This is the actual City form, filled in section by section. Updated August 18 from Diane's three newest files — her revised application narrative, her new bid spreadsheet (the cost worksheet went from 3 priced lines to 17), and the TIF statute for section 2.k. Everything marked [NEED] is what's genuinely still open: four bids, John Horne's signature, the lease, headcount, and the basement answer. Nothing is invented; nulls are left honest.

Applicant

Form page 4 — Applicant Information
Name
Stephen Banker
Business
Joshua Tree Cabinetry (Inc.)
Address
78 John G Mine Rd, Helena, MT 59602
Phone
(406) 443-3211
Email
stephen@joshuatreecabinetry.com [confirm]
Entity status
A partnership or corporate entity known as: Joshua Tree Cabinetry, Inc. — organized under the laws of Montana

Project

Form page 4 — Project Information
Building address
1316 Bozeman Avenue, Helena, MT 59601
Legal description
NORTHERN PACIFIC ADDN, S29, T10 N, R03 W, BLOCK 25, Lot 1–4, 35' CLOSED COOKE ST
Tax / parcel ID
2852 · Geo 05-1888-29-2-32-15-0000
Zoning
CLM — Commercial Light Manufacturing
District
Inside the Railroad URD (levy "TIF Rlrd URP" on the tax card)

Property Owner

Form page 4 — Property Owner Information (written owner permission required)
Owner of record
John Horne
Mailing
1316 Bozeman Ave, Helena, MT 59601-2941
Permission letter
Drafted and ready — [NEED signature + phone + email]
Lease
[NEED — term + permission to alter exterior]

Description of Project

Form page 5 — separate attachment · existing, not new construction
Restoration of the exterior of an existing historic stone warehouse for adaptive reuse as a working cabinetry shop. Scope: restore/replace window glazing; remove concrete from eight historically filled window openings and one rear door and restore them; repair corroded window wells (including the well between this building and the adjacent State building); repair man doors and rear barn doors; masonry repair and repointing; rebuild rear gutters; rebuild the ADA ramp; replace the overhead door. All work is rehabilitation of an existing building. No new construction.

Project Cost Worksheet

Form page 7 — Professional Services / Construction / Other
CategoryItemAmount
ConstructionOffice windows — Milgard single-hung, 6 + 1 (Custom Glass & Windows)$5,560 — refresh quote before spending
ConstructionOffice window labor & materials (JTC, 7)$1,400
ConstructionFront shipping windows — casements, 6 (Custom Glass & Windows)$4,746 — refresh quote before spending
ConstructionFront shipping window labor & materials (3)$1,200
ConstructionBasement front windows — casement craftsman, 3 (Every Window)$2,704.59
ConstructionRemove concrete from 8 covered windows (front 3, back 5)$1,600
ConstructionRestore window encasements — frame and glass, 8$6,000
ConstructionRemove concrete from 2 doors + restore doors (back)$6,000
ConstructionWindow wells, 2 (front)$1,000
ConstructionMan doors (office + loading dock)[NEED bid]
ConstructionBifold barn / double-hinged doors, 3 (back)$5,400
ConstructionMasonry + repointing, front and back (Karson Klass)$6,300
ConstructionRear gutters — aluminum, entire building[NEED bid]
ConstructionHandicapped entrance, panic bar$5,000
ConstructionADA extended ramp + landing zone[TBD]
ConstructionOverhead doors, 5 (Overhead Door Co. of Helena, Est. #710 — approved Jul 21)$19,220 — deposit $11,532 due Sept 8
ConstructionMural restoration — scaffolding, paint, labor (with John Horne's blessing)$2,500
ConstructionGraffiti removal (2 instances)[NEED bid]
OtherDisposal of removed materials[NEED bid]
Soft costsPermits, surveys, design[NEED]
SubtotalBids identified to date (Diane's worksheet, Aug 17)$63,326 — her own roll-up column; $68,631 counting every priced sub-line
TotalTotal project development cost[Open — pending 4 bids + soft costs]

Project Financing Worksheet

Form page 8
LineAmount
Applicant / private investment — Stephen has already begun work with his own funds and labor, and "has obtained a line of credit from a home equity loan of up to $250,000" (Diane's narrative)Up to $250,000 + own funds already invested
Other funding sources in the pipeline (not counted here): Helena BID façade program (~Nov cycle) · Big Sky Trust Fund (up to $5,000/new job) · MT Historic Preservation Grant (March 2028 cycle) · historic tax credits (owner side)Pipeline — listed for the record
TIF request (≤ 50% of eligible exterior)Finalized when the last 4 bids land — on current bids, identified eligible exterior work totals $63,326
Total project financing[Open — follows the completed cost worksheet]

Jobs · Completion · Taxes

Form page 6
Permanent / part-time jobs
[NEED — current headcount + planned at 1316]
Completion date
End of 2027 — "the project is anticipated to be completed by the end of 2027, though much of the work has begun or will begin in 2026" (Diane's narrative)
Current property taxes
$12,716.16 (2025) — paid / current
Property ownership
Applicant is the building's new lessee and future owner (Diane's narrative); John Horne is owner of record
Basement use
[NEED — storage vs occupied shop; drives egress]

Narrative — Description of Project

Form page 9, section 1
1316 Bozeman Avenue is a historic stone warehouse in Helena's Railroad Urban Renewal District. From 1949 until July 1, 2026 it was Capital Transfer & Storage, the three-generation Horne family moving and warehousing business. The building now shows the wear of that long life — broken glazing, corroded wells, openings filled with concrete, deteriorated pointing, failing gutters, an inadequate ADA ramp. Stephen Banker of Joshua Tree Cabinetry, a Helena craft business founded in May 1992 and in Montana since 1998, is leasing the building to restore the exterior and run his cabinetry shop inside — in Diane's words, the building's "new lessee and future owner." The project keeps a working craft business in the District and recovers the building's historic industrial character. New in her revised narrative: with John Horne's blessing, JTC will brighten and restore the mural on the smaller building; two instances of graffiti will be removed; a sidewalk water spigot and an air station for cyclists' tires will be added for everyone passing through the District; and a historical display inside will tell the story of the building's owners and of Capital Transfer & Storage, "for anyone to enjoy."
District context (sourced): the 1935 earthquakes destroyed the State Liquor Warehouse on Bozeman Street; the State still owns the next-door 1320 parcel. This building is the former Nash-Finch food & beverage distributor warehouse (managed by Christie Transfer & Storage, ~1935), per "Helena As She Was" (2020).

Narrative — Logistical Considerations

Form page 9, section 2
Feasibility
Applicant is an established 30+ year Helena business, already investing private dollars and underway on the project.
Ability to perform
Decades of local custom work, furniture restoration, and millwork; consistent five-star reputation; own installation team.
Timely completion
Work already begun in 2026; completion anticipated by the end of 2027 (her narrative). Overhead doors already approved and scheduled (deposit due Sept 8).
Taxes paid
Yes — 2025 taxes $12,716.16 paid and current.

Narrative — Economic & Community Development Potential

Form page 10, section 3 — mapped to the 10 measurable objectives
ObjectiveAnswer (from the draft + research)
Tax generationAdaptive reuse of an underused warehouse into a full-time shop raises productive use and protects improvement value ($716,000 market value, current).
Public/private investmentPrivate dollars cover the shop + 50%+ match — Stephen's own funds plus a committed line of credit of up to $250,000; TIF is sought only for the exterior envelope and accessibility.
Job creation[NEED headcount] — local contractors for restoration + Joshua Tree employees for the shop.
Investment spin-offDaily workers, suppliers, and customers return to Bozeman; supports nearby businesses and the District.
Cost-benefitPublic funds stabilize a contributing building and reopen its historic face for the public's long-term benefit.
Health & safetyWells and concreted openings present fall/moisture risks; masonry and gutters protect the public and the building; ADA ramp made usable.
Historic preservationRestores original exterior character — reopening filled openings, repairing stone, compatible glazing — in coordination with City and Historic Preservation Officer.
Density / infill / reuseTextbook adaptive reuse: a vacated warehouse returns to active commercial use.
Cost of public servicesNo new water/sewer or street work requested; reduces future blight response. The project adds two small public amenities at its own initiative: a sidewalk water spigot and a tire-air station for cyclists passing through the District.
Conformance (MCA 7-15-4288)See section 2.k below — completed from the statute Diane provided.

Section 2.k — Conformance with Requirements for TIF Fund Expenditures (MCA 7-15-4288)

Form page 10 — Diane flagged this section and supplied the full statute; drafted here for her review
The costs for which reimbursement is requested conform to the categories authorized by §7-15-4288, MCA, for expenditure of tax increment within an urban renewal area. Specifically: the window restoration, reopening of historically filled openings, masonry repointing, window-well repair, door restoration, and gutter work constitute improvement and rehabilitation of real property within the district and cure of blighted exterior conditions, consistent with §7-15-4288(1) and the redevelopment activities authorized under §7-15-4233, MCA; the handicapped entrance, panic bar, and extended ADA ramp serve accessibility and public safety; and the sidewalk water spigot and cyclist air station are modest public improvements benefiting the district at large. The project lies inside the Railroad Urban Renewal District (Ordinance 3214; levy "TIF Rlrd URP" on the county tax card) and serves the adopted RURD Plan's goals of revitalization, private investment, job retention, and preservation of historic character. Interior shop build-out and business equipment are excluded from this request and are privately funded. No work for which reimbursement is sought will be paid before City approval, and each line item will be confirmed for eligibility with Community Development staff before the development agreement is executed.
Line-by-line eligibility walk (each item marked Confirmed / Denied / Needs-more on the City call): see the eligibility map in the research folder.
The short list to finish (updated Aug 18): four bids — man doors, gutters, ADA ramp, disposal (+ graffiti pricing) · John Horne's signature + the lease · headcount (now & planned) · basement use · confirm the City eligibility call already happened. Completion date, private financing, section 2.k, and 17 of 20 cost lines are now done. When the last four numbers land, this form is submittable.