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HomeMy WebLinkAbout2.A. Senior Housing Developer DiscussionD ..0"SEMOLINT EXECUTIVE SUMMARY CITY COUNCIL City Council Work Session: March 13, 2013 AGENDA ITEM: Senior Housing Developer Discussion AGENDA SECTION: Discussion PREPARED BY: Kim Lindquist, Community Development AGENDA NO..�. Director ATTACHMENTS: Information from Frisbie Architects APPROVED BY: Associates, Information from Stonebridge RECOMMENDED ACTION: Discussion Item ISSUE As the Council is aware, Staff was notified by Doran Companies in February that they would not be moving forward with the Steeple Center senior housing project. Staff has made contact with the two other firms that answered the initial RFQ and both have expressed interest. DISCUSSION Frisbie Architects and Stonebridge Companies have both submitted a letter of their interest in pursuing the Steeple Center senior housing project. Staff asked they address timing, development group, financing, and any other relevant topics. Frisbie Architects indicated they would be comfortable with a project smaller in scope and more consistent with the recent market study conducted. They indicated they have experience with projects of that size and have good relationships with several senior housing management companies. The letter indicated they have the financial ability to absorb pre- development costs and the financial relationships to finance the project. Stonebridge Companies indicated they have reviewed the recent market study and continue to be interested in constructing the project. They had previously provided information about their ability to finance the project and have provided information about other projects they have built and own. They also have relationships with senior housing management companies who would manage the facility. Stonebridge indicates, depending upon the City approval process, they would expect to be in the ground by September 1, 2013. PROCESS The initial process was through an RFQ process that received three responses and an interview. All of the teams addressed the components of the RFQ and in staff's recollection, the selected team was chosen in part due to the various team members. There was specific interest by the Council during the interviews about the long -term management of the facility after construction. In discussions with the City Attorney, there is no reason the Council cannot choose one of the two other firms that had responded to the RFQ. The Council should articulate their reasons for the choice. The other option is to start an RFQ process again. Staff has received a few additional calls expressing some interest in the project. It is unclear if starting the process over would lead to a more capable development team than the two currently before the Council. It is clear that conducting an RFQ process would delay the project further, moving any hope of a construction start to 2014. RECOMMENDATION Based upon previous discussions with the Council, there is a strong interest in moving the senior housing project forward. Both development teams appear ready to follow through on the project, and both note the market study which projects future demand. Staff recommends the Council chose one of the two development teams; either Frisbie Architects or Stonebridge Companies 2 ' vt STONEBRIDGE cCaXi panics February 22, 2013 Kim Lindquist Community Development Director City of Rosemount 2875145" Street West Rosemount, MN 55068 Re Rosemount Senior/Assisted Living Dear Kim: I am attaching the information that I submitted on July 10, 2012 when we prepared for another interview with the City to be considered as the developer of the senior housing proposal at Robert Trail and 14P Street West. What submitted 'at that time is relevant regarding our interest in this development opportunity and our ability to secure financing and move forward. 1 have reviewed the Maxfield Study and the copy of the Preliminary Development Agreement that had been drafted between the City and Doran Companies. I did not find anything objectionable in these documents but 1 will need some further clarifications regarding the construction process for the Senior Center and how this Is to integrate with the construction of the Assisted Living Building if the work is done by separate contractors and not done simultaneously. Since many of our subcontractors are union or union wage scale subcontractors it would be my expectation that if just the 5,000 to 10,000 square foot senior center building were put out for competitive bid that you will find a number of smaller contractors that would be less expensive than Stnnebridge for this work. From a timing standpoint we will need to provide a site -plan that the City is agreeable to We do not expect it to match the preliminary drawings that the Doran Companies had done. we are not clear when the three community open houses or neighborhood meetings would be occurring and how much time will elapse between these meetings. We also will need to coordinate with the schedules of the Planning Commission and City Council to obtain the,plan review and approvals. Once we have received all the requisite approvals we would commission the architect to begin working drawings (90 days) and we would work on securing the financing. My guess is that these can be, done at the same time. Again, without knowing all the meeting schedules we would expect to be under construction by at least September 1st. (952) 431 -5700 - Fax (9:52) 431 -5701 15734 Folia e Avenuc - Apple Valley, MN 55124 4; You had indicated on the phone that the City had an interest seeing the use of Green technologies incorporated into the building from both a construction and operational standpoint. We are open to discussing this with the City and understanding exactly what you are looking for and explaining what we generally include from a Green standpoint in the buildings that we have developed for ourselves and for others. It is my understanding that the City is going to consider a competitive presentation format again with other interested parties vying for this development opportunity now that Doran has dropped out and that Ebenezer had dropped out previously. I have provided evidence of our ability to obtain financing. I have provided Information regarding the senior and assisted living properties that we have been, . the general contractor on, and I have provided a list of the developments that 5tonebridge has completed for ourselves that we continue to own and manage. I do not know where I am going with this other than we must be lacking something in our presentation and our ability to convince the City that we can bring this development to completion. Depending on how this next competitive process is organized, we may elect to opt out of the competition. I am going to be out of town for the next two weeks, returning on the 11th of March. i will have limited access to emails but will try to respond to questions if 1 can. Sincerely, Wallace Johnson STONEBRIDGE July 10, 2012 Kim Lindquist Community Development Director City of Rosemount 2875145P Street West Rosemount, MN 55068 Re: Rosemount Senior Development Dear Kim: Roughly one year ago Stonebridge submitted a proposal to be selected as the developer of a Senior Assisted Living development at the intersection of Robert 'Frail and 143'd Street West. I am writing this letter as an indication of our continued interest in being the developer for this property if the opportunity presents itself. Since making our presentation in 2011, Stonebridge has completed, as contractor, one assisted living facility in Oak Park Heights and has under construction, assisted living facilities In Lilydale and in Shoreview and `a general occupancy senior building in Oak Park Heights. We are familiar with the development and construction of senior living facilities and with the financing of these' developments. I have included a letter from Dougherty & Company, LLC and from Twin City Federal Indicating their interest in working with Stonebridge on the financing of this development for us. We can provide additional bank references if you would Dice. It is our opinion that financing this development would move very quickly and would be seamless. I have Included our updated resume you will note from this that we have been successful in ' financing`and developing a significant amount of residential real estate and have the banking/lending relationships to support our claim that obtaining financing for this Rosemount proposal would not be an issue. I believe that Stonebridge demonstrated through the development of the Waterford property its willingness to work with you and City staff In arriving at a successful property that I feel was ` done as a joint effort or to coin the phrase, Public/Private Partnership. We would look forward (952) 4,31- 5700 • Fax (952) 431-5701 • 15734'Foliagc_Avcnuc • Apple Valley, MN 551`24 to another opportunity to work with the City of Rosemount on the senior site to produce a building and product that both of us would be proud of and one that we would own and operate for many years. we are not merchant builders and have hell as investments the developments that we have done to date. I would envision that if we are given the opportunity to move forward with this development that we would proceed Immediately to develop the site plan, obtain the City approvals and then complete the building plans and move forward with securing our financing and begin constructieon. If there is anything further that i can provide to you at this point, please do not hesitate to let me know. Sincerely, STONEBRIUGE COMPANIES Wallace Johnson, President DOUGHERTY" & COMPANY LLC June 21, 2012 Ms. Kim Lindquist Community Development Director City of Rosemount 2875 145`h Street West Rosemount, Minnesota 55068 Dear Ms. Lindquist: Wallace Johnson with Stonebridge Companies asked if I would provide you with a letter' regarding our interest in working with Stonebridge to arrange both construction and term financing for a Senior Assisted Living Facility in Rosemount. Dougherty has excellent relationships with a number of banks, taxable bond buyers and equity sources and we believe that what Mr. Johnson has discussed with us regarding this project, we feel confident that we can provide the financing necessary for them to construct and own this Assisted Living development. During the past several years, Dougherty has been instrumental in arranging for over $750 million of financing for Senior Assisted Living projects similar to the one being proposed for Rosemount. Dougherty has a strong lending relationship with the principals of Stonebridge, have recently completed financing two properties for them totaling roughly $38 million in term debt, and we are working with them on another transaction in excess of $45 million that we expect to close this fall. We are familiar with their financial strength and with their ability to complete and deliver projects on time and within budget. If there is something else that we could provide to you in support of their proposal to be selected as the developer and owner of this development, please feel free to contact me. Sincerely, David B.Juran Executive Vice president DBJ:cn 90 SOUTH SEVENTH STREET • SUITE 4300 • MINNEAPOLIS, MINNESOTA. 55402.4108 6n.376.4000 ■ 800,328;4000 Amsr it stEK; « HIV A Kim Lindquist Community Development Director City of Rosemount 2875 145th" Street West Rosemount, MN 55068 Dear Ms. Lindquist: Wallace Johnson with Stonebridge Companies asked if I would provide you with a letter regarding our interest in working with Stonebridge to arrange both construction and term financing for a,Senior Assisted Living Facility in Rosemount. Prior to joining TCF as Executive Vice President of Commercial Real Estate, I was the Regional Executive In Minneapolis for LaSalle Bank. When I was with LaSalle, we provided over $100 million In financing for Stonebridge Companies to build, construct and own certain multifamily housing and condominium developments in the Minneapolis /St. Paul area. Since joining TCF, this is the type of financing that we are actively pursuing from new sponsors including Stonebridge and Mr. Johnson. Given the quality of my past experience and association with the principals of Stonebridge and being very familiar with their development abilities and their financial strength, TCF would have a strong interest In working with them on this project. We understand that this is a work in process and that all final plans and approvals are not yet in place but we can move very quickly once they let us know they are going forward with this project. If there is something else 'that you require at this time, let me know. We are looking forward to being Involved with the development and with Stonebridge: Sincerely, t`r Thomas R. Bobak, Executive Vice President Commercial Real Estate MWBER M >tc 0 LENMM STONEBRI'DGE DEVELOPMENT AND ACQUISITION LLC STONEBRIDGE CONSTRUCTION INC. Stonebridge Companies (Stonebridge Development and Acquisition, LLC, Stonebridge Construction, Inc. and Stonebridge Land Acquisition, PLC) were formed in 2002 to be the developer and general contractor for the $32 million Hearthstone rental townhome and apartment development in Apple Valley, Minnesota. Subsequent to the formation of these new companies, other construction and development opportunities surfaced that have elevated the Stonebridge Companies into one of the major residential builders and developers of both for sale and rental housing properties in Minnesota. Stonebridge has completed in addition to the Hearthstone property, the $7.4 million Arbor Pointe Senior development in St. Paul; the $20 million Graham Place senior development and the $52 million River Crossing development in St. Paul; the $3.7 million Kestrel Pines rental townhome development in Bemidji, Minnesota, the $11 million Lakeville Woods development in Lakeville, Minnesota; the $24 million Pointe at River Crossing development in St. Paul, and; is completing construction on the $20 million Waterford Commons development in Rosemount, Minnesota. Stonebridge has also completed construction of the $22 million Park Crest condominiums in Burnsville, Minnesota; the $20 million Aquila Commons senior cooperative in St. Louis Park, Minnesota, and; the $18 million Westmarke Condominiums, in St. Louis Park. To date, Stonebridge has completed over 1,000 units of rental housing for its own account plus 261 units of for sale condominium and cooperative housing units and 27,000 square feet of retail and office space incorporated within several of the housing properties. Stonebridge has borrowing relationships with US Bank, Wells Fargo Bank, MinnWest Bank, Bank of America, Commerce Bank, Bridgewater Bank, the Minnesota Housing Finance Agency, Ramsey County, the Dakota County Community Development Agency and the City of St. Paul. Stonebridge has issued tax exempt revenue bonds through Dakota County, Ramsey County and the City of St. Paul. Stonebridge Companies received the prestigious award for Best Multifamily Development from the Business Journal for its Gateway Housing Development that includes the Graham Place, River Crossing, and the 145 unit Highland Pointe condominiums on a redevelopment site in St'. Paul's Highland Park. In addition, Stonebridge received the Best New Development MADACS award from the Minnesota Multi - Housing Association for its Apple Valley' Hearthstone development; the Best Senior Apartment' for Graham, and; Property Excellence Awards for Graham and Arbor Pointe. 15734 Foliage Avenue / Apple Valley, MN 55124 The owners and officers of the Stonebridge Companies are Andrew Chase, David Anderson, and Wallace Johnson. Wallace Johnson serves as President and CEO, Mr. Chase and Mr. Anderson, although actively involved in the company, contribute the majority of their time to their independent commercial, residential development and sales companies. Stonebridge Construction, Inc. is overseen by Brad Presz, an individual with significant multifamily construction, contract negotiation and construction management skills. Brad is charged with overall control of the construction activities and staff for Stonebridge Construction, Stonebridge Construction, Inc. was the general contractor for all of the Stonebridge developments with the exception of the Kestrel Pines property in Bemidji. Contracted work has been over $145 million. Following is the list of Stonebridge Construction projects. 1. Waterford Commons Rosemount, Minnesota $13,703,575 2. The Pointe at River Crossing — St. Paul, Minnesota $14,106,400 3. Park Crest Condominiums — Burnsville, Minnesota $13,976,940 4. Westmarke Condominiums — St. Louis Park, Minnesota $10,005,896 5. Lakeville Woods - Lakeville, Minnesota $ 8,635,223 6. Hearthstone — Apple Valley, Minnesota $23,000,000 7. Graham Place — St. Paul, Minnesota $12,087,000 8. Aquila Commons Cooperative — St. Louis Park, Minnesota $13,500,745 9. Arbor Pointe - St. Paul, Minnesota $ 4,521,261 10. River Crossing - St. Paul, Minnesota $33,967,450 Stonebridge Construction began in 2010 engaging in independent contracting for others. To date Stonebridge Construction has completed or has under construction over 700 units of apartments and senior assisted living facilities and contracted work in excess of $72 million. In our opinion Stonebridge Clients enjoy a measure of confidence both in construction quality and economy because we specialize in becoming involved with the construction process` during the planning and design stage so that when plans are completed, pricing is firm and we are able to deliver buildings ahead of schedule, on budget and with no surprises. We have excellent project superintendents and project managers that make the entire building process seamless for our clients. We stand behind and take pride in our workmanship and the use of quality products, subcontractors and suppliers. We have achieved and maintained an excellent reputation with architects, engineers, lenders and with the cities and building officials where we have worked. Stonebridge Construction offers unparalleled service and quality. 15734 Foliage Avenue / Apple valley, MN 55124 March 4, 2013 Ms. Kim Lindquist, Community Development Director City of Rosemount 2875145 th Street Rosemount, MN 55068 Dear Ms. Lindquist: Thank you for meeting with Mike Schoenecker and me to review the status of the senior project on the Steeple Center site. As we mentioned in our meeting, Frisbie Architects and Winkelman Building Corporation are still very interested in working with the city on this site to collaborate with the City of Rosemount to develop a successful assisted living, memory care, and community center at the Steeple Center Complex. We understand that the Maxfield market study came back with less of a demand then what the previous developer wanted to build. Our understanding is that the demand came back for approximately 70 units (mix of IL, AL, and MC) and they wanted to construct 90 to 100 units. In our meeting, I mentioned that we have similar size and unit mix projects in Zumbrota and a couple of other locations and the numbers on those projects work. I have purposefully stayed in contact with the City of Rosemount since our interview about 18 months ago to stay up to date on the progress. I am submitting this letter of interest today to let the city know that we have a team that is still very interested and excited about the Rosemount site. As a team, Winkelman Building Corporation and Frisbie Architects are excited about this opportunity The Winkelman /Frisbie team brings: • experience working together to develop similar senior housing projects, • expertise in senior housing, including design, development and construction, • established relationships with senior management companies who are excited about this opportunity in Rosemount, • the capacity to absorb the pre- development costs and fund costs for the project's construction. • established relationships with financing entities interested in financing the project. Winkelman Building Corporation has been involved with more than 115 senior housing projects and brings development and construction expertise to the team. Frisbie Architects' expertise in design for aging includes work on more than 50 senior living projects, including independent and assisted living, memory care, and skilled nursing facilities. Through that experience, we understand the importance of creating environments that meet the local community's needs, enhance residents' dignity and TELEPHONE 1 715.426.4908 FAX 1 715.426:.5886 wEs I www,frisbiearchitects.com E -MAIL I info @frisbiearchitects.com independence, provide an operationally - efficient design for the management company and their staff, and meet investor and financing requirements. We have discussed this Rosemount site with three different senior management groups. They are familiar with the site and the market, and they have expressed interest in teaming up with us. We would work on selecting the senior operator based on their experience with this size of facility, and who would have the highest level of interest. We look forward to learning more about the City of Rosemount's vision for the project. If you have any questions, please call me at (715) 426 -4908, ext. 102, or my cell phone at (612) 770 -5784. We wish you all the best as you plan for developing this wonderful asset for the City of Rosemountl Sincerely, �O Mathew J. Frisbie, AIA Principal, Frisbie Architects, Inc. August 25, 2011 Kim Lindquist Community Development Director City of Rosemount 2875145 th Street Rosemount, MN 55068 Re: Request for Qualifications Rosemount Senior Housing Proposal Dear Ms. Lindquist: Stonebridge Companies and Southview Senior Communities (Southview) are working together to propose the development of a 90 unit, Senior Assisted Living development on a parcel the City owns at the intersection of Robert Trail and 143`d Street West. Included in our submission are resumes for Stonebridge, Southview and for our architect, Kaas Wilson. You will note from this information that our team has an extensive background in the design, development, construction, ownership and management of senior housing and senior assisted living facilities. With regards to the specifics of the RFQ. Description of Developer or Development Team If selected a joint venture LLC would be established to own and develop the property with the members of the LLC being the principals of Stonebridge and the principals of Southview. Wallace Johnson would serve as Chief Manager. The LLC would enter into a Management Agreement with Southview for the lease up, staffing and management of the property. The architect will be Link Wilson with Kaas /Wilson Architects of Minneapolis. Resumes for Stonebridge, Southview and Kaas /Wilson are included. We have not specifically tried to price out the Senior Center but have provided for it on the site plan. We would be interested in doing the construction of the center and would be interested in discussing the overall management of the facility. We would consider including it in the overall costs of our development but would have to have some idea regarding the revenue and expenses for this facility. We can discuss including the demolition of the existing building in the purchase price of the land but we do not accept the responsibility of any contamination that might be in the building. The small addition to the Steeple Center would be included within our overall development costs. We expect that there will be some relocation of utilities that presently are on the property. Project Management of Development Stonebridge would be the overall construction manager and general contractor. We have familiarity with the staff and building officials in Rosemount and feel fully capable of handling phased, mixed -use facilities in combination with coordinating design elements and phasing of public improvements. As indicated, the development would be owned jointly by Stonebridge and Southview. Proposed General Development Information The concept site plan and a proposed elevation are included —this incorporates a 90 unit, three story building along with the proposed senior center. The footprint of the Assisted Living Building can be decreased if the City would accept a four story structure in this neighborhood. The development includes independent living, assisted living and memory care units. Construction of a 90 unit building would encompass 12 months from start to finish. It is projected that initial occupancy would be available in 10 months and marketing would commence with the construction start. We are excited about this opportunity and we look forward to the interview process with the City. We have a solid development team and the demonstrated ability to secure financing, complete construction, and provide long term professional management and ownership Please feel free to contact me if there is any additional information that would be helpful during your evaluation of our proposal. Sincerely, i Wallace Johnson DOUGHERTY & COMPANY LLC August 23, 2011 Ms. Kim Lindquist Community Development Director City of Rosemount 2875 145th Street West Rosemount, MN 55068 RE: 90 Unit Assisted Living Project Rosemount, Minnesota Dear Ms. Lindquist: Dougherty & Company LLC has been asked by Stonebridge Development & Acquisition, LLC to determine if the above - referenced assisted living project can be financed with non -rated revenue bonds. The project consists of 90 units of assisted living senior housing and will be jointly owned by affiliates of Stonebridge Development and Acquisition and Southview Senior Living (the "Owners "). Rental rates on the units will be restricted and made available to qualifying low and moderate income tenants. Based upon the City of Rosemount acting as a conduit issuer of tax- exempt bonds and the strong background of the ownership and development team, we believe that this project can be successfully financed with non -rated revenue bonds. Without the availability of tax- exempt financing, it is unlikely that this property could be developed with affordable rents. Stonebridge Development and Acquisition was founded in 2002 and currently owns and manages over 1,100 units of market rate, affordable and senior rental housing. Southview Senior Living was founded in 1996 and currently owns or manages over 500 units of independent senior housing, assisted living units and memory care units. The Owner's portfolio of properties has increased in recent years. This ability to grow in a challenging market speaks to the strength of Developer's ownership and creative professionals. Dougherty & Company and its' affiliates has worked with the Owners for nearly ten years. During that time Dougherty has worked on financings with the development team with a combined par value of debt issued exceeding $130 million. Dougherty & Company LLC is a national leader in the area of tax- exempt bond financing for providers of long term care, senior housing services and acute care. Since 2003, Dougherty & Company has served as manager or financial advisor on bond issues for healthcare and senior housing projects with an aggregate par amount of bonds over $2.1 billion. Please feel free to call me at (612) 376 -4042 if you have any questions. 'ncerely, Fra gan Senior Vice President FJH:cn L. PubPimFHogarr. Housing`. Storrbndge�Rosen;ount%Feasibi6ty Let,er.doc 90 SOUTH SMNPH STRM • SUITE 4300 • MINNE"OLIS, N4n4NESOTA 55402.4108 612.376.4000 • 800.328.4000 M mmm SIPC & MRA Rob 9 1 A Cameo Avenue West W-- 01:4 LAd Southvlew Senior Management 2285 Waters Drive Mendota Heights, MN 55120 (651) 454 -4801 2005 -- Current Southview Senior Living West St. Paul, MN • Independent Living (48 units) • Assisted Living (33 units) • Memory Care (9 units) • 90 Totaal Units 2008 - Current Select Senior Living Coon Rapids, MN • Assisted Living (75 units) • Memory Care (15 units) • 90 Total Units 2009 - Current Inver Glen Senior Living Inver Grove Heights, MN • Independent Living (39 units) • Assisted Living (36 units) • Memory Care (33 units) • 108 Total Units 2010 - Current Red Cedar Canyon Assisted Living Hudson, WI • Assisted Living (54 units) • Memory Care (15 units) • 69 Total Units 2010- Current Arbor Lakes Senior Living Maple Grove, MN • Independent Living (76 units) • Assisted Living (43 units) • Memory Care (39 units) • 158 Total Units 2011- Current Oak Park Senior Living Oak Park, MN • Independent Living (48 units) • Assisted Living (44 units) • Memory Care (28 units) • 120 Total Units 2011-Current Faribault Senior Living Faribault, MN • Independent Living (40 units) • Assisted Living (34 units) • Memory Care (16 units) • 90 Total Units S_ eeptember 2011 New Construction Lilydale Senior Living Lilydale, MN • Independent Living (48 units) • Assisted Living (44 units) • Memory Care (28 units) • 120 Total Units 3VUU1V11CW 31CIUV1 1V1at1a8C;111G1ll. 2285 Waters Drive Mendota Heights, MN 55120 (651) 454 -4801 October 2011 New Construction Shoreview Senior Living Shoreview, MN • Independent Living (41 units) • Assisted Living (44 units) • Memory Care (25 units) • 110 Total Units Management Responsibilities Establish and direct overall facility operations. Coordinate all department activities, through building director and department supervisors, to ensure compliance with established standards and federal and state regulations. Responsible for the marketing of the facility. Accountable for facility budget. Monitor facility fiscal activity and accounting system efficiency. Key Management Staff Lance E. Lemieux, President Kelly J. Myers, Vice President of Operations Lisa M. Lemieux, Vice President of Nursing Services r7l L "a� � a r -. V. iL IL Nk M kv. v .: I aaA roL lilt k. 4 T V-4 V AL ■ # zE ABOUT OUR FIRM Kaas Wilson Architects was launched in January 2007, but one could say it started much earlier. Collin Kaas and Link Wilson became acquainted while working together at Miller Hanson Partners. There, they collaborated on many landmark projects such as Walnut Ridge Senior Living Campus in Clive, Iowa; Groveland Condominiums; Olin Crossings Condominiums in Minneapolis; and Mystic Falls Lodge in Gatlinburg, Ten- nessee. They realized quite early on that their personal styles worked well together, and clients found their teamwork unparalleled in terms of creativity, cost - effectiveness, and focus. Today, they bring their excellent collaboration and integrity in housing design to Kaas Wilson Architects. KWA believes that an architect's role is much more than simply drawing plans and el- evations; it is to take a client's ideas and deliver their message to a variety of audienc- es. These audiences include finance agencies and builders, who are an integral part of making a client's dream reality. By proactively establishing good working relationships with neighborhoods, planners, and city board members, we can preemptively address concerns. We also understand that issues will always arise, so we pride ourselves on our ability to quickly employ problem solving skills in order to find solutions that work for everyone and avoid costly delays. Utilizing these skills, Kaas Wilson Architects has been involved in some of the most successful housing developments in the Twin Cities. The KWA team has significant experience in the construction of multi - family rental housing, servicing clents that include Steven Scott Management and Hornig Compa- nies as well as the Minnesota Veterans Home and the Minnesota State Colleges and Universities. Link and Collin have lent that experience in apartment design and occu- pied multi - family housing renovations to over 21 projects in the past three years alone. The scope of this type of work typically includes: city entitlement services, architectural design, bidding documents, bidding services, construction observation, and warranty review. Our strength is our people, and we have attracted not only the brightest architects and designers in the field, but professionals who are skilled at communication and col- laboration. Our casual studio -like office environment is designed to facilitate better teamwork and idea sharing. Kaas Wilson Architects doesn't just meet expectations, we exceed them. 2.1 Location 2140 4th Ave S Minneapolis, MN . Legal Status: LLC Ownership: Link Wilson, Staffina: Architectural Admnistration TLEED A F Total in Firm PROJECT TEAM Link Wilson, AIA, LEED AP Architects Team Leader Link Wilson is widely known throughout the Minnesota design community, having spent the last 26 years working in and around the Twin Cities. He has managed projects in more than 20 states. Link has experience in a variety of project types, from senior housing to commercial establishments and historic renovations. He is frequently sought out by both non - profit and for - profit developers for his architectural expertise. Link has the reputation for managing large, complex projects and easily bridging the gap between owners' needs and contractors' practical applications in the field, successfully bringing projects in on time and on budget. As the design team leader, Link's role continues to grow beyond that of the traditional architect. His familiarity with funding and financing proceures as well as the process of municipal entitlements assure projects progress smoothly. Crossings at Valley View Family Apartments, Bloomington, MN Inver Glen and All Seasons Preschool, Inver Grove Heights, MN Wooddale Pointe Senior Living and Wellness Center, St. Louis Park, MN Seasons at Maplewood, Maplewood, MN Seasons at Apple Valley, Apple Valley, MN Nine Mile Creek Catered Living, Bloomington, MN MN Veterans Home Campus, Bldg. 4 Renovation, Minneapolis, MN Bierman Place Student Housing and Wellness Center Rehab., University of Minnesota The Shores Senior Living, Maplewood, MN Vicksburg Crossing, Plymouth, MN* Summerhill Cooperative of Maplewood, MN* Winona State University Student Housing, Winona, MN* Summerhill Cooperative of Apple Valley, MN* The Groveland Condominiums, Minneapolis, MN* Summerhill Cooperatives, various locations, MN* • Minneapolis /St. Paul Business Journal Best in Real Estate Award: The Seasons at Apple Valley; Client: Ecumen • Minneapolis /St. Paul Business Journal Best in Real Estate Award: The Seasons at Maplewood; Client: Ecumen • Minneapolis /St. Paul Business Journal Best in Real Estate Finalist: Nine Mile Creek Senior Living; Client: Ecumen • Senior Design Magazine Merit Award: Village at Woodlands, Brighton, MI; Client: Trinity Health • National Easter Seals Easy Access Design Award: Sonoma Group Home; Client: Accessible Space • Minneapolis /St. Paul Business Journal Best In Real Estate Award: Gramercy of Edina; Client: Cooperative Communities • Minneapolis /St. Paul Business Journal Best In Real Estate Finalist: The Groveland; Client: Steven Scott Development * work completed at previous firm Ii Position in Firm: Owner, President Contact: 2104 4th Avenue South, Suite B ._ Minneapolis, MN 5540. (612) 879 -6000 lin kw@kaaswilson. com Education: • Master of Architecture, Univ' Minnesota • Post - Graduate studies in architecture, Kings College of London, UK • B.S. Architecture, University of Nebraska Experience: 26 years Registrations: Architect licensed in MN, AL, AZ, FL, IA, IN, MI, MT NE, NY SD, TN, TX; LEED AP Professional Memberships: • American Institute of Architects • US Green Building Council • Builders Association • 55+ Council • Construction Specification institute Volunteer Organizations: Minneapolis Stevens Square Community Executive Board member and co -chair of the Development Committee BUSINESS PHILOSOPHY Teamwork and Communication Whether for a 2,000 square foot addition or a 200,000 square foot building, we've found it's critical to establish all the team members early in the process who then will be married to the project from schematic design through the warranty period. With our dedicated team established, it is important then to create and maintain open lines of communication so everyone involved in the project is kept abreast of related discussions, decisions, scheduled milestones, and deadlines. To accomplish this, Kaas Wilson establishes a regular meeting schedule and a team website for every project that includes all team members' contact information, the project calendar, shared documents including all meeting minutes, and a message board for all team members to post discussions. Complying with Codes and Regulations Our proposed team leaders combine over 50 years of experience navigating the regulatory and code compliance issues that will affect this project, and their "start early and remain proactive approach has become the office standard. To achieve code compliance and approval, Kaas Wilson Architects establishes a friendly, non - confrontational partnership with inspections departments and code officials at the early concept phase. We maintain communication with them throughout the design process and set clear delivery dates for documents required in the code approval process. We would employ this same approach in working with local building officials. Meeting Budgets With years of combined experience in renovation work, Kaas Wilson Architects has an innate feel for construction costs and a wealth of empirical cost data to use comparatively. For in -depth quantitative cost analysis, Loeffler Construction & Consulting brings to the table decades of cost - estimating experience, and regularly confers with trusted general contractors and subcontractors to understand the market trends before they are reflected in estimating references such as R.S. Means. Our continual collaboration ensures that we stay on track with the latest cost data, and ultimately that our projects are completed on or under budget. Experience Our wide range of project experience has given us the ability to synthesize and integrate the needs of the students, staff, faculty, and often alumni in a facility that works — physically, aesthetically, and financially. Our clients have taught us what questions to ask, to anticipate the items that need special coordination and resolution, and to bring together all team members and stakeholders in a unified team effort. We've hand - picked colleagues who are experts in their fields, are experienced collaborators, and whose specific experience has prepared them for the challenges of this renovation project. A Holistic View in the Design of Healthy Environments Buildings that enhance human lives should not do so at the expense of the larger world around us —our air, land, waterways or other natural resources. We strive to incorporate sustainable (green) strategies in ALL of our work, producing healthy environments and minimizing the impacts on the Earth. We know how to evaluate the real sustainability, of a construction project. In fact, we have completed projects under several major sustainable grading systems, including LEED -NC, Green Communities Criteria, and the State of Minnesota B3 Sustainable Building Guidelines. Green design is more than putting photovoltaic panels on a roof or specifying recycled products —it requires a whole- systems approach. In our LEED /Green projects, we begin by working with the entire team to develop an overall plan for certification. We assign each task or strategy to the most knowledgeable team member and we meet regularly to review progress and revise our strategies. Our chosen LEED /Green Administrator coordinates the team's work, tracks progress, and ensures that requirements are met correctly and completely. Careful, diligent work and the willingness to follow the process all the way through achieves results that benefit us all. ff Wcy% .Y t11 � �a - v. -1 cn" —n- -. A INVER GLEN SENIOR LIVING (HUD) INVER GROVE HEIGHTS, MN • HUD - financed CCRC Project • LEED Certification - 1 st LEED Certified Senior Housing in Minnesota • Market -Rate Rental Housing This recently completed 102 -unit LEED- registered project serves independent seniors as well as those requiring assistance in daily living or memory care. A full range of meal services, including ala carte options, are available to all residents. To create an inter - generational environment, an on -site preschool for nearby families and the neighboring church was incorporated into the building and is connected to the church with a walking trail. The building's form and its site design reflect a project conceived for and shaped by its context. Three stories tall and in the Craftsman style, the building wraps around the crest of a hill to provide commanding views of the adjoining green space. A neighboring church provided the opportunity to create a shared vehicular entrance and parking area that also serves the preschool. Among the strategies employed to achieve LEED certification, all storm water remains on -site and flows into the pond rather than going directly into municipal storm drains connected to local waterways. Other site improvements to maximize water infiltration will include water - permeable paving, landscaped retention bio- swales, and infiltration basins. • LEED Certification • All stormwater captured and infiltrated on -site • Sustainable finishes used throughout (low -VOC, recycled content, no urea formaldehyde in casework or countertops) • Energy Star light fixtures and appliances used throughout 4.7 Client: Southview Senior Living Communities - Contact: Lance Lemieux - Phone: (651) 454 -4801 - Email: lance) @southviewcommunities com Project Size: 103 Units Cost: $12 Miltion Completion Date: October 2009 t L THE SEASONS AT MAPLEWOOD (HUD) Maplewood, MN • HUD- financed CCRC project • Market -Rate Apartments • Enviornmental Sensitivity Financed with the HUD 232 financing program, this senior housing facility is locat- ed in the northern suburbs of the Twin Cities, adjacent to the Maplewood Mall and St. John's Hospital. The 130,000 square -foot community has 150 apartments on four levels, comprising of 120 one- and two- bedroom independent living and as- sisted living apartments. A memory care neighborhood has 15 apartments, as does an enhanced care neighborhood. Amenities include ala carte services based on the needs and desires of each resident, a community movie theater, fitness center, arts studio, restaurant, private dining room, cafe, and more. This project was designed on an extremely tight timeline without knowing who would ultimately manage and operate the facility. Once Ecumen was involved, the design team worked to tailor the design to Ecumen's philosophy for delivery of services, and created this winner of the Minneapolis /St. Paul Business Journal's Best in Real Estate Award. Winner of the 2010 Best in Real Estate Awards for the Minneapolis /St. Paul Business Journal P_ Client: Ecumen - Contact: Julie Murray - Phone: (651) 766 -4340 -E -mail: juliemurray @ecumen. org Project Size: 150 units Projected Cost: $18.4 million Completion Date: September 2010 City of Rosemount Senior Housing Project August 2511, 2011 11 .r � WINKEIMAN MM ;a R-I-S-B-I-E V ARCHITECTS, INC w' 'k =M •R • I •S •B •I •E A R C H I T E C T S I N C August 25, 2011 Ms. Kim Lindquist, Community Development Director City of Rosemount 2875 145th Street Rosemount, MN SS068 Dear Ms. Lindquist: 111111.- 111111 WINKEIMAN As a team, Winkelman Building Corporation and Frisbie Architects are excited about this opportunityto collaborate with the City of Rosemount to develop a successful assisted living, memory care, and community center at the Steeple Center Complex. The Winkelman /Frisbie team brings: • experience working together to develop similar senior housing projects, • expertise in senior housing, including design, development and construction, • established relationships with senior management companies who are excited about this opportunity in Rosemount, • the capacity to absorb the pre - development costs and fund costs for the project's construction. Winkelman Building Corporation has been involved with more than IIS senior housing projects and brings development and construction expertise to the team. Frisbie Architects' expertise in design for aging includes work on more than 50 senior living projects, including independent and assisted living, memory care, and skilled nursing facilities. Through that experience, we understand the importance of creating environments that meet the local community's needs, enhance resident's dignity and independence, provide an operationally - efficient design for the management company and their staff, and meet investor and financing requirements. We look forward to learning more about the City of Rosemount's vision for the project. If you have any questions, please call either one of us, Mike Schoenecker at (320) 253 -2411 or Matt Frisbie at (715) 426.4908, ext. 102. We wish you all the best as you plan for developing this wonderful asset for the City of Rosemount! Sincerely, Michael Schoenecker Vice President, Winkelman Building Corporation Mathew J. Frisbie, AI A. Principal, Frisbie Architects, Inc. Table of Contents City of Rosemount Senior Housing DESCRIPTION OF DEVELOPMENT TEAM ..................................................................................................................... ............................... 2 DESCRIPTION OF TWO COMPARABLE PROJECTS ..................................................................................................... ............................... 15 FINANCEPLAN ................................................................................................................................................................... ............................... 18 PROJECT MANAGEMENT OF DEVELOPMENT ............................................................................................................. ............................... 20 PROPOSED GENERAL DEVELOPMENT INFORMATION ........................................................................................... ............................... 24 © 2011 Frisbie Architects, Inc. All rights reserved. Winkelman & Frisbie Team I City of Rosemount Senior Housing 1 Development Team - Overview City of Rosemount Senior Housing DEVELOPMENTTEAM Architectural Services - Frisbie Architects, Inc. 215 North 2nd Street, Suite 204 River Falls, WI 54022 (715) 426.4908 matt@frisbiearchitects.com .Matt Frisbie, ALA- Principal • Jim Muehlbauer, AIA, LEED©AP - Architect /Manager/ Sustainability Specialist • Loren Spande - Vice President /Business Development General Contractor- Winkelman Building Corporation 340 Highway 10 South St. Cloud, MN 56304 (320) 253 -2411 mikes @winkbuild.com • Duane Schultz - President • Michael Schoenecker - Vice President WINKELMAN BUILDING CORPORATION & FRISBIE ARCHITECTS have collaborated on developing senior living facilities with many similarities to the project the City of Rosemount is proposing. The team combines each firms' strength in senior living -- Winkelman Building Corporation's expertise in development and construction, and Frisbie Architects' expertise in design for aging. Winkelman has been involved with more than 115 senior living projects totalling over 3,400 units. Frisbie Architects has worked on more than 50 senior living projects, including independent and assisted living, memory care, and skilled nursing facilities. Together, the team is passionate about creating environ- ments where seniors will thrive. The team brings a sea- soned, well- managed approach to the design and construc- tion process. We have established working relationships with organiza- tions and other professionals required to successfully com- plete the project, including senior operators, financing, eq- uity investors, attorneys, accountants, and others. 2 Winkelman & Frisbie Team I City of Rosemount Senior Housing Over the past two years, the team has led the development of the following senior housing projects which are nearing construction. For each project the Winkelman /Frisbie team has: • secured the land • designed the facility • secured a management agreement with senior operator • established the pro -forma in collaboration with the senior operator • secured the required equity from private investors • secured financing, or has a commitment from a national financing company to finance the project • received city approvals • will construct the project. The projects include: Kingsley Shores Assisted Living & Memory Care, Lakeville, MN $17.6 million facility, with 101 mixed -use, senior housing units including assisted living, memory care, and independent living. Autumn Glen Assisted Living & Memory Care, Coon Rapids, MN $17.7 million facility on city -owned redevelopment site, with 100 units including assisted living, memory care, and independent living. Covey Run Assisted Living & Memory Care, Sheridan, WY $11.2 million facility, with 68 units including assisted living and memory care. The team is excited about the opportunity to put their expertise to work to help the City of Rosemount create a successful senior housing project. Development Team - Technical Partners City of Rosemount Senior Housing Frisbie Architects, Inc. is on the development team and is one of the technical partners. CEI Engineering Associates will provide civil engineering, and Larson Engineering will provide structural engineering. Frisbie Architects has a well - established working relationship with both firms, including working together on many senior housing projects over the past several years. Frequently, our team uses design -build for electrical and mechanical engineering services. We would be happy to discuss this process with you further to figure out the best option for your project. If the project requires other specialty consultants, we have excellent working relationships with a variety of other firms that can provide specialized expertise as required. TECHNICAL PARTNERS Civil Engineering Services - CEI Engineering Associates, Inc. 2277 West Highway 36, Suite 200, Roseville, MN 55113 (651) 697 -0800 acatchpool@ceieng.com . Alan Catchpool, PE - Civil Engineer CEI Engineering Associates, Inc. is a national, multi- disciplinary consulting firm, completing projects that involve civil engineering, planning, design, surveying, landscape design and construction phase services for a wide variety of clients. With a team of over 160 registered engineers, surveyors and landscape architects operating out of seven offices coast to coast, CEI matches the appropriate technical expertise and production resources with a client's project needs. CEI has worked with Frisbie Architects on more than 20 senior living and commercial projects. Structural Engineering Services - Larson Engineering 3524 Labore Road, White Bear Lake, MN 55110 -5100 (651) 481 -9120 kamdular @larsonengr.com . Kesh Ramdular, PE - Regional Manager /Structural Engineer Larson Engineering is an internationally recognized, full- service engineering firm with clients and projects spanning the globe. The firm provides engineering services on billions of dollars of construction each year and their designs involve all types of construction methods and materials including reinforced, post- tensioned and precast concrete, masonry, steel and timber. Larson Engineering has worked with Frisbie Architects on more than 25 senior living and commercial projects. Winkelman & Frisbie Team I City of Rosemount Senior Housing 3 Development Team -Winkelman Building Corporation City of Rosemount Senior Housing AT WINKELMAN BUILDING CORPORATION, our familiarity and experience with the unique planning requirements of senior housing structures allows us to maximize owner value by working closely with architects and engineers to ensure cost - effective construction with minimized risk to all parties involved. Over the course ofthe past 42years, WBC has been involved with the development and ownership of numerous forms of senior housing including: • Independent, • Congregate, • Assisted living, • Memory care, • Sub - acute, • Respite care, and • Nursing homes. Our senior housing development team has been involved in the creation of more than 115 projects totaling over 3,400 housing units, with projects across six states. On each unique project, WBC assigns an ideal project team based on internal candidates' personal experience with a particular project type. The team includes a principal -in- charge, a project manager, an estimator, and one or multiple site superintendents, depending on the size of the project. We were the first out -state contracting firm to have LEED Accredited Personnel specializing in sustainable building design and currently have five accredited staff. More than just a builder, Winkelman Building Corp. is a complete senior housing development agent assisting with housing assessments; financial proformas; site selection and acquisition; government coordination including permits, fees, zoning, annexation, taxation abatement, and tax increment financing; and all elements of construction planning. We even have experience in partnering with local communities to incorporate community meeting rooms, libraries and community centers into privately -owned senior housing campuses. 4 Winkelman & Frisbie Team I City of Rosemount Senior Housing Ism lI Duane Schultz President Winkelman Building Corporation PROJECT RESPONSIBILITIES EXPERIENCE Duane joined Winkelman Building Corporation in May of 1969 as a draftsman and estimator. Mr. Schultz became Secretary/ Treasurer of the Corporation in 1975, then became the President and Chief Executive Officer in April of 1983 when founder Don Winkelman retired. Duane is the majority owner of Winkelman Building Corporation and serves as the company's president and CEO. He works closely with the architects, project managers and on -site field superintendents to assure adherence to each project's budget, schedule and quality requirements. Duane's problem solving and management skills enable him to work with the overall construction team in bringing every project to a successful completion. Duane's responsibilities include oversight of senior housing and healthcare projects including participating as the Principal -In- Charge. As such, Duane provides project overview, serves as a project consultant and acts as a liaison between the client and WBC staff making certain all project development issues are addressed. EDUCATION Control Data School of Computer Technology AAS Degree, Building Construction Drafting and Estimating St. Cloud Technical College RELATED PROJECTS • Kinsley Shores Senior Living- Lakeville, MN • Autumn Glen Senior Living - Coon Rapids, MN • Villages of Lonsdale - Lonsdale, MN • Shepherd of Grace - Becker, MN • David Day Apartments - Sartell, MN • Rozell H - Dodge Center, MN • Centennial Square - Willmar, MN • Park View Village - Olivia, MN • Benet Place - St. Cloud, MN • Birchwood Arbors - Forest Lake, MN • Skyline Vista Apartments - Granite Falls, MN AFFILIATIONS • Covey Run Senior Living -Sheridan, WY • Cheyenne Senior Living - Cheyenne, WY • Epiphany Assisted Living - Coon Rapids, MN • Quiet Oaks Hospice House - St. Augusta, MN • Traditions of Owatonna - Owatonna, MN • Pheasant Crest Townhomes - Sartell, MN • Pelican Heights Apartments - Detroit Lakes, MN • Sunrise Village Assisted Living - Willmar, MN • St. Benedict's Senior Community - Monticello, MN • Homestead Cooperative Housing - Chisago City, MN • Mother of Mercy Senior Housing - Albany, MN • St. Cloud Technical College— Foundation Board Member /Past President • St. Cloud Technical College— Member of the President's Circle • MNAssociated Builders & Contractors— Past President • St. Cloud Builders Exchange— Past President • St. Cloud Economic Development Partnership— Board of Directors Winkelman & Frisbie Team I City of Rosemount Senior Housing 5 Michael Schoenecker Vice President Winkelman Building Corporation EXPERIENCE Mike brings more than 2S years of experience in senior housing and healthcare market- ing and construction services. He was an owner of a marketing firm for twenty years and an owner in a construction management company for ten years. Mike has been active on numerous boards including the Foundation Board for the Good Shepherd Community, Minnesota Construction Association and was an executive board mem- ber of the Minnesota Board on Aging for six years. Mike's marketing firm, AdMark Resources, was a market research, marketing and man- agement firm specializing in senior housing including congregate, assisted living and memory care housing as well as nursing homes, hospitals and clinics. Since 1986, he has been involved as a consultant in the review and analysis of building plans for more than 90 senior housing facilities, the marketing and management of over 80 senior housing projects across 6 states and has served as principal -in- charge for the construc- tion of seven senior housing campuses. He has spoken on the topic of senior housing to groups such as the Minnesota Chapter of the National Association of Housing and Redevelopment Officials, the Minnesota Health and Housing Alliance, the Minnesota Multi- Housing Association, the Wisconsin Assisted Living Association, the Northern Lakes Health Care Consortium and at a Minnesota Department of Trade and Economic Development Conference. He has also been a presenter in three private state -wide housing presentations to hospital and nursing home administrators across Iowa as well as a regional housing conference conducted by Congressman Colin Peterson. PROJECT RESPONSIBILITIES Mike's responsibilities include oversight of senior housing and healthcare projects including participating as the Princi- pal-In- Charge. As such, Mike provides project overview, serves as a project consultant and acts as a liaison between the client and WBC staff making certain all project development issues are addressed. EDUCATION University of Minnesota Morris Bachelor of Arts - Completed work towards MBA through the University of St. Thomas RELATED PROJECTS • Kingsley Shores SeniorLiving - Lakeville, MN • Autumn Glen Senior Living - Coon Rapids, MN • Villages of Lonsdale - Lonsdale, MN • Quiet Oaks Hospice House - St. Cloud, MN • Traditions of Owatonna - Owatonna, MN • Shepherd of Grace - Becker, MN • David Day Apartments - Sartell, MN • Lake Pointe Villas - Storm Lake, IA • Ridgeview Place - Sauk Rapids, MN • Birch Haven - Bemidji, MN • Bridgeway Estates - Little Falls, MN 6 Winkelman & Frisbie Team I City of Rosemount Senior Housing • Covey Run Senior Living - Sheridan, WY • The Pointe Senior Living - Cheyenne, WY • Epiphany Senior Housing - Coon Rapids, MN • Oak Meadows - Oakdale, MN • Mapleview Estates - Fulda, MN • Brookridge - Cokato, MN • Terrace Heights - Osakis, MN • Hilltop Terrace - Waterville, MN • Colonial Acres - Golden Valley, MN • Heritage Place - Sartell, MN • Willow Ridge - Emmettsburg, IA Similar Project Experience -Winkelman Building Corp City of Rosemount Senior Housing Covey Run* — Sheridan, WY 68 unit senior campus The Pointe* — Cheyenne, WY 68 unit senior campus Kingsley Shores* — Lakeville, MN 101 unit senior campus Morningstar Estates — Montgomery, MN 24 unit general occupancy apartments Skyline Terrace — New Ulm, MN 35 unit senior apartments Autumn Glen Senior Campus* — Coon Rapids, MN 100 unit senior campus Vintage Senior Housing— Victoria, MN 41 unit senior campus Desert Shores Senior Housing — Bullhead City, AZ 154 unit senior campus Lutheran Island Camp — Henning, MN 32 unit elderly and family retreat center Epiphany Assisted Living — Coon Rapids, MN Conversion of 8 units to memory care Villages of Lonsdale — Lonsdale, MN 56 unit senior housing campus 17 independent; 25 assisted living and 14 memory care units 5,000 sq. ft. city library with meeting rooms Traditions of Owatonna — Owatonna, MN 42 -unit assisted living and 10 memory care unit building Shepherd of Grace — Becker, MN 69 unit senior housing campus 33 independent; 18 assisted living and 18 memory care units *In collaboration with Frisbie Architects, Inc. Winkelman & Frisbie Team I City of Rosemount Senior Housing 7 Similar Project Experience -Winkelman Building Corp City of Rosemount Senior Housing St. Benedicts Sub -acute — St. Cloud, MN 14 -unit assisted living housing 1S -unit sub -acute facility Sunrise Village Assisted Living — Willmar, MN 12 -unit assisted living housing St. Benedict's Senior Community of Monticello — Monticello, MN 60 -unit independent senior housing 46 -unit assisted living housing 14 -unit memory loss housing Centennial Square — Willmar, MN 40 -unit independent senior living (HUD 202) Benedict Homes Foster Care — St. Cloud, MN 24 -unit memory care housing Centennial Manor — Milaca, MN 16 -unit independent senior housing (USDA) Benet Place — St. Cloud, MN 40 -unit senior housing (HUD 202) School View Manor — Big Lake, MN 32 -unit independent senior housing Benet Place South — St. Cloud, MN 40 -unit independent senior housing (HUD 202) Homestead Cooperative Housing — Chisago City, MN 2S -unit independent senior housing Park View Village — Olivia, MN 20 -unit assisted living housing Birchwood Arbors — Forest Lake, MN 46 -unit assisted living housing Sunrise Village — Willmar, MN 17 -unit independent senior housing 8 Winkelman & Frisbie Team I City of Rosemount Senior Housing Development Team - Frisbie Architects, Inc. City of Rosemount Senior Housing AT FRISBIE ARCHITECTS, Design for Aging is one of our specialties. We strive to create environments that delight our clients' residents and their families, while giving them peace of mind. We help our clients make critical decisions so their building plans align with their pro forma. We spend time with the operations and management staff to understand their typical workflow so we can explore innovative design solutions that can create operational efficiencies and reduce long -term maintenance costs. Over the past several years, Frisbie Architects has worked on over 50 assisted living and memory care projects. We help our clients create successful: • Assisted living campuses, • Senior apartments, • Senior townhomes, • Alzheimer's /memory care facilities, • Community centers, • Feasibility studies, • Master plans, • Re- branding /renovations of existing facilities, • Site selection /analysis, • Prototype designs, • Sustainable design, and • Skilled nursing facilities. Our team's three experienced LEED Accredited Professionals help clients incorporate appropriate energy - efficient and environmentally - friendly strategies into their projects. Our team has successfully led several clients through the LEED Certification process, including a city hall, a $90 million hospital, medical office buildings, and an existing corporate campus renovation. Since 1997, we have helped over 150 clients bring more than 700 projects to life. In addition to Design for Aging, the firm focuses on its vision of creating well- designed projects for healthcare, churches, government, and commercial clients. The firm's offices are located in River Falls, Wisconsin which is just 35 miles from Rosemount. Frisbie Architects Team r Comforts of Home — Champlin, MN Veterans Home Skilled Nursing — Chippewa Falls, WI Comforts of Home — River Falls, WI Winkelman & Frisbie Team I City of Rosemount Housior Living 9 Mathew Frisbie, AIA Principal Frisbie Architects, Inc. EXPERIENCE As the founding principal of Frisbie Architects, Inc., Matt has in -depth experience lead- ing clients through the planning, design and construction process. The firm, which Matt and his wife Shari founded in 1997, currently has ten employees and has worked with over 150 clients on more than 700 projects in Minnesota, Wisconsin, and around the world. Projects have ranged from $150,000 to $18,000,000 in construction value. The firm specializes in helping senior living, commercial, government, institutional and church clients bring their growth plans to life. Prior to starting the firm, he worked for firms in St. Paul, MN; Hudson, WI; and Bellingham, WA. Matt is committed to life- long learning and attends many continuing education seminars throughout the year to stay abreast of new developments in technology, sustainable design, and materials. PROJECT RESPONSIBILITIES As the principal architect, Matt supports the firm's project managers to come up with solutions that balance a building's function, aesthetics, economics, and technology with government regulations and sustainability issues. He will lead discussions and fact - finding sessions with key stakeholders to help determine the project's vision and lead the city approved process. EDUCATION Montana State University, Bozeman, MT - Masters of Architecture REGISTRATIONS Registered Architect in Wisconsin, Minnesota, Wyoming, Texas and Arizona. RELATED PROJECTS • Kingsley Shores Assisted Living & Memory Care — Lakeville, MN • Autumn Glen Assisted Living & Memory Care — Coon Rapids, MN • Covey Run Assisted Living & Memory Care — Sheridan, WY • Cheyenne Assisted Living & Memory Care — Cheyenne, WY • Orchard Park Assisted Living & Memory Care — McKinney, TX • Habitat for Humanity - Eco Village — River Falls, WI • Veterans Home Skilled Nursing Facility — Chippewa Falls, WI • Comforts of Home Senior Living — Multiple Locations • White Pine Assisted Living & Memory Care — Multiple Locations • New Perspective Assisted Living & Memory Care — Columbia Heights, MN & Superior, WI • Valentines Red Wing Congregate Living — Red Wing, MN • Friendship Place — Rice Creek Enabling House — Shoreview, MN • Marshfield Clinic — Arcadia, WI & Hayward, WI • River Falls City Hall — LEED Silver Certified new City Hall — River Falls, WI • UW -Stout Memorial Student Center Renovation — Menomonie, WI • UW -River Falls & UW- Superior — Multiple capital improvement projects SELECT ASSOCIATIONS • Society for the Advancement of Gerontological Environments (SAGE), founding member of MN chapter. • Aging Services of Minnesota, member. Committee for Culture Change. • Care Providers ofMinnesota, member • Wisconsin Assisted Living Association (WALA), associate member 10 Winkelman & Frisbie Team I City of Rosemount Senior Housing Jim Muehlbauer, AIA, LEED ©AP BD &C Project Architect /Manager /Sustainability Specialist Frisbie Architects, Inc. EXPERIENCE Jim has a wide variety of experience in diverse markets including work in senior housing, healthcare, office, commercial, industrial, hi -rise and mid -rise multifamily housing and retail. Since joining Frisbie Architects in 2009, Jim has led several senior housing projects, including the $14.8 million Veterans Home Skilled Nursing Facility in Chippewa Falls, WI and other private assisted living and memory care projects. Jim has extensive design -build experience, which gives him a unique skill of balancing design with realistic pricing and constructability. He has been project administrator on six LEED projects, including an acute care replacement hospital. Jim pairs his passion for architecture with his conviction for sustainability to find implementable solutions. He is dedicated to shaping building projects with a conscience and seeks to balance the project requirements with realistic and achievable sustainable solutions. PROJECT RESPONSIBILITIES As the project manager /architect on the project, Jim works closely with all members of the project team including the clients' key personnel, regulatory authorities, and consultants. Using the project management plan as a foundation, his services include evaluating existing conditions, code review, coordination with engineering and contractors, leading the team to create construction documents and specifications, communications, coordinating schedules and services, quality assurance, and post- occupancy reviews. As a LEED Accredited Professional, Jim helps clients incorporate sustainable design into their buildings. Jim's expertise in code review, creating construction documents, and construction administration help ensure a project's success. EDUCATION University of Minnesota, Minneapolis, MN Bachelor of Arts in Architecture REGISTRATIONS Registered Architect in Wisconsin. RELATED PROJECTS • Veterans Home Skilled Nursing Facility — Chippewa Falls, WI • UW -Stout Memorial Student Center Renovation —Menomonie, WI • Comforts of Home Assisted Living and Memory Care — St. Paul & Little Canada, Minnesota • Habitat for Humanity - Eco- Village — River Falls, WI • Mercy Medical Center West Lakes — West Des Moines, Iowa ** • Ecolab Allan L. Schuman Corporate Campus, LEED Coordinator — Eagan, Minnesota ** • West Lakes Wellness Campus, LEED Coordinator — Clive, Iowa ** • University of Minnesota /Fairview Ambulatory Care Center— Minneapolis, Minnesota ** • University ofMinnesota Clinical Laboratory Sciences Lab Remodel — Minneapolis, MN ** ** ( Jim's work with a previous firm. ASSOCIATIONS • American Institute of Architects (AIA), member of Minnesota chapter • United States Green Building Council (USGBC), member of the Minnesota Chapter Advocacy Committee Winkelman & Frisbie Team I City of Rosemount Housior Living 11 Loren Spande Vice President /Business Development Frisbie Architects, Inc. EXPERIENCE Loren brings over 40 years of experience in construction and real estate, with a special focus on creating successful independent, assisted living and memory care facilities. Loren is passionate about his mission in life: to put good people together to create facilities that provide the best possible care for our elders. Prior to joining Frisbie Architects, Loren was the founder and president of both a senior housing development company and a custom home builder where he built more than 1200 homes. Since joining Frisbie Architects in 2009, Loren has played a critical role in the Winkelman /Frisbie development projects, including helping secure equity investors, connecting the right senior operator with the right project, and working with landowners to help the team select successful senior living sites. PROJECT RESPONSIBILITIES As Vice President, Business Development, Loren focuses on bringing people together to collaborate on successful projects. Loren's responsibilities include working to secure equity investors, establishing and maintaining relationships with senior operators and other professionals in the senior living industry. RELATED PROJECTS WHILE EMPLOYED WITH FRISBIE ARCHITECTS • Kingsley Shores Assisted Living & Memory Care — Lakeville, MN • Autumn Glen Assisted Living & Memory Care — Coon Rapids, MN • Covey Run Assisted Living & Memory Care — Sheridan, WY • Cheyenne Assisted Living & Memory Care — Cheyenne, WY RELATED PROJECTS PRIORTO JOINING FRISBIE ARCHITECTS Developed Independent Living, Assisted Living & Memory Care Facilities • Oakdale, MN — 100 units • Pleasant Hills, IA —118 units • Newton, IA — 120 units • Pella, IA — 95 units • Marion, IA — 101 units HUD 232 • Champlin, MN —133 units HUD 232 • Owatonna, MN — 65 units ASSOCIATIONS • Lodge of Ancient, Free and Accepted Masons of Minnesota — Master Mason 12 Winkelman & Frisbie Team I City of Rosemount Senior Housing Similar Project Experience - Frisbie Architects, Inc. Frisbie Architects, Inc. DESIGN FORAGING EXPERIENCE Kingsley Shores Assisted Living and Memory Care — Lakeville, MN 101 unit assisted living & memory care facility Autumn Glen Assisted Living and Memory Care - Coon Rapids, MN 100 unit assisted living & memory care facility Covey Run Assisted Living and Memory Care - Sheridan, WY 68 unit assisted living & memory care facility The Pointe Assisted Living and Memory Care - Cheyenne, WY\ 68 unit assisted living & memory care facility Veterans Home Skilled Nursing Facility — Chippewa Falls, WI 100 unit skilled nursing facility Orchard Park Senior Living — McKinney, TX 97 units of assisted living and memory care Comforts of Home Assisted Living & Memory Care — Multiple Locations Chippewa Falls, WI — 21 units Menomonie, WI — 41 units Hudson, WI — 41 units River Falls, WI — 71 units Frederic, WI — 23 units Champlin, MN — 30 units Maplewood, MN — 32 units Lakes of Blaine, MN — 63 units White Bear Lake, MN — 44 units White Pine Assisted Living — 8 locations in MN. Typically 44 -63 unit assisted living & memory care facilities. Cottage Grove, MN — 41 units Inver Grove Heights, MN — 107 units Lighthouse Communities Assisted Living — 2locations. Columbia Heights, MN — 79 units Superior, WI — 78 units Suites of Arcadia Senior Co -op - Eau Claire, WI 100 unit assisted living & memory care facility Valentines Red Wing Congregate Living — Red Wing, MN Friendship Place — Shoreview, MN Winkelman & Frisbie Team I City of Rosemount Senior Housing 13 Similar Project Experience - Frisbie Architects, Inc. Frisbie Architects, Inc. RENOVATION /ADDITION EXPERIENCE UW -Stout Memorial Student Center Renovation - Menomonie, WI $15 million renovation repositioning the center's place in student life, in- cluding conference /meeting rooms, dining and lounge areas, information center, bookstore, and space for a variety of student organizations. UW- Superior Holden Art Gallery Remodel - Superior, WI University of Wisconsin - River Falls Multiple capital improvement projects including restroom renovations, ex- terior envelope replacements, library renovation, IT up grades /moves, and classroom remodels. River Falls Fire /Police Station Converted existing city hall to a fire /police station. 14 Winkelman & Frisbie Team I City of Rosemount Senior Housing it I 7 A Kingsley Shores Senior Living Lakeville, Minnesota The project will be a 101 -unit, four -story senior housing facility in Lakeville, Minnesota. The proj ect is located on a 6 -acre parcel on the north- west corner of Kenwood Trail and Klamath Trail. The project is expected to complete construction within 12 months after breaking ground and will offer a wide range of healthcare needs including around - the -clock care, on- site healthcare assistance, innovative technology and a 24 -hour emergency response system. The building will have a common entrance, grand fireplace lounge, in- dividual centrally heated and cooled units, a beauty salon, pantry /coffee shop, multiple dining rooms, library, theater, community room, exercise fa- cility, an exterior asphalt- surfaced park- ing lot which provides a minimum of 14 parking spaces, as well as 58 heated underground spaces. Kingsley Shores will be approximately 130,000 square feet, housing congregate care, assisted living and memory care units ranging in size from 400 square feet to 1,270 square feet. The 101 units will consist of 48 studio apartments, 44 one -bed- room units, and 9 two- bedroom units. The Kingsley Shores project devel- opment was led primarily by Frisbie Architects (Frisbie. While WBC was involved in preliminary meet- ings with the city and was part of the neighborhood meetings and present at city meetings, the staff at Frisbie was involved in numerous design review meetings with city staff and the DNR. The restrictive site which is located on protected waterways had numerous building and site coverage restrictions that had to be worked out between the city, landowner, DNR, Frisbie and the civil engineer. As a result, creative parking surfaces, storm water reten- tion, landscaping and utility design was required. Following numerous staff meetings, the project then pro- gressed through preliminary and final plat review as well as acceptance by the planning commission and city council. Initially this project was intended to be financed using tax - exempt bonds procured through the Dakota County CDA, so additional meetings were held with the CDA staff and included a formal presentation to the CDA board along with a public hearing. These meetings were facilitated jointly by WBC and Frisbie. Throughout the development process, several discus- sions were also held with staff from the Metropolitan Council and the Dakota County Assessor's office. Winkelman & Frisbie Team I City of Rosemount Senior Housing 15 Villages of Lonsdale Lonsdale, Minnesota In what can only be described as a unique public /private partnership, this 56 unit senior housing complex in Lonsdale which opened in 2008, incorporates a 5,000 square foot city library with public meeting rooms. Created using up -front tax increment financing, the librarywas provided free of charge to the city by the owners of the Villages of Lonsdale, a private for - profit LLC. The welcomed addition to Lonsdale includes 17 independent apartments with private washers and dryers as well as individual fireplaces; 25 assisted living apartments and a 14 room self - contained memory carewing. The building also features a two -story lobby with a grand staircase and fireplace, fireside lounge with a grand piano, large dining room with a private family dining room, multi - purpose room, fitness room, beauty salon, spa/ tub room, guest room, TV lounges, sun porch and a secure memory garden. There are also 12 attached and 8 detached garages. This 69,000 sf building was completed is 2008 in ten months. For the Villages of Lonsdale project, Winkelman Building Corporation (WBC) worked closely with the city to form a public /private partnership to create a badly- needed library for the community. In exchange for up -front tax increment financing which reduced the amount of needed equity, the building owners provided the city a 5,000 square foot library incorporating not only space for offices, book displays, storage and computer kiosks, but also a small meeting room and a large meeting room with a kitchenette, projection TV and a 109" screen. The entire library is totally contained within the first floor of the 16 Winkelman & Frisbie Team I City of Rosemount Senior Housing senior housing complex with the large meeting room located directly adjacent to the senior commons area and is used by the seniors for large group activities, including church services. The library pays a prorated share for j oint items like lawn care, water, and snow removal, but handle their own utilities. WBC's role throughout this process was to negotiate the TIF amount with the city, present at public hearings and take the building plans through schematic review to final submittal including plan review. Comparable Projects - References City of Rosemount Senior Housing JOEL ERICKSON City Administrator City of Lonsdale (507) 744 -2327 j erickson(&means.net MARC NEVINSKI Community Development Director City of Coon Rapids (763)767 -6451 mnevinski(& coonrapidsmn.gov MATT BROWN Community Development Specialist City of Coon Rapids (763) 767 -6460 mbrown(& coonrapidsmn.gov PATRICIA VINCENT CEO Three Links Care Center (507) 664 -8815 Patricia Vincent(&threelinks.org DAN DIXON CEO Guardian Angels of Elk River (763) 241 -4439 dandixon(&ga- er.org TIM TUCKER CEO Augustana Care Corporation (612) 238 -5201 thtu cker(& augustanacare.org DARYL MOREY Planning Director City of Lakeville (952) 985 -4422 dmo rey(& ci.lakeville.mn.us a_ _ _ Winkelman & Frisbie Team I City of Rosemount Senior Housing 17 Finance Plan City of Rosemount Senior Housing At the present time the development team of Frisbie Architects and Winkelman Building Corp. is developing three senior housing campuses that are beginning construction this fall. . Kingsley Shores Senior Living in Lakeville, MN, is a $17.6 million, 101 unit mixed -use senior housing campus with underground parking, and is being conventionally financed through Herbert J Sims In- vestment Bankers. . Autumn Glen Senior Living in Coon Rapids, MN, is a $17.7 million, 100 unit, mixed -use, senior housing campus with underground parking and is being con- ventionally financed through Herbert J Sims Invest- ment Bankers. • Covey Run Senior Living in Sheridan, WY, is an $11.2 million, 68 unit, assisted living and memory care facility and is also being conventionally financed through Herbert J Sims Investment Bankers. In each instance we formed a separate Limited Liability Corporation (LLC) with a mix of approximately 12 pri- vate investors. We are providing 20% cash equity in each instance with a combination of either personal guarantees or letters of credit to provide additional recourse coverage. Our team has established relationships with several senior management companies. We work to understand each company's strengths and target markets so that we can match a project site with a management company inter- ested in that area. We are working with a different man- agement company on each of the three projects mentioned above. The Coon Rapids project is similar to your project in that it is a redevelopment site of the former Frank's Nursery. As such, the city is providing us with an upfront, Eco- nomic Development, Tax Increment Financing Grant of $420,000 to go toward demolition and site improvements. We are also in various stages of design and development for six other similar projects across four states and would like to add a Rosemount location to our portfolio. 18 Winkelman & Frisbie Team I City of Rosemount Senior Housing Finance Plan City of Rosemount Senior Housing Based on the information in the RFP, the following information highlights general estimates for the project development. The numbers are based on our experience working with similar projects; the actual costs may vary depending on the city's and the senior operator's requirements. Rosemount Senior Living_ Sources & Uses of Funds 90 Unit Building Plus Senior Center (Conventional) Sources of Funds Equity $ 3,320,000 Loan $13,280,000 TOTAL $16,600,000 lUsesofFunds Land $0 Building $11,700,000 Project Contingency $500,000 Developer Fee $600,000 Marketing & Start -up $400,000 F F E $400,000 Architectural & Engineering $470,000 Civil Engineering $55,000 City Fees $450,000 Capitalized Interest (Lease -up Deficit) $1,100,000 Transaction Costs $500,000 Working Capital $200,000 Letter of Credit $100,000 Miscellaneous $125,000 TOTAL $16,600,000 Building Cost Assumption: •0 units plus senior center underground parking @ $90/sf @ 130,000 sf including Winkelman & Frisbie Team I City of Rosemount Housior Living 19 Project Management City of Rosemount Senior Housing This redevelopment project is an exciting opportunity for the City of Rosemount to enhance how it serves its residents and the surrounding communities through the multi - purpose nature of this site! The development team of Winkelman and Frisbie would be delighted to be part of your team as you explore how your vision could come to fruition. Our development team brings in- depth knowledge and experience designing and building this type of project. Our team will lead the process from beginning to end. PROJECT MANAGEMENT PLAN Ensuring the Projects Success Having a plan and communicating with all the team members is very important to us — and it's necessary to creating a successful project. We have a process in place for developing a project management plan that ensures we: • clearly understand the city's vision and the user's vision for the project, and we all agree on what the project's critical success factors include, • know each of the project team members' roles and responsibilities, including the city staff, user representatives, architectural staff, the contractor, any consultants, and other key people, • have a communication plan for sharing information between team members, and • provide the deliverables you are expecting when you are expecting them. To help us develop the project management plan, we will visit with you at the project kick -off meeting to gather information. We'll use specific project management forms and they will be a resource and reference as the project progresses. THE MASTER PLANNING & SCHEMATIC DESIGN The following information outlines some of the tasks we will perform to complete the master planning and schematic design and our approach to them. . Meet with City of Rosemount staff, design team mem- bers, and other key users to develop and document the requirements of the project including design objectives, limitations, criteria, gross area requirements and needs for flexibility. 20 Winkelman & Frisbie Team I City of Rosemount Senior Housing We will meet with the city leaders that are involved in the project to discuss the overall project vision, cur- rent and future needs, schedule, and other project parameters. We will then discuss the major building components and the interrelationships between each part of the multi - building site. Basic square footages of each component will be established and key attributes documented. We can also discuss ideas for incorpo- rating sustainable design options. These elements will then become the building blocks to develop a concep- tual building plan. . Provide a master plan and schematic design to show ideas for developing the site and positioning the build- ing. We will create a master site plan which considers the various space needs, circulation, building adjacencies, grade changes, connections to the outdoors, future flexibility, and other components. . Provide a cursory building code review for the proposed buildings and existing buildings to identify any issues that could have a significant impact on the project de- sign or budget. We will review the conceptual design options as they relate to code, construction costs, and other issues. With the building's multiple functions, the relation- ship to adjacent spaces and activities will also be con- sidered. . Provide a conceptual floor layout that shows the rela- tionship and interaction between the site's major func- tions. Building on the Requirements of the Project, Site Study, and Code Review, we will develop the scale floor plans identifying the major activities and spaces and their relationship to each other. This plan will be color -coded to assist in communicating the design ideas. We will then review the plan with you and iden- tify any areas that may need to be enhanced to more fully meet the requirements. Project Management City of Rosemount Senior Housing . Provide an exterior elevation study that shows concepts for the visual appearance of new buildings along with the buildings to remain. Though the Conceptual Floor Layout will be the basis for the building's elevations, several other components will affect them. Some of these include function, vol- ume, materials, forms, budget, adjacent structures, and the intended character. We will review each of these items and then design scale drawings of the exterior elevations. Again, we will review this with city staff and users to identify any areas that may need to be enhanced to more fully meet the desired appearance as it fits within the context of the site and the City of Rosemount. . Provide a preliminary budget for the project based on square foot costs. Utilizing the Conceptual Design we will provide a preliminary construction budget based on current published costs for similar projects and costs based on similar projects we are developing. To obtain a total for the entire project, we will also insert the budgets for FFE, (fixtures, furnishings, and equipment), pro- fessional fees and other items which may not routinely be included in a construction budget. Make formal presentations of the master plan & sche- matic design to the City of Rosemount leaders and community. We will present the master plan and schematic design to the city's leaders and community through the use of mounted boards or via PowerPoint presentations. We can also provide small or large scale handouts of our drawings for distribution. Our team will be available to answers questions from the neighborhood, poten- tial building users and others. • 3D Renderings Presentation materials will include renderings of the proposed buildings, including exterior, street, and aerial views. These renderings will be three - dimensional with various views and these will help communicate the plans and assist in a successful city, neighborhood and community feedback for the site and the buildings. • Utilizing local involvement At the time of bidding and construction, our development team will focus on the local sub- contractors and local services for the construction of the project. This way the project will expand its economic benefits to other individuals and businesses within the community. After construction, our ownership group will focus on establishing local relationships for ongoing services and operations. Winkelman & Frisbie Team I City of Rosemount Housior Living 21 Project Management City of Rosemount Senior Housing GATHERING INFORMATION FROM STAKEHOLDERS In order to create an environment which expresses the City of Rosemount's identity and culture, we start by digging deep to further know the community. Through a series of meetings, we will forge a relationship based on trust and understanding. During this process, we establish a thorough knowledge of your community through the eyes of residents, all levels of staff, families, city planning and council members, community leaders and other key stakeholders that are identified that should be involved for the projects' success. We start by doing critical success factor mapping, in which stakeholders identify the top goals for the projects. We are problem solvers, and careful listening and thoughtful questioning are the essential qualities we bring to the table to create powerful, evocative solutions. Using the attached form as an example, we will draw out from each stakeholder what their vision for the project is, what outcomes they are expecting, and how we will tangibly measure the project's "critical success factors," which are priorities, critical tasks or other "non - negotiables" that must happen for the project to be a success in you and your stakeholders' eyes. Project Vision & Critical Success Factors What is the client's vision for the project? What outcome is the client expecting? Critical Success Factors Critical Success Factors are the project's priorities, critical tasks, and the "non- negotiables" -- the things that must happen for the client to consider the project a success. 1 2 3 4 5 6 7 8 22 Winkelman & Frisbie Team I City of Rosemount Senior Housing Performance Measures These are the metrics that will measure the performance, i.e. specific dates, dollar amounts, numbers or amounts. metric: metric: metric: metric: metric: metric: metric: metric: Project Management City of Rosemount Senior Housing PROPOSED OWNERSHIP The key to any successful development project is creating a win -win for all parties. Based on the information in the RFP, here are some initial thoughts on how the ownership structure could work: The intended ownership would be formation of a for -profit Limited Liability Corporation consisting of 12 -15 private investors who would each own a portion of the project equal to their equity contribution. The citywill sell the cleared land (demolition at the expense of the city) to the developers for a price of $1. In exchange, the developers will lease to the city a finished, mixed -use, shared space of up to 10,000 square feet that could be used as a senior center, community meeting rooms and periodic activity space for the attached senior housing project. The space will be leased for $1 per year for a number of years to be negotiated. The city would be responsible for their prorated share of building expenses not limited to utilities, insurance, taxes and upkeep of the provided space. Winkelman & Frisbie Team I City of Rosemount Housior Living 23 Development Information City of Rosemount Senior Housing DEVELOPMENT SCHEDULE Attached is a preliminary linear schedule outlining the is an ideal time to open a senior housing facility. For pur- various phases of the project. A 130,000 sf building would poses of financing, we will project 24 months to reach sta- be planned for 12 months of construction. Therefore, if bilization with the intent that it will actually be full within everything is in place by Spring of 2012, the project would 15 to 18 months. be open and available for rental in the Spring of 2013. This Event/Task Name Start Finish 2011 2012 2013 111 1� Pre - Design RFP Submittal City Council Selection of DevelopmentTeam Design � Program Verification &Preliminary Design Open Workshop Meetings (City, Neighborhood, Users) Final Concept Design Established Informational Meetings for Planning & Council ==1111F Site Plan Submittal for City Approval Construction Drawings/Financing� -_ MEN Full Construction Drawings Construction Bidding Coordination of Final Financing Informational Meetings for Planning & Council Close on Construction Financing MEN MEN Construction Ground Breaking Ceremony Construction Final Close-Out of Punch List 24 Winkelman & Frisbie Team I City of Rosemount Senior Housing Frisbie Architects, Inc. 215 N. 2nd Street, Suite 204 River Falls, WI 54022 (715) 426.4908 .j 46 A 05 Wza z 3 �i� 3 en, ldmL S I 21 - I - El - s - I - 'a JRS AXVMMrMil 05 Wza z 3 �i� 3 en, ldmL ua lu ua S Z H Y � FSA o g. I. g. 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J �o ,•� Z k W %-'R, - 0 S,MO EXECUTIVE SUMMARY CITY CIJNCIL City Council Special Work Session: March 19, 2013 AGENDA ITEM: Senior Housing Developer Discussion AGENDA SECTION: Discussion PREPARED BY: Dwight Johnson, City Administrator AGENDA NO. 2.A. ATTACHMENTS: March 13, 2013 Executive Summary and APPROVED BY: Attachments RECOMMENDED ACTION: Select a developer for the senior housing project SUMMARY At the work session on March 13, 2103 the City Council has requested a special meeting for the purposes of selecting a developer for the senior housing project. Staff has attached a copy of the executive summary and attachments from the work session. Staff recommends that City Council chose one of the two development teams for the project.