Loading...
Community Development Authority Packet - 4/7/2016 CITY OF MUSKEGO COMMUNITY DEVELOPMENT AUTHORITY AGENDA April 7, 2016 6:00 PM City Hall, W182 S8200 Racine Avenue PUBLIC HEARINGS 1. Public Hearing Regarding the Proposed Boundaries and Project Plan for Tax Incremental District No. 11 in the City of Muskego, Wisconsin. 2. Public Hearing Regarding the Proposed Amendment of Boundaries and Project Plan for Tax Incremental District No. 9 in the City of Muskego, Wisconsin. REGULAR MEETING: (Following Public Hearing) LOCATION: City Hall, W182 S8200 Racine Ave CALL TO ORDER PLEDGE OF ALLEGIANCE ROLL CALL STATEMENT OF PUBLIC NOTICE APPROVAL OF THE MINUTES OF OCTOBER 20, 2015. PUBLIC INPUT NEW BUSINESS 1. Community Development Authority Action Regarding the Proposed Boundaries and Project Plan for Tax Incremental District No. 11 in the City of Muskego, Wisconsin and Approval of Project Plan (See the Resolution “A Resolution Designating the Proposed Boundaries and Approving a Project Plan for Tax Incremental District No. 11, City of Muskego, Wisconsin”). 2. Community Development Authority Action Regarding the Proposed Amendment of Boundaries and Project Plan for Tax Incremental District No. 9 in the City of Muskego, Wisconsin and Approval of Project Plan Amendment (See the Resolution “A Resolution Designating the Proposed Amended Boundaries and Approving a Project Plan Amendment for Tax Incremental District No. 9, City of Muskego, Wisconsin”). 3. Recommendation Regarding Collateral for TID 8 Commercial Loan (Jewell). 4. Discussion and Possible Recommendation on Commercial Grant/Loan Programs Language. 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. Public Hearing Regarding the Proposed Boundaries and Project Plan for Tax Incremental District No. 11 in the City of Muskego, Wisconsin. STAFF DISCUSSION Our required public hearing for the newly proposed Tax Incremental District #11 will take place at this time. The City Tax Incremental Finance Attorney will provide background on the proposed TID and the developer may provide their background as well. The public hearing will then be opened up for public comment. The public hearing is a time simply for comments. Any questions from the public or comments from the CDA can be facilitated later in the agenda under the proposed TID #11 resolution. See all background information under the resolution portion of the agenda for TID #11. Public Hearing Regarding the Proposed Amendment of Boundaries and Project Plan for Tax Incremental District No. 9 in the City of Muskego, Wisconsin. STAFF DISCUSSION Our required public hearing for amending the Tax Incremental District #9 boundaries will take place at this time. City staff will provide background on the proposed TID boundary amendment and then the public hearing will be opened up for public comment. The public hearing is a time simply for comments. Any questions from the public or comments from the CDA can be facilitated later in the agenda under the proposed TID #9 resolution. See all background information under the resolution portion of the agenda for TID #9. Unapproved CITY OF MUSKEGO COMMUNITY DEVELOPMENT AUTHORITY MINUTES October 20, 2015 6:00 PM Aldermen’s Room – Upper Level of City Hall, W182 S8200 Racine Avenue CALL TO ORDER Chairman Bob LeClaire called the meeting to order at 6:01 PM. PLEDGE OF ALLEGIANCE Those present recited the Pledge of Allegiance. ROLL CALL Present: Bob LeClaire, Lana Arrowood, Bonnie Johnson, Ald. Kubacki, Barb Schroeder and Director Jeff Muenkel. Absent: Dave Stevens and Ald. Kapusta STATEMENT OF PUBLIC NOTICE The meeting was noticed in accordance with the open meeting laws. APPROVAL OF THE MINUTES OF JULY 21, 2015 Alderman Kubacki made a motion to approve the minutes of July 21, 2015. Bonnie Johnson seconded. Motion Passed 5 in favor. PUBLIC INPUT NEW BUSINESS Commercial Building & Site Grant Request: Muskego Auto Body (W180 S7767 Pioneer Drive) Alderman Kubacki made a motion to approve Commercial Building & Site Grant Request for Muskego Auto Body (W180 S7767 Pioneer Drive) in the amout of $900 for materials. Bonnie Johnson seconded. Motion Passed 5 in favor. Commercial Building & Site Grant Request: Lincoln Pointe Center (S63 W13694 Janesville Road) Alderman Kubacki made a motion to approve Commercial Building & Site Grant Request for Lincoln Pointe Center (S63 W13694 Janesville Road) in the amount of $15,000. Barb Schroeder seconded. Motion Passed 5 in favor. Business Recruitment Rewards Program Continuation Discussion Lana Arrowood made a motion to approve the continuation of the Business Recruitment Rewards Program. Bonnie Johnson seconded. Motion Passed 5 in favor. ONGOING BUSINESS Tess Corners Redevelopment District (#1) Implementation Alderman Kubacki made a motion to table the real estate sign program. Robert LeClaire seconded. Motion Passed 5 in favor. 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 Developments disc. & Other Miscellaneous Information Updates Next Meeting Date ADJOURNMENT Bonnie Johnson made a motion to adjourn at 6:39 PM. Lana Arrowood seconded. Motion Passed 5 in favor. Respectfully submitted, Kellie McMullen, Recording Secretary NEW BUSINESS ITEM #1: Community Development Authority Action Regarding the Proposed Boundaries and Project Plan for Tax Incremental District No. 11 in the City of Muskego, Wisconsin and Approval of Project Plan (See the Resolution “A Resolution Designating the Proposed Boundaries and Approving a Project Plan for Tax Incremental District No. 11, City of Muskego, Wisconsin”). STAFF DISCUSSION Please find enclosed in the supplement the proposed draft TID #11 Project Plan. The proposal consists of boundaries surrounding a proposed development for the former Parkland Mall property which is located on 10+ acres along Janesville Road between Lannon Drive and Parkland Drive in Muskego’s downtown. The City’s Tax Incremental Finance Attorney will be present to go over the details of the proposed plan and resultant negotiations surrounding the proposed development to date. A formal resolution is attached that the CDA should consider after deliberation. The resolution is essentially a recommendation for approving the TID Project Plan and associated boundaries. The Council has to ultimately approve the TID Project Plan and boundaries but depends on the CDA in this situation for a recommendation. It is reasonable to assume that the CDA may approve the resolution knowing that it is subject to further negotiations and approvals with the Common Council. The CDA should feel free to provide the Common Council any comments regarding other variables they would like the Council to consider before the Council would approve any final plans or developer agreements. Such contingencies might be in the form of guarantees the CDA would like to see, re-structuring/changing of any of the project costs, or re-structuring/changing how incentives are allocated, etc. The city does have adopted TID Guidelines that were approved back in 2007 (attached herein). The guidelines layout a format in which the city hopes to find in developer proposed TIDs. The CDA should review these guidelines. The city TIF Attorney will be able to answer various questions on how the proposed development works in the existing guidelines. The basics behind the developer request shown in the draft project plan are as follows:  The developer is requesting $6,866,000 in incentives. The developer is showing that the initial costs to get the site pad-ready for the development will cost in excess of $2,866,000. They request that the $2,866,000 is paid back to them as work progresses for completion of phase 1 of the project which is all the grading, utility, and road infrastructure to get the site pad-ready. Essentially the developers are requesting the $2,866,000 as a construction draw. The last $4,000,000 is requested in the form of a “pay as you go” municipal revenue obligation (MRO) once all the development they proposed has been built and the tax increments from that built development is large enough to pay off all the incentives given (pay as you go).  The project plan is showing that the requested incentives, along with the costs incurred by the city during this process (interest fees and city administration), would be paid off by the resulting new taxes created by the development within a 15 year time period.  Before a TID is approved by a municipality, the city should find that incentive requests pass the “but for” test. Essentially, but for the incentives allowed by the city, this proposed development simply wouldn’t happen or at least happen to the degree (maximum tax potential) being proposed. The city TID attorney will discuss how the developers believe they are meeting the “but for” test in more detail. Essentially, the developers have provided the city with information that a normal developer return on investment would not occur without the incentives requested and that the development could not occur without the city incentive for various construction costs including utility extensions, over excavation costs due to poor soils, and adaptation of the development to the downtown beautification scheme (rec trails/surrounding road enhancements).  The development being requested consists of approximately 53,500 square feet of commercial buildings (consisting of a 30,000 square foot grocer that the developers have named as Sendik’s, a 12,500 square foot commercial structure, a 4,000 commercial structure, and a 7,500 square foot commercial structure) and three (3) proposed apartment buildings.  The TID Project Plan would be contingent on a developers agreement formalizing the partial guarantees and the paybacks associated with the draft Project Plan. This developer’s agreement would require review and approval of the Common Council at a future date.  The TID Project Plan and resulting developers agreement would also be contingent on the developers receiving formal city approvals for any rezonings, land divisions, and architecture approvals for future buildings.  It should be noted that the developers have submitted the full civil (utility/road) plans for city and other agency approval. These are in review by the City’s engineering department and should be ready to go for construction approval should the TID get approved in the next couple months.  It should also be noted that the developers have formally submitted for their initial rezoning for the land. Since the development is proposed as a mixed use development they require a rezoning to a PD Planned Development before the Common Council and Plan Commission. The initial public hearing for the rezoning is scheduled before the Council on Tuesday April 26, 2016 at 7 pm. Although the rezoning meeting isn’t for another month it will be important for the CDA to consider the development being proposed and to offer any comments to the Council and Plan Commission now on how the CDA views the proposed development in regards to the adopted Redevelopment District #2 Plan. Here is some info regarding the proposed Planned Development rezoning below. Please find the rezoning supplement from the developer attached as well): o The proposed PD Planned Development Zoning District is requested from the developer to allow a mixed use development to occur that would allow multi-family uses with commercial uses (As shown in the plans in the Appendix of the TID #11 Project Plan). o The PD district also allows the development to occur outside of concrete zoning requirements. For this proposed PD, the developer would need the PD to allow the individual commercial and residential developments to have varying setbacks to property lines as well as to allow site treatments (parking, roads, landscaping, etc.) to cross various property lines. o Lastly, the developer is showing that the proposed multi-family structures are to be a height of 43 feet. The PD district is being proposed to allow the residential structures to be built at this height when the normal underlying zoning requirement is 30 feet. Per below, the height need is due to the poor soils and high water table in the soils that necessitate building the enclosed parking on the first level with three stories of residential above. The adopted Redevelopment District #2 discusses the former Parkland mall property in detail. Ultimately, the language in the plan specifically states that any development proposed for the property should be “market driven” but it does talk about other possible design requirements that might be good to find in a future development here. Please see the language from the Redevelopment District #2 Plan below for your reference. Overall, most of the recommendations found in the adopted RD #2 Plan will pertain to the actual structure and site layouts when they would come forward for Planning Commission approvals in the future. However, staff believes that the rezoning and the concepts provided with the TID #11 do meet many of the objectives found in the RD #2 Plan. While some design suggestions don’t follow the developer submittal we do see that we left the Plan to state that any development proposed is “market driven.” In the end, the development proposed will enhance the image and profile of downtown Muskego where a void exists today. Working out the various height and setback variances as part of the rezoning will be more dependent on the outcome of the future public hearing and how the Planning Commission determines if such variances affect the surrounding neighborhood in a negative way or not. Adopted Redevelopment District #2 Plan Language pertaining to the proposed Parkland Towne Center: ACDO #3 “DOWNTOWN REVIVAL” ACDO #3 is considered the central downtown of the City of Muskego. The area with the most redevelopment potential is found along the north side of Janesville Road between Lannon Drive and Parkland Drive and includes the 10-acre former Parkland Mall site. The area is currently comprised of single-family residential uses along the west side of Lannon Drive. Commercial zoning and land uses are found in place for the parcels abutting Janesville Road, which includes the former Parkland Mall site. Redevelopment in this area should seek to enhance the image, profile, and use of Downtown Muskego. Given its central location, the site plays a crucial role in the future viability of the Janesville Road commercial district. Equally important, the site provides an opportunity to begin to reshape Downtown Muskego from a disparate collection of aging commercial structures to a functional and symbolic city center befitting a community of over 20,000. New development at the former Parkland Mall site can help set higher standards of design with a renewed emphasis on community image and the cost effective provision of public services. Moreover, a quality project at this location will provide the downtown area, and indeed the entire community, with an identity reflecting the local quality of life and the affluence of city households – in short, a visual and economic anchor for the currently attenuated and uncentered Janesville Road corridor. Widely accepted development and planning principles suggest that new development should help the downtown and City compete in an increasingly competitive and quality-conscious real estate environment, while providing alternative housing and shopping opportunities in close proximity. The vision for the Parkland Mall site should encompass a mixed-use development utilizing traditional neighborhood development standards. Area residents should feel a new sense of place, as a development must provide a downtown identity. Commercial and residential uses are envisioned providing a one-stop convenience of institutional and public services. Overall, this project should demonstrate market driven principles that work within the Muskego’s economic landscape. The following key planning elements are to be used as a guide for the development/redevelopment of the portion of this area that abuts Janesville Road (Note: A development may include other elements not listed OR may exclude some of the elements below as any new development should be market driven): Design Character  Traditional town center/modern ‘main-street’  Buildings squarely facing the street  Buildings closer to street, parking behind  Pedestrian scale – walkable, accented storefronts  Taller building profiles – downtown centerpoint and landmark  Variable roof-lines.  Transitional massing blending with surrounding architecture  Sense of place/downtown identity Use Mix  Possible upper end condos (professionals & ‘empty nesters’)  Destination and convenience retail  Smaller floorplate retail  Shared parking  Multiple purpose trips  Convenience Density  Possible Mid-Rise heights: Somewhat higher than City norm  Built in consumer market for downtown businesses  Greater TIF revenues  More efficient public services/utilities  Activity center  Downtown anchor and landmark As stated, the parcels west of Lannon Drive, are primarily residential; however, the 2020 Plan lists future uses as being commercial in character. Commercial land uses will most likely come to fruition after the primary spot in the former Parkland Mall site is developed. The parcels abutting the lake may develop only after a larger development along Janesville Road is created to link an open space lake access to the downtown. Future assemblage of these parcels to create lake access and view sheds may entail a mixed-use development that adapts to the lake, consisting of various commercial activities intermingled with multi-family condominium projects. Future lake accesses and view sheds will hopefully bring the lake back into the community and create new opportunities for residents and visitors to enjoy an original amenity Muskego has historically been famous for. As part of ACDO #3 “Downtown Revival”, these measures may take place: 1. Deriving an overall concept plan for the City to promote may be key to seeing the redevelopment potential of this area through. Formulizing an overall concept plan along with ways to finance the plan is critical. Financing may include the use of a TIF District. 2. Future decision-making bodies should be sensitive to how future lake access here is developed in order to assure that the access points work well with surrounding land uses. 3. Parcels may have the potential to be purchased by the community as funds become available, development takes place, and/or properties go up for sale. Community participation should only be used in acquisitions associated with a larger adopted development plan for the area. 1. Redevelopment potential of this area both in general, and parcel specific, should be continually promoted with the property owners. 2. Various financing methods should be used to spur redevelopment with the individual owners including property specific development based incentives and loan/grant programs. 3. Various financing methods should be investigated to make a redevelopment with lake access/views a reality, including the use of TID financing. CDA RESOLUTION NO. 001-2016 RESOLUTION RECOMMENDING CREATION OF TAX INCREMENTAL DISTRICT NO. 11 AND APPROVING THE PROPOSED PROJECT PLAN FOR THE DISTRICT WHEREAS, the portion of the City of Muskego, Waukesha County, Wisconsin (the "City") described on Exhibit A hereto is suitable for mixed use development, consisting of a combination of residential and commercial uses, and WHEREAS, the creation and implementation of a tax incremental district ("TID No. 11") pursuant to Section 66.1105 of the Wisconsin Statutes (the "Tax Increment Law") is necessary in order for such development to occur, and WHEREAS, a proposed tax incremental district project plan in the form attached hereto as Exhibit B (the "Project Plan") has been prepared for TID No. 11 in accordance with the requirements of the Tax Increment Law, and WHEREAS, on April 7, 2016, this Community Development Authority held a public hearing at which all interested parties were afforded a reasonable opportunity to express their views on the proposed creation of TID No. 11, the proposed boundaries of TID No. 11 and the Project Plan. NOW, THEREFORE, BE IT RESOLVED BY THE PLAN COMMISSION OF THE CITY OF MUSKEGO, WISCONSIN, THAT: 1. Recommendation of Creation of TID No. 11. The Community Development Authority recommends that TID No. 11 be created in order to promote mixed-use development in the City. 2. Designation of Boundaries. The Community Development Authority recommends that the boundaries of TID No. 11 be as shown in Exhibit A and include the properties designated on Exhibit A. 3. Adoption of Project Plan. The Community Development Authority adopts the Project Plan as the proposed project plan for TID No. 11. 4. Submission of Recommendation to Common Council. The recommendations of this Community Development Authority as to the creation of TID No. 11, the boundaries of TID No. 11 and the Project Plan for TID No. 11 shall be submitted to the Common Council. Adopted this ___day of __________, 2016. Robert LeClaire, Chairman City of Muskego Community Development Authority Attest: Jeff Muenkel, Executive Director City of Muskego Community Development Authority EXHIBIT A All that part of the Northwest ¼ and the Southwest ¼ of Section 10, Town 5 North, Range 20 East, City of Muskego, Waukesha County, Wisconsin, bounded and described as follows: Commencing at the Northwest corner of a property identified by Tax-key no. 2198-990-003 said point also being the point of beginning; thence Easterly along the North line of said property 106.00 feet, to the Easterly line of said property; thence Southerly along said East line extended 295 feet more or less, to the South right of way line of Janesville Road (C.T.H. “L”); thence Northeasterly along said South line 710 feet more or less to the Northeast corner of Lot 4, Certified Survey Map No. 10029; thence Northerly 120 feet more or less to the Southwest corner of a property identified by Tax-key no. 2198-984-001; thence Northerly along the West line of said property 417.31 feet to the North line of said property, said point also being the corner of a property identified by Tax-key no. 2198-984; thence Southwesterly along a North line of said property 16.09 feet to an Easterly line of said property; thence Northwesterly along said Easterly line of 28.22 feet to a North line of said property; thence Southwesterly along said North line 160.00 feet, to an East line of said property; thence Northwesterly along said East line 210.00 feet, to a North line of said property; thence Northwesterly along said North line 293.37 feet, to a West line of said property; thence Southerly along said West line 200.00 feet to a North line of said property; thence Westerly along said North line 100.00 feet to the Easterly Lannon Drive right of way line; thence Southerly along said right of way line 541.84 feet, to the point of beginning. EXHIBIT B PROPOSED PROJECT PLAN FOR TID NO. 11 CITY OF MUSKEGO, WISCONSIN TAX INCREMENTAL DISTRICT NO. 11 PROJECT PLAN PREPARED BY: THE CITY OF MUSKEGO, WI. & VON BRIESEN & ROPER & HUTCHINSON, SHOCKEY, ERLEY & CO. MARCH 23, 2016 INTRODUCTION Tax Increment District No. 11 (the “District) is being formed as a mixed use tax increment district. It is comprised of approximately 10.75 acres that will be developed with a combination of 3 apartment buildings and 53,500 square feet of commercial space. The area is what was once known as the Parkland Mall. The property is currently assessed as agricultural with a value of approximately $2,300. The District is being formed to encourage the development of the now vacant property into more appropriate uses for the Muskego, WI downtown area and to increase the tax base. SECTION I EXISTING USES AND CONDITIONS The land in the District is currently zoned B-4 Highway Business District but is used as agricultural at this time. Zoning changes will be required. SECTION II LIST THE TYPE, NUMBER AND LOCATION OF ALL PROPOSED PUBLIC WORKS AND IMPROVEMENTS IN THE DISTRICT AND OUTSIDE THE DISTRICT Tax Incremental District No. 11 in the City of Muskego is being created to promote commercial growth within the City. The following Projects are the required improvements to accommodate the development within the District (Further illustrated in plans in Section III). Any costs directly, or indirectly, related to the public works are considered “Project Costs” and are eligible to be paid with tax increment revenues of the District. The projects and Project Costs include: A. Grading, Stormwater Management, and Roads Grading: Mass grading of the entire 10+ acre site is required to bring the grades at levels ready for pad-ready development. Further, over excavation costs are extreme for this project due to old material left in the soils from the previous building demolition that existed on the site over the past thirty years. Over excavation costs are high due to high water table in the general area as well. Stormwater Management: Removal of old stormwater pipes from previous development is required. Installation of new stormwater pipes and construction of one regional pond to occur in the northeast portion of the site. Pond to manage stormwater onsite at a higher rate than previous development. Roads: Various internal access roads for the entire mixed use site including main internal access road traversing from Janesville Road to Lannon Drive. Internal updates to adjoining properties that will have cross access easements to the east. Major improvements to the public roads accessing the site in Lannon Road to the west and Janesville Road to the south (turning lanes, lighting, brick pavers). B. Sewer/Water City Connection Sanitary Sewer: New main extensions are required with one extending from the west off of Lannon Drive along main internal access road to feed main commercial structures. Laterals required for commercial grocer structure. Sanitary main extending west from Lannon Drive to support north development. Water: Main loop connections to occur throughout site for proper water and fire support for all structures in project. Loops required to adequately support surrounding neighborhoods as well. Water main extensions to occur along western border of project along Lannon Drive. Water main connection from east existing water main to Lannon Drive west water main via the north half of the development. C. Landscaping, Lighting, and Signage Various internal landscaping across 10+ acre site for beautification purposes. Mainly along main access drive and along the frontage of Lannon Drive and Janesville Roads. Various internal signage needs for directional and main business signage needs. Internal site lighting related costs. D. Predevelopment, Inspection, Survey Miscellaneous soft costs and inspection costs during the course of the project relating to plan approvals for zoning and civil plans, construction inspections, and various survey documentation needs. E. Contingency & Construction Management Various construction related contingencies are expected in excess of 10% of project costs as well as unknowns due to the poor soil conditions on the project site. F. One-half Mile Radius The Project and Project Costs will include public infrastructure work and associated costs within a one-half mile radius of the District boundaries. SECTION III PROPOSED IMPROVEMENTS AND USE IDENTIFICATION AND LOCATION The project plans (preliminary set of civil plans) denoting the improvements discussed in Section II are found in Appendix B. SECTION IV DETAILED LIST OF ESTIMATED PROJECT COSTS A. Grading, Utilities and Roads $1,522,400 B. Sewer/Water City Connection Costs $570,000 C. Landscaping and Signage $75,000 D. Street Lighting $70,000 E. Predevelopment, Survey, Inspection $395,000 F. Contingency & Construction Management $233,800 G. City Administration $375,000 H. Developer Incentive (pay as you go Municipal Revenue Obligation) $4,000,000 Total $7,241,200 These project costs are preliminary estimates only. The City reserves the right to increase these costs related to changes in circumstances or market conditions subsequent to the date of this project plan. The City also reserves the right to change the allocation of project costs among the various line items. These changes may be made without amending the project plan. The estimated project costs have been based upon currently available information and are not intended to be limitations on the amount of project costs which may be incurred in the course of the implementation of this project plan. The City retains the right to delete projects and project costs without amending the project plan. The project costs will be incurred as construction and development proceeds within the District. It is anticipated that the project costs will be incurred within three years of the date of this project plan. The City may provide incentives and cash grants to the developer to reimburse the developer for costs incurred by developer related to the construction of improvements with in the District. SECTION V ECONOMIC FEASIBILITY STUDY The project costs listed in Section IV will be paid for through a combination of City contributions and developer incurred costs. The City will contribute a total of $2,866,000 to the project costs. This will require a borrowing of $3,075,000. The remaining costs will be paid by the developer and will be recovered from future tax increments through a Municipal Revenue Obligation (MRO) up to a max imum of $4,000,000. It is anticipated that the City’s borrowing will be paid first (final maturity estimated to be 2026) followed by the MRO payments to the developer. As a mixed use District, the District has a maximum term of 20 years. Assuming the development occurs in accordance with the projections and financial analysis set forth in this Project Plan and the project costs are reasonably consistent with the current projections set forth in Section IV, it is currently estimated that all costs would be paid within approximately 15 years and the District would be terminated in 2032. CITY OF MUSKEGO TtD NO.11 ESTI MATED TAX INCREMENTS YEAR INCREMENTAL VALU 5t3,292,832 23,t78,L65 31,940,000 F TAX INCREMENT 20!7 2018 20L9 2020 202L 2022 2023 2024 2025 2026 2027 2028 2029 2030 203L 2032 2033 2034 2035 2036 S219,450 382,439 527,OLO 537,550 548,301 559,267 570,452 581,861 593,498 605,368 6t7,476 629,825 642,422 655,270 668,376 68L,743 695,378 709,286 723,47L 5!l,]"4B,M3 s8.338.s6s Constant tax rate of 516.50 Annualinciease in incrementof 2Yo Developer values daled 3/ 4l L6 CITY OF MUSKEGO Debt Service Schedule T.I.D. NO. 11 $3,075,000 BANS Date Princloal Couoon lnterest Total P+l Fiscal Total 06/01/2016 t2t0u20t6 0610U20t7 t2l0ll20r7 06/0u20t8 49,968.75 49,968.75 49,968.75 49.968.75 49,968.75 49,968.75 49,968.75 3,124,968.75 49,968.7s 99,93'1.50 3.07s.000.00 3.250% r2t0t/2018 3,r24,968.75 Total $3,075,000.00 $r99,E75.00 Yield Statistics Bond YearDollars $6. l 50.00 Averase Life 2.000 Years Average Couoon 3.2s00000% Net Interest Cost (NIC)3.2500000% True Interest Cost (TIC)3.2500000% Bond Yield for Arbitrase Purposes 1.4007523% All Inclusive Cost (AIC)3.2500000% IRS Form 8038 Net Interest Cost 2.2930374% Weiehted Averase MaturiF 2.000 Years TID 11 BANSTAX I SINGLEPURPOSE | 3t7t2016 | 10:194M Hutchinson.Shockey. Erley & Co Paqe 1Putrlrr: Fur¡¡nr;e CITY OF MUSKEGO Debt Service Schedule REFINANCING OF THE TID NO. 11 BANS Date Princi nal Couoon lnterest Total P+l Fiscal Total 04/0U2018 0410t/20t9 t0/0U2019 04t0r/2020 r0t0t/2020 325,000.00 4.000;, 4.000% 123,000.00 s5,000.00 5s,000.00 47.000.00 448,000.00 55,000.00 455,000.00 47.000.00 400,000.00 503,000.00 502.000.00 04t01/2021 t0/01/2021 04/01/2022 t0t0t/2022 04101/2023 400,000.00 425,000.00 425,000.00 4.000% 4.000o/o 4.000"/" 47,000.00 39,000.00 39,000.00 30,500.00 30.500.00 447,000.00 39,000.00 464,000.00 30,500.00 455,500.00 486,000.00 494,500.00 r0l0t/2023 04/01/2024 t0/0t/2024 04/01/2025 ro/ov202s 450,000.00 4.000o/o 4.000% 22,000.00 22,000.00 13,000.00 13,000.00 3 500 00 22,000.00 472,000.00 13,000.00 488,000.00 3-500.00 477,500.00 48s,000.00 475,000.00 491-s00,00 04101/2026 t0t0t/2026 17s,000.00 4.0000/"3,500.00 178,500.00 178,s00.00 Total $3,o75,ooo.oo $543poo.oo $3,618,000.00 Yield Statistics Bond Year Dollars $1 3-s75.00 Aver¿ge Life 4.415 Years Averaqe CouDon 4.0000000% Net Interest Cost (NIC)4.0000000% True Interest Cost (TIC)3.9902594% Bond Yield for Arbitrage Purposes 3.9902594% All Inclusive Cost (AIC)3.9902594% IRS Form 8038 Net Interest Cost 4.0000000% Weighted Aver¿ge Maturity 4.415 Years TID 11 BONDS I SINGLEPURPoSE | 31712016 I 10:184M Hutchinson.Shockey. Erley & Co Page 1Puirlrc Frnance SECTION VI DESCRIPTION OF FINANCING METHODS Under Wisconsin Law there are several methods of borrowing, some of which apply the debt against the City’s statutory debt limit. The feasibility of financing any project at any given time by any particular method will be determined in the future, based on the City’s fiscal situation, anticipated non -capital needs, interest rates and the amount borrowed. Possible funding sources include: A. General Obligation Debt B. Water and Sewer Revenue Bonds C. Lease Revenue Bonds issued by the CDA D. State Grants E. Municipal Revenue Obligation It is anticipated that developer agreements between the City and property owners, lessees or developers will be in place prior to major public expenditures and for any cash grants/developer incentives. These agreements may also provide for developer guarantees or payment in lieu of development. SECTION VII PROPOSED CHANGES IN ZONING ORDINANCES AND MASTER PLAN The City’s adopted 2020 Land Use Plan shows the parcel as commercial uses within the downtown confines and no Comprehensive Plan amendment is required. The current zoning is shown as B-4 Highway Business District and a change to the PD Planned Development zoning district will be required to implement the development as proposed. The PD zoning will allow the mix of residential and commercial uses as well as various setback and height modifications. SECTION IX RELOCATION At the present time, there are no relocation costs to be incurred by the City. SECTION X HOW THE CREATION OF TAX INCREMENTAL DISTRICT NO. 11 WILL PROMOTE THE ORDERLY DEVELOPMENT OF THE CITY OF MUSKEGO Muskego Tax Incremental District No. 11 will promote orderly development of the City of Muskego by providing the opportunity for continued growth in the tax base, job opportunities, and cost effective means to encourage business related development, thereby furthering the goals and policies of the City’s adopted 2020 Comprehensive Plan, Redevelopment District #2 Plan, Marketing Plan, and Economic Development Strategic Plan. A. City of Muskego Adopted Plans The City of Muskego has been building a downtown identity and brand for the past decade while anticipating a development for this project in the heart of the downtown to pull everything together. Here is a sample of the many adopted plans in Muskego that incorporate the need for the project discussed as part of this TID #11 Project Plan. 2020 Comprehensive Plan: The Comprehensive Plan was adopted under the Wisconsin Statute Smart Growth regulations back in 2008. The city looked to the downtown Janesville Road area as being a focal point during the planning years for this plan. In particular, the property discussed for TID #11 is specifically discussed as a “desired development area” in the plan. The following is written in the Comp Plan in relation to downtown development: Downtown Note (Shown as Note #4 on 2020 Future Land Use Map) Much discussion in this document relates to the future development of the City’s downtown. The intent of the Downtown note is to promote development and redevelopment in what is known as Muskego’s downtown. The general area for the downtown is those properties found along Janesville Road from Pioneer Drive to Bay Lane Drive. The downtown DDA was created to allow the revival and redevelopment of these properties in order to create new opportunities for the parcel owners. This area is intended to encourage mixed-use, compact development that is sensitive to the environmental characteristics of the land and facilitates the efficient use of services. The category diversifies and integrates land uses within close proximity to each other, and it provides for the daily retail and customer service needs of the residents. Land uses and development in the downtown area should closely follow the land uses noted on the Land Use Map, although an endless amount of other opportunities exist for properties in this area. The City should utilize the Community Development Authority and Mayor’s Task Force on Economic Development in implementing the redevelopment of the via the concepts noted in the Redevelopment District #2 Plan and the various Mayor’s Task Force Downtown Committee Reports. Lastly, as part of the 2020 Comprehensive Plan development a variety of surveys and public hearings took place in which the overwhelming response was to work on ways to develop this site as part of the proposed TIF #11 parcel. Redevelopment District # Plan - Downtown: The Redevelopment District #2 Plan is an extension of the City’s Comprehensive Plan that digs deeper in the desired development pattern of the city’s downtown area. The redevelopment plan has been adopted since 2002 and has direct recommendations on the orderly development of the proposed parcel development for TIF #11. The following is found in that plan (key areas underlined with special note on the financing recommendations at the end): ACDO #3 “DOWNTOWN REVIVAL” ACDO #3 is considered the central downtown of the City of Muskego. The area with the most redevelopment potential is found along the north side of Janesville Road between Lannon Drive and Parkland Drive and includes the 10-acre former Parkland Mall site. The area is currently comprised of single-family residential uses along the west side of Lannon Drive. Commercial zoning and land uses are found in place for the parcels abutting Janesville Road, which includes the former Parkland Mall site. Redevelopment in this area should seek to enhance the image, profile, and use of Downtown Muskego. Given its central location, the site plays a crucial role in the future viability of the Janesville Road commercial district. Equally important, the site provides an opportunity to begin to reshape Downtown Muskego from a disparate collection of aging commercial structures to a functional and symbolic city center befitting a community of over 20,000. New development at the former Parkland Mall site can help set higher standards of design with a renewed emphasis on community image and the cost effective provision of public services. Moreover, a quality project at this location will provide the downtown area, and indeed the entire community, with an identity reflecting the local quality of life and the affluence of city households – in short, a visual and economic anchor for the currently attenuated and uncentered Janesville Road corridor. Widely accepted development and planning principles suggest that new development should help the downtown and City compete in an increasingly competitive and quality-conscious real estate environment, while providing alternative housing and shopping opportunities in close proximity. The vision for the Parkland Mall site should encompass a mixed-use development utilizing traditional neighborhood development standards. Area residents should feel a new sense of place, as a development must provide a downtown identity. Commercial and residential uses are envisioned providing a one-stop convenience of institutional and public services. Overall, this project should demonstrate market driven principles that work within the Muskego’s economic landscape. The following key planning elements are to be used as a guide for the development/redevelopment of the portion of this area that abuts Janesville Road (Note: A development may include other elements not listed OR may exclude some of the elements below as any new development should be market driven): Design Character  Traditional town center/modern ‘main-street’  Buildings squarely facing the street  Buildings closer to street, parking behind  Pedestrian scale – walkable, accented storefronts  Taller building profiles – downtown centerpoint and landmark  Variable roof-lines.  Transitional massing blending with surrounding architecture  Sense of place/downtown identity Use Mix  Possible upper end condos (professionals & ‘empty nesters’)  Destination and convenience retail  Smaller floorplate retail  Shared parking  Multiple purpose trips  Convenience Density  Possible Mid-Rise heights: Somewhat higher than City norm  Built in consumer market for downtown businesses  Greater TIF revenues  More efficient public services/utilities  Activity center  Downtown anchor and landmark As part of ACDO #3 “Downtown Revival”, these measures may take place: 1. Deriving an overall concept plan for the City to promote may be key to seeing the redevelopment potential of this area through. Formulizing an overall concept plan along with ways to finance the plan is critical. Financing may include the use of a TIF District. 2. Future decision-making bodies should be sensitive to how future lake access here is developed in order to assure that the access points work well with surrounding land uses. 3. Parcels may have the potential to be purchased by the community as funds become available, development takes place, and/or properties go up for sale. Community participation should only be used in acquisitions associated with a larger adopted development plan for the area. 1. Redevelopment potential of this area both in general, and parcel specific, should be continually promoted with the property owners. 2. Various financing methods should be used to spur redevelopment with the individual owners including property specific development based incentives and loan/grant programs. 3. Various financing methods should be investigated to make a redevelopment with lake access/views a reality, including the use of TID financing. Marketing Plan/Economic Development Strategic Plan: It is important to note that the city has an adopted Marketing Plan and Economic Development Strategic Plan that promote the orderly development of the parcel proposed for development in this TIF #11 Plan. The desired development requirements are similar to the items discussed above in the Comp Plan and Redevelopment Plan. B. Cost Effective To attract private development and investment, a City often needs to make certain public improvements such as sanitary sewers, storm sewers, water mains, and street improvements. If the City were to buy land for this mixed use development and make these improvements, the anticipated tax benefits might not be great enough to justify the public expenditures. Because the land in the Tax Incremental District is privately owned, the City will continue to collect taxes based on the valuation of that land. By creating a Tax Incremental District, the City will be able to pay debt service on bonds issued for the pub lic improvements from taxes collected on the increased value within the District caused by development that occurs after the District is created. This provides the City with a means to repay its debt and finance these public improvements, while providing the private sector with the ability to sell land at a more attractive price to prospective businesses, which encourages more rapid development in the area. Further, all the developer costs, agreed to be paid by the TIF from the City, are guaranteed in one form or the other by the developer. C. Promotes Increased Business Development Tax Incremental District No. 11 will be in the heart of Muskego’s downtown. As noted above the city has worked in promoting the development of the downtown in a way to incorporate a new sense of place while desiring to redevelop the supporting business properties as well. Janesville Road was fully reconstructed with this sense of place in mind during 2012 and the city spent over $5 mil for beautification and branding efforts as part of that reconstruction. Grant and loan programs have been formed since 2009 to aid new commercial developments and redevelopments in the downtown as a partner to the beautification efforts that have been completed. Grants have amounted to $300,000+ compared to over $3.5 mil in private investment and loans have amounted to $333,000 compared to $1.3 mil in private investments. Financing as part of the TIF #11 will continue these financing aid initiatives that will support both new businesses in the TIF #11 as well as supporting the expansion and redevelopment of businesses in the surrounding downtown area. D. Job Creation It is anticipated that the construction of the 53,000+ square feet of commercial in the proposed project has the potential to create over 150 jobs. The effect of this project for jobs in the neighboring downtown Muskego properties is unmeasurable. The jobs will range from hourly retail/restaurant positions to managerial positions. SECTION XI LEGAL OPINION TAGLaw International Lawyers William E. Taibl Direct Telephone 414-287-1213 wtaibl@vonbriesen.com March 22, 2016 Mr. Jeff Muenkel City of Muskego W182 S8200 Racine Avenue Muskego, WI 53150-0749 Re: Project Plan for Tax Incremental District No. 11 for the City of Muskego, Wisconsin Dear Mr. Muenkel: We have acted as attorneys for the City of Muskego in connection with the proposed creation of Tax Incremental District No. 11 of the City of Muskego (“District”) and the review of the Project Plan for the District dated April ___, 2016 (“Project Plan”). In connection with the creation of this District, we have reviewed the Project Plan, and such other documents as we deem necessary to enable us to give this opinion. Based upon our review, and reliance on the accuracy of the statements set forth in the Project Plan, it is our opinion that the Project Plan is complete and complies with Section 66.1105 of the Wisconsin Statutes. Very truly yours, von BRIESEN & ROPER, s.c. William E. Taibl WET:jrp 26328303_1.DOC SECTION VIII NON-PROJECT COSTS There are no non-project costs. APPENDIX A LEGAL DESCRIPTION AND PARCEL NUMBERS All that part of the Northwest ¼ and the Southwest ¼ of Section 10, Town 5 North, Range 20 East, City of Muskego, Waukesha County, Wisconsin, bounded and described as follows: Commencing at the Northwest corner of a property identified by Tax-key no. 2198-990-003 said point also being the point of beginning; thence Easterly along the North line of said property 106.00 feet, to the Easterly line of said property; thence Southerly along said East line extended 295 feet more or less, to the South right of way line of Janesville Road (C.T.H. “L”); thence Northeasterly along said South line 710 feet more or less to the Northeast corner of Lot 4, Certified Survey Map No. 10029; thence Northerly 120 feet more or less to the Southwest corner of a property identified by Tax-key no. 2198-984-001; thence Northerly along the West line of said property 417.31 feet to the North line of said property, said point also being the corner of a property identified by Tax-key no. 2198-984; thence Southwesterly along a North line of said property 16.09 feet to an Easterly line of said property; thence Northwesterly along said Easterly line of 28.22 feet to a North line of said property; thence Southwesterly along said North line 160.00 feet, to an East line of said property; thence Northwesterly along said East line 210.00 feet, to a North line of said property; thence Northwesterly along said North line 293.37 feet, to a West line of said property; thence Southerly along said West line 200.00 feet to a North line of said property; thence Westerly along said North line 100.00 feet to the Easterly Lannon Drive right of way line; thence Southerly along said right of way line 541.84 feet, to the point of beginning. Parcel known as Tax Key Number MSKC2198984 APPENDIX B TAX INCREMENT FINANCE DISTRICT (TID) GUIDELINES CITY OF MUSKEGO WAUKESHA COUNTY, WI Facilitated by the Community Development Authority on October 17, 2006 Recommended by the Planning Commission on December 5, 2006 Approved by the Common Council on January 23, 2007 Tax Increment Financing Guidelines City of Muskego I. GENERAL GUIDELINES The purpose of these guidelines is to establish the City's position relating to the use of Tax Increment Financing for private development. These guidelines shall be used as a guide in processing and reviewing applications requesting Tax Increment assistance. The fundamental purpose of tax increment financing in Muskego is to encourage desirable development and/or redevelopment that would not otherwise occur “but for” the assistance provided through TID. The City of Muskego shall consider Tax Increment Financing for projects that serve to accomplish the City’s goals for economic development as they may change over time. The goals include facilitating projects that would result in the creation of quality jobs (e.g. stable employment and/or attractive wages and benefits), quality structures, and the attraction, retention, and expansion of business in the City. In accordance with the TID guidelines, TID requests must comply with applicable state statutes. The City of Muskego is governed by the limitations established in Wisconsin Statutes Section 66.1105, the Wisconsin Tax Increment Financing Act. II. CITY'S OBJECTIVE FOR THE USE OF TID: Using this document and the statute as guides, the City of Muskego will consider using Tax Increment Financing (TID) to assist private development projects to achieve one or more of the following purposes (Not listed in any priority): • Remove blight and/or encourage redevelopment in the commercial and industrial areas of the City in order to encourage high quality development or redevelopment and private reinvestment in those areas consistent with the stated guidelines already adopted by the community. • To retain local jobs and/or increase the number and diversity of quality jobs (e.g. stable employment and/or attractive wages and benefits). • To encourage additional unsubsidized private development in the area, either directly, or through secondary "spin-off" development. • To offset increased costs of redevelopment (e.g. contaminated site clean-up), over and above those costs that a developer would incur in normal urban and suburban development. • To facilitate the development process and to achieve development on sites which would not be developed to the full potential of the community vision without this assistance. • To meet other uses of public policy, as adopted by the Council from time to time, including promotion of quality urban design, quality architectural design, energy conservation, decreasing the capital and operating costs of local government, etc. • To encourage the application of Livable Communities Principles to a development project so as to create compact, efficient mixed-use development, quality amenities, and attractive, pedestrian and transit friendly development while preserving desirable environmental features. III. COSTS WHICH MAY QUALIFY FOR TAX INCREMENT FINANCING ASSISTANCE Any costs allowable by WI Statute Section 66.1105(2)(f) may qualify for Tax Incremental Financing in the City of Muskego. Actual allowed costs are under the strict evaluation of the Common Council. IV. PROJECTS WHICH MAY QUALIFY FOR TAX INCREMENT FINANCING ASSISTANCE Qualified projects should meet or exceed the following basic and desired qualifications to be eligible for TID assistance. Meeting the threshold of eligibility does not guarantee approval of the project by the City. Conversely, failure to meet the criteria will not automatically exclude a proposal from further consideration. Each proposal will be looked at on its own merit and how it meets the following basic and desired qualifications. Meeting the qualifications creates no contractual rights on the part of any potential developer to have its project approved. Final approval of any project will be made by the City Council at its discretion. BASIC QUALIFICATIONS A. The project should meet one or more of the Tax Increment Financing Objectives outlined in Section 2, but at a minimum shall: • Remove blight and/or encourage development and redevelopment in the commercial and industrial areas of the City in order to encourage high quality development or redevelopment and private reinvestment in those areas. • Demonstrate that the project is not financially feasible "but-for" the use of tax increment financing. B. The project must be consistent with the City's Comprehensive Plan and Zoning Ordinances, or required changes to the plan and ordinances must be under active consideration by the City at the time of final TID application submittal. C. Prior to approval of a TID financing plan, the developer shall provide any requested market and financial feasibility studies, appraisals, soil boring, private lender commitment, and/or other information the City or its financial consultants may require in order to proceed with an independent review of the proposal. D. The developer must provide adequate financial guarantees to ensure the repayment of the TID loan and completion of the project. These may include, but are not limited to: letters of credit, bonds, willingness to sign Developer’s Agreement that authorizes payback of TID funds only when an agreed upon amount of increment is generated by the development, etc. E. Any developer requesting TID assistance should be able to demonstrate past successful general development capability as well as specific capability in the type and size of development proposed. TID will not be used when the developer's credentials, in the sole judgment of the City, are inadequate due to past track record relating to: completion of projects, general reputation and/or bankruptcy, or other problems or issues considered relevant by the City. DESIRED QUALIFICATIONS A. Preference will be given to projects that meet good public policy criteria as determined by the City Council, including: • High project quality (e.g. sound architectural design, quality construction and materials) • Projects that are in compliance with the Comprehensive Plan, Zoning Ordinance, Economic Development Strategic Plan, Design Guides, and other redevelopment plans of the City • Projects that provide significant improvement to surrounding land uses, the neighborhood, and/or the City • Projects that provide a significant increase in tax base • Projects that provide significant new, or retained, employment • Projects that meet financial feasibility criteria established by the City including but not limited to: 1. Keeping a proposed TID District to 15 years or less and, 2. Keeping the ratio of Developer dollars to TID dollars to around a 8:1 ratio (Ratio may be allowed to be lower and years may be more if proposed TID meets other requirements and fills an important need in the community); and • Projects that provide the highest and best desired use of the property B. TID proposals creating a higher ratio of property taxes paid before and after redevelopment will receive priority consideration. Given the different assessment circumstances in the City, this ratio will vary widely. A 1:2 ratio or higher of taxes paid before and after redevelopment is desired. C. TID proposals should not be used to support speculative industrial, commercial or office projects. The developer must be able to provide market data, tenant letters of commitment and/or finance statements, which support the market potential/demand for the proposed project. D. TID will normally not be used in a project that involves an excessive land and/or property price. This will normally be where the acquisition price is more than 15% in excess of market value as determined by an independent appraisal of the property. E. TID will not be used in projects that would give a significant competitive financial advantage over similar projects in the area due to the use of tax increment subsidies. Developers should provide information to support that TID assistance will not create such a competitive advantage. Priority consideration will be given to projects that fill an unmet market need. F. TID will be provided on a pay-as-you-go-basis with TID funds normally only be paid to the developer by the City once an agreed upon amount of tax increment resulting from the proposed project is generated and paid. Any request for upfront assistance will be evaluated on its own merit in accordance with the City's general financing policies. Projects requesting pay-as-you-go financing will receive priority consideration. G. TID will not be used to support projects that place extraordinary demands on City services. Preference will be given to projects that do not place extraordinary demands on City services. H. TID will not normally be used for projects that would generate significant environmental problems in the opinion of the local, state, or federal governments. Priority will be given to projects that aim to clean-up existing contaminated sites and would facilitate the location of an industry or business, which has an environmentally sound track record. V. TAX INCREMENT PROJECT EVALUATION PROCESS The following four methods of analysis for all TID proposals will be used: 1. Consideration of project meeting basic qualifications. 2. Consideration of project meeting desired qualifications. 3. Project meets "but-for" analysis and statutory qualifications. 4. Project is deemed consistent with City Adopted Plans Please note evaluation methodology is intended to provide a balanced review. Each area will be evaluated individually and collectively and in no case shall one area outweigh another in terms of importance to determining the level of TID assistance. VI. OTHER GUIDELINE ISSUES Loss of Government Aid At any time, if the formation of a new TID district or the use of an existing district to finance a project will subject the City to an Local Government Aid (LGA) / Certified Homestead Agricultural Credit Aid (HACA) penalty or local contribution to a project, the transaction shall be structured so as to have the ultimate cost to the City minimized to the greatest extent permitted by law, so as to have the project bear the cost of the penalty or contribution. Public Use of Tax Increment The City shall follow applicable state laws in terms of potential public improvement financing with TID. It shall be the general guideline of the City to identify public improvements at the time of adoption or amendment of the TID Plan. VI. APPLICATION PROCESS The application process is a two-step process and must be completed in accordance with the TID application procedures (Separate procedure adopted by the Common Council with fees that may change from time to time by the discretion of the Common Council is found in Appendix A of these guidelines). The purpose of this approach is to give an applicant the opportunity to present a development proposal without expending a great deal of money and time in pursuing a development that may conflict with the City's goals and objectives. Appendix A TAX INCREMENTAL FINANCING DISTRICT REQUEST PROCESS AND APPLICATION REQUIREMENTS City of Muskego INTRODUCTION The City's tax increment financing program will be administered by the Muskego Common Council with assistance from the City Planning Commission and Community Development Authority as directed. The Muskego Common Council will require a non-refundable application fee in the amount of $200 for its processing of the initial application. Upon Council conceptual approval, a non-refundable application fee in the amount of $2,000 is required for processing of the final application. The application fee shall be paid to the Common Council at the time a final TID application is submitted. Fees and applications are accepted in the Muskego Planning Department and are subject to change without notice. At the time a final TID application is submitted, the applicant shall also submit a $10,000 developer’s deposit to cover its attorney’s and consultant’s costs incurred as part of amending or establishing a TID district, drafting and negotiating a development agreement, and conducting any fiscal analysis that may be required to meet the requirements of utilizing TID. If additional expenses are incurred beyond the $10,000, the applicant shall be notified in writing and the applicant will be required to deposit additional funds upon notice. If the project is approved and the applicant proceeds with the project, the applicant shall be reimbursed any unused portion of the deposit as of the date of execution of the development agreement. Further, if the TID District is fully approved, the applicant may receive further reimbursements for any costs that are TID eligible. If the applicant does not proceed with the project, the applicant shall be reimbursed for the unused portion of the deposit as of the date the Common Council is notified in writing that the applicant desires to withdraw its application (Note: All incurred fees to that date will still be applied). Further, if the project is denied for any reason, the applicant shall be reimbursed for the unused portion of the deposit as of the date of the denial (Note: All incurred fees to that date will still be applied). STEPS IN PROCESS Step 1 ¾ Complete and submit a TID Application (Application requirements found below) with supporting documents (Initial submittal may be in rough form for preliminary discussion purposes). ¾ Schedule a meeting with staff for initial review of the application. Staff will work with applicant to develop the most appropriate TID application according to City adopted policies. Once developer and/or staff believes the initial application is ready, the request is sent to the Common Council for their review and comments. A non-refundable submittal fee of $200 is required to put the TID proposal on the Common Council agenda. A resolution from the Council will approve, deny, or approve with stipulations the conceptual TID proposal. This first step will aid the developer in keeping down initial costs in exploring TID availability. Stipulations commonly found as part of conceptual approvals usually relate to the adopted TID policies and may or may not consist of the following: Further solidification of numbers (Appraisals, Letters of Intent, Developer Agreements, etc); Making the TID proposal payoff in lower amount of years; and/or a higher ratio of Developer dollars to TID dollars, etc. NOTE: The Common Council will determine what body (Planning Commission or Community Development Authority) will be the future recommending authority for the proposed TID at the time of conceptual approval. Step 2 ¾ Complete and submit a final TID Application with supporting documents along with appropriate submission ($2000 non-refundable) and developer’s deposit fees ($10,000). ¾ Schedule a meeting with staff for initial review of the application. ¾ Staff then begins the TID approval process by taking it to the recommending body and beginning the Statutory TID process. ¾ Developer must comply with requirements of all approving bodies (Planning Commission, Community Development Authority, Common Council, Joint Review Board) throughout the process facilitating further info when needed (Further info may or may not include appraisals, Developer’s Agreements, Letters of Intent, and other various number backing). APPLICATION REQUIREMENTS General Info List the Date, Project Name, Tax Key Numbers involved, and the TID District Number the project is affiliated with (If within an existing TID). Applicant Info “Applicant” refers to the proprietor, general partner, authorized member, or manager of an LLC, or corporate officer signing this application. List the Name, Title, Company, Address, City, State, Zip, Email Address, Phone, and Fax for this individual. Also, list pertinent experience information. Info about Management List all owners, officers, directors, investors, members and/or partners. List the Name, % of Ownership, Title, Company, Address, City, State, Zip, Email Address, Phone, and Fax for these individuals. Also, list pertinent experience information. Info about Support Firms List all attorneys, accountants, contractors, engineers, architects, or other consultants supporting the venture. List the Name, % of Ownership, Title, Company, Address, City, State, Zip, Email Address, Phone, and Fax for these individuals. Info about the Project Plan A Project Plan must be created when a Tax Incremental District or amendment to a district is formed. The project plan must outline the incentives that are to result from the TID. These incentives must in turn demonstrate that they will be paid back once completed by an increase in tax increment within the district itself. A developer wishing to create a new TID District, or amend an existing one, must show the following (Further information may be required): ¾ Development Vision. ¾ How the project relates to the variables found in the City’s adopted TID Guidelines ¾ Detailed outline of the TID incentive requests. o Incentive requests/costs o Reasons why the incentives pass a “but for” test o Project Proforma o Anticipated project costs o Base Values (Appraisals will be required to support base values) o Anticipated Value Added to TID as a result of the project (Resulting fair market values, possible future assessments, increment generations, etc.) o Timeline for intended development (Letters of intent and/or Developer’s Agreements may be required to support timeline) ¾ Specific details on development proposal (Project Narrative, Site Plans, Four-Sided Building Elevations, Landscaping Plans, Grading Plans, Infrastructure Plans, etc.). ¾ Job creation information Main Contact Info Jeff Muenkel AICP Planning Director City of Muskego (262) 679-4136 W182 S8200 Racine Avenue PO Box 749 Muskego, WI 53150-0749 RREEAALL EESSTTAATTEE:: DDEEVVEELLOOPPEERRSS BBUUIILLDDEERRSS PPRROOPPEERRTTYY MMAANNAAGGEEMMEENNTT SSAALLEESS 8575 W. Forest Home Ave., Suite 160 Greenfield, WI 53228 Office (414) 425-4939 Fax: (414) 425-4946 RezoningApplication ProjectNarrative ParklandTowneCenter,LLC C/OEnerConCompaniesInc. 8575WForestHomeAve.#160 Greenfield,WI53228 (Applicant) ParklandTowneCenter S74W17000JanesvilleRd. Muskego,WI53150 (Project) TheCityofMuskego 2292016 Project/Siteinformation: Location:S74W17000JanesvilleRd.Muskego,WI53150 Applicant:EnerConCompaniesInc. LandUse:Currentlyvacant Zoning:CurrentlyzonedB4,HighwayBusinessDistrict. ProposaltorezonePD,PlannedDevelopment. ParcelArea: Lot1–5.198Acres(or226,432squareft.) Lot2–2.943Acres(or128,212squareft.) Lot3–.679Acres(or29,585squareft.) Lot4–1.260Acres(or54,873squareft.) Lot5–.679Acres(or29,559squareft.) BuildingHeight:The30unitresidentialbuildings willhaveflatroofswithacopingheight ofapproximately43’9”.Thehighestpointofthebuildingwillbetheelevatorshaftlocatednear themiddleoftheflatroofataheightofapproximately47’8”. PropertyDescription: ThatpartoftheNorthwest1/4ofSection10,inTown5North,Range20East,bounded anddescribedasfollows: CommencingattheSouthwestcornerofsaid1/4Section;thenceNorth1°09'27"Westalong theWestlineofsaid1/4Section,774.00feettoa point;thenceNorth88°50'33"Eastonaline atrightanglestotheWestlineofsaid1/4 Section,50.00feettoapointintheEastlineof LannonRoad,saidpointbeingthepointofbeginningofthelandtobedescribed;thence continuingNorth88°50'33"Eastonalineat rightanglestotheWestlineofsaid1/4Section, 100.00feettoapoint;thenceNorth1°09'27"Westo nalineparalleltotheWestlineofsaid1/4 Section,200.00feettoapoint;thenceSouth77°35'Eastonaline293.37feettoapoint;thence South27°33'Eastonaline210.00feettoa point;thenceNorth62°27'Eastonaline160.00 feettoapoint;thenceSouth27°33'Eastonalin e28.22feettoapoint;thenceNorth62°27' Eastonaline16.08feettoapoint;thenceSouth27°33'Eastonalineatrightanglestothe NortherlylineofJanesvilleRoad(S.T.H."24")417.3 1feettoapointintheNortherlylineof JanesvilleRoad;thenceSouth62°27'Westalong theNortherlylineofsaidJanesvilleRoad, 726.81feettoapoint;thenceNorth27°04'Wes tonaline176.80feettoapoint;thenceSouth 88°50'33"Westonalineatrightanglesto theWestlineofsaid1/4Section,106.00feettoa pointintheEastlineofsaidLannonRoad;thence North1°09'27"WestalongtheEastlineof saidLannonRoad,541.84feettothepointofbeginning.SaidlandbeingintheCityofMuskego, CountyofWaukesha,andStateofWisconsin. TaxKeyNo:MSKC2198.984 Address:S74W17000JanesvilleRoad ProjectDescription: This10.76acrepieceoflandisconsideredtobeaprimelocationforredevelopmentin theCityofMuskego.Givenitscentrallocation,this siteplaysacrucialroleinthefutureofthe CityofMuskegoandistheperfectlocationfor aTowneCenter.Thedevelopmentwillconsistof (3)30unithighendapartmentbuildingsalongwith23,500squarefeetofretail/officespaceand a30,000squarefootgrocerastheanchortenant.Thedevelopmentisgoingtogiveanewimage andwalkabilitytotheCityofMuskego.The mixeduseisgoingtobebeneficialtobothcurrent andfutureresidents.Withtheretail/officeandgrocery storethissitehasthepotentialtocreate aonestopconveniencetoallMuskegoResidents.AttachedareCivilengineeringplansprepared bytheSigmaGroupincludingasiteplan,erosion controlplan,roadwayplan,trafficcontrolplan, gradingplan,utilityplan,andwaterandsewerplan.Alsoattachedarethemostuptodate buildingplansalongwithcoloredrenderings oftheproposed30unitbuildings. PlannedDevelopmentRequests: ParklandTowneCenter,LLCwouldliketorequestaheightwaiverasthethreeresidential apartmentbuildingswillexceedthebuildingheight restrictioncurrentlysetbytheCityof Muskego.Duetogroundconditionsnotbeingsuitableforundergroundparking,thebuildings willexceedthebuildingheightlimitation.Theresidentialbuildingshavebeendesigned specificallyforthesoilconditionsatthesite withgradelevelparkingtoppedbythreeresidential floors.Theyhavebeendesignedwithflatroofswithacopingheightofapproximately43’9”.The highestpointofthebuildingwillbetheelevatorshaftlocatednearthemiddleoftheflatroofat aheightofapproximately47’8”.Aheightwaiverallowinganextensionof13’9”isrequested. T T T T T T T T T T T T T T T T T T T T T T T T T W W W W TT E E E E W W W W W SA N SA N SA N SA N SA N SA N SA N SA N SA N SA N SA N SA N W G G W E T T T T T T T T E E E E E E E E E E E E E E E E E E E E E E E E EWWWWWWWWWWWWWWWWWWWWWWWWW SAN SAN SAN SAN SAN SAN SAN SAN SAN SAN SAN SAN SAN SAN SAN G G G G G G G G G G G G G G G G G G G G G G E E E E E E E E E E E E E E E E E E T T T T T T T T G N SA N SA N SA N SA N SA N SA N SA N SA N SA N SA N SA N SA N SA N SA N SA N SA N SA N SA N S A N S A N ST ST W W E G SA N G G G G G G G G G G G G G G G G G G G G G ST ST ST ST ST ST ST S T ST ST ST ST ST ST ST ST ST ST ST ST ST ST STSTSTSTSTSTST ST ST CTV T T T T T T T T T T T T T T T T T GR A V E L GR A V E L GR A V E L GR A V E L GR A V E L GR A V E L GR A S S GR A S S GR A S S GR A S S GR A S S BIT U M I N O U S PA V E M E N T BIT U M I N O U S PA V E M E N T BIT U M I N O U S PA V E M E N T BIT . P A D EXI S T I N G BUI L D I N G DUMPSTER CONTAINMENT W A L K I N G P A T H SIDEWALK PARKING GARAGE EXI S T I N G BU I L D I N G CO N C R E T E CONCRETE GR A S S GR A S S ME T A L F E N C E LTP BA S E LTP BA S E LTP BA S E LTP BA S E LT P BA S E 12" C M P INV : 8 0 5 . 4 5 12" C M P INV : 8 0 4 . 9 0 12" C M P INV : 8 0 4 . 8 8 12" C M P IN V : 8 0 4 . 7 9 CC PINV : 7 9 7 . 2 2 EXI S T I N G P O N D WA T E R S ED G E WA T E R S ED G E CO N C R E T E P A D DU M P S T E R CO N T A I N M E N T FO FO FO FO FO FO FO FO FO FOFOFOFOFOFOFOFOFOFO EXI S T I N G P O S T OF F I C E B U I L D I N G SA N MH 1 SA N MH 3 SA N MH 4 SA N MH 5 SA N MH 6 SA N MH 7 SA N MH 8 SA N MH 9 ST M MH 1 ST M MH 2 ST M MH 3 ST M MH 4 ST M MH 5 ST M MH 6 ST M MH 7 ST M MH 8 ST M MH 9 ST M MH 1 0 18 . 1 2 ' U T I L I T Y E A S E . D O C . # 8 8 5 1 0 5 12. NO ACCESS PER DOC. #84085712. NO ACCESS PER DOC. #840857 SIG N P/ L P/ L P/LP/L P/L P/L 17. A P P X . L O C A T I O N OF U T I L I T Y E A S E . DO C . # 8 5 1 7 9 7 14. APPX. LOCATION OF C/L UTILITY EASE. DOC. #695960 16. APPX. LOCATION OF C/L UTILITY EASE. DOC. #810369 16. APPX. LOCATION OF C/L UTILITY EASE. DOC. #810369 22. TEMPORARY LIMITED EASEMENT (EXPIRED) DOC. #391194922. TEMPORARY LIMITED EASEMENT (EXPIRED) DOC. #3911949 PROPOSED FUTURE GROCERY (30,000 SF) FFE = 809.00 PROPOSED FUTURE COMMERCIAL (12,000 SF) FFE: 811.80 PROPOSED FUTURE COMMERCIAL (4,000 SF) FFE = 811.80 PROPOSED FUTURE COMMERCIAL (7,500 SF) FFE = 808.87 PO O L 9 PROPOSED BUILDING 21,600 SF FFE = 809.00 OV E R A L L P L A N DRAWING NO. DRAWN BY: DATE: PROJECT NO: CHECKED BY: APPROVED BY: NO. REVISION DATE BY SHEET NO.: PA R K L A N D T O W N E C E N T E R D E V E L O P M E N T JA N E S V I L L E R O A D A N D L A N N O N D R I V E I M P R O V E M E N T S MU S K E G O , W I S C O N S I N 15577 - Public Site.dwg www.thesigmagroup.com 1300 West Canal Street Milwaukee, WI 53233 Phone: 414-643-4200 Fax: 414-643-4210 TH E G R O UPSingle Source. Sound Solutions. Fi l e : I : \ E N E R C O N \ 1 5 5 7 7 _ N e w P a r k l a n d M a l l \ 0 6 0 C A D \ C - C i v i l \ 5 0 0 P r o d u c t i o n - P u b l i c \ 5 0 3 - S i t e D i m e n s i o n P l a n \ 1 5 5 7 7 - P u b l i c S i t e . d wg C 002 GRAPHIC SCALE 00 50' 100' THE UNDERGROUND UTILITY INFORMATION SHOWN ON THIS MAP IS BASED ON FIELD MARKINGS AND INFORMATION FURNISHED BY UTILITY COMPANIES AND THE LOCAL MUNICIPALITY. WHILE THIS INFORMATION IS BELIEVED TO BE RELIABLE, ITS ACCURACY AND COMPLETENESS CANNOT BE GUARANTEED. PRELIMINARY PJI 1-25-16 15577 JBL JBL SE E S H E E T C 0 0 3 SEE SHEET C003 LA N N O N D R I V E GENERAL NOTES: 1. CONSTRUCTION OF ROAD IMPROVEMENTS SHALL BE COORDINATED WITH CONSTRUCTION OF MASTER SITE INFRASTRUCTURE IMPROVEMENTS FOR THE PARKLAND TOWNE CENTER DEVELOPMENT. ParklandTowneCenter Brick:Boston 2 ndand3 rdfloorofelevation FiberCementPanel:#713CS(orsimilarcolor) Cornerpillarsofelevation HardiePlankLapSiding:HeatheredMoss(orsimilarcolor) 4 thfloorofelevation DecorativeBlock:Redhueatthelower3 courses,buff/grahamatuppercourses Gradelevelofelevation Note:colorsmayrenderdifferentlyonprintasopposedtophysicalsamples P/L P/L P/L P/L P/L P/ L P/ L P/L P/L P/L P/L P/L P/L P/L P/L P/L P/L P/L P/L P/L P/L P/LP/LP/LP/LP/LP/LP/LP/LP/LP/LP/L P/L P/L P/L P/L P/L P/L P/L P/L P/L P/L P/L P/L PROPOSED FUTURE GROCERY (30,000 SF) FFE = 809.00 PROPOSED FUTURE COMMERCIAL (12,000 SF) FFE: 811.80 PROPOSED FUTURE COMMERCIAL (4,000 SF) FFE = 811.80 PROPOSED FUTURE COMMERCIAL (7,500 SF) FFE = 808.87 22 11 8 17 20 19 9 9 1212 12 10 10 12 20 14 33 11 9 PO O L 14 2 8 3 9 9 PROPOSED BUILDING 21,600 SF FFE = 809.00 P / L P/L P/ L P/LP/L P/L P/L P/L P / L T T T T T T T T T T T T T T T T T T T T T T T W W W W TT E E E E W W W W W SA N SA N SA N SA N SA N SA N SA N SA N SA N SA N SA N SA N W G G W E T T T T T T T T E E E E E E E E E E E E E E E E E E E E E E E E EWWWWWWWWWWWWWWWWWWWWWWWWW SAN SAN SAN SAN SAN SAN SAN SAN SAN SAN SAN SAN SAN SAN SAN G G G G G G G G G G G G G G G G G G G G G G E E E E E E E E E E E E E E E E E E T T T T T T T T G SA N SA N SA N SA N SA N SA N SA N SA N SA N SA N SA N SA N SA N SA N SA N SA N SA N SA N SA N SA S A N S A N W W E G SA N G G G G G G G G G G G G G G G G G G X CTV T T T T T T T T T T T T T T T T T 12" C M P INV : 8 0 5 . 4 5 12" C M P INV : 8 0 4 . 9 0 12" C M P INV : 8 0 4 . 8 8 12" C M P INV : 8 0 4 . 7 9 48" C C P INV : 7 9 7 . 2 2 FO FO FO FO FO FO FO FO FO FOFOFOFOFOFOFOFOFOFO 60" C C P INV : 7 9 6 . 3 7 "V" C H A N N E L : 796 . 5 5 SA N MH 1 SA N MH 3 SA N MH 4 SA N MH 5 SA N MH 6 SA N MH 7 SA N MH 8 SA N MH 9 ST M MH 1 ST M MH 2 ST M MH 3 ST M MH 4 ST M MH 5 ST M MH 6 ST M MH 7 ST M MH 8 ST M MH 9 ST M MH 1 0 P/ L P/ L P/LP/L P/L P/L OV E R A L L G R A D I N G P L A N DRAWING NO. DRAWN BY: DATE: PROJECT NO: CHECKED BY: APPROVED BY: NO. REVISION DATE BY SHEET NO.: PA R K L A N D T O W N E C E N T E R MU S K E G O , W I S C O N S I N 15577 GRADING.dwg www.thesigmagroup.com 1300 West Canal Street Milwaukee, WI 53233 Phone: 414-643-4200 Fax: 414-643-4210 TH E G R O UPSingle Source. Sound Solutions. CJS 11-24-15 15577 JBL JBL Fi l e : I : \ E N E R C O N \ 1 5 5 7 7 _ N e w P a r k l a n d M a l l \ 0 6 0 C A D \ C - C i v i l \ 5 0 0 P r o d u c t i o n - C i v i l P l a n s \ 5 0 5 - G r a d i n g P l a n \ 1 5 5 7 7 G R A D I N G . d w g C 200 GENERAL NOTES: 1. THE UNDERGROUND UTILITY INFORMATION SHOWN ON THIS DRAWING IS BASED ON FIELD LOCATIONS AND/OR RECORDS FURNISHED BY MUNICIPALITIES AND UTILITY COMPANIES. THE LOCATION AND ACCURACY OF WHICH CANNOT BE GUARANTEED. THERE MAY BE ADDITIONAL UNDERGROUND UTILITY INSTALLATIONS WITHIN THE PROJECT AREA THAT ARE NOT SHOWN. 2. VERIFY ACTUAL LOCATIONS AND INVERTS IN THE FIELD. ANY POTENTIAL ERRORS, OMISSIONS, OR DISCREPANCIES SHALL BE BROUGHT TO THE ATTENTION OF THE ENGINEER PRIOR TO PROCEEDING WITH CONSTRUCTION. 3. WORK TO BE COMPLETED IS INDICATED IN BOLD TYPE LINES AND EXISTING CONDITIONS ARE INDICATED BY LIGHT TYPE LINES. 4. ELECTRONIC CIVIL FILES ARE AVAILABLE UPON WRITTEN REQUEST. DO NOT USE ELECTRONIC CIVIL FILES TO LAYOUT FOUNDATIONS, COLUMN LINES, LIGHT POLES, OR OTHER NON CIVIL SITE WORK. REFER TO ARCHITECTURAL DRAWINGS FOR DIMENSIONS OF BUILDING AND ARCHITECTURAL FEATURES. 5. DIMENSIONS ARE FROM FACE OF CURB OR EDGE OF PAVEMENT. 6. WORK WITHIN THE PUBLIC RIGHT OF WAY, INCLUDING BUT NOT LIMITED TO DRIVEWAY OPENINGS, SIDEWALK AND RAMPS, PAVING, AND CURB AND GUTTER SHALL BE COMPLETED PER MUNICIPAL AND/OR COUNTY REQUIREMENTS AND STANDARDS. 7. EARTHWORK SHALL BE IN ACCORDANCE WITH GEOTECHNICAL ENGINEER'S RECOMMENDATIONS. 5 5 EXISTING CONTOUR PROPOSED CONTOUR LEGEND: PROPOSED CURB & GUTTER SPOT GRADE T/C: TOP OF CURB GRADE FL: FLOW LINE CURB GRADE PROPOSED ASPHALT SPOT GRADE100.00 100.50 T/C 100.00 FL GRAPHIC SCALE 00 50' 100' THE UNDERGROUND UTILITY INFORMATION SHOWN ON THIS MAP IS BASED ON FIELD MARKINGS AND INFORMATION FURNISHED BY UTILITY COMPANIES AND THE LOCAL MUNICIPALITY. WHILE THIS INFORMATION IS BELIEVED TO BE RELIABLE, ITS ACCURACY AND COMPLETENESS CANNOT BE GUARANTEED. PRELIMINARY A C401 CURB & GUTTER (ACCEPT) A C401 CURB & GUTTER (REJECT) B C4015" THICK CONCRETE WALK C C401 ASPHALT SURFACE (HEAVY DUTY ) PROPOSED STORM INLET PROPOSED STORM MANHOLE PROPOSED SANITARY MANHOLE C C402 A C402 B C402 JANESVILLE RD LA N N O N D R . STORM WATER BASIN HWL=805.54 NWL=800 STORM WATER BASIN B C403 E C403 REINFORCED TURF MATTING C C403 30' WATER UTILITY EASEMENT 30' WATER UTILITY EASEMENT 30' UTILITY EASEMENT 30' WATER UTILITY EASEMENT 40' UTILITY EASEMENT A C403 REPLACE EXISTING PATH AS NECESSARY OVERLAND FLOW PATH PROPOSED FUTURE PROPERTY LINE PROPOSED FUTURE PROPERTY LINE PROPOSED FUTURE PROPERTY LINE REINFORCED TURF MATTING C C403 REPLACE MANHOLE COVER WITH TEMPORARY GRATE. REFER TO STORM STRUCTURE TABLE ON SHEET C402. REPLACE MANHOLE COVER WITH TEMPORARY GRATE. REFER TO STORM STRUCTURE TABLE ON SHEET C402. P/L P/L P/L P/L P/ L P/ L P/L P/L P/L P/L P/L P/L P/L P/L P/L P/L P/L P/L P/L P/L P/L P/LP/LP/LP/LP/LP/LP/LP/LP/LP/LP/L P/L P/L P/L P/L P/L P/L P/L P/L P/L P/L P/L P/L PROPOSED FUTURE GROCERY (30,000 SF) FFE = 809.00 PROPOSED FUTURE COMMERCIAL (12,000 SF) FFE: 811.80 PROPOSED FUTURE COMMERCIAL (4,000 SF) FFE = 811.80 PROPOSED FUTURE COMMERCIAL (7,500 SF) FFE = 808.87 PO O L 9 PROPOSED BUILDING 21,600 SF FFE = 809.00 P / L P/L P/ L P/LP/L P/L P/L P/L P / L T T T T T T T T T T T T T T T T T T T T T T T W W W W TT E E E E W W W W W SA N SA N SA N SA N SA N SA N SA N SA N SA N SA N SA N SA N W G G W E T T T T T T T T E E E E E E E E E E E E E E E E E E E E E E E E EWWWWWWWWWWWWWWWWWWWWWWWWW SAN SAN SAN SAN SAN SAN SAN SAN SAN SAN SAN SAN SAN SAN SAN G G G G G G G G G G G G G G G G G G G G G G E E E E E E E E E E E E E E E E E E T T T T T T T T G SA N SA N SA N SA N SA N SA N SA N SA N SA N SA N SA N SA N SA N SA N SA N SA N SA N SA N SA N SA S A N S A N ST ST W W E G SA N G G G G G G G G G G G G G G G G G G G G G ST ST ST ST ST ST ST S T ST ST ST ST ST ST ST ST ST ST ST ST ST ST STSTSTSTSTSTST ST ST X CTV T T T T T T T T T T T T T T T T T 12" C M P INV : 8 0 5 . 4 5 12" C M P INV : 8 0 4 . 9 0 12" C M P INV : 8 0 4 . 8 8 12" C M P INV : 8 0 4 . 7 9 48" C C P INV : 7 9 7 . 2 2 FO FO FO FO FO FO FO FO FO FOFOFOFOFOFOFOFOFOFO 60" C C P INV : 7 9 6 . 3 7 "V" C H A N N E L : 796 . 5 5 SA N MH 1 SA N MH 3 SA N MH 4 SA N MH 5 SA N MH 6 SA N MH 7 SA N MH 8 SA N MH 9 ST M MH 1 ST M MH 2 ST M MH 3 ST M MH 4 ST M MH 5 ST M MH 6 ST M MH 7 ST M MH 8 ST M MH 9 ST M MH 1 0 P/ L P/ L P/LP/L P/L P/L >> > > > > > > > > > > > > > > > > > EXISTING STORM TO BE REUSED > > > W W W W W W W W W W W W W W W W W W W W W W W W W W W W W W W W W W W W W SA N SA N SA N SA N SA N SA N SA N SA N SA N SA N SA N SANSANSAN SA N SA N SA N SA N SA N W W SANSANSANSAN > > EXISTING STORM TO BE REUSED 10 . 0 ' > 12 5 ° ' 84° ' UT I L I T Y P L A N DRAWING NO. DRAWN BY: DATE: PROJECT NO: CHECKED BY: APPROVED BY: NO. REVISION DATE BY SHEET NO.: PA R K L A N D T O W N E C E N T E R MU S K E G O , W I S C O N S I N 15577 UTILITY.dwg www.thesigmagroup.com 1300 West Canal Street Milwaukee, WI 53233 Phone: 414-643-4200 Fax: 414-643-4210 TH E G R O UPSingle Source. Sound Solutions. TPM 12-4-15 15577 JBL JBL GENERAL NOTES: 1. THE UNDERGROUND UTILITY INFORMATION SHOWN ON THIS DRAWING IS BASED ON FIELD LOCATIONS AND/OR RECORDS FURNISHED BY MUNICIPALITIES AND UTILITY COMPANIES. THE LOCATION AND ACCURACY OF WHICH CANNOT BE GUARANTEED. THERE MAY BE ADDITIONAL UNDERGROUND UTILITY INSTALLATIONS WITHIN THE PROJECT AREA THAT ARE NOT SHOWN. 2. VERIFY ACTUAL LOCATIONS AND INVERTS IN THE FIELD. ANY POTENTIAL ERRORS, OMISSIONS, OR DISCREPANCIES SHALL BE BROUGHT TO THE ATTENTION OF THE ENGINEER PRIOR TO PROCEEDING WITH CONSTRUCTION. 3. WORK TO BE COMPLETED IS INDICATED IN BOLD TYPE LINES AND EXISTING CONDITIONS ARE INDICATED BY LIGHT TYPE LINES. 4. ELECTRONIC CIVIL FILES ARE AVAILABLE UPON WRITTEN REQUEST. DO NOT USE ELECTRONIC CIVIL FILES TO LAYOUT FOUNDATIONS, COLUMN LINES, LIGHT POLES, OR OTHER NON CIVIL SITE WORK. REFER TO ARCHITECTURAL DRAWINGS FOR DIMENSIONS OF BUILDING AND ARCHITECTURAL FEATURES. 5. ALL UTILITIES WITHIN 5 FEET OF PAVED AREAS SHALL REQUIRE GRANULAR BACKFILL. SLURRY BACKFILL IS REQUIRED FOR ALL WORK IN PUBLIC RIGHT OF WAY. 6. PRIVATE STORM INLETS IN PAVEMENT SHALL REQUIRE DRAIN TILE STUBS OF 10 FEET IN TWO DIRECTIONS FOR SUBDRAINAGE. RIM GRADE FOR STORM INLETS IN CURB AND GUTTER ARE FLOW LINE GRADES. 7. WORK IN PUBLIC RIGHT OF WAY SHALL FOLLOW MATERIAL AND INSTALLATION REQUIREMENTS PER MUNICIPAL AND/OR COUNTY. 8. PRIVATE STORM SEWER 12-INCH DIAMETER OR LARGER SHALL BE HDPE. BELOW 12-INCH DIAMETER SHALL BE PVC SDR-35 ASTM D3034. PRIVATE WATER MAIN SHALL BE CLASS 150 DR 18 PVC CONFORMING TO AWWA C-900. PRIVATE SANITARY SEWER SHALL BE PVC SDR-35 ASTM D3034. 9. COORDINATE FINAL LOCATION AND DESIGN OF PRIVATE UTILITY SERVICES (ELECTRIC, GAS, PHONE, CABLE) WITH UTILITY COMPANIES. 10. FOR PUBLIC SANITARY SEWER PLAN AND PROFILE DESIGN REFER TO SHEET C301 AND C302. 11. FOR PUBLIC WATER PLAN AND PROFILE DESIGN REFER TO SHEET C303 - C305. W SAN > E T G PROPOSED WATER MAIN PROPOSED SANITARY SEWER PROPOSED STORM SEWER PROPOSED ELECTRICAL SERVICE PROPOSED TELEPHONE SERVICE PROPOSED GAS SERVICE Fi l e : I : \ E N E R C O N \ 1 5 5 7 7 _ N e w P a r k l a n d M a l l \ 0 6 0 C A D \ C - C i v i l \ 5 0 0 P r o d u c t i o n - C i v i l P l a n s \ 5 0 6 - U t i l i t y P l a n \ 1 5 5 7 7 U T I L I T Y . d w g LEGEND: C 300 GRAPHIC SCALE 00 50' 100' THE UNDERGROUND UTILITY INFORMATION SHOWN ON THIS MAP IS BASED ON FIELD MARKINGS AND INFORMATION FURNISHED BY UTILITY COMPANIES AND THE LOCAL MUNICIPALITY. WHILE THIS INFORMATION IS BELIEVED TO BE RELIABLE, ITS ACCURACY AND COMPLETENESS CANNOT BE GUARANTEED. PRELIMINARY ST EXISTING STORM SEWER PROPOSED STORM INLET PROPOSED STORM MANHOLE PROPOSED SANITARY MANHOLE C C402 A C402 B C402 PROPOSED WATER VALVE PROPOSED WATER HYDRANT UTILITY CROSSING 8" WATER INV: 798.28 6" SAN. INV: 800.81 UTILITY CROSSING 8" WATER INV: 798.27 8" SAN. INV: 800.24 UTILITY CROSSING 8" WATER INV: 798.65 15" STM. INV: 801.77 UTILITY CROSSING 8" WATER INV: 798.50 30" STM. INV: 800.41 UTILITY CROSSING 6" SAN INV: 800.75 15" STM. INV: 801.76 UTILITY CROSSING 12" WATER INV: 800.43 8" SAN. INV: 797.72 UTILITY CROSSING 8" WATER INV: 798.14 EX. 24" STM. INV: 800.89 UTILITY CROSSING 8" SAN INV:799.43 18" STM. INV: 803.55 UTILITY CROSSING 8" SAN INV: 798.52 12" STM. INV: 804.47 UTILITY CROSSING 8" SAN INV: 797.72 12" WATER INV: 800.43 40' UTILITY EASEMENT 30' WATER UTILITY EASEMENT 30' WATER UTILITY EASEMENT 30' WATER UTILITY EASEMENT 30' WATER UTILITY EASEMENT D C402 JANESVILLE RD LA N N O N D R . COORDINATE WORK WITHIN THE RIGHT OF WAY WITH THE PUBLIC ROAD IMPROVEMENTS . COORDINATE WORK WITHIN THE RIGHT OF WAY WITH THE PUBLIC ROAD IMPROVEMENTS . COORDINATE WORK WITHIN THE R.O.W WITH THE PUBLIC ROAD IMPROVEMENTS . UTILITY CROSSING 8" WATER INV: 797.78 24" STM. INV: 800.11 W W W E E E E E E E E E E E E E E E E E E E E E E E E E E E E E EWWWWWWWWWWWWWWWWWWWWWWWWWWWWW SAN SAN SAN SAN SAN SAN SAN SAN SAN SAN SAN SAN SAN SAN SAN SAN SAN SAN SAN SAN SAN SAN SAN SAN S G G GEE E E E E E E E E E E E E E E E E E E E E E E E E E T W W WSA N SA N G G G G G G G G G G G G G G G G G G G G G G G G G G G G G G T GR A V E L GR A V E L G FO FO FO FO FO FO FO FO FO FO FOFOFOFOFOFOFOFOFOFOFOFOFOFOFOFO SA N MH 3 SA N MH 4 SA N MH 5 P/LP/LP/LP/L TTTTTTTTTTTTTTTTTTTTTTT T T TTT TTTTTTT E E E E E E W W W W W W W W G G G G G G G G G G G G G G G G G G G G G G G G G G G G G G G G G G G W E E T T T T T T T T T T G G SANSANSANSANSANSANSANSANSANSANSANSANSANSANSANSANSANSANSANSANSANSANSANSANSANSANSANSANSANSAN SA N SA N SA N SA N STST ST S T S T S T S T S T STSTST T T T T T T T T TTTTTTTTTTTTTTTTTTT T GR A S S GR A S S GR A S S BI T U M I N O U S PA V E M E N T BIT.PAD EX I S T I N G BU I L D I N G GRASSGRASS LT P BA S E LT P BA S E 12 " C M P IN V : 8 0 5 . 4 5 12 " C M P IN V : 8 0 4 . 9 0 12 " C M P IN V : 8 0 4 . 8 8 12 " C M P IN V : 8 0 4 . 7 9 DU M P S T E R CO N T A I N M E N T SA N MH 1 SA N MH 9 ST M MH 1 ST M MH 2 ST M MH 3 ST M MH 9 P/L P/L P/L 17 . O LANNON DRIVE SI T E P L A N DRAWING NO. DRAWN BY: DATE: PROJECT NO: CHECKED BY: APPROVED BY: NO. REVISION DATE BY SHEET NO.: PA R K L A N D T O W N E C E N T E R D E V E L O P M E N T JA N E S V I L L E R O A D A N D L A N N O N D R I V E I M P R O V E M E N T S MU S K E G O , W I S C O N S I N 15577 - Public Site.dwg www.thesigmagroup.com 1300 West Canal Street Milwaukee, WI 53233 Phone: 414-643-4200 Fax: 414-643-4210 TH E G R O UPSingle Source. Sound Solutions. Fi l e : I : \ E N E R C O N \ 1 5 5 7 7 _ N e w P a r k l a n d M a l l \ 0 6 0 C A D \ C - C i v i l \ 5 0 0 P r o d u c t i o n - P u b l i c \ 5 0 3 - S i t e D i m e n s i o n P l a n \ 1 5 5 7 7 - P u b l i c S i t e . d wg LEGEND: C 003 A C401 CURB & GUTTER (REJECT) THE UNDERGROUND UTILITY INFORMATION SHOWN ON THIS MAP IS BASED ON FIELD MARKINGS AND INFORMATION FURNISHED BY UTILITY COMPANIES AND THE LOCAL MUNICIPALITY. WHILE THIS INFORMATION IS BELIEVED TO BE RELIABLE, ITS ACCURACY AND COMPLETENESS CANNOT BE GUARANTEED. PRELIMINARY B C401ASPHALT SURFACE PJI 1-25-16 15577 JBL JBL GRAPHIC SCALE 00 30' 60' 12.0' 100.0'72' 31" CONCRETE CURB AND GUTTER (REJECT) 8-INCH WHITE EPOXY PAVEMENT MARKING (SOLID)8-INCH WHITE EPOXY PAVEMENT MARKING (2' LINE, 6' GAP) SLOPED CONCRETE MEDIAN NOSE W/YELLOW EPOXY PAVEMENT MARKING 12.0' 12.0' 12.0' 8-INCH WHITE EPOXY PAVEMENT MARKING (2' LINE, 6' GAP) PAVEMENT MARKING WHITE EPOXY ARROW TYPE 2 8-INCH WHITE EPOXY PAVEMENT MARKING (SOLID) PAVEMENT MARKING WHITE EPOXY ARROW TYPE 1 PAVEMENT MARKING WHITE EPOXY ARROW TYPE 2 8-INCH WHITE EPOXY PAVEMENT MARKING (2' LINE, 6' GAP)8-INCH WHITE EPOXY PAVEMENT MARKING (SOLID) 8-INCH WHITE EPOXY PAVEMENT MARKING (2' LINE, 6' GAP) 4-INCH DOUBLE YELLOW EPOXY PAVEMENT MARKING 100.0' 80.0' 4-INCH WHITE EPOXY PAVEMENT MARKING INSTALL NEW TYPE "C" BASE AND RELOCATE EXISTING BANNER POLE. PULL BACK EXISTING WIRING (3 #10 AND 1 #10 GROUND) TO NEAREST PULL BOX OR POLE. CONNECT NEW CONDUIT TO EXISTING AS SHOWN. PULL EXISTING WIRE THROUGH NEW CONDUIT TO NEW POLE LOCATION AND RECONNECT. PULL BACK EXISTING WIRING (3 #10 AND 1 #10 GROUND) TO NEAREST PULL BOX OR POLE. CONNECT NEW CONDUIT TO EXISTING AS SHOWN. PULL EXISTING WIRE THROUGH NEW CONDUIT TO NEW POLE LOCATION AND RECONNECT 11.0' PAVEMENT MARKING WHITE EPOXY ARROW TYPE 2 CONCRETE DRIVE APPROACH 5" CONCRETE SIDEWALK 5" CONCRETE SIDEWALK HMA PAVEMENT RELOCATE EXISTING ATMOSPHERIC VACUUM BREAKER AND IRRIGATION VALVE BOX BEHIND CURB. INSTALL NEW IRRIGATION PIPING, TRACER WIRE, AND ELECTRIC LINES TO MATCH EXISTING. CONCRETE SIDEWALK 5-INCH D C402 CONCRETE DRIVEWAY 7-INCH PAVEMENT MARKING WHITE EPOXY WORDS 100.0'66.0' CONCRETE DRIVE APPROACH 5" CONCRETE SIDEWALK HMA PAVEMENT CONCRETE DRIVE APPROACH 5" CONCRETE SIDEWALK HMA PAVEMENT 31" CURB AND GUTTER (TYP) CONCRETE MEDIAN NOSE 5" CONCRETE SIDEWALK ADA RAMPA C402 ADA RAMPB C402 REINSTALL BRICK PAVERSE C401 C C401 C C402 GENERAL NOTES: 1. THE UNDERGROUND UTILITY INFORMATION SHOWN ON THIS DRAWING IS BASED ON FIELD LOCATIONS AND/OR RECORDS FURNISHED BY MUNICIPALITIES AND UTILITY COMPANIES. THE LOCATION AND ACCURACY OF WHICH CANNOT BE GUARANTEED. THERE MAY BE ADDITIONAL UNDERGROUND UTILITY INSTALLATIONS WITHIN THE PROJECT AREA THAT ARE NOT SHOWN. 2. VERIFY ACTUAL LOCATIONS AND INVERTS IN THE FIELD. ANY POTENTIAL ERRORS, OMISSIONS, OR DISCREPANCIES SHALL BE BROUGHT TO THE ATTENTION OF THE ENGINEER PRIOR TO PROCEEDING WITH CONSTRUCTION. 3. WORK TO BE COMPLETED IS INDICATED IN BOLD TYPE LINES AND EXISTING CONDITIONS ARE INDICATED BY LIGHT TYPE LINES. 4. ELECTRONIC CIVIL FILES ARE AVAILABLE UPON WRITTEN REQUEST. DO NOT USE ELECTRONIC CIVIL FILES TO LAYOUT FOUNDATIONS, COLUMN LINES, LIGHT POLES, OR OTHER NON CIVIL SITE WORK. REFER TO ARCHITECTURAL DRAWINGS FOR DIMENSIONS OF BUILDING AND ARCHITECTURAL FEATURES. 5. DIMENSIONS ARE FROM FACE OF CURB OR EDGE OF PAVEMENT. 6. WORK WITHIN THE PUBLIC RIGHT OF WAY, INCLUDING BUT NOT LIMITED TO DRIVEWAY OPENINGS, SIDEWALK AND RAMPS, PAVING, AND CURB AND GUTTER SHALL BE COMPLETED PER MUNICIPAL AND/OR COUNTY REQUIREMENTS AND STANDARDS. 31" CURB AND GUTTER NOTE: ALL IMPROVEMENTS WITHIN JANESVILLE ROAD ROW SHALL BE IN ACCORDANCE WITH THE WISDOT STANDARD SPECIFICATIONS FOR HIGHWAY AND STRUCTURE CONSTRUCTION, LATEST EDITION. NOTE: ALL IMPROVEMENTS WITHIN LANNON DRIVE ROW SHALL BE IN ACCORDANCE WITH THE CITY OF MUSKEGO STANDARD SPECIFICATIONS. W W W E E E E E E E E E E E E E E E E E E E E E E E E E E E E E EWWWWWWWWWWWWWWWWWWWWWWWWWWWWW SAN SAN SAN SAN SAN SAN SAN SAN SAN SAN SAN SAN SAN SAN SAN SAN SAN SAN SAN SAN SAN SAN SAN SAN S G G GEE E E E E E E E E E E E E E E E E E E E E E E E E E T W W WSA N SA N G G G G G G G G G G G G G G G G G G G G G G G G G G G G G G T GR A V E L GR A V E L G FO FO FO FO FO FO FO FO FO FO FOFOFOFOFOFOFOFOFOFOFOFOFOFOFOFO SA N MH 3 SA N MH 4 SA N MH 5 P/LP/LP/LP/L P P/LP/LP/LP/LP/LP/LP/LP/LP/LP/LP/LP/LP/LP/LP/LP/L P/L P/L TTTTTTTTTTTTTTTTTTTTTTT TT TTTTTTTTTT E E E E E E W W W W W W W G G G G G G G G G G G G G G G G G G G G G G G G G G G G G G G G G G G W E T T T T T T T T T G G SANSANSANSANSANSANSANSANSANSANSANSANSANSANSANSANSANSANSANSANSANSANSANSANSANSANSANSANSANSAN SA N SA N SA N SA N STST S T T S T S T S T S T STSTST T T T T T T T TTTTTTTTTTTTTTTTTTT T GR A S S GR A S S GR A S S BI T U M I N O U S PA V E M E N T BIT.PAD EX I S T I N G BU I L D I N G GRASSGRASS LT P BA S E LT P BA S E 12 " C M P IN V : 8 0 5 . 4 5 12 " C M P IN V : 8 0 4 . 9 0 12 " C M P IN V : 8 0 4 . 8 8 12 " C M P IN V : 8 0 4 . 7 9 DU M P S T E R CO N T A I N M E N T SA N MH 1 SA N MH 9 ST M MH 1 ST M MH 2 ST M MH 3 ST M MH P/L P/L P/L > > P/L P/L P/LP/L P/L P/L P/L P/L P/L P/L P/L P/L P/L P/L P/L P/L P/L P/L P/L LANNON DRIVE RO A D W A Y G R A D I N G P L A N DRAWING NO. DRAWN BY: DATE: PROJECT NO: CHECKED BY: APPROVED BY: NO. REVISION DATE BY SHEET NO.: PA R K L A N D T O W N E C E N T E R D E V E L O P M E N T JA N E S V I L L E R O A D A N D L A N N O N D R I V E I M P R O V E M E N T S MU S K E G O , W I S C O N S I N 15577 PUBLIC GRADING.dwg www.thesigmagroup.com 1300 West Canal Street Milwaukee, WI 53233 Phone: 414-643-4200 Fax: 414-643-4210 TH E G R O UPSingle Source. Sound Solutions. PJI 1-25-16 15577 JBL JBL Fi l e : I : \ E N E R C O N \ 1 5 5 7 7 _ N e w P a r k l a n d M a l l \ 0 6 0 C A D \ C - C i v i l \ 5 0 0 P r o d u c t i o n - P u b l i c \ 5 0 5 - G r a d i n g P l a n \ 1 5 5 7 7 P U B L I C G R A D I N G . d w g C 200 GENERAL NOTES: 1. THE UNDERGROUND UTILITY INFORMATION SHOWN ON THIS DRAWING IS BASED ON FIELD LOCATIONS AND/OR RECORDS FURNISHED BY MUNICIPALITIES AND UTILITY COMPANIES. THE LOCATION AND ACCURACY OF WHICH CANNOT BE GUARANTEED. THERE MAY BE ADDITIONAL UNDERGROUND UTILITY INSTALLATIONS WITHIN THE PROJECT AREA THAT ARE NOT SHOWN. 2. VERIFY ACTUAL LOCATIONS AND INVERTS IN THE FIELD. ANY POTENTIAL ERRORS, OMISSIONS, OR DISCREPANCIES SHALL BE BROUGHT TO THE ATTENTION OF THE ENGINEER PRIOR TO PROCEEDING WITH CONSTRUCTION. 3. WORK TO BE COMPLETED IS INDICATED IN BOLD TYPE LINES AND EXISTING CONDITIONS ARE INDICATED BY LIGHT TYPE LINES. 4. ELECTRONIC CIVIL FILES ARE AVAILABLE UPON WRITTEN REQUEST. DO NOT USE ELECTRONIC CIVIL FILES TO LAYOUT FOUNDATIONS, COLUMN LINES, LIGHT POLES, OR OTHER NON CIVIL SITE WORK. REFER TO ARCHITECTURAL DRAWINGS FOR DIMENSIONS OF BUILDING AND ARCHITECTURAL FEATURES. 5. DIMENSIONS ARE FROM FACE OF CURB OR EDGE OF PAVEMENT. 6. WORK WITHIN THE PUBLIC RIGHT OF WAY, INCLUDING BUT NOT LIMITED TO DRIVEWAY OPENINGS, SIDEWALK AND RAMPS, PAVING, AND CURB AND GUTTER SHALL BE COMPLETED PER MUNICIPAL AND/OR COUNTY REQUIREMENTS AND STANDARDS. 7. EARTHWORK SHALL BE IN ACCORDANCE WITH GEOTECHNICAL ENGINEER'S RECOMMENDATIONS. 5 5 EXISTING CONTOUR PROPOSED CONTOUR B C402ASPHALT SURFACE LEGEND: PROPOSED CURB & GUTTER SPOT GRADE T/C: TOP OF CURB GRADE FL: FLOW LINE CURB GRADE PROPOSED ASPHALT SPOT GRADE100.00 100.50 T/C 100.00 FL GRAPHIC SCALE 00 30' 60' THE UNDERGROUND UTILITY INFORMATION SHOWN ON THIS MAP IS BASED ON FIELD MARKINGS AND INFORMATION FURNISHED BY UTILITY COMPANIES AND THE LOCAL MUNICIPALITY. WHILE THIS INFORMATION IS BELIEVED TO BE RELIABLE, ITS ACCURACY AND COMPLETENESS CANNOT BE GUARANTEED. PRELIMINARY INSTALLED BY OTHERS. COORDINATE UTILITY CONSTRUCTION WITHIN R.O.W. WITH PARKLAND MALL DEVELOPMENT. PARKLAND MALL DEVELOPMENT. NOT IN CONTRACT. REFER TO CIVIL PLANS FOR INFORMATION. PARKLAND MALL DEVELOPMENT. NOT IN CONTRACT. REFER TO CIVIL PLANS FOR INFORMATION. ALL IMPROVEMENTS IN LANNON DRIVE SHALL BE IN ACCORDANCE WITH CITY OF MUSKEGO STANDARD SPECIFICATIONS. ALL IMPROVEMENTS IN JANESVILLE ROAD SHALL BE IN ACCORDANCE WITH WISDOT STANDARD SPECIFICATIONS. NEW BUSINESS ITEM #2: Community Development Authority Action Regarding the Proposed Amendment of Boundaries and Project Plan for Tax Incremental District No. 9 in the City of Muskego, Wisconsin and Approval of Project Plan Amendment (See the Resolution “A Resolution Designating the Proposed Amended Boundaries and Approving a Project Plan Amendment for Tax Incremental District No. 9, City of Muskego, Wisconsin”). STAFF DISCUSSION Please find enclosed in the supplement the proposed TID #9 Project Plan Amendment. TID #9 already exists in the city from along Janesville Road from Moorland Road to the west to College Avenue on the east. The CDA will see that this TID #9 amendment is simply a formality. State Statues require that a TID boundary match property lines to be legal. As shown in the TID #9 Project Plan maps we need to simply add approximately a half -acre to the existing TID #9 boundary due to a property line changing in the past year associated with the Taco Bell development. City staff will be present to go over the details of the proposed boundary amendment. A formal resolution is attached that the CDA should consider after deliberation. Even though the TID #9 amendment is somewhat of a formality in the process the resolution is similar in complexity to any other TID approving resolution. Staff recommends approval of the proposed TID #9 Boundary amendment as this is required by State Statutes. There are no incentives or TID project costs associated with this amendment. CDA RESOLUTION NO. 002-2016 A RESOLUTION DESIGNATING THE PROPOSED AMENDED BOUNDARIES AND APPROVING A PROJECT PLAN AMENDMENT FOR TAX INCREMENTAL DISTRICT NO. 9, CITY OF MUSKEGO, WISCONSIN WHEREAS, Section 66.1105 of the Wisconsin Statutes (the Tax Increment Law) provides the authority and establishes procedures for amending the boundaries of tax incremental districts and amending project plans for such districts; and WHEREAS, Tax Incremental District No. 9 (the “District”) was created by the City of Muskego (the “City”) in 2003; and WHEREAS, In order to meet State Statutes the City finds it required to amend the District’s boundaries to add additional property, and to amend the Project Plan for the boundary amendment in order to assure the TID boundary coincides with existing property lines; and WHEREAS, the Community Development Authority, gave public notice of, and on April 7, 2016 held a public hearing wherein interested parties were afforded a reasonable opportunity to express their views on the proposed amendment of the District, and the proposed boundaries and the proposed amendment to the Project Plan thereof in accordance with the procedures specified in the Tax Increment Law; and WHEREAS, prior to its publication, a copy of the notice of said hearing was sent to the chief executive officer of Waukesha County, the Muskego-Norway School District, and the Waukesha County Technical College District, and the other entities having the power to levy taxes on property located within the District, in accordance with the procedures specified in the Tax Increment Law; and WHEREAS, the Community Development Authority, after due consideration following the said public hearing, determined that the amendment of the District to the area described by the boundary description attached to this resolution as Exhibit A will continue to provide the City with a viable method of financing the cost of project costs within the area, thereby providing incentives and opportunities for appropriate private development, including new development and improvement of existing development, which will contribute to the overall development of the City; and WHEREAS, the Community Development Authority has determined that not less than 50%, by area, of the real property within the said District, as amended, is a blighted area or is in need of rehabilitation or conservation work within the meaning of Section 66.1337(2m)(b) of the Wisconsin Statutes; and WHEREAS, the Community Development Authority has prepared a Boundary and Project Plan Amendment to the District attached as Exhibit B (the “amendment”); and WHEREAS, in accordance with the procedures specified in the Tax Increment Law, before the City Council may amend any tax incremental district, the Community Development Authority must designate the boundaries of such amended District and approve the Project Plan amendment for such District and submit its recommendation concerning the amendment of District and the Project Plan to the City Council; NOW, THEREFORE, BE IT RESOLVED by the Community Development Authority of the City of Muskego as follows: 1. That the Community Development Authority hereby designates the boundaries specified in the boundary description attached to this resolution as Exhibit A and entitled "Boundary Description of Tax Incremental District No. 9 Amendment, City of Muskego", as the revised boundaries of said District and recommends that said District be amended by the City Council of the City of Muskego to the area enclosed by said boundaries. 2. That the Community Development Authority hereby adopts the Amendment attached to this resolution as Exhibit B, and recommends to the City Council the approval of such amendment. 3. That the Community Development Authority hereby recommends that the City Council adopt a resolution entitled "A Resolution Approving Amended Boundaries and a Project Plan Amendment for Tax Incremental District No 9, City of Muskego, Wisconsin", and thereby formally amend said District as of January 1, 2016 and approve its amended boundaries and Project Plan in accordance with the provisions of the Tax Increment Law. 4. That the City Clerk - Treasurer - Treasurer is hereby authorized and directed to provide the City Mayor and City Council with certified copies of this resolution, upon its adoption by the Community Development Authority. Adopted this ___day of __________, 2016. Robert LeClaire, Chairman City of Muskego Community Development Authority Attest: Jeff Muenkel, Executive Director City of Muskego Community Development Authority EXHIBIT A - BOUNDARY DESCRIPTION All that part of the Northeast ¼, Southeast ¼, and the Southwest ¼ of Section 2, and the Northwest ¼ of Section 1, and the Southeast ¼ of Section 3, all in Town 5 North, Range 20 East, City of Muskego, Waukesha County, Wisconsin, bounded and described as follows: Commencing at the intersection of the West line of Parcel 1, of Certified Survey Map No. 8051, and the North line of Janesville Road (C.T.H. “L”) said point also being the point of beginning of lands to be described; thence Northerly along said West line 637.30 feet to the North line of said Parcel 1; thence Easterly along said North line and the North line of Certified Survey Map No. 4188, a distance of 292 feet more or less, to the Southwesterly right-of-way line of Moorland Road (C.T.H.”O”); thence Northwesterly along said right-of-way line 288 feet more or less, to the Northerly extended property line of Parcel 4, of Certified Survey Map No.9335; thence Northeasterly along said North line 389 feet more or less to an angle point; thence Northeasterly along the Northerly line of said Parcel 4, a distance of 67.14 feet, to a point on a curve; thence Southeasterly along the Northeast line of said Parcel 4 and along the arc of a curve 28.83 feet to the East line of said Parcel 4; thence Southerly along said East line 157.99 feet, to the Southerly line of said Parcel 4; thence Southwesterly along said South line, 154.20 feet to the Northeasterly right-of-way line of said Moorland Road, said line also being the Southwesterly line of Parcel 3, of said Certified Survey Map 9335; thence Southeasterly along said right-of way line 394.62 feet, to the South line of said Parcel 3; thence Easterly along said South line, 299.11 feet to the West line of Parcel 2, of said Certified Survey Map 9335; thence Southerly along said West line 135.20 feet to the North right-of- way line of said Janesville Road; thence Northeasterly along said right-of way line 519.75 feet to the Westerly line of Parcel 1 of said Certified Survey Map No. 9335; thence Northerly along said West line 338.38 feet, to a point on a curve; thence Northeasterly along the arc of a curve 21.21 feet, to the North line of said parcel 1; thence Easterly along said North line 95.11 feet to a point on a curve; thence Southeasterly along the arc of a curve 64.95 feet to the East line of said Parcel 1; thence Southerly along said East line 69.37 feet, to a point on a curve; thence Southerly along the arc of a curve 105.06 feet, to the North right-of-way line of said Janesville Road; thence Northeasterly along said right-of-way 1175.27 feet to a angle point in said right-of-way; thence Northeasterly along said right-of-way 331.00 feet to the Southwest corner of Lot 1, of Golden Country Estates Subdivision; thence Northerly along the West line of lots 1 and 2, of said Subdivision, 207.61 feet to an angle point; thence Northerly along the West line of Lots 2, 3, and 4 of said Subdivision, 337.38 feet to the South line of the Northwest ¼ , Section 2, said point also being the Northeast corner of Lot 4 in said Subdivision; thence Easterly 182.00 feet along said South line to the Westerly right-of-way line of Woodland Place; thence Northerly along said Right-of-way line 59 feet more or less to the Southerly extended property line of Lot 2, Certified Survey Map No. 4610; thence Easterly along said South line 262 feet more or less to the Southeast line of said Lot 2; thence Northeasterly along said Southeast line 120.14 feet to the Northeasterly line of said Lot 2; thence Northwesterly along said Northeasterly line 121.61 feet to the East line of Lot 1, said Certified Survey Map; thence Northerly along said East line 70.00 feet to the Northerly line of said Lot 1; thence Northwesterly along said Northerly line 230.00 feet to the East line of the Northwest ¼ of said Section 2, said line also being the East line of Glenbrook Subdivision; thence Northerly along said East line 485.00 feet; thence Easterly 120.00 feet; thence Southeasterly 560.00 feet to the East line of Lot 2, Certified Survey Map No. 4785; thence Southerly along the East line of said Lot 2, and the East line of Parcel 1 of Certified Survey Map No. 2962, a distance of 311.91 feet to the North line of Parcel 2, of said Certified Survey Map No. 2962; thence Northeasterly along the North line of said Parcel 2, 374 feet more or less to the East right-of-way line of Tess Corners Drive; thence Northwesterly along said East right-of-way line 316 feet more or less to the Southerly line of Parcel 2, Certified Survey Map No. 3480; thence along the South line of said Parcel 576.38 feet, to the West line of Lot 1, Certified Survey Map No. 1077; thence Northerly along the West line of said Lot 1 a distance of 356 feet more or less to the South line of Parcel 2, Certified Survey Map No. 2657; thence Easterly along said South line 213.66 feet; thence Northerly 1070 feet more or less to the North line of the Northeast ¼ of said Section 2, said North line also being the centerline of College Avenue and the North line of Muskego City Limits; thence Easterly along said North line 990.66 feet to the Northeast corner of said Northeast ¼; thence Easterly along the North line of the Northwest ¼ of Section 1, and said City limits line, 2666 feet more or less to the Northeast corner of said Northwest ¼; thence Southerly along the East line of the said Northwest ¼, 89 feet more or less to the South right of way line of Janesville Road (C.T.H. “L”); thence Southwesterly along said right of way line 1232 feet more or less, to the Northwest corner of Lot 14, Block 17, Fountainwood Addition No. 3; thence Southerly along the West line of Lots 14, 15, 16, 17, and 18, Block 17 of said Subdivision 558.05 feet to the North line of Lot 19, Block 17 of said Subdivision; thence Southwesterly along said North line 120.00 feet, to the East line of Lot 20, Block 17, of said Subdivision; thence Northerly along the East line of said lots 20, 21, 22, 23, Block 17 of said Subdivision 558.05 feet, to the said South right-of-way line; thence Southwesterly along said South line 1525 feet more or less, to the West line of the Northwest ¼, of said Section 1, said line also being the West line of said Fountainwood Addition No. 3 Subdivision; thence Southerly along said West line 905 feet more or less, to the Southwest corner of said Northwest ¼ Section; thence Southerly along the West line of the Southwest ¼ of said Section 1, 431.70 feet, to the Southeast corner of lands designated by Tax key No. 2168- 999; thence Westerly along said lands 906 feet more or less, to the East right-of-way line of Gaulke Drive: thence Northwesterly along said right-of-way 220 feet more or less, to the North right-of-way line of Gaulke Drive; thence Westerly along said right-of-way line 389 feet more or less to the East ultimate right-of-way line of Tess Corners Drive; thence Southeasterly along said right-of-way line 286 feet more or less, to the Northerly property line extended of parcel with Tax-key No. 2168-980; thence Southwesterly along said Northerly line 359 feet more or less to the Easterly line of Sandy Knoll Subdivision; thence Northwesterly along said East line 294 feet more or less to the Northerly line of said Sandy Knoll Subdivision; thence Southwesterly along the North line of said Subdivision 602.98 feet to the Northwest corner of said Subdivision; thence Southeasterly along the West line of said Subdivision 351.54 feet; thence Southerly along the west line of said Subdivision 334.97 feet to North line of Lot 6, in Belmont Greens Subdivision; thence Westerly along said North line 508 feet more or less, to the East right-of-way line of Durham Drive; thence Westerly 101 feet more or less to the West right-of-way line of Durham Drive, said point also being the Southeast corner of Lot 18, Block 1, Durham Meadows Subdivision; thence Northerly along said right-of-way line 125.00 feet, to the Northeast corner of Said Lot 18, thence Westerly 16 feet more or less to the West right-of-way line of said Drive, said point also being the Southeast corner of lands designated by Tax key No. 2167-998-001; thence Northerly along said right-of-way line 120 feet more or less to the Northeast corner of said lands; thence Westerly 164 feet more or less to the Northwest corner of said lands; thence Southerly 120 feet to the North line of Durham Meadows Subdivision; thence Westerly along said North line 331.55 feet, to the Northwest line of said Subdivision; thence Southwesterly along said Northwest line 572.15 feet to the East line of Lot 5, Certified Survey Map No. 5841, said point also being the Northwest corner of Lot 8, Block 1, of said Subdivision; thence Southeast along said East line 158.52 feet, to the North right-of-way line of Cornell Circle; thence Southwesterly 261.33 along the arc of a circle whose center is to the Southeast, whose radius is 681.56 feet, whose chord bears S29°55’26”W with a chord length of 259.72 feet, to the South right-of-way line of a 60.00 feet wide unimproved street; thence Northwesterly along said right-of-way line 303.83 feet; thence continuing Northwesterly 77.82 feet to the Northerly line of Lot 1 Certified Survey Map No. 9462, said line also being the South right-of –way line of a 60.00 foot wide unimproved street, to a point on a curve; thence Southwesterly along said right-of-way line, and along the arc of a curve 183.62 feet, thence Southwesterly along said right of way 729.93 feet to the East right-of-way line of Moorland Road a 120 foot wide street; thence Continuing Southwesterly 120.13 feet to the West right-of-way line of said Moorland Road, said point also being the Northeast corner of Lot 3, of Certified Survey Map No. 9463; thence Continuing Southwesterly 393.12 feet along the North line of said Lot 3, said line also being the South right-of-way line of a 60 foot wide unimproved street, to the West line of the Southwest ¼ of said Section 2; thence Northerly along said West line 65.85 feet to the Northerly Princeton Drive right of way line; thence Northeasterly along said Northerly right of way line 24.21 feet to the Southwest corner of Lot 2 Certified Survey Map No. 11259; thence Northwesterly along the West line of said Lot 2 a distance of 329.51 feet, 850.54 feet to the Southerly right-of-way of said Janesville Road (C.T.H. “L”); thence Southwesterly along said right-of-way 344 454 feet more or less to the West extended property line of Parcel 1, of said Certified Survey Map No. 8051; thence Northerly 141 feet more or less to the intersection the West line of said Parcel 1, and the North right-of–way line of said Janesville Road, said point also being the point of beginning. EXHIBIT B - PROJECT PLAN AND BOUNDARY AMENDMENT CITY OF MUSKEGO, WI TAX INCREMENTAL DISTRICT NO. 9 BOUNDARY AMENDMENT NO. 1 TO THE PROJECT PLAN MARCH 2016 Prepared By The City of Muskego, Wisconsin Department of Community Development And Hutchinson, Shockey, Erley & Co. And von Briesen & Roper, s.c. AMENDMENT NO. 1 TO THE CITY OF MUSKEGO TAX INCREMENTAL DISTRICT NO. 9 AND THE RELATED PROJECT PLAN City of Muskego Tax Incremental District No. 9 (TID 9) and the supporting project plan (“Project Plan”) are hereby amended as follows: 1. The property shown on Exhibit 1 attached hereto is added to TID 9 the Project Plan (Prior adopted Project Plan found in Appendix A). This is part of Tax Key #2172030007 (.5 acres) added to the western border of District No. 9. 2. The property to be added is zoned B-2 Local Service Center District which conforms to the existing zoning and use of the property in TID 9. 3. The current value of the property to be added is $562,700. 4. The property is a current commercial entity known as Taco Bell. During the year 2015, Taco Bell added .5 acres to the property, which now makes the existing TID 9 boundary bisect the Taco Bell property. The current TID 9 boundary doesn’t follow existing property lines thus necessitating the boundary amendment herein. 5. The new District boundaries after the addition of the new parcels are identified on Exhibit 1 (Map) and Exhibit 2 (Legal Description). 6. There are no public improvements or parcel improvement costs associated with the addition of this portion of the parcel. 7. All other provisions of the original Project Plan, except as modified by this Amendment No. 1, continue to be appropriate for the District and remain in full force and effect. EXHIBIT 2 Legal Description All that part of the Northeast ¼, Southeast ¼, and the Southwest ¼ of Section 2, and the Northwest ¼ of Section 1, and the Southeast ¼ of Section 3, all in Town 5 North, Range 20 East, City of Muskego, Waukesha County, Wisconsin, bounded and described as follows: Commencing at the intersection of the West line of Parcel 1, of Certified Survey Map No. 8051, and the North line of Janesville Road (C.T.H. “L”) said point also being the point of beginning of lands to be described; thence Northerly along said West line 637.30 feet to the North line of said Parcel 1; thence Easterly along said North line and the North line of Certified Survey Map No. 4188, a distance of 292 feet more or less, to the Southwesterly right-of-way line of Moorland Road (C.T.H.”O”); thence Northwesterly along said right-of-way line 288 feet more or less, to the Northerly extended property line of Parcel 4, of Certified Survey Map No.9335; thence Northeasterly along said North line 389 feet more or less to an angle point; thence Northeasterly along the Northerly line of said Parcel 4, a distance of 67.14 feet, to a point on a curve; thence Southeasterly along the Northeast line of said Parcel 4 and along the arc of a curve 28.83 feet to the East line of said Parcel 4; thence Southerly along said East line 157.99 feet, to the Southerly line of said Parcel 4; thence Southwesterly along said South line, 154.20 feet to the Northeasterly right-of-way line of said Moorland Road, said line also being the Southwesterly line of Parcel 3, of said Certified Survey Map 9335; thence Southeasterly along said right-of way line 394.62 feet, to the South line of said Parcel 3; thence Easterly along said South line, 299.11 feet to the West line of Parcel 2, of said Certified Survey Map 9335; thence Southerly along said West line 135.20 feet to the North right-of-way line of said Janesville Road; thence Northeasterly along said right-of way line 519.75 feet to the Westerly line of Parcel 1 of said Certified Survey Map No. 9335; thence Northerly along said West line 338.38 feet, to a point on a curve; thence Northeasterly along the arc of a curve 21.21 feet, to the North line of said parcel 1; thence Easterly along said North line 95.11 feet to a point on a curve; thence Southeasterly along the arc of a curve 64.95 feet to the East line of said Parcel 1; thence Southerly along said East line 69.37 feet, to a point on a curve; thence Southerly along the arc of a curve 105.06 feet, to the North right-of-way line of said Janesville Road; thence Northeasterly along said right-of-way 1175.27 feet to a angle point in said right-of-way; thence Northeasterly along said right-of-way 331.00 feet to the Southwest corner of Lot 1, of Golden Country Estates Subdivision; thence Northerly along the West line of lots 1 and 2, of said Subdivision, 207.61 feet to an angle point; thence Northerly along the West line of Lots 2, 3, and 4 of said Subdivision, 337.38 feet to the South line of the Northwest ¼ , Section 2, said point also being the Northeast corner of Lot 4 in said Subdivision; thence Easterly 182.00 feet along said South line to the Westerly right-of-way line of Woodland Place; thence Northerly along said Right-of-way line 59 feet more or less to the Southerly extended property line of Lot 2, Certified Survey Map No. 4610; thence Easterly along said South line 262 feet more or less to the Southeast line of said Lot 2; thence Northeasterly along said Southeast line 120.14 feet to the Northeasterly line of said Lot 2; thence Northwesterly along said Northeasterly line 121.61 feet to the East line of Lot 1, said Certified Survey Map; thence Northerly along said East line 70.00 feet to the Northerly line of said Lot 1; thence Northwesterly along said Northerly line 230.00 feet to the East line of the Northwest ¼ of said Section 2, said line also being the East line of Glenbrook Subdivision; thence Northerly along said East line 485.00 feet; thence Easterly 120.00 feet; thence Southeasterly 560.00 feet to the East line of Lot 2, Certified Survey Map No. 4785; thence Southerly along the East line of said Lot 2, and the East line of Parcel 1 of Certified Survey Map No. 2962, a distance of 311.91 feet to the North line of Parcel 2, of said Certified Survey Map No. 2962; thence Northeasterly along the North line of said Parcel 2, 374 feet more or less to the East right-of-way line of Tess Corners Drive; thence Northwesterly along said East right-of-way line 316 feet more or less to the Southerly line of Parcel 2, Certified Survey Map No. 3480; thence along the South line of said Parcel 576.38 feet, to the West line of Lot 1, Certified Survey Map No. 1077; thence Northerly along the West line of said Lot 1 a distance of 356 feet more or less to the South line of Parcel 2, Certified Survey Map No. 2657; thence Easterly along said South line 213.66 feet; thence Northerly 1070 feet more or less to the North line of the Northeast ¼ of said Section 2, said North line also being the centerline of College Avenue and the North line of Muskego City Limits; thence Easterly along said North line 990.66 feet to the Northeast corner of said Northeast ¼; thence Easterly along the North line of the Northwest ¼ of Section 1, and said City limits line, 2666 feet more or less to the Northeast corner of said Northwest ¼; thence Southerly along the East line of the said Northwest ¼, 89 feet more or less to the South right of way line of Janesville Road (C.T.H. “L”); thence Southwesterly along said right of way line 1232 feet more or less, to the Northwest corner of Lot 14, Block 17, Fountainwood Addition No. 3; thence Southerly along the West line of Lots 14, 15, 16, 17, and 18, Block 17 of said Subdivision 558.05 feet to the North line of Lot 19, Block 17 of said Subdivision; thence Southwesterly along said North line 120.00 feet, to the East line of Lot 20, Block 17, of said Subdivision; thence Northerly along the East line of said lots 20, 21, 22, 23, Block 17 of said Subdivision 558.05 feet, to the said South right-of-way line; thence Southwesterly along said South line 1525 feet more or less, to the West line of the Northwest ¼, of said Section 1, said line also being the West line of said Fountainwood Addition No. 3 Subdivision; thence Southerly along said West line 905 feet more or less, to the Southwest corner of said Northwest ¼ Section; thence Southerly along the West line of the Southwest ¼ of said Section 1, 431.70 feet, to the Southeast corner of lands designated by Tax key No. 2168-999; thence Westerly along said lands 906 feet more or less, to the East right-of-way line of Gaulke Drive: thence Northwesterly along said right-of-way 220 feet more or less, to the North right-of-way line of Gaulke Drive; thence Westerly along said right-of-way line 389 feet more or less to the East ultimate right-of- way line of Tess Corners Drive; thence Southeasterly along said right-of-way line 286 feet more or less, to the Northerly property line extended of parcel with Tax-key No. 2168-980; thence Southwesterly along said Northerly line 359 feet more or less to the Easterly line of Sandy Knoll Subdivision; thence Northwesterly along said East line 294 feet more or less to the Northerly line of said Sandy Knoll Subdivision; thence Southwesterly along the North line of said Subdivision 602.98 feet to the Northwest corner of said Subdivision; thence Southeasterly along the West line of said Subdivision 351.54 feet; thence Southerly along the west line of said Subdivision 334.97 feet to North line of Lot 6, in Belmont Greens Subdivision; thence Westerly along said North line 508 feet more or less, to the East right-of-way line of Durham Drive; thence Westerly 101 feet more or less to the West right-of-way line of Durham Drive, said point also being the Southeast corner of Lot 18, Block 1, Durham Meadows Subdivision; thence Northerly along said right-of- way line 125.00 feet, to the Northeast corner of Said Lot 18, thence Westerly 16 feet more or less to the West right-of-way line of said Drive, said point also being the Southeast corner of lands designated by Tax key No. 2167-998-001; thence Northerly along said right-of-way line 120 feet more or less to the Northeast corner of said lands; thence Westerly 164 feet more or less to the Northwest corner of said lands; thence Southerly 120 feet to the North line of Durham Meadows Subdivision; thence Westerly along said North line 331.55 feet, to the Northwest line of said Subdivision; thence Southwesterly along said Northwest line 572.15 feet to the East line of Lot 5, Certified Survey Map No. 5841, said point also being the Northwest corner of Lot 8, Block 1, of said Subdivision; thence Southeast along said East line 158.52 feet, to the North right-of-way line of Cornell Circle; thence Southwesterly 261.33 along the arc of a circle whose center is to the Southeast, whose radius is 681.56 feet, whose chord bears S29°55’26”W with a chord length of 259.72 feet, to the South right-of-way line of a 60.00 feet wide unimproved street; thence Northwesterly along said right-of-way line 303.83 feet; thence continuing Northwesterly 77.82 feet to the Northerly line of Lot 1 Certified Survey Map No. 9462, said line also being the South right-of –way line of a 60.00 foot wide unimproved street, to a point on a curve; thence Southwesterly along said right-of-way line, and along the arc of a curve 183.62 feet, thence Southwesterly along said right of way 729.93 feet to the East right-of-way line of Moorland Road a 120 foot wide street; thence Continuing Southwesterly 120.13 feet to the West right-of-way line of said Moorland Road, said point also being the Northeast corner of Lot 3, of Certified Survey Map No. 9463; thence Continuing Southwesterly 393.12 feet along the North line of said Lot 3, said line also being the South right-of-way line of a 60 foot wide unimproved street, to the West line of the Southwest ¼ of said Section 2; thence Northerly along said West line 65.85 feet to the Northerly Princeton Drive right of way line; thence Northeasterly along said Northerly right of way line 24.21 feet to the Southwest corner of Lot 2 Certified Survey Map No. 11259; thence Northwesterly along the West line of said Lot 2 a distance of 329.51 feet, 850.54 feet to the Southerly right-of-way of said Janesville Road (C.T.H. “L”); thence Southwesterly along said right-of-way 344 454 feet more or less to the West extended property line of Parcel 1, of said Certified Survey Map No. 8051; thence Northerly 141 feet more or less to the intersection the West line of said Parcel 1, and the North right-of–way line of said Janesville Road, said point also being the point of beginning. TAGLaw International Lawyers William E. Taibl Direct Telephone 414-287-1213 wtaibl@vonbriesen.com April ___, 2016 Mr. Jeff Muenkel City of Muskego W182 S8200 Racine Avenue Muskego, WI 53150-0749 Re: Amendment No. 1 to the Project Plan for Tax Incremental District No. 9 for the City of Muskego, Wisconsin Dear Mr. Muenkel: We have acted as attorneys for the City of Muskego in connection with the proposed boundary amendment of Tax Incremental District No. 9 of the City of Muskego (“District”) and the review of Amendment No. 1 to the Project Plan for the District dated April ___, 2016 (“Project Plan”). In connection with Amendment No. 1 of the Project Plan we have reviewed the Project Plan, Amendment No. 1 to the Project Plan and such other documents as we deem necessary to enable us to give this opinion. Based upon our review, and reliance on the accuracy of the statements set forth in Amendment No. 1 of the Project Plan, it is our opinion that Amendment No. 1 to the Project Plan is complete and complies with Section 66.1105 of the Wisconsin Statutes. Very truly yours, von BRIESEN & ROPER, s.c. William E. Taibl WET:jrp 26330713_3.DOC APPENDIX A PRIOR ADOPTED PROJECT PLAN Tax Increment Financing Project Plan for the Establishment of Tax Incremental Financing District No. 9 Within the City of Muskego, WISCONSIN Public Hearing Held: January 14, 2003 Plan Commission Adopted: January 14, 2003 City Council Adopted: February 25, 2003 Joint Review Board Adopted: March 10, 2003 Prepared by: EHLERS & ASSOCIATES, INC. 375 Bishops Way, Suite 225, Brookfield, WI 53005-6202 CITY OF MUSKEGO ELECTED OFFICIALS 2002-2003 Mayor Honorable Mark A. Slocomb mslocomb@ci.muskego.wi.us Common Council Council President Rick Petfalski, District 5 mslocomb@ci.muskego.wi.us Alderman Patrick Patterson, District 1 ppatterson@ci.muskego.wi.us Alderman Butch Le Doux, District 2 bledoux@ci.muskego.wi.us Alderman Chuck Damaske, District 3 cdamaske@ci.muskego.wi.us Alderman Nancy Salentine, District 4 nsalentine@ci.muskego.wi.us Alderman Eric Schroeder, District 6 eschroeder@ci.muskego.wi.us Alderman Eileen Madden, District 7 emadden@ci.muskego.wi.us PLAN COMMISSION 2002-2003 Mayor Mark Slocomb, Chairman Alderman Butch LeDoux Harry Brodel Jerald Hulbert Michael Michalski Neome Schaumberg Russ Stinebaugh JOINT REVIEW BOARD Dawn Gunderson, City of Muskego Norman Cummings, Waukesha County Representative Carrie Tessmann, Waukesha Area Technical College George Haynes, Muskego-Norway School District Marvin Pinkowski, Public Member ii TABLE OF CONTENTS STATEMENT OF KIND, NUMBER AND LOCATION OF PROPOSED PUBLIC WORKS .......... 1 ECONOMIC FEASIBILITY STUDY............................................................................................ 3 EQUALIZED VALUATION PROJECTION.................................................................................. 4 PROJECTED REVENUE........................................................................................................... 5 EXHIBIT 1.................................................................................................................................. 6 CASH FLOW ............................................................................................................................. 7 EXHIBIT 2.................................................................................................................................. 8 DETAILED LIST OF PROJECT COSTS .................................................................................... 9 PROPOSED TIF PROJECT ESTIMATES.................................................................................. 9 A DESCRIPTION OF THE METHODS OF FINANCING AND THE TIME WHEN SUCH COSTS OR MONETARY OBLIGATIONS RELATED THERETO ARE TO BE INCURRED ........10 PROPOSED TIF PROJECT BORROWINGS............................................................................11 MAP SHOWING EXISTING USES AND CONDITIONS............................................................12 MAP SHOWING PROPOSED PROJECTS AND USES............................................................14 PROPOSED CHANGES IN ZONING ORDINANCES ...............................................................16 PROPOSED CHANGES IN MASTER PLAN, BUILDING CODES AND CITY RDINANCES .....16 A LIST OF ESTIMATED NON-PROJECT COSTS....................................................................16 RELOCATION...........................................................................................................................16 ORDERLY DEVELOPMENT OF THE CITY..............................................................................16 PARCEL LIST...........................................................................................................................17 OPINION OF ATTORNEY FOR THE CITY ADVISING WHETHER THE PLAN IS COMPLETE AND COMPLIES WITH WISCONSIN STATUTES, SECTION 66.1105.........................19 1 STATEMENT OF KIND, NUMBER AND LOCATION OF PROPOSED PUBLIC WORKS Tax Incremental District No. 9, City of Muskego (the "District") is being created under authority of Wisconsin Statute Section 66.1105 primarily to assist expansion of the tax base by providing public improvements necessary to promote development and redevelopment and assist in blight elimination in the City of Muskego Community Development Authority Redevelopment District No. 1. The inducement is to install public utilities including water facilities that will allow development to take place. TID No. 9 is located in the northeastern portion of the City, along Janesville Road. The City of Muskego intends that tax incremental financing (TIF) will be used to assure that related private development locates in this District. The goal is to expand the tax base and opportunities for redevelopment within the City. The following is a list of public works projects that the City either directly or through the Community Development Authority expects to implement in conjunction with this District. Any costs directly or indirectly related to the public works are considered "project costs" and eligible to be paid with tax increment revenues of the tax incremental district. ¾ WATER SYSTEM IMPROVEMENTS. There are no public water facilities available to service the area. It will be necessary to provide water mains to distribute the water to individual properties. The City intends to install this main prior to the reconstruction of Janesville Road (CTH L) by Waukesha County. ¾ ACQUISITION/DEMOLITION. In order to eliminate blight conditions and promote redevelopment, it may be necessary for the City to acquire and demolish blighted properties or to acquire and consolidate parcels in order to create parcels of a marketable size within the District. ¾ STORM SEWER SYSTEM. Development of the area will cause storm water run off. To avoid problems in the District and adjacent areas, a storm water collection, detention, and retention system will be installed. ¾ UNDERGROUND UTILITY WIRES. In order to enhance the appearance of the District and to attract desired development, it is necessary to convert overhead utility wires to underground services, including costs to bring such services to code. ¾ LANDSCAPING. The City will provide landscaping such as berms, street trees, lighting and other facilities to attract high quality development to the area. ¾ DEVELOPMENT INCENTIVES. The City may enter into agreements with property owners or developers for the purpose of sharing costs to encourage the desired kind of improvements and assure tax base is generated sufficient to recover project costs. ¾ ADMINISTRATIVE COSTS. These include but are not limited to a portion of the salaries of the City Clerk, public works employees and others involved with the projects throughout the project plan implementation. Audit expenses and any expenses associated with dissolving the District are also considered eligible costs. 2 ¾ ORGANIZATIONAL COSTS. These costs include but are not limited to fees of the financial consultant, attorney, engineers, surveyors, map makers and other contracted services. ¾ RELOCATION COSTS. In the event any property is acquired for the projects, expenses including the cost of a relocation plan, director, staff, publications, appraisals, land and property acquisition costs and relocation benefits as required by Wisconsin Statutes Sections 32.19 and 32.195 are considered eligible project costs. ¾ ENVIRONMENTAL AUDITS AND REMEDIATION. There are no environmental problems known to exist within the proposed district. If, however, it becomes necessary to evaluate properties, the costs related to all environmental audits and remediation will be considered eligible project costs. ¾ FINANCE COSTS. Interest, financing fees, redemption premiums, and other financing fees are included as project costs. With all projects the costs of engineering, design, survey, inspection, materials, construction, restoring property to its original condition, apparatus necessary for the public works, legal and other consultant fees, testing, environmental studies, permits, updating City ordinances and plans, judgments or claims for damages and other expenses are included as project costs. In the event any of the public works projects are not reimbursable out of the special TIF fund under Wisconsin Statute Section 66.1105, in the written opinion of nationally recognized bond counsel or a court of record so rules in a final order, then such project or projects shall be deleted here from and the remainder of the projects hereunder shall be deemed the entirety of the projects for purposes of this project plan. The City reserves the right to implement only those projects that remain viable as the project plan period proceeds. Project costs are any expenditures made or estimated to be made or monetary obligations incurred or estimated to be incurred by the City and outlined in this plan. Project costs will be diminished by any income, special assessments or other revenues, including user fees or charges. To the extent the costs benefit the municipality outside the District, a proportionate share of the cost is not a project cost. Costs identified in this plan are preliminary estimates made prior to design considerations and are subject to change after planning is completed. Proration of costs in the plan are also estimates and subject to change based upon implementation, future assessment policies and user fee adjustments. 3 ECONOMIC FEASIBILITY STUDY The City of Muskego, located in the southern portion of Waukesha County near Interstate 43, is a community of approximately 21,700 in population. The charts and exhibits on the following pages demonstrate that the City will be able to obtain the funds necessary to implement the projects in this plan and that the revenue from the District will be sufficient to pay for them. Charts I and II respectively on the following page, project the City's equalized value and show the full faith and credit borrowing capacity of the City. Equalized valuation projections were made using two methods. The first projects the future valuation of the City using the average annual percentage of valuation growth experienced between 1998 and 2002. The second method projects the future valuation based upon the average annual increment between 1998 and 2002. This method is identified as the straight line method. Chart II projects the general obligation borrowing capacity of the City taking into account the straight line valuation projection and existing debt of the City. The chart demonstrates that the City is likely to have a general obligation capacity of $104,864,105 during the seven year implementation period of the District. In addition to general obligation bonds, the City can issue mortgage revenue bonds to be repaid from revenues of the sewer and/or water systems, including revenues paid by the City that represent service of the system to the City. There is no statutory nor constitutional limitation on the amount of revenue bonds that can be issued, however, water rates are controlled by the Wisconsin Public Service Commission and the City must demonstrate to bond underwriters its ability to repay revenue debt with the assigned rates. It is anticipated that special assessments may be levied to benefited properties to pay part of the water extension costs. The City can issue special assessment B bonds pledging revenues from special assessment installments to the extent assessment payments are outstanding. These bonds are not counted against he City's constitutional debt limit. The City also has the authority to issue Lease Revenue Bonds through a CDA should this financing vehicle be useful in accomplishing the objectives of the Plan. In addition to the issuance of General Obligation Bonds by the City, a CDA could issue obligations secured by lease payments to be made by the City. Such obligations would not be counted against the City’s general obligation debt limit Based on the economic characteristics and the financing resources of the City, all projects outlined in this project plan can be financed and are feasible. CHART I |----PERCENTAGE METHOD----| |--STRAIGHT LINE METHOD--| HISTORICAL DATA 1998 1,227,121,100 1998 1,227,121,100 1999 1,316,793,100 1999 1,316,793,100 2000 1,407,733,800 2000 1,407,733,800 2001 1,534,663,400 2001 1,534,663,400 2002 1,651,185,500 8.64% 2002 1,651,185,500 8.64% Straight Line Method Value Increment $106,016,100 PROJECTED VALUATIONS 2003 1,793,838,289 8.64% 2003 1,757,201,600 6.42% 2004 1,948,815,446 8.64% 2004 1,863,217,700 6.03% 2005 2,117,181,725 8.64% 2005 1,969,233,800 5.69% 2006 2,300,093,867 8.64% 2006 2,075,249,900 5.38% 2007 2,498,808,551 8.64% 2007 2,181,266,000 5.11% 2008 2,714,691,023 8.64% 2008 2,287,282,100 4.86% 2009 2,949,224,481 8.64% 2009 2,393,298,200 4.64% 2010 3,204,020,261 8.64% 2010 2,499,314,300 4.43% 2011 3,480,828,909 8.64% 2011 2,605,330,400 4.24% 5 Year Trend CHART II NET BUDGET EQUALIZED GROSS DEBT DEBT BORROWING YEAR VALUE LIMIT BALANCE CAPACITY 2003 1,651,185,500 82,559,275 18,260,693 64,298,582 2004 1,757,201,600 87,860,080 17,103,179 70,756,901 2005 1,863,217,700 93,160,885 15,634,452 77,526,433 2006 1,969,233,800 98,461,690 14,199,461 84,262,229 2007 2,075,249,900 103,762,495 12,698,154 91,064,341 2008 2,181,266,000 109,063,300 11,125,474 97,937,826 2009 2,287,282,100 114,364,105 9,500,000 104,864,105 2010 2,393,298,200 119,664,910 7,925,000 111,739,910 2011 2,499,314,300 124,965,715 6,375,000 118,590,715 2012 2,605,330,400 130,266,520 5,100,000 125,166,520 2013 2,711,346,500 135,567,325 4,300,000 131,267,325 2014 2,817,362,600 140,868,130 3,450,000 137,418,130 2015 2,923,378,700 146,168,935 2,575,000 143,593,935 2016 3,029,394,800 151,469,740 1,650,000 149,819,740 2017 3,135,410,900 156,770,545 700,000 156,070,545 2018 3,241,427,000 162,071,350 450,000 161,621,350 2019 3,347,443,100 167,372,155 200,000 167,172,155 2020 3,453,459,200 172,672,960 172,672,960 2021 3,559,475,300 177,973,765 177,973,765 5 PROJECTED REVENUE Exhibit 1 (page 7) estimates the TIF revenues that will be available to retire the debt incurred to finance project costs. Exhibit 2 (page 9) summarizes the District's cash position throughout its potential life. Exhibit I projects revenues sufficient to retire the debt proposed to finance all projects of the District. The pro forma is based on the following assumptions: ¾ The base value of the District is $19,707,800 ¾ Incremental tax base will be generated as of January 1 each year as follows: 2003 300,400 2004 6,875,000 2005 1,375,000 The new construction estimates are based on typical commercial buildings constructed on the vacant parcels within TID No. 9. The equalized tax rate in 2004 is projected to be $20.34 per thousand (the City’s current equalized rate). It is projected to remain constant throughout the pro forma. Valuations are projected to increase 1% each year because of inflation. City of Muskego TID #9 Tax Increment Forecast Base Value 19,707,800 Inflation Factor 1.00% Construction Valuation Revenue Inflation Value Valuation Tax Tax Year Year Year Increment Added Increment Rate Increment 1 2003 2004 2005 197,078 300,400 497,478 20.34 10,121 2 2004 2005 2006 202,053 6,875,000 7,574,531 20.34 154,101 3 2005 2006 2007 272,823 1,375,000 9,222,354 20.34 187,625 4 2006 2007 2008 289,302 9,511,656 20.34 193,511 5 2007 2008 2009 292,195 9,803,850 20.34 199,455 6 2008 2009 2010 295,117 10,098,967 20.34 205,460 7 2009 2010 2011 298,068 10,397,034 20.34 211,524 8 2010 2011 2012 301,048 10,698,083 20.34 217,648 9 2011 2012 2013 304,059 11,002,142 20.34 223,834 10 2012 2013 2014 307,099 11,309,241 20.34 230,082 11 2013 2014 2015 310,170 11,619,411 20.34 236,392 12 2014 2015 2016 313,272 11,932,683 20.34 242,766 13 2015 2016 2017 316,405 12,249,088 20.34 249,203 14 2016 2017 2018 319,569 12,568,657 20.34 255,704 15 2017 2018 2019 322,765 12,891,422 20.34 262,271 16 2018 2019 2020 325,992 13,217,414 20.34 268,903 17 2019 2020 2021 329,252 13,546,666 20.34 275,602 18 2020 2021 2022 332,545 13,879,211 20.34 282,367 19 2021 2022 2023 335,870 14,215,081 20.34 289,200 20 2022 2023 2024 339,229 14,554,310 20.34 296,102 21 2023 2024 2025 342,621 14,896,931 20.34 303,072 22 2024 2025 2026 346,047 15,242,978 20.34 310,112 23 2025 2026 2027 349,508 15,592,486 20.34 317,223 Totals 8,550,400 5,422,279 Present value at 5.5% 2,772,642 7 CASH FLOW The following pro forma (Exhibit 2) summarizes the District's cash position throughout its potential life. It shows revenues, expenses and balances by year. Revenues include tax increments from Exhibit 1, capitalized interest, and interest earned investing year-end balances. Expenditures represent payments for contract agreements with developers, and principal and interest payments on this District's share of debt issued to finance projects listed in the plan. The tentative proposed issues are identified as follows: Issue No. Year Description Amount 1 2003 CDA Bonds $1,850,000 Revenues anticipated will be sufficient to meet all obligations in a timely manner and produce an accumulated surplus by the year 2019. City of Muskego TID #9 Financing Plan Balance Projected Capitalized Interest Total Proposed Debt Principal Year TIF Revs Interest Earnings Revenues Annual Cumm Outstanding Principal Interest Total Balance Balance 2003 305,250 305,250 50,875 50,875 254,375 254,375 1,850,000 2004 10,175 10,175 101,750 101,750 (91,575) 162,800 1,850,000 2005 10,121 6,512 16,633 101,750 101,750 (85,117) 77,683 1,850,000 2006 154,101 3,107 157,208 30,000 101,750 131,750 25,458 103,141 1,820,000 2007 187,625 4,126 191,751 75,000 100,100 175,100 16,651 119,792 1,745,000 2008 193,511 4,792 198,303 85,000 95,975 180,975 17,328 137,120 1,660,000 2009 199,455 5,485 204,940 100,000 91,300 191,300 13,640 150,760 1,560,000 2010 205,460 6,030 211,490 100,000 85,800 185,800 25,690 176,450 1,460,000 2011 211,524 7,058 218,582 110,000 80,300 190,300 28,282 204,731 1,350,000 2012 217,648 8,189 225,838 120,000 74,250 194,250 31,588 236,319 1,230,000 2013 223,834 9,453 233,287 140,000 67,650 207,650 25,637 261,956 1,090,000 2014 230,082 10,478 240,560 150,000 59,950 209,950 30,610 292,566 940,000 2015 236,392 11,703 248,095 170,000 51,700 221,700 26,395 318,961 770,000 2016 242,766 12,758 255,524 180,000 42,350 222,350 33,174 352,136 590,000 2017 249,203 14,085 263,288 190,000 32,450 222,450 40,838 392,974 400,000 2018 255,704 15,719 271,423 200,000 22,000 222,000 49,423 442,397 200,000 2019 262,271 17,696 279,967 200,000 11,000 211,000 68,967 511,364 0 2020 268,903 20,455 289,358 0 0 289,358 800,722 0 2021 275,602 32,029 307,630 000 307,630 1,108,352 0 2022 282,367 44,334 326,701 000 326,701 1,435,053 0 2023 289,200 57,402 346,602 0 0 346,602 1,781,656 0 2024 296,102 71,266 367,368 0 0 367,368 2,149,024 0 2025 303,072 85,961 389,033 000 389,033 2,538,057 0 2026 310,112 101,522 411,635 411,635 2,949,692 0 2027 317,223 117,988 435,211 435,211 3,384,902 0 TOTAL 5,422,279 305,250 678,323 6,405,852 1,850,000 1,170,950 3,020,950 3,384,902 9 DETAILED LIST OF PROJECT COSTS This project plan is not meant to be a budget nor an appropriation of funds for specific projects, but a framework with which to manage projects. All costs included in the plan are estimates based on best information available. The City retains the right to delete projects or change the scope and/or timing of projects implemented as they are individually authorized by the City Council, without amending the plan. The total project costs detailed herein will not be exceeded without a Project Plan Amendment approved by the Joint Review Board, All costs are based on 2002 prices and are preliminary estimates. The City reserves the right to increase these costs to reflect inflationary increases and other uncontrollable circumstances between 2002 and the time of construction. The City also reserves the right to increase certain project costs to the extent others are reduced or not implemented, without amending the plan. The tax increment allocation is preliminary and is subject to adjustment based upon the implementation of the plan. PROPOSED TIF PROJECT ESTIMATES Water Main Extension $1,000,000 Underground Utility Wires $385,000 Property Acquisition Stormwater Management Pedestrian Paths / Sidewalks Landscaping Contingency Organization and Administration $138,500 Project Plan Tax Incremental District No. 9 City of Muskego, Wisconsin 10 A DESCRIPTION OF THE METHODS OF FINANCING AND THE TIME WHEN SUCH COSTS OR MONETARY OBLIGATIONS RELATED THERETO ARE TO BE INCURRED PLAN IMPLEMENTATION Projects identified will provide the anticipated services to the area. It is anticipated these improvements may be made over a seven year period. A reasonable and orderly sequence is outlined on the following page. However, public debt and expenditures should be made at the pace private development occurs to assure increment is sufficient to cover expenses. The order in which public improvements are made should be adjusted in accordance with development and execution of developer agreements. The City reserves the right to alter the implementation of this plan to accomplish this objective. Interest rates projected are based on current market conditions. Municipal interest rates are subject to constantly changing market conditions. In addition, other factors such as the loss of tax-exempt status of municipal bonds or broadening the purpose of future tax exempt bonds would affect market conditions. Actual interest expense will be determined once the methods of financing have been approved and securities issued. If financing as outlined in this plan proves unworkable, the City reserves the right to use alternate financing solutions for the projects as they are implemented. PROPOSED TIF PROJECT BORROWINGS Amount Water main extension 1,000,000 Underground Utility Wires 385,000 Contingency 138,500 Subtotal 1,523,500 Plus: Maximum Discount 23,125 Capitalized Interest 305,250 Finance and Legal Fees 20,000 Total Needed to Finance 1,871,875 Less: Funds on Hand 0 Interest Earnings (21,875) Total Financing 1,850,000 Project Plan Tax Incremental District No. 9 City of Muskego, Wisconsin 11 PROPOSED TIF PROJECT BORROWINGS CDA Bonds Issue No. 1 Proposed Maturity Schedule $1,850,000 The 2003 projects are anticipated to be financed with General Obligation Bonds to be issued under authority of Wisconsin Statutes Chapter 67. The interest rate used for this is 5.5%. YEAR PRINCIPAL INTEREST TOTAL 2003 50,875 50,850 2004 101,750 101,750 2005 101,750 101,750 2006 30,000 101,750 131,750 2007 75,000 100,100 175,100 2008 85,000 95,975 180,975 2009 100,000 91,300 191,300 2010 100,000 85,800 185,800 2011 110,000 80,300 190,300 2012 120,000 74,250 194,250 2013 140,000 67,650 207,650 2014 150,000 59,950 209,950 2015 170,000 51,700 221,700 2016 180,000 42,350 222,350 2017 190,000 32,450 222,450 2018 200,000 22,000 222,000 2019 200,000 11,000 211,000 TOTAL 1,850,000 C T H "L " HIDD EN CREEK DARTMOUTH GOLDEN D R . R O A D STREET CORNELL WE S TCOT T CIRCLE PUBLIC K O S O CIRCLE WOODLAND LAWND ALE PL A C E GL E N B R O O K SPRI NG B ROOKSIDE C OUN T R Y G O L D E N C T. D R . PLACE GARDEN DR I VE LA N E DR I V E TERRACE G A U L K E DOVER LN. CATALINA B E LMO NT C O U R T CATALINA DR. DURHAM BRENTWOOD D R . DR. S A N D Y C O U R T CORN ELL K N O L L DRIVE D R. DRIV E D R I V E TESS D R I V E COLLE GE C O R N E R S T E S S GAULKE COURT C T . SAYROYAN DU N S T A N CO U R T B R I S T L E C O N E CORNERS DR. S H E R W O O D C I R C L E BEDFORD SHERWOOD CLARENDON PLACE PARK H A L E P A R K B R I S T L E C O N E HALE CIR. C T . C O U R T SAY R O Y AN W A Y H E M M I N G HARD WICK F L E E T W O O D CIRCLE PLACE S H E R W O O D C I R C L E CONR AD ROAD CT F E N NIM O R E WINDSOR F E N N I M O R E CT. FE N N I M O R E LA N E L A N E ROAD R O A D CTH "HH" S A Y R O Y A N C I R . M O O R L A N D R O A D R O S M O O R L A N D E X T E N S I O N KIPLING DRIVE HALE PARK DR Map 1: Tax Increment District 9 Boundaries Legend TID Boundary Parcels Right-of-Way 0 1,250 2,500625 Feet ­ Area of Interest RE S T F U L L C T H "L " HIDDEN CREEK W O O D S D R I V E PILGRIM D R I V E COURT S E T T L E R SETTLER IN D I A N WAY DARTMOUTH GOLDEN D R . R O A D STREET CORNELL WESTCOTT CIRCLE PUBLIC K O SO CIRCLE WOODLAND LAWNDALE PL A C E GL E N B R O O K SPRING BROOKSIDE CO UNTRY G O L D E N C T. D R . PLACE GARDEN DRIVE LA N E DR I V E TERRACE G A U L K E DOVER LN. CATALINA BELMONT C O U R T CATALINA DR. DURHAM BRENTWOOD D R. DR. S A N D Y C O U R T CORNELL K N O L L DRIVE DR. DRIVE D R I V E TESS D R I V E COLLEGE C O R N E R S T E S S GAULKE COURT COURTLAND W AY C T . FA OXRD. C T. SAYRO YAN DU N S T A N CO U R T B R I S T L E C O N E CORNERS DR. S H E R W O O D C I R C L E BEDFORD SHE RW OOD CLARENDON PLACE PARK H A L E P A R K B R I S T L E C O N E HALE CIR. C T . C O U R T SAYROYAN W AY H E M M I N G HARDWICK FLEE TWOOD CIR CLE PLACE S H E R W O O D C I R C L E CONRAD ROAD CT F E N NIM O R E WINDSOR F E N N I M O R E CT. FE N N I M O R E LA N E L A N E ROAD R O A D CTH "HH" S A Y R O Y A N C I R . M A R T I N D R WESTFIELD WAY M A R T I N C T QUIETW OOD D R M O O R L A N D R O A D R O SE W O O D M O O R L A N D E X T E N S I O N KIPLING DRIVE HALE PARK DR C A N D L E W O O D L N W O O D D R APPLE WOO D LN KATHRYN C H E RR Y Map 3: Existing Land Use 0 1,250 2,500625 Feet Legend TID Boundary Right-of-Way Parcels Land Use Single Family Residential Retail and Service Recreation - Public Recreation - Private Manufacturing Multi-Family Residential Landfill and Extractive Operations Government, Institution, and Utility Agricultural and Open Space ­ C T H "L " H IDD EN CREE K DARTMOUTH GOLDEN D R . R O A D STREET CORNELL WE STC O TT CIRCLE PUBLIC K O S O CIRCLE WOODLAND LAWNDALE PL A C E GL E N B R O O K SPRING BROOKSIDE C OU NT R Y G O L D E N C T. D R . PLACE GARDEN DR IVE LA N E DR I V E TERRACE G A U L K E DOVER LN. CATALINA B E LMON T C O U R T CATALINA DR. DURHAM BRENTWOOD D R . DR. S A N D Y C O U R T CORN ELL K N O L L DRIVE DR. D R IVE D R I V E TESS D R I V E COLLEGE C O R N E R S T E S S GAULKE COURT C T . SAYROYAN DU N S T A N CO U R T B R I S T L E C O N E CORNERS DR. S H E R W O O D C I R C L E BEDFORD SHERWOOD CLARENDON PLACE PARK H A L E P A R K B R I S T L E C O N E HALE CIR. C T . C O U R T S A YROY A N W A Y H E M M I N G HAR DW ICK FL EE T W O O D C IR CLE PLACE S H E R W O O D C I R C L E CONRAD ROAD CT F E N NIM O R E WINDSOR F E N N I M O R E CT. FE N N I M O R E LA N E L A N E ROAD R O A D CTH "HH" S A Y R O Y A N C I R . M O O R L A N D R O A D R O S M O O R L A N D E X T E N S I O N KIPLING DRIVE HALE PARK DR Map 5: Proposed Utility Locations 0 1,100 2,200550 Feet ­Right-of-Way Parcels Water Main Proposed Water Main Existing Sanitary Main Existing Legend TID Boundary RE S T F U L L C T H "L " HIDDEN CREEK W O O D S D R I V E PILGRIM D R I V E COURT S E T T L E R SETTLER IN D I A N WAY DARTMOUTH GOLDEN D R . R O A D STREET CORNELL WESTCOTT CIRCLE PUBLIC K O SO CIRCLE WOODLAND LAWNDALE PL A C E GL E N B R O O K SPRING BROOKSIDE CO UNTRY G O L D E N C T. D R . PLACE GARDEN DRIVE LA N E DR I V E TERRACE G A U L K E DOVER LN. CATALINA BELMONT C O U R T CATALINA DR. DURHAM BRENTWOOD D R. DR. S A N D Y C O U R T CORNELL K N O L L DRIVE DR. DRIVE D R I V E TESS D R I V E COLLEGE C O R N E R S T E S S GAULKE COURT COURTLAND W AY C T . FA OXRD. C T. SAYRO YAN DU N S T A N CO U R T B R I S T L E C O N E CORNERS DR. S H E R W O O D C I R C L E BEDFORD SHE RW OOD CLARENDON PLACE PARK H A L E P A R K B R I S T L E C O N E HALE CIR. C T . C O U R T SAYROYAN W AY H E M M I N G HARDWICK FLEE TWOOD CIR CLE PLACE S H E R W O O D C I R C L E CONRAD ROAD CT F E N NIM O R E WINDSOR F E N N I M O R E CT. FE N N I M O R E LA N E L A N E ROAD R O A D CTH "HH" S A Y R O Y A N C I R . M A R T I N D R WESTFIELD WAY M A R T I N C T QUIETW OOD D R M O O R L A N D R O A D R O SE W O O D M O O R L A N D E X T E N S I O N KIPLING DRIVE HALE PARK DR C A N D L E W O O D L N W O O D D R APPLE WOO D LN KATHRYN C H E RR Y Map 6: 2010 Land Use 0 1,250 2,500625 Feet ­ Legend Right-of-Way Parcels 2010 Land Use Recreation - Private Recreation - Public Residential - Low Density Residential - Medium Density Residential - Medium Density Residential - High Density Commercial Commercial Business Park Industrial Govt. & Institution TID Boundary ­ PROPOSED CHANGES IN ZONING ORDINANCES The Planning Department staff is currently working with the Mayors Task Force on Economic Development to draft zoning district regulations which reflect the unique character of the Tess Corners neighborhood. This new District is preliminarily referred to as the HC-1 Tess Corners Historic Crossroads District. It is anticipated that the proposed district regulations and map amendments will be presented to the Plan Commission and Common Council in early 2003. In addition, it is anticipated that substantial modifications to Zoning Districts and Zoning Ordinance text will occur in conjunction with the City-wide repeal and recreation of the Municipal Zoning Code. The Zoning Code project is being researched concurrent with the drafting of this Plan; its implementation is anticipated to occur in late 2004 or early 2005. PROPOSED CHANGES IN MASTER PLAN, BUILDING CODES AND CITY ORDINANCES It is expected that this project plan will be complementary to the City's master plan. There are no proposed changes to the City’s building codes or other City ordinances for the implementation of this project plan. A LIST OF ESTIMATED NON-PROJECT COSTS Anticipated construction by private parties: $3,050,400 RELOCATION It is not anticipated there will be a need to relocate any persons or businesses in conjunction with this project plan. In the event relocation becomes necessary at some time during the implementation period, the City will take the following steps and actions. Before negotiations begin for the acquisition of property or easements, all property owners will be provided an informational pamphlet prepared by the Wisconsin Department of Commerce and if any person is to be displaced as a result of the acquisition, they will be given a pamphlet on "Relocation Rights". The City will provide each owner a full narrative appraisal, a map showing the owners of all property affected by the proposed project and a list of all or at least ten neighboring landowners to whom offers are being made. The City will file a relocation plan with the Department of Commerce and shall keep records as required in Wisconsin Statute Section 32.27. ORDERLY DEVELOPMENT OF THE CITY TID No. 9 contributes to the orderly development of the City by providing the opportunity for continued growth in tax base and aesthetics and residential character in a developed portion of the City. TID No. 9 will assist the City in the redevelopment along Janesville Road and will compliment the CDA Redevelopment Plan for Redevelopment District No. 1. PARCEL LIST TID 9 TAX KEY NUMBER NAME LAND IMPR TOTAL 2162.992 Hallada 54400 81300 135700 2162.993 Russ' 134100 120700 254800 2162.994 Bierer 70600 136100 206700 2162.996 Heritage Church exempt 2162.996.001 Heritage Church 29700 116000 145700 2162.997 Zillig 740000 3137400 3877400 2162.998 Katzner 68800 77800 146600 2162.999 Wanasek 161100 294900 456000 2162.999.001 Lincoln 148600 297400 446000 2165.972 St Pauls exempt 2165.973 Salentine 449000 1481400 1930400 2165.974 St Pauls exempt 2165.975 St Pauls exempt 2165.976 Schuster 97300 266700 364000 2165.977 Shanklin 56500 56500 2165.978 BioSource 77300 620800 698100 2165.982 Schaumberg deleted 2165.983 Schaumberg deleted 2165.984 Waukesha exempt 2165.984.001 Waukesha exempt 2165.985 Schaumberg, Paul 63100 196300 259400 2165.986 Smith 38100 122000 160100 2165.989.001 Schaumberg 61800 105500 167300 2165.989.002 City of Muskego exempt 2165.996.006 BioSource 11800 11800 2165.999 Kurth 55100 62700 117800 2167.007.006 Thelen 64000 1458300 1522300 2167.065 Augustine 38700 120400 159100 2167.066 Rader 38900 177800 216700 2167.067 Haupt 39900 144700 184600 2167.068 Peterson 40900 134000 174900 2167.993 Wollman 33500 77500 111000 2167.994 Wollman 37000 73900 110900 2167.995.007* Jewel Osco 118700 2167.995.010* Jewel Osco 100000 2167.995.011* Redman/Maciolek 310600 124200 2167.995.012* Redman/Maciolek 342000 194100 2167.995.013* Redman/Maciolek 263800 310600 2167.995.014* Redman/Maciolek 124200 342000 TID 9 TAX KEY NUMBER NAME LAND IMPR TOTAL 2167.995.015* Redman/Maciolek 194100 263800 2167.997 Bushberger 49600 189900 239500 2167.998 Atonement exempt 2167.999 Don Mgmt 224000 1176900 1400900 2168.961 TC School exempt 2168.963 Lamb 55500 64900 120400 2168.982 TC Fire exempt 2168.983 Ulfeng 36600 126800 163400 2168.984 Baas 45400 97800 143200 2168.985 Waukesha exempt 2168.986.001 Knapp 42900 126500 169400 2168.986.002 LeDoux 44100 100100 144200 2168.986.003 Yanko 43300 135200 178500 2168.987 Waukesha exempt 2168.988 Kirchoff 38200 93600 131800 2168.989 Smith 42900 94200 137100 2168.990 Mather 49500 89100 138600 2168.991 Cameron 33900 97000 130900 2168.992 Ciula 29400 89100 118500 2168.993 Smith 16300 113200 129500 2168.994 Bunchkowski 19100 120300 139400 2168.996 E&K Land 99800 244400 344200 2168.997 Kelsenberg 44000 71500 115500 2168.999 St Pauls exempt 2172.998 Bank One 121200 242200 363400 2172.998.002 Janesville Medical 284100 2007500 2291600 NEW BUSINESS ITEM #3: Recommendation Regarding Collateral for TID 8 Commercial Loan (Jewell) STAFF DISCUSSION The Common Council approved a loan and grant package for John Jewell back in 2014. The development package allowed Mr. Jewell to complete the development on the southwest corner of Janesville Road and Lannon Drive (picture herein). As part of the approvals the city allowed a low interest loan to support the development. The loan was approved for $100,000 at a 10 year term amortized over 20 yrs. A $50,000 letter of credit was secured as collateral for the loan along with a second mortgage position on the new building to be built. Mr. Jewell is requesting that the $50,000 letter of credit be waived by the city citing that there is now a substantial equity position in the now constructed commercial structure and property. The provided bank letter shows that the construction appraisal had a value on the building of $440,000 and the total value of the existing bank loan and existing city loan is at ~$338,189 (Bank: $241,683 / City: $97,506). This leaves the loan to value rat io at 76.86% or approximately $101,811 in equity above the mortgages. The equity is very substantial and in the event of a default it would appear that the existing equity would be enough to cover the city even in the secondary position. If Mr. Jewell de faulted, the best scenario would be that the bank would sell the property and any proceeds left over would be given to the city. Thus it's likely that the City could recover some or all of its investment. The risk though is that the bank is in control. If the bank chose to sell the property for less than the total indebtedness, the city could be left out. For all loans to commercial businesses the city has always taken a risk and been in a secondary position. When the city can we like to get letters of credit for at least 50% of a loan we might give which took place in this instance. However, the resultant equity position is more substantial than what we’ve seen in past loan scenarios. The risk seems fairly low in this scenario given that the equity above outstanding mortgages is over $100,000. The CDA will want to provide a recommendation to the Council regarding this scenario. NEW BUSINESS ITEM #4: Discussion and Possible Recommendation on Commercial Grant/Loan Programs Language STAFF DISCUSSION From time to time we have discussed the Commercial Grant and Loan programs along with the associated language and requirements found in the adopted procedures for each program. Staff has had a request from various Alderman that the CDA to discuss a couple item s regarding the programs and provide any recommendations they may see fit. In particular we should discuss on how to better regulate the programs to reduce the grants associated with maintenance related projects. This has been a bit of a struggle on what projects are determined as maintenance compared to new improvements to properties. At times we have a mix and each situation can of course be different. In all, we should discuss if some simple statements should be added to the programs that discuss makin g “general maintenance” projects ineligible OR that possibly a certain percentage of a proposed project could be considered maintenance as part of a grander overall grant. In the latter example we might possibly allow 25% or less of a proposed project to be maintenance. The two programs are attached for your reference for this discussion. 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 Loan Program Introduction In 2009, the City Of Muskego established the Commercial Building and Site Loan Program as administered by the Community Development Authority (CDA). These funds are intended to be used to improve properties and enhance the tax base within Redevelopment Districts (RD) No. 1 and 2. Businesses and property owners within the RD No. 1 and 2 are eligible for low-interest loans to finance business expansion or start-up projects. Loan funds that are repaid to the City will be used to assist other businesses within the RD No. 1 and 2. The purpose of this plan is to set forth the criteria for the financing that is available from the Program. The Façade Loan Program is relatively the same as the Façade Grant Program but is focused towards larger scaled projects. Purpose of the Economic Development Program The Program has been established to increase the tax base of RD No. 1 and 2 through the retention and expansion of existing, and the development of new, small businesses. Small- and medium-sized businesses often lack the necessary capital to develop or expand their operations, and, as such, this lack of capital has a significant impact on the local tax base. 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. Loan 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. The Program includes funding mechanisms and interest rates that are designed to encourage business development, while providing for the recapitalization and growth of the Program. Target Area The loan program is available to all Downtown Muskego businesses within Redevelopment Districts No. 1 and 2 (please refer to attached map). The Redevelopment District 1 and 2 areas has been found and declared a blighted area and specific properties within the RD No. 1 and 2 Plan boundaries are specifically discussed as blighted properties per Common Council Resolution. Eligible Applicants A. Buildings & Sites Loans 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. 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 City. 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). 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. Administration of the Program The monies in the Program shall be the property of the City of Muskego. Funding decisions, relative to Program applications, shall be made by the Common Council with recommendations from the CDA. The City Department of Community Development shall be responsible for day-to-day administration of the Program, with staff assistance provided by the Southeastern Wisconsin Regional Planning Commission (SEWRPC). Application Procedures Businesses that are interested in applying for Program financing should contact the Director of Community Development at W182 S8200 Racine Avenue, PO Box 749, Muskego, Wisconsin 53150-0749. A copy of the Program application and a list of the supporting documentation needed for each application are included as an attachment to this plan. Program Standards and Policies The following standards and policies will be utilized in the Program: 1. Funding Limits: The maximum amount of loans available for each applicant to the Program is $25,000. NOTE: While the loan amount stated above has a maximum of $25,000 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, those projects that are of a grander scale, projects that may set the tone for an area, projects that may be a catalyst for other redevelopments/developments in the area. 2. Private Sector Leverage Ratio: At least one dollar of private sector investment will be required for each dollar of City investment. Private sector investment is defined as financing from a private lending institution and/or cash equity that is contributed to the project by the applicant. 3. Community Benefits: Applicants must demonstrate tax base enhancement to be eligible for funding. In particular, Program monies contributed to a project must not exceed 30 percent of the existing fair market value of the property as reported by the City Assessor or an appraiser acceptable to the City. Applicants for funding must also demonstrate that the project will meet a public purpose, such as providing jobs, enhancing the tax base, enhancing the community in some way, or increasing tourism and consumer utilization within RD No. 1 and 2. 4. Design Standards: All applicants shall utilize Muskego Downtown Design Guidelines, Muskego General Design Guidelines, and Redevelopment Districts 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 Department of Community Development. 5. Eligible Activities: Activities eligible for funding through the Program include: 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. Construction of new buildings. C. Structural additions to existing buildings. D. Building demolition in cooperation with a re-build E. 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 6. Ineligible Activities: Activities not eligible for funding through the Program include: A. Roof repairs. B. Purchase of property and/or buildings. C. Equipment or Mechanical Systems. D. Interior fixtures & furnishings. E. Inventory or operating capital. 7. Standard Terms: Program loans will be provided with a maximum term of 10 years. The specific term for an individual borrower will be based on the useful life of the asset, as well as the terms offered by the private sector financial institution participating in the project. However, the City retains the right to adjust individual loan terms in order to facilitate a successful Program project. 8. Need Determination: Each applicant for Program monies must demonstrate that Program financing is necessary to make the project feasible. 9. Interest Rate: The interest rate on each loan shall be set at 50% of the prime rate as published in the Midwest Edition of the Wall Street Journal or 4 percent, whichever is less (Note: The range in interest rates is subject to change and is reviewed annually by the Muskego Community Development Authority). The interest rate shall be fixed for the term of the loan. 10. Deferral of Principal and Interest: The Program has the option of deferring principal and interest payments upon demonstration by the recipient business that a deferral is required to make the project feasible. The period of time for which a deferral can be provided will be negotiated with the City on a case-by-case basis. Interest will accrue during the deferral period or be cancelled at the discretion of the City. 11. Prepayment: There shall be no prepayment penalties. 12. Equity Requirements: The Program may require an equity injection for each loan, when appropriate. Consideration will be given for individuals that have made substantial equity commitments to the applicant business, as well as to individuals who do not have sufficient financial resources to contribute to the project. 13. Collateral Requirements: Each Program loan will include a financing agreement between the City and recipient business that details the terms and conditions of the Program financing, along with supporting collateral documents, if needed. In addition, the City may require performance bonding when deemed necessary to protect the City's interest in the project. Collateral requirements will be determined on an individual basis by the City and may include mortgages on land and buildings. This collateral may be subordinated to private sector financial institutions participating in the Program project, if required. Personal guarantees from the principals of the business will be required. In addition, junior liens on all business assets may be used where appropriate. Finally, loan recipients will be required to obtain property-casualty insurance for the appraised value of the property being financed, and have the City listed as an additional insured on the policy. 14. Application Fee: The City shall require a loan application fee of one-half percent (0.5%) of the loan amount, with a $50 minimum and a $200 maximum. All loan application fees shall be identified as program income and deposited in the loan account prior to being used to finance administrative costs associated with the program. These costs include, but are not limited to: application packaging, appraisals, environmental studies, soil borings, and other consultant studies deemed necessary by the City to provide approval for the requested funding. These costs are the responsibility of the applicant, and, if the requested financing is approved, the costs may be financed with proceeds from the Program. The City reserves the right to waive or reduce this application fee. 15. Financing Origination Fees: The City shall require a loan origination fee of $50 or 0.5% of the loan amount, whichever is greater. In addition, the City shall require the applicant to pay 30 percent of the legal fees and costs incurred by the City for the loan closing. The fees may be added to the principal amount of the loan and paid with Program funds. 16. Availability of Funds: Available funding for the Program will be established by the City on an annual basis. In those instances where the number of requests for Program monies exceeds available funding, Program applications will be prioritized based upon the date of receipt of all requested application materials, the community benefit, and the amount of private sector leverage that is included in the project. When feasible, the amount of Program monies contributed to each project will be reduced in order to facilitate as many Program requests as possible. 17. Project Completion Date: All Program projects must be initiated within 12 months following approval of the financing application and completed within two years following approval of the financing application. The City may provide extensions beyond the time limit, if warranted, upon the request of the applicant. 18. Additional Requirements: All Program financed activities must: a) Conform with the RD No. 1 or 2 Project Plan, the City Of Muskego Comprehensive Plan, and all supporting policy documents; b) Have the applicant retain ownership for sufficient time to complete the project, stabilize its occupancy, and establish project management; c) Comply with all applicable policies, rules, codes, regulations, and statutes of the City and State. 19. Review Process: Specific steps in the review process include the following: A. Project Application. SEWRPC staff shall review the application for completeness and verify that the proposed project meets the minimum requirements provided herein. If the application is not complete, SEWRPC staff will inform the applicant of the deficiencies. A complete application, as determined by SEWRPC staff, must be received no less than 20 days prior to a scheduled Community Development Authority meeting in order to be available for discussion for that CDA meeting. B. Initial Review. The CDA shall meet to review an application within 45 days of the receipt of a completed application. A recommendation for funding shall be forwarded to the Common Council for a final funding determination. C. Notice of Award. Upon acceptance by the Common Council, SEWRPC staff shall contact the business to review and explain the loan terms and to schedule a closing to execute the necessary loan documents. D. Rejection of Award. If the application is not approved, SEWRPC staff shall notify the applicant in writing of the reasons for the rejection and offer to meet with the applicant to explore ways to strengthen the loan request or to identify alternative funding sources. Note: 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. 20. City Considerations: Below is a list of some of the criteria the CDA and Common Council may consider in the review of a loan at a public meeting in open or closed session. Further eligibility requirements are found elsewhere in this manual. No one particular item will unduly advance or disqualify your application. The City looks at the full picture when choosing its recipients. A. Amount of the loan request. B. Eligibility of activities the loan is requested for. C. Personal financial information (Note: Submission of personal financial information may require the City go into closed session to keep this information private and available only to the City and SEWRPC. When reviewing any loan application, the potential for going into closed session will be noted on that evening's agenda so as not to postpone your application process. Providing for the possibility of a closed session on the agenda does not guarantee a closed session will be necessary.). D. Application completeness. E. Past approval of loans or grants for the property F. If sufficient time was allowed for the Authority or Council to review the application. G. Necessity of requested loan. ONGOING BUSINESS ITEM #1: Tess Corners Redevelopment District (#1) Implementation STAFF DISCUSSION -A new development, Tess Corners Auto, has been proposed to redevelop the northwest corner of Janesville Road and Tess Corners Drive. The development is currently pending while the developer works out some floodplain issues. When complete, the proposed development should redefine the corner in the Tess Corners area by providing a quality building and clean look to the corner that has been vacant for a long time. -Muskego Storage, which is located along Tess Corners Drive in the Tess Corners Business Park, received approvals for adding three (3) more storage buildings to their property recently. -The redefining of the former Lincoln Pointe Center, now the Lakepoint Center, has been completed over the winter. The area has been redefined by the Lakepoint Church with a full redevelopment and repainting of the overall s tructure and new signage. ONGOING BUSINESS ITEM #2: Downtown Redevelopment District (#2) Implementation STAFF DISCUSSION Old Shell Gas Station Frontage Beautification Efforts: Staff will be continuing the beautification efforts on this corner of property in the Muskego downtown. The asphalt will be remediated with concrete and ornamental planters will be installed alter this spring. Pioneer Drive Property: The city is still working out the Public Works garage improvements this spring. Once complete we will have a chance to discuss a future development request for proposals for the old parks maintenance building along Pioneer Drive. TID #11: We will discuss the proposed TID and future rezoning as part of the resolution above. ONGOING BUSINESS ITEM #3: Muskego Business Park Redevelopment District (#3) Implementation STAFF DISCUSSION -The business Tollefsen Steel recently received approvals to add a 9,000 square foot structure to expand their business capabilities. -Staff will be looking to start another round of retention surveys for the business park in the coming months. -City staff is still working on finalizing the Public Works building/property expansion that is in the center of the Muskego Business Park. 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 -Mayor and Jeff have had a couple recent tours of area businesses including Spectrum Resources and elive. -A wealth of new businesses have been added to our GoMuskego contact list that we know have been searching for locations in the southeastern WI and northern Illinois area . Staff will be sending letters to these businesses offering them possible locations in Muskego as well as incentives we might be able to offer in each given area. -A major recommendation of the Marketing Plan is to leverage the city’s TIF ability. The other items on the agenda tonight are a good example of following thru with those recomm endations. MISC. BUSINESS ITEM #1: Redevelopment District Development & Other Miscellaneous Information Updates -None other than those provided above. MISC. BUSINESS ITEM #2: Next Meeting Date Tuesday May 17th at 6 pm unless an earlier date is required. Approximate CDA Budgets 2011 Budget Existing Supplies and Expenses $500 Professional Services $3000 Attorney $5000 Property Sale Balance $91,000 Existing RLF Fund Balance: ~$230,000 Existing RD #3 Balance: $52,248.03 TIF Residual Balance: ~$634,000 TIF 8 Balance: ~$276,000