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IDC Agenda 12-17-1992 . . . AGEND MONTICELLO INDUSTRIAL D VELOPMENT COMMITTEE Thursday, December 17 1992 - 7:00 a.m. City H 11 MEMBERS: Chairperson Shelley John Vice Chaiperson Don Smith, Treasurer Ron Hoglung, L well Schrupp, Arve Grimsmo, Jay Morrell, Harvey Kendall, Ken Maus, Dennis Taylor, Jolm McVay, Dave Peterson, inda Mielke, Kevin Doty, Tom Lindquist, Steven Lem e, Merryln Seefeldt, Cyndie Johnson, Candy Benoit, . nd Mary Micke. STAFF: Rick Wolfsteller, Jeff O'Neill, and Ollie Koropchak. 1. CALL TO ORDER. 2. CONSIDERATION TO APPROVE THE OVEMBER 19 AND THE DECEMBER 10. 1992 IDC MINUTES. 3. CONSIDERATION TO HEAR AND AC IDC FINANCIAL REPORT. 4. CONSIDERATION OF PROSPECT UP ATES: a) Custom Canopy b) Wilson Tool Internation I, Inc. e) Andy Robinson d) US Satellite Broadcasti g, Inc. e) Alltemp Distribution Co pany f) Larry Weidt, Realty Wor d BRE UPDATE: a) sunny Fresh h) Genereux Fine Wood Prodcts c) Fulfillment Systems, Inc. 5. CONSIDERATION OF COMMITTEE a) Advertising Committee b) Work Plan Committee c) Commercial Real Estate d) Wright County Economic e) Quad County Economical f) Downtown Redevelopment contract Plan Networking Networking 6. CONSIDERATION TO REVIEW THE REPORTS. 992 IDC END-OF-THE-YEAR FINANCIAL 7 . OTHER BUSINESS. a) Chamber Banquet, Tuesd b) Monticello Chamber " ,Tanuary 28. January 26. at the Capitol", Thursday, 8. ADJOURNMENT. . MINUT MONTICELLO INDUSTRIAL DEVELOPME Thursday, December 10 City H S T COMMITTEE SPECIAL 1992 - 7:00 a.m. 11 MEETING MEMBERS PRESENT: Chairperson Selley Johnson, Hoglund, Lowe 1 Schrupp, Arve McVay, and Mer lyn Seefeldt. Treasurer Grimsmo, Ron John MEMBEHS ABSENT: Vice Chairper on Don Smith, Harvey Kendall, Jay Morrell, Dennis Taylor, Dave Peterson, Lin Mielke, Kevin Doty, steven Lemme, Tom L 'ndquist , Cyndie Johnson, Mary Micke, and Cardy Benoit. STAFF PRESENT: Rick Wolfsteller, Jeff O'Neill, and Ollie Koropchak. GUEST: John Simola, ublic Works Director. 1. ~ TO ORDER. . Chairperson Johnson 7:00 a.m. IDC special meeting to order at 2. CONSIDERATION TO REVIEW AND DISCUSS THE PROPOSED WATER AND SEWER RATE INCREASES FOR MON ICELLO RESIDENTS AND BUSINESSES~ Public Works Director John S'mola gave a brief background of water/sewer department, its capacities, and the anticipated revenues shortfalls. The Ci ty of Monticello received a Federal/State Grant for the construction of the wastewater Treatment Plant in the ea ly 70's. Federal regulations require that revenues must cover the plant's operation and maintanence costs with no accountability of plant depreciat ion. Todate, the designed plant f low is at 75% capacity. The IDC recommen ed the City consider a levy for future upgrade of the Wastew tel' Plant. A suggestion was made to consider cutting the 0 eration and maintanence costs through a shared personnel with Big Lake, Monticello, and Buffalo. . Mr. simola reviewed the PI' posed rate increase tables and answered IDC questions. Ot er suggestions for study were to consider the elimination of the large 60% discount, to create a conserve-water incentive program thereby discouraging the purchase of second sprinkl I' meters, and to propose annual water/sewer increases rath r than one large increase every four years. A recommenda ion was made for' ci ty staff to present the proposed rate ~ncreases to Sunny Fresh prior to the city Council meeting or invite them to the Council meeting. . . . IDC MINUTES DECEMBER la, 1992 The IDC viewed the proposed w ter/sewer rate increases to be within reason. The IDC and r. Simola both appreciated the time given by attendees in th interest of the community. Q).~ ,,~~~ Ollie Koropchak, Economic Developm nt Director Pa' e 2 . . . MINU MONTICELLO INDUSTRIAL Thursday, November 1 City MEMBERS PRESENT; Chairperson S Don Smith, Schrupp, Arve Taylor, Linda Steven Lemme, ilnd Candy Ben MEMBERS ABSENT; Jay Morrell, Seefeldt, and STAFF PRESENT: Jeff O'Neill STAFF ABSENT: Rick Wolfstel 1. CALL TO ORDER. ES EVELOPMENT COMMITTEE , 1992 - 7;00 a.m. all elley Johnson, Vice Chairperson reasurer Ron Hoglund, Lowell Grimsmo, Harvey Kendall, Dennis Mielke, John McVay, Kevin Doty, Tom Lindquist, Cyndie Johnson, it. Peterson, Merrlyn Koropchak. er. Chairperson Johnson called t e IDC meeting to order at 7;03 a.m. 2 . CONSIDERATION TO APPROVE THE OCTOBER 15 1992 IDC MINUTES. Tom Lindquist made a motion 0 approve the October 15, 1992 IDC minutes, seconded by Ron oglund. With no corrections or additions, the IDe minutes were approved as written. 3. CONSIDERATION TO HEAR AND AC FINANCIAL REPORT. Treasurer Hoglund reported a Metropolitan Federal balance of $5,483.09 and a Wright County balance of $5,416.33 for a total balance of $10,899.42 with n outstanding bills. Don Smith made a motion to approve the IDC financial report as given, second by John McVay. With 0 corrections or additions, the report was accepted and filed. 4. CONSIDERATION TO ANALYZE AND SUMMARIZE THE '92 IDe BANQUET. Koropchak presented members w"th a financial report comparing the 1991 and 1992 banquets a d a list of banquet attendees. Althongh the 1992 banquet ati endance (136) was greater, the 1991 donations were greater and gratis tickets were less causing a lesser anticipated 992 net profit of $5,007.88 (to- date). Koropchak billed four business attendees for a total of $400 and anticipates no p oblems with collections. IDC members agreed the 1992 banquet was a home-run, a community npbeat with severa new faces in attendance. The greater attendance was attrib ted to the keynote speaker and . . . IDC MINUTES NOVEMBER 19, 1992 as a reflection of community support for the IDC's accomplishments and objecti es. The IDC earmarked two considerations for '93 banq et improvement: To reserve a table for newly recruited an prospective business attendees or for IDC members to be more conscientious of the matter and secondly, the potential need 0 increase the $25 spouse ticket price. As a result of the IDC Banquet, two individuals, Jim Fleming and Judy Leming, have expres ed interest in IDe membership. IDC membership will be considered with development of the 1993 Economic Development Work P an. Members were thanked for their success in ticket sales which displays the team effort of the IDC. 5. CONSIDERATION OF INDUSTRIAL P OSPECT UPDATE: a) Steinwall, Inc. - Conti ued communication with Maureen Steinwall indicates a panned expansion in one to two years depending on the outcome of the recession. In response of the IDC's interest to tour the Fridley facility, Maureen resp nded, "A tour maybe a bit premature and that Stein all, Inc. has already been sold on Monticello." The co pany remains interested in the Monticello Commerce Center area and for the first time expressed interest in th Becker area. Chairperson Johnson info med members of a recent banquet he attended with Dr. J. Bensen, President of Dunwoody Institute, as guest speaker. Dr. Bensen, brother of Principal Kermit Bensen, concentrated on state of art technology and reference Steinwall, Inc. as a company on the cutting edge. Following the banquet, Johnson referenced Monticello's onnection with Steinwall, Inc. through the IDC, the Cha bel', and the Rotary Club. The IDC earmarked Dr. Bensen as a potential '93 IDC Banquet guest speaker with Don mith volunteering to make the initial contact after the holidays. Mr. O'Neill encouraged the IDC to ta e a lead role in coordinating a network between local industries, trade/technical colleges, and the local s hool district to establish job- training programs. b) Custom Canopy - City sta f with meet today with Mr. Jim Beyl, a company represe ltative, to review preliminary bui lding and si te plans The eight-year old company which produces and assel bles canopies for gas station\ (example Tom Thumb) is currently leasing in Rogers. Plans are to construct a approximate 8,500 sq ft metal Page 2 . IDe MINUTES NOVEMBER 19, 1992 c} . . office/production faciI ty on one to three acres. The company is currently wor ing with Oakwood Partnership to subdivide Lot 2, Block which is east of Martie's Farm Service. The company mploys 11 full-time people at entry level wages of ap roximately $8.00. Owner Steve Birkeland estimates a w nter/spring construction during the company's low-pro uction time (January through March). The company do s own property in Albertville. US Satellite Broadcasti g, Inc. - Koropchak reported on the time spend with Mr. ierson of Bridge Water Telephone Company. Mr. Rierson a ember of the Board of Directors for U. S. Intelco Networ s, Inc. is aware of USSB, Inc. plans to develop a telem rketing-operators center. This center would be affili ted with Hubbard Broadcasting, Inc. who is a leader 0 licensing direct broadcasting satellites. Although, r. Rierson admits a Monticello location is a long-shot because of Mr. Stanley Hubbard connection to Albuquer ue, New Mexico; he suggests we market Monticello's prime site location and strong ethical work force and Bridge Water's latest telecommunication-switc ing technology and service availabilities. The te emarketing-operators center has the potential of 350 jo s. Koropchak has prepared the marketing materials and anticipates a go-ahead from Mr. Rierson after his initia contact with Mr. Robert Hubbard regarding the Monticell marketing concept idea. AIl- prospect information re ains confidential. d} Irish, Inc. - Mr. Jim I ish informed Koropchak that the company officials will ake a decision by January 31 to go or not go into the innesota/Wisconsin market. To- date, 88,000 recreation 1 equipment catologs are out in Minnesota and 110,000 c tologs in Wisconsin. The 14,000 sq ft retail/catalog/war house faciIi ty would serve a 60- mile radius. Mr. Iri h notes location as the "key" issue, views land costs within the City of Monticello as high and wonders if the city protects land values. He has inquired of the Kje lberg property along Highway 25 and the driving range. Koropchak contacted Mr. Barry Fluth of the business' needs. This after a discussion wi th ci ty Administrato regarding the Monticello Mall zoning and the reality f a temporary use permit. e} Concrete Production/D stribution/Retail Business Terrell Towers informe Koropchak that this Canadian company has now turned he site location search over to a broker. However, it ~ppears the area of concentration pag 3 . . . IDC MINUTES NOVEMBER 19, 1992 is in the Rogers Industrial Park, a lot with no freeway exposure and outdoor s orage which backs~up to other industrial outdoor stora e. f) Andy Robinson - At this time, Koropchak has been unable to reach Mr. Robinson at his 878-home number. Tom Lindquist informed Koro chak that she can obtain Mr. Robinson work number fro him. BRE a) UPDATE: Remmele reminded tomorrow Engineering, I c. Tour of the BRE Re, mele Plant at 7:30 a.m. IDe Tour members were scheduled for Sunny Fresh - Koropchak again encouraged IDC members to attend the "Building a Bridge to Li teracy" Event co- sponsored by Sunny Fres; and Monticello I s Adul t Basic Education this Saturday, November 21, 9:00 a.m. to 2:00 p.m. Don Smith also encouraged IDC support on Saturday reporting the relationsh p between Sunny Fresh, the city, and the IDC is at a hig and reported of the company's move toward communi ty inv lvement. Whi tney McMillan, the top Cargil official, as a recent visitor to the Monticello facility. J hn McVay added the company has potential plans for co tinued outside remodeling and inquired if the Parks Commission has a shade tree program. b) c) Eric Bondhus - Koropchak alerted members of the 1,500 sq ft leaseable office space available at the newly purchased Bondhus Brothe s building. The building is to the north of The H-Windo . d) H-Window Company Lemme reported that the Norwegian Board approved a major expansion and financing for a 30,000 sq ft pI' duction area and second-f loor office addition. Consi eration was also received for acquisition of automatic equipment as the company plans to introduce two new product-lines in '94. The Phase I expansion to the east is lanned for October/November '93 unless the recession wou d delay plans. Future Phase II expansion to the north would house a painting area. Lemme reported the H-Wi dow is now a recognized product among the industry. 6. CONSIDERATION OF NEED TO CHANGE IDC ADVERTISMENT. This item was referred to the Advertising Subcommittee. Page 4 . . . IDC MINUTES NOVEMBER 19, 1992 7. CONSIDERATION TO ESTABLISH CO MITTEE TO DRAFT THE PRELIMINARY 1993 ECONOMIC DEVELOPMENT WOR PLAN. A subcommittee of IDC Chairp rson Johnson; Vice Chairperson Smith; Treasurer and EDA Chai person Hoglund; HRA Chairperson Larson; Chamber Chairperson-E. ect Mary Micke; John McVay and Merrlyn Seefeldt, industrial business representatives; and Kevin Doty, financial institut"on representative, was accepted by the IDC membership ta draft the preliminary 1993 work plan. McVay, Seefeldt, and Doty valu teered to fill those designated fields. 8. OTHER BUSINESS. The Chamber noted their regular meeting today at the River Inn-Cabaret and promoted the pcaming "Home for the Holidays" Events scheduled for December 4, 5, and 6. Koropchak informed the IDC Director, would be proposing for both residents and busi further noted the '92 Wor water/sewer hookup increases It was suggested by Mr. Or proposed rate increases. hat John Simola, Public Works water and sewer rate increases esses to the Ci ty Council and Plan recommended IDC review only prior to Council approval. eill that the IDe review the Koropchak informed the IDC the State Grant, Greater Monticello Enterprise Fund, nd Central Minnesota Initiative Fund closings for the acqu' si tion of Aroplax machinery &. equipment would take place w thin the next week. 9. ADJOURNMENT. The IDC meeting adjourned at 8;15 a.m. C2J~ y 6\ (9-- Ollie Koropchak, Economic Pag 5 . MONTICELLO INDUSTRIAL D VELOPMENT COMMITTEE 1992 YEAR-END FI ANCIAL REPORT Wright County State Bank December 16, 1992 BALANCE, November 15, 1991 REVENUE: City of Monticello 12-18-91 Chamber Contribution 1-7-92 Advertising Donation 9-17-92 Banquet '92 10~29~92 Banquet '92 11-13-92 SUBTOTAL . INTEREST: November, 1991 December, 1991 January, 1992 February, 1992 March, 1992 April, 1992 May, 1992 June, 1992 July, 1992 August, 1992 September, 1992 october, 1992 November, 1992 SUBTOTAL TOTAL EXPENDITURE: Ollie Koropchak 12--19-91, #530 City of Monticello 1-8-92, #531 Monticello Printing 9-17-92, #532 Ollie Koropchak 9-17--92, #533 Ollie Koropchak 10-14--92, #534 Gartners Office Pro. 10--14--92 I #535 Monti Office Products . 11- 1 6 -- 92, # 5 3 6 $6,237.40 $ 5,950.00 $ 2,800.00 $ 3,500.00 $ 3,450.00 $ 575.00 $16,275.00 $ 26. $ 34. $ 13. $ 1 . $ 1. $ 1. $ 1. $ 1. $ 1. $ 1. $ 4 . $ 11. 16. $ 117.32 $16,392.32 $22,629.72 $ 4. 6 $14,576. 9 $ 47. 9 $ 5. 5 $ 42. 3 $ 6. 7 $ 105. 8 . . . WRIGHT COUNTY DECEMBER 16, 1992 Little Mountain Flo. 11---16-92, #537 Monte Club 11-16-92, #538 Monti Bakery 11-19-92, #539 SUBTOTAL BALANCE, December 16, 1992 $ 33. 3 $ 2,375. 0 $ 19.25 $17,215.85 $17,215.85 $ 5,413.87 ......, . MONTICELLO INDUSTRIAL D VELOPMENT COMMITTEE 1992 YEAR-END FI ANCIAL REPORT Metropolita Federal December 1 , 1992 BALANCE, November 15, 1991 REVENUE: Banquet '92 10-29--92 Banquet '92 12~1~92 SUBTOTAL . INTERE~;T : November, 1991 December', 1991 January, 1992 February, 1992 March, 1992 April, 1992 Ma y, 1992 June, 19 q 2 July, 1992 August, 1992 September, 1992 October, 1992 November, 1992 SUBTOTAL TOTAL EXENDITURE: MIDA (Membership) 2~20"-92, #1020 USED-IN-ERROR 9~21--83, #1021 Dino's 5~6~92, #1022 ollie Koropchak 5-6~92, #1023 Riverwood Conference 5--6"-92, #1024 Chris Lammel Prod. 5~21~92, #1025 Ollie Koropchak 7--17.-92, #1026 City of Monticello 10~27-92, #1027 Ollie Koropchak 10-27-92, #1028 Business Media . 11-16~92, #1029 $ 3,030.10 $ 3,425.0 $ 400.0 $ 3,825.00 $ 12.89 $ 11- 9 $ 11- 8 $ 10. 1 $ 9, 0 $ 10. 1 $ 8 . 6 $ 8 . 2 $ 8. 2 $ 7. 2 $ 7. 6 $ 7. 0 14. 6 $ 129.62 $ 3,954.62 $ 6,984.72 $ 110. 0 $ 54.74 $ 20.03 $ 291.49 $ 95 00 $ 21 95 $ 25 56 $ 51 10 $ 417 00 . . . Metropolitan Federal December 16, 1992 MN Real Estate Journal $ 12-2-92, #1030 Little Mountain Flo. $ 12-2-92, #1031 SUBTOTAL BALANCE, December 16, 1992 646.8 14.6 $ 1,748.32 $ 1,748.32 $ 5,236.40 . MONTICELLO INDUSTRIAL D~VELOPMENT COMMITTEE YEAR END FINANCI~L COMPARISON WRIGHT COUNTY STATE BANK CHECKING ACCOUNT WRIGHT COUNTY STATE BANK MONEY MARKET SECURITY FINANCIAL MONEY MARKET YEARS TOTAL BALANCE WRIGHT COUNTY STATE BANK CHECKING ACCOUNT WRIGHT COUNTY STATE BANK MONEY MARKET SECURITY FINANICAL . MONEY MAHKET YEARS TOTAL BALANCE WRIGHT COUNTY STATE BANK MONEY MARKET METROPOLITAN FEDERAL MONEY MARKET YEARS TOTAL BALANCE . MARCH 198 MARCH 1988 $ 159.8 ) $ 284.88 $ 3,560.2 ) $ 5,702.96 $ 3,366.95 $ 3,534.60 $ 7,086.95 $ 9,522.44 DECEMBER 1989 DECEMBER 1990 $ 24.03 $ 86.15 $ 7,957.53 $ 6,104.95 $ 3,922.24 $ 4,082.51 $10,273.61 $11,903.80 DECEMBER 1992 $ 5,413.87 $ 5,236.40 $10,650.~7 JANUARY 1989 $ 314.05 $16,296.97 $ 3,693.86 $20,304.88 NOVEMBER 1991 --, CLOSED $ 6,237.40 $ 3,030.10 $ 9,267.50 . 199 MONTICELLO INDUSTRIAL EVELOPMENT COMMITTEE PROPOSED BUDGET 1991 ACTUAL 1992 PRO 199~AgJUAL J_S)_!?_~,_]? R 0 P 0 SED BALANCE $10,273.61 $ $ 9,267.50 $10,650.27 REVENUE: Banquet $ 7,000.00 $ 8,000.00 $ 7,850.00 75.00(90) City Contrib $ 5,650.00 $ $ 5,950.00 Chamber Contr $ 2,800.00 $ $ 2,800.00 $ 2,800.00 Interest $ 374.67 $ $ 246.94 Video Contr $ 3,425.00 Advert Contr $ 3,500.09,_ TOTAL REVENUE $29,598.28 $29,614.44 EXPENDITURES: Salary $13,215.96(90) $14,576.69(91) Banquet S 1,989.72 $ 2,542.12 " Travel Exp $ 0 0 Prospects $ 160.70 $ $ 188.66 Membership $ 95.00 $ $ 110.00 . Seminars $ 0 0 Market/Adv $ 4,700.00 $ $ 1,158.80 BRE $ 169.40 $ $ 310.74 Miscellaneous $ 0 $ $ 77.16 Service Chg ,.$ 0 ,-~~,--,_.~-- TOTAL EXPEND $20,330.78 $18,964.17 BALANCE $ 9,267.50 $ 5,995.8 $10,650.27 . . GMEF La NS GNEF LOAN NO. 001 - TAPPERS $88,000 8% AMORTIZED 20 YEARS BALLOONED IN 7 YEARS. ($736.07) 8-13-90 91 92 93 94 95 96 97 BALLOON PAYMENT PAYBACK $ 2,944.28 8,832.84 8,832.84 8,832.84 8,832.84 8,832.84 8,832.84 5,888.56 70,989.14 $132,819.02 GMEF LOAN NO. 002 - MULLER THEATRE $50,000 8% AMORTIZED 20 YEARS BALLOONED IN 5 YEARS. ($418.22) 12-1-90 $ 418.22 91 5,018.64 . 92 5,018.64 93 5,018.64 94 5,018.64 95 4,600.42 BALLOON PAYMENT 43,762.79 PAYBACK $ 68,855.99 GMEF LOAN NO. 003 - NULL AND VOID GMEF LOAN NO. 004 - BARGERS $ 0,000 4.5% AMORTIZED 20 YEARS BALLOONED IN 5 YEARS. ($316.32) 12-1-92 $ 316.32 93 3,795.84 94 3,795.84 95 3,795.84 96 3,795.84 97 3,479.52 BALLOON PAYMENT 41,350.00 PAYBACK $ 60,329.20 . . . . GMEF LOAN NO. 005 - SCROENS $85,000 6% AMORTIZED 7 YEARS ($1,241.73) 12-1-92 93 94 95 96 97 98 99 $ 1,241.73 14,900.76 14,900.76 14,900.76 14,900.76 14,900.76 14,900.76 13,338.57 PAYBACK $103,984.86 11-24-92 PREPARED BY OLLIE KOROPCHAK GMEFLOAN.ACC . TIF GME STATE "SURPLUS" LOA S UDAG GRANT BEGINNING BALANCE $127,975 $ 3 ,623 $ 7,971 $ 2,483 1993 $ 18,217 $ 3 ,548 $ 27,971 $ 29,801 1994 $ 1,739 $ 3 ,548 $ 27,971 $ 29,801 1995 $ 12,728 $ 7 ,892 $ 27,971 $ 29,801 1996 $ 12,040 $ 2 ,529 $ 27,971 $ 29,801 1997 $ 17,447 $13 ,607 $ 27,971 $ 12,417 1998 $ "8,078 $ 1 ,900 $ 27,971 1999 $ 18,609 $ 1 ,338 $ 27,971 TOTAL $216,841 $36 ,989 $203,770 $134,106 . 11-24-92 PREPARED BY OLLIE KOROPCHAK ECONOMIC.REV . . ~, ..' 1 ~ ~ L-.-... " . .r.....,... .?"~X"X'- .~ ~ MONTICELLO November 20, 1992 250 East Broadway P. O. Box 1147 Monticello, MN 55362-9245 Phone: (612) 295-2711 Metro: (612) 333-5739 Fax: (612) 295-4404 Mr. Jim Beyl Custom Canopy 12903 Main Street, Suite 203 P.O. Box 275 Rogers, MN 55374 Dear Mr. Beyl: . First, it was a deLight to mee you inperson on Thursday and secondly, I thank you for taking he time to share Custom Canopy's development plans with city staff. It is the City of Monticello's hope to continue working with you business to assure a smooth construction process within our c mmunity. As promised, I have enclosed a copy of the Greater Monticello Enterprise Fund (GMEF) Guidelines along with the preliminary and formal applications. In the me ntime, I will run preliminary estimated numbers for potential T x Increment Finance, assistance. If I can be of further assistanc or if you have any additional questions, please do not hesitate to call me at METRO 333-5739 or (612) 295-2711. Again, city sta f looks forward to working with Custom Canopy. Sincerely, CITY OF MONTICELLO Ollie Koropchak Economic Development Director . cc: IDe Fi.le Jeff O'Neill, Assistant Admi istrator Gary Anderson, Building Offl ial ~ ~ . , .. ) ~ ~ l~.~"...n_....._n." ~ MONTICELLO November 20, 1992 250 East Broadway P. O. Box 1147 Monticello, MN 55362-9245 Phone: (612) 295-2711 Metro: (612) 333-5739 Fax:- (612) 295-4404 Mr. Andy Robinson Right-Choice Services, Inc. 9060 Zachary Lane Maple Grove, MN 55311 Dear Mr. Robinson: .It was a pleasure to visi t on the telep lOne wi th you. I congratulate you on the successful management of a s artup company during a time of unpredictability. I encourage you to strongly consider Monticello as the site location for your planned expansi n. Along with Monticello's strong tax base, Interstate 94 allows us the ability to blend "small town" living with a metropolitan flavor. If you are interested in hearing about our financ.al packaging options or assistance, please don't hesitate to ask. Montie 110 has introduced a revolving loan program which is used as a secondary source to commercial lenders. Its intended use is for "gap" financing, yet, hopefully recognized as an incentive. As promised, enclosed is Monticello's marketing brochures. Please don't hesitate to call me at (612) 295-271 or METRO 333--5739 if you have any quest ions. As a follow-up to this 1 tter, I wi 11 contact you after the Thanksgiving holiday. Sincerely, CITY OF MONTICELLO C:y)~~-~ \~Cl) (~,-g 3~~ OlLie Koropchak _conomic Development cc: IDC File Director ,I I I 1" \ i' ~ ~ MONTICELLO 250 East Broadway P. O. Box 1147 Monticello, MN 55362-9245 Phone: (612) 295~2711 Metro: (612) 333~5739 Fax~ (612) 295A404 December 3, 1992 Mr. Jim Mishek Wilson Tool International 12912 Farnham Avenue White Bear Lake, MN 55110 Dear Mr. Mishek: . Thank you for your expressed interest to exp nd Wilson Tool Intemational to the city of Monticello. Monticello's Economic Developme t Team will cooperatively work with you to assure a smooth development process. Why select Monticello for YOW' expansion? Mo ticello is located just 25 minutes northwest of Minneapolis/St. Paul via Interstate 94. he freeway provides commercial/industrial businesses with a larger labor force base from hich to attract employees with strong ethical standards. Businesses and residents are at racted to Monticello because of our below- average tax rate due to the NSP Nuclear PI t, our quality educational and community~ educational programs, and recreational oppo unities such as the Mississippi River, Lake Maria State Park, golf, tennis, and more. The City even provides "free" residential garbage pickup. Also, the City of Monticello can provide yo with site location assistance and financial packaging options and assistance. More speci cally, the City has a local revolving loan fund and utilizes tax increment financing. Federal state, and regional financial funding sources are also available to qualified applicants. U on your request, I would be most pleased to contact the City's consultant to prepare financial proposal based on Wilson Tool Intemational's needs. . . Mr. Jim Mishek December 3, 1992 Page 2 Mr. Mishek, I extend an invitation to you and y ur associates to visit the city of Monticello and tour our industrial sites. The Monticello E onomic Development Team would be your host and thereafter, upon your convenience, th team would be most pleased to visit your existing facility in White Bear Lake. Enclosed you will find information about Mon cello inclusive of maps outlining available industrial sites, the Shingobee, Inc. PrePlan, d the City's video. If you have additional questions, please don't hesitate to call me at (6 2) 295-2711 or METRO 333-5739. Again, thank you for your interest to expand Wi son Tool International to Monticello. I will be in contact with you shortly. Respectfully, CITY OF MONTICELLO (t)~ ~ cf) ~~ . Ollie Koropchak Economic Development Director cc: Pat Pelstring, BDS. Inc. IDC File . f"l ~ ~ L_~J "~ MONTICELLO December 8, 1992 250 East Broadway P. O. Box 1147 Monticello, MN 55362-9245 Phone: (612) 295-2711 Metro: (612) 333-5739 Fax: (612) 295-4404 Mr. Joel LaValle Remmele Engineering, Inc. Plant 20 213 Chelsea Road Monticello, MN 55362 Dear Mr. LaValle: . On behalf of the Monticello Industrial Development Committee (IDC), I wish to express a heart ful "thanks" to you and Mr. Steve Symanietz for the November 20 tour. The success of your operation was very evident. Remmele Engineering is a quality company and the IDC is proud to have Plant 20 call "Monticello, ts Kind of Place." Additionally, tile IDC was delighted to hear of your proposed future plans for a Plant 20 expansion. If you h ve any questions, please don't hesi tate to call me at 295-.271 or to contact one of the IDC members. Much continued success to Remmel Engineering and its staff. Sincerely, CITY OF MONTICELLO Ollie Koropchak Economic Development Director cc: IDe File / . i .I I I' , ~ ~-"~..... ~ MONTICELLO December 8, 1992 250 East Broadway P. O. Box 1147 Monticello, MN 55362-9245 Phone: (612) 295-2711 Metro: (612) 333-5739 Fax: (612) 295-4404 Dear IDC Member: . Enclosed you will find a copy of the City Council agenda item on the proposed water and sewer rate increases as prepared by Public Works Director John Simola. As expresssed at the November IDC meeting, it was the IDC' sinter st to review the proposed rate increases prior to Council consideration and approval. With the assumption of Council approval and to allow ample time for resident and business notification of th approved rate increases, the proposed increases mu.st appear on the December 14 Ci ty Council Agenda. Therefore, a special meet ng of the IDC has been scheduled for Thursd~ December 10 at 7:00 a.m. at the Cit Hall to review the proposed rate increases. Mr. Simola will be present to review the information with you. If you annot attend but have questions, please don't hesitate to call Mr. Simola at 295-3170. Secondly, would members of the I C Advertising Committee please remain to consider any changes to the second Business Media advertisement. - Thirdly, the regular Thursday, De ember 17 IDC meeting is still on schedule. Sincerely, CITY OF MONTICELLO G.Qk ~6'~SJ Ollie Koropchak Economic Development Director . cc: John Simola, Public Works Di ector . . . C '1'),1':\,,, \.,"-",7, ","'" '"',,,'1 ~,..... .'II'4.:'r Council Agenda - 12/14/92 Consideration of increase in sew r and water rates. (J.S.l A. REFERENCE AND BACKGR UND: Based upon the 1993 budget and the projected revenue at the current rates, we are projecting shortfalls in bot the sewer and water operation and maintenance funds for 1993. In the water fund, a projected 199 revenue of $141,050 versus projected expenditures of $163,000 leaves us $ 1,950 short for 1993. It would take an overall increase of 15.6% in the wate rates to cover the projected shortfalL In the sewer fund, with a projected r venue of $432,400 versus expenditures of $450,480 for 1993, we have a projected shortfall of $18,080. We need an increase of approximately 4.2% in our revenue to cover this shortfall. We have a projected surplus in the fund thro gh 1992 of $15,681; however, without a rate increase, this surplus will be com a negative balance by the end of 1993. Sanitary Sewer Rates The rate structure for sanitary se er rates is based upon the estimated billable flow of wastewater, the stren th or organic content of the wastewater measured in pounds of BOD, and the amount of grit or dirt in the wastewater measured in pounds of total suspen ed solids. Once these parameters are known, we follow standard procedur s for calculating the rate structure. Our industrial users, specifically Sunny F esh, pay for sewer use based upon actual measurements of all three of the abo e parameters. Residential, commercial, and governmental customers pay a combined rate based upon the average characteristics of our wastewater wi hout industry. Sunny Fresh Foods, our largest industrial user, impacts our s wer rates significantly. They have made changes in the past year which hav reduced the BOD and total suspended solids content of their wastewater s~ nificantly*, while those parameters for the remaining users in the communit have continued to grow. Consequently, when restructuring rates this year, unny Fresh Foods sees a large benefit. The overall effect is a modest increa' e in the unit cost for flow and BOD but a drop in the cost for total suspended solids. The new proposed rate structure, which will add approximately $18,0 '0 in revenue, is as follows: * NOTE: Sewer bill for Sunny Fresh in 1991 = $148,283; 1992 est. = $102,690 (a $45,593 drop in revenue) . Parameter Flow/l00 cf BOD Total Suspended Solids Combined Rate/100 cf Council Agenda - 12/14/92 SANITARY SEWER TE 1992 1993 % Increase Rate Rate (Decrease) $0.811 $0.8 7 8.1% - industry $0.150 $0.1 0 6 .7% - industry $0.273 $0.2 8 (20.1%) - industry $1. 515 $1. 6 8.9% - Resid., Corom. , & Govt Our last rate increase for sanitary se er was in January of 1990 when the rate was increased 13.9%. Our last increa e prior to that was in 1987. Overall, for the past 11 years sewer rates have increased an average of 2.6% per year (including the proposed increase). . Attached is a chart of the effects f the sewer rate increase for vanous customers (TABLE 1). Water Rates Our last major water rate increase ook place in 1987, except for the $1.50 increase in the minimum bill in Jul 1992 from $6 per quarter to $7.50 to cover state testing requirements. Raising the revenue $21,950 in the water fund for 1993, or an increase of 15.6%, appeared at first to have significant impact on all customers. However, when we looked at our wat r rates and compared them with nearby communities, we found that the lower users in our community (residential and smaller commercial) were supportin the larger commercial and industrial users to a great extent. In Monticello, a customer can use up 0 500 eu ft, or 3,740 gallons, per quarter and pay a flat fee of $7.50. The ne t 3,500 eu ft, or approximately 26,000 gallons, is charged out at $.50 per 10 cu ft. Approximately 42% of our water sold is at the minimum, or the $.50 ate. . For the next 71,000 eu ft, or approx mately 1/2 million gallons per quarter, those customers receive a 40% disco t from the base rate. Approximately 1/3 of all our water is sold under this 40 () discount. The next step rate that the . Council Agenda - 12/14/92 City has involves a 60% discount off he base rate, and approximately 1/4 of our water sold is sold at this 60% disc unt rate. Our base rate customers are supporting the heavy use of the disc unted customers. While it can be said that the more water used at a spe ific site should be slightly cheaper to produce, discounts of 40% to 60% are 0 longer common place in the industry. The City has had these discounts in ffect for more than a decade; however, other communities around us have c t back to a base rate and a minimum discount. The highest discount in an one of our surrounding communities is the City of Elk River, which gives a 2 1/2% discount to larger users. City staff checked with the Minnesota eague of Cities and were provided with research data from August of 1990. e found that there are still cities that do offer discounts to large users; ho ever, many of the base rates of those cities were 5 to 10 times what the Cit of Monticello is charging. The majority of communities have gone to smaller . scounts and many to no discount at all. Based upon that information, City st proposes the following rate change. WATER . Charge Charge Usage/Qtr Per 100 CF Per 100 CF Dollar Percent in Cu Ft 1992 Rate 1993 Rate Increase Increase 0-500 cf $10.00 $10.00 $0.0 0% minimum 501 cf to $ 0.50 $ 0.55 $0.05 10% 4000 cf 4001 cf to $ 0.30 $ 0.35 $0.05 16.7% 75,000 cf 75,001 cf $ 0.20 $ 0.35 $0.15 75% and over . While the above rate increases are si ificant for large users, there are still increases for the small users, and he above fee schedule would tend to equalize the big differences in our ra structure. We would still offer a 36% discount to large users and still hav one of the cheaper water rates in the state of Minnesota. The biggest sing e user affected by this rate increase is Sunny Fresh Foods. This, however, ay be the most opportune year to affect such a rate increase, as the overall in rease for Sunny Fresh in the combined sewer and water rates for 1993 amo ts to only 3.5%. Also, indications are that they may cut back further on s me of their water usage, which would make their 1993 costs identical to 19 2 or even less. . Council Agenda - 12/14/92 Attached is a chart showing the effi cts of the 1993 water rate on various customers (TABLE 2). Some of you may be thinking that th rates are tied to the expansion of the work force in the water and sewer co] ection system. The effect on the sewer rates is minimal. The difference in re enue needed is less than 2% and would have little effect on the combined sewer rate due to restructuring. In the water department, however, the effect is more significant. Approximately 75% of our 1993 increases in expenses are due directly to the addition in the work force. Without the addition to the wo force, we would still be recommending dropping the 60% discount rate to the 40% level. This would more than likely give us enough revenue to get by with ut the additional manpower for the time being; however, it would only be a st p gap measure, as the work load in the water department has increased beyo d the capabilities of the two individuals in that department. B. ALTERNATIVE ACTIONS: 1. The first alternative is to appro e the water and sewer rate increases as outlined above effective Janua 1, 1993. . 2. The second alternative is not t approve any increase for the sewer or water fund and operate in the ed. 3. The third alternative would be 0 increase sewer rates as outlined above but only remove the 60% disco, t rate in the water rate structure at this time. 4. Make other changes in the wa er and sewer rates as directed by City Council. C. STAFF RECOMMENDATION: The sewer rate increase should be the 8.9% as indicated above. Rate restructuring requires this increase a d additional manpower in the collection system has very little effect on the ate. It is also recommended that the Council strongly consider approving the water rate structure as indicated above as outlined in alternative #1. Since the user fees for water are not outlined by city ordinance or controll d by federal regulations as the sewer rates are, the Council could consider ther options such as alternative #3. . . Council Agenda - 12/14/92 However, to operate an enterprise fun where the users pay the operation and maintenance cost should be our goal. If the Council considers altemative #3, we may be again looking at a water ate increase to provide proper funding within the next year or two. D. SUPPORTING DATA: Table 1, 1993 Sewer Rate Increase E Table 2, 1993 Water Rate Increase E ect; Table 3, Water and Sewer Rate Com arison with Other Communities; Table 4, Customers with Water Usa e over 75,000 cu ft per quarter (60% discount); Table 5, Sewer Rate Worksheet. . . . tIJ ~ E- . tIJ lZl ~ U Z - ~ tIJ ~ ~ ~ 0\ 00 - .. E- U tIJ ~ ~ tIJ ~ ~ U Z - tIJ E- :a ~ lZl M 0\ 0\ - ... Q) e: (/) Q) ctl U Q) "- "- Q) U a.. e: $ ~ '0 ctl a ~ U e: ~ ~ Q5 en ctl t: ..- Q5 ~ ~o C\l Q) "- en Ol Q) enctlt: ..- "- ctl ~ :J <(0 Q)>'~ Ol>: ctl Q) ctl "- ... (/) Q)ea:;:) > :J <(0 -g. o ci o o o w o o ci ..- w o o o ..- w 't5 o C\l '<:t (/) (/) Q) e: 'US :J m (ij E en ..g o C\l ..- ('I) ..- ci w U) <0 ..- ..- w C\l U) ..- w - U o C\l U) Q) a. :J o U "- Q) :Q o ..g o co u:i ('I) co C\l w U) <0 '<:t '<t W C\l IX) ..- '<t fh 13 U) ,.... 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C\I C\I U) U) q ..- w - o a. o "- "0 ctl Q) Ul :J ctl U :Q :J o ~ >. ctl "0 "- Q) a. Cij Ol o o o o ...: Q) Ul :J .~ = "- .E a. o -0 (ij "- Q) > o ,S "0 Q) == :J (/) Q) "- '0 a. o .... "0 ~ 3= g C\l 0> 0> ..- ~ Ci5 :J "0 ,S "- o - Ul Q) ... ttl .... - o Ol e: 'i:: :J t5 :J "- Ci5 Q) a: u z a: w 3: w en C\I 0> I U Q) o I '<t o e: o a. :J "0 Q) Ul ctl m .. .. .. . T Average Cost Quarterly Quarter Dollar Percent Customer Tvpe Usaqe 1993 Increase Increase Small Business 420 cf $ .50 $7.50 $0.00 0.0% Older Couple 790 cf $ .00 $9.15 $0.15 1.7% Family of 5 3,175 cf $2 .00 $22.35 $1.35 6.4% Small Restaurant 9,575 cf $4 .80 $46.35 $4.55 10.9% Large Car Wash 23,360 cf $8 .20 $94.65 $11 .45 13.8% with Station & Store Laundry (coin oper.) 46,805 cf $15 .70 $176.90 $23.20 15.1% . Very Large Restaurant 72,045 cf $22 .30 $265.1 0 $35.80 15.6% Nursing Home 178,135 cf $44 .40 $636.45 $192.05 43.2% Theatre (summer months * 240,400 cf $70 .80 $1,090.40 $386.60 54.9% with air conditioning) Theatre (winter months) 7,300 cf $3 .90 $38.30 $3.40 9.7% Very Large Industry 1,593,502 cf $3,27 .20 $5,590.25 $2,315.05 70.7% * Note: Extremely high due to air conditioner malfunction. . WATERINC: 04-Dec-92 . (')0)'01: =II: ~ Cr5 ,2 I: 0) >- CD ~>.oCD 2~mO :;;: 0) '0>-2 'Om(/) <(a. o '<t to w- o .... co (') C\I "" w- o co oi en (') w- ,... (X) w- en 10 C\I co en '<t w- i O'l o ci o co "" w- C\I (') CO) w- . ~ ~ 8/ 0 0 0 0 ,... "" 10 ....J Cll 0 0 co "" en .... ,... <( 0) - 0 '<t ..- ~ 10 III co ~ I- >- I- co C\I C\I en ,... en co 0 C\I "" O'l co '<t co I- ~ (') CO) ex) ~ co -< ~ VJ ~ ~I 0 0 0 0 0 0) 10 ;:l - 0 0 0 C\I ,... ..- c: '<t ~ CO) en en co 0 ~ ~ '0 co '<t en 0 "" Z m ~ CO) 10 '<t 0 10 ;:l C\I ,... (') CI C\i E:: "I:t ~ ~ ~I 0) 0 0 0 '<t "" 0 == - 0 c: 0 "" 10 co .... "" ~ r-. ;:l 0 ex) ,... en ~ ~ "" '0 Z "" "" C\I en 0 ~ ~ u c: .... co 0 CO) '<t ex) ~ C\I ,... 10 . ~ .... ~ "' ~ ~ ~I 0) 0) 0 0 "" 0) 0 ::E = a I: I: "" 0 10 c: 0 C ~ 0 0 "! (') ,... 0 ~ 0 ~ t) z Z 10 0 co Z '<t .;;; ,... ,... 0 CO) C\I f..) ,... ~ c: VJ ::) ~ 0 ,... - ~ U E ~ ~ ~I 0) 0) 0) 0 0 0) 0 0) a c: c: c: ,... co c: 0 c: 0 0 0 ~ I'-:. 0 "". g -5 z z Z 10 co Z CO) '5 '<t en 0 c: co 0 .... f..) ~ 'Cij 0 - 0) ::) "0 .c: .!2' C\I .c: en I CI) >- f..) 0) Ol '0 CD 0) ~ c: 0 E 0 iii Cil "w .c: 0 0) I 0) <.5 ~ ,!2' u.. ~ a. .c: ::) ~ <( l- E z :r: .c: >< CI) w ~ >- .Q >< .Q .Q 0) w 0) Cll 0 CD ~ W (/) E ~ 0) u.. 0) CI) u.. f..) f..) f..) '0 c: >- I- ::> 0 0) '~ ~ ".-:; 0) E 0 :i: c: 0 l- t) Ol c: 0) c: E (/) :g 0 ~ 0 0 .c: ~ c: Z . ::) 0 f..) Q) ::) ::l U a: ::E U3 ::E :r: ::E en a.. en . u TABLE 5 . SEWER RATE WORKS ~EET BUDGET FOR OPERATION & MAINTAINENCE 1. COLLECTION SYSTEM 2. PLANT & LAB TOTAL ~f~~t~~i~ .;.:.; 386..1:55..00.;. ........, --... .._"" ....... $450,480.00 1993 PERCENT 0.143 0.857 3. CREDITS/DEBITS SPECIAL REVENUES EXCESS REVENUES OVER EXPNES LAST VR TOTAL EXPENES OVER REVENUE TOTAL ................$.......................................... ......-- .. -.. .. .._-.... .. - .. . ...,.... .... . . :;::::;:::::::::. ..lj:i4:AA4~~t ::::::::::::::::::::::::;::::::::jo~OO::: $7,400.00 :::::::::::::i:::::i:::'::::::::::$O~OO::: $7,400.00 4. USER FEES REQUIRED o & M BUDGET CREDITS USER FEES REQUIRED A. COLLECTION SYSTEM .B. PLANT & LAB TOTAL UNIT COSTS 1. FLOW=100% COL. + 40% PLANT & LAB COSTS: 100% 40% TOTAL ESTIMATED BILLABLE FLOW GALS. ESTIMATED BILLABLE FLOW CU.FT. COST/100 CU. FT.= $450,480.00 $7,400.00 $443,080.00 $63,268.34 .$379,811.66 $443,080.00 $63,268.34 $151,924.66 $215,193.00 j:::/:?O"~o.jt 24533333.33 $0.877 2. BOD=30% PLANT & LAB COSTS: 30% ESTIMATED LBS. BOD COST/LB BOD .3. TSS = 30% PLANT &LAB COSTS: 30% ESTIMATED LBS. TOTAL 8.S. COST/LB. TSS $113,943.50 : :::::/))>::::t\~~~~f $0.160 $113,943.50 . ..,..............,.......... .' .......................5'' '2' "3" '7' '0" 0" '.'. "........... . . . ...........' .. .. :::::::;:::::::::::::::;:.....:.....::.....::: $0.218 . INDUSTRIAL LOADING EST. ....... .. ................ FLOW MG ><>J!~:~f$$~I(BOD LBS <:::>~1:$.,~f).: REVENUE $31,056.79 $43,916.56 $21,431.04 -...................,.,. TSS LBS ::::::::;:;:;::::;:;," 8' "5" 0': .~v -:-:-:':';':':-:<<-.. ,",., .... .<~.;. RESIDENTIAL, COMM. & INSTITUTIONAL LOA ING EST. FLOW TOTAL BILLABLE FLOW ALL USER IN MG lESS IN DUSTRIAL FLOW EST. = RES. COMM. & INST. FLOW ESTIMATED REVENUE $184,136.21 BOD TOTAL BOO = LESS IND. BOD = RES. COMM. & INST. BOD ESTIMATED REVENUE TSS . TOTAL TSS = LESS IND. TSS =RES. COMM. & INST. TSS ESTIMATED REVENUE $70,026.94 $92,512.46 184 26.555 157.445 713500 275000 438500 523700 98500 425200 TOTAL RES. COMM. & INST. REVENUE RATE RATE = REVENUE I RES. COMM. & INST. FLO . $346,675.61 $1.65 PER 100 CU FT ~ . , .' ~ ~ , L.~~--F"A.r" "~~""-~"_ ~ MONTICELLO 250 East Broadway P. O. Box 1147 Monticello, MN 55362-9245 Phone: (612) 295~2711 Metro: (612) 333~5739 Fax:- (612) 295-4404 November 16, 1992 Dear IDC Member: . Plans have been made with Mr. Joe LaValle of Remmele Engineering, Inc. to tour their expanded facil ty on Friday, November 20, 1992. The ()ne~hour scheduled event will begin at 7:30 a.m with a brief overview of Remmele's history and an eye-opening cup of coffee and rolls. The tour will follow. P lease make every effort to att nd thereby aff irming the IDC I S support and appreciation of emmelers investment into our community. Please meet at the Remmele facility located at 213 Chelsea Road, Oakwood Industrial Park. Sincerely, ~ Ollie Koropchak Economic Development Director . u Q) .... I to ,.... ,.... I"- to Q) C)Q) (f) 0 0 ,.... "It C .... :t "It 0> N ..; ..0 l'IS Q) ,.... Ec3!;Q "It "It "It "It "It (l)- V} V} V} V} . o .... U .$! ra 3: . 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