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HomeMy WebLinkAbout2005-06-22 Handouts ervi{{e UJ)()4TI: CITY OF CENTERVILLE 06/22/0512:57 PM Page 1 *Check Summary Register@ Name 10100 MAIN STREET BANK Paid Chk# 020341 ABDO, EICK & MEYER, llP Paid Chk# 020342 ANOKA COUNTY PROPERTY Paid Chk# 020343 ARNT CONSTRUCTION Paid Chk# 020344 CINGULAR WIRELESS Paid Chk# 020345 CONNEXUS ENERGY aid Chk# 020346 DURABLE COMPONENT TECH aid Chk# 020347 DURAFUN RECREATION aid Chk# 020348 FORTIS BENEFITS Paid Chk# 020349 KlM ENGINEERING INC. Paid Chk# 020350 MEYER, JOHN Paid Chk# 020351 MINNESOTA PIPE & Paid Chk# 020352 NCPERS LIFE INSURANCE Paid Chk# 020353 REHBEINS BLACK DIRT Paid Chk# 020354 XCEl ENERGY Paid Chk# 020355 DAVIES WATER EQUIP. Paid Chk# 020356 SIMPLY SEAMLESS Check Date 6122/2005 6/2212005 6122/2005 6/22/2005 6/22/2005 612212005 6122/2005 6122/2005 6122/2005 6122/2005 6/22/2005 6/22/2005 6/2212005 6/22/2005 6/22/2005 6122/2005 Total Checks JUNE 2005 Check Am! $16,980.98 YEAR END AUDIT FOR 12-31-04 $400.00 BOND FEES & BOND CERTIFICATION $6,752.67 21ST AVE ST & STORM WATER IMPR $213.98 CEll PHONES FOR pw. THRU 6-9- $320.00 CHARGES FOR RADIO SERVICE FRO $71.86 SAFTEY HATS $5,938.43 SKATE PARK EQUIPMENT $121.50 SHORT TERM DISABILITY INS. $11,317.50 500,000 GAllON ELEVATED WATER $101.57 REIMBURSE FOR MILEAGE $5.00 HYDRANT Oil $32.00 T. BENDER & J. MEYER LIFE INS $25.00 BLACK DIRT FOR THE PARKS $1,015.18 1880 MAIN STREET -SERVTHRU 6 $157.19 SUPPLIES $1,450.00 CITY HAll GUTTERS $44,902.86 . , ervi[[e 1880 9riain Street. Centervi([e, 9r'l.:N 5.5038 651-429-3232 or Pa:.:( 651-429-8629 June 17,2005 Dear Mayor and Council I am attaching the cost breakdown of the technology improvements to implement GIS (Geographic Information System) and Laserfiche Document Imaging and Records Management. The City has budged $25,000 in capital improvements for computer improvements for 2005 in the General Fund. That amount together with a contribution from each of the utility funds will provide the money needed to complete the recommended project. I am suggesting that we do additional work in 2006 which will be primarily adding the Web access portion ofLaserfiche and purchasing the ortho-photography and topography maps from Lino Lakes. If we did nothing beyond what is proposed for 2005, we would have a very good system, but the Web feature would be especially useful. We will need to budget for the support and software maintenance in the future and would budget some additional part-time hours for scanning in archive records. The staff is united in recommending that we proceed with this project. The benefits are many, but will include better management and access to city records. The information will be readily available to more people, and thus we will be less dependent upon one or two people who may be the only ones that know where certain information is located. This will especially useful as employees come and go in the future. An additional benefit will be that the server will be upgraded now, those costs would have been necessary in a couple of years anyway. I look forward to discussing this further at the work session next Wednesday, at 5:50 p.m. Dallas Larson, Administrator ~ (j) ~ O'Gl en z s: tIl 0 "'0 (j) Gl 0 "ll ~ III CIl 0 CIl iii. 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"" "" "" -l 0 ~ Price Quote Part # Oeseri lion SOFTWARE Price 01 2250.00 1 550.00 2 330.00 4 100.00 2 80.00 6 495.00 1 165.00 1 2495.00 1 495.00 1 495.00 1 Software Total lFS10 lFF lFR lFPS lFPM lFQF lFQF-l lFQF-3 lFQF-S lFQF-12 Laserfiche Team Server MSDE laserfiche Full User Laserfiche Retrieval User Laserfiche 8M shot Laserfiche Email lu -in Laserfiche QuickFields Laserfiche ScanConnect Laserfiche QuickFieJds Zone OCR Laserfiche QuickFields Real Time Looku laserfiche Pattern Matchin _!P.J~~l!- Tolal $2,250.00 $1,100.00 $1,320.00 $200.00 $480.00 $495.00 $165.00 $2,495.00 $495.00 $495.00 $9,495.00 'Y<-<>.-o^ I * Price does not include state sales tax 2ot!:>e,- 21 ~ Price Quote _"~~~"'_~,_","~~~ '__~~_'--'-"r_'"'.__~_,~_=---.._...~__.~.",..,~_.,~.~..,,___,.'~~_"'___~'"'_.._._,..",.__~._~''' _"_~"~.~~._, '~""""""_'~__" Part # Descriotion Price Qtv Total SOFTWARE LF97840 Laserfiche Plus Pluain 3795.00 I 1 $3,795.00 LF97830 Laserfiche Weblink 7995.00 I 1 $7,995.00 Software Total $11,790.00 I TECHNICAL SUPPORT and MAINTENANCE LF9784Qub Laserfiche Plus Plunin Annual Maintenance 1590.00 I 1 $1,590.00 LF97830ub Laserfiche Weblink Annual Maintenance 1590.00 I 1 $1,590.00 SUDDort Total $3,180.00 I GRAND TOTAL $14,970.00' * Price does not include state sales tax (~t~,,- 'I r 7.. 21 ~ SEH June 13,2005 RE: City ofCenterville Data View'"' Implementation SEHNo. P-CENMN0501.00 Mayor Mary Capra and Council Persons Attn: Dallas Larson, City Administrator 1880 Main St CenterviIIe, MN 55038 Dear Mayor and Council: Short Elliott Hendrickson Inc. (SEH"') is pleased to submit this proposal to provide Data View'"' Implementation, Training and Support to City Staff. Project Scope We understand the City's desire to have better access to parcel, zoning and utility data. Therefore, it is our suggestion that the City consider the following Scope of Services to incorporate City data into Data View"". 1. Anoka County Tax Parcel data. Obtain and incorporate the County tax parcel shape files for the City ofCenterville. These files are updated by Anoka County Surveyor's Office, and delivered to the City on a quarterly basis. This information will also be linked to an extract of the County Taxation Database. (Layer I of5 included in cost of DataView) 2. Digital Ortho Photos. Incorporate available color FSA (2003) photography, and replace with new Anoka County 2005 aerials as they become available. (Adding aerial is 2 of 5 layers included in cost of Data View) 3. City-wide Zoning map. SEH will convert the current AutoCAD zoning map into DataView,m ($500) and add as a layer to Data View (layer 3 of 5 included with Data View). 4. National Wetland data. Download and add data layer (layer 4 of5 included in cost of DataView). 5. City Subdivision Develop subdivision layer and add to DataView "" (layer 5 of 5 included in cost of DataView). 6. Overall City BaseMap. SEH will align the current AutoCAD BaseMap (which is in assumed coordinates) to fit with the NAD83 Anoka County parcel shapefile. This task will involve moving or incorporating multiple digital files in oue seamless enviromnent. ($1,800) 7. City-wide Utilities (sanitary, water, and drainage systems). SEH will convert the AutoCAD utility layers into GIS shapefiles and add as layers to DataView. We will attribute by the pipe sizes and !D's as they appear in the current AutoCAD file. We also have budgeted eight hours for updating utilities that are not on the existing BaseMap. ($4,800) Short Elliott HeDdrickson Inc., 3535 Vadnais Center Drive, St. Paul, MN 55110-5196 SEH is an equal opportunity employer I """.sebine.eom 1651.490.2000 1800.325.2055[651.490.2150 fax Mayor Mary Capra and Council Persons June 13, 2005 Page 2 8. Trails/Parks/Restrooms. SEH will convert the AutoCAD parks and trails information and add as layers to DataView. ($750) 9. DataView,m. Deliver the above data sets in DataView"", an easy to use product that SEH has developed using industry standard technologies. ($1,750 (discounted from $2,500)) 10. Training. Provide two-hour Data View" training course. ($250) II. Technical Support. Provided on an hourly basis at $90 per hour. Estimated 8 hours annually. Benefits The project deliverables will have the following benefits: I. Data View Plus,m will be loaded on the City's data server and the application will be installed initially on 5 City staff computers, to give access to all staff computers within City. 2. Mailing labels can be prepared with a 300-foot buffer for rezoning notices, or other public notices, in less than 5 minutes. This is a significant time saver and also adds accuracy to the process. 3. Staffwill have ready access to utility locations. 4. Data View Plus" will add attribute editing functionality, allowing staff the ability to easily update attribute information within the system. 5. DataView utility layers will contain fields for year built, material, size, and as-built number. These fields can be populated by City staff or an intern as the city has the man power or funds available. 6. SEH recommends updates to the utilities on an annual basis, unless other City needs determine the data be updated more often than once a year. 7. SEH can place additional layers of information into DataView as the need arises or the information becomes available to the City at an hourly rate. 8. SEH will provide the City with a disk of their current AutoCAD files, moved to the new parcel base. It is recommended that the City share these files with all consultants updating City Maps or creating new data. Costs The cost to provide our services for Tasks 1-9 outlined in our Project Scope if $9,350.00. This cost is an estimate on an hourly contract. Future Consideration Anoka County contracted with Mark Hurd to conduct a new aerial flight in the spring of 2005, which would be available for purchase in early August 2005. It is believed the price for the aerial photos will be $100 per square mile. In addition, by collaborating with the City of Lino Lakes for development of 2' contours, the City of Centerville would have access to those contours for its City at minimal investment. Scanned Record Drawings. It is assumed that the City has as-built record drawings of utility projects. We understand the City will contract to index and scan each of these sheets. An attribute (the name of the scarmed image) can be placed in the sanitary or water data sets to allow easy retrieval of the image in DataView,m. (Cost to add to DataView can be determined once we know the number of as-built record drawings). Mayor Mary Capra and Council Persons June 13, 2005 Page 3 Schedule We estimate that Tasks 1-9 can be completed in four to five weeks. If you have any questions, please do not hesitate to contact us at 1.800.325.2055. Sincerely, SHORT ELLIOTT HENDRICKSON INC. f~>1~ Rebecca Blue GIS Operations Manager sll c:\docurneats and settings\rblue.sehinc'my documents\my documents\propasals\ccntervillc2.doc Accepted on this day of ,2005 City of CentervilIe, Minnesota By: Title: 1_ Premier.Dell.com - Client & Enterprise Solutions, Software, Peripherals, Services - State.n Page lof3 Buy Online or Call 1-888-1 .. :: ~ 1f.!I~~~=ta State Store. 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Page 3 of 3 Monitor No Monitor Option N . [320-0058 ] Keyboard Standard Windows Keyboard,Gray s -1310-1676 ] Mouse Logitech PS/2 2-button Mouse with Scroll L2M - [31OM05 ] Hardware Support Services 3Yr GOLD Support, 4Hr Onsite, SIW Support, TAM Service GOLD4U - [310-3785902-3262902-4600902-7352950-0117970-0237 Installation Support Services No Installation Assessment NOINSTl- [900-9997 ] Keep Your Hard Drive Keep Your Hard Drive, 3 Year KYHD3Y - [960-2578 ] PowerEdge 2850 \i1;;-:_..':. j~;:;~;1 . . The PowerEdge 2850 is a rack optimized general purpose server designed to deliver new levels of performance while maintaining the availability and expandability features that customers expect to find in a 2U rack optimized, dual processor server. Features include dual Xeon processors, up to 16GB of RAM, hot plug redundant power (optional), dual-channel embedded RAID (opUonal), and embedded remote management (optional). $7,515.78 C Update Price C Save as E-Quote Q AddTn Calt BACK TO: Premier Home For shipments of certain products to California, state environmental fee of up to $10 per item will be added at order invoice. Pricing, specifICations, availability, and terms of offers may change wtthout notice and DO NOT INCLUDE APPLICABLE SHIPPING AND/OR HA CHARGES OR TAXES. Please note that Dell cannot be responsible for typographical or other errors, and reserves the right to modify or any orders resulting from such errors. Refer to your invoice for final information regarding order detail, including tax & shipping amounts. not necessarily combinable. Prices have been rounded to the nearest dollar for online display. All sales are subject to Dell's Terms and ( of Sale located at www.dell.com unless you have a separate written agreement with Dell. Picture is for illustrative purposes only. Price may increase or decrease depending on options selected. Please note that this Microsoft software product may use technological measures for copy protection. In such event, you will not be able the product if you do not comply with the product activation or reactivation procedures, which may be completed by Internet or telephone charges may apply). Copyright 1999-2005 Den Inc. For customers of the 50 United States and the District of Columbia only. Site Terms I Terms and Conditions of Sale I Privacy Policy sn CF1 http://premierconfig.dell.comlconfig/config.aspx?c=&ci=Wl 096&customer _id=RC95688... 5/11/2005 Page I of2 Dallas Larson From: olsales@gateway.com Sent: Wednesday, May 11, 200512:54 PM To: dlarson@centervillemn.com Subject: Gateway PC Deal from Dallas Larson Greetings! Dallas Larson was visiting the Gateway.com website and requested that we send you this quote for a Gateway Pc. Quote Number: 1673680 Quote Good Through: 6/10/2005 System Name: Gateway 9515 Unit Price:* $1399 Configured Price:* $7608 Quantity: 1 Sub Total: $7608 *Prices do not include shipping and handling and any applicable (taxes). System Details: Special Offer: $150 instant savings (limited time promotion) ........[ -US$150.00] Operating System: Microsoft@ Windows@ Server 2003 Standard Edition with 5-CAL pack ........ 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Keep Your Hard Drive plan (requires 3 Yr. or greater warranty) ........[ +US$149.00] Video: Integrated PCI Graphics - 8MB High Availability Kit: 9515 High Availability Kit (2nd 700W hot-swap power supply, 4 additional fans, and monitoring capability) ........[ +US$449.00] Modem: Low Profile 56K Controller Based Internet / Fax Modem ........[ +DS$69.00] Network Card: (2) Marvel Dual Port PCle (x4) GbE Ethernet Adapter ........[ +DS$298.00] Server Installation Suite: Deployment services available, please contact your sales person for custom pricing 1\dditiqnal Ve.dtas Options: Veritas Backup Exec v9.l Windows SBS Remote Agent CAL - 1 _;{ ....,~,:""_,.. ...;' .;:_", " _'0 _,...~." ~ . pack ........[tJJS$l49.00] ) Rack Accessories: Tool-less slide rails and Cable Management Ann (CMA) (1533697) ........ [ +US$l99.00] Additional 5 Pack Tapes: (l) Additional5-pack DAT-72 36/72GB tape cartridge ........ 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FINANCIAL SECTION Independent Auditor's Report Management's Discussion and Analysis Basic Financial Statemeuts Government-wide Financial Statements Statement of Net Assets Statement of Activities FundFinanci~Starements Governmental Funds Balance Sheet Reconciliation of the Balance Sheet to the Statement of Net Assets Statement of Revenues, Expenditures and Changes in Fund Balances (Deficits) Reconciliation of the Statement of Revenues, Expenditures, and Changes in Fund B~ances (Deficits) to the Statement of Activities General Fund Statement of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual Proprietary Funds Statement of Net Assets Statement of Revenues, Expenses and Changes in Fund Net Assets Statement of Cash Flows Notes to Financial Statements Combining and Individual Fund Statements and Schedules Nonmajor Governmental Funds Combining Balance Sheet Combining Statement of Revenues, Expenditures and Changes in Fund Balances (Deficits) Genem Fund Schedule of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual Debt Service Fund Combining Balance Sheet Combining Statement of Revenues, Expenditures and Changes in Fund Balances (Deficits) Tax and Special Assessment Levies and Collections III. OTHER REPORT Report on Minnesota Legal Compliance Schedule of Findings Page No. 2-3 I-XI 4 5-6 7-8 9 1O-1l 12 13 14 15 16 -17 18 -34 35 - 37 38 -40 41-44 45 -46 47 -48 49 50 51 INTRODUCTORY SECTION CITY OF CENTERVILLE CENTERVILLE, MINNESOTA YEAR ENDED DECEMBER 31, 2004 Name Terry Sweeney Linda Broussard Vickers Mary Capra JeffPaar Tom Lee Dallas Larson Teresa Bender John Meyer CITY OF CENTERVILLE, MINNESOTA ELECTED AND APPOINTED OFFICIALS DECEMBER 31, 2004 ELECTED Title Term Expires Mayor Council Member Council Member Council Member Council Member 12/31/04 12/31/04 12/31/04 12/31/04 12/31/04 APPOINTED City Administrator City Clerk Finance Director appointed April, 2005 -1- FINANCIAL SECTION CITY OF CENTERVILLE CENTERVILLE, MINNESOTA YEAR ENDED DECEMBER 31, 2004 Grandview Square 5201 Eden Avenue Suite 370 Edina, MN 55436 INDEPENDENT AUDITOR'S REPORT Honorable Mayor and Council City ofCenterville, Minnesota We have audited the accompanying fmancia! statements of the governmental activities, the business-type activities, each major fund, and the aggregate remaining fund information of the City ofCentervi\1e, Minnesota (the City), as of and for the year ended December 31, 2004, wmch collectively comprise the City's basic fmancial statements as listed in the table of contents. These financial statements are the responsibility of the City's management. Our responsibility is to express opinions on these fmancial statements based on our audit. We conducted our audit in accordance with auditing standards generally accepted in the United States of America. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall fmancial statement presentation. We believe that our audit provides a reasonable basis for our opinions. In our opinion, the fmancial statements referred to above present fairly, in all material respects, the respective financial position of the governmental activities, the business-type activities, each major fund, and the aggregate remaining fund information of the City as of December 31, 2004, and the respective changes in financial position and cash flows, where applicable, thereoffor the year then ended in confonnity with accounting principles generally accepted in the United States of America. The management's discussion and analysis on pages I through XI is not a required part of the basic fmancial statements but is supplementary information required by accounting principles generally accepted in the United States of America. We have applied certain limited procedures, wmch consisted principally of inquiries of management regarding the methods of measurement and presentation of the reqnired supplementary information. However, we did not audit the information and express no opinion on it. 952.835.9090 . Fax 952.835.3261 www.aemcpa~.com Page Two Our audit was conducted for the purpose offonning opinions on the financial statements that collectively comprise the City's basic fmancial statements. The combining and iodividual fund statements and schedules are presented for purposes of additional analysis and are not a required part of the basic fmancial statements. The combioiog and iodividual nomnajor fund statements and schedules have been subjected to the auditiog procedures applied io the audit of the basic fmancial statements and, io our opinion, are fairly stated io all material respects io relation to the basic financial statements taken as a whole. Apri120, 2005 Mioneapolis, Mionesota Obk,~~m~JLLP ABDO, EICK & MEYERS, LLP Certified Public Accountants 952.835.9090 . Fax 952.835.3261 www.aemcpas.com tervi{{e 1880 :Main Street. Centerviffe, :M'N 55038 'Esta61~4ia{ 1SS7 (651) 429-3232 . 'FtL>C(651) 429-8629 Management's Discussion and Analysis As management of the City ofCenterville, Minnesota, (the City), we offer readers of the City's [mancial statements this narrative overview and analysis of the financial activities of the City for the fiscal year ended December 31, 2004. This is the first year of implementation of GASB Statement No. 34 for the City and some comparative data is not available. Financial Highlights The assets of the City exceeded its liabilities at the close of the most recent fiscal year by $18,498,850 (net assets). Of this amount, $6,200,404 (unrestricted net assets) may be used to meet the City's ongoing obligations to citizens and creditors. . The City's total net assets increased by $2,779,378. . As ofthe close of the current fiscal year, the City's governmental funds reported combined ending fund balances of $5,665,554 an increase of$703,165 in comparison with the prior year. Approximately 22.9 percent of this total amount, $1,297,956, is available for spending at the City's discretion, but bas been designated for specific purposes. . At the end of the current fiscal year, unreserved fund balance for the General fund was $1,297,956, or 69.1 percent of total General fund expenditures. While these funds are not legally reserved, they are designated for future purposes. . The City's total debt increased by $2,345,000, 62 percent during the current fiscal year. The key factor in this increase was the issuance of $2,980,000 in bonds. Overview of the Financial Statements This discussion and analysis is intended to serve as an introduction to the City's basic [mancial statements. The City's basic financial statements comprise three components: I) goverrunent-wide financial statements, 2) fund financial statements, and 3) notes to the financial statements. This report also contains other supplemental information in addition to the basic [mancial statements themselves. -1- Management Discussion and Analysis - Continued April 20, 2005 The financial statements also include notes that explain some of the infonnation in the financial statements and provide more detailed data. The statements are followed by a section of combining and individual fund financial statements and schedules that further explains and supports the infonnation in the financial statements. Figure I shows how the required parts of this anoual report are arranged and relate to one another. In addition to these required elements, we have included a section with combining and individual fund financial statements and schedules that provide details about nonmajor governmental funds, which are added together and presented in single columos in the basic [mancial statements. Figure 1 Required Components of the City's Annual Financial Report Management's Discussion and Analysis Basic Financial Statements Required Supplementary Information .-..,..- .... -..-... ...-... -", .., .-,. ..... ..... ..... ........... .... ....... ...... Government-wide Financial Statements Fund Financial Statements Notes to the Financial Statements Summary ( ) Detail -11- Management Discnssion and Analysis - Contioued April 20, 2005 Figure 2 summarizes the major fearures of the City's financial statements, including the portion of the City government they cover and the types of information they contain. The remainder of this overview section of management's discussion and analysis explains the strncrure and contents of each of the statements. Figure 2 Major featnres ofthe Government-wide and Fund Financial Statements Fnnd Financial Statements Government-wide Governmental Funds Proprietary Funds Statements Scope Entire City government The activities of the City that Activities the City operates (except fiduciary funds) and are not proprietary or similar to private businesses, the City's compouent units fiduciary, such as police, flIe such as the water and sewer and Darks svstem Required financial . Statement of Net Assets . Balance Sheet . Statement of Net Assets statements . Statement of Activities . Statement of Revenues, . Statement of Revenues, Expendirures, and Expenses and Changes in Changes in Fund Fund Net Assets Balances . Statement of Cash Flows Accountiog Basis and Accrual accounting and Modified accrual accounting Accrual accounting and measurement focus economic resources focus and current financial economic resources focus resources focus Type of assetl1iability All assets and liabilities, both Only assets expected to be All assets and liabilities, both information financial and capital, and used up and liabilities that financial and capital, and short-term and long-term come due during the year or short-term and long-term soon thereafter; no capital assets included Type of in flow/out flow All revenues and expenses Revenues for which cash is AU revenues and expenses information during year, regardless of received during or soon after during the year, regardless of when cash is received or paid the end of the year; when cash is received or paid expendirures when goods or services have been received and payment is due during the vear or soon thereafter Government-wide Financial Statements The government-wide financial statements are designed to provide readers with a broad overview of the City's finances, in a manner similar to a private-sector business. The statement of net assets presents information on all of the City's assets and liabilities, with the difference between the two reported as net assets. Over time, increases or decreases in net assets may serve as a useful indicator of whether the financial position of the City is improving or deterioratiog. The statement of activities presents information showing how the City's net assets changed during the most recent fiscal year. All changes in net assets are reported as soon as the underlying event giving rise to the change occurs, regardless of the timing of related cash flows. Thus, revenues and expenses are reported in this statement for some items that will only result in cash flows in furure fiscal periods (e.g., uncollected taxes and earned but unused vacation leave). Both of the government-wide fmancial statements distioguish functions of the City that are principally supported by taxes and intergovernmental revenue (governmental activities) from other functions that are intended to recover all or a significant portion of their costs through user fees and charges (business-type activities). The governmental activities of the City include general government, public safety, public works, economic development, culrure and recreation, miscellaneous and interest on long-term debt. The business-type activities of the City include water and sewer. -III- Management Discussion and Analysis - Continued April 20, 2005 The government-wide financial statements include not only the City itself (known as the primary government), but also a legally separate Economic Development Authority (EDA) for which the City is financially accountable. The EDA, although legally separate, functions for all practical purposes as a department of the City, and therefore has been included as an integral part of the primary government. The government-wide financial statements can be found on pages 4 - 6 of this report. Fund Financial Statements A fund is a grouping of related accounts that is used to maintain control over resources that have been segregated for specific activities or objectives. The City, like other State and local governments, uses fund accounting to ensure and demonstrate compliance with finance-related legal requirements. All of the funds of the City can be divided into three categories: governmental funds, proprietary funds and fiduciary funds. Governmental funds. Governmental funds are used to account for essentially the same functions reported as governmental activities in the government-wide finaneial statements. However, unlike the government.wide fmancial statements, governmental fund fmancial statements focus on near-term inflows and outjlows of spendable resources, as well as on balances of spendable resources available at the end of the fiscal year. Such information may be useful in evaluating a government's near-term fmancing requirements. Because the focus of governmental funds is narrower than that of the government-wide financial statements, it is useful to compare the information presented for governmental funds with similar information presented for governmental activities in the government-wide fmancial statements. By doing so, readers may better understand the long-term impact by the government's near-term fmancing decisions. Both the governmental fund balance sheet and the governmental fund statement of revenues, expenditures and changes in fund balances provide a reconciliation to facilitate this comparison between governmental funds and governmental activities. The City maintains 17 individual governmental funds. Information is presented separately in the governmental fund balance sheet and in the governmental fund statement of revenues, expenditures and changes in fund balances for the General, Debt Service Municipal Street and Hunter's Crossing funds, all of which are considered to be major funds. Data from the other nonrnajor governmental funds are combined into a single, aggregated presentation. Individual fund data for each of these nonrnajor governmental funds is provided in the form of combining statements or schedules elsewhere in this report. The City adopts an annual appropriated budget for its General fund. A budgetary comparison statement has been provided for the General fund to demonstrate compliance with this budget. The basic governmental fund fmancia! statements can be found on pages 7 - 13 of this report. Proprietary funds. The City maintains one type of proprietary fund. Enterprise funds are used to report the same functions presented as business-type activities in the government-wide financial statements. The City uses enterprise funds to account for its water and sewer. Proprietary funds provide the same type of information as the government-wide fmancia! statements, only in more detail. The proprietary fund fmaneial statements provide separate information for each of the enterprise funds. The basic proprietary fund fmancial statements can be found on pages 14 - 17 of this report. Notes to Financial Statements The notes provide additional information that is essential to a full understanding of the data provided in the government-wide and fund fmandal statements. The notes to the fmancial statements can be found on pages 18 - 34 of this report. Other Information The combining statements referred to earlier in connection with nonrnajor governmental funds and internal service funds are presented following the notes to fmancial statements. Combining and individual fund statements and schedules can be found on pages 35 - 48 of this report. -IV- Management Discussion and Analysis - Continued April 20, 2005 Government-wide Financial Analysis As noted earlier, net assets may serve over time as a useful indicator ofa government's financial position. In the case of the City, assets exceeded liabilities by $18,498,850 at the close of the most recent fiscal year. By far, the largest portion of the City's net assets (43.2 percent) reflects its investment in capital assets (e.g., land, buildings, machinery and equipment), less any related debt used to acquire those assets that are still outstanding. The City uses these capital assets to provide services to citizens; consequently, these assets are not available for future spending. Although the City's investment in its capital assets is reported net of related debt, it should be noted that the resources needed to repay this debt must be provided from other sources, since the capital assets themselves cannot be used to liquidate these liabilities. Summary of Net Assets ASSETS Cash and temporary investments Receivables Accrued interest Delinquent taxes Accounts Special assessments Intergovernmental Internal balances Inventories Prepaids Deferred charges Non-depreciable net assets Depreciable net assets (net of depreciation) TOTAL ASSETS LIABILITIES Accounts payable Accrued salaries payable Contracts payable Due to other governments Accrued interest payable Deposits payable Unearned revenue Long-tenn liabilities Due within one year Bonds payable Due in more than one year Compensated absences Bonds payable TOTAL LIABILITIES NET ASSETS Invested in capital assets, net of related debt Restricted for: Capital projects Debt service Unrestricted TOTAL NET ASSETS Governmental Activities 2004 2003 $ 5,822,960 20,91 ] ]03,415 20,326 1,408,036 165,462 (40,000) ]8,149 ] 18,113 3,874,458 4,453,465 ]5,965,295 2]4,473 28,414 ]60,414 3,820 88,892 24,700 205,000 5,505,000 6,230,713 2,6]7,923 4,238,229 2,878,430 $ 9,734,582 $ 5,125,841 13,959 90,743 7,078 460,568 4,698 5,358 11,608 5,462,200 11,182,053 155,062 5,645 46,180 3,040 49,443 24,300 14,370 375,000 9,477 2,920,000 3,602,517 2,167,200 3,095,838 2,316,498 $ 7,579,536 Business-type Activities 2004 2003 $ 3,0]3,530 10,795 123,046 298,027 40,000 12,780 3,297 1,387,134 4,383,529 9,272,138 47,830 7,772 33,168 11,307 7,793 75,000 325,000 507,870 5,370,663 71,631 6,200,404 $ 8,764,268 -y- $ 3,355,328 10,112 ] ]9,508 408,255 ] 1,423 3,957 4,717,942 8,626,525 544 798 12,832 70,000 2,418 400,000 486,592 4,247,942 71,631 3,820,360 $ 8,139,933 Total 2004 2003 $ 8,836,490 31,706 103,415 ]43,372 1,706,063 165,462 12,780 18,149 121,410 5,261,592 8,836,994 25,237,433 262,303 36,186 193,582 15,]27 96,685 24,700 280,000 5,830,000 6,738,583 7,988,586 71,631 4,238,229 6,200,404 $ 18,498,850 $ 8,481,169 24,071 90,743 126,586 868,823 4,698 11,423 5,358 15,565 10,]80,142 19,808,578 29,988,720 6,443 46,]80 15,872 49,443 24,300 14,370 445,000 11,895 3,320,000 4,089,109 6,415,142 71,631 3,095,838 6,136,858 $ 15,719,469 Management Discussion and Analysis - Continued April 20, 2005 An additional portion of the City's net assets (20.5 percent) represents resources that are subject to external restrictions on bow they may be used. The remaining balance of unrestricted net assets (6,136,858) may be used to meet the City's ongoing obligations to citizens and creditors. At the end of the current fiscal year, the City is able to report positive balances in all three categories of net assets, both for the City as a whole, as well as for its separate governmental and business-type activities. There was an increase of $624,336 in restricted net assets reported in connection with the City's business-type activities. Governmental activities. Governmental activities increased the City's net assets by $1,369,042, thereby accounting for 68.7 percent of the total growth in the net assets of the City. Key elements of this increase are as follows: 2004 Governmental Activities Changes in Net Assets Revenues Program revenues Charges for services $ Operating grants and contnbutions Capital grants and contributions General revenues Property taxes/tax increments Other taxes Grants and contributions not restricted to specific programs Unrestricted investment earnings Miscellaneous Capital contributions from other funds 442,812 104,298 1,636.566 1,540,185 5,098 13,884 139,088 153,203 (387,349) Total revenues 3,647,785 Expenses Governmental activities General government Public safety Public works Economic development Culnrre and recreation Miscellaneous Interest on long-term debt Business-type activities Water Sewer 644,210 827,930 524,498 46,452 107,563 18,101 109,989 Total expenses 2,278,743 Change in net assets 1,369,042 7,579,540 786,000 $ 9,734,582 Net assets, January 1 Prior period adjustment Net assets, December 31 2003 $ 347,347 159,749 1,760,247 ] ,464,242 764 20,801 88,548 12,020 3,853,718 1,123,551 820,296 390,644 47,037 76,067 29,247 110,989 20] ,323 270,450 3,069,604 1,266,427 6,313,109 $ 7,579,536 Business-type Activities 2004 2003 $ 588,676 40,058 82,773 387,349 1,098,856 189,459 285,061 474,520 624,336 8,139,932 $ 8,764,268 -VI- $ 617,835 795,734 75,832 10,540 1,499,941 606,092 335,704 941,796 1,007,088 5,635,253 1,497,593 $ 8,139,934 Total 2004 2003 $ 1,031,488 104,298 1,676,624 1,540,185 5,098 13,884 221,861 153,203 4,746,641 644,210 827,930 524,498 46,452 18,101 109,989 189,459 285,061 2,645,700 1,993,378 15,719,472 786,000 $ 18,498,850 $ 965,182 159,749 2,555,98] 1,464,242 764 20,801 164,380 22,560 5,353,659 1,123,551 820,296 390,644 47,037 76,067 29,247 110,989 807,415 606,154 4,011,400 2,273,515 11,948,362 1,497,593 $ 15,719,470 Management Discussion and Analysis - Continued April 20, 2005 The following graph depicts various governmental activities and shows the revenue and expenses directly related to those activities. Expenses and Program Revenues - Governmental Activities $1,900,000 $700,000 . Expenses . Revenues $1,500,000 $1,100,000 $300,000 $(100,000) " ~ ~ " " o i; Oll ~ ~ '" 00 .:< :g 0.. 00 " "=' 00 is E ~ u " " " 's 6 '" .12 0 - 0 ~ SoD " g 10 00 0 <>< ~ ' " .:< is .!l ~ = ] gp,,=, :g " " u " .!l u ~ ~ u ~ U 00 0.. ~ Revenues by Source - Governmental Activities Miscellaneous 3.8% Charges for services 11.0% Operating grants and contributions 2,6% Unrestricted investment earnings 3.4% ~ Capital grants and contributions 40.6% Other taxes 0,1% Property taxes~' 38.2% Grants and contributions unrestricted 0.3% For the most part, increases in expenses closely paralleled inflation and growth in the demand for services. -VII- Management Discussion and Analysis - Continued April 20, 2005 Business-type activities. Business-type activities increased the City's net assets by $624,336, accounting for 31.3 percent of the total growth in the City's net assets. Key elements of this increase are as follows: Expenses and Program Revenues - Business-type Activities $350,000 $300,000 $250,000 $200,000 $150,000 $100,000 $50,000 $- . Expenses . Revenues Water Sewer Revenues by Source - Business-type Activities Charges for services 82.8% Unrestricted investment earnings 11.6% Capital grants and contributions 5.6% -VIII- Management Discussion and Analysis - Continued Apri120, 2005 Financial Analysis of the Government's Funds As noted earlier, the City uses fund accounting to ensure and demonstrate compliance with finance-related legal requirements. Governmental funds. The focus of the City's governmental fUnds is to provide information on near -term inflows, outflows and balances of spendable resources. Such information is useful in assessing the City's financing requirements. In particular, unreservedfund balance may serve as a useful measure ofa government's net resources available for spending at the end of the fiscal year. As of the end of the current fiscal year, the City's governmental funds reported combined ending fund balances of$5,665,552, an increase of $703,163 in comparison with the prior year. Approximately 48 percent oflhis total amount $2,738,208 constitutes unreservedfund balance, which is available for spending at the City's discretion. The remainder of fund balance is reserved to indicate that it is not available for new spending because it has already been committed to pay debt service and prepaid expenses in the amount of $2,927,344. The General fund is the chief operating fund of the City. At the end of the current year, the fund balance of the General fund was $1,316,103. As a measure of the General fund's liquidity, it maybe useful to compare both unreserved fund balance and total fund balance to total fund expenditures. Umeserved fund balance represents 69.1 percent of fund expenditures, while total fund balance represents 70.1 percent of that same amount. . The fund balance of the City's General fund increased by $247,722 during the current fiscal year. The Debt Service fund has a total fund balance of$2,870,417, all of which is reserved for the payment of debt service. The net increase in fund balance during the current year in the Debt Service fund was $203,390. Proprietary funds. The City's proprietary funds provide the same type of information found in the government-wide fmancial statements, but in more detail. Uurestricted net assets ofthe enterprise funds at the end of the year amounted to $8,764,268. The total growth in net assets for the funds was $624,336. Other factors concerning the fmances oflhis fund have already been addressed in the discussion of the City's business-type activities. General Fund Budgetary Highlights The City's General fund budget was not amended during the year. The budget called for spending down approximately $2,000 of reserves. Revenues exceeded expectations and expenditures were under expectations by $126,019. -IX- Management Discussion and Analysis - Continued April 20, 2005 Capital Asset and Debt Administration Capital Assets. The City's investment in capital assets for its governmental and business type activities as of December 31, 2004, amounts to $14,098,586 (net of accumulated depreciation). This investment in capital assets includes land, structures, improvements, machinery and equipment, park facilities, roads, highways and bridges. Major capital asset events during the current fiscal year included the following: . Construction in progress was a result of the Municipal Street and Hunter's Crossing projects Additional information on the City's capital assets c'!I1 be found in Note 3C on pages 26 - 27 of this report. Capital Assets Net of Depreciation Governmental Activities Business-type Activities Total 2004 2003 2004 2003 2004 2003 Land $ 1,213,300 $ 1,241,300 $ $ $ 1,213,300 $ 1,241,300 Buildings 493,890 511,462 493,890 511,462 Improvement other than building Machinery and equipment 396,681 389,707 396,681 389,707 InfrastructureIPUC plant 3,562,894 3,501,852 4,383,529 4,471,837 7,946,423 7,973,689 Construction in progress 2,661,158 603,879 1,387,134 246,105 4,048,292 849,984 Total $ 8,327,923 $ 6,248,200 $ 5,770,663 $ 4,717,942 $ 14,098,586 $ 10,966,142 Long-term debt. At the end of the current fiscal year, the City had total bonded debt outstanding of$6,11O,000. While all of the City's bonds have revenue streams, they are all backed by the full faith and credit of the City. Outstanding Debt Governmental Activities Business-type Activities Total 2004 2003 2004 2003 2004 2003 General obligation bonds $ 5,710,000 $ 3,065,000 $ $ $ 5,710,000 $ 3,065,000 General obligation revenue bonds 230,000 400,000 470,000 400,000 700,000 Total $ 5,710,000 $ 3,295,000 $ 400,000 $ 470,000 $ 6,110,000 $ 3,765,000 Minnesota statutes limit the amount of net general obligation debt a City may issue to 2 percent of the market value of taxable property within the City. Net debt is debt payable solely from ad valorem taxes. Tbe City currently has no debt applicable to this limit. Additional information on the City's long-term debt can be found in Note 3D on pages 28 - 30 of this report. -x- Management Discussion and Analysis. Continued April 20, 2005 Eeonomic Factors and Next Year's Budgets and Rates . Property valuations within the City remain strong and growing. . Inflationary trends in the region compare favorably to national indices. All of these factors were considered in preparing the City's budget for the 2005 fiscal year. Sewer and water rates have remained unchanged for several years. A rate increase was approved for 2005. Requests for Information This financial report is designed to provide a general overview of the City's finances for all those with an interest in the City's finances. Questions concerning any of the information provided in this report or requests for additional financial information should be addressed to the Finance Director, City ofCenterville, 1880 Main Street, Centerville, Minnesota, 55038. -XI. GOVERNMENT-WIDE fiNANCIAL STATEMENTS CITY OF CENTERVILLE CENTERVILLE, MINNESOTA YEAR ENDED DECEMBER 31,2004 THIS PAGE IS LEFT BLANK INTENTIONALLY CITY OF CENTERVILLE, MINNESOTA STATEMENT OF NET ASSETS DECEMBER 31, 2004 Governmental Business-type Activities Activities Total ASSETS Cash and temporary investments $ 5,822,960 $ 3,013,530 $ 8,836,490 Receivables Accrued interest 20,911 10,795 31,706 Delinquent taxes 103,415 103,415 Accounts 20,326 123,046 143,372 Special assessments 1,408,036 298,027 1,706,063 Intergovernmental 165,462 165,462 Internal balances (40,000) 40,000 Inventories 12,780 12,780 Prepaids 18,149 18,149 Deferred charges 118,113 3,297 121,410 Non-depreciable capital assets 3,874,458 1,387,134 5,261,592 Depreciable capital assets (net of accumulated depreciation) 4,453,465 4,383,529 8,836,994 TOTAL ASSETS 15,965,295 9,272,138 25,237,433 LIABILITIES Accounts payable 214,473 47,830 262,303 Accrued salaries payable 28,414 7,772 36,186 Contracts payable 160,414 33,168 193,582 Due to other goverrunents 3,820 11,307 15,127 Accrued interest payable 88,892 7,793 96,685 Deposits payable 24,700 24,700 Long-term liabilities Due within one year Bonds payable 205,000 75,000 280,000 Due in more than one year Bonds payable 5,505,000 325,000 5,830,000 TOTAL LIABILITIES 6,230,713 507,870 6,738,583 NET ASSETS Invested in capital assets, net of related debt 2,617,923 5,370,663 7,988,586 Restricted for: Capital projects 71,631 71,631 Debt service 4,238,229 4,238,229 Unrestricted 2,878,430 3,321,974 6,200,404 TOTAL NET ASSETS $ 9,734,582 $ 8,764,268 $ 18,498,850 The notes to the financial statements are an integral part of this statement. -4- Functions/Programs Governmental activities General government Public safety Public works Economic development Culture and recreation Miscellaneous Interest on long-term debt Total governmental activities Business-type activities Water Sewer Total business-type activities Total CITY OF CENTERVILLE, MINNESOTA STATEMENT OF ACTIVITIES FOR THE YEAR ENDED DECEMBER 31, 2004 Program Revenue Operating Capital Grants Charges for Grants and and Expenses Services Contributions Contributions $ 644,210 $ 16,787 $ $ 827,930 349,756 48,798 524,498 65,191 1,636,566 46,452 70 55,500 107,563 11,008 18,101 109,989 2,278,743 442,812 104,298 1,636,566 189,459 285,061 25,636 14,422 269,389 319,287 474,520 588,676 40,058 $ 2,753,263 $ 1,031,488 $ 104,298 $ 1,676,624 General revenues Taxes Property taxes, levied for general purposes Tax increments Other taxes State grants and contributions not restricted to specific programs Unrestricted investment earnings Miscellaneous Capital contributions from other funds Total general revenues and transfers Change in net assets Net assets, January I Prior period adjustment Net assets, December 31 The notes to the financial statements are an integral part of this statement. -5- Net (Expenses) Revenues and Changes in Net Assets Governmental Business-type Activities Activities Total $ (627,423) $ $ (627,423) (429,376) (429,376) 1,177,259 1,177,259 9,118 9,118 (96,555) (96,555) (18,101) (18,101) (109,989) (109,989) (95,067) (95,067) 105,566 105,566 48,648 48,648 154,214 154,214 (95,067) 154,214 59,147 1,500,543 1,500,543 39,642 39,642 5,098 5,098 13,884 13,884 139,088 82,773 221,861 153,203 153,203 (387,349) 387,349 1,464,109 470,122 1,934,231 1,369,042 624,336 1,993,378 7,579,540 8,139,932 15,719,472 786,000 786,000 $ 9,734,582 $ 8,764,268 $ 18,498,850 -6- THIS PAGE IS LEFT BLANK INTENTIONALLY FUND FINANCIAL STATEMENTS CITY OF CENTERVILLE CENTERVILLE, MINNESOTA YEAR ENDED DECEMBER 31, 2004 CIlY OF CENTERVILLE, MINNESOTA BALANCE SHEET GOVERNMENTAL FUNDS DECEMBER 31,2004 101 412 Municipal Debt Street General Service Improvement ASSETS Cash and temporary investments $ 1,333,091 $ 2,839,515 $ 332,543 Cash with fiscal agent 5,550 Receivables Accrued interest 4,740 10,241 1,192 Delinquent taxes 45,565 Accounts 6,302 Special assessments 14,092 1,393,944 Due from other governments 165,462 Prepaid items 18,149 TOTAL ASSETS $ 1,587,401 $ 4,249,250 $ 333,735 LIABILITIES AND FUND BALANCES LIABILITIES Accounts payable $ 214,187 $ 242 $ 15,077 Due to other funds 40,000 Due to other governments 3,430 Contracts payable 32,289 Accrued salaries payable 8,730 Deferred revenue 44,951 1,338,591 TOTAL LIABILITIES 271,298 1,378,833 47,366 FUND BALANCES Reserved for debt service 2,909,195 Reserved for prepaid items 18,149 Umeserved (deficit) Designated, reported in the General fund 1,297,954 Undesignated, reported in: Special revenue fund Debt Service fund (38,778) Capital projects funds 286,369 TOTAL FUND BALANCES 1,316,103 2,870,417 286,369 TOTAL LIABILITIES AND FUND BALANCES $ 1,587,401 $ 4,249,250 $ 333,735 The notes to the financial statements are an integral part of this statement. -7- 446 Other Total Hunter's Governmental Governmental Crossing Funds Funds $ 172,567 $ 1,139,694 $ 5,817,410 5,550 619 4,119 20,911 88 45,653 14,024 20,326 1,408,036 165,462 18,149 $ 173,186 $ 1,157,925 $ 7,501,497 $ 1,080 $ 12,484 $ 243,070 40,000 390 3,820 65,533 58,695 156,517 266 8,996 1,383,542 66,613 71,835 1,835,945 2,909,195 18,149 1,297,954 19,643 19,643 (38,778) 106,573 1,066,447 1,459,389 106,573 1,086,090 5,665,552 $ 173,186 $ 1,157,925 $ 7,501,497 -8- THIS PAGE IS LEFT BLANK INTENTIONALLY CITY OF CENTERVILLE, MINNESOTA RECONCILIA nON OF THE BALANCE SHEET TO THE STATEMENT OF NET ASSETS GOVERNMENTAL FUNDS AS OF DECEMBER 31,2004 Total fund balances - governmental $ 5,665,552 Amounts reported for the governmental activities in the statement of net assets are different because: Capital assets used in governmental activities are not fInancial resources and therefore are not reported as assets in governmental funds. Cost of capital assets Less: accumulated depreciation 9,866,546 (1,538,623) Long-term liabilities, including bonds payable, are not due and payable in the current period and therefore are not reported as liabilities in the funds. Long-term liabilities at year-end consist of: Bond principal payable Less bond discount net of accmnulated amortization Accrued vacation payable (5,710,000) 118,113 (19,418) Some receivables are not available soon enough to pay for the current period's expenditures, and therefore are deferred in the funds Special assessments Taxes 1,383,543 57,761 Governmental funds do not report a liability for accrued interest until due and payable (88,892) Total net assets - governmental activities $ 9,734,582 The notes to the fmancial statements are an integral part of this statement. -9- CITY OF CENTERVILLE, MINNESOTA STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES (DEFICITS) GOVERNMENTAL FUNDS YEAR ENDED DECEMBER 31, 2004 412 Municipal Debt Street General Service Improvement REVENUES General property taxes and other Property taxes $ 1,476,123 $ $ Tax increments Licenses and permits 234,463 Intergovernmental 192,554 Charges for services 2,346 Fines and forfeitures 23,202 Special assessments 2,202 722,045 Interest on investments 29,175 62,120 17,610 Miscellaneous 44,121 19,000 TOTAL REVENUES 2,004,186 803,165 17,610 EXPENDITURES Current General government 481,213 Public safety 842,191 Public works 293,699 Culture and recreation 64,198 Economic development 8,266 Miscellaneous 18,103 Capital outlay 170,311 1,869,016 Debt service Principal 565,000 Interest and other 112,592 5,858 TOTAL EXPENDITURES 1,877,981 677 ,592 1,874,874 EXCESS (DEFICIENCY) OF REVENUES OVER (UNDER) EXPENDITURES 126,205 125,573 (1,857,264) OTHER FINANCING SOURCES (USES) Sale of general fixed assets 110,000 Transfers in 14,969 Bond issued 77,817 2,143,633 Transfers out (3,452) TOTAL OTHER FINANCING SOURCES (USES) 121,517 77,817 2,143,633 NET CHANGE IN FUND BALANCES 247,722 203,390 286,369 FUND BALANCES (DEFICITS), JANUARY I 1,068,381 2,667,027 FUND BALANCES, DECEMBER 31 $ 1,316,103 $ 2,870,417 $ 286,369 The notes to the financial statements are an integral part of this statement. -10- 446 Other Total Hunter's Governmental Governmental Crossing Funds Funds $ $ $ 1,476,123 39,642 39,642 234,463 192,554 2,346 23,202 724,247 6,117 24,066 139,088 8,082 106,227 177,430 14,199 169,935 3,009,095 481,213 842,191 293,699 2,157 66,355 8,266 18,103 655,320 308,008 3,002,655 565,000 118,450 655,320 310,165 5,395,932 (641,121) (140,230) (2,386,837) 110,000 3,452 18,421 758,550 2,980,000 (14,969) (18,421) 758,550 (11,517) 3,090,000 117,429 (151,747) 703,163 (10,856) 1,237,837 4,962,389 $ 106,573 $ 1,086,090 $ 5,665,552 -11- CITY OF CENTERVILLE, MINNESOTA RECONCILIATION OF TIiE STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES (DEFICITS) TOTHESTATEMENTOFA~TlliS GOVERNMENTAL FUNDS YEAR ENDED DECEMBER 31, 2004 Total net change in fund balances - governmental funds Amounts reported for governmental activities in the statement of activities are different because: Capital outlays are reported in governmental funds as expenditures. However, in the statement of activities, the cost of those assets is allocated over the estimated useful lives as depreciation expense. Capital outlay Depreciation expense The capital projects funds accounted for the construction of Water and Sewer fund assets. These costs of these assets are recorded as expense in the fund statements. When these assets are complete, they assets are transferred from the governmental to the business type activities. The issuance of long-term debt provides current financial resources to governmental funds, while the repayment of principal oflong-term debt consumes the current fInancial resources of governmental funds. Neither transaction, however, has any effect on net assets. Also, governmental funds report the effect of issuance costs, premiums, discounts and similar items when debt is fIrst issued, whereas these amounts are deferred and amortized in the statement of activities. Principal repayments Debt issued or incurred Interest on long-term debt in the statement of activities differs from the amount reported in the governmental fund because interest is recognized as an expenditure in the funds when it is due, and thus requires the use of current fInancial resources. In the statement of activities, however interest expense is recognized as the interest accrues, regardless of when it is due. Governmental fund report debt issuance premiums and discounts as an other financing source or use at the time of issuance. Premimns and discounts are reported as an unamortized asset or liability in the district-wide fInancial statements. Certain revenues are recognized as soon as it is earned. Under the modified accrual basis of accounting certain revenues cannot be recognized until they are available to liquidate liabilities of the current period. Special assessments Property taxes Some expenses reported in the statement of activities do not require the use of current financial resources and, therefore, are not reported as expenditures in governmental funds. Loss on sale ofland Compensted absenses Change in net assets - governmental activities The notes to the fmancial statements are an integral part of this statement. -12- $ 703,163 2,698,185 (203,113) (387,349) 565,000 (2,980,000) (39,447) 106,505 914,521 29,518 (28,000) (9,941) $ 1,369,042 CITY OF CENTERVILLE, MINNESOTA STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES- BUDGET AND ACTUAL GENERAL FUND YEAR ENDED DECEMBER 31, 2004 Variance with Final Budget - Budgeted Amounts Actual Positive Origioal Final Amounts (Negative) REVENUES General property taxes $ 1,539,829 $ 1,539,829 $ 1,476,123 $ (63,706) Licenses and permits 259,200 259,200 234,463 (24,737) Intergovernmental 116,223 116,223 192,554 76,331 Charges for services 1,348 1,348 2,346 998 Fines and forfeitures 22,000 22,000 23,202 1,202 Special assessments 2,202 2,202 Interest on investments 25,000 25,000 29,175 4,175 Miscellaneous 38,400 38,400 44,121 5,721 TOTAL REVENUES 2,002,000 2,002,000 2,004,186 2,186 EXPENDITURES Current General government 445,791 466,791 481,213 (14,422) Public safety 823,115 746,115 842,191 (96,076) Public works 239,756 307,756 293,699 14,057 Culture and recreation 75,832 62,832 64,198 (1,366) Economic development 5,000 11,000 8,266 2,734 Miscellaneous 16,000 20,000 18,103 1,897 Capital outlay 398,506 389,506 170,311 219,195 TOTAL EXPENDITURES 2,004,000 2,004,000 1,877,981 126,019 EXCESS (DEFICIENCY) OF REVENUES OVER (UNDER) EXPENDITURES (2,000) (2,000) 126,205 128,205 OTHER FINANCING SOURCES (USES) Sale of fixed assets 11 0,000 11 0,000 Transfers in 14,969 14,969 Transfers out (3,452) (3,452) TOTAL OTHER FINANCING SOURCES (USES) 121,517 121,517 NET CHANGE IN FUND BALANCES (2,000) (2,000) 247,722 249,722 FUND BALANCES, JANUARY I 1,068,381 1,068,381 1,068,381 FUND BALANCES, DECEMBER 31 $ 1,066,381 $ 1,066,381 $ 1,316,103 $ 249,722 The notes to the fmancial statements are an integral part of this statement. -13- CITY OF CENTERVILLE, MINNESOTA STATEMENT OF NET ASSETS PROPRIETARY FUNDS DECEMBER 31, 2004 Business-type Activities - Enterprise Funds Water Sewer Total ASSETS CURRENT ASSETS Cash and temporary investments $ 856,731 $ 2,156,799 $ 3,013,530 Receivables Accrued interest 3,043 7,752 10,795 Accounts 47,688 75,358 123,046 Special assessments Current 459 459 918 Due from other funds 40,000 40,000 Inventories 12,780 12,780 TOTAL CURRENT ASSETS 960,701 2,240,368 3,201,069 NONCURRENT ASSETS Special assessments receivable - deferred 184,145 112,964 297,109 Deferred charges 1,484 1,813 3,297 Non-depreciable capital assets 1,310,687 76,447 1,387,134 Capital assets 2,625,951 2,927,534 5,553,485 Less accumulated depreciation (503,768) (666,188) (1,169,956) TOTAL NONCURRENT ASSETS 3,618,499 2,452,570 6,071,069 TOTAL ASSETS 4,579,200 4,692,938 9,272,138 LIABILITIES CURRENT LIABILITIES Accounts payable 48,124 11,013 59,137 Contracts payable 33,168 33,168 Accrued salaries payable 3,886 3,886 7,772 Accrued interest payable 3,507 4,286 7,793 TOTAL CURRENT LIABILITIES 88,685 19,185 107,870 NONCURRENT LIABILITIES Due within one year 33,750 41,250 75,000 Due in more than one year 143,250 181,750 325,000 TOTAL NONCURRENT LIABILITIES 177,000 223,000 400,000 TOTAL LIABILITIES 265,685 242,185 507,870 NET ASSETS Invested in capital assets, net of related debt 1,945,183 2,038,346 3,983,529 Restricted for future expansion 71,631 71,631 Uillestricted 2,368,332 2,340,776 4,709,108 TOTAL NET ASSETS $ 4,313,515 $ 4,450,753 $ 8,764,268 The notes to the financial statements are an integral part of this statement. -14- CITY OF CENTERVILLE, MINNESOTA STATEMENT OF REVENUES, EXPENSES AND CHANGES IN FUND NET ASSETS PROPRlETARY FUNDS YEAR ENDED DECEMBER 31,2004 Business-type Activities - Enterprise Funds Water Sewer Total OPERATING REVENUES Charges for services $ 193,938 $ 254,694 $ 448,632 OPERATING EXPENSES Salaries and benefits 47,823 48,882 96,705 Supplies 15,615 1,680 17,295 Other services and charges 39,084 21,956 61,040 Utilities 2,118 1,060 3,178 MCES - disposal charges 115,945 115,945 Depreciation and amortization 76,208 85,015 161,223 TOTAL OPERATING EXPENSES 180,848 274,538 455,386 OPERATING INCOME (LOSS) 13,090 (19,844) (6,754) NONOPERATING REVENUES (EXPENSES) Interest on investments 28,622 54,151 82,773 Special assessments 25,636 14,422 40,058 Hook up fees and unit charges 75,451 64,593 140,044 Interest expense (8,611) (10,523) (19,134) TOTAL NONOPERATING REVENUES (EXPENSES) 121,098 122,643 243,741 INCOME BEFORE CONTRlBUTIONS AND TRANSFERS 134,188 102,799 236,987 CAPITAL CONTRIBUTIONS FROM OTHER FUNDS 372,232 15,117 387,349 TRANSFERS IN (OUT) (3,635) 3,635 CHANGES IN l\'ET ASSETS 502,785 121,551 624,336 FUND NET ASSETS, JANUARY 1 3,810,730 4,329,202 8,139,932 FUND NET ASSETS, DECEMBER 31 $ 4,313,515 $ 4,450,753 $ 8,764,268 The notes to the financial statements are an integral part of this statement. -15- CITY OF CENTERVILLE, MINNESOTA COMBINING STATEMENT OF CASH FLOWS ENTERPRISE FUNDS YEAR ENDED DECEMBER 31, 2004 Business-type Activities - Enterprise Funds Water Sewer T olal CASH FLOWS FROM OPERATING ACTIVITIES NET CASH PROVIDED (USED) BY NONCAPITAL FINANCING ACTIVITIES $ 194,642 $ 250,452 $ 445,094 21,528 (132,338) (110,810) (45,545) (46,604) (92,149) 170,625 71,510 242,135 (43,635) (43,635) 3,635 3,635 (43,635) 3,635 (40,000) Receipts from customers and users Payments to suppliers Payments to employees NET CASH PROVIDED BY OPERATING ACTIVITIES CASH FLOWS FROM NONCAPITAL FINANCING ACTIVITIES Transfers out Transfers from other funds CASH FLOWS FROM CAPITAL AND RELATED FINANCING ACTIVITIES Purchase and construction of capital assets Hook up fees and unit charges Special assessments received Principal paid on bonds Interest paid on bonds (772,122) (53,813) (825,935) 75,451 64,593 140,044 81,132 69,154 150,286 (31,500) (38,500) (70,000) (9,188) (11,229) (20,417) (656,227) 30,205 (626,022) 29,659 52,431 82,090 (499,578) 157,781 (341,797) 1,356,309 1,999,018 3,355,327 $ 856,731 $ 2,156,799 $ 3,013,530 NET CASH PROVIDED (USED) BY CAPITAL AND RELATED FINANCING ACTIVITIES CASH FLOWS FROM INVESTING ACTIVITIES Interest received on investments NET INCREASE (DECREASE) IN CASH AND CASH EQUN ALENTS CASH AND CASH EQUIVALENTS, JANUARY I CASH AND CASH EQUIVALENTS, DECEMBER 31 The notes to the fInancial statements are an integral part of this statement. -16- Business-type Activities - Enterprise Funds Water Sewer Total RECONCILIATION OF OPERATING INCOME (LOSS) TO NET CASH PROVIDED BY OPERATING ACTNITIES Operating income (loss) $ 13,090 $ (19,844) $ (6,754) Adjustments to reconcile operating income (loss) to net cash provided by operating activities Depreciation 76,208 85,015 161,223 (Increase) decrease in assets: J\ccountsreceivable 704 (4,242) (3,538) Inventories (1,357) (1,357) Increase (decrease) in liabilities: Accounts payable 79,702 8,303 88,005 Accrued salaries 2,278 2,278 4,556 NET CASH PROVIDED BY OPERATING ACTIVITIES $ 170,625 $ 71,510 $ 242,135 NONCASH CAPITAL AND RELATED FINANCING ACTIVITIES Assets contributed by other funds $ 372,232 $ 15,117 $ 387,349 -17- CITY OF CENTERVILLE, MINNESOTA NOTES TO FINANCIAL STATEMENTS DECEMBER 31, 2004 Note 1: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES A. Reporting Entity The City of Centervi11e, Minnesota (the City), operates under the "Optional Plan A" form of government as defmed in the State of Minnesota statutes. Under this plan, the government of the City is directed by a Council composed of an elected Mayor and four elected Council Members. The Council exercises legislative authority and detetmines all matters of policy. The Council appoints personnel responsible for the proper administration of all affairs relating to the City. The City bas considered all potential units for which it is fmancially accountable, and other organizations for which the natore and significance of their relationship with the City are such that exclusion would cause the City's financial statements to be misleading or incomplete. The Governmental Accounting Standards Board (GASB) has set forth criteria to be considered in determining fmancial accountability. These criteria include appointing a voting majority ofan organization's goveruing body, and (1) the ability of the primary government to impose its will on that organization or (2) the potential for the organization to provide specific benefits to, or impose specific financial burdens on the primary government. The City does not bave any component units. B. Government-wide and Fund Financial Statements The government-wide financial statements (i.e., the statement of net assets and the statement of changes in net assets) report information on all of the nonfiduciary activities of the primary government and its component units. For the most part, the effect of interfund activity bas been removed from these statements. Governmental activities, which normally are supported by taxes and intergovernmental revenues, are reported separately from business-type activities, which rely to a significant extent on fees and charges for support. The statement of activities demonstrates the degree to which the direct expenses of a given function or segment are offset by program revenues. Direct expenses are those that are clearly identifiable with a specific function or segment. Program revenues include I) charges to customers or applicants who purchase, use, or directly benefit from goods, services, or privileges provided by a given function or segment and 2) grants and contributions that are restricted to meeting the operational or capital requirements of a particular function or segment. Taxes and other items not properly included among program revenues are reported instead as general revenues. Separate fmancial statements are provided for governmental funds and proprietary funds. Major individual governmental funds and major individual enterprise funds are reported as separate columns in the fund fmancial statements. C. Measurement Focus, Basis of Accounting, and Financial Statement Presentation The government-wide fmancial statements are reported using the economic resources measurement focus and the accrual basis of accounting, as are the proprietary fund financial statements. Revenues are recorded when earned and expenses are recorded when a liability is incurred, regardless of the tinting of related cash flows. Property taxes are recognized as revenues in the year for which they are levied. Grants and similar items are recognized as revenue as soon as all eligibility requirements imposed by the provider bave been met. Governmental fund financial statements are reported using the current financial resources measurement focus and the modified accrual basis of accounting. Revenues are recognized as soon as they are both measurable and available. Revenues are considered to be available when they are collectible within the current period or soon enough thereafter to pay liabilities of the current period. For this purpose, the City considers revenues to be available if they are collected within 60 days of the end of the current fiscal period. Expenditores generally are recorded when a liability is incurred, as under accrual accounting. However, debt service expenditores, as well as expenditores related to compensated absences and claims and judgroents, are recorded ouly when payment is due. Property taxes, franchise taxes, licenses and interest associated with the current fiscal period are all considered to be susceptible to accrual and so have been recognized as revenues of the current fiscal period. Only the portion of special assessments receivable due within the current fiscal period is considered to be susceptible to accrual as revenue of the current period. All other revenue items are considered to be measurable and available ouly when cash is received by the City. -18- CITY OF CENTERVILLE, MINNESOTA NOTES TOFINANClAL STATEMENTS DECEMBER 31, 2004 Note I: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - CONTINUED Revenue resulting from exchange transactions, in which each party gives and receives essentially equal value, is recorded on the accrual basis when the exchange takes place. On a modified accrual basis, revenue is recorded in the year in which the resources are measurable and become available. Non-exchange transactions, in which the City receives value without directly giving equal value in return, include property taxes, grants, entitlement and donations. On an accrual basis, revenue from property taxes is recognized in the year for which the tax is levied. Revenue from grants, entitlements and donations is recognized in the year in which all eligibility requirements have been satisfied. Eligibility requirements include timing requirements, which specify the year when the resources are required to be used or the year when use is first perntitted, matching requirements, in which the City must provide local resources to be used for a specified purpose, and expenditure requirements, in which the resources are provided to the City on a reimbursement basis. On a modified accrual basis, revenue from non-exchange transactions must also be available before it can be recognized. Deferred revenue arises when assets are recognized before revenue recognition criteria have been satisfied. Grants and entitlements received before eligibility requirements are met are also recorded as deferred revenue. On the modified accrual basis, receivables that will not be collected within the available period have also been reported as deferred revenue in the fund financial statements. The preparation of financial statements in conforntity with accounting principles generally accepted in the United States of America requires management to make estimates and assumptions that affect certain reported amounts and disclosures. Accordingly, actual results could differ from those estimates. The City reports the following major governmental funds: The Generalfund is the City's primary operating fund. It accounts for all fmancial resources of the City, except those required to be accounted for in another fund. The Debt Service fund accounts for the resources accumulated and payments made for principal and interest on long-term general obligation debt of governmental funds. The 2004 Municipal Street Project fund accounts for the resources to complete the street project. The Hunter's Crossing.fund accounts for the resources to complete the capital project development. The City reports the following major proprietary funds: The Water fund accounts for the activities of the water distribution system the City maintains. The Sewer fund accounts for the activities of the City's sewage collection operations. Private-sector standards of accounting and financial reporting issued prior to December I, 1989, generally are followed in both the government-wide and proprietary fund financial statements to the extent that those standards do not conflict with or contradict guidance of the Governmental Accounting Standards Board (GASB). Governments also have the option offollowing subsequent private-sector guidance for their business-type activities and enterprise funds, subject to this same limitation. The City has elected not to follow subsequent private-sector guidance. As a general rule the effect of interfund activity has been eliminated from government-wide financial statements. Exceptions to this general rule are charges between the City's water and sewer function and various other functions of the City. E1imination of these charges would distort the direct costs and program revenues reported for the various fimCtiODS concerned. -19- CITY OF CENTERVILLE, MINNESOTA NOTES TO FINANCIAL STATEMENTS DECEMBER 31, 2004 Note 1: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - CONTINUED Amounts reported as program revenues include I) charges to customers or applicants for goods, services, or privileges provided, 2) operating grants and contribution, and 3) capital grants and contributions, including special assessments. Internally dedicated resources are reported as general revenues rather than as program revenues. Likewise, general revenues include all taxes. Proprietary funds distinguish operating revenues and expenses from nonoperating items. Operating revenues and expenses generally result from providing services and producing and delivering goods in connection with a proprietary fund's principal ongoing operations. The principal operating revenues of the City enterprise funds are charges to customers for sales and services. Operating expenses for enterprise funds include the cost of sales and services, administrative expenses and depreciation on capital assets. All revenues and expenses not meeting this definition are reported as nonoperating revenues and expenses. When both restricted and unrestricted resources are available for use, it is the City's policy to use restricted resources first, then unrestricted resources as they are needed. D. Assets, Liabilities and Net Assets or Equity Deposits and Investments The City's cash and cash equivalents are considered to be cash on hand, demand deposits and short-term investments with original maturities of three months or less from the date of acquisition. Cash balances from all funds are pooled and invested, to the extent available, in certificates of deposit and other authorized investroents. Earnings from such investments are allocated on the basis of applicable participation by each of the funds. Minnesota statutes authorize the City to invest in obligations of the U.S. Treasury, commercial paper, corporate bonds, repurchase agreements and shares ofinvestroent companies registered under the Federal Investment Company Act of 1940 and whose only investments are obligations guaranteed by the United States or its agencies. Investments for the City are reported at fair value. The Minnesota Municipal Money Market Fund (4M) investment pool operates in accordance with appropriate Minnesota laws and regulations. The reported value of the pool is the same as the fair value of the pool share. Accounts Receivable Accounts receivable include amounts billed for services provided before year end. Unbilled utility enterprise fund receivables are also included for services provided in 2004. The City annually certifies delinquent water and sewer accounts to the County for collection in the following year. Therefore, there has been no allowance for doubtful accounts established. Interfund Receivables and Payables Activity between funds that are representative of lending/borrowing arrangements outstanding at the end of the fiscal year are referred to as either "due to/from other funds" (i.e., the current portion of interfund loans) or "advances to/from other funds" (i.e., the non-current portion ofinterfund loans). All other outstanding balances between funds are reported as "due to/from other funds." Any residual balances outstanding between the governmental activities and business-type activities are reported in the government-wide financial statements as "internal balances." -20- CITY OF CENTERVILLE, MINNESOTA NOTES TO FINANCIAL STATEMENTS DECEMBER 31, 2004 Note 1: SUMMARY OF SIGNlFlCANT ACCOUNTING POLICIES - CONTINUED Property Taxes The Council annually adopts a tax levy in December and certifies it to the County for collection in the following year. The County is responsible for collecting all property taxes for the City. These taxes attach an enforceable lien on taxable property within the City on January I and are payable by the property owners in two installments. The taxes are collected by the County Auditor and tax settlements are made to the City during January, July and December each year. Taxes payable on homestead property, as defined by Minnesota statutes, were partially reduced by a market value credit aid. The credit is paid to the City by the State of Minnesota (the State) in lieu of taxes levied against the homestead property. The State rentits this credit in two equal installments in October and December each year. Delinquent taxes receivable include the past six years' uncollected taxes. Delinquent taxes have been offset by a deferred revenue liability for delinquent taxes not received within 60 days after year end in the fund financial statements. Special Assessments Special assessments represent the fmancing for public improvements paid for by benefiting property owners. These assessments are recorded as receivables upon certification to the County. Special assessments are recognized as revenue when they are received in cash or within 60 days after year end. All special assessments receivable are offset by a deferred revenue liability in the fund financial statements. Inventories and Prepaid Items All inventories are valued at cost using the first-in/first-out (FIFO) method. Inventories of governmental funds are recorded as expenditures when consumed rather than when purchased. Certain payments to vendors reflect costs applicable to future accounting periods and are recorded as prepaid items in both government-wide and fund fmancial statements. Capital Assets Capital assets, which include property, plant, equipment and infrastructure assets (e.g., roads, bridges, sidewalks, and sintilar items) are reported in the applicable governmental or business-type activities columns in the government-wide fmancial statements. Capital assets are defined by the City as assets with an initial, individual cost of more than $5,000 (amount not rounded) and an estimated useful life in excess of three years. Such assets are recorded at historical cost or estimated historical cost if purchased or constructed. Donated capital assets are recorded at estimated fair market value at the date of donation. The costs ofnorrnal maintenance and repairs that do not add to the value of the asset or materially extend assets' lives are not capitalized. Major outlays for capital assets and improvements are capitalized as projects are constructed. Interest incurred during the construction phase of capital assets of business-type activities is included as part of the capitalized value of the assets constructed. -21- CITY OF CENTERVILLE, MINNESOTA NOTES TO FINANCIAL STATEMENTS DECEMBER 31, 2004 Note 1: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - CONTINUED Property, plant and equipment of the City are depreciated using the straight line method over the following estimated useful lives: Assets Land improvements Other improvements Buildings and improvements System improvements/infrastmcture Machinery and equipment Vehicles Other assets Useful Lives in Years 4 to 25 10 to 20 10 to 50 20 to 50 3 to 20 3tolO 3 to IS Compensated Absences It is the City's policy to permit employees to accumulate earned but unused paid time off benefits to a maximum of 176 hours. All paid time offpay is accrued when incurred in the government-wide and proprietary funds. A liability for these amounts is reported in governmental funds only if they have matured, for example, as a result of employee resignations and retirements. Uuion employees are allowed severance equal to their unused compensatory time. In governmental fund types the cost of these benefits is recognized when payments are made to the employees. Long-term Obligations In the government-wide financial statements, and proprietary fund types in the fund fmancial statements, long-term debt and other long-term obligations are reported as liabilities in the applicable governmental activities, business- type activities or proprietary fund type statement of net assets. Beginning January I, 2003, bond premiums and discounts, as well as issuance costs, are deferred and amortized over the life of the bonds using the straight-line method. Bond issuance costs are reported as deferred charges and amortized over the term of the related debt. In the fund fmancial statements, govermnental fund types recognized bond premiums and discounts, as well as bond issuance costs, during the current period. The face amount of debt issued is reported as other fmancing sources. Premiums received on debt issuances are reported as other financing sources while discounts on debt issuances are reported as other fmancing uses. Issuance costs, whether or not withheld from the actual debt proceeds received, are reported as debt service expenditures. Fund Equity In the fund fmancial statements, govermnental funds report reservations of fund balance for amounts that are not available for appropriation or are legally restricted by outside parties for use for a specific purpose. Designations of fund balance represent tentative management plans that are subject to change. -22- CITY OF CENTERVILLE, MINNESOTA NOTES TO FINANCIAL STATEMENTS DECEMBER 31, 2004 Note 2: STEWARDSHIP, COMPLIANCE, AND ACCOUNTABILITY A. Budgetary Information Annual budgets are adopted on a basis consistent with accounting principles generally accepted in the United States of America for the General fund. All annual appropriations lapse at fiscal year end. The City does not use encumbrance accounting. In August of each year, all departments of the City submit requests for appropriations to the City Administrator so that a budget may be prepared. Before September 15, the proposed budget is presented to the Council for review. The Council holds public hearings and a fmal budget is prepared and adopted in early December. The appropriated budget is prepared by fund, function and deparlment. The City's department heads, with the approval of the City Administrator, may make transfers of appropriations within a department. Transfers of appropriations between departments require the approval of the CounciL The legal level of budgetary control is the department leveL Budgeted amounts are as originally adopted, or as amended by the CounciL The budget was amended in 2004. B. Excess of Expenditures Over Appropriations For the year ended December 31, 2004, expenditures exceeded appropriations in the following departments (the legal level of budgetary control). Generalgovennnent Administration Assessing Legal and accounting General government bnilding Public safety Police protection Fire protection Civil defense Animal control Public works Engineering services Culture and recreation $ 12,443 203 1,022 5,446 4,697 110,106 727 426 5,022 1,366 These over expenditures were funded by lower than expected expenditures in other departroents and greater than anticipated revenues. C. Deficit Fund Equity The following funds had a deficit fund balaoce as of December 31, 2004: Fund Amount Debt service Elementary School Water Extension Capital projects TIF District 1-4 $ 38,778 6,985 The City plaos to fund these deficits with future revenues from tax increment, special assessments and transfer from other funds. -23- CITY OF CENTERVILLE, MINNESOTA NOTES TO FINANCIAL STATEMENTS DECEMBER 31, 2004 Note 3: DETAILED NOTES ON ALL FUNDS A, Deposits and Investments In accordance with Minnesota Statutes and as authorized by the Council, the City maintains deposits at those depository banks, all of which are members of the Federal Reserve System. Minnesota Statutes require that all City deposits be protected by insurance, surety bond, or collateral. The market value of collateral pledged must equal 110% of the deposits not covered by insurance or bonds (140% in the case of mortgage notes pledged). Authorized collateral includes the legal investments described below, as well as certain first mortgage notes, and certain other State or local government obligations. Minnesota Statutes require that securities pledged as collateral be held in safekeeping by the City or in a fmancial institution other than that furnishing the collateral. At year end, the City's carrying amount of deposits was $6,928,201 and the bank balance was $6,908,282. Of the bank balance, $677,100 was covered by federal depository insurance or by collateral held by the City's agent in the City's name. The remaining balance of$6,231,182 was collateralized with securities held by the pledging financial institution's trust department or agent in the City's name. Investments are categorized into these three categories of credit risk: 1. Insured or registered, or securities held by the City or its agent in the City's name. 2. Uninsured and unregistered, with securities held by the counterparty's trust department or agent in the City's name. 3. Uninsured and unregistered, with securities held by the counterparty, or by its trust department or agent, but not in the City's name. At year end, the City's investment balances were as follows: Category 2 3 Reported! Amount Fair Value U.S. Government Securities $ 1.855.529 $ $ $ 1,855,529 Investments not subject to categorization Broker money market accounts 4M Investment Pool 41,797 5,113 Total investments $ 1.902.439 Total cash and investments: Carrying amount of deposits Investments Cash with fiscal agent Petty cash $ 6,928,20 I 1,902,439 5,500 350 $ 8.836.490 Total -24- CITY OF CENTERVILLE, MINNESOTA NOTES TO FINANCIAL STATEMENTS DECEMBER 31, 2004 Note 3: DETAILED NOTES ON ALL FUNDS - CONTINUED B. Receivables A summary of all intergovernmental receivables as of December 31, 2004 is as follows: Fund Governmental activities General County State Total $ 12,388 $ 153,074 $ 165.462 Governmental funds report deferred revenue in connection with receivables for revenues that are not considered to be available to liquidate liabilities of the current period. Governmental funds also defer revenue recognition in connection with resources that have been received, but not yet earned. At the end of the current fiscal year, the various components of deferred revenue and unearned revenue reported in the governmental funds were as follows: Unavailable Unearned General fund Taxes Special assessments Debt service funds Special assessments $ 30,858 14,093 $ 1,338,591 Total $ 1,383,542 $ -25- CITY OF CENTERVILLE, MINNESOTA NOTES TO FINANCIAL STATEMENTS DECEMBER 31, 2004 Note 3: DETAILED NOTES ON ALL FUNDS - CONTINUED C. Capital Assets Capital asset activity for the year ended December 31,2004 was as follows: Beginning Ending Balance Increases Decreases Balance Governmental activities Capital assets not being depreciated Land $ 1,241,300 $ $ (28,000) $ 1,213,300 Construction in progress 603,879 2,057,279 2,661,158 Total capital assets not being depreciated 1,845,179 2,057,279 (28,000) 3,874,458 Capital assets being depreciated Buildings 1,031,981 1,031,981 Infrastructure 4,131,565 197,525 4,329,090 Machinery and equipment 579,885 56,032 (4,900) 631,017 Total capital assets being depreciated 5,743,431 253,557 (4,900) 5,992,088 Less accumulated depreciation for Buildings (520,519) (17,572) (538,091) Infrastructure (629,713) (136,483) (766,196) Machinery and equipment (190,178) (49,058) 4,900 (234,336) Total accumulated depreciation (1,340,410) (203,113) 4,900 (1,538,623) Total capital assets being depreciated, net 4,403,021 50,444 4,453,465 Governmental activities capital assets, net $ 6,248.200 $ 2,107,723 $ (28,000) $ 8.327,923 -26- CITY OF CENTERVILLE, MINNESOTA NOTES TO FINANCIAL STATEMENTS DECEMBER 31, 2004 Note 3: DETAILED NOTES ON ALL FUNDS - CONTINUED Beginning Ending Balance Increases Decreases Balance Bnsiness-type activities Capital assets not being depreciated Construction in progress $ 246,105 $ 1,141,029 $ $ 1,387,134 Capital assets being depreciated Infrastructure 5,481,230 72,255 5,553,485 Less accumulated depreciation for Infrastructure (1,009,393) (160,563) (1,169,956) Total capital assets being depreciated, net 4,471,837 (88,308) 4,383,529 Business-type activities capital assets, net $ 4,717,942 $ 1,052,721 $ $ 5,770,663 Depreciation expense was charged to functions/programs of the City as follows: Governmental activities General government Public safety Streets and highways Culture and recreation $ 27,175 5,764 129,555 40,619 Total depreciation expense - governmental activities $ 203.1 13 Business-type activities Water Sewer Total depreciation expense - business-type activities $ 75,911 84,652 $ 160.563 -27. CITY OF CENTERVILLE, MINNESOTA NOTES TO FINANCIAL STATEMENTS DECEMBER 31, 2004 Note 3: DETAILED NOTES ON ALL FUNDS - CONTINUED D. Long-term Debt General Obligation Bonds The gove=ent issues general obligation bonds to provide funds for the acquisition and construction of major capital facilities. General obligation bonds have been issued for governmental activities. General obligation bonds are direct obligations and pledge the full faith and credit of the City. General obligation bonds currently outstanding are as follows: General Obligation Improvement Bonds The following bonds were issued to finance various improvements and will be repaid primarily from special assessments levied on the properties benefiting from the improvements. Some issues, however, are partly financed by ad valorem tax levies. All special assessment debt is backed by the full faith and credit of the City. Each year the combined assessment and tax levy equals 105 percent of the amount required for debt service. The excess of 5 percent is to cover any delinquencies in tax or assessment payments. Description Balance Authorized Interest Issue Maturity at and Issued Rate Date Date Year End $ 615,000 4.25 - 4.50 % 08/01/1998 02/01/2009 $ 340,000 650,000 4.75 - 5.25 11/01/2000 02/01/2011 100,000 990,000 3.20 - 4.45 11/01/2001 02/01/2013 915,000 635,000 3.00 - 4.10 10/31/2002 02/01/2014 635,000 G.O. Improvement Bonds of 1998 G.O. Improvement Bonds of 2000 G.O. Improvement Bonds of 200 1 G.O. Improvement Bonds of 2002 G.O. Temporary Improvement Bonds of 2003 G.O. Temporary Improvement Bonds of 2004A G.O. Improvement Bonds of 2004B 740,000 1.50 07/01/2003 07/01/2006 740,000 780,000 1.75 04/01/2004 04/01/2007 780,000 2,200,000 2.25 - 4.50 06/01/2004 02/01/2020 2,200,000 Total General Obligation Improvement Bonds $ 5.710,000 -28- CITY OF CENTERVILLE, MINNESOTA NOTES TO FINANCIAL STATEMENTS DECEMBER 31, 2004 Note 3: DETAILED NOTES ON ALL FUNDS - CONTINUED Annual debt service requirements for general obligation improvement bonds are as follows: Year Ending December 31, General Obligation Improvement Bonds Governmental Activities Principal Interest Total Total $ 205,000 $ 198,804 $ 403,804 1,065,000 175,793 1,240,793 1,125,000 146,530 1,271,530 360,000 127,115 487,115 375,000 113,579 488,579 1,540,000 373,851 1,913,851 845,000 139,820 984,820 195,000 4,387 199,387 $ 5.710.000 $ 1.279.879 $ 6.989.879 2005 2006 2007 2008 2009 2010 - 2014 2015 - 2019 2020 - 2024 General Obligation Revenue Bonds The following bonds were issued to fmance improvements to the water system They will be retired by user charges and are backed by the full faith and credit of the City. Balance Authorized Interest Issue Maturity at Description and Issued Rate Date Date Year End G.O. Water Revenue Bonds of 1998 $ 720,000 4.40-4.80 % 07/01/98 02/01/09 $ 400.000 Annual debt service requirements for general obligation revenue bonds are as follows: G.O. Revenue Bonds Year Ending Business-type Activities December 31, Principal Interest Total 2005 $ 75,000 $ 17,015 $ 92,015 2006 75,000 13,603 88,603 2007 80,000 9,998 89,998 2008 85,000 6,099 91,099 2009 85,000 2,039 87,039 Total $ 400.000 $ 48.754 $ 448.754 -29- CITY OF CENTERVILLE, MINNESOTA NOTES TO FrnANClAL STATEMENTS DECEMBER 31, 2004 Note 3: DETAILED NOTES ON ALL FUNDS - CONTINUED Changes in Long-tenn Liabilities. During the year ended December 31,2004, the following changes occurred in liabilities reported in the generallong-term debt account group. Beginning Balance Ending Balance Decreases Increases Governmental activities Bonds payable General obligation bonds General obligation revenne bonds $ 3,065,000 $ 2,980,000 $ (335,000) $ 5,710,000 Total bonds payable 2,980,000 (230,000) (565,000) 5,710,000 230,000 3,295,000 Compensated absences payable 25,579 (15,637) 19,419 9,477 Governmental activity long-term liabilities $ 3,005.579 $ (580,637) $ 5,729,419 $ 3,304,477 Business-type activities Bonds payable General obligation revenue bonds Compensated absences payable $ 470,000 $ $ (70,000) $ 400,000 (337) 5,648 3,567 2,418 Business-type activity long-term liabilities $ 3,567 $ (70,337) $ 405.648 $ 472,418 Construction Commitments Due Within One Year $ 205,000 205,000 19,419 $ 224,419 $ 75,000 5,648 $ 80,648 The City bas an active construction project as of December 31, 2004. The project is the construction of a water tower. At year end the City's commitments with contractors are as follows: Spent Remaining Contractor to Date Commitment Maguire Iron $ 630,197 $ 312,917 Northdale Construction 484,734 114,016 Dave Perkins Contracting 429,706 58,695 Dressel Contracting 1,516,287 189,972 Total $ 3,060,924 $ 675,600 -30- CITY OF CENTERVILLE, MINNESOTA NOTES TO FINANCIAL STATEMENTS DECEMBER 31, 2004 Note 3: DETAILED NOTES ON ALL FUNDS - CONTINUED E. !nterfund Receivables, Payables and Transfers Tbe composition of interfund balances as of December 31, 2004, is as follows: Due to/from other funds: Receivable Fund Payable Fund Amount Enterprise Water Debt Service $ 40.000 Tbe following is a schedule of interfund transfers as of December 31, 2004: Transfer in: Noumajor General governmental Sewer Fund Fund Funds Enterprise Total Transfer out: General $ $ 3,452 $ $ 3,452 Peltier Park 3,807 3,807 Noumajor governmental 11,162 11,162 Water enterprise 3,635 3,635 Total transfers out $ 14.969 $ 3.452 $ 3.635 $ 22.056 Transfers in the governmental funds were completed to close out funds. Transfers from the Water and Sewer funds were completed for project costs. F. Tax Increment Districts The City is the administering authority for the following tax increment fmancing district: Tax Increment District No. 1-4 Type of district Economic Year established 8/24/1995 Tax capacity Original Current $ 4,811 34,500 Captured - retained $ 29.689 -31- CITY OF CENTERVILLE, MINNESOTA NOTES TO FINANCIAL STATEMENTS DECEMBER 31, 2004 Note 3: DETAILED NOTES ON ALL FUNDS - CONTINUED G. Fund Equity Reservations and Designations The components of fund equity are descnbed in Note 1. Certain reservations and designations have been made in the following funds: Fund Net assets - Reserved Enterprise Sewer Purpose Amount Senior housing project corrnnitment $ 71,631 Fund balance - Reserved Debt Service General Debt service on bonds issued Prepaids $ 2,909,195 18,149 Total reserved fund balance $ 2,927,344 Fund balance - Unreserved - Designated General Working capital $ 1,297,954 Note 4: DEFINED BENEFIT PENSION PLANS - STATEWIDE A. Plan Description All full-time and certain part-time employees of the City are covered by defined benefit plans administered by the Public Employees Retirement Association of Minnesota (PERA). PERA administers the Public Employees Retirement Fund (PERF), which is a cost-sharing, multiple-employer retirement plan. The plan is established and administered in accordance with Minnesota statutes, chapters 353 and 356. PERF members belong to either the Coordinated Plan or the Basic Plan. Coordinated Plan members are covered by Social Security and Basic Plan members are not. All new members must participate in the Coordinated Plan. PERA provides retirement beuefits as well as disability benefits to members, and benefits to survivors upon death of eligible members. Benefits are established by Minnesota statute, and vest after three years of credited service. The defmed retirement benefits are based on a member's highest average salaty for any five successive years of allowable service, age and years of credit at tennination of service. Two methods are used to compute benefits for PERF's Coordinated and Basic Plan members. The retiring member receives the higher of a step-rate benefit accrual fonnula (Method I) or a level accrual fonnula (Method 2). Under Method I, the annuity accrual rate for a Basic Plan member is 2.2 percent of average salaty for each of the first 10 years of service and 2.7 percent for each remaining year. The annuity accrual rate for a Coordinated Plan member is 1.2 percent of average salaty for each of the first 10 years and 1.7 percent for each remaining year. Under Method 2, the annuity accrual rate is 2.7 percent of average salaty for Basic Plan members and 1.7 percent for Coordinated Plan members for each year of service. For all PERF members whose annuity is calculated using Method 1, a full annuity is available when age plus years of service equal 90. A reduced retirement annuity is also available to eligible members seeking early retirement. -32- CITY OF CENTERVILLE, MINNESOTA NOTES TO FINANCIAL STATEMENTS DECEMBER 31,2004 Note 4: DEFINED BENEFIT PENSION PLANS - STATEWIDE - CONTINUED There are different types of annuities available to members upon retirement. A normal annuity is a lifetime annuity that ceases upon the death of the retiree - - no survivor annuity is payable. There are also various types of joint and survivor annuity options available which will reduce the monthly normal annuity amount, because the annuity is payable over joint lives. Members may also leave their contributions in the fund upon termination of public service in order to qualify for a deferred annuity at retirement age. Refunds of contributions are available at any time to members who leave public service, but before retirement benefits begin. The benefit provisions stated in the previous paragraphs of this section are current provisions and apply to active plan participants. Vested, terminated employees who are entitled to benefits but are not receiving them yet are bound by the provisions in effect at the time they last terminated their public service. PERA issues a publicly available financial report that includes fmancial statements and required supplementary information for PERF. That report may be obtained on the web at www.mnpera.org, by writing to PERA, 60 Empire Drive, Suite 200, St. Paul, Minnesota 55103-1855 or by calling 651-296-7460 or 1-800-652-9026. B. Funding Policy Minnesota statutes, chapter 353 sets the rates for employer and employee contributions. These statutes are established and amended by the State legislature. The City makes annual contributions to the pension plans equal to the amount required by Minnesota statute. PERF Basis Plan members and Coordinated Plan members are required to contribute 9.10 percent and 5.10 percent, respectively, of their annual covered salary. The City is required to contribute the following percentages of annual covered payroll: 11.78 percent for Basic Plan PERF members and 5.53 percent for Coordinated Plan PERF members. The City's contributions to the PERF for the year ended December 31, 2004, 2003 and 2002 were $22,756, $23,440 and $20,932, respectively. The City's contributions were equal to the contractually required contributions for each year as set by Minnesota statutes. Note 5: OTHER INFORMATION A. Risk Management The City is exposed to various risks of/oss related to torts; theft of, damage to and destruction of assets; errors and omissions; injuries to employees; and natural disasters for which the City carries insurance. The City obtains insurance through participation in the League of Minnesota Cities Insurance Trust (LMCIT), which is a risk sharing pool with approximately 800 other governmental units. The City pays an annual premium to LMCIT for its workers compensation and property and casualty insurance. The LMCIT is self sustaining through member premiums and will reinsure for claims above a prescribed dollar amount for each insurance event. Settled claims have not exceeded the City's coverage in any of the past three fiscal years. Liabilities are reported when it is probable that a loss has occurred and the amount of the loss can be reasonably estimated. Liabilities, if any, include an amount for claims that have been incurred but not reported (lBNRs). The City's management is not aware of any incurred but not reported claims. B. Legal Debt Margin In accordance with Minnesota statutes, the City may not incur or be subject to net debt in excess of2 percent of the market value of taxable property within the City. Net debt is payable solely from ad valorem taxes and, therefore, excludes debt fmanced partially or entirely by special assessments, enterprise fund revenues or tax increments. The City does not have any debt subject to the 2 percent limit. -33- CITY OF CENTERVILLE, MINNESOTA NOTES TO FINANCIAL STATEMENTS DECEMBER 31, 2004 Note 6: COMMITMENTS In 1997, the City entered into a Joint Powers agreement with the Anoka County Housing and Redevelopment Authority (ACHRA) to provide senior housing within the City. The ACHRA has issued $1,290,000 of Housing Development Revenue Bonds to provide for construction costs of the project. The City has reserved $71,631 in the Sewer enterprise fund in accordance with the agreement with ACHRA. This amount is to be used in the event revenue is not sufficient to cover operating expenses and debt service. The City would also be liable for any deficit above the amount reserved. This commitment exists until December 31,2012. No expenses were incurred relating to the commitment in 2004. Note 7: PRIOR PERIOD ADJUSTMENT The City made the following prior period adjustment to add assets acquired in prior years: Adjustment! Restatement Governmental activities Additional assets added to list $ 786,000 -34- COMBINING AND INDIVIDUAL FUND STATEMENTS AND SCHEDULES CITY OF CENTERVILLE CENTERVILLE, MINNESOTA YEAR ENDED DECEMBER 31, 2004 CITY OF CENTERVILLE, MINNESOTA NONMAJOR GOVERNMENTAL FUNDS COMBINING BALANCE SHEET DECEMBER 31, 2004 Special Revenue Fund 614 402 Capital Projects Funds 414 415 Park Pedestrian Storm Cable T.V. Fund Trail Ways Water ASSETS Cash and temporary investments (deficits) $ 15,473 $ 316,204 $ 12,500 $ 302,397 Receivables Accrued interest 55 1,137 45 1,084 Delinquent taxes Accounts 4,160 7,864 TOTAL ASSETS $ 19,688 $ 317,341 $ 12,545 $ 311,345 LIABILITIES AND FUND BALANCES (DEFICITS) LIABILITIES Accounts payable $ $ $ $ 10,129 Due to other governments Contracts payable Accrued salaries payable 45 221 TOTAL LIABILITIES 45 10,350 FUND BALANCES (DEFICITS) Unreserved Undesignated 19,643 317,341 12,545 300,995 TOTAL FUND BALANCES (DEFICITS) 19,643 317,341 12,545 300,995 TOTAL LIABILITIES AND FUND BALANCES (DEFICITS) $ 19,688 $ 317,341 $ 12,545 $ 311,345 -35- Capital Projects Funds - Continued 317 438 440 441 442 443 Eagle Pheasant TlF Pheasant The Pass Marsh Pheasant District 1-4 Marsh Shores (Phase 2) (Phase 2) Marsh III $ (6,683) $ 155,909 $ $ 55,797 $ 56,864 $ 8,978 561 201 205 32 88 $ (6,595) $ 156,470 $ $ 55,998 $ 57,069 $ 9,010 $ $ $ $ 290 $ 788 $ 45 390 390 290 788 45 (6,985) 156,470 55,708 56,281 8,965 (6,985) 156,470 55,708 56,281 8,965 $ (6,595) $ 156,470 $ $ 55,998 $ 57,069 $ 9,010 -36- TillS PAGE IS LEFT BLANK INTENTIONALLY CITY OF CENTERVILLE, MINNESOTA NONMAJOR GOVERNMENTAL FUND COMBINING BALANCE SHEET - CONTINUED DECEMBER 31, 2004 Capital Projects Funds - Continued 447 445 Total Centerville Nonmajor Town Office Peltier Governmental Park Preserve Funds ASSETS Cash and temporary investments (deficits) $ 3,013 $ 219,242 $ 1,139,694 Receivables Accrued interest 11 788 4,119 Delinquent taxes 88 Accounts 2,000 14,024 TOTAL ASSETS $ 5,024 $ 220,030 $ 1,157,925 LIABILITIES AND FUND BALANCES (DEFICITS) LIABILITIES Accounts payable $ $ 1,232 $ 12,484 Due to other governments 390 Contracts payable 58,695 58,695 Accrued salaries payable 266 TOTAL LIABILITIES 59,927 71,835 FUND BALANCES (DEFICITS) Unreserved Undesignated 5,024 160,103 1,086,090 TOTAL FUND BALANCES (DEFICITS) 5,024 160,103 1,086,090 TOTAL LIABILITIES AND FUND BALANCES (DEFICITS) $ 5,024 $ 220,030 $ 1,157,925 -37- CITY OF CENTERVILLE, MINNESOTA NONMAJOR GOVERNMENTAL FUNDS COMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES (DEFICITS) YEAR ENDED DECEMBER 31,2004 Special Revenue Fund 614 402 Capital Projects Funds 414 415 Park Pedestrian Storm Cable TV. Fund Trail Ways Water REVENUES Tax increments $ $ $ $ Refunds and reimbursements 7,408 Interest on investments 473 181 45 8,731 Miscellaneous 2,415 90,804 TOTAL REVENUES 7,881 2,596 45 99,535 EXPENDITURES Current Culture and recreation Personal services 2,072 Other services and charges 85 Capital outlay Public works 141,767 Economic development TOTAL EXPENDITURES 2,157 141,767 EXCESS (DEFICIENCY) OF REVENUES OVER (UNDER) EXPENDITURES 5,724 2,596 45 (42,232) OTHER FINANCING SOURCES (USES) Transfers in 2,777 Transfers out TOTAL OTHER FINANCING SOURCES (USES) 2,777 NET CHANGE IN FUND BALANCES 5,724 5,373 45 (42,232) FUND BALANCES (DEFICITS), JANUARY 1 13,919 311,968 12,500 343,227 FUND BALANCES (DEFICITS), DECEMBER 31 $ 19,643 $ 317,341 $ 12,545 $ 300,995 -38- Capital Projects Funds - Continued 317 438 440 441 442 443 Eagle Pheasant TIF Pheasant The Pass Marsh Pheasant District 1-4 Marsh Shores (Phase 2) (Phase 2) Marsh III $ 39,642 $ $ $ $ $ 4,089 3 1,451 2,525 308 39,642 4,089 3 1,451 2,525 308 218 4,138 31,785 2,392 38,186 38,186 218 4,138 31,785 2,392 1,456 4,089 (215) (2,687) (29,260) (2,084) (3,847) (2,466) (4,849) (3,847) (2,466) (4,849) 1,456 242 (215) (5,153) (34,109) (2,084) (8,441) 156,228 215 60,861 90,390 11,049 $ (6,985) $ 156,470 $ $ 55,708 $ 56,281 $ 8,965 -39- THIS PAGE IS LEFT BLANK INTENTIONALLY CITY OF CENTERVILLE, MINNESOTA NONMAJOR GOVERNMENTAL FUNDS COMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES (DEFICITS) - CONTINUED YEAR ENDED DECEMBER 31, 2004 Capital Projects Funds - Continued 447 445 Total Centerville Nonmajor Town Office Peltier Governmental Park Preserve Funds REVENUES Tax increments $ $ $ 39,642 Refunds and reimbursemeuts 7,408 Interest on investments 22 6,238 24,066 Miscellaneous 5,600 98,819 TOTAL REVENUES 5,622 6,238 169,935 EXPENDITURES Current Culture and recreation Personal services 2,072 Other services and charges 85 Capital outlay Public works 598 88,924 269,822 Economic development 38,186 TOTAL EXPENDITURES 598 88,924 310,165 EXCESS (DEFICIENCY) OF REVENUES OVER (UNDER) EXPENDITURES 5,024 (82,686) (140,230) OTHER FINANCING SOURCES (USES) Transfers in 675 3,452 Transfers out (3,807) (14,969) TOTAL OTHER FINANCING SOURCES (USES) 675 (3,807) (11,517) NET CHANGE IN FUND BALANCES 5,699 (86,493) (151,747) FUND BALANCES (DEFICITS), JANUARY I (675) 246,596 1,237,837 FUND BALANCES (DEFICITS), DECEMBER 31 $ 5,024 $ 160,103 $ 1,086,090 -40- CITY OF CENlERVILLE, MINNESOTA GENERAL FUND SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL YEAR ENDED DECEMBER 31, 2004 (Wifu comparative actual amounts fOT fue year ended December 31, 2003) 2004 2003 Variance with Budgeted Amounts Final Budget - Actual Positive Actual Original Final Amounts (Negative) Amounts REVENUES General property taxes $ 1,539,829 $ 1,539,829 $ 1,476,123 $ (63,706) $ 1,425,932 Licenses and permits Business 18,500 18,500 11,255 (7,245) 20,718 Nonbusiness 240,700 240,700 223,208 (17,492) 250,001 Total 259,200 259,200 234,463 (24,737) 270,719 Intergovernmental State Property tax credits 13,217 13,217 19,468 State grants aid 1,333 1,333 667 (666) 1,333 Police aid 21,922 21,922 25,596 3,674 25,249 2% Fire relief aid 92,968 92,968 153,074 60,106 116,282 Total 116,223 116,223 192,554 76,331 162,332 Charges for services General government 500 500 362 (138) 412 Other 848 848 1,984 1,136 361 Total 1,348 1,348 2,346 998 773 Fines and forfeitures 22,000 22,000 23,202 1,202 26,830 Special assessments 2,202 2,202 1,087 Interest on investments 25,000 25,000 29,175 4,175 20,777 Miscellaneous Refunds and reimbursements 13,000 13,000 8,893 (4,107) 25,328 Other 25,400 25,400 35,228 9,828 9,236 Total 38,400 38,400 44,121 5,721 34,564 TOTAL REVENUES 2,002,000 2,002,000 2,004,186 2,186 1,943,014 -41- CITY OF CENTERVILLE, MlNNESOT A GENERAL FUND SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL - CONTINUED YEAR ENDED DECEMBER 31, 2004 (With comparative actual amounts for the year ended December 31, 2003) 2004 2003 Variance with Budgeted Amounts Final Budget - Actual Positive Actual Original Final Amounts (Negative) Amounts EXPENDITURES Current General government Mayor and Council Personal services $ 16,150 $ 16,150 $ 14,856 $ 1,294 $ 14,452 Other services and charges 1,350 1,350 473 877 62 Total 17,500 17,500 15,329 2,171 14,514 Elections Personal services 3,950 3,950 3,505 445 Supplies 1,850 1,850 379 1,471 43 Total 5,800 5,800 3,884 1,916 43 Planning and zoning Other services and charges 6,000 7,000 6,824 176 4,386 Administration Personal services 219,841 215,841 227,839 (11,998) 256,673 Supplies 6,500 6,500 6,159 341 5,117 Other services and charges 79,850 81,850 82,636 (786) 66,765 Total 306,191 304,191 316,634 (12,443) 328,555 Assessing Other services and charges 7,500 17,500 17,703 (203) 17,468 Legal Other services and charges 78,000 93,000 94,022 (1,022) 78,595 Insurance Other services and charges 2,500 2,500 2,071 429 ],580 General government building Supplies 1,600 1,600 878 722 502 Other services and charges 20,700 17,700 23,868 (6,168) 27,304 Total 22,300 19,300 24,746 (5,446) 27,806 Total general government 445,79] 466,791 481,213 (14,422) 472,947 -42- CITY OF CENlERVILLE, MINNESOTA GENERAL FUND SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL - CONTINUED YEAR ENDED DECEMBER 31, 2004 (With comparative actual amounts for the year ended December 31, 2003) 2004 2003 Variance with Budgeted Amounts Final Budget - Actual Positive Actual Original Final Amounts (Negative) Amounts EXPENDITURES - CONTINUED Current - Continued Public safety Police protection Other services and charges $ 484,549 $ 484,549 $ 489,246 $ (4,697) $ 486,369 Fire protection Remittance to relief association 153,074 (153,074) 128,782 Other services and charges 175,645 125,645 82,677 42,968 81,621 Total 175,645 125,645 235,751 (110,106) 210,403 Building inspection Personal services 142,771 122,771 101,261 21,510 76,825 Supplies 1,800 2,800 3,727 (927) 1,236 Other services and charges 15,250 7,250 7,953 (703) 11,748 Total 159,821 132,821 112,941 19,880 89,809 Civil defense Other services and charges 2,100 2,100 2,827 (727) 1,231 Animal control Other services and charges 1,000 1,000 1,426 (426) 1,359 Total public safety 823,115 746,115 842,191 (96,076) 789,171 Public works Streets Personal services 120,061 110,061 90,563 19,498 84,351 Supplies 18,900 16,900 8,818 8,082 8,439 Other services and charges 77,795 159,795 170,255 (10,460) 176,520 Total 216,756 286,756 269,636 17,120 269,310 Recycling Personal services 2,879 2,879 3,168 (289) 2,846 Supplies 2,000 1,000 1,000 20 Other services and charges 3,121 2,121 873 1,248 108 Total 8,000 6,000 4,041 1,959 2,974 Engineering services Other services and charges 15,000 15,000 20,022 (5,022) 14,224 Total public works 239,756 307,756 293,699 14,057 286,508 -43- CITY OF CENlERVILLE, MINNESOTA GENERAL FUND SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES - BUDGETANDACTUAL-CONTINUED YEAR ENDED DECEMBER 31, 2004 (With comparative actual amounts for the year ended Decemher 31, 2003) 2004 2003 Vatiance with Budgeted Amounts Final Budget - Actual Positive Actual Original Final Amounts (Negative) Amounts EXPENDITURES - CONTINUED Current - Continued Culture and recreation Parks and recreation Personal services $ 31,957 $ 21,957 $ 24,230 $ (2,273) $ 23,413 Supplies 5,775 5,775 5,523 252 2,224 Other services and charges 38,100 35,100 34,445 655 32,259 Total culture and recreation 75,832 62,832 64,198 (1,366) 57,896 Economic development Supplies 200 1,200 433 767 1,635 Other services and charges 4,800 9,800 7,833 1,967 2,076 Total economic development 5,000 11,000 8,266 2,734 3,711 Miscellaneous Other services and charges 16,000 20,000 18,103 1,897 15,085 Total current expenditures 1,605,494 1,614,494 1,707,670 (93,176) 1,625,318 Capital outlay General government 25,000 120,000 113,638 6,362 28,258 Public works 373,506 269,506 56,673 212,833 62,860 Total capital outlay 398,506 389,506 170,311 219,195 91,118 TOTAL EXPENDITURES 2,004,000 2,004,000 1,877 ,981 126,019 1,716,436 EXCESS (DEFICIENCY) OF REVENUES OVER (UNDER) EXPENDITURES (2,000) (2,000) 126,205 128,205 226,578 OTIfER FINANCING SOURCES (USES) Sale of general fixed assets 110,000 110,000 Transfer in 14,969 14,969 9,434 Transfer out (3,452) (3,452) (105,564) TOTAL OTIfER FINANCING SOURCES (USES) 121,517 121,517 (96,130) NET CHANGE IN FUND BALANCES $ (2,000) $ (2,000) 247,722 $ 249,722 130,448 FUND BALANCES, JANUARY 1 1,068,381 937,933 FUND BALANCES, DECEMBER 31 $ 1,316,103 $ 1,068,381 -44- CITY OF CENTERVILLE, MINNESOTA DEBT SERVICE FUNDS COMBINING BALANCE SHEET DECEMBER 31, 2004 306 308 312 325 G.O. Elementary Improvement School Mound 21st Avenue Bonds of Water Trail Improvements 2004B Extension ASSETS Cash and temporary investments $ 21,933 $ 38,630 $ 307,791 $ 921 Cash with fiscal agent Receivables Accrued interest 79 138 1,107 39 Special assessments Current 32,684 Delinquent 262 Deferred 6,773 592,61l 20,991 TOTAL ASSETS $ 22,012 $ 45,541 $ 934,193 $ 22,213 LIABILITIES AND FUND BALANCES (DEFICITS) LIABILITIES Accounts payable $ $ $ $ Due to other funds 40,000 Deferred revenue 6,773 592,61l 20,991 TOTAL LIABILITIES 6,773 592,61l 60,991 FUND BALANCES (DEFICITS) Reserved for debt service 22,012 38,768 341,582 Umeserved Undesignated (38,778) TOTAL FUND BALANCES (DEFICITS) 22,012 38,768 341,582 (38,778) TOTAL LIABILITIES AND FUND BALANCES (DEFICITS) $ 22,012 $ 45,541 $ 934,193 $ 22,213 -45- 324 336 327 342 345 346 G.O. G.O. G.O. G.O. Temporary G.O. Improvement Improvement Improvement Improvement Improvement Total Parkview Bonds of Bonds of Bonds of Bonds of Bonds of Debt Service Development 2000 2001 2002 2003 2004A Funds $ 307,901 $ 153,650 $ 554,367 $ 833,735 $ 367,506 253,081 $ 2,839,515 5,550 5,550 1,106 552 1,992 2,996 1,308 924 10,241 32,684 22,407 22,669 7,835 13,256 213,504 483,621 1,338,591 $ 316,842 $ 167,458 $ 556,359 $ 836,731 $ 610,275 $ 737,626 $ 4,249,250 $ 242 $ $ $ $ $ $ 242 40,000 7,835 13,256 213,504 483,621 1,338,591 8,077 13,256 213,504 483,621 1,378,833 308,765 154,202 556,359 836,731 396,771 254,005 2,909,195 (38,778) 308,765 154,202 556,359 836,731 396,771 254,005 2,870,417 $ 316,842 $ 167,458 $ 556,359 $ 836,731 $ 610,275 $ 737,626 $ 4,249,250 -46- CITY OF CENTERVILLE, MINNESOTA DEBT SERVICE FUNDS COMBINING SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES (DEFICITS) YEAR ENDED DECEMBER 31, 2004 306 308 312 325 G.O. Elementary Improvement School Mound 21st Avenue Bonds of Water Trail Improvements 2004B Extension REVENUES Special assessments $ $ 16,520 $ 283,147 $ 11,897 Interest on investments 688 1,065 2,068 40 Miscellaneous 19,000 TOTAL REVENUES 19,688 17,585 285,215 11,937 EXPENDITURES Debt service Principal 230,000 Interest and other 7,879 TOTAL EXPENDITURES 237,879 EXCESS (DEFICIENCY) OF REVENUES OVER (UNDER) EXPENDITURES 19,688 17,585 285,215 (225,942) OTHER FINANCING SOURCES Bonds issued 56,367 NET CHANGE IN FUND BALANCES 19,688 17,585 341,582 (225,942) FUND BALANCES, JANUARY I 2,324 21,183 187,164 FUND BALANCES (DEFICITS), DECEMBER 31 $ 22,012 $ 38,768 $ 341,582 $ (38,778) -47- 324 336 327 342 345 346 G.O. G.O. G.O. G.O. Temporary G.O. Improvement Improvement Improvement Improvement Improvement Total Parkview Bonds of Bonds of Bonds of Bonds of Bonds of Debt Service Development 2000 2001 2002 2003 2004A Funds $ 2,365 $ 2,867 $ $ $ 163,415 $ 241,834 $ 722,045 8,161 3,352 14,737 21,911 7,587 2,511 62,120 19,000 10,526 6,219 14,737 21,911 171,002 244,345 803,165 60,000 200,000 75,000 565,000 16,867 10,300 37,433 22,370 5,953 11,790 112,592 76,867 210,300 112,433 22,370 5,953 11,790 677,592 (66,341) (204,081 ) (97,696) (459) 165,049 232,555 125,573 21,450 77,817 (66,341) (204,081 ) (97,696) (459) 165,049 254,005 203,390 375,106 358,283 654,055 837,190 231,722 2,667,027 $ 308,765 $ 154,202 $ 556,359 $ 836,731 $ 396,771 $ 254,005 $ 2,870,417 -48- CITY OF CENTERVILLE, MINNESOTA TAX AND SPECIAL ASSESSMENT LEVIES AND COLLECTIONS DECEMBER 31,2004 TAX LEVIES AND COLLECTIONS Percentage Collection Percent Collection of Total Total of Current of Levy of Prior Total Collections Year Levy Years' Levy Collected Years' Levy Collections to Levy 1995 $ 449,058 $ 445,422 99.19 % $ 4,315 $ 449,737 100.15 % 1996 531,775 520,523 97.88 5,077 525,600 98.84 1997 536,082 532,625 99.36 929 533,554 99.53 1998 562,007 557,814 99.25 4,422 562,236 100.04 1999 762,130 748,136 98.16 18,259 766,395 100.56 2000 985,009 968,826 98.36 13,933 982,759 99.77 2001 1,210,000 1,186,697 98.07 14,048 1,200,745 99.24 2002 1,480,623 1,458,801 98.53 17,986 1,476,787 99.74 2003 1,480,623 1,363,522 92.09 16,481 1,380,003 93.20 2004 1,539,329 1,416,636 92.03 36,992 1,453,628 94.43 SPECIAL ASSESSMENT LEVIES AND COLLECTIONS Percentage Collection Percent Collection of Total Total of Current of Levy of Prior Total Collections Year Levy Years Levy Collected Years' Levy Collections to Levy 1994 $ 57,881 $ 52,792 91.21 % $ 2,591 $ 55,383 95.68 % 1995 104,251 100,431 96.34 1,470 101,901 97.75 1996 93,420 91,836 98.30 5,904 97,740 104.62 1997 175,539 130,529 74.36 1,614 132,143 75.28 1998 116,286 110,705 95.20 42,760 153,465 131.97 1999 273,814 259,003 94.59 55,058 314,061 114.70 2000 151,401 141,190 93.26 2,414 143,604 94.85 2001 261,982 252,397 96.34 22,385 274,782 104.89 2002 177 ,893 169,966 95.54 8,725 178,691 100.45 2003 132,977 126,865 95.40 5,911 132,776 99.85 2004 175,670 153,399 87.32 9,771 163,170 92.88 -49- OTHER REPORT CITY OF CENTERVILLE CENTERVILLE, MINNESOTA YEAR ENDED DECEMBER 31, 2004 THIS PAGE IS LEFT BLANK INTENTIONALLY Certified Puhlu, Acco_ & Comultont. Grandview Square 5201 Eden Avenue Suite 370 Edina, MN 55436 REPORT ON MINNESOTA LEGAL COMPLIANCE Honorable Mayor and Council City of Centerville, Minnesota We have audited the financial statements of the City ofCenterville, Minnesota (the City) as of and for the year ended December 31,2004, and have issued our report thereon dated April 20, 2005. We conducted our audit in accordance with auditing standards generally accepted in the United States of America and the provisions of the Minnesota Legal Compliance Audit Guide for Local Government, promulgated by the Minnesota Office of the State Auditor pursuant to Minnesota statute, section 6.65. Accordingly, the audit included such tests of the accounting records and such other auditing procedures, as we considered necessary in the circumstances. The Minnesota Legal Compliance Audit Guide for Local Government covers six main categories of compliance to be tested: contracting and bidding, deposits and investments, conflicts of interest, public indebtedness, claims and disbursements and miscellaneous provisions. Our study included all of the listed categories. The results of our tests indicate that, with respect to the items tested, the City complied with the material terms and conditions of applicable legal provisions. This report is intended solely for the information and use of the Council, management, others within the City and the Minnesota Office of the State Auditor and is not intended to be and should not be used by anyone other than these specified parties. April 20, 2005 Minneapolis, Minnesota QbbJ~~M~)LLP ABDO, EICK & MEYERS, LLP Certified Public Accountants -50- 952.835.9090 . Fax 952.835.3261 www.aemcpas.com THIS PAGE IS LEFT BLANK INTENTIONALLY Findin~ 2004-1 CITY OF CENTERVILLE, MINNESOTA SCHEDULE OF FINDINGS DECEMBER 31, 2004 Description Segregation of Duties Our study and evaluation disclosed that because of the limited size of your office staff, your City has limited segregation of duties. A good internal control structure contemplates and adequate segregation of duties so that no one individual handles transactions from inception to completion. While we recognize that your City is not large enough to permit an adequate segregation of duties in all respects, it is important that you be aware of this reportable condition. Management Response Management recognizes that it is not economically feasible to correct this fmding, is aware of the condition and is relying on oversight by management and the Council to monitor this condition. In addition, the City has implemented specific internal control policies to address segregation of duties issues. -51- Proposal Downtown Master Plan City of Centerville, Minnesota Hoisington Koegler Group, Inc. 123 North Third Street Suite 100 Minneapolis, Minnesota 55401 Ph: 612.338.0800 Fx: 612.338.6838 June 16, 2005 11113 (gO Hoisington Koegler Group Inc. 11111 ~n Creative Solutions for Land Planning and Design Hoisington Koegler Group Inc. 11113 RlU 16 June 2005 Mr. John Meyer Finance Director City of Centen'ilIe CenterviIle, Minnesota RE: Proposalfor Redevelopment Pian Dear Mr. Meyer: Hoisington Koegler Group Inc. is pleased to present this proposal to provide services to Centerville as it plans for the challenges and opportunities presented by the County Road 14 project. HKGi has a great deal of experience working with downtown communities to define a vision that can be shared by all stakeholders and to strategize enhancements based on that vision. As the enclosed proposal will indicate, HKGi has performed numerous downtown and redevelopment planning projects for cities in Minnesota. A key feature in each of these projects is a process that places stakeholders at the center. Through the involvement of the people ofCenterville, we can help ensure that the redevelopment plan will reflect their values and spirit. For this project, HKGi will work collaboratively with the McComb Group and the City's consulting engineer. HKGi has an extensive list of projects where we have collaborated with other directly or indirectly. Our project team consists of the following key HKGi staff: Brad Scheib as project manaoer: Brad has over 10 years of experience as a planner working on projects of varying sizes and scales. Brad will serve as project manager and lead land use planner on the project. J'if! ,HeMenimen as project designer: Jeff has over 15 years of experience in the field of urban design and landscape architecture. JeWs experiences reach well beyond Minnesota. He will provide direction and oversight to site design and master planning. Bryan Harjes as project desiener: Bryan has over 5 years of experience working on downtown planning, site design and master planning projects. Bryan will playa significant role in the "charrette" process and will lead the urban design exploration of the project. LiI Leatham as project technician and desiBn support: Lit is a landscape architect with over 7 years of experience in site planning and streetscape design. Lil will provide design support and mapping services to the project. HKGi has a number of other professional resources that will be available to work on this project through an office wide collaborative approach to our work. We arc excited by the challenges we see in this project and we look forward to discussing our credentials with you in greater detail. If there is any further information that we can provide to assist you with your decisions, please let me know. I can be reached directly at 612.252.7122 or bscheib@hkgi.com. Sincerely, h:2K~e ler pIne. Brad Scheib, CP Vice Preside 123 North Third Street. Suite 100. Minneapolis, MN 55401-1659 Ph (612) 338-0800 Fx (612) 338-6838 About Hoisington Keogler Group In<. ....-----------------------------------------------......-. 3 Relevant Experience .....-.-.--------------------------------------......-...............-...-- 4 Project Understanding ------------------------------------.....................------------------------ 8 Statement of Philosophy and Work Program .....-------------------------------------------- 9 Overall Project Schedule .-.........---------------------------------------------------................16 Project Budget --------------------------------------------....................---------------------16 Resumes ---------------------------------.....................-----------------------------------------17 ~ ~ Table of Contents Hoisington Koegler Group Inc. 11I11 RlO pagel Hoisington Koegler Group Inc. (HKGi) HKGihelps clients build the types of places that people want to live in, work in and playin by providing the fOWldations for successful community development. HKGi focuses its community-based planning approach towards building public support for a sOWld set ofland use and urban design initiatives and forging an implementation strategy to help the community make the most of its financial and human resources. Redevelopment and downtown revitalization projects can be extremely complex.A broad range of urban design, funding and revenue,land use, and improvement issues must be considered in order to maximize the likelihood of success. Such projects require strong leadership supported by extensive redevelopment/revitalization experience. In addition to crafting several award-winning revitalization plans, plans developed by HK Gi have garnered real world results, attracting development and spurring both public and private economic development projects. Since its establishmentin 1982, HKGi has developed a planning and design approach that has helped the firm grow from a one-person firm into a planning and design firm that employs 14 professionals. HKGi's approach has helped the firm establish itself as one of the premier planning firms in Mirmesota. More importantly, this approach has helped clients throughout the Upper Midwest build successful communities andmemorable places. Thefollowingpagesrepresentour experience and proposal for the Centervilleproject. About Hoisington Koegler Group Ine. Hoisington Koegler Group Inc. 123 Norlh Third Street, Suite 100 MInneapolis, Minnesota 55401 p: 612.B8.0BOD f: 612.338.6838 web: www.hkgl.com Incorporated with the Slate 01 Minnesota In 1982 Principals: Mark Koegler, ASLA, President Brucl! Chamberlain, ASLA, VlcI! President Paul Paige, RLA, VlcI! President Brad ScheIb, AICP, Vice President Staff: 8 Landscape Architects 3 Community Planners 15trateglcPlanner 2 Support Slaff Services: Site Design Environmental Review CDmpreben5Jlle Planning Urban Design Downtown PlannIng Commercial Area RevitalizatIon Transit Oriented Development Planning Strategic Planning Corrldorsludles Streetscape Design Master Planning Park and Trail Planning A sampling oIHKGi redevelopmenf/fPvit4liziJUon plilnningprojeds: ,. Golden Triangle litnd USe/MulU-Modal Tlilnspottation Sludr-- Eden Pmllle 1. Downtown Master Plan; Hastingr 3. Downtown East/North Loop Master Plan; Minneapolis 4. Excelsior Boulevard CorrldorPlan; 51. Louis Park 5. little Conoda RoadIRke SbPet Redevelopment Guide; UMe Canada 5. 7th Avenue Redevelopment Plan; Newpott 7. RidJfield uke MasterP/an/lyndale Gateway; Richfield 8. Gateway Redevelopment Master Plan; Detroit lakes Hoisington Koegler Group Inc. 11I11 ~n page 3 Client [ontad: John Grossman (jgrossman@dhastings.mn.usj--HRA Dir.-651.4Bo.2347 Date of proJed Involvement: 2002-2003 with ongoing implementation assislance HKGi Budget: $45-000 approximate The City of Hastings, a classic Mississippi Rivertown, enjoys a commercially vibrant, historically intact downtown district that serves local residents with a variety of serviocs and retail options and attracts visitors from around the region.A number of changes, either already in the works or visible on the horizon, prompted the City to hire HKGi to complete a Uvable Communities Grant application to help fund a downtown master planning effortthat will help the City guide those changes so they have a positive effect on the downtown. Highlights of the Downtown Master Plan include: greater connections between Downtown and the Mississippi Riverfront; identification of a number of potential redevelopmentsitcs; a strategy to capitalize on thepotcntialfor a downtown commuter rail station; a set of design guidelines to help downtown maintain its architectural integrity; a strategy to increase the amount of residential options in and around downtown; and the use of innovative stormwater treatrnentmethods to help the City control its infrastructure costs and improve environmental quality. In addition, a strong strategic plan, designed to help the City fund and achieve its goals, makes up a central part of the Master Plan. Hastings hilS I!flJo)'Pd a history of iJrrtJitedurally signitkanl bridges. ll1e l11QS/er plan fl!(OIT1J11e/Jds that the Oty be proactive in ensutfng that reconstnk1/on oItheaJffent Highway 61 bridge (above) retains a diSUnd dJafiJder iJnd integI<Jtes ameniUes that will if1{lf!Qse the visibility of downtown Hilstings and Improve access to downtown from the brtdge PROJECT EXPERIENCE Downtown Master Plan Hastings, Minnesota Hastings Housing and Redevelopment Authority Onginal Hastings featuff!S iJ nlJfT1/Jer of historically signif!@nt homes and busInesses. TlJe master plaD design guidelines win encomage new developments to maintain the dJaracter 01 Original HiJsUngs. IAll.l.yMlt~y FOlLOWS VACArEO RAlLROADRfQHTOf'W/('/ One of the master plan:r mote Innovative initiatives ff.'aXT1IT1efIds the integration of stonn Willer ha1tment wetliJnds iJnd dfiJins into the downtown landscape. llJe Master Plan envisions the Hastings Riverfront as a l1!gIOIIEI n!(r1!iJtiOllEI atftadion. l11e riverfront plan in/egfi1tes iJ nurnlJer of different sites into a continuous riverfront park featuring tJails, plazas, open spaces, sClJlptureganfens, a bindshe/l and a marina. Although Ute downtown historic district mrrenUy tums its biKX on the river; plans for the rivelfront will int~ the new parks into the downtown iJfPQ. HKGi has already developed the she plans tor the River Rats park and Levee Park. and the Bailly's Landing Redevelopment Is in the /aUer plannIng stoges. Hoisington Koegler Group Inc. 11111 ~n ",ge4 {fient Contad: Joel Hanson (joel.hanson@d.lillle--canada.mn.us) [fly Administrator 651.766.4040 Date of Projed Involvement: 1995-t996 with ongoing implementaUon through 2003 HKGi Budget: $5(4000 approximate The City ofUttle Canada, realizing that it had no oiteria for judging what kind of development best suited the mmmunity for this higWy visible site, hired Hosington Koegler Group to develop a plan for the entire Rice Street mrridor. Because redevelopment in this fairly well-developed, although somewhat neglected mrridor would affect numerous businesses, land owners, and nearby residents, the prooess involved significant public participation. The plan, which includes market analysis, financial feasibility, and urban design, will provide the framework for redevelopment of this site as well as others within the study area. The Development Guide features a more intense focus on the Rice Street/Little CanadaRoadintersedion.Thisintersedion wouldbemmethemostintenselydeveloped commercial node along Rice Street, acmmmodatingnew commercial, office and residential uses and creating a district that serves pedestrians from nearby neighborhoods as well as cars traveling the Rice Street mrridor. Principles outlined for this area will provide a model for redevelopment of other commercial nodes in the mrridor. Addlt/(){M/ high-, medlum- and Jow-denslty residential development will proVide critka/aJ support for commercial deve/oprnfnts infhea~a. PROJEIT EXPERIENCE Rice Street/Little Canada Road Development Guide lillie Canada, Minnesota City of lillie Canada streetsGJpe elements iJnd p1anUng pat/ems esIiJbIjSh aD urban design frQmework. Downtown will be iJ mix of uses connected by public open spaces. 5ltmsCilfH! impro/lf'JJ1l!fJls along Little GlnadiJ ROiJd iJlP aD important pub/Ic redevelopment InitlaUve, The Gty minimized local costs by cooniinating work with planned improvements by Ramsey County. Hoisington Koegler Group Inc. 11111 ~n page 5 (lIent (ontad: Julie W1schnack Dwtschnack@d.hutchlnson.mn.usj -Dlredor of Planning and Zonlng-32o.234.4258 Dale of Projed Involvement: 2002-2003 HKGl8udget: $80,000 approximate Although the City of Hutchinson's downtown maintained much ofits original character, signs of its age and decreasing economic viability were beginning to show, prompting the City to hire a consulting team, led by HKGi, to develop a master plan to guide future efforts to revitalize downtown Hutchinson. The study included an extensive assessment of downtown's rurrent conditions; a market analysis; land use, traffic, and parking recommendations; streetscape and building design guidelines; and an implementation strategy to guide the City through plan implementation. The Master Plan attempts to build upon Hutchinson's existing streng1hs. For example, the City's residents have a strong history of supporting the performing arts and wouldlike their downtown to include such opportunities.1he Master Plan seizes on this objective by proposing an initiative to reuse a downtown school auditorium as a multi-organizational performing arts center that could host locally-produced and touring productions. Civic uses such as the library--a Carnegie library surrounded by library Square park---also form a pillar of the downtown fabric. Revitalization efforts should capitalize on the activity generated by civic uses. Other initiatives build on the downtown's historic character, the Crow River and Luce Line Trail as recreational attractions, and the desire of Hutchinson's residents to see more downtown residential opportunities. . l' !. Q~-L oft,,~ . The (row RiverCommons- iJ riverfront park, would provide iJ ~tioni1l albadion for downtQwn and would conned to the LiKe line T/iJil H would also pmvideao all1<Ktive setting tornew houSing on the opportunities. PROJEG EXPERIENCE Downtown Revitalization M aster Pia n Hutchinson, Minnesota (fly of Hutchinson 2003 Minnesota APA Award Winner \.~'" .... i t'~i'-~t;L;:;, ~ \' ....,u,;,. ~ ~;.~". .' ,~dt t ~,~.:!:;~"<,,, . ~~ A fanners matket built adjacent to LibtalJl Square {()/Jld atbad visitors to the downtown. The design Of the pavilion might mltrO! the lIbfillY'S fffltuf1!S. The fabric 01 Downtown HutdJlnson retains I!1lJ(/1 q{ Its historic dJaooer (top /ell photo), but many Individual properties suffer from undeflltlllzaUon and a resuhing s/Jor1Qge of investment In maIntenance and upkeep. Reuse ofproperties stI(/J i1S the St4te Theater (bottom Ieft/ and /he HutdJinson Hotel (top left) will be necesSiJry in omer to begin the process of revltallzaUon. AddlUonal stJeetscaping designed to complement existing !eidures siKh iJS the Hager Jewelry dtxk (right), is also called for in the Milster Plan. Hoisington Koegler Group Inc. 11I13 ~n page 6 Client Conti/d: Ji/mie Verbrugge (fi/mie. verbrugge@cirosemountmn.us) City Administfi1tor 651.322.2006 Di/te of Projed tnvolvement: 2004 HKGi Budget: $5aOOO Less than two years after a downtown redevelopment plan failed to receive City Council approval, the Rosemount Port Authority turned to HKGi to help chart a course for the future of Downtown Rosemount. HKGi ledan eight -month planning process that drew on input from the public, market research, financial analysis, developer reviews, and HKGi's uroan design and project experience. Furthermore, because of the history of planning elforts in downtown Rosemount, HK Gi placed additional emphasis on formulating a plan that the City could immediately begin toimplement. Downtown Rosemount is facing several imminent changes that will have a great effecton the economic and physical landscape. Without sound strategies to guide the City through changes such as the relocations of St. Joseph's Church and the Genz- Ryan business; aredevelopmentproposalfor the Brockaway Glass Factory; a purchase agreement for a key piece of downtown property; siting of a Dakota County library; and future improvements to the downtown schools, such changes might either have a detrimental effect on the downtown environment or might not be realized to their fullest potential as catalysts for positive downtown redevelopment. The planning process identified eight separate "focus areas" within the downtown. Suchan approach allowed for a clearer evaluation of the opportunities and constraints facing each area within downtown and will allow the City to systematically address the many changes either in progress or on the horizon. me COIffefJI of ~ti/;I condos was iJ unique rrdevelopment initiative that grew 0JJt of the planning process. This (()I1(epI. which featulf!S rondos available for purrhase by business ownelS, CiJptures the dJilooer of other downtown homes alreadyamwrted locommetdal use. Tllls InIt@Uvelsdlrectedspedflcal/yloWilrrlsi1challengingsHethiltnowhousesilpl11mblngcontJading business. PROJEIT EXPERIENCE Development Framework for Downtown Rosemount Rosemount~ Minnesota Rosemount Port Authority City of Rosemount T11e (ore &sf area feabJres new mlxed.yse development (lettt hlgh- density residentliJl (center lOp), and medilJlTl-density (flghtj foaJsf!d ilround a stonn water retention pond thai doubles as an open space amenity. Sl Joseph's ChUM ilnd Huegel's EJew/or ilte community IiJndmilrks In Rosemounl The Development Hamework fT1iJkes these 'part of the foundation for rPdevelopl11f!fll lbe muff will be development Ih3t tnJly reIleds lheoof(J({er ilnd idenutyoflhecommunity. Hoisington Koegler Group Inc. 11I11 ~n pilge7 This proposal was written basedonarequestforproposalsfrom the City ofCenterville. Our understanding of the project is based on the following: I. Conversations with John Meyer including review of the response to RFP questions from John Meyer recieved on June 14- a. Redesign of CSAH 14 has generated various impacts to the downtown area of CenterWle. Property owners are interested in devising a plan to help understand the impacts. These and other factors suggest the need for a plan for downtown Centerville. h The City is contracting with the McComb Group to conduct a commercial and housing market analysis to inform the redevelopment planning efforts. c The City is contracting with Bonestroo RoseneAnderlik and Associates to assist with engineering components of the redevelopment plan. d. The City has limited staff resources to assist with the planning process: however, Mr. Meyer has a public finance background that can help with evaluating appropriate fiscal tools for implementation. e. The City has secured funding assistance for this project through Anoka County CDBG allocations. 2. Windshield survey of the project area. 3. Review of available reports and design concepts for CSAH 14 through Anoka County-AltemativeAnalysis Report: CSAH 14 from [-35W to 1- 35E Report. Completed by SRF Consulting Group in July of2004-. Current Layout as of April of 2005 completed by SRF Consulting Group. Both doruments obtained from the CSAH 14 Web site. 4. Review of documented discussions through meeting minutes via the City of Centerville'sWebsite. S. Review of available electronic mapping data. Project Understanding Downtown Cen/ervi/Ie aerial photogtaph from 2003 Design Concept for CSAH 14 from 04107/05. Sourre of /mage from Moo County web sHe ilnd SRF ConsuHing Group. Hoisington Koegler Group Inc. 11I13 ~n pageD HKGi must first understand what exists and what people desire for development in this area. The fIrst steps in this process are meant to provide that base of understanding, so that subsequent explorations are directed toward concepts that can be supported by the community and property owners. HKGi intends to work directly with a Steering Committee, whose primary role is to guide the development of concepts and to evaluate them as they evolve into a fillal plan. We also believe that the community - especially land and building owners and local businesses -- should be e"..posed to the work before it is completed. We have structured the work program to allow input from the community at key points in the development of the plan. HKGi proposes to conduct a significant portion of the investigation and exploration "on site." It is our intention to conduct an intensive work session (commonly known in design circles as a "charrette"), which would include meetings with the community, affected property owners and the Steering Committee. The charrette process allows for very direct community participation and is one of the best ways of engaging people in planning processes. The charrette encourages sharing and exploration from the beginning and throughout the planning process. The charrette process would be used in tasks I and 3, with the more intensive charrette as part of task 3. The Work Program that follows is the basis for this proposal and can be modified to more directly meet the needs of the city. Task 0.0 Organize the effort Prior to undertaking any investigations or preparing anyplans, the HKGi team will collect all available background information. We ,vill begin compiling base map information, so that mapping can be efficiently verified during our fIrst visit to the community. Base map data will come komAnoka County and the City's consulting engineers. We will meet with Staff am! representatives of a Steering Committee to review theproject, define project roles and responsibilities, agree to a schedule and the approach to the work. The purpose of this task is to clariIY intentions and roles at the outset of the project, ratherthanhaving to refocus or redirect eHorts once work hasbegun. Sub - Tasks Include: O. I Collect and assemble backgrolIDd data including butnotlintited to current zoning designations and related ordinances, comprehensive plan designations and all sections relating to downtown and transportation, past plans impacting the project area, building condition assessments, property ownership records and property values, profile information for 1_- _ Project Philosophy The HKG; teams planning philosophy for this proje<t focuses on the following key themes: . Effective means of public partidpation . Place appropriate planning and urban design . Integrating buill and natural systems . Exploration of all the possibilities . Implementation considerations at every step Work Program Hoisington Koegler Group Inc. 11111 lBD page 9 the proposed roadway, current and forecasted traffic volumes. 0.2 Assemble base mapping from available data including but not limited to property boundaries, building locations, contours, other physical features, existing and proposed roadway alignments, existing and proposed utility locations, and current aerial photography; to the extent that this information can be provided in digital formats, the resulting map can be more effectively used in the planning process. We will rely on available aerial photography as provided by the best source. 0.3 Summarize background data andmeet with Staff to verilY data and identifY gaps. 0.4 Conducta"Kick-Off"Meetingwiththe Steering Committee to review tasks, outcomes, roles, responsibilities and schedule; and to discuss other points thatwill affect the success or outcomes of the project. Task 1.0 Identify what exists The creation of the Redevelopment Plan should he rooted in what is appropriate to Centerville---- nota set of directions imposed without regard for its unique character and qualities. Centervillehasmuch to draw from: a strong and compelling plan for this part of downtown shouldbave a way of reflecting the character of the town and the desires of its people, and the opportunities that might be afforded by the realignment of CR 14. HKGi will establish the local influences for design and development character ~ a process that will lead to a plan that reinforces local qualities and opportunities ~ and will define the functional character that will be necessary to support development within the project area. The catalyzing event for this project is the proposed improvements and redesign of CR 14, the HKGi team will be particularly observant regarding key transportation characteristics. The redevelopment area does not exist in a vacuum. ft is located near a major regional park and open space amenity and is directly connected to the regional freeway system. A part of our investigations will include the pursuit of information for concerns or opportunities that lie beyond the particular bounds of the project area. It is our experience that the work of investigating the community might best begin with a tour lead by "local experts." While we will be gathering quantitative information about the project area, the tour provides us withan opportunity to hear anecdotal information ~ which often is more interesting and to the point than what we find in our research It will also be importantin this stage of the work to examine the potential of various types of development. An overview will be provided that addresses the likelihood of liJsk OOeliveT<lbles: . complied base mapping for project area and summary of key points relating to the project area from background information provided by the City of Centerville . agreement on work tasks, deliverable< and project schedule . Steering Committee Meeting #1 Hoisington Koegler Group Inc. 11113 lOO page 10 retail, entertainment, lodging, office and even residential uses - information that will be essential in understanding the land use patterns that might ultimately occur in this part of downtown. In this aspect of the work, market potential will be framed (by the McComb Group) in a more general way to allow for realistic discussions of possible development scenarios. The charrette process will be used to present our findings from the tour and various research in graphic form. This stage of the work will assess or examine: o the character and qualities of downtown Centerville thatmight be reflected in the redevelopment plan, in an effort to maintain or enhance its role as a significant part of the downtown commercial district; land use patterns that might influence directions for development in the downtown; o o the ability of existing utilities to serve potential new development; the character and function of streets within and surrounding the project area and their ability to reasonably serve potential new development; the supply and demand for parking to serve existing uses and the needs for new parking to serve potential new development; the potential of various development types, as characterized in a general market assessment. o o o 5ub- Tasks Include: 1 . 1 Tour the project area and surrounding areas. 1.2 Investigate forces that influence the redevelopment plan, including man- made forces economic forces; community forces; and otherin.O.uences. 1 .3 Review issues and information regarding situations, needs and opportunities outside of the studyarea. 1 .4 Define general market potential for the project area in terms of likely use, building format and size, development configuration and feasibility (utilizing market information assembled from McComb Group). 1.5 Sununarize "found information"in narrative and graphieform. 1.6 Presentfoundinformation ata Steering Comrnitteemeetinginthe form of an "opportunities and challenges" graphic. This graphic will be further developed in Task 2.0 following broader public input. liJsk T Dellverables: o summary of conditions and influences that will guide redevelopment in the project area o summary of issues and opportunities outside of the project area that may affect development within the project area o summary of general market conditions and potential for redevelopment activity o project tour and investigations charrette o Steering Committee Meeting #2 Hoisington Koegler Group Inc. IIlI1 ~n page" Task 2.0 Understand what is desired Meaningful plans must not only recognize those patterns or factors that reflect the character of a place and the physical or economic potential of an area, they must also strive to capture the spirit of what the people desire. HKGi proposes to begin the involvement of the community at this point in the process; at Workshop One, the community shares their concerns and provides insights about its desires for the future of this area. It's particularly important because the change to CR 14 presents challenges and offers a significant opportunity for uniting downtown Centerville. Ourtask, in thisphase of the work, is to better understand how the community and those property owners directly affected by these changes, see downtown evolving Direction provided through the workshop will form the principles that will guide the redevelopment master plan. We begin this process with an understanding that no redevelopment decisions have been made, no directions have been set, and no plans have been drafted. We would begin with a presentation - building the case for a redevelopment plan, understanding changes to CR 14, citing benefits for the community and businesses, outlining the process for developing the work (and indicating opportunities for future input); presenting our thoughts about downtown Centerville and where we see opportunities within the redevelopment area; and then taking input from participants. BeyondWorkshop One, HKGi will conduct a series of targeted interviews with individuals or small groups defined by the Steering Committee. These interviews, conducted anonymously, will allow HKGi to gain deeper insight into the issues and concerns of the community, and permit us to understand the views of "key players" - most likely, those individuals that are directly affected by any changes within the project area. By agreeing to conduct the interviews anonymously, we have found the peuple are nwre willing to share critical information, offer opposing viewpoints, and, most importantly, to simply participate in the planning process. Ultimately, this part of the process will be used to inform the planning process and guide the creation of alternatives for land use and development. Sub Tasks Include: 2.1 Conduct''keypJarer"iuterviews 2.2 Conduct CommunityWork.41opOne 2.3 Sununarizeinputfromrommunity Task 2 Deliverables: . summary of "key player" interviews . summary of input from the community . Community Workshop #1 Hoisington Koegler Group Inc. IllII ~n page 12 Task 3.0 Explore possible directions We propose a charrette format to explore a series of alternatives for the redevelopment area. The charrette's most significant element is the collaborative work session conducted on-site by the HKGi team. The session allows for the interests of the entire consulting team to be shared in a process that affords balance to the redevelopment scenarios. In this sense, those alternatives will address not only the physical design and function of the redevelopment area, they will consider issues of market potential as prov;ded by the McComb Group. The HKGi team will generate to to three alternative scenarios for redevelopment to demonstrate a range of possible solutions, and to provide a means of evaluating potential directions when no clear solution is evident. Each alternative might have different implications in terms of aesthetics; the role of CR 14 as it relates to potential development; the changes in traffic patterns as a result of the CR 14 redesign; access to development for both cars and pedestrians; the demand for (or impacts on) parking; relationship to other community featureslinstitutes (such as the school); establishment or reinforcement of landmarks or other identity features; costj development potential; or the means of implementation. Sketches, diagrams, sections and photographs will be used to illustrate the intentions of each of the alternative concepts. The HKGi team will demonstrate various development types and begin to frame implementation strategies that underlie each concept alternative. Early consideration of both market potential and development feasibility will ensure the plan is credible in the marketplace and realistic in terms of the City's ability to make development occur according to the directions of the plan. The translation of alternative scenarios to more final direction occurs only after the Steering Committee has the opportunity to consider the implications of the alternatives and understand how each alternative supports other goals of the City. While the community will be asked to indicated a preference during Workshop Two, the Steering Committee will be asked to confirm the preferred scenario, or to combine the best aspects of any of the scenarios presented. The HKGi team will then begin the process of refining the preferred alternative and creating the final redevelopment plan. Sub- Task Include: 3. 1 Develop alternative concepts to explore the broad range of possibilities through the charretteprocess. Hoisington Koegler Group Inc. IIUS ~n page J) 3.2 Define the general market potential of each alternative concept using information from the McComb Group. 3.3 Develop preliminary implementation strategies related to alternative concepts. 3.4 Conduct Community Workshop Two to review alternatives and select a preferred direction for further refmement. 3.5 Review alternatives with the Steering Committee and confirm a preferred direction for further refinement. Task 4.0 Define the redevelopment plan Once the community has selected a preferred alternative and the Steering Committee confirms that selection, the HKGi team will prepare a redevelopment plan that reflects the level of detail needed to ensure consistency with the thoughts shared by the community and affected property owners and offers continuity through implementation. HKGi will prepare anillustrative document-with photographs, sketches, diagrams and supporting narrative- to allow people to fully understand what is anticipated by the redevelopment plan. The document will be "friendly and approachable" - a key step in ensuring that it is both read and understood. It will also provide the requisite tec\mjcal information to ensure that implementation of the redevelopment plan occurs with consistency, coherency and credibility. The plan that results will provide solid direction for the subsequent steps in the redevelopment process, and will demonstrate how the vision of the community can be articulated through key redevelopment strategies. It is important that this redevelopment plan be seen as the tool the community will use to foster the redevelopment process. Each private sector developer interested in creating a project in the redevelopment area should be fully aware that their proposal will be reviewed using the redevelopment plan as both guide and criteria for suitability The strategies to be employed in implementing the redevelopment plan will also be defmed during this stage of the work. Important aspects of the implementation strategy includes defming the financial tools and resources that might be applied during the implementation process as well as the identifying and describing "first step" projects. The HKGi team expects to work closely with City Staff resources in this task. In order to effectively move forward the plan must also be put into context with the City's Comprehensive Plan. The Metropolitan Land Planning act requires that Ti1sk 3 Deliverables: . charrette process development of concept alternatives (up to three) preliminary Implementation strategies for the various alternatives Community Workshop #2 Steering Committee Meeting #3 Hoisington Koegler Group Inc. 11I13 ~n page 14 zoning be consistent with the Comprehensive Plan and to that extent, the redevelopment plan should indicate any changes needed to the Comprehensive Plan. The redevelopment plan and implementation strategies will be reviewed with the Steering Committee and adjustments will be made based on input received. Sub- Tasks Include: 4. 1 Refine the preferred alternative into draft redevelopmentpian. 4.2 illustrate character of development and special elements and features of the plans. 4.3 Define implementation strategies required for moving ahead with the pian. 4.4 Review the plan with the Steering Committee; andmake adjustments as required. Task 5.0 Agree to move forward The redevelopment plan is the community's effort to guide development along a path that supports their vision. Informing the community of the directions that have been set might best occur in an "Open House" - before the work is brought for formal review. An Open House allows the public to view the master plan at their own pace, to ask questions directly of the consultants without having to ask the questions publicly, and to offer written and verbal comments. In particular, this format allows those who feel they are most directly affected by the plan to ask questions and voice their thoughts or concerns directly to the consultant team. HKGi proposes to conduct such an Open House to receive final comments from the community prior to preparing the final redevelopment plan document. Input received at the Open House will be reviewed with the Steering Committee and incorporated into the work as directed. HKGi will then prepare a draft document for presentation to the City Council. Based on comments received, the fmal document will be produced. Sub - Tasks Include: 5. 1 Conduct an Open House to share the redevelopment plan concepts and implementation strategy with the community. 5.2 Preparedraftredevelopmentplan. 5.3 Review input /rom Open House with the Steering Committee. 5.4 Present draft plan to City Council. 5.5 Prepare and submit fmal plan based on input from the Steering Committee and the City Council. Task 4 Dellverables: draft redevelopment plan illustrating uses; depictions of character and amenities; a description of various plan elements and details; the qualities, character and form of development and public spaces; and the functional characteristics desired In a plan Implementation strategies and first step projects Steering Committee Meeting #4 Task 5 Deliverables: Community Open House Steering Committee Meeting #5 . City Council meeting draft redevelopment plan final redevelopment plan (1 bound hard copy and 1 digital pdf format on CDI full-size reproducible copy and digital copies of all graphics larger than 8-1i2. x 11. Hoisington Koegler Group Inc. 11111 ~n page 15 The fee for preparation of the Redevelopment Plan for Centerville is based on the Work Program described above. Hoisington Koegler Group Inc. proposes to perform this work for a fee of not to exceed $48,000 as itemized by task below. Task 0.0 Organize the effort Task 1.0 Identify what exists Task 2.0 Understand what is desired Task 3.0 Explore possible directions Task 4.0 Refine the master plan directions Task 5.0 Agree to move forward Subtotal Total Fees $ 3,300 $4,200 $ 3,600 $11,600 $16,800 $7.200 $46,600 Expenses (mileage/printing/plotting) $ 1.400 Total Fees with expenses $48,000 HKGi will complete this work according to a schedule defined in concert with the City of Centerville 's completion deadline of December 1, 2005. Our ability to complete the project in the stated time frame depends upon receiving notice to proceed in a timely manner. Our experience suggests this work typically takes a six-month or more duration. However, we will have the staff capacity to add additional resources should they be needed to complete the project within the desired time frame. A detailed schedule would be prepared as we commence the project in Task 0 Organize the Effort. Project Fees and Schedule Hoisington Koegler Group Inc. 11I11 ~n pilge16 PROFESSIONAL EXPERIENCE BRAD SCHEIB, a vice president and community planner with Hoisington Koegler Group, has provided planning expertise to a number oflarge scale projects covering a wide range of planning issues. Most significantly, this project experience includes redevelopment projects, especially those involving transportation and transit corridors, and comprehensive planning projects throughout the Twin Cities Region. Brad also possesses project management experience on comprehensive plans in Moorhead and Ramsey; the Town and Country AUAR in Chanhassen; and redevelopment plans in Newport, the Corcoran Neighborhood in Minneapolis, and the Soutwest Transitway Analysis in Hennepin County. AREAS OF EXPERTISE Brad specializes in land use analysis and planning, especially related to redevelopment and transportation and transit corridors. He has become HKGi's resident Transit Oriented Development (TOD) expert through his work on severalTOD-related projects. Such projects typically focus on redevelopment. Consequently, Brad possesses a broad base of redevelopment planning knowledge. He has also toured several U. S. regions in order to learn about how other areas have addressed redevelopment andTOD issues. Brad's communication and public facilitation skills have been essential to his professional success. These communication skills are especially important in building public support for initiatives developed during the planning process. Brad has been able to establish trust with members of the public, an ability that has helped ensure that projects can progress smoothly once the planning process is finished and communities begin to implement their plans. EDUCATION Bachelor of Science in Community and Regional Planning, Iowa State University Minnesota Real Estate License, Prosource Educational Services MEMBERSHIPS AND AFFILIATIONS Minnesota Chapter, American Planning Association American Institute of Certified Planners Sensible Land Use Coalition Minnesota Design Team (Co-Leader) Urban Land Institute BRAD SCHEIB, AICP VICE PRESIDENT HOISINGTON KOEGLER GROUP INC. PROJEIT EXPERIENCE CIty of Champlin, MN; - Mississippi Crossings Redevelopment Plan - Comprehensive Plan Amendment - GIS Slrafegle Plan City of Ramsey, MN; - Comprehensive Plan - Redevelopment Planning - Commuler Rail Slalion Area Planning City of Newport, MN; 7th Avenue Redevelopment Plan City of Osseo, MN; Downtown Market and land Use Study City of Moorhead, MN; - Comprehensive Plan . Growth Area Planning - Zoning Ordinance Revisions City of Hastings, MN; Downtown Master Plan Metro Transit; - Northwest Corridor BRT Station Area Planning Hennepin County, MN; - Golden Triangle land UselTransportatlon Study City of SI. Paul, MN; - E. 7th StreeVAreade/Seeger Square TOD CharreUe - University Avenue/Dale Street TOD Study City of Minneapolis, MN; Hoisington Koegler Group Inc. mil lBD page 17 ~ PROFESSIONAL EXPERIENCE JeffMcMenimenis an award winning landscape archite<.twith over fifteen years of experience in urban, resort, commwrity and campus planning, and public space design.As Director ofDesign ofHKGi, Jeffplays a leadership role in the design of many of the firm 's projects. Jeffishighly regarded for his commitment to producing legacy project work and the ability to bring creative solutions to complex land development problems. Jeffhas extensive experience on a wide variety ofprojects throughout the country and abroad. Most reoendy, as a project leader with Design Workshop in Denver, Colorado, Jeff sucoessful1y led the design and implementation ofDenver's Riverli-ont Commons,anaward winning brownfieldredevelopmentlocated in Denver's Central Platte Valley. AREAS OF EXPERTISE Jeff's experience and expertise stretches across a broad spectnnn of the planning and design discipline. In particular, however, Jeffbrings superb design talents and sensibilities to the task of place-making in urban environments. He has traveled extensively throughout the world, studying the plawring and design of great cities and public spaces. He has successfully leveraged that interest with his talents and a commitrnentto producing qualityworkto implement several award winningprojects throughout the country. Jeffis also committed to active participation in professional, commwrity and academic organizations. He has been an active member of the Urban Land Institute and the Society of College and University Plawring. He contiuues to stay actively involved as aninstructor,juror and mentor for the University of Colorado at Denver and the University of Minnesota College of Architecture and LandscapeArchitecture. EDUCATION University ofMinuesota, LandscapeArchitecture University of Colorado at Denver, Urban Design AWARDS Congress for New Urbanism, Charter Award, Denver Riverfront Commons, Denver, Co.,2003 Valley Forward Honor Award, Kierland Commons, Phoenix,AZ., 2003 Colorado Chapter ASLA Honor Award, Denver Riverfront Commons, Denver, CO., 1998 REGISTRATION Minnesota, license No. 43941 JEFF McMENIMEN DIRECTOR OF DESIGN HOISINGTON KOEGLER GROUP INC. PROJECT EXPERIENCE 'City and County of Denver, CO - Denver Riverfront Commons Neighborhood Master Plan (Includes streetscape design of ten residential and retail streets) . Uno(al Redevelopment Study 'City of Aurora, CO - Martin Luther King. Jr. Ubrary Plaza Redevelopment Design . Sand Creek Parkway Streets(ape Design City of Grand Rapids, MN; Downtown Master Plan Ryan Companies; Minneapolis, MN; Bassett Creek Valiey Redevelopment Master Plan City of Moorhead, MN; Growth Area Plan Hennepin County/Ctly of Edina, MN; Southdale Area Land Use and Transportation Study Banff, Alberta, Canada; Banff Downtown Revitalization Plan 'City of Phoenix, M.; Kierland Commons Specialty Retail Center 'City of Albuquerque, NM; High Desert Community Master Plan City of Tusayan, M.; Canyon Forest Village Master Plan City of Broomfield, CO - Palisade Park Town Center Master Plan - Limestone Town Center Master Plan , work perfromed with previous employer Hoisington Koegler Group Inc. 11111 ~n fJilge 18 EXPERIENCE Bryan Harjes' experience includes work on a mnnber of master planning projects for both private sector and public sector clients. In addition to providing his site design expertise to anumber of residential and mixed useprojects, Bryan has also contributed his urban design skills to several redevelopment projects, including downtown revitalization plans for Hutchinson and Excelsior; redevelopment guides for areas in Little Canada and Prior Lake; and streetscape improvements for a number of communities. In addition, Bryan has played a critical role in the design phase on larger neighborhood design projects in Cottage Grove and Farmington, as well as the Upper HarborTerminal Design project along the Upper Mississippi River in Minneapolis. Bryan has contributed to a number of park design projects, most notably the award- winning Hastings River Flats project that features ecological restoration and preservaton, interpretive resources, and festival grounds on an abandoned industrial site. Finally, Bryan has produced construction documentation forthe implementation phase of a number of projects. AREAS OF EXPERTISE Bryan's interest and skill in neighborhood design has helped him become one of HKGi's design experts, particularly in the areas of urban design and residential site design. He has been the principal designer for a series of residential development projectsin Cambridge, Ramsey, Carver, Chaska, Gem Lake,and Cologne, Minnesota. His design talents bave also been tapped for the East Ravine Neigbborhood Pre- Design projectin Cottage Grove. Bryan's experience developingalandscape/ screening concept for KARE 11 's office along Highway 55 in Golden Valley led him to be called on to compose a revised landscape and screening ordinance for the City of Bloomington. EDUCATION Bachelors ofEnviromnental Design, University of Minnesota M.L.A., llniversityofMinnesota REGISTRATION Landscape Architect, Minnesota BRYAN HARJES, RLA HOISINGTON KOEGLER GROUP INC. PROJECT EXPERIENCE City of Hutchinson, MN; Downtown Revitalization Master Plan City of North Branch, MN; ESSBY Redevelopment Area Master Plan City of Excelsior, MN; Downtown Revitalization Master Plan City of Utile Canada, MN; Uttle Canada Raad Streetscape and Amenities Improvements City af Champlin, MN; Highway 169/Community Entry Construction Details City of Hastings, MN - Downtown Redevelopment and Levee Park Improvements -Hastings River Flats and Interpretive Center - Roadside Park Concepts and Master Plan - Wallin Park Concepts and Master Plan City of Prior Lake, MN; Downtown Redevelopment Guide City of Cottage Grove, MN; East Ravine Neighborhood Pre-Design MetroPlains Development; State Hospital Site Master Plan, Cambridge, MN City of Charles City, IA; Main Street Redevelopment Concepts Hoisington Koegler Group Inc. 11113 ~n page 19 PROFESSIONAL EXPERIENCE Ul Leatham is a registered landscape architect with experience in applying GIS applications as a tool for site design, land use planning, transit oriented development projects and ecological systems analysis. She has been responsible for GIS data collection and coordination on comprehensive planning projects in Chanhassen, Hastings, Faribault, Eden Prairie and Cottage Grove. lnaddition to her GIS expertise, Ulhas contributed parks planning and design expertise to both comprehensive plans and individual park projects. Most recently, Ulled Hassan Township through a comprehensive park, trail and open space planningprocess. She also helped develop the parks component of comprehensive plans for Faribault, Ek River and N orthfield. AREAS OF EXPERTISE Ul's primary area of expertise has been as a GIS specialist. Her extensive GIS contributions to the award-winning Mississippi River Greenway Strategic Plan were essential in building an ecological framework around which to build the plan.As the GIS ooordinator on a number of projects for HKGi, she has been responsible not only for compiling the maps and the data necessary to compose them, but she has also beenresponsible for ooordinating the GIS work performed by other consultantfirms. IiI's responsibilites with HKGi have also been increasing as she has begun to playa more active role in project management and the public participation phases of the planning process. Partiarlarly throughher project work in Hassan Township and the City ofChanhassen, Ul has begun to further develop and exercise her communication skills. The success of these projects indicates that she will continue to assume an increasing role on future HKGi projects. EDUCATION M.L.A. - University of Minnesota B.A., Political Science - Emory University, Georgia AWARDS 1999 ASLA MeritAwardfor Student Work LandscapeArchitectureAcademicAchievementAward, 1998, 1999 ACTIVITIES AND AFFILIATIONS ASLA, Minnesota Chapter "Valued Places--LandscapeArchitecture in Minnesota" - contributing author LILLIAN LEATHAM, RLA HOISINGTON KOEGLER GROUP INC. PROJECT EXPERIENCE Ryan Companies; Bassell Creek Valley Redevelopment Master Plan, Minneapolis, MN City of Collage Grove, MN; East Ravine Neighborhood Pre-Design CIties of Hopkins and Mlnnetonka; Shady Oak Road liInd Use Study City of Mlnnetonka, MN; Glen liIke Neighborhood Master Plan City of Minneapolis, MN; Downtown EasVNorth Loop Master Plan City of Maplewood; Gladstone Neighborhood Redevelopment Plan Premier Development; Master Planning, Dayton, MN City of Hastings, MN; . Hastings Greenway Plan - Downtown Revitalization Master Plan City of Sarteli, MN; Area Development Plan City of Mound, MN; - Greenway Concepts - Mound Vision Downtown Revitalization Hennepin County/City of Eden Pralrle, MN; Golden Triangle liInd UselTransportalton Study Cities of Long liIke and Orono; Highway 12 Tumback Study Hoisington Koegler Group Inc. !ll1I ~n page JO A Redevelopment Master Plan Proposal For Downtown Centerville Submitted by: I@JI ~~~oo ~SpS??~~T~~ Contact: Harold Skjelbostad, ASLA Biko Associates, Inc. 79 13th Avenue Northeast, Studio 104 Minneapolis, Minnesota 55413 612.623.4000 ~ I , June 16, 2005 1@11 ~~~oo ~SpS??~~T;~ June 16, 2005 Mr. John Meyer, Finance Director City of Centerville 1880 Main Street Centerville, MN 55308 Dear Mr. Meyer: Biko Assodates, Inc. appredates your sending us an RFP for the Centerville Downtown Redevelopment Master Plan project, and we are pleased to present our proposal. Biko Associates' planning and design practice was built serving small cities in Greater 1vfinnesota. Through the years our company and the scale and scope of our projects have grown, but some things haven't changed. For one, we continue to understand that successful planning/design projects must revolve around a study process that involves community stakeholders including residents, business owners/ operators, institutions) elected officials, and staff. We have assembled a team for this project that has both the skills and experience to involve community members; develop, analyze and interprer background data; and provide credible recommendations to guide your community's future growth and development. We would be pleased to put our skills and experience to work for the City of Centerville. Our Team includes: William Smith, AICP - Prindpal in Charge Harold Skjelbostad, ASLA - Project Manager Robert Claybaugh, AlA - Project Architect John Dillingham, PE - Project Engineer Paul Anton - Market Analyst Sincerely, ~ I ~'d ~e~ Harold Skjelbostad, ASLA Project Manager and Primary Contact Person 612.623.4000 COMMUNITY PLANNING AND DESIGN LAND USE AND TRANSPORTATION POLICY RESEARCH AND ANALYSIS GIlAIN BELT BREWERY BOtTLING HOUSE 79 13th AVENUE N.E. STUDIO 104 MINNEAPOLIS, MINNESOTA 55413-1073 PHONE: 612-{iZ3-4000 FAX: 612-{iZ3-oZ00 FIRM INFORAMTION Biko Associates' work experiences are separated into the following categoties: Community Planning and Urban Design Sire Planning and Architectural Design* Transportarion and Traffic Planning 50% 30% 20% Biko Associates assembles consultant teams that are tailored to specific projects, based on needed qualifications and skills. Architectural design on the Cenrerville Downtown Redevelopment Master Plan study will be provided by our sub-consultant, Robert Claybaugh who is rhe founder of Claybaugh Preservation Architecture*' Utiliry and infrastructure review and recommendations will be handled hy John Dillworth, PE, Alliant Engineering Inc.. Market review and assessment will be conducted by Paul Anton of Anton Lubov Inc. Biko Associates has prepared numerous plans borh for cities and towns in the Upper Midwest. Downtown Plans are parr of the following list of projects: . Anoka . Athens Township . North Branch . Pine City . Frazee . Bettendorf . Eau Claire . Ramsey Related planning experiences in small cities in Greater Minnesota include planning conducted for the Minnesota Main Street Program (now Hometown, Minnesota): . Montgomery . International Falls . Renville . Belle Plaine . Wabasha . Detroit Lakes In addition to Biko Associares' downtown planning and design experience with small cities in Greater Minnesora, Mr. Skjelbostad is the 2005 Chair of the Minnesora Design Team (MDT) and has served as a team leader for the MDT. This work has resulred in the preparation of downtown plans for rhe cities of Caledonia, Pillager, Starbuck, Osakis, Rice and Albert Lea. FIRM PRINCIPALS Firm principals include William Smith, AICP, in charge of planning and transportation and Harold Skjelbostad, ASLA, in charge of landscape arChitecture and urban design. CONSULTANT TEAM Team Members The Biko Associares Consultant Team will be led by Harold Skjelbostad, ASLA, who will spend approximately 20 percent of his time on the project over six months. Harold will serve as project manager and team leader. As projecr manager, he will serve as the ptimary point person on the projecr and will be the "go to person" when issues arise. Project management responsibilities will also include: . Contact and communication with the client, associared agencies and other City consultants . Scheduling meetings and events . Agenda preparation . Submitting monthly invoices and progress reporrs . Proactive troubleshooting to identify and address project-related issues early on As consultant team leader, Harold will be responsible for: . Organizing the ream . Quality control . Schedule adherence . Ensuring materials and information are available Biko Associates has found grear success wirh the "working projecr manager model." As a working projecr manager, Harold will address planning and design issues relared to visioning, development straregies and policies and agency and other consultanr coordination. He will also lead activities relared ro preparation of alternative land use and housing developmenr scenarios. Working with Harold will be William Smith, AICP. Bill's role on the project will be ro conducr the analysis of existing eonditions including land use and zoning and stteet and infrastructure sysrems. He willRalso conduct the inventory and assessment of rhe existing housing stock. Page 2 Bill will conduct the stakeholder interviews and will serve as the lead faciliraror during the Community Meetings. He will additionally conduct the assessment of benefits and costs for each alternative Downtown Plan and will facilitate the Steering Committee)s evaluation and screening of the alternatives and the selection of a pteferred alternative. Bill will spend approximately 15 percent of his time on the project over six months. Rohert Claybaugh will assisr Biko Associares with preparation of alternative Downtown Plans both from the perspective of urban design but also with an eye roward historic and sustainable architecture.. Robert's extensive experience and his ability to graphically communicate planning and design concepts will be invaluable to demonstrate concepts in plan view and 3D views. His work with form- based codes will also be critical to the development of implementation policies for the Downtown Plan. John Dillingham, PE, will assist Biko Associates with the review and recommendations for infrastrucnue improvements based on plan planning and design directions. John will rely on existing conditions information from prior utility studies to assess infrastructure needs. Paul Anton will assist our Team by reviewing existing market data from prior studies and make recommendations for ways in which Centerville can better position itself to respond to market conditions and anticipared changes. Housing and commercial markets will be assessed specifically looking at conditions that may affect the Downtown Plan. Biko Associates tecbnicians will collect and prepare base information and will be responsible for the development of mapping and graphics. CURRENT ACTIVE PROJECTS The following is a list of current active projects for Biko Associates. Included is the type of project location, firm's role and status. . Anoka North Central Business District Master Plan Location: Anoka, Minnesota Firm's role: Urban planning, design, recreational and trail planning and design and parking needs and demand analysis Status: On-going . Anoka County TOD Housing Study Location: Fridley, Coon Rapids and Anoka Firm's role: TOD planning and design for housing related to the Northstar Commuter Rail Une Status: Final revisions to the Final Report . Anoka Commuter Rail Transit Station Location: Anoka, :Minnesota Firm's role: Urban and TOD planning and design Status: On-going . Anoka Community Space Plan Location: Anoka, Minnesota Firm's role: Riverfront recreational and trail planning and design Status: 75% complete . Glen Haven - Commercial Development Location: Glen Lake, Minnesota Firm's role: Site planning design and transportation planning Status: Pending developer approvals . Lake Street Redevelopment Location: Lake Street in Soutb Minneapolis Firm's role: Analysis and development of objectives for future mixed use options along Lake Street from 4th Avenue to Blaisdell Ave. Status: Final revisions to the Final Plan . Collin Park Location: Athens Township, Isanti County Firm's role: Recreational and trail planning and design Status: On-going Our planning/design experience in four communities is discussed below. The four communities are Anoka, North Branch, Pine City, and Athens Township. Project sheets describing these projects in more detail are included at the end of this proposal. Anoka North Central Business District Master Plan 2002 - 2005 Biko Associates was selected by the City of Anoka to conduct a Planning Facilitation Study to initiate planning and design for their underdeveloped North Central Business Disttict (NCBD). This work was a public participation and facilitation process to determine the nature and extent, vision and character of the last remaining urban development opportunity for Anoka. This involvement expanded to an Page 3 ongoing consulting relationship that has resulted in the following list of work: . Public Facilitation Study . NCBD Design Guidelines . Initiation of a Master Developer Direction for Implementation . Preparation of a Master Developer RFP and Orchestrating the Selection Process . Preparation of the NCBD Master Plan . Preparation of the Rum River Community Space Plan . Livable Communities Grant Application . Anoka Commurer Rail Transit Station 2002- 2005 Biko Associates was selected to incorporate the principals of Smart Growth and Transit Oriented Development into the proposed Northstar Commuter Rail Station in Anoka. This station location continues to receive rhe highesr ranking of all stations along this new mil line in terms of residential and commercial development opportunities. Work on this project in on-going and only draft plans have been produce thus far. North Branch Research and Planning/ Design Services 1995 - 1997 Biko Associates was selected by the City of North Branch to conduct a number of research and planning/design studies beginning in 1995. First, Biko Associates conducted socia-economic and demographic research thar was used by rhe City ro prepare a successful Small Cities Developmenr grant, which was submitted ro the Minnesota Department of Trade and Economic Development. Following this work, Biko Associates was selected by Notth Branch to prepare a downtown and commercial area revitalization plan. The plan included the ttaditional down-town Ca cenlral business district) and the TH 95 commercial strip and I-35/TH 95 commetcial interchange area. Finally, Biko Associates prepared the first comprehensive plan for the City of North Branch, Minnesota, following the merger of Branch Township and North Branch. Biko Associates was responsible for completing all elements of the comprehensive plan including: . Public participation process . Land use . Community services, . Transportation, . Public infrastructure, and . Open space protection The comprehensive plan was completed in 1997. Following completion of the plan, Biko Associates was contracted to update the new community's zoning and subdivision ordinances. Pine City Comprehensive Plan 1998 Biko Associates was contracted to prepare the Comprehensive Plan for Pine City. The planning process included community charrettes. This was a first-time occurrence for communities in Minnesota_ Critical issues were orderly housing development and stahilizing the downtown area. The recommended approach was developed during a community charrette process where residents discussed logical ways to define districts (larger neighborhoods) within the community. Each district was allocated a share of anticipated future residential development in the comprehensive plan. Athens Township Comprehensive Plan 2003. 2004 The Athens Township Comprehensive Plan was only completed in 2004, and represented the community's first comprehensive planning effort. Critical issues included: a) the possibility of hostile annexation from the city of Isanti, b) impacts of TH 65 as a barrier that prevents community cohesion, c) environmentally sensitive lands and the identification of appropri-ate land uses (most importantly residential development), and d) development of a town center. The most significant element of the Comprehensive Plan relative to Centerville is the introduction of the Town Center for Athens Township. Biko Associates produced 90% of the Comprehensive Plan. A sub-consultant to our team prepared zoning ordinances for the community. OUf scope of services included a complete process for the preparation of the Comprehensive Plan. The planning process relied heavily on public participation. We utilized Township open house, rhe Annual Meeting and close coordination with Township Supervisors and Planning Commissioners to successfully complete the Plan. Page 4 Biko Associates~ references are presented below and on our project sheets, which identify and describe a project and list a contact persons name, address, and phone number. . Pamela Miner, AICP Planning Division Supervisor Minneapolis Community Planning and Economic Development Department 350 South 5'" Street, Room 210 Minneapolis, MN 55415 612-673-3240 . Mr. Thomas Leighton, AICP Senior Planner Minneapolis Community Planning and Economic Development Department 350 South 5"' Street, Room 210 Minneapolis, MN 55415 612-673-3853 . Ms. Carolyn Braun, AlCP Planning Director City of Anoka 2015 1 sr Avenue North Anoka, MN 55303 763-576-2722 . Mr. Rick McVenes Board of Supervisors Athens Township 883 261st Avenue NE Isanti, MN 55040 763-444-8097 Biko Associates was founded by individuals who believe in the effectiveness and value of an inclusive and empowering planning and design process. Commitment to this approach led the partners to design their services around community involvement and participation and the principal that opportunities to choose should be given to institutions and individuals who are often excluded from public debates and decision-making processes. Biko Associates stresses objective and fair analysis, attention to detaill dear and precise presentations and high level of client contact and communication. Biko Associates is recognized as a leader in the area of public involvement and citizen participation. Biko Associates are experts in the areas of planning and design. Stakeholders of Centerville are experts in understanding local needs and issues that will lead to a successful future. Our mission and philosophy is to bring these two talents together to forge a plan that responds to local, gtassroots interests and needs and is tempered by a knowledge of local, area, and regional planning and design issues that will help craft the most effective Master Plan for Downtown Centerville. Weare advocates and adherents of the philosophy and practice of Smart Growth. We promote these goals in current and past projects. We are champions of Transit Oriented Development (TOD). Our work professionally and our affiliation with the Congress for the New Urbanism and the Minnesota Design Team atc witness to our commitment. It is our understanding that the City of Centerville, like most similar communities in the Metro Areal are experiencing those internal and external influences that cause the need to reassess near term and long range maintenance and growth strategies and goals. Master Plans by their very title and nature are activities that accomplish these goals. This planning process must address the current needs of Centerville, for example, to compete favorably with adjacent communities, and to ensure its future viability by preparing and following a guide, a Master Plan. We also understand that planning and design analysis for the downtown area will need to be informed by completed research and planning studies and ongoing planning efforts. Among the completed planning studies are the city's comprehensive plan, the result of the Minnesota Design Team's visit in 1998, a Streetscape and Urban Design Guideline Plan, Anoka County's plans for the realignment and reorganization of lands adjacent to CSAH 14 & 21, and studies that addressed utilities, housing and Centerville's economic market. Page 5 PHASE 1: GETTING STARTED Task 1: Establish Steering Committee The Steering Committee might include a Plan-rung Commissioner, the City Administrator, members of the business community, and local institutions, and citizens. The Commitree will be engaged throughout PHASE 2: DEVELOP ALTERNATIV the COutse of the project at five Steering Committee Task 7: Conduct Consultant Work Sessiol meetings. With information learned from Phase 1 act Task 2: Collect and Anal}'?e Data the consultant team will prepare alternative Data, including existing land use and zoning mapping; planning and design concepts for the down information on building permits and housing starts; Th area. e concepts will represent key e1em( reports on the age, condition, and value of residential of downtown such as: community facilities properties; previous plans and studies; US Census information, and other materials will be collected and services, land use, transportation, infrastruc analyzed. A technical memorandum will be prepared town form (community design and image) Page 8 The scope of the information base will include socio- economics and demographics, development projections, the built environment, and the natural environment. Phase 1 will also include field reconnaissance activities; interviews with key stakeholders, elected officials and staff; and the first Community Meeting. PHASE 2: ALTERNATIVES DEVELOPMENT This Phase will focus on the development of alternative downtown plans. It is anticipated that Phase 2 will result in 2-3 alternative downtown plans, which will be further refined in Phase 3. The alternative plans will be: · Developed to respond to growth demand projections prepared in Phase 1 and · Developed hased on physical impacts to the study area specifically CSAH 14/21 and . Evaluated against economic/ fiscal impacts, environmental impacts, and the community vision and City goals and objectives in Phase 1. PHASE 3: SELECTION/REFINEMENT OF A PREFERRED DOWNTOWN PLAN This Phase will include tasks where the alternative Downtown Plans will be presented at a second Community Meeting. The Phase 3 process includes work with the Steering Committee to select a preferred Downtown Plan. This final Phase of the Downtown Plan process includes the refinement/completion of mapping and preparation of a draft plan and a final plan. The draft plan will be presented to the Planning Commission for review and approval. The final plan will be prepared for Council adoption. WORK PROGRAM TASKS for distribution to the Steering Committee tl summarizes findings from Task 2. Task 3: Conduct Field Reconnaissance and' Base Mappin!'; The reconnaissance activities will be conducl two parts. The first part will require four hq Saturday morning where the con-sultant tearj guided through the community by rhe Steed/ Committee. At the conclusion of the guided, Committee will meet to provide the consultal with an Infirmation T'ronsftr, focusing on the n important issues to address during the comp hendsive plan study. The second part of the reconnaissance activit be conducted by the consultant team indepe. of the Steering Committee. A technical memorandum will be prepared to document from Task 3. This memorandum, which will base mapping, will be distributed to Steering Committee members for review and commer Task 4: Conduct Stakeholder Interviews Interviews with up to 10 key stakeholdel (community members, consultant engine and Scott County representatives) will b( conducted. A technical memorandum documenting the interviews and summar: findings will be prepared for distribution Steering Committee members. Task 5: Facilitate Second Steering Committee Meeting The Steering Committee will meet with the COl team to discuss technical reports submitted to document Tasks 2, 3, and 4 and provide input planning the first Community Meeting. Task 6: Facilitate First Communil;y Meeting The consultant team will facilitate a Communi Meeting (Kkk-Off Meeting) where findings fr Tasks 2, 3, and 4 will be presented and the community will be actively engoged to define i and a community vision, goals and objectives. memorandum documenting findings from the Community Meeting will be prepared for clistti to the Steering Committee. The Downtown Redevelopment Master Plan study should additionally be informed by the community's zoning regulations, development of zoning standards and coordination with Anoka County's comprehensive plan. Centerville's Downtown Redevelopment Master Plan should not only address immediate concerns, but also provide the community with design srandards, development policies, and an implementation plan that can be used to stage future development. One of those future stages is dealing with the private development community. We have had recent success with assisting Cities with public/private development coordination in terms of planning and design efforts and assisting with developer selection and plan implementation. Our planning/design process will track that of a typical comprehensive plan with the focus being the downtown and associated influence zones around the existing downtown. The identified planning and . design issues include: . Communil;y Image and Identit;y What and where is Centerville? A critical first question is what does Centerville have to offer and how can that message be transmitted to the region. This is a community visioning exercise not dissimilar to process and exercises conducted during the Design Team visit. It is important to recognize those efforts and reinforce them through this Master Plan effort. Past work will form the foundation for answers to the what and where question. . Complete Inventories We will conduct complete inventories of existing systems including housing, husiness, transportation, trail, shore land, building conditions, city properties, County Highway land takings and environmental to assess Plan needs to address specific topics. This task will be further refined as we move through the planning and design process. . Land Use and Growth Management The City needs to ensure that land is being consumed in a logical and sustainable manner in order to conserve resources and provide residents the greatest efficiencies and economies possible. Growth is not a problem. Unbridled growth that occuts where it should not occur and in a manner that does not reinforce the community's vision, Page 6 goals, and objectives is a problem. Growth thar is not reflective of the vision, goals and objectives for the downtown area is counterproductive. Smart Growth philosophies and practices apply well to CenterviUe. Centerville would do well to investigate and embrace the practices of Smart Uving, prior to and together with the stated desires to incorporate Smart Growth principals. Smart Living embraces those activities that we can all enjoy and use today that help to reinforce Smart Growth principals. One example would include opting to bike or walk for some daily errands even though there might not, as yet, be a dedicated biking or walking path available. Another example is opting to live near employment. Granted, not all can afford to move based solely on employment, but great benefits can be derived to reducing commuting time and energy consumption. Economic Development and Market Analysis Protecting that which exists and augmenting existing ventures with complementary uses is vital to the success of any downtown area. Centerville must identify its role in the area and region and approach market and economic development opportunities that are realistic given surrounding influences and the needs of the local communiry. We will rely on existing market data and studies prepared by The McComb Group to assess market conditions and make recommendations to adjust the economic development focus to better respond to influences. The end result will be ro determine the direction of business activities, and evaluate the potential for strengrhening the downrown through economic development opportunities. . Housing There is general understanding that a mix of housing options contributes to the health and diversity of a community. Housing, arguably the most expensive investment a community's residents will ever make, is the single most important factor that contributes to a communiry's identity. An inventory will be conducted as part of the planning process to assess the current state of housing supply, location, condition and value based on available data and studies. Analysis will also be conducted to assess future demand for various types of housing (single family and multi- family) for various housing markets and a range of ptice points. . Housing recommendations will address location and design issues. A focus will be on sustainable housing development that might be suitable fot the downtown area. . Transportation The ability for Centerville to influence the nature and extent of proposed County Road 14/21 improvements is vital to offset ot reduce negative impacts to the downtown area and rake advantage of opportunities to use the County Road 14/21 improvements to reinforce downtown planning and design goals and vision. Coordination with the Anoka County Highway Department is one of our first tasks. linkage to areas within Centerville and linkages to surrounding transportation systems is vital to this plan component. It is clear that with change, the City will want to be able to identify the impacts of current and future growth on downtown streets and intersections including an assessment of congestion issues and level of servICe. Multi-modal transportation issues will be addressed. The ability to add transit options to the transportation plan is critical to set Centerville apatt from regional competitors for economic growth and development options. A patking needs assessment will be conducted as part of the transportation section of the Downtown Plan. An analysis of needs and demands will set the srage for the incorporation of a logical parking plan based not just on individual needs but on the needs of the entire downtown area. . Environmental Analysis Analysis will be conducted to identify natural and built areaS where potential environmental issues may arise. Areas of concern will often be where: a) sensitive receptors interface with the externalities of development (parking lots, parking lot lighring, traffic, etc.) and b) where development interfaces with the natural environment, edge conditions. Polluted sites are mentioned in the RFP. We will document know sites and consult with the EP A to determine mitigating measures and potential costs. We stress environmentally sensitive plaru design in all our work. Centerville offers opportunities given the downtown's ptO> Centerville Lake. Green technology will incorporated into the planning process tc compliance with environmentally sen, practices. . Demographic and Economic Informatiol Forecasts Past studies will fornl the foundation for work. Past and current US Census data" analyzed to provide a base of information the community. Socia-economic and demographic data will serve as the base ft which projections will be made. . Design Guidelines Urban design and atchitectutal design gui, will be developed that reinforce Smart Gr principals and the unique historic charact' Centerville. . Development Strategies One of the key components of a Master P implementation or the "Now What" secti< Centerville will need assistance from the development community to ensure a viabl successful downtown. One way to ensure success is to engage the development com early in the process as a sounding board ar resource for decision-making. We have fo success by involving developers in tours at roundtable discussions. We have assisted I with the preparation of Requests for Prop' from the development community and h" acted as a liaison between Cities and deveh to ensure planintegtity. Biko Associates' proposed work program is di, into three phases, and each phase is divided int, specific activities. PHASE 1: GETrING STARTED This Phase will be devoted to establishing and working with a community-based Steering Corr and building a database of information and red, a community downtown vision. Page 7 induding building design and streetscape. Alternative design standards and policies will be developed. Task 8: Facilitate Third Steering Committee Meering The Steering Committee will meet in a work session to review the alternative concepts and assist the consultant team in the selection of concepts that should be synthesized to develop twO alternative downtown plans. Task 9: Develop Alternative Downtown Plans With input provided by the Steering Committee, the consultant team will prepare two alternative downtown plans that ate based on concepts prepared in Task 7. Each plan will include downtown land uses, transportationl circulationl patking improvements to accommo-date new land uses and future travel demand, infrastructure improvements, and streetscape treatments and community image enhancements. Alternative policies and strategies will be developed to accompany each of the two plans. PHASE 3: SELECT/REFINE PREFERRED ALTERNATIVE Task 10: Facilitate Second Community Meeting The consultant team will facilitate a second community meeting to present and explain the two alternative downtown plans. The meeting will consist of three sessions: a) Open House where community members will be able to review the two alternative concepts; b) Formal Presentation where the consultant team will present the two plans and describe associated characteristics, costs and benefits, and development implications; and c) Open Microphone where community members are able to ask questions and provide comments on the two alternatives. A technical repott will be prepared to document findings from the Community Meeting. The teport will be distributed to the Steering Committee. Task 11: Facilitate Foutth Steering Committee Meeting The third Steering Commitree meeting will be held to allow the Committee to review I discuss findings from the Community Meering and select a preferred downtown plan from the twO alternatives. The consultant team will develop an evaluation and ranking methodology to assist the Steering Committee in the selection process. Evaluation criteria will be developed to reflect information learned in Phase 1 that specifically addresses identified Issues, community vision and goals, and input provided by stakeholders. As mentioned the costs and benefits of each alternative will be calculated, as will development implications. 'These will also be available to assist the Committee in it comparative evaluation and selection of a preferred alternative. DOWNTOWN REDEVELOPMENT MASTER PLAN PLANNING/DESIGN PROCESS ~ ~ w.......... ~ CoooaIloo -. - .T~ -- .PI~aphk o.....-......hlti&n ......-"", -- ......- "'" ~OlIMVision -- de..d:,.~._ll gools t ....... -- - ~~'" "'n: ~ -. -. - i ........ -.. - l 1--:1 :~i~1 - PHASE 1 GETTING 51 ARTED PHASE 2 DEVELOP All ERNA liVES Page 9 Task 12: Refine the Preferred Alternative The preferred alternative Mil be refined to ensure that it reflects community preferences identified at the Community Meeting and input received from the Steering Committee. Frequently in planning/ design studies, the preferred alternative is comprised of rhe best elements of the rwo alternatives and is actually a hybrid of the rwo the plans. Task 13: Prepare a Draft Downtown Plan A draft plan Mil be ptepared that includes text and illustrations to describe: . Downtown land uses, . Downtown transportation and parking systems, . Downtown streetscape and community design systems, . Infrastructure needed to support downtown development, . Design guidelines and policies to address use, frontage, and streetscape, . Implementation strategies thar identify specific improvement projects, schedule for Stooring ~ ....... ........ 1 _.- __PIal, _hl ~ lteodyCommurll'/ ........ - - - - - - - ~ implementation, public/private part-nerships, costs, and potential sources of funding. Task 14: Facilitate Fifth steering Committee Meeting The Steering Committee will meet a fifth time to review and comment on the draft plan before it is presented to the CenterviUe Planning Commission. Task 15: Present Draft Downrown Plan to the Planning Commission Based on input from the Steering Committee, the consultant team will refine the draft downtown plan and ptesent it to the Planning Commission for approval. Task 16: Ptesent the Draft Downtown Plan to Council Based on input from the Planning Commission, the consultant team Mil refine the draft downtown plan to prepare a final downtown plan and associated policies and strategies. The final plan Mil be presented to Council for adoption. SlNMj ~ - PHASE 3. SELECTIREFINE PREFERRED ALTERNATIVE Page 10 Biko Associates' ptoposed timeline for completing the project is five months. The chart presented below illustrates the project's phases against time. Staff check-point meetings will occur monthly. Phase 1: Getting Started Phase 2: Alternatives Development Phase 3: RefInement Consultant Effort Steeting Committee Meeting It. A A Stakeholder Interviews Community Meeting KickOoff Meeting A Planning Commission/Council Meeting Biko Associates' proposed budget for direct labor is detailed in the table below. Our total proposed hudget is $45,030. Direct Labor Bud et Project Phase Skjelbostad Smith Claybaugh Dillingham Anton Technicians Total Hours bv Phase Phase 1: 30 24 8 8 12 40 122 Geltin" Started Phase 2: 60 48 24 12 16 50 210 Oevelon Alternatives Phase 3: 32 32 12 10 g 10 104 Refinements Total Hours 122 104 44 30 36 100 436 bv Person Hourlv Rate $100 $100 $120 $135 $100 $60 Total Budget $12,200 $10,400 $5,280 $4,050 $3,600 $6,000 $41,530 Direct Expense Budget: Including mileage, printing, reproductions, photography $3,500 Total Budget: $45,030 Page 11 1@l1 ~~~oo ~SpS??~~T:: REGISTERED LANDSCAPE ARCHITECT Harold Skjelbostad is the principal-in- charge oflandscape architecture at Biko Associates, Inc. Mr. Skjelbostad brings over 30 years experience in the areas of master planning, TOD design and development, urban design and park and park system planning and design to the finn. EDUCATION Bachelor of Landscape Architecture, University of Minnesota 1973 EMPLOYMENT EXPERIENCE Biko Associates, Inc.; 2001 LSA, Inc., Principal, Co-Founder; 1989- 2001 BRW, Inc., Associate LA; 1983 - 1989 lnterDesign, Inc., Associate LA; 1972 - 1983 Brauer and Associates, Inc. Intern Landscape Architect; 1968 - 1972 ASSOCIATIONS Registered Landscape Architect, Minnesota 1977 American Society of Landscape Architects Co-Chair, Minnesota Design Team 2004 - 2006 Congress for the New Urbanism Minnesota Chapter COMMUNITY PLANNING AND DESIGN LAND USE AND TRANSPORTATION POLICY RESEARCH AND ANALYSIS GRAIN BELT BREWERY RO'ITLING HOUSE 79 13th A VENUE N.E. STUDIO 164 MINNEAPOLIS, MINNESOTA S5413.1673 PHONE: 612.623-4660 FAX: 612.623-11206 L~~______ ___ HAROLD SKJELBOST AD, ASLA PROJECT EXPERIENCE Town PlanninlZ North Central Business District Master Plan Downtown Anoka Aooka, MN Northstar Commuter Rail Transit Village City of Anoka Aooka, MN Townshio PlanninlZ Comprehensive Plan Greenbush Township Greenbush, MN Comprehensive Plan Athens Township Athens, MN Framework Plan Athens Township Athens, MN Comprehensive PlanninlZ Comprehensive Planning City of Anoka Anoka, MN Comprehensive Plan City of DePere DePere, WI HilZhwav Corridor Plannin!! TH 14/52 Reconstruction Aesthetic Design Review Committee City of Rochester Rochester, MN TH 61 Land Use Plan City of White Bear Lake White Bear Lake, MN Community-Based Workshops Bassett Creek Valley - Redevelopment Organization Committee Minneapolis, MN Athens Planning Workshops Athens Comprehensive Plan Athens, MN Aooka Public Facilitation Project North Central Business District & Commuter Rail Transit Village City of Aooka Aooka, MN Hawthorne Area Community Council 26t Avenue Greenway and Bicycle Path Project Concept Planning and Design Minneapolis, MN Minnesota Design Team Community Planning and Design in Numerous Cities, Minnesota Ptlge 12 1 ~ I@ll ~~~oo ~SpS?~:~T;~ TRANSPORTATION PLANNER! COMMUNITY INVOLVEMENT Bill Smith is a founder and principal of Biko Associates' transportation planning and community organizing projects. Mr. Smith draws on his experiences as a professional community organizer (1975 to 1984) to involve residents in planning and design processes to address local, neighborhood, community, and regional transportation and land use issues. EDUCATION Master of Urban & Regional Planning University ofIowa (Iowa City, Iowa) B.A. Bio-Psychology Wesleyan University (Middletown, Connecticut) EMPLOYMENT EXPERIENCE 1993 - present Principal/Owner Biko Associates, Inc. 1986 - 1993 Transportation Planner BRW, Inc. ASSOCIATIONS Certified Planner, Member AICP since 1986 American Planning Association Institute of Transportation Engineers since 1990 State of Minnesota Historic Preservation Review Board Transit for Livable Communities Board Member COMMUNITY PLANNING AND DESIGN LAND USE AND TRANSPORTATION POLICY RESEARCH AND ANALYSIS GRAIN BELT BREWERY BOTTLING HOUSE 79 13th AVENUE N.E. STUDIO 104 MINNEAPOLIS, MINNESOTA 55413-1073 PHONE: 6IH~OOO FAX: 61Z-623~200 I .. -- -- --- -- -- WILLIAM P. SMITH, AICP PROJECT EXPERIENCE Mr. Smith has experience In the following areas of transportation planning. Traffic Impact Analysis studies for large-scale residential, institutional, office, retail, and employment center developments in urban, suburban, and exurban settings Origin/Destination data collection and analysis Travel demand forecasting Transportation element of county and municipal comprehensive plans Downtown traffic circulation and parking Neighborhood-level transportation planning and traffic calming Bicycle and pedestrian planning and design Mr. Smith's project experience includes: Managed the Heart of Anoka (NCBD/CRTV) Planning Facilitation and Design project, including preparation of housing redevelopment scenarios for the North Central Business District. Managed the Lake Street Development Objectives study, developing alternative redevelopment scenarios (residential and commercial) for the Lake Street commercial corridor. Hometown, Minnesota (Minnesota Main Street Program) consultant. Provided consultant services to communities in Greater Minnesota on downtown redevelopment, economic development, traffic circulation and parking. Belle Plaine, Detroit Lakes, Hutchinson, International Falls, Montgomery, Renville, Wabasha, and others. Project manager for the City of Frazee Comprehensive Plan . Prepared transportation element for the City of Ramsey comprehensive Plan Update. Prepared the transportation element of the Itasca County, Wabasha County, and Becker County Comprehensive Plans. Managed Social and Environmental Justice outreach activities related to the update of Mn/DOT' s 20-year Statewide Transportation Plan. Outreach activities (interviews with key stakeholders and focus group meetings) targeted African Americans, Asian Americans, Hispanic Americans, and recent immigrant populations. Facilitated Mn/DOT Transportation Action Model (TAM) processes in Little Falls and Roseau, MN. These were community-based, alternative transportation planning processes linking community needs and visions with transportation-related, capital improvement planning processes. Prepared background studies and conducted a public involvement process for the City of Windom TH 60 Access Management Study. Conducted a visioning process and prepared a traffic circulation plan for the Humboldt Industrial Area in Minneapolis to reduce truck traffic impacts on surrounding neighborhoods and provide for bicycle circulation needs. Page 13 [: CLAYBAUGH PRESERV AnON ARCHITECTURE INC Claybaugh Preservation Architecture Inc (CPAi), founded in 1989, provides outstanding architectural and technical services for owners and managers of historic buildings and sites. CP Ai also provides consulting services to design professionals, and training for historic preservation professionals and laypeople. Principal Robert J. Claybaugh AlA has extensive experience with historic preservation projects and a commitment to preserving our built environment. Bob Claybaugh has worked to preserve schools, colleges, churches, courthouses, banks, and other public buildings in the Midwest and throughout the United States. His involvement has ranged from historic research at the inception of the project to providing contract documents and construction observation when the required work is underway. Working with the client, CP Ai will develop an appropriate scope of work for preservation projects of any size and budget. Historic Site Experience: CP Ai has provided restoration design services at Minnesota Historic Society properties at Historic Fort Snelling, Sibley House Historic Site, Split Rock Lighthouse, Folsom House, Historic Forestville, Lower Sioux Agency and North West Fur Post. Other historic site experience includes the Washington County Historic Courthouse, Mabel Tainter Memorial and the Robert A. Long Mansion. Form Based Design Guidelines: Robert Claybaugh has co-developed a form based approach to design guidelines for new development and existing buildings that utilizes the existing and desired context of the community to regulate how buildings front the street. We call our approach Context Based Frontage Code. We have developed a frontage code for downtown redevelopment and preservation in Taylors Falls, Hutchinson, Excelsior and Hastings, Minnesota. Downtown Fa~ade and Intill Building Experience: CP Ai served as the design architect for the Missouri Main Street Program and has worked in a number of Minnesota communities on storefront designs for historic buildings. CP Ai has also designed infill buildings tbat are compatible with the existing historic character of downtown. Robert J. Claybaugh AlA has practiced architecture for 36 years, specializing in historic preservation projects. He has developed restoration programs for numerous National Historic Sites, State Historic Sites, and National Register Properties. Bob Claybaugh has provided design assistance, training, and design guidelines for building and streetscape renovations in Main Street towns. Working with the National Main Street Center of the National Trust, he developed and presented nationwide a seminar on ADA issues in Main Street communities. Bob Claybaugh has served on the Kansas City, Missouri, Landmarks and City Plan Commissions. He is currently involved with the Minnesota Design Team, is chair of the Minnesota State Review Board for the National Register and the chair of the Taylors Falls Economic Development Commission. Robert Claybaugh has been a principal in architectural practice since 1972 and has gained a regional reputation for his expertise in historic restoration, renovation and downtown revitalization projects. He has developed successful restoration programs for many National Register and National Landmark structures in the Midwest. He has also worked with communities in Minnesota and Missouri to develop fal'ade designs and design guidelines for the renovation of historic downtown commercial buildings. EDUCATION Kansas State University, BArch, 1964 Kansas State University, BS Arch Bng, 1964 REGISTRATION EXPERIENCE Registered Architect, Kansas, Minnesota, Missouri, Wisconsin, NCARB Certified Claybaugh Preservation Architecture Inc, Principal Claybaugh Gale Anderson Preservation Consultants Inc Principal Solomon Claybaugh Young Architects lnc Principal Page 14 .... Alliant Engineering, Inc. Work History AlIiant Engineering, Inc., 1995 to present (president) BRW, Inc., 1989 to 1995 (Civil Engineer, Senior Transportation Engineer) City of Bloomington, 1986 to 1989 (Survey Lead, Roadway Design Technician) Scott County Highway Department, 1984 to 1986 (Inspector, Survey Lead) Professional Registrations Licensed Professional Engineer in Minnesota, Wisconsin, Nebraska, South Dakota, North Dakota, Michigan, Colorado, Arizona, Illinois, Ohio, Pennsylvania, Oklahoma, Florida, Tennessee, Mississippi, and Georgia. Certified by National Council of Examiners for Engineering and Surveying (NCEES) Education Bachelor of Science in Civil Engineering, University of Minnesota Background Mr. Dillingham is the founding Principal of AlIiant Engineering. He has more than 19 years of experience ranging from the design and construction of public and private infrastructure projects to the research and development of Intelligent Transportation Systems (ITS). John's primary responsibilities include project management, corporate planning, administration, and marketing. Mr. Dillingham has been the project manager for many types of projects throughout Minnesota including highway design, Intelligent Transportation Systems (ITS) implementation, multi-use development planning and engineering, and environmental studies. John has also managed many different projects for national clients in the areas of communications system design, fiber optic systems implementation, and site development. Roadway Design . TH 212 Design - Build, MN: 2005 . 1-494 Design - Build Proposal, MN: 2004 . ROC 52 Design - Build, Rochester, MN: 2002- '04 . Wabasha CSAH 5, Wabasha County, MN: 2003 . TH 52/55 and Concord Boulevard Interchange,Inver Grove Heights, MN: 1995 . TH 169, Northern Minnesota: 1995 . TH 7 at Louisiana, St. Louis Park, MN: 1994 Transportation Planning . CSAH 45, Carlton County, MN: 1995 . TH 96, St. Paul Northern Suburbs, MN: 1995 . TH 52, Rochester, MN: 1994 ... Recent Project Experience Intelligent Transportation Systems (ITS) . District 8 ITS Scoping Study, Marshall, MN: 2003 . District 6&7 ITS Projects, Rochester & Mankato, MN: 2002 . District 2 and 3 TOCC, Duluth & St. Cloud, MN: 2000 . TH 55 AATMS, Minneapolis, MN: 1999 . Smart Work Zone, Minneapolis, MN: 1998 Environmental Planning . Lexington Preserve Business Park EA W, Blaine, MN: 2003 . Sl. Catherine's EA W, Scott County, MN: Current . Mississippi Jewel AUAR, Lake City, MN: 2000 . 1-494 DEIS, Minneapolis, MN: 1995 . TH52 DEIS, Rochester, MN: 1994 Page J 5 . CITY of NORTH BRANCH COMPREHENSIVE PLAN ~ l NOI'::n.\e.~~u "''''M?'''''''l-l'''N~ve. N . LAND USE and TRANSPORTATION PLANNING INFRASTRUCTURE IMPROVEMENTS URBAN DESIGN COMMUNITY ORGANIZING CLIENT CONTACT: Mr. John Moosey City Administrator City of North Branch I~I ~~~Oo ~SpS?~~~T~~ COMM UNITYPLAN.NI NGAN DDESIG N LAND USE AND TRANSPORTATION POLICY RESEARCH AND ANALYSIS 25 UNIVERSITY AVENUE S.E. STUDIO 403 MINNEAPOLlS, MINNESOTA 55414 PHONE: 612-62J~4000 PAX: 612-623-0200 www.bikoasSOClates.cuffi Biko Associates prepared the first comprehensive plan for the City of North Branch, Minnesota, following the merger of Branch Township and North Branch. The comprehensive planning process led to a vision and community development and implementation plans for the entire thirty-six square mile area. Biko Associates had previously assisted North Branch (before the merger) by preparing a downtown and collecting/analyzing data used in its Small Cities Development grant application to the Department of Trade and Economic Development. The community addressed five main issues in the comprehensive plan: . Orderly expansion of water and sewer infrastructure . Business expansion in the downtown business district and the corridor east of 1-35 . Need for an improved industrial park Need to preserve open space, wetlands and protect native habitat . Land uses inconsistent with zoning An 18 member Steering Committee of local stakeholders directed the planning process. Interested citizens offered additional comments and visions for the future at each milestone of a three phase process. The community considered three land use scenarios addressing the main issues. The final plan created an orderly plan for development both within and outside the urban service boundary, including design guidelines for new urban development and guidelines for conservation subdivisions and cluster development in unsewered areas. Page 16 ~ Pine City Comprehensive Plan ~i iii. .. I ... . . ..... . !If i. .....,..ni.. __. .. ............ ,..'....v..._.....'.. ....,' ....._..........". :"1 l' ~ : \: '. ~ '-. .,"/. I ! I URBAN DESIGN LAND USE PLANNING COMMUNITY ORGANIZING CLIENT CONTACT: Robert Voss, City Administrator City of Pine City 300 5th St. Suite 1 Pine City, MN 55063 320-B29-2575 I~ll ~~~Oo ~SpS?~~~T~~ COMMUNITY PLANNING AND DESICN LAND USE AND TRANSPORTATION POLICY RESEARCH AND ANALYSTS 25 UNIVERSITY AVENUE S.E. STUDIO 403 MINNEAPOLIS, MINNESOTA 5541~ PHONE: 612-623-400Q FAX: 612-623-0200 w w w _ b i k 0 ass 0 C i at es . co.. m L___ __ __ __ __ __ __ __ ."JIIIII v l1li a.: l__.,;; .......;.... ....., Biko Associates, Inc., along with another firm, wrote the comprehensive plan update for the town of Pine City, Minnesota, a community of 5,000. The plan was the first in the state to use a public charrette process to guide it. In addition to standard plan elements such as population projections, street network recommendations and an environmental issue assessment, the plan is organized around Pine City's neighborhoods, and includes a small area plan focusing on Pine City's downtown. The plan also makes recommendations regarding development and annexation agreements with the surrounding townships. After collecting background information, we held a charrette to create a consensus on Pine City's future. The charrette report organized policy recommendations by neighborhood, and the focus on revitalizing Pine City's downtown with public riverfront investment, development of alternative housing, and adaptive reuse of historical structures. Page 17 I A THENS TOWNSHIP COMPREHENSIVE PLAN I r > PUBLIC INVOLVEMENT COMPREHENSIVE PLANNING TRANSPORTATION PLANNING TOWN CENTER DESIGN Client Contact: Carolyn Braun, AICP 2428115'. Avenue Princeton, MN 55371 612-867-6520 I[@I ~:~Oo ~SpS??~~T~~ COMMUNITY PLANNING AND DESIGN LAND USE AND TRANSPORTATION POLICY RESEARCH AND ANALYSIS GRAIN BELT BREWERY BOTILlNG HOUSE 79 13th AVENUE N.E. STUDIO 104 MINNEAPOLIS, MINNESOTA 55413-1073 PHONE: 612-623-4000 FAX: 612-623-6100 Biko Associates was retained by Athens Township to assist with the preparation of their first Comprehensive Plan. Prior work for the Township included the preparation of a Township Framework Plan that addressed critical, short-term issues of annexation pressure from adjacent communities and access issues along Highway 65 with MnDOT. Biko Associates successfully completed the Framework Plan that resulted in opening responsive communications with adjacent communities and an earned respect from MnDOT in dealing with transportation issues. Athens Township recognized that the Framework Plan was merely the first step in what the Township really needed, a complete Comprehensive Plan. Biko Associates worked closely with the Board of Supervisors, Planning Commission, Township staff and all residents through a questionnaire that received a 25% response rate to ensure a thorough planning and design effort and to help ensure easy public acceptance and implementation. Key components of the Plan included a sound environmentally based process to guide future growth in a manner consistent with the overriding concern of residents that Athens Township retains its rural character. Potential land planning techniques such as transfer of development rights and the introduction of a Town Center to accept the majority of future growth were used to assist the Township in achieving their goals. Page 18 ~ < I~I ~~~oo ~SpS??~ATT;~ . CONSULTING ~ GROUP, I N C. Transportation' Civil' Structural. Environmental. Planning' Traffic. Landscape Architecture' Parking June 16, 2005 Proposal No. P05274 Mr.John Meyer Finance Director City of CentervilIe 1880 Main Street CentervilIe, MN 55308 SUBJECT: CITY OF CENTERVILlE DOWNTOWN REDEVELOPMENT MASTER PLAN Dear Mr. Meyer and Members of the Selection Committee: The City of CentervilIe is embarking on a planning process to shape the future of your Downtown. This is an excellent opportunity to highlight and build on the community's existing amenities, including Centerville and Peltier Lakes and the Centerville Trail System, as well as plan for enhancements that will maintain the small-town atmosphere and promote vibrancy as the City continues to grow and evolve over the years. SRF Consulting Group, Inc. is excited about the opportunities that this project presents and looks forward to assisting the City with this ambitious effort. The SRF Team offers several key strengths to the City of Centerville: Outstanding Creativity and Vision. Led by Barry Warner, FASLA, AICP, Senior Vice President, our team is comprised of experienced planners, urban designers, and engineers with the talents and enthusiasm to ensure the success of the planning effort. Monique MacKenzie, AICP. will serve as our project manager. Monique has a great deal of redevelopment planning and stakeholder facilitation experience, working as both a city planner and consultant. She will be assisted by Joni Giese, ASLA, who brings substantial urban design and planning experience to the project. We offer the City creative solutions and a focus on creating a compelling vision, which is key to realizing Downtown's full potential and contribution to the community. An appreciation of the environmental, recreational, historic, and economic resources must be bound together with a vision plan that creates value for individuals and the community at large. . . . Multidisciplinary Expertise. Our team's diverse skills provide the technical foundation to develop realistic and implementable solutions. Each of our team members is noted for their respective expertise and demonstrated ability to successfully complete challenging projects. Working together, we offer the City of Centerville the breadth of expertise that is required by this project. Meaningful Public Process. Our proposal clearly defines a process that will elicit meaningful stakeholder input, which is critical to a grounded study that truly reflects community priorities and needs. SRF is noted for our public process and ability to facilitate stakeholder input. We excel at bringing diverse groups to the table to discuss opportunities, challenges, and limitations, with an outcome that builds positive momentum and serves as a springboard to implementation. One Carlson Parkway North, Suite 150, Minneapolis, MN 55447-4443 Telephone (763) 475-0010. Fax (763) 475-2429. http:/ /www.srfconsulting.com An Equal Opportunity Employer ----I I Related. Experience. SRF has a great deal of comparable planning experience that is presented in our proposal. We have worked for many municipalities across the Twin Cities, including St. Michael, Minneapolis, Crystal, Eden Prairie, Columbia Heights, and St. Louis Park. This experience is focused on crafting compelling vision plans and supporting them with solid technical analysis of natural resources, transportation systems, and development feasibility. By leveraging our expertise, the City can fully realize the value of your Downtown. The SRF Team has a great deal of enthusiasm for this project-we are commitred to assisting the City and providing the highest quality redevelopment plan possible. We look forward to discussing the project more fully with the selection commitree and working hand-in-hand with staff during the planning process. Through this plauning effort, we will assist Centerville's citizens as they build a stronger sense of community, and pride in their Downtown. Sincerely, SRF Consulting Group, Inc. ... ~~ Barry ner, FASLA, AICP Senior Vice President Monique MacKenzie, AICP Senior Planner o "'able of Contents o Background, Experience, & References . . . . . . . . . . . . . . .1 Philosophy & Project Understanding ................ 8 Work Program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9 Project Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 16 Project Budget . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17 ~ Centerville Downtown Redevelopment D~. MASTER PLAN o Back.round, Experjence, .. References o SRF Consulting Group, Inc. is a full-service consulting firm that was established in 1961. Today, we employ more than 200 planners, landscape architects, and engineers who work with municipalities, counties, and state agencies across the Midwest. Over the years, we have created plans that: . Guided the future urban redevelopment and infill of urban and suburban communities in the metropolitan area. . Assisted in revitalizing small towns in greater Minnesota. · Developed the tools to implement specific land planning and redevelopment goals in many communities. Successful urban planning brings design, managerial, and technical disciplines together to develop solutions for changing social and physical environments. We excel at working on complex technical planning issues and finding creative and implementable alternatives that meet stakeholders' needs. Our approach integrates the basic needs of individuals and the entire community into a comprehensive planning solution. We work with communities to develop plans and policies that are respectful of the past and recognize the opportunities and pressures on the horizon. SRF is recognized for our strengths in meaningful community input, multi-disciplinary solutions, flexibility, an adaptive process, and a comprehensive approach. Our urban planning services include: . Community planning . Downtown redevelopment strategies · Land use plans and policy development . Commercial and mixed-use corridor plans ~ . Neighborhood and district plans . Transit-oriented development (TOD) plans . Housing policies The SRF Team For the Downtown Centerville Redevelopment Master Plan, we have assembled a team with a great deal of comparable experience and the enthusiasm needed to successfully complete this project. The SRF team brings a unique blend of skills to this planning project for the City of Centerville: . Experience with similar planning projects. The SRF team has successfully completed several recent projects that are similar to the City's needs. These projects include the Heritage Park Redevelopment; St. Michael Planning Assistance and Design Services; and Elmwood Area Land Use, Transit and Transportation Study, which are described later in our proposal. . Recognized ability to foster participation. We excel at working with both the public and private sectors in an open planning process where creative thinking, objective analysis, and grounded decision making are encouraged. We take great care to listen to stakeholders-soliciting input from them is crucial to developing a plan that is truly supported by the community. . Multidisciplinary expertise. SRF has assembled a team of experts to assist Centerville in developing a plan to meet your needs. Our team is composed of senior staff members who have the enthusiasm and talents needed for this ambitious and challenging project. On the following pages, we present a brief summary of our team member's qualifications and a description of their roles on this project. Centerville Downtown Redevelopment 0: MASTER PLAN . Barry Warner, FASLA, AICP, Senior Vice President Barry, a Fellow in ASLA, is a widely respected urban planner and landscape architect with 27 years of diverse project experience. He is known for innovative design, inclusive public process facilitation, aud responsive communication with agencies and citizens as well as for managing complex urban planning and design projects to productive outcomes. Barry's knowledge of urban design, master planning, landscape architecture, smart growth, transportation, and land use will be key to developing a redevelopment plan for Downtown Centerville. Barry will serve as our principal-in -charge. Monique MacKenzie, AICP, Senior Planner Monique has extensive experience in community development, land use and zoning, and neighborhood and infrastructure planning. Her training is rooted in physical planning, and she is recognized for her skills in public involvement, economic development, and the interface of land use with transportation. In addition, she has served as a planner-facilitator for many community-based planning initiatives. Monique has recently worked on the St. Michael Downtown Plan, Crystal Heights Preliminary Redevelopment Plan, Elmwood Land Use and Transportation Study, and 38th Street Station Area Master Plan. Prior to joining SRF, she served as a City Planner for Minneapolis where she was the project leader for the land use planning strategy in the Hiawatha LRT Corridor and the principal author of the City's comprehensive plan. She has a Master of Urban Planning degree from McGill University in Montreal. Monique will contribute to land use planning, redevelopment strategies, and group facilitation. ~ --~ Joni Giese, AS LA, Associate Over the past 10 years, Joni's work has emphasized site analysis, streetscape design, trail and park design, and traffic calming. She is skilled in providing design solutions that are sensitive to adjacent land uses, roadway classifications, and pedestrian needs. Some ofJoni's recent projects include the Eden Prairie Major Center Area Land Use and Transportation Study, the Heritage Park Redevelopment Master Planning in Minneapolis, and the 38th Street Station Area Master Plan in Minneapolis. In addition, she has Master's degrees in Science and Landscape Architecture from the University of Minnesota. Joni will contribute to redevelopment strategies, group facilitation, and streetscape enhancement planning for the Centerville project. Mike Jischke, AS LA, Senior Landscape Architect Mike has seven years of experience in landscape architecture and architecture. His work at SRF focuses on urban revitalization and site planning. He is skilled at integrating multiple design informants into a cohesive plan, including analysis of existing conditions, pedestrian and vehicle movement, and natural systems. Some recent projects Mike has been involved in include the Crystal Heights Redevelopment Plan and the 38th Street Light Rail Transit Station Area Plan. Mike has a Master's degree in Landscape Architecture from the University of Minnesota. For the Centerville project, Mike will assist with preparing altcrnativcs. Marie Cote, PE, Principal Marie has 15 years of experience with traffic engineering projects, with a strong emphasis on management and analysis. She has outstanding technical abilities and frequently manages highly complex projects, including traffic impact, freeway operations, safety, school crossing, corridor and areawide transportation studies. Marie leads SRF's Traffic Engineering group and has a BSCE from Loyola Marymount University. She Centerville Downtown Redevelopment O~. MASTER PLAN 2 frequendy works with SRF's planners and urban designers on projects, including the Eden Prairie Major Center Area Land Use and Transportation Study and the St. Michael Downtown Plan. For this project, Marie will provide expertise on traffic and development feasibility. Matt Hansen, PE, LS, Principal Matt has 16 years of experience in designing municipal street and utility improvements. He is experienced in preparing feasibility studies, construction plans and specifications, cost estimates, permit applications, right of way and easement descriptions, and contract documents. Matt frequendy manages complex municipal improvement projects through multiple agency reviews and approvals. Matt has a Bachelor of Science in Engineer degree from Iowa State University. He will provide input on roadway design questions that may arise during the planning process. Jacqueline Corkle, AICP, Associate Jackie is a transportation planner with seven years of experience in transportation, strategic, policy and land use planning. As a city planner, she authored ordinances, enforced zoning and city codes, prepared grant applications, and authored sections of comprehensive plans. Her comprehensive planning experience includes transportation systems, parks, trails and open spaces. Jackie's experience in transportation, strategic and policy planning encompasses statewide, regional, and corridor level projects and includes many freight, corridor, access management, and county transportation studies. Jackie is known for her ability to incorporate agency and public involvement into planning documents. Jackie has a Master of Planning degree from the University of Minnesota. Jackie will assist us in assessing transportation policy and facilitating the workshop. rmD -- Andy Mielke, AICP, Senior Transportation Planner Andy has more than five years of experience working on a variety of transportation planning projects. His skills include technical analysis, geographic information systems analysis, and quantitative and qualitative research. In addition, he excels at public involvement and will assist in our efforts for the Centerville project, participating in group participation. Some of his recent project experience includes Fargo-Moorhead Transportation Plan Update, Eau Claire Smart Growth Plan, and River Falls Transportation Plan. Andy graduated from the University of Minnesota with a Master's degree in urban and regional planning. Mary Bujold, CRE, President, Maxfield Research Mary will provide information on the Centerville real estate market and trends as well as a projected range of anticipated development. She is a market expert in residential real estate and market analysis. She is responsible for overseeing and directing all research projects for the firm. In addition, she also heads projects for large-scale land use and downtown redevelopment studies for municipalities. Mary has worked with a wide array of public and private sector clients. A graduate of Marquette University, Mary also holds an MBA from the University of Minnesota. She is a licensed real estate broker in Minnesota. Centerville Downtown Redevelopment o. t MASTER PLAN 3 Experience & References On the following pages, we present descriptions of some recent planning projects that exemplify SRF's work with communities across the Twin Cities. St. Michael Downtown Plan Reference: Marc J. Weigk, City Planner/EDA Director . City v[St. Michael. 3150 Lander Ave NE. St. Michael, MN 5)376. 763.497.2041 St. Michael began experiencing a population boom in the late 1990s, and, according to growth projections, the community will more than double over the next 25 years. This phenomenal population growth has challenged the City in many ways, including planning the future of their downtown. An emphasis was placed on creating an appealing, walkable place for St. Michael residents to enjoy for many years. In 2003, the City Council began working with SRF to develop a Downtown Plan that sets a vision for the coming decades. A key part of the planning effort was preserving the downtown's unique character, which includes the historic St. Michael church, schools, recreation center, and locally significant businesses. One of the City's primary concerns was managing traffic at an increasingly busy intersection in the heart of downtown. A citizen's committee considered possible alternatives for downtown streets and future development. Access to and rerention of existing businesses and a welcoming environment for pedestrians were among the group's most important criteria for the plan. ~ -- Approved by the City Council in 2004, the plan guides the expansion of Downtown, calling for new offices, retail, and residences and a possible addition to the St. Michael Elementary School. It also provides the most advantageous parking and access layout for existing business while maintaining key local landmarks. The emphasis on creating an appealing, walkable place ensures that Downtown St. Michael will continue to be a place for residents to meet and mingle in the years to come. Columbia Heights Downtown Mastel" Plan The City of Columbia Heights asked SRF to prepare a master redevelopment plan to improve the image and vitality of their downtown. The area includes the traditional downtown commercial core, City Hall and Community Center area, and adjacent neighborhoods. An Advisory Task Force, including citizens and SRF staff, established objectives and developed a vision for recommendation to the City Council. The Task Force began its work by: . Analyzing the physical, demographic, and market factors impacting the study area. Centerville Downtown Redevelopment ([\ MASTER PLAN U 4 . Developing several alternative land use scenarios and comparing them against project objectives. . Gathering public input on alternatives. The two alternatives chosen for inclusion in the master plan report offer variations in character and focus for a new downtown identity while supporting the broader goals of the project. The "Town Square" alternative centers a mix of civic, commercial, and residential activities on a community square adjacent to Central Avenue, and the "Urban Green" alternative presents Central Avenue as the focus of civic and commercial activity. A streetscape plan was also developed that includes lighting, pavement, street trees, and furnishings that define the scale and character of the streets within the downtown core area. Crystal Heights Preliminary Redevelopment Plan Reference: Patrick Peters, CifI1lmunity Development Director 0 City of Crystal' 4141 Douglas Drive North' Crystal, MN 5)422' 763.531.1130 The City of Crystal was awarded a Livable Communities Opportunity Grant to determine the redevelopment potential of the Crystal Heights area. SRF prepared a preliminary physical plan for SRF's work with the City of Crystal included developing several concepts fir redeveloping the Crystal Heights area and working with stakeholders to select and refine a preferred alternative. ~ --~ the area and assess its fiscal feasibility for redevelopment. Market analysis and an inventory of existing conditions supported the preparation of three alternative concepts for the study area. Each concept was evaluated and a hybrid was chosen as the preferred alternative for refinement. Understanding the fiscal feasibility of redevelopment on the Crystal Heights site was a key feature of the planning work. SRF worked closely with our subconsultants and City staff to ensure that the proposed alternatives were viable from an economic feasibility perspective. Discussions of project costs and potential revenues prompted planning decisions about the level of residential density, the land use mix, and other community amenities on the site. Transit service and facilities were considered as an integral component of the area's redevelopment. Each redevelopment concept was evaluated from an "if/then" perspective to understand how transit service and facilities could influence the site's redevelopment potential. The preliminary redevelopment plan was presented to the Crystal Economic Development Authority in 2003. 38th Street Station Area Transit Oriented Development Master Plan Reference: Mike Larson. City of Minneapolis 0 350 South 5th Street 0 Minneapolis, MN 5)415 . 612.673.2423 The City of Minneapolis sought consultant assistance as it considered the future of the area served by the 38th Street station on the Hiawatha LRT Line. SRF worked with City staff and a neighborhood-based steering committee to create a shared vision for the 38th Street Light Rail Transit (LRl) station area, which was consistent with transit oriented development planning principles. The Station Area Master Plan identifies opportunities for enhancing the character, identity, and economic vitality of the 38th Street LRT station area. Centerville Downtown Redevelopment 0,': MASTER PLAN 5 SIGNIFICANT CHANGE SCENARIO The final plan for the area included a wide range of land uses: industrial, commercial retail, open space, transportation/utilities, residential, and civic. Our work also included: . Identifying locations, priorities and guidelines for new housing and services. · Enhancing the character of the area. . Creating a "sense of place." The end result of the 3 8th Street process draws on public opinion, land use planning expertise and market-demand analysis to shape a master plan for future development that focuses on land use, development intensities, critical public investments and change sites. ~ Elmwood Area Land Use, Transit, & Transportation Study Reference: Judie Erickson, Planning Coordinator. City of St. Lrmis Park. 5005 Minnetonka Blvd. St. Louis Park, MN 55416. 952.924.2574 The Elmwood area of St. Louis Park is a 50-year- old industrial and commercial use area located near the emerging town center at Park Commons. Changes in land use along Excelsior Boulevard and the area's residential and commercial real estate market have been increasingly visible in the last few years. The character of the area is strongly influenced by access to and from major regional roads such as Highway 100, Highway 7, and Excelsior Boulevard. The area's future will be similarly shaped by these connections and the arrival of LRT in the Southwest Corridor. .' /"".' - --,:, '.'".. ...._--'.. ------;:/ ~./ /" F'rofo....'."d')., ~'''''''''"'., Cffi"_(""",,..t, ,'" ct!"")~qh~''''y ",'""u."'.i ~',,","OP'"5P'" "",~'F.m;!jo~..,""",,,,- HI'nO'...''> : ,-' "'".~.r.m;!jo ~."..""""- ",,"em "'".,,~ i ",,~.F,m'!jo"""''''"''''' LOW"""'"' ::'71 ''''';u'''','ut,oooL This study sets a 30-year vision for the Elmwood neighborhood that guides the City's decision- making on future redevelopment, infill development, and transportation and infrastructure changes. CentervilJe Downtown Redevelopment Ol MASTER PLAN 6 At the request of Hennepin County and the City of St Louis Park, SRF completed a long-range plan to guide land use and transportation changes. We focused on the areas of redevelopment planning, market analysis and fiscal impacts, land use, transportation, and urban planning. Extensive stakeholder involvement occurred to solicit input and build consent. We developed a public involvement plan to elicit input from public agencies, local businesses, property owners, neighborhood residents, and developers during the planning process, which ensured that the needs of the neighborhood and primary stakeholders were understood. The end product provides the City with an understanding of the economic and physical influences that will affect the area in the future. Changes to Highway 100 access, rail crossings of Highway 100, and the arrival of LRT service are all anticipated in the next ten to 20 years. Redevelopment strategies and analysis of transportation, circulation and transit station locations, and market assessments of future land use change will assist the private and public sector alike in future decision-making for the Elmwood area. Our work on this project was completed during 2003. Heritage Park Redevelopment Master Planning Reference: Lois Eberhart, Public Works Interagency Coordinator. City of Minneapolis. 350 Soutb Fifth St. . Minneapolis, MN 55415. 612.673.5041 Located immediately northwest of downtown Minneapolis, the Heritage Park Redevelopment Project is planned to be a vital, amenity-rich urban neighborhood. SRF led a team to develop the master plan for the public realm portion of the project. Developing the master plan was a collaborative process involving community representatives, numerous public agencies, and design teams for the ~ -- housing developer and the public. The following tasks were performed that informed the final plan: . Interviews with a wide range of community representatives to learn about their concerns and dreams for the new neighborhood . A series of intensive, multiple-day desigu charettes were held. . Public presentations were made and responses solicited from the community and policy makers. . Newsletters were sent to the community to inform them about the process. *2003 MASLA Award of Excellence for Planning The master plan also addressed circulation, stormwater, utilities, and open space amenities, balancing their various needs to create a vibrant new neighborhood. We continue to work closely with the City, the lead housing developer and numerous public agencies to bring the vision of Heritage Park to reality. Centerville Downtown Redevelopment ~D/ MASTER PLAN 7 o PhUosophy .. pro;ecc Underscandjn8 o In many of the metropolitan area's rapidly growing communities, citizens, and leaders are actively seeking methods to retain a unique sense of place and character. The pace and scale of growth in many outlying communities poses a clear prospect of change for places like Centerville. Our experience has shown us that planning grounded in a pragmatic vision of the future is the best way to respond proactively and preserve the community's most important physical and civic features. For this project, we have outlined an approach that is based on applying best planning practices that are associated with downtown revitalization to an intensive and focused series of public participation events. Based on our project experience, we have found that well-informed citizens who are actively involved in planning can be the most effective engine to drive good planning outcomes. SRF always works as an impartial advocate - presenting information to our clients in order to facilitate their decision-making process. Our approach is described in the diagram below. It is a progressive approach that builds on the successes and knowledge gained at each phase of the work. As shown in the diagram, two large scale public events would occur at Step 3 (Workshop) and Step 5 (Open House). Other important points of public involvement would occur at Step 2 (Walking Tour) and Step 8 (Approval and Adoption). Additional details of our approach and understanding are presented in the work program. ~ -~ Centerville Downtown Redevelopment 01' MASTER PLAN " B o Work pro.ram o The work program we have outlined on the following pages should be considered a starting point for Centervilles downtown planning approach. We welcome the opportunity to revise and otherwise tailor the process to your specific needs before officially embarking on the work Phase I. Kick-Off SRF will begin the project with a kick-off meeting with staff and the city-appointed Steering Committee. This meeting will affirm the project schedule and expected end products and clarify City and consultant roles and responsibilities. During Phase 1, the primary focus will be on data collection: . Land use · Zoning . Building condition and activity . Topography . Soils and/or contamination . Ownership . Infrastructure assessment, including sidewalks and trails . Parking /--.,"0. J.."-' '~. '- ~J .....~ ..;,.... :i4ijh . ~-_... . "'\ ..,1 ~ ~ - '11 ~~;i"-'-- ' "!~\;~i~~_,' ;', 'I.a.."<~f\..' ~,. "~"--.',::;,,,.,.<,~. - ... ".!!o..~.......' ;.; ~"~".J';; ;. ..:~.; ~... .'. ~ -"" ~, "'~., f-....' ,. ~\r...' I:'~ '. ',"'[ . c. .- .1-~C';" , ~~' , Farmers' markets are a good way to make downtown a popular city destination in the growmg season. ~ - ''Main Street" development brings a few attractive, well-liked community shops or services, such as restaurants, to a downtown s most visible and accessible locations. If there is insufficient data available at the parcel level from either City or County sources, additional effort and resources would be required to create new data though field work or use of City staff time. Maxfield's market research must be completed before the first major public event, which is planned for the third phase in the planning process, can be initiated. Maxfield will coordinate their effotts with the McComb Group to deliver a market study recommending a range of residential and non- residential development potential, described in total units or square footage. .. SRF End Products . Kickoff meeting notes/summary . Base mapping using available data (existing conditions: land use, environmental systems, roads and traffic, parcels) . Data collection · Market analysis report (Maxfield) . Market analysis review meeting (Maxfield) Centerville Downtown Redevelopment ~ MASTER PLAN U 9 Preserving the character of local landmarks may be important to Centerville stakeholders. SRF End Products . Attendance and recording of walking tour discussion . Walking tour sketch and issues/opportunities maps Phase 3 The Big Picture! This phase will revolve around a public workshop called "Downtown 2030." At this workshop, we will use a slideshow to educate the general public about existing conditions downtown, trends that affect downtown redevelopment in the metropolitan area and nationwide, and, finally, the issues and opportunities identified by the Steering Committee during Phase 2. Following this presentation, participants will be invited to playa planning game that illustrates the community's vision for Downtown 2030. The game will consist of representing the market research study recommendations with appropriately scaled game pieces, which will be laid down and moved around by small groups of citizens according Phase 2. What Are the Issues & Opportunities? After assembling the available data and creating new information when needed, SRF will meet with the Steering Committee and City staff to conduct a walking tour of Downtown. The purpose of the tour is to look at what is on the ground today, discuss potential opportunities or problems as future change occurs, and share thoughts about real places and conditions. The discussion will end with a quick sketch mapping exercise, where observations and possibilities will be noted on the base map. In addition, we will also observe areas where there are conflicting ideas, as heard on the walking tour. By developing methods of engaging the right stakeholders at the right time, the Downtown Redevelopment Plan can trUly reflect the needs and desires of the community. ~ Project Activities //' // / ,// / // / / / // / // ,// ./ / / / / / / ,.' \(}.. / ~.. / / / / ~Q ,/ " '~&.c / ~o / / "(J'/ 0: ./ R" ,j. /' 0",/ ~q / / .~c. // ~e // "e~. ./ fJ~ ~~ ,/ b ,/ is'''' / / ~ " ,:to' / 21- / (j Oi....flI / 0/6,. /~~ /0,... /~ ,(!''''~e- ./ .~u / ".." / ,fr /.~/ ~ / .''''// ~ q... /.'" ... .~. "'~ "" '" ,- G~' /'.qJ' // (;~. //6& ,/ ~ // ~<)<; / 0\'0' / / / ,/ /~_.. "" . Primary Benefrt *' *' *' *' *' *' *' *' *' *' *' - *' *' *' *' *' *' *' *' *' *' *' *' Centerville Downtown Redevelopment r MASTER PLAN U 10 to their ideas of what the future downtown should look like. Game pieces will represent housing, commercial and industrial uses, civic and community facilities (parks and civic buildings), parks and open spaces, as well as trails and sidewalks. Additional categories can be added if needed. Involvement in this workshop should be broad based and inclusive. It is important to extend the invitation to the broader community, including young people and families who may not typically participate in such events. The planning game can be played simultaneously by between 60 to 80 participants in small groups of up to 10 people, which will each be led by a facilitator. Using planning games gets the public involved and working together to set the direction for their community's future. Workshop participants can be recruited through social and civic networks, including youth groups, service clubs, and religious congregations. We recommend designing the planning game and other materials to be accessible to older kids and teens by using imagery and interactive materials. SRF End Products . Slideshow presenting a) existing conditions, b) downtown development trends, and c) issues and opportunities for Centerville . Planning game for Downtown Centerville 2030 for up to eight small groups . Planning game preparation, facilitation, and results synthesis ~ --~ Phase 4 What Are the Options? At this point, SRF will review the six to eight sets of Downtown Centerville 2030 plans created during the public workshop and evaluate the recommen- dations. Based on this information, we will prepare two alternatives to simplifY the possibilities and facilitate a discussion of future visions for Downtown Centerville. In addition, we will prepare a one-sheet summary and accompanying graphics to illustrate the two synthesized alternatives. SRF End Products . Two downtown plan alternatives, graphics, and description . Description will consist of recommended land use, transportation, and other physical features, but does not include technical feasibility/ assessment. . Steering Committee meeting to preview two alternatives, including meeting attendance, presentation, and summary notes . One set of revisions to alternatives prior to open house Some of the key resources in Centerville include Centerville Lake and the St. Genevieve Church. Centerville Downtown Redevelopment D. MASTER PLAN 11 Phase 5 What Works? At this point, our efforts will be focused on evaluating the alternatives according to land use, transportation impacts, and development feasibility. In addition, two refined alternatives will be produced for public presentation and review at the community open house. It would be useful to have a preferred alternative selected before the open house, although both alternatives should be presented. This strategy enables the public to provide focused input yet still offers an opportunity to respond to the feedback and revise the preferred alternative before bringing it to City elected leaders and decision-makers. Determining how to implement strategies is critical to developing a plan that can be realized. We suggest using a community survey at the open house in order to elicit focused citizen response, particularly from people who are not comfortable speaking at public meetings, but have important feedback to offer. SRF End Products . Refine alternatives (graphics and description) . Test concepts: land use density, trip generation analysis, and transportation effects . Prepare and present at open house (background, development of concepts, and pros/cons) . Prepare and reproduce community survey · Tabulate and report survey responses ~ --~ Phase 6 We Like It! This phase is dedicated to defining a preferred alternative and finalizing recommendations that can be advanced for City Council approval and, ultimately, implementation. Although the budget does not call for extensive additional technical analysis of proposals at this stage, this can certaiuly be expanded on if additional services are needed and budget is available. Trails that connect Downtown to Centerville Lake would be a tremendous asset for Centerville residents. SRF End Products . Final revisions to graphics and description presented in a technical memorandum. . Creation of development guidelines. . Steering Committee meeting to review final changes and meeting summary notes Centerville Downtown Redevelopment ~ MASTER PLAN U 12 Phase 7 How Do We Get There? Strategizing about implementation is a critical component of developing plans that are useful and relevant over time. SRF will work with City staff and associated boards or commissions to bring targeted efforts and resources together in a single listing, which is matched to a subject area and timing, so that this chapter of the work can continue to be relevant for years to come. Redevelopment planning with existing businesses should accommodate diverse interests and timeframes. SRF End Products . Chart/table identifying implementation strategies by stakeholder/participant and timeframe · Discussion with City staff and subsequent revisions to implementation strategies as appropriate. ,~;,::~.,. ~.. '~~:. ,....!'l,~' ~ 'I~. ,I. :" ~I: .:7; ."'.> ,',\<"",' , "... .' . ..., .11." ..'..... ' ..... - ,I, I . " ,I c . I ~.' -j i cl I 1111 '~ .~ " :.c ., -,,>~ ~t~~t~).1 4 ~!~::-~ , . ....... ......,.: .~ - --~.~' -_:~,-;~::-=-. ~':'t-~- ,. ~.~~~ ----.,.---:-:--:::-~_.-- -~ -..,,;... . -----<~ ~-~> ~~':!'i 1=.-- <" ''', ~~~,~ Safe pedestrian crossings and sidewalks in the downtown area are likely to be an important part of the Downtown Plan. ~ -- Phase 8 Get on Board! During the final phase, SRF will assemble products from the previous phases into a summary document, which will include a narrative explaining the intent and outcome of each phase. We expect one iteration of document review by City staff and other stakeholders <as directed by City staff). SRF will also be available to present to boards, commissions, and the City Council at three meetings. Architecture, building materials, and the relation- ship of windows and entrances to the street are key features of attractive Main Street development. SRF End Products . Preparation of final document . Production of final document: 15 hard copies including color graphics and 30 CDs with PDF files . Attendance at up to three meetings and up to four hours per meeting Centerville Downtown Redevelopment D~' MASTER PLAN 13 Issues Map We understand that the City of Centerville wants to further develop the downtown's unique identity by focusing on questions of built form, architectural character, infrastructure improvements, and development density. We agree that this work is especially important in response to the significant development that is occurring in the City's newest neighborhoods as well as in neighboring cities, such as Lino Lakes. On the following page, we present an illustration that describes some potential projects that could contribute to Downtown Centerville's present and future role as the physical, livable, and economically vibrant heart of the community. ~ Centerville Downtown Redevelopment ~ MASTER PLAN U 14 . t ~ -~ Centerville Downtown Redevelopment MASTER PLAN ~~ 'U ~ ~ - :I 'II ~ .c v VI ... v ~ ... 2 I. <0 ~ u .. . Q c ~ " " ~ E Z Q. :3 ., 0 z 0; 0.. a; - I "0 a: . " .. I 0:: I- In l- . I " 0( " U I B I: 0 . I " . ~ 0 l- . ~ .. . ';;: .. . ~ III S " " U I- In :J " . :J . <l: ~ I ., . :J ... I .lI: ~ .lI: ... ~ - ~, I ~ " I 'z 'c I = ~ ~ Q Q. Q. t.'., Q )j "" ~ ~~ I " " v ~ ~ I < " Q " ~ 0 = 'z "" " 0 '"' v ~ Q. ~ 'z .~ )j 1j ,~ " Q ~ ';: v ~ " :c E v E " = " "" 'z < "" ~ "" ~ u , E E ~ u ~ " '" << 0 I ~ <3 0 '0. ~ " Q '" "'- 0 u v " " .0 "" "" 0 0 0 ::: ~ ~ Q U U '"' -;;; :r: '"' 0 '"' '" "" '" " " '" '" 0 0 a .~ Q :c -" "0 -" " 0 E V ~ ~ Q ~ ~ ~ " 0 '" v -" '" " '" " ~ ~ ~ ~ "'- .S> " u "" "" "" ~ Q " = = 0 "- 0 CO ;,;; ~ .... ~ :>: '"' 0 0 I I I I I I N ..; '" .,; .0 ,.; oci ~ 0: .- " ""'0 :> ~ ~.a.p 0: .- Q) 11) .- "E ~ ~ ::l ~ ~.., o _~""O U (f) ~;;;JjO.p !:i 0 U 1-0 c:: C':l 0.. (f) 0.. 0 .J:: E t..s a E p.,.!!., ,:S .0 1-0 8 !:l en ~ c.. 0 ~ " -- ...J::! ..... C':l o...s '" '" a" o:1J1]oa o C7 c. u '" ""'O~...9::90 Q) 11) ~ 1-0 ~..s~~~ ii o Pro,ect Bud.et 0 We have developed the following budget by phase for the Centerville planning efforts. Our budget also includes a fee for our subconsultant, Maxfield Research, as well as expenses. Phase Hours Total I. Kick-Off 34 $3,300 2. Issues & Opportunities 27 $2,500 3.The Big Picture 80 $7,900 . 4. What Are the Options? 47 $4,700 5. What Works? 66 $6,800 6. We Like It! 56 $5,800 7. How Do We Get There? 22 $1,900 8. Get on Board! 58 $5,700 Subtotal 390 $38,600 Subconsultant: Maxfield Research $8,500 Expenses $900 Total $48,000 ~ Centerville Downtown Redevelopment 0:' 17 MASTER PLAN . Downtown Planning & Design Services Centerville, Minnesota Creating a Sense of Place Quality Pedestrian Space Vibranl Signage ... A vision thai can be built 16 June 200S Damon Farber Associates 923 Nicollet ~Iall Minneapolis, MN 55402 Contact: Damon Farber, FASLA. Phone: 612.332.7522 With KKE Architects. Inc. 300 First Avenue ~orth. Suite 500 Minneapolis, M~ 55401-1681 Phone: 612.339-4200 Benshoof & ..tssociatcs, Inc. 10417 Excelsior Bh'd., Suite Two Hopkins, ~lN 55343-3440 Phone: 952.238.1667 StClnleu Consultants, Inc. 5775 Wayzata Boule\"ard, Suite 955 Minneapolis, Minnesota 55416 Phone: 952.546.3669 ., .; ... to_ft" " ... , - . ifl }t,~,.'4. '1dJ.. _~ . ~'ff 1 .~.~ )I~.';':~ _~~ei'" .~-_...;::::~~ - .-'~- .~...::::.."~' . ,-."' ,"- . - .-'" . - . " Hvrking with Stakeholders Furnishings & Lighting ~ ". . kee Road Depot Redevelo,:ent Mllwau .. '""'.:I ~ ,.... I Downtown Centerville Cover Letter Mr. John Meyer, Finance Director City of Centerville 1880 Main Street Centerville, MN 55308 ., 16 June 2005 Dear Mr. Meyer & Members of the Selection Committee: Damon Farber Associates appreciates this opportunity to submit a proposal for the development of a downtown plan, design standards and Comp plan/zoning recommendations to guide the future redevelopment of downtown Centerville. Our team has been assembled to respond to the specific needs of your RFP and we are a group of highly experienced professionals with extensive experience in the creation of award winning urban design projects that reflect the unique qualities of the areas in which they have been developed and respond to the influences driving the development market. These projects have become integrated into the daily lives of the people who live, work, shop and recreate in each community. We look forward to the development of a plan that accomplishes similar success in Centerville. Damon Farber Associates is a Minneapolis based urban design and landscape architectural firm with extensive experience in the design of Smart Growth projects through-out the region. We are currently working on a number of similar projects, including Excelsior & Grand in St. Louis Park, which was recently honored with the Twin Cities Smart Growth Award, the next phase of Arbor Lakes mixed-use retail in Maple Grove and a downtown master plan and development guidelines for the cities of Brooklyn Center and New Market. Damon Farber, FASLA will act as the Principal in Charge and Tom Whitlock, ASLA will be the project manager for the study. Damon and Tom have been collaborating on similar projects for the past twelve years. Most recently for the City of Brooklyn Center on the redevelopment of over 100 acres ofland within the heart of the city's business district. Other team members include: . KKE Architects - Inventory of existing uses, building architectural analysis, review of market analysis & Comp Plan/ zoning ordinance review . Benshoof and Associates, Inc. - Transportation Planning . Stanley Consultants, Inc. - Municipal Infrastructure, Stormwater Management & Watershed Requirements Our team members have years of experience working with one another on the design and planning of successful downtown redevelopment, within the Twin Cities. The individuals identified in our proposal are highly qualified, award winning, innovative, thoughtful and are recognized leaders in their profession. The approach we have outlined has resulted in projects that are embraced by the communities in which they are developed, reflect the unique qualities of each city, have become integral to the urban fabric Doumtown Centeroille Cover Letter continued Mr. John Meyer, Finance Director City of Centervllle 1880 Main Street Centervllle, MN 55308 iii 16 June 2005 of each community and are aggressively sought by developers to realize the vision. We plan on working with the community of CenterviIIe to realize a visionary plan that reflects community input, is feasible and builds community pride. Our team has been assembled to respond to the specific needs of your community and is enthusiastic about the opportunity to build a long- term relationship with the City of CenterviIIe based upon trust, respect and a common vision for the redevelopment of a vital community asset. Please contact me if you have any questions regarding our submittal. Sincerely, MonFa~sociates, Inc. '/......" ~ Damon Farber, LA Phone: 612.332.7522 Downtown Centervi/le Table of Contents ~ Cover Letter I. Team Organization Page 1 II. Team Qualifications Pages 2-8 III. Relevant Experience Pages 8-16 IV. Philosophy & Understanding Page 17 V. Work Program & Schedule Pages 18-19 VI. Project Budget Page 20 \ - Downtown Centerville ~ ~Th~Vill~g~-at Me~d~t'H:igh-fs Milwaukee Ro":d'O~ot Mi~-Use ~ Page 1 The Shoppes at Arbor Lakes IDFA & KKE) Our Team is a dynamic mix of professionals with cxperience in designing and implementing downtown redevelopments that reflect the unique characteristics of the communities in which they are situated and have demonstrated long-term success in the marketplace. Most of all, our urban design projects are places for people to live, work, shop and recreate. Damon Farber Associates (DFA) is an award winning urban design & public participation firm, we were recently honored \\;th the Twin Cities Smart Gro\\th Award, from 1000 Friends of :\1innesota, for our work on Excelsior and Grand in SI. Louis Park. Our team also ineludes: . KKE Architects (KKE) is a nationally recognized architecture firm, \\;th loeal ties, that has guided the ereation of a comprehensive architectural charactcr for a number of significant mixed-use redevelopment efforts \\;thin the metropolitan area. They are also currently working on a housing and retail dcvelopment project adjacent to Centerville and \\;11 pro,;de a real-world assessment of the Market Analysis prm;ded by the McComb Group. Damon Farber Associates is currently collaborating \\;th KKE on a number of mixed-use developments \\;th the metropolitan area. Benshoof and Associates (BA) is an accomplished transportation planning firm \\;th extensive experience in the analysis and planning of comprehensive transportation and circulation systems that address pedestrian, bicyele, transit, parking and vehicular needs. Damon Farber Associates is currently \\'orking with Bcnshoofand Associates on dO\vnto\\,'n redevelopment studies in ;...rcw \1arket and Brooklyn Center .Minnesota. . Stanley Consultants, Inc. (SCI) is a multidisciplinary engineering firm that prm'ides Centen;lle \\;th a deep pool of talent and experience \\;th municipal infrastructure and stormwater management approvals. Damon Farber Associates is currently working \\;th Stanley Consultants on downtown rede,'elopment efforts in Granite Falls and Brooklyn Center Minnesota. Our team has been assembled to make your project a success! Downtown Centerville Team Qualifications ,:,. . Ii .... ~; . J~ Downtown Wayzata ~~ii Damon Farber Associates Urban Design +Landscape Arcllitecture + Public Participation Damon Farber Associates, Ine was established in 1981 to pro\;de quality ser\;ees in the areas of Landseape Arehitecture, Site Planning and Urban Design, Our approach and philosophy is premised upon the concept that above all else, the design process and product must reflect the highest le\'e1 of professional expertise, The practiee supports a collaboratiw approach that is reflected by the quality of work for which the firm has been responsible, This commitment to quality, eoupled \\;th an emphasis on design integrity, has resulted in more than thirty professional planning and design awards and honors since the firm's inception. Damon Farber Associates is an organization of twelve experienced professionals with a broad based background in the areas of: Landscape Architectural Design Site and Land Planning Visual Assessment DO\mtown Redewlopment Recreational Planning Parks and Open Space Resource Management Comprehensh'e Planning We have earned a reputation for imaginath'e and practical solutions to challenging urban design situations, Damon Farber Associates offers the full range of services associated \\;th the urban design and planning process. We ha\'e extensive experience in guiding urban planning projects ,,;thin the metroplitan area and re\;talizing once tired retail centers into \;brant mixed-use community destinations. Urban Desion ftfixed-Use l'roiects The Village at Mendota Heights - RFM Entities . Exeelsior & Grand - City of St. Louis Park/TOLD Dewlopment . The Shoppes at Arbor Lakes - Opus Northwest . Woodbury Lakes Lifestyle Center - Opus Northwest . Marshall/Main St Master Plan - Henn County Community Works . Granite Falls Riverfront Revitalization - City of Granite Falls . Brainerd Downtown Re,'italization - City of Brainerd Canal Park Drive - City of Duluth . Downtown Wayzata Urban Design Guidelines - City ofWayzata . Northside Jobs Park Design Guidelines - MCDA Golden Valley Commons . Minneapolis Beautiful Iniative - Mpls Planning Department . Golden Valley Commons - City of Golden Valley & Opus Northwest . Milwaukee Road Depot Rehabilitation - CSM Corporation & MCDA The preceding list demonstrates two very important aspects of our experience - the ability to work \\;th communities to de,'elop a unique \;sion for the future and the understanding of what aetually works in the marketplace, These projects have become part of the fabric of everyday life in each community. DFA is committed to leading our team and the City to develop a \;sionary plan for the future of this area that is implementable, nnique to the City and responds to the \;sion of it's citizens. Page 2 Downtown Centervil/e ~i,i Team Qualifications continued l,;....~ '.1)', ~ ~.!I~~ ,;~~./~, :., Page 3 KKE Architects Arcltitecturul Design Guidelines KKE's 36 years of cxpcricnce tells them that thc bcst way to be successful is to make their clients look good - not them. How do they do this? By hearing what you ha"c to say. Understanding what you think. And shO\\ing how they can expand your ,ision to accomplish more than you could e"er expect. Their style emphasizes communication, facilitation and flexibility focusing on building strong relationships first. And then great solutions. And you'll work with people you can connect with. Who know your field. Who thri\'e on the opportunity to help you succeed and astonish you in the process. 170 energetic employees prO\iding a broad range of design, creative and stratcgic consulting senices. "Expanding the Vision" is a culturc and an attitude. It's thrhing on thinking that combines opportunity with imagination. Then expands it exponentially to accomplish morc than anyonc thought possiblc. Thc confidence to think beyond boundaries from people who tmly understand your market. The enthusiasm to embrace new opportunities from people with a broader pcrspccti\'c. And the rewards to see how much more successful your project will be from people who can expand upon your vision. UrlJUn DesicIlt Mixed-Use Proiects . Arbor Lakes - Maple Gro\'c, MN . Robbinsdale Downtown - Robbinsdale, MN . The Village of Blainc - Blaine, MN . Mound Marketplacc - Mound, MN . Blaine Town Center - Blainc, MN . Riverplace - Minneapolis, MN . Union Square - St. Paul, MN . Chino Hills Town Centcr Master Plan . Great Lake Center Master Plan . Dalc Street Commercial Corridor Plan(Frogtown) . Brighton Village - New Brighton, MN . A\'alon Square . Apache Plaza Rede\'elopmcnt Fourth A\'enue & Lake Strcct Dcvelopment - Minneapolis, MN Redlands Town Center Mastcr Plan KKE & Damon Farbcr Associates hm'e collaboratcd on mixed-use urban design projects for thc past fifteen years, Most recently at Mound Marketplace, Golden Vallcy downtown, The Shoppcs at Arbor Lakes and the new reno"ations to the Mall of America. Downtown Centerville 5l Team Qualifications continued . ..- - Downtown Rochester Parking Analysis -~- .. t . ... I. J .(g) @ J* 6 ~, ~_~ .' 1 ~ e . Il!~ t , , ~. N.arshaU Street Corridor Study 11 Downtown Osseo Parking Analysis Benshoof & Associates Transportation Planning + Parking Analysis Benshoof & Associates, Inc, was founded in 1982 to prO\;de specialized sen;ces in traffic engineering, transportation and transit planning, Staff of Benshoof & Associates, Inc, hm'e prO\;ded transportation sen;ces and de,'eloped sound working relationships with a variety of go\'ernmental agencies and private firms, The firm sen'es as on.going traffic engineering consultants for the Cities of Eden Prairie, Hopkins and Minnetonka and performs in a similar capacity for se"eral prh'ate organizations, - The firm's computer system includes a complete set of current software for performing traffic engineering and transportation planning analyses, Benshoofs staff has used the firm's computer system to accomplish various needs, including: parking studies, traffic forecasts, traffic performance at intersections, signal system warrant analyses, and traffic performance along roadway segments, The firm also has a complete ,ideo system for use in recording current conditions and in conducting traffic sun'eys, Special characteristics which they have demonstrated through their 20 year history and which distinguish them from other firms in their industry are: Extensi\'e leadership and in\'Oh'ement of a principal of the firm in e"ery project, Thorough understanding of "big picture" context, of project objectives and framework in which project is being conducted, Thinking "out ofthe box" to seek outcomes that are innovati\'e, resourceful, pragmatic, and satisfactory to key stakeholders, Exceptional communication and coordination skills to effecti\'ely work with other team members on a project. Urbal!.Iles}g!l Mixed-Use Proiects Brooklyn Center Smart Growth Study Area - Brooklyn Center, MN Downtown Rochester Parking Analysis - Rochester, MN Downtown Osseo Parking Analysis - Osseo, MN . Traffic Impact for the Outlets at Alberl\;lle - Albert\'ille, MN City of St. Michael Traffic Plan - St. Michael, MN . Tangletown Neighborhood Traftlc Management Plan - Mpls, MN Northwest Corridor Busway Study - Metropolitan Council Loring Park Neighborhood Bicycle Plan, Minneapolis, MN Marshall/Main Street Corridor Study - Minneapolis, MN . Low!')' Avenue Transportation Inventory & Analysis - Mpls, MN Damon Farber Associates has collaborated with Benshoof & Associates for the past 20 years, Most recently on the Brooklyn Center Smart GrO\\thstudy and the Marshall/Main Street corridor in northeast Minneapolis, We transformed an old 4-lane industrial corridor into a 3-lane parkway with bike lanes, transit & a decorati\'e streetscape, Benshoof & Associates led the negotiations with MnDOT , the Hennepin County Transportation Department and the Minneapolis Public Works department. Page 4 Downtown Centervil/e ~ Team Qualifications continued Grand Forks Riverfront Revitalization r........ t~ 1 ,,-l I J . ~ l'~ !. ..~ I I + _ J II .~,_ r \ Y I 1- -.,. I .' .1 !........ .h_~!t..... · 11'"---- r :7..,...,.Ji.1 >!)o f~ f~.,~-- I L..~, I"I'HI~'~..\.". ~~~.I ,J'._ _ _-.;II. First Tier Trails N.aster Plan I Stanley Consultants, Inc. lUunicipallrifrustructure & Slorntwuter lUanagemcnt Since 1913, Stanley Consultants, Inc. has successfully completed more than 21,000 engagements in all 50 states, U.S. territories, and in 93 countries. Our firm has a full-time staff of nearly 700 qualified experienced professional, technical, and support staff members representing the major disciplines in the fields of engineering, architecture, emironmental sciences, planning, and management. Corporate headquarters are lou1ted in Muscatine, Iowa, "ith a 45 -person office in Minneapolis, Minne..<;j()ta. as "..'ell as select national and international locations. They ha\'e experience working "ith the Shingle Creek Watershed District and are a "aluable member of the team. r Finding innovative solutions to today's complex energy, environmental and infrastructure problems requires experience, knowledge of regulatory procedures, and a commitment to excellence. They prO\;de the full range of professional design se,,;ces from studies and reports through project design, plans and specifications, value engineering, cost estimating, project scheduling and construction management. Satisfied clients include domestic and foreign governments, industries and institutional organizations, public and private utilities, and the private sector. Their multidiscipline professionals are committed to prO\;ding quality se,,;ce using proven principles ,,;th the latest design technology and information, meeting client needs, and completing engagements ,,;thin schedule and budget. Urban Desio" JlIixed-UsILProjecJ'i . Brooklyn Center Smart Growth Study Area - Brooklyn Center, MN . First Tier Trails Master Plan - 7 metro communities, MN . Grand Forks Rh'erfront - Grand Forks, NO . Granite Falls Downtown Re\italization - Granite Falls, MN . Drainage Study; Village of Winnetka - Winnetka, II. . Bethel University-Rice Creek Approvals, Arden Hills, MN Stormwater Management Study; Hoffman Estates, IL Cra"iord Creek Watershed Study, Des Moines, lA 38th Street Rede\'elopment. Chicago, II. Hyde Park Commercial District,Chicago, IL Damon Farber Associates has collaborated ,,;th Stanley Consultants for the past 10 years. Most recently, on the Brooklyn Center Smart GrO\\'th Study area and the First Tier Trails Master Plan in seven metropolitan municipalities. The project study area involved the proposed redevelopment area. DFA and SCI also collaborated on the downtown Granite Falls Flood mitigation and rh-erfront redtalization plan, which recently won an award from the Minnesota Association of Hoodplain Managers. Downtown Centerville Your Team Master Planning & Landcape Architectural Guidelines Relevant Project Experience Brooklyn Center Smart Growth Study Area The Village at Mendota Heights The Shop pes at Arbor Lakes Canal Park Drive. Duluth, MN Excelsior &: Grand. St. Louis Park, MN Woodbury Lakes Lifestyle Center Milwaukee Road Depot Mixed. use Rehabilitation Minneapolis Beautiful Initiative Relevant Project Experience Brooklyn Center Smart Growth Study Area Marshall/Main Street Design Development Plan Excelsior & Grand - St. Louis Park, MN New Market Town Center Master Plan First Tier Trails, Greenways &: Parks Master Plan. Three Rivers Park District Brainerd Downtown Master Plan Granite Falls Downtown &: Riverfront Revitalization ~ Damon Farber, FASlA Principal - In - Charge - Damon Farber Associates Academic Background Bachelor of Arts, University of Minnesota Bachelor of Landscape Architecture, University of Minnesota Carl Duissberg Gesselchaft Fellowship - Munich, West Germany Professionul Registrations/Affiliations Registered Landscape Architect - Minnesota - NO,12538 ClARB Certification - National Fellow - American Society of Landscape Architects (F ASLA) Professional Affiliate - American Institute of Architects (MSAIA) Experience Damon will lead the team in the development of a long range plan for the study area. He is an award winning urban planner with extensive experience working with communities to develop unique solutions to complicated urban design issues. He also has extensive experience working with de\.elopers on implementing mixed-use projects. This balance between \ision and market understanding has resulted in award winning projects that reflect the community's desire for a creative, safe and pedestrian emironment and are grounded in function and feasibility. Above all else, these projects hU\'e become \ital community destinations. This experience coupled with the o\.er 15 years of collaboration with members of the team make Damon Farber a proven leader who belie\.cs a thorough process results in innO\.ative, successful results. Damon will o\.ersee all aspects of the study and will lead the design effort. Tom Whitlock, ASIA Project .Manager ~ Damon Farber Associates Academic Buckground Bachelor of Endronmental Design, University of Minnesota Professional Registrations/Affiliutions Registered Landscape Architect - Minnesota - N 0,26292 Mn/DOT Certified Landscape Specialist #598 President or the 1vlinnesota Chapter of the American Society of Landscape Architects (ASlA) Affiliate - American Institute of Architects Society of American Milital)' Engineers Small Towns Institute Governors Design Team Experience Tom will be the day to day contact on the project and coordinate the project team. He has extensive experience facilitating the public participation process from conducting meetings at a neighborhood level to coordinating meetings invohing multiple cities. He has a firm understanding of Smart Growth and urban design principles. He is leading the community process for a similar project in New Market, MN. He believes a sound process will result in innovative plans that reflect community desire and market reality. He is a project manager that will bring candor and a detailed focus to project decision-making, Page 6 Downtown Centervil/e Your Team Master Planning & Architectural Guidelines Relevant Project Experience Arbor Lakes. Maple Grove, MN Aurora Village. BurnsvHte, MN Golden Valley Commons - Golden Valley, MN Plymouth Town Center - Plymouth, MN Tamarack Village - Woodbury, MN Prairie Village - Eden Prairie, MN Transportatfon Planning Relevant Project Experience Downtown Parking Analysis - Rochester, MN Downtown Parking Analysis - Osseo, MN City Traffic Plan - St. Michael, MN Marshall/Main Street Corridor Study - Minneapolis, MN Loring Park Neighborhood Bicycle Plan - Mpls, MN Lowry Avenue Transportation Inventory ft ANalysis - Mpls, MN Page 7 ~ "'. Jack Amdal, AlA PrinciJ>al.In.ChClrye. KKE Architects Academic Background Bachelor of Architecture, North Dakota State University Bachelor of Arts in Architecture, North Dakota State University Professional Registrations/Affiliations American Institute of Architects Minnesota Shopping Center Association City ofWayzata City Council National Association ofIndustrial and Office Properties (N.A.LO.P.) Experience Jack has over 20 years of experience as an architect \\;th a specialty in commercial projects. His in\'Olvement in the master planning and the architecture of mixed-use ventures has included residential, office, recreational and retail building types, and has resulted in a number of professional and industry awards. Throughout his career, Mr. Amdal has advocated high quality design in the private development marketplace by encouraging a balance between the owners' business objectives and those of the community at large. Jim Benshoof, P.E. ITincipal.ln-Cltarge -Benshoof nnd Associntcs Academic Background University of Newcastle Upon Tyne, England, M.S., Traffic Engineering Northwestern Uni\'ersity, M.S., Transportation Engineering University of Minnesota, B.S., Civil Engineering Professi ollClI Registra tions/ Affilia IiOTL< Registered P.E. - Minnesota, South Dakota, North Dakota & California Presented at \'arious traffic engineering and transportation planning conferences Institute of Transportation Engineers Experience James Benshoofis the President of Benshoof & Associates, Inc. \\;th overall responsibility for services pro\~ded by the firm. He has substantial experience in completion oftraffic engineering studies and de\'elopment oftransportation management programs. In the City of Minneapolis, has completed transportation management programs for the follo\\;ng projects: Tanglctown Neighborhood Traffic Management Plan, East Isles Neighborhood area, Rede\'elopment Plan for the 50th SI./France area, 1-94 Reconstruction at the Uni\'ersityofMinnesota, and Rede\'elopment Plan for Sears property on Lake SI. He recently collaborated \\;th DFA on the Brooklyn Center Smart GrO\\th Study Area. Downtown Centervil/e Your Team Municfpallnfrastructure & Stormwater Management Relevant Project Experience Medina Road Improvements. City of Plymouth, MN C5AH 101 from TH7 to C5AH 5 . Minnetonka & Deephaven, MN Tenth Street Bridge. 5t. Cloud, MN 5,600 acre camp sewage plan. Hutchinson, MN Downtown reconstruction - GlencoeJ MN Roosevelt Road Reconstruction . 5t. Cloud, MN Bridlewood Farm Redevelopment. Plymouth, MN Relevant Experience & Professional References Ei1 Eugene L. Anderson, P.E. Principal .1IuniciJlal Engineer -Stanley Com;ultants, Inc. Acadcmic Background Uni\'ersity of Minnesota, B.S" Chil Engineering Professional R cgis Ira lions/ Aj]ilialion.~ Registered Ci\'i1 Engincer - Minnesota Experience Professional experience since 1970 wilh a wide \'ariety of projects for \'arious municipalities. Municipal expertise includes the foI1O\,ing: drainage design, traffic signalization, municipal street design, utility design, wetland compensatory mitigation design, specifications, construction cost estimates, and contract documents, construction related senices, traffic engineering, street lighting design, permitting, and project management. He is also experienced with the ,'arious types offunding for municipal projects and knows the documentation required for these ,'arious funding methods. Mr. Anderson has worked on numerous utility projects, including most recently the 1-494 Design Build Project for MnjDOT. His utility experience involves water main, sanitary sewer, lift stations and force mains, and stormwater systems, He has been in\'ol\'ed in all aspects of street de\'elopment and reconstruction, including special assessment hearings and preparation of assessment rolls. He has also been in\'oked in numerous public and neighborhood meetings associated \\ith these projects. Brooklyn Center Smart Growth Study Area - Pages 10-11 Excelsior & Grand - Pages 12-13 .' { The Shoppes at Arbor Lakes - Pages '4-'5 {~ " '~ The Village at Mendota Ileights- Pages 16-17 Page 8 DOlvntolvn Centeruille Similar Project Experience Reference Brad Hoffman, Community Development Director City of Brooklyn Center Phone: 763.569.3300 Project Team Damon Farber Assaciates Damon Farber - Urban Design &: Landscape Architecture Tom Whitlock . Project Manager Benshoof and Associates Jim Benshoof - Transportation Planning Stanley Consultants Eugene Anderson . Public Infrastructure Impact Assessment Emer'ltmz Trend Metroplitan Council Smart Growth Study Area Transit Oriented Design Issues Addressed Landuse Framework plan to guide future development. Design Guidelines to provide minimum standards regarding building materials and spatial relationships to existing devetopment. Public Participation Includes three public meetings and eight task force meetings. Integrated landuse planning with future transportation needs for downtown. Development of RFP to send to developers as well as evaluation checklist for fair evaluation of incoming proposals. Page 9 ~ ~ ,,'>. . Downtown Brooklyn Center SCOPE: The Brooklyn Center Smart Gro,,'th opportunity site is situated in Ilrooklyn Center, a city of nearly 30,000 about fh'e and a half miles northwest of dO"l1town Minneapolis. The 100-aere to"l1 center area encompasses a large area of auto-oriented and "big box" retail which has grown up around Brookdale mall, some of which is performing poorly; the Earle Ilrown Heritage Center, a popular convention center "ithin the buildings of a historic farm; se,'eral city and county facilities such as the city hall and county library; some areas of single family and multifamily housing; and a transit hub which Metro Transit plans to upgrade in the future. Nearby natural and recreational areas include Shingle Creek, Brookl)l1 Center's Central Park, and the Shingle Creek Pathway. Like many cities developed according to the surburban model, Brooklyn Center lacks a sense of "center." It has the elements that make a good town, but they are separated and disjointed, and no place feels like the true heart ofthe city. While aging retail areas pose a challenge for cities, they also present a great opportunity to imprm'e the quality oflife of the citizens and for the making of a true community place. The plan "ill show how one such area could be filled in with new human scale development to serve as Brookl)l1 Center's newest neighborhood. Damon Farber Associates has been hired to guide the development of a Framework Land-Use plan and set of Design Guidelines to prO\ide the development community "ith direction on preparing development proposals that reflect the ,ision for the to\\l1 center. The opportunity site plan illustrates how Smart Gro,,1h de,'elopment in an older suburban commercial area could Selye to re\italize the area and ensure its long-term \iability. Nlaster Plan for the Lakes at Brooklyn Center Downtown Centerville Similar Project Experience ~ Downtown Brooklyn Center I I ( , . ~;~1 ! ~~ :: .'~f~"i i""- r."'....it ..".1:; 0" _,-.... ~ Typical Concept Analysis Drawing Typical Urban Design Section Team Brooklyn Center Similar Project Experience Reference Tom Harmening, City Manager City of St. Louis Park Phone: 952.924.2525 Profect Team Damon Farber Associates Damon Farber. Urban Design & Public Participation Tom Whitlock - Public Realm 8: Amphitheater Statistics 19 Acres(lncludes Amphitheater) Mixed-use 2 block long "Town Green" First floor retail development Apartments Condominiums 500 Person Amphitheater Integration of Public Art into the Public Realm 2 Parking Ramps On-street Parking Highly detailed pedestrian spaces Pedestrian spaces integrated with City trail system and Wolfe Park Distinctive signage Page 11 ~ Excelsior & Grand, St. Louis Park, MN SCOPE: Excelsior & Grand is a new mixed-use redevelopment which employs traditional neighborhood planning principles in an existing, 1950'S era neighborhood. Excelsior & Grand is the result ofa community "ide \isioning process that created a plan for rede\'eloping an eight square block area into a \ibrant space for living, shopping and working. It represents the new, transit related, pedestrian friendly, \'ertieally integrated, mixed-use downtown which this community has ne\'er had. The centerpiece of the '9 acre project is the Town Green; a 2.75 acre public open space fronted by retail shops and restaurants. Elements such as decorative street lighting, banners, seasonal planters, public art, arbors, fountains and decorative pavers reinforce the pedestrian atmosphere and promote the image of a \ital community destination. The Town Green connects the major arterial street on the south "ith the existing public park on the north. This is designed to encourage public e\-ents and acthities, both planned and spontaneous. The Masterplan calls for 660 apartment homes and condominiums for a variety of income levels, on the upper levels of the mixed-use buildings. The ground floors contains 76,000 square feet of retail and restaurant space. Additional retail/service space occupy the ground floor of two "boutique" office buildings totaling '30,000 square feet. A five hundred person Veterans' Memorial amphitheater prO\ides a space for community e\'ents and also prO\ides ADA access to nearby Wolfe park. The unique partnership between pri\'ate development and public open space results in a space that reflects the \ision of the community. ". r-.:- n~- , ...!n Dr _11 c Excelsior &: Grand Master Plan Team Brook/un Center Similar Project Experience ~ '^'Mi' Excelsior & Grand, St. Louis Park, MN , I' { ~ = - - ,",-- - ~ Accent lighting enhances public spaces and architecture == A cohesive and vibrant visual character Community gathering area Page 12 leam Bl'ooklyn Center Similar Project Experience Reference At Madsen, City Administrator City of Maple Grove Phone: 763.494.6001 Project Team Damon Farber Associates Damon Farber. Urban Design Tom Whitlock. Public Approvals ft Landscape guidelines KKE Architects Jack Amdal - Architecture Statistfcs 53 Acres 411,000 sq ft of retail 1 block long "Plaza of the Seasons" Future phases include apartments and Condominiums Transit Station Integration of Public Art into the Public Realm On-street Parking Highly detailed pedestrian spaces Distinctive signage Page '3 ~ The Shoppcs at Arbor Lakes - Lifestyle Center SCOPE: The Shoppes at Arbor Lakes Lifestyle Center results from an emironment that embodies methods of way finding, an experiential atmosphere, clarity of organization, a feeling of warmth and familiarity, and a pedestrian scale. The development of the lifestyle center responds to the initial phases of Arbor Lakes by pro\iding open space for community gathering which is not currently present in the "Main Street" development. The intent throughout the development is to prO\ide a variety of plant materials that arc hardy, salt tolerant and drought resistant. The landscape enhances the change of seasons through the introduction of materials of various scales, forms, textures and colors. The outdoorfoeus ofthis development is the 375 foot-long by 125 foot- "ide "Plaza of the Seasons." The plaza reinforces the concept of celebrating the four seasons by incorporating large expanses of planted areas that "ill accommodate a variety of programmed acthities from small summer concerts, to outdoor markets to wandering minstrels and costumed stol}1ellers. All the elements combine to create an indting and exciting year-around outdoor environment. - I - ~-J. ~-.;.~ .~.. .7.,:0 IP . .... ~ ~, ... ,,~ J U .~J ~'. .. ,~ ~ 1J.....- ~......~~-' .. ti.<"" ..,.-" ....... "c' . .,.~ "'",,- '< .,,,,,,1 - h~ .._ lII'~! 1- le ,.~~r-'~"'""l'. ~ ~__~ T'~ ---..~]; ~ -<'~";:''', ", -. 1r'~'" . , -'",..., ,.~, - '!::'-~~~::~~~;,' "~.:--.~ - " Mlxed architectural styles Community space deslgned for families - .-..-.--..._.~ '__~_"~'J'- ,. ..! 7,. ~r' --.....J :11'l'fl~'" .. - - <t,. ~ '\.. ".:,-" : : '! ---"'U'. \-......-: ,\"...., ... .: , j- ....: - I .t T- ~ . t......e..~.. ':;a-'] :. . , t .. .. a ..- . ~ ._ .. : 1 i .. J..:..,_....-.~-'-!---..w .-M.\' " ..... _ ' .. -~"'-4""-nc)~ t(" \.... . ir-,- ..::.....::',;f-~';".,.'I=--, ~~~ i'li". .r.....~..~' ,\ " ,f \ ., /., . . '. t1,.', ' B ta t- , ,r.' .t.t .~_ '.- '01. . :.I! '0. ~I 'l - ~,.~~~:-o:, '(\; ~r".""."; ;'~.::;:.l" . ';'''''-:::},t~J-'''''(~~t'-;'''~'''i~\' 1 ~ 2 ,11 1~'--'-+':-"'!!,"~'b"'.1i. ~ _1Ii'.". ~\."'*'.~~ s.~ . . '1 0 - I I .""'--~ I:'~ ". 1 ( 'i::' : \ .l...__ J ..:: ot.I'r.-:.i' . I, :';.4;'........: .., . .,--.._, J..'d I..&;o;"----"L _.J. ...... .. ' . I .. _ ._---..... .~"-~, 4~.....-': ~=..."" . .... ,., -:. - 'I (-. .' "'::ft~', ", ',' I . ~ : , 1. C ' ' · r'~ : , · I ,: I d, .: l' .r \j'" :"",. t ..___._.......~ f.' '.1 ~r ~, ............ ~~..\...... ,i''- ~ 'r'!;>'; o'-d\; . The Shoppes at Arbor Lakes .Master Plan Team Brooklun Center Similar Project Experience ~ The Shop pes at Arbor Lakes - Lifestyle Center Architecture, site furnishings, lighting and landscape enhance pedestrian experience Convenient parking A place for families Page 14 Team Brooklyn Center Similar Project Experience Reference James Danielson, City Administrator City of Mendota Heights Phone: 651.452.1850 Prolect Team Damon Farber Associates Damon Farber. Urban Design &. Landscape Architecture Statistfcs 23 Acres Mixed-use , block long "Market Square" Retail 2-level Townhomes Condominiums Senior Housing Integration of Public Art into the Public Realm 2 Parking Underground Ramps On-street Parking Highly detailed pedestrian spaces Pedestrian spaces integrated with County trail system and overall development Distinctive signage All residents parking is underground to minimize pavement and maximize green space Page 15 ~ .1t.~ . -.. The Village at Mendota Heights SCOPE: The "Village at Mendota Heights", currently under construction, "ill be a mixed-use de"elopment with approximately 135 new housing units and approximately 47,000 sf. of retail space and 40,000 sf of office space. The Developer and the city have made a commitment to outdoor lhing and wellness; the projects own signature 'Market Square', open space parks, and thoughtfully planned sidewalks and paths connect the charming Village "ith regional trails to the Mississippi and Minnesota Rivers. Damon Farber Associates is working closely "ith the City of Men dot a Heights, RMF Entities, and Elness Swenson Graham Architects to help make the vision a reality. A mix of housing types "ill be provided including 39 row townhomes, and 36 loft condominium flats. In addition, there "ill be sixty units of affordable CDA senior housing. The town home neighborhoods "ill offer two story units "ith underground parking. The North neighborhood includes two-mansion style, two story condominium buildings \\ith 36 units total. -. ':Zir]~Ql'\ ,.:". {i ';"2 ~ l ~!r. : .-::: "..;J @"~?"~f-' :_ >' p, ; ii'. ,..u-, : \j "~'I \~-..l ( C .~) 't9,;:..r ,ff.f ~J;;!" -) ._.~.... . A ,.., ~) ~ .~:-.. ~ :.. . l~~-:;,j~~ <,~/)~ ;~ ~~:'~'---r~'#~?'~~~~Q;i\iV::;~~~ ,'!' ~, I "\ ,i."I~~~ ..."~".tI:- .. , -.:~ '--- -'" ~;::-";;-'-lr~'J ._.... I ~...,.., ~ ,"";::::~ ~~ ..-;.~.-- ..- ~-~:::. iL-..... . -j .] + '''!!!tt-- i '"o'l.'llL"'l'llf l;\ MOnX A ~;.,.II[lG I ITS ".-=-- --.. -_.. . n"I.'.' .-- ..--- Village at Mendota Heights Master Plan Team Brookll,n Center Similar Project Experience I I 'C" '.'c'L. =--0.. ... .1, ~j,... - ',.' -,,' . j 'I rf'- 11 Ir---- ~L_ "..'-t. ~~ .....,d;). ui ~i) : !G"--:~! . b .' ,I 'l>J' , ,:, ~DO;1,: , I l~~ tlr-!ll . to~~ ,'. ',...:1._' ;:;>< '1'""",. '<..: I. '~I O~,.....! .: ~~I. . l~"R ~CI> J to ., IMrket Square Plan " . .~- . Parking within a pedestrian environment Eil The Village at Mendota Heights .. ''1 " .~, "'I... . Market Square Perspective I ...._~~.. Urban design precedent J ~ .t!l9].. i .'1 lIe; - !i~l U~..t ,I'~ ni,I itll\.! _ ,I",.".~,I.II~ iOUII!, 1t9 .. . -. ~~; lwe.., '-' _ t. -.... - --.... 4. " ~,,;o. - I .Ii. Stgnage styte compliments architectural theme Senior Housing Page 16 ~ We will prO\ide the City of Centel"\ille "ith the highest le\'el of professional expertise. We believe that a well crafted process that balances community input "ith market feasibility "ill result in a \isionary plan for the future and reflect residents' needs for a quality dO\\TItown experience. The foundation creatcd through this process "ill ultimately assist the city in thc analysis of dcvelopmcnt proposals and provide the Community input on future of area information required for the dc,.elopment community to respond \\;th proposals that bettcr rcflcct the \ision of the community. Give form to the vision .~ Build partnerships to realize the vision Page 17 Key guiding, planning and design principles that should be considered as a part of the downtown planning process include: Creation of a quality public realm reflecting the unique qualities of New Market Mix of uses Astreetscape network Mix of affordability Public-private paltnerships Financial sustainability Crcath'e building density Balance pedestrian and auto Shared district parking Mix of architectural expression A green nctwork and landscape A blue nctwork (wetlands! stormwatcr managcmcnt) Each of these principles should be considered prior to finalizing a \ision for the future of downtown to have it become the \ibrant community destination that "ill make it successful in the long-run. Two steps are important in getting the project off to a good start - engaging key stakeholders and the community in the process and a firm understanding of the existing site and infrastructure. The knowledge gained from these initial steps "ill serve as a point of reference throughout the process. This "ill help to insure that all aspects of a rich, dO\\l1town experience are realized in the master plan. The plan and guidelines developed through this process must also be tcstcd against the realities of the market. We are committed to working "ith Thc McCombs Group to insure that the plans and guidelines are rcalistic. Our experience tells us that if significant public investment is made to create a unique sense of place tbat the market forces can cbange during a redevelopment effort. We "ill work "ith the McCombs Group to better define bow a new \ision for Centervi1le might create new market forces. Once the plan has been tested against market realities it "ill be our rcsponsibility to work "ith the city to modify the City's Comprebensh'e Plan and!or Zoning Ordinance to reflect the final plan. The vision creatcd through this study "i11 ultimately guide the development community in the continued gro"th of this area. The approach we have outlined has resulted in plans and guidelines that arc cmbraced by the communities, in which they were created, reflect the unique qualities of each city and ha\'e become intertwined "ith the planning fabric of each community. Our plan is to work with Centel"\ille to realize a plan that reflects your \'ision, is feasible and builds community pride. We are enthusiastic about the opportunity to build a long-term relationship \\ith the City ofCentel"\ille based upon trust and respect. Downtown Centerville Process & Schedule 111 To effectively meet the objectives for this project we have developed a comprehensive work program, which consists of13 principal tasks. Tasks 1-4 - A Solid Foundation for Future Decision Maldng Overview: Tasks 1-4 are designed to provide the project Design Team with a comprehensive understanding of project goals and deliverables but also to understand the marketforces in play, the vision for the future and an understanding of issues facing current land and business owners. Task 1 - Establish Project Framework: An initial meeting with the City and the McComb Group will allow for all of the project stakeholders to start off with the same basis of understanding of project goals and deliverables. Appropriate refinements will be made based on comments from the group members. Task 2 - Site/Transportation Analysis: Obtain and review pertinent background information for study area, including characteristics of roadway system, characteristics of existing trail system, existing and projected traffic volumes, planned improvements to C8AH 14 and any other roadways in study area, base map and aerial photograph of study area, and Transportation element of City's Comprehensive Plan. Task 3 - Downtown tour with Business/Land Owners: The purpose of this task is to gain a better understanding of existing issues facing business owners in the downtown area as well as to understand their goals and visions for the future. Task 4 - Public Meeting #1: Presentation of process, visioning exercises & analysis - a Project team meeting will follow one week later. Tasks 1-4 Outcome/Deliverables: Meeting Minutes, Analysis Graphics and supporting documentation. Tasks ;;-Q - EXDlorine:theAlternatives Overview: Tasks 5-9 are designed to provide the project Design Team with a comprehensive set of alternatives that explore what is possible within the project area. Alternatives will be based upon information gathered in the analysis phase as well as input received from the Design Team. Task 5 - Develop Preliminary Concepts: The overall usefulness of any set of schemes will rest in the combination of practicality with creativity and be based upon community vision, market realities and impact on transportation and public infrastructure. Urban Design alternatives will incorporate community concerns, encourage creativity by the development community and be feasible from a market stand point. Task 6 - Project Team Meeting: Presentation of alternatives & review of market forces with The McCombs Group Task 7 - Public Meeting #2: Presentation of alternatives Task 8 - Develop Preferred Concept: Develop preferred concept based upon input received by Design team and general public. Task 9 - Project Team Meeting: Presentation of refined pill!) 8 Yage 1 Downtown Centerville Process & Schedule Continued Schedule July200S December 2005 Page 19 III Tasks 10-1~ - A Common Vision for the Future Overview: The final tasks focus on completion of a plan that incorporates community desires, is feasible and recognizes the impacts on public infrastructure and existing business owners. Task 10- Public Meeting #3: Presentation of refined plan and Urban Design Standards. Task 11- Final Revisions to plan: Make detailed revisions to plan based upon input received. Task 12 - Project Team Meeting: Present draft report Task 13 - Presentation to City: Present final report Outcome/Deliverable: Booklet with master land use plan and design guidelines/zoning modifications as defined in RFP. Task 1 - July 2005 - Establish Project Framework Includes: Meeting with staff to finalize process, scope and goals. Task 2 - July 2005 - Site Analysis Includes: Review of existing vehicular traffic, pedestrian connections, parking issues, open space connections and redevelopment opportunities. Task 3 - August 2005 - Meeting with Business/Land Owners Includes: Presentation of project scope and data gathering on business owner concerns. Task 4 - August 2005 - Public Meeting #1 & Project Team Meeting Includes: Presentation of analysis and opportunities and constraints. Task 5 - August 2005 - Develop Preliminary Concepts Includes: Develop alternative land use scenarios that include public realm image, architectural design guidelines, open space connections and transportation impacts. Task 6 - September 2005 - Project Team Meeting Includes: Presentation of alternatives Task 7 - September 2005 - Public Meeting #2 - Alternatives Includes: Presentation of alternatives Task 8 - October 2005 - Develop Preferred Concept Includes: Revision of concepts to preferred smeme and guidelines. Task 9- October 2005 - Project Team Meeting Includes: Present preferred option. Task 10 - October 2005 - Public Meeting #3 - Preferred Option Includes: Present preferred option. Task 11 - November 2005 - Final Revisions to Study Task 12 - November 2005 - Project Team Meeting Includes: Present draft booklet for review and recommend zoning adjustments Task 13 - December 2005 - Submit Final Booklet Cost The total fee for the project w;1l be billed at our standard hourly rates for a fee not to exceed 847,200. Supplemental serdces including meetings and products beyond that which ha\'e been identified in the abo\'e outline as a basic ser\'ice, will be prodded at our standard rates beyond the quoted, base fee. Our a\'erage hourly billing rate is 895.00 per hour. Principal time is invoiced at 8125 per hour. Project landscape architect time is billed at 8105 per hour, and stafflandscape architectural time averages 885 per hour. Administrative personnel are billed at 865 per hour. Master Plan Tasks Damon f arbc>r KKE A.ehtlocts Bonshoof StanllJ)' Hours Foe Proposal T a.~ t . July 2005. _.E~Ia~S!!~tJ'~~ework 8 S 920 S . 4 $ BOO S 12 $ 1.420 h.~ 2 . July 200S - S;t. l ,Analysis 24 S 2400 16 S 2400 JO $ 3750 20 S 2.100 90 S 10.650 ITask 3 - Augusl2005- ) Meeting with Busmess.1.and 400 :' II Owners 4 S S - S S 4 400 '-Task 4 -August 2005. Public Meoting #1 & Protect T 6lIm Mooting 8 S BOO I S 4 $ BOO S 12 $ 1.300 Task 5 - Augusl2005. l De...~1op Preliminary " _.9onc~' 48 S 4.BOO 1 12 S 1800 10 $ 1.250 8 $ 840 78 I 8.690 Task 6 - SepCembef 2005 . , Proiecl T earn Meetlna 4 S 400 I S - 4 $ BOO $ 8 $ 900 Task 7 - Septcn"Cet 2005 . I PublIC Me~ing tI2 - BOO 1 I Alemalrves 8 S S - 4 $ BOO S - '2 1.300 T..~ a . Oc.""", 2005 . 2.400 I Dev<oklo P".""OO Concool 24 S a S 1200 a $ 1.000 40 S '.600 T ..k 9- Octcbo< 200S . . Project T earn Meeting . S 400 S . 4 $ BOO S 8 S 900 Ta.~ 10 - October 2005 - , Pubfic Meeting #3 - I Preferred OptlOO 8 S BOO I s - 4 $ BOO S 12 I 1300 - Task 1-'--:- NOverrber 2005 . I Fmal Revisions lo Sod., 40 S 4.000 8 S 1200 8 $ 1.000 8 $ 840 64 $ 7.040 Task 12 - Novembet 2005 . I Protect T 6clm Meeting 4 S 1.000 S - 4 $ 500 S 100 I S 1.600 Task 13 - Ducembu' 2005- , Subm.1 r 1t'I.1 floc.l.Jet :2':.. $=2,400 $ - 4 $ 500 $ 28 $ UOO f.-~ReTr11bUrsableEi~s s 3.000 S soo $ 400 S 300 0 4.200 208 S 24.$20" 44 S 7.1OOl 88 s " .400 36 S 4.1801 376 s 47,200 I I TOTAL ESTIMATED FEE S 24,520 S 7.100 S 11.400 S 4.180 S 47.200 Summary Our team has been assembled to prO\ide the City of Center\'iIle with the following capabilities: Experienced Team of Professionals .. Experience with small communities .. Award winning team .. Team committed to a unique and feasible solution Public participation experts Transportation analysis experts Stormwater management (impact of redevelopment on public infrastructure) We are able to begin work immediately and look forward to establishing an ongoing relationship \\ith the City of Centenille. Thank you for your eonsideration and please let us know if you haye any questions. Page 20