HomeMy WebLinkAboutCAO-08-010 - Centre Block Evaluation Committee Recommendations
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REPORT
Report To: Finance and Corporate Services Committee
Date of Meeting: June 16, 2008
Submitted By: Rod Regier, Centre Block Evaluation Committee Chair
Prepared By: Rod Regier,
Hans Gross
Dan Chapman
Michael May
Wards}Involved:
Date of Report: June 10, 2008
Report No.: CAO-08-010
Subject: Centre Block Evaluation Committee Recommendations
RECOMMENDATION:
That Andrin Investments Limited be selected as the successful proponent for the redevelopment
of Centre Block on the basis of the evaluation and recommendation of the Centre Block
Evaluation Committee as set out in Report #CAO-08-010, and on the basis of Andrin's
preliminary design concept as presented to Finance and Corporate Services Committee this
date; and further that
Staff be directed to continue negotiations with Andrin Investments Limited on the details of a
non-binding Letter of Intent to be used as the basis for the preparation of a development
agreement for Centre Block.
BACKGROUND:
Centre Block Terms of Reference and Request for Proposals
On October 16, 2006 Kitchener City Council approved the Terms of Reference for a second
request for proposals on Centre Block as well as the structure of the Centre Block Evaluation
Committee (Report CAO-06-060).
Council also directed staff to issue a Request for Expressions of Interest and Proposals for
Centre Block Redevelopment under the approved Terms of Reference and directed the
Evaluation Committee to conduct a review of the development proposals which would include a
public consultation process on the final proposal(s). It was also directed to conduct negotiations
with the finalist developer(s) on the terms of the land sale and purchase of parking by the City.
The Terms of Reference document comprehensively sets out the City's vision for the
redevelopment of Centre Block and provides the framework and process for the selection of a
successful proponent. The process was developed by the Centre Block Steering Committee
with guidance and extensive advice from the City's Fairness advisor, James McKellar. The
Centre Block Evaluation Committee has rigorously adhered to the following four-step process:
• Step 1 -Submission of Expressions of Interest
• Step 2 -Screening of Expressions of Interest
• Step 3 -Interview & Scoring of Proponents to select the final Proponent(s)
• Step 4 -Submission/Evaluation of detailed proposal(s) and selection of the successful
Proponent
The City of Kitchener is currently completing Step 4 of the process.
Centre Block Evaluation Committee
The mandate of the Centre Block Evaluation Committee was to:
Evaluate the Expression of Interest Proposals received and screen applicants to be
interviewed based on their ability to provide a successful redevelopment.
Interview the selected proponents and short list them to two final proponents.
Gather public input on the final two detailed proposals and use that input as one piece of
information in evaluating those proposals.
Conduct negotiations with the final proponents} and make a recommendation to City
Council on the final, preferred development proposal for Centre Block.
The Committee includes the CAO as well as senior staff from Economic Development,
Planning, Purchasing, the Kitchener Downtown Business Association. It also included citizen
advisors with expertise in financial, building design, development/real estate/planning, and
development construction. A list of Centre Block Evaluation Committee members is attached.
City Vision, Objectives and Design Guidelines for Centre Block
The Centre Block Terms of Reference (as approved by city council} stated that the Centre Block
redevelopment proposal should include provisions for city owned or leased parking, new high-
quality residential development, street level commercial and/or retail, use of reclaimed bricks
and timber from former buildings on the site, and the incorporation of 11 Young and 156/158
King Street West in the redevelopment. The terms of reference outlined a vision and set out
design guidelines for the project. In essence, the City of Kitchener required a development
proposal with the following elements:
1. A vibrant people place -with lively street life, outdoor patios, day/night vitality, window
shopping, human scale development, comfortable outdoor meeting places, mixed uses.
2. Creative building design and spaces -making use of existing historic buildings, using
high quality building materials, artistic signage, public art, attractive roof and skylines,
interactive landscaped spaces and landmark buildings.
3. Recreating "Main Street" -with active uses, along King Street and maintaining a flow
between indoor and outdoor uses, appropriate proportions and rhythm.
4. Add urban green -through the potential use of trees along public roads, landscaped
planting beds, planters and green roofs.
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In addition, the proponent was asked to:
provide a development that uses the entire site
provided a development that maximizes the land available in accordance with
Kitchener's Zoning By-Law regulations
provided a maximum amount of diverse residential development
ensure that active uses are focused along ground levels that face public streets and
spaces
provide outdoor spaces within the site for comfortable pedestrian movement, meeting,
relaxing eating or reading purposes and with linkage to indoor activities
incorporate Crime Prevention Through Environmental Design (CEPTED} principles in
site and parking design.
incorporate Leadership in Energy and Environmental Design principles into the buildings
develop the entire site in a timely manner
The Centre Block Terms of Reference were published in November 2006. Three Expressions of
Interest were received in January, 2007. The Centre Block Evaluation Committee conducted a
review of the Expressions of Interest, including interviews with each of the proponents. Two
proponents subsequently withdrew from the competition, leaving Andrin as the sole proponent.
The Evaluation Committee recommended that Andrin proceed to the fourth stage of the process
with the preparation of a complete development proposal. On April 2, 2007, the Committee
informed Finance and Corporate Services Committee of Council of the finalist proposal from
Andrin and the public consultation process for the proposal.
The public consultation process for Andrin's Centre Block proposal was launched on June 25
and lasted until August 3, 2007. Detailed information on the public consultations can be found
under the Communications Section of this report.
REPORT:
Committee Summary Evaluation of Andrin Proposal:
The Centre Block Evaluation Committee has reached a consensus position in support of
Andrin's proposed site plan and financial arrangement for the purchase of Centre Block and the
construction of City of Kitchener parking spaces on Centre Block.
The Andrin proposal meets all of the criteria set out in the Centre Block Terms of Reference
adopted by Council in October 2006. Andrin proposes ahigh-quality mixed-use development
which includes diverse residential development, ground floor retail, combinations of safe,
connected public and private outdoor spaces. They have proposed the allocation of 250 parking
spaces in a portion of the underground structure to be retained in City ownership.
The project sets a new standard for architecture and urban design for a high density residential
project in the Waterloo Region. It achieves maximum density on the site and makes a significant
contribution to Kitchener's downtown as a vibrant urban place by attracting new residents and
contributing to an improved balance between employment and residents in the downtown. The
proposal addresses the City's requirement for Leadership in Energy and Environmental design
BLEED}, supporting Kitchener's Environmental Strategy. It also advances the objectives of the
City's Economic Development Strategy, Economic Development Investment Fund by creating
anew magnet for talented young people and investment, strengthening the brand of Downtown
Kitchener.
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The developer has a track record of high quality reurbanization projects in Kitchener, the
Greater Toronto Area and in the United States. They have the financial, technical and marketing
expertise to successfully build this project.
Andrin's proposal was subjected to a rigorous public consultation process. Public opinion
gathered through this process was strongly supportive of the project. The specific feedback from
the public was utilized in discussions with Andrin regarding the details of their proposal and has
resulted in changes to the proposal that improve its ability to achieve the City's objectives.
Centre Block Valuation:
To determine the appropriate value for the Centre Block properties, the Evaluation Committee
followed the procedure outlined in the Terms of Reference. Independent appraisals from two
professionally qualified companies were obtained by the City and by Andrin.
As the difference between the two appraisals was greater than 10%, on the advice of the City's
Fairness Advisor, James McKellar, the City and Andrin jointly sought a third professional opinion
on the value of the lands and buildings from a recognized real estate valuation company -Altus
Group using a "residual value methodology". Results of this process are outlined below. The
residual land value methodology differs from the real estate appraisals in that it is based on a
detailed assessment of the project financial proforma. A detailed list of hard and soft costs as
well as a reasonable assumed profit margin are subtracted from the anticipated revenue from
the project to determine the residual land value.
Following detailed discussions regarding the Centre Block proposal proforma, Andrin submitted
a financial proposal to the Evaluation committee. They propose to pay the City of Kitchener $2.3
million for the vacant portion of the land, $100,000 for the land portion for the retail on King, and
$700,000 for the heritage buildings at 11 Young and 156/158 King for a total of $3,100,000.
Table 1. Centre Block Appraisals and Valuation Results
Appraisal firm Commissioned by Valuation
City Management & Appraisals -Terry
Macklin, August 2007 City of Kitchener $5,160,000
Edward C. Kennedy & Associates,
October 2007 Andrin Investments Limited $2,640,000
Altus Group, May 2008 Jointly by Kitchener and Andrin $3,100,000
Parking:
Andrin Investments Limited has offered to provide the city with its required parking spaces at a
price of $35,000 per space indexed to inflation. This price is supported by the Altus Group as
well as the work of the City of Kitchener in determining the value of its "Cash in Lieu of Parking"
policy.
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FINANCIAL IMPLICATIONS:
The Centre Block Terms of Reference outline that the City will pay for its parking on Centre
Block with a combination of land sales and cash allocated in EDIF. In its 2008 Budget, Council
confirmed the availability of $5,500,000 million in EDIF for this purpose. Combined with the
sales value of $3,100,000, the City of Kitchener has available a total of $8,600,000 less
transaction and land remediation costs with which to purchase parking.
Preliminary estimates indicate that the available funding is less than the total cost of parking to
the City. An estimated funding shortfall of $0.4 million is presented by the current proposal. For
the time being, it is assumed that this shortfall would be funded out of the remaining
uncommitted EDIF allocation with a view to recovering it from the future parking enterprise. City
staff will continue to negotiate financial terms with Andrin Investments Limited and will refine
cost estimates with the goal of funding the parking requirement entirely out of the existing EDIF
provision and land sale revenues without a requirement for any additional funding.
COMMUNICATIONS:
Public Consultation on Community Vision & Objectives:
Since November 2005, Kitchener residents and taxpayers have been consulted on the
redevelopment of Centre Block. Through public consultations such as the 2005 Centre Block
Design Charette, the 2006 Centre Block Citizens' Forum and the 2006 Downtown Design
Guidelines process, citizens played an important role in clearly defining the communities shared
vision for what we want to see on a redeveloped Centre Block. That public feedback directly
impacted the vision and objectives for the block which were approved by city council in October
2006.
Public Involvement in Centre Block Committees:
Throughout the life of the Centre Block redevelopment project, members of the public have sat
alongside city staff on two individual project committees -the Centre Block RFP Committee and
the Centre Block Evaluation Committee. Citizens representatives on the committee brought with
them specific expertise in areas such as design, development and finance. At all times
throughout the project, the Kitchener Downtown Business Association has had a representative
on each of the project committees.
Public Consultation on Andrin's Proposal:
In February 2007, city council directed city staff and the Centre Block Evaluation Committee to
conduct extensive public consultations on Adrin's proposal to redevelop Centre Block (CAO-07-
010}. Those consultations were the most extensive public consultations on a private sector
development within the region in recent memory. They far exceeded the extent to which similar
private-sector developments in the region have been subject to public feedback before approval
to proceed.
Running for a period of approximately six weeks, the public consultations on Andrin's proposal
included seven different ways citizens to share their feedback, including:
1. A dedicated website with information and an online feedback form.
2. A brochure and feedback form which was delivered to every house in the City.
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3. Three public meetings.
4. A conceptual model of Andrin's proposal for viewing at various locations throughout the City.
5. A dedicated email address where residents sent their comments.
6. A dedicated phone line residents could call into to leave their feedback.
7. A dedicated mailing address for residents to mail in their comments.
Results of Public Consultation on Andrin's Proposal:
The results of the public consultations on Andrin's proposal were released to the public on
August 14, 2007. In total the city received 247 formal responses as part of the public
consultations. Additionally, city staff estimate that approximately 700 people provided informal
verbal feedback at public meetings and the tour of the conceptual model. Overall, the feedback
received was overwhelmingly positive. A more detailed summary of the feedback received on
the proposal is attached to this report.
Aspects of the plan that many citizens highlighted as positive components include:
^ Greenspace/public courtyard
^ Mixed use of retail and residential, with the possibility of cafes, stores and restaurants
^ Design/architecture
^ Heritage preservation -reuse of materials from past buildings, and the plan to restore
the Mayfair as a hotel and spa
^ Building height
^ Green roofs
^ Parking
Citizens also made suggestions as to how Andrin Limited could improve the proposal. Some of
those ideas include:
^ Adding a larger retail component, including a grocery store
^ Enhancing the planned greenspace/public courtyard and improving access
^ Changing the design/architecture to incorporate more contemporary elements with the
City's historic features
^ Modifying the parking plan
^ Reusing more materials from previous buildings on the site, such as the Forsyth factory
^ Adjusting the height of the buildings Some people said towers were too tall; while others
said they weren't tall enough)
The results of the public consultations were shared with Andrin who has prepared a response to
the public feedback which it will share with city council and make public.
CONCLUSION:
The Centre Block Evaluation Committee strongly recommends
Investments Limited as the successful proponent of the Centre
the development concept and the general terms of the financial p
parking value), recognizing that Council will not be in a position
such time as their proposal has gone through the full process inc
a development agreement and the site plan review.
Council's approval of Andrin
Block Redevelopment Project,
roposal by Andrin ~i.e land and
to make a final decision until
;lading detailed negotiations of
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The Evaluation Committee believes that Andrin's proposal meets the city's objectives for the
block, has wide public support and fits within the financial framework the city anticipated.
At Council's direction, staff will continue its negotiations with Andrin on the content of a
confidential non-binding Letter of Terms, setting out the key business terms of the proposed
transaction, to be used in the negotiation of a formal development agreement. The confidential
non-binding Letter of Terms will be used as the guiding principles on which basis the detailed
development agreement will be structured. The City's commitment will only occur upon the
subsequent approval of Council and the execution of the Development Agreement.
Rod Regier, Chairperson
Centre Block Evaluation Committee
Michael May
Director of Communications
Hans Gross
Director of Economic Investment
and Project Administration
Dan Chapman
General Manager of
Services
Financial
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