Real Estate Subcommittee of the Redevelopment Authority

AGENDA OF THE REAL ESTATE SUBCOMMITTEE OF THE REDEVELOPMENT AUTHORITY OF THE CITY OF GREEN BAY WEDNESDAY, OCTOBER 6, 2021, 11:00 AM Virtual Meeting. Public may join via Zoom. A. Zoom Meeting Instructions. 1. This item contains documents which provide call in information and instructions for the Zoom meeting. B. Roll Call. 1. Members: Matt Schueller, Kathy Hinkfuss, and Melanie Parma. C. Approval of the Agenda. 1. Approval of the agenda for the October 6, 2021, meeting of the Real Estate Subcommittee of the Redevelopment Authority. D. Regular Business. 1. Consideration with possible action on the recommendation of a developer for the 1100 block of E. Walnut Street (tax parcels 14-195, 14-196, 14-197, 14-198, 14-199, 14-200, 14- 201, 14-202). The Authority may convene in closed session pursuant to Sections 19.85(1)(e), Wis. Stats., for purposes of deliberating or negotiating the sale of public properties, investing of public funds or conducting other specified public business as necessary for competitive or bargaining reasons. The Authority will thereafter reconvene in open session pursuant to Section 19.85(2), Wis. Stats., to take action on items discussed in closed session, if appropriate, and to consider the remainder of the agenda. E. Adjournment. Agenda of the Real Estate Subcommittee of the Redevelopment Authority October 6, 2021 Page 1  1) THIS MEETING IS RECORDED: THE VIDEO OF THIS MEETING AND MINUTES ARE AVAILABLE ONLINE AT www.greenbaywi.gov 2) ACCESSIBILITY: Any person wishing to attend who requires special accommodation because of a disability, should contact the City Safety Manager at 920-448-3125 at least 48 hours before the scheduled meeting time so that arrangements can be made. 3) QUORUM: Please take notice that a majority or quorum of the Common Council will attend this Real Estate Subcommittee of the Redevelopment Authority meeting and will constitute a meeting of the Common Council for purposes of discussion and information gathering relative to this agenda. 4) REPRESENTATION: The party requesting the communication, or their representative, should be present at this meeting. Agenda of the Real Estate Subcommittee of the Redevelopment Authority October 6, 2021 Page 2 Virtual Meeting Instructions Redevelopment Authority Zoom Meeting Information Join Zoom Meeting https://us02web.zoom.us/j/83188044732?pwd=YUducEM2VUZWOGVYZzMyNTA0c1FJQT09 Meeting ID: 831 8804 4732 Password: 084117 One tap mobile +13017158592,,83188044732# US (Germantown) +13126266799,,83188044732# US (Chicago) Dial by your location +1 301 715 8592 US (Germantown) +1 312 626 6799 US (Chicago) +1 646 876 9923 US (New York) +1 253 215 8782 US (Tacoma) +1 346 248 7799 US (Houston) +1 408 638 0968 US (San Jose) +1 669 900 6833 US (San Jose) Meeting ID: 831 8804 4732 Password: 084117 Find your local number: https://us02web.zoom.us/u/ktw1Wmza0 1 Zoom Meeting Instructions for Members and Persons Attending Meetings—City of Green Bay Additional Information 1. Wisconsin Open Meetings Law still applies a. Persons interested in speaking to an item must give their name and address b. 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Zoom etiquette a. Muting yourselves when you’re not talking will prevent your background noise from interfering with others’ ability to listen to and participate in the meeting. b. If you’re using a telephone, please identify yourself with your phone number and name before you speak. Zoom meeting hosts can see only your telephone number and will ask you to identify yourselves. 11. Closed session a. Persons in the Zoom meeting will be put into a waiting room while the committee meets in Closed Session. Participants will be admitted back into the Zoom meeting once the committee reconvenes in Open Session. b. Persons watching live on YouTube will see a gray screen with the City logo during closed session. 12. Persons interested in attending anonymously or listening to the meeting may call in by dialing *67 followed by the phone number above. 2 Zoom Meeting Instructions for Members and Persons Attending Meetings—City of Green Bay Calling into the Zoom meeting using a smartphone 1. Dial the phone number listed at the beginning of this document. 2. When prompted, enter the Meeting ID number followed by # a. If you’re using a smartphone, you can access the keypad by clicking “Keypad” on your screen 3. Once you are in the meeting, notify the meeting host that you are in and state your name. 4. If you do not need to talk, please make sure your phone is on Mute a. If you’re using a smartphone, look at your screen and click the Mute button b. If you’re using a computer, you should see a Mute button in the Zoom application 3 Zoom Meeting Instructions for Members and Persons Attending Meetings—City of Green Bay  Report to the Real Estate Subcommittee of the Redevelopment Authority of the City of Green Bay MEETING DATE PREPARED BY October 6, 2021 Will Peters AGENDA ITEM # D.1 Consideration with possible action on the recommendation of a developer for the 1100 block of E. Walnut Street (tax parcels 14-195, 14-196, 14-197, 14-198, 14-199, 14-200, 14-201, 14-202). The Authority may convene in closed session pursuant to Sections 19.85(1)(e), Wis. Stats., for purposes of deliberating or negotiating the sale of public properties, investing of public funds or conducting other specified public business as necessary for competitive or bargaining reasons. The Authority will thereafter reconvene in open session pursuant to Section 19.85(2), Wis. Stats., to take action on items discussed in closed session, if appropriate, and to consider the remainder of the agenda. BACKGROUND Staff issued a Request for Proposals (RFP) on July 13, 2021 for the redevelopment of the 1100 block of E. Walnut Street (tax parcels 14-195, 14-196, 14-197, 14-198, 14-199, 14-200, 14-201, 14-202). The property is a 1.2 acre site located in a residential neighborhood, along a major corridor and gateway to Downtown. The property is valued at $84,000. The RFP closed on September 24, 2021 with three proposals being submitted. Staff reviewed and scored each proposal. All three proposals included affordable housing at various levels of income below 80% AMI and each proposal was dependent on WHEDA LIHTC funding. Of the three proposals submitted, developer MF Housing Partners, LLC scored the highest. RECOMMENDATION Staff recommends MF Housing Partners, LLC for the redevelopment of the 1100 block of E. Walnut Street (tax parcels 14-195, 14-196, 14-197, 14-198, 14-199, 14-200, 14-201, 14-202). FISCAL IMPACT ATTACHMENTS 1. 2021_09_22 1100 E Walnut RFP Submittal_Impact Seven reduced 2. RFP - E Walnut St. Green Bay WI FINAL COPY reduced 3. WWGP & BLD - Walnut St. Proposal_Final reduced 100 North Jefferson Street, Green Bay, Wisconsin 54301-5026 greenbaywi.gov WZKWK^>&KZϭϭϬϬ>K<͘t>Ehd^dZd ϬϵͬϮϮͬϮϬϮϭ ^hD/ddz͗/DWd^sE͕/E͘ Ϯϵϲϭ<ZZ/s͕Z/><͕t/ KEdd͗ D/,>Z>^KE ϲϬϴ-ϰϬϱ-ϵϬϲϰ ŵŝĐŚĂĞů͘ĐĂƌůƐŽŶΛŝŵƉĂĐƚƐĞǀĞŶ͘ŽƌŐ  PROPOSAL FOR 1100 E. WALNUT STREET CITY OF GREEN BAY, WI APPLICANT: IMPACT SEVEN, INC. 2961 DECKER DRIVE, RICE LAKE, WI SEPTEMBER 22, 2021 CONTACT: MICHAEL CARLSON, VP REAL ESTATE DEVELOPMENT 608‐405‐9064 michael.carlson@impactseven.org Alignment and Strategy The Walnut Street development supports the city’s goals described in the Smart Growth 2022 plan, the 2020 housing market study and the current RFP, which cites implementation of both the Smart Growth plan and the 2020 market study and identifies the site as a priority for development. The project will activate a vacant, underutilized site which is important to neighborhood and community safety. The development will enhance the neighborhood’s appearance and bring ‘eyes to the street,’ which in turn enhances safety. The massing and design of the building as well as lighting for visibility and security also will play an important role in creating a safe and welcoming environment. City of Green Bay Smart Growth 2022 Comprehensive Plan The Smart Growth 2022 Comprehensive Plan encourages infill development, and the Walnut site is located within an identified affordable housing target growth area. The map incorporated into the Plan calls for development in ‘Land Use Plan – District 4,’ which includes the Walnut Street site. The proposed development supports the Plan’s goals, including:  Provide choices for people of all ages and income levels  Provide a measure of accessible housing units  Improve an established neighborhood  Integrate mixed‐income residential development into an existing neighborhood  Increase the stock of affordable housing  Stimulate increased activity  Enhance livability  Generate quality jobs  Contribute to the orderly development of the Walnut Street corridor  Grow the tax base. City of Green Bay Housing Market Study – October 2020 The housing market study projections indicate that the city will need 3,314 to 7,441 housing units at an annual growth rate of 140 to 310 units to meet demand by 2040. The Walnut Street development proposes 41 new units spanning the targeted rent levels specified in the study. Without additional units, economic growth could be hindered as employers have difficulty filling jobs when housing demand exceeds supply, which can force would‐be residents to live elsewhere. In addition, the vacancy rate in Green Bay is low at 1.8% which indicates an undersupply of housing units and signifies pent‐up demand. The market study further demonstrates the city’s continued commitment to affordable housing and reaffirms the Smart Growth 2022 Comprehensive Plan priorities. The primary goal is to “Build Healthy Neighborhoods.” The Plan defines the qualities of healthy neighborhoods, and our proposal is in alignment with these principles, including:  Provide a mix of unit sizes and price points o Please see p. 3 – Table 1 for a breakdown of units and pricing   Include design features that make walking safe and pleasant o Landscaping, lighting, building orientation and will contribute to safety and help create pleasant experiences.  Bring convenient access to public transit and services o Bus stops are conveniently located within walking and biking distance of the site. o Services including pharmacy, bank, grocery store, schools, post office, and library are within a two (2) mile radius of the site.  Access to parks and open space o The Johannes Park neighborhood has three (3) parks within walking and biking distance of the site.  Provide community gathering spaces o The proposed building design includes a community room where residents can host gatherings, hold meetings, participate in recreation and leisure activities, and enjoy fellowship. o A courtyard is situated in the rear of the building Design and Use Impact Seven (“Developer”) is proposing to build a single, three‐story elevator building with underground and surface parking. Impact Seven will be the developer/owner of the proposed housing development. The building will be mixed‐income multi‐family housing that will consist of 41 apartments comprised of one, two, and three‐bedroom units. The development will set aside thirty‐four (34) units with rents indexed to residents’ incomes at 30% AMI, 50% AMI, 60% AMI. The project intends to provide eight (8) supportive housing units at 30% AMI and prioritize additional units for veterans at 50% AMI. The remaining seven (7) units will be market‐rate. All units will be built to the same standard of finish and in‐unit amenities. Amenities include underground and surface parking, in‐unit laundry, in‐unit internet, onsite community room, onsite leasing office and management agent and onsite maintenance. Per the requirements described in the RFP, Impact Seven has included project cost of 1% of total project expenses for a public art installation on site, or to be provided to the city to support public art. Please see the attached concept plan for reference. Due Diligence Should the project move forward, a working period will be required to complete the due diligence process, with steps to include:  To secure approvals from the City of Green Bay for our proposed use and plan. The subject parcel is zoned Office Residential (OR), which accommodates multi‐ family development and rezoning is not necessary.  To conduct a thorough ALTA‐compliant survey  To secure permanent financing on our preferred terms  To secure an investor and a commitment of TIF incentive payment from the City of Green Bay  To secure City of Green Bay HOME funds  To secure site control of subject site  To conduct soil tests, including soil boring and backhoe test pits to determine if the soil if structurally sound  To conduct a Phase I and potentially Phase II environmental assessment. The city has conducted a Phase 1 environmental assessment which did not identify any evidence of recognized environmental conditions (RECs), and, therefore, a Phase II may not be necessary Unit Mix and Income Most Walnut Street residents will be households who earn up to 80% AMI with the bulk of units set‐ aside for households who earn between 30% and 60% AMI. Table 1 provides a summary of the proposed unit mix, distribution, and price points. The 30%, 50% and 60% AMI units are income‐indexed with respect to WHEDA’s 2021 80% AMI rents for Brown County, and market rents are indexed to WHEDA’s 80% rents. Table 1 Walnut Street Apartments – Unit Mix The end user for the eight (8) supportive housing units are residents with developmental, physical, sensory, medical or mental health disabilities, or a combination of impairments. Impact Seven will also enter a Memorandum of Understanding (MoU) with agencies specifically providing services both to eligible residents and to veteran residents. Property Taxes Please see below for an estimated property tax calculation based upon current known mill rate and anticipated project income and expenses: Management Plan Property management staff begin the lease‐up phase by marketing the property as ‘coming soon’ and launching a website and waiting list. Leasing continues one the property is placed in service. Once the building is placed in service, the property manager will, whenever there is a vacant supportive housing unit, contact partnership offices and area local partners to ask for referrals from prospective residents who are low‐income and who may also be eligible for long‐term care assistance. Contacts will be made by our onsite management agent staff via email or phone. The developer/owner and its property management agent will establish a waiting list of prospective residents based on referrals described above. The developer/owner and its property management agent will educate existing and prospective residents aware of services and resources available during the application period and during occupancy by posting brochures or other relevant materials of the Brown County ADRC and other area collaborative partners in the building common areas, and will include a Brown County ADRC brochure at lease signing. Investment The funding sources for the project include a permanent, fixed rate mortgage, Federal Home Loan Bank funds, developer’s equity sourced via the Low‐Income Housing Tax Credit program, and a requested contribution of municipal funds (at app. 10.4% of total project sources) to fill the remaining gap: Project Timeline Impact Seven will apply for Low Income Housing Tax Credits (LIHTC) in December 2021. WHEDA will announce tax credit award winners in April 2022. If credits are awarded, Impact Seven will use the remainder of 2022 to apply for Federal Home Loan Bank AHP funds, City of Green Bay municipal funds, procure a LIHTC tax credit investor, and secure construction and permanent financing. AHP awards are announced in December 2022. Upon receipt of an AHP award, staff will apply for City of Green Bay HOME dollars, and plan for groundbreaking in Spring 2023. The tax credit program requires that construction start no later than July 31, 2023. we anticipate an 12‐to‐14 month construction period and attaining full occupancy no later than December 2024. Organizational Capacity and Experience Impact Seven is a nonprofit 501(c)3 corporation that expands opportunities for people to improve their lives through flexible lending, rental housing development and property management. Impact Seven was founded in 1970. Since then, the organization has grown into a well‐ established statewide community development corporation that organizes the resources and capacities of communities across the state to provide affordable housing and flexible job‐ creating financing. For the past 50 years, Impact Seven has provided quality, affordable housing for tens of thousands of low‐income households in the state, assisted thousands of successful business ventures throughout Wisconsin and created thousands of jobs. Impact Seven is certified by the U.S. Department of the Treasury as a Community Development Financial Institution (CDFI), a type of nongovernmental entity established to provide credit, financial services, and other development services to underserved markets or populations. In addition, Impact Seven is a member of the Federal Home Loan Bank of Chicago, allowing the organization to access a range of financial products at advantageous rates and terms. Impact Seven is also a Community Housing Development Organization (CHDO) in Milwaukee, Waukesha County and for Wisconsin’s “balance of state” communities, which makes Impact Seven eligible for specially‐designated HOME funds to develop affordable housing. Impact Seven maintains an Exemplary status as one of 235 chartered NeighborWorks America member organizations across the country, which gives Impact Seven access to grants, programmatic support, training and technical assistance for a broad range of community development initiatives.  Impact Seven Housing Resume – This provides a summary of our housing program and key staff  Project Profiles – Selections of Impact Seven multi‐family projects of similar size, scale and complexity ORGANIZATIONAL RESUME ABOUT IMPACT SEVEN Impact Seven is a private, nonprofit 501(c)3 corporation that expands opportunities for people to improve their lives through flexible lending, rental housing development and property management. Impact Seven’s corporate headquarters is located in Barron County and also maintains an office in Madison, Wisconsin focused on southern regions of the state. Impact Seven was founded in 1970 by Wisconsin residents in a seven-county area who were concerned with a waning economy and high poverty. Since then, the organization has grown into a well-established statewide community development corporation that organizes the resources and capacities of low-income communities to provide affordable housing and flexible job-creating financing. For the past 50 years, Impact Seven has provided quality, affordable housing for tens of thousands of low-income households in the state, assisted thousands of successful business ventures throughout Wisconsin and created thousands of jobs. Impact Seven is certified by the U.S. Department of the Treasury as a Community Development Financial Institution (CDFI), a unique type of nongovernmental entity established to provide credit, financial services and other development services to underserved markets or populations. At the end of 2020, Impact Seven had total assets of $202.1 million, including $141.7 million in net assets. Impact Seven currently maintains a loan portfolio of over $91 million, primarily placed in loans for job-creating business development ventures and affordable housing. Impact Seven has brokered the placement of New Market Tax Credits since 2005 and most recently was awarded an allocation of $45 million in 2020 with $102 million in tax credit allocation currently under management. In 2015, Impact Seven became a member of the Federal Home Loan Bank of Chicago, allowing the organization to access a range of financial products at extremely advantageous rates and terms. In an addition, Impact Seven is a Community Housing Development Organization (CHDO) in Milwaukee, Waukesha County and for Wisconsin’s “balance of state” communities, which makes Impact Seven eligible for specially-designated HOME funds to develop affordable housing. Impact Seven maintains an Exemplary status as one of 235 charter NeighborWorks America member organizations across the country, which gives Impact Seven access to grants, programmatic support, training and technical assistance for a broad range of community development initiatives. For more information about Impact Seven, please visit www.impactseven.org. This institution is an equal opportunity provider and employer. 2961 Decker Drive, Rice Lake, Wisconsin 54868 >>> 715-434-1717 >>> www.impactseven.org >>> connect: KEY TEAM MEMBERS Impact Seven’s staffing and administrative capacity represents another strength. Key staff positions are identified below. Please see the attached staff resumes for additional detail and contact information. Brett Gerber, CPA Chief Executive Officer As CEO, Mr. Gerber is responsible for furthering the organization’s mission and acting as the primary steward of its resources. Mr. Gerber supervises four Vice President positions overseeing three primary program areas and the overall administration of the organization. Mr. Gerber reports to the Board of Directors to establish and maintain strategic direction, governance and management processes. As a CPA with twenty years of experience in executive non-profit management, Mr. Gerber brings strong financial acuity to organizational administration and the vetting of its projects, loans and investments. He has a B.S. in business administration from University of Wisconsin – Eau Claire and a master’s degree from University of Wisconsin-Whitewater. Michael Carlson Director of Real Estate Development Mr. Carlson leads the team responsible for all real estate development projects, overseeing the planning, implementation and monitoring of all aspects of multifamily residential and commercial development projects from inception to completion including design, budgeting, construction and deal structuring. To ensure that developments are financially sound and responsive to each community’s unique needs, Mr. Carlson builds and manages relationships with public and private development partners. With nineteen years of diverse experience in housing and community development, construction and asset management, Mr. Carlson holds a B.A. from the University of Wisconsin – Madison and is a licensed real estate broker. Terra Pawliuk-McGiffin, CPA Vice President of Accounting With seventeen years of accounting and operations experience, Ms. Pawliuk-McGiffin exercises fiscal oversight for all of Impact Seven’s budgeting, accounting and audit compliance functions. Ms. Pawliuk-McGiffin has fiscal responsibility for a diverse asset portfolio totaling over $200 million, more than 60 housing and loan pool subsidiaries, and an annual budget of over $10 million. She holds a B.S. in accounting from Lake Superior State University. Impact Seven Resume >>> 2021 Page 2  Lisa Barkelar, CPM Vice President of Property Management With over thirty years of experience in the management of multifamily rental housing portfolios and affordable housing funding source compliance, Ms. Barkelar leads Impact Seven’s Property Management department and the overall management and operations of a portfolio totaling more than 1,200 housing units. With a degree in Sales, Marketing and Real Estate from Madison Area Technical College, Ms. Barkelar has earned numerous industry certifications including Certified Property Manager, HCCP/NCP designated for LIHTC and Certified Occupancy Specialist. Tom Patzman Vice President of Business Development Mr. Patzman provides leadership and supervision of the business development and lending division, with expertise in a wide variety of community development financing tools and the capacity to underwrite and close complex, high-impact deals as well as microloans for small businesses. Under Mr. Patzman’s leadership, Impact Seven’s loan portfolio has more than doubled since 2012. Mr. Patzman holds a Bachelor of Business Administration in Finance from the University of Wisconsin – Milwaukee. Impact Seven Resume >>> 2021 Page 3  2016 Artist Lofts historic development; 45 units of affordable housing in Manitowoc, Wisconsin HOUSING DEVELOPMENT Since its founding in 1970, Impact Seven has successfully developed or provided development consulting services for over 2,000 affordable housing units throughout Wisconsin. These projects have been financed with a wide variety of public funding sources such as: • Low Income Housing Tax Credits (19 projects) • HUD 202 and HUD 811 (45 projects) • Section 8 Project-Based Rental Assistance (14 projects) • USDA Rural Development 515 Loans (13 projects) • FHLB Affordable Housing Program Funds (43 projects) • HOME Funds (14 projects) • Historic Tax Credits (5 projects) In addition to contributing considerable equity and financing of its own, Impact Seven has leveraged these funds with investments from many Wisconsin banks, municipalities, foundations and other private and nonprofit partners. Impact Seven began as a consultant for counties, municipalities and Native American communities. In this capacity, Impact Seven assisted with identifying needs, setting up ownership/management entities, assembling financing, and overseeing the construction and management of housing, industrial, commercial/retail and mixed-use developments. In 1985, Impact Seven began developing projects of its own. Today, Impact Seven is parent to more than 60 wholly owned subsidiary corporations consisting of a total of 1,300 units of affordable housing. Projects are located across Wisconsin in rural communities, mid-sized metropolitan cities and urban Milwaukee neighborhoods. The list includes approximately 840 units set aside for elderly persons or persons with disabilities. Impact Seven’s approach to housing development is built on three core values: • Flexibility. Understanding a community’s needs and the flexibility to craft a project that is responsive to those needs are critical elements for successful housing development. Impact Seven is committed to working with project partners and local stakeholders to build developments that support community goals and improve the lives of low- and moderate-income households. We have broad experience with a range of rental housing development types including new construction, historic and adaptive reuse, mixed use, urban infill and rural developments throughout the state. • Sustainability. Impact Seven seeks to develop rental communities that are sustainable from both design and financial perspectives. As a long-term owner, Impact Seven has a vested interest in utilizing building methods and materials that produce structures that are energy efficient and durable. In addition, Impact Seven employs rigorous underwriting to ensure its developments can remain affordable to tenants and financially viable over the long term. • Resourcefulness. Impact Seven has a successful track record of securing various grants, low interest loans and other sources of “soft financing” that close budget gaps and provide long term affordability. Impact Seven views real estate development as a collaborative process and considers strong relationships to be an important resource. Impact Seven Resume >>> 2021 Page 4  Tenants from Impact Seven’s Franklin School Apartments and National Avenue Lofts PROPERTY & ASSET MANAGEMENT Impact Management Group, Impact Seven’s property management subsidiary, currently manages over 1,300 units located in more than 100 distinct buildings across Wisconsin, ranging from rural northern Wisconsin to urban metropolitan Milwaukee. Project sizes range from single-family homes and duplexes to a 73-unit multifamily building located in Milwaukee. The Impact Management Group’s property management team includes 40 full-time and 24 part-time staff who are highly qualified and experienced with the full array of income eligibility, accounting, reporting, maintenance and compliance requirements found in all major state and federal affordable housing programs, such as Low-Income Housing Tax Credits and HUD project-based rental assistance. Positions are specialized around specific components such as affirmative marketing procedures, income eligibility and tenant recertification. Housing staff receive regular training and attend both national and statewide conferences including the WHEDA state housing conference, annual meetings and events of the Wisconsin Council for Affordable and Rural Housing and NeighborWorks Training Institutes. Impact Seven invests in LIHTC properties as a long-term owner. In order to ensure the ongoing physical and financial sustainability of our real estate investments, Impact Seven’s management structure is inclusive of an Asset Management function tasked with financial monitoring and capital planning. Our Asset Manager has been an integral part of the Real Estate Development Committee and is involved in new development projects from inception through completion and lease- up, assisting with financial analysis during the due diligence process, providing input for unit composition, income targeting and physical design and other matters affecting long-term self-sufficiency. For properties in Impact Seven’s owned portfolio, the Asset Manager tracks performance via a Watch List system inclusive of financial health indicators such as occupancy and cash flow, and is responsible for maintaining 5- and 10-year capital needs assessments for each property in order to accurately budget for maintenance and capital improvements. The Asset Manager also plans for and coordinates the Year 15 LIHTC unwind and recapitalization. For Impact Seven-owned properties under third party management, the Asset Manager works cooperatively with the property management company to represent the owner in regular meetings; reviews annual financials and audits; participates in and monitors the annual budgeting process; monitors cash flow, rent and reserve levels; and acts as the liaison between the property manager and the tax credit syndicator/investor. The Asset Manager continuously monitors the useful life of the building and its major systems, planning for capital needs and ensuring that reserves are funded at appropriate levels. Finally, the Asset Manager coordinates between the third-party property manager and Impact Seven’s internal property management and accounting divisions to ensure that financial and occupancy information are entered into our management and accounting software. If for any reason a property fails to accumulate reserves at a sufficient level to fund needed improvements, the Asset Manager works with Impact Seven’s Director of Resource Development to secure the necessary funding or financing. Impact Seven Resume >>> 2021 Page 5  Impact Seven provided financing for Cermak Fresh Market, the Charmant Hotel and Flambeau River Papers BUSINESS DEVELOPMENT In order to catalyze investment, grow small businesses, create jobs, and increase the stock of affordable housing, Impact Seven provides lending capital, technical assistance, and development services to borrowers with small business, commercial real estate and affordable housing projects. By offering affordable rates and flexible terms in combination with right-touch technical assistance and business development services, Impact Seven provides entrepreneurs with the resources they need to focus on running successful businesses. Additionally, we are increasingly involved in complex economic development projects that leverage significant social impacts such as high levels of living-wage job creation, coordinating complex capital stacks and frequently providing the one slice of financing that makes the project a reality. Impact Seven’s current portfolio totals $193 million, comprised of our loans as well as loans managed and serviced for third parties. Impact Seven’s lending provides critical capital with flexible terms that are tailored to meet the individualized needs of businesses. Our flexible underwriting criteria allows us to serve borrowers who are unable to obtain traditional financing due to creditworthiness or lack of collateral, while establishing parameters designed to support businesses that are viable despite not fitting within conventional underwriting requirements. Projects may be located in disadvantaged areas but are financially viable and capable of generating financial as well as social returns, such as creating high numbers of family-supporting jobs and catalyzing future development in the region. These businesses or projects often have characteristics that render them undesirable to conventional lenders, such as unconventional collateral or complex financial structures that add cost to underwriting. Borrowers work with one of our loan officers on an individual basis from the first phone inquiry through loan closing. Loan officers assist borrowers through the application process, providing hands-on assistance when needed, such as in preparing financial statements or making cash flow projections. Our loan risk rating system assigns a risk score to each loan to determine the intensity of the intervention. The success of this approach is evidenced by an average default rate of less than one percent. By providing affordable rates and flexible terms and accepting non-traditional collateral such as equipment or inventory, Impact Seven closes critical gaps in financing. Finally, our subordinate debt pool leveraging New Markets Tax Credits brings the benefit of tax credits to businesses producing significant social returns, such as high levels of job creation or redevelopment of blighted infrastructure. Our robust portfolio performance indicates that we are meeting strong demand for financing by qualified borrowers with viable projects. Impact Seven Resume >>> 2021 Page 6  SE LECT EDPROJ ECTPROF ILE S I mpa cti ngCommuni ti es. Impa cti ngLi ves .  GARDEN TERRACE APARTMENTS PROJECT TYPE New Construction Urban Infill Crafted as part of local comprehensive efforts to eliminate veteran homelessness in La Crosse, IMPACT SEVEN’S ROLE the Garden Terrace Apartments is a multifamily Owner housing community consisting of 50 apartments Developer and a multi-purpose community center. Garden Property Manager Terrace is a blended affordable community that provides fifteen units targeted to formerly homeless PARTNERS / FUNDING SOURCES veterans, units affordable to households with low WHEDA incomes, and eight units without rent restrictions. City of La Crosse Cinnaire Supportive services for veteran residents are Federal Home Loan Bank of Chicago provided by the Tomah VA Medical Center, the NeighborWorks America Wisconsin Department of Veterans Affairs, Home Depot Foundation and Couleecap, Inc. The adjacent Kane Street Private Donations Community Garden engages community members in gardening and gives away all of the produce it grows. 2961 Decker Drive, Rice Lake, WI 54868 715-434-1717 impact@impactseven.org www.impactseven.org “This institution is an equal opportunity provider and employer.”  SEVEN04 PLACE APARTMENTS PROJECT TYPE Affordable Housing Seven04 Place Apartments is a proposed 60- IMPACT SEVEN’S ROLE unit multifamily apartment community located Co-Developer in the Walker’s Point neighborhood of Milwaukee, within the fastest-growing census tract in the city. PARTNERS / FUNDING SOURCES To accommodate both long-time neighborhood WHEDA residents and newcomers, the development City of Milwaukee includes a mix of affordable and market-rate units, UnitedHealthCare as well as fourteen units dedicated to permanent Cinnaire supportive housing for U.S. military veterans and Wisconsin Economic Development other adults who are struggled with barriers to Corporation housing stability. Development costs will total IFF $12.2 million. Federal Home Loan Bank of Chicago Developer Equity Amenities include in-unit washers and dryers, a Forward Community Investments multipurpose community room, fitness center Local Initiatives Support Corporation and free high-speed internet. Wisconsin Green Build Home certification will ensure high energy efficiency, further reducing housing costs for residents. 2961 Decker Drive, Rice Lake, WI 54868 715-434-1717 impact@impactseven.org www.impactseven.org “This institution is an equal opportunity provider and employer.”  T MI L CHE >RE LST T E $6. ot t L 1MI l apr L oj ON I ec tcos t f ofa T 4UNI 2 f S da or i ehous bl ng MI L > < WAUKE E MARKE TLOF TS IndoorHea tedPa r king Communi tyRoom Res i dentBus i nessOf f ice Exerci seRoom Sec ureAccessSystem Web-BasedSec ur ityCa meraSystem Privat eBa l conies CommonOut doorPati oAr ea Ener gy- Effi ci entWi ndowsa ndUtil it ies CentralAirCondit ioning 14, 000s fofGreenRoof > >>PROJ ECTT YPE NewCons truc tion LocatedinMil waukee’ sMus k egoWa yneig hborhood, Mitchel lStr eetMarketLoftsisanewc onst ructi on > >>I MPACTSE VEN’ SROL E aff ordablehousi ngcommuni tyc onsis ti ngof24a par tment s .This$6. 1mi l li onpr ojectres ult edfrom a Co- Ownera ndCo- Dev eloper par tne r shi pbetweenpubli candpr ivat ee nt it iesi ncl udi ngImpa c tSe v en,AndersonWe bb, L L C,Wisconsi n Redevelopment, LLC,WHEDA, FederalHomeLoa nBankofChica go,Metropol itanMi lwa ukeeSewerage Dist ri c t ,Cit yofMilwauk ee,LISCMi lwaukeeandHomeDepot . > >>PART NERS/F UNDI NGSOURCE S Low-Inc omeHous ingTaxCredi ts Buil tonwha twa sonceacit y-ownedv acantbrownfi el dlot ,the24loftstylet wo-andt hree- bedroom FHLBAf f orda bl eHousingProgr am unit sa r ea v a i labl et ofamii l e searningle s sthan60% ofAr eaMe di anI nc ome .Ame niti esincl udea Cit yofMi l wa ukeeNeig hborhood communi t yroom wi thanexerci sea rea,abusi nesscent erandfreewirelessinter net,i ndoorpa rki ng,a Sta bil izat ionProgram pla yground,securi tycamerasandk ey-cardaccess ,commonout doordec ka ndag r eenr oof.Ea chunit MMSDGr eenRoofGr ant contai nsadishwa her s ,g arbagedispos a l,bal cony,n- i uni twasheranddryer,centra l a irc ondi ti oni nga nd LI SCMi l wa ukee l argeint eri ors t orageunit s. HomeDepot ANI MPACTSE VENRE ALE STAT EDE VEL OPME NTPROJ ECT “ Thi sins ti tut ioni sanequa loppor tuni typr ovi dera ndempl oyer . ” 2961Dec kerDr ive, Ric eLa keWI54868> >>800- 685- 9353> > mpa >i ct@i mpa cts even. org> >>c onnec t:  $1 5. ot t l a 9MI oj pr LLI ON ec tc t os > ofa T 4UNI 7 ff S or da ehous bl MI L > < ing WAUKE E NAT IONALAVE NUEL OFT S 1 -,2-and3-Bedr oom Apa rt ment s 3-and4- Bedroom T ownhomes I ndoorHea tedPa r king Communi t yRooms Ex erci seRooms Li brarya ndMedi aRooms On- SiteL eas i ngOf f ice Web-BasedSec ur itySystem Pr ivat ePor chesa ndBa l conies Energy-Effici entAppl iances Centra lAirCondi t ioning > >>PROJ ECTT YPE NewCons truc tion > >>I MPACTSE VEN’ SROL E Owner ,Co- Dev eloper ,Pr oper tyMa nag er > >>PART NERS/F UNDI NGSOURCE S Low-I ncomeHous i ngT a xCr edi ts 1602GapF unds FHLB Aff ordabl eHous ingPr ogr am “ Thi sins ti tut ioni sanequa loppor tuni typr ovi dera ndempl oyer . ” 2961Dec kerDr ive, Ric eLa keWI54868> >>800- 685- 9353> > mpa >i ct@i mpa cts even. org> >>c onnec t: ART ISTL OFT S $9 . ot t 4MI l a LL oj pr I ON tc ec t os 2-and3- Expos > Bedr edAr oom L hi c t 40UNI ecur t St a T i 36des oft- l S gna t yl El eda f eUni f ement or da t s s bl e > < Or i ginalHa r dwoodFl oors MANI TOWOC Ener gyStarLighti nga ndAppl iances CentralAir -Condi t ioning On-Sit eLa undry Communi tyRoom ArtStudioandGa ll ery On- Sit eMa na gement I ndoorPa r king Arti stL oft sisthetransf orma t ionofa nindustri a bui l ldingintoanex c eptional40-unitl oft -styl eapa r tment communi ty.MirroPlant#3pl antwa sor i gi na ll yc ons t ructedin1929byt hena t ion’ slar g es talumi num goodsma nufacturer ,Ma ni towoc - basedAl umi num GoodsMa nufa cturi ngCompa ny,al soknowna sMi rr o. 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Hi st ori cMi xed- Use, NewCons truc tion Locatedint henor t hsideHa rambeenei ghbor hood,KDCI Visami xtureof41newa ndr enovatedunit s i nc l udings i nglefa mil yhomes ,dupl exes,townhomes ,andhi st orica par tment s .Thef irs tfloorofthe > >>I MPACTSE VEN’ SROL E his toricbuil dingont hewel l -traveledKi ngDr ivecorridorconsist sof5, 000s quar ef eetofcommer c ial Co-Owner, Co- Dev eloper ,Pr oper ty space,on- s itepropertyma nagementof fi ces,ac ommuni t yr oom a ndaf i tnessroom. Twent y-ni neof Manager theunits(71 %oft hetota l)areafforda bl et ohous eholdsea r ninga torbelow50%oft heMilwaukeeArea MedianI ncome( AMI ) .Therema i ning1 2uni tsarea f fordabletohous ehol dsa torbelow60% AMI .The unitmi xcons i st sof1 3t wo-bedr oomsuni ts,24t hree-bedroom uni t sandf ourfour-bedroom singl e > >>PART NERS/F UNDI NGSOURCE S famil yhomes .Uni t sarewell s izedf orfa mil ieswi t ha na verageunits i zeof1,485s quarefeet. 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ANI MPACTSE VENRE ALE STAT EDE VEL OPME NTPROJ ECT “ Thi sins ti tut ioni sanequa loppor tuni typr ovi dera ndempl oyer . ” 2961Dec kerDr ,Ri ceLa keWI54868> >>800- 685- 9353> >>i c mpat@i mpa cts even. org> >>c onnec t:  < > AKE CEL RI I RANKL F > ME NSCHOOLAPART S NT $4. ot t 6MI a l L pr L oj ON I tc ec os t f ofaf T 20UNIS da or i ehous bl ng OpenFl oorPlans Orig inalHar dwoodFl oors L of t edCei l ings LargeWi ndows Centr a l Air -Condi t ioning Ga ragesandCov eredPa r king Communi tyRoom ExtraStorage Pl ayAr ea Onceavaca ntschoolc ampus, Frank li nSchoolApart mentsi sanewrental communi typr ovi ding20 af for dabl eapar tmentsandt ownhomesonRic eLa k e’sma incommerc ialc orri dor . > >>PROJ ECTT YPE Hi st ori cReha bil i tat ion, NewCons truc tion Aftermor ethaneightdecadesofs erv ice,theRiceLakeSchoolBoarddet erminedtheschoolbui ldi ng couldnol ongersupportmoder neduc ati onalneedsa ndvaa c t edthebuil ding.I n2013,ImpactSeven propos edanadapti vereusetosa f eg uadt r he1 936landmarkandres pondtot hear ea’ sdema ndfornew > >>I MPACTSE VEN’ SROL E rentalhousingopti ons.Cons t ructi onbeg aninsummer201 5toconverttheschoolbui ldi nginto12 Owner ,Dev eloper ,Pr oper tyMa nag er l of t -styleapar tmentsanda dd8newt ownhomesont hef ormerplaygr ound. > >>PART NERS/F UNDI NGSOURCE S Bothr enovateda ndnewl yconstructedbuil dingsfol low Wi scons i nGr een-Buil tHomesc ri ter iaf or Low- nc I omeHous ngT i a edi xCr s t sustai nablec onst ruction.Thehistori ca par tmentsprovideeitheroneort wobedr oomswitha nopen FederalandStaeHi t sor t icTa edi xCr s t plandesign,highc l eiingsanddesig nelementssuchasartnihesa c ndbuilt -insheli vngThet . ownhomes aredes i gnedt oac commodat elargerfamili eswiththree-bedr ooms ,twobat hrooms,groundl evel FHLBAf forda bleHousi ngProgram exteri orentrancesandapr i vategarage.Thedevel opmentpr ov i desnumer ouscommona meniti ess uch HOMEF unds amul t i-purposecommuni tyroom intheformergymna sium,on-s i telaundry,s chool-g radeplayground NeighborWorksAmeri caGr a nt equipmenta ndc overedpa rk ing. BremerBa nkConst ruc tionandPermanent Fi na nci ng Theprojectwa sma depos si blebysignifc iantpubli cinvestment.Al lunitsaresetas ideforamixof households,i ncludi ngt hoseearni ngatorbel ow 30%,50% or60% oft heCountyMedianIncome ( CMI ) .Rentsa r es tr ucturedtobea ff orda bl et ofamil iesatthoseincomeslevel s.Inaddi ti on,I mpa ct Sevenhasma deac ommi tmenttotar getingappli cant swhoa remili tar yvetera nsandma i nta insar efer ral rel ati onshipwiththeBa ronCount r yVet eransServi ceOf f ic e. ANI MPACTSE VENRE ALE STAT EDE VEL OPME NTPROJ ECT “ Thi sins ti tut ioni sanequa loppor tuni typr ovi dera ndempl oyer . ” 2961Dec kerDr ive, Ric eLa keWI54868> >>800- 685- 9353> > mpa >i ct@i mpa cts even. org> >>c onnec t:  Developer Architecture & Design Architecture & Design General Contractor 100 W. Lawrence St. #214 124 N Broadway 333 East Chicago St. 55 Jewelers Park Dr., #100 Appleton, WI 54911 De Pere, WI 54115 Milwaukee, WI 53202 Neenah, WI 54956 Marissa Downs Ryan Bakke Scott Kindness Adam Arndt (920) 602-6679 (312) 823-3087 (414) 298-2281 (414) 333-1044 downs@mosaicpropertyventures.com ryanb@performainc.com scottk@eua.com aarndt@catalystbuilds.com 1100 Block of E. Walnut Street Green Bay, WI 54301 TABLE OF CONTENTS • Introduction…………………………………………………….3 • Alignment With Strategy………….………………………...4-5 • Design & Use….…………………………………………....6-13 • Investment………………………………………………...14-15 • Capacity & Experience………………………...……………………....16-45 2 Dear Green Bay City Staff and Members of the Green Bay RDA, On behalf of MF Housing Partners, LLC and our entire team, we would like to extend our appreciation for the opportunity to submit this potential development in answer to the RFP for the redevelopment of the eastern block of E Walnut Street. This presentation will outline our strategy to bring a medium density, affordable housing project that answers many of needs expressed in the City’s 2020 Housing Market Study and adds significant increment to the current tax base. The design and overall project scope have been put together to not only be awarded this RFP, but score extremely competitively for the 2022 round of WHEDA low income housing tax credits. By leveraging the multifamily experience, specifically in the affordable sector, of each part of our team, we have confidence that if awarded, we can work alongside the City to bring a successful mixed- income housing development to this neighborhood of Green Bay. We thank you in advance for your consideration, and look forward to answering any questions MF Housing Partners, LLC Marissa Downs Dan Klister Tom Klister Jack Klister 3 ALIGNMENT WITH STRATEGY The key to a vibrant community…. City East Apartments (“City East”) is a proposed multifamily development that will help transform the 1100 block of East Walnut Street by reimagining an underutilized 1.2-acre lot into 43 apartment homes. The development will be a uniquely designed, safe, and professionally managed community that compliments the look and feel of the existing residential neighborhood. City East Apartments will be a mixed-income development with more than 84% of units specifically catering to residents making 60% or less of the current county median income. In accordance with many of the findings in the 2020 Green Bay Housing Market Study, the unit mix and location of City East Apartments will address the housing needs of Green Bay at large. Increase the Safety of East Walnut Street The Property currently functions as a eight (8) vacant parcels in midst of a predominantly single- family residential neighborhood. There are an estimated 13,461 people and 5,400 households within one (1) mile of the Property. The immediate neighborhood has seen a substantial amount of recent turnover over the past two (2) years, with a combined nine (9) houses on the two blocks facing E Walnut Street selling for an average of approximately $116,000*. City East Apartments will be the first multi-family residential building constructed in the immediate neighborhood in more than 20 years**, providing a long overdue investment in an area that currently lacks newer, architecturally significant living options. The addition of a medium density project like City East will encourage more daily activity in the neighborhood, and support the Housing Study claim of increasing the health of the neighborhood by adding a newer, unique type of housing with different price points. To accommodate the influx of a medium density development and help maintain safety in the neighborhood, City East Apartments will have onsite professional property management and other security measures such as fobbed entrances, multiple indoor/outdoor security cameras, and proper exterior lighting. *Home Sale Data Provided by Zillow **Per Appendix B of 2020 Green Bay Housing Study 4 Vacant Lot into Productive Development The main goals of City East Apartments are to maximize the highest and best use of the subject property, while providing a medium density development that corresponds with the findings of the City’s 2020 Housing Market Study. Specifically, City East Apartments will hope to both increase and retain residents in this neighborhood by providing a modern rental housing option for those who may not be able to afford to live in a luxury housing complex nearby. It is estimated that this project alone will create approximately $3 million of increment. City East Apartments will provide a convenient living solution for the more than 24,000 daytime employees located within one (1) mile of the Property. Est. $3M Increase of In addition to 43 apartment homes, City East will have on-site programming space that will be occupied by a nonprofit partner, NEWCAP, rent free in order to allow for job Increment training, Home-buyer classes, foreclosure prevention, financial coaching and space for a Virtual Business Center to allow for connection with employment opportunities. This space will not be exclusive to City East Apartments residents, but will serve the community as a whole. Accessible & Innovative Design for All City East Apartments will incorporate modern multifamily amenities and adhere to both Wisconsin Green Built Home Standard and Universal Design, meaning it will be a space that is “accessed, understood and used to the greatest extent possible by people regardless of their age, size, ability or disability”* Both codes are considered to be far and above normal municipality building codes. Examples of these design standards include: • Visitable Units – Each unit at City East Apartments can be accessed from the parking lot or street level via an entrance ramp and/or elevator. • Proper Clearances / Safety Precautions – Floor plans will have an open concept layout, and individual rooms will be designed to permit wide turning motions for those in wheel chairs. Grab bars will be installed in restrooms to promote safe use. • Timeless Design – Apartments will be designed for all ages, and allow residents to remain in their respective apartments as they age or physical abilities change. Located between the main thoroughfares of Mason Street and Main Street, City East Apartments is easily accessed by car and/or non vehicular options. Future residents will enjoy free access to bike racks provided onsite, and a short walk across the street to a bus stop serving Route 7, a daily bus line that visits locations such as East High School, Festival Foods, and the UW-Green Bay Library. Sidewalks surrounding the property will remain untouched, and will continue to help the Property hold true to its designated Walk Score of 81. City East Apartments will provide a large first floor community space that includes places to work, study, and/or socialize with friends or fellow residents. The space will have free wi-fi for residents. Addition of Local Art The development team is committed to the incorporation of art across the City, and has joined forces with Kent Hutchison, an artist and Green Bay native, to provide a unique exterior structure to the project. Kent has more than 15 years of art experience and specializes in large metal and glass fabrication. This art piece will be located near the front entrance of the property, at the corner of E Walnut St. and N Roosevelt St. *Definition of Universal Design according to The Centre for Excellence in Universal Design 5 DESIGN & USE Scope of Work City East Apartments is envisioned to be a three-story, 43-unit multifamily development. The mix of 1, 2, and 3 bedroom units is based upon perceived demand, as well as efficiently maximizing the building footprint. The unit count allows for the project to be financially feasible, scores maximum points with WHEDA, and falls within the recommended range for this site in the RFP and 2022 Smart Growth Comprehensive Plan. All units will have open concept layouts, plenty of natural light, and modern conveniences such as in-unit laundry and controllable central air conditioning. To best compliment the established character of the neighborhood, the building will include several exterior design elements to help blend in with the surrounding single-family homes. These include: • Articulation: The building footprint is laid out to emphasize the frontage of both E Walnut Street and N Roosevelt Street, while maintaining proper setbacks. This design maximizes site lines for all apartments and utilizes the corner location for the main lobby entrance and community area. The sidewalks and cross walks already in place will be essential for the safety of residents coming in and out of the main entrance. • Alignment & Modulation: While it is the intent to provide a continuous and connected mixed-use, multi-family apartment building, the proposed 43-unit development has been designed to emulate four (4) individual first floor ‘town-houses’ (of eight (8) total) along E Walnut Street. This is achieved by projecting a variety of material types, textures, colors, and patterns to distinguish the first floor from upper floors. • Building Materials & Colors: Through the use of natural colored vinyl, wood, and masonry cladding, the proposed development aims to satisfy the requirements of the RFP by complimenting and celebrating the residential character of the adjacent neighborhood context and street frontages. • Rooftop Style: To further promote the cohesion of the building with the surrounding neighborhood, the rooftop varies in height and style (flat and gable-styled patterns) along both E Walnut Street and N Roosevelt Street. Please see next page for full explanation of height variance. Parking There are a total of 60 stalls located on the northern portion of the Property, with one ingress and egress point off of N Roosevelt Street. The unassigned stalls will be offered free of charge for all residents and guests, and the lot will be maintained diligently in the winter months. With 43 units and 60 stalls, there is a ratio of 1.40 parking stalls per unit, successfully meeting the requirements of City Code Chapter 44, Article XVIII for multiple-family dwelling units of one (1) stall per unit + one (1) visitor space per four (4) units. Underground parking was taken into consideration, but was found to be not financially feasible given the affordable nature of this project. 6 Form Currently zoned Office Residential (OR), the development must adhere to a maximum floor area ratio of (2.0). The building is designed with a floor area ratio of approximately (1.17). The impervious surfaces are calculated to be approximately 77% of the site. While this exceeds the maximum value for Office Residential districts, it does fall below the limit for the Neighborhood Center district, which appears to be more aligned with the higher density development the RFP is requesting. The RFP indicates that though the height limit for the site is thirty-five feet (35’) and the building is to not exceed three stories, considerations will be made for proposals that exceed these limits if the project compliments the established neighborhood character. As referenced in the image above, the total height of the proposed project does exceed thirty-five (35’) but does not exceed three (3) stories in height. The average height of the proposed development exceeds the thirty-five foot (35’) requirement by approximately four (4) feet. 7 Target Market Income Unit Type Total 1 Bedroom 3 City East Apartments will be marketed towards young 30% CMI 6 2 Bedroom 20.93% professionals, families, and independently living elderly 3 Bedroom - singles or couples. The project will cater to the 24,000+ 1 Bedroom 2 daytime employees located within one (1) mile of the 50% CMI 8 2 Bedroom Property to live in a more convenient location to their 39.50% 3 Bedroom 7 workplace. 1 Bedroom 1 60% CMI 6 As a WHEDA-compliant project, the unit mix caters to as 2 Bedroom 23.30% much of the potential renter pool earning less than 60% 3 Bedroom 3 of the CMI as possible, while still allowing the project to 1 Bedroom - Market 2 Bedroom 5 be financially feasible. ALL units at City East Apartments 16.30% will be designed and built with the same materials and 3 Bedroom 2 maintained in the same professional manner, regardless Total 43 of the income set aside. While the income of each household is determined by household size, it is anticipated that the various set-asides at 30%, 50% and 60% CMI would serve those households with incomes between $16,950 and $52,320, catering to the more than 146,814 people living within five (5) miles of the Property with a median household income of $52,049.* Currently located in a “Higher Priority” location for affordable housing according to the 2020 Housing Study, City East Apartments will address a significant Green Bay housing shortage, specifically lessening the cost burden of households earning less than 30% of the CMI (current shortage of 3,715 units), as well as those earning between 51 and 80% of CMI (shortage of 1,285 units) by providing nine (9) and 24 units, respectively. Occupancy Timeline City East Apartments will be submitted to WHEDA for consideration in the upcoming 2022 round. The application cycle starts in December 2021 with announcements in May 2022. Once tax credits are awarded, the predevelopment process will begin immediately with the intention to break ground by October 2022. This would allow for a lease up to begin in Fall 2023 with stabilization achieved by Spring 2024. Award of RFP October 2021 Submittal of LIHTC Application to WHEDA December 2021 Award of Tax Credits May 2022 Closing on Land August 2022 Beginning of Construction October 2022 Occupancy October 2023 Stabilization April 2024 Please see next page for full construction schedule *Demographics provided by 2021 CoStar Research 8 Page 1 Walnut Street Affordable Housing E Walnut Street, Green Bay Preliminary Schedule 9/22/21 ID Task Name Duration Start Finish 2022 2023 2024 Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May 1 Walnut Street Affordable Housing 519 days Fri 9/24/21 Thu 10/5/23 Walnut Street Affordable Housing 2 Preconstruction 270 days Fri 9/24/21 Fri 10/14/22 Preconstruction 3 City of Green Bay RFP Response Submitted 0 days Fri 9/24/21 Fri 9/24/21 City of Green Bay RFP Response Submitted 4 Tax Credit Application Submitted 0 days Fri 12/17/21 Fri 12/17/21 Tax Credit Application Submitted 5 Tax Credit Award 0 days Fri 5/20/22 Fri 5/20/22 Tax Credit Award 6 Construction Documents Design Phase 78 days Fri 5/20/22 Fri 9/9/22 Construction Documents Design Phase 7 Bidding Process, GMP Finalization, and 25 days Mon 9/12/22 Fri 10/14/22 Bidding Process, GMP Finalization, and Subcontractor Award Subcontractor Award 8 Construction 249 days Mon 10/17/22 Thu 10/5/23 Construction 9 Construction Start 0 days Mon 10/17/22 Mon 10/17/22 Construction Start 10 Site Work 231 days Mon 10/17/22 Mon 9/11/23 Site Work 11 Site Clearing 3 days Mon 10/17/22 Wed 10/19/22 Site Clearing 12 Excavation for Foundations 10 days Thu 10/20/22 Wed 11/2/22 Excavation for Foundations 13 Site Utilities 5 days Thu 11/3/22 Wed 11/9/22 Site Utilities 14 Rough Grading 5 days Mon 11/28/22 Fri 12/2/22 Rough Grading 15 Finish Grading 5 days Wed 8/2/23 Tue 8/8/23 Finish Grading 16 Curb and Gutter 3 days Wed 8/9/23 Fri 8/11/23 Curb and Gutter 17 Site Concrete 5 days Mon 8/14/23 Fri 8/18/23 Site Concrete 18 Asphalt 7 days Mon 8/21/23 Tue 8/29/23 Asphalt 19 Landscaping 8 days Wed 8/30/23 Mon 9/11/23 Landscaping 20 Building 244 days Mon 10/24/22 Thu 10/5/23 Building 21 Foundations 43 days Mon 10/24/22 Fri 12/23/22 Foundations 22 Footings/Foundation Walls 17 days Mon 10/24/22 Tue 11/15/22 Footings/Foundation Walls 23 Masonry Shafts 20 days Tue 11/8/22 Wed 12/7/22 Masonry Shafts 24 Backfill 8 days Mon 11/14/22 Wed 11/23/22 Backfill 25 Underground MEPs 15 days Tue 11/22/22 Wed 12/14/22 Underground MEPs 26 Slab on Grade 7 days Thu 12/15/22 Fri 12/23/22 Slab on Grade 27 First Floor 201 days Mon 12/26/22 Thu 10/5/23 First Floor 28 First Floor Wall Panels 15 days Mon 12/26/22 Fri 1/13/23 First Floor Wall Panels 29 MEP Rough-Ins 15 days Tue 6/20/23 Tue 7/11/23 MEP Rough-Ins 30 Insulation 10 days Fri 7/7/23 Thu 7/20/23 Insulation 31 Drywall 20 days Thu 7/20/23 Wed 8/16/23 Drywall 32 Painting 10 days Mon 8/14/23 Fri 8/25/23 Painting 33 ACT Ceiling Installations 3 days Thu 8/24/23 Mon 8/28/23 ACT Ceiling Installations 34 Casework Installations 10 days Mon 8/21/23 Fri 9/1/23 Casework Installations 35 MEP Finishes 10 days Mon 8/28/23 Mon 9/11/23 MEP Finishes 36 Flooring Installations 15 days Mon 8/28/23 Mon 9/18/23 Flooring Installations 37 Doors & Trim Installations 10 days Wed 9/6/23 Tue 9/19/23 Doors & Trim Installations 38 Countertop Installations 8 days Tue 9/19/23 Thu 9/28/23 Countertop Installations 9 Page 2 Walnut Street Affordable Housing E Walnut Street, Green Bay Preliminary Schedule 9/22/21 ID Task Name Duration Start Finish 2022 2023 2024 Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May 39 Paint Trim & Touch Ups 3 days Fri 9/15/23 Tue 9/19/23 Paint Trim & Touch Ups 40 Catalyst Quality Control Punchlist 4 days Wed 9/20/23 Mon 9/25/23 Catalyst Quality Control Punchlist 41 Final Cleaning 4 days Fri 9/22/23 Wed 9/27/23 Final Cleaning 42 Architect Punchlist 1 day Thu 9/28/23 Thu 9/28/23 Architect Punchlist 43 Punchlist Corrections 5 days Fri 9/29/23 Thu 10/5/23 Punchlist Corrections 44 Second Floor 175 days Mon 1/9/23 Wed 9/13/23 Second Floor 45 Second Floor Framing 25 days Mon 1/9/23 Fri 2/10/23 Second Floor Framing 46 Gypcrete 5 days Mon 4/24/23 Fri 4/28/23 Gypcrete 47 MEP Rough-Ins 15 days Tue 5/30/23 Mon 6/19/23 MEP Rough-Ins 48 Insulation 10 days Thu 6/15/23 Wed 6/28/23 Insulation 49 Drywall 20 days Tue 6/27/23 Tue 7/25/23 Drywall 50 Painting 10 days Fri 7/21/23 Thu 8/3/23 Painting 51 Casework Installations 10 days Fri 7/28/23 Thu 8/10/23 Casework Installations 52 MEP Finishes 12 days Fri 8/4/23 Mon 8/21/23 MEP Finishes 53 Flooring Installations 15 days Fri 8/4/23 Thu 8/24/23 Flooring Installations 54 Doors & Trim Installations 10 days Mon 8/14/23 Fri 8/25/23 Doors & Trim Installations 55 Countertop Installations 8 days Fri 8/25/23 Wed 9/6/23 Countertop Installations 56 Paint Trim & Touch Ups 3 days Wed 8/23/23 Fri 8/25/23 Paint Trim & Touch Ups 57 Catalyst Quality Control Punchlist 4 days Mon 8/28/23 Thu 8/31/23 Catalyst Quality Control Punchlist 58 Final Cleaning 4 days Wed 8/30/23 Tue 9/5/23 Final Cleaning 59 Architect Punchlist 1 day Wed 9/6/23 Wed 9/6/23 Architect Punchlist 60 Punchlist Corrections 5 days Thu 9/7/23 Wed 9/13/23 Punchlist Corrections 61 Third Floor 133 days Mon 2/13/23 Fri 8/18/23 Third Floor 62 Third Floor Framing 25 days Mon 2/13/23 Fri 3/17/23 Third Floor Framing 63 Gypcrete 5 days Mon 4/17/23 Fri 4/21/23 Gypcrete 64 MEP Rough-Ins 15 days Mon 5/8/23 Mon 5/29/23 MEP Rough-Ins 65 Insulation 10 days Thu 5/25/23 Wed 6/7/23 Insulation 66 Drywall 20 days Mon 6/5/23 Fri 6/30/23 Drywall 67 Painting 10 days Wed 6/28/23 Wed 7/12/23 Painting 68 Casework Installations 10 days Thu 7/6/23 Wed 7/19/23 Casework Installations 69 MEP Finishes 10 days Thu 7/13/23 Wed 7/26/23 MEP Finishes 70 Flooring Installations 15 days Thu 7/13/23 Wed 8/2/23 Flooring Installations 71 Doors & Trim Installations 15 days Fri 7/21/23 Thu 8/10/23 Doors & Trim Installations 72 Countertop Installations 8 days Thu 7/27/23 Mon 8/7/23 Countertop Installations 73 Paint Trim & Touch Ups 3 days Mon 7/31/23 Wed 8/2/23 Paint Trim & Touch Ups 74 Catalyst Quality Control Punchlist 4 days Thu 8/3/23 Tue 8/8/23 Catalyst Quality Control Punchlist 75 Final Cleaning 4 days Mon 8/7/23 Thu 8/10/23 Final Cleaning 76 Architect Punchlist 1 day Fri 8/11/23 Fri 8/11/23 Architect Punchlist 77 Punchlist Corrections 5 days Mon 8/14/23 Fri 8/18/23 Punchlist Corrections 78 Roofing 50 days Mon 3/20/23 Mon 5/29/23 Roofing 10 Page 3 Walnut Street Affordable Housing E Walnut Street, Green Bay Preliminary Schedule 9/22/21 ID Task Name Duration Start Finish 2022 2023 2024 Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May 79 Roof Trusses and Deck Installations 20 days Mon 3/20/23 Fri 4/14/23 Roof Trusses and Deck Installations 80 Roofing 15 days Mon 4/17/23 Fri 5/5/23 Roofing 81 Soffit & Fascia 15 days Mon 5/8/23 Mon 5/29/23 Soffit & Fascia 82 Elevator 15 days Wed 8/9/23 Tue 8/29/23 Elevator 83 Elevator Installations 15 days Wed 8/9/23 Tue 8/29/23 Elevator Installations 84 Exterior Façade 90 days Mon 4/17/23 Tue 8/22/23 Exterior Façade 85 Window & Patio Door Install 30 days Mon 4/17/23 Mon 5/29/23 Window & Patio Door Install 86 Block and Brick Veneer 40 days Mon 5/8/23 Mon 7/3/23 Block and Brick Veneer 87 Fiber Cement Siding 45 days Tue 5/30/23 Tue 8/1/23 Fiber Cement Siding 88 Balcony Installations 15 days Wed 8/2/23 Tue 8/22/23 Balcony Installations 89 Post Construction 23 days Wed 8/30/23 Mon 10/2/23 Post Construction 90 Elevator Inspection 2 days Wed 8/30/23 Thu 8/31/23 Elevator Inspection 91 Final Inspections 5 days Tue 9/26/23 Mon 10/2/23 Final Inspections 92 Occupancy 0 days Mon 10/2/23 Mon 10/2/23 Occupancy 11  TYPICAL UPPER FLOOR KEY: COMMON AMENITY D OFFICE D 1 BEDROOM D 2 BEDROOM D D .... 3 BEDROOM SURFACE PARKING 60 CARS ENTRY C: DENOTES 8'X18' COMPACT STALL H.C. H.C. 0 20' 40' 80' � I OFFICE COMMON AMENITY 1,100SF 2,300 SF E WALNUT STREET GROUND FLOOR CONCEPTUAL FLOOR PL ANS EAST WALNUT MULTIFAMILY DEVELOPMENT, GREEN BAY WI 12  Program totals description lBR 2BR 3BR 6 25 12 43 target 14% 58% 28% 100% level 1 1 2 8 11 level 2 2 12 2 16 unit mix level 3 2 12 2 16 total 5 26 12 43 % 12% 60% 28% 100% Building Data Apartments Office Pkg. Totals commons& surface floor apartment GSF apartment NSF circulation efficiency ave. unit #of units #of BR parking Total GSF Ground Floor 19,188 12,259 6,929 63.89% 1,114 11 27 1,104 60 20,292 Second Floor 20,474 17,211 3,263 84.06% 1,076 16 32 20,474 Third Floor 20,474 17,211 3,263 84.06% 1,076 16 32 20,474 totals 60,136 46,681 13,455 77.63% 1,086 43 91 1,104 60 61,240 ave GSF per unit 1,399 PARKING residential parking 56 cars parking ratio per unit 1.30 parking ratio per bedroom 0.62 office parking 4 cars office parking ratio 3.62 per 1000 PROJECT DATA EAST WALNUT MULTIFAMILY DEVELOPMENT, GREEN BAY WI 13 INVESTMENT Development Costs: Land Purchase Price $200,000 Hard Costs $7,260,640 Soft Costs $1,958,944 Reserves $225,761 Total Project Costs $9,645,345 Sources of Funds: Low Income Housing Tax Credit Equity $5,275,972 City of Green Bay Support $800,000 Grants or Subordinate Loans By Others $900,000 Deferred Development Fee $208,995 First Mortgage $2,460,378 Total Sources of Funds $9,645,345 Current Assessed Value $0.00 Estimated (As Complete) Assessed Value $3,000,000 Estimated Increment Created $3,000,000 Total project costs are expected to be approximately $9.70M; However, the estimated assessed value of the development as completed is $3M. This is due to the methodology applied when appraising a development built with Low Income Housing Tax Credits. The income approach is utilized as the main basis of value. The above breakdown shows $800,000 being requested in City financial assistance. This scenario also assumes a land purchase price of $200,000, a reduction of which would reduce the gap funding required by the City. While a pay-go TIF seems like a logical source for this support, it is noted that the Property is not located in an active TID. With the ability to extend other City TID’s for an additional year in order to support affordable housing development, we have identified this as another potential source for this support. City HOME funds, ARPA funds or CDBG funds would also be a potential sources if this use is within the City’s goals for each of the aforementioned funding options. Please see the following page for a bank letter from Community First Credit Union signifying our ability to achieve proper financing for this development. An allocation of LIHTC will be applied for and determined by WHEDA. 14 15 CAPACITY & EXPERIENCE Development Team MF Housing Partners LLC, the union of Mosaic Property Ventures and FORE Development + Investment Group includes Marissa Downs, Dan Klister, Tom Klister, and Jack Klister. The four partners have come together, all with diverse backgrounds and development experience, to form a team determined to bring high quality affordable housing projects to northeast Wisconsin. Formed in 2019, the team has quickly identified and begun work in several areas across NE Wisconsin. MF Partners believes that improved housing options helps create a better quality of life for individuals, which in turn can be one of the foundations for overall well-being of a community. MOSAIC PROPERTY VENTURES Marissa Downs has twenty years of experience in multifamily finance and development, specifically in the affordable housing sector. After graduating with honors from the University of Wisconsin – Madison with a degree in Real Estate and Urban Land Economics, Marissa worked for a national syndicator of Low-Income Housing Tax Credits (LIHTC). In 2005, she began working for SunStarr Real Estate Investments as the Director of Development, working exclusively on LIHTC transactions. In 2010, Marissa was hired as the Vice President of Development for Commonwealth Development Corporation. While at Commonwealth, Marissa developed 24 LIHTC developments throughout the country. During her leadership of the development arm of Commonwealth, the company successfully entered new markets and was awarded LIHTC allocations on 6 developments that she originated as a first-time applicant. In 2020, Marissa started Mosaic Marissa Downs Ventures, in an effort to provide a unique approach to real estate President development with a focus on quality and integrity. Mosaic Ventures specializes in affordable housing development through Mosaic Development, LLC. 16 FORE Development + Investment was established in 2016 with the goal of acquiring, developing, and managing high quality commercial real estate developments throughout the state of Wisconsin. To date, the FORE team has developed more than 184,000 SF of real estate in excess of $34,000,000. Since 2018, the FORE team has specifically focused on multifamily and mixed-use projects. As of November 2021, the team will have 150 units under ownership/management and has plans to develop an additional 100 units in 2022. Dan Klister Partner, FORE Development + Investment Prior to starting FORE, Dan worked as a tenant-representation broker at Mid-America Real Estate in Milwaukee, WI helping tenants such as Starbucks, AT&T, Panera Bread, and Chipotle expand throughout Wisconsin. After taking a development and acquisitions position at Verdad Real Estate, Dan relocated to Denver, CO to work with several national retail clients, helping them expand across the country. Dan’s 10 years of brokerage and development experience prove advantageous when working on land acquisition and negotiation, project planning, and financing. Dan is a graduate from Marquette University with degrees in Real Estate and Finance. Tom Klister Partner, FORE Development + Investment Prior to joining FORE, Tom was a Financial Analyst at Ernst & Young on the Transaction Real Estate Team in Chicago, IL. Tom helped serve various client types including Private Equity, REITS, and other financial service firms. He has assisted with numerous valuations for various property types including retail, office, industrial, and healthcare. Tom now leads all financial management and reporting for assets owned by FORE Development. Tom graduated from the University of Wisconsin-Madison School of Business with degrees in Real Estate and Finance, Investment, and Banking. Jack Klister Partner, FORE Development + Investment In 2018, Jack joined FORE Development + Investment after working as an Analyst in the Chicago office for Stan Johnson Company, a nationally recognized investment sale brokerage company that specializes in the sale of primarily single tenant, NNN lease retail assets. Jack leverages his brokerage experience for FORE with retail market research and transaction management. He primarily specializes in the everyday management of the multi-family properties, with his main roles consisting of leading marketing and leasing efforts, tenant correspondence, maintenance coordination, and other administrative tasks. Jack graduated from the University of Wisconsin-Madison School of Business with a degree in Real Estate & Urban Land Economics. 17 Recent Projects 3001 Community Way Menasha, WI 64 Units Opening November 2021 306 Linda Boulevard Greenwood, WI 32 Units Built in 2020 201 E College Avenue Appleton, WI 21 Units + 2 Commercial Spaces Built in 2019 118 N Durkee Street Appleton, WI 33 Units Built in 2019 18  Douglas Page, NCARB, AIA President / Chief Executive Officer As one of the founders of Performa, Doug has over 35 years of diverse experience in architectural and engineering practice. In addition to the program and project management for selected projects, he provides the critical operating processes and organization to effectively transition projects from planning into capital initiatives. Throughout his experience, Doug has managed highly complex and large-scale corporate, law enforcement and higher educational facilities projects throughout the country. His primary expertise lies in contracting methodologies and cost saving construction strategies which resolve the most complex construction cost, schedule, and constructability challenges. In addition to leading projects and working with Performa clients personally, Doug is a highly regarded resource available to all Performa consultants serving our clients. EDUCATION University of Wisconsin - Milwaukee Bachelor of Science/1984/Architecture dougp@performainc.com REGISTRATIONS Registered Architect: AL, AZ, CO, GA, IL, IN, IA, MI, MN, MS, MO, NC, OH, PA, TX, VA, WI PROFESSIONAL ASSOCIATIONS National Council of Architectural Registration Boards (NCARB) American Institute of Architects (AIA) National Trust for Historic Preservation COMMUNITY Greater Green Bay Boys & Girls Club Board NEW North Board Experience MULTI-FAMILY Gabriel Lofts, Appleton, WI 123 N Broadway, De Pere, WI The Braebourne Condominiums, Green Bay, WI HIGHER EDUCATION St. Norbert College Mulva Family Fitness & Sports Center, De Pere, WI St. Norbert College Gehl-Mulva Science Center, De Pere, WI St. Norbert College Michels Commons, De Pere, WI St. Norbert College Gries Residence Hall, De Pere, WI CORPORATE/WORKPLACE Community First Credit Union Corporate Office, Appleton, WI Dudley Tower, Wausau, WI Plexus Corporation EMS Facility, Neenah, WI Titletown Office, Green Bay, WI Festival Foods Corporate Office, De Pere, WI Foth Corporate Headquarters, De Pere, WI Jewelers Mutual Insurance Office, Neenah, WI Kimberly-Clark FemCare & Office, Neenah, WI Oshkosh Corporation Global Headquarters, Oshkosh, WI Skyward World Headquarters, Stevens Point, WI 19  Ryan Bakke, NCARB, AIA Architect Ryan’s 18 years of experience include projects across North America, Asia and the Middle East. His commitment to sound design principles allows him to dive deeply into all aspects of the project while never losing sight of the overall design objectives. With a proven track record of leading projects through all phases of preplanning to construction, Ryan provides clear solutions to organizations that face complex challenges. He has extensive experience in serving clients with various facility needs such as performing arts, commercial, institutional, multifamily residential, mixed-use and religious facilities. He works with clients to craft solutions that assist and elevate an organization’s brand and identity and will incorporate the context and fabric of the community into the design within which it is placed. EDUCATION Iowa State University Bachelor of Architecture/2003 REGISTRATIONS Registered Architect: Illinois, Wisconsin ryanb@performainc.com PROFESSIONAL ASSOCIATIONS National Council of Architectural Registration Boards (NCARB) American Institute of Architects (AIA) Experience MULTI-FAMILY Gabriel Lofts, Appleton, WI Legacy Hotel, Green Bay, WI Park Central, Appleton, WI 201 West Wisconsin, Neenah, WI 123 N Broadway, De Pere, WI The Braebourne Condominiums, Green Bay, WI HIGHER EDUCATION St. Norbert College River Walk Master Plan, De Pere, WI St. Norbert College Priory Student Housing, De Pere, WI Northeast Wisconsin Technical College - Great Lakes Energy Education Center, Green Bay, WI Gibbons and Steger Building, Student Housing, Chicago, IL* COMMUNITY Menominee Indian Tribe of Wisconsin Family & Community Engagement Center, Keshena WI CORPORATE/WORKPLACE Community First Credit Union Corporate Office, Appleton, WI Community First Credit Union Menasha Branch, Menasha, WI Faith Technologies Office Build-Out, Menasha, WI Initiative One Office Build-Out, Green Bay, WI One Menasha Center, Menasha, WI Oshkosh Corporation Global Headquarters, Oshkosh, WI Skyward Corporate Headquarters, Stevens Point, WI Sports Complex Prototype Design, Green Bay, WI Greenland Center, Wuhan, China* Kingdom Tower, Jeddah, Saudi Arabia* * Project completed prior to joining the Performa team 20 Gabriel Lofts Through Performa’s thoughtful design and planning, the building has been reimagined once again. Transforming into Fore Development & Investment Group luxury apartments that will continue the longstanding tradition De Pere, WI and expectation of superior quality and service with FORE Development and Investment Group. The Gabriel Furniture building has been a lasting fixture on the corner of College Avenue and S. Morrison Street for over a century. Built in 1888 as the Konemic Lodge by the Independent Order of the Odd Fellows, it was the first home to travelers and several Appleton organizations. Some thirty years later, Joseph Gabriel opened Gabriel Furniture and established one of our community’s most hospitable businesses that have flourished over the last ninety years, most recently by the way of Joe and Ruby Wells. 21 Braebourne Condominiums The early roots of the Allouez riverfront trace back to the Braebourne Estate. This estate once defined Riverside Drive. Best Built Our design for this luxury condominium builds on this legacy, Green Bay, WI creating a new chapter for the estate and neighborhood. Thirty-five well-appointed residences with exclusive shared amenities such as a sky-terrace and rooftop dog-park take full advantage of the sweeping views up and down the Fox River. Being sited at the bank of the river gives the residents direct access to the Fox River trail and a boat dock. 30 units face the water with outdoor room-sized balconies and windows that open up the living and dining space to the views. All residences have indoor parking. Luxurious end residences units wrap around the building on three exposures to provide natural cross-ventilation within the units. 22 Legacy Hotel The Legacy Hotel will be approximately 90,000 square feet, five stories tall with an exterior of glass, stone and metal panel. Private Investors The Legacy will include a total of 80 guest rooms comprised Green Bay, WI of 66 studio suites, 11 classic suites and three grand suites. There will also be a lobby bar, cafe and restaurant (Brasserie) on the main level, as well as a smaller bar and rooftop patio on the fifth floor. Also included in the design are several meeting rooms, a wellness spa and fitness center Property owner Vicki Fabry shared, “we want to create a boutique hotel that is unique and a welcoming entity in the community”. She further shared the intention “to open the corridor between Lambeau Field and the area to the East known as the Legends District”. 23 Scott Kindness, RA Mike Oates, RA, CDT CLIENT EXECUTIVE : LIVING STUDIO DIRECTOR AFFORDABLE HOUSING SPECIALIST With over 30 years of experience in the public and Mike provides the guidance and direction needed to private sector, Scott has honed his skills as a ensure superior project results. He serves as a problem successful designer and facilitator through different solver and motivator throughout the building process projects in a variety of markets. Scott’s expertise – from design through construction documents. Mike has stems from understanding the DNA of developers. extensive experience in all types of hospitality and living environments including affordable housing, mixed use Weaving together fiscal stewardship, creative design developments, senior housing, and campus based and practical application, he works diligently to independent living. Mike has worked with a number of create thoughtful and unique solutions to elevate his projects throughout the years to receive WHEDA funding clients’ projects. and historic tax credits. FEATURED PROJECTS FEATURED PROJECTS • HACM Westlawn Gardens Two – Milwaukee, WI • Century City Lofts – Milwaukee, WI • Franklin Square Apartments – Milwaukee, WI • Commonbond, Franklin Place Phase I – Franklin, WI • River Place Lofts LLC, Phase I – Milwaukee, WI • Commonbond, Summit Village – Oconomowoc, WI • Stonehouse Development – Madison, WI • Franklin Square Apartments – Milwaukee, WI • Harambee Scattered Sites – Milwaukee, WI EDUCATION • Heart & Hope Place – Milwaukee, WI Master of Architecture • Lindsay Heights Neighborhood Stabilization – Milwaukee, WI University of Wisconsin-Milwaukee, 1987 • Millennium Affordable Condos – Milwaukee, WI • Stonehouse Development – Madison, WI Bachelor of Science, Architectural Studies University of Wisconsin-Milwaukee, 1984 EDUCATION Bachelor of Science, Architecture REGISTRATION University of Wisconsin-Milwaukee, 1989 Architect: Wisconsin, 1990 Foreign Studies Program, Oxford, England + Paris, France, University of AFFILIATIONS Wisconsin-Milwaukee, 1989 • Trinity Housing Former Board Member • YMCA Former Board Member REGISTRATION • University of Wisconsin-Milwaukee + MIAD Guest Lecturer Architect: Wisconsin, 1994 CERTIFICATIONS / ACCREDITATIONS • Construction Documents Technologist (CDT) 24 Charlie Robertson, AIA, CDT Shane Grandbois PROJECT MANAGER PROJECT SPECIALIST Charlie brings a perceptive and well-informed knowledge Shane strives to create the highest quality work from of living environments. His strong attention to detail, overall concept to the smallest detail. He works with positive energy and enthusiasm for understanding client project teams and clients to create designs that are not needs and wants elevate the designs he manages. Charlie only aesthetically pleasing but also functional. He is will lead the team to ensure superior project results. driven by a passion for all architectural elements which lends itself to many markets, but his primary focus is FEATURED PROJECTS multi-family residential, mixed-use and senior living. To • HACM Westlawn Gardens Two – Milwaukee, WI Shane, successful design is the product of fulfilling the • River Place Lofts LLC, Phase I – Milwaukee, WI goals of the client while also providing for the needs of • Stonehouse Development – Madison, WI the residents. EDUCATION Bachelor of Science, Architectural Studies, FEATURED PROJECTS • Brewery Point, Apartments – Milwaukee, WI University of Wisconsin-Milwaukee, 2011 • Century City Lofts – Milwaukee, WI • Franklin Square Apartments – Milwaukee, WI REGISTRATION • Life Creek Village, Proposed Senior Housing – Oak Creek, WI Architect: Wisconsin • Park East Commons, Workforce Housing – Milwaukee, WI • Prospect Heights, Workforce Housing – Milwaukee, WI CERTIFICATIONS / ACCREDITATIONS • Summit Meadows, Workforce Housing – Summit, WI • Construction Document Technologist (CDT) • Stonehouse Development – Madison, WI AFFILIATIONS • American Institute of Architects (AIA) EDUCATION Master of Architecture, University of Wisconsin-Milwaukee, 2002 Bachelor of Science, Architectural Studies, University of Wisconsin-Milwaukee, 1995 AFFILIATIONS • Gerald Ignace Indian Health Center 25 AFFORDABLE HOUSING EXPERIENCE Through a collaborative process, we navigate complex requirements to produce well-rounded plans that create an attractive and viable development. We design custom environments connected to the community and its history, while layering dynamic and discoverable features throughout the spaces for authentic identity. Supportive living settings of today go beyond providing shelter by fostering social interactions and bridging connections within communities. To support this, the architectural design needs to function at the interior and exterior level, creating neighborhood-centric identity that provides meaningful connections and resident engagement. Allied Drive Clare Heights Hawthorne Apartments Prairie Oak Madison, WI Milwaukee, WI Waterloo, WI Verona, WI Alta Mira Clare Meadows Heart & Hope Place Red Pines At Brightonridge Menomonee Falls, WI Franklin, WI Milwaukee, WI Greenfield, WI Angell Park Apartments Deerwood Crossing Hillside Woods I & II Sinsinawa Academy Apartments Madison, WI Brown Deer, WI Delafield, WI Sinsinawa, WI Autumn West Francis Meadows Jackson Square Condos St. Clare Terrace Milwaukee, WI Burlington, WI Milwaukee, WI Milwaukee, WI The Breese Francis Woods King Heights State & Main Madison, WI Franklin, WI Milwaukee, WI Racine, WI Brewery Point Franklin Meadows Lake Oaks Veterans Manor Milwaukee, WI Franklin, WI Racine, WI Milwaukee, WI Buena Vista Franklin Square The Lyric Westlawn Gardens Menomonee Falls, WI Milwaukee, WI Madison, WI Milwaukee, WI Cedar Creek Frost Woods Maria Linden Woodfield Village Mosinee, WI Monona, WI Milwaukee, WI Howard, WI Center For Veteran’s Issues Granville Heights Parkwest Townhouses Milwaukee, WI Milwaukee, WI Milwaukee, WI Century City Lofts Green Ridge Powder Hill Milwaukee, WI Greenfield, WI Hartford, WI 26 CENTURY CITY LOFTS AFFORDABLE HOUSING + NEW CONSTRUCTION Design an affordable + safe living environment in an urban setting Century City Lofts is an affordable housing development located near a former automotive manufacturing plant and serves as an important component in an effort to revitalize a Milwaukee northside neighborhood. With security heavily emphasized during the design process, the project provides safe, high-quality affordable housing. This unique, modern development consists of a four- story apartment building with 29 rental units and a two-story town home-style building with 8 rental units. The apartments range from one to three bedrooms, and have been financed with WHEDA tax credits. A community room on the ground floor displays artwork from the community brightening up the surround urban neighborhood. DETAILS 59,200 sq ft Milwaukee, WI • 37 units • WHEDA tax credits • Fitness facility • Community room • Business center • Covered parking AWARDS • Mayor’s Design Award - City of Milwaukee 27 HEART & HOPE PLACE NEW CONSTRUCTION Design a sustainable environment with families in mind This four-story, affordable housing development consists of 24 units that are designed with families in mind. The building also includes several amenities such as a community room, laundry rooms, fitness room, tenant storage as well as covered parking, surface parking and a playground. Green Built Homes™ concepts have also been implemented to create an energy-efficient, sustainable environment. DETAILS 35,000 sq ft Milwaukee, WI • 24 units • Community room • Laundry rooms • Fitness room • Tenant storage • Covered parking • Surface parking • Playground 28 FRANKLIN SQUARE AFFORDABLE HOUSING + NEW CONSTRUCTION Create community through green building + amenities This two-building affordable housing project was planned to encompass the majority of a city block and integrate with an existing affordable housing building and several community service buildings to create a cohesive development. The first component of the project is a four-story multi-family building that includes a community room, fitness room, laundry rooms, tenant storage and covered parking. The second component, located on the opposite corner of the site, is comprised of six town homes and four flats. Each unit has a private backyard and a dedicated garage. Green Built Homes™ concepts have been implemented to create an energy-efficient, sustainable building. Community gardens are located in the middle of the block and accessible to building occupants and the neighboring community. DETAILS 63,000 sq ft Milwaukee, WI • 26 units • 6 townhomes • 4 flats • Community room • Fitness room • Laundry room • Tenant storage • Covered parking • Community gardens 29 STONE HOUSE DEVELOPMENT, INC. THE LYRIC + THE BREESE MIXED-USE + APARTMENTS + NEW CONSTRUCTION Two buildings that maximize the interior + exterior spaces EUA designed the 11-story mixed-use building, The Lyric, and the adjoining 4-story wood-frame affordable housing, The Breese. This project spans half a city block and was finished in two phases: the first being The Lyric followed by The Breese. The first three floors of The Lyric are filled with retail stores and office space. EUA worked with many of the tenants throughout the design and construction phases, ensuring a smooth process for the developer and tenants. The following seven floors are filled with high-end studio, one- and two-bedroom apartments. Covered in glass, the 11th story is a rooftop common area for tenants to enjoy. With high demand for family housing, The Breese, a four-story, handicap accessible, affordable housing building was constructed and connected to The Lyric through underground parking. Zoning complexities with an 11-story concrete, and 4-story, wood frame project were mitigated with early and frequent communication with the city, neighbors and alderman throughout the project. DETAILS 496,039 total sq ft 291,800 sq ft mixed-use 136,239 sq ft parking garage 68,000 sq ft affordable housing Madison, WI • 138 units in The Lyric | 65 units in The Breese • 368 underground parking stalls • Fitness, rooftop terrace, community room AWARDS • Silver Award - Assoc. Builders + Contractors of WI Projects of Distinction • Top Project - Daily Reporter • Build WI Award - Assoc. General Contractors • Mayor’s Design Award - City of Madison 30 WESTLAWN GARDENS MIXED-USE + MIXED-INCOME HOUSING + REDEVELOPMENT + NEW CONSTRUCTION [LEED ND SILVER] Transforming Wisconsin’s largest public housing neighborhood into sustainable mixed-use community Originally built as barrack-style housing units more than 50 years ago on Milwaukee’s northwest side, Westlawn Gardens required significant attention to improve the lives of its residents, many of whom are low income minorities. With a focus on financial, social and ecological sustainability, the neighborhood is now a pedestrian-oriented, vibrant, mixed-use area, challenging the perception of public housing. By offering a mix of apartments, town homes and duplexes, all of which are designed to LEED standards, the community is able to meet the variety of needs of its citizens. Homes were built with weather-resistant materials and insulation to endure long Wisconsin winters and minimize maintenance and heating costs, while extending the life of the structures. Uniquely, the housing authority acted as their own developer, allowing additional funding to pour back into the project and continue onto phase two of the project, which will more than double the current available housing and incorporate additional market rate homes and rental units. DETAILS 75 acres (Phases 1 + 2) Milwaukee, WI • 250 LEED standard affordable housing units • 30,000 sq ft community garden • Renovated elementary school + community center • Playground • Retail • Improved air quality • Ecological stormwater management AWARDS • HUD Secretary’s Opportunity + Employment Awards - National Planning Association 31  PRESIDENT aarndt@catalystbuilds.com (414)727-6840, ext. 1001 B.S. Civil Engineering | University of Wisconsin Platteville Village Pointe Commons | Grafton, WI $32 million new senior living community Drexel Ridge Apartments | Oak Creek, WI St. Thomas More High School Board of Directors | Chair $24.5 million new multi-family complex (290 units) St. Thomas More High School | Facilities Committee St. Augustine of Hippo Church | Member KinetiK Apartments | Bay View, WI Construction Leadership Council (AGC) | Steering Committee $23 million new mixed-use development (144 units) Construction Mentor | Milwaukee School of Engineering Senior Design Judge | Milwaukee School of Engineering Metreau Apartments | Green Bay, WI $22 million new mixed-used development (108 units) The Rhythm | Milwaukee, WI As the overall project leader, Adam brings a unique $18 million 140-unit multi-family building understanding of the owner’s priorities for the project and the responsibilities of the construction manager. Adam will work The Woodlands Apartments | Menomonee Falls, WI with owners to understand their mission, wants, and constraints $15 million multi-family housing complex and helps find unique solutions to the problems that many mission-driven companies face. During his time at Catalyst, Freshwater Plaza | Milwaukee, WI Adam has become an expert in all phases of the construction $14 million new L-shaped, four story mixed used building process including estimating, scheduling, contract writing, owner direct purchases and on-site field supervision. With this Aspire Apartments | Wauwatosa, WI experience, Adam is able to successfully oversee projects and $12 million student housing and classroom complex provide leadership with a unique perspective that few can match. VUE Apartments | Bay View, WI $10 million 69-unit apartment 32  PROJECT EXECUTIVE rwoodwick@catalystbuilds.com (920)212-0725 Fox Valley Technical College St. Paul’s Early Childhood Center | Appleton, WI Major: Construction Management Technology $2 million early childhood center addition Luther High School - Rise Up and Build | Onalaska, WI $7.5 million 36,000sf performing arts center & classroom addition LEED Green Associate Luther High School Phase II | Onalaska, WI $1,700,000 entry addition and interior renovation 2018 Project Manager of the Year Seven04 Place Apartments | Milwaukee, WI $12.6 million new four-story, 60-unit apartment building The Daily Reporter, Milwaukee St. John’s Lutheran Church | Two Rivers, WI $7,675,000 worship and gathering addition Riley Woodwick joined Catalyst Construction in May of 2014 as a project engineer, bringing more than seven 8th Street Apartments | Sheboygan, WI $13,700,000 143,000 sf multi-family living building years of experience in the construction industry. Riley’s responsibilities include project management, assisting with estimating, and obtaining and evaluating bids as well as Good Shepherd Lutheran Church & School | West Bend, WI 14,000sf addition of new classroom, gathering and office space communicating with architects, engineers, owners, subcontractors, and suppliers. As a native of Minnesota, Riley attended Fox Valley Technical College, majoring in Artist Lofts | Manitowoc, WI $6.4 million adaptive reuse project of historic Mirro Plant Construction Management Technology. He is also a LEED Green Associate. Freshwater Plaza | Milwaukee, WI $14 million four-story mixed-used building ALDI Inc | Tomah, WI $1.2 million expansion and remodel 33  DIRECTOR OF FIELD OPERATIONS rhephner@catalystbuilds.com (920)418-3874 Leadership AGC, AGC office - Madison, Wisconsin Metreau Apartments | Green Bay, WI Supervisory Training Program, Northeast WI Technical $22 million new mixed-used development College Carpenter Apprenticeship, Lakeshore Technical College Artesa Apartments | Mequon, WI Wood Technics Program, Fox Valley Technical College $7.1 million new 33-unit apartment building WLHS Student Housing | Honey Creek Apartments Milwaukee, WI Vice President of a Youth Wrestling Club $14.6 million 3-story dormitory & 5-story apartment building High Pointe Apartments | Sheboygan, WI $13.2 million new multi-family apartment building Roy Hephner joined the Catalyst team in August 2012 as a Project Superintendent. He brings over 30 years of experience Fairfield Inn | Milwaukee, WI in the construction trades. Roy began as a carpenter laborer $7.8 million new hotel and worked his way up by becoming a carpenter, foreman, job superintendent and is now the Director of Field Services. LUXE Apartments | Sheboygan, WI After many years, Roy began work in other areas of the $8.4 million new multi-family apartment building construction industry, including pre-cast and steel construction management at two prominent commercial construction Orthopaedic Hospital of Wisconsin | Glendale, WI companies, and project management of anaerobic digesters $6.4 million new two-story, 42,678sf medical office building in the United States and globally. As a general contractor he completed hospital remodeling and additions, industrial Fox Valley Lutheran High School | Appleton, WI construction, churches, schools and retirement facilities, and $5.1 million addition and renovation managed other high-profile projects including a stadium and parking deck. Roy enjoys all aspects of construction and is Rocketship School | Milwaukee, WI highly motivated with a reputation for having an excellent $4.3 million new construction and renovation work ethic, being a team player and completing work timely and with the highest quality. He currently oversees all Catalyst Project Superintendents. 34  DIRECTOR OF PRECONSTRUCTION ewilliams@catalystbuilds.com (414)587-5062 B.S. Construction Management | MSOE Sheboygan Lutheran High School | Performing Arts Center Sheboygan, WI 33,000 sq ft performing arts center and classroom addition LEED® 2.0 Accredited Professional Vision Property Group | Ambulatory Surgery Center Oak Creek, WI 11,300 sq ft ambulatory eye surgery center Luther Memorial Church & School | Financial Secretary Luther Memorial Church & School | Building Committee Holiday Inn Express & Suites Chair West Allis, WI American Society of Professional Estimators | Member 60,408 sq ft, 107 room new hotel St. Jocobi Lutheran Church | Building Addition Greenfield, WI As the Preconstruction Leader for the project, Eric is 20,250 sq ft fellowship hall & classroom addition responsible for estimating the project throughout the various phases of design. His understanding of “how” buildings are Concordia University WI | Cafeteria Remodel put together helps him develop accurate construction Mequon, WI budgets at the earliest phases of design. Eric focuses on Full remodel of the school’s existing Cafeteria & Kitchen creating accurate budgets by quantifying and pricing the project at a detailed level and then communicates the scope Charter Steel clearly and completely, so all stake holders know exactly Saukville, WI “what is in” the budget. Eric also leads the bidding process by developing work scopes by trade, analyzing bids upon Coil Storage Expansion receipt and providing thorough scope reviews of all subcontractors. All of Eric’s work ensures that the project Kohler Co. | The American Club remains on budget and the owners know where their money Kohler, WI is being spent on the project. Remodel of all guest rooms in The Carriage House 35  SUPERINTENDENT bmatter@catalystbuilds.com (920)960-2151 Kettle Moraine Lutheran High School | Jackson, Wisconsin Kettle Moraine Lutheran High School (in progress) Wisconsin Dwelling Contractor License Jackson, Wisconsin Good Shepherd Lutheran West Bend School Board Member Aldi’s Expansion Wacousta Lutheran Campbellsport School Board Member Waupaca, Wisconsin Trinity Lutheran Dundee | Buildings & Grounds Board Faith Lutheran Fond du Lac | Buildings & Grounds Board Faith Lutheran Fond du lac | Building Committee Member Drexel Ridge Apartments Wild Wings Sportsman Club | Member Oak Creek, Wisconsin Campbellsport Sportsman Club | Member Wescott Sportsman Club | Member Winnebago Lutheran High School Trap Shooting Coach St Johns Lutheran Church Two Rivers, Wisconsin Brian joined Catalyst Construction in _____ of ___ as a project superintendent, bringing more than 20 years of experience in the construction industry. Prior to working at Catalyst, Brian owned and operated his own construction business for 16 years. He also was a superintendent for a commercial roofing company. Brian has experience supervising multiple trades on multi-family housing projects and has supervised and trained finished carpenters on commercial and residential projects. Brian, a team leader with hands-on experience, is detail oriented and has advanced problem solving skills. His responsibilities include supervising the field construction of a project and to complete the work on schedule, within the budget and to the quality of workmanship specified. 36 Building Name and Address Architect Seven04 Place Apartments Arc-Int, LLC 704 W. National Ave 131 West Seeboth, Suite 230 Milwaukee, Wisconsin 53204 Milwaukee, Wisconsin 53204 Owners Project Budget Information Impact Seven & Rule Enterprises Project Costs: $12,600,000 Project Profile/Services Provided Seven04 Place Apartments is made up of 60 units – 14 of which are reserved for veterans and Project Schedule Information others who have struggled with housing stability – includes a mix of one-, two- and three- Completion Date: December 2018 bedroom units in a four-story building. The now-demolished buildings on the 1.75-acre site were used for storage by local grocer El Project Personnel Rey before the development team acquired the site. Prior to that some of the site was used by a Matthew Burow, Project Executive dry cleaner, which left heavy environmental contamination. Adam Arndt, Director of Preconstruction Services Riley Woodwick, Project Manager The project received support from the City of Milwaukee via a developer-financed tax- incremental financing district, Housing Trust Fund grant and HOME program grant. Brian Melstrand, Project Superintendent The Wisconsin Housing and Economic Development Authority provided $6.4 million in competi- tively-awarded low-income housing tax credits. They also provided a construction loan and a long-term loan. The Wisconsin Economic Development Corporation provided a brownfield cleanup grant. Terms of the TIF district required that 40 percent of the project “worker hours” be completed by unem- ployed or under-employed city-certified participants in the Residents Preference Program. Quali- fying small business enterprises were required to complete 25 percent of the project’s costs. A group of Seniors from Bradley Tech High School applied and were selected to visit the site monthly to get a hands-on learning experience of the different aspects of the construction pro- cess. 37 Building Name and Address: Architect: Brewery Point Apartments Eppstein Uhen Architects 9th and Winnebago Contact: Mike Oates (414-291-8108) Milwaukee, WI 53205 333 East Chicago Street Milwaukee, WI 53202 Owner: CommonBond Communities Project Budget Information: Contact: Bob Mueller (651-290-6213) Estimated project costs: $5,700,000 328 E. Kellogg Blvd. St. Paul, MN 55102 Final Project Costs: $5,950,000 Project Profile/Services Provided: Project Schedule Information: In 2011, Catalyst Construction was selected by CommonBond Communities, Design Phase: 12 months based in St. Paul, Minnesota, to build a new low-income housing facility in the Construction Phase: 9 months historical Pabst City Development area. Brewery Point is a 59,000 sf, 48-unit Actual Start Date: March 15, 2012 apartment complex, with underground parking. Catalyst worked with the architect early in the design process to analyze efficient uses of mechanical, electrical, and Project Personnel: plumbing systems, and soil retention systems that reduced project cost and al- Matt Burow, Project Executive lowed the development to receive funding. Catalyst worked with WHEDA and the Andy Reahm, Chief Estimator City of Milwaukee to insure all MWSBE requirements were met and exceeded the Scott Boettcher, Senior Project Manager City required 18% with 26.5% MWSBE participation. Catalyst also achieved local Larry Koch, Project Superintendent participation (Workforce Development) in over 18 different trades with 12+ workers. Throughout the design, development, and construction processes, Cata- lyst problem solved and worked collaboratively with the Owner and designer to insure the project was on budget throughout design and construction. 38 Building Name and Address: Architect: Welford Sanders Lofts Continuum Architects + Planners, SC 2821 North 4th Street 228 S First St, Suite 301 Milwaukee, WI 53212 Milwaukee, WI 53212 Owner: Project Budget Information: Wisconsin Redevelopment & Martin Luther King Economic Development Project Costs: $19,900,000 7611 Hardwood Ave Wauwatosa, WI 53213 Project Schedule Information: Completion Date: April 2018 Project Profile/Services Provided: Catalyst Construction converted the 184,843 square-foot former Nunn Bush Project Personnel: Shoe Co. factory into a mix of offices and apartments. A partnership comprised Matt Burow, Project Executive of Wisconsin Development, and the non-profit Martin Luther King Economic Adam Arndt, Director of Preconstruction Development Corporation, is redeveloping the property. They’ve converted the Dave Rhoda, Senior Project Manager complex into 59 apartments and 38,000 square-feet of office space. As part of Robert Christie, Project Superintendent the conversion, a two-story, 1960s-era addition was demolished to form an interior courtyard space inside of the historic u-shaped complex. The complex looks and feels more like something one would expect in the Historic Third Ward. High ceilings, large windows, wood floors and lots of brick are found throughout, making it a logical conversion to apartments. Of the 59 planned apartments, 47 are made available via low-income housing tax credits to residents earning no more than 60 percent of the area’s median income. The apartments are a mix of two-, three- and four-bedroom units. The apartments are accessed via N. 5th St., the factory’s historic entrance. 39 Building Name and Address: Architect: Artist Lofts Quorum Architects 2402 W Franklin Street 3112 W Highland Blvd Manitowoc, WI 54220 Milwaukee, WI 53208 Owner: Project Budget Information: Impact Seven Project costs: $6,850,000 147 Lake Almena Drive Almena, WI 54805 Project Schedule Information: Design Phase: March 2015 - September 2015 Project Profile/Services Provided: Completed: July 2016 Artist Lofts is an adaptive reuse project of the five-story historic Mirro Construction Phase: 10 Months Plant #3 in Manitowoc. This 40-unit affordable housing project features loft-style 2-and 3-bedroom apartments and extraordinary Project Personnel: community spaces including an art gallery on the first floor. This Matthew Burow, Project Executive project received multiple financial incentives including Federal and Adam Arndt, Director of Preconstruction Services State Historic Tax Credits, WHEDA Financing, HUD Financing, and Dave Rhoda, Sr. Project Manager Green Built Home Credit Certification. Dan Luedke, Project Superintendent 40 Building Name and Address Architect Thirteen31 Place Apartments Arc-Int Architecture 1331 West National Avenue 131 West Seeboth Street #230 Milwaukee, WI 53204 Milwaukee, WI 53204 Owner Project Budget Information Rule Enterprises Projected Project Costs: $12,715,237 1023 S. 26th Street Milwaukee, WI 53204 Project Schedule Information Anticipated Completion Date: November 2021 Project Profile/Services Provided Thirteen31 Place Apartments is a proposed 89-unit affordable development located in Project Personnel the Walker’s Point neighborhood of Milwaukee, Wisconsin. Adam Arndt, Project Executive Eric Williams, Director of Preconstruction The Development site is approximately 72,000 square feet of land (1.72 acres) at the Riley Woodwick, Sr. Project Manager intersection of S. 14th Street and W. National Avenue. The Development will encom- Brian Melstrand, Project Superintendent pass approximately 85,000 square feet of residential space yielding 89 one-, two- and three-bedroom apartments. Eighty-two percent of the units will be affordable: 18 units at or below 30% of the Area Median Income (AMI), 36 units at or below 50% AMI, 20 units at or below 60% AMI, and 15 market rate units. This $17.5 Million development will be financed with a combination of 9% Low Income Housing Tax Credit equity, Federal Home Loan Bank – Affordable Housing Program (AHP) funds, City of Milwaukee HOME Funds, WEDC Brownfield Grant, and a first mortgage. This development will contribute to the revitalization of the Walkers Point neighborhood while creating affordable apartments in a neighborhood starting to expe- rience gentrification. 41 Building Name and Address: Architect: Franklin Meadows Eppstein Uhen Architects 7704 S. 51st Street 333 East Chicago Street Franklin, WI Milwaukee, WI 53202 Contact: Mike Oates (414) 291-8108 Owner: CommonBond Communities Project Budget Information: Final Project Costs: $3,300,000, Lump Sum 328 E. Kellog Blvd. St. Paul, MN 55102 Project Schedule Information: Contact: Bob Mueller (651) 290-6213 Design Phase: 4 Months Construction Phase: 8 Months Project Profile/Services Provided: Start Date: September 2012 Catalyst Construction was selected by CommonBond Communities, based in St. Paul, Minnesota, to build a new senior housing facility in Franklin, Wiscon- Project Personnel: sin. Franklin Meadows, a HUD financed, prevailing wage project, is a 3-story, Matthew Burow, Project Executive 30-unit, wood frames, slab-on-grade, 27,270 square foot building. Jeff Wheeler, Sr. Project Manager Chris Hansen, Project Superintendent 42 Building Name and Address Architect Point Place Stephen Perry Smith Architects, Inc. 7945 Tree Lane 215 N Water Street Suite 250 Madison, WI 53717 Milwaukee, WI 53202 Owner Project Budget Information CommonBond Communities Anticipated Project Costs: $7,500,000 1080 Montreal Avenue St. Paul, MN 55116 Project Schedule Information Anticipated Completion Date: Spring 2020 Project Profile/Services Provided Four Stories Project Personnel Underground Parking Adam Arndt, Project Executive 54 Units Eric Williams, Director of Preconstruction Services Low-income Senior Housing Kathryn Sullivan, Project Manager 1-2 bedroom units Jason Everson, Project Superintendent 1,100 sq/ft per floor 43 Building Name and Address Architect Truman Olsen Arc-Int 1402 S. Park Street Madison, WI 53715 Project Budget Information Anticipated Project Costs: $42,100,000 Owner Rule Enterprises, LLC Project Schedule Information Anticipated Start Date: August 2021 Project Profile/Services Provided The Truman Olsen Development (Phase I) is a proposed 150-unit afforda- Project Personnel ble development located in the South Park neighborhood of Madison, Adam Arndt, Project Executive Wisconsin. Eric Williams, Director of Preconstruction Services Riley Woodwick, Senior Project Manager The Development site is approximately 150,000 square feet of land (3.49 acres) just north of the intersection of S. Park Street and W. Wingra Dr. The initial development will encompass approximately 215,000 square feet of residential, commercial and parking space yielding 150 one-, two- and three-bedroom apartments. One hundred percent of the units will be affordable: 30 units at or below 30% of the Area Median Income (AMI), 30 units at or below 50% AMI, 20 units at or below 60% AMI, and 70 units at or below 80% AMI. The development will include a 30,000 square foot grocery store and roughly 3,000 square feet for the GateBridge com- munity development organization. This $42.1 Million development will be financed with a combination of 4% Low Income Housing Tax Credit equity, Federal Home Loan Bank – Af- fordable Housing Program (AHP) funds, City of Madison HOME / Afforda- ble Housing Funds, and a first mortgage. This development will contribute to the revitalization of the South Madison neighborhood while creating affordable apartments in a neighborhood starting to experience gentrifica- tion. 44  KENT HUTCHISON Fabricating Artist WORK EXPERIENCE PERSONAL BACKGROUND Embark City of Green Bay With over 15 years of experience creating large -Embark is a public art piece in Green Bay WI. Standing at 23 ft tall and scale sculptures, murals and other art works for composed of 5 independently moving aluminum sails, it is one of individuals, galleries and municipalities, Kent is Wisconsin's larges kinetic sculptures. The visual character and also motivated to work on collaborative teams that orientation of the axles and sails in Embark were designed to inspire develop a shared vision from multiple intrigue and tension in the viewer. perspectives. Kent has a multidisciplinary background in fabrication that includes advanced Blossom welding techniques, kinetic mechanical Aurora Healthcare engineering and illuminated blown glass. -Blossom was commissioned by Aurora Baycare Medical Center in Kent is also a leader in Public Art advocacy and Green Bay to be placed outside the cancer treatment center. The currently serves on numerous committees and sculpture was designed to emanate life, exuberance and tranquility. boards dedicated to the advancement and The stem and outside petals are fabricated out of coreten steel while understanding of Arts and Culture. the inside plane of the petals is pure copper. Hand-blown glass stamens are internally lite with LED lights. Paul Hartman Pavilion CONTACT Baird Creek Preservation Foundation -The PH Pavilion large public viewing space located on a prairie at the Cell: 920-791-1237 headwaters of Baird Creek 3 miles east of Green Bay on highway JJ. Email: HutchisonArtDesign@gmail.com The pavilion is a 22ft by 22ft pavilion that is raised 4ft off the ground Website: HutchisonArtDesign.com constructed of local timbers with hand hewn joinery and custom aluminum blowing grass hand rails. The pavilion honors Paul Hartman, a man who is a major leader in preserving natural habitats in and around the Green Bay area. EDUCATION University of Wisconsin Stevens Point Major in Fine Art Major in Biology -Emphasis in 3 dimensional design Northeast WI Technical College Advanced Welding 45 September 24, 2021 Ronda Bitney Department of Community & Economic Development 100 N. Jefferson St., Room 68 Green Bay, WI 54301 RE: 1100 Block E. Walnut St. – Development Proposal Dear Ms. Bitney & Staff, Thank you for the opportunity to submit our proposal for the development of the property located at the 1100 Block of E. Walnut St., in Green Bay, Wisconsin. As an experienced service provider (Wise Women Gathering Place) and affordable multi-family housing developer (BlueLine Development), we are excited for the opportunity to partner with Redevelopment Authority of the City of Green Bay (RDA) and for the positive impact and opportunities the creation of this property will have for the individuals and families who will soon call this place Home. Enclosed, please find our proposal and reference documents for Edge of the Woods Place. Development Team: Wise Women Gathering Place, Inc. BlueLine Development, Inc. 1641 Commanche Ave, Ste H. 1004 South Ave. West Green Bay, WI 54313 Missoula, MT 59801 501 (c) (3) non-profit private LIHTC Developer Contact: Beverly Scow, Assistant Director Christian Pritchett, Director of Development P: 920-490-0627 P: 406-214-2052 BScow@wisewomengp.org christian@bluelinedevelopment.com Please let us know of any questions or if additional information is needed. Thank you for the consideration of our request. Beverly Scow, Assistant Director Christian Pritchett, Director of Development Wise Women Gathering Place BlueLine Development  1100 Block E. Walnut St. WWGP & BLD Proposal 2. ALIGNMENT WITH STRATEGY Wise Women Gathering Place, in partnership with BlueLine Development, are proposing the development and new construction of a 60-unit supportive multi-family rental complex, for individuals and families who struggle to find, afford, and maintain housing. As proposed, this affordable housing development would encompass a mix of 1, 2, 3, and 4-bedrooms units, in a single 3-story building with an elevator. The unit mix allows for individuals and families to benefit from the services that Wise Women Gathering Place will offer within the building – which focuses on a holistic approach to individual’s healing and stability. This would include mental and behavioral health services, cultural and life skills services, and other support to walk alongside those experiencing homelessness and assist their transition to becoming housed. Edge of the Woods Place will house individuals and families who earn at or less than 30% of the Area Median Income and are or are at risk of becoming homeless, with a preference given to those of Native American heritage and/or descendancy, as allowed by fair housing. Rental units available for households at this income level were identified to have the greatest shortage (i.e. greatest need) currently and projected over the next 20 years, per the Green Bay Housing Market Study. The Brown County Housing Authority has expressed their support of Wise Women Gathering Place’s plans for PSH and we will be working with them to receive (60) vouchers for this development, to ensure the continued success of the property and its residents. Due to the vouchers attached to each unit a household’s rent payment will be capped at 30% of their gross income, securing housing affordability for the residents and allowing them to focus on and not forego other life expenses such as food, healthcare, and childcare. SAFETY: The community benefits resulting from the implementation of this development include an overall safer and better community with less strain on local resources (up to 50% of costs) such as shelters, food banks, medical and emergency services, and city/county provided services. This is accomplished by providing safe, healthy, and stable housing along with onsite supportive, mental, behavioral, social, and cultural services for the residents – all of which are accomplished with the proposed development. PRODUCTIVE: As an urban infill of a currently vacant lot, the completion of this project will allow for an upgrade in on-street infrastructure to expand the walkability and curb appeal of the existing neighborhood, in addition to a newly constructed, aesthetically appealing and energy efficient building. The project is committed to achieving Enterprise Green Communities certification to ensure efficiency and sustainability are a priority outcome. The increase in property taxes from this development is estimated to be $63,600/yr., with minimal impact to current city infrastructure and provided services, given its location within an existing and active neighborhood. In addition, the proposed development is anticipated to create or sustain (73) jobs during the construction and influence at least (18) full or part-time jobs once in operation. The overall local economic impact is expected to be approximately $4.75MM in the first year and approximately $1.44MM every year thereafter (statistics on job creation and economic impact provided by NAHB, ratio based on 100- unit LIHTC development). ACCESSIBILE FOR ALL: The Edge of the Woods Place will be designed and constructed for individuals and families of all ages and abilities. There will be a community room onsite, along with outdoor gathering space and playground / outdoor recreation area to provide safe access to outdoor physical activities along with an opportunity to build a community. The building will be served by an elevator, allowing individuals with physical disabilities to have the ability to enjoy the upper floors, along with an increased quantity beyond code minimum, of full accessible units for a total of (6). Fully  1100 Block E. Walnut St. WWGP & BLD Proposal accessible units will be designed and constructed to the most stringent of ANSI 117.1 and UFAS/Section 504 requirements. In addition, (3) additional units will be for audio/visual disabilities and all non-fully accessible units will adaptable (Type B), to allow conversion to an accessible unit and the flexibility for residents to age in place. The location of the property is ideal, especially for the population being served as the residents are very likely to depend on local shops, groceries, clinics, etc. being with walking or biking distance. Per www.walkscore.com, this location is considered Very Walkable and Very Bikeable, along with having nearby access to public transit, a necessity for the residents. INNOVATION: The proposed project will expand the residential / multi-family real estate in the local community, along with improve the curb appeal and potentially encourage other redevelopment in the area. The integration of an aesthetically pleasing exterior façade, along with resident access to onsite open spaces and the integration of public art, will enhance and support the connection of residents with the surrounding neighborhood. The true innovation of the proposed project lies within the partnerships and creation of a community. As the lead service provider, Wise Women Gathering Place (WWGP) is known for their collaborative approach and promoting peace, respect, and belonging through skill building, sharing of resources, and caring community support, along with the promotion of healthy relationships at all levels, including with oneself and others. The partnerships will allow residents to have a choice and option of service providers and the services provided, along with mindful referrals to offsite services. Numerous local organizations have been identified as a potential to partner with WWGP on the project including Oneida Behavioral Health. Additionally, the Baeten Counseling & Consultation Team has already committed to providing services to the residents and the local Housing Authority has committed vouchers. This is a project that all involved will be proud of and continue to provide much needed support for the most vulnerable residents and families of Green Bay for years to come. 3. DESIGN AND USE The proposed project includes a (60) unit, deed restricted affordable, permanent supportive rental homes, for individuals and families who are considered most vulnerable in the community and are experiencing or are at risk of homelessness. The project includes a mix of (20) one-, (16) two-, (12) three-, and (12) four-bedroom units, for individuals and families earning at or less than 30% of the Area Median Income. The single building will be (3)-stories and served by an elevator and a secured single point of entry. There will be an enclosed outdoor space and playground for the residents, along with a community room, private conferencing space(s), and secured bike storage. Parking will be onsite and currently consists of underground / podium parking along with surface parking. As preliminary designed, the parking is sufficient for the unit mix and provides one space per unit, as well as visitor spaces, which complies with the relevant parking requirements, per City Code Chapter 44, Article XVIII. Per the zoning ordinance, the parking includes 20% compact spaces, equaliing 15 total spots. Our Zoning strategy meets the City Code requirements for “Mixed Use.” The height requirements limit the building to 35’, which matches the preliminary design shown in the attachments. The only divergence from City Code relates to the setback requirements. The preliminary design building setbacks is based on guidance in the RFP, which differs from the City Code as noted on our drawings. However, if it is determined the City Code prevails, the building layout can be adjusted to accommodate the different setback distances and maintain the character and unit mix, as proposed.  1100 Block E. Walnut St. WWGP & BLD Proposal Shopworks Architecture designed the building to meet the character expectations within the City Code as well as the guidance from the RFP. The ground floor will be characterized by the residential lobby and an urban presence at the corner with pedestrian-scale masonry detailing, and storefront- like fenestration. The south-facing courtyard will front Walnut Street and will be enclosed utilizing a combination of masonry-wall detailing and ornamental fence. Levels two and three of the building are designed to be four-sided architectural design with relief in the form of deep recesses every 20- 25 feet to simultaneously reduce the dimension of the mass and to create a scale that is comfortable with the single-family homes nearby. We are exploring a buff palate that is complementary to the ideas and best practices in supportive housing design, while reflecting the character and heritage of Green Bay. See attached preliminary site plan, elevations, and massing diagrams. These diagrams and drawings are meant to demonstrate the intent of this RFP can be meet in the design, but nothing presented should be understood as final, as the design is in the early phases and modifications are anticipated based on feedback and engagement of other stakeholders as the schematic design progresses. It is the intent of the development team to engage stakeholders, including the City, potential residents, neighbors, and applicable local organizations in a voluntary design workshop. This will allow the neighborhood and others to provide input and help shape the final design and layout of the building and property, the exterior façade, along with the floor plans of the individual units and common spaces. This not only helps provide valuable feedback from those involved, but also helps create a collaborative atmosphere and encourage community engagement. All residents will have access to supportive services – both wholistic cultural services, including life- skills, and intensive services mental and behavioral health, and a preference within the tenant selection process for those of Native American descendancy or heritage, as there is a significant disproportion of this population being at risk of homelessness, along with a substantial positive impact and benefit from involvement in a community. Wise Women Gathering Place, as the lead service provider for the property, has the experience and knowledge of their clients. WWGP identified the common denominator in the struggles of their clients was the lack of access to and ability to maintain safe and healthy housing. With this need identified, WWGP will work with their clients, in addition to numerous local organizations, for referrals to this project. Recent Point-in- Time surveys show an increase in households considered homeless, with the highest population concentration in the Green Bay/Brown County area. In addition, a market study for a similar nearby project, conducted in August 2020 provided an opinion that Edge of the Woods Place would be a very marketable property, a strong capture rate, and anticipated absorption (stabilized occupancy) within four months of completion. The anticipated completion/ready for occupancy of the project pending a successful award of the property, is December 2023. The main driver of the completion date is this project is dependent on an award of Low-Income Housing Tax Credits, which is expected to occur in April 2022 and construction commencement by December 2022. An initial analysis shows the project scores well for an award of the Housing Credits comparatively to previous years, however this also presents a potential challenge in meeting the above timeline. It is the development team’s intent, if awarded the purchase for the Walnut property, to continue fundraising efforts (LIHTC, AHP, HOME, etc.) until sufficient funding is available to develop the project as envisioned.  1100 Block E. Walnut St. WWGP & BLD Proposal 4. INVESTMENT The overall development cost of the project is approximately $15MM, with a land acquisition cost of $89,000, a minimum of 1% or $160,000, whichever is greater, dedicated to Public Art (incorporation on the site and/or around the site). The sources of the development include the following: - Low-Income Housing Tax Credit Equity $10.6MM - City HOME Grant Funds $300,000* - Permanent Mortgage $4.05MM - Deferred Developer Fee $100k *previously awarded in Q4 2020, however must reapply due to project location, unit mix, and funding revisions Expected Project Based Tax Increase: $63,600/year Estimated Property Value at completion: $3,009,200 as restricted/$13,567,081 inclusive of LIHTC proceeds Estimated Hard Construction Costs: $10.8MM, Amount of Requested Public Funding: $300,000 of City HOME funds for purposes of developing income restricted affordable housing See attached preliminary project budget, operating proforma, unit mix, and letters of intent from potential investor and lender for the project. 5. CAPACITY AND EXPERIENCE The development team consists of a primary partnership between Wise Women Gathering Place (WWGP) and BlueLine Development (BLD). BLD specializes in low-income housing and permanent supportive housing financing and development in the western United States, using low-income housing tax credits, tax exempt bonds, HOME Partnership Program Funds, Affordable Housing Program funds (AHP), Housing Trust Funds (HTF), Tax Increment Financing (TIF), RD, RAD, NAHASDA, and other regional and national funding programs. BlueLine Development’s mission is to help communities find solutions to the ever-growing problem of affordable housing. With that in mind, BlueLine, started in 2011 by Kelly Gill and Nate Richmond, is a fourteen-person team with decades of experience with Low Income Tax Credit, affordable multi-family housing, and working with native organizations to build housing. Beyond this, BlueLine’s focus on forming lasting, productive partnerships with local nonprofit organizations and housing authorities looking to expand affordable housing stock in their communities has led to over 40 completed deals. The goal of each development is to provide a comfortable, healthy home to those who need it most. Each project is as unique as the tenants who will inhabit the finished housing which is why BlueLine not only taps into years of experience with established financial programs but also concentrates on creative funding solutions customized to specific, local needs. Please see attached for additional BlueLine Development company information, related experience, and personnel resumes.  1100 Block E. Walnut St. WWGP & BLD Proposal Regarding capacity, BLD is uniquely suited and staffed to ensure every project is a success. The Development teams consist of a Development Manager and/or Project Manager, who are the lead on day-to-day management of the projects, from applications, design, construction, through stabilization. Each Development Team focuses on select geographic regions and/or project types – allowing them to be extremely knowledgeable and familiar with the local jurisdictions, funding requirements/restrictions, and community partners, all to ensure successful implementation of the project. The Director of Development globally oversees the implementation of the projects along with working with organizations to provide guidance on project types and locations. For Edge of Woods Place the BLD team consists of the Christian Pritchett (Director of Development) and Ashley Grant (Development Manager); who together have decades worth of experience in affordable housing development. With the current workload of the BLD team, the proposed project is one of (4) active projects in various stages (construction, due diligence, application, etc.), therefore BLD staff capacity is sufficient to implement the project in below time frame: Walnut Land Proposal Award October 2021 City HOME Award October 2021 Schematic Design October – December 2021 LIHTC (WHEDA) Application December 2021 Design Development January – August 2022 LIHTC Award April 2022 Contractor Procurement April 2022 Due Diligence May – December 2022 Closing / Construction Start December 2022 Construction Complete December 2023 Occupancy January – April 2023 Wise Women Gathering Place is an independent non-profit organization that provides Native American culturally-specific services to any person harmed by violence. Wise Women Gathering Place is committed to peace, respect, and belonging through skill building, sharing of resources and caring support for our community. Our programs and services include advocacy, healing, and prevention, in domestic violence, sexual assault, dating violence, stalking, sex trafficking, and victims of crime. We work to displace violence by planting seeds of discernment with training and workshops for community members and professionals. WWGP promotes healthy relationships at all levels, including the relationship with oneself and others, from home to work and beyond. We work to accomplish our mission with unique, responsive programming for community restoration, growth through skill-building, individual and confidential supportive advocacy, and by courageously going deep within to find change, healing the whole self, and coming together of community. Expanding beyond the core development team, the project team consists of other organizations and personnel who are leading experts in implementing and operating supportive and affordable housing, including Beaux Simone Consulting, Shopworks Architecture, and BlueLine Property Management Company.  1100 Block E. Walnut St. WWGP & BLD Proposal Beaux Simone Consulting has been selected as the Supportive Housing consultant for the project and will be working closely with Wise Women Gathering Place to further their services, along with guiding partnerships with other local service-oriented organizations. Beaux Simone Consulting offers technical assistance (TA) to organizations and communities interested in developing supportive housing. This includes helping organizations with a needs assessment, project concept development, capacity building, fundraising, responding to RFPs, writing applications and bringing the right partners to the table in order to assemble a strong development team that leads to the development of high-quality supportive housing. BeauxSimone Consulting can see the project to completion, throughout lease-up and beyond, as desired. Shopworks Architecture was formed in 2012. The primary focus of the firm is urban infill development with a particular interest in affordable housing, permanent supportive housing, transit-oriented, and mixed-use development. Shopworks is a team of holistic collaborators, who bring their considerable experience and enthusiasm to the project. They have 21 staff including 9 licensed architects, 2 interior designers, and 8 architectural designers. Shopworks has since become a leader in the industry utilizing trauma informed design for the most vulnerable in the community, along with extensive experience with projects utilizing LIHTC, HOME, CDBG, and/or HTF funding. With having completed over (8) permanent supportive housing projects, in addition to (14) properties that have incorporated services on-site, Shopworks is knowledgeable, experienced, and committed to designing environments that strengthen communities and provide new opportunities, joy, and health for the residents and surrounding neighborhoods. BlueLine Property Management Company (BLPMC) will be responsible for the leasing, maintenance, and overall operations of the property, once development is complete. BLPMC has extensive experience in both management of affordable properties, along with permanent supportive housing properties, and understands at the core of every property is knowing the population you are serving and the associated barriers. The BLPMC team is knowledgeable in the restrictions and requirements associated with affordable properties, including with funders and investors, but also balances these requirements with the compassion, respect for the individual and community, and understands what it takes to help the resident’s and ensure the property’s success in the long term. Due to requirements for the proposed project funding sources, a formal RFP will be issued for the procurement and selection of a General Contractor, with a priority given to the most qualified, experienced, and availability to meet the overall project timeline. ____________________________ END ________________________________ Encl: Conceptual Design – Elevation, Site Plan, & Building Layout Preliminary Proforma & Budget Project Team Organizational Information • BlueLine Development • Wise Women Gathering Place • Shopworks Architecture • BeauxSimone Consulting • BlueLine Property Management Baeten Counseling & Consultation Team – Letter of Support  NORTHWEST ELEVATION 1100 E WALNUT GREEN BAY, WI  25’-0” 6’ SETBACK 6’ SETBACK (ZONING ORDINANCE) SETBAK (ZONING ORDINANCE) (ZONING) 7’ SETBACK (RFP) PARKING SLOPE 5% LOWER LEVEL PARKING 24 SPACES DN PARKING @ 160’ 17 SPACES N ROOSEVELT ST C C C C C C C SLOPE 5% C @ 60’ C C C C LOBBY C C C UP 15’ SETBACK E WALNUT ST (ZONING ORDINANCE) 12’ SETBACK (RFP) SITE PLAN N 1100 E WALNUT GREEN BAY, WI SCALE: 1” = 30’  PARKING REQUIREMENTS: REQUIRED: 1 SPACE/UNIT: 60 SPACES 1 VISITOR/4 SPACES: 15 SPACES TOTAL REQ. = 75 SPACES PROVIDED: LOWER LEVEL: 51 SPACES UPPER LEVEL: 24 SPACES* TOTAL PROVIDED = 75 SPACES *20% COMPACT SPACES PER ZONING = 15 SPACES PARKING SLOPE 5% UP @ 160’ 34 SPACES N ROOSEVELT ST E WALNUT ST PARKING LOWER LEVEL N 1100 E WALNUT GREEN BAY, WI SCALE: 1” = 30’  B 3B UNIT 3B UNIT 2B UNIT 2B UNIT 2B UNIT 2B UNIT 2B UNIT 2B UNIT 2B UNIT 2B UNIT A 1B UNIT 1B UNIT A 1B UNIT 3B UNIT 4B UNIT 4B UNIT 3B UNIT 1B UNIT 1B UNIT 1B UNIT 1B UNIT 3B UNIT 3B UNIT 1B UNIT 1B UNIT 1B UNIT 4B UNIT 4B UNIT 4B UNIT 4B UNIT B LEVEL 2 & 3 N 1100 E WALNUT GREEN BAY, WI SCALE: 1” = 30’  BLDG. HT. 35’-0” ENTRANCE FROM ROOSEVELT 5% SLOPE @ 160’ 8’-0” LOWER LEVEL CLR. PARKING SECTION A-A SCALE: NTS BLDG. HT. 35’-0” 8’-0” ENTRANCE FROM CLR. 5% SLOPE @ 60’ WALNUT 8’-0” LOWER LEVEL CLR. PARKING SECTION B-B SCALE: NTS 1100 E WALNUT GREEN BAY, WI  R RIVE FOX EAS T RI VER . OE ST MA NR IN S MO ST . EW AL NU TS T. AVE. TE R BS WE SITE T. TS EL SEV OO SR 1100 E WALNUT VICNITY MAP BIKE LANE GREEN BAY, WI Wise Women Gathering Place 1100 E Walnut 9/22/2021 Blueline Development Green Bay, WI RESIDENTIAL PROGRAM PERCENT of TTL Bed / Bath Name Av NLA QTY TTL Balcony TTL NOTES 0.0% Studio / 1 0A 570 0 0 0 0 33.3% 1/1 1A 500 20 10,000 0 0 26.7% 2/1 2A 750 16 12,000 0 0 17 20.0% 3/2 3A 1100 12 13,200 0 0 13 20.0% 4/2 4A 1300 12 15,600 0 0 100.0% Average SF 846.67 60 50,800 0 0 Total Residential RSF 50,800 77.19% Floorplate Efficiency Core / Circulation Lvl 1-3 9,312 5'-2" corridors Leasing / Amenity Lvl 1 5,700 Storage Lvl P1 200 Parking Lvl 1 0 24 Cars Parking Lvl P1 0 51 Cars Req'd Parking - 1.25 / DU 75 75 Cars GLA 65,812 Parking & Balconies not included Balconies 0 GSF 66,012 Balconies not included GBA 66,012 Parking & Balconies included Site Size 52,470 1.20 Acres 49.81 DU / AC 1.25 FAR 874.50 Site SF/DU Page 1 21 0922 Conceptual Statistics 1100 E WALNUT GREEN BAY, WI  PROJECT BUDGET Application Current Eligible Uses Budget Budget Basis Direct Construction Costs Land $ 89,000.00 $ 89,000.00 $ - Permit Fees $ 16,832.64 $ 16,832.64 $ 16,832.64 Water/Sewer fees $ 8,400.00 $ 8,400.00 $ 8,400.00 Public Art $ 160,000.00 $ 160,000.00 $ 160,000.00 Utility Relocation $ 12,773.68 $ 12,773.68 $ 12,773.68 Architect Design $ 424,991.44 $ 424,991.44 $ 424,991.44 Architect Supervision $ 141,663.81 $ 141,663.81 $ 141,663.81 P&P Bond $ 87,135.84 $ 87,135.84 $ 87,135.84 Builder's Risk $ 54,459.90 $ 54,459.90 $ 54,459.90 Contractor Contingency $ 217,839.60 $ 217,839.60 $ 217,839.60 Permit Fees $ - $ - Builder's General Liability $ 81,689.85 $ 81,689.85 $ 81,689.85 Construction Costs $ 10,891,980.00 $ 10,891,980.00 $ 10,891,980.00 Total Construction Contract $ 11,333,105.19 $ 11,333,105.19 $ 11,333,105.19 Permit Fee Deduct $ - $ - Construction contingency $ 566,655.26 $ 566,655.26 $ 566,655.26 FF&E $ 140,000.00 $ 140,000.00 $ 140,000.00 Construction testing $ 35,011.00 $ 35,011.00 $ 35,011.00 Owner Carry Builders Risk $ - $ - Construction inspections and Testing $ 11,000.00 $ 11,000.00 $ 11,000.00 Green Building $ 12,000.00 $ 12,000.00 $ 12,000.00 Indirect Construction Costs $ - Developer fee and overhead $ 1,330,000.00 $ 1,330,000.00 $ 1,330,000.00 Increase for Supportive Services $ - $ - $ - Third Party Reports $ - Environmental Phase 1 $ 5,750.00 $ 5,750.00 $ 5,750.00 Appraisal $ 7,900.00 $ 7,900.00 $ 7,900.00 Market study $ 7,500.00 $ 7,500.00 $ 7,500.00 Geotechnical Report $ 4,035.00 $ 4,035.00 $ 4,035.00 Civil Engineering/ALTA $ 19,100.00 $ 19,100.00 $ 19,100.00 Non ALTA Survey $ 12,000.00 $ 12,000.00 $ 12,000.00 $ - Financing Costs $ - Construction loan interest $ 181,338.00 $ 181,338.00 $ 181,338.00 Construction loan interest after construction $ 155,347.00 $ 155,347.00 $ - Permanent loan fees $ 30,493.50 $ 30,493.50 Construction loan fees $ 72,975.00 $ 72,975.00 $ 72,975.00 Title and recording - construction $ 10,000.00 $ 10,000.00 $ 10,000.00 Title and recording - Owner $ 27,574.00 $ 27,574.00 $ - Other Costs $ - Tax credit fees $ 122,000.00 $ 122,000.00 $ - Security $ - $ - Property insurance $ 44,534.00 $ 44,534.00 $ 44,534.00 Real estate taxes during construction $ 4,000.00 $ 4,000.00 $ 4,000.00 Marketing $ - $ - $ - Partnership organizational (legal and other) $ - $ - $ - Predevelopment loan interest Construction loan Legal fees $ 40,000.00 $ 40,000.00 $ 40,000.00 Legal - Housing Authority $ 12,000.00 $ 12,000.00 $ 12,000.00 Legal - partnership $ 70,000.00 $ 70,000.00 $ 70,000.00 Cost certification $ 10,000.00 $ 10,000.00 $ 10,000.00 Legal - ILP $ 55,000.00 $ 55,000.00 $ - Operating reserve $ 318,725.00 $ 318,725.00 Soft cost contingency $ - $ - $ - $ - Total $ 15,491,704.53 $ 15,491,704.53 $ 14,693,565.03 $ 309,834.09 0.00392955 $ 6,758,011.53 $ 5,959,872.03 2110905.679 Credit Calculation Eligible Basis $ 14,693,565.03 Applicable Fraction 100.00% Applicable Federal Rate 9.00% Credit Eligible $ 1,322,420.85 Credit Awarded $ 1,200,000.00 Excess Basis $ 0.63 $ 24,000.00 Year of Credit 10 Credit Percent Sold 99.98% Credit Sales Price 0.88 Credit Sales Proceeds $ 10,557,888.00 $ 10,549,204.64 $ 8,683.36 $ 475,000.00 Debt Funding Required $ 4,933,816.53 $ 483,683.36 First Mortgage $ 4,150,000.00 City HOME Grant $ 300,000.00 State HOME Funds Grant AHP $ - Sponsor Sub Loan $ - Deferred $ 483,816.53 $ 846,183.47 Gap $ - $ 211,545.87  Unit Mix Number Bedrooms Baths Rents Incomes Gross Rents Utility Allowance Net Rents Voucher PMT Concessions Rents Total Rents Market Percent of Units Calculation 20 1 1 30% 30% $ 463.00 $ 463.00 $ 192.00 $ - $ 655.00 $ 13,100.00 Incomes Number Percent 16 2 1 30% 30% $ 555.00 $ 555.00 $ 290.00 $ - $ 845.00 $ 13,520.00 30% 0 0% 12 3 2 30% 30% $ 642.00 $ 642.00 $ 583.00 $ - $ 1,225.00 $ 14,700.00 30% 60 100% 12 4 2 30% 30% $ 716.00 $ 716.00 $ 524.00 $ 1,240.00 $ 14,880.00 0 0% $ - $ - $ - $ - $ - 5% $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - Square Footage Calculation Units Number Sq Ft Total $ - $ - $ - 1 Bed 20 500 10,000 $ - $ - $ - $ - 2 Bed 16 750 12,000 $ - $ - $ - $ - 3 Bed 12 1100 13,200 60 $ 56,200.00 Totals 4 Bed 12 1300 15,600 Ground Floor Services 5,700 Commercial - Manager Units Mechanical and Circulation 9,512 Number Bedrooms Baths Rents Incomes Gross Rents Utility Allowance Utility Allowance Concessions Net Rents Total 66,012 0 2 1 N/A N/A $ - $ - $ - $ - $ - $ - Parking 23,900 0 2 1 0% 0% $ - $ - $ - $ - $ - Totals 60 Total Units $ 56,200.00 Net Rents  Operating Budget Rents/ Expenses Net Income WHEDA Net Income Before Debt Service & Reserve Payments $ 319,555.40 Rent roll $ - Less Reserve Payments: Gross Rents $ 674,400.00 $ - Tax & Ins. reserve - Real Estate Tax $ - Budgeted vacancy 7% $ (47,208.00) Replacement reserve $ 18,000.00 Total Reserve Payments $ 18,000.00 Total Rents $ 627,192.00 Funds available for debt service $ 301,555.40 Laundry $ - Less Debt Service Payments: Other Vending Income $ - First Mortgage $262,558.83 HOA Fees $ - State HOME Funds Grant $0.00 Late Charge $ - AHP $0.00 Other Income $ - Deferred Developer Fee $0.00 Total debt service $ 262,558.83 Total revenues $ 627,192.00 Debt Coverage Ratio Hard Debt #DIV/0! Application Debt Coverage Ratio w/Deferred Developer Fee 1.15 Management Fee $ 31,359.60 6% Expense Coverage Ratio 2.04 Audit/Accounting $ 8,500.00 Net Cash Flow $ 38,996.57 Compliance $ 3,850.00 Income to debt service ratio - Perm $ 4,515.43 Legal $ 1,500.00 Advertising $ 2,800.00 Loans Office Supplies $ 1,000.00 First Mortgage Postage $ 1,500.00 Annual Rate 5.350% Telephone $ 2,550.00 Principal $4,150,000.00 Elevator $ 4,500.00 Annual Payment Amount ($262,558.83) Maintenance Services $ 10,000.00 Term in Months 420 Maint/cleaning Supplies $ 3,500.00 Paint And Decor - Interior $ 1,500.00 City HOME Grant Unit Turnover $ 3,500.00 Annual Rate 0.000% Janitorial Supplies $ 3,000.00 Principal $300,000.00 Heating & Air Cond Repairs $ 3,500.00 Annual Payment Amount $0.00 Exterminating $ 3,500.00 Term in Months 0 Fire Protection/security $ 4,000.00 Snow Removal $ 4,500.00 State HOME Funds Grant On-Site Manager $ 48,000.00 Annual Rate 0.000% Maintenance Wages $ 20,000.00 Principal $0.00 Insurance and Benefits $ 7,400.00 Annual Payment Amount $0.00 Grounds Maintenance $ 7,500.00 Term in Months 0 Electricity $ 28,280.00 $ 404.00 Natural Gas $ 15,000.00 $ 214.29 AHP Water $ 9,800.00 $ 140.00 Annual Rate 1.000% Sewer $ 9,000.00 $ 128.57 Principal $0.00 Garbage And Rubbbish $ 4,500.00 Annual Payment Amount $0.00 Property Taxes $ 63,597.00 Term in Months 360 Insurance - Property And Liab Total operating expenses $ 307,636.60 $ (102,545.53) Sponsor Sub Loan Per unit $ 5,127.28 300000 Annual Rate 0.000% Supportive Services $ - $ 7,636.60 Principal $0.00 Front Desk Security $ - Annual Payment Amount $0.00 Total Operating Expenses with Services* $ 307,636.60 Term in Months 480 Per Unit $ 5,127.28 $ 5,285.24 *Supportive Services Budget included in Supportive Services Plan and Narrative Deferred Developer Fee Annual Rate 0.000% $ 230,727.45 Principal $483,816.53 Distributable Net Cash Flow Annual Payment Amount $0.00 Payments due to Investment LP Term in Months 120 Balance  1004 S. West St. Missoula, Montana 59801 BlueLine Development’s mission is to help communities find solutions to the ever-growing problem of affordable housing. With that in mind, BlueLine, started in 2011 by Kelly Gill and Nate Richmond, is an eleven-person team with decades of experience with Low Income Tax Credit and affordable multi-family housing. Beyond this, BlueLine’s focus on forming lasting, productive partnerships with local nonprofit organizations and housing authorities looking to expand affordable housing stock in their communities has led to over 40 completed deals. The goal of each development is to provide a comfortable, healthy home to those who need it most. BlueLine has experience working in states in the Rocky Mountain and Northern Plains regions with the Low Income Tax Credit Program, AHP funding, RD, HOME, NAHASDA, RAD, HTF, and other funding sources while constantly seeking new and creative development financing as that geographical footprint grows. Each project is as unique as the tenants who will inhabit the finished housing which is why BlueLine not only taps into years of experience with established financial programs but also concentrates on creative funding solutions customized to specific, local needs. DEVELOPMENT EXPERIENCE COLORADO Saint Francis Apartments – Denver, CO - 50 units, completed 2017 Permanent Supportive Housing Arroyo Village - Denver, CO - 130 units, completed 2019 Shelter space, 90 units multi-family, 35 units Permanent Supportive Housing Providence at the Heights - Aurora, CO - 49 units, completed 2020 Permanent Supportive Housing Karis Apartments - Grand Junction, CO - 34 units, completed 2020 Permanent Supportive Housing Warren Residences – Denver, CO - 49 units, under construction Permanent Supportive Housing Red Hill Lofts - Carbondale, CO - 30 units, completed 2021 Multi-family affordable housing Espero Apartments - Durango, CO - 40 units, under construction Permanent Supportive Housing Charity’s House - Denver, CO - 36 units, anticipated construction start October 2021 Permanent Supportive Housing Rhonda’s Place - Denver, CO - 50 units, anticipated construction start October 2021 Permanent Supportive Housing St. Valentine Apartments - Loveland, CO - 54 units, anticipated construction start April 2022 Permanent Supportive Housing MINNESOTA Leech Lake District 1 Housing - Cass Lake, MN - 20 units, completed 2017 Rehabilitation of Ojibwe Tribe reservation housing 1004 S. West St. Missoula, Montana 59801 DEVELOPMENT EXPERIENCE, cont. MONTANA Two Rivers Apartments - St. Regis, MT - 8 units, completed 2012 Sweet Grass Apartments - Shelby, MT - 12 units, completed 2014 Buffalo Grass Apartments - Cut Bank, MT - 14 units, completed 2014 Apsaalooke Warrior Apartments - Crow Agency, MT - 15 units, completed 2015 Permanent Supportive Housing for Homeless Tribal Veterans Villagio - Missoula, MT - 200 units, under construction Trinity Apartments – Missoula, MT - 202 units, under construction 30 Permanent Supportive Housing, 172 multi-family units NORTH DAKOTA Elliott Place - Fargo, ND - 84 units, under construction Senior affordable housing SOUTH DAKOTA Discovery Village - Rapid City, SD - 36 units, under construction UTAH 5th East Apartments – Salt Lake City, UT - 75 units, completed 2020 Permanent Supportive Housing 426 Apartments - Salt Lake City, UT - 40 units, currently under construction Permanent Supportive Housing Richmond Flats – Salt Lake City, UT – 55 units, anticipated construction date October 2021 1004 S. West St. Missoula, Montana 59801 DEVELOPMENT EXPERIENCE, cont. WYOMING Ironwood Apartments - Powell, WY - 12 units, completed 2014 Cedar Mountain Apartments - Cody, WY - 12 units, completed 2014 Wolf Creek Apartments - Riverton, WY - 12 units, completed 2016 Copper Mountain Apartments - Riverton, WY - 12 units, completed 2016 CentrePointe - Casper, WY - 50 units, completed 2017 Acquisition/Rehabilitation of condemned building Capitol Court Apartments – Cheyenne, WY - 48 units, completed 2017 Rock Creek Apartments - Wheatland, WY - 12 units, completed 2017 Oregon Trail Apartments – Guernsey, WY - 12 units, completed 2012 High Plains Apartments - Torrington, WY - 32 units, completed 2013 Juniper Ridge Apartments - Casper, WY - 55 units, completed 2013 Raven Crest Apartments - Casper, WY - 100 units, completed 2019 50 RAD conversion of public housing for individuals and families, 50 multi-family units Granite Springs Apartments - Cheyenne, WY - 24 units, completed 2019 Freestone Apartments - Laramie, WY - 35 units, completed 2021 Platte River Apartments - Douglas, WY - 20 units, under construction Bighorn Flats - Sheridan, WY - 60 units, under construction Alder Park Apartments - Casper, WY - 60 units, under construction Liberty Square – Casper, WY – 60 units, anticipated construction start summer 2022 1004 S. West St. Missoula, Montana 59801  BlueLine Development Properties Year Built # of Units Project Name Location Tax Credit? senior/family new/rehab syndicator status Status 2013 32 High Plains Apartments Torrington, WY Yes family new The Richman Group stabilized Occupied 2012 12 Oregon Trail Apartments Guernsey, WY Yes family new The Richman Group stabilized Occupied 2013 8 Two Rivers Apartments St. Regis, MT Yes family new The Richman Group stabilized Occupied 2014 55 Juniper Ridge Apartments Casper, WY Yes family new PNC stabilized Occupied 2014 12 Sweet Grass Apartments Shelby, MT Yes family new PNC stabilized Occupied 2015 15 Apsaalooke Warrior Apartments Crow Agency, MT Yes homeless vets new Enterprise stabilized Occupied 2014 14 Buffalo Grass Apartments Cut Bank, MT Yes family new Boston Capital Corporation stabilized Occupied 2014 12 Cedar Mountain Apartments Cody, WY Yes family new Boston Capital Corporation stabilized Occupied 2015 12 Ironwood Apartments Powell, WY Yes family new Boston Capital Corporation stabilized Occupied 2016 12 Wolf Creek Apartments Riverton, WY Yes senior new Boston Capital Corporation stabilized Occupied 2016 12 Copper Mountain Apartments Riverton, WY Yes family new Boston Capital Corporation stabilized Occupied 2016 50 CentrePointe Casper, WY Yes family rehab Boston Capital Corporation stabilized Occupied Ball Club, Inger, new and 2016 16 Leech Lake District 1 Squaw Lake, MN No family rehab N/A stabilized Occupied 2017 12 Rock Creek Apartments Wheatland, WY Yes family new Boston Capital Corporation stabilized Occupied 2017 60 Capital Court Cheyenne, WY Yes family new Boston Capital Corporation stabilized Occupied 2017 50 Saint Francis Apartments Denver, CO Yes homeless new Boston Capital Corporation stabilized Occupied 2018 130 Arroyo Village Denver, CO Yes homeless new Boston Capital Corporation stabilized Occupied 2018 100 Raven Crest Casper, WY Yes family new The Richman Group stabilized Occupied 2018 24 Granite Springs Apartments Cheyenne, WY Yes family new Boston Capital Corporation stabilized Occupied 2019 50 Providence at the Heights Denver, CO Yes homeless new Boston Capital Corporation stabilized Occupied 2019 75 5th East Apartments Salt Lake City, UT Yes homeless new Boston Capital Corporation stabilized Occupied 2020 200 Villagio Missoula, MT Yes family new Enterprise under construction 15% complete construction 2020 34 Karis Apartments Grand Junction, CO Yes homeless youth new Boston Capital Corporation stabilized Occupied 2020 40 426 Apartments Salt Lake City, UT Yes homeless new The Richman Group stabilized Occupied 2021 35 Freestone Apartments Laramie, WY Yes family new Boston Capital Corporation lease up 100% Leased 2021 40 Espero Apartments Durango, CO Yes homeless new Boston Capital Corporation under construction 95% complete construction 2022 84 Elliott Place Fargo, ND Yes senior new WNC under construction 5% complete construction 2021 36 Discovery Village Rapid City, SD Yes family new Boston Capital Corporation under construction 50% complete construction 2021 49 Warren Church Denver, CO No homeless new N/A under construction 75% complete construction 2021 30 Red Hill Lofts Carbondale, CO Yes family new RedStone Equity lease up 95% leased 2021 36 Charity's House Denver, CO Yes homeless new Boston Financial award received 2020 Award / Due Diligence 2022 202 Trinity Apartments Missoula, MT Yes family and homeless new Enterprise under construction 15% complete construction 2021 20 Platte River Apartments Douglas, WY Yes family new WNC under construction 50% complete construction 2021 60 Bighorn Flats Sheridan, WY Yes family new Richman Group Under construction 5% complete construction 2021 60 Alder Park Apartments Casper, WY Yes senior new Enterprise Under construction 5% complete construction 2022 55 Richmond Flats Salt Lake City, UT Yes family new Richman Group award received 2021 Award / Due Diligence 2022 50 Rhonda's Place Denver, CO Yes homeless new Redstone Equity award received 2020 Award / Due Diligence 2022 60 Liberty Square Casper, WY Yes family new Boston Financial award received 2020 Award / Due Diligence 2022 54 St. Valentine Apartments Loveland, CO Yes homeless new Enterprise award received 2021 Award / Due Diligence  Nate Richmond Skills and Achievements - Identified Market areas and acquired property for the development of multifamily properties. - Oversaw the financing, construction and development of more than 640 affordable apartments units. - Secured debt and equity financing for numerous multifamily projects including more than 89 million dollars in federal Low Income Housing Tax Credits and more than 7 million dollars in HOME Investment Partnership funds. - Managed a successful real estate investment company. - Hired and supervised various subcontractors to complete construction projects. - Directed a group of contract workers in the timely completion of major restoration projects. - Drafted a landfill closure plan and coordinated the closing of a class III landfill with the Montana Department of Environmental Quality. Experience BlueLine Development, Inc.- President/ Owner (January 2012-Present) BlueLine Development, LLC.- Member (May 2011-December 2011) Summit Housing Group, Inc.- Vice President- (2007-May 2011) Summit Management Group, Inc.- Project Manager- (2005-2007) Goose Lane Properties, LLC- Manager- (2001-Present) Sterling Properties, LLC- Project Manager- (2002-2004) Education The University of Montana, Missoula, MT- B.A. Psychology December 1998 Community College of Allegheny County, Pittsburgh, PA- E.M.T. / Paramedic July 1993 Relevant training/Certifications Certified Credit Compliance professional (C4P)-Spectrum Enterprises Housing Credit Compliance Professional- National Association of Home Builders  Kelly Gill Education Auburn University, Masters in Business Administration University of Nebraska, Bachelor of Science Business Administration Major in Finance - Minors in Political Science and History Professional Designation Housing Credit Certified Professional – a National Association of Home Builders designation Experience BlueLine Development, Inc.- Co-Owner Licensed Real Estate Agent Partners West Realty, Bigfork, MT Montana License # 17682 Red Barn Consulting- Owner, Multifamily Housing Development Summit Housing Group, Inc.- Development Manager – LIHTC Developer •same duties as below Community Development, Inc.- Regional Development Manager – LIHTC Developer •Site selection, negotiation, and contract preparation •Create financial models based on differing funding scenarios •Application writing for funding and grants •Handle follow up with communities after award of funding to follow through on all planning issues: i.e. lot line adjustments, platting, etc. E-D Capital, Inc.: subsidiary of Duncan & Williams- Consultant Lender for USDA 515 and 538 Rural Development Loans for Multifamily Housing •Analyze and work with developers and tax credit and grant writers to build new and rehab Low income multifamily dwellings in rural areas •Prepare documents required for large construction and permanent loans including analyzing feasible projects  Nate Shepard Education University of Montana- Missoula, MT, Prerequisite Accounting for CPA Exam University of Michigan- Ann Arbor, MI, Bachelor of Arts Degree in Classical Archaeology Honors: Academic All American Experience BlueLine Development, Inc.- Vice President, 2012/Present • Consultant to project owners regarding LIHTC compliance issues • Partner with investors and syndicators to fund multifamily housing projects • Facilitate construction draw requests and monitor cash flow during the construction phase of LIHTC projects Highland Property Management- Compliance Administrator, 2010/2012 • Monitor compliance for a portfolio of over 750 LIHTC units • Provide financial information to Investors and Syndicators • Compliance reporting to multiple state housing agencies • Audit tenant files and qualify applicants Lee & Company- Staff Accountant, 2006/2010 • Audit construction costs and qualify eligible expenditures for calculation of low income housing tax credits • Complete 10% carryover tests for tax credit projects requiring an additional year to complete construction • Audit financial statements for limited partnerships participating in the low income housing tax credit program • Perform monthly accounting services for tax credit clients Professional Designations • Spectrum C4P • Spectrum RD S.T.A.R • National Association of Homebuilders – HCCP • National Affordable Housing Management Association – SHCM • Novogradac – LIHTC Property Manager Certification  Christian Pritchett Education Texas A&M University, Mays Business School, College Station, TX , Master of Land Economics and Real Estate Northwestern State University, Natchitoches, LA, Bachelor of Science, Business Administration Experience BlueLine Development, Inc.,- Director of Development September 2014 - Present • Manage day to day development activities of multi-family properties across the Rocky Mountain West. Responsibilities include site selection, financial modeling, contract negotiation and third party coordination. • Write applications for financing and act as lead point of contact for development related activities. • Source new development opportunities through community engagement and involvement in industry seminars and conferences. Wyoming Community Development Authority- Secondary Market Officer July 2013 – July 2014 • Ensured WCDA capital markets procedures provided positive returns and appropriate risk mitigation to the Authority. • Established GNMA MBS program and acted as main point of contact for internal and external secondary markets partners. Priced, committed, delivered, tracked and reviewed loans and securities sold on the secondary market. • Oversaw WCDA secondary markets functions to ensure compliance and profitability. Increased profit margins by 35% on secondary market executions. Wyoming Community Development Authority- Federal Programs Coordinator June 2009 – July 2013 • Performed underwriting of Multi-Family proposals and made determinations of funding based on analysis of potential project cash flows, total project costs, developer capacity and potential project location issues. Made recommendations on approximately 70 Multi-Family proposals. • Allocated federal housing tax credits and federal debt which resulted in placement of approximately $80.3 million in project equity and $29.7 million in hard debt with Multi-Family developments. • Worked with third party economists to analyze state housing, demographic and economic trends, publish analysis in a semi-annual comprehensive report and presented findings to county commissioners and city council members for use in local planning process. • Monitored construction progress and federal wage law requirements through on-site inspections and contractor interviews during all project phases. National Appraisal Partners- Appraiser/Analyst December 2008 - June 2009 • Performed complete appraisals of retail/commercial, office, industrial and multi-family properties and wrote final reports. • Conducted in depth financial analysis of all commercial property types using Argus and Microsoft Excel. • Increased commercial real estate knowledge base and built valuable working relationships with commercial developers and brokers through market participant interviews. Certifications and Continuing Education • LEED AP, Building Design and Construction • National Development Council - Housing Development Finance Professional • National Association of Home Builders – Housing Credit Compliance Professional (HCCP) • University of Notre Dame Mendoza College of Business - Executive Education • Spectrum Enterprises C3P Designation • Elizabeth Moreland Compliance Diploma  Ashley Grant Experience BlueLine Development Inc., Development Manager- July 2021 to present ● Assist in preparation of LIHTC and other funding applications, feasibility budgets, RFP’s, and other funding initiatives ● Review and analyze zoning, site feasibility, and other regulatory requirements during site selection ● Collaborate with non-profit project partners, syndicators, investors, lenders, and funders during due diligence phase through stabilization of a project ● Ensure compliance with multiple funding sources during development of a project and assist with project close out accounting processes ● Solicit proposals, oversee, and manage consultants throughout entitlement processes, project programming, detailed design, and bidding processes. ● Oversee and coordinate with architect and contractor from initial schematics through final design and construction, along with manage overall project budget ● Coordinate with property management for initial occupancy Homeword, Inc., Project Manager- September 2013 to July 2021 ● Oversee and coordinate design consultants and contractors through project design and construction ● Prepares and manages execution of scope of work, project budget, and schedule by project team ● Responsible for administration and implementation of Federal and State funding requirements. ● Oversee site planning, project design, and ensuring zoning and regulatory requirements are met ● Implements value engineering during design and construction to ensure project objectives achieved ● Responsible for project critical path planning to minimize exposure to schedule or cost overruns. ● Prepares and reviews cost estimates in negotiation of change orders with contractors and consultants ● Assist in the evaluation and preparation of Capital Needs assessments for existing operation facilities Mortenson Construction / Canada Corp., Assistant Project Manager- June 2003 to Sept 2013 ● Oversaw the design, permitting, construction, and environmental compliance/monitoring of projects ● Ensured regulations and building code requirements were fulfilled through permitting, review of design specifications, and implementation of project design ● Managed the civil design of an integrated project overlay (new and existing roadway system) incorporating forestry, industrial, and recreation roads intended for shared use ● Acted as client to engineer liaison to incorporate changes, conceptual ideas, and processes ● Assisted in project pre-construction design reviews to ensure client’s project goals are achievable ● Responsible for project budget and schedule to guarantee on-budget and on-time completion ● Responsible for discussing, coordinating, preparing reports, and conducting project status review with lender’s engineer, on behalf of the project owner Education Purdue University, BS – Construction Engineering & Management Certifications Professional Engineer – Civil/Construction 2013 LEED Accredited Professional, 2009 Housing Credit Compliance Professional Housing Development Finance Professional  Kim Sieber Certifications PHR Certification from SHRM Level 3 Ice Hockey Official HCCP Designation from the National Association of Home Builders Experience BlueLine Development, Inc.- Project Manager, April 2014-present • Explore communities in need of low-income housing to identify potential sites and amenities. • Create marketing materials. • Apply for federal, state, private, and local funding. • Coordinate with project non-profit partners, state entities, investors, and construction professionals to construct low-income properties. Rhithron Associates, Inc.- Office and Human Resource Manager September 2008- March 2014 • Develop and recommend employee relations practices and systems to establish positive employer-employee relationships and promote a high level of employee morale and motivation. • Manage employee benefits and compensation, employee records and personnel policies. • Establish effective systems and procedures for interviewing and hiring applicants, discipline and termination. • Conduct investigations into employee complaints or concerns. • Monitor and advise supervisors in the implementation of a performance improvement process with nonperforming employees. • Perform bookkeeping duties, monitor spending, and report fiscal health to management. • Maintain federal contracts, provide company paperwork for all contract compliance, and submit annual reports according to state and federal requirements. • Maintain confidential employee files and other confidential documents, such as health insurance applications and unemployment insurance documents. • Lead the safety committee to create and foster a safe working environment. Eclipse Engineering, Inc.- Office Manager April 2002-May 2008 • Design and edit marketing materials, including newsletters, brochures, invitations, and the web site. Brainstorm new marketing approaches while serving on the marketing committee. • Communicate with all project managers during project life in order to facilitate time lines and oversee project completion. • General bookkeeping for accounts payable, creating invoices and reminder statements utilizing QuickBooks. Calculate employee reimbursements. Education Logistics, Inc. January 1997-March 2001 Consultant for the Southeast Clients Conference Coordinator Northeast Coordinator Assistant to the Director of Implementation Implementation Specialist Customer Relations Representative  Jason Boal Experience BlueLine Development, Inc.- Project Manager, December 2013- Present • Analyze market data to determine communities in need of multifamily housing. • Identify development sites, negotiate with land owners and Realtors, work with local city councils on potential land uses and rezoning. • Apply for funding from various federal, state and local sources. • Work with a variety of non-profit partners, architects and contractors on multiple developments to bid and build multifamily housing- manage multiple projects in various states of development. • Travel and report on phases of construction. Cartus- Microsoft Relocation, Accounting Analyst, June 2008- December 2013 ♦ Audited and analyzed large amounts of financial data using online database programs, and executed timely payments to comply with Microsoft contracts and international tax regulations. ♦ Created audit guidelines to increase productivity amongst accounting team. Managed sensitive financial client data. ♦ Specialized in international vendor accounts. Position required extensive time management, organizational skills, technical financial analysis, aptitude to meet crucial deadlines, and the ability to work independently and in a team setting. New Madison Consulting, LLC., General Contractor, August 2008 – September 2010 ♦ Founded and managed general contracting company. Composed industry and individual property analyses, and coordinated with investor on potential opportunities. ♦ Remodeled several residential properties in the Greater Seattle area. ♦ Supervised up to six employees, negotiated with contractors, maintained financial records, and reinforced building practices to comply with Washington state regulations. Education University of Portland, Bachelor of Business Administration- Major in Finance and Minor in Economics  Oriana Sanchez Experience BlueLine Development Inc., Development Manager-June 2018 to present ● Work with BLD personnel during the application phase of Low Income Housing Tax Credit (“LIHTC”) developments. ● Work with BLD personnel, syndicators, investors, lenders and consultants during the due diligence phase of LIHTC developments. ● Work with BLD’S and projects accountants to facilitate tax preparation, cost certifications and annual auditing. ● Assist BLD personnel with applications, due diligence activities, equity investor and lender negotiations, project closeout, and other duties as assigned. ● Work directly with communities through the entitlement process. Mental Health Center of Denver, Director of Real Estate- March 2005 to June 2018 ● Responsible for the supervision of 24 Real Estate staff, for managing and maintaining thirty-five residential and clinical sites where operations are present. ● Oversee all leasing operations for The Sabin Group, Inc. portfolio of ten properties. ● Monitor all duties of Property Management operations to ensure quality control. ● Act as a liaison between outside management agencies and MHCD staff for 13 buildings that are leased for MHCD consumers. ● Coordinate the leasing activities for several housing grants such as CSCHARP and Street to Home. ● Responsible for monthly, quarterly and annual compliance reporting to Government agencies including HUD, Colorado Housing and Finance Authority (CHFA), State of Colorado, City of Denver, Colorado State Historical Fund, MHCD auditors and others. ● Coordinate and perform project management at all residential and clinical sites. ● Identify and manage capital projects for all sites including preparing annual capital budgets and managing projects to meet budget projection. Continental Divide Management Corporation, Property Manager- June 2001 to August 2003 ● Responsible for managing all aspects of a property portfolio consisting of 10 group homes, 10 residential properties, 2 condo associations and 5 commercial properties. Duties included physical asset management, budgeting and fiduciary management. ● Responsible for all the hiring, firing and supervision of 10 on-site managers and 3 maintenance technicians. Coordinated and administered the benefits programs for all staff. ● Responsible for developing request for proposals for the solicitation of large repair and maintenance contracts as well as negotiating contracts with multiple vendors and suppliers. ● Created and submitted monthly and annual progress reports for owners and board members review. Accompany inspectors from various local, state and federal agencies on annual inspections of properties and ensure that all deficiencies were corrected and reported. ● Developed a preventative maintenance policies and procedures manual for internal use. ● Assistant Property Manager- June 1998 to May 2001 ● Office Manager/Training Coordinator- April 1997 to June 1998 Certifications Colorado Real Estate Broker’s License  Wise Women Gathering Place embraces innate female wisdom as a “community midwifery” approach to reclaim our tradition of healing our community. Nearly 30 years ago founder Alice Skenandore invited women to gather around her kitchen table to learn about midwifery. From those conversations her awareness of midwifery’s cradle-to-grave nature grew; needs in our community were identified, solutions were created, and healing began. Today Wise Women Gathering Place’s work spans the whole of life, listening, and responding to the requests of our community. At our core, we are about healing relationships – with oneself and with others. We serve and grow community, find solutions to mutual problems, and support each person who walks through our doors by honoring their experience, their voice, and their choices. Through it all, WWGP is able to live out our commitment to peace, respect, and belonging through skill building, sharing of resources and caring support for our community. WWGP listens and responds to the requests of our community with unique programming for restoration with individual, confidential, and supportive advocacy. Together we encourage growth through skill-building, courageously going deep within to find change, healing the whole self, and working towards the coming together of community. At our core, we are about relationships - with oneself and with others. Our services are delivered in ways that are attentive to safety, whole-person centered, infused with informed choice and free will, and considerate to the impact on the family. Our programs and services include advocacy, prevention, and healing of domestic and family violence, sexual assault, and homelessness. WWGP facilitates groups for women, men, and youth. We strive to displace violence by planting seeds of wisdom. We are rooted in the needs of our community. We come together to grow dynamic solutions to systematic problems. At the heart of our work, we are honored to assist and support each person who walks through our door. We invite you to join us as we work for wholeness and healing in our community and world.  Our Programs Wise Women Gathering Place is focused on the relationships individuals have with themselves and others, which is seen in our unique programming that includes: Support & Healing Our staff help individuals and groups come to terms with and move through experienced and historical trauma in ways that are culturally relevant and whole-person centered. We do this through support groups, housing assistance, and individual conversations and support. Skill Building Our Discovery Dating Program acknowledges that healthy relationships of all types are the heart of a community, which is why this program is about so much more than dating. Developed by our founder and executive director, this program is available to youth and adults who are interested in uncovering their personal values, learning how to set and achieve personal goals, and developing communication skills and healthy decision-making capabilities. We also offer training in Technology of Participation (ToP), a methodology that provides groups with proven tools and practices that transform the ways they collaborate, communicate, and engage their members. Advocacy Our advocacy work takes many shapes and forms and includes crisis response, safety planning, legal and medical advocacy, and much more. We support individuals through some of life’s hardest moments and offer them care and compassion as they learn how to advocate for themselves. Our Impact Race of Those Engaged with WWGP American Indian/Alaska As caring helpers in our community, we are 3% Native 4% honored to walk alongside individuals, and help 4% White/Caucasian them find the power and wisdom they already hold 5% within themselves to shift their life’s journey and Black/African American contribute to their community. Numbers will never Multi-Racial fully reflect the impact we have in our community. 18% With that said: Don't Know • In 2018 we offered over 6,000 services to over 66% 600 individuals, and Other • In 2019 we offered 9,952 services to almost *Additionally, 7% of participants identified as hispanic/latinx 1,000 individuals. 2020 saw our organization shift to navigate a global pandemic, which we were uniquely situated to respond to with our focus on walking alongside our community and connecting individuals and families to the resources they needed. In 2020 we opened Green Bay’s first safe parking space where we offer up to 20 families a safe place to sleep each night. We also set in motion plans to build a homeless shelter for up to 80 people that will open in mid-2021. Amidst these exciting new endeavors we offered over 12,500 services to individuals - including access to food and shelter, legal advocacy, case management, referrals, emergency financial assistance, and more. All of this was done within the safety of a trust-filled conversation centered around authentic listening that honored the whole person. www.wisewomengp.org  Alice Skenandore Wise Women Gathering Place Founder and Executive Director Alice Skenandore, LCO Ojibway tribal member, midwife (27 years, 750+ babies born at home) founded Wise Women Gathering Place (WWGP), a non-profit 501(c)3 center whose mission is to facilitate a vibrant community, grounded in Peace, Respect & Belonging through skill- building, sharing of knowledge & resources and caring support in 1998. In 2001, Alice authored a unique relationship development tool named “Discovery Dating, it’s not just about dating”. Discovery Dating helps the reader to explore the attitudes, behaviors and beliefs of the people with whom they are developing relationships and considering life impacting decisions. The most distinctive aspect of Discovery Dating is that it holds open space for the reader to discover and determine his/her own value judgments based on informed choice. The program teaches a process for the user to gather facts and information over time and through interaction with others and provides the reader with a way to define his/her own clear criteria for relationships and healthy decision making. Discovery Dating was evaluated over the years and the study was published in the 2 peer- reviewed journals: Journal of Family Social Work, 2012 and Social Work, 2017. Alice presented her work at the 2012 SAMHSA Health, Empowerment, and Resilience & Recovery Conference on Behavioral Health for Women & Girls. As founder and director of Wise Women Gathering Place, from WWGP’s kitchen table beginnings, Alice has provided courageous and thoughtful leadership. From our grassroots beginnings, Alice has strived to maintain our humanity is all phases of our development as an organization. She has been called on by State coalitions and Governor’s councils to share her perspectives as they work on solutions to end violence against women. She pushes the edges of thought. “To truly end the violence, we need to support the healing of the hurt people who are hurting people”. WWGP has grown to provide supportive services to over 800 community members in a year, with a budget over $1,00,000 through over 12 grants and with 28 employees. Alice provides strong mentorship support for employees and community members in a partnership way that recognizes the gifts of each person and the opportunity to learn at all times. Her Midwifery approach of being with people as they go through their challenges, reflecting to them their progress and successes is a core way Alice is changing the world.  Beverly Scow Wise Women Gathering Place Assistant Director Beverly Scow, Assistant Director of Wise Women Gathering Place located in Green Bay and Oneida Nation reservation in Wisconsin, is a Certified ToP Facilitator, Mentor ToP Trainer and a Discovery Dating Facilitator Trainer. Beverly has over 20 years of experience supporting community wellness. Beverly brings the values of safe space and trust the process from her midwifery beginnings into her work as a facilitator. She has facilitated for local, tribal, state and national organizations, embracing the ToP foundational values of inclusive participation and profound respect. Beverly has provided ToP Facilitation Methods and ToP Strategic Planning Public and In-House Courses, since 2007. Designing for Change has been added to her course offerings since 2015. Beverly served on USA ToP Network Board 2016-2018. From Wise Women Gathering Place’s kitchen table beginnings in 1992, Beverly has provided consistent support and leadership to grow WWGP to its current standing of providing services to over 800 community members a year, supporting 28 employees, managing over $1,000,000 budget from 12 federal, state, national foundation, non-profit and local community foundation grants Beverly lives on the Oneida Nation of Wisconsin reservation since 1991, where she raised her children and enjoys time with her grandchildren. She is a member of the Kwakwakawakh First Nations from the mid coastal region of British Columbia Canada.  Brenda John, MPS Wise Women Gathering Place Communications & Outreach Brenda John, Oneida Nation citizen, has a background in non-profits and tribal government. Her formal education includes human development, Native American studies, social work, and strategic public relations. Additionally, she has extensive training in Technology of Participation that includes facilitation methods, strategic planning, and shifting images that release old ideals and beliefs to create room for new ones. She is trained in facilitating the healthy relationship and decision-making curriculum, Discovery Dating: It’s not just about dating © (DD) authored by Alice Skenandore, and is also a trainer of facilitators in the curriculum. She is a trained facilitator in White Bison’s Mending Broken Hearts and Celebrating Families which address historical trauma that impact Native American individuals and families. Brenda worked for her Nation’s government for 10 years before joining Wise Women Gathering Place (WWGP) where some of her accomplishments included setting up a Tribal civil engagement and information office, revamping the Nation’s website, redesigning the organization’s semi-annual reports to the Tribal membership of 17,000, and bringing the elected council meetings on-line. Since joining WWGP in Communication and Outreach, her accomplishments include helping create a safe parking program and a new homeless shelter for families opening in October, 2021. She redesigned WWGP’s annual report, converted their timesheet recording to electronic, and has assisted in writing grant proposals that have nearly doubled WWGP’s annual budget. She is also a member of the permanent supportive housing project team. She has previously worked with a Wisconsin county United Way, the Oneida Nation’s social services division in varying coordinator roles, was executive director for a Native American art organization, co-owned a masonry construction company, and acted as a consultant in public relations.  PG. 5 HOPE SHOPWORKS EXISTS WHO WE ARE TO IMPACT OUR Shopworks Architecture was formed in 2012 by Chad Holtzinger. The primary focus of the firm is urban infill development with a particular interest in affordable housing, permanent COMMUNITY THROUGH supportive housing, transit-oriented, and mixed-use development. We are a team of holistic collaborators, who bring our considerable experience and enthusiasm to each project. COLLABORATIVE DESIGN.  PG. 7 What We Do QUALIFICATIONS For over a decade we have been working continuously on community development in Services On-Site Sustainability TOD/Mixed Use Adaptive Reuse Colorado, having the opportunity to design many Project Homeless Non-Profit projects for outstanding clientele. Italics note project is under construction PSH Infill TID Whether it is affordable housing, permanent Espero Apartment (Durango, CO) X X X X X supportive housing, schools, trauma informed Warren Residences (Denver, CO) X X X X X X X X healthcare clinics, non-profit offices, or the La Vina Apartments (Denver, CO) X X X X X X revitalization of an existing apartment building: Mason Place (Fort Collins, CO) X X X X X X X X we are committed to designing environments St. Francis Center Day Center (Denver, CO) X X X X X X that strengthen communities and provide new Miremonte (Durango, CO) X X X X X X opportunities, joy, and health. Karis Housing (Grand Junction, CO) X X X X X X X Providence at the Heights (Aurora, CO) X X X X X X X Laradon Adult Day Program (Denver, CO) X X X X X Our team engages in a process of communication Gorman Laradon Homes (Denver, CO) X X X X X and study which renders results that are Laradon School (Denver, CO) X X X X extraordinary, because we’ve had the opportunity VOA Brandon Courtyard (Denver, CO) X X X X X X X X to evaluate dozens of different systems and test MWHS Indy Flats (Lakewood, CO) X X X X X X X them against the needs of our clients. This gives Urban Peak Acoma Shelter/Apt (Denver, CO) X X X X X us an enormous breadth of understanding on the 17th and Paris (Aurora, CO) X X X X X X X X fundamental issues that will animate our decision- Arroyo Village (Denver, CO) X X X X X X X X making. The Foundry Apartments (Denver, CO) X X X Mi Casa Resource Center (Denver, CO) X X X X It requires experience, passion, Terraza del Sol (Denver, CO) X X X X X The Chanda Plan (Lakewood, CO) X X X X X X X relationships and creativity Mi Casa Resource Center (Denver, CO) X X X X X to start from a place of Encore on First West Senior (Mesa, AZ) X X X CO Visiting Nurse Association (Arvada, CO) X X X X X X X wisdom and begin a journey of Rox’s Place (Denver, CO) X X X X X X X X exploration from there. Northern Hotel (Fort Collins, CO) X X The Silver Lining House (Denver, CO) X X X X X X X X X Rowan Apartments (Denver, CO) X X X X X X VoA Veterans Services Center (Denver, CO) X X X X X X X Mariposa Phase II (Denver, CO) X X X X X Chaffee Park Senior Residences (Denver, CO) X X X  CHAD HOLTZINGER • AIA, LEED AP PG. 31 SHOPWORKS ARCHITECTURE • PRESIDENT CHAD@SHOPWORKSARC.COM • 303.433.4094 Shopworks Architecture was formed in 2012 by Chad Holtzinger. The primary focus of the firm is urban infill development with a particular interest in affordable housing, transit oriented and mixed use development and community-oriented projects. "SHOPWORKS IS BEYOND Chad has practiced architecture for more than 20 years and has been licensed in Colorado since AN ARCHITECT FIRM, 2001. His career has revolved primarily around affordable housing design and mixed-use development in the City of Denver. His unique multidisciplinary approach to design results in innovative, high performing, enduring architecture. THEY ARE A TRULY EDUCATION RELEVANT EXPERIENCE TRAUMA INFORMED University of Colorado 2020 140 East Oak • Fort Collins, CO Master of Architecture • 1999 Housing Catalyst & Downtown Development Association • 72 Affordable Units • Bachelor of Environmental Design • 68,00 SF • Office space • Level 3 garden/terrace • Structured parking • 4% LIHTC COMMUNITY PARTNER 1995 LICENSES / CERTIFICATIONS Charity’s House Apartments • Denver, CO BlueLine Development • 36 Affordable Units • 30,400 SF • Community space • Indoor and outdoor amenities • surface and structured parking • 9% LIHTC WHO UNDERSTANDS Colorado • 2001 • #203580 Montana • 2010 • #3213 La Vina Apartments • Denver, CO Columbia Ventures • 150 Affordable Units • 168,900 SF • Indoor/outdoor PERMANENT Arizona • 2014 • #57098 amenity space • Healthcare clinic on level 1 • 4% LIHTC New Mexico • 2019 • #6016 Espero • Durango, CO Utah • 2019 • #11313239-0301 Housing Solutions for the Southwest • 40 supportive housing units • 27,800 SF • SUPPORTIVE HOUSING.” AFFILIATIONS Indoor/outdoor amenity space • 9% LIHTC 2019 Stella Apartments • Denver, CO Gorman and Company • 132 Affordable Units • 161,200 SF • community space • American Institute of Architects NCARB • 2001 • #53830 Indoor/outdoor amenities structured parking • 4% LIHTC with state credits Warren Residences • Denver, CO - BEAUXSIMONE CONSULTING Transit Alliance Citizens’ Academy St. Francis Center • 48 room and boarding units with shared bathrooms and ULI Colorado • Housing Committee • kitchens • Adaptive re-use of historic church • Indoor and outdoor amenities 2016 Co-Chair Thrive • Denver, CO Denver Housing Authority • 135 Units • 210,000 SF • Indoor and outdoor LECT URES amenities • Level 2 terrace • Surface and structured parking • 9% LIHTC 2019 Housing Colorado Speaker on 2018 7900 E Colfax Apartments • Denver, CO Trauma Informed Design Brothers Redevelopment • 70 Supportive Housing Units • 80,000 SF • Indoor and 2019 Colorado Health Foundation on outdoor amenities • 9% LIHTC Miremonte Senior Residences • Durango, CO Trauma Informed Design Volunteers of America • 53 affordable senior units • Indoor and outdoor 2018 Housing Colorado NOW Panelist amenities • Surface parking and a porte cochere • 9% LIHTC Everyone Deserves Good Design Range View Apartments • Aurora, CO 2017 Housing Colorado NOW Panelist DBG Properties • 223 family units in 10 residential buildings • Clubhouse with Integrated Project Delivery indoor and outdoor amenities • Surface parking • 4% LIHTC with state credits Mason Place • Fort Collins, CO 2015 Housing Colorado NOW Panelist Housing Catalyst • 9% LIHTC project • 60 PSH units • major renovation of a Collaborative Preconstruction Services movie theater from the 1980’s • 50,900 SF • Amenities include counseling • Surfing Enterprise Green services, extensive outdoor spaces and gardens, and a central atrium community Communities space with a lot of daylight. 2017 Karis Affordable Housing • Grand Junction, CO COMMUNITY SERVICE 9% LIHTC project • 34 low-income units • 27,000 SF • Partnerships with local Housing Colorado Now • Charrette non-profit • Amenities include counseling services, private outdoor gardens, a Leader • 2010 - 2014 dog run, and a large kids’ play area. City of Edgewater Youth Soccer Coach 2016 Providence at the Heights • Denver, CO Second Chance Center • 50 permanent supportive housing (PSH) units • Indoor Colorado Rapids Youth Soccer Coach and outdoor amenities • Surface parking • 4% LIHTC with state credits Guest Critic - University of Colorado School of Architecture  K atie Symons is CFO of BeauxSimone Consulting and brings a diverse past to this work, having worked in K-12 and higher education, the non-profit and for-profit sectors and with local and state governments for close to twenty years. She brings a deep appreciation for community engagement and inclusiveness when approaching work in affordable housing and homelessness. Katie served two years as the Program Manager for Denver’s Road Home, the City’s homeless plan, Z oe LeBeau is the CEO of BeauxSimone Consulting, a women-owned small business that specializes in helping communities develop, manage and provide quality services in supportive housing. In her 25-year where she oversaw emergency shelter and street outreach efforts, coordinated nine Project Homeless Connect events and managed community outreach efforts with various neighborhoods. Katie then career, Zoe has worked on developing over 2000 units of housing that range consulted with Governor Hickenlooper’s Office of Community from transitional, permanent supportive, multi-family affordable and Partnerships, leading a statewide effort to help communities assess the homeownership. Zoe has developed multiple programs including the Wom- needs of their most vulnerable and at-risk populations around Colorado. en In Construction Training Project, which trained low-come women and This work led to the development of strategies for youth, families and men of color to build homeless housing and helps them get jobs in the con- Veterans experiencing homelessness as part of the 100,000 Homes struction field. Zoe plays a national role in public policy work to Campaign, and ultimately was a stepping stone for the work Katie now secure more funding for supportive housing. Recently, she was a leading does. She enjoys bringing people together to figure out innovative force behind a new pilot project to bring new operating and services dollars approaches to housing projects and supports the continual development to Indian Country to help house homeless veterans (HUD Tribal VASH). of new and rehabbed units of supportive housing in Colorado, Utah, Nevada and New Mexico. Zoe is also a nationally recognized trainer and expert on supportive housing and is regularly asked to do speaking engagements at national conferences Katie holds a Bachelor's degree in Languages & Literature from Whitman and events. For the past 5 years Zoe has been leading the effort in 3 states: College and a Master's degree in Higher Education with a concentration Colorado, Utah and New Mexico to build a pipeline of supportive housing in Leadership and Organizational Change from the University of Denver. across the three states with a community based approach. To date 1900 units While pursuing her master’s, Katie worked at DU in the Center for have been produced with another 800 in production. Recently, Zoe was the Community Engagement & Service Learning as well as the Social key note speaker at the National American Indian Housing Council’s annual Justice Living & Learning Community. Her experiences with young legal symposium, Colorado National Association of Housing Authorities and people constantly inform her work in community development. is a regular trainer at Colorado Housing NOW and several other state and national conferences. Zoe often plays the role of project manager or owners representative and has worked directly for and with non-profits, state governments, faith based organizations and Native American Tribes. Zoe’s work philosophy is that the client is the most important part of any supportive housing community so our approach is to be direct and honest with our clients about the most effective way to get things done. We believe in outcomes and production and at the end of the day we are doing this work to make our communities safer and stronger.  OUR PHILOSOPHY Beaux means "Beautiful" in French; Simone is the feminine of Simon, and at its root in Hebrew, means "Harkening". Beautiful Harkening aims to listen to - and truly hear - what communities want. For many, this is safe and secure housing for all people. The people served in Supportive Housing buildings are the most important part of any project. That means we are direct and honest with our clients about the most effective way to get projects done in a way that ensures those residents succeed. Our focus is on producing homes and delivering outcomes. At the end of the day, we are doing this work to make our communities - and the people in them - safer, stronger and healthier. WHAT WE DO 1 Supportive Housing Toolkit BeauxSimone Consulting offers a 5-month long training series that builds the capacity of community providers and offers the skills and knowledge needed to build and operate successful permanent supportive housing projects. The training is production oriented with the goal being feasible projects that produce new or rehabbed units, including high-quality supportive services, based on best practices for the residents who will live in those units. Toolkits have been conducted in Minnesota, Colorado, Utah and New Mexico. A first-ever Tribal Toolkit was held in 2019, in partnership with HUD and the National American Indian Housing Council. 2 Training BeauxSimone Consulting offers trainings on numerous topics. Listed below are a sample of past offerings, but this is not a comprehensive list. Supportive Housing 101; Funding Supportive Housing and Developing Three Budgets: Capital, Operating and Services; Providing Services in Supportive Housing; Property Management in Supportive Housing; Working Together: Services and Property Management; Service Philosophy in Supportive Housing: Harm Reduction, Housing First, Trauma-Informed Care, Motivational Interviewing; Developing Your Service Plan, Tenant Selection Plan and Property Management Plan; Employment Services in Supportive Housing; Development 101; Low Income Housing Tax Credits 101; Developing Your Project Concept: Successful Supportive Housing Planning. 3 Project Development and Technical Assistance BeauxSimone Consulting offers technical assistance (TA) to organizations and communities interested in developing supportive housing. This includes helping organizations with a needs assessment, project concept development, capacity building, fundraising, responding to RFPs, writing applications and bringing the right partners to the table in order to assemble a strong development team that leads to the development of high-quality supportive housing. BeauxSimone Consulting can see the project to completion, throughout lease-up and beyond, as desired.  Overview BlueLine Property Management offers expertise on all facets of multifamily operations, including maintenance, construction, due diligence, market analysis, financial underwriting and valuation, repositioning analysis, and other strategic portfolio services. Expertise in this industry allows BlueLine to offer exceptional service to: ● The multifamily owners who entrust us to care for their assets ● The residents who entrust us to care for their apartment homes ● The associates who entrust us to create opportunities for career growth and satisfaction Our business intelligence, property and resident insurance, receivables, revenue management and screening optimize performance at the property and portfolio levels.  Key Personnel Kelly Gill – 50% Member, Operations and Asset Management, Vice President Kelly owns and operates BlueLine Property Management, LLC (BLPMC) and BlueLine Development, Inc. (BLD). Kelly runs the day to day operations for both companies and is the CFO of BLD. Kelly will review the monthly operations reports and make timely suggestions for adjustments for each property to maintain affordability. Kelly has been working in the affordable housing industry since 2005 and has completed 42 developments with 4% and 9% Tax Credits, HOME funding, RAD HUD funding, NAHASDA funding, CDBG funding, local and state public funds, and conventional financing. Kelly is a HCCP with the NAHB. Nate Richmond – 50% Member, Development Liaison with BLD, President Nate owns BLPMC and BLD. He is the CEO of BLD and will interface with the property management staff and development personnel for BLD. He will assist with Asset Management reviews annually to fine tune portfolio performance. Nate has been working in the affordable housing industry since 2003 and has completed 40 developments with 4% and 9% Tax Credits, HOME funding, RAD HUD funding, NAHASDA funding, CDBG funding, local and state public funds and conventional financing. Nate is a HCCP with the NAHB and a C3P. Nate Shepard – Accounting Liaison with BLD Nate Shepard is the Controller for BLD and will interface with the property management company as it relates to operations due to Asset Management and payment of developer’s fees. Nate Shepard began his affordable housing career at Lee and Company in the 2005/2006 audit season. Nate has his LIHTC Property Manager Certificate, SHCM from the National Affordable Housing Management Association, Spectrum RD S.T.A.R, Spectrum 4CP, and HCCP from the National Association of Homebuilders. Oriana Sanchez – Vice President of Property Management Operations Oriana is a licensed real estate broker in Wyoming and Colorado and is the Responsible Broker for the BlueLine Property Management, LLC real estate license in Wyoming. As the Vice President of Property Management Operations, Oriana is responsible for overseeing the day-to-day operations of the LLC and it’s responsibilities and duties as a property management company. This includes, but is not limited to: (1) supervising the processing and review of tenant rental applications; (2) supervising the processing, completion, and submittal, as necessary, of annual tenant income certification and qualification; (3) overseeing and supervising on-site managers; (4) as necessary, overseeing and supervising any maintenance or repair; overseeing and managing the property management bank accounts, including any trust and security deposit accounts; and (5) any additional authority, items, or duties directed or authorized by the President or Vice President. The Vice President of Property Management Operations shall report directly to the President or Vice President. Oriana joined BLD in June 2018 after 13 years with the Mental Health Center of Denver as the Real Estate Director. Her most recent endeavor included acting as the lead for the Sanderson Apartments, a 60-unit Permanent Supportive Housing development in Denver’s Mar Lee neighborhood. She was responsible for the project, bringing it from concept design through construction, and overseeing the lease up and establishing the property management team. Oriana has 20 years of experience in the affordable housing industry and was responsible for managing, maintaining and optimizing the center’s real estate portfolio. This included housing for over 300 individuals receiving mental health services. She is an Affordable Housing Manager and holds a Colorado Real Estate Broker’s license. Darlene Piszczek – Director of Property Management Operations Darlene oversees day-to-day property management operations for BlueLine Property Management. Darlene provides guidance for new properties as they come online and works with the Regional Managers to ensure the on-site staff have the training for different types of properties, such as Permanent Supportive Housing properties. Darlene is responsible for making sure that the BlueLine Development team adequately designs each property for the population being served with an appropriate budget for ongoing operations. Darlene Piszczek brings to Blueline over 20 years of experience in the affordable housing industry and the past 12 years her focus has been providing oversight on Supportive Housing properties. She has worked with development teams to bring the Property Management perspective to the deals. She has experience working with numerous Public Housing Authorities, as well as working very closely with service provider partners. Her philosophy is to hire good people who understand the population they are serving. You can teach people compliance; you can't teach people compassion. She heads the efforts in lease up and compliance as a new building opens and is responsible for the ongoing financial integrity of the entire portfolio. She is a Registered Housing Manager through the National Center for Housing Management. She also has her HCCP and Colorado and Wisconsin Broker’s license. Tonya Jones – Assistant Director Tonya began her career in property management in 2011 for two Permanent Supportive Housing apartment buildings, coming from a banking background at USBancorp. She was also a member of the US Army Reserve from 2005 to 2018 starting as a Chemical Specialist and ending as a Drill Instructor and wearing many hats in between. Prior to joining BlueLine, Tonya was the Veterans Housing Initiative Regional while also acting as a Lease-up Agent, Compliance Specialist, On-Boarding coach, and Software Administrator. She has certifications with NCHM for COS, COSa, and TCS and is working on her CPM through IREM. While she found success with her previous roles, her preference has always been with Permanent Supportive Housing and creative thinking – focusing on the success rates of the tenants within them. She is very solution-driven rather than problem-focused and believes nothing is impossible with the right team. Celeste Byers- Regional Manager Celeste Byers has been in the affordable housing industry for over 25 years. Her experience ranges from HUD section 8, Tax Credit, conventional (400 units), and luxury 26 story high-rise HOA communities. She worked directly with CHFA for 9 years as a Service Coordinator for low-income housing in Denver, Colorado. Currently, Celeste is a Property Manager for a Casper, Wyoming tax credit property and a Regional Manager for the Central and Western portion of Wyoming. She is responsible for tax credit properties, HUD section 8 and Rural Development Properties. She handles financial oversight of all properties, budgets, staff training, compliance training, and audits and oversight of the physical responsibilities of each site as well as communication with investors and all state authorities involved in the properties and those contracts. Nick Belnap – Regional Property Manager Nick specializes in working with those that have the most significant barriers to getting and maintaining housing -- those who have experienced homelessness. Nick started in Affordable Housing in 2011, working with the Housing Authority of Salt Lake City and the chronically homeless and homeless veterans. Since then, he has worked at Boulder Housing Partners and Cardinal Capital Management to operate Permanent Supportive Housing complexes throughout Colorado and Utah as a Property Manager, Regional Manager and Development Project Manager. Nick currently holds accreditation of Rental Housing Development Finance Professional and CO Real Estate Broker License. Working with the varied demographics has brought Nick unique skills from many eclectic models including Permanent Supportive Housing, Multi-Family Development, Social Services, Construction and Community Building. Currently, Nick also contracts with State Agencies and BeauxSimone Consulting to teach various groups the tenants of Housing First, Harm Reduction and Trauma Informed Care in Affordable Housing. Brooke Eversole – Accountant Brooke Eversole is a Staff Accountant who works on the Wyoming portfolio. Brooke works with the property managers and with the Regional Property Managers to handle all accounting and reporting functions. Brooke recently graduated from the University of Montana with an Associate of Applied Science in Accounting. Amanda Smith – Accountant Amanda Smith carries out accounting activities and financial reporting for the Colorado portfolio. She works with the property managers to perform the day-to-day accounting for Colorado. Amanda graduated Cum Laude from the University of Montana with an Associate of Applied Science in Accounting Technology. She has worked for two years for a large, local Missoula accounting firm before accepting a position with BlueLine Property Management.  Permanent Supportive Housing (PSH) Property Management Experience The Blueline Property Management team is made up of experienced team members with the unique skills that are required to do property management for Permanent Supportive Housing (PSH) buildings. Blueline's Director of Property Management offers 25 years of experience. 10 of those years were working directly with service providers and residents served in PSH. Blueline's Colorado Regional Manager has 10 years of experience working in the PSH industry, working hands on with the homeless population in urban and rural settings alike. Blueline's on-site property managers and maintenance team all have experience working with those who have the greatest barriers to getting and maintaining housing. One of our go to sayings is, You can teach compliance, you cannot teach compassion. Blueline sees property management as only one part of the greater whole. We collaborate with our partners and service providers to keep residents housed, knowing this might be one of their last resources available. We meet regularly as a team to discuss resident needs and to get in front of any issues that may hinder the chance of successful housing. We understand that in order to handle some of the bigger behaviors, we need to be willing to meet the residents where they are at. Which is why we work with our staff to understand some of the different modalities needed to successfully create a supportive community. Staff receives ongoing training and coaching specific on best practices in working with this population. Blueline Staff receives training on Trauma-Informed Care, Harm Reduction, Conflict Mediation, Roles and Responsibilities, Eviction Prevention and Policy, and common terminology associated with PSH. This is in addition to the training for the various compliance and legal requirements associated with property management. Eviction prevention is something the Blueline team has a wealth of experience in. Our creative approach to resolving issues and helping residents stay in compliance with their lease is one of our strengths. We understand that life is not always ‘black and white, but rather shades of grey’; and that is where our team functions the best. The team can be creative and resourceful when trying to resolve issues with residents. An example of this would be offering to sign a 'lease addendum to keep the military from spying’ with a veteran who had violated their lease, by being disruptive to the community due to unresolved personal issues. The resident was able to stabilize and no longer had outbursts because of the collective approach taken by all our team members, not only Property Management. Blueline staff is honored to be part of the journey for these individuals as they increase their life skills and move past barriers that have kept them from living the life they intend to. August 19, 2021 Attn: Matthew Childress, Commercial Lending Product Manager Wisconsin Housing and Economic Development Authority (WHEDA) 201 W. Washington Ave. Madison, WI 53703 Re: Edge of the Woods Place To Whom It May Concern: As a counselor who has partnered with Wise Women Gathering Place I am writing with excitement and anticipation for Edge of the Woods Place. I know there is a deep need in our community for a culturally appropriate housing development for individuals who are a member of a federally-recognized tribe and/or those who are experiencing homelessness or at risk of homelessness. Baeten Counseling & Consultation Team is a practice consisting of eight licensed therapists who provide comprehensive mental health and substance abuse outpatient therapy. We work with people on a variety of matters including but not limited to, alcohol abuse, domestic violence, anger management, group therapy, and trauma therapy. We believe in offering honest and direct communication, providing dignity and respect to all, and come with training and experience especially in offering trauma informed care. As the Director of this practice, I come with a long history of working with the Oneida Tribe from my work at Oneida Nation Behavioral Health where I oversaw over 20 clinicians. In 2017 I left that role to move full time into my own private practice, that continues to grow due to the need for counseling in our community. Baeten Counseling & Consultation Team has a strong partnership with, and deep respect for, Wise Women Gathering Place. We have been partnering together to identify funding and offer vouchers for therapy for current clients of WWGP. Additionally, I come into the organization every Monday and present a wellness project for staff, and ensuring that staff are being mindful of their own mental health in the difficult work they do each and every day. Together we navigate billing of insurance or finding grant funding for this critical counseling work for their clients. At Edge of the Woods Place I will continue my partnership with the WWGP team. Please be in touch with me with any additional questions you might have. Sincerely, Tina Marie Baeten, MSW, LCSW, MAC, CSAC, ICS Founder/Clinical Director Phone: (920) 632-4471 Email: tina@baetencounseling.com  2920 South Webster Avenue  Green Bay WI 54301  Ph: 920-632-4471 Fax: 920-632-4315  www.BaetenCounseling.com  4. Services to Be Provided to Residents 4.1. General Supportive Services Name of Service Provider Whether Whether (Legal Entity) - Include Lead In Our Provided Service Provider and/or Budget or In- On-Site or Others kind Off-Site Tenant orientation/move-in assistance Tenant’s rights education/tenants council Case management Coordination of all resident services Psychosocial assessment Baeten Counseling & In-Kind/bill On-Site and Consultation Baeten to Medicaid Off-Site Counseling & or Medicare Consultation Team Individualized service planning Individual counseling and Baeten Counseling & In-Kind/bill On-Site and support Consultation Team to Medicaid Off-Site or Medicare Referrals to other services and Baeten Counseling & In-Kind/bill On-Site and programs Consultation Team to Medicaid Off-Site or Medicare Crisis intervention Peer mentoring Support groups Baeten Counseling & In-Kind/bill On-Site and Consultation Team to Medicaid Off-Site or Medicare Recreational/socialization opportunities Legal assistance Transportation Meals Other nutritional services: Food Pantry Emergency financial assistance Other (specify):  2920 South Webster Avenue  Green Bay WI 54301  Ph: 920-632-4471 Fax: 920-632-4315  www.BaetenCounseling.com  4.2. Independent Living Skills Name of Service Provider Whether Whether (Legal Entity) - Include Lead In Our Budget Provided On- Service Provider and/or Others or In-kind Site or Off- Site Communication skills Conflict resolution/mediation training Personal financial management & budgeting Credit counseling Representative payee Entitlement assistance/benefits counseling Training in cooking/meal preparation Training in personal hygiene and self-care Training in housekeeping Training in use of public transportation Assistance with activities of daily living Other (specify): 4.3. Health/Medical Services Name of Service Provider Whether Whether (Legal Entity) - Include Lead In Our Provided Service Provider and/or Budget or In- On-Site or Others kind Off-Site Routine medical care Specialty medical care Medication management or monitoring Health and wellness education Nursing/visiting nurse care Other (specify): Dental  2920 South Webster Avenue  Green Bay WI 54301  Ph: 920-632-4471 Fax: 920-632-4315  www.BaetenCounseling.com  4.4. Mental Health Services Name of Service Provider Whether Whether (Legal Entity) - Include Lead In Our Budget Provided On- Service Provider and/or or In-kind Site or Off- Others Site Individual psychosocial Baeten Counseling & I In-Kind/bill On-Site and assessment Consultation Team to Medicaid Off-Site or Medicare Individual counseling Baeten Counseling & In-Kind/bill On-Site and Consultation Team to Medicaid Off-Site or Medicare Group therapy Baeten Counseling & In-Kind/bill On-Site and Consultation Team to Medicaid Off-Site or Medicare Support groups Baeten Counseling & In-Kind/bill On-Site and Consultation Team to Medicaid Off-Site or Medicare Peer mentoring/support Baeten Counseling & In-Kind/bill On-Site and Consultation Team to Medicaid Off-Site or Medicare Education about mental illness Baeten Counseling & In-Kind/bill On-Site and Consultation Team to Medicaid Off-Site or Medicare 4.5. Substance Abuse Services Name of Service Provider Whether Whether (Legal Entity) - Include Lead In Our Budget Provided On- Service Provider and/or or In-kind Site or Off- Others Site Recovery readiness services (tenants with active addictions) Relapse prevention and Baeten Counseling & In-Kind/bill On-Site and recovery planning Consultation Team to Medicaid Off-Site or Medicare Substance abuse counseling Baeten Counseling & In-Kind/bill On-Site and (individual) Consultation Team to Medicaid Off-Site or Medicare Substance abuse counseling (group) Methadone maintenance Harm-reduction services Peer support groups (i.e. - AA/NA/CA) Sober recreational activities Detoxification treatment and In- patient Rehabilitation Rehabilitation program (out- patient) Other (specify):  2920 South Webster Avenue  Green Bay WI 54301  Ph: 920-632-4471 Fax: 920-632-4315  www.BaetenCounseling.com   4.6. Employment Services Name of Service Provider Whether Whether (Legal Entity) - Include Lead In Our Budget Provided On- Service Provider and/or or In-kind Site or Off- Others Site Job skills training (certificate programs) Job skills training (non-certificate services) Education Job readiness training: resumes, interviewing skills Job retention services — support, coaching Job development/job placement services Opportunities for tenants to volunteer Other (specify): 4.7. Services for Families Name of Service Provider Whether Whether (Legal Entity) - Include Lead In Our Budget Provided On- Service Provider and/or Others or In-kind Site or Off- Site Support group for parents Support group for children Support group for families Assistance in accessing entitlements (including child support) Parenting/child development classes All-day childcare After-school care Temporary childcare during parent’s illness, detox, etc. Tutoring children Domestic violence services Family advocacy (specify): Family reunification (specify): Other family services (specify): Approved by: ________________________________________________ ____________ Alice Skenandore Date Executive Director, Wise Women Gathering Place ________________________________________________ _8/19/2021___ Tina Marie Baeten, MSW, LCSW, MAC, CSAC, ICS Date Founder/Clinical Director, Baeten Counseling & Consultation Team  2920 South Webster Avenue  Green Bay WI 54301  Ph: 920-632-4471 Fax: 920-632-4315  www.BaetenCounseling.com 