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09/17/2007 COMMUNITY REDEVELOPMENT AGENCY AGENDA Location: Council Chambers - City Hall Date: 9/17/2007- 1 :30 PM 1. Call to Order 2. Approval of Minutes 2.1 Approve the minutes of the September 4, 2007 CRA meeting as submitted in written summation by the City Clerk. ~ Attachments 3. CRA Items 3.1 Approve a Cleveland Street District Facade Improvement Program Loan in the amount of $31,020 for the property located at 534 Cleveland Street. I@l Attachments 3.2 Pursuant to CRA RFP/Q 23-07 and the recommendation of the Selection Committee: 1) Designate Miles Development Partners of Atlanta, Georgia as Preferred Developer for the Purchase and Development of the Cleveland Street and Prospect lake site; and 2) Approve a ninety (90) day period of Exclusive Negotiation during which the CRA Executive Director is authorized to negotiate a Development Agreement and Purchase Agreement, for Subsequent CRA Board consideration, in general conformance with the Miles Development RFP/Q response. ~ Attachments 4. Other Business 5. Adjourn Meeting Date: 9/1712007 Community Redevelopment Agency Agenda Council Chambers - City Hall SUBJECT I RECOMMENDATION: Approve the minutes of the September 4, 2007 CRA meeting as submitted in written summation by the City Clerk. SUMMARY: Review Approval: 1) Clerk Cover Memo Item # 1 Attachment number 1 Page 1 of 5 COMMUNITY REDEVELOPMENT AGENCY MEETING MINUTES CITY OF CLEARWATER September 4, 2007 Unapproved Present: Frank Hibbard Carlen Petersen John Doran George N. Cretekos Paul Gibson Also present: William B. Horne II Joe Roseto Rod Irwin Pamela K. Akin Cynthia E. Goudeau Brenda Moses Chair/CRA Trustee CRA Trustee CRA Trustee CRA Trustee CRA Trustee City Manager Interim Assistant City Assistant City Manage City Attorney City Clerk Board Reporter The Chair called the meeting to order at 1 :32 p.m. To provide continuity for research, item necessarily discussed in that order. 2- Approval of Minutes Trustee Petersen moved t Agency meeting of May 15, 2 Clerk to each Trustee. The velopment by the City mmunity Redevelopment Agency) selected Wallis Murphey n Development Advisors, as the Project Team to prepare a eland Street. The analysis was funded by the DDB (Downtown lysis identified opportunities for fagade improvements along ola to Myrtle avenues, depicted illustrative concepts of fagade buildings, and established a "vision" for building design and character rom Osceola to Myrtle avenues, that were reflective of Clearwater's he analysis and report also made recommended changes to the CRA's ement Program. D Cle impro for Cle unique c Fagade 1m During the Project Team's analysis, the consultants concluded that a "unifying concept" was necessary to further "focus" CRA efforts and provide the basis for allocation of resources in the program. This unifying concept for Cleveland Street is the new "Cafe District" approach, Community Redevelopment Agency 2007-09-04 1 Item # 1 Attachment number 1 Page 2 of 5 which promotes a sidewalk cafe environment with its integration into the streetscape currently under construction along Cleveland Street. As background, the analysis contained Fagade Improvement Program recommendations and provided for short and long-term benefits to property owners who intend to make improvements that will contribute to the "Cafe District". These recommendations included: design assistance, grants and loans, covenants that assure businesses ongoing pport and participation, sidewalk furniture, and amenities. On February 2, 2007, a Request for Qualifications (RFQ) for Improvement Program Guidelines was sent out and Swan DeveloR national real estate consulting firm along with Market Knowledge, and business district revitalization specialist based in Wilmington, D develop the Fagade Improvement Program Guidelines. Swan Devel Knowledge met with nine property and business owners on Clevelan understand their interest in a fagade improvement program and to i priorities. Further, the composition and condition of current business an examined. The program recommendations are the result 'nput and re experience in designing or reviewing other fagade im rams nati The proposed Fagade Improvement Pro Advisors and Market Knowledge in concert wit designed to establish several effective tools th primarily in buildings along Clevelan t fr north and south from Drew to Pier (a.. as th tools include architectural des' ance to be prov' via contracts with local archi two financial in gra up to $2 , ero interest loa e, local archite te for their buil he CRA will recruit and retain g service and provide business or property owners es. The financial incentives component will hat will assist business and property owners to e Cafe District concept. The incentives will be wners and operty owners must endorse any application be available up to $10,000 for storefront improvements. Loans een $10,001 - $35,000 at a loan interest rate of zero percent perty and secured by a mortgage on the property. All CRA fu or-dollar by the property or business. All funds would be used to furt District concept and must be applied to improvements that: a) Effec ment to the storefront area of the building including signage, lighting, entryw nd other cosmetic or structural work associated with the first floor where customer directly with the building, and b) Are in concert with first floor fagade improveme as described in a) above but that also may extend vertically to the upper areas of the fagade. Isolated building improvements that are not directly connected to improvements at the street level fagade are not allowed. All funds are to be disbursed by the CRA on a reimbursement basis upon completion of the improvements and final inspections needed to satisfy permit requirements. Community Redevelopment Agency 2007-09-04 2 Item # 1 Attachment number 1 Page 3 of 5 The goal is for this program to foster and encourage investment and pride in building facades in the "Cleveland Street District" and add to the Cafe District effect envisioned in a revitalized downtown Clearwater. The existing fagade improvement program (the $5,000 matching grant program) will still be available to businesses and property owners in the CRA but outside the Cleve nd Street District area. The next steps will be to release a RFP (Request for Propos services, make changes to the existing Sidewalk Cafe Ordinance, Furniture Program that will be funded by the DDB. Bruce Lyon, of Swan Development Advisors, provided a Pow said the program will encourage and stimulate private investment in t and ancillary areas. He reviewed the program timeframes, implem incentives. Discussion ensued with comments that downt valorem taxes, will fund this project. In response to questions, CRA Executiv must maintain improvements for at least five y property owners, owners can permi s to required. Mr. Lyon recommended rts aln I streetscaping efforts have tak I Mr. Irwin said t annually with recommended presented to th ovement Program ial incentives: 1) up to P to $25,000 0 nterest loan funds per and carried unanimously. equires all taxing authorities, which includes the DDB, to make mount equal to the incremental increase in the ad valorem The DDB's increment payment is $158,948, according to the Appraiser's office. In a spirit of cooperation to further the downtown e CRA Trustees executed the first Interlocal Agreement in FY (Fiscal o provide personnel, administrative and management responsibilities to the DDB, and t und the difference between the increment payment and the management fee. This is the ninth fiscal year that the CRA would enter into the agreement. Pursuant to Florida Statute 163.01, the CRA and DDB can enter into this agreement in which the DDB agrees to perform certain responsibilities and functions including funding Community Redevelopment Agency 2007-09-04 3 Item # 1 Attachment number 1 Page 4 of 5 projects and programs consistent with and in furtherance of the downtown redevelopment plan. The intent of this agreement is for the DDB and the CRA to work collaboratively on projects and programs that further downtown goals and objectives. This year, downtown retail and restaurant recruitment programs, marketing and branding programs, and downtown events are the focus for CRA and DDB collaboration. The management of the DDB by CRA staff enables the CRA and DDB to utilize the public dollars more efficiently and provides support to the Main Street Program. The agreement also outlines the DDB's commitment to financi construction debt service, operation and maintenance of the boat sl' promenade and related facilities proposed to be constructed in the DDB made its first contribution of $50,000 in April 2007. The inten up to $50,000 a year for 10 years, for a total not to exceed $500,00 The DDB shall pay the CRA $55,269 for the services agreed t Agreement. The compensation shall be deducted from the tax incr The DDB approved the Interlocal Agreement at their meeting on Aug In response to a question, Mr. Irwin said the D special act of the legislature. The CRA provides re bricks and mortar while the DDB assists downto efforts. Trustee Cretekos moved to Development Board (DDB) to provo responsibilities during Fiscal r between the CRA tax incre mo conded a ndments to the Community Redevelopment 2006/07. All expenditure activity reflected in June 30,2007. ting Budget: 1) Interest Earnings increased by $125,000 from d unanticipated interest earnings for the CRA Fund for FY ures increased by $1,500 from $5,000 to $6,500 to offset to the Cleveland Street and Prospect Lake Park Site RFP, etc.; cts Fund Transfer Out increase of $123,500 from $500,171 to et transfer to CRA project 388-94714, Downtown Redevelopment. t to the Capital Projects Fund: Available balance for Downtown Redevelop t decrease from $1,799,796 to $1,780,196 to recognize additional funding available for redevelopment in the CRA operating budget. Community Redevelopment Agency 2007-09-04 4 Item # 1 Attachment number 1 Page 5 of 5 Trustee Gibson moved to adopt final budget amendments for the Community Redevelopment Agency for FY 2006/07. The motion was duly seconded and carried unanimously. 3.4 - Approve the FY 2007/08 Community Redevelopment Aqency (CRA) budqet and adopt Resolution 07-01. The proposed FY 2007/08 CRA budget reflects preliminary Tax Inc eme projections from the Property Appraiser. A final budget will be presen en Increment Financing) numbers are certified. Mr. Irwin said this $2.5 million reduction moves CRA projec account that lists fund balances. Jolley Trolley funding has been d increases reflect a more aggressive focus on Cleveland Street marke are anticipated to decline due to razed structures. Trustee Petersen moved to approve the proposed FY 2007/0 R preliminary Tax Increment revenue projections from the Pr Appraiser. duly seconded and carried unanimously. Resolution 07-01 was presented and rea and adopt Resolution 07-01 and authorize the motion was duly seconded and upon roll call, t air Community Redevelopment Agency Community Redevelopment Agency 2007-09-04 5 Item # 1 Meeting Date: 9/1712007 Community Redevelopment Agency Agenda Council Chambers - City Hall SUBJECT I RECOMMENDATION: Approve a Cleveland Street District Facade Improvement Program Loan in the amount of $31,020 for the property located at 534 Cleveland Street. SUMMARY: On September 4, 2007, CRA approved the Cleveland Street District Facade Improvement Program. The Fa<.;ade Improvement Program creates incentives for the property owners and businesses on Cleveland Street to improve the appearance of their businesses and properties. It is hoped that this program will foster and encourage investment and pride in building facades along Cleveland Street and add to the Cafe District envisioned in a revitalized downtown Clearwater. Jon Heneghan, the property owner at 534 Cleveland Street, has applied for a Cleveland Street Facade Improvement Program Financial Incentive. As part of the application process, the property owner provided an itemized list of expenses for the building, with eligible facade improvements totaling $82,040. The program matches improvements dollar-for-dollar and the CRA staff would like to cover half of those expenses for a total of $41,020. The CRA Executive Director has approved a $10,000 grant leaving the balance of $31,020 that would be a 0% loan to be paid upon sale of the property. Mr. Heneghan is already underway with building renovation and restoration of the "Telephone Exchange Building." He has expended over $250,000 in removing the stucco panels that covered the original brick building. He anticipates that the final cost of renovating the exterior and interior of the building will be in excess of $400,000. The timeframe for completion of the exterior is December 2007. CRA staff recommends this building for a facade improvement grant and loan for the following reasons: . This building is in a strategic comer location on Cleveland Street that facilitates the Cafe District concept. . The proposed improvements will contribute significantly to the Sidewalk Cafe District vision. . The property is significant architecturally to Downtown. . The property owner is making a significant additional investment in the renovation of the building facade. . The exterior improvements fully reflect the recommended facade treatment delineated in the Facade Design Analysis previously adopted by the CRA. . The property owner has also been working with CRA staff on identifying an end user (specifically a restaurant) for the first floor space. For the above reasons, staff recommends that the CRA approve the loan request in an amount of $31,020. The CRA's investment in this property will be less than 10% of the total investment in the building. As described in the Facade Program Guidelines, the loan will be secured by a mortgage and note on the property to be repaid upon sale of the property. The grant and loan will be disbursed to the property owner once the eligible improvements are completed and the requisite mortgage and note executed. As a stipulation of the loan, the property owner will maintain the facade improvements as approved, in good condition, for a period of five (5) years from completion. The loan documents (mortgage and note) will be prepared for CRA Board approval at the CRA meeting on October 15,2007. Type: Current Year Budget?: Other Yes Budget Adjustment: None Budget Adjustment Comments: Cover Memo Current Year Cost: Not to Exceed: $41,020 Annual Operating Cost: Total Cost: o $41,020 Item # 2 For Fiscal Year: to Appropration Code 0388-99979 Amount $41,020 Appropriation Comment Review Approval: 1) Office of Management and Budget 2) Legal 3) Clerk 4) Assistant City Manager 5) Clerk 6) City Manager 7) Clerk Cover Memo Item # 2 From: 95624257 Page: 1/9 Date 9/10/20073:07:57 PM Attachment number 1 Page 1 of 9 ~,etearwater -....',,-.:','- ,-- -- U~ ~ Interoffice Conespondence Sheet TO: Rod Irwin, Director, Community Redevelopment Agency CC: Geri Campos Lopez, Director of Economic Development & Housing Anne Fogarty, Economic Development coordinatorA(, September 10,2007 FROM: DATE: RE: Fa<;ade Grant Application for 534 Cleveland Downtown property owner Jon Heneghan has submitted the attached Cleveland Street Fac;ade Improvement Program application for his property located at 534 Cleveland. They are requesting the matching grant and loan to install a storefront, windows, awning, and lighting. As part of the application process, the property owner provided an itemized list of expenses for the building, with eligible facade improvements totaling $82,040. The program matches improvements dollar-for-dollar and the CRA staff would like to cover half of those expenses for a total of $41 ,020. The eRA Executive Director has approved a $10,000 grant leaving the balance of $31,020 that would be a 0% loan to be paid upon sale of the property. Mr. Heneghan has expended over $250,000 in removing the stucco panels that covered the original brick building. He anticipates that the final cost of renovating the exterior and interior of the building will be in excess of $400,000. The timeframe for completion of the exterior is December 2007. We recommend this building for a facade improvement grant and loan for the following reasons: . This building is in a strategic corner location on Cleveland Street that facilitates the Cafe District concept. . The proposed improvements will contribute significantly to the Sidewalk Cafe District vision. . The property is significant architecturally to Downtown. . The property owner is making a significant additional investment in the renovation of the building facade. . The exterior improvements fully reflect the recommended facade treatment delineated in the Facade Design Analysis previously adopted by the CRA. . The property owner has also been working with CRA staff on identifying an end user (specifically a restaurant) for the first floor space. Please let me know if you have any additional questions concerning this application. Item # 2 This fax was received by GFI FAXmaker fax server. For more information, visit: http://W'VVW,gfi,com o <n ;s 4- o C o +:: .92 E o u o ...... L. a "C: Q. "<t "<t o "<:I- ~ I'- r-.... ""'"'--- ~ ~ -' (]) - <n 0 ;S 0 3: Q) 's: ~ .E -0:;( 0:: U L. 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C a 0 c 0 - C Q) +-Q) 0 Q +- ~ <l> 0: ~ ~ Item # 2 0 0.... ~ --- This fax was received by GFI FAXmaker fax server. For more information, visit: http://W'VIIW.gfi.com From: 95624257 Page: 7/9 Date 9/10/2007 3:07:59 PM Schedule for completion of 534 Clevelnad facade improvement Windows installed October 7h 2007 Painting done October 7th 2007 Masonry work complete October 15th 2007 Storefront installed November 30th 2007 A wrung installed December 15th 2007 Patio installed December 21 st 2007 This fax was received by GFI FAXmaker fax server. For more information, visit: http://W'VIIW.gfi.com Attachment number 1 Page 7 of 9 Item # 2 From: 95624257 Page: 8/9 Date 9/10/2007 3:07:59 PM Attachment number 1 Page 8 of 9 June 8, 2007 Mr. Jon Heneghan 959 Bayshore Boulevard Safety Harbor, Florida 34695 Re: FLS2006-01010 - 534 Cleveland Street (Peninsular Telephone Company Building) Dear Mr. Heneghan: This letter constitutes a Development Order pursuant to Section 4-206.D.6 of the Community Development Code. On June 7, 2007, the Development Review Committee (DRC) reviewed your Flexible Standard Development application to remove the existing modem fa~ade and restore the original fa~ade (circa 1922) of the existing building under the provisions of Section 2-902 of the Community Development Code and the Clearwater Downtown Redevelopment Plan. The DRC APPROVED this application based upon the following Findings of Fact and Conclusions of Law and subject to the attached conditions of approval: Findings of Fact 1. That the O.On-acre subject property is located 'at the northwest comer of Cleveland Street and Garden Avenue; 2. That the subject property is located within the Downtown (D) District and the Central Business District (CDB) Future Land Use Plan category; 3. That the development proposal is subject to the requirements of the Clearwater Downtown Redevelopment Plan and the Design Guidelines contained therein as the parcel is located within the Downtown Core character district; 4. That the development proposal is compatible with the surrounding area and will enhance other redevelopment efforts; and 5. That there are no outstanding Code Enforcement issues associated with the subject property. Conclusions of Law: ~ I. That the development proposal is consistent with the Downtown Desi Guidelines' 2. That the evelopment proposal is consistent with the Visions, Goals, Objectives and Policies of the Clearwater Downtown Redevelopment Plan and the Downtown Core character district; 3. That the development proposal is consistent with the Standards and Criteria as per Section 2-903 of the Community Development Code and the Clearwater Downtown Redevelopment Plan; and 4. That the development proposal is consistent with the General Applicability Criteria as per Section 3-913 of the Community Development Code. Conditions of Approval: I. That prior to the initial reoccupation of the building by any tenet, an application must be made to the Planning Department for approval of the prospective use; Item # 2 This fax was received by GFI FAXmaker fax server. For more information, visit: http://W'VIIW.gfi.com From: 95624257 Page: 9/9 Date 9/10/2007 3:07:59 PM Attachment number 1 Page 9 of 9 June 8, 2007 534 Cleveland Street (Peninsular Telephone Company Building) Page 2 of2 2. That the door and windows to be installed within the openings of the eXlstmg building shall be architecturally consistent with those as they originally existed within the building; and 3. That the historic character of the building shall be retained and preserved with the removal of historic materials or alteration of features and spaces that characterize the property to be avoided; 4. That any distinctive features, finishes and construction techniques shall be preserved; 5. That chemical or physical treatments, such as sandblasting, that cause damage to historic materials shall not be used; and 6. That Staff shall review any proposed modification to the historic building. I concur with the findings of the Development Review Committee and, through this letter, approve your application for Flexible Standard Development with the above conditions. This approval is based upon, and must adhere to, the application and development plans received January 30, 2006 and amended in part, on April 27,2007. Pursuant to Section 4-303 of the Community Development Code, an application for a building permit shall be made within one year of the Flexible Standard Development approval (by June 7, 2008). All required certificates of occupancy must be obtained within two years of the date of issuance of the building permit. The issuance of this Development Order does not relieve you of the necessity to obtain building permits or pay impact fees that may be required. In order to facilitate the issuance of any permit or license affected by this approval, please bring a copy of this letter with you when applying for any permits or licenses. Should you have any questions, please do not hesitate to contact Robert G. Tefft, Planner III at (727) 562-4539 or via e-mail atroberttefft@myclearwater.com. Sincerely, Michael Delk, AICP Planning Director c: \Documen/s and Seltlngs\annefogartylLocal Settings\ Temporary In/ernet Files\OLK6\C leveland S/ 0534 - Development Order 06-07-07. doc Item # 2 This fax was received by GFI FAXmaker fax server. For more information, visit: http://W'VIIW.gfi.com Attachment number 2 Page 1 of 1 MIl Meeting Date: 9/1712007 Community Redevelopment Agency Agenda Council Chambers - City Hall SUBJECT I RECOMMENDATION: Pursuant to CRA RFP IQ 23 -07 and the recommendation of the Selection Committee: 1) Designate Miles Development Partners of Atlanta, Georgia as Preferred Developer for the Purchase and Development of the Cleveland Street and Prospect lake site; and 2) Approve a ninety (90) day period of Exclusive Negotiation during which the CRA Executive Director is authorized to negotiate a Development Agreement and Purchase Agreement, for Subsequent CRA Board consideration, in general conformance with the Miles Development RFP/Q response. SUMMARY: On April 16, 2007 the CRA Board approved the release of a Request for Proposals/Qualifications (RFP/Q 23-07) for the purchase and development of the Cleveland Street and Prospect Lake Park site in downtown Clearwater. In approving the RFP/Q, several considerations for a future developer were highlighted by the CRA: 1. A proven record of successful development of projects similar to the mixed-use "vision" for the site; 2. Clear indication of the capacity of the developer and project to be constructed within the timeframe delineated in the RFP/Q; 3. Clear indication that the developer and project could readily attract the requisite financing for the project. The RFPQ was formally released on May 8th with a submittal deadline of June 29,2007. The RFP/Q was advertised nationally in trade publications, on the City's and other development and planning websites, in local newspapers and through the direct mailing (228 mailings) to development organizations and related groups. Nine (9) development teams from across the nation submitted proposals in response to the RFP/Q. On July 18,2007, a Selection Committee met to evaluate the written proposals and identify finalists who most closely met the objectives of the CRA for the Prospect Lake site as delineated in the RFP/Q. The Selection Committee consisted of: . Rod Irwin, CRA Executive Director . Geraldine Campos Lopez, Director, Economic Development and Housing . Michael Delk, Planing Director . Michael Quillen, City Engineer . Gina Clayton, Assistant Planning Director The Selection Committee identified three (3) development team proposals, which appeared to best meet the selection criteria, based upon a rating formula in the RFP/Q. The Selection Criteria used is as follows: . Developer Experience and Qualifications (25%) . Financial Feasibility (25%) . Conceptual Development ProgramNision (25%) . Economic Benefit to the CRA (25%) . A 10% bonus was applied for those proposals agreeing to reserving 10% of the units for workforce affordable housings (defined as households earning 120% of area median income). The top three development teams were invited to make formal, detailed, in-person presentations to the Selection Committee on August 1 st and 2nd. The three invitees were: . Miles Development Partners; Atlanta, Georgia . The Gorman Company; Madison, Wisconsin . Synergy Properties, Inc.; Tampa, Florida Cover Memo Item # 3 Subsequent to the interviews, and after further due diligence and clarification, the Selection Committee unanimously recommended that the development team headed by the Miles Development Partners, Atlanta, Georgia be recommended to the CRA Board for designation as Preferred Developer of the site, subject to successful negotiation of a Development Agreement and Purchase Agreement, and based upon "Scheme A" of their submission. The major determinants of the decision were: 1. Strong, current and successful experience with the type of "urban edge" mixed-use infill project envisioned for the site; 2. Strong probability of timely completion, based upon due diligence and client references; 3. Strong likelihood of ability to access necessary project financing, based upon financial references and internal financial resources of the firm. The Miles proposal anticipates a mixed-use residential project, with upwards of 249 market rental units (subject to PlanninglCDB approval of the allowable number of units from the Public Amenities Incentive Pool), and upwards of 18,000 square feet ofretail along Cleveland Street. Inclusion of an affordable housing component is contemplated. The specifics of the project will be defined by the CRA through development agreement and purchase contract terms, and by the Community Development Board through a development order. Next Steps 1) CRA Board designate Miles Development Partners as Preferred Developers of site; 2) CRA board authorize a 90 day Exclusive Negotiation Period and authorize Executive Director to negotiate 1) development agreement and 2) purchase agreement; 3) CRA Board approves development agreement and purchase contract; 4) Miles Development files development application with Planning Department. 5) CDB considers development application and, if favorably received, issues development order. 6) Miles Development files and obtains all necessary permits for construction of project. 7) Property transfers to Miles Development per Purchase contract. Review Approval: 1) Office of Management and Budget 2) Legal 3) Clerk 4) Assistant City Manager 5) Clerk 6) City Manager 7) Clerk Cover Memo Item # 3 Attachment number 1 Page 2 of 22 PiIrlliI tauatr The purpose of this Request for Proposals/Qualifications (RFP/Q) is to select a qualified Development Team (Developer) to purchase and develop a prime 4.13+/- acre site located on Cleveland Street and Prospect Avenue (Site) in Downtown Clearwater, one block east of the Downtown Core. The Community Redevelopment Agency (CRA) of the City of Clearwater, Florida invites qualified applicants to submit proposals and qualifications for a residential infill development that includes a limited commercial component for the Site. The CRA redevelopment strategy emphasizes the creation of a significant residential concentration in and around the Downtown Core to create the support for a day-into- evening retail, office, recreational, and entertainment environment. The CRA envisions this parcel as a major opportunity to facilitate this strategy. The Site, located in the Town Lake Residential Character District of Downtown Clearwater, is currently owned by the CRA and the City. Clearwater is situated on the west coast of Central Florida in the Tampa Bay area and is the county seat for Pinellas County government. N89"57'12"E 408.00' ~ ~(Q)~uD=O THIS IS NOT A SURVEY!! NOT TO SCALE -8 ~~ ut~ i ;:; '" '" q N81"18'37"E 7.93' TRACT 2 N89"57'12"E 101.90' 180092 S.F. 4.13 Acre en ~g . .... 8'"" .~ '" .'" o o . S89'57''''W ~ ~ 5.08'" ~ S89'42'04"W 21.42' en o ~9 -.... ~ui ~ '" N83'53'OO"W 188.67' en o ",0 -d ~;; ...." '" N90'OO'OO"E 139.11' THIS IS NOT A SURVEY! NOTE: Total acreage is 4.13 Acres, more or less. Includes Tracts 2 and 5 of MEDITERRANEAN VILLAGE IN THE PARK, as recorded in Plat Book 125, Pages 44-46, public records of Pinellas County, Florida, % o -'" ~t 8.~ i TRACT 5 en iDS !"", ~~ '" z S84"12'53"W 8 57.03' !S: j tl~ . .. N90'00'00"W 179.76' CITY OF CLEARWATER. FLORIDA ENGINEERING DEPARTMENT Item # 3 ~ ..!IIItlIfI.__l..J~'~-dr~II"'--_~k~_.:L~ flifMlIlI [J!IL~"'~-~~IIIII~~,~.!tfD1I~ _l!Iib"" ~ "" "" ",,,_1IIiI '1111'II"1 ._1 ~ ~ 61- _'illiBll"lI!ftIJ. ~ IlBIIl!L 1::11. pm 11IIII .1IIIIB'!I'!!I~"ii_""I""''''I'I,,''~~In~lIdr1~~~1III ~~BM"~_ ._,_"",I~'"~lIIIV~1dJII_Mtld ~ltr".,n' .~llW"'''''r''~~ ~MIB~ri!..IIII...~,IPIiII,~,Wlmrltlm.JLilL.-ilfll~mtiA. ~,~ ~~" 1IIItm.'I'l1~ I9Jmdlll......,d J'II. ".A _.~~~_~I U."'~I~ OII...~ I\f'DII EIIIII ~ IlIt1I!IIII 11IIII 011.111111 "II,~f~ ~ Ear ~"""""",aJ--III...,.1::II.". 'I~b ~11"11_llbmtd ~ iIIi::lIl-~_ ".,_",~III"t;I_~~I.,!""._L",~,!~p~ - ~ l!f 11111 r' trJ" 'II~ 1Pl!ln" II1IIrd I",t. ~~ ISB~ S11I11uJt ~ ~ ~~..~I.*1mI.'I_ID~.."IkI"'~ ~1m,'-1IIIi ~ ~"R",..fII, ~~ flXi 1IIifI...." ~ IIlIIlrI1!tl1II111 Dft. tDmDfl:M~1m 1I~.mi~~lIJ]li~ ~"'IIlJdlll~",,~ 1IlfII.al1l ....iI. Item # 3 The subject property is located in the Town Lake Residential Character District of the Downtown. It has frontage on Cleveland Street, Prospect Avenue, and Ewing Avenue and is adjacent to Prospect Lake Park. The Downtown Redevelopment Plan envisions this District as a residential area with ancillary commercial uses, with more intensive commercial and office development directed to the major streets in the District. The CRA desires a mixed-use urban infill project in this location, with a predominantly residential component. The CRA's redevelopment strategy emphasizes the creation of a significant residential concentration in and around the downtown core, to create the support for a retail and recreational environment. The City/CRA view this parcel as a major opportunity to further this strategy. While the City has a Flexible Development Code to encourage design, mixed-use and massing creativity on infill projects, certain preferred criteria have been established because of the importance of this Site. Development proposals should include a mixed - use building fronting Cleveland Street three to four stories in height. Commercial uses should be located on the first floor and residential uses on the upper floors. The building should have a pedestrian orientation with no means of vehicular ingress/egress on Cleveland Street. Freestanding residential buildings should be located to the south of the mixed-use building and may extend up to a maximum of 75 feet in height. The orientation of these residential buildings should capitalize on the site's proximity to Prospect Lake Park, but not wall-off the park. The project's overall design should acknowledge and integrate the lake as a design feature of the site. Submissions reflecting significant variations from the preferred concept may be considered, but at the sole and exclusive option of the CRA. The Downtown Plan allows residential density up to 30 dwelling units or 40 hotel units per acre and a Floor Area Ratio (FAR) of 1.0 for commercial development. Through the Public Amenities Incentive Pool, a development proposal may attain additional density and/ or FAR based on certain amenities provided by the developer, including but not limited to, streets cape improvements, on-site public art, the inclusion of affordable housing within the development, and mixed-use projects that further the Plan's major redevelopment goals and character district vision. The amount of development potential made available to the project will be based on the type and scale of amenity provided and not a specific formula. The allocation of additional densitylintensity is made in conjunction with a site plan application reviewed and approved by the Clearwater Community Development Board at a public hearing. Any proposed project must comply with the Downtown Design Guidelines, which require quality architectural and site design, an urban development pattern and the use of quality materials that enhance the quality of the Clearwater Downtown built environment. Price is to be negotiated, based upon the overall development proposal and the economic benefit to the CRA. A Development Agreement between the Developer and the CRA shall govern the terms and conditions associated with this project and the property acquisition. The selected Developer shall enter into a binding Development Agreement with the CRA, which shall outline the purchase and disposition of the subject Site, the underlying project development design parameters agreed to by the CRA and city, any incentives agreed upon, and the terms and conditions. Item # 3 Due to the importance of this particular downtown infill development site, it is the intention of the CRA to consider certain development "incentives" which might include, but not be limited to, the payment/waiver of certain impact fees and the use of tax increment financing revenues. A screening team will evaluate all submissions according to the evaluation criteria delineated below and identify firms that will be invited to submit more detailed proposals, make oral presentations, or both. The screening team will rely upon the response to this RFP/Q in selection of finalists and the Preferred Developer. Therefore, respondents should emphasize information particularly pertinent to the project and the evaluation criteria and submit all information they wish the screening committee to consider. The Screening Team will recommend a Preferred Developer to the CRA, who will make the final selection. The recommended Preferred Developer may be required to make a formal presentation to the CRA, if requested, as part of the selection process. The CRA will then enter into exclusive negotiations with the Preferred Developer for a Development Agreement, Purchase Agreement and any other appropriate CRA transactions. The selected Developer will be solely responsible for project design, development application submission and approval, securing required permits, construction of the project and ongoing project maintenance and operation. . Developer Experience and Qualifications 25% . Financial Feasibility (Developer & Project) 25% . Conceptual Development Program/Vision 25% . Economic Benefit to the CRA 25% * A 10% "bonus" may be applied to any project proposal containing a residential component with at least 10% of the units reserved for workforce affordable housing, at 120% of area medium income, for a period of at least 20 years. Release RFP/Q Proposal Submittal Deadline Project Evaluation and Rankings Oral Presentations Approval of Selection by CRA May 8, 2007 June 29, 2007 Week of July 17, 2007 Week of July 30, 2007 September 2007 Proposals must be submitted on or before June 29, 2007 by 4:00 p.m. Eastern Standard Time. Late proposals will not be accepted. Proposals shall be submitted in a sealed envelope or box and clearly marked as follows: Request For Proposals /Qualifications- CRA Cleveland Street and Prospect Lake Park Site Item # 3 One (1) fully signed original transmittal letter and 10 copies of the proposal shall be submitted to the CRA. The signer of the transmittal letter must be the person with authority to act on behalf of the Proposer. Proposals shall be mailed or hand delivered to the office of: Mr. George McKibben Purchasing Manager City of Clearwater Municipal Services Building 100 S. Myrtle Avenue, 33756-5520 P.O. Box 4748 Clearwater, Florida 33758-4748 All questions regarding this RFP/Q must be submitted in writing and directed to the Purchasing Manager no later than five (5) days prior to the submittal deadline. All questions and answers will be posted on the City's web site at www.myclearwater.com. Questions may be 1) sent via email to Mr. George McKibben at 2) faxed to (727) 562-4635; or 3) mailed or hand-delivered to: Mr. George McKibben Purchasing Manager City of Clearwater Municipal Services Building 100 S. Myrtle Avenue, 33756-5520 P.O. Box 4748 Clearwater, Florida 33758-4748 All proposers responding to this RFP / Q do so at their sole expense and risk. The CRA and city assume no financial or other obligation to Proposers who respond to this RFP/Q. The CRA and City will not be liable to any broker, consultant or other entity acting on behalf of any Proposer for any fee or payment relating directly or indirectly to the Proposer or its proposal. The selected Developer shall comply with all applicable laws, ordinances and regulations. All proposals, qualifications, correspondence and records made thereof, are public record and handled in compliance with applicable state and local laws. The successful development entity will be selected by the CRA. Estimated timeframe for selection is September 2007. Any actual or prospective proposer who is aggrieved in connection with the solicitation or award of a contract may seek resolution of his/her complaints by contacting the Purchasing Manager. Item # 3 Information in the responses should be organized and divided by tabbed sections as outlined below: Legal name and principal office address Telephone number and e-mail address Name of authorized agent who is authorized to negotiate with the CRA Names and qualifications of all team members, legal counsel, architect, financial institution, contractor (if known) A statement of the relationship between the developer and any parent company or subsidiaries that might also take part in the development List of prior development experience, short summary of relevant project(s), listing total projects/units developed within the last five years Provide financial institution reference contact(s), which may be contacted by the CRA A clear statement of the respondents' vision for the project and site, including how the envisioned project will relate to the surrounding area and its benefits to the CRA Present in both narrative and visual form the extent of the development proposal for the Site. Drawings may be "conceptual" in format, but should be detailed enough to reflect the scope of the proposed development Narrative elements to be addressed include: . Height . Scale . Square footage of specific land uses . Proposed architectural style and material types . Site and building orientation . Project relationship to the adjoining Prospect Lake Park . Access points and curb cuts A breakdown of the proposed parking spaces to be allocated for each use Creative and innovative design solutions Proposed calendar schedule, to include timeline for: . Design . Review and Permitting . Construction * Note: it is the desire of the CRA that this project is under construction within twelve months of CRA approval of the development agreement. Preliminary financial plan to include: . Construction Budget detailing total project cost and proposed source(s) of funding . Demonstration of developer's financial capacity to develop the Site A brief description of the various land uses being proposed, including price points of for-sale residential units and proposed lease rates for retail Suggested purchase price for the property Item # 3 The CRA, in its sole and absolute discretion, with or without cause, and without liability of any kind to any Proposer, reserves the right to: Accept or reject any and/or all proposals, either in whole or in part, waive any informality of any proposals and qualifications, cancel this RFP/Q at any time and/ or take any action in the best interest of the CRA. The CRA's decision in all matters shall be final; Retain all proposals for official record purposes, including a copy of the selected developer's qualifications and supporting documentation, and/or use them in whatever manner it deems appropriate; Written competitive proposals, other submissions, correspondence, and all records made thereof, as well as negotiations conducted pursuant to this RFP/Q, shall be handled in compliance with Chapters 119 and 286 of the Florida Statutes. The City gives no assurance as to the confidentiality of any portion of any proposal once submitted; Elect not to accept any request by any Proposer to correct errors or omissions in any information, calculations or competitive price(s) submitted once a qualification is received; Ensure that by offering a submission to this RFP/Q the proposer certifies the proposer has not divulged to, discussed or compared his/her competitive proposal with other proposers and has not colluded with any other proposers or parties to this competitive proposal whatsoever; Investigate the financial capability, integrity, experience and quality of performance of each Developer including all principals; Request an oral presentation from any Proposer; and; Request any additional information from any Proposer. Regional and national developers have discovered downtown Clearwater's strategic location within the Tampa Bay region. The city is the second most populous community within the county, and as the county seat enjoys the added benefit of hosting thousands of city and county employees within our downtown. Connected to downtown by the newly constructed Memorial Causeway Bridge are world-renowned beaches that remain a popular destination for residents and tourists alike. The Downtown Core itself is undergoing revitalization with two key private parcels under construction. Several infrastructure projects have been completed or are under construction that will continue to set the stage for the attraction of private development. Leading the infill and redevelopment market is a strong consumer demand for new workforce urban housing units (condominiums, townhomes, and apartments) and associated quality retail and entertainment support venues. To coincide with this demand, a primary strategy of the CRA for downtown revitalization is the attraction of quality, new urban market-rate and workforce housing and hotel units. The attraction of residents and tourists into our downtown acts as a catalyst for increased retail, restaurant and entertainment venues. The CRA has worked closely with developers, the Downtown Development Board (DDB), Main Street Program, property owners, Clearwater Regional Chamber of Commerce, and other stakeholders to coordinate projects that support this strategy. These projects include a comprehensive marketing plan to promote the future of downtown with a brand identity for Cleveland Street and a Fa~ade Improvement Program with matching grants for buildings along Cleveland Street. Item # 3 ~1a"11"1"'''''' ~..tlB db. "i'TI~_lIIt.~~ _~'Iltd~IliIEIrt.~Il~~1rr11ItI rl]fllJ_" ,,,...... 11!II\\W "IIli ""&11.1, '''''''''''''''''IlIEIII"I_"..] 11,.""......~.!dIi lIE ~ ""1;'E ~ .1"m,.,II'. .. _"...fi,_'!I~ 1IlII~ IIiIIi ~~I,II,II,~"""'~~Ib~ii!''''~~OlI~_ I,,,,,,' -J"""...f- brtl- dtp_ ...A.t-.I""p-A pll[!J-b 1, ~ I '"... m,.. mrMlbtwn ~ InhIftudoE PrajedI ~~~~~a_""'I'..-l~plli'i'",,!M"HIdI 111 ~ ~III'" ~"""rl....-ui 1lilIil1l ~"""~ Ir _1IlIlIIJ m.IJIIII tI1 :IIiIIlIIii ~ I,,,,,,,t,..-I!III'I '11'11'11"1.. iIIQ!lJ:'I" ",-,,, "...,,,,.. 11 '1\,,}~ l~a.1ft'1nrf _"~~IIJ~~"I1'~'" Pi d'il ~ ~ IIIlIIIIf WI~ . ~ 1tIIII!ii~ f1I1m ~Ii Ilkli"-'. 11'111 ~~... _:El&i~~ ~__II_laI~ IIDIIil 'IIIJ!.~ 1IIIIIIfll~ 1:1tI."R iIlI!JI ~ ~~I~'''I~ ..... Imdll.Dl:l~ [3.D E LMIU :ITA.EETIII:AP E . Ii ~ c- ...1IIll1_ 1:JJ!II ,1f'II'Iii\\W~aI~~be iE!'II:mI-ltJJlllm,ly}i , riIIII ~'IIr'llnm I ~ lip fIIQ)d 1m 8lI ~ .ullfb-1IYIIiI1I' ""lilllll,ii!ll~ JlIJI. I tJW)I'fQIIII G L EAI.WJ\lU. ~U IlLPI ~~~~"~r1tJw. _m~. "'''':~,.lfII fir IhImIB at ~"I.~~M~1h . 1D1WlIIw""",....~ ~1tNI1_ Ii lIDDlllll~ IIII\IIIi ....II. Attachment number 1 Page 18 of 22 . Main Library- A 90,000 square foot $20.2 million main library designed by architect Robert A.M. Stern was completed in 2004. MEMORIAL CAUSEWAY BRIOGE MAIN LIBRARY . Memorial Causeway Bridge- Clearwater's signature bridge linking downtown to the beaches was completed in 2005 contributing to a more pedestrian-friendly Cleveland Street. Current Redevelopment Projects and Activity In addition to infrastructure projects, Clearwater has approved 1,237 attached dwellings in downtown, of which 519 units have been built or are currently under construction. The CRA has been very active in the downtown creating several public- private partnerships that has resulted in two development projects currently under construction and several under development. Downtown Core Station Square Condominium Project Construction is currently underway for a mixed-use project consisting of 126 residential condominiums, 10,000 square feet of restaurant/ retail space and 326 parking spaces, of which 100 will be public. This project lies on a 35,968- ~qUare-foot former parkiug lot lying on the north STATION SQUARE CON 0 0 M I N I U M PRO J E Ollm # 3 a~~__~ mIID!Ii;Id1dat1.IIfMl&lfMmrIIJIBtdJI ,,~.~lu;1rMhtIill,,~~ ~ ,~- .i""'I!~I,,\ ~t,~~ , 1~~I1I!llIfd!illlue.ifRfI1-,lIIJ """1.:1111!lni1! l1>>IlJE..-.:r lIQIl1 '1\,}~ 1 ~ ~~~I_~_.~ ~~"p,aI,i.IM~IiIII!:DtlII 1QIIIIIl1kd1ll~1IRI1kI~ ~~[,.. ~1JtHI~~SllIJ lI,!nMImIM .WJr'I'III1.... ~ IiIIUII j II 1;11I !MIl ~ I!tIIR ~dl1!11M:E ~'1I11' _1I1i11lil '~~ iEIlIIDl&:1! mNN n MAULOTT IIIIIIiII Attachment number 1 Page 20 of 22 Clearwater Automotive Long an impediment to the future redevelopment around the Prospect Lake area, an automotive junkyard was acquired by the City through an exchange of real property between the city and Clearwater Mall, LLC. The city and the CRA have partnered on this project to complete the environmental remediation of this 3+/ -acre site. The intention of the CRA is to issue a Request for Proposals once all the requirements of the Brownfields Site Rehabilitation Agreement have been completed and signed off by the Florida Department of Environmental Protection for redevelopment of this site. CLEARWATER AUTOMOTIVE Downtown Clearwater For more information about Downtown Clearwater, please visit www.myclearwater.com/downtown. .u... Item # 3 Attachment number 1 Page 21 of 22 ;"":) . .... .J-... :. . :_...~~.~.~~..~ ~~...;.~ - . . .. .. Prepared by Engineering Department GIS Division 1 inch equals 600 feet o 300 600 - - - .Feet Attachment number 1 Page 22 of 22 Frank Hibbard, Mayor John Doran, Vice-Mayor George N. Cretekos, Councilmember Paul F. Gibson, Councilmember Carlen A. Petersen, Councilmember Rod Irwin Geraldine Campos Lopez ~ Clearwater u Item # 3 Attachment number 2 Page 1 of 1 From: Irwin, Rod Sent: Thursday, September 06, 2007 10:48 AM To: Harriger, Sandy Subject: FW: Supplemental page for Miles RFP The attached e-mail and RFP page need to be attachments to the Prospect Lake Agenda Item. -----Origina1 Message----- From: Jason Perry [mai1to:jason.perry@mi1esdp.com] Sent: Wednesday, September 05, 2007 6:47 PM To: Lopez, Geraldine Campos Cc: Irwin, Rod Subject: Supplemental page for Miles RFP Geri, Attached is the corrected purchase price page for the RFP. We apologize for the typographical error. The information on this page should now be consistent with the prices and schemes throughout the rest of the package. Please let us know if there is anything else you need. Sincerely, J. Jason Perry Vice President of Development Miles Development Partners 3280 Peachtree Road, NW Suite 600 Atlanta, Georgia 30305 P: 404.665.2096 F: 888.258.2415 jason.perry@milesdp.com Item # 3 Attachment number 3 Page 1 of 1 In the past 12 months, Miles Properties, Inc. and its development subsidiary Miles Development Partners have raised over $60 million in private equity, closed on a $40 million real estate opportunity fund (callable over the next three years), and raised $8 million in private mezzanine financing. Additionally, the firm has secured over $275 million in debt financing from a variety of lenders. With an estimated construction and development of over $35,000,000 for the Cleveland Street development, Miles Development Partners is more than adequately capitalized to undertake this project. II. Description of Various Land Uses Being Proposed a. Price Points of For-Sale Residential Units Not applicable for our current development program b. Proposed Rental Rates of For-Rent Residential Units We expect that our units will rent from $775 - $1,650 per month c. Proposed Lease Rates for Retail We expect that our retail units will rent for $35 per square foot per year (Full Service) III. Suggested Purchase Price of the Property Scheme "A" $3,000,000 (Three Million Dollars) Scheme "B" $1,500,000 (One Million Five Hundred Thousand Dollars) In addition to the purchase price mentioned above, we also believe that this project will create a substantial economic benefit the City of Clearwater. 1. With an estimated hard construction cost of $32,000,000 and an effective tax rate of 5.0288 mills, we estimate that this project will create an annual increase in the City of Clearwater's tax revenues by over $160,000 per year 2. Because we are proposing a "for rent" development, our project will also create several jobs including an apartment manager, an assistant apartment manager, several rental agents, and several maintenance professionals. Additionally, the repair and maintenance work that is sub-contracted out will generate additional work for local contractors. Item # 3 t~ MilES DEVELOPMENT PARTNERS www.mHesdevelopmenlparlners.com September 6, 2007 Mr. Rod Irwin Assistant City Manager for Economic Development City of Clearwater City Manager's Office 112 South Osceola Avenue Clearwater, Florida 33756 Mr. Irwin, The purpose of this letter is to answer and clarify several questions that were asked of Miles Development Partners during the interview process pertaining to the RFP issued on the Prospect Park property along Cleveland Street. During the presentation held on August 1, 2007, your team asked us to clarify and explain in more detail several items in our initial response to the RFP. These clarifications and explanations relate to the following main categories: 1. Project Narrative & Vision 2. Conceptual Development Program (249 Units plus Retail) 3. Financial Plan and Pricing 4. Target Market 5. Project Staffing 6. Letters of Reference 7. Site Plan and Project Renderings (sent under separate cover) We have enclosed with this letter, documents that will clarify and explain these items in writing that were discussed verbally during the presentation and subsequent meetings. If you or anyone from your team has any questions or comments, please do not hesitate to contact us. Sincerely, ~_?~ J. Jason Perry \ Vice President of Development Enclosures Cc: Geri Campos Lopez, City of Clearwater Bruce Wise, Miles Development Partners Joseph Beaudoin, Miles Development Partners Item # 3 Terminus 100.3280 Peachtree Road NW. Suite 600 . Atlanta, Georgia 30305 .404.965.3300 Attachment number 4 Page 2 of 12 ~ect Narrative and Vision Statement The proposal is to provide a quality contextual design, enhancing the built environment of Downtown Clearwater, Florida. The project boundaries, residing within the Town Lake Residential Character District, provide a unique opportunity for the development team. While residing on the commercial artery of Cleveland Street and the park setting of Prospect Lake, the best of both urban living and a restful green space can be achieved. The provision of these exceptional activities to future residents and to the greater community provide for an experience of rare coincidence. The desire is create a dynamic mixed-use project combining for-rent multi-family and neighborhood commercial/retail targeting the influx of persons to or near the Downtown District of Clearwater, Florida. The property's proximity to Downtown creates a perfect location for residential close to the cultural, entertainment, and business amenities of the central civic core. As in other projects of the area, our demographics will be a variety of urban and near-urban populations, including young professionals, educational and municipal workers employed in the central core. The Cleveland Street location and value pricing of the project supports our primary focus of a "soft-loft" concept mixed with retail and multi-family apartment units around Prospect Lake. Item # 3 Attachment number 4 Page 3 of 12 Conceptual Development Pro!!:ram 1. Narrative Presentation This proposal uses the massing of four-story residential buildings fronting Cleveland Street to create a pedestrian friendly urban "edge" composed of retail/commercial uses below three stories of residential units. These buildings will comprise the northernmost area of the parcel. The structures will take on architectural rhythms/scale appropriate to the pedestrian and the existing urban fa9ade patterns of Downtown Clearwater emphasizing a "Main Streef~ architectural style. Additionally~ pedestrian access to Prospect Lake Park is proposed for the passerby from Cleveland Street on both the eastern and western property boundaries. Parking for these residences is achieved via a "podium-style" two-level parking facility wrapped with buildings and "green" amenities on its roof. These amenities will include a fitness facility~ pool and associated outdoor recreation space~ private balconies and public pedestrian entry/lobby. Pedestrian access to Prospect Lake Park is a key focus for this proposal. A landscaped and lit walkway linking pedestrians on Cleveland Street to Prospect Lake Park is included along the western boundary of the site. This will also serve to preserve a view corridor from Cleveland Street to the Park. The remainder of site is occupied by a three-story building set in a garden atmosphere respecting Prospect Lake Park by providing green space between the lake and residential uses. Parking for these facilities also is located at greatest distance from the park/lake and is used to buffer adjacent land uses from the stlUctures. Ample secured parking and pedestrian access will be provided. Entry and egress points are provided via Park Street, Pierce Street and S Prospectus Avenue. These multiple access points allow for a distributed traffic pattern minimizing impacts on the surrounding neighborhoods. The architectural style of the project proposes a flexible design that may incorporated a variety of styles to produce a more authentically urban infill development more common to retail streets built over time. The material palette could include more historical and indigenous materials such as clay tile~ stucco~ brick and wood siding but also more contemporaneous materials such as steel~ glass and metal roofing. a. Height 50 Feet Max b. Scale Rectangular Item # 3 c. Square Footage of Specific Land Uses Residential: 249 Units 50% 1Br & 50% 2Br 900 sqft Average Unit Size 225,000 sqft Total Commercial/Retail: 16,800 sqft d. Proposed Architectural Style and Material Types See N arrati ve e. Site and Building Orientation Cleveland Street f. Project's Relationship to the Adjoining Prospect Lake Park Utilizes Prospect Lake for Residential Views & Open Air Amenity g. Access Points and Curb Cuts Curb cuts on Prospect A venue, Park Street, & Pierce Street h. Breakdown of Proposed Parking Spaces to be Allocated for Each Use 436 Spaces (374 residential & 64 commercial/retail) 1. Creative and Innovative Design Solutions Attachment number 4 Page 4 of 12 Item # 3 Attachment number 4 Page 5 of 12 Clarification of Financial Plan 1. Purchase Price: $3,000,000 This purchase price is based on the purchaser successfully obtaining the right to develop 249 residential units plus retail on the site. II. Earnest Money: $250,000 We are willing to make a good faith deposit in the amount of $250,000 (to be held in escrow) upon the CRA's award of Miles Development Partners as the Preferred Developer of the Prospect Park property. III. No City Incentives We are not requesting any incentives from the City of Clearwater to develop this project. IV. City Participation We humbly request that the City of Clearwater support our development by awarding an additional allotment of units to be developed on the site from the City of Clearwater Density Pool. This additional density will allow us to reach the critical mass required to efficiently operate an apartment complex. With 249 units plus retail, the complex can support dedicated leasing agents and dedicated maintenance staff. This significantly reduces costs compared to subcontracting out these functions. This unit count also allows us to allocate our fixed costs over more units, resulting in lower fixed cost per unit than a smaller development. V. Workforce Housing Miles Development Partners is prepared to participate in the City of Clearwater's "Workforce Housing" program as defined by 120% of AMI or less. VI. Supporting Financial References a. Copy of Private Equity Fund provided under separate cover b. Purchase History & Financial References attached hereto Item # 3 Financial Plan . 1. Preliminary Financial Plan Construction Budget Detailing Total Project Costs Category Land Acquisition: Hard Construction Cost: Architectural & Design: Costruction Soft Costs: Transactional Costs: Development & Contingency: Estimated Costs a. Proposed Source(s) of Funding Nominal $ 3~000~000 $ 32,000,000 $ 1,300,000 $ 1~700,000 $ 4,000,000 $ 2.500,000 $ 44,500,000 Attachment number 4 Page 6 of 12 % ofProi. 6.74% 71.91 % 2.92% 3.82% 8.99% 5.62% 100% Funding will be sourced from three major sources. The exact percentage of capital and source of each tranche will be determined through competitive bidding between potential sources. The source with the lowest overall cost of capital will be selected for that respective tranche. The land acquisition and construction loan will first be sourced from a major commercial bank. We expect this loan to cover up to 80% of the total cost of construction. Typical vendors include Key Bank, Wachovia Bank, LaSalle Bank, etc. In the past 12 months, these banks have combined to issue Miles over $275 million dollars in senior debt. We expect to raise an additional 10% of the total construction cost of the project via mezzanine financing. Typical vendors include Merrill Lynch, CIT, etc. The remaining capital will most likely be raised internally through Miles Development Partners or our parent company Miles Properties, Inc. Even though it is our intent to fund this capital internally~ we reserve the right to raise capital through other capital sources. In addition to all of these sources of capital, Miles Development has direct access to $12,000,000 from our private equity real estate opportunity fund and $8,000,000 in mezzanine financing from our private equity mezzanine fund. These two equity sources alone could account for almost 50% of the required capital of the entire project. b. Demonstration of Developer's Financial Capacity to Develop the site In the past 12 months, Miles Properties, Inc. and its development subsidiary Miles Development Partners have raised over $60 million in private equity, closed on a Item # 3 Attachment number 4 Page 7 of 12 $40 million real estate opportunity fund (callable over the next three years), and raised $8 million in private mezzanine financing. Additionally, the firm has secured over $275 million in debt financing from a variety of lenders. With an estimated construction and development of over $35,000,000 for the Cleveland Street development, Miles Development Partners is more than adequately capitalized to undertake this project. II. Description of Various Land Uses Being Proposed a. Price Points of For-Sale Residential Units Not applicable for our current development program b. Proposed Rental Rates of For-Rent Residential Units We expect that our units will rent from $775 - $1,650 per month c. Proposed Lease Rates for Retail We expect that our retail units will rent for $35 per square foot per year (Full Service) III. Suggested Purchase Price of the Property a. $3,000,000 (Three Million Dollars) This price is calculated based on a proposed density of 249 units. This price also includes an allocation of credits from the density pool to achieve a development of249 units. b. $250,000 (Earnest Money Deposit) As a good faith demonstration of our financial capabilities and commitment to developing our proposal, we would be willing to make an initial earnest money deposit in the amount of $250,000 upon the selection of Miles Development Partners as the Preferred Developer for the Prospect Lake property. Item # 3 2006 Acquisitions Property Location # UnIts Purchase Price Equity Investment Close Date Berkley Estales Dislricl Heights, MD 366 $22,375,000 $2,190,000 5116/06 Meridian North Charleston, SC 160 $6,300,000 $921,750 6126/06 British Woods Durham, NC 400 $11 ,200,000 $2,073,000 7124106 Madison Poinle Orlando, FL 188 $7,959,000 $1,201,000 8/21/06 Sloney Pointe Charlolle, NC 360 $9,650,000 $1,230,000 9/14/06 Cambridge Commons ForeslviUe, MD 599 $33,250,000 $5,130,000 9/15/06 Oaks al Wendover Chartolla, NC 239 $7,450,000 $1,548,500 llfl106 Chaucer Village Dallas, TX 384 $9,900,000 $2,098,000 11/27106 Caninglon ManorlWalerford Polne Memphis, TN 853 $16,200,000 $3,050,000 12115/06 Foxglenn Capital Heights, MD 172 $9,500,000 $1.490,460 12128106 Tolal/Avarages 3,741 $133,784,noo $.20,932,710 2007 Acquisitions Property Locatlon # Units Purchase Price Equity Investment Close Date Aspen Portfolio Birmingham, AL 1,840 $57,500,000 $9,353,280 115/07 Bloc!< C Land Parcel Jacksonville, FL TBD $3,314,625 $828,656 215/07 Bloc!< D Land Parcel Jac!<sonville, FL TBD $4,019,100 $1,004,100 2/5107 Park@ Lakewood Richmond, VA 720 $25,000,000 $3,856,000 2nJ07 Willowick Riverdale, GA 220 $6,600,000 $1,200,000 4/5/07 Jac!<son Square Ortando, FL 264 $13,350,000 $2,200,000 4/16/07 Brillany Chartotle, NC 310 $8,380,000 $1,554,860 5/10/07 Club @ Camp Creek College Park, GA 486 $15,000,000 $1,908,834 5/1 Bl07 Eagle CliIf Commerce GUy, GO 144 $5,000,000 $975,000 5/29/07 Foxworll1 Road Land Parcel Tampa, FL 500 $7,273,117 $1,818,279 6/15/07 Fox Road Land Parcel Raleigh, NC 480 $8,653,750 $2,163,438 7116/07 Ivy Commons Durham, NC 223 $5,350,000 $963,481 7/18/07 Govenby Village Memphis, TN 470 $9,225,000 $1,747,640 7119/07 Block A Land Parcel Jacksonville, FL 125 $3,889,375 $1,114,375 1 0/5107 Total/Averages 5,782 $172,554,967 $30,687,943 Attachment number 4 Page 8 of 12 Item # 3 Attachment number 4 Page 9 of 12 Tareet Market The target market for our proposed development focuses on the working professional. Our experience in other urban markets has allowed us to witness a pent up demand for affordable, urban living. There seems to be a huge demand for affordable, urban living that is largely underserved in most urban markets. Many working professionals have a desire to live close to their employment, as well as entertainment nodes. Downtown Clearwater takes it one step forward with its proximity to the beaches, which offer an abundance of entertainment and recreational activities that many cities can not offer. As witnessed over the past few years, most urban development has catered to the empty nester and luxury home buyer. There has been very little focus on the working professional, who makes up the largest demand pool for urban living. It is our focus to fulfill this demand and create a retail environment that will serve the residents as well as visitors to downtown. Weare also proposing to allocate a percentage of our units to workforce housing. This housing will be set aside for residents that have incomes less than 120 percent of the Area Median Income. These units will also have a rent restriction to allow more affordability for these residents. Workforce housing is critical to a healthy mix of residents as well as employee retention within the downtown core. Item # 3 en .. u CD .o~ .. a. .. c CD E a. o = CD a ca -a -- .. o II. , ril..' .C ,"a2 rJ) ."~' ..c......l!i... (\.)0 rJ).. . ..~>~.....,... 'Q)'el 10< t+ .. aID :....'....5..... ~~\ ...,......~......'~.'....... ::F+-' . "co~,< 0> , - . . - ,. - ,. ..~~' ....~.~< ........~...~\. .....g..~.... ....!:: 0) "::J ,.... roO. ~:~. ill ....:...:;g;~. 0..... CCi ~..~... :t..l:: :<'5. . ....::~ ~: gi8.'. ...~.,..~....... COP Attachment number 4 Page 10 of 12 @ ~ ~ CV2) ~ b @ ~ ~ 23 CV2) ~ ~ c::::::J c::::::J o c:::::::J @ @ ES Attachment number 4 Page 11 of 12 lilt'. :::,.- CUTY Of ST. PETERSBURG POST OFF!CE Box 2842, ST. Pm~SRURG, F~ORIDA33731-2B42 WEB SITE. WWw.5tpete.DlgC~anneI35WSPF.TV TmPHONE; 727 893-7171 To Whom It May Concern: The City of 8t Petersburg is proud to be teaming with Miles Development Partners on their projects within our City. With two projects nearing completion and one additional project breaking ground, Miles has been an instrumental partner in the community redevelopment of Downtown 81. Petersburg. Working closely with the City staff, we found sensitivity to the City's interests as well as the needs of Ollr constituents. Miles exhibited a flexibility rarely found in development companies while creating not only mixed-use opportunities for downtown but also acting as a catalyst to encourage additional investment with our central business district. Our experience with Miles has proved a great understanding of creating livable cities that truly provide an exceptional experience both for the resident and visitor. My office is always available should you desire to discuss the Miles and their accomplishments in 81. Pete, ~ Kevin Dunn, Managing Director Development Coordination City Development Administration Item # 3 Attachment number 4 Page 12 of 12 JEDC JACK:>Oi\VH.I.F. ECON( ll\11C DEVF.T .OPMEKT C{}MMISSION .J l\ly .~ 1. 2(}07 C(JIll!llllnit~ R...:dcvl'hlpt1l~lll Agency City o["Cicaf\\'itkL Florida 'lu Whom 111\.lay Cuncern: As the Lxcelltivc Direclor 0(" Ih~ Jacksonville Economic f"kvdopmenl ("onuniss[on. (JLDC), [ woulJ like to personally endorse the gopd \vork and e,<p~rictlcc of ~v1iles LkvdoprllCIll Partners as seasoned prot'r;;ssionals who Construcl. q1.l81ity housing with modern amcniticoi that appeal 1(1 both t,uyers flnd renters, [have \vorktd with tllem in the past in St, Petershurg and ClllTentJy in Jacksonville ane! [ hold Lhem in lhe highest reg.ard, They are truly pioneers in the housing development field as evidenced in their impressive portfoLio highlighting. development projects throughout the United. Slales. Partneritlg \vith I.hem, we have unveikd a mixed-use redevelopment project consisLillg of 12.5 acres in an urban blighted und neglected ncighhorhood of Downtown Jack:~nnville. The pi'oj.e~~t has g<lm~r~d a great de;ll of support due to Lhe l\;files Development Partners keen sense of cOrnnlllnil~, relating to tbe wams and needs of' the neighborhood as \\'ell as I.heir ability to be ikxible in any given situation, a I.rait rarely found in developmenl companies, CaLalysb in an area untonchcc] for tkcadt's. their presencc wi!! attract aJdil.innaJ imcrc515 and inve~llllent inti) the area no\\ pni:~(:d I'm redevelopmem, l\gain. f \vould highly l'eCOlnmClld your sincere {,:onsider8tion of the LJuafi ikltions and pfOVC'11 track record offvlilcs Lkveloprn":nl Panners f'or your upcominF; project. Please do not hcsimtc to CllllLw..:1 me with any quc,~tions. Sinccrch, -((Z<). d~ Romld D, Garton Fxecutive Director (-.::'-.-~jj C0~n:"n.er;:-t? 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