loam Cambeth Cambeth Cabbart-Havreloams Ralph-Brushtonsilt loams Ethridgeloam Yamacall-Delpoint-Cabbart loams Floweree-Cambethsilt loams Ethridge siltyclay loam Yamacall loam Yamacall-Twilight-Blacksheepcomplex Cambeth-Cabbart-Yawdimcomplex Town of Jordan 200 59 0.5 Miles N US HWY 2 CORRIDOR DOWNTOWN CORRIDOR 1 Hawkstone South, 75-acre mixed use development, Regina, SK 2 Future Land Use Map, Sheridan County, MT Growth Policy 3 City of Ray Comprehensive Plan, Form-oriented long-range planning 4 5 6 87 9 10 3 4 Messiah Lutheran Church, Conceptual site plan 5 Downtown Kalispell Revitalization Plan, Urban/infill redevelopment planning 6 Montana State University Innovation Campus, New tech center in Bozeman, MT 7 Big Sky Town Center, 163-acre planned unit development 8 Airport Planning, Sher-wood Airport, MT 9 Design Guidelines, City of Ray, ND 10 Growth Policy, Town of Jordan, MT 15Community Master Plan DRAFTInfill Development Overview To bolster a productive and efficient retail base, it is recommended the town promote infill development on the downtown’s vacant or underused lots, rather than developing agricultural land on the fringes. Design Concept Promote infill development of an appropriate scale and location to increase retail production in downtown Roberts, and to build a cohesive physical form reminiscent of the town’s historical urban character. First Street between Cedar and Pine: Existing Conditions First Street between Cedar and Pine: Infill Design Concept Post Office Street Trees Roberts Cafe FIRST STREETPINE STREET Potential Infill for Vacant Site Existing Structure Potential Infill for Corner Lot Community Planning Recent Annexation GC GC R R RR Johnson St Knapp St 6th Ave11th Ave5th Ave4th Ave3rd Ave2nd Av e 1st Ave Lustrud St Indian St Hill St Garfield St Fallon St Eureka St Wolf PointSanitary Landll Sewage Ponds GreenwoodCemeteryBorge Park Marvin Brookman Stadium MT DOT County Land Wolf PointHigh SchoolHigh SchoolAthletic Field Amtrak Station RooseveltCountySouth SideElementary Nellies Park TrinityHospital NorthsideSchool Dayton St Custer St Benton St Edgar St Fairweather St Granville St Helena St Idaho St Dawson St Cascade St Main St Front St250 25 Land Use Agricultural/RuralResidential Growth AreasResidential General Commercial Tribal City-Owned Land Industrial CommercialExempt/Vacant 0.5 Miles Corporate Boundary 2 City Oce Planning and Implementation CTA Community Planners provide intelligent recommendations and concise language in the development of planning documents supported by visual and graphic clarity. We also strive to stay connected to our clients through the often challenging implementation process. CTA’s planning team prides itself on doing the right thing rather than the easy thing through our expertise and knowledge gained working in multiple jurisdictions on a diversity of planning issues. Every project and client is unique with a distinctive blend of needs; CTA brings the same standards of excellence and enthusiasm to each one. coverRed Lodge, Montana 12 Future Land Use,City of Wolf Point, MT 13 Concept Design Guidelines,Roberts, MT Community Master Plan 14 Live/Work Mixed Use,City of Regina, SK OFFICES BRITISH COLUMBIA COLORADO IDAHO LOUISIANA MONTANA TEXAS WASHINGTON WYOMING www.CTAgrOuP.com Connecting with Form Focusing on a place’s physical form allows us to take an innovative approach to planning challenges. Crafting policy that blends the public vision with physical planning is what makes our work practical and compelling. Contact:Brent Moore, aicp406.896.6285 | brentm@ctagroup.com 12 13 14 15 Community Master Plan DRAFTInfill Development Overview To bolster a productive and efficient retail base, it is recommended the town promote infill development on the downtown’s vacant or underused lots, rather than developing agricultural land on the fringes. Design Concept Promote infill development of an appropriate scale and location to increase retail production in downtown Roberts, and to build a cohesive physical form reminiscent of the town’s historical urban character. First Street between Cedar and Pine: Existing Conditions First Street between Cedar and Pine: Infill Design Concept Post Office Street Trees Roberts Cafe FIRST STREET PINE STREET Potential Infill for Vacant Site Existing Structure Potential Infill for Corner Lot Community Planning Recent Annexation GC GC R R RR Johnson St Knapp St 6th Ave11th Ave5th Ave4th Ave3rd Ave2nd Ave1st AveLustrud St Indian St Hill St Garfield St Fallon St Eureka St Wolf PointSanitary Landll Sewage Ponds GreenwoodCemetery Borge Park Marvin Brookman Stadium MT DOT County Land Wolf PointHigh SchoolHigh SchoolAthletic Field Amtrak Station RooseveltCountySouth SideElementary Nellies Park TrinityHospital NorthsideSchool Dayton St Custer St Benton St Edgar St Fairweather St Granville St Helena St Idaho St Dawson St Cascade St Main St Front St250 25 Land Use Agricultural/RuralResidential Growth AreasResidential General Commercial Tribal City-Owned Land Industrial CommercialExempt/Vacant 0.5 Miles Corporate Boundary 2 City Oce Planning and Implementation CTA Community Planners provide intelligent recommendations and concise language in the development of planning documents supported by visual and graphic clarity. We also strive to stay connected to our clients through the often challenging implementation process. CTA’s planning team prides itself on doing the right thing rather than the easy thing through our expertise and knowledge gained working in multiple jurisdictions on a diversity of planning issues. Every project and client is unique with a distinctive blend of needs; CTA brings the same standards of excellence and enthusiasm to each one. coverRed Lodge, Montana 12 Future Land Use,City of Wolf Point, MT 13 Concept Design Guidelines,Roberts, MT Community Master Plan 14 Live/Work Mixed Use,City of Regina, SK OFFICES BRITISH COLUMBIA COLORADO IDAHO LOUISIANA MONTANA TEXAS WASHINGTON WYOMING www.CTAgrOuP.com Connecting with Form Focusing on a place’s physical form allows us to take an innovative approach to planning challenges. Crafting policy that blends the public vision with physical planning is what makes our work practical and compelling. Contact:Brent Moore, aicp 406.896.6285 | brentm@ctagroup.com 12 13 14 COmmunITy PlAnnIng SErvICES CURRENT & LONG-RANGE PLANNING MARkET & fEASIBILITY ANALYSIS POLICY MAkING LAND PLANNING URBAN DESIGN LANDSCAPE ARCHITECTURE PARkS, TRAILS AND OPEN SPACE PLANNING COMPREHENSIvE PLANS ZONING CODE WRITING PUBLIC fACILITATION GROWTH MANAGEMENT PLANNING GIS SUBDIvISION ADMINISTRATION CAPITAL IMPROvEMENTS PLANNING AvIATION PLANNING SITE PLANNING GRAPHIC DESIGNAirport Access Route OS OS LI PF PF HC GCI R R R 0 0.5 1 Mile0.25 BoxElderLake MANN RD 5 5 16 16 PlentywoodLandfill Sher-woodAirport Truck B y p a s s R o u t e AIRPORT RD LAUREL AVE BOUNDARY AVE PARK AVE HILLSIDE AVE SHIPP E CA N YO N R D NICHOLS RD HIGHLAND AVE MAIN ST FIRST AVE ONE-MILE GROWTH AREA Flood Hazard and UnsuitableSoils Area 2 July 24, 2013 Conceptual Master Plan 2.1 Cornerstone Holdings Ltd. Title Figure No. Client/ProjectAXELSON PROPERTY Regina, Saskatchewan N 1:20000 20 40 100m 1 VIEW4FUTURE VISION:MAIN & PEDESTRIAN TRAIL (aerial image) Havre loam Cambeth Brushton silt loam Ethridge loam Ralph-Brushton silt loams Cambeth-Cabbart-Yawdim complex Ralph-Brushton silt loams Lonna-Cambethsilt loams Cambeth Lonna-Cambeth silt loams Cambeth-Cabbart-Yawdim complex Brushton silt loam Kobasesilty clayloam Glendive-Havrecomplex Lonna-Cambeth silt loams Cabbart-Havreloams Cambeth Brushton silt loam Cambeth Cambeth Cabbart-Havreloams Ralph-Brushtonsilt loams Ethridgeloam Yamacall-Delpoint-Cabbart loams Floweree-Cambethsilt loams Ethridge siltyclay loam Yamacall loam Yamacall-Twilight-Blacksheepcomplex Cambeth-Cabbart-Yawdimcomplex Town of Jordan 200 59 0.5 Miles N US HWY 2 CORRIDOR DOWNTOWN CORRIDOR 1 Hawkstone South, 75-acre mixed use development, Regina, SK 2 Future Land Use Map, Sheridan County, MT Growth Policy 3 City of Ray Comprehensive Plan, Form-oriented long-range planning 4 5 6 87 9 10 3 4 Messiah Lutheran Church, Conceptual site plan 5 Downtown Kalispell Revitalization Plan, Urban/infill redevelopment planning 6 Montana State University Innovation Campus, New tech center in Bozeman, MT 7 Big Sky Town Center, 163-acre planned unit development 8 Airport Planning, Sher-wood Airport, MT 9 Design Guidelines, City of Ray, ND 10 Growth Policy, Town of Jordan, MT Below: Marketing brochure for our Community Planning Group 27CTA ARCHITECTS ENGINEERS CTA project team members are experts in delivering Market Analysis plans, reports and impact studies. Promotional materials are often a key part of revitalization efforts and are a deliverable that CTA planners and designers typically provide. Examples of our Market Analysis projects include: • Retail Market Impact Studies • Housing Studies • Retail Gap Analyses • Commercial and Industrial Land Use Profiles • Downtown Revitalization Studies PROMOTIONAL MATERIALS: MARKET ANALYSIS Top Merchandise Categories in DemandEconomic VitalsEconomic Vitals Total Trade Area Spending: $646 Million Total Trade Area Population: 40,000+ by 2018 Average Annual Population Growth: Above 5% since 2004 City of Fort Saskatchewan Average Household Income: $113,361 | 4th highest in Alberta Primary Trade Area Average Household Income (2014 est): $118,360 Top Merchandise Categories in Demand Auto/RV/Motorsports Dealerships Home Furnishings & Accessories Footwear Grocery & Specialty Foods Books & Multimedia Full Service Restaurants Contact Mike EricksonEconomic Development Officer City of Fort Saskatchewan780-992-6278merickson@fortsask.ca city of ALBERTA E ng ag e d Pe le Thriving C munityEngaged Pe le Thriving C munity 1 Min 2 Min 3 Min 4 Min 5 Min 16A Highway King StreetMcLeod Avenue First Avenue Church RoadMain StreetQueen StreetMohr Avenue Jespersen Avenue Weston Drive Agrena Road Fifth Avenue Eccles CrescentMcPherson Avenue Bristow CrescentLazerte PlaceAndrewsCrescentCalahoo RoadCity Hall King StreetPlaza RCMP YellowheadRegional Library PioneerCenterQueen Street Place Triton Bldg TelusDraydenIns Sunrise Prof. McLeod Ave Plaza 101 First Ave Queen StLiquor WestgroveProfessional St. AugutinesChurch ThriftShop ScotiaBank Cossack Inn ColumbusPark ExitRealty 170m 181m 141m 119m 106m 286m 177m 175mm 88m 110m 112m 114m 302m 176m 174m 62m 103m 115m 111m 325m 112m 174m EDMONTON SHERWOODPARK ST. ALBERT FORT SASKATCHEWAN 1 Manning Town Centre/ Clareview Centre (800,000SF+)-Lowes -Empire Theatres -Costco -Walmart -Cabelas 20 Kms (16 Mins) 21 Kms (19 Mins) 25 Kms (24 Mins) 2 Emerald Hills(692,000SF at build-out) -Walmart-Bed Bath & Beyond -Winners-PetSmart -Old Navy 3 Sherwood Park Mall/Village Market/ Sherwood Centre/Towne Square(760,000SF) -Target-Safeway (2) -Shoppers Drug Mart (2)-Sport Chek -Galaxy Cinemas -Canadian Tire-Real Canadian Superstore -Walmart-Save On Foods -London Drugs 1 2 3 Major Retail Centre 0 2.5 5 Km1.25 N 1 16 15 15 28A 216 21 37 Walkability analysis from a downtown revitalization study Example of a regional retail competition mapPromotional materials from a retail market study Thank you for the opportunity.