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EDA Agenda - 05/11/2022AGENDA REGULAR MEETING - ECONOMIC DEVELOPMENT AUTHORITY (EDA) Wednesday, May 11, 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 Regular Meeting Minutes— March 9, 2022 b. Consideration of Approving Regular Meeting Minutes — April 13, 202 c. Consideration of Approving Workshop Meeting Minutes — April 13, 2022 d. Consideration of Approving Payment of Bills Regular Agenda 5. Consideration of Draft Integrated Marketing and Communications Plan (IMCP), Nicole Gaustad, Senior Marketing Specialist, AE2S 6. Economic Development Director's Report 7. Adjourn MINUTES REGULAR MEETING - ECONOMIC DEVELOPMENT AUTHORITY (EDA) Wednesday, March 9, 2022 — 6:00 p.m. Mississippi Room, Monticello Community Center Members Present: President Steve Johnson, Vice President Jon Morphew, 011ie Koropchak- White, Hali Sittig, Councilmember Jim Davidson Members Absent: Treasurer Tracy Hinz, Mayor Lloyd Hilgart Staff Present: Executive Director Jim Thares, Hayden Stensgard 1. Call to Order President Steve Johnson called the regular meeting of the Monticello EDA to order at 6:00 p.m. 2. Roll Call 6:00 a.m. Mr. Johnson called the roll. 3. Consideration of Additional Agenda Items None 4. Consent Agenda a. Consideration of Aaarovine Workshoo Meetine Minutes — January 12. 2022 b. Consideration of Approving Regular Meeting Minutes —January 26, 2022 c. Consideration of Approving Payment of Bills JON MORPHEW MOVED TO APPROVE THE CONSENT AGENDA. JIM DAVIDSON SECONDED THE MOTION, MOTION CARRIED UNANIMOUSLY, 5-0. 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 Executive Director Jim Thares provided an overview of the agenda item to the EDA and the public. Duffy Development Company has been working on a proposed 53 -unit affordable apartment complex along with six affordable rental twin -homes as well (total of 59 rental units). The proposal was originally brought to the EDA in 2020. Duffy Development has continued to seek funding from the state for the development. Awards for Low Income Housing Tax Credits (LIHTC) occur two times per year, and Duffy Development is prepared to resubmit their application to the state with the support of the Monticello EDA. Jeff VonFeldt of Duffy Development Company provided an update on the multifamily housing development proposal to the EDA and the public. Recently, they submitted their application in July of 2021. The project was not awarded in that funding cycle, and they are planning to resubmit the same application again for the late March 2022 round. JON MORPHEW MOVED TO SUPPORT DUFFY DEVELOPMENT RELATED TO RESUBMITTAL OF ITS LIHTC FUNDING APPLICATION TO MHFA. JIM DAVIDSON SECONDED THE MOTION. MOTION CARRIED UNANIMOUSLY, 5-0. 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 Mr. Thares provided an overview of the agenda item to the EDA and the public. Washburn Computer Group is seeking financial assistance from the EDA to proceed with their expansion proposal. Mr. Thares noted that this is connected to the TIF application recently reviewed by the EDA in February. Mr. Johnson asked if this is a similar situation to UMC Inc. and their request during their expansion process. Mr. Thares confirmed and said this is a similar step in the process that the EDA has been asked to consider before. Jon Morphew noted that this is the type of assistance the EDA was established to be involved in. JIM DAVIDSON MOVED TO ACKNOWLEDGE WASHBURN COMPUTER GROUP'S GMEF LOAN APPLICATION AND TO AUTHORIZE APPROPRIATE LOAN UNDERWRITING STEPS AS WELL AS PREPARATION OF LOAN DOCUMENTS RELATED TO WASHBURN COMPUTER GROUP'S 45,000 TO 50,000 SQUARE FOOT FACILITY EXPANSION PROPOSAL. OLLIE KOROPCHAK-WHITE SECONDED THE MOTION. MOTION CARRIED UNANIMOUSLY, 5-0. 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 Mr. Thares provided an overview of the agenda item to the EDA and the public. The resolution for the Interfund Loan is related to the eventual establishment of TIF District #1-45. Mr. Morphew asked where the funds for immediate expenses incurred for the Block 52 Redevelopment efforts will come from related to this Interfund Loan. Mr. Thares clarified that the funds needed to pay for current expenses will be from the EDA general fund. The Interfund Loan will allow tax increment, provided there is enough, and the EDA determines at some point to repay the Interfund Loan, to be collected through future Block 52 development increment in the coming years. The limit of the Interfund Loan is set at $85,000. OLLIE KOROPCHAK-WHITE MOVED 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. HALI SITTIG SECONDED THE MOTION. MOTION CARRIED UNANIMOUSLY, 5- 0. 8. Consideration of authorizing solicitation of quotes for Limited Environmental and Structural Engineering Analysis Services related to Block 52 Redevelopment proposal Mr. Thares provided an overview of the agenda item to the EDA and the public. Recently, per a study completed by LHB Engineering, Inc., the EDA owned buildings in Block 52 in Monticello were found to be substandard and blighted. One of the next steps in this redevelopment process, is to further analyze the buildings to determine additional mitigation procedures for the eventual demolition of the buildings. HALI SITTIG MOVED TO AUTHORIZE STAFF TO PROCEED WITH SOLICITATION OF REQUEST FOR PROPOSAL FOR LIMITED SCOPE ENVIRONMENTAL AND STRUCTURAL ANALYSIS STUDY RELATED TO BLOCK 52 REDEVELOPMENT EFFORTS AND MORE SPECIFICALLY PROPOSED DEMOLITION OF EXISTING STRUCTURES. OLLIE KOROPCHAK- WHITE SECONDED THE MOTION, MOTION CARRIED UNANIMOUSLY, 5-0. 9. Consideration of authorizing solicitation of quotes for Hazardous Material Survey of substandard and/or blighted buildings in Block 52 related to redevelopment proposal Mr. Thares provided an overview of the agenda item to the EDA and the public. Similar to Item 8., this survey is a key step in the demolition procedure. Both the structural engineering analysis and the hazardous material survey are key components to guiding and understanding how the demolition on site will take place. Mr. Morphew asked if the contractor during the demolition of the buildings is able to take whatever is left in the building for their own. Mr. Thares clarified that when the time comes for the buildings to be demolished, anything left in the buildings will go with the buildings. OLLIE KOROPCHAK-WHITE MOVED TO AUTHORIZE STAFF TO PROCEED WITH SOLICITATION OF REQUEST FOR PROPOSAL FOR HAZARDOUS MATERIAL SURVEYS RELATED TO BLOCK 52 REDEVELOPMENT EFFORTS AND MORE SPECIFICALLY TO THE PROPOSED DEMOLITION OF EXISTING STRUCTURES. JON MORPHEW SECONDED THE MOTION. MOTION CARRIED UNANIMOUSLY, 5-0. 10. Economic Development Director's Report Mr. Thares provided an overview of the agenda item to the EDA and the public. A recap of the Wright County Economic Development Partnership's annual meeting was given by Mr. Thares. The EDA recessed from the regular meeting and moved to a closed session at 6:57 p.m. 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 Proaerty Pursuant to Minnesota Statute 13D.05, Subdivision 3(c)(3). PID # 155033900010 12. Adjourn OLLIE KOROPCHAK-WHITE MOVED TO ADJOURN THE REGULAR MEETING OF THE MONTICELLO EDA. JON MORPHEW SECONDED THE MOTION. MOTION CARRIED UNANIMOUSLY, 5-0, MEETING ADJOURNED AT 7:09 P.M. MINUTES REGULAR MEETING - ECONOMIC DEVELOPMENT AUTHORITY (EDA) Wednesday, April 13, 2022 — 6:00 p.m. Academy Room, Monticello Community Center Members Present: President Steve Johnson, Vice President Jon Morphew, Treasurer Tracy Hinz, 011ie Koropchak-White, Hali Sittig, Councilmember Jim Davidson and Mayor Lloyd Hilgart Staff Present: Executive Director Jim Thares, Rachel Leonard, Angela Schumann, Sarah Rathlisberger and Hayden Stensgard 1. Call to Order President Steve Johnson called the regular meeting of the Monticello EDA to order at 6:02 p.m. 2. Roll Call 6:00 p.m. Mr. Johnson called the roll. 3. Consideration of Additional Agenda Items None 4. Consent Agenda a. Consideration of Approving Regular Meeting Minutes — February 9, 2022 b. Consideration of Approving Workshop Meeting Minutes — February 9, 2022 C. Consideration of Approving Regular Meeting Minutes - February 23, 2022 d. Consideration of Approving Payment of Bills e. Consideration of Terminating Billboard Sign Leases with Regan Outdoor Advertising and Lamar Sign Company — Outlot A, Country Club Manor f. Consideration of Accepting the Block 52 TIF Blight -Substandard Property Qualifications Inspection Report prepared by LHB, Inc. LLOYD HILGART MOVED TO APPROVE THE CONSENT AGENDA. OLLIE KOROPCHAK- WHITE SECONDED THE MOTION. MOTION CARRIED UNANIMOUSLY, 7-0. Regular Agenda 5. PUBLIC HEARING: EDA Land Sale — 11.263 sauare feet EDA owned land in Otter Creek Business Park (OCBP) to M & B on Chelsea. LLC in the amount of S7.669.95 Executive Director Jim Thares provided an overview of the agenda item to the EDA and the public. The sale of this small parcel will help with Suburban Manufacturing's plans to expand their current facility located 10531 Dalton Avenue NE. Mr. Thares noted that the conveyance of land was recommended as consistent with the Monticello 2040 Comprehensive Plan in March of 2022. Mary Barger, Suburban Manufacturing, Inc., said the expansion will be on the west side of the existing facility. The land sale will also allow the current stormwater pond larger to handle future development in this portion of OCBP. President Steve Johnson opened the public hearing portion of the agenda item. OLLIE KOROPCHAK-WHITE MOVED TO CLOSE THE PUBLIC HEARING. TRACY HINZ SECONDED THE MOTION. MOTION CARRIED UNANIMOUSLY, 7-0. 6. Consideration of Adopting Resolution #2022-08 authorizing a Purchase Agreement for sale of 11,263 square feet of EDA owned land in Otter Creek Business Park (OCBP), shown in the attached Exhibit and the Otter Creek Crossing 7t" Addition Plat Illustration, between the EDA and M & B on Chelsea, LLC in the amount of $7,669.95 Mr. Thares provided an overview of the agenda item. This item coincides with Item 5 on the agenda. The City Council recently approved the final plat of the reconfigured area in OCBP to accommodate Suburban's expansion proposal. Mr. Thares noted the motion to be made on this agenda item, if approved, should include language stating the final purchase agreement is contingent upon a final agreement with the buyer's legal counsel and the EDA attorney. JIM DAVIDSON MOVED TO ADOPT EDA RESOLUTION NO. 2022-08, AUTHORIZING THE EDA TO ENTER INTO A PURCHASE AGREEMENT WITH M & B ON CHELSEA, LLC IN THE AMOUNT OF $7,669.95 RELATED TO THE CONVEYANCE OF LAND TOTALING 11,263 SQUARE FEET IN OTTER CREEK BUSINESS PARK (OCBP) AS DESCRIBED IN THE ATTACHED EXHIBIT, CONTINGENT ON FINAL LANGUAGE WORKOUT BETWEEN THE BUYER AND EDA ATTORNEYS. LLOYD HILGART SECONDED THE MOTION. MOTION CARRIED UNANIMOUSLY, 7-0. 7. Consideration of Adopting Resolution #2022-09 Authorizing Establishing Economic Development Tax Increment Financing (TIF) District #1-44 in connection with a proposed 45,000 square foot industrial warehouse facility expansion by Washburn Computer Group/WashburnPOS Mr. Thares provided an overview of the agenda item to the EDA and the public. The City Council held a public hearing regarding this agenda item on April 11, 2022 and approved the establishment of TIF District 1-44. Mike Willard, Washburn Computer Group, provided an overview of what Washburn does at their current facility and the need for an expansion. Washburn currently rents space from multiple places in town, due to their current facility being at full capacity. Tracy Hinz expressed support for this project and believed this is a great use of the EDA's efforts in Monticello. Tammy Omdahl, Northland Securities Inc., provided an overview of the TIF Plan for the establishment of Economic Development TIF District 1-44. The length of the district is set for 9 years, and the increment collected will be strictly on the expansion area. TRACY HINZ MOVED TO ADOPT EDA RESOLUTION NO. 2022-09, ESTABLISHING ECONOMIC DEVELOPMENT TIF DISTRICT #1-44 (WASHBURN COMPUTER GROUP EXPANSION PROJECT) WITHIN THE CENTRAL MONTICELLO REDEVELOPMENT PROJECT NO. 1; AND ADOPTION OF THE TAX INCREMENT FINANCING PLAN RELATING THERETO. HALI SITTIG SECONDED THE MOTION. MOTION CARRIED UNANIMOUSLY, 7-0. 8. Consideration of Accepting a Tax Increment Financing (TIF) Application from Wiha Tools, LLC and adopting Resolution #2022-10 requesting the City Council call for a Public Hearing related to establishment of Economic Development TIF District #1-46 in connection with Wiha Tools' proposed 70,000 square foot +/- production facility expansion Mr. Thares provided an overview of the agenda item to the EDA and the public. A site for the proposed building has been identified along East 7t" Street in Monticello, east of the Post Office location. The site has the capability to accommodate a 120,000 square foot building. Wiha Tools has indicated that it plans to complete its phase 1 building in the next 12 to 14 months and then add additional square footage through a phase 2 expansion at this site in the future. Mr. Johnson asked if the intention was to build a new facility and move all operation out of the old location. Eric Iverson, Wiha Tools, LLC., confirmed that is the plan moving forward. They would like to sell their old facility. Eric Iverson provided a summary overview of Wiha's Tools' operations and procedures at their current facility as wells the future growth plans in Monticello. OLLIE KOROPCHAK-WHITE MOVED TO ADOPT RESOLUTION NO. 2020-10 REQUESTING THE CITY COUNCIL TO CALL FOR A PUBLIC HEARING RELATED TO THE ESTABLISHMENT OF ECONOMIC DEVELOPMENT TIF DISTRICT #1-46 SUPPORTING WIHA TOOLS PROPOSED DEVELOPMENT OF A NEW 60,000 TO 70,000 SQUARE FOOT MANUFACTURING AND WAREHOUSE FACILITY. HALI SITTIG SECONDED THE MOTION. MOTION CARRIED UNANIMOUSLY, 7-0. 9. Consideration of authorizing entering into a financial planning agreement with NSI related to TIF Financial Analysis and Plan preparation in the amount of $9,200 Mr. Thares provided an overview of the agenda item to the EDA and the public. The financial analysis and plan preparation is related to the establishment of TIF District 1-46 for Wiha Tools' expansion proposal. LLOYD HILGART MOVED TO APPROVE NSI FINANCIAL PLANNING AGREEMENT FOR SERVICES RELATED TO THE CREATION OF AN ECONOMIC DEVELOPMENT TIF DISTRICT 1- 46. JON MORPHEW SECONDED THE MOTION. MOTION CARRIED UNANIMOUSLY, 7-0. 10. Consideration of authorizing a Contract for Hazardous Material Survey of substandard and/or blighted buildings in Block 52 to WSB & Associates in the amount of $14,460. Mr. Thares provided an overview of the agenda item to the EDA and the public. As noted in the March 9, 2022 meeting, this is a routine step in the redevelopment process for Block 52. City staff received two (2) proposals for the RFP that was released. WSB submitted the lowest, qualified proposal. OLLIE KOROPCHAK-WHITE MOVED TO AUTHORIZE A CONTRACT FOR HAZARDOUS MATERIALS SURVEY OF SUBSTANDARD AND/OR BLIGHTED BUILDINGS ON BLOCK 52 TO WSB & ASSOCIATES IN THE AMOUNT OF $14,460. JIM DAVIDSON SECONDED THE MOTION. MOTION CARRIED UNANIMOUSLY, 7-0. 11. Consideration of authorizing a Contract for Structural Engineering Analysis of buildings and demolition mitigation recommendations related to demolition of buildings - structures in Block 52 to WSB & Associates in the amount of $24,500 and the completion of a Phase I ESA by WSB & Associates at a negotiated price not to exceed $5,300 Mr. Thares provided an overview of the agenda item to the EDA and the public. The proposal submitted for the RFP by WSB & Associates was the only proposal City staff received. Staff noted that Phase I information has been completed for a portion of the block in recent years. That information is to be discussed with WSB. The goal is to avoid duplication and potentially reduce the price quote submitted by WSB for the Phase I work. Jon Morphew asked if the cost of this proposal includes all buildings to be included under the Phase I work. Mr. Thares confirmed. LLOYD HILGART MOVED TO AUTHORIZE A CONTRACT FOR STRUCTURAL ENGINEERING ANALYSIS OF BUILDINGS AND DEMOLITION MITIGATION RECOMMENDATIONS RELATED TO DEMOLITION OF BUILDINGS -STRUCTURES IN BLOCK 52 TO WSB & ASSOCIATES AT A NEGOTIATED PRICE NOT TO EXCEED $5,300. HALI SITTIG SECONDED THE MOTION. MOTION CARRIED UNANIMOUSLY, 7-0. 12. Consideration of Update — MN -DEED Redevelopment Grant Approval - $517,500 Mr. Thares provided an overview of the agenda item to the EDA and the public. The Minnesota Department of Employment and Economic Development awarded the EDA a redevelopment grant related to the application for Block 52 approved by the EDA in January of 2022. The funds included in the grant award will support the redevelopment efforts on Block 52 in the Downtown area of Monticello and more specifically, the demolition and hazardous materials removal work tasks. There was a total of 8 redevelopment projects in Minnesota awarded with funding during the Spring 2022 round. 13. Economic Development Director's Report Mr. Thares provided an overview of the agenda item to the EDA and the public, which included a review of the current prospect list that was included in the agenda. 14. Adjourn TRACY HINZ MOVED TO ADJOURN THE REGULAR MEETING OF THE MONTICELLO ECONOMIC DEVLEOPMENT AUTHORITY. HALI SITTIG SECONDED THE MOTION. MOTION CARRIED UNANIMOUSLY, 7-0. MEETING ADJOURNED AT 7:16 P.M. Recorded By: Hayden Stensgard Jim Thares, Executive Director MINUTES WORKSHOP MEETING - ECONOMIC DEVELOPMENT AUTHORITY (EDA) Wednesday, April 13th, 2022 — 5:00 p.m. Academy Room, Monticello Community Center Members: President Steve Johnson, Vice President Jon Morphew, Treasurer Tracy Hinz, 011ie Koropchak-White, Hali Sittig, Councilmember Jim Davidson and Mayor Lloyd Hilgart Staff: Executive Director Jim Thares, Rachel Leonard, Angela Schumann, Sarah Rathlisberger, Tammy Omdahl (Northland Securities, Inc.), Hayden Stensgard 1. Call to Order President Steve Johnson called the workshop meeting of the Monticello EDA to order at 5:00 p.m. 2. Roll Call Mr. Johnson called the roll. 3. Primer on TIF Types, Function and Mechanics EDA financial consultant Tammy Omdahl, of Northland Securities, Inc. provided an overview of the agenda item and offered a detailed understanding of Tax Increment Financing (TIF) to the EDA and the public. 4. Review of TIF Districts Administered by the EDA EDA Executive Director Jim Thares provided an overview of the agenda item to the EDA. Some of the TIF districts that have met their obligations still have some left -over increment that can used in future developments in new TIF Districts. This is known as "pooling." It was also noted that the extra unused increment from the various TIF districts can only be used for future development of the same type. For example, extra increment from a redevelopment TIF district must be used in a new redevelopment TIF district. The same applies to affordable housing increment and economic development increment. 5. Summary Overview of Block 52 Redevelopment and TIF Funding to Support Project Mr. Thares provided an overview of the agenda item to the EDA and the public. Multiple funding sources have been identified for additional assistance in this redevelopment project. No decisions have been made in that regard. 6. Adjournment TRACY HINZ MOVED TO ADJOURN THE WORKSHOP MEETING OF THE MONTICELLO EDA. HALI SITTIG SECONDED THE MOTION. MOTION CARRIED UNANIMOUSLY, 7-0. MEETING ADJOURNED AT 5:59 P.M. Recorded by: Hayden Stensgard ATTEST: Jim Thares, Executive Director Accounts Payable Transactions by Account CITY F �User: Debbie.Davidson effo Printed: 04/12/2022 - 9:14AM Batch: 00204.04.2022 Account Number Vendor Description GL Date Check No Amount PO No 213-46301-437100 WRIGHT CO AUDITOR-TREAS R155-010-052060 - 113 W Broadway 04/12/2022 125379 5,822.00 213-46301-437100 WRIGHT CO AUDITOR-TREAS R155-010-052031 - 121 W Broadway 04/12/2022 125379 7,842.00 Vendor Subtotal for Dept:46301 13,664.00 213-46301-443300 INITIATIVE FOUNDATION 2022 Endowment Contribution 04/12/2022 125349 2,390.00 Vendor Subtotal for Dept:46301 2,390.00 213-46301-461500 ALIVE LUTHERAN CHURCH Relocation Benefite Payment 04/12/2022 125333 31,200.00 Vendor Subtotal for Dept:46301 31,200.00 Subtotal for Fund: 213 47,254.00 Report Total: 47,254.00 AP -Transactions by Account (04/12/2022 - 9:14 AM) Page 1 Accounts Payable Transactions by Account User: Debbie.Davidson Printed: 04/20/2022 - 3:04PM Batch: 00203.04.2022 Account Number Vendor Description GL Date Check No CITYonticello Amount PO No 213-00000-220110 ECM PUBLISHERS INC TIF 1-44 - PH Ad# 1216373 04/26/2022 0 239.98 Vendor Subtotal for Dept:00000 239.98 213-00000-220110 KENNEDY AND GRAVEN CHAR] TIF 1-44 - Washburn POS Economic I 04/26/2022 125412 1,021.00 213-00000-220110 KENNEDY AND GRAVEN CHAR] 21TOO 1 - Headwaters Apartment TIF - 04/26/2022 125412 1,806.00 213-00000-220110 KENNEDY AND GRAVEN CHAR] 21TOO 1 -Headwaters Townhomes TIF 04/26/2022 125412 1,209.00 Vendor Subtotal for Dept:00000 4,036.00 213-00000-220110 WSB & ASSOCIATES INC 2022 Economic Dev Svcs TIF 1-44 - F 04/26/2022 0 1,113.00 Vendor Subtotal for Dept:00000 1,113.00 213-00000-220110 NORTHLAND SECURITIES INC TIF 1-45 Block 52 - March 2022 04/26/2022 125423 2,365.00 213-00000-220110 NORTHLAND SECURITIES INC TIF 1-44 Washburn - March 2022 04/26/2022 125423 4,085.00 213-00000-220110 NORTHLAND SECURITIES INC 21TOO 1 - TIF 1-43 Headwaters Villas 04/26/2022 125423 322.50 213-00000-220110 NORTHLAND SECURITIES INC 21TOO 1 - TIF 1-43 Headwaters Apartn 04/26/2022 125423 322.50 Vendor Subtotal for Dept:00000 7,095.00 213-46301-430400 KENNEDY AND GRAVEN CHAR] Project Suburban Expansion Purchase 04/26/2022 125412 1,588.75 Vendor Subtotal for Dept:46301 1,588.75 213-46301-430910 ADVANCED ENGINEERING & EN EDA Integrated Marketing & Comm F 04/26/2022 125397 6,055.00 AP -Transactions by Account (04/20/2022 - 3:04 PM) Page 1 Account Number Vendor Description GL Date Check No Amount PO No AP -Transactions by Account (04/20/2022 - 3:04 PM) 0 0 0 125398 125398 125398 125410 125433 900.00 2,352.00 3,252.00 203.06 203.06 5,443.97 5,557.47 150.00 11,151.44 12,500.00 12,500.00 3,000.00 3,000.00 50,234.23 50,234.23 Page 2 Vendor Subtotal for Dept:46301 213-46301-431993 WSB & ASSOCIATES INC 2022 Economic Services Monthly Ret 04/26/2022 213-46301-431993 WSB & ASSOCIATES INC Downtown Redevelopment Project - F 04/26/2022 Vendor Subtotal for Dept:46301 213-46301-435100 ECM PUBLISHERS INC PH Sale of Property Ad# 1216299 04/26/2022 Vendor Subtotal for Dept:46301 213-46301-461500 ALIVE LUTHERAN CHURCH Relocation Benefit Payment #2 04/26/2022 213-46301-461500 ALIVE LUTHERAN CHURCH Relocation Benefit Payment #3 04/26/2022 213-46301-461500 ALIVE LUTHERAN CHURCH Relocation Benefit Payment - New Re 04/26/2022 Vendor Subtotal for Dept:46301 213-46301-461500 INNOVATIVE STUCCO INC Relocation Benefit Payment #2 04/26/2022 Vendor Subtotal for Dept:46301 213-46301-461500 SHILOH THOMPSON Relocation Benefit Payment #2 04/26/2022 Vendor Subtotal for Dept:46301 Subtotal for Fund: 213 Report Total: AP -Transactions by Account (04/20/2022 - 3:04 PM) 0 0 0 125398 125398 125398 125410 125433 900.00 2,352.00 3,252.00 203.06 203.06 5,443.97 5,557.47 150.00 11,151.44 12,500.00 12,500.00 3,000.00 3,000.00 50,234.23 50,234.23 Page 2 Accounts Payable Transactions by Account CITY F �User: Debbie.Davidsononti Printed: 04/15/2022 - 12:50PM effo Batch: 00201.04.2022 Account Number Vendor Description GL Date Check No Amount PO No 213-46301-438200 CITY OF MONTICELLO 7256-004 - 130 Brdwy- Stormwtr 04/15/2022 0 26.25 213-46301-438200 CITY OF MONTICELLO 7256-007 - 103 Pine St- EDA 04/15/2022 0 45.50 213-46301-438200 CITY OF MONTICELLO 7256-008 - 112 River St. W EDA 04/15/2022 0 45.50 Vendor Subtotal for Dept:46301 117.25 213-46301-443300 US BANK CORPORATE PMT SYS EDAM - 2022 Membership Renewal ( 04/15/2022 0 295.00 Vendor Subtotal for Dept:46301 295.00 213-46301-443990 US BANK CORPORATE PMT SYS Monti Chamber - March Lunch (JT) 04/15/2022 0 15.00 Vendor Subtotal for Dept:46301 15.00 Subtotal for Fund: 213 427.25 Report Total: 427.25 AP -Transactions by Account (04/15/2022 - 12:50 PM) Page I Accounts Payable Transactions by Account User: Debbie.Davidson Printed: 05/02/2022 - 1:34PM Batch: 00215.04.2022 Account Number " CITY O F ' 4 i effo Vendor Description GL Date Check No Amount PO No 213-46301-438100 CENTERPOINT ENERGY 6402832805-8 - 113 Broadway W (1/: 04/30/2022 0 198.51 Vendor Subtotal for Dept:46301 198.51 213-46301-438100 XCEL ENERGY 51-13295413-8 - 103 Pine St 04/30/2022 0 51.23 213-46301-438100 XCEL ENERGY 51-13295413-8 -113 W. Broadway 4P 04/30/2022 0 188.98 Vendor Subtotal for Dept:46301 240.21 213-46301-443990 DEMVI LLC CAM Increase for April 04/30/2022 0 15.84 Vendor Subtotal for Dept:46301 15.84 Subtotal for Fund: 213 454.56 Report Total: 454.56 The preceding list of bills payable totaling $98,370.0 was reviewed and approved for payment. Date: 5/11/2021 Approved by Tracy Hinz- Treasurer AP -Transactions by Account (05/02/2022 - 1:34 PM) Page 1 Accounts Payable Transactions by Account CITY F �User: Debbie.Davidson effo Printed: 04/12/2022 - 9:14AM Batch: 00204.04.2022 Account Number Vendor Description GL Date Check No Amount PO No 213-46301-437100 WRIGHT CO AUDITOR-TREAS R155-010-052060 - 113 W Broadway 04/12/2022 125379 5,822.00 213-46301-437100 WRIGHT CO AUDITOR-TREAS R155-010-052031 - 121 W Broadway 04/12/2022 125379 7,842.00 Vendor Subtotal for Dept:46301 13,664.00 213-46301-443300 INITIATIVE FOUNDATION 2022 Endowment Contribution 04/12/2022 125349 2,390.00 Vendor Subtotal for Dept:46301 2,390.00 213-46301-461500 ALIVE LUTHERAN CHURCH Relocation Benefite Payment 04/12/2022 125333 31,200.00 Vendor Subtotal for Dept:46301 31,200.00 Subtotal for Fund: 213 47,254.00 Report Total: 47,254.00 AP -Transactions by Account (04/12/2022 - 9:14 AM) Page 1 Nry on o' ; WRIGHT COUNTY TAXPAYER SERVICES So 3650 BRADDOCK AVE N.E. STE 1400 s BUFFALO, MN 55313-3666 aS r' 763-682-7573 or 763-682-7574 1g�6 www.co.wright.mn.us We are moving early 2022! PropertyID #: R155-010-052060 T02F"alues for Taxes Payable in 2022 2022 VALUES AND CLASSIFICATION 3entM,,-h2021 9U Step Taxes Payable Year: 2021 20221 Estimated Market Value: 1 259,000 259,000 Homestead Exclusion: Penalty Taxable Market Value: 259,0()11 259,0110 New Improvements: U 4. Credits that reduce your properly taxes d 7dddg o Expired Exclusions: M A. Agricultural and rural land credits Property Classification: COMM COMM Taxpayer ID Number: 248203 00046800 CITY OF MONTICELLO EDA Step PROPOSED TAX SenlhiNowmber10u1 % EXECUTIVE DIRECTOR 2 Proposed Tax: 5,842.00 505 WALNUT ST STE 1 MONTICELLO MN 55362-8831 Inl�l�lllnl��l��llJ�rllllt�lll�'�Illll�tlllldll�ll'lllll'�I�� Step PROPERTY TAX STATEMENT 3 First-half Taxes: 2,911.00 Second -half Taxes: 2,911.(10 Q Total Taxes Due in 2022: 5,822.00 REFUNDS? $ $ $ You may be eligible for one or even two refimdv to reduce your property tax. Read the bock afthi.c statement to find out how to apply. ' Property Tax Taxes Payable Year: 2021 2022 Statement I. Use this amount on Form M I PR to see if you are eligible for a homestead credit refund. 9U Bill Number: loan File by August 15. If this box is checked, you owe delinquent taxes and are not eligible. xn 2. Use these amounts on Form M I PR to see if you are eligible for a special refund. Property Address: Penalty 113BROADWAYW 3. Your property taxes before credits 5,808.00 5,822.00 MONTICELLO MN 55362 U 4. Credits that reduce your properly taxes d 7dddg o M A. Agricultural and rural land credits Property Description: B. Other Credits y N Sect - Il Twp -121 Range -025 ORIGINAL PLAT S. Property taxes after credits 5,808.00 5,822.00 MONTICELLO 10 SECOND STREETN.W. ROOM 230 We are moving early 2022! BUFFALO, MN 55313-11 Al 4 Please check the website for h= Lot -006 Block -052 LOT 6& EI8FT IOINCHES c OF LOT 5 - 6. County 651.38 638.37 ELK 52 EX TR DES TH PRT OF LT 5&6 DES v �- o COM MOST ELY COR OF LT – 7. City or Town (CITY OF MONTICELLO) 530.61 533.79 6 TH N64D5 R'26"W ALG NELY LN 3.06FT TO X. State General Tax 1,054.16 1,063.27 OUTSIDE BLDG LN a 9. School District (0882) A. Voter approved levies 279.79 269.36 F B. Other local levies 451.67 419.18 10. Special Taxing Districts A, MONTI HRA 17.57 18.25 Special Assessment Breakdown: u B. TIF 2,822.82 2,879:78 IL 11. Non -school voter approved referenda levies 12.,rotai properly tax before special assessments 5,808.00 5,822.00 13, Special Assessments on Your Property See Left for Breakdown of Special Assessments Special Assessments locals 14. YOUR TOTAL PROPERTY TAX AND SPECIAL ASSESSMENTS 5,808.00 5,822.00 ata - cool- "M(W �. uI PLEASE READ THE BACK OF THE STATEMENT FOR INFORMATION. PAYABLE 2022 2nd HALF PAYMENT STUB TO AVOID PENALTY PAY ON OR BEFORE: OCTOBER 15, 2022 Property ID Number: R155-010-052060 Total Property Tax for 2022 S 5,822.00 �td�rf Bill Number: 20817 2nd Half Tax Amount $ 2,911.00 Kx ID Number: 248203 Penalty 2nd Half Total Amount Due d�ht in MAKE CHECKS PAYABLE& MAIL T0: Q11J. WRIGHT COUNTY TAXPAYER SERVICES We are moving early 2022! IUFFLO,MN55313-COND STREEf .W. ROOM 230 0 BUFFALO, 55313-] C Please check the website for updates. MN 194 CITY OF MONTICELLO EDA % EXECUTIVE DIRECTOR If your address has changed please check this box 505 WALNUT ST STE 1 andshow the change on the back of this stub. MONTICELLO MN 55362-8831 zv No re 01 -1 wilraa,aques<ed Yew chPCN la -0 Tt,'. 1e I III —id d ft check is -1 M1arwrod. !'� yen, t7y PAYABLE 20221St HALF PAYMENT STUB PLEASE READ THE BACK OF THE STATEMENT FOR IMPORTANT I NFORMATION. t TO AVOID PENALTY PAY ON OR BEFORE: MAY 15, 2022 Property ID Number: 8155-010-052060 Total Property Tax for 2022 $ 5,822.00 9U Bill Number: loan 1sE Half Tax Amount $ 2,911.00 xn ID Number: 248203 Penalty zp o 1st Half Total Amount Due d 7dddg o MAKE CHECKS PAYABLE & MAIL TO: y N 0.1 WRIGHT COUNTY TAXPAYER SERVICES RIME] m 10 SECOND STREETN.W. ROOM 230 We are moving early 2022! BUFFALO, MN 55313-11 Al 4 Please check the website for h= updates. CITY OF MONTICELLO EDA % EXECUTIVE DIRECTORr 505 WALNUT ST STE 1 If your address has changed please check this box �- o MONTICELLO MN 55362-8831 and show the change on the back of this stub, Na recmp[ 1-1110, Ilqueatad.Ve"i edncalM mark Ir Wur 1-19t. 19t. ThS, camel I wld 11 fh¢ wreck Is not S- 4 49497 W a iv Op WRIGHT COUNTY TAXPAYER. SERVICES no,z 3650 BRADDOCK AVE N.E. STE 1400 BUFFALO, MN 55313-3666 4` 763-682-7573 or 763-682-7574 �qy6 www.co.wright.mn.us We are moving early 20221 Property ID #: R155-010-052031 M FV 2021 Values for Taxes Payable in 2022 I VALUES AND CLASSIFICATION Sent Mnrh 2021 7,870.00 Step Taxes Payable Year: 2021 2022 1 Estimated Market Vaiuc: 3311,000 330,000 Homestead Exclusion: Taxable Market Value: 330,000 330.000 New Improvements: 3-,921.00 1 Expired Exclusions: 3,92100 Property Classification: COMM COMM Taxpayer ID Number: 248203 CITY OF MONTICELLO EDA 0004saoo Step PROPOSED TAX Senn in November 2011 I % EXECUTIVE DIRECTOR 2 Proposed Tax: 7,870.00 505 WALNUT ST STE 1 z MONTICELLO MN 55362.8831 1-11111[1-111111Iflt111III 1'Ifnit1llflf1-1111-111 hill '111. 1111 PROPERTY TAX STATEMENT Step First-half Taxes: 3 3-,921.00 1 Secoad-halfTaxes: 3,92100 Total Taxes Due in 2022: 7,842.00 $ $ REFUNDS? le r ne or even two refunds to redatce yourproperiy tax. t., You may he elfoo Read the back of7his statement io find out how to apply, Property Tax Taxes Payable Year: 2021 2022 StatementI. Use this amount on Form MIPR to see ifyou are eligible for a homestead credit refund. File by August 15, Ifthis box is checked, you owe delinquent taxes and are not eligible. 2. Usetheseamountson FonnMIPR to see if you are eligible for a special refund. F.I�IZADWAV ddress: g W o 3. Your property taxes befbre credits 7,81$.00 7,842.00 O MN 55362 tj 4. Credits that reduce your property taxes A. Agricultural and rural land credits Property Description: m B. Other Credits Sect.I I Twp -121 Rmge•025 ORIGINAL PLAT S. Property taxes after credits 7,818.00 7,842.00 MONTICELLO c Lot -003 131ock-052 E201T OF LOT 3 ALSO LOT 4 &LOT u 6. County 2,557.30 2,559.14 5 EX El8PT103NCHES OF LOT 5 BLK 52 v » 7. City or Town (CITY OF MONTICELLO) 2,086.05 2,137.36 X. State General Tax 1,565.04 1,578.57 a 9. School District (0882) e x A. Voter approved levies 578.16 561.53 F B. Other local levies 962.36 932.33 10. Special Taxing Districts Special Assessment Breakdown: a, MONTI HRA 69.09 73.07 e 11. Non -school voter approved referenda levies A. 12. Total property tax before special assessments 7,818.00 7,842.00 13, Special Assessments on Your Property See Left for Breakdown of Special Assessments Special Assessments Totals 14. YOUR TOTAL PROPERTY TAX AND SPECIAL ASSESSMENTS 7,8118000 7,842.00 0 uxj1 PAYABLE 2022 2nd HALF PAYMENT STUB PLEASE READ THE BACK OF THE STATEMENT FOR IMPORTANT INFORMATION, TO AVOID PENALTY PAY ON OR BEFORE: OCTOBER 15, 2022 Property ID Number: R155-010-052031 Total Property Tax for 2022 $ 7,842.00 �tH Bill Number. noels 2nd Half Tax Amount $ 3,921.00 �n ID Number: 248203 Penalty DOS 2nd Half Total Amount Due p 3n� MAKE CHECKS PAYABLE & MAIL TO. za NIA. WRIGHT COUNTf TAXPAYER SERVICES 10 SECOND STREET N.W. ROOM 230 0... o We are moving early 2022! II� BUFFALO, MN 55313-1194F'� Please check the website for updates. CITY OF MONTICELLO EDA o % EXECUTIVE DIRECTOR 505 WALNUT ST STE 1 If your address has changed please check this box and show the change on the back of this stub. y MONTICELLO MN 55362-8831 No rem�IH aen, uniees,equa&o0. You. renceletl Mack a yov, recn,pt. Thu rucoip, is voq it Ne check una honored PAYABLE 2022 SSI HALF PAYMENT STUB PLEASE REAP THE BACK OF THE STATEMENT FOR IMPORTANT INFORMATION. TO AVOID PENALTY PAY ON OR BEFORE: MAY 15, 2022 t b o C� 0 m m m z� s 49495 Lv Property ID Number R155-010-052031 Bill Number: 20816 ID Number: 248203 INf CITY OF MONTICELLO EDA % EXECUTIVE DIRECTOR 505 WALNUT ST STE 1 MONTICELLO MN 55362-8831 We are moving early 2022! Please check the website for updates. Total Property Tax for 2022 $ 7,842.00 1st Half Tax Amount $ 3,921.00 Penalty 1st Half Total Amount Due MAKE CHECKS PAYABLE & MAIL TO: WRIGI IT COUNTY TAXPAYER SERVICPS 10 SECOND STREET N.W. ROOM Z30 ❑a9❑' BITFALO, MN 55313-1194 4 f7 .. E] If your address has changed please check this box and show the change on the back of this stub. N. —.pt cont -Mees requeeled Yom can—d leek Ia mur,eceipL Thu re Ipl m v xl II tho [hack I5 nothonmad. CITY OF MONTICELLO VOUCHER Please complete, sign, and submit to Accts Payable by due date for check run. ® Disb. Ck. Batch Pay by VENDOR: Name Address 1 4o5 F rs .�-. �. ► u� Q s Address 2 L a I' S rj L 4 tj City/ST/Zip Statement/ Invoice No: DISTRIBUTION OF EXPENSE n � l 1l 20 L -Z, Acct. No. Amount Description Project Code -- Z , k pi, oAJ ?� -a- n v — N cfl ur,� dZQ�e o .to n 0 "ro"rAL: $ �j QQ i APPROVED BY voucher.xls DATE: Y-170 Z o 2 ;7, Initiative F 0 U N D A T 1 0 N City of Monticello 505 Walnut St, SteI Monticello MN 55362-8822 Pledge Reminder Invoice # InvoiceDate Memo Balance 1/1/2022 Pledge - 2022 Alloc... 2,390.00 Pledge (Endowed) Thank you for supporting the work of the Initiative Foundation. 2,390.00 Your contribution will provide support for community and economic development in Central Minnesota. Invoice Total 2,390.00 Amount Due $2,390.00 IMPORTANT: Please make payable to Initiative Foundation only and mail to: Initiative Foundation 405 First Street Southeast Little Falls, MN 56345 Phone: 320-632-9255 MINUTES REGULAR MEETING - ECONOMIC DEVELOPMENT AUTHORITY (EDA) Wednesday, November 10th, 2021— 6:00 p.m. Mississippi Room, Monticello Community Center Members Present: President Steve Johnson, Treasurer Tracy Hinz, 011ie Koropchak-White, Mayor Lloyd Hilgart and Councilmember Jim Davidson Members Absent: Vice President Jon Morphew and Hali Sittig Staff Present: Executive Director Jim Thares, Angela Schumann, Hayden Stensgard 1. Call to Order President Steve Johnson called the regular meeting of the Monticello Economic Development Authority to order at 6:00 p.m. 2. Roll Call 3. Consideration of additional agenda items None 4. Consent Agenda a. Consideration of Approving Regular Meeting Minutes — October 13, 2021 b. Consideration of Payment of Bills c. Consideration of Authorizing a Donation to the Initiative Foundation for use in Community Economic Development Programs in the amount of $2,390 from the 2022 EDA General Fund Budget d. Consideration of approving Billboard Lease agreements with -Lamar Companies and Reagan Outdoor Advertising MAYOR LLOYD HILGART MOVED TO APPROVE THE CONSENT AGENDA; JIM DAVIDSON SECONDED THE MOTION. MOTION CARRIED UNANIMOUSLY, 5-0. Regular Agenda 5. Consideration of Resolution #2021-13 Authorizing entering into a Purchase Agreement with KC & the Bovs. LLC for acquisition of real oronerty located at 113 West Broadwav in the amount the amount of$528,000 Executive Director Jim Thares provided an overview of the agenda item to the EDA and the public. The 8,552 square foot property is located in the middle of Block 52 and fronts on Broadway and given its location it is critical the EDA's goals of redeveloping Block 52. The proposed purchase price is $528,000. The acquisition of the parcel will property owners will be notified ahead of time. 7. Economic Development Manager's Report Jim Thares provided an overview of the Economic Development Manager's Report to the EDA and the public. Steve Johnson made the comment referring to the Multi -Family Development Projects - Proposal Summary that potential residential projects could change the complexion of Monticello, having almost 1,000 new units added to the City. Jim Thares said that if all the proposals move forward that it may end up bringing more retail businesses to the City as well. Lloyd Hilgart asked when Jim would know if Duffy received their federal tax credit. Jim Thares said that staff is planning to reach out to them to touch base. Steve Johnson asked if the City will be ready to proceed if and when that development gets approved for funding by Minnesota Housing Finance Agency (MHFA). Jim Thares confirmed and said that there will be a lot of review and approval steps yet to complete by the EDA, Planning Commission and the City Council. 8. Adjourn TRACY HINZ MOVED TO ADJOURN THE REGULAR MEETING OF THE MONTICELLO ECONOMIC DEVELOPMENT AUTHORITY. OLLIE KOROPCHAK-WHITE SECONDED THE MOTION. MOTION CARRIED UNANIMOUSLY, 5-0. MEETING ADJOURNED AT 6:55 P.M. Recorder: Hayden Stensgard Approved: December 8, 2021 Attest:(ivv� im Tha es, Economic Development Director CITY OF MONTICELLO VOUCHER Please complete, sign, and submit to Accts Payable by due date f'or check run. ® Disb. Ck. Batch VENDOR: Name _A 1 -,-jQ, ( !/,LIrjL- Address 1 Address 2 City/ST/Zip 1`,�i o�� ...�I tp M� �3�2 Statement/ Invoice No DISTRIBUTION OF EXPENSE Pay by: , 2022 ®■Project Description Code 7lVTi*fINmw �T I PIT- TOTAL: $ 3 , ?..a fl APPROVED B PDATE: 3�Z,q yp ZZ voucher.xls 0 LF 0 U 0 z W m .. Memorandum To: Jim Thares, Monticello EDA From: Penny Rolf Date: March 28, 2022 Re: Monticello Downtown Redevelopment Project Business Re-establishment Claim #1 —Alive! Lutheran Church Attached is the Business Re-establishment Claim # 1 for Alive! Lutheran Church Calculation: $3,300/month — Replacement Site $2,000/month — Displacement Site $1,300/month — Difference X 24 months $31,200.00 Claim # 1 Ki014511•000',ROWlParcel FoldersZhurchlRelocahon Claims• Completedl8usiness Re-Fst. ClaimsWemo - BRE It 1.docx wsb, 3/28/22 Monticello Downtown Redevelopment Proiect A B C D —FPOUC; A11veJ wtneran cnurci E F Business Re- Moving - Not 1 Self- Contractor Establishment Claim Claim Category Claim Description Submitted Eligible Recommended Documentation Comments $2000/mo -displacement site rent 2 Displacee 1 24.304 (a)(6)(1) Increased rent $31,200.00 $31,200.00 Leases $3300/mo - replacement site rent $1300/month x 24 months = $31,200 3 4 TOTAL $31,200.00 $31.200.00 $0.00 Monticello Economic Development Authority ,,.2017/08 REESTABLISHMENT ** Important: See Over for Definitions /Acknowledgement(s) ** Occupancy (Days) IM Business ❑ Non -Profit 0:5893+?90 13 Farm ❑ Government ❑Advance oPartiai OFinal Payee(s): Alivel Lutheran Church Submitted Amount $ 31,200.00 District Approval: Dist. - S.P. Parcel - Agency Approval• pie /4RtgrizatiDn pats C.S. Proj ID_ Date Application Approved: Fed No. County_ Wright Vendor No.: Acquisition: ❑ Pending �B Accepted ❑ Em. Domain Attn. Finance: Parcel Owner: Mail Check To: (Name or caption) Monticello EDA Addressee(s): Alivel Lutheran Church Parcel Addr.: 121 W. Broadway Mailing Addr.: 12 Box 1166 121 W. Broadway City, State Zip: Monticello MN 55362 City, State Zip: Monticello MN 55362 RELOCATION CLAIM ELIGIBILITY LOCATION OF REPLACEMENT SITE Displacee Facility Name Name(s): and/or Type: Commercial Building Occupancy Date: 2010 ❑ Owner ® Tenant Street Address: 4041 Chelsea Road Eligibility Date: 11-25-20 Acquisition Date: 12-31-20 (Notice Of Intent or Purchase Offer) (if determined, else `Pending') — City, State Zip: Monticello, MN 55362 _ 1. Repairs or improvements to the replacement real property required by law, code, or ordinance ...............................$ 2. Modifications to the replacement property to accommodate the business operation ..................................................$ Construction and installation of Exterior Signing to advertise the business................................................................$ 4. Redecoration or replacement costs of soiled or worn surfaces at the replacement site .............................................$ 5. Advertisement of the replacement location................................................................................................................$ 6. Estimated increased costs of operation during first 2 yrs ........................................ (leases, taxes, insurance, etc.) $ 31,200.00 7. Other item costs essential, reasonable and necessary to reestablish ................(confirm eligibility with the Agency) $ TOTAL THIS CLAIM............................................................................................................ (maximum $ 50,000.00) $ 31,200.00 Total Reestablishment Claims Paid -To -Date (including this claim) :...... <$ p > Eligible remaining Reestablishment expenses claimable: ........................ $ 31,200.00 Residency Certification: Federal law requires certification of residency status, please check the category or complete the section below that applies to your occupancy status in the United States (see over for definitions). Your signature constitutes certification. Sole Proprietorship: I certify that I am: ❑ a United States citizen ❑ an alien lawfully present in the United States ❑ a United States national ❑ a non-U.S. citizen not present in the United States Partnership: I certify that there are partners in the partnership and that are citizens of the United States, and/or are aliens lawfully present in the United States, and are non-U.S. citizens not present in the United States. Corporation: I certify that Alive! Lutheran Church is established by law and authorized to conduct business in the United States. Claimant Acknowledgement: I, the undersigned, do hereby certify that the above information is true and correct and that documentation attached hereto accurately represents eligible expenses. I also certify that I have not previous �gubmitted nor r�r%ed p9'Tent r any expf�'se submitted with this claim. OFFICIAL USE ONLY: (Comments) Authorized t' ``L ( CiL,.c!co� �1 r -et, Signature: Name (print)Jr c : Telephone:( - ,J - j'jL/ Date: Re-establishment Costs Claim v.2017l08 Re-establishment Costs Claim Page 1 of 2 RL1033 INELIGIBLE REESTABLISHMENT EXPENSES The following is a nonexclusive listing of reestablishment expenditures not considered to be reasonable, necessary, or otherwise eligible: 1. Purchase of capital assets, such as, office furniture, filing cabinets, machinery, or trade fixtures. 2. Purchase of manufacturing materials, production supplies, product inventory or other Items used in the normal course of the business operation. 3. Interest on money borrowed to make the move or purchase the replacement property. 4. Payments to a part-time business in the home which does not "Contribute Materially" to the household income. Contribute Materially: The term "contribute materially" means that during the 2 taxable years prior to the taxable year in which displacement occurs, or during such other period as the Agency determines to be more equitable, a business or farm operation: 1. Had average annual gross receipts of at least $5,000; or 2. Had average annual net earnings of at least $1,000; or 3. Contributed at least 33% % of the owner's or operator's average annual gross income from ail 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 appropriate criteria. Citizenship 1 immigration Terms Defined 49 CFR 24.2(a)12) Alien not lawfully presentfn the United States. The phrase "alien not lawfully present in the United States" means anal ien who is not "lawfully present" in the U.S. as defined in 8 CFR 103.12 and includes: (i) An alien present in the U.S. who has not been admitted or paroled into the U.S. pursuant to the immigration and Nationality Act (8 U.S.C. 1101 et seq. ) and whose stay in the U.S. has not been authorized by the United States Attorney General; and, (ii) An alien who is present in the U.S. after the expiration of the period of stay authorized by the United States Attorney General or who otherwise violates the terms and conditions of admission, parole or authorization to stay in the U.S. • Aliens: Aliens are people who have left (emigrated) a foreign country to the United States. They have some of the same freedoms and legal rights as U.S. citizens, but they cannot vote in elections. * Resident Aliens: A foreigner who is a permanent resident of the country in which he or she resides but does not have citizenship. To fall under this classification in the U.S., you need to either currently have a green card or have had one In the last calendar year. You also fall under the US. classification of resident alien if you have been in the U.S. for 31 days or more during the current year along with having been in the U.S. for at least 183 days over a three-year period that includes the current year. • Non -Resident Aliens: A'non-U.S. citizen' who doesn't pass the green card test or the substantial presence test. If a non -citizen currently has a green card or has had a green card in the past calendar year, he or she would pass the green card test and would be classified as a resident alien. If the individual has resided in the U.S. for 31 days or more in the current year and resided in the U.S. for more than 183 days over a three-year period, including the current year, he or she would pass the substantial presence test and be classified as a resident alien. • Nationals: American Nationals are natives of American territorial possessions. They have all the legal protections which citizens have, but they do not have the full political rights of US citizens. According to 8 U.S.C. §1408 it is possible to be a U.S. national without being a U.S. citizen. A person whose only connection to the U.S. is through birth in an outlying possession (of 2005 is limited to American Samoa and Swains Island), or through descent from a person so born acquires U.S. Nationality but not U.S. Citizenship_ This was formerly the case In other U.S. possessions: Guam (1898 -1950) (Citizenship granted by an Act of Congress) • Puerto Rico (1898 -1917) (Citizenship granted by an Act of Congress) * U.S. Virgin Islands (1917 -1927) (Citizenship granted by an Act of Congress) Nationals who are not citizens cannot vote or hold elected office. However, they may reside and work in the United States without restrictions and apply for citizenship under the same rules as other resident aliens. Not all U.S. nationals are U.S. citizens; however, all U.S. citizens are U.S. nationals. Indeed, U.S. passports normally make no distinction between the two, mentioning only the bearer's nationality, not his/her citizenship. *Citizens: Persons born in the U -S. or to US. citizens in foreign countries are citizens of the United States. Persons born in other countries who want to become citizens must apply for and pass a citizenship test. Those who become citizens in this manner are naturalized citizens. * Natural Born Citizens: A "natural born citizen" is a person born in the territory of the U.S. or to United States of America citizen parents. * Naturalized Citizens: A "naturalized citizen" is someone who was not born on U.S. soil- they were not a citizen of the country when they were born, but have gone through the process of becoming a citizen. I do hereby affirm that, to the best of my knowledge, the displacee is eligible for qualified Reestablishment reimbursements, based on displacee's occupancy of the parcel as a place of economic activity at the time of the initiation of negotiations and/or at the time of the parcels acquisition. I further affirm that the displacee qualifies (49 GFR Pt. 24) as a "displaced person", is a small business, farm or non-profit organization, and is therefore entitled to receive Reestablishment payment(s), not to exceed $50,000 (M.S. §117.51), for eligible expenses actually incurred in relocating and reestablishing such small business, farm or non-profit organization at a replacement site. Signed: -3- Re-establishment Costs Claim Page 2 of 2 RL1033 LEASE This Lease is a legal agreement between the Tenant and the Landlord to rent the Property described below. The word Landlord as used in this Lease means the City of Monticello Economic Development Authority, and the Landlord's address is 505 Walnut Street, Suite 1, Monticello, MN 55362. The word Tenant as used in this Lease means Alive Lutheran Church, except as otherwise provided herein. This Lease is a legal contract that can be enforced in court against the Landlord or the Tenant if either one of them does not comply with this Lease. 1. Description of Property. The address of the Property is 121 West Broadway Avenue, Monticello, Minnesota. 2. Term of Lease. This Lease is a month-to-month lease starting on the 15th day of February, 2021. This lease may be terminated by either party upon 6f! .days .written notice, except as provided in paragraph 7(c) hereof. After such date, and compliance with such requirement, Alive Lutheran Church will be released from the terms of this Lease. 3. Rent. a. Amount. The rent for the Property is Two Thousand and no 100ths Dollars ($2000.00) per month in advance. b. Payment. Rent due on January 15, 2021 in the amount of $2000.00 has been paid in advance. The rent payment for each month beginning in February 2021 must be paid before the 15th of the month, at the Landlord's address: The Landlord does not need to give notice to Tenant to pay the rent. Tenant understands that Landlord will not accept a partial payment of rent. In the event rent is not paid by the 20th of each month, there will be a late fee of $25.00 assessed and payable without demand. 4. Security Deposit. No security deposit has been received or is required by the Landlord. 5. Quiet Enjoyment. If Tenant pays the rent and complies with all other terms of this Lease, Tenant may use the Property for the term of this Lease. 6. Use of Property. The Property must be used only as a church and for no other purpose. The Tenant may not use the Property for any unlawful activity. In particular, Tenant agrees that (a) Tenant will not unlawfully allow controlled substances on the Property; and (b) the property will not be used by the Tenant or others acting under his or her control to manufacture, sell, give away, barter, deliver, exchange, distribute, or possess a controlled substance in violation of any local, state, or federal law, including Minn. Stat. Chapter 152. This agreement by Tenant is not violated if a person other than Tenant possesses or allows controlled substances in the Property or on the property unless the Tenant knows or has reason to know of the activity. 7. Maintenance and Repair. a. By Landlord. Landlord promises (1) to keep the Property in reasonable repair during the term of the Lease, except when the damage was caused by the intentional or negligent action of the Tenant or Tenant's guests; and (2) to 69747M TMR MN32542 Property will in no way ensure or protect Tenant from Liability claims which may be made against Landlord. DATED: , -2 2021 LANDLORD: CITY OF MONTICELLO DEVELOPMENT AUTHORITY By: Its: Vice ,._-Its: L)dW1itive Director _ 647470v2 TMR MN32542 REAL ESTATE LEASE THIS LEASE, dated the 1st day of April 1, 2022 is between LSW Properties, LLC and/or its assigns (hereinafter referred to as "Lessor') and Alive! Lutheran Church, (hereinafter referred to as "Lessee"). RECITALS: Lessor hereby Leases to Lessee, and Lessee hereby rents from the Lessor that 2307 sq. ft. of that certain building and all of its contents located at 4041 Chelsea Road West, Monticello, Minnesota 55362 (hereinafter referred to as the "Premises"). It is understood and agreed that the Lease includes use of all of its contents of the Premises and non-exclusive use of 29 free parking lots benefiting the Premises which are immediately adjacent to the Premises. This Lease is subject to the following provisions and terms: 1. Term of Lease -36 month. This Lease shall start on April 15t, 2022 and terminate on March 31, 2024. 2. Lease Renewal: Lessee may negotiate a new lease with the Landlord with a 60 day prior notice before the end of the current lease term. 3. Rent. Lessee agrees to pay the rent amount of $3,300.00 per month. beginning April 1", 2022 through March 31, 2024. A $25.00 late fee will be charged to Lessee for any rents received after the 71 day of the month in which it is due. Rent shall include all property tax, association dues, and owners building insurance and maintenance provided by Lessor. A security deposit is required of $3,300 upon signing of lease. 4. Payments of Utilities. Lessee is responsible for all gas, electric, phone, internet and garbage used by Lessee. The Lessor will pay all common area charges for all utilities. 5. Maintenance of Leased Premises. Lessee shall be responsible for all maintenance within the Premises, and Lessee agrees to keep the Premises in a good state of repair. Lessee shall keep the interior of the Premises in a clean manner. Notwithstanding the foregoing, any cost of repairs or improvements to the Premisesi 9r, to any common areas which are occasioned by the intentional act, negligence or default of the Lessee, its employees, agents or invitees and which arises out of the nature of Lessee's use and occupancy of the Premises shall be paid for by, Lessee as additional rent immediately upon billing. Lessee TH WITNESS WHEREOF, the parties hereto have signed this Lease on the date set forth below and they agree that this Lease becomes effective on the date of t - f , 2q. LESSOR LSW Properties, LLC. BY__e LESSEE Alive! Lutheran Church 1/7 Accounts Payable Transactions by Account User: Debbie.Davidson Printed: 04/20/2022 - 3:04PM Batch: 00203.04.2022 Account Number Vendor Description GL Date Check No CITYonticello Amount PO No 213-00000-220110 ECM PUBLISHERS INC TIF 1-44 - PH Ad# 1216373 04/26/2022 0 239.98 Vendor Subtotal for Dept:00000 239.98 213-00000-220110 KENNEDY AND GRAVEN CHAR] TIF 1-44 - Washburn POS Economic I 04/26/2022 125412 1,021.00 213-00000-220110 KENNEDY AND GRAVEN CHAR] 21TOO 1 - Headwaters Apartment TIF - 04/26/2022 125412 1,806.00 213-00000-220110 KENNEDY AND GRAVEN CHAR] 21TOO 1 -Headwaters Townhomes TIF 04/26/2022 125412 1,209.00 Vendor Subtotal for Dept:00000 4,036.00 213-00000-220110 WSB & ASSOCIATES INC 2022 Economic Dev Svcs TIF 1-44 - F 04/26/2022 0 1,113.00 Vendor Subtotal for Dept:00000 1,113.00 213-00000-220110 NORTHLAND SECURITIES INC TIF 1-45 Block 52 - March 2022 04/26/2022 125423 2,365.00 213-00000-220110 NORTHLAND SECURITIES INC TIF 1-44 Washburn - March 2022 04/26/2022 125423 4,085.00 213-00000-220110 NORTHLAND SECURITIES INC 21TOO 1 - TIF 1-43 Headwaters Villas 04/26/2022 125423 322.50 213-00000-220110 NORTHLAND SECURITIES INC 21TOO 1 - TIF 1-43 Headwaters Apartn 04/26/2022 125423 322.50 Vendor Subtotal for Dept:00000 7,095.00 213-46301-430400 KENNEDY AND GRAVEN CHAR] Project Suburban Expansion Purchase 04/26/2022 125412 1,588.75 Vendor Subtotal for Dept:46301 1,588.75 213-46301-430910 ADVANCED ENGINEERING & EN EDA Integrated Marketing & Comm F 04/26/2022 125397 6,055.00 AP -Transactions by Account (04/20/2022 - 3:04 PM) Page 1 Account Number Vendor Description GL Date Check No Amount PO No AP -Transactions by Account (04/20/2022 - 3:04 PM) 0 0 0 125398 125398 125398 125410 125433 900.00 2,352.00 3,252.00 203.06 203.06 5,443.97 5,557.47 150.00 11,151.44 12,500.00 12,500.00 3,000.00 3,000.00 50,234.23 50,234.23 Page 2 Vendor Subtotal for Dept:46301 213-46301-431993 WSB & ASSOCIATES INC 2022 Economic Services Monthly Ret 04/26/2022 213-46301-431993 WSB & ASSOCIATES INC Downtown Redevelopment Project - F 04/26/2022 Vendor Subtotal for Dept:46301 213-46301-435100 ECM PUBLISHERS INC PH Sale of Property Ad# 1216299 04/26/2022 Vendor Subtotal for Dept:46301 213-46301-461500 ALIVE LUTHERAN CHURCH Relocation Benefit Payment #2 04/26/2022 213-46301-461500 ALIVE LUTHERAN CHURCH Relocation Benefit Payment #3 04/26/2022 213-46301-461500 ALIVE LUTHERAN CHURCH Relocation Benefit Payment - New Re 04/26/2022 Vendor Subtotal for Dept:46301 213-46301-461500 INNOVATIVE STUCCO INC Relocation Benefit Payment #2 04/26/2022 Vendor Subtotal for Dept:46301 213-46301-461500 SHILOH THOMPSON Relocation Benefit Payment #2 04/26/2022 Vendor Subtotal for Dept:46301 Subtotal for Fund: 213 Report Total: AP -Transactions by Account (04/20/2022 - 3:04 PM) 0 0 0 125398 125398 125398 125410 125433 900.00 2,352.00 3,252.00 203.06 203.06 5,443.97 5,557.47 150.00 11,151.44 12,500.00 12,500.00 3,000.00 3,000.00 50,234.23 50,234.23 Page 2 ECMPublishers, Inc, 4095 Conn Rapids Blvd. ('.00n Rapids, MN 55433 t ddress Service Requested CITY OF MONTICELLO -- ATTN: ACCOUNTS PAYABLE 505 WALNUT ST STE 1 MONTICELLO, MN 55362 PLEASE CHECK BOX IF ADDRESS CHANGED e. INDICATE NEW ADDRESS Page # 3 invoice Date 3/31/2022 Invoice Nu�1216373 88456 Terms Net 30 Check Number Amount Paid Account# 429204 $239.98 ALArUUNT NUMBER START DATE STOP DATE EDITION DATE 429204 ACCOUNT REPRESENTAI 03131!22 03/31/22 3131!2022 Monticello Legats 763-691-f Please return ttre upper portion with your payment. Or call 763-712-2494 with a credit card payment. PUBLICAT€ON DATE AD# CLASSDE3CRIPTIgNITAG LINE TYPE SIZE QTYI Monticello Times03/31/2022 12 X6373 350 April 11 PMI District No -1 44 TIMES LD 2.0 X 6.33 1 884560 239.98 Net Amount 239.98 Shipping 000 Tax 0.00 Amount Due 239.98 ECM/t f $30 charge assessed for returned checks. j�/1 PIXEL I V K 1- Vis Report errors within 5 days to ensure consideration. Put)]jsuers, Inc. CREATIVE GROUP Unpaid balances over 30 days past due will incur 1.5% d'- '"'"' °' finance charge per month (Minimum .50 per month). yl AFFIDAVIT OF PUBLICATION STATE OF MINNESOTA ) ss COUNTY OF WRIGHT Karen Nelson being duly sworn on an oath, states or affirms that he/she is the publisher's Designated Agent of the newspaper(s) known as: Monticello Times with the known office of issue being located in the county of: WRIGHT with additional circulation in the counties of: SHERBURNE and has full knowledge of the facts stated below: (A) The newspaper has complied with all of the requirements constituting qualifica- tion as a qualified newspaper as provided by Minn. Stat. §331A.02. (B) This Public Notice was printed and pub- lished in said newspaper(s) once each week, for 1 successive week(s); the first insertion being on 03/31/2022 and the last insertion being on 03/31/2022. MORTGAGE FORECLOSURE NOTICES Pursuant to Minnesota Stat. §580.033 relating to the publication of mortgage foreclosure notices: The newspaper complies with the conditions described in §580.033, subd. 1, clause (1) or (2), If the newspaper's known ofce of issue is located in a county adjoining the county where the mortgaged premises or some part of the mortgaged premises described in the notice are located, a substantial portion of the newspaper's circulation is in the latter county. B: Designated Agent Subscribed and sworn to or affirmed before me on 03/31/2022 by Karen Nelson. Notary Public yye�sv�!/y�yyygfygc, E.w '° QARLENE MA91E MACPHERSON raOT01Y RIBLrr,-1,t�,�. ,li sOT '`a; Y laiy CMMIA&Ctt Expires JZ131, 2024 �'��_�'��r'�P°M�AE.p*WYx MM -1\11 �.MdW Llh �1•_ Rate Information: (1) Lowest classified rate paid by commercial users for comparable space: $18.50 per column inch Ad ID 1216373 CITY OF MONTI'CELLO NOTICE OF PUBLIC HEARING NOTICE IS HEREBY GIVEN that the City Council of the City of Mon- ticello. Minnesota, will hold a public hearing on Monday, April 11, 2022, at approximately 6:30 p.m. in the City Hall Council Chambers, 505 Wal- nut Street, Monticello, relating to the proposed establishment of Tax in- crement Financing (Economic Development) District No. 1-44 (the "TIF District") within the Central Monticello Redevelopment Project No. 1, and the proposed approval of a Tax Increment Financing Plan relating to the TIF District, pursuant to Minnesota Statutes, Sections 469.090 to 469.1081, as amended, and Sections 469.174 through 469.1794, as amended. Copies of the proposed Tax Increment Financing Plan will be on file and available for public inspection at the office of the City Clerk at City Hall. The property included within Central Monticello Redevelopment Project No. 1 is described in the Redevelopment Plan on file in the of- fice of the City Clerk. The property to be included within the proposed TIF District is described in the Tax Increment Financing Plan on file in the office of the City Clerk. The boundaries of Central Monticello Rede- velopment Project No. 1 and the proposed TIF District are shown in the following map, '�!..M1i[FIIRLI�: Ckiiii>I MonIlCYIiP YPdF`�IcpmY�! Oiajon Wka![ 4 lMtlhRCklfo, MH ..... 4.1 Al[ interested persons may appear at the hearing and present their views orally or in writing prior to the hearing to City }fall, 505 Walnut Street, Monticollo, MN 55362. BY ORDER OF THE CITY COUNCIL /s/ City Clerk Published in the Monticello Times March 31, 2022 1216373 From: Jim Thares To: Julie Cheney Subject: RE: ECM (2) Date: Monday, April 18, 2022 5:36:17 PM Attachments: imaae001.ona Hi Julie, these are both okay to pay. Please code as shown below (see red font). From: Julie Cheney <Julie.Cheney@ci.monticello.mn.us> Sent: Wednesday, April 13, 2022 9:26 AM To: Jim Thares <Jim.Thares@ci.monticello.mn.us> Subject: FW: ECM (2) Hi Jim -following upon these. Thank you! From: Julie Cheney Sent: Monday, April 4, 2022 12:08 PM To: Jim Thares <Jim.Thares(@ci.monticello.mn.us> Subject: ECM (2) Jim Please see the attached invoices from ECM: Inv# 884559 — PH Sale of Property - $203.06 - 213-46301-435100 (this will be recouped via the closing settlement statement during the closing transaction). Inv# 884560 — PH TIF 1-44 - $239.98 - Headwaters TIF Escrow Account Okay to pay? Please provide coding. Thanks, Julie Cheney Finance Assistant City of Monticello 763-271-3205 Julie.Cheney@ci.monticello.mn.us W;1111' Oil 1111111111111111110�•-11111 • CITY OF L Monticello Email correspondence to and from the City of Monticello government offices is Page: 4 Kennedy & Graven, Chartered 150 South Fifth Street, Suite 700 Minneapolis, MN 55402 City of Monticello February 28, 2022 MN190-00172 Washburn POS Economic Development TIF District Through February 28, 2022 For All Legal Services As Follows: Hours Amount 2/1/2022 GAF Review and revise EDA resolution calling public hearing 0.60 150.00 2/1/2022 LJK Draft EDA resolution requesting public hearing 0.70 147.00 2/2/2022 GAF Conference calls with T Omdal and J Thares regarding status of project and requirements for economic development TIF district; draft email to L Kantner regarding requirements for contract 0.80 200.00 2/7/2022 LJK Draft city resolution calling public hearing on the establishment of TIF district 0.40 84.00 2/8/2022 GAF Review City Council resolution calling public hearing 0.50 125.00 2/25/2022 LJK Review and comment on TIF Plan. 1.50 315.00 Total Services: $ 1,021.00 Total Services and Disbursements: $ 1,021.00 From: Jim Thares To: Julie Cheney Subject: RE: Kennedy & Graven (4) Date: Monday, April 18, 2022 4:48:47 PM Attachments: imacae001.ina Hi Julie, these are all okay to pay. Please code as shown below (see red font). From: Julie Cheney <Julie.Cheney@ci.monticello.mn.us> Sent: Wednesday, April 13, 2022 1:18 PM To: Jim Thares <Jim.Thares@ci.monticello.mn.us> Subject: Kennedy & Graven (4) Jim Please see the attached invoices from Kennedy & Graven: Inv# MN190-00163 -Headwaters Town homes TIF - $1,209.00 -Headwaters TIF Escrow Account Inv# MN190-00170 — Headwaters Apartment TIF - $1,806.00 - Headwaters TIF Escrow Account Inv# MN190-00171 —Suburban Expansion & Development - $1,588.75 - EDA General Fund —213- 46301-430400 This will be recouped through the closing settlement statement at the transaction closing event. Inv# MN190-00172 — Washburn POS Econ Development & TIF - $1,021.00 - Washburn TIF Escrow Account (please see me with questions on this escrow account). 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 Page: 2 Kennedy & Graven, Chartered 150 South Fifth Street, Suite 700 Minneapolis, MN 55402 City of Monticello February 28, 2022 MN190-00170 Headwaters Apartments TIF Through February 28, 2022 For All Legal Services As Follows: Hours Amount 2/1/2022 GAF Review and revise EDA approving resolution 0.60 150.00 2/2/2022 GAF Conference call with J Thares and T Omdal regarding 0.10 25.00 status of project 2/2/2022 LJK Draft City Resolution approving TIF District 0.90 189.00 2/7/2022 GAF Review resolutions approving TIF District 1.40 350,00 2/7/2022 LJK Update City Resolution Approving TIF District 0.20 42.00 2/8/2022 LJK Begin drafting TIF Assistance Agreement and EDA 1.40 294.00 approval resolution 2/25/2022 LJK Draft and revise contract for private development. 1.90 399.00 2/28/2022 LJK Work on revising purchase and development contract 1.70 357.00 Total Services: $ 1,806.00 Total Services and Disbursements: $ 1,806.00 From: Jim Thares To: Julie Cheney Subject: RE: Kennedy & Graven (4) Date: Monday, April 18, 2022 4:48:47 PM Attachments: imacae001.ina Hi Julie, these are all okay to pay. Please code as shown below (see red font). From: Julie Cheney <Julie.Cheney@ci.monticello.mn.us> Sent: Wednesday, April 13, 2022 1:18 PM To: Jim Thares <Jim.Thares@ci.monticello.mn.us> Subject: Kennedy & Graven (4) Jim Please see the attached invoices from Kennedy & Graven: Inv# MN190-00163 -Headwaters Town homes TIF - $1,209.00 -Headwaters TIF Escrow Account Inv# MN190-00170 — Headwaters Apartment TIF - $1,806.00 - Headwaters TIF Escrow Account Inv# MN190-00171 —Suburban Expansion & Development - $1,588.75 - EDA General Fund —213- 46301-430400 This will be recouped through the closing settlement statement at the transaction closing event. Inv# MN190-00172 — Washburn POS Econ Development & TIF - $1,021.00 - Washburn TIF Escrow Account (please see me with questions on this escrow account). 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 Page: 1 Kennedy & Graven, Chartered 150 South Fifth Street, Suite 700 Minneapolis, MN 55402 City of Monticello February 28, 2022 MN190-00163 Headwaters Townhomes TIF 1 s ' APA - 8 2022 E Through February 28, 2022 For All Legal Services As Follows: Hours Amount 2/1/2022 GAF Review and revise EDA approving resolution 0.60 150.00 2/2/2022 LJK Draft City resolution to approve TIF District 0.90 189.00 2/4/2022 LJK Revise EDA Resolution Approving TIF District 0.10 21.00 2/7/2022 GAF Review resolutions approving TIF district 1.40 350.00 2/7/2022 LJK Update City resolution approving TIF District 0.20 42.00 2/8/2022 LJK Begin drafting TIF Assistance Agreement and EDA 1.40 294.00 approval resolution 2/9/2022 GAF Conference call with T Omdal 0.10 25.00 2/14/2022 LJK Update Resolutions approving TIF Districts, send to the 0.30 63.00 EDA, 2/22/2022 GAF Research model TIF agreement 0.30 75.00 Total Services: $ 1,209.00 Total Services and Disbursements: $ 1,209.00 From: Jim Thares To: Julie Cheney Subject: RE: Kennedy & Graven (4) Date: Monday, April 18, 2022 4:48:47 PM Attachments: imacae001.ina Hi Julie, these are all okay to pay. Please code as shown below (see red font). From: Julie Cheney <Julie.Cheney@ci.monticello.mn.us> Sent: Wednesday, April 13, 2022 1:18 PM To: Jim Thares <Jim.Thares@ci.monticello.mn.us> Subject: Kennedy & Graven (4) Jim Please see the attached invoices from Kennedy & Graven: Inv# MN190-00163 -Headwaters Town homes TIF - $1,209.00 -Headwaters TIF Escrow Account Inv# MN190-00170 — Headwaters Apartment TIF - $1,806.00 - Headwaters TIF Escrow Account Inv# MN190-00171 —Suburban Expansion & Development - $1,588.75 - EDA General Fund —213- 46301-430400 This will be recouped through the closing settlement statement at the transaction closing event. Inv# MN190-00172 — Washburn POS Econ Development & TIF - $1,021.00 - Washburn TIF Escrow Account (please see me with questions on this escrow account). 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 701 XENIA AVENUE S SUITF 3070 MINNEAPOLIS, MN 55416 City of Monticello Attn: Sarah Rathlisberger, CPFO Finance Manager 505 Walnut Street, Suite 1 Monticello, MN 55362-8831 March 29, 2022 Project/Invoice: R-019675-000 - 2 Reviewed by: Bret Weiss Project Manager: James Gromberg 2022 Economic Development Services City Staff Reviewer - Jim Thares GL Acct # 213.46301.431993 Professional Services from February 1 2022 to February 28 2022 Phase 001 Economic Development Services Monthly Retainer Monthly Retainer $900 / Lump Sum Fee S10,800 for this task Fee Total Fee 10,800.00 wsb Percent Complete 16.6667 Total Earned 1,800.00 Previous Fee Billing 900.00 Current Fee Billing 900.00 Total Fee 900.00 Total this Task $900.00 Special Projects Hours Rate Amount Gromberg, James 2/7/2022 .50 159.00 79.50 Call Jim Thares on Next Steps for the project and Site Status Gromberg, James 2/9/2022 .50 159.00 79.50 Call Wayne Elam Site Design Gromberg, James 2/10/2022 1.00 159.00 159.00 Washburn Project Expansion Site Gromberg, James 2/11/2022 1.50 159.00 238.50 Washburn Project Expansion Site Gromberg, James 2/17/2022 2.50 159.00 397.50 Washburn Expansion Project Information Gromberg, James 2/21/2022 1.00 159.00 159.00 Washburn Project Information Wayne Elam Totals 7.00 1,113.00 Total Labor 1,113.00 Total this Task $1,113.00 Total this Phase $2,013.00 Total this Invoice $2,013.00 Project R-019675-000 MONT - 2022 Economic Development Service Invoice 2 Billings to Date Current Prior Total Fee 900.00 900.00 1,800.00 Labor 1,113.00 795.00 1,908.00 Totals 2,013.00 1,695.00 3,708.00 Page 2 From: Jim Thares To: Julie Cheney Subject: RE: WSB (3) Date: Monday, April 18, 2022 5:31:15 PM Attachments: imacae001.ina Hi Julie, these are all okay to pay. Please code as shown below (see red font). From: Julie Cheney <Julie.Cheney@ci.monticello.mn.us> Sent: Wednesday, April 13, 2022 9:27 AM To: Jim Thares <Jim.Thares@ci.monticello.mn.us> Subject: FW: WSB (3) Hi Jim — Following up on these. Thank you! From: Julie Cheney Sent: Friday, April 1, 2022 3:09 PM To: Jim Thares <Jim.Thares(@ci.monticello.mn.us> Subject: WSB (3) Jim Please see the attached invoices from WSB: Inv# R014511-000 21 - $2,352.00 - 213-46301-461500 Redevelopment Activities Line Item Inv# R019194-0005-$363.50 - CET Grant coding —these invoices pertain to the Phase 1 ESA Study in OCBP which is part of the CET Grant. Please see Sarah or Liz Lindrud for coding. Inv# R019675-000 2 - $2,013.00 - This one must be split. The top $900.00 portion of the invoice should be coded to the monthly 213-46301-431993 Professional Services — Economic Development Services billing; the bottom portion in the amount of $1,113.00 should be coded to the Washburn TIF Escrow Account (Please see me with questions on this account). Okay to pay as coded? Thank you, Julie Cheney Finance Assistant City of Monticello 763-271-3205 Julie.Cheney@ci.monticello.mn.us AP@ci.monticello.mn.us CITY �-�OF Monticello Email correspondence to and from the City of Monticello government offices is subject to the Minnesota 6overnment 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 Dev. Manager 505 Walnut Street, Suite 1 Monticello, MN 55362 NORTHLAND SECURITIES Invoice Invoice Number: 7022 APR - 7 2022 dL' t Invoice Date: 4/5/22 Page: 1 Customer PO Payment Terms Sales Rep ID Due Date TIF District 1-45 Net 30 Days 5/5/22 Description I Amount services related to Tax Increment District 1-45 (Block 52). 2,365.00 Subtotal 2,365.00 Sales Tax Total Invoice Amount 2,365.00 Payment Received TOTAL 2,365.00 Main 612-851-5900 1 Toll -Free 800-851-2920 1 Fax 612-851-5987 150 South Fifth Street, Suite 3300 1 Minneapolis, MN 55402 Nor thlandSecurities.com Member FINRA and SIPC, Registered with SEC and MSRB NORTHLAND PUBLIC FINANCE INVOICE SUPPLEMENT Client: City of Monticello Project: Tax Increment District 1-45 (Block 52) Contact: Jim Thares Economic Development Manager City of Monticello 505 Walnut Street Suite 1 Monticello, MN 55362 Billing Period: March 2022 Services Performed • Assist staff/attorney with proposed terms and statutory requirements • Prepare memo on financial evaluation of project and terms • Prepare preliminary draft of TIF Plan • Conference with city staff on project Staff Time Expenses Total This Period Position Senior Professional Total Staff Mileage Printing Other Total Expenses Project Summary Total Budget Billed This Period Billed Previous Budget Remaining Hours Rate Billable 11.00 $215 $2,365.00 11.00 $2.365.00 $0.00 $0.00 $2,365.00 $ 10,535.00 ($2,365.00) ($2,580.00) $ 5,590.00 Northland Securities, Inc. Page 2 of 2 From: Jim Thares To: Julie Cheney Subject: RE: Northland Securities (4) Date: Monday, April 18, 2022 4:57:34 PM Attachments: imaae001.ina Hi Julie, yes these are all okay to pay. Please code as shown below (see red font). From: Julie Cheney <Julie.Cheney@ci.monticello.mn.us> Sent: Wednesday, April 13, 2022 1:15 PM To: Jim Thares <Jim.Thares@ci.monticello.mn.us> Subject: Northland Securities (4) Hi Jim Please see the attached invoices from Northland Securities: Inv# 7018 —TIF 1-42 - $322.50 - Headwaters TIF Escrow Account Inv# 7019 — TI F1-43 - $322.50 - Headwaters TIF Escrow Account Inv# 7021—TIF 1-44 - $4,085.00 - Washburn TIF Escrow Account Inv# 7022—TIF 1-45 -$2,365.00 - Buchholz—Deephaven Development Block 52 Redevelopment TIF Escrow Account (Did we receive a check in the amount of $12,000 from them to establish the Escrow Account?) 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. 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 Dev. Manager 505 Walnut Street, Suite 1 Monticello, MN 55362 NORTHLAND SECURITIES Invoice Invoice Number: 7021 Invoice Date: 4/5/22 Page: 1 Customer PO Payment Terms Sales Rep ID Due Date 5/5/22 TIF District 1-44 Net 30 Days Subtotal 4,085.00 Sales Tax Total Invoice Amount 41085.00 Payment Received TOTAL 4,085.00 Main 612-851-5900 1 Toll -Free 800-851-2920 1 Fax 612-851-5987 150 South Fifth Street, Suite 3300 1 Minneapolis, MN 55402 NorthlandSecurities.com Member FINRA and SIPC, Registered With SEC and MSRB NORTHLAND PUBLIC FINANCE INVOICE SUPPLEMENT Client: City of Monticello Proj ect: Tax Increment District 1-44 (Washburn) Contact: Jim Thares Economic Development Manager City of Monticello 505 Walnut Street Suite 1 Monticello, MN 55362 Billing Period: March 2022 Services Performed • Collect data for the TIF District and the Project • Evaluate and advise the EDA on the type district and statutory findings • Collect and review data about the Project • Review basis for findings for establishing TIF District • Determine basic understanding of key criteria for the process • Obtain additional data and prepare for financial evaluation • Set and distribute calendar of meetings and key dates • Assist with notice of hearing and comply with statutory requirements • Draft TIF Plan Staff Time Position Hours Rate Billable Senior Professional 19.00 $215 $4,085.00 Total Staff 19.00 $4,085.00 Expenses Total This Period Mileage Printing Other Total Expenses Project Summary Total Budget Billed This Period Billed Previous Budget Remaining Northland Securities, Inc. $0.00 $0.00 $0.00 $0.00 $4,085.00 $ 9,200.00 ($4,085.00) $0.00 $ 5,115.00 Page 2 of 2 From: Jim Thares To: Julie Cheney Subject: RE: Northland Securities (4) Date: Monday, April 18, 2022 4:57:34 PM Attachments: imaae001.ina Hi Julie, yes these are all okay to pay. Please code as shown below (see red font). From: Julie Cheney <Julie.Cheney@ci.monticello.mn.us> Sent: Wednesday, April 13, 2022 1:15 PM To: Jim Thares <Jim.Thares@ci.monticello.mn.us> Subject: Northland Securities (4) Hi Jim Please see the attached invoices from Northland Securities: Inv# 7018 —TIF 1-42 - $322.50 - Headwaters TIF Escrow Account Inv# 7019 — TI F1-43 - $322.50 - Headwaters TIF Escrow Account Inv# 7021—TIF 1-44 - $4,085.00 - Washburn TIF Escrow Account Inv# 7022—TIF 1-45 -$2,365.00 - Buchholz—Deephaven Development Block 52 Redevelopment TIF Escrow Account (Did we receive a check in the amount of $12,000 from them to establish the Escrow Account?) 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. 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 Dev. Manager 505 Walnut Street, Suite 1 Monticello, MN 55362 NORTHLAND 4„ =' SECURITIES Invoice Invoice Number: 7018 Invoice Date: 4/5/22 Page: 1 Customer PO Payment Terms Sales Rep ID Due Date TIF District 1-42 Net 30 Days 5/5/22 Description Amount or services related to Tax Increment District 1-42 (Headwaters Apartment Project), 322.50 Subtotal 322.50 Sales Tax Total Invoice Amount 322.50 Payment Received TOTAL 322.50 Main 612-851-5900 1 Toll -Free 800-851-2920 1 Fax 612-851-5987 150 South Fifth Street, Suite 3300 1 Minneapolis, MN 55402 NorthlandSecurities.com Member FINRA and SIPC, Registered euith SEC and MSRB NORTHLAND PUBLIC 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: March 2022 Services Performed • Prepare for call with developer on proposed terms • Conference call with developer to review proposed terms Staff Time Position Senior Professional Total Staff Expenses Mileage Printing Other (adjust for not to exceed) Total Expenses Total This Period Hours Rate Billable 1.50 $215 $322.50 1.50 $322.50 $0.00 $0.00 $0.00 $0.00 $322.50 Project Summary Total Budget* $ 5,267.50 Billed This Period ($322.50) Billed Previous ($5,267.50) Budget Remaining* $ (322.50) *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 Citi agrees to modified scope to reflect additional work related to two TIF districts versus one. Northland Securities, Inc. Page 2 of 2 From: Jim Thares To: Julie Cheney Subject: RE: Northland Securities (4) Date: Monday, April 18, 2022 4:57:34 PM Attachments: imaae001.ina Hi Julie, yes these are all okay to pay. Please code as shown below (see red font). From: Julie Cheney <Julie.Cheney@ci.monticello.mn.us> Sent: Wednesday, April 13, 2022 1:15 PM To: Jim Thares <Jim.Thares@ci.monticello.mn.us> Subject: Northland Securities (4) Hi Jim Please see the attached invoices from Northland Securities: Inv# 7018 —TIF 1-42 - $322.50 - Headwaters TIF Escrow Account Inv# 7019 — TI F1-43 - $322.50 - Headwaters TIF Escrow Account Inv# 7021—TIF 1-44 - $4,085.00 - Washburn TIF Escrow Account Inv# 7022—TIF 1-45 -$2,365.00 - Buchholz—Deephaven Development Block 52 Redevelopment TIF Escrow Account (Did we receive a check in the amount of $12,000 from them to establish the Escrow Account?) 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. Invoice Northland Securities, Inc. NORTHLAND Invoice Number: 150 South Fifth Street 7019 Suite 3300 SECURITIES Minneapolis, MN 55402 Invoice Date: 4/5/22 Voice: 612-851-5900 Page: Fax: 612-851-5951 ; 'Z Bill To: City of Monticello Jim Thares, Economic Dev. Manager 505 Walnut Street, Suite 1 Monticello, MN 55362 APR — 7 2022 s y fjs Customer PO Payment Terms Sales Rep ID Due Date TIF District 1-43 — Net 30 Days �I 5/5/22 Description I Amount or services related to Tax Increment District 1-43 (Headwaters Villas Project). 322.50 Subtotal 322.50 Sales Tax Total Invoice Amount 322.50 Payment Received TOTAL 322.50 Main 612-851-5900 1 Toll -Free 800-851-2920 1 Fax 612-851-5987 150 South Fifth Street, Suite 3300 1 Minneapolis, MN 55402 Nor thlandSecurities.com Member FINRA and SIPC, Registered with SEC and MSRB NORTHLAND 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: March 2022 Services Performed • Prepare for call with developer on proposed terms • Conference call with developer to review proposed terms Staff Time Position Senior Professional Total Staff Expenses Mileage Printing Other (adjust for not to exceed) Total Expenses Total This Period Hours Rate Billable 1.50 $215 $322.50 1.50 $322.50 $0.00 $0.00 $0.00 $0.00 $322.50 Project Summary Total Budget* $ 5,267.50 Billed This Period ($322.50) Billed Previous ($5,267.50) Budget Remaining* $ (322.50) *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: Jim Thares To: Julie Cheney Subject: RE: Northland Securities (4) Date: Monday, April 18, 2022 4:57:34 PM Attachments: imaae001.ina Hi Julie, yes these are all okay to pay. Please code as shown below (see red font). From: Julie Cheney <Julie.Cheney@ci.monticello.mn.us> Sent: Wednesday, April 13, 2022 1:15 PM To: Jim Thares <Jim.Thares@ci.monticello.mn.us> Subject: Northland Securities (4) Hi Jim Please see the attached invoices from Northland Securities: Inv# 7018 —TIF 1-42 - $322.50 - Headwaters TIF Escrow Account Inv# 7019 — TI F1-43 - $322.50 - Headwaters TIF Escrow Account Inv# 7021—TIF 1-44 - $4,085.00 - Washburn TIF Escrow Account Inv# 7022—TIF 1-45 -$2,365.00 - Buchholz—Deephaven Development Block 52 Redevelopment TIF Escrow Account (Did we receive a check in the amount of $12,000 from them to establish the Escrow Account?) 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: 3 Kennedy & Graven, Chartered 150 South Fifth Street, Suite 700 Minneapolis, MN 55402 City of Monticello February 28, 2022 MN190-00171 Project Suburban Expansion Purchase and Development Agreement Through February 28, 2022 For All Legal Services As Follows: t APR - 8 2022 ¢ Hours Amount 2/2/2022 GAF Discuss status of project with J Thares; review and draft 0.50 125.00 emails regarding same 2/14/2022 SJS Conference with S Zuehlke regarding drafting of purchase 0.25 agreement 53.75 2/15/2022 GAF Review email regarding legal description and preliminary 1.10 plat; discuss same with J Thares; draft resolution calling 275.00 public hearing 2/16/2022 GAF Review emails; draft emails regarding whether city or EDA 0.40 100.00 should sell the land 2/16/2022 SCZ Review of five received emails regarding project 0.20 requirements and scope; draft shell of purchase 40.00 agreement 2/23/2022 GAF Review planning commission resolution; draft email 0.70 175.00 regarding same 2/23/2022 SCZ Draft purchase agreement; review of emails from City with 4.10 820.00 information pertinent to completing purchase agreement; draft EDA resolution approving purchase agreement; drafting of city resolution transferring land to the EDA Total Services: $ 1,588.75 Total Services and Disbursements: $ 1,588.75 From: Jim Thares To: Julie Cheney Subject: RE: Kennedy & Graven (4) Date: Monday, April 18, 2022 4:48:47 PM Attachments: imacae001.ina Hi Julie, these are all okay to pay. Please code as shown below (see red font). From: Julie Cheney <Julie.Cheney@ci.monticello.mn.us> Sent: Wednesday, April 13, 2022 1:18 PM To: Jim Thares <Jim.Thares@ci.monticello.mn.us> Subject: Kennedy & Graven (4) Jim Please see the attached invoices from Kennedy & Graven: Inv# MN190-00163 -Headwaters Town homes TIF - $1,209.00 -Headwaters TIF Escrow Account Inv# MN190-00170 — Headwaters Apartment TIF - $1,806.00 - Headwaters TIF Escrow Account Inv# MN190-00171 —Suburban Expansion & Development - $1,588.75 - EDA General Fund —213- 46301-430400 This will be recouped through the closing settlement statement at the transaction closing event. Inv# MN190-00172 — Washburn POS Econ Development & TIF - $1,021.00 - Washburn TIF Escrow Account (please see me with questions on this escrow account). 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 CITY OF MONTICELLO VOUCHER Please complete, sign, and submit to Accts Payable by due date for check run. ® Disb. Ck. Batch VENDOR: Name A E 2, S Address 1 19'0 :�Pkje— Address 2 2 0 c) City/ST/Zip �� S Statement/ Invoice No DISTRIBUTION OF EXPENSE Pay by: 2-6/2-02-72- f TOTAL: $ APPROVED BY voucher.As DATE: 11C / �' g• Pei Imo_ i- o • n TOTAL: $ APPROVED BY voucher.As DATE: 11C Mr. Jim Thares City of Monticello, MN 505 Walnut Ave Ste 1 Monticello, MN 55362-8822 Project Manager Nicole Gaustad April 12, 2022 Project No: P05359-2021-002 Invoice No: 79961 Project P05359-2021-002 EDA Integrated Marketing and Communications Plan Professional Services for the period: March 5. 2022 to April 1. 2022 ---------------------------------------------- Phase 130 Communications Services Professional Services Please make checks payable to: Advanced Engineering and Environmental Services, LLC • 4050 Carden View Dr, Ste 200, Grand Forks, ND 58201 We accept most major credit card for payment: a 3% surcharge will be added to all credit card transactions. To pay by credit card please call 701-74&-$087. Hours Rate Amount Boe, Andrea 4.25 206.00 875.50 Corbett, Taylor 27.00 113.00 3,051.00 Erickson, Janice .25 104.00 26.00 Gaustad, Nicole 11.00 131.00 1,441.00 Schuler, Cody 6.75 98.00 661.50 Totals 49.25 6,055.00 Professional Services Total 6,055.00 Contract Maximum Current Billing Previous Billings Total Billings To Against Maximum Against Maximum Date Total Billings 6,055.00 0.00 6,055.00 Total 24,971.00 Remaining 18,916.00 Phase Total $6,055.00 Project Invoice Total $6,055.00 Please make checks payable to: Advanced Engineering and Environmental Services, LLC • 4050 Carden View Dr, Ste 200, Grand Forks, ND 58201 We accept most major credit card for payment: a 3% surcharge will be added to all credit card transactions. To pay by credit card please call 701-74&-$087. 701 XENIA AVENUE S SUITE 300 MINNEAPOLIS, MN 55416 wsb City of Monticello March 29, 2022 Attn: Sarah Rathlisberger, CPFO Finance Manager Project/Invoice: R-014511-000 - 21 505 Walnut Street, Suite 1 Reviewed by: Bret Weiss Monticello, MN 55362-8831 Project Manager: Penny Rolf Downtown Redev. Project - Monticello City Staff Reviewer - Jim Thares GL Acct # 213.46301.431993 Professional services from February 1 2022 to February 28. 2022 Phase 001 Downtown Redev. Project Acquisition Assistance Services Hours Rate Amount Rolf, Penny 2/1/2022 .25 192.00 48.00 file work Rolf, Penny 2/2/2022 1.50 192.00 288.00 Email to EDA re: status of storage for Preferred Title, reviewed move estimates - Spoke to move to clarify est., call w/Shiloh at Elevated Wellness Rolf, Penny 2/3/2022 1.50 192.00 288.00 Emails w/EDA on move dates, storage emails, calls to movers to update their estimates, emails to Innovative Stucco re: items needed for claims Rolf, Penny 2/7/2022 1.50 192.00 288.00 90 day notices to tenants Rolf, Penny 2/9/2022 .75 192.00 144.00 email w/Jim at EDA re: reduced storage in DMV office, emails to movers re: updated estimates on Preferred Title Rolf, Penny 2/10/2022 .50 192.00 96.00 work on preferred titles move estimate letter, spoke to Jlm at EDA re: Innovative Stucco's being eligible for relo benefits. Rolf, Penny 2/11/2022 .50 192.00 96.00 Email w/Innovative Stucco re: move out and started claim prep Rolf, Penny 2/14/2022 1.50 192.00 288.00 Prepared draft of move est. letter for Preferred Title, emails re: storage, draft Inn. Stucco claim and call w/Shiloh from Elevated Wellness Rolf, Penny 2/15/2022 1.25 192.00 240.00 Sent out final Pref. Title move estimate letter, send out Inn. Stucco claim for signatures, emails re: storage options Rolf, Penny 2/16/2022 .25 192.00 48.00 update relo files Rolf, Penny 2/18/2022 .75 192.00 144.00 Submitted final Innovative Stucco to EDA for processing Rolf, Penny 2/21/2022 .50 192.00 96.00 Innovative Stucco - emails re: claim status Project R-014511-000 MONT - Downtown Redev. Project - Montice Invoice 21 Rolf, Penny 2/22/2022 .75 192.00 144.00 Worked on advance relo claim docs for church Rolf, Penny 2/25/2022 .75 192.00 144.00 Finalize claim for Alive church and email for signature, emailed to Jim at EDA Totals 12.25 2,352.00 Total Labor 2,352.00 Total this Task $2,352.00 Total this Phase $2,352.00 Billing Limits Current Prior To -Date Total Billings 2,352.00 13,390.42 15,742.42 Limit 19,624.00 Remaining 3,881.58 Total this Invoice $2,352.00 Page 2 From: Jim Thares To: Julie Cheney Subject: RE: WSB (3) Date: Tuesday, April 19, 2022 10:00:32 AM Attachments: imaae001.pna Sorry Julie, my bad. You are correct in your statement below. I was confusing Penny's services with the actual relocation payments. Please code this one and all others from Penny as you have noted. Thank you. From: Julie Cheney <Julie.Cheney@ci.monticello.mn.us> Sent: Tuesday, April 19, 2022 9:35 AM To: Jim Thares <Jim.Thares@ci.monticello.mn.us> Subject: RE: WSB (3) For Invoice #R104511-000 21—These have been coded to 213.46301.431993 in the past. It is too late to move the 2021 charges, however if the January expenses for $5,051.25 need to be moved, let me know. Should I let WSB know to change the coding? Or will it vary month to month? From: Jim Thares<Jim.Thares(@ci.monticello.mn.us> Sent: Monday, April 18, 2022 5:31 PM To: Julie Cheney <Julie.CheneyCcDci.monticello.mn.us> Subject: RE: WSB (3) Hi Julie, these are all okay to pay. Please code as shown below (see red font). From: Julie Cheney <Julie.CheneyPci.monticello.mn.us> Sent: Wednesday, April 13, 2022 9:27 AM To: Jim Thares<Jim.TharesPci.monticello.mn.us> Subject: FW: WSB (3) Hi Jim — Following up on these. Thank you! From: Julie Cheney Sent: Friday, April 1, 2022 3:09 PM To: Jim Thares <Jim.Thares(@ci.monticello.mn.us> Subject: WSB (3) Jim Please see the attached invoices from WSB: Inv# R014511-000 21 - $2,352.00 - 213-46301-461500 Redevelopment Activities Line Item Inv# R019194-0005 -$363.50 - CET Grant coding —these invoices pertain to the Phase 1 ESA Study in OCBP which is part of the CET Grant. Please see Sarah or Liz Lindrud for coding. Inv# R019675-000 2 - $2,013.00 - This one must be split. The top $900.00 portion of the invoice should be coded to the monthly 213-46301-431993 Professional Services — Economic Development Services billing; the bottom portion in the amount of $1,113.00 should be coded to the Washburn TIF Escrow Account (Please see me with questions on this account). Okay to pay as coded? 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. D W.' hers 111C.PLEASE EBOX IF ADDRESS CHANGED & INDICATE NEW ADDRESS M4095 Coon Rapids Blvd. Croon Rapids, MN 55433 f3 -,dress Service Requested Page * 1 Invoice Date 3/31/2022 Invoice Number Ad Number 884559 1216299 Terms Net 30 CITY OF MONTICELLO Check Number Amount Paid ATTN: ACCOUNTS PAYABLE 505 WALNUT ST STE 1 MONTICELLO, MN 55362 Account # 429204 $203.06 ACCOUNT NUMBER START DATE STOP DATE EDITION DATE ACCOUNT REPRESENTATIVE 429204 03/31/22 03/31/22 3/31/2022 Monticello Legals 763-691-6001 Please retum the upper portion with your payment. Or call 763-712-2494 with a credit card payment L!!LICATION Monticello Times 884559 DATE7—Ali CLASS DESCRIPTION/TAIG LINE 03/31/2022 1216299 150 April 13 PH Sale of Property E TYPE SIZE I QTY! AMOUNT TIMES L 1.0 X 11.00 1 203.06 Net Amount 7-203 06 Shipping 0.00 Tax 0,00 Amount Due 20306 E M APG PIXE LI N K CREATIVE GROUP y191 y191 $30 charge assessed for returned checks. Report errors within 5 days to ensure consideration. Unpaid balances over 30 days past due will incur 1.5% finance charge per month (Minimum .50 per month). Publishers, Inn ° wea 0 AFFIDAVIT OF PUBLICATION CITY OF MONTICELLO ECONOMIC ECONOMIC DEVELOPMENT AUTHORITY STATE OF MINNESOTA ) DEVELOPMENT AUTHORITY ss COUNTY OF WRIGHT NOTICE /s/Jim RI PUBLIC HEARING Executive Director ive Dir Karen Nelson being duly sworn on an oath, NOTICE is hereby given that Published in the states or affirms that he/she is the Publisher's the Board of Commissioners of the Monticello Times Designated Agent of the newspaper(s) known City of Monticello Economic Devel- "EDA') March 31, 2022 as: opment Authority (the will 1216299 meet at the Monticello Community Center, 505 Walnut Street, Missis- Monticello Times sippi Room, Monticello, MN 55362 at or after 6:00 p.m, on Wednesday, with the known office of issue being located April 13, 2022, to condact a public hearing regarding the sale of cer- in the county of: tain property owned by the EDA WRIGHT (the "Property"), The Property is with additional circulation in the counties of: described as follows: SHERBURNE That part of Outlet B, OTTER and has full knowledge of the facts stated CREEK CROSSING 4TH ADDI- below: TION, according to the recorded (A) The newspaper has complied with all of plat thereof, Wright County, Min- the requirements constituting qualiftca- nesota, which hes easterly of the following described line: tion as a qualified newspaper as provided by Minn. Stat. §331A.02. Beginning at the most northerly (B) This Public Notice was printed and pub- comer of Lot 1, Block 1, said OT- lished in said newspaper(s) once each TER CREEK CROSSING 4TH AD- DITION; thence South 37 degrees week, for 1 successive week(s); the first 52 minutes 15 seconds West, as- insertion being on 03/31/2022 and the last sumed bearing along the common insertion being on 03!3112022, lot line between said Lot 1 and said Outlet B, a distance of 73.65 feet; thence South 47 degrees 51 MORTGAGE FORECLOSURE NOTICES minutes 30 seconds West, along Pursuant to Minnesota Stat. §580.033 said common lot line, a distance relatingto tate publication of mortgage of 66.41 feet; thence North 87 degrees 18 minutes 42 seconds foreclosure notices: The newspaper complies West, along said common lot line, with the conditions described in §580.033, a distance of 75.26 feet; thence subd. 1, clause (1) or (2). If the newspaper's North 70 degrees 24 minutes 21 known office of issue is located in a county seconds West, along said common adjoining the county where the mortgaged lot line and its extension, a dis- tante of 150.26 feet; thence South premises or some part of the mortgaged 34 degrees 00 minutes 00 seconds premises described in the notice are located, West, a distance of 415.70 feet to a substantial portion of the newspaper's the southwesterly line of said Lot 1, and said line there terminating, circulation is in the latter county, AND That part of Dutlot A, said OT- By: TER CREEK CROSSING 4TH AD- Designated Agent DITION, which lies easterly of the following described line: Subscribed and sworn to or affirmed before Beginning at the hereinbefore me on 03/31/2022 by Karen Nelson. paint of termination; thence South 34 degrees 00 minutes 00 seconds West, a distance of 35.23 feet to a line parallel with and 35.00 feet southwesterly of the northeasterly line of said Outlot A, thence South 49 degrees 29 minutes 27 seconds East, along said parallel line, ah- 1 tinea of 223.19 feet to the soutth- Notary Public easterly line of said Cutlet A, and said line there terminating. y- The EDA will consider the sale of the land under Minnesota Statutes, DARLENE MARIE MACPHERSOIN Section 469.105. A summary of the f'A- - •; _sk NOTA ?Y PUBLIC - MINNESOTA terms and conditions of the land sale is available for public inspec- !44 W1Ti;;Sf00 EXfteS J3'� 31, 2024 tfon at City Hall. At the hearing, the +.vy 5j"y+�+�.we wra►r EDA will meet to decide if the sale .fit .rowwnuh is advisable. Any persons wishing to express .Rate Information: an opinion on the matters to be (1) Lowest classified rate paid by commercial users considered at the public hearing will be heard orally or in writing. for comparable space: $18.50 per column inch Dated: March 24, 2022 BY ORDER OF THE Ad ID 121b299 BOARD OF COMMISSIONERS OF THE CITY OF MONTICELLO From: Jim Thares To: Julie Cheney Subject: RE: ECM (2) Date: Monday, April 18, 2022 5:36:17 PM Attachments: imaae001.ona Hi Julie, these are both okay to pay. Please code as shown below (see red font). From: Julie Cheney <Julie.Cheney@ci.monticello.mn.us> Sent: Wednesday, April 13, 2022 9:26 AM To: Jim Thares <Jim.Thares@ci.monticello.mn.us> Subject: FW: ECM (2) Hi Jim -following upon these. Thank you! From: Julie Cheney Sent: Monday, April 4, 2022 12:08 PM To: Jim Thares <Jim.Thares(@ci.monticello.mn.us> Subject: ECM (2) Jim Please see the attached invoices from ECM: Inv# 884559 — PH Sale of Property - $203.06 - 213-46301-435100 (this will be recouped via the closing settlement statement during the closing transaction). Inv# 884560 — PH TIF 1-44 - $239.98 - Headwaters TIF Escrow Account Okay to pay? Please provide coding. Thanks, Julie Cheney Finance Assistant City of Monticello 763-271-3205 Julie.Cheney@ci.monticello.mn.us W;1111' Oil 1111111111111111110�•-11111 • CITY OF L Monticello Email correspondence to and from the City of Monticello government offices is CITY OF MONTICELLO VOUCHER Please complete, sign, and submit to Accts Payable by due date for check run. ® Disb. Ck. Batch VENDOR: Nacne r m4 -A, uAt L Address 1� _ ��AIGG Address 2 �. City/ST/Zip, Statement/ Invoice No: DISTRIBUTION OF EXPENSE Pay by: 'Z ZO 2 -z— Acct. No. Description Project Code OF WN APPROVED B TOTAL: $ 5 -1,J-04- 3 - q -7 voucherAs <�� '��Tvvp Memorandum To: Jim Thares, Monticello EDA From: Penny Rolf Date: April 11, 2022 Re: Monticello Downtown Redevelopment Project Business Re-establishment Claim #2 — Alive! Lutheran Church Attached is the Business Re-establishment Claim # 2 for Alive! Lutheran Church. 24.301 (a)(2) — Modifications to the property to accommodate the business $4,300.00 — Build wall for office 0$1,048.09 — Install and purchase cabinets U 0 85.88 — Countertop for cabinets z W U) $5,443.97 0 0 Co LO CO Ln LO z J 0 n Q W z z 0 (D 0 CO W F- T W Z) z W Q Q z W X 0 KA014511-000\ROMParcel Fold ers\Church\Relocation Claims- Completed\Business Re -Est. Claims\BRE # 2\Memo - BRE # 2.docx wsb' Monticello Economic Development Authority v.2017/08 REESTABLISHMENT ** Important: See Over for Definitions /Acknowledgement(s) ** Occupancy (Days) ® Business ❑ Non -Profit 0:589 S>_90 ❑ Farm ❑ Government ❑Advance ►Partial ❑Final Submitted Amount $ 5,443.97 Payee(s): Alive! Lutheran Church District Approval: Date Dist. S. P, Parcel Agency Approval: Authorization Date C. S. Proj ID Date Application Approved: Vendor No.: Fed No. County Wright Acquisition: ❑ Pending S Accepted ❑ Em. Domain Attn. Finance: •- OFFICIAL USE ONLY) Parcel Owner: Mail Check To: (Name or Caption) Monticello EDA Addressee(s): Alive! Lutheran Church Parcel Addr.: 121 W. Broadway Mailing Addr.: PO Box 1166 121 W. Broadway City, State Zip: Monticello, MN 55362 City, State Zip: Monticello, MN 55362 RELOCATION CLAIM ELIGIBILITY LOCATION OF REPLACEMENT SITE Displacee Facility Name Name(s): and/or Type: Commercial Building Occupancy Date: 2010 ❑ Owner ® Tenant Street Address: 4041 Chelsea Road Eligibility Date: 11-25-20 Acquisition Date: 12-31-20 (Notice Of Intent or Purchase Offer) (if determined, else "Pending") City, State Zip: Monticello, MN 55362 1. Repairs or improvements to the replacement real property required by law, code, or ordinance ...............................$ 2. Modifications to the replacement property to accommodate the business operation ..................................................$ 5,443.97 3. Construction and installation of Exterior Signing to advertise the business................................................................$ 4. Redecoration or replacement costs of soiled or worn surfaces at the replacement site......................................I......$ 5. Advertisement of the replacement location................................................................................................................$ 6. Estimated increased costs of operation during first 2 yrs ........................................ (leases, taxes, insurance, etc.) $ 7. Other item costs essential, reasonable and necessary to reestablish ................(confirm eligibility with the Agency) $ TOTAL THIS CLAIM............................................................................................................ (maximum $ 50,000.00) $ 5,443.97 Total Reestablishment Claims Paid -To -Date (including this claim) : ...... <$ 36,643.97 > Eligible remaining Reestablishment expenses claimable: ........................ $ 13,356.03 Residency Certification: Federal law requires certification of residency status, please check the category or complete the section below that applies to your occupancy status in the United States (see over for definitions). Your signature constitutes certification. Sole Proprietorship: I certify that I am: ❑ a United States citizen ❑ an alien lawfully present in the United States ❑ a United States national ❑ a non -U.S. citizen not present in the United States Partnership: I certify that there are partners in the partnership and that are citizens of the United States, and/or are aliens lawfully present in the United States, and are non -U.S. citizens not present in the United States. Corporation: I certify that Alive! Lutheran Church is established by law and authorized to conduct business in the United States. Claimant Acknowledgement: I, the undersigned, do hereby certify that the above information is true and correct and that documentation attached hereto accurately represents eligible expenses. I also certify that I have not previously submitted nor received payment for any expense submitted with this claim. OFFICIAL USE ONLY: (Comments) Authorized Signature: 7 CAk-ek C�k .p _.. Name (print): Telephone: Date: I i Re-establishment Costs Claim v.2017/08 Re-establishment Costs Claim Page 1 of 2 RL1033 5R, INELIGIBLE REESTABLISHMENT EXPENSES The following is a nonexclusive listing of reestablishment expenditures not considered to be reasonable, necessary, or otherwise eligible: 1. Purchase of capital assets, such as, office furniture, filing cabinets, machinery, or trade fixtures. 2. Purchase of manufacturing materials, production supplies, product inventory or other items used in the normal course of the business operation. 3. Interest on money borrowed to make the move or purchase the replacement property. 4. Payments to a part-time business in the home which does not "Contribute Materially" to the household income. Contribute Materially: The term "contribute materially" means that during the 2 taxable years prior to the taxable year in which displacement occurs, or during such other period as the Agency determines to be more equitable, a business or farm operation: 1. Had average annual gross receipts of at least $5,000; or 2. Had average annual net earnings of at least $1,000; or 3. Contributed at least 33%3 % of the owner's or operator's average annual gross income from all 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 appropriate criteria. Citizenship / Immigration Terms Defined 49 CFR 24.2(a)(2) Alien not lawfully present in the United States. The phrase "alien not lawfully present in the United States" means an alien who is not "lawfully present" in the U.S. as defined in 8 CFR 103.12 and includes: (i) An alien present in the U.S. who has not been admitted or paroled into the U.S. pursuant to the Immigration and Nationality Act (8 U.S.C. 1101 et seq. ) and whose stay in the U.S. has not been authorized by the United States Attorney General; and, (ii) An alien who is present in the U.S. after the expiration of the period of stay authorized by the United States Attorney General or who otherwise violates the terms and conditions of admission, parole or authorization to stay in the U.S. * Aliens: Aliens are people who have left (emigrated) a foreign country to the United States. They have some of the same freedoms and legal rights as U.S. citizens, but they cannot vote in elections. * Resident Aliens: A foreigner who is a permanent resident of the country in which he or she resides but does not have citizenship. To fall under this classification in the U.S., you need to either currently have a green card or have had one in the last calendar year. You also fall under the U.S. classification of resident alien if you have been in the U.S. for 31 days or more during the current year along with having been in the U.S. for at least 183 days over a three-year period that includes the current year. * Non -Resident Aliens: A'non-U.S. citizen' who doesn't pass the green card test or the substantial presence test. If a non -citizen currently has a green card or has had a green card in the past calendar year, he or she would pass the green card test and would be classified as a resident alien. If the individual has resided in the U.S. for 31 days or more in the current year and resided in the U.S. for more than 183 days over a three-year period, including the current year, he or she would pass the substantial presence test and be classified as a resident alien. * Nationals: American Nationals are natives of American territorial possessions. They have all the legal protections which citizens have, but they do not have the full political rights of US citizens. According to 8 U.S.C. §1408 it is possible to be a U.S. national without being a U.S. citizen. A person whose only connection to the U.S. is through birth in an outlying possession (of 2005 is limited to American Samoa and Swains Island), or through descent from a person so born acquires U.S. Nationality but not U.S. Citizenship. This was formerly the case in other U.S. possessions: * Guam (1898 - 1950) (Citizenship granted by an Act of Congress) * Puerto Rico (1898 - 1917) (Citizenship granted by an Act of Congress) * U.S. Virgin Islands (1917 - 1927) (Citizenship granted by an Act of Congress) Nationals who are not citizens cannot vote or hold elected office. However, they may reside and work in the United States without restrictions and apply for citizenship under the same rules as other resident aliens. Not all U.S. nationals are U.S. citizens; however, all U.S. citizens are U.S. nationals. Indeed, U.S. passports normally make no distinction between the two, mentioning only the bearer's nationality, not his/her citizenship. * Citizens: Persons born in the U.S. or to U.S. citizens in foreign countries are citizens of the United States. Persons born in other countries who want to become citizens must apply for and pass a citizenship test. Those who become citizens in this manner are naturalized citizens. * Natural Born Citizens: A "natural born citizen" is a person born in the territory of the U.S. or to United States of America citizen parents. * Naturalized Citizens: A "naturalized citizen" is someone who was not born on U.S. soil- they were not a citizen of the country when they were born, but have gone through the process of becoming a citizen. I do hereby affirm that, to the best of my knowledge, the displacee is eligible for qualified Reestablishment reimbursements, based on displacee's occupancy of the parcel as a place of economic activity at the time of the initiation of negotiations and/or at the time of the parcels acquisition. I further affirm that the displacee qualifies (49 CFR Pt. 24) as a "displaced person", is a small business, farm or non-profit organization, and is therefore entitled to receive Reestablishment payment(s), not to exceed $50,000 (M.S. §117.51), for eligible expenses actually incurred in relocating and reestablishing such small business, farm or non-profit organization at a replacement site. Signed: Relocation Advisor Date Re-establishment Costs Claim Page 2 of 2 RL1033 Me.waie 4~ f: t ael fit tflW"W" .0 MV A.a11+,r+r ttt� f � ♦ Ate[. e�A►tla/� � * ., r......w.r•., Rw P..sa .tn. t'wR•rHM!••.. B.•,r....-rwYP^' ...- , . ,. !►1114► A i+ t'A►►aBM i� preK• ♦"v air :►r . lila Ak• c.,.unrr wr'�pra vler+ssr Me ._ _ _ _ _ _ Arlq► ti►1 1 t rw.rfrrlp i J4.YtrKrlirrl t I 'i nr, r7r7KraPrr M% F OrAwk . Mr.�wl f Ygr►►n+ t t; lis. 31t, t +r+er+e•aa, M" I W.N% 1 1 &K. 0'1011VIO .Ad,* 1 1 VV FrrswV/wMy ^qtr 1 ) 1 VM fhww vwtaN I IM x .A' stoop 7w kt*%nbr041-3 MN !! 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Your signature Cann sheds CeMfw-wI xll �kSce Pra�or�trt� I Owtify that t arm ® a United States citizen j] an alien lawfully UresPrrt in *w Untth(t ;t.ltrr', �`---- ❑ a Unified States national [] a non-U S. att,zp.n t,ryt pmmrl:nt It► tt'w. Unitlecl `;trtr:rs p / Oertaly thal then ere partne(S in the partnership and that are citizens tat the United Slur*,, 4mikx _ air- MW -11% Iswh#y Present in the United States, and _ are non -U.S. citizens not present to the Unded State-, i ort tht?t! AMv+el Ltlthera� Clnxrh is established by Law aM autrrr med to r-or4L A tav�.lnc:y� i kn tin* tst st1%,r: States Ackrio wnr 1, the undersigned, do hereby certify that the above information is Vue and affect and That documftnl;3tkx1 Attect*t twr.-t _) represeWs e6gbe expenses. t also certify that 1 have not previously submitted nor received paymeftt for any expense %ubmttted with "NLs (-tem. OFFXUAL USE ONLY.- W.Qnm; d) j AAAhorized W_----- Signature: Costs Claim Costs Claim Name (fes)- - � c J. Telephone:. - 2515'1 t-- - Date: Page 1 of 7 1 4/11/22 Monticello Downtown Redevelopment Project Displacee: Alive! Lutheran Church A B C D E F G H I J 1 Self- Contractor Business Re -Establishment Claim Claim Category Claim Description Submitted Eligible Not Recommended Documentation Comments 2 Displacee 1 24.304 (a)(2) Modifications to the property $1,143.97 $1,143.97 Invoices Installation and purchase of cabinets and countertops 3 $4,300.00 $4,300.00 Build office wall 4 TOTAL $5,443.97 $5,443.97 $0.00 5 6 7 8 Business Re-establishment Maximum Amount $50,000.00 9 10 Claim # 1 $31,200.00 11 Claim # 2 $5,443.97 12 13 Balance Remaining $13,356.03 CITY OF MONTICELLO VOUCHER Please complete, sign, and submit to Accts Payable by due date for check run. ® Disb. Ck. Batch Pay by: Z Lzw, 2— VENDOR: VENDOR: Name i I- J �9, ! Address I(� �j ID ( � Address 2 City/ST/Zip M k -cl ly G ement/ Invoice No: DISTRIBUTION OF EXPENSE TOTAL: $ �7 I APPROVED BY DATE: Zt7 ZO �2 voucher.As /Sao 0 Monticello EDA MOVING COSTS Important: Submit Promptly Atter Move '* Moving Costs Moving Costs Page 1 of 2 RL1032 v.2017/08 Occupancy (Days) ❑ Residence ] Ad. Device D Government :CI Other PP D589 raL90'` Bs�ne>as ❑ Farm W Non -Profit Advance O Partial OFlnal Submitted Amount $ 5,557.47 Payee(s): Alivel Lutheran Church ConsultantApproval Date Dist. S.P. Parcel Agency Approval: Authorbalkn Gate C.S. Proj ID Date Application Approved: Fed No. County Wright Vendor No.: Acquisition: ❑ Pending a Accepted ❑ Em. Domain Attn. Finance: Parcel Owner: Mail Check To: (Name or caption) Monticello EDA Addressee(s): Alive! Lutheran Church Parcel Addr.: 121 W. BroadwayPO Box 1166 Mailing Acidr.: 121 W Broadway City, State Zip: Monticello, MN 55362 City, State Zip: Monticello MN 55362 RELOCATION CLAIM ELIGIBILITYLOCATION PERSONAL PROPERTY MOVED TO Displacee Facility Name Name(s): Alive! Lutheran Church and/or Type. Commercial Buildin Occupancy Date: 2010 ❑ Owner ® Tenant Street Address: 4041 Chelsea Road Eligibility Date: 11-25-20 Acquisition Date: 12-31-20 (Notice Of Ini.ent or Purchase Offer) (if determined, else 'Pending") City, State Zip: Monticello MN 55362 Date(s) of the Move: Begin: 3-1-22 End: 4-1-22 Name of Mover(s): Self -move Fog OFFICIAL USI, ONLY (check one) - MOVING COST OPTION: ❑ Residential Schedule Basis ❑ Receipt's/Actual CostXNon-Residential Bid/Estimate Residency Certification: Federal law requires certification of residency status. Please check the category or complete the section below that applies to you or your occupancy status in the United States. Your signature constitutes certification. certify that I am: ❑ a citizen or national of the United States, or I further certify that there are persons in my household; (check one) ❑ an alien lawfully present in the United States, or that are citizens or nationals of the United States, Elan alien with personal property lawfully present in and are aliens lawfully present in the United States. the United States Sole Proorietorship: I certify that I am: ❑ a United States citizen ❑ an alien lawfully present in the United States ❑ a United States national ❑ a non -U.S. citizen not present in the United States Partnership: I certify that there are partners in the partnership and that are citizens of the United States, and/or are aliens lawfully present in the United States, and are non -U.S. citizens not present in the United States. Corporation: I certify that is established by law and authorized to conduct business in the United States. Claimant Acknowledgement: 1, the undersigned, do hereby certify that the above Information is true and correct and that documentation attached hereto accurately represents eligible expenses. I also certify that 1 have not previously submitted nor received payment for any expense submitted with this claim. OFFICIAL USE ONLY: (Comments) Signature:lit 4 v l�1ari {pnnlj 44 0,0 5 Ti=lephone 14 i3 - fYfLf % T k 0. C l Moving Costs Moving Costs Page 1 of 2 RL1032 v.2017/08 RESIDENTIAL Moving Costs Instructions for submitting your claim The State will allow residential moving expenses to a displaced individual or family based on either a ROOM SCHEDULE or reimbursement for ACTUAL COSTS incurred. As a displacee you will be asked to select the method most suitable to your needs. IMPORTANT: Consult and thoroughly discuss moving options and methods with a relocation advisor prior to moving. The State cannot reimburse you for any alteration which may constitute a home improvement. The Agency will not consider, pay or reimburse for overtime charges, except in emergency situations as determined beforehand by the State of Minnesota. Payments by Room Schedule Under this method, payment is computed on the number of rooms in your residence, exclusive of typical closets, porches, pantries, bathrooms, hallways, entrances or any unfurnished rooms. A basement may be considered one room unless it has been separated into livable rooms such as bedrooms or ,creation rooms. Outbuildings used for storage purposes may also be counted by the room basis. The Occupant Provides Fumiture The Occupant Does Not Provide Furniture Rooms 1 2 3 4 5 6 7 8 Additional Rooms Rooms 1 Additional Rooms Amount $575 725 925 1125 1325 1525 1725 1925 $275/Each Amount $450 $100/Each Payments by Receipt or Actual Cost Under this method, the State may allow reimbursement for reasonable and necessary (as determined by the agency) expenses incurred in moving your personal property for a distance not to exceed 50 miles. This is not an adjustment for inconveniences which have occurred or for time lost at your regular occupation. Moving expenses will be paid upon compliance with the following instructions. 1. When you are moved by a professional moving company, pay the charges and obtain a detailed, itemized receipted bill marked "Paid in Full" and signed by a company representative. Please confirm eligibility with a Relocation Advisor prior to the move. 2. If your personal property is moved by someone other than a professional moving company, you must submit an itemized statement showing the number of people hired, the rates per hour paid, dates, and the total hours worked for each individual and the equipment used. Please discuss this method with your Relocation Advisor prior to moving and incurring expenses. 3. You must complete the bottom portion of the front of this Claim Form in ink. Attach to the original of this form all required information pertaining to your move and mail to the Relocation Advisor shown on the lower left corner on the front of this form. 4. In the event you are financially unable to pay the moving company, special arrangements may be made with the Relocation Advisor to allow direct payment, or an advance payment claim. This must be done well in advance of the moving date. NON-RESIDENTIAL Moving Costs Instructions for submitting your claim Relocation regulations allow moving expenses to a displaced business, farm or non-profit organization based on actual costs incurred in moving personal property for a distance not to exceed 50 miles. However, regulations do not allow for inconveniences which may occur or for business time lost. Reimbursement for eligible moving expenses will be made upon compliance with the following instructions. IMPORTANT: Consult and thoroughly discuss moving options and methods with a relocation advisor prior to moving. 1. When a commercial mover is employed, the moving costs are to be paid and a detailed receipted statement obtained. 2. In the event you wish your regular employees to make the move, it is required that you maintain a complete record of dates, time worked, and amounts paid to all persons physically participating in the move. Charges for use of equipment owned by the business may be allowed but shall be comparable to those rates charged by local rental agencies. 3. You may elect to accept the lower of two (2) estimates for moving all of your personal property. These cost estimates will be obtained by the agency and presented to you as an option. With this method, no other moving cost documentation is necessary. 4. You must complete the bottom portion of the front of this Claim Form in ink. Attach to the original of this form all required information pertaining to your move and mail to the Relocation Advisor shown on the lower left corner on the front of this form. The agency will not consider, pay or reimburse for overtime charges except in emergency situations, as determined by the agency. Payment may also be allowed to the owner of a displaced business or farm operator for actual reasonable expenses in searching for a replacement site, not to exceed $2,500.00. Such expenses may include transportation costs, actual time, and certain other expenses actually incurred in searching. A detailed, certified statement of searching expenses must accompany the claim. do hereby affirm that, to the best of my knowledge, displacee is eligible for reimbursement of eligible Moving Cost's, based on displacee's status and I affirm that, to the best of my knowledge, all personalty occupancy of the parcel at the time of the initiation of negotiations and/or at including all hazardous and environmentally the time of the parcels acquisition. I further affirm that displacee qualifies sensitive materials such as batteries, tires, paints, as a "displaced person", and is entitled to payment for actual, reasonable SON 'cides, fertilizers, fluorescent lights, and necessary moving and related expenses for a residential or non - etc have been / ` ill be removed from -the parcel, residential move (49 CFR Pt. 24), as indicated elsewhere on this form. i) Displacee Signature Date Relocation Ai or Signatur Date Moving Costs Page 2 of 2 RL1032 W CL O W � a � N v > X E N E •= O L O N LL 4! 41O N of O n1 p th U Q M U OC1 C ++ OJ C 41 4J .�_ p -C > a + OD C GO a Q L L� E O E Ln Q1 O O 1 '+- L anO LOA4- .0 Ln p\ U i U O N Ou Ln to w 4� L L -0 O W L L (9 O U M -0 O v - -0 a 4 V m J .E lU _0 C C 4J (O Q O U C O � � 4- v E 4a Ln L- m 4' E O c Z m ti — N w L l!1 V L 0 CCa) G CC 00 Go lD tG = O C t` Z E N N O 0! 0: V L O � Ln 00 Ln Ln Ln w M � r -i Ln .(nAA 1A. 0 fl- Ln 00 m � 1* Ln Ll -eq � Lrco m j^ r -i Ln Ln c � o r- v 0 _ f0 O L C in , p d C W M Ln N w U v L L N av Q ` M v Q W L V1• Ln i/} Ol i/1• O > E v ) i OM tD n ri N •O.► �t �# G7 4 w tw c E E m 0 U 4+ O M M O M O IA E U > U > �0., fC N N N U U 0 U ; C O V O E N U O u v m 4 f6 a C 0 Ln � J Q E 0 t9 I-- 00 M O N M d CITY OF MONTICELLO VOUCHER Please complete, sign, and submit to Accts Payable by due date for check run. ® Disb. Ck. Batch Name , V P,6�JLA--t C -k Address 1 a Cj Address 2 City/ST/Zip / VL �-�< <�� l , 55?j(z,-2�tatement/ IF Invoice No DISTRIBUTION OF EXPENSE Pay by: 42,ZZ TOTAL: gDo APPROVED B voucherAs DATE: t1; �--Z� Description Project Code TOTAL: gDo APPROVED B voucherAs DATE: t1; �--Z� ' � S a a L m o 0 N > y LO 4A O N a_ � ro O 4+ tn •� QLn N d�Oq�E v} o '4O- row t `- j O i � Lu a d 41 ,N 0, 8 a 'A20 41 13 0 m ' o u°s t o ,a y ci oo M 40,1) v a N ' W CL s z w ro L tQ +, ai C L Q1 N v 1 d a C t V h6 C C o�. o 4-0 i L 14-0 CL MC Q i O L 0 4J ' `� O" 0 11 CO W N .i V iJ aVA 9 C� I — N m y .ter i 4W i it Cl a C4 n- O '; r 071 CCIL U o fD a a C 'n 4 u CL Ch U LL io W (� M N O S a c 0 O w g Q -4 o V C � ai LL 4-: -0 20 N ro ro •i e S 0 N N � At ro to y v J C v 7 W N LH +r. `° O CU Y/ L Co- ro CL., a o c. ca o t c ! Al L L a, ! N c w E d W �f fJ? LA up ce O -J t; v vJ 7 -,W l 7 ot Now two 00 IAIP f +iirP /' '� •1rY Ax low ',Of -Aw.-Wj" CITY OF MONTICELLO VOUCHER Please complete, sign, and submit to Accts Payable by due date for check run. ® Disb. Ck. Batch Pay by: 4 Lf.,40 71-2— VENDOR: ZVENDOR: Name Tb�� 14� I) -,1 J cz— crl-cJ Address 1 cx4Q Oe4 I n e S S Address 2 City/ST/Zip 0J0 Statement/ g Invoice No: DISTRIBUTION OF EXPENSE C=� TOTAL: CD APPROVED DATE: ZZ. S4 A�ID�Vl voucher.As Memorandum To: Jim Thares, Monticello EDA From: Penny Rolf Date: April 11, 2022 Re: Monticello Downtown Redevelopment Project Business Re-establishment Claim #1 and #2— Elevated Wellness Attached is the Business Re-establishment Claim # 1 for Elevated Wellness Calculation: 2 Business Re -Establishment Claim # 1: Payable to Elevated Wellness c� W $850.00 (net rent/monthl— m Displacement Site $1200/month less $350 paid by sub -tenant $975 /month — Replacement Site CO $125.00- Difference X 24 months LO $3,000.00 Claim # 1 M CO W J 0 0_ W z z 0� 0 0 Cl) W F— D D U) U) W z W Q Q z W X 0 ti �u�sss Re -Establishment Claim # 2• P�vable to Innovative Stucco, Inc. l T1 g sno nn — nnwn navment (see attached estimate for build out) KA014511-000\ROW\Parcel Folders\Elevated Wellness\Relocation Claims- Completed\Business Re -Est. Claims\Memo - BRE # 1 and #2.docx wsb' Monticello Economic Development Authority v.2017/08 REESTABLISHMENT ** Important: See Over for Definitions /Acknowiedgernent(s) _Occupancy (Days) ® Business ❑ Non -Profit 0589 Aso ❑ Farm ❑ Government ❑Advance BPartial ❑Fina! Payee(s): Innovative Stucco, Inc. Submitted Amount S 12,500.00 District Approval: Dist. S, P. ParcelCase Agency Approval: Autnorza!+=^ cafe C.S. Proj ID Date Application Approved: Fed No. County_ Wright Vendor No.: Acquisition: ❑ Pending A Accepted ❑ Em. Domain Attn. Finance: o - Parcel Owner: Mail Check To: Elevated Wellness (Name or Caption) Monticello EDA Addressee(s): Parcel Addr.: 121 W. Broadway Mailing Addr.: N12169 Misty Bog Road City, State Zip: Monticello, MN 55362 City, State Zip: Mincing. WI 54859 RELOCATION CLAIM ELIGIBILITY LOCATION OF REPLACEMENT SITE Displacee Facility Name Name(s): and/or Type: Residential property Occupancy Date: 2010 ❑Owner ®Tenant Street Address: N12169 Misty Bog Road Eligibility Date: 11-23-21 Acquisition Date: 11-10-21 (Notice Of intent or Purchase C)ilerj (if determined. else "Pending") City, State Zip: Minon , WI 54859 1. Repairs or improvements to the replacement real property required by law, code, or ordinance.............$ .................. 2. Modifications to the replacement property to accommodate the business operation ..................................................$ 12.500.00 3. Construction and installation of Exterior Signing to advertise the business ................................................. 4. Redecoration or replacement costs of soiled or worn surfaces at the replacement site ...................... ..............$ 5. Advertisement of the replacement location .................................. $ ........................................... 6. Estimated increased costs of operation during first 2 yrs ....................................... (leases, taxes. insurance, etc.) $ 7. Other item costs essential, reasonable and necessary to reestablish ................(confirm eligibility with the Agency) $ TOTAL THIS CLAIM ................................ ............................................................................ (maximum $ 50,000.40) 5 12,500.00 Total Reestablishment Claims Paid -To -Date (including this claim).* ...... {$ 15.500.00 > Eligible remaining Reestablishment expenses claimable: ............ ........... $ 34,500.00 Residency Certification: Federal law requires certification of residency status, please check the category or complete the section below that applies to your occupancy status in the United States (see over for definitions). Your signature constitutes certification. Sole Proprietorship: I certify that I am: ❑ a United States citizen ❑ an alien lawfully present in the United States ❑ a United States national ❑ a non-U.S. citizen not present in the United States Partnership: I certify that there are partners in the partnership and that are citizens of the United States, and/or are aliens lawfully present in the United States. and are non-U.S. citizens not present in the United States. Corporation: I certify that Alive' Lutheran Church is established by law and authorized to conduct business in the United States. Claimant Acknowledgement: I, the undersigned, do hereby certify that the above information is true and correct and that documentation attached hereto accurately represents eligible expenses. I also certify that I have not previously submitted nor received payment for any expense submitted with this claim. OFFICIAL USE ONLY: (cerrments) Authorized t �` Signature: I Name (print): n . ITelephone: _ Date: t Re-establishment Costs Claim v 2017108 Re-establishment Costs Claim Page 1 of 2 RL1033 INELIGIBLE REESTABLISHMENT EXPENSES The following is a. nonexclusive listing of reestablishment expenditures not considered to be reasonable, necessary, or otherwise eligible: 1. Purchase of capital assets, such as, office furniture, filing cabinets, machinery, or trade fixtures. 2. Purchase of manufacturing materials, production supplies, product inventory or other items used in the normal course of the business operation. 3. Interest on money borrowed to make the move or purchase the replacement property. 4. Payments to a part-time business in the home which does not "Contribute Materially" to the household income. Contribute Materially: The term "contribute materially" means that during the 2 taxable years prior to the taxable year in which displacement occurs, or during such other period as the Agency determines to be more equitable, a business or farm operation: I. Had average annual gross receipts of at least $5,000; or 2. Had average annual net earnings of at least $1,000; or 3. Contributed at least 33'/s % of the owner's or operator's average annual gross income from all 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 appropriate criteria. Citizenship / Immigration Terms Defined 49 CFR 24.2(a)(2) Alien not lawfully present in the United States. The phrase "alien not lawfully present in the United States" means an alien who is not "lawfully present" in the U.S. as defined in 8 CFR 103.12 and includes: (i) An alien present in the U.S. who has not been admitted or paroled into the U.S, pursuant to the Immigration and Nationality Act (8 U.S.C. 1101 et seq. ) and whose stay in the U.S. has not been authorized by the United States Attorney General; and, (ii) An alien who is present in the U.S. after the expiration of the period of stay authorized by the United States Attorney General or who otherwise violates the terms and conditions of admission, parole or authorization to stay in the U.S. Aliens: Aliens are people who have left (emigrated) a foreign country to the United States. They have some of the same freedoms and legal rights as U.S. citizens, but they cannot vote in elections. * Resident Aliens: A foreigner who is a permanent resident of the country in which he or she resides but does not have citizenship. To fall under this classification in the U.S,, you need to either currently have a green card or have had one in the last calendar year. You also fall under the U.S. classification of resident alien if you have been in the U.S. for 31 days or more during the current year along with having been in the U.S. for at least 183 days over a three-year period that includes the current year. Y Non -Resident Aliens: A'non-U.S. citizen' who doesn't pass the green card test or the substantial presence test. If a non -citizen currently has a green card or has had a green card in the past calendar year, he or she would pass the green card test and would be classified as a resident alien. If the individual has resided in the U.S. for 31 days or more in the current year and resided in the U.S. for more than 183 days over a three-year period; including the current year; he orshe would pass the substantial presence test and be classified as a resident alien. Nationals: American Nationals are natives of American territorial possessions. They have all the legal protections which citizens have, but they do not have the full political rights of US citizens. According to 8 U.S.C. §1408 it is possible to be a U.S. national without being a U.S. citizen. A person whose only connection to the U.S. is through birth in an outlying possession (of 2005 is limited to American Samoa and Swains Island), or through descent from a person so born acquires U.S. Nationality but not U.S. Citizenship. This was formerly the case in other U.S. possessions: x Guam (1898 - 1950) (Citizenship granted by an Act of Congress) # Puerto Rico (1898 - 1917) (Citizenship granted by an Act of Congress) ° U.S. Virgin Islands (1917 - 1927) (Citizenship granted by an Act of Congress) Nationals who are not citizens cannot vote or hold elected office. However, they may reside and work in the United States without restrictions and apply for citizenship under the same rules as other resident aliens. Not all US. nationals are U.S. citizens; however, all U.S. citizens are U.S. nationals. Indeed, U.S. passports normally make no distinction between the two, mentioning only the bearer's nationality, not his/her citizenship. m Citizens: Persons born in the U.S. or to U.S. citizens in foreign countries are citizens of the United States, Persons born in other countries who want to become citizens must apply for and pass a citizenship test. Those who become citizens in this manner are naturalized citizens. Natural Born Citizens: A "natural born citizen" is a person born in the territory of the U.S. or to United States of America citizen parents. t Naturalized Citizens: A "naturalized citizen" is someone who was not born on U.S. soil- they were not a citizen of the country when they were born, but have gone through the process of becoming a citizen. I do hereby affirm that, to the best of my knowledge, the displacee is eligible for qualified Reestablishment reimbursements, based on displacee�s occupancy of the parcel as a place of economic activity at the time of the initiation of negotiations and/or at the time of the parcels acquisition. I further affirm that the displacee qualifies (49 CFR Pt. 24) as a "displaced person", is a small business, farm or non-profit organization, and is therefore entitled to receive Reestablishment payment(s), not to exceed $50,000 (M.S. §117.51); for eligible expenses actually incurred in relocating and reestablishing such small business, farm or non-profit organization at a replacement site. t/ Z -7 Signed:_ ''� � `r (4/1 � . L f/ Relocation Advisor�l � pate as Re-establishment Costs Claim Page 2 of 2 RL1033 Contract Fx'!' V E Szv T c4 TERIOR Cp IN DUAN.E ar--�1,v0VVS;e., LJC# Sc6aq:3— P'0. eox C: (6112) 64SE--770-62 40Nr'CFu0, MN SS3", 'YVES: WWW.I.NNOVATIVEMCCO.COM EMAIL INNOVATiV�S-r . UCCOis-GMAILCOM Customer Name, V4 �.1/ I `` // / r, (( Date: Address: I --J t t9i ea IV I mrs Wkc m re, e-4 pd-ir 0-0—i Remarks 4/ -601 ti 01 Yee. 4jiS ::7 gr -7� Deposit Terms 3>61 Customer ustomer Cor.tmctor �)- - - Date PLEASE SIGN AND RETURN WITH EXPECTED DATE OF WORK- THANK YOU A will t>0 a.Q 'Se.,36ec on any invo-'Cc� over 3L days -.-jays ojd. the service C-r-ulateld Pt a rate of - 100 ChArge s�ialj be 31 8 y r of uq t).3; -e d baiam "a -;CG V -q I I'd P c, r 60 D,,) CITY OF MONTICELLO VOUCHER Please complete, sign, and submit to Accts Payable by due date for check run. ® Disb. Ck. Batch Pay by:4 4/2o 2.--2--- VENDOR: ZVENDOR: Name sZ�%Gt---�'� I es' Address 1 � Z 7 Address 2 City/ST/Zip 'pj o r,� Statement/ (i S 9 Invoice No: DISTRIBUTION OF EXPENSE TOTAL: $ '� O—D O D APPROVED BY DATE: � 9 S� voucher.xls t4 Memorandum To: Jim Thares, Monticello EDA From: Penny Rolf Date: April 11, 2022 Re: Monticello Downtown Redevelopment Project Business Re-establishment Claim #1 and #2— Elevated Wellness Attached is the Business Re-establishment Claim # 1 for Elevated Wellness Calculation: 5 Business Re -Establishment Claim # 1: Payable to Elevated Wellness 0 W $850.00 (net rent/monthl— m Displacement Site $1200/month less $350 paid by sub -tenant $975 /month — ent Site 00 $125.00 - Differ X 24 months Ln $3,000.00 Claim # 1 z J 0 a Q W z z .m 0 0 CO W U7 T W D z W Q Q z W X 0 r` Business Re -Establishment Claim # 2: Payable to Innovative Stucco, Inc. $12,500.00 — Down payment (see attached estimate for build out) K:\014511-000\ROW\Parcel Folders\Elevated Wellness\Relocation Claims- Completed\Business Re -Est. Claims\Memo - BRE # 1 and #2.docx wsb Occupancy (Days) ❑<_89 '"90 Pa ee s . Elevated Wellness Dist. S.P. C.S. Fed No. Monticello Economic Development Authority REESTABLISHMENT ** Important: See Over for Derrnitions /Acknowledgement(s) `* ® Business ❑ Non -Profit ❑ Farm ❑ Government Parcel Proj ID County Wright Acquisition: ❑ Pending Accepted ❑ Em. Domain Parcel Owner: (Name or Caption) Monticello EDA Parcel Addr.: 121 W. Broadway City, State Zip: Monticello MN 55362 RELOCATION CLAIM ELIGIBILITY Displacee Name(s): Occupancy Date: 2010 Eligibility Date: 11-23-21 (Notice Of Intent or Purchase Offer) O Owner ® Tenant Acquisition Date: 11-10-21 of determined, else Pending-) Submitted Amount $ District Approval: v.2o17/oa ❑Advance (Partial ❑Final 3,000.00 Agency Approval: Apt-aruaoon Date Application Approved: Vendor No.: Attn. Finance: Mail Check To: Elevated Wellness Addressee(s): Mailing Addr.: N12169 Misty Bog Road Ci!y, State Zip: Minong, WI 54859 LOCATION OF REPLACEMENT SITE Facility Name and/or Type: Residential proverb Street Address: N12169 Misty Bog Road I City, State Zip: Minong, WI 54859 1. Repairs or improvements to the replacement real property required by law, code, or ordinance ............................... 2. Modifications to the replacement property to accommodate the business operation ................................... $ ............... 3. Construction and installation of Exterior Signing to advertise the business ................................................................$ 4. Redecoration or replacement costs of soiled or worn surfaces at the replacement site .............................................$ 5. Advertisement of the replacement location................................................................ $ ............ 6. Estimated increased costs of operation during first 2 yrs ........................................ (leases, taxes, insurance. etc.) S 3,000.00 7. Other item costs essential, reasonable and necessary to reestablish................(confirm eligibility with the Agency) S TOTALTHIS CLAIM............................................................................................................ (maximum $ 50,000.00) $ 3,000.00 Total Reestablishment Claims Paid -To -Date (including this claim) : ...... <$ 3,000.00 > Eligible remaining Reestablishment expenses claimable:... .....................$ 47.000.00 gait Gate Residency Certification: Federal law requires certification of residency status, please check the category or complete the section below that applies to your occupancy status in the United States (see over for definitions). Your signature constitutes certification. Sole Proprietorship: I certify that I am: ❑ a United States citizen ❑ an alien lawfully present in the United States ❑ a United States national ❑ a non -U.S. citizen not present in the United States Partnership: ( certify that there are partners in the partnership and that are citizens of the United States, and/or are aliens lawfully present in the United States, and are non -U.S. citizens not present in the United Stares, Corooration: I certify that Alive! Lutheran Church is established by law and authorized to conduct business in the United States. Claimant Acknowledgement: I, the undersigned, do hereby certify that the above information is true and correct and that documentation attached hereto accurately represents eligible expenses. I also certify that I have not previously submitted nor received payment for any expense submitted with this claim. OFFICIAL USE ONLY: (Comments) Authorized I;! Signature: Name (print): r_. 1 Telephone: `7 _ ?� S� - ?r -7 Date: / ; Re-establishment Costs Claim Re-establishment Costs Clairn Page i of 2 v.2017108 RL1033 INELIGIBLE REESTABLISIVIIENT EXPENSES The following is a nonexclusive listing of reestablishment expenditures not considered to be reasonable, necessary, or otherwise eligible: I. Purchase of capital assets, such as, office furniture, filing cabinets, machinery, or trade fixtures. 2. Purchase of manufacturing materials, production supplies, product inventory or other items used in the normal course of the business operation. 3. Interest on money borrowed to make the move or purchase the replacement property. 4. Payments to a part-time business in the home which does not "Contribute Materially" to the household income. Contribute Materially: The term "contribute materially" means that during the 2 taxable years prior to the taxable year in which displacement occurs, or during such other period as the Agency determines to be more equitable, a business or farm operation: 1. Had average annual gross receipts of at least $5,000; or 2. Had average annual net earnings of at least $1,000; or 3. Contributed at least 33% % of the owner's or operator's average annual gross income from all 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 appropriate criteria. Citizenship / Immigration Terms Defined 49 CFR 24.2(a)(2) Alien not lawfully present in the United States. The phrase "alien not lawfully present in the United States" means an alien who is not "lawfully present" in the U.S. as defined in 8 CFR 103.12 and includes: (i) An alien present in the U.S. who has not been admitted or paroled into the U.S. pursuant to the Immigration and Nationality Act (8 U.S.C. 1101 et seq. ) and whose stay in the U.S. has not been authorized by the United States Attorney General; and, (ii) An alien who is present in the U.S. after the expiration of the period of stay authorized by the United States Attorney General or who otherwise violates the terms and conditions of admission, parole or authorization to stay in the U.S. * Aliens: Aliens are people who have left (emigrated) a foreign country to the United States. They have some of the same freedoms and legal rights as U.S. citizens, but they cannot vote in elections. * Resident Aliens: A foreigner who is a permanent resident of the country in which he or she resides but does not have citizenship. To fall under this classification in the U.S., you need to either currently have a green card or have had one in the last calendar year. You also fall under the U.S. classification of resident alien if you have been in the U.S. for 31 days or more during the current year along with having been in the U.S, for at least 183 days over a three-year period that includes the current year. ' Non -Resident Aliens: A 'non -U.S. citizen' who doesn't pass the green card test or the substantial presence test. If a non -citizen currently has a green card or has had a green card in the past calendar year, he or she would pass the green card test and would be classified as a resident alien. if the individual has resided in the U.S. for 31 days or more in the current year and resided in the U.S. for more than 183 days over a three-year period, including the current year, he or she would pass the substantial presence test and be classified as a resident alien. * Nationals: American Nationals are natives of American territorial possessions. They have all the legal protections which citizens have, but they do not have the full political rights of US citizens. According to 8 U.S.C. §1408 it is possible to be a U.S. national without being a U.S. citizen. A person whose only connection to the U.S. is through birth in an outlying possession (of 2005 is limited to American Samoa and Swains Island), or through descent from a person so born acquires U.S. Nationality but not U.S. Citizenship. This was formerly the case in other U.S. possessions: * Guam (1898 - 1950) (Citizenship granted by an Act of Congress) ' Puerto Rico (1898 - 1917) (Citizenship granted by an Act of Congress) " U.S. Virgin Islands (1917 - 1927) (Citizenship granted by an Act of Congress) Nationals who are not citizens cannot vote or hold elected office. However, they may reside and work in the United States without restrictions and apply for citizenship under the same rules as other resident aliens. Not all U.S. nationals are U.S. citizens; however, all U.S. citizens are U.S. nationals. Indeed, U.S. passports normally make no distinction between the two, mentioning only the bearer's nationality, not his/her citizenship. * Citizens: Persons born in the U.S. or to U.S. citizens in foreign countries are citizens of the United States. Persons born in other countries who want to become citizens must apply for and pass a citizenship test. Those who become citizens in this manner are naturalized citizens. * Natural Born Citizens: * Naturalized Citizens: A "natural born citizen" is a person born in the territory of the U.S. or to United States of America citizen parents. A "naturalized citizen" is someone who was not born on U.S. soil- they were not a citizen of the country when they were born, but have gone through the process of becoming a citizen. I do hereby affirm that, to the best of my knowledge, the displacee is eligible for qualified Reestablishment reimbursements, based on displacee's occupancy of the parcel as a place of economic activity at the time of the initiation of negotiations and/or at the time of the parcels acquisition. I further affirm that the displacee qualifies (49 CFR Pt. 24) as a "displaced person-, is a small business, farm or non-profit organization, and is therefore entitled to receive Reestablishment payment(s), not to exceed $50.000 (M.S. §§117.51), for eligible expenses actually incurred in relocating and reestablishing such small business, farm or non-profit organization at a replacement site. Re-establishment Costs Ciaim Page 2 of 2 4(i4 a a RL1033 LEASE AGREEMENT THIS LEASE, made this 1 st day of December, 2017 by and between KC & The Boys, LLC (hereinafter called Landlord") and Elevated Wellness LLC (hereinafter called "Tenant"). WITNESSETH In consideration of the covenants, conditions and promises hereby mutually taken to be kept and performed by the parties, Landlord hereby demises and leases unto Tenant and Tenant hereby hires and takes from Landlord the following premises (hereinafter noted as "Leased Space") situated in Wright County in the State of Minnesota, described as follows: Suite "B" in 113 West Broadway Street, Monticello, MN, consisting of approximately 2000 square feet of rentable space. Terms The term of this lease (hereinafter called "Lease Term") shall extend for 12 months commencing on December 1, 2017 and terminating, November 30, 2018. Security Deposit Tenant shall be required to provide $1000.00 security deposit. Gross Monthly Rent Tenant shall pay to Landlord at such place or to such other person as Landlord may designate, without prior demand and without any deduction or set off whatsoever, a monthly rent set forth as follows: Year 1, $1200.00 per month (includes utilities) Rent Payment The monthly rent shall be paid on or before the first (1st) day of each month during the lease term in lawful money of the United States to: KC & The Boys, LLC c/o Cindy Heaton 21082 Franklin Road Clearwater MN 55320, or at such other place or places and to such other party or parties as Landlord may hereafter designate. If the monthly rent is not received on or before the fifth (5") business day of the month in which rent is due, then Tenant shall be assessed a $ 50.00 late fee in addition to the monthly rent. Oyeratinp. Cost Landlord shall be responsible for the following operating cost relating to the operation of the space including, but not limited to: Real estate taxes, building insurance, exterior building repairs and general parking lot maintenance, including snow removal costs associated with the building parking area. Landlord shall prorate the cost of normal electrical, gas, refuse disposal among the tenants in the building and invoice Tenant's portion based on prorate square feet occupied. In addition, Tenant shall be responsible during the time of tenancy for own interne, television, and telephone services and charges, including installation. Further. Tenant shall be responsible for his own cleaning and refuse within demised space and shall utilize central disposal dumpster (or other provided suitable container) on premises for general office materials refuse disposal only. Limitations on Use. Tenant shall use the Premises for Holistic Practitioner office with supplement store, and for no other use without Landlord's consent. BuildingAccess Tenant shall have 24/7 access to the demised space. Holdover If Tenant shall fail to vacate the lease space upon expiration or sooner termination of this lease, Tenant shall be on a month-to-month holdover, and Tenant must give Landlord and Landlord must give Tenant a 30 -day written notice to terminate this holdover. This written notice shall be given on or before the first day of the preceding month. The monthly rent to be paid Landlord by Tenant during this continued occupancy will be 1-1/4 times (125%) the monthly rent as set forth in paragraph 4. Maintenance Tenant shall maintain the Leased Space in a neat and clean condition at all times during the term hereof. Indemnification Landlord shall not be responsible to Tenant or to Tenant's agents, servants, employees, customers, or invitees for any damage to person or property caused by any act, omission or neglect of Tenant, and Tenant agrees to hold Landlord harmless from all claims for such damage. Tenant shall not be liable to Landlord, or to Landlords agents, servants, employees, customers, or invitees for any damage or neglect of Landlord, and Landlord agrees to hold Tenant harmless for all claims for such damages. Condemnation If the Lease Space shall be taken or condemned for any public purpose to such extent as to render the Leased Space untenantable, the Lease shall, at the option of either party, forthwith cease and terminate. All proceeds from any taking or condemnation of the Leased Premises shall belong to and be paid to Landlord. Destruction of Leased Premises In the event of destruction or damage to the Leased Space, Tenant shall be entitled to a proportionate abatement of the Rent corresponding to the time during which and the extent to which the Leases Space is rendered untenantable for Tenant's use and occupancy, in its normal manner of operation. Subletting Tenant shall have the right to assign this Lease and sublet the Leased Space or any portion hereof with the prior written approval of Landlord, which shall not be unreasonably withheld. Surrender Whenever the term herein demised shall be terminated, whether by lapse of time, forfeiture, or in any other way, Tenant covenants and agrees that it will at once 2 surrender and deliver the Leases Premises to Landlord in as good condition as was when Tenant took possession, ordinary wear and tear accepted. Default By Tenant If default shall be made in the payment of any sum to be paid by Tenant under this lease and default shall continue for ten (10) days or if default should be made in the performance of any other covenants or conditions in which Tenant is required to observe and perform hereunder and such default shall continue for twenty (20) days, Landlord may (i) terminate this Lease and forthwith repossess the Leases Premises and remove all property there from and be entitled to recover damages or seek equitable relief in accordance with the laws of the State of Minnesota; or (ii) Landlord may terminate Tenant's right of possession (but not the Lease) and may repossess the Leased Premises without demand or notice of any kind to Tenant and without terminating this Lease in which event Landlord may, but shall be under no obligation to, relet the same for the account of Tenant for such rent and upon such terms shall be satisfactory to Landlord, and Tenant shall remain liable for rents payable under the Lease; provided, however, that any rents received from a reletting of the Leases Premises by Landlord shall be credited to the account of Tenant after deduction for costs of recovering posses§ion and all costs and expenses sustained by Landlord in reletting the Leased Space. Insurance Landlord shall not be liable for any damage to property or any injury to person, sustained by Tenant or others, caused by conditions or activities on the demised premises, unless such damage or injury is caused by the acts or omissions of the Landlord, it's agents, or employees. Tenant shall indemnify Landlord against all claims arising there from and shall carry liability insurance insuring Tenant as "Insured" and Landlord as "Additional Insured" with limits of liability of not less than $1,000,000 for injury (including personal injury endorsement) or death to one or more persons, and $1,000,000 with respect to property damage to others. Tenant shall furnish Landlord with certificates evidencing that such insurance is in effect stating that the Landlord shall be notified in writing thirty (30) days prior to cancellation, material change, or non -renewal of insurance. Landlord shall maintain insurance covering the entire Building property against loss resulting from any peril insurable under a Minnesota standard fire insurance policy. Alterations by Tenant Any improvements contemplated by Tenant require prior approval of Landlord. Tenant accepts the building "as is" upon occupancy and after tenant improvements are completed. Landlord hereby authorizes tenant to make minor repairs to repair walls and hang pictures. Lien Tenant shall keep the space, the building in which the space is situated, and the land upon which the building is situated free from any liens. Entire Agreement This lease is the entire agreement of the parties. 3 Severability In the event that any provisions of this Lease shall be held invalid or unenforceable, no other provisions of this Lease shall be affected by such holding, and all of the remaining provision of this Lease shall continue in full force and effect pursuant to the terms hereof Delay in Possession. If the Demised Premises shall on the scheduled date of commencement of the Lease Term not be ready for occupancy by the Tenant due to the possession or occupancy thereof by a previous tenant, or because any repair, construction process or remodeling to be done by Lessor has not yet been completed, Lessor shall use due diligence to complete such work and to deliver possession of the Demised Premises to Tenant. The Lessor, using such due diligence, shall not in any way be liable for failure to obtain possession of the Demised Premises for Tenant or to timely complete such repair or remodeling, but the rental and other charges payable by Tenant hereunder shall be abated until the Demised Premises shall, on Lessor's part, be ready for the occupancy of Tenant, this Lease remaining in all other respects in full force and effect and the lease Term not hereby extended. Miscellaneous. A. Time of Essence. Time is of the essence of each provision of this lease. B. Parking. Tenant acknowledges and agrees that Landlord shall provide Tenant with 2 parking spaces in the rear of building. C. Minnesota Law. This lease shall be construed and interpreted in accordance with the laws of the State of Minnesota. Il IN WITNESS WHEREOF, the parties hereto have executed this agreement: LANDLORD: KC & The Boys, LLC 4 -6t� Cindy Heaton Date: ///S//-7 TENANT: Elevated Wellness, LI,,.0 Shiloh\Thonrpson 11 oTh6iWson n ivi ua Date: COMMERCIAL LEASE AGREEMENT THIS LEASE (this "Lease") dated this l Z5 day of .x12 C (^- RFTWEEN: Duane Benkewski of N12169 Misty Bog Rd, Minong, W1 541359, USA Telephone: (61 2) 685-7069 (the "Landlord") OF TITE FIRST PART Flevated Wellness 1.1.0 of N'12169 iNisty fiiag Rd, Minong, W'1 548:59, USA Telephone: (763) 350-2057 (the "Tenant") CSF THE SECOND PART IN CONSIDERATION OF the Landlord leasing certain premises to the Tenant, the Tenant leasing thosc premises from the Landlord and the mutual benefits and obligations ;yet forth in this Lease, the receipt and sufficiency of which consideration is hereby acknowledged. the Parties to this Leas: (the "Parties") agrcx� as rvnows: Definitions 1. When used in this Lease, the following expressions will have the nicanings indicated: a. "Additional Rent" means all amounts payable by tl�c ,rcnUr]t under this U. -ase except Base gent, whether or not specifically designated as Additional Rc:tit clsewhere in this Lcase; b. "Building" means all buildings" improveirrvnts, equipment, fixtures. property and facilities from time to time: located at N 12169 Misty Bog Ret, M inong, W 154859, U SA, as from time to time altered, expanded or reduced by the Landlord in its sale discretion; C. "Common Areas and Facilities" i11eaw i. those portions of the Building arcas. buildings, improvements, facilities. utilities, equipment and installations in or ior-ming part of the Building which from trine; to time are Va�vv I of 10 not desiggnatcd or intended by the Landlord tti tae leased to tenants of the, Building including, without limitation. exterior weather walls, roofs, entrances and exits. parking areas, driveways, loading docks and area, storage. mechanical and electrical rooms. areas above and below leasabic premises and not included within leasable premises, security and alarm equipment, grassed and landscaped areas, retaining walls and maintenancc. cleaning and operating equipment serving the Building-, and ii. those lands. areas. building.-,, improvements, facilitics, Utilities, equipment and installations which serve or are icor the useful benefit of the Building, the tenants of Building or the Landlord and those having business with thern, whether or not located within. adjacont to or near the Ruildinp and which are designatcd from time to tune bY the Landlord as part of the Common Area. and Facilities; d. "I -easable Area" means with respect to any rentable premises, the arca expressed in square feet of all floor space including floor space of inezzanines, if any, detcrinined, calculated and certified by the Landlord and measured from the exterior face of all exterior walls, doors and windows. including walls. doors, and windows separating the rentable premises from enclosed Common Areas and Facilities. irany. and from the center lint of all interior walls separating the rentable premises, from adjoining rentable premises. There will be no deduction or exclusion for any space occupied by or used for columns, ducts or other structural elements, C. "Premises" means the ol-fice space at\.'12169 Misty Bog Rd. Minong. WI 54959, USA. f "Proportionate Share" means a fractinti, the numerator of which is the Leasable Arco of the Prerniscs, and they denominator of which is, the aggregate of the Leasable Area of all rentable premises in the Building-, Rcnt" ratans the total of Base Rent and Addi:ional Kcnt. Leased Premises 2. The Landlord agrees to rent to the Tenant the office space municipally described as N 12169 Misty Dog Rd. Minong. Wl 54859. USA (the "Premises"). The Promises will be used for only the following pernutted use ([he "Permitted Use"): Offices, Retail. 3. A reasonable number of pets or animals are allowed in or about the Premises. If this privilege is abused, the I-nndlord may revoke: this privileec upon (hirly f 0 days' notice. Puyc 2 of 10 4. Subject to the Provisions of this Lea -se. the Tenant is entitled to the Use of parking (the "Parking") on or about the Premises. Only properly insured motor vehicles may be parked in the Tenant's Parking. Term The tenll ol'the Umse is a periodic tenancy commencing at 12:(X) noon on April 1, 2022 and L condnUino ! on a nionth-to-month basis until the Landlord or the Tenant terminates the tenancy (the 6. Notwithstanding that the Term commences on April 1., 2012. the Tenant is entitled to possession of the Premises at 12:00 noon on March 16. 2022, Rent 7, Subject to the provisions of this Lease, the Tenant will pay a base rent of $975.00, payabic por Month, for the Promises (the "Base Rent"), without setoff, abatement or deduction. In addition to the Ba.sc Rent, the Tenant will pay for any fees or taxes arising from the Tenant's husincss. IS, The Tonaw will pay the Base Rent on or before the fimt of ouch and every month of the Term to the Landlord. 9. No acceptance by the Landlord of any anioUT11 less than The full arnomil owed will be Taken to operate as a waiver by the Landlord for the full amount or in any way to defeat or affect the rights and remedies of the Landlord to pumice the full amount. Operating Costs 10. The Landlord will be responsible for paying the follovving operatim, costs: a. property or building taxes and sales or use taxes related to the Rui Iding or this .ease; C-1 b. cleaning andjanitorial services, c. operating and servicing elevator.-,; d. all utilities supplied to the('0111111OTi Areas and Facilities: e. security-, E window cleaning; g. all insurance relating, to the Building as placed by the Landlord from tinic to time, acting prudently; Pup 3 of 10 Ir. repairs and replacements to the Building urid any component of the Building; i. accounting and auditing; ,j. provision. repair, replacement and maintcnance orbeat iitg, cooling, ventilation and air conditioning equipment throughout the Building: k. all amounts,; paid to employees or third parties relating to work performed in relation ti► the. Building including in the care of employees all usual hencfits, including a management tec not to exceed 5% of gross receipts front the Building; I. supplies used in relation to operating and rnaintaininr,, tllc Building; in. provision of a building, superintendent and associated personnel employed for the Building including a reasonable rental value fur office space used by those persons and related expenses including uniforms. ^. all outdoor niairitenance including, landscaping and snow removal; o� opieration and maintenance of park-ni ? atcas. and p. prt vcntivc maintenance" and inspection. Use and Occupation 11. The Tenant will carry on business under the: name of Elevatod Wellness, and will not change such name without the prior written ennsc-nt of the Landlord, such consent not to he unreasonably mithheld. The Tenant will open the whole of the Premises for business to the public fully fixtured, stocked and staffed on the date of commencemcm of the Term and throughout the Term, and will continuously cu:cupy and utilize tdic entire Premises in the active conduct of its business; in a reputable manner on such days and during sucli hours of business as may he determined Irom time to time by the Landlord. I The Tenant covenants that the Tenant will catty on and conduct its, business from time to time carried on upon the Premises in such manner as to comply with all statutes. hyla-,%-,, rules and regulations of any federal, state, municipal or other competent authority anti will not do anything on or in the. Premises in contravention of any of" therm. 13. The Tenant covenants that the Tenant will carry on and conduct its business from tithe to time carried on upon the Premises in such manner as to comply with any statute, including any subordinate legisla(ion. which is in force now or in the future acid taking into account any amendrttcnt or re. - enactment, or any government department. local authority, other public or competent authority or court ofcompetent jurisdiction and of the in urers ire relation to the use. occupation and enjoyment of the Building (including in relation to health and safety compliance with the proper practice Pugs 4 of 10 recommended by all appropriate authorities). Security Deposit 14. On execution of this Lease, tho Tenant will pay the Landlord a security deposit equal to the amount of $975.00 (the "Security Deposh") to be held by the Landlord without interest. The Landlord will return the Security Derwsit to the Tenant at the end of this tenancy, less such deductions as provided in this Lease but no deduction will be made for damage due to reasonable wear and tear.. 15. The Tenant may not use tho. Security Deposit as payment i'or tht Rent. 16. Within 30 days after they tcrmination of this tenancy, the Landlord Avill deliver or mail the Security Deposit less any proper deductions or with further demand for payment to.- N 12169 Misty Bog Rd, Minun=. WZ 54959, LISA, or at such rather place as the Tenant may advise. {quiet Enjoyment 17. The Landlord covenants that on paying the Dent anal pci-fonning the: CON enarnts contained in this Lease. the Tenant will peacefully and quietly hat's, held, and OTIjOy the Premises fhr this agreed term. Distress 18. If and whenever the Tenant is in default in payment of any money, whether hereby expressly reserx cd or deemed as Rent. or any part of the Rent the Landlord may. without notice or any form of legal process. enter upon the Premises and seize, remove and sell the Tenant's goods. chattels and equipment from the Premises or seize, remove and sell any goads, chattels and Cquipment at any place to which the Tenant or any other person may haN,c: removed them, in the sank manner as if they had remained and been distrained ulx n the; Premises, all notwithstanding any rulc of law or equine to the contrary, and the Tenant hereby waives and runounces the benefit of any present Or future statute or law limiting or eliminating the Landlord's right of distress. Qverholding 1 �). if the Timant continues to occupy the Premises without the written consent of the Landlord at the expiration or other to nitration of the Torn, then the Tenant will be a tenant at will and will pay to the Landlord, as liquidated damages and not as rent, an amount equal to twice the I«3a.sc Rent plus any. Additional bent during the period of such occupancy. accruing firom stay to day and adjusted pro rata accordingly. and subject always to all the other provisions of this Lease inscafhr as they are applicable to a tenancy at will and a tenancy from month to month or from year to year will not be created by Rive i of 10 implication oflaw; provided that nothing in this clause contained will preclude.: the Landlord frotn taking action for recovery of possession of the Premises. Utilities and {ether Costs 20. The Landlord is rusponsible for the payment of the following utilities and other charges in relation to thy° PrMitiew: electricity, natural gas, vaster, sewer, telephone, internet and cable. Insurance 7 I . The Tenant is hereby advised and understands that the personal property of the Tenant is not insured by the Landlord for either damage or lass, and the Landlord assumes no liability for any such lass, The Tenant is advised that. if insurance coverage is desired by the Tenant, the Tenant should inquire of Tenant's insurance agent regarding a Tenant,. police of ins►irarice- '�. The Tenant is responsible for insuring the Premises for liability insurance ror tltc bcmmfit ofthe Tonant and the: Landlord. 23, The 'Fenant will provide proof of such insurance to the Landlord upon the issuance or renewal of such insurancc. Abandonment 24. If at any time during the Tenn, the Tenant abandons the Premises or any part of the Premises, the: Landlord may, at its option, enter the Premises by any means without heing liable for any prosecution for such entering, and without becoming liable to the Tenant for damages or for any payment of any kind whatever. and inay, at the Landlord's discretion, xq agent for the Tenant, relet the Premises, or any part of the Premises, for the whole or any part of the then unexpired Term, and may :receive and collect all rent payable by virtue ofsuch reletting. and, at the Landlord's Option, hold the Tenant liable for any differ :ne;c between the Rent that would have been payable under this I case during the balance of the unexpired Torn, if this Lcasc had continued in li?rcc, and the net rant for such period realized by the Landlord by means of the reletting. If the Landlord's right o reentry is exercised following abandonment of the premises by the Tenant, then the Landlord may consider any personal prolvrty belonging to the Tenant and left on the Premises to also have been abandoned. in which cage the Landlord may dispose of all such personal prop.. y in any manner the Landlord will deem proper and is relieved of all liability for doing so, Pace b of 10 Governing Law S It Is the intention of'the Parties to this Lease that the tenancy created by this Lease and the per-R)rmance under this Lease, and all suits and special proceedings under this Lease, be con trued in accordance with and governed. to the exclusion of the law, of any other lbrum. by the laws of the State of'Wisconsin, without regard it) the jurisdiction in v% h ich any action or special proceeding may be instituted. Severability 20- If there is a conflict between any provision of this Lea,;e and the applicable legislation of the State of' Wisconsin (IheAct)? the Act will prcti-ail and such provisions or the Lease will be. amended or deleted as necesiary In order to comply xk 01i the Act. Further. any provisions that are required by the Act are incorporated into Ibis Lease. Assignment and Subletting 2?. The Tenant will not assign this Lease in whole or in part, nor sublet all or any part of the Premises, nor grant arty license or part with possession of the Promises or transfer to any other person in whole Or in paa oi- any other right or interest under this Lease (except to a parent. subsidiary or affiliate of the 'l en ant), without the prior w6tten consent ol'the Landlord in each instance, which consent will not be unreasonably withheld so long as the proposed assignment or sublease complies with the provisions of this Lease. 28. Notwithstanding any assignment or sublease, the Tenant will remain fully liable on this Lease and will not be released Crom performing any of the terms, covenants and conditions ol'this Lewse. 29. If the Lease is assigned or if the Premises or any part of the Premises Marc sublet or occupied by anyone other than the Tenant, the Landlord may collect rent directly from the assignee. subtenant or occupant. and apply the net i1MOLLnt collucud, or the necessary portion of that aniount, to the ricrit owing under this Lease. 30. The Prohibition against assigning or subletting without the consent required by this Lease will be constructed to include a prohibition against any assignment or sublease by operation of law. 31. The consent by the Landlord to any assignment or sublease will not constitute a waiver of the necessity of such consent to any subsequent assignment or sublease. Parc 7 of 10 Bulk Sale I I No bulk sale orgoods and assets of the Tenant may take place Without first obtaining the,%Tillen con-,ent ol'the Landlord, which consent will not Ix- unreasonably withheld so long as the Tenant and the Purchaser are able to provide the Landlord with assurances, in a forn, satisfiactory to the Utridlord, that the Tenant's obligations in this Lease will continue to be performed and respected, in the manner Satisfactory to the Lun dlord. after completion of the said bulk sale. Care and Use of Premises The'Fenaill will promptly notiry the Landlord of any damage. or of any situation that may signi J icanl ly interfere with the normal use of the Premises, 34. Vehicles which the Landlord remonably considers, unsightly, noisy. dangerous, Improperly insured, inoperable or unlicensed are not permitted in the Tenant's parking stall(s). and such vehicles may he towed away at the Tenant's expense. Parking facilities are provided at the Tenant's own risk. The Tenant is required to park in only the space allotted to them. 35. The Tenant will, not make (or allow to be made) any noise or nuisance which. in the reasonable opinion of the Landlord, disturbs the comfort or convenience of ether tenatits, 36. The Tenant will not engage in any illegal trade or activity on or about the Pricalises. 37. The Landlord and Tenant will comply with standards of health. sanitation. tire. housing and safety as reNuired by law. Surrender of Premises 18. At the expiration ol'Ilic lea -se term, the Tenant will quit and surrender the Premises in as good a state and condition as they were at the commencement of this Lease. reasonable use and wear and damages by the elements excepted. Hazardous Materials 39. The Tenant will not keep or have on the Premises any article or thing ora dan"Crous, flaminablo, E -)r 0 Ilan" explosive character that might unreasonably increase the danger of fire on ihe Prcmiws or that might It% be cons-Iderud hazarxJQus by any responsible insurance company. fags IS of10 Rules and Regulations 40. The Tenant will obey all rules and regulations posted by the Landlord regarding the use and care of the Building, parking lot and other common facilities, that are provided for the uscc of the Tenaw in C, and around the Building on tht: Preinkes. General Provisions 41. Any waiver by the Landlord of any failure by the Tenant to perform or observe the provisions of this Lease will not operatc as a waiver of the Landlord's rights under this Lease in respect of any subsequent dcfauWq, breachcs or nonperlonnancc and wil I not defeat or arr"I in any way the Landlord'-. rights in respect of any subsequent default or broach. 42 This Lease wi H extend to and lac binding urx)n and inure to the benefit of the respective hcirs. executors. administrators, successors and assigns, as, the case may N.-, of each party to this Lease. All covcnants are to be construed as condition-, of this Lease. 43. All sums payable by the Tenant to the Landlord pursuant to any provision ofthis Lcasc will he deemed to he Additional Rent and will be recoverable by the Landlord as rent, -.11 arrears. 44. Wherc There is more than one Tenant executing this Lease, all Tenants arc jointly and severally liable for each other's acts, omissions and liabilitics pursuant to this Leasc. 45. Time is of the essence in this Lease. 46. This Least will constitute the entire, agreement between the Landlord and the Tenant. Any prior understanding or representation of any kind preceding, the date of this Lease will not be binding on either party , to this Lease except to the extent incorporated in this Lease. In particular, no warranties of the Landlord not expressed in this Lease are to be implied. IN WITNESS WHEREOF the Partics to this Lease have duly af'fixcd their signatures under haiid and scal, or 1-tv zi duK, authorized officer under swl. (in this 1!5 day of --,V.Ukz (Witness) Duane Benkowski (Landlord) Page') of 10 Elevaled Wellness LLC(Fcriant) (Witness) Per. L) vt, 02002-202? LawL'kjmt.rom;D flage 10 of 10 4/11/22 Monticello Downtown Redevelopment Project Displacee: Elevated Wellness A B C D E F G H I 1 1 Self- Contractor Business Re -Establishment Claim Claim Category Claim Description Submitted Eligible Not Recommended Documentation Comments 2 Displacee 1 24.304 (a) (6) (i) Increased rent $3,000.00 $3,000.00 Leases Increased rent 3 Innovative Stucco 2 24.304 (a)(2) Modifications to the property $12,500.00 $12,500.00 Estimate Down Payment - See attached estimate 4 5 TOTAL $15,500.00 $15,500.00 $0.00 6 7 8 9 Business Re-establishment Maximum Amount $50,000.00 10 11 Claim # 1 $3,000.00 12 (Claim # 2 $12,500.00 H14 Balance Remaining $34,500.00 Accounts Payable Transactions by Account CITY F �User: Debbie.Davidsononti Printed: 04/15/2022 - 12:50PM effo Batch: 00201.04.2022 Account Number Vendor Description GL Date Check No Amount PO No 213-46301-438200 CITY OF MONTICELLO 7256-004 - 130 Brdwy- Stormwtr 04/15/2022 0 26.25 213-46301-438200 CITY OF MONTICELLO 7256-007 - 103 Pine St- EDA 04/15/2022 0 45.50 213-46301-438200 CITY OF MONTICELLO 7256-008 - 112 River St. W EDA 04/15/2022 0 45.50 Vendor Subtotal for Dept:46301 117.25 213-46301-443300 US BANK CORPORATE PMT SYS EDAM - 2022 Membership Renewal ( 04/15/2022 0 295.00 Vendor Subtotal for Dept:46301 295.00 213-46301-443990 US BANK CORPORATE PMT SYS Monti Chamber - March Lunch (JT) 04/15/2022 0 15.00 Vendor Subtotal for Dept:46301 15.00 Subtotal for Fund: 213 427.25 Report Total: 427.25 AP -Transactions by Account (04/15/2022 - 12:50 PM) Page I 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, March 4, 2022 8:03 AM AP Your bill from City of Monticello, MN is ready. 3-1-22 Insert 1.pdf; 3-1-22- Insert 2.pdf; BACK OF BILL.pdf 007256-004 MONTICELLO EDA (213-46301) 130 BROADWAY E 2/1/2022 to 2/28/2022 (28 days) 3/3/2022 4/1/2022 Previous Reading Current Reading Serial Date Reading Date Reading Cons Current Charges Water: ACH CREDIT - AUTO PAY ($1.25) Water: EBILL CREDIT ($0.50) Stormwater: STORMWATER / NON-RESIDENTIAL $28.00 Total Current Charges: $26.25 Bill Summary Previous Balance: $26.25 Payments Received: $26.25 Adjustments: $0.00 Current Charges: $26.25 * Total Amount Due by: 4/1/2022 $26.25 * This was the amount due at the time of billing. 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, March 4, 2022 8:03 AM AP Your bill from City of Monticello, MN is ready. 3-1-22 Insert 1.pdf; 3-1-22- Insert 2.pdf; BACK OF BILL.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: 4/1/2022 * This was the amount due at the time of billing. 007256-007 MONTICELLO EDA (213-46301) 103 PINE ST 2/1/2022 to 2/28/2022 (28 days) 3/3/2022 4/1/2022 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 $8.04 ($1.25) ($0.50) $0.81 $10.40 $28.00 $45.50 $45.50 $45.50 $0.00 $45.50 $45.50 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, March 4, 2022 8:03 AM AP Your bill from City of Monticello, MN is ready. 3-1-22 Insert 1.pdf; 3-1-22- Insert 2.pdf; BACK OF BILL.pdf Previous Reading Serial Date Reading 68621907 2/1/2022 43904 Current Charges 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: 4/1/2022 * This was the amount due at the time of billing. 007256-008 MONTICELLO EDA (213-46301) 112 RIVER ST W 2/1/2022 to 2/28/2022 (28 days) 3/3/2022 4/1/2022 Current Reading Date Reading 3/1/2022 43904 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 $0.00 $8.04 ($1.25) ($0.50) $0.81 $10.40 $28.00 $45.50 $45.50 $45.50 $0.00 $45.50 $45.50 Vendor Date of Transaction -�3 11DJa'2e 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: O© Amount $ 5 Circle purchaser name: Tracy Ergen Vicki Leerhoff Rachel Leonard Sarah Rathlisberger Jennifer Schreiber ,igela Schumann 1i�Thares Seth Green Liz Lindrud Haley Foster Trevor Mack Hayden Stensgard Dee Yanta Ir \Alactnhal Oaf bp! z�az Date appr ved Special Project # or Description Circle department code: 101-41110 101-41310 101-41410 101-41520 101-41800 101-41910 213-46500 213-46301 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 Economic Developmen HRA Central IT General Operating Supplies Newsletter Services Miscellaneous Prof Services Postage Travel/Training Ex ense Dues m e=ship Licenses and Permits Misc. Other Expense Jim Thares From: info@edam.org Sent: Thursday, March 10, 2022 4:21 PM To: Jim Thares Subject: Order Confirmation 2 c Z- Dear Jim, Thank you for your order! Your purchase helps support our organization and we appreciate your business. Here are the details of your order. Please retain this email for your records. Order Date: Mar 10, 2022 4:17 PM Bill To: Jim Thares, FDFP j MA Order Total: 295.00 Payment Method: VISA 834 Name on Card: James Thares Item Price Qty Total Invoice: Renewal Fees - City of Monticello 295.00 1 295.00 Item Total 0.00 Shipping 0.00 Handling OAO Item Grand Total OAO Invoice Total 295.00 Transaction Grand Total 295.00 Thank you again for your support! 1 Vendor 1 i !cnh Date of 313612 -2, - 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: Amount $ ) G5 - 0 Circle purchaser name: Debbie Davidson CJulieCheney a Expense Code c>? I3 -4(-o301-4ct3 q.90 Julie Cheney From: Jim Thares Sent: Monday, March 28, 2022 3:59 PM To: Julie Cheney Subject: RE: Invoice from Monticello Chamber of Commerce and Industry Yes, this is okay to pay. From: Julie Cheney <Julie.Cheney@ci.monticello.mn.us> Sent: Monday, March 28, 2022 2:08 PM 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 Chamber for the March lunch you attended. Okay to pay $15.00? Thanks Julie From: Marcy Anderson <marcy@monticellocci.com> Sent: Monday, March 28, 2022 1:39 PM To: AP <AP@ci.monticello.mn.us> Subject: Invoice from Monticello Chamber of Commerce and Industry Dear Jim Your invoice for the March 2022 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, MN 553623o unsubscribe click here. If you have questions or comments concerning this email or services in general, please contact us by email at info(8monticeliocci.com. Monticello Chamber of Commerce and Industry 205 Pine Street PO Box 192 Monticello, MN 55362 (763) 295-2700 1 fax: (763) 295-2705 info@monticellocci.com Monticello City of Accounts Payable 505 Walnut Street Suite #1 Monticello, MN 55362 Invoice Invoice Date: 3/28/2022 Invoice Number: 7931 Account ID: Terms Due Date Net 15 4/12/2022 Description Quantity Rate Amount 2022 Chamber Lunch -3/15/2022 River City Extreme `* Event 'Updated`*: Chamber Lunch, Member (Jim Thares) 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: Sent: Subject info@monticelIocci.com Wednesday, March 30, 2022 2:49 PM 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: 63627976207 Last 4 of Acct Number: 8769 Amount: $15.00 Description Items Total p () Quantity Amount Payment for Invoice 2022 Chamber Lunch --3/15/2022 River City Extreme "" Event #7931 (Monticello City of) Updated**: Chamber Lunch, Member (Jim Thares) 1 $15.00 $15.00(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 Julie Cheney From: Auto -Receipt <norepk/@mai|autho/ize.net^ Sent: Wednesday, March 30,2O22Z:4gPK4 To: AP Subject: Transaction Receipt from Monticello Chamber of Commerce & Industry for $15.00 (USO) oconp,mn: Payment for Invoice #79s1(Monticello City of) :zozzChamber u,nch~a 15/2022 River City Extreme ~* Event updmed~~:Chamber Lunch, Member (Jim Thae$$1s.00(Opu�) Invoice Number 9029416 Billing Information Julie Cheney Monticello City of sOsWalnut Street Suite Monticello, xxwB]62 US ap@cimontice||o.mnus 763-271-3205 Shipping Information Monticello Chamber ofCommerce &industry Monticello, MIN 55362 US Date/Time: yo-Mvr-2O22zZ:4u:soPDT Transaction ID: 63627976207 Payment Method: visaxxxxu7d9 Transaction Type: purchase Auth Code: 089814 Monticello Chamber ofCommerce &industry Monticello, MIN 55362 US Accounts Payable Transactions by Account User: Debbie.Davidson Printed: 05/02/2022 - 1:34PM Batch: 00215.04.2022 Account Number " CITY O F ' 4 i effo Vendor Description GL Date Check No Amount PO No 213-46301-438100 CENTERPOINT ENERGY 6402832805-8 - 113 Broadway W (1/: 04/30/2022 Vendor Subtotal for Dept:46301 213-46301-438100 XCEL ENERGY 51-13295413-8 - 103 Pine St 04/30/2022 213-46301-438100 XCEL ENERGY 51-13295413-8 -113 W. Broadway 4P 04/30/2022 Vendor Subtotal for Dept:46301 213-46301-443990 DEMVI LLC CAM Increase for April 04/30/2022 Vendor Subtotal for Dept:46301 Subtotal for Fund: 213 Report Total: 0 198.51 198.51 0 51.23 0 188.98 240.21 0 15.84 15.84 454.56 454.56 AP -Transactions by Account (05/02/2022 - 1:34 PM) Page 1 enterPoint Energy CenterPoi ntEnergy.com Gas leak or emergency Leave immediately, then call 800-296-9815, 24 hours a day How to pay your bill Online Visit: CenterPointEnergy.com/paybill Pay immediately, schedule a payment or set up automatic monthly payments. Please keep this portion for your records CenterPoint. Energy MONTICELLO EDA ATTN AP. 505 WALNUT ST STE 1 MONTICELLO, MN 55362-8822 Page 1 of 4 CUSTOMER ACCOUNT NUMBER MONTICELLO EDA 6402832805-8 AUTOPAY DATE Apr 08, 2022 ATTN AP. BILLING DATE AMOUNT DUE $ 484.16 SERVICE ADDRESS Mar 11, 2022 113 Broadway St W, Monticello, MN 55362-9352 Customer service Call before you dig Comments 612-321-4939 or 800-245-2377 Call 811 PO Box 1144 Monday - Friday, 7 am - 7 pm 24 hours a day Minneapolis, MN 55440-1144 Our records show that you now receive a paperless bill. We hope you enjoy the ease and convenience of paperless bill delivery. The cost of gas line item reflects higher commodity prices due to increases in the market price of natural gas, and the price we pay for natural gas is the same price we charge our customers - with no markup. We expect the higher commodity costs through at least the summer months. However, changes in usage will affect the total amount billed from month to month. ACCOUNT SUMMARY Previous gas amount due $ 528.94 Payment Mar 11, 2022 Thank you! -528.94 Current gas charges (Details on page 2) +484.16 DO NOT PAY - Total amount due to be drafted $ 484.16 Phone Call 612-321-4939 and make a payment using your checking or savings account, or by debit or credit card. 000036121 0440156946574 000001 In person To find a payment location, visit: CenterPointEnergy.com/paybill or call 612-321-4939. Mail w To mail a payment, send to: PO Box 4671 Houston, TX 77210-4671 ACCOUNT NUMBER 6402832805-8 Has your AutoPay bankAUTOPAY DATE Apr 08, 2022 account changed? See form on back of stub. AMOUNT DUE $ 484.16 Your bill is scheduled to be paid automatically by bank draft on the due date Apr 08, 2022. Your bank draft is set up for: 007200640283280589000000484160000004841690 CenterPoint Energy CenterPoi ntEnergy.com DEFINITIONS CUSTOMER MONTICELLO EDA ATTN AP. SERVICE ADDRESS 113 Broadway St W, Monticello, MN 55362-9352 Basic Charge is a flat amount each month, regardless of the amount of gas used, to cover a portion of costs incurred even if the customer does not use gas during the billing period. Cost of Gas is the cost CenterPoint Energy pays for the gas it delivers to its customers. Delivery Charge is based on the amount of gas delivered, to cover the costs of delivering gas not covered by the Basic Charge. City Franchise Fee is a fee charged by a city to utility companies that provide natural gas, electricity or cable service. Utilities will collect the fee from individual customers and pay it to the city. Utilities receive no revenue from this fee. Gas Affordability Program (GAP) covers costs to offer a low-income customer co -pay program to reduce natural gas service disconnections. This charge is billed to all non - interruptible customers. Purchased Gas Adjustment reflects the difference between the base cost of gas established at the time of our most recent rate case and the price paid to purchase and transport the gas you used during this billing period. Theme is the heating value of gas. Your meter measures CCF (hundreds of cubic feet) which we multiply by the therm factor to determine the heating capacity of the gas you used. For a more detailed description of each of the terms used on your bill, please visitCenterPointEnergy.com/definitionsorcai/ Customer Support at 612-321-4939. ACCOUNT NUMBER 6402832805-8 BILLING DATE Mar 11, 2022 AUTOPAY DATE AMOUNT DUE Page 2 of 4 Apr 08, 2022 $ 484.16 Current gas charges Rate: Com/Ind Firm Rate Meter Number Day Billing Period Current read date Next scheduled read date Next billing date M20131589322 29 Mar 9, 2022 Apr 10, 2022 Apr 11, 2022 Billing Period Current Reading - Previous Reading = Total x Therm factor = Adjusted Usage 02/08/22 - 03/09/22 9000 8519 481 1.03159 496 Therms Basic charge $ 21.00 Delivery charge 496 therms x $ 0.20580 102.08 Decoupling adjustment 496 therms x -$ 0.00424 -2.10 Gas Affordability PRG 496 therms x $ 0.00264 1.31 Feb 2021 Weather Event 496 therms x $ 0.04610 22.87 Cost of gas* 496 therms x $ 0.58760 291.45 Interim rate adjustment 14.30 (Basic Chg + ($0.19789*therms))*12.0000% County sales tax 2.25 State sales tax 31.00 Total current charges $ 484.16 *includes a purchased gas adjustment of $0.13171 Your account, managed your way • Pay automatically. 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CenterPointEnergy.com/selfservice Register any inquiry or complaint at CenterPoint Energy, 505 Nicollet Mall, PO Box 59038, Minneapolis, MN 55459-0038 Mail payments to CenterPoint Energy, PO Box 4671, Houston, TX 772104671 Late payment details/due date. Please pay your bill on time to reach our office by the due date shown at the top of your bill. Unpaid gas amounts over $10 are charged a late payment fee of 1.5% (18% annual percentage rate) or $1 minimum on the next billing date shown on your bill. Returned check charge. There will be a $10 charge for any check or AutoPay payment your bank returns to us. Notice of customer information availability. Customer information is available upon request. Call 800-245-2377. Personal checks sent for payment may be processed electronically. This means your check will not be returned by your financial institution. Any funds may be debited from your account as soon as the same day payment is received.lf you have questions concerning this process, please contact customer service at 800-245-2377. For further information, visit hftp://federaireserve.gov/pubs/checkconv/ 000002 Has your AutoPay bank account changed? To update your bank account information, please sign and date this form and return it with this month's payment, using one of your new checks. Money orders do not qualify for enrollment or updating. Your next bill will be automatically deducted from the account listed on your check. For more information or to update your banking information electronically, go to CenterPointEnergy. com/autopa y. I authorize CenterPoint Energy to automatically deduct from the checking account shown on my enclosed check all future payments for my CenterPoint Energy bills. I will notify CenterPoint Energy if I decide to cancel my use of AutoPay. CenterPoint Energy also has the right to discontinue my AutoPay enrollment. Once I enroll, I understand that any past due balances will be drafted from my account three days after my application is processed. Account holder's signature Julie Cheney From: Bullseye Property Management & Realty <mail@managebOding.com> Sent: Tuesday, April 26, 2022 8:20 AM To: AP Subject: Lease statement for Broadway Parking Easement - COMMERCIAL - 2 as of 4/26/2022 Bullseye Property Management & Realty Lease statement as of 2022-04-26 City of Monticello Economic Development Authority 35 Lake St Suite 500 Big Lake, MN 55309 Date Prior balance 1/27/2022 2/1/2022 3/1/2022 3/7/2022 4/1/2022 41712022 4/26/2022 5/1/2022 Memo UMIA row E Payment ($198.02) Common Area Maintenance $198.02 Common Area Maintenance $198.02 Payment ($198.02) Common Area Maintenance $213.86 Payment ($213.86) Payment ($198.02) Common Area Maintenance $213.86 0 ��.4CP361. 4`+3ci—)v Account #: 00405914 Balance $0.00 ($198.02) $0.00 $198.02 $0.00 $213.86 $0.00 ($198.02) $15.84 Balance due: $95.84 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 Buildium@bullseye411.com 1 4126122, 9 14 AM Make payment - Resident Center Thank you, all set! You've paid $15,84 Paid on April 26, 2022 We've emailed you a receipt at apdci.monticello.mn.us Confirmation number: 50839567 hltps:llbullseyeproperties.managebuilding.comlResidertfpertallpayments/confirmation ill Xcel Energy° RESPONSIBLE BY NATURE® 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 EAU CLAIRE WI 54702-0008 PREMISES SUMMARY PREMISES NUMBER PREMISES IDENTIFIER 302923602 103 PINE ST 303140734 113 W BROADWAY ST 303409149 112 W RIVER ST Total INFORMATION ABOUT YOUR BILL Thankyouforyourpayment. jo XcelEnergy NORTHERN STATES POWER COMPANY Page 1 of 8 MAILING ADDRESS ACCOUNT NUMBER Payment Received Auto Pay 03/08 CITY MONTICELLO ECONOMIC DEV AUTH WALNUT ST STE 1MONTICELLO MN 55362-8831 51-0013295413-8 $0.00 STATEMENTNUMBER STATEMENTDATE770711054 ;04/0;4/2022505 03/08/2022 ACCOUNT BALANCE (Balance de su cuenta) Previous Balance As of 02/03 $487.84 Payment Received Auto Pay 03/08 -$487.84 CR Balance Forward $0.00 Current Charges $603.10 Amount Due (Can6dad a pagar) PREMISES DESCRIPTOR $603.10 CURRENT BILL EDA $51.23 Lease? 101-00000-115020 $460.93 Pw split $90.94 RETURN BOTTOM PORTION WITH YOUR PAYMENT • PLEASE DO NOT USE STAPLES, TAPE OR PAPER CLIPS ACCOUNT NUMBER I DUE DATE 51-0013295413-8 04/04/2022 $603.10 Your bill is paid through a n automated bank payment plan. ------ manifest line--------- I"IIIII"I' I' I'II'IIIIIIIIIIII'IIIIIIIII IIIIIII-III'IIIIII'III' CITY MONTICELLO ECONOMIC DEV AUTH 505 WALNUT ST STE 1 MONTICELLO MN 55362-8831 $603.10 Automated Bank Payment 1 2 3 n 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 I"I�III"�'I'�'�I'IIIIIII�II�I'II��III�I��11�111�1�1'I�IIII'I��' XCEL ENERGY P.O. BOX 9477 MPLS MN 55484-9477 32 51040422 00132954138 0000006031000000060310 jo Xcel Energy Page 2 of 8 MAILING ADDRESS ACCOUNT NUMBER CITY MONTICELLO ECONOMIC DEV AUTH 505 WALNUT ST STE 1 MONTICELLO MN 55362-8831 51-0013295413-8 2 STATEMENT NUMBER STATEMENT DATE ;$;603.10 770711054 03/08/2022 0.4 kW SERVICE ADDRESS: 103 PINE ST MONTICELLO, MN 55362-8564 NEXT READ DATE: 04/07/22 ELECTRICITY SERVICE DETAILS PREMISES NUMBER: 302923602 INVOICE NUMBER: 0954116340 METER READING r RATE: Sm Gen Svc (Metered) METER 3632365 - Multiplier x 40 Read Dates: 02/03/22 - 03/07/22(32 Days) DESCRIPTION CURRENT READING MEASURED BILLED PREVIOUS READING USAGE USAGE Total Energy 21443 Actual 21439 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 $0.031500 $5.04 Sales True Up 160 kWh $0.008510 $1.36 Affordability Chrg $1.27 Resource Adjustment $2.40 Interim Rate Adj $3.03 Subtotal $35.51 City Fees $5.50 Total $41.01 OTHER RECURRING CHARGES DETAILS INVOICE NUMBER: 954116317 ADDRESS: 103 PINE ST MONTICELLO, MN 55362-8564 UNIT DESCRIPTION USAGE UNITS CHARGE QTY CHARGE Install Number 157123 02/03/22 to 03/06/22 100 WATT HPS AREA CO OWN SAVE ON HIGH -EFFICIENCY FANS AND FAN SYSTEMS Rebates are now available for fan systems that are Fan Energy Index or FEI rated. Rebates range from $120 to $9,144, depending on horsepower and if the system is integrated with a VFD. The savings can help offset your energy improvement project costs. Contact your account Mariager or one of our energy advisors at EnergyEfficiency(gxceleriergy.corn or call 855-839-8852. M 0 Xcel Energy OTHER RECURRING CHARGES DETAILS Page 3 of 8 MAILING ADDRESS ACCOUNT NUMBER CITY MONTICELLO ECONOMIC DEV AUTH 505 WALNUT ST STE 1 MONTICELLO MN 55362-8831 51-0013295413-8 2 STATEMENT NUMBER STATEMENT DATE ;$;603.10 770711054 03/08/2022 USAGE UNITS CHARGE QTY CHARGE INVOICE NUMBER: 954116317 ADDRESS: 103 PINE ST MONTICELLO, MN 55362-8564 UNIT DESCRIPTION USAGE UNITS CHARGE QTY CHARGE Auto Protective Lgt 49 kWh $7.41 1 $7.41 Fuel Cost Charge $1.20 Resource Adjustment $0.61 Interim Rate Adj $1.00 Total $10.22 Premises Total $51.23 DAILY AVERAGES Last Year Temperature 12° F Electricity kWh 5.0 Electricity Cost $1.09 INFORMATION ABOUT YOUR BILL 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. WE ALL HAVE OUR GHOSTS. THEY'RE CALLED PHANTOM POWER.. Phantom power is the drain that electronics, like a computer, have on energy even while they're powered off. So unplug, or use a power strip. 0 Xcel Energy DAILY AVERAGES Last Year Temperature 11° F Electricity kWh 0.0 Electricity Cost $0.00 Page 4 of 8 MAILING ADDRESS ACCOUNT NUMBER CITY MONTICELLO ECONOMIC DEV AUTH 505 WALNUT ST STE 1 MONTICELLO MN 55362-8831 51-0013295413-8 2 STATEMENT NUMBER STATEMENT DATE ;$;603.10 770711054 03/08/2022 Actual SERVICE ADDRESS: 113 W BROADWAY ST MONTICELLO, MN 55362-9352 NEXT READ DATE: 04/07/22 ELECTRICITY SERVICE DETAILS PREMISES NUMBER: 303140734 INVOICE NUMBER: 0954117591 METER READING INFORMATION METER 7633803 Read Dates: 02/02/22 - 03/06/22(32 Days) DESCRIPTION CURRENT READING PREVIOUS READING USAGE Total Energy 21392 Actual 18450 Actual 2942 kWh Demand Actual 10.54 kW Billable Demand 2942 kWh 11 kW ELECTRICITY CHARGES RATE: General Service DESCRIPTION USAGE UNITS RATE CHARGE Basic Service Chg $25.64 Energy Charge 2942 kWh $0.034070 $100.23 Fuel Cost Charge 2942 kWh $0.030452 $89.59 Sales True Up 2942 kWh $0.008780 $25.83 Demand Charge Winter 11 kW $10.490000 $115.39 Affordability Chrg $3.60 Resource Adjustment $37.03 Interim Rate Adj $32.62 Subtotal $429.93 City Fees $31.00 Total $460.93 Premises Total $460.93 INFORMATION ABOUT YOUR BILL 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. M -71"� I WE ALL HAVE OUR GHOSTS. THEY'RE CALLED PHANTOM POWER.. Phantom power is the drain that electronics, like a computer, have on energy even while they're powered off. So unplug, or use a power strip. 0 Xcel Energy DAILY AVERAGES Last Year Temperature 12° F Electricity kWh 4.9 Electricity Cost $2.57 Page 5 of 8 MAILING ADDRESS ACCOUNT NUMBER CITY MONTICELLO ECONOMIC DEV AUTH 505 WALNUT ST STE 1 MONTICELLO MN 55362-8831 51-0013295413-8 2 STATEMENT NUMBER STATEMENT DATE ;$;603.10 770711054 03/08/2022 Actual SERVICE ADDRESS: 112 W RIVER ST MONTICELLO, MN 55362-8766 NEXT READ DATE: 04/07/22 ELECTRICITY SERVICE DETAILS PREMISES NUMBER: 303409149 INVOICE NUMBER: 0954117604 METER READING INFORMATION METER 15062258 Read Dates: 02/03/22 - 03/07/22(32 Days) DESCRIPTION CURRENT READING PREVIOUS READING USAGE Total Energy 69774 Actual 69626 Actual 148 kWh Demand Actual 1.99 kW Billable Demand 148 kWh 1 kW $5.04 Fuel Cost Charge 148 kWh ELECTRICITY CHARGES RATE: General Service DESCRIPTION USAGE UNITS RATE CHARGE Basic Service Chg $25.64 Energy Charge 148 kWh $0.034070 $5.04 Fuel Cost Charge 148 kWh $0.030538 $4.52 Sales True Up 148 kWh $0.008780 $1.30 Demand Charge Winter 1 kW $10.490000 $10.49 Affordability Chrg $3.60 Resource Adjustment $3.78 Interim Rate Adj $5.57 Subtotal $59.94 City Fees $31.00 Total $90.94 Premises Total $90.94 INFORMATION ABOUT YOUR BILL 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. WE ALL HAVE OUR GHOSTS. THEY'RE GALLED PHANTOM POWER. Phantom power is the drain that electronics, like a computer, have on energy even while they're powered off. So unplug, or use a power strip. �r 7 Xcel Energy COOLVOUR REFRIGERATION COSTS Upgrading to energy- efficient refrigeration accordant 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. To get staved, go to xcelenergy.coMNefrlgerstlun to complete the digital application for a tree, onsite refrigeration asvorment. The assessment will help identify energy saving opportunities at your faaluy. For more Information call an energy specialist at 1165 -Mi or email Us at Er MrgyEHicienry'd'ecel9�elgy tam. EDA Agenda: 05/11/22 5. Consideration of DRAFT Integrated Marketing and Communications Plan (IMCP) — Nicole Gaustad, AE2S (JT) A. REFERENCE AND BACKGROUND: The EDA is asked to provide comments to AE2S staff regarding the Draft Integrated Marketing and Communications Plan (IMCP). As a reminder, the Community Energy Transition (CET) Grant funding awarded to the City in March 2021 earmarked $25,000 specifically for marketing activities -tasks. The EDA interviewed AE2S in a January 12, 2022, workshop discussing the format of moving forward with an IMCP. The formal contract with AE2S to conduct research, complete a marketing plan and deliverables including various materials was approved by the EDA during the regular meeting of the same date. In its process of completing a Draft IMCP, AE2S has conducted small group and individual interviews, provided opportunities for online comments and responses to surveys, reviewed various City plans and reports, current and historic marketing materials, and researched local community demographic segments. AE2S staff also recently reviewed the initial Draft report findings and recommendations with the project steering committee. Tracy Hinz is the EDA's representative on the steering committee. Other steering committee members include Marcy Anderson, Chamber of Commerce and IEDC representative Eric Olson, Monticello ISD #882 Superintendent plus City staff. That wide-ranging effort has resulted in the DRAFT IMCP which is attached to this staff report. The schedule to finalize the IMCP is noted below. ✓ Week of May 2"d — IMCP Finalization/Draft Templates ✓ May 6th — Final IMCP in EDA Board Packet ✓ May 11th — Presentation to EDA Board ✓ Week of May 16 - Incorporate any edits from EDA Board meeting/finalize IMCP/Draft templates ✓ Week of May 23 — Deliver final plan and templates Al. Staff Impact: The City Administrator, Community Development Director, City Communications Coordinator, Community & Economic Development Coordinator and the Economic Development Manager have been involved in reviewing the Draft IMCP and providing comments to AE2S staff as needed. A2. Budget Impact: The total cost of the presentation and review of the Draft IMCP is negligible. This review step was included in the contractual work tasks in the agreement entered into between the EDA and AE2S. B. ALTERNATIVE ACTIONS: 1. No motion, this is an opportunity for the EDA to provide feedback to AE2S about the IMCP and the various template materials so that desired changes can be incorporated into the final IMCP and the product deliverables. 2. Motion of other as determined by the EDA. C. STAFF RECOMMENDATION: There is no staff recommendation. The preview of the Draft IMCP provides the EDA with an opportunity to offer comments which can be incorporated into the final IMCP. The goal is that the IMCP can serve as a framework for the EDA and the City's marketing strategies and options over the next several years. As part of the IMCP, a set of template marketing materials aligned to the various target markets -development focuses will also be completed. The suggested templates are listed on pages 90 and 91 in the IMCP document. D. SUPPORTING DATA: A. DRAFT Integrated Marketing and Communications Plan (IMCP) Economic Development (il% Integrated Marketing and Communications Plan • ADS • COMMUNICATIONS Table of Contents Executive Summary I A 05 Strategies & Tactics I Stakeholders, Target Audience, summary of key points in the and .�. Integrated Marketing and Strategic Marketing and Communications Plan. Communication Planning for each of the five strategic goals. Background I About the City of 02 Monticello Economic Development Authority and its current Strategic 06 Marketing Templates I Draft Efforts. documents that support the goals and tactics and communicate the key messages outlined in the IMCP. Goals & Objectives I The 03 marketing and communications goals for this integrated plan. Measuring Success I Key 07 performance indicators and SMART goal development and tracking Discovery & Results I The 04 quantitative and qualitive data 08 Appendix I Complete reports from used to support communications the Discovery & Results research. strategies. 1o1 Execut'i've Summary. The Integrated Marketing and Communications Plan (IMCP) and 1 Manufacturer Retention, templates have been developed to provide an opportunity to reach Recruitment and Attraction and amplify the EDA's goals locally, regionally, and beyond. Each tactic, template, and message is all based on what is authentic to Monticello and why it's a great place to live and do business.1 Redevelopment & Revitalization • e • 1 Relationship Building Section 1 1 2 ,..0 0 X ..... Nature Family- Hometown Expanding Great & Views Friendly Feel Business Location Key Messages/Themes Connection between Nature and Business Monticello is located directly in- between two major metro areas (business), and near northern cabin communities (nature). Locally it's business opportunities with nature views right in your backyard. Trails, parks, and views are a major strength of the community. Section 1 Relationships that Feel like Home Local relationships are the strength of the community. Relationships at all levels will feed workforce development challenges. From creating relationships between high school and post -secondary schools and businesses, to developing relationships and synergies between businesses and manufacturing industries. Life is Good. Business is Great. "Life is good" speaks to the great family and home atmosphere, along with the variety of amenities in the city that provide a good life for families and children. "Business is great" refers to the authentic community character, low taxes, business -friendly climate, and opportunities for expansion. Digital Advertising & Social Media Digital advertising can reach targeted audiences on a consistent basis. Digital ads will be used to reach both people and businesses and communicate the benefits of doing business and living in Monticello as well as directly market opportunities. Digital advertising also allow us to use analytics to track the results and pivot as needed. Earned Media -'IF Earned media, such as articles are cost effective and can be reprinted and reposted for maximum reach. There is also opportunity to leverage earned media with Partners in order to bolster key messaging. Unique Marketing Unique advertising and packets will be developed to assist local businesses and accomplish the goals. Items such as executive packets, incentives packaging, and handouts and flyers that communicate benefits will help support each economic goal. Partnerships will be key to the success of these materials. Background. • 0 Background Drivers for Planning The EDA is charged with coordinating and administering the City of Monticello's economic development and redevelopment plans and programs. The EDA is also responsible for housing and housing redevelopment. The 2022-2024 Work Plan sets the course based on the EDA mission and vision as well as the Monticello 2040 Community Vision + Comprehensive Plan. Section 2 1 2 The Monticello 2040 Community Vision + Comprehensive Plan was developed in February 2020 with public input. It provides overall community strategies to achieve a vision of the future. Specifically, Chapter 5 focuses on Economic Development. Additionally, the Monticello Economic Development Authority sets goals and objectives to attract higher wage jobs and expand the City's tax base. The EDA's 2022-2024 Work Plan was adopted in February 2022 in support of achieving the goals of the Monticello 2040 Comprehensive Plan. The EDA will be proactive by developing and undertaking actions for achievement of the Comprehensive Plan's Economic Development goals and will be reactive in responding to economic development opportunities as they arise in the most timely and effective manner possible. The EDA shall utilize the Economic Development Implementation Chart contained in the Comprehensive Plan as a guiding document. • Grant > Marketing Why an IMCP? The Community Energy Transition (CET) grant program was established to assist communities addressing the economic dislocation associated with the closing of a local energy generating plant. The CET grant funding awarded to the City in March 2021 included allocation of $25,000 specifically earmarked for marketing activities to be used by May 2022. To best use the grant allocation, this Integrated Marketing and Communications Plan (IMCP) and templates have been developed to provide an opportunity to reach and amplify the EDA's goals locally, regionally, and beyond. Section 2 13 What is an IMCP An Integrated Marketing Communication Plan is a comprehensive plan that combines marketing focuses such as discovery and research, engagement of key stakeholders, and target audience development with communications focuses such as message development and outreach. The IMCP will provide clear tactics to reach audiences that influence success. • ^••�rview of Past/Current Marketing Materials The City has many exciting development and redevelopment projects in progress. Materials have been created for Block S2, The Pointes at Cedar, Otter Creek, and other locations that provide an overview of the community. In addition to these current materials, the IMCP will provide templates for future communications needs considering a variety of mediums in Section 6. It will also provide strategies and tactics for material uses based on target audiences. Lastly, the plan will set goals to measure success. Not only will these goals allow the team to celebrate successes, but also evaluate tactics and materials throughout the process so that changes can be made when and if needed. Section 2 1 4 Monticello On Brand Not only must materials have strategic purpose and good content, they must also be on brand. It is important to stay true to your brand so that whenever materials are seen, recipients instantly recognize the community and what you stand for. Past/curr W Pursuits and New Priorities Monticello has many exciting development and redevelopment projects in progress. The City and EDA have done excellent work in planning and supporting these efforts. This plan will build on the following past and current pursuits: Industrial Growth & Expansion • Business retention projects involving new jobs & tax base • Creation of new jobs & tax base • Sale of EDA -owned land in Otter Creek Business Park • Potential financial assistance • Partnership to leverage other economic development programs • Absorption of existing industrial inventory Downtown Revitalization • Land assembly • TIF & financial assistance • Fagade grants • Public investment in amenities • Thriving arts & activities Section 2 1 5 Future in Focus • Framing a sustainable future through completion of a Strategic Transition Plan and Financial Management Plan • Identifying and evaluating the feasibility of growth opportunity within the community and beyond • Preparing residential, commercial, industrial and recreational sites • Building our brand and telling our story • Identifying and building quality of life benefits into the community Housing Availability • Sale of EDA -owned land • Establishing new TIF Districts • Providing a variety of housing choices at all ranges of style and affordability Supporting Development The City and EDA are committed to supporting new pursuits in Monticello through a strong culture and successful leadership. Through structured support and creative funding opportunities Monticello host a great environment for developers to thrive. Samples of Past/Current Marketing Materials 0 :11"I ! Get in on the most auractirc Jenlopment rite in Monuurlo! Mixed Uset ` ` }` Potential \� D DY A r\ STREET DISTRICT Section 2 1 6 Highly Dmrablc! � Moitti<rllo OPPORTUNITIES Maiti�Bo _Destination for Innovation 1dd.rwadminV5 12,759 32y�rs 3 .-cT tmm 1Q370 A 29 — Lj— n..n•.c..woww•... Y.� ■.�.— r.err —y._ uao as•.�e.aaa.�o.r Destination for Innovation sNvfst•�/ . �_....� Cur �.w,M mun u�tr..tite ��"��'"!�� drrcluppment ❑u �<vW. �..•wm-vro Goals and Objectives. 60 Economic Development Goals. • All strategy and tactics contained in this IMCP will be based on the following five goals as directed by the EDA. Employee Recruitment and Retention lJ Executive Leadership Positions Recruitment Redevelopment & Revitalization Section 3 1 2 Manufacturer Retention, Recruitment and Attraction Relationship Building GOAL 1 Employee Recruitment and Retention Understand the needs and support local businesses' ability to recruit new workforce candidates as well as promote quality of life benefits and other local opportunities to retain current workforce. 5 PERFORMANCE METRICS • Increase in candidate applications (more people in the funnel) in key businesses. • Decrease in open executive positions due to hires. • Increased home builds to suit executive leadership. • Quality of life and workforce development materials usage maximized. Section 3 1 4 SAL 1 Positions F a PERFORMANCE METRICS • Reduced business and industrial park vacancy. • Increased site and building absorption. • Attraction of value added/complementary businesses to current businesses. • Increased participation and relationship building in the IEDC, Chamber, and EDA. Section 3 1 5 DAL 3 firer Re t and ,4 ... 0 [1 ;Ii •i• PERFORMANCE METRICS • Increased interest from Developers, Businesses, and Home Builders. • Increased permitting for redevelopment areas. • Increased property values. • Increased reuse and reinvestment in existing properties. • Economic multipler. • Authentic community. Section 3 1 6 • 11\ ErAl • • :7.-i?,'- '��:.. .,Y!.' •.�•.r _ tea: _ .,.r.- �.:z:: :;3`^.$-'�::i3'.^".`: - - — •�. 'qs ZT•� `sem. �:w' ;-.•...r �.�m.�Yia:�.°r.�y.v _ti :.?��`:�T�4.•�:.a n� ...ddr.• �� _ ,'.w.. .. .. .. .. .._a. •- - „:.:s5.�..,..':kKz^r.:��•.��.t:.: is ,'�,.,� .;.z3�, .• .'; .A.' n�� ... - . ... {T' T•� ��"_3� ,.'�.'.iAE • PERFORMANCE METRICS • Higher engagement and ratings in future business and/or community surveys. • Increased usage of City and County programs associated with workforce, business funding/financing, etc. • Increased communication with resource partners (banks realtors, etc.) on programs & funding opportunities Section 3 1 7 671 7: ■■rrr�rri� �� rrriii■■■� �l�iY�YilYt y } "elrhow, !'m @7 iii i■■■a D'i'scovery & Results.. O• It all about the data ! Data is gathered from several sources including primary research from a community board, student and business surveys, interviews, and small group meetings. Additionally, data is gathered from secondary research sources such as City studies and reports, MySidewalk and ESRI Business Analyst/Tapestry to paint an overall picture of Monticello, its workforce, and target audiences. Section 4 1 2 11 0 • Pr'i'mary Research Section 4 1 3 • 0 Public Engagement Survey Engagement Board Focus Groups Two surveys were Public engagement board Four focus groups of deployed. Full results was placed at the Community business owners, local are located in the Center for three weeks and leaders, and students were Appendix. open to the public. conducted. 172 Section 4 1 4 �230> p i 7TTkL Engagement Board Focus Groups Two surveys were Public engagement board Four focus groups of deployed. Full results was placed at the Community business owners, local are located in the Center for three weeks and leaders, and students were Appendix. open to the public. conducted. 172 Section 4 1 4 �230> Engagement Boards People Love Monticello Because: Section 4 1 5 "I love the history, love of arts, and our parks. I love how unique our community is!" "I love that everywhere around town feels like HOME." Student Survey Opportunities • Seeking healthy hangout spots and activities for teens. • Additional shops and restaurants • Health and science related Section 4 1 6 careers. 71% Interested in learning more about economic develop Challenges • 73% don't feel they have adequate opportunities to learn about Monticello businesses and employers. • Only 30% believe Monticello supports innovative and entrepreneurial youth projects. • Many believe it's a great place to come back and raise a family but not well-suited for young professionals. 15% and how to make a Plan to Stay in Monticello. difference in Monticello! *Full survey report in Appendix Student Survey Key Take Aways: • Many students don't know the opportunities right here in Monticello. • Opportunity to improve access to mentorships. • Students are interested in learning more. "I would describe Monticello as a young, family community with super nice people." Section 4 1 7 Busines,., • Opportunities Survey. Challenges • At least 21 businesspeople are Lower population density than planning to expand in Monticello in the other cities in the area. next 3-5 years. • Access to technology. • At least 18 businesspeople are planning to introduce new Workforce development —almost products/services in the next 2 years. 60% of respondents noted that they had open positions right now • Taking advantage of the growth and and salary/wages was one of the location of the community. biggest challenges • Capitalizing on downtown area and Having the right mix of housing. small business. *Full survey report in Appendix B u si n e.%,,, Survey. Key Take Aways • Respondents saw the potential for growth, but a majority were unsure how the City of Monticello's EDA could specifically help. • There is a passion for downtown Monticello, its upkeep, and desire for small and local businesses to be located in this region. • Workforce development continues to be a top concern. • Skilled workers and entry level positions were noted as some as the most difficult to recruit. Section 4 1 9 • Student Focus Group 1 Opportunities Challenges • Developing a space for youth/young Limited access to affordable homes. professionals. • Perception that there is a lack of local • More stores and restaurants. career opportunities. (Specifically, Chick-fil-A) • Desire to experience something Connection between employers and different/new after school. schools. 0 Lack of activities that are free/affordable & open late. • More community events. • Redevelopment of downtown. • Those who plan to move away would consider moving back to raise a family. Section 4 1 10 *Complete responses in Appendix Busine�,,.,, Focus Group Opportunities Challenges • Cost of living is less than the metro. Limited high-end housing options. • Great place to raise a family and school Hard to match the salaries of system. companies in the cities and St. Cloud. • Connect bike trails to the surrounding • Zoning and policy limitations for reactional amenities and other systems in manufacturing. Buffalo and Lake Maria State Park. • Limited restaurants, specifically • Freeway access is a big advantage for higher end restaurants. manufacturers. • Growth may be limited by space • Potential for a cluster of supporting available. businesses. • Connecting business/chamber with workforce and students. Section 4 1 11 *Complete responses in Appendix Focus Group Interviews Key Take Aways • Current residents see Monticello as a great community to raise families. • Students and the business community are interested in developing stronger relationships between schools and employers. • A mix of high-end and affordable housing seems to be a critical factor in workforce recruitment and retention. • Passion and excitement for redevelopment downtown. Section 4 1 12 Individual Interviews Opportunities • Connect to other transportation systems including Big Lake light rail or Maple Grove bus system. • Consolidate manufacturing support services. Example: Heat treating of metal parts. • Market Bertram Chain of Lakes Regional Park and other outdoor amenities. • Create college partnerships. • Communicate the improvements made to the 1-94 corridor. • Development of the Fenning Ave exit. • Carbon -free energy source. Section 4 1 13 Challenges • Recruiting workforce. • Redevelopment/facelift of Broadway Street. • Need for more restaurants. • No nicer hotel stay options. • Attracting younger professionals. Individual Interviews Key Take Aways • Many manufacturing facilities have recently expanded or are planning to expand. • Reliable, high-speed, and affordable internet services is big strength for companies. • Small town feel with big growth opportunities. • Great location but could benefit from adding more connections. • EDA has been very great to work with. Section 4 1 14 0 • 0 Primary Research. Key Take Aways • Lots of opportunity for workforce development and recruitment. • Monticello is a great place for small manufacturers to thrive and many are expanding. • Small town feel with access to many amenities makes it a great place for families. • Nature and outdoor activities make Monticello a great place to live and visit. • Location provides both benefits (access and connection between small town and city) and challenges (workforce attraction and main streets congestion). 0 • Secondary Research Section 4 1 16 • 0 .• MySidewalk Report • M Sidewalk is a global software tool that using most up to data census data to analyze demographic data. This data provides a snapshot into unique aspects of Monticello's businesses, workforce, and livability. This data will be used in many ways to develop themes, tactics, and target audiences. Employment Industry by Home Location ■ Monticello, MN ■ Maple Grove. MN ■ Eik River, MN Sources- LIS Census Bureau ACS 5 -year 2016 2020 Section 4 1 17 Wage of Workers 4.896 t8- 4,000 5.000 G,ODO 7,000 8,000 9.000 174 Agricu It, re. Fishirg. and Mining = 240 �B7 Soo Construction 1,354 1,332 1,540 Manufacturing 2,329 wholesale Trade 330 1,792 453 8211 Retail Trade ' 1,467 Transportation 235 1,243 564 22 Information 699 4fi 206 Finance S Insurance 776 475 Scientific 8 Professional 1,593 Education 8 Heath Care 2,812 Arts. Food, and Entertainment 637 1,961 915 114 Pn611c Ad--tratlon am 5fi2 Other Servicesljjjjj� 47x 1,585 5116 0 1,000 2.000 3.000E People ■ Monticello, MN ■ Maple Grove. MN ■ Eik River, MN Sources- LIS Census Bureau ACS 5 -year 2016 2020 Section 4 1 17 Wage of Workers 4.896 t8- 4,000 5.000 G,ODO 7,000 8,000 9.000 80 70 60 50 40 30 20 10 0 Section 4 1 18 MySidewalk Report. Percent Increase in Number of Jobs 68.7% 19.5% Category 1 ■ Monticello ■ Maple Grove ■ Elk River Employment to Population Ratio (18-64) 85.8% Category 1 ■ Monticello ■ Maple Grove ■ Series 3 Section 4 1 19 MySidewalk Report Location Affordability for a Median Income Households and Families Percent of Income Spent on Housing and Transportation - Median Income Families MonticeI lo, t--1 N Maple Grove, MN Elk River, MN Percent of Income Spent on Housing - Median income Families Monticello, Mil Maple Grove, MN Elk River, MN Percent of Income Spent on Transportalrion - Median Income Families NonticeElo, MN Maple Grove, MN Elk River, MN Sources: US HUD 3 DOT LAI i!2_0 2012 Diff. 50.9% 53.5% 5L8% 1.8% 25.9% 32.6% 12.8% 29.5% 2.1% 225 20.9% 44-9% 22.3% t 1.39u Section 4 1 20 MySidewalk Report How walkable is your community? I alkability is a measure used to indicate the ease of pedestrian travel in an area. Scores start out at I and go up to 20, with scores closer to I indicating lower alkability and scores closer to 20 indicating higher walkabiiity. Once you know which areas of your community are walkable and which are struggling, you can make more informed decisions about what kind of pedestrian improvements are needed and where. The EPA I alkability Index is a nationwide geographic data resource that ranks block groups according to their relative walkabillty. For more information review the r) EFA documentation here". '% C i f F shows the percentage increase or decrease as compared to the original geagraphy_ Sources- EPA 2012 ,"\'sT61 COMMUNITY PROFILE 90,836 1.5% 2.89 23.4 34.7 $94,633 $267,540 $271,143 28.5% 61.8% 8.7% Population Population Average Diversity Median Median Median Median Net Under 18 Ages 18-65 Aged 66+ Total Growth HH Size Index Age HH Income Home Value Worth Mortgage as Percent of Salary 20 10 0 mum <10 10-14 15-19 20-24 25-29 30-34 35-39 40-49 50+ Home Value 20 10 NW <$50,000 $150,000 $250,000 $400,000 $750,000 $1,000,000+ Household Income 30 20 10 0 <$15,000 $35,000 $75,000 $150,000 $200,000+ Qtesti ixF lbFNiF Oi xxl Rf Age Profile: 5 Year Increments 8 6 4 2 0 2 4 6 8 Dots show comparison to 0 r. 12.3% Services 1: Home Ownership 1 26.0% 61.7% Blue Collar White Collar 0 Owner * Renter 49 Vacant Educational Attainment Housing: Year Built c1939 194049 1950-59 1960-69 1970,791980-09 * 1990-99 : 2000-09 * 2010-13 02014+ Commute Time: Minutes < 9th Grade No Diploma a5 '' 5-9 s 10-14 HS DiplomaGED 0 15-19 * 20-24 025-29 Some College : Assoc Degree 0 30-34 03539 040-44 Bach Degree 0 Grad Degree 045-591 * 64-89 * 90+ Sovrce: U 5. Census Bureau, Census 2016 Summary File 1. EFri forec,—f r 2021 and 2026. Version 1.2 Data from a geographic �Sri Business 1 Data area within a 15 -minute drive of Monticello INCOME Employment Overview EDUCATION 0 Monticello, Minnesota 26% 0—No High School Only High School Diploma $36,427 Diploma Per Capita Income $94,633 $271,143 Median Household Median Net Worth 35% 30% Income Some College Bachelor's/Grad/Prof Degree BUSINESS KEY FACTS 90,836 , • / Population Median Age 2,459 29,370 3 ',100 $741775 Total Businesses Total Employees Households Median Disposable Income COMMUTERS EMPLOYMENT 10. Cod 65% 26% White Collar Blue Collar 19% 86.0% Oesn Fes, 3.2% Spend 7+ hours Drive Alone to Work THE SCIENCE OF WHERE" 9% commuting to and from O Unemployment Rate work per week Thum! a cc ia�nsd.t. . d.d A—. .Ca .,, Su agr phi p try ry r019 2021.E.n,E..•mdGRc Services MRL Es.i .nd D—Ad. The vimago of rhe daw is 20142019.2021. 2026. 0 7022 Esn 4D• Esri Tapestry Data • Esri Tapestry Market Segmentation utilizes geodemographic data to understand the demographics and characteristics of residents in a specific area. Our team is using this data to learn more about the residents of Monticello (15 -mile drive) and how to target potential workforce. Section 4 1 23 TARGET MARKET SUMMARY Monticello, Minnesota Drive time of 15 minutes KEY FACTS 94,836 Population 2.9 Average Household Size 34.7 Median Age $94,633 Median Household Income Oesri This ind Bureau contains data provided and GfK Esri and Bureau of Labor Statistic, Esri and GfK MRI. The vintage ofthe data is 2021, 2026. THE SCIENCE OF WHERE 0 2022 Esri AGE PYRAMID 8% 6 4 2 0 2 4 6 8% The largest group: The smallest group: 2021 Males Age 5-9 2021 Males Age 851 ANNUAL LIFESTYLE SPENDING Data from a geographic area within a 15 -minute drive of Monticello $2,963 Travel Q $114 Movies/Museums/ Parks W $7 Online Games Data from a geographic area within a 15 -minute drive of Monticello Tapestry Segments Up and Coming Families 11,008 households i Workday Drive %!Y 7,593 households .4:11, Middleburg 4,658 households 35.4% v of Households 24.4% v of Households 15.0% v of Households $89 Theatre/Operas/Concerts • $77 Sports Events $131 Audio Tapestry Segments Up and Coming Families 11,008 households i Workday Drive %!Y 7,593 households .4:11, Middleburg 4,658 households 35.4% v of Households 24.4% v of Households 15.0% v of Households Section 4 1 25 EsrI Tapestry Personas ■ Workday Drive ■ Middleburg Metro Fusion ■ Old and Newcomers ■ Up and Coming Families Other Esri Tapestry Personas., WHO ARE WE? Up and Coming Families is a market in transition—residents are younger and more mobile than the previous genera- tion. They are ambitious, working hard to get ahead, and willing to take some risks to achieve their goals. The recession has impacted their financial well-being, but they are optimistic. Their homes are new; their families are young. And this is one of the fastest-growing markets in the country. Section 4 1 26 OUR NEIGHBORHOOD • New suburban periphery: new families in new housing subdivisions. • Building began in the housing boom of the 2000s and continues in this fast-growing market. • Single-family homes with a median value of $194,400 and a lower vacancy rate. • The price of affordable housing: longer commute times (Index 217). SOCIOECONOMIC TRAITS • Education: 67% have some college education or degree(s). • Hard-working labor force with a participation rate of 71% (Index 114). • Most households (61%) have 2 or more workers. • Careful shoppers, aware of prices, willing to shop around for the best deals and open to influence by others' opinions. • Seek the latest and best in technology. • Young families still feathering the nest and establishing their style. AGE BY SEX iEsr data, Median Age: "?1.4 US: 38.2 Indicates US 85+ ■ 80-84 75-79 70-74 � 65-69 60-64 55-59 50-54 rll� 45-49 40-44 35-39 30-34 25-29 20-24 15-19 10-14 5-9 <5 8% 4% 0 Male RACE AND ETHNICITY (Esrldata) The Diversity Index summarizes racial and ethnic diversity. The index shows the likelihood that two persons, chosen at random from the same area, belong to different race or ethnic groups. The index ranges from 0 (no diversity) to 100 (complete diversity). Diversity Index: 73.9 US: 64.0 Hispanic' —27.3% Multiple 04.5% ■ 3.4% Other X8.9% M6.8% Asian and lllllllllllllM 6.9% Pac. Islander =5.8% American 10.7% Indian 11.0% BEack —15.3% —12.8°% White 63.7% 70.2% a% 81A 0 20% 40% 60% 80% Female = US Average. "Hispanic Can Be cf Any Race. AVERAGE HOUSEHOLD BUDGET INDEX The index compares the average amount spent in this market's household budgets for housing, food, apparel, etc., to the average amount spent by all US households. An index of 100 is average. An index of 120 shows that average spending by consumers in this market is 20 percent above the national average. Consumer expenditures are estimated by Esri. 104 e ®Food "105 ppa(Oki 8c.S=icex 110 L..0"NoOftaffiffiff -1 106 Health Care 100 Entertainment & 105 Recreation Education 5 93 4 pensions &` Social Security 9�111111101 105 C 50 100 150 200 250 300 350 Section 4 1 27 INCOME AND NET WORTH Net worth measures total household assets (homes, vehicles, investments, etc.) less any debts, secured (e.g., mortgages) or unsecured (credit cards). Household income and net worth are estimated by Esrl. Median Household Income $72,000 0$56,100 0 $100K 3200K ?300K $400K $500K $600K+ Median Net Worth Y2,700 -$93,300 0 $100K MOK $300K $400K $500K $600K+ = HS Median. OCCUPATION BY EARNINGS The five occupations with the highest number of workers in the market are displayed by median earnings. Data from the Census Bureau's American Community Survey. $140,000 $120,000 at � 3700,000 $80,000 C = rG Heakhcare Practitioners And Management 'U $60,000 recnniral - -------------- N OCR—And Adminimative Support $44,000 - ------- --------- --- --- Ed—t.,. Training. Sales And 0-- And Ubrary Related $20,000 ---- ------------- - ------------------------ ---------- 0 200,000 400,000 600,000 Workers (Age 16+) 0 Un anc� MARKETPROFILE (Consumer preferences are estimated from data by MRI -Simmons) • Rely on the Internet for entertainment, information, shopping, and banking. • Prefer imported SUVs or compact cars, late models. • Carry debt from credit card balances to student loans and mortgages, but also maintain retirement plans and make charitable contributions. • Busy with work and family; use home and landscaping services to save time. • Find leisure in family activities, movies at home, trips to theme parks or the zoo, and sports; from golfing, weight lifting, to taking a jog or run. POPULATION CHARACTERISTICS Total population, average annual population change since Census 2010, and average density (population per square mile) are displayed for the market relative to the size and change among all Tapestry markets. Data estimated by Esri. 90C)'Um Population 11,oflo,oao 9,115,600 -0.5% Population Growth (Annual'/.) 3.0% Alk 2.8% 0 Population Density (Persons per sq. mile) 25,000 loco 966 Section 4 1 28 1101�119PL� Median home value is displayed for markets that are primarily owner occupied; average rent is shown for renter -occupied markets. Tenure and home value are estimated by Esri. Housing type and average rent are from the Census Bureau's American Community Survey. Home Own Ownership Rent 73.9% US Percentage: 26.1 oda 62.7% Own Typical Housing: 37.3.6 Rent Single Family 'IF Median Value: $194,400 to US Median: $207,300 SSRI INDEXES Esri developed three indexes to display average household wealth, socioeconomic status, and housing affordability for the market relative to US standards. 0 SS 350 Wealth Index 0 116 Socioeconomic Status Index 0 Housing Affordability Index 350 'ISO 350 0 Uri and C'nm- inc SEGMENT This map illustrates the density and distribution of the Up and Coming Families Tapestry Segment by households. For more information • THE Copynght�2021 �-8UUEsri. All nghts--d.E.,the E— globe logo. The Science of Where,Tapestry,®esrl.mm, and esri.mmare trademarks, 0n0n-447-p SCIENCE ar ser' mks, or reg`V markrss of Esri in the United States , rhe European Communrry, or certain ocher �unsdrenons.Other companies and 9770 prod.exs or ursems mernioned he.e�n mey hefrademarks, sersrre maks, or regismred marks of xheir respecrive mark owne.s. esn- �F G1804565 info@esri.com WHERE' ESRIICGMdm e s ri. co m Section 4 1 29 Esri Tapestry Personas. WHO ARE WE? Middleburg neighborhoods transformed from the easy pace of country living to Semirural subdivisions in the last decade, as the housing boom spread beyond large metropolitan cities. Residents are traditional, family-oriented consumers. Still more country than rock and roll, they are thrifty but willing to carry some debt and are already investing in their futures. They rely on their smartphones and mobile devices to stay in touch and pride themselves on their expertise. They prefer to buy American and travel in the US. This market is younger but growing in size and assets. Section 4 1 30 OUR NEIGHBORHOOD • Semirural locales within metropolitan areas. • Neighborhoods changed rapidly in the previous decade with the addition of new single-family homes. • Include a number of mobile homes (Index 150). • Affordable housing, median value of $175,000 (Index 84) with a low vacancy rate • Young couples, many with children; average household size is 2.75. SOCIOECONOMIC TRAITS • Education: 65% with a high school diploma or some college. • Labor force participation typical of a younger population at 66.7% (Index 107). • Traditional values are the norm here— faith, country, and family. • Prefer to buy American and for a good price. • Comfortable with the latest in technology, for convenience (online banking or saving money on landlines) and entertainment. 0 middlp-,h AGE BY SEX (Esndata) Median Age: :6.1 US: 38.2 indicates US 85+ 80-84 75-79 Jdr74 65-69 60-64 55-59 50-54 45-.49 40-44 35-39 30-34 25-29 20-24 15-19 10-14 5-9 <5 8% 4% 0 4% Male Female RACE AND ETHNICITY (Esridata) The Diversity Index summarizes racial and ethnic diversity. The index shows the likelihood that two persons, chosen at random from the same area, belong to different race or ethnic groups. The index ranges from 0 (no diversity) to 100 (complete diversity). Diversity Index: US: 64.0 .— . 111.2% Hispanic' —18.1% Multiple 3.1% ■ 3.4% Other 4.1% = 6.8% Asian and 2.4% Pac. Islander =5.8% American 1.0% Indian 11.0% Biack 10.0% 12.8-A White White 79.5% � 70.246 8% 0 20% 40% 60% 80% = US Average. 'Hispanic Can Be cf Any Race. AVERAGE HOUSEHOLD BUDGET INDEX The index compares the average amount spent in this market's household budgets for housing, food, apparel, etc., to the average amount spent by all US households. An index of 100 is average. An index of 120 shows that average spending by consumers in this market is 20 percent above the national average. Consumer expenditures are estimated by Esri. Housing 901 Food 931 Apparel & Services 93� Transportation 951 Health Care 941 Entertainment & Recreation Education 83 Pensions & Social Security 941 Other gal 0 50 100 150 200 250 300 350 Section 4 1 31 INCOME AND NET WORTH Net worth measures total household assets (homes, vehicles, investments, etc.) less any debts, secured (e.g., mortgages) or unsecured (credit cards). Household income and net worth are estimated by Esri. Median Household Income $59,800 .$56,100 0 $1001< S200K $300K $400K S500K S600K+ Median Net Worth $115,300 -$93,300 0 S100K $200K $300K $400K $500K $600K+ = US Median. OCCUPATION BY EARNINGS The five occupations with the highest number of workers in the market are displayed by median earnings. Data from the Census Bureau's American Community Survey. $140.000 - ------------------------- -------------------------------------------------------------- $120,000 a A $100,000 m W$80,000 ------------------------------------------ ------t --------------------------------------- ayam n $60,coa Pradudion pHi�e Md Adrn nimative Suppom $40,000 Transportason And Material Moving $20,600 sales And Related 0 200,000 400,000 600,000 800,000 Workers (Age 16+) �' M *1 d d I P -'h t i r'c MARKET PROFILE (Consumerpreferences are estimated from data by MRI-Simmnns) • Residents are partial to domestic vehicles; they like to drive trucks, SUVs, or motorcycles. • Entertainment is primarily family-oriented, TV and movie rentals or theme parks and family restaurants. • Spending priorities also focus on family (children's toys and apparel) or home DiY projects. • Sports include hunting, fishing, bowling, and baseball. • N and magazines provide entertainment and information. • Media preferences include country and Christian channels. POPULATION CHARACTERISTICS Total population, average annual population change since Census 2010, and average density (population per square mile) are displayed #or the market relative to the size and change among all Tapestry markets. Data estimated by Esri. 900,000 Population ma= -0.5% Population Growth (Annual %) 3.0% 1.4% 0 Population Density (Persons per sq. mile) 25,000 - 1004 177 Section 4 1 32 1 1,000, 000 A 9,7-4,4C0 HOUSING Median home value is displayed for markets that are primarily owner occupied; average rent is shown for renter occupied markets. Tenure and home value are estimated by Esri. Housing type and average rent are from the Census Bureau's American Community Survey. Home Own Ownership Rent 73.4% US Percentage: 26.6% 02J% Own Typical Housing: 37.3%Rent Single Family Median Value: $175,000 US Median: $207,300 ESRI INDEXES Esri developed three indexes to display average household wealth, socioeconomic status, and housing affordability for the market relative to US standards. 0 s 86 I 350 Wealth Index 0 106 350 Socioeconomic Status Index 0 I 166 350 Housing Affordability Index �1 Mirld SEGMENT DENSITY This map illustrates the density and distribution of the Middleburg Tapestry Segment by households. r1�.: 1�i � • w I, r • 4D 10 • �9w 11 • "M For more information • THE Copynght®2021 Eui.pll nghts reserved.Ehthe Esngl--th..Thep le. C of Where.Tapestry.®esri.mm. andesri.mmarerrademarks, ��' SCIENCE se - marks. orregrsteredmarkso{Esrrint.yb.tedSgates, the EuropeU,.,-umry,orce•tainother�urisdectioris.Othermmpanies i-$00/-�447-9778 OF - � and 80456 or se rvices men tinned herei n may be trademarks, service marks, or reginered marks of the it respective mark ovmers. info@es ri. co m G1804565 WHERE ESR12Chf21dm Section 4 1 33 � , y--m%stry Personas,, WHO ARE WE? OUR NEIGHBORHOOD SOCIOECONOMIC TRAITS This market features singles' lifestyles, on a budget. The focus is more on convenience than consumerism, economy over acquisition. Old and Newcomers is composed of neighborhoods in transition, populated by renters who are just beginning their careers or retiring. Some are still in college; some are taking adult education classes. They support charity causes and are environmentally conscious. Age is not always obvious from their choices. Section 4 1 34 • Metropolitan city dwellers. • Predominantly single households (Index 148), with a mix of married couples (no children); average household size lower at 2.12. • 55% renter occupied; average rent is lower than the US (Index 85). • 45% of housing units are single-family dwellings; 45% are multiunit buildings in older neighborhoods, built before 1980. • Average vacancy rate at 11 %. • An average labor force participation rate of 62.6%, despite the increasing number of retired workers. • 32% of households are currently receiving income from Social Security. • 31 % have a college degree (Index 99), 33% have some college education (Index 114), 9% are still enrolled in college (Index 121). • Consumers are price aware and coupon clippers, but open to impulse buys. • They are attentive to environmental concerns. • They are comfortable with the latest technology. 3 C r. AGE BY SEX (Esri data) RACE AND ETHNICITY (Esri da[a) Median Age: 39.4 U5: 38.2 The Diversity Index summarizes racial and ethnic diversity. The index shows the likelihood that two persons, chosen at random from the Indicates u5 same area, belong to different race or ethnic groups. The index ranges from 0 (no diversity) to 100 (complete diversity). 80-84 Diversity Index: 52.7 US: 64.0 7-1-79 _ 65--69 Hispanic'` 8.1% 60-64 Multiple E 3.6% 55-59 034% 510-54 45-49 Other =68% 40-44 35-39 Asian and 03.9% 30-34 1 Pac. Islander =5.8% 25-29 American 1.196 20-24 Indian 15-19 10-14 Black 10.9% 5-9 12.8% <5 White 76.5% 70.2% e1/ 4'Y 0 a o 8i 0 20% 40% 60% 80% Male Female = US Average. `Hispanic can Be of Any Race. AVERAGE HOUSEHOLD BUDGET INDEX The index compares the average amount spent in this market's household budgets for housing, food, apparel, etc., to the average amount spent by all US households. An index of 100 is average. An index of 120 shows that average spending by consumers in this market is 20 percent above the national average. Consumer expenditures are estimated by Esri. 0 50 100 150 200 250 300 350 Section 4 35 INCOME AND NET WORTH Net worth measures total household assets (homes, vehicles, investments, etc.) less any debts, secured (e.g., mortgages) or unsecured (credit cards). Household income and net worth are estimated by Esri. Median Household Income x,900 ■ $56,100 0 S1COK $200K $30OK $40CK $SOCK $60CK+ Median Net Worth '0,900 -$93,300 0 $10OK $2COK $300K $4DOK $SOCK $600K+ = US Median. OCCUPATION BY EARNINGS The five occupations with the highest number of workers in the market are displayed by median earnings. Data from the Census Bureau's American Community Survey. $140,000 ---- ------ - - - $120,000 ----------------------------------------------- a c $100,000 - LU $80,000 .. . . . ......... . ------------ Management ---------.Management $60.000 Education, Training, Sales And Office And And Library Related Administrative Support $40,000 - -- $20,000 ------- --------------- Food Preparation And Serving Related 0 100,000 200,000 300,000 400,000 500,000 Workers (Age 16+) T Old and MARKETPROFILE iconeumer preferences are estimated from data by MRI -Simmons.} • Residents have a strong sense of community. They volunteer for charities, help fund raise, and recycle. • They prefer cell phones to landlines. • Entertainment features the Internet (employment searches, rating products, updating social media profiles), watching movies at home, listening to country music, and reading the paper. • Vehicles are basically just a means of transportation. • Food features convenience, frozen and fast food. • They do banking as likely in person as online. POPULATION CHARACTERISTICS Total population, average annual population change since Census 2010, and average density (population per square mile) are displayed for the market relative to the size and change among all Tapestry markets. Data estimated by Esri. 9oo,00c Population 11,000,000 A& 6,249,40C -0.5% Population Growth (Annual %) 3 0"" An 0.7% Population Density (Persons per sq. mile) 25,000 � ,00fl 860 Section 4 1 36 HOUSING Median home value is displayed for markets that are primarily owner occupied; average rent is shown for renter occupied markets. Tenure and home value are estimated by Esri. Housing type and average rent are from the Census Bureau's American Community Survey. u u u Al u Home OwnI A4P ership Rent U$ Percentage: 54.8% 62.7% Own Typical Housing: 37.3°A Rert Single Family; Multi -Units Average Rent: $880 US Average: $1,038 ESRI INDEXES Esri developed three indexes to display average household wealth, socioeconomic status, and housing affordability for the market relative to U5 standards. 0 350 Wealth Index 0 i 350 Socioeconomic Status Index 0 1350 Housing Affordability Index � Old anc SEGMENT DENSITY This map illustrates the density and distribution of the O!d and Newcomers Tapestry Segment by households. C.pyngh162021Ev,anr,yhtsre:er�edE�r�.theEzriglobebga,Tnes��en�eo�wher Tape�ry,®e�r�.�om.andesri.�amaretrademarkr. For more information THE se marks, orregrsteredmarksoFEsr,inth eJl1,rdSraxez, the P—peanC—.—y,wcemainorheriurisd,crions.Orheraompanies 1-800-447-9778 esri SCIENCE and -du-- se'.— men rioned herein may be rradema rks, se rvrce marks, or regisxered marks of rhe Ir respective mark owners. OF G180A565 InfO�ESfLCbrY] WHERE ESR12Cerndm esri.torr Section 4 1 37 y--'m%stry Personas,, WHO ARE WE? Metro Fusion is a young market. Many residents do not speak English fluently and have moved into their homes recently. They are highly mobile and over three quarters of households are occupied by renters. Many households have young children; a quarter are single -parent families. Most residents live in midsize apartment buildings. Metro Fusion is a hard-working market with residents that are dedicated to climbing the ladders of their professional and social lives. Section 4 1 38 OUR NEIGHBORHOOD • Over 60% of the homes are multiunit structures located in the urban periphery. • Three quarters of residents are renters, and rents are about thirteen percent less than the US average. • Most housing units were built before 1990. • Single -parent and single -person house- holds make up over half of all households. SOCIOECONOMIC TRAITS • Younger residents are highly connected, while older residents do not have much use for the latest and greatest technology. • They work hard to advance in their profes- sions, including working weekends. • They take pride in their appearance, consider their fashion trendy, and stick with the same few designer brands. • They spend money readily on what's hot unless saving for something specific. • Social status is very important; they look to impress with fashion and electronics. e AGE BY SEX (Fs, data) Median Age: 29.3 US: 38.2 Indicates US 85+ • BO -84 • 75-79 70-74 65-69 60-64 55-59 50-54 45-49 40--44 35-39 30-34 25-29 20-24 15-19 10-14 5-9 <5 B% 4"'_ 4% 8% Male Female RACE AND ETHNICITY data, The Diversity Index summarizes racial and ethnic diversity. The index shows the likelihood that two persons, chosen at random from the same area, belong to different race or ethnic groups. The index ranges from 0 (no diversity) to 100 (complete diversity). Diversity Index: 84.6 US: 64.0 Hispanic* 34.2% MuEtiple : 4% Other -14.9% M6.8% Asian and 5.2% Pac. Islander s.a% American 1.3% Indian X1.096 Black 12.8% 30.896 - White 42.7% 70.2% 0 20% 40% 601/. 80% US Average. 'Hispanic Can Be of Any Race, AVERAGE HOUSEHOLD BUDGET INDEX The index compares the average amount spent in this market's household budgets for housing, food, apparel, etc., to the average amount spent by all US households. An index of 100 is average. An index of 120 shows that average spending by consumers in this market is 20 percent above the national average. Consumer expenditures are estimated by Esri. 0 Section 4 1 39 50 100 150 200 250 300 350 INCOME AND NET WORTH Net worth measures total household assets (homes, vehicles, investments, etc.) less any debts, secured (e.g., mortgages) or unsecured (credit cards). Household income and net worth are estimated by Esri. Median Household Income 5,700 .111111111 0$56,100 0 �,iu0,. $200K $300K $400K $500K $600K+ Median Net Worth $12,200 K593,300 0 $100K $200K $300K $400K $500K $600K+ = US Median. OCCUPATION BY EARNINGS The five occupations with the highest number of workers in the market are displayed by median earnings. Data from the Census Bureau's American Community Survey. $60,000 --1- - --------- -------- ---- $50,000 LA c L $40,000 Transportation Of ica And Ul 0 $30.000 And MaterialAdministrative Moving 10ie. and suppo t Related m $20,COC eullrfing And Grounds Cie ening And Maintenance _. .----- Food Pre oration And p Serving Related 100,000 200,000 300.000 Workers (Age 16+) 3 MARKET PROF I LE {Consumer preferences are estimated from data by MRI -Simmons.) • Enjoy watching MTV, BET, Spanish TV networks, and Tru TV. • Listen to R&B, rap, Latin, and urban music. • Football and weight lifting are popular activities. • Shop at discount grocery stores, Family Dollar, and Walmart. • Often eat frozen dinners, but when dining out prefer McDonald's, Taco Bell, Burger King, and Pizza Hut. POPULATION CHARACTERISTICS Total population, average annual population change since Census 2010, and average density (population per square mile) are displayed for the market relative to the size and change among all Tapestry markets. data estimated by Esri. 900,000 Population 1,00a,000 AL 4,700,400 -0.5% Population Growth (Annual %} 3.0% AL ,.o1A Population Density (Persons per sq. mile] 25,000 7000 ` 2,663 Section 4 1 40 Median home value is displayed for markets that are primarily owner occupied; average rent is shown for renter -occupied markets. Tenure and home value are estimated by Esri. Housing type and average rent are from the Census Bureau's American Community Survey. PRE Typical Housing: Multi -Unit Rentals; Single Family Average Rent: $898 US Average: $1,038 Home Own Ownership 44, US Percentage: 62.7% Own 37.3% Rent ESRI INDEXES Esri developed three indexes to display average household wealth, socioeconomic status, and housing affordability for the market relative to US standards. 0 I i 350 Wealth Index 0 ® 1350 Socioeconomic Status Index 0 ® 350 Housing Affordability Index 3 SEGMENT DENSITY This map illustrates the density and distribution of the Metro Fusion Tapestry Segment by households. High Low r'0 Copynghr02021 Es.. WI ngFrcs reserved. Esti, rhe Esn globe logo, The Scienceof Where,Tapestry,®esri.com,arad esri.com are trademarks, se .rks,or.egrsxe Ted ma rks of Es. in rhe Un ired S1.1es, rh a Eu rope.. Com —1y, or ceexarn os her f—r dicrions. Other companies and p..ducre.r serncesme.rioned herein may be xrademarks, sersr�ma.ks,o registered marks of rheirrespxxi—marko.uners_ G1804565 ESR12C52I dm Section 4 1 41 r 7 L J W, f 0V w For more information THE 1-800-447-977$ EJVCE info@esri.com esr I OF WHERE • For more information THE 1-800-447-977$ EJVCE info@esri.com esr I OF WHERE esri.com qr-� �7 % Esri Ti 30try Personas LAUIff INEVI ri Workday Drive is an affluent, family-oriented market with a country flavor. Residents are partial to new housing away from the bustle of the city but close enough to commute to professional job centers. Life in this suburban wilderness offsets the hectic pace of two working parents with growing children. They favor time -saving devices, like banking online or housekeeping services, and family-oriented pursuits. Section 4 1 42 &I • Workday Drive residents prefer the suburban periphery of metropolitan areas. • Predominantly single family, homes are in newer neighborhoods, 34% built in the 1990s (Index 236), 31 % built since 2000. • Owner -occupied homes have high rate of mortgages at 68% (Index 164), and low rate vacancy at 4%. • Median home value is $257,400. • Most households are married couples with children; average household size is 2.97. • Most households have 2 or 3 vehicles; long travel time to work including a disproportionate number commuting from a different county (Index 132). X4C41 U6IuIC*ad7," • Education: 40.5% college graduates; more than 72% with some college education. • High labor force participation rate at 71 %; 2 out of 3 households include 2+ workers (index 124). • Connected, with a host of wireless devices —anything that enables convenience, like banking, paying bills, or even shopping online. • Well insured and invested in a range of funds, from savings accounts or bonds to stocks. • Carry a higher level of debt, including first (Index 149) and second mortgages (Index 154) and auto loans (Index 149). 5PR 0 'm AGE BY SEX (Esri data) Median Age: 7.0 US: 38.2 Indicates US 85+ w. 56-84 ■• 75-79 70-74 65-69 66-64 55-59 56-54 45-49 40-44 35-39 30-34 25-29 26-24 15-19 16-14 5-9 <5 4% 0 4% Male Female RACE AND ETHNICITY IEsri data) The Diversity Index summarizes racial and ethnic diversity. The index shows the likelihood that two persons, chosen at random from the same area, belong to different race or ethnic groups. The index ranges from 0 (no diversity) to 100 (complete diversity). Diversity Index: - '. US: 64.0 11.7° Hispanic* —te.t% Multiple r' 3.2% 03.4% Other 7 3.2% =6.8% Asian and 6.2% Pac. Islander 5.a% American 10.5% Indian 11.0% Black 8.7% -12.8% Write 78.0% AVERAGE HOUSEHOLD BUDGET INDEX 0 2091 40% 60% 80% US Average. *Hispanic Can Be cf Any Race. The index compares the average amount spent in this market's household budgets for housing, food, apparel, etc., to the average amount spent by all US households. An index of 100 is average. An index of 120 shows that average spending by consumers in this market is 20 percent above the national average. Consumer expenditures are estimated by Esri. Housing Food Apparel & Services Transportation Health tare Entertainment & Recreation Education 10 Pensions & Social Security Other 0 50 100 Section 4 1 43 127 128 134 128 129 132 132 141 150 200 250 300 350 INCOME AND NET WORTH Net worth measures total household assets (homes, vehicles, investments, etc.) less any debts, secured (e.g., mortgages) or unsecured (credit cards). Household income and net worth are estimated by Esri. Median Household Income 590,500 �S56,100 0 $100K S200K $300K $400K $500K $600K+ Median Net Worth $284,500 -$93,300 0 $100K $200K $300K $400K $50W $600K+ = US Median. OCCUPATION BY EARNINGS The five occupations with the highest number of workers in the market are displayed by median earnings. Data from the Census Bureau's American Community Survey. $140,000 ---- - ---- ---- -- S120,000 ------------------------------------------------------------------- 0 c $100,000 — C Management cc LU$80,000 - ---------------- -------- ---------------------- r- Healthcare 0 Rf 'Zf y $60,000 ".aitioners And Technical D(Ike And rL Administrative Support $40,000 Education, Training, And Library $20,000 ------------------ . - Sales And Related 0 200,000 400,000 600,000 800,000 Workers (Age 16+) 5 0 4'm b MARKETPROFILE {Consumer preferences are estimated from data by MRI -Simmons ) • Most households own at least 2 vehicles; the most popular types are minivans and SUVs. • Family-oriented purchases and activities dominate, like 4+ televisions (Index 154), movie purchases or rentals, children's apparel and toys, and visits to theme parks or zoos. • Outdoor activities and sports are characteristic of life in the suburban periphery. They attend sporting events, as well as participate in them like bicycling, jogging, golfing, and boating. • Home maintenance services are frequently contracted, but these families also like their gardens and own the tools for minor upkeep, like lawn mowers, trimmers, and blowers.Home ' MEN Own Ownership Rent $4,9% USPercentage: 62.7% Own �9 Typical Housing: 37.3%/ Rent Single Family Median Value: $257,400 US Median: $247,300 ESRI INDEXES HOUSING Median home value is displayed for markets that are primarily owner occupied; average rent is shown for renter -occupied markets. Tenure and home value are estimated by Esri. Housing type and average rent are from the Census Bureau's American Community Survey. POPULATION CHARACTERISTICS Total population, average annual population change since Census 2010, and average density (population per square mile) are displayed for the market relative to the size and change among all Tapestry markets. Data estimated by Esri. 900,000 Population 11,000,00o 10,565,704 -0.s>o Population Growth (Annum i) 3.0% AL 1.4% 0 Population Density (Persons per sq. mike) 25,000 AL1000 523 Section 4 44 Esri developed three indexes to display average household wealth, socioeconomic status, and housing affordability for the market relative to US standards. 0 i143 350 Wealth Index 0 i143 350 Socioeconomic Status Index 0 i 157 350 Housing Affordability Index 5 0 4P SEGMENT DENSITY This map illustrates the density and distribution of the Workday Drive Tapestry Segment by households. High Low r Co yrighr � 2021 Esri. Ail .q——d Esri, the Esri globe logo, The Science of WM1ere, Tapesrry, U— rnm, -di— i tom --d- -k. re xrademarks, se marks, orregisrered ma rks of Esn In xhe J --i Sraxes, rhe Eurcpean Communixy, orceaein`he r J� dicton s. Oxher companies and products or services mentioned herein may be trademarks, service mar4s, or mgistered marks of xheir respective mark owners. 61804565 ESR12C621dm Section 4 1 45 For more information • rr�e 1-800-447-9778 SCIE NCE infoQ($esri esri.com OF WHERE" Pointes at Cedar Downtown Section 4 1 46 City Key Development Data 1 00 -acres of relatively flat land, with sandy soils in the core of the City. Currently largely undeveloped, but surrounded by developed land. From Chelsea Road on the north, to School Boulevard on the south, and from Cedar Street to Edmonson Avenue. Public-private partnership. Mixed residential and commercial uses, along with public trails and water features. The Small Area Plan was finalized in September 2021. It is an appendix to the 2040 Monticello Comprehensive Plan. The Downtown Small Area Plan was finalized in September 2017. Gas line runs along the What type of resident southern portion. will live here? The plan mentions use of high There are two standard architecture constructed ponds that detail and materials. were constructed to temporarily manage What type of stormwater for offsite businesses will reside improvements and here? The plan another pond is on the mentions commercial southern part of the spaces using public site. amenities to create outdoor, waterfront A neighborhood that dining and resting builds on Monticello's areas. sense of community. The heart of the City. lYes. Four character areas: Handout for Small Riverfront, Broadway Area Plan, as well. Street, Walnut Street, and Pine Street. City Key Development Data Section 4 1 47 Location and Size Type of Development Project Status Aboutthe Space Marketing Materials Walnut Corridor Walnut Street from 6t" The Walnut Street Walnut Street will Walnut corridor will be to the West Bridge Corridor Concept Plan connect three of the featured in the Walk & Park (just past River was adopted in City's most valuable Roll event in June Street). November 2018. and beloved assets — 2022 titled 'Walk on the Community Center, Walnut.' The route Broadway Street, and features the walnut the River. corridor, starting at the Community Center and The street will be ending in West Bridge designed to showcase Park. creativity, art, and the unique identity of the City. Otter Creek Business 50 acres — 30 acres Light Industrial Shovel Ready Access to 1-94 and Yes Park remaining with several Truck Highway 25. Minnesota Certified lots platted Shovel Ready Regional ponding. Development Site Located in Otter Creek Business Park. Utilities by Excel Energy and An additional 400 Centerpoint Energy. acres of un -platted industrial sites are also Fiber optic available. available as per the City Comprehensive City water and sewer. Land Use Plan Section 4 1 47 1 City Key Development Data 1 Section 4 1 48 Location and Size Type of Development Project Status Aboutthe Space Marketing Materials Block 52 Downtown Northwest corner of Downtown, Riverfront Recently secured Riverfront character Yes Core State Highway 52 and Development grant funding for area. County Highway 75 or Signature project that demolition and northwest corner of the brings additional hazardous materials New signature intersection of energy and vitalization clean-up. development with Broadway (HWY 75) to downtown. market rate housing and Pine Street (TH Actively seeking and restaurant and 25) interested parties. entertainment use. Bound by Walnut St on City and EDA own Overlooks park and the west, Pine Street about 83%. river. on the east, River Street on the north, Working with One of the most visible and Broadway on the developer. locations in south. community. Vertical mixed-use res - commercial. Ties in with other initiatives mentioned in In progress. marketing materials including arts, tables, banners, lighting, events, etc. Cedar Street District 1.35 Acres Mixed use (retail, Downtown with direct Yes professional, access to parks, local restaurant, medical favorites, and national clinic, with apartments brands or townhomes) Section 4 1 48 • � Industrial Development S Expansions. Current • UMC Expansion (58,000 sf expanded/new building, 37 jobs) • Xcel Energy Cooling Tower (Phase 1 — 2021, Phase 2 — 2022) • NussTruck & Equipment (30,000 sf new construction building, 250 jobs) • Jensen Manufacturing (7,500 sf expansion) Project Pending • Project Suburban (21,400 sf expansion, 4+ jobs) • Project Stallion (35,000 sf expansion) • Project Shepherd (21,500 sf expansion, 59 jobs) • Project Emma (20,000-40,000 sf new location, 4 jobs) Section 4 1 49 0 Hotel Market Report • Completed in May 2020 by Hospitality Consulting Group. Update to the August 2015 report, was interrupted by Covid- 19 and disruption to the hotel and tourism industry. The report looks at the market prior to the pandemic. • Four Hotels o (3) economy -oriented projects o (1) midscale, limited service o The newest hotel, Best Western Plus Chelsea Inn and Suites, is 20 years old. Visitors who want more upscale lodging or more amenities, must travel to a surrounding community (St. Cloud, Albertville, Rogers, and Maple Grove). • Monticello's primary hotel market is restricted by surrounding communities and their amenities. Monticello captures demand from Big Lake and Becker, but loses demand to Rogers and Maple Grove. Monticello loses demand to Albertville, but gains demand on occasion, when Albertville is at full occupancy. • Big Lake and Becker were included in the report as comparisons. • County population increased by nearly 10% between 2010-2018. Monticello increased by 8%. • Four largest companies: Xcel Energy, Cargill Kitchen Solutions, CentraCare Health — Monticello, and Ultra Machine Company • The three franchised hotels are located near the south side of the interstate, east of highway 25. It is more industrial than retail oriented. Nearby restaurants include McDonald's, Chatters, Blue Stone Grill, and Applebee's. • Meeting Rooms o Monticello Community Center ■ 4,200 square feet used for business, entertainment, and social functions. ■ Popular wedding venue. ■ Rooms are available to public, and liquor is allowed at events. o River City Extreme ■ Bowling alley and entertainment complex. ■ In addition to a bar and game room, there is a 200 -person ballroom that is popular for weddings and events. o Super 8 — 1,500 square -foot meeting space. o Best Western — 1,200 square foot meeting space. Commercial demand occurs steadily throughout the year. Local business send people to Maple Grove for better options and more entertainment/restaurants. o Cargill Kitchen Solutions: 30-40 visitors per month. Most executive leaders prefer to stay in Maple Grove. o WSI Industries Inc.: Four visitors per month. Frequently send them to Maple Grove hotels. Section 4 1 50 - a Housing Needs & Market Demand Relatively affordable when considering incomes for the larger region. However, many affordable homes are purchased by owners who could afford more (spending much less than they could easily afford), indicating that they are actively seeking extremely affordable homes and are attracted to the City for the combination of amenities and affordability. Renter income is much lower than Owners. Many renters major occupation incomes do not support the levels of rent that exist. The City could add up to 265 income -restricted units that would serve residents already living in the City that don't have access to affordable housing. New units would help relax tension and increasing costs. New units are needs for all income levels — low to high income. • Owners make up a smaller portion of the overall housing market than most regional communities. Monticello has the 2nd highest rate of renter households among peer communities studied. • The majority of owners in Monticello (53%) have incomes above the median for the entire Metro region ($103,400 in 2020). • Many households are remaining in their housing longer than the 7 -year national average. • The median home cost has more than doubled since 2010. • There is an opportunity for missing middle townhouse redevelopment in the core city. Section 4 1 52 Local School Key Facts Overall District Rank: Top 20% • 4,168 Students • PK — 12 • 14% Minority Enrollment 94% Graduation Rate 10% Math Proficiency in MN 17:1 Student: Teacher Ratio 20% Reading Proficiency in MN 0 • 0 Secondary Research. Key Take Aways • Equal wage ratios require equal housing options. • Low employment ratio than neighboring communities. • 35% increase in jobs shows local business is growing. • Monticello can be more affordable than surrounding cities. • Opportunities to make improvements in walkability and vibrancy (downtown). • Strong representation of family and management personas/matches perception. • Opportunity to grow future executives as well as capture more executive level personas. 00 Common Themes. #1 Connection between Nature and Business From a location standpoint it's right between two major metro areas (business) and northern cabin communities (nature). Locally it's business opportunities with nature views right in your backyard. Trails, parks, and views are a major strength of the community. +#2 Relationships that Feel like Home Local relationships are the strength of the community. Relationships at all levels will feed workforce development challenges. From creating relationships between high school and post- secondary schools and businesses to developing relationships and synergies between businesses and manufacturing industries. #3 Life is Good. Business is Great. Speaks to great family and home atmosphere along with the variety of amenities in the city that provide a good life for families and children. Business is great refers to the authentic community character, business -friendly climate, and opportunities for expansion. • 00 Strategies & Tactics • Introduction Strong marketing and communication starts with an extensive understanding of the stakeholders and the target market. A unique and creative campaign will not be successful if there is not buy -in from stakeholders and/or it doesn't resonate with target audiences. So, before developing strategic messaging and creative communication tactics, AE2S Communications focused on who the stakeholders are, and potential target markets for each goal. Based on input in the discovery period, stakeholder groups, target audiences, and outside research, the marketing and communications strategies were developed. Each tactic is focused on a specific target audience and has associated action item(s). Some action items have companion templates and are noted by *bold italicized font. ....................................................................................... % Signifies top priority tactic Underway by City's Communications Department •....................................................................................... Section 5 1 2 roe Employee Recruitment & Retention Section 5 1 3 Monticello is a regional hub for manufacturing and commercial endeavors. The business - friendly environment allows companies to innovate and expand. With this growth comes the need for employers to fill a growing number of positions to support their businesses. Research has identified a significant need for workforce in all areas of business, and especially in the manufacturing and healthcare industries. The key goal is to identify and target potential workforce members that would appreciate the benefits of living and working in Monticello. DEmployee Recruitment & Retention Introduce and increase New Americans employment opportunities for Veterans diverse workforce members. Disabled Local businesses Build upon Monticello/ISD High school students 882 pathways program to College students connect students/graduates with Parents available positions. Capturing attention of students at College students Recent college graduates nearby colleges (St. Cloud Boomerangs (Monticello Tech, Anoka Tech, Hennepin students) Tech, Alexandria Tech, Minnesota Veterans (reserves/national State Community & Tech) guard) Section 5 1 4 • Sharing Minnesota DEED programs with local businesses through owned media and at events. Available for veterans, disabled, and New American workers. • Sponsor a round table event with CareerForce Monticello to inform businesses of strategies for hiring disabled workers and military veterans. • Develop relationships with MN Military installations to recruit veterans (Ft. Snelling, Camp Ripley). Promotions such as onsite print ads aimed to recruit veterans to manufacturing careers. • Partner with Chamber for a series of "did you know?" social media posts or addition to newsletter that presents avenues to hire diverse workforce. • Create a fund for local businesses to support internships. Such as InternMonti whereas businesses would receive $1,000 towards hiring and training interns. • Partner with Chamber, Wright County, and businesses to host a career fair in the spring with the intent of filling summer internships. Highlight businesses that have training programs such as UMC (6 -week youth skills training apprenticeship) • Encourage high school to create a Pathways web page so that EDA and Chamber can promote through their owned media. Promote web page to reach parents, students, and businesses. • Highlight key internships that provide career path development in blogs, newsletter, and social media. • Depending on funding, promote MN Tech Internship programs (SciTechMN.org) to businesses, parents, and students. • Develop showcase of Monticello alumni success in high school and promote stories. • Invite students to EDA meetings to foster understanding and open opportunities. • Print or digital display ads at local technical colleges promoting quality of life, employers, and available positions in Monticello. *Example ad template recommended. • Host/attend semesterly career fairs. • Partner with relevant programs at local technical colleges to promote opportunities in Monticello. Employee Recruitment & Retention Promote quality of life Young professionals (Location, schools, outdoors, Boomerangs opportunity) based on Tapestry Families personas. Provide workforce/quality of life Chamber toolbox to businesses. Businesses Section 5 1 5 • Continue a consistent message/design style to build a strong social media presence (showcase events, outdoors, new developments). Boosting posts to reach more people outside of the area as well as consideration for advertising on platforms such as Spotify and SnapChat. *Example ad template recommended. • Once the City's Instagram account has launched created content that is • purely quality of life focused. • Targeted ads like geofencing the Monticello area during holidays to target boomerangs. *Example ad template recommended. • Targeted articles in key media outlets and platforms that focus on ranking and ratings of quality -of -life features. (top test scores, student teacher ratio, top graduation rate, parks/recreation, etc.) • Promote quality of life content on reformatted Parks, Arts, and Recreation • website page. • Create one page quality of life recruitment flyer that can be shared digitally or printed. *Example handout template recommended. • Provide glossary of resources and links to businesses for them to use in their materials. *Glossary of resource template recommended. • Add "New Residents" page to website and share with employers to refer recruits. • Utilizing any content developed by the Write County Cable Commission, create series of short videos showcasing Monticello that can be added to • website, social media, or other digital promotions. Shorts can include subject matter of quality of life, moving here, starting a business here. e Executive leadership Position Recruitment Section 5 1 6 Business growth as well as succession planning requires next generation leaders. Through natural business progression and cycles comes bigger career opportunities and leadership roles. After discussions with business owners, one of the workforce demographics that has seen challenges in recruitment is at the executive level. Goal 2 focuses on reaching this demographic of the workforce, by communicating the benefits of living and working in Monticello, and providing businesses with the right tools to attract and convert leads. 02] Executive Leadership Position Recruitment Create specialized executive level recruitment toolkit and experience. Local Human Resources Local Upper Management Executive Level Personas Partner with local/regional CentraCare — Monticello Healthcare Facility to offer Boomerangs comparable or unique advantages. Executive Level Personas Develop targeted digital Boomerangs advertising. Executive Level Personas Continue to focus on quality -of -life marketing specifically related to Boomerangs Executive Level Personas executive personas. Section 5 1 7 • Develop recruitment package of perks and opportunities. *Packet template recommended. Partner with Monticello Golf Course and Country Club, Bertram Regional Park, as well as other local amenities to provide special offerings to be included in recruitment package. Collect key metrics about quality -of -life and resources for executive personas. Work with Chamber and IEDC to develop an executive tour group when bringing top executives to the City. Executive tour group may include Mayor, Superintendent, and other leadership to have lunch with recruit. • Provide a concierge service for tour around Monticello and highlight quality -of -life experiences. Make key connections with hotel, restaurant, and other places to ensure excellent service for top executives. • Work with Chamber and IEDC to meet with CentraCare team to discuss opportunity for Executive Health Level Screenings (all-inclusive package) to be provided to top executives in key business areas. Caveat: businesses must be supportive of providing all-inclusive package. Assist with marketing that communicates the benefits of having specialized services that meet unique executive schedules. • Create Linkedln posts from blogs and articles and promote to target audiences based on article topic. *Example Linkedln article recommended. • Share process with interested businesses to aid in their recruiting efforts. • Utilize digital targeted and retarget advertising that focuses on life is good, business is great. *Example ad template recommended. • Interview/video current executives about why they find Monticello appealing and special. Clips can be used in recruitment packages, social media, and digital advertising. Manufacturer Retention Recruitment & Attraction Section 5 1 8 Monticello has created a flourishing hub for manufacturers, specifically precision manufacturers. Further, the City has done an excellent job at creating a business environment and incentives that help these manufacturing companies thrive. This goal focuses on further providing the right resources to local businesses and attracting complementary manufacturing and commercial businesses that will benefit both the City and the current businesses. Manufacturer Retention, Recruitment and Attraction Identify cluster manufacturers and vendors that support current and proposed local manufacturing companies (pre- and post- production). • Connect with local manufactures to develop a list of in-house services and outside support services used. Complementary Manufacturers and • Create materials that promote local needs and facts. Vendors (i.e. heat treated, precision, etc.) • Develop a specific Constant Contact and priority mailing list of complementary manufacturers and send campaign of materials. • Target complementary manufacturers through digital ads. • Gather and develop packet of materials for noting each incentive offered by the City, County, and State agencies. *Packet template recommended. • Create website page specific to incentive programs and feature success stories. Launch website resources page on owned media, partner/shared media, and earned media. *Website layout template recommended. Section 5 1 9 • Work with the Monticello Chamber and IEDC to distribute materials and conduct follow-up visits with local manufacturers. Local Manufacturers Develop incentives package that is Prospective Manufacturers Entrepreneurs . Promote incentives package on local and national manufacturing specific to precision Colleges that Offer organization websites including MPMA, Enterprise Minnesota, Central manufacturing with a Entrepreneurship Certificates Minnesota Manufacturers Association, Midwest Manufacturers comprehensive list of benefits. Colleges that have Incubators or Association, and Dream It. Do it. Promote during Manufacturing Month. Similar Facilities • Targeted ads in key media sources. *Example ad template recommended. • Gather testimonials from manufacturers who have recently seen success in an expansion. Promote in targeted ads. • Provide packet of materials to local entrepreneurship programs, start-up, and business colleges. *Packet template recommended. shboL. • Solicit award-winning up-and-coming technology or other startups identified in Minnesota. Create congrats package and include incentives to build/expand their business in Monticello. Section 5 1 9 Manufacturer Retention, Recruitment and Attraction 6 Ag Celebrate successes of current Manufacturers manufacturing businesses. ,A Connect with investors and financing institutions and agencies. Develop relationships with local and national manufacturing organizations. Section 5 1 10 Investors Financiers Manufacturers Organizations Executives • Create video testimonials to share with potential businesses (can be combined with previous action items). Share these videos on social media, website, and targeted ads. • Work towards shared media with local manufacturers to share information about successes, events, and opportunities within framework of EDA topical items in City newsletter. Work towards earned media opportunities that showcase local success, specifically highlighting benefits Monticello played in the success. Consider editorial calendar meetings to ascertain topics and preferences Develop a forum in association with the Manufacturing Month Breakfast Event to capture potential opportunities for further success and bring 40 local resources together. • Work with Chamber and IEDC to host events that bring investors and entrepreneurs together. This could include sporting events, panels, golf outing, etc. • Create editorial articles for Precision Manufacturing Journal and similar publications. • Sponsor a hole at MPMA golf tournament. Develop materials that spotlight the benefits of doing business in Monticello. Consider partnering with a local business to be a live testimonial. • Host an MPMA Toolbox Talk. • Host CEO roundtable with group of CEOs quarterly or in association with Chamber event or EDC meetings. • ID Redevelopment & Revitalization Section 5 1 11 Redevelopment and' revitialization is critical to communities as it reimagines areas of the city that may be old, dilapidated, or otherwise unused which in turn creates a better quality of life, increased property value, and vibrancy. The City of Monticello has invested in redevelopment study efforts and is focused on major redevelopments both in the downtown area (such as Cedar Street District and Block 52) and near 194 (such as Pointes on Cedar). Current promotional efforts are focused on owned media (website, blog, social, onsite signage, and collateral). In addition, the City supports revitalization efforts, land assembly assistance, facade grants, and public investment in placemaking and amenities. Redevelopment & Revitalization "buzz" Developers Create consistent about Investors Investors activity and opportunity in Realtors Monticello. Efforts can be Management Companies posted/reposted, improve SEO, Owners and Renters Potential Retail and Commercial use as packet supplements. Renters Developers Investors Develop event -based connections Realtors and relationship building with key Potential Retail and Commercial stakeholders. Renters Current Downtown Building Owners and Renters Section 5 1 12 • Regular press release (growth stats, construction starts, major milestones, housing offering, etc.). Sent through AP portal for wider coverage. *Press release template recommended. Targeted articles in key journals and media outlets (Twin Cities Business and others) that tie in topical/current issues. Editorials or Letter to Editor (thank you for grants, local business climate, etc.) from city leaders to representatives, friendly business owners, and others that have had positive experiences. Updates in Chamber and other organization newsletters on rotating basis. Repurpose blog posts into video updates. • Personal visits with developers and investors with targeted packet. Include ESRI Business Analysis and Tapestry data for retail and commercial investors. *Packet template recommended. • Small group updates/educational opportunities for realtors (earn credits), for businesses to better understand incentives, etc. May partner with existing events such as Good Morning Monticello and Business After Hours. • Site visits/tours at Pointes at Cedar after milestone construction events to interested developers, investors, and realtors. • Create website page specific to incentive programs and feature success stories. Launch website resources page on owned media, partner/shared media, and earned media. *Website layout template recommended. • Direct emailing to Chamber and EDA/IEDC members to promote incentive programming. • Gather quotes from developers/businesses "City was helpful...." and utilize throughout marketing collateral. Developers Elevate resources and references Investors Potential Retail and to show business -friendly nature Commercial Renters and redevelopment readiness. Current Downtown Building Owners and Renters Section 5 1 12 • Regular press release (growth stats, construction starts, major milestones, housing offering, etc.). Sent through AP portal for wider coverage. *Press release template recommended. Targeted articles in key journals and media outlets (Twin Cities Business and others) that tie in topical/current issues. Editorials or Letter to Editor (thank you for grants, local business climate, etc.) from city leaders to representatives, friendly business owners, and others that have had positive experiences. Updates in Chamber and other organization newsletters on rotating basis. Repurpose blog posts into video updates. • Personal visits with developers and investors with targeted packet. Include ESRI Business Analysis and Tapestry data for retail and commercial investors. *Packet template recommended. • Small group updates/educational opportunities for realtors (earn credits), for businesses to better understand incentives, etc. May partner with existing events such as Good Morning Monticello and Business After Hours. • Site visits/tours at Pointes at Cedar after milestone construction events to interested developers, investors, and realtors. • Create website page specific to incentive programs and feature success stories. Launch website resources page on owned media, partner/shared media, and earned media. *Website layout template recommended. • Direct emailing to Chamber and EDA/IEDC members to promote incentive programming. • Gather quotes from developers/businesses "City was helpful...." and utilize throughout marketing collateral. or)� Redevelopment &Revitalization or) Share redevelopment/revitalization vision. Elevate placemaking and public investment in amenities. Increase awareness and pride in downtown spaces and brand. Boost targeted content to your key audiences. Section 5 1 13 • VR/virtual tours of redevelopment areas and spaces of "what could be" from a blank slate at special events. Special events could be a pop-up Developers cafe or brewery in an empty space to attract key stakeholders. Partnering Investors Realtors with Chamber and select businesses. Potential Retail and • Wrap outside of building or window wraps of vision for space for potential Commercial Renters retailers or commercial investors. Current Downtown Building Owners and Renters • "Imagine your business here" direct mail piece to small, targeted businesses, entrepreneurs, and makers. Include potential incentives and support services. *Example direct mail piece template recommended. Realtors Potential Retail and Commercial Renters Current Downtown Building Owners and Renters Realtors Potential Retail and Commercial Renters Current Downtown Building Owners and Renters Developers Investors Realtors Potential Retail and Commercial Renters Current Downtown Building Owners and Renters • Partner with Chamber, school, and businesses for demonstration projects. Potential funding available. • Compass Committee group pop -ups at community events such as art in the park, Riverfest, and farmer's market that showcase Pointes at Cedar • redevelopment area. Other pop -ups by MontiArts and City to showcase placemaking opportunities. • Partner with Chamber and the City's Communications Department for • downtown awards, walk and talks, and history lessons. • Partner with Chamber to create campaign and usage around downtown logo including window clings, tags, stickers, chalk art, small wraps, posters, and other low-cost items. *Example template clings, tags, and • stickers included. • Create Linkedln posts from blogs and articles and promote to target audiences based on article topic. *Example Linkedln article recommended. • Utilize digital targeted and retarget advertising that combines quality of life with downtown vitality. *Example ad template recommended. • Create billboards on major highways/street. Paid or utilizing City -owned land. *Billboard ad template recommended. LJ Relationship Building Section 5 1 14 Building relationships is a vital piece of creating a healthy community. These relationships can include businesses, associations, the city, schools, and more. Successful relationships can help solve complex challenges like workforce recruitment, improve business inefficiencies, and increase quality of life. This goal is to identify potential relationships and make connections that benefit residents, businesses, and the city of Monticello as a whole. TI Relationship Building Support relationship building High School for Monticello/ISD 882 Chamber of Commerce pathways program with School Local businesses and local businesses. Manufacturers Develop relationships between area colleges and local businesses to create school - to -workforce pipeline. Connect local businesses & entrepreneurs with programs and funding opportunities. Support B2B relationships in Monticello. Section 5 1 15 Local businesses Manufacturers City of Monticello St. Cloud Tech Anoka Tech Hennepin Tech Alexandria Tech Minnesota State Community & Tech Businesses Manufacturers DEED Launch MN Dream It Do It MN Minnesota State Advanced Manufacturing Center of Excellence Cluster manufacturing and vendors Businesses in surrounding communities Growing businesses in relevant industries Create a pathways partners quarterly meeting. With the purpose of connecting EDA, School, IEDC, Chamber, and possibly Wright County. Support pathways program based on discussions. Work with businesses to analyze the changing workforce landscape and identify potential or augmented career paths to include in education on an annual or biannual basis. Technology, types of engineering, manufacturing, etc. Support in-person career education like field trips, job shadowing, and guest speakers at the City (public service focused careers). Schedule introductory meetings with colleges to discuss partnership opportunities and learn about programs that may be useful to Monticello businesses. • Identify and develop relationships with key professors that will be able to support pipeline efforts/advocates for Monticello businesses. • Gather testimonials from Monticello workforce members who attended local colleges. Promote in targeted ads to students at tech schools. Replicate for boomerangs. *Example ad template recommended. • Develop comprehensive list to educate local businesses on beneficial state programs like DEED and funding opportunities. • Create webpage with guide to all available opportunities for employers and workforce. • Connect manufacturers, entrepreneurs, and workforce with beneficial local/state programs through small group meetings/video chats. • Meetings with businesses to identifying needs and opportunities for partnerships to understand and develop cluster and vendor targets. • Newsletter articles featuring industries or clusters that benefit Monticello. • Work with and support Chamber as they host networking events for business executives in and around Monticello. Feature topics that would draw from other areas. • Work with key manufacturers to provide tours or video tours to highlight facilities during Manufacturing Month. x Marketing Templates Summary m Templates. High Priority Templates 1 1 Quality of life one pager 2 , Targeted media ads Incentives packet Goal 1/Workforce and quality of life toolbox Goal 3/Incentive package to precision manufacturing Goal 3/Incentive package to precision manufacturing Website page layout for Goal 3/Incentive package to incentives precision manufacturing Goal 4/Elevate redevelopment readiness 5 Startup packet Goal 3/Incentive package to precision manufacturing Can be shared digitally or printed. Placed in media associated with precision manufacturing. Gathered info from City, County, and State. Additional website page under Community & Economic Development. Emerging business content. 6 Website page layout for Goal 4/Elevate resources and Additional website page under redevelopment references to show business- Community & Economic Development. friendly nature and redevelopment readiness 7 Linkedln article Goal 2/Targeted digital Topical articles that can be promoted. advertising Goal 4/13oost targeted content 8 Press release Goal 4/Create PR buzz about Include growth stats, construction, redevelopment activity etc. 9 Billboard Goal 4/13oost targeted content to Place on major streets/highways. your key audiences Opportunity to use City -owned property. Section 6 1 2 Employee Recruitment and Retention Executive Leadership Positions Recruitment Manufacturer Retention, Recruitment and Attraction Redevelopment & Revitalization •_ Relationship Building Summary m Templates. Secondary Templates 10 1 Recruitment package 11 Print and digital display ads 12 Social media posts and Spotify transcript - 13 Geofencing targeted ad 14 Glossary of resources 15 Testimonials and ads LI 16 ESRI Business Analyst packet 17 Direct mail piece L Section 6 1 3 Goal 2/Executive level recruitment Comprehensive package and perks. toolkit Goal 1/Capture attention of nearby Posted on campus college students Goal 1/Promote quality of life Consistent message/design style Goal 1/Promote quality of life Goal 2/Quality of life executive targeting Goal 4/Boost targeted content across platforms. Used during holidays and events where boomerangs attend. Goal 1[Workforce and quality of List of resources and links for life toolbox businesses. Goal 1/Capture attention of nearby Promote in local colleges and tech college students schools. Goal 5/Relationships to promote school -to -workforce pipeline Goal 4/Event based connections Monticello specific ESRI data. Goal 4/Vision that is sharable "Imagine your business here" focus Employee Recruitment and Retention &a Executive Leadership Positions Recruitment dr*T*T-,% Manufacturer Retention, Recruitment and Attraction Redevelopment & Revitalization Relationship Building Measuring Success. Measurement Goals SMART goals are specific, measurable, achievable, realistic, and time bound. These SMART Marketing Goals are developed to measure tactics that support the overall EDA goals described in Section 3. Increase in candidate applications by 10% in key businesses over the next two years. Measurement may be acquired through an informal survey through IEDC on an annual or semi-annual basis. Increased internship and job shadow opportunities for an additional 15 students by 2024. Measurement may be acquired by creating a baseline measurement in conjunction with the High School. Key executive positions filled and retained due to factors related to quality of life. Measurement may be acquired through an informal survey through IEDC on an annual or semi-annual basis. Reduced business and industrial park vacancy by 15% year over year. Measurement based on current vacancy as a baseline. Attract at least one complementary manufacturing and at least one support vendor business by 2025. Measurement based on current manufacturers. Increased inquires by developers, businesses, and home builders by 10% within the first year. Increased usage of City and County programs associated with workforce and financing by at least 10%. Increased website traffic in Economic Development pages by 20% in first year. Identifiable peaks in usage associated with earned and paid media deployment. Measurement based on website usage in first quarter of 2022. Section 7 1 2 Section 8 1 1 E�1 ndix Appendix Engagement Board ............... 03-07 Student Survey .................... 08-32 Business Survey .................. 33-65 Student Focus Group............ 66-73 Business Focus Group......... Individual Interviews ............. MySidewalk Report ............... Esri Business Analyst............ Esri Tapestry Data ............... Esri Tapestry Personas......... Section 8 12 74-76 77-82 83-98 99-102 103-127 128-152 Engagement Board. Section 8 13 Monticello 04.2022 • The amazing parks we have & how well cared for they are. Thank you! • The Swan in flight. I think the City should feed them if they want them around. I love the people. They are all for friendly & Caring • 1 love the change of seasons! I love Robolox • Pa rks • Swimming. Community Center • The Ducks and Gooses • Community Siter Gabby • We love the pool & Rock Wall & our church, Grace Bible Church. • Pool • 1 love Starbucks • MontiArts Cause it's good, cause it's Big • Because my friend lives in Monticello • Moon Donuts • The Moose Football games • Moon Donuts & the Swans, it reminds me of Swan River • You can go anywhere • Riverfest • Pool @ Community • Center Rock wall @ Community center • Swans • Movies in the park • Riverfest • Pool MCC - Rockwall Section 8 14 • 1 love Starbucks • Accent Electric and automation Provo rec center • Frontier custom builders Target • My Besties & family • All of the amazing animals and sights tramp park in Orem • Beast trampoline rock wall • 1 love the history and the love of arts and our parks. • 1 love how unique our community is • 1 love the view of the river • McDonalds Ducks. Geese • all the nice people Dhar Mann = awesome • people. the senior center • 1 love that everywhere feels like HOME around town McDonalds • 1 love how openly artistic Monticello is • Pizza • Ducks & geese • 1 love the trails, the people and the swans • Jo Volleyball • Ducks & Geese • Pool is fun and makes me happy • Swans • for sure the parks & Starbucks • Love the charter school • I love Starbucks • we love others • Music on the Mississippi Parks • the murals • Moon Donuts The Swans • because I made lot of friends • Football • Pizza Ranch is good • St. Henry's Catholic Church • the Moose • 1 like it when the ice cream truck is at • the Monticello magic volleyball team the park Beautiful . 1 love the rock wall in Monticello • Family Lives here City Staff & Crew McDonalds • MCC, Library, Bertram, Schools The • Taco Tuesday Community Center, Wildlife . It is fun • The staff Family . Culvers • MCC Staff - U Rock • Taco Bell • Quarry Church! The people are . Mississippi. HiWay Liquor. Caribou amazing and made moving here feel Coffee. Shimmer Wall. DMV. Park Staff. like HOME! Bertram. Swans. MontiArts. Trails. City • Parks and the Art being spread around Hall Cowtag Art. Downtown. Parks. Art Town Everywhere. MCC Staff. Sculptures. • Family-friendly Community! MCC & Montiview. Marshalls. the Library! • Food, McDonalds • Parks • the FREE walking track • Because it's HOME! Health It Up! & • 1 love everything at the beloved MCC! community center. Great pool & place • Because they treat all seniors the • Wednesday night concerts in Bridge Park same (as far as fees, etc.) even if you • donuts live outside the Monticello area. . 1 love Dhar Mann Seniors are seniors! • The Fish • Because my friends are there and we . Walmart live near my cousins. . I love the pool Swan Park • Friendly kind and considerate . Starbucks workers • residents! • my mom's BF lives here and its really fun • Slide • all the friendly people • This is the most glorious town in • MN Sportscard shop Taco Johns Minnesota! • Pizza Ranch, the Moose • It is fun at the MCC • Bluestone • Beast trampoline. • the Monticello magic football Section 8 15 • Best trampoline • God • Friendly • 1 love the historic core downtown • Donuts the scoop in Monti • very beautiful landscape and sunset • Ducks & Geese & Swans • i just love how nice people are and it is so • The Park inspiring. • All of the amazing sights • 1 love the small town feel of Monticello • 1 love the weather and all of the many flags you can see • Snow around our town • Swimming • 1 love the river, swans, Football • Because it's HOME! • 1 love Monticello because it is small town • Health It Up! & MCC! and I have friends • Friendly kind and considerate • Wonderful Senior Center residents! • Soccer • Slide • all the great parks, gym • School Districts • big water park • It's beautiful • fun duck butter • I love Monticello because it is cool. • 1 like Moon Donuts Awesome Geese Bigger town with a small town feel • all the friendly people and recreation beautiful & the swans activities STMA • The History, Arts initiative, parks • Maple Lake system, and unique community vibe • Football • Great town to raise a family - • because you can swim and its outside Outstanding school system • You can climb rock walls • Because my Friends • Monti football Pizza Ranch is good • Love Jesus Football • My Granddaughters live here • Pool is awesome • The fun families & meeting other • Parks moms at ECFE and the park Art all • Geese & ducks around town • The pool is cool • good food nice people not racist here • Pizza Ranch is so good • good biking paths - IN TOWN • Art in the Park • because people work together • Home to all • Banucci • NWC Hockey • Art in the Park • Accent electric Section 6 16 • Good Hometown Feel Because it's HOME! fun • West Bridge Park & East Bridge - river views MN Sportscards • Montissipppi Park • Riverside Church • Closer to go home to Bemidji • Great Senior center • Because my BFF lives there and my friends • My home is right across the river and my school and piano studio • 1 love MontiArts, our awesome parks/trail/path systems, and our unique, historic & creative community • This place is cool to hangout and go swimming Section 8 17 • Bridgeview Church • Rock wall is the best • snowboarding • rock wall is fun • Best tramp in the world 40 Student Survey Section 8 18 Default Report Monticello Youth Survey April 22, 2022 1:24 PM CDT Q2 - Do you feel like your experiences and opportunities in our community and at school have equipped you for a successful future? Strongly Agree Somewhat agree Neither agree nor disagree Somewhat disagree Strongly disagree 0 5 10 # Field 5 Strongly disagree 1 Strongly Agree 4 Somewhat disagree 2 Somewhat agree 3 Neither agree nor disagree Section 8 19 15 Showing rows 1 - 6 of 6 20 25 30 Choice Count 6.17% 5 19.75% 16 11.11% 9 37.04% 30 25.93% 21 81 Q3 - Do you plan to move after high school? 0 Yes 0 No 0 Unsure # Field Minimum Maximum Mean Std Deviation Variance Count 1 Do you plan to move after high school? 1.00 3.00 2.02 0.92 0.85 80 Section 8 110 Choice # Field Count 1 Yes 41.25% 33 2 No 15.00% 12 3 Unsure 43.75% 35 80 Showing rows 1 - 4 of 4 Section 8 110 Q4 - Where do you plan to move? grove undecided warm unsure Where do you plan to move? Maple Grove Undecided Warmer state!! Unsure Section 8 111 Q5 - What career path excites you the most? Health Business Agriculture Math and Sciences Recreation and Tourism Arts and Communication Manufacturing Technology Other 0 1 2 3 4 # Field 1 What career path excites you the most? - Selected Choice # Field 1 Health 2 Business 3 Agriculture 4 Math and Sciences 5 Recreation and Tourism 6 Arts and Communication 7 Manufacturing 8 Technology Section 8 112 11 5 6 7 8 9 Minimum Maximum Mean Std Deviation Variance Count 1.00 9.00 4.59 2.67 7.15 44 Choice Count 20.45% 9 9.09% 4 6.82% 3 13.64% 6 9.09% 4 15.91% 7 4.55% 2 11.36% 5 # Field 9 Other Showing rows 1 - 10 of 10 Q5 8 TEXT - Other WIDGET_ERROR.ERROR Section 8 113 Choice Count 9.09% 4 44 Q6 - Do you plan to continue your education after high school? If so, what is most likely the level of education you will complete? High School Degree (no additional education plans) Vocational Degree or Certificate (2 -year degree) Bachelor's Degree (4 -year degree) Masters/Doctorate Unsure 0 2 4 6 8 10 12 14 16 18 # Field Minimum Maximum Mean Std Variance Count Deviation 1 Do you plan to continue your education after high school? If so, what 1.00 5.00 3.43 1.12 1.25 44 is most likely the level of education you will complete? # Field 1 High School Degree (no additional education plans) 2 Vocational Degree or Certificate (2 -year degree) 3 Bachelor's Degree (4 -year degree) 4 Masters/Doctorate 5 Unsure Showing rows 1 - 6 of 6 Section 8 114 Choice Count 2.27% 1 18.18% 8 38.64% 17 15.91% 7 25.00% 11 44 Q7 - Have you been encouraged to stay in the community after high school? Yes No Unsure �f- 0 2 4 6 8 10 12 14 16 18 20 22 24 26 28 Field Minimum Maximum Mean Std Variance Count Deviation 1 Have you been encouraged to stay in the community after high school? # Field 1 Yes 2 No 3 Unsure Section 8 115 1.00 3.00 2.00 0.64 0.41 44 Showing rows 1 - 4 of 4 Choice Count 20.45% 9 59.09% 26 20.45% 9 44 Q8 - Do you believe there are opportunities for you after high school in Monticello? Definitelyyes I Probably yes Might or might not be Probably not Definitely not 0 2 4 6 8 Field 1 Do you believe there are opportunities for you after high school in Monticello? # Field 9 Definitely yes 10 Probably yes 11 Might or might not be 12 Probably not 13 Definitely not Section 8 116 10 12 14 16 Minimum Maximum Mean Std Variance Count Deviation 9.00 13.00 11.40 1.20 1.45 43 Showing rows 1 - 6 of 6 Choice Count 11.63% 5 4.65% 2 37.21% 16 25.58% 11 20.93% 9 43 Q9 - Do you currently have a job? 0 Yes 0 No M Only Seasonally # Field Minimum Maximum Mean Std Deviation Variance Count 1 Do you currently have a job? 1.00 3.00 1.72 0.62 0.39 43 17 Field 1 Yes 2 No 3 Only Seasonally Showing rows 1 - 4 of 4 Section 8 117 Choice Count 37.21% 16 53.49% 23 9.30% 4 43 Q10 - What is the main reason that you have or do not have a job? concentrate inesuracr��n excellent shelter student prepareWorksummer attractive hi h' busy g�u'dobSC O O ��bdadsit 14fm soft m o n ey15loca�lge businessYdon It age youngtimef°°d family skill m akefoCUSbetter activitylO�°adeptransportation building experience convenient What is the main reason that you have or do not have a job? Money In the process of getting a new one Underage Too young Main focus is school no time/sports To make money for education and car make money To make money Section 8 118 What is the main reason that you have or do not have a job? Age I am too young to do anything besides babysit. Too young Just am old enough now to get a job To provide food and shelter for my family. I'm only 14 1 need to keep my grades up so I don't have the time to work after school, I do work part time in the summer Too young Too busy with school/activities to prepare me to look attractive to excellent colleges. Transportation and I'm 15 1 work for my Dads business, its convenient and pays better than local jobs Money Money & work experience as well as building soft skills Student FULL TIME SCHOOL To young On high school Money I am concentrating on school and my sports. I don't need a job right now. Only 15. I need to pay for car and car insurance. School To make money before college i need money Studying Section 8 119 What is the main reason that you have or do not have a job? Money Need money Focusing on school. Section 8 120 Q11 - What would you like to see for additional amenities (things to do, places to eat, etc.) in Monticello? entertainment driveboskatepolln sh friends n�p�f�}�out°cf0arses sports res�au ran lWhitebubba business thingsparXtiact� � lyaren't hangpl,aiceshopp Q�IICIC�bbiyter gym`wat water buster padOptlO� gr�Wer chic hangout °od munity chipotle healthy breakfast awesome What would you like to see for additional amenities (things to do, places t... Skate park Panera, Noodle and Company, Cheesecake Factory, somewhere nice to eat (dress up nice) Teenage hangouts. Parks/affordable restaurants Panera type restaurant, healthier options but affordable, parks with cool hang out areas Bubba tea shop , more restaurants .Less housing A splash pad for little ones would be awesome. Parks that aren't filled with mulch. Get rid of Burger King and get a Wendy's or Chic'fil'a more shopping choices Water park Section 8 121 What would you like to see for additional amenities (things to do, places t... Chic fit a! More breakfast places! more options for food and shopping different things for teens to do or hangout at More activities for tweens. Trampoline park, Dave and busters, mini golf, go carts, White Castle!! Chipotle, chic fit a More places to go with friends, especially after sports events, more shopping, better youth programs in churches Establish more businesses that will create jobs and help the community grow. Skate park, more outdoor activities like fishing and boating, water skiing just things where you can act like a white male without being bullied because of who you are Pool or Splash Pad Something on the river would be awesome! Panera, chipotle, Leann chin would be good too. More gyms for different types of sports for kids. But casual drop n play Costco, Trader joes, healthy food options. Healthy options for entertainment that involve physical activity Sporting goods store, Chick -fit -A, trampoline park, more shopping and activities Currently we have to drive out to the cities to do things like The Fun Lab or Sky Zone or indoor playgrounds. Even indoor gyms. I'd like to see more of that offered here. DO NOT KNOW More restaurant options, Panera, dinner options Out door pool and water park Panera, Jamba juice, Outdoor pool, drive in theatre Book store like Barnes and Noble. Italian restaurants that serve more than pizza. Olive Garden would be perfect. Roller skating rink, a mall to walk around in the winter with friends. Clean community pool. No slime or fur growing on the walls of the pool. splash pad, more food options, activities I would like to see there be a place for older kids to hang out and do stuff. Yes Entertainment nothing to do here Section 8 122 What would you like to see for additional amenities (things to do, places t... more restaurants, shopping etc. Things to do, places to eat Yes Steak house Positive teen hangout. Section 8 123 Q12 - How would you describe Monticello to a friend who may not be familiar with the area? awesome cool cliquey d kind e.I e great monticello .life row hometown burb I'l ICefrien�I�/don't boeelStOfeS,.,pSlaOtSn y maintsma� bullchill ClOS2tOW n�;11gp itYhelpful gather location artisticco m m u n �tyknitfast applebee large fam i lymnig gtality9 kid housingish inundate commuter How would you describe Monticello to a friend who may not be familiar with... Smaller town with the main stores and fast food places Small town nice people but not much to do A small town. Nice people but not much to do. Small Town in a nice location . It's a small town north of the cities. small town but has everything you need. Parents are poor sports in the stands and kids can be cliquey Close to larger cities but feels small. small town with not much to do Section 8 124 How would you describe Monticello to a friend who may not be familiar with... small town, not too much here I would tell them that it is a chill town with friendly people. My hometown on the river, unique, pretty. No place for youth to gather for fun, after sports games ... except Applebees, not a lot of opportunity, not many places for fun A good town, peaceful, quite, people are helpful. awesome!! Boring Close knit Nice Super nice people. Young, family community. It's cool an artistic friendly community Family oriented, great schools, no night life, not small but not big ... perfect size It's a small-ish over priced suburb SMALL TOWN, BUT GROWING AND MIGHT GET TOO BIG Nice community Suburb Small town mentality and the bullies run the town and are rewarded for it. Kind of everybody knows everybody. We have lots of big retail stores. Small town Small community and I like it that way. Monticello is been inundated with housing I believe we don't need more housing Bedroom community Small town bedroom community Commuter town. Section 8 125 Q13 - Do you feel like you have adequate opportunities to learn about Monticello businesses and employers? Strongly agree Somewhat agree Neither agree nor disagree Somewhat disagree Strongly disagree 0 2 4 6 8 10 12 14 # Field Minimum Maximum Mean Std Deviation Variance Count Do you feel like you have adequate opportunities to learn about 1 4.00 8.00 6.21 1.04 1.07 42 Monticello businesses and employers? # Field 4 Strongly agree 5 Somewhat agree 6 Neither agree nor disagree 7 Somewhat disagree 8 Strongly disagree Showing rows 1 - 6 of 6 Section 8 126 Choice Count 4.76% 2 21.43% 9 30.95% 13 33.33% 14 9.52% 4 42 Q14 - Monticello supports innovative and entrepreneurial youth projects. Strongly agree Somewhat agree Neither agree nor disagree Somewhat disagree Strongly disagree "M 0 2 4 6 8 10 12 14 # Field Minimum Maximum Mean Std Deviation Variance Count 1 Monticello supports innovative and entrepreneurial youth projects. 4.00 8.00 5.98 0.99 0.98 42 # Field 4 Strongly agree 5 Somewhat agree 6 Neither agree nor disagree 7 Somewhat disagree 8 Strongly disagree Showing rows 1 - 6 of 6 Section 8 127 Choice Count 4.76% 2 30.95% 13 30.95% 13 28.57% 12 4.76% 2 42 Q15 - Monticello has mentorship opportunities. Strongly agree Somewhat agree Neither agree nor disagree Somewhat disagree Strongly disagree 0 2 4 6 8 10 12 14 16 # Field Minimum Maximum Mean Std Deviation Variance Count 1 Monticello has mentorship opportunities. 4.00 8.00 6.26 1.00 1.00 42 # Field 4 Strongly agree 5 Somewhat agree 6 Neither agree nor disagree 7 Somewhat disagree 8 Strongly disagree Showing rows 1 - 6 of 6 Section 8 128 Choice Count 4.76% 2 16.67% 7 35.71% 15 33.33% 14 9.52% 4 42 Q16 - Would you be interested in learning more about economic development and how you can make a difference in the future of Monticello? 1 # Field N Yes 0 No N Maybe Field Would you be interested in learning more about economic development and how you can make a difference in the future of Monticello? 1 Yes 2 No 3 Maybe Section 8 129 Minimum Maximum Mean Std Variance Count Deviation 1.00 3.00 2.19 0.82 0.68 42 Showing rows 1 - 4 of 4 Choice Count 26.19% 11 28.57% 12 45.24% 19 42 Q17 - What gender do you identify as? Male Female Other Prefer not to say 7 0 2 4 Field What gender do you identify as? # Field 1 Male 2 Female 3 Other 4 Prefer not to say Section 8 130 6 8 10 12 14 16 18 20 22 Minimum Maximum Mean Std Deviation Variance Count 1.00 3.00 1.52 0.55 0.30 42 Showing rows 1 - 5 of 5 Choice Count 50.00% 21 47.62% 20 2.38% 1 0.00% 0 42 Q18 - What grade are you currently in? Freshman Sophomore Junior Senior 0 2 # Field 1 What grade are you currently in? # Field 1 Freshman 2 Sophomore 3 Junior 4 Senior Section 8 131 4 6 8 10 Minimum Maximum Mean Std Deviation 1.00 4.00 2.24 1.10 Showing rows 1 - 5 of 5 12 14 Variance Count 1.21 37 Choice Count 35.14% 13 21.62% 8 27.03% 10 16.22% 6 37 Q19 - How long have you lived in Monticello? N Your Entire Life N Moved Here Within the Last 5 Years N Move Here More than 5 Years Ago # Field Minimum Maximum Mean Std Deviation Variance Count 1 How long have you lived in Monticello? 1.00 3.00 1.61 0.88 0.77 41 # Field 1 Your Entire Life 2 Moved Here Within the Last 5 Years 3 Move Here More than 5 Years Ago Showing rows 1 - 4 of 4 End of Report Section 8 132 Choice Count 65.85% 27 7.32% 3 26.83% 11 41 Business Survey. Section 8 133 Default Report Monticello Business Survey April 22, 2022 2:06 PM CDT Q2 - What best describes the work your company does? Hospitality Agriculture Education Energy Financial Food Retail Manufacturing Public Administration Health Care Professional Services Technology Other Real Estate Trade 0 1 2 3 4 5 6 7 8 9 10 11 12 # Field 1 What best describes the work your company does? - Selected Choice Section 8 134 Minimum Maximum Mean Std Variance Count Deviation 1.00 15.00 9.29 3.85 14.84 63 # Field 1 Hospitality 2 Agriculture 3 Education 4 Energy 5 Financial 6 Food 7 Retail 8 Manufacturing 9 Public Administration 10 Health Care 11 Professional Services 12 Technology 13 Other 14 Real Estate 15 Trade Q2-13—TEXT - Other Other Sports and Fitness Public Library Religious (church) Photography Nutrition Wholesale Distribution Domestic Violence Agency Section 8 135 Showing rows 1 - 16 of 16 Choice Count 7.94% 5 0.00% 0 7.94% 5 7.94% 5 6.35% 4 14.29% 9 17.46% 11 0.00% 0 14.29% 9 9.52% 6 4.76% 3 63 Other develop commercial properties and lease them to financial, food, retail entities Section 8 136 Q3 - Do you own or lease the current building you work in? Own Lease 0 5 10 15 20 25 # Field 1 Do you own or lease the current building you work in? # Field 1 Own 2 Lease Section 8 137 30 35 Minimum Maximum Mean Std Deviation Variance Count 1.00 2.00 1.43 0.49 0.24 63 Showing rows 1 - 3 of 3 Choice Count 57.14% 36 42.86% 27 63 Q4 - How would you rate the condition of your building? Excellent Good Fair Poor 0 5 10 15 20 25 30 # Field 1 How would you rate the condition of your building? # Field 1 Excellent 2 Good 4 Fair 5 Poor Section 8 138 35 Minimum Maximum Mean Std Deviation Variance Count 1.00 5.00 2.17 1.06 1.13 63 Showing rows 1 - 5 of 5 Choice Count 25.40% 16 53.97% 34 19.05% 12 1.59% 1 63 Q5 - Where are most of your customers located? Locally In Minnesota In the Midwest In the USA International L 0 5 10 15 20 25 30 35 40 45 # Field 1 Where are most of your customers located? # Field 1 Locally 2 In Minnesota 3 In the Midwest 4 In the USA 5 International Section 8 139 Minimum Maximum Mean Std Deviation Variance Count 1.00 4.00 1.38 0.65 0.43 63 Showing rows 1 - 6 of 6 Choice Count 68.25% 43 28.57% 18 0.00% 0 3.17% 2 0.00% 0 63 Q6 - Does your company plan to expand in Monticello in the next 3-5 years? 0 Yes E No 0 Unsure # Field Minimum Maximum Mean Std Variance Count Deviation 1 Does your company plan to expand in Monticello in the next 3-5 1.00 3.00 1.89 0.74 0.54 63 years? Section 8 140 Choice # Field Count 1 Yes 33.33% 21 2 No 44.44% 28 3 Unsure 22.22% 14 63 Showing rows 1 - 4 of 4 Section 8 140 Q7 - Does your company plan to expand outside of Monticello in the next 3-5 years? Not Likely Likely Very Likely Unsure 0 5 10 15 20 25 30 Field 1 Does your company plan to expand outside of Monticello in the next 3-5 years? # Field 1 Not Likely 2 Likely 3 Very Likely 4 Unsure Section 8 141 Minimum Maximum Mean Std Deviation Variance Count 1.00 4.00 1.97 1.17 1.36 63 Showing rows 1 - 5 of 5 Choice Count 49.21% 31 25.40% 16 4.76% 3 20.63% 13 63 Q8 - Does your business plan to introduce new products/services in the next two years? Please explain if applicable. 1 M Yes N No 0 Unsure Field Does your business plan to introduce new products/services in the next two years? Please explain if applicable. - Selected Choice # Field 1 Yes 2 No 3 Unsure Q8-1—TEXT - Yes Yes Minimum Maximum Mean Std Variance Count Deviation 1.00 3.00 1.84 0.68 0.46 56 Showing rows 1 - 4 of 4 We are developing are online presence which should allow us to connect outside of Monticello. The City is always providing new events to the community updated menu Technology always allows for more and or improved services in dentistry. New therapists coming on from time to time. Section 8 142 Choice Count 32.14% 18 51.79% 29 16.07% 9 56 Yes There are several areas of service we are preparing to launch, but currently don't have a timeline set. Yes, we are constantly introducing more products and will be starting to talk with business on nutrition in the work place once covid restrictions have all been lifted Education/massage school Technology and Security Features for our customers as they become available We are expanding our professional services ongoing for our clients Yes yes We continue to add new products every year. new product lines Landscape Retail Q8-2—TEXT - No No Not new products, but as Monticello grows, so will we. no No new services to offer. No No We help people buy and sell real estate No Q8-3—TEXT - Unsure Unsure Section 8 143 Unsure Growth of new services and products will be based on financial considerations post Covid income loss. Not sur Section 8 144 Q10 - How many open positions do you currently have? None 1-5 6-10 10+ 0 5 10 # Field 1 How many open positions do you currently have? # Field 1 None 2 1-5 3 6-10 4 10+ Section 8 145 15 20 25 30 Minimum Maximum Mean Std Deviation Variance Count 1.00 4.00 2.00 0.95 0.90 62 Showing rows 1 - 5 of 5 Choice Count 32.26% 20 48.39% 30 6.45% 4 12.90% 8 62 Q10 - What are some of the biggest challenges for recruiting a workforce to Adams County? Click and drag to move the following challenges. The top result (1) would be the greatest challenge the last option (7) would be what you see as the least challenging. Salaries and Wages Limited Opportunity for Growth Housing POM ■ 1 ■ 2 ■ 3 Education ■ 4 5 ■ 6 ■ 7 Amenities 111111111111161111111 Location Section 8 146 r Other 0 5 10 15 20 25 30 35 40 45 # Field 1 2 3 4 5 6 7 1 Salaries and Wages 59.18% 29 18.37% 9 4.08% 2 10.20% 5 4.08% 2 4.08% 2 0.00% 0 Limited Opportunity 2 4.08% 2 38.78% 19 16.33% 8 10.20% 5 16.33% 8 14.29% 7 0.00% 0 for Growth 3 Housing 12.24% 6 12.24% 6 16.33% 8 22.45% 11 24.49% 12 10.20% 5 2.04% 1 4 Education 4.08% 2 4.08% 2 22.45% 11 30.61% 15 14.29% 7 22.45% 11 2.04% 1 5 Amenities 4.08% 2 10.20% 5 14.29% 7 16.33% 8 34.69% 17 18.37% 9 2.04% 1 6 Location 10.20% 5 14.29% 7 22.45% 11 10.20% 5 6.12% 3 30.61% 15 6.12% 3 7 Other 6.12% 3 2.04% 1 4.08% 2 0.00% 0 0.00% 0 0.00% 0 87.76% 43 Showing rows 1 - 7 of 7 Section 8 147 Q11 - What level of education will be most desired in your hiring over the next year to three years? High School Degree Some College Technical Degree Bachelor's Degree Masters/Doctorate Not Hiring I 0 2 4 6 8 10 12 Field 1 What level of education will be most desired in your hiring over the next year to three years? # Field 1 High School Degree 2 Some College 3 Technical Degree 4 Bachelors Degree 5 Masters/Doctorate 6 Not Hiring Section 8 148 14 16 18 20 22 Minimum Maximum Mean Std Deviation Variance Count 1.00 6.00 2.90 1.81 3.26 63 Showing rows 1 - 7 of 7 Choice Count 31.75% 20 17.46% 11 17.46% 11 12.70% 8 3.17% 2 17.46% 11 63 Q9 - In the past year, what best describes your companies' sales? Increasing Stable Decreasing T 0 2 4 6 8 10 12 14 16 18 20 22 24 26 28 # Field Minimum Maximum Mean Std Deviation Variance Count 1 In the past year, what best describes your companies' sales? 1.00 3.00 1.70 0.69 0.47 61 # Field 1 Increasing 2 Stable 3 Decreasing Showing rows 1 - 4 of 4 Section 8 149 Choice Count 42.62% 26 44.26% 27 13.11% 8 61 Q14 - What tools are you currently using to recruit employees and which have you found to be the most successful? . em to ee as sociatIOa vant age filling Iatform directly advertlsI firm billboard candidate te culture• gon .ne Iremads fa.rlyOrecr, u� M. areafairfront -friends b internaifacebooksignbest door dental boards WO rreferexisting .socia conbiggetstnnonemouthsource program S Liccessfu I digital found I,, combination chamberformalcommunity agency experience educational edpost.stcloudstate.edu What tools are you currently using to recruit employees and which have you... na We are doing job fairs, indeed, marketing videos, and educational hiring platforms (like: https://edpost.stc[oudstate.edu/) Online advertising. INDEED indeed Not recruiting Word of mouth or friends/patriots filling in We recruit thru the technical schools and the dental association. Both tend to be successful. Section 8 150 What tools are you currently using to recruit employees and which have you... Referral sources. Website, social media n/a Not currently recruiting, but if need be, would take advantage of my association with the chamber, social media, online hiring platforms.. Indeed online platform is the best we have used N/A none Referrals and networking conversations. Social media Facebook Web advertising and word of mouth Ads placed, Facebook We have internal recruiters and formal plan on ongoing recruiting for our professional services firm. word of mouth indeed Facebook Word of Mouth employee referrals and Facebook We have been using a combination of online recruiting programs, local agency's, as well as an internal person that specializes in recruiting. We have found that online programs such as Indeed provide us with the most candidates, but often they are the least qualified and the turnover rate is fairly high. Knowing people in the industry and the area and directly recruiting them often times from existing jobs has been the most successful, but the down side is we are taking talent from other industry's in the area. Indeed. Facebook billboards, truck signs, radio, digital Our own in house Program Using Indeed but most of our hires are word of mouth. Indeed, Facebook, and Referrals. Referrals are our biggest source. Section 8 151 What tools are you currently using to recruit employees and which have you... Internet job placement boards Indeed word of mouth Facebook, Indeed, Chamber site, MN Works, sign on the front door. The most successful is a tie between Facebook and Indeed None right now. Not hiring or recruiting. Indeed and internal postings Indeed/online options None Social media Sell our culture and small community experience. Section 8 152 Q17 - What do you see as challenges for doing business in Monticello? advertising america c u sto m e r building restaurant appropriate • chain s m al I celebrate attend traffic I arge hardclient• t ract C.I amount m akee d a vara et ac iv candidate bridge areaetaxbig noted n.0 rl e25�thighjobadult appealing birthday metro I i m itedmonticel awesome lo host spacebad - boutique olationhousing p p u busi-nessbureaucracy anniversary What do you see as challenges for doing business in Monticello? none The variety of things to do for adults is a little limited. Too many big chains. High taxes. not as many people looking for jobs - can make more money driving towards the metro None. Bureaucracy in this town. EDA has been dragging their feet right now. Not sure what the stall is. Still waiting for the new plans for the outside of the building. Wanted to get this project done last year. Disappointed that if we are American, we don't qualify for many programs. We need more venues (and a boutique style hotel) to make Monticello more appealing to out of town guests. We host many a tournament with the awesome Sports teams we have, but many people have to stay in other towns to attend. The bridge. Section 8 153 What do you see as challenges for doing business in Monticello? The location does not have a large population and people see hesitant to move here. We need more "next level" housing (not starter homes), an upper level dining option in which to host customers/celebrate successes/families can use for birthdays, anniversaries, prom, etc. none For us it is going to be outdoor storage limitations. Too competitive in some fields and not competitive in other fields. Appropriate methods of advertising are limited. high expense Being a bit out of the cities yet Working with the city. Lack of available space to rent or purchase. Nothing noted at this time. EDA and city council low population density proximity to the metro NA The technically skilled workforce is somewhat limited. I feel that most of the candidates are being recruited from the Maple Grove or farther towards the cities. Also one thing that has been mentioned many times is that Monticello does not have a large variety of nice restaurants. Multiple people we have interviewed have mentioned that as a negative about moving to the Monticello area. Too many fast food places, and not enough sit down restaurants or night life. Building restrictions. The building department is too hard to work with. Competition with other restaurants Traffic on 25 it all depends on the city politics at the time like most cities. Noted above in the spaces available and suitable to attract the businesses that are more then retail businesses Housing Small community means less of a potential client pool statistically making it harder to generate an ongoing active client list. The amount of traffic delays for people. I've had people quit because they could find a job in Big Lake. All of them stated that it can take up to an hour to get to and from Big Lake with the amount of stop lights/bad traffic plus trains. Section 8 154 What do you see as challenges for doing business in Monticello? not enough customers in the area Extremely high property taxes and EDA wanting to run out small businesses Getting word out and people knowing. Section 8 155 Q18 - What products or services do you purchase outside of the county that you wish you could purchase locally? Drag and drop the items into the box you see most fitting. What products or services do you purchase outside of the county that you wi... Manufacturing Value Added Ag Groceries/Retail Restaurants Beauty Services ■ Really Need ■ Maybe Need ■ Do Not Need Entertainment Technology Financial Services Professional Services Other 0 2 4 6 8 10 12 14 16 18 Q15-10—TEXT - Other Other Office Depot If you are looking to make this another Maple Grove, talk to Ken Ashfeld with the city of Maple Grove. He has great ideas. Not to mention we need more affordable housing. Section 8 156 Other Alternative heap care na Section 8 157 Q19 - Where do you see the most opportunity for growth in Monticello? Value Added Businesses Downtown Businesses Manufacturing Workforce and Recruitment Other 0 2 4 6 8 10 12 14 16 18 20 22 Field Minimum Maximum Mean Std Variance Count Deviation 1 Where do you see the most opportunity for growth in Monticello? - 1.00 5.00 2.37 1.36 1.85 57 Selected Choice # Field Choice Count 1 Value Added Businesses 35.09% 20 2 Downtown Businesses 28.07% 16 3 Manufacturing 12.28% 7 4 Workforce and Recruitment 14.04% 8 5 Other 10.53% 6 57 Showing rows 1 - 6 of 6 Q16-5—TEXT - Other Other Put all Corporate Crap down by WalMart. Structure downtown with beautiful brick buildings and architecure for small businesses. I only shop small businesses, that's why I travel to Stillwater, St Croix, and many small towns too. Corporate America really doesn't belong integrated with small business. Not to ruin small businesses out of business Section 8 158 Other Restaurants and Retail Monticello's favorable geographical location provides growth opportunities for all the above Professional Businesses Entertainment Section 8 159 Q12 - Which employee sector is the most difficult to attract in terms of hiring for your business? (Indicate all that apply) Skilled and/or experienced labor Entry-level positions requiring technical certificate or bachelor -level degree Professional management positions requiring advanced degrees Executive positions 0 2 4 6 8 10 12 14 16 18 20 22 24 26 28 30 Field 1 Which employee sector is the most difficult to attract in terms of hiring for your business? (Indicate all that apply) # Field 1 Skilled and/or experienced labor 2 Entry-level positions requiring technical certificate or bachelor -level degree 3 Professional management positions requiring advanced degrees 4 Executive positions Section 8 160 Minimum Maximum Mean Std Deviation Variance Count 1.00 4.00 1.69 0.79 0.62 59 Showing rows 1 - 5 of 5 Choice Count 47.46% 28 38.98% 23 10.17% 6 3.39% 2 59 Q15 - What could the Monticello Economic Development Authority do to help with you workforce challenges? For example, preparing quality of life marketing pieces targeted at engaging employees. apartments buyerindividual best pleCeSgUit department clueShOW retalldemography finding nticel I Ocostpany nothingMO, didnt add bu��tcareer specs ic C I Yattractclean citize age on't 4 buffalo�i reb U S I Cl eSS�oWcou�nry d balance granthousinggroWbring �troy customerarea buildicollar n g developmentcontinue assistance muniryconnective beginning What could the Monticello Economic Development Authority do to help with yo... Home Buyer Assistance - Grants from County/City I believe the best communities in the nation and/or world work together to show threads of connectivity throughout the community. There is research to show how certain areas predominately have happier, healthier, and more productive citizens. I'm not sure what the reach of this department is enough to offer any suggestions. not sure but we need help finding staff Nothing Give low interest loans or grants to update equipment. Section 8 161 What could the Monticello Economic Development Authority do to help with yo... Nothing I can think of. Not much na Specific marking pieces for new graduates and for the aging population. keep taxes and cost low Maybe more career fairs or online resource for employers to post open positions/requisitions. Quit ruining businesses out and trying to 'redevelope' Adding higher end housing in Monticello would help Not sure I feel Monticello is beginning to really have a good workforce. All of the housing and apartments that have been built recently has really helped out with that. Along with the quality of life marketing pieces, I would like to see more marketing on career options in Monticello. Highlight all of the different businesses and career potential within the city. This would help attract more skilled labor to the area because it would show that there are many different options and they would not be limited in career options. NA Salaries and increase in those needs. Continue to expand the retail stores in Monticello. support growth of individual housing units. Our city housing is fast growing out of balance in the type of housing available. Each type of housing tends to attract a different general demographic. A city out of balance can become problematic. Need buildings and facilities that host "white collar" companies. Our business initially wanted to be in Monticello, but for the first 4 years we took up office space in Buffalo as it was the only presentable office space we could find. After a 4 year wait we finally found space in Monticello but had to gut the entire building to make it presentable. While we were looking in Monticello, may places said..:'there are plenty of spaced in Monticello available", but they were all very gross, outdated, unimpressive, and not professional buildings I can attract employees and customers to ... unless I wanted to take over an entire large building, or spend thousands to remodel a building that I didn't even own. Many businesses owners I talk with struggle the same with finding space in Monticello. We don't want to pay for "retail" frontage space, but our companies need executive and white collar office buildings that are presentable and Monticello has rose colored glasses on thinking the spaces that may be available are suitable for attracting presentablebusiness that would attract employees that earn six figures or more. Look at office townhome style facilities other cities have ... many can be purchased by the business owner in these style of business development suites. Or bring in office buildings that a company could lease the portion of space they need with opportunity to grow internally in the building as their company grows too Get the down town area cleaned up all the empty building gone No clue. If I were hiring it would be individuals with very specific skill sets. I have no idea. I've never had any success hiring anyone through any of the City programs. Quit destroying downtown and running small businesses out Section 8 162 Q16 - What do you see as strengths for doing business in Monticello? activi CUS 0�p e� casecl u efVl build adult IeGILIn�� me�Cecater ahelpgroe e �II�OCatlOnaccess arts townbig•c nfidence greatcommunityattract buyereaS�/bUSI��SS growth center94car°e children smallc�t chamber bestware prOximit�/goo°dng g sup�j� OI't fi,amazing beneficial di�ldemic`y What do you see as strengths for doing business in Monticello? All the available amenities I believe we have both box stores and mom and pop businesses, so we have the best of both worlds. Right off of 94. Location smaller community My business is teaching Martial Arts. My students learn leadership skills and build confidence. This is beneficial to our community in many ways. The immediate impact is youth with a greater focus in school and in their family environments. The long-term impact is teens and adults who have a community focus mindset, who are more responsible and leaders among their peers, groups, organizations and communities. Chamber of Commerce helps greatly. Many loyal customers from all over the state. Community center is easy to work with during catering events. Lots of retail opportunities Section 8 163 What do you see as strengths for doing business in Monticello? In our case, specifically, we have good patients. They are willing to learn and listen. Their trust in us humbling. They love our proximity to their business or home. Great community and growing locations. Proximity to larger communities/resources when needed; main roadways nearby Wonderful community - offers bigger city amenities with keeping the small town community feel. growth We have a growing area, as well as a portion of town that is aging requiring more service work for our plumbing and heating industry. Size. Easy to get to know a variety customers. location The community cares about children of all ages and supports their activities, in sports, the arts and academics. Great community Small town but not Community! Location, growing community, Highway access, The strengths of doing business in Monticello is the growing area, Hwy 94 access, very active chamber of commerce and close proximity to Twin Cities in attracting talent to suburbs. 94 nice area tight knit community Amazing community We have a good community with a solid workforce. For the most part the city has been friendly to businesses. Small town feel We service Wright and Sherburne Counties so this location is a perfect spot Open to many different types of business. people driving through to get over the river Section 8 164 What do you see as strengths for doing business in Monticello? location 2 options for Fiber in this town ... freeway access ... so if we had the facilities, we could attract business that would want to be here and not pay Maple Grove and Plymouth prices for space, yet quick access between St. cloud And the cities with inexpensive fiber options Growth potential Community support by word of mouth is strong. Active community and Chamber of Commerce Being on the freeway helps for travel, easy to get to. Small town feel, local buyers None Community! Strong community. End of Report Section 8 165 Student Focus Group Section 8 166 Relationship Building Public gardening Larger local garden Whole community activities Coming together as a community more often Community events (carnival, concerts, movie nights) Parks - revamp and make larger Host community events at Monti hill Big park Work on removing stigma against LGBTQ+ and mental/physical disabilities Address cultural appropriation in schools Drive-in movies at parks Cheaper housing More food options Community events at Maria State Park Cheaper attractions targeted towards teens looking for fun things to do Section 8 167 Executive Leadership Positions Recruitment Bring back the roller rink (daytime for families, nighttime for teens) More activities like pop up shops Fundraisers High opportunity for growth - customer loyalty - outreach to smaller communities Promotions for new and existing businesses (to help them stay in Monticello) Keep UMC here Affordable housing - housing shouldn't cost $2k per month in this small community Add a community college - pipeline from high school to CC and local employers Construction Landscaping Section 8 168 Manufacturer Retention, Recruitment, and Attraction Remove old church building by bridge (old antique shop) Cute crafty occasional shops - not scary antique stuff Benefits and discounts on housing costs for employees of local manufacturing companies More localized businesses (locally owned franchises, etc.) Housing prices should be lowered Nicer roads Tubing rental company Buildings/apartments are unsanitary Don't shut down the nuclear power plant. It makes us more green and it's a stop in swan migration which is a bl Better internet options - the city is still using IPV4 and WPA2 servers. Need faster and more secure networks fol More tech companies More local natural resource job opportunities Fix roads, potholes, and sidewalks Section 8 169 Employee Recruitment & Retention More fun things to do Local employers should send reps to schools to talk about work in their career fields Nobody wants to work at banks and fast food - need bigger name companies to put Monticello on the map Affordable housing / apartments Local businesses should do more recruiting at local schools to create a better flow of employees out of high schc More exciting job opportunities for teens - working fast food sucks Good paying jobs in the cities, but can still enjoy the outdoors being in the part of MN New restaurants - Aside from bars and fast food places. Some fancier. Food that isn't burgers and wraps Go karts Jobs - Better pay for starter jobs and consideration for teens working jobs around their busy schedules Build artwork from local artists for parks Airport More activities to do Chic fil a - it will keep people in the area vs having to drive to other cities Support Squatzzy's gaming center Skate park or skate shop Bring businesses or start businesses that teens are interested in (Ex, clothing or music store) Will bring employE Tattoo shop Diversity in people Paintball course Bigger name companies to work at Community newsletter (to know about hires) Job board (school and employers work together) for teens to find job opportunities Ice cream shop Better protection of employee welfare Skate shop and parks Loosen up restrictions for minors working (age limits? Types of jobs?) Section 8 170 Redevelopment New disperse neighborhoods that are affordable for everyone More nursing homes instead of assisted living More restaurants - less pizza places, mattress stores, banks, and auto shops Floating bar in river Chick fil a Give us something cheap/free to do please - We're all broke Less gas stations Developing more between culvers/movie theatre and the bowling alley. Growing local businesses Dunkin donuts Cute areas for pictures so teens don't have to drive to bigger cities Big lifetime fitness - community center hours suck Casino Chick f i I a or canes Boba tea shop Chick fil a River walk & revamp parks More restaurant options - Noodles, chipotle, Panera, panda Express, Raising Canes, Chick fil a, etc After school hangout Less bored cops Mini mall to walk around Revamp old and rundown buildings downtown Newer places to eat that people would normally have to go out of town for (would also attract others to Montic Popeyes No big corporations, Keep local Raising canes or Chick fil a in old McDonalds location Too many murals without a theme - lets pick a theme! Coffee shops or bakery Sporting goods store Upgrade infrastructure Chocolate ox candy store Clothing stores Better weekend activities, opportunities, and more restaurants More frisbee golf courses Better community flow. Too many buildings are places awkwardly and don't compliment each other The bowling alley are could be a fun after dark area Better landscaping Monticello is good for kids and seniors, but not teens & young adults Create gardens, landscaping, outdoor areas Cute clothing boutiques downtown Raising canes or Chick fil a Keep the development in town, and leave rural areas alone Revamp downtown to make more lively (like downtown buffalo) Section 8 171 Chick fil a Stand alone Starbucks that isn't inside of target More beaches and recreational areas besides Bertram Ice cream shop 24 hour place to eat Top Golf Make downtown/river area cuter Neighborhood with bigger lots, not as many houses packed together Small coffee and smoothie shops More affordable housing options Develop new modern houses and less apartments so families have an opportunity to live here Redo downtown to make it cuter - it has a lot of potential More restaurants Bring back cherry berry An activity center for teens to go to after 10pm Building smaller houses or developments that are more affordable for young families Affordable gym and fitness Sweet taste of Italy Cute fence around general rental on HW 25 (Kinda yucky) More restaurant options - Raising Canes, Chick fil a, crumbl More art - it makes people happy! Indoor green house Just ONE diner on Monti hill We would love an olive garden Remodeling downtown Nightclub The undeveloped lots on Riverview Dr next to the QuikTrip Canes Update rink on 4th street Keep the rink at 4th street Underage bar for teens- (No alcohol) but games, food, and activities for teens, and stays open late More things for teens to do Fix up downtown Monti - Open more fun shops More affordable activities other than bowling/movies. Ex: MN Axe Arcades that aren't for kids Unite food options rather than large chains Downtown - modernize buildings and fix buildings to make the area easier to navigate Chic fil a or canes in old McDonalds building More activities after school, sports, and work Stop repeating businesses Nicer food options - Olive garden, red lobster, etc More third spaces - Coffee, ice cream, bookstores, etc A place for teens to hangout Trails in Monti hill Downtown is kind boring Section 8 172 Canes Revamp Bertram- Volleyball net, renting stuff, snack shack, bigger beach, maybe family & adult beaches Indoor shooting ranges/easy access. Gun safety Build a skate park Make more fun things to do that is also cheaper - nothing to do here Put small businesses in downtown, ones that are attractive Book store/improve library (more modern, more advertisements) Too much farm land in town Sit down pizza place Section 8 173 Business Focus Group. Section 8 174 Monticello Chamber Board Focus Group Employee Recruitment and Retention Current residents/students • There is a lack of connection between businesses and students o Could build a relationship here o Chamber ambassador group — Connecting schools with businesses o Career fairs, job shadowing, trade shows, speaking at schools ■ Businesses were open to these ideas ■ This would show students the careers available right here Recruiting others from out of the city • Cost of living is less than the metro • Good school system • Location - Best of both worlds between small town and the metro. "Last stop before the big city." Has many of the same amenities without the drawbacks of city living • Small town feel but still has big city amenities and budget • Outdoor opportunities Executive Leadership Positions Recruitment • High end housing options • Need larger lots for executives to build homes (1+ acres) • Hard to convince people to live in Monticello rather than just commuting from the metro/surrounding communities • More food options — nicer sit down places rather than more fast food • Monti Hill (Restaurant) • Show the advantages of raising a family here • Convenient location (between the cities & St Cloud. Right on 194, outdoor amenities close by, closer to accessible lakes and cabins, etc. • Hard to match salaries of the companies in the cities & St Cloud • Safe, no shootings, lots of amenities, parks • Great place to raise family, outdoor, activities, Lake Maria State Park • Opportunities to connect bike trails to Buffalo and Big Lake systems • Traffic (good and bad) Busy downtown with lots of trucks but good for commerce • GF is Cooler type campaign Manufacturer Retention, Recruitment and Attraction • Competing with surrounding cities • Freeway access is a big advantage over others like Buffalo • Hub for manufacturers — potential for cluster of supporting businesses Section 8 175 • City limitations — zoning and policies o Could be changed to accommodate businesses • Growth may be limited by space available Redevelopment • Monti Hill • Industrial Park Relationship Building • School and chamber • Schools and businesses • Clustering manufacturers Section 8 176 Individual Interviews Section 8 177 Dave Tombers, Nuclear Strategic Communications Xcel Energy What do you think the Monticello EDA has done well in the past one-two years? The City has done a good job of identifying needs for various types of business for example daycares. What do you view as the most exciting/potentially exciting development in Monticello? • Building both residential and commercial. Where do you think they should direct their marketing focus over the next two years? (Ex: redevelopment, business recruitment, workforce, etc.) • Business development recruiting. Are there things that they can do to help retain businesses? • Retaining doesn't seem to have been an issue but letting people know how great it is. • Communicate that 1-94 corridor no longer bottle neck. • Communicate that we're close enough to the big city but a great place to work and raise a family. It's 10-15 to everything you might need. • Fix the main drag. • Opportunity to develop the further east exit. Make it as attractive as 25. Are there things that they can do to help retain and attract workforce? • Attract more restaurants. • Remarket that 1-94 is a breeze — Not just a town to cruise past. • Swans (continue to take advantage of that natural phenomenon). • Anything you could need as far as shops. • Walking and hiking trails. • Corridor to the north. What do you see as Monticello's biggest strength? Biggest weakness? Strength — Carbon free energy source — right there in town. Two main exits in town. People are a strength. I've only met good people. Low crime. Dedicated to our community. People moved here with community in mind. Ownership in community. Well kept. Weakness — Not a lot of land to develop much more. Not a lot of opportunity in City limits. Seems limited. Main drag. Which employee sector is the most difficult to attract in terms of hiring for your business? (Indicate all that apply.) • Nuclear Utility doesn't usually see same workforce impacts — talent comes from other nuclear power plants and Navy. Section 8 178 Mary Barger, CEO Suburban Manufacturing What do you think the Monticello EDA has done well in the past one-two years? • The City has done a good job of marketing the loan programs that they offer. What do you view as the most exciting/potentially exciting development in Monticello? • Expansion of Suburban Manufacturing. The reason for expansion was a need for more land and the fact that the building flow wouldn't work for the process anymore. The EDA worked with us to reconfigure and build a retention pond. They were really great to work with on trading in our land and buying new land. The City and EDA worked really hard to make sure property worked for us. Where do you think they should direct their marketing focus over the next two years? (Ex: redevelopment, business recruitment, workforce, etc.) • Recruiting workforce Are there things that they can do to help retain businesses? • Assist with recruiting workforce Are there things that they can do to help retain and attract workforce? • Ease of transportation — connect the light rail from Big Lake or bus system from Maple Grove to Monticello whether by direction connection are partnering for shuttle system. • Add bike trails along Mississippi River • Promote Bertram Lakes — sports complex, mountain bike trails, cabins, beach • Doing more things like the new apartment buildings. • Marketing of Monticello more on social media • Redevelopment of downtown • Make Block E a destination for younger people What do you see as Monticello's biggest strength? Biggest weakness? Strength — location, diversity of people and industry of community. People are phenomenal - community willing to step up and help others. Weaknesses — Older perceptions of how the City is moving forward haven't been broken. Breaking down old thought processes. Which employee sector is the most difficult to attract in terms of hiring for your business? • Production workers, assemblers, machinists, sewing. Section 8 179 What tools are you currently using to recruit employees and which have you found to be the most successful? • Use indeed (and other tactics that she didn't want to share). What other tactics would help you be successful as a business? • Consolidate transportation support services — Local manufacturing companies use a lot of support systems in metro area. Requires trucks and drivers to drive into metro daily. • Ex: Take metal parts to be heat treated at a facility in Rogers) Other examples that are shared by local companies include power coating, anodizing. • Does this look like a route driver or target those companies to relocate to Monticello? Section 8 180 Don Tomann, CEO UMC What do you think the Monticello EDA has done well in the past one-two years? The EDA removed obstacles to UMC's expansion in Monticello. There was no way the alternate sites were going to work for expansion of UMC in Monticello. The EDA moved heaven and earth to make the site adjacent to UMC's existing facility available for our expansion. The EDA truly listened to our needs and found a way to align the opportunities within Monticello with those needs. What do you view as the most exciting/potentially exciting development in Monticello? I am (of course) most excited about UMC's expansion in Monticello. We now have the space to more than double the business and create several new high -skilled, well -paying manufacturing jobs. Every additional manufacturing job creates demand for additional jobs in supporting roles as well. All of the growth in local businesses and redevelopment of the downtown area is great for the area. The improvements to Bertram park, Montissippi, different city parks, the walking paths and nature based areas enhances the community. The housing development of all levels from apartment to single family homes to draw people into the Monticello community are vital for growth. Where do you think they should direct their marketing focus over the next two years? (Ex: redevelopment, business recruitment, workforce, etc.) • Workforce is our greatest challenge for the foreseeable future. Are there things that they can do to help retain businesses? Continue to invest in sustaining Monticello as a great place to work and live with well- maintained infrastructure and safe and secure neighborhoods, and advocate for business at the legislature level. Are there things that they can do to help retain and attract workforce? • College partnerships with the local schools. Anything they can do to help the schools/college come together for work release programs and college credits to align. What do you see as Monticello's biggest strength? The reliable, high-speed, and affordable internet service. The small town environment with lots of businesses, growth, and potential. We have a great school district to attract young families and then lots of community involvement. Monticello is a great access point off the freeway, which makes it convenient to get down to the cities if needed. There are so many parks and great real estate being on the river. Section 8 181 Biggest weakness? A 3 or 4 star hotel would be a great addition. Monticello is 30 minutes from the Cities, so trying to get Monticello on peoples radar as a place they want to go to is a challenge. What level of education will be most desired in your hiring over the next year to three years? Most important would be alignment with machinist education. We are a growing business and are looking for mechanically minded individuals. There are many opportunities. Which employee sector is the most difficult to attract in terms of hiring for your business? • Skilled machinists and mechanical/application engineers What tools are you currently using to recruit employees and which have you found to be the most successful? • Indeed and Linkedln Section 8 182 MySidewalk Report Section 8 183 City of Monticello Key Indicators for Workforce and Labor Market Conditions in Your Community 4W 1 W _ �i Understanding workforce conditions is a critical step to building a skilled workforce that spurs business competitiveness and economic growth. Labor market information guides community leaders as they strengthen career pathways and guide skill attainment for good jobs, economic opportunity, and career growth. The information contained in this report can be used to strategize, organize, and mobilize more efficient practices for the future. A focus on workforce solutions can position a community to attract businesses, retain companies already located in the community, and expand their economy. This report examines these key insights into the workforce and labor market in your community: • Labor -force in relation to jobs • Top industries and occupations • Employee wages • Educational attainment • Slack in the workforce What does the labor market look like in your community? Community leaders can begin to answer this question by assessing the current workforce and considering the strengths, opportunities, and challenges in the local community. Labor force, business expansion, and competitive wages are crucial to a robust workforce. What defines a community labor force and how does it relate to jobs? Economies benefit from skilled and mobile labor forces that respond quickly to changing business needs. The labor force is the number of people who are employed plus unemployed individuals who are looking for work. The labor pool does not include the discouraged jobless workers who aren't seeking employment. Labor Force Population 7,342 Monticello, MN 40,880 Maple Grove, MN 13,698 Elk River, MN Section 8 184 Unemployment Rate 2.8% Monticello, MN 2.7% Maple Grove, MN 2.6% Elk River. MN Sources: US Census Bureau ACS 5 -year 2016-2020 Number of jobs from 2002-2016 40,000 30,000 20,000 10,000 tll 0 0 0 2002 2004 2006 2008 Monticello, MN * Maple Grove, MN * Elk River, MN Sources: LODES Version 7.5 2010 2012 2014 Which industries and occupations define the community? Successful industries and high -demand occupations correspond with a thriving workforce. Economic development professionals often aim to build a workforce around target industries. The top three in your community, shown below, illustrate what currently dominates the workforce and provides insight into what kind of businesses and employees might relocate here. The following chart shows what the kind of work people do within those industries. Top 3 industries Education & Health Care people Monticello, MN 1,593 Maple Grove, MN 8,902 Elk River, MN 2,812 Manufacturing people Monticello, MN 1,540 Maple Grove, MN 6,270 Elk River, MN 2,329 Scientific & Professional people Monticello, MN 475 Maple Grove, MN 5,862 Elk River, MN 1,415 Sources: US Census Bureau ACS 5-year2016-2020 Section 8 185 Residents' Occupations 0 Monticello, MN 0 Maple Grove, MN 0 Elk River, MN Sources: US Census Bureau ACS 5 -year 2016-2020 Section 8 186 765 Management 5,822 1,311 174 Business and Finance 4,621 771 Computer and Mathematical 93 2,815 584 97 Architecture and Engineering 1,524 350 Life, Physical, and Social Science 83 553 58 Community and Social Service 156 769 63 Legal 14 N 306 83 Education, Training and Library2,375 1111111&�� 772 Arts, Design, Entertainment, Sports and Media 60 956 120 402 Health Diagnosis and Treating Practitioners 2,331 353 57 Health Technologist and Technicians 430 286 Healthcare Support 181 976 352 12 Fire Fighting and Prevention 174 83 Law Enforcement 12 122 143 510 Food Preparation and Serving 1,291 741 Building, Grounds Cleaning, and Maintenance656 177 180 Personal Care and Service WEM7.2 43 Sales 729 4,716 1,144 807 Office and Administrative Support 3,635 1,660 12 Farming, Fishing and Forestry 0 48 Construction and Extraction 407 942 833 Installation, Maintenance, and Repair WS24 40 Production 906 1,557 1,344 Transportation 236 908 480 Material Moving 500 NL 957 802 0 500 1,000 1,500 2,000 2,500 3,000 3,500 4,000 4,500 5,000 5,500 6,000 People 0 Monticello, MN 0 Maple Grove, MN 0 Elk River, MN Sources: US Census Bureau ACS 5 -year 2016-2020 Section 8 186 How are employees in your community being compensated? Competitive wages are crucial to a robust workforce. The chart below represents the wages that employers in your community are paying. According to the Census classification, high wage workers earn $3,333 per month or more. Medium wage workers earn more than $1,250 per month but less than $3,333 per month. Low wage workers are defined as workers earning $1,250 per month or less. Wage of Workers Monticello, MN Sources: EPA Smart Location Database 2010 0 Low Wage 0 Medium Wage 0 High Wage What skills can residents offer businesses? In a rapidly changing economy, the skill requirements of employers are constantly evolving. Workforce training and education programs must keep pace with the changing requirements in order to prepare students and workers for jobs in the short term and careers in the long term. Community leaders often look for ways to close skill gaps and address mismatches that exist between the supply of and demand for workers. Section 8 187 Bachelor's Degrees Received Computers/ Math/ Statistics 32 OEM1,374 281 101 Biology/ Agriculture/ Environmental Science 2,062 308 54 Physical and Related Science 780 143 247 Psychology 1,538 152 121 Social Science 2,366 131 123 Engineering 2,509 214 Multidisciplinary 10 243 13 Science and Engineering Business Education Literature and Language Liberal Arts and History Visual Performing Arts Communications 1 142 Other838 3244 0 1,000 People Monticello, MN 0 Maple Grove, MN 0 Elk River, MN Sources: US Census Bureau ACS 5 -year 2016-2020 Associates Degree 1,099 People Monticello, MN 5,258 People Maple Grove, MN 2,640 People Elk River, MN Sources: US Census Bureau ACS 5 -year 2016-2020 3,284 7,909 2,000 3,000 4,000 5,000 6,000 7,000 8,000 Some College, No Degree 1,675 People Monticello, MN 9,172 People Maple Grove, MN 4,300 People Elk River, MN Is your labor market slacking? "Slack" in the labor market means there are skilled workers currently not participating in the labor market or are overqualified for their current jobs. Measuring slack in the labor market reveals the quantity of unemployed labor resources in an area. The Regional Economic Diversity Index can be used to measure slack. The ratio of jobs to population in your community is compared to the average ratio of jobs to population in the region. Higher values of the index indicate greater deviation in labor market slack for your community from the regional average. Section 8 188 Regional economic diversity index 0.7 Monticello, MN 0.7 Maple Grove, MN 0.6 Elk River, MN Sources: US Census; LO S Version 7.5 2018 Economy Key Indicators Impacting the Economy in Your Community 70OW -0111 '40* 11 Al Knowledge of economic conditions is crucial when undertaking local development efforts, and employment indicators provide insight into these local economic conditions. Unemployment has a significant impact on the lives of millions of Americans and is connected to enormous social and economic costs. An IMF report`' from 2010 details stark long term repercussions: ...a loss in earnings not just today but persisting 15-20 years into the future, reduced life expectancy of 1 to 1.5 years, and lower academic achievement and earnings for their children. The official unemployment rate is only one part of the story, though. It is important to also take into consideration the other tools we have for analyzing labor market conditions including the following key economic indicators we've outlined in this report: • Employment • Employment Diversity • Labor Market Engagement • Labor Force • Educational Attainment Section 8 189 uIn • Employment Access • Percent Change in Number of Jobs • Job Growth When these factors are used together, we gain more useful insights into local labor markets and their impact on the daily lives of residents. Employment What is the employment rate in your community and how does that compare to other places? The employment rate shows what percent of the working age population (18-64) is employed. The employment rate does not suffer from the same underestimation problems as the official measure of unemployment, but instead provides a more comprehensive picture of labor market conditions by depicting how many working -age residents would be available for work if more jobs were present. For more context on the employment rate vs. r the traditional unemployment measure, read this Pew Research Center articleL. The national average employment rate is 70.47% according to the 2011-2015 ACS 5 -year estimates. *% Diff. shows the percentage increase or decrease as compared to the original geography. Sources: US Census Bureau ACS 5 -year 2016-2020 Employment Diversity How diverse are occupations in your community and how does that compare to other places? Employment diversity, or the variability of occupations within the job market, can often promote local economic stability. The employment entropy index is expressed as values between 0 and 1. Values closer to 1 indicate a higher level of employment diversity, while values closer to 0 indicate a lack of employment diversity and fewer employment opportunities. *% Diff. shows the percentage increase or decrease as compared to the original geography. Sources: LODES Version 7.5 2018 Section 8 190 Employment Industry by Home Location Scientific & Professional Education & Health Care 6,270 8,902 637 Arts, Food, and Entertainment 1,961 915 118 Public Administration 807 562 472 Other Services 1,586 586 0 1,000 2,000 3,000 4,000 5,000 6,000 7,000 8,000 9,000 People 0 Monticello, MN 0 Maple Grove, MN 0 Elk River, MN Sources: US Census Bureau ACS S -year 2016-2020 Labor Market Engagement How engaged are residents in your community's local labor market? The labor market engagement index' (LMEI) measures how engaged residents are in the local labor market. The LMEI is calculated using a formula provided by U.S. Department of Housing and Urban Development, and is based on the level of employment, labor force participation, and educational attainment (percent with a bachelor's degree or higher) in a geography. The value displayed is the national percentile ranking, higher scores are better. Labor Market Engagement Index %2 Monticello, MN 96 Maple Grove, MN 78 Elk River, MN Section 8 191 174 Agriculture, Fishing, and Mining 240 F, 500 Construction 1,454 1,332 - 1,540 Manufacturing 2,329 - 330 Wholesale Trade 1,792 _ 453 Retail Trade 828 4,040 1,467 Transportation 235 1,203 564 22 Information 699 46 206 Finance & Insurance 4,896 776 Scientific & Professional Education & Health Care 6,270 8,902 637 Arts, Food, and Entertainment 1,961 915 118 Public Administration 807 562 472 Other Services 1,586 586 0 1,000 2,000 3,000 4,000 5,000 6,000 7,000 8,000 9,000 People 0 Monticello, MN 0 Maple Grove, MN 0 Elk River, MN Sources: US Census Bureau ACS S -year 2016-2020 Labor Market Engagement How engaged are residents in your community's local labor market? The labor market engagement index' (LMEI) measures how engaged residents are in the local labor market. The LMEI is calculated using a formula provided by U.S. Department of Housing and Urban Development, and is based on the level of employment, labor force participation, and educational attainment (percent with a bachelor's degree or higher) in a geography. The value displayed is the national percentile ranking, higher scores are better. Labor Market Engagement Index %2 Monticello, MN 96 Maple Grove, MN 78 Elk River, MN Section 8 191 Labor Force How many residents over the age of 16 in your community are employed vs. unemployed? Labor force participation displays the number of residents over 16 who are either employed or unemployed and have been actively looking for a job in the past 4 weeks at the time of the survey (the reference week). Labor force participation is often used as a local labor market and economic health indicator. It helps us understand if there are adequate employment opportunities for residents. This section also shows the total number of unemployed and employed persons 16 and over. This information is useful for understanding the overall employment status of an area. The Census Bureau rr 'provides a definition for unemployed persons: Civilians 16 years old and over are classified as unemployed if they (1) were neither "at work" nor "with a job but not at work" during the reference week, and (2) were actively looking for work during the last 4 weeks, and (3) were available to accept a job Participation in Labor Force In Labor Force Not in Labor Force 14,951 5,304 0 5,000 10,000 15,000 20,000 25,000 30,000 35,000 People Monticello, MN 0 Maple Grove, MN 0 Elk River, MN Sources: US Census Bureau ACS 5 -year 2016-2020 Employment Status Total Employed Total Unemployed 40,000 0% 5% 10% 15% 20% 25% 30% 35% 40% 45% 50% 55% People per capita Monticello, MN 0 Maple Grove, MN 0 Elk River, MN Sources: US Census Bureau ACS 5 -year 2016-2020 Educational Attainment What is the educational attainment of residents in your community? The Census Bureau Z, provides a useful definition of educational attainment: 40,880 The highest level of education completed in terms of the highest degree or the highest level of schooling completed for the resident population 25 years and over Although not directly correlated across all demographic groups, higher levels of educational attainment tend to be associated with higher wage employment. Section 8 192 Educational Attainment 0 Monticello, MN 0 Maple Grove, MN 0 Elk River, MN Sources: US Census Bureau ACS 5 -year 2016-2020 Time Series: Educational Attainment - Bachelor's Degree 25,000 20,000 • 15,000 10,000 5,000 r CL 6 0 1990 1995 2000 2005 2010 2015 2020 0 Monticello, MN * Maple Grove, MN * Elk River, MN Sources: US Census Bureau; US Census Bureau ACS 5 -year Employment Access • • How accessible are jobs in your community? The employment access index gives a more accurate measure of job access (and thus a better understanding of employment opportunities) in an area than a simple employment density measure. The index is a distance (accessibility) weighted representation of how many jobs are available to each household within an area. *% Diff. shows the percentage increase or decrease as compared to the original geography. Section 8 193 Less than 9th Grade 1266 424 356 866 9th to 12th Grade, No Diploma 592 765 3,021 High School Degree 7,263 4,584 1,675 Some College No Degree 9,172 4,300 1,099 Associates Degree 5,258 2,640 1,293 Bachelor's Degree 17,301 2,914 527 Graduate Degree 9,743 1,019 0 2,000 4,000 6,000 8,000 10,000 12,000 14,000 16,000 18,000 People 0 Monticello, MN 0 Maple Grove, MN 0 Elk River, MN Sources: US Census Bureau ACS 5 -year 2016-2020 Time Series: Educational Attainment - Bachelor's Degree 25,000 20,000 • 15,000 10,000 5,000 r CL 6 0 1990 1995 2000 2005 2010 2015 2020 0 Monticello, MN * Maple Grove, MN * Elk River, MN Sources: US Census Bureau; US Census Bureau ACS 5 -year Employment Access • • How accessible are jobs in your community? The employment access index gives a more accurate measure of job access (and thus a better understanding of employment opportunities) in an area than a simple employment density measure. The index is a distance (accessibility) weighted representation of how many jobs are available to each household within an area. *% Diff. shows the percentage increase or decrease as compared to the original geography. Section 8 193 Sources: US HUD & DOT LAI V2.0 2012 Percent Change in the Number of Jobs By what percent has the number of jobs changed between 2005 and 2015 in your community and how does that compare to changes in other places? This data shows the percent change in the number of jobs from 2005 to 2015. This dataset represents the number of jobs where the jobs are actually located (i.e., the location displayed is the location of the actual workplace, rather than the location of the home of the person who holds said job). The percent change in the number of jobs captures long-term employment dynamics in a particular area. *% Diff. shows the percentage increase or decrease as compared to the original geography. Sources: LODES Version 7.5 Difference 2019-2009 Understanding Livability in your City Livability data is important for fully understanding the inner workings of a community. Crime, income levels, access to food, air quality, and walkability are all factors that will often determine the economic health and stability of a place. This report is designed to help you better understand the livability in your community or project area. How walkable is your community? Section 8 194 Walkability is a measure used to indicate the ease of pedestrian travel in an area. Scores start out at 1 and go up to 20, with scores closer to 1 indicating lower walkability and scores closer to 20 indicating higher walkability. Once you know which areas of your community are walkable and which are struggling, you can make more informed decisions about what kind of pedestrian improvements are needed and where. The EPA Walkability Index is a nationwide geographic data resource that ranks block groups according to their r relative walkability. For more information review the EPA documentation herer . *% Diff. shows the percentage increase or decrease as compared to the original geography. Sources: EPA 2012 What is the air quality in your community? The Respiratory Hazard Index shows the risks for air toxins associated with adverse health effects in an area. Respiratory Hazard Index numbers at or below 1 represent a normal, acceptable risk over a lifetime, while an Index of 1 or above means further monitoring is needed to determine if the pollutant levels will cause non - cancer adverse health effects. This information is useful for assessing the overall air quality of an area. The data used to compile this template were created using information from the EPA's 2011 NATA ambient concentration, exposure concentration, and risk estimates. For additional information, please review the 2011 National Air Toxics Assessment U. *% Diff. shows the percentage increase or decrease as compared to the original geography. Sources: EPA NATA 2014 How equitable is your community's local economy? The Gini Index is a statistical measure of income inequality ranging from 0 to 1. According to the U.S. Census Bureau, "A measure of 1 indicates perfect inequality, i.e., one household having all the income and the rest having none. A measure of 0 indicates perfect equality, i.e., all households having an equal share of income" (source). It is the most commonly referenced index of income concentration and inequality, and can be useful for assessing the relative income inequality in an area. Section 8 195 *% Diff. shows the percentage increase or decrease as compared to the original geography. Sources: US Census Bureau ACS 5 -year 2016-2020 How accessible is healthy food in your community? The USDA Food Access Research Atlas identifies people with low access to healthy food as those who live far from a supermarket, supercenter, or large grocery store. This information is used to determined which areas qualify as food deserts, which the USDA defines as a census tract where more than 500 residents (or 33% of that tract's total population) struggle to access healthy food and 20% or more of residents live below the poverty line. People with Low Access to Food - 8,683.2 Half Mile 54,175.6 19,039.7 3,229.1 1 Mile 37,007.6 12,809.7 0 10 Miles 0 0 0 20 Miles 0 0 0 5,000 10,000 15,000 20,000 25,000 30,000 35,000 40,000 45,000 50,000 55,000 People 0 Monticello, MN 0 Maple Grove, MN Elk River, MN Sources: USDA ERS 2015 People with Low Access to Healthy Food Monticello, MN Sources: USDA ERS 2015 Section 8 196 Half Mile 1 Mile 10 Miles 20 Miles How affordable is it to live in your community? The location affordability measure is a combination of two data points: the percentage of income spent of housing and the percentage of income spent on transportation. The percent of income spent on housing and transportation indicates overall location affordability for a median or low income household. For the combined measure, a value of 100% describes an area in which a household spends 100% of their income on housing and transportation. Location Affordability for a Median Income Households and Families Percent of Income Spent on Housing and Transportation - Median Income Families % Diff." Monticello, MN 50.9% Maple Grove, MN 53.5% t 5.1% Elk River, MN 51.8% t 1.8% Percent of Income Spent on Housing - Median Income Families % Diff." Monticello, MN 28.9% Maple Grove, MN 32.6% t 12.8% Elk River, MN 29.5% t 2.1% Percent of Income Spent on Transportation - Median Income Families % Diff." Monticello, MN 22% Maple Grove, MN 20.9% 44.9% Elk River, MN 22.3% t 1.3% Sources: US HUD & DOT LAI V2.0 2012 Location Affordability for a Very Low Income Resident Percent of Income Spent on Housing and Transportation - Low Income Individuals % Diff.` Monticello, MN 155.3% Maple Grove, MN 178.6% t 15% Elk River, MN 175.9% t 13.3% Percent of Income Spent on Housing - Low Income Individuals % Diff.• Monticello, MN 89.1% Maple Grove, MN 118% t 32.5% Elk River, MN 108.9% t 22.2% Percent of Income Spent on Transportation - Low Income Individuals % Diff.' Monticello, MN 66.2% Maple Grove, MN 60.6% 48.5% Elk River, MN 67% t 1.2% Sources: US HUD & DOT LAI V2.0 2012 What is the crime rate in your community? (Contact mySidewalk to upload your local data) This dataset displays locally reported crime data from select law enforcement agencies across the United States. The values represent the count of locally reported crimes in 2015 as reported by respective law enforcement agencies. This information allows you to identify high and low crime areas. Sources: FBI UCR 2015; US Census Bureau ACS 5 -year 2016-2020 Crimes by Type Rape §25 Arson 0 Vehicle Theft _ 68 Larceny 1,551 Burglary — 112 Property Crime 1,731 Aggravated Assault - 62 Robbery 18 Murder 2 Violent _ 97 Rape (legacy definition) 0 200 400 600 800 1,000 1,200 1,400 1,600 1,800 Offenses 0 Wright County, MN Sources: FBI UCR 2015 ®O©O Empowered by mvSidewalk Terms of Use Section 8 198 Esr'l* Business Analyst Section 8 199 COMMUNITY PROFILE 12,197 1.1 % 2.60 29.6 34.8 $73,416 $237,953 $160,939 28.1% 61.4% 9.4% Population Population Average Diversity Median Median Median Median Net Under 18 Ages 18-65 Aged 66+ Total Growth HH Size Index Age HH Income Home Value Worth Mortgage as Percent of Salary Age Profile: 5 Year Increments 20 16 12 8 4 0 <10 10-14 15-19 20-24 25-29 30-34 35-39 40-49 50+ Home Value 20 10 01 <$50,000 $150,000 $250,000 $400,000 $750,000 $1,000,000+ Household Income 10 0' <$15,000 O esili THE SCIENCE OF WHERE' 4 $35,000 $75,000 $150,000 $200,000+ 8 6 4 2 0 2 4 6 8 Dots show comparison to 0 • KQ/ r 13.5% 30.8% 55.8% Services Blue Collar White Collar Home Ownership 0 Owner 0 Renter 0 Vacant Educational Attainment Housing: Year Built 0 <1939 0 1940-49 0 1950-59 0 1960-69 01970-79 01980-89 0 1990-99 02000-09 02010-13 02014+ Commute Time: Minutes 10 < 9th Grade 0 No Diploma 0 <5 05-9 1010-14 0 HS Diploma 0 GED 015-19 020-24 025-29 0 Some College 40 Assoc Degree 030-34 1035-39 040-44 0 Bach Degree 0 Grad Degree 0 45-59 060-89 090+ Source: U.S. Census Bureau, Census 2010 Summary File 1. Esri forecasts for 2021 and 2026. Version 1.2 COMMUNITY PROFILE 35,207 1.5% 2.86 25.9 34.2 $82,987 $239,802 $219,680 29.2% 61.5% 8.2% Population Population Average Diversity Median Median Median Median Net Under 18 Ages 18-65 Aged 66+ Total Growth HH Size Index Age HH Income Home Value Worth 20 10 0 <10 10-14 15-19 20-24 25-29 30-34 35-39 40-49 50+ Home Value Mortgage as Percent of Salary 20 10 01 <$50,000 $150,000 $250,000 $400,000 $750,000 $1,000,000+ Household Income 20 10 0 <$15,000 O esili THE SCIENCE OF WHERE' ■ $35,000 $75,000 $150,000 $200,000+ Age Profile: 5 Year Increments 8 6 4 2 0 2 4 6 8 Dots show comparison to ra 13.4% 27.3% 59.3% Services Blue Collar White Collar Home Ownership 0 Owner 0 Renter 0 Vacant Educational Attainment 16 60 F *-. Housing: Year Built 0 <1939 0 1940-49 0 1950-59 0 1960-69 01970-79 01980-89 0 1990-99 02000-09 02010-13 02014+ Commute Time: Minutes 10 < 9th Grade 0 No Diploma 0 <5 05-9 010-14 0 HS Diploma 0 GED 015-19 020-24 025-29 0 Some College 40 Assoc Degree 030-34 035-39 040-44 0 Bach Degree 0 Grad Degree 045-59 0 60-89 090+ Source: U.S. Census Bureau, Census 2010 Summary File 1. Esri forecasts for 2021 and 2026. Version 1.2 COMMUNITY PROFILE 90,836 1.5% 2.89 23.4 34.7 $94,633 $267,540 $271,143 28.5% 61.8% 8.7% Population Population Average Diversity Median Median Median Median Net Under 18 Ages 18-65 Aged 66+ Total Growth HH Size Index Age HH Income Home Value Worth 20 10 0 <10 10-14 15-19 20-24 25-29 30-34 35-39 40-49 50+ Home Value Mortgage as Percent of Salary 20 10 01 <$50,000 $150,000 $250,000 $400,000 $750,000 $1,000,000+ Household Income 30 20 10 0 <$15,000 O esili THE SCIENCE OF WHERE' $35,000 $75,000 $150,000 $200,000+ Age Profile: 5 Year Increments 8 6 4 2 0 2 4 6 8 Dots show comparison to 0 • rej rr, 12.3% 26.0% 61.7% Services Blue Collar White Collar Home Ownership Housing: Year Built 0 Owner 0 Renter 0 Vacant ID <1939 0 1940-49 0 1950-59 0 1960-69 01970-79 01980-89 0 1990-99 02000-09 02010-13 02014+ Educational Attainment Commute Time: Minutes 14, tIA-0000 4a*bbWA &N 1!! W�w 0 < 9th Grade 0 No Diploma 0 <5 05-9 010-14 0 HS Diploma 0 GED 015-19 020-24 025-29 0 Some College 0 Assoc Degree 030-34 035-39 040-44 0 Bach Degree 0 Grad Degree 045-59 060-89 090+ Source: U.S. Census Bureau, Census 2010 Summary File 1. Esri forecasts for 2021 and 2026. Version 1.2 Esr'lo Tapestry Data .i: i ''i 'ice .'rcii.':..:N: ':� TAPESTRY SEGMENTATION The Fabric of America's Neighborhoods Key Facts $237,953 Median Home Value 8% 6% 3.2 Home Value to Income Ratio A& ECE $73,416 Median HH Income 34.8 4,669 Median Age Households Age Profile Education 8% No HS Diploma A 36% Some College .A 34% HS Graduate rITIVan 22% Degree or Higher 2% 2% of o� ,�� 0 ,ya ti0 ,�' �o ➢P � ,,,oh� o0 oa oh m0 ��. �o 10w°` 41 y,h �o Dots show comparison to Households By Income The largest group: $100,000 - $149,999 (23.2%) The smallest group: $200,000+ (3.4%) Indicator ♦ Value Diff <$15,000 6.4% +1.0% $15,000 - $24,999 7.1% +3.6% $25,000 - $34,999 4.2% +0.5% $35,000 - $49,999 11.6% +1.8% $50,000 - $74,999 21.7% +4.2% $75,000 - $99,999 14.9% -0.5% $100,000 - $149,999 23.2% -2.6% $150,000 - $199,999 7.6% -4.5% $200,000+ 3.4% -3.4% Bars show deviation from Monticello, Minnesota • Monticello Tapestry Segments Big Lake Up and Coming 40.5% Families of Households $ 1,892 households Middleburg 24.1% u �r 1,125 households of Households -� Old and Newcomers 13.5% u 628 households of Households This infographic contains data provided by Esri. The vintage of the data is 2021. © 2022 Esri �esri® THE SCIENCE OF WHERE- .h i ' 'i 'ice 'r ii.':i..: ii. TAPESTRY -0.6% $15,000 - $24,999 5.1% +1.6% $25,000 - $34,999 SEGMENTATION +0.4% The Fabric of America's Neighborhoods Key Facts $239,802 Median Home Value 8% 6% 2.9 Home Value to Income Ratio $82,987 Median HH Income 34.2 121224 Median Age Households Age Profile Education 1*1 7% 32% No HS Diploma HS Graduate A 36% 26% Some College Degree or Higher 2% of �. .' ti ti � 10 y,h to e e wo 111 41 Dots show comparison to Households By Income The largest group: $100,000 - $149,999 (26.0%) The smallest group: $25,000 - $34,999 (4.1 %) Indicator ♦ Value Diff <$15,000 4.8% -0.6% $15,000 - $24,999 5.1% +1.6% $25,000 - $34,999 4.1% +0.4% $35,000 - $49,999 9.7% -0.1% $50,000 - $74,999 20.3% +2.8% $75,000 - $99,999 15.5% +0.1% $100,000 - $149,999 26.0% +0.2% $150,000 - $199,999 8.7% -3.4% $200,000+ 5.8% -1.0% Bars show deviation from Monticello, Minnesota 0 Maple Lake Mel uge SHERBURNE Buffalo Tapestry Segments Up and Coming 46.2% lop Families of Households 5,642 households V,7Middleburg 21.6% V4,1457 2,645 households of Households 4 ' ' Workday Drive 10.4% 1,273 households of Households This infographic contains data provided by Esri. The vintage of the data is 2021. © 2022 Esri Elk Rive v v v 4jesri THE SCIENCE OF WHERE TAPESTRY SEGMENTATION Key Facts $267,540 $94,633 Median Home Value Median HH Income 2.8 Home Value to Income Ratio 34.7 311100 Median Age Households Age Profile 8% 6 C N U a) 4% 0- 2% 2% Education .A 5% 29% No HS Diploma HS Graduate J A 35% 30% Some College Degree or Higher Monticello, Minnesota ss: 0 ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ Tapestry Segments o% ,o ,h ,yo 101111,0 3h to �h y yh to th Up and Coming Families Dots show comparison to • • $ 11 008 households Households By Income The largest group: $100,000 - $149,999 (28.6%) The smallest group: $15,000 - $24,999 (3.7%) Indicator ♦ Value Diff <$15,000 4.1% -1.3% $15,000 - $24,999 JJW 3.7% +0.2% $25,000 - $34,999 4.1% +0.4% $35,000 - $49,999 8.6% -1.2% $50,000 - $74,999 17.4% -0.1% $75,000 - $99,999 14.7% -0.7% $100,000 - $149,999 28.6% +2.8% $150,000 - $199,999 11.4% -0.7% $200,000+ 7.5% +0.7% Bars show deviation from Workday Drive 1. 7,593 households Middleburg %01124PF 4,658 households This infographic contains data provided by Esri. The vintage of the data is 2021. © 2022 Esri Rlv-, F SZ.+10 eel 35.4% u of Households 24.4% u of Households 15.0% u of Households �esri® THE SCIENCE OF WHERE- TARGET MARKET SUMMARY Monticello, Minnesota Drive time of 5 minutes KEY FACTS 12,197 Population $73,416 Median Household Income esriThis infographic contains data provided by Esri, Esri and Bureau of Labor Statistics, Esri and GfK MRI. The vintage of the data is 2021, 2026. THE SCIENCE OF WHERE © 2022 Esri AGE PYRAM I D 8% 6 4 2 The largest group: 2021 Males Age 5-9 0 2 4 6 8% The smallest group: 2021 Males Age 85+ ANNUAL LIFESTYLE SPENDING $2,329 Travel $69 Theatre/Operas/Concerts • • $93 to $58 Movies/Museums/ Parks Sports Events $6 Online Games Tapestry Segments n-- $106 4 0 Audio Up and Coming Families 40.5% v 1,892 households of Households Middleburg 24.1% v 1,125 households of Households Old and Newcomers 13.5% u 628 households of Households TARGET MARKET SUMMARY Monticello, Minnesota Drive time of 10 minutes KEY FACTS 35,207 Population $82,987 Median Household Income esriThis infographic contains data provided by Esri, Esri and Bureau of Labor Statistics, Esri and GfK MRI. The vintage of the data is 2021, 2026. THE SCIENCE OF WHERE © 2022 Esri AGE PYRAM I D 8% 6 4 2 The largest group: 2021 Males Age 5-9 0 2 4 6 8% The smallest group: 2021 Males Age 85+ ANNUAL LIFESTYLE SPENDING $2,672 Travel $79 Theatre/Operas/Concerts • • $106 1p. $68 Movies/Museums/ Parks Sports Events $7 Online Games egments n-- $121 4 0 Audio Up and Coming Families 46.2% v 5,642 households of Households Middleburg 21.6% v 2,645 households of Households Workday Drive 10.4% u 1,273 households of Households TARGET MARKET SUMMARY Monticello, Minnesota Drive time of 15 minutes KEY FACTS 90,836 Population $94,633 Median Household Income esriThis infographic contains data provided by Esri, Esri and Bureau of Labor Statistics, Esri and GfK MRI. The vintage of the data is 2021, 2026. THE SCIENCE OF WHERE © 2022 Esri AGE PYRAM I D 8% 6 4 2 The largest group: 2021 Males Age 5-9 0 2 4 6 8% The smallest group: 2021 Males Age 85+ ANNUAL LIFESTYLE SPENDING $2,963 Travel $89 Theatre/Operas/Concerts • • $114 1p. $77 Movies/Museums/ Parks Sports Events $7 Online Games egments n-- $131 4 0 Audio Up and Coming Families 35.4% v 11,008 households of Households Workday Drive 24.4% v 7,593 households of Households Middleburg 15.0% u 4,658 households of Households • esri5 - - - Monticello, Minnesota Drive Time: 5 minute radius Top Twenty Tapestry Segments Rank Tapestry Segment 1 Up and Coming Families (7A) 2 Middleburg (4C) 3 Old and Newcomers (8F) 4 Metro Fusion (11C) 5 Workday Drive (4A) Subtotal 6 Home Improvement (413) Subtotal Total Top Ten Tapestry Segments Site vs. U.S. Home Improvement (41B) Workday Drive (4A) Metro Fusion (11C) Old and Newcomers (81F) Middleburg (4C) Up and Coming Families (7A) 2021 Households Cumulative Percent Percent 40.5% 40.5% 24.1% 64.6% 13.5% 78.1% 11.5% 89.6% 7.5% 97.1% 97.1% 2.9% 100.0% 2.9% 100.0% Prepared by Esri Latitu. Longitude: -93.79428 2021 U.S. Households Cumulative Percent Percent 2.6% 2.6% 3.0% 5.6% 2.3% 7.9% 1.4% 9.3% 3.0% 12.3% 12.3% 1.7% 13.9% 1.7% 13.9% Index 1552 811 585 820 253 ■ Site ■ U.S. 172 717 0 5 10 15 20 25 30 35 40 Percent of Households by Tapestry Segment Data Note: This report identifies neighborhood segments in the area, and describes the socioeconomic quality of the immediate neighborhood. The index is a comparison of the percent of households or Total Population 18+ in the area, by Tapestry segment, to the percent of households or Total Population 18+ in the United States, by segment. An index of 100 is the US average. Source: Esri April 14, 2022 Section 8 1110 ©2022 Esri Page 1 of 18 14C 14A 13D 13B 12D 12B 11E 11C 11A IOD 10B 9F 9D 9B 8G c E 8E rn a) 8C b 8A U) v m 7E H 7C 7A 6E 6C 6A 5D 5B 4C 4A 3B 2D 2B 1E 1C 1A • esri5 - - - Monticello, Minnesota Drive Time: 5 minute radius 2021 Tapestry Indexes by Households Index 0 200 400 600 800 1,000 1,200 1,400 Prepared by Esri Latitu. Longitude: -93.79428 2021 Tapestry Indexes by Total Population 18+ Index 0 200 400 600 800 1,000 1,200 1,400 14C 14A 13D 13B 12D 12B 11E 11C 11A 10D 10B 9F 9D 9B Ln 8G c E 8E m 8C 8A U) v 7E H 7C 7A 6E 6C 6A 5D 5B 4C 4A 3B 2D 2B 1E 1C 1A Data Note: This report identifies neighborhood segments in the area, and describes the socioeconomic quality of the immediate neighborhood. The index is a comparison of the percent of households or Total Population 18+ in the area, by Tapestry segment, to the percent of households or Total Population 18+ in the United States, by segment. An index of 100 is the US average. Source: Esri Section 8 1111 ©2022 Esri April 14, 2022 Page 2 of 18 • esri5 - - - Monticello, Minnesota Drive Time: 5 minute radius Tapestry LifeMode Groups Total: 1. Affluent Estates Top Tier (1A) Professional Pride (113) Boomburbs (1C) Savvy Suburbanites (1D) Exurbanites (1E) 2. Upscale Avenues Urban Chic (2A) Pleasantville (2B) Pacific Heights (2C) Enterprising Professionals (2D) 3. Uptown Individuals Laptops and Lattes (3A) Metro Renters (313) Trendsetters (3C) 4. Family Landscapes Workday Drive (4A) Home Improvement (413) Middleburg (4C) S. GenXurban Comfortable Empty Nesters (5A) In Style (513) Parks and Rec (5C) Rustbelt Traditions (5D) Midlife Constants (5E) 6. Cozy Country Living Green Acres (6A) Salt of the Earth (6B) The Great Outdoors (6C) Prairie Living (6D) Rural Resort Dwellers (6E) Heartland Communities (6F) 7. Sprouting Explorers Up and Coming Families (7A) Urban Villages (713) Urban Edge Families (7C) Forging Opportunity (7D) Farm to Table (7E) Southwestern Families (7F) Prepared by Esri LatitL Longitude: -93.79428 Data Note: This report identifies neighborhood segments in the area, and describes the socioeconomic quality of the immediate neighborhood. The index is a comparison of the percent of households or Total Population 18+ in the area, by Tapestry segment, to the percent of households or Total Population 18+ in the United States, by segment. An index of 100 is the US average. Source: Esri April 14, 2022 Section 8 1 112 ©2022 Esri Page 3 of 18 2021 Households 2021 Adult Population Number Percent Index Number Percent Index 4,669 100.0% 8,768 100.0% 0 0.00/0 0 0 0.00/0 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.00/0 0 0 0.00/0 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.00/0 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 1,612 34.5% 452 3,218 36.7% 460 351 7.5% 253 780 8.9% 279 136 2.9% 172 297 3.4% 185 1,125 24.1% 811 2,141 24.4% 822 0 0.00/0 0 0 0.00/0 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.00/0 0 0 0.00/0 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 1,892 40.5% 563 3,630 41.4% 495 1,892 40.5% 1,552 3,630 41.4% 1,498 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 Data Note: This report identifies neighborhood segments in the area, and describes the socioeconomic quality of the immediate neighborhood. The index is a comparison of the percent of households or Total Population 18+ in the area, by Tapestry segment, to the percent of households or Total Population 18+ in the United States, by segment. An index of 100 is the US average. Source: Esri April 14, 2022 Section 8 1 112 ©2022 Esri Page 3 of 18 • esri5 - - - Monticello, Minnesota Drive Time: 5 minute radius Prepared by Esri Latitu. Longitude: -93.79428 Tapestry LifeMode Groups 2021 Households 2021 Adult Population Number Percent Index Number Percent Index Total: 4,669 100.0% 8,768 100.0% S. Middle Ground 628 13.5% 125 1,017 11.6% 116 City Lights (8A) 0 0.0% 0 0 0.0% 0 Emerald City (8B) 0 0.0% 0 0 0.0% 0 Bright Young Professionals (8C) 0 0.0% 0 0 0.0% 0 Downtown Melting Pot (8D) 0 0.0% 0 0 0.0% 0 Front Porches (8E) 0 0.0% 0 0 0.0% 0 Old and Newcomers (8F) 628 13.5% 585 1,017 11.6% 586 Hometown Heritage (8G) 0 0.0% 0 0 0.0% 0 9. Senior Styles 0 0.00/0 0 0 0.00/0 0 Silver & Gold (9A) 0 0.0% 0 0 0.0% 0 Golden Years (9B) 0 0.0% 0 0 0.0% 0 The Elders (9C) 0 0.0% 0 0 0.0% 0 Senior Escapes (9D) 0 0.0% 0 0 0.0% 0 Retirement Communities (9E) 0 0.0% 0 0 0.0% 0 Social Security Set (9F) 0 0.0% 0 0 0.0% 0 10. Rustic Outposts 0 0.00/0 0 0 0.00/0 0 Southern Satellites (10A) 0 0.0% 0 0 0.0% 0 Rooted Rural (10B) 0 0.0% 0 0 0.0% 0 Economic Bed Rock (10C) 0 0.0% 0 0 0.0% 0 Down the Road (10D) 0 0.0% 0 0 0.0% 0 Rural Bypasses (10E) 0 0.0% 0 0 0.0% 0 11. Midtown Singles 537 11.50/0 187 903 10.3% 190 City Strivers (11A) 0 0.0% 0 0 0.0% 0 Young and Restless (11B) 0 0.0% 0 0 0.0% 0 Metro Fusion (11C) 537 11.5% 820 903 10.3% 789 Set to Impress (11D) 0 0.0% 0 0 0.0% 0 City Commons (11E) 0 0.0% 0 0 0.0% 0 12. Hometown 0 0.00/0 0 0 0.00/0 0 Family Foundations (12A) 0 0.0% 0 0 0.0% 0 Traditional Living (12B) 0 0.0% 0 0 0.0% 0 Small Town Simplicity (12C) 0 0.0% 0 0 0.0% 0 Modest Income Homes (12D) 0 0.0% 0 0 0.0% 0 13. Next Wave 0 0.00/0 0 0 0.00/0 0 Diverse Convergence (13A) 0 0.0% 0 0 0.0% 0 Family Extensions (13B) 0 0.0% 0 0 0.0% 0 NeWest Residents (13C) 0 0.0% 0 0 0.0% 0 Fresh Ambitions (13D) 0 0.0% 0 0 0.0% 0 High Rise Renters (13E) 0 0.0% 0 0 0.0% 0 14. Scholars and Patriots 0 0.00/0 0 0 0.00/0 0 Military Proximity (14A) 0 0.0% 0 0 0.0% 0 College Towns (14B) 0 0.0% 0 0 0.0% 0 Dorms to Diplomas (14C) 0 0.0% 0 0 0.0% 0 Unclassified (15) 0 0.0% 0 0 0.0% 0 Data Note: This report identifies neighborhood segments in the area, and describes the socioeconomic quality of the immediate neighborhood. The index is a comparison of the percent of households or Total Population 18+ in the area, by Tapestry segment, to the percent of households or Total Population 18+ in the United States, by segment. An index of 100 is the US average. Source: Esri April 14, 2022 Section 8 1113 ©2022 Esri Page 4 of 18 • esri5 - - - Monticello, Minnesota Drive Time: 5 minute radius Tapestry Urbanization Groups Total: 1. Principal Urban Center Laptops and Lattes (3A) Metro Renters (3B) Trendsetters (3C) Downtown Melting Pot (8D) City Strivers (11A) NeWest Residents (13C) Fresh Ambitions (13D) High Rise Renters (13E) 2. Urban Periphery Pacific Heights (2C) Rustbelt Traditions (5D) Urban Villages (7B) Urban Edge Families (7C) Forging Opportunity (7D) Southwestern Families (7F) City Lights (8A) Bright Young Professionals (8C) Metro Fusion (11C) Family Foundations (12A) Modest Income Homes (12D) Diverse Convergence (13A) Family Extensions (13B) 3. Metro Cities In Style (5B) Emerald City (8B) Front Porches (8E) Old and Newcomers (8F) Hometown Heritage (8G) Retirement Communities (9E) Social Security Set (9F) Young and Restless (11B) Set to Impress (11D) City Commons (11E) Traditional Living (12B) College Towns (14B) Dorms to Diplomas (14C) Prepared by Esri Latitu. Longitude: -93.79428 Data Note: This report identifies neighborhood segments in the area, and describes the socioeconomic quality of the immediate neighborhood. The index is a comparison of the percent of households or Total Population 18+ in the area, by Tapestry segment, to the percent of households or Total Population 18+ in the United States, by segment. An index of 100 is the US average. Source: Esri Section 8 1114 ©2022 Esri April 14, 2022 Page 5 of 18 2021 Households 2021 Adult Population Number Percent Index Number Percent Index 4,669 100.0% 8,768 100.0% 0 0.00/0 0 0 0.00/0 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 537 11.5% 70 903 10.3% 59 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 537 11.5% 820 903 10.3% 789 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 628 13.5% 74 1,017 11.6% 69 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 628 13.5% 585 1,017 11.6% 586 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 Data Note: This report identifies neighborhood segments in the area, and describes the socioeconomic quality of the immediate neighborhood. The index is a comparison of the percent of households or Total Population 18+ in the area, by Tapestry segment, to the percent of households or Total Population 18+ in the United States, by segment. An index of 100 is the US average. Source: Esri Section 8 1114 ©2022 Esri April 14, 2022 Page 5 of 18 • esri5 - - - Monticello, Minnesota Drive Time: 5 minute radius Prepared by Esri Latitu. Longitude: -93.79428 Tapestry Urbanization Groups 2021 Households 24.1% 2021 Adult Population 2,141 24.4% Number Percent Index Number Percent Index Total: 4,669 100.0% 0 8,768 100.0% 0 4. Suburban Periphery 2,379 51.00/0 159 4,707 53.7% 164 Top Tier (1A) 0 0.0% 0 0 0.0% 0 Professional Pride (1B) 0 0.0% 0 0 0.0% 0 Boomburbs (1C) 0 0.0% 0 0 0.0% 0 Savvy Suburbanites (1D) 0 0.0% 0 0 0.0% 0 Exurbanites (1E) 0 0.0% 0 0 0.0% 0 Urban Chic (2A) 0 0.0% 0 0 0.0% 0 Pleasantville (2B) 0 0.0% 0 0 0.0% 0 Enterprising Professionals (2D) 0 0.0% 0 0 0.0% 0 Workday Drive (4A) 351 7.5% 253 780 8.9% 279 Home Improvement (4B) 136 2.9% 172 297 3.4% 185 Comfortable Empty Nesters (5A) 0 0.0% 0 0 0.0% 0 Parks and Rec (5C) 0 0.0% 0 0 0.0% 0 Midlife Constants (5E) 0 0.0% 0 0 0.0% 0 Up and Coming Families (7A) 1,892 40.5% 1,552 3,630 41.4% 1,498 Silver & Gold (9A) 0 0.0% 0 0 0.0% 0 Golden Years (9B) 0 0.0% 0 0 0.0% 0 The Elders (9C) 0 0.0% 0 0 0.0% 0 Military Proximity (14A) 0 0.0% 0 0 0.0% 0 S. Semirural 1,125 24.1% 256 2,141 24.4% 269 Middleburg (4C) 1,125 24.1% 811 2,141 24.4% 822 Heartland Communities (6F) 0 0.0% 0 0 0.0% 0 Farm to Table (7E) 0 0.0% 0 0 0.0% 0 Senior Escapes (9D) 0 0.0% 0 0 0.0% 0 Down the Road (10D) 0 0.0% 0 0 0.0% 0 Small Town Simplicity (12C) 0 0.0% 0 0 0.0% 0 6. Rural 0 0.00/0 0 0 0.00/0 0 Green Acres (6A) 0 0.0% 0 0 0.0% 0 Salt of the Earth (6B) 0 0.0% 0 0 0.0% 0 The Great Outdoors (6C) 0 0.0% 0 0 0.0% 0 Prairie Living (6D) 0 0.0% 0 0 0.0% 0 Rural Resort Dwellers (6E) 0 0.0% 0 0 0.0% 0 Southern Satellites (10A) 0 0.0% 0 0 0.0% 0 Rooted Rural (10B) 0 0.0% 0 0 0.0% 0 Economic Bed Rock (10C) 0 0.0% 0 0 0.0% 0 Rural Bypasses (10E) 0 0.0% 0 0 0.0% 0 Unclassified (15) 0 0.0% 0 0 0.0% 0 Data Note: This report identifies neighborhood segments in the area, and describes the socioeconomic quality of the immediate neighborhood. The index is a comparison of the percent of households or Total Population 18+ in the area, by Tapestry segment, to the percent of households or Total Population 18+ in the United States, by segment. An index of 100 is the US average. Source: Esri Section 8 1115 ©2022 Esri April 14, 2022 Page 6 of 18 • Gesri5 - - - Monticello, Minnesota Drive Time: 10 minute radius Top Twenty Tapestry Segments Rank Tapestry Segment 1 Up and Coming Families (7A) 2 Middleburg (4C) 3 Workday Drive (4A) 4 Green Acres (6A) 5 Old and Newcomers (8F) Subtotal 6 Metro Fusion (11C) 7 Bright Young Professionals (8C) 8 Home Improvement (4B) Subtotal Total Top Ten Tapestry Segments Site vs. U.S. Home Improvement (4B) Bright Young Professionals (8C) Metro Fusion (11C) Old and Newcomers (81F) Green Acres (6A) Workday Drive (4A) Middleburg (4C) Up and Coming Families (7A) 2021 Households Cumulative Percent Percent 46.2% 46.2% 21.6% 67.8% 10.4% 78.2% 7.4% 85.6% 5.1% 90.7% 90.7% 3.3% 4.4% 95.1% 3.6% 98.7% 1.3% 100.0% 9.3% 100.0% Prepared by Esri Latitu. Longitude: -93.79428 2021 U.S. Households Cumulative Percent Percent 2.6% 2.6% 3.0% 5.6% 3.0% 8.5% 3.3% 11.8% 2.3% 14.1% 14.2% 1.4% 15.5% 2.3% 17.8% 1.7% 19.5% 5.4% 19.5% Index 1768 728 351 226 223 ■ Site ■ U.S. 313 160 74 514 0 5 10 15 20 25 30 35 40 45 Percent of Households by Tapestry Segment Data Note: This report identifies neighborhood segments in the area, and describes the socioeconomic quality of the immediate neighborhood. The index is a comparison of the percent of households or Total Population 18+ in the area, by Tapestry segment, to the percent of households or Total Population 18+ in the United States, by segment. An index of 100 is the US average. Source: Esri April 14, 2022 Section 8 1116 ©2022 Esri Page 7 of 18 • aesri5 - - - Monticello, Minnesota Drive Time: 10 minute radius 14C 14A 13D 13B 12D 12B 11E 11C 11A IOD 10B 9F 9D 9B 8G c E 8E rn a) 8C b 8A U) v m 7E H 7C 7A 6E 6C 6A 5D 5B 4C 4A 3B 2D 2B 1E 1C 1A 2021 Tapestry Indexes by Households Index 0 200 400 600 800 1,000 1,200 1,400 1,600 Prepared by Esri Latitu. Longitude: -93.79428 2021 Tapestry Indexes by Total Population 18+ Index 0 200 400 600 800 1,000 1,200 1,400 1,600 14C 14A 13D 13B 12D 12B 11E 11C 11A 10D 10B 9F 9D 9B Ln 8G c E 8E m 8C 8A U) v 7E H 7C 7A 6E 6C 6A 5D 5B 4C 4A 3B 2D 2B 1E 1C 1A Data Note: This report identifies neighborhood segments in the area, and describes the socioeconomic quality of the immediate neighborhood. The index is a comparison of the percent of households or Total Population 18+ in the area, by Tapestry segment, to the percent of households or Total Population 18+ in the United States, by segment. An index of 100 is the US average. Source: Esri Section 8 1 117 ©2022 Esri April 14, 2022 Page 8 of 18 • (;esri5 - - - Monticello, Minnesota Drive Time: 10 minute radius Tapestry LifeMode Groups Total: 1. Affluent Estates Top Tier (1A) Professional Pride (113) Boomburbs (1C) Savvy Suburbanites (1D) Exurbanites (1E) 2. Upscale Avenues Urban Chic (2A) Pleasantville (2B) Pacific Heights (2C) Enterprising Professionals (2D) 3. Uptown Individuals Laptops and Lattes (3A) Metro Renters (313) Trendsetters (3C) 4. Family Landscapes Workday Drive (4A) Home Improvement (413) Middleburg (4C) S. GenXurban Comfortable Empty Nesters (5A) In Style (513) Parks and Rec (5C) Rustbelt Traditions (5D) Midlife Constants (5E) 6. Cozy Country Living Green Acres (6A) Salt of the Earth (6B) The Great Outdoors (6C) Prairie Living (6D) Rural Resort Dwellers (6E) Heartland Communities (6F) 7. Sprouting Explorers Up and Coming Families (7A) Urban Villages (713) Urban Edge Families (7C) Forging Opportunity (7D) Farm to Table (7E) Southwestern Families (7F) Prepared by Esri LatitL Longitude: -93.79428 Data Note: This report identifies neighborhood segments in the area, and describes the socioeconomic quality of the immediate neighborhood. The index is a comparison of the percent of households or Total Population 18+ in the area, by Tapestry segment, to the percent of households or Total Population 18+ in the United States, by segment. An index of 100 is the US average. Source: Esri April 14, 2022 Section 8 1 118 ©2022 Esri Page 9 of 18 2021 Households 2021 Adult Population Number Percent Index Number Percent Index 12,224 100.0% 24,916 100.0% 0 0.00/0 0 0 0.00/0 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.00/0 0 0 0.00/0 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.00/0 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 4,072 33.3% 437 8,552 34.3% 430 1,273 10.4% 351 2,983 12.0% 376 154 1.3% 74 333 1.3% 73 2,645 21.6% 728 5,236 21.0% 708 0 0.00/0 0 0 0.00/0 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 901 7.4% 61 2,120 8.50/0 72 901 7.4% 226 2,120 8.5% 252 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 5,642 46.2010 641 11,560 46.4% 554 5,642 46.2% 1,768 11,560 46.4% 1,679 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 Data Note: This report identifies neighborhood segments in the area, and describes the socioeconomic quality of the immediate neighborhood. The index is a comparison of the percent of households or Total Population 18+ in the area, by Tapestry segment, to the percent of households or Total Population 18+ in the United States, by segment. An index of 100 is the US average. Source: Esri April 14, 2022 Section 8 1 118 ©2022 Esri Page 9 of 18 • (;esri5 - - - Monticello, Minnesota Drive Time: 10 minute radius Prepared by Esri Latitu. Longitude: -93.79428 Tapestry LifeMode Groups 2021 Households 2021 Adult Population Number Percent Index Number Percent Index Total: 12,224 100.0% 24,916 100.0% S. Middle Ground 1,072 8.80/0 81 1,781 7.1% 71 City Lights (8A) 0 0.0% 0 0 0.0% 0 Emerald City (8B) 0 0.0% 0 0 0.0% 0 Bright Young Professionals (8C) 444 3.6% 160 764 3.1% 150 Downtown Melting Pot (8D) 0 0.0% 0 0 0.0% 0 Front Porches (8E) 0 0.0% 0 0 0.0% 0 Old and Newcomers (8F) 628 5.1% 223 1,017 4.1% 206 Hometown Heritage (8G) 0 0.0% 0 0 0.0% 0 9. Senior Styles 0 0.00/0 0 0 0.00/0 0 Silver & Gold (9A) 0 0.0% 0 0 0.0% 0 Golden Years (9B) 0 0.0% 0 0 0.0% 0 The Elders (9C) 0 0.0% 0 0 0.0% 0 Senior Escapes (9D) 0 0.0% 0 0 0.0% 0 Retirement Communities (9E) 0 0.0% 0 0 0.0% 0 Social Security Set (9F) 0 0.0% 0 0 0.0% 0 10. Rustic Outposts 0 0.00/0 0 0 0.00/0 0 Southern Satellites (10A) 0 0.0% 0 0 0.0% 0 Rooted Rural (10B) 0 0.0% 0 0 0.0% 0 Economic Bed Rock (10C) 0 0.0% 0 0 0.0% 0 Down the Road (10D) 0 0.0% 0 0 0.0% 0 Rural Bypasses (10E) 0 0.0% 0 0 0.0% 0 11. Midtown Singles 537 4.4% 71 903 3.6% 67 City Strivers (11A) 0 0.0% 0 0 0.0% 0 Young and Restless (11B) 0 0.0% 0 0 0.0% 0 Metro Fusion (11C) 537 4.4% 313 903 3.6% 278 Set to Impress (11D) 0 0.0% 0 0 0.0% 0 City Commons (11E) 0 0.0% 0 0 0.0% 0 12. Hometown 0 0.00/0 0 0 0.00/0 0 Family Foundations (12A) 0 0.0% 0 0 0.0% 0 Traditional Living (12B) 0 0.0% 0 0 0.0% 0 Small Town Simplicity (12C) 0 0.0% 0 0 0.0% 0 Modest Income Homes (12D) 0 0.0% 0 0 0.0% 0 13. Next Wave 0 0.00/0 0 0 0.00/0 0 Diverse Convergence (13A) 0 0.0% 0 0 0.0% 0 Family Extensions (13B) 0 0.0% 0 0 0.0% 0 NeWest Residents (13C) 0 0.0% 0 0 0.0% 0 Fresh Ambitions (13D) 0 0.0% 0 0 0.0% 0 High Rise Renters (13E) 0 0.0% 0 0 0.0% 0 14. Scholars and Patriots 0 0.00/0 0 0 0.00/0 0 Military Proximity (14A) 0 0.0% 0 0 0.0% 0 College Towns (14B) 0 0.0% 0 0 0.0% 0 Dorms to Diplomas (14C) 0 0.0% 0 0 0.0% 0 Unclassified (15) 0 0.0% 0 0 0.0% 0 Data Note: This report identifies neighborhood segments in the area, and describes the socioeconomic quality of the immediate neighborhood. The index is a comparison of the percent of households or Total Population 18+ in the area, by Tapestry segment, to the percent of households or Total Population 18+ in the United States, by segment. An index of 100 is the US average. Source: Esri April 14, 2022 Section 8 1119 ©2022 Esri Page 10 of 18 • (;esri5 - - - Monticello, Minnesota Drive Time: 10 minute radius Tapestry Urbanization Groups Total: 1. Principal Urban Center Laptops and Lattes (3A) Metro Renters (3B) Trendsetters (3C) Downtown Melting Pot (8D) City Strivers (11A) NeWest Residents (13C) Fresh Ambitions (13D) High Rise Renters (13E) 2. Urban Periphery Pacific Heights (2C) Rustbelt Traditions (5D) Urban Villages (7B) Urban Edge Families (7C) Forging Opportunity (7D) Southwestern Families (7F) City Lights (8A) Bright Young Professionals (8C) Metro Fusion (11C) Family Foundations (12A) Modest Income Homes (12D) Diverse Convergence (13A) Family Extensions (13B) 3. Metro Cities In Style (5B) Emerald City (8B) Front Porches (8E) Old and Newcomers (8F) Hometown Heritage (8G) Retirement Communities (9E) Social Security Set (9F) Young and Restless (11B) Set to Impress (11D) City Commons (11E) Traditional Living (12B) College Towns (14B) Dorms to Diplomas (14C) Prepared by Esri Latitu. Longitude: -93.79428 Data Note: This report identifies neighborhood segments in the area, and describes the socioeconomic quality of the immediate neighborhood. The index is a comparison of the percent of households or Total Population 18+ in the area, by Tapestry segment, to the percent of households or Total Population 18+ in the United States, by segment. An index of 100 is the US average. Source: Esri Section 8 1120 ©2022 Esri April 14, 2022 Page 11 of 18 2021 Households 2021 Adult Population Number Percent Index Number Percent Index 12,224 100.0% 24,916 100.0% 0 0.00/0 0 0 0.00/0 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 981 8.0% 49 1,667 6.7% 38 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 444 3.6% 160 764 3.1% 150 537 4.4% 313 903 3.6% 278 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 628 5.10/0 28 1,017 4.1% 24 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 628 5.1% 223 1,017 4.1% 206 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 Data Note: This report identifies neighborhood segments in the area, and describes the socioeconomic quality of the immediate neighborhood. The index is a comparison of the percent of households or Total Population 18+ in the area, by Tapestry segment, to the percent of households or Total Population 18+ in the United States, by segment. An index of 100 is the US average. Source: Esri Section 8 1120 ©2022 Esri April 14, 2022 Page 11 of 18 • (;esri5 - - - Monticello, Minnesota Drive Time: 10 minute radius Prepared by Esri Latitu. Longitude: -93.79428 Tapestry Urbanization Groups 2021 Households 21.6% 2021 Adult Population 5,236 21.0% Number Percent Index Number Percent Index Total: 12,224 100.0% 0 24,916 100.0% 0 4. Suburban Periphery 7,069 57.8% 181 14,876 59.7% 182 Top Tier (1A) 0 0.0% 0 0 0.0% 0 Professional Pride (1B) 0 0.0% 0 0 0.0% 0 Boomburbs (1C) 0 0.0% 0 0 0.0% 0 Savvy Suburbanites (1D) 0 0.0% 0 0 0.0% 0 Exurbanites (1E) 0 0.0% 0 0 0.0% 0 Urban Chic (2A) 0 0.0% 0 0 0.0% 0 Pleasantville (2B) 0 0.0% 0 0 0.0% 0 Enterprising Professionals (2D) 0 0.0% 0 0 0.0% 0 Workday Drive (4A) 1,273 10.4% 351 2,983 12.0% 376 Home Improvement (4B) 154 1.3% 74 333 1.3% 73 Comfortable Empty Nesters (5A) 0 0.0% 0 0 0.0% 0 Parks and Rec (5C) 0 0.0% 0 0 0.0% 0 Midlife Constants (5E) 0 0.0% 0 0 0.0% 0 Up and Coming Families (7A) 5,642 46.2% 1,768 11,560 46.4% 1,679 Silver & Gold (9A) 0 0.0% 0 0 0.0% 0 Golden Years (9B) 0 0.0% 0 0 0.0% 0 The Elders (9C) 0 0.0% 0 0 0.0% 0 Military Proximity (14A) 0 0.0% 0 0 0.0% 0 S. Semirural 2,645 21.6% 230 5,236 21.0% 231 Middleburg (4C) 2,645 21.6% 728 5,236 21.0% 708 Heartland Communities (6F) 0 0.0% 0 0 0.0% 0 Farm to Table (7E) 0 0.0% 0 0 0.0% 0 Senior Escapes (9D) 0 0.0% 0 0 0.0% 0 Down the Road (10D) 0 0.0% 0 0 0.0% 0 Small Town Simplicity (12C) 0 0.0% 0 0 0.0% 0 6. Rural 901 7.4% 44 2,120 8.5% 50 Green Acres (6A) 901 7.4% 226 21120 8.5% 252 Salt of the Earth (6B) 0 0.00/0 0 0 0.00/0 0 The Great Outdoors (6C) 0 0.0% 0 0 0.00/0 0 Prairie Living (6D) 0 0.00/0 0 0 0.00/0 0 Rural Resort Dwellers (6E) 0 0.00/0 0 0 0.00/0 0 Southern Satellites (10A) 0 0.0% 0 0 0.0% 0 Rooted Rural (10B) 0 0.0% 0 0 0.0% 0 Economic Bed Rock (10C) 0 0.0% 0 0 0.0% 0 Rural Bypasses (10E) 0 0.0% 0 0 0.0% 0 Unclassified (15) 0 0.0% 0 0 0.0% 0 Data Note: This report identifies neighborhood segments in the area, and describes the socioeconomic quality of the immediate neighborhood. The index is a comparison of the percent of households or Total Population 18+ in the area, by Tapestry segment, to the percent of households or Total Population 18+ in the United States, by segment. An index of 100 is the US average. Source: Esri Section 8 1121 ©2022 Esri April 14, 2022 Page 12 of 18 • Gesri5 - - - Monticello, Minnesota Drive Time: 15 minute radius Top Twenty Tapestry Segments Rank Tapestry Segment 1 Up and Coming Families (7A) 2 Workday Drive (4A) 3 Middleburg (4C) 4 Green Acres (6A) 5 Bright Young Professionals (8C) Subtotal 6 Old and Newcomers (8F) 7 Metro Fusion (11C) 8 Parks and Rec (5C) 9 Boomburbs (1C) 30 Retirement Communities (9E) 90.8% Subtotal 11 Home Improvement (4B) 12 Rustbelt Traditions (5D) Subtotal Total Top Ten Tapestry Segments Site vs. U.S. Retirement Communities (9E) Boomburbs (1C) Parks and Rec (5C) Metro Fusion (11C) Old and Newcomers (81F) Bright Young Professionals (8C) Green Acres (6A) Middleburg (4C) Workday Drive (4A) Up and Coming Families (7A) 0 5 2021 Households Cumulative Percent Percent 35.4% 35.4% 24.4% 59.8% 15.0% 74.8% 10.1% 84.9% 5.9% 90.8% 90.8% 3.3% 2.0% 92.9% 1.7% 94.6% 1.7% 96.3% 1.6% 97.9% 0.9% 98.8% 7.9% 3.3% 0.7% 99.5% 0.5% 100.0% 1.2% 100.0% Prepared by Esri Latitu. Longitude: -93.79428 2021 U.S. Households Cumulative Percent Percent 2.6% 2.6% 3.0% 5.6% 3.0% 8.5% 3.3% 11.8% 2.3% 14.1% 14.2% 2.3% 16.4% 1.4% 17.8% 2.0% 19.7% 1.8% 21.5% 1.2% 22.7% 8.7% 1.7% 24.4% 2.2% 26.6% 3.9% 26.6% 10 15 20 25 30 35 Percent of Households by Tapestry Segment Index 1356 822 504 311 261 ■ Site ■ U.S. 88 123 88 90 73 43 22 376 Data Note: This report identifies neighborhood segments in the area, and describes the socioeconomic quality of the immediate neighborhood. The index is a comparison of the percent of households or Total Population 18+ in the area, by Tapestry segment, to the percent of households or Total Population 18+ in the United States, by segment. An index of 100 is the US average. Source: Esri April 14, 2022 Section 8 1122 ©2022 Esri Page 13 of 18 • aesri5 - - - Monticello, Minnesota Drive Time: 15 minute radius 14C 14A 13D 13B 12D 12B 11E 11C 11A IOD 10B 9F 9D 9B 8G c E 8E rn a) 8C b 8A U) v m 7E H 7C 7A 6E 6C 6A 5D 5B 4C 4A 3B 2D 2B 1E 1C 1A 2021 Tapestry Indexes by Households Index 0 200 400 600 800 1,000 1,200 Prepared by Esri Latitu. Longitude: -93.79428 2021 Tapestry Indexes by Total Population 18+ Index 0 200 400 600 800 1,000 1,200 14C 14A 13D 13B 12D 12B 11E 11C 11A 10D 10B 9F 9D 9B Ln 8G c E 8E m 8C 8A U) v 7E H 7C 7A 6E 6C 6A 5D 5B 4C 4A 3B 2D 2B 1E 1C 1A Data Note: This report identifies neighborhood segments in the area, and describes the socioeconomic quality of the immediate neighborhood. The index is a comparison of the percent of households or Total Population 18+ in the area, by Tapestry segment, to the percent of households or Total Population 18+ in the United States, by segment. An index of 100 is the US average. Source: Esri Section 8 1 123 ©2022 Esri April 14, 2022 Page 14 of 18 • (;esri5 - - - Monticello, Minnesota Drive Time: 15 minute radius Tapestry LifeMode Groups Total: 1. Affluent Estates Top Tier (1A) Professional Pride (113) Boomburbs (1C) Savvy Suburbanites (1D) Exurbanites (1E) 2. Upscale Avenues Urban Chic (2A) Pleasantville (2B) Pacific Heights (2C) Enterprising Professionals (2D) 3. Uptown Individuals Laptops and Lattes (3A) Metro Renters (313) Trendsetters (3C) 4. Family Landscapes Workday Drive (4A) Home Improvement (413) Middleburg (4C) S. GenXurban Comfortable Empty Nesters (5A) In Style (513) Parks and Rec (5C) Rustbelt Traditions (5D) Midlife Constants (5E) 6. Cozy Country Living Green Acres (6A) Salt of the Earth (6B) The Great Outdoors (6C) Prairie Living (6D) Rural Resort Dwellers (6E) Heartland Communities (6F) 7. Sprouting Explorers Up and Coming Families (7A) Urban Villages (713) Urban Edge Families (7C) Forging Opportunity (7D) Farm to Table (7E) Southwestern Families (7F) Prepared by Esri LatitL Longitude: -93.79428 Data Note: This report identifies neighborhood segments in the area, and describes the socioeconomic quality of the immediate neighborhood. The index is a comparison of the percent of households or Total Population 18+ in the area, by Tapestry segment, to the percent of households or Total Population 18+ in the United States, by segment. An index of 100 is the US average. Source: Esri April 14, 2022 Section 8 1 124 ©2022 Esri Page 15 of 18 2021 Households 2021 Adult Population Number Percent Index Number Percent Index 31,099 100.0% 64,918 100.0% 504 1.6% 16 1,090 1.7% 16 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 504 1.6% 90 1,090 1.7% 87 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.00/0 0 0 0.00/0 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.00/0 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 12,478 40.1% 526 27,281 42.0% 527 7,593 24.4% 822 17,526 27.0% 848 227 0.7% 43 520 0.8% 44 4,658 15.0% 504 9,235 14.2% 479 683 2.2% 20 1,404 2.2% 20 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 533 1.7% 88 1,118 1.7% 90 150 0.5% 22 286 0.4% 22 0 0.0% 0 0 0.0% 0 3,153 10.10/0 84 7,196 11.10/0 93 3,153 10.1% 311 7,196 11.1% 328 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 11,008 35.4% 492 22,299 34.3% 411 11,008 35.4% 1,356 22,299 34.3% 1,243 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 Data Note: This report identifies neighborhood segments in the area, and describes the socioeconomic quality of the immediate neighborhood. The index is a comparison of the percent of households or Total Population 18+ in the area, by Tapestry segment, to the percent of households or Total Population 18+ in the United States, by segment. An index of 100 is the US average. Source: Esri April 14, 2022 Section 8 1 124 ©2022 Esri Page 15 of 18 • (;esri5 - - - Monticello, Minnesota Drive Time: 15 minute radius Prepared by Esri Latitu. Longitude: -93.79428 Tapestry LifeMode Groups 2021 Households 2021 Adult Population Number Percent Index Number Percent Index Total: 31,099 100.0% 64,918 100.0% S. Middle Ground 2,465 7.9% 73 4,381 6.7% 67 City Lights (8A) 0 0.0% 0 0 0.0% 0 Emerald City (8B) 0 0.0% 0 0 0.0% 0 Bright Young Professionals (8C) 1,837 5.9% 261 3,364 5.2% 254 Downtown Melting Pot (8D) 0 0.0% 0 0 0.0% 0 Front Porches (8E) 0 0.0% 0 0 0.0% 0 Old and Newcomers (8F) 628 2.0% 88 1,017 1.6% 79 Hometown Heritage (8G) 0 0.0% 0 0 0.0% 0 9. Senior Styles 271 0.90/0 15 364 0.6% 11 Silver & Gold (9A) 0 0.0% 0 0 0.0% 0 Golden Years (9B) 0 0.0% 0 0 0.0% 0 The Elders (9C) 0 0.0% 0 0 0.0% 0 Senior Escapes (9D) 0 0.0% 0 0 0.0% 0 Retirement Communities (9E) 271 0.9% 73 364 0.6% 56 Social Security Set (9F) 0 0.0% 0 0 0.0% 0 10. Rustic Outposts 0 0.00/0 0 0 0.00/0 0 Southern Satellites (10A) 0 0.0% 0 0 0.0% 0 Rooted Rural (10B) 0 0.0% 0 0 0.0% 0 Economic Bed Rock (10C) 0 0.0% 0 0 0.0% 0 Down the Road (10D) 0 0.0% 0 0 0.0% 0 Rural Bypasses (10E) 0 0.0% 0 0 0.0% 0 11. Midtown Singles 537 1.7% 28 903 1.4% 26 City Strivers (11A) 0 0.0% 0 0 0.0% 0 Young and Restless (11B) 0 0.0% 0 0 0.0% 0 Metro Fusion (11C) 537 1.7% 123 903 1.4% 107 Set to Impress (11D) 0 0.0% 0 0 0.0% 0 City Commons (11E) 0 0.0% 0 0 0.0% 0 12. Hometown 0 0.00/0 0 0 0.00/0 0 Family Foundations (12A) 0 0.0% 0 0 0.0% 0 Traditional Living (12B) 0 0.0% 0 0 0.0% 0 Small Town Simplicity (12C) 0 0.0% 0 0 0.0% 0 Modest Income Homes (12D) 0 0.0% 0 0 0.0% 0 13. Next Wave 0 0.00/0 0 0 0.00/0 0 Diverse Convergence (13A) 0 0.0% 0 0 0.0% 0 Family Extensions (13B) 0 0.0% 0 0 0.0% 0 NeWest Residents (13C) 0 0.0% 0 0 0.0% 0 Fresh Ambitions (13D) 0 0.0% 0 0 0.0% 0 High Rise Renters (13E) 0 0.0% 0 0 0.0% 0 14. Scholars and Patriots 0 0.00/0 0 0 0.00/0 0 Military Proximity (14A) 0 0.0% 0 0 0.0% 0 College Towns (14B) 0 0.0% 0 0 0.0% 0 Dorms to Diplomas (14C) 0 0.0% 0 0 0.0% 0 Unclassified (15) 0 0.0% 0 0 0.0% 0 Data Note: This report identifies neighborhood segments in the area, and describes the socioeconomic quality of the immediate neighborhood. The index is a comparison of the percent of households or Total Population 18+ in the area, by Tapestry segment, to the percent of households or Total Population 18+ in the United States, by segment. An index of 100 is the US average. Source: Esri April 14, 2022 Section 8 1125 ©2022 Esri Page 16 of 18 • (;esri5 - - - Monticello, Minnesota Drive Time: 15 minute radius Tapestry Urbanization Groups Total: 1. Principal Urban Center Laptops and Lattes (3A) Metro Renters (3B) Trendsetters (3C) Downtown Melting Pot (8D) City Strivers (11A) NeWest Residents (13C) Fresh Ambitions (13D) High Rise Renters (13E) 2. Urban Periphery Pacific Heights (2C) Rustbelt Traditions (5D) Urban Villages (7B) Urban Edge Families (7C) Forging Opportunity (7D) Southwestern Families (7F) City Lights (8A) Bright Young Professionals (8C) Metro Fusion (11C) Family Foundations (12A) Modest Income Homes (12D) Diverse Convergence (13A) Family Extensions (13B) 3. Metro Cities In Style (5B) Emerald City (8B) Front Porches (8E) Old and Newcomers (8F) Hometown Heritage (8G) Retirement Communities (9E) Social Security Set (9F) Young and Restless (11B) Set to Impress (11D) City Commons (11E) Traditional Living (12B) College Towns (14B) Dorms to Diplomas (14C) Prepared by Esri Latitu. Longitude: -93.79428 Data Note: This report identifies neighborhood segments in the area, and describes the socioeconomic quality of the immediate neighborhood. The index is a comparison of the percent of households or Total Population 18+ in the area, by Tapestry segment, to the percent of households or Total Population 18+ in the United States, by segment. An index of 100 is the US average. Source: Esri Section 8 1126 ©2022 Esri April 14, 2022 Page 17 of 18 2021 Households 2021 Adult Population Number Percent Index Number Percent Index 31,099 100.0% 64,918 100.0% 0 0.00/0 0 0 0.00/0 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 2,524 8.1% 49 4,553 7.0% 40 0 0.0% 0 0 0.0% 0 150 0.5% 22 286 0.4% 22 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 1,837 5.9% 261 3,364 5.2% 254 537 1.7% 123 903 1.4% 107 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 899 2.9% 16 1,381 2.1% 13 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 628 2.0% 88 1,017 1.6% 79 0 0.0% 0 0 0.0% 0 271 0.9% 73 364 0.6% 56 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0 Data Note: This report identifies neighborhood segments in the area, and describes the socioeconomic quality of the immediate neighborhood. The index is a comparison of the percent of households or Total Population 18+ in the area, by Tapestry segment, to the percent of households or Total Population 18+ in the United States, by segment. An index of 100 is the US average. Source: Esri Section 8 1126 ©2022 Esri April 14, 2022 Page 17 of 18 • (;esri5 - - - Monticello, Minnesota Drive Time: 15 minute radius Prepared by Esri Latitu. Longitude: -93.79428 Tapestry Urbanization Groups 2021 Households 15.0% 2021 Adult Population 9,235 14.2% Number Percent Index Number Percent Index Total: 31,099 100.0% 0 64,918 100.0% 0 4. Suburban Periphery 19,865 63.9% 200 42,553 65.5% 200 Top Tier (1A) 0 0.0% 0 0 0.0% 0 Professional Pride (1B) 0 0.0% 0 0 0.0% 0 Boomburbs (1C) 504 1.6% 90 1,090 1.7% 87 Savvy Suburbanites (1D) 0 0.0% 0 0 0.0% 0 Exurbanites (1E) 0 0.0% 0 0 0.0% 0 Urban Chic (2A) 0 0.0% 0 0 0.0% 0 Pleasantville (2B) 0 0.0% 0 0 0.0% 0 Enterprising Professionals (2D) 0 0.0% 0 0 0.0% 0 Workday Drive (4A) 7,593 24.4% 822 17,526 27.0% 848 Home Improvement (4B) 227 0.7% 43 520 0.8% 44 Comfortable Empty Nesters (5A) 0 0.0% 0 0 0.0% 0 Parks and Rec (5C) 533 1.7% 88 1,118 1.7% 90 Midlife Constants (5E) 0 0.0% 0 0 0.0% 0 Up and Coming Families (7A) 11,008 35.4% 1,356 22,299 34.3% 1,243 Silver & Gold (9A) 0 0.0% 0 0 0.0% 0 Golden Years (9B) 0 0.0% 0 0 0.0% 0 The Elders (9C) 0 0.0% 0 0 0.0% 0 Military Proximity (14A) 0 0.0% 0 0 0.0% 0 S. Semirural 4,658 15.0% 159 9,235 14.2% 156 Middleburg (4C) 4,658 15.0% 504 9,235 14.2% 479 Heartland Communities (6F) 0 0.0% 0 0 0.0% 0 Farm to Table (7E) 0 0.0% 0 0 0.0% 0 Senior Escapes (9D) 0 0.0% 0 0 0.0% 0 Down the Road (10D) 0 0.0% 0 0 0.0% 0 Small Town Simplicity (12C) 0 0.0% 0 0 0.0% 0 6. Rural 3,153 10.10/0 60 7,196 11.1% 65 Green Acres (6A) 3,153 10.1% 311 7,196 11.10/0 328 Salt of the Earth (6B) 0 0.00/0 0 0 0.00/0 0 The Great Outdoors (6C) 0 0.0% 0 0 0.00/0 0 Prairie Living (6D) 0 0.00/0 0 0 0.00/0 0 Rural Resort Dwellers (6E) 0 0.00/0 0 0 0.00/0 0 Southern Satellites (10A) 0 0.0% 0 0 0.0% 0 Rooted Rural (10B) 0 0.0% 0 0 0.0% 0 Economic Bed Rock (10C) 0 0.0% 0 0 0.0% 0 Rural Bypasses (10E) 0 0.0% 0 0 0.0% 0 Unclassified (15) 0 0.0% 0 0 0.0% 0 Data Note: This report identifies neighborhood segments in the area, and describes the socioeconomic quality of the immediate neighborhood. The index is a comparison of the percent of households or Total Population 18+ in the area, by Tapestry segment, to the percent of households or Total Population 18+ in the United States, by segment. An index of 100 is the US average. Source: Esri Section 8 1127 ©2022 Esri April 14, 2022 Page 18 of 18 EsriTapestry Personas 4L W'd WHO ARE WE? • 1011 Zi •19190 Middleburg neighborhoods transformed from the easy pace of country living to semirural subdivisions in the last decade, as the housing boom spread beyond large metropolitan cities. Residents are traditional, family-oriented consumers. Still more country than rock and roll, they are thrifty but willing to carry some debt and are already investing in their futures. They rely on their smartphones and mobile devices to stay in touch and pride themselves on their expertise. They prefer to buy American and travel in the US. This market is younger but growing in size and assets. TAPESTRY �I€€€€€ SEGMENTATION •• •• esri.com/tapestry •Section 8 1 129 OUR NEIGHBORHOOD • Semirural locales within metropolitan areas. • Neighborhoods changed rapidly in the previous decade with the addition of new single-family homes. • Include a number of mobile homes (Index 150). • Affordable housing, median value of $175,000 (Index 84) with a low vacancy rate • Young couples, many with children; average household size is 2.75. 4C SOCIOECONOMIC TRAITS • Education: 65% with a high school diploma or some college. • Labor force participation typical of a younger population at 66.7% (Index 107). • Traditional values are the norm here— faith, country, and family. • Prefer to buy American and for a good price. • Comfortable with the latest in technology, for convenience (online banking or saving money on landlines) and entertainment. Note: The Index represents the ratio of the segment rate to the US rate multiplied by 100. Consumer preferences are estimated from data by MRI -Simmons. W Mirldlim-hurr AGE BY SEX RACE AND ETHNICITY INCOME AND NET WORTH (Esridata) (Esridata) Median Age: 36.1 US: 38.2 The Diversity Index summarizes racial and ethnic diversity. The index Net worth measures total household assets (homes, vehicles, shows the likelihood that two persons, chosen at random from the investments, etc.) less any debts, secured (e.g., mortgages) Indicates US same area, belong to different race or ethnic groups. The index or unsecured (credit cards). Household income and ranges from 0 (no diversity) to 100 (complete diversity). net worth are estimated by Esri. _ 80-84 Diversity Index: 48.5 US: 64.0 Median Household Income 70-74 65-69 Hispanic"18.t% 60-64 55-59 50-54 3.1 Multiple 03.4% Other 4.1% woo . $56,100 40-444 35-39 = 6.8% Asian and 2.4% 0 $100K $200K $300K $400K $500K $600K+ 30-34 Pac. Islander = 5.8% 25-29 20-24 American t.0% Indian 11.0% Median Net Worth 15-19 10-14 5-9 Black Eli 10.0% -12.8% ,300 <5 White 70.2% 79.5% 300 -' � 8% 4% 8% 0 20% 40% 60% 80% 0 $100K $200K $300K $400K $500K $600K+ Male Female = US Average. 'Hispanic Can Be of Any Race. = US Median. AVERAGE HOUSEHOLD BUDGET INDEX OCCUPATION BY EARNINGS The index compares the average amount spent in this market's household budgets for The five occupations with the highest number of workers in the market are displayed housing, food, apparel, etc., to the average amount spent by all US households. An index by median earnings. Data from the Census Bureau's American Community Survey. of 100 is average. An index of 120 shows that average spending by consumers in this market is 20 percent above the national average. Consumer expenditures are estimated by Esri. $140,000 - $120,000 ------ ® Food N C $100,000 Apparel E Transportati W $80,000 __. C Management � Health Care y $60,000 Ofice And 0 ©� Entertainment & Recreation Education , j3 $40 000 $20,000 ------------ Production Administrative Support - - ntuportetion Mneriel Moving ----------------- ---- - - - --I* ------- (6 ------- ®$ Pensions & 94 Social Security Sales And Related Other i . 0 200,000 400,000 600,000 800,000 0 50 100 150 200 250 300 350 Workers (Age 16+) Section 8 130 W Mirldlim-hurr MARKETPROFILE (consumer preferences are estimated from data by MRI -Simmons.) • Residents are partial to domestic vehicles; they like to drive trucks, SUVs, or motorcycles. • Entertainment is primarily family-oriented, TV and movie rentals or theme parks and family restaurants. • Spending priorities also focus on family (children's toys and apparel) or home DIY projects. • Sports include hunting, fishing, bowling, and baseball. • TV and magazines provide entertainment and information. • Media preferences include country and Christian channels. POPULATION CHARACTERISTICS Total population, average annual population change since Census 2010, and average density (population per square mile) are displayed for the market relative to the size and change among all Tapestry markets. Data estimated by Esri. 900,000 Population 11,000,000 AIL 9,734,400 -0.5% Population Growth (Annual %) 3.0% AIL PP_ 1.4% 0 Population Density (Persons per sq. mile) 25,000 - 1000 177 Section 8 1 131 HOUSING Median home value is displayed for markets that are primarily owner occupied; average rent is shown for renter -occupied markets. Tenure and home value are estimated by Esri. Housing type and average rent are from the Census Bureau's American Community Survey. Home Own Ownership Rent 73.4% US Percentage: 26.6% 62.7% Own Typical Housing: 37.3%Rent Single Family Median Value: $175,000 US Median: $207,300 ESRI INDEXES Esri developed three indexes to display average household wealth, socioeconomic status, and housing affordability for the market relative to US standards. 0 18 ; 350 Wealth Index 0 �- 106 1 350 Socioeconomic Status Index Housing Affordability Index 166 350 W Mirlditz-hurr SEGMENT DENSITY This map illustrates the density and distribution of the Middleburg Tapestry Segment by households. Copyright ® 2021 Esri. All rights reserved. Es, the Esri globe logo, The Science of Where, Tapestry, ®esri.com, and es L -n, are trademarks, se marks, or registered marks of Esri in the United States, the European Community, or certain oth.rhirmdktions. Other companies and products or services mentioned herein may be trademarks, service marks, or registered marks of their respective mark owners. G1804565 ESR12C6/21dm Section 8 1 132 to. • top iM s4 For more information 1-800-447-9778 info@esri.com esri.corr THE SCIENCE 41 esr*l- OF WHERE" •sr1210 WHO ARE WE? Up and Coming Families is a market in transition—residents are younger and more mobile than the previous genera- tion. They are ambitious, working hard to get ahead, and willing to take some risks to achieve their goals. The recession has impacted their financial well-being, but they are optimistic. Their homes are new; their families are young. And this is one of the fastest-growing markets in the country. TAPESTRY SEGMENTATION •• •• esri.com/tapestry Section 8 1 133 OUR NEIGHBORHOOD • New suburban periphery: new families in new housing subdivisions. • Building began in the housing boom of the 2000s and continues in this fast-growing market. • Single-family homes with a median value of $194,400 and a lower vacancy rate. • The price of affordable housing: longer commute times (Index 217). 7A SOCIOECONOMIC TRAITS • Education: 67% have some college education or degree(s). • Hard-working labor force with a participation rate of 71 % (Index 114). • Most households (61 %) have 2 or more workers. • Careful shoppers, aware of prices, willing to shop around for the best deals and open to influence by others' opinions. • Seek the latest and best in technology. • Young families still feathering the nest and establishing their style. Note: The Index represents the ratio of the segment rate to the US rate multiplied by 100. Consumer preferences are estimated from data by MRI -Simmons. M Un anc' AGE BY SEX (Esri data) Median Age: 31.4 US: 38.2 Indicates US 85+ 80-84 75-79 L 70-74 65-69 60-64 55-59 50-54 45-49 40-44 35-39 30-34 25-29 20-24 15-19 1 0-1 4 5-9 <5 8% 4% 8% Male Female RACE AND ETHNICITY (Esri data) The Diversity Index summarizes racial and ethnic diversity. The index shows the likelihood that two persons, chosen at random from the same area, belong to different race or ethnic groups. The index ranges from 0 (no diversity) to 100 (complete diversity). Diversity Index: 73.9 US: 64.0 Hispanic* 27.3% stat% Multiple E3.4% Other M 6.8% Asian and M6.9% Pac. Islander =s.8% American 10.7% Indian 11.0% Black -15.3% -12.8% White 63.7% 70.2% 0 20% 40% 60% 80% = US Average. *Hispanic Can Be of Any Race. AVERAGE HOUSEHOLD BUDGET INDEX The index compares the average amount spent in this market's household budgets for housing, food, apparel, etc., to the average amount spent by all US households. An index of 100 is average. An index of 120 shows that average spending by consumers in this market is 20 percent above the national average. Consumer expenditures are estimated by Esri. ® Food Appare Ell Transport Health Care ©� Entertainment & Recreation Education ®$ Pensions & Social Security ' '. 0 50 100 150 Section 8 134 INCOME AND NET WORTH Net worth measures total household assets (homes, vehicles, investments, etc.) less any debts, secured (e.g., mortgages) or unsecured (credit cards). Household income and net worth are estimated by Esri. Median Household Income $120,000 no 'A Im c ■$56,1"L 0 $100K $200K $300K $400K $500K $600K+ Median Net Worth W q $93,300 0 $100K $200K $300K $400K $500K $600K+ = US Median. OCCUPATION BY EARNINGS The five occupations with the highest number of workers in the market are displayed by median earnings. Data from the Census Bureau's American Community Survey. $140,000 --- ---- ---- ---- ------- ---- -- --- ---- ---- $120,000 'A Im c $100,000 E W $80,000 __..__.____.______ ____ C ._ -2 0) y $60,000 ----------------------------- H"Rhcare PrMitic w And anagem M ent Tadmlal 2 Oifco And Administrative Support $40,000 - - Education, Training, Sales And And unary Ralatod $20,000 0 200,000 400,000 600,000 200 250 300 350 Workers (Age 16+) M Un anc' MARKETPROFILE(consumerpreferencesare estimated from data byMRI-Simmons.) • Rely on the Internet for entertainment, information, shopping, and banking. • Prefer imported SUVs or compact cars, late models. • Carry debt from credit card balances to student loans and mortgages, but also maintain retirement plans and make charitable contributions. • Busy with work and family; use home and landscaping services to save time. • Find leisure in family activities, movies at home, trips to theme parks or the zoo, and sports; from golfing, weight lifting, to taking a jog or run. POPULATION CHARACTERISTICS Total population, average annual population change since Census 2010, and average density (population per square mile) are displayed for the market relative to the size and change among all Tapestry markets. Data estimated by Esri. 900,000 Population 11,000,000 AIL 9,115,600 -0.5% Population Growth (Annual %) 3.0% Alk P- 2.8% 0 Population Density (Persons per sq. mile) 25,000 - 1000 966 Section 8 1 135 HOUSING Median home value is displayed for markets that are primarily owner occupied; average rent is shown for renter -occupied markets. Tenure and home value are estimated by Esri. Housing type and average rent are from the Census Bureau's American Community Survey. ' MEN Home Own Ownership Rent 73.9% US Percentage: 26.1% 62.7% Own Typical Housing: 37.3% Rent Single Family Median Value: $194,400 US Median: $207,300 ESRI INDEXES Esri developed three indexes to display average household wealth, socioeconomic status, and housing affordability for the market relative to US standards. 01 350 Wealth Index 0 �- 116 Socioeconomic Status Index Housing Affordability Index 350 18C 350 M Un and Cnminc SEGMENT This map illustrates the density and distribution of the Up and Coming Families Tapestry Segment by households. For more information THE Copyright ® 2021 Esri. All rights reserved. Esri, the Esri globe logo, The Science of Where, Tapestry, ®esri.com, and esri.com are trademarks, (a esn� SCIENCE marks, or registered marks of Esri m the United States, the European Community, or certain other jurisdictions. Other companies and 1- 8 00 - 447-9778 products or services mentioned herein may be trademarks, service marks, or registered marks of their respective mark owners. OF info@esri.com WHERE" G1804565 ESRIK6/21dm e s ri. co rr Section 8 1 136 •3 r. �1 0 WHO ARE WE? This market features singles' lifestyles, on a budget. The focus is more on convenience than consumerism, economy over acquisition. Old and Newcomers is composed of neighborhoods in transition, populated by renters who are just beginning their careers or retiring. Some are still in college; some are taking adult education classes. They support charity causes and are environmentally conscious. Age is not always obvious from their choices. TAPESTRY SEGMENTATION •• •• esri.com/tapestry Section 8 1 137 40 OUR NEIGHBORHOOD • Metropolitan city dwellers. • Predominantly single households (Index 148), with a mix of married couples (no children); average household size lower at 2.12. • 55% renter occupied; average rent is lower than the US (Index 85). • 45% of housing units are single-family dwellings; 45% are multiunit buildings in older neighborhoods, built before 1980. • Average vacancy rate at 11 %. SOCIOECONOMIC TRAITS • An average labor force participation rate of 62.6%, despite the increasing number of retired workers. • 32% of households are currently receiving income from Social Security. • 31% have a college degree (Index 99), 33% have some college education (Index 114), 9% are still enrolled in college (Index 121). • Consumers are price aware and coupon clippers, but open to impulse buys. • They are attentive to environmental concerns. • They are comfortable with the latest technology. Note: The Index represents the ratio of the segment rate to the US rate multiplied by 100. Consumer preferences are estimated from data by MRI -Simmons. 8F Old • qqlmmp— AGE BY SEX (Esri data) Median Age: 39.4 US: 38.2 Indicates US 85+ 80-84 75-79 70-74 65-69 60-64 55-59 50-54 45-49 40-44 35-39 30-34 �� r 25-29 20-24 15-19 10-14 5-9 <5 8% 4% 8% Male Female RACE AND ETHNICITY (Esri data) The Diversity Index summarizes racial and ethnic diversity. The index shows the likelihood that two persons, chosen at random from the same area, belong to different race or ethnic groups. The index ranges from 0 (no diversity) to 100 (complete diversity). Diversity Index: 52.7 US: 64.0 Hispanic* —11.9% 18.t 96 Multiple C3A� Other 04.0% M6.8% Asian and 13.9% Pac. Islander s.8% American j 1,1% Indian 11.0% Black 10.9% 129% White 76.5% 76.2% 0 20% 40% 60% 80% = U5 Average. *Hispanic Can Be of Any Race. AVERAGE HOUSEHOLD BUDGET INDEX The index compares the average amount spent in this market's household budgets for housing, food, apparel, etc., to the average amount spent by all US households. An index of 100 is average. An index of 120 shows that average spending by consumers in this market is 20 percent above the national average. Consumer expenditures are estimated by Esri. O KMMW. & .ocial Securi Other . Section 8 1 138 50 100 150 200 250 300 350 INCOME AND NET WORTH Net worth measures total household assets (homes, vehicles, investments, etc.) less any debts, secured (e.g., mortgages) or unsecured (credit cards). Household income and net worth are estimated by Esri. Median Household Income 0,900 ■$56,1"L 0 $100K $200K $300K $400K $500K $600K+ Median Net Worth l$30,900 �W$93,300 -' 0 $100K $200K $300K $400K $500K $600K+ = US Median. OCCUPATION BY EARNINGS The five occupations with the highest number of workers in the market are displayed by median earnings. Data from the Census Bureau's American Community Survey. $140,000 -- ......................._....- - - - - - - — -- -- -- $120,000 �- .. .. .... . Im $100,000 C R W $80,000 C $60,000 d 2 $40,000 -4- $20,000 -4- 0 ------------------------------------------------------- Management Education, Training, Salva And Office And And ----arSRelated Administrative Support je_ ------------ FoodPreparationAnd -------- SerWng Related 100,000 200,000 300,000 400,000 500,000 Workers (Age 16+) Old ann MARKETPROFILE (consumer preferences are estimated from data by MRI -Simmons.) • Residents have a strong sense of community. They volunteer for charities, help fund raise, and recycle. • They prefer cell phones to landlines. • Entertainment features the Internet (employment searches, rating products, updating social media profiles), watching movies at home, listening to country music, and reading the paper. • Vehicles are basically just a means of transportation. • Food features convenience, frozen and fast food. • They do banking as likely in person as online. POPULATION CHARACTERISTICS Total population, average annual population change since Census 2010, and average density (population per square mile) are displayed for the market relative to the size and change among all Tapestry markets. Data estimated by Esri. 900,000 Population 11,000,000 AIL 6,249,400 -0.5% Population Growth (Annual %) 3.0% AIL PP_ 0.7% 0 Population Density (Persons per sq. mile) 25,000 - 1000 860 Section 8 1 139 HOUSING Median home value is displayed for markets that are primarily owner occupied; average rent is shown for renter -occupied markets. Tenure and home value are estimated by Esri. Housing type and average rent are from the Census Bureau's American Community Survey. ME] Home wn Ownership Rent 2% US Percentage: 54.8% 62.7% Own Typical Housing: 37.3% Rent Single Family; Multi -Units Average Rent: $880 US Average: $1,038 ESRI INDEXES Esri developed three indexes to display average household wealth, socioeconomic status, and housing affordability for the market relative to US standards. 0 � 53 ; 350 Wealth Index 0 �- 93 1 350 Socioeconomic Status Index 130 i i 1 350 Housing Affordability Index Old ann SEGMENT This map illustrates the density and distribution of the Old and Newcomers Tapestry Segment by households. Copyright02021Esri. All rights re—ed.Esrl,theEsri globe logo, The science of Wh,r,,Tapestry.®esri.com, and esri—n, are trademarks, For more information (*THE se marks,orregi-redmarksofEsriintheUnitedStatos,theEurop—Community,or--inoth. prisdictions.Othercomp.nles l o ^ �7 [� 7 SCIENCE and products or services mentioned herein may be trademarks, service marks, or registered marksof the irrespective mark owners. -800-`f `f7-77/8 esrIX OF G1804565 info@esri.com WHERE`" ESR12C6/21dm esri.corr Section 8 1 140 &- M 1 WHO ARE WE? Workday Drive is an affluent, family-oriented market with a country flavor. Residents are partial to new housing away from the bustle of the city but close enough to commute to professional job centers. Life in this suburban wilderness offsets the hectic pace of two working parents with growing children. They favor time -saving devices, like banking online or housekeeping services, and family-oriented pursuits. TAPESTRY SEGMENTATION •• •• esri.com/tapestry Section 8 1 141 Pq • a �. OUR NEIGHBORHOOD • Workday Drive residents prefer the suburban periphery of metropolitan areas. • Predominantly single family, homes are in newer neighborhoods, 34% built in the 1990s (Index 236), 31% built since 2000. • Owner -occupied homes have high rate of mortgages at 68% (Index 164), and low rate vacancy at 4%. • Median home value is $257,400. • Most households are married couples with children; average household size is 2.97. SOCIOECONOMIC TRAITS • Education: 40.5% college graduates; more than 72% with some college education. • High labor force participation rate at 71 %; 2 out of 3 households include 2+ workers (Index 124). • Connected, with a host of wireless devices —anything that enables convenience, like banking, paying bills, or even shopping online. • Well insured and invested in a range of funds, from savings accounts or bonds to stocks. • Most households have 2 or 3 vehicles; long travel time to work including a Carry a higher level of debt, including disproportionate number commuting first (Index 149) and second mortgages from a different county (Index 132). (Index 154) and auto loans (Index 149). Note: The Index represents the ratio of the segment rate to the US rate multiplied by 100. Consumer preferences are estimated from data by MRI -Simmons. Wnrkr. AGE BY SEX (Esri data) Median Age: 37.0 US: 38.2 Indicates US 85+ 80-84 75-79 70-74 65-69 60-64 55-59 50-54 45-49 40-44 35-39 30-34 25-29 20-24 15-19 1 0-1 4 5-9 <5 8% 4% Male Female 9 RACE AND ETHNICITY (Esri data) The Diversity Index summarizes racial and ethnic diversity. The index shows the likelihood that two persons, chosen at random from the same area, belong to different race or ethnic groups. The index ranges from 0 (no diversity) to 100 (complete diversity). Diversity Index: 50.8 US: 64.0 Hispanic* $11.7% —18.1% Multiple F_ 3.2% 3.4% Other 3.2% = 6.8% Asian and C_- 6.2% Pac. Islander =s.8% American 10.5% Indian 11.0% Black M 8.7% —12.8% White 7&0% 70.2% 8% 0 20% 40% 60% 80% = US Average. *Hispanic Can Be of Any Race. AVERAGE HOUSEHOLD BUDGET INDEX The index compares the average amount spent in this market's household budgets for housing, food, apparel, etc., to the average amount spent by all US households. An index of 100 is average. An index of 120 shows that average spending by consumers in this market is 20 percent above the national average. Consumer expenditures are estimated by Esri. INCOME AND NET WORTH Net worth measures total household assets (homes, vehicles, investments, etc.) less any debts, secured (e.g., mortgages) or unsecured (credit cards). Household income and net worth are estimated by Esri. Median Household Income ■$56,M"L 0 $100K $200K $300K $400K $500K $600K+ Median Net Worth ff$"93,300r 0 $100K $200K $300K $400K $500K $600K+ = US Median. OCCUPATION BY EARNINGS The five occupations with the highest number of workers in the market are displayed by median earnings. Data from the Census Bureau's American Community Survey. $140,000 --1 $120,000 ® Food c $100,000 %apparel a MaragenwM IF Transport ati W C M $80,000 HoaNhwro PractitionersAnd Health Care w $60,000 Techial Office And Entertainment & as rt ©� Recreation $40,000 - - - Education �n9 E And Ubrrwy Pensions& $ 00 ----------- 20 0 ----------- 5.1- Anftoiwei- $ ® Social Security Other i 0 200,000 400,000 600,000 800,000 0 50 100 150 200 250 300 350 Workers (Age 16+) Section 8 142 MA MARKETPROFILE (consumer preferences are estimated from data by MRI -Simmons.) • Most households own at least 2 vehicles; the most popular types are minivans and SUVs. • Family-oriented purchases and activities dominate, like 4+ televisions (Index 154), movie purchases or rentals, children's apparel and toys, and visits to theme parks or zoos. • Outdoor activities and sports are characteristic of life in the suburban periphery. They attend sporting events, as well as participate in them like bicycling, jogging, golfing, and boating. • Home maintenance services are frequently contracted, but these families also like their gardens and own the tools for minor upkeep, like lawn mowers, trimmers, and blowers. POPULATION CHARACTERISTICS Total population, average annual population change since Census 2010, and average density (population per square mile) are displayed for the market relative to the size and change among all Tapestry markets. Data estimated by Esri. 900,000 Population 11,000,000 10,565,700 -0.5% Population Growth (Annual %) 3.0% Alk PP_ 1.4% 0 Population Density (Persons per sq. mile) 25,000 All 1000 lllii4� 523 Section 8 1 143 HOUSING Median home value is displayed for markets that are primarily owner occupied; average rent is shown for renter -occupied markets. Tenure and home value are estimated by Esri. Housing type and average rent are from the Census Bureau's American Community Survey. Typical Housing: Single Family Median Value: $257,400 US Median: $207,300 Home Ownership Rent US Percentage: 15.1% 62.7% Own 37.3% Rent A ESRI INDEXES Esri developed three indexes to display average household wealth, socioeconomic status, and housing affordability for the market relative to US standards. 0 L 143 Wealth Index 0 �- 143 Socioeconomic Status Index Housing Affordability Index 350 I 1 350 167 i i 350 W Wnrlilrdav C SEGMENT DENSITY This map illustrates the density and distribution of the Workday Drive Tapestry Segment by households. 1 ■ Copyright ® 2021 Esri. All rights reserved. Es, the Esri globe logo, The Science of Where, Tapestry, ®esri.com, and —L -n, are trademarks, se marks, or registered marks of Esri in the United States, the European Community, or certain other j urisdictions. Other companies and product...... vices mentioned herein may be trademarks, service marks, or registered marks of their respective mark owners. G1804565 ESR12C6/21dm Section 8 1 144 For more information 1-800-447-9778 info@esri.com esri.corr THE SCIENCE esr*i- OF WHERE" 11, .47 WHO ARE WE? This is the new growth market, with a profile similar to the original: young professionals with families that have opted to trade up to the newest housing in the suburbs. The original Boomburbs neighborhoods began growing in the 1990s and continued through the peak of the housing boom. Most of those neighborhoods are fully developed now. This is an affluent market but with a higher proportion of mortgages. Rapid growth still distinguishes the Boomburbs neighborhoods, although the boom is more subdued now than it was 10 years ago. So is the housing market. Residents are well-educated professionals with a running start on prosperity. UUMMMUMMUAW TAPESTRY SEGMENTATION •• •• esri.com/tapestry Section 8 1 145 •l11111lr• OUR NEIGHBORHOOD • Growth markets are in the suburban periphery of large metropolitan areas. • Young families are married with children (Index 220); average household size is 3.25 • Home ownership is 84% (Index 134), with the highest rate of mortgages, 71.5% (Index 173). • Primarily single-family homes, in new neighborhoods, 66% built since 2000 (Index 441). • Median home value is $350,000 (Index 169). • Lower housing vacancy rate at 3.7%. • The cost of affordable new housing comes at the expense of one of the longest commutes to work, over 30 minutes average, including a disproportionate number (33.6%) commuting across county lines (Index 141). 1C SOCIOECONOMIC TRAITS • Well educated young professionals, 55% are college graduates (Index 178). • High labor force participation at 71.3% (Index 114); most households have more than two workers (Index 124). • Longer commute times from the suburban growth corridors have created more home workers (Index 156). • Well connected, own the latest devices and understand how to use them efficiently; biggest complaints—too many devices and too many intrusions on personal time. • Financial planning is well underway for these professionals. Note: The Index represents the ratio of the segment rate to the US rate multiplied by 100. Consumer preferences are estimated from data by MRI -Simmons. 1C Jun AGE BY SEX RACE AND ETHNICITY (Esridata) (Esridata) Median Age: 34.0 US: 38.2 The Diversity Index summarizes racial and ethnic diversity. The index shows the likelihood that two persons, chosen at random from the Indicates US same area, belong to different race or ethnic groups. The index Median Net Worth ranges from 0 (no diversity) to 100 (complete diversity). 8o eaDiversity Index: 63.2 US: 64.0 75-79 70-74 Hispanic* -15.0% 65-69 -18.1% 60-64 Multiple M4.2% 55-59 ■3A% 50-54 45-49 Other 03.8% 40-44 =6.8% 35-39 Asian and -15.6% 30-34 Pac. Islander _5.8% 25-29 American % 20 24 Indian X1.0% 11. 15-19 1 0-1 4 Black&0% 5-9 12.8% <5 White 70.2% 8% 4% 8% 0 20% 40% 60% 80% Male Female = U5 Average. 'Hispanic Can Be of Any Race. AVERAGE HOUSEHOLD BUDGET INDEX The index compares the average amount spent in this market's household budgets for housing, food, apparel, etc., to the average amount spent by all US households. An index of 100 is average. An index of 120 shows that average spending by consumers in this market is 20 percent above the national average. Consumer expenditures are estimated by Esri. 1Mensions & ocial Security Other AM ■ Section 8 1 146 50 100 250 300 350 INCOME AND NET WORTH Net worth measures total household assets (homes, vehicles, investments, etc.) less any debts, secured (e.g., mortgages) or unsecured (credit cards). Household income and net worth are estimated by Esri. Median Household Income .$56,100 0 $100K $200K $300K $400K $500K $600K+ Median Net Worth $357,600 $93,300 0 $100K $200K $300K $400K $500K $600K+ = US Median. OCCUPATION BY EARNINGS The five occupations with the highest number of workers in the market are displayed by median earnings. Data from the Census Bureau's American Community Survey. $140,000 $120,000 1M $100,000 E R W $80,000 $60,000 d $40,000 $20,000 0 Management Business And financial Operations Healthcar Practitioners And Technical Soles And Related Office And Administrative Support 100,000 300,000 500,000 Workers (Age 16+) 1C Jun •]SII■• MARKETPROFILE (consumer preferences are estimated from data by MRI -Simmons.) • Boomburbs residents prefer late model imports, primarily SUVs, and also luxury cars and minivans. • This is one of the top markets for the latest in technology, from smartphones to tablets to Internet connectable televisions. • Style matters in the Boomburbs, from personal appearance to their homes. These consumers are still furnishing their new homes and already remodeling. • Enjoy gardening but more often contract for home services. • Physical fitness is a priority, including club memberships and home equipment. • Leisure includes a range of activities from sports (hiking, bicycling, swimming, golf) to visits to theme parks or water parks. • Residents are generous supporters of charitable organizations. POPULATION CHARACTERISTICS Total population, average annual population change since Census 2010, and average density (population per square mile) are displayed for the market relative to the size and change among all Tapestry markets. Data estimated by Esri. 900,000 Population 11,000,000 Ask 6,536,700 -o.s% Population Growth (annul %) 3.0% Alk 00 3.5% 0 Population Density (Persons per sq. mile) 25,000 1004 1017 Section 8 1 147 HOUSING Median home value is displayed for markets that are primarily owner occupied; average rent is shown for renter -occupied markets. Tenure and home value are estimated by Esri. Housing type and average rent are from the Census Bureau's American Community Survey. Typical Housing: Single Family Median Value: $350,000 US Median: $207,300 Home Own Ownership Rent US Percentage: 16.0% 62.7% Own 37.3% Rent ANA ESRI INDEXES Esri developed three indexes to display average household wealth, socioeconomic status, and housing affordability for the market relative to US standards. 0i Wealth Index 0�- Fr 153 Socioeconomic Status Index Housing Affordability Index 350 WAN 11 I 1 350 156 350 1C i • • sN • gwio For more information THE Copyright ® 2021 Esri. All rights reserved. Es, the Esri globe logo, The Science of Where, Tapestry, ®esri.com, and esri.com are trademarks, SCIENCE seo. marks,orregisteredmarksofEsr,mtheUnitodSte- theE—p—Com—ty,orcertainoth.rprisdictions.Othercompanies 1-8t00/-�447-9778 OF and product...... vices mentioned herein may be trademarks, service marks, or registered marks of their respective mark owners. n I C/,e S r� . CD m esri G1804565 l:• WHERE" ESRIK6/21,1 n esri.com Section 8 1 148 IN WHO ARE WE? Professional Pride consumers are well-educated career professionals that have prospered through the Great Recession. To maintain their upscale suburban lifestyles, these goal oriented couples work, often commuting far and working long hours. However, their schedules are fine- tuned to meet the needs of their school age children. They are financially savvy; they invest wisely and benefit from interest and dividend income. So far, these established families have accumulated an average of 1.6 million dollars in net worth, and their annual household income runs at more than twice the US level. They take pride in their newer homes and spend valuable time and energy upgrading. Their homes are furnished with the latest in home trends, including finished basements equipped with home gyms and in-home theaters. TAPESTRY SEGMENTATION •• esri.com/tapestry Section 8 1 149 Prid OUR NEIGHBORHOOD • Typically owner occupied (Index 146), single-family homes are in newer neighbor hoods: 67% of units were built in the last 20 years. • Neighborhoods are primarily located in the suburban periphery of large metropolitan areas. • Most households own three or more vehicles; long commutes are the norm. • Homes are valued at more than twice the US median home value, although three out of four homeowners have mortgages to pay off. • Families are mostly married couples (almost 80% of households), and nearly half of these families have kids. Their average household size, 3.13, reflects the presence of children. M SOCIOECONOMIC TRAITS • Professional Pride consumers are highly qualified in the science, technology, law, or finance fields; they've worked hard to build their professional reputation or their start-up businesses. • These consumers are willing to risk their accumulated wealth in the stock market. • Most have a preferred financial institution, regularly read financial news, and use the Internet for banking transactions. • Residents are goal oriented and strive for lifelong earning and learning. • Life here is well organized; routine is a key ingredient to daily life. Note: The Index represents the ratio of the segment rate to the US rate multiplied by 100. Consumer preferences are estimated from data by MRI -Simmons. im 0 AGE BY SEX RACE AND ETHNICITY INCOME AND NET WORTH (Esridata) (Esridata) Median Age: 40.8 US: 38.2 The Diversity Index summarizes racial and ethnic diversity. The index Net worth measures total household assets (homes, vehicles, shows the likelihood that two persons, chosen at random from the investments, etc.) less any debts, secured (e.g., mortgages) Indicates US same area, belong to different race or ethnic groups. The index or unsecured (credit cards). Household income and ranges from 0 (no diversity) to 100 (complete diversity). net worth are estimated by Esri. _ 80-84 Diversity Index: 44.5 US: 64.0 Household Income 65-69 65-69 M6.9%Median Hispanic*_ 60-64 Multiple 02.7% 55-59 -54 03A% . $56,10 0 45 45-49 Other 11.4% � 40-44 35-39 6.8% Asian and -12.6% 0 $100K $200K $300K $400K $500K $600K+ 30-34 Pac. Islander MS.S% 25-29 20-24 American Indian 110% Median Net Worth 15-19 10-14 Black 04.3% $551,800 5-9 -12.8% ZW - _ �5 White 76.7% $93,300 70.2% J 1 8% 4% 8% 0 20% 40% 60% 80% 0 $100K $200K $300K $400K $500K $600K+ Male Female = US Average. *Hispanic Can Be of Any Race. = US Median. AVERAGE HOUSEHOLD BUDGET INDEX OCCUPATION BY EARNINGS The index compares the average amount spent in this market's household budgets for The five occupations with the highest number of workers in the market are displayed housing, food, apparel, etc., to the average amount spent by all US households. An index by median earnings. Data from the Census Bureau's American Community Survey. of 100 is average. An index of 120 shows that average spending by consumers in this market is 20 percent above the national average. Consumer expenditures are estimated by Esri. $140,000 $120,000 'A $100,000 'C - Management ---- - L . Business And Financial OpefatOrlT W $80'000 Healthcare fp Practitioners And $60,000 technical O . $40,000 Salus And Related Office And �- Administrative Support LLt i i i i $20,000 ensions Secuu . ocial rity 0 Other AM100,000 300,000 500,000 700,000 0 50 100 150 200 250 300 350 Workers (Age 16+) Section 8 1 150 im 0 MARKETPROFILE (consumerpreferencesare estimated from data byMRI-Simmons.) • These frequent travelers take several domestic trips a year, preferring to book their plane tickets, accommodations, and rental cars via the Internet. • Residents take pride in their picture -perfect homes, which they continually upgrade. They shop at Home Depot and Bed Bath & Beyond to tackle the smaller home improvement and remodeling tasks but contract out the larger projects. • Hire housekeepers or professional cleaners. • Residents are prepared for the ups and downs in life; they maintain life insurance; homeowners and auto insurance; as well as medical, vision, dental, and prescription insurance through work. They are actively investing for the future; they hold 401(k) and IRA retirement plans, plus securities. • Consumers spend on credit but have the disposable income to avoid a balance on their credit cards. They spend heavily on Internet shopping; Amazon.com is a favorite website. • Consumers find time in their busy schedules for themselves. They work out in their home gyms, owning at least a treadmill, an elliptical, or weightlifting equipment. They also visit the salon and spa regularly. • All family members are avid readers; they read on their smartphones, tablets, and e -readers but also read hard copies of epicurean, home service, and sports magazines. • Residents, both young and old, are tech savvy; they not only own the latest and greatest in tablets, smartphones, and laptops but actually use the features each has to offer. POPULATION CHARACTERISTICS Total population, average annual population change since Census 2010, and average density (population per square mile) are displayed for the market relative to the size and change among all Tapestry markets. Data estimated by Esri. 900,000 Population 11,000,000 Ask 6,225,800 -0.5% Population Growth (Annual %) 3.0% AIL PP_ 1.4% 0 Population Density (Persons per sq. mile) 25,000 - 1000 974 Section 8 1 151 HOUSING Median home value is displayed for markets that are primarily owner occupied; average rent is shown for renter -occupied markets. Tenure and home value are estimated by Esri. Housing type and average rent are from the Census Bureau's American Community Survey. Typical Housing: Single Family Median Value: $433,400 US Median: $207,300 Home _9PP__W Ownership Rent US Percentage: gift 62.7% Own 37.3% Rent ESRI INDEXES Esri developed three indexes to display average household wealth, socioeconomic status, and housing affordability for the market relative to US standards. 0 i i i 1350 Wealth Index 0�- Socioeconomic Status Index 149 Housing Affordability Index 350 350 US PrnfP-q-c-.inn;;1 Prig SEGMENT This map illustrates the density and distribution of the Professional Pride Tapestry Segment by households. For more information o. THE Copyright ® 2021 Esri. All rights reserved. Esri, the Esri globe logo, The Science of Where, Tapestry, ®esri.com, and esri.com are trademarks, SCIENCE marks, orregistered marks of Esri inthe United States, theEuropeanCommunity, orcertain oth,rj,ri,dictions. Othercompaniesand 1-800-447-9778 ��I OF perod—. or services mentioned herein may be trademarks, service marks, or registered marks of their respective mark owners. G1804565 info@esri.com WHERE-' ESRIK6/21dm esri.com Section 8 1 152 EDA Agenda: 05/11/22 6. Economic Development Director's Report (JT) A. Wright County Workforce Pathways Update: Verbal Report by Jim Thares B. CET Grant Scope of Work Update: Tasks and studies completed or underway through the CET Grant include the following. ✓ Comprehensive Sewer Systems Study — Done ✓ Comprehensive Water System Study — Done ✓ Industrial Site Feasibility Study —Almost Done ✓ Long Term Financial Plan -Model — Done ✓ Strategic Transition Plan — Almost Done ✓ Shovel Ready Site Certification — OCBP (4 lots) — Almost Done ✓ Re -Platting OCBP — 3 new plats - 2 are Almost Done ✓ OCBP Infrastructure Stormwater-Sewer-Water-Road 30 % Engineering Plans — Done ✓ OCBP Pad Sites (2 lots) Grading -Drainage 30 % Engineering Plans — Done ✓ Marketing — IMCP — Almost Done ✓ Legislative Initiatives — Not Done The final CET Grant funding draw for expenditures incurred related to the above identified tasks must be submitted to MN -DEED by May 27, 2022. Grant Closeout steps will occur shortly after June 30, 2022. C. Prospect List Update: Please see the updated Prospect List as Exhibit A. Date of Contact L/12/2016 L/17/2016 /22/2017 /22/2018 1/29/2018 12/14/2018 3/28/2019 5/9/2019 8/16/2019 9/19/2019 1/20/2020 8/27/2020 12/23/2020 11/5/2020 04/28/2022 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 20,000 sq. ft. +/- 42 10 to $4,500,000 On Hold 20 12,000 sq. ft. 10 $1,200,000 Concept Stage Project Comet 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 Co -Working Space Project #6580 Metal Mfg. New Facility Constr. Karlsburger Foods Food Prod uc Facilty Expansion Project Blitzen Precision Machining Exist Bldg or New Const. 04/28/2022 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 20,000 sq. ft. +/- 42 10 to $4,500,000 On Hold 20 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. 0 25 $7,900,000 Concept Stage ft. Project Panda v3 Service -Child Care New Construction 10,500 sq. ft. 0 21 $4,100,000 Active Search Project Nuss Combo Service -sale New Construction 30,000 sq. ft. 0 20 to $3,500,000 Almost Done 30 Project TO Industrial Existing or New Construction 10,000 to 15,000 sq. 0 5 to 7 $800,000 Concept Stage ft. Project Flower Office Existing 7,000-8,000 sq. ft. 0 12 $750,000 Concept Stage 2/16/2021 3/19/2021 2/28/2022 6/16/2021 6/30/2021 7/29/2021 10/28/2021 2/7/2022 Project Cold Industrial -Warehouse -Di New Construction 80,000 sq. ft. 0 21 $12,000,000 Concept Stage stri Project Orion Warehouse-Distributi New Construction 832,500 sq. ft. 0 500 $125,000,000 Active Search on Project Emma II Light Ind -Assembly New Construction 20,000 sq. ff. 0 4 $1,350,000 Active Search Project UBAA Child Care Services New Construction or Exist 5,000 sq. ft. 0 14 to 19 $2,000,000 Act Search Project Ecosphere Industrial Tech Mfg. New Construction 1,000,000 sq. ft. 0 1122 $85,000,000 Act Search Project BA710 Lt Assem-Distribute New Construction 6,500 to 7,000 sq. ft 0 10 $650,000 Active Search ' Project Stallion Technology Service New Construction 42,000 sq. ft. 40 $3,600,000 Active Search Project Shepherd Lt Assembly Distribution New Construction 75,000 sq. ft. III 4/28/2022 I Project Cougar Precision Machining -Mfg. New Construction 35,000 to 45,000 sq. ft. Contacts: M =09 YTD = 11 75 $10,500,000 Active Search 38 $4,700,000 Active Search