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Community Development Authority Packet - 5/20/2014 *AMENDED CITY OF MUSKEGO COMMUNITY DEVELOPMENT AUTHORITY AGENDA May 20, 2014 6:00 PM Aldermen’s Room – Upper Level of City Hall, W182 S8200 Racine Avenue CALL TO ORDER PLEDGE OF ALLEGIANCE ROLL CALL STATEMENT OF PUBLIC NOTICE APPROVAL OF THE MINUTES OF JANUARY 21, 2014 INTRODUCTION OF NEW CDA MEMBERS ELECTION OF CHAIR, VICE-CHAIR, AND SECRETARY PUBLIC INPUT NEW BUSINESS 1. Janesville Road Grant Request: Muskego Nursing Home (S77 W18690 Janesville Road) 2. *Janesville Road Grant Request: Drefahl (S77 W18512 Janesville Road) ONGOING BUSINESS 1. Tess Corners Redevelopment District (#1) Implementation 2. Downtown Redevelopment District (#2) Implementation 3. Muskego Business Park Redevelopment District (#3) Implementation 4. Mill Valley Redevelopment district (#4) Implementation 5. Marketing Plan Implementation MISCELLANEOUS BUSINESS AS AUTHORIZED BY LAW 1. Redevelopment District Development & Other Miscellaneous Information Updates 2. Next Meeting Date ADJOURNMENT NOTICE IT IS POSSIBLE THAT MEMBERS OF AND POSSIBLY A QUORUM OF MEMBERS OF OTHER GOVERNMENTAL BODIES OF THE MUNICIPALITY MAY BE IN ATTENDANCE AT THE ABOVE-STATED MEETING TO GATHER INFORMATION; NO ACTION WILL BE TAKEN BY ANY GOVERNMENTAL BODY AT THE ABOVE-STATED MEETING OTHER THAN THE GOVERNMENTAL BODY SPECIFICALLY REFERRED TO ABOVE IN THIS NOTICE. ALSO, UPON REASONABLE NOTICE, EFFORTS WILL BE MADE TO ACCOMMODATE THE NEEDS OF DISABLED INDIVIDUALS THROUGH APPROPRIATE AIDS AND SERVICES. FOR ADDITIONAL INFORMATION OR TO REQUEST THIS SERVICE, CONTACT MUSKEGO COMMUNITY DEVELOPMENT DEPARTMENT, (262) 679-4136. Unapproved CITY OF MUSKEGO COMMUNITY DEVELOPMENT AUTHORITY MINUTES January 21, 2014 6:00 PM Aldermen’s Room – Upper Level of City Hall, W182 S8200 Racine Avenue CALL TO ORDER Chairman Lefebvre called the meeting to order at 6:00 PM. PLEDGE OF ALLEGIANCE Those present recited the Pledge of Alligiance. ROLL CALL Present: Commissioners Larry Lefebvre, Ald. Kubacki, Ald. Robert Wolfe, Bonnie Johnson, Robert LeClaire, Bob Mueller, Dan Draeger, and Executive Director Muenkel. STATEMENT OF PUBLIC NOTICE The meeting was posted in accordance with the Open Meeting Law. APPROVAL OF THE MINUTES OF AUGUST 20, 2013 AND OCTOBER 21, 2013. Dan Draeger made a motion to Approve the Minutes of August 20, 2013. Bob Mueller seconded. Motion carried unanimously. Ald. Kubacki made a motion to Approve the Minutes of October 21, 2013. Bob Mueller seconded. Motion carried unanimously. PUBLIC INPUT NEW BUSINESS Recommendation of Approval for Development of Former BP Gas Station Parcel: John Jewell Request. Alderman Wolfe made a motion to Recommend Approval to Common Council for Development of Former BP Gas Station as submitted by John Jewell. Bob Mueller seconded. Motion Passed 7 in favor. ONGOING BUSINESS Tess Corners Redevelopment District (#1) Implementation Downtown Redevelopment District (#2) Implementation Muskego Business Park Redevelopment District (#3) Implementation Mill Valley Redevelopment District (#4) Implementation Marketing Plan Implementation MISCELLANEOUS BUSINESS AS AUTHORIZED BY LAW Redevelopment District Development & Other Miscellaneous Information Updates Next Meeting Date ADJOURNMENT Robert LeClaire made a motion to adjourn at 6:51 PM. Bob Mueller seconded. Motion Passed 7 in favor. Respectfully submitted, Kellie McMullen, Recording Secretary INTRO OF NEW CDA MEMBERS STAFF DISCUSSION We would like to welcome a few new members to the CDA tonight. First off, new appointments for Aldermanic representatives usually take place at this time of year and we are welcoming two new Alderman to the CDA. Alderman Bob Hammel from District 2 and Alderman Blaise Di Pronio f rom District 4 will now join us. Both Aldermen represent property in our Redevelopment District #2 downtown which should prove useful in the future. Also we welcome Lana Arrowood. Lana has a financial background and is a local Muskego resident. We thank Aldermen Rob Wolfe, Kevin Kubacki, and Muskego resident Dan Draeger for their past service on the CDA. ELECTION OF CHAIR, VICE-CHAIR & SECRETARY STAFF DISCUSSION At this time in the meeting we will take motions for each individual position for the next year (chairman, Vice-Chairman, and Secretary). Basically, the Chairman runs the meetings and discusses items with staff before each meeting if need be. The Chairman can also request items on the agenda from time to time based on committee input. The Vice-Chair takes over the responsibilities of the Chairman in the Chairman’s absence. The Secretary calls out the roll call at each meeting and usuall y reviews our draft plans in a bit more detail for errors and omissions. NEW BUSINESS ITEM #1: Janesville Road Grant Request: Muskego Nursing Home (S77 W18690 Janesville Rd) STAFF DISCUSSION Enclosed, please find an application for the Janesville Road Commercial Building & Site Grant Program. The applicant is Mr. Harry Swanto who owns the Muskego Nursing Home property located at S77 W18690 Janesville Road. Mr. Swanto requests a grant of up to $5,000 for his $10,000+ worth of improvements to the frontage of his property affected by the recent Janesvill e Road reconstruction. The improvements consisted of the following items below. A full submittal and description can be found in the supplement attached. Project Description:  Remove existing old asphalt, stone, and grass areas and replace with concrete, decorative stone, raised stone planters , and a new monument sign. The grant program is specifically setup to go towards the purposes below: The purpose of the Janesville Road Commercial Building & Site Grant Program is to provide matching grants to existing commercial buildings and sites for preservation and restoration. Further, the program is instituted to encourage urban design excellence, integrate urban design and preservation of Muskego’s heritage into the process of downtown redevelopment, and enhance the character of the downtown area. Grant resources should produce visible changes to commercial buildings and commercial sites. Since funding sources are limited, priority will be given to projects demonstrating the most substantial i mpact on building and neighborhood aesthetics. The Janesville Road reconstruction project left the Muskego Nursing Home with half an asphalt pad and limited grass and stone areas. Mr. Swanto sees an opportunity to revitalize this area and match it better to the new sidewalk and landscaped terraces that are now reconstructed in front of his property. Since the property is affected by the Janesville Road project and creates a substantially new visual impact to the property than what is left to exist, staff believes that the submittal meets the purposes set f orth in the adopted grant program . The grant program allows a $3,000 matching grant, but also allows a petitioner to request more. When more is requested, the grant program states the following: NOTE: While the grant amount stated above has a maximum of $3,000 allowed, actual amounts approved are subject to change by the approval of the CDA and Common Council on a case-by-case basis. Examples of allowing more than the stated maximum amount may include projects that demonstrate a benefit to the community and the surrounding area, projects that may set the tone for an area, projects that may be a catalyst for other redevelopments/developments in the area, and/or projects providing a considerable percentage match above the needed minimum of 50%. Mr. Swanto requests up to $5,000 as they believe that the project is of significant investment and will present a quality project along Janesville Road that is intended under the grant program. Over $10,000 in investment is anticipated. A CDA approval would simply state that up to $5,000 in grant monies are recommended to the Common Council subject to paid invoices matching any amounts are first provided. ONGOING BUSINESS ITEM #1: Tess Corners Redevelopment District (#1) Implementation STAFF DISCUSSION -New historic banners to be up as of the date of this meeting or shortly thereafter . -Staff is working with a possible new fast food restaurant down by Moorland/Janesville intersection (Kohl’s outlot) that is wi thin RD #1 and TIF 9. -Staff may be able to share some news with redevelopment plans for the former Salentine Auto lot as well. ONGOING BUSINESS ITEM #2: Downtown Redevelopment District (#2) Implementation STAFF DISCUSSION TIF Funds Motivation: -Staff closed the deal with Mr. John Jewell for him to purchase the former BP property on the SW corner of Janesville/Lannon. We should see Mr. Jewell’s 4,200+ SF structure going up this spring/summer! This was completed with the CDA/City aiding with a $100,000 low interest loan and grants for soil remediatio n and water/sewer connection fees. -Should see Delta Restaurant redevelopment taking shape in the coming weeks. CDA/City aided in low interest loan and grants -Still working with the owners of Jerome Drugs structure and Muskego Liquor on their redevelopm ent projects and negotiations that the CDA/City can be a partner with low interest loans and/or grants. -Staff will be reviewing a possible redevelopment project with the CDA in relation to the former Shell gas station property on the NW corner of Janesville/Lannon. Staff has been working on a Wisconsin Economic Development Corporation (WEDC) grant opportunity to possibly purchase the property along with grant monies to help Tres Locos take it over and redevelop. Applyin g for the purchase of this property will ultimately require Common Council approval. At this time, staff would like to review the project with the CDA, take questions/concerns, and ultimately get a recommendation to the Council in the event we need to mov e quickly to Council in the coming m onth. Janesville Road Reconstruction: Staff continues to be a liaison for the reconstruction of Janesville Road for the City of Muskego. Staff also recently bid out the landscaping portion of Phase II which saved the city over $125,000 . Project is due to be substantially complete by mid-June 2014. Pioneer Drive Redevelopment We haven’t visited direct implementation items related to Pioneer Drive in a while. The last item the CDA completed was the design and purchase of the business signs that will be erected later this spring on the north and south portions leading into Pioneer Drive. Most recently, staff has sent motivation letters to the business owners looking to encourage them to come forw ard with redevelopment plans for their properties and struct ures knowing that the city has the commercial grant and loan programs in place that could help them financially with these efforts. We had a couple responses from owners working on this but no dire ct action taking place. Now is a good time to discuss the future of further redeveloping Pioneer Drive and think about new strategies to work on. Staff originally had a quasi-plan (nothing formally adopted) for this area back in 2011 that had many possible recommendations. Below please find those recommendations along with staff comments relating to each on the possibility of implementation. As the CDA will see many items have been fulfilled but we should concentrate on taking certain recommendations to the next level. OUTREACH Goal 1: Ensure all interested parties know about the revitalization efforts taking place through the city efforts and are able to partake in the formulation of goals and recommendations of this Plan. Recommendation 1: Work with landowners and stakeholders to hold specific onsite Pioneer Drive meetings regarding the ongoing efforts of implementing this Plan along with formulating new ideas that the stakeholders may have. As mentioned we have had a variety of onsite owner meetings. It will be a good idea to schedule a new one for encouragement once we figure out other new implementation items below. FUTURE DEVELOPMENT/REDEVELOPMENT Goal 1: Partake in redevelopment or new development of every property in the Pioneer Drive corridor so as to create full investment in the revitalization of this area. Recommendation 1: Utilize the Redevelopment Possibilities Exhibit (Ex. 1) and information as a starting point for advocating redevelopment opportunities. Work with individual property owners on determining what, and if, the identified opportunities on the map can take place. CDA can see this attachment herein below. It is really interesting as many of these original pictures of properties (from 2010) have already changed immensely due to the Pioneer Drive reconstruction. Many elements of each p roperty still remain a possibility for us to encourage though. As stated above, staff recently has sent motivation letters to the business owners looking to encourage them to come forward with redevelopment plans for their properties and structures knowing that the city has the commercial grant and loan programs in place that could help them financially with these efforts. We had a couple responses from owners working on this but no direct action taking place. Recommendation 2: Specifically address the city owned Parks Garage land to determine the future use of this property. If found by the Common Council that this land is best suited for future redevelopment, advocate for the CDA to take over a Request for Proposal process that only approves a future us e of the land dependent on a structure/use meeting the Historic Crossroads Design Guide within a specific given period of time. Other options may include partitioning portions of the property for sale to adjoining landowners for future commercial uses or potentially make the parcel a park that contributes to the beautification of the overall planning area. This notion is still available. The city recently completed a Facilities Study of all City Facilities and the possibility of moving the Parks Garage activities over to the Public Works Garage area was one of the facilities Study options. The Council will be looking at the Facilities Study in the next month. CDA may want to advocate for this property to be in an RFP sale sooner rather than later in order to spur a new positive development here that others can build off of and be encouraged by. GENERAL CLEANUP Goal 1: Promote the general upkeep of all properties in the Pioneer Drive planning area. Recommendation 1: Look to first implement cleanup and beautification initiatives on the city controlled lands first. These lands include the Parks Garage lands, the lands around the water channel crossing, and the sanitary property. Initiatives may include landscape plans, areas for public convening, and/or cle anup of existing uses (parking on lands, old driveways, etc.). The Parks Garage lands are discussed above and the lands around the water channel were completely revitalized during the Pioneer Drive reconstruction. The sanitary property however is located on the north end of Pioneer Drive along the west side of the road, just south of the Thomas Jewelers building (see map in the inset). Now may be opportunity to invest monies to make this parcel developable. Further, adding more acreage from the north or south may enhance such an opportunity. Staff will discuss this at our meeting and see if there is CDA support to investigate this further. Recommendation 2: Work with individual property owners in identifying possible cleanup opportunities on their lands. Some of these opportunities are found on the redevelopment/development map above and include such measures as promoting re-landscaping and/or enclosing outdoor storage and commercial vehicles. Find ways to realize beautification through cleanup with financial incentives where need be (grants, offer to contract business for landowner (landscaper, architect, etc.). Discussed in the Future Development Goal 1:Rec 1 above. BEAUTIFICATION Goal 1: Create a 'sense of place' when driving through the Pioneer Drive corridor via various beautification efforts and practices. Recommendation 1: Appropriately plan for streetscaping techniques to occur if the reconstruction of Pioneer Drive, within the scope of this Plan, is approved by the Common Council. City staff sh ould budget ahead of the Council discussion on the timing of the reconstruction of Pioneer Drive and the budgeting should include looking at landscaping, decorative lighting, public parking arrangements, various street treatments (crosswalks), and wayfindi ng signage. Complete with reconstruction! Recommendation 2: Investigate and plan for wayfinding signage specific to the Pioneer Drive corridor and themes during the time of wayfinding signage design for the Janesville Road reconstruction. Complete with reconstruction! Recommendation 3: Look for new development/redevelopments to complement the streetscaping and themes the City puts in place. Ongoing Recommendation 4: Advocate for businesses and residences that look to redevelop and promote the feature s promoted in the Historic Crossroads Design Guide. Look to provide financial incentives for those that comply. Ongoing, financial possibilities discussed more below. MARKETING Goal 1: Determine the niche of the Pioneer Drive planning area in relation to commercial opportunities. Recommendation 1: Contract a consultant for a specific market study to the Pioneer Drive corridor to determine best businesses suited for such a distinct area. Include in the scope of services methods of attracting these business es, ways the city can aid the attraction of new businesses (ex. Further beautification efforts, where the city is best off investing i n Pioneer Drive, etc.), and possible cost analysis of future tax base benefits. Complete via adopted Marketing Plan from 2012. Recommendation 2: Aid in promoting the development/redevelopment opportunities along the corridor (leases, lands for sale, etc.). Possibly help in real estate promotion via signage and/or real estate listing. Opportunities in sanitary site and Parks Garage site. Purchase of other properties if owners desire to create more opportunities? We could send letters of interest out to possible owners about purchase at appraised amounts? FINANCIAL Goal 1: Provide both broad and specific financial incentives and aids that further the goals of the revitalization of Pioneer Drive. Recommendation 1: Allow the Janesville Road Grant and Loan programs and the Revolving Loan Fund to extend to the Pioneer Drive area. Complete. However, in order to encourage more people to redevelop staff was thinking that we increase the grant program potential for a specific time period? Current program allows $3,000 max as a matching grant and we may want to up the max to $5-7,000 for a period of time to jumpstart redevelopment projects just for this area? There are only a limited amount of parcels this would apply to. We will discuss this possibility in more detail at our meeting. The existing program is attached to the supplement for CDA convenience. Recommendation 2: Develop a grant program specific to residential land uses solely attributed to the properties within this Plan. Said program should look to include mechanisms for long term upkeep of any improvements made by a petitioner who receives approval of a grant. This has been discussed in the past by the CDA and Council. Having a residential grant program for the whole Redevelopment District was never approved. However, the various boards discussed that having a residential program for a specific defined area for specific items may be encouraged. The thought that the “Pioneer Drive Historic District” may be that possibility once the road reconstruction was complete. We should discuss how we might tailor a specific program for the residential properties along Pioneer Drive for recommendation to Council. Staff believes such a program should define the exact items the monies could go for and have a timeline on the program. The amount of monies could be minimal compared to the Commercial Grant Program. The program the CDA discussed in year’s past, with new staff suggestions, is attached in the supplement. Recommendation 3: Allow 'outside-the-box' grant and loan requests from landowners looking to meet the goals of this Plan even when the option might not seem feasible at face value. As needed still. Recommendation 4: Engage in land purchases, land purchase partnerships, or leases where necessary to increase revitalization goals. City recently purchased former BP gas station site to open up redevelopment opportunity. Staff only sees something like this working when there is a willing seller. As stated above, we may want to identify possibilities of a purchase and see if willing sellers are there. INFRASTRUCTURE Goal 1: Recognize that Pioneer Drive itself fully relates to th e perception of redevelopment of the area and work to reconstruct the aging areas of the Pioneer Drive streetscape. Recommendation 1: Determine the costs and needs associated with a reconstruction of Pioneer Drive including, but not limited to, resurfacing and beautification measures as identified in the beautification goal section above. Complete Recommendation 2: Address the Common Council during their capital budget discussion in 2011 to determine if, when, and to what degree a reconstruction of the Pioneer Drive streetscape can take place. Complete Recommendation 3: Attempt to reconstruct Pioneer Drive in the year 2012 so as to coincide with the Phase 1 construction of Janesville Road (Moorland to Lannon). Coinciding with Phase 1 of Janesville Road would produce less traffic concerns for patrons of Pioneer Drive and Janesville Road businesses. Further, a 2012 reconstruction would assure a full redevelopment of all the streets associated with Muskego's downtown by the year 2013 (seeing that phase 2 o f Janesville Road (Lannon to Racine) is taking place in 2013). Complete Goal 2: Assure that all properties along the Pioneer Drive planning area have the opportunity for public utilities. Recommendation 1: Further investigate the needs and costs for public water in the planning area currently served by private wells. Complete Recommendation 2: Construct water main along Pioneer Drive, so all parcels along the planning area have the opportunity for public water, at the time of any reconstruction of Pi oneer Drive. Institute water assessments if need be. Complete Goal 3: Remediate all existing and potential flooding occurrences. Recommendation 1: Study the past and potential flooding occurrences along Pioneer Drive and associated properties. Determine ways to eliminate future flooding occurrences. Complete Recommendation 2: Cost share with area residents if need be to eliminate private runoff issues or appropriately budget for long term solutions of public flooding occurrences. Complete CITY BUDGET Goal 1: Appropriately budget so as to realize the recommendations set forth in this document. Recommendation 1: The City's Community Development Authority and Common Council shall specifically address the budgetary needs of the Pioneer Drive area, based on the recommendations of this Plan. Addressing the budgetary needs shall occur prior to the Common Council approving the next year's budget. Ongoing IMPLEMENTATION Goal 1: Appropriately implement the goals and recommendations of this plan in order to make the vision of revitalizing Pioneer Drive a reality. Recommendation 1: The City's Community Development Authority and Common Council will be the governing bodies in appropriately facilitating the necessary discussions carrying out the recommendations of this plan. Ongoing Commercial Building & Site Grant Program Introduction The Commercial Building & Site Grant Program has been established to stimulate commercial exterior building and site improvements within the context of the downtown as administered by the Community Development Authority (CDA). The Façade Grant Program is relatively the same as the Façade Loan Program but is focused towards smaller scaled projects (Ex. new signage, parking lot updates, general structure updates, landscaping, etc.). Businesses that meet the eligibility requirements outlined below can receive matching grants up to $3,000. Purpose The purpose of the Commercial Building & Site Grant Program is to provide matching grants to existing commercial buildings and sites for preservation and restoration. Further, the program is instituted to encourage urban design excellence, integrate urban design and preservation of Muskego’s heritage into the process of downtown redevelopment, and enhance the character of the downtown area. Grant resources should produce visible changes to commercial buildings and commercial sites. Since funding sources are limited, priority will be given to projects demonstrating the most substantial impact on building and neighborhood aesthetics. Target Area The Façade Grant Program is available to all Downtown Muskego businesses within Redevelopment Districts No. 1 and 2 (please refer to attached map). The Redevelopment Districts No. 1 and 2 areas have been found and declared a blighted area and specific properties within the RD No. 1 and 2 Plan boundaries are specifically discussed as such in the Plan. Eligibility A. Buildings & Sites Funds must be used for rehabilitation of existing commercial buildings or for site modernizing within the designated target area. All properties must be conforming uses or legal nonconforming uses under the City’s zoning ordinance. Properties will not be eligible if any special assessments, real estate taxes or personal property taxes are delinquent. Only one grant per property will be allowed each year (with year begins on the date of an approval by Council). Buildings with multiple tenants must be remodeled in a unified manner. B. Eligible Applicants Owners, tenants, or owner/tenant joint ventures may submit applications under this program. Tenants must submit written approval of the property owner, evidence of their leasehold interest and must comply with requirements and standards as deemed necessary by the CDA. Applicants shall not be disqualified based on age, race, religion, color, handicap, sex, physical condition, development disability as defined in s.51.01(5), sexual orientation, or national origin. C. Ineligible Applicants No member of the CDA, the Common Council, or any other official, employee, or agent of the City who exercises decision-making functions or responsibilities in connection with the implementation of the program is eligible for financial assistance under this program. In addition, no loans shall be made which are in conflict with Section 946.13 of the Wisconsin Statutes (Private Interest in Public Contract Prohibited). 2 Loans shall not be available for the following businesses:  Speculative investment companies;  Real estate investment companies;  Lending institutions;  Gambling operations;  Non-public recreation facilities; or  Businesses not serving the interests of the City. D. Eligible Activities Eligible activities shall include but are not limited to the following: Buildings A. Design improvements made to front, rear or side building elevations, (priority will be given to front facades) including the following:  Modernizing of overall building materials and structure  Addition of new building materials  Adaptation of new and innovative architectural elements to a structure  Re-Painting B. Design fees on completed projects. Sites A. New road signs (Must be “monument” signage only to qualify) B. Updated and/or additional landscaping and lighting C. Screening devices for outdoor storage or refuse containers D. Parking Lot redesign or updates E. Ineligible Activities The following are not eligible for inclusion in this program: A. Roof repairs. B. Construction of new buildings. C. Structural additions to existing buildings. D. Purchase of property and/or buildings. E. Equipment. F. Interior fixtures & furnishings. G. Inventory or operating capital. Program Funding The program allows a matching grant. All grant funds are administered by the CDA and allocated by the Muskego Common Council. The grant runs on first come, first serve basis. Buildings/Sites shall be eligible for grant funding only once per calendar year. Façade Grant funds shall be allocated to specific projects based on the following formula: 50% matching grant up to $3,000 Funds are available up to the amount budgeted by the Common Council on a yearly basis and this program does not guarantee that monies will be in the program at all times. NOTE: While the grant amount stated above has a maximum of $3,000 allowed, actual amounts approved are subject to change by the approval of the CDA and Common Council on a case-by-case basis. Examples of allowing more than the stated maximum amount may include projects that demonstrate a benefit to the community and the surrounding area, projects that may set the tone for an area, projects that may be a catalyst for other redevelopments/developments in the area, and/or projects providing a considerable percentage match above the needed minimum of 50%. 3 Applicants seeking more than the maximum funding allowed must state in their applications which of the above criteria is fulfilled and their reasoning. Additional justification requesting funds surpassing the maximum may also be submitted. Providing justification does not guarantee approval. Design Standards All applicants shall utilize Muskego Downtown Design Guidelines, Muskego General Design Guidelines, and Redevelopment District No. 1 or 2 Plan concepts as a guide for designing improvements to buildings and sites. The documents can be found at the City of Muskego website or copies can be attained in the Muskego Community Development Department. Application Process A. Applicant obtains application and design standards from the Muskego Community Development Department to develop ideas for improvements. B. Applicant may meet with Community Development Department staff to go over improvement ideas. C. Based upon a concept, the applicant obtains preliminary cost estimates from a contractor selected by the applicant. D. Applicant completes an application, which includes design plans, cost estimates and construction schedules. At least two (2) bids should be submitted for each project and it is recommended that at least one bid is from a local Muskego contractor (if found). The completed application is submitted to the Muskego Community Development Department for review and then forwarded to the CDA, at their next available meeting, for determination. The CDA meets on a monthly basis. The CDA may consider past approval of loans or grants for the property. E. If the application is recommended for approval by the CDA, the Common Council must then act upon the grant submittal. A resolution of the Common Council, outlining the commitments required by the applicant before issuance of any grants, must be approved at the next available Common Council meeting. If the application is not approved by the CDA, the board will explain the reasons for rejection, and what, if any, steps can be taken to gain approval. F. Applications, depending on the amount of changes made to an existing commercial buildings or sites, may need to be reviewed by other authorities before final approval including the Planning Commission. Substantial change determinations are solely made by the City’s Community Development Director. G. Projects that commence prior to approval by the CDA do so at their own risk but may be eligible for a grant if the proposal follows the Downtown Design Guidelines, General Design Guidelines, Redevelopment District No. 1 or 2 Plan concepts, and is for an eligible activity, as determined by the CDA. In such cases, the CDA will review the application at the next regular meeting following the filing of the application and make the necessary determinations. In no case shall a grant be approved for a project that was completed or started more than six months after the date of application submittal. Preference will be given to those applying for first time grants and those grant proposals that haven’t commenced construction before grant approvals. Actual paid invoices must accompany grant proposals that were already completed. Post Application Procedure The Common Council resolution will outline the responsibilities of the applicant, however, the basic procedures will apply: A. Projects must be completed within 12 months of Common Council approval or the grant shall become void. B. Changes in the approved work, that affect the monetary value of the grant issued, must be approved by the CDA and possibly other City boards (The City’s Planning Commission if change is deemed substantial to what was originally approved). C. Approved changes in work verifications will be attached to the original applications dated and signed by the City’s Community Development Department. D. The applicant and Community Development Department staff will review proof of payment (paid invoices) and completed work before the grant payment will be made to the applicant. E. Deviations from an approved plan may disqualify the applicant from this program. COMMERCIAL BUILDING & SITE GRANT PROGRAM APPLICATION Name: Applicant (Please Print or Type) Business Name: Address: City:State:Zip Code: Phone Number:Fax Number: Mobile Number: Date: E-mail Address: Zip Code: E-mail Address: Fax Number: State: Mobile Number: Phone Number: City: Address: Business Name: Name: Property Owner (Please Print or Type) This section can be left blank if the same as above. Please fill out the information below regarding the proposed development. Location/Address: Tax Key Number(s): Page 1 of 2 Zoning: Estimated Total Project Costs: $ Amount of Request: $ Proposed Starting Date: Proposed Completion Date: Page 2 of 2 I HEREBY CERTIFY THAT I HAVE READ AND FULLY UNDERSTAND THE GRANT PROCEDURES AND FAILURE TO COMPLY WITH CITY REQUIREMENTS MAY RESULT IN THIS APPLICATION BEING WITHHELD FROM CONSIDERATION. For Planning Department Use Only Submittal Date:Staff Signature: Signature of the Property Owner: Date:Date: Signature of the Applicant (working as "Agent" for the owner): Print Name:Print Name: If this form has been filled out electronically, please click on the "Print Application" button on the top of page 1 or to the right of this text. Once the application is printed/filled out it can be submitted to the Planning Division along with any applicable information required for your submittal. Please see the attached sheet to ensure that the proper supporting documents are submitted along with this completed form. Council Approval Date:Amount Awarded: Date Project Completed:Date Funds Distributed: Brief Project Description: Required Attachments to this Application: Cost breakdown of the project with this application that is broken down by category (design, materials, labor, etc.). Copies of bids or written cost estimates from contractors. Scale drawing showing alterations, colors, changes or improvements being proposed. Copy of a recent photo showing current condition of the building. Residential Improvement Grant Program Introduction The City of Muskego established the Residential Improvement Grant Program to stimulate residential exterior building and site improvements within the context of the Pioneer Drive Historic Zoning District area of Redevelopment District #2 as administered by the Community Development Authority (CDA). Residential properties meeting the eligibility requirements outlined below may be eligible to receive matching grants up to $500. Purpose The purpose of the Residential Improvement Grant Program is to provide matching grants to existing residential buildings and sites to encourage exterior renovation and rehabilitation as they apply to the view from the road right- of-way in the redevelopment districts. The goals of the program are to 1) preserve and upgrade the Redevelopment District’s housing stock, 2) revitalize, stabilize and aesthetically improve the overall appearance of the road right-of- way in the redevelopment districts thoroughfare and residential neighborhood and 3) stimulate investment, development, and interest in the Muskego community by families, businesses, investors, and developers considering ventures and/or residency in the area. The Community Development Authority has been working diligently, preparing strategic implementation measures and plans looking to revitalize Muskego’s redevelopment districts. Most of these implementation measures focus on the redevelopment of commercial entities; however, redevelopment of the residential uses along this stretch is also important to the look and feel of the corridor. Allowance of this grant program will hopefully encourage investment in the surrounding landscape of the roadways that will lead to a better Muskego for passersby and residents who come to the downtown area. Target Area The Grant Program is available to all residential properties within the Pioneer Drive Historic Zoning District area of Redevelopment District #2. Eligibility A. Buildings & Sites Funds must be used for rehabilitation of existing residential buildings or for site modernizing within the designated target area. All properties must be conforming uses or legal nonconforming uses under the City’s zoning ordinance. Properties will not be eligible if any special assessments, real estate taxes or personal property taxes are delinquent. Only one grant per property will be allowed each year (with year begins on the date of an approval by Council). Buildings with multiple tenants must be remodeled in a unified manner. B. Eligible Applicants Owners of only property tax keys with frontage on a right-of-way may submit applications under this program. Further, a condo or other multi-unit development must act as one entity, per property tax key, under this program. Applicants shall not be disqualified based on age, race, religion, color, handicap, sex, physical condition, development disability as defined in s.51.01(5), sexual orientation, or national origin. C. Ineligible Applicants No member of the CDA, the Common Council, or any other official, employee, or agent of the City who exercises decision-making functions or responsibilities in connection with the implementation of the program is eligible for financial assistance under this program. In addition, no loans shall be made which are in conflict with Section 946.13 of the Wisconsin Statutes (Private Interest in Public Contract Prohibited). D. Eligible Activities Grants should produce visible changes to residential buildings and sites facing the road right of way, conform to community standards and benefit the community to an extent equal or greater than the personal benefit to the owner. Since funding sources are limited, priority will be given to projects demonstrating substantial impact on building and neighborhood aesthetics contributing to a positive 2 change to how the property is viewed from the right-of-way. Thus, the facades of structures and the front yards of properties, that are viewable from the right-of-way, must show significant enhancements to be considered. Eligible activities may include but are not limited to the following: Buildings A. Design improvements made to the facades viewable by the public, including the following:  Painting enhancements  Window/door enhancements  Shutters/awnings/architectural detail enhancements  Decorative column(s)/trellis  Dec and porch enhancements  Adaptation of new and innovative architectural elements to a structure B. Design fees on completed projects. Sites A. Improvements made to the front yards or viewable portions of the yard by the public, including, but not limited to, the following:  Updated and/or additional landscaping (bushes, trees, etc.)  Removal of unsightly landscaping that better exposes the dwellings and better maintained areas of a site  Decorative stones/pavers  Retaining walls  Picket or decorative fencing  Lighting E. Ineligible Activities The following are not eligible for inclusion in this program: A. Roof repairs B. Construction of new buildings C. Structural additions to existing buildings D. Purchase of property and/or buildings E. Equipment F. Interior fixtures & furnishings G. Inventory or operating capital H. Any type of “general repair” Program Funding The program allows a matching grant. All grant funds are administered by the CDA and allocated by the Muskego Common Council. The grant runs on first come, first serve basis. Buildings/Sites shall be eligible for grant funding only once per calendar year. Façade Grant funds shall be allocated to specific projects based on the following formula: 50% matching grant up to $500 Funds are available up to the amount budgeted by the Common Council on a yearly basis and this program does not guarantee that monies will be in the program at all times. NOTE: While the grant amount stated above has a maximum of $500 allowed, actual amounts approved are subject to change by the approval of the CDA and Common Council on a case-by-case basis. Examples of allowing more than the stated maximum amount may include projects that demonstrate a benefit to the community and the surrounding area, projects that may set the tone for an area, projects that may be a catalyst for other redevelopments/developments in the area, and/or projects providing a considerable percentage match above the needed minimum of 50%. 3 Applicants seeking more than the maximum funding allowed must state in their applications which of the above criteria is fulfilled and their reasoning. Additional justification requesting funds surpassing the maximum may also be submitted. Providing justification does not guarantee approval and the CDA and Common Council reserve the right to lower the amount requested based on the percentage of upgrades actually visible from the right-o-way. Design Standards All applicants shall utilize the Muskego Historic Crossroads Design Guide, the Muskego General Design Guide, and/or the Redevelopment District #2 Plan concepts as guides for designing improvements to buildings and sites. The documents can be found at the City of Muskego website or copies can be attained in the Muskego Community Development Department. Application Process A. Applicant obtains application and procedures from the Muskego Community Development Department. B. Applicant may meet with Community Development Department staff to go over improvement ideas. C. Based upon a concept, the applicant obtains preliminary cost estimates from a contractor selected by the applicant. At least two bids are required with one bid being a local Muskego contractor if applicable. D. Applicant completes an application, which includes design plans, cost estimates, existing pictures, and construction schedules. At least two (2) bids should be submitted for each project and it is recommended that at least one bid is from a local Muskego contractor (if found). The completed application is submitted to the Muskego Community Development Department for review and then forwarded to the CDA, at their next available meeting, for determination. E. If the application is recommended for approval by the CDA, the Common Council must then act upon the grant submittal. A resolution of the Common Council, outlining the commitments required by the applicant before issuance of any grants, must be approved at the next available Common Council meeting. If the application is not approved by the CDA, the board will explain the reasons for rejection, and what, if any, steps can be taken to gain approval. F. Preference will be given to those applying for first time grants. Post Application Procedure The Common Council resolution will outline the responsibilities of the applicant. The basic procedures will apply: A. Projects must be completed within 12 months of Council approval or the grant shall become void. B. Changes in the approved work, that affect the monetary value of the grant issued, must be approved by the CDA and possibly other City boards. C. Approved changes in work verifications will be attached to the original applications dated and signed by the City’s Community Development Department. D. The applicant and Community Development Department staff will review proof of payment (paid invoices) and completed work before the grant payment will be made to the applicant. E. Deviations from an approved plan may disqualify the applicant from this program. ONGOING BUSINESS ITEM #3: Muskego Business Park Redevelopment District (#3) Implementation STAFF DISCUSSION Business Retention and Expansion: Staff is ready to send out new business retention surveys for 2014. A draft is included in the supplement for CDA review and approval. The format is generally the same. We intend to send the survey to those who committed to returning surveys last year to see how things have changed as well as sending the surveys to a few new businesses. We will share the data with the CDA at the future meetings and react as need be then. Hopefully we can get some data on businesses that wish to expand as well as data on what we might be able to do to enhance the overall business park. Customer Diversification Assessments: Our Marketing Plan talks about outreach and expansion/retention of local businesses. One item that has been noted in our Plan is Customer Diversification Assessme nts. UW- Whitewater’s Innovation Center has completed these for many companies over the years. The assessments are described more below. In all, we might want to see if such an assessment would benefit our local businesses by adding this question to our retention surveys. If found that it could, we might want to extend an offer to our businesses that we would offset the costs for their assessment. Staff has found that an assessment costs around $3,000 Customer Diversification Assistance In collaboration with the market research services of the Wisconsin Innovation Service Center (WISC), the University of Wisconsin-Whitewater Small Business Development Center offers customized assistance to manufacturers in our five-county region that includes Dodge, Jefferson, Rock, Walworth and Waukesha Counties. Manufacturing businesses can survive and grow by finding and reaching new customers in new markets. Customer Diversification Assessments and follow-up consultations for implementation provide companies with information  To replace lost business  To diversify across industries  To reduce vulnerability to market downturns  To focus on the best market segments  To find and reach new customers in new markets Customer Diversification Assessments research costs around $3000 with exact prices determined based on specific project scope. Depending on where the business is located, grant funds may be available to cover part of the cost of the project. For more information or to request a Customer Diversification Assessment proposal, contact Sandra Beccue at 262-472-1365 or by email at innovate@uww.edu. More information about WISC research services can be found online at http://wisc.uww.edu. InPro Expansion: Staff is excited to note that InPro looks to expand their global headquarters in Muskego by adding a 29,000 SF building along the corner of Mercury/Janesville. This plan meets our RD #3 goals for this area of encouraging new business development along Janesville here. Muskego Business Retention & Expansion (BRE) Survey Thanks for your time in completing this Business Retention Survey. The City of Muskego uses surveys like these to see how what the community may do better in order to make Muskego a positive place to do business while increasing the tax base and job opportunities in the region. Company Name:____________________________________________________________________________________ Name:_________________________________________ Position Title:________________________________________ Address:________________________________________ Email:_____________________________________________ LOCAL ENVIRONMENT 1. What is your overall opinion of Muskego as a place to conduct business? Very Poor Poor Average Good Excellent 2. Has your attitude changed in the last two years about doing business in Muskego? YES NO If Yes, has it: IMPROVED DETERIORATED Why?__________________________________________ ______________________________________________ ______________________________________________ 3. What IMMEDIATE business needs or concerns could be addressed by the City of Muskego local government to help your business? ______________________________________________ ______________________________________________ ______________________________________________ ______________________________________________ 4. What do you see as some of the main assets of the community as a place to live and own a business? ______________________________________________ ______________________________________________ ______________________________________________ ______________________________________________ 5. What main changes would you like to see made to improve the area you do business in OR in the overall city? (Ex. Street, infrastructure, or aesthetic upgrade needs directly around you that may affect your business or how your consumers/clients view your business or the overall city) ______________________________________________ ______________________________________________ 6. What are your top three (3) reasons for locating or keeping your business in Muskego? Proximity to freeways Access to metro amenities Access to my customers Local officials Access to my suppliers Safety services Proximity to home Recreation facilities Cost of doing business Quality of housing Workforce availability Quality of life Financial Incentives Access to support services (printing, advertising, financial) Other: _________________________________ EMPLOYEES 7. How many employees currently work at your location? ______________________________________________ 8. Are you experiencing difficulty in finding suitable employees for your business? YES NO If Yes, what expertise is most difficult to find? ______________________________________________ ____________________________________________ 9. Are there any areas which your current employees need training or areas you see a shortage of adequate employee candidates for your business? General skills (basic math, reading/writing, problem solving) Managerial skills (finance, employee management/relations) Professional skills (sales, marketing, accounting) Customer service skills (interpersonal communications, product knowledge,) Computer skills (word‐processing, database management, computer system maintenance) Equipment operation skills Mechanical skills Specialized skills Other skills:_________________________________ 10. Is there a certain area school that you look to for a pool of employee candidates (WCTC, MATC, etc)? ______________________________________________ ___________________________________________ 11. Does your business have difficulty retaining employees? YES NO BUSINESS PLANS 12. Are you considering modernization, renovation, or expansion now or the future? None at this time Warehouse space Manufacturing/Production space Office space Parking area Adding another department, division, or business Expansion into adjacent space Expansion by acquisition Other:_________________________________ 13. Do you face any constraints to expansion? If so, please select all that apply: Need financial assistance Need info on city and/or state tax incentives Insufficient space in existing building Not enough land for expansion Parking issues Zoning and building regulations Other:_________________________________ 14. Does your company have any other company locations? YES NO If so, where? _____________________________________________ If so again, would there be a possibility of consolidating operations in Muskego? YES NO FYI: The City of Muskego has a variety of financing aids at their disposal. Existing loan programs and bond financing can help you fill the gap for that next needed piece of equipment or expansion. Interest rates are as low as 50% of current prime (<2% in most cases). MARKET 15. What are the two most important trends influencing your industry over the next two years? ______________________________________________ ______________________________________________ ______________________________________________ ______________________________________________ 16. How will these trends affect your company or facility? ______________________________________________ ______________________________________________ ______________________________________________ ______________________________________________ 17. Do you foresee any regulatory changes in your business? YES NO If so, what? ______________________________________________ ______________________________________________ 18. What major products used in your business are purchased outside of the City of Muskego? ______________________________________________ ______________________________________________ ______________________________________________ ______________________________________________ 19. What business inputs, materials or services, would you like to purchase locally that you currently purchase from outside the area (We might be able to find an alternate for you)? ______________________________________________ ______________________________________________ ______________________________________________ 20. Are there any local suppliers who could supply your major product that you are aware of? (Please list possibilities if so) ______________________________________________ ______________________________________________ ______________________________________________ ______________________________________________ 21. Would it be advantageous for you to have a supplier located in the City of Muskego or generally closer than where they are currently located? YES NO 22. Where are your primary competitors located? ______________________________________________ ______________________________________________ ______________________________________________ 23. Where are your customers primarily located? ______________________________________________ ______________________________________________ Thanks for your time in this matter! Please mail back the survey in the postage paid envelope provided when you have time. The City of Muskego W182 S8200 Racine Ave PO Box 749 Muskego, WI 53150‐0749 ONGOING BUSINESS ITEM #4: Mill Valley Redevelopment District (#4) Implementation STAFF DISCUSSION No movement is taking place with the quarry in New Berlin, thus there are no updates at this time from Muskego’s side. ONGOING BUSINESS ITEM #5: Marketing Plan Implementation STAFF DISCUSSION Below are some of the pertinent items staff has been working on in relation to Marketing Plan implementation lately: Business Contact List Database/Sale & Lease Properties Economic Development Tool: Staff showed this to the CDA at our last meeting and would like to show the latest and greatest version set to be released to the public online at the end of the month. This tool is a one stop shop of Muskego business property/site information. TIF Leverage: Working with many businesses on TIF leverage in our downtown and Moorland TIFs. A couple possibilities for new businesses with possible incentives from the city coming in 2014 for the Moorland Rd area. Target Industry’s and Site Selectors: We sent out Muskego data sheets to over 400 IL businesses m eeting our Marketing Plan criteria last year and we will doing the same in the coming month s with some updates to our graphic data sheet. GoMuskego Marketing: Sent out many letters and follow-ups for enticing new franchises to Muskego MISC. BUSINESS ITEM #1: Redevelopment District Development & Other Miscellaneous Information Updates None. MISC. BUSINESS ITEM #2: Next Meeting Date Tuesday July 15th at 6 pm unless an earlier date is needed for any grant/loan requests. Approximate CDA Budgets 2011 Budget Existing Supplies and Expenses $500 Professional Services $3000 Attorney $5000 Property Sale Balance $91,000 Existing RLF Fund Balance: $330,000+ Existing RD #3 Balance: $52,248.03 TIF Residual Balance: ~$600,000+ TIF 8 Balance: ~$300,000