Downtown Economic Growth Authority Board

Agenda Downtown Economic Growth Authority Board of Directors City of Kalamazoo Monday, July 13, 2026 3:00 PM City Commission Chambers – 241 West South Street A. CALL TO ORDER/ROLL CALL 1. Purpose: The purpose of this Downtown Development Authority is to halt property value deterioration and promote economic growth within its business district, to increase property value. The purpose of this Downtown Economic Growth Authority is to correct and prevent deterioration in residential, commercial, and industrial areas, to authorize the acquisition and disposal of interests in real and personal property; to authorize the creation and implementation of development plans and development areas. The Kalamazoo DDA and DEGA, acting in concert, have set forth the strategic objective of focusing its resources on improving “The First 16 Feet”, a three- dimensional volume of space including buildings ground floor façade, the frontage that exists between the façade and the common space, and the common space that provides access to and through the district. B. ADOPTION OF FORMAL AGENDA C. APPROVAL OF MINUTES 1. Approval of the minutes from the meeting of the Downtown Economic Growth Authority Board on June 15, 2026. (Action: Motion to approve) D. REPORTS AND PRESENTATIONS 1. Financial Report - May 2026 (Action: Motion to accept the May 2026 Downtown Economic Growth Authority financial statement) 2. Step-Aside Request - Rose Phase 3 Development Presentation Page 1 of 26 DEGA Board Agenda Page 2 of 2 July 13, 2026 3. Downtown Report - July 2026 E. DISCUSSION/ACTION ITEMS 1. 2027 DEGA Draft Budget Review 2. Strategic Retreat Facilitator Recommendation [ACTION: Motion to approve the engagement of Dams & Associates, Inc. to provide strategic planning and retreat facilitation services as outlined in the attached proposal, for a total cost not to exceed $4,200] 3. Ambassador Program Grant Acceptance [Action: Motion to accept a $15,000 grant from the Jim Gilmore Jr. Foundation to support enhancements to the 2026 Downtown Ambassador Program, with specific service enhancements to be developed by the Placemaking Committee in partnership with the Foundation] 4. Farmer's Alley Fencing Grant Acceptance [Action: Motion to accept a $25,000 grant from the Jim Gilmore Jr. Foundation to support the Farmer's Alley placemaking project through the installation of new fencing adjacent to the project area] F. PUBLIC COMMENTS G. DIRECTOR COMMENTS H. ADJOURNMENT Page 2 of 26 Board of Directors Regular Meeting Minutes June 15, 2026, 3 p.m. | City Hall, 241 W. South Street PRESENT: Curt Aardema, Harvin Sandhu, Trisha Kidd, Rick Searing, Stanley Steppes, Cheng Kidd Sun, Connor Sampson STAFF: Meghan Behymer (Downtown Coordinator), Maria Smith (Community Investment Administrative Assistant), Jessica Wood (DEGA Legal Counsel) virtual, Edith Aviles (CPED Intern) Christina Anderson (Deputy Director of CPED & City Planner) OTHER: Dorcia Mulder (Okun Brothers Shoes), Amanda Paul (Okun Brothers Shoes), Rob Peterson (Dover Birch) A. CALL TO ORDER DIRECTOR AARDEMA CALLED THE MEETING TO ORDER AT 3:01 P.M. PRESENT: Curt Aardema, Harvin Sandhu, Trisha Kidd, Rick Searing, Stanley Steppes, Cheng Kidd Sun, Connor Sampson EXCUSED ABSENCE: Mayor David Anderson, Clarence Lloyd UNEXCUSED ABSENCE: None. JUNE 15, 2026, ATTENDANCE, INCLUDING EXCUSED AND UNEXCUSED ABSENCES, IS RECORDED. 1. Purpose Statement: The purpose of this Downtown Development Authority is to halt property value deterioration and promote economic growth within its business district, to increase property value. The purpose of this Downtown Economic Growth Authority is to correct and prevent deterioration in residential, commercial, and industrial areas, to authorize the acquisition and disposal of interests in real and personal property; to authorize the creation and implementation of development plans and development areas. Page 3 of 26 Board of Directors Regular Meeting Minutes June 15, 2026, 3 p.m. | City Hall, 241 W. South Street The Kalamazoo DDA and DEGA, acting in concert, have set forth the strategic objective of focusing its resources on improving “The First 16 Feet”, a three- dimensional volume of space including buildings ground floor façade, the frontage that exists between the façade and the common space, and the common space that provides access to and through the district. B. ADOPTION OF FORMAL AGENDA DIRECTOR SEARING MOTIONED TO ADOPT THE JUNE 15, 2026, DOWNTOWN ECONOMIC GROWTH AUTHORITY AGENDA. DIRECTOR STEPPES SECONDED. NO OBJECTIONS. MOTION CARRIED. C. APPROVAL OF MINUTES DIRECTOR SUN MOTIONED TO APPROVE THE MINUTES FROM MAY 11, 2026, DOWNTOWN ECONOMIC GROWTH AUTHORITY MEETING. DIRECTOR SAMPSON SECONDED. NO OBJECTIONS. MOTION CARRIED. Trisha Kidd entered the meeting at 3:03PM. D. REPORTS AND PRESENTATIONS 1. Financial Report – April 2026 (Meghan Behymer, Downtown Coordinator) Behymer reviewed the April 2026 financial report: In April, the Downtown Economic Growth Authority (DEGA) received $1,083,440 in total revenue. Key revenue categories included: Taxes ($1,081,940) and Private Contributions and Sponsorships ($1,500) from the Arts Council of Greater Kalamazoo in support of Beats on Bates. 2026 year-to-date revenues total $1,142,650. In April, DEGA expenditures totaled $67,731. Key expense categories included: Professional and Contractual Services ($50,158) for Ambassador Program Block by Block Contract ($35,500), Bigbelly Waste and Recycling ($8,158), and Earley & Associates concrete our for Bigbelly pads ($6,500); Solid Waste Disposal ($550); Repairs and Maintenance Services ($966) for Portland Loo pipe repair; Consulting Services and Fees ($5,906) for A5 Group Inc. services; Legal Services ($1,403); and Community Promotion ($8,748) for Beats on Bates marketing ($6,500), Chili Cook-Off sponsorship Page 4 of 26 Board of Directors Regular Meeting Minutes June 15, 2026, 3 p.m. | City Hall, 241 W. South Street ($1,000) and holiday lighting grant ($1,248). 2026 year-to-date expenditures total $346,877. Behymer also noted the contracts and agreements didn’t include the execution of the Food Service Packaging Institute MOU, grant funded recycling and education signage efforts. DIRECTOR SUN MOTIONED TO ACCEPT THE APRIL 2026 DOWNTOWN ECONOMIC GROWTH AUTHORITY FINANCIAL REPORT. DIRECTOR SANDHU SECONDED. NO OBJECTIONS. MOTION CARRIED. 2. Downtown Report – June 2026 (Meghan Behymer, Downtown Coordinator) Behymer reviewed the Downtown Report and gave updates including installation of 31 new self-watering planters throughout the Kalamazoo Mall through a donation from a philanthropic partner, Perregrine-Huff Foundation. The Ambassador team supported installation and ongoing maintenance. Pride Festival and Jumpstart Weekend were successfully activated at Festival Place despite prior construction closure. Banners were installed denoting progress at the festival site. Lessons learned from initial festival activation are expected to support upcoming festival operations. Behymer gave an update on the Business Recruitment and Retention Committee that is working on a physical occupancy campaign expected to launch in July, reviewing business recruitment marketing piece data, and developing a downtown business listening tour. Behymer’s other updates included that Downtown Dollars have been accepted at 60% of businesses this year. The Downtown Ambassadors have expanded their peak operating schedule and have been working to add planters, install BigBelly units, and prepare for summer and Festival Place events. Director Searing and Behymer gave updates from the Placemaking Committee including status on Placemaking projects, efforts to coordinate with Landscape Forms to install furniture donations, the City-owned Portland Loo being repaired late June, and review of the 9 way-finding RFP proposals. Director Aardema discussed the several neglected areas around downtown and the need for maintenance and identifying who is responsible. Page 5 of 26 Board of Directors Regular Meeting Minutes June 15, 2026, 3 p.m. | City Hall, 241 W. South Street Director Kidd reviewed updates from the Events & Marketing Committee including a recommendation for a new website service provider, planning a pilot Student Content Creator Program, recapping approved event sponsorship grants, development of a digital business directory, and plans for an expanded WMU Downtown Event Day. Behymer introduced an idea for an educational social media post regarding the new parking system. Additional updates included exploration of stronger marketing coordination, continued committee work and preparation for future board budget and strategic planning initiatives, and announcement that a new downtown staff position has been filled, with anticipated onboarding in early July to support business outreach, events, marketing, committee operations, and downtown initiatives. E. DISCUSSION/ACTION ITEMS 1. Student Creator Program The Board reviewed a recommendation to support 1-2 local college students in a 10-week pilot student content creation initiative in partnership with Discover Kalamazoo during the fall 2026 semester. The intent of the program is to engage students in downtown storytelling and promotion, expand digital and social media content, and increase visibility of downtown experiences. The proposed Board contribution of $3,000 in partnership with other entities is expected to help cover the total cost for the program at $6,000. DIRECTOR SUN MADE A MOTION TO AUTHORIZE A CONTRIBUTION OF UP TO $3,000 TO DISCOVER KALAMAZOO TO SUPPORT IMPLEMENTATION OF THE KALAMAZOO STUDENT CONTENT CREATOR PROGRAM PILOT DURING FALL 2026 SEMESTER. DIRECTOR SANDHU SECONDED. MOTION APPROVED WITH NOONE OPPOSED. 2. Website Services Provider and Brand Implementation The Board reviewed a website refresh and service transition to align with the downtown brand rollout. The scope of the website service will include website refresh, hosting and maintenance, and implementation of approved branding for 6 months starting July 1, 2026. DIRECTOR SEARING MADE A MOTION TO AUTHORIZE KZOOM TO COMPLETE THE DOWNTOWNKALAMAZOO.ORG WEBSITE REFRESH ASSOCIATED WITH THE DOWNTOWN KALAMAZOO BRAND ROLLOUT AND Page 6 of 26 Board of Directors Regular Meeting Minutes June 15, 2026, 3 p.m. | City Hall, 241 W. South Street PROVIDE WEBSITE HOSTING AND MAINTENANCE SERVICES THROUGH DECEMBER 31, 2026, IN AN AMOUNT NOT TO EXCEED $5,340. AUTHORIZE THE BOARD CHAIR TO EXECUTE ALL DOCUMENTS NECESSARY TO TRANSITION WEBSITE SERVICES FROM MAESTRO TO KZOOM AND IMPLEMENT THE APPROVED SERVICES. SUPPORTED BY DIRECTOR SUN. NO OBJECTIONS. MOTION APPROVED. 3. Pedestrian Wayfinding Kiosk Updates The Board discussed a proposal to refresh 5 out of 8 pedestrian wayfinding kiosks using the Downtown Kalamazoo/Streets For All map design. The intent is to create an early improvement while broader wayfinding planning continues and improve visibility and business discovery downtown. Board members expressed concerns about the high cost for a temporary change, but it was agreed that the other quotes would be obtained to seek a lower cost vendor. Other ideas discussed were replacing a kiosk with just branding, including a QR code on the map, and placing the map on businesses and vacant storefronts. DIRECTOR SUN MADE A MOTION TO AUTHORIZE AN INVESTMENT OF UP TO $11,200 FOR THE UPDATE OF FIVE EXISTING PEDESTRIAN WAYFINDING KIOSKS UTILIZING THE PROPOSED DOWNTOWN KALAMAZOO/STREETS FOR ALL MAP DESIGN, AS RECOMMENDED BY THE PLACEMAKING COMMITTEE. DIRECTOR STEPPES SECONDED. NO OBJECTIONS. MOTION APPROVED. F. PUBLIC COMMENTS None. G. DIRECTOR COMMENTS Director Searing thanked Behymer for her work to get the Festival Place running after the lengthy vacancy and lack of maintenance. He acknowledged that thousands of people were able to attend the festival because of the commitment to get the space reactivated. H. ADJOURNMENT Page 7 of 26 Board of Directors Regular Meeting Minutes June 15, 2026, 3 p.m. | City Hall, 241 W. South Street DIRECTOR SUN MOTIONED TO ADJOURN, SUPPORTED BY DIRECTOR SEARING. MOTION APPROVED WITH NOONE OPPOSED. The meeting was adjourned at 4:06 P.M. Page 8 of 26  Downtown Economic Growth Authority May 2026 Financial Summary In May, the Downtown Economic Growth Authority (DEGA) received no revenue. 2026 year-to-date revenues total $1,142,650. In May, DEGA expenditures totaled $42,508. Key expense categories included: Professional and Contractual Services ($40,083) for Ambassador Program Block by Block Contract ($35,500) and Bigbelly Waste and Recycling ($4,583);; Solid Waste Disposal ($1,091); and Legal Services ($1,334). 2026 year- to-date expenditures total $389,384. Contract and Agreement Snapshot (see full table below) includes agreements the DEGA is currently entered into and the contract period. Contract and Agreement Snapshot Contractor Contract Description Contract Period Big Belly Solar Bigbelly Waste & Recycling December 2021 – May 15, 2028 Block by Block Ambassador Program Agreement October 2025 – Sept. 2028 City of Kalamazoo Service Agreement February 2024 – February 2027 City of Kalamazoo Loan Agreement Dec. 2024 – Dec. 2035 Guess Who’s Dancing Fitness Beats on Bates February 2026 – Dec. 2026 Page 9 of 26  Downtown Economic Growth Authority Statement of Activity 5/31/2026 Total Available Cash 1,217,621 2026 Budget May 2026 YTD Actuals Revenues Taxes 1,126,558 1,081,940 Other Revenue - Private Contributions and Sponsorships 1,500 Contributions from COK 59,210 59,210 Contributions from Solid Waste Fund 32,000 - Contributions from Grants - Total Revenues 1,217,768 - 1,142,650 Expenses Operating Supplies - Professional And Contractual Services 544,000 40,083 185,715 Solid Waste Disposal 8,500 1,091 3,327 Communication And Network Services 600 - Repairs And Maintenance Services 24,000 966 Consulting Services And Fees 27,166 14,831 Audit Fees 13,400 - Legal Services 30,000 1,334 6,003 Memberships And Subscriptions 2,500 - Professional Development 7,000 - Payroll 80,000 - Administrative Fees 187,500 46,875 Promotion And Advertisting 65,000 15,546 Contribution To General Fund 30,000 - Contribution To DDA 52,374 - Community Promotion 165,000 63,748 Notes Payable - Principle 92,667 45,806 Notes Payable Interest 41,266 6,568 Total Expenses 1,370,973 42,508 389,384 Revenues Less Expenses (153,205) (42,508) 753,266 Notes: Long Term Debt: Agreement Amount Payments Made* Balance Mavcon Agreement 483,000 90,934 392,066 City of Kalamazoo 1,060,000 - 1,060,000 *Will include all payments to show decreasing balance Professional And Contractual Services: May 2026 YTD Actuals Recycling Services - BIG BELLY SOLAR LLC 4,583 43,715 Ambassador Services - BLOCK BY BLOCK 35,500 142,000 TOTAL 40,083 185,715 Community Promotion: Beats on Bates Events - Sponsorship 56,500 Chili Cook Off – SOUTHWEST MI FIRST 1,000 Winter In the Zoo 5,000 Holiday Lighting Grant 1,248 TOTAL - 63,748 Page 10 of 26 June 24, 2026 Downtown Economic Growth Authority Attn: Clarence Lloyd, Vice Chair Attn: Meghan Behymer, Downtown Coordinator City of Kalamazoo Sta Liaison 241 W South St Kalamazoo, MI 49007 RE: 116 W Cedar DEGA Opt-Out Request Please accept this DEGA Step-Aside request for the 116 Cedar project located in the DEGA. In addition to project information included in the DEGA Step-Aside form, please see additional information below related to this project. A site plan, renderings, and property map are also included in this DEGA Step-Aside request. This project represents an excellent opportunity to build on the investment progress in the City’s downtown by activating an underutilized property to bring it to its highest and best use. The completion of this project will add 71 new residential units to the downtown market, complimenting adjacent housing developments in 400 Rose Phase I and Phase II, and adding density to the urban core. We look forward to discussing this project with you and the need for a DEGA Step-Aside to bring this project with significant a ordability to fruition. Project A ordability This project will include income-restrictions on 15 units (20% of the development) for a duration of 20 years. These income-restricted units include one unit at 30% AMI, one unit at 40% AMI, one unit at 50% AMI, three units at 60% AMI, and 9 units between 60% to 90% AMI. In addition to the income restrictions for 20 years, the project is expected to deliver all market rate units at or below 100% AMI rents. While these units will not carry income and rent restrictions, they are expected to be o ered at rates that meet the market demands. DEGA Opt Out The DEGA Opt Out quantified in the application assumes all local millage rates identified in the DEGA TIF Plan through 2048, the anticipated term end of the DEGA TIF Plan. Should the DEGA TIF Plan be extended through the duration of TIF Capture on this project (2058), the total DEGA opt out is estimated at $3,347,606. The value of the DEGA Opt Out is significantly reduced in the first 15 years of the project as a result of the Neighborhood Enterprise Zone (NEZ) abatement being pursued on this project. Page 11 of 26 Job Creation This project is primarily residential in nature, and not expected to be a significant source of new permanent job creation. Given a hard cost construction estimate on this project of approximately $15.9 million, there is expected to be significant temporary construction job creation through the construction phase of this project. This project is expected to include a small ground-floor commercial suite, which may include permanent job creation. These jobs would ultimately be dependent on the tenant to occupy the space. Please do not hesitate to reach out with any questions or additional information needed for the DEGA to review and evaluate this request. Greg Dobson 116 West Cedar, LLC 269-323-2022 MJ_ND 4906-9888-2487v1 Page 12 of 26 Step-Aside Project Information Request Form This form must be submitted to the Downtown Economic Growth Authority prior to presenting a project for step-aside consideration. The information provided will be shared with the DEGA Board as a reference during project review and deliberation. PROJECT INFORMATION Project Name 116 Cedar Project Address/Location (include parcel ID number) 116 W Cedar and 427, 431, and 433 S Rose St (06-22-130-004, 06-22-130-003, 06-22-130-002, 06-22-130-001) Description of Project Concept The proposed redevelopment consists of four parcels totaling approximately 0.943 acres in the City of Kalamazoo, Kalamazoo County. The project will involve preparing the site for redevelopment to make way for 71 residential rental units. This project will be adjacent to the completed 400 Rose Phase I and Phase II projects at the northwest corner of the intersection of South Rose Street and West Cedar Street. The development will redevelop a piece of property in the urban core that was formerly used as a fire station and surface parking lot, prior to a relocation of the fire department. The completion of this project will create density in the urban core and bring this site to its highest and best use, while supporting complete neighborhoods by complementing existing residential development in the surrounding area. The development is expected to include 31 studio units, 28 one-bedroom units, and 12 two-bedroom units. The development is expected to include 15 income-restricted residential units for a duration of 20 years. These units will include a mix of studio units, one-bedroom units, and two-bedroom units with varying levels of affordability. The income-restricted units are expected to be affordable to households earning approximately 30% of Area Median Income (AMI) to 90% of Area Median Income (AMI). Visual Aids Please list and describe below any visual aids attached to this information form (e.g. conceptual site plans, architectural renderings, before/after photographs, or other visual materials) Eligible Property Map, Site Plan, Renderings Total Estimated Investment Total Plan Length Estimated Project Start/Completion Date $19,320,217 30 Fall 2026/Fall 2028 PROJECT APPROVAL STATUS Please describe the current stage of approval with relevant departments (e.g., Part 1 application to BRA submitted, site plan approval underway, etc.): CKBRA Part II Application, underwriting materials and a Brownfield Plan have been submitted to the BRA. Site Plan approval is in process with the City of Kalamazoo. Page 13 of 26 TAXABLE VALUE INFORMATION Current Taxable Value $80,328 Anticipated Taxable Value Upon Project Completion $4,093,492 Estimated DEGA Capture Lost Assuming a 100% step aside, what is the estimated DEGA capture lost. We can calculate the impact of a partial step aside (e.g., 80-20) from this information. $1,572,302 HOUSING COMPONENT ☐ Yes ☐ No If yes, indicate housing type: ■ Is housing a component of the project? ■ ☐ Rental ☐ Sales Does the project include affordable housing (if yes, provide details below)? ☐ ■ Yes ☐ No Total Number of Units: 71 Percentage Breakdown: Affordable 15 Workforce 56 Market Rate 0 JOB CREATION Number of Jobs Created: Full-time Part-time: Type of Employment: ☐ Permanent ☐ Temporary OTHER INCENTIVES List any local, state, or federal incentives considered, applied for, or awarded. City Housing Development Fund Grant; County Housing for All Grant; City of Kalamazoo Brownfield Redevelopment Authority Demolition Grant Submission Instructions: Completed forms and supporting documents must be submitted to the Downtown Economic Growth Authority at downtown@kalamazoocity.org. Submission of this form is required before presenting a step-aside request to the DEGA Board. Developers are expected to reference and discuss the information provided during their project presentation. Page 14 of 26 116 W Cedar Street Parcel ID: 06-22-130-004 0.766 Acres Kalamazoo, MI 49007 Legal Description: 6622 Section 22-2-11 Beginning at a point on the east line of South Rose Street 109.5ft North of the north line of West Cedar Street; thence North 82.5ft along the east line of South Rose Street; thence East 99ft parallel to the north line of West Cedar Street; thence South 20ft parallel to the east line of South Rose Street; thence East parallel to the north line of West Cedar Street to a point 227.7ft East of the east line of South Rose Street; thence Southerly to a point on the north line of West Cedar Street 141.87ft West of the west line of South Burdick Street; thence West along the north line of West Cedar Street to a point 71ft East of the east line of South Rose Street; thence North 109.5ft parallel to the east line of South Rose Street; thence West 71ft parallel to the north line of West Cedar Street to the place of beginning. 427 S Rose Street Parcel ID: 06-22-130-003 0.059 Acres Kalamazoo, MI 49007 Legal Description: 6614 COM ON E LI OF ROSE ST 73FT N OF N LI OF CEDAR ST, TH E 71FT, TH N 36.5 FT, TH W 71FT, TH S 36.5FT TO BEG. Page 15 of 26 431 S Rose Street Parcel ID: 06-22-130-002 0.059 Acres Kalamazoo, MI 49007 Legal Description: 6616 COM ON E LI OF ROSE ST 36.5FT N OF N LI OF CEDAR ST, TH E 71FT, TH N 36.5FT, TH W 71FT, TH S 36.5FT TO BEG. 433 S Rose Street Parcel ID: 06-22-130-001 0.059 Acres Kalamazoo, MI 49007 Legal Description: 6618 Commencing on the northeast corner of Rose Street & Cedar Street; thence North 36.5ft; thence East 71ft; thence South 36.5ft; thence West 71ft to the point of beginning. Page 16 of 26  Existing Loading Dock Wall on Neighboring | 98-112 Existing 5-Story Building are FE 1281818 Existing 2-Story Building Il Trash Bike »|}— Existing Utility Pole’ Pet Relief Area |] Enctosure | storage # TL S À 111H1S 0 A en OE EM Y Overhead Utility Lines Two-Way, 66' NG LS | Existing 1-Story BURDICK Building Public 1S04 ‘M'O'H a1} 99 AeM-OML, | —existing Utility Pole. - ~ Tor S New Construction 4-Story Residential STREET UN 4 Main Entry p> ql | Line of Canopy Above AA en OE Existing Surface Parking 50 Parking Spaces 23 Spaces 10€ D A A Gross Building Area 13,189 sq ft soa W CEDAR STREET Two-Way, 66' Public R.O.W. Site Plan 1 SCALE: 1" = 30" N Site Plan 431 S Rose Kalamazoo, MI 9/9/25 5 Pappageorge Haymes Partners sete SMLIVA SU AD: AHORA 9 936052 Ha Page 17 of 26 2027 DEGA Annual Budget Plan 2025 Budget 2026 Budget 2027 Draft Budget % Change if >10%, need to explain reason for variance Expenditures: Strategic Pillar: Strong & Sustainable $ 237,200.00 $ 507,307.04 $ 697,614.08 37.5% Downtown Projects Coordinator $ - $ 80,000.00 $ 85,000.00 6.3% City Service Agreement (Downtown Coordinator role inclusive) $ 125,000.00 $ 187,500.00 $ 187,500.00 0.0% Legal Services $ 30,000.00 $ 30,000.00 $ 30,000.00 0.0% Professional Development $ 13,000.00 $ 7,000.00 $ 8,000.00 14.3% Additional staff Memberships $ 3,000.00 $ 2,500.00 $ 3,500.00 40.0% Additional staff Audit $ 13,800.00 $ 13,400.00 $ 12,800.00 -4.5% Cell Phone $ 600.00 $ 600.00 $ 600.00 0.0% Debt Servicing $ 52,400.00 $ 186,307.04 $ 320,214.08 71.9% Accelerated payment of City loan Debt Servicing - CoK Principal $ - $ 92,666.41 $ 185,332.82 100.0% Debt Servicing - CoK Interest $ - $ 41,240.63 $ 82,481.26 100.0% Debt Servicing - Mavcon $ 52,400.00 $ 52,400.00 $ 52,400.00 0.0% Rent $ - $ - $ 50,000.00 New Strategic Pillar: Clean, Safe & Welcoming $ 431,500.00 $ 564,500.00 $ 965,000.00 70.9% Service expansion to align with broader downtown Ambassador Program $ 399,000.00 $ 426,000.00 $ 750,000.00 76.1% coverage; addition of public restrooms Bigbelly Program $ 100,000.00 $ 140,000.00 40.0% Service expansion to align with broader downtown Landscaping $ 20,000.00 $ 20,000.00 $ 55,000.00 175.0% Increased beautification needs throughout downtown Landscaping - Kalamazoo Mall $ 20,000.00 $ 20,000.00 $ 35,000.00 75.0% Landscaping - Bates Alley $ - $ 5,000.00 New Landscaping - Michigan Avenue $ 3,500.00 New Landscaping - North Mall $ 7,500.00 New Landscaping - Rose Street Median $ 4,000.00 New Portland Loo $ 5,000.00 $ 10,000.00 $ 10,000.00 0.0% Solid Waste $ 7,500.00 $ 8,500.00 $ 10,000.00 17.6% Increased Ambassador and Bigbelly service area Strategic Pillar: Streetwise & Connected $ - $ 75,000.00 $ 150,000.00 100.0% Wayfinding Implementation $ - $ 75,000.00 $ 150,000.00 100.0% Strategic Pillar: Place with Purpose $ 20,000.00 $ 42,000.00 $ 245,000.00 483.3% Placemaking Project: Water Street Overpass $ - $ - $ 55,000.00 New Placemaking Enhancement: Bates Alley $ - $ 12,000.00 $ 75,000.00 525.0% Holiday Lighting Contribution $ 20,000.00 $ 30,000.00 $ 35,000.00 16.7% Arcadia Creek Bridge Repairs $ - $ - $ 80,000.00 New Strategic Pillar: Vibrant & Visible $ 4,000.00 $ 182,166.68 $ 200,500.00 10.1% Marketing & Advertising $ - $ 88,166.68 $ 100,000.00 13.4% Event Sponsorship Program $40,000.00 $40,000.00 0.0% Beats on Bates $ 50,000.00 $ 56,500.00 13.0% Website $ 4,000.00 $ 4,000.00 $ 4,000.00 0.0% Website - Hosting and Maintenance $ 4,000.00 $ 4,000.00 $ 4,000.00 0.0% Website - ADA Improvements $ - $ - #DIV/0! Signature Event (Extension of Beats on Bates in Fall) Strategic Pillar: Built for Business $ - $ - $ 225,000.00 Marketing & Advertising $0.00 $0.00 $10,000.00 New Downtown Dollars Construction Incentive $0.00 $0.00 $50,000.00 New Retention and Recruitment Incentive Grants $0.00 $0.00 $50,000.00 New Step-up lease or rent subsidy program (new business) $0.00 $0.00 $40,000.00 New Extended Hours Stipend Pilot (existing business) $0.00 $0.00 $25,000.00 New Occupancy Campaign and Public Input $0.00 $0.00 $10,000.00 New Broker or recruitment consultant, scaled down $0.00 $0.00 $40,000.00 New TOTAL EXPENDITURES $692,700.00 $1,370,973.72 $2,483,114.08 81.1% Revenues: Local Tax Capture $883,600.00 $1,126,558.87 $2,530,000.00 124.6% Solid Waste Fund $32,000.00 $32,000.00 $32,000.00 0.0% Grants $50,000.00 $65,000.00 Mall Maintenance $59,210.00 $59,210.00 $59,210.00 0.0% TOTAL REVENUES $1,024,810.00 $1,282,768.87 $2,621,210.00 104.3% Excess (Deficit) $332,110.00 -$88,204.85 $138,095.92 256.6% Page 18 of 26 July 2, 2026 Curt Aardema, Chair Downtown Development Authority & Downtown Economic Growth Authority Meghan Behymer, Downtown Coordinator City of Kalamazoo SUBJECT: Strategic Planning Statement of Work Dear Meghan and Curt: Thank you for the invitation to facilitate the DDA/DEGA strategic planning retreat. Attached please find my statement of work that outlines the process we discussed on June 26. Please do not hesitate to let me know if we need to modify the scope of work in order to make this proposal better suit your expectations. Respectfully submitted, Dams & Associates, Inc. Peter Dams, Ph.D. President Dams & Assoc iates, Inc. | 876 Mill er Road | Plainwell, MI 49080 P 269-501-3000 | F 866-472-0554 | www.DamsandAssoci ates.com | pd ams@d ams andassoci ates.com Page 19 of 26 Kalamazoo DDA & DEGA Strategic Planning Statement of Work A. Consultant Bio Dr. Peter Dams is a facilitator and strategic planner with over twenty years’ experience leading a wide range of strategic planning processes. Clients include nonprofit organizations, small to mid-size businesses, global corporate functions, state and international associations, municipalities, as well as state universities and a federal agency. Peter received his Ph.D. in Psychology from Western Michigan University with an emphasis on the science of behavior analysis and organizational systems. In 2005, Peter founded Dams & Associates and since then has authored strategic plans for over 90 organizations in Michigan and around the nation (Exhibit 1). He is also a frequent presenter at regional and international conferences (Exhibit 2). B. Kalamazoo Projects Peter’s recent clients include the following Kalamazoo-based organizations: • College of Arts and Sciences, Western Michigan University • Community Healing Centers • Community Homeworks • Department of Biological Sciences, Western Michigan University • Fontana Chamber Arts • Fox Music Center • Gryphon Place • Kalamazoo Autism Center • Kalamazoo/Battle Creek International Airport • Kalamazoo Civic Theatre • Kalamazoo Neighborhood Housing Services • Metro Kalamazoo • Stulberg International String Competition 1 Page 20 of 26 Kalamazoo DDA & DEGA Strategic Planning Statement of Work C. Scope You are seeking to update and expand the current DDA/DEGA strategic plan created in the summer of 2025. This update has been necessitated by a substantial change in board composition. D. Planning Process 1. Review the DDA/DEGA strategic plan 2025-2027 and budget planning framework for background and discuss related questions with you. 2. Meet with a Steering Team consisting of you and the executive committee to prepare the retreat agenda to ensure everyone is comfortable moving forward. 3. Facilitate the strategic planning retreat late July or early August. Based on our initial conversation, I envision the following planning activities. The actual retreat agenda will be finalized with the Steering Team. • Affirm the current mission, vision, guiding beliefs, six pillars, and KPIs • Review strategic accomplishments since 2025 (Mrs. Behymer was hired) • Map the six pillars against the four active committees • Identify emerging opportunities and challenges • Brainstorm strategies that build upon the opportunities and mitigate the potential effects of the challenges (priorities for 2027 and beyond) • Develop a longer-term outlook: What could downtown Kalamazoo look like ten years from now? I anticipate that these planning activities can be accomplished in a 4-to-5-hour planning session. 4. Meet with the Steering Team to refine the brainstormed strategies so they describe tangible accomplishments and assign target completion dates for these strategies. This would entail two to three (virtual) meetings. 5. Submit the updated strategic plan. E. Proposed Fee I propose to conduct the above planning process for $4,200. 2 Page 21 of 26  Kalamazoo DDA & DEGA Strategic Planning Statement of Work Exhibit 1: Client Portfolio Public Sector Allegan County CMH Michigan State Historic Preservation Office Calhoun County Board of Health Michigan Works! City of Battle Creek Michigan Universities Self-Insurance City of Boyne City Corporation City of Elgin (IL) NASA City of Portage Network180 (Kent County CMH) Community Mental Health & Substance Abuse Oshtemo Township Services of St. Joseph County Prince of Wales Island Health Network Kalamazoo/Battle Creek International Airport Regional Prosperity Initiative - Southwest Kalamazoo Central County Transportation Authority Prosperity Region Kalamazoo Community Mental Health and Substance Riverwood Center (Berrien County Mental Abuse Services (KCMHSAS) Health Authority) Kalamazoo County Government Township of Kalamazoo Police Department Kalamazoo County Transportation Authority Village of Lawrence Kalamazoo Township Village of Vicksburg MBS International Airport Washtenaw County Government Michigan Department of Human Services Washtenaw County Criminal Justice Collaborative Council Not for Profit / Community Initiatives AccessVision Kalamazoo Infant Mortality Community Advocacy Services for Kids (ASK) Action Initiative (with YWCA Kalamazoo) Adler Aphasia Center Kalamazoo Loaves & Fishes Allegan County United Way Kalamazoo Neighborhood Housing Services (KNHS) Alternatives Care Center Leila Arboretum Society Boys & Girls Club of Greater Kalamazoo Michigan Nonprofit Association Catholic Family Services (now Catholic Charities) Neonatal Abstinence Syndrome Prevention Cellblock to Classroom (C2C) and Treatment Project, Kalamazoo County Child Care Resources Potawatomi Resource Conservation and CityLinC Ministries Development Council Community Homeworks Poverty Reduction Initiative GFM The Synergy Center Pretty Lake Camp | Adventure Center | Farm Grace Health Family Health Center Public Media Network Gryphon Place The Arc of Calhoun County Humane Society of South Central Michigan United Way of Greater Battle Creek Interfaith Strategy for Advocacy & Action in the Community (ISAAC) United Way of Greater Kalamazoo Kalamazoo Center for Youth and Community Wings of Hope Hospice YMCA of Greater Kalamazoo 3 Page 22 of 26  Kalamazoo DDA & DEGA Strategic Planning Statement of Work Client Portfolio - Continued Corporate Celink Pfizer Global Manufacturing Gordon Food Service Southwest Michigan Behavioral Health Kalsec, Inc. Southwest Michigan First Kushner & Company Stryker Instruments Meijer, Inc. Stryker Medical Midwest Fastener Corporation The Studio MPI Research Western Michigan Aviation Arts and Culture Battle Creek Junior Theatre Kalamazoo Civic Theatre Battle Creek Youth Orchestra Kalamazoo Junior Symphony Fontana Chamber Arts Stulberg International String Competition Fox Music Center Michigan Festival of Sacred Music Glass Art Kalamazoo Vicksburg Arts Vicksburg Historical Society Education: Universities and Colleges Education: Primary and Secondary Ferris State University Great Start Collaborative Kalamazoo Valley Community College Greta Berman Arbetter Kazoo School Saginaw Valley State University Kalamazoo Area Homeschool Association Shawnee State University Learning Network of Greater Kalamazoo Western Michigan University The Montessori School Western Michigan University Alumni Association Woodlawn Preschool Behavioral Health Alpine Learning Group (NJ) Kids Overcoming Inc. (KOI) (CA) Behavior Interventions, Inc. (PA) Melmark, Inc. (MA, PA, NC/SC) Braintrust Behavioral Health (MI) Milestones Behavioral Services (CT) Collaborative Autism Resources & Education (TX) MRC Industries (MI) Community Living Options (MI) REED Autism Services (NJ) Great Lakes Center for Autism Treatment and Residential Opportunities Incorporated (MI) Research (MI) The Arc of Calhoun County (MI) HGA Support Services (MI) Therapeutic Pathways & The Kendall Kalamazoo Autism Center (MI) Centers (CA) Trading Spaces ABA (CT) State and International Associations Association of Professional Behavior Analysts (APBA) California Society for the Advancement of Association for Positive Behavior Support (APBS) Behavior Analysis (CalSABA) Behavior Analyst Certification Board (BACB) Council of Autism Service Providers (CASP) Behavioral Health Center of Excellence (BHCOE) Florida Association for Behavior Analysis California Association for Behavior Analysis (CalABA) Massachusetts Association of Behavior Analysis (MassABA) 4 Page 23 of 26 Kalamazoo DDA & DEGA Strategic Planning Statement of Work Exhibit 2: Strategic Planning Presentations Developing Your True North: Strategic Planning for Airport Business Success Presented at the annual conference of the Michigan Association of Airport Executives, Bellaire, MI, September 9, 2025. This session was co-authored and co-presented with Craig Williams, AAE, Director, Kalamazoo/Battle Creek International Airport, and Larry Bowron, Aviation Practice Leader, OHM Advisors. Encore with Dr. Peter Dams: What I’ve learned about Accomplishment-Based Strategic Planning Webinar hosted by Dr. Carl Binder, The Performance Thinking Network. April 23, 2025. Strategic Planning: A Top-level Systems Intervention Invited presentation, Organizational Performance Improvement Conference, Kalamazoo, MI, April 12, 2025. Rebooting Your Company Culture: Establishing and Maintaining Culture Using a Strategic Planning Framework Invited presentation, Michigan Autism Conference, Kalamazoo, MI, October 11, 2024. Seven Things Leaders Should Know About Strategic Planning Invited presentation, Association for Professional Behavior Analysists (APBA) Leadership Conference, September 14, 2024. Strategic Planning 101: An Introduction to Strategic Planning Invited presentation, Michigan Autism Conference, Kalamazoo, MI, October 12, 2023. Strategic Planning for Non-Profit Board Members. Moderator and panelist. The Boston Club. March 21, 2023 Making Strategic Plans More Executable with Performance Thinking© Webinar hosted by Dr. Carl Binder, The Performance Thinking Network (2022). 10 Things Every Business Leader Should Know About Strategic Planning Strategy Execution: Tips for Making Strategic Plans More Executable Invited presentations, Michigan Autism Conference, Kalamazoo, MI, October 8-9, 2022. Strategic Planning: What it is and how to get the most out of it Invited breakout session, Council of Autism Service Providers (CASP) Annual Conference, Portland, OR, May 2, 2022. 7 Tips for Making Strategic Plans More Executable Webinar, Behavior Analysis Leadership Council, May 16, 2022. Making Strategic Plans More Executable. Webinar with Dr. Carl Binder; The Performance Thinking® Network, February 16, 2022. 5 Page 24 of 26 Kalamazoo DDA & DEGA Strategic Planning Statement of Work A Power Tool for the Leader’s Toolbox: The Total Performance System. Academic Leadership Academy, Western Michigan University, 2013 – 2022. More Power Tools for the Leader’s Toolbox: Compelling Missions and Clear Goal Statements. Academic Leadership Academy, Western Michigan University, 2014 - 2023. Strategic Planning: Creating a Solid Foundation for New Autism Service Providers Strategic Planning: Critical Investment in Long-term Client Outcomes and Business Health Invited presentations, Michigan Autism Conference, Kalamazoo, MI, October 8-9, 2020. The Rapid Recovery Roadmap: A Virtual Planning Process for Getting Your Business Back on Track after COVID-19 Webinar, California Association for Behavior Analysis, May 8, 2020. Webinar, Behavior Analysis Leadership Council, Leadership Forum for New Business Leaders, 4th Annual Conference, April 25, 2020. Out of the Crisis: Developing a Rapid Recovery Roadmap to Help You Get Back on Track After COVID-19 Webinar, Behavioral Health Center of Excellence, Virtual Academy, April 21, 2020. The TPS on a Napkin: A Practical OBM Job Aid for ABA Practitioners Association for Behavior Analysis International (ABAI) 45th Annual Convention, Chicago, IL, May 2019. Strategic Planning for ABA Service Agencies (3-hour workshop) Association of Professional Behavior Analysts (APBA) 9th Annual Convention, Atlanta, GA, April 11-13, 2019. Strategic Planning Part 1: The Basics Strategic Planning Part 2: Advice and Tools for DIYers Council of Autism Service Providers (CASP) Annual Conference, Scottsdale, AZ, January 14-15, 2019. Expanding Your Reach: Preparing Your Organization for Growth with Strategic Planning Behavior Analyst Leadership Council (BALC) Second Annual Conference, New Haven, CT. March 16, 2018. Using Behavioral Systems Analysis to Improve the Performance of Organizations, Processes, and People. Business Leadership Forum, Behavior Analyst Leadership Council (BALC) Second Annual Conference, New Haven, CT. March 15, 2018. 6 Page 25 of 26 Kalamazoo DDA & DEGA Strategic Planning Statement of Work Applying Behavioral Systems Analysis to Strategic Planning Annual Convention of the Association for Behavior Analysis International, May 2014, Chicago, IL. Strategic Planning for Busy Organizations. Encore presentation, Day Conference of the Kalamazoo Human Resource Management Association (KHRMA), Kalamazoo, MI, May 2008. Strategic Planning for Busy Organizations. Annual conference of the Michigan Council of the Society for Human Resource Management (MISHRM), Kalamazoo, MI, September 2007. 7 Page 26 of 26