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EDA Agenda - 03/09/2022AGENDA REGULAR MEETING - ECONOMIC DEVELOPMENT AUTHORITY (EDA) Wednesday, March 9, 2022 — 6:00 p.m. Mississippi Room, Monticello Community Center Commissioners: President Steve Johnson, Vice President Jon Morphew, Treasurer Tracy Hinz, 011ie Koropchak-White, Hali Sittig and Councilmembers Lloyd Hilgart and Jim Davidson Staff: Executive Director Jim Thares, Rachel Leonard, Angela Schumann, Sarah Rathlisberger and Hayden Stensgard 1. Call to Order 2. Roll Call 6:00 p.m. 3. Consideration of Additional Agenda Items 4. Consent Agenda a. Consideration of Approving Workshop Meeting Minutes —January 12, 2022 b. Consideration of Approving Regular Meeting Minutes—January 26, 2022 c. Consideration of Approving Payment of Bills Regular Agenda 5. Consideration of Duffy Development Multifamily Housing Development Proposal Update related to EDA Support for submittal of LIHTC Funding Application to Minnesota Housing Finance Authority 6. Consideration of GMEF Loan Application from Washburn Computer Group in the amount of $265,000 and authorizing staff to begin loan underwriting process and prepare loan documents related to proposed facility expansion at 218 Chelsea Road 7. Consideration of Adopting Resolution #2022-07 approving an Interfund Loan for advance of certain costs in connection with Redevelopment TIF District #1-45 related to Deephaven Development's Block 52 vertical mixed use commercial residential redevelopment proposal 8. Consideration of authorizing solicitation of quotes for Limited Environmental and Structural Engineering Analysis Services related to Block 52 Redevelopment proposal 9. Consideration of authorizing solicitation of quotes for Hazardous Material Survey of substandard and/or blighted buildings in Block 52 related to redevelopment proposal 10. Economic Development Director's Report 11. Closed Session - Consideration of Recessing to Closed Session to Develop or Consider Offers or Counteroffers for the Purchase or Sale of Real or Personal Property Pursuant to Minnesota Statute 13D.05, Subdivision 3(c)(3). PID # 155033900010 12. Adjourn MINUTES WORKSHOP MEETING - ECONOMIC DEVELOPMENT AUTHORITY (EDA) Wednesday, January 12th, 2022 — 4:30 p.m. North Mississippi Room, Monticello Community Center Members Present: Vice President Jon Morphew, Treasurer Tracy Hinz, 011ie Koropchak- White, Hali Sittig and Councilmember Jim Davidson Members Absent: President Steve Johnson and Mayor Lloyd Hilgart Staff Present: Executive Director Jim Thares, Angela Schumann, Haley Foster, Hayden Stensgard 1. Call to Order Vice President Jon Morphew called the workshop meeting of the Monticello EDA to order at 4:32 p.m., filling in for President Steve Johnson. 2. Roll Call Mr. Morphew took roll. 3. Discussion of 2022-2023 Marketing Plan with AE2S Consultant Staff Executive Director Jim Thares introduced the AE2S staff to the EDA and public and addressed goals for the meeting. AE2S providing a presentation on their team's capability of providing a marketing strategy for the EDA for future industrial and economic development. Andrea Boe and Taylor Corbett of AE2S Communications, introduced themselves and provided a presentation addressing AE2S's areas of work and how it can be utilized to benefit the EDA's marketing plan. One of the goals of the marketing plan is to reach out to all areas of the business sector in Monticello to understand their draw to Monticello and share that information to prospective businesses as well as residents. Mr. Morphew noted that understood that the marketing costs and budget specific to the AE2S proposal is sourced from the Community Energy Transition (CET) Grant that was awarded to the city in 2021. He asked if there was a certain amount of money budgeted to marketing as part of the grant. Mr. Thares said the grant allocated $25,000 for marketing. No action was taken on the item. 4. Adjournment TRACY HINZ MOVED TO ADJOURN THE SPECIAL MEETING OF THE MONTICELLO ECONOMIC DEVELOPMENT AUTHORITY. JIM DAVIDSON SECONDED THE MOTION. MOTION CARRIED UNANIMOUSLY, 5-0, MEETING ADJOURNED AT 5:30 P.M. MINUTES REGULAR MEETING - ECONOMIC DEVELOPMENT AUTHORITY (EDA) Wednesday, January 26th, 2022 — 7:00 a.m. Academy Room, Monticello Community Center Member Present: President Steve Johnson, Treasurer Tracy Hinz, 011ie Koropchak-White, Hali Sittig, Councilmembers Lloyd Hilgart and Jim Davidson Members Absent: Vice President Jon Morphew Staff Present: Executive Director Jim Thares, Angela Schumann, Hayden Stensgard 1. Call to Order President Steve Johnson called the regular meeting of the Monticell Economic Development Authority to order at 7:00 a.m. 2. Roll Call Mr. Johnson took roll. 3. Consideration of Additional Agenda Items None 4. Consideration of Amending Relocation Services Contract with WSB & Associates by increasing the amount by $9,416.00 Executive Director Jim Thares provided an overview of the agenda item. Mr. Thares noted that this is specific to the relocation of businesses on Block 52. The EDA recently purchased two pieces of property on the block and as redevelopment is being planned for the EDA property on Block 52, relocation of current tenants is an important part of the process. HALI SITTIG MOVED TO AMEND RELOCATION SERVICES CONTRACT WITH WSB & ASSOCIATES BY INCREASING THE AMOUNT BY $9,416. OLLIE KOROPCHAK-WHITE SECONDED THE MOTION, MOTION CARRIED UNANIMOUSLY, 6-0. 5. Consideration of authorizing a Professional Services contract with Nauell Appraisal & Consulting, Plymouth, MN, for vacant land appraisal of Country Club Manor, Outlot (16.71 acres) in the amount of $1,200 Mr. Thares provided an overview of the agenda item. JIM DAVIDSON MOVED TO AUTHORIZE A PROFESSIONAL SERVICES CONTRACT WITH NAGEL APPRAISAL & CONSULTING FOR VACANT LAND APPRAISAL OF COUNTRY CLUB MANOR OUTLO (16.71 ACRES) IN THE AMOUNT OF $1,200. HALI SITTIG SECONDED THE MOTION, MOTION CARRIED UNANIMOUSLY, 6-0. 6. Consideration of update of Otter Creek Business Park (OCBP) Platting brobosal and timeline of related steps -actions Mr. Thares provided an overview of the agenda item. It was noted that there is no action needed on the agenda item. Staff has been working to plat City and EDA owned land for future development in the Otter Creek Business Park. Mr. Johnson asked if any of the costs involved in platting and making the lots shovel - ready were covered by the Communty Energy Transition (CET) Grant. Mr. Thares confirmed that the platting costs are included as CET Grant components. The actual physical work tasks costs such as enlarging the stormwater pond and extending the roadway (Dalton Way) is not covered through the CET Grant. In addition, the Shovel Ready documentation step are covered through the CET Grant. Communtity Development Director Angela Schumann noted the EDA owns land in plat area 3 shown on the map in the agenda packet, they will be a co -signatory of the land use applications for platting and other documentation as required for platting as it moves forward. 7. Economic Development Director's Report Mr. Thares provided an overview of the agenda item as described in the agenda packet. 8. Adiourn TRACY HINZ MOVED TO ADJOURN THE REGULAR MEETING OF THE MONTICELLO EDA. OLLIE KOROPCHAK-WHITE SECONDED THE MOTION, MOTION CARRIED UNANIMOUSLY, 6-0, MEETING ADJOURNED AT 7:50 P.M. Accounts Payable Transactions by Account User: Julie.Cheney Printed: 02/09/2022 - 2:31PM Batch: 00205.02.2022 Account Number Vendor Description GL Date Check No CITYonticello Amount PO No 213-46301-430400 KENNEDY AND GRAVEN CHAR] General EDA- Dec 2021 12/31/2021 125156 210.00 213-46301-430400 KENNEDY AND GRAVEN CHAR] 113 West Broadway -Dec 2021 12/31/2021 125156 3,916.80 213-46301-430400 KENNEDY AND GRAVEN CHAR] General EDA- Dec 2021 12/31/2021 125156 25.40 Vendor Subtotal for Dept:46301 4,152.20 213-46301-431993 WSB & ASSOCIATES INC 2021 Economic Development Service: 12/31/2021 0 850.00 Vendor Subtotal for Dept:46301 850.00 Subtotal for Fund: 213 5,002.20 Report Total: 5,002.20 AP -Transactions by Account (02/09/2022 - 2:31 PM) Page 1 Accounts Payable Transactions by Account CITY F � User: Printed: 02/23/2022 - 11:58AM onti effo Batch: 00206.02.2022 Account Number Vendor Description GL Date Check No Amount PO No 213-00000-220110 NORTHLAND SECURITIES INC 21TOO 1 - TIF 1-42 Headwaters Apartn 02/28/2022 125227 1,935.00 213-00000-220110 NORTHLAND SECURITIES INC 21TOO 1 - TIF 1-43 Headwaters Apartn 02/28/2022 125227 1,935.00 Vendor Subtotal for Dept:00000 3,870.00 213-46301-443990 DEMVI LLC Parking Lot Maintenance - Feb 2022 02/28/2022 125209 198.02 Vendor Subtotal for Dept:46301 198.02 213-46301-461500 ALIVE LUTHERAN CHURCH Relocation Benefit Payment Advance 02/28/2022 125203 3,500.00 Vendor Subtotal for Dept:46301 3,500.00 213-46301-461500 INNOVATIVE STUCCO INC Relocation Fixed Benefit Payment 02/28/2022 125217 40,000.00 Vendor Subtotal for Dept:46301 40,000.00 Subtotal for Fund: 213 47,568.02 Report Total: 47,568.02 AP -Transactions by Account (02/23/2022 - 11:58 AM) Page 1 Accounts Payable Transactions by Account CITY F �User: Debbie.Davidson effo Printed: 02/14/2022 - 3:1OPM Batch: 00201.02.2022 Account Number Vendor Description GL Date Check No Amount PO No 213-46301-421990 US BANK CORPORATE PMT SYS 48 Hour Print - The Pointer Outreach 02/15/2022 0 101.28 Vendor Subtotal for Dept:46301 101.28 213-46301-438200 CITY OF MONTICELLO 7256-004 - 130 Brdwy- Stormwtr 12/31/2021 0 19.25 213-46301-438200 CITY OF MONTICELLO 7256-007 - 103 Pine St- EDA 12/31/2021 0 37.97 213-46301-438200 CITY OF MONTICELLO 7256-008 - 112 River St. W EDA 12/31/2021 0 37.97 Vendor Subtotal for Dept:46301 95.19 213-46301-443990 US BANK CORPORATE PMT SYS Jimmy Johns - Sandwiches for Meetin 02/15/2022 0 119.29 213-46301-443990 US BANK CORPORATE PMT SYS Monti Chamber - January Lunch (JT) 02/15/2022 0 15.00 Vendor Subtotal for Dept:46301 134.29 Subtotal for Fund: 213 330.76 Report Total: 330.76 AP -Transactions by Account (02/14/2022 - 3:10 PM) Page 1 Accounts Payable Transactions by Account CITY F User: Debbie.Davidson Printed: 03/01/2022 - 11:41AM 3tjMSo!nti e ffo Batch: 00215.02.2022 Account Number Vendor Description GL Date Check No Amount PO No 213-46301-438100 XCEL ENERGY 51-13295413-8 - 103 Pine St 02/28/2022 0 47.12 Vendor Subtotal for Dept:46301 47.12 Subtotal for Fund: 213 47.12 Report Total: 47.12 The preceding list of bills payable totaling $52,948.10 was reviewed and approved for payment. Date: 3/9/2022 Approved by Tracy Hinz- Treasurer AP -Transactions by Account (03/01/2022 - 11:41 AM) Page 1 Accounts Payable Transactions by Account User: Julie.Cheney Printed: 02/09/2022 - 2:31PM Batch: 00205.02.2022 Account Number Vendor Description GL Date Check No CITYonticello Amount PO No 213-46301-430400 KENNEDY AND GRAVEN CHAR] General EDA- Dec 2021 12/31/2021 125156 210.00 213-46301-430400 KENNEDY AND GRAVEN CHAR] 113 West Broadway -Dec 2021 12/31/2021 125156 3,916.80 213-46301-430400 KENNEDY AND GRAVEN CHAR] General EDA- Dec 2021 12/31/2021 125156 25.40 Vendor Subtotal for Dept:46301 4,152.20 213-46301-431993 WSB & ASSOCIATES INC 2021 Economic Development Service: 12/31/2021 0 850.00 Vendor Subtotal for Dept:46301 850.00 Subtotal for Fund: 213 5,002.20 Report Total: 5,002.20 AP -Transactions by Account (02/09/2022 - 2:31 PM) Page 1 Page: 2 Kennedy & Graven, Chartered 150 South Fifth Street, Suite 700 Minneapolis, MN 55402 City of Monticello December 31, 2021 MN190-00101 General EDA Matters Through December 31, 2021 For All Legal Services As Follows: L�1 Hours Amount 12/13/2021 GAF Conference call with finance and economic development 1.00 team and T ❑mdah; Total Services: Total Services and Disbursements: 210.00 $ 210.00 $ 210.04 From: Jim Thares To: Julie Chenev Subject: RE: Kennedy & Graven (4) Date: Tuesday, February 8, 2022 10:58:25 AM Attachments: imaae001.png Julie, three of these invoices are okay to pay from the EDA General Fund Budget. The fourth invoice in the amount of $42.00 is not EDA related. Please discuss with Sarah. Please see coding in red font. From: Julie Cheney <Julie.Cheney@ci.monticello.mn.us> Sent: Tuesday, February 8, 2022 10:05 AM To: Jim Thares <Jim.Thares@ci.monticello.mn.us> Subject: FW: Kennedy & Graven (4) Jim — Please approve by end of day today. Thank you! From: Julie Cheney Sent: Tuesday, February 1, 2022 3:16 PM To: Jim Thares <Jim.Thares(@ci.monticello.mn.us> Subject: FW: Kennedy & Graven (4) Following up on these. Please approve before end of day February 8th. Thank you! From: Julie Cheney Sent: Tuesday, January 25, 2022 3:46 PM To: Jim Thares<Jim.Thares(@ci.monticello.mn.us> Subject: Kennedy & Graven (4) Jim Please see the attached invoices from Kennedy & Graven: Inv# MN325-00006—General - $25.40 Okay -213-46301-430400 Inv# MN325-00045 — 113 W Broadway- $3,916.80 Okay— 213-46301-430400 Inv# MN190-00101— General EDA - $210.00 Okay— 213-46301-430400 Okay to pay? Please provide coding. Thank you, Julie Cheney Finance Assistant City of Monticello 763-271-3205 Julie.Cheney@ci.monticello.mn.us AP@ci.monticel lo.mn.us CITY OF Monticello Email correspondence to and from the City of Monticello government offices is subject to the Minnesota Government Data Practices Act and may be disclosed to third parties. Page: 2 Kennedy & Graven, Chartered 150 South Fifth Street, Suite 700 Minneapolis, MN 55402 Monticello FDA December 31, 2021 MN325-00045 113 West Broadway Through December 31, 2021 For All Legal Services As Follows' Hours 12/2/2021 MINI Monticello 113 W Broadway - review commitment and 0.70 discussion regarding same with T Reichert and J Thares 12!212021 TMR Review commitment and exception documents; save to 0.80 file and forward to Martha Ingram; email exchange with Jim Thares regarding next steps and Objection Letter; email exchange with Martha Ingram regarding property to be demolished; email to Lauren Keysser to request removal of requirement number 10 from Commitment; email Commitment to Cindy Heaton 12/3J2021 MINI Review first supplemental title commitment; office 0.50 conference with T Reichert regarding title objection letter; phone call with J Thares regarding same 12!312021 TMR Phone call to Robin Armstrong regarding updating title 0.80 commitment regarding removal of requirement number 10; draft Objection Letter; review up -dated commitment and save to file; forward to Martha Ingram 12/6/2021 MNI Review title objection letter; office conference with T 0.20 Reichert regarding same 12/6/2021 MNI Phone conversation with J Thares regarding objection 0.40 letter, discovery of possible third tenant in property 12/6/2021 TMR Update Objection Letter based on revised commitment; 0.30 foward to Martha Ingram to approve and execute 12/7/2021 MNI Office conference with T Reichert regarding scheduled 0.50 closing; review settlement statement, update same 12/7/2021 TMR Receive Operating Agreement from Cindy Heaton; review, 3.00 save and forward to title company; review email exchange with Jim Thares and Martha Ingram regarding Lease and Trade Fixtures; update Objection Letter and send to Cindy Heaton; email exchange with Jim Thares and Robin Armstrong regarding final Settlement Statement; email to Debbie Davidson regarding assessments and water bill; review Lease Agreement; email Robin Armstrong to request legal description in word format; phone call to Martha Ingram regarding closing items; email Robin Amount 147.00 101.60 105.00 101-60 42.00 84.00 38.10 105.00 381.00 Page: 3 Kennedy & Graven, Chartered 150 South Fifth Street, Suite 700 Minneapolis, MN 55402 Monticello EDA December 31, 2021 Armstrong to provide approval on final Settlement Statement; confirm no endorsements will be required; provide Cindy Heaton contact information to Robin Armstrong; draft closing checklist; request review of drafts of seller documents; email from Lauren Keysser to clear Schedule 6, Requirement 9 on title commitment 12/812021 MNI Review seller Certificate as to tenants, Assignment of 2.00 420.00 Leases, and Escrow Agreement, email correspondence with J Thares regarding status of possible third tenant; phone conversation with EDA relocation specialist regarding same; review provisions of PA regarding tenants; email to EDA staff regarding same 12/812021 TMR Draft Escrow Agreement, Assignment and Assumption of 1.10 139.70 Leases and Certificate from Landlord as to Security Deposits 12/812021 TMR Email exchange with Jim Thares regarding wire 0.20 25.40 1219/2021 JPW Call with M Ingram regarding relocation determination of 0.30 48.00 potential sub -tenant 12/9/2021 MNI Office conference with T Reichert regarding possible 0.30 63.00 push -back of closing; email correspondence with J Thares regarding same 12/9/2421 MNI Office conference with J Weir regarding relocation 1.00 210.00 question; phone call with client regarding same and options of EDA 12/912021 TMR Phone call with Martha Ingram regarding additional tenant 0.20 25.40 12/13/2021 MNI Meeting preparation and special EDA meeting on 2.20 462.00 purchase of 113 W. Broadway 12/13/2021 MNI Office conference with S Sonsalla regarding seller 0.70 147.00 certification as to tenants, other seller documents; revise and finalize same; office conference with T Reichert regarding same 12/13/2021 SJS Telephone conference with M Ingram regarding treatment 0.25 47.50 of subtenant subleasing from tenant at closing 12113/2021 TMR Compile documents to send to Cindy Heaton; complete 1.00 127.00 information for Point of Sale; email exchange with Robin Armstrong regarding possibility of pushing closing date out to following week; request drafts of seller documents; review revisions to dafts of closing documents Page: 4 Kennedy & Graven, Chartered 150 South Fifth Street, Suite 700 Minneapolis, MN 55402 Monticello EDA December 31, 2021 12/1412021 MNI Final revisions and preparation of execution copy of 0.80 Property Mangaement and Lease Agreement; office conference with T Reichert regarding closing matters 12/14/2021 MNI Review final documents for 12/17 closing; office 1.00 conference with T Reichert regarding same 12/14/2021 TMR Email from Martha Ingram regarding Property 2.40 Management and Lease Agreement; review and send to Cindy Heaton; review file; provide update to Martha Ingram; voicemail to Cindy Heaton to request approval on drafts of closing documents; phone call with Cindy Heaton from Cindy Heaton regarding closing and signing process; follow up phone call to Martha Ingram regarding next steps; email Jim Thares to provide final drafts of closing documents; phone call to Jim Thares to confirm receipt of email; email to Robin Armstrong to request drafts of deed; update Closing Checklist; email exchange with Cindy Heaton answering questions; receive and review deed from Robin Armstrong; draft Instruction Letter; review executed EDA closing documents; email exchange with Hayden Stensgard to request final Settlement Statement; save executed closing documents to file; email Cindy Heaton to request her draft of the Bring Down document; forward coy of deed and draft of Instruction Letter to Martha Ingram for review and approval; revise title company deed and letter; email to Martha Ingram to update on status of closing items 168.00 210.00 344.80 12/15/2021 MNI Question regarding seller closing documents 0.20 42.00 12/15/2021 TMR Email from Cindy Heaton regarding Bring Down 1.30 Certificate; draft example of Bring Down Certificate and send to Martha Ingram and request direction on response to Cindy Heaton; email Cindy Heaton and provide definition of Bring Down Certificate and example of the document; email from Cindy Heaton regarding document in final form; respond to Cindy Heaton and provide a document list along with instructions for review and to overnight originals; email from Robin Armstrong confirming originals received from EDA; review executed seller closing documents; email Cindy Heaton to inform of revision required; saved revised and all executed seller documents to file 12/17/2021 MNI. Final review of closing documents and eCRV; authorizing 0.50 funding 165.10 105.00 Page: 5 Kennedy & Graven, Chartered 150 South Fifth Street, Suite 700 Minneapolis, MN 55402 Monticello FDA December 31, 2021 12/17/2021 TMR Email to Robin Armstrong to check on funding; phone call 0.70 88.90 with Robin Armstrong to provide eCRV information; review Proforma and send to Martha Ingram for review and approval; request permission to authorize funding; email and phone call to Jim Thares to request permission to fund; email confirmation to Robin Armstrong that we authorize funding, send funding notification to Jim Thares 12i20l2021 TMR Save recorded deed to file. 0.10 12.70 Total Services: $ 3,916.80 Total Services and Disbursements: $ 3,916.80 From: Jim Thares To: Julie Chenev Subject: RE: Kennedy & Graven (4) Date: Tuesday, February 8, 2022 10:58:25 AM Attachments: imaae001.png Julie, three of these invoices are okay to pay from the EDA General Fund Budget. The fourth invoice in the amount of $42.00 is not EDA related. Please discuss with Sarah. Please see coding in red font. From: Julie Cheney <Julie.Cheney@ci.monticello.mn.us> Sent: Tuesday, February 8, 2022 10:05 AM To: Jim Thares <Jim.Thares@ci.monticello.mn.us> Subject: FW: Kennedy & Graven (4) Jim — Please approve by end of day today. Thank you! From: Julie Cheney Sent: Tuesday, February 1, 2022 3:16 PM To: Jim Thares <Jim.Thares(@ci.monticello.mn.us> Subject: FW: Kennedy & Graven (4) Following up on these. Please approve before end of day February 8th. Thank you! From: Julie Cheney Sent: Tuesday, January 25, 2022 3:46 PM To: Jim Thares<Jim.Thares(@ci.monticello.mn.us> Subject: Kennedy & Graven (4) Jim Please see the attached invoices from Kennedy & Graven: Inv# MN325-00006—General - $25.40 Okay -213-46301-430400 Inv# MN325-00045 — 113 W Broadway- $3,916.80 Okay— 213-46301-430400 Inv# MN190-00101— General EDA - $210.00 Okay— 213-46301-430400 Okay to pay? Please provide coding. Thank you, Julie Cheney Finance Assistant City of Monticello 763-271-3205 Julie.Cheney@ci.monticello.mn.us AP@ci.monticel lo.mn.us CITY OF Monticello Email correspondence to and from the City of Monticello government offices is subject to the Minnesota Government Data Practices Act and may be disclosed to third parties. Page Kennedy & Graven, Chartered 150 south Fifth Street, suite 700 Minneapolis, MN 55402 Monticello EDA December 31, 2021 MN325-00006 General 01, Through December 31, 2021 For All Legal Services As Follows: Hours 12/20/2021 TMR Phone call from Jim Thares; forward title commitment for 0.20 103 Pine Street, Total Services; $ Total Services and Disbursements: $ Amount 25.40 25.40 25.40 From: Jim Thares To: Julie Chenev Subject: RE: Kennedy & Graven (4) Date: Tuesday, February 8, 2022 10:58:25 AM Attachments: imaae001.png Julie, three of these invoices are okay to pay from the EDA General Fund Budget. The fourth invoice in the amount of $42.00 is not EDA related. Please discuss with Sarah. Please see coding in red font. From: Julie Cheney <Julie.Cheney@ci.monticello.mn.us> Sent: Tuesday, February 8, 2022 10:05 AM To: Jim Thares <Jim.Thares@ci.monticello.mn.us> Subject: FW: Kennedy & Graven (4) Jim — Please approve by end of day today. Thank you! From: Julie Cheney Sent: Tuesday, February 1, 2022 3:16 PM To: Jim Thares <Jim.Thares(@ci.monticello.mn.us> Subject: FW: Kennedy & Graven (4) Following up on these. Please approve before end of day February 8th. Thank you! From: Julie Cheney Sent: Tuesday, January 25, 2022 3:46 PM To: Jim Thares<Jim.Thares(@ci.monticello.mn.us> Subject: Kennedy & Graven (4) Jim Please see the attached invoices from Kennedy & Graven: Inv# MN325-00006—General - $25.40 Okay -213-46301-430400 Inv# MN325-00045 — 113 W Broadway- $3,916.80 Okay— 213-46301-430400 Inv# MN190-00101— General EDA - $210.00 Okay— 213-46301-430400 Okay to pay? Please provide coding. Thank you, Julie Cheney Finance Assistant City of Monticello 763-271-3205 Julie.Cheney@ci.monticello.mn.us AP@ci.monticel lo.mn.us CITY OF Monticello Email correspondence to and from the City of Monticello government offices is subject to the Minnesota Government Data Practices Act and may be disclosed to third parties. 701 XENIA AVENUE S SUITE 3Pp MINNEAPOLIS, MN wsb 55416 City of Monticello Attn: Sarah Rathlisberger, CPFO Finance Manager 505 Walnut Street, Suite 1 Monticello, MN 55362-8831 January 26, 2022 Project/lnvoice: Reviewed by: Project Manager: 2021 Economic Development Services City Staff Reviewer - Jim Thares GL Acct # 213.46301.431993 Professional Services from December 1. 2021 to December 31. 2021 Phase 001 2021 Economic Development Services Monthly Retainer Monthly Retainer $850 / Lump Sam Fee $10,200 for this task. Fee Total Fee 10,200.00 Percent Complete Billings to Date Fee Labor Add-on Totals 100.00 Total Earned Previous Fee Billing Current Fee Billing Total Fee R-017641-000 - 12 Bret Weiss James Gromberg 10,200.00 9,350.00 850,00 850.00 Total this Task $850.00 Total this Phase $850.00 Total this Invoice $850.00 Current Prior Total 850.00 9,350.00 10,200.00 0.00 7,159.50 7,159.50 0.00 -127.00 -127.00 850.00 16,382.50 17,232.50 From: Jim Thares To: Julie Cheney Subject: RE: WSB (2) Date: Tuesday, February 1, 2022 12:54:46 PM Attachments: imacie001.a_na Julie, this is okay to pay as coded. Thank u. From: Julie Cheney <Julie.Cheney@ci.monticello.mn.us> Sent: Tuesday, February 1, 2022 10:44 AM To: Jim Thares <Jim.Thares@ci.monticello.mn.us> Subject: WSB (2) Jim Please see the attached invoices from WSB: Inv# R019194-000 3 — Shovel Ready Site Certification - $6,211.50 Inv# R017641-000 12 — 2021 Economic Development Services - $850.00 Okay to pay as coded? Thanks, Julie Cheney Finance Assistant City of Monticello 763-271-3205 Julie.Cheney@ci.monticello.mn.us AP@ci.monticel lo.mn.us CITY �C)F Monticello Email correspondence to and from the City of Monticello government offices is subject to the Minnesota Government Data Practices Act and may be disclosed to third parties. Accounts Payable Transactions by Account CITY F � User: Printed: 02/23/2022 - 11:58AM onti effo Batch: 00206.02.2022 Account Number Vendor Description GL Date Check No Amount PO No 213-00000-220110 NORTHLAND SECURITIES INC 21TOO 1 - TIF 1-42 Headwaters Apartn 02/28/2022 125227 1,935.00 213-00000-220110 NORTHLAND SECURITIES INC 21TOO 1 - TIF 1-43 Headwaters Apartn 02/28/2022 125227 1,935.00 Vendor Subtotal for Dept:00000 3,870.00 213-46301-443990 DEMVI LLC Parking Lot Maintenance - Feb 2022 02/28/2022 125209 198.02 Vendor Subtotal for Dept:46301 198.02 213-46301-461500 ALIVE LUTHERAN CHURCH Relocation Benefit Payment Advance 02/28/2022 125203 3,500.00 Vendor Subtotal for Dept:46301 3,500.00 213-46301-461500 INNOVATIVE STUCCO INC Relocation Fixed Benefit Payment 02/28/2022 125217 40,000.00 Vendor Subtotal for Dept:46301 40,000.00 Subtotal for Fund: 213 47,568.02 Report Total: 47,568.02 AP -Transactions by Account (02/23/2022 - 11:58 AM) Page 1 Northland Securities, h,c. Invoice NORTHLAND Invoice Number: 150 South Fifth Sheet 6992 Suite 3300 SECURITIES Minneap❑Iis, MN 55402 Invoice Date: 2/10/22 Voice: 612-851-5900 Fax: 612-851-5951 Page: 1 Bill To: City of Monticello lira Thares, Economic Dei. Manager 505 Walnut Street, Suite 1 Monhcello, MN 55362 Customer PO Payment 'T'erms Sates Rep ID Due Date TEF District 1-42 Net 30 Days 3/12/22 Description Amount For services related to Tax Increment District 1-42 (Headwaters ApartmentPrvject) 1 935 00 ['lease see enclosed detain.,, ,I Subtotal 1,935.00 Sales Tax Total Invoice Amount 1,935.00 Payment Received TOTAL 7,935, 00 Main612-851-5900 I 'loll-FroA00-851-2920 I Fax612-851-5987 1305outh Fifth SUM, Suite 3300 1 Min"eppolis, MN 55402 Nor thl a n dSecu r i ties. co m MenJber FINRA and SIPC, Registered ruitit SEC and MSR8 NORTHLAND E'i C FINANCE INVOICE SUPPLEMENT Client: City of Monticello Project: Tax Increment District 1-42 (Headwaters Apartment Project) Contact: Jim Thares Economic Development Manager City of Monticello 505 Walnut Street Suite 1 Monticello, MN 55362 Billing Period: January 2022 Services Performed • Draft 'TIF Plan • Distributed draft TIF Plan and letter cit explanation to ct�unty and school district • Complete financial evaluation of developer request • Conference ca 11 with developer to review offer of terms Staff Time Position Hours Rate Billable Senior Professional 9.00 $215 $1,335.00 Total Staff 9.00 $1,935.00 Expenses Mileage $D.00 Printing $0.00 Other $0.00 Total Expenses $0.00 Total This Period, $1,935.00 Project Summary Total Budget* $ 5,267.50 Billed This Period ($1,935.00) Billed Previous M1,397.50) Budget Remaining* $ 1,935.00 "Agreement includes budget of $10,535. City determined to establish two versus one TIF district for the housing project. Budget shown here is split between TIF 42 and TIF 43. Northland will not exceed budget unless City agrees to modified scope to reflect additional work related to two TIF districts versus one. Northland Securities, Inc. Page 2 of 2 From: Liz Lindrud To: Julie Cheney Subject: RE: Northland Securities (2) Date: Tuesday, February 22, 2022 12:20:48 PM Attachments: imaae001.onna Yes and the coding should be 213-00000-220110. The first couple were coded to the gen fund (which I didn't catch either). From: Julie Cheney <Julie.Cheney@ci.monticello.mn.us> Sent: Tuesday, February 22, 2022 12:06 PM To: Liz Lindrud <Liz.Lindrud@ci.monticello.mn.us> Subject: FW: Northland Securities (2) Okay to code both invoices to escrow and project #21T001? From: Jim Thares<Jim.Thares(@ci.monticello.mn.us> Sent: Tuesday, February 22, 2022 11:53 AM To: Julie Cheney <Julie.Cheney(@ci.monticello.mn.us> Subject: RE: Northland Securities (2) Julie, these are both okay to pay. I am not sure of the coding. The escrow account payment for the Headwaters TIF Application = $10,000 should be the source of the payment. It probably has its own coding. I think this the second Northland invoice that is being applied to TIF 1-42 and TIF 1-43. The original escrow payment was only for $10,000. The thought at that time was there would only be one TIF District. After some time passed, post the escrow payment, it was determined that it would be best to create two separate TIF Districts (the $10,000 fee is to be allocated to costs in both of these TIF Districts). When, the escrow account is at zero, we will ask Headwaters to add funds to the accounts for TIF Districts. Hopefully, this is helpful. From: Julie Cheney <Julie.Cheney(@ci.monticello.mn.us> Sent: Tuesday, February 22, 2022 11:27 AM To: Jim Thares <Jim.Thares(@ci.monticello.mn.us> Subject: FW: Northland Securities (2) Following up on these two. Thanks! From: Julie Cheney Sent: Tuesday, February 15, 2022 4:03 PM To: Jim Thares <Jim.Thares(@ci.monticello.mn.us> Subject: Northland Securities (2) Jim The following invoices are attached: Inv# 6993—TIF 1-43 - $1,935.00 Inv# 6992—TIF 1-42 - $1,935.00 Okay to pay? Please provide coding. Thanks, Julie Cheney Finance Assistant City of Monticello 763-271-3205 Julie.Cheney@ci.monticello.mn.us AP@ci.monticello.mn.us CITY C OF Monticello Email correspondence to and from the City of Monticello government offices is subject to the Minnesota Government Data Practices Act and may be disclosed to third parties. Northland Securities, Inc. 150 South Fifth street Suite 3300 Minneapolis, MN 55402 Voice: 612-851-5900 Fax: 612-851-5951 Bill To: City of Monticello Jim Thares, Economic Dei. Manager 505 Wain ut Street, Suite 1 Monticello, MN 55362 Customer PO TIF District 1-43 NORTHLAND SECURITIES Payment Terms Net 30 Days Description or se; ices related to Tax Increment District 1-43 (Headwaters Villas Project). 'lease see enclosed detail. Sales Rep ID Subtotal Sales Tax Total Invoice Amount Payment Received Invoice Invoice Number: 6993 Invoice Date: 2/10/22 Page: 1 Due Date 3/12/22 Amount 1,935.00 11935.00 1,935.00 TOTAL 1,935.00 Main 512-851-5900 1 Toll -Free 800-851-2920 ! Fa -.,612-851-5987 150 Sistith Fifth Street, Suite 33t* I Muineapolis, MN 5540] .V or thl a nd 5ecu rities.com Member FINRA and SIPC Registered zeidio SEC and MSRB i NORTHLMD PUBLIC FINANCE INVOICE SUPPLEMENT Client: City of Monticello Project: Tax Increment District 1-43 (Headwaters Villas Project) Contact. Jim Thares Economic Development Manager City of Monticello 505 Walnut Street Suite 1 Monticello, MN 55362 Billing Period: January 2022 Services Performed • Draft TIP Plan • Distributed draft TIF Plan and letter of expianation to county and school district • Complete financial evaluation of developer request • Conference call with developer to review offer of terms Staff Time Position Hours Rate Billable Senior Professional 9.00 $215 $1,935.00 Total Staff 9.00 $1,935.00 Expenses Mileage $0.00 Printing $0.00 Other $0.00 Total Expenses $0.00 Total This Period $1.935.00 Project Summary Total Budget* $ 5,267.50 Billed This Period ($I,935.00) Billed Previous ($1,397.50) Budget Remaining* $ 1,935.00 *Agreemeni inJudes budget of $10,535. City determined to establish two versus one TIF district for the housing project. Budget shown here is split between TIF 42 and TIF 43. Northland will not exceed budget unless City agrees to modified scope to reflect additional work related to two TIF districts versus one. Northland Securities, Inc. Page 2 of 2 From: Liz Lindrud To: Julie Cheney Subject: RE: Northland Securities (2) Date: Tuesday, February 22, 2022 12:20:48 PM Attachments: imaae001.onna Yes and the coding should be 213-00000-220110. The first couple were coded to the gen fund (which I didn't catch either). From: Julie Cheney <Julie.Cheney@ci.monticello.mn.us> Sent: Tuesday, February 22, 2022 12:06 PM To: Liz Lindrud <Liz.Lindrud@ci.monticello.mn.us> Subject: FW: Northland Securities (2) Okay to code both invoices to escrow and project #21T001? From: Jim Thares<Jim.Thares(@ci.monticello.mn.us> Sent: Tuesday, February 22, 2022 11:53 AM To: Julie Cheney <Julie.Cheney(@ci.monticello.mn.us> Subject: RE: Northland Securities (2) Julie, these are both okay to pay. I am not sure of the coding. The escrow account payment for the Headwaters TIF Application = $10,000 should be the source of the payment. It probably has its own coding. I think this the second Northland invoice that is being applied to TIF 1-42 and TIF 1-43. The original escrow payment was only for $10,000. The thought at that time was there would only be one TIF District. After some time passed, post the escrow payment, it was determined that it would be best to create two separate TIF Districts (the $10,000 fee is to be allocated to costs in both of these TIF Districts). When, the escrow account is at zero, we will ask Headwaters to add funds to the accounts for TIF Districts. Hopefully, this is helpful. From: Julie Cheney <Julie.Cheney(@ci.monticello.mn.us> Sent: Tuesday, February 22, 2022 11:27 AM To: Jim Thares <Jim.Thares(@ci.monticello.mn.us> Subject: FW: Northland Securities (2) Following up on these two. Thanks! From: Julie Cheney Sent: Tuesday, February 15, 2022 4:03 PM To: Jim Thares <Jim.Thares(@ci.monticello.mn.us> Subject: Northland Securities (2) Jim The following invoices are attached: Inv# 6993—TIF 1-43 - $1,935.00 Inv# 6992—TIF 1-42 - $1,935.00 Okay to pay? Please provide coding. Thanks, Julie Cheney Finance Assistant City of Monticello 763-271-3205 Julie.Cheney@ci.monticello.mn.us AP@ci.monticello.mn.us CITY C OF Monticello Email correspondence to and from the City of Monticello government offices is subject to the Minnesota Government Data Practices Act and may be disclosed to third parties. Julie Cheney1 y� • 1 [�I From: Bullseye Property Management & Realty email@managebuilding.com> Sent: Saturday, February 19, 2022 3:05 AM To: AP Subject: Lease statement for Broadway Parking Easement - COMMERCIAL - 2 as of.2/19/2022 Bullseye Property Management & Realty Lease statement as of 2022-02-19 City of Monticello Economic Development Authority 35 Lake St Suite 500 Big Lake, MN 55309 Date Memo Prior balance $0.00 11/30/2021 Payment 12/1/2021 Common Area Maintenance 12/16/2021 Payment 1/1/2022 Common Area Maintenance 1/27/2022 Payment 2/1/2022 Common Area Maintenance 3/1/2022 Common Area Maintenance Balance cP/3-q(a3a1.35�� Account #: 00405914 Amount Balance $0.00 ($198.02) ($198.02) $198.02 $0.00 ($198.02) ($198.02) $198.02 $0.00 ($198.02) ($198.02) $198.02 $0.00 $198.02 $198.02 Balance due: $198.02 Payment is due on the 28th of the month. If payment isn't received, a one-time fee equal to 8% of outstanding balances will be charged on the 29th of each month. Manage your account online: http://builseyeproperties.managebuilding.com Bullseye Property Management & Realty 763-295-6566 Build ium@bullseye4lLcom Stay connected with the Resident Center app 1 CITY OF MONTICELLO VOUCHER Please complete, sign, 07201submit to accts Payable by dire date for check r2in. ® Dish, Ck. Batch !lav by: VENDOR: Name: 1�V Z L'L4 :address I Address Z Cit}iST/Zip _ ej Cpm S 5 �,6 Z Statement/ Invoice No: DISTRIBUTION OF EXPENSE TOTAL: $ APPROVED BY(� DATE' ate- Z 2 ZD Z 2, voucher.xls Jim Thares From: Penny Rolf <PRolf@wsbeng.com> Sent: Tuesday, February 22, 2022 11:43 AM To: Jim Thares Subject: Advance Claim for Alive! Lutheran Church The church has requested a relocation claim advance for the moving which would be around $3500. I'll get that claim in process but wanted you to know so you could try to get it on the Feb. 28' agenda yet. Penny Rolf Sr.Right of Way Specialist 612-360-1314 (o) 1612.360.1314 (m) WSB I wsbeng.com wsb This email, and any files transmitted with it, is confidential and is intended solely for the use of the addressee if you are not the addressee, please delete this email from your system. Any use of this email by unintended recipients is strictly prohibited. WSB does not accept liability for any errors or omissions which arise as a result of electronic transmission. if verification is required, please request a hard copy. VENDOR: Name Address I Add1-css 2 CITY OF MONTICELLO VOUCHER Please co�nplete, sign, and submit to Accts Payable by due date for check riin, ® Disti. Ck, Batch Pad hy: (Aa,, Z.4 C'ity/ST/Zip i (' Q LA l-p1kIStatement/ Invoice Nei - DISTRIBUTION OF EXPENSE '1'01'A 1 _: $ voucher.xis DATE: ��- Transyn ittaP To: Monticello EDA Date: Attn: Jim Thares Re: 545 Walnut Street, Ste. 1 Monticello, MN 55362 wsb 2-18-22 Relocation — Claim 1/Final Innovative Stucco Project No: 14511 We are sending to you: ❑ Attached ❑ Separately ❑ By Messenger ❑ Shop Drawings ❑ Specifications ❑ Contracts ❑ Report ❑ Prints ❑ Correspondence ❑other Document Description Fixed Payment Claim — Innovative Stucco — Final Claim wldocumentation and W-9 ■ 2019/2020 Tax information for basis of $40,000 fixed payment claim The above are ❑ Shop drawings as checked ❑ No exceptions taken ❑ Rejected ❑ Revise and resubmit ❑ Note markings Remarks: w 7 2 ui 7 Q Q z LU X c ti ❑ For your use ❑ For your approval ❑ For your distribution X For your processing ❑ For your records ❑ For your information ❑ For your review X As you requested ❑ For signature ❑ Other By: Penny Rolf, WSB & Associates Tele: 612-360-1314 or 763-231-4868 07 C: m a' 0 0 ca N Monticello EDA vX171as FIXED PAYMENT A Rrxed Payrill `b-Lirl ofAloving andPeestablishment Expenses c cu�ausy_LDays2 0189 11 ago 111138 a Innovative Stucco, Inc kDist S.P. Parcel _ jC.S. _ Proj 1{] Fed No. County Vlhivht Acquisition' ® Pending ❑ Accepted ❑ Em. Domain Parcel Owner: (Name or CApil l KC and the Bays. LL Parcel Addr 113 West Broadway City, State zip. RELOCATION CLAIM ELIGIBILITY �Displace,e Name{sJ innovative Stucco, Inc OCCupancy Date: 11.1-21 © Owner 0 Tenant 11118usiness ❑Farm ❑Nein-profit Subawled Amount S 40,000,00 Consull Approval'(2p Agency Approval: Late Application Approved - Vendor No.: Attn Finance: Mail !QLW- Ta: Addressees]; Innovative Stucco Inc Malting Addr.: N12169 Misty Bog Road City, State Zip. Trego, Will 54888 FIXED PAYMENT. CALCULATION iRnrrm to wtwle duLxr For the Year 2019 Net Earrings were (w rrihimwn) S 124.072 For the Year 7020 Net Earnings were acminimum) S _144,334 l Date; 11.10-21 Acquisition Date: _ pendsirig Total 2 -Yr. Net Earnings for reporting period S 2B$ 406 (Nax RCt po" ra awn-' a orrerl Wdckanri" elle 'Pandr(v ) A+lerrfmum Axed Paym crit' hey not erce[rd $gp,ppp Displacee Vacated Acquisition Parcel on tl Lesser of 'h 2 -Yr- Net or $40.000 (ri,poorrinwnum) S The tern "Average P.nnual Net Earning," means orift -half (y,) of the Net Enrrsnpx nt the btfsine%% or farm betcre FCdCrot, £tole and Lccat taxes duri i yy I t r two fil le years immediately preceding the tarabie year in which the bu,irr&s or farm is disptaced. `Adage Annual NW Farnings' includes any [compensation paid by the tyueaness or faun to the owner, owners spouse andlar dap eneents, and may be established by Fed eiat income tax rattsns filed by she bus, e ss oe farm a it} owner, spouze a dependents for the two year periotl. In r Icuiaong a Fried Payment a reported Net Lass for a tambie report year shall be treated as a Neo Eaffv r or ZERO far that year DiilIl a must 2C*nowf0Yga pars onaI propwry removal on aria mvets e oir this form /Ras 0 i Residency Certification Fac Nal law rsqures certification of residency status, please check the category or complete the seaon below that eppiiea to your occupancy status in the Umtrd Stats fsee over rordedin+br m) Your signature eowittaes ee lAoatron. f l�f7 Nfl. I certify that I am. a Urvte&d States citizen ❑ an alien I3whAlly pcesert rnthe Lill ad States a Urited Siate9 r7a1ron0l ❑ a non V.S. citizen not preserA in ft unr:ed States gar rsbie I certify Out there are partners to the paainerstlp and that ale oitrzens of the United States, anTor are aliens lavolly present i n the toted States. and are noci. U.5 citizens arot present +n the United 9atPs. qeMnd4n' I cenly that trimyntiv _,51u 0_]M is established by law arld authnnzed tocc rid uct husrnesm in the United states. Claimant AcicnoWedgerilt i, !ria undersigned, do hereby atRrm that the above information is true and cat rect, and agree to accept the amount I of i 40,000.60 in leu of all moving, rcestablisltment, or other expens£s, I further call that the business or farm is not a part of a 1 cornmercral er,lil having more then thrum other entities under the same ownership and engaged in the same or similar bvsnese advises. The busli lea5'coatnbutes materially' (see over) to the income of the Owner(s) and is not operated at or on the acgrnril9on panne# solely (of the purpose of renting to other:, I further 4Grnty that I have not sa.rbirnil any other claim or revel co"TVnse4on for, any er expense relating to this claim. OFFICIm - AL USE ONLY. tca-ren4:l i-- , AuthorRed 1 Signature: [ r r Name (print): .4--e- Telephone: '7 6Z, Date: !I� Fixed Payment Claim Page t of 2 Lii RL1Q2B F ,-J RHymOntCLivn r4 r.2011:08 Contribute Materiailti• The term "ccmtrlbute muteri 31ly" means that during the 2 taxable years prfpr to the laxablae year in whsch displacement occurs, or during such other period as the Agency determines to be more equitable, a bGSiness or farm operation! 1. Had average annual gross receipts of at least $6.000: or 2. Had average annual net earnlnQs of at least $1,000: or I Contributed at least 33-1* Percent ofthe owner's or operator's average annual gross Income from aIi sources. 4 If the application of the above criteria creates an inequity or hardship in any given case, the Agency may approve the use of other criteria as determined appropriate. Citizenship 1 Immigration 'terms defined MI CFR 24.21.)12] Alien nor ✓ nvfuffypnesenrin rhe unircd States, TT.! phnw'dhen not lawfully prw.ent o, the Untied Stare-.• mr:ar,y an !lint whn i*. not "Irwiutiy Ar -4-1." mthe US. at defines w 8 CrR 103.i2 and ,ncludcs_ (,) An a(,en parr -tit rn the V.S. who has not hien #drnrtte 1 or paroled into the U.S. pur whose suant rnmr+r+unagrataan and Hatronahly AC( (g U.S.C. 11x1 of Sall. i and stay in the uA has not bm iuthorbed bythC UnIt ed States Alto mi, General; and. (Ir) An alien who k prcxqt m the US. after th, r■perat,on Of ts4 period of stay authored tem py the itnit((f States Attorney CnenMal or who atherwtsr vinl.tfr. the , and coni dont of .Wiocy,on, pilro4 or authonzatim to stay rn the us- Alwns: AI(rns arepeoptiewho have left (eneiRr,t=r.•d) a foreign COUMP ,To the ti'rrrted Stites. They have carne yl the same trerdnor, end foga! nghtS x U.s. CRli4 ns, but shay rtnrr ut r,Ae rn e;eCt!on$. Resident Albertsm A foreigner whn ra a p(�rfnanent reside nT of the country in which Mor -hp rrsul,.y but does not have r,rrrrnshrp_ To fah under thin rLV61flEdtron in the U.S., you nerd to wither WrrentIV havpa gfccn ca,d or have had ono ,n the Inst calendar year. Yrn, aF;o fall under the U.S. dxsiirr.tiren 0 resident alien N you haw titin fn the U.S. for 31 day; or mare durmg the ourrenr Vu iI along with having been m Circ U.S. for n least 183 days over a 1hfee yr.,rr per rod that lndudes the rurriwt year. Non -FtP-i -M Allm: A'norr(l.S. 01ueW who doesn't past the grim Card test or the suhc!,tntr.ri y,�-sencc Sect, A a non r,(ri Cri S3lf rentiy hit 1 jreart Card nr hr,+lad a green card in the parr ralt-ndar Year. he or She woukl Dk ;y the green Card test and would be Classirred as a resident alien_ fl the ndvidual hay r0Ided In the US for sl drys or Fri ;Pre in the currens yn►r and marded in the U5. for mo,v than 163 days over a thftT year pertod, including the current year, he Or slip would pris t• a substantial presehneIMt 4T Id be c4ss0*d n a rr•t,dent dhen. Nationale: Ameritrfi Natranak are Arivm of AnwPic dn terrrtarfaf pCsuKd;iom f hies hav4 ah the legal OrOrrfti0f y which cnaehs have, hof thLy du not haveth0 full PO L.0i rights of US rhirent Amordinp toS U 5 C $1448 rt is posribip to by,.$ V.5. natldnai wn"ut bring a a1 S. (-ften. A person white ooh, car nectPon to th@ ts.s Is rhrortgh birth In an otrtiving prr,S,•yyion (pi 2005 Is frm!ted So ArnefKdn SanrOa and Swains ItUndl• or th+augh descent from A IMN Ms 'c born aCQJ[re5 u flty N41 lOnabut not Il 4 ( nrzeml„p, This spay foRnertythe r� rn at her U.S. poSsav on% ' Guam 08"M 19501 (Citizenship =ranted by ao Act vt tangrass) KiLliv Rico Oil" 3y1IJ (C+taenshrp granted OY 4n ACi elf Congraessi U.S. VirR,n Klrnd-, (10 17 - 192 7) It ITVfwt<,rnp granted by arc Alt of Cnngrms) Nationals who are not i- rlilens cion ot vote of hold alerted Off rce. However, they may r—JU- nd work m the United Srates wrttsc t raatrKiions and apply for stsitfrnship under thr n,rne: rules as at her resident Aliens Not AN I.I.Q. nit ?end h are US. ottteft hGwrVer, Ali U 5 citizens ave U.S, nari*nak. inder,7, U S passpo!n nofrnaRy make nn dfstrnctian between the two, rAent'Ohing only the Warer's n8t:onalfty, not hrilhnr rR,ar•rr hep iJti?PIIC: I'_-r5drny born In the U.S. or to LJ.S otttuin In torergn cou ntrttes ire rijOens of tiro Unit@d States. Persan5 hQrrn m at her countries who want to i.■_'f vine UtUen5 rntiit apply fnf and p,1'f, r Utas ensh io teV. Th mo who become Cd UvM to Ihrs manner are naTrrr-00CF1 Carl eta S. ' Narwral RomCYtipems. A "natural born cliomI ts, J tx+son born in the terrisory of the IJ.S or to United States of Amrwra rR4a'n parents. Natrlrilired Cititem; A "`1?tllr1T1Z9d Cft en* is "nivunt• wlio was not tlom On us. and th�.y w,, net a crteen of the ra.intry ware+ they were Nowt, 6u[ Rave gone through the pmrwsc nr txrcrm,ng 4 crt¢tn. I Afffm that, to too best of my knowledge. ail personarty mcfuding 111 hazardous and environmentally Sensitive materl3is such as batterms, tires, pzlnts. solvents, Insecticides, fertilizers, uorescent lights, PtC., � 4err+ 1 wilt de campy fr the SubieCt parr.*I DNpre.. Siprrerr►a Fixed Pavrnenf Ciairn 1 do herCby afTlrm that 10 thR bchSt of my knowledge. displac", is e1:9ilh a for the submitted Faxed Nyment. based vn the displmUre s or ;tlWtCy Of the Pwfcel es a piaCe 4f economic ectvrty at" bn-,e of {nAratien of nra"dpw e'1 the. jrne Of the paafceis acqursrtIon 2-18-22 It,�ktxilron A Or Sgnasure Hale Page 2 of 2 RL 1020 FIXED PAYMENT FOR MOVING EXPENSES — NONRESIDENTIAL v.2019102 (Payment in -lieu of actual moving and related expenses and eligible reestablishment expenses) For Business In Operation Greater Than or Equal To Two Years Sole Proprietorships partnerships Limited Liability Corporations C Loroorations 5 Corporations Form 1040 or 1041 Form 1065 tSoie Proprietorship, Partnership or Corporate) Form 1120 or Form 1120-S with a Schedule C Schedule C or Form 1065 or Form 1124 or 1120-A Form 1120•A with form K-1 S.P. Dist Displacee Name: C.S. County Innovative Inc. Proj ID Parcel No. Parcel Owner KC & the Boys, LLC Year.... 2019 FilrM1040d, 1041WaWdSch C -Lrne 31, ar Farm L065 -I ov U 1. Net Income or Loss (as reported on applicable federal tax form)... ..................... 124,072.00 or Fern+ a lw. - irrrr r3 4n,rarm IUCIA1 un.a Form It 20 - l ire 13 2. Wages paid to Owner's Spouse and/or Dependents ................,.............. 0 Or Form 11205 oner8 IN - , Guaranteed Payments to Partners Guaranteed 3. (Applicable to Partnerships & LLC's reporting as Partnerships) .................................. 0 pnem,u6, rn• Iii I,riyr,mL,rr Wages paid to Owners/Officers of the Corporation ';'' 4. (Applicable to LLC's as Corporations, C -Corporations and 5 -Corporations) ................. 0 S. NET EARNINGS FOR THE YEAR (Total Lines 1-4y ......................................... 124,072.00 6. ............................................................ Enter the greater of Line 5 or $0: 124,072.00 (6.) 124,072.00 Year .... 2020 +am ,�,qn tu4s w/at,'d Sch i - Ly 31 OF Form 106S Line 22. OF Form 11205 - Lrne 21. 7. Net Income or Loss (as reported on applicable federal tax form) ........................ 144,334.00 Or rnrm tt7L+lA1- unr0 smm 1176- Lm► I L Or tc+►m W05 . un► 4 8. Wages paid to Owner's Spouse and/or Dependents ............................... 0 wJIAnctpeyrollRif=dr Guaranteed Payments to Partners Irm niM tin -so 9 (Applicable to Partnerships & LLC's reporting as Partnerships) ... d 0 4vo4owr Wages paid to Owners/Officers of the Corporation '�'t 120 , Un L' 4r Fume ]1.205 • lrnv 7 10. (Applicable to LLC's as Corporations, C•Corporations and S -Corporations) ................. 0 w 1'r oria Pw,ill Rntnrd� 11. NET EARNINGS FOR THE YEAR (Total Lines 7 — 10) ....................................... Ulf, on". , 12. ......... ................. .... — ............ ............. Enter the greater of Line 11 or $0: 144,334.00 (12.) 144,334.00 13. TOTAL LINES 6 & 12........................................................................................................ ................... 14. MULTIPLY LINE 13 X 50%.................................................................................................................. @ 50% 15. AVERAGE ANNUAL NET EARNINGS:......................................................... (Min. $1,000 -Max. $40,000): Prepared By: (Prrn[ Name andSfgnarure; Date In Lieu Worksheet Greater than or Equal to 2 yrs RL1047 A ■ 0- "PwU .r,. of ar. Tr .&,ry ��VmI 1�4 �- err, V.S. Income Tax Return for an S Corporation b- Do sof t1e this lam galeas as tvrperaNOv 0 i filed as is Attaching Form 2sm to 116C to be an 5torparateoa- ■ 00 m ►ranr.tra.gOVIFOrm11209 for I -if uctiOni and tha latest iNor mation. ror Cdlor, dar y6lr 2419 or �c A S eleaGrr effoive atf 08125/1997 $ Bus�llesR a([Iviti Cuda number {gee histr uctlonsl C Ctloa d SC L V-3 atmched r-- Nar»e Number, street, and room or suite nn- if a P.O, bm sae irStrumnr. 8245 WEST BEATRICE DR1VE Ch1+ a to%vn_state or "bice, country. and ZIP or foreiarl pow coca 2019 D Emyoyer idjoFICation number 41-1880726 17at6 ipggrpa*ed 08/01/1.997 Total abbots {see In-gructions) 8 !s the Irorpera>Sgp Woctin to be an S corporarlan 2 2 078. Q "Ming w" this WX yam' Yes M va If yW aft m Form 250 M pot akwdy filed H Chedr ff; {1) L rlml return (2) Ll Name Dur.g4 [a} L:: Address crrarrpg [4)L 4m:�dEd retrtn I f nter mt nul,rtler of g2rC^.OWars rrho urate Ste E�oldarS dUrUsa do (3) � S NOWOn tavmlral,an or f9 ominan y �t 0 tt* Mx yar J Chock if mr ration: t - d actNlSesfor secion 4 at -risk ur osss Gro aCL1nti@3 lar SllGtion 4d9 onus Caatian In+yarda ORI hide_�ess in Come and sd, gp linea 11 thrcti h 2t. See to a Inslructlan8lor mOro irs'a matlor•- 1 aT��tw °497,44 9. b C a., 9�bs.ee It,e ,b 8Mn l,ra U 1C 491,449. P oods mold (amen Form 1125-A) 2 19 6 2 3 0 0 9 ti' Sulstra I .....'... ".•,.... IIVN b --w- re 4 A u _ a hrk a from line Ir------------ Net gain (lass) from Fa•m 4797, line 17 (atta[h Fgrla 4 --- . 5 ........ 4rtrer inCOU (loss) (AMCh 512temeni) ............ ...... T!21 Illooms ase . Add lines 3 Thr 301,219. �• T Compensation aT amort (scr ensirs, - ara�r Farm 11 ] a ........ ....._ 5alaw and wages (less emp*merd audits) 9 ....... ,.•........... ............�.... Repays and nrai,N wca , E 10 .............. ................ ....... ...... •... ,........... Bad debts ........ ....., .........,... ..............._... 912_ 12 13 T&W3 and 2110[:n-05' . i .......... ......•.......!•..,,, ..., ..........•... ...• ..-.._ ..........Z`A... interest see ; [ nSVUCtio 3sj ' I7 20 D . 3 3 7 , 14 .1............ Depreciation not clumea on Form 1125-A1 or tdaaalrttarr gfl teltum [sdtadl i0rm 45152) .... , .,, 18 14 $ $ $ rz 15 .......... ........ Qeplkae (Do not deduct all and pas da�1�YgA_j . 18 _ Alt,aaf [�5inq ......4..•...'-...... ........ ......... .............. 116 t7 w_..................*....... --.:...... ....... PectS+On, profit sharing etc-. A�nS 10 9 591. 19 FmplpyCC DczuRt programs .................... ..... ......... *...... ............... ,... ......... ....--..... tY 1 745 . tg ......... ........" --... ..............,........... 7ner deduCtiuis (artarr, staternant) ,.....•.,..,......- BEAT 2 to 6.104. 93 830. 20 Total dedoctlma Ade Anes / Uavugh !9 ` ........................240 -- .................. I77 14 7 2t prams basioeaa incam Subtract Ina 2D frorn � 124 . 07 $ 22 a Exoess net pavwve Inmrne or LIFO IeMptura tax (mein wvOon S . 6 fax tarn SchWule 0 (Forret 1IM) ..................... e Add fines n and 2;tp 231 ......... ..-.............. .................... . .... ..,...,.......... 2D f 9 e8limatoQ tiJi paymaretE and 2478 plrerptgrment t" editetl to 101$ ..... 23a b Tax depositM wrlh Form 7004 2M C Credit W federal tax paid Dar f{,tdrr (afth Farm 4"6) 2dc d Res.rwd for luturs ase ......r.rr............. .................. Y3d p x e Add 8roaS 23a ttvwo 1 23d r 24 ................. ................. •..._.... rstlmatcu tax parratty (See inSruCdolls). Chetdr 11 f&M 2W is slbid ad 24 45 ........... , .. Amount owed- If Ilne 23e is MOW then the total of IiM 22c and 24, enter amount uwed 26 ... ..... Ovelpsyment. If fieri °fie Is prger ltrirr the lata! 011ines 22cand 24• er1t l amoum Dvfawaid 26 f 27 ............,,. . F,nttramountfrom lino2A-Crednedto9mmaeritdamd,.. ► at paper, I CcnKl. rMf Sign - Here Signature of officer r4+YV l yae Vapma'e rmrw ►.m."r� * 22QYPARK.AvEy8- R'�^1er^a'�^G r^^edar. enp eW7war� cry M ne Wet w nr krw,.aas are wn gyral+brava on.ri T+a+.anP� ut r+,rv, pgs,r bey e,y krv.rla�a. ",v r.,,,m, Date TiT"- �Ioa Sc1'2` g pale ni �]Y6aQMo v r'e raq.aetr. Jete PfIN �7R A. LHEN CPA 2 15/20 '"" r �— n P0062$257 ■ 41-1431613 T. =22, IST 56301 Phxwm LHA Fare v 320-251-7010 aParNOak 1lydnctlee Aa Ilotite, tee ae sr:te Instragoaea. e,+car It -v]. ,o Fwm y720 -SS 1� ,4120-S U.S. Income Tax Re#urn for an S Corporation ► a0 fiat fila this lam an lass the Carp oratlan hie filed pf fa stf:chln F "+o ss+5 orae 10, 90 to wrre.fra.p ovlForm 11206 for ft 10, end tae late t5inform Gt 5 tdrpQrtilan- n4nb l-n.vn.�a tie �a 2020 For adanaw YM 2WOOrtax yOU hN Irrnin A S a Vton Q1kc Iva date en>In. flarr� 08/25/1997 0 Employerideadlettlennumbor 6 a�r*umaa Mty number LNNDVATxVB s�v1co, INC. rr,� 9i-1880726 ( 3 89 a ; Number. agar[. and roam or voter M k a R G. � M Inmatlans. E DBto r13Capaated 824 5 WRArt+ nan+rts rn>a r.,�, .:., C CfWXk M Stn- M-31City Or iPwrr, state or prOvIOce� MOM and ZiP Ot ?ore an prsstal Coop U18/01/1997 attaCtied �' f Ttrgl asarrts (ale tfistluctitlrtsy G la the WrpOf1bon electlnp to to an 5 awporanen bog H C .ocJc if innrRp w#h 1h1s tax year? G Vas 1$ �' iE� No n •Yes; Uu ch roan 2553 d not alreaty Niel 1 j FIn11 retort. [2j [� Fume Change (3) '�' Aad: esa ckaanne j4} AmendeC return t FM'Mt number of shareFDltlC1s who rare Shar"asrs durbl a t Sekrta� ^erminam-n or rC4p dap., C p MY part et the tax yea: b.1 J hock A car�c atfofT: a A r aCtivdlaa fof seC[ivn 443 at-rr7rc gu. oases ip1 n Grouped i'Dv is for Sett.on 4691xissiva aavity pur�uses Ceatiam Inaude 01r trade 9r buen aaa rn Come &'f d r en ses on I=nn to throe n 21, Soo to a in*ucrlo 6 for marc informati0rr, 579j912. h C ar-L "Tao Wl* Me e w a rl it 579,912. z cost 01 goods sold (a=ch Farm 11z5 -A) 246, 112 . 3 :..,..... ..... prphr SutsR7er Iine p from One 1c -4-43 600- 4 . Net Oft (foss) Item Farm 4797, lia4 17 taltadt Fnrm 4797} ................ 3 Qtt,er Inremt (IaSS) (arced, ant ..... atatem j yompen5atipn al of fors {see instrs, att2eh Form 11M-Ej B 5atdrm and napes {less empdOYrent ciedits) ..... _ r 9 Repairs and mamararrc .............. ........ 1. 1t7 Fladdebts .............- ........ ...............- 9 71 . ....,.- ., .............. . Rears .......... ................�,....,,..-.. ., ...,................-.... a y 12 .........._.... - ----...... Taxasarrd I1CenSC9 .....-.........-........,,.. ,,......... ....._........................ ................. S 1t 13 1rderpsl {see InWWO11 } ...............-. ........ 14 .. i ooleciVion not dolmed on Pim 1 t25 -A Or eisaw.4K* or, rewjetwo rarm 456 18 14 » 15 Oeprenor, (Do not deduce all and gas depleli0n.) .............. ...... ... ...... ..... 78 Advartl�ng _......... 15 17 .. Pemden, afpCY,-sdrarinp, etc, pt7fiS 0 19 ...--....................,,.--... CmAlaYMDeW!arograms......»............. 10 ........... ....... ....... sta7Iffau} TataI degnbcns {AJU STATS ' ..... . 1 2a 91 ....... is Tool dr duatieez, AJr1 .fares T tapugn 19 ...-- _-- ......, n..n� ,>.. ----- --- -- ---- --- - - -00 ` 20 22 A FXM net pQWW)L mCam I or I IFa romp!ure tax (sea In prudlons) >♦ Tax ft Sphpaule a (FM 1126.5) .... n C Add r fnes 22a a: a 22u ........................ 232 2020 esCmateu ux paymefts and 2049 Mpaymerrt lsedw t0 202d h Tax depp9 ted wit Form 7004 Pa C CreM fCr Tederal tax pald on fulls (act 1 Furm 4136) d Rtse<rsd for tenure usa n Add liims 23a through Met 24 F strr2;ed tax penalty (aas instructions). Gitedr a rorm MO is amzhea ` Q 2$ Amadnt awed. 11 erre 23t a M W than '!1C t4a1 of lima 22C 700 24, anlaf ,mount -v*" ... ...................... 26 veryotrment. 0 4M 23e jr, rirge than the tow W liriai 22C and ?4, ewer amour, Over Pxld 27„ [mar amaun .from brw. 2t3: r,, -abed to MI Sgmjkd tax Rafseded k 5igr! �' Here 5tp kafm- of ptfim �rMra+ar+arr»eew Rcvse'e a:STEVE A. LREN CPA TSV] �A r r 1 y �.mr ` $BRQMRDV LTD. — --fo�� ■ 220 PABX AVE S Ova alp-_ meq w era euta•. L% enc m fir %&W d ey fnp�..�jy. ere -. e! GJ. pap" den �PRESIDENT rtle � ®YesCN LLA Far Papa"Polk Rodocl ie AC! NOSH. see separate inarraetipas. dstrot * 1ti3O s?3:e PTIN )4111121 1 00628257 41'•1431613 3a0-252-701.0 Form 1120-5 (2x726) Business Record Details* Minnesota Business Name Innovative Stucco, Inc. Business Type Business Corporation {Domestic} File Number 9T-426 Filing Date 07/28/1997 Renewal Due Date 12/31/2022 Number of Shares 250,000 Chief Executive Officer Duane Benkowski 113 W. Broadway St. Suite D Monticello, MN 55362 USA Filing History Filing History MN Statute 302A Home Jurisdiction Minnesota Status Active/ In Good Standing Registered Office Address 113 W. Broadway St. Suite D Monticello, MN 55362 USA Registered Agent(s) (Optional) Currently No Agent Principal Executive Office Address 113 W. Broadway St. Suite D Monticello, MN 55362 USA Select the item(s) you would like to order. Order SeieUt6d CW@S Filing Date Filing Effective Date 07/28/1997 Original Filing- Business Corporation (Domestic) FIXED PAYMENT FOR MOVING EXPENSES- NONRESIDENTIAL ;Payment in -lieu of actual moving and related expenses and eligible reestabGshmcnt expenses} For Business In Operation Greater Than or Equal To Two Years SntrPrn n rshi p + rsill Form 1040 Or 3041 Form 1061+ with a Scheduio S. P. C.S. Dist. _ County -M19102 Lirrit !FIY Co" rat iany C Cer orratanns, or nfruns {Sole Prop+retorship, Pit? nership of Corporarp] Form 1t2C ar Form 1120.5 Schedulr c or Forrn 1065 a Form 1120 or 1120-A Form 1120-A with Form Ir I displacee Nance: Innovative Stucco, Inc, Proj ID Parcel No. Parcel Owner KC & the Boys, LLC Year..._ 2439 strsc: VA.' ,r .•:dsr.,c- torr tObf • r M 1. Net Income 4f LOSS (as reported on applicable federal tax form).............. 124,072,00 rr"' •1rG-s•y ......... ..crK Sf�nr-rd.-1 f arw =1:4 • t.ry l i 2. Wages paid to Owner's Spouse and/or 0 Guaranteed Payments to Partners 3. (Applicable to Partne^ships & LLC's reporting as Partner;hi s) .............. �............... 0 t^r� Wages paid to Owners/Officers of the Corporation 4.tssa- (Appiiribie to LLC's as Corporations, C-Garparatians and 5-Corporetions) ................. 0 S. NET EARNINGS FOR THE YEAR (rvtal Lines 1-4) ......................................... 124,072.00 ............... .......................--..... Enter the greater of Line 5 or $0: 124,072.00 (6.� 124,072.00 Year.- 2020 �,"-5:rtr• +si ..c: c , -�,rt: ]• r -r- 1s.7t LpQ- 7. Net Income or Loss (as reported on applicable fed arai rax form). ...... ................ 144, 334.00 - wrrr'i?7L"t'i't 8. Wages paid to Owner's Spouse and/or Dependents ............... 0 •rte Guaranteed Payments to Partners 9. IApplicdble to Partnerships& Ll C's repo rins as?artnetshipsj............ Q � �t�i• ............. Wages paid to Owners/Officers of the Corporation +n.. U -M .-% _• 10.a rrable tv LX5 as Car ( RP paratlans, f. -Corporations and 5 -Corporations}..._...._,,,,,, U fy � a a ►�r�+ra,n,n 11. NET EARNINGS FOR THE YEAR (Total tlnes7-101.................................. 12. ........ ............................------•.............. Enter the greater of Line 11 or S0- 144,334.00 (12.) 144,334.00 13. TOTAL LINES 6 & 12 ..................... ............r.......................r.,r............r.............................r........_.......... G ui f • �� 14. MULTIPLY LIME 13 X 50% . .............................................. ............................................. r..................... @ 50% 15. AVERAGE ANNUAL NCT EARNINGS. r....... ................... ........ (Min. 51,000—Max. $40,000) Prepared By Date 0+7 oim WorWheet Grrarerrh, rf u _=gval 14 2 yrs 811047 Accounts Payable Transactions by Account CITY F �User: Debbie.Davidson effo Printed: 02/14/2022 - 3:1OPM Batch: 00201.02.2022 Account Number Vendor Description GL Date Check No Amount PO No 213-46301-421990 US BANK CORPORATE PMT SYS 48 Hour Print - The Pointer Outreach 02/15/2022 0 101.28 Vendor Subtotal for Dept:46301 101.28 213-46301-438200 CITY OF MONTICELLO 7256-004 - 130 Brdwy- Stormwtr 12/31/2021 0 19.25 213-46301-438200 CITY OF MONTICELLO 7256-007 - 103 Pine St- EDA 12/31/2021 0 37.97 213-46301-438200 CITY OF MONTICELLO 7256-008 - 112 River St. W EDA 12/31/2021 0 37.97 Vendor Subtotal for Dept:46301 95.19 213-46301-443990 US BANK CORPORATE PMT SYS Jimmy Johns - Sandwiches for Meetin 02/15/2022 0 119.29 213-46301-443990 US BANK CORPORATE PMT SYS Monti Chamber - January Lunch (JT) 02/15/2022 0 15.00 Vendor Subtotal for Dept:46301 134.29 Subtotal for Fund: 213 330.76 Report Total: 330.76 AP -Transactions by Account (02/14/2022 - 3:10 PM) Page 1 Vendor V 1.1 Date of Transaction CITY OF MONTICELLO City Hall Card Transaction Please attach the invoice/receipt and any other available documentation to this form. To be completed by purchaser: Amount $ Circle purchaser name: Deb Cole Tracy Ergen Vicki Leerhoff Rachel Leonard Sarah Rathlisberger Jennifer Schreiber Angela Schumann Jim Thares Beth Green Liz Lindrud ale Foster-_ Trevor Mack Hayden Stensgard Special Project # or Description Circle department code - 101 -41110 101-41310 101-41410 101-41520 101-41800 101-41910 101-41920 101-4940 �Z13-4650, - 213-45301 702-00000 Circle expense code: 421990 431950 431990 432200 433100 443300 443700 443990 Other City Council Administration City Clerk/Elections Finance Human Resources Planning and Zoning Data Processing City Hall Economic Development HRA Central IT General Operating Supplies Newsletter Services Miscellaneous Prof Services Postage Travel/Training Expense Dues Membership & Subscrip Licenses and Permits Misc, Other Expense P/11/22, 10:51 AM View Invoice 148HourPrint Supply chain disruptions and labor shortages are causing delays for some orders. Please allow for the possibility of an incremental 1-2 days when ordering. Thank you for your understanding. 8000 Haskell Ave., Van Nuys, CA 91406 48Ho CACI] Toll Free: 800-844-0599 Mon-Fri(7am-11 pm ET) Sat-5un(9am-8pm ET) Invoice for Order Bill to: Haley Foster Haley Foster Order Date: 01/28/2022 505 Walnut Street, Suite 1, Monticello, MN, ID 6740401 P.O.#: Email: haley.foster@ci,monticello.mn.us I Phone: (763) 271-3202 Product Details Delivery & Destination Quantity Price ITEM #13979237 Delivery 3 Day Transit Product: Stickers Discount Shape : Circle Shipping & Hand€ing Shipping Address Size : Z" x 2" Sales Tax $0 Haley Foster Material White Paper Sticker $101.28 SOS Walnut Street Coating : Gloss Suite 1 1000 $ 117.06 Printed Side : Front Only $0 Monticello, MN 55362 Shrink wrapping: None Phone: (763) 271-3202 Turnaround : 3 Business Days Shipping & Handling: $19.34 Payment Information Subtotal $117,06 Credit Card Payment Date: 01/28/2022 Discount -$35.12 Shipping & Hand€ing $19.34 Sales Tax $0 Order Total $101.28 Paid $101.28 Balance Due $0 All orders are subject to the Terms of Use on4BHourPrint.com. For details, please visit I irtp s rlwvvw 4hr>ourprunt winiter ms-ut-ase iaml hUPS://www.48hourprint.com/invoice/09022798?_ga=2.105133699.1271590300.1644598264-1701520761.1635256851 &_gac=1.117274100.1644598.. 111 Debbie Davidson From: Sent: To: Subject: Attachments: City of Monticello, MN 505 Walnut St, Ste 1 Monticello, MN 55362 763.271.3228 8AMto4:30PM Account Information Account: Name: Service Address: Service Period: Billing Date: Due Date: Meter Reading noreply@merchanttransact.com Friday, January 7, 2022 9:48 AM AP Your bill from City of Monticello, MN is ready. 1-1-22 DMV INSERT.pdf; 1-1-22 UB RATE INSERT.pdf; BACK OF BILL.pdf; 12-1-21 Winter Insert.pdf Previous Reading Serial Date Reading Current Charges Water: ACH CREDIT - AUTO PAY Water: EBILL CREDIT Stormwater: STORMWATER / NON-RESIDENTIAL Total Current Charges: Bill Summary Previous Balance: Payments Received: Adjustments: Current Charges: * Total Amount Due by: 2/1/2022 * This was the amount due at the time of billing. 007256-004 MONTICELLO EDA (213-46301) 130 BROADWAY E 12/1/2021 to 12/31/2021 (31 days) 1/5/2022 2/1/2022 Current Reading Date Reading Cons ($1.25) ($0.50) $21.00 $19.25 $19.25 $19.25 $0.00 $19.25 $19.25 To view your amount due at the current time and make a payment click here. Auto payment is setup for this customer account, do not pay. 1 Debbie Davidson From: Sent: To: Subject: Attachments: City of Monticello, MN 505 Walnut St, Ste 1 Monticello, MN 55362 763.271.3228 8AMto4:30PM Account Information Account: Name: Service Address: Service Period: Billing Date: Due Date: Meter Reading Serial Current Charges noreply@merchanttransact.com Friday, January 7, 2022 9:48 AM AP Your bill from City of Monticello, MN is ready. 1-1-22 DMV INSERT.pdf; 1-1-22 UB RATE INSERT.pdf; BACK OF BILL.pdf; 12-1-21 Winter Insert.pdf Previous Reading Date Reading Water: Water: CITY WATER - NON-TAXABLE Water: ACH CREDIT - AUTO PAY Water: EBILL CREDIT Water: WATER - STATE CONNECTION FEE Sewer: SEWER - COMMERCIAL Stormwater: STORMWATER / NON-RESIDENTIAL Total Current Charges: Bill Summary Previous Balance: Payments Received: Adjustments: Current Charges: * Total Amount Due by: 2/1/2022 * This was the amount due at the time of billing. 007256-007 MONTICELLO EDA (213-46301) 103 PINE ST 12/1/2021 to 12/31/2021 (31 days) 1/5/2022 2/1/2022 Current Reading Date Reading To view your amount due at the current time and make a payment click here. Auto payment is setup for this customer account, do not pay. 1 Cons $0.00 $7.81 ($1.25) ($0.50) $0.81 $10.10 $21.00 $37.97 $37.97 $37.97 $0.00 $37.97 $37.97 Debbie Davidson From: Sent: To: Subject: Attachments: City of Monticello, MN 505 Walnut St, Ste 1 Monticello, MN 55362 763.271.3228 8AMto4:30PM Account Information Account: Name: Service Address: Service Period: Billing Date: Due Date: Meter Reading noreply@merchanttransact.com Friday, January 7, 2022 9:48 AM AP Your bill from City of Monticello, MN is ready. 1-1-22 DMV INSERT.pdf; 1-1-22 UB RATE INSERT.pdf; BACK OF BILL.pdf; 12-1-21 Winter Insert.pdf Previous Reading Serial Date Reading 68621907 12/1/2021 43895 Current Charges Water: Water: CITY WATER - NON-TAXABLE Consumption Water: CITY WATER - NON-TAXABLE Water: ACH CREDIT - AUTO PAY Water: EBILL CREDIT Water: WATER - STATE CONNECTION FEE Sewer: SEWER - COMMERCIAL Consumption Sewer: SEWER - COMMERCIAL Stormwater: STORMWATER / NON-RESIDENTIAL Total Current Charges: Bill Summary Previous Balance: Payments Received: Adjustments: Current Charges: * Total Amount Due by: 2/1/2022 * This was the amount due at the time of billing. I 007256-008 MONTICELLO EDA (213-46301) 112 RIVER ST W 12/1/2021 to 12/31/2021 (31 days) 1/5/2022 2/1/2022 Current Reading Date Reading Cons 1/1/2022 43899 4 $0.00 $0.00 $7.81 ($1.25) ($0.50) $0.81 $0.00 $10.10 $21.00 $37.97 $37.97 $37.97 $0.00 $37.97 $37.97 To view your amount due at the current time and make a payment click here. Auto payment is setup for this customer account, do not pay. Vendor Date of Transaction CITY OF MONTICELLO City Hall Card Transaction Please attach the invoice/receipt and any other available documentation to this form. To be completed by purchaser: Amount $ Z -e 119, Circle purchaser name: Tracy Er en Vicki eerhoff Race e Sarah Rathlisberger Jennifer Schreiber Angela Schumann Jim Thares Beth Green Liz Lindrud Haley Foster Trev ack Employee Signature Supervisor Signature Date approved Special Project # or Description Circle department code: 101-41110 101-41310 101-41410 101-41520 101-41800 101-41910 101-41920 101-41940 213-46500 213-46301 702-00000 Circle expense code: 421990 431950 431990 432200 433100 443300 443700 443990 Other City Council Administration City Cleric/Elections Finance Human Resources Planning and Zoning Data Processing City Hall Economic Development HRA Central IT General Operating Supplies Newsletter Services Miscellaneous Prof Services Postage Travel/Training Expense Dues Membership & Subscrip Licenses and Permits Misc, Other Expense I DELAY :E -- heady 41:00 Phi -- --ONLINE ORDER--- ;immv Johns #970 117 S Cedar St Suite 140 -63-314-0852 1-12-2022 Chk# 4 Open 10:14 AM nline Order # 6996714177003522 mill I -- heady k 1:00 Phi -- 44 Turkey Tom 7.55 JNWICH ANGELA -> 8.72 <- 49 Italian Club - - _ -8.5a RAYGEN -) 9.73 <- 412 Beach Club _ 8.55 cucumbers onion HAYLEY -) 9.79 <- 42 Big John 7.55 '10 mavo JANES -> 8.72 <- #2 Sig John 15.10 ROAST BEEF _) -16.83 <- 44 _44 Turkey Tom 37,75 7URKEY11111!! -) 41.15 <- 46 The Veggie _ - -7 55 IEGGIE -) 8.73 (-- Subtotal 92.60 Dei Fee 4.UO 'jaies Tax (7.375%) 7.13 fatal $100.-3 *** PAID *** Tei i� iered 103.73 ir,ki Leerl-ioff 'A i nit St Iai i -11'te 1 182-- 1715 lease lake Buie mark the sandwiches!!! ±!!! ,ank you Froiit door, front desk. DELIVERY �k�k�ak�k��k�ksk��k�k3k�k I -- �e8dy Rt 1:00 PM -- 'low Hiring at 'J mmy johns . com! -OU are :�eeKir1g employment with an ncieoendentiv owned & operated franchise the Jimmv john's franchise system. -sok uo your freaky Fast Rewards 1: iimmv1ohns.com. 'hecK No: 4 Reg# :33 Web Delivery Tans Time: 1/12/2022 10:14 AM cans Type: Sale ,cot No: Visa XX.3413 uth Code: Online Order # 6996714177003 22 ire Auth: $ 103.73 `p1 ti 1 3ratuity: `1;15.56 ,ignature: agree to pay the above total accoraing to card issuer agreement �* Gustomer Copy * From: Jim Thares To: Julie Cheney Subject: RE: Jimmy Johns $119.29 Date: Friday, January 14, 2022 2:15:21 PM Attachments: imaae001.a_na Hi Julie, please code to: 213-46301-443990 From: Julie Cheney <Julie.Cheney@ci.monticello.mn.us> Sent: Friday, January 14, 2022 1:17 PM To: Jim Thares <Jim.Thares@ci.monticello.mn.us> Subject: Jimmy Johns $119.29 Hi Jim Please see the attached credit card receipt for an order at Jimmy John's. Please provide coding. Thanks, Julie Cheney Finance Assistant City of Monticello 763-271-3205 Jul ie.Chenev@ci.monticello AP@ci.monticello.mn.us CITY OF Monticello Email correspondence to and from the City of Monticello government offices is subject to the Minnesota Government Data Practices Act and may be disclosed to third parties. Date of Transaction CITY OF MONTICELLO Ghost Card Transaction Please attach the invoice/ receipt and any other available documentation to this form. To be completed by purchaser: e Amount $ " Circle purchaser name; Debbie Davidson Julie Cheney Expense Code o2 13 `kp30y. X31 -v Monticello Chamber of Commerce and Industry 205 Pine Street PO Box 192 Monticello, MN 55362 (763) 295-2700 1 fax: (763) 295-2705 info@monticel)occi.com Monticello City of Accounts Payable 505 Walnut Street Suite #1 Monticello, MN 55362 Description Chamber Lunch, Member (Jim Thares) Invoice Invoice Date: 1/2712022 Invoice dumber: 7778 Account ID: Terms Due Date Net 15 2/11/2022 Quantity Rate Amount 1 $15.00 $15.00 Subtotal: $15-00 Tax: $0.00 Total: $15.00 Payment/Credit Applied: $0.00 Balance: $15.00 Julie Cheney From: Jim Thares Sent: Tuesday, February 1, 2022 12:49 PM To: Julie Cheney Subject: RE: Invoice from Monticello Chamber of Commerce and Industry Hi Julie. Yes, this is okay to pay. From: Julie Cheney <Julie.Cheney@ci.monticello.mn.us> Sent: Tuesday, February 1, 2022 9:26 AM To: Jim Thares<Jim.Thares@ci.monticello.mn.us> Subject: FW: Invoice from Monticello Chamber of Commerce and Industry Hi Jim Please see the attached invoice from the Monticello Chamber for the January lunch you attended. Okay to pay $15.00? Thanks Julie From: Marcy Anderson <marcy@montieellocci.com> Sent: Thursday, January 27, 2022 11:32 AM To: AP <AP ci.monticello.mn.us> Subject: Invoice from Monticello Chamber of Commerce and Industry Dear Jim Your invoice for the January luncheon is attached. Thank you for supporting our Chamber. Please remit payment at your earliest convenience. You will find a link at the bottom of this email to pay bills online. Thank you for your continued support. Sincerely, Monticello Chamber of Commerce and Industry (763) 295-2700 To view/pay bills online, please click here This email was sent on behalf of Monticello Chamber of Commerce and industry 205 Pine Street Monticello, MM 5536270 unsubscribe click here. If you have questions or comments concerning this email or services in general, please contact us by email at info0monticellocci.corn. Julie Cheney From: Auto -Receipt <noreply@mail.authorize.net> Sent: Thursday, February 3, 2022 2:08 PM To: AP Subject: Transaction Receipt from Monticello Chamber of Commerce & Industry for $15.00 (USD) _.m. Description: Payment for Invoice #7778 (Monticello City of) : Chamber Lunch, Member (Jim Thares) $15.00(Class: j Invoice Number 8764492 Billing Information Julie Cheney Monticello City of S05 Walnut Street Suite 1 Monticello, MN 55362 us ap@ci.monticello.mn.us 763-271-3205 Shipping Information Monticello Chamber of Commerce & Industry Monticello, MN 55362 US marcy@monticellocci.com 1 Total: $15.00 (USD) Date/Time: 3 -Feb -2022 12:07:57 PST Transaction ID: 63518770581 Payment Method: Visa xxxx8769 Transaction Type: Purchase Auth Code: 054234 Monticello Chamber of Commerce & Industry Monticello, MN 55362 US marcy@monticellocci.com 1 Total: $15.00 (USD) Julie Cheney From: info@rnonticeIIocci.com Sent: Thursday, February 3, 2022 2:08 PM Subject: Online Payment Confirmation Your online payment request has been received by Monticello Chamber of Commerce and Industry. Payment Confirmation Name: Julie Cheney Company: Monticello City of Transaction Number: 63518770581 Last 4 of Acct Number: 8769 Amount: $15.00 Description Item(s) Quantity Total Amount Payment for Invoice ##7778 (Monticello Chamber Lunch. Member (Jim Thares) $15 00 City of) 595.00(Class: ) Grand Total: $15.00 This Email was automatically generated. For questions or feedback, please contact us at: Monticello Chamber of Commerce and Industry 205 Pine Street PO Box 192 Monticello, MN 55362 (763) 295-2700 info@monticellocci.com http://www.monticellocci,com Accounts Payable Transactions by Account CITY F User: Debbie.Davidson Printed: 03/01/2022 - 11:41AM 3tjMSo!nti e ffo Batch: 00215.02.2022 Account Number Vendor Description GL Date Check No Amount PO No 213-46301-438100 XCEL ENERGY 51-13295413-8 - 103 Pine St 02/28/2022 0 47.12 Vendor Subtotal for Dept:46301 47.12 Subtotal for Fund: 213 47.12 Report Total: 47.12 AP -Transactions by Account (03/01/2022 - 11:41 AM) Page 1 �Xce1 Energy RESPONSIBLE BY NATNRE12 QUESTIONS ABOUT YOUR BILL? See our website: xcelenergy.com Email us at: Customerservice@xcelenergy.com Please Call: 1-800-481-4700 Hearing Impaired: 1-800-895-4949 Fax: 1-800-311-0050 Or write us at: XCEL ENERGY PO BOX 8 6 EAU CLAIRE WI 54702-0008 NORTHERN STATES POWER COMPANY Page 1 of 6 MAILING ADDRESS ACCOUNT NUMBER r r CITY MONTICELLO ECONOMIC DEV AUTH 505 WALNUT ST STE 1 MONTICELLO MN 55362-8831 51-0013295413-8 02/07/2022 STATEMENT NUMBER STATEMENT DATE 763047767 01/10/2022 $130.21 ACCOUNT BALANCE (Balance de su cuenta) Previous Balance As of 12/02 $111.06 Payment Received Auto Pay 01/06 -$111.06 CR Balance Forward $0.00 Current Charges $130.21 Amount Due (Cantidad a pagar) $130.21 PREMISES SUMMARY PREMISES NUMBER PREMISES IDENTIFIER PREMISES DESCRIPTOR CURRENT BILL 302923602 103 PINE ST $47.12 303409149 112 W RIVER ST $83.09 Total INFORMATION ABOUT YOUR BILL Interim electric rates became effective Jan. 1, 2022. Seethe enclosed bill insertfor details. Thankyouforyourpayment. RETURN BOTTOM PORTION WITH YOUR PAYMENT • PLEASE 00 NOT USE STAPLES,TAPE OR PAPER CLIPS M N O $130.21 f . XcelEnergy ACCOUNT NUMBER DUE DATE r r r r r 51-0013295413-8 02/07/2022 $130.21 Automated Bank Payment Your bill is paid through a In automated bank payment plan. 1 23 4 5 6 n 8 9 10 11 12 13 14 15 16 17 18 19 ------ manifest line --------- 20 21 22 23 24 25 26 I..I�III"'I''�I'IIIIIII�II�I'II��III�I��II�III�I�I'IIIIII'III' 27 28 CITY MONTICELLO ECONOMIC DEV AUTH 505 WALNUT ST STE 1 MONTICELLO MN 55362-8831 I..I�III"�'I'�'�I'IIIIIII�II�I'II�'lll�l"II�III'I�I'I�IIII'I��' XCEL ENERGY P.O. BOX 9477 MPLS MN 55484-9477 32 51020722 00132954138 0000001302100000013021 Xcel Energy M1111111111110 MAILING ADDRESS ACCOUNT NUMBER 1111:11 CITY MONTICELLO ECONOMIC DEV AUTH 505 WALNUT ST STE 1 MONTICELLO MN 55362-8831 51-0013295413-8 02/07/2022 STATEMENT NUMBER STATEMENT DATE Demand Actual 763047767 01/10/2022 $130.21 SERVICE ADDRESS: 103 PINE ST MONTICELLO, MN 55362-8564 NEXT READ DATE: 02/07/22 ELECTRICITY SERVICE DETAILS PREMISES NUMBER: 302923602 INVOICE NUMBER: 0943386646 METER READING RATE: Sm Gen Svc (Metered) METER 3632365 - Multiplier x 40 Read Dates: 12/02/21 - 01/05/22(34 Days) DESCRIPTION CURRENT READING MEASURED BILLED PREVIOUS READING USAGE USAGE Total Energy 21436 Actual 21432 Actual 4 160 kWh Demand Actual 0.4 kW Billable Demand 0 kW ELECTRICITY CHARGES RATE: Sm Gen Svc (Metered) DESCRIPTION USAGE UNITS RATE CHARGE Basic Service Chg $10.00 Energy Charge Winter 160 kWh $0.077570 $12.41 Fuel Cost Charge 160 kWh $0.026938 $4.31 Sales True Up 160 kWh $0.008510 $1.36 Affordability Chrg $1.27 Resource Adjustment $2.40 Interim Rate Adj $0.45 Subtotal $32.20 City Fees $5.50 Total $37.70 OTHER RECURRING CHARGES DETAILS INVOICE NUMBER: 943386622 ADDRESS: 103 PINE ST MONTICELLO, MN 55362-8564 UNIT DESCRIPTION USAGE UNITS CHARGE QTY CHARGE Install Number 157123 12/02/21 to 01/04/22 100 WATT HIPS AREA CO OWN TO SMALL POWER PRODUCERS AND D CENER T RS Federal and state laws require Xcel Energy and other utilities to buy all electric energy that qualified small power producers and cogenerators offer for sale- Qualifiad facilities may be interconnected with our system for #his purpose, However, in Minrne5ota Xcel Energy i5 not required to make p urchases f rorn qualified facilities which are larger than 5 megawatts - Smell power producers generate electricity using a renewable resource or waste product asfuel: garbage, peat, woad byproducts, wind, ,mater or sun. Cogenerators produce sequentially both electricity and useful heat energy. These facilities may use a non-renewable fuel, such as oil, natural gas or coal. An example is a paper mill that makes steam for electrical generation and, secondarily, for paper production. The Minnesota Public Utilities Comrni5sion regulates the purchase price and service interconnection requirements between qualifying facilities and utilities- The Camrniss ion also resalves disputes that might arise. Customers who are interested in paralIelgene ratian options may obtain 3LceI Energy's interconnection guidelines mate rialsfar information on interconnection requirements. Vinik melenergy comlHowTolntercanneetto find information about all interconnections. Far specific on-site solar and other distributed generatlnn Interconnection application datails, email SolurProgramMNxcelenergY,com, For communiky solar garden informadon,emaiISRGMN@xc*lonorgy.com. To find out more about qualifying faeilitias and raquivernants for interconnection, please call 800,895-4999 (for residential eu5tamers) or 800-461.4700 (for all other customers), a Xcel Energy OTHER RECURRING CHARGES DETAILS Page 3 of 6 MAILING ADDRESS ACCOUNT NUMBER 11 1 ' CITY MONTICELLO ECONOMIC DEV AUTH 505 WALNUT ST STE 1 MONTICELLO MN 55362-8831 51-0013295413-8;$130.21 2/07/2022 STATEMENT NUMBER STATEMENT DATE DESCRIPTION 763047767 01/10/2022 59 kWh $7.41 1 $7.41 INVOICE NUMBER: 943386622 ADDRESS: 103 PINE ST Electricity kWh MONTICELLO, MN 55362-8564 Electricity Cost UNIT DESCRIPTION USAGE UNITS CHARGE QTY CHARGE Auto Protective Lgt 59 kWh $7.41 1 $7.41 Fuel Cost Charge $1.23 Resource Adjustment $0.66 Interim Rate Adj $0.12 Total $9.42 Premises Total $47.12 DAILY AVERAGES Last Year Temperature 21°F Electricity kWh 4.7 Electricity Cost $1.02 INFORMATION ABOUT YOUR BILL This month's Resource Adjustment includes an increase in the Transmission Cost Recovery Adjustment (TCR), which recovers the costs of transmission and distribution investments, including delivery of renewable energy sources to customers. The TCR portion of the Resource Adjustment is $0.003614 per kWh for Residential Customers; $0.003191 per kWh for Commercial (Non -Demand) customers; and $0.984 per kW for Demand billed customers. For an average non -demand customer, 68% of your bill refers to power plant costs, 15% to high voltage line costs, and 17% to the cost of local wires connected to your business. For an average demand -billed customer, 78% of your total bill refers to power plant costs, 14% to high voltage lines, and 8% to the cost of local wires connected to your business. 11TILIT1 YORK � HEAD SAFETY IS A POWERFUL RESPONSIBILITY. When millions of people rely on you for their energy, you w hold a lot of power in your hands. Including the power to protect, That's why we trust a team of nearly 3,000 utility professionals to deliver energy right to your door, safely. oi,3 Forwsysyou care stay safe, visit xceferrlefigy-con+/Safely, Xcel Energy DAILY AVERAGES Last Year Temperature 21°F Electricity kWh 3.5 Electricity Cost $2.33 Page 4 of 6 MAILING ADDRESS ACCOUNT NUMBER i i CITY MONTICELLO ECONOMIC DEV AUTH 505 WALNUT ST STE 1 MONTICELLO MN 55362-8831 51-0013295413-8 STATEMENT NUMBER STATEMENT DATE 763047767 01/10/2022 02/07/2022 Total Energy $130.21 SERVICE ADDRESS: 112 W RIVER ST MONTICELLO, MN 55362-8766 NEXT READ DATE: 02/07/22 ELECTRICITY SERVICE DETAILS PREMISES NUMBER: 303409149 INVOICE NUMBER: 0943388138 METER READING USAGE UNITS METER 15062258 Bead Dates: 12/02/21 - 01/05/22 (34 Days) DESCRIPTION CURRENT READING PREVIOUS READING USAGE Total Energy 69502 Actual 69386 Actual 116 kWh Demand Actual 0.63 kW Billable Demand 1 kW ELECTRICITY CHARGES RATE: General Service DESCRIPTION USAGE UNITS RATE CHARGE Basic Service Chg $25.64 Energy Charge 116 kWh $0.034070 $3.95 Fuel Cost Charge 116 kWh $0.026034 $3.02 Sales True Up 116 kWh $0.008780 $1.02 Demand Charge Winter 1 kW $10.490000 $10.49 Affordability Chrg $3.60 Resource Adjustment $3.57 Interim Rate Adj $0.80 Subtotal $52.09 City Fees $31.00 Total $83.09 Premises Total $83.09 INFORMATION ABOUT YOUR BILL This month's Resource Adjustment includes an increase in the Transmission Cost VN Recovery Adjustment (TCR), which recovers the costs of transmission and distribution CM investments, including delivery of renewable energy sources to customers. The TCR portion of the Resource Adjustment is $0.003614 per kWh for Residential Customers; $0.003191 per kWh for Commercial (Non -Demand) customers; and $0.984 per kW for Demand billed customers. For an average non -demand customer, 68% of your bill refers to power plant costs, 15% to high voltage line costs, and 17% to the cost of local wires connected to your business. For an average demand -billed customer, 78% of your total bill refers to power plant costs, 14% to high voltage lines, and 8% to the cost of local wires connected to your business. j& XcelEnergy COOL YOUR REFRIGERATION COSTS M M N W N O Upgrading to energy-efficient refrigeration equipment and systems can save energy and lower Operating costs_ We have rebates available on qualifying display cases, doors, defrost controls for walk-in coolers and more. 0 N To get started, go to xcelenergy.com/Refrigeration to complete the digital application for a free, onsite refrigeration assessment, The assessrnentwilI help identify energy-saving opportunities at your facility. For more information call an energy specialist at 855-839-8562 or email us at Erser+gyEffiaiency@ xcelenergy.eom, M koveneNY cam 110 2022 Xcel Energy Inc. I Xcel Energy is rggswre0 trademark of koei Enor9Y Inc 101220N,I IIS EDA: 03/09/22 5. Consideration of Duffy Development's Update in connection with MHFA Low Income Housing Tax Credit Application for a 59 -unit Affordable Housing Development and desired TIF Assistance (JT) A. REFERENCE AND BACKGROUND: Duffy Development, Minnetonka, MN, informed City staff that it did not get awarded tax credit funding for its proposed development of a 53 -unit apartment building and three (3) duplex structures (4 -bedrooms). Duffy Development came before the EDA in 2020 and again 2021 to seek EDA and City Council support for its Section 42 (Federal) Low Income Housing Tax Credit (LIHTC) funding application for the proposal. The LIHTC program would have been the major source of funding for the $15,250,000 proposal. The EDA and City Council were asked to consider further supporting the proposal through tax increment financing (TIF) assistance. Ultimately, both the EDA and the City Council did authorize support of Duffy Development's proposal as a preliminary approval step. If Duffy had been approved for the LIHTC funding, they would have had to come before the EDA and the City Council to go through the formal TIF review and authorization steps. Duffy Development is asking the EDA (and ultimately the City Council), if they are willing to support its resubmittal of the same (no changes) LIHTC Application to MHFA in late March 2022. Duffy Development staff have indicated that they are not making any changes to the application because, they believe it is a quality proposal. They acknowledge that the LIHTC program is very competitive and their now enough funding to award all applications with funding. As you may recall, LIHTC funding awards require a developer to enter into a long-term contract with Minnesota Housing Finance Agency (MHFA) to provide units at a set rental rate and also use household income criteria in determining occupancy eligibility. All (100 %) of the units in the new development would be rented to households with qualifying income levels. Duffy was also seeking is seeking pooled TIF dollars and/or City fee waivers to fill a funding gap of approximately $500,000. Although not initially preferred by the developer, another option for project financing would be the creation of a new affordable housing tax increment financing district. The proposed development site is at the far west end of the Riverwood Bank parcel on 7th Street West. Duffy has entered into a purchase agreement with Riverwood Bank for a 4.18 - acre site. The site is located just east of Elm Street and adjacent to 1-94 which is on the south property line of the parcel. The 2020 Housing Study (completed in September 2020) identified a local demand range of 145 to 181 affordable units over the next 5 years. The most recent qualified affordable housing development was the 47 -unit Rivertown Residential Suites. The EDA approved a TIF District for the project in July 2018. Under the TIF Development Contract, 10 units in this building are required to be rented to households at 50 percent of the area (Wright County) EDA: 03/09/22 median income (ami). The EDA also recently (February 23, 2022) approved two new affordable housing TIF Districts (#1-42 and #1-43) related to the Headwaters Development proposal. The total number of affordable units to be constructed in those two projects is 68. This would mean that there is a remaining unmet need for about 77 to 87 affordable units in the City. Each of the most recent multi -family development projects approved in Monticello have been full market rate projects, without affordable components. These include Twin Pines, Monticello Lakes and Deephaven. Further supporting the demand for affordable housing were specific findings within the 2020 Housing Study: Page 32: • "Rental stress in Monticello exists almost entirely within low-income City households." • "There are significant gaps at both the top and bottom of the rental housing market, with an undersupply of ... affordable units with rents below $800 monthly." Page 33: • " ... Renters who are cost burdened are much more likely to be severely cost burdened (spending more than 50% income toward rental costs). Of those experiencing cost burdened, 73% are severely cost burdened. This rate is significantly higher than in regional peer communities." • "This also indicates a lack of appropriately priced units for the lowest income households already living in the community and indicates opportunity to better serve low-income households through income -restricted and subsidized units that ensure affordability levels not currently provided within the market." Page 35: • "In Monticello, this would be a goal to add 265 units of rental housing affordable to the lowest income earners in the community." Excerpts from the 2020 Housing Study on the rental market demand are included for more detailed review. Staff is asking the EDA to consider the update and its request for further conceptual support for additional potential use of TIF assistance should it receive LIHTC funding. If the EDA does not support Duffy Development re -applying for the LIHTC, it should be explicit in its reasoning at this time. Al. STAFF IMPACT: There is a limited staff impact in considering the further support for Duffy Development's LIHTC application and what is essentially a pre -application for TIF assistance. The discussion and preparation of the staff report for this consideration is part of in-house staff duties. P) EDA: 03/09/22 A2. BUDGET IMPACT: This is essentially a second cursory TIF pre -application review by the EDA. There is a very modest budget impact (normal duty staff time) due to the consideration of the TIF pre -application for EDA direction on further support for Duffy Development's affordable housing funding submittal to MHFA. B. ALTERNATIVE ACTIONS: 1. Motion of support for Duffy Development related to resubmittal of its LIHTC funding application to MHFA. 2. Motion as determined by the EDA. C. STAFF RECOMMENDATION: Staff supports the Duffy Development affordable housing proposal and continued review of TIF assistance for the project. Staff would note that the adopted 2020 Housing Study includes a goal of providing needed affordable housing in the City. Monticello's adopted 2040 Community Vision is to create a friendly and safe community which is inclusive and fosters a sense of belonging. The city has adopted a strategy for housing which includes retaining and developing a range of housing choice and opportunity. As residents move through their career paths and family status, their housing needs change. As an actively developing community, Monticello seeks to provide opportunities for a full range of "life cycle" housing options allowing them to stay and grow with our community. Duffy Development has informed staff, that if the EDA and City Council are supportive of the LIHTC funding application again, it will submit the same document packet by the late March 2022 deadline. If Duffy is successful in obtaining the LIHTC funding, they will continue with the TIF consideration steps with the EDA in late 2022 or early 2023. D. SUPPORTING DATA: a. TIF Pre -Application Submittal b. Development Concept Plans - 59 -unit Affordable Housing c. 2020 Housing Study Excerpts 3 CITY OF MONTICELLO ECONOMIC DEVELOPMENT AUTHORITY TAX INCREMENT FINANCING (TIF) APPLICATION BUSINESS SUBSIDY APPLICATION BUSINESS ASSISTANCE FINANCING Legal name of applicant: Duffy Development Company, Inc. Address: 12708 Wayzata Blvd., Suite 400, Minnetonka, MN 55305 952-544-6769 Telephone number: Jeff Von Feldt Name of contact person: REQUESTED INFORMATION Addendum shall be attached hereto addressing in detail the following: 1. A map showing the exact boundaries of proposed development. 2. Give a general description of the project including size and location of building(s); business type or use; traffic information including parking, projected vehicle counts and traffic flow; timing of the project; estimated market value following completion. 3. The existing Comprehensive Guide Plan Land Use designation and zoning of the property. Include a statement as to how the proposed development will conform to the land use designation and how the property will be zoned. 4. A statement identifying how the increment assistance will be used and why it is necessary to undertake the project. A statement identifying the public benefits of the proposal including estimated increase in property valuation, new jobs to be created, hourly wages and other community assets. 6. A written description of the developer's business, principals, history and past projects I understand that the application fee will be used for EDA staff and consultant costs and may be partially refundable if the request for assistance is withdrawn. Refunds will be made at the discretion of the EDA Board and be based on the costs incurred by the EDA prior to withdraw of the request for assistance. If the initial application fee is insufficient, I will be responsible for additional deposits. 6414=0401-940 Applicant's signature: Date: May 7, 2021 CITY OF MONTICELLO ECONOMIC DEVELOPMENT AUTHORITY Application for Tax Increment Financing (TIF) Assistance GENERAL INFORMATION: Business Name: Duffy Development Company, Inc. Date: May 7, 2021 Address: 12708 Wayzata Blvd., Suite 400, Minnetonka, MN 55305 Type (Partnership, etc.): Corporation Jeff Von Feldt 952-544-6769 Authorized Representative: Phone: Description of Business: Real estate developer of affordable/workforce rental housing Legal Counsel: Faegre Drinker Biddle & Reath Address: 2200 Wells Fargo Center, 90 S 7'St., Mpls FINANCIAL BACKGROUND: No 1. Have you ever filed for bankruptcy? No 2. Have you ever defaulted on any loan commitment? Yes 3. Have you applied for conventional financing for the project? 612-766-7000 Phone: 4. List financial references: Bridgewater Bank, Adam Benjamin, 4450 Excelsior Blvd., St. Louis Park, MN 55416 a. b. Platinum Bank, 605 N. HYW 169, Plymouth, MN 55441 Minnesota Housing Finance Agency, 400 Wabasha, Suite 400, St. Paul, MN 55102 C. 2 5. Have you ever used Business Assistance Financing before? If yes, what, where and when? PROJECT INFORMATION: 1. Location of Proposed Project: 2. Amount of Business Assistance requested? 3. Need for Business Assistance: 4. Present ownership of site: 5. Number of permanent jobs created as a result of project? 6. Estimated annual sales: Present: Future: 7. Market value of project following completion: 8. Anticipated start date: FINANCIAL INFORMATION: 1. Estimated project related costs: a. Land acquisition b. Site development c. Building cost d. Equipment e. Architectural/engineering fee f. Legal fees g. Off-site development costs 3 Completion Date: 2. Source of financing: a. Private financing institution b. Tax increment funds c. Other public funds d. Developer equity PLEASE INCLUDE: 1. Preliminary financial commitment from bank. 2. Plans and drawing of project. 3. Background material of company. 4. Pro Forma analysis. 5. Financial statements. 6. Statement of property ownership or control. 7. Payment of application fee of $10,000 L J 1 L ■ 1 Ir F- L L J 1 I jr RP6� !F no% -mr Norm r -1 ' A F r- -- - - - - - - - - - - - - - - - - - - - - - -- L - - - - - - - - - - - - - - - - - - - - - -- L----- r --J SLAB ON GRADE _ ABOVE THIS AREA t L 0 Y SCALE No. Sit: -------------- -------------- ----- , ___— _— __— _— f----• , N- ____ —_— _— ___ - T. n , , -_ cdr L 1 UNIT D �, ------ ------------- 3 B D ------------ L =117 UNIT "C" Ej-Ej E- ------------- n = = oQ no , 7C7 O ---- I ' 71 a ° r ' s s ' ❑ ' , o , ---- Q Q Q I � , -------------- -- IT „A'-- - --' I, , 2 B D I � ._._, �C�II UNIT "ID cA - -�� --------------- 3BD Io' - ------------ ------------- „ -----' ;.,„ „ ,----- 2011-011 UNIT "C" V� 3 BD LA E -j E_j 1— rfl�� OVERALL FIRST FLOOR ALAN SCALE: 1'-0" = 3/32" 2-1,624 S.F. ------------ - , I , ' ]h NIT "A" M„- UNIT MIX: STYLE SQUARE FOOTAGE BEDROOMS FIRST SECOND THIRD TOTAL MIX % 2 BED UNIT "A" 1,063 S.F. 2 BATH _ ✓ 5 5 16 UNIT "Al" 1,186 S.F. 2 BED 2 BATH – 1 1 2 2 BED 2 BATH 2 BED 25 TOTAL UNIT "B" 1,103 S.F. 2 BATH 1 2 2 5 2 BED UNIT "BI" 1,299 S.F. 2 BATH I 1 2 BED UNIT "H" 1,626 S.F. 2 BATH – I – I + DEN BED UNIT "C" 1,443 S.F. 2 4 4 4 12 3 BED 2 BATH 3 BED 19 TOTAL UNIT "D" 1342 S.F. 2 BATH 3 4 – -1 UNIT "E" 740 S.F. I BED I BATH 2 2 2 6 ED UNIT "F" 694 S.F. II BBA I 1 11 BBE�D 9 TOTAL I BED UNIT "G" 926 S.F. I BATH I – 1 2 5% TO BE TYPE "A" AND REMAINDER TO BE TYPE "B" 18 Iq I6 53 100% GARAGE: 21,610 S.F. FIRST FLOOR: 2-,624 S.F. SECOND FLOOR: 27,436 S.F. THIRD FLOOR: 22,028 S.F. TOTAL S.F. = 98,698 S.F. 00- LOBBY 'II STOR: ELEV. MOVING CORRIDOR TWO STORY LOBBY II' -2" IIII IIII IIII_ _ J • ,Q STOR. MAIL OFFICE MECH./ o ELECT°/ - STOR.? �Z , O = \' o -> CID ` O Y= C� o� \ y 0 -fi � 11 _ In \mr, P O 0 a - O O N W J Ll N I n 0 LJ O J d IIIIIIIIIII�. No. S V O ��: w •ails _ ✓ 00 -= = MECH./ o ELECT°/ - STOR.? �Z , O = \' o -> CID ` O Y= C� o� \ y 0 -fi � 11 _ In \mr, P O 0 a - O O N W J Ll N I n 0 LJ O J d IIIIIIIIIII�. No. S ' r -- ____ h — ____. _ _ �G- I I� i i- _- I I :a f ------------- h==_�' •, --; _- n •___! --. __ -------- -------------- ' = r I „ %I y I ,QC LM 1 UNIT "D" _ 3 - O - O - ------ ----------- I UNIT "CI" ----------------U-I oul 10 IT - U_ -J NI�KT�;I =CIE = „B „ dQ o 3 BD x_1BDCI��h�l i I 2 BD 1 w -- O L QO O O- ----- I i , a s . I �]1 7 e S ' I I lit ------ Q QO OL QO 05 QO O�] ----------ELEV. ---------' 00, 0 LOBBY OC IT "A - UNIT .,A,. _ - - - Q 2 BD 2 BD I UNIT "A " T „D` cn 2 Bo ' ELEV. ------------ 3 B D---�'---�-�-� IO' - - - 1------------- - -f--------- 1 ------ -"_---'--------- ------------------ I� 1 __ ------ � - ------ -- _ -- S S F - _. ___. ;- , - - ________J ' S I — Z7 -,)I / 2 --) 11 ,, OVERALL SECOND FLOOR FLAN SCALE: 1'-0" = 3/32" 21A36 S.F. UNIT NIX: STYLE SQUARE FOOTAGE BEDROOMS FIRST SECOND THIRD TOTAL MIX % UNIT "A" 1,063 S.F. 2 BED 2 BATH 6 5 5 16 2 BED UNIT "Al" 1,186 S.F. 2 BED 2 BATH - 1 1 2 _ 0 2 BATH 25 TOTAL 2 BED UNIT "B" 1,103 S.F. 2 BATH 1 2 2 5 2 BED UNIT "BI" 1,299 S.F. 2 BATH I - - 1 2 BED UNIT "H" 1,626 S.F. 2 BATH - I - I + DEN 4 BED UNIT "C" 1,443 S.F. 2 4 4 12 3 BED 2 BATH 3 BED 19 TOTAL UNIT "D" 1,342 S.F. 2 BATH 3 4 - , I BED UNIT "E" -140 S.F. I BATH 2 2 2 6 UNIT "F" 694 S.F. 11 B� D - - 1 I II $BEND 9 TOTAL I BED UNIT "G" 926 S.F. I BATH 1 - 1 2 5% TO BE TYPE "A" AND REMAINDER TO BE TYPE "B" 18 Iq 16 53 100% GARAGE: 21,610 S.F. FIRST FLOOR: 2-1,624 S.F. SECOND FLOOR: 21,436 S.F. THIRD FLOOR: 22,028 S.F. TOTAL S.F. = 98,698 S.F. I I ; I ' Imo_____ ____ _yi I _ _ I .____________________ ------------- Ld I UNIT "H" 2 BD REFUSE H k 0 FITNESS ROOM B EKOw OF N`70 MECH. \ l •' FCrY, C 2 - A BATH _ 0 MECH. \ l \ O 011 n J •' FCrY, C \ O 011 n J ROOF /6 �O - -----, ___ -__ ___ - - ,' - ------- ------------- ------------ 1 - - i !: !_ — — --- --- -- - ------ n ,n=_ ?1------- �F=T ''¢----j L_i, ';'.;�',�� ------- --- 1 " - --_ `=-`I-- `-------- �__ --- �� I'. _ 1 1 1 it - - - - -- _ -�------------ D F °--- ^ 1= i UNIT _ --- ------------ ---------------------- - - -- " I UNIT ,IC„ ! UNIT „C„ �_� I �_�, I I UNIT B I , ED -.,--------- 3 ��%^�f 2 ED 4ACCC iLi II : i i V i 1 I i� �l'�OQ QOETEJ M QO ° OQ- - Ou 1 O� ----- rfw ]WtA 0 -------------,�-'-I----,�--_I I---u�------------- --- ----- V. QO O QO OD QO OL LOB Y � - -- -- I I I I I I I - • 1 I 1 I I 1 QC IT "A UNIT A = 2 UNIT ,.A 'ice_ ,v J7i 1ii 2 EDk J_I IO' RENTABLE _ --LOCKERS ROROOFROOR00F ' O - r" I n z OVERALL THIRD FLOOR FLAN SCALE: 1'-0" = 3/32" 22,028 S.F. UNIT MfX: STYLE SQUARE FOOTAGE BEDROOMS FIRST SECOND THIRD TOTAL MIX % 2 BED UNIT "A" 1,063 S.F. 2 BATH 5 5 16 2 BED ti UNIT "Al" 1,186 S.F. 2 BATH - 1 1 2 2 BED 2 BATH 25 TOTAL 2 BED UNIT "B" 1,103 S.F. 2 BATH 1 2 2 5 41.2% 2 BED UNIT "BI" 1,299 S.F. 2 BATH I - - 1 2 BED UNIT "H" 1,626 S.F. 2 BATH - 1 - I + DEN UNIT "C" 1,443 S.F. 2 BATHB 4 4 4 12 3 BED 2 BATH 3 BED 19 TOTAL UNIT "D" 1,342 S.F. 2 BATH 3 4 - 1 35.8% I BED UNIT "E" -140 S.F. I BATH 2 2 2 6 UNIT "F" 694 S.F. 11 BA D - - I I 11 BBEHD 9 TOTAL I BED UNIT "G" 926 S.F. I BATH 1 - 1 2 5% TO BE TYPE "A" AND REMAINDER TO BE TYPE "B" 18 19 16 S3 100% GARAGE: 21,610 S.F. FIRST FLOOR: 2-1,624 S.F. SECOND FLOOR: 27,436 S.F. THIRD FLOOR: 22,028 S.F. TOTAL S.F. = 98498 S.F. U 'ate O K5 O ,. -�A` \O O O\ �O \O O r Eao■■■■■■■ EMSEM■■■■■ CID ti z R O \O O r Eao■■■■■■■ EMSEM■■■■■ Ln 51_1911 UTILITY I ' I ' I ' I 51_411 II' -3" - I b I L__L___�___L� O 0— L i KIiTC 1HE1N r L---------- ---II I -- I I I I I I I I L - - - - - - - - - J BEDROOM 10'—q” 6'-0" Ln I Ln WIC \JI UNIT ",4" FLOOR FLAN SCALE: 1/4" = 1'-0" TYPE "B" (UNIT COUNT): 14 1,063 S.F. I IAI lT 11/' 11 1--I l'1r1M LSI A AI (UNIT COUNT): 12 1,443 S.F. 35'-0" 1 41-011 111_3// 51_4// 51_911 41-811 I m I M M I 0— (14 _m WIC UTILITY i I I I I I F -- B ATH ------ Ilr7777__ 7777_ I O �_ 7777 DINING ROOM I ----� mil Iii ill i 1 i illi( I -- r-= r I; I );'Il r-= r )III r-= r )III L L \ -J L -J L ----J J _ _ BEDROOM 10'—q” 6'-0" Ln I Ln WIC \JI UNIT ",4" FLOOR FLAN SCALE: 1/4" = 1'-0" TYPE "B" (UNIT COUNT): 14 1,063 S.F. I IAI lT 11/' 11 1--I l'1r1M LSI A AI (UNIT COUNT): 12 1,443 S.F. 35'-0" 1 41-011 111_3// 51_4// 51_911 41-811 I m I M M I 0— (14 _m WIC UTILITY i I I I I I F -- B ATH ------ Ilr7777__ 7777_ I O �_ 7777 M UNIT "AT' FLOOR FLAN SCALE: 1/4" = 1'-0" TYPE "B" (UNIT COUNT): 2 1,063 S.F. 31'—'l„ I 11'--4" 10'-2" I i I r, E>uj ----- I I r-- i ------------ `' --- 11------ ;; I --J-r-, I b 0 I KIT14E:N� 1L J O III m I I I I LTJ I ----- - - - - -- L J I� I I I I I I I O F>,Yw>-j MASTS BEDROOM O ' I I I I ERIFY BATH I -�-� -�-�-� DINING r _ r r r ) I,I ROOM -- - , 7 7 1 WIC I L IL Ln _ _ J cr HALLWAYLn < `--- I I III I �� III r------ TLn III I k 111 l l LII-' #i 1 I I III I III I `� I I III I I ' = 1 1 II I �---III I I I I III ---,---- -"---------- 1' I I 1 II ---- `-- --- - - - - -- �- JJ LIVING � 1' 1' BEDROOM ; �-- - - r ---,I ROOM -- 7� BEDROOM L II II II I I { II' -9" II' -8" II 2'pl 5 1 I-4'-0" r - - -- u______ I-_____- {�{� ----- .-----� I Y�I UNIT "D" FLOOR FLAN SCALE: 1/4" = 1'-0" TYPE "B" (UNIT COUNT): i 1,342 S.F. I ----� mil Iii ill i 1 i illi( I -- I - I III I MASTER I BEDROOMiT " 1711 �Ii�I ri 12'_0" 'III J' LII I III I M UNIT "AT' FLOOR FLAN SCALE: 1/4" = 1'-0" TYPE "B" (UNIT COUNT): 2 1,063 S.F. 31'—'l„ I 11'--4" 10'-2" I i I r, E>uj ----- I I r-- i ------------ `' --- 11------ ;; I --J-r-, I b 0 I KIT14E:N� 1L J O III m I I I I LTJ I ----- - - - - -- L J I� I I I I I I I O F>,Yw>-j MASTS BEDROOM O ' I I I I ERIFY BATH I -�-� -�-�-� DINING r _ r r r ) I,I ROOM -- - , 7 7 1 WIC I L IL Ln _ _ J cr HALLWAYLn < `--- I I III I �� III r------ TLn III I k 111 l l LII-' #i 1 I I III I III I `� I I III I I ' = 1 1 II I �---III I I I I III ---,---- -"---------- 1' I I 1 II ---- `-- --- - - - - -- �- JJ LIVING � 1' 1' BEDROOM ; �-- - - r ---,I ROOM -- 7� BEDROOM L II II II I I { II' -9" II' -8" II 2'pl 5 1 I-4'-0" r - - -- u______ I-_____- {�{� ----- .-----� I Y�I UNIT "D" FLOOR FLAN SCALE: 1/4" = 1'-0" TYPE "B" (UNIT COUNT): i 1,342 S.F. Ln BEDROOM �-_ _ III I I I III I I I III I , I 51-911 �I UTILITY c I II « I � I I I I I I I KItCHER -- ob I I I I I IL I I I I I L IIS/ 1 � L\-� IIS/ 1 L\-� DINING Lo I V4 O ROOM 1'I'II �m L L\ J L\ -JL J J E EJ El - J ao I �---J \ I �I I I-- __ I II I III I IJ.-_______--_ / I I I I T I I I I II I ITd� IIF I ------------- 11 24'—O" '-10" I m I a- N Lo I V4 O Ili/ 1 it Ili/ 1 it L\-� �m ------------- c_ L I V I N G —ROOM m }------� m Ll -\-J L__J r - L—T E E I - J ao I �---J \ I �I I I-- __ I II I III I IJ.-_______--_ / I I I I T I I I I II I ITd� IIF I ------------- 11 24'—O" '-10" I m I a- N Lo I V4 O Ili/ 1 it Ili/ 1 it L\-� �m ------------- c_ L I V I N G —ROOM m }------� m Ll -\-J ROOM r - L—T E E I I 111 I I I III I I I I I I I I I I I I I UNIT "E" FLOOR FLAN SCALE: 1/4" = 1'-0" TYPE "B" (UNIT COUNT): 6 140 S.F. cel I 0- N UNIT "B" FLOOR i=L,4N SCALE: 1/4" = 1'-0" TYPE "B" (UNIT COUNT): 5 1,103 S.F. frL"lQrA(I I I m I a- N Lo I V4 O Ili/ 1 it Ili/ 1 it L\-� �m --- —ROOM m m Cr � I m I a- N Lo I V4 Ili/ 1 it Ili/ 1 it L\-� N --- —ROOM m Ll -\-J L\ J r - L—T E E I 111 UNIT "F" FLOOR i=L,4N SCALE: 1/4" = 1'-0" TYPE "B" (UNIT COUNT): 1 694 S.F. 6'_O„ / LLi I--------- REFU E 0I I I ---------- ---- BATk, ------------BATW O I JI 5, -901 1 y I ll O (UTILITY bo 11'-3" I � I I I I I I I I Ir I I I I I I I I I I KltCHER - - L- - - - - I I r- - - - - - - - - I I I I�______J --- BEDROOM _ �---- 11 I IIIA===r1 ---J o / I� riIJ. -_-----------------I II II I 11 Ili - DEN 1I�-111 T�I II iT - t r--�--��_10° IJIFJ I --- ==ll ------------- I' Ili/ 1 it Ili/ 1 it L\-� Ili/ 1 L\-� DINING —ROOM Ll -\-J L\ J L\ J J L—T E E --- BEDROOM _ �---- 11 I IIIA===r1 ---J o / I� riIJ. -_-----------------I II II I 11 Ili - DEN 1I�-111 T�I II iT - t r--�--��_10° IJIFJ I --- ==ll ------------- I' wi C MASTER ---I BEDROOM --------------- I I IL III I 121_0° I I UNIT "BT' FLOOR FL�4N SCALE: 1/4" = 1'-0" TYPE "B" (UNIT COUNT): 1 1,299 S.F. 9 O in f I N m r I I I III I I I I I I I I I I I I I I I I I r I I I I I I III I I LIVING }------� ROOM wi C MASTER ---I BEDROOM --------------- I I IL III I 121_0° I I UNIT "BT' FLOOR FL�4N SCALE: 1/4" = 1'-0" TYPE "B" (UNIT COUNT): 1 1,299 S.F. 9 O in f I N m r UNIT "G" FLOOR PLAID SCALE: 1/4" = 1'-0" TYPE "B" (UNIT COUNT): 2 926 S.F. UNIT "H" FLOOR PLAN SCALE: 1/4" = 1'-0" TYPE "B" (UNIT COUNT): 1 1,626 S.F. r _I� 1 �II�.,IIIIIIIIIIIIIIIIIL.III ■I■I■II ■■I■I■I■I■II W1 — ___ ___ =■■I■I ■I■I■II —■■I■I ■I■I■II — ___ ___ = II■■■ ■■■� ■■■■I■I■II ■■� - --- --- - - - --- --- - - - - — 1111• - 1111. �e ,, .: - , ..• —.. _ I I _ 11111 _ � 11111 � - _- _ 111111 � 111111 ,. .:•"'� �-1=- - - - 11111 - C 11111 ._ -..:. 11111 _ 11111 11111 _ _. _. ._r. ... _. IIS, IIIIIIIIIIIIIIIIII III 1 II►� JIIIIIIIIIIIIIIIII III 1 _ SENSE INS _\_ __•-_ __•- �� ..- � � �,�� _ __•__ INS- •- 4' ,,, ry y T �. IWE I �, .. 4_: 7 ts.:+. '-- , '. 1.1:�: —i` .-v • _ _ •. _ � :CCL-: i:L�] -'�- -. .m_::� .; �.rt:z ...L— x s _L �� . ..,IIIIIIIIIIIIIIIIII _ _ r I III 111111 IIII III I r - 2.1 SOLDIER COL GRAIDE kwimm. -m pwal.:sidu, I��i+i SME ■I■I■ ■I� � M �I�I� C SII milli�n ■SENSE _ NSI .:� SENSE _�� IIIIIIIIIIIIIIIIII �� = __m■�iwllu- _— M :_ SENSE I hI I- _ ► 11111.. _I ly .�.x . _ 11111 T - -- �� A q� 7 _1� —_IIS IIIIIIIIIIIIIIIIII III 11111 �. �-� _ _1 tl It - ■ ■iii w r - ■ ■ L oid IIIIIIIIIIIIIIIIIII liiiir, 1:FrM .rw±vTa:nr- :3h [ 1 IIIIIIIIIIIIIIIIII�!liiuih 1 I METAL DRIP EDGE CONTINUOUS RIDGE VENT PRE -FINISHED METAL FASCIA 2X6 SUB FASCIA PRE -FINISHED METAL SOFFIT PRE-ENGINEERED WOOD GABLE END TRUSS - HORIZ. LAP SIDING - SEE ELEVATIONS RIDER ------------ - - - - -- �\ II o I I I I BLOCKING AS REQ'D. I I I I I I I I I I I I I I I I I I26 I I 901 I UNIT I I I I I I I I I I I I I I I I I I I I SECOND FLOOR = 122'-3 3/4" I 30 aeon ------— — — — — — — ' PRE -ENG. ALUMINUM BALCONY t RAILING SYSTEM TRUSS BRG. = 120'-3" PROVIDE SPRINKLER HEADW-I LAYER 5/8" GYPSUM BOARD AT BALCONY AS REQ'D. ON RC CHANNELS 9 12" O.C. o COND FLOOR = III'—I 1/8" PRE -ENG. ALUMINUM BALCONY t RAILING SYSTEM TRUSS BRG. = 109'-1 1/8" PROVIDE SPRINKLER HEAD I LAYER 5/8" GYPSUM BOARD AT BALCONY AS REQ'D. ON RC CHANNELS a 12" O.C. — HORIZ. LAP SIDING - SEE ELEVAT 1/16 ' ZIP WALL SHEATHING 2x6 PRE-CUT STUDS SEE STRUCT. R-21 MIN. SPRAY FOAM INSULATION AT R-21 BATT INSULATION ALL RIM JOIST AREAS 4 MIL VAPOR BARRIER 5/8 " GYPSUM BOARD CONTINUOUS RIDGE VENT 12 4 ROOF TRUSSES, SEE STRUCT. PROVIDE BLOWN -IN INSULATION TO MEET STC/IIC IN FLOOR TRUSS CAVITY PRE -ENG. WOOD FLOOR - TRUSSES, SEE STRUCT. PROVIDE BLOWN -IN INSULATION TO MEET STC/IIC IN FLOOR TRUSS CAVITY r y�Jl� PRE -ENG. WOOD FLOOR TRUSSES, SEE STRUCT. ATTIC NOTE: PROVIDE DRAFTSTOP COMPARTMENTS AS REQUIRED IN COMPLIANCE WITH NFPA 13R REQUIREMENTS (OPTIONAL) 2X OR PLYWOOD WALKWAY 2XIO W/ (2) LAYERS 5/8" TYPE "X" GYP. B ARD BD. ACOUSTICAL CEILING TILE CORRIDOR 2x6 STUDS SEE STRUCT. 5/8" GYPSUM BOARD - 1/2" R.C. CHANNEL S 1/2" SOUND JNSULATION ASPHALT SHINGLES BUILDING PAPER 1/2" APA RATED ROOF SHEATHING PRE -ENG. WOOD ROOF TRUSSES SEE STRUCTURAL PLANS R-49 (MIN.) BLOWN INSULATION 4 MIL VAPOR BARRIER I LAYER 5/8" GYPSUM BOARD ON RC CHANNELS ® 12" O.C. O UNIT PROVIDE BLOWN -IN INSULATION TO MEET STC/IIC IN FLOOR TRUSS CAVITY 3/4" FLOOR SHEATHING O 1 1' GYPCRETE TOPPING WOOD JOISTS I SEE STRUCT. 38 CONT. RIM - SEE STRU T. CONT. RIM - SEE STRU T. (I)LA R 5/8' TYPE 'X' GYP. D. (1) LA R 1/2' MIN. TYPE 'X' G . BO. FOR R I HR. PROTECTION I STC/IIC IN FLOOR 15 A801 ACOUSTICAL CEILING TILE 3/4" FLOOR SHEATHING O - 01 1 � O I PROVIDE 1/2" X 3" STRIP OF GYP. BD. BACKER AT TOP AND BOTTOM OF WALL AS WELL AS AT ALL OUTSIDE CORNERS AND AROUND ALIS DOORS (TYP.) �nni 3/4 GYPCRETE, TYP. UNIT 3/4' GYPCRETE, TYP. UNIT ANCHOR S 48. O.C. MAX. 2x6 TREATED PLATE w/ SILL SEALER GRADE VERIFY FLASHING AS REQ'D. O 1 1' GYPCRETE TOPPING 38 CORRIDOR 38 901 901 INSULATIONTOBLOWN-IN MEET W/ CIVIL DRAWINGS STC/IIC IN FLOOR TRUSS CAVITY 2" STUDS SEE STRUCT. 5/8" GYPSUM BOARD 1/2" R.C. CHANNEL 3/4" FLOOR SHEATHING 5 1/2" SOUND NSULATION SLOPE FIN. FLOOR WOOD JOISTS I SEE STRUCT. - -- ELEV. 100'-0" \-CONT. RIM - SEE STRUCT. ---------------� 11 -----------------�----------- -------- —CONT. RIM - SEE STRUCT. y ----------------------- -o - - - - - - - - - II)LA R 5/8' TYPE 'X' GYP. D. ID LA R 1/2' MIN. TYPE 'X' GY P. BD. 3 HR. FLOOR / CEILING FOR OVER I HR. PROTECTION �1=IIII—IIII—I .�.�.�� I --- --� 15 A801 ACOUSTICAL CEILING TILE — — — — — — —� o �.:. . - -�,5 sss� .�� III—IIII.. CORRIDOR IIII O - 01 1 � O I PROVIDE 1/2" X 3" STRIP OF GYP. BD. BACKER AT TOP AND BOTTOM OF WALL AS WELL AS AT ALL OUTSIDE CORNERS AND AROUND ALIS DOORS (TYP.) �nni 3/4 GYPCRETE, TYP. UNIT 3/4' GYPCRETE, TYP. UNIT ANCHOR S 48. O.C. MAX. 2x6 TREATED PLATE w/ SILL SEALER GRADE VERIFY FLASHING AS REQ'D. 1' GYPCRETE TOPPING W/ CIVIL DRAWINGS SLOPE FIN. FLOOR - -- ELEV. 100'-0" --- --= ---------------� 11 -----------------�----------- -------- - ------ y ----------------------- -o - - - - - - - - - 111 IIII-1111-1111 3 HR. FLOOR / CEILING 3 HR. FLOOR / CEILING 00 �1=IIII—IIII—I .�.�.�� --- --� ---------- ------------ — — — — — — —� o �.:. . - -�,5 sss� .�� III—IIII.. T.O. PRECAST ,.. -: - - - - -- - - - - - -- ---;— -- --- — -- ---- — --------- -- — — — - -- -- — — --- ...... ELEV. 99'-11" - TREATED SILL PLATES 8' PRECAST CONCRETE PLANK CONCRETE PLANK, w/ I' GYPCRETE TOPPING PROVIDE I" RIGID VERIFY W/ STRUCTURAL SCREW ANCHORS (SIDE SPANS) INSULATION SEE STRUCT. FILL CORE WITH INSULATION CORE FILL PLANK AT 4'-0" BACK WHEN NO 12" PRECAST CONC. PLANK PRECAST ANCHORS, SEE STRUCT. STRUCTURAL ANCHOR w/ I" GYPCRETE TOPPING BEAM CORE FILL PLANK AT PRECAST (CENTER SPAN) SEE STRUCT. CONCRETE PATIO DOWN MAX. I/2' ANCHORS, SEE STRUCT. BEAM SEE STRUCT. FROM T.O. OF PATIO THRESHOLD. SEE STRUCT. SLOPE AWAY FROM BUILDING AS REQUIRED. I O ° GARAGE - GARAGE DRIVE LANE TEXTURED PRECAST COL., 12" INSULATED PRECAST SEE STRUCT. PANEL, SEE PANEL DWG'S. R-15 MIN. WATERPROOFING MEMBRANE PRECAST COL., BELOW GRADE AS REQ'D. SEE STRUCT. PER MANUFACTURERSJOINT, RECOMMENDATIONS SEE STRUCT. 24'-0" MIN. CLEAR JOINT, SEE STRUCT. 12" INSULATED PRECAST 4" POURED CONC. SLAB 4" POURED CONC. SLAB PANEL SEE PANEL DWG'S. VERIFY W/ STRUCT. t SOILS REPORT VERIFY W/ STRUCT. t SOILS REPORT 4" POURED CONC. SLAB R-15 MIN. REINFORCED AS REQ'D. REINFORCED AS REQ'D. VERIFY W/ STRUCT. t SOILS REPORT SEE STRUCT. SEE STRUCT. REINFORCED AS REQ'D. SEE STRUCT. 10 MIL. VAPOR BARRIER ; DRAIN TILE IN GRAVEL BASE AS REQUIRED FIN. FLOOR FIN, FLOOR T.O. FOOTING ELEV. 89'-O" ELEV. 89'-O" SEE STRUCT. S ° • 9 .:Q v " a a 10 MIL. VAPOR BARRIER 10 MIL VAPOR BARRIER rikk T.O. FOOTING CONNECTION BY GRANULAR FILL ON SEE STRUCT. PRECAST SUPPLIER COMPACTED BASE GRANULAR FILL ON PER SOILS REPORT a r COMPACTED BASE SEE STRUCT. PLANS GRANULAR FILL ON PER SOILS REPORT FOR FOOTINGS COMPACTED BASE PER SOILS REPORT CONNECTION BY CONNECTION BY NOTE: CONTRACTOR TO VERIFY ALL PRECAST SUPPLIER PRECAST SUPPLIER RECOMMENDATIONS BY GEOTECHNICAL ENGINEER PER SOILS REPORT POURED CONCRETE PAD FOOTING, SEE R-10 MIN. RIGID INSUL. STRUCTURAL PLANS FOR SIZE AND REINFORCING SEE STRUCT. PLANS FOR FOOTINGS BALCONY WALL SECTION („CORRIDOR WALL SECTION ��TYPICAL WALL SECTION SCALE: 1/2" = 1'-0" SCALE: 1/2" = 1'-0" SCALE: 1/2" = 1'-0" HORIZ. LAP SIDING - SEE ELEVATIONS 1116 ' ZIP WALL SHEATHING 2x6 PRE-CUT STUDS SEE STRUCT. R-21 BATT INSULATION 4 MIL VAPOR BARRIER 5/8 " GYPSUM BOARD SECOND FLOOR = 122'-3 3/fii CONT. RIM - SEE STRUCTURAL R-21 MIN. SPRAY FOAM INSULATION AT ALL RIM JOIST AREAS TRUSS BRG. = 120'-3" rL HORIZ. LAP SIDING - SEE ELEVATIONS 1/16 ' ZIP WALL SHEATHING 2x6 PRE-CUT STUDS SEE STRUCT. R-21 BATT INSULATION 4 MIL VAPOR BARRIER 5/8 " GYPSUM BOARD SECOND FLOOR = III'—I —1/8" CONT. RIM - SEE STRUCTURAL R-21 MIN. SPRAY FOAM INSULATION AT ALL RIM JOIST AREAS TRUSS BRG. = 109'-1 1/8" rL -FLASHING AS REQ'D. -CULTURED STONE CAP CULTURED STONE WATER RESISTIVE BARRIER OR TWO LAYERS OF 815 FELT, CORROSION RESISTANT WIRE LATH I A SCRATCH COAT BEHIND CULTURED STONE. (SEE MANUFACTURER FOR FURTHER RECOMMENDATIONS I REQUIREMENTS) FLASHING t WEEP SCREED AS REQ'D. CULTURED STONE PER MANUF. SPECS. CAP - TYP. FIN. FLOOR ELEV. 100'-O" T.O. PRE -CAST ELEV. 99'-11" FLASHING t WEEP SCREED AS REQ'D. PER MANUFACTURER'S SPECIFICATIONS PRE -CAST PANEL VERIFY DECORATIVE TEXTURED PATTERN W/ OWNER / G.C. GRADE VARIES, SEE CIVIL WATERPROOFING MEMBRANE BELOW GRADE AS REQ'D, PER MANUFACTURERS RECOMMENDATIONS POURED CONC. FOUND. SEE STRUCT. NOTE: CONTRACTOR TO VERIFY ALL RECOMMENDATIONS BY GEOTECHNICAL ENGINEER PER SOILS REPORT T.O. FOOTING bi SEE STRUCT. (42" FROST DEPTH MIN.) VERIFY W/ CIVIL DRAIN TILE IN GRAVEL BASE AS REQUIRED N m 0 0 0 0 0 N Li J LL 0 N I N I n 0 w 0 J a_ 7th Street Storm Manholes Storm Inlets Catchbasin Standard Inlet Storm Discharge Points CITY OF 11 jZMoT1i1Ao . Standard Outlet Y: Storm Fittings Storm Gravity Mains IN 1 in=188 ft N A April 28, 2020 Map Powered By DataLink wsb STREET WEST 7TH STREET WEST 7TH BEGIN PROJECT 4S.A.P.222-101-007 STA.24+88.00 / 18.3 CY CLASS IV RIP RAP W/36 SY GEOTEXTILE FABRIC a 5000 C9 A, 0 FT 30 60 \ o\ 002 3+o0 4� 50 sty SU +00 - 31+Op_ - \ o 26 5004 5008 _� �; / w o s F(� / 500 5006 �� 3 44V Co a _ 5010 �a= 0 5014 m 5005 5007 �� a BENCH MARKS W E / TOP NUT HYDRANT _ THIS DRAWING IS OUR RECORD KNOWLEDGE OF STA. 27+46 EL=948.18 �� C N THE PROJECT AS CONSTRUCTED STA. 30+36 EL=952.950 o RECORD DRAWING STA. 33+11 EL=952.28 ww<s e STA. 35+91 EL=952.10 � a SHIBANI BISSON, P.E. - PROJECT ENGINEER WSB & ASSOCIATES INFORMATION IS FURNISHED WITHOUT NOTES: 3" TOM BOSE - CONSTRUCTION OBSERVER WARRANTY AS TO ACCURACY. USERS 1. SEE SHEET 29 FOR STORM SEWER LATERALS. CITY OF MONTICELLO SHOULD FIELD VERIFY LOCATIONS AND ELEVATIONS. 2. ALL JUNCTION STORM MANHOLE CASTINGS TO BE LOCATED Q JANUARY 2014 BETWEEN CURB AND PARKING STRIPE, NOT IN THRU LANE Z F- Ow O . N t= N . N. Z U W z F Z 960 � . �. 960 W Q Z Z ZC Lu C Lu � 955 .n 955 C� � . o f F�Uo 011 5013 u~iu~i0J a J F- W 950 . — \ _ — _ —.--:0d� e. 1 ro 950 J U H d 50 6 945 . . . . . . 7U /. 04 11s.s' . . . . . . . . . . . . . . . . . . 945 . 5002 . / . LASS III ®• 1.00% . \. 940 m 7.5' MIN. 52 W TE AI�J 940 762 — 1 L4 — — — SE)939.20. 46.81 94618 (,SW) . . 935 1 I� �� 937:6193k6() 37 W)938:78. 935 . ~� . 934.2 (E) �z� (E) .93§§9W) 935.89 935.44 -�E 44:6 140' Rcp .CLAS iB11 0 RCP 111 ®9137-,"6 . o0 o 930 . . . �I . . . . u . . . 934.27(NW) . . . . . . . 9A.44 S) 942.936 83. . . . . . . CL-ASS-111 01:00%•1.23% . . . . . . . . . . . . . . . . . . . . . . . . 930 a � o 933.06 NE) 102'. 11_36" RC m� d �. ' w w.W I o ' 935.07 930.74 SW) SUMP) al-36" CLASS 111 RCP 0 4wG961.19%. CLASS IU ® 1.00%0.76%• z 925 N'o i . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 925 �.Ir a n. �.z cq N . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M - 920 m ran 920 N M M N .. m W .. .. .. W N y N m m O m m m ." m ." m a" m ." m m m m M� m m O m m ST 590 25+00 26+OC 27+00 28+00 29+00 30+00 31+00 32+00 CONTRACTOR: KUECHLE UNDERGROUND CITY PROJECT NO.- 12CO02 STORM SEWER AND STREET MANUFACTURE LIST: CONCRETE - COUNTY MATERIALS//VALVES - AFC //MEGALUGS - SIGMA//FITTINGS - UNION USA// DIP - AMERICANHPVC - JM EAGLE S.A.P.NO. - 222-101-007 WEST 7TH STREET SHEET 27 OF 53 SHEETS 32 RENTAL STRESS BY INCOME RENTAL STRESS in Monticello exists almost entirely within low-income City households. While there are renter households over 80% AMI that experience cost burden, higher -income cost burdened households often have the option to spend more than 30% of income toward housing while still maintaining the ability to cover fixed costs - cost burden by choice. Due to the structure of the rental market in the City, there are gaps in unit availability at appropriate price points to serve specific incomes in the market. Overall, there is a general oversupply of low-cost units that serve households between 31 % and 80% AMI (approx. $800 - $1,300 monthly rent). These units represent natural appreciation of units within the market - they do not have subsidies that allow them to alleviate cost burden for the lowest - income households, while also not filling demand for the highest -income users in the market. There are significant housing gaps at both the top and bottom of the rental housing market, with an undersupply of market -rate units for households earning over 80% AMI (rental housing cost $1,500+) as well as affordable units with 250 200 150 100 50 Less than $20,000 $20,000 - $34,999 rents below $800 monthly. Although there is a high market gap, there is an upwards limit to income that can realistically be spent on housing. Many higher income households also value affordability (spending less than 30%), so this does not display true unit for unit demand for high cost housing. It does create some additional market tension, where some high income households rent significantly below what they could afford, using units otherwise affordable to lower-income households. RENTAL UNIT MISMATCH *most recent available data - does not include Monticello Crossings Source: American Community Survey 5 -Year Estimates M m $35,000 - $49,999 $50,000 - $74,999 0% - 30% AMI 480 215 31% - 50% AMI 200 650 51% - 80% AMI 405 460 > 81% AMI 285 45* -240 *most recent available data - does not include Monticello Crossings Source: American Community Survey 5 -Year Estimates M m $35,000 - $49,999 $50,000 - $74,999 ■ Cost Burdened Severely Cost Burdened > $75,000 33 RENTAL HOUSING STRESS COST BURDENED RENTER HOUSEHOLDS Source: American Community Survey 5—Year Estimates LEVELS OF COST BURDEN (2018) 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% Monticello Buffalo Becker ■ Cost Burden (30%-50% Income Toward Rent) RATES OF RENTER COST BURDEN may be low in Monticello overall, but those renters who are cost burdened are much more likely to be severely cost burdened (spending more than 50% income toward rental costs). Of those experiencing cost burden in the City, 73% are severely cost burdened. This rate is significantly higher than in regional peer communities, 21.7 points higher than the next closest community. While rates of cost burden are low overall, higher income households "renting down", as well as increased demand in the market overall increases competition for units in the moderate- and middle- market segments. This also indicates a lack of appropriately - priced units for the lowest income households already living in the community, and indicates opportunity to better serve low-income households through income -restricted and subsidized units that ensure affordability levels not currently provided within the market. Big Lake St. Michael Wright County Severe Cost Burden (>50% Income Toward Rent) Source: HUD Comprehensive Housing Affordability Strategy Renta( Market Monticello 174 4;, 72.5% Buffalo 519 420 44.7% Becker 72 38 34.5% Big Lake 289 29 9.1% St. Michael 165 159 48.6% Wright County 1,889 1,951, 50.8% Source: American Community Survey 5—Year Estimates LEVELS OF COST BURDEN (2018) 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% Monticello Buffalo Becker ■ Cost Burden (30%-50% Income Toward Rent) RATES OF RENTER COST BURDEN may be low in Monticello overall, but those renters who are cost burdened are much more likely to be severely cost burdened (spending more than 50% income toward rental costs). Of those experiencing cost burden in the City, 73% are severely cost burdened. This rate is significantly higher than in regional peer communities, 21.7 points higher than the next closest community. While rates of cost burden are low overall, higher income households "renting down", as well as increased demand in the market overall increases competition for units in the moderate- and middle- market segments. This also indicates a lack of appropriately - priced units for the lowest income households already living in the community, and indicates opportunity to better serve low-income households through income -restricted and subsidized units that ensure affordability levels not currently provided within the market. Big Lake St. Michael Wright County Severe Cost Burden (>50% Income Toward Rent) Source: HUD Comprehensive Housing Affordability Strategy Renta( Market 35 RENTAL UNIT CONSUMPTION WHILE UNIT CHOICE is important to the freedom and desirability of the local housing market, more options at appropriate price points can help guide consumers into more appropriately priced units that ease burden at all levels. Comments received in the Community Survey largely called out this need for housing across multiple price points - even when not directly asked. While a few respondents were hesitant toward new development, themes largely arose that clearly identified both affordable and executive level housing options as needs within the community. This included a significant response for increased housing support directed toward households at risk of homelessness - which per HUD guidance is considered severely cost burdened, extremely low-income renter households (approx. 225 of these households currently live in the City). RENTAL UNIT HOUSEHOLD OCCUPANCY The survey also identified specific building types they would like to see within the market - and in addition to amenity -rich market rate options for renters who may choose to telecommute, attached unit and townhome development were commonly listed as options to help fill the mid-level market, whether ownership or rental. In looking to directly address rental costs for low- income households, one method commonly used is to aim to add the undersupply. In Monticello, this would be a goal to add 265 units of rental housing affordable to the lowest -income earners in the community (0% - 30% AMI households). This would allow options for these households to eliminate or severely reduce their housing costs, decrease rates of rental cost burden, and open up units they were occupying to other households in the community or moving to the community at price - points appropriate to their own income. I I I I V12 .9 ffWC4;1 ; IvIlm11w," IF)EFR4 RNUMM Affordable at 30% 175 40 0 0 0 Affordable 31% - 50% 195 85 210 105 60 Affordable 51% - 80% 95 60 180 50 70 Affordable at >80% 15 15 15 0 0 100 RENTAL DEMAND - LOW ESTIMATE Within the rental market, projections are based on projected household growth, current rates of household tenure for demographics likely to be seeking rental housing, and then focused based on rates of affordability to current residents who rent within the housing market. This demand analysis indicates a slow shift from ownership to renter markets, consistent with changes in rates of tenure over the past decade. Gradual and thoughtful demand -driven outcomes will likely see more a higher percentage of rental units created in an average year than the current overall percentage of renters in the community. The low estimate for rental housing in the next 5 years assumes fewer new units than have been created in the past 5 -year period, and should be treated as a baseline for unit development, not a target that should preclude development when the baseline has been met. New - Housing Demand Demand from Household Growth Within the City - Household Growth in Rental Demographics 329 additional households Demographic Renter Rate 37% Demand from New Construction 122 rental units Demand from Existing Resident Households Current Renters in Market 62 households Percent of Renters Seeking New Housing 28% Increased Demand from Existing Renters 325 rental units Renters with Preference for New Construction 20% Existing Renter Demand for New Construction 65 rental units Total Demand for New Construction Rental Units = 187 units Affordable Units 50% Mid -Level Units 40% High Market Units 10% New Affordable Demand 93 units New Mid -Level Demand 75 units New High Market Demand 19 units Additional Need for Vacancy 52 units Additional Need for Vacancy 32 units Additional Need for Vacancy 19 units Total Affordable Need 145 units Total Mid -Level Need 107 units Total High Market Need 38 units Total Unit Need = 290 units City of Monticello Housing Needs and Demand RENTAL DEMAND - HIGH ESTIMATE 101 High estimates for rental demand assume continued, strong demand within the market - and matches approximately the same number of units that have been created over the past 5 -year period. This suggests continued demand for development types that have been coming forward in the City, and planning for the trend to continue will allow the City to identify sites and areas through downtown and key corridors. The City can balance market demand for more rental housing with small town character through smart siting and design regulations. This estimate of demand may come to be met if growth pressures increase further than current projections indicate, and developments should be considered based on their own merits and demonstrated need on an annual basis. New - Housing Demand Demand from Household Growth Within the City - Household Growth in Rental Demographics 510 additional households Demographic Renter Rate 37% Demand from New Construction 189 rental units Demand from Existing Resident Households Current Renters in Market 62 households Percent of Renters Seeking New Housing 28% Increased Demand from Existing Renters 325 rental units Renters with Preference for New Construction 20% Existing Renter Demand for New Construction 65 rental units Total Demand for New Construction Rental Units = 254 units Affordable Units 50% Mid -Level Units 40% High Market Units 10% New Affordable Demand 127 units New Mid -Level Demand 102 units New High Market Demand 25 units Additional Need for Vacancy 54 units Additional Need for Vacancy 34 units Additional Need for Vacancy 20 units Total Affordable Need 181 units Total Mid -Level Need 136 units Total High Market Need 45 units Total Unit Need = 362 units Unit Demand & Recommendations EDA: 03/09/22 6. Consideration of Pre -Application for GMEF Loan from Washburn Computer Group for Facility Expansion Proposal (JT) A. REFERENCE AND BACKGROUND: A GMEF Loan pre -application was submitted by Washburn Computer Group on February 2, 2022 seeking gap funding assistance for a proposed 45,000 to 50,000 square foot building expansion to its existing facility. The expected cost of the multi -faceted expansion proposal is roughly $6,251,000. Washburn Computer Group is indicating that it has a funding gap of $500,000 to $750,000 and will financial assistance to allow it to move forward with the proposed expansion. Washburn Computer Group is a point of sale (POS) computer systems repair, refurbishing and light assembly firm. Its customers include major national retailers, hotels, casinos, cruise ship lines, grocery stores and other niche retailers. Washburn Computer Group has been operating from a 33,000 square foot facility (repair and warehouse) located at 218 Chelsea Road since the early 1990s. Due to a recent growth, Washburn Computer Group is also leasing a portion of building on Edmonson Avenue and just entered into a lease for a building on Dundas, both of which are used as warehouse space. The company currently employs 43 FTE and will add 44 new FTE workers as part of the expansion proposal. Per the preliminary plans, Washburn Computer Group is proposing to have the new building addition extend nearly to the south property line of its current 4.21 -acre lot. The semi -truck parking area on the south side of the existing building will be displaced with the building expansion proposal. With the expansion, the current trailer storage will also be eliminated. Hence, the company is seeking to purchase a 1.46 -acre lot directly south of the Washburn Computer Group site. The company ownership believes this area will allow it to place a semi - truck staging area on the newly acquired land as well as allow for another potential future building expansion. A project sources and uses provided by Washburn Computer Group shows the various proposal components. The total project cost is $6,251,000. A financing gap of $750,000 to $850,000 has been identified. To fill the projected gap, City staff have suggested several potential assistance programs as possible solutions. Those economic development assistance tools include: • Tax Increment Financing (TIF) • MN -DEED Job Creation Fund (JCF) Grant program • Greater Monticello Enterprise Fund Loan Program • Initiative Foundation Loan Program As noted, in the GMEF application, Washburn Computer Group is indicating that without gap funding assistance the proposed expansion will not occur at this site. The alternatives for the company would be to continue to rent off site space for a period of time until it could 1 EDA: 03/09/22 find a new facility of the appropriate size to relocate to. Currently, there are no available buildings in the range of 75,000 to 85,000 square feet (33,000 + 45,000 = 78,000) in the City of Monticello. The company ownership's preference is to stay in the existing building and add sufficient square footage to be used as a warehouse and distribution facility so it can avoid significant disruptions to the business and the current workforce. City staff use a scoring system to evaluate the merits of economic development projects. In use since 2016, the score includes factors directly related to economic development goals including employment, living wage, tax base and retention. Based on the metrics, the score for the Washburn Computer Group expansion proposal is 32.5. This is comparable to the UMC facility 2020-2021 expansion score of 33 points. The fact that Washburn Computer Group is adding jobs as well as significant new tax base on a relatively small land parcel are the biggest contributing factors in the score. Al. STAFF IMPACT: The EDA-GMEF Loan program offers a Pre -Qualification step as a preliminary review by the EDA to determine level of interest and program applicability. At this point in time, the level of staff time committed to the file is approximately 5 hours including EDA staff report preparation and meeting time. If the EDA encourages submittal of a final application, it is estimated that there will be about 45 to 55 hours spent on the file. This time does not include the services of Central Minnesota Development Corporation (CMDC) to complete professional underwriting and credit analysis steps. A2. BUDGET IMPACT: The loan application fee and the origination fee (1.5 percent) should be sufficient to cover the legal counsel fees and document preparation. The primary budgetary impact is to the loan fund itself. The GMEF Loan fund currently has approximately $930,000 available to lend out. This request is for about $265,000 or approximately 29 percent of the available dollars in the account. If the EDA ultimately approves the loan as requested, the GMEF loan balance would drop to approximately $665,000. It should be noted that the balance in the SCDP Loan Program account, another economic development fund also administered by the EDA, is approximately $769,000. A3. COMPREHENSIVE PLAN IMPACT: Continuing to support Monticello industrial users who meet the city's goals for employment and tax base is consistent with the Monti 2040 Value Statement for "A diversified and strong local economy competitive at regional, state and national levels." The Monti 2040 Plan's Economic Development chapter includes numerous statements aligning with this project expansion, including those for business retention, reinvestment, tax base expansion and workforce development. B. ALTERNATIVE ACTIONS: 1. Motion to acknowledge the Washburn Computer Group GMEF Loan Application and to authorize appropriate loan underwriting steps as well as preparation of loan documents related to Washburn Computer Group' 45,000 to 50,000 square foot facility expansion proposal. Ua EDA: 03/09/22 2. Motion to table consideration acknowledgement of the Washburn Computer Group GMEF Application and authorization to begin appropriate loan underwriting steps as well as preparation of loan documents related to Washburn Computer Group' 45,000 to 50,000 square foot facility expansion proposal. 3. Motion of other as determined by the EDA. C. STAFF RECOMMENDATION: Staff recommends alternative #1. The Washburn Computer Group expansion proposal is eligible for funding through the GMEF Gap Loan program. The proposal offers significant economic benefits including retention of an existing business, new job creation, an increase in the tax base and an additional benefit of absorption of a vacant industrial lot. In summary, the proposal's intended use of the funding meets the GMEF criteria. The GMEF loan program is a tool that can help fill the identified funding gap for the estimated $6,251,000 development proposal. While the size of the loan is the largest GMEF funding request that the EDA has considered over the past 10 years, the Small Cities Development Program (SCDP) Loan fund, also administered by the EDA, has a fund balance of approximately $769,000. Combined with the GMEF, the two programs have economic development gap funding capacity of approximately $1,434,000 If the EDA encourages authorizes loan underwriting as the next step, staff will collaborate with the Riverwood Bank, the primary lender, and the Central Minnesota Development Corporation (CMDC), the SBA 504 lender, to obtain all supporting documents, as appropriate, to satisfactorily complete all underwriting steps. SUPPORTING DATA: A. GMEF Loan Pre -Application B. Washburn Computer Group Informational Handout C. Aerial Photo of Site — 218 Chelsea Road CITY OF CITY OF MONTICELLO ECONOMIC DEVELOPMENT AUTHORITY BUSINESS SUBSIDY APPLICATION Monticello BUSINESS ASSISTANCE FINANCING 763-295-2711 — info@ci.monticello.mn.us Name of Contact Person: Mike Willard Address: Telephone number: Business Name: Business Address: 218 Chelsea road 763-271-3000 Washburn Computer Group 218 Chelsea road REQUESTED INFORMATION Addendum shall be attached hereto addressing in detail the following: 1. A map showing the exact boundaries of proposed development. attached 2. Give a general description of the project including size and location of building(s); business type or use; traffic information including parking, projected vehicle counts and traffic flow; timing of the project; estimated market value following completion. Adding 1.5 acres to the current property at 218 Chelsea. Adding 50k feet of warehouse space and accompaning parking space for additional workforce.. 3. The existing Comprehensive Guide Plan Land Use designation and zoning of the property. Include a statement as to how the proposed development will conform to the land use designation and how the property will be zoned. 4. A statement identifying how the increment assistance will be used and why it is necessary to undertake the project. Financing/Assistance will be used to purchase existing property located directly behind target property. Subject property is parcel id 155-249-001010. This property is required for expasion of current business at 218 Chelsea road, Washburn Computer Group. A statement identifying the public benefits of the proposal including estimated increase in property valuation, new jobs to be created, hourly wages and other community assets. This project will add a minimum of 44 jobs to the community in yearly payroll on full time staff at Washburn. See attached wage sheet. It will also add to the local economy from the 11-14 month long estimated construction project. 6. A written description of the developer's business, principals, history and past projects I understand that the application fee will be used for EDA staff and consultant costs and may be partially refundable if the request for assistance is withdrawn. Refunds will be made at the discretion of the EDA Board and be based on the costs incurred by the EDA prior to withdraw of the request for assistance. If the initial application fee is insufficient, I will be responsible for additional deposits. I further understand that by signing below, should the original escrow be exceeded, the applicant or responsible party will be billed for all additional services. In signing the acknowledgement below, the applicant is indicating that they have not relied on the estimate of fees in their decision to proceed with the application. If payment is not received as required by this agreement, the City will proceed to recover payment by action of assessment or a lien against the real property. Payment of the costs will be required whether the application is granted or denied. SIGNATURE Applicant's signature: M V Date: 1/28/2022 FINANCIAL BACKGROUND: 1. Have you ever filed for bankruptcy? No 2. Have you ever defaulted on any loan commitment? NO 3. Have you applied for conventional financing for the project? Not at this point although Riverwood bank in Monticello has been engaged and is assisting in that process. 4. List financial references: a. Bremer Bank St. Cloud b. Riverwood Bank Monticello C. Central bank of Branson 5. Have you ever used Business Assistance Financing before? SBA 504 through a previous business If yes, what, where and when? 2014 in Missouri. DirtZero, LLC was the borrower for a building purchase PROJECT INFORMATION: 1. Location of Proposed Project: 218 Chelsea road 2. Amount of Business Assistance requested? The GAP for this project is 1,543,599.15 3. Need for Business Assistance: Without adequate assistance the project doesnt happen e business Must have more physical space and it will need to expand 4. Present ownership of site: Powersports Services, LLC. 5. Number of permanent jobs created as a result of project? A minimum of 44 6. Estimated annual sales: Present: 13-15 million Future: 17 million 7. Market value of project following completion: $6 million 8. Anticipated start date: 5/1/2022 3 Completion Date: 3/30/2023 FINANCIAL INFORMATION: 1. Estimated project related costs: a. Land acquisition b. Site development c. Building cost d. Equipment e. Architectural/engineering fee f. Legal fees g. Off-site development costs 2. Source of financing: a. Private financing institution b. Tax increment funds c. Other public funds d. Developer equity $ 300,000.00 See attached sources and uses See attached sources and uses 4 PLEASE INCLUDE: 1. Preliminary financial commitment from bank. 2. Plans and drawing of project. 3. Background material of company. 4. Pro Forma analysis. 5. Financial statements. 6. Statement of property ownership or control. 7. Payment of application fee of $200. Overview Washburn Computer Group, Inc is a corporation that provides, repairs, and services point-of-sale (POS) products to the grocery, retail, and hospitality industries. The Company also repairs and sells POS products from front-end registers to back -end servers. The Company incorporated over 30 years ago and operates out of two locations; its headquarters in Monticello, Minnesota and Las Vegas, Nevada. Financial Summary The Company has reported net income in each of the last sixteen quarters. There are five main revenue streams. • Sales -Repair: Revenue from repairing downed customer equipment. • Sales -Retail: Income related to retail sales and their AE (Advanced Exchange) program. • Sales -Returns: Fees charged to customers for restocking. • Service -Income: Includes fees for service technicians labor and processing warranties for downed equipment. • Shipping -Income: Consists of margins made on shipping items or products for customers. Leadership Current leadership assumed ownership control at the end of August of 2021. The current owner, Mike Willard has 31 years of previous experience in the POS industry. Mostly recently with a nationwide POS service provider (Truro Retail Technologies) that Mr. Willard sold in 2011 but remained active with through 2021 on the service side. Most recently as the Director of Service. He stepped down from that role to assume his duties at Washburn in August of 2021. Dilemma The most recent quarter has seen explosive growth and the need for additional space to warehouse equipment. Currently with one offsite warehouse 2 blocks from the Monticello HQ and another auxiliary warehouse secured nearby for occupancy in March the need is still not met. With the 30+% growth in gross sales and clear demand for additional growth it has been determined that either an addition to the current location or moving to a larger facility that can accommodate this growth are the only viable options. 218 Chelsea RoadI 5000 W Oakey Blvd, #14 Monticello, MN 55362 Las Vegas, NV 89146 WashburnPOS.com I fJ (N,,BeaconWright County, MN Overview Legend Roads — CSAHCL — CTYCL — MUNICL — PRIVATECL — TWPCL Highways Interstate — State Hwy US Hwy City/Township Limits ❑ c ❑ t ❑� Parcels Torrens Parcel ID 155018002050 Alternate ID n/a Owner Address WCG BUILDING PARTNERS LLC Sec/Twp/Rng 14-121-025 Class 234- INDS LAND & BLDGS 218 CHELSEA RD Property Address 218 CHELSEA RD Acreage n/a MONTICELLO, MN 55362 MONTICELLO District 1101 CITY OF MONTICELLO 882 H Brief Tax Description Sect-14Twp-121 Range -025 OAKWOOD IND PARK Lot -005 Block -002 LT5 BLK2 ALSO TH PRTOF VAC FALLON AVE AS DES ON DOC1090937 WH LIES ADJ TO SD LT5 (Note: Not to be used on legal documents) Date created: 2/8/2022 Last Data U ploaded: 2/8/2022 9:14:35 AM Developed byL� Schneider w GEOSPATIAL EDA: 03/09/22 7. Consideration of Resolution #2022-07 Authorizing Interfund Loan for advance of certain costs in connection with Redevelopment TIF District #1-45 related to Deephaven Block 52 Redevelopment Proposal (JT) A. REFERENCE AND BACKGROUND: Staff is asking the EDA to consider Resolution #2022-07 authorizing an Interfund Loan for expenditures incurred in connection with TIF District #1-45 related to Deepahven Development's proposed redevelopment in Block 52. In authorizing the Interfund Loan Resolution, the EDA is assured of being able to use TIF proceeds to reimburse itself for expenses incurred related to establishing the TIF District prior to the approval of the TIF District by the City Council. An example of some of the costs that can be reimbursed by the increment include various site studies, hazardous material survey and mitigation expenses, along with land survey, platting and conveyance costs. While some of the site preparation may ultimately become the responsibility of the developer pending the timing of the project components, the interfund resolution provides the flexibility to continue necessary steps for redevelopment of the publicly owned parcels. Deephaven Development's vertical mixed use residential and commercial development proposal includes 87 rental residential units with access to an underground parking structure and 30,600 square feet of new commercial space on the ground floor along with surface level courtyard parking improvements. Deephaven presented the site plan at a joint City Council and Planning Commission meeting on March 1, 2022 which is a required step for PUD (Planned Unit Development) proposals. Deephaven's financial statements and proforma submitted along with the TIF application have been forwarded to Northland Securities for review and structuring of the deal terms. This review and dialogue with the developer will play out over the next several weeks and eventually lead to a clearer understanding of what costs will be able to be reimbursed through increment from the Block 52 development. As a reminder, the initial TIF District review action step was started at the regular EDA meeting of February 23, 2022 wherein a resolution was approved requesting the City Council to call for a public hearing regarding the establishment of Redevelopment TIF District #1-45. A calendar showing all the TIF District review schedule indicates the projected date for the EDA consideration of a Land Purchase -Sale and Redevelopment Contract will occur on June 8, 2022. Consideration of an Interfund Loan Resolution allowing tax increments to reimburse EDA expenses is a prudent step at this time. Al. STAFF IMPACT: The staff involved in this request includes the Economic Development Manager, Community Development Director, Finance Director and the EDA Attorney and Northland Securities, the financial advisor. EDA: 03/09/22 A2. BUDGET IMPACT: The budget impact related to considering the Interfund Loan Resolution is estimated to be approximately $550 +/-. Adopting the Interfund Loan Resolution has potential substantial positive budget implications as it will allow the EDA to be reimbursed for costs that are incurred in establishing the TIF District through future increment collections. A ballpark estimate of initial costs for items various studies and surveying -platting and land sale closing costs and legal fees ranges is estimated to be approximately $85,000. In the interim period, the EDA General Fund budget has sufficient dollars to cover the initial Block 52 costs related to TIF District #1-45. B. ALTERNATIVE ACTIONS: 1. Motion to adopt Resolution #2022-07 authorizing an Interfund Loan for advance of certain costs in connection with TIF District #1-45 related to Deephaven Development's Block 52 redevelopment proposal. 2. Motion to table consideration of Resolution #2022-07 for further research and/or discussion. C. STAFF RECOMMENDATION: Staff recommends Alternative #1. Approving the Interfund Loan Resolution is a TIF expense management tool that allows the EDA to be reimbursed for costs incurred related to establishment of TIF District #1-45 via the future increment collections. While it may be that the initial incurred costs can be covered by other funding sources, at this point in time, staff believe it is prudent to provide the potential to use increment generated through the new development proposal D. SUPPORTING DATA: a. EDA Resolution #2022-07 CITY OF MONTICELLO ECONOMIC DEVELOPMENT AUTHORITY RESOLUTION NO. 2022-07 AUTHORIZING INTERFUND LOAN FOR ADVANCE OF CERTAIN COSTS IN CONNECTION WITH TAX INCREMENT FINANCING DISTRICT NO. 1-45 (BLOCK 52) BE IT RESOLVED By the Board of Commissioners of the City of Monticello Economic Development Authority (the "Authority") as follows: Section 1. Background. 1.01. The Authority is proposing the creation of Tax Increment Financing District No. 1-45 (Block 52) (the "TIF District"), a redevelopment district, within the Central Monticello Redevelopment Project No. 1 (the "Redevelopment Project") pursuant to Minnesota Statutes, Sections 469.174 to 469.1794, as amended (the "TIF Act") and Sections 469.090 to 469.1082, as amended (the "EDA Act"). In connection with establishment of the TIF District, the Authority will approve a Tax Increment Financing Plan for the TIF District (the "TIF Plan"). 1.02. The Authority may incur certain costs related to the TIF District, which costs may be financed on a temporary basis from legally available Authority or City funds. 1.03. Under Section 469.178, Subdivision 7 of the TIF Act, the Authority is authorized to advance or loan money from any fund from which such advances may be legally made in order to finance expenditures that are eligible to be paid with tax increments under the TIF Act. 1.04. The Authority may incur certain costs related to the TIF District, including engineering expenses, a structural engineering report, the cost of a hazardous material survey, and other related preliminary expenditures (the "Qualified Costs"), in an aggregate amount of up to $85,000 which may be paid using Authority or City funds legally authorized for such purpose, and to reimburse such funds from tax increments from the TIF District when received. 1.05. The Authority intends to designate such advances as an interfund loan in accordance with the terms of this resolution and the TIF Act. Section 2. Repayment of Interfund Loan. MN190\159\778862.v1 2.01. The Authority hereby authorizes the advance of up to $85,000 in legally available Authority or City funds to pay the Qualified Costs, together with interest at the rate of 4% per annum (the "Interfund Loan"). Interest shall accrue on the principal amount of each advance from the date of such advance. The interest rate is no more than the greatest of the rate specified under Minnesota Statutes, Section 270.75, and Section 549.09, both in effect for calendar year 2022. The interest rate will not fluctuate. 2.02. Principal and interest ("Payments") on the Interfund Loan shall be paid semi- annually on each August 1 and February 1 (each a "Payment Date"), commencing on the first Payment Date on which the Authority has Available Tax Increment (defined below), or on any other dates determined by the City Administrator, through the date of last receipt of tax increment from the TIF District. 2.03. Payments on the Interfund Loan will be made solely from Available Tax Increment, defined as tax increment from the TIF District received by the Authority from Wright County in the six-month period before any Payment Date. Payments shall be applied first to accrued interest, and then to unpaid principal. Payments on this Interfund Loan may be subordinated to any outstanding or future bonds, notes or contracts secured in whole or in part with Available Tax Increment, and are on a parity with any other outstanding or future interfund loans secured in whole or in part with Available Tax Increment. 2.04. The principal sum and all accrued interest payable under this resolution is pre- payable in whole or in part at any time by the Authority without premium or penalty. 2.05. This resolution is evidence of an internal borrowing by the Authority in accordance with Section 469.178, subdivision 7 of the TIF Act, and is a limited obligation payable solely from Available Tax Increment pledged to the payment hereof under this resolution. The Interfund Loan shall not be deemed to constitute a general obligation of the State of Minnesota or any political subdivision thereof, including without limitation the Authority and the City. Neither the State of Minnesota, nor any political subdivision thereof shall be obligated to pay the principal of or interest on the Interfund Loan or other costs incident hereto except out of Available Tax Increment. The Authority shall have no obligation to pay any principal amount of the Interfund Loan or accrued interest thereon which may remain unpaid after the final Payment Date. 2.06. The Authority may at any time make a determination to forgive all or a portion of the outstanding principal amount and accrued interest on the Interfund Loan to the extent permissible under law. 2.07. The Authority may from time to time amend the terms of this resolution to the extent permitted by law, including without limitation amendment to the payment schedule and the interest rate; provided that the interest rate may not be increased above the maximum specified in Section 469.178. subd. 7 of the TIF Act. 2 MN190\159\778862.v1 Section 3. Effective Date. This Resolution is effective as of the date of its adoption. Adopted this 9th day of March, 2022 President ATTEST: Executive Director MN190\159\778862.v1 S M T W T F S 1 2 3 4 5 6 7 8M9 10 11 12 13 A 15 16 17 18 19 20 21 22 - 24 25 26 27 EN S M T W T F S 1 2 3 4 5 6 7 8010 11 12 13 = 15 16 17 18 19 20 21 22 - 24 25 26 27M 29 30 31 April 2022 S M T W T F S 1 2 34 6 7 8 9 10 12 13 14 15 16 17 18 19 20 21 22 23 24M 26 27 28 29 30 S M T W T F S 1 2 4 5 6 7 8 10 12 13 14 15 16 17 18 19 20 21 22M 24 - 26 27 28 29 30 31 Preliminary for Discussion City of Monticello Central Monticello Redevelopment Project No. 1 Establishment of Tax Increment Financing District No. 1-45 Redevelopment TIF District Block 52 Public Hearing on May 23 February23 EDA considers TIF application from developer February 23 EDA request City Council call for hearing March 14 City Council calls for public hearing March 18 Preliminary Draft TIF Plan distributed April 12 Last day for written notice to County Commissioner April 22 Last day for notice and TIF plan and fiscal implications to County and School District May 3 Planning Commission review May 9 Last day to submit public hearing notice to newspaper, by 4pm May 12 Public hearing notice published in the newspaper May 23 Public hearing and establishment of TIF District S M T W T F S 1 2 3 4 56 8 9 10 11 June 8 12 14 15 16 17 18 19 20 21E2 23 24 25 26M 28 29 30 EDA approval of TIF, subject to Council approval * Timing of request for certification of the TIF District may occur before or after June 30, 2022. Timing will depend on specific facts for the project and timing for commencement of the project. N otes: 1City Council regular meeting dates. 2 Economic Development Authority (EDA) regular meeting dates. 3 Planning Commission regular meeting dates. 4 City publication dates need to be confirmed and added to calendar. NORTHLAND �,,r- PUBLIC FINANCE 2/3/2022 EDA Agenda: 03/09/22 8. Consideration of authorizing a Request for Proposal for Limited Environmental and Structural Engineering Analysis in connection with Block 52 Redevelopment Proposal by Deephaven Development and proposed structure demolition activities (JT/AS) A. REFERENCE AND BACKGROUND: The EDA is asked to consider action authorizing a Request for Proposal (RFP) for a limited environmental and structural analysis related to Block 52. The specific concern regarding the environmental and/or structural analysis elements relates to the proposed future demolition of EDA -owned buildings and a need to understand structural engineering elements as several of the buildings share walls; some with buildings that are expected to remain in place, and also the building conditions and interactions with public infrastructure. Remaining tenants in the buildings have all made plans to vacate by early May 2022. Once the tenants vacate the buildings, the structures will then be secured. Staff believe the next logical step following tenant move outs involve limited environmental and structural engineering analysis. A summary of the work task is described below. Environmental & Structural Engineering Analysis and Impacts Review with Recommendations The EDA will need confirmation that no environmental or structural hazards would complicate demolition of the existing structures throughout the EDA owned area of Block 52 and the areas that form the perimeter edges of the Block and the relationship with the existing public infrastructure. In addition, due to the proximity and building conditions, including a common wall, between 121 West Broadway and the adjacent 149 West Broadway building, a structural engineering analysis with impact mitigation recommendations is being sought. Al. Staff Workload Impact: Staff involved in this process include the Community Development Director, the Economic Development Manager and the Financial Advisor and EDA Attorney. The administration and execution of the actual evaluation and analysis work tasks may also require coordination between the Community Development, Department of Building Safety, Engineering and Public Works departments. It should be noted that numerous work task activities involving both in-house staff and consultants have been completed since the EDA's acquisition of 113 West Broadway on December 17, 2021. They are noted below. ✓ Tenant relocation tasks (being performed by WSB & Associates) ✓ Review relocation payment claims and sign off for City Council payment approval ✓ TIF Qualification Blight -Substandard Conditions Survey (Completed by LHB on 01-27-22) EDA Agenda: 03/09/22 ✓ TIF Qualification Blight -Substandard Condition Report — being worked on by LHB ✓ Completed Redevelopment Grant Application and Submitted to MN -DEED on 02-01-22 ✓ Reviewed Redevelopment TIF Application Submittal by Deephaven Development — Received on 02-01-22 ✓ EDA approved Resolution on 02-23-22 calling for City Council to hold a public hearing regarding the establishment of TIF District #1-45 A2. Budget Impact: Staff is requesting authorization to solicit RFPs for the limited environmental and structural engineering analysis study. Funding may be sourced from increment generated from new development in Block 52 (TIF#1-45) and/or existing TIF District with extra funding, 1-6 funds, 1-22. In the interim period, the EDA General Fund has sufficient funding to cover the expected cost of the work. B. ALTERNATIVE ACTIONS: 1. Motion to authorize staff to proceed with solicitation of Request for Proposal (RFP) for Limited Scope Environmental and Structural Analysis study related to Block 52 redevelopment efforts and more specifically proposed demolition of existing structures. 2. Motion to table authorization to proceed with solicitation of Requests for Proposal (RFP) for further research and/or discussion. 3. Motion of other. C. STAFF RECOMMENDATION: Staff recommends alternative #1. With tenant move outs completed or scheduled, it is logical to schedule the limited environmental and structural engineering analysis for Block 52 as a next step. D. SUPPORTING DATA: a. RFP Draft b. Aerial Site Image c. LHB Email re Blight — Substandard Conditions Request for Proposal (RFP) Limited Environmental and Structural Engineering Analysis Block 52 March 4, 2022 The City of Monticello Economic Development Authority (EDA) is releasing the Request for Proposal (RFP) regarding services for a Limited Environmental and Structural Engineering Analysis related to Block 52 Redevelopment activities and more specifically the proposed demolition of six existing building structures. Several of these EDA owned building structures have shared walls (commons walls). That condition is also the status of an EDA owned building that is proposed to be demolished along with a building that is privately owned that is expected to remain in place and continue to house the current occupant, a mattress store. It should be noted that all the Block 52 buildings are of an age and vintage (1910 to 1940) that there may be structural conditions thatwarrant further understanding and impact mitigation steps/procedures. Also, to be noted, several of the buildings have basement areas constructed of field stone/bou Ider rock materials. The area where the buildings are located is confined to Block 52 which is located in the core of the historic downtown area of the City of Monticello. The EDA and City combined currently own 83 percent of the land area of the Block. Those parcels contain six (6) building structures. The Block 52 properties owned by the EDA identified for proposed demolition are listed below. 1. 121 West Broadway, Monticello, MN 55362 *** 2. 113 West Broadway, Monticello, MN 55362 3. 107 West Broadway, Monticello, MN 55362 4. 101 West Broadway, Monticello, MN 55362 5. 103 Pine Street, Monticello, MN 55362 6. 112 River Street, Monticello, MN 55362 Please note that the building located at 121 West Broadway *** shares a wall and roof connection with the privately owned building located at 149 West Broadway (this building is privately owned and currently houses a mattress store). It is expected that the Scope of Work will include the evaluation of all buildings related to demolition activities and processes in regard to interactions with Broadway Street and Pine Street (MNTH#25), identification of impacts and recommended mitigation actions. All the buildings have public services (sewer and water) served from the Public ROW. The building's interaction with the public infrastructure systems should be evaluated with impacts identified and recommended mitigated steps/procedures to maintain public infrastructure system functional integrity. In addition, the zero -lot line building setback from the ROW condition and interaction with the sidewalk-publicwalkways should be further evaIuated in the realm of potential need for structural support to avoid damage and maintain infrastructure system integrity due to the proposed demolition work. RFP responders should include all costs associated with staff time (including travel) and materials to perform the inspections and complete appropriate reports-studies. Responders should also include evidence of credentials to perform desired work components and a sample list of past similar inspection projects completed in Minnesota. The RFP responder(s) should be aware that the selected RFP Responder will be asked to provide liability insurance as part of entering into a contract for services. Attached ExhibitA provides additional information including an aerial photo where the demolition will be taking place. The EDA may seek additional information from the RFP responders as needed. It also reserves the rightto modify the scope of work as part of entering into a potential service contract. Finally, the EDA also reserves the rightto reject any and all RFP submittals if it is deemed appropriate based on cost, timeline adjustments or other factors. The deadline forsubmittal of the RFP is March 30, at 4:00 p.m. RFP Questions about the RFP can be directed to Jim Thares, Economic Development Manager, phone # 763- 271-3254 or email at iim.thares(a)_ci.monticello.mn.us. RFP responses should be submitted via email to Jim.thares(a_)ci.monticello.mn.us and/or Hayden.stensgard(cDci.monticello.mn.us. From: Mike Fischer To: Jim Thares Subject: Monticello Block 52 TIF Analysis Date: Thursday, January 27, 2022 2:26:43 PM Attachments: imaae001.pno Jim, I just talked with our inspector, Phil Fisher. He has completed his inspections of the Block 52 buildings and based on his many years of experience, he is confident that your proposed TIF District will easily meet the substandard qualifications. You should feel confident moving forward with your planning while we prepare the individual building reports and ultimately the FINAL TIF report. Please let me know if you have any questions. Thankyou Mike Michael A. Fischer, AIA, LEED AP Pronouns: he, him, his I Why are my_pronouns included? 701 Washington Avenue North, Suite 200, Minneapolis, MN 55401 0 Direct 612-752-6920 1 Cell 612-251-7197 LHBcorp.com LHB, Inc. I PERFORMANCE DRIVEN DESIGN. EDA Agenda: 03/09/22 9. Consideration of authorizing a Request for Proposal for Pre -Demolition Hazardous Materials Survey related to the Block 52 Redevelopment Proposal by Deephaven Development and proposed structure demolition activities (JT/AS) A. REFERENCE AND BACKGROUND: The EDA is asked to consider action authorizing a Request for Proposal (RFP) for a Pre - Demolition Hazardous Materials Survey related to Block 52. A Hazardous Materials Survey is required as part of structure demolition activities. The Survey will identify existing hazardous materials in the buildings and/or sites and specify its removal and process. All of the Block 52 buildings owned by the EDA are of an age and vintage (19 10 to 1940) that they may have minor amounts of various hazardous materials such as asbestos or other such substances. The remaining tenants in the buildings have all made plans to vacate by early May 2022. Once the tenants vacate the buildings, the structures will then be secured. Staff believe the next logical steps following tenant move outs involve Hazardous Material Surveys. Al. Staff Workload Impact: Staff involved in this process include the Community Development Director, the Economic Development Manager and the Financial Advisor and EDA Attorney. The administration and execution of the actual evaluation and analysis work tasks may also require coordination between the Community Development, Department of Building Safety, Engineering and Public Works departments. A2. Budget Impact: Staff is requesting authorization to solicit RFPs for the Hazardous Material Survey work tasks. Funding may be sourced from increment generated from new development in Block 52 (TIF#1-45) and/or existing TIF District with extra funding, 1-6 funds, 1-22. In the interim period, the EDA General Fund has sufficient funding to cover the expected cost of the work. B. ALTERNATIVE ACTIONS: 1. Motion to authorize staff to proceed with solicitation of Request for Proposal (RFP) for Hazardous Material Surveys related to Block 52 redevelopment efforts and more specifically to the proposed demolition of existing structures. 2. Motion to table authorization to proceed with solicitation of Requests for Proposal (RFP) for further research and/or discussion. 3. Motion of other. C. STAFF RECOMMENDATION: Staff recommends alternative #1. With tenant move outs completed or scheduled, it is EDA Agenda: 03/09/22 logical to schedule the next step task of Hazardous Material Surveys of each of the existing Block 52 building structures that will be demolished in the coming months. D. SUPPORTING DATA: a. RFP Draft b. Aerial Site Image c. MPCA Pre -Demolition Checklist Request for Proposal (RFP) Pre -Demolition Hazardous Materials Building Survey March 4, 2022 The City of Monticello Economic Development Authority (EDA) is releasing the Request for Proposal (RFP) regarding services for a Pre -Demolition Hazardous Materials Building Survey. The Survey will identify existing hazardous materials in the buildings and/or sites and specify its removal and process. The area where the buildings are located is confined to Block 52 which is located in the core of the historic downtown area of the City of Monticello. The EDA and City combined currently own 83 percent of the land area of the Block and six building structures located on the subject parcels. All of the Block 52 buildings owned by the EDA are of an age and vintage (1910 to 1940) that they may have minor amounts of various hazardous materials such as asbestos or other such substances. The pre -demolition hazardous material building surveys will be performed in general compliance with applicable federal and state regulations for the six properties identified for demolition. The properties identified for possible demolition are located on Block 52 in Monticello, MN with addresses listed below. 1. 121 West Broadway, Monticello, MN 55362 2. 113 West Broadway, Monticello, MN 55362 3. 107 West Broadway, Monticello, MN 55362 4. 101 West Broadway, Monticello, MN 55362 5. 103 Pine Street, Monticello, MN 55362 6. 112 River Street, Monticello, MN 55362 RFP responders should include all costs associated with staff time (including travel) and materials to perform the inspections and complete appropriate reports -studies. Responders should also include evidence of credentials to perform desired work components and a sample list of past similar inspection projects completed in Minnesota. Attached Exhibits A and B provide additional information including an aerial photo where the demolition will be taking place, as well as the Pre-Renovation/Demolition Environmental Checklist from the Minnesota Pollution and Control Agency. The deadline for submittal of the RFP is March 30, at 4:00 p.m. RFP Questions about the RFP can be directed to Jim Thares, Economic Development Manager, phone # 763- 271-3254 or email at nim.tharesCa�ci.monticello.mn.us. RFP responses should be submitted via email to Jim.thares(cD-ci.monticello.mn.us and/or Hayden.stensgard(a-)ci.monticello.mn.us. Minnesota Pollution Pre- Renovation/ Demolition Control Agency 520 Lafayette Road North Environmental Checklist St. Paul, MN 55155-4194 Asbestos Program Doc Type: Compliance/Enforcement Correspondence Minn. R. 7035.0805 requires that you remove the items below before starting a renovation or demolition project, and then manage and recycle or dispose of them correctly. This checklist is provided to help you manage the project and does not need to be submitted to the Minnesota Pollution Control Agency unless requested. Project Information Structure owner Structure information Name: Building name: Address: Address/Location: City, State, Zip: City, State, Zip: Contact name: Age of bldg (yrs): Size of bldg (sq ft): Phone number: Present use of bldg: Demolition contractor Prior use of bldg: Name: Address: Dates of renovation, demolition, or fire training burn: City, State, Zip: Start date: End date: Contact name: (mm/dd/yy) (mm/dd/yy) Phone number: Mercury Qty Qty Qty Batteries Firestats: Smoke detectors: Manometers: Boiler insulation: Emergency lighting systems: Thermometers: HVAC duct insulation: Elevator controlpanels: Boilers, furnaces, heaters, Ductwork flexible fabric Exit signs: and tanks connections: Security systems and alarms: Mercury flame sensors by Fireproofing materials: Lighting ilot lights: Fire doors: Fluorescent lights: Manometers, thermometers, Flooring: High intensity discharge gauges: Vinyl floor tile: Metal halide: Pressure-trol: Vinyl sheet flooring: High pressure sodium: Float or level controls: Asphalt tile: Mercury vapor: Space heater controls: Linoleum paper backing: Neon: Electricals stems Mastic/glue (floor tile, carpet, etc.) Switches for lighting using Load meters & supply relays: Electrical mercury relays (look for any Phases litters: Electricalpanels: control associated with exterior Micro relays: Electrical wiring insulation: or automated lighting systems): Mercu displacement relays:. Heating and electrical "Silent" wall switches: Asbestos ducts/conduit: Heating, ventilating, and Boiler rooms Pipe and other insulation air conditioning systems Boilers, furnaces, fireplaces, Aircell (corrugated cardboard): Thermostats: and their components: Millboard: A uastats: Cement sheets near heating Preform: Pressurestats: equipment: Joint compound: www.pca.state.mn.us 651-296-6300 800-657-3864 TTY 651-282-5332 or 800-657-3864 Available in alternative formats w-sw4-20 • 7116109 Page 1 of 2 Asbestos (continued) Spray applied insulation: Blown -in insulation: Block: Surfacing materials Acousticalplaster: Decorative plaster: Textured paints & coatings: Spray -applied materials acoustical, decorative, or insulative : Roofing Roofing shingles: Roofing felt: Base flashing: Cement materials Transite Cement pipes (flues & vents): Cement wallboard: Cement siding: Pegboard: Ceiling materials Ceiling titles: Ceiling tile adhesives (pucks): Lay -in ceiling panels: Acoustical tiles: Miscellaneous Taping, joint, and spackling compound: Caulking/putties: Fire curtains and blankets: Laboratory hoods, table tops, gloves, etc.: Gaskets: Qty Qty Qty ChloroFluoroCarbons Lead -acid batteries (lighting, exit Fire extinguishers both portable signs, security systems): and installed halon suppression Lead flashing molds and s stems): roof vents: Air conditioners (rooftop, room, and central): Walk in coolers (refrigeration or cold storage areas): Water fountains and dehumidifiers: Refrigerators/freezers/chillers: Heat pumps: Vending machines/food display cases: Poly -Chlorinated BiPhenyls (PCBs) Transformers: Transistors: Capacitors: Heat transfer equipment: Light ballasts: Lead Lead-based paint (woodwork, metal equipment, interior/ exterior uses): Lead pipes and solder: Lead -lined X-ray rooms: Other Solid waste (all non -building components such as unattached carpet, files, books, trash, desks, chairs, etc.) must be removed prior to demolition: Hazardous waste (including household) must be properly handled and disposed of prior to demolition: Oil used oil, hydraulic oils in door closers, elevator shafts, etc. must be collected and properly disposed of prior to demolition: Tanks (no evidence of former heating tanks or storage tanks exist): Appliances must be recycled by an appliance rec cler: Electronics: If you have questions or comments about this checklist, identify any additional items not found in this list, or would We to discuss an individual project, contact the Minnesota Pollution Control Agency at 651-296-6300 or 1-800-657-3864. Affiliation with project: _ Title: Printed name: Date: Important Note: This guidance document is not intended as a substitute for reading Minnesota Rules and Statutes and making your own independent determination of their applicability to your renovation/demolition project. Examples in this guidance document do not represent an exhaustive listing of type of materials that may be required to be removed from a building prior to renovation/demolition. www.pca.state.mn.us 651-296-6300 800-657-3864 TTY 651-282-5332 or 800-657-3864 Available in alternative formats w-sw4-20 • 7116109 Page 2 of 2 EDA Agenda: 03/09/22 10. Economic Development Director's Report (JT) A. The Wright County Economic Development Partnership (WCEDP) held the 2022 Annual Meeting in Monticello at River City Extreme on Friday, January 28, 2022 at 7:30 a.m. The WCEDP 2021 Annual Report and the recently adopted Strategic Plan are attached as Exhibits A and B. B. Redevelopment Grant Update: A $517,500 Grant application was submitted to MN -DEED on 2-1-22. Staff have responded to a couple of follow up questions from the DEED review team. If the grant is awarded to the EDA, it will help with demolition and hazardous materials mitigation in the existing structures. C. Prospect List Update: Please see the updated Prospect List as Exhibit A. T/.ed Varig h r Ccunrg Economic Development Partnership R7APejIng for Opnrje� Strategic Plan �Tly*&Tfy� I MYRES CONSULTING, LLC BRIAN MYRES 320-260-6681 brian.myresOgmail.com 7491 86th Ave SE Clear Lake MN 55319 Building bridges to a brighter future! It's all about partnership and collaboration. K r_ Sim 0 a uburban MANUFACTURING, INC. .. • . .� xrv'... 1 . � � j,• "T..iL„..2. Mix -i p.TCL:il i. fn'l. i . �' .. .. .... ni rt 1 r....� .x.11L. t. . ..f i ..... .. -.b. ..�. .�� .. ... .... .. .. i 'f�>•� y i�g' �., y�u'i1 ..Z i� � ! h l d. - c M.:� 7-� �3 ��a �t •F s i- r; �.-+,a Y .. � �'ai� � � )' S meq. Executive summary Wright County is located Northwest of Minneapolis and has a population of approximately 141,000 people with a mix of rural and suburban communities including residential, agriculture, retail and commercial industrial development. The county has seen significant growth over the last several decades and is expected to continue to be part of a high growth area of the state out to 2053. Wright County advantages for economic development: • The county's proximity to the metropolitan areas of Minneapolis/St Paul and St Cloud. • Access to good transportation (access to 1-94, rail and state highways) • Quality of the workforce (work ethic) • Lower land costs compared to more urban areas • Supportive local regulatory environment • Age of the working population • Diversity of industries currently in the county • Favorable cost of housing compared to metro • Favorable cost structure of labor compared to metro • Established EDA's at county and several cities • WCEDP reputation, engagement and collaboration with business, governmental units, non -profits and educational institutions. Wright County opportunities to enhance economic development: • Expansion of available workforce • Enhance higher educational opportunities in the county • Expand on the full continuum of housing options 11 • Enhance infrastructure assets • Enhance quality child care resources • Enhance broad band in rural areas • Improve brand awareness in areas outside of the county Resource constraints: Given the partnership has a staff of two people with a large agenda and a volunteer board, it is important that the staff and WCEDP resources are allocated toward the strategic priorities with the greatest impact in the county. Additionally, staff needs to determine when contractors or other organizations may be needed to perform certain tasks when staff does not have the resources to perform these tasks. Role of WCEDP The role of the WCEDP is to collaborate with the county and city EDA's, chambers, educational institutions, non -profits and the private sector to promote economic development in the county. Its primary roles are: • Providing economic development technical expertise, support and connections • Conducting business, retention and expansion visits • Attracting, developing and retaining talent • Marketing the county to promote the attraction and retention of talent and increased commerce • Building countywide economic development capacity that promotes healthy economic development. 5 Our Mission To support a healthy and diverse environment for businesses and residents that provides employment opportunities and enhances the overall economic vitality of Wright County Our Vision Wright County is a highly desirable place to live, work and own a business. Strategic imperatives: • Business retention and expansion • Workforce development and attraction • Marketing the County as a great place to live, work and do business • Build economic development capacity across the county For additional detail regarding the strategies, tactics and resource allocation see plan details below. [e Strategic Imperatives detail Business development, expansion and retention • While the Partnership's focus is to serve the economic development needs of all businesses in the county, it also encourages engagement by all businesses, governmental units, educational institutions and non -profits to work in partnership to expand the resources working toward greater economic development in the county. • Business retention and expansion will be a primary focus of the organization. • While business attraction is a secondary focus given the labor shortage and the resources available for this activity, the WCEDP will continue to work with MN DEED on business attraction and work collaboratively with chambers, EDNs and cities and townships as opportunities develop. • In 2021 the WCEDP made 13 business development, expansion and retention visits. During 2022-2024 the WCEDP will make 12-15 of these visits per year. • Since many of these visits involve area city, county and chamber representation, it is necessary to have great coordination with the other collaborators and solid agendas to make the meetings as productive as possible. • Great follow up is key to these visits and making sure that the needs of the businesses are heard and that the businesses are connected with the resources they need. 7 2022-2024 Priorities Strategies Business development, expansion and retention Tactics Role Business Prioritize businesses with greater needs Collaborate with area chambers, cities and Lead expansion and and businesses with 20 to 30 employees EDA's to conduct these visits to identify needs retention visits for BRE visits and provide assistance where needed Grant Research, Continue to assist with administration of Administration Federal and State grant funding to businesses where needed by local government entities Responding to individual business needs Budget impact Full Board / Task Force/ Staff 0 2021-13 visits completed Average goal for 2022-2024 12-15 visits per year Work with area cities, county and EDNs to I Partner $3000 x 5 years = I Staff administer and seek additional opportunities $15,000 for funding area businesses, research other available grant opportunities and be able to have a matching amount available when required Respond and track all types of inquiries to Continue to build positive relationships with Lead and $3000 x 5 years = Staff/Full Board identify resources to assist businesses partners in the county and state to bring collaborate I $15,000 with growth, retention and expansion greater resources to Wright County opportunities businesses and engage with contracted individual to assist with business planning, technical assistance, etc. Participation on Prioritize involvement based upon EDA's Develop an EDA and chamber GAP analysis Lead local city EDA's with greatest needs and highest to identify those with greatest needs. opportunities. Financial In Seek connections with businesses Continue to be main point of contact to SBA, Partner packaging seeking financing and make referrals to SBDC,bankers, accountants and legal Assistance professionals to support appropriate funding options 01 Staff 0 I Staff/Finance Task Force Administer revolving loan fund Continue to promote and administer Work with individual businesses to complete Lead revolving loan fund if funds become applications, have Finance Task Force review uncertified. and make determination, present to County Board for final approval and administer funds in an efficient manner, follow up with loan recipients for repayment completion Partner Continue to grow the membership and Develop deeper relationships with existing Lead Development sponsors of the partnership to increase and new partners to retain and expand the public/private collaboration in economic membership through regular personal and development electronic contact Map relationships Allocate time based upon the individual After completion of the mapping of the Lead with EDA's, needs of each entity various EDA's, chambers and cities, each chambers and entity will be evaluated and an individual plan cities to identify made to help fill any economic development collaborative gaps gaps, build relationships and identify ways to improve collaboration. Partner communications Determine how partners want to communicate with the partnership (in by phone, email, zoom) to provide Continue to be a convener of local chambers, EDAs and cities to build county wide economic development focus, hold special events/training sessions to provide technical assistance Use membership invoices and thank you Lead notes to encourage connections by various means. vice to each entity. Reinforce WCEDP imperatives in newsletter, Lead provide links to website, feature business news about partner and non partner organizations Revive the production of a member directory/ Lead resource guide, review spnsorships/ad sales to offset costs i 0 I Staff/Finance Task Force $3000 x 5 years = $15,000 0 Staff Staff/ Full Board $1200 x 5 yearsI Staff = $6000 01 Staff Staff $3000 x 5 yearsI Staff = $15.000 9 Workforce development and attraction • Given the labor shortages existing across the country and specifically in Wright County, it is essential that there is a focused effort to attract and develop talent. • For there to be success in workforce development and attraction, it is essential that the WCEDP lead in this collaborative effort with the businesses and educational institutions within the county. • Strong partnerships with higher educational institutions outside the county is key to both recruiting and developing the talent pool. • Given Wright County's proximity to both the Mpls/St Paul and the St Cloud metropolitan areas, there is great opportunity to attract talent either commuting to or from Mpls/St Paul or living in the St Cloud area. • The Workforce Pathways program has been very useful in promoting career readiness and creating exposure to the careers available in the county. This program will be expanded to more schools during the planning horizon. • The CEO program has been successful and will be expanded to grow the impact of the program. • With high competition for workforce, the WCEDP will continue to advocate for county amenities that will improve the quality of life in the county to attract and retain talent in the county. • Given the homogeneous nature of the current population, it may be difficult to attract workers of different races to the community. Encouraging the schools, business and local government to develop strategies to be an inclusive community could help the recruitment of future workers. 10 2022-2024 Support the workforce development needs of the county Build strong relationships with educational institutions for recruiting Support the development and retention of resources to improve the competitiveness of Wright County in attracting talent 2022 Strategic Plan - Workforce development Work with educational institutions to develop workforce skills to meet the needs of local businesses Focus on recruitment of students to work in Wright County Childcare, transportation, a continuum of housing, broad band, improved infrastructure, skill development and mental health are priorities in attracting talent Identify hard and soft skills Advocacy and including leadership support development needed by business and work with educational institutions to improve the skills of the Wright County workforce Inventory CTE programs in Partner schools and help connect with local businesses Further develop relationships Lead with SCTCC, Bridgewater, Wright Technical Center, CMJTS and others to develop and recruit workforce Support county wide efforts for Advocate increased childcare resources, improved transportation, broad band and workforce flexibility and benefits Staff/Full Board/ Task Force/Committee Staff Staff Staff/Full Board Staff / Full Board 11 Continue to administer and promote the CEO program Workforce pathways program Expand the reach of the CEO program in the county Further develop the workforce pathways program Continued development of 'Partner CEO program, expanding the reach toward schools in effort to increase sponsor relationships, marketing program, additional hourly wage to facilitator for additional meetings with schools, mentors, sponsors, reserve fund for lean years Develop curriculum for 9 school districts to engage students in Workforce pathways, soft skills, work ethic etc. Ongoing marketing of available jobs, training opportunities, County amenities, 000 x 5 years = $30,000 Lead/partner $6,000 x 5 years = $30,000 Staff/ Full Board/ CEO Board Staff/ Marketing - Membership Task Force/ Workforce Pathways Committee Staff/Workforce Pathways Committee `N Marketing the county as a great place to live, work and do business • Based upon the board's analysis and comments in the stakeholder survey, it is evident that the WCEDP needs to lead the marketing of the County as a great place to live, work and do business. • This is an opportunity to promote the tangible assets of the county and help all businesses in the county attract commerce and a quality workforce. • There was a comprehensive marketing strategy developed in 2015 which was focused primarily on the attraction of new businesses to Wright County. Many of the strategies outlined in the document have been implemented and have been successful. • Given the need to attract talent to the region, a new marketing strategy will be developed with its primary focus on the attraction of talent. The audiences for this marketing will be workers in the St Cloud area who commute to the metro and workers in the metro that want to live in a safer, less busy, smaller community with great amenities and quality of life. • The website and the e -letter have been very successful in communicating with the business community. With the new focus on attracting talent, the site will be upgraded to better feature the quality of life and the great careers available in the county. • A web site and SEO audit will be conducted to determine the effectiveness of the current website and inform the digital marketing strategy going forward. • A countywide resource guide will be developed to promote the different communities and their unique characteristics. • Through this marketing campaign there is an opportunity to show Wright County as a welcoming community to all. 13 2022 Strategic Plan - County wide marketing 2022-2024 Priorities Tactics Role Budget impact Staff/ Full Board/ Task Strategies Nw Force Develop a marketing plan for the attraction of talent, promoting local commerce and attraction of businesses to Wright county Develop countywide brand, tagline Select marketing firm to assist in Lead $20,000 x 1years = and brand guidelines that appeal to developing strategy and $20000 target audiences promoting jobs, implementation of tactics to $10,000 x 4years = safety, schools, cost of living, successfully market the county $40,000 workforce pathways program etc. Identify target audiences NW/SE of Explore sponsorship opportunities Lead Wright county to be reached with to assist in funding marketing Develop cost efficient marketing tactics to influence target audiences Develop content based upon target audiences, brand guidelines and attributes of the county Revamp website to reflect branding, I improve SEO and promote Wright county to target audiences Develop attribution measurements By monitoring web traffic, clicks etc, to measure return on investment staff can determine the and review quarterly Complete annual marketing review to review results and refine strategy effectiveness of marketing spend Staff/Marketing- Membership Task Force Staff Staff Staff Staff Staff Staff/Marketing- Membership Task Force `E Ilia 1 .11�� Promoting the county's assets 15 Develop strategy to Work with area commercial real estate Maintain Site Selectors Page on Partner $1200 x 5 years = $6000 Staff promote non- firms to enhance links to realtors on website county owned the WEB site and other channels commercial and industrial property for sale in Wright County Create a Showcase the high quality of life, safe Feature all cities and special sites Lead $3000 x 5 years = $15,000 Staff Countywide living and low cost of living in Wright within townships, as well as special Resource guide County events for the year Ilia 1 .11�� Promoting the county's assets 15 Economic development capacity building across the county • Given the need for additional resources to promote economic development in the county, it is essential that the WCEDP continues to collaborate with the county and city EDA's and chambers and work to build additional economic development capabilities within these organizations. • Since there are a variety of different sized cities and chambers with different levels of skills and tools available to promote economic development, staff will conduct an inventory of its collaborators and create a roadmap to help build the capacity of these organizations. • WCEDP has been a leader in bringing economic development organizations together and will use these relationships to expand the collaboration through educational seminars on relevant topics to economic development and workforce well being. • The partnership will continue to promote its networking events as a means of building enthusiasm for economic development, collaboration between various sectors and create additional community engagement. • The partnership will continue to be an advocate and community resource to promote infrastructure necessary to promote the economic development of the county mewY ' .F'A Helping main street! 16 2022 Strategic Plan - Economic development capacity building 2022-2024 Priorities Strategies Partner to build Identify city EDA's and economic chambers in the county development that have economic capacity for area development gaps and cities collaborate with them to build their capacity Economic development capacity building for cities, townships, businesses and residents Tactics Role Build economic Lead development checklist of best practices in BRE and train/assist in implementing in EDA's and chambers Conduct three capacity building seminars annually Seminar ideas: mental healthiness, zoning pros & cons, workplace innovations to retain and recruit talent, working from home pros and cons, education of elected officials in economic development strategies, How to start a business - Budget $1200 x 5 years = $6000 Full Board/ Task Force/ Staff Staff Lead $2000 per Event x 3 4events in Staff/ Special Events events per year x 5 2021-1)Energy Task Force years =$30,000 Efficiency-Amplio, Xcel, Venue, SME, Wright Hennepin Marketing, Food Electric 2)Downtown Pedestrian Experience - Peter Bruce 3)Small Business Financing - Edward Jones, CorTrust Bank, USDA RD, CMDC, Amplio 4)State of the Economy- Wright County --DEED Commissioner Steve Grove, GreaterMSP, DEED Labor Analyst 17 --7 --F Develop networking Annual meeting Continue to develop Lead $6,000 per year for Possible future Staff Special Events opportunities to Golf Fundraising Event sponsorships for 5 years = $30,000 Networking events- Task Force support economic Annual Holiday Social events and provide Quarterly Chamber development Event Attendance -Director quality networking Summits (Invite all opportunities Chamber Directors/ Presidents to get together to discuss best practices, WC Brewery/ Orchard Tour, WC Occasional Shops Tours, Motorcyle/Classic Car Show and Run and Hiring Event at the WC Fairgrounds Infrastructure Advocate for infrastructure Work with local Advocate Broadband, Childcare, Staff/Full Board that enhances county governments to Housing, Transportation economic development understand infrastructure needs and opportunities W Strategic planning process: The process used to complete this strategic plan was to survey stakeholders utilizing an online survey which was sent out by email to approximately 1200 businesses, educators, non -profits and local government officials asking participants about their impressions of the work of the WCEDP, the state of the local economy and what the greatest challenges were in growing their businesses. This survey was completed in November 2021 with 49 individual respondents. The board of the WCEDP participated in a half day retreat at the Wright Technical Center where they reviewed the survey results, demographic data, population trend data and discussed the work of the WCEDP. Based upon this review, the group prioritized the importance of the various activities and discussed where higher or lower emphasis should be placed over the planning horizon. The Executive Director of the WCEDP worked with the consultant to further develop the strategies, tactics and focus of the strategic plan, which was presented to the management committee of the WCEDP for review and comment in December 2021. After the plan had its final review and edits, it was approved by the full board and communicated to the Partnership at its January 2022 annual meeting. Economy As the global and national economy is responding to the impacts of the pandemic and its aftermath, there will continue to be impacts on the local and regional economy as well. Inflation has spiked to forty year highs. Workforce participation rates have fallen dramatically as many people have left the workforce. Supply chains continue to be slow due to a lack of truck drivers and port workers along with pent up demand for products by consumers. 19 Housing costs have risen dramatically over the past year and demand for all types of housing is driving rents and home prices higher. Workforce housing is in very high demand. Pandemic related fiscal and monetary policy continue to stimulate the economy which is causing an increased need for workers as consumer demand increases. Wage rates are escalating as businesses struggle to find qualified applicants. The state of Minnesota has a $7.7 billion surplus and additional government funding for infrastructure will be forthcoming from the federal government. • All of the above factors are impacting the economy in Wright county and present both opportunities and threats to economic development. • The economy of Wright County is diversified with a mix of manufacturing, health care, retail sales and accommodations and food sales. Median household income is $84,974 and per capita income is $36,260 with 5.2% of the population in poverty. The county has about 3400 employers providing products and services both inside and outside Wright County. • Given the inflationary pressures and lack of available workforce, economic development will be challenged across the country. • Inflation plus increasing crime in urban areas and the ability to work remotely has the potential to cause workers to seek more suburban and rural areas which could be an opportunity for Wright county. 20 Below is a snapshot of key economic statistics for the county provided by DEED as of July 1 2019 which is the latest information available. ® Population estimates, July 1, 2019, (V2019) 138,377 Economy 3,413 e In civilian labor force, total, percent of population age 16 years+, 2015-2019 74.2% ® In civilian labor force, female, percent of population age 16 years+, 2015-2019 70.3% ® Total accommodation and food services sales, 2012 ($1,000) (c) 123,821 6 Total health care and social assistance receipts/revenue, 2012 ($1,000) (c) 397,728 Total manufacturers shipments, 2012 ($1,000) (c) 1,184,940 8 Total retail sales, 2012 ($1,000) (c) 1,713,538 e Total retail sales per capita, 2012 (c) $13,457 Transportation 302 Mean travel time to work (minutes), workers age 16 years+, 2015-2019 30.5 Income $ Poverty 900 9 Median household income (in 2019 dollars), 2015-2019 $84,974 6 Per capita income in past 12 months (in 2019 dol€ars), 2015-2019 $36,260 ® Persons in poverty, percent 85.2% Businesses ® Total employer establishments, 2019 3,413 ® Total employment, 2019 39,381 0 Total annual payroll, 2019 ($1,000) 1,753,184 6 Total employment, percent change, 2018-2019 2.6% 8 Total nonemployer establishments, 2018 9,887 ® All firms, 2012 11,975 6 Men -owned firms, 2012 6,487 ® Women -owned firms, 2012 3,471 6 Minority-owned firms, 2012 302 8 Nonminority-owned firms, 2012 11,318 8 Veteran -owned firms, 2012 900 0 Nonveteran-owned firms, 2012 10,475 21 Understanding each community Demographics • The population of Wright county is approximately 141,000 and has been growing steadily over the last several decades and is projected to be one of the faster growing counties in the coming decades. • The population is 94% white, with 3.1 % hispanic or latino and 1.4% asian. The county has significant opportunities to attract workers from other backgrounds with the higher non white populations in Hennepin and other adjacent counties. • 28% of the population is under 18 years of age which has the potential to provide a good future workforce if they can be retained in the county. 22 • 7% of the population are veterans which is a good source of workers. • 2.8% of the population is foreign born which is significantly below some neighboring counties. This population is expected to be one of the higher growth population segments in the state over the next several decades and provides opportunities for growth of the workforce. • Over time the diversity of the county by race will change as is happening across the state and ensuring that the educational institutions and employers are adapting to this demographic shift will be key to economic growth in the long term. Retaining the workforce now and in the future 23 Population 8 Population estimates, July 1, 2019, (V2019) 138,377 ® Population estimates base, April 1, 2010, (V2019) 124,697 ® Population, percent change -April 1, 2010 (estimates base) to July 1, 2019, (V2019) 11.0% ® Population, Census, April 1, 2020 141,337 ® Population, Census, April 1, 2010 124,700 Age and Sex ® Persons under 5 years, percent 66.8% ® Persons under 18 years, percent 627.7% ® Persons 65 years and over, percent 813.0% 0 Female persons, percent 849.4% Race and Hispanic Origin 0 White alone, percent 694.4% ® Black or African American alone, percent (a) 61.8% ® American Indian and Alaska Native alone, percent (a) © 0.4% ® Asian alone, percent (a) © 1.4% ® Native Hawaiian and Other Pacific Islander alone, percent (a) Q Z ® Two or More Races, percent © 1.9% ® Hispanic or Latino, percent (b) © 3.1% ® White alone, not Hispanic or Latino, percent 691.7% Population Characteristics ® Veterans, 2015-2019 6,895 ® Foreign born persons, percent, 2015-2019 2.8% Fz! Figure 9: Relative population charge by county, 2018 to 2053 *Source: Minnesota State Demographic Center 25 c e d p Wrighl CounIg Economic Development Partnership Partnering for Opportunities 2021 ANNUAL REPORT LETTER FROM THE 2021 CHAIR, Phil Kern, City of Delano As we welcome 2022 and the promise it brings for Wright County, I want to take a moment to look back at the Partnership's accomplishments over the past year and what it means for the organization and its partners moving forward. On the surface, the past year brought a great deal of challenge and adversity, but with that comes tremendous opportunity. Capitalizing on those opportunities and setting the WCEDP up for success in the future is the best way to summarize the accomplishments of the organization over the past year. On behalf of the staff and Board of Directors, we are happy to present the newly adopted 2022-24 Strategic Plan. The process to create this plan has been a work in progress for several months and it's exciting to present the final product. The Strategic Plan contains the objectives and priorities that will guide both immediate and long-term action by the WCEDP. The Strategic Plan is outlined in greater detail within the Annual Report and will be presented at the Annual Meeting. In summary, this plan was developed with input from stakeholders in Wright County and will focus the actions of the Partnership around business retention and expansion, workforce development, marketing, and building economic development capacity across the County. The Strategic Plan outlines short-term actions that will be priorities in the coming year, both for staff direction and resource allocation. The WCEDP Board of Directors has also refocused the organization around the definition of its stakeholders, specifically that we are all "Partners" in economic development. While it may seem like a simple designation, it's important to revisit and think about what it means to be a Partner. In its basic sense, partners are people engaged together in the same activity or working together for the same purpose. Our organization consists of people in different roles and sectors of the economy working together for the purpose of economic development. Working together, the WCEDP is here to serve all business, residents, and communities in Wright County. While the organization has a key leadership role in promoting the growth of business and employment, it's through the actions of all our Partners that we best accomplish this mission. The past year has also brought additional strength to our region through the start of the Wright County Economic Development Authority. Created by the County Board, this entity will have the ability to access resources and utilize a different set of tools to assist the WCEDP and Wright County communities with economic development activities. While the WCEDP's status as a non-profit organization provides many benefits and flexibility, as a public agency the EDA will allow the ability to provide certain community and county benefits that only it can tap. Working with the EDA only strengthens the WCEDP's ability to achieve its mission and objectives of its Strategic Plan. We appreciate the continued support and leadership of the County Board to recognize economic development as an important part of making Wright County a great place to live, work, and conduct business. Lastly, it's been a pleasure to serve the organization and the County in the role of Chairperson for the past year. The strength of the Partnership is truly in the people that contribute so much for the betterment of our County and the team as a whole. We are blessed to have an excellent staff - Jolene and Missy are outstanding professionals and wonderful people - and it's been a pleasure to be working with a dedicated and talented Board of Directors. The future of the WCEDP is in great hands and I look forward to continuing to be an active Partner in the future. 2021 BOARD OF DIRECTORS Hats off to our Board of Directors for always pushing forward and finding solutions instead of excuses. Phil Kern, Scott Johnson, Randy Voeller, Brian Koslofsky, Chair Vice Chair Sec./Treasurer Past Chair IN City of Delano Xcel Energy CorTrust Bank Wright Tech Center Darek Vetsch Kelly Gene Janikula0Mike Melton Wright County Hinnenkamp Woodland Grindstone Commissioner City of Township Construction Annandale 0 riRyan O'Connor, Marc Weigle Brian Streich Sheila Zachmann Wright Hennepin, City of ' Bekkala CRS CEA St.Michael Engineering �_ Patrick Baumgard 0 Tim Zipoy Rob Stark Citizen's State Bank/ CMJ&TS Edward Jones Sentry Bank LETTER FROM THE DIRECTOR, Jolene Foss, Executive Director Hello Friends of the Wright County Economic Development Partnership! As we enter the 28th year of partnership with businesses, chambers, cities, and the county we are very excited to see continued growth and economic vitality. 2021 provided many opportunities for change. We are navigating a new landscape as we are still battling COVID. Uncertainties about workforce, supply chain and mandates seem to change by the hour. Despite those challenges, the first full year of leading this organization has been rewarding and exciting. The Workforce Pathways Initiative is still going strong as we continue to identify and assist Wright County businesses with their workforce needs. This will continue to be our main focus in 2022. The CEO program (Creating Entrepreneurial Opportunities) is exceeding expectations in its 7th year serving 9 Member School Districts and helping to foster an atmosphere of entrepreneurialism in Wright County. The Partnership, Wright County Cities and the Wright County EDA worked with the U of M Extension to complete a Retail Market Area Profile Study for all communities within the County. This will help calculate gaps in retail and identify areas prime for growth. WCEDP Board, Staff, and Myres Consulting completed an intensive Strategic Plan which will help guide us through 2024 and has solidified programming to support the Partnership's Vision and Mission. Business Retention, Expansion (BRE) and Recruitment remains a key activity with over a dozen in person visits completed in 2021 to many of the largest employers in Wright County. These BRE visits help us to support and promote key industries and learn how we can better serve their needs, keeping the economy diverse and strong. The Partnership has continued to be the first stop in Wright County for all businesses looking for support. We respond to businesses of all types looking for support with business planning, relocations, startups, and much more. Ongoing relationships with the 11 Chambers of Commerce and 7 City Economic Development Authorities keeps us on top of new growth patterns and allows the Partnership to remain a subject matter expert in Wright County Economic Development. Some of the exciting activities that will be implemented in 2022 include marketing the county to attract talent, helping Wright County communities build economic development capacity and support growth, continue to build relationships with Central MN Jobs and Training Services/ CareerForce, area higher education facilities, and Wright Technical and Training Center to provide needed training to fill Wright County jobs. Thank you to our Partners, Board Members, County Commissioners and Executive Assistant Missy Meidinger for the confidence you have continued to show in this organization. We look forward to our 20th Annual Golf Fundraiser in September of 2022 and look for a few new events we hope to bring to you in the coming year! On behalf of the entire Partnership, a dedicated Board of Directors, and staff: THANK YOU! We look forward to working with you in 2022! VALUE AND SUPPORT STATEMENT: WHAT IS IT THAT THE PARTNERSHIP DOES? Wright County communities and businesses are prepared for growth! We invite you to explore the opportunity of working together with us to further our impact! Mission Statement To support a healthy and diverse environment for businesses and residents that provides employment opportunities and enhances the overall economic vitality of Wright County WCEDP fulfills its mission by providing technical and financial assistance to businesses in Wright County and those looking to locate in Wright County. The Partnership also provides economic development assistance to the 16 communities. WCEDP is a non-profit corporation financially supported by local community governments, the county, and area businesses dedicated to supporting and creating a sustainable economic profile in Wright County. We maintain a powerful and resourceful website at www.wrightpartnership.org. 2021 Financial Summary 2021 WCEDP REVENUES AND SUPPORT 2021 WCEDP EXPENDITURES Membership Service/Fees/Interest Events/Sponsorships ■ CEO Contributions ® i 3% 45 7! 17% ■ Exec Director ■ Exec Assistant ■ Overhead ■ Dues/Subsciptions ■ Education ■ Events ■ CEO ■ Printing, marketing, external relations The certified public accounting firm Schlenner Wenner & Co. prepares taxes each year. 2021 PARTNER INITIATIVES SUPPORTING WRIGHT COUNTY ECONOMIC DEVELOPMENT • WCEDP processed 179 applications for $2.5 M to small businesses and non -profits and assisted 9 Townships with CARES Funds. • A new Executive Director has continued to lead the Partnership with integrity and positivity as stewards of Wright County resources. • WCEDP has responded to many requests from businesses for information, demographic data, and sources of financial assistance. • The Partnership has been a guiding force in the creation of the CEO (Creating Entrepreneurial Opportunities) class which will begin its seventh year in September and run throughout the school year for junior and senior high school students from 9 -member school districts. • The Partnership is continually nurturing its relationship with the 11 Chambers of Commerce located throughout the County and hosted Chamber Summits with all the Chambers and the MN Chamber of Commerce. • In 2021 the Partnership continued efforts by leading Workforce Pathway Initiative and creation and ongoing implementation of the Workforce Pathways Wheel to better understand the needs of the Wright County employers and their ongoing struggle to find, train and retain employees to allow them to grow their businesses. • We are the Fiscal Agent for the Central Minnesota Job Fair in Monticello each spring. • Our Marketing Program efforts have included website updates, social media campaigns, magazine articles, and radio spots along with our monthly newsletter which is sent to over 1100 contacts. • Began an outreach effort to re-establish relations with Community Colleges in the region including the St. Cloud Tech & Community College and Ridgewater Community College. • Participated in the Wright County EDA Advisory Committee and participate on the Wright County Economic Development Authority, as well as Waverly EDA, Clearwater EDA, Hanover EDA, Monticello IEDC, Maple Lake IEDC, St. Michael EDA. • Advocate for Wright County Dental Access and Wright County Childcare Retention. • Applied for and received grants from Initiative Foundation for Workforce Pathways and Childcare Retention. • Participated in 12 Business Retention and Expansion visits with largest employers in Wright County. • Participated in MAPCED, Central Mississippi River Regional Partnership, 7W Regional Broadband Committee, etc. • Created and hosted 4 Capacity Building Seminars that were free to Wright County businesses and focused on Energy Efficiency, Pedestrian Experience, and Small Business Financing. • Created and proposed programming for ARPA Funds in the areas of Regional Economic Development, Higher Education Opportunities, Workforce Training, Childcare Retention and Mental Health Initiatives. 2021 Citizen of the Year Laura Franklin 2021 High Vitality Business of the Year Pellco 2021 Outstanding Partner of the Year Rob Stark with Edward Jones outDowork' 2021 Start -Up Entrepreneur of the Year OutDo Work ANNUAL GOLF EVENT: Our annual golf event is the largest fundraiser of the year it is held the second Tuesday after Labor day. Our 2021 Premiere Sponsor was APT Technologies. The event was held at Southbrook Golf Course in Annandale We look forward to another great tournament on September 13, 2022 with location TBD with CRS as the 2022 Premier Sponsor! ANNUAL EVENTS & FUNDRAISERS ANNUAL MEETING: This event is held annually in January. The event is free event and we treat our members to breakfast along with a great speaker. During the event we nominate our slate of officers for the Board of Directors for the upcoming year. We take the time to showcase our Member Investors and to remember the past year's events, we honor our Award Recipients in the following categories: Outstanding Start-up Entrepreneur of the Year, High Economic Vitality Business of the Year, Outstanding Member Investor of the Year and Outstanding Citizen of the Year. HOLIDAY SOCIAL: 2021 we were able to bring back our annual Holiday Social with Commercial Realty Solutions. With some new faces at the event it was a great time for everyone. THANK YOU TO OUR LOCAL COMMUNITIES lbcrtvill£rrg-AbS _ o D Small Town W.9.919 Cityi$s. esrnsu11555 CITY OF BUFFALO. MINNESOTA CITY up In ray lir Cokato The Spirit of Community fN''0" gD1 a, CITY OF \ CITY pF MAPLE LAKE _iMonticello NNE Se 4 It's good to be home. - g MISOTA (�j 012 lz�1 p Lt. wAycht MN . . f O. IHAVEN, �� WOODLAND TOWNSHIP THANK YOU TO OUR LOCAL CHAMBERS f10HY I1caut 0ISP uakq Cokato Chamber of Commerce r Y �� ✓yJ�J I r OW)z Sffi us B—d..r s. P.O. Boz 819 " Area Chamber of Commerce C.1-, 88821 Area Chamber of Commerce &Tourism Bureau ■ DEI an Area Chamber Of COmmErCE PPImonticello Chamber of Commerce & Industry Ayk,E GOOt) d HowARD LAKE AREA CHAMBER OF COMMERCE 10Y, Irrriirlr; r � u�itrxt cc�ic zIy I)vvest Chamber of Commerce Rochford -Greenfield CHAMBER of COMMERCE MAPLE LAKE Chamher of Commerce clearvalley BUSINESS CONNECTIONS WRIGHT TECHNICAL CENTER THANK YOU TO OUR PARTNERS CONTINUED EI=� Wright -Hennepin CMJTSBnU Cooperative Electric Association DESIGN BUILD A Touchstone Energy Cooperative Is AN1E�AS Xcel EnergyS Initiative S13DC F O U N D A T I O Nwii=�11111111111 STATE BANK ,�� TM F I N N E O I A CHLENNER �AMPL101 .�', . WENNEA&O. Mrnnesnta Business Flnanae Car LAKE BA CERTIFIED PUBLM AGCGOIJNTANTS Expanding Possibilities For Business pareUoi 8 BI,1 $1 NE$$ QQN$i STARBANK The Bank That Cares" EdwardJones MAKING SENSE OF INVESTING OUTDOOR ADVERTISING crsGREATER MSP `, u�i uy� Minneapolis Saint Paul Regional Economic Development Partnership COMMERCIAL REALTY SOLUTIONS www.crsmn.com CIVIL ENGINEERING ��- I GRINDSTONE Now SITE DESIGN CONSTRUCTION SERVICES CONNECTS kk landscape structures® M L� LARSON B U I L D I N G bee Integrity. The Cornerstone. VANTAGEPOINT �r �J R of Wright County S 1. CLOUD Fire & Water - Cleanup & Restoration— TECHNICAL& 763-295-1 61 COMMUNITY servprowrightcounty.com COLLEGE PARTNERS TRILITE STONE, INC. elc�e��ziu•c �2�rfu fia�(itian CorTrustBank. wsb QBOLTON & MENK Real People. Real Solutions. FIn tegrWrin t ,`:; CENTIZACAF?E Health DESIGN] PRINT/ MARKETING co T r wow Rademacher Family Limited Partnership IV pQitaL MARKETING PARTNER NEWS In teg ` ESIGNPn*nNt 2021 New Member IntegriPrint All 11na Health BUFFALO HOSPITAL Buffalo Hospital named one of the top 20 small community hospitals in the US. of Wright County Fire & Water - Cleanup & Restorations^^ 763-295-1161 servprowrightcounty.com 2021 New Member SERVPRO of Wright County TRTLiTE STONE, INC. 2021 New Member TriLite Stone, Inc. ,zoS bta�BETOF� ,ter EMPLOYER AKESBANK 2021 Best of Delano Area Winner- - Best Overall Business • Best Customer Service • Best Bank • Best Local Employer • Best Mortgage Lender Work in Wright County — - Workforcepathw.ys. org w.;g,,, 01 631 / othwoys You Could Already Be... a .= I Workforce Pathways was on the move I Thank You Franklin Outdoor! CMJTS CMJTS will be holding their 17th Annual Job Fair on March 9, 2022 0.6 l� r .. Delano welcomes TGK Automotive Specialists GRINDSTONE CONSTRUCTION SERVICES 2021 Best of Delano Area Construction Contractor 1 Wright -Hennepin Cooperative Electric Association hosted its first-ever Electric Vehicle (EV) Ride and Drive Event on September 16, 2021. Members had the opportunity to learn about EVs and take a test drive. Approximately 260 members attended, and 17S members test drove a vehicle! More than 20 members also brought their EVs to display at the event. WRIGHT TECH CEO: CEO - THE CEO CLASS TEACHES LEADERSHIP. ENCOURAGEMENT. CREATIVITY. WCEDP continues to be a guiding force in the operation of the Wright Tech CEO (Creating Entrepreneurial Opportunities) class which began its Seventh year in September with 20w students and runs throughout the school year. Entrepreneurship education seeks to prepare our high school youth, to be responsible, enterprising individuals who become entrepreneurs or entrepreneurial thinkers and contribute to economic development and sustainable communities. The CEO program is much more than a textbook course. Rather, students are immersed in real life learning experiences with the opportunity to take risks, manage the results, and learn from the outcomes. Business and community support is growing each year as they meet the kids and see the immeasurable benefits for Wright County. Students 2021-2022 2021-2022 CEO Class Class Visit with past students Jagger & Layton Class Visit to IntegriPrint with Jackie Wurm Class team building �IRIGHI TECHCEU° WHAT IS CEO? Creating Entrepreneurial Opportunities (CEO) is a new class from the Wright Technical Center for students who are The Wright Tech CEO program services eight member interested in starting their own business someday. school districts in both Wright and Sherburne Counties. SOME HIGHLIGHTS: Students practice and develop people skills in a variety of business settings. Lessons aren't taught by teachers, but by local entrepreneurs who share their business story and give students advice for starting their own business. Students tour local companies twice a week where they can see firsthand what goes into running a business. Every student in the class writes a business plan and starts their own business with help from a local business mentor. The eight local districts include: Annandale Buffalo Delano BiZ ake 11 Iowrdke Maple Lake Monticello St. Michael - aver y • costed Albertville Mark was born into an entrepreneurial family and saw firsthand the ups and downs of owning a business. When he started teaching after a career in the Ag Industry, he wanted all students to have that exposure. CEO is making that happen! He had this so say about CEO: I believe in the phrase "it takes a village to raise a child." It's powerful when local entrepreneurs are sitting down with students and talking to them not only about business, but also the struggles of life, the rewards of putting yourself out there and the need to work your tail off day -after -day -after -day if you really want to succeed. Please visit our online calendar at WrightTechCEO.com and join us someday to see for yourself what an impact this class is having on students. Strategic Planning Executive Update Wright County is located Northwest of Minneapolis and has a population of approximately 141,000 people with a mix of rural and suburban communities including residential, agriculture, retail and commercial industrial development. The county has seen significant growth over the last several decades and is expected to continue to be part of a high growth area of the state out to 2053. Wright County advantages for economic development: • The county's proximity to the metropolitan areas of Minneapolis/St. Paul and St Cloud. • Access to good transportation (access to I-94, rail and state highways) • Quality of the workforce (work ethic) • Lower land costs compared to more urban areas • Supportive local regulatory environment • Age of the working population • Diversity of industries currently in the county • Favorable cost of housing compared to metro • Favorable cost structure of labor compared to metro • Established EDA's at county and several cities • WCEDP reputation, engagement and collaboration with business, governmental units, non -profits and educational institutions. Wright County opportunities to enhance economic development: • Expansion of available workforce • Enhance higher educational opportunities in the county • Expand on the full continuum of housing options • Enhance infrastructure assets • Enhance quality child care resources • Enhance broad band in rural areas • Improve brand awareness in areas outside of the county Resource Constraints: Given the partnership has a staff of two people with a large agenda and a volunteer board, it is important that the staff and WCEDP resources are allocated toward the strategic priorities with the greatest impact in the county. Additionally, staff and the board needs to determine when contractors or other organizations may be needed to perform certain tasks when staff does not have the resources to perform these tasks. Roles of WCEDP: The role of the WCEDP is to collaborate with the county and city EDA's, chambers, educational institutions, non -profits and the private sector to promote economic development in the county. Its primary roles are: • Providing economic development technical expertise, support and connections • Conducting business, retention and expansion visits • Attracting, developing and retaining talent • Marketing the county to promote the attraction and retention of talent and increased commerce • Building countywide economic development capacity that promotes healthy economic development. Our Mission: To support a healthy and diverse environment for businesses and residents that provides employment opportunities and enhances the overall economic vitality of Wright County Our Vision: Wright County is a highly desirable place to live, work and own a business. Our Strategic Imperatives: Business retention and expansion Workforce development and attraction Marketing the County as a great place to live, work and do business Build economic development capacity across the county Attracting and retaining great employers Building bridges to a brighter future! It's all about partnership and collaboration. Strategic Imperatives detail Business development, expansion and retention: • While the Partnership's focus is to serve the economic development needs of all businesses in the county, it also encourages engagement by all businesses, governmental units, educational institutions and non -profits to work in partnership to expand the resources working toward greater economic development in the county. • Business retention and expansion will be a primary focus of the organization. • While business attraction is a secondary focus given the labor shortage and the resources available for this activity, the WCEDP will continue to work with MN DEED on business attraction and work collaboratively with chambers, EDA's and cities and townships as opportunities develop. • In 2021 the WCEDP made 13 business development, expansion and retention visits. During 2022-2024 the WCEDP will make 12-15 of these visits per year. • Since many of these visits involve area city, county and chamber representation, it is necessary to have great coordination with the other collaborators and solid agendas to make the meetings as productive as possible. • Great follow up is key to these visits and making sure that the needs of the businesses are heard and that the businesses are connected with the resources they need. Workforce development and attraction: • Given the labor shortages existing across the country and specifically in Wright County, it is essential that there is a focused effort to attract and develop talent. • For there to be success in workforce development and attraction, it is essential that the WCEDP lead in this collaborative effort with the businesses and educational institutions within the county. • Strong partnerships with higher educational institutions outside the county is key to both recruiting and developing the talent pool. • Given Wright County's proximity to both the Mpls/St Paul and the St Cloud metropolitan areas, there is great opportunity to attract talent either commuting to or from Mpls/St Paul or living in the St. Cloud area. • The Workforce Pathways program has been very useful in promoting career readiness and creating exposure to the careers available in the county. This program will be expanded to more schools during the planning horizon. • The CEO program has been successful and will be expanded to grow the impact of the program. • With high competition for workforce, the WCEDP will continue to advocate for county amenities that will improve the quality of life in the county to attract and retain talent in the county. • Given the homogeneous nature of the current population, it may be difficult to attract workers of different races to the community. Encouraging the schools, business and local government to develop strategies to be an inclusive community could help the recruitment of future workers. Marketing the county as a great place to live, work and do business: • Based upon the board's analysis and comments in the stakeholder survey, it is evident that the WCEDP needs to lead the marketing of the County as a great place to live, work and do business. • This is an opportunity to promote the tangible assets of the county and help all businesses in the county attract commerce and a quality workforce. • There was a comprehensive marketing strategy developed in 2015 which was focused primarily on the attraction of new businesses to Wright County. Many of the strategies outlined in the document have been implemented and have been successful. • Given the need to attract talent to the region, a new marketing strategy will be developed with its primary focus on the attraction of talent. The audiences for this marketing will be workers in the St. Cloud area who commute to the metro and workers in the metro that want to live in a safer, less busy, smaller community with great amenities and quality of life. • The website and the e -letter have been very successful in communicating with the business community. With the new focus on attracting talent, the site will be upgraded to better feature the quality of life and the great careers available in the county. • A web site and SEO audit will be conducted to determine the effectiveness of the current we site and inform the digital marketing strategy going forward. • A countywide resource guide will be developed to promote the different communities and their unique characteristics. • Through this marketing campaign there is an opportunity to show Wright County as a we coming community to all. Economic development capacity building across the county: • Given the need for additional resources to promote economic development in the county, it is essential that the WCEDP continues to collaborate with the county and city EDA's and chambers and work to build additional economic development capabilities within these organizations. • Since there are a variety of different sized cities and chambers with different levels of skills and tools available to promote economic development, staff will conduct an inventory of its collaborators and create a roadmap to help build the capacity of these organizations. • WCEDP has been a leader in bringing economic development organizations together and will use these relationships to expand the collaboration through educational seminars on relevant topics to economic development and workforce well being. • The partnership will continue to promote its networking events as a means of building enthusiasm for economic development, collaboration between various sectors and create additional community engagement. • The partnership will continue to be an advocate and community resource to promote infrastructure necessary to promote the economic development of the county MEMBER INVESTOR INFORMATION WCEDP fulfills its mission by providing technical and financial assistance to businesses in Wright County and those looking to locate in Wright County. The Partnership also provides economic development assistance to the 16 communities. WCEDP is a non-profit corporation financially supported by local community governments, the county, and area businesses dedicated to supporting and creating a sustainable economic profile in Wright County. We maintain a powerful and resourceful website at www.wrightpartnership.org. Wright County, its communities, and businesses are prepared for growth—we invite you to explore the opportunity of working together with us to further our impact! Work in -WrightCounty workforcepathwd Sorg _ Wright corvrtt�F orhforc 12thways You Could Already Be.., NEW PARTNER INVESTORS WELCOME! CONTACT US: Jolene Foss, Executive Director - 763-496-5593 - jolenef@wrightpartnership.org Missy Meidinger, Executive Assistant - 763-496-5632 - missym@wrightpartnership.org www.wrightpartnerhsip.org Date of Contact L/12/2016 L/17/2016 /22/2017 )/17/2017 /22/2018 /30/2018 8/10/2018 11/29/2018 12/14/2018 3/28/2019 5/9/2019 8/16/2019 9/19/2019 1/20/2020 03/04/2022 Building -Facility Retained lobs New lobs Total Investment Project Status 65,000 sq. ft. 0 55- $2,500,000 Active Search 100 58,000 sq. ft. 205 60 $10,831,000 Almost Done 70,000 sq. ft. 0 49 PROSPECT LIST Company Name Business Category Project Description MN DEED Prospect Metal Mfg. Exist Facility + Equip Project Armstrong Precision Machining New Facility Constr. + Equip UMC 20 $1,200,000 Project #6580 Metal Mfg. New Facility Constr. Project Ted Equipment Mfg. New Equipment Karlsburger Foods Food Products Mf Facilty Expansion Project Saturn Plastic Products Mfg. New Construction 03/04/2022 Building -Facility Retained lobs New lobs Total Investment Project Status 65,000 sq. ft. 0 55- $2,500,000 Active Search 100 58,000 sq. ft. 205 60 $10,831,000 Almost Done 70,000 sq. ft. 0 49 $5,480,000 On Hold N/A 45 ? $650,000 Concept Stage 20,000 sq. ft. +/- 42 10 to $4,500,000 12,000 sq. ft. 20 $1,200,000 Am 5,000 +/- sq. ft. 4+/- $830,000 Active Search Project Jupiter Metal Mfg. New Construction 5,000 sq. ft. +/- 3 $800,000 Active Search Project Blitzen Precision Machining Exist Bldg or New Const. 12,000 sq. ft. 10 $1,200,000 Concept Stage Project Comet Commercial Bus New Const. 1,700 sq. ft. +/- 7 $700,000 Active Search Project Nutt Co -Working Space Existing Building ? ? ? ? Concept Stage Project FSJP Light Mfg -Res. Lab New Construction 20,000 sq. ft. 0 20+/- $1,400,000 Active Search Project Jaguar Office New Construction 22,000 sq. ft. 22 4 $2,700,000 Active Search Project Kata Service New Construction 22,000 to 35,000 sq. a 0 25 $7,900,000 Concept Stage Project Panda v3 Service -Child Care New Construction 10,500 sq. ft. 0 21 $4,100,000 Active Search 3/31/2020 8/27/2020 1.2/23/2020 11/5/2020 2/16/2021 2/18/2021 2/18/2021 3/19/2021 4/23/2021 6/3/2021 Project GiaSaurus Medical Prod. Mfg. New Construction 175,000 sq. ft. 0 75 $50,000,000 Active Search Project Nuss Combo Service -sale New Construction 30,000 sq. ft. 0 20 to $3,500,000 Almost Done 30 Project BA710 Lt Assem-Distribute Project TO Industrial Existing or New Construction 10,000 to 15,000 sq. 0 5 to 7 $800,000 Concept Stage ft. Project Integrity Precision Mfg. New Construction 100,000 sq. ft. 0 60 Project Flower Office Existing 7,000-8,000 sq. ft. 0 12 $750,000 Concept Stage Project Cold Industrial -Warehouse -Di New Construction 80,000 sq. ft. 0 21 $12,000,000 Concept Stage stri Project Shay Lounge -Restaurant Existing Bldg. 2,200 0 4 $150,000 Concept Stage Project Counsel Office -Service New Construction 5,600 sq. ft. A 24 3 $1,120,000 Building Completed Project Orion Warehouse-Distributi New Construction 832,500 sq. ft. 0 500 $125,000,000 Active Search on Project Emma Light Ind -Assembly New Construction 20,000 sq. ff. 0 4 $1,350,000 Active Search Project FCW Service New Construction w Redev 4,000 sq. ft. 0 9 $4,619,000 Concept Sta 6/16/2021 Project UBAA Child Care Services New Construction or Exist 5,000 sq. ft. 0 14 to 19 $2,000,000 Act Search 6/30/2021 Project Ecosphere Industrial Tech Mfg. New Construction 1,000,000 sq. ft. 0 1122 $85,000,000 Act Search 7/29/2021 Project BA710 Lt Assem-Distribute New Construction 6,500 to 7,000 sq. ft 0 10 $650,000 Active Search 8/12/2021 Project Integrity Precision Mfg. New Construction 100,000 sq. ft. 0 60 $14,800,000 Cancelled 10/28/2021 Project Stallion Technology Service New Construction 42,000 sq. ft. 40 $3,600,000 Active Search