EDA Agenda 06-13-2018 (Workshop Meeting)AGENDA
WORKSHOP MEETING - ECONOMIC DEVELOPMENT AUTHORITY (EDA)
Wednesday, June 13th, 2018 — 4:30 p.m.
Mississippi Room, Monticello Community Center
Commissioners: President Steve Johnson, Vice President Bill Tapper, Treasurer Jon
Morphew, Tracy Hinz, 011ie Koropchak-White and Councilmembers Lloyd Hilgart and Jim
Davidson
Staff: Executive Director Jim Thares, Jeff O'Neill, Angela Schumann, Wayne Oberg and Jacob
Thunander
1. Call to Order
2. Roll Call
3. Consideration of additional agenda items
4. Discussion of proposed fa�ade loan grant program
5. Buxton marketing/recruitment proposal
6. Adj ourn
EDA Agenda - 06/13/18
WORKSHOP: Consideration to establish a Downtown Fa�ade Improvement
Loan & Si�na�e, Awnin� & Fronta�e nilot nro�ram and to adont Downtown
Loan Guidelines. (AS/JT)
A. REFERENCE & BACKGROUND
The EDA held a workshop walking tour on June 4th, 2018 for the purpose of gaining
additional insight for the preparation of guidelines for loan programs which
downtown assist business and property owners with building improvements. The
workshop is a follow-up to support formal feedback to further refine the proposed
program guidelines.
Key items the EDA may wish to revise within the proposed guidelines based on the
walking tour comments:
• Geographic area of eligibility
• Limitations on location and allowable building improvements (front fa�ade,
types of improvements)
• Requirements for architectural review, including signage
The EDA previously reviewed the proposed guidelines in a workshop on April 11,
2018 and at their regular meeting in May. As a result of the initial review, the
proposed building improvement program was split into two separate loan/grant
programs - one program targeted to more e�tensive e�terior fa�ade improvements
and a second program targeted toward minor e�terior signage and frontage elements.
Both sets of draft guidelines have been forwarded to the City Attorney for review and
include her comments.
A summary of the outcomes of the meetings held with property and business owners in
two lunch and learn sessions in February of this year is included for EDA reference.
The EDA also directed staff to request an estimate/scope for architectural consultation
with Cuningham Group in order to maintain consistency with Downtown Small Area
Plan and to provide a foundation for final contracted work Cuningham estimates a not-
to-exceed amount of $2,000 per building for this service. As such, the current draft
guidelines includes language requiring the architectural consultation only on projects of
$7,000 or more. Staff has also adjusted the guideline language to require repayment for
architectural services if for any reason the project does not proceed.
If adopted by the EDA, the program would be marketed to downtown property owners
first with a program brochure. Upon expressed interest, staff will arrange a meeting to
review the guidelines and architectural improvements guide (being prepared by the
Cuningham Group) and to discuss potential projects with applicants. At the time the
prospective applicant is ready to proceed, staff will work with the applicant on timing of
EDA Agenda - 06/13/18
consultation with Cuningham and contractor quotes. Staff will also engage the City's
contracted arts consultant Sue Seeger on projects as her time and budget allows.
The impetus for the development of the program can be found in the adopted Monticello
Downtown Small Area study, which cites as an implementation strategy the
"establishment of a facade improvement program that offers financial support for
investments that improve the visual appearance of buildings and district identity."
Further, in the joint Downtown Small Area Study Implementation workshop held by
City policy boards in November, the group cited the implementation of such a program
as one of the highest ranked priorities for accomplishment. Staff attempted to balance a
program which will attract participation, while protecting the EDA's interests in
financial accountability and achievement of project goals.
Al. Staff Impact: Staff time estimated at 30-35 hours has been spent in preparing the
proposed guidelines, including staff time in coordinating the downtown luncheons.
Moving forward, staff estimates 100 hours of time commitment to the program, based on
a pilot loan program resulting in 5 loans. This includes marketing, meetings and
administration. The EDA's attorney has been consulted for guideline review and will
assist in developing loan agreement and application review as necessary.
A2. Budget Impact: The Finance Director recommends that the funds for the pilot
program come from TIF 1-6. The pilot program for the building elevations $200,000 in
loan expenditures and is first come, first served. Staff would further estimate $20,000 in
fees from Cuningham and Kennedy & Graven for development of the renderings and
legal loan documents. Staff intends to work with Kennedy & Graven to develop a
template loan agreement which can streamline the document process for loans.
A3. Strategic Plan Impact: The proposed program meets the following Strategic Plan
Goals:
• Create and Preserve Sustainable Livability: Implements a program to
beautify the downtown's existing commercial buildings.
• Strengthen Our Image as a Destination: Supports enhancements to the
downtown commercial core in support of Monticello as a place to visit and
explore.
• Support a Vibrant Economy: Establishes a financial resource for e�sting
property and business owners to utilize for economic reinvestment in downtown.
B. ALTERNATIVE ACTIONS
Staff is seeking additional direction at this time. No formal motion is required.
C. STAFF RECOMN�NDATION
None.
�
EDA Agenda - 06/13/18
D. SUPPORTING DATA
A. Draft Downtown Fa�ade Improvements Loan Guidelines
B. Draft Downtown Facade Improvements Loan Application
C. Draft Downtown Signage, Awning & Frontage Loan Guidelines
D. Downtown Business/Property Owner Meeting Summary
E. Cuningham Group Architectural Services Estimate
F. Implementation Workshop Summary
e�TY oF
.
���
QI1 1C� a
MONTICELLO ECONOMIC DEVELOPMENT AUTHORITY
DOWNTOWN FA�ADE IMPROVEMENT LOAN PROGRAM GUIDELINES
POLICY PURPOSE
The City of Monticello Economic Development Authority ("EDA") recognizes the need to
encourage investment in commercial and retail buildings in the downtown area in order to
maintain the economic viability of the City and in the Downtown/Central Community
District. Consequently, the purpose of this loan program is to provide low-interest, forgivable
loans to encourage commercial and retail business owners in the Downtown/Central
Community District to improve the fa�ade and frontage of their existing buildings.
ELIGIBLE BUSINESSES
Any commercial property located within the geographic area illustrated in Exhibit A of these
guidelines may be eligible for a Downtown Fa�ade Improvement Loan ("Loan") as further
defined herein. Only principal use structures are eligible for the program.
LOAN FUND TERMS & CONDITIONS � � �
Loan Structure
The Loan will be structured as a five-year deferred loan (grant). No loan payments are paid
during the term unless the building is sold. If the building is retained in original ownership for
a period of five years, the Loan is forgiven in its entirety. If the building benefiting from the
improvements is sold during the term of the Loan, a pro-rated portion of the Loan must be
repaid at a rate of 20% forgiven each year.
The borrower must provide 5% or more of project cost, in cash, not equity.
Downtown Fa�ade Improvement Loans shall be structured as direct loans unless otherwise
approved by the EDA. If a participation loan is requested, an agreement will be signed by the
borrower, primary lender and the EDA.
Repayment or Call of Loan
A Loan shall become due and payable based on the pro-rated portion remaining, as described
above, if a building is sold prior to the maturity date of the Loan. Amount is payable at closing
of the sale of the property.
1��`����;
Eligibility Requirements
The Loan applicant need not own the commercial property, but if a tenant applies for a Loan,
the owner of the commercial property must be a co-signatory to the application and Loan
agreement.
The property owner must carry current property insurance both at the time of application and
through completion of approved Loan improvements.
Property taxes on the subject site must be current for the duration of the Loan. A prorated Loan
amount may be assessed to the property if the property become subject to tax forfeiture.
Applicants are not eligible to receive funding if the property to be rehabilitated is in default of
property mortgage, contract for deed or comparable obligation. An applicant is ineligible to
receive assistance if currently involved in bankruptcy proceedings.
Applicants may apply for only one Loan per building. �
Simultaneous Loans
The simultaneous use of different EDA loan programs by any one borrower or for any one
project is permitted. Business subsidy agreements may be required.
Permitted Loan Uses
See Exhibit B of these guidelines for a visual reference on permitted fund uses.
Exterior renovation of front, corner side, and/or rear of principal use retail or commercial
buildings, including windows, doors, siding, brick, stucco, masonry, painting, steps,
cornices, parapets, shutters, dormers, roofing or structural roof components. Interior side
renovation proposals may be considered on a case-by-case basis.
2. Exterior improvements such as awnings, canopies, wall or projecting signage (not including
digital signage).
3. Physical site landscaping improvements on the property; temporary installations ineligible.
At a minimum, 85% of Loan dollars must be used for the improvement of the building fa�ade
per item #1 of "Permitted Loan Uses'.
No more than 50% of the Loan may be used for replacement of doors and windows with
exceptions to be considered by the EDA based on the architectural rendering.
The cost of the building and/or sign permit for the approved Loan project will be included in the
final Loan amount.
2�;`����;
Loan Amount and Requirement
Loans may be made in an amount ranging from $2,500-$50,000.
An architectural rendering supplied and paid for by the City is required for use in determining
final scope of work in consultation with applicant and the applicant's selected contractor for
any projects exceeding $7,000. The cost of the rendering shall not be included in the Loan
amount. Architectural renderings will be prepared after application, but prior to EDA review
of the full application for consideration.
The applicant will work with contractor to define final selected improvements using the
rendering as a guide. The architectural rendering with final selected improvements must be
reviewed and approved by the EDA and will be included in final Loan documentation. The
improvements must be completed in substantial conformity to the approved architectural
rendering.
CONSTRUCTION AND IMPROVEMENTS CODE COMPLIANCE
All buildings for which public funds will be used within this program are to be brought into
conformity with city ordinances and state building codes in effect for the area in which the
building is located. It is the intent of the Downtown Fa�ade Improvement Loan Program to
comply with the Cit�s building standards for the Downtown/Central Community District
(CCD). Please refer to the City's Downtown Small Area Plan and zoning ordinance for complete
details as it relates to the standards governing this program's design guidelines.
LOAN SECURITY AND GUARANTEES
Applicant must demonstrate the financial means to repay the Loan, as determined by the EDA.
In addition to the Loan agreement, the EDA may require additional agreements to be signed by
the borrower (i.e. security agreement, personal guarantees, business subsidy agreement).
TIMING OF PROJECT EXPENSES
No project may commence until the EDA has approved the Loan application and the Loan
agreement and any required securities are of record. Any costs incurred prior to execution of
the Loan agreement are not eligible expenditures.
No building construction may commence until the required city permits are secured.
Closing of the Loan should be simultaneous with the borrower's primary funding, if applicable.
Loan disbursements shall be as provided for within the Loan agreement and shall be made
directly to the lessee/owner's contractor. Loan agreement shall reference final contacts for
improvements.
3�';`����;
COMMUNICATION
Success of the project depends on the completeness of applications and good communication
between all parties. Applicants should feel free to reach out to EDA staff with any questions at
any time.
PROCEDURAL GUIDELINES FOR APPLICATION AND APPROVAL
The applicant shall meet with city staff to obtain information about the Loan program, discuss
the project, and obtain application forms.
The applicant shall complete and submit an application to the city, along with a$50 application
fee. The fee is used to cover processing expenses.
Applications will be received and reviewed on a first-come, first-served basis from the time of
submission of a complete application The EDA has allocated a maximum of $200,000 for the
initial Loan program.
An application inspection of the building may be required. ' �
The EDA is a governmental entity and as such must provide public access to public data it
receives. Data deemed by Applicant to be nonpublic data under State law should be so
designated or marked by Applicant. See Minnesota Statutes, Section 13.591, Subd. 1 and 2.
The application will be reviewed by EDA staff to determine if it conforms to all city policies and
ordinances and to consider the following:
1. Staff will complete a preliminary application review and may consult with the EDA's
Financial Advisor and/or EDA Attorney in preparing report for EDA consideration.
2. Staff will evaluate the project application in terms of the following:
a. Project Design - Evaluation of project design will include review of
proposed activities, project construction and renovation plans including architectural
rendering and final building elevations detailing selected improvements, time lines
and a capacity to implement the project.
b. Financial Feasibility - Availability of funds, private involvement, financial
packaging and cost effectiveness, and bid-quote submissions.
c. Appropriate ratio of private funds to Loan funds.
d. Evidence of applicant's ability to meet the 5% equity requirements.
e. Letter of Commitment from other financing sources stating terms and conditions
of their participation in the project, if applicable.
f. All other information as required in the application and/or additional
information as may be requested by the Economic Development staff.
g. Project compliance with all city codes and policies.
The EDA Commissioners will review each application in terms of:
4�';`��� �;
a Its consistency with the goals of the city's Comprehensive Plan and Downtown
Small Area Study.
b. Whether it is desirable and in the best interests of the public to provide funding
for the project.
c. The project's overall impact on the community's economy.
4. The EDA Commissioners will approve or deny the application, or request a
resubmission with clarifications.
LOAN POLICY REVIEW
The above criteria will be reviewed on an annual basis to ensure that the policies reflected in
this document are consistent with the economic development goals set forth by the city.
RIGHT OF REFUSAL
The EDA may deny any application if it is found not consistent with the goals of the city's
Comprehensive Plan and Downtown Small Area Study, the project's overall impact on the
community's economy, and the above criteria.
COMPLIANCE WITH BUSINESS SUBSIDY LAW
All developers/businesses receiving financial assistance from the City of Monticello EDA shall
be subject to the City's Business Subsidy Policy as amended, and the provisions and
requirements set forth under Minnesota Statutes, Sections 116J.993 to 116J.995.
AGREEMENT TO PAY COSTS OF REVIEW
It is the policy of the City of Monticello and the EDA to require applicants to pay costs incurred
by the City or EDA in reviewing and acting upon applications, so that these costs are not borne
by the taxpayers of the City. These costs include all of the City's or EDA's out-of-pocket costs
for expenses, including the City's or EDA's costs for review of the application by the City's or
EDA's Financial Advisor and Attorney, or other consultants, recording fees, and necessary
publication costs. Payment for costs will be required whether the application is approved or
denied. Loan program expenses beyond the application fee will be capped at $500 and may be
included in the final Loan amount if not paid in cash at the time of Loan closing. Costs incurred
above the application fee will be invoiced if not paid at the time of Loan closing, and payment
will be due within thirty (30) days. The cost of the architectural rendering for projects above
$7,000 will be invoiced in an actual cost not to exceed amount if the proposed project does not
proceed. Costs not paid will be assessed to the property.
LOAN AGREEMENT
If the application for a Loan is approved, the applicant and property owner will be required to
enter into a Loan agreement to proceed. The agreement will specify the terms and conditions of
the Loan as identified herein. A security agreement or subordinate mortgage may also be
required.
5�';`����;
DISBURSEMENT OF LOAN FUNDS
Upon approval of a Loan application, applicants are required to provide executed contracts for
work per the approved Loan plans. Contracts shall be per the procedures and requirements
herein.
Loan funds will be disbursed to the contractor based on completion of work as outlined below.
The Cit�s Chief Building Official will verify completion of work. Upon verification of
completion, payment will be dispersed per contract amount for the work completed.
PROJECT CONTRACTOR PROCEDURES AND REQUIREMENTS
A. PARTICIPATING CONTRACTORS: All contractors participating in the
Downtown Fa�ade Improvement Loan Program must have a contractor's
license on file with the Minnesota Department of Labor and Industry. The
contractors will be responsible for securing insurance of the amounts specified
on the application form. The application must contain proof of insurance
coverage via a Certification of Insurance Coverage, and the contractor's
registration number.
B. BID/QUOTE SOLICITATION: To participate in the Downtown Fa�ade
Improvement Loan Program, the applicant must solicit bids or quotes from at
least two vendors. An applicant is free to choose any contractor, provided the
license requirements are met and the cost differential in the quotes received
does not exceed 20%.
C. CONTRACTOR CONTRACT: The contract for work is between the property
owner (applicant) and the contractor. Each selected contractor will enter into a
contract with the property owner. The contract will outline the terms for
completion of the rehabilitation on the project and will include the following:
1. Scope of Work
2. Project Start Date;
3. Project Completion Date;
4. General Conditions;
5. Building Elevations and Architectural Drawings;
6. Special Conditions;
7. Project Warranties;
8. Change Order Procedures;
9. Payment Terms;
10. Termination Procedures.
D. FAILURE TO START/COMPLETE PROJECT: Upon approval of the Loan
agreement, the applicant and selected contractor will have 180 calendar days in
which to complete the contracted work. Failure to begin work within the first
60 days will be grounds to terminate the Loan agreement. The 180-day time
period shall not be exceeded except through the issuance of a change order.
6� �`����;
E. PAYMENT PROCEDURES: All contractors will agree to the payment schedule,
which is as follows:
1. No pre-payments by the EDA are allowable for any reason.
2. Lien waivers are required for all contractors and sub-contractors before
payment will be made.
3. Final payment for all work completed, including any retainage amounts,
will be made after all work by a contractor is completed, the final
inspection has been conducted and the Chief Building Official, property
owner, and contractor have signed off on the work.
F. CHANGE ORDERS: Change orders to the approved Loan project require the
approval of the EDA. Change orders will be allowed only for the following
reasons:
1. To rectify hidden deficiencies that are discovered once the work has begun.
2. To change a specification due to unforeseen difficulties arising after work
has begun.
3. To address a deficiency that was inadvertently dropped from the project
during project packaging.
4. To change completion dates. �
PROJECT COMPLETION
The city's Chief Building Official will complete a final project inspection and issue a Certificate
of Completion verifying project completion per the approved Loan plans.
7� ir3ge
EXHIBIT A
Geographic Program Limits
8�;r3ge
EXHIBIT B
Permitted Fund Uses — Visual Reference
9� ir3ge
�- � ti , `� � +r r �� -. *r
� -� -�'�" ��� ��� :�"`".;. ���'.,,� � �
- / � �� � �~ �" _ '� ' �
� ,��,�•- �/� ��
. �i �� � � � -Y 'R� '����� . f� � p
..�« �+ ������ �i1� ��-{ ���_i� G
-� � � �. �, �� .�, � i� � f .,
�- =-� � � �' � �t � f #• � �' '
�'�, ti . t �,I;I ' �` -� k � +'�� �' `�<_�"
„- � „- �r�- �-w . � ; ,�� .�
«� +I! �,� - � ,.�a.� ,•s_ t
� � ` ia .��*� �R�. � `„i+' y' ♦ �! ��
,� ; "' �'�^.. �� �"�„ /d`�. ""
r �
� ",' � w� ' .;� %_�_� � �j • �.�w � �$"� �' ; � �,�, �,
,�.�` �. '� �' � .1� � � � �"� � ' "� ��-
.-r. ry�'� ��''�'w. F�A�� �._,c � �/ � �� � i!44
. .`.
�"�`'� � � + �.:
.�/ � '�����-�'•�' ` � '.' ���` y, -
�. , � ,y� j
��� / . ��-' --�" ��'« �_. � ih, / �� • ��, ,•�
,
.
r
�. �',� ''-�.�R.,� � �' ,� 1 ''���*!�',
, � �`� � �' �'�` � � � � - ���'�
+�; . �, � . �«r,� � � * ='� � � �. # _ ��r
r L ` '� +r, � �r'::�* r ' �d„ � � .
r .- r. � •? � h �;� q•�. � � ,�. a�
� ;w,i
� .,� �, , �. �.
�
.y�. -, , : � �: .
. ���� .�'...a; � . `l� �*, �, � f • �� � � % � � �
`''"�rr� � , �
�, -. y :� : ,
�y' • ` � ��` � +� t � r `°� _ ` b` �� r � ry � fi ° r�� f ' �" : �+y�
„R � � � I� `��' ' � �'� .,
� � � ,�r�, � �~�' � �, . `' � '� `' �� � � ��,��,*�
I'--,i �` , # '�'' .
� �i : � .
s, � � - ►'�� '` '`{ f ��.R� - . �#��� e� � �
I ti:� • {�
� � . .j�
�.. y � � f � '! �4�i+�'.� t
Cl) � �t � � f - �'' � �"'- ���
- � w " � " � - � '� r.
!
`'� � ,, , � , . .,` r�F - � ..
_ Y � . . , F ' ! � �•�� "�' � � ��`
� r ,�
y +� ° �r- ,c�'..-_ ^k �"�' �'- r= �P ,� .. .
�—�--.�. � �� i�� t� +m. � . ��' � r � s �
� ��jlra "'` �" f�s !. t �,_ � � . � f � _ �. � .
A.
�+�f� �� w '� _ % r � ��ii.. .�-� 'f ��
� . : � +�- �� � � _ { . .. �, � r[r, i „ � scs _`�� � r � . # � �Y
F"_1 �` ��'�! � � . t� dl, �,r � �iEr �t R' f° � �
�` � �''_ `; . i � r r '� I ,_
. . �s ,�/ :.� �
�, � � �
� :. � � . - t � �,_, . - • `° }.�
��.P � Gy ti. � '��'�}-� � I'�"• � '� �� % ;&
s �► _ . . 4 ry� . - ' r �
C�s' _ . `� //. �j�� (k �►� �r�.. �11 � r �_. ►. i�Jif..+ `:
`� �'� ��'� ; � � �` `�J •'�
. �, +, ���
t���► - -� . ' , �_ �� , .., � .
, �, �`: ` , , " � ` � -
.�, :,� ,t
�, � , I `� � �` � �"�t � . ,� t -. � �
F r , ��
i ty i �. � 4i � �
�. : ��� .. �f��+;' `� � ��� f #F � � � •�+ c L
+' 'w`t. ..JF�,� - �j,, $Y.`.�11�r, � . �jf .� � �.�
.. � � �'��'� a_ ,�i .,•�,�„., ��� r'
r! � a J `; H
,� ��� �,��. ���� ,�.� �, � � � _ �_ �
_ � .,, �.��� ���
( � r :,. Y I
.
�
,� 41� • , �� �`_ f t yy� w'y. K
., `+s — ;� . —, i[ ,� r � r �r
� �': � '-r �� e ` `� r�;,.
' � �sa. � i
` � `*�� � ��` y,� ,c*� ' � �j� - �''�1
:� � '� -� ■ -• �. i
� ' � �3. ,� ,�' � � ` '�"9a:. �'�.i. - "y ' � �
� � • � ;'� � • i�....' ��Y� JY °{i�� �• ��F�� � ��'��
� � � �`_ �s.� � � •.� �C1 � �� 1' '°�' �* �"'�'. .x
��� � . i� � � .,P : A � 1�!
����3 � ��� � � � � •e ..'� , � '�.. t �i� ` � DR .
� .--y�; � � �= . � Y � �
� �. �.�;�" "", ,� �"c- ''�� L J e�° -..�'C�, .�" � , �
�"°` . -�`��.,'t, � . , ; ,.
.
`=''� � ��` �� � ` s - _ =� ` .
� ' '�' � �'�``�� �►r � f �'�;! ,�" � � �' .
_. •� ���1�. .: � . ��.. _ � _ �� _ -�
�
�
c
�
O
�
U
�
�
m
� c� r}• c�r
-� Ilr��r��lce�la
1. CONTACT INFORMATION
Legal Name of Business:
Project Site Address:
City / State / Zip:
Contact Person(s):
Business Phone:
Home Phone:
Check One:
Federal ID #
Property Owner:
� Proprietor
2. PROJECT GOALS
MONTICELLO EDA
DOWNTOWN FACADE IMPROVEMENT
LOAN FUND APPLICATION
Please give a brief suininary of the project:
Email:
� Corporation
State ID #
� Partnership
Please describe how the proposed project will positively impact the city's
downtown/Central Community District:]
1�fs<��,��
3. LOAN REQUEST
Amount Requested: $ __
4. FINANCING
Total Project Cost: $
Project Costs
Exterior renovation of retail or commercial
buildings, including windows, doors, siding,
brick, stucco, masonry, painting, steps, parapets,
roofing or structural roof components.
Exterior improvements such as awnings,
canopies, wall or projecting signage (not
including digital signage), and shutters.
Physical landscaping improvements
Total Costs
Comments:
Pro�osed Fundin� Sources
Bank Loan
Private Fund Commitment
Applicant Commitment
Other:
Total Financing:
$
$
$
$
$
� �
5. PROJECT CONTACTS (Lenders, �rivate fundin� source, �artners, etc...)
2�f�t��,t�
Name
Address
Phone/Email:
Name
Address
Phone/Email:
ATTACHMENTS CHECK LIST
Please attach the following:
A) Letter of Commitment from the Other Sources of Financing, Stating
Terms and Conditions of their Participation in Project (if applicable)
B) Project Plans (Architectural Rendering and Scope must be included)
C) Project Quotes/Estimates
D) Processing Fee of $50
�
7. AGREEMENT
�
I/ We certify that all information provided in this application is true and correct to the best
of my/our knowledge. I/ We authorize the Monticello EDA to verify financial and other
information. I/ We agree to provide any additional information as may be requested by
the city.
The undersigned has received the EDA's policy regarding the payment of costs of review,
understands that the EDA requires reimbursement of costs incurred in reviewing the
application, agrees to reimburse the EDA as required in the policy and make payment
when billed by the EDA, and agrees that the application may be denied for failure to
reimburse the EDA for costs as provided in the policy.
APPLICANT SIGNATURE
APPLICANT FAME (Print):
PROPERTY OWNER NAME (Print):
PROPERTY OWNER SIGNATURE:
I�7_r1�A
The EDA is a governmental entity and as such must provide public access to public data it
receives. Data deemed by Applicant to be nonpublic data under State law should be so
designated or marked by Applicant. See Minnesota Statutes, Sections 13.591, Subd. 1 and
2.
3 �1�����
e�TY oF
.
���
QI1 1C� a
MONTICELLO ECONOMIC DEVELOPMENT AUTHORITY
DOWNTOWN FRONTAGE & SIGNAGE LOAN PROGRAM GUIDELINES
POLICY PURPOSE
The City of Monticello Economic Development Authority (EDA) recognizes the need to
encourage investment in commercial and retail buildings in the downtown area in order to
maintain the economic viability of the City and in the Downtown/Central Community
District. Consequently, the purpose of this loan program is to provide low-interest, forgivable
loans to encourage commercial and retail business owners in the Downtown/Central
Community District to improve the exterior of their existing buildings through signage,
awning and landscaping improvements.
ELIGIBLE BUSINESSES
Any commercial property located within the geographic area illustrated in Exhibit A of these
guidelines may be eligible for a Downtown Frontage & Signage Loan ("Loan") as further
defined herein. Only principal use operators are eligible for the program.
LOAN FUND TERMS & CONDITIONS
Loan Structure
The Loan will be structured as a two-year deferred loan (grant). No loan payments are paid
during the term unless the business is sold. If the business is retained in original ownership for
a period of two years, the Loan is forgiven in its entirety. If the business benefitting from the
improvements is sold during the term of the Loan, a pro-rated portion of the Loan must be
repaid at a rate of 50% forgiven each year.
The borrower must provide 5% or more of project cost, in cash, not equity.
Downtown Frontage & Signage Loans shall be structured as direct loans unless otherwise
approved by the EDA.
Repayment or Call of Loan
A Loan shall become due and payable based on the pro-rated portion remaining, as described
above, if a business is sold or terminated prior to the maturity date of the Loan. Amount is
payable at closing of the sale of the business.
1 � �' �. � �,
Eligibility Requirements
The Loan applicant need to own the commercial property, but if a tenant applies for a Loan, the
owner of the commercial property must be a co-signatory to the application and Loan
agreement.
The property owner must carry current property insurance both at the time of application and
through completion of approved Loan improvements.
Applicants may apply for one loan per business per building.
Simultaneous Loans
The simultaneous use of different EDA loan programs by any one borrower or for any one
project is permitted. Business subsidy agreements may be required.
Permitted Loan Uses
1. Exterior accessory improvements such as awnings, canopies, and wall or projecting signage
(not including digital signage). Internal window signage installations ineligible.
2. Physical site landscaping improvements on the property; temporary installations ineligible.
Other exterior building improvements are not eligible. The cost of the sign or building permit
for the approved Loan project will be included in the final Loan amount.
Loan Amount and Requirement �
Loans may be made in an amount ranging from $500-$5,000.
CONSTRUCTION AND IMPROVEMENTS CODE COMPLIANCE
Items for which public funds will be used within this program are required to meet City codes
and ordinances It is the intent of the Downtown Frontage & Signage Program to comply with
the Cit�s building standards for the Downtown/Central Community District (CCD). Please refer
to the City's Downtown Small Area Plan and zoning ordinance for complete details as it relates
to the standards governing this program's design guidelines. Buildings for which window
signage currently exceeds 50% window coverage are ineligible for this Loan program.
LOAN SECURITY AND GUARANTEES
Applicant must demonstrate the financial means to repay the loan, as determined by the EDA.
In addition to the loan agreement, the EDA may require additional agreements to be signed by
the borrower (i.e. security agreement, personal guarantees, business subsidy agreement).
TIMING OF PROJECT EXPENSES
2��'���,
No project may commence until the EDA has approved the Loan application and the Loan
agreement and any required securities are of record. Any costs incurred prior to the approval of
the Loan application and Loan agreement execution are not eligible expenditures.
Loan disbursements shall be as provided for within the Loan agreement and shall be made
directly to the lessee's contractor. Loan agreement shall reference final contacts for
improvements.
COMMUNICATION
Success of the project depends on the completeness of applications and good communication
between all parties. Applicants should feel free to reach out to EDA staff with any questions at
any time.
PROCEDURAL GUIDELINES FOR APPLICATION AND APPROVAL
The applicant shall meet with city staff to obtain information about the Loan program, discuss
the project, and obtain application forms.
The applicant shall complete and submit an application to the city, along with a$25 application
fee. The fee is used to cover processing expenses.
Applications will be received and reviewed on a first-come, first-served basis from the time of
submission of a complete application. The EDA has allocated a maximum of $25,000 for the
initial program.
An application inspection of the building may be required. �
The EDA is a governmental entity and as such must provide public access to public data it
receives. Data deemed by Applicant to be nonpublic data under State law should be so
designated or marked by Applicant. See Minn. Sat. Sections 13.59, Subd. 1, respectively.
The application will be reviewed by city staff to determine if it conforms to all city policies and
ordinances and to consider the following:
1. Staff will complete a preliminary application review and may consult with the EDA
Financial Advisor and/or City Attorney in preparing report for EDA consideration.
2. City staff will review each application in terms of:
a Its consistency with the goals of the city's Comprehensive Plan and Downtown
Small Area Study.
b. Whether it is desirous and in the best interests of the public to provide funding
for the project.
c. The project's overall impact on the community's economy.
City staff will evaluate the project application in terms of the following:
a. Project Design.
3��'���,
b. Evidence of applicant's ability to meet the 5% cash investment requirements.
c. All other information as required in the application and/or additional
information as may be requested by the Economic Development staff.
d. Project compliance with all city codes and policies.
4. The EDA Commissioners will approve or deny the application or request a resubmission
with clarifications.
LOAN POLICY REVIEW
The above criteria will be reviewed on an annual basis to ensure that the policies reflected in
this document are consistent with the economic development goals set forth by the city.
RIGHT OF REFUSAL
The EDA may deny any application if it is found not consistent with the goals of the city's
Comprehensive Plan and Downtown Small Area Study, the project's overall impact on the
community's economy, and the above criteria.
COMPLIANCE WITH BUSINESS SUBSIDY LAW
All developers/businesses receiving financial assistance from the City of Monticello EDA shall
be subject to the City's Business Subsidy Policy as amended and under Minnesota Statutes,
Sections 116J.993 to 116J.995.
COSTS OF REVIEW
It is the policy of the City of Monticello and the EDA to require applicants to pay costs incurred
by the City or EDA in reviewing and acting upon applications, so that these costs are not borne
by the taxpayers of the City. These costs include all of the City or EDA's out-of-pocket costs for
expenses, including the city's costs for review of the application by the City or EDA's Financial
Consultant and Attorney, or other consultants, recording fees, and necessary publication costs.
Payment for costs will be required whether the application is approved or denied. Loan
program expenses beyond the application fee will be capped at $100 and may be included in the
final Loan amount if not paid in cash at the time of Loan closing. Costs incurred above the
application fee will be invoiced if not paid at the time of closing, and payment will be due
within thirty (30) days. Costs not paid will be assessed to the property.
LOAN AGREEMENT
If the application for powntown Frontage & Signage Loan is approved, the applicant and
property owner will be required to enter into a loan agreement to proceed. The agreement will
specify the terms and conditions of the loan as identified herein. A security agreement
subordinate mortgage may also be required.
DISBURSEMENT OF LOAN FUNDS
Upon approval of a Loan application, applicants are required to provide executed contracts for
work per the approved Loan plans. Contracts shall be per the procedures and requirements
herein.
4��'���,
Loan funds will be disbursed to the contractor based on completion of work as outlined below.
The Cit�s Chief Building Official will verify completion of work. Upon verification of
completion, payment will be dispersed per contract amount for the work completed.
PROJECT CONTRACTOR PROCEDURES AND REQUIREMENTS
A. PARTICIPATING CONTRACTORS: All contractors participating in the
Downtown Frontage & Signage Improvement Loan Program must have a
contractor's license on file with the Minnesota Department of Labor and
Industry. The contractors will be responsible for securing insurance of the
amounts specified on the application form. The application must contain proof
of insurance coverage via a Certification of Insurance Coverage, and the
contractor's registration number.
B. BID/QUOTE SOLICITATION: To participate in the Downtown Frontage &
Signage Improvement Loan Program, the applicant must solicit bids or quotes
from at least two vendors. An applicant is free to choose any contractor,
provided the license requirements are met and the cost differential in the quotes
received does not exceed 20%.
C. CONTRACTOR CONTRACT: The contract for work is between the business
owner (applicant) and the contractor. Each selected contractor will enter into a
contract with the business owner. The contract will outline the terms for
completion of the rehabilitation on the project and will include the following:
1. Scope of Work
2. Project Start Date;
3. Project Completion Date;
4. General Conditions;
5. Building Elevations and Architectural Drawings;
6. Special Conditions;
7. Project Warranties;
8. Change Order Procedures;
9. Payment Terms;
10. Termination Procedures.
D. FAILURE TO START/COMPLETE PROJECT: Upon approval of the Loan
agreement, the applicant and selected contractor will have 180 calendar days in
which to complete the contracted work. Failure to begin work within the first 60
days will be grounds to terminate the Loan agreement. The 180-day time period
shall not be exceeded except through the issuance of a change order.
E. PAYMENT PROCEDURES: All contractors will agree to the payment schedule,
which is as follows:
5�1'���,
F.
1. No pre-payments by the EDA are allowable for any reason.
2. Lien waivers are required for all contractors and sub-contractors before
payment will be made.
3. Final payment for all work completed, including any retainage amounts,
will be made after all work by a contractor is completed, the final
inspection has been conducted and the Chief Building Official, property
owner, and contractor have signed off on the work.
CHANGE ORDERS: Change orders to the approved Loan project require the
approval of the EDA. Change orders will be allowed only for the following
reasons:
1. To rectify hidden deficiencies that are discovered once the work has begun.
2. To change a specification due to unforeseen difficulties arising after work
has begun.
3. To address a deficiency that was inadvertently dropped from the project
during project packaging.
4. To change completion dates.
�
PROJECT COMPLETION
The city's Chief Building Official will complete a final project inspection and issue a Certificate
of Completion verifying project completion per the approved Loan plans.
6��'�ge
EXHIBIT A
Geographic Program Limits
7�`r'�ge
EXHIBIT B
Permitted Fund Uses — Visual Reference
8��'�ge
DOWNTOWN BUSINESS IMPROVEMENT LOAN PROGRAM DISCUSSION
12 Total Completed Forms:
Fa�ade Improvements: 10
Renovation/Rehabilitation: 6
Energy Efficiency: 7
Other programs or incentives that would be utilized:
• Forgivable loans on signage
• Handicap accessibility
• Alley maintenance
• Landscaping improvements
• Combined garbage/dumpsters facelift
Other suggestions or comments for the downtown:
• Improved walkways and more green space
• Upgraded signage on street frontage
• Restructured rear parking
• Micro-park in the empty lot
• Improvements to the rear/back entrances of buildings
• Will talk to building management company about improvements
• Re-route traffic on Trick-or-Treat night
• Add flower pots/benches on Broadway and alley way
• Do a scavenger hunt to get people in businesses
• More parking and cross easement
• Door spaces improvements
• Improved lighting in parking lots
Apri120, 2018
Angela Schumann
City of Monticello
Department of Community development
505 Walnut Street
Monticello, MN 55362
Subject: PROPOSAL AND AGREEMENT FOR PROVIDING PROFESSIONAL SERVICES
Individual Building Owner Consultation and Fa�ade Improvement
Recommendations
Dear Angela:
Cuningham Group Architecture, Inc. (Architect) presents to the City of Monticello (Client)
this Proposal and Agreement for professional services to assist you in the Walnut Street
Corridor Project (Project).
PROJECT UNDERSTANDING
Architect understands that the City of Monticello wants to provide design assistance to
building owners who wish to take part in the fa�ade improvement program. This program
offers up to $75,000 per building for property owners to make publicly visible improvements
to their buildings. The program requires 85% of the loan to be allocated to permanent
improvements (doors, windows, cornices, etc), 15% can be allocated to temporary (awnings,
signage, etc)
APPROACH/SCOPE OF SERVICES
Based on our conversations with you to date, Architect anticipates providing to you the
following scope of services:
One-on-one design consultation services for building owners in which we develop a annotated
sketch drawing with building improvements targeted for the fa�ade improvement program.
Step 1. Meet with the building owner, on site, for a 1.5 hour meeting in which we photograph
the site, discuss the owners goals and discuss options.
Step 2: Develop a sketch of the fa�ade at '/4 scale. The drawing is annotated to describe the
improvements.
Step 3: Send the drawing to the building owner and follow up with a phone call discussion.
Step 4: Make final revisions. The purpose of the sketch is to allow the building owner to get
approximate and initial cost estimates from contractors.
PROJECT TEAM
Andrew Dresdner, AICP
Page i of 4
CUNINGHAM
G R O U P
Celebrating 50 Years
Cuningham Group
Architecture,lnc.
St. Anthony Main
Z01 �%1ain Street SE
Suite 3�5
Minneapolis, MN
55414
Tel: 612 3�9 3400
Fax: 612 379 4400
www.cuningham.com
Jena Stanton
FEES
GUNINGHAM
G R O U P
Celebrating 50 Years
Compensation for Basic Services as described herein shall be a stipulated sum of :$2000 /
building.
REIMBURSABLE EXPENSES
Reimbursable Expenses are in addition to the above fees. They include all normal expenses
incurred by Architect for the benefit of the Proj ect, including out-of-town travel (if any and if
authorized), mileage, long-distance telephone calls, messenger service, printing, etc. These
expenses will be billed at 1.15 times their direct cost to Architect.
ADDTTIONAL SERVICES
Services you may request such as physical models, 3-D computer modeling, additional
drawings or any renderings, engineering or special consultants, or other special services not
specifically included in the above scope of services shall be invoiced at Architect's current
hourly rates or at 1.15 times the direct cost of consultant's charges to Architect. In addition,
any changes in the scope will also be billed at an hourly rate. Architect's hourly rates will be
per Cuningham Group Hourly Rates, attached as E�ibit A. Additional Services will be
performed only upon your written authorization.
INVOICING
Billings will be issued at 30-day intervals. Payment is due and payable upon invoice receipt.
Interest of 1.0% per month will be due on the unpaid balance beginning 30 days after invoice
date. Client agrees to reimburse Architect for all costs of collection including attorney fees,
costs, and expenses.
USE OF SUPPLIED INFORMATION
Client agrees to provide and/or obtain all required licenses, including copyright license, to
allow Architect to reproduce, use and incorporate all Client-supplied Proj ect-related drawing
or other information and agrees to indemnify, defend, and hold Architect and its consultants
harmless from or against any and all claims arising out of or relating to Architect's or its
consultants' Project-related reproduction, use, or incorporation of such information.
Client will provide Architect with base map information that accurately indicates existing
conditions.
OTHER TERMS AND CONDTTIONS
Except as otherwise modified herein, the terms and conditions of an unmodified AIA
Document B101, Standard Form ofAgreement Between Owner and Architect, 2007 edition
[B727 "Special Services" or B101 "Standard Form" may also be used in appropriate circumstances]
(attached as E�ibit B), where Client acts as Owner for purposes of the Agreement, shall
apply to all services provided under this Proposal and Agreement. The Client and Architect
Page z of 4
GUNINGHAM
G R O U P
agree that arbitration, as described in the attached AIA Document, shall be the selected
method of adjudicated dispute resolution. �e'ebra""g 5° Yea`5
Client shall furnish the services of a contractor or cost consultant that shall be responsible for
preparing all estimates of the Cost of the Work If Client does not have such a consultant,
Architect can provide a list of qualified contractors or cost consultants for Client's use. If the
Client's budget at 50% completion of Design Development Phase Services or later is exceeded
by Client's cost estimate or the lowest bona fide bid or negotiated proposal, and modifications
to the Design Development or Construction Documents are required to reduce the actual or
estimated Cost of the Work to comply with Client's budget, Architect will provide such
modifications as an Additional Service, except to the extent Architect failed to incorporate
Client's or Client's cost estimator's previously issued specific cost control directives.
Client agrees to provide to Architect utility bills or other utility usage data on an annual basis
for the [two to five, as appropriate] years following Substantial Completion. This information
would be used to understand the metered performance of the building compared against
industry benchmarks and for internal assessment of the design. The summary of associated
analysis will be shared with Client upon request. Architect expressly disclaims all express or
implied warranties and guarantees with respect to energy performance, and Client agrees to
release, hold harmless, and indemnify Architect from any liability or claims related to the
energy performance of the building.
Architect and its consultants will be using building information modeling for the sole purpose
of preparing and coordinating their Drawings, without an expectation that the model will be
relied upon by other Project participants. If Client, Client's contractor or consultants, or other
parties as appropriate desire to use the model for any purpose, the Architect, Client, and other
appropriate parties will establish and agree to building information modeling protocols, which
shall address authorship and ownership, level of development, and authorized uses of the
model, processes for exchanging, sharing, and resolving changes to the model, and anticipated
authorized uses for facilities management or others, following completion ofthe Project.
Preparation of the protocols and operations and services provided thereunder shall be
Additional Services.
This Proposal and Agreement shall be subj ect to and enforced under the laws of the State of
Minne sota.
With your signature below you are indicating your acceptance of the understandings, terms
and conditions of this Proposal and Agreement. This Proposal and Agreement may be
terminated by either party upon seven days' written notice should either party fail to perform
substantially in accordance with its terms. Failure of Client to make payments to Architect
within 45 days of invoice date shall be considered substantial non-performance and cause for
suspension or termination of Architect's services. If you instruct us to begin, or allow us to
continue, performing or providing Project services prior to returning a signed copy of this
Proposal and Agreement it will be understood that all of its terms, and the attached or
referenced e�ibits, are acceptable and all parties will be bound by the terms of this Proposal
and Agreement.
If this Proposal and Agreement meets with your approval, please sign two copies and return
one copy for our records and we will begin the services.
Page 3 of 4
Thank you again for this opportunity to be of assistance. We look forward to helping you
achieve your goals for Walnut Street and Downtown Monticello.
Sincerely,
CUNINGHAM GROUP ARCHITECTURE, INC
Jeff Schoeneck, AIA
Date:
Approved By:
CITY OF MONTICELLO
Jeff ONeill
City Manager
Date:
Attachments:
E�ibit A— Cuningham Group Hourly Rates
E�ibit B— AIA Document B 101, Standard Form ofAgreement Between Owner and
Architect, 2007 edition
Page 4 of 4
GUNINGHAM
G R O U P
Celebrating 50 Years
�'�� �-� � � =� Downtown Snnall Area Stud
i �.�,� � Y
f-. .`' , } � ;ti- .
;�� �; *�� ,.�N.�,. - _. , ; Ir�plementat�on Workshop
.: .� � -..�- ��
November 16, 2017
Participants -�-�-�-�-�-�-�-�-�-�-�-�-�-�-�-�-�-�-�-
Cit}� �:� ._: `° Brian Stumpf, Bill Fair, Jim Davidson, Charlotte Gabler, Lloyd Hilgart
EDA: Tracy Hinz, Steve Johnson, Jon Morphew, Bill Tapper
Parks �. t�����������=����n Nancy McCaffrey, Larry Nolan
PlanningCommissic$�. Katie Peterson
Guests: Clay Sawatzke, Michele Hertwig
Staffe Jeff 0'Neill, Angela Schumann, Jim Thares, Jacob Thunander, Tom Pawelk, Rachel Leonard,
Jennifer Schreiber
Warkshop Purpcase
Set a foundation for realizing the downtown plan by encouraging the various commissions to
cooperatively review the elements of the plan, prioritize the components, and strategize implementation.
Pricarifization Exercise
Organized by Highest Ranked Projects:
����:i���el�p����: Pursue signature redevelopment on Block 52 with market rate housing and a destination
restaurant that overlooks the park.
R�bl�� Re�lr� Irr�pr��������a`��a Redesign riverfront parks to include more active events and programming in
West Bridge Park (amphitheater, water feature, concessions) and passive uses in East Bridge Park.
Broadway Street Commerciai 1li��
��'��d��v�� St�'�e� �����'�a�r�e�fi° Develop small pocket parks on vacant properties along Broadway,
offering outdoor seating, and pedestrian connections to parking. Curb extensions at Walnut and
Broadway to provide space for landscaping, seating, and gathering.
1����t i�> �� P�� ;., Build Downtown's brand and identity by identifying the downtown core as the
Broadway Walnut area, and naming it. Pursue marketing initiatives to build the new brand.
�. :° � .��� '� ��_ w� Establish fa�ade improvement programs that offer financial support
for improving building appearance and district identity.
Organized by Survey Category
°�p��. ;;
Pursue signature redevelopment on Block 52
_ , Redesign riverfront parks...
Establish fa�ade improvement programs...
, Improve bridge underpass...
, Develop small pocket parks...
Curb extensions at Walnut & Broadway
Redesign riverfront parks...
Pursue Signature redevelopment on Block 52
Reconnected Walnut Street to River Street...
� ''y7 �e. v ��¢.
-+' �j'1 y �'� _ 'j�'c ~ \ il. '�, '�y , '' � �� �i �'9�1. ` ! �. ���,(.�� _� .. �,; .
. - .�$�+ ` �' �a il'��.l� �+���.h��.. '-� ��ii � .
} / �/i � �� �T�' � �, ,ew�y�J �
��:/ Y x � •+�".� � \�� � i � .� 't�" f� > ;`t J � ��' ..—,
'� _� �
+� � �� ., � . �–�:
� �! �,, r� `- '� ��, � �i ...� . C"��'��� � . ��� i
�� �'�1 .�� � Y; E, � � r�� 1( i� �� �� ' ., . ,.
N � 4 ,.I +�� �' ���`!� f � '' ` � ��` � \�,
' � .���'EA� = . �,,� . � , �„ r_ "`-'i
� �.Y ,�r 7� ' ' fi.�. � �-- " •�-���� � � Y' �- .��j ; . � � ..'. - �- � I � ,�
Project Implementation Exercise
East & West Bridge Park Improvements
r. ... .. Location on the river, high visibility, varied
topography, existing assets, capable parks staff, dedi-
cated volunteers, popular community events.
-�:; Limited automobile & pedestrian access,
perception of noise and actual noise, potential river
island flooding, limitations of adjacent land uses, ma-
ture trees can block views, hard to change what's al-
ready popular.
.:.� Acquire surrounding land to allow redevelop-
ment and growth, connect Walnut Street to River
Street, use signage and rebranding to encourage ex-
ploring downtown and connecting with the parks, en-
hance underutilized assets like the southeast stairs and
bridge underpass.
Lead�rs�r'�.:�s Parks staff, Park & Recreation Commission,
City Council, and EDA with redevelopment.
K�y Decisi�r�s_ Park design, connection of Walnut St. to
River St, reconstruction of River St, redevelopment of
Block 52.
s r�:° ��:. ����_; Park design, remove understory plants for
visibility to the river, programming & events, connect
Walnut St. to River St.
Block 52 Redevel�pment
r=:`�` ' City owns a portion, another property for
aamr_
sale, high visibility, beautiful view, parks complement,
EDA is engaged in acquisition.
�_��° °;° Cost of acquiring property, getting the right
developer, potential contamination, community confu-
sion of public purpose, competition with completing
Block 34, relocation costs.
:; ;: Continue acquiring land and empower eco-
nomic development manager to meet with developers.
_. EDA for site control and incentives, staff for
recruitment and negotiating, additional city staff from
planning, public works, Wright County, etc.
, s x, �.. ..� Preliminary development agreement,
zoning ordinance changes, incentives.
'� ��:, �r:.�� Design for Walnut Street connection to
River St., redesign West Bridge Park parking, acquire
properties, reach out to developers to find the right
partner, continue building relationships and communi-
cating with property owners.
Downtown Housing Development
.„. Strong market, regional and local amenities,
demographics, walkability, accessibility, site control,
lender and council support, developers interested, jobs
nearby.
��Qg�� ,,.� �: Relocation development costs, water table,
cost of quality construction, noise, trafFic access, size of
block divisions, developers have many options, zoning
not currently aligned with plan, existing property &
business owners.
�, ; Gather better information on water table,
shared equity solutions, create one TIF district, buying
options.
��., �;; EDA to lead land acquisition, TIF program,
coordination with lenders & developers. Planning Com-
mission to lead zoning review. City Council responsible
forfinal approvals.
��� ����s4�a��a Determining one site or many, zoning
approved that balances flexibility with predictability.
:��`� �°a�: Create package or feasibility for several
sites so the city knows its limits and capacity, include
aesthetic design expectations, get a more detailed un-
derstanding of the downtown market, engage in out-
reach to developers with marketing materials.
Activating Broadway Street's Commercial Vitality
�. �, _ e_ ��� Proximity to parks and river, some business-
es already making positive changes, changes will en-
courage people to visit, opportunity to build relation-
ships, high trafFic area.
��r���: Not all buildings up to code, cost of rehabili-
tation, Iack of space for outdoor seating, lack of con-
centration, need to agree on fa�ade style, trafFic, busi-
ness mix.
� �� ���i°�_: Assess the state of properties, survey and
encourage stakeholder participation, offer financial in-
centives, help 1-2 businesses start to encourage others.
Survey property owners to guide the focus.
��§k �'�:.. Existing business group, Chamber, City
Council, EDA, and city staff.
��'����, w.,��: Determine ownership of every parcel with
contact information, reach out to property and busi-
ness owners for their ideas, identify and build alliances,
determine design standards.
., ,;;':; Encourage EDAto build relationships.
Buxton Overview
Buxton is the industry leader in customer
analytics and site selection with more than 500
years of development experience. We have
worked with thousands of national and regional
retail clients including Lowe's, Bed, Bath &
Beyond, Marriott, California Pizza Kitchen,
Restoration Hardware, In -N -Out Burger, New
Balance, Aaron's, Jamba Juice, Massage Envy,
Perry's Steakhouse & Grille, Anthropologie,
and many more.
We also work directly with communities,
local EDCs, and regional partnerships to help
them understand what specific retailers and
restaurants are best suited for their sites. Buxton
has worked with more than 700 communities,
both large and small, and has helped those
clients recruit more than 35 million square feet
of retail space in the U.S.
Buxton owns the most sophisticated and
granular household -level data available, which
enables us to provide our clients with current
snapshots of every household in any trade area.
It also gives our public sector clients access to
the same type of intelligence that retailers,
hospitals, and hotel chains utilize when making
multi-million dollar decisions.
City Government Methodology
The proprietary methodology used to develop solutions for city governments follows the same
principles that Buxton uses with our retail clients to select locations for stores and restaurants.
This information, developed by utilizing technologically advanced systems, allows clients to take
a proactive approach to development.
We analyze customer spending habits to determine the market viability of an area and then
provide a focused list of targeted retailers to clients. This data -driven analysis gives city leaders
the confidence needed to make speed -to -market retail decisions. Additionally, Buxton's working
relationships with major retailers assures clients that their specific marketing materials will address
the needs of retail decision makers.
The application of this data includes, but is not limited to:
• Understanding of neighborhood serving retail needs/opportunities
• Business retention tools
• Tourism profiling and direct marketing tools
• Hotel recruitment tools
• Comparison of new residents versus tenured residents
• Public library location recommendations and collection mix
• Emergency services insights
• Understanding of neighborhood serving healthcare needs/opportunities
• Transit -oriented planning
• Marketing tools to promote city/county/state initiatives such as green technologies
• Utility comprehension
• Understanding of economic impact and industrial recruitment
0a
GROW WITH US. 1-888-2BUXTON I buxton@buxtonco.com I www.buxtonco.com
Buvbon
We Know How America Lives
For public sector entities, understanding the lifestyle and purchasing characteristics of residents
enables civic leaders to focus clearly on specific economic development strategies. To achieve
this level of knowledge, the actual customer household must be the foundation for all research
efforts.
Buxton has pioneered the use of
household -level data for research
purposes. Through a process called
psychographic analysis, millions of
customer transactions are analyzed
to determine purchasing habits and
lifestyle trends. Once a company's
customers are identified, Buxton can
determine where they and all other
consumers like them are located.
Buxton's comprehensive data sets
allow for a fact -based approach to
retail identification and include:
• 115 million household records
with up to 8 individuals within
each household
• More than 75,000 lifestyle and
consumer habits for each type
of customer
s SCQUT
cal ficrnia
� � JM L
�� ELEYEII
The sources of our data include, but are not limited to:
• Experian
• Mail order
• Equifax
• Traffic counts
• Acxiom
• Credit cards
• InfoUSA
• Reward cards
3
• Warranty cards
• Subscriptions
• Motor vehicle information
GROW WITH US. 1-888-2BUXTON I buxton@buxtonco.com I www.buxtonco.com
E
Buvbon
Replace Guesswork with Certainty
While the science of retail site selection has changed, many communities have remained stagnant
in their retail recruitment efforts. In fact, many still use tools that put them at a disadvantage
in today's brutally competitive retail marketplace. Communities that are successful in their
retail recruitment efforts realize that data is the key in this process. Buxton builds communities
customized solutions that help them understand a trade area's unique customers, which in turn
helps them stand out to potential new retailers and retain existing establishments.
Buxton's Solution
Our solution is a total marketing strategy that enables community leaders to immediately
implement a retail development program. We provide communities with the same type of
analytical information retailers depend on today to make site selection decisions, allowing clients
to make a compelling case as to why the city can support new retail and restaurant locations.
Additionally, we identify specific retailers who seek markets with household purchasing habits
like those of client cities. We then provide custom marketing packages targeted to those specific
retailers. In addition, this solution provides a number of answers for existing business retention,
including but not limited to:
• Merchandising decisions
• Marketing strategies
• Consumer preferences
SCOUT Touch
Along with a fully customized solution that lays the foundation of a successful retail development
program, Buxton provides access to our proprietary data management and visualization tool,
SCOUTTouch. The usefulness of this tool cannot be understated. SCOUTTouch allows community
leaders to leverage technology to assist in retail recruitment and retention efforts. This tool is
loaded with Buxton's analysis and can be accessed anytime from a laptop or tablet. SCOUT Touch
allows better communication between community leaders and local business owners, improves
understanding of a trade area's psychographic data, and presents data to retailers in a familiar
format since it is based on the same platform used by Buxton's retail clients.
4
GROW WITH US. 1-888-2BUXTON I buxton@buxtonco.com I www.buxtonco.com
Buvbon
Benefits
• Maximize revenue growth to fund city services
• Retain dollars that are being spent outside the community
• Create new, permanent jobs
• Satisfy citizens' desire to shop in their own city and increase quality of life
• Establish credibility with decision makers by providing factual evidence to support your
location
• Use competitive analysis to close the deal
• Achieve a dynamic, consumer -oriented retail sector to support a healthy economy
• Experience existing business growth and retention
Deliverables
• Drive -time trade area map
• Retail site assessment (retail potential of up to three selected sites)
• Retail match list (specific retailers that match the households in the trade area)
• Retailer specific marketing packages
• SCOUT Touch online access to deliverables
• iPad Air preloaded with results delivered upon completion of analysis
To further explore how Buxton can assist your community with
your retail development efforts, please contact us today.
5
GROW WITH US. 1-888-2BUXTON I buxton@buxtonco.com I www.buxtonco.com Buvbon
Bu�,ton
BUXTON'S SOLUTIONS FOR
CITY GOVERNMENT
INCREASE TAX REVENUE • IMPROVE QUALITY OF LIFE • RETAIN BUSINESS • DRIVE TOURISM
f• - � �jI I -' x '''aiY � sS�ys?- I •' I
i
`r I�
*4;
F-1 •_ Rpt. -r, TV
3
CITY GOVERNMENT
THE BUXTON
DIFFLRENC
PUT YOUR CITIZENS AT
THE CENTER OF YOUR
GROWTH STRATEGY
We are the leader in customer analytics. Since our founding in 1994, we have worked with more than 4,000
clients and have earned a reputation for our client -first approach and high-quality solutions.
RESULTS MATTER
:11
COMMUNITIES
NATIONWIDE
40 MILLION
SQUARE FEET OF
NEW RETAIL SPACE
WORLD CLASS CLIENT SATISFACTION
As a Buxton client you have a dedicated, experienced team supporting you through your partnership with us.
This team serves as an extension of your staff, tracking your progress and providing guidance to help you evolve
your strategy. We know how to help you implement and execute development strategies to see results from
your investment.
GROW WITH US. 1-888-2BUXTON I buxton@buxtonco.com I www.buxtonco.com BuNaon
BENEFITS OF PARTNERING WITH BUXTON
DEFINE A PROACTIVE STRATEGY FOR RETAIL RECRUITMENT
When you begin working with Buxton, we start with understanding who your citizens truly are and defining the
make-up of your community. Once we've studied these consumers, we identify which retail brands are right for
your community and what concepts you shouldn't spend time and resources on trying to bring to your city. With
this strategy outlined, your team is able to make the best use of their time with proactive marketing tactics.
SUPPORT YOUR EXISTING RETAIL BASE
Business retention is the second pillar of Buxton's partnerships with communities. We ensure city staff, elected
officials, economic development staff and business owners work together to form public-private partnerships
that promote growth within the community. LSMx, a local store marketing tool, is designed for small business
owners. Through your partnership with Buxton you have the ability to give business owners access to LSMx to
help them market their business to the best potential customers. This technology helps to keep local businesses
competitive in the marketplace, supports entrepreneurs, and gives store owners the ability to market like national
retail brands using customer data and analytics.
INCREASE YOUR TAX BASE BY ATTRACTING SUSTAINABLE RETAIL
By identifying the top retail recruitment opportunities for your community, you have a jumpstart on the retail
recruitment process. Buxton provides guidance on which retailers are currently operating and expanding in
your area and makes the introduction to executives at each of your retail matches. Landing new retail not only
increases your tax base, but also improves the quality of life for your citizens by allowing them to shop and dine
in their own community.
UNDERSTAND HOW RETAILERS VIEW YOUR MARKET
Buxton is the trusted advisor to thousands of retail and restaurant companies in the U.S. The data and tools
we provide to your city are the exact same tools that retailers use when making site selection and new market
decisions. Arming you with this data and analyses gives you instant credibility to retailers since so many in the
industry know the Buxton name.
ECONOMIC DEVELOPMENT STRATEGY
In addition to our history of retail experience, we've worked in the field of economic development for two
decades. When you partner with Buxton, we help you form a long-term economic development strategy and
we provide the data, technology and expertise to help you make fact -based decisions for your community.
We understand the need to see results and a return on your investment. That's why our dedicated
account management teams are here to act as an extension of your staff, helping you achieve your
development goals by providing you with an unparalleled level of service. Great organizations grow with
us - and we're ready to start a partnership with you.
GROW WITH US. 1-888-2BUXTON I buxton@buxtonco.com I www.buxtonco.com Btraon
PRODUCT SUMMARY
What is it?
Buxton's Retail Recruitment solution
gives community leaders access to
the same market intelligence that
retailers use to make site selection
decisions. Using SCOUT, our
proprietary web -based analytics
platform, you can showcase retail
potential to prospective new
businesses and run reports to assist
local businesses. We position your
community for retail development
success.
GROW WITH US.
1-888-2BUXTON
buxton@buxtonco.com
www.buxtonco.com
Btrdon
PRODUCT FEATURES
What will it do for me?
Effectively recruit new retail and restaurant concepts.
Our analysis digs deep to identify what factors make your
community attractive to retailers using drive -time analysis,
leakage and surplus analysis and other techniques. Buxton
provides a list of 20 retailers whose customers match the
profiles of your consumers.
Increase your tax base.
Increase sales and property tax revenue, and reduce retail
leakage by keeping business transactions in your community.
Support your local businesses.
Retain and assist business owners by providing market
intelligence to optimize merchandising and marketing.
Prepare marketing packages for targeted retailers.
Buxton prepares custom reports and introductory letters to
inform retailers on your match list of the opportunities in your
community. Your Buxton support team will be available to
coach you throughout the recruitment process.
RELATED PRODUCTS
How else can you help me?
Ii; San D—.
U Pallas -fart Wortl� f i
O3 Minneapol'is-St Paul �
® Tampa
Tourism Insights
Increase the number of tourists
that visit your city.
Business Retention
Retain current retailers and
restaurants.
sCquT
VHO WHERE VALU
SCOUT Touch
"a
Utilize a centralized approach to
growing your community.
BUXTON'S CLIENTS
Who else trusts Buxton?
LOU!S!ANA
Pkk r— Pass'"
A—
W NKTYIN
MEMPHIS
PAfADENA
"Buxton gives us true
data that supports the
kind of growth we have
today and can forecast
the growth coming
in the future. It gives
us real numbers, so
when we sit down with
businesses that are
looking at Celina, we
have facts."
North--�
Augusta
South Curolinds Riuerfront
$1
nacono
C-01-41
Ii /i,
l//
* TEXAS
EST. 1 676
CITY OF
WILLISTON
ECONOMIC DEVELOPMENT
GROW WITH US. 1-888-2BUXTON I buxton@buxtonco.com I www.buxtonco.com Btraon
PRODUCT SUMMARY
What is it?
From the city manager to elected
officials and economic development
staff, SCOUT Touch provides city
leaders with a centralized approach
to growing your community. When
city leadership is unified in strategic
growth expectations, you can
efficiently enhance the quality of
life for your residents, grow local
business, and recruit new retail.
GROW WITH US.
1-888-2BUXTON
buxton@buxtonco.com
www.buxtonco.com
Btrdon
PRODUCT FEATURES
What will it do for me?
Utilize a centralized approach to growing your
community.
SCOUT Touch clearly and simply illustrates your city's
development potential based on customers, where they
are located, and the value of those customers to a retail or
restaurant concept.
Enhance the quality of life for your residents.
SCOUT Touch provides city leaders with the data, insights,
and analytics necessary to craft a winning strategy for growth.
Bringing essential retail and services to your market will enhance
the quality of life for your residents.
Grow local business.
SCOUT Touch gives local business owners instant access to
business intelligence, providing the data needed to be more
competitive in the market.
Recruit new retail.
With SCOUT Touch, you have access to your targeted retail
matches, equipping you to confidently pursue retailers and
restaurants that will enhance your growing community.
RELATED PRODUCTS
How else can you help me?
sC�u
. -
Retail Recruitment
California
Attract new retail and increase
your tax base with defined retail
recruitment strategies.
City Planning Insights
Buxton offers retail solutions to
help maximize your city's growth.
Business Retention
0
Retain current retailers and
restaurants.
Fo 7
BUXTON'S CLIENTS
Who else trusts Buxton?
CITYOF PRESCOTT
eLaGEqn&
"In this day and age, it's
all about analytics and
having statistics on your
community. Municipalities
don't always have that at
their fingertips. But with
Buxton and the SCOUT
program, we've been able
to turn that around and
provide prospective clients
with some really good
analytical data to help
them make their decision
to locate in Rochester."
LAM1�R -IVAP
'`��ro, SBanos
A[ [he Crossroads of California Cancive.CanDream.CnnDo.
err
KENT EW HAMPSHIRE
GROW WITH US. 1-888-2BUXTON I buxton@buxtonco.com I www.buxtonco.com BuNaon
PRODUCT SUMMARY
What is it?
Buxton's Tourism Insights solution
gives you the insights needed to
design effective tourism marketing
campaigns and to better understand
consumer demand for goods and
services in your trade area.
GROW WITH US.
1-888-2BUXTON
buxton@buxtonco.com
www.buxtonco.com
Btrdon
PRODUCT FEATURES
What will it do for me?
Maximize your marketing budget.
Pinpoint the markets where your best visitors, and those just
like them, live in order to optimize advertising spending.
Target marketing messages to past and potential visitors at the
household level.
Better understand your tourist base.
Buxton can tell you who is visiting your community and where
those tourists are coming from.
Understand the value of the tourist population.
Not only can we identify who your visitors are and where they are
coming from, but we can also tell you where they are spending
dollars in your community across numerous retail categories.
Quantify the impact of tourism.
Quantify the economic impact of visitors and identify the retail
categories where they spend money in your community.
RELATED PRODUCTS
How else can you help me?
Downtown Revitalization
Buxton can help communities fill
vacant downtown sectors.
Healthcare Gap Analysis
Objective, data -driven solutions
that identify healthcare facility
shortages in particular regions.
City Planning Insights
Buxton offers retail solutions to
help maximize your city's growth.
BUXTON'S CLIENTS
Who else trusts Buxton?
DOWNTOWN
DALLAS INC
City of'
Sevierville
The City Of
,mw Lago Vista
"Our investment in the
Buxton reports and our
contract each year turns
around, or equates to,
$2 million in retail sales
tax every year. So that
investment is more than
worth the money that we
put into Buxton's contract."
AINEVIILLE
Discovery, inside and out
SWLA ECONOMIC DEVELOPMENT
ALLIANCE
FORT WORTH
e d c U T A H €.
ECONOMICDEVELOPMENT
CORPORATION OF UTAH
GROW WITH US. 1-888-2BUXTON I buxton@buxtonco.com I www.buxtonco.com BuNaon
PRODUCT SUMMARY
What is it?
As city leaders know, a thriving retail
sector is vital to the overall health
of a community. While a big part
of maintaining a growing business
community includes recruiting
the right retailers for your city, an
equally important mission is business
retention — keeping existing retailers
and restaurants in your business
community.
GROW WITH US.
1-888-2BUXTON
buxton@buxtonco.com
www.buxtonco.com
Btrdon
PRODUCT FEATURES
What will it do for me?
Provide market intelligence for business retention.
Buxton can provide market intelligence to optimize
merchandising and marketing for existing retailers.
Assist businesses with local store marketing.
As communities aid existing retailers in their marketing efforts,
those retailers will be more likely to stay and expand in your
community. When you work with Buxton, you have access to
LSMx, our local store marketing tool.
Ensure employment of residents.
Retail retention will provide jobs and strengthen economic
development for your community's residents.
Help create community culture.
Specific retailers and restaurants often become an important
part of a community's culture. By working to retain such retail
establishments, you are maintaining your relationship with
important community partners.
RELATED PRODUCTS
How else can you help me?
sCc�u
Tourism Insights
. -
Retail Recruitment
oal�f❑ OX1M
Increase the number of tourists
M�eaPoi�S,.Pa�
Attract new retail and increase
® Tampa
Cratl
your tax base with defined retail
recruitment strategies.
SCUT
VHO 'N:a l;it E- VALU
" SCOUT Touch
GlN limtm Map`
Utilize a centralized approach to
Iro growing your community.
Ol San Diegv
Tourism Insights
O2 Palias-fart Wortls
....�
Increase the number of tourists
M�eaPoi�S,.Pa�
that visit your city.
® Tampa
fel e.r—.
BUXTON'S CLIENTS
Who else trusts Buxton?
Washington City
Where Dixie Begins
AIEGOR
ECONOMIC I
CORPO
"Through Buxton, we
received data that
really empowers our
business owners. Now
they can make more
informed decisions
about what products
and services to offer."
OF p ORT gNCFI�
L s
or&01� ftL
T,
NT
NEW ROCHELLE
Alk Ak*
• : n LEBAN6N
/ ' DFW's Southern Star M i s s o U R i
GROW WITH US. 1-888-2BUXTON I buxton@buxtonco.com I www.buxtonco.com BuNaon
PRODUCT SUMMARY
What is it?
With many companies choosing to
migrate to larger, less expensive lots
outside of an urban sector, cities may
need to implement a strategy for
filling those vacant buildings. With
the ability to execute local economic
development strategies, Buxton
gives you the tools and knowledge
to help redevelop those key areas
by identifying new retailers and
restaurants that will best fit each
specific site.
GROW WITH US.
1-888-2BUXTON
buxton@buxtonco.com
www.buxtonco.com
Btrdon
PRODUCT FEATURES
What will it do for me?
Recruit new retailers and restaurants.
Buxton gives cities the tools they need to confidently revitalize
key areas of town through the recruitment of new retailers and
restaurants.
Increase sales tax revenue.
Recruiting new retail means an increase in tax revenue, reducing
retail leakage and satisfying your residents' desire to shop in
that area of town.
Retain current businesses in that area of town.
As current businesses see the revitalization efforts taking place,
they will be more likely to invest in their current locations rather
than looking for local economic development strategy options
elsewhere.
Draw visitors to that area of town.
Buxton's expert analytics can ensure that your redevelopment
efforts are bringing in the best retailers to appeal to residents
and visitors alike.
I:»will 111:11.»: elP11[41V
How else can you help me?
Business Retention
. . ..... FT
0
P,n 'aw
�a...� .....
Retain current retailers and
restaurants.
F.,, h
SCQUT
Retail Recruitment
w '
California
Attract new retail and increase
your tax base with defined retail
CrateMarrel
recruitment strategies.
BUXTON'S CLIENTS
Who else trusts Buxton?
0 City of Greendale
Indiana
Ike Outer Bang,
OF NORTH CAROLINA
All
"Within the first year
of using the Buxton
SCOUT program,
our targeted retail
attraction efforts have
not only allowed us to
fill vacant spaces in our
community, but also
increase sales receipts."
SVj*91aa4§Aj(f
ILLINOIS
MOUNTHOLLY
NVA X I P I AXV
MIDLAND
BUSINESS
ALLIANCE
nTTUMW�,
CIT1 OF BRIOGES...RNER OF OPPORTUNIl
GROW WITH US. 1-888-2BUXTON I buxton@buxtonco.com I www.buxtonco.com BuNaon
PRODUCT SUMMARY
What is it?
Due to suburban expansion and
the low cost of rural land, many
communities have seen restaurants
and retailers abandon downtown
sectors, leaving vacant buildings and
an overall lackluster environment.
Buxton has the expertise to help
communities recruit retailers and
restaurants specifically suited for an
urban setting to drive downtown
revitalization.
GROW WITH US.
1-888-2BUXTON
buxton@buxtonco.com
www.buxtonco.com
BwALLon
PRODUCT FEATURES
What will it do for me?
Draw visitors to your community.
Thriving downtowns rely on an influx of visitors. By recruiting
the right retailers and restaurants, both local and out-of-town
visitors will be drawn to spend time in the new and improved
downtown sector.
Recruit new retailers and restaurants.
In order to bring in visitors, retailers must first be recruited.
Buxton has the tools and knowledge to guide your community's
recruitment efforts.
Create jobs for city residents and stimulate
downtown revitalization.
The opening of new retail establishments and restaurants in
your downtown areas will create jobs for residents.
Increase sales tax revenue.
Recruiting new retail means an increase in tax revenue, reducing
retail leakage and satisfying your residents' desire to shop in
downtown.
RELATED PRODUCTS
How else can you help me?
'U S- Dego
WHERE
#
papas- ortwo�
Tourism Insights
""'"°eaP""�5t Pa"' -
Increase the number of tourists
® Tamps
that visit your city.
—
SCQUT
WHERE
#
VALU
SCOUT Touch
. -
Retail Recruitment
California
Attract new retail and increase
EM
Cmte&Bawd
your tax base with defined retail
r growing your community.
=
recruitment strategies.
�}
SCQUT
VHO
WHERE
#
VALU
SCOUT Touch
#
Utilize a centralized approach to
M
nacoTn.'"a
r growing your community.
=
BUXTON'S CLIENTS
Who else trusts Buxton?
Clad- _ vine
ECONOMIC DEVELOPMENT COUNCIL®
roW� of
LOCHBUIE
w
"We utilize SCOUT
almost daily as we
look at retailers,
not only for
recruitment, but
also for retention."
.dr
G O D F R E Y
`aI L I I N O IISm n...
1
FIREBAUGH
NORTH R I C H L A N D HILLS
MRH
THE CITY OF CHOICE
dames
ECONOMIC DEVELOPMENT COMMISSION
GROW WITH US. 1-888-2BUXTON I buxton@buxtonco.com I www.buxtonco.com BuNaon
4 S
1� w
Sn 4"ti. r
4 l • R.1 P
�r • JAi r � � ��
• '• f f
1 r
PRODUCT SUMMARY PRODUCT FEATURES
What is it? What will it do for me?
Identifying gaps in the healthcare Identify gaps in healthcare.
industry is an important step for Identify areas of opportunity by visualizing concentrations of
growing communities. Buxton can core patients and healthcare facilities.
build a model that allows city leaders
to spot healthcare shortages in highly Gain an overall understanding of the state of your
populated markets. city's healthcare system.
Buxton's expert analysis will show city leaders the overall state
of the current healthcare system. It will help you answer the
questions: What is working in our healthcare system? What
is not? In what ways can we expand the healthcare system to
better serve our residents?
Know who to recruit.
Perhaps your city is lacking in a specific healthcare specialty or
service. Buxton can help city leaders target the right healthcare
GROW WITH US. facilities and service lines for your city.
1-888-2BUXTON
buxton@buxtonco.com Leverage trustworthy data to recruit potential
www.buxtonco.com healthcare providers.
Buxton will provide custom marketing reports to present to
potential healthcare providers, giving them data -driven facts
BU71SOn about their expansion opportunities in your city.
I 1=11 will 111 :11.» :z•]1101111111141111 V
How else can you help me?
1
SCQUT
ORVls
(1� secake
�' actny
BUXTON'S CLIENTS
City Services
Buxton can provide communities
with analytics to support their city
services.
Redevelopment Strategies
Revitalize once thriving areas of
town with data -driven economic
development strategies.
Retail Recruitment
Attract new retail and increase
your tax base with defined retail
recruitment strategies.
Who else trusts Buxton?
"Buxton made us aware of
the need for more local and
specialized medical services.
Our community hospital
has upgraded its facility,
added patient services while
two competing hospitals
are building modern
facilities across the highway
from each other. With
Buxton's help and superior
technology, Rochelle could
become a medical hub for
the region."
In Mesons "
Franklin Southampton
FS ECONOMIC DEVELOPMEN ,INC.
TMJEDD
THE CITY OFG�%�%�
I DAH O
�jam�raC
CITY OF
NENUCNYN
MiDLAN
TOMORRO
GROW WITH US. 1-888-2BUXTON I buxton@buxtonco.com I www.buxtonco.com BuNaon
PRODUCT SUMMARY
What is it?
Analytics can provide valuable
information for communities looking
to support their city services, such as
the library system or fire department.
Buxton has the insights to help
community leaders determine the
best locations for city services and
target residents who may be in most
need of particular services.
GROW WITH US.
1-888-2BUXTON
buxton@buxtonco.com
www.buxtonco.com
Btrdon
PRODUCT FEATURES
What will it do for me?
Ensure site selection decisions.
Buxton has the insights to most efficiently place and locate
your city services buildings.
Target residents who most need the support of city
services.
Certain residents are potentially more prone to need the
services of a fire department or another city service. Buxton
can help you understand who those residents are and where
they are located.
Improve the overall performance of your city
services.
Buxton's analytics can help city services employees understand
resident demographics and psychographics. With this
knowledge, city services are better equipped to serve the
residents in the community.
Improve resident satisfaction with the city.
As city services improve on catering to existing residents,
citizens will be more inclined to invest and further establish
roots in the community.
RELATED PRODUCTS
How else can you help me?
;� . City Planning Insights
' Buxton offers retail solutions to
help maximize your city's growth.
F
F=.E, Business Retention
Retain current retailers and
restaurants.
Fpr, h �—
o
SCQUT
BUXTON'S CLIENTS
Who else trusts Buxton?
Somerset
Pulaski County
`/ Chvnber of Commerce
R4 pF PC[; UC,
�CSSOV�,
a�oFNios
oRr
Lakewood
Colorado
"The data and
information that Buxton
gives us through SCOUT
is just life changing. It's
a game -changer for the
fire service. We have the
opportunity to spend
more time on education
so we can chase the fire
e0Q4111a
ED
out of the city."
SOUTH BELOR
""m Pharr
GROW WITH US. 1-888-2BUXTON I buxton@buxtonco.com I www.buxtonco.com BuNyaon
w
Retail Recruitment
California
Attract new retail and increase
your tax base with defined retail
recruitment strategies.
BUXTON'S CLIENTS
Who else trusts Buxton?
Somerset
Pulaski County
`/ Chvnber of Commerce
R4 pF PC[; UC,
�CSSOV�,
a�oFNios
oRr
Lakewood
Colorado
"The data and
information that Buxton
gives us through SCOUT
is just life changing. It's
a game -changer for the
fire service. We have the
opportunity to spend
more time on education
so we can chase the fire
e0Q4111a
ED
out of the city."
SOUTH BELOR
""m Pharr
GROW WITH US. 1-888-2BUXTON I buxton@buxtonco.com I www.buxtonco.com BuNyaon
PRODUCT SUMMARY
What is it?
As your city grows, so should your
retail establishments. But beginning
the retail recruitment process can be
daunting and overwhelming. Buxton
has the analytic expertise to help
simplify this process. We identify the
best retailers for your community,
taking the guess work out of retail
recruitment.
GROW WITH US.
1-888-2BUXTON
buxton@buxtonco.com
www.buxtonco.com
Btrdon
PRODUCT FEATURES
What will it do for me?
Recruit the best retail and restaurant concepts for
your community.
Buxton uses drive -time analysis, leakage and surplus analysis,
and other techniques to make an enticing proposal to potential
retailers who may be interested in opening a location in your
community.
Gain access to marketing packages for targeted
retailers.
We use our expert analytical insights to prepare custom
reports to recruit retailers who may be interested in entering
or expanding in your community. We then create introductory
letters to help your community leaders begin the recruitment
process with these key retailers.
Encourage residents to shop locally.
As new retailers are brought to the community, residents will be
more prone to shop locally, ensuring an increase in tax revenue
and a reduction in retail leakage.
Make your city more attractive to visitors.
Buxton's City Planning solutions not only maximize your growth,
but also increase your visitor potential.
1:»will 111:11.»: elP1111411111V
How else can you help me?
s C
street
street
promenade
The Magic City
lfJ%�ti�f SNS
. -
Retail Recruitment
- oal�f❑ OX1M
Attract new retail and increase
Cratl
your tax base with defined retail
recruitment strategies.
Redevelopment Strategies
Revitalize once thriving areas of
L town with data -driven economic
development strategies.
�
'+,, t°
�A �.....
Downtown Revitalization
•' ._.:..�°" Buxton can help communities fill
•.....
n vacant downtown sectors.
�5
BUXTON'S CLIENTS
Who else trusts Buxton?
SUNNYSIDE
street
street
promenade
The Magic City
lfJ%�ti�f SNS
City of
Kasson
"It was
eye-opening
to see who we
really were as
a community."
**11V Fort Worth
Library
A Service of the City of Fort Worth
GROW WITH US. 1-888-2BUXTON I buxton@buxtonco.com I www.buxtonco.com BuNaon
LSM
Powered by BUXtm TM
Support Your Local Businesses With Buxton
As city leaders know, a thriving retail sector is vital to the overall health of your community. A
big part of maintaining a growing business community includes recruiting the right retailers for
your city. An equally important mission is business retention — keeping and growing existing
retailers and restaurants in your community.
( Back
Help
REACH & PRICING
i
7
F -boo
'-1.—
$60.0.
GGoogle
Search
1,538 Views
$60.0
®Banner
Atls
-0. Views
$�
Email
no views
0
Direct Mail
eo view.
r
$60.0
Total
$300.00
Back to Map
See & Select See Local Create &
Customers Events Daily Send Ads
LEARN MORE AT MYLSMX.COM
LS M
Local Store Marketing. 2651 S. Polaris Drive Fort Worth, TX 76137 817-332-3681 m Ukmylsmx.co
LSM
Y, -
Powered by BUYton TM
Help your local businesses
understand:
• Who their customers are
• Where those customers live
• Marketing their business
From Buxton, the experts in retail, we are pleased to introduce
LSMx to help cities with their business retention efforts. LSMx
is a local store marketing tool that tells businesses WHO
their customers are, WHERE those customers live, and allows
business owners to target those customers with marketing
campaigns. Through a partnership with Buxton, you can
provide local business owners with LSMx to enhance the
vitality of your local business community.
PUT CONTROL IN THEIR HANDS
Providing an LSMx subscription to a business owner gives them access to see which customers are most likely
to buy their products and how far they are willing to drive to visit their store. This data is visualized on a map,
so they can fully understand their market.
EVENT MARKETING
LSMx allows the user to select what types of events are most important to their business. Business owners
can easily see the events happening around their store on the map in LSMx. Executing marketing campaigns
during events is a great opportunity to promote their business when there will be additional foot traffic in the
area.
BECOME A MARKETER
Finding new customers is the #1 problem for small business owners. With LSMx, a business owner will be able
to see where their customers live and can create customized advertisements to bring new customers through
their doors.
LEARN MORE AT MYLSMXXOM
Local Store Marketing. 2651 S. Polaris Drive I Fort Worth, TX 76137 1 817-332-3681 I mylsmx.com LSM@
From:
Jim Thares
To:
Jacob Thunander
Subject:
FW: Buxton - City of Monticello
Date:
Wednesday, June 20, 2018 4:16:35 PM
Attachments:
imaae001.Dno
image003.p
From: Tim Gladhill [mailto:tgladhill@ci.ramsey.mn.us]
Sent: Monday, June 11, 2018 11:39 AM
To: Katie Schmidt
Cc: Jim Thares
Subject: RE: Buxton - City of Monticello
It was funded by the City (EDA) I believe. There was some value to it, but admittedly, we didn't get as
much value as we had hoped for. They helped filter the types of retailers we should be recruiting,
but honestly, our broker knew this just as well if not better. I think there is better value in putting
dollars for marketing or demographic profiles of who we are (types of shoppers) to get us on the
radar. We've had a couple of suggestions for Nielsen MySegmentData which profiles the types of
shoppers in the community as opposed to what Buxton does (profile of the retailer). Perhaps I have
this wrong, but we have not used the Buxton report that extensively.
Tim Gladhill I tgladhillCd)cityoframsey.com
Community Development Director
City of Ramsey I Community Development
P:763-433-9826 1 F:763-433-9848
7550 Sunwood Drive NW I Ramsey, MN 55303
www. cityoframsey. com
Our Mission: To work together to responsibly grow our community, and to provide quality, cost-effective,
and efficient government services.
From: Katie Schmidt
Sent: Monday, June 11, 2018 11:36 AM
To: Tim Gladhill <tgladhill@ci.ramsey.mn.us>
Cc: jim.thares@ci.monticello.mn.us
Subject: Buxton - City of Monticello
Hi Tim,
I just spoke with Jim Thares from the City of Monticello. Buxton mentioned that we had contracted
with them in the past, so he had some general questions about our experience working with them. I
wasn't sure if you could provide him with any insight. One specific question he had was on funding,
if it was solely funded by the city or if it was a collaborative endeavor with other developers, etc. My
initial thought was that it was solely city funded.
Thanks,
Katie Schmidt
Economic Development
A:drrklnlstratkYe Asslstarot, City of Ramsey
��FJC�: �7b3j 433-332 �1�•4AI: k�tlrnr�dt qk{I#�crfrarn���.mm
ADOR€SS: 7550 5unwood Drive NW, Ramsey, MIN 55303
WINSWE., www.cit crframsay, cpm
KS O-ktoworktogethertoresponsiblyprowourcommunity.
&%dto� pr<-ide gv*ty, cast-effecthre. a+%d CHIIA *# twt-rnerrtse+vleax
NUTILL!_ .1.rEi!iictedL-Iles,I--jiie ,•a:_e:C=Ft•s:JIC-iii,HU
[It,r of Ramsey may b=_ public dea subjt€t tD.the Mk baa iracU[esAct
oral{or rn#• tie ddVIIO ed to third #4nc�s