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H4. Res. 6330, West Side TIF Loan, Station Kalispell Development Services 201 1st Avenue East Kalispell, Montana 59901 Phone (406) 758-7940 Report To: Jarod Nygren, City Manager From: Nelson Loring, Community Development Manager Subject: Resolution to authorize City Manager to execute a loan up to $113,700 through the West Side Core Area TIF Assistance and Development Agreement Meeting Date: June 15, 2026 BACKGROUND: Station Kalispell, LLC (MACH 1 Outpost LLC) is requesting TIF assistance through the Shared Utility and the Site Demolition, Cleanup, and Preparation programs. The TIF assistance requested is a loan totaling $113,700. $65,900 of the loan is for the Site Demolition, Cleanup, and Preparation programs and $47,800 for the Shared Utilities Program. The Kalispell Urban Renewal Agency (URA) held a meeting on March 19, 2026 to consider the request. At the meeting staff recommended that the URA adopt staff report KRD-26-01 as findings of fact and recommended to the Kalispell City Council that the TIF request be approved as presented. URA discussion concluded that the funding of projects was appropriate and recommended them to the Council for approval. The development agreement would authorize the City Manager to execute the TIF assistance as a loan up to the requested amount, with loan terms to be determined by the Economic Revolving Loan Fund Committee. FISCAL IMPACTS: The Westside-Core Area District would fund the TIF request as outlined above. RECOMMENDATION: It is recommended that Council adopt Resolution 6330, a Resolution authorizing the City of Kalispell to execute loan up to $113,700 for West Side Core Area TIF Assistance as requested by Station Kalispell, LLC. ATTACHMENTS: Resolution 6330 TIF Application Staff Report KRD 26-01 URA Meeting Summary March 19, 2026 Developer’s Agreement RESOLUTION NO. 6330 A RESOLUTION AUTHORIZING THE KALISPELL URBAN RENEWAL AGENCY AND THE KALISPELL REVOLVING LOAN FUND COMMITTEE TO DETERMINE THE USE OF UP TO $113,700 OF WEST SIDE-CORE AREA TAX INCREMENT FUNDS TO ASSIST THE REDEVELOPMENT OF BLIGHTED PROPERTY AT 40 APPLEWAY DRIVE, KALISPELL, MONTANA. WHEREAS, the Kalispell Urban Renewal Agency (URA) has been discussing the potential expenditure of West Side-Core Area Tax Increment Funds to assist in the redevelopment of blighted property at 40 Appleway Drive, Kalispell, Montana; and WHEREAS, the URA is recommending, based upon the application of Station Kalispell, LLC (MACH 1 Outpost LLC), owner of the subject property, that up to $113,700 of tax increment funds be considered to assist in this redevelopment project; and WHEREAS, the URA has worked with the owner of the subject property to construct a redevelopment agreement within the above described financial parameters that offers grant funding to meet the goals of the urban renewal plan, is otherwise consistent with state tax increment financing law and loan support that meets the criteria of the Kalispell Revolving Loan Fund (RLF) committee; and WHEREAS, the Kalispell City Council finds that the subject property is blighted, is located within the West Side-Core Area Urban Renewal TIF District and is eligible for assistance from the increment funds. NOW THEREFORE BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF KALISPELL, MONTANA, AS FOLLOWS: SECTION 1. The Kalispell Urban Renewal Agency has developed an agreement with the owner of the property at 40 Appleway Drive, Kalispell, Montana for the purpose of removing blight through the redevelopment and rehabilitation of the property and is further authorized to commit the use of up to $113,700 of West Side-Core Area Tax Increment Funds to this purpose. SECTION 2. The City Manager is authorized on behalf of the City to execute the TIF assistance and the redevelopment agreement documents as proposed for this property. PASSED AND APPROVED BY THE CITY COUNCIL AND SIGNED BY THE MAYOR OF THE CITY OF KALISPELL THIS 15TH DAY OF JUNE, 2026. ___________________________________ Ryan Hunter ATTEST: Mayor ________________________________ Aimee Brunckhorst City Clerk 1 City of Kalispell Downtown Urban Renewal District and WestSide/Core Area Urban Renewal District Tax Increment Financing (TIF) Application (Application must be completed in full with all required documents attached) APPLICANT INFORMATION Name of Applicant:________________________________________________________________ Mailing Address:__________________________________________________________________ Phone number:___________________ E-Mail:__________________________________________ PROJECT INFORMATION Business Name: __________________________________________________________________ Business/Project Physical Address:___________________________________________________ _______________________________________________________________________________ Business Insurance Co: ____________________________________________________________ Tax ID #_____________ ___________________________________________________________ Business Type (Corp, LLC, Partnership, etc.): _________________________________________ Date business was formed:__________________________________________________________ Date of property acquisition:_________________________________________________________ Shareholders Name Address % Owned *A current financial statement for each shareholder involved in the project may be required as well as documentation of financial capacity. (This information will be kept confidential, subject to challenge in a court of law.) Description of business (product or service provided, etc.): Annual amount of property taxes: $_________________________________________________ Current on all property taxes: ____Yes ___No If no, explain circumstances:_________________________________________________________ Employment: Number of retained positions: _______ ; Full Time:_____ Part Time:_______ Number of new positions to be created: _______; Full Time:_____ Part Time:_______ Average wage per hour $______ 2 Attachment: Attach an Excel spreadsheet briefly listing and describing the job classifications with the average wage noted by each job classification. Provide a schedule of when the positions are anticipated to be created and filled. Provide a summary of the fringe benefits provided to employees:____________________________ ________________________________________________________________________________ Project Architectural Firm: ________________________________________________________ Contact:_________________________________________________________________________ Address:_________________________________________________________________________ Phone:____________________________ E-mail:________________________________________ Project Contractor:_______________________________________________________________ Address:_________________________________________________________________________ Phone:____________________________ E-mail:________________________________________ Has such contractor or architect ever failed to qualify as a responsible bidder, refused to enter into a contract after an award has been made, or failed to complete a construction or development contract within the last 10 years? No ____ Yes ____ If yes, explain:________________________________ ________________________________________________________________________________ STATEMENT OF QUALIFICATION AND FINANCIAL RESPONSIBILITY Has the applicant or any individual or entity affiliated with the development of this project been adjudged bankrupt, either voluntarily or involuntarily, within the past ten years? No ____ Yes ____ if yes, list date, place, and under what name: ____________________________ ________________________________________________________________________________ Has the applicant or any individual or entity affiliated with the development of this project been indicted for or convicted of any felony within the past 10 years? No ____ Yes ____ if yes, list the date, charge, place, court and action taken for each case: ________________________________________________________________________________ 3 PROJECT EXPENSE WORKSHEET Proposed project description:________________________________________________________ _______________________________________________________________________________ _______________________________________________________________________________ _______________________________________________________________________________ Proposed Construction/Rehabilitation Costs: (If additional room is needed, provide an Excel sheet of expenses) Explanation:______________________________________________ Cost: $_________________ Explanation:______________________________________________ Cost: $_________________ Explanation:______________________________________________ Cost: $_________________ Explanation:______________________________________________ Cost: $_________________ Explanation:______________________________________________ Cost: $_________________ Explanation:______________________________________________ Cost: $_________________ Explanation:______________________________________________ Cost: $_________________ Explanation:______________________________________________ Cost: $_________________ Architectural Design/Supervision: Cost: $_________________ Permitting Fees: Cost: $_________________ Additional Fees:___________________________________________ Cost: $________________ Additional Fees:___________________________________________ Cost: $________________ Total Project Expense: $_________________ Attachment: Attach bids for each proposed project expense Proposed project schedule with start date and completion date:______________________________ ________________________________________________________________________________ ________________________________________________________________________________ ________________________________________________________________________________ 4 PROJECT FINANCING WORKSHEET Project Financial Lending Institution: _______________________________________________ Contact:_________________________________________________________________________ Address:_________________________________________________________________________ Phone:____________________________ E-mail:________________________________________ Total Project Cost: Land and Building if recently purchased (5 years): $_________________ Cash invested in recent improvements (5 years): Explanation:____________________________________________ $_________________ Explanation:____________________________________________ $_________________ Explanation:____________________________________________ $_________________ Explanation:____________________________________________ $_________________ Subtotal: $_________________ Total ‘Project Expense’ from page 3: $_________________ Total Project Cost: $________________ Lender Commitments (Include letters of credit or other documentation.) Lender Loan Amount Interest Term Payment/Period ________________ $____________ ______% _____yrs $___________/Month ________________ $____________ ______% _____yrs $___________/Month 5 TIF FUNDING REQUESTED (Refer to appropriate Urban Renewal Plan– TIF District Policies for more information) Public Impact Categories ______ Shared Utilities Extension ______ Sidewalk Improvement ______ Tree Placement/Replacement Private Investment Categories Loan Programs: _____ Façade Improvement _____ Rehabilitation/Code Compliance Grant Programs: ______ Historic Façade Improvement _____ Site Preparation and Demolition (Additional grant or loan dollars may be available through the Kalispell Brownfields Program) ______ Technical Assistance 6 CERTIFICATION I (we), _____________________________________________________________ (please print), certify that the statements and estimates within this application as well as any and all documentation submitted as attachments to this application under separate cover are true and correct to the best of my (our) knowledge and belief. Name: _______________________________ Name: ______________________________ Signature: ____________________________ Signature: ___________________________ Title: ________________________________ Title: _______________________________ Date: ________________________________ Date: _______________________________ Return to: City of Kalispell Community & Economic Development Department 201 1st Avenue East, Kalispell, MT 59901 406-758-7713 nloring@kalispell.com Required attachments: •Excel spreadsheet briefly listing and describing the job classifications with the average wage noted by each job classification. Provide a schedule of when the positions are anticipated to be created and filled. •Bids for each proposed project expense listed on page 3. •Letters of commitment or documentation from any project lender commitment listed on page 4. Outpost Job Creation Annual Wage if Full Time Wage based on need for Project Property Manager Part Time 74,880.00$ 29,952.00$ Maintenance Part Time 54,000.00$ 9,000.00$ Project - Schedule Of Values 11/26/2025 Site Budget 1 Base Site Package: $521,300 2 Survey & SWPPP Included 3 Demo - Trees, Building, & Import Structural Fill $65,900 4 Excavation/Backfill/Compaction/Grading Included 5 Utilities Included 6 Foundation/Slab Gravels Included 7 Hardscapes Included 8 Storm Water Included 9 Parking Lot- Curb & Gutter, Paving, Striping, Signage Included 10 Trash Enclosure Included 11 Public ROW - Mob/Grading/Earthwork $27,700 12 Public ROW - Hardscapes $20,100 13 Landscaping & Irrigation $150,000 14 Site Work Total $785,000 Building Budget 15 Concrete Foundations & Slabs $265,950 16 Gypcrete $61,875 17 Steel Stairs and Handrailings $47,500 18 Rough Carpentry $840,000 19 Finish Carpentry $175,500 20 Building Insulation $75,000 21 Hardie Siding & Trim $197,500 22 Asphalt Shingle Roofing $59,225 23 Interior Doors & Hardware $132,500 24 Drywall (Hang/Tape/Texture) $244,000 25 Interior & Exterior Painting $180,000 26 Flooring $118,500 27 Restroom Accessories $12,000 28 Fire Ext & Cabinets $4,325 29 Appliances $84,000 30 Fire Sprinkler $75,900 31 Plumbing $325,000 32 HVAC $375,000 33 Electrical $345,000 34 Fire Alarm & Low Voltage $52,500 35 Building Budget $3,671,275 36 37 General Conditions @ 6%$220,277 38 39 Site Work $785,000 40 41 Summary of Above $4,676,552 42 6% Swank Fee $280,593 43 44 Total Swank Budget $4,957,145 $220.32 $/sf $206,548 per unit (24 units) Appleway Apartments - 24 Units (Pre-Lim Budget) ABV ACC AFF ARCH ALUM APPROX BPL BM BLKG BOT BOW CIP CB CLG CT CLR CONC CMU CONST CONT CRS CJ DTL DIA DIM DR DS DWG DF ELECT EL EQ EXH EXIST EJ ABOVE ACCESSIBLE ABOVE FINISHED FLOOR ARCHITECT ALUMINUM APPROXIMATE BEARING PLATE BENCH MARK BLOCKING BOTTOM BOTTOM OF WALL CAST-IN-PLACE CATCH BASIN CEILING CERAMIC TILE CLEAR (ANCE) CONCRETE CONCRETE MASONRY UNIT CONSTRUCTION CONTINUE (OUS) COURSE CONTROL JOINT DETAIL DIAMETER DIMENSION DOOR DOWNSPOUT DRAWING DRINKING FOUNTAIN ELECTRIC (AL) ELEVATION EQUAL EXHAUST EXISTING EXPANSION JOINT EXPANSION EXHAUST FAN ELECTRICAL PANEL ELECTRIC WATER COOLER EXTERIOR FINISHED FLOOR ELEVATION FIREPLACE FLOOR DRAIN FOOTING FOUNDATION FIRE HYDRANT GAGE, GAUGE GALVANIZED GENERAL CONTRACTOR GRAB BAR HARDWARE HEAT / VENTILATION /AIR COND. HEIGHT HANDICAP HOLLOW METAL HORIZONTAL HOSE BIBB INCLUDE INSIDE DIAMETER INSULATION INTERIOR INVERT JOIST LAMINATE LAVATORY LEFT HAND LIGHT MATERIAL MANHOLE MANUFACTURE EXP EF ELEC PNL EWC EXT FFE FPL FD FTG FND FH GA GALV GC GB HDW HVAC HT HC HM HOR HB INCL ID INSUL INT INV JST LAM LAV LH LT MAT MH MFR MAS MO MTL MISC NIC NTS NO OC OPNG OPP OPH OD OH OHD PAR PART PVMT P LAM PL PT PVC PSF PSI PC PL PP QT R RA RD REF RF RH ROW RM MASONRY MASONRY OPENING METAL MISCELLANEOUS NOT IN CONTRACT NOT TO SCALE NUMBER ON CENTER OPENING OPPOSITE OPPOSITE HAND OUTSIDE DIAMETER OVERHEAD OVERHEAD DOOR PARALLEL PARTITION PAVEMENT PLASTIC LAMINATE PLATE PRESSURE TREATED POLYVINYL CHLORIDE POUNDS PER SQUARE FOOT POUNDS PER SQUARE INCH PRECAST PROPERTY LINE POWER POLE QUARRY TILE RADIUS RETURN AIR ROOF DRAIN REFERENCE ROCK FACE RIGHT HAND RIGHT OF WAY ROOM RO R&S SHTG SHR SIM SC SPEC SQ S STL SD STRUCT SYM THK TOC TOS TOW T TYP TOF UNF UR UNO VERT VTR WD WC WH WP WR WWF W YH YD YI ROUGH OPENING ROD AND SHELF SHEATHING SHOWER SIMILAR SOLID CORE SPECIFICATIONS SQUARE STAINLESS STEEL STORM DRAIN STRUCTURAL SYMMETRY (ICAL) THICKNESS TOP OF CONCRETE TOP OF SLAB TOP OF WALL TREAD TYPICAL TOP OF FOOTING UNFINISHED URINAL UNLESS NOTED OTHERWISE VERTICAL VENT THRU ROOF WOOD WATER CLOSET WATER HEATER WATERPROOFING WATER RESISTANT WELDED WIRE FABRIC WIDTH, WIDE YARD HYDRANT YARD DRAIN YARD INLET MONTANA AFFORDABLE ARCHITECTURAL REVIEW COMMITTEE SUBMITTAL ABBREVIATIONS PROJECT TEAM DEVELOPER TE MILLER DEVELOPMENT, LLC 300 Prairie Center Dr. Suite 245 Eden Prairie, MN 55345 Rob Miller rmiller@temiller.com 612.868.7501 Alex Timm atimm@temiller.com 612.655.7761 ARCHITECT TUSHIE MONTGOMERY ARCHITECTS 7645 Lyndale Avenue South Suite 100 Richfield, MN 55423 Evan Jacobsen, Architect evanj@tmiarchitects.com 612.861.9636 CIVIL & LANDSCAPE INTERIOR DESIGNER TUSHIE MONTGOMERY ARCHITECTS 7645 Lyndale Avenue South Suite 100 Richfield, MN 55423 Sophia Levin, Interior Designer sophial@tmiarchitects.com 612.861.9636 PROJECT INFO SITE LOCATION SITE PARKING AUTOMOBILE PARKING STANDARD COMPACT ADA ACCESSIBLE TOTAL PARKING PROVIDED BICYCLE PARKING EXTERIOR PARKING INTERIOR PARKING TOTAL PARKING PROVIDED 40 APPLEWAY LANE KALISPELL, MT 59901 PERVIOUS/IMPERVIOUS AREA TOTAL SITE AREA TOTAL BLDG FOOTPRINT TOTAL NON-BUILDING SITE AREA TOTAL IMPERVIOUS AREA TOTAL IMPERIOUS NON-BLDG AREA TOTAL PERVIOUS TOTAL LANDSCAPE AREA 29 STALLS 00 STALLS 01 STALLS 30 STALLS XX SPACES XX SPACES XX SPACES BUILDING AREA 7,441 SF 7,207 SF 7,207 SF 21,855 SF 1ST FLOOR 2ND FLOOR 3RD FLOOR TOTAL GROSS BUILDING AREA UNIT MIX 1 BED A 2 BED A TOTAL 50 % 50 % 100 % 12 12 24 *TA = TYPE A UNITS WU = WALK UP UNITS **MN CODE REQUIRES 2% OF TOTAL UNITS ARE TYPE A. TYPE A UNITS XX BED TYPE A XX BED TYPE A ROOM #XXX ROOM #XXX X,XXX SF X,XXX SF X,XXX SF X,XXX SF X,XXX SF X,XXX SF X,XXX SF ALL NECESSARY AND/OR REQUIRED TESTS, INSPECTIONS SHOP DRAWING REVIEWS AND DRAWING INTERPRETATIONS, REQUIRED BY THE GENERAL CONDITIONS, SHALL BE EXECUTED BY A REGISTERED ARCHITECT AND/OR BY A REGISTERED ENGINEER; IF NOT, THE ARCHITECT OF RECORD AND/ OR THE ENGINEER OF RECORD SHALL BE HELD HARMLESS FOR THAT PORTION OF THE WORK IMPROPERLY EXECUTED. THE INSPECTION ARCHITECT AND/OR ENGINEER SHALL BECOME RESPONSIBLE FOR THOSE INSPECTIONS, DECISIONS AND/OR DOCUMENT INTERPRETATIONS MADE AS THEY RELATE TO THE CONTRACT DOCUMENTS AND THEIR INTENT. DIMENSIONS GIVEN FOR MASONRY ON ARCHITECTURAL DRAWINGS, ARE NOMINAL UNLESS OTHERWISE NOTED. SCALED MEASUREMENTS OF DRAWINGS SHALL NOT BE ALLOWED. DIMENSION FOR STUD WALLS ARE TO FACE OF STUD AND DIMENSIONS FOR MASONRY WALLS ARE TO FACE OF BLOCK UNLESS STATED OTHERWISE. ALL CONSTRUCTION SHALL MEET ALL APPLICABLE CODES AND MOST STRINGENT SHALL APPLY. GENERAL NOTES TD&H ENGINEERING 450 Corporate Drive, Suite 101 Kalispell, MT 59901 Douglas Peppmeier, PE doug.peppmeier@tdhengineering.com 406.751.5246 DRAWING INDEX X SHEET TITLE XX SHEET TITLE CIVIL ARCHITECTURAL LANDSCAPE X.X SHEET TITLE X.XX SHEET TITLE AMENITY SPACE PER FLOOR 0 SF 0 SF 0 SF 0 SF 1ST FLOOR 2ND FLOOR 3RD FLOOR TOTAL AMENITY AREA UNITS PER FLOOR 1ST FLOOR 2ND FLOOR 3RD FLOOR 8 UNITS 8 UNITS 8 UNITS ACCESSIBLE UNITS Prepared For Issuance Architectural Review Committee ... ... ...NOT FOR CONSTRUCTIONxx.xx.2025 ... ... ... Tushie Montgomery Architects 7645 Lyndale Ave S Suite 100 Richfield, MN 55423 Phase Revisions Project 2023 Tushie Montgomery & Associates, P.C.© T AM Mo n t a n a A f f o r d a b l e 40 A p p l e w a y L a n e Ka l i s p e l l , M T 5 9 9 0 1 Schematic Design -CS COVER SHEET 225094A UNIT AREA 1 BED A 2 BED A GROSS 736 SF 993 SF NET 704 SF 955 SF -CS COVER SHEET AR01 SITE PLAN AR02 1ST & 2ND FLOOR PLANS AR03 3RD FLOOR & ROOF PLAN AR04 UNIT PLANS AR05 EXTERIOR ELEVATIONS AR06 3D VIEWS AR07 SIGNAGE AR08 CONTEXT PHOTOS AR9 SECTIONS QUALITY INN BIG SKY | 2 STORY PLAYGROUND GRILL PATIO 2 STORY MULTI-FAMILY 30 Surface Parking Stalls TRASH BUILDING SETBACK BU I L D I N G S E T B A C K BUILDING SETBACK APPL EWAY DR 2 STORY MULTI-FAMILY 2 STORY MULTI-FAMILY 2 STORY MULTI-FAMILY 2 STORY MULTI-FAMILY 2 STORY MULTI-FAMILY BU I L D I N G S E T B A C K PROPERTY LINE 5' - 0" 10 ' - 0 " 5' - 0" 15' - 0" 3 STORY MULTI-FAMILY 24 UNITS | 30 PARKING 21,855 SF APPLEWAY STORAGE AP P L E W A Y S T O R A G E 1614 PR O P E R T Y L I N E EX I S T I N G P R O P E R T Y S E P A R A T I O N PR O P E R T Y L I N E PROPERTY LINE 20' - 0"26' - 0"20' - 0" SINGLE FAMILY DR A I N A G E S W A L E ADA ACCESS/ TURN AROUND EXISTING TREES 46' - 6"25' - 9 77/128" 30 ' - 0 " 67' - 4" 48 ' - 3 8 1 / 2 5 6 " 23 ' - 1 1 1 9 / 3 2 " DI S T A N C E F R O M E N D O F P A R K I N G L O T T O P R O P E R T Y L I N E 15 0 ' DI S T N A C E F R O M E N D O F P A R K I N G L O T T O E D G E O F R O A D W A Y 16 5 ' 12' - 0" 12 ' - 0 " TRANSFORMER SCALE 1/16" = 1'-0"1 SITE PLAN Prepared For Issuance Architectural Review Committee ... ... ...NOT FOR CONSTRUCTIONxx.xx.2025 ... ... ... Tushie Montgomery Architects 7645 Lyndale Ave S Suite 100 Richfield, MN 55423 Phase Revisions Project 2023 Tushie Montgomery & Associates, P.C.© T AM Mo n t a n a A f f o r d a b l e 40 A p p l e w a y L a n e Ka l i s p e l l , M T 5 9 9 0 1 Schematic Design AR01 SITE PLAN 225094A 1 REVISION 1 xx/xx/xxxx PEDESTAL MOUNTED MAILBOXES - BLACK . .. .. .. ... .. .. .. 955 SF 2 BED A 955 SF 2 BED A 955 SF 2 BED A 955 SF 2 BED A 3 AR9 1 AR9 108 SF Office 108 SF MAINT. 704 SF 1 BED A 704 SF 1 BED A 704 SF 1 BED A 704 SF 1 BED A 704 SF 1 BED A 955 SF 2 BED A 704 SF 1 BED A 704 SF 1 BED A 955 SF 2 BED A 3 AR9 1 AR9 11 ' - 6 " 26 ' - 1 1 " 3' - 0" 2' - 0" 704 SF 1 BED A 955 SF 2 BED A 955 SF 2 BED A OFFICE BELOW MAINTENANCE BELOW GENERAL PLAN NOTES 1. REFER TO MEP DRAWINGS AND SPEC FOR MEP INFO 2. REFER TO INTERIOR DESIGN PACKAGE FOR COMMON SPACE FFE, DESIGN ELEMENTS AND SPECIFICATIONS. 3. INTERIOR WALLS NOT TAGGED SHALL BE TYPE S1. 4. INTERIOR WALLS NOT TAGGED SHALL BE TYPE W1. 5. UNIT DEMISING WALLS NOT TAGGED SHALL BE TYPE S11 1HR W/ ACOUSTICAL INSULATION. 6. UNIT DEMISING WALL DIMENSIONING IS TO CENTER OF S11 WALLS. ALL OTHER DIMENSIONS TO FACE OF STUD OR TO NEAREST GRID. 7. CORRIDOR WALLS NOT TAGGED SHALL BE TYPE S6 1HR W/ ACOUSTICAL INSULATION. 8. SEE A9 SERIES FOR SLAB EDGE DIMENSIONS, RAMP SLOPES AND ELEVATION CHANGES 9. REFER TO INTERIOR DESIGN PACKAGE FOR COMMON SPACE FFE, DESIGN ELEMENTS AND SPECIFICATIONS. 10. GRID SUPPORTED SUSPENDED GYPSUM BOARD CEILING AT COMMON AREAS -TYPICAL. FOR FINAL CEILING DESIGN , REFER TO INTERIORS PACKAGE. 11. BULKHEAD AND RAISED CEILING IS TYPICAL AT ELEVATOR LOBBY AT CORRIDOR CONNECTIONS. FOR FINAL DESIGN, REFER TO INTERIORS PACKAGE. 12. PROVIDE GYPSUM BOARD SOFFITS AT MECHANICAL DUCT LOCATIONS. COORDINATE LOCATIONS WITH MECHANICAL. 13. PROVIDE VAPOR BARRIER BELOW SLAB ON GRADE CONDITIONS AT ALL LOCATIONS, EXCEPT PARKING AREAS. 14. COORDINATE STANDPIPE LOCATIONS WITH FIRE PROTECTION DESIGN / BUILD DRAWINGS. 15. DOORS THAT SWING AGAINST A WALL OR OTHER OBJECTS AND ARE NOT DIMENSIONED ARE TO HAVE A R.O. THAT STARTS 4" FROM THE WALL OR OBJECT. 16. SLOPE ROOF 1/4 PER FT. MINIMUM. 17. PROVIDE WALL MOUNTED BIKE RACKS LOCATED BETWEEN EACH PARKING SPACE. 18. ALL PIPING THAT EXTENDS TO THE FLOOR AT THE BACK OF PARKING STALL OR EXPOSED TO THE DRIVE LANE SHALL BE PROTECTED BY A STEEL SAFETY GUARD. 19. PARKING STRIPES SHALL BE 4" WIDE PAVEMENT PAINT. 20. PAINT 6" HIGH PARKING STALL NUMBERS AT EACH STALL. THREE DIGITS PER PARKING SPACE. **THIS LIST USES BULLET POINTS AND AUTOMATICALLY ADJUSTS THE NUMBERING. DELETE THE ONES THAT DON'T APPLY TO YOUR PROJECT, THEN DELETE THIS NOTE** Prepared For Issuance Architectural Review Committee ... ... ...NOT FOR CONSTRUCTIONxx.xx.2025 ... ... ... Tushie Montgomery Architects 7645 Lyndale Ave S Suite 100 Richfield, MN 55423 Phase Revisions Project 2023 Tushie Montgomery & Associates, P.C.© T AM Mo n t a n a A f f o r d a b l e 40 A p p l e w a y L a n e Ka l i s p e l l , M T 5 9 9 0 1 Schematic Design AR02 1ST & 2ND FLOOR PLANS 225094A SCALE 1/8" = 1'-0"1 LEVEL 1 SCALE 1/8" = 1'-0"2 LEVEL 2 .. .. .. .. 3 AR9 1 AR9 52' - 2" 13 ' - 0 " 12 5 ' - 9 3 3 / 1 2 8 " 13 ' - 0 " 15 1 ' - 9 3 3 / 1 2 8 " 6" / 12"6" / 12" 6" / 12"6" / 12" 3" / 1 2 " 3" / 1 2 " 3" / 1 2 " 3" / 1 2 " CO N T I N U O U S R I D G E V E N T 955 SF 2 BED A 3 AR9 1 AR9 704 SF 1 BED A 704 SF 1 BED A 704 SF 1 BED A 955 SF 2 BED A 955 SF 2 BED A 704 SF 1 BED A 955 SF 2 BED A 955 SF 2 BED A 38 ' - 5 " 7' - 1 1 3 3 / 2 5 6 " 28 ' - 0 1 / 2 " 28 ' - 0 1 / 2 " 7' - 1 1 3 3 / 2 5 6 " 38 ' - 4 7 / 1 6 " 26' - 0 7/8"25' - 11 15/16" 14 8 ' - 8 9 7 / 1 2 8 " GENERAL PLAN NOTES 1. REFER TO MEP DRAWINGS AND SPEC FOR MEP INFO 2. REFER TO INTERIOR DESIGN PACKAGE FOR COMMON SPACE FFE, DESIGN ELEMENTS AND SPECIFICATIONS. 3. INTERIOR WALLS NOT TAGGED SHALL BE TYPE S1. 4. INTERIOR WALLS NOT TAGGED SHALL BE TYPE W1. 5. UNIT DEMISING WALLS NOT TAGGED SHALL BE TYPE S11 1HR W/ ACOUSTICAL INSULATION. 6. UNIT DEMISING WALL DIMENSIONING IS TO CENTER OF S11 WALLS. ALL OTHER DIMENSIONS TO FACE OF STUD OR TO NEAREST GRID. 7. CORRIDOR WALLS NOT TAGGED SHALL BE TYPE S6 1HR W/ ACOUSTICAL INSULATION. 8. SEE A9 SERIES FOR SLAB EDGE DIMENSIONS, RAMP SLOPES AND ELEVATION CHANGES 9. REFER TO INTERIOR DESIGN PACKAGE FOR COMMON SPACE FFE, DESIGN ELEMENTS AND SPECIFICATIONS. 10. GRID SUPPORTED SUSPENDED GYPSUM BOARD CEILING AT COMMON AREAS -TYPICAL. FOR FINAL CEILING DESIGN , REFER TO INTERIORS PACKAGE. 11. BULKHEAD AND RAISED CEILING IS TYPICAL AT ELEVATOR LOBBY AT CORRIDOR CONNECTIONS. FOR FINAL DESIGN, REFER TO INTERIORS PACKAGE. 12. PROVIDE GYPSUM BOARD SOFFITS AT MECHANICAL DUCT LOCATIONS. COORDINATE LOCATIONS WITH MECHANICAL. 13. PROVIDE VAPOR BARRIER BELOW SLAB ON GRADE CONDITIONS AT ALL LOCATIONS, EXCEPT PARKING AREAS. 14. COORDINATE STANDPIPE LOCATIONS WITH FIRE PROTECTION DESIGN / BUILD DRAWINGS. 15. DOORS THAT SWING AGAINST A WALL OR OTHER OBJECTS AND ARE NOT DIMENSIONED ARE TO HAVE A R.O. THAT STARTS 4" FROM THE WALL OR OBJECT. 16. SLOPE ROOF 1/4 PER FT. MINIMUM. 17. PROVIDE WALL MOUNTED BIKE RACKS LOCATED BETWEEN EACH PARKING SPACE. 18. ALL PIPING THAT EXTENDS TO THE FLOOR AT THE BACK OF PARKING STALL OR EXPOSED TO THE DRIVE LANE SHALL BE PROTECTED BY A STEEL SAFETY GUARD. 19. PARKING STRIPES SHALL BE 4" WIDE PAVEMENT PAINT. 20. PAINT 6" HIGH PARKING STALL NUMBERS AT EACH STALL. THREE DIGITS PER PARKING SPACE. **THIS LIST USES BULLET POINTS AND AUTOMATICALLY ADJUSTS THE NUMBERING. DELETE THE ONES THAT DON'T APPLY TO YOUR PROJECT, THEN DELETE THIS NOTE** Prepared For Issuance Architectural Review Committee ... ... ...NOT FOR CONSTRUCTIONxx.xx.2025 ... ... ... Tushie Montgomery Architects 7645 Lyndale Ave S Suite 100 Richfield, MN 55423 Phase Revisions Project 2023 Tushie Montgomery & Associates, P.C.© T AM Mo n t a n a A f f o r d a b l e 40 A p p l e w a y L a n e Ka l i s p e l l , M T 5 9 9 0 1 Schematic Design AR03 3RD FLOOR & ROOF PLAN 225094A SCALE 1/8" = 1'-0"1 LEVEL 3 SCALE 1/8" = 1'-0"2 ROOF PLAN . . 1. DIMENSIONS ARE FACE OF STUD 2. ALL UNIT WALLS ARE WALL TYPE W1 OR S1 (UNO) 3. DIMENSIONS NOTED AS "CLEAR" SHALL INDICATE THE FINISHED DIMENSION REQUIRED FROM FACE TO FACE OF G.W.B. 4. UNIT RCP'S: DIMENSIONS NOTED ARE TO FACE OF GYP. 5. SEE A2 SERIES OF DRAWINGS FOR WALL TYPES AND FLOOR/CEILING ASSEMBLIES 6. REFER TO OVERALL FLOOR PLANS AND ENLARGED PLANS FOR CORRIDOR, DEMISING AND SHAFT WALL TAGS AND DIMENSIONS 7. ALL UNITS ARE TYPE B, (UNO) 8. ALL TYPE A UNITS TO COMPLY WITH 2020 MNSBC 1341.1003, A117.1 SECTION 1003 TYPE A UNITS 9. ALL TYPE B UNITS TO COMPLY WITH 2020 MNSBC 1341.1004, A117.1 SECTION 1004 TYPE B UNITS 10. INSTALL CENTER OF OUTLETS @ 18" A.F.F, CENTER OF LIGHT SWITCHES @46" A.F.F, TOP OF THERMOSTAT CONTROLS @ 48" A.F.F MAX., AND TOP OF ELECTRICAL PANELS @48" A.F.F. MAX. 11. INSTALL CENTER OF ABOVE COUNTER OUTLETS & SWITCHES @44"A.F.F. 12. PROVIDE BLOCKING AT ALL GRAB BAR LOCATIONS; INCLUDING TOILETS, TUBS AND SHOWERS. SEE ___ 13. INSTALL TOWEL BAR ABOVE TOILETS @ 5'-0" A.F.F. (UNO) 14. INSTALL ROBE HOOKS @ 5'-0" AFF (UNO) 15. INSTALL ACOUSTICAL PUTTY PADS AT ALL ELECTRICAL BOXES IN PARTY AND CORRIDOR WALLS ; ELECTRICAL BOXES TO BE SEALED TO G.W.B. WITH ACOUSTICAL SEALANT 16. INSTALL FULL DEPTH ACOUSTICAL INSULATION IN WALLS ENCLOSING BATHROOMS, MAGIC PAKS, AND WASHER/DRYER CLOSETS 17. IF DRYER DUCT VENT LENGTH EXCEEDS THE MAXIMUM ALLOWED LENGTH "A" POWER BOOSTER FAN WILL BE REQUIRED 18. USE PAPERLESS GYP. AT INTERIOR OF MAGIC PACK CLOSETS 19. FIRE RATED PLUMBING ENCLOSURE (BARRI-BOX) TO BE PROVIDED BY PLUMBING CONTRACTOR AT ALL TUB/SHOWER CONTROLS LOCATED IN FIRE RATED WALLS. SEE PLUMBING DRAWINGS FOR FURTHER CLARIFICATION. 20. SEE PROJECT SPECIFICATION FOR INFORMATION ON WASHERS AND DRYERS (W/D) 21. SEE A0.01 'THROUGH PENETRATIONS'IN THE CODE REQUIREMENTS CHART FOR INFORMATION ON VENTING THROUGH TRUSS SPACE. 22. CAULK WINDOW SILLS THROUGHOUT. 23. CAULK TUB SURROUNDS. 24. ALL PENETRATIONS IN PARTY AND CORRIDOR WALLS AND FLOOR/ CEILING SHALL BE FIRE CAULKED. UNIT GENERAL NOTES -BUTLER'S PANTRY -ISLAND -KITCHEN -TOWEL BAR -LINEN -VANITY -ROBE HOOK -TOILET PAPER HOLDER -COUNTERTOP -ROD & SHELF(S) -SHELVING -BROOM CLOSET BP I# K# TB L# V# RH TP CT-" #R&SH-" #SH-" BC SEE A8.0 FOR ALL TYPICAL UNIT CASEWORK DETAILS APPLIANCE PACKAGE #1 -REFRIG.: CWE23SP2MS1(CAFE) -RANGE: CGS700P2MS1 (CAFE) -MW: CEB515P2NSS + TRIM (CAFE) -DW: CDT845P2NS1(CAFE) -HOOD: WVW73UC0LS (WHIRLPOOL) -BEV. FRIDGE: GVS04BQNSS (GE) APPLIANCE PACKAGE #1A -REFRIG.: CWE23SP2MS1(CAFE) -RANGE: CGS700P2MS1 (CAFE) -MW: CEB515P2NSS + TRIM (CAFE) -DW: CDT845P2NS1(CAFE) -HOOD: WVW73UC0LS (WHIRLPOOL) APPLIANCE PACKAGE #2 -REFRIG.: ZIC360+ZKFN (GE MONOGRAM) -RANGE: GR366 (WOLF) -MW: CEB515P2NSS + TRIM (CAFE) -DW: CDT845P2NS1(CAFE) -HOOD: AK9134BS (ZEPHYR) -BEV. FRIDGE: GVS04BQNSS (GE) -GRILL: TBD, PROVIDE GAS CONNECT. AP-1 AP-1A AP-2 UNIT TAG LEGEND LIGHTING LEGEND L-1: FLUSH LED PUCK LIGHT -AFX LIGHTING, EDGE ROUND LED, 6" ROUND, EGRF06LAJD1WH, WHITE, 3000K L-2: WALL MOUNTED BATH BAR; CENTER OVER CASEWORK -SATCO, BEND LED MEDIUM VANITY, 62-1322, BRUSHED SATIN NICKEL, 25" W, 3000K L-3: CEILING MOUNT SEMI-FLUSH -KUZCO LIGHTING, BRISBANE FM556016, AGED GOLD/FROSTED GLASS, 16" DIAMETER X 4-1/8" H, 3000K L-4: WALL MOUNTED SCONCE -SATCO, BEND LED LARGE VANITY, 62-1323, BRUSHED SATIN NICKEL, 36" L, 3000K L-5: KITCHEN ISLAND PENDANT -KUZCO LIGHTING, HARPER PD507216, AGED GOLD/OPAL MATTE GLASS, 3000K L-6: WALL MOUNTED SCONCE -DAINOLITE, DAY 232W-MB, MATTE BLACK/OPAL MATTE GLASS, 3000K L-7: CEILING MOUNTED FAN/LIGHT -MODERN FORMS, AXIS FR- W1803-52L-MW-MW, MATTE WHITE 52" 3 BLADE SMART LED CEILING FAN WITH WALL CONTROL CONCEALED COVE UPLIGHTING L1 L7 L2 L3 L4 L5 L6 **SEE A7.0 FOR LIGHTING FIXTURE SPECIFICATIONS K# KITCHEN - SEE A8.00 - A8.03 V# VANITY - SEE A8.04 (#)SH WIRE SHELVING - SEE A8.05 *SEE A8.05 FOR TYPICAL UNIT DETAILS UNIT LEGEND 955 SF 2 BED A 955 SF 2 BED A 704 SF 1 BED A GENERAL PLAN NOTES 1. REFER TO MEP DRAWINGS AND SPEC FOR MEP INFO 2. REFER TO INTERIOR DESIGN PACKAGE FOR COMMON SPACE FFE, DESIGN ELEMENTS AND SPECIFICATIONS. 3. INTERIOR WALLS NOT TAGGED SHALL BE TYPE S1. 4. INTERIOR WALLS NOT TAGGED SHALL BE TYPE W1. 5. UNIT DEMISING WALLS NOT TAGGED SHALL BE TYPE S11 1HR W/ ACOUSTICAL INSULATION. 6. UNIT DEMISING WALL DIMENSIONING IS TO CENTER OF S11 WALLS. ALL OTHER DIMENSIONS TO FACE OF STUD OR TO NEAREST GRID. 7. CORRIDOR WALLS NOT TAGGED SHALL BE TYPE S6 1HR W/ ACOUSTICAL INSULATION. 8. SEE A9 SERIES FOR SLAB EDGE DIMENSIONS, RAMP SLOPES AND ELEVATION CHANGES 9. REFER TO INTERIOR DESIGN PACKAGE FOR COMMON SPACE FFE, DESIGN ELEMENTS AND SPECIFICATIONS. 10. GRID SUPPORTED SUSPENDED GYPSUM BOARD CEILING AT COMMON AREAS -TYPICAL. FOR FINAL CEILING DESIGN , REFER TO INTERIORS PACKAGE. 11. BULKHEAD AND RAISED CEILING IS TYPICAL AT ELEVATOR LOBBY AT CORRIDOR CONNECTIONS. FOR FINAL DESIGN, REFER TO INTERIORS PACKAGE. 12. PROVIDE GYPSUM BOARD SOFFITS AT MECHANICAL DUCT LOCATIONS. COORDINATE LOCATIONS WITH MECHANICAL. 13. PROVIDE VAPOR BARRIER BELOW SLAB ON GRADE CONDITIONS AT ALL LOCATIONS, EXCEPT PARKING AREAS. 14. COORDINATE STANDPIPE LOCATIONS WITH FIRE PROTECTION DESIGN / BUILD DRAWINGS. 15. DOORS THAT SWING AGAINST A WALL OR OTHER OBJECTS AND ARE NOT DIMENSIONED ARE TO HAVE A R.O. THAT STARTS 4" FROM THE WALL OR OBJECT. 16. SLOPE ROOF 1/4 PER FT. MINIMUM. 17. PROVIDE WALL MOUNTED BIKE RACKS LOCATED BETWEEN EACH PARKING SPACE. 18. ALL PIPING THAT EXTENDS TO THE FLOOR AT THE BACK OF PARKING STALL OR EXPOSED TO THE DRIVE LANE SHALL BE PROTECTED BY A STEEL SAFETY GUARD. 19. PARKING STRIPES SHALL BE 4" WIDE PAVEMENT PAINT. 20. PAINT 6" HIGH PARKING STALL NUMBERS AT EACH STALL. THREE DIGITS PER PARKING SPACE. **THIS LIST USES BULLET POINTS AND AUTOMATICALLY ADJUSTS THE NUMBERING. DELETE THE ONES THAT DON'T APPLY TO YOUR PROJECT, THEN DELETE THIS NOTE** Prepared For Issuance Architectural Review Committee ... ... ...NOT FOR CONSTRUCTIONxx.xx.2025 ... ... ... Tushie Montgomery Architects 7645 Lyndale Ave S Suite 100 Richfield, MN 55423 Phase Revisions Project 2023 Tushie Montgomery & Associates, P.C.© T AM Mo n t a n a A f f o r d a b l e 40 A p p l e w a y L a n e Ka l i s p e l l , M T 5 9 9 0 1 Schematic Design AR04 UNIT PLANS 225094A SCALE 1/4" = 1'-0"2 2 Bed A SCALE 1/4" = 1'-0"1 1 Bed A GALVANIZED STAIR AND RAILING: MANUFACTURER: TBD FINISH: GALVANIZED ASPHALT SHINGLES: MANUFACTURER: TBD TYPE: TBD COLOR: TBD NICKEL GAP SIDING 2: MANUFACTURER: LP SMARTSIDE TYPE: NICKEL GAP SIDING -CEDAR TEXTURE COLOR: TERRA BROWN PANEL SIDING: MANUFACTURER: LP SMARTSIDE TYPE: CEDAR TEXTURE NO-GROOVE PANEL SIDING COLOR: ABYSS BLACK NICKEL GAP SIDING 1: MANUFACTURER: LP SMARTSIDE TYPE: NICKEL GAP SIDING -CEDAR TEXTURE COLOR: ABYSS BLACK EXTERIOR FINISH SCHEDULE COMPOSITE WINDOWS: MANUFACTURER: ANDERSEN OR SIMILAR TYPE: 100 SERIES OR SIMILAR FINISH: WHITE GLASS TYPE: TBD ARCHITECTURAL PTAC LOUVER: MANUFACTURER: TBD FINISH: PAINT TO MATCH SURROUNDING ALUMINUM BALCONY: MANUFACTURER: SUPERIOR OR SIMILAR FINISH: DARK BRONZE GLIDING PATIO DOORS: MANUFACTURER: ANDERSEN OR SIMILAR TYPE: 100 SERIES OR SIMILAR FINISH: WHITE GLASS TYPE: TBD 01 02 03 04 05 06 07 08 09 10 CAST IN PLACE FOUNDATION WALL MANUFACTURER: TBD FINISH: TBD LEVEL 1 100' -0" ROOF 130' -4" LEVEL 2 110' -8" LEVEL 3 121' -4" 01 03090203 LEVEL 1 100' -0" ROOF 130' -4" LEVEL 2 110' -8" LEVEL 3 121' -4" 020908080102010405071006 LEVEL 1 100' -0" ROOF 130' -4" LEVEL 2 110' -8" LEVEL 3 121' -4" 02 09 0204 01 0809 02 06 04 05 01 0209 03 LEVEL 1 100' -0" ROOF 130' -4" LEVEL 2 110' -8" LEVEL 3 121' -4" 010303 02 0407 Prepared For Issuance Architectural Review Committee ... ... ...NOT FOR CONSTRUCTIONxx.xx.2025 ... ... ... Tushie Montgomery Architects 7645 Lyndale Ave S Suite 100 Richfield, MN 55423 Phase Revisions Project 2023 Tushie Montgomery & Associates, P.C.© T AM Mo n t a n a A f f o r d a b l e 40 A p p l e w a y L a n e Ka l i s p e l l , M T 5 9 9 0 1 Schematic Design AR05 EXTERIOR ELEVATIONS 225094A SCALE 1/8" = 1'-0"3 SOUTH ELEVATION SCALE 1/8" = 1'-0"1 EAST ELEVATION SCALE 1/8" = 1'-0"2 WEST ELEVATION SCALE 1/8" = 1'-0"4 NORTH ELEVATION SCALE 1/4" = 1'-0"5 TRASH ENCLOSURE EAST ELEVATION SCALE 1/4" = 1'-0"6 TRASH ENCLOSURE NORTH ELEVATION SCALE 1/4" = 1'-0"7 TRASH ENCLOSURE WEST ELEVATION SCALE 1/4" = 1'-0"8 TRASH ENCLOSURE SOUTH ELEVATION Prepared For Issuance Architectural Review Committee ... ... ...NOT FOR CONSTRUCTIONxx.xx.2025 ... ... ... Tushie Montgomery Architects 7645 Lyndale Ave S Suite 100 Richfield, MN 55423 Phase Revisions Project 2023 Tushie Montgomery & Associates, P.C.© T AM Mo n t a n a A f f o r d a b l e 40 A p p l e w a y L a n e Ka l i s p e l l , M T 5 9 9 0 1 Schematic Design AR06 3D VIEWS 225094A 1 REVISION 1 xx/xx/xxxx SCALE33D View - SW SCALE43D View - NW SCALE13D VIEW SE SCALE23D VIEW NE 1' - 0 " 2' - 6" 2' - 6" 1' - 0 " 4' - 4 " 8" 2' - 0"2' - 0" 3' - 1 0 " 8" TMA GC TEXT CONCRETE FOOTING SEE CIVIL FOR GRADING 1' - 6" 1' - 6 " 1' - 4 3/4" 4' - 4 " SEE CIVIL FOR GRADING CONCRETE FOOTING 2' - 0 " 4' - 4" Prepared For Issuance Architectural Review Committee ... ... ...NOT FOR CONSTRUCTIONxx.xx.2025 ... ... ... Tushie Montgomery Architects 7645 Lyndale Ave S Suite 100 Richfield, MN 55423 Phase Revisions Project 2023 Tushie Montgomery & Associates, P.C.© T AM Mo n t a n a A f f o r d a b l e 40 A p p l e w a y L a n e Ka l i s p e l l , M T 5 9 9 0 1 Schematic Design AR07 SIGNAGE 225094A 1 REVISION 1 xx/xx/xxxx SCALE 1 1/2" = 1'-0"5 ENTRY SIGNAGE B SCALE 1 1/2" = 1'-0"4 ENTRY SIGNAGE A SCALE 1 1/2" = 1'-0"2 MONUMENT SIGN ELEVATION A SCALE 1 1/2" = 1'-0"3 MONUMENT SIGN ELEVATION B SCALE 1 1/2" = 1'-0"1 MONUMENT SIGN PLAN SIGNAGE AREAS MONUMENT SIGN ELEVATION A MONUMENT SIGN ELEVATION B TOTAL ELEVATION SIGN A ELEVATION SIGN B 6 SQ FT 6 SQ FT 3 SQ FT 3 SQ FT 18 SQ FT Prepared For Issuance Architectural Review Committee ... ... ...NOT FOR CONSTRUCTIONxx.xx.2025 ... ... ... Tushie Montgomery Architects 7645 Lyndale Ave S Suite 100 Richfield, MN 55423 Phase Revisions Project 2023 Tushie Montgomery & Associates, P.C.© T AM Mo n t a n a A f f o r d a b l e 40 A p p l e w a y L a n e Ka l i s p e l l , M T 5 9 9 0 1 Schematic Design AR08 CONTEXT PHOTOS 225094A 1 REVISION 1 xx/xx/xxxx NEIGHBORHOOD CONTEXTUAL PHOTOS WEST LOT ADJACENT FROM SITE 2 STORY MULTIFAMILY ADJACENT OF SITE ON THE EAST GLACIER BANK COMMUNITY HOUSING GROUP A Division of Glacier Bank June 25, 2025 Mach and TE Miller 300 Prairie Center Drive, Suite 245 Eden Prairie, MN 55344 Delivered via Email Re: Outpost at Kalispell Thank you for the opportunity to work with you for the new construction of the 24 unit rent restricted project in Kalispell, Montana to be known as Outpost by Kalispell. This letter is to inform you that Glacier Bank Community Housing Group (GBCHG) has conducted an initial underwriting of the proposed Project and determined it is feasible, subject to the final allocation by Montana Board of Housing of the 9% Low Income Housing Tax Credits and the review of any updated due diligence material, and satisfactory completion of the other conditions set forth herein. Construction Loan 1. Borrower: Mach 1 Outpost LLC 2. Purpose: Construction loan to be used for the new construction of the 9% allocable portion of the overall project of 24 low-income housing units in Kalispell, Montana (the “Project”). This loan is being proposed with a taxable rate. 3. Loan Amount: Up to $5,700,000 4. Term/Payments: This loan will be established as a Draw Down Notes through the construction period with monthly interest only payments due for a period of up to 30 months. This will allow for the completion, stabilization, and certification of the Project prior to transitioning to the permanent loan. 5. Construction Draw Administration: GBCHG has a Construction Department that will monitor the construction process, gather all lien waivers and disburse 1099’s on your behalf at the beginning of the year. Disbursements are prioritized for a 24-hour turnaround and made in the form of paper checks, ACH’s or wires. All loan advances are usually made on a percentage of completion however this can be discussed at the construction meeting as to how we can meet your needs. Approval for each advance would be made in accordance with the terms of a construction and disbursement agreement agreed to by the LP, the General Contractor and GBCHG. The administration fee will be $5,000 and payable at the time of the closing of the Construction Loan to cover the entirety of the construction project. A monthly monitoring report by the architect or another third party will be required at the cost to the Borrower. 6. Pricing: The rate will be 7% 7. Non-refundable Construction Loan Fees: A non-refundable Loan Fee of 1% of the Construction Loan amount shall be paid by Borrower at the closing of the acquisition of the Project. 8. Costs/Fees: Borrower will be responsible for all customary and reasonable third-party costs incurred by GBCHG related to the Project, including but not limited to appraisal, title work, attorney fees, and other costs, whether the Project is consummated or the Loan closes. 9. Collateral: The loan shall be secured by a priority lien upon the real property on which the Project is located, and the improvements and fixtures located thereon, in the form of a Deed of Trust. As additional security, GBCHG shall have first lien on all items of personal property attached to or used in connection with the maintenance and/or operation of the property including, but not limited to appliances, machinery, equipment, water, sewer and drainage pipes, and any fixtures, as well as a security interest in such other assets of Borrower determined necessary in GBCHG’s sole discretion. Borrower agrees to the execution for the benefit of GBCHG of an Assignment of Rents not including any payments from the United States Department of Agriculture-Rural Development to borrower. Additional requirements include a Security Agreement, and Assignments of permits and contracts, including the construction contract, the architect contract and the management contract, a deposit account control agreement as well as an Assignment of the General Partner’s partnership interests and Developer fee. The Assignment of the General Partner’s partnership interest and Developer fee will be terminated after the fees are paid upon issuance of 8609 Form. GBCHG acknowledges there will be a subordinate pledge of the General Partners Partnership interest to the limited partner. 10. Loan to Value: Calculated using As Complete Stabilized Restricted Market Value in addition to the Value of the Tax Credits. 11. Prepayment: The Loan has the option of being paid down without penalty during construction and to the permanent loan amount at conversion without penalty or premium. Please note these funds will not be available to be re-advanced. 12. Guaranties: Robb Miller, Matt Belles, Grant Schnell, Alex Timm and the development entities to be created that are project specific terminating at conversion. Additional guarantees may be requested after further review of due diligence. 13. Deposit Accounts: Project deposit accounts are to be held at a Glacier Bank Division Bank to include Operating Account, Tenant Deposit Account, Taxes and Insurance Reserve during permanent phase, and Operating Reserve Account to include 6 months of operating expenses and debt service and Replacement Reserve Account for deposits equal to $350/unit/yr. A Development Account will be opened to be used for the construction loan proceeds and equity disbursements. Provided the Construction Loan has closed and it remains outstanding at the time of the proposed conversion, and the conditions to conversion listed herein are satisfied, the Permanent Loan will close (the “Permanent Loan Closing”) and be funded in the amount of $1,420,000, although Lender will consider an increased amount based upon increased rents established before conversion and increased net operating income for future periods projected prior to the conversion to the Permanent Loan, subject to all loan committee approvals. Conditions to Conversion: In order to close the Permanent Loan, the following conditions will need to be met, verified, and approved by Lender: 1. Lien free construction completion of all improvements substantially in accordance with approved plans and specifications without material defects, as evidenced by the Certificate of Substantial Completion signed by the Project architect (“Construction Completion”) and issuance of the final Certificate of Occupancy have been obtained to Lender’s satisfaction. 2. Delivery of a certificate from Borrower of its estimate of eligible cost basis at the time of conversion, including conversion costs, and Lender’s satisfaction through conversion with all monthly payment requests and documentation received with respect to Project costs to date. A copy of the final cost certification from the Project accountant shall be supplied to Lender within ten (10) days of issuance (post conversion). As a post-closing item, a completed and issued IRS Form 8609 shall be supplied to Lender within ten (10) days of receipt by Borrower. 3. All then required contributions of Investor Limited Partner (as it may be amended, restated, or supplemented from time to time, the “Partnership Agreement”) have been fully made to the extent due and payable pursuant to the Partnership Agreement (Lender hereby acknowledges that under the terms of the Partnership Agreement some contributions of Investor Limited Partner may come simultaneously with or after the Permanent Loan Closing). 4. For any three (3) consecutive months following full Construction Completion, as evidenced by a Certificate of Substantial Completion by the Project architect and a signed final construction draw by Lender’s inspector, Borrower will deliver to Lender evidence of achievement of “stabilized operations” in the form of certified standard financial statements. Stabilized operations are defined as follows: a. Ninety percent (90%) or greater physical occupancy defined by tenants (and/or RD Rental Assistance or HUD under any Sec. 8 or Section 811 subsidy contract, if applicable) paying contract rents under written leases. b. Achievement of Net Operating Income (“NOI”) that supports a minimum 1.15:1.00 debt service coverage ratio as determined by the Lender. The calculation of the debt coverage ratio will be based on a twenty (20) year amortization schedule with respect to the Permanent Loan. For purposes of calculating stabilized operations, NOI will be will be calculated as the difference between: (i) Effective Gross Income; and (ii) the Expenses of the Project. Failure to achieve 1:15:1.00 Debt Service Coverage Ratio (“DSCR”) during the term will result in certain partner distribution and fee payment limitations. Provided the Permanent Loan is not otherwise in default, reserves are funded to levels required by the Partnership Agreement and the Permanent Loan Documents (defined below) and only permitted distributions or payments are made, failure to achieve DSCR is not a default under the Permanent Loan Documents. c. “Effective Gross Income” for this purpose, means the positive annualized amount of the aggregate monthly rents (net of concessions, rental abatements, “free” rent, and inducements), rental subsidy payments from any RD Rental Assistance contract or HAP Contract (if applicable) and other sources, and other incentives actually collectable by Borrower under written leases identified in the most current certified rent roll, including, at the current applicable rents, units occupied by employees and model units, subject to an underwritten vacancy rate which is the greater of actual vacancy or five percent (5%) and, to the extent not duplicative, any “Acceptable Other Income” actually collected by Borrower. d. “Acceptable Other Income” for this purpose, means the aggregate of: (i) laundry, vending, late charges, NSF fees, cable income, termination fees, forfeitures, damage income, redecorating fees, sewer/water, rent premiums, short term lease premiums (up to a maximum of five percent (5%) of the units at the Project), and parking revenues, as and if applicable, actually collected by Borrower from the Project; and (ii) such other types of income actually collected by Borrower from the Project as may be acceptable to and approved by the Lender, specifically excluding interest income. e. “Expenses” for this purpose, means the annualized, actual expenses incurred by Borrower for the Project, as determined by Lender. For the purposes of this definition, Expenses will be deemed to be all fixed expenses, including, but not be limited to, annualized real estate taxes and assessments for the Project, operating expenses (i.e., administrative, utilities, maintenance, payroll and other taxes, and insurance), including actual management fees, and an allowance for replacement reserves as described elsewhere in this Commitment but specifically excluding debt service payments and expenditures made out of reserves previously created. Expenses shall not include amounts which are payable pursuant to distributions of net cash flow under the Partnership Agreement. 5. No ongoing and uncured event of default has occurred under the Construction Loan Documents. Permanent Loan Terms: If all of the foregoing conditions to conversion are met, Lender agrees to make the Permanent Loan to Borrower upon the following terms and conditions which shall supplement and be in addition to the foregoing requirements and conditions relating to the Construction Loan: 1. Borrower: Same as Construction Loan. 2. Guarantors: None, will be non-recourse, with the exception of the typical carveouts, as set forth in the Loan Agreement. 3. Permanent Loan Amount: $1,420,000, with the Permanent Loan being no more than seventy- five percent (75%) of the “Restricted Rents Value” and the “Contributory Value” of the Tax Credits. The Permanent Loan may be resized to facilitate achievement of 1.15:1.00 DSCR. 4. Term: Borrower shall make blended monthly payments of principal and interest. Such payments shall be level payments of principal and interest based upon a full amortization over four hundred and twenty (420) months. All amounts, including all principal, interest, fees, and costs owed on the Permanent Loan shall be due and payable in full at the maturity date of the Permanent Loan which will be 17 years from the date of conversion. 5. Interest Rate: Taxable rate of 6.50% per annum, payable monthly. Interest shall be calculated on the basis of a 365-day calendar year (366 in leap years). In no event shall Borrower pay an interest rate greater than is permissible under applicable law. Installments of principal and interest shall be payable monthly on the 10th day of each calendar month during the term of the Permanent Loan. 6. Loan Fee: A non-refundable Loan Fee of 1% of the Permanent Loan amount shall be paid by Borrower at the Permanent Loan Closing. This fee is considered to be earned upon acceptance of this Commitment by Borrower but will be paid at the time of the Permanent Loan Closing. The Permanent Loan fee is to compensate Lender for the reservation of credit and to defray loan administration costs in connection with the appraisal review, internal legal expenses, inspections by staff personnel, and loan officers monitoring of the transaction. Such fee will be due notwithstanding that Borrower may close permanent loan financing with another lender. 7. Prepayment: The Permanent Loan is subject to a prepayment penalty as follows: a. 5.00% of the prepayment amount if prepaid within year one. b. 4.00% of the prepayment amount if prepaid within year two. c. 3.00% of the prepayment amount if prepaid within year three. d. 2.00% of the prepayment amount if prepaid within year four. e. 1.00% of the prepayment amount if prepaid within year five. f. 0.00% of the prepayment amount if prepaid after year five. 8. Other Conditions: Any other conditions or requirements which may reasonably be deemed necessary by Lender to adequately secure and protect its position under the Permanent Loan shall be requirements thereof, and the terms and conditions reflected in the Permanent Loan Documents attached hereto are incorporated herein by this reference. 9. Title Insurance: Lender shall be furnished with an extended mortgagee title insurance policy on a current American Land Title Association Form, and/or a modification and date down endorsement of the policy obtained at Construction Loan Closing (the “Title Policy”). The Title Policy shall: (i) provide coverage for the full principal amount of the Permanent Loan; (ii) delete all “standard exceptions” except taxes for the current year; (iii) list only those title exceptions acceptable to Lender on the same basis as any exceptions were acceptable to Lender at the closing of the Construction Loan; (iv) include insurance of appurtenant easements; and (v) contain such “affirmative” coverage and endorsements as may be required by Lender. A title insurance commitment, and/or a modification and date down endorsement, together with copies of all documents listed as exceptions, shall be submitted to Lender at least fifteen (15) days prior to the intended Permanent Loan Closing date. 10. Insurance Coverage: Borrower shall furnish evidence of insurance policies specifically listing the location of this Project and in accordance with the requirements of the Permanent Loan Documents (defined below). Among other coverages, Lender requires Borrower to obtain completed buildings insurance for an amount of not less than one hundred percent (100%) of the total completed value of the buildings, not including the cost of Land. The mortgagee clause shall be in favor of Glacier Bank, 202 Main Street, P.O. Box 27, Kalispell, MT 59903- 0027, as its interest may appear, and its successors and assigns. 11. Documentation: Lender’s counsel shall prepare the necessary documentation in order to comply with the terms and conditions of this Commitment, to document the Permanent Loan and to secure its repayment, and to comply with applicable Montana state laws, including but not limited to an Amended and Restated Assignment of Rents, an Amended and Restated Deed of Trust, an Amended and Restated Environmental Indemnification and Release Agreement, an Amended and Restated Loan Agreement, an Amended and Restated Master Subordination Agreement, an Amended and Restated Promissory Note, an Amended and Restated Security Agreement, a Deposit Account Control Agreement, an Omnibus Consent and Waiver, an Assignment of Capital Contributions (reaffirmation), an Assignment of Development Agreement and Developer Fee (reaffirmation), an Assignment of Management Agreement (reaffirmation), an Amended and Restated Notice of Final Agreement, Permanent Loan borrowing resolutions, and other ancillary security documents related to the Permanent Loan, in either substantially the forms attached hereto as exhibits or otherwise substantially in the forms executed for the Construction Loan, as continuations and reaffirmations of those executed for the Construction Loan (collectively, the “Permanent Loan Documents”). The Permanent Loan shall be secured by a priority position lien on the Project (excepting priority as to the Extended Use Agreement and the Regulatory Agreement (each as defined in the Permanent Loan Documents) and any other applicable regulatory agreement(s) having priority as of the Construction Loan Closing) and the personalty, all of which will be a continuation of the liens resulting from the Construction Loan. Any subordinate loans approved by Lender for the Construction Loan shall be allowed to continue to encumber the Project; provided that such subordinate loans shall be made clearly subordinate to Lender’s security interests through such subordination agreements and other documents as Lender shall consider appropriate. 12. Taxes: All taxes and assessments then due and payable in connection with the Project and Improvements (as defined in the Permanent Loan Documents) are to be paid at the time of the Permanent Loan Closing and subsequent taxes and assessments must be paid when due. In addition, Borrower shall submit evidence of the continuation of any applicable property tax relief, the result of which is consistent with the real estate taxes projected by Borrower for the Project. 13. As-Built Survey: Borrower shall deliver to Lender a recent survey of the Project by a registered surveyor certified to Lender, Borrower, and the title insurance company. The survey shall show: (i) all boundaries of the Project with courses and distances and locations of all existing improvements and of all easements, roads, encroachments, and utility lines; (ii) the distances to, and names of, the nearest intersecting streets; (iii) other facts in any way affecting the Project; and (iv) such other details as Lender may request. The total Project area must also be included together with a certification as to the location of any of the Project within any special flood hazard area. 14. Appraisal: Lender must receive, at least ten (10) days prior to the Permanent Loan Closing, an appraisal addressed to Lender and performed by an appraiser acceptable to Lender, and satisfactory to Lender in form and substance. Without limiting the generality of the foregoing, the appraisal must indicate values for the Project as a whole. Provided that the conversion to permanent financing occurs within thirty-six (36) months of the appraisal provided for the Construction Loan and the Permanent Loan amount is no more than the amount set forth in this Commitment, the appraisal utilized for the Construction Loan and approved by Lender in connection therewith shall be deemed acceptable for this purpose. 15. Lender’s Counsel: All matters pertaining to the satisfaction of the requirements of this Commitment and the Permanent Loan Documents must be reasonably satisfactory to Lender’s counsel. Fees for the final completion and closing of the Permanent Loan shall be paid by Borrower at Permanent Loan Closing, and if the Permanent Loan fails to close through no fault of Lender, Borrower shall remain responsible for the payment of such fees. 16. Authority and Opinion Letters: Borrower, the general partners of Borrower, and each party reasonably requested by Lender shall provide a current Certificate of Good Standing and all authorizations related to or connected with the Permanent Loan, as determined by Lender or Lender’s counsel. Further, Borrower shall provide Lender with such opinion letters as to authority, enforceability, lien perfection, and priority as Lender or Lender’s counsel may reasonably request. General Conditions/Terms: The following general conditions apply to the Permanent Loan: Restrictive Covenants: The Project and personalty securing the Permanent Loan shall at all times be subject only to restrictions or limitations as are approved in writing by Lender and Lender’s counsel, excluding those use restrictions imposed by the allocation of Tax Credits (as defined in the Permanent Loan Documents). The following general conditions apply to the Permanent Loan: 1. Restrictive Covenants: The Project and personalty securing the Permanent Loan shall at all times be subject only to restrictions or limitations as are approved in writing by Lender and Lender’s counsel, excluding those use restrictions imposed by the allocation of Tax Credits (as defined in the Permanent Loan Documents) 2. Change in Ownership of Project or Further Encumbrances: The Permanent Loan Documents will require that title to the Project remain vested in Borrower, and that the Project will not be conveyed or further encumbered during the term of the Permanent Loan except for liens for the subordinate financing and other encumbrances listed on Schedule B of the Lender’s Title Policy approved by the Lender at the Construction Loan Closing, or other encumbrances made with Lender’s consent which may be withheld with reasonable cause. 3. Prohibition Against Sale or Assignment: The Permanent Loan Documents will contain a provision whereby all amounts due under the Permanent Loan Documents will become due at the option of Lender upon the sale, transfer, or conveyance of the Project, any portion of Borrower’s interest therein, the partnership interests of Borrower, or a majority in interest of the ownership interests of any general partner of Borrower, with exceptions as provided in the Permanent Loan Documents (which exceptions shall include the following: (i) a transfer of the interest in Investor Limited Partner in accordance with the Partnership Agreement, subject to the conditions described in Section 21(m) of the Deed of Trust, and (ii) the removal and replacement of a general partner with Investor Limited Partner ). 4. Expenses: Borrower shall bear all expenses incurred in connection with the Permanent Loan including, but not limited to recording costs, premiums for title and liability insurance, Lender’s legal fees, surveys, mortgage fees, and other out-of-pocket expenses. 5. Non-Waiver: The terms of this Commitment may not be waived, modified, or in any way changed by implication, correspondence, or otherwise unless such waiver, modification, or change is made in the form of an amendment to this Commitment which is executed by both Borrower and Lender. 6. No Assignment/No Brokerage Fees: Lender’s Commitment hereunder shall not be assigned or transferred by Borrower, voluntarily or involuntarily, and any attempted assignment or transfer shall be void. Lender shall not be required to pay a commission to any broker or agent in connection with this transaction. 7. Conditions to Loan: Lender’s obligation to fund the Permanent Loan and/or convert is conditioned upon completion of its due diligence and, after such review is completed, upon the approval of Lender’s investment committee of any substantive changes to the terms set forth in this Commitment or waiver of any conditions to conversion. 8. Deposit Relationship: This Commitment is contingent upon a deposit relationship between Borrower and Lender, and Borrower will have all deposits, operating accounts, tenant deposit accounts, and reserve accounts pertaining to the Project retained with Lender or a division of Lender through the course of the Permanent Loan. 9. Reserves: a. Operating Reserves – In order to meet operating expenses of Borrower which exceed operating income available for the payment thereof, Borrower will establish on or before the Permanent Loan Closing date and will maintain for the term of the Permanent Loan a minimum of six (6) months of projected operating expenses, debt service payments, and annual replacement reserve payments in a segregated operating reserve account with Lender. b. Replacement Reserves – Minimum replacement reserves must equal $350.00 per unit annually, increased three percent (3%) annually, for new construction developments and rehabilitation developments. The reserves may be funded on a monthly basis, and Lender may require automatic withdrawals in connection therewith. c. Taxes and Insurance Reserve – If required by Lender, a reserve for monthly payments of 1/12th of estimated insurance and taxes with an initial funding sufficient to meet the projected costs and timing of the payments of such expenses. Contingencies: The above is a general outline of the key terms on which the Bank is willing to extend financing and is contingent upon allocation or approval by the Montana Board of Housing of 9% Low Income Housing Tax Credits, the securing of a tax credit investor for equity contributions, review, and approval of additional or updated due diligence material, satisfaction of the conditions set forth herein, and the Bank’s loan committee approvals. The rates quoted above are subject to repricing 120 days prior to closing. The final terms and all loan details will be contained in the closing documents. We thank you for the opportunity you have given us to provide these credit facilities and your help in working through the due diligence process. We still have some work to do, and we look forward to working with you to complete the final details and close. Sincerely, Glacier Bank Jennifer Wheeler Vice President/Senior Commercial Lender JWheeler@Glacierbank.com 406-756-4282 Accepted By: _______________________________ Robb Miller STAFF REPORT KRD 26-01 APPLE WAY AFFORDABLE HOUSING REQUEST FOR WEST SIDE-CORE AREA TIF ASSITANCE KALISPELL COMMUNITY DEVELOPMENT MARCH 19, 2026 This is a report to the Urban Renewal Agency and Kalispell City Council regarding a request for Tax Increment Finance (TIF) assistance for the Site Demolition, Cleanup, and Preparation Program, and shared utilities in the West Side-Core Area Tax Increment Finance District. The Urban Renewal Agency will forward a recommendation to the Kalispell City Council for final action. TIF Assistance Program Overview: MACH 1 Outpost LLC is requesting funding for Site Demolition, Cleanup, and Preparation Improvement and sidewalk improvement under the Shared Utilities programs, which is located within the West Side-Core Area TIF Districts. This report will analyze the proposal in accordance with state law and adopted city policies. On December 17, 2012, Kalispell City Council adopted the Core Area Plan as an amendment to the City of Kalispell Growth Policy 2020 by Resolution No. 5601A. The Core Area Plan addresses needs and priorities affecting redevelopment of the Core Area. Additionally, the Council adopted the West Side Urban Renewal-Core Area plan by Ordinance 1717 (Original Ordinance 1259) and the Downtown Urban Renewal Plan by Ordinance 1816. The City of Kalispell utilizes a Tax Increment Finance District (TIFD) within the urban renewal plan boundary as part of the overall strategy to meet its needs of eliminating blight, promoting economic development, improving area employment opportunities, improving area housing opportunities, and expanding the community’s tax base in addition to other needs identified in the Montana Code Annotated. The Kalispell City Council Amended the West Side-Core Area TIF Assistance Program in 2019, by Resolution 5955. The TIF Assistance Program was developed to support redevelopment activity and advance the goals of the West Side-Core Area Urban Renewal Plan. The West Side-Core Area TIF is managed by the City of Kalispell Urban Renewal Agency advisory to Kalispell City Council. In 2010, pursuant to City of Kalispell Resolution 5435, an Urban Renewal Agency (hereafter referred to as “URA”) was established for the purpose of assisting the Kalispell City Council in evaluating and proposing TIF district plans and projects. Applicant: MACH 1 Outpost LLC 300 Prairie Center Dr. Eden Prairie MN 55344 Location and Legal Description of Property: The subject property is located at 40 Appleway Drive, Kalispell MT 59901. The property is within the West Side Urban Renewal Core Area Boundary. The property can be legally described as: Tract 1 of Certificate of Survey No. 8206, located and being in the Southeast Quarter of the Southeast Quarter (SE ¼ SE ¼ ) of Section 12, Township 28 North, Range 22 West, P.M.,M., Flathead County, Montana. Figure 1 Subject Property Figure 2 The Property Currently Lacks Sidewalk Proposed Project: MACH 1 Outpost LLC is requesting West Side/ Core Area TIF assistance through the Shared Utility and Site Demolition, Cleanup, and Preparation program s. The request for TIF assistance through the Site Preparation and Demolition program totals $65,900 in loans for the demolition of the existing building and tree removal. The Shared Utility request for sidewalk and boulevard construction is for $47,800 per the provided contractor bid. The shared utility request would also be administered as a loan. The total TIF request is $113,700. The Outpost Kalispell project is a 24-unit, affordable housing development planned for construction at 40 Apple Way. Outpost Kalispell will include 12 one-bedroom units, and 12 two -bedroom units. The project has obtained tax exempt status from the state and will not pay property tax. The apartments will be rented to renters earning between 50% and 60% Area Median Income. The applicant is requesting a loan for the total project ask of $113,700. The Site Demolition, Cleanup, and Preparation Program amount is $65,900 and the sidewalk/street improvements total $47,800. Site demolition and preparation projects “may be eligible for loan funds, and/or a 50% matching grant up to $250,000.” The requested $65,900 is eligible for loan or 50% matching grant, but the applicant has requested a loan, given the tax- exempt nature of the property. The Shared Utilities Program allows for a grant up to 100% of public infrastructure costs such as sidewalks. The project is not going to be paying property taxes, and so the applicant has requested a loan covering the costs of improvements instead of a grant. There is not currently sidewalk on the property, and creating sidewalk will connect to the neighboring property to the east that does have sidewalk, benefiting the pedestrian network. The sidewalk and boulevard improvements benefit the sidewalk network and the general public, making the project eligible for the funds. The TIF request is for a loan to cover both the construction of the sidewalk hardscape and the boulevard. The RLF committee will review the applicant and help formulate loan terms. POLICIES 1. TIF assistance will be prioritized to projects that do not have the financial feasibility to proceed without the benefits of the TIF fund assistance. The pro forma submitted in the application was given to the Revolving Loan Fund Committee for review. The benefits of the TIF loan requested offer needed assistance to the applicant based on the pro forma. The pro forma and financing include will be reviewed by the Revolving Loan Fund Committee as well. The project has funding from Glacier Bank and has received tax exempt status, so the project is feasible. TIF assistance is requested to close a narrow gap in financing and the project feasibility. 2. The applicant shall provide market and feasibility studies, appraisals, etc., provided to private lenders of the project, as well as any other information the URA, or Kalispell City Council may require in order to review the need for TIF assistance. The applicant has provided market feasibility studies, professional appraisal, pro forma, and other information as requested in order to review the need for TIF assistance. The applicant provided all requested material in order to review the need for TIF assistance. 3. A third party analysis shall be provided for applications requesting more than $200,000 in TIF assistance. The third party analysis will be contracted by the city from a list of qualified consultants at the applicant’s expense. The third party analysis is required to ensure that project assumptions provided by the developer align with current market conditions and industry standards. This policy is not applicable as the TIF assistance requested is under $200,000. 4. The applicant shall be able to demonstrate their ability to construct, operate and maintain the proposed project based on past experience, general reputation, and credit history. The applicant has history of developing multifamily affordable housing. The developer (Mach and TE Miller) has developed more than $500,000,000 in total multifamily development. The applicant has been approved for a loan with Glacier Bank and has shown that they are able to operate and maintain the property. 5. TIF assistance will not be used for projects that place an extraordinary demand on the district infrastructure. The project will not place an extraordinary demand on the district infrastructure as there is adequate infrastructure for multifamily in the district and the B-2 is zoned for multifamily housing. The surrounding land uses are commercial and multifamily. The project will have to meet all City of Kalispell requirements. 6. The relationship of private investment to public investment of a project shall be significant enough to ensure prudent investment of public funds within the TIF District. A prudent expenditure would equate to $1 of public money for every $9 of private money invested in a project. The project costs are projected to be $8,746,540. The applicant is requesting a total of $113,700 in public TIF loan funding. This is a request for 1.29% of the total project cost, or a ratio of $1 public dollar for every $76.92 spent by the applicant. 7. The applicant shall retain ownership of the project long enough to complete it, occupy it, establish property management, and initiate payment of taxes based on the increased project value. This policy will be met through the developer’s agreement to ensure completion, occupation, and property management. The applicant will hire a part time property manager. Property taxes are not applicable to this property as they have been exempted. CRITERIA FOR REVIEWING FUNDING APPLICATIONS In reviewing the TIF assistance application the URA will evaluate each new development project utilizing the following criteria, in addition to the policies outlined above. When an application is submitted, documentation demonstrating adherence to the following criteria must be submitted. 1. Each project must achieve each of the following criteria: • Tax Generation— In order for the West Side TIF District to stay economically healthy for the maximum benefit to the district and community, a project is expected to generate new taxes. The increase in taxable value due to new construction & rehabilitation is estimated by the County Assessor’s office or State Department of Revenue to determine tax increase generation. The project will not be generating new taxes as the applicant has acquired tax exempt status as part of the affordable housing component of the project. The applicant has requested a loan for the total amount and is not requesting a grant given the tax exempt nature of the project. • Elimination of Blight— The project’s direct and indirect impact on the physical deterioration within the TIF The sidewalk will increase connectivity up to city standards and will improve the physical deterioration within the West Side TIF district. The existing building will be demolished to construct the housing. The project will add sidewalk and standard city boulevard landscaping to improve the area. • Project Feasibility— A determination of feasibility is made based on the strength of the applicant's demonstration of market demand for the project as contained primarily on the pro forma and financing commitments. The applicant has received financing commitments from Glacier Bank. The pro forma and other necessary documentation will be additionally analyzed by the Revolving Loan Fund Committee to determine eligibility for a loan from the City of Kalispell and the terms of a loan if they are eligible. • Applicant’s ability to perform— An assessment of the applicant’s capability to undertake the relative complexities of the project based on past performance and the project design and management team on similar projects based on the complexity of the project The applicant has experience developing other affordable housing projects has obtained tax exempt status. The developers have developed over $500,000,000 in multifamily housing. The application has a plan in place to hire property management and maintenance. The applicant has a bid, and a loan from Glacier bank, showing the project has viability. • Timely Completion— The feasibility of completing the project according to the applicant's proposed project schedule. The proposed project schedule aims to start construction in 2026 and be completed in spring of 2027. This timeline is not unrealistic and shows the applicants are wanting to start construction as soon as possible. • Plan Goals— The project’s ability to significantly further specific goals found in the West Side Urban Renewal Plan, Core Area Plan, and Kalispell Growth Policy Plan-It 2035 goals and policies. The proposed project will further specific goals set out in the Core Area Plan, Urban Renewal Plan, and Kalispell Growth Policy Plan-It 2035. The Core Area Plan strategies and policies furthered by the project are as follows: Housing Reinvestment Strategy 1. A housing stock that is safe, affordable and an asset to the neighborhood. Housing Strategy 1. An array of housing options in the Core Area (multi-family apartment buildings, townhouse and row housing, loft and studio apartments, senior housing, second floor residential, smaller scale multi-family apartments, etc.) to provide housing for a variety of age and income levels. Housing Policy 1. Increase the presence of higher density housing in the plan area. Housing Policy 2. Upgrade/replace aged and/or inadequate infrastructure (water, sewer, fire flows, sidewalks, streets and street connections) to accommodate higher density housing. The Kalispell Growth Policy Plan-It 2035 Land Use Housing Goals and Policies that this project furthers include: Housing Goal 1. Provide an adequate supply and mix of housing that meets the needs of present and future residents in terms of cost, type, design and location. Housing Policy 2. City regulations should maintain incentives to provide for varied affordable housing types. Housing Policy 3. Encourage the development of urban residential neighborhoods as the primary residential land use pattern in the Growth Policy area. These developments should incorporate design features that are either consistent with or anticipate the changing character of the area. Historic Downtown And Core Area Goal 2. Encourage development and redevelopment in the downtown and implementation of the core area neighborhood plan. Historic Downtown And Core Area Goal 3. New development should contribute to the community quality of life and its attractiveness as a retirement and tourism destination. Historic Downtown And Core Area Policy 9. Redevelopment is encouraged to integrate a variety of residential housing types to accommodate people of different age groups and income levels. 2. Each Project must achieve at least 2 of the 5 criteria: • Investment— The project’s potential for subsequent investment within the TIF district. The project has potential for subsequent investment within the Westside TIF District. The creation of housing helps to demonstrate market need for similar projects. • Unique Opportunities— The project’s potential to present a unique opportunity, meet a special need, or address specific TIF district or community goals such as filling a market niche or providing an un-met community need. The project would help with the community goal for affordable housing which is a known need in the community. The project also will help fill a market niche as they are also going to set aside ten percent of units for veterans, victims of domestic violence, or youth aging out of foster care. • Environmental Impacts — The project’s ability to positively impact the environment in terms of brownfields cleanup, noise, dust, and traffic reduction; pollution reduction, etc The Phase I environmental assessment is being performed currently. There are no known cleanup needs. • Building— The quality of development and overall aesthetics are beyond that which is minimally required by the UBC. The quality of development will meet all building code standards and the overall aesthetics will go beyond building code construction standards. The project will need to meet architectural review standards, providing for overall aesthetics that would be minimally required. • Job Creation — Projects that create opportunities for new employment contribute to the economic vitality of the district and community in a variety of ways. Projects creating five or more full-time equivalent jobs would be considered to have a significant positive impact on the economic well-being of the district, and will be given greater priority. Additionally, new jobs that pay at or above the median county income level will be given priority. Two part-time positions are being created with this project. One part-time Property Management position as well as one Maintenance position. The Property Manager will be part time and is anticipated to be paid $29,952 and the part time Maintenance wage is estimated to be $9,000. 3. Each Project Must achieve at least 3 out of the 6 criteria • Housing – Increases housing units, including integrating a variety of residential housing types to accommodate people of different age groups and income levels. This project meets these criteria by providing 24 units of affordable housing, which will accommodate renters of different ages groups and income levels from between 60%-50% Area Median Income (AMI). There are 12 of both 1- and 2-bedroom units, providing a variety of housing options. • Urban Development — Redevelopment that considers the Core Area vision by promoting a mix of uses emphasizing retail uses on the main floor and offices or residential uses on upper floors. • The proposed project does not include retail or office plans. The project is urban housing development, providing 24 rental units on 0.88 acres. • Parking — Recognize that there are special parking considerations, which differ from other areas. A project should use innovative parking management and shared parking provisions, including for general public use. Parking is planned for the project and will meet city standards under new state requirements. 30 spaces in total are being provided, while no parking would be required under new standards. Compliance with city standards will be reviewed at time of building permit. • Recreation — Incorporates amenities into the development such as pocket parks, activity nodes and gathering spaces. The plans provided include an indoor gathering space/kitchenette, outdoor playground, and grilling area. The planned project will meet city standards for recreational areas. • Facilities Public Health and Mobility — Project will construct or improve sidewalks, including ADA access to buildings. The sidewalk improvements along Apple Way will be ADA accessible and built to city standards. There is not currently sidewalk along the entirety of the property street frontage, which will be improved as part of the project. The new building will be subject to ADA standards. • Alternative Transportation — Project promotes the use of bicycling, transit, ride sharing, car sharing, etc. The project helps to promote bicycling. The project location is in close proximity to the Parkline Trail and the Great Northern Historical Trail. Workforce Housing Policy: Pursuant to Ordinance No. 1928, the Core Area/West Side Urban Renewal District includes the creation of workforce housing for individuals and families with household income of 60% to 140% of area median income. The application seeks to create affordable housing at the 60%-50% AMI, which is both within and outside the bounds of the West Side TIF Policy’s definition of workforce housing. The average rent will be at 52.92% AMI. Seven of the units will be at 60% AMI, and 17 will be at 50% AMI. The project is an eligible project expense under these guidelines. EVALUATION BASED ON STATUATORY CRITERIA This report evaluates the request in accordance with local and state regulations. The statutory basis for reviewing Urban Renewal Projects is set forth by 7-15-4217 M.C.A., which states that following a hearing the local governing body may approve an urban renewal project if it finds that: 1) A workable and feasible plan exists for making available adequate housing for those persons being displaced by the project; No persons are being displaced by the proposed project. 2) The urban renewal plan conforms to the comprehensive plan or parts thereof for municipality as a whole; The Westside Core Area Urban Renewal Plan adopted by the Kalispell City Council made findings that included the inclusion of funding assistance in order to assist in housing and business development. 3) The urban renewal plan will afford maximum opportunity, consistent with the sound needs of the municipality as a whole, for rehabilitation or redevelopment of the urban renewal area by private enterprise; and The project includes a request for tax increment financing assistance that makes the proposed redevelopment project feasible to be undertaken by private enterprise. 4) A sound and adequate financial program exists for the financing of said project. The Westside Core Kalispell Urban Renewal District currently has adequate revenue to support the tax increment finance assistance for the project. ANALYSIS: The proposed sidewalk improvement and site demolition, cleanup and preparation is eligible for TIF financing under state Urban Renewal Law, is permitted under both the West Side-Core TIF Review Criteria, and site and sidewalk improvements further goals of both the Kalispell Plan it 2035 and the Core Area Plan. The requested loan amount is within the Site Demolition, Cleanup, and Preparation Program limit. The loan terms will be reviewed by the City of Kalispell Revolving Loan Fund Committee. The City of Kalispell TIF Criteria 1 is Tax generation. Projects are expected to generate new taxes. The property is unable to generate new property taxes as they have become exempt for affordable housing. Workforce housing under City TIF policy is an eligible expense, and 7 of the units of the project fall withing the 60-140% AMI threshold. The project meets the remaining review criteria, adheres to City TIF policy, and furthers goals set forth in the Core Area Plan and Kalispell Plan it 2035 Plan. CONCLUSION: The proposed project does comply with the expressed intent and the goals, policies, and recommendations of the Westside Core Area Urban Renewal Plan and the TIF Program Policies as outlined above. RECOMMENDATION: Staff recommends that the City of Kalispell Urban Renewal Agency adopt staff report KRD- 26-01 as findings of fact and recommended to the Kalispell City Council that MACH 1 Outpost LLC’s TIF REQUEST be approved as provided. ATTACHMENTS: Westside/Core Area TIF POLICY Core Area Plan/Original West Side TIF Plan Project Application NEXT SCHEDULED MEETING The Board’s next meeting is scheduled for Thursday, April 16, 2026, at 3 p.m. City of Kalispell 201 1st Avenue East Post Office Box 1997 - Kalispell, Montana 59903 Telephone: (406) 758-7701 Fax: (406) 758-7758 Meeting Summary URBAN RENEWAL AGENCY BOARD MARCH 19, 2025 – 3 P.M. CITY HALL – FIRST FLOOR CONFERENCE ROOM MEMBERS IN ATTENDANCE OTHERS IN ATTENDANCE David Girardot Nelson Loring, Community Development Manager Cara Lemire PJ Sorensen, Acting Director of Development Services Mike Brodie Valeri McGarvey Catherine Potter Teri Dugan Zoë Buhrmaster Jack Underhill Alex Timm Grant Schnell Daniel Fuller Buck Wheeler PUBLIC COMMENT No Public Comment PREVIOUS MEETING SUMMARY The January 2026 meeting summary was moved by Girardot to be accepted; Brodie seconded. All voted in favor. AGENDA • Staff presented Staff Report KRD 26-01: o Mach 1 Outpost LLC is applying for TIF assistance to assist with their workforce and affordable housing development at 40 Appleway Drive. The project is requesting a loan in total of $113,700. The Site Preparation and Demolition program totals $65,900 and the remaining $47,800 is within the Shared Utility program for sidewalk and boulevard construction. o The project was awarded tax exempt status from the state, and thus is asking for a loan as opposed to a grant. o The project fits into the new category of workforce housing that was added to the West Side TIF. o Catherine motioned to recommend approval. The motion was seconded by Brodie. The motion passed unanimously. NEXT SCHEDULED MEETING The Board’s next meeting is scheduled for Thursday, April 16, 2026, at 3 p.m. • The Kalispell Center Mall Work Session: o Daniel Fuller gave a presentation on the planed renovations and site work.  The 22-acre Parkline District plan included demoing the Herberger’s and extending 3rd Avenue to create pad-ready development quadrants on the west side of the lot. o Possible new development on the west side may include a hotel, public library, retail space, and brewery. o The costs of these improvements total approximately 27 million. o Giradot had a question about the phasing. Fuller answered: Demo of the building and the renovation of the mall façade. There would have to be a temporary façade to cover up he hole in the building. Demolition, façade, could potentially start this year, other construction could start next year. o Potter asked what lessons the had learned from other projects in Flathead County. Fuller answered that they have built relationships with architects and other local firms. Fuller stated that the project involves long term ownership of the Parkline District. o Giradot asked about the current occupancy at het Kalispell Center Mal. Fuller answered that the mall is at 75% occupancy if you consider Herberger’s vacant. o Brodie asked what the full ask would be. Fuller answered that not all of the 27 million would be asked for, but he is anticipating aa 23 million ask. The tenant improvement allowances are not considered in this amount. o Potter asked how the finances fit in with the finances of the TIF district. Loring answered that this would be analyzed through the 3rd party financial analysis. o Lamire clarified that she is recusing herself from the Parkline District Discussion. • Staff updated the Board on the BUILD Grant to complete the south half of the bypass. The City of Kalispell has applied for the grant is awaiting award notification by the end of June. • Staff updated the Board on the SS4A Implementation Grant. Staff anticipates that a work session will be held after the Notice of Funding Opportunity is released. • Meeting Adjourned DEVELOPERS AGREEMENT STATION KALISPELL, LLC AND THE CITY OF KALISPELL Page 1 of 5 Return to: Kalispell City Clerk PO Box 1997 Kalispell, MT 59903 DEVELOPER’S AGREEMENT STATION KALISPELL OUTPOST LLC, OWNER, 40 APPLEWAY DRIVE THIS AGREEMENT made as of the ___ day of __________, 202__, by STATION KALISPELL, LLC, 40 Appleway Drive, Kalispell, MT 59901, hereinafter referred to as “STATION KALISPELL”, and the City of Kalispell, a municipal corporation, 201 1st Avenue East, Kalispell, Montana 59901, hereinafter referred to as "the CITY"; WITNESSETH WHEREAS, STATION KALISPELL is the fee owner of certain real property located in the West Side Urban Renewal District in the City of Kalispell in Flathead County, Montana, which is further described in Exhibit “A”, attached hereto and fully incorporated herein by this reference and hereinafter referred to as “Subject Property”; and WHEREAS, STATION KALISPELL applied to the CITY for financial assistance from the West Side Tax Increment Finance District for demolition of the existing building and tree removal as well as sidewalk and boulevard construction; and WHEREAS, the City of Kalispell Urban Renewal Agency (“URA”) reviewed STATION KALISPELL’s application and recommended to the City Council that it make the finding that specific portions of STATION KALISPELL’s application are eligible for Tax Increment Financing (“TIF”) assistance and that such assistance should be approved based upon the recommendations of the URA; and WHEREAS, STATION KALISPELL has requested West Side/Core Area TIF assistance through the Shared Utility and Site Demolition, Cleanup, and Preparation programs. The request for TIF assistance through the Site Preparation and Demolition program totals $65,900 in loans for the demolition of the existing building and tree removal. The Shared Utility request for sidewalk and boulevard construction is for $47,800 per the contractor bid provided by STATION KALISPELL and would also be administered as a loan. The total DEVELOPERS AGREEMENT STATION KALISPELL, LLC AND THE CITY OF KALISPELL Page 2 of 5 TIF request is $113,700; and WHEREAS, the City Council, based upon the recommendation of the URA, approved up to a $113,700 TIF loan offer for financial assistance to provide incentive for STATION KALISPELL’s private investment in the project; and WHEREAS, it is the desire of the CITY and STATION KALISPELL to enter into a Developer’s Agreement to set forth the rights and obligations of each party in regard to the rehabilitation of the subject property referred to hereafter as “the Project”. NOW THEREFORE, the parties hereto agree as follows: I. OBLIGATIONS OF DEVELOPER 1. STATION KALISPELL shall submit the plans for the Project to the CITY for review and certify that such plans are in compliance with CITY design and construction standards. STATION KALISPELL shall further provide the CITY with adequate notice to inspect the Project confirm such compliance. 2. Upon completion of the Project, STATION KALISPELL shall submit such project costs to the CITY as well as certification from the Kalispell Building Department that the Project meets or exceeds all City code requirements. STATION KALISPELL shall also provide documentation to the CITY of the total costs of construction for the Project. 3. STATION KALISPELL shall make application to the CITY's Revolving Loan Committee (“RLC”) to determine eligibility for a TIF loan for up to $113,700. STATION KALISPELL shall provide all information required by the RLC to make its determination. II. OBLIGATIONS OF THE CITY 1. STATION KALISPELL shall provide the CITY with the invoice for the costs of the Project. The CITY may make a TIF loan to STATION KALISPELL of up to $113,700, such loan conditioned upon approval by the RLF of such loan and upon the terms set by the RLF. 2. In no event shall the TIF payments for private investment improvements made to STATION KALISPELL by the CITY exceed more than 10% of the total costs of the Project. III. GENERAL TERMS l. Effective Date. This agreement shall be effective immediately. 2. Amendment. This agreement may only be amended or otherwise modified in writing DEVELOPERS AGREEMENT STATION KALISPELL, LLC AND THE CITY OF KALISPELL Page 3 of 5 upon approval of the Kalispell City Council with authorization for the City Manager to execute. 3. Severability. In the event that any provisions of this agreement shall be deemed, decreed, adjudged or determined to be invalid or unlawful by a court of competent jurisdiction, such provision shall be severable and the remainder of this agreement shall continue to be of full force and effect. 4. Assignment. STATION KALISPELL may not assign this Agreement in whole or in part without the prior written consent of the CITY 5. Authority. Each party represents that it has full power and authority to enter into and perform this Agreement and the person signing this Agreement on behalf of each party has been properly authorized and empowered to sign this Agreement. 6. Recordation. This agreement may be recorded with respect to the subject property. 7. Entire Agreement- Primacy. This agreement constitutes the entire agreement between the parties and may only be amended as set forth herein. 8. Binding Effect. This Agreement shall be binding upon and inure to the benefit of the respective parties heirs, successors and assigns. Dated this ___day of _____________, 202__. By:_____________________________ CITY OF KALISPELL STATE OF MONTANA ) ):ss County of Flathead ) On this ___ day of ___________, 202__, before me, the undersigned, a Notary Public for the State of Montana, personally appeared ____________, ____________ of ___________, a Montana limited liability company, that executed the foregoing instrument, and acknowledged to me that he executed the same and that he was duly authorized to execute the same on behalf of said limited liability company. IN WITNESS WHEREOF, I have hereunto set my hand and affixed my Notarial Seal the day and year in this certificate first above written. __________________________________ Notary Public (SEAL) DEVELOPERS AGREEMENT STATION KALISPELL, LLC AND THE CITY OF KALISPELL Page 4 of 5 By:____________________________ STATION KALISPELL, LLC STATE OF MONTANA ) ):ss County of Flathead ) On this ____ day of _____________, 202__, before me, a Notary Public in and for the State of Montana, personally appeared _________________, known to me to be the City Manager of the City of Kalispell, a municipality, that executed the within instrument, and acknowledged that such City Manager subscribed, sealed and delivered said instrument as the free and voluntary act of said municipality, for the uses and purposes therein set forth, and that he was duly authorized to execute the same on behalf of said municipality. IN WITNESS WHEREOF, I have hereunto set my hand and affixed my Notarial Seal, the day and year first above written. __________________________________ Notary Public (SEAL) DEVELOPERS AGREEMENT STATION KALISPELL, LLC AND THE CITY OF KALISPELL Page 5 of 5 DEVELOPER’S AGREEMENT STATION KALISPELL, LLC, OWNER, 40 APPLEWAY DRIVE Tract 1 of Certificate of Survey No. 8206, located and being in the SE¼SE¼ of Section 12, Township 28 North, Range 22 West, P.M.M., Flathead County, Montana