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11-18-2019 HRA and CC Work Session AgendaH R A/C ITY C O U N C IL/P L AN N IN G C O MMIS S IO N W O R K S E S S IO N W O R K S E S S IO N B AR TH O LO MEW R O O M N O V E MB E R 18, 2019 5:45 P M C all to order 1.C onsideration of two potential development proposals for 6501 P enn Avenue S outh. A djournment Auxiliary aids for individuals with disabilities are available upon request. R equests must be made at least 96 hours in advance to the C ity Clerk at 612-861-9738. AGENDA SECTION:Work Session Items AGENDA ITEM #1. S TAFF ME MO NO. 15 WORK SESSION 11/18/2019 RE P O RT P RE PA RE D B Y: J ulie Urban, Housing Manager D E PA RTM E NT D IRE C TOR RE V IE W: J ohn S tark, E xecutive D irector 11/13/2019 O TH E R D E PA RTM E NT RE V IE W: C ITY M A NA G E R RE V IE W: K atie Rodriguez, C ity Manager 11/14/2019 I T E M F O R WO RK S E S S I O N: Consideration of two potential development proposals for 6501 Penn Avenue South. E X E C UT IV E S UM M ARY: The Housing and Redevelopment Authority (HRA ) owns the property at 6501 P enn Avenue South and is currently seeking a developer to redevelop the property. Two developers presented their c oncepts for redeveloping the site to policy makers on September 16. D evelopers were asked to return to a second study session with additional information about their proposals. Developers were asked to provide greater detail in the following areas: W hat the projec t would be with just the HRA property and what it would be with the adjac ent properties to the east and south? W hat level of housing affordability could be c ommitted to? W hat type of c ommercial could be realistic ally expec ted? W hether or not acc essible units could be inc orporated? If/how green space could be incorporated? How the project meets City goals? A summary of the two projects is provided here. Additional information is provided in attac hments to the staff report. Locus/N H H/B oisclair Proposal: Mixe d-use , up to thre e phases in se parate buildings, dee pe r housing affordability possible. Up to 77 units of rental housing could occur in the three phases (Phase A = 44 units; Phase B = 10 units - renter or owner-occupied townhomes; Phase C = 38 units). Phases B and C would oc cur when/if adjac ent property owners are willing to sell. Up to 18,000 square feet of commercial space c ould be provided in Phases A and C . Developer committed to seeking a c ommunity-based user. I f the appropriate use can't be found, the commercial space would be c onverted to housing units/amenity spac e. The housing would inc lude a range of affordability between 30% and 80% of the Area Median I ncome (A MI ), in 20-100% of the project. The final mix will depend on the results of competitive funding processes. These competitive processes add time to the development proc ess (e.g., 9% tax credits awarded November 2020) and typically require a commitment to meeting needs for a spec ific segment of the population (e.g., veterans, people leaving homeless shelters). The projec t team includes a housing developer experienced in providing housing at deeper levels of affordability. Project components are adaptable depending on which properties are acquired and what housing financing is obtained. Green space c ould be provided if a Phase B occ urs. Broadway Investors Proposal: Mixe d-use , large r project including adjacent prope rties, mix ed- income housing. 150 rental housing units would be provided in a large, L-shaped building with two-levels of parking located along Oliver Avenue. The developer's preference is to develop a larger area, including 6501 Penn Avenue South, 6525 Penn Avenue S outh and three adjacent residential properties on Oliver Avenue. Developer is c onfident residential owners are willing sellers. The commercial owner is more of an unknown, in whic h case the building "leg" along Penn Avenue would be shortened, resulting in a reduction of 45 units. Up to 7,500 square feet of c ommercial spac e would be included. Uses aren't definite yet but might include a food/beverage provider, co-working spac e, or y oga studio. Between 28 and 32 units affordable at 50% of the AMI would be provided, c onsistent with Housing Tax I ncrement Financing (TI F) District requirements (21 units, if 6525 commercial building is not acquired). "Vertical" green space would be provided through roof-top amenities, hanging gardens, and landscaping along property lines. Upon receiving the c ompleted questionnaires and updated site plans from both development teams, a group of six staff members, representing different aspec ts of City and HRA functions met to review and discuss the proposals. The staff members preferred the site plan and building lay out provided by the Loc us/NHH/B oisc lair team and feel that it provides a better neighborhood fit on both Penn Avenue and Oliver Avenue. I t was also agreed that this team has more experience in funding, constructing and managing affordable housing and superior building and site design. The Broadway I nvestors team, however, has demonstrated the ability to assemble sites and a willingness to modify their proposal to meet policy -maker and resident concerns. S taff has some c oncerns about P enn Avenue vehic le access for both proposals that would need to be explored regardless of whic h team is chosen. I n the end, all six staff members involved in this review c ommittee had an overall preference for the Locus/NHH/Boisc lair proposal, but the group also agreed that the Broadway I nvestors proposal has merit, and if chosen, would be comfortable moving forward with that team. D IRE C T I O N NE E D E D : Staff and the development teams are asking for policymaker feedback on the direction they would like development of the property to take to best meet the City's housing and land use goals. Choices to consider: 1. Do you pr efer a smaller or larger project? 2. Is it mor e important to create a greater number of housing units or to offer deeper affordability? 3. How important is the commercial space and what type of commercial should it be? 4. W hich pr oject best fits with the neighbor hood character and uniqueness of Penn? 5. W hich pr oject provides the best transition to the neighborhood to the west? 6. W hat element should receive the highest priority in choosing a developer? Staff will select a development team to wor k with based on the direction provided. B AC K G RO UND INF O RM AT IO N: A.H IS TOR IC AL C ON TEXT The property at 6501 Penn Avenue South has been a Bumper to Bumper auto parts store for many y ears. The second building on the property has been occupied by a variety of auto-related uses over the years, but mostly vacant in rec ent y ears. The property had been for sale off and on in the past couple of years. I n 2018, the owner reached out to staff about purchasing the property, and the HRA purchased it in January 2019. The HRA property is approximately half an ac re in size, a c orner property, and is adjacent to retail commerc ial to the south (6525 P enn Avenue South) and two single-family residences and a duplex to the east. The size of the property, inc luding 6525 Penn Avenue South and the three adjacent residential properties is 1.44 ac res. The entire area is zoned and guided for Mixed Use Community with the Penn Avenue Overlay. Commerc ial and multi-family are both permitted uses. The maximum allowed height is eight stories. B.P OL IC IE S (resolutions, ordinances, regulations, statutes, etc): The property is zoned and guided for Mixed Use with the Penn Avenue Overlay. The goal of the Penn Avenue Corridor District is to provide for a balanced mix of c ommercial, office and residential uses that together create a c ohesive and pedestrian-friendly area. The C ity's C omprehensive Plan and Housing Visioning statement enc ourage the development of a full range of housing c hoices. The C ity's I nclusionary Housing P olicy requires the inclusion of at 20% of units affordable at 60% of the Area Median I ncome for all projec ts receiving city financial assistanc e. C.C R IT IC AL T IMIN G ISSU E S: Direction from policymakers is needed before a development team can move forward. For redevelopment to begin in 2020, a developer should be selected this Fall. T he sooner new development proceeds, the sooner the substandard buildings can be removed from the site. Next Steps: I f a development team is selected, staff will begin negotiating a pre-development agreement and the development team may begin conversations with the neighborhood. Once a pre-development agreement is signed and a deposit submitted, work with HRA consultants on a development agreement and financ ial feasibility c an begin. A dditional funding sources could be sought once a development agreement and commitment to sell the property is approved. The entitlement proc ess would likely oc cur onc e a development agreement is approved. D.F IN AN C IAL IMPAC T: The HRA purc hased the property in J anuary 2019 for $480,700. Once a single development team is selected, a pre-development agreement c an be negotiated, and a deposit will be required to cover HRA staff and consultant c osts. Until that time, the HRA absorbs staff c osts and any work by legal and financ ial c onsultants is limited. E.L E GAL C ON S ID E R AT ION : None at this time. ALT E R N AT IV E (S ): Polic ymakers may determine that neither development proposal is appropriate for the site and direct staff to seek other development proposals. P R IN C IPAL PAR TIE S EXP E C T E D AT ME E T IN G: Representatives from Broadway I nvestors and Representatives from NHH Properties, Boisclair Corporation and Locus Arc hitects AT TAC H ME N TS : D escripti on Type C omp P lan/S i te C ontext Map B ackup Materi al S ite P hotos B ackup Materi al B roadway Investors B ios B ackup Materi al P roject Informati on B roadway Investors B ackup Materi al B roadway S ite P lan B ackup Materi al P roject Informati on L ocus N H H B oisclair B ackup Materi al L NB S i te P lan and Images B ackup Materi al 6528 6540 64456444 6500 6436 6501 2112 6444 6436 6529 6445 6427 6420 6525 6545 2208 6532 6520 6526 6444 6433 6533 6511 6539 6525 6521 6515 6505 6501 6445 6439 6435 6429 6425 6539 6512 2401 2400 6508 6529 6506 6504 6416 6538 2200 66002321 6601 6544 6600 6421 6601 6417 6500 6424 6428 6434 6438 6444 6500 6514 6520 6524 6528 2401 6420 6600 2401 2408 ± 6501 Penn Ave - Site Context & Comp Plan 0 100 200 300 400 50050FeetPENN AVE66TH STREET OLIVER AVEI:\GIS\Community Development\Staff\Planning Tech\Projects\6501 Penn site context.mxd Future Land Use Mixed Use Community Commercial Neighborhood Commercial High Density Residential Medium Density Residential Low Density Residential 65TH ST Potential extent of development HRA-owned property CVS Dunkin' Aida RichfieldLiquor NOVOapartments 6501 Penn Avenue View from Penn Avenue – looking East View looking Southwest Broadway Investors Erik Winegarden has over 18 years of rental property experience, beginning in 2001 while he was playing for the Philadelphia Phillies, buying property in the off seasons. He owned and managed rental properties in Minneapolis/St. Paul between 2001 and 2006. Once done playing baseball, He purchased a home in Richfield which he still owns today and obtained his Real Estate license in 2006. Erik has specialized in residential and apartment sales, having sold 1,200 residential homes across the MSP metro, totaling over $300,000,000 in total sales volume. Family is important to Erik, he spends time outside of real estate coaching his three boys in baseball and football! He also has a passion for helping others through the struggles of addiction. He currently serves on the board of Life Rebuilders, a nonprofit based in the Twin Cities that houses and helps transition those with addictions back into life so they can give back to those who are working through the same issues. David Lundy has over 22 years of real estate and banking experience, with an emphasis on property acquisition & development, commercial lending and real estate portfolio management. His current endeavors include developing a large apartment project, managing several construction companies and operating a 30,000 sq. ft. coworking facility. Personally, David enjoys time spent with his wife and five daughters exploring the outdoors and all things soccer. He currently serves on the board of Hubbell Realty Company, Des Moines premier full service real estate development company. 6501 Penn Avenue Development Questionnaire Development Team Broadway Investors, LLC Erik Winegarden - Developer David Lundy – Developer Team Members - List members and roles, examples of other projects Erik Winegarden – Developer • NOVO Apartments at 66th & Queen – Developer • 18 years of rental property experience • Developer/Broker with specialty in residential & apartment sales with over 1,200 sold homes David Lundy – Developer • NOVO Apartments at 66th & Queen - Developer • Evolve Workplace, a coworking facility in West Saint Paul – Founder • Hubbell Realty, Des Moines, IA – Director & Shareholder • Various homebuilding & land development in IA & MN • 15 years experience in commercial banking Sambatek – Todd Olin Civil Engineer Dan O’Brian – DSO Architecture • Both Todd & Dan were involved in the NOVO Apartment project. Housing Affordability - # of units by affordability level, plan for achieving The project is expected to provide approximately 28-32 affordable units within the guidelines for a “20% @ 50%” TIF plan. Experience Constructing/Managing Affordable Housing – names of projects The Team Members are all involved with the NOVO Apartments project located at 66th & Queen in Richfield. If the development team is chosen to move forward on the 6501 Penn Project, qualified general contractors and property managers will be interviewed to determine the right fit for the project. The development team has worked with several well-known organizations within the Twin Cities and are confident that several of these groups will be willing and interested in the project. Accessibility - # of units, level of accessibility The project is expected to provide a minimum 3-4 zero-barrier accessible units. Unit Mix/Type The approximately 150 unit development will consist of a mix/type that includes studio, 1, 1+den & 2 bedroom units. Further details on size, amenities and mix will be driven by project specific market study. Target Market Based on previous market studies of the area, it is anticipated that the primary target market will consist of individuals in the 25-35 and 45-64 age range. This is not an exclusive target market, but one specifically noted in recent market studies. Property Management Property Management will be handled by a qualified third-party. Management teams that have been interviewed for similar buildings include: The Excelsior Group Steven Scott Management Commercial Space – size, plan/intent for space, affordability, plan for achieving The project plan currently calls for approximately 7,500 square feet of retail space to be located on the first floor in the Northwest portion of the development facing Penn Ave. While the development team has ideas for what type of businesses would best serve the immediate neighborhood and Richfield as a whole, it is still very early in the development process to be locking down specific users. That said, possible commercial tenants include a food/beverage provider, a coworking space, yoga studio or other “more local” tenants with a preference to those tenants providing a unique experience in line with Richfield’s “Urban Hometown” plan. Plan for Adjacent Property The development team plans to acquire or establish Phase II construction plans to incorporate the adjacent parcels. This includes the adjacent single-family residences located East of 6501 Penn as well as the commercial property located directly South of 6501 Penn. Regarding the single-family residences, Broadway Investors currently has one signed purchase agreement and is in negotiations on the remaining two. While we remain confident in our ability to secure the commercial property to the south, we have preliminary project numbers that support the viability of a development project exclusive of the southern commercial property. Without the additional commercial parcel, unit count shall be reduced by approximately 45 units to 105 total units. Site Plan See attached site plan. Additional plans for 6501 Penn specifically, as well as 6501 Penn and the adjacent single-family residences forthcoming. Design Goals Design goals for the development are consistent with the City/Corridor goals for an “Urban Hometown” feel while taking into consideration the surrounding neighborhood. Specifically, the building mass will be focused on the Penn Ave side of the property, with underground and off-street parking, a focus on green space and thoughtful transitions between the development and adjacent properties further discussed below. Height The proposed development will be four to five stories on the West and North sides of the property. Neighborhood “Fit” The development is designed to best provide for a neighborhood that is commercial to the West and residential to the East. Efforts to provide appropriate transition between these two uses include: • A strong urban look along the Penn Ave/Western property line. • Landscaping to provide a break between the street and the building profile. • Step-down elevations on the Eastern property line to soften the impact of the commercial use and the residential neighborhoods to the East. • Parking and ingress/egress situated of 65th to minimize the effect of additional traffic created by the development. • Parking/Parking Ratio The development is seeking to provide a parking/unit ratio of 1.25:1, with a minimum of a 1.15:1 parking ratio. Green Space The development seeks to incorporate green space into a very tight building footprint. Examples include: • Inclusion of a rooftop deck/garden • Hanging gardens where applicable to • Landscaping along the property lines to reduce environmental heat gain, provide shade to pedestrians and soften the transition from street to building elevations. City/Corridor Goals – How does the proposed project meet City goals for the community and the goals for the Penn Corridor? The proposed project is in line with the City comprehensive plan for the community as well as the proposed Penn Corridor Master Plan. In developing an overall plan for the site, as well as designing the building and its amenities, many key themes from both the City’s comp plan and the Penn Master plan were incorporated. Specifically, the development plan took note of the City’s desire to: Promote the development of a balanced housing stock that is affordable to a range of income levels. – The project shall incorporate an affordable component as discussed above. In addition to financial considerations, a 20% @ 50% TIF plan was chosen to be in line with the City’s stated goal of giving priority to proposals for housing that contain a mix of market-rate and affordable units, with a higher proportion of market-rate units. Encourage the creation of “move-up” housing – The development shall provide for new housing stock that will help satisfy the need for higher quality apartment units as well as provide for the need for unit sizes for growing families Offer a mix of residential and complementary commercial uses that embody and preserve the feel of the “Urban Hometown” in their design. – The development shall provide for the inclusion of residential and retail space that supports this goal. Specifically, the development seeks to incorporate a food/beverage tenant as well as perhaps a coworking space or alternative retail space user depending on market demand. Create mixed use areas along major transportation corridors in response to the future of housing demands. – The development specifically meets this desire by providing a mixed-use first floor with additional housing units above. Housing choices that welcome diversity of age, race and physical ability with quality amenities and a safe living environment. – The development seeks to meet these choices by providing affordable and accessible units at a level driven by the financing and market demand characteristics of the project. Amenities will include heated underground parking, roof top deck/garden and on-site retail. Tenant and community safety will be a priority and addressed in part by a well thought out lighting plan, building access plan and appropriately places security cameras. Establish site design and architectural characteristics that provide appropriate transitions between lower and higher intensity uses. - Building characteristics that include townhome style housing (1st level units on SW portion of the development), shared community spaces (potential co-working retail tenant) and energy efficient building systems (solar panels, LED lights, reflective roof membrane, high efficiency HVAC systems, etc) With respect to the Penn Corridor Master Plan, the proposed development addresses the following items: Design Guidelines • Street Type: The development shall provide an aesthetically pleasing transition from the street to the frontage and building design. Specifically, site furnishings, boulevard plantings, lighting and access to residential walk up units are examples of items that are part of the design. • Frontage Type: The building placement and mass have been shifted to the North and West of the subject property to provide for a strong urban feel along Penn while easing the transition from the Eastern portion of the development and the adjacent residential neighborhood. • Building & yard wall, i.e. the transition from public to private property: The plans incorporate an Inviting entrance to the commercial space on the corner of Penn & 66th. To the south, walk up residential units off Penn will provide an attractive visual change from sidewalk to building. Additionally, a step-up design for the East side of property has been chosen to soften the flow between the site and residential neighbors and to minimize light pollution. • Sustainability: The development is planned with sustainability in mind. For instance, the incorporation of green space (rooftop deck/garden, hanging gardens, boulevard plantings, etc.) is done both for the residents, employees and customers interacting with the space, but also to reduce environmental heat gain. Consideration for various methods of energy conservation (solar panels, LED lights, reflective roof membrane, high efficiency HVAC systems, etc) and storm water management will be ongoing. Estimated Market Value The proposed development’s estimated market value upon completion is between $28 and $32 million. Financing The development team has various sources of public and private funding sources that it plans to incorporate into the overall financing of the project. Grant funds shall be sought, including the Livable Communities Demonstration Act, Transit Oriented Development funds (state and county), Minnesota Housing’s Impact Fund, and HOME and Affordable Housing Incentive Funds through Hennepin County. Preliminary discussions have begun with several of those sources. Need for Public Financial Assistance The development team anticipated that TIF funding will be necessary to provide for a financial feasible project. Estimated Timeline The development team anticipates a 22-30 month entitlement, permitting and construction timeline. Please note this timeline is dependent many variables, including the timing to establish control of the various parcels, the City’s cooperation and the ability to secure TIF financing. DN DOWNPARKING LEVEL P-3 (LOWEST LEVEL) ESTIMATED GARAGE STALLS 75 GARAGE PARKING DNDN DOWN6501 Penn Avenue South Richfield, MN CONCEPT SITE PLAN w/ South Parcel10-17-2019 21960 0 NORTH SCALE IN FEET 40 80 CONCEPT SITE PLAN OVER AERIAL PHOTOCONCEPT SITE PLAN FLOOR PLATE BREAKDOWN DN DOWNPARKING LEVEL P-2 ESTIMATED GARAGE STALLS 69 GARAGE PARKING SURFACE PARKING RIGHT OUT SURFACE PARKING 45 DN DOWN6501 Penn Avenue South Richfield, MN CONCEPT SITE PLAN w/ South Parcel10-17-2019 21960 0 NORTH SCALE IN FEET 40 80 CONCEPT SITE PLAN OVER AERIAL PHOTOCONCEPT SITE PLAN FLOOR PLATE BREAKDOWN DN DOWNRETAIL/PARKING LEVEL 1 ESTIMATED GARAGE STALLS 16 DECK STALLS 66 RETAIL/CO-WORKING ALONG PENN AVENUE ON ELEVATED WALK WAY 17,000 SF GARAGE PARKING4,000 TAPHOUSE UPPER DECK PARKING 16 9 13 18 10 3,500 CO-WORK 9,500 WALK-UP UNITS 6501 Penn Avenue South Richfield, MN CONCEPT SITE PLAN w/ South Parcel10-17-2019 21960 0 NORTH SCALE IN FEET 40 80 CONCEPT SITE PLAN OVER AERIAL PHOTOCONCEPT SITE PLAN FLOOR PLATE BREAKDOWN DN DOWNHOUSING - LEVELS 2,3,4,5 25,000 GSF X80% USABLE = 20,000 NSF / 750 SF = 26UNITS/FLR X 4 FLOORS = 104 EST. /500 SF = 40 UNITS/FLR X 4 FLOORS = 160 EST. MULTI-FAMILY HOUSING TOTAL PARKING = 271 6501 Penn Avenue South Richfield, MN CONCEPT SITE PLAN w/ South Parcel10-17-2019 21960 0 NORTH SCALE IN FEET 40 80 CONCEPT SITE PLAN OVER AERIAL PHOTOCONCEPT SITE PLAN FLOOR PLATE BREAKDOWN 6501 Penn Avenue Development Questionnaire Development Team Locus Architecture, NHH Properties & Boisclair Corporation See attached bios Team Members - List members and roles, examples of other projects Adam Jonas – Project Architect Paul Neseth– Project Architect Wynne Yelland – Project Architect Adam Seraphine – Development/Project Management Michael Barnett – Acquisitions/Development Lori Boisclair – Development/Affordable Housing/Property Management See attached bios Housing Affordability - # of units by affordability level, plan for achieving Affordability for Phase A would likely include 9% or 4% tax credits. Income averaging would be proposed and include income and rent levels of 30%, 40%, 50%, 60%, 70% and 80% AMI. Set-aside of units would be subject to competitiveness of funding and range from 20%-100% of units. Applicant would apply for S811 Units-Supportive Housing Project Based Rental Assistance – MN Housing & Dept of Human Services. No more than 25% of units can receive S811 subsidy. Eligible tenants include households comprised of one or more persons with a disability who are at least 18 years old but less than 62 years old and are extremely low income (30% AMI). Applicant may propose 4-5 units set-aside for persons experiencing long-term homelessness. Experience Constructing/Managing Affordable Housing – names of projects Amorce I - 170 units – 110 Senior / 60 Family Amorce II – 86 Family units Bloomington Associates – 212 Senior & 94 Family units Cedar Point II – 72 units of “for sale” affordable units (under development) Century Hill Townhomes – 55 Family units Hampden Square Apts & TH – 86 Family units Highlands Apts & TH – 97 Family units Park Place Townhomes – 36 Family units Reprise Associates – 110 senior & 60 multifamily units Robbins Landing Apartments – 110 senior units Locus Non-Profit Collaborators: • Seward Redesign https://redesigninc.org/ • Cheeriup http://cheeriup.com/ • Beez Kneez https://www.thebeezkneezdelivery.com/ • 826 MSP writing program https://www.826msp.org/ • Soomaal House of Art https://www.soomaalhouse.com/ • Solcana Fitness - gender inclusive gym https://solcanafitness.com/ • Du Nord Craft Spirits http://www.dunordcraftspirits.com/ • FOCI - Minnesota Center for Glass Arts https://www.mnglassart.org/ • Glass studio • CAPI (Center for Asian and Pacific Islanders) https://www.capiusa.org/ • Services and food shelf focused on refugees • East Side Enterprise Center https://www.daytonsbluff.org/ • Circus Juventas https://circusjuventas.org/ circus school • Real Architecture Workshop http://rawdesignbuild.com/ • students collaborating with communities to design and build meaningful spaces in under a week • (Universidad Autónoma Benito Juárez de Oaxaca, Comunales de San Pablo Etla, Ucare Project, Tolvsrod, Norway, Neema Village, Arusha, Tanzania) • Northwest Passage http://nwpltd.org/ - youth mental health treatment center • Walker Art Center https://walkerart.org/ • University of Minnesota https://twin-cities.umn.edu/ State Fair Installation • White Bear Unitarian Universalist Church https://www.wbuuc.org/ • Unitarian Universalist Church of Minnetonka https://uucmtka.org/ • Vinje Lutheran Church https://www.vinjechurch.com/ • First Lutheran Church of Cedar Rapids https://www.firstlutherancr.org/ • Ner-Tamid Synagogue, San Francisco https://www.nertamidsf.org/ • Congregation B’Nai Israel, Sacramento https://www.cbisacramento.org/ Accessibility - # of units, level of accessibility While the International Building Code dictates accessible units, our team will be providing hearing and vision impaired requirements in our handicapped units. If successful with S811 funding 25% of the total units may be 100% accessible for these tenants. Unit Mix/Type See attached unit mix matrix Target Market The applicant will have an Affirmative Fair Housing Marketing Plan. The Housing Market area includes the following Target Markets; White, American Indian or Alaskan native, Asian, Black or African American, Hispanic or Latino, Persons with disabilities, Families with Children. Property Management Boisclair Corporation – See attached resume Commercial Space – size, plan/intent for space, affordability, plan for achieving From affordable housing to local business promotion, our team brings great depth of experience in working with local communities to catalyze neighborhoods. In addition to the non-profits already mentioned, other collaborators include the following - all of which have been catalysts for sustainability, education, diversity, equity, health, and well-being: • Birchwood Cafe https://www.birchwoodcafe.com/ • Food Building https://www.foodbuilding.com/ • Kieran’s Kitchen https://kieranskitchen.com/ • Baker’s Field https://bakersfieldflour.com/ • Alemar Cheese Company http://alemarcheese.com/ • Red Table Meats https://www.redtablemeatco.com/ • Minneapolis Park & Recreation Board https://www.minneapolisparks.org/ • Sandcastle http://www.sandcastlempls.com/home • Farmtable Foundation https://farmtablefoundation.org/ • Chowgirls https://www.chowgirls.net/ • Minnesota Children’s Museum https://mcm.org/ Commercial space is limited to phases A & C. There is the potential to have up to 18,000 Sf of commercial/common space in the project. The applicant intends to market the space to local community-based collaborators and commercial users. Should the applicant go to market and not receive acceptable levels of interest, the applicant has the ability to increase the amenity space within the building to accommodate services for the resident base. Plan for Adjacent Property See attached site plan. The applicant would like to implement affordable for sale or rental townhomes on Oliver Ave. This allows the developer to increase the green space, add additional housing options to the site, decrease the impact of height and density of Oliver Ave. Site Plan See attached site plan. Design Goals The corner of Penn and 65th can be catalyzed to bring mixed residential and commercial function to the neighborhood. The “L” shaped plan of Phase A enables the ground floor commercial space to activate Penn as well as 65th. The existing bus stop has potential to be incorporated into the building - creating an amenity for both new residents as well as the neighborhood. A phased approach enables 2 subsequent Phases (B to the east and C to the south) to develop as property is acquired over time - it’s notable that moving forward with Phase C is not dependent on the completion of Phase B. These subsequent configurations expand on the notion of a development that is of the place - site specific and inclusive of the neighborhood character and residents - not 'one size fits all’. Activated street fronts, public art, green spaces, community spaces, and appropriate scale will be included throughout all 3 Phases. See "Neighborhood Fit” below. Quality, durable materials will ensure the project is beautiful and built to last for decades to come. Height Appropriate scale and relationships to one another as well as the neighborhood will be thoughtfully considered with City and community feedback. •Phase A will be built up to 6 stories (approximately 70’ above Penn, with stepped-back upper stories required). •Phase B’s townhomes will be 2-3 stories (20’ to 30’ above 65th and Oliver). •Phase C will be built up to 6 stories. (similar to Phase A - approximately 70’ above Penn, with stepped-back upper stories as required) Neighborhood “Fit” The scale of the 3 phases ‘steps down’ from Penn to Oliver with 2-3 story townhomes on 65th and Oliver Avenue as identified in Phase B. This design enables more density on the Penn corridor while appropriately scaling to the existing single-family residences on Oliver. The commercial uses will grow from the interests of the neighborhood - not be imposed upon them. We will work with our networks of non-profits as well as the City of Richfield and its community members to find a great fit. Parking/Parking Ratio Phase A: 58 parking spaces / 1.32 spaces per unit (44 units) Phase B: 22 parking spaces / 2.2 spaces per unit (10 units) Phase C: 38 parking spaces / 1.65 spaces per unit (23 units) Phases A-C: 118 parking spaces / 1.53 spaces per unit (77 units) Green Space Over 6,000 sf of green space is proposed to accommodate pedestrian friendly functions throughout all 3 phases including, but not limited to, plaza, play spaces, public art, native plantings, and pervious hardscaping throughout all phases. City/Corridor Goals – How does the proposed project meet City goals for the community and the goals for the Penn Corridor? Richfield City Goals The 3-phase development will provide increased density and improvements to area. Our team has extensive experience working with non-profits, for-profits, local businesses, and community members to improve infrastructure, promote local economic development, and ensure equitable projects. We are equipped to provide a large range of affordable housing options and activate strong community outreach. We will work with the city staff to best achieve these goals throughout all phases of the project. Infrastructure: We will work closely with governing jurisdictions to best meet the goals of the city of Richfield and the development of the Penn Avenue Corridor. Phase A has the potential to integrate the existing Penn Avenue bus stop into the building and will provide an improved sense of place and street presence. Economic Development: We are committed to supporting the interests of local businesses, and will endeavor to pursue a commercial tenant that adheres to the spirit of enriching community value. This could include: a business incubator space, creative makerspace, services for affordable housing, activities for children, and/or community amenities. Equity: Our team has worked with many community institutions that promote equity, from orphanages in Tanzania to supporting housing for the homeless in the MSP metro area. We are committed to including and supporting historically marginalized groups. Housing Options: We are exploring options beyond the minimum requirements for affordable housing and can go deeper into the types of affordable housing to accommodate underserved populations. Examples include housing for disabled veterans, the homeless, and low-income families. Community Outreach: If our team is selected for this project, we intend to engage the extent of the community (namely those who are often unable to be involved) through well-planned outreach events and open lines of communication from the beginning of the process. Estimated Market Value PHASE A (5 Stories) $ 9,990,000.00 PHASE B (Townhomes) $ 3,500,000.00 PHASE C (5 Stories) $ 5,467,500.00 TOTAL $ 18,957,500.00 Financing Financing will include applying for either a 4% or 9% allocation of tax credits; Minnesota Management Budget for Housing Revenue Bonds with the right of 4% or MN Housing for 9% tax credits. First mortgage Lender will be either a HUD 221d4 or a FNMA MTeb. Providing affordable housing will require gap funding which the applicant will apply for the following resources: S811 funds, HOME, PARIF (MN Housing Funding) AHIF, CDBG, (Hennepin County) TOD, DEED (Met Council). Need for Public Financial Assistance The applicant will be looking for city and HRA support for Met Council applications for LCDA and TOD grants, TIF financing and the other various sources listed above. Estimated Timeline See attached project calendar. SHEET TITLE CONSULTANTS DESCRIPTIONMARKDATE PHASE A COPYRIGHT 11/07/19 NOT FOR CONSTRUCTION 2019 Locus Architecture, Ltd./Volumes/Server/LocusFiles/Development/Richfield Maker Space/ArchiCad/Richfield Multi Unit Ramp at Penn.plnLOCUS ARCHITECTURE, LTD. 4453 NICOLLET AVE MINNEAPOLIS, MN 55419 612.706.5600 WWW.LOCUSARCHITECTURE.COM 6501 PENN PRELIMINARY CONCEPT W 65TH STREET PENN AVENUE SINDOOR PARKING 35 SPACES OUTDOOR PARKING 23 SPACES PARKING: 58 SPOTS TOTAL LOWER LEVEL (PARKING): 12,000 SF PENN LEVEL (OFFICE/RETAIL/ MAKERSPACE): 12,000 SF FLOORS 2-5 (RESIDENTIAL): 12,000 SF PER FLOOR 48,000 SF TOTAL (4 FLOORS) 40-44 UNITS TOTAL (10-11 PER FLOOR) HEIGHT: ~60' FLOOR 6 OPTION: 50-55 UNITS TOTAL (10-11 PER FLOOR) HEIGHT: ~70' 72,000 GSF TOTAL OLIVER AVENUE SINTEGRATED BUS STOP ACTIVATED STREET FRONTS / PUBLIC ART PHASE A LOT LINE (E) CURB CUT N 0 8'16'32'SCALE: 1/16" = 1'-0"1 PHASE A SHEET TITLE CONSULTANTS DESCRIPTIONMARKDATE PHASE B COPYRIGHT 11/07/19 NOT FOR CONSTRUCTION 2019 Locus Architecture, Ltd./Volumes/Server/LocusFiles/Development/Richfield Maker Space/ArchiCad/Richfield Multi Unit Ramp at Penn.plnLOCUS ARCHITECTURE, LTD. 4453 NICOLLET AVE MINNEAPOLIS, MN 55419 612.706.5600 WWW.LOCUSARCHITECTURE.COM 6501 PENN PRELIMINARY CONCEPT W 65TH STREET PENN AVENUE SINDOOR PARKING 35 SPACES OUTDOOR PARKING 23 SPACES PARKING: 22 SPOTS TOTAL INDOOR PARKING: 4000 SF TOWNHOME UNITS (10 TOTAL): 8 UNITS AT 1,500 SF PER UNIT 2 UNITS AT 1,250 SF PER UNIT HEIGHT: ~24' PARKING: 58 SPOTS TOTAL LOWER LEVEL (PARKING): 12,000 SF PENN LEVEL (OFFICE/RETAIL/ MAKERSPACE): 12,000 SF FLOORS 2-5 (RESIDENTIAL): 12,000 SF PER FLOOR 48,000 SF TOTAL (4 FLOORS) 40-44 UNITS TOTAL (10-11 PER FLOOR) HEIGHT: ~60' FLOOR 6 OPTION: 50-55 UNITS TOTAL (10-11 PER FLOOR) HEIGHT: ~70' 72,000 GSF TOTAL OUTDOOR PARKING 6 SPACES INDOOR PARKING 16 SPACES DRIVEWAY OPTIONS OLIVER AVENUE SINTEGRATED BUS STOP ACTIVATED STREET FRONTS / PUBLIC ART PLAZA / GREEN SPACE PHASE A 19,000 GSF TOTAL PHASE B 6,000 SF LOT LINE (E) CURB CUT (N) CURB CUT OR OPTIONS TO THE SOUTH N 0 8'16'32'SCALE: 1/16" = 1'-0"1 PHASE B SHEET TITLE CONSULTANTS DESCRIPTIONMARKDATE PHASE C COPYRIGHT 11/07/19 NOT FOR CONSTRUCTION 2019 Locus Architecture, Ltd./Volumes/Server/LocusFiles/Development/Richfield Maker Space/ArchiCad/Richfield Multi Unit Ramp at Penn.plnLOCUS ARCHITECTURE, LTD. 4453 NICOLLET AVE MINNEAPOLIS, MN 55419 612.706.5600 WWW.LOCUSARCHITECTURE.COM 6501 PENN PRELIMINARY CONCEPT 37,200 GSF TOTAL PARKING: 38 SPOTS TOTAL LOWER LEVEL (PARKING): 6,600 SF PENN LEVEL (OFFICE/RETAIL/ MAKERSPACE): 6,600 SF FLOORS 2-5 (RESIDENTIAL): 6,000 SF PER FLOOR 24,000 SF TOTAL (4 FLOORS) 20-23 UNITS TOTAL (4-5 PER FLOOR) HEIGHT: ~60' PHASE C INDOOR PARKING 17 SPACES OUTDOOR PARKING 21 SPACES W 65TH STREET PENN AVENUE SINDOOR PARKING 35 SPACES OUTDOOR PARKING 23 SPACES PARKING: 22 SPOTS TOTAL INDOOR PARKING: 4000 SF TOWNHOME UNITS (10 TOTAL): 8 UNITS AT 1,500 SF PER UNIT 2 UNITS AT 1,250 SF PER UNIT HEIGHT: ~24' PARKING: 58 SPOTS TOTAL LOWER LEVEL (PARKING): 12,000 SF PENN LEVEL (OFFICE/RETAIL/ MAKERSPACE): 12,000 SF FLOORS 2-5 (RESIDENTIAL): 12,000 SF PER FLOOR 48,000 SF TOTAL (4 FLOORS) 40-44 UNITS TOTAL (10-11 PER FLOOR) HEIGHT: ~60' FLOOR 6 OPTION: 50-55 UNITS TOTAL (10-11 PER FLOOR) HEIGHT: ~70' 72,000 GSF TOTAL OUTDOOR PARKING 6 SPACES INDOOR PARKING 16 SPACES DRIVEWAY OPTIONS OLIVER AVENUE SINTEGRATED BUS STOP ACTIVATED STREET FRONTS / PUBLIC ART PLAZA / GREEN SPACE PHASE A 19,000 GSF TOTAL PHASE B 6,000 SF LOT LINE (E) CURB CUT (N) CURB CUT OR OPTIONS TO THE SOUTH N 0 8'16'32'SCALE: 1/16" = 1'-0"1 PHASE C Wynne grew up inspired by architecture in a mid-century house designed by Carter Sparks, an architect friend of his parents. When Carter was over at the house, he’d lie down on the floor with Wynne, stacking blocks and tracks to zoom Matchbox cars recklessly up and down the paths. Wynne later spent college summers as a carpenter and post-Harvard years working as an architect project manager for an architecture/design/fabrication shop welding, rebuilding bicycles, forging steel, and erecting commercial projects. From gutting and rebuilding a house for his family to teaching himself and his children how to snowboard after turning 40, Wynne feels learning is fundamental to creating. He enjoys leading Locus’ religious, commercial, and industrial projects. WYNNE YELLAND AIA, LEED-AP LOCUS PARTNER B.Arch., U.C. Berkeley M.Arch., Harvard University ADAM JONAS AIA, LEED-AP ARCHITECT B.Arch & M.Arch Iowa State University Adam grew up on a farm, where solutions to daily problems were solved with resourceful ingenuity using whatever tools and materials were available. With an appreciation for other perspectives, he absorbed much of his architecture schooling overseas in Helsinki, Glasgow, and Rome. Assisting Paul with the Real Architecture Workshop continues to be a natural fit for his love of learning, helping others, and traveling the world (as well as swinging a hammer). While studious and hard-working, Adam also believes in the importance of slowing down - connecting to mind, body and spirit. He nourishes this practice by teaching yoga at the YWCA and seeks to bring such attention to every project at Locus - be it through project visioning, construction detailing, community engagement, or project management. If you met Paul hiking in the mountains, you’d likely be lost. He’s a well-off-the-beaten-path kind of person with a quest to stand in life where others haven’t. His path into architecture is no less unique. Although Paul intended to be an architect since the age of ten, he spent many years working and studying in areas peripheral to the profession. From pouring concrete for grain-bins on Minnesota farms, to teaching woodworking to native Bajans in Barbados, to cutting mortise and tenon joints in China, Paul has merged his talents in design and construction with his desire for travel, learning, and diversity. After forming Locus with Wynne, Paul created the Real Architecture Workshop (RAW) to weave together his passions for design and making with his belief that good design should be available to all people. PAUL NESETH AIA LOCUS PARTNER B.A. Fine Arts, St. Olaf College M.Arch., Harvard University KYRSHAN HYNNIEWTA ASSOCIATE B.Arch., Goa College of Architecture M.Arch., University of Minnesota - Twin Cities YONG YE ASSOCIATE B.Arch., University of Minnesota - Twin Cities M.Arch., University of Illinois at Urbana-Champaign HAILEY HAFERMAN ASSOCIATE B.Arch., University of Minnesota - Twin Cities MAGGIE KRANTZ ASSOCIATE B.Arch., University of Minnesota - Twin Cities TRISTEN CARLSON VIDEOGRAPHER Bachelor of Fine Arts 2020, MCAD Locus has collaborated with a wide range of non-profits and community institutions, such as... Birchwood Cafe Solcana Fitness Foci Glass Art Cheeriup Thickets Locus Design Workshop at Minnesota Children’s Museum 826 MSP reading programs Beez Kneez RESIDENTIAL over 200,000 sf, over 300 homeowners RELIGIOUS over 50,000 sf, over 2,500 congregants COMMERCIAL over 100,000 sf, over 50 local businesses NHH PROPERTIES 7455 France Ave S :: Suite 351 :: Edina, MN :: 55435 ADAM SERAPHINE Principal and Founder of NHH Properties Adam Seraphine is the Principal and Founder of NHH Properties. With more than 15 years of experience in real estate development and finance, Adam has been involved in numerous housing, office, retail and mixed-use projects throughout the Minneapolis area. Under the direction of Adam, NHH handles property development and transactions from concept to delivery. With a formal education in Human Resource Development at the University of Minnesota and experience in residential and commercial finance and fundraising, Adam has successfully grown NHH into a key investor focused real estate company that has a strong footprint on value driven client service offerings in the Twin Cities Metro area. Initially, NHH operated as a full-service real estate company, assisting its clients and investors in every step of the real estate life cycle, from concept to disposition and everything in-between. In 2011, the company strategically shifted focus by expanding back into the wholly-owned commercial real estate business. The company takes a lead role in the acquisition, development, stabilization and delivery of the properties that it owns. Adam and NHH started building the portfolio by focusing in the niche of “adaptive re-use projects” or simply, “bringing new life to old properties.” This niche was very successful for the company and allowed NHH to grow and become very involved in the new construction development arena. NHH Properties maintains a strong view on investing in the development of not only the property but the surrounding community, as well. The company is rarely involved with just a single property in a given community and believes in long-term value in every development and project plan. NHH PROPERTIES 7455 France Ave S :: Suite 351 :: Edina, MN :: 55435 REPRESENTATIVE PROJECT LIST PROPERTY DESCRIPTION LOCATION Amorce II 86 Multi-Family Units New Hope & Robbinsdale, MN Edina Office Building 21,000 SF of Class B Office § Multi-Tenant Office Space Edina, MN Elbow Lake Lodge Rehab and Stabilization of Landmark Resort on Elbow Lake § Full Service Resort § On-site Lodge, Restaurant and Marina Cook, MN Great Plains Center 10,000 SF of Class A Retail § New Construction, Built 2015 § Multiple National Tenants Chanhassen, MN France Ave. Redevelopment 33,000 SF Class C Office Building § Located in the Main Artery of Edina Pending Redevelopment § Mixed-Use Retail and Apartments Edina, MN 311 Kenwood Condos 32 Multifamily Units § Re-stabilization of Property Minneapolis, MN Lake Drive Center 12,000 SF of Class C Retail § Including a Marathon Gas Station Preliminary plans for Redevelopment Chanhassen, MN Phalen Village Phase I – 28,000 SF Grocery & Retail § Ground Breaking - Spring 2019 Phase II – 79,000 SF Senior Living § Pending Redevelopment St. Paul, MN Olson Memorial Building 82,000 SF Charter School § Redevelopment of Former Warehouse § Opened Fall 2017 Minneapolis, MN NHH PROPERTIES 7455 France Ave S :: Suite 351 :: Edina, MN :: 55435 PROPERTY DESCRIPTION LOCATION Reprise 110 Senior Units and 60 Multifamily Units Brooklyn Park, MN RF64 Multifamily Redevelopment. Construction begins Spring 2019 § 218 Multi-Family Units § 72 For-sale Affordable Townhome Richfield, MN Venture Academy 32,000 SF Mixed-Use Commercial Building § Redevelopment of Former Printing Shop § New Home to Venture Academy and Retail Tenants Minneapolis, MN William McGee Building 88,000 SF Historic Office Building § Interior Renovation § Multi-tenant; Executive Suites to Full Floor Spaces Minneapolis, MN MB Realty, Inc. Mike Barnett Managing Partner - MB Realty, Inc. Broker - Casa Bella Ventures, LLC Mike Barnett owns and operates multiple businesses that focus on project based and long-term investment strategies throughout the gamut of real estate. As a former commercial banker for 22 years and an investor, real estate broker and property manager for 18, Mike has a plethora of real-world experience. MB Realty, Inc was started as a ground up management company for Mike and his family's real estate acquisitions. This portfolio has grown into 15MM of real estate holdings that Mike continues to manage today. Casa Bella Ventures, LLC (Exit Realty Edina) was created for the sales operations side of the business and has grown to include a mixture of real estate agents that represent clients for both commercial and residential transactions. This company is also utilized to buy and sell projects and property that Mike owns or is a partner in. Mike has financed over 124MM in small businesses loans, commercial real estate projects and equipment loans throughout the twin cities and these relationships continue to thrive with many of the clients now looking to Mike for real estate representation. PO Box 88 - Lakeville, MN 55044 Relentlessly following the mantra “Serve the community [and its residents], and success will follow.” Boisclair Corporation’s commitment is grounded upon comprehensive research, a creative approach to building developments, and a strict attention to construction quality & detail worthy of enduring for generations. Projects range from development of affordable housing to luxury condominiums & mixed-use developments. The Boisclair Corporation established new standards in design, planning and management resulting in innovative, award-winning "first- of-its- kind" recognition in both the community and the nation. Boisclair Corporation provides sound leadership, unparalleled industry expertise and an unwavering commitment to service. The Boisclair Corporation has extensive development and management experience in Market Rate, Luxury Housing, Affordable Housing-Section 8, Section 42, Section 236, Elderly and Disabled Housing. We understand the regulatory requirements to effectively manage and satisfy all compliance mandates. Our on- site personnel have direct oversight and training by our in-house Corporate Compliance Division. Teamwork is the foundation that enables us to deliver successful asset performance. Through an experienced team of professionals with varied expertise, Boisclair offers clients the vast knowledge required to effectively manage and broker multifamily real estate assets. Our apartment communities are staffed with highly qualified, experienced personnel. On-site staffing includes management, resident relations and retention, maintenance, and marketing. Boisclair Corporation's service-oriented company philosophy is integrated, and practiced in conjunction with Fair Housing Laws and adherence to strictly defined Company policies and procedures. Boisclair Corporation employee dedication and teamwork is evident through the quality service that is provided to all Residents of our communities and each Boisclair Team Member. Lori Boisclair, President Boisclair Corporation Lori’s career in real estate, real estate development and construction started in the early 1980’s with real estate sales for Edina Realty branching into construction services for Healy Construction and then property management services with Frauenshuh, Inc. Lori joined Boisclair Corporation in 1990; first as Vice President of Property Management, and in 2009 assuming the role of President. She collaborates on asset and investment strategies, oversees all asset acquisitions and dispositions as well as all managed and leased assets by Boisclair Corporation. Lori has overseen and is responsible for all aspects of the development process. From site selection, design, entitlements, underwriting and forecasting, management of all partners of the development team; architects, general contractor, attorneys, accountants, multiple local state and federal funding Agencies. Completed projects include affordable, new construction; moderate and substantial rehabilitation. Lori is known for her expertise and experience in Affordable Housing by successfully using Federal, State and Local funding sources such as Low- Income Housing Tax Credits, HOME Funds, HOPE Funds, Project and Tenant Based Section 8, S811, Tax Increment Financing, Community Development Block Grant funds and Supportive Housing services. Her expertise is in design concepts, market and financial modeling and analysis. Lori has extensive experience in assembling and executing a successful development layered with multiple funding sources. Current Board Chair of Simpson Housing Services, which provides homeless housing and advocacy service. Lori has a heart to preserve and provide the community with safe affordable housing options. Associates of Applied Science degree - Business – UW LaCrosse. MN Real Estate Broker Certified Occupancy Specialist (COS) Michelle Bonine, Director of Property Management Michelle Bonine is responsible for the performance and management of the company’s 1400+unit rental portfolio and supervising the property management teams. Her 25+ years of industry expertise and leadership are key in implementing training and education programs, managing employee incentive programs, protecting the well-being of the physical assets and marketing the company's properties. Michelle has been a member of the Minnesota Multi Housing Association since 1995. In 2003, she was awarded MHA's MADACS Award for Outstanding Multi-Site Manager. Michelle holds a CRM (Certified Resident Manager) designation through MMHA. She is a licensed real estate agent in the State of Minnesota. The director reports directly to the President of Management. Chuck Wall, Director of Accounting/Controller Chuck Wall’s extensive property management accounting over the last 20 years includes acquisitions and refinancing, bonds and tax credit financing, and audits. He directs the Boisclair accounting team in both affordable and market rate property accounting. He was a lead member in the Yardi Database Conversion property for all of Boisclair properties. He has a Masters in Information Science from the University of Pittsburgh, Bachelor of Science in Education and an Associate of Applied Science degree in Business. Chuck and his staff accountants are responsible for the financial accounting, reporting and records and their adherence with standard accounting procedures, and responsive to the guidelines provided by any regulatory agencies. The Director of Accounting reports directly to the President of Boisclair. Zach Schneider, Director of Human Resources, Administration and IT Zach Schneider has 5 years’ experience in administrative management and 3 years starting and running his own business. His previous HR experience has been in the mental health housing industry. He has a Master’s Degree in Education in Human Resource Development from the University of Minnesota. The Director reports directly to the President of Boisclair. Jeremy Enge – Frey, Development Associate Jeremy Enge-Frey has over 15 years of professional property management experience and over 10 years of independent business consulting experience. He works directly with the President on new and existing development projects and reports directly to the President. Abbie Hemmelgarn, Corporate Compliance Manager Abbie Hemmelgarn is responsible for ensuring compliance with local and federal affordable housing programs. In addition to her Bachelor’s degree in Housing Studies from the University of Minnesota, she maintains a COS (Certified Occupancy Specialist) designation thru MMHA and has 13 years of affordable housing compliance experience including programs such as LIHTC, Home Funds and Section 8. The Corporate Compliance Manager reports directly to the Director of Property Management. Kari Gray Johnson, Corporate Compliance and Property Manager Kari Gray Johnson has a diverse background in affordable housing. Throughout her career, she has worked in various onsite roles from leasing agent to compliance technician to multi-site property manager. She also has experience working with several different property management organizations across the US as an affordable housing consultant and compliance specialist. She maintains a COS (Certified Occupancy Specialist) designations through NCHM and received her Tax Credit Certification through Janken Housing Solutions. She has gained extensive knowledge with Section8, Section 42, Rural Development and HOME housing programs which she uses to support the Director of Property Management. The Corporate Compliance and Property Manager reports directly to the Director of Property Management. Susan Juaire, Regional Manager Susan Juaire has worked her entire career in property management, and maintains a COM (Certified Occupancy Manager) designation thru MMHA. With over 20 years of management experience in LIHTC, Section 8, and Market Rate properties, Susan is a leader with the knowledge and ability to work alongside the front-line managers and maintenance teams at her properties. The Regional Manager reports directly to the Director of Property Management. Gina Colliers, Regional Manager Gina Colliers has over 5 years of experience in property management including LIGTC, Section 8 and traditional marketing management. Previously she worked with the Salvation Army housing programs and in the mental health and rehabilitation field. She has received many certificates throughout her career – Certified Personal Care Attendant and CPR/First Aid Certification to mention a few. She received her Bachelor’s degree in Criminal Justice. The Regional Manager reports directly to the Director of Property Management. Amy Peterson, Regional Manager Amy Peterson started her property management career in 2013 and has worked as a leasing agent, manager and regional manager. Her portfolio includes Section 42 and market rate communities. She earned her LIHTC designation. The Regional Manager reports directly to the Director of Property Management. Regional Managers are responsible for the day-to-day operation of the properties which includes resident/landlord relations, lease administration and leasing activities. Regional Managers are responsible for the ongoing maintenance and routine repair of buildings and systems. The Regional Manager is responsible for the supervision of caretakers, maintenance technicians, and office staff as well as the management of outside contractors. 3033 EXCELSIOR BOULEVARD, SUITE 215 · MINNEAPOLIS, MN 55416 · www.BoisclairCorporation.com · TEL: 952-922-3881 · FAX: 952-922-3071 Lori Boisclair, President Boisclair Corporation Lori’s career in real estate, real estate development and construction started in the early 1980’s with real estate sales for Edina Realty branching into construction services for Healy Construction and then property management services with Frauenshuh, Inc. Lori joined Boisclair Corporation in 1990; first as Vice President of Property Management, and in 2009 assuming the role of President. She collaborates on asset and investment strategies, oversees all asset acquisitions and dispositons as well as all managed and leased assets by Boisclair Corporation. Lori has overseen and is responsible for all aspects of the development process. From site selection, design, entitlements, underwriting and forecasting, management of all partners of the development team; architects, general contractor, attorneys, accountants, multiple local state and federal funding Agencies. Completed projects include affordable, new construction; moderate and substantial rehabilitation. Lori is known for her expertise and experience in Affordable Housing by successfully using Federal, State and Local funding sources such as Low Income Housing Tax Credits, HOME Funds, HOPE Funds, Project and Tenant Based Section 8, S811, Tax Increment Financicng, Community Development Block Grant funds and Supportive Housing services. Her expertise is in design concepts, market and financial modeling and analysis. Lori has extensive experience in assembling and executing a successful development layered with multiple funding sources. Current Board Chair of Simpson Housing Services, which provides homeless housing and advocacy service. Lori has a heart to preserve and provide the community with safe affordable housing options. Education & Certifications Associates of Applied Science degree - Business – UW LaCrosse MN Real Estate Broker Certified Occupancy Specialist (COS) REPRESENTATIVE PROJECT LIST PROJECT DESCRIPTION LOCATION Astor Place 44 Multifamily Units Edina, MN Andover Shopping Center Retail - 135,000 Sq. Ft. Andover, MN Amorce I Amorce II 110 Units Senior 60 Units Family 86 Units Multi Family Units Brooklyn Park, MN New Hope & Robbinsdale, MN At The Lake Apartments 204 Multifamily Units Plymouth, MN Bloomington Associates 212 Seniors & 94 Multifamily Units Bloomington, MN BNR Partners 329 Multifamily Units Red Wing & Hutchinson, MN and River Falls, WI Campus Partners, LLC Historical - Mixed Use- Retail 3,000 Sq. Ft. 4 Multifamily Units Superior, WI Cedar Pt. II Construction spring 2019 -72 For Sale Affordable Townhomes Richfield, MN Century Hill Townhomes 55 Multifamily Units White Bear Lake, MN Culvers Franchisee Williston, ND 311 Kenwood 34 Condo Units Minneapolis, MN Finca la Anita Rainforest Ranch Ricon Rainforest Research Lab Colonial Libertad Costa Rica Galtier Plaza Towers - 46 Floors Mixed Use Development - 450,000sf consisting of 500 condominium and rental housing units, 400,000sf office space, 120,000sf retail space and 1,000 stall underground parking garage St. Paul, MN Gianni’s Steakhouse Restaurant – Fine Dining Wayzata, MN Glen Condominiums 84 Condominium Units Minnetonka, MN Glen Lake Landing 97 Seniors Units Minnetonka, MN Grain Belt Terrace Historic Rehab of Grain Belt Office Building 150 Units of Multifamily Housing Minneapolis, MN Hampden Square Apts & TH 86 Multifamily Units St. Paul, MN Highlands Apts & TH 97 Multifamily Units Bloomington, MN Lake Point Condominiums 107 Condominium Units; overlooking Lake Calhoun – it is the City of Minneapolis’ first major condominium hi-rise Minneapolis, MN Park Place Townhomes 36 Units / American Recovery & Reinvestment Act Rosemount, MN Phalen Village PENDING – New Construction – 2019 St. Paul, MN Provence Apartment Homes 156 Luxury Units Burnsville, MN Reprise Associates 110 Senior,60 Multifamily Units Brooklyn Park, MN Riverplace Mixed Use Development – 350,000sf consisting of 400 condominiums and rental high-rise housing, 200,000sf of office space, 100,000sf of retail linked Minneapolis, MN by skyway and serviced with a 3,000 stall capacity in two underground garages Robbins Landing Apartments 110 Seniors Units-Congressional Record – First Section 8 Building in the Country Robbinsdale, MN PENN AVENUE UNIT MIX MATRIX GSF Commerical/Common GRSF RSF NOTES PHASE A (5 Stories)60000*12000 48000 40800 *Not incl parking, (85% eff on upper floors) PHASE B (Townhomes)14500*0 14500 14500 *Not incl parking PHASE C (5 Stories)30600*6600 24000 20400 *Not incl parking, (85% eff on upper floors) Phase A Market Rate Unit Mix # of Units % of Total Units Square Feet Total Sq Ft Ave SF/Unit Studio 6 13.6%510 3060 1 bed 18 40.9%700 12600 2 bed 17 38.6%1080 18360 3 bed 5 11.4%1300 6500 44 40520 920.91 Affordable Unit Mix (9% Threshold*)# of Units % of Total Units Square Feet Total Sq Ft Ave SF/Unit Studio 5 12.50%510 2550 1 bed 5 12.50%700 3500 2 bed 22 55.00%1080 23760 3 bed 8 20.00%1300 10400 40 40210 1005.25 *75% of the units need to be 2 and 3-bed units, of which 25% of the 2 and 3 bed units need to be 3-bed units. Phase B Townhomes (Market Rate or Affordable)# of Units % of Total Units Square Feet Total Sq Ft Ave SF/Unit 2 bed 2 20.00%1250 2500 2 or 3 bed 8 80.00%1500 12000 10 14500 1450 Phase C Market Rate Unit Mix # of Units % of Total Units Square Feet Total Sq Ft Ave SF/Unit Studio 4 12.5%510 2040 1 bed 8 37.5%700 5600 2 bed 7 37.5%1080 7560 3 bed 4 12.5%1300 5200 23 20400 886.96 Affordable Unit Mix (9% Threshold*)# of Units % of Total Units Square Feet Total Sq Ft Ave SF/Unit Studio 2 10.00%510 1020 1 bed 3 15.00%700 2100 2 bed 11 55.00%1080 11880 3 bed 4 20.00%1300 5200 20 20200 1010 *75% of the units need to be 2 and 3-bed units, of which 25% of the 2 and 3 bed units need to be 3-bed units. Market Value PHASE A (5 Stories) 9,990,000.00$ PHASE B (Townhomes)3,500,000.00$ PHASE C (5 Stories)5,467,500.00$ TOTAL 18,957,500.00$ NHH PROPERTIES PENN AVENUE REDEVELOPMENT NHH PROPERTIES LOCUS AND NHH PROPERTIES CURRENT PROJECTS NHH PROPERTIES EXISTING CONDITIONS NHH PROPERTIES EXISTING STRUCTURE NHH PROPERTIES EXISTING STRUCTURE NHH PROPERTIES DEVELOPMENT DESCRIPTION The purpose of this study is to determine the feasibility of a mixed-use project of along Penn Avenue in Richfield on existing land owned by the City of Richfield HRA. The development team is also studying the potential to encompass the neighboring site to the south that is privately owned. The Penn Avenue project consists of 60 to 67 units consisting of studio, 1, 2 & bed apartment units, 2 & 3 bed townhome units and 12,000 to 18,000 square feet of commercial space in 2 phases. The first phase of the development is located at the south east corner of Penn Ave and West 65th Street. The second phase of the development is located directly east of the subject property, between the subject property and Oliver Avenue and the third phase of the development is located directly to the south of the subject property on Penn Avenue. The project consists of two freestanding mixed-use apartment buildings and 10 townhome units that can be constructed in 3 phases or all at once. The northern building consists of approximately 40-44 units of housing and 12,000 SF of commercial/common use. The southern building consists of 20-23 units of housing and 6,600 SF of commercial use. The adjacent townhomes consist of ten 2 & 3-bed townhome units with a 2- stall garage per unit. The development team is looking at various levels of affordability and job creation in the project. Additionally, this project will be the catalyst for future development in the Penn Avenue corridor. The development team believes that the project concept will qualify for funding initiatives based upon the goals set forth by the Livable Communities Demonstration Account (LCDA) and Transit-Oriented Development (TOD). LCDA provides funding options for projects that efficiently link housing, jobs, services and transit. TOD projects qualify by contributing to and providing high-quality, pedestrian-oriented streets and public spaces that encourage the use of transit services. It is expected that this project will be “shovel ready” for the spring 2020 round of grant applications. The applications are due May 1 and awards are granted in the 3rd and 4th quarter of the year. The development team has significant experience in tax credit and TIF financing and is currently in the process of determining the need and feasibility to finance the affordable component of the project. NHH PROPERTIES NHH PROPERTIES NHH PROPERTIES NHH PROPERTIES DESIGN GOALS NHH PROPERTIES GREEN PLAZA EXAMPLE -PROMENADE OF WAYZATA NHH PROPERTIES GREEN SPACE NHH PROPERTIES ACTIVE STREETS AND LIVING BALCONIES NHH PROPERTIES PUBLIC ART, TRANSIT INTEGRATION, NEIGHBORHOOD CONNECTIVITY NHH PROPERTIES NORTHERN VIEW NHH PROPERTIES SOUTHERN VIEW NHH PROPERTIES WESTERN VIEW NHH PROPERTIES NORTHWEST VIEW NHH PROPERTIES SOUTHWEST VIEW