Planning Commission Agenda 07-02-2013REGULAR MEETING
MONTICELLO PLANNING COMMISSION
Tuesday, July 2nd, 2013
6:00 PM
Mississippi Room, Monticello Community Center
Commissioners: Chairman William Spartz, Sam Burvee, Brad Fyle, Charlotte
Gabler, Grant Sala
Council Liaison: Lloyd Hilgart
Staff: Angela Schumann, Ron Hackenmueller
1. Call to order
2. Consideration to approve Planning Commission minutes.
a. Regular Meeting of June 4th, 2013
3. Citizen Comments
4. Consideration of adding items to the agenda
5. Public Hearing — Consideration of a request for Comprehensive Plan Amendment for a
change in land use designation from Places to Shop to Places to Live and a request for
rezoning from B -4 (Regional Business) District to R -4 (Medium -High Density
Residence) District.
Applicant: 1RET Properties
6. Public Hearing - Consideration of an ordinance amending Monticello Zoning Ordinance
Section 4.3 (D) — Requirements for Fences & Walls by District Type
Applicant: City of Monticello, Planning Commission
7. Community Development Director's Report
8. Adjourn.
MINUTES
MONTICELLO PLANNING COMMISSION
Tuesday, June 4, 2013 - 6:00 PM
Mississippi Room, Monticello Community Center
Commissioners Present: Bill Spartz, Brad Fyle, Charlotte Gabler, Grant Sala
Commissioners Absent: Sam Burvee
Council Liaison Present: Lloyd Hilgart
Staff Present: Angela Schumann, Ron Hackenmueller, Steve Grittman
1. Call to order
Bill Spartz called the meeting to order at 6:00 p.m.
2. Consideration to approve Planning Commission minutes
a. Regular Meeting of May 7th, 2013
CHARLOTTE GABLER MOVED TO APPROVE THE MAY 7TH, 2013
MEETING MINUTES. BRAD FYLE SECONDED THE MOTION. MOTION
CARRIED 4 -0.
b. Special Meeting of May 21St, 2013
BRAD FYLE MOVED TO APPROVE THE MAY 21sT, 2013 MEETING
MINUTES. CHARLOTTE GABLER SECONDED THE MOTION. MOTION
CARRIED 4 -0.
3. Citizen Comments None
4. Consideration of adding items to the agenda None
5. Public Hearing - Consideration of a request for Variance from the rear yard
building setback requirement for an Accessory Trash Enclosure. Applicant:
Monticello Development Group, LLC, Planning Case Number: 2013 — 013
Dollar Tree Store representatives requested a variance to the rear yard building setback
requirement at final plan review for the retail facility planned for 9350 Cedar Street to
move the trash enclosure to a more suitable location. A 10' x 20' trash enclosure had
been proposed along the east (rear) elevation, approximately 20 feet from the southeast
corner of the building. Modifications now proposed include:
Planning Commission Minutes — 6/04/13
Increasing the width of the enclosure from 10 to 15 feet to include a trash
dumpster and a recycling dumpster (in a side by side configuration). The
proposed enclosure would measure 15' x 19' and 6 feet in height.
Shifting the enclosure southward to improve truck accessibility and movement.
Changing the enclosure's finish materials to split face masonry block for
improved endurance.
The proposed modifications would result in a two foot encroachment and 4 foot setback
into the 6 foot wide utility easement which exists around the site perimeter.
Section 2.4(C)(4)(a) of the Zoning Ordinance states that approval of a variance may only
be made upon a determination that practical difficulties will result based on a certain set
of criteria.
(i) The property in question cannot be put to a reasonable use if the
provisions of the Ordinance are strictly applied.
(ii) The circumstances rendering the property unusable are unique to the
property.
(iii) The circumstances rendering the property unusable were not created by
the owner thereof.
(iv) A varian ce, if gran ted, will n of alter th e essen tial ch aracter of th e
locality.
(v) Economic considerations alone shall not constitute a sufficient basis for
a Variance if reasonable use for the property exists under the terms of
the regulation.
Staff summarized that the property could be used in a reasonable manner if the trash
enclosure was constructed according to the previously approved plan. Staff also noted,
however, that certain practical difficulties exist which would allow for consideration of
the variance.
The property is unique in that it is limited by a 6 foot wide utility easement within which
no utilities exist or are planned. These circumstances were not created by the owner. The
proposed setback encroachment is also unique in that no other nearby uses would be
impacted. The proposed enclosure expansion/relocation would not alter the essential
character of the locality. The request is not related to economic considerations.
The proposed setback encroachment would enhance the use of the site by allowing for
improved service vehicle accessibility and trash collection efficiency due to enclosure
size and location. The finish material proposed would also enhance the area.
Commissioners noted that moving the trash enclosure away from the street would also
provide improved screening from public view.
Planner Steve Grittman suggested that the applicant respond to Commission questions
related to the door previously included on the site plan.
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Planning Commission Minutes — 6/04/13
Bill Spartz opened the public hearing.
Jason Taduck, of 3027 Autumn Leaf Circle, Green Bay Wisconsin, speaking on behalf of
the Monticello Development Group, explained that the door on the original site plan had
been moved to the south side of the design for better trash access. He also noted that the
door meets emergency exit requirements.
Hearing no further comment, the public hearing was closed.
Staff pointed out that all variances require an encroachment agreement. Such agreements
state that, if the City requires access to the encroachment, repair costs would be the
responsibility of the property owner.
The request does not require City Council approval as the Planning Commission is the
deciding body for variances.
Decision 1: Adopting Resolution No. 2013 -044 approving a Variance from the
minimum 6 foot rear yard setback requirement in the B -4, Regional Business
District as requested at Lot 1, Block 1, Monticello Business Center 4th Addition
(9350 Cedar Street).
BRAD FYLE MOVED TO ADOPT RESOLUTION 2013 - 044 APPROVING THE
VARIANCE FROM THE MINIMUM 6 REAR YARD SETBACK REQUIREMENT AS
PROPOSED IN THE APPLICATION OF MAY 4, 2013, CONTINGENT ON
COMPLIANCE WITH THOSE CONDITIONS SPECIFIED IN EXHIBIT Z. GRANT
SALA SECONDED THE MOTION. MOTION CARRIED 4 -0.
Exhibit Z — Conditions of Approval
Lot 1, Block 1, Monticello Business Center 4th Addition (9350 Cedar Street)
Variance from 6 Foot Rear Yard Setback Requirement
1. The color of the split -faced block to be utilized on the trash enclosure shall
match the color of the block used at the base of the principal building.
2. Landscaping proposed on the north side of the trash enclosure shall meet
minimum size requirements of the Ordinance.
3. A building permit shall be received and all requirements imposed by it be
satisfied.
6. Public Hearing - Consideration of a an amendment to the Zoning Ordinance
relating to the height and construction standards for fences in residential front
yards. Applicant: City of Monticello Planning Case Number: 2013 - 016
Planning Commission Minutes — 6/04/13
Steve Grittman summarized that the proposed zoning ordinance amendment would
change residential height requirements for front yard fencing within 15 feet of the street
right of way. It would eliminate the first 3 foot high step requirement and allow 4 foot
high front yard fences from the front property line to the building line of the house and 6
foot fencing behind the building line.
Staff suggested including language in the amendment which would create a definition of
average heights over the span of a fence to accommodate common slope differences.
There was also some discussion about the requirement that front yard fencing be at least
50% transparent and that the visibility triangle area at intersections be maintained. Staff
recommended specifying in code language whether this applies to fencing along the front
lot line or to fencing at the right of way line as well. Charlotte Gabler suggested that
transparency rules could be drafted differently for interior lots as well as corner lot
fencing. She also suggested that it would be useful to include illustrations to help clarify
requirements.
Bill Spartz opened the public hearing. Hearing no comments, the public hearing was
closed.
Spartz indicated that he would not vote on the request due to his interest in moving the
issue forward.
Lloyd Hilgart asked a number of questions about fencing location and visibility concerns.
Ron Hackenmueller stated that tiering had been more of an enforcement concern than
transparency. He agreed that the current tiered code is difficult to explain to residents.
The proposed amendment would make code compliance and enforcement easier.
The Commission seemed to agree that more information was needed to consider
amending the fence ordinance. They specifically requested that "front yard" be
specifically defined, and that fence height on slope and transparency issues be further
discussed.
Decision 1: Adopting Resolution No. 2013 -045 recommending approval of an
amendment to the Zoning Ordinance providing for a change to the City's fence
regulations in Section 4.3 (D)(1).
BRAD FYLE MOVED TO TABLE ACTION ON THE REQUEST, PENDING
ADDITIONAL INFORMATION AS IDENTIFIED BY THE PLANNING
COMMISSION AND STAFF REPORT, AND TO CONTINUE THE PUBLIC
HEARING TO CONSIDER AMENDING THE ZONING ORDINANCE TO CHANGE
FENCE HEIGHT STANDARDS IN RESIDENTIAL FRONT YARDS UNTIL THE
JULY 2, 2013 PLANNING COMMISSION MEETING. GRANT SALA SECONDED
THE MOTION. MOTION CARRIED 3 -0. (Bill Spartz did not vote.)
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Planning Commission Minutes — 6/04/13
7. Public Hearing — Consideration of amendments to the Monticello Comprehensive
Plan, Chapter 2 — Community Context, Chapter 3 — Land Use and Chapter 4 —
Economic Development
Community Development Director Angela Schumann and HKGi Consultant Rita Trapp,
provided an overview of the process used to revise Chapter 2 — Community Context,
Chapter 3 — Land Use, and Chapter 4 Economic Development of the City's
Comprehensive Plan (Comp Plan) and highlighted some of the updates proposed.
They summarized that representatives from the IEDC, EDA and Planning Commission
had formed a small group tasked with evaluating the existing Comp Plan document and
providing guidance about how best to revise it. Charlotte Gabler and Brad Fyle
represented the Planning Commission in this effort. The City also engaged HKGi
consultants to assist in the amendment process as HKGi was the lead consultant for the
preparation of the original Comp Plan.
As part of the Community Context chapter review, the small group consulted numerous
resources including the latest Census data, surveys, and findings from recent economic
development reports to determine specific recommendations for including data relevant
for decision - making and policy development.
Trapp provided a sampling of such data which underline trends that affect many local
issues. Monticello is a young community with a large number of growing families with
young children. It is traditionally difficult to engage this busy population in the
community. The population is homogeneous in terms of race and ethnicity. The diversity
of housing options in Monticello is similar to that of the Twin Cities. The local single
family detached housing market has recovered more quickly from the recession than
other housing types. Forty percent of rental properties were built prior to 1970.
Monticello is primarily a commuter community. Those who commute to work elsewhere
earn higher wages than those that work in the City. Fifteen percent of residents are
employed within the City. There has been overall growth in local manufacturing
employment. More than half of local employers have fewer than 4 employees. The
leading employment sectors are retail, education, health care, manufacturing and
hospitality. Higher education levels have increased since the 2000 census. Monticello's
median household income is comparable to that of the Twin Cities.
As part of the Land Use chapter review, the small group reaffirmed the existing five
overall land use policies for Places to Work and recommended no modifications to the
inventory of available industrial land.
As part of the Economic Development chapter review, the small group confirmed the
City's four overall economic development goals and added an emphasis on job retention.
Other strategy amendments included broadening the focus for attracting industry,
coordinating utility and transportation planning in expansion areas, and promoting the
retention and expansion of health care services.
The IEDC and EDA had both unanimously recommended adoption of the proposed
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Planning Commission Minutes — 6/04/13
Comp Plan amendments with minor changes which have been incorporated.
Staff pointed out that the proposed amendments have practical application in that they
serve to guide annual workplan and budget development efforts.
Bill Demeules asked Trapp how to determine if attracting or retaining businesses should
be of a higher priority. Trapp stated that, in her experience, it has been more cost
effective to retain and help grow businesses already in place.
Citing two recent situations in which the City purchased property and removed the
structure on site, Brad Fyle asked if the City was doing enough to retain small businesses.
Grant Sala agreed that while business retention is important, the City must continue to try
to address the needs of a young community.
Bill Spartz opened the public hearing. As there were no comments, the public hearing
was closed.
BRAD FYLE MOVED TO APPROVE RESOLUTION 2013 -023, RECOMMENDING
THE ADOPTION OF THE PROPOSED AMENDMENTS TO CHAPTER 2 —
COMMUNITY CONTEXT, CHAPTER 3 — LAND USE, AND CHAPTER 4 —
ECONOMIC DEVELOPMENT OF THE 2008 MONTICELLO COMPREHENSIVE
PLAN, BASED ON FINDINGS AS STATED IN SAID RESOLUTION. CHARLOTTE
GABLER SECONDED THE MOTION. MOTION CARRIED 4 -0.
City Council will consider these amendments at its June 24th meeting.
8. Consideration to appoint a Planning Commission representative to the
Transportation Advisory Committee
Staff asked that the Commission formally appoint a representative to the Transportation
Advisory Committee (TAC) because the prior decision to rotate member attendance at
TAC meetings had proved ineffective. The Commission's recommendation will be
forwarded to the City Council for ratification.
BILL SPARTZ MOVED TO RECOMMEND APPOINTMENT OF CHARLOTTE
GABLER TO SERVE AS THE PLANNING COMMISSION REPRESENTATIVE TO
THE TRANSPORTATION ADVISORY COMMITTEE. BRAD FYLE SECONDED
THE MOTION. MOTION CARRIED 4 -0.
9. Community Development Director's Report
Hillside Farm — Lots in Hillside Farm 3rd and 4th Addition have been posted for a Notice
of Expiration of Redemption period for tax forfeiture. The City filed an affidavit of
developer default against all 42 lots. The affidavit outlines the City's right to complete
the remaining public improvements and to assess costs to the lots. The recorded Planned
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Planning Commission Minutes — 6/04/13
Unit Development runs with the land via the development contract and is binding.
Development standards will be upheld until amended. Potential buyers would be made
aware of this information.
Economic Development Position Update - The City Council approved 50% of the
funding necessary to pay for economic development consulting services with WSB. The
proposed contract will be reviewed at the June 12th EDA meeting.
Building /Development Activity — Building Official Ron Hackenmueller highlighted
recent Department of Building Safety statistics. 340 rental applications were received and
224 inspections completed. Help Desk inquiries related to blight decreased likely because
banks have now sold many problem properties. 245 building permits have been issued so
far this year. 80 permits were issued in the last month. The number of single - family home
permits doubled in May. The average house value is $163,000.
Hackenmueller has been attending Radiological Emergency Preparedness (REP)
meetings and reviewing evacuation plans in preparation for a June 11th practice drill.
FEMA will evaluate the drill scheduled for July 23rd. Hackenmueller has also been
reviewing the $15,000 REP budget to determine priority spending. The budget had been
used to purchase radios for the Fire and Public Works Departments in prior years. Brad
Fyle suggested that REP be more closely aligned with the efforts of other public safety
personnel. Angela Schumann pointed out that representatives from various departments
have also participated in National Incident Management System (NIMS) training which
provides a systematic structure to handling communications during emergencies.
9. Adiourn
BRAD FYLE MOVED TO ADJOURN THE MEETING AT 7:48 PM. CHARLOTTE
GABLER SECONDED THE MOTION. MOTION CARRIED 4 -0.
Recorder: Kerry Burri
Approved: July 2, 2013
Attest:
Angela Schumann, Community Development Director
Y
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Planning Commission Agenda — 07/02/13
5. Public Hearing — Consideration of a request for Comprehensive Plan Amendment
for a change in land use designation from Places to Shop to Places to Live and a
request for rezoning from B -4 (Regional Business) District to R -4 (Medium -High
Density Residence) District. Applicant: (NAC)
Property: Lot 1, Block 2, Riverview Square (southeast quadrant of
County Highway 39 and Hart Boulevard)
The property consists of approximately 5.2 acres and is
currently vacant.
Planning Case Number: 2013 -023
A. REFERENCE & BACKGROUND
Request(s): Comprehensive Plan Amendment from "Places to Shop" to
"Places to Live" and rezoning from B -4, Regional Business
to R -4, Medium -High Density Residential District
Deadline for Decision: 8/12/2013
Land Use Designation: Places to Shop
Zoning Designation: B -4, Regional Business, and the Mississippi Wild and
Scenic Recreational River Overlay District
The purpose of the "B -4" regional business district is to
provide for the establishment of commercial and service
activities which draw from and serve customers from the
entire community or region.
The purpose of the MWSRR district is to protect and
preserve the scenic, recreational, natural and historical
values of the Mississippi River in the city by carefully
controlling development of this river corridor consistent
with the state Wild and Scenic River Act.
Current Site Use: The site is currently undeveloped.
Surrounding Land Uses:
North: County Highway 39, Single Family Residential, zoned R -1
East: Church and Twin Homes, zoned R -1
Planning Commission Agenda — 07/02/13
South: Retail and Service, zoned B -2/B -3
West: Retail and Gas /Convenience, zoned B -4
Zoning Map Amendment Standards
The applicants are seeking a rezoning and re- designation of the governing land use
requirements for the subject site from commercial ( "Places to Shop ") and B -4, "Regional
Business" zoning, to residential ( "Places to Live ") and R -4, "Medium -High Density
Residential" zoning. This is a fundamental change in land use direction for the subject
property.
While there are technical aspects to any land use and rezoning question, such as street
capacity, impacts on utilities, density and intensity of land use, and general impacts on
surrounding neighborhoods, a rezoning of this type is essentially a policy question.
Particularly in this case where the underlying zoning supports a highly intensive
commercial activity, a higher density residential designation does not lead to extreme
differences in impact.
It is important to consider the request for re- designation in the context of the potential of
one zoning/land use category to another — not (as is sometimes suggested by neighbors) a
change from a vacant property to a developed one. Any new development on the subject
property, whether under current or proposed zoning, will create significant new impacts
on traffic levels, infrastructure use, and other changes. For the Commission's reference,
the criteria for Comprehensive Plan Amendment have been included as supporting data.
The Zoning Ordinance also identifies the following standards for considering rezoning
(or other zoning ordinance) amendment requests:
2.4 (B) (5) Approval Criteria
Recommendations and decisions on zoning amendments shall be based on
consideration of the following criteria:
(a) Whether the proposed amendment corrects an error in the original text
or map; or
(b) Whether the proposed amendment addresses needs arising from a
changing condition, trend, or fact affecting the subject property and
surrounding area.
(c) Whether the proposed amendment is consistent with achieving the
goals and objectives outlined in the comprehensive plan.
Planning Commission Agenda — 07/02/13
Of these, (b) and (c) are relevant to the current request. The Comprehensive Plan
question, item (c), is the primary policy consideration for the City, as the applicant
contends that conditions (from the time of the original commercial designation) have
changed dramatically, supporting the rezoning request. Therefore, as noted above, the
issue for consideration is the change from one land use designation to another.
When the property was originally platted and zoned for commercial use, the city required
the platting of an access street (Hart Boulevard) for primary access, and utility extensions
designed to be adequate to serve an intense commercial development. The applicants
suggest that the construction of a 92 unit multi - family residential building on the 5.2 acre
parcel as proposed would be feasible from an economic standpoint, manageable from an
infrastructure standpoint, and compatible with the existing land uses in the area.
As identified previously, the surrounding land uses are:
• B -4 Commercial to the west (both developed and vacant — uses include
gas /convenience store and retail);
• B -2 and B -3 Commercial to the south and southeast (both developed and vacant —
uses include print shop and bar /restaurant);
• R -1 Residential to the east (uses include two- family homes and a church); and
• R -1 Residential to the north, across County Highway 39 (uses are single family
residential).
The comprehensive plan amendment criteria requires that the City consider compatibility
with existing and proposed uses surrounding the subject properties. The proposed site
plan illustrates how a building could be constructed on the property to meet the
requirements of the zoning district, if rezoned to R -4. This specific plan is not under
consideration as a part of the rezoning, but is helpful in showing how the property could
be used if approved. The surrounding land uses are reasonably well isolated from the
proposed site. Perhaps the most "incompatible" use, the single family neighborhood to
the north, is separated from the proposed development site by at least 90 feet of road right
of way, as well as existing and required setbacks.
Traffic impacts from the project would be focused internally toward Hart Boulevard, just
as would any commercial development under the current zoning. From a traffic
generation standpoint, the proposed apartment project would be expected to generate
approximately 700 trips per day. A retail commercial development on this site would be
Planning Commission Agenda — 07/02/13
expected to generate around 1,000 trips per day, more if fast -food restaurant or other
convenience uses were part of a project.
The comprehensive plan amendment criteria identified in the zoning ordinance also
includes a reference to whether the amendment at addresses a demonstrated community
need. In a recent update to Chapter 2 — Community Context of the Comprehensive Plan,
it was noted that almost 40% of the city's multi - family housing stock was constructed
prior to 1970. This suggests a need for updated multi - family housing units, developed
consistent with the comprehensive plan's overall goals for both step -up and life -cycle
housing.
Perhaps the greatest change since this site was platted and zoned — apart from economic
conditions — would be the City's adoption of the Embracing Downtown study as an
amendment to the Comprehensive Plan. This study re- focused the community's attention
on downtown Monticello development and redevelopment opportunities. Many of the
uses allowed in the B -4 District would be those that the City might encourage — under the
policies of the update Plan — to be located in the downtown area.
The considerations above examine the impacts of the rezoning on the site in question.
One of the related considerations for the City is how the reclassification of that land
might impact other "competitive" locations in the community. While the Embracing
Downtown project does not propose to "force" development to the downtown, it
encourages the City to take positive steps that support downtown development. The
zoning map envisions large areas of the community outside of the downtown that might
accommodate regional business activity. Paring down that regional commercial land
supply can be viewed as consistent with the Comprehensive Plan in this way.
Wild and Scenic Recreational River Overlay District Impacts. The Wild and Scenic
River Overlay District would not change under this request. There are impacts on a
proposed development under that district. These impacts would include a restriction on
potential building height, which is currently 25 feet in the MWSRR, rather than the 3 or 4
stories expected for a multiple family building. This would need to be addressed as a
variance from the MWSRR standard at the time of application.
Finally, with the rezoning application occurring on a site that is subject to the MWSRR,
the Minnesota Department of Natural Resources has 30 days to comment on the request.
A notice is being forwarded to the DNR staff. However, final action must await the
expiration of the 30 day period. Thus, the applicant should be notified of an extension to
the 60 day City decision period under MN Stat. 15.99, and consideration before City
Council will need to occur after the DNR has had the statutory opportunity for comment
on the request.
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Planning Commission Agenda — 07/02/13
B. ALTERNATIVE ACTIONS
Decision 1: Resolution of Recommendation for Comprehensive Plan amendment
reclassifying the subject property from "Places to Shop" to "Places to Live ", and
Rezoning to R -4, Medium -High Density
1. Motion to approve Resolution 2013 -052 recommending approval of the
Comprehensive Plan amendment reclassifying the subject property from "Places
to Shop" to "Places to Live ", and Rezoning to R -4, Medium -High Density
Residential, based on the findings identified in the Resolution. This motion
should include a condition that the City's 60 -day decision period is extended to
120 days, and that the DNR has the required opportunity to provide comment on
the rezoning.
2. Motion to deny Resolution 2013 -052, recommending a Comprehensive Plan
amendment reclassifying the subject property from "Places to Shop" to "Places to
Live ", and Rezoning to R -4, Medium -High Density Residential, based on findings
to be made by the Planning Commission. This motion should include a condition
that the City's 60 -day decision period is extended to 120 days, and that the DNR
has the required opportunity to provide comment on the rezoning.
3. Motion to table action on the request, pending additional information as identified
by the Planning Commission and staff report.
C. STAFF RECOMMNDATION
Land Use amendments and rezoning applications are policy - related decisions. As noted
above, the proposed land use change from commercial to multi - family residential would
have only minimal changes in traffic and other impacts, and in some cases would likely
lessen the impact on the City's infrastructure.
The Comprehensive Plan, as now amended with the Embracing Downtown study
materials, can be read to support the rezoning, by taking steps that have the impact of
focusing commercial development toward the downtown area, away from competing
nodes. While this does not require the City to rezone undeveloped commercial land in
any way, the proposed rezoning for this site can at least be viewed as being consistent
with the City's land use policies in such manner.
In some manner, the subject site should be able to function well under either commercial
or high- density residential regulations. While there are several areas of the community
that are zoned and can accommodate commercial land uses, the options for multiple -
family residential are limited. Existing development patterns can often inhibit infill
Planning Commission Agenda — 07/02/13
higher densities, and finding compatible high- density sites can be a challenge. This
"alternative locations" factor supports the idea that rezoning to residential can be viewed
positively.
Finally, although unrelated to this proposal, the City has recently adopted an amendment
to its zoning ordinance that establishes a zoning district that allows higher density
residential development, but also places extensive requirements on that development to
meet the Comprehensive Plan goal of higher quality development in all categories.
Development of multiple family structures under that new district permit higher densities,
but also apply greater performance standards (along with a requirement for Conditional
Use Permit review) to ensure that the subsequent development proposal is consistent with
the City's objectives.
As a result, staff is supportive of the land use amendment and rezoning. There should be
few, if any, negative impacts on surrounding land uses. The comprehensive plan
supports land use decisions that have the effect of encouraging commercial development
in the downtown area. There are several options for commercial development in the City,
but relatively few competitive sites for high - density residential. And finally, the City's
updated R -4 zoning district helps to ensure that multiple family residential development
will be accomplished in a high quality manner and be a credit to the community.
D. SUPPORTING DATA
A.
Resolution 2013 — 052
B.
Aerial Image
C.
Applicant Narrative
D.
Zoning Map
E.
Land Use Plan
F. Site Plan
G. Comparable Concept Image
H. Comprehensive Plan Amendment Review Criteria
CITY OF MONTICELLO
WRIGHT COUNTY, MINNESOTA
RESOLUTION NO. 2013 - 052
Date: July 2nd, 2013 Resolution No. 2013 - 052
Motion By: Seconded By:
A RESOLUTION RECOMMENDING THAT THE CITY COUNCIL ADOPTS AN
AMENDMENT TO THE ZONING MAP, REZONING FROM B -4, REGIONAL
BUSINESS TO R -4, MEDIUM -HIGH DENSITY RESIDENTIAL, TOGETHER WITH AN
AMENDMENT TO THE COMPREHENSIVE LAND USE PLAN REGUIDING SAID
PROPERTY FROM "PLACES TO SHOP" TO "PLACES TO LIVE ", FOR THE
FOLLOWING DESCRIBED PARCEL:
LOT 1, BLOCK 2, RIVERVIEW SQUARE
WHEREAS, the property owner MMC Land Companies, together with 1RET Properties as applicant,
have requested a comprehensive plan amendment and rezoning of the property named above; and
WHEREAS, said property is currently zoned B -4, Regional Business District; and
WHEREAS, the applicant proposes that the zoning map be amended to rezone the subject property
to R -4, Medium -High Density Residential District; and
WHEREAS, the property is designated as "Places to Shop" in the Monticello land use plan; and
WHEREAS, the designation "Places to Live" would accommodate multiple family residential
development; and
WHEREAS, the "Places to Live" designation would accommodate residential development that
would be compatible with the surrounding land uses; and
WHEREAS, high- density residential development can be adequately served by existing public
services, including utilities and roadways; and
WHEREAS, the proposed zoning would be consistent with the land use plan as amended; and
WHEREAS, the Planning Commission of the City of Monticello finds that the proposed uses of the
property will be consistent with the intent of the Comprehensive land use plan and proposed zoning
district; and
WHEREAS, the Planning Commission has conducted a public hearing on July 2, 2013 to review the
requests and receive public comment on the rezoning; and
WHEREAS, the Planning Commission finds that the applicant has met the requirements for
Comprehensive Plan amendment and rezoning found in the zoning ordinance;
NOW, THEREFORE, BE IT RESOLVED, by the Planning Commission of the City of
Monticello, Minnesota:
The Planning Commission recommends that the City Council adopt the amendment to the
Comprehensive Land Use Plan and a zoning map amendment to be identified as Ordinance #581.
ADOPTED this 21 day of July, 2013 by the Planning Commission of the City of
Monticello, Minnesota.
MONTICELLO PLANNING COMMISSION
By:
William Spartz, Chair
ATTEST:
Jeff O'Neill, City Administrator
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Arum" 5maes Suess!
I am the tee title owner of the described property and I agree to this application. I certify that I am ht compliance
vim+ all ordinance mcorements and condh3aM regarding other Qty approval that have been prmiouly granted.
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This applcation shall be processed In my name and I am the party whom the City should contact ragwdng the
applcation. I have completed all of the appkaMe tAing requirements and I hereby admawledge that 1 have read
and fully understand the appRtaMe provlslons of the City Ordieearttes and current poWas related to this
application and that the documents and Warmatio n I have submitted also true and oortect.
1 pdmorrledge the Fees & Escrow Purpose ex0anatkm below and hereby agree to pay all statemegts..alpived
pertalning m acrid al rm seed CAty realew.
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TI *W Review
MN State ISM allows a 6D-ft review period for final motor+ on a bnd tsta appkatici% aria that appkwon is
found to be complet% unless the C ty estends the mm bww paned and so ncdft Oa appftnL your request urdll
cwt be schaduled for public hearten; or City rarbr until all required Infornrstlos has been ptaWded amd Pound to be
adequate by the Community Dxvafop ent Depano nt.
Pure of Pon a EW ON
fees: Tba application does eels used fm' publication of do public hmerlm nmtke In the Mcadwilo Times, for
postage to mall the: nmiuked notice t a adleoat ptopartiss as nutlirted by ordinance. and nwordlrig fame.
s The City uses oscraw da xWu forstaff and c oirwAtaet tFnwfor cats rMAGWand prop mU*pe of documents
related to On application. V* may Include &VbwerkM legal, planner and ammlrormmwrW cone time_ Should
the original esceow beenteedod, theapplicant or responsible party Weil be billed for all addittorral services.
It is the polky ortha Qty of Monticello to r squire appikants doe land use appnwals to reimburse the chy far amsts
Incarrad M r brtawtng and aeons upan applluttoM sc thatthem boats are not boena by the tames *f the City.
These costs Include all of the CWs out -nit costs for avem —, lndulhtg the Ott/$ Covi for radew of the
appffcMM by tho Clara staff. OsnaaMM Engimear, CmMidnS oglomr, City Att=W, or umber tonsedtants.
The City vA1 (crack* the spp&=4 for these costs sdltlrin 3 motifs of final salon an the land use application and
payment vratil bo due Britt n thhty {3M days. If pagmant ISM received as spired tty this U earnaet, the will!
promed ors actTan to tam or Ilan. Pavement aQ cnb vA be t6grxTnad whohorthe appkstinn is VorMW or denbd.
9
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RE: Lot 1, Block 2, River View Square
PID — R155 -177- 002010
IRET Properties has placed the parcel referenced above under contract with the hope to have the zoning changed from
Business District B4 to R4, which would allow density up to 25 units per acre. The existing parcel is 5.02 acres in size and
with the current setback requirements, we calculate that a 92 unit apartment community would be permissible under an
R4 zoning. Our intent would be to construct a Class A market rate apartment complex with underground parking.
IRET has owned and operated Monticello Village Apartments since 2004. During that time, the property has
continuously operated at or near full occupancy, which is an indication of a market that is in need of rental housing.
IRET has researched developing more apartments in Monticello in the past but determined that a project would not be
economically feasible due to the prior zoning requirements that drastically limited density.
The above referenced parcel has been for sale for several years as a commercial use opportunity. However, the fact that
it is removed from the other core retail centers in Monticello and the central business district makes it a less desirable
location for this use. Past interest in the site for commercial use has been limited and no successful sales have been
obtained
An apartment community on this site would very desirable. The location offers direct access to Interstate 94 and is in
close proximity to schools, entertainment and medical. Also, the primary uses in the immediate vicinity are light
commercial and multifamily housing so an apartment community would be a natural fit.
We feel that with the property's close proximity to shopping, banking, healthcare, schools, recreation and
transportation that a change in land use would be well suited for this location. The change would be supported by the
city's comprehensive plan and would enhance the existing city's assets in building a great place to live, work, shop and
play.
Figure 3-2: Land Use Plan Map
3-4 1 Land Use City of Monticello
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MONTICELLO APARTMENTS
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COMPREHENSIVE
PLAN
AMENDMENT
CHAPTER 2: APPLICATION REVIEWS AND PROCEDURES
Section 2.4 Specific Review Procedures & Requirements
Subsection (A) Comprehensive Plan Amendments
(N) Reconsideration of Land Use Approval Applications
No application for land use approval which has been denied by the City Council, in
whole or in part, shall be reconsidered for a period of six (6) months from the date of
City Council action on the application, except where there is substantial new evidence
or proof of a change in conditions with respect to such application. Before any such
reconsideration, the City may require the submission of the appropriate application fee
and the application may be considered as a new application.
2.4 Specific Review Procedures & Requirements
(A) Comprehensive Plan Amendments
(1) Purpose and Scope
This section sets out the procedure to follow when considering a change to the
Comprehensive Plan.
(2) Initiation of Proceedings
Proceedings for the amendment of the Comprehensive Plan shall be initiated by
one of the following:
(a) An owner of property or an authorized representative of an owner pursuant to
Section 2.3(B), Authority to File Applications;
(b) Recommendation of the Planning Commission; or
(c) Action of the City Council.
(3) Application
(a) All applications to amend the Comprehensive Plan shall be in accordance
with Section 2.3, Common Review Procedures & Requirements.
(b) In addition to the common review requirements, applications for
Comprehensive Plan amendments shall also include the following:
Section 2.3: Common (i) The name of the applicant;
Review Requirements
(ii) A narrative explaining the requested change and the reasons why the
Comprehensive Plan should be amended per the request;
(iii) The legal description of all real property proposed for change (if
applicable);
City of Monticello Zoning Ordinance Page 19
CHAPTER 2: APPLICATION REVIEWS AND PROCEDURES
Section 2.4 Specific Review Procedures & Requirements
Subsection (A) Comprehensive Plan Amendments
(iv) The existing and proposed land use and zoning designations for all
properties proposed to change (if applicable);
(v) A map of the properties to be modified to a different land use category,
showing the addresses and land uses for adjacent properties (if
applicable);
(vi) The proposed text and /or maps to be added, amended, or deleted from the
Comprehensive Plan along with documentation as to the location of the
text changes in the Comprehensive Plan, if applicable.
(4) Review
(a) Planning Commission
Before any amendment is adopted, the Planning Commission shall hold at Section 2.3a): Public
Notification
least one public hearing after proper notice has been issued in accordance
with Section 2.3(I). Following the hearing, the Planning Commission shall
adopt findings and recommendations on the proposed amendment as soon as
practical. The Community Development Department may forward an
application to the City Council without a recommendation from the Planning
Commission only if it is deemed necessary to ensure compliance with state
mandated deadlines for application review.
(b) City Council
The City Council may hold a public hearing on the amendment if they deem
such necessary or it is deemed necessary by the Community Development
Department. After consideration of the Planning Commission
recommendation and /or hearing, if applicable, the City Council may adopt the
amendment or any part thereof in such form as it deems advisable. Approval
of an amendment shall require the approval of two - thirds of all the members
of the City Council, except as may be exempted by State Statute.
(5) Approval Criteria
Recommendations and decisions on Comprehensive Plan amendments shall be
based on consideration of the following criteria:
(a) Whether the proposed amendment corrects an error or addresses the need
resulting from some changing condition, trend, or fact arising since the
adoption of the Comprehensive Plan;
Page 20 City of Monticello Zoning Ordinance
Planning Commission Agenda — 07/02/13
6. Continued Public Hearing - Consideration of an ordinance amending Monticello
Zoning Ordinance Section 4.3 (D) — Requirements for Fences & Walls by District
Type Applicant: City of Monticello. AC
A. REFERENCE & BACKGROUND
Property:
Planning Case Number:
Request(s):
Deadline for Decision:
Land Use Designation:
Zoning Designation:
Current Site Use:
Surrounding Land Uses:
Amendment Description:
M:1
2013-019
Amendment to the Zoning Ordinance to change the fence
regulations addressing height, visibility, and related
elements of the code
NA
Places to Live
Residential Districts
NA
NA
In June, the Planning Commission considered an amendment request that would change
the requirements for fence height in residential districts for any fence in the front yard,
and within 15 feet of the street right of way (the front property line).
The current ordinance creates a stepped requirement for front -yards fences. Beginning at
the property line, a fence may be no more than 3 feet in height for the first 15 feet of
length, then may be 4 feet in height up to the front building of the house. Behind the
front building line, the fence may in height again up to 6 feet. The ordinance currently
reads as follows:
Ordin an ce R equ irem en ts:
Section 4.3 (D)(1)
(a) Front Yards
(i) Fences and walls shall not exceed a height of four (4) feet in front yards
and that part of side yards from the front lot line to the front building line.
Planning Commission Agenda — 07/02/13
(ii) If a fence or wall in a front yard exceeds three (3) feet in height, it
must be set back a minimum of fifteen (15) feet from the front property
line.
(b) Side or Rear Yards
(i) Fences and walls shall not exceed a height of six (6) feet in side and
rear yards.
(ii) In side or rear yards which abut a public street, fences or walls which
exceed thirty -six (36) inches in height must be set back at least six (6) feet
from the property line, and the setback area shall be landscaped in
accordance with the provisions of Section 4.3(J)(4), Appearance.
As discussed at the June Commission meeting, the proposed amendment removes the
first "step" requirement, and permits front -yard fences to be 4 feet in height from the
front property line to the building line of the house, then continues to permit the increase
to 6 feet behind the building line.
The ordinance language would be changed to eliminate Subp. (a)(2), and would read as
follows:
(a) Front Yards
(i) Fences and walls shall not exceed a height of four (4) feet in front yards
and that part of side yards from the front lot line to the front building line.
(ii) if ., fence o .,11 in ., front ..,r 0 eels three (3) foot in Leigh ;t
n+ast be sot 6.aek ., minin+am of fifteen (1 5) foot from the front p pe fty
%3e—.
No change would be made to Subp. (b).
The Commission also addressed a discussion regarding the "transparency" requirement in
the ordinance. The code currently requires that any front yard fence be at least 50%
"transparent ", such that a picket -style fence would have an equal amount of pickets and
openings. Other fence styles may also comply (such as chain link, aluminum or wrought
iron, etc.), and no change is proposed to this requirement. While the Commission
discussed the idea that solid fences may be appropriate, staff would be concerned that the
combination of raising fence height to four feet, and allowing them to be solid, would
interfere with the visibility of vehicles backing out of residential driveways — both for the
vehicle in the driveway and for passing traffic on the roadway. As such, no change the
requirement for 50% transparency in the front yard is proposed.
The code also continues the requirement that the visibility triangle area at intersections be
retained — this amendment would not impact that regulation.
Planning Commission Agenda — 07/02/13
Finally, the Commission discussed the issue of fences that were constructed along a
sloping property line. Many fence styles are commonly purchased in prefabricated
panels and installed between posts. These panels are typically 6 feet high and between 6
feet and 8 feet wide. When installed on a slope, the upper section of the fence may be 6
feet from the existing grade, but the fence height at the downhill section (presuming the
top rail remains horizontal as designed) will be 7 feet to 8 feet above ground, depending
on post spacing and slope.
As an example, the steepest slope commonly approved for residential yards is 4:1, that is,
1 foot of vertical slope over a horizontal distance of 4 feet. With fence panels that are 6
feet high and 8 feet wide, on a 4:1 slope, the height of the fence at the uphill post would
be 6 feet above the grade, but 8 feet high at the downhill post. If a person is using 6 foot
wide panels, the height at the downhill post would be 7.5 feet on the same slope.
The following photo shows a typical illustration of this concept:
Planning Commission Agenda — 07/02/13
If the City wishes to accommodate this issue, language would need to address fence
height. The current fence height measurement language is found in Section 8.2 (B)(5):
(iv) Fence and Wall Height
Fence and wall heights are to be measured from the adjoining average
grade. In the case of grade separation such as the division of properties by
a retaining wall, the height shall be determined on the basis of
measurement from the average point between the highest and lowest
grade.
An additional paragraph could be added as follows:
v) Fence and Wall Height on Sloues in Residential Side and Rear Yards
Where a fence is constructed of posts and panels down a slope in a side or
rear yard of residential property, and the top rail of said fence or wall
maintains a horizontal alignment, the height of said fence shall be
measured as follows:
The maximum fence height identified in the ordinance applicable to said
fence shall be measured from existing grade to the top of the fence panel
nearest to the uphill post. The height of the top edge of the fence panel
may exceed the maximum required height by up to two (2) feet when
measured at the downhill post. Any fencing used to enclose the gap below
the fence panel shall match the panel in material, color, and style, or may
be retaining wall constructed of stone, brick or concrete masonry units
designed and sold explicitly for such purpose.
The consideration of an amendment of this type is a policy question for the City. The
appropriate height for fences, and the related setback, is a question of neighborhood
character and aesthetics. In this case, the change will permit a small amount of additional
higher fencing adjacent to the street setback area, but would remove the stepped
appearance required by the code. Approval of the amendment would be supported by a
finding that the change results in a more uniform condition for front -yard fences, and
would be both easier to comply with and to enforce by reducing complexity.
B. ALTERNATIVE ACTIONS
Decision 1: Adopting Resolution No. 2013 -045 recommending approval of an
amendment to the Zoning Ordinance providing for a change to the City's fence
regulations in Section 4.3 (D)(1).
1. Motion to adopt Resolution 2013 - 045 recommending approval of the Zoning
Ordinance amendment changing fence height standards in residential front yards.
4
Planning Commission Agenda — 07/02/13
2. Motion denying Resolution 2013 - 045 recommending approval of the Zoning
Ordinance amendment changing fence height standards in residential front yards
3. Motion to table action on the request, pending additional information as identified
by the Planning Commission and staff report.
C. STAFF RECOMMENDATION
Staff supports the amendment as proposed. The step requirement does not appear to
serve any public safety purpose, and makes the fence standards both difficult to construct
or comply with, and unnecessarily complicates the requirements.
D. SUPPORTING DATA
A. Resolution 2013 -045
B. Monticello Zoning Ordinance, excerpt — Section 4.5
CITY OF MONTICELLO
WRIGHT COUNTY, MINNESOTA
RESOLUTION NO. 2013 —045
Date: July 2nd, 2013 Resolution No. 2013 -045
Motion By: Commissioner Seconded By: Commissioner
A RESOLUTION RECOMMENDING APPROVAL OF AN AMENDMENT
TO THE ZONING ORDINANCE AMENDING THE REQUIREMENTS FOR
FENCE HEIGHT IN RESIDENTIAL FRONT YARDS
WHEREAS, the Planning Commission has reviewed the zoning ordinance language for relating to fence
height pursuant to the regulations of the Monticello Zoning Ordinance; and
WHEREAS, the Planning Commission held a public hearing on June 4, 2013 on the application and the
applicant and members of the public were provided the opportunity to present information to the Planning
Commission; and
WHEREAS, the Planning Commission has considered all of the comments and the staff report, which are
incorporated by reference into the resolution; and
WHEREAS, the Planning Commission of the City of Monticello makes the following Findings of Fact in
relation to the recommendation of approval:
1. The amendment is consistent with the 2008 Monticello Comprehensive Plan for Places to Live;
and
2. The amendment will have a beneficial effect on the construction of fencing and residential
aesthetics in the front yard areas of residential property; and
3. The amendment removes an unnecessary complication from the language of the zoning
ordinance, making it easier to interpret and enforce.
NOW, THEREFORE, BE IT RESOLVED, by the Planning Commission of the City of Monticello,
Minnesota:
1. Pursuant to Minn. Stat. §462.357, the zoning ordinance amendment is hereby recommended for
adoption by the City Council.
ADOPTED this 2na day of July 2013, by the Planning Commission of the City of Monticello,
Minnesota.
MONTICELLO PLANNING COMMISSION
William Spartz, Chair
/.I00IMI
Angela Schumann, Community Development Director
CHAPTER 4: FINISHING STANDARDS
Section 4.3 Fences & Walls
Subsection (D) Requirements for Fences and Walls by District Type
(b) Fences which do not require a building permit under the provisions of Section
4.3(1))(4)(a) above may be constructed without a permit, but shall adhere to
all fencing requirements in this ordinance.
(D) Requirements for Fences and Walls by District Type
All fences and walls shall conform to the following standards. In all cases, heights are
measured from finished grade on the highest side of the fence or wall.
(1) Residential Districts
In residential districts (see Table 3 -1: Base Zoning Districts), fences and walls
shall conform to the following:
(a) Front Yards
(i) Fences and walls shall not exceed a height of four (4) feet in front yards
and that part of side yards from the front lot line to the front building line.
(ii) If a fence or wall in a front yard exceeds three (3) feet in height, it must
be set back a minimum of fifteen (15) feet from the front property line.
(b) Side or Rear Yards
(i) Fences and walls shall not exceed a height of six (6) feet in side and rear
yards.
(ii) In side or rear yards which abut a public street, fences or walls which
exceed thirty -six (36) inches in height must be set back at least six (6) feet
from the property line, and the setback area shall be landscaped in
accordance with the provisions of Section 4.3(J)(4), Appearance.
(c) Transparency
Fences or walls located within a front yard or side yard adjacent to a street
shall maintain a minimum of 50 percent transparency.
(d) Access
Where any fence or wall connects to a building used as a dwelling, at least
one gate not less than 2 feet 6 inches in width shall be required to allow
access around the building.
City of Monticello Zoning Ordinance Page 229
Planning Commission Agenda: 07/02/13
7. Community Development Director's Report
Planning Recommendations
The comprehensive plan amendments to Chapters 2, 3, and 4, recommended by the Planning
Commission in June, were adopted by the City Council on June 24th, 2013. Once the final
version of the documents has been posted online, an email with the link will be sent to all
Commissioners.
Transportation Advisory Committee
Commissioner Gabler was formally appointed to the TAC by the City Council on June 24th,
2013.
Economic Development
The City Council authorized the final contract for WSB's Market Matching services for
Economic Development. A copy of the scope of work, which is an addendum to the contract,
is included for the Commission's reference.
Embracing Downtown Update
The EDA continues to push forward on efforts relating to the Embracing Downtown plan. In
June, the EDA toured the entire downtown area, with the goal of identifying opportunities
related to the expenditure of available tax increment funds in TIF 1 -22, the downtown district.
Such opportunities could include additional acquisitions, housing projects, and infrastructure
improvement opportunities, all consistent with Embracing Downtown goals. The EDA also
appointed a sub - committee to begin developing proactive options agreement structures for
future downtown acquisitions. The EDA is committed to developing partnerships with
downtown property owners in future acquisition projects.
The Planning Commission should also be aware that the City has successfully applied for and
received state and federal transportation funding sufficient to fund all of the construction costs
for the full build -out of the redesigned intersection at TH 25 and CSAH 75. The funding
requires completion of the improvements by 2015. Engineering and environmental costs are
not included in the funding and will need to be budgeted City expenses.
Carlisle Village
Overall building activity has increased within the City, including residential building in
Carlisle Village. Carlisle Village lot development must be reviewed within the context of the
original PUD, an amendment to the PUD, and a tree preservation plan. In an effort to assist
property owners in understanding these development parameters, the City will be sending out
letters to all vacant lot property owners in Carlisle Village for which tree preservation applies.
The letters will provide detail on the preservation plans specific to each lot and the process for
developing on any and all of these affected lots.
WSAR
& Associates, Inc.
Monticello
A proposal to provide:
Economic Development
Services
r.. . .
WSB & Associates, Inc.
4140 Thielman Lane
Suite 204
St. Cloud, MN 56301
wsbeng.com
April 2013
Tob(e of Contents
Approach and Scope of Services ..................
• Task 1: Data Collection
• Task 2: Market Matching
Deliverables ................. ...............................
Appendix A - Data Collection ......................
Appendix B - Data Deployment ....................
Appendix C - InfoTracker .............................
Appendix D - Market Matching Team ..........
Appendix E - Market Matching Sales Process
WSB & Associates, Inc.
701 Xenia Avenue South
Suite 300
Minneapolis, MN 55416
wsbeng.com
WSB & Associates, Inc.
477 Temperance Street
St. Paul, MN 55101
wsbeng.com
Contact:
John Uphoff
763.267.2942
juphoff@wsbeng.com
1
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10
11
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15
April 17, 2013
Monticello City Council and EDA
City of Monticello
505 Walnut Street
Monticello, MN 55362
Re: Economic Development Services
Dear Members of the City Council and EDA:
Thank you for taking time to discuss WSB's proposal to provide Economic Development services. For
more than 17 years, WSB and the City of Monticello have enjoyed a success by partnering to deliver
projects that have led to growth and prosperity. We are confident the addition of Economic
Development services will continue this track record.
Understanding and directly marketing Monticello's assets is at the heart of WSB's approach to
economic development. Building relationships is the central tenet to success in directly marketing your
city. WSB has an expansive network of professional organizations and maintains relationships within
the development community. As part of our Economic Development services, we will continue to grow
our network and will strategically deploy data representing the unique attributes the City of Monticello
has to offer. In addition, WSB offers the full capacity of our Market Matching team and more than 170
team members in representing your community. Finally, we will utilize our expertise in community
development to assist in all phases of the development process from pre - application to identifying
potential funding opportunities. The Monticello EDA exists to direct goals and objectives to attract
higher wage level jobs and expand City tax base. WSB's Economic Development service is aimed
directly at helping you achieve your City's goals and objectives.
The proposed price of WSB's Economic Development services is $4,000 per month with a minimum
term of one year. We appreciate the opportunity to propose our services to fill this important role
within your community. We further look forward to meeting with you to discuss firsthand how WSB
can apply its capacity and expertise to help the City of Monticello continue to grow and prosper.
Sincerely,
WSB & Associates, Inc.
John Uphoff Brian J. Bourassa, PE
Economic Development Specialist Principal /Senior Project Manager/
(320) 534 -5951 Economic Development Specialist
(763) 287 -8356
Approach and Scope of Services
Introduction
WSB & Associates has been in the economic development business for 17 years. We
represent more than 35 cities as city engineer and perform services for more than 90
cities overall. We provide daily assistance to our clients in the area of infrastructure
development related to growth opportunities in all types of development. Much of this
work is related to how to best accommodate new development while respecting the
needs of the existing system users and being fair from a cost and use perspective. It is
beneficial to WSB when our clients are successful and are developing. We work hard
to make sure that we represent our clients with their best interest first, knowing that
what is good for our clients will be good for WSB. To that end, we get involved with
short term strategies that will allow for development to occur without compromising the
long term goals of the city. We are very strategic in finding funding for infrastructure
projects that allow City funds to be used in other places of need.
Our company has grown beyond the traditional engineering firm in an effort to
recognize the benefits of economic development to our clients and to WSB. We have
become active in local chambers, economic development groups and have developed
relationships with many of the large developers and builders. Once these private
organizations work with WSB, they appreciate how hard we work to make their project
successful while preserving the needs and goals of the City. Additionally, we have
developed a grant and funding program to provide searchable options for project
funding. We have expanded our team to include community planning to complement
our full array of services including engineering, environmental, survey, right of way
and relocation. This most recent addition of economic development was necessary to
complete our team approach to provide full services to our clients. We intend to team
with the financial consultants when a deal requires funding analysis, but we have the
resources to fulfill all of the other economic development analysis and support.
WSB is continually improving in order to provide value to our clients and economic
development is an obvious area that we can contribute to your success. Our vision
for this effort is unique and focused on relationships, information and visibility. The
following scope details how we will make an impact for your organization!
Task 1: Data Collection
During this task, WSB will analyze existing data related to Monticello's market sectors.
We will examine the data that is available on the City's website as well as related city,
county, and state -based economic development websites. We will also examine internal
documents containing market data. Once we have completed our analysis, we will
report our findings to City staff and the EDA.
Based on our report, we will ask for a recommendation from the EDA to determine
priority for data collection and for targeted prospects. Where data is incomplete or
unavailable, WSB will research and compile new data sets to ensure all local market
sectors are appropriately represented and the information is readily available (see
Appendix A - Data Collection).
To ensure the City's market data is readily available, WSB will deploy information
where appropriate including the City's website, local economic development websites,
GreaterMSP and MNDEED's customer relationship management systems. WSB will
also utilize a GIS -based platform to deploy the City's market data during the Market
Matching process (see Appendix B - Data Deployment).
The dynamic nature of market data requires a built -in process of content management
to ensure accuracy and relevance. Therefore, WSB proposes a system of periodic review
which includes real -time updates. To support the real -time updates, WSB has developed
the InfoTracker tool, which is made available to City staff and EDA (see Appendix C -
InfoTracker).
The deliverables provided in Task 1 include the following and are further described on
pages 4 and 5.
• Deliverable 1 : Market Data Report
• Deliverable 2: New Data Sets (ongoing)
• Deliverable 3: Data Deployment (ongoing)
• Deliverable 4: System of Periodic Review of Market Data (ongoing)
• Deliverable 5: InfoTracker (ongoing)
Task 2: Market Matching
The focus of Task 2 is to strategically and directly market Monticello's assets to
prospective market entrants. WSB achieves this by utilizing our team's professional
background and network to connect with prospects within our varied areas of expertise.
The Market Matching team executes outreach to prospects through our Market Matching
Network. Each member of WSB's Market Matching team is assigned to a market
sector and systematically markets the City's assets within their respective network (see
Appendix D - Market Matching Team).
Also during Task 2, WSB's Market Matching team collects feedback from prospects
and catalogs opportunities in our Customer Relationship Management (CRM) system.
Prospects that become leads are moved into the development or pre - application process
involving City staff, EDA, and consultants (see Appendix E).
The deliverables provided in Task 2 include the following and are further described on
page 5.
• Deliverable 6: Profile of targeted prospects (ongoing)
• Deliverable 7: System of targeted prospect outreach (ongoing)
• Deliverable 8: Deliver leads /assist in closing (ongoing)
1. General Market Data
2. City & EDA Owned
Property
3. Housing
4. Manufacturing and
Industrial Market Data
5. Retail Market Data
This chart describes WSB's unique and comprehensive approach to economic
development. WSB strives to present relevant asset information in the most
effective and strategic manner possible. The graphic represents the ongoing flow of
information and the continuous process of data management and market matching.
1. GIS -Based with Web
Access
2. Traditional Collateral
■ Positively MN
■ Greater MSP Investor
■ MN Precision
Manufacturing Association
■ NAIOP
■ MN High Tech Association
■ Minnesota Shopping Center
Association
■ Wright County Economic
Development Partnership
■ St. Cloud Downtown
Alliance Foundation
• Greater St. Cloud
Development Corporation
■ MN Chamber
■ More
Deliverables
Task 1: Data Collection
Deliverable l: Market Data Report
WSB will provide City staff and EDA with a report that analyses the inventory and
availability of the City's market data. The Market Data report will tell you if the assets
embedded in your community are well defined and if the information related to your
community's assets is open and accessible. The report will identify any weakness in the
identification and /or presentation of your community's assets. If any asset is found to
be misidentified or underrepresented, the report will provide details for recommended
corrective action. This report will is also aimed at determining the City's Unique
Selling Proposition (USP). The end result is your community's enhanced ability to help
existing businesses expand, as well as attract, and communicate with, a wider array of
prospective developers and business owners.
Deliverable 2: New Data Sets
The collection of new data sets is prioritized based on recommendations from the EDA.
The goal of this deliverable is to achieve maximum effectiveness for data availability
and diffusion. WSB will collect and organize data from existing sources and will
conduct independent research to obtain data that is not otherwise available. It is
important to note that the process of research and data collection is ongoing and is
rolled into the system of periodic review.
Deliverable 3: Data Deployment
Data deployment occurs on a macro level - local, regional, and state -wide websites
and databases, and on a micro level - through the direct marketing efforts of WSB's
Market Matching team. As part of this process, WSB will provide data to GreaterMSP
and MNDEED as requested, provide content for the City's websites, develop a GIS-
based reporting tool, and provide a quarterly report to City staff and EDA on the status
of data deployment.
Deliverable 4: System of Periodic Review of Market Data
City staff and the EDA review the Market Data Report and prioritize data collection
efforts. WSB organizes a system of periodic review based on recommendations it
receives from City staff and EDA. The figure on page b is a sample of the market data
review and deployment timeline.
Deliverable 5: InfoTracker
City staff and EDA are often the first to become aware of changes in the marketplace.
WSB will provide City staff and EDA with access to the InfoTracker tool, which provides
the means to quickly and easily hand -off information to WSB so our team can update
market data in a highly expedited manner. Please see Appendix C for a detailed
description of the InfoTracker tool.
Task 2: Market Matching
Deliverable 6: Profile of Targeted Prospects
Upon completion of the Market Data Report, WSB will ask the EDA for priority in
determining a profile of targeted prospects. The profile of targeted prospects is
derived from the City's asset information. WSB will utilize the City's asset information
to highlight market strengths and to determine Monticello's USP. WSB recommends
reviewing the profile of targeted prospects on a semiannual basis.
Deliverable 7: System of Targeted Prospect Outreach
Once the City's USP and profile of targeted prospects is developed, WSB's Economic
Development Specialist briefs the Market Matching Team, providing them with
relevant market data. Then the Market Matching Team will begin the process of
converting prospects to leads through direct marketing to business contacts, association
networking activity, responding to inquiries, and actively pursuing opportunities
through various economic development agencies. WSB will provide the EDA with a
quarterly report on targeted prospect outreach activity.
Deliverable 8: Deliver Leads /Assist in Closing
The closing component of the Market Matching process is a culmination of the
successful execution of the steps that preceded it. WSB will work directly with potential
market entrants from the prospecting phase to the pre - application or development
phase. We will act as a conduit to provide information to City staff /EDA and act as a
resource in identifying potential constraints. WSB will aid in identifying potential sites,
and act as a resource in implementing a funding package as needed.
Deliverable 9:Annual Bus Tour
WSB places a high value on the importance of face -to -face interaction. Your
community has a sense of place that can only be fully realized from an on- the - ground
point of view. The annual bus tour gives your community the opportunity to show the
best you have to offer and provides you an opportunity to promote your community's
assets directly to potential market entrants. WSB's Market Matching team identifies
and invites developers and business owners who are active in your region as well
as those who are operating elsewhere but who have expressed interest in opening
your market. We take care of all of the logistics, allowing you to refine and tailor
your outreach to maximize your impact. The relationship your community makes
with potential market entrants pays instant dividends, and also serves as a valuable
resource for years to come.
Deliverable 10:Annual Open House
Economic Gardening is quickly becoming a buzz phrase. This concept is born out
of the idea that economic growth happens brick by brick, primarily with those who
are already living and doing business in your community. These are firms that have
roots in your community and view the world around them, not simply through the
lens of profitability, but also with an eye toward overall success of their community.
The vitality of these firms is extremely important in realizing positive sustainable
socioeconomic conditions. WSB's Economic Development service aims to support the
firms and developers who are already doing business in your community. In addition
to collaborating with local business owners and developers during the asset analysis
phase, the Market Matching team gathers local operators for an annual open house
to review the state of the local markets, as well as to provide them with opportunities
to network with potential investors. The open house facilitates an intersection of
landowners, business owners, and developers allowing them to share relevant market
information leading to increased investment opportunities.
Market Data Review and Deployment Timeline
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Appendix A - Data Collection
WSB recognizes that cities desire to move forward with marketing efforts as quickly as
possible. Based on our research, WSB understands that we must have a good deal
of information to be of value to prospects; they require market data. By providing a
preliminary report on the inventory and availability of market data, we are providing
City staff and the EDA with an opportunity to decide which market sector you would
like to place your focus and prioritize WSB's data collection efforts.
It is important to note that the process of collecting and deploying data is ongoing.
The process of systematizing data collection carries added value in that it relieves the
City of the obligation to conduct expensive periodic market study projects. The Market
Data Report sheds light on the availability of critical data. It also aids in understanding
the community's assets and informs the prospect identification and marketing process.
This list below is a sample of the market data likely to be requested by prospects, and
completed by WSB as part of the ongoing data collection effort:
General Market Data
• Population (MSA or County)
- Age distribution
• Annual per capita income
- Household Income
• Race and ethnicity
• Unemployment rate
• Cost of living index
• Quality of life
- Parks and trails
- School data
• Transportation and transit
City & EDA -Owned Property
• Available inventory
• Size (developable acres)
• Cost per acre
• Zoning requirement
- Uses permitted
• Setbacks
- Percent of site that may be utilized
- Control of nuisances (dust, smoke, noise, etc.)
- Site mitigation required
• Available incentives
• Inventory and list price of homes currently on the market
Housing
• Age and condition of current housing stock
• Inventory and list price of homes currently on the market
• Housing values
• Renter - occupied units
• Senior housing
Manufacturing and Industrial
Market Data
• Existing available buildings
— Size of building (square feet)
— Cost per square foot
— Year built
— Previous use
— Condition of building
— Floor area ratio
— Suitability of building for manufacturing
— Current zoning
— Climate controlled
• Air conditioning
• Heat
— Surrounding uses
— Opportunity for expansion
• Existing available land
— Size (developable acres)
— Cost per acre
— Zoning requirement
• Uses permitted
• Setbacks
• Percent of site that may be utilized
• Control of nuisances (dust, smoke, noise, etc.)
• Site mitigation required
— Surrounding uses
• Infrastructure of manufacturing and industrial
areas
— Truck access
— Rail served or adjacent to a rail line
— On -site storage available
• Trailer
• Outdoor
— Distance to:
• Nearest commercial airport (name, miles)
• Nearest inland port (name, miles)
• Nearest ocean port (name, miles)
• Nearest rail spur (name, miles)
• Nearest intermodal facility (name, miles)
• Nearest state highway (name, miles)
* Nearest interstate exchange (name, miles)
• Utilities available in manufacturing and industrial
areas
— Electric (on -site: Y /N; capacity)
— Gas (on -site: Y /N; capacity)
— Sewer (on -site: Y /N; capacity)
— Water (on -site: Y /N; capacity)
— Data /voice /fiber (on -site: Y /N; capacity)
— Stormwater (on -site: Y /N; capacity)
— Utility consumption incentives (rate discounts,
hedging, etc.)
• Retail market data
— Synthesize data collected from previous retail
market analysis
Appendix B - Data Deployment
The following are some of the locations where the City of Monticello's market
information will be deployed:
GREATER MSPTM
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POSITIVELY
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Market
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Appendix B - Data Deployment m
Appendix C - InfoTracker
Effective and transparent communication with residents, business owners, and other community stakeholders
is critical for achieving governmental success. WSB can help enhance your organization's communication
process through our web -based market information management system - infoTrdcker. InfoTracker provides
publicized, consistent messages coupled with streamlined documentation.
InfoTracker efficiently and effectively transfers information to appropriate individuals within any organization,
and can be customized to each organization's needs. By adding a link to the organization's website, constituents
are also able to provide input and monitor the actions being taken resulting in a more connected community.
Communication Process
0- Input market
information into
database and
assign follow -up
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After action is
completed, it is
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(closed) in the
database
wsbeng. ccm
► Assigned team
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via email
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► Assigned team
member acts on
market information
or assigns follow -up
to another team
member
InfoTracker Benefits
• Immediate market information
notification to the appropriate
person(s)
• "Chain-of-custody" for all
documented market
information
• Easy prioritization and
identification of critical market
information
• Permanent record of market
information and resulting
actions
Interested in InfoTracker?
This communication system,
hosted by WS B, requires no
additional IT support, and is
provided with training.
For more information
or to setup a meeting,
contact John Mac kiewicz
at 763.287.71941
jniackiewicz@wsbeng.com.
A
WSB
& Associates, i
Appendix D - Market Matching Team
(320) 534 -5951
juphoff@wsbeng.com
(763) 287 -8536
bbourassa @wsbeng.com
WSB's Economic Development Team includes the seven key individuals identified
below and is supported by the entire WSB Team. The key staff have numerous direct
connections to private sector businesses and development entities and have been
assigned to various trade associations and business networks. Their collective network
and emphasis on establishing economic development connections will raise the bar for
traditional municipal economic development activities and will deliver ongoing value
for the City of Monticello.
John Uphoff
Economic Development Specialist
John is an economic development specialist with broad experience working with
communities and organizations to achieve their economic goals. He earned a
Bachelor of Arts degree in Planning and Community Development from St. Cloud
State University, where he also minored in Economics. John has direct experience in
the areas of local economic development, housing, historic preservation, promotion,
and marketing. He has served as the project manager on a downtown development
initiative and a neighborhood stabilization /communication plan in the historic South
Side Neighborhood, both located in St. Cloud.
John will be the City's primary contact for WSB's Economic Development Services
offering. He will lead the Asset Identification /Market Review and Asset Build -out
efforts, and coordinate the efforts of the Economic Development Team. John will
provide ongoing feedback to City staff regarding economic development opportunities
discovered and provide reports /presentations and feedback to the EDA on a bi- monthly
basis. Essentially, he will be an extension of City staff and will respond to both staff and
EDA requests for information as the City's economic development expert.
Brian Bourassa, PE
Principal, Senior Project Manager, Economic Development Specialist
Brian is a registered professional engineer with more than 20 years of experience
in many types of municipal and general civil engineering projects. His engineering
experience includes all phases of the project and has involved representation of both
public and private entities. Brian's experience in the private development market
sector has included both residential and commercial projects. He also has first -hand
experience as a private developer. Brian is known for his focus on client needs and
excellent customer service.
Brian will take direction from John and identify and market to potential developer
matches for the City of Monticello. He will focus on both the commercial, senior
housing, and residential markets.
(763) 287 -7173
mdawley@wsbengsom
(763) 287 -8520
jwedel @wsbeng.com
Morgan Dawley PE
Associate, Municipal Senior Project Engineer
Morgan is a registered professional engineer with nearly 20 years of experience
in municipal and civil engineering projects including streets, storm sewers, water
distribution systems, sanitary sewer systems, water and wastewater treatment, site
grading, park improvements, development review, and municipal state aid systems.
His current responsibilities include planning, coordination, design, and construction
administration of a wide variety of municipal projects. Morgan has been a staff or
consultant city engineer for the past 10 years.
Morgan will take direction from John and identify and market to potential developer
matches for the City of Monticello. He will focus on both the commercial and senior
housing markets.
Jason Wedel, PE
Associate, Senior Project Manager, Economic Development Specialist
Jason is a Senior Project Engineer in our Municipal Group. He has proven managerial
expertise related to municipal engineering and land development. Jason's experience
working as an in -house public works director /city engineer provides him with the
management level expertise to work cooperatively with City Councils, Advisory Boards,
and City staff at a high level. Jason also has experience working for a national home
building company (Pulte Homes) as their Director of Land. In that role, Jason performed
duties related to land acquisition, entitlement, and development, which gives him a
unique perspective and understanding of how developers and cities can collaborate to
develop mutually beneficial assets for the community. He is versed in public speaking,
administration, financial analysis, project estimating, resolving complicated entitlement
and design problems, document preparation, and site management.
Jason will take direction from John and identify and market to potential developer
matches for the City of Monticello. He will focus primarily on the residential market.
(763) 287 -8521
kiohnson @wsbeng.com
(763) 287 -7190
bweiss @wsbeng.com
(763) 231 -4873
alewis @wsbeng.com
Bret Weiss, PE
President
Bret is a registered professional engineer with more than 25 years of diverse municipal
and general civil engineering experience. He is an accomplished city engineer and
project manager responsible for the planning, coordination, design, and construction
administration of a wide variety of municipal projects. Bret is a skilled negotiator and is
passionate about serving the City of Monticello.
Bret's role on the Economic Development Team will be to support John in identifying
potential developer matches, make introductions of the other team members to key
stakeholders in the area, and be part of the City's team regarding the developer
negotiation process.
Kelsey Johnson,AICP
Community Planner, Grant and Funding Specialist
Kelsey is a community planner with extensive public sector experience. She has served
as the project manager and lead planner on land use plans, comprehensive land use
plan updates, zoning ordinance updates, subdivision regulation updates, housing
action plans, and small area studies. As a grant and funding specialist, Kelsey tracks
funding and grant opportunities for WSB.
Kelsey's role on the Economic Development Team will be to support John and the City
in identifying potential funding opportunities to support development projects.
Addison Lewis
Community Planner, Research Analyst
Addison brings a variety of experiences in working with local communities. He has a
passion for sustainability and is an adept researcher. Addison's experience with working
on municipal planning projects and interpreting zoning and land use ordinances has
provided him with a unique perspective on the necessity of preparing realistic and
implementable plans.
Addison will support John with research during the Asset Identification /Market Review
tasks and on an ongoing basis.
Appendix E - Market Matching Sales Process
"Ap
Potential Business Lead Generation
• City staff /EDA
• Business Contacts
• Association Networking Activity
• Economic Development Agency
Initial Market Matching
• Business discovery — client needs assessment
• Respond to a Request for Information - RFI
• Preliminary information exchanged and discussion regarding known community asset(s)
Follow -up Market Matching Presentation — if necessary
• Complete information exchanged regarding community assets
• Further business discovery and client needs assessment
Community Development Engagement
• Preliminary Project Review
• Letter of Intent — LOI
Community Development Process Review
• Site Plan Approval /Developer Agreement Process
• Project Review
— Planning
— Engineering
— Financial
— Legal
Appendix E- Market M atc hi n g Sales Process
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