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Northampton State Hospital-Village Hill-1999 Community Builders Redevelopment Master PlanNorthampton State Hospital Redevelopment F Final Master Plan & Land Disposition Proposal TABLE OF CONTENTS I LI Executive ....... ............................................ ............................... 4 SECTION 1 Background and History .............. ............................... 11 !� SECTION 2 The Market .................................. ............................... 14 SECTION 3 Research and Marketing .............. ............................... 18 j SECTION 4 Historic Preservation ................... ............................... 25 SECTION 5 The Final Master Site Plan .......... ............................... 31 n CJ SECTION 6 Land Development by Phase ....... ............................... 35 I 'J SECTION 7 Development Impacts ......................... . 40 SECTION 8 Required Public Investment .......: ............................... 43 SECTION 9 Implementation Plan THE COLOR PLANS* THE FINANCIAL PLAN* THE APPENDICES* i . t Separately Bound 1 Northampton State hospital Redevelopment Final Master Plan & Land Disposition Proposal Executive Summary Introduction This master plan is the culmination of many years of work by the citizens of the City of Northampton and the Commonwealth of Massachusetts to craft a reuse program for the Northampton State Hospital (NSH) that addresses a wide scope of community objectives and turns what is now a dangerous liability into a vital and viable asset. In preparing this master plan we have attempted to be as responsive as possible to the objectives established both within the RFP and expressed through the community -input process. The mixed -use village, which we are now calling the Village at Hospital Hill, is an attempt to actualize the multiple objectives for the site in a manner which is viable and compatible. When fully built out, Hospital Hill will potentially include over 400,000 square feet of mixed commercial space providing in excess of 800 jobs. It will also contain a 60 -80 unit assisted living facility; approximately 200 units of mixed income rental and ownership housing; public walking trails and open space as well as potentially community facilities such as a child care center, meeting space and a museum.. We are not at the end but truly at the beginning of the process to redevelop NSH. This plan can not be implemented without continued ongoing local and state support. A significant amount of public investment will be required to make this development plan economically viable including funding for environmental remediation, demolition, roads and infrastructure development. While this investment will be considerable, $15 -20 million, the fiscal payback to the city and state upon full build out will be significant. We estimate that, in 1999 dollars, annual state payroll taxes generated from the site will exceed $1.35 million and annual local property tax revenue will exceed $800,000 (see tables 7A and 7B). Given the fact that the cost to prepare the site for development (demolition and environmental remediation) is an obligation that the Commonwealth, as owner of the property, is faced with regardless of future development options, the return on the required investment here will be relatively quick and certainly comparable to other investments made by the Commonwealth to promote economic development. This master plan establishes a conceptual framework for developing the site. To be successful however, the development must be able to be as responsive as possible to opportunities that emerge from the marketplace. Thus, without subverting the overall goals and objectives of the master plan, it is critical that the plan remain as flexible as possible. This is especially true in regard to the specific siting or sizing of new buildings as well as potentially emerging conditions which would allow reuse of buildings which at present appear to be unsaveable. 0 I} � I l Development Team Developer: Fl Prime Consultants: Urban Planners /Architects Engineering /Environmental Consultant 'u Other Consultants: Economic Development Research (� Historical Restoration Design Commercial Market Assessment Construction Cost Estimation n I Telecommunications Infrastructure The Community Builders, Inc. Calthorpe Associates Vanasse Hangen Brustlin, Inc. Mt. Auburn Associates Dietz & Company Architects Crowley & Associates D.A. Sullivan & Sons Inc. Corporation for Public Technology I L Team Credentials The TCB development team is ideally suited to help the City of Northampton and the Ll Commonwealth implement a redevelopment vision for the NSH. TCB is a well established non- profit real estate development company which has built its reputation through its ability to j 1 successfully undertake extremely complex development projects which have far reaching U impacts upon the communities in which they are located. As a non - profit corporation, TCB shares the development goals which have been established by local officials. As a seasoned real Ll estate developer, TCB also brings a balanced and realistic focus on the bottom line, which will help ensure that the project gets on track and stays there throughout the development process. Calthorpe Associates based in Berkeley CA, is the master planning firm for the project. Calthorpe is recognized as one of the top "new urbanist" architectural design and land use planning firms in the country. Its philosophical commitment to a participatory approach. to designing and reestablishing sustainable, mixed use urban communities is an ideal match to the task at hand in Northampton Vanasse Hangen Brustlin, Inc. (VHB), a Massachusetts -based civil engineering firm, with a staff of over 530 professional, technical, and support personnel, and a regional office in Springfield, is the. engineering firm for the development. VHB brings experienced engineers and land planners and in -depth knowledge of the project and its issues, as well as familiarity with the Northampton permitting and approval process. VHB's Springfield office staff also has extensive knowledge of local roadways and traffic conditions. VHB has a history of delivering innovative solutions to the complex problems often encountered in the land planning environmental and engineering fields. The VHB Team provides TCB with a committed resource of highly - qualified professional land, civil and highway design engineers, construction administrators, and environmental scientists who have the necessary technical I �� 5 LJ expertise and project knowledge to meet any challenge. TCB has other consultant resources, some of which have already contributed to the testing and formulation of the Final Site Plan. Included in this regard is Peter Small, former President of Spaulding and Slye, one of New England's largest and most reputable commercial real estate F1 firms. Mr. Small has been providing TCB with advice on a pro -bono basis regarding the commercial development aspects of this master plan. As development moves forward, these firms and other specialist consultants will be added to the TCB team to ensure that whatever Ll expertise is needed to implement the Plan is available. This is expected to include the addition of a partner or partners to undertake the commercial real estate development aspects of this plan. Valley Community Development Corporation was part of the original team that responded to the DCPO RFP. However, the CDC has been undergoing reorganization over the past year that has restricted its ability to fully engage in the development process. It is expected that the CDC will become part of the development team in some fashion in the future. Site History The Northampton State Hospital (NSH) was a major treatment center for the mentally ill and a major employer to the region for over a century. From its origins in the 1850's, the hospital's campus, both in terms of buildings and patient capacity, grew significantly. By the 1970, the campus consisted of 538 acres of land, approximately 970,000 square feet of space and employed over 2,000 people. Most of the buildings constructed since 1857 remain standing today. During the 1960's and 70's, a nationwide trend towards de- institutionalization of mental health u treatment, accelerated by a series of court decrees advocating community based treatment . _ programs, rendered large institutions across the country such as Northampton State Hospital obsolete. Throughout the 1980's, the client population declined dramatically and by August 1993, the last patients departed the NSH campus leaving the site and buildings abandoned. Redevelopment History There have been discussions concerning the redevelopment of the site for many years. In the summer of 1997, the Commonwealth of Massachusetts, acting through the Division of Capital Planning and Operations (DCPO), initiated an RFP process to designate a developer to redevelop the site. The RFP's disposition scope comprised of approximately 124 acres of land and roughly 880,000 square feet of abandoned space in over 50 buildings. With the benefit of considerable local input, the RFP outlined redevelopment objectives that are expected to impact Hampshire County for many years. This project represents one of the most significant opportunities for economic development available in the Pioneer Valley. An appropriate redevelopment plan, both in its scale and impact, is critically important to the city and the community. TCB believes this Final Master Plan establishes the framework for such a redevelopment plan. �I 6 i TCB's Provisional Designation On May 15, 1998 TCB submitted a Draft Master Plan and Financial Proposal to DCPO. On December 7, 1998 the Division of Capital Asset Management (DCAM), formally DCPO, executed a Provisional Designation of the Community Builders Inc. (TCB) to be developer of the NSH. That document pledged each parry to undertake, separately and collectively, some nine (9) tasks during the next 180 days, preparatory to execution of a Land Disposition Agreement (LDA). During the next several months TCB moved aggressively to complete its requirements under this agreement, the results of which are reflected in the Final Master Plan. Similar progress on several other required elements of the Provisional Designation, such as scheduling and funding of on -site building demolition and environmental remediation, and finalization of the LDA, have not yet been accomplished however. At the request of TCB, DCAM's Acting Commissioner, Stephen J. Hines issued a 60 -day extension of the Provisional Designation on June 4, 1999. n The Master Plan Refined L l TCB has invested substantial financial resources in refuting the Master Plan and Business 1 Proposal which was submitted in the spring of 1998. Major development studies were undertaken in site planning, architectural design control, traffic and civil engineering, historic rehabilitation architectural design, coordination with the Massachusetts Historical Commission, preparation of development cost estimates, and environmental planning. In addition to surveying local residential and commercial real estate brokers, and talking directly to prospective tenants, TCB also commissioned an independent analysis of the commercial market to test its product mix, market absorption and revenue stream assumptions. To refine the Site Plan, TCB conducted an active community outreach program. In addition to meeting with neighborhood abutters, TCB met with Northampton community leaders from the Chamber of Commerce, city government, the business community, human service providers, and r housing advocates. The result was the incorporation of several changes to the Site Plan to reflect 1 suggestions and comments received. Although many of these changes entail substantial additional cost to the overall project, TCB is convinced the end result is truly a better Master Plan for the community, and a significantly more marketable, and valuable commercial development. The success of this effort can be judged by the fact that on June 21, 1999 the Northampton Community Advisory Committee (CAC) unanimously endorsed the TCB Final Site Plan, and strongly urged rapid acceptance and speedy execution of the LDA to facilitate early development (see letters in appendices). 7 I � 1 Basic Assumptions In preparing this master plan TCB has been guided by a number of fundamental assumptions which have not changed significantly since TCB's original RFP response. These assumptions include: Environmental Issues and Demolition • Remediation by the State of all hazardous materials found on the site, both within buildings and within underground service tunnels. This includes abatement for all reuse buildings. • State will provide an indemnification relative to all environmental issues • Demolition by the State of all existing buildings not included in the final master plan for reuse NSH Redevelopment Process • Commonwealth of Massachusetts and the City of Northampton will work with the IL developer to secure all necessary approvals and public subsidies and/or grants during the redevelopment process. • DCAM will lead the discussions and maintain the relationship with Massachusetts Historic Commission relative to compliance with the Memorandum Of Agreement. • The developer has the right to build out all sites included in the master plan or convey parcels to other developers with appropriate restrictions concerning appropriate use and planning /design covenants. E r - J The New Development Program Based upon community discussions and market research TCB made a number of changes to the building program in the Final Master Plan. The Phasing, or geographic sectioning of the project, was also adjusted to more accurately reflect early versus later development zones. The five (5) I rJ separate Phases now contain a total program of 207 units of residential housing, 60 -80 units of Assisted Living, and up to 476,000 square feet of commercial development. (See map in Section 6 for phase layouts.) I Table S -1 �J Commercial Development J Flex Office/ Mixed Subtotal* Project Lt. Industrial Use Retail Commercial ' J Phase: (Size - S.F.) (Size - S.F.) (Size - S.F.) (Size - S.F.) r Phase A 137,000 N/A N/A 137,000 Phase B 20,000 12,000 N/A 32,000 j J Phase C 188,000 11,000 22,000 221,000 Phase D* 30,000 56,000 N/A 86,000* J Phase E NIA N/A N/A NIA �l Project Total 375,000 79,000 22,000 390,000* �J * Portions of Phase D not included in the total since re -use program is preliminary and projected development is well into the future. Table S -2 � Residential Development Other Multifamily Single Family Owner Subtotal Assisted Project Housing Occupied Housing Housing Living Phase: (Units) (Units) (Units) (Units) I� Phase A N/A 2 2 Phase B 71 20 91 60 -80 _ Phase C N/A N/A N/A %J Phase D* 36 58 94 I Phase E N/A 20. 20 Project Total 107 100 207 60 -80 i D Required Public Subsidies Seven months of thorough investigation have convinced TCB that the Northampton State Hospital Redevelopment Project, now called the Village at Hospital Hill, is an exciting, dynamic, and potentially high impact urban redevelopment undertaking. Unlike most traditional commercial or residential development projects, Hospital Hill will require substantial public investments to meet the numerous important public purpose objectives articulated by DCAM and n the CAC. These objectives include: J • early demolition and removal of the unsightly and potentially dangerous abandoned building complex; J • providing jobs and tax base to replace the original hospital operation; • adding in kind to the rich Northampton land use fabric; • providing needed mixed income housing on a site which minimizes impact • safeguarding valuable community open space; and • controlling unwanted traffic degradation and other environmental impacts. LI The timely provision of this public investment is a necessary pre- condition of TCB's Business Proposal. J The Final Business Proposal TCB proposes to pay the Commonwealth of Massachusetts the sum total of $ 2,500,000, subject to the conditions and schedule explained in the separate, accompanying Financial Plan document. Benefits to City and State Redevelopment of Hospital Hill will create substantial additional benefits to both the Commonwealth and the City of Northampton beyond TCB's direct land payment to DCAM. It is important to keep these benefits, both financial and non - financial, in mind when considering the substantial public investments that will be required to make Hospital Hill a reality. These include: • At least 390,000 SX of tax revenue and job producing new commercial development • 207 units of housing of all income types for Northampton citizens • 60 to 80 units of assisted living housing for elders • Up to 889 jobs of various types, including entry level industrial jobs • Almost $450,000 of new commercial tax revenues annually to the City of Northampton • At least $1.4 million in state tax revenues from wages earned at Hospital Hill • Over $800,000 in new residential tax revenues to the City • New local streets and improved access to the regional highway network which will benefit local residents and through travelers alike; and perhaps most importantly • A new mixed use village of Northampton, with community facilities and public spaces. - I ' 10 I� 1 SECTION 1 BACKGROUND AND HISTORY 1 Introduction This document represents the final submission to the Division of Capital Asset Management l l (DCAM) by the Community Builders Inc. (TCB) of a Master Plan for redevelopment of the l J Northampton State Hospital grounds, hereafter called Hospital Hill (HH), under the terms of the Provisional Designation dated December 7, 1998, as extended by DCAM on June 4, 1999. The following sections will explain the origin, definition, rationale, and benefits of the Final Master Plan developed by TCB over the past eight (8) months. History and Opportunity �J Redevelopment of the former Northampton State Hospital, which has been vacant since 1993, represents an opportunity unparalleled in Western Massachusetts. The manner by which the site a is redeveloped will impact the city of Northampton for decades to come. The state hospital must not be viewed simply as a real estate opportunity. Rather, it is critical community and economic _ development initiative which must be carefully undertaken under the rubric of goals established by the public, and with the discipline provided by pragmatic and competent development expertise. TCB envisions Hospital Hill becoming a new village for Northampton where a range of uses can. coexist in a compatible manner creating a living and working environment, which will be unique for Western Massachusetts. The development must build on the assets that have made Northampton the envy of municipalities up and down the valley — a vibrant downtown, a relatively strong commercial and residential real estate market and a high quality of life which has attracted a wide range of people to the city. The new community must be diverse and be able to integrate people at a range of incomes and abilities in both the residential and commercial settings. These are the principles that have guided the creation of the Final Master Plan. The Development Planning Team TCB's development team is ideally suited to help the City of Northampton and the Commonwealth implement a redevelopment vision for the NSH. It includes two nationally prominent design and engineering firms as well as the multidisciplinary resources of TCB's eight office, 400 employee development company staff. !, TCB is a non - profit real estate development company that has built its reputation through its C ability to successfully undertake extremely complex development projects which have far reaching positive impacts upon the communities in which they are located. TCB shares the goals j which have been established for the development of the NSH site by local officials. Asa seasoned real estate developer, TCB also brings a balanced and realistic focus on the bottom line, 1 a perspective which will help ensure that the project gets on track and stays there throughout the 1 development process. Calthorpe Associates based in Berkeley CA, is the master planning firm for the project. Calthorpe is recognized as one of the top "new urbanist" architectural design and land use planning firms in the country. Its philosophical commitment to a participatory approach to design and reestablish sustainable, mixed use urban communities is an ideal match to the task at hand in Northampton Vanasse Hangen Brustlin, Inc. (VHB), a Massachusetts -based civil engineering firm, is the project civil, traffic and environmental engineer. With a staff of over 530 professional, technical, ,l l and support personnel, and a regional office in Springfield, VHB brings to the project J experienced engineers and land planners and in -depth knowledge of the project and its issues, as well as with the Northampton permitting and approval process. VHB's Springfield office staff j also has extensive knowledge of local roadways and traffic conditions. VHB has a history of delivering innovative solutions to the complex problems often encountered a in the land planing environmental and engineering fields. The VHB Team provides TCB with a committed resource of highly - qualified professional land, civil and highway design engineers, construction administrators and environmental scientists who have the necessary technical a expertise and project knowledge to meet the challenges that will be presented. TCB also has other consultant resources, some of which have already contributed to the testing and formulation of the Final Master Plan. Included in this regard is Peter Small, former President of Spaulding and Slye. S & S is one of New England's largest and most reputable commercial n real estate firms. Mr. Small has been providing TCB with advice on a pro bono basis regarding LJ the commercial development aspects of this master plan. As development moves forward, specialist consultants will be added to the TCB team to ensure that whatever expertise is needed ,J to implement the Plan is available. TCB also expects to add a partner or partners to undertake the commercial real estate development aspect of this plan. Valley Community Development Corporation was part of the original team which responded to -- the DCPO RFP. However, the CDC has been undergoing a reorganization over the past year - which has restricted its ability to fully engage in the development process. It is expected that the CDC will become part of the development team in some fashion in the future. P , 12 i.9 'PCB's Development Concept 1 The mission statement contained in TCB's original development submission for Hospital Hill continues to guide the site planning process: "To create a new village on the NSH campus where residential, commercial and civic uses can exist in a compatible and complementary manner. The village will include residential and economic opportunities which are available to people at abroad range of incomes and abilities. Community participation in the design and development process is a critical element in creating the village." Community Goals (� TCB's goals in developing the Hospital Hill Final Master Plan continue to be fully aligned with l - f the goals established by the Citizens Advisory Committee and articulated in the Request for Proposals. These include: l J • creation of 750 jobs (attainable in our view over the fifteen year absorption period); • creation of up to 200 units of mixed income housing; a • a goal of ensuring that 15% of the beneficiaries of the development (jobs and housing) are clients of the Department of Mental Health; • high quality construction jobs with priority to Northampton residents; • preservation of the historic character of the site including, where possible, the reuse of existing structures; and a commitment to ongoing citizen input into the development process. 13 F� SECTION 2 THE MARKET The Commercial Market Assessment To test the market feasibility of the type and intensity of development proposed in TCB's initial site plan, and to test the relative attractiveness of Hospital Hill as a commercial development center compared to regional alternatives, TCB commissioned Crowley Associates, Real Estate Appraisers and Consultants of Springfield, to conduct an independent market assessment of Hospital Hill. On May 25, 1999 Crowley delivered its report — Market Study: Proposed Northampton Village Northampton Massachusetts. Crowley's Report, contained in the Appendices, addresses anticipated office and light industrial (� uses for the site and the prospect of adding inventory of developable light industrial and office J use property to the market. In an effort to determine the market demand for new inventory of office and light industrial use space, Crowley looked to historical market absorption trends and considered the current inventory of "market ready" and "non- market ready" light industrial and ' office use land that would likely compete with Hospital Hill. Crowley also assessed the extent of new buildout evidence in the region and formed projections for future land absorption based on historical market trends. Employment trends and growth projections were also incorporated into their analysis to determine if new buildout in the market would be supported by projected area n employment growth. I � Crowley's research, as presented in their report, sheds light on the character and feasibility of TCB's projected commercial development at Hospital Hill. While identifying several areas L� where a cautious approach would be most prudent, Crowley found that prevailing market demand could potentially support creation of a light industrial and office mixed -use development F1 for Hospital Hill. Specific findings included: (� General Area Conditions • There is a total of approximately 500,000 S.F. of "modern" commercial space in Northampton today: 140,000 SF of which is office, the remainder being industrial. (TCB note: Although this inventory does not count second story Class B & C space, Hospital Hill, iffully developed, would almost double the "modern" commercial space inventory, hence the need to anticipate a long buildout period). {; • Northampton's industrial park has zero vacancy, and land sales are reportedly up to $175,000 L�G an acre (TCB note; TCB has learned that the 56, 000 S.F. Cole - Morgan building was recently sold to new owners, and approximately 213 of that space will be released to market as office. r The same owners are also offering four (4) new commercial buildable lots at approximately $175, 000 per acre. These prices are well above Hospital Hill's pro forma land sales r _ revenues of $5.00 per buildable square foot. However, as Crowley's report indicates, land 14 n pricing in the region is more typically in the $50 -60, 000 range). ' • The City of Northampton has good marketability to the greater area and beyond. Hospital Hill's competitive advantage is its Northampton location and ability to benefit from the entrepreneurial demands of that market; its competitive disadvantage is that it lacks highway access and a modern, garden park setting typical of a market industrial park. • Market vacancy in the modern industrial parks is currently 2.1 %; modern Class A office space is 5.7% vacant. The combined vacancy rate of 5.2% is indicative of a stable market. E • The surrounding area contains an inventory of 223,306 S.F of unrented rehab space, a 37 % L vacancy factor; much of the area's re -use space is utilized for "storage" (TCB note: this finding supports TCB's view that demand for rehab space is weak. As the report stated, since "storage is not a preferred use for Hospital Hill, significant levels of historical rehabilitation is unlikely to be economically feasible'). Hospital Hill Development Program • Office space should comprise approximately 10 -20% of total commercial and light industrial buildout (TCB note: the "office " users targeted by TCB — new media etc. —fall easily within f� the broad characterization of "light industry ". In any case, TCB's land development pro �f forma has not differentiated sales by use). • The proposed amount of buildout and general design is reasonable for the site. • The Hospital Hill target market will include local and regional based companies engaged in light industrial, service, office, research and development, and other areas (TCB note: these are precisely the commercial uses envisioned by TCB). • The Hampshire County services sector makes up 47.2% of the job market, and has had a 30% growth rate over the past nine years. A large portion of the office, light industry, and mixed - use space at Hospital Hill will be occupied by service businesses engaged in high growth industries like telecommunications, internet, software and others. Absorption • Hospital Hill as proposed will capture between 10 -15% of the market in terms of buildout; assuming an overall blended (office /light industrial and mixed use) annual absorption rate of 50,000 S.F. per annum (TCB note: This absorption rate assumption compares favorably with TCB's conservative programmed absorption rate of 30, 000 S.F. per year). • It is reasonable to project new office buildout at 5,000 to 10,000 S.F. per year. 15 r� .7 P i; • Complete absorption will require at least a 9 —10 year time frame. (TCB note: as mentioned earlier, TCB's program assumes a 15-year buildout). • Absorption on an acreage basis would be 10 acres per year. • Projected new job creation (using the broad range of light industry factors of 1 job for every 500 to 2000 S.F., and considering a small amount of office use) will be 500 -700 jobs (TCB note: we believe this assessment is conservative; compared to typical standards, the industries mentioned above will create higher building densities and create more jobs). Land Pricing • Per acre land pricing in area industrial parks ranges from $30,000 to $175,000 per acre. n Per acre pricing at Hospital Hill's mixed use development is projected to be in the range of IJ $60,000 to $70,000 per acre (TCB note pro forma calculations have assumed roughly $50, 000 to $60, 000 per acre). Rental Rates (� • Rental rates at area industrial parks range from $3.00 to $6.50 per square foot, triple net. lJ • Good condition light industrial space at Hospital Hill would be capable of commanding rental rates in the $5.00 -$6.00 range, with higher quality and customized buildings achieving higher rents. • Class A office space rental at regional industrial parks range from $12.00 to $20.00 per S.F. Good condition office space at Hospital Hill would be capable of commanding rental rates in _.i, • the $12.00 - $14.00 per square foot range, triple net, again with higher quality buildings commanding greater rents. Office and R &D rehab and reuses per ace at Hospital Hill would rent for $6.00 to $12.00 O� p p P square foot, net of electric expense. Summary IJ Crowley's report concludes with the statement: "The data supports that the development of the site is feasible based on an analysis of L_ l existing market conditions, and our projections for future growth in the light industrial and office sectors." 16 _ l I j While TCB found the Crowley analysis in many regards encouraging and confirming, our i anecdotal experience in the market to date has led us to remain somewhat cautious in our �J approach, particularly relative to our ability to produce a product at the site that can compete on the basis of price. I l_J lJ - LJ LJ LJ � J" L I; 17 _:_ �- SECTION 3 RESEARCH AND MARKETING Introduction In devising a development program for Hospital Hill, TCB has been guided by several ambitious and sometimes conflicting objectives: • community goals and objectives for development of the site (see earlier discussion) • the community - building mission of TCB as an organization . • logical site organization: opportunities and constraints for development according to sound land use and urban design principles, as modified by local land use controls yielding maximum development density patterns; and • market realities — how much commercial development can be sustained at Hospital Hill, given reasonable assumptions about the future. • overall economic feasibility Our review of the residential market has confirmed our preliminary assumptions that there is significant demand and limited supply in the housing stock. Northampton is a community that L9 people want to live in as evidenced by the recent trend of bidding up home prices. Similarly, the L low vacancy rates and high rents in the rental market are indicative of the need for more production in particular at affordable rents. There is little doubt that if the products are appropriately priced TCB will be able to market and build out the projected residential program. For Hospital Hill the more formidable challenge will be in the area of economic development — marketing the commercial and developing the components of the project. J Economic Development Strategy — General Criteria 1 TCB has looked at a wide range of possible land uses for Hospital Hill and has consulted with a }L broad range of public sector officials, economic development officials and private entrepreneurs r in order to derive a pragmatic and realistic economic development strategy. The guiding J) principles of this strategy include: -� Uses with low environmental impact: uses must be compatible with a mixed -use Ll (residential/commercial) community: • Uses with low single occupancy auto traffic production; Uses which are non - competitive with existing Northampton CBD retail; L Uses which would yield a living wage for workers; • Uses which take 'advantage of the potential synergy with the five college community Ll which surrounds Northampton; • Uses which are already in Northampton, but which cannot find adequate expansion — opportunities; and New uses, which would add to Northampton's economic base. I �, Li In LJ - Economic Development Strategy TCB's economic development strategy will focus on the following: n • Retention of existing Northampton, or other area- based, firms, to meet the industrial J expansion needs reportedly not being met today; LJ • Start up or expansion space for technology based businesses, including: J Software developers - Telecommunications F - Internet providers L - - Internet business consultants - Information technology firms. • Start up or expansion space for New Media businesses, including: - Web designers C l - Internet publishers J Digital and electronic sound recording studios - Graphic artists - Video game makers - Film, music. and video editors - Publishing LJ • Provide space primarily for small to medium sized companies LJ Reach out to local entrepreneurs and other independents, seeking locational "synergy" with similar businesses • Respond to general office and industrial users who meet the impact criteria • Start up or spin off opportunities from the region's Five College Community L Action Plan In order to implement preferred economic development for Hospital Hill's commercial core, TCB is evolving an Economic Development Action Plan. This plan will be undertaken in concert with the City of Northampton, the Chamber of Commerce, The Pioneer Valley Plan for Progress 1 (PVPP) and The Economic Development Council of Western MA, as well as other local and regional economic development agencies. The aim is to provide a development site, which complements the area's established traditional office and industrial parks. Hospital Hill will Ll capitalize on the unique character of Northampton, and every effort will be made to overcome market misperceptions of the site's remote location and regulatory hurdles. Elements of TCB's Economic Development Action Plan identified to date include: 1) Seek Economic Development Partners by: - Coordinating with area economic development agencies: PVPP and Economic Development Council of Western Massachusetts and others; �I. 19 I i_ - Coordinating with the City of Northampton's economic development efforts; and - Building in active involvement by the Northampton Chamber of Commerce and other - local business groups; - Identify private sector development partners - Reach out to area colleges 2) Design for state -of -the -art telecommunications infrastructure, along with traditional infrastructure preparation so as to become the area's premier "wired" business park; 3) Pursue development of a pilot site to co- locate fast growth New Media firms; 4) Provide links to capital resources like Mass Ventures and the Massachusetts Development; 5) Develop informational and promotional materials stressing area and site benefits, and preferred development; 6) Explore tax incentives for business retention, expansion, and new business formation with the City of Northampton; and n 7) Conduct an active and on -going marketing outreach campaign targeting creation of 30,000 J square feet of new commercial development per year at Hospital Hill. r � TCB's Marketing Program TCB is committed to implementing a continuous, and well- focused marketing program for Hospital Hill's commercial development, as well as its residential development. The key elements of the program are expected to include: • Develop professional marketing materials for Hospital Hill, explaining development opportunities in general, the vision of a mixed use community, specific site attributes, and Northampton's unique quality of life • Work with DCAM, DMH and others to improve the site image, especially at the entrances by J, removing debris, improving landscape maintenance, painting the entrance columns and bus waiting area, moving the security operation to a less visibly prominent location and other initiatives to improve the visual image J L • Establish an on -site development office, either in the Haskell building or elsewhere on site in order to improve communications and visibility • Distribute basic Hospital Hill information packages to all area business organizations and l regional development agencies to publicize the commencement of development • Sponsor a media event, involving TCB, DCAM, the City, and DMH focused around formal 1 transfer of site ownership, new economic development opportunities for the City, and ;J commencement of active real estate development • Erect attractively designed signs at the edges of the development showing illustrations of quality development and giving contact information • Execute brokerage agreements with area commercial real estate firms to create incentives for business referrals; explore the advantages of an exclusive agency relationship • Conduct a media campaign to educate the local and regional press about Hospital Hill, development activities as they occur, and development opportunities r ... l Aff J • Create a neighborhood information forum, to provide timely information to neighbors on planned development activities, respond to concerns, and prevent misinformation • Conduct a targeted end user mailing campaign to inform likely candidates of business opportunities at Hospital Hill • Work with area colleges and universities to identify opportunities for collaboration and coordination • Conduct a focused, cost effective advertising campaign in appropriate local and regional media, such as The Western Massachusetts Commercial Real Estate Book • Seek cost effective ways to prospect other regional markets such as Boston, New York and Hartford, for New Media and other firms that might be attracted to Northampton and Hospital Hill. The New Media Study As part of the master planning effort, TCB commissioned a survey of so- called New Media firms and economic development activity in the greater Northampton area by Mt. Auburn Associates (MAA), a nationally recognized economic development consulting firm. Over the course of 'j several months MAA interviewed over 30 such firms, and arranged a briefing at which TCB introduced the Hospital Hill project, and asked for reactions and expressions of interest. "New Media" is a loose term describing a range of economic activities typically involving by have no established common federal standard industrial classification. They represent the convergence of video, audio, graphics, and text and for the most part work in a digital mode. Their key components are as follows: computers, electronics, printing, software, telecommunications, and digital transmission modes especially the internet, and the convergence of entertainment, education, home and business. The types of firms represented by new media include: j_ According to Mt. Auburn, and other recognized sources, there has been a major expansion of u such firms in recent years, and, significantly, many of these firms have originated or subsequently located in the greater Northampton area. Mt. Auburn Associates estimates there are 21 r� Computer System Design Web Page Design Internet Publishing Digital Recording �. Software Development Internet Providers 1 Graphic Artists Video Games Switching Devices Interactive E &T programs ' Internet Business Consulting j_ According to Mt. Auburn, and other recognized sources, there has been a major expansion of u such firms in recent years, and, significantly, many of these firms have originated or subsequently located in the greater Northampton area. Mt. Auburn Associates estimates there are 21 r� n as many as 200 such firms in the area today, many of which are growing rapidly, and may need expansion space in developments like Hospital Hill in the very near future (see Mt. Auburn l 1 material in the Appendices). The typical pattern of such firms is that although they start small (1- 1 2 employees), within a short time span many must hire 10 or more employees and expand into 15,000 square feet or more of space. Perhaps the best example of such a firm is Javanet. Javanet was founded in Northampton in 1995, and by 1998 had become the leading regional Internet Service Provided in New England. Firms like Javanet reportedly seek quality community work environments such as those found in Northampton. Among the reasons Javanet moved out of Northampton was inadequate space for expansion and an incomplete telecommunications infrastructure. Given the lack of readily available commercial expansion space in downtown Northampton, this may well represent a significant development opportunity for Hospital Hill. _1 New Media at Hospital Hill According to Mt. Auburn and others, New Media activity represents a significant new factor in n the economic development scene that may lend itself especially well to Hospital Hill. } Competitive advantages of Hospital Hill for New Media might include: Area Intellectual Environment r l = Existing companies in the area u The computer science /engineering environment at nearby UMass The multiple existing industry associations in the area Area Technical Resources - UMass - STCC — Technology Incubator - Other training resources Available Artistic Resources - UMass Art Department - Hampshire College - The Region's firmly established artist community The Hospital Hill Site - the Campus setting - potentially interesting and attractive for young companies space, especially in rehab buildings such as the Male Attendants Dorm - the potential presence of Broad Band Width as provided site infrastructure - synergy with are artists - the existing community base of similar industries 22 -- Key New Media Themes Interviews conducted by MAA revealed a few key themes. These included: • The Northampton area is growing significantly as a new media location L_1 There is no reason to expect that this trend will change in the near future • Barriers to entry are few, and local college graduates wanting to stay are likely to • Jobs are open to all, not just college graduates l 1 Existing facilities, do not focus on or meet the needs of new media • Existing facilities are inadequate to meet the need of this industry • Almost half the firms interviewed are in need of expansion space or soon will be • There is a high degree of interest in situations creating interaction amongst firms and professionals in the new media business The MAA survey documents a significant potential market opportunity for the Hospital Hill development. While the growth of this sector is likely to be incremental, we envision that the New Media sector can be a key component of the economic development strategy for Hospital L J Hill. We have, therefore, identified this sector has a key target in our economic development strategy. One of MAA's recommendations which TCB has adopted, is the need to provide state of the art telecommunications wiring as standard infrastructure in the Hospital Hill commercial development. TCB is examining both hard wire T -1 or better telecommunications technology, and service providers, and newer, wireless technologies which provide DS3 -level connection to digital data and internet services. One of these technologies will be selected and the investment made to ensure that New Media and other technology- dependent businesses are attracted to Hospital Hill. Marketing Results to Date During the seven -month "preliminary designation" period, TCB has explored development opportunities at Hospital Hill with over fifty businesses, representing a wide range of desired businesses for Northampton. These included a food retailer, hotel and restaurant a power distribution company, new media firms of many different types, a furniture manufacturer, a museum display creator, a radio station, non - profit community groups of several types, including a food cooperative, a community opera and service organizations, and several different assisted living. operators. TCB has also fielded information requests from real estate brokers and land developers from as far away as Washington D.C. and Indianapolis, Indiana. TCB has used the time to educate area commercial brokerage companies about Hospital Hill opportunities, and to seek advice and counsel. TCB conducted interviews with eight of the largest and most active commercial brokerage firms in Springfield and Northampton. All were enthusiastic about the potential of Hospital Hill, and several made creative suggestions which have been incorporated into TCB's planning. L . 23 As the multiple letters of interest in the Appendices indicates, there are a number of companies waiting to finalize land sales with TCB as soon the LDA is in place. TCB believes the economic development program set forth above is conservative and based on sound business principles. While we believe that caution is appropriate, TCB is confident that over time, the plan can work, assuming the necessary public investment is forthcoming. I ' J 24 - SECTION 4 HISTORIC PRESERVATION I Historic Preservation Considerations Many of the structures on the Hospital Hill site are listed on the National Register of Historic Places (NHRP) maintained by the Department of the Interior. Of the 75 total "sites, objects or structures" on the site recognized by the state's historic preservation agency, 62 are declared to have "contributing" historic significance. This gives them certain protections from demolition, and access to advantageous historic tax credits in the event of preservation and rehabilitation. The listing of Hospital Hill on the NRHP represents both an opportunity and a constraint to active development of the property by a private sector developer. + j On August 10, 1995 the Massachusetts Historical Commission (MHC) executed a 1 Memorandum of Agreement (MOA) with DCAM and the City of Northampton. This pledged the state agency, and any successor owners of the hospital land area, to undertake a variety of G preservation measures, which included: • marketing the site to the widest possible number of developers interested in historic preservation; • an examination of the costs of renovation versus demolition a a photographic recordation and historical documentation study of every historically significant structure; • involvement of the MHC in the determination of the economic feasibility of saving historic structures or demolishing them; respect for the historical building materials, site organization, and building massing and scale by any subsequent new development, and, finally • preservation of significant view corridors. In developing this master plan we have attempted to abide by the spirit of the terms and provisions of the MOA. TCB has hired its own historic preservation consultant: Public Archaeology Laboratory (PAL), of Providence RI, to tour the site, examine the terms of the PJ MOA and advise TCB on how best to comply with its provisions, and coordinate contacts with MHC. Several coordination meetings have taken place, at which the impact of the MOA on TCB's site planning have been discussed, and TCB briefed the MHC on the Final Site Plan on July 1, 1999. TCB understands the responsibility of the Designated Developer of Hospital Hill to incorporate the MOA in the development process as an on -going matter, and is prepared to cooperate fully with DCAM in assisting that agency to meet its obligations under the MOA. It must be recognized however, that preservation while saving in demolition costs, is likely to cost more 1 than new construction and will require other forms of public investment to be feasible. ��:i 25 i 1 - Obstacles to Site Preservation Despite the recognized preference of MHC and others to maximize the number of Hospital Hill's historically - significant structures that will be preserved and renovated rather than demolished and replaced, there are a number of serious obstacles to large scale building preservation: the sheer size of the Hospital Hill complex - 880,000 SF of buildings; the dilapidated and unsafe condition of much of the most attractive buildings, especially the main hospital building on the north campus; • the complete absence of some essential building utility systems - heat and air conditioning, and the need to completely replace those that are present such as water, sewer, and electric. A costly l complete gut renovation would almost certainly be required; • the inflexibility of the building layouts and materials. These do not lend themselves to modern residential or office design, or cost - efficient rehabilitation; and , I. • the location of buildings relative to other intended uses in the overall Master Plan. In many (� instances, the current location of building presents several impediments to the development L� of the overall site. TCB's Feasibility Studies -� � During the provisional designation period, TCB commissioned Dietz and Company Architects, historic preservation specialists, to survey the site and identify buildings which were the most likely candidates for retention. On April 4, 1999 Dietz & Co. delivered to TCB a rec6mmendation on key buildings worthy of further investigation for historical retention (see Appendices for details). Next Dietz toured several key buildings, and prepared schematic layouts for three typical buildings. Using the Dietz architectural studies, TCB then conferred with D.A. Sullivan & Sons Inc. of Northampton experienced general contractors, who prepared preliminary construction cost estimates for alternative office and residential use. From this information TCB was able to project likely total development costs, necessary rent levels, and make a comparison to market rents in Northampton today. r ^� We also identified several residential structures on the grounds which might lend themselves to re -use, but whose current location conflicted with the emerging Master Plan. TCB contacted several area house movers and obtained preliminary cost estimates for relocating the structures to a more suitable residential location within the Hospital Hill development. Estimates ranged from a low of $25,000 for the small wood frame structures to a high of $125,000 or more for moving the brick houses. J TCB also investigated selling the current structures to suitable historic renovation developers. TCB toured the site with an assisted living developer with historic renovation experience, and several commercial retail and office developers and non - profit community groups. Several of the 26 l i_ structures were examined in detail for possible re- development. With the exception of a few structures on the south campus: the "G Recreation" building, the power plant, and the former laundry building, all of which are well located and in relatively good shape, outside developers did not find the Hospital Hill offerings to be attractive candidates for re -use. Redeveloping the structures, even with historic tax credits, was unanimously rejected by these companies as too expensive and less attractive to them than new construction on the same site. L Buildings Selected for Possible Retention After preliminary review and analysis, TCB has selected a number of structures at Hospital Hill that it deems worthy of fiirther, detailed consideration for retention and redevelopment. These are listed on Table 4A. TABLE 4A BUILDINGS SELECTED FOR FURTHER RETENTION ANALYSIS Develop. Phase DCAM Bld. No Building Name Size S.F. Possible Re -Use DCAM Est. Demo Cost DCAM Est. Clean Up Cost Savings to State from Rehab vs. demo A 38 Power Plant 13,120 Industrial $160,851 $500,000 - $339,149 39 Laundry 12,560 Industrial $153,985 1 $135,000 $18,985 B 14 Nurse's Dorm 29,836 Apartments $365,789 $35,800 $329,989 15 Male Attendant's Dorm 31,040 Office $380,550 $21,000 $359,550 Possible Structure relocation: 33 3 Prince Street 3,312 Residential $40,605 N/A 34 39 Prince Street 4,154 Residential 1 $50,928 $6,000 $44,928 C 102 G- recreation 17,264 Retail $211,657 $38,750 $172,907 7 Memorial D 31,824 Office $390,162 $76,410 $313,752 8 Memorial E 31,824 Office $390,162 $29,300 $360,862 • 10 Memorial F (partial) 18,550 Office $211,350 $13,500 $197,850 Possible Structure relocation: 31 24 Chapel 3,330 Residential $40,825 $28,750 $12,075 32 16 Chapel 1,848 Residential $22,656 $6,750 $15,906 106 10 Chapel 2,411 Residential $29,559 $5,000 $24,559 D 112 Coach Barn 15,518 Mixed Use $190,251 $1,500 $188,751 40 Store House 25,747 1 Mixed Use $315,658 $34,825 $280,833 TOTAL 242,338 $2,934,988 $992,585 $1,981,798 �i I� 27 I l_. As can be observed from the table, if fully implemented this property retention program has the potential to save the Commonwealth up to 1.9 million dollars in demolition costs. Our 1 preliminary analysis however is that the financial viability of preserving these structures is marginal at best and may only be possible if a mechanism can be established with DCAM to capture at least part of the demolition cost savings. It must be stressed that difficult tests remain to be satisfied before preservation of these or any j 1 other Hospital Hill buildings is assured. The first test is the suitability of the building for conversion to modern, non - institutional uses. Many of the Hospital Hill buildings, especially the ones in the main complex to the north, and the Memorial complex to the south, are massive masonry structures that do not lend themselves to easy reconfiguration. Load - bearing interior masonry walls prevent the large, clear span interior spaces preferred by modern office layouts, and severely inhibit the efficient layout of the spaces for apartment use. Eliminating these interior walls, and providing alternative structural support to j meet building code has so far in our investigations prove to be prohibitively expensive. LJ The next test is overcoming the severely deteriorated condition of the buildings. Roofs, windows, L 1 and even some structural elements show signs of serious neglect and decay. Replacing these 1 elements, and meeting modern building code and historic rehab standards, will add significantly to the cost of redevelopment. I But the largest and most important test is the one of economic feasibility. TCB engaged an architect and an experienced rehabilitation contractor to examine the redevelopment costs for three prototypical properties: • Building 14 — The Nurse's Dorm • Building 15 — The Male Attendant's Dorm; and • Building 8 — Memorial Complex. In each case the architect and contractor toured the building. Then the architect tested several prototypical designs for apartments, office and mixed use, and the contractor prepared detailed preliminary cost estimates for redevelopment according to market standards (see Appendices). r� We then compared that cost to a rule of thumb construction cost estimate provided by the contractor to determine how rehab would compare to new construction. I. 28 y, I f Table 4B — Comparison of Rehabilitation vs. New Construction Male Attendant's Dormitory - +1- 20,000 S.F. - Office /R &D Finish Rehab. New J Costs: Construction Construction Contractor's Cost Est.: $2,400,000 $2,000,000 Cost per S.F. $120 $100 I.J Environ. Remediation $21,000 $0 -� Demolition $0 $380,550 Total Dev Costs: $2,421,120 $2,380,650 Total Cost Per S.F. $121 $119 I J As the above table indicates, without taking into consideration the additional costs associated with demolition and site preparation, the cost of rehabilitation may be uncompetitive compared i to new construction. Note also that these cost estimates are based on prevailing wage, union labor rates and are significantly above comparable market costs (on a square foot basis) for both rehabilitation and new construction. Construction costs will need to be brought to the $75 -80 /SF level in order to be able to produce a cost competitive product. One Possible Solution The analysis clearly indicates that it would be financially preferable to demolish the Male Attendant's Dorm, especially considering space inefficiencies, and the less marketable office layouts required by the original building configuration. If cost to the state of demolition required to clear the site for new development is added to new development costs however, in effect subsidizing historic rehab, the final comparison between new construction versus rehabilitation is far more favorable. If one public goal of Hospital Hill development is to maximize historical building retention, then every reasonable.means should be explored to bring down the costs of rehab versus new construction. As Table 4A shows, TCB's retention program has the capability of generating. j , considerable cost savings to the Commonwealth by avoiding costly demolition. If some or all of these cost savings can be passed along to the developer in the form of reduced land acquisition j costs, or some other means, and dedicated to historic rehabilitation, then the relative advantage of new construction versus rehabilitation might be significantly reduced or eliminated. Without (� such direct public subsidies, plus provision of historic tax credits, and a cooperative attitude I 29 toward historic rehab design requirements by public agencies, TCB believes, based on its investigations to date, it is highly unlikely that most of the larger structures at the Northampton State Hospital will be saved from the wrecking ball. 44r _J no r - I� r-- - S]ECTION 5 THE FINAL MASTER SITE ]PLAN Introduction Since its preliminary designation TCB has been hard at work refining the Master Plan for Hospital Hill. As a result of meetings with abutters, city officials, the CAC, local business representatives, Smith College, regional planning and economic development groups, and potential developers, a number of changes have been made to the draft site plan developed by the TCB team dated May 4, 1999. These include: Land Use • Total residential housing units increased from 200 to 207 • The assisted living use location was shifted to a parcel fronting on Prince Street to increase visibility • The industrial building facing Laurel Street has been relocated, and a buffer of new small scale residential housing has been created • Hotel use was abandoned or at least deferred until later stages of the project -� • New, but as yet unspecified commercial or community uses are proposed for the previous J Main Admin building area • Building orientations and parking lots have been shifted to better buffer abutters. Landscape buffers have been introduced in sensitive areas Historic Renovation • Retention of any of the main hospital complex building in the north has been dropped, at least for the short term. • Redevelopment of several additional historic structures is proposed for further study: North of Prince Street (North Site): - the Nurses Dorm - the Studio/Barn building - the Storage warehouse - moving two brick residential structures will be investigated - male attendants dormitory South of Prince Street (South Site): - three Memorial complex buildings along the ridgeline - moving three wood residential structures will be investigated - G -Rec. building i 31 Roadways and Access I� � 0 Anew major entrance into the site connecting directly from Route 10 has been added • The access road on the western edge of the northern part of the site, originally traversing the n community gardens, has been shifted completely out of the gardens to the existing roadway l J at the western edge of the Haskell Building property • The western access connecting the south site to Laurel Street has been abandoned • A second new access to the South Site from Prince Street has been added Open Space • Parking areas and path connections from site open space areas to the regional path system 'n were added IJ • Generous landscape buffers have been retained or enlarged • Major landscape features have been created to serve as design focal points, site entrance j] areas, or groundwater retention areas • A program to maximize the retention of large mature trees has been incorporated into the n design. a Phasing a The numerology and boundaries of the original phases has been changed for clarity and to better 'IJ respond to perceived market opportunities: Old Identifier Project Area New I dentifier Phase IA Earle Street area Phase A Phase IB North site, along Prince Phase B (enlarged to include more housing sites) Phase II South Site, facing Prince Phase C (somewhat enlarged) I �. Phase III - b Housing sites — west area Merged into other phases of north site �) Phase III — a North site — main campus Phase D (somewhat enlarged) n t .J Phase IC separate housing site to west Phase E it i .i l� 32 rz a 1 ii Final Site Plan Concepts The master planning process is by its very nature an iterative one. To be effective, it must both be guided by a set of clear principles and objectives and be flexible enough to evolve in response to changes in conditions and new information. With the benefit of due diligence and public input TCB has developed what we believe is an exceptional conceptual Final Master Plan which can serve as the basis upon which to develop the site. While basic land use concepts for the site are clear, it is critical that there continue to be flexibility in the plan so that TCB can be as responsive as possible to opportunities that emerge from the marketplace. Program The Final Master Plan at full build out has the capacity to include approximately 476,000 square feet of mixed use commercial space . It is estimated that this program could generate up to 889 jobs at a floor area-to-jobs ratio of approximately 500 square feet for each job. This is a relatively conservative ratio by industry standards. Included is a mix of retail, office, light industrial and research & development/multi media space as well as space for live -work studios, a child care center, a possible community center/ museum area and the development of a 60 -80 unit Assisted Living Facility for seniors. The plan also includes 207 residential units, 100 of which would be single family homes and 107 of which would be mixed income rental housing. (l TCB's goals for the housing will be roughly 50% market rate and 50 % affordable to create a u diverse, mixed income community. Village Center � The master plan envisions a Village Center which would be located at the intersection of Route l�J 66 and the present entrance to the campus. The site's southern part, currently the Memorial complex, represents predominately commercial uses including: office, R &D, light industrial and retail. We believe these uses are most appropriate for this site based on their need for easy J accessibility and proximity to Route 66 and Route 10. We expect build out at a pace driven by local real estate market demand. We envision that these buildings would range in size from 5,000 - 30,000 square feet, and would be targeted to serve both single and multi -tenant needs. The southern part of the main campus (closest to Route 66) will have a more mixed use character. This part of the development will include new construction plus the rehabilitation of several existing buildings to serve as office space and 23 apartments. There will also be 48 new multifamily units (both market and affordable), 20 single family home lots, and the site for the assisted living facility. Depending on market conditions, and final assisted living design, it may be possible to create additional commercial space along the Main Street. 33 I u Northern Residential Hamlet 1 The northern portion of the main campus (where the main hospital building sits now) will be �- primarily residential. The Final Master Plan includes 58 single family home sites and 36 multifamily units. TCB intends to further investigate preservation of a portion of the former j main administration building totaling approximately 67,000 square feet. While no feasible use L J has been identified to date, potential uses to be considered include: use as a combination of live- work space, a community center, a possible museum or archives. However as explained above, preliminary investigation is not positive, and the program currently projects new buildings on this site for these or other uses. Parcel E — Ice Pond The final portion of the disposition includes "Parcel E." — the so- called Ice Pond area. This site will be developed as a 20 building lot cluster development for single family homes. There will be a mix of market rate and affordable homes. Similar to all new development at Hospital Hill, construction will include design covenants to ensure coherent and complimentary development. The Final Site Plans Attached are the final site plans that have evolved based on input from TCB and its consultant team and widely endorsed by the local community to guide future development at Hospital Hill. J 1 r d I r- l I, of M>LVwshuselts iii DlvislUn o(Capl W l I'lamiing and Operations Existing Conditions The Village at Hospital Hill The f ( ) r f x i� ck ,• �r ; , ,�� - - lll(ll � / ::• rte.. '•' •'. (, .;i; :' II • •` ('�j /�\ ��-�• ; - °, Z • GG . �, . }„yl! }f"J�' ,Q P mu y c .: ; n tir.<d u:.•+ it I ��. ' I I . _ z °�,,<.:. � ~����.; -• � °� 'c �I(.' �` r � � . -. l" �., : � �� �-� 'Yam• ^�`' ��"" ,�, ,�._....: �'';, , � �t_�i , �' '�' _. 3 I i� . (`3 •jrf y j �t L.r�' 7' � S r \•� • �(; l' { � f' .�jr,:•b' ` - � �(� \ \��tJ,- (.��` ` _ : -� ;� .). , - •`,i ..) rl.,�in•las • ./:- LS7 t. ��'�f-' jt� " f .�•J•� -� �� Af:J ,\ Il ' 1 . ;. J�,{ /;:{ r ,ei,; • ,�� 1 ,� \�• : .'tir � O.J,n:Cvlj�r� {O`v�� ' .�.Q \I I�' > \ -�',, y / �` I + ' r -- % (t , '::; - I..� /� ',:, . J, ,' ('+ '�j,. . • �:o 'i., Q(t ( Y �-✓•- } - -' � 0 ") ; es).' J. -... 1 . r+ . f ia: } �•--�. I'�'t �' 1 1. •� 1�:� 0 � �••.�• ' ' `l !�� ,� '�'� '=:J� • --li'I .�T1'• 1..1 l :!: ;'� i'n Ct�wmu !--� ^'. 1 . ' • 1, � >. �`: c[ti �('�+ 1.: L) C) C) T 1 y '\ ` l: '�i�.. r.:.. �/ ti. C•"0. l,f. - C) 0 O•-(.J � F ,/ Phase o Y )` 2 s \ °Y) Phase F "CI Oe �- • ...- r l= .j ^-c-%v �"'�ta"�_ :�. y ' ,: f�� (? t,, ,r 1 , r - � r -• ri '.,. I ..� ' I•' i S.1� -7_. —`,�j _ -� ._- ^'i: "�r =_:- `� J 1 i Phasing -' J 1e Village at Hospital Hill .,- -� -•.. _ ., f 1� � G ;' _ _,. • .. - June IA, ]971 / .1 '__�,_,_ •, n'� - ^' ' ^1 / mom -11h of 6lassad—Ots Calthorp. Associals " i` - -_ - ---- _ ! J � �of Capital Planning and Op<n,inns 1'h<C ..... tr 0, fld— —' ii i I i � i i f ul I -. I I � J �J � I �J u i i w � t i W r pl, o � cn n. SECTION 6 LAND DEVELOPMENT BY PHASE Introduction Land development will be implemented in five phases as shown on the Phasing Plan. Under TCB's proposed development program, land is anticipated to be fully sold in fifteen (15) years. It is assumed that we will acquire the site in phases from the Commonwealth, prepare and subdivide the parcels, and then market and sell sites to end users or developers. It is TCB's intentions to develop several of the parcels on the site either on its own or in partnership with i others. These include the residential sites as well as potentially one of more multi - tenanted commercial buildings. Phase A — The Commercial Zone Phase A contains nine individual parcels, and will be the first to be developed. Phase A is located at the southern edge of the site, bounded by Grove, Earle, and Laurel streets. It consists of approximately 10.4 acres of land with a projected development program of 137,000 square feet of light industrial and office space. This area includes the existing Laundry and Power Plant Buildings totaling 26,000 square feet, which are programmed for redevelopment. Additionally, there will be seven (7) other development sites: five (5) industrial/office sites plus two (2) single family residential sites. Full development of the last office site located along the ridgeline will be dependent on completion of the new main access road connecting Hospital Hill to Route 10. Our plan assumes that the land will be conveyed by the Division of Capital Asset Management (DCAM) to The Community Builders, Inc. (TCB) in the year 2000. Because the new access roadway is necessary for full development, we assume it may be 12 years before full absorption is achieved. * Note: S.F. = square feet; MF = multi - family residential; see Absorption Tables in Appendices for full details. F'' 35 L Com. Flr Area (SF) Projected Identifier Phase A Uses Land MF Units/Hsg Lots Land Sales Year of (See map) (No. Blds) Area * Revenue Absorption A-3 Laundry & 3.1 31,000 $100,000 2000 A-4 Power Plant A —1 Office 2.3 30,000 $330,000 2012 A-6 Office 1.8 36,000 A-2 Industrial 1 10,000 $180,000 2004 A-5 Industrial 1 12,000 A-7 Industrial 1.6 14,000 Subtotals 11.1 137,000 SF $710,000 2012 * Note: S.F. = square feet; MF = multi - family residential; see Absorption Tables in Appendices for full details. F'' 35 L r! I_- Phase B — The Mixed Use District Phase B is the 16 acre portion of Hospital Hill that is located in the southern-most area of the main hospital campus closest to Prince Street. TCB proposes to move aggressively to quickly develop Phase B as a mixed -use area, since it has good visibility and is not dependent on a large amount of new infrastructure investment. Phase B will include multi family housing, single family housing, an assisted living facility for seniors, some retail and at least one moderate sized office building targeted at New Media companies. Two of the existing hospital dormitory buildings are programmed for historic renovation into office space and apartments. We assume Phase B land will be conveyed by DCAM in the year 2000. TCB also assumes full development of Phase B will be achieved over a three year period. Projected Identifier Phase B Land Area Com. Flr Area(SF) Land Sales Year of (See Map) Uses (No. Blds) (Acres) MF Units/Hsg Lots Revenue Absorption Male Dorm 20 000 $0* 2001 B-4 (Office - Rehab) 1.6 , B-2 Nurse Dorm 1.6 23 units $0* 2001 (Apartments - Rehab) LJ B —1 Assist. Living 3.4 60 -80 units $720,000 2000 Mixed Use — Apts. 20 units $60,000 2001 B-3 Mixed Use -Retail 0 ' 7 12,000 SF $69,000 Townhouses 1.0 28 units $84,000 2003 Residential 2.9 20 lots $1,000,000 2003 I_ 32,000 SF Subtotals 11.2X* 20lotss $1,933,000 2003 60 -80 units A.L. Note: As financially marginal historic rehab projects, the two dorm buildings are not expected l to be able to contribute land sales revenues ** Does not include roads and open space areas J, LJ 36 ri I Phase C — The Business Park Phase C consists of the 12.0 area at the crest of the hill on the southern portion of the site, the remaining parcels in the Memorial Complex. Much of the existing building complex will be demolished, but TCB is assuming that the attractive G Recreation building will be converted to retail use, and perhaps up to three of the Memorial Complex buildings, those lining the ridge with attractive facades and good views, may be converted to office use or light industrial. Final LJ decisions on these buildings must await further detailed study. If the redevelopment of this site L � proves infeasible, it is the intent to build new structures on the site using the same footprint. A total of ten (10) development sites for 10,000 to 30,000 square foot office and mixed use commercial and retail buildings are included in Phase C. It must be emphasized that it is critical - that the development process be as responsive as possible to the marketplace and that the siting of buildings remain flexible. There will be no residential development in Phase C. There will be an attractively landscaped plaza planned for the center of the site, facing onto Prince Street. TCB has assumed land conveyance to TCB in the year 2002, following demolition and environmental remediation by DCAM. Since much of the site will be dependent on construction of the new access road and improved connections to Route 10, TCB does not envision full development until 2011. 37 L- Land Identifier Phase C Area -Com. Flr Area(SF) Projected Land Year of (� (See Map) Uses (No. Blds) (Acres) MF Units/Hsg Lots Sales Revenue Absorption u C-7 G Rec.(Retail) 1.0 11,000 $ 55,000 2002 C-4 Mem. Complex 9 18,000 (Rehab Office or New) C-5 Mem. Complex 9 36,000 $224,000 (Rehab Office or New) C-8 Mem. Complex 1.03 36,000 2008 (Rehab Office or New) C-2 Mixed Use 0.8 22,000 $110,000 2006 C —1 Office .7 16,000 C-3 Office .5 12,000 C-6 Office 1.2 22,000 $465,000 C-9 Office 1.03 24,000 C-10 Office 1.03 24,000 2011 Subtotals 9.1 221,000 SF $835,000 2011 37 L- Phase D — The Main Residential District Phase D is the last 58.0 acre portion of Hospital Hill surrounding the top of the hill where the main hospital buildings are now located. Development of Phase D will be dependent on: a) demolition of the majority of the heavily deteriorated buildings; b) hazardous materials remediation; and c) provision of new road, sewer, water and power infrastructure. Our plan for Phase D includes housing of several different types, community buildings, commercial activity, and active links to the extensive community open space system and park system that abuts the property. Twenty -one larger "estate" lots, facing onto the Mill River open space system will Ll provide highly attractive housing sites, and 37 lots of various smaller sizes will provide housing development opportunities for a mix of income levels. L J Although additional analysis must be undertaken, the Master Plan contemplates the retention and rehabilitation of some of the historic structures — those in the best condition, which will lend themselves more easily tore-use. These are the Studio -barn building and the so- called Storage building. Unfortunately, the main hospital building, the oldest part of the complex which l contains attractive brick detailing, appears to be in such an advanced stage of decay, and is so J large, that TCB does not presently believe it can be cost - effectively renovated. It should be noted that development of Phase D is anticipated to take many years. Therefore program decisions, (� taken today must be regarded as best estimates using available information, subject to change- in J response to actual market conditions. As the project unfolds, unforeseeable changes in market conditions may revise TCB's current perspective regarding demolition of the main hospital 1 building. 1 TCB assumes Phase D land will be conveyed to TCB by the year 2004, following full demolition and environmental remediation. Full development of Phase D is expected to take approximately l ` 10 -12 years, through 2015. Land Identifier Phase D Area Com. Flr Area(SF) Projected Land Year of r� (See Map) Uses (No. Blds) (Acres) MF Units/Hsg Lots Sales Revenue Absorption L� Studio Barn 0.6 15,000 NA * 2013 D-4 (Office - Rehab) D —1 Storage (Live work - Rehab) 0 30,000 NA * 2015 L D-2 Mixed Use (2) 1 41,000 NA * 2015 D -3 I Residential 30.9 58 lots $3,535,000 2013 L Threeplex rentals 2.1 27 units $81,000 2013 Townhouses 1.7 9 units $27,000 2013 ' 38 • 9 ` - -� - 1 %�i, I J ..f' - '�� % r•.L,lar. U�' 4..� ,/. % I, - D '013 I,Wst— P . ,- r• :, •' j,' ..Q t - n_Y.T: - J,�:_ rc.r.F ,,.� ht WL /( ��: �` C(f•� 1, " ._5 r w c :; �, • ,({� %'/ . I l. .f �G"� *: - ; „` .. - - - �\ >�r• \\ / ;�) , \ t �`� r!. , y b y ,s ^ --'. JU,+ -•fi�7 !vr ,: i i,� SS, ' `�-�lJ • \ O , lu� {Q'� 'i.�t!• n . ( ^":. ,` If!-✓ -- _.. . / /•'' ��'� t. %, .��'�� Ir � ( •,�SCi�G� ,:� t 1 �'�1(�'ir� // /// \J/ % // :':� _ .r•,,•• ;' � , ', rat{ t•• (� i'S' c „ !: 1 ' , ) l It {�/ • f { [ t'r,6 Y. i �J ::. i f +..,r: , y' j -.I _ 1.. I x, w O . y; ; � =, / J /� ••. ' ( (- :� 1 w ,� „mss -� � , � ` '';i � ] r ,., -� .: � ;� ion•: �. . J f / / "•.: �\' �i!�, r N) 0 �' :r tt::.j \ i; s,i.r � )j. : �. +} \• { U l) - U 0 r) 1J.• l,(�: l J ay t (`,) \ ^`\ ���. :i�.. r,.:. l<,��"" 1..f�'1t nF,-C) O O•-(.)•� L. � 1 i. /�!` . +�•� '!�� \,� ,\ ,,mhn t• � 'Df. `I'1.1 x, )1 IX � A81 P - .'';4t �,f,1•: . 1 /* �•v - .-� n 1 - Q` (( r � A . � , • r.:; �, � r ' � CIO E ll Phasing ' Village at Hospital Hill W, / '1 I' lone 14,]`)9 no, wcahh of AL ssarhuseus Callhor}x associaf�s •� ^" _ mn of Capital Planning m,A 01-6—, The c. ....uq• Uuilders " - -`- r• f u f A� J. 2 1 . 3 1 K) O'k 0 9LL D3 0 D r I;[ r q Y 1- A (I 6K) ep K�) (1 0 K) I V"K) Q C5 C9 —A2 (24K} . ,• , : ,, :, , ' 1 x u v ; x r',/ , ' er T (10K) 36— C-1 V 1 Cl (24K) I V - A4 A3 VX TA A6 (14K) (21 K) �, -� �' C (36K) I v /* A7 A (14K) (12 ... . ... . .. .... . 3. '.j Commercial Parcelization The Village at Hospital Hill July 26,1999 CM lw,pv Th� C": ity l4did— co ... ...... . ... ...... ......... ......... ... ANNUAL ABSORPTION SCHEDULE - HH PARCELS Commercial Absorption Targeted @ 30,000 sf/yr. SF housing absorption = 1 /mo commencing 3Qrt Yr 2000 Targeted Cumulative Projected Commercial Cumulative Parcel No Use Lot size Bld Size Development ** Development (ac) (sf) (s� (sfl Yr. 2000 Commercial: 30000 35000 A3* Ind 1 21000 A4* Ind 2.1 14000 BI AL 3.4 60 units 60 units AL Total Corn Development this year: 35000 Housing: 6 units SF 4 units I AM & Ah2 SF 2 units _ Total Hsg Development this year: 6 units ILL- Yr. 2001 Commercial: 60000 67000 B4* Off 1.6 20000 B3 - Corn MX/Retail 0.7 12000 = Total Com Development this year: 32000 Housing: 89 units E SF 12 B - General Twnhse 28 units 133* - Res. MX/Apts 23 units B2 Apts 1.6 20 units �. Total Hsg Development this year: 83 units Yr. 2002 Commercial: 90000 100000 A5 Ind 1.3 12000 A2 Ind 1 10000 ' it C7* Retail 1 11000 Total Corn Development this year: 33000 ^ f Housing: 101 units B SF 4 units B - General SF 8 units i� Total Hsg Development this year: 12 units J L i i i U I U IA r Yr. 2004 Targeted Commercial: Cumulative Projected C6 Off 1.2 22000 Commercial Cumulative Parcel No Use Lot size Bld Size Development ** Development (ac) (sf) (so (sf Yr. 2003 Commercial: 120000 130000 Al Off 2.3 30000 Total Com Development this year: 30000 Housing: 113 units B - General SF 12 units Total Hsg Development this year: 12 units Yr. 2004 Targeted Commercial: A7 Ind 1.6 14000 C6 Off 1.2 22000 Total Com Development this year: 36000 Housing: D - General SF 12 units 150000 166000 125 Units Total Hsg Development this year: 12 units Yr. 2005 Commercial: C3 Off 0.5 12000 C4* Off 0.5 18000 Total Com Development this year: 30000 Housing: D - General SF 12 units 180000 196000 137 Units Total Hsg Development this year: 12 units Yr. 2006 Commercial: 210000 218000 C2 MX 0.8 22000 Total Com Development this year: 22000 Housing: 149 units D - General SF 12 units Total Hsg Development this year: 12 units I . Commercial: Targeted t- _I ` 24000 Cumulative Projected 36000 D - General SF Commercial Cumulative 36000 Parcel No Use Lot size Bid Size Development ** Development (ac) (sf) (sf) (sf) Yr. 2007 12 units Yr. 2009 Commercial: Commercial: 240000 254000 - C5* Off 0.9 36000 Total Com Development this year: 36000 Housing: 161 units D - General SF 12 units Total Hsg Development this year: 12 units Commercial: Commercial: C10 Off 1.0323 t- _I — Total Com Development this year: 24000 Housing: C8* Off 1.0323 36000 D - General SF 12 units Total Com Development this year: 36000 Ll Housing: D - General SF 12 units Total Hsg Development this year: 12 units Yr. 2009 Commercial: C9 Off 1.0323 24000 Total Com Development this year: 24000 Housing: D - General SF 12 units Total Hsg Development this year: -12 units Commercial: C10 Off 1.0323 24000 — Total Com Development this year: 24000 Housing: D - General SF 12 units Total Hsg Development this year: 12 units �1 4 i" - J Yr. 2008 Yr. 2010 270000 290000 173 units 300000 314000 185 units 330000 338000 197 units j Commercial: 420000 421000 451000 i I i 30000 D4 MX 0.6 15000 I I _ 31000 Targeted 1 207 units Y r. 2014 Cumulative Projected 7 Commercial Cumulative Commercial: Parcel No Use Lot size Bld Size Development" Development D3 MX 0.8991 (ac) (sf) (sf) (sf) Total Com Development this year: 25000 Yr. 2011 Housing: Commercial: r� 354000 360000 C1 Off 0.7 . 16000 Total Com Development this year: 16000 Housing: 207 units D - General SF 10 units i� Total Hsg Development this year: 10 units i Yr. 2012 Commercial: 390000 390000 A6 Off 1.8 36000 Total Com Development this year: 36000 OL Housing: - 207 units 0 Yr. 2013 j Commercial: 420000 421000 451000 D2 MX 0.8991 16000 30000 D4 MX 0.6 15000 Total Com Development this year: 31000 Housing: 207 units 207 units Y r. 2014 j Commercial: 450000 451000 D1 Off 0.8991 30000 Total Com Development this year: 30000 Housing: 207 units Yr. 2015 Commercial: 48000 476000 j D3 MX 0.8991 25000 - Total Com Development this year: 25000 Housing: 207 units r� 1 i Guide to HH Parcelization And Pace of Commercial Development Delineation of Parcels - See Map for Location Parcel No Use Lot size Bid Size Est. Yr. Dev. ' (ac) (sf) Commences j` f Phase A Al Off 2.3 30000 2003 A2 Ind 1 10000 2002 A3* Ind 1 21000 2000 A4* Ind 2.1 14000 2000 A5 Ind 1.3 12000 2002 j� A6 Off 1.8 36000 2012 A7 Ind 1.6 14000 2004 Ahl hsg NA 2000 Ah2 hsg NA 2000 _I Total Dev - 11.1 137000 2012 Phase B Ll B1 AL 3.4 NA 2000 B2* Apts 1.6 NA 2001 r B3 MX/Apt 0.7 12000 2001 B4* Off 1.6 20000 2001 Total Dev 7.3 32000 2001 n Phase C C1 Off 0.7 16000 2011 C2 MX 0.8 22000 2006 C3 Off 0.5 12000 2005 C4* Off 0.9 18000 2005 1 1__3 C5* Off 0.9 36000 2007 C6 Off 1.2 22000 2004 C7* Retail 1 11000 2002 C8* Off 1.0323 36000 2008 C9 Off 1.0323 24000 2009 C10 Off 1.0323 24000 2010 Y_! Total Dev 9.0969 221000 2011 r--, Phase D D1 Off 0.8991 30000 2014 D2 MX 0.8991 16000 2013 _ D3 MX 0.8991 25000 2015 D4 Off 0.6 15000 2013 Total Dev 3.2973 86000 2015 �_j i� J IL �I LI �l i� 1 . LI i jl '.l Phase E No commercial development in Phase E Total Site Dev 30.7942 476000 15 YEARS Assumes: Dev commences Jan 1. - Yr. 2000; AL not in absorption * = rehab Building I li 1 SECTION 7 DEVELOPMENT IMPACTS l Jobs and Economic Impacts The following chart demonstrates Hospital Hill's expected annual revenue stream produced by r1 real estate taxes and state income tax revenues at complete project buildout. Estimated assessed L_1 values were derived from tax assessments of current Northampton properties of similar type. Calculation of local annual tax revenues was based on Northampton's 1999 tax rate of $15.05 per $1,000 of assessed value. Employment projections were derived using the following conservative standards: Light Industrial 1 job : 500 SF Retail 1 job: 500 SF �t Office 1 job : 450 SF Assisted Living .66 job : 1 unit I r� Table 7A The Village at Hospital Hill - Commercial Development Program Tax & Employment Impacts (1 Projected Projected u Development Projected Estimated Value Northampton Projected Projected By Type Size — SF Assessed Value Hospital Hill Annual Tax New New State ( All Phases) HH Develop.* $ /bld GSF By Type Develop. Revenues Jobs Tax Revenue Ll Lt Ind. - New 66,000 $60 $3,960,000 $59,598 132 $201,534 Lt Ind. - Rehab. 35,000 $40 $1,400,000 $21,070 70 $106,874 Office - New 134,000 $75 $10,050,000 $151,253 298 $454,638 Office - Rehab 110,000 $60 $6,600,000 $99,330 244 $373,210 Mixed Use - New 23,000 $60 $1,380,000 $20,769 51 $78,035 L �.. Retail 22,000 $67 $1,474,000 $22,184 44 $67,178 I L 'e' i ' Assisted Living 56,250 $7,031,250 $75,000 50 $76,331 (75 units) TOTAL 390,000 N/A $31,895,250 $449,203 889 1,357,800 [` * 86,000 of Phase D commercial activity not included since re -use program is still undefined and � projected development is so far into the future 40 is r j l I 1. . Residential Real Estate Tax and School Impacts IJ For the purpose of this analysis, building values have been estimated as follows: small lot residential structures at approximately $150,000, large lots at approximately $200,000, and estate lot structures at approximately $250,000. Values of new apartments and townhouses are projected to be at $75,000, and the rehabilitated apartments are valued at $60,000. Market value was estimated by using information from recent news articles on residential real estate values in Northampton. Tax revenues are estimated using 100% of value combined with the 1999 Northampton tax rate. Figures for public school - attending children are based on the 1990 census, assuming that general overall Northampton demographics (2.28 persons per household and a ratio of 12.5% school -age children to total population) will not change in the new development. Alternative case estimates for children attending public school are based on data from the 1990 census and demographic multipliers from the New Practioner's Guide to Fiscal Impact Analysis (Burchell, 1985). Both estimates assume that only 76% of eligible school age children in the new development will attend Northampton public schools, a current factor given to TCB by the Northampton School Superintendent's office. School cost to the city is based on a weighted average cost per pupil, all grades, derived from Northampton's 1999 per pupil expenditure by level of school (elementary, middle,. and high school), which average is $5359.87. n LJ 4 n� l C. + i r of 41 IF] LJ Table 7B The Village at Hospital Hill — Residential Development Program Tax Revenues & New School Costs Estimated Estimated Development Projected Potential Children Children Low Est. High Est. By Type Units Annual Tax Attending School Attending School New School New School All Phases ) HH Develop. Revenues 1990 Census Alternative Cost to City Cost to Ci Residential: Single Family 73 $165,345 20 45 $105,605 $236,145 Small Lot $26,608 Single Family — 11 $33,220 2 5 $11,899 Large Lot 13 $31,235 $69,846 Single Family 16 $60,400 6 Estate Lot Townhouses 37 $41,903 11 10 $55,034 $50,983 Apartments - 47 $53,228 13 6 $69,908 $28,845 New Apartments - 23 $20,838 7 3 $34,210 $14,116 Rehab. Total 207 $374,933 59 82 $307,892 $426,541 Commercial $449,203 Tax Revenues Total Potential $824,136 �:. Tax Revenues L f 5 .. i L 42 i i SECTION 8 REQUIRED PUBLIC INVESTMENT Introduction To undertake a 124 acre development the size and complexity of Hospital Hill requires a L J substantial investment in infrastructure. In addition to the understandable need for a complete new road and utilities network to open up the site, Hospital Hill has the added potential burden of J requiring the removal of 800,000 square feet of existing buildings before development can proceed. Development of this scale also increases vehicular traffic on local streets. Accordingly, attention must be paid to off -site transportation related improvements to support the development as well. The cost and scope of all these required improvements is well beyond the financial ability of land sales to absorb. If Hospital Hill development parcels are required to absorb the cost of needed infrastructure improvements as part of pre - development, resulting final land costs ' will far exceed the market price of similar parcels on the market today. Therefore infrastructure improvements necessary at Hospital Hill must be regarded as public infrastructure investments >I� required to promote community and economic development. As such public financial resources must be identified and secured over time for implementation to successfully occur. In the case of Hospital Hill, necessary public infrastructure investment can be viewed as four LJ separate but related elements: 1) Environmental Remediation and Demolition of State Hospital Buildings and tunnels; 2) On Site Infrastructure; 3) Off Site (but project related) Infrastructure; and 4) Route 10 Access Improvements (partially related to the project). Demolition and Environmental Remediation As described earlier in the Historic Rehabilitation section, TCB has identified a limited number (1 5) of the almost sixty (60) buildings on the grounds of the former Northampton State Hospital to be retained for further study of the financial feasibility of rehabilitation. Such properties would 1 need to be environmentally remediated by DCAM, rather than demolished, and although they represent a small percentage of the total volume of existing, historically significant space at Hospital Hill, nevertheless clean up, rather than demolition, could save the Commonwealth an l estimated $ 1,982,000. The remaining structures and objects, plus the extensive tunnel system, would need to be r demolished by DCAM prior to property transfer to the developer. TCB's development program has assumed that DCAM will secure funds necessary to complete demolition and remediation of the entire site simultaneously, in year one of the project. The break down of demolition and remediation costs by phase is shown below in Table 8A, and detailed cost information by building and phase is at the end of this section. J 43 I � I Phase: TABLE 8A TABLE 8B A Cost Category: C D E Total Environ. Remediati( 1 I J Demolition $47,223 Total $252,708 $414,531 $1,992,232 HH DEMOLITION AND REMEDIATION COSTS BY PHASE Phase: TABLE 8B A B C D E Total n $825,500 $73,840 $447,200 $47,223 $0 $1,393,763 $252,708 $414,531 $1,992,232 $7,537,745 $0 $10,197,216 $1,078,208 $488,371 $2,439,432 $7,584,968 $0 $11,590,979 On Site Infrastructure Preparing the site for commercial and residential development will also require the construction of an extensive roadway system, and the provision of new sewer and water lines, electric service, telecommunications and possibly gas. While definitive cost information must await final design, Our site engineer has prepared preliminary cost estimates for required on -site infrastructure (see Appendices for engineer's cost estimate information). i 44 TABLE 8B HH REQUIRED ON SITE INFRASTRUCTURE BY PHASE r , Phase: Cost Category: A B C D E_ Total hJ Infrastructure $140,000 $329,000 $471,000 $1,806,000 $450,000 $3,196,000 'I Stormwater Retainage - _ - - - $200,000 system Total $140,000 $329,000 $471,000 $471,000 $450,000 $3,396,000 } Off Site Infrastructure Detailed information on possible traffic impacts of Hospital Hill development will be an r important topic for examination in the Draft and Final Environmental Impact Report. TCB is committed to begin the EIR process immediately following execution of the LDA. Until that information is developed, it is impossible to predict what level of signalization and other roadway improvements to nearby streets will be required to mitigate Hospital Hill traffic ' impacts, and therefore what the potential cost of such measures will be. Nevertheless, after 1 conferring with our traffic engineer, we have budgeted an amount for traffic signalization and other Off Site improvements of $250,000. j j 44 i_ f - 1 Route 10 Access Improvements All parties recognize that the hairpin turn through the former railroad embankment to the south LJ of the Hospital Hill site should be eliminated for safety and access reasons. This local traffic improvement had been programmed prior to TCB's developer designation for Hospital Hill. We have recognized from the beginning that access to Hospital Hill would be best handled by channeling site traffic from the south, directly from Route 10 via an improved connector road. No design had been completed, however. Community planning meetings for Hospital Hill re- enforced the need for this connection, and resulted in calls for a new approach — a simpler direct connection through publicly owned land. This would collect and channel Hospital Hill traffic directly onto the campus, and discourage local neighborhood traffic diversions. It would also lessen the amount of non - Hospital Hill through traffic which exists on local neighborhood streets today by providing a faster alternative. Accordingly TCB directed its engineer to devise the simplified direct connector concept currently shown on the Final Master Plan. As an area roadway project, this Route 10 Connector Road is only partially related to Hospital Hill development. DCAM has acknowledged its vital importance to Hospital Hill in the past, however, and publicly promised state support and financial participation. Since the absence of design prevents an accurate cost estimate at this time, we have nevertheless added a general cost estimate of $250,000 to the project infrastructure budget to assist in implementing traffic improvement. Potential Funding Sources With almost $4 million in required infrastructure improvements, in addition to building demolition and remediation, Hospital Hill faces major public investment challenges. Obtaining public funds to complete these necessary infrastructure improvements will require a strong partnership and concerted action by TCB, the City of Northampton, the city's legislative delegation and the Commonwealth. If Hospital Hill is to achieve its full potential as a public economic development project, every available means to secure public funding must be explored. Possible programs which might be explored include: • Special Legislative Appropriation • Community Economic Development Action Grants • Public Works Economic Development Grants • Chapter 90 State Highway funds • US Economic Development Administration funds • ISTEA — Federal Comprehensive Transportation Planning funds • Tax Increment Financing — Bond Issuance i 45 J i i i.. i m '0' O O O O O N O O O t0 et 0 0 0 (O (fl O N O CO t0 L.. 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L = r L ? O. M III ❑ Vi WI c0 t 11 y d O • F ... a Q CO CD M t l- M M M M O ti _ L M - O N O U m CD � -a N N O N E E E Q U y w 0 0 � E- W 0 0 U O E O Cl) (6 o Lc Q tri ti o to N 9 y Q a C O c0 m CD O C LCD r- O co N O E ❑ m to 0 Cl) O .+ co N co M T fn r- ° 0 r Q O Z ca o 0 _ w E o c d E O N ❑ c W 0 U) r - SECTION 9 IMPLEMENTATION PLAN Introduction Implementing the Hospital Hill development Master Plan will require many cooperative measures between DCAM and TCB, but none more important than completing the unfinished business of the already executed Provisional Designation letter of December 7, 1999 (see Appendices). This document pledged both parties to carry out a series of measures within a specified timeframe. TCB has worked diligently to fulfill its requirements under the agreement. It believes that submission of this Final Master Plan satisfies many of its Provisional Designation responsibilities, specifically those of Task 7 — "Prepare a Master Plan ". However there are many other tasks from the agreement that remain to be accomplished: No. Task Summary 1) Negotiate a mutually acceptable land disposition agreement 2) Prepare a survey plan of the parcels to be conveyed 3) Determine to scope of environmental remediation and prepare a schedule and funding plan 4) Identify buildings to be demolished and prepare a schedule and funding plan 5) Identify buildings to be re -used, and prepare a schedule and funding plan for hazardous materials removal r 6) Obtain necessary redevelopment approvals from the Massachusetts Historical Commission 7) Identify and approve a commercial real estate development expert to add to the TCB team. As our planning has advanced, it has become evident to both parties that some of these tasks were dependent on a clearer identification by TCB of the Final Site Plan. Now, with this obstacle removed, accomplishment of the remaining tasks can proceed rapidly. Therefore, we have incorporated these unfinished tasks into the Predevelopment Phase of the'Implementation Plan outlined below. As we move into the Implementation Phase, it is assumed that DCAM will cooperate with TCB to complete the remaining tasks of the original agreement, and move aggressively, with TCB, into active development of Hospital Hill. 46 f j I �] Important Assumptions In building the Hospital Hill Implementation Plan, TCB made certain important assumptions: 1. Building demolition and site remediation will be carried within the next 27 months, on both the south and north campus, by the Commonwealth; 2. The Commonwealth will take primary responsibility for satisfying the Massachusetts Historic Commission and carrying out the MOA; 3. The Route 10 Access Road improvement project will be undertaken by the City and others in a timely manner, and DCAM will participate in funding this partially project - related road improvement; 4. Previously planned reconstruction of Route 66 will be undertaken by within the next year, and will include extension of sewer service to the area of Parcel E — The Ice Pond (� Site; _i 5. DCAM and the City of Northampton will work with TCB to identify and secure public grants or other funds to finance necessary project infrastructure: roads, sewer, water, telecommunications and electric service, plus off -site project - related infrastructure improvements: traffic signalization and other necessary measures which emerge from the n environmental review process. L_J n The Implementation Plan - Graphic A graphic summary of TCB's 15 -year Implementation Plan for achieving redevelopment of n Hospital Hill is shown below (see Appendices for the full detailed plan). The Implementation Plan sets forth the major tasks which must be accomplished, identifies the expected start and end dates (duration), names the parties or entities responsible for carrying out each task, and the J public costs, and attempts to show, in a linear fashion, relationships amongst tasks. Some tasks like "marketing" and "public information" will be carried out, in one form or another, throughout the life of the project, and, therefore, are nonlinear. Others, like developing the Phases, will overlap. All of the main tasks will have numerous subtasks, and there may well be additional tasks or project requirements, impossible to predict today, which will have to be accomplished before Hospital Hill is finished. The goal of the Implementation Plan is not to predict the future with complete accuracy, but rather to illustrate the complexity of a development undertaking of this magnitude, and the resulting need for maximum flexibility and cooperation amongst the r three responsible parties: TCB, DCAM, and the City of Northampton. I 47 �I l mo L S' ai5 Ss' .............._.. ............... _._._. ........... _..._. .. .......... _ ........... _...�.. ........... .......... __ ........ . va ....... - ...._....__ ...__.._........... _. ....... _._........._•___._.....___ ............................................... _. .... ....... .. .................. ..... ...... O �.__... 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F z E 0 E In O Q lz CL -oz: O O O 22 —0 —0 —0 —0 cn H F y [ = �, N 3 3 3 F F " N � c 0 R 4 T T T cC u -o 0 0 > H 0 a - 0 0 r4 irs) A - E > 9 2 C) ta 79 0 t9 I R E CIR > C: .6 O Pi F7 1.., J r, r-, The Implementation Plan — Major Tasks Implementing Hospital Hill development, as envisioned by TCB, entails ten (10) major tasks or steps: Table 9A Major HH Implementation Tasks IF L F . F I L -.J_ LI I� u r �5 LJ, I x. No. Description 1 Predevelopment Planning 2 Demolition and Remediation 3 On -going Project -wide Tasks 4 Develop Phase A 5 Develop Phase B 6 Develop Phase C 7 Develop Phase D 8 Develop Phase E 9 Public Information Program 10 Public Open Space Completion Date 4/2/00 1/1/04 12/28/10 711/12 12/31/03 12/31/11 1/1/15 6/1/02 On -going On -going * Note: All tasks will likely require some level of participation by all parties Task 1 Complete Preliminary Planning For Hospital Hill to become a reality, TCB, DCAM and the City of Northampton must work cooperatively on a series of tasks related to completing the planning, and preparing the legal ground for a new development project. Major subtasks included in Task 1 include: • Negotiating and executing the LDA; Completing the MEPA process — All three parties must work to secure environmental approvals for Hospital Hill. A project of this scale cannot advance until MEPA approval is granted. Although TCB will have primary responsibility to oversee the technical work l_ I program, in response to the approved MEPA scope, major responsibilities will also fall on the City and DCAM, especially in regards to fulfilling the requirements of the Massachusetts Historic Commission MOA, and responding to comments raised by agencies and the public 1 during the review period. It is hoped that at least a Phase I Waiver will be granted by MEPA � within six months of commencing the process; • Securing local regulatory approvals — although TCB's site plan and development program was designed with the City of Northampton's Planned Village overlay zoning in mind, . U numerous technical issues that would impede or prevent development have been identified. These will need to be addressed legislatively if the Plan is to move forward. The City's development control boards — Planning, Conservation Commission, Historical Commission, j and DPW /Engineering, all have jurisdiction and will need to be consulted. It is TCB's expectation that City officials will assist TCB in describing to these boards and agencies the local economic development context of the Hospital Hill project. TCB may need to explore l -J with these officials legal mechanisms to allow early, non - controversial elements of the plan: re -use of the power plant and laundry buildings and assisted living development, to move forward on an accelerated basis; • Formation of a non - profit land holding entity — TCB will need to quickly implement a separate legal entity to take delivery of the land when it is released by DCAM, oversee the technical work program, and provide a vehicle for grant applications and to potentially receive public funds to cover infrastructure improvements; Finally, there are several technical planning tasks remaining. TCB will work with Calthorpe to prepare urban design site controls and easement concepts to ensure that future private development conforms to the approved Master Plan's "new urbanism" principals. A set of overall design guidelines will be drafted in parallel with the zoning process. Task 2 Complete Demolition and Infrastructure �I The importance of DCAM's early attention to environmental remediation and building demolition at Hospital Hill has already been discussed. TCB has carefully considered the timing I, of demolition and remediation actions required phase by phase in order to support the development program in the Final Plan. The sequence of demolition and remediation is laid out ~: in the Implementation Plan, along with projected costs derived from DCAM studies. Based on discussions with DCAM TCB has assumed that all such work will be completed at Hospital Hill within 21 months, or by October 1, 2001. In addition to demolition and remediation, other public investments will also be required to cover — infrastructure costs, both on -site and off -site. In Task 2 TCB had suggested a process and 49 I� schedule whereby TCB, DCAM and the City can work together to meet this need. TCB is suggesting that this investigatory process become a top priority early action item for all three parties. Off -site projected related infrastructure, such as Route 66 re- building, the new access —� road to Route 10, and new signals at problem area roadway intersections, will also require public investment. Task 3 On -going Project -wide Tasks There are a number of tasks that will need to be carried on by TCB as developer throughout the life of the project. These are expected to include: • Maintenance and Security — As DCAM turns over property to TCB's new landholding entity, responsibility for these activities will also pass; -� • Marketing — Developers, businesses and the general public must all be made aware that Hospital Hill is a reality. TCB has developed a schedule and a budget to engage in a �l professional marketing campaign. TCB will rely heavily on cooperation with area J commercial real estate brokers, local business organizations, and regional economic development agencies to "get the word out ". Advertising and direct mail will also be used as necessary; 0 Task 4 Phase A Development The heart of the Implementation Plan is the schedule for developing each of Hospital Hill's phases. After careful study of site characteristics and layout, local market conditions, timing required for site improvements, and the expected regulatory process, TCB has chosen an approach whereby several geographic areas can be developed simultaneously. As currently envisioned, all four phases of the main campus area will share a similar development process: • Finalize the Development Program — in this beginning step, it will be up to TCB to finalize the list of which buildings can be saved and which must be torn down; • Complete Building Demolition and Environmental Clean up — no significant development can advance until DCAM completes this essential step. For each phase we have has assigned a cost and schedule for clean-up, using best available information; • Construct Roadway & Utility Infrastructure — For several of the phases, significant development cannot be advanced until the site is opened up and new utilities are in place. This costly and time - consuming process has also been estimated for each phase in relation to each site's unique needs, and projected market absorption; 50 l I o Complete Land Subdivision — Land within each Phase will need to be subdivided in order to be made ready for eventual conveyance and development; • Land Takedown — when DCAM's site preparation responsibilities have been met and the site is suitable for development, in some cases even before infrastructure improvements are completed, the land should be conveyed, phase by phase, to TCB's land holding entity. Active land development - land sales and construction by TCB or others - can then take place; • Complete Site Preparation — for each development site TCB, as land developer, will need to ensure conditions are right for active development prior to land sale: access to utilities, grading and other physical improvements if necessary etc.; • Market Development Sites — no development will take place unless TCB actively solicits new owners and developers. The marketing process will take time and money; • Complete Land Sales — For each Phase we have prepared a parcel by parcel absorption table, based on realistic conservative projections of market penetration. The end result is a Phase by Phase land sale schedule, extending in some Phases for over a decade. Phase A is one of TCB's "fast track" development areas. Because there is so little demolition and 'IL] remediation work to be done by DCAM, and because immediate access to development sites is available from Earle Street, by- passing completion of the new access road, and, finally because there is active development interest in several sites, TCB anticipates transfer of at least some elements of Phase A from DCAM early in the year 2000. TCB would like to explore a transfer even before completion of the full state environmental process. Full development will require the completion of the new access road, however. The last parcel in Phase A therefore is not projected to be sold until the year 2012. Task 5 Phase B Development Phase B is another of TCB's fast track development areas. Discussions are underway with several assisted living developers who seek access in advance of completion of building demolition and new roadway infrastructure. Accordingly, TCB would like to work with DCAM and the City to "jump start" Hospital Hill with early Phase B development. If TCB's rehab development program proves viable, and its mixed - income housing development moves ahead as planned, Phase B land sales could be completed as early as the end of the year 2003. Task 6 Phase C Development - Substantial investment in building demolition and remediation, plus new roads and utilities will ^j 51 be required to open up Phase C — the main commercial area. Therefore TCB does not anticipate land transfer before 2003, and the last sites in Phase C are not expected to be sold until the very end of the project in 2015. Task 7 Phase D Development Phase D requires the largest amount of demolition and site preparation. Logic also dictates that Phase D's interior - located sites, both residential and commercial, will lag in development timing compared to more accessible and visible sites at the project's edges. Accordingly, TCB does not anticipate land transfer until 2003 at the earliest and full development until the year 2015. Task 8 Phase E Development The 20 parcel Ice Pond Site differs from the rest of the project. It has one programmed use — single family residential — and does not depend on DCAM demolition or remediation. It does however depend on two important public investments: extension of sewer service to the site via independently programmed Route 66 improvements, and the provision of $450,000 in roadways and utilities to open up this mixed income housing development. Nevertheless, based on the strong local housing economy, and discussions with the City and others on infrastructure, TCB believes Phase E can be completed by mid 2002. Task 9 The Public Information Program TCB is committed to keeping the neighbors and others in the Northampton community fully informed about the progress of the Hospital Hill development. TCB has programmed and budgeted for an active community outreach program extending well in to the future. Task 10 Implement the Open Space System Hospital Hill contains almost 3 8 acres of publicly accessible open space — almost 47% of the total development site. TCB is committed to designing and providing this space as project financial resources permit. Deciding on who ultimately owns, polices, and maintains this space when development is complete and the majority of the site is private property, and how Hospital Hill open space will connect with the region's expanding park and pathway system, are complex subjects that deserves concerted attention by TCB and the City of Northampton. We have therefore programmed a schedule and budget to address these important public issues. END 52 The Village at Hospital Hill Financial Plan and Land Disposition Proposal Since receiving its provisional developer designation, The Community Builders (TCB) has been working diligently with the Northampton community to devise a master plan for the redevelopment of the former State Hospital site that addresses the broad range of community objectives for the site in a coherent and realistic manner. There is at last abroad consensus in the community about how the site should be utilized as a community asset. TCB won the support of the diverse interest groups for a development plan that has the potential to realize the community development objectives that have evolved over the last twenty years. Over the same time frame, TCB has been testing the development plan on the local real estate market. TCB has explored land and building sales with commercial real estate developers, light industrial, commercial, retail, and non - profit companies, and has commissioned a comprehensive survey of area commercial market conditions to objectively establish Hospital Hill's competitive advantages and disadvantages. Several assisted - living and elder housing developers have also shown an interest in the site. Hotel developers and operators have been approached about a conference center facility. TCB has also been exploring in depth the potential for media and technology based companies to serve as a cornerstone for new business activity at the site. Several users and developers stand ready to commit to the site, pending the outcome of the disposition process. Financial Realities Although the long range potential is exciting, the emerging financial realities have forced a re- examination of several of our earlier assumptions. On the basis of work performed over the past several months, the following conclusions must be factored into the financial structure and plan for Hospital Hill: The commercial development program will be slow and incremental. In our master plan we have attempted to be as responsive as possible to the community's goal for commercial development at a significant scale. Our market research has convinced us however that the local market is not likely to readily absorb over 400,000 SF of commercial development quickly. The local market is composed primarily of small (5,000 SF to 10,000 SF) users. Although possible, the likelihood of a large commercial user emerging appears to be remote. Our development plan and the land disposition agreement must therefore be based upon realistic assumptions regarding how the commercial market is likely to respond to this opportunity. Significant historic rehabilitation is not economically feasible. The sheer size of the building complex, over 800,000 square feet of building space, is daunting. TCB has explored the physical constraints and economic feasibility of re -using these historic structures with architects, historical rehabilitation specialists, contractors and other developers. Narrow floor plates, thick interior bearing walls, narrow column spacing, deteriorated physical conditions, i lack of building utility systems, and siting considerations severely hamper the reuse potential for the vast majority of the buildings. While TCB is continuing to explore creative reuse possibilities for a small number of the buildings, most of them must be demolished as quickly as possible to allow development to proceed on the remainder of the site. The costs and time associated with securing the approval of the Massachusetts Historic Commission for the demolition program may be significant. Building Demolition Costs Create A Difficult Obstacle to Early Development. DCAM's LJ demolition cost report has raised anxiety about the potential for early development. Based LJ upon cost estimates by DCAM, building demolition and clean up costs could reach $14.6 million. Since DCAM presently has access to only $4.5 million for additional Hospital Hill n site preparation activity, fully 2/3 of the site could go unmitigated and undemolished for an unspecified period of time. Without a clear, funded demolition plan and timetable, the prospect of developing the site, with the continued presence of a huge mass of deteriorating E l i buildings, presents a tremendous marketing challenge for any land developer. Clearly, before TCB or anyone else can invest in new development, a solution to the shortfall between n clean -up costs and current state resources must be worked out. Environmental Review Process could be time consuming and costly. Because this development involves the disposition of public land, the entire redevelopment process is subject to an environmental review process. While the Mass MEPA office has indicated a willingness to engage in a cooperative and expeditious process, the process has great uncertainty and could result in significant costs and major time delays. The costs of necessary infrastructure improvements will render Hospital Hill I uncompetitive without significant public subsidy. Our engineers have concluded that U virtually the entire existing roadway system must be rebuilt to meet Northampton standards and provide necessary waterr and sewer lines and other utilities to support new (] development. Extensive additional new roads, perhaps as much as 2 linear miles, will be required. Estimates of the cost of infrastructure improvements exceed $3.5 million. Our financial analysis has confirmed the assumptions which were laid out in our original financial proposal to the Commonwealth: The burden of necessary infrastructure costs will render Hospital Hill uncompetitive on the commercial market when matched against smaller, traditional office and industrial parks not requiring such expensive infrastructure. L l; To be competitive in the marketplace and meet the public purpose objectives associated with this development, significant public subsidy for infrastructure costs is imperative. 1 1 The community participation process requires time and compromise. One of the overriding objectives established by the Community Advisory Committee for the 12. development of the Hospital Hill is that the process provide extensive opportunities for public participation. This is an objective to which our development team subscribes. However, if the process is to be legitimate, the developer, the CAC and DCAM need to �{ be prepared to continue to make modifications and compromises to the development plan to address community concerns. Such changes may well have adverse impact on the overall financial viability of the development program. I � _ J Traditional Private Sector Approach to Land Development Process is not financially viable. Under a traditional private sector approach, a developer, (TCB or any other) � l would assume the development risk of this project based upon an expectation of a J financial return which would balance risks and rewards and be at least comparable to alternative investment opportunities available in the marketplace. Our financial analysis n has led us to conclude that in the case of Hospital Hill, the potential return on investment J is extremely poor particularly relative to the development risks that are prevalent. The potential revenue stream to the property in terms of land sales is too small and spread F1 over too long a period of time to offset the anticipated costs and risks projected. Land Disposition Business Proposal Considering all the above factors we believe that if Northampton's vision for Hospital Hill is Cons, g p to be realized in the foreseeable future, the approach to how the site will be developed must be reconsidered. No profit motivated, private real estate development company (TCB or any other) would accept the challenge of developing Hospital Hill under these circumstances — the risks are too great for the potential achievable rewards. The required level of public dollars is high and the availability of these public dollars is uncertain. Revising the development program to match market realities, solving the problem of funding demolition F and infrastructure costs will be necessary to enable private development to proceed. Given the realities of the marketplace, it is simply not possible to structure the land ' development portion of this project as a traditional real estate transaction. A modified � approach to the development process needs to be established for this project to proceed. The modified approach must take into consideration the likely flow of public resources, the need v for a phased development process and the need to temper the development entity's risk of moving ahead without all of the necessary public dollars in hand. The question now becomes how to advance the development process rapidly, building on the accomplishments of the past 6 months, in a way that balances the risk to the developer with the potential for financial f _ return. UA �i Public underwriting of the land development process is a necessary pre - condition for development. The entire process of bringing the Northampton State Hospital site to 1 the point where financially viable, market- driven development can commence is in essence a public - purpose process. It will be highly dependent upon public resources for j its success and therefore can not be conceived of as a traditional private real estate transaction. Its objectives - jobs, commercial development, tax revenue generation, housing, zoning, historic preservation, site clearance, infrastructure, service to DMH j clients - are public objectives. Producing land ready for private sector development is dependent upon public action and public resources. In an era where these public resources are in limited supply, this is an extremely high -risk proposition for any n developer, particularly when the multiple year build out phasing of the site is factored into the equation. J Traditional Private Sector Approach to Land Development Process is not financially viable. Under a traditional private sector approach, a developer, (TCB or any other) � l would assume the development risk of this project based upon an expectation of a J financial return which would balance risks and rewards and be at least comparable to alternative investment opportunities available in the marketplace. Our financial analysis n has led us to conclude that in the case of Hospital Hill, the potential return on investment J is extremely poor particularly relative to the development risks that are prevalent. The potential revenue stream to the property in terms of land sales is too small and spread F1 over too long a period of time to offset the anticipated costs and risks projected. Land Disposition Business Proposal Considering all the above factors we believe that if Northampton's vision for Hospital Hill is Cons, g p to be realized in the foreseeable future, the approach to how the site will be developed must be reconsidered. No profit motivated, private real estate development company (TCB or any other) would accept the challenge of developing Hospital Hill under these circumstances — the risks are too great for the potential achievable rewards. The required level of public dollars is high and the availability of these public dollars is uncertain. Revising the development program to match market realities, solving the problem of funding demolition F and infrastructure costs will be necessary to enable private development to proceed. Given the realities of the marketplace, it is simply not possible to structure the land ' development portion of this project as a traditional real estate transaction. A modified � approach to the development process needs to be established for this project to proceed. The modified approach must take into consideration the likely flow of public resources, the need v for a phased development process and the need to temper the development entity's risk of moving ahead without all of the necessary public dollars in hand. The question now becomes how to advance the development process rapidly, building on the accomplishments of the past 6 months, in a way that balances the risk to the developer with the potential for financial f _ return. UA �i ' TCB has prepared an alternative development model to accomplish the Hospital Hill development. This model has been utilized extensively for economic development initiatives throughout the region utilizing entities such as WestMass Development Corporation, the Springfield Business Development Corporation, and Westover Metropolitan Development Corporation. A Single Purpose Not for Profit Development Entity As the land development vehicle for Northampton State Hospital, TCB will form a new 501(c)3 charitable corporation, Hospital Hill Development Corporation (HHDC). HHDC would be a wholly owned subsidiary of The Community Builders and will have as its sole purpose the redevelopment of the Northampton State Hospital site consistent with the public purpose objectives established by the Citizens Advisory Committee. n The functions of the HHDC would include: • Securing approvals from the MEPA office • Securing approval of the demolition program from MHC • Securing master zoning approval from City of Northampton Acquiring the site, in phases, from the Commonwealth U In partnership with DCAM and the City, securing resources from the Commonwealth to cover all costs of demolition and environmental remediation • In partnership with DCAM and the City, securing resources from all available public sources to fund the costs of roads and infrastructure • Undertaking a marketing program to attract both commercial developers and end users to the site. • Conveying development parcels to developers, including TCB, for development in accordance with the Master Plan 1 • Securing all funding necessary to undertake land development tasks - HHDC would "contract" with TCB (and potentially its development partners) to serve as the program manager for the land development process, providing the professional staffing necessary to undertake all of the land development tasks. TCB would be able to recover its f� staff costs and overhead as a direct expense of the development project. HHDC would acquire the property in phases from the Commonwealth. The purchase price, in the aggregate amount of $2.5 million would be paid in the form of one or more promissory notes. All proceeds that are generated through land sales would be used first to cover all direct expenses incurred in the land development process (not covered by grants or other a r I ' I L_. income.) Net revenues beyond direct costs would be paid to the Commonwealth to retire the acquisition note(s). For budgeting purposes, we have assumed that payments on the DCAM notes would equal 20% of gross revenues until the required land development loan is retired, I J and 51% of gross revenues thereafter until the entire $2.5 million in notes are paid. Thereafter, any net revenues to HHDC would be distributed 50% to the Commonwealth and j� 50% to TCB as an incentive management fee. In this manner both parties would have an )) incentive to work together to develop Hospital Hill to its full potential. J Advances of Pre Development Funds As the owner of HHDC, TCB will be responsible for underwriting and financing the pre- development expenses incurred prior to take down of the land for Phase A, and closing on the land development loan. Pre - development expenses are expected to total in excess of $1.1 million. These expenses will include costs for master planning, civil engineering, historic consultant, appraisal, market studies, legal and title, marketing and promotion, staff costs and overhead. Given the size of this investment, TCB will seek to have DCAM assume direct responsibility for covering predevelopment costs wherever possible out of the $4.5 million funds �] available to it for site preparation. Further, DCAM's cooperation will be important in TCB's efforts to secure pre - development financial assistance for these efforts from quasi - public entities such as MassDevelopment. In particular this might include the engineering costs pertaining to J the MEPA process. In any event, we anticipate that the majority of these expenses will be recovered at closing of the land development loan in March 2000. Land Development Loan In addition to pre - development cost liability, TCB, through HHDC may also be required to assume the financial risk inherent with the land development loan. Beyond pledging the land as security, TCB may be required to provide corporate guarantees. Developer Margin Although developer staff and overhead is included in the development cost budget, no development fee has been included. Any developer margin paid to TCB will come from net proceeds from the sale of the land. Our current financial projects anticipate net proceeds over the 12 -15 year development period, after payment of the DCAM notes, of less than $1 million. This would be divided 50 -50 between the Developer and the Commonwealth. If land sales are less than anticipated and/or absorption is slower than projected, the net proceeds will decrease. Conversely, if sales or greater and/or faster, the return to the Commonwealth and TCB will be greater. Under this development structure, TCB will be foregoing upside profit opportunity in exchange for being able to operate on a cost reimbursement basis. J " l I � I ]Financial Model The financial model that follows assumes a land development approach to the transaction. It assumes that Hospital Hill Development Corporation will acquire the site in phases from the Commonwealth, prepare and subdivide the parcels, and then market and sell sites to end users or developers. It is TCB's intentions to develop several of the parcels on the site either on its own or in partnership with others. These include the residential sites as well potentially one or more multi- tenanted commercial buildings. These transactions are not however reflected in the financial model. Income Assumptions We have had extensive discussions with a number of local commercial and residential brokers whose experience and expertise in the Northampton real estate market have complemented and confirmed our research and assumptions. Further, we commissioned Crowley Associates of Springfield, MA to undertake an independent assessment of the commercial market in order to -test our underlying assumptions. Crowley's report is summarized in the Master Plan narrative and is included in the appendices. Based upon this research and analysis we believe that the following income assumptions can be reasonably achieved and accommodated in the development. Residential Single Family Lot Sales: These estimated lot prices assume improved lots on roads with all utilities including public water and sewer will be provided to the property lot line. • $50,000 average market price for Phase A (2 lots) • $55,000 average market price for Phase B lots (20 single family home lots) $60,000 average market price for Phase E lots (20 single family home lot cluster development) ,� • $55,000 average market price for small lots in Phase D lots ( 31 single family home lots) • $70,000 average market price for large lots in Phase D lots (11 single family j home lots) °= • � average e $85 000 market rice for "estate" lots in Phase D lots ( 16 single family p - home lots) } 25% of house lots will be sold at approximately $20,000 below market prices for low and moderate first time homebuyers. These estimated lot prices assume improved lots on roads with all utilities including public water and sewer will be provided to the property lot line. I� j 1 Multifamily and Assisted - Living Site Sales: • $3,000 per approved Multi Family unit — This number is based upon TCB's historical experience and preliminary analysis of what the multifamily development could potentially support in terms of land cost within the parameters of the affordability goals of the development $12,000 per approved Assisted Living unit — based upon discussions with assisted - living developers and a preliminary offer received for development rights. Commercial 0 $042 per rentable square foot per site for reuse buildings D $5 per buildable square foot for new construction sites. I Based on the Crowley report, we feel that the commercial site sales prices listed above are reasonable and appropriate for Hospital Hill. In that much of Hospital Hill will be developed in a manner that is different from traditional business parks (smaller lots, shared parking areas, dense urban design), we have chosen to price parcel sales based upon buildable or usable square footage rather than by land acreage. Pricing for reuse buildings a preservation has been discounted to reflect the anticipated higher costs involved in renovation and as compared to new construction. i Absorption It is assumed that commercial real estate will be absorbed at an average rate of 30,000 square feet per year. Single family residential sales are assumed to be absorbed at a rate of 12 unit sales per year. Land Development Costs Environmental Remediation & Demolition Consistent with TCB's original proposal, the financial plan presumes that the Commonwealth r � I� r� it will take responsibility for the abatement of all hazardous materials on the site including buildings which will be renovated as well as buildings that will be demolished; demolition of all buildings not slated for reuse; and the environmental remediation and filling of all tunnels. A priority will be placed on finalizing the list of buildings that are to be reused and the abatement of hazardous materials in those buildings. As the developer, we expect to work with DCAM in efforts to satisfy the obligations under its Memorandum of Agreement with the Massachusetts Historic Commission. However, we are assuming that DCAM will have lead responsibility in this regard. We have assumed that it will take approximately 21months for the Commonwealth to complete all of the abatement and demolition work, as well as the remediation and filling of the tunnels. Environmental Remediation and Demolition Cost Breakdown Environmental Remediation Phase A $ 825,500 Phase B $ 73,840 Phase C $ 447,200 Phase D $ 47,223 Total $ 1,393,763 Building Demolition $ 252,708 $ 414,531 $ 1,992,232 $ 7,537,745 $10,197,216 (Note: These cost estimates are based upon DCAM Cost Analysis and Building Retention Program included in Master Plan. If additional buildings need to be demolished, these costs will rise accordingly.) On -Site Infrastrticture Assumptions As we have stated from the outset of this process, this development can not be viable without public funding for the necessary infrastructure costs. A partnership among the development entity, the Commonwealth of Massachusetts and the City of Northampton will be essential in order to identify and secure public resources necessary. This new infrastructure would be a clear public benefit for the community. The anticipated real estate and income tax revenues which will be generated as a result of the development will provide a reasonable fiscal return on this public investment. All roads would be turned over to the Northampton Public Works Department upon completion. Potential sources for infrastructure costs include: • Massachusetts Legislature special appropriation LJ ;7 1 .1 • Public Works Economic Development Grants (PWED) • Community Economic Development Action Grants • US Economic Development Administrative Funds • ISTEA - Federal Comprehensive Transportation Planning Funds • Tax Increment Finance - Bond Issuance On -Site Infrastructure Cost Breakdown: REQUIRED ON SITE INFRASTRUCTURE BY PHASE 0 Cost Category: Phase: A B C D E Total $200,000 $450,000 $3,396,000 CJ Infrastructure Stormwater Retainage system Total $140,000 $329,000 $471,000 $1,806,000 $450,000 $3,196,000 $140,000 " $329,000 $471,000 $471,000 These improvements are the minimum to enable access and utility service to each of the phases. Additional work may be necessary to access the individual sites to be developed. All road types described above would be designed to the standards required by the City of Northampton's Zoning and Subdivision Regulations. Both road types include the following: required ROW easement and paved road, granite or concrete curbs where appropriate, 15" storm sewer, 8" sanitary sewer, 12" water main & hydrants, 5' wide concrete sidewalk (one side), underground utilities (including cable, telephone natural gas, electric and fiber- optic) and landscape allowance. Further due - diligence determining the condition of existing utilities could result in cost savings. We have assumed that all existing utilities are to be replaced in this cost estimate Off -Site Infrastructure Assumptions Off- site road and infrastructure improvements will be required to support a development of this size. This $500,000 estimate allows for immediate improvements only. Additional improvements may be necessary and are not reflected in this estimate. The estimate includes provisions for signalization, and the construction of the off -site portion of the new access road off of route 10. It is assumed that the developer will not be responsible for any off -site infrastructure costs, and that all such costs will be publicly funded. Beyond Environmental Remediation, Building Demolition and Infrastructure costs, there are three (3) main additional land development cost categories: All Phases Costs, Parcel Specific Costs and Financing Costs. i All Phases Costs The All Phases cost includes those costs that related to the overall development including master planning, market research, developer staff and overhead, marketing, taxes and insurance, and maintenance. All phases costs estimate assumes a phased development period over the first five years of the project. Master Planning $ 150,000 Survey and Engineering 250,000 Historic Consultant 30,000 Appraisal 20,000 Market Studies 20,000 Title Search 20,000 Legal 150,000 Taxes & Insurance 250,000 Developer Staff & Overhead 9Q0,000 Marketing, Promotion & Signage 250,000 Maintenance & Security 140,000 Contingency (10 %) 218,000 Total $ 2,398,000 Note: This All Phases Costs estimate assumes a phased development over a period of years. It is assumed that all developer staff and overhead costs after five (5) years would be carried by individual parcel transactions. Parcel Specific Costs Parcel Specific costs are costs necessary to develop the individual land sites including Survey, Environmental Consulting, Site Engineering, Brokerage Fees, Appraisals, Market Studies, Legal, and Developer Staff and Overhead. Survey/Environmental/ Site Engineering $ 280,000 Brokerage 493,259 Appraisal/Market Study 33,500 Legal 295,000 Developer Staff & Overhead 680,000 Contingency (10 %) 178,176 Total $ 1,959,935 Financinfz Cost and Land Development Loan A land development loan will be needed during the first six (6) years of the development period. The maximum draw on this loan is projected to be approximately $1.4 million. Financing Costs consist of interest on a land development loan bearing 10% interest, financing fees of 2 points, and an interest reserve based on 30% of loan interest costs. Interest Costs $ 487,111 Financing Costs (2 %) 28,453 Interest Reserve 146,133 Total $ 661,696 h I i , l_ l J i i_ I �II 'J U, I � f Total Sources and Uses of Funds Sources of Funds Land Sales Revenue Environmental Remediation Public Investment Building Demolition Public Investment Infrastructure Public Investment (On -Site and Off -Site) Total Sources of Funds Uses of Funds Environmental Remediation Building Demolition Infrastructure All Phases Costs Parcel Specific Costs Financing Costs Total Uses Total Net Proceeds Available Acquisition Price Incentive fees to be shared By DCAM and TCB $ 8,220,984 $ 1,393,763 $10,197,216 $ 3,896.000 $23,707,963 $ 1,393, 763 $10,197,216 $ 3,896,000 $ 2,398,000 $ 1,959,935 $ 661,696 $20,506,610 $ 3,201,353 $2,500,000 $701,353 7! NORTHAMPTON STATE HOSPITAL 27- Jul -99 T11E COMMUNITY BUILDERS MODEL: DCAM Receives 20 % -51% of Any Site Sale Revenue as Partial Acquistion Payment up to Maximum of $2,500,000. Then 511 Sharing of Any Net Revenues Between DCAM and TCB. Ll C SUMMARY OF LAND DEVELOPMENT ' A - Laundry F 71 Unit PowerPian ntal, 75 D -Single • Bldgs., Unit C - Memorial Family lots, Office Light isted'Mix E - 20 Single Complex: 36 unit Industrial ad Use Family Lots Mixed Use Rental, Mixe Sites r 2 Commercial, Commercial Use home lots 20 single Commercial family ommercial Building Square Footage (Existing or buildable) , USES OF FUNDS ENVIRONMENTAL REMEDIATION 1,393,763 825,500 73,840 0 447 47,223 BUILDING DEMOLITION 10,197,216 252,708 414,531 0 1,992,232 7,537,745 ON -SITE INFRASTRUCTURE COSTS 3,196,000 140,000 329,000 450,000 471,000 1,806,000 OFF SITE INFRASTRUCTURE COSTS & storm detention 700,000 50,000 50,000 500,000 100,000 LAND DEVELOPMENT COSTS All Phases Costs (allocated per phase in proportion to projected sales revenue) 2,398,000 207,102 563,842 320,862 243,563 1,062,631 Master Planning 150,000 12,955 35,270 20,071 15,235 66,470 Survey/Enviromental Consultant/Site Engineering 250,000 21,591 58,783 33,451 25,392 110,783 Historic Consultant 30,000 2,591 7,054 4,014 3,047 13,294 Appraisal 20,000 1,727 4,703 2,676 2,031 8,863 Market Studies 20,000 1,727 4,703 2,676 2,031 8,863 Title Search 20,000 1,727 4,703 2,676 2,031 8,863 Legal 150,000 12,955 35,270 20,071 15,235 66,470 Taxes & Insurance 250,000 21,591 58,783 33,451 25,392 110,783 Staff and Overhead 900,000 77,72 211,617 120,424 91,412 398,819 Marketing, Promotion, Signage 250,000 21,591 58,783 33,451 25,392 110,783 Maintenance and Security 140,000 12,091 32,918 18,733 14,220 62,039 Contingency 218,000 18,827 51,258 29,169 22,142 96,603 Parcel Specific Costs 1,959,935 162,988 262,875 264,841 403,197 866,035 Survey /EnviromentalConsultant/Site Engineering 280,000 30,000 30,000 40,000 50,000 130,000 Brokerage/Marketing 493,259 42,600 115,980 66,000 50,100 218,579 Appraisal/Market Study 33,500 5,000 5,000 5,000 5,000 13,500 Legal 295,000 20,000 20,000 30,000 80,000 145,000 Staff and Overhead 680,000 50,000 50,000 100,000 200,000 280,000 Contingency 178,176 15,388 41,895 23,841 18,097 78,956 Financing Costs 661,696 101,669 105,902 103,019 156,837 166,555 Interest Cost 487,111 69,985 69,985 69,985 124,720 124,720 Fees and Closing Costs 28,453 2,457 6,690 3,807 2,890 12,608 Interest Reserve (@30% of Interest Cost) 146,133 29,227 29,227 29,227 29,227 29,227 OJ AL LISE$ 0 � ,, DS .. 0 6' 0 � '` . ? 8 8 SOURCES OF FUNDS LAND SALES REVENUE 8,220,984 710,000 1,933,000 1,100,000 835,000 3,642,984 INFRASTRUCTURE PUBLIC INVESTMENT (on -site & off -site &MEPA) 3,896,000 190,000 379,000 450,000 971,000 1,906,000 ENVIRONMENTAL REMEDIATION PUBLIC INVESTMENT 1,393,763 825,500 73,840 0 447,200 47,223 BUILDING DEMOLITION PUBLIC INVESTEMENT 1 10,197,2161 252,708 414 01 1 992 232 7537745 7®, ° . ,QURGE$ OU,I?$ _ 037;965 19x78 U$ Z;SUQ;3 X550 ObQ 4 1 1 4 0 7 1 3 NET Sources over Uses ' ' ' ' ' ' Land purchase cost -DCAM 2,500,000 215,911 587,825 334,510 253,923 1,107,831 Net Revenues 701,353 22,330 412,557 76,769 (222,520) 439,932 ii i �� NET Sources over Uses ' ' ' ' ' ' Land purchase cost -DCAM 2,500,000 215,911 587,825 334,510 253,923 1,107,831 Net Revenues 701,353 22,330 412,557 76,769 (222,520) 439,932 ii i �� nma swo� �+y+ N O= cj = M to O N r O 00 QLLM x O r r-I 01 U N f0 O M O M 'i x y'v O Gf .- N h N O et O E v t •2pXE r- M 0 V y o 0 0 0 = J CD Inn N E co W L- X LO o v oo ti M W) o o r+ r to = G' en r Ile M riz O d 0b0 ti fA m� ) ON U w ++ 00 O 00 N O d y J r in r N f6 N a 7 � v E o N C N J +� Q a �Nt O ON tn ti M 00 7 M F z rn W w o H H v * -A W c rj) k 0 . z F Z �4 U C) U 0 z W � z a � � a � O R F+ W W t � A z U E W A M- 0 n I �J l _J i� J f �I I NORTHAMPTON STATE HOSPITA PRQJE_ ECHEDIJLE_ND _CASHFL_0 THE COMMUNITY BUILDERS Moo anoa 4n9a tr»nnn wn ?nno at'»nnn TOTAL 01- Jan -99 01- Apr -99 01- Jul -99 01- Oct -99 01 -Jan -2000 01- Apr -2000 01 -Jul -2000 USES BUDGET Mt� x 0 7t1n99� 00.Sap9Q� 0.ecu P30 Iviar2000 0 12re?a2.s ENVIRONMENTAL REMEDIATION A - Laundry & PowerPlant Bldgs., Office/Light Industrial Sites & 2 home lots 825,500 0 0 0 0 412,750 412,750 0 B -71 Unit Rental, 75 Unit Assisted,Mixed Use Commercial, 20 single family 73,840 0 0 0 0 0 73,840 0 E- 20 Single Family Lots 0 0 0 0 0 0 0 0 C- Memorial Complex: Mixed Use Commercial 447,200 0 0 0 0 0 0 0 D - Single Family lots, 36 unit Rental, Mixed Use Commercial 47,223 0 0 0 0 0 0 0 1,393,763 BUILDING DEMOLITION A - Laundry & PowerPlant Bldgs., Office/Light Industrial Sites & 2 home lots 252,708 0 0 0 0 126,354 126,354 0 B- 71 Unit Rental, 75 Unit Assisted,Mixed Use Commercial, 20 single family 414,531 0 0 0 0 0 207,266 207,266 E- 20 Single Family Lots 0 0 0 0 0 0 0 0 C- Memorial Complex: Mixed Use Commercial 1,992,232 U 0 0 0 0 0 0 D - Single Family lots, 36 unit Rental, Mixed Use Commercial 7,537,745 0 0 0 0 0 0 0 10,197,216 INFRASTRUCTURE COSTS A - Laundry & PowerPlant Bldgs., Office/Light Industrial Sites & 2 home lots 140,000 0 0 0 0 70,000 70,000 0 B- 71 Unit Rental, 75 Unit Assisted,Mixed Use Commercial, 20 single family 329,000 0 0 0 0 164,500 164,500 0 E- 20 Single Family Lots 450,000 0 0 0 0 0 0 0 C- Memorial Complex: Mixed Use Commercial 471,000 0 0 0 0 0 0 0 D - Single Family lots, 36 unit Rental, Mixed Use Commercial 1,806,000 0 0 0 0 0 0 0 OFF SITE INFRASTRUCTURE COSTS & storm detention 700,000 0 0 0 0 50,000 50,000 250,000 3,196,000 ALL PHASES COST Master Planning 150,000 0 50,000 50,000 50,000 Survey/Enviromental Consultant/Site Engineering 250,000 25,000 25,000 200,000 0 Historic Consultant 30,000 5,000 10,000 10,000 5,000 Appraisal 20,000 20,000 Market Studies 20,000 10,000 10,000 Title Search - 20,000 10,000 10,000 Legal 150,000 25,000 25,000 50,000 50,000 Taxes & Insurance 250,000 35,714 35,714 35,714 Staff and Overhead 900,000 170,000 10,000 10,000 10,000 41,250 41,250 41,250 Marketing, Promotion, Signage 250,000 25,000 25,000 25,000 25,000 12,500 Maintenance and Security 140,000 3,500 2,500 3,500 Contingency 218,000 4,449 4,449 4,449 4,449 4,449 4,449 4,449 2,398,000 PARCEL SPECIFIC DEVELOPMENT COSTS A - Laundry & PowerPlant Bldgs., Office/Light Industrial Sites & 2 home lots 162,988 40,747 40,747 5,093 5,093 B- 71 Unit Rental, 75 Unit Assisted,Mixed Use Commercial, 20 single family 262,875 65,719 65,719 10,953 10,953 E - 20 Single Family Lots 264,841 0 0 66,210 C - Memorial Complex: Mixed Use Commercial 403,197 0 0 0 D - Single Family lots, 36 unit Rental, Mixed Use Commercial 866,035 Land purchase cost - DCAM 2,500,000 0 159,000 0 1,959,935 FINANCING COSTS Interest 487,111 0 0 0 0 15,938 25,810 22,269 Fees & Closing Costs 28,453 0 28,453 Deferred Developer Fee\Interest Coverage (30% of Interest) 146,133 TOTAL LAND DEVELOPMENT COSTS 23,006,610 229,449 134,4491 389,449 260,915 1,084,373 1,414,480 659,205 SOURCES LAND SALES A - Laundry & PowerPlant Bldgs., Office/Light Industrial Sites & 2 home lots 710,000 0 75,000 0 B- 71 Unit Rental, 75 Unit Assisted,Mixed Use Commercial, 20 single family 1,933,000 0 720,000 0 E - 20 Single Family Lots 1,100,000 0 0 0 C - Memorial Complex: Mixed Use Commercial 835,000 D - Single Family lots, 36 unit Rental, Mixed Use Commercial 3,642,984 8,220,984 ENVIRONMENTAL REMEDIATION PUBLIC INVESTMENT 1,393,763 0 0 0 0 412,750 486,590 0 BUILDING DEMOLITION PUBLIC INVESTEMENT 10,197,216 0 0 0 0 126,354 333,620 207,266 EQUITY 229,449 134,449 389,449 260,915 (1,014,262 INFRASTRUCTURE PUBLIC INVESTMENT (on -site & off-site &MEP 3,896,000 0 0 0 0 284,500 284,500 250,000 LAND LOAN 1,801,220 0 0 0 0 1,275,031 0 201,939 LAND LOAN REPAYMENT (1,801,220 ) 0 0 0 0 0 (485,230) 0 23 229 134 389,4491 260 L 1 084 373. 1 414 480 659 205 TOTAL SOURCES 701,353 0 0 0 0 0 0 0 Balance of Sources Over Uses OT 01 01 01 01 0 0 Cumulative Balance MAXIMUM LOAN AMOUNT B RROWE 1,275,031 0 0 0 0 0 0 1,275,031 789,801 BEGINNING LAND LOAN BALANCE Loan Drawdown 0 0 0 0 1,275,031 0 201,939 Interest - Accrual only at 10% Quarterly 0 0 0 0 15 25 0 22 269 Interest Payment 0 0 0 0 (15,938) (25,810) (22,269) Loan Principal Paydowns 0 0 0 0 0 (485,230) 0 ENDING LAND LOAN BALANCE 0 0 0 0 0 1 789 801 991,740 n I L- I Fj D i D n L.J D D n I D D D D D D D � J l �J NORTHAMPTON STATE HOSPITAL THE COMMUNITY BUILDERS - Laundry & PowerPlant Bldgs., Office/Light Industrial Sites & 2 home lots • 71 Unit Rental, 75 Unit Assisted,Mixed Use Commercial, 20 single family -20 Single Family Lots - Memorial Complex: Mixed Use Commercial - Single Family lots, 36 unit Rental, Mixed Use Commercial 1,393,763 UILDING DEMOLITION - Laundry & PowerPlant Bldgs., Office/Light Industrial Sites & 2 home lots - 71 Unit Rental, 75 Unit Assisted,Mixed Use Commercial, 20 single family 20 Single Family Lots Memorial Complex: Mixed Use Commercial - Single Family lots, 36 unit Rental, Mixed Use Commercial 10,197,216 4FRASTRUCTURE COSTS .- Laundry & PowerPlant Bldgs., Office/Light Industrial Sites & 2 home lots 140,000 71 Unit Rental, 75 Unit Assisted,Mixed Use Commercial, 20 single family 329,000 20 Single Family Lots 450,000 - Memorial Complex: Mixed Use Commercial 471,000 1 - Single Family lots, 36 unit Rental, Mixed Use Commercial 1,806,000 )FF SITE INFRASTRUCTURE COSTS & storm detention 700,000 3,196,000 tLL PHASES COST Master Planning 150,000 Survey/Enviromental Consultant/Site Engineering 250,000 Historic Consultant 30,000 Appraisal 20,000 Market Studies 20,000 Title Search - 20,000 Legal 150,000 Taxes & Insurance 250,000 Staff and Overhead 900,000 Marketing, Promotion, Signage 250,000 Maintenance and Security 140,000 Contingency 218.000 2,398,000 PARCEL SPECIFIC DEVELOPMENT COSTS 4 - Laundry & PowerPlant Bldgs., Office/Light Industrial Sites & 2 home lot. 162,988 B- 71 Unit Rental, 75 Unit Assisted,Mixed Use Commercial, 20 single family 262,875 E - 20 Single Family Lots 264.841 Memorial Complex: Mixed Use Commercial 403,197 D - Single Family lots, 36 unit Rental, Mixed Use Commercial 866,035 Land purchase cost- DCAM 2,500,000 1,959,935 487,111 28,453 146,133 FINANCING COSTS Interest Fees & Closing Costs Deferred Developer FeeUnterest Coverage (30% of Interest) TOTAL LAND DEVELOPMENT COSTS PROJEC2SCI[EDU1E. AND _CASIiELJ01L 4Q2000 1Q2001 2Q2001 3Q2001 4Q2001 1Q2002 n 1 - nrt - 7000 10 ] _11_2001 1 01 - Aor - 2001 I 01 - Jul - 2001 I Ol Oct - 2001 I 01 - Jan - 2002 BUDGET „30 - Dees, 2000'{ JOMaz. 2, 001Jun00; 1. 30 ,�"- Se2W,)i'' 0 =200 R- °ltin;2,0�02N� 825,500 0 0 0 0 0 0 0 73,840 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 447,200 223,600 223,600 0 0 0 0 0 47,223- 47,223 0 0 0 0 0 0 252,708 0 0 0 0 0 0 0 414,531 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1,992,232 996,116 996,116 0 0 0 0 0 7,537,745 1,884,436 1,884,436 1,884,436 1,884,436 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 225,000 225,000 0 0 0 0 0 0 0 0 0 0 100,000 0 0 0 0 0 0 0 0 250,000 100,000 0 0 0 0 0 35,714 35,714 35,714 35,714 0 0 0 41,250 41,250 41,250 41,250 41,250 21,250 21,250 12,500 12,500 12,500 12,500 12,500 12,500 12,500 3,500 4,500 4,500 5,500 5,500 6,500 6,500 4,449 4,449 4,449 4,449 4,449 4,449 4,449 5,093 5,093 5,093 5,093 5,093 5,093 5,093 10,953 10,953 10,953 10,953 10,953 10,953 10,953 66,210 22,070 22,070 22,070 22,070 22,070 22,070 0 0 0 0 100,799 100,799 5,600 69,000 33,000 125,000 0 33,000 0 0 75,600 33,000 50,000 0 54,000 11,000 23,888 23,331 165,000 24,036 165,000 0 22,615 21,994 55,000 23,035 23,771 0 0 0 8,220,984 ENVIRONMENTAL REMEDIATION PUBLIC INVESTMENT BUILDING DEMOLITION PUBLIC INVESTEMENT 0 270,823 2,880,552 A - Laundry & PowerPlant Bldgs„ Office/Light Industrial Sites & 2 home lots B- 71 Unit Rental, 75 Unit Assisted,Mixed Use Commercial, 20 single family 710,000 1,933,000 125,000 0 0 0 0 0 0 213,000 0 50,000 0 0 0 E- 20 Single Family Lots C - Memorial Complex: Mixed Use Commercial 1,100,000 835,000 220,000 165,000 165,000 165,000 0 165,000 165,000 55,000 55,000 D - Single Family lots, 36 unit Rental, Mixed Use Commercial 3,642,984 8,220,984 ENVIRONMENTAL REMEDIATION PUBLIC INVESTMENT BUILDING DEMOLITION PUBLIC INVESTEMENT 1,393,763 10,197,216 270,823 2,880,552 223,600 2,880,552 0 1,884,436 0 1,884,436 0 0 0 0 0 0 EQUITY INFRASTRUCTURE PUBLIC INVESTMENT (on -site & off -site &MEP LANDLOAN , LAND LOAN REPAYMENT TOTAL SOURCES Balance of Sources Over Uses Cumulative Balance 3,896,000 1,801,220 (1,801,220 475,000 0 ) (72,442 325,000 27,861 01 0 28,566 0 0 0 (142,255 0 92,609 0 100,000 0 (9,350A 0 68,186 0 23.707.963 3898 3 622 013 2 2 120 181 257 609 360 650 123 186 701,353 0 0 0 0 0 0 0 01 0 0 01 01 0 0 MAXIMUM LOAN AMOUNT BORROWED 1,275,031 BEGINNING LAND LOAN BALANCE 0 991,740 919,298 947,159 975,724 833,469 926,078 916,728 Loan Drawdown Interest - Accrual only at 10% Quarterly Interest Payment ___ o_.__.....t ._ ..A_.­ :,:,,,.::,,,,,,,,,._ 0 27,861 28,566 0 92,609 0 68,186 23,888 23,331 24,036 22,615 21,994 23,035 23,771 24 036 22 615 21 994 23 035 (23.888) (23,331) ( ) ( ) ( ) ( ) (23,771) 0 .. (72 4421 0 0 (142,255) 0 (9,35) _ ' NORTIIANIPTON STATE HOSPITAL THE COMMUNITY BUILDERS I-J i I I, L_ I L.J t_J C l� J I'_= ,ECT SCHE DULIi"LCA SII FLOW vnonm HIM? - TOTAL 01 -Jul -2002 01- Oct -2002 2003 2004 2005 2006 2007 USES BUDGET 0� �eP" .. .:_'. ..... -.� .. ... . ...... . ....... t. :.a ENVIRONMENTAL REMEDIATION A - Laundry & PowerPlant Bldgs., Office/Light Industrial Sites & 2 home lots_ 825,500 0 0 B- 71 Unit Rental, 75 Unit Assisted,Mixed Use Commercial, 20 single family 73,840 0 0 E - 20 Single Family Lots 0 0 0 C- Memorial Complex: Mixed Use Commercial 447,200 0 0 0 0 0 0 0 D - Single Family lots, 36 unit Rental, Mixed Use Commercial 47,223 0 0 0 1,393,763 BUILDING DEMOLITION A - Laundry & PowerPlant Bldgs., Office/Light Industrial Sites & 2 home lots 252,708 0 0 B- 71 Unit Rental, 75 Unit Assisted,Mixed Use Commercial, 20 single family 414,531 0 0 E - 20 Single Family Lots 0 0 0 C- Memorial Complex: Mixed Use Commercial 1,992,232 0 0 0 0 0 0 0 D - Single Family lots, 36 unit Rental, Mixed Use Commercial 7,537,745 0 0 0 0 0 0 0 10,197,216 INFRASTRUCTURE COSTS A - Laundry & PowerPlant Bldgs., Office/Light Industrial Sites & 2 home lots 140,000 0 0 B- 71 Unit Rental, 75 Unit Assisted,Mixed Use Commercial, 20 single family 329,000 0 0 E - 20 Single Family Lots 450,000 0 0 C - Memorial Complex: Mixed Use Commercial 471,000 0 0 371,000 0 D - Single Family lots, 36 unit Rental, Mixed Use Commercial 1,806,000 0 0 1,806,000 OFF SITE INFRASTRUCTURE COSTS & storm detention 700,000 0 0 0 0 0 0 0 3,196,000 ALL PHASES COST Master Planning 150,000 Survey/Enviromental Consultant/Site Engineering 250,000 Historic Consultant 30,000 Appraisal 20,000 ' Market Studies 20,000 Title Search 20 ,E Legal 150,000 Taxes & Insurance 250,000 0 0 0 0 0 0 0 Staff and Overhead 900,000 21,250 21,250 85,000 50,000 Marketing, Promotion, Signage 250,000 12,500 12,500 25,000 0 0 0 0 Maintenance and Security 140,000 5,500 5,500 21,500 18,000 13,000 11,500 8,500 Contingency 218,000 4,449 4,449 17,796 17,796 17,796 17,796 17,796 2,398,000 PARCEL SPECIFIC DEVELOPMENT COSTS A - Laundry & PowerPlant Bldgs., Office/Light Industrial Sites & 2 home lots 162,988 5,093 5,093 20,374 5,093 0 0 B- 71 Unit Rental, 75 Unit Assisted,Mixed Use Commercial, 20 single family 262,875 10,953 10,953 10,953 E - 20 Single Family Lots 264,841 C - Memorial Complex: Mixed Use Commercial 403,197 5,600 5,600 22,400 22,400 22,400 22,400 22,400 D - Single Family lots, 36 unit Rental, Mixed Use Commercial 866,035 0 0 0 476,319 57,736 Landpurchasecost - DCAM 2,500,000 52,000 40,000 150,000 203,875 165,475 429,102 409,722 1,959,935 FINANCING COSTS Interest 487,111 23,129 20,710 79,469 66,329 22,220 0 0 Fees & Closing Costs - 28,453 Deferred Developer FeeUnterest Coverage (30% of Interest) 146,133 0 0 0 0 0 TOTAL LAND DEVELOPMENT COSTS 23,006,610 140,474 126,056 2,609 ,492 383,493 240,891 957,117 516,153 SOURCES LAND SALES A - Laundry & PowerPlant Bldgs., Office/Light Industrial Sites & 2 home lots 710,000 60,000 0 150,000 70,000 0 0 .0 B_ 71 Unit Rental, 75 Unit Assisted,Mixed Use Commercial, 20 single family 1,933,000 200,000 200,000 600,000 0 0 0 0 E- 20 Single Family Lots 1,100,000 0 0 0 0 0 0 C - Memorial Complex: Mixed Use Commercial 835,000 0 110,000 96,000 110,000 72,000 D - Single Family lots, 36 unit Rental, Mixed Use Commercial 3,642,984 0 839,376 731,376 731,376 731,376 8,220,984 ENVIRONMENTAL REMEDIATION PUBLIC INVESTMENT 1,393,763 0 0 0 BUILDING DEMOLITION PUBLIC INVESTEMENT 10,197,216 0 0 0 0 EQUITY INFRASTRUCTURE PUBLIC INVESTMENT (on -site & of( site &MEP 3,896,000 0 0 2,177,000 0 0 LAND LOAN 1,801,220 0 0 0 107,029 0 0 0 LAND LOAN REPAYMENT (1,801,220 (119,526 (73,944) (317,508 (266,592 (508,688 0 0 23 707 140 126 2,609,4921 859,8121 318 688 841 803 376 TOTAL SOURCES 701,353 0 0 0 476,319 77,797 (115,741) 287,223 Balance of Sources Over Uses 0 0 0 476,3191 554 438 725 598 Cumulative Balance MAXIMUM LOAN AMOUNT BORROWED 1,275,031 0 984,914 865,388 791,444 409,478 191,093 0 0 BEGINNING LAND LOAN BALANCE Loan Drawdown 0 0 0 107 0 0 0 Interest - Accrual only at 10% Quarterly 23,129 20,710 15,012 7,507 2,389 0 0 Interest Payment (23,129) (20,710) (79,469) (66,329) (22,220) 0 0 Loan Principal Paydowns ...,,0. (119, (73,944) (317,508) (266,592) (508,688) 0 0 ENDING LAND LOAN BALANCE 865,388 791,444 409 191 0 0 0 r� .. i NORTII IMPTON STATE HOSPITAL PRO1 Cf S DULEANILCASI Y THE COMMUNITY BUILDERS TOTAL 2008 2009 2010 2011 2012 2013 2014 2015 1 TOTAL USES BUDGET ':w�i'i s. `�S r.�"�P? ,. 4x`d ° x. 34Y' *- a'.9:.s`i ej .. s mro' "- ,4:: . +i'4: n'"ti ti.„ A"0.�'4, ENVIRONMENTAL REMEDIATION J Ll 0 A - Laundry & PowerPlant Bldgs., Office/Light Industrial Sites & 2 home I 825,500 825,500 B- 71 Unit Rental, 75 Unit Assisted,Mixcd Use Commercial, 20 single fami 73,840 73.840 E - 20 Single Family Lots 0 0 C- Memorial Complex: Mixed Use Commercial 447,200 0 0 0 0 0 0 0 0 447,200 D - Single Family lots, 36 unit Rental, Mixed Use Commercial 47,223 47 1,393,763 0 BUILDING DEMOLITION - 0 A - Laundry & PowerPlant Bldgs., Office/Light Industrial Sites & 2 home 1 252,708 252,708 B- 71 Unit Rental, 75 Unit Assisted,Mixed Use Commercial, 20 single fami 414,531 414,531 E - 20 Single Family Lots 0 0 C- Memorial Complex: Mixed Use Commercial 1,992,232 0 0 0 0 0 0 0 0 1,992,232 D - Single Family lots, 36 unit Rental, Mixed Use Commercial 7,537,745 0 0 0 0 0 0 0 0 7,537,745 10,197,216 0 INFRASTRUCTURE COSTS 0 A - Laundry & PowerPlant Bldgs., Office/Light Industrial Sites & 2 home 1 140,000 140,000 B- 71 Unit Rental, 75 Unit Assisted,Mixcd Use Commercial, 20 single fami 329,000 329,000 E- 20 Single Family Lots 450,000 450,000 C - Memorial Complex: Mixed Use Commercial 471,000 471,000 D - Single Family lots, 36 unit Rental, Mixed Use Commercial 1,806,000 1,806,000 0 OFF SITE INFRASTRUCTURE COSTS & storm detention 700,000 0 0 0 0 0 0 0 0 700,000 3,196,000 0 ALL PHASES COST 0 Master Planning 150,000 150,000 Survey/Envimmental Consultant/Site Engineering 250,000 250,000 Historic Consultant 30,000 30,000 Appraisal 20,000 20,000 Market Studies 20,000 20,000 Title Search 20,000 20,000 Lem, 150,000 150,000 Tares & Insurance 250,000 0 0 0 0 0 0 0 0 250,000 Staff and Overhead 900,000 750,000 Marketing, Promotion, Signage 250,000 0 0 0 0 0 0 0 0 250,000 Maintenance and Security 140,000 5,500 4,000 1,000 140,000 Contingency 218,000 17,796 17,796 17,796 4,449 0 0 0 0 218,000 2,398,000 0 PARCEL SPECIFIC DEVELOPMENT COSTS 0 A - Laundry & Po%vcrPlant Bldgs., Office/Light Industrial Sites & 2 home 1 162,988 162,988 B- 71 Unit Rental, 75 Unit Assisted,Mixed Use Commercial, 20 single fami 262,875 262,875 E - 20 Single Family Lots 264,841 264,841 C- Memorial Complex: Mixed Use Commercial 403,197 22,400 22,400 22,400 5,600 403,197 D - Single Family lots, 36 unit Rental, Mixed Use Commercial 866,035 57,736 57,736 173,207 28,868 14,434 866,035 Land purchase cost - DCAM 2,500,000 347,555 61,200 61,200 40,800 71,471 2,500,000 1,959,935 0 FINANCING COSTS 0 Interest 487,111 0 0 438,545 Fees & Closing Costs 28,453 28,453 Deferred Developer FeeUnterest Coverage (30% of Interest) 146,133 146,133 146,133 0 0 0 0 0 0 0 TOTAL LAND DEVELOPMENT COSTS 22,808,044 23,006,610 450,986 163,131 275,603 225,850 85,905 0 0 0 SOURCES 0 LAND SALES A - Laundry & PowerPlant Bldgs., Office/Light Industrial Sites & 2 home 1 710,000 0 0 0 0 180,000 0 0 0 710,000 B- 71 Unit Rental, 75 Unit Assisted,Mixed Use Commercial, 20 single farm 1,933,000 0 0 0 0 0 0 0 0 1,933,000 E- 20 Single Family Lots 1,100,000 0 0 0 0 0 0 0 0 1,100,000 C - Memorial Complex: Mixed Use Commercial 835,000 72,000 120,000 120,000 80,000 0 0 0 0 835,000 D - Single Family lots, 36 unit Rental, Mixed Use Commercial ' 3,642,984 609,480 .0 0 0 0 0 0 0 3,642,984 8,220,984 0 ENVIRONMENTAL REMEDIATION PUBLIC INVESTMENT 1,393,763 1,393,763 BUILDING DEMOLITION PUBLIC INVESTEMENT 10,197,216 10,197,216 EQUITY INFRASTRUCTURE PUBLIC INVESTMENT (on -site & off -site &M 3,896,000 3,896,000 LAND LOAN 1,801,220 0 0 0 0 0 0 0 0 1,801,220 LAND LOAN REPAYMENT (1,801,220 0 0 0 0 0 0 0 0 (1,995,536 23,707,963 681,4801 120 000 120 000 80 000 180 000 0 0 0 23 513.646 TOTAL SOURCES D, 9 3 (14 0 Balance of Sources Over Uses 1 936,UY21 912 960 757 358 611.5081 705,6031 705,6031 705,6031 705,603 Cumulative Balance - MAXIMUM LOAN AMOUNT UORROWE BEGINNING LAND LOAN BALANCE 1.275,031 01 0 0 0 0 0 0 0 0 Loan Drawdown 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Interest- Accrual only at 10% Quarterly 0 0 Interest Payment 0 0 0 0 0 0 0 0 Loan Princi al Pa downs X. 0 0 0 0 0 0 0 0 ENDING LAND LOAN BALANCE 0 0 0 0 0 0 0 0 a o 0 12W o J J Ll !i n I� A o o — 3 d t•1 b > � n c n c ce c n c 2 3 z N 0 0 0 3 c_ N d d 2 A 3 � N O A O ° A O O °O O H ° aF_ 0 0 0 Rio _ N S O O W O W •,�.' m c m Iw m � N � J ° X O O W O w '��'• — N � O N � O So N O O :,vyNx9y r+ �E ° o o O N T s ° I O O O N iLL I O C) 0 I N o D W O CO 2 o A � O C O ,n Z y 0 m z .i D r i 1 f I wj o ? 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