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5.0 EDSR 09-08-2008ITEM # 5. t~ver MEMORANDUM TO: Economic Development Authority FROM: Jeff Gongoll, Community Development Director DATE: September 8, 2008 SUBJECT: 171st Focused Area Study Purpose Provide afollow-up to the August 11, 2008, EDA and City Council workshop meeting regarding the 1718` Focused Area Study (FAS1~. Affirm the components and scope of activities that will take place to complete the study. Background/Discussion The EDA and City Council has indicated its desire to conduct a study that establishes a strategy to complement and maximize the benefits of the Northstar Commuter Rail operation. The FAST will provide short and long range guidelines for new development, including retail, professional and light industrial, and possible redevelopment opportunities within the boundaries of the study. The FAST will also help establish expectations for land uses and design guidelines in and around the Northstar Rail station. Next Steps 1. Project Boundaries/Information Assembly • Previous discussion has suggested the following boundaries for this study which need to be confirmed: North -175` Avenue South -165' Avenue East -Monroe Street (i.e., Elk River Station) West -Hwy. 10 • Identify property owners. • Identify current land use. • Assemble list of vacant/developable property. 2. Scope of Work • Prepare land use/best use concepts within the study area based on projected transit oriented opportunities, transit station location and land use goals. • Determine development and redevelopment potential based on opportunities and constraints identified by land use scenarios. - Mixed use projects. - Transit complementing uses. • Gateway Business Park: - Determine land value. - Recommend sale of individual parcels or entire property. • Estimate timing of development based on market conditions. • Identify potential beautification/aesthetic improvements. • Establish FAST Marketing Plan. • Complete review with EDA, Planning Commission and City Council. 3. Determine Infrastructure Needs • Complete utility plan including water/sewer and storrn water costs based on desired land use. • Determine wetland mitigation needs and cost. 4. Implementation • Finalize infrastructure needs. • Prepare any ordinance modifications. • Initiate formal marketing plan. Financial Impact The results of the FAST will help establish costs associated with the development of the Gateway Business Park (wetland mitigation, utilities, infrastructure) and ultimately the value of the property for potential sale for the desired development(s). Requested Action Confirm the study boundaries and affirm the scope of activities for completion of the 1715[ Focused Area Study. Several cities along the Northstar Commuter line have completed their own transit oriented development study -including Minneapolis, Coon Rapids, Anoka and Big Lake. We intend to draw from their experience to determine whether to consider hiring a consultant to complete the study. Any recommendation -including costs and timeline -will come back to the EDA for review and approval. ~} ~~ ~o~~ t~ I I ~[ ~:}~ ~c~c~. ~n ~c~~ r~~~Y ~~ ~ u~`~~ V'~i..~ e l~G~ ~~ Image/Marketing In follow up to a few of the City Council's priority issues identified in the planning workshops, "Image" and "Marketing for Commercial & Industrial Development", staff is awaiting discussion and direction from the City Council and/or EDA and Marketing Committee regarding the following items relative to staff initiating aggressive marketing strategies: 1) Identify the city's desired "target market" for specific types of commercial and industrial development. 2) Identify desired market focus/theme (e.g. Light Industrial Hub, Energy City, etc.) 3) Identify sites for commercial and industrial business park development to maintain a sufficient inventory. This discussion and direction may be appropriate during the anticipated joint Council, EDA and HRA workshops early in 2009 when the Strategic Plan for Economic Development is developed. ~C~~1C~~~~~- IL C1~~G~ ~~~ News: National • keel Estate taft~rr~tii°h October 08, 2008 Written by Sasha M Pardy (spardy@costar.com) Survey Charts Direction of Store Openings & Closings Among Major Retailers Results of BDO Seidman's CFO Retail Compass Survey; Costar Provides Major Retailer 2008 Store Opening/Closing Metrics BDO Seidman just released the results of its annual Retail Compass Survey of CFOs of retailers with revenues in excess of $100 million. Despite acknowledging that high fuel costs, the weak housing market, the upcoming presidential election and rising inflation have taken their toll on consumer confidence this year, 61% of the CFOs surveyed said their companies recorded the same or increased sales during the first six months of 2008 as compared to 2007. In fact, for all of 2008, 67% anticipate sales to be the same or better, specifically projecting a 3.5% increase for 2008. (note: the BDO Seidman survey was conducted in August and September 2008) On store closings, 36% of the CFOs surveyed and 57% of the top 100 retailers' CFOs said they will have closed stores in 2008. However, suggesting the bulk of these closures are only in the normal course of business, only 33% of the top 100 said 2008 store closings would be up over 2007 -- 50% said the number of closings would be about the same, while 17% said less stores would be closed. On a more positive note, 77% of all CFOs and 67% of the top 100 CFOs, said their companies did not or would not reduce or delay store opening plans in 2008. However, continued credit market mayhem could have adverse impact on store expansion plans for the remainder of 2008 and into 2009, as 41% of CFOs said they had seen some tightening of credit from their lenders. One hint of the impending likelihood of less stores being opened in 2009 is reflected in the table below; as most retailers have yet to share their 2009 store opening guidance with the public. Some retailers have already stated they would only open stores in 2009 that were signed off many months ago; this could be a trend we increasingly see as retailers announce 2009 store opening plans over the next three months. Costar Advisor compiled the following table from researching the most recent quarterly reports, transcripts and SEC filings of the top retailers in most major U.S. retailing categories. Key metrics including the current size of the chain, typical square footage of stores, as well as the number of store openings and closings in 2007 - 2010 are provided. In aggregate, the retailers listed in this chart opened nearly 3,000 stores in 2007, and in stark contrast, the same retailers expect to open approximately 1,800 stores in 2008. The store closing figures are not so drastically different -- in aggregate, these retailers closed at least 910 stores in 2007; in 2008, that number is up to at least 1,296 stores (589 of these are from Linens 'n Things' liquidation alone). Keep in mind however, the 2008 store closing aggregate is conservative, as it doesn't account for the likelihood of additional Mervyns stores closing, any impending bankruptcy news (possibility of Circuit City, for example), and in addition, retailers were not quick to publicly share incremental store closing expectations for this year. If you would like to receive this table in excel spreadsheet format, please request it via email from the editor, Sasha Pardy, at spardy@costar.com. Copyright (c) 2008 Costar Realty Information, Inc. All rights reserved. CONTINUED: Survey Charts Direction of Store Openings & Closings Among Major Retailers If you would like to receive this table in excel spreadsheet format, please request it via email from the editor, Sasha Pardy, at spardy@costar.com. (Editor's Note: To keep up on happenings and trends in retail real estate, subscribe to Costar's Retail News Roundup, a weekly column covering retailer expansions and new concepts, store closings, bankruptcies, cutbacks, acquisition, mergers, sales. new shopping centers, personnel changes, and sustainability. Follow this link for access to back issues of the roundup. In addition to appearing every week in the national news and "> retail news sections of our web site, you may also receive the Retail News Roundup for free via email by requesting to be added to the distribution list by contacting senior editor, Sasha Pardy at spardy@CoStar.com Also, click here to subscribe to Costar's dedicated Retail RSS Feed. Copyright (c) 2008 Costar Realty Information, Inc. All rights reserved. ., DEPARTMENT .. Sears 2,110 55 net 25 net+ 134(000' JC Penne 1,083 50 35 20 1 ~ =?:.000 Kohl's 1,000 112 75 50 I ('~ 0 ',3i)00 Mac 's 816 10 5 6 to 8 180,000 Bloomin dale's 40 2 0 1 0 .:5,000 to 250,000 Dillard's 318 9 4 11 13 172,700 Bon-Ton 281 2 2 4 92,857 Me ns bankru t 176 0 0 0 13 27 to 203 65,000`to 85,000 Nordstrom 159 4 11 7 1 130,000 to 140,000 Saks /Off 5th 101 0 2 4 1 1 111,000 or 28;000 Neiman Marcus 64 5 4+ 1 2 0 0 80,000 to 120,000 ~. HOMEIMPROVEMENT/SUPPLY •. The Homebe of Stores 1,965 87 36 30+/_ 30+l- 0 15 105;000 Lowe's 1,577 153 120 75 to 85 C 0 113,253 Ace Hardware Private 4,594 54+ 90+ Tractor Su I 814 89 88 fo 93 0 0 1 ~.3?0 tr 1 r_~,~~~~_ 84 Lumber 380 0 2 12 52 50,000 •. BOOKS ~~ •. ~~: iii ~ ~ ~~ ~~: i~~ . - ~ Barnes & Noble 723 31 30 to 35 20 to 25 13 15 to 20 30,000 B. Dalton 73 0 0 0 0 13 12+ 2.000 to 6,000 Borders 518 18 14 8 2 :25;000 Waldenbooks 468 1 0 0 0 75 22+ 3,878 •. ELECTRONICS ~~ •. ii: i~~ ~ ~ ~~ ~~: its Best Bu 973 101... 85 to 100 0 4 20;000 to 45,000 Stand Alone Best Bu Mobile 21 4 0 0 1,500 Stand Alone Geek S uad 7 0 0 5 Likel 2,000 Ma nolia Audio Video 13 0 0 7 Likel 12,000 Pacific Sales Kitchen & Bath 22 5 5 to 10 0 0 34,000 Circuit Ci 714 43 38 to 45 0 to few 4 7 to 10 20,000 Radio Shack 5.883 0 0 0 132 net 48+ °27 Apple 212 2Z, 40' 7, X33 • •. HOME GOODS/FURNITURE •~ Bed Bath & 8e and 903 66 50 20,000 to 50,000 Christmas Tree Sho s 41 7 12 20,000 to 50,000 Harmon 40 1 1 20,000 to 50,000 bu buVBABY 10 1 "several" 28.000 to 60.000 Tuesda Mornin 842 63 48 37 fo 41 15 16 12 to 16 ` 6,000 to 15,000 Linens 'n Thin s (bankru t) 371 18 0 0 0 0 218 to 589 25,000 to 45,000 Kickland's 323 35 5 to 7 15 to 25 49 35 to 40 15+ 6,300 Williams Sonoma 260 3 23 1 15 7,100 Potte Bam 200 4 15 3 9 16,400 Potte Bam Kids 95 2 3 0 2 9,600 West Elm 32 5 10 0 0 15,300 Cost Plus WorldM'~rket 296 15 15 0 4 18 15,7n0 MAJOR RETAILERS BY CATEGORY -STORE OPENING/CLOSING METRICS - .. DISCOUNT DEPARTMENT .. TJ Maxx 861 26 15 to 20 '30,000 Marshalls 801 28 25 to 30 32,000 Home Goods 301 19 25 net 27,000 A.J. Wright 133 0 5 net 2+ 26,000 Ross Stores` G38 71 72 net - 4 30,000 dd's Disco rv 55 26 5 Burlington Coat Factory 417 19 rr20 -}0 0 30,000 •. SPORTING+GOODS •~ Dick's S ortin Goods 357 46 43 0 1 56,000 Golf Galax 84 16 10 ~ I 15,000 S orts Authorit rivate 441 33 37 °40 000. Cabela's 28 8 2 2 y u -) '~~~00 to 125,GCJ ass. ro of oor or (ovate 52 6 3+ ~ 150,000 : • •. GROCERY ~~ ~. Kro it 2,476 23 70 to 80 43 _ 58 000 Su ervalu 2,474 73 70 to 80 'S '.5,000; 40,000; 60,000 Safewa Incl Canada 1,738 13 - 20 ~9 13 55,000 Publix 937 44 45 ~ ~ 28,000 to 54,000 Sto & Shd 561 10 14+, 25 13+ ~ 50,000 Giant Landover 147 1+ 50,000 Walmart Neighborhood Market 143 00 25 20 to 25 40,000 to 50;000: Chris Carlson ~~~~ ~ yfounded Sportech, Bnc. out of «~°~ii`S° his home as an aftermarket recognized leader in the power sports industry. Worth over Szo million in sales, the go-employee company provides thermoformed plastic products ro internationally known OEMs in the power sports business. • Carlson recently gave a presentation at an enterprise Minnesota business conference on supply chain management at the iJniversity of Minnesota. Carlsan attributes much of his company's success to ar. acute awareness of the many "soft issues" in business and a dedication to preserv- ingand promoting a clearly defined company culture. E~t~rprise il~innes®ta. The soft issues are of- ten overlooked in business, yet you freely point to them as key advantages for Sportech. Tell us hour you have approached this through the }'ears and why it's been a priority for you. `"p° I've never really liked referring to them as "soft issues," because "soft" implies that they are insignificant. The reality is, I can't thinl: of anything more important than the culture that we've created and maintained through the years at Sportech and our approach to mane- of the soft issues we face on a daily basis. From the very beginning, we've tried to build the com- pany with an operational philosoph`, which is grounded in integrity, and we've used this as a basis for creating our culture. We have always placed a priority on the hiring process, and z6 ENTERPRISE MINNESOTA SEPT/OCT 2008 CC: Most manufacturers today are trying very hard to establish a clear point of differentiation with their customers, and product innovation is an obvious area of focus. At Sportech, we like to think of ourselves as a wildly innovative, creative company. But our cultural strengths are just as important as our other advantages-including de- sign, delivery, quality and price. We believe that our strongest customer relationships have been built largely with trust. If our products, services and prices are equal to those of our competitors, but the customer is more comfortable with us or trusts us because of our corporate values or our approach to business, we'll get the job every time. I also believe that most companies want to work with suppliers of integrity, where the people un- derstand right from wrong and where they'll give you honest answers, even when it's difficult to do so. The value that a culture of integrity brings to a supplier/customer relationship is vastly under- estimated by most suppliers today. we've tried to build a team with people who share common values and who are passion- ate about our industry. My hope was to create a culture that would eventually become a real statement about who we are as a company. Culture is one thing I've really tried to keep constant through the years. As the company has grown, my role has changed and I've been forced to delegate or "let go" of a few things- which is pretty tough for Type A's like me to do. But I've maintained control of the corporate culture piece, and it's one area that I won't let go. I really believe that culture is a top-down commitment; it has to start with me and I'm accountable for maintaining it. Enterprise Minnes®ta: You said that you be- lieve that one of the key advantages that Sportech has in the marketplace is its culture. How so? Enterprise t~linnes®ta: Why is it important for a business to align its culture with the culture of a potential OEM? ~~.: If you have built your company's culture on integrity, then I think it's important to try to align yourself with an OEM that has similar values, because if you go into a situation with an OEM that doesn't share your values, you could be entering into a no-win situation. Nearly all companies make some kind of a statement which portrays them as a company guided by integrity, but in some cases this philosophy doesn't always get carried through to the everyday operation of the company, and that's fine. We have been blessed at Sportech to work with some great OEMs with cultures centered in integrity, and working with them has actually made our culture stronger. The question is, are you pre- pared to do business in a setting where there's a possible misalignment ofcultures-where your values are vastly different? And of course this goes both ways-if you've struggled with your own internal culture and you are not sure if your whole team fully represents your values, are you prepared to engage with an OEM with a strong value system and a history of doing business as a company of integrity? Either way, it's a recipe for disaster. Employees Michele Zeller (left) and Narene Pouv (right) inspect and touch up wind- shieldsthat have just been drape- formed. After the windshields pass inspection they apply a piece of protective cling to both sides, place an inspection number on the cling and send them on down the line. Photograph by Marcus Paulsen ENTERPRISE MINNESOTA SEPT/OCT 2008 z7 Enterprise Minnesota: Any tricks you've learned that have helped you assess whether or not there's a potential fit with a customer? CC: I think that observant CEOs can easily determine the compatibility of a prospec- tive customer with some basic research on the company. One of the things I always look for is consistency in people. If you see people within the organization with similar values and with a similar approach to business, chances are this is more than a coincidence; it's an initiative from the leadership of the company. We've found that it's much easier to deal with consistent people who understand the goals and objectives of the company that they are working for. If there isn't clarity in this area, it makes it very difficult to be successful for suppliers because there are a variety of measurements being used. Deals are lost and relationships are severed because of misinterpreta- tion-don't let poor cornmunicat~on cause your do~nfalla CHRIS CARLSON Perhaps the most effective way to learn about the culture of an organization is to simply sit down and ask some of the employees. Do they like their job, the company, the direction the company is moving? Are the corporate goals and objectives clearly defined to all employees? Do they feel that they have an opportunity to con- tribute to these goals in their roles? It's amazing how much you can find out about a company just by asking a few questions of the folks that work there. Enterprise Minnesota: Beyond the resume, what should a company consider when hiring new employees? CC: I often refer to our culture at Sportech as the company's foundation-it's that important to us. If this is something that we are going to cast in stone as a core value, then we should be committed to bringing in the right people to sustain it. We look for "who" before we look for "what." In other words, we look at the person, who they are and what they stand for, before we look at specific skills or core competencies. There are lots of talented people out there, but only a few talented people who also happen to align with our corporate values. This is espe- cially important with salespeople and others who have direct contact with customers. Again, it's the responsibility of the key leaders in an or- ganization to clearly define the values, what they mean and how the company puts these values into the company's daily operation. When these values have been solidified, then the hiring pro- cess takes on a whole new level of importance. Corporate commitment to excellence starts with the hiring process. I really believe that the best companies have a tendency to over-hire. They bring in overqualified people and sur- round themselves with excellence. Then, when the company grows, they are far better equipped to deal with it. One hard lesson that I learned early on was the difference between knowledge and wis- dom. One of my favorite sayings is "wisdom is knowledge with a drive train." I've hired people who could spew lots of facts-think Cliff Clavin-but were lost when it came to the wisdom of applying that knowledge at the right time and place. They were strong in theory but had a hard time gaining traction when it came time to produce. I've learned that wise people are far more effective in the real world, and even though they are much more difficult to find, you are always better off holding out for wisdom than settling for knowledge. Finally, know that your OEM customers are watching as you build your team. I also en- courage periodic meetings with my customers in which we very openly discuss how our two teams are working together. It's a great oppor- tunity to get an honest assessment of how your team is interacting with the customer. If there is a problem, it's far better to find out in this settirig than to have things blow up on you later. I simply ask how we are treating the customer, and what we can do to bring more value as a supplier. And if they really trust me, my custom- ers will give me an opportunity to critique their employees. The result is a situation in which you anticipate and fix smaller problems before they become big ones. One of the things I've taken away from these customer meetings is a i8 ENTERPRISE MINNESOTA SEPT/OCT 2008 .:~ E i -4 sense of what kind of people we need to bring in to satisfy that specific customer. If you ask, they'll usually give you a straightforward answer about what you can do to step things up from a service standpoint. The key then is to integrate this into your hiring process by making the necessary adjust- ments to better serve the account. Enterprise Minnesota: Why is communication between the company and the customer so important? ~~: Deals are lost and relation- ships are severed because of misinterpretation-don't let poor communication cause your downfall. Many CEOs spend hours poring over detailed fi- nancial statements, productivity reports and highbrow tactical approaches to manufacturing efficiencies, yet they dedicate almost no time to improving communication within their organization and with their customers. One of my frequent battle cries at Sportech is, "Our downfall shall not be caused by a failure to communicate." Tell me the machine broke down, the mate>;ial didn't show up or even that we had a quality challenge, but don't tell me we failed because of a breakdown in communication with the cus- tomer. It's absolutely inexcus- able in my book. Communication becomes even more important as we've reached a collaborative or strategic level in our customer relationships. As we work closer together, their expectations of us change, oftentimes requiring us to take on additional re- ENTERPRISE MINNESOTA SEPT/OCT 2008 zg sponsibility in the communication dynamic. One customer recently put a hold on a project late in the design process because of some changes being made in the product. We made the mistake of assuming that because the customer requested the changes that they would then communicate to the order fulfillment side of their business that deliveries would be delayed. We quickly learned that the customer expected us to handle this communication, because of the in-depth involve- ment that we had within their organization on this project. It was an obligation that we were honored to accept, as it showed trust on their part. Our mistake came when we assumed that they were handling this. It's a mistake we won't make again. Simple misunderstandings can quickly turn into nightmares for companies that aren't pay- ing attention. Rather than trying to guess, in- terpret, decode or read smoke signals, just ask. Enterprise Minnesota: You mentioned that you believe companies with strong communi- cation models bring more value to their cus- tomer relationships. Has this played a role in Sportech's growth in the past? ~~: Absolutely! I really believe that today more than ever, OEMs are looking for suppliers who can bring the whole package to the relationship. That means they'll need to meet every objective set before them by the OEM including compet- itive pricing, on-time delivery and exceptional quality. But, even if you have a pretty tight grip on these areas, you'll still fall on your face if you can't effectively communicate with the cus- tomer. It's another one of those intangible, im- measurable deals where you can really set your company apart from others by demonstrating your commitment to effective communication. In the early years at Sportech, when we were first gaining some ground with a few OEM customers, we were competing with some real Goliaths in our industry. They seemed to have an irreversible stranglehold on the business we were fighting for. Eventually, we gained the trust of our customers, not with lower prices or some fancy new material, but by simply focus- ing on clear, concise communication. A couple of our competitors couldn't get their message across, they didn't follow up and they were famous for making assumptions, guesses and estimations when the job required facts. Now, don't get me wrong here, we busted our tails to earn this business, but I still contend to this day that the communication piece-the soft issue that our competitors chose to overlook-was the difference. I firmly believe that communi- cation is the great deal maker ... and the great deal breaker. ;, ~. ~OM E CAN I ~. OUR DOORS ARE ALUJAYS LOCKED .~: .-: .3... ~._. !®\ _.. ~. _s1a_ En#erprise Minnesota: How can a company 3o ENTERPRISE MINNESOTA SEPT/OCT2008 j motivate its employees to be innovative? cc: I think it's critical to develop a culture of innovation and then apply it to all areas of your business. Innovation can't just be what you do when busi- ness gets slow and you need to VUe all fail in business soroetirnes, but we don't all learn and brow from our failures. iNe can either pack it up or quit, or we can learn from our mistakes, take accountability and get stronger in the process. CHRIS CARLSON generate new revenues. It has to be the default setting for everything your company does, not just in design or new product development, but throughout the whole company. Innovation can transform a company if it is established as a core value, but the key is to sustain it and utilize it as a key driver. Our team at Sportech loves to in- novate in every area, and it's really expected at all levels of our business. We are finalizing our plans fora company- wide move into our new manufacturing facility. I've been amazed at how my leadership team has developed a very cool-and very innovative- plan to pull this move off smoothly. They have a plan that is well thought out, and in doing so they have saved us a bunch of money and drasti- cally reduced the amount of time that we will be shut down. They won't win any awards for this innovation, but it sure will prove to be benefi- cial for the company, and it happened because our team instinctively turned to innovation as it faced the task, because it's an integral part of our culture. Enterprise Minnesota: So, you believe that a strong culture can actually be a differentiator for suppliers? C~: You bet! I think more and snore companies are starting to focus on culture and values within their companies, and in the process they are put- ting themselves in a great spot to effectively offer a clear point of differentiation. Why not focus on key cultural advantages within an organization such as passion, integrity, character and authen- ticity? Some might say that these traits sound elementary or obvious, but look around you and take note of how many companies have failed be- cause they abandoned these basic, time-honored principles. If Enron had chosen to be authentic and honest, it would still be around and inves- tors would not have lost millions of dollars. And with the surge of business failures resulting from unethical business practices, dedication to ethical business practices has never been more important. Enterprise Minnesota: How can businesses maintain good relationships with customers when something goes wrong? CC: One of my favorite authors is John Maxwell, one of the nation's foremost authorities on leader- ship. In his book "Failing Forward," Maxwell reinforces the importance of making the most of our failures. We all fail in business sometimes, but we don't all learn and grow from our failures. We can either pack it up or quit, or we can learn from our mistakes, take accountability and get stronger in the process. One of our largest customers-a Fortune S00 OEM that watches its suppliers closely-tells us that the relationship we are enjoying with them today is partially because of how we handled a near disaster in the early stages of our relationship with them. On one of our first large orders with this customer, we shipped multiple truckloads of product to them with a hardware assembly that contained the wrong components. To make matters worse, the instruction sheet inside the assembly was for another customer, who happens to be a competitor of this customer. It was not a pretty situation! We called the customer, identified the problem, proposed a corrective action plan and immediately went about fixing the problem. After the problem was corrected, we made some process changes, mapped them and demonstrated to the customer that we were confident that this simply could not happen again. The customer was firm yet incred- ibly fair in this situation, and we were able to not only maintain the relationship but we've been able to grow our business substantially with this customer. We failed forward in this instance, and the lesson that we learned was invaluable. ~ ENTERPRISE MINNESOTA SEPT/OCT 2008 g~