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HomeMy WebLinkAboutagenda.council.worksession.20181023 CITY COUNCIL WORK SESSION October 23, 2018 4:00 PM, City Council Chambers MEETING AGENDA I. Commercial Vitality Goal P1 Memorandum TO: Mayor Skadron and City Council FROM: Jessica Garrow, Community Development Director Phillip Supino, Principal Long Kevin Rayes, Planner RE: BYY Goal #5: MEETING DATE: October 23, 2018 SUMMARY: Council is asked to provide feedback and guidance on strategies and opportunities to achieve the commercial vitality objectives in Council Goal #5 attract small, local and unique businesses to provide a balanced, diverse, and vital use mix supporting the community.” Specifically, council is asked to BACKGROUND: Previous work on this goal includes a review of city Wheeler Restaurant space lease, led by the focused on providing expedited permit review for tenant finishes. The Expedited Tenant Finish Permitting Process (EPIC) provides a significant benefit to local business owners by shortening the time required to start or reopen a business in the City by ensuring that not placed in the queue behind large permits that require more review time. A focus on commercial vitality has long been part of Aspen’s planning program. The most recent efforts date back to 2008, when White & Smith developed the Locally Serving Businesses report (attached as Exhibit B) to identify strategies that retain locally serving businesses through a combination of regulations and 2016-2017 moratorium, providing a framework for Council to address challenges associated with commercial vitality. A number of regulations and incentives aimed at creating opportunities for and preserving locally serving businesses Space requirements, the Small Lodge Preservation Program, and eliminating new free residential units in Commercial Zone Districts. These measures have had a positive impact on Aspen’s overall commercial vitality. However, as market forces continue to influence development and increase real estate costs, additional strategies to retain commercial diversity in Aspen are vital. As stated in the Aspen Area Community P Commercial Sector, Page 20: There is a concern that businesses providing basic necessities will be replaced with businesses providing non-essential goods and services. High Mayor Skadron and City Council Jessica Garrow, Community Development Director Phillip Supino, Principal Long-Range Planner Kevin Rayes, Planner BYY Goal #5: Commercial Vitality , 2018, 4pm Council is asked to provide feedback and guidance on strategies and opportunities to achieve the commercial vitality objectives in Council Goal #5, which states, “analyze opportunities to retain and attract small, local and unique businesses to provide a balanced, diverse, and vital use mix supporting Specifically, council is asked to identify the priority next steps to implement this goal. Previous work on this goal includes a review of city-owned commercial spaces and Wheeler Restaurant space lease, led by the City Managers office. Work by Community Development focused on providing expedited permit review for tenant finishes. The Expedited Tenant Finish Permitting Process (EPIC) provides a significant benefit to local business owners by shortening the time en a business in the City by ensuring that simple tenant finish applications are not placed in the queue behind large permits that require more review time. A focus on commercial vitality has long been part of Aspen’s planning program. The most recent date back to 2008, when White & Smith developed the Commercial Mix Strategies to Preserve (attached as Exhibit B) to identify strategies that retain locally serving businesses through a combination of regulations and incentives. This report was referenced during the 2017 moratorium, providing a framework for Council to address challenges associated with regulations and incentives aimed at creating opportunities for and ocally serving businesses were implemented from this work. These included, Space requirements, the Small Lodge Preservation Program, and eliminating new free Zone Districts. tive impact on Aspen’s overall commercial vitality. However, as market forces continue to influence development and increase real estate costs, additional strategies to retain commercial diversity in Aspen are vital. As stated in the Aspen Area Community P There is a concern that businesses providing basic necessities will be replaced with businesses essential goods and services. High-profile locations in the downtown have Council is asked to provide feedback and guidance on strategies and opportunities to achieve the “analyze opportunities to retain and attract small, local and unique businesses to provide a balanced, diverse, and vital use mix supporting identify the priority next steps to implement this goal. owned commercial spaces and a finalization of the . Work by Community Development focused on providing expedited permit review for tenant finishes. The Expedited Tenant Finish Permitting Process (EPIC) provides a significant benefit to local business owners by shortening the time tenant finish applications are A focus on commercial vitality has long been part of Aspen’s planning program. The most recent Commercial Mix Strategies to Preserve (attached as Exhibit B) to identify strategies that retain locally serving incentives. This report was referenced during the 2017 moratorium, providing a framework for Council to address challenges associated with regulations and incentives aimed at creating opportunities for and These included, Second Tier Space requirements, the Small Lodge Preservation Program, and eliminating new free-market tive impact on Aspen’s overall commercial vitality. However, as market forces continue to influence development and increase real estate costs, additional strategies to retain commercial diversity in Aspen are vital. As stated in the Aspen Area Community Plan (AACP), the There is a concern that businesses providing basic necessities will be replaced with businesses profile locations in the downtown have P2 I. Page 2 of 6 steadily converted from restaurants to retail spaces, some retail spaces have transformed to offices, and high rents have resulted in a continuing shift towards exclusivity. The character of our community is bolstered by a diverse commercial mix. Council’s commercial vitality goal is an extension of this AACP policy. Achieving this goal will bring the community closer toward realizing the implementation of that policy. This memo outlines a mix of incentive and regulatory options for achieving BYY goal #5. DISCUSSION: The following is an overview of some potential tools for Council to consider to achieve the commercial vitality goal. Exhibit A supports this discussion, classifying these tools into regulations and incentives, identifies their potential effect as they relate to commercial vitality, and some pros and cons of each. Existing tools are also identified in the matrix. In terms of framing this discussion, staff suggests Council consider the following big picture questions. QUESTIONS FOR COUNCIL: a. What does achievement of Goal #5 look like to you? b. What does Aspen’s commercial sector look like in 10 years? · Are there more businesses and services serving local full-time residents than today? · What types of businesses and services are needed in town? c. What role(s) does the City play in achieving commercial vitality? · What is the appropriate balance of regulations and incentives to advance the goal of commercial vitality? 1. Uphill Economy A related top goal of Council is to establish Aspen as a leader in the four-seasons Uphill Economy, diversifying our economy without relying on development. As outlined in the Uphill Economic Development Plan, this goal ties into the economic vitality goal, because its aim is to increase economic resiliency and diversify the economy without relying on development. The regulations and incentives considered as part of the commercial vitality goal may have a direct impact on the implementation of the Uphill Economy goal. QUESTIONS FOR COUNCIL: a. Should the relationship between Commercial Vitality and the Uphill Economy be included in the City’s approaching to achieving BYY #5? b. To what extent does Council’s interest in commercial space to support commercial vitality relate to the Uphill Economy concept of providing space to promote Uphill industry businesses? c. Should regulatory or incentive tools be pursued to achieve integrated BYY #5 and Uphill goals? 2. Essential Business Overlay (EBO) Zone District In 2017, Council adopted the EBO as part of the AACP-LUC coordination process. It is intended to provide alternative standards from underlying zoning to encourage the development of spaces useful to locally serving, non-traditional, or other uses not anticipated in the zoning code. This zone is a voluntary overlay that may be applied to properties in the Service/Commercial/Industrial (SCI) and Neighborhood Commercial (NC) zone districts. It is a fully discretionary review by City Council. Although the EBO has been formally adopted into the land use code, it has not yet been used. P3 I. Page 3 of 6 Adopting EBO standards such as use mix variations, floor area bonuses, or setback reductions have the potential to contribute towards Council’s goal of commercial vitality by creating space to retain and attract small, local and unique businesses. For example, the EBO could be applied to a property the SCI zone District, where incubator space is not anticipated in the underlying zoning. Applying an alternative use standard to the EBO zone district that allows for incubators in the SCI zone district could be enticing to a developers or business owners. There is also a relationship to the Uphill Economy, in that business incubators could be a tool to support start-ups looking for a new to conduct R&D and small-scale manufacturing of uphill products. However, given past discussions and direction, there is likely a balance that needs to be achieved between any additional incentives. QUESTIONS FOR COUNCIL: a. Does Council support exploring opportunities to align the EBO with Uphill economic development goals? b. Does Council desire any further work on the EBO at this time? 3. Live-Work Spaces Live-work spaces function as a regulatory and incentive-based tool to provide affordable housing to residents who want to start a business in a combined commercial and residential space. During the moratorium, staff facilitated a series of community outreach sessions to gauge public perception regarding the balance of retaining sufficient commercial space in commercial zone districts with the need to allow for the development of additional affordable housing. Comments were mixed between those who thought affordable housing is appropriate in commercial zones, because it provides additional housing and more “lights on” throughout the community, and those who do not, because it potentially displaces commercial uses. The moratorium ultimately eliminated new free-market residential units in the Commercial Core (CC), Commercial (C-1), Neighborhood Commercial (NC), and the Service/Commercial/Industrial (SCI) zone districts in response to negative impacts to commercial uses. Although the moratorium maintained the ability for development to include on-site affordable housing in commercial zones, it was significantly reduced. Deed-restricted live-work spaces serve as both a regulatory and incentive-based tool. Live-work spaces could provide a way to balance the need to increase Aspen’s housing stock while increasing the availability of commercial space for diverse business types. Deed restrictions and use limitations could include language that classifies living spaces as Resident Occupied and requires commercial units and residential units to be purchased and occupied together. Further requirements could include a list of the types of businesses that are permitted in the live-work spaces. The flexibility and convenience of live-work spaces could be enticing to small business owners or those who aspire to create a start-up but are deterred by the challenging development, business, and housing environment in Aspen. Certain properties in SCI have previously functioned in this way, and some SCI property owners have expressed interest in allowing live-work spaces. QUESTIONS FOR COUNCIL: a. Would council consider allowing live-work spaces in targeted commercial zone districts with occupancy and use requirements? · Which zone districts would be appropriate for live-work spaces? P4 I. Page 4 of 6 4. Small Lodge Preservation Program (SLPP) The City of Aspen’s Small Lodge Preservation Program (SLPP) functions as both a regulatory and incentive- based program to maintain the mix of traditional lodging options in Aspen. SLPP provides a range of benefits for lodges wishing to participate, including expedited review of land-use cases and building permits, building permit fee reductions, free building code evaluations, and right-of-way improvement rebates. As a component of SLPP, the City of Aspen partnered with the Community Office for Resource Efficiency (CORE) to establish the Small Lodges Energy Efficiency Program (SLEEP). SLEEP subsidizes energy efficiency upgrades and provides energy efficiency assessments and coaching to lodges participating in the program. In 2015, Council budgeted $20,000 for the program, and CORE and the City contribute a total of $100,000 annually to fund the rebate and incentives in the program. To date the City and CORE have spent $286,332 on energy efficiency upgrades in small lodges. Since the adoption of SLPP, several lodges have taken advantage of many of the available benefits and incentives, including two lodges which have signed agreements to remain lodges for 5 years in exchange for access to the reduced permit fee incentive. Staff and SLPP member lodges believe the program to be one of the most effective on the books at delivering on numerous Council goals, climate action, and AACP policies with respect to lodge preservation and commercial vitality. Lodges can continue to participate and use incentives through 2020 when the program is set to expire. Given the success of the program relative to its cost and that it is an existing program, extension and possible expansion of the program is a cost effective and a direct way for Council to achieve aspects of the commercial vitality goal. Staff suggests that extension and possible expansion of the program past 2020 will help deliver on Council’s commercial vitality goals. QUESTIONS FOR COUNCIL: a. Does Council support the extension of the program past 2020 at this time? 5. City-Owned Spaces The City of Aspen owns commercial spaces which it leases to various businesses at subsidized rates. The incentive of renting subsidized commercial space combined with the regulations embedded in the lease adds to the inventory of small, unique, locally serving business in the community. These leases contain language that includes requirements for businesses to provide year-round, local service at affordable prices. The City has experienced some success in leasing public commercial space to commercial tenants, and overall those spaces and the businesses they support have value to the community and commercial mix. However, the concept of local government leasing subsidized commercial space to businesses is challenging, and it occasionally leads to unintended consequences such as difficulties enforcing certain lease or development approval requirements. For example, the lease requirements included in the Cooper Street Pier redevelopment have failed to deliver an occupied commercial space. Despite these challenges, the leasing of city-owned commercial space can serve as an incentive to retain and attract small, locally-serving businesses. Expanding the program of acquiring and leasing city-owned spaces could present an opportunity to attract and retain a wide range of businesses. Additionally, the acquisition and use of City-owned spaces may help develop and attract uphill industry businesses; all of which ultimately works towards achieving Councils goal of commercial vitality. The continued optimization of the use of City- owned spaces and the possible acquisition of more is a potential component of Councils approach to improving commercial vitality. However, there is potential for existing or new small businesses not located in City space to feel they are at a disadvantage. Staff would recommend extensive outreach with the business P5 I. Page 5 of 6 community if Council is interested in pursuing this option. Attached as Exhibit C, is an analysis for all current City of Aspen commercial spaces. QUESTIONS FOR COUNCIL: a. Should the City do anything different related to leasing city-owned spaces? · What criteria should be applied to selecting tenants? · If the City should consider acquiring new commercial spaces, where, and at what cost? · What criteria should determine which businesses may occupy city-owned commercial spaces? · Should city-owned space be used for the development of a business incubator? b. Should the leasing of city-owned commercial space be considered as a future strategy to attract a business involved in the Uphill Economy? 6. Cooper Street Pier Space The Cooper Street Pier space is currently deed restricted for a restaurant, bar or brewery. The space continues to be vacant, despite attempts to find a tenant. City staff has met numerous times over the last few years with the representatives of the Cooper Street Pier space to discuss potential options for the deed restricted basement space. Recently, individuals have approached both the owner and the City to discuss options for other types of uses, including gym/fitness businesses. Other uses are not permitted under the current covenant and it appears the conversations with these potential operators have ceased. Given that fact, staff seeks general direction on how to move forward. Based on the recent discussions and the covenant, staff and the owner believe there are four potential options moving forward: 1. Stay the course – the space would need to be finished out, and renewed marketing efforts would need to take place. Under this option, Council could consider if the city should assist with costs related to permitting, finishing the space, and advertising it. 2. Allow additional uses – this would be a discussion of what uses should be allowed. This could be all commercial core uses, service uses (gyms fall in this category), retail, or incubator commercial, etc. Under this option there would also need to be renewed advertising. A tenant finish for a non- restaurant is likely less expensive because a commercial kitchen would not be required. 3. Allow a buy-out of the deed restriction – Given the difficulty in finding a tenant under the current restriction, a third option is to have the owner pay the city some amount to buy-out of the restriction. This could be an opportunity to use the buy-out funds to help set up incubator commercial opportunities, or for other Council goals related to commercial vitality or uphill. Council may have other options to consider, and both the staff and owner are interested in that feedback. QUESTIONS FOR COUNCIL: a. What is Council’s direction for this space? 7. EPIC Permitting Process In 2017, Community Development rolled-out the EPIC (Expedited Permit in the Commercial Core) permitting process, which expedites the issuance of small-scale commercial building permits such as tenant finishes. The process was designed to address the fact that the building permit queue does not distinguish between the scope or complexity of most permit applications, leaving many small-scale permits in line behind more complex permits which may require significantly more P6 I. Page 6 of 6 review time. Building permit applicants seeking minor improvements to commercial spaces in advance of high business season were often left waiting longer than preferable to receive their permit. This situation created burdens on businesses community, which came with financial and public perception costs. In response to public input and internal process and policy analysis, Community Development created the EPIC permit process to address this issue for the business community. To date, Community Development has processed 36 EPIC permits. As intended, this process has significantly reduced the wait time for this type of building permit, often taking weeks instead of months. This allows new and remodeling businesses to clearly identify project completion timelines, better time remodel activities with on and off seasons, and lowers project and down time costs. However, the EPIC program has costs associated with it. By expediting specific permit types, the queue is made longer for those permits not qualifying for expedited review. This does little to improve the public’s perception of wait times for building permits. Also, by moving faster on EPIC permits, the chance is increased that the relevant review agencies may miss a review criteria or referral agency issue. While the EPIC process has not yet lead to bad outcomes for planning and building review, the potential is there. These costs should be weighed against the benefits of the EPIC program as part of a larger discussion about the relationship between the permitting process and Council’s policy goals for commercial vitality. QUESTIONS FOR COUNCIL: a. Does Council wish to continue the EPIC program to support its commercial vitality goals? NEXT STEPS: Based on Council direction, staff will move forward with public outreach and policy discussions to implement Council’s preferred priorities. ATTACHMENTS Exhibit A – Regulatory & Incentive Tools Checklist Exhibit B – White & Smith, Commercial Mix Strategies to Preserve Locally Serving Businesses report Exhibit C – Analysis of current City of Aspen Commercial Spaces P7 I. Exhibit A, Regulatory/Incentive ChecklistToolsRegulation IncentiveYDevelopment Standards ModificationsX NUse Mix AllowancesX YPublic-Private Partnerships X NZoning ModificationsX NDesign Guideline ModificationsX NNUse Size Restrictions XNOccupancy Restriction/Resident Occupied RequirementXNChain Store/Formula Retail Restrictions XYConditional Use/Special Review to vet proposalsXNOn-Site MitigationX NZoning Modifications X NHome/Work ProximityX NYExpress Lane for Land Use ReviewsX YExpress Lane for Building Permit Reviews X YFree Building Code AssesmentsX YSmall Lodge Energy Efficiency Program X YType of Tool3. Small Lodge Preservation Program2. Live-Work Spaces1. Essential Business Overaly Zone District (EBO)Menu of Commercial Mix Regulatory Tools•Preserve Aspen's existing bed base•Market-based incentives•Strong cost/benefit ratio•Existing program delivers AACP lodge goals•Preserve affordable/reasonable accomodation for broader income levels•Public subsidy to lodge sector•Ongoing public costs•No guarantee of lodge unit price point ProsCons•Market-based incentives•Leverage use of space in NC and SCI zone districts•Promote locally serving business •Live-work space opportunity •Business incubators opportunity •Other non-traditional commercial & mixed-use development opportunity •Limited control over types of businesses in development •Promote redevelopment of properties •Provide additional affordable housing in town•Promote economic diversification•Promote economic resiliency •Promote entrepreneurship •Support locally-owned businesses•Micro-unit opportunity•Deed-restricted commercial units•Potential loss of commercial FAR to residential space in SCI•Incentivize redevelopment of properties In Current CodeSmall Lodge Building Permit Fee Discounts X YRight-of-way Improvements RebateX YSmall Lodge Planning AssistanceX YN/ASubsidized Commercial SpaceX N/ACity-Negotiated Leases XN/ALegacy Business ProgramX NSecond Tier Commercial Space X X YCommercial Deed Restrictions X X N/ACity Sponsored Business IncubatorX N/A•Increase the number of unique, locally serving businesses •Ensure locally serving business occupies space to achieve city policy goals •Challenge to ensure leases deliver desired outcomes •Up-front and ongoing city costs4. City-Owned Spaces P8I. Mark White, White & Smith, LLC 230 SW Main Street, Suite 209 | Lee’s Summit MO 64063 816.221.8700 (p) | 800.756.2798 (f) www.planningandlaw.com City of Aspen Commercial Mix Strategies to Preserve Loca lly Serving Businesses June 25, 2008 P9 I. City of Aspen | Commercial Mix Strategies June 25, 2008 Contents 1. Introduction ................................................................................................................ 2 2. Steps to Creating Locally Serving Businesses.............................................................. 3 3. Police Power Options .................................................................................................. 6 3.1 Existing Zoning Tools ........................................................................................... 6 Use existing districts (S/C/I and NC) ........................................................................... 6 Expand and modify the S/C/I and NC Zone Districts .................................................. 6 Tailored Use Lists ........................................................................................................ 7 Local Serving Zoning District ....................................................................................... 8 Basic Size Restrictions ................................................................................................. 8 Discretionary Review .................................................................................................. 9 Reduce the amount of land zoned for HECU space .................................................... 9 Prohibit Offices in Basements or Pedestrian Malls .................................................. 1 0 Height / floor area bonus .......................................................................................... 10 3.2 Use Quota ......................................................................................................... 10 3.3 Mitigation .......................................................................................................... 11 3.4 Fee in Lieu ......................................................................................................... 13 3.5 Growth Management Quota System (GMQS) Scoring ..................................... 14 3.6 Ratio based program ......................................................................................... 14 3.7 Commercial Rent Control.................................................................................. 15 4 Fiscal or Public-Private Partnership Tools ................................................................. 15 4.1 Community Enterprise ...................................................................................... 15 4.2 Excise Tax .......................................................................................................... 20 4.3 Succession Planning / Proactive Redevelopment ............................................. 21 4.4 Economic Development Director or Building Staff Capacity ............................ 22 4.6 Development agreements ................................................................................ 26 Conclusions ....................................................................................................................... 27 Appendix A: Regulatory Approaches ................................................................................ 28 Appendix B: Palm Beach, FL Town-Serving Commercial Regulations .............................. 31 Endnotes ........................................................................................................................... 41 P10 I. City of Aspen | Commercial Mix Strategies June 25, 2008 1. Introduction The City of Aspen is seeking ways to encourage a sustainable mix of businesses in the community. In recent years, rising land costs and market conditions have squeezed many of the City's locally serving businesses, along with businesses that create the unique character and flavor of Aspen's commercial core. As land costs rise and demographics change, businesses that cater to a luxury market or similar, high end businesses can outbid locally serving businesses for limited space. The City fears that this could: 1. Drive businesses that provide day to day goods and services to more affordable locations downvalley; and 2. Replace the "messy vitality" of the City's existing core with a monoculture of luxury businesses; and 3. Undermine the traditional energy of the City's downtown core with less active businesses - such as a storefront that provides an address, but few retail goods that generate pedestrian activity along the street; and 4. Crowd out businesses that cater to the City's existing permanent population with those that provide goods and services that are largely within the exclusive reach of its more affluent visitors. While other communities have struggled with the issue of commercial mix, there are surprisingly few good examples. While many communities around the nation have dealt with an influx of retail chains through "formula-based" ordinances, few local governments have developed programs that are designed to keep commercial or retail businesses affordable to local residents, and fewer still have programs that are targeted to character-based businesses. Land use regulations that are targeted to affordable retail or retail gentrification are rare. Some cities have developed "use quota" systems or neighborhood commercial approaches that are offer loose This report uses several unique terms: Locally Serving Business refers to establishments that provide products that meet the day to day needs of City residents. These include groceries, medicine, clothing, and similar items. Several businesses, such as Carl’s, currently provide some of these products. Otherwise, residents must commute or order them online. Character Based Business means an establishment that contributes to the City’s unique character, and that has traditionally attracted a local clientele. The Red Onion is an example of this type of business. For brevity, this report refers to locally serving and character based businesses collectively as “LSB.” High End Commercial Uses (HECUs) are those that offer a limited product line that caters principally to an upper income or a tourist oriented customer base. These can include high-end, designer clothing stores, jewelry stores, art galleries, and similar establishments. P11 I. City of Aspen | Commercial Mix Strategies June 25, 2008 parallels to what Aspen is trying to achieve. The City planning staff and consultants have summarized these approaches in prior correspondence to the City. The City of Aspen recognizes that a combination of approaches is appropriate. While no other jurisdiction that has addressed this issue is facing the same issues, or the same type of market conditions, there are pieces of each approach that could apply to Aspen. This memo summarizes the research we have collected. This involved a review of over 506 studies, reports, articles and other secondary sources, internet and Westlaw court case searches, and desktop searches of the White & Smith, LLC digital library of 42,000 local code and planning documents. Specifically, this report focuses on tools that involve not only mitigation, but also on direct public-private partnerships or financial assistance. 2. Steps to Creating Locally Serving Businesses Any program the City chooses to establish will involve the following logistical issues: 1. Creating or Preserving Space – how do we create space that is available for businesses that provide day to day goods or a unique, local flavor? How do we attract businesses to those spaces? 2. Institution/Staffing - who administers the program? Is the agency independent, quasi-independent, or an arm of the local government? 3. Beneficiary selection - how does the agency choose businesses that participate in the program? If program resources are limited, how does the agency choose one business over another? What are the criteria? 4. Oversight - how does the agency monitor a business' compliance with program criteria? To address these logistical issues, each approach will require the City (or other participating entities) to create an administrative program. Because provide LSB space through regulations or public initiative is a unique issue with little precedent, it will evolve over time. An example is the City and County’s pioneering employee housing mitigation program. There were few examples of how this works when the City initially established the program. The program is now a complete system with land use regulations and public initiatives that create space for employee residences, and a program to oversee how the units are occupied and maintained. A similar system is needed to ensure that LSBs are created, occupied by appropriate business entities, and maintained as a LSB over time. This involves the following steps: P12 I. City of Aspen | Commercial Mix Strategies June 25, 2008 1 Define “locally serving business” Define what locally serving retail (LSR) means in Aspen. The definition could reference the size, nature, or product line of the business. 2 Draft code amendments If the program involves an exercise of the City’s police or taxing powers, such as a mitigation requirement, the program will require changes to the Land Use Code or the general code. A program that involves a taxing power (such as an excise tax for new construction) may also require voter approval in advance of the tax. 3 Create administrative agencies Any concerted effort to create LSBs will involve a significant commitment of staff resources. The City could either add new staff to existing departments, or create an economic development agency that administers the creation and oversees or inspects the ongoing operations of the LSB. The agency could also assist with incentives for creating or maintaining the space. 4 Administration This involves a number of tasks: (1) Day to day permitting activities that apply the code or program. (2) Administering the new space or money collected. The City could seek external programs (State/Federal) that encourage LSBs. The money could also support a planning project that creates an LSB overlay district that eases restrictions or that pays City regulatory and impact fees. 5 Enforcement When the LSB space is created, it will constantly update its management and inventory. Regardless of the type of business, the product line will include a variety of goods and services at various prices. As the product line changes, the business could evolve from one that originally catered to a local clientele, to one that begins to serve a luxury or tourist oriented customer base. This could evolve slowly. For example, a clothing store could have a single rack with a more expensive set of designer items, and the balance of the store devoted to day to day sundries (such as t-shirts and underwear) or affordable apparel. This luxury items could provide a profit margin that subsidizes the lower margin on the locally serving items. As the business grows, it might start to allocate more rack space to designer clothing, eventually crowding out the locally serving items. At what point is the business no longer an LSB? What happens then? Does the City issue a notice of violation and shut down the business? Does it assess a penalty on the luxury items? Who inspects the allocation of rack space and sales of luxury P13 I. City of Aspen | Commercial Mix Strategies June 25, 2008 items, and how? These issues could become critical if the program is to have its intended result. Otherwise, new HECUs are approved or receive regulatory or financial incentives, while the community benefit eventually disappears. The regulatory, financial and public investment tools discussed in this report can create or reserve space, maintain the space as LSB over time, or both. They can also be classified as police power (regulatory) or financial or public-private partnerships (such as a City Economic Development Director who seeks out financial incentives for LSBs). The following table summarizes these techniques by their classification. These techniques are discussed in greater detail later in this report. A separate matrix summarizes the advantages and disadvantages of these techniques. Technique Regulatory Financial / Public Participation Provides or Preserves Space Maintains Space Existing zoning tools* Use Quota Mitigation Fee in Lieu GMQS Scoring Ratio based program Commercial Rent Control Community enterprises Excise Tax Succession Planning / Proactive Redevelopment Economic Development Director Direct financial incentives Build staff capacity Development agreements * This includes using or expanding the S/C/I or NC districts, refining the list of permitted and conditional uses, creating a Local Serving Zoning District, establishing size restrictions, discretionary review, downzoning, prohibiting offices in basements or pedestrian malls, and establishing a height or floor area bonus for providing LSB space. P14 I. City of Aspen | Commercial Mix Strategies June 25, 2008 3. Police Power Options 3.1 Existing Zoning Tools The tools discussed below rely on the use of conventional zoning tools for LSB space. Generally, these tools involve the fewest changes to the City’s existing regulatory system, and the least aggressive approaches in terms of new forms of regulation or financial impacts. (A notable exception is downzoning). Use existing districts (S/C/I and NC) The City’s existing Service/Commercial/Industrial (S/C/I) and Neighborhood Commercial (NC) districts are already designed to encourage locally serving uses. S/C/I is designed to accommodate employment based uses rather than the types of LSB uses discussed in this report. Most uses limit retail uses to 25% of floor area. Commercial uses are limited to a maximum FAR of 1.5:1 out of an overall FAR of 1.5:1. The NC district allows “neighborhood commercial” and service oriented uses, and is specifically designed to “accommodate the commercial uses serving the daily or frequent needs of the surrounding neighborhood.” Commercial uses are limited to a maximum FAR of 1:1 out of an overall FAR of 1.5:1. The advantage of these districts is that they have worked well, are a familiar technique, and accommodate LSB space where it is needed. The City would continue to use these districts to provide LSB space if it believes that the current amount of LSB space is appropriate and will continue into the future under the current mix of district regulations. However, the uses in these districts are not restricted to LSB space. There is nothing in the standards that require space to accommodate the needs of local residents. In addition, the permitted uses also accommodate a number of uses, such as office space, that could supplant LSB space without providing local goods and services. Expand and modify the S/C/I and NC Zone Districts This alternative expands the S/C/I and NC Zone Districts by rezoning some areas from existing zoning categories to S/C/I and NC. As an alternative, the City could modify the district standards to include specific references to LSB businesses, such as grocers, pharmacies, and similar uses. The district regulations could reserve a minimum FAR for LSB uses or cap FAR that is devoted to HECU space. P15 I. City of Aspen | Commercial Mix Strategies June 25, 2008 If the City believes that these districts currently work well in their current configuration, these types of modifications could significantly disrupt the current economic and neighborhood balance. In addition, any change in regulations would apply uniformly throughout the districts. This could expose some sites to development of LSB space where it is not appropriate, or will supplant space for other uses the City desires. Tailored Use Lists The list of permitted uses within each zoning district is typically very broad. For example, the NC district allows “retail and restaurant uses” and “neighborhood commercial uses” on all floors. The Land Use Code currently defines “neighborhood commercial” uses as follows (Land Use Code § 26.104.100): Commercial establishments engaged in the selling or renting of consumer goods and merchandise to the general public and the rendering of services incidental to the sale or rental of such products. Neighborhood commercial uses shall include retail uses (with the exception of restaurants and nightclubs and bars), post office branch, artist studio, commercial kitchen, bakery, food market, neighborhood café, broadcasting facility, movie theaters and the sale or rental of motorcycles, motor-drive cycles and motorized bicycles as defined by Section 42-1-102, C.R.S, nonmotorized vehicles such as bicycles, clothing, sporting goods, jewelry, books, videos, prescription drugs, liquor, hardware, furniture and art and similar uses and activities. While this definition embraces a number of specific uses, many of these uses guarantee that the business will furnish day to day goods and services. For example, a clothing store could provide only high end merchandise and still qualify as a clothing store. In addition, some uses – such as artist studios and jewelry stores – do not provide day to day sundries at all. Others, such as motorcycle sales, might not be appropriate in a neighborhood setting. The City could revise the list of permitted uses the NC and other commercial zoning districts to exclude uses that are too numerous or that are not locally serving. This breaks the broad uses into specific use categories. This has the advantage of more carefully calibrating the uses in each district to their intended function. The City can then develop FAR allocations or growth management incentives that tie directly to the newly defined uses. A comprehensive revision of permitted uses is also a major zoning update that could involve significantly more work than the City is looking for with this project. Opening a P16 I. City of Aspen | Commercial Mix Strategies June 25, 2008 debate on the list of permitted uses becomes an extensive zoning update. This is a worthy task, but beyond the narrow scope of this project. Local Serving Zoning District Instead of completely revamping the S/C/U or NC districts, this option involves a new district that is geared to LSBs specifically. It could be a base district, or an overlay district that has the same dimensional standards as the S/C/I or NC but a narrower range of uses that are locally serving. The City could also tie LSB requirements to size, type of use, or similar factors. An example of an LSB district is the City of Palm Beach, Florida’s “C-TS” town-serving commercial district. This district classifies all commercial uses over 2,000 square feet as a special exception, and requires to demonstrate that they are “town-serving.” This district, originally adopted in 1974, survived a court challenge in 1991 by an applicant who attempted to convert an existing 7,000 square foot restaurant to a chain clothing store. The court upheld the Town’s determination that the use would not be town serving, and rejected a takings challenge.1 In conversations with the Palm Beach planning staff, the applicants demonstrate that a use is town serving by having an accountant or similar professional certify this in the application. The town serving requirement is time consuming - they require an annual report at the time the applicant renews its business tax license. A CPA certifies that they have reviewed the documents and determined that a percent of business is derived from townspeople (defined as residents, etc.). Of 2100 businesses on the island, about 100 have to provide the report annually. Their staff indicates that no enforcement actions have been brought, and that review of the submittal is cursory. Palm Beach’s restriction is a district that is tailored to those that are locally-serving, and also uses size restrictions and discretionary review (discussed below). Basic Size Restrictions A size restriction would limit the size of commercial uses, on the theory that smaller uses are more likely than larger uses to be locally serving. This could be tied to a requirement that uses that exceed the threshold demonstrate they are locally serving (as in Palm Beach, discussed above), or reserve a designated amount of space for LSBs. A fundamental problem with this approach is the lack of evidence that smaller uses are, in fact, locally serving. Our anecdotal observations are that the opposite is true. Smaller spaces can provide storefronts for luxury goods, while many types of LSBs – P17 I. City of Aspen | Commercial Mix Strategies June 25, 2008 such as grocers – often demand larger floorplates and larger sites for delivery, loading, parking and display than, for example, a small jeweler or designer clothing storefront. Discretionary Review This technique apply conditional use review to designated uses (e.g., luxury clothing or jewelry stores), or uses that exceed a designated FAR threshold. The criteria could range from a requirement that the applicant demonstrate that they are locally serving (as in Palm Beach, above) to more flexible standards such as a point system. This approach has been used in other places, but usually on a case by case basis for larger scale projects rather than as part of a uniform set of criteria. For example, the developer of the Upper Rock district In Rockville, Maryland converted an existing suburban business park into a mixed-use neighborhood. The project includes 844 residential units at moderate prices, two office buildings and a small amount of retail. This includes an 8,000 square foot market center designed to offer relatively cheap space for startup businesses. This approach could yield results, but is unpredictable. It could require several applicants to shoulder a larger community need. It also relies on applicants and the city to negotiate conditions of approval that are fair and effective. Staff reports that the City has required LSB conditions in the past. However, they are not common today. Reduce the amount of land zoned for HECU space As with S/C/I and NC, the CC and C-1 districts also accommodate retail and “neighborhood commercial” space. As with those districts, HECUs are also permitted on space that could otherwise accommodate LSBs. These are the locations that absorb most of the City’s HECU spaces. The City could rezone these areas to alternative districts – either to NC or to a new, LSB district. An applicant who wishes to establish and HECU would need to rezone to accommodate the use. Mitigation of impacts on LSB space needs could be addressed as a condition of rezoning. This approach requires downzoning, which is potentially controversial. In addition, many of the HECU uses currently permitted are not necessarily inappropriate in these locations. The real problem is the monoculture effect, where the aggregation of these uses crowds out LSBs. Eliminating HECUs entirely could excessive in relation to the problem, and could invite litigation. The City could address this situation by allowing nonconforming HECUs to continue or expand. However, there are more flexible tools to address the problem than a downzoning. P18 I. City of Aspen | Commercial Mix Strategies June 25, 2008 Prohibit Offices in Basements or Pedestrian Malls Offices are currently prohibited on the first floor in the CC district. This allows offices in basements or second floors. LSBs are appropriate locations for basements or pedestrian malls. Prohibiting offices in these locations eliminates absorption of these spaces by at least one form of HECU. The disadvantage of this technique is similar to that of the zoning techniques discussed above, because it does not proactively ensure that LSBs will occupy the space. It also further limits office locations, which already compete with housing for space. Height / floor area bonus Intensity (height, floor area) bonuses are a common way to incentivize public amenities. The concept could also apply to LSB space. For example, Overlake Village in Redmond, Washington has created a neighborhood-scale retail center. A focus of the commercial development was to encourage small, local businesses to remain in the neighborhood. In order to promote this, the city developed a plan that provides an incentive for developers in the form of additional floor area and building height to incorporate a percentage of ground floor retail space at or below market rate in order to provide affordable retail space for small, local businesses in the area. The incentive program also allows for a wider range of commercial uses as a bonus for provision of certain public amenities. Adding floor area entitlements could conflict with the City’s overall growth management and carrying capacity policies. Height limits are a important issue to City residents. If the City pursues this approach, the policy trade-off should be clear from the outset – that the gain in LSB space is worth the additional height. 3.2 Use Quota This technique limits the number of designated uses that are permitted in a district. It strikes a compromise between allowing those uses without limitation and banning them completely. By reserving spaces for other uses, it increases the likelihood that the district will truly reflect a mix of uses, rather than a single use that happens to command the highest rents at a particular point in time. Use quotas have been used successfully by other communities, such as Berkeley, California. As with restricting office space, the technique does not ensure that LSB’s will occupy the space that is not available to HECUs. However, it does allow the City to more closely calibrate its zoning districts to the desire mix of uses than does conventional zoning. P19 I. City of Aspen | Commercial Mix Strategies June 25, 2008 3.3 Mitigation Mitigation relies on developer contributions to mitigate their impacts on the City's commercial mix. This is similar in concept to the City and County's employee housing mitigation program. The employee housing mitigation program calculates the number of employees generated by new development, and requires applicants to provide housing to mitigate the demand that this creates. Similarly, a locally serving business or commercial mix mitigation program would require applicants to mitigate their impacts on locally serving retail by providing affordable space. The applicant could provide the space onsite, or through a contribution (such as a fee in lieu) to provide the space at another location. This discussion assumes that the property owner would mitigate by providing space onsite. No local governments have used this approach to date for local retail. Therefore, Aspen will pave new ground if it opts for a mitigation approach. In addition, if locally serving retail space is allowed to remain under the developer's control or ownership, it is not clear how courts would characterize this approach. However, there are general principles involved in computing mitigation requirements that the City should follow in order to ensure that the mitigation is equitable and legally defensible. These suggest a number of steps to create a defensible mitigation system. These steps are: 1 Document how LSB and HECU space has changed over time The City has engaged a local business person and a real estate broker to track business activity over time along with changes in commercial real estate in the City. The studies will assess the changes in commercial lease rates and land use mix over time, along with the factors that contributed to these changes. These studies should document how luxury businesses contribute to the decline in LSBs, and provide a basis for a predictive model that ties increases in luxury businesses to changes in LSB space. 2 Prepare a nexus study This requires the following subtasks: (1) Document that new development creates a need for and benefits from locally serving goods and services and. This establishes the “nexus" between new HECU space and the demand it creates for locally serving retail. This study could use applicable industry literature (i.e., how local retail "follows rooftops") coupled with some local data such as building permits for residential, HECU and LSB space, sales tax trends, trend in lease rates and land costs, etc. P20 I. City of Aspen | Commercial Mix Strategies June 25, 2008 (2) Document that the mitigation requirements are proportionate to the demand created by the proposed development. This includes how much LSR is needed to serve unit of residential or commercial, non-LSR development. This leads to an important limitation of mitigation. While new development or uses may increase the amount of LSB space needed, there is probably an existing need for LSB space. The City cannot require developers to correct this existing “deficiency” of LSB space. Developers can voluntarily do this (as with development agreements) and can provide surplus space as an incentive item. However, the City cannot require mitigation for deficiencies, but instead is limited to the marginal increment of space required by new growth. (3) Document the economic impact of the regulations on new development. If the economic impact is too severe, the City may consider either reducing the mitigation amount or softening the regulatory impact with incentives, additional height or FAR, or similar compensatory measures. 3 Draft code amendments The Land Use Code would be amended to require mitigation, set up reporting and monitoring requirements, and provide for inspection and enforcement. 4 Administration This involves a number of tasks: (1) Day to day permitting activities that apply the code. Staff, the Planning Commission, or City Council must determine whether a business is locally serving or not, assess the mitigation requirement, and ensure that it is delivered. (2) Revenue collected: The City must decide what to do with the new space (or, if an in lieu fee is allowed, money collected). The space can remain under the ownership and control of the applicant, subject to inspection by the City, dedicated to the City or an agency designated in the Land Use Code, established as a community enterprise (see discussion in Part 4.1 Community Enterprise, below), or provided as part P21 I. City of Aspen | Commercial Mix Strategies June 25, 2008 of an ongoing community enterprise. 5 Enforcement The program should include procedures for inspecting and monitoring space provided through mitigation to determine whether it remains locally serving. Because the retail sector constantly turns over its inventory, this is a difficult task because the City will need to set product types or price levels and percentage of stock requirements (or similar metrics) to determine whether the space is considered an LSB. The City could rely on the existing enforcement mechanisms in the Land Use Code to enforce violations, or consider additional standards such as a penalty for merchandise above the trigger level that is not considered locally serving. 3.4 Fee in Lieu The space provided by an HECU onsite might not work for an LSB enterprise. Because lots and parcels in Aspen are small and FAR is restricted, the space available for an LSB might be too small to operate the business, provide for delivery and loading, accommodate parking and to maintain and display inventory. This makes it difficult for the HECU to find the right tenants and, if they are available, to allow for the success of the ongoing operation. The tight spaces could also create conflicts with the HECU’s operations. In addition, because nexus studies are not completed, it is unclear how much space is actually needed for LSBs at this point. If the amount of space needed Citywide is small but individual operations require more space than an HECU applicant can offer, and onsite mitigation requirement could simply result in a proliferation of small spaces that exceed the City’s aggregate space needs but, individually, cannot meet the needs of future retailers. This type of situation is common with park land dedications. In most communities, each new subdivision creates a need for an increment of park space. However, the individual space a subdivision can provide is sometimes too small to provide the recreational or open space functions for new parkland, or to be effectively maintained. Most communities allow the subdivider to pay a fee in lieu of providing the space. This provides funding for the community to establish space with sufficient land and at a location where it is workable. The same is true for LSB mitigation. A small area in the back of an HECU might not provide space for an LSB to operate. However, a larger space at a better location could make it easier to find the right tenants, that they remain successful, and that they are able to deliver the types of products that the community is looking for with program. P22 I. City of Aspen | Commercial Mix Strategies June 25, 2008 3.5 Growth Management Quota System (GMQS) Scoring In 2007, the City moved from a mechanical growth management system to one that ranks projects based on community objectives. This encourages projects to incorporate features that coordinate with the City's goals and objectives for new development, and allows preferred projects to move through the process quicker. The City could add LSB projects, or those that include LSB space or mitigation, to the ranking system. This is a powerful incentive for development, and could encourage businesses to work out creative solutions to mitigation and the City's LSB needs before applications are submitted. 3.6 Ratio based program Based on the City's ongoing studies of its commercial mix over time, the City would develop an optimum mix of LSB to HECU or unrestricted commercial development. Using its growth management powers, it would then develop a "carrying capacity" for HECU or unrestricted commercial space based on the amount of LSB space. This is similar to an "adequate public facilities ordinance" (APFO) or "concurrency" program, where a community develops a level of service (LOS) for infrastructure and then ties new development approval to the availability of infrastructure. The community typically develops a capital improvements program that shows when infrastructure will become available and how it is financed. While an APFO does not require new development to pay a fee or to mitigate, it must wait until infrastructure is available for proceeding. Many programs give developers the option to mitigate by accelerating the construction of improvements, and thereby moving through the process faster. In a similar vein, a ratio based program would compute how much new unrestricted commercial development (including, or limited to, HECU space) the City can accommodate based on its existing LSB inventory. The City would also develop a long term plan to provide LSB space through public-private partnerships, using the tools discussed on Chapter 4, below. If insufficient LSB space is available, the applicant has the option to scale back its proposed floor area to fall within the identified carrying capacity, or to wait until LSB space is provided. If the applicant does not want to scale back or or await the construction of LSB space, it can mitigate by providing space in kind or paying a fee in lieu of mitigation in order to accelerate the program. This program has the advantages of flexibility (because developers have different ways to comply) and defensibility, as it is tied directly to the community's goals and objectives for commercial mix. However, it is quite unusual in the context of community benefits P23 I. City of Aspen | Commercial Mix Strategies June 25, 2008 other than infrastructure, and would also require a significant amount of study to develop the appropriate numbers and metrics for the system. 3.7 Commercial Rent Control Commercial rent control directly limits the rent levels that landlords can charge for commercial space. While residential rent control is an established technique in other states (other than Colorado, where it is prohibited), commercial rent control is rare. It has been tried in New York City and Berkeley, California. In Berkeley, the program was invalidated by a federal district court, and the City later replaced the program with a system of use quotas. Rent control would make space more affordable to LSB tenants. However, taken alone, rent control would not ensure that affordable space is occupied by LSB tenants. Commercial rent control would rely on LSB tenants to seek out affordable space in the marketplace. 4 Fiscal or Public-Private Partnership Tools 4.1 Community Enterprise Community enterprises involve direct investment in and ownership of the enterprise by the affected community. A notable example is the National Football League's Green Bay Packers. The Packers are a business corporation2 whose shares are publicly traded and owned principally by its fans. The entity is a publicly owned, non-profit corporation with 4,750,934 shares of stock that are owned by 112,015 stockholders. Stock shares include voting rights, but the redemption price is minimal. Stock does not pay dividends, does not appreciate in value, and does not carry season ticket privileges. The articles of incorporation prohibit any person from owning more than 200,000 shares.3 This arrangement keeps the team under the control of its fans, rather than a unified ownership entity. This type of cooperative arrangement can also apply to locally serving businesses. Citizens in several western states have banded together to open community owned stores in response to the closing of existing stores, to fill the local shopping needs of residents. Others, such as the Willey Street Co-op in Madison, Wisconsin, simply provide food at affordable prices to its owners. The Willey Street Co-op has operated for 35 years in a traditional, compact neighborhood where most customers arrive on foot or bicycle. Others, such as the Powell Mercantile in Powell, Wyoming, were a response to an urgent community need for basic goods and services in a rural location. P24 I. City of Aspen | Commercial Mix Strategies June 25, 2008 Local residents become shareholders, meet periodically to vote on store issues, provide local civic and business leaders who oversee the community store, and forego dividends and appreciation in exchange for providing a community asset. These stores can provide a variety of products, such as clothing, shoes, furniture, and household items. There are many ways to structure a community enterprise:4 Consumer cooperatives A cooperative is an enterprise that is owned by its members (such as retail merchants), where each member has an equal say in decisionmaking and receives a share of any profits generated.5 The International Cooperative Association (ICA) defines a cooperative as an autonomous association of persons united voluntarily to meet their common economic, social, and cultural needs and aspirations through a jointly-owned and democratically-controlled enterprise.6 A cooperative operates under 7 general principles: 1. Voluntary, Open Membership: Open to all without gender, social, racial, political, or religious discrimination. 2. Democratic Member Control: One member, one vote. 3. Member Economic Participation: Members contribute equitably to, and democratically control, the capital of the cooperative. The economic benefits of a cooperative operation are returned to the members, reinvested in the co-op, or used to provide member services. 4. Autonomy and Independence: Cooperatives are autonomous, self-help organizations controlled by their members. 5. Education, Training and Information: Cooperatives provide education and training for members so they can contribute effectively to the development of their cooperatives. They inform the general public about the nature and benefits of cooperation. 6. Cooperation Among Cooperatives: Cooperatives serve their members most effectively and strengthen the cooperative movement by working together through local, regional, national and international structures. 7. Concern For The Community: While focusing on member needs, cooperatives work for the sustainable development of their communities through policies accepted by their members.7 A cooperative allows independent businesses to remain competitive with national retailers by giving small merchants greater purchasing power allowing them to lower the cost of P25 I. City of Aspen | Commercial Mix Strategies June 25, 2008 goods through volume buying and purchasing. Coops are often able to negotiate directly with manufacturers. Coops can also provide additional advantages to independent businesses including national advertising, brand identity, expert marketing and business advice. These have a long history in food retailing. A consumer cooperative is distinguishable from a membership cooperative. Membership coops include hardware alliances and grocery alliances such as the Independent Grocers Alliance (IGA). Coop members can vary widely in their operations and can individually tailor their own inventory. Independent retailers can form trade associations to cooperatively market, purchase, and engage in other joint ventures. One example in Boulder, Colorado is the Boulder Independent Business Alliance that was created in 1998 and now represents more than 125 businesses in the City. The role of the alliance is to represent independent businesses in public policy, promote members through joint advertising, and marketing, member to member discounts such as reduced rates on advertising though locally run media outlets, and future benefits such as pooled insurance programs and the formation of a community investment fund. Community Owned Business Under this option, the community provides start-up capital for a business that is owned and operated by a local entrepreneur. For example, local residents could capitalize a business, with modest interest rates or discounts. Community Corporations These are capitalized through stock shares sold to local residents. The bylaws typically stipulate that stockholders must live in the state. Community corporations are run by an elected board of directors. Investors generally seek community benefits rather than financial gains. Owner Occupancy by Private Corporations or Individuals Local retailers can ensure a stable location at a reasonable price if they buy their building or store. Cities can encourage this through property tax or income tax incentives, or low-interest loan funds dedicated to small business owners. Commercial Land Trusts (CLTs) A commercial land trust (CLT) borrows from the community land trust concept that has been applied to affordable housing. In the context of affordable housing, a land trust is a private non-profit corporation created to acquire and hold land for the benefit of a P26 I. City of Aspen | Commercial Mix Strategies June 25, 2008 community and provide secure affordable access to land and housing for community residents.8 A CLT can effectively establish and maintain affordable housing and the same model could be used for commercial buildings with the requirement that buyers or lessees be independent businesses. Commercial Land Trusts are funded mostly by CDBG funds. Publicly Owned Space The city itself could buy a commercial building and contract for its management with the stipulation that the space be leased only to businesses that serve community needs. Rents should be stable and below market. Identify Spill-Over Space The City can identify underutilized commercial districts and focus revitalization efforts there to make the district a viable location for local stores.9 Most of these enterprises are the product of local, private civic cooperation. These efforts do not typically involve local government. However, the City could play a role by becoming a shareholder, providing space, writing down land costs, offering grants or low-interest loans, or otherwise offsetting startup and maintenance costs. It could also provide matching grants or investments – for example, a pledge to buy a given number of shares for every designated increment of shares that are sold on the open market. The City could also establish an economic development department or dedicated staff to assist with ongoing management. A community enterprise raises a number of institutional and operational issues. These include: Ownership - many cooperatives assign a vote to each share. Others offer shares in blocks or other arrangements in an attempt to expand the sale of shares.10 Most cooperatives control either the absolute number or percent of shares that an individual investor can hold. Share Price. Higher prices yield more startup revenue if the market can support it, while lower prices could attract more investors. Most community owned cooperatives have priced their shares $100-500. The Willey Street Co-op prices its shares at $56, and allows this amount to be paid over time. It relies principally on product sales for ongoing revenues. Benefits of Ownership. Most community owned stores limit or deny dividends and price appreciation for shareholders because the investment is seen as a civic benefit. This also limits decisions that are motivated by solely by profit rather than the wider P27 I. City of Aspen | Commercial Mix Strategies June 25, 2008 public interest. Instead, ownership provides voting rights and access to information, such as newsletters. Shareholder Location. A cooperative could limit the sale of shares to local residents, in order to ensure that the operation and management is consistent with local needs. However, most community owned cooperatives have sold their shares on a statewide basis, which expands the universe of investors. Management. With most community owned stores, management is selected by shareholders. The following table summarizes the characteristics of several community owned businesses that provide locally serving products: Business Location Population (2000) Products Started Structure Own or Rent? Annual Sales Employees Store size Little Muddy Dry Goods, LLC Plentywood, MT 2,061 Clothing, yarn, bedding, shoes, gift items, jewelry 1999 LLC managed by members rent $240,000 5 6,000 Orono Community Pharmacy Orono, ME 9,112 Pharmacy 1999 Business Corporation Own (initially rented) 5 5,500 Powell Mercantile (the "Merc") Powell, WY 5,373 Department store 2001 Profit Corporation Own (initially rented) $560,000 10-11 7,500 Garnet Mercantile Ely, NV 4,041 Department store, furniture 2004 Corporation Own 7 10,000 Washakie Wear Worland, WY 5,250 Clothing 2002 Profit Corporation 12,000 P28 I. City of Aspen | Commercial Mix Strategies June 25, 2008 Business Location Population (2000) Products Started Structure Own or Rent? Annual Sales Employees Store size Willey Street Co- op Madison, WI 208,054 Groceries, sundries 1973 Membership Cooperative Own $17M 150 9,500 sf retail, 21,000 sf with basement and back room. 3,000 sf kitchen (production) facility offsite. Figure 1 Willey Street Co-op (Madison, Wisconsin) 4.2 Excise Tax An excise tax is a tax that is imposed on the performance of an act, engaging in an occupation, or enjoyment of a privilege.11 Unlike exactions, excise taxes are not subject to constitutional requirements governing nexus and proportionality.12 Other cities, such as Boulder, have used housing excise tax to fund non-infrastructure public needs such as affordable housing.13 This approach was chosen for several reasons. First, the City wished to abandon on-site mitigation and to spread the responsibility for housing P29 I. City of Aspen | Commercial Mix Strategies June 25, 2008 needs more equitably between the residential and non-residential sectors. Second, the excise tax is not subject to the rational nexus test applied to impact fees such as housing linkage fees. This has the following advantages: monies collected need not be earmarked the amount of the fee need not relate specifically to the needs created by, or the benefit accruing to, a particular development or class of development the "facilities" (in this case, LSBs), are not subject to spatial or temporal nexus requirements.14 In other words, the City can set an excise tax at any amount that is justifiable politically, subject to applicable restrictions imposed by the state constitution or state statutes. The City does not have to demonstrate that new development creates a need for the programs that are financed through the excise tax, or that the amount of the tax is proportionate to the impacts of the development. This gives the City considerable flexibility in setting the tax amount. An excise tax probably requires voter approval under Article X, Section 20 of the Colorado Constitution (TABOR amendment). By avoiding the nexus requirements, the City could collect the revenues needed to meet the deeper subsidies required for locally serving products, as opposed to a higher end product line.15 The linkage fee/excise tax approach provides for flexibility in the use of funds and the ability to target funds for community serving businesses. 4.3 Succession Planning / Proactive Redevelopment Succession planning is not a discrete technique, but rather a way that the City can target is use of resources for LSBs. Once the City collects funds or negotiates agreements to provide LSB space, the City could either attempt to put new businesses in new space, or find new owners or operators for existing businesses that are at risk due to the retirement, insolvency, or relocation of its owners. In addition, the City could simply use staff resources or partner with the private sector to find new persons or entities to take over a private concern.1 Under the succession planning approach, the City would target current businesses for financial incentives that maintain the business as an ongoing entity when its current ownership or management turns over. This may involve the City entering into partnerships to either buy or lease space, or otherwise provide financial incentives to ensure the ongoing success of an existing enterprise. 1 Note: this discussion does not suggest that the City is considering ways to replace owners who are interesting in retaining their existing businesses. P30 I. City of Aspen | Commercial Mix Strategies June 25, 2008 The City could also use redevelopment authority, such as an Urban Renewal Authority, to target areas for the establishment of LSBs. This is an unusual use of the urban renewal powers, which are typically used to clear sites for subsequent redevelopment. However, urban renewal and redevelopment includes more than just construction activities. An authority could consider the use of rehabilitation or conservation powers to offset costs and encourage the retention of ongoing businesses.16 4.4 Economic Development Director or Building Staff Capacity Under this approach, the City would retain staff to seek out and maintain business development opportunities for LSB enterprises. Staff would assist in seeking ownership and management opportunities, funding and financial incentives, and ensuring that the enterprises are consistent with the City's goals and objectives to encourage locally serving product lines. Other entities could also provide targeted efforts to encourage LSB. Examples are downtown development districts and business improvement districts. Most Downtown Development Authorities (DDA) do not deal specifically with the choosing of businesses and leave much of that to the discretion of the individual building owners or Economic Development Departments. Most DDA’s provide a primarily supportive role in downtown redevelopment. For instance, the Ann Arbor, Michigan DDA plays a role in the infrastructure of the downtown area and does not deal specifically with business related items. Ann Arbor DDA does serve as a support for the recently created, four Downtown Merchants Association which operate separately as commercial cooperatives. Another example of the low level of DDA participation in commercial activity is in Rochester, NY. Most downtown retail buildings in Rochester are individually owned, so the building owners choose which businesses locate there. The DDA encourages landlords to incorporate family friendly retail uses such as children’s clothing stores, toy stores and similar family oriented activities. The DDA holds focus groups throughout the year to gain an insight on the types of retail uses the community would like to see built in the downtown area. The DDA does provide assistance to retailers looking to locate in the City by finding appropriately sized spaces and locations while providing sign, lighting and façade grants. In Shreveport, LA, the DDA does not currently have space available that it promotes. It owns three properties and has leased those spaces to arts organizations to spur development of an arts district. It works with real estate brokers and individuals who are looking for support in searching for space. They act more as a resource center for prospective businesses interested in locating in downtown Shreveport. P31 I. City of Aspen | Commercial Mix Strategies June 25, 2008 Downtown Development Authorities City State Role of DDA Rochester NY Downtown properties are mostly individually owned. The building owner chooses businesses, but usually tries to select family friendly businesses. Focus groups throughout the year are held to hear citizen requests. Main stores include children’s clothing, toy stores, and family friendly activities. The DDA assists retailers in finding a suitably sized space and location, communicates the availability of signage, lighting and facade grants, and introduces the town to merchants. Businesses conduct forums and seminars to describe trends in the business community. Shreveport LA Does not have space currently available that they promote. They own three properties and have leased those spaces to arts organizations to spur development of an arts district. They work with real estate brokers and individuals who are looking for support in searching for space. They act more as a resource center for prospective businesses interested in locating in downtown Shreveport Ann Arbor MI The DDA plays a role in supporting infrastructure needs (such as streetscaping, alleys and parking) in the downtown area, but does not directly partner with businesses. Ann Arbor DDA does serve as a support for the recently created, four Downtown Merchants Associations which operate separately as commercial cooperatives. Ypsilanti AZ Downtown Development Authority provides support activities for business location. Fort Collins CO Downtown Development Authority does not participate in tenant selection which is decided by the landlords. 4.5 Direct financial incentives A significant obstacle to establishing an LSB is the cost of starting up and maintaining the business. The City could provide grants, low-interest loans, tax abatement, or use tax increment financing (TIF) to subsidize project infrastructure, direct ownership by the business entity of its space, start-up costs, or ongoing maintenance costs. In Gardiner, Maine, the City decided to revitalize its downtown with the use of community development grants to help restore downtown buildings that now house locally serving businesses. Additional funds were used to create a façade improvement program. $750,000 was used to create a revolving loan fund to help existing downtown businesses expand and new businesses open. P32 I. City of Aspen | Commercial Mix Strategies June 25, 2008 Examples of small business loan programs are included below. Jurisdiction Program Description & Selection Criteria Burbank, CA Downtown Tenant Assistance Program (DTAP) The DTAP program focuses on attracting retail businesses to underutilized and vacant properties downtown. Restaurant and office uses are excluded from the program. Assistance agreements are done on a case by case basis. Initial funding was $1.5 million dollars. DTAP selection Criteria · Boutique or specialty shops such as gift/collectibles, vintage clothing, retail clothing stores, art or music stores, community serving retail · Amount of private investment · Projected sales per square foot · Proven track record of operating a business successfully in a downtown environment, and meeting lease obligations · Commitment by the property owner to participate in downtown business and promotional activities · Commitment by the property owner to participate in a Property Based Business Improvement District (PBID) · The ability to operate a business without emphasizing “bargain basement pricing” · Discount or thrift stores are not eligible for this program · All retail tenants that participate in the DTAP are subject to approval by the Agency Pasadena, CA Redevelopment and sales tax rebates The City utilizes a traditional redevelopment tools to facilitate business attractions and expansion. The major program they utilize is the sales tax rebate program that was adopted by an ordinance in 1990 and was exclusively for auto dealers. The ordinance was amended in 1993 to broaden the program to include other sales tax generating “qualified businesses.” Assistance agreements are done on a case by case basis. Sales Tax Rebate Program Criteria · Applicants must generate at least $100,000 in net new sales tax dollars · Funds must be necessary for expansion of existing facilities or new developments · Total amount of sates tax rebate is determined on the merit of each case. A business that meets these criteria is subject to the following provisions: · Sales tax rebate is up to 50% of net new sales taxes generated above the base year. A cap on the amount rebated in a single year is common, but not a mandated feature of the program · Term of agreement is up to ten years or, the full reimbursement of costs incurred for the construction project, whichever comes first · The City only rebates the funds after verification that the sales tax proceeds have been generated · Additional conditions may be imposed based on the specifics of the project P33 I. City of Aspen | Commercial Mix Strategies June 25, 2008 The following table represents some other available loan programs to small businesses: Small Business Loan Programs City Loan Program Description San Francisco, CA Micro-Enterprise Loan Directed primarily at start-up businesses for borrowers who are low or moderate income. Micro-enterprise loans assist a sector normally avoided by traditional institutions. They are available up to $25,000 and must involve the creation of at least one full time job. Loan applicants must participate in a self-employment and entrepreneurship development program to be eligible for the loan. Loan recipients must participate in follow up programs for the duration of the loan. A micro enterprise business is defined as a business with five or fewer employees. San Francisco, CA Small Business Revolving Loan Provides existing small businesses with loans that can be used for a number of purposes, including working capital, equipment purchase, and other business expansion activities. Loans are available up to $100,000. A goal is to create employment opportunities for low and moderate income persons. Interested small businesses may apply for this loan fund through neighborhood economic development and non-profit organizations that provide loan packaging services and other assistance to small business persons. Oak Park, IL Commercial Loan Program Applicants can qualify for privately-funded, 2.5 points below Prime Rate loans to acquire and or/rehab commercial properties in Oak Park. The Oak Park Development Corporation (OPDC)17 works closely with developers to meet specific needs. Oak Park, IL Micro Loan Program Offers prime rate loans to areas small and start-up businesses to finance fixed assets, inventory and working capital. Funding is available to repair or rehab property. Loans may not be used by non-profits, home based business or acquisition of real estate. Loans can range in size from $2,000 to $75,000. P34 I. City of Aspen | Commercial Mix Strategies June 25, 2008 Small Business Loan Programs City Loan Program Description Oak Park, IL Retail Support Grant Promotes and facilitates the location of new retail businesses and the retention and expansion of existing retail businesses. Provides matching grant funding for retail businesses for interior build out or renovation of existing or newly leased space, including replacement/installation of building systems, demolition, installation or permanent fixtures. This program is administered by the Village of Oak Park. Montgomery County, MD Small Business Revolving Loan Program Provides financing for business development/expansions of small business located in the County. To qualify, the business must have gross revenues of less than $5,000,000 annually and have less than 75 employees. The program facilitates business development through direct loans and participation in loans made by banks, development corporations and other lenders. The program intends to leverage private sector as well as other governmental funds. The average size of the program assistance is $5,000 to $100,000 with a maximum term up to 5 years. Collateral is required. Montgomery County, MD Micro Enterprise Loan Program Available only to companies and small businesses with annual revenues of $250,000 or less and five employees. Maximum loan amount of $15,000 with terms of three years or less. Loans must be used to start, expand or stabilize a business. Special consideration is given to women and minority owned businesses. Redmond, WA Heritage Grant Program Promotes and encourages continued maintenance and prevent deterioration of historic structures or sites that conveys a sense of the City's heritage and a sense of place. 4.6 Development agreements Colorado’s vested rights statute provides a useful framework for negotiating mitigation conditions. Under the statute, the local government approves a “site-specific development plan” (SSDP), which is typically a form of discretionary approval such as a PUD or a conditional use permit.18 The developer obtains vested rights for a period of three years, and becomes subject to the terms of the plan. Through development agreements, developers may obtain a vesting period exceeding three years (CRS § 24- 68-104(2)). P35 I. City of Aspen | Commercial Mix Strategies June 25, 2008 Accordingly, the state’s site specific development plan legislation can be used as a basis to negotiate LSB conditions without triggering the nexus and proportionality requirements of a unilateral exaction. In return, the local government relinquishes the ability to impose new or different standards at a later point in the life of the development or the development approval process. Community Benefit Agreements allow a community to ensure that redevelopment projects and new retail centers include locally serving business by stipulating how much of the project’s retail space must be set aside for local businesses. The CBA is a legally enforceable contract signed by a community group and a developer. The agreement provides assurances about development outcomes, in return for the community’s support for the project. CBA’s can involve public subsidies, but are more commonly used by private developers to secure neighborhood support for a project or for a rezoning. 5. Conclusions The City of Aspen is discussing ways to encourage businesses that accommodate the day to day needs of its residents, and that add to its unique character. The City Council has discussed a mitigation approach that is similar to the City and County's current employee housing mitigation program. This is a creative, unique approach that could mitigate the demands of future development for locally serving space. It also raises a number of program development, administration and enforcement issues. This report summarizes those issues, and surveys other approaches that the City can consider. The City can use a number of regulatory, fiscal, and contracting (public-private partnership) tools to retain and establish LSBs. A number of these techniques have been used successfully in other communities. While there are few examples of regulatory techniques that encourage LSBs, other communities have used cooperative arrangements to retain businesses that meet their residents' day to day needs. However, few of these involve local government, where economic development efforts are normally targeted to employment generators. Despite the lack of precedent, the City can pull together the best of what has worked elsewhere, and craft a program that is suited to its market conditions, regulatory climate, and local needs. We hope that the City uses this memorandum to stimulate ideas as it continues this effort. P36 I. City of Aspen | Commercial Mix Strategies June 25, 2008 Appendix A: Regulatory Approaches Local Business Regulations City Retail Sales Description Code Site Carmel, CA No discount stores, manufacturers’ outlet stores, catalog stores, or stores devoting more than 15 percent to the sale of second-quality, irregular or discontinued merchandise or to the liquidation of merchants’ or manufacturers’ stock shall be established. All retail sales shall be conducted from within a fixed place of business. http://www.codepubli shing.com/CA/carmel. html Laguna Beach, CA The Local Business / Professional Zone and CN Zone is intended to serve needs of local residents. Principal activities are office/professional uses, service-oriented businesses, residential development and, secondarily, commercial retail functions. In addition, the zone is designed to preserve the existing residential character and scale of development. (Ord. 1134 § 2 (part), 1987). This zone is intended to serve the shopping and commercial service needs of local residents. Principal activities are commercial retail functions, service oriented businesses, office/professional uses, and limited residential uses. The commercial-neighborhood zone differs from the local business-professional zone in that it features a stricter orientation to resident-serving businesses and greater limitations on residential uses. (Ord. 1285 § 3 (part), 1994: Ord. 1147 § 2 (part), 1988). http://qcode.us/codes /lagunabeach/ Nantucket, MA No provisions for locally serving retail http://www.e- codes.generalcode.co m/codebook_framese t.asp?t=tc&p=0948%2 D139%2Ehtm&cn=575 &n=[1][210] Ketchum, ID No provision for locally serving business. Tourist District allows retail uses but limits the size of the floor area of the store to less than 2,500 sq. ft. http://www.ketchumi daho.org/index.asp?T ype=B_BASIC&SEC={4 B0C9095-1CBC-4ED7- AFC1- 604D27A04151}&DE={ 1A73BCA3-4E25-48E3- B979-23473EC4422C} Park City, UT HRC District allows for limited retail and commercial uses consistent with resort bed base and the needs of the local community. Size of allowed commercial retail uses, including restaurants must be less than 2,000 sq. ft then it will be considered an allowed use. Larger floor areas will deem the retail use as conditional. In the RC District Retail and Service Commercial, personal improvement are conditional uses as support use to primary development or Use, subject to provision of LMC Chapter 15-6, Master Planned Development. http://www.parkcity.o rg/government/codes andpolicies/municipal. html Santa Fe, NM No provision for locally sserving business http://70.168.205.112 /santafe_nm/lpext.dll ?f=templates&fn=site _main-j.htm&2.0 Saratoga Springs, NY NCUD Districts designed to encourge local retail by limiting size of floor space. Floor space ranges from less than 1,200 SF to 2,000 SF) http://www.saratoga- springs.org/docs/bpw ebsite.asp Whistler, BC CL1, 2 and 3 zones intended for smaller scale, neighborhodd oriented retail businesses. http://www.whistler.c a/images/stories/Byla ws/Website_Bylaw%2 0303_November2007. P37 I. City of Aspen | Commercial Mix Strategies June 25, 2008 Local Business Regulations City Retail Sales Description Code Site pdf Key West, FL Limited Commercial district(b) In order to manage the impacts of future development on transportation and public facilities, the city shall limit the intensity of development in the CL district to activities generating no more than 100 trips per 1,000 square feet of gross leasable floor area per day. Areas designated for residential and limited commercial development shall not accommodate large scale retail sales and trade activities generally serving a citywide or regional market. Such stores usually differ from limited commercial shops since the former generally require a larger floor area, carry a relatively larger inventory, and require a substantially greater off-street parking area.(c) Uses which are not accommodated within the limited commercial area include the following: large scale discount stores or supermarkets; department stores; wholesale and warehousing activities; sales, service or repair of motor vehicles, machine equipment or accessory parts, including tire and battery shops; automotive services centers; and fast food establishments primarily serving in disposable containers and/or providing drive-in or drive-through facilities. In addition, the CL designation shall not accommodate transient residential uses, including motels or hotels and conversions from permanent residential use to transient residential use. However, existing motels within CL designated areas shall be grandfathered as lawful nonconforming uses. Within the HRCC, HRCC-1, HRCC-2, and HRCC-3 districts (when the uses are permitted or conditional), the location of the following retail activities shall be governed by the criteria listed: Historic Districts: (1) Discount jewelry store. No discount jewelry store is permitted on a parcel of land located within 200 feet of any parcel of land upon which another discount jewelry store is located. (2) Electronics/camera store. No electronics/camera store is permitted on a parcel of land located within 200 feet of any parcel of land upon which another electronics/camera store is located. (3) T-shirt shop. No T-shirt shop is permitted on a parcel of land located within 200 feet of any parcel of land upon which another T-shirt shop is located. As of March 21, 1995, no new T-shirt shops shall be located in the HRCC, HRCC-1, HRCC-2, and HRCC-3 districts. A T-shirt shop licensed by the city and in operation in the HRCC, HRCC-1, HRCC-2, or HRCC-3 district as of March 21, 1995 may continue in existence as a nonconforming use. A change in ownership of an existing T-shirt shop shall not affect such nonconforming use status. If an existing T-shirt shop is enlarged or is increased in size or undergoes a structural alteration that exceeds 50 percent of the value of its building or structure as shown on the county tax assessment records or is abandoned in use as a T-shirt shop for a period of six months, its nonconforming use status shall terminate, and the use of the building or structure shall conform to this division and the restrictions of the HRCC, HRCC-1, HRCC-2, and HRCC-3 districts. The requirements of this subsection shall supersede conflicting requirements, if any, of section 122-1504. (4) Combination business. No combination business is permitted on a parcel of land located within 200 feet of any parcel of land upon which another combination business is located or upon which a business is located which offers for retail sale any component of the combination business; merchandise regulated in this division (i.e., one or more of the following: discount jewelry store, electronic/camera store, or T-shirt shop, as defined by section 122-1501). http://www.municod e.com/resources/gate way.asp?pid=10053&s id=9 Boca Raton, FL No provision for locally serving business http://www.municod e.com/resources/gate way.asp?pid=10145&s id=9 New York, NY The West Harlem Special District allows density bonuses for developers who create small business incubators that incentivize affordable retail space for local and small businesses http://mbpo.org/uplo ads/WHSD%20Detaile d%20Proposal.pdf P38 I. City of Aspen | Commercial Mix Strategies June 25, 2008 Local Business Regulations City Retail Sales Description Code Site Palm Beach, FL Palm Beach, FL developed an ordinance that stated the commercial district should be humanly scale and serve the needs of local resident while converting its main commercial district into a “town-serving” zone. Retailers in the zone must be smaller than 2,000 square feet and must primarily serve “town persons (hose living, visiting or working in Palm Beach).” Businesses larger than 2,000 SF may apply for a special permit provided that they can demonstrate that no less than 50% of the anticipated customers will be “town people” rather than shoppers from outside the town. The ordinance was passed in 1991. http://www.newrules .org/retail/palmbeac h.html http://www.newrules .org/retail/palmbeac hruling.pdf Carmel, CA Carmel, CA developed an ordinance in the mid-1980’s to outlaw formula restaurants defined in the code as food service business required by contractual or other arrangement to offer standardized menus, ingredients, food preparation, employee uniforms, interior décor, signage or exterior design or adopts a name, appearance or food presentation format which causes it to be substantially identical to another restaurant regardless of ownership or location http://www.newrules. org/retail/carmel.html P39 I. City of Aspen | Commercial Mix Strategies June 25, 2008 Appendix B: Palm Beach, FL Town-Serving Commercial Regulations DIVISION 8. C-TS TOWN-SERVING COMMERCIAL DISTRICT* Sec. 134-1106. Purpose and limitations. The purposes of the C-TS town-serving commercial district are to: (1) Create, preserve and enhance areas of attractive, small-scale, retail, personal and professional/business services to be developed either as a unit or in individual parcels, providing for the frequently recurring needs of townpersons. (2) Enhance the general character of the district and its compatibility with its residential surroundings, and, therefore, signs are limited to those accessory to businesses conducted on the premises, including the number, area and types; retail drive-in facilities are not permitted, and, in order to maintain the town-serving nature of the district, limitations on gross leasable floor (GLA) area are imposed. (Ord. No. 2-74, schedule B, 3-26-74; Ord. No. 3-77, § 2, 3-29-77; Ord. No. 5-78, §§ 10, 15, 3-31-78; Ord. No. 7-79, §§ 2, 5, 7, 3-30-79; Ord. No. 4-80, § 3, 3-31-80; Ord. No. 6-81, § 2(a)--(d), (g), (h), 3-31-81; Ord. No. 7-82, § 3(a)--(d), 3-31-82; Ord. No. 2-83, § 3(c), 2-23- 83; Ord. No. 1-84, § 2(f)--(h), 3-1-84; Ord. No. 1-85, § 2(g)--(k), 2-11-85; Ord. No. 1-86, § 2(b), (c), 2-10-86; Ord. No. 1-87, § 2(c)--(f), 2-9-87; Ord. No. 2-88, § 1, 2-8-88; Ord. No. 1-89, § 2(a), 2-6-89; Ord. No. 1-90, § 2(f)--(i), 2-5-90; Ord. No. 1-91, § 2(b), 4-23-91; Ord. No. 1-92, § 2, 2-3-92; Ord. No. 6-93, § 2(a)1--7, 2-9-93) Sec. 134-1107. Permitted uses. (a) Enumeration; maximum gross leasable area. The permitted uses in the C-TS town- serving commercial district, with a maximum of 2,000 square feet of gross leasable area (GLA), are as follows: (1) Retail and service establishments, such as restaurants and bars/lounges, hardware stores, food stores, clothing stores, drugstores, barbershops, beauty salons and jewelry stores. (2) Offices, executive office suites, professional services, business services, and securities or financial brokerage and trust companies located above the first floor. (3) Nonprofit cultural centers. (4) Professional or studio-type schools. P40 I. City of Aspen | Commercial Mix Strategies June 25, 2008 (5) Essential services. (b) Regulation of existing nonconforming commercial uses. Any existing uses contained on the list of permitted uses shown in subsection (a) of this section which contain more than 2,000 square feet of gross leasable area (GLA) shall be classified as existing nonconforming uses under article IV of this chapter pertaining to nonconforming uses. However, all future changes of use shall be limited to those uses listed as permitted uses on the list contained in this section with a maximum gross leasable area of 2,000 square feet, and if a change of use is contemplated from one general commercial category (retail and services; office, professional and business services; or banks and financial institutions) to another, or from one generic use (residential, commercial, public/private group use) to another, wherein the new use will involve a gross leasable area exceeding 2,000 square feet, the contemplated new use shall be subject to prior approval of a special exception application by the town council before the change is made (refer to sections 134-227 through 134-233 pertaining to special exception uses). In effect, this will allow any existing use over 2,000 square feet, in a district with a 2,000-square- footage limitation, to continue operating at its existing scale or to change to another use within the same general commercial category without town council approval. For example, if a ladies apparel store of 8,000 square feet exists in any of the C-TS or C-WA districts and the owner wishes to change to an antique store of the same size or subdivide into two 4,000-square-foot stores, one being a toy store and the other a shoe store, such a change would be allowed without prior town council approval. However, if the owner of the same 8,000-square-foot ladies apparel store wanted to change to a bank or an office or a business service or the owner wished to subdivide into two 4,000- square-foot offices, the owner would need to apply for and obtain approval of a special exception from the town council. No existing commercial use which is subject to the 2,000 square feet maximum gross leasable area (GLA) regulation may occupy additional space within 1,500 feet of the existing licensed businesses, which distance shall be measured along the public sidewalk, if such new space to be occupied will increase the total gross leasable area (GLA) to more than 2,000 square feet. (Ord. No. 2-74, schedule B, 3-26-74; Ord. No. 3-77, § 2, 3-29-77; Ord. No. 5-78, §§ 10, 15, 3-31-78; Ord. No. 7-79, §§ 2, 5, 7, 3-30-79; Ord. No. 4-80, § 3, 3-31-80; Ord. No. 6-81, § 2(a)--(d), (g), (h), 3-31-81; Ord. No. 7-82, § 3(a)--(d), 3-31-82; Ord. No. 2-83, § 3(c), 2-23- 83; Ord. No. 1-84, § 2(f)--(h), 3-1-84; Ord. No. 1-85, § 2(g)--(k), 2-11-85; Ord. No. 1-86, § 2(b), (c), 2-10-86; Ord. No. 1-87, § 2(c)--(f), 2-9-87; Ord. No. 2-88, § 1, 2-8-88; Ord. No. 1-89, § 2(a), 2-6-89; Ord. No. 1-90, § 2(f)--(i), 2-5-90; Ord. No. 1-91, § 2(b), 4-23-91; Ord. No. 1-92, § 2, 2-3-92; Ord. No. 6-93, § 2(a)1--7, 2-9-93; Ord. No. 1-96, § 4, 2-5-96; Ord. No. 1-98, § 5, 2-9-98; Ord. No. 1-02, § 9, 3-12- 02; Ord. No. 1-04, §§ 17, 22, 3-9-04; Ord. No. 1-05, § 2, 3-8-05) Sec. 134-1108. Accessory uses. The accessory uses in the C-TS town-serving commercial district are as follows: (1) Off-street parking and loading. (2) Signs. P41 I. City of Aspen | Commercial Mix Strategies June 25, 2008 (3) Accessory uses customarily incident to the permitted or approved special exception uses. (Ord. No. 2-74, schedule B, 3-26-74; Ord. No. 3-77, § 2, 3-29-77; Ord. No. 5-78, §§ 10, 15, 3-31-78; Ord. No. 7-79, §§ 2, 5, 7, 3-30-79; Ord. No. 4-80, § 3, 3-31-80; Ord. No. 6-81, § 2(a)--(d), (g), (h), 3-31-81; Ord. No. 7-82, § 3(a)--(d), 3-31-82; Ord. No. 2-83, § 3(c), 2-23- 83; Ord. No. 1-84, § 2(f)--(h), 3-1-84; Ord. No. 1-85, § 2(g)--(k), 2-11-85; Ord. No. 1-86, § 2(b), (c), 2-10-86; Ord. No. 1-87, § 2(c)--(f), 2-9-87; Ord. No. 2-88, § 1, 2-8-88; Ord. No. 1-89, § 2(a), 2-6-89; Ord. No. 1-90, § 2(f)--(i), 2-5-90; Ord. No. 1-91, § 2(b), 4-23-91; Ord. No. 1-92, § 2, 2-3-92; Ord. No. 6-93, § 2(a)1--7, 2-9-93) Sec. 134-1109. Special exception uses. (a) The special exception uses require a site plan and review as provided in article III of this chapter. The special exception uses in the C-TS town-serving commercial district are as follows: (1) Public or private parking lots or storage garages. (2) Auto rental lots. (3) Residential tenancy above the first floor. (4) Private social, swimming, golf, tennis and yacht clubs. (5) Service stations. (6) Public structures. (7) Supplemental parking. (8) Public or private academic schools. (9) Drive-in business service facilities. (10) Churches, synagogues or other houses of worship. (11) Any commercial establishment with greater than 2,000 square feet of gross leasable area, provided the town council has found, as a fact, that the proposed use is town serving. (12) Banks and financial institutions, excluding securities or financial brokerage and trust companies. (13) Roof-deck automobile parking. (14) Outdoor seating in conjunction with permitted restaurants (see section 134-1111). (15) Reserved. (16) Museums occupying building of unique value as designated historical landmarks, as determined by the landmarks preservation commission and the town council. (17) Nightclubs. (18) Offices (excluding executive office suites), professional services, business services and securities or financial brokerage and trust companies on the first floor provided that there are at least 50 percent existing office uses on all floors of the building in which the office use is proposed and more than 50 percent existing office uses on the first floor within 300 feet of the proposed office use in the same zoning district. P42 I. City of Aspen | Commercial Mix Strategies June 25, 2008 (b) An owner or tenant of a property, located within the C-TS district, which property has received approval of a special exception after March 31, 1980, shall be required to obtain approval by the town council under the provisions of section 134-229(12) prior to being granted a new occupational license. This subsection shall not apply to renewal of an existing occupational license. (Ord. No. 2-74, schedule B, 3-26-74; Ord. No. 3-77, § 2, 3-29-77; Ord. No. 5-78, §§ 10, 15, 3-31-78; Ord. No. 7-79, §§ 2, 5, 7, 3-30-79; Ord. No. 4-80, § 3, 3-31-80; Ord. No. 6-81, § 2(a)--(d), (g), (h), 3-31-81; Ord. No. 7-82, § 3(a)--(d), 3-31-82; Ord. No. 2-83, § 3(c), 2-23- 83; Ord. No. 1-84, § 2(f)--(h), 3-1-84; Ord. No. 1-85, § 2(g)--(k), 2-11-85; Ord. No. 1-86, § 2(b), (c), 2-10-86; Ord. No. 1-87, § 2(c)--(f), 2-9-87; Ord. No. 2-88, § 1, 2-8-88; Ord. No. 1-89, § 2(a), 2-6-89; Ord. No. 1-90, § 2(f)--(i), 2-5-90; Ord. No. 1-91, § 2(b), 4-23-91; Ord. No. 1-92, § 2, 2-3-92; Ord. No. 6-93, § 2(a)1--7, 2-9-93; Ord. No. 1-96, § 3, 2-5-96; Ord. No. 1-98, § 5, 2-9-98; Ord. No. 1-02, § 8, 3-12- 02; Ord. No. 1-03, § 2, 3-11-03; Ord. No. 1-04, § 28, 3-9-04; Ord. No. 1-07, § 3, 4-10-07) Sec. 134-1110. Accessory structures. (a) Generally. Enclosed accessory structures in the C-TS town-serving commercial district shall comply with front and side yard requirements for the principal structure to which they are accessory and shall be not closer to any rear property line than ten feet. (b) Dish antennas. A dish antenna shall be an accessory structure and shall be constructed, erected or placed in compliance with all of the provisions of this chapter applicable to accessory structures. Dish antennas shall not exceed three meters in diameter. Only one dish antenna that exceeds one meter in diameter shall be permitted on each building. Such dish antenna which exceeds one meter in diameter shall not be attached to a building; shall not be closer than ten feet to any side or rear property line; shall not exceed 12 feet in height above the average grade; and, shall not be located in a required front yard, street side yard or rear street yard setback. Each residential unit or commercial tenant space shall not be limited as to the number of dish antennas of one meter or less in diameter and said antenna(s) may be attached or unattached to a building. If said dish antenna(s) is unattached, said antenna(s) shall not exceed 12 feet in height above the average grade; shall be located no closer than ten feet to any side or rear lot line; and, shall not be located in a required front yard, street side yard or rear street yard setback. All attached and unattached dish antennas in this commercial zoning district shall be screened from public view, and private and public streets and ways; be neutral in color; and, to the maximum extent possible, compatible with the surrounding neighborhood appearance and character. In addition, no form of lettering, advertising or identification shall be allowed on any such antenna or its framework (other than the manufacturer's small identification plate). Note: One meter in the metric system of measurement equals 39.37 inches or 3.28 feet. (Ord. No. 2-74, § 5.51, 3-26-74; Ord. No. 3-76, § 3, 3-23-76; Ord. No. 5-78, § 11, 3-31-78; Ord. No. 7-79, § 11, 3-30-79; Ord. No. 4-80, § 4, 3-31-80; Ord. No. 7-82, § 4(i), (k), 3-31-82; Ord. No. 1-84, § 3(h), 3-1-84; Ord. No. 1-85, § 3(e), 2-11-85; Ord. No. 1-86, § 3(d), 2- 10-86; Ord. No. 1-87, § 3(e), 2-9-87; Ord. No. 1-90, § 3(g), 2-5-90; Ord. No. 1-92, § 3(e), 2-3-92; Ord. No. 1-93, § 3(g), 2-8-93; Ord. No. 1-94, § 3(c), 2-7-94; Ord. No. 1-95, § 1(b), 1-23-95; Ord. No. 1-97, § 5, 2-17-97; Ord. No. 1-99, § 10, 4-5-99) P43 I. City of Aspen | Commercial Mix Strategies June 25, 2008 Sec. 134-1111. Special exception for stands, seated dining areas and open counters for eating and drinking. (a) No stands or open counters and no open seating arrangement, whether or not at tables, intended for feeding or the dispensing of food or drink for profit or for any other similar purposes for the sale of commodities to the public can be erected or permitted anywhere in the town unless they are contained within a building. However, in the C-TS town-serving commercial district, the town council may permit, as a special exception, the serving of food and beverages to seated patrons in outdoor open air areas which are operated as a part of a restaurant contained within a building, provided the additional special exception can not increase the allowable capacity. The following are conditions to the approval of any such special exception: (1) Open air dining areas must be properly buffered to avoid noise, litter, light and odor impacts upon neighboring properties, especially nearby residential uses. (2) Area associated with the outdoor portion of the restaurant will not count toward any maximum square footage limitations associated with the town- serving aspects of this chapter. (b) In the C-TS town-serving commercial district, the town council may permit, as a special exception, extra outdoor patron seating, over and above the inside seating capacity, as part of a take-out food business contained within a building provided the following conditions are met: (1) The take-out food business inside tenant space does not exceed 2,000 square feet. (2) Open air dining areas are properly buffered to avoid noise, litter, light and odor impacts upon neighboring properties, especially nearby residential uses. (3) The area associated with the outdoor seating of the take-out food business will not count toward any maximum square footage limitations associated with the town-serving aspects of this chapter. (4) Area associated with the outdoor seating cannot encroach into the required ten-foot unobstructed, pedestrian sidewalk. (5) The amount of outdoor seating can not exceed eight seats, nor can it extend beyond any property line of the take-out business tenant space. (Ord. No. 2-74, § 6.61, 3-26-74; Ord. No. 3-77, § 14, 3-29-77; Ord. No. 1-89, 4(f), 2-6-89; Ord. No. 1-04, § 15, 3-9-04) Sec. 134-1112. Commercial uses; site plan approval for new buildings, new building additions or changes in permitted uses over certain floor area. P44 I. City of Aspen | Commercial Mix Strategies June 25, 2008 All applications for new buildings or for new building additions or for changes in a permitted use in section 134-1107 which involve more than 2,000 square feet of building floor area of buildings in the C-TS town-serving commercial district shall require a site plan approval in accordance with article III of this chapter. No certificate of occupancy shall be issued for any building, unless all facilities included in the site plan have been provided in accordance therewith. The maximum dimension of any structure or group of attached structures shall not exceed 150 feet. (Ord. No. 2-74, § 6.55, 3-26-74; Ord. No. 5-78, § 12, 3-31-78; Ord. No. 7-79, § 14, 3-30-79; Ord. No. 4-80, § 6, 3-31-80; Ord. No. 7-82, § 5(d), 3-31-82; Ord. No. 1-85, § 4(h), 2-11-85) Sec. 134-1113. Lot, yard and area requirements--Generally. In the C-TS town-serving commercial district, the schedule of lot, yard and area requirements is as given in this section: (1) Lot area. The minimum lot area is 4,000 square feet. (2) Lot width. The minimum lot width is 30 feet. (3) Lot depth. The minimum lot depth is 90 feet. (4) Density. A single dwelling unit, or multiple dwelling units not to exceed six dwelling units per gross acre. See article III of this chapter for site plan review requirements. (5) Front yard. a. For one-story buildings, the minimum front yard setback is five feet. b. For two-story buildings, the minimum front yard setback is five feet. c. All buildings shall be set back so as to provide at least a ten-foot-wide pedestrian walkway between the street curbline and the building, exclusive of beautification strips, not more than five feet of which may be on the town street right-of-way, where appropriate, and additionally, to provide for the minimum building front yard setback, which shall be measured from the inside (lot side) of the required pedestrian walkway. Where no front yard building setback is approved or required, two feet of the required ten-foot-wide pedestrian walkway, adjacent to the inside (lot side) of the walkway, may be landscaped by placement of potted plants or removable planters. Such potted plants or planters shall include xeriscape landscaping whenever possible. d. For buildings in excess of 15 feet in height, increase all minimum yard requirements one foot for each two feet of building height, or portion thereof, exceeding 15 feet. (6) Side yard. a. There is no minimum side yard required for one-story structures, but a side yard shall be five feet if provided. When the side yard of a C-TS property adjoins property zoned in any R district, a ten-foot side yard is required on that side. P45 I. City of Aspen | Commercial Mix Strategies June 25, 2008 b. For buildings in excess of 15 feet in height, increase all minimum yard requirements one foot for each two feet of building height, or portion thereof, exceeding 15 feet. Side yards shall be as calculated or five feet, whichever is greater. (7) Rear yard. a. For one-story buildings, the minimum rear yard setback is ten feet. b. For two-story buildings, the minimum rear yard setback is ten feet. c. For buildings in excess of 15 feet in height, increase all minimum yard requirements one foot for each two feet of building height, or portion thereof, exceeding 15 feet. Side yards shall be as calculated or five feet, whichever is greater. (8) Height and overall height. a. For one-story buildings, the maximum building height is 15 feet. b. For two-story buildings, the maximum building height is 25 feet. c. In this district, the maximum building height allows one story, with provision for a special exception for two stories. See special exception provisions in sections 134-227 through 134-233 (special exception use), section 134-1115 relating to allowable height and lot coverage, and article III of this chapter (site plan review). d. Maximum overall height of a building shall be the maximum allowable building height, as defined in section 134-2, plus five feet for a flat roof and ten feet for all other roof styles. When a parapet is used above the maximum building height, as defined in section 134-2, the building overall height will be calculated based on the flat roof style identified above. Parapet walls extending above the maximum allowable building height shall have appropriate architectural treatment. (9) Lot coverage. a. For one-story buildings, the maximum lot coverage is 70 percent. b. For two-story buildings, the maximum lot coverage is 70 percent. (10) Length. a. For one-story buildings, the maximum building length is 150 feet. b. For two-story buildings, the maximum building length is 150 feet. (11) Landscaped open space. P46 I. City of Aspen | Commercial Mix Strategies June 25, 2008 a. For one-story buildings, the minimum landscaped open space is 15 percent. b. For two-story buildings, the minimum landscaped open space is 25 percent. c. Additionally, not less than 35 percent of the required front yard must be landscaped open space in the C-TS district. (12) Floor area. a. For one-story buildings, the maximum gross floor area of buildings is 15,000 square feet. b. For two-story buildings, the maximum gross floor area of buildings is 15,000 square feet. (Ord. No. 2-74, schedule A, 3-26-74; Ord. No. 7-79, §§ 2, 6, 3-30-79; Ord. No. 4-80, § 3, 3-31-80; Ord. No. 6-81, § 2(e), (f), 3-31-81; Ord. No. 7-82, § 3(e), 3-31-82; Ord. No. 2-83, §§ 3(a), (b), 2-23-83; Ord. No. 1-84, §§ 2(a)--(e), 3-1-84; Ord. No. 1-85, § 2(b)--(f), 2-11- 85; Ord. No. 1-86, § 2(a), 2-10-86; Ord. No. 1-88, § 1, 2-8-88; Ord. No. 1-89, § 2(b)--(d), 2-6-89; Ord. No. 1-90, § 2(a)--(e), 2-5-90; Ord. No. 1-92, § 2(a)1, 2, 2-3-92; Ord. No. 9-93, § 2(b), 6-8-93; Ord. No. 1-94, § 2(a), 2-7-94; Ord. No. 1-96, § 8, 2-5-96; Ord. No. 1-97, § 1, 2-17-97; Ord. No. 1-98, §§ 2--4, 2-9-98; Ord. No. 2-98, §§ 1, 2, 2-27-98; Ord. No. 1-04, § 31, 3-9-04) Sec. 134-1114. Same--Exceptions. (a) In the C-TS town-serving commercial district, cornices, solid canopies, or architectural features may extend 48 inches over the sidewalk or required yard area, provided they shall have nine feet of vertical clearance between any solid construction and the sidewalk or yard. (b) Marquees or canvas-covered fireproof canopies, no wider than entranceways, may be constructed over main entrances to hotels, theaters and places of public assembly and may extend to the face of the curb, provided that no support shall be nearer than 18 inches to the face of the curb, and the installation shall have a minimum of nine feet of vertical clearance between any solid construction and the sidewalk. (c) No projections shall be allowed in the required rear yard except open-type fire escapes, and these must be provided with a counter-balanced bottom section to provide for nine feet of clearance when up. (d) Awnings may be suspended over sidewalks or ways, provided that they shall not project nearer than 18 inches to the face of the street curbline or more than eight feet from the exterior wall of the building, and the installation shall have at least seven feet six inches of vertical clearance between any solid construction and the sidewalk or way. Cloth front and side drops shall measure not less than six feet six inches from their lowest point to the sidewalk or way. (e) One open, one story pergola may extend five feet into a setback provided said structure does not exceed a height of nine feet; the supporting beams do not obstruct a sidewalk or walkway. P47 I. City of Aspen | Commercial Mix Strategies June 25, 2008 (f) One arbor shall be allowed in a required setback on a property provided said arbor does not exceed a height of eight feet nor cover more than 15 square feet in area; and, does not block a sidewalk or walkway. (Ord. No. 2-74, § 5.33(a)--(d), 3-26-74; Ord. No. 4-80, § 4, 3-31-80; Ord. No. 1-91, § 3(c), 4-23-91; Ord. No. 3-02, § 3, 7-9-02) Sec. 134-1115. Special exception to height regulations; special exception structures. In order to encourage increased open space, landscaped open space, reduced density and lot coverage and architectural detail, the town council may at its discretion, upon review of an application and public hearing thereon, allow for the increase of the maximum building height in the C-TS town-serving commercial district, upon a finding being made by the town council that the proposed increase in height for a contemplated special exception structure is in the public interest, that careful attention is given to architectural detail, and that it meets the standards of sections 134-227 through 134-233 and the following goals and guidelines: Two-story guidelines. Lot coverage not more than 35 percent. (Ord. No. 2-74, § 5.48, 3-26-74; Ord. No. 3-76, § 3, 3-23-76; Ord. No. 5-78, § 11, 3-31-78; Ord. No. 7-82, § 4(g), 3-31-82; Ord. No. 2- 83, § 4(d), 2-23-83; Ord. No. 1-84, § 3(e), 3-1-84; Ord. No. 1-85, § 3(d), 2-11-85; Ord. No. 1-91, § 3(e), 4-23-91; Ord. No. 1-92, § 3(d), 2-3-92) Sec. 134-1116. Supplementary district regulations. The supplementary district regulations which may be applicable to the C-TS town- serving commercial district are contained in article VIII of this chapter. Sec. 134-1117. Off-street parking and loading. The off-street parking or loading requirements which may be applicable in the C-TS town-serving commercial district are contained in article IX of this chapter. Sec. 134-1118. Signs. The sign regulations which may be applicable in the C-TS town-serving commercial district are contained in article XI of this chapter. Sec. 134-1119. Air conditioning and generator equipment. Air conditioners and air handlers, cooling towers, generators, swimming pool filters, pumps and heaters are regulated in section 134-1728 and 134-1729. (Ord. No. 1-99, § 11, 4-5-99) P48 I. City of Aspen | Commercial Mix Strategies June 25, 2008 Sec. 134-1120. Architectural tower features. In the commercial zoning districts, a maximum of two towers as architectural features may be constructed as integral parts of the building provided that no tower(s) exceeds the allowable overall height by more than five feet; such tower(s) is set back an additional five feet on the front, rear, side, and street side and street rear yards; and, such tower(s) has no habitable floor area. The area of such tower(s) shall in combination not exceed two percent of the gross floor area of the building. This section does not apply to entry facades or parapets. (Ord. No. 1-00, § 2, 2-22-00) Secs. 134-1121--134-1155. Reserved. P49 I. City of Aspen | Commercial Mix Strategies June 25, 2008 Endnotes 1 Handelsman v. Town of Palm Beach, 585 So.2d 1047 (Fla.App. 1991). 2 Wisconsin Secretary of State, Department of Financial Institutions, corporate records for Green Bay Packers, Inc., at http://www.wdfi.org/apps/CorpSearch. 3 Green Bay Packers, Inc. website at http://www.packers.com/community/shareholders/. 4 Mitchell, “Home Shopping Networks,” at http://www.alternet.org/module/printversion/18158. 5 Mitchell, Stacy, 10 Reasons Why Maine’s Homegrown Economy Matters and 50 Proven Ways to Revive It, Maine Business for Social Responsibility (May 2006), at 35. 6 See International Cooperative Association website at http://www.ica.coop/coop/index.html. 7 Summary by Willey Street Co-op (Madison, Wisconsin) at http://www.willystreet.coop/seven_principles. See ICA principles at http://www.ica.coop/coop/principles.html. For a history of the cooperative movement, see http://en.wikipedia.org/wiki/Co-operative_movement. 8 Institute for Community Economics, “Community Land Trusts,” at http://www.iceclt.org/clt. 9 Mitchell, supra, at 30. 10 Livingston, " Outside the Box: Community-owned department stores an alternative to big-box chain stores," Rural Cooperatives 74:1 (Jan./Feb. 2007), at http://www.rurdev.usda.gov/rbs/pub/jan07/outside.htm. 11 Bloom v. City of Fort Collins, 784 P.2d 304 (Colo. 1990). 12 White, "Using Fees and Taxes to Promote Affordable Housing," 43 Land Use L. & Zoning Digest, no. 9, at 3 (Sept. 1991). 13 See S. Mark White, Using Fees and Taxes to Promote Affordable Housing, 43 LAND USE L. & ZONING DIG., no. 9, at 3 (Sept. 1991). 14 White, supra; Strauss & Leitner, "Financing Public Facilities with Development Excise Taxes: An Alternative to Exactions and Impact Fees," Zoning and Planning Law Report, No. 11 (March 1988). 15 S. Mark White, Affordable Housing: Proactive and Reactive Regulatory and Planning Strategies (American Planning Association, Planning Advisory Service Report No. 441, 1992). 16 CRS § 31-25-103(10)(urban renewal project includes rehabilitation and conservation). 17 The OPDC was established in 1974 by area banks and businesses, and is a private, not-for-profit corporation. It is a community economic development agency. See website at http://www.oakparkdevelopmentcorporation.com. 18 A SSDP is described as follows (CRS § 24-68-102(4)): "Site specific development plan" means a plan which has been submitted to a local government by a landowner or his representative describing with reasonable certainty the type and intensity of use for a specific parcel or parcels of property. Such plan may be in the form of, but need not be limited to, any of the following plans or approvals: A planned unit development plan, a subdivision plat, a specially planned area, a planned building group, a general submission plan, a preliminary or general development plan, a conditional or special use plan, a development agreement, or any other land use approval designation as may be utilized by a local government. What constitutes a site specific development plan under this article that would trigger a vested property right shall be finally determined by the local government either pursuant to ordinance or regulation or upon an agreement entered into by the local government and the landowner, and the document that triggers such vesting shall be so identified at the time of its approval. A variance shall not constitute a site specific development plan. "Site specific development plan" shall not include a sketch plan as defined in section 30-28-101 (8), C.R.S., or a preliminary plan as defined in section 30-28-101 (6), C.R.S. P50 I. Tenant Name Managing Dept. Tenant Type ACRA Asset Chamber Resort Association Animal Shelter Asset Animal Shelter Tasters Asset Restaurant Aspen Speedos Swim Team Rec/ARC Moore Pool Aspen Junior Hockey (Need more info from Dom Lanese to complete) Rec/ARC and ICE Theater Aspen Parks/Open Space P51 I. Cozy Point Parks/Open Space Equestrian & Ranch Ops at Cozy Point Ranch Aspen Tree, LLC a 501c3 Parks & Open Space P52 I. Red Mountain Grill Dolf Restaurant Ute Mountaineer Golf Club House/Parks Concessions at the ARC - Vendor is The Pantry Rec/ARC Restaurant Aspen Community Foundation Parks/Rec Non Profit Org Lease P53 I. Chris Klug Foundation Parks/Rec Non Profit Org Lease Aspen Film (Dec 2016)Parks/Rec Non Profit Org Lease Jazz Aspen Snowmass Parks/Rec Non Profit Org Lease Aspen Words Parks/Rec Non Profit Org Lease The Buddy Program+ 114 Parks/Rec Non Profit Org Lease Theatre Aspen (December 2016)Parks/Rec Non Profit Org Lease Grassroots TV Parks/Rec Non Profit Org Lease Aspen Public Radio Parks/Rec Non Profit Org Lease Aspen Curling Club - City Facility Releases (main, plus attachments b & c ) Recreation - Aspen Ice Garden & Lewis Ice Arena at ARC Recreation Facility User Aspen Gymnastics Recreation/Red Brick Recreation Facility User IGA Agreement with the Aspen School District Recreation Recreation Facility User P54 I. Aspen Youth Center Recreation/ARC Recreation Facility User Rubey Park Transit Authority Transportation RFTA Aspen Public House Wheeler Wheeler Retail Lease Valley Fine Arts Wheeler Wheeler Retail Lease Wheeler Bar Operator (WEBOPS) Wheeler Wheeler Operational Lease P55 I. Tenant Space Description Tenant Contact Physical Location Date Lease Began Date Lease Ends Office Space Debbie Braun 590 N. Mill St., Aspen, CO 81611 11/01/17 10/21/22 Animal Shelter Seth Sachson 101 Animal Shelter Rd. December 12,2005 Restaurant Stacy Forster 455 Rio Grande 10/11/07 05/01/12 Brooks Bryant, Pres. Aspen Swim Club James Moore Swimming Pool at the ARC 06/02/10 06/02/20 Shaun Hathaway, 970-618-5093 0861 Maroon Creek RD Aspen CO 08/25/14 Summer Performance Tent Space at Rio Grande/John Denver Sanctuary Parks Managing Director, Sean Kehoe 970- 925-9313 Theatre Aspen, 110 East Hallam Street, Suite 126, Aspen, CO, 81611 01/31/12 10/21/21 P56 I. Equestrian & Ranch Ops at Cozy Point Ranch Patti Watson 970- 618-5596 Cozy Point Ranch LLC, 210 Juniper Hill Road, Aspen, CO 81611 Renewed 3/1/2018 03/01/28 Sustainable Agriculture Ops at Cozy Point Ranch Eden Vardy 970- 379-2323 EE LLC, located at Cozy Point Ranch, 210 Juniper Hill Road, Aspen, CO 81611 Renewed 3/1/2018 03/01/28 P57 I. Restaurant Jamie Ramey, 970-544-6336 City of Aspen Municipal Golf Course, Golf Club House, 39551 CO HWY 82, Aspen, CO, 81611 02/24/14 02/24/19 Bob Wade, Owner 970-920-2094 City of Aspen Municipal Golf Course, Golf Club House, 39551 CO HWY 82, Aspen, CO, 81611 11/01/15 03/31/20 Restaurant Brad Matthews, 970-306-3568 0861 Maroon Creek RD, Aspen, CO, 81611 11/01/15 10/31/20 Suite 102 A Hilde Hottendorf Red Brick - 110 E. Hallam 12/01/16 09/30/17 P58 I. Suite 102 B Lauren Pierce Red Brick - 110 E. Hallam 02/01/17 09/20/17 Suite 102 Regina Jones Red Brick - 110 E. Hallam 12/01/16 09/30/17 Suite 104 John Tangen Red Brick - 110 E. Hallam 10/01/15 09/30/17 Suite 116 Marie Chan Red Brick - 110 E. Hallam 10/01/15 09/30/17 Suite 125 Mattie Hawken Red Brick - 110 E. Hallam 10/01/15 09/30/17 Suite 126 Peggy Burke Red Brick - 110 E. Hallam 12/01/16 09/30/17 Suite 132 John Masters Red Brick - 110 E. Hallam 10/01/15 09/30/17 Suite 134 Caroline Heldman Red Brick - 110 E. Hallam 10/01/15 09/30/17 Aspen Ice Garden and Lewis Ice Arena 01/10/18 03/28/18 Red Brick Gym Space Jon Bakken 970-309-4855 11/23/09 ends with 60 day written notice from either party Various Aspen School District Athletic Fields at the ARC area P59 I. Youth Center at the ARC - 1st floor plus other space Michaela ARC Facility 06/25/05 never ends Bus station 450 E. Durant St. 02/22/16 One year terms, no expiration Restaurant William Johnson 328 E. Hyman Ave Match 5, 2018 April 3-, 2023 Art Gallery Mia Valley 213 S. Mill St., Aspen, CO 81611 12/01/11 November 32, 2021 Bar area David Goldberg 320 E. Hyman Ave. WHO 09/01/16 08/21/20 P60 I. Status of Lease (All leases are between the tenant and the Red Brick Council for the Arts, Landlord) Rates and Terms 10 year lease, then possible 1 5-year extension. $4,067.25 monthly. ACRA pays for their portion of utilities, cleaning, and a portion of the common area. IGA between COA, Pitkin CO and the Animal Shelter working on this Month to month aprox. $1,350/month includes pool use, hours and rental rates, some storage space and ARC staff time no deposit, but a $100,000 contribution was given to remodel the basement area in the ARC per year, ten year lease with option to renew for another 10 years renew for another 10 years automatically, can be used for performances and limited relevant special events but that has been exceeded over the years as they now book many private events on that patio space. Tenant contributed $100,000 towards the development of the space also. P61 I. 10 year lease, tenant pays one half of net profit earned by the LLC, City has access to all accounting info based on P & L budget, city receives reports on a monthly and quarterly basis, payment is based on fiscal year, full payment due by March after year end, in 2017 that amount equaled zero as year end P & L showed a negative number. City owned ranch equipment lease is $100 per month x 12 months = $1200 per year. City pays capital infrastructure improvement costs, tenant pays ranch maintenance costs. Utilities are shared 50/50 by tenant and City. Tenant must adhere to annual performance measures. Long detailed lease. 10 year lease, tenant pays one half of net profit earned by the LLC, City has access to all accounting info based on P & L budget, city receives reports on a monthly and quarterly basis, payment is based on fiscal year, full payment due by March after year end, in 2017 that amount equaled zero as year end P & L showed a negative number. City owned ranch equipment lease is $100 per month x 12 months = $1200 per year. City pays capital infrastructure improvement costs, tenant pays ranch maintenance costs. Utilities are shared 50/50 by tenant and City. Tenant must adhere to annual performance measures. Long detailed lease. 10 year lease, tenant pays $50 per acre for the premises times 14.23 acres = $7115.00 per year in 2018, payment is due March 1st after year end, tenant pays for general maintenance costs, tenant pays for capital improvements tenant pays for capital improvements with permission to proceed from the City once evaluated, tenant must adhere to annual performance measures. Long detailed lease. P62 I. 5 year lease with option to renew for 5 more years, 2043 sq. feet of space is leased as restaurant space plus some common space use and beverage cart service, city owns majority of equipment, tenant operates May 1 - October 15th of each year, tenant pays landlord a fixed minimum annual rent for each lease year, initial rent was $20,000 per year, payable monthly installments, tenant also pays 8% of gross sales over $300,000 but less than $600,000, less the amount of fixed minimum rental paid. Tenant pays 20% of all utility charges and 50% of trash and telephone charges plus cleaning expenses are shared with pro shop tenant/COA. Other details apply, long detailed lease. CPI adjustments apply upon lease renewals. 5 year lease, only includes use of Premises from Nov 1 - March 31st each winter, tenant pays 6% of all gross revenues, itemized statements gross revenues, itemized statements required to city, special performance measures required for community benefit, the City maintains the trail ski tracks on the golf course, tenant pays $250.00 per month for utilities which may increase in future lease years. 5 year lease with option to renew automatically for another 5 year term, 299 square feet of concession space plus mobile cart privileges, rent is 3% of the gross sales monthly plus cost of living price index increases after the third and fifth years No deposit Renewed as of May 23, 2017 via a letter Under review by staff P63 I. Month to Month Under review by staff Month to Month Under review by staff Month to Month under review by staff Month to Month under review by staff Month to Month under review by staff Month to Month under review by staff Month to Month under review by staff Month to Month under review by staff Auto renewals each play season Auto renewals See general agreement as it addresses multiple sites, locations, shared use opportunities P64 I. One year terms, no expiration One year terms, no expiration 5 year lease Rent + 8% on gross after breakpoint 5 year lease 5 year agreement with option to extend 5% of gross sales, settled monthly P65 I. Cost per /Square footage/year Contract Received Y or N approximately 2475 square feet of finished space Y approximately 7,500 square feet used by animal shelter and 1,600 square feet used by rental units.N aprox 1,200 sq ft Y Y Y Y P66 I. Y Y P67 I. Y Y Y Y P68 I. Y Y Y Y Y Y Y Y Y N Y P69 I. Y No fee Y $48/sq foot / month {2618 sq ft} Y $80/sq foot / month {497 sq ft} Y n/a Y P70 I. Aspen School District P71 I.