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HomeMy WebLinkAboutCDS Qualifications 11.16.15 Tax Increment, Targeted Economic and Urban Renewal District Consulting Services SOQ – November, 2015 – p. 1 Community Development Services of Montana 954 West Caledonia ~ Butte, MT 59701 cdsofmontana.com RESPONSE TO BOZEMAN TIF, UR AND TED DISTRICT CONSULTANT RFQ Statement of Qualifications City of Bozeman, Montana Tax Increment, Targeted Economic and Urban Renewal District Consulting Services November 16, 2015 Firm’s legal name, address, telephone number, web site (if any), and e-mail address Community Development Services of Montana 954 Caledonia Street Butte, Montana 59701-9002 (406) 723-7993 http://cdsofmontana.com Janet@cdsofmontana.com Statement of experience and qualifications of the firm Janet Cornish, owner and principal of CDS of Montana has 36 years of experience in the community development field and has worked on projects throughout the state of Montana and the Pacific Northwest. She holds a B.A. Degree from the University of Wisconsin in Political Science and an M.S. in Environmental Studies from the University of Montana. In addition to her consulting work, Janet presents seminars in proposal writing, organizational development, land use planning and non-profit management in both academic and community settings. She is an expert in Tax Increment Financing (TIF) and Growth Policy Planning. Janet has extensive expertise in project management, public meeting design and facilitation, writing and editing, strategic planning, organizational development and innovative approaches to project financing. Subscribing to the notion that strong and viable organizations combined with effective programs create stronger communities, Janet works with government agencies, non-profits, and other publicly oriented entities to define, structure and fund their efforts. Janet served as the first director of the Butte-Silver Bow Urban Revitalization Agency and in that capacity developed the community’s first urban renewal district with a tax increment financing provision. Tax Increment, Targeted Economic and Urban Renewal District Consulting Services SOQ – November, 2015 – p. 2 Subcontractor’s legal name, address, telephone number, fax number, web site (if any), and e-mail address Lanette G. Windemaker, AICP 3135 Fieldstone Dr W Bozeman, MT 59715 406-586-5266 l.windemaker@yahoo.com Statement of experience and qualifications of the subcontractor Lanette G. Windemaker, AICP, is a land use planning consultant who works with local governments providing technical assistance in tax increment financing, land use planning and growth policy development, zoning, subdivision, and the public process. Since establishing herself as a land use planning consultant in 2002 in Bozeman, Lanette has consulted on projects throughout the State of Montana. Prior to becoming a consultant, Lanette Windemaker had more than 15 years of experience in the land use planning field employed by the local governments of Gallatin County and the City of Bozeman, Montana; Fairbanks Northstar Borough, Alaska; Prince William County, Virginia; Riley County, Kansas; and the City of Colorado Springs, Colorado. Lanette has a Masters of Regional and Community Planning from Kansas State University, and a B.S. (Earth Science-Geographical Planning) from Montana State University. Lanette has been a member of the American Institute of Certified Planners (AICP) since 1989. In addition, she is a member of the Western Central Chapter of the American Planning Association and the Montana Association of Planners since 1993. District Development Over the past three decades, Janet and Lanette have assisted local governments across the state in the creation and expansion of various districts that utilize TIF. All of these efforts have been funded either entirely by the local or state government agency or with support, in some cases, provided by Technical Assistance Funds provided by the Montana Department of Commerce through the Community Development Block Grant (CDGB) program. CDS of Montana has assisted communities across the state in creating 20 tax increment districts, including two Targeted Economic Development Districts (TEDDs), in Stevensville and in Bonner. In addition to our current work with the COB on the Midtown URD and Plan and the Downtown URD Plan, we are also assisting the City of Columbia Falls in establishing a TEDD and an Urban Renewal District. CDS prepared Tax Increment, Targeted Economic and Urban Renewal District Consulting Services SOQ – November, 2015 – p. 3 the Statement of Infrastructure Deficiency and the Resolution of Necessity for the proposed Lockwood TEDD. The following table provides specific information on each TIF project we have completed. All of the following districts have been certified by the Montana Department of Revenue. Experience in Tax Increment Financing District Name and Base Year Location Size of Community (population) Size of District (physical size) Local Official Bonner Targeted Economic Development District -2014 Missoula County 110,000 117 acres Barbara Martens, Special Projects Coordinator Anaconda Urban Renewal District - 2014 Anacond a-Deer Lodge County 9,150 Multiple City Blocks Connie Ternes Daniels, Chief Executive City of Missoula – Hellgate and Reserve-Scott Urban Renewal Districts -2014 City of Missoula 69,821 Multiple City Blocks Chris Behan, Assistant Director, Missoula Redevelopment Agency Lewistown Urban Renewal District - 2014 City of Lewistow n 5,867 Multiple City Blocks Duane Ferdinand, City Planner Butte Silver Bow Urban Renewal Districts– 1980 and 2014 Butte 34,200 600 acres – 1980 409 acres - 2014 Karen Byrnes, Urban Revitalization Agency Director Whitehall Urban Renewal District – 2013 Whitehall 1,038 2 square miles Tara Mastel, Jefferson Local Development Corporation Stevensville Targeted Economic Development TIF - 2013 Stevens- ville 1,809 174 acres Julie Foster, Ravalli County Economic Development Authority Great Falls East Great 58,505 395 acres Greg Doyon, City Tax Increment, Targeted Economic and Urban Renewal District Consulting Services SOQ – November, 2015 – p. 4 TIFID - 2013 Falls Manager Expansion of the Central MT Ag and Tech Park TIFID - 2013 Great Falls 58,505 200 acres Greg Doyon, City Manager Hill County TIFID - 2013 Hill County 16,096 160 acres Paul Tuss, Bear Paw Development Corporation – Bonner Mill TIFID - 2012 Missoula County 109,299; Bonner CDP – 1,663 148 acres Dale Bickell, County Administrator Fort Benton TIFID- 2012 Fort Benton 1,464 90 acres Rick Morris, Mayor; Mimi Haydon, Clerk Stevensville TIFID - 2010 Stevens- ville 1,809 40 acres Julie Foster, Ravalli County Economic Development Authority North Jefferson County TIFID - 2009 Jefferson County 11,406 121.98 acres Tara Mastel, Jefferson Local Development Corporation Sunlight TIFID – 2009 Jefferson County 11,406 8,156 acres Tara Mastel, Jefferson Local Development Corporation Great Falls Airport TIFID - 2008 Great Falls 58,505 2.5 square miles Ben Rangel (retired), City Planner Great Falls Urban Renewal TIF - 2007 Great Falls 58,505 2 square miles Ben Rangel (retired), City Planner Ramsay TIFID - 1994 Butte- Silver Bow 34,200 3,000 acres Karen Byrnes, URA Director Demonstrated familiarity with the State statutes governing TIF/TED Districts in Montana and other State-Wide Tax Increment Financing Experience Janet and Lanette have been successful in obtaining certification from the Montana Department of Revenue as having met the State statutes and administrative rules for all urban renewal, industrial and targeted economic development district projects. Janet is the author of Tax Increment Financing in Montana, a manual for local governments, prepared in 2009 and updated in 2011 AND 2014 on behalf of the Governor’s Office of Economic Development. Tax Increment, Targeted Economic and Urban Renewal District Consulting Services SOQ – November, 2015 – p. 5 Janet works with the Montana Association of Counties, the Montana Association of Planners, the Montana League of Cities and Towns, the Montana Economic Developers Association and local governments across the state in monitoring changes to the tax increment law that are made by the Montana Legislature each session. The most recent statutory changes were made as a result of the adoption of Senate Bill 239 in the 2013 session and HB 289. HB 239 amended the Montana Urban Renewal Law (7-15-4201 and 4203 et seq. MCA) to allow just two types of districts that can use tax increment financing, urban renewal and targeted economic development. The bill provides consistency to city and county governments in creating these districts. HB 239 clarifies the zoning requirement associated with the creation of TEDDs. TIF Project Management Experience As Director of the Urban Revitalization Agency in Butte, Montana from 1979 until 1988, Janet was responsible for creating and managing the Uptown Urban Renewal TIF. She also assisted the Butte-Silver Bow Local Government in creating two industrial TIFs, one at the former Safeway Warehouse and one adjacent to the community of Ramsay, MT. More recently (2009-2015), Janet assisted Jefferson County, the Town of Whitehall, the Town of Stevensville and the City of Great Falls in training citizen boards in managing local TIF programs, including the establishment of a TIF revolving program for Jefferson County Demonstrated familiarity with the City of Bozeman’s Municipal Code and other Regulatory Experience In conjunction with their TIF projects, as well as stand-alone projects, Lanette and Janet have the following experience working with zoning, subdivision and annexation statutes: • Lanette prepared amendments to the BMC/UDC for statutory subdivision updates in 2015 and for essential services in 2014. • Lanette is currently a subcontractor providing initial review of Bozeman planning applications under the BMC/UDC. • Lanette was a consultant to COB Planning Department from 2002 to 2009 reviewing planning applications under the BMC/UDC. • CDS prepared and/or amended zoning regulations for Fort Benton, East Helena, Sunlight in Jefferson County and Stevensville in association with the creation of urban renewal and industrial districts in those communities. • Lanette prepared annexations to Fort Benton, Stevensville and Bozeman • Lanette prepared and amended subdivision regulations for Manhattan, Montana Tax Increment, Targeted Economic and Urban Renewal District Consulting Services SOQ – November, 2015 – p. 6 Statement regarding any work, past or present, provided to the City of Bozeman on any of the active TIF/TED Districts Janet Cornish, principal of CDS and Lanette Windemaker, as a subcontractor to CDS, are currently working on two projects for active urban renewal districts in the COB as follows: • Preparation of expansion to and major rewrite of the URD plan for the Midtown Urban Renewal District, formerly known as the North Seventh Avenue URD. Ordinance 1925, adopting the plan for the expanded district, will be considered for final adoption by the Bozeman City Commission on November 16th, 2015 • Preparation of amendments to the URD plan for the Downtown URD. The ordinance amending the plan is scheduled to go before the City Commission on December 7th and 28th , 2015. Examples of work provided to the City of Bozeman on any of the active TIF/TED Districts • Midtown URD Plan – included as an attachment with this e-mail transmission • Downtown URD Plan amendments – included as an attachment with this e-mail transmission Three professional references and full contact information for the listed references • Julie Foster, Executive Director, Ravalli County Economic Development Authority; Ravalli Entrepreneurship Center, 274 Old Corvallis Rd. Suite A, Hamilton, MT 59840(406) 375-9416, julie@rceda.org o Janet and Lanette prepared the required documents and managed the public process for adoption of the North Stevensville Tax Increment Financing Industrial District Plan in 2010 and the Stevensville Airport Targeted Economic Development District Plan in 2013. • Karen Byrnes and Kristen Rosa, Butte-Silver Bow Department of Community Development, 151 West Granite Street, Butte, MT, 59701, 406-497-6467, kbyrnes@bsb.mt.gov, krosa@bsb.mt.gov o Janet and Lanette prepared the required documents and managed the public process for adoption of the Butte-Silver Bow Uptown Urban Renewal Plan in 2013. • Duane Ferdinand, Director, Lewistown Planning and Community Development Department, 305 West Watson, Lewistown, MT 59457, 406-535-1760, planning@ci.lewistown.mt.us o Janet and Lanette prepared the required documents and managed the public process for the adoption of the Lewistown Urban Renewal Plan in 2013.