Downtown Development Authority Agenda 03-12-2024

View the PDF version Google Docs PDF Viewer

                                    CITY OF MUSKEGON
                            DOWNTOWN DEVELOPMENT AUTHORITY
                           BROWNFIELD REDEVELOPMENT AUTHORITY


                   DATE OF MEETING:                                         Tuesday, March 12, 2024
                   TIME OF MEETING:                                         10:30A.M.
                   PLACE OF MEETING:                                        City Hall Commission Chambers,
                                                                            933Terrace,Muskegon,MI


                                                              AGENDA

 I.           Roll Call

  II.         Welcome new BRA-DDA board member Kaja Thornton

  III.        Approval of the meeting minutes of February 13, 2024

  IV.         Public comments on agenda items

  V.          BRA agenda items - Jake Eckholm

              A. Adelaide Pointe- Reimbursement Request #9

  VI.         DDA agenda items- Dave Alexander

              A.   DDA financial report
              B.   DDA Fac;ade Grant amendments for 2023-24
              C.   Eagles #668 Fac;ade Grant application for 621 W. Western Avenue
              D.   2024 Legacy Project funding request

  VII.        Adjourn

AMERICAN DISABILITY ACT POLICY FOR ACCESS TO OPEN MEETING OF THE CITY COMMISSION AND ANY
                          OF ITS COMMITTEES OR SUBCOMMITTEES

            To give comment on a live-streamed meeting the city will provide a call-in telephone number to the public to be able
            to call and give comment. For a public meeting that is not live-streamed, and which a citizen would like to watch and
            give comment, they must contact the City Clerk's Office with at least a two-business day notice. The participant will
               then receive a zoom link which will allow them to watch live and give comment. Contact information is below.
                                     For more details, please visit: www.shorelinecity.com

             The City of Muskegon will provide necessary reasonable auxiliary aids and services, such as signers for the hearing
          impaired and audio tapes of printed materials being considered at the meeting, to individuals with disabilities who want to
             attend the meeting, 24- hour notice to the City of Muskegon. Individuals with disabilities requiring auxiliary aids or
         services should contact the City of Muskegon by writing or calling the following: Ann Marie Cummings, City Clerk at 933
         Terrace Street, Muskegon, MI 49440 or by calling (231) 724-6705 or TTYffDD: Dial 7-1-1 and request that representative
                                                               dial 231-724-6705
Welcome Kaja Thornton to the Muskegon Brownfield Redevelopment Authority
and Downtown Development Authority

Kaja has been appointed by the Muskegon City Commission to the remaining
vacant board position expiring 1-31-2025.

Kaja is founder and CEO of the non-profit Overcoming Barriers Inc., owner of the
US Cafe in Muskegon Heights and owner-operator Cajun Cuisine by US in
Downtown Muskegon at 333 West Western Avenue, Suite B.
                                   CITY OF MUSKEGON

                DOWNTOWN DEVELOPMENT AUTHORITY (DDA) I
               BROWNFIELD REDEVELOPMENT AUTHORITY (BRA)

                             REGULAR MEETING MINUTES

                                     February 13, 2024

Chairperson M. Bottomley called the meeting to order at 10:33 AM and roll was taken.

I.     ROLL CALL: MEMBERS PRESENT:                    B. Tarrant, K. Reid, M. Bottomley, B.
       Hastings, S. Black, D. Pollock, J.Seyferth, J. Wallace
          MEMBERS ABSE1;!T: M. Kleaveland, H. Sytsema, A. Boyd, J. Moore

          STAFF PRESENT: J. Hines, Development Analyst, S. Wilson, Treasurer, W.
                       Webster, development services, D. Alexander, community
                       engagement, J. Eckholm, Director of Development Services
          OTHERS PRESENT: K. Pershbacher, J. Rooks, T. Puffer, J. Puffer, J. Cook District
                       6 County Commissioner, M. Baird, Muskegon County Deputy

II.    Approval of the meeting minutes of January 9, 2024 - K. Reid motioned to approve the
       minutes from January 9, 2024 and supported by B. Hastings. All approved

III.      Public comments on agenda items - None

IV.       BRA agenda items-Jake Eckholm

          A. Adelaide Pointe- Reimbursement Request #8 - Jake gave a brief update one that
              these reimbursements will come in monthly. We have asked for an extra week of
              lead time prior to making the agenda to ensure the 3rd party consultant has plenty
              of time to make sure all of the requested reimbursements are eligible activities.
          J. Seyferth made a motion to approve the 8th request for reimbursement submitted by
          Adelaide Pointe QOZB, LLC's for eligible activities. B. Tarrant supported.
          Roll Call:
          Yays: B. Tarrant, K. Reid, J. Wallace, M. Bottomley, B. Hastings, S. Black, D.
          Pollock, J. Seyferth
          Nays: None

V.     DDA agenda items- Dave Alexander

           A. Public presentation: Semi-annual DDA report and public engagement -Dave
              shared the Notice that was publicized as required and mailed to the taxing
              authorities nearby. J. Cook and M. Baird from Muskegon County were
              introduced.
           B. DDA financial report- Dave gave the update on financials, events, developments,
              Fac;ade Grants and business changes. There are two things to vote on today. 1.
              Annual budget update that shows the changes outlined from last month both on
         the revenue side and expense. B. Tarrant motioned to approve the adjusted 2023-
          2024 fiscal year DDA budget as presented by staff and accept the January 31,
          2024 DDA and events financial statement. Supported by J. Seyferth.
      Roll Call:
      Yays: B. Tarrant, K. Reid, J. Wallace, M. Bottomley, B. Hastings, S. Black, D.
      Pollock, J. Seyferth
      Nays: None

      C. Shaw Walker Development Agreement for approved EGLE Loan (Jake
          Eckholm). Jake explained the grant. I move to approve the development
          agreement between Shaw Walker Opportunity Zone Business I LLC, Shaw
          Walker Opportunity Zone business 2 LLC and Shaw Walker Opportunity Zone
          Business 3 LLC and Muskegon Downtown Development Authority. Supported
          by J. Seyferth. Roll Call:
      Yays: B. Tarrant, K. Reid, J. Wallace, M. Bottomley, B. Hastings, S. Black, D.
      Pollock, J. Seyferth
      Nays: None
               a. Jon Rooks was able to give an update that to date over $IMM has been
                  spent on soft costs. An architect has been hired and are approximately
                  60% done with the prints. An extension was granted and should be done
                  with design studies in early May. The first 342 units are planned to begin
                  in 2024 for Phase I.
      D. 2024 Legacy Project events -Trunk-and-Treat, GLOW and New Year's Ball
          Drop (Terry and Joy Puffer) Terry Puffer and Joy Puffer gave an update on the
          events.$40,000 was spent on the GLOW event. New Year's Eve ball drop was the
          first event downtown and produced 21 sponsors, spent approx. $25,000. New
          projects are in the planning stages for JUNETEENTH parade, City Boy Pantry
          event so far. A proposal requesting funds and support should be put in writing
          and added to the budget and voted upon.
      E. Discussion on potential changes to the DDA Fa9ade Grant program -Discussion
          only. Options to revise the grant, adding or subtract funds, rephrasing the grant

VI.   Adjournment at 11 :42AM
BRA Agenda Item V.A



                         Muskegon Brownfield Development Authority
                                Agenda Item V-A for 3-12-24

             Request for Reimbursement {9th Request) - Adelaide Pointe Project

Requesting party: Adelaide Pointe QOZB, LLC

Outline of the request: Adelaide Pointe QOZB, LLC has submitted its 9th request for
reimbursement for eligible activities.

Background: The Adelaide Pointe Project is a 35-acre mixed use waterfront development
project including winter boat storage, marina space, In/Out forklift boat storage,
commercial/retail, and up to 400 housing units. The request for reimbursement was submitted
on Feb. 21, 2024 on behalf of the developer for costs related to the brownfield eligible activities
that was approved in the 3rd Amendment to the Brownfield Plan Amendment adopted by the
City of Muskegon BRA and City of Muskegon Commission May 9, 2023 and
May 23, 2023. The BRA is responsible for formally approving all reimbursement requests for
Brownfield TIF's .

Staff comments:
The request for reimbursement outlines the eligible activities that have been invoiced and paid,
which were approved in the Brownfield Plan. Reimbursement requests relate to EGLE
Environmental Activities/ MSF Non-Environmental Activities and Local Only eligible activities.

Jeff Salowitz and city staff are currently reviewing all of the invoices submitted for the
Reimbursement Request. Mr. Salowitz has approved the reimbursement request. City staff has
reviewed and also approved the request.

This request will not be paid out now, actual payments will be made as tax capture becomes
available. Additional requests will be made in the future as work is ongoing for this project.

Staff recommendation: City staff reviewed and recommends approval of the Adelaide Pointe
QOZB, LLC's 9th request for reimbursement for eligible activities.

Suggested motion: I move to approve the 9th request for reimbursement submitted by
Adelaide Pointe QOZB, LLC for eligible activities.
                                                                                              2960 Interst ate Parkway
                                                                                          Kalam azoo, Michiga n 49048

                                                                                          269.342 .1100   I fi shbeck.com




February 21, 2024
Project No. 201515

Jake Eckholm
Economic Development Director
City of Muskegon
933 Terrace Street
Muskegon, Ml 49440

Request for Reimbursement #9
Adelaide Pointe QOZB, LLC, 1204 West Western Avenue, Muskegon, Michigan

By my signature below, it is my professional opinion the expenses described in this Request for Reimbursement
#8 for the above-referenced property represent eligible expenses under the Brownfield Redevelopment Financing
Act (1996 PA 381), as amended, and that the activities have been performed on the eligible property.

All activities described in the reimbursement request have been completed as described in the 3rd Amendment to
the Brownfield Plan adopted by the City of Muskegon BRA and City of Muskegon Commission May 9, 2023, and
May 23, 2023, respectively.

From 2021 through the present, Adelaide Pointe QOZB, LLC (or related entities) has funded the completion of
various activities as outlined in the 3rd Amendment to the Brownfield Plan and this request. The total amount
being requested as part of this Request# is $1,769,329 .20. The $1,769,329.20 request breaks down further into
$552,318.42 in MSF/EGLE Pre-Approved eligible activities and $1,217,010.78 in Local Only eligible activities. A
description of the work activities completed and which eligible categories the work was completed under is
shown on the enclosed table. Invoices for the eligible activities detailing the work completed and proof of
payment for each of the invoices, as provided by Adelaide Pointe QOZB, LLC, are attached .

Additional work is currently being completed for this project so additional reimbursement requests will be sent in
the future.

If you have any questions or require additional information, please contact me at 616.464.3956 or
kperschbacher@fishbeck .com .

Sincerely,




Kirk W. Perschbacher, E.P.
Senior Brownfield Specialist
                                                                                                                                                                                Ellgtblc ActMtlcs Reimbursement T;,blc

                                                                                                                                                                                   Adcl;,ldcPclnteQOZfl,llC
                                                                                                                                                                    1148 ;md 1204 West Western Avenue, Muske110n, Michigan




                                                                                                                                                                                                  20233rdBrownfl•ldP11n
                                                                                                                                                                                                    Amcndment l ot;ils-
                                                                                                                                                                                                                              20233rd8rownfl•ldPlan
                                                                                                                                                                                                                              Arnendment Totals• I.Deal
                                                                                                                                                                                                                                                            RelmbursementRequcst 9
                                                                                                                                                                                                                                                            MSF/(G LEE111:lbleAetlvltlcs
                                                                                                                                                                                                                                                                                           I   RelmbursementRcquest9
                                                                                                                                                                                                                                                                                               LocalOnly EllclbleActlvltlcs
                                                                                                                                                                                                                                                                                                                              RtmalnlncBudcets
                                                                                                                                                                                                                                                                                                                                 EGLE/MSF
                                                                                                                                                                                                                                                                                                                                                 Rcm;,lnln,: Budcetloall
                                                                                                                                                                                                                                                                                                                                                  OnlyEtlgtblcAetlvltles
                                                                                                                                                                                                   EGLE/MSFEllclbleCosts         OnlyEHclbl•Costl
                                                                                                      Desal~tlon                    Invoke Date     I     lnvolee No,      I Invoice Amount
 Non EnvlronmenutAet:lvltl• •
isitcl"~ratlon

                                                                                         Geotcchnlc::il Inspections for Condo
                                                         Solls&Strud:U~                                                                1/31/2024                  92S561             56,829.ool
                                                                                                          Bulldln11Found.ltlon

                                                                                                                                                                                  -                                                                                                                    5~~29.00

                                                                                         Gcotcchnle.il lns~lons for MLiltl-
                                                                                                                                       1/31/2024                  92548]          51,671.SOI
                                                                                                   Use BuUdlne Foondatlon
                                                                                                                                                                                                                                                                                                       51.671.SO
                                                                                                                                                                                  --
                                                                                         GNJtcchnlcll lnsp,cetlons for Condo
                                                         Sofls&Structure5                                                            12/29/2023                   919971          52.460.00I
                                                                                                        BulldlncFound;itlon
 found;itlonWorktoAddrcss5pedalSollConcerns(SpeclaHicd
                       Foundatlons)
                                                         f--------+-------+----+----+- -                                                                                                                590S,OOO                     $4,690,000
                                                                                                                                                                                                                                                                                                       _g,_460.00
                                                                                                                                                                                                                                                                                                                                5905,000.00             5201."53

                                                                                         Geotcchnle.illnspectlo,uforMultl-
                                                         Solls&Structure5                                                            12/29/2023                   919931          51.886.ool
                                                                                                  UseBulldln&Found.nlon
                                                                                                                                                                                                                                                                                                       5_1.886._(!0_
                                                                                                                                                                                 -
                                                                                          Contretefound.:itlonworkforOry
                                                                                                                                        2/1/202'i                                $51,716.32
                                                                                                           Marln38Ulldlng
                                                                                                                                                                                                                                                                                                       551,716.32
                                                                                                                                                                                 --
                                                         C;it;,I~ Construction {Clnnon    Ge 0vcl'Sl11ht of Multi lh;e Bu!ldlng
                                                                                                                                      1/24/20241              P3YApp6I          $928,635.7:
                                                         Concrete)                                   Foond.itlon.indCMFee


                     Survcylns.tnd5taklns                Buri::~Survcylnc                   ConsttuctlonSt:1klnc(Ro;,dw:1vs)             1/18/24                 112582
                                                                                                                                                                                      --
                                                                                                                                                                                      s,00.001          5US,OOO                       584.000                        5700.00
                                                                                                                                                                                                                                                                                                      5928.635.n

                                                                                                                                                                                                                                                                                                                                $108,872.46            536,6SS.SO

                                                                                                                                         12/4/23                431221            S3.644,SO                                                                                                            53,644.50
                                                                                                        Brownfletd lncentlvcs            1/29/24                43323S            S3.622.00                                                                                                            g622.00
              Archltcctural ;ind Englneerlns Coru                                                                                                                                                       5S00,000                     51.S21,000                                                                                   5163.20               5990.S1
                                                         Fishbeck                                       B_!_ownfleldlnccn~~               1/3/24                432518            53,789.00                                                                                                            53,789.00
                                                         GEi                                               Pcrmlt~sJst;ince              4/21/23               S018239            59.07S.38                                                                                                            59,07S.J8
PubHc lnlnstnKture
                                                                                                  Constl'l.lctlon Dtawlncsfor
                                                         Prog~..slvt'AE                                                                   2/1124                 196S511          51.140.ool
                                                                                                                                                                                                                                                                                                       g,140.00
                                                                                                       CommunltvBulldlllfl
                                                                                            Bulld!ncmJterl.il~ceotedm le.il
                                                                                                                                                                                --
                                                                                                               ev.i!u.itlons.ind
                                                         Freed&Vicrcck.UC                  foundJtlons/footlncsassocl3tcd                 2/5/24                   11991        5198,146.311
            Community BuHdlni:/Clubho~e ;ind Pool                                                wl!hlhepublkcommunltv                                                                                                               51.800,000                                                                                                       51.425,152
                                                                                                                       bulld!nfil                                                                                                                                                                     Jl9B,146.31
                                                                                                  CoiutnrctlonOr.iwlngsfor
                                                         P1'ogre"',,$/YcAE
                                                                                                       CommunltvBulld!nr.
                                                                                                                                         ,,r,m                   19S942           S4,22S.ool
                                                                                                                                                                                                                                                                                                       54.225.00
                                                                                                  ConstructlonOrawln~for
                                                         ProercssJ~AE                                                                   1/10/24                  196299               $170.00
                                                                                                       CommunltvBLllldln.i;_                                                                                                                                                                            5170.00
                                                                                         Curb3ndGuttersforRoJdwJys;ind
                                                                                                                                         2/19/24                   1445          $13.828.50
                                                                                                                       ~MFce                                                                                                                                        513.828.SO
                                                                                               GeotcchnlQI Inspections for
                                                         Solls&Stl'l.lctUrt'S                                                           1/]l/24                   925S8           S5,740.69
                                                                                                      Ro.>d-...r;,y:.JndUtllltlcs                                                                                                                                   ~740.69
                                                                                               Geotechnle311nspcdlonsf0t
                                                         Solls&Str\let\lre5                                                            U/29/23                    92062           56.r.n.64
                                                                                                      RoJd-...r;,y:.;indUtll!tlcs                                                                                                                                   56An.64
                                                                                               UtUltles/RoJdw;iysL1bor;ind
                                                         RedUneExc.:,v;itlnsLLC.            Mlscelfaneo~ MJterl.ils .ind CM             2/15/24                  193641         5245,996.93
                                                                                                                                                                                                                                                                   524S,996.93
                                                                                           C0ncretef0rcurbs/r03dwJysJnd
                                                         HlchGradeConcretcProduru                                                       2121124                   92002               5942.08
                                                                                                                                                                                                                                                                     5942.08
                                                                                                                    CMFce
                       PubllcR03dW3"{1,                                                    Cotlaeteforcurb-".,/r03dw;iys~nd                                                                            54,000,000                                                                                                              52.508.328.16
                                                         HlghGradeConac1ePro1focts
                                                                                                                    CMFee
                                                                                                                                        212112•                   92003           S1.261,75
                                                                                                                                                                                                                                                                    fl.261-7S
                                                                                           Conactcforcurbs/ro.idw.iysand
                                                         HlghGradeconcrcteProduru                                                       2121124                   92004          521.464.96
                                                                                                                                                                                                                                                                    521,464.96
                                                                                                                    CM Fee
                                                                                           Concreleforcurbs/ro.idw;iys;ind
                                                         High Grade Conaete Produce                                                     2/21/24                   9200S          526,700.30
                                                                                                                    CM Fee                                                                                                                                          526,700.30
                                                                                           Concreteforcurbs/rcadw;,ys;ind
                                                         HJchGr.ideContretoProduru                                                      2/21/24                   92006           51,900.S8
                                                                                                                    CMFee                                                                                                                                           51,900.58
                                                                                           Concrctclorazrbs/ro.idways;inc:l
                                                         Hlgh GradcConcttt ePrcdLlcts
                                                                                                                    CMFtt
                                                                                                                                        212112•                   92007           $4,722.30
                                                                                                                                                                                                                                                                    54,722.30
                                                                                           Conactelorcurbs/ro;idways3nd
                                                         High Grade Concrete Products                                                   2121124                   92001           5S,701.74
                                                                                                                                                                                                                                                                    $5,701.74
                                                                                                                    CMFtt

                                                         Bush Concrete                   StcrmwaterstructuresandCMFcc                   12/6/23                  U0869           $30.864.02
                                                                                                                                                                                                                                                                    530.864.02

                         Storm Sewer                     BushConc:rete                   StcrmwJterstl'l.lcturesandCMFcc                 ,,r,m                   120876          $12,766.86             5270,000
                                                                                                                                                                                                                                                                    512,766.86
                                                                                                                                                                                                                                                                                                                                   5461

                                                         Bu~Concrete                     5tormw;itcrstruct\Jrcs.indCMFce                  1/3/24                 1210'4           S6,217,69i
                                                                                                                                                                                                                                                                    Sf;,217.69
                                                                                                                                                        ToblNon,(nvlronmcntalActlvitlltl                       S21.S93,6lOI                   S9,045,000:
Addltlon.illtcrm

                                                                                           Electrlc.il MJtcrl;itsandLDborfor
                      Contlngcncy(1S%)                   TN Electric                                                                    2/16/24                    32721        5167,032,381           S3,239,043                   $1.611,750                                                                                   51,408,561           51.602,081
                                                                                                    PubllcOcclcs;,ndCMFee
                                                                                                                                                                                                                                                                   $167,032.38


                                                                                                                                                            Total Relmbuf'JC.'ment Rc~ucst                                                                         SSSl,311.42                       51.217,010.7&
DDA Agenda Item VI.A



                        Muskegon Downtown Development Authority
                               Agenda Item VI-A for 3-12-24

                     Acceptance of Financial Statement February 29, 2024




Requesting party: City Economic Development

Outline of the request: Staff is asking the DDA board to review and accept the financial
statements for February 29, 2024.

Staff comments:

Last month the board approved an adjusted FY 23-24 budget for the DDA which is reflected in
last month's report. There has not been a significant change in the status of the DDA financials
since the February meeting.

Two major financial postings are still expected before June 30 end of the fiscal year - 1.
$480,000 in tax increment revenues and 2. $130,000 in city bond payments for arena
improvements. The DDA budget is on track for the budget estimate of $190,184 in fund balance
at the end of the 2023-24 fiscal year, June 30, 2024.

The events budget is in a solid position going into the Taste of Muskegon and Lakeshore Art
Festival season with a fund balance of $133,711. That amount includes your approved
expenditure of Taste funds for improvements at the Muskegon Farmers Market of $55,409.40.

Staff recommendation: To accept the February 29, 2024 DDA and events financial statements.

Suggested motion: I move to accept the February 29, 2024 DDA and events financial
statements.
                    DDA FINANCIAL FOR 02/29/2024




                                                                                                    FY2023-24 BUDGET             FY TOTALS
Revenues                                        FY 2022-23 BUDGET          FY2022-23 ACTUAL             (updated)             FEBRUARY 29, 2024
Tax Increment                                    $      321,446.00    $            401,043.00   $           480,000.00    $                    .
Reimbursement • State                            $             .                                                          $                    .
Event Revenue*                                                                                  $                   .     $                    .
Trans From Capital Projects Fund                                                                $                   .     $                    .
Interest Income                                  $                .   $              1,139.20   $                   .     $                871.83
Fundraising Revenue
BID Income (or $50,000 levy)**                  $        17,000.00    $             17,000.00   $                   .     $                    .
Sponsorship                                      $                .                             $                   .     $                    .
Former Mall Brownfield Income (GF}               $                .                             $                   .     $                    .
Total                                            $      338,446.00    $            419,182.20   $           480,000.00     $               871.83


Expenses                                             FY 2022-23            FY2022· 23 ACTUAL            FY2023·24                 FY 2023-24
Business Dev. Manager Wages                      $                .   $             75,389.95                             $             48,224.89
Trans to GF • Marketing, Events, Overhead        $                .                                 $               .
FICA (7.65%)                                     $                .    $             5,603.75       $               .      $             3,512.92
Workers Comp (2%)                                $                .    $               424.17       $               .      $               233.03
Insurance                                        $                .    $            11,454.65       $               .      $            14,671.68
Residency Bonus (4%}                             $                .   $                   .         $               .
Life Insurance (0.24%)                           $                .    $               317.69       $               .      $               204.69
401(k) (6%)                                      $                .    $             6,822.79       $               .      $             4,316.37
Total Salaries/Benefits                          $       98,365.00    $            100,013.00       $         95,000.00    $            71,163.58
Walkability Improvements                         $             .                                    $               .
Streetscape/Wayfinding / Walkability             $       15,000.00     $            25,207.87       $         25,000.00    $            20,075.00
Public Art (Downtown Initiative)                 $             .                                    $               .
Landscaping                                      $                .    $                  .         $         19,170.00    $             4,548.47
Snow Removal                                     $                .                                 $         64,941.00    $            50,092.75
Fa~ade Program                                   $        15,250.00                                 $        157,585.22    $            52,973.36
Downtown Park(s)****                             $         9,000.00    $             4,448.27       $          9,000.00    $               839.48
Marketing/Promotions                             $        25,000.00    $            17,135.21       $         12,000.00    $            12,327.20
Blight                                           $              .
Office Space and Misc Operating                  $         9,000.00    $               100.00       $          9,000.00    $               199.80
Total Recurring Costs                            $       73,250.00     $            46,891.35       $        296,696.22    $           141,056.06
Watermark Assistance                             $        25,000.00    $            25,000.00       $               .      $                  .
Social Bowl                                      $        34,750.00    $            34,750.00       $               .      $                   .
Morris Street Lot                                $              .                                   $               .      $                   .
Taste of Muskegon                                $                .                                 $               .
Lakeshore Art Festival                                                                              $               .
Projects and Events                              $        59,750.00    $            59,750.00       $               .      $                   .
County Debt Payments ($1M)                       $                .    $                  .         $               .
Mercy Health Arena HVAC/Roof*******              $       130,000.00    $           130,000.00       $        130,000.00    $                   .
Other Debt Payments (smartzone)                  $                .                                 $               .      $                   .
Total Debt Payments                              $      130,000.00     $           130,000.00       $        130,000.00    $                   .
Total Expenses                                   $      361,365.00     $           336,654.35       $        521,696.22    $           212,219.64


I
Net Rev/Expenses                               1$        (22,919.00)1 $             82,s21.8s I$             (41,696.22)1 $           (211,347.81)1


IFund Balance at Beginning of Year                                    1$           149,352.so I                           1$           231,880.35   I
IFund Balance at End of Year                                          1$           231,880.3s   I                         1$            20,532.541




               C:\Users\dave.a lexa nder\AppData\Local\Microsoft\Windows\lNetCache\Content.Outlook\R9WSBC96\DDA February 2024
                 EVENTS FINANCIAL FOR 02/29/2024




                                                                                                                                  FY TOTALS
Revenues                                        FY 2022-23 BUDGET           FY2022-23 ACTUAL          FY2023-24 BUDGET         FEBRUARY 29, 2024
Tax Increment                                    $                 -   $                   -      $                   -    $                    -
Reimbursement - State                            $                 -                              $                  -     $                    -
Event Revenue *                                  $       262,886.00    $            112,307.55    $           200,000.00   $             12,585.59
Trans From Capital Projects Fund                                                                  $                   -    $                    -
Interest Income                                  $                 -   $                   -      $                   -    $                    -
Fundraising Revenue**                            $         5,000.00    $              4,325.00    $            15,000.00   $                    -
BID Income (or $50,000 levy) * *                 $                 -   $                   -      $                   -    $                    -
Sponsorship                                      $       114,625.00    $            424,311.73    $            42,000.00   $             26,790.00
Former Mall Brownfield Income {GF)               $                 -                              $                   -    $                    -
Total                                            $       382,511.00    $            540,944.28    $           257,000.00   $             39,375.59


Expenses                                              FY 2022-23            FY2022-23 ACTUAL             FY 2023-24                FY 2023-24
Business Dev. Manager Wages                      $                 -   $                   -      $                   -    $                    -
Trans to GF - Marketing, Events, Overhead        $                 -   $                   -      $                   -    $                    -
FICA (7.65%)                                     $                 -   $                   -      $                   -    $                    -
Workers Comp (2%)                                $                 -   $                   -      $                   -    $                    -
Insurance                                        $                 -   $                   -      $                   -    $                    -
Residency Bonus (4%)                             $                 -   $                   -      $                   -    $                    -
Life Insurance (0.24%)                           $                 -   $                   -      $                   -    $                    -
401(k) (6%)                                      $                 -   $                   -      $                   -    $                    -
Total Salaries/Benefits                          $                 -   $                   -      $                   -     $                   -
Walkability Improvements                         $                 -   $                   -      $                   -     $                   -
Streetscape/Wayfinding / Walkability             $                 -   $                   -      $                   -     $                   -
Public Art (Downtown Initiative)                 $                 -   $                   -      $                   -     $                   -
Land scaping                                     $                 -   $                   -      $                   -     $                   -
Snow Removal                                     $                 -    $                  -      $                   -     $                   -
Fa~ade Program                                   $                 -    $                  -      $                   -     $                   -
Financial Incentives                             $                 -    $                  -      $                   -     $                   -
Downtown Park(s)****                             $                 -    $                  -      $                   -     $                   -
Marketing/Promotions                             $                 -    $                  -      $                   -     $                   -
Blight                                           $                 -    $                  -      $                   -     $                   -
Office Space and Misc Operating                  $                 -    $                  -      $                   -     $                   -
Total Recurring Costs                            $                 -    $                  -      $                   -     $                   -
Miscellaneous Events(Cookie Crawl, Letters to Sa, $                -    $             5,652.00    $                  -      $             4,761.65
Taste of Muskegon                                 $       96,300.00     $           305,430.12    $            90,000.00    $             1,909.11
Lakeshore Art Festival                            $      163,568.00     $           164,613.87    $           160,000.00    $            13,098.98
Projects and Events                              $       259,868.00     $           475,695.99    $           250,000.00    $            19,769.74
County Debt Payments ($1M)                       $                 -    $                  -      $                   -
Mercy Health Arena HVAC/Roof*******              $                 -    $                  -      $                   -
Farmers Market transfer                          $                 -                              $                   -     $            55,409.40
Total Debt Payments                              $              -       $                  -      $                  -      $            55,409.40
Total Expenses                                   $       259,868.00     $           475,695.99    $           250,000.00    $            75,179.14


I
Net Rev/Expenses                               I$        122,643.oo    I$            65,248.29 I$               1,000.001 $             (35,803.55)1


I
Fund Balance at Beginning of Year                                      1$           104,266.85 I                           1$           169,515.14   I
I
Fund Balance at End of Year                                            1$           169,515.141                            1$           133,711.591




           O:\Planning\COMMON\DDA - BRA\DDA-BRA 2024 -- current year\031224 DDA-BRA\DDA\DDA-Events Financials February 2024
DOA Agenda Item VI.B



                          Muskegon Downtown Development Authority
                                 Agenda Item VI.B for 3-12-24

                   Consideration of changes to the DOA Fa~ade Grant Program

Requesting party: DDA Board

Outline of the request: The DDA at its February meeting discussed changes to the Fa~ade Grant
Program and came to consensus to increase the grant amount. A copy of the current program
2023-24 is attached.

Staff comments:

So far this year, the DDA has award the maximum of $15,000 to The Leonard Building at 292 W. Western
and the West Side Art Collective at 238 Houston and staff approved $9,394 Forrest Tax at 130 E. Apple.
The DDA has a $15,000 request from the Eagles 668 at 621 W. Western for exterior renovations on this
agenda. Carlisle's has a pending application for a $7,000 grant request. That would leave the DDA fa<:;ade
grant program with $38,606 for additional grants this fiscal year.




Some DDA members had questions and expressed concerns with the current program. The one
consensus was to increase the maximum grant amount to $25,000 per application from the current
$15.000 maximum based upon a dollar for dollar match from the applicant. The increase in a maximum
grant to $25,000 considers rising construction costs, the amount of funds still available from the
$100,000 budgeted for the fiscal year and giving building owners and businesses a greater incentive to
make improvements.

If approving the higher grant amount for the current year, two approved applications for this fiscal year
would have been eligible for the more than the $15,000 maximum. At a $25,000 maximum, The Leonard
would have been eligible for an additional $8,128 and the West Side Art Collective for an additional
$9,285. The next agenda item for the Eagles Fa<:;ade Grant would be for the full $25,000 amount if
changed for this year.

Staff recommendation: The board may want to increase the maximum grant to $25,000
beginning in a new grant year 2024-25 that would start July 1, 2024. If increasing now, the
board might consider the two grant awardees that received the current maximum of $15,000.

Suggested motion: At the pleasure for the board.
     / of Muskegon - Downtown Development Authority
  3-24 Building Fa,;ade Improvement Grant Program Guidelines


 al:

1 upgrade  the look and function of commercial buildings within the Muskegon Downtown Development
uthority (ODA) by encouraging tenant businesses or building owners to make exterior improvements. Such
nprovements will enhance the individual property's value; and uplift the block in which the property is
,cated and the overall district.

ilailable Funding:

 e DDA has budgeted $100,000 for the 2023-24 fiscal year, to be available to applicants on a first-come,
 st-serve basis. The number of grants will be limited by the budgeted amount.

 rms:

 ! Building Fac;ade Improvement Grants are for up to $15,000, with an applicant match of one to one. Thus,
  3,000 grant would need to have the applicant propose a project of at least $10,000. This is a
  nbursement-oriented program to ensure that proposed work is done appropriately and consistent with the
  racter of the downtown district.

     bility:


     ,   Applicant must be a business or commercial building owner located within the Muskegon Downtown
         Development Authority district. Leaseholder businesses must receive the written permission of the
         building owner.
         The building must be an existing commercial structure at the sidewalk level, but can be mixed-use on
         the floors above. Grants can assist redevelopment, remodeling or renovations to existing commercial
         buildings but are not for new buildings.
         All city taxes and other city accounts must be current.
         All work must be done in compliance with all city regulations and ordinances, including obtaining
         necessary building permits and the approval of the Historic District Commission when applicable.
         All work must be done by a licensed contractor.
         All changes in access to a building must strictly comply with the federal Americans with Disabilities
         Act.
         Work receiving grant funding must not begin until a grant is awarded and work must be completed in
         12 months. The applicant can request a 6-month extension in writing if the project is not completed
         within 12 months of the approval date.

         Costs:

          ~
          board will have the final decision on the eligibility of any items receiving grant funding.
          ments must be to the exterior of the building and may include:

              x:terior walls, windows, doors, exterior brick staining, cleaning or tuck-pointing of masonry or
              one, ADA improvements to exits and entrances, awnings, decorative signs improving the
              ~sthetics of the building, exterior lighting for safety and aesthetics ;:inrl 11 n,,... .. - --
Exterior Brick Staining:
This item is eligible only if there is noticeable paint deterioration present. Proof must be provided with your
application.

Ineligible Costs:


Among other items, grants are not available for:

        Property acquisition, site plans, building fees, appraisal or attorney fees, business equipment taxed as
        personal property, wages associated with the project paid the applicant or applicant's relatives,
        parking lots and landscaping. (Although parking lot improvements and landscaping are encouraged,
        they are not grant eligible.)

Application Process:


    •   Provide a brief statement of intent demonstrating the need for financial assistance; how the project
        will improve the building, its block and the district; and a commitment to future property maintenance.
    •   Provide a description of the proposed project, submitting photos of the existing building and if
        available drawings ofthe improvement.
    •   Provide detailed cost estimates with at least two competitive quotes from licensed contractors and
        their suppliers.
    •   Provide a timeline for commencing the project and its completion.
    •   Provide evidence of financial ability to complete the project with the understanding that the grant
        funds will only be disbursed upon completion of the project.

Review/ Approval Process:


Applications received in the City of Muskegon's Development Services Division Office (Muskegon City Hall, 933
Terrace St, Room 202) will be reviewed by city staff. The DDA board authorized staff will review and approve
grant requests up to $2,500. Grant requests of more than $2,500 will be evaluated by a design/review
committee of city staff and board members appointed by the DDA. Grants of $10,000 or more must receive
final approval by the DDA board.

All reviews will consider the grant program goals, along with the long-term economic development benefits to
the DDA district and the enhancement of the architectural appeal of the applicant building. Changes in
project scope or design must be DDA approved for final reimbursement. If approved, City staff will request an
update on each project after 6 months of the approval date.

Project Reimbursement:
Upon completion of the project, grant recipient must submit final invoices marked as paid along with copies
of grant recipient proof of payment to the contractors and/or suppliers.

Program Authority:
The DDA board has final decisions on all matters related to the Building Fa~ade Improvement Grant Program.
Any decision by the DDA board is final.
City of Muskegon - Downtown Development Authority
2023-24 Building Fa~ade Improvement Grant Program Application



 Applicant Name                                    Business Address


 Email                                             Phone


 Project Address                                   Parcel Number


 Requested Amount                                  Total Fa~ade Project Cost


 Statement of Intent/Need for Funding:




 Description of Project-Attach: Photos, Project Plans & 2 Competitive Bids:




 Project Timeline/Estimated Completion Date:




 By signing the grant application, if awarded, applicant commits to future property
 maintenance and certifies the ability to fund the project to completion before grant funds
 reimbursements are made.

 Applicant Signature:

Please email application to: economicdevelopment@shorelinecity.com

For more information:
Contact Contessa Alexander, Staff Liaison, ODA/BRA
contessa.alexander@shorelinecity.com
231-724-4141
DDA Agenda Item VI.C



                        Muskegon Downtown Development Authority
                               Agenda Item VI-C for 3-12-24

                         Fa~ade Grant applications for the Eagles #668




Requesting party: City economic development

Outline of the request: Staff has received an application for DDA fa~ade grant from the
Fraternal Order of Eagles #668 (621-625 W. Western). The application needs DDA approval
because it is for more than $10,000.

Staff comments:

The application is attached along with two quotes and photos. This is a restoration of the
exterior brick building at Western Avenue and Seventh Street. This is tuck pointing and sealing
and not a painting for the exterior. The internal staff committee has reviewed and questioned
whether more windows would be cut in as had been done along Western Avenue. The
applicant stated no more windows are planned at this time. The one window that was installed
with reflective glass has been replaced with glass compliant with city code, the applicant stated.

Staff recommendation: To approve a maximum of $15,000 in a DDA fa~ade grant for the Eagles
#668.

Suggested motions:

I move to approve the Eagles #668 request for $15,000 in a DDA fa~ade improvement grant
with the applicant complying with all City of Muskegon building codes and permits and having
no outstanding financial obligations to the city.
    City of Muskegon - Downtown Development Authority
    2023-24 Building Fa~ade Improvement Grant Program Application




                                                                 Parcel Number


     Requested Amount                                            Total Fa~ade Project Cost


     Statement of Intent/Need for Funding:




     Description of Project-Attach: Photos, Project Plans & 2 Competitive Bids:
    Glt~cLQw          ol               r>"ol l-\.10 +uck.&-p~1k Al\f\it.ec-S w/rn°'--"' G                 om·                      ,
        \o.-s-r ft / f cfe~ s· 1d-<l vu ~1 Is. ® S <i A- l A- {I 6 ,t lc{( fD ;t /fl sA-c-.. II ,1 -e
                                                                                                    (,J   ,;;   (,(_.f_ ,er...   Jlh
0
    1.,~ \..Q Lr. ;1 .e_ C .t'JYcr ';j-- ~ e.., \..e...Ct V\. -i.. R----v>"--ov<? W d?/hl,.




     Project Timeline/Estimated Completion Date:




     By signing the grant application, if awarded, applicant commits to future property
     maintenance and certifies the ability to fund the project to completion before grant funds
     reimbursements are made.

     Applicant Signature:~

    Please email application to: economicdevelopment@shorelinecity.com

    For more information:
    Contact Contessa Alexander, Staff Liaison, DDA/BRA
    contessa.alexander@shorelinecity.com
    231-724-4141
  AVALON BUILDING CONCEPTS
  5017 S. DIVISION AVENUE, SW
                                                                                                                                                                  50245
  WYOMING, Ml 49548-5601                                                                                                                              (616) 261-9927

                                                                                                     CONTRACT
  Avalon Building Concepts ("Contractor") of 5017 South Division, Wyoming, Ml 49548, and
                                     1

  __,R'--'-,'(;=-..:.h_:"'-c:....:rtl:.........,{~-1.F_-ere--'--''--'Se\,e__;__;J?,_A
                                                                                  _ t _k .c....
                                                                                           s_D_ll_   _ _ _ , , . - - - - - - - - - ----IOwner's name), of,
  _/o..._.'if..___._]__,ltJ<----xetAfP-~W_;;_-e-=-s+ec-'----'-_,l\'--"fb__.__.._1te.._.____._fi1_v.1....,M~e,_,..q0.-11-t-i,r-')Yl~J_lj_'/__'/¼-"~-   ___,, (Owner's address)
  agree to the terms and conditions as provided herein. "Owner" refers to both the singular and the plural of this party.
  Contractor agrees to furnish all labor and material according to the following specifications on the premises located at

  - - - - - - - - - - - - - - , - - - - - - - - - - - - - - - - = : . . : - = : - = - - - = - - ( p r o j e c t address).




 The total cash price for the project will be $                                             l~I
                                                     J <J~] , S'O . A deposit of $ _ _ _ _ _ _ _ _ is required
 prior to Contractor beginning work or delivering material to the project address, and the remainder of the cash price shall
                      ii!t@ letlon. A co venienc.e e of 3% will be added to any credit or bank card transactions.
                                                                                                             TO CANCEL
                                                                                                             rlor to midnight of the third business day after the
                                                                                                               form on the reverse side of this Contract for an
 explanation                                                                                                  lted from having an Independent courier service or
 other thh:d                                                                                                 ~e before the end of the 3- business-day period in
 which you

                                                                                                               II terms and conditions of this Contract, including




                                                                                                                                                      Title


  THIS CON                                                                                                          ~DAl"'-'l'AR   UNLESS ANO UNl\l \l HAS \lEEN
 APPROVE                                                                                                                           SIGNED ANO OAlEO BElOW.


Date
                                    Bully's Construction, LLC
                                    13240 Apple Ave
                                                                                                                              Estimate
                                    Ravenna, MI 49451 US
                                    +l 6162043060
                                    seth@bul lysmasonry .com
                                    www.bullysmasonry.com

  Quality Maooiuy Constructlo"
   616.204.3060
                  ADDRESS                                                                 I SlilPTO  - -- -
                  muskegon eagles                                                             muskegon eagles
                  621 W Western Ave. Muskegon, MI
                  49440


                                                                                          [   __

ESTIMATE#                        l oATE
1050SM                - ~l_o_l/23/2024                                        -I
P.O.NUMBER                                                                         SALESREP
eagles tuckpoint                                                                   seth

DATE                     ! ACTIVITY                    iDESCRIPTION                                        QTY
                                                                                                                     -RA~: ;___   ~   -~     O~N: _I
01/23 /2024                OS Masonry                   removal of paint and tuck point 80x32              2,560     25 .00           64,000.00
                                                        side of building (7th st. side)
01/23/2024                 OS Masonry                   tuck point existing joints on front of             3,840      13.00           49,920.00
                                                        building, 70x32' high after removal of
                                                        existing mortar (front of building)
01/23/2024                 OS Masonry                   tuck point exitsting front of building             1,152      13.00            14,976.00
                                                        72'x 16' high (low pa11 of front of
                                                        building)
01/23/2024                 Demo                         demo chimney down to 4ft. high from                        6,000.00            6,000.00
                                                        roof and add a new concrete cap with
                                                        overhang of 2" or greater
01/23/2024                 OS Masonry                   save brick from chimney demo and lay                       3,500.00            3,500.00
                                                        in back on high part ofroofto fill in
                                                        existing windows
01/23/2024                 OS Masonry                   wash and remove paint and tuck point                700      25.00             17,500.00
                                                        back area of building (rooftop brick)
                                                        10x70' area
01/23/2024                 Building Cost                rentals, supervision, misc. items                          7,500.00                7,500.00
                                                                                   TOTAL
                                                                                                                              $163,396.00


Accepted By                                                                        Accepted Date
        I
            I
        I
I
    I
I
DOA Agenda Item VI.D



                        Muskegon Downtown Development Authority
                               Agenda Item VI.D for 3-12-24

                            Legacy Project request for 2024 support

Requesting party: The Legacy Project

Outline of the request: Terry and Joy Puffer of the Legacy Project met with the DDA board in
February and discussed its downtown activities In 2023 and plans for 2024. They have received
$5,000 each of the past two years for its GLOW holiday lights display. They have plans for their
non-profit's 2024 downtown events -Trunk-and-Treat, GLOW holiday lights and New Year's
Eve Ball Drop --- and asked for DDA financial support. The Legacy Project request is attached.

Staff comments: The total $15,000 request for donations to the Legacy Project was discussed
with the board and there seemed to have been board support. The DDA finances would support
a $15,000 donation in the 2024-25 fiscal year. The DDA might want to put all of its support
behind the GLOW holiday lighting project and not the New Year's Eve Ball Drop. The DDA has
never financially supported individual events outside acting as fiduciary for the City of
Muskegon's Taste of Muskegon and Lakeshore Art Festival.

Staff recommendation: Putting a $15,000 donation to the Legacy Project for its 2024 GLOW
holiday lighting project into the 2024-25 DDA budget.

Suggested motion: I move that the DDA support the Legacy Project's GLOW holiday lighting
project with a $15,000 donation to be included in the 2024-25 fiscal year budget.
                                              Lauesnone

         Lakeshore Legacy Project 2024 Events

To : The Downtown Development Association

From: Lakeshore Legacy Project, Inc.




Please accept this letter as a formal request for a donation to be made to Lakeshore Legacy Project, Inc.
for two of our upcoming 2024 Events. We are asking for the following:



    1.   3rd Annual GLOW Lighting Event-$10,000.00
    2.   2nd Annual New Year's Eve Ball Drop with Fireworks-$5,000.00



Please feel free to contact Joy at 231-578-8093, or Terry at 231-855-5001 with any questions.



Thank you,



Joy Puffer

Lakeshore Legacy Project, lnc.-VP

jpmanagementllc1@gmail .com

231-578-8093

Go to the top of the page.


Sign up for City of Muskegon Emails